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0勋章

2021-11-25

👍👍

特斯拉一周两涨，配置升级还是提前应对电池涨价？

2021-11-24

好👍

昨夜今晨：无惧释放战略储备！油价上演大逆转

2021-11-07

Good & bad 😂😂

盘前观察：辉瑞新冠药威力有多大？其实问题不少

2021-11-02

Awesome 💪💪

特斯涨不停，它从来不只是一家汽车公司

2021-10-30

股王💪💪

再次加冕“全球股王”，微软凭什么？

2021-10-28

😰😰

*中金下调金山软件(03888.HK)目标价至48.7元料游戏业务压力仍存

2021-10-28

Awesome 👍👍

谷歌A涨超3%，Q3营收盈利超预期

2021-10-07

Awesome 👏

恒生科技指数涨4%，网易、快手等涨幅靠前

2021-10-04

Awesome 👍👍

港股医药板块跌势扩大，抗疫概念股大跌

2021-10-02

😰😰

【异动】机构“唱空”，阿里巴巴跌超2%

2021-10-02

Awesome 👍👍

【异动】抗疫概念股重挫，Vir Biotechnology跌超23%

2021-10-01

🤣🤣

外媒头条：鲍威尔预计高通胀或在明年上半年缓解

2021-08-11

阿里💰💰

舆论危机为何没有重挫阿里股价？

2021-08-10

👍👍

【异动】AMC院线盘前涨超7%，Q2营收超预期

2021-08-09

Buy 💰💰

抱歉，原内容已删除

2021-08-07

百世👍👍

抱歉，原内容已删除

2021-08-05

😱😰😰

快手38.82亿股解禁，公司股价大跌5%报价100港元

2021-08-01

👍👍💰

抱歉，原内容已删除

2021-07-31

👍👍💰

百度放不下游戏

2021-07-30

没希望了😪😪

新东方：覆巢之下，路在何方？

去老虎APP查看更多动态

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tText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874593996","repostId":"2186669213","repostType":4,"repost":{"id":"2186669213","kind":"highlight","pubTimestamp":1637796875,"share":"https://www.laohu8.com/m/news/2186669213?lang=&edition=full","pubTime":"2021-11-25 07:34","market":"hk","language":"zh","title":"特斯拉一周两涨，配置升级还是提前应对电池涨价？","url":"https://stock-news.laohu8.com/highlight/detail?id=2186669213","media":"华尔街见闻","summary":"特斯拉旗下Model 3和Y近期都提价2万，背后深层逻辑在哪？ ","content":"<p>今年以来由于上游原材料的持续大涨，给中下游端尤其是动力电池厂商带来不小的成本压力，结果近期市场没有等来预期中动力电池价格的上涨，反而终端新能源汽车龙头<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>先进行了几波涨价。11月24日特斯拉中国官网显示，特斯拉Model 3和Model Y后轮驱动普通版从此前25.09万元和27.6万元的定价上涨至25.5652万元和27.6万元，都上调了5千元人民币左右。而仅在5天前，特斯拉的Model 3后轮驱动版才刚刚进行了1.5万元的提价。<img src=\"https://static.tigerbbs.com/182e7d7b152e3db0e1efe5db0111e40e\" tg-width=\"693\" tg-height=\"384\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<h2>涨价并非因为配置升级</h2>\n<p>特斯拉中国官网上显示，Model 3后轮驱动版的续航从原先的468公里（NEDC工况）提高至556公里（CLTC工况），<b>但是这大部分原因仅仅是因为标准的转换，并非配置更新升级。</b>目前国际上比较主流的工况标准分别是NEDC和WLTC，而CLTC是由我国中汽研牵头，组织行业专家展开了为期三年的中国工况调研开发工作得到的结果。</p>\n<p>其中标准更为严格，会使电动车续航里程更低的WLTC暂且不谈， NEDC工况是欧洲续航测试标准循环工况，主要在欧洲、澳大利亚使用，我国此前主要使用的也正是这个标准，但由于NEDC一直没有进行更新，已经不太适合目前的情况；目前特斯拉改用的CLTC标准由于偏向于中低速（最高测试车速为114km/h，平均车速为28.96/h），<b>所以导致了CLTC工况续航标准下的新能源汽车续航里程比NEDC工况续航标准下的数值更高</b>。</p>\n<p>10月12日，工业和信息化部发布《关于2021年度双积分核算有关事项的通知》，表示纯电动乘用车可选择按NEDC工况或CLTC工况确定车型电能消耗量和续驶里程。此后不少车企都将原先普遍使用的NEDC工况续航标准替换成了CLTC工况续航标准，因为从直观的数值上来看，的确增加了不少续航里程，但是考虑到此前NEDC续航里程尚且由于冬季温度等方面影响会有不少缩水，CLTC续航标准究竟如何还需要时间和实证来进行验证。</p>\n<h2>涨价并非应对电池未来提价</h2>\n<p>同样，特斯拉这波在我国乃至美国市场，这近一个月内连续涨价也并非是因为核心部件动力电池的涨价。作为新能源汽车成本中占比30%左右的重要组成部分动力电池，其价格其实长期处于下跌状态，以动力电池龙头企业<a href=\"https://laohu8.com/S/300750\">宁德时代</a>为例，其动力电池价格从2014年的2.89元/Wh一路下滑至2020年破1元大关到0.89元/WH。而2021年以来由于各大原材料持续涨价，虽然整个上半年动力电池价格却没有任何涨价的趋势，但是展望未来，电池价格似乎迎来转机，市场也都持续关注并认为涨价即将到来，但是这个转机其实并不容易。</p>\n<p><b>华尔街见闻·见智研究认为原因如下：</b></p>\n<p>1）首先，由于动力电池的竞争和规模化起来后整体成本一直在下降，所以电池降价才是长期趋势。而且<b>动力电池并不是标准品，每家主机厂的要求都不一样</b>，比如不同车型对产品定位、性能需求、应用场景都不一样，所以每家主机厂都想把自己的电池自主化。宁德时代由于市占率大，合作的主机厂又多，所以产业链地位较高，但是相<b>对一些二线电池厂商，主机厂话语权还是相对来说很大。更不用说，主机厂和电池厂商签订合约一般都是以几年一次性签订，短时间加价不易。</b></p>\n<p>2）然后，从终端车企来看，今年同样也有不小的成本压力，除了动力电池以外，汽车本身需要的各类金属远材料如钢铁等也在涨价，同时持续的缺芯状态也使得芯片价格大增。同时，正如中国汽车动力电池产业创新联盟副秘书长王子冬所说，<b>对于整车来说，一个汽车零部件如果占到整车采购成本的10%以上，整车就会关注和控制，而目前动力电池占据了主机厂30%左右的采购成本</b>。</p>\n<p>而且，虽然<b>动力电池厂商今年有一定的承压但是毛利率来说还是在20%以上，相比起来主机厂来说还是不错的，所以主机厂肯定不愿意进一步承担压力的。</b>如果动力电池在进行涨价，车企可能也会对汽车售价进行向下挑战，传导给消费者，将有可能使得电动车相较燃油车的优势不在，拖慢电动化的进程。</p>\n<p>3）其次，现在已经接近2021年年末，到了明年新的一年新能源汽车补贴将进一步退坡，2022年补贴标准原则上会在2021年的基础上退坡30%，换而言之，<b>纯电里程在400km以上的EV（Model 3和Model Y均是）退坡后补贴额将减少5400元，特斯拉或也是提前涨价进行准备，</b>因为根据特斯拉的交车周期，现在下订单的车主也需到2022年一季度左右才能提车。</p>\n<p>4）最后，今年以来，锂电原材料的确大涨不少，但是真正的需求可能不见得有那么高，一方面不少企业由于看到原材料的涨幅会出现购买、囤积锂电材料的情况；另一方面，下游主机厂也会夸大需求和囤货，其实下游企业目前没有做这么大的量，但是在和电池厂商、材料供应商沟通时却表示要的量大，甚至和多个材料商都作出类似表述，使得中上游都认为订单会很大，需求很旺盛，开始加价购买原材料，造成了一种恐慌，这种情况必然不可持续。</p>\n<p>而且由于动力电池厂商多会和上游厂商签订长协价格等因素，目前电池涨价幅度其实也是远不如原材料涨价幅度，涨幅慢于原料价格的涨幅，即使要涨价，电池厂商也不可能完全把成本压力转嫁给下游车企。</p>","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>特斯拉一周两涨，配置升级还是提前应对电池涨价？</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特斯拉一周两涨，配置升级还是提前应对电池涨价？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-25 07:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3645729><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年以来由于上游原材料的持续大涨，给中下游端尤其是动力电池厂商带来不小的成本压力，结果近期市场没有等来预期中动力电池价格的上涨，反而终端新能源汽车龙头特斯拉先进行了几波涨价。11月24日特斯拉中国官网显示，特斯拉Model 3和Model Y后轮驱动普通版从此前25.09万元和27.6万元的定价上涨至25.5652万元和27.6万元，都上调了5千元人民币左右。而仅在5天前，特斯拉的Model 3...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3645729\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"BK4099":"汽车制造商","BK4527":"明星科技股","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3645729","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2186669213","content_text":"今年以来由于上游原材料的持续大涨，给中下游端尤其是动力电池厂商带来不小的成本压力，结果近期市场没有等来预期中动力电池价格的上涨，反而终端新能源汽车龙头特斯拉先进行了几波涨价。11月24日特斯拉中国官网显示，特斯拉Model 3和Model Y后轮驱动普通版从此前25.09万元和27.6万元的定价上涨至25.5652万元和27.6万元，都上调了5千元人民币左右。而仅在5天前，特斯拉的Model 3后轮驱动版才刚刚进行了1.5万元的提价。\n涨价并非因为配置升级\n特斯拉中国官网上显示，Model 3后轮驱动版的续航从原先的468公里（NEDC工况）提高至556公里（CLTC工况），但是这大部分原因仅仅是因为标准的转换，并非配置更新升级。目前国际上比较主流的工况标准分别是NEDC和WLTC，而CLTC是由我国中汽研牵头，组织行业专家展开了为期三年的中国工况调研开发工作得到的结果。\n其中标准更为严格，会使电动车续航里程更低的WLTC暂且不谈， NEDC工况是欧洲续航测试标准循环工况，主要在欧洲、澳大利亚使用，我国此前主要使用的也正是这个标准，但由于NEDC一直没有进行更新，已经不太适合目前的情况；目前特斯拉改用的CLTC标准由于偏向于中低速（最高测试车速为114km/h，平均车速为28.96/h），所以导致了CLTC工况续航标准下的新能源汽车续航里程比NEDC工况续航标准下的数值更高。\n10月12日，工业和信息化部发布《关于2021年度双积分核算有关事项的通知》，表示纯电动乘用车可选择按NEDC工况或CLTC工况确定车型电能消耗量和续驶里程。此后不少车企都将原先普遍使用的NEDC工况续航标准替换成了CLTC工况续航标准，因为从直观的数值上来看，的确增加了不少续航里程，但是考虑到此前NEDC续航里程尚且由于冬季温度等方面影响会有不少缩水，CLTC续航标准究竟如何还需要时间和实证来进行验证。\n涨价并非应对电池未来提价\n同样，特斯拉这波在我国乃至美国市场，这近一个月内连续涨价也并非是因为核心部件动力电池的涨价。作为新能源汽车成本中占比30%左右的重要组成部分动力电池，其价格其实长期处于下跌状态，以动力电池龙头企业宁德时代为例，其动力电池价格从2014年的2.89元/Wh一路下滑至2020年破1元大关到0.89元/WH。而2021年以来由于各大原材料持续涨价，虽然整个上半年动力电池价格却没有任何涨价的趋势，但是展望未来，电池价格似乎迎来转机，市场也都持续关注并认为涨价即将到来，但是这个转机其实并不容易。\n华尔街见闻·见智研究认为原因如下：\n1）首先，由于动力电池的竞争和规模化起来后整体成本一直在下降，所以电池降价才是长期趋势。而且动力电池并不是标准品，每家主机厂的要求都不一样，比如不同车型对产品定位、性能需求、应用场景都不一样，所以每家主机厂都想把自己的电池自主化。宁德时代由于市占率大，合作的主机厂又多，所以产业链地位较高，但是相对一些二线电池厂商，主机厂话语权还是相对来说很大。更不用说，主机厂和电池厂商签订合约一般都是以几年一次性签订，短时间加价不易。\n2）然后，从终端车企来看，今年同样也有不小的成本压力，除了动力电池以外，汽车本身需要的各类金属远材料如钢铁等也在涨价，同时持续的缺芯状态也使得芯片价格大增。同时，正如中国汽车动力电池产业创新联盟副秘书长王子冬所说，对于整车来说，一个汽车零部件如果占到整车采购成本的10%以上，整车就会关注和控制，而目前动力电池占据了主机厂30%左右的采购成本。\n而且，虽然动力电池厂商今年有一定的承压但是毛利率来说还是在20%以上，相比起来主机厂来说还是不错的，所以主机厂肯定不愿意进一步承担压力的。如果动力电池在进行涨价，车企可能也会对汽车售价进行向下挑战，传导给消费者，将有可能使得电动车相较燃油车的优势不在，拖慢电动化的进程。\n3）其次，现在已经接近2021年年末，到了明年新的一年新能源汽车补贴将进一步退坡，2022年补贴标准原则上会在2021年的基础上退坡30%，换而言之，纯电里程在400km以上的EV（Model 3和Model Y均是）退坡后补贴额将减少5400元，特斯拉或也是提前涨价进行准备，因为根据特斯拉的交车周期，现在下订单的车主也需到2022年一季度左右才能提车。\n4）最后，今年以来，锂电原材料的确大涨不少，但是真正的需求可能不见得有那么高，一方面不少企业由于看到原材料的涨幅会出现购买、囤积锂电材料的情况；另一方面，下游主机厂也会夸大需求和囤货，其实下游企业目前没有做这么大的量，但是在和电池厂商、材料供应商沟通时却表示要的量大，甚至和多个材料商都作出类似表述，使得中上游都认为订单会很大，需求很旺盛，开始加价购买原材料，造成了一种恐慌，这种情况必然不可持续。\n而且由于动力电池厂商多会和上游厂商签订长协价格等因素，目前电池涨价幅度其实也是远不如原材料涨价幅度，涨幅慢于原料价格的涨幅，即使要涨价，电池厂商也不可能完全把成本压力转嫁给下游车企。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874906433,"gmtCreate":1637717100872,"gmtModify":1637717100872,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"好👍","listText":"好👍","text":"好👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874906433","repostId":"1181577791","repostType":2,"repost":{"id":"1181577791","kind":"news","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":1637711742,"share":"https://www.laohu8.com/m/news/1181577791?lang=&edition=full","pubTime":"2021-11-24 07:55","market":"us","language":"zh","title":"昨夜今晨：无惧释放战略储备！油价上演大逆转","url":"https://stock-news.laohu8.com/highlight/detail?id=1181577791","media":"老虎资讯综合","summary":"摘要：①美股周二涨跌不一，道指涨0.54%，标普500指数涨0.17%，纳指跌0.5%；②无惧释放战略储备，美油期货周二收高2.5%；③美国总统拜登：希望在节假日来临前油价能够下降。尽管拜登政府宣布以美国为首的能源消费国将协调释放战略原油储备，但原油期货价格周二仍大幅上涨。当地时间11月23日，美国总统拜登在白宫就美国经济及油价发表讲话。据报道，戴尔科技公司今日公布了该公司的2022财年第三财季财报。","content":"<blockquote>\n 摘要：①美股周二涨跌不一，道指涨0.54%，标普500指数涨0.17%，纳指跌0.5%；②无惧释放战略储备，美油期货周二收高2.5%；③美国总统拜登：希望在节假日来临前油价能够下降。\n</blockquote>\n<p>海外市场</p>\n<p>1、道指收涨0.54%！油气股领涨</p>\n<p>美股三大指数收盘涨跌不一，道指涨0.54%，标普500指数涨0.17%，纳指跌0.5%。油气概念股涨幅居前，阿帕奇石油涨超7%，<a href=\"https://laohu8.com/S/PBR\">巴西石油公司</a>涨超5%。</p>\n<p>2、热门中概股周二收盘涨跌互现 <a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超8%</p>\n<p>热门中概股周二收盘涨跌互现，小鹏汽车涨超8%，此前该公司财报显示三季度汽车交付量再创新高，总收入同比上升187.4%至57.2亿元。</p>\n<p>其他中概股，<a href=\"https://laohu8.com/S/JD\">京东</a>涨2%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨近2%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、雾芯科技涨超1%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超1%。<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌近8%，中通跌超4%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超2%，<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌超1%。</p>\n<p>3、欧股收盘主要指数普跌</p>\n<p>欧股收盘主要指数普跌，德国DAX指数跌0.36%，法国CAC40指数跌0.42%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.41%，欧洲斯托克50指数跌0.6%。</p>\n<p>4、无惧释放战略储备 美油期货周二收高2.5%</p>\n<p>尽管拜登政府宣布以美国为首的能源消费国将协调释放战略原油储备，但原油期货价格周二仍大幅上涨。</p>\n<p>最终，纽约商品交易所1月交割的西德克萨斯中质原油(WTI)期货价格上涨1.75美元，涨幅2.5%，收于每桶78.50美元。作为全球原油价格基准的欧洲<a href=\"https://laohu8.com/S/ICE\">洲际交易所</a>布伦特原油期货价格上涨2.61美元，涨幅3.3%，收于每桶82.31 美元。</p>\n<p>5、周二黄金期货收跌1.2% 跌破1800美元创3周来最低水平</p>\n<p>本周美国国债收益率持续上涨，最终，周二纽约商品交易所12月交割的黄金期货价格下跌22.50美元，跌幅1.2%，收于每盎司1783.80美元，创11月3日以来最活跃合约的最低收盘价。</p>\n<p>国际宏观</p>\n<p>1、美国总统拜登：希望在节假日来临前油价能够下降</p>\n<p>当地时间11月23日，美国总统拜登在白宫就美国经济及油价发表讲话。</p>\n<p>拜登在讲话中表示，尽管美国经济及就业表现正在恢复，但目前美国经济仍然面临着供应链等问题的挑战，这推升了物价，造成供应短缺。拜登表示，他已就此问题与美国西岸最大的两个港口，即洛杉矶港及长滩港的相关人员进行了交流，两大港口将改为每天24小时运行。此外，在与大型零售商的对话中，拜登表示将确认今年美国传统假日来临后，各地有足够的食物和物品供应。</p>\n<p>2、美国宣布释放5000万桶战略石油储备平抑油价</p>\n<p>中新社华盛顿11月23日电 (记者 陈孟统)随着感恩节假期临近，美国总统拜登23日宣布，美国将释放5000万桶战略石油储备，以降低油价，解决美国内能源供需不匹配的问题。</p>\n<p>据<a href=\"https://laohu8.com/S/USEG\">美国能源</a>部数据显示，22日，全美每加仑汽油的均价为3.395美元，较一年前上涨了1.293美元。</p>\n<p>3、美国民主党参议员呼吁拜登推动世贸组织免除新冠疫苗专利</p>\n<p>当地时间11月23日，美国9名民主党参议院成员发表联名信，呼吁美国总统拜登在即将召开的世贸组织部长级会议上，推动世贸组织免除有关新冠疫苗的国际知识产权专利。</p>\n<p>民主党参议员们称，尽管拜登政府在今年5月表示，支持临时放弃新冠疫苗的国际知识产权专利保护，但此后没有任何进展。</p>\n<p>4、欧洲议会有关委员会通过限制互联网巨头不正当竞争的《数字市场法》建议案</p>\n<p>欧洲议会内部市场和消费者保护委员会23日以42票赞成、2票反对、1票弃权的绝对多数通过了旨在限制国际互联网巨头不正当竞争行为的《数字市场法》建议案。</p>\n<p>建议案规定，国际互联网巨头等公司在欧盟范围内不允许利用数据优势向用户投放指向性广告，除非获得用户明确许可。同时这类公司在欧盟范围内的同行业并购也将受到限制和监管，并购意向必须在事前获得欧盟委员会许可。如果这类公司有违反上述规定的行为，将被处以年营业额4%至20%的罚款。</p>\n<p>5、美国监管部门发布路线图和新政策 加密货币监管思路正在形成</p>\n<p><a href=\"https://laohu8.com/S/BAC\">美国银行</a>业监管机构周二提供了有关加密货币监管计划的更多信息，发布了明年的优先事项待办清单，并宣布了银行在开展加密货币业务前必须获得特别许可的新政策。</p>\n<p>根据一份联合声明，美联储等机构发布了一个议程表，概述了一些重点领域，包括他们计划如何监管托管服务、加密货币贷款和设立资本金要求的可能性。另外，货币监理署表示，银行在开展数字货币业务之前必须获得该机构的额外批准。</p>\n<p>6、联合国粮农组织：各国应提高农业粮食体系韧性 应对冲击和压力</p>\n<p>当地时间23日，联合国粮农组织发布《粮食及农业状况》年度报告称，受新冠疫情影响，全球饥饿人口预计再次增长。各国需要采取行动，使农业粮食系统更具韧性、效率、可持续性和包容性，以应对疫情期间出现的突发冲击。</p>\n<p>7、美国上周API原油库存录得增加230.7万桶</p>\n<p>美国至11月19日当周API原油库存意外录得增加230.7万桶，预期为减少95万桶，前值为增加65.5万桶。</p>\n<p>8、德国计划到2035年停止出售燃油汽车</p>\n<p>据消息人士称，德国社民党、绿党和自由民主党在联合谈判中同意，根据欧盟的要求，到2035年停止出售燃油汽车。 2030年前逐步停止使用煤炭，在2040年前停止使用天然气发电。</p>\n<p>公司新闻</p>\n<p>1、<a href=\"https://laohu8.com/NW/2185533346\" target=\"_blank\">亲自上阵！马斯克测试最新版自驾功能，全程无人工接管</a></p>\n<p>周二，马斯克发了一条推特，说他“昨日晚间”在德州奥斯丁附近驾驶<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，使用FSD Beta 10.5完全自动驾驶功能，并且随机在地图上选了几条路线。在FSD功能的操作下，车辆行驶稳定，全程无需人工接管。马斯克还强调，这些路线没有高精地图支持，甚至连特斯拉车辆都是第一次行驶。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2185722333\" target=\"_blank\">正面迎战Rivian 通用汽车宣布电动悍马皮卡将从十二月开始交付</a></p>\n<p>继今年九月电动车行业新星Rivian成为首家交付电动皮卡的车企后，老牌巨头通用汽车也于周二宣布将在年内启动电动悍马皮卡的交付，标志着行业竞争即将正式翻过“PPT造车”这一页。</p>\n<p>通用别克、GMC品牌全球副总裁Duncan Aldred在周二的新闻电话会议上透露了这一消息。这款名为Edition 1的纯电动皮卡也是通用该系列第一款上市的产品，续航里程为329英里，建议零售价达到11.25万美元。在2022至2024年间，通用汽车还将陆续交付该系列的低配版本，起售价最低可达7.99万美元。</p>\n<p>3、<a href=\"https://laohu8.com/NW/2185339361\" target=\"_blank\">戴尔第三财季营收284亿美元 净利润同比大增341%</a></p>\n<p>据报道，戴尔科技公司今日公布了该公司的2022财年第三财季财报。报告显示，戴尔科技第三财季总净营收为283.94亿美元，与去年同期的234.82亿美元相比增长21%；净利润为38.88亿美元，与去年同期的8.81亿美元相比增长341%。不按照美国通用会计准则，戴尔科技第三财季调整后总净营收为284.05亿美元，与去年同期的235.21亿美元相比增长21%；调整后净利润为20.15亿美元，与去年同期的17.11亿美元相比增长18%。</p>\n<p>戴尔第三财季调整后营收和每股收益均超出华尔街分析师此前预期，从而推动其盘后股价上涨近2%。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2185587333\" target=\"_blank\">小鹏汽车第三季度交付量增长 未受全行业芯片短缺的严重影响</a></p>\n<p>小鹏汽车股价在纽约市场上涨，此前该公司报告第三季度销量超过预期，全行业供应链困境对该公司的影响不大。</p>\n<p>小鹏汽车周二报告，第三季度营收57亿元人民币(8.92亿美元)，超过分析师平均预期的52亿元。该公司还公布了欧洲扩张计划和大力开发自动驾驶技术的计划。</p>\n<p>5、<a href=\"https://laohu8.com/NW/2185339859\" target=\"_blank\">惠普Q4业绩超预期，盘后涨超8%</a></p>\n<p>美东时间11月23日（周二）美股盘后，<a href=\"https://laohu8.com/S/HPQ\">惠普</a>公布了2021财年第四季度及全年业绩。财报显示，惠普Q4净营收167亿美元，上年同期为153亿美元，同比增长9.3%，市场预期为154亿美元。</p>\n<p>6、意大利反垄断机构对<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>罚款超过2亿欧元</p>\n<p>意大利反垄断机构对亚马逊、苹果处以超2亿欧元罚款。苹果将就意大利反垄断监督机构对其涉嫌与亚马逊勾结的罚款提出上诉 。</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>昨夜今晨：无惧释放战略储备！油价上演大逆转</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨：无惧释放战略储备！油价上演大逆转\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\">2021-11-24 07:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要：①美股周二涨跌不一，道指涨0.54%，标普500指数涨0.17%，纳指跌0.5%；②无惧释放战略储备，美油期货周二收高2.5%；③美国总统拜登：希望在节假日来临前油价能够下降。\n</blockquote>\n<p>海外市场</p>\n<p>1、道指收涨0.54%！油气股领涨</p>\n<p>美股三大指数收盘涨跌不一，道指涨0.54%，标普500指数涨0.17%，纳指跌0.5%。油气概念股涨幅居前，阿帕奇石油涨超7%，<a href=\"https://laohu8.com/S/PBR\">巴西石油公司</a>涨超5%。</p>\n<p>2、热门中概股周二收盘涨跌互现 <a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超8%</p>\n<p>热门中概股周二收盘涨跌互现，小鹏汽车涨超8%，此前该公司财报显示三季度汽车交付量再创新高，总收入同比上升187.4%至57.2亿元。</p>\n<p>其他中概股，<a href=\"https://laohu8.com/S/JD\">京东</a>涨2%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨近2%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、雾芯科技涨超1%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超1%。<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌近8%，中通跌超4%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超2%，<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌超1%。</p>\n<p>3、欧股收盘主要指数普跌</p>\n<p>欧股收盘主要指数普跌，德国DAX指数跌0.36%，法国CAC40指数跌0.42%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.41%，欧洲斯托克50指数跌0.6%。</p>\n<p>4、无惧释放战略储备 美油期货周二收高2.5%</p>\n<p>尽管拜登政府宣布以美国为首的能源消费国将协调释放战略原油储备，但原油期货价格周二仍大幅上涨。</p>\n<p>最终，纽约商品交易所1月交割的西德克萨斯中质原油(WTI)期货价格上涨1.75美元，涨幅2.5%，收于每桶78.50美元。作为全球原油价格基准的欧洲<a href=\"https://laohu8.com/S/ICE\">洲际交易所</a>布伦特原油期货价格上涨2.61美元，涨幅3.3%，收于每桶82.31 美元。</p>\n<p>5、周二黄金期货收跌1.2% 跌破1800美元创3周来最低水平</p>\n<p>本周美国国债收益率持续上涨，最终，周二纽约商品交易所12月交割的黄金期货价格下跌22.50美元，跌幅1.2%，收于每盎司1783.80美元，创11月3日以来最活跃合约的最低收盘价。</p>\n<p>国际宏观</p>\n<p>1、美国总统拜登：希望在节假日来临前油价能够下降</p>\n<p>当地时间11月23日，美国总统拜登在白宫就美国经济及油价发表讲话。</p>\n<p>拜登在讲话中表示，尽管美国经济及就业表现正在恢复，但目前美国经济仍然面临着供应链等问题的挑战，这推升了物价，造成供应短缺。拜登表示，他已就此问题与美国西岸最大的两个港口，即洛杉矶港及长滩港的相关人员进行了交流，两大港口将改为每天24小时运行。此外，在与大型零售商的对话中，拜登表示将确认今年美国传统假日来临后，各地有足够的食物和物品供应。</p>\n<p>2、美国宣布释放5000万桶战略石油储备平抑油价</p>\n<p>中新社华盛顿11月23日电 (记者 陈孟统)随着感恩节假期临近，美国总统拜登23日宣布，美国将释放5000万桶战略石油储备，以降低油价，解决美国内能源供需不匹配的问题。</p>\n<p>据<a href=\"https://laohu8.com/S/USEG\">美国能源</a>部数据显示，22日，全美每加仑汽油的均价为3.395美元，较一年前上涨了1.293美元。</p>\n<p>3、美国民主党参议员呼吁拜登推动世贸组织免除新冠疫苗专利</p>\n<p>当地时间11月23日，美国9名民主党参议院成员发表联名信，呼吁美国总统拜登在即将召开的世贸组织部长级会议上，推动世贸组织免除有关新冠疫苗的国际知识产权专利。</p>\n<p>民主党参议员们称，尽管拜登政府在今年5月表示，支持临时放弃新冠疫苗的国际知识产权专利保护，但此后没有任何进展。</p>\n<p>4、欧洲议会有关委员会通过限制互联网巨头不正当竞争的《数字市场法》建议案</p>\n<p>欧洲议会内部市场和消费者保护委员会23日以42票赞成、2票反对、1票弃权的绝对多数通过了旨在限制国际互联网巨头不正当竞争行为的《数字市场法》建议案。</p>\n<p>建议案规定，国际互联网巨头等公司在欧盟范围内不允许利用数据优势向用户投放指向性广告，除非获得用户明确许可。同时这类公司在欧盟范围内的同行业并购也将受到限制和监管，并购意向必须在事前获得欧盟委员会许可。如果这类公司有违反上述规定的行为，将被处以年营业额4%至20%的罚款。</p>\n<p>5、美国监管部门发布路线图和新政策 加密货币监管思路正在形成</p>\n<p><a href=\"https://laohu8.com/S/BAC\">美国银行</a>业监管机构周二提供了有关加密货币监管计划的更多信息，发布了明年的优先事项待办清单，并宣布了银行在开展加密货币业务前必须获得特别许可的新政策。</p>\n<p>根据一份联合声明，美联储等机构发布了一个议程表，概述了一些重点领域，包括他们计划如何监管托管服务、加密货币贷款和设立资本金要求的可能性。另外，货币监理署表示，银行在开展数字货币业务之前必须获得该机构的额外批准。</p>\n<p>6、联合国粮农组织：各国应提高农业粮食体系韧性 应对冲击和压力</p>\n<p>当地时间23日，联合国粮农组织发布《粮食及农业状况》年度报告称，受新冠疫情影响，全球饥饿人口预计再次增长。各国需要采取行动，使农业粮食系统更具韧性、效率、可持续性和包容性，以应对疫情期间出现的突发冲击。</p>\n<p>7、美国上周API原油库存录得增加230.7万桶</p>\n<p>美国至11月19日当周API原油库存意外录得增加230.7万桶，预期为减少95万桶，前值为增加65.5万桶。</p>\n<p>8、德国计划到2035年停止出售燃油汽车</p>\n<p>据消息人士称，德国社民党、绿党和自由民主党在联合谈判中同意，根据欧盟的要求，到2035年停止出售燃油汽车。 2030年前逐步停止使用煤炭，在2040年前停止使用天然气发电。</p>\n<p>公司新闻</p>\n<p>1、<a href=\"https://laohu8.com/NW/2185533346\" target=\"_blank\">亲自上阵！马斯克测试最新版自驾功能，全程无人工接管</a></p>\n<p>周二，马斯克发了一条推特，说他“昨日晚间”在德州奥斯丁附近驾驶<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，使用FSD Beta 10.5完全自动驾驶功能，并且随机在地图上选了几条路线。在FSD功能的操作下，车辆行驶稳定，全程无需人工接管。马斯克还强调，这些路线没有高精地图支持，甚至连特斯拉车辆都是第一次行驶。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2185722333\" target=\"_blank\">正面迎战Rivian 通用汽车宣布电动悍马皮卡将从十二月开始交付</a></p>\n<p>继今年九月电动车行业新星Rivian成为首家交付电动皮卡的车企后，老牌巨头通用汽车也于周二宣布将在年内启动电动悍马皮卡的交付，标志着行业竞争即将正式翻过“PPT造车”这一页。</p>\n<p>通用别克、GMC品牌全球副总裁Duncan Aldred在周二的新闻电话会议上透露了这一消息。这款名为Edition 1的纯电动皮卡也是通用该系列第一款上市的产品，续航里程为329英里，建议零售价达到11.25万美元。在2022至2024年间，通用汽车还将陆续交付该系列的低配版本，起售价最低可达7.99万美元。</p>\n<p>3、<a href=\"https://laohu8.com/NW/2185339361\" target=\"_blank\">戴尔第三财季营收284亿美元 净利润同比大增341%</a></p>\n<p>据报道，戴尔科技公司今日公布了该公司的2022财年第三财季财报。报告显示，戴尔科技第三财季总净营收为283.94亿美元，与去年同期的234.82亿美元相比增长21%；净利润为38.88亿美元，与去年同期的8.81亿美元相比增长341%。不按照美国通用会计准则，戴尔科技第三财季调整后总净营收为284.05亿美元，与去年同期的235.21亿美元相比增长21%；调整后净利润为20.15亿美元，与去年同期的17.11亿美元相比增长18%。</p>\n<p>戴尔第三财季调整后营收和每股收益均超出华尔街分析师此前预期，从而推动其盘后股价上涨近2%。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2185587333\" target=\"_blank\">小鹏汽车第三季度交付量增长 未受全行业芯片短缺的严重影响</a></p>\n<p>小鹏汽车股价在纽约市场上涨，此前该公司报告第三季度销量超过预期，全行业供应链困境对该公司的影响不大。</p>\n<p>小鹏汽车周二报告，第三季度营收57亿元人民币(8.92亿美元)，超过分析师平均预期的52亿元。该公司还公布了欧洲扩张计划和大力开发自动驾驶技术的计划。</p>\n<p>5、<a href=\"https://laohu8.com/NW/2185339859\" target=\"_blank\">惠普Q4业绩超预期，盘后涨超8%</a></p>\n<p>美东时间11月23日（周二）美股盘后，<a href=\"https://laohu8.com/S/HPQ\">惠普</a>公布了2021财年第四季度及全年业绩。财报显示，惠普Q4净营收167亿美元，上年同期为153亿美元，同比增长9.3%，市场预期为154亿美元。</p>\n<p>6、意大利反垄断机构对<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>罚款超过2亿欧元</p>\n<p>意大利反垄断机构对亚马逊、苹果处以超2亿欧元罚款。苹果将就意大利反垄断监督机构对其涉嫌与亚马逊勾结的罚款提出上诉 。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".IXIC":"NASDAQ Composite","DOG":"道指反向ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index","DXD":"道指两倍做空ETF","DDM":"道指两倍做多ETF","UDOW":"道指三倍做多ETF-ProShares","DJX":"1/100道琼斯","SDOW":"道指三倍做空ETF-ProShares"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181577791","content_text":"摘要：①美股周二涨跌不一，道指涨0.54%，标普500指数涨0.17%，纳指跌0.5%；②无惧释放战略储备，美油期货周二收高2.5%；③美国总统拜登：希望在节假日来临前油价能够下降。\n\n海外市场\n1、道指收涨0.54%！油气股领涨\n美股三大指数收盘涨跌不一，道指涨0.54%，标普500指数涨0.17%，纳指跌0.5%。油气概念股涨幅居前，阿帕奇石油涨超7%，巴西石油公司涨超5%。\n2、热门中概股周二收盘涨跌互现 小鹏汽车涨超8%\n热门中概股周二收盘涨跌互现，小鹏汽车涨超8%，此前该公司财报显示三季度汽车交付量再创新高，总收入同比上升187.4%至57.2亿元。\n其他中概股，京东涨2%，百度涨近2%，哔哩哔哩、雾芯科技涨超1%，蔚来汽车、理想汽车涨超1%。贝壳跌近8%，中通跌超4%，阿里巴巴跌超2%，网易、好未来跌超1%。\n3、欧股收盘主要指数普跌\n欧股收盘主要指数普跌，德国DAX指数跌0.36%，法国CAC40指数跌0.42%，英国富时100指数跌0.41%，欧洲斯托克50指数跌0.6%。\n4、无惧释放战略储备 美油期货周二收高2.5%\n尽管拜登政府宣布以美国为首的能源消费国将协调释放战略原油储备，但原油期货价格周二仍大幅上涨。\n最终，纽约商品交易所1月交割的西德克萨斯中质原油(WTI)期货价格上涨1.75美元，涨幅2.5%，收于每桶78.50美元。作为全球原油价格基准的欧洲洲际交易所布伦特原油期货价格上涨2.61美元，涨幅3.3%，收于每桶82.31 美元。\n5、周二黄金期货收跌1.2% 跌破1800美元创3周来最低水平\n本周美国国债收益率持续上涨，最终，周二纽约商品交易所12月交割的黄金期货价格下跌22.50美元，跌幅1.2%，收于每盎司1783.80美元，创11月3日以来最活跃合约的最低收盘价。\n国际宏观\n1、美国总统拜登：希望在节假日来临前油价能够下降\n当地时间11月23日，美国总统拜登在白宫就美国经济及油价发表讲话。\n拜登在讲话中表示，尽管美国经济及就业表现正在恢复，但目前美国经济仍然面临着供应链等问题的挑战，这推升了物价，造成供应短缺。拜登表示，他已就此问题与美国西岸最大的两个港口，即洛杉矶港及长滩港的相关人员进行了交流，两大港口将改为每天24小时运行。此外，在与大型零售商的对话中，拜登表示将确认今年美国传统假日来临后，各地有足够的食物和物品供应。\n2、美国宣布释放5000万桶战略石油储备平抑油价\n中新社华盛顿11月23日电 (记者 陈孟统)随着感恩节假期临近，美国总统拜登23日宣布，美国将释放5000万桶战略石油储备，以降低油价，解决美国内能源供需不匹配的问题。\n据美国能源部数据显示，22日，全美每加仑汽油的均价为3.395美元，较一年前上涨了1.293美元。\n3、美国民主党参议员呼吁拜登推动世贸组织免除新冠疫苗专利\n当地时间11月23日，美国9名民主党参议院成员发表联名信，呼吁美国总统拜登在即将召开的世贸组织部长级会议上，推动世贸组织免除有关新冠疫苗的国际知识产权专利。\n民主党参议员们称，尽管拜登政府在今年5月表示，支持临时放弃新冠疫苗的国际知识产权专利保护，但此后没有任何进展。\n4、欧洲议会有关委员会通过限制互联网巨头不正当竞争的《数字市场法》建议案\n欧洲议会内部市场和消费者保护委员会23日以42票赞成、2票反对、1票弃权的绝对多数通过了旨在限制国际互联网巨头不正当竞争行为的《数字市场法》建议案。\n建议案规定，国际互联网巨头等公司在欧盟范围内不允许利用数据优势向用户投放指向性广告，除非获得用户明确许可。同时这类公司在欧盟范围内的同行业并购也将受到限制和监管，并购意向必须在事前获得欧盟委员会许可。如果这类公司有违反上述规定的行为，将被处以年营业额4%至20%的罚款。\n5、美国监管部门发布路线图和新政策 加密货币监管思路正在形成\n美国银行业监管机构周二提供了有关加密货币监管计划的更多信息，发布了明年的优先事项待办清单，并宣布了银行在开展加密货币业务前必须获得特别许可的新政策。\n根据一份联合声明，美联储等机构发布了一个议程表，概述了一些重点领域，包括他们计划如何监管托管服务、加密货币贷款和设立资本金要求的可能性。另外，货币监理署表示，银行在开展数字货币业务之前必须获得该机构的额外批准。\n6、联合国粮农组织：各国应提高农业粮食体系韧性 应对冲击和压力\n当地时间23日，联合国粮农组织发布《粮食及农业状况》年度报告称，受新冠疫情影响，全球饥饿人口预计再次增长。各国需要采取行动，使农业粮食系统更具韧性、效率、可持续性和包容性，以应对疫情期间出现的突发冲击。\n7、美国上周API原油库存录得增加230.7万桶\n美国至11月19日当周API原油库存意外录得增加230.7万桶，预期为减少95万桶，前值为增加65.5万桶。\n8、德国计划到2035年停止出售燃油汽车\n据消息人士称，德国社民党、绿党和自由民主党在联合谈判中同意，根据欧盟的要求，到2035年停止出售燃油汽车。 2030年前逐步停止使用煤炭，在2040年前停止使用天然气发电。\n公司新闻\n1、亲自上阵！马斯克测试最新版自驾功能，全程无人工接管\n周二，马斯克发了一条推特，说他“昨日晚间”在德州奥斯丁附近驾驶特斯拉，使用FSD Beta 10.5完全自动驾驶功能，并且随机在地图上选了几条路线。在FSD功能的操作下，车辆行驶稳定，全程无需人工接管。马斯克还强调，这些路线没有高精地图支持，甚至连特斯拉车辆都是第一次行驶。\n2、正面迎战Rivian 通用汽车宣布电动悍马皮卡将从十二月开始交付\n继今年九月电动车行业新星Rivian成为首家交付电动皮卡的车企后，老牌巨头通用汽车也于周二宣布将在年内启动电动悍马皮卡的交付，标志着行业竞争即将正式翻过“PPT造车”这一页。\n通用别克、GMC品牌全球副总裁Duncan Aldred在周二的新闻电话会议上透露了这一消息。这款名为Edition 1的纯电动皮卡也是通用该系列第一款上市的产品，续航里程为329英里，建议零售价达到11.25万美元。在2022至2024年间，通用汽车还将陆续交付该系列的低配版本，起售价最低可达7.99万美元。\n3、戴尔第三财季营收284亿美元 净利润同比大增341%\n据报道，戴尔科技公司今日公布了该公司的2022财年第三财季财报。报告显示，戴尔科技第三财季总净营收为283.94亿美元，与去年同期的234.82亿美元相比增长21%；净利润为38.88亿美元，与去年同期的8.81亿美元相比增长341%。不按照美国通用会计准则，戴尔科技第三财季调整后总净营收为284.05亿美元，与去年同期的235.21亿美元相比增长21%；调整后净利润为20.15亿美元，与去年同期的17.11亿美元相比增长18%。\n戴尔第三财季调整后营收和每股收益均超出华尔街分析师此前预期，从而推动其盘后股价上涨近2%。\n4、小鹏汽车第三季度交付量增长 未受全行业芯片短缺的严重影响\n小鹏汽车股价在纽约市场上涨，此前该公司报告第三季度销量超过预期，全行业供应链困境对该公司的影响不大。\n小鹏汽车周二报告，第三季度营收57亿元人民币(8.92亿美元)，超过分析师平均预期的52亿元。该公司还公布了欧洲扩张计划和大力开发自动驾驶技术的计划。\n5、惠普Q4业绩超预期，盘后涨超8%\n美东时间11月23日（周二）美股盘后，惠普公布了2021财年第四季度及全年业绩。财报显示，惠普Q4净营收167亿美元，上年同期为153亿美元，同比增长9.3%，市场预期为154亿美元。\n6、意大利反垄断机构对亚马逊、苹果罚款超过2亿欧元\n意大利反垄断机构对亚马逊、苹果处以超2亿欧元罚款。苹果将就意大利反垄断监督机构对其涉嫌与亚马逊勾结的罚款提出上诉 。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845088719,"gmtCreate":1636252859809,"gmtModify":1636252859912,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"Good &amp; bad 😂😂","listText":"Good &amp; bad 😂😂","text":"Good & bad 😂😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845088719","repostId":"1194354684","repostType":4,"repost":{"id":"1194354684","kind":"news","weMediaInfo":{"introduction":"提供来自华尔街的观点，观察市场，提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1636116324,"share":"https://www.laohu8.com/m/news/1194354684?lang=&edition=full","pubTime":"2021-11-05 20:45","market":"us","language":"zh","title":"盘前观察：辉瑞新冠药威力有多大？其实问题不少","url":"https://stock-news.laohu8.com/highlight/detail?id=1194354684","media":"老虎锐评","summary":"Pfizer宣布新冠口服药降低住院率89%。","content":"<p>周五，美股盘前上涨，非农就业超预期，失业率进一步下降至4.6%。</p>\n<p><b>&nbsp;Pfizer宣布新冠口服药降低住院率89%</b></p>\n<p>受此新闻影响，无论是疫苗股Moderna，还是前几天宣布口服药成功的Merck，盘前跌幅都在10%左右。仔细看Pfizer公布的试验数据，Moderna和Merck的跌幅都不冤，Pfizer的新冠口服药可能真的是全世界的Game Changer。Pfizer公司CEO Albert Bourla一大早也接受了CNBC的采访，喜形于色。</p>\n<p>Pfizer公司公布的数据非常惊人。在新冠确诊后（轻度和中度症状）的3天内服药，那么服药组的住院率是0.8%，安慰剂组的住院率是7%，服药组没有死亡，安慰剂组的死亡率是1.8%。在新冠确诊后（轻度和中度症状）的5天内服药，那么服药组的住院率是1%，安慰剂组的住院率是6.7%，服药组没有死亡，安慰剂组的死亡率是1.6%。和Merck的临床试验一样，FDA同意了Pfizer提前终止临床试验。</p>\n<p>Pfizer的89%是怎么算出来的？应该是根据3天内服药的结果计算，(7-0.8)/7 = 89%。如果是5天内服药的结果，应该是(6.7-1)/6.7 = 85%。早点服药效果更好，这个逻辑也成立。</p>\n<p>这个数据比Merck的数据好在什么地方？</p>\n<p>1，住院率下降更多。Merck的服药组住院率是7.3%，安慰剂组的住院率是14.1%，住院率降低(14.1-7.3)/14.1 = 48%，Merck自己说是接近50%。但即使是50%，也比89%差了一大截。一种药或者疫苗的数据，是市场推广的关键，就像疫苗的临床试验有效性。本来Pfizer和Moderna效果是差不多的，但是就因为3期临床的偶然因素，Pfizer的有效性是95%而Moderna是94.5%，但世人都就觉得Pfizer的疫苗更好一些。</p>\n<p>2，试验的样本更多。Merck的试验组和安慰剂组，一共是762人，而Pfizer的实验组和安慰剂组，一共是1219人。除此之外，Pfizer的实验组还对3天内服药和5天内服药分别进行了试验，数据的逻辑性很完整（早服药效果更好）。Merck的临床试验只有5天内服药的数据。</p>\n<p>看完了好的一面，说一下Pfizer新药可能存在的问题。</p>\n<p>1，副作用。Pfizer的这款药和Merck的药一样，是早就研发出来的。根据维基百科，Pfizer的这款药原来是用于艾滋病，严重的副作用有：肝病，胰腺炎，过敏反应和心律不齐。不过因为这个药用于治疗艾滋病已经很久了，所以副作用的研究和控制应该到位，不会影响推广。</p>\n<p>2，Pfizer的数据不一定完全能反映真实情况。如果我们对照Pfizer和Merck的试验中的安慰剂组，就会发现Pfizer的安慰剂组的住院率是7%，但Merck的安慰剂组的住院率高达14%。也就是说，<b>即使都不服药，Pfizer的病人体质也比Merck的更好。</b>这个现象很奇怪，可能和Merck的试验样本在全世界分布太广有关。根据Merck的公告，病人分布在23个国家/地区。而Pfizer的临床试验，美国人数接近45%。</p>\n<p>昨天好不容易坚守住Moderna的投资人，今天信心会被彻底击溃。</p>\n<p><b>公司新闻</b></p>\n<p><b>Pinterest：3季度营收好于预期，盘前涨2%。</b>第3季度营收$6.33亿，同比增长43%；净利润$9,399.6万，去年同期净亏损$9,422万。<b>&nbsp;</b></p>\n<p><b><a href=\"https://laohu8.com/S/GOOS\">加拿大鹅</a>：2季度营收好于预期，冬季销售强劲并上调全年预期，盘前涨13%。</b>第2季度营收$2.329亿，去年同期$1.4948亿；每股收益$0.12，去年同期$0.08。<b>&nbsp;</b></p>\n<p><b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a>：3季度营收好于预期，旅游需求激增，盘前涨13%。</b>第3季度营收$29.6亿，同比增长97%；净利润$3.6亿，去年同期净亏损$2.2亿。<b>&nbsp;</b></p>\n<p><b><a href=\"https://laohu8.com/S/PFE\">辉瑞</a>：寻求美国批准其口服新冠药物，辉瑞盘前涨11%，默克(MRK)盘前跌9%，再生元(REGN)盘前跌7%。</b>辉瑞表示口服药的有效性为89%并计划寻求对轻度至中度患者的授权；此前默克表示口服药针对轻度至中度患者有效性为50%，并已在英国获批。<b>&nbsp;</b></p>\n<p><b><a href=\"https://laohu8.com/S/DAL\">达美航空</a>：国际订票量在6周内激增450%，盘前涨5%。</b>白宫9月表示将对来自33个国家的航空旅客重新开放，10月15日白宫表示针对国际旅客的限制将从11月8日起解除。<b>&nbsp;</b></p>\n<p><b><a href=\"https://laohu8.com/S/BA\">波音</a>：有消息称，波音股东同意就737 MAX董事会监督诉讼达成$2.25亿和解。</b>该股东指控波音董事会未能妥善监管与737 MAX相关的安全事宜。<b>&nbsp;</b></p>\n<p><b><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>：特斯拉(北京)召回部分进口Model 3电动汽车。</b>特斯拉召回生产日期在2019年2月2日至2019年10月20日期间的部分进口Model 3，共计91辆。<b>&nbsp;</b></p>\n<p><b><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>：创建新公司Isomorphic Labs，将人工智能用于药物开发。</b>这个新的部门是从谷歌的伦敦研究室DeepMind中分离出来的。<b>&nbsp;</b></p>\n<p><b><a href=\"https://laohu8.com/S/TIGR\">老虎证券</a>：正式获得新加坡证券交易所4项资格认证。</b>获批的资格认证包括清算、证券交易、衍生品交易和存托代理。</p>\n<p><b>其它</b></p>\n<p>全球确诊248,766,763(+524,840)例，死亡5,032,412(+7,682)例。</p>\n<p>美国确诊46,335,944(+82,263)例，死亡751,559(+2,929)例。</p>\n<p>纽约州确诊2,576,396(+4,032)例，死亡56,610(+31)例。</p>\n<p>美国10月非农就业人口增加53.1万，预期45万，前值19.4万。</p>\n<p>美国众议院拟今日就拜登的福利计划立法框架投票。</p>\n<p><a href=\"https://laohu8.com/S/USEG\">美国能源</a>部长：拜登正在考虑是否出售战略石油储备。</p>\n<p>Axios：白宫要求民主党参议员与鲍威尔在感恩节前会面。WSJ：鲍威尔周四前往白宫。</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>盘前观察：辉瑞新冠药威力有多大？其实问题不少</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盘前观察：辉瑞新冠药威力有多大？其实问题不少\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\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\">老虎锐评 </p>\n<p class=\"h-time\">2021-11-05 20:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周五，美股盘前上涨，非农就业超预期，失业率进一步下降至4.6%。</p>\n<p><b>&nbsp;Pfizer宣布新冠口服药降低住院率89%</b></p>\n<p>受此新闻影响，无论是疫苗股Moderna，还是前几天宣布口服药成功的Merck，盘前跌幅都在10%左右。仔细看Pfizer公布的试验数据，Moderna和Merck的跌幅都不冤，Pfizer的新冠口服药可能真的是全世界的Game Changer。Pfizer公司CEO Albert Bourla一大早也接受了CNBC的采访，喜形于色。</p>\n<p>Pfizer公司公布的数据非常惊人。在新冠确诊后（轻度和中度症状）的3天内服药，那么服药组的住院率是0.8%，安慰剂组的住院率是7%，服药组没有死亡，安慰剂组的死亡率是1.8%。在新冠确诊后（轻度和中度症状）的5天内服药，那么服药组的住院率是1%，安慰剂组的住院率是6.7%，服药组没有死亡，安慰剂组的死亡率是1.6%。和Merck的临床试验一样，FDA同意了Pfizer提前终止临床试验。</p>\n<p>Pfizer的89%是怎么算出来的？应该是根据3天内服药的结果计算，(7-0.8)/7 = 89%。如果是5天内服药的结果，应该是(6.7-1)/6.7 = 85%。早点服药效果更好，这个逻辑也成立。</p>\n<p>这个数据比Merck的数据好在什么地方？</p>\n<p>1，住院率下降更多。Merck的服药组住院率是7.3%，安慰剂组的住院率是14.1%，住院率降低(14.1-7.3)/14.1 = 48%，Merck自己说是接近50%。但即使是50%，也比89%差了一大截。一种药或者疫苗的数据，是市场推广的关键，就像疫苗的临床试验有效性。本来Pfizer和Moderna效果是差不多的，但是就因为3期临床的偶然因素，Pfizer的有效性是95%而Moderna是94.5%，但世人都就觉得Pfizer的疫苗更好一些。</p>\n<p>2，试验的样本更多。Merck的试验组和安慰剂组，一共是762人，而Pfizer的实验组和安慰剂组，一共是1219人。除此之外，Pfizer的实验组还对3天内服药和5天内服药分别进行了试验，数据的逻辑性很完整（早服药效果更好）。Merck的临床试验只有5天内服药的数据。</p>\n<p>看完了好的一面，说一下Pfizer新药可能存在的问题。</p>\n<p>1，副作用。Pfizer的这款药和Merck的药一样，是早就研发出来的。根据维基百科，Pfizer的这款药原来是用于艾滋病，严重的副作用有：肝病，胰腺炎，过敏反应和心律不齐。不过因为这个药用于治疗艾滋病已经很久了，所以副作用的研究和控制应该到位，不会影响推广。</p>\n<p>2，Pfizer的数据不一定完全能反映真实情况。如果我们对照Pfizer和Merck的试验中的安慰剂组，就会发现Pfizer的安慰剂组的住院率是7%，但Merck的安慰剂组的住院率高达14%。也就是说，<b>即使都不服药，Pfizer的病人体质也比Merck的更好。</b>这个现象很奇怪，可能和Merck的试验样本在全世界分布太广有关。根据Merck的公告，病人分布在23个国家/地区。而Pfizer的临床试验，美国人数接近45%。</p>\n<p>昨天好不容易坚守住Moderna的投资人，今天信心会被彻底击溃。</p>\n<p><b>公司新闻</b></p>\n<p><b>Pinterest：3季度营收好于预期，盘前涨2%。</b>第3季度营收$6.33亿，同比增长43%；净利润$9,399.6万，去年同期净亏损$9,422万。<b>&nbsp;</b></p>\n<p><b><a href=\"https://laohu8.com/S/GOOS\">加拿大鹅</a>：2季度营收好于预期，冬季销售强劲并上调全年预期，盘前涨13%。</b>第2季度营收$2.329亿，去年同期$1.4948亿；每股收益$0.12，去年同期$0.08。<b>&nbsp;</b></p>\n<p><b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a>：3季度营收好于预期，旅游需求激增，盘前涨13%。</b>第3季度营收$29.6亿，同比增长97%；净利润$3.6亿，去年同期净亏损$2.2亿。<b>&nbsp;</b></p>\n<p><b><a href=\"https://laohu8.com/S/PFE\">辉瑞</a>：寻求美国批准其口服新冠药物，辉瑞盘前涨11%，默克(MRK)盘前跌9%，再生元(REGN)盘前跌7%。</b>辉瑞表示口服药的有效性为89%并计划寻求对轻度至中度患者的授权；此前默克表示口服药针对轻度至中度患者有效性为50%，并已在英国获批。<b>&nbsp;</b></p>\n<p><b><a href=\"https://laohu8.com/S/DAL\">达美航空</a>：国际订票量在6周内激增450%，盘前涨5%。</b>白宫9月表示将对来自33个国家的航空旅客重新开放，10月15日白宫表示针对国际旅客的限制将从11月8日起解除。<b>&nbsp;</b></p>\n<p><b><a href=\"https://laohu8.com/S/BA\">波音</a>：有消息称，波音股东同意就737 MAX董事会监督诉讼达成$2.25亿和解。</b>该股东指控波音董事会未能妥善监管与737 MAX相关的安全事宜。<b>&nbsp;</b></p>\n<p><b><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>：特斯拉(北京)召回部分进口Model 3电动汽车。</b>特斯拉召回生产日期在2019年2月2日至2019年10月20日期间的部分进口Model 3，共计91辆。<b>&nbsp;</b></p>\n<p><b><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>：创建新公司Isomorphic Labs，将人工智能用于药物开发。</b>这个新的部门是从谷歌的伦敦研究室DeepMind中分离出来的。<b>&nbsp;</b></p>\n<p><b><a href=\"https://laohu8.com/S/TIGR\">老虎证券</a>：正式获得新加坡证券交易所4项资格认证。</b>获批的资格认证包括清算、证券交易、衍生品交易和存托代理。</p>\n<p><b>其它</b></p>\n<p>全球确诊248,766,763(+524,840)例，死亡5,032,412(+7,682)例。</p>\n<p>美国确诊46,335,944(+82,263)例，死亡751,559(+2,929)例。</p>\n<p>纽约州确诊2,576,396(+4,032)例，死亡56,610(+31)例。</p>\n<p>美国10月非农就业人口增加53.1万，预期45万，前值19.4万。</p>\n<p>美国众议院拟今日就拜登的福利计划立法框架投票。</p>\n<p><a href=\"https://laohu8.com/S/USEG\">美国能源</a>部长：拜登正在考虑是否出售战略石油储备。</p>\n<p>Axios：白宫要求民主党参议员与鲍威尔在感恩节前会面。WSJ：鲍威尔周四前往白宫。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e51dca4aea5a4f4975d48e2264c0446","relate_stocks":{".DJI":"道琼斯","PFE":"辉瑞"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194354684","content_text":"周五，美股盘前上涨，非农就业超预期，失业率进一步下降至4.6%。\n Pfizer宣布新冠口服药降低住院率89%\n受此新闻影响，无论是疫苗股Moderna，还是前几天宣布口服药成功的Merck，盘前跌幅都在10%左右。仔细看Pfizer公布的试验数据，Moderna和Merck的跌幅都不冤，Pfizer的新冠口服药可能真的是全世界的Game Changer。Pfizer公司CEO Albert Bourla一大早也接受了CNBC的采访，喜形于色。\nPfizer公司公布的数据非常惊人。在新冠确诊后（轻度和中度症状）的3天内服药，那么服药组的住院率是0.8%，安慰剂组的住院率是7%，服药组没有死亡，安慰剂组的死亡率是1.8%。在新冠确诊后（轻度和中度症状）的5天内服药，那么服药组的住院率是1%，安慰剂组的住院率是6.7%，服药组没有死亡，安慰剂组的死亡率是1.6%。和Merck的临床试验一样，FDA同意了Pfizer提前终止临床试验。\nPfizer的89%是怎么算出来的？应该是根据3天内服药的结果计算，(7-0.8)/7 = 89%。如果是5天内服药的结果，应该是(6.7-1)/6.7 = 85%。早点服药效果更好，这个逻辑也成立。\n这个数据比Merck的数据好在什么地方？\n1，住院率下降更多。Merck的服药组住院率是7.3%，安慰剂组的住院率是14.1%，住院率降低(14.1-7.3)/14.1 = 48%，Merck自己说是接近50%。但即使是50%，也比89%差了一大截。一种药或者疫苗的数据，是市场推广的关键，就像疫苗的临床试验有效性。本来Pfizer和Moderna效果是差不多的，但是就因为3期临床的偶然因素，Pfizer的有效性是95%而Moderna是94.5%，但世人都就觉得Pfizer的疫苗更好一些。\n2，试验的样本更多。Merck的试验组和安慰剂组，一共是762人，而Pfizer的实验组和安慰剂组，一共是1219人。除此之外，Pfizer的实验组还对3天内服药和5天内服药分别进行了试验，数据的逻辑性很完整（早服药效果更好）。Merck的临床试验只有5天内服药的数据。\n看完了好的一面，说一下Pfizer新药可能存在的问题。\n1，副作用。Pfizer的这款药和Merck的药一样，是早就研发出来的。根据维基百科，Pfizer的这款药原来是用于艾滋病，严重的副作用有：肝病，胰腺炎，过敏反应和心律不齐。不过因为这个药用于治疗艾滋病已经很久了，所以副作用的研究和控制应该到位，不会影响推广。\n2，Pfizer的数据不一定完全能反映真实情况。如果我们对照Pfizer和Merck的试验中的安慰剂组，就会发现Pfizer的安慰剂组的住院率是7%，但Merck的安慰剂组的住院率高达14%。也就是说，即使都不服药，Pfizer的病人体质也比Merck的更好。这个现象很奇怪，可能和Merck的试验样本在全世界分布太广有关。根据Merck的公告，病人分布在23个国家/地区。而Pfizer的临床试验，美国人数接近45%。\n昨天好不容易坚守住Moderna的投资人，今天信心会被彻底击溃。\n公司新闻\nPinterest：3季度营收好于预期，盘前涨2%。第3季度营收$6.33亿，同比增长43%；净利润$9,399.6万，去年同期净亏损$9,422万。 \n加拿大鹅：2季度营收好于预期，冬季销售强劲并上调全年预期，盘前涨13%。第2季度营收$2.329亿，去年同期$1.4948亿；每股收益$0.12，去年同期$0.08。 \nExpedia：3季度营收好于预期，旅游需求激增，盘前涨13%。第3季度营收$29.6亿，同比增长97%；净利润$3.6亿，去年同期净亏损$2.2亿。 \n辉瑞：寻求美国批准其口服新冠药物，辉瑞盘前涨11%，默克(MRK)盘前跌9%，再生元(REGN)盘前跌7%。辉瑞表示口服药的有效性为89%并计划寻求对轻度至中度患者的授权；此前默克表示口服药针对轻度至中度患者有效性为50%，并已在英国获批。 \n达美航空：国际订票量在6周内激增450%，盘前涨5%。白宫9月表示将对来自33个国家的航空旅客重新开放，10月15日白宫表示针对国际旅客的限制将从11月8日起解除。 \n波音：有消息称，波音股东同意就737 MAX董事会监督诉讼达成$2.25亿和解。该股东指控波音董事会未能妥善监管与737 MAX相关的安全事宜。 \n特斯拉：特斯拉(北京)召回部分进口Model 3电动汽车。特斯拉召回生产日期在2019年2月2日至2019年10月20日期间的部分进口Model 3，共计91辆。 \n谷歌：创建新公司Isomorphic Labs，将人工智能用于药物开发。这个新的部门是从谷歌的伦敦研究室DeepMind中分离出来的。 \n老虎证券：正式获得新加坡证券交易所4项资格认证。获批的资格认证包括清算、证券交易、衍生品交易和存托代理。\n其它\n全球确诊248,766,763(+524,840)例，死亡5,032,412(+7,682)例。\n美国确诊46,335,944(+82,263)例，死亡751,559(+2,929)例。\n纽约州确诊2,576,396(+4,032)例，死亡56,610(+31)例。\n美国10月非农就业人口增加53.1万，预期45万，前值19.4万。\n美国众议院拟今日就拜登的福利计划立法框架投票。\n美国能源部长：拜登正在考虑是否出售战略石油储备。\nAxios：白宫要求民主党参议员与鲍威尔在感恩节前会面。WSJ：鲍威尔周四前往白宫。","news_type":1},"isVote":1,"tweetType":1,"viewCount":946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843641396,"gmtCreate":1635827142345,"gmtModify":1635827142345,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"Awesome 💪💪","listText":"Awesome 💪💪","text":"Awesome 💪💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843641396","repostId":"1101587028","repostType":4,"repost":{"id":"1101587028","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1635822216,"share":"https://www.laohu8.com/m/news/1101587028?lang=&edition=full","pubTime":"2021-11-02 11:03","market":"us","language":"zh","title":"特斯涨不停，它从来不只是一家汽车公司","url":"https://stock-news.laohu8.com/highlight/detail?id=1101587028","media":"Wind万得","summary":"隔夜美股特斯拉继续大涨超8%，市值达到1.2万亿美元，马斯克个人净资产也达到了3351亿美元，稳坐世界首富之位，大多数人以为特斯拉只是一家新能源汽车公司，但其实特斯拉的“野心”是星辰大海，绝不仅仅甘心","content":"<p>隔夜美股<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>继续大涨超8%，市值达到1.2万亿美元，马斯克个人净资产也达到了3351亿美元，稳坐世界首富之位，大多数人以为特斯拉只是一家新能源汽车公司，但其实特斯拉的“野心”是星辰大海，绝不仅仅甘心只做一家汽车公司。</p>\n<p><img src=\"https://static.tigerbbs.com/10ac0c714416856dccda6f00e59c80cc\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>根据Reddit网友统计，特斯拉业务主要分六大板块，其中最主要的是汽车制造，其次是和能源、自动驾驶相关的配套制造及服务业，这其中的每一个部门单独拎出来都可以成为一家企业，最后还有特斯拉和马斯克手头另一家公司SpaceX相关的业务，空中汽车。</p>\n<p><img src=\"https://static.tigerbbs.com/0d97827d1816fff15553b2ebb4e0069a\" tg-width=\"796\" tg-height=\"1013\" referrerpolicy=\"no-referrer\"></p>\n<p>Loup Ventures联合创始人兼管理合伙人Gene Munster曾说，特斯拉跟最初的<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>极为相似。当时大家都以为亚马逊只是卖书的，就像认为特斯拉是卖电动车的，实际上特斯拉的出现是加快了全球向可再生能源转变的进程，“它正在从能源公司手上抢走生意”。</p>\n<p>目前来说，特斯拉的主要营收还是来自汽车制造业务，三季度汽车业务收入 120.57 亿美元（其中包含2.79 亿美元的碳排放积分出售收入），环比增加 18.1%，同比增加 58%，毛利率达30.5%。</p>\n<p>储能方面，在今年三季报中，特斯拉提到，储能业务同比增长71%，最近宣布建立了新的 Megapack储能工厂，产能为40GWh。</p>\n<p>过去一年里，特斯拉部署了近4.6 GWh的储能系统，其中Megapack总量为3GWh。从现有3GWh产能扩至40GWh，已是超出10倍的储能产能扩张，特斯拉表示“非常期待Megapacks产品的广阔潜力”。</p>\n<p>第三季度<a href=\"https://laohu8.com/S/000591\">太阳能</a>设备装机量达到83兆瓦，同比增长46%；太阳能屋顶的装机量同比增长了一倍多。</p>\n<p>在自动驾驶方面，特斯拉Beta版城市路况FSD，今年10月份，特斯拉已经开始向更多司机推出，以希望收集更多数据，协助产品落地。</p>\n<p>目前，FSD已更新到V9.1版本，就用户评价而言，褒贬不一。在一些场景下，比如在雾天的良好表现，受到了用户赞誉，也因出现的许多失误被人诟病。FSD距离特斯拉所述的完全自动驾驶，还有一段距离。</p>\n<p>特斯拉从电动车起步，围绕清洁能源多领域共同发展，随着碳中和成为全球共同发展目标，特斯拉必将搭乘这一东风走的更远。</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>特斯涨不停，它从来不只是一家汽车公司</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特斯涨不停，它从来不只是一家汽车公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2021-11-02 11:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>隔夜美股<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>继续大涨超8%，市值达到1.2万亿美元，马斯克个人净资产也达到了3351亿美元，稳坐世界首富之位，大多数人以为特斯拉只是一家新能源汽车公司，但其实特斯拉的“野心”是星辰大海，绝不仅仅甘心只做一家汽车公司。</p>\n<p><img src=\"https://static.tigerbbs.com/10ac0c714416856dccda6f00e59c80cc\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>根据Reddit网友统计，特斯拉业务主要分六大板块，其中最主要的是汽车制造，其次是和能源、自动驾驶相关的配套制造及服务业，这其中的每一个部门单独拎出来都可以成为一家企业，最后还有特斯拉和马斯克手头另一家公司SpaceX相关的业务，空中汽车。</p>\n<p><img src=\"https://static.tigerbbs.com/0d97827d1816fff15553b2ebb4e0069a\" tg-width=\"796\" tg-height=\"1013\" referrerpolicy=\"no-referrer\"></p>\n<p>Loup Ventures联合创始人兼管理合伙人Gene Munster曾说，特斯拉跟最初的<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>极为相似。当时大家都以为亚马逊只是卖书的，就像认为特斯拉是卖电动车的，实际上特斯拉的出现是加快了全球向可再生能源转变的进程，“它正在从能源公司手上抢走生意”。</p>\n<p>目前来说，特斯拉的主要营收还是来自汽车制造业务，三季度汽车业务收入 120.57 亿美元（其中包含2.79 亿美元的碳排放积分出售收入），环比增加 18.1%，同比增加 58%，毛利率达30.5%。</p>\n<p>储能方面，在今年三季报中，特斯拉提到，储能业务同比增长71%，最近宣布建立了新的 Megapack储能工厂，产能为40GWh。</p>\n<p>过去一年里，特斯拉部署了近4.6 GWh的储能系统，其中Megapack总量为3GWh。从现有3GWh产能扩至40GWh，已是超出10倍的储能产能扩张，特斯拉表示“非常期待Megapacks产品的广阔潜力”。</p>\n<p>第三季度<a href=\"https://laohu8.com/S/000591\">太阳能</a>设备装机量达到83兆瓦，同比增长46%；太阳能屋顶的装机量同比增长了一倍多。</p>\n<p>在自动驾驶方面，特斯拉Beta版城市路况FSD，今年10月份，特斯拉已经开始向更多司机推出，以希望收集更多数据，协助产品落地。</p>\n<p>目前，FSD已更新到V9.1版本，就用户评价而言，褒贬不一。在一些场景下，比如在雾天的良好表现，受到了用户赞誉，也因出现的许多失误被人诟病。FSD距离特斯拉所述的完全自动驾驶，还有一段距离。</p>\n<p>特斯拉从电动车起步，围绕清洁能源多领域共同发展，随着碳中和成为全球共同发展目标，特斯拉必将搭乘这一东风走的更远。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8541380317eba7ef07da7c529e879c07","relate_stocks":{"AMZN":"亚马逊","TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101587028","content_text":"隔夜美股特斯拉继续大涨超8%，市值达到1.2万亿美元，马斯克个人净资产也达到了3351亿美元，稳坐世界首富之位，大多数人以为特斯拉只是一家新能源汽车公司，但其实特斯拉的“野心”是星辰大海，绝不仅仅甘心只做一家汽车公司。\n\n根据Reddit网友统计，特斯拉业务主要分六大板块，其中最主要的是汽车制造，其次是和能源、自动驾驶相关的配套制造及服务业，这其中的每一个部门单独拎出来都可以成为一家企业，最后还有特斯拉和马斯克手头另一家公司SpaceX相关的业务，空中汽车。\n\nLoup Ventures联合创始人兼管理合伙人Gene Munster曾说，特斯拉跟最初的亚马逊极为相似。当时大家都以为亚马逊只是卖书的，就像认为特斯拉是卖电动车的，实际上特斯拉的出现是加快了全球向可再生能源转变的进程，“它正在从能源公司手上抢走生意”。\n目前来说，特斯拉的主要营收还是来自汽车制造业务，三季度汽车业务收入 120.57 亿美元（其中包含2.79 亿美元的碳排放积分出售收入），环比增加 18.1%，同比增加 58%，毛利率达30.5%。\n储能方面，在今年三季报中，特斯拉提到，储能业务同比增长71%，最近宣布建立了新的 Megapack储能工厂，产能为40GWh。\n过去一年里，特斯拉部署了近4.6 GWh的储能系统，其中Megapack总量为3GWh。从现有3GWh产能扩至40GWh，已是超出10倍的储能产能扩张，特斯拉表示“非常期待Megapacks产品的广阔潜力”。\n第三季度太阳能设备装机量达到83兆瓦，同比增长46%；太阳能屋顶的装机量同比增长了一倍多。\n在自动驾驶方面，特斯拉Beta版城市路况FSD，今年10月份，特斯拉已经开始向更多司机推出，以希望收集更多数据，协助产品落地。\n目前，FSD已更新到V9.1版本，就用户评价而言，褒贬不一。在一些场景下，比如在雾天的良好表现，受到了用户赞誉，也因出现的许多失误被人诟病。FSD距离特斯拉所述的完全自动驾驶，还有一段距离。\n特斯拉从电动车起步，围绕清洁能源多领域共同发展，随着碳中和成为全球共同发展目标，特斯拉必将搭乘这一东风走的更远。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840130900,"gmtCreate":1635603136891,"gmtModify":1635603136891,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"股王💪💪","listText":"股王💪💪","text":"股王💪💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/840130900","repostId":"1163834980","repostType":4,"repost":{"id":"1163834980","kind":"news","pubTimestamp":1635596402,"share":"https://www.laohu8.com/m/news/1163834980?lang=&edition=full","pubTime":"2021-10-30 20:20","market":"us","language":"zh","title":"再次加冕“全球股王”，微软凭什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1163834980","media":"华尔街见闻","summary":"微软云业务爆发、苹果供应链限制是此次微软市值再次登顶的关键因素。","content":"<p>作者：许超</p>\n<p>在最新财报季后，<a href=\"https://laohu8.com/S/MSFT\">微软</a>超越<a href=\"https://laohu8.com/S/AAPL\">苹果</a>，时隔一年多再次登顶世界最高市值公司的宝座。</p>\n<p>截至当地时间周五美股收盘，微软股价上涨2.24%，市值达到2.49万亿美元。与此同时，苹果股价下跌1.82%，市值降至2.48万亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/6252015c703e662abdab04c8499c561f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>凭借Windows操作系统和Office办公套件，微软曾在上个世纪90年代末长期霸占世界最高市值公司的宝座。在互联网泡沫时期，微软市值曾达到6147亿美元的峰值，市值是苹果公司的40倍。</p>\n<p>但在iPhone系列硬件推出后，苹果于2010年市值超越微软。后者则由于美国政府反垄断打击行动的持续影响，以及错过<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手机革命等战略失误，股价陷入近10年的低迷期。</p>\n<p>微软上一次市值超苹果还是在去年5月，当时受强劲的货币、财政刺激，大批投资者涌向科技成长股。但受疫情期间硬件红利影响，苹果股价随后迅速攀升，公司市值在3个月后首次达到了2万亿美元，再次夺回了这桂冠。</p>\n<p>与AWS差距大幅缩小</p>\n<p>市场分析认为，微软云业务爆发、苹果供应链限制是此次微软市值再次反超的关键因素。</p>\n<p>在财务数据方面，微软周二公布的2022财年第一季度财报十分强劲：公司营收达到453亿美元，同比增长22%，远超市场预期，<b>收入连续第11个季度超过华尔街的平均预期。</b>公司经营利润则达到202亿，远超市场预期186亿。</p>\n<p><img src=\"https://static.tigerbbs.com/5482036cf3519da424fd0bf9438ff74b\" tg-width=\"640\" tg-height=\"222\" referrerpolicy=\"no-referrer\"></p>\n<p>在细分业务方面，微软所有业务业绩都好于预期。云业务已成公司营收最大的推力，包括Azure公共云、企业服务、GitHub等在内的智能云业务实现营收169.8亿美元，超预期165.8 美元，<b>同比增长31%，Azure云业务本季度增速则达到惊人的50%。</b></p>\n<p>在云业务竞争对手方面，微软与行业老大<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>的差距已大幅缩小。</p>\n<p>以过去12个月的收入计算，<b>微软Azure云计算服务目前的规模已达到AWS业务的61%，而仅仅5年前这一比例为30%</b>；过去八个季度，微软云业务的同比增长率平均为34%，而亚马逊AWS平均为32%。</p>\n<p>苹果“缺芯”</p>\n<p>在苹果方面，由于供应链限制，苹果季度营收自2017年5月以来首次低于市场预期。</p>\n<p>财报显示，苹果在2021财年的收官季度录得营收833.6亿美元，同比增29%，至9月季度的公司史上最高，但逊于分析师预期的846.9亿美元，环比增2.4%。</p>\n<p><img src=\"https://static.tigerbbs.com/bd05f843eae9145c82e3d4a05a04e150\" tg-width=\"640\" tg-height=\"452\" referrerpolicy=\"no-referrer\"></p>\n<p>对于财报弱于预期，苹果CEO库克将原因归结于iPhone、iPad和Mac的供应限制超出预期。在电话会议上，库克表示，<b>公司因供应链问题造成的损失达到60亿美元。</b></p>\n<p>库克表示，芯片短缺是造成供应链短缺的主因，芯片供应问题出现在“遗留节点”或较老的芯片上。同时东南亚国家疫情则产生大面积停工的影响。</p>\n<p><b>更糟糕的是，苹果预计供应链受限问题将年底关键的假期购物季造成更大的影响</b>，按照以往经验，年底的购物需求往往会推高公司业绩。</p>\n<p>库克在电话会议上称，苹果预计到第一财季（年底购物季）结束时，供应受限产生的营收影响将超过第四财季的60亿美元。按照目前供应链受限趋势，苹果市值再超微软或许还要再等一阵子了。</p>","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>再次加冕“全球股王”，微软凭什么？</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{ 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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再次加冕“全球股王”，微软凭什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-30 20:20 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3643707><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：许超\n在最新财报季后，微软超越苹果，时隔一年多再次登顶世界最高市值公司的宝座。\n截至当地时间周五美股收盘，微软股价上涨2.24%，市值达到2.49万亿美元。与此同时，苹果股价下跌1.82%，市值降至2.48万亿美元。\n\n凭借Windows操作系统和Office办公套件，微软曾在上个世纪90年代末长期霸占世界最高市值公司的宝座。在互联网泡沫时期，微软市值曾达到6147亿美元的峰值，市值是...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3643707\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2aa5fdb0ffbd6582a4dfb6732bacef9b","relate_stocks":{"MSFT":"微软"},"source_url":"https://wallstreetcn.com/articles/3643707","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1163834980","content_text":"作者：许超\n在最新财报季后，微软超越苹果，时隔一年多再次登顶世界最高市值公司的宝座。\n截至当地时间周五美股收盘，微软股价上涨2.24%，市值达到2.49万亿美元。与此同时，苹果股价下跌1.82%，市值降至2.48万亿美元。\n\n凭借Windows操作系统和Office办公套件，微软曾在上个世纪90年代末长期霸占世界最高市值公司的宝座。在互联网泡沫时期，微软市值曾达到6147亿美元的峰值，市值是苹果公司的40倍。\n但在iPhone系列硬件推出后，苹果于2010年市值超越微软。后者则由于美国政府反垄断打击行动的持续影响，以及错过智能手机革命等战略失误，股价陷入近10年的低迷期。\n微软上一次市值超苹果还是在去年5月，当时受强劲的货币、财政刺激，大批投资者涌向科技成长股。但受疫情期间硬件红利影响，苹果股价随后迅速攀升，公司市值在3个月后首次达到了2万亿美元，再次夺回了这桂冠。\n与AWS差距大幅缩小\n市场分析认为，微软云业务爆发、苹果供应链限制是此次微软市值再次反超的关键因素。\n在财务数据方面，微软周二公布的2022财年第一季度财报十分强劲：公司营收达到453亿美元，同比增长22%，远超市场预期，收入连续第11个季度超过华尔街的平均预期。公司经营利润则达到202亿，远超市场预期186亿。\n\n在细分业务方面，微软所有业务业绩都好于预期。云业务已成公司营收最大的推力，包括Azure公共云、企业服务、GitHub等在内的智能云业务实现营收169.8亿美元，超预期165.8 美元，同比增长31%，Azure云业务本季度增速则达到惊人的50%。\n在云业务竞争对手方面，微软与行业老大亚马逊的差距已大幅缩小。\n以过去12个月的收入计算，微软Azure云计算服务目前的规模已达到AWS业务的61%，而仅仅5年前这一比例为30%；过去八个季度，微软云业务的同比增长率平均为34%，而亚马逊AWS平均为32%。\n苹果“缺芯”\n在苹果方面，由于供应链限制，苹果季度营收自2017年5月以来首次低于市场预期。\n财报显示，苹果在2021财年的收官季度录得营收833.6亿美元，同比增29%，至9月季度的公司史上最高，但逊于分析师预期的846.9亿美元，环比增2.4%。\n\n对于财报弱于预期，苹果CEO库克将原因归结于iPhone、iPad和Mac的供应限制超出预期。在电话会议上，库克表示，公司因供应链问题造成的损失达到60亿美元。\n库克表示，芯片短缺是造成供应链短缺的主因，芯片供应问题出现在“遗留节点”或较老的芯片上。同时东南亚国家疫情则产生大面积停工的影响。\n更糟糕的是，苹果预计供应链受限问题将年底关键的假期购物季造成更大的影响，按照以往经验，年底的购物需求往往会推高公司业绩。\n库克在电话会议上称，苹果预计到第一财季（年底购物季）结束时，供应受限产生的营收影响将超过第四财季的60亿美元。按照目前供应链受限趋势，苹果市值再超微软或许还要再等一阵子了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1028,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855405076,"gmtCreate":1635387101027,"gmtModify":1635387101184,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"😰😰","listText":"😰😰","text":"😰😰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855405076","repostId":"2178281571","repostType":2,"repost":{"id":"2178281571","kind":"news","pubTimestamp":1635315260,"share":"https://www.laohu8.com/m/news/2178281571?lang=&edition=full","pubTime":"2021-10-27 14:14","market":"us","language":"zh","title":"*中金下调金山软件(03888.HK)目标价至48.7元 料游戏业务压力仍存","url":"https://stock-news.laohu8.com/highlight/detail?id=2178281571","media":"AAFN","summary":"~阿思达克财经新闻网址: www.aastocks.com","content":"<html><body><p>~阿思达克财经新闻网址: www.aastocks.com</p></body></html>","source":"aastocks","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>*中金下调金山软件(03888.HK)目标价至48.7元 料游戏业务压力仍存</title>\n<style 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www.aastocks.com","news_type":1},"isVote":1,"tweetType":1,"viewCount":764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855402835,"gmtCreate":1635387070147,"gmtModify":1635387072120,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"Awesome 👍👍","listText":"Awesome 👍👍","text":"Awesome 👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855402835","repostId":"1136901772","repostType":4,"repost":{"id":"1136901772","kind":"news","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":1635344690,"share":"https://www.laohu8.com/m/news/1136901772?lang=&edition=full","pubTime":"2021-10-27 22:24","market":"other","language":"zh","title":"谷歌A涨超3%，Q3营收盈利超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1136901772","media":"老虎资讯综合","summary":"10月27日，谷歌A涨超3%，Q3营收盈利超预期，运营利润率同比跃升8个百分点至32%\n\n广告业务前景依然亮丽，多家投行唱多Alphabet\n周二美股盘后，谷歌母公司Alphabet(GOOGL.US","content":"<p>10月27日，<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>涨超3%，Q3营收盈利超预期，运营利润率同比跃升8个百分点至32%</p>\n<p><img src=\"https://static.tigerbbs.com/69a14f7b175d0f2f474cbd645d56e7c6\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><b>广告业务前景依然亮丽，多家投行唱多Alphabet</b></p>\n<p>周二美股盘后，谷歌母公司Alphabet(GOOGL.US)发布了2021年第三季度财报。虽然因云业务和YouTube视频平台广告的收入均不及预期且增速不及上季度，但一众投行仍对该股持积极看法，并纷纷上调了目标价。</p>\n<p>财报显示，Alphabet三季度营收同比增长41%至651.2亿美元，超过预期的633.17亿美元，为该公司14年来最大的季度收入。</p>\n<p>其中，第三季度谷歌搜索及其他业务的营收379.26亿美元，同比增44%;来自YouTube的广告业务营收72.05亿美元，同比增43%。三季度整体广告收入同比增43%至531.3亿美元;谷歌云(GoogleCloud)业务营收49.9亿美元，同比增45%。</p>\n<p>三季度净利润为189.36亿美元，超过预期的162.08亿美元;每股盈利27.99美元，市场预期为24.08美元。</p>\n<p>以下为该公司财报公布后的投行观点：</p>\n<p><b>KeyBanc分析师AndyHargreaves维持谷歌母公司Alphabet(GOOGL.US)“增持”评级，目标价由3071美元上调至3090美元。</b>分析师认为，考虑到当前经济和广告市场的不确定性，该公司将能够通过搜索业务的稳定性及YouTube盈利的增加，在营收上获得持续增长。此外，该分析师表示，该公司的费用增长仍保持克制，这意味着在中期内，类似的每股收益增长是可以实现的。</p>\n<p><b>Stifel分析师ScottDevitt维持Alphabet(GOOGL.US)“买入”评级，目标价由3000美元上调至3200美元。</b>分析师指出，该公司Q3营收较市场预期高出3%，营业利润率较市场预期高出约400个基点;尽管近期内苹果隐私政策的更改仍将对YouTube产生影响并限制社交广告的效果，但随着时间的推移，谷歌的核心广告产品将获得更大份额的广告预算。</p>\n<p><b>Truist分析师YoussefSquali维持Alphabet(GOOGL.US)“买入”评级，目标价由3100美元上调至3400美元。</b>分析师认为，该公司的业绩显示出了迄今为止其他数字广告平台所没有的韧性，其Q3总营收录得41%的同比涨幅。该分析师表示，这份三季度业绩显示出该公司作为全球数字经济引擎的“卓越”地位。</p>\n<p><b>Oppenheimer分析师JasonHelfstein维持Alphabet(GOOGL.US)“增持“评级，目标价由3000美元上调至3500美元。</b>分析师认为，该公司的三季度财报符合预期;营收同比增长41%，较市场预期高3%，而且苹果隐私政策的更改对其影响很小。分析师表示，尽管谷歌云业务的营收略低于市场预期，但运营亏损有所改善，这表明该业务正在逐步实现盈利。他还补充称，鉴于在线视频的巨大需求、以及苹果隐私新规对社交媒体的影响存在不确定性，YouTube在第四季度将处于有利地位。</p>\n<p><b>Piper Sandler分析师ThomasChampion维持Alphabet(GOOGL.US)“增持“评级，目标价由3034美元上调至3150美元。</b>分析师表示，该公司第三季度的业绩令人印象深刻，营收较该行预期高出5%，息税折旧摊销前利润(EBITDA)则较预期高出16%。</p>\n<p><b>摩根大通分析师RonaldJosey维持Alphabet(GOOGL.US)“跑赢大盘”评级，目标价由3100美元上调至3300美元。</b>分析师表示，该公司第三季度业绩好于预期，原因是“所有的广告收入渠道、地区和几乎所有的垂直领域”都表现强劲。分析师补充称，该公司的搜索业务吸引了更多线上和线下产品的青睐，而YouTube正受益于广告预算从电视转向数字平台的趋势，其运营利润率正达到2012年以来的最高水平。</p>\n<p><b>瑞穗分析师JamesLee维持Alphabet(GOOGL.US)“买入”评级，目标价由3100美元上调至3350美元。</b>分析师表示，得益于返校季期间的强劲表现和苹果隐私新规的有限影响，该公司营收较市场预期高出3%;该公司营收增长强劲，盈利能力也有所提高。</p>\n<p><b>巴克莱分析师RossSandler维持Alphabet(GOOGL.US)“增持“评级，目标价由3200美元上调至3300美元。</b>分析师指出，该公司整体广告市场依然强劲，而且与大多数数字广告同行所不同，该公司似乎没有受到苹果隐私新规或供应链的负面影响。然而，该分析师表示，随着未来几个季度“谷歌在营收和利润上可能表现挣扎”，并且要以2021年的出色表现作为同比基数，该股届时可能会“略微横盘震荡”。</p>\n<p><b>Canaccord分析师MariaRipps维持Alphabet(GOOGL.US)“买入”评级，目标价由3100美元上调至3350美元。</b>分析师表示，在可预见的未来，该公司核心业务的稳定性、在谷歌网站和云计算领域的新商业举措以及多年投资，将会继续推动其增长势头。</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>谷歌A涨超3%，Q3营收盈利超预期</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谷歌A涨超3%，Q3营收盈利超预期\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\">2021-10-27 22:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月27日，<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>涨超3%，Q3营收盈利超预期，运营利润率同比跃升8个百分点至32%</p>\n<p><img src=\"https://static.tigerbbs.com/69a14f7b175d0f2f474cbd645d56e7c6\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><b>广告业务前景依然亮丽，多家投行唱多Alphabet</b></p>\n<p>周二美股盘后，谷歌母公司Alphabet(GOOGL.US)发布了2021年第三季度财报。虽然因云业务和YouTube视频平台广告的收入均不及预期且增速不及上季度，但一众投行仍对该股持积极看法，并纷纷上调了目标价。</p>\n<p>财报显示，Alphabet三季度营收同比增长41%至651.2亿美元，超过预期的633.17亿美元，为该公司14年来最大的季度收入。</p>\n<p>其中，第三季度谷歌搜索及其他业务的营收379.26亿美元，同比增44%;来自YouTube的广告业务营收72.05亿美元，同比增43%。三季度整体广告收入同比增43%至531.3亿美元;谷歌云(GoogleCloud)业务营收49.9亿美元，同比增45%。</p>\n<p>三季度净利润为189.36亿美元，超过预期的162.08亿美元;每股盈利27.99美元，市场预期为24.08美元。</p>\n<p>以下为该公司财报公布后的投行观点：</p>\n<p><b>KeyBanc分析师AndyHargreaves维持谷歌母公司Alphabet(GOOGL.US)“增持”评级，目标价由3071美元上调至3090美元。</b>分析师认为，考虑到当前经济和广告市场的不确定性，该公司将能够通过搜索业务的稳定性及YouTube盈利的增加，在营收上获得持续增长。此外，该分析师表示，该公司的费用增长仍保持克制，这意味着在中期内，类似的每股收益增长是可以实现的。</p>\n<p><b>Stifel分析师ScottDevitt维持Alphabet(GOOGL.US)“买入”评级，目标价由3000美元上调至3200美元。</b>分析师指出，该公司Q3营收较市场预期高出3%，营业利润率较市场预期高出约400个基点;尽管近期内苹果隐私政策的更改仍将对YouTube产生影响并限制社交广告的效果，但随着时间的推移，谷歌的核心广告产品将获得更大份额的广告预算。</p>\n<p><b>Truist分析师YoussefSquali维持Alphabet(GOOGL.US)“买入”评级，目标价由3100美元上调至3400美元。</b>分析师认为，该公司的业绩显示出了迄今为止其他数字广告平台所没有的韧性，其Q3总营收录得41%的同比涨幅。该分析师表示，这份三季度业绩显示出该公司作为全球数字经济引擎的“卓越”地位。</p>\n<p><b>Oppenheimer分析师JasonHelfstein维持Alphabet(GOOGL.US)“增持“评级，目标价由3000美元上调至3500美元。</b>分析师认为，该公司的三季度财报符合预期;营收同比增长41%，较市场预期高3%，而且苹果隐私政策的更改对其影响很小。分析师表示，尽管谷歌云业务的营收略低于市场预期，但运营亏损有所改善，这表明该业务正在逐步实现盈利。他还补充称，鉴于在线视频的巨大需求、以及苹果隐私新规对社交媒体的影响存在不确定性，YouTube在第四季度将处于有利地位。</p>\n<p><b>Piper Sandler分析师ThomasChampion维持Alphabet(GOOGL.US)“增持“评级，目标价由3034美元上调至3150美元。</b>分析师表示，该公司第三季度的业绩令人印象深刻，营收较该行预期高出5%，息税折旧摊销前利润(EBITDA)则较预期高出16%。</p>\n<p><b>摩根大通分析师RonaldJosey维持Alphabet(GOOGL.US)“跑赢大盘”评级，目标价由3100美元上调至3300美元。</b>分析师表示，该公司第三季度业绩好于预期，原因是“所有的广告收入渠道、地区和几乎所有的垂直领域”都表现强劲。分析师补充称，该公司的搜索业务吸引了更多线上和线下产品的青睐，而YouTube正受益于广告预算从电视转向数字平台的趋势，其运营利润率正达到2012年以来的最高水平。</p>\n<p><b>瑞穗分析师JamesLee维持Alphabet(GOOGL.US)“买入”评级，目标价由3100美元上调至3350美元。</b>分析师表示，得益于返校季期间的强劲表现和苹果隐私新规的有限影响，该公司营收较市场预期高出3%;该公司营收增长强劲，盈利能力也有所提高。</p>\n<p><b>巴克莱分析师RossSandler维持Alphabet(GOOGL.US)“增持“评级，目标价由3200美元上调至3300美元。</b>分析师指出，该公司整体广告市场依然强劲，而且与大多数数字广告同行所不同，该公司似乎没有受到苹果隐私新规或供应链的负面影响。然而，该分析师表示，随着未来几个季度“谷歌在营收和利润上可能表现挣扎”，并且要以2021年的出色表现作为同比基数，该股届时可能会“略微横盘震荡”。</p>\n<p><b>Canaccord分析师MariaRipps维持Alphabet(GOOGL.US)“买入”评级，目标价由3100美元上调至3350美元。</b>分析师表示，在可预见的未来，该公司核心业务的稳定性、在谷歌网站和云计算领域的新商业举措以及多年投资，将会继续推动其增长势头。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a572bdf56cb1cf73f1f5428a2bd1734","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136901772","content_text":"10月27日，谷歌A涨超3%，Q3营收盈利超预期，运营利润率同比跃升8个百分点至32%\n\n广告业务前景依然亮丽，多家投行唱多Alphabet\n周二美股盘后，谷歌母公司Alphabet(GOOGL.US)发布了2021年第三季度财报。虽然因云业务和YouTube视频平台广告的收入均不及预期且增速不及上季度，但一众投行仍对该股持积极看法，并纷纷上调了目标价。\n财报显示，Alphabet三季度营收同比增长41%至651.2亿美元，超过预期的633.17亿美元，为该公司14年来最大的季度收入。\n其中，第三季度谷歌搜索及其他业务的营收379.26亿美元，同比增44%;来自YouTube的广告业务营收72.05亿美元，同比增43%。三季度整体广告收入同比增43%至531.3亿美元;谷歌云(GoogleCloud)业务营收49.9亿美元，同比增45%。\n三季度净利润为189.36亿美元，超过预期的162.08亿美元;每股盈利27.99美元，市场预期为24.08美元。\n以下为该公司财报公布后的投行观点：\nKeyBanc分析师AndyHargreaves维持谷歌母公司Alphabet(GOOGL.US)“增持”评级，目标价由3071美元上调至3090美元。分析师认为，考虑到当前经济和广告市场的不确定性，该公司将能够通过搜索业务的稳定性及YouTube盈利的增加，在营收上获得持续增长。此外，该分析师表示，该公司的费用增长仍保持克制，这意味着在中期内，类似的每股收益增长是可以实现的。\nStifel分析师ScottDevitt维持Alphabet(GOOGL.US)“买入”评级，目标价由3000美元上调至3200美元。分析师指出，该公司Q3营收较市场预期高出3%，营业利润率较市场预期高出约400个基点;尽管近期内苹果隐私政策的更改仍将对YouTube产生影响并限制社交广告的效果，但随着时间的推移，谷歌的核心广告产品将获得更大份额的广告预算。\nTruist分析师YoussefSquali维持Alphabet(GOOGL.US)“买入”评级，目标价由3100美元上调至3400美元。分析师认为，该公司的业绩显示出了迄今为止其他数字广告平台所没有的韧性，其Q3总营收录得41%的同比涨幅。该分析师表示，这份三季度业绩显示出该公司作为全球数字经济引擎的“卓越”地位。\nOppenheimer分析师JasonHelfstein维持Alphabet(GOOGL.US)“增持“评级，目标价由3000美元上调至3500美元。分析师认为，该公司的三季度财报符合预期;营收同比增长41%，较市场预期高3%，而且苹果隐私政策的更改对其影响很小。分析师表示，尽管谷歌云业务的营收略低于市场预期，但运营亏损有所改善，这表明该业务正在逐步实现盈利。他还补充称，鉴于在线视频的巨大需求、以及苹果隐私新规对社交媒体的影响存在不确定性，YouTube在第四季度将处于有利地位。\nPiper Sandler分析师ThomasChampion维持Alphabet(GOOGL.US)“增持“评级，目标价由3034美元上调至3150美元。分析师表示，该公司第三季度的业绩令人印象深刻，营收较该行预期高出5%，息税折旧摊销前利润(EBITDA)则较预期高出16%。\n摩根大通分析师RonaldJosey维持Alphabet(GOOGL.US)“跑赢大盘”评级，目标价由3100美元上调至3300美元。分析师表示，该公司第三季度业绩好于预期，原因是“所有的广告收入渠道、地区和几乎所有的垂直领域”都表现强劲。分析师补充称，该公司的搜索业务吸引了更多线上和线下产品的青睐，而YouTube正受益于广告预算从电视转向数字平台的趋势，其运营利润率正达到2012年以来的最高水平。\n瑞穗分析师JamesLee维持Alphabet(GOOGL.US)“买入”评级，目标价由3100美元上调至3350美元。分析师表示，得益于返校季期间的强劲表现和苹果隐私新规的有限影响，该公司营收较市场预期高出3%;该公司营收增长强劲，盈利能力也有所提高。\n巴克莱分析师RossSandler维持Alphabet(GOOGL.US)“增持“评级，目标价由3200美元上调至3300美元。分析师指出，该公司整体广告市场依然强劲，而且与大多数数字广告同行所不同，该公司似乎没有受到苹果隐私新规或供应链的负面影响。然而，该分析师表示，随着未来几个季度“谷歌在营收和利润上可能表现挣扎”，并且要以2021年的出色表现作为同比基数，该股届时可能会“略微横盘震荡”。\nCanaccord分析师MariaRipps维持Alphabet(GOOGL.US)“买入”评级，目标价由3100美元上调至3350美元。分析师表示，在可预见的未来，该公司核心业务的稳定性、在谷歌网站和云计算领域的新商业举措以及多年投资，将会继续推动其增长势头。","news_type":1},"isVote":1,"tweetType":1,"viewCount":973,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823349021,"gmtCreate":1633590003277,"gmtModify":1633590003389,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"Awesome 👏&nbsp;","listText":"Awesome 👏&nbsp;","text":"Awesome 👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823349021","repostId":"1157010892","repostType":4,"repost":{"id":"1157010892","kind":"news","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":1633574813,"share":"https://www.laohu8.com/m/news/1157010892?lang=&edition=full","pubTime":"2021-10-07 10:46","market":"hk","language":"zh","title":"恒生科技指数涨4%，网易、快手等涨幅靠前","url":"https://stock-news.laohu8.com/highlight/detail?id=1157010892","media":"老虎资讯综合","summary":"10月日，恒生科技指数涨4%，网易-S、快手-W、京东健康、美团-W、阿里巴巴-SW涨幅靠前。","content":"<p>10月日，恒生科技指数涨4%，<a href=\"https://laohu8.com/S/09999\">网易-S</a>、<a href=\"https://laohu8.com/S/01024\">快手-W</a>、<a href=\"https://laohu8.com/S/06618\">京东健康</a>、<a href=\"https://laohu8.com/S/03690\">美团-W</a>、<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>涨幅靠前。</p>\n<p><img src=\"https://static.tigerbbs.com/1531cdaec5b70f21c7cfcacbc425fd0f\" 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>恒生科技指数涨4%，网易、快手等涨幅靠前</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恒生科技指数涨4%，网易、快手等涨幅靠前\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\">2021-10-07 10:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月日，恒生科技指数涨4%，<a href=\"https://laohu8.com/S/09999\">网易-S</a>、<a href=\"https://laohu8.com/S/01024\">快手-W</a>、<a href=\"https://laohu8.com/S/06618\">京东健康</a>、<a href=\"https://laohu8.com/S/03690\">美团-W</a>、<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>涨幅靠前。</p>\n<p><img src=\"https://static.tigerbbs.com/1531cdaec5b70f21c7cfcacbc425fd0f\" 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/5d8fb95e65f042f352c6313989391357","relate_stocks":{"03690":"美团-W","09999":"网易-S","QNETCN":"纳斯达克中美互联网老虎指数","06618":"京东健康","09988":"阿里巴巴-W","01024":"快手-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157010892","content_text":"10月日，恒生科技指数涨4%，网易-S、快手-W、京东健康、美团-W、阿里巴巴-SW涨幅靠前。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867754796,"gmtCreate":1633317624366,"gmtModify":1633317845550,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"Awesome 👍👍","listText":"Awesome 👍👍","text":"Awesome 👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/867754796","repostId":"1113920936","repostType":4,"repost":{"id":"1113920936","kind":"news","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":1633312050,"share":"https://www.laohu8.com/m/news/1113920936?lang=&edition=full","pubTime":"2021-10-04 09:47","market":"us","language":"zh","title":"港股医药板块跌势扩大，抗疫概念股大跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1113920936","media":"老虎资讯综合","summary":"10月4日讯，港股医药板块跌势扩大，恒生医疗保健业指数下挫逾4%，抗疫概念股大跌，其中开拓药业大跌22%，复星医药跌近20%，康希诺生物跌逾11%。默沙东新冠口服药数据高度有效，美股疫苗公司CureV","content":"<p>10月4日讯，港股医药板块跌势扩大，恒生医疗保健业指数下挫逾4%，抗疫概念股大跌，其中开拓药业大跌22%，<a href=\"https://laohu8.com/S/600196\">复星医药</a>跌近20%，<a href=\"https://laohu8.com/S/688185\">康希诺</a>生物跌逾11%。<a href=\"https://laohu8.com/S/MRK\">默沙东</a>新冠口服药数据高度有效，美股疫苗公司CureVac上周五收跌逾14.7%，诺瓦瓦克斯跌12.4%，莫德纳跌约11.4%。</p>\n<p>10月1日，美国<a href=\"https://laohu8.com/S/MRK\">默沙东</a>公布实验性新冠口服药物莫奈拉韦（molnupiravir）三期临床试验的“期中考”成绩。数据显示，如患者在感染早期服用莫奈拉韦，可将患者的住院或死亡风险降低50%。基于此，默沙东已提前终止该三期临床试验，希望通过“紧急授权”（EUA）这一绿色通道，提前上市。</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>港股医药板块跌势扩大，抗疫概念股大跌</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港股医药板块跌势扩大，抗疫概念股大跌\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\">2021-10-04 09:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月4日讯，港股医药板块跌势扩大，恒生医疗保健业指数下挫逾4%，抗疫概念股大跌，其中开拓药业大跌22%，<a href=\"https://laohu8.com/S/600196\">复星医药</a>跌近20%，<a href=\"https://laohu8.com/S/688185\">康希诺</a>生物跌逾11%。<a href=\"https://laohu8.com/S/MRK\">默沙东</a>新冠口服药数据高度有效，美股疫苗公司CureVac上周五收跌逾14.7%，诺瓦瓦克斯跌12.4%，莫德纳跌约11.4%。</p>\n<p>10月1日，美国<a href=\"https://laohu8.com/S/MRK\">默沙东</a>公布实验性新冠口服药物莫奈拉韦（molnupiravir）三期临床试验的“期中考”成绩。数据显示，如患者在感染早期服用莫奈拉韦，可将患者的住院或死亡风险降低50%。基于此，默沙东已提前终止该三期临床试验，希望通过“紧急授权”（EUA）这一绿色通道，提前上市。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/58c571cf0b4357240a7b67c1db539b4a","relate_stocks":{"159938":"医药","09939":"开拓药业-B"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113920936","content_text":"10月4日讯，港股医药板块跌势扩大，恒生医疗保健业指数下挫逾4%，抗疫概念股大跌，其中开拓药业大跌22%，复星医药跌近20%，康希诺生物跌逾11%。默沙东新冠口服药数据高度有效，美股疫苗公司CureVac上周五收跌逾14.7%，诺瓦瓦克斯跌12.4%，莫德纳跌约11.4%。\n10月1日，美国默沙东公布实验性新冠口服药物莫奈拉韦（molnupiravir）三期临床试验的“期中考”成绩。数据显示，如患者在感染早期服用莫奈拉韦，可将患者的住院或死亡风险降低50%。基于此，默沙东已提前终止该三期临床试验，希望通过“紧急授权”（EUA）这一绿色通道，提前上市。","news_type":1},"isVote":1,"tweetType":1,"viewCount":787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864723689,"gmtCreate":1633151146362,"gmtModify":1633151146457,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"😰😰","listText":"😰😰","text":"😰😰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864723689","repostId":"1171551162","repostType":4,"repost":{"id":"1171551162","kind":"news","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":1633096811,"share":"https://www.laohu8.com/m/news/1171551162?lang=&edition=full","pubTime":"2021-10-01 22:00","market":"us","language":"zh","title":"【异动】机构“唱空”，阿里巴巴跌超2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1171551162","media":"老虎资讯综合","summary":"10月1日，阿里巴巴盘初跌超2%。此前花旗、KeyBanc、瑞杰金融等投行下调阿里巴巴美股目标价。\n花旗分析师将阿里巴巴美股的目标价从300美元下调至240美元，并维持买入评级。该分析师称，受到限电和","content":"<p>10月1日，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>盘初跌超2%。此前花旗、KeyBanc、<a href=\"https://laohu8.com/S/RJF\">瑞杰金融</a>等投行下调阿里巴巴美股目标价。</p>\n<p>花旗分析师将阿里巴巴美股的目标价从300美元下调至240美元，并维持买入评级。该分析师称，受到限电和新冠肺炎疫情等 \"若干不利因素 \"影响，非必需品需求疲软的情况可能会持续到9月份以及今年剩余的时间。阿里巴巴越来越难达到其2022财年收入同比增长30%的指引，且 下调全年指引的可能性越来越大。<img src=\"https://static.tigerbbs.com/fdec54b204f4b6c0436d91abf2881d91\" 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】机构“唱空”，阿里巴巴跌超2%</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; 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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【异动】机构“唱空”，阿里巴巴跌超2%\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\">2021-10-01 22:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月1日，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>盘初跌超2%。此前花旗、KeyBanc、<a href=\"https://laohu8.com/S/RJF\">瑞杰金融</a>等投行下调阿里巴巴美股目标价。</p>\n<p>花旗分析师将阿里巴巴美股的目标价从300美元下调至240美元，并维持买入评级。该分析师称，受到限电和新冠肺炎疫情等 \"若干不利因素 \"影响，非必需品需求疲软的情况可能会持续到9月份以及今年剩余的时间。阿里巴巴越来越难达到其2022财年收入同比增长30%的指引，且 下调全年指引的可能性越来越大。<img src=\"https://static.tigerbbs.com/fdec54b204f4b6c0436d91abf2881d91\" 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/05ddeb1f7be03fe06014ae549a8abe22","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴","QNETCN":"纳斯达克中美互联网老虎指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171551162","content_text":"10月1日，阿里巴巴盘初跌超2%。此前花旗、KeyBanc、瑞杰金融等投行下调阿里巴巴美股目标价。\n花旗分析师将阿里巴巴美股的目标价从300美元下调至240美元，并维持买入评级。该分析师称，受到限电和新冠肺炎疫情等 \"若干不利因素 \"影响，非必需品需求疲软的情况可能会持续到9月份以及今年剩余的时间。阿里巴巴越来越难达到其2022财年收入同比增长30%的指引，且 下调全年指引的可能性越来越大。","news_type":1},"isVote":1,"tweetType":1,"viewCount":979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864723376,"gmtCreate":1633151113773,"gmtModify":1633151145288,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"Awesome 👍👍","listText":"Awesome 👍👍","text":"Awesome 👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864723376","repostId":"1169474734","repostType":4,"repost":{"id":"1169474734","kind":"news","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":1633097677,"share":"https://www.laohu8.com/m/news/1169474734?lang=&edition=full","pubTime":"2021-10-01 22:14","market":"us","language":"zh","title":"【异动】抗疫概念股重挫，Vir Biotechnology跌超23%","url":"https://stock-news.laohu8.com/highlight/detail?id=1169474734","media":"老虎资讯综合","summary":"10月1日，美股抗疫概念股持续下挫，Vir Biotechnology跌超23%，诺瓦瓦克斯医药跌21%，Moderna、BioNTech SE跌超14.%，Vaxart跌超10%，Inovio制药跌","content":"<p>10月1日，美股抗疫概念股持续下挫，Vir Biotechnology跌超23%，<a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯医药</a>跌21%，Moderna、<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>跌超14.%，Vaxart跌超10%，Inovio制药跌近8%。</p>\n<p>分析师指出，疫苗股大跌一方面是受默沙东治疗新冠肺炎药物将在未来几周寻求FDA紧急使用授权消息的影响，因该药效果明显，从逻辑上来讲如果真的感染了会有药兜底，所以提前预防的动机就弱了。另一方面是赛诺菲前几天终止了新冠疫苗临床，理由是认为当前全球疫苗产能过剩，且经过实验证明打了三针四针之后可能以后不需要每年都打，因此新冠疫苗本身的长期逻辑站不住脚。<img src=\"https://static.tigerbbs.com/b31b269f9693035f51f0841438f97606\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>【异动】抗疫概念股重挫，Vir Biotechnology跌超23%</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【异动】抗疫概念股重挫，Vir Biotechnology跌超23%\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\">2021-10-01 22:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月1日，美股抗疫概念股持续下挫，Vir Biotechnology跌超23%，<a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯医药</a>跌21%，Moderna、<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>跌超14.%，Vaxart跌超10%，Inovio制药跌近8%。</p>\n<p>分析师指出，疫苗股大跌一方面是受默沙东治疗新冠肺炎药物将在未来几周寻求FDA紧急使用授权消息的影响，因该药效果明显，从逻辑上来讲如果真的感染了会有药兜底，所以提前预防的动机就弱了。另一方面是赛诺菲前几天终止了新冠疫苗临床，理由是认为当前全球疫苗产能过剩，且经过实验证明打了三针四针之后可能以后不需要每年都打，因此新冠疫苗本身的长期逻辑站不住脚。<img src=\"https://static.tigerbbs.com/b31b269f9693035f51f0841438f97606\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6e474d690ea02c536f0fd4c03fc3ddef","relate_stocks":{"BNTX":"BioNTech SE","NVAX":"诺瓦瓦克斯医药"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169474734","content_text":"10月1日，美股抗疫概念股持续下挫，Vir Biotechnology跌超23%，诺瓦瓦克斯医药跌21%，Moderna、BioNTech SE跌超14.%，Vaxart跌超10%，Inovio制药跌近8%。\n分析师指出，疫苗股大跌一方面是受默沙东治疗新冠肺炎药物将在未来几周寻求FDA紧急使用授权消息的影响，因该药效果明显，从逻辑上来讲如果真的感染了会有药兜底，所以提前预防的动机就弱了。另一方面是赛诺菲前几天终止了新冠疫苗临床，理由是认为当前全球疫苗产能过剩，且经过实验证明打了三针四针之后可能以后不需要每年都打，因此新冠疫苗本身的长期逻辑站不住脚。","news_type":1},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864338668,"gmtCreate":1633055386100,"gmtModify":1633055386232,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"🤣🤣","listText":"🤣🤣","text":"🤣🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864338668","repostId":"1124159059","repostType":4,"repost":{"id":"1124159059","kind":"news","pubTimestamp":1633041630,"share":"https://www.laohu8.com/m/news/1124159059?lang=&edition=full","pubTime":"2021-10-01 06:40","market":"us","language":"zh","title":"外媒头条：鲍威尔预计高通胀或在明年上半年缓解","url":"https://stock-news.laohu8.com/highlight/detail?id=1124159059","media":"新浪财经","summary":"1、美联储主席鲍威尔：高通胀或在明年上半年缓解\n\n\n2、美国国会通过短期拨款法案 避免政府关门\n\n\n3、2021年疯狂开局后 全球IPO在三季度放缓\n\n\n4、美国财长暗示10月18日过后现金仅可支撑“","content":"<blockquote>\n <b>1、美联储主席鲍威尔：高通胀或在明年上半年缓解</b>\n</blockquote>\n<blockquote>\n <b>2、美国国会通过短期拨款法案 避免政府关门</b>\n</blockquote>\n<blockquote>\n <b>3、2021年疯狂开局后 全球IPO在三季度放缓</b>\n</blockquote>\n<blockquote>\n <b>4、美国财长暗示10月18日过后现金仅可支撑“数天” 支持永久性取消债务上限</b>\n</blockquote>\n<blockquote>\n <b>5、美联储博斯蒂克预计2022年底首次加息 2023年加息三次</b>\n</blockquote>\n<blockquote>\n <b>6、Android反垄断上诉案：谷歌请求法官撤销50亿美元罚款</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/d79937f3e3e2c74463b68bcb58e761b0\" tg-width=\"550\" tg-height=\"374\" referrerpolicy=\"no-referrer\"><b>1、美联储主席鲍威尔：高通胀或在明年上半年缓解</b></p>\n<p>美联储主席杰罗姆-鲍威尔（Jerome Powell）将今年美国通胀飙升描述为“暂时的”，其含糊不清的含义已成为华尔街的一个笑话。</p>\n<p>周四，鲍威尔摆脱了这种公式化的语言，对推高价格的因素可能持续多久的问题提供了一些见解。</p>\n<p>在周四的众议院金融服务委员会听证会上，鲍威尔表示，经济正在经历供应限制方面“非常不寻常的事件”。他表示，很难看出供应问题需要多长时间才能解决。 但“我们预计这些（限制）会减弱，随着时间的推移，通胀会回落。”</p>\n<p>鲍威尔表示：“具体何时会发生还无法确定。但我想说，在未来几个月和明年上半年，我们应该会看到一些缓解”。</p>\n<p><img src=\"https://static.tigerbbs.com/e2fec01c6ed95867aa612477f2775b72\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"><b>2、</b><a href=\"https://laohu8.com/NW/2172954774\" target=\"_blank\"><b>最后时刻！美国国会通过短期拨款法案！避免政府关门</b></a></p>\n<p>美国国会参议院和众议院周四投票通过了一项短期拨款法案，该法案将为美国政府提供资金到12月3日，以避免联邦政府于9月30日午夜后停摆。</p>\n<p>众议院于周四下午以254对175票通过了该法案，此前参议院以65票对35票通过。该法案将提交给美国总统拜登签署。一旦拜登将其签署为法律，联邦政府将会避免资金短缺。</p>\n<p>该立法包括用于飓风救济和阿富汗难民重新安置的资金。政府停摆可能导致联邦工作人员休假和某些服务的暂停。在美国抗击新冠疫情的过程中，资金短缺可能会带来特别的挑战。</p>\n<p>美国国会可以在周四扼杀一场可能的危机，但另一场危机即将来临。立法者仍需在10月18日之前提高或暂停债务上限，以防止美债违约导致失业、经济损失和股市下跌。</p>\n<p><img src=\"https://static.tigerbbs.com/22f53572d3f095d1b43e10d8e52ecd90\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"><b>3、2021年疯狂开局后 全球IPO在三季度放缓</b></p>\n<p>Refinitiv的数据显示，2021年三季度，全球首次公开募股（IPO）的步伐较之前的疯狂速度有所放缓，但今年前九个月的上市数量仍是自2000年互联网泡沫以来的最高水平。</p>\n<p>数据显示，三季度的IPO共筹集了约946亿美元资金，较二季度下降了26.3%。年初至今，全球2000多次IPO共筹集了4210亿美元，创历史新高，并是去年同期募集资金的两倍多。该数字包括今年前九个月上市的486家特殊目的收购公司（SPAC）的IPO，共筹集了1277亿美元。</p>\n<p>尽管估值受到更严格的审查，科技股仍是投资者的宠儿，但更多的行业组合正出现在IPO中。在欧洲，唱片公司环球音乐集团（Universal Music Group）在阿姆斯特丹证券交易所的IPO备受期待，将成为今年在欧洲大陆上市的最有价值的公司。沃尔沃汽车预计也将进行首次公开募股，而戴姆勒预计将其卡车部门上市，为股票市场投资者提供多元化的选择。</p>\n<p><img src=\"https://static.tigerbbs.com/2e8378bfe4206ac5f7cbd2274750ec37\" tg-width=\"550\" tg-height=\"359\" referrerpolicy=\"no-referrer\"><b>4、</b><a href=\"https://laohu8.com/NW/2172959029\" target=\"_blank\"><b>美国财长暗示10月18日过后现金仅可支撑“数天” 支持永久性取消债务上限</b></a></p>\n<p>美国财政部长珍妮特·耶伦周四暗示，在她本周早些时候说的10月18日过后，联邦政府的现金余量可能还够支撑几天，如果仍不对债务上限采取措施，美国或将违约。</p>\n<p>耶伦在众议院金融服务委员会的听证会上表示，“财政部10月18日当天或之后几天”不可能付不出账单，因为还有“有限”的现金流，不过会“很快耗尽”。</p>\n<p>耶伦还表示，她将支持永久性取消债务上限，而不是目前正在考虑的临时暂停。其重申违约对美国将是“灾难”。</p>\n<p><img src=\"https://static.tigerbbs.com/6c4e829c9b9da4cdd12f40d4223cc357\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"><b>5、美联储博斯蒂克预计2022年底首次加息 2023年加息三次</b></p>\n<p>美国亚特兰大联邦储备银行行长拉斐尔-博斯蒂克（Raphael Bostic）周四表示，持续的经济增长将推动美国在2022年底接近充分就业。博斯蒂克预计美联储将在那时开始加息，此后加快加息步伐将“没有障碍”。</p>\n<p>“我认为经济运行非常强劲……到2022年底将接近完全就业。2023年正常化不会有障碍，”博斯蒂克说。</p>\n<p>博斯蒂克表示，他认为美联储已经达到了减少债券购买的基准，且目前的通胀和就业增长水平将保证明年首次加息，并在2023年加息三次。</p>\n<p><img src=\"https://static.tigerbbs.com/1d1ac82003c38f0e0bcfba8b6175585b\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><b>6、Android反垄断上诉案：谷歌请求法官撤销50亿美元罚款</b></p>\n<p>据报道，谷歌Android反垄断上诉案今日进入开庭审理的第四天。谷歌在法庭上表示，希望法院削减或完全撤销43亿欧元（约合50亿美元）的反垄断罚款，因为谷歌根本无意损害竞争对手。谷歌律师杰内夫拉·福伍德（Genevra Forwood）在法庭上称：“谷歌与Android手机制造商签订合同，要求他们使用谷歌搜索和网络浏览器时，根本不知道自己的行为是一种违法的‘滥用’行为。”</p>\n<p>为此，谷歌希望法院削减或完全撤销欧盟委员会之前作出的50亿美元的反垄断罚款。福伍德说，法院至少应该“减少”罚款数额，因为它错误地基于谷歌主页（home page）的广告收入来计算罚款金额，这与Android手机并没有直接关联。</p>\n<p>而欧盟委员会律师安东尼·道斯（Anthony Dawes）对谷歌的请求嗤之以鼻，称罚款仅占谷歌2017年营收的4.5%，远低于10%的罚款上限。道斯说：“罚款金额旨在阻止违规公司继续采取此类行为，而谷歌不可能不知道其行为的反竞争性质。而且，过失犯下的罪行，并不比故意犯下的罪行轻。”</p>","source":"XLCJ","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>外媒头条：鲍威尔预计高通胀或在明年上半年缓解</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外媒头条：鲍威尔预计高通胀或在明年上半年缓解\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-01 06:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-10-01/doc-iktzscyx7357730.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1、美联储主席鲍威尔：高通胀或在明年上半年缓解\n\n\n2、美国国会通过短期拨款法案 避免政府关门\n\n\n3、2021年疯狂开局后 全球IPO在三季度放缓\n\n\n4、美国财长暗示10月18日过后现金仅可支撑“数天” 支持永久性取消债务上限\n\n\n5、美联储博斯蒂克预计2022年底首次加息 2023年加息三次\n\n\n6、Android反垄断上诉案：谷歌请求法官撤销50亿美元罚款\n\n1、美联储主席鲍威尔：高通胀或...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-10-01/doc-iktzscyx7357730.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/62dafa537afba542bdc43da1b85df8b4","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-10-01/doc-iktzscyx7357730.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124159059","content_text":"1、美联储主席鲍威尔：高通胀或在明年上半年缓解\n\n\n2、美国国会通过短期拨款法案 避免政府关门\n\n\n3、2021年疯狂开局后 全球IPO在三季度放缓\n\n\n4、美国财长暗示10月18日过后现金仅可支撑“数天” 支持永久性取消债务上限\n\n\n5、美联储博斯蒂克预计2022年底首次加息 2023年加息三次\n\n\n6、Android反垄断上诉案：谷歌请求法官撤销50亿美元罚款\n\n1、美联储主席鲍威尔：高通胀或在明年上半年缓解\n美联储主席杰罗姆-鲍威尔（Jerome Powell）将今年美国通胀飙升描述为“暂时的”，其含糊不清的含义已成为华尔街的一个笑话。\n周四，鲍威尔摆脱了这种公式化的语言，对推高价格的因素可能持续多久的问题提供了一些见解。\n在周四的众议院金融服务委员会听证会上，鲍威尔表示，经济正在经历供应限制方面“非常不寻常的事件”。他表示，很难看出供应问题需要多长时间才能解决。 但“我们预计这些（限制）会减弱，随着时间的推移，通胀会回落。”\n鲍威尔表示：“具体何时会发生还无法确定。但我想说，在未来几个月和明年上半年，我们应该会看到一些缓解”。\n2、最后时刻！美国国会通过短期拨款法案！避免政府关门\n美国国会参议院和众议院周四投票通过了一项短期拨款法案，该法案将为美国政府提供资金到12月3日，以避免联邦政府于9月30日午夜后停摆。\n众议院于周四下午以254对175票通过了该法案，此前参议院以65票对35票通过。该法案将提交给美国总统拜登签署。一旦拜登将其签署为法律，联邦政府将会避免资金短缺。\n该立法包括用于飓风救济和阿富汗难民重新安置的资金。政府停摆可能导致联邦工作人员休假和某些服务的暂停。在美国抗击新冠疫情的过程中，资金短缺可能会带来特别的挑战。\n美国国会可以在周四扼杀一场可能的危机，但另一场危机即将来临。立法者仍需在10月18日之前提高或暂停债务上限，以防止美债违约导致失业、经济损失和股市下跌。\n3、2021年疯狂开局后 全球IPO在三季度放缓\nRefinitiv的数据显示，2021年三季度，全球首次公开募股（IPO）的步伐较之前的疯狂速度有所放缓，但今年前九个月的上市数量仍是自2000年互联网泡沫以来的最高水平。\n数据显示，三季度的IPO共筹集了约946亿美元资金，较二季度下降了26.3%。年初至今，全球2000多次IPO共筹集了4210亿美元，创历史新高，并是去年同期募集资金的两倍多。该数字包括今年前九个月上市的486家特殊目的收购公司（SPAC）的IPO，共筹集了1277亿美元。\n尽管估值受到更严格的审查，科技股仍是投资者的宠儿，但更多的行业组合正出现在IPO中。在欧洲，唱片公司环球音乐集团（Universal Music Group）在阿姆斯特丹证券交易所的IPO备受期待，将成为今年在欧洲大陆上市的最有价值的公司。沃尔沃汽车预计也将进行首次公开募股，而戴姆勒预计将其卡车部门上市，为股票市场投资者提供多元化的选择。\n4、美国财长暗示10月18日过后现金仅可支撑“数天” 支持永久性取消债务上限\n美国财政部长珍妮特·耶伦周四暗示，在她本周早些时候说的10月18日过后，联邦政府的现金余量可能还够支撑几天，如果仍不对债务上限采取措施，美国或将违约。\n耶伦在众议院金融服务委员会的听证会上表示，“财政部10月18日当天或之后几天”不可能付不出账单，因为还有“有限”的现金流，不过会“很快耗尽”。\n耶伦还表示，她将支持永久性取消债务上限，而不是目前正在考虑的临时暂停。其重申违约对美国将是“灾难”。\n5、美联储博斯蒂克预计2022年底首次加息 2023年加息三次\n美国亚特兰大联邦储备银行行长拉斐尔-博斯蒂克（Raphael Bostic）周四表示，持续的经济增长将推动美国在2022年底接近充分就业。博斯蒂克预计美联储将在那时开始加息，此后加快加息步伐将“没有障碍”。\n“我认为经济运行非常强劲……到2022年底将接近完全就业。2023年正常化不会有障碍，”博斯蒂克说。\n博斯蒂克表示，他认为美联储已经达到了减少债券购买的基准，且目前的通胀和就业增长水平将保证明年首次加息，并在2023年加息三次。\n6、Android反垄断上诉案：谷歌请求法官撤销50亿美元罚款\n据报道，谷歌Android反垄断上诉案今日进入开庭审理的第四天。谷歌在法庭上表示，希望法院削减或完全撤销43亿欧元（约合50亿美元）的反垄断罚款，因为谷歌根本无意损害竞争对手。谷歌律师杰内夫拉·福伍德（Genevra Forwood）在法庭上称：“谷歌与Android手机制造商签订合同，要求他们使用谷歌搜索和网络浏览器时，根本不知道自己的行为是一种违法的‘滥用’行为。”\n为此，谷歌希望法院削减或完全撤销欧盟委员会之前作出的50亿美元的反垄断罚款。福伍德说，法院至少应该“减少”罚款数额，因为它错误地基于谷歌主页（home page）的广告收入来计算罚款金额，这与Android手机并没有直接关联。\n而欧盟委员会律师安东尼·道斯（Anthony Dawes）对谷歌的请求嗤之以鼻，称罚款仅占谷歌2017年营收的4.5%，远低于10%的罚款上限。道斯说：“罚款金额旨在阻止违规公司继续采取此类行为，而谷歌不可能不知道其行为的反竞争性质。而且，过失犯下的罪行，并不比故意犯下的罪行轻。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":892757518,"gmtCreate":1628691173534,"gmtModify":1631893101645,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"阿里💰💰","listText":"阿里💰💰","text":"阿里💰💰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892757518","repostId":"2158286978","repostType":2,"repost":{"id":"2158286978","kind":"news","pubTimestamp":1628679442,"share":"https://www.laohu8.com/m/news/2158286978?lang=&edition=full","pubTime":"2021-08-11 18:57","market":"hk","language":"zh","title":"舆论危机为何没有重挫阿里股价？","url":"https://stock-news.laohu8.com/highlight/detail?id=2158286978","media":"智通财经APP","summary":"“阿里女员工被性侵”事件，在阿里员工自发的组织“勇敢牛牛员工帮助小组”中被称为“807事件”。源自事件发酵的8月7日周日。\n8月8日，周一，阿里巴巴港股低开4％，最终微跌2.48％，周二即反弹修复，上","content":"<p>“阿里女员工被性侵”事件，在阿里员工自发的组织“勇敢牛牛员工帮助小组”中被称为“807事件”。源自事件发酵的8月7日周日。</p>\n<p>8月8日，周一，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>港股低开4％，最终微跌2.48％，周二即反弹修复，上涨2.23％。</p>\n<p>事件对美股阿里巴巴的股价影响则更小，8月9日、10日，阿里巴巴都在小幅震荡。</p>\n<p><b>01</b></p>\n<p><b>利空已经打不垮阿里巴巴了？</b></p>\n<p>就在“807事件”发酵的前一周，北京时间8月3日晚，阿里巴巴公布公布截至 2021 年 6月30 日止的季度业绩，不及市场预期。阿里巴巴2022财年Q1实现2057.48亿元的营收，此前，市场预期为2094.51亿元。伴随季报的还有阿里巴巴史上最“壕”的回购计划，董事会授权公司将回购计划总额从100亿美元提升至150亿美元，有效期到2022年底。财报利空同样没有“打垮”阿里巴巴。财报公布后，美股市场上的阿里巴巴仅仅下跌1.35％，港股下跌0.65％，显得波澜不惊。有投资者表示，因为“市场已经预期了阿里巴巴不及预期的预期。”业绩不及预期，没什么超预期的，就如阿里巴巴出现性侵丑闻，也有互联网行业人士表示，“这种事发生在阿里，没什么奇怪的。”在此之前，港股市场上的阿里巴巴的股价已经跌了9个多月，从最高309港元下跌到最低174港元。</p>\n<p>最早开创“福报学”，传播“996”文化、“奋斗逼”文化的阿里巴巴，而今股价却越来越活成了在内卷的大城市年轻躺平族。看起来危机不断，利空不断，但又表现的岁月静好，波澜不惊，跌无可跌。</p>\n<p><b>02</b></p>\n<p><b>“口嗨”的机构们</b></p>\n<p>机构们一边口嗨阿里，一边远离阿里。就像渣男分手前说的：“你是个好人，可惜我们不合适。”</p>\n<p>近期，瑞信发布研究报告称，维持<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>(09988)“跑赢大市”评级，目标价由245港元降至226港元，下调2022-24财年盈利预测各3.3%/8.4%/8.7%，以反映更高的税率，及客户管理收入增长。报告中称，公司2020财年首财季表现符预期，非标准会计准则EBITA同比下跌8%，但胜预期，新投资亏损少于预期，投资者可留意其多元化策略、监管、增长前景。</p>\n<p><a href=\"https://laohu8.com/S/GS\">高盛</a>发布研究报告称，维持阿里巴巴-SW(09988)“买入”评级及“确信买入”名单，目标价321港元。该行表示，公司重申2022财年收入指引9300亿元人民币，并宣布将股票回购计划从100亿美元提高50%，至150亿美元，这是其历史上最大的回购计划，该行认为这显示了管理层对公司长期增长的信心。</p>\n<p>近期，美股部分机构递交了截至2021年6月30日的第二季度(Q2)持仓报告。</p>\n<p>其中，多家机构又减持阿里巴巴了。</p>\n<p>老虎<a href=\"https://laohu8.com/S/601099\">太平洋</a>基金已经清仓了阿里巴巴。野村资管则大幅减仓了阿里巴巴。</p>\n<p>在更早的时候，根据多家机构截至2020年12月31日的四季度(Q4)持仓报告。阿里巴巴就是多家机构的卖出或沽空对象。</p>\n<p>在一众机构中，野村和高盛表现得最“渣”。</p>\n<p>从4月到8月，野村一直在看多阿里巴巴，而二季度的仓位变化却暴露了一切。</p>\n<p>4月，野村指阿里巴巴反垄断不明朗因素消除，维持目标价325美元。</p>\n<p>8月，野村称，相关蓝筹互联网公司目前的估值已过度反映内地监管收紧影响。科网股中“首选<a href=\"https://laohu8.com/S/00700\">腾讯</a>、阿里巴巴等”。</p>\n<p>根据2021年Q1的持仓信息，高盛依然重仓持有阿里巴巴，不过，其亦在2020年Q4和20201年Q1，不断买入阿里巴巴的看跌期权，通过做空阿里巴巴赚钱，对冲阿里巴巴股价的下跌。</p>\n<p>野村证券指出，“部份香港及内地投资者在最近的抛售潮之后开始收集个别蓝筹股”，其中就有阿里巴巴。</p>\n<p>这个观点没毛病，各种论坛上，“抄底阿里巴巴”、“坚守阿里巴巴”的声音并不鲜见。</p>\n<p>理由也很充分，“倒驴不倒架”、“破船也有三斤钉”。作为中国最优秀的互联网公司，一贯锐意进取的阿里巴巴，怎么被说的，像是堕落到要吃老本的二环里正黄旗老太太呢？</p>\n<p>这真不好。</p>\n<p><b>03</b></p>\n<p><b>阿里巴巴还有未来吗？</b></p>\n<p>阿里巴巴，现在正在瞄准两个赛道：云服务和B2B。</p>\n<p>阿里云曾被阿里巴巴寄予厚望，官方的表述是“第二增长曲线”。</p>\n<p>本季度阿里云实现160.51亿元的收入，较上年同期的124.37亿元，增长29%。连续三个季度实现盈利。</p>\n<p>不过，危机肉眼可见。</p>\n<p>阿里在财报和发布会中透露：</p>\n<p>“来自互联网行业的某头部客户基于非产品相关的要求，停止采用阿里云海外云服务，影响了最近两个季度的收入增长。”</p>\n<p>“未来云服务可能面临一定坎坷，比如来自在线教育领域的客户可能受到影响。”</p>\n<p>这里面的“单一大客户”指的是字节跳动。</p>\n<p>其实2020财年之前字节跳动实际上是阿里云核心的客户之一，相比于阿里巴巴的电商、腾讯的游戏以及<a href=\"https://laohu8.com/S/BIDU\">百度</a>的搜索，字节跳动的视频类内容对数据中心的需求更大。最鼎盛的时候，字节给阿里云带来的收入接近阿里云年收入的近10%。</p>\n<p>不过，根据现在的消息，字节跳动准备自建数据中心并对外提供云服务。终止了在阿里巴巴云上存储数据的交易。去年6月，阿里云提出“云钉一体”战略，旨在通过钉钉为企业提供一个更容易使用云计算能力的界面，并在今年年初推出钉钉低代码平台，让企业通过“托拉拽”的便捷方式开发应用。众所周知，钉钉被广泛应用于在线教育。阿里巴巴承认了在线教育整改会影响到阿里云的营收。“阿里巴巴希望成为一家消费互联网和产业互联网结合得更好的公司，这是阿里巴巴走向未来非常重要的定位和方向。”本次财报发布前一周，阿里巴巴董事会主席兼首席执行官张勇在致股东信中强调，产业互联网是全世界共同面对的重要机遇，阿里巴巴要成为一家消费互联网和产业互联网“双轮驱动”的公司。淘宝特价版于2020年3月正式上线，主要通过与原产地制造商合作，设计和生产面向下沉市场的极致性价比产品，从而在产销两端实现产业互联网与消费互联网的结合。淘特的年度活跃用户已经超过了1.9亿。在本次财报会议上，淘特是张勇和武卫多次谈及的。在阿里巴巴的官方语境中，淘特被描述为“性价比消费”。根据财报透露的信息，阿里巴巴正在形成围绕淘特的完整的供应链体系。</p>\n<p>此外，阿里巴巴今年上半年新成立了社区电商业务——MMC，内部称作“买买菜”。社区电商的增长也不错：今年4月-6月，GMV（网站成交金额）环比增长约200%，区域分拨中心（RDC）的建筑面积环比增长260%。这也是阿里巴巴首次公布社区电商业务“成绩单”。而此次“阿里巴巴性侵事件”当事人所在的部门“淘鲜达”，正是来自B2B业务。在同城零售业务中，淘鲜达的主要任务是与线下商超进行合作，并推广自己的数字化改造方案。B2B业务在阿里公司内部，曾有一个响当当的名字——“中供铁军”。这也是阿里巴巴“酒文化”浸润最深的业务条线。有媒体形容为“泡在酒里的to B”。</p>\n<p>在转向To C多年后，如今阿里正深入线下重回To B，这种销售导向型业务，又很难真正不碰酒桌。8月9日，阿里巴巴公布了事件阶段性调查结果和处理决定。其中，张勇提到：“我们仍旗帜鲜明地反对丑陋的酒桌文化，这不分性别，无论是客户或者主管提出这样的要求，我们的员工都可以明确拒绝。”</p>\n<p>阿里巴巴能否真“戒酒”，又是否能在B2B业务上取得成功呢？马云曾说过，“我从99年创业到今天为止，我从不参加任何应酬！很烂的酒，把你的肝给弄坏了；很好的酒，把你的脑袋给搞坏了——这个脑袋，不仅仅是因为这个酒把你泡了，而是你真以为自己的生意是靠喝酒喝出来的，脑袋能不坏吗？”然而，这次被阿里巴巴开除的，性侵事件中男上司的直属领导——P8阿甘也说过：“你觉得不喝酒，济南华联和一些北方商户以后的业务能谈下来吗？”我们只希望，马云说的是真的，阿甘说的是假的。希望“戒酒”的阿里巴巴有更美好的未来。</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>舆论危机为何没有重挫阿里股价？</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舆论危机为何没有重挫阿里股价？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-11 18:57 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/7CgynyzcpeJNUK73MbzPuQ><strong>智通财经APP</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“阿里女员工被性侵”事件，在阿里员工自发的组织“勇敢牛牛员工帮助小组”中被称为“807事件”。源自事件发酵的8月7日周日。\n8月8日，周一，阿里巴巴港股低开4％，最终微跌2.48％，周二即反弹修复，上涨2.23％。\n事件对美股阿里巴巴的股价影响则更小，8月9日、10日，阿里巴巴都在小幅震荡。\n01\n利空已经打不垮阿里巴巴了？\n就在“807事件”发酵的前一周，北京时间8月3日晚，阿里巴巴公布公布截至...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/7CgynyzcpeJNUK73MbzPuQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/47f0c4e41eaea5c2a69074ff30233d7f","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://mp.weixin.qq.com/s/7CgynyzcpeJNUK73MbzPuQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158286978","content_text":"“阿里女员工被性侵”事件，在阿里员工自发的组织“勇敢牛牛员工帮助小组”中被称为“807事件”。源自事件发酵的8月7日周日。\n8月8日，周一，阿里巴巴港股低开4％，最终微跌2.48％，周二即反弹修复，上涨2.23％。\n事件对美股阿里巴巴的股价影响则更小，8月9日、10日，阿里巴巴都在小幅震荡。\n01\n利空已经打不垮阿里巴巴了？\n就在“807事件”发酵的前一周，北京时间8月3日晚，阿里巴巴公布公布截至 2021 年 6月30 日止的季度业绩，不及市场预期。阿里巴巴2022财年Q1实现2057.48亿元的营收，此前，市场预期为2094.51亿元。伴随季报的还有阿里巴巴史上最“壕”的回购计划，董事会授权公司将回购计划总额从100亿美元提升至150亿美元，有效期到2022年底。财报利空同样没有“打垮”阿里巴巴。财报公布后，美股市场上的阿里巴巴仅仅下跌1.35％，港股下跌0.65％，显得波澜不惊。有投资者表示，因为“市场已经预期了阿里巴巴不及预期的预期。”业绩不及预期，没什么超预期的，就如阿里巴巴出现性侵丑闻，也有互联网行业人士表示，“这种事发生在阿里，没什么奇怪的。”在此之前，港股市场上的阿里巴巴的股价已经跌了9个多月，从最高309港元下跌到最低174港元。\n最早开创“福报学”，传播“996”文化、“奋斗逼”文化的阿里巴巴，而今股价却越来越活成了在内卷的大城市年轻躺平族。看起来危机不断，利空不断，但又表现的岁月静好，波澜不惊，跌无可跌。\n02\n“口嗨”的机构们\n机构们一边口嗨阿里，一边远离阿里。就像渣男分手前说的：“你是个好人，可惜我们不合适。”\n近期，瑞信发布研究报告称，维持阿里巴巴-SW(09988)“跑赢大市”评级，目标价由245港元降至226港元，下调2022-24财年盈利预测各3.3%/8.4%/8.7%，以反映更高的税率，及客户管理收入增长。报告中称，公司2020财年首财季表现符预期，非标准会计准则EBITA同比下跌8%，但胜预期，新投资亏损少于预期，投资者可留意其多元化策略、监管、增长前景。\n高盛发布研究报告称，维持阿里巴巴-SW(09988)“买入”评级及“确信买入”名单，目标价321港元。该行表示，公司重申2022财年收入指引9300亿元人民币，并宣布将股票回购计划从100亿美元提高50%，至150亿美元，这是其历史上最大的回购计划，该行认为这显示了管理层对公司长期增长的信心。\n近期，美股部分机构递交了截至2021年6月30日的第二季度(Q2)持仓报告。\n其中，多家机构又减持阿里巴巴了。\n老虎太平洋基金已经清仓了阿里巴巴。野村资管则大幅减仓了阿里巴巴。\n在更早的时候，根据多家机构截至2020年12月31日的四季度(Q4)持仓报告。阿里巴巴就是多家机构的卖出或沽空对象。\n在一众机构中，野村和高盛表现得最“渣”。\n从4月到8月，野村一直在看多阿里巴巴，而二季度的仓位变化却暴露了一切。\n4月，野村指阿里巴巴反垄断不明朗因素消除，维持目标价325美元。\n8月，野村称，相关蓝筹互联网公司目前的估值已过度反映内地监管收紧影响。科网股中“首选腾讯、阿里巴巴等”。\n根据2021年Q1的持仓信息，高盛依然重仓持有阿里巴巴，不过，其亦在2020年Q4和20201年Q1，不断买入阿里巴巴的看跌期权，通过做空阿里巴巴赚钱，对冲阿里巴巴股价的下跌。\n野村证券指出，“部份香港及内地投资者在最近的抛售潮之后开始收集个别蓝筹股”，其中就有阿里巴巴。\n这个观点没毛病，各种论坛上，“抄底阿里巴巴”、“坚守阿里巴巴”的声音并不鲜见。\n理由也很充分，“倒驴不倒架”、“破船也有三斤钉”。作为中国最优秀的互联网公司，一贯锐意进取的阿里巴巴，怎么被说的，像是堕落到要吃老本的二环里正黄旗老太太呢？\n这真不好。\n03\n阿里巴巴还有未来吗？\n阿里巴巴，现在正在瞄准两个赛道：云服务和B2B。\n阿里云曾被阿里巴巴寄予厚望，官方的表述是“第二增长曲线”。\n本季度阿里云实现160.51亿元的收入，较上年同期的124.37亿元，增长29%。连续三个季度实现盈利。\n不过，危机肉眼可见。\n阿里在财报和发布会中透露：\n“来自互联网行业的某头部客户基于非产品相关的要求，停止采用阿里云海外云服务，影响了最近两个季度的收入增长。”\n“未来云服务可能面临一定坎坷，比如来自在线教育领域的客户可能受到影响。”\n这里面的“单一大客户”指的是字节跳动。\n其实2020财年之前字节跳动实际上是阿里云核心的客户之一，相比于阿里巴巴的电商、腾讯的游戏以及百度的搜索，字节跳动的视频类内容对数据中心的需求更大。最鼎盛的时候，字节给阿里云带来的收入接近阿里云年收入的近10%。\n不过，根据现在的消息，字节跳动准备自建数据中心并对外提供云服务。终止了在阿里巴巴云上存储数据的交易。去年6月，阿里云提出“云钉一体”战略，旨在通过钉钉为企业提供一个更容易使用云计算能力的界面，并在今年年初推出钉钉低代码平台，让企业通过“托拉拽”的便捷方式开发应用。众所周知，钉钉被广泛应用于在线教育。阿里巴巴承认了在线教育整改会影响到阿里云的营收。“阿里巴巴希望成为一家消费互联网和产业互联网结合得更好的公司，这是阿里巴巴走向未来非常重要的定位和方向。”本次财报发布前一周，阿里巴巴董事会主席兼首席执行官张勇在致股东信中强调，产业互联网是全世界共同面对的重要机遇，阿里巴巴要成为一家消费互联网和产业互联网“双轮驱动”的公司。淘宝特价版于2020年3月正式上线，主要通过与原产地制造商合作，设计和生产面向下沉市场的极致性价比产品，从而在产销两端实现产业互联网与消费互联网的结合。淘特的年度活跃用户已经超过了1.9亿。在本次财报会议上，淘特是张勇和武卫多次谈及的。在阿里巴巴的官方语境中，淘特被描述为“性价比消费”。根据财报透露的信息，阿里巴巴正在形成围绕淘特的完整的供应链体系。\n此外，阿里巴巴今年上半年新成立了社区电商业务——MMC，内部称作“买买菜”。社区电商的增长也不错：今年4月-6月，GMV（网站成交金额）环比增长约200%，区域分拨中心（RDC）的建筑面积环比增长260%。这也是阿里巴巴首次公布社区电商业务“成绩单”。而此次“阿里巴巴性侵事件”当事人所在的部门“淘鲜达”，正是来自B2B业务。在同城零售业务中，淘鲜达的主要任务是与线下商超进行合作，并推广自己的数字化改造方案。B2B业务在阿里公司内部，曾有一个响当当的名字——“中供铁军”。这也是阿里巴巴“酒文化”浸润最深的业务条线。有媒体形容为“泡在酒里的to B”。\n在转向To C多年后，如今阿里正深入线下重回To B，这种销售导向型业务，又很难真正不碰酒桌。8月9日，阿里巴巴公布了事件阶段性调查结果和处理决定。其中，张勇提到：“我们仍旗帜鲜明地反对丑陋的酒桌文化，这不分性别，无论是客户或者主管提出这样的要求，我们的员工都可以明确拒绝。”\n阿里巴巴能否真“戒酒”，又是否能在B2B业务上取得成功呢？马云曾说过，“我从99年创业到今天为止，我从不参加任何应酬！很烂的酒，把你的肝给弄坏了；很好的酒，把你的脑袋给搞坏了——这个脑袋，不仅仅是因为这个酒把你泡了，而是你真以为自己的生意是靠喝酒喝出来的，脑袋能不坏吗？”然而，这次被阿里巴巴开除的，性侵事件中男上司的直属领导——P8阿甘也说过：“你觉得不喝酒，济南华联和一些北方商户以后的业务能谈下来吗？”我们只希望，马云说的是真的，阿甘说的是假的。希望“戒酒”的阿里巴巴有更美好的未来。","news_type":1},"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":896445653,"gmtCreate":1628603229172,"gmtModify":1631893101666,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896445653","repostId":"1169847262","repostType":4,"repost":{"id":"1169847262","kind":"news","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":1628582650,"share":"https://www.laohu8.com/m/news/1169847262?lang=&edition=full","pubTime":"2021-08-10 16:04","market":"other","language":"zh","title":"【异动】AMC院线盘前涨超7%，Q2营收超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1169847262","media":"老虎资讯综合","summary":"8月10日，AMC院线盘前涨超7%，Q2营收超预期；财报显示，公司第二季度营收4.45亿美元，市场预期为3.82亿美元，去年同期为1900万美元；第二季度净亏损为3.44亿美元，每股净亏损为0.71美","content":"<p>8月10日，AMC院线盘前涨超7%，Q2营收超预期；财报显示，公司第二季度营收4.45亿美元，市场预期为3.82亿美元，去年同期为1900万美元；第二季度净亏损为3.44亿美元，每股净亏损为0.71美元，市场预期为0.94美元。</p>\n<p><img src=\"https://static.tigerbbs.com/a201bfb623a2b54daaceb4e5eb2b518b\" tg-width=\"857\" tg-height=\"629\" width=\"100%\" height=\"auto\"></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】AMC院线盘前涨超7%，Q2营收超预期</title>\n<style 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16:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月10日，AMC院线盘前涨超7%，Q2营收超预期；财报显示，公司第二季度营收4.45亿美元，市场预期为3.82亿美元，去年同期为1900万美元；第二季度净亏损为3.44亿美元，每股净亏损为0.71美元，市场预期为0.94美元。</p>\n<p><img src=\"https://static.tigerbbs.com/a201bfb623a2b54daaceb4e5eb2b518b\" tg-width=\"857\" tg-height=\"629\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0ee61f3102969f347b6aec27973133fc","relate_stocks":{"AMC":"AMC院线"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169847262","content_text":"8月10日，AMC院线盘前涨超7%，Q2营收超预期；财报显示，公司第二季度营收4.45亿美元，市场预期为3.82亿美元，去年同期为1900万美元；第二季度净亏损为3.44亿美元，每股净亏损为0.71美元，市场预期为0.94美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898195969,"gmtCreate":1628476590251,"gmtModify":1631893101682,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"Buy 💰💰","listText":"Buy 💰💰","text":"Buy 💰💰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898195969","repostId":"1192265110","repostType":4,"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893496677,"gmtCreate":1628294222099,"gmtModify":1631893101693,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"百世👍👍","listText":"百世👍👍","text":"百世👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893496677","repostId":"1158027630","repostType":4,"isVote":1,"tweetType":1,"viewCount":375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":890427522,"gmtCreate":1628129427866,"gmtModify":1631893101701,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"😱😰😰","listText":"😱😰😰","text":"😱😰😰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890427522","repostId":"1126412569","repostType":4,"repost":{"id":"1126412569","kind":"news","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":1628127590,"share":"https://www.laohu8.com/m/news/1126412569?lang=&edition=full","pubTime":"2021-08-05 09:39","market":"hk","language":"zh","title":"快手38.82亿股解禁，公司股价大跌5%报价100港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1126412569","media":"老虎资讯综合","summary":"8月5日讯，快手$(01024)$跌超5%，跌破100港元关口，快手38.82亿股解禁，较招股价一手亏1500港元。快手已经上市半年，按照文件披露，今日有38.82亿股股票解禁，占发行后股本的94.8","content":"<p>8月5日讯，快手<a href=\"https://laohu8.com/S/01024\">$(01024)$</a>跌超5%，跌破100港元关口，快手38.82亿股解禁，较招股价一手亏1500港元。<img src=\"https://static.tigerbbs.com/e1d627650d33b307c096303881ff06ec\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">快手已经上市半年，按照文件披露，今日有38.82亿股股票解禁，占发行后股本的94.81%，按照目前股价，解禁市值为3882亿港元，CEO宿华及Reach Best持股比例达11.8%，控股股东程一笑先生及Ke Yong持股比例达9.36%。<img src=\"https://static.tigerbbs.com/9cad43f903387d0cea0a1f244c6fd2bc\" tg-width=\"550\" tg-height=\"611\" referrerpolicy=\"no-referrer\">控股股东以外，现有员工持股平台持有28.61亿限售股，持股比例占69.64%。基石投资者持有1.65亿股，持股比例占4.02%，包括富达国际、GIC、<a href=\"https://laohu8.com/S/BX\">黑石</a>、阿布扎比投资局、淡马锡等10名基石。值得注意的是，快手招股价115港元，最新价格105港元，基石们全部处于浮亏状态。</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>快手38.82亿股解禁，公司股价大跌5%报价100港元</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快手38.82亿股解禁，公司股价大跌5%报价100港元\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\">2021-08-05 09:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月5日讯，快手<a href=\"https://laohu8.com/S/01024\">$(01024)$</a>跌超5%，跌破100港元关口，快手38.82亿股解禁，较招股价一手亏1500港元。<img src=\"https://static.tigerbbs.com/e1d627650d33b307c096303881ff06ec\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">快手已经上市半年，按照文件披露，今日有38.82亿股股票解禁，占发行后股本的94.81%，按照目前股价，解禁市值为3882亿港元，CEO宿华及Reach Best持股比例达11.8%，控股股东程一笑先生及Ke Yong持股比例达9.36%。<img src=\"https://static.tigerbbs.com/9cad43f903387d0cea0a1f244c6fd2bc\" tg-width=\"550\" tg-height=\"611\" referrerpolicy=\"no-referrer\">控股股东以外，现有员工持股平台持有28.61亿限售股，持股比例占69.64%。基石投资者持有1.65亿股，持股比例占4.02%，包括富达国际、GIC、<a href=\"https://laohu8.com/S/BX\">黑石</a>、阿布扎比投资局、淡马锡等10名基石。值得注意的是，快手招股价115港元，最新价格105港元，基石们全部处于浮亏状态。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/34c1189dd5cb1c200efdbbc99859c903","relate_stocks":{"01024":"快手-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126412569","content_text":"8月5日讯，快手$(01024)$跌超5%，跌破100港元关口，快手38.82亿股解禁，较招股价一手亏1500港元。快手已经上市半年，按照文件披露，今日有38.82亿股股票解禁，占发行后股本的94.81%，按照目前股价，解禁市值为3882亿港元，CEO宿华及Reach Best持股比例达11.8%，控股股东程一笑先生及Ke Yong持股比例达9.36%。控股股东以外，现有员工持股平台持有28.61亿限售股，持股比例占69.64%。基石投资者持有1.65亿股，持股比例占4.02%，包括富达国际、GIC、黑石、阿布扎比投资局、淡马锡等10名基石。值得注意的是，快手招股价115港元，最新价格105港元，基石们全部处于浮亏状态。","news_type":1},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802461650,"gmtCreate":1627796718370,"gmtModify":1631893101712,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"👍👍💰","listText":"👍👍💰","text":"👍👍💰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/802461650","repostId":"1165718297","repostType":4,"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802904074,"gmtCreate":1627703779498,"gmtModify":1631893101531,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"👍👍💰","listText":"👍👍💰","text":"👍👍💰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/802904074","repostId":"2155688721","repostType":4,"repost":{"id":"2155688721","kind":"highlight","pubTimestamp":1627701182,"share":"https://www.laohu8.com/m/news/2155688721?lang=&edition=full","pubTime":"2021-07-31 11:13","market":"hk","language":"zh","title":"百度放不下游戏","url":"https://stock-news.laohu8.com/highlight/detail?id=2155688721","media":"镜像娱乐","summary":"百度再一次“杀”回了游戏市场。\n7月28日，百度游戏品牌发布会正式召开，现场对外发布了23款游戏新品。其中包括《Island Crossing》《Call of Mini:Zombies Return","content":"<p><a href=\"https://laohu8.com/S/BIDU\">百度</a>再一次“杀”回了游戏市场。</p>\n<p>7月28日，百度游戏品牌发布会正式召开，现场对外发布了23款游戏新品。其中包括《Island Crossing》《Call of Mini:Zombies Return》《Garden》等14款休闲游戏，以及《武庚纪》《梦想<a href=\"https://laohu8.com/S/000997\">新大陆</a>》等9款重度游戏。可以看出，百度游戏未来将着力于休闲+重度游戏两条赛道，尝试跳出以发行为主的模式，转而以发行、自研并重，同时探索国际市场。</p>\n<p><img src=\"https://static.tigerbbs.com/03a57d99cd21d4a4e96e39ef0a7df836\" tg-width=\"1080\" tg-height=\"540\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>从战略到产品，百度游戏此举可以视作其重返赛场的一个重要举动。作为一个拥有巨大流量池的互联网巨头，百度做游戏其实一直被业内看好。然而，直到2017年百度剥离游戏业务时，平台也没有找到适合自己的发展模式。</p>\n<p>而今，游戏行业风云变幻，<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>分走大块蛋糕，阿里、字节跳动、B站等头部势力加码，海外市场竞争愈演愈烈，游戏行业新势力更是如雨后春笋……选择此时返场的百度游戏，也让当下的竞争环境变得更加复杂。</p>\n<h3><b>流量变现的重头戏</b></h3>\n<p>发布会上，百度游戏总经理徐建将未来的发展方向归纳为两点：一点是做服务，即基于自身流量生态和产品矩阵，为游戏厂商提供发行服务；另一点则在于做产品，或与行业伙伴合作、或自主研发，推出具备竞争力的游戏产品。</p>\n<p>从这两点来看，百度游戏此次返场，步子相对稳健，布局方向都建立在自身优势上。</p>\n<p>其一，游戏一直都是流量变现的重头戏，而百度是一个拥有10亿用户的流量生态，仅在百度APP，月活便超过5.4亿。并且，据官方披露，用户在百度搜索游戏相关内容的日均次数达到1亿次，其中为找游戏的用户占比为25.3%，玩游戏的占比为45.5%，找服务的占比为29.2%。</p>\n<p><img src=\"https://static.tigerbbs.com/d82ae2c46c176ed12cdee8a4ee00afbb\" tg-width=\"650\" tg-height=\"416\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>换言之，百度目前仍是网民接触游戏的一个重要入口，生态内每天产生的亿级流量都与游戏相关，这也是百度不可能轻易放掉游戏业务的关键所在。</p>\n<p>其二，围绕百度自身的流量生态，一方面，搜索业务的服务能力，使平台与国内诸多游戏厂商都存在合作关系；另一方面，百度在剥离游戏业务之前，其游戏发行也有过一些高光时刻。2011年时，百度基于贴吧生态搭建“社区化小游戏平台”，涉足游戏分发，3天累计用户便超过7000万。</p>\n<p>从广告到发行，百度在游戏行业的连接能力，使之能够更便捷地找到合作伙伴，为之后的联运、发行等业务打下基础。此次发布会上，<a href=\"https://laohu8.com/S/09990\">祖龙娱乐</a>、悠米互娱等都是百度游戏联合开发产品的合作方。徐建还透露，百度游戏也准备构建新的开发者平台，将给出诸多策略扶持和让利。</p>\n<p>其三，尽管百度目前已经与腾讯、阿里拉开了距离，但百度仍是处在第一梯队的互联网巨头，若平台将资本向游戏倾斜，在财力支持下未必没有与其他平台一战的实力。目前，百度游戏已经完成了两个自研团队的搭建，正式进入开发阶段。</p>\n<p>但是，从百度游戏发布的产品来看，休闲游戏仍占据更大比例，而在用户粘性更高的重度游戏中，“代号”产品居多，落地时间并不明朗。这意味着百度在真正形成竞争力之前，还有一段很长的路要走，且这条路并不容易。</p>\n<h3><b>不能“丢”的游戏业务</b></h3>\n<p>百度重拾游戏业务并不让人意外，尤其是在近几年，百度一直都在搜索业务之外，寻找新的收入增长点。</p>\n<p>回到2017年，百度以近12亿的价格出售了百度游戏，这一动作是百度实施“航母计划”的一环。当时，百度通过业务“分拆”，将文学、视频、游戏、音乐、地图、外卖等版块独立运营，业内对此普遍认为，百度在尝试摆脱对搜索业务的依赖。同一时期，百度也进一步发力人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>的新方向，尝试向智能科技公司转型。沿着这一发展脉络来看，如今的百度，或许更需要游戏了。</p>\n<p>首先，从其内部发展而言，业务“分拆”的思路并没有帮助百度在多领域建立优势。</p>\n<p>在这之中，百度发展最好的视频业务孵化出<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>，但爱奇艺至今累计亏损已达上百亿，不仅不赚钱，还消耗着巨额运营成本。此外，百度地图市场渗透率虽然较高，但地图业务的变现模式尚不清晰。</p>\n<p><img src=\"https://static.tigerbbs.com/edc6630b89c5e58130682294de8830bf\" tg-width=\"650\" tg-height=\"563\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>而在其他业务方面，文学领域至今仍是阅文一家独大；音乐市场中<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>占据更大份额，网易云音乐后来居上；外卖行业中，美团、饿了么两强相争……相比之下，百度并没有形成与之相抗的实力，在业绩贡献上也难以成为未来的新支柱。</p>\n<p>其次，在外部竞争环境上，百度面临的压力越来越大。</p>\n<p>近几年，业内开始频繁地讨论，字节跳动会不会取代百度成为第三大互联网巨头？在这背后，双方之间虽然没有正面冲突，但字节跳动却在一步步蚕食曾属于百度的市场。</p>\n<p>说到底，百度和字节跳动所做的都是信息分发，而后者抓住了移动互联网崛起的契机，并以独特的算法抢占市场，后来基于同样的算法体系入局短视频，并建立自身的广告体系和变现模型。在这一过程中，受到冲击最大的便是百度。也就是说，百度搜索业务所覆盖的市场已经受到威胁，寻找新的业绩增长点正变得越来越迫切。</p>\n<p><img src=\"https://static.tigerbbs.com/0bd74003ddc66f316f5a4afa89fa7e74\" tg-width=\"1080\" tg-height=\"540\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>字节跳动游戏《仙境传说RO：新世代的诞生》，月流水达到1.5亿</p>\n<p>再者，对百度自身的发展而言，人工智能的新定位还没有成规模的变现机会。</p>\n<p>财报数据显示，截至2020年第四季度，百度来自搜索服务与交易服务的收入，在总收入中占比将近80%，而公司来自AI及云服务的收入占比则不足20%。</p>\n<p>在人工智能的业绩创造力形成之前，发力流量变现效率更高的游戏业务，或许是百度更好的选择。且就技术发展对云游戏的赋能来看，提前布局游戏业务，未来也能更高效地与公司的技术实力共振。</p>\n<h3><b>微妙的返场时机</b></h3>\n<p>实际上，尽管百度曾高调出售百度游戏，但从未真正离开过这个市场。</p>\n<p>当初，百度游戏被剥离后更名为多酷游戏，仍然作为百度在游戏业务上唯一的平台级入口，与百度保持紧密的合作关系。同一年，百度APP接入智能小游戏入口；2019年，百度则投资了游戏公司蝴蝶互动；直到今年，百度申请注册“百度游戏”、“百度游戏 MG.BAIDU.COM DU”等商标，并于前不久召开品牌发布会，正式在这一赛道上“重启”。百度似乎一直在等待机会，但选择此时返场，这个时机还是有些微妙。</p>\n<p>从表面上看，当下，游戏市场的竞争越来越激烈。腾讯、网易两大头部势力仍无可撼动，阿里、字节跳动、B站等互联网巨头也开始在这一市场划分势力范围。</p>\n<p>在国内，阿里在游戏领域持续深耕之后，孵化出的《三国志·战略版》《三国志幻想大陆》表现亮眼，双双登上App Store手游收入排行榜TOP10。其中，仅在2020上半年，《三国志·战略版》的总流水便达到37亿。以此为起点，阿里逐渐在游戏领域站稳脚跟；字节跳动近来在游戏市场的步子也越来越大。今年3月，公司以260亿元的高价收购游戏公司沐瞳科技，将东南亚影响力最大的MOBA游戏《无尽对决》收入囊中；此外，B站也通过资本布局，在二次元游戏赛道上持续巩固实力。</p>\n<p><img src=\"https://static.tigerbbs.com/a2557f4955deb03cc8a5e455e81407a4\" tg-width=\"1080\" tg-height=\"508\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>在国外，伴随着<a href=\"https://laohu8.com/S/00799\">IGG</a>、莉莉丝等游戏厂商从海外市场涌现出来，这一市场也成为更多国内头部势力的布局范围，原本的蓝海优势正在激烈的竞争中逐渐消退，新入场者抢占市场份额的难度也在加大。</p>\n<p>然而，在这样的发展环境下，一些新势力还是“冒出头来”。尤其是《原神》的出现，在上线30天内收入便达到2.45亿美元，一度超越《王者荣耀》《和平精英》同期收入，位列全球手游收入榜首位。背后的公司米哈游也随之变得炙手可热。</p>\n<p><img src=\"https://static.tigerbbs.com/fa4d5c6dc9ad9c4c73abc473abf4cd38\" tg-width=\"1080\" tg-height=\"692\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>这一现象的出现，刺激了头部势力的敏感神经，也加速了巨头“围猎”的脚步。以动作最大的腾讯为例，据镜像娱乐统计，2021年上半年，腾讯参与投资的游戏公司多达49家，平均每4天便投资一家公司。</p>\n<p><img src=\"https://static.tigerbbs.com/643cf0b0e11b9df8d22b62da650634e1\" tg-width=\"549\" tg-height=\"2866\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>然而，透过这一现象，其实也反映出，一方面，当下的游戏市场还远未饱和，市场能够容下更多爆款游戏产品；另一方面，激烈的竞争环境，也为当下的游戏市场带来更多变数。在爆款终会被新的爆款替代的行业规律之下，新入局者并非没有机会，或许这才是百度选择此时返场的关键所在。</p>\n<p>但是，机会都是留给有准备的人，百度显然落后太多。发布会现场，百度游戏副总经理王慧也坦言：“重启后的百度团队优势仍不明显，团队一直在思考如何利用百度的资源，走出百度游戏自己的路。”但在变幻莫测的游戏市场之上，留给百度思考的时间已然不多了。</p>","source":"36kr_stock","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>百度放不下游戏</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百度放不下游戏\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 11:13 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1333416961169408><strong>镜像娱乐</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>百度再一次“杀”回了游戏市场。\n7月28日，百度游戏品牌发布会正式召开，现场对外发布了23款游戏新品。其中包括《Island Crossing》《Call of Mini:Zombies Return》《Garden》等14款休闲游戏，以及《武庚纪》《梦想新大陆》等9款重度游戏。可以看出，百度游戏未来将着力于休闲+重度游戏两条赛道，尝试跳出以发行为主的模式，转而以发行、自研并重，同时探索国际市场。...</p>\n\n<a href=\"https://36kr.com/p/1333416961169408\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3d671f82579a0f7a86039a21fe8fc002","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","BIDU":"百度"},"source_url":"https://36kr.com/p/1333416961169408","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155688721","content_text":"百度再一次“杀”回了游戏市场。\n7月28日，百度游戏品牌发布会正式召开，现场对外发布了23款游戏新品。其中包括《Island Crossing》《Call of Mini:Zombies Return》《Garden》等14款休闲游戏，以及《武庚纪》《梦想新大陆》等9款重度游戏。可以看出，百度游戏未来将着力于休闲+重度游戏两条赛道，尝试跳出以发行为主的模式，转而以发行、自研并重，同时探索国际市场。\n\n从战略到产品，百度游戏此举可以视作其重返赛场的一个重要举动。作为一个拥有巨大流量池的互联网巨头，百度做游戏其实一直被业内看好。然而，直到2017年百度剥离游戏业务时，平台也没有找到适合自己的发展模式。\n而今，游戏行业风云变幻，腾讯、网易分走大块蛋糕，阿里、字节跳动、B站等头部势力加码，海外市场竞争愈演愈烈，游戏行业新势力更是如雨后春笋……选择此时返场的百度游戏，也让当下的竞争环境变得更加复杂。\n流量变现的重头戏\n发布会上，百度游戏总经理徐建将未来的发展方向归纳为两点：一点是做服务，即基于自身流量生态和产品矩阵，为游戏厂商提供发行服务；另一点则在于做产品，或与行业伙伴合作、或自主研发，推出具备竞争力的游戏产品。\n从这两点来看，百度游戏此次返场，步子相对稳健，布局方向都建立在自身优势上。\n其一，游戏一直都是流量变现的重头戏，而百度是一个拥有10亿用户的流量生态，仅在百度APP，月活便超过5.4亿。并且，据官方披露，用户在百度搜索游戏相关内容的日均次数达到1亿次，其中为找游戏的用户占比为25.3%，玩游戏的占比为45.5%，找服务的占比为29.2%。\n\n换言之，百度目前仍是网民接触游戏的一个重要入口，生态内每天产生的亿级流量都与游戏相关，这也是百度不可能轻易放掉游戏业务的关键所在。\n其二，围绕百度自身的流量生态，一方面，搜索业务的服务能力，使平台与国内诸多游戏厂商都存在合作关系；另一方面，百度在剥离游戏业务之前，其游戏发行也有过一些高光时刻。2011年时，百度基于贴吧生态搭建“社区化小游戏平台”，涉足游戏分发，3天累计用户便超过7000万。\n从广告到发行，百度在游戏行业的连接能力，使之能够更便捷地找到合作伙伴，为之后的联运、发行等业务打下基础。此次发布会上，祖龙娱乐、悠米互娱等都是百度游戏联合开发产品的合作方。徐建还透露，百度游戏也准备构建新的开发者平台，将给出诸多策略扶持和让利。\n其三，尽管百度目前已经与腾讯、阿里拉开了距离，但百度仍是处在第一梯队的互联网巨头，若平台将资本向游戏倾斜，在财力支持下未必没有与其他平台一战的实力。目前，百度游戏已经完成了两个自研团队的搭建，正式进入开发阶段。\n但是，从百度游戏发布的产品来看，休闲游戏仍占据更大比例，而在用户粘性更高的重度游戏中，“代号”产品居多，落地时间并不明朗。这意味着百度在真正形成竞争力之前，还有一段很长的路要走，且这条路并不容易。\n不能“丢”的游戏业务\n百度重拾游戏业务并不让人意外，尤其是在近几年，百度一直都在搜索业务之外，寻找新的收入增长点。\n回到2017年，百度以近12亿的价格出售了百度游戏，这一动作是百度实施“航母计划”的一环。当时，百度通过业务“分拆”，将文学、视频、游戏、音乐、地图、外卖等版块独立运营，业内对此普遍认为，百度在尝试摆脱对搜索业务的依赖。同一时期，百度也进一步发力人工智能的新方向，尝试向智能科技公司转型。沿着这一发展脉络来看，如今的百度，或许更需要游戏了。\n首先，从其内部发展而言，业务“分拆”的思路并没有帮助百度在多领域建立优势。\n在这之中，百度发展最好的视频业务孵化出爱奇艺，但爱奇艺至今累计亏损已达上百亿，不仅不赚钱，还消耗着巨额运营成本。此外，百度地图市场渗透率虽然较高，但地图业务的变现模式尚不清晰。\n\n而在其他业务方面，文学领域至今仍是阅文一家独大；音乐市场中腾讯音乐占据更大份额，网易云音乐后来居上；外卖行业中，美团、饿了么两强相争……相比之下，百度并没有形成与之相抗的实力，在业绩贡献上也难以成为未来的新支柱。\n其次，在外部竞争环境上，百度面临的压力越来越大。\n近几年，业内开始频繁地讨论，字节跳动会不会取代百度成为第三大互联网巨头？在这背后，双方之间虽然没有正面冲突，但字节跳动却在一步步蚕食曾属于百度的市场。\n说到底，百度和字节跳动所做的都是信息分发，而后者抓住了移动互联网崛起的契机，并以独特的算法抢占市场，后来基于同样的算法体系入局短视频，并建立自身的广告体系和变现模型。在这一过程中，受到冲击最大的便是百度。也就是说，百度搜索业务所覆盖的市场已经受到威胁，寻找新的业绩增长点正变得越来越迫切。\n\n字节跳动游戏《仙境传说RO：新世代的诞生》，月流水达到1.5亿\n再者，对百度自身的发展而言，人工智能的新定位还没有成规模的变现机会。\n财报数据显示，截至2020年第四季度，百度来自搜索服务与交易服务的收入，在总收入中占比将近80%，而公司来自AI及云服务的收入占比则不足20%。\n在人工智能的业绩创造力形成之前，发力流量变现效率更高的游戏业务，或许是百度更好的选择。且就技术发展对云游戏的赋能来看，提前布局游戏业务，未来也能更高效地与公司的技术实力共振。\n微妙的返场时机\n实际上，尽管百度曾高调出售百度游戏，但从未真正离开过这个市场。\n当初，百度游戏被剥离后更名为多酷游戏，仍然作为百度在游戏业务上唯一的平台级入口，与百度保持紧密的合作关系。同一年，百度APP接入智能小游戏入口；2019年，百度则投资了游戏公司蝴蝶互动；直到今年，百度申请注册“百度游戏”、“百度游戏 MG.BAIDU.COM DU”等商标，并于前不久召开品牌发布会，正式在这一赛道上“重启”。百度似乎一直在等待机会，但选择此时返场，这个时机还是有些微妙。\n从表面上看，当下，游戏市场的竞争越来越激烈。腾讯、网易两大头部势力仍无可撼动，阿里、字节跳动、B站等互联网巨头也开始在这一市场划分势力范围。\n在国内，阿里在游戏领域持续深耕之后，孵化出的《三国志·战略版》《三国志幻想大陆》表现亮眼，双双登上App Store手游收入排行榜TOP10。其中，仅在2020上半年，《三国志·战略版》的总流水便达到37亿。以此为起点，阿里逐渐在游戏领域站稳脚跟；字节跳动近来在游戏市场的步子也越来越大。今年3月，公司以260亿元的高价收购游戏公司沐瞳科技，将东南亚影响力最大的MOBA游戏《无尽对决》收入囊中；此外，B站也通过资本布局，在二次元游戏赛道上持续巩固实力。\n\n在国外，伴随着IGG、莉莉丝等游戏厂商从海外市场涌现出来，这一市场也成为更多国内头部势力的布局范围，原本的蓝海优势正在激烈的竞争中逐渐消退，新入场者抢占市场份额的难度也在加大。\n然而，在这样的发展环境下，一些新势力还是“冒出头来”。尤其是《原神》的出现，在上线30天内收入便达到2.45亿美元，一度超越《王者荣耀》《和平精英》同期收入，位列全球手游收入榜首位。背后的公司米哈游也随之变得炙手可热。\n\n这一现象的出现，刺激了头部势力的敏感神经，也加速了巨头“围猎”的脚步。以动作最大的腾讯为例，据镜像娱乐统计，2021年上半年，腾讯参与投资的游戏公司多达49家，平均每4天便投资一家公司。\n\n然而，透过这一现象，其实也反映出，一方面，当下的游戏市场还远未饱和，市场能够容下更多爆款游戏产品；另一方面，激烈的竞争环境，也为当下的游戏市场带来更多变数。在爆款终会被新的爆款替代的行业规律之下，新入局者并非没有机会，或许这才是百度选择此时返场的关键所在。\n但是，机会都是留给有准备的人，百度显然落后太多。发布会现场，百度游戏副总经理王慧也坦言：“重启后的百度团队优势仍不明显，团队一直在思考如何利用百度的资源，走出百度游戏自己的路。”但在变幻莫测的游戏市场之上，留给百度思考的时间已然不多了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806867303,"gmtCreate":1627650100002,"gmtModify":1631893101737,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"没希望了😪😪","listText":"没希望了😪😪","text":"没希望了😪😪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/806867303","repostId":"1173008548","repostType":4,"repost":{"id":"1173008548","kind":"news","weMediaInfo":{"introduction":"准确、快速、有深度的科技媒体","home_visible":1,"media_name":"鞭牛士Bianews","id":"1055179466","head_image":"https://static.tigerbbs.com/1d097469860fd601fcda1f5b49dba641"},"pubTimestamp":1627649767,"share":"https://www.laohu8.com/m/news/1173008548?lang=&edition=full","pubTime":"2021-07-30 20:56","market":"hk","language":"zh","title":"新东方：覆巢之下，路在何方？","url":"https://stock-news.laohu8.com/highlight/detail?id=1173008548","media":"鞭牛士Bianews","summary":"“行业怕是要完蛋了。新东方会不会倒闭？”\n上周六（7月24日）晚间，教育“双减”政策正式落地，新东方一对一讲师何文新收到了十几条同事的微信，除了恐慌于公司的未来，他们也在讨论“能做什么副业”“离职能去","content":"<p>“行业怕是要完蛋了。<a href=\"https://laohu8.com/S/EDU\">新东方</a>会不会倒闭？”</p>\n<p>上周六（7月24日）晚间，教育“双减”政策正式落地，新东方一对一讲师何文新收到了十几条同事的微信，除了恐慌于公司的未来，他们也在讨论“能做什么副业”“离职能去哪里”，但更多的是迷茫，一堆人在凌晨转发各种双减解读文章，“睡不着”。</p>\n<p>“几个月的恐慌在那晚（上周六）爆发了。”何文新告诉鞭牛士，在上周五，网传双减政策落地的时候，新东方和一众教育股大跌，工作群里没有人说话，大家默契的保持着沉默，直到官方宣布双减政策落地。</p>\n<p>“虽然从3月份起就坏消息不断，但大家总有一种侥幸心理。”新东方某校区学顾陈思哲告诉鞭牛士，之前无论是双减意见出台，还是在线教育市场萎缩、大批裁员，大家总认为和老师的关系不大，“因为学生都愿意跟着我，离职、裁员又能怎样，总不会少了老师的工作。但现在‘双减’热搜也上了，新闻联播也播了，大家突然发现要来真的了。”</p>\n<p>坍塌的不止是校外辅导老师的乐观与信心，还有整个K12教育市场。</p>\n<p>《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》明确提出要“坚持从严治理，全面规范校外培训行为”，学科类培训机构一律不得上市融资。资本化运作，超标超前培训、高薪挖抢学校教师、资本过度涌入、“拍照搜题”等此前司空常见的行为被严格禁止。</p>\n<p>“这不比比特币刺激？”网友将<a href=\"https://laohu8.com/S/GOTU\">高途</a>相比最高点已经跌了98%的股价截图发到朋友圈，得到了这样的评价。作为“在美中概股教育第一股”“回港上市的中概股教育第一股”，新东方也遭遇重挫，仅23日一天就蒸发近400亿市值，创历史最大单日跌幅。</p>\n<p>“前几天，我们内部员工收到一条邮件，主要在说新东方的转型已经准备很久了，比如美术、音乐、编程、围棋，并且邀请新东方内部员工免费体验。”陈思哲称。</p>\n<p>为了转型求生，新东方正在经历钻心剜骨之痛；而和新东方、校外教育行业紧密捆绑的教师员工们，也对行业未来充满迷茫。</p>\n<p><b>恐慌蔓延</b></p>\n<p>“绝不会放弃任何一个老师。”在上个月的教师大会上，新东方的一位总监助理穿梭在每层楼的大教室里宣讲，这句话给何文新留下了深刻的印象。</p>\n<p>“他没有说裁员，只是说目前行业局势不明朗，鼓励员工补充知识，做好转型准备。”何文新称，但这番话安抚作用并不明显，恐慌情绪依旧在教师中蔓延。</p>\n<p>直接造成恐慌的，是没有新学生分配了。</p>\n<p>在去年暑期班，何文新最高带了13个学生，每天12个课时全部排满；但今年暑期班，何文新就只剩1个学生。不仅如此，在开会时，上层还透露，计划将“一对一”变成3人左右的小班教学。</p>\n<p>“我们的工资和课时直接挂钩，学生一旦合并，课时少了，工资也变少了。”新东方教师王明远向鞭牛士解释。</p>\n<p>“今年1月份我的工资是11000左右，4月份降到6000多，下个月8号发工资，扣完五险一金就只有4500左右了。”何文新给鞭牛士念了他越来越少的工资单。</p>\n<p>除了学生数量骤降，教师数量也在减少。</p>\n<p>一方面，是招聘组、培训组端口近乎关闭。“招聘端基本上不招人了，不管你有多优秀，都不招了。其次就是培训组，现在待在池子里的老师越来越多。”陈思哲称。</p>\n<p>新东方教师在正式授课前，都会在培训组的“池子”里进行培训。去年何文新培训时，一个组有50多名教师“预备役”，上午培训教学知识和技巧，下午“磨课”，一般培训需要1-2个月，要等到培训结束、通过答辩之后，才能正式上课。</p>\n<p>但今年何文新去培训组帮忙“磨课”时却发现，一个培训组只有不到20人：“态度也很敷衍，只有8个人准备了试讲。当然，主要是公司培训也变得敷衍，已经没有专门的负责人来管理新老师培训期间的秩序了。”</p>\n<p>另一方面，就是裁员和主动离职。</p>\n<p>“新东方没有大规模裁员。”陈思哲称，“和其他教育机构相比，新东方算是温和很多。”</p>\n<p>今年4月，有媒体报道称<a href=\"https://laohu8.com/S/01797\">新东方在线</a>集中裁员，中学部主讲老师已经有20%左右离职。对此，新东方在线澄清，存在季度性常规优化，但绝非一刀切的裁员，更无所谓“各部门裁员指标”。</p>\n<p>据晚点LatePost 消息，近日<a href=\"https://laohu8.com/S/TAL\">好未来</a>、高途宣布大裁员，脉脉上也有网友爆料，一起作业、作业帮等也开始了裁员，并晒出了员工排队辞职的照片。</p>\n<p>但王明远认为，如果是给补偿金的裁员“也算友好”，新东方虽然没有大规模裁员，但是教师工资事实上已经大幅缩水。</p>\n<p>“因为绩效不好，不仅工资降低，领导将压力都压到员工身上。”王明远称，“最近的工作环境让人喘不过气，主动离职的也不少。”</p>\n<p>“其实有一些变相裁员的措施。”何文新告诉鞭牛士，比如之前每个老师的排课上限是15个学生，现在提高到20个，“原本150个学生，需要10个老师，现在只需要8个，没课的老师当然会自动离职。”</p>\n<p>“我们校区的几个销售和店长已经提出离职了，还有更多人在犹豫。”陈思哲称，“最近主动离职的员工和老师都多了很多。”</p>\n<p>“其实最大的恐慌是看不见未来。”王明远称。整个教育培训行业充斥着“末路”的氛围。如何转型？转去哪里？转型能否成功？目前没有人能给出答案。</p>\n<p><b>艰难转型</b></p>\n<p>“双减”提出的工作目标是，学生过重作业负担和校外培训负担、家庭教育支出和家长相应精力负担1年内有效减轻、3年内成效显著。这也给K12教育机构留下了窗口期。</p>\n<p>少儿教育、素质教育、职业教育，是近期被多次提到的可转型的方向，好未来、高途、猿辅导等机构已经开始布局。</p>\n<p>“除了K12，新东方还有留学部和大学事业部。”陈思哲认为，新<a href=\"https://laohu8.com/S/600811\">东方集团</a>整体业务还算丰富，但K12业务被迫转型，意味着新东方将丧失很大一部分市值。</p>\n<p>但事实上，因为疫情影响，新东方海外考试准备业务和海外咨询与游学业务已经遭遇重创，K12业务一度成为新东方重点业务。</p>\n<p>据新东方2021年Q1财报显示，Q1季度新东方净收入为9.86亿美元，同比下降8.0%；归属于新东方的净利润为1.75亿美元，同比下降16.4%。</p>\n<p>Q1季度，新东方海外考试准备业务下降了51％，海外咨询与游学业务下降了31％，而K12业务收入同比增长约8%。其中，中学业务同比增长9%，少儿业务同比增长约4%。</p>\n<p>在电话会议上，新东方预测K12业务将在2021财年增长约25%。并且，接下来，新东方将继续扩大线下业务，在本财年增加约20％至25％的容量，包括新建学习中心，并扩大一些现有学习中心的教室面积，以供K12业务使用。</p>\n<p>如今，这个计划要全部推倒重来了。</p>\n<p>目前，新东方北京线下校区还没有完全“复课”。</p>\n<p>“2021年1月23日是一个节点，新东方原本线下的一对一、大课等，全部转为线上。”陈思哲告诉鞭牛士，一开始是因为担心疫情会反复，后来就是新政策的要求，“一直有消息称线下会复课，但一直到现在，除了玉泉路校区、万柳校区等，北京还有很多家新东方校区没有复课。”</p>\n<p>“不能复课的原因有很多，不仅是监管要求，还有校区自身资金监管之类的审批没有弄好。”王明远称。</p>\n<p>“我们还没有收到具体转型的通知，都是我们自己在猜测。”何文新称，甚至一些高层的消息，也是在看了新闻才得知的。</p>\n<p>近日有媒体报道，面对公司转型，新东方管理层有人建议公司转型做托儿所，而新东方创始人、董事长俞敏洪则“在内部会议上落了泪”。</p>\n<p>俞敏洪不仅落了泪，也发了火。对于网上传出截图，称新东方推出45天的219800元/人的游轮暑期集训营，俞敏洪在朋友圈质问“还有一点人性吗？”“你对新东方到底有多恨，才能在这种艰难时刻还要落井下石？”</p>\n<p>据天眼查App显示，因为“双减”落地，近期新东方等教育机构已经变更了经营范围，新增了教育咨询服务，从事语言能力、艺术、体育、科技等培训的营利性民办培训服务机构（除面向中小学生开展的学科类、语言类文化教育培训）等一般项目。</p>\n<p>“但现在各种转型都非常匆忙。”某业内人士告诉鞭牛士，“现在转型更像是被迫应对，具体要怎么落地，各家还没有章法。”</p>\n<p>“并且，如果一窝蜂的转型素质教育、职业教育，监管也不会放任不管。”上述业内人士补充道。</p>\n<p><b>培训需求依然存在</b></p>\n<p>陈思哲发现，虽然新东方没有复课，但在新东方校区周围的中小培训机构倒是非常火热。</p>\n<p>“晚上9点，新东方校区一片漆黑，但周围培训机构的灯还亮着，员工还在加班。”陈思哲告诉鞭牛士，“那些培训机构有正规的也有不正规的，存在了三四年时间，一直不温不火，今年暑假突然开始火爆了。”</p>\n<p>“其实家长一直在等新东方复课。”王明远也表示，“但花着线下的钱，上着线上的课，效果不好，家长不满意，退课自然就多了。”</p>\n<p>除了中小培训机构开始冒头，更小众精英化的课外辅导也越来越多。</p>\n<p>“现在已经有很多家长会几个人攒一个班，直接邀请名师上课。”陈思哲称，价格会比一般的一对一培训高出3-4倍。</p>\n<p>也有部分北京校外培训教师选择回二三线城市，继续做教培行业。</p>\n<p>“新东方一对一老师，时薪最低是90元，但在其他城市，时薪可以到200元。”何文新称，二三线城市还是比较缺专业的辅导老师。</p>\n<p>但无论哪种方式，都不能绕开监管。</p>\n<p>和双减政策一起落地的，是各地开展的针对教师校外有偿补课、违规校外培训机构的专项行动，甚至地方“扫黄打黑”工作小组，也加入校外培训机构违规行为集中专项整治工作中。</p>\n<p>教育部有关负责人在答记者问时称，“双减”出台的原因在于我国校外培训机构仍有一些问题未根本解决，一是规模总量庞大，二是违法违规情况突出，三是被资本裹挟状况严重。</p>\n<p>在2020年疫情红利下，教培行业，尤其是在线教育，迎来了最疯狂的融资时刻。数据统计，去年整个教育行业共发生238起投融资事件，整体融资金额超过680亿元。K12教育赛道的融资额已经超过此前三年累计融资额总和，新增教育相关企业超过万家。</p>\n<p>平安证券认为，本次“双减”文件落地的力度是史无前例的，K12教培机构的业务空间几乎被完全限制。</p>\n<p>转型、求生，不仅是校外教育机构面临的问题，教师员工也是如此。</p>\n<p>王明远告诉鞭牛士，他已经在寻找教育行业之外的工作，而何文新、陈思哲则表示会留在教育行业。</p>\n<p>回到文章最开始的问题：新东方不会倒闭、校外培训行业也会存在。但在这场残酷生存战中，曾经蒙眼狂奔的教育机构不可能全身而退。</p>","collect":0,"html":"<!DOCTYPE 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}\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新东方：覆巢之下，路在何方？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1055179466\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/1d097469860fd601fcda1f5b49dba641);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">鞭牛士Bianews </p>\n<p class=\"h-time\">2021-07-30 20:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>“行业怕是要完蛋了。<a href=\"https://laohu8.com/S/EDU\">新东方</a>会不会倒闭？”</p>\n<p>上周六（7月24日）晚间，教育“双减”政策正式落地，新东方一对一讲师何文新收到了十几条同事的微信，除了恐慌于公司的未来，他们也在讨论“能做什么副业”“离职能去哪里”，但更多的是迷茫，一堆人在凌晨转发各种双减解读文章，“睡不着”。</p>\n<p>“几个月的恐慌在那晚（上周六）爆发了。”何文新告诉鞭牛士，在上周五，网传双减政策落地的时候，新东方和一众教育股大跌，工作群里没有人说话，大家默契的保持着沉默，直到官方宣布双减政策落地。</p>\n<p>“虽然从3月份起就坏消息不断，但大家总有一种侥幸心理。”新东方某校区学顾陈思哲告诉鞭牛士，之前无论是双减意见出台，还是在线教育市场萎缩、大批裁员，大家总认为和老师的关系不大，“因为学生都愿意跟着我，离职、裁员又能怎样，总不会少了老师的工作。但现在‘双减’热搜也上了，新闻联播也播了，大家突然发现要来真的了。”</p>\n<p>坍塌的不止是校外辅导老师的乐观与信心，还有整个K12教育市场。</p>\n<p>《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》明确提出要“坚持从严治理，全面规范校外培训行为”，学科类培训机构一律不得上市融资。资本化运作，超标超前培训、高薪挖抢学校教师、资本过度涌入、“拍照搜题”等此前司空常见的行为被严格禁止。</p>\n<p>“这不比比特币刺激？”网友将<a href=\"https://laohu8.com/S/GOTU\">高途</a>相比最高点已经跌了98%的股价截图发到朋友圈，得到了这样的评价。作为“在美中概股教育第一股”“回港上市的中概股教育第一股”，新东方也遭遇重挫，仅23日一天就蒸发近400亿市值，创历史最大单日跌幅。</p>\n<p>“前几天，我们内部员工收到一条邮件，主要在说新东方的转型已经准备很久了，比如美术、音乐、编程、围棋，并且邀请新东方内部员工免费体验。”陈思哲称。</p>\n<p>为了转型求生，新东方正在经历钻心剜骨之痛；而和新东方、校外教育行业紧密捆绑的教师员工们，也对行业未来充满迷茫。</p>\n<p><b>恐慌蔓延</b></p>\n<p>“绝不会放弃任何一个老师。”在上个月的教师大会上，新东方的一位总监助理穿梭在每层楼的大教室里宣讲，这句话给何文新留下了深刻的印象。</p>\n<p>“他没有说裁员，只是说目前行业局势不明朗，鼓励员工补充知识，做好转型准备。”何文新称，但这番话安抚作用并不明显，恐慌情绪依旧在教师中蔓延。</p>\n<p>直接造成恐慌的，是没有新学生分配了。</p>\n<p>在去年暑期班，何文新最高带了13个学生，每天12个课时全部排满；但今年暑期班，何文新就只剩1个学生。不仅如此，在开会时，上层还透露，计划将“一对一”变成3人左右的小班教学。</p>\n<p>“我们的工资和课时直接挂钩，学生一旦合并，课时少了，工资也变少了。”新东方教师王明远向鞭牛士解释。</p>\n<p>“今年1月份我的工资是11000左右，4月份降到6000多，下个月8号发工资，扣完五险一金就只有4500左右了。”何文新给鞭牛士念了他越来越少的工资单。</p>\n<p>除了学生数量骤降，教师数量也在减少。</p>\n<p>一方面，是招聘组、培训组端口近乎关闭。“招聘端基本上不招人了，不管你有多优秀，都不招了。其次就是培训组，现在待在池子里的老师越来越多。”陈思哲称。</p>\n<p>新东方教师在正式授课前，都会在培训组的“池子”里进行培训。去年何文新培训时，一个组有50多名教师“预备役”，上午培训教学知识和技巧，下午“磨课”，一般培训需要1-2个月，要等到培训结束、通过答辩之后，才能正式上课。</p>\n<p>但今年何文新去培训组帮忙“磨课”时却发现，一个培训组只有不到20人：“态度也很敷衍，只有8个人准备了试讲。当然，主要是公司培训也变得敷衍，已经没有专门的负责人来管理新老师培训期间的秩序了。”</p>\n<p>另一方面，就是裁员和主动离职。</p>\n<p>“新东方没有大规模裁员。”陈思哲称，“和其他教育机构相比，新东方算是温和很多。”</p>\n<p>今年4月，有媒体报道称<a href=\"https://laohu8.com/S/01797\">新东方在线</a>集中裁员，中学部主讲老师已经有20%左右离职。对此，新东方在线澄清，存在季度性常规优化，但绝非一刀切的裁员，更无所谓“各部门裁员指标”。</p>\n<p>据晚点LatePost 消息，近日<a href=\"https://laohu8.com/S/TAL\">好未来</a>、高途宣布大裁员，脉脉上也有网友爆料，一起作业、作业帮等也开始了裁员，并晒出了员工排队辞职的照片。</p>\n<p>但王明远认为，如果是给补偿金的裁员“也算友好”，新东方虽然没有大规模裁员，但是教师工资事实上已经大幅缩水。</p>\n<p>“因为绩效不好，不仅工资降低，领导将压力都压到员工身上。”王明远称，“最近的工作环境让人喘不过气，主动离职的也不少。”</p>\n<p>“其实有一些变相裁员的措施。”何文新告诉鞭牛士，比如之前每个老师的排课上限是15个学生，现在提高到20个，“原本150个学生，需要10个老师，现在只需要8个，没课的老师当然会自动离职。”</p>\n<p>“我们校区的几个销售和店长已经提出离职了，还有更多人在犹豫。”陈思哲称，“最近主动离职的员工和老师都多了很多。”</p>\n<p>“其实最大的恐慌是看不见未来。”王明远称。整个教育培训行业充斥着“末路”的氛围。如何转型？转去哪里？转型能否成功？目前没有人能给出答案。</p>\n<p><b>艰难转型</b></p>\n<p>“双减”提出的工作目标是，学生过重作业负担和校外培训负担、家庭教育支出和家长相应精力负担1年内有效减轻、3年内成效显著。这也给K12教育机构留下了窗口期。</p>\n<p>少儿教育、素质教育、职业教育，是近期被多次提到的可转型的方向，好未来、高途、猿辅导等机构已经开始布局。</p>\n<p>“除了K12，新东方还有留学部和大学事业部。”陈思哲认为，新<a href=\"https://laohu8.com/S/600811\">东方集团</a>整体业务还算丰富，但K12业务被迫转型，意味着新东方将丧失很大一部分市值。</p>\n<p>但事实上，因为疫情影响，新东方海外考试准备业务和海外咨询与游学业务已经遭遇重创，K12业务一度成为新东方重点业务。</p>\n<p>据新东方2021年Q1财报显示，Q1季度新东方净收入为9.86亿美元，同比下降8.0%；归属于新东方的净利润为1.75亿美元，同比下降16.4%。</p>\n<p>Q1季度，新东方海外考试准备业务下降了51％，海外咨询与游学业务下降了31％，而K12业务收入同比增长约8%。其中，中学业务同比增长9%，少儿业务同比增长约4%。</p>\n<p>在电话会议上，新东方预测K12业务将在2021财年增长约25%。并且，接下来，新东方将继续扩大线下业务，在本财年增加约20％至25％的容量，包括新建学习中心，并扩大一些现有学习中心的教室面积，以供K12业务使用。</p>\n<p>如今，这个计划要全部推倒重来了。</p>\n<p>目前，新东方北京线下校区还没有完全“复课”。</p>\n<p>“2021年1月23日是一个节点，新东方原本线下的一对一、大课等，全部转为线上。”陈思哲告诉鞭牛士，一开始是因为担心疫情会反复，后来就是新政策的要求，“一直有消息称线下会复课，但一直到现在，除了玉泉路校区、万柳校区等，北京还有很多家新东方校区没有复课。”</p>\n<p>“不能复课的原因有很多，不仅是监管要求，还有校区自身资金监管之类的审批没有弄好。”王明远称。</p>\n<p>“我们还没有收到具体转型的通知，都是我们自己在猜测。”何文新称，甚至一些高层的消息，也是在看了新闻才得知的。</p>\n<p>近日有媒体报道，面对公司转型，新东方管理层有人建议公司转型做托儿所，而新东方创始人、董事长俞敏洪则“在内部会议上落了泪”。</p>\n<p>俞敏洪不仅落了泪，也发了火。对于网上传出截图，称新东方推出45天的219800元/人的游轮暑期集训营，俞敏洪在朋友圈质问“还有一点人性吗？”“你对新东方到底有多恨，才能在这种艰难时刻还要落井下石？”</p>\n<p>据天眼查App显示，因为“双减”落地，近期新东方等教育机构已经变更了经营范围，新增了教育咨询服务，从事语言能力、艺术、体育、科技等培训的营利性民办培训服务机构（除面向中小学生开展的学科类、语言类文化教育培训）等一般项目。</p>\n<p>“但现在各种转型都非常匆忙。”某业内人士告诉鞭牛士，“现在转型更像是被迫应对，具体要怎么落地，各家还没有章法。”</p>\n<p>“并且，如果一窝蜂的转型素质教育、职业教育，监管也不会放任不管。”上述业内人士补充道。</p>\n<p><b>培训需求依然存在</b></p>\n<p>陈思哲发现，虽然新东方没有复课，但在新东方校区周围的中小培训机构倒是非常火热。</p>\n<p>“晚上9点，新东方校区一片漆黑，但周围培训机构的灯还亮着，员工还在加班。”陈思哲告诉鞭牛士，“那些培训机构有正规的也有不正规的，存在了三四年时间，一直不温不火，今年暑假突然开始火爆了。”</p>\n<p>“其实家长一直在等新东方复课。”王明远也表示，“但花着线下的钱，上着线上的课，效果不好，家长不满意，退课自然就多了。”</p>\n<p>除了中小培训机构开始冒头，更小众精英化的课外辅导也越来越多。</p>\n<p>“现在已经有很多家长会几个人攒一个班，直接邀请名师上课。”陈思哲称，价格会比一般的一对一培训高出3-4倍。</p>\n<p>也有部分北京校外培训教师选择回二三线城市，继续做教培行业。</p>\n<p>“新东方一对一老师，时薪最低是90元，但在其他城市，时薪可以到200元。”何文新称，二三线城市还是比较缺专业的辅导老师。</p>\n<p>但无论哪种方式，都不能绕开监管。</p>\n<p>和双减政策一起落地的，是各地开展的针对教师校外有偿补课、违规校外培训机构的专项行动，甚至地方“扫黄打黑”工作小组，也加入校外培训机构违规行为集中专项整治工作中。</p>\n<p>教育部有关负责人在答记者问时称，“双减”出台的原因在于我国校外培训机构仍有一些问题未根本解决，一是规模总量庞大，二是违法违规情况突出，三是被资本裹挟状况严重。</p>\n<p>在2020年疫情红利下，教培行业，尤其是在线教育，迎来了最疯狂的融资时刻。数据统计，去年整个教育行业共发生238起投融资事件，整体融资金额超过680亿元。K12教育赛道的融资额已经超过此前三年累计融资额总和，新增教育相关企业超过万家。</p>\n<p>平安证券认为，本次“双减”文件落地的力度是史无前例的，K12教培机构的业务空间几乎被完全限制。</p>\n<p>转型、求生，不仅是校外教育机构面临的问题，教师员工也是如此。</p>\n<p>王明远告诉鞭牛士，他已经在寻找教育行业之外的工作，而何文新、陈思哲则表示会留在教育行业。</p>\n<p>回到文章最开始的问题：新东方不会倒闭、校外培训行业也会存在。但在这场残酷生存战中，曾经蒙眼狂奔的教育机构不可能全身而退。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/82362caba1384c0d03f1f3d1a209deae","relate_stocks":{"EDU":"新东方","01797":"东方甄选","09901":"新东方-S"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173008548","content_text":"“行业怕是要完蛋了。新东方会不会倒闭？”\n上周六（7月24日）晚间，教育“双减”政策正式落地，新东方一对一讲师何文新收到了十几条同事的微信，除了恐慌于公司的未来，他们也在讨论“能做什么副业”“离职能去哪里”，但更多的是迷茫，一堆人在凌晨转发各种双减解读文章，“睡不着”。\n“几个月的恐慌在那晚（上周六）爆发了。”何文新告诉鞭牛士，在上周五，网传双减政策落地的时候，新东方和一众教育股大跌，工作群里没有人说话，大家默契的保持着沉默，直到官方宣布双减政策落地。\n“虽然从3月份起就坏消息不断，但大家总有一种侥幸心理。”新东方某校区学顾陈思哲告诉鞭牛士，之前无论是双减意见出台，还是在线教育市场萎缩、大批裁员，大家总认为和老师的关系不大，“因为学生都愿意跟着我，离职、裁员又能怎样，总不会少了老师的工作。但现在‘双减’热搜也上了，新闻联播也播了，大家突然发现要来真的了。”\n坍塌的不止是校外辅导老师的乐观与信心，还有整个K12教育市场。\n《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》明确提出要“坚持从严治理，全面规范校外培训行为”，学科类培训机构一律不得上市融资。资本化运作，超标超前培训、高薪挖抢学校教师、资本过度涌入、“拍照搜题”等此前司空常见的行为被严格禁止。\n“这不比比特币刺激？”网友将高途相比最高点已经跌了98%的股价截图发到朋友圈，得到了这样的评价。作为“在美中概股教育第一股”“回港上市的中概股教育第一股”，新东方也遭遇重挫，仅23日一天就蒸发近400亿市值，创历史最大单日跌幅。\n“前几天，我们内部员工收到一条邮件，主要在说新东方的转型已经准备很久了，比如美术、音乐、编程、围棋，并且邀请新东方内部员工免费体验。”陈思哲称。\n为了转型求生，新东方正在经历钻心剜骨之痛；而和新东方、校外教育行业紧密捆绑的教师员工们，也对行业未来充满迷茫。\n恐慌蔓延\n“绝不会放弃任何一个老师。”在上个月的教师大会上，新东方的一位总监助理穿梭在每层楼的大教室里宣讲，这句话给何文新留下了深刻的印象。\n“他没有说裁员，只是说目前行业局势不明朗，鼓励员工补充知识，做好转型准备。”何文新称，但这番话安抚作用并不明显，恐慌情绪依旧在教师中蔓延。\n直接造成恐慌的，是没有新学生分配了。\n在去年暑期班，何文新最高带了13个学生，每天12个课时全部排满；但今年暑期班，何文新就只剩1个学生。不仅如此，在开会时，上层还透露，计划将“一对一”变成3人左右的小班教学。\n“我们的工资和课时直接挂钩，学生一旦合并，课时少了，工资也变少了。”新东方教师王明远向鞭牛士解释。\n“今年1月份我的工资是11000左右，4月份降到6000多，下个月8号发工资，扣完五险一金就只有4500左右了。”何文新给鞭牛士念了他越来越少的工资单。\n除了学生数量骤降，教师数量也在减少。\n一方面，是招聘组、培训组端口近乎关闭。“招聘端基本上不招人了，不管你有多优秀，都不招了。其次就是培训组，现在待在池子里的老师越来越多。”陈思哲称。\n新东方教师在正式授课前，都会在培训组的“池子”里进行培训。去年何文新培训时，一个组有50多名教师“预备役”，上午培训教学知识和技巧，下午“磨课”，一般培训需要1-2个月，要等到培训结束、通过答辩之后，才能正式上课。\n但今年何文新去培训组帮忙“磨课”时却发现，一个培训组只有不到20人：“态度也很敷衍，只有8个人准备了试讲。当然，主要是公司培训也变得敷衍，已经没有专门的负责人来管理新老师培训期间的秩序了。”\n另一方面，就是裁员和主动离职。\n“新东方没有大规模裁员。”陈思哲称，“和其他教育机构相比，新东方算是温和很多。”\n今年4月，有媒体报道称新东方在线集中裁员，中学部主讲老师已经有20%左右离职。对此，新东方在线澄清，存在季度性常规优化，但绝非一刀切的裁员，更无所谓“各部门裁员指标”。\n据晚点LatePost 消息，近日好未来、高途宣布大裁员，脉脉上也有网友爆料，一起作业、作业帮等也开始了裁员，并晒出了员工排队辞职的照片。\n但王明远认为，如果是给补偿金的裁员“也算友好”，新东方虽然没有大规模裁员，但是教师工资事实上已经大幅缩水。\n“因为绩效不好，不仅工资降低，领导将压力都压到员工身上。”王明远称，“最近的工作环境让人喘不过气，主动离职的也不少。”\n“其实有一些变相裁员的措施。”何文新告诉鞭牛士，比如之前每个老师的排课上限是15个学生，现在提高到20个，“原本150个学生，需要10个老师，现在只需要8个，没课的老师当然会自动离职。”\n“我们校区的几个销售和店长已经提出离职了，还有更多人在犹豫。”陈思哲称，“最近主动离职的员工和老师都多了很多。”\n“其实最大的恐慌是看不见未来。”王明远称。整个教育培训行业充斥着“末路”的氛围。如何转型？转去哪里？转型能否成功？目前没有人能给出答案。\n艰难转型\n“双减”提出的工作目标是，学生过重作业负担和校外培训负担、家庭教育支出和家长相应精力负担1年内有效减轻、3年内成效显著。这也给K12教育机构留下了窗口期。\n少儿教育、素质教育、职业教育，是近期被多次提到的可转型的方向，好未来、高途、猿辅导等机构已经开始布局。\n“除了K12，新东方还有留学部和大学事业部。”陈思哲认为，新东方集团整体业务还算丰富，但K12业务被迫转型，意味着新东方将丧失很大一部分市值。\n但事实上，因为疫情影响，新东方海外考试准备业务和海外咨询与游学业务已经遭遇重创，K12业务一度成为新东方重点业务。\n据新东方2021年Q1财报显示，Q1季度新东方净收入为9.86亿美元，同比下降8.0%；归属于新东方的净利润为1.75亿美元，同比下降16.4%。\nQ1季度，新东方海外考试准备业务下降了51％，海外咨询与游学业务下降了31％，而K12业务收入同比增长约8%。其中，中学业务同比增长9%，少儿业务同比增长约4%。\n在电话会议上，新东方预测K12业务将在2021财年增长约25%。并且，接下来，新东方将继续扩大线下业务，在本财年增加约20％至25％的容量，包括新建学习中心，并扩大一些现有学习中心的教室面积，以供K12业务使用。\n如今，这个计划要全部推倒重来了。\n目前，新东方北京线下校区还没有完全“复课”。\n“2021年1月23日是一个节点，新东方原本线下的一对一、大课等，全部转为线上。”陈思哲告诉鞭牛士，一开始是因为担心疫情会反复，后来就是新政策的要求，“一直有消息称线下会复课，但一直到现在，除了玉泉路校区、万柳校区等，北京还有很多家新东方校区没有复课。”\n“不能复课的原因有很多，不仅是监管要求，还有校区自身资金监管之类的审批没有弄好。”王明远称。\n“我们还没有收到具体转型的通知，都是我们自己在猜测。”何文新称，甚至一些高层的消息，也是在看了新闻才得知的。\n近日有媒体报道，面对公司转型，新东方管理层有人建议公司转型做托儿所，而新东方创始人、董事长俞敏洪则“在内部会议上落了泪”。\n俞敏洪不仅落了泪，也发了火。对于网上传出截图，称新东方推出45天的219800元/人的游轮暑期集训营，俞敏洪在朋友圈质问“还有一点人性吗？”“你对新东方到底有多恨，才能在这种艰难时刻还要落井下石？”\n据天眼查App显示，因为“双减”落地，近期新东方等教育机构已经变更了经营范围，新增了教育咨询服务，从事语言能力、艺术、体育、科技等培训的营利性民办培训服务机构（除面向中小学生开展的学科类、语言类文化教育培训）等一般项目。\n“但现在各种转型都非常匆忙。”某业内人士告诉鞭牛士，“现在转型更像是被迫应对，具体要怎么落地，各家还没有章法。”\n“并且，如果一窝蜂的转型素质教育、职业教育，监管也不会放任不管。”上述业内人士补充道。\n培训需求依然存在\n陈思哲发现，虽然新东方没有复课，但在新东方校区周围的中小培训机构倒是非常火热。\n“晚上9点，新东方校区一片漆黑，但周围培训机构的灯还亮着，员工还在加班。”陈思哲告诉鞭牛士，“那些培训机构有正规的也有不正规的，存在了三四年时间，一直不温不火，今年暑假突然开始火爆了。”\n“其实家长一直在等新东方复课。”王明远也表示，“但花着线下的钱，上着线上的课，效果不好，家长不满意，退课自然就多了。”\n除了中小培训机构开始冒头，更小众精英化的课外辅导也越来越多。\n“现在已经有很多家长会几个人攒一个班，直接邀请名师上课。”陈思哲称，价格会比一般的一对一培训高出3-4倍。\n也有部分北京校外培训教师选择回二三线城市，继续做教培行业。\n“新东方一对一老师，时薪最低是90元，但在其他城市，时薪可以到200元。”何文新称，二三线城市还是比较缺专业的辅导老师。\n但无论哪种方式，都不能绕开监管。\n和双减政策一起落地的，是各地开展的针对教师校外有偿补课、违规校外培训机构的专项行动，甚至地方“扫黄打黑”工作小组，也加入校外培训机构违规行为集中专项整治工作中。\n教育部有关负责人在答记者问时称，“双减”出台的原因在于我国校外培训机构仍有一些问题未根本解决，一是规模总量庞大，二是违法违规情况突出，三是被资本裹挟状况严重。\n在2020年疫情红利下，教培行业，尤其是在线教育，迎来了最疯狂的融资时刻。数据统计，去年整个教育行业共发生238起投融资事件，整体融资金额超过680亿元。K12教育赛道的融资额已经超过此前三年累计融资额总和，新增教育相关企业超过万家。\n平安证券认为，本次“双减”文件落地的力度是史无前例的，K12教培机构的业务空间几乎被完全限制。\n转型、求生，不仅是校外教育机构面临的问题，教师员工也是如此。\n王明远告诉鞭牛士，他已经在寻找教育行业之外的工作，而何文新、陈思哲则表示会留在教育行业。\n回到文章最开始的问题：新东方不会倒闭、校外培训行业也会存在。但在这场残酷生存战中，曾经蒙眼狂奔的教育机构不可能全身而退。","news_type":1},"isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":141983492,"gmtCreate":1625833187416,"gmtModify":1631893101419,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"Great 👍👍","listText":"Great 👍👍","text":"Great 👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/141983492","repostId":"1132560832","repostType":4,"repost":{"id":"1132560832","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625831887,"share":"https://www.laohu8.com/m/news/1132560832?lang=&edition=full","pubTime":"2021-07-09 19:58","market":"us","language":"en","title":"Stamps.com shares surges 14% in premarket trading,as going private at $330 per share in $6.6B cash deal with Thoma Bravo","url":"https://stock-news.laohu8.com/highlight/detail?id=1132560832","media":"Tiger Newspress","summary":"Stamps.com shares surges 14% in premarket trading,as going private at $330 per share in $6.6B cash d","content":"<p>Stamps.com&nbsp;shares&nbsp;surges&nbsp;14%&nbsp;in&nbsp;premarket&nbsp;trading,as&nbsp;going private at $330 per share in $6.6B cash deal with Thoma Bravo.</p>\n<p><img src=\"https://static.tigerbbs.com/04f161f070e63ab83519e4d884ce773d\" tg-width=\"1272\" tg-height=\"604\" referrerpolicy=\"no-referrer\"></p>\n<ul>\n <li>Stamps.com(NASDAQ:STMP)stockholders toreceive $330.00 per share in cash.</li>\n <li>The offer price per share represents a&nbsp;<b>premium of 66.9% over Stamps.com's closing share price</b>&nbsp;on July 08, 2021.</li>\n <li>Stamps.com’s Board of Directors has unanimously approved the agreement with Thoma Bravo.</li>\n <li>Post-completion, Stamps.com will become a private company with the flexibility and resources to provide global e-commerce technology solutions.</li>\n <li>Additionally, Stamps.com will benefit from the operating capabilities, capital support, and deep sector expertise of Thoma Bravo.</li>\n <li>The agreement includes a 40-day “go-shop” period expiring August 18, 2021, allowing the Board and its advisors to actively initiate, solicit and consider alternative acquisition proposals from third parties.</li>\n <li>The transaction is expected to close in Q3'21, subject to customary closing conditions, including approval by Stamps.com stockholders and receipt of regulatory approvals.</li>\n <li>Stamps.com to resume trading at 8 a.m. ET</li>\n</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>Stamps.com shares surges 14% in premarket trading,as going private at $330 per share in $6.6B cash deal with Thoma Bravo</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\">\nStamps.com shares surges 14% in premarket trading,as going private at $330 per share in $6.6B cash deal with Thoma Bravo\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\">2021-07-09 19:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Stamps.com&nbsp;shares&nbsp;surges&nbsp;14%&nbsp;in&nbsp;premarket&nbsp;trading,as&nbsp;going private at $330 per share in $6.6B cash deal with Thoma Bravo.</p>\n<p><img src=\"https://static.tigerbbs.com/04f161f070e63ab83519e4d884ce773d\" tg-width=\"1272\" tg-height=\"604\" referrerpolicy=\"no-referrer\"></p>\n<ul>\n <li>Stamps.com(NASDAQ:STMP)stockholders toreceive $330.00 per share in cash.</li>\n <li>The offer price per share represents a&nbsp;<b>premium of 66.9% over Stamps.com's closing share price</b>&nbsp;on July 08, 2021.</li>\n <li>Stamps.com’s Board of Directors has unanimously approved the agreement with Thoma Bravo.</li>\n <li>Post-completion, Stamps.com will become a private company with the flexibility and resources to provide global e-commerce technology solutions.</li>\n <li>Additionally, Stamps.com will benefit from the operating capabilities, capital support, and deep sector expertise of Thoma Bravo.</li>\n <li>The agreement includes a 40-day “go-shop” period expiring August 18, 2021, allowing the Board and its advisors to actively initiate, solicit and consider alternative acquisition proposals from third parties.</li>\n <li>The transaction is expected to close in Q3'21, subject to customary closing conditions, including approval by Stamps.com stockholders and receipt of regulatory approvals.</li>\n <li>Stamps.com to resume trading at 8 a.m. ET</li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STMP":"Stamps.com Inc"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132560832","content_text":"Stamps.com shares surges 14% in premarket trading,as going private at $330 per share in $6.6B cash deal with Thoma Bravo.\n\n\nStamps.com(NASDAQ:STMP)stockholders toreceive $330.00 per share in cash.\nThe offer price per share represents a premium of 66.9% over Stamps.com's closing share price on July 08, 2021.\nStamps.com’s Board of Directors has unanimously approved the agreement with Thoma Bravo.\nPost-completion, Stamps.com will become a private company with the flexibility and resources to provide global e-commerce technology solutions.\nAdditionally, Stamps.com will benefit from the operating capabilities, capital support, and deep sector expertise of Thoma Bravo.\nThe agreement includes a 40-day “go-shop” period expiring August 18, 2021, allowing the Board and its advisors to actively initiate, solicit and consider alternative acquisition proposals from third parties.\nThe transaction is expected to close in Q3'21, subject to customary closing conditions, including approval by Stamps.com stockholders and receipt of regulatory approvals.\nStamps.com to resume trading at 8 a.m. ET","news_type":1},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158145453,"gmtCreate":1625140566372,"gmtModify":1631893101430,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"Awesome 💪💪","listText":"Awesome 💪💪","text":"Awesome 💪💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/158145453","repostId":"1110936297","repostType":2,"repost":{"id":"1110936297","kind":"news","pubTimestamp":1625036047,"share":"https://www.laohu8.com/m/news/1110936297?lang=&edition=full","pubTime":"2021-06-30 14:54","market":"us","language":"en","title":"Apple: Act Quickly Before The Run To $172","url":"https://stock-news.laohu8.com/highlight/detail?id=1110936297","media":"seekingalpha","summary":"Apple faces many external threats from regulators in the developed world.But I see these as largely priced in, although they remain a threat longer term.Apple is on the cusp of what should be a pre-earnings run and an imminent breakout of a bullish consolidation pattern.I have made it no secret that I’m a big fan of Apple. In fact, I wrote a very bullish piece about six weeks ago, detailing how I thought Apple was in the process of consolidating before a big breakout. In this article, I want to ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple faces many external threats from regulators in the developed world.</li>\n <li>But I see these as largely priced in, although they remain a threat longer term.</li>\n <li>Apple is on the cusp of what should be a pre-earnings run and an imminent breakout of a bullish consolidation pattern.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/219c4f41554f7e91be4c02cd87e3f8d6\" tg-width=\"1536\" tg-height=\"1024\"><span>fMing Yeung/Getty Images News</span></p>\n<p>I have made it no secret that I’m a big fan of&nbsp;<b>Apple</b>(AAPL). In fact, I wrote a very bullish piece about six weeks ago, detailing how I thought Apple was in the process of consolidating before a&nbsp;big breakout. In this article, I want to update readers on the progress of that, as well as addressing some concerns that could be potentially bearish. But the spoiler alert is that I’m still very much in the camp of Apple setting up a breakout, and I think the company’s typical pre-earnings move is likely the catalyst to see that happen.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/37078c4ff01404a43176bb2e2555834d\" tg-width=\"640\" tg-height=\"615\"><span>Source: StockCharts</span></p>\n<p>To start, I’ve annotated the same ascending triangle formation I noted six weeks ago, because it is still very much in play. The stock is very near the top of the triangle today, so what happens when/if it gets to $136/$137 will determine if the breakout is imminent or if we need at least one more test of the rising trend line that forms the bottom of the triangle. Whether that occurs or not doesn’t change my outlook; only the timing of it.</p>\n<p>Ascending triangles measure upside targets on breakouts equal to the top and bottom of the widest part of the triangle. In this case, the top of the triangle is $137 and the bottom of the triangle, which was set in September of last year, was $102. That means that this triangle pattern has a measured price target – after the breakout – of $35 higher ($137 minus $102), and with the breakout point being $137 or so, that implies we canexpect Apple to hit $172, give or take. Now, that won’t happen immediately, of course, but that’s the kind of opportunity at hand here.</p>\n<p>What do you need to look for on a breakout? First, price action needs to decisively clear the breakout level of $137 and close above it. In addition, you want to see rising volume on the breakout – I’ve annotated declining volume in the triangle period, which is normal behavior – and you want to see rising momentum, we’ve got rising momentum today. So I’d expect a breakout to continue that, but these are the things you want to see on a breakout to ensure it has staying power.</p>\n<p>Finally, you’ll notice that I’ve added blue circles on the chart, and those represent the start of the ~4-week period prior to an earnings release. Apple has been<i>very</i>reliable in the past couple of years in terms of rallying into an earnings report, and I have no reason to think that will change. The gains are fairly large in most cases, with about half of them being in the double-digits, so this is a real catalyst for higher prices.</p>\n<p>The important thing to note is that we are about four weeks from the third quarter report, which typically takes place at the end of July. We are also at the top of the ascending triangle, which means that even a small pre-earnings run will likely result in a breakout, and that’s why I think the breakout is very near.</p>\n<p>To be clear, I’m reiterating my prior thesis that an ascending triangle breakout is coming; I just think we have a very clear catalyst now to make it sooner than later. I see the stock rallying into the earnings report, and if history is a guide, Apple will destroy expectations once again. In short, all is going to plan.</p>\n<p>The risk is that if Apple does break out of the triangle and earnings aren’t very good, the pattern could fail. That would negate my $172 price target, and we’d have to reassess. For now, the odds of that look low, and I’m still full steam ahead on the breakout coming pre-earnings.</p>\n<p><b>Why does Apple rally pre-earnings?</b></p>\n<p>To put it succinctly, Apple rallies pre-earnings because no matter how much analysts raise their targets going into the reports, Apple finds a way to beat them.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6233212bc10ea38f20e75d2ed0ab603e\" tg-width=\"640\" tg-height=\"284\"><span>Source:Seeking Alpha</span></p>\n<p>This is three years’ worth of data showing how Apple beats expectations, and by enormous margins in some cases. Apple is one of the largest and most-followed companies that has ever existed. So if any company should have an analyst community that knows how it will perform each quarter, it would be this one. However, its dominance in hardware and services revenue has proven too much for analysts over time to keep up with.</p>\n<p>Keep in mind a risk here is that if Apple does finally miss expectations, I have to imagine the stock will react extremely poorly. Thus, there is certainly risk in owning Apple through the earnings report, as with any other stock. But the company’s history of smashing expectations – particularly in the past year – means the odds of this are fairly low. Still, something to keep in mind from a risk perspective.</p>\n<p>In terms of a catalyst for rallying into the July report, Apple continues to see analysts scramble to keep up with its rising fortunes.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ebf56ca48e2364fd7314f9140bc3ab5c\" tg-width=\"640\" tg-height=\"286\"><span>Source:Seeking Alpha</span></p>\n<p>The sharp upward revisions that began last summer continue unabated, and Apple’s earnings trajectory remains very much intact. I detailed this in my last piece so I’m simply saying that nothing has changed on this front, and that’s a very good thing.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2bd9aaadd1cc3a29d7b8e787296ab4b\" tg-width=\"454\" tg-height=\"110\"><span>Source:Seeking Alpha</span></p>\n<p>I think you’ll struggle to find a company with a better earnings revision schedule, as the past three months have seen 36 EPS revisions, and<i>100%</i>of them were upward. That shows just how strong Apple’s earnings trajectory is, as analysts scramble to meet Apple’s outstanding performances. I love stocks with earnings revision charts like Apple’s because the bar is always rising, which means that the stock will follow suit.</p>\n<p><b>Not all is well</b></p>\n<p>Apple, to be fair, does face a huge amount of risks that are outside of its control. Many of them cropped up since my last report on Apple and so I want to balance my bullish position on the stock with some sobering reality to ensure readers are well-equipped to make an informed decision about whether or not Apple is right for their portfolio.</p>\n<p>First, the FTC made the headlines a few weeks ago by appointing&nbsp;Lina Khan, an outspoken and noted big tech critic, who feels certain companies have too much control over the behaviors of consumers. This is a noteworthy development because if the FTC wants to go after big tech, Apple is a very logical early target. I don’t see it impacting iPhone or other hardware sales but services revenue? Absolutely. This is a longer-term threat since antitrust rules take time to create, but Apple shareholders need to take this threat seriously.</p>\n<p>The&nbsp;White Houseis apparently on board with this line of thinking, and the&nbsp;House&nbsp;is actually considering legislation that would undertake to reign in the perceived control of big tech companies, including Apple's tendency to pre-install its own apps on Apple devices. Would that stop consumers from just going to the app store and downloading them? No, but it certainly isn't a<i>positive</i>&nbsp;catalyst.</p>\n<p>Apple is facing a similar threat in&nbsp;Germany&nbsp;and other places in the developed world, so it isn’t just a problem at home. Germany is assessing if Apple has “competition violations” to be addressed. So the issue is the same one being faced in the US, and the only two outcomes are neutral (nothing happens), or negative (antitrust action is taken).</p>\n<p>Apple is also still very much beholden to the never-ending trade war between&nbsp;China&nbsp;and the US, as the two countries constantly jockey for position with the highest stakes the world has ever seen in such a scuffle. Apple’s production process is potentially at risk, depending upon how ugly things get, adding some geopolitical risk to the stock's outlook. This goes both ways, and China employs a lot of people and generates a lot of cash from Apple’s production. So I’m not sure it is as one-sided as it seems, but the geopolitical risk is never a good thing, and Apple’s manufacturing needs set it up for such a risk.</p>\n<p><b>Final thoughts</b></p>\n<p>I’ve enumerated a variety of potential issues Apple is facing, and I’ll be clear and say none of these are good things. The best possible outcome is that nothing changes, and the worst is that all come to fruition and Apple faces manufacturing challenges, as well as antitrust actions. These are real threats, but I also think they're already priced in.</p>\n<p>The threat of antitrust legislation or a trade war with China isn’t new by any stretch of the imagination and is not dissimilar to the threats that other tech giants like Amazon (AMZN), Alphabet (GOOG), or Facebook (FB) face every day. This is par for the course if you’re a dominant tech company, and Apple certainly is. I don’t want to ignore these potential negative catalysts, but I don’t want to overreact, either.</p>\n<p>Keep in mind also that Apple continues to move higher over time despite this bad news, which is what winning stocks do. The fact that it is shrugging off these huge potential negative catalysts reinforces the bullish stance I already had on the stock.</p>\n<p>I detailed my bullishness on the company’s revenue generation, margins, buybacks, valuation, and more in the&nbsp;prior piece, and nothing has changed there. So I don’t want to waste your time going through it again. However, my fundamental stance on Apple hasn’t changed in the past six weeks, and if anything, continued upward revisions in EPS estimates have strengthened the bull case.</p>\n<p>The important thing is that shareholders must be aware of external threats, but also that we are seeing Apple get to the end of its very bullish consolidation pattern at the same time that it typically begins a pre-earnings run higher.</p>\n<p>The bottom line is that I think Apple’s breakout is imminent, and that the pattern measures to $172 or so. This won’t happen overnight, but if you were looking to buy Apple, act quickly.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Act Quickly Before The Run To $172</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Act Quickly Before The Run To $172\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 14:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4437069-apple-act-quickly-before-the-run-to-172><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple faces many external threats from regulators in the developed world.\nBut I see these as largely priced in, although they remain a threat longer term.\nApple is on the cusp of what should ...</p>\n\n<a href=\"https://seekingalpha.com/article/4437069-apple-act-quickly-before-the-run-to-172\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4437069-apple-act-quickly-before-the-run-to-172","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110936297","content_text":"Summary\n\nApple faces many external threats from regulators in the developed world.\nBut I see these as largely priced in, although they remain a threat longer term.\nApple is on the cusp of what should be a pre-earnings run and an imminent breakout of a bullish consolidation pattern.\n\nfMing Yeung/Getty Images News\nI have made it no secret that I’m a big fan of Apple(AAPL). In fact, I wrote a very bullish piece about six weeks ago, detailing how I thought Apple was in the process of consolidating before a big breakout. In this article, I want to update readers on the progress of that, as well as addressing some concerns that could be potentially bearish. But the spoiler alert is that I’m still very much in the camp of Apple setting up a breakout, and I think the company’s typical pre-earnings move is likely the catalyst to see that happen.\nSource: StockCharts\nTo start, I’ve annotated the same ascending triangle formation I noted six weeks ago, because it is still very much in play. The stock is very near the top of the triangle today, so what happens when/if it gets to $136/$137 will determine if the breakout is imminent or if we need at least one more test of the rising trend line that forms the bottom of the triangle. Whether that occurs or not doesn’t change my outlook; only the timing of it.\nAscending triangles measure upside targets on breakouts equal to the top and bottom of the widest part of the triangle. In this case, the top of the triangle is $137 and the bottom of the triangle, which was set in September of last year, was $102. That means that this triangle pattern has a measured price target – after the breakout – of $35 higher ($137 minus $102), and with the breakout point being $137 or so, that implies we canexpect Apple to hit $172, give or take. Now, that won’t happen immediately, of course, but that’s the kind of opportunity at hand here.\nWhat do you need to look for on a breakout? First, price action needs to decisively clear the breakout level of $137 and close above it. In addition, you want to see rising volume on the breakout – I’ve annotated declining volume in the triangle period, which is normal behavior – and you want to see rising momentum, we’ve got rising momentum today. So I’d expect a breakout to continue that, but these are the things you want to see on a breakout to ensure it has staying power.\nFinally, you’ll notice that I’ve added blue circles on the chart, and those represent the start of the ~4-week period prior to an earnings release. Apple has beenveryreliable in the past couple of years in terms of rallying into an earnings report, and I have no reason to think that will change. The gains are fairly large in most cases, with about half of them being in the double-digits, so this is a real catalyst for higher prices.\nThe important thing to note is that we are about four weeks from the third quarter report, which typically takes place at the end of July. We are also at the top of the ascending triangle, which means that even a small pre-earnings run will likely result in a breakout, and that’s why I think the breakout is very near.\nTo be clear, I’m reiterating my prior thesis that an ascending triangle breakout is coming; I just think we have a very clear catalyst now to make it sooner than later. I see the stock rallying into the earnings report, and if history is a guide, Apple will destroy expectations once again. In short, all is going to plan.\nThe risk is that if Apple does break out of the triangle and earnings aren’t very good, the pattern could fail. That would negate my $172 price target, and we’d have to reassess. For now, the odds of that look low, and I’m still full steam ahead on the breakout coming pre-earnings.\nWhy does Apple rally pre-earnings?\nTo put it succinctly, Apple rallies pre-earnings because no matter how much analysts raise their targets going into the reports, Apple finds a way to beat them.\nSource:Seeking Alpha\nThis is three years’ worth of data showing how Apple beats expectations, and by enormous margins in some cases. Apple is one of the largest and most-followed companies that has ever existed. So if any company should have an analyst community that knows how it will perform each quarter, it would be this one. However, its dominance in hardware and services revenue has proven too much for analysts over time to keep up with.\nKeep in mind a risk here is that if Apple does finally miss expectations, I have to imagine the stock will react extremely poorly. Thus, there is certainly risk in owning Apple through the earnings report, as with any other stock. But the company’s history of smashing expectations – particularly in the past year – means the odds of this are fairly low. Still, something to keep in mind from a risk perspective.\nIn terms of a catalyst for rallying into the July report, Apple continues to see analysts scramble to keep up with its rising fortunes.\nSource:Seeking Alpha\nThe sharp upward revisions that began last summer continue unabated, and Apple’s earnings trajectory remains very much intact. I detailed this in my last piece so I’m simply saying that nothing has changed on this front, and that’s a very good thing.\nSource:Seeking Alpha\nI think you’ll struggle to find a company with a better earnings revision schedule, as the past three months have seen 36 EPS revisions, and100%of them were upward. That shows just how strong Apple’s earnings trajectory is, as analysts scramble to meet Apple’s outstanding performances. I love stocks with earnings revision charts like Apple’s because the bar is always rising, which means that the stock will follow suit.\nNot all is well\nApple, to be fair, does face a huge amount of risks that are outside of its control. Many of them cropped up since my last report on Apple and so I want to balance my bullish position on the stock with some sobering reality to ensure readers are well-equipped to make an informed decision about whether or not Apple is right for their portfolio.\nFirst, the FTC made the headlines a few weeks ago by appointing Lina Khan, an outspoken and noted big tech critic, who feels certain companies have too much control over the behaviors of consumers. This is a noteworthy development because if the FTC wants to go after big tech, Apple is a very logical early target. I don’t see it impacting iPhone or other hardware sales but services revenue? Absolutely. This is a longer-term threat since antitrust rules take time to create, but Apple shareholders need to take this threat seriously.\nThe White Houseis apparently on board with this line of thinking, and the House is actually considering legislation that would undertake to reign in the perceived control of big tech companies, including Apple's tendency to pre-install its own apps on Apple devices. Would that stop consumers from just going to the app store and downloading them? No, but it certainly isn't apositive catalyst.\nApple is facing a similar threat in Germany and other places in the developed world, so it isn’t just a problem at home. Germany is assessing if Apple has “competition violations” to be addressed. So the issue is the same one being faced in the US, and the only two outcomes are neutral (nothing happens), or negative (antitrust action is taken).\nApple is also still very much beholden to the never-ending trade war between China and the US, as the two countries constantly jockey for position with the highest stakes the world has ever seen in such a scuffle. Apple’s production process is potentially at risk, depending upon how ugly things get, adding some geopolitical risk to the stock's outlook. This goes both ways, and China employs a lot of people and generates a lot of cash from Apple’s production. So I’m not sure it is as one-sided as it seems, but the geopolitical risk is never a good thing, and Apple’s manufacturing needs set it up for such a risk.\nFinal thoughts\nI’ve enumerated a variety of potential issues Apple is facing, and I’ll be clear and say none of these are good things. The best possible outcome is that nothing changes, and the worst is that all come to fruition and Apple faces manufacturing challenges, as well as antitrust actions. These are real threats, but I also think they're already priced in.\nThe threat of antitrust legislation or a trade war with China isn’t new by any stretch of the imagination and is not dissimilar to the threats that other tech giants like Amazon (AMZN), Alphabet (GOOG), or Facebook (FB) face every day. This is par for the course if you’re a dominant tech company, and Apple certainly is. I don’t want to ignore these potential negative catalysts, but I don’t want to overreact, either.\nKeep in mind also that Apple continues to move higher over time despite this bad news, which is what winning stocks do. The fact that it is shrugging off these huge potential negative catalysts reinforces the bullish stance I already had on the stock.\nI detailed my bullishness on the company’s revenue generation, margins, buybacks, valuation, and more in the prior piece, and nothing has changed there. So I don’t want to waste your time going through it again. However, my fundamental stance on Apple hasn’t changed in the past six weeks, and if anything, continued upward revisions in EPS estimates have strengthened the bull case.\nThe important thing is that shareholders must be aware of external threats, but also that we are seeing Apple get to the end of its very bullish consolidation pattern at the same time that it typically begins a pre-earnings run higher.\nThe bottom line is that I think Apple’s breakout is imminent, and that the pattern measures to $172 or so. This won’t happen overnight, but if you were looking to buy Apple, act quickly.","news_type":1},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148576103,"gmtCreate":1625996542602,"gmtModify":1631893101442,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"[Facepalm]&nbsp;","listText":"[Facepalm]&nbsp;","text":"[Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/148576103","repostId":"1195812364","repostType":4,"repost":{"id":"1195812364","kind":"news","pubTimestamp":1625875523,"share":"https://www.laohu8.com/m/news/1195812364?lang=&edition=full","pubTime":"2021-07-10 08:05","market":"us","language":"en","title":"US IPO Week Ahead: Real estate, post-pandemic plays and more in an 9 IPO week","url":"https://stock-news.laohu8.com/highlight/detail?id=1195812364","media":"Renaissance Capital","summary":"Italian drug container supplier Stevanato Group plans to raise $900 million at a $6.8 billion market cap. Controlled by its founding family, the profitable company supplies glass vials, syringes, and other medical-grade containers to more than 700 customers, including 41 of the top 50 pharmaceutical companies.Shopping center REIT Phillips Edison & Company plans to raise $502 million at a $3.7 billion market cap. This REIT owns equity interests in 300 shopping centers across the US, focusing on l","content":"<p>After a slow holiday week, nine IPOs are scheduled to raise over $3 billion in the week ahead.</p>\n<p>Italian drug container supplier&nbsp;<b>Stevanato Group</b>(STVN) plans to raise $900 million at a $6.8 billion market cap. Controlled by its founding family, the profitable company supplies glass vials, syringes, and other medical-grade containers to more than 700 customers, including 41 of the top 50 pharmaceutical companies.</p>\n<p>Shopping center REIT&nbsp;<b>Phillips Edison &amp; Company</b>(PECO) plans to raise $502 million at a $3.7 billion market cap. This REIT owns equity interests in 300 shopping centers across the US, focusing on locations that are anchored by grocers like Kroger and Public. It targets a 3.5% annualized yield at the midpoint.</p>\n<p>Known for its member-only luxury hotel brand Soho House,<b>Membership Collective Group</b>(MCG) plans to raise $450 at a $3.2 billion market cap. The company boasts a large and loyal member base, though it has no track record of profitability and saw revenue fall by almost half in the 1Q21.</p>\n<p>Mark Wahlberg-backed fitness franchise&nbsp;<b>F45 Training</b>(FXLV) plans to raise $325 million at a $1.5 billion market cap. Specializing in 45-minute workouts, F45 has over 1,500 studios worldwide. The company managed a 37% EBITDA in the trailing 12 months, though the company’s expected post-pandemic growth has yet to show through in the numbers.</p>\n<p>Mortgage software provider&nbsp;<b>Blend Labs</b>(BLND) plans to raise $340 million at a $4.5 billion market cap. Blend Labs provides a digital platform to financial services firms that improves the consumer experience when applying for mortgages and loans. Despite doubling revenue in 2020, the core software business is highly unprofitable due to R&amp;D and S&amp;M spend.</p>\n<p><b>Bridge Investment Group</b>(BRDG) plans to raise $300 million at a $1.8 billion market cap. This investment manager specializes in real estate equity and debt across multiple sectors. As of 3/31/2021, Bridge Investment Group has approximately $26 billion of AUM with more than 6,500 individual investors across 25 investment vehicles.</p>\n<p>Ocular medical device provider&nbsp;<b>Sight Sciences</b>(SGHT) plans to raise $150 million at a $1 billion market cap. The company develops and sells medical and surgical devices that present new treatment options for eye diseases. The highly unprofitable company showed signs of re-accelerating growth in the 1Q21 (+32%) after the pandemic delayed elective procedures in 2020.</p>\n<p>Pregnancy diagnostics company&nbsp;<b>Sera Prognostics</b>(SERA) plans to raise $75 million at a $564 million market cap. The company uses its proteomics and bioinformatics platform to develop biomarker tests aimed at improving pregnancy outcomes. Sera Prognostics’ sole commercial product, the PreTRM test, predicts the risk of a premature delivery, though it has yet to generate meaningful revenue.</p>\n<p>A hold-over from last week, early-stage kidney disease biotech&nbsp;<b>Unicycive Therapeutics</b>(UNCY) plans to raise $25 million at a $79 million market cap.</p>\n<p><img src=\"https://static.tigerbbs.com/ad3dc9b07583a28aad047e44802c899e\" tg-width=\"942\" tg-height=\"732\"></p>\n<p><b>IPO Market Snapshot</b></p>\n<p>The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 7/8/21, the Renaissance IPO Index was down 0.8% year-to-date, while the S&amp;P 500 was up 15.0%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 5.2% year-to-date, while the ACWX was up 7.3%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.</p>","source":"lsy1603787993745","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>US IPO Week Ahead: Real estate, post-pandemic plays and more in an 9 IPO week</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\">\nUS IPO Week Ahead: Real estate, post-pandemic plays and more in an 9 IPO week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 08:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/83879/US-IPO-Week-Ahead-Real-estate-post-pandemic-plays-and-more-in-an-9-IPO-week><strong>Renaissance Capital</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a slow holiday week, nine IPOs are scheduled to raise over $3 billion in the week ahead.\nItalian drug container supplier Stevanato Group(STVN) plans to raise $900 million at a $6.8 billion ...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/83879/US-IPO-Week-Ahead-Real-estate-post-pandemic-plays-and-more-in-an-9-IPO-week\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SERA":"Sera Prognostics, Inc.","SGHT":"Sight Sciences, Inc.","STVN":"Stevanato Group S.p.A.","BRDG":"Bridge Investment Group Holdings Inc.",".DJI":"道琼斯","PECO":"Phillips Edison & Company, Inc.","FXLV":"F45 Training Holdings Inc.","BLND":"Blend Labs, Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/83879/US-IPO-Week-Ahead-Real-estate-post-pandemic-plays-and-more-in-an-9-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195812364","content_text":"After a slow holiday week, nine IPOs are scheduled to raise over $3 billion in the week ahead.\nItalian drug container supplier Stevanato Group(STVN) plans to raise $900 million at a $6.8 billion market cap. Controlled by its founding family, the profitable company supplies glass vials, syringes, and other medical-grade containers to more than 700 customers, including 41 of the top 50 pharmaceutical companies.\nShopping center REIT Phillips Edison & Company(PECO) plans to raise $502 million at a $3.7 billion market cap. This REIT owns equity interests in 300 shopping centers across the US, focusing on locations that are anchored by grocers like Kroger and Public. It targets a 3.5% annualized yield at the midpoint.\nKnown for its member-only luxury hotel brand Soho House,Membership Collective Group(MCG) plans to raise $450 at a $3.2 billion market cap. The company boasts a large and loyal member base, though it has no track record of profitability and saw revenue fall by almost half in the 1Q21.\nMark Wahlberg-backed fitness franchise F45 Training(FXLV) plans to raise $325 million at a $1.5 billion market cap. Specializing in 45-minute workouts, F45 has over 1,500 studios worldwide. The company managed a 37% EBITDA in the trailing 12 months, though the company’s expected post-pandemic growth has yet to show through in the numbers.\nMortgage software provider Blend Labs(BLND) plans to raise $340 million at a $4.5 billion market cap. Blend Labs provides a digital platform to financial services firms that improves the consumer experience when applying for mortgages and loans. Despite doubling revenue in 2020, the core software business is highly unprofitable due to R&D and S&M spend.\nBridge Investment Group(BRDG) plans to raise $300 million at a $1.8 billion market cap. This investment manager specializes in real estate equity and debt across multiple sectors. As of 3/31/2021, Bridge Investment Group has approximately $26 billion of AUM with more than 6,500 individual investors across 25 investment vehicles.\nOcular medical device provider Sight Sciences(SGHT) plans to raise $150 million at a $1 billion market cap. The company develops and sells medical and surgical devices that present new treatment options for eye diseases. The highly unprofitable company showed signs of re-accelerating growth in the 1Q21 (+32%) after the pandemic delayed elective procedures in 2020.\nPregnancy diagnostics company Sera Prognostics(SERA) plans to raise $75 million at a $564 million market cap. The company uses its proteomics and bioinformatics platform to develop biomarker tests aimed at improving pregnancy outcomes. Sera Prognostics’ sole commercial product, the PreTRM test, predicts the risk of a premature delivery, though it has yet to generate meaningful revenue.\nA hold-over from last week, early-stage kidney disease biotech Unicycive Therapeutics(UNCY) plans to raise $25 million at a $79 million market cap.\n\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 7/8/21, the Renaissance IPO Index was down 0.8% year-to-date, while the S&P 500 was up 15.0%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 5.2% year-to-date, while the ACWX was up 7.3%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.","news_type":1},"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141989116,"gmtCreate":1625833062935,"gmtModify":1631893101460,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"Is time to buy 💰💰","listText":"Is time to buy 💰💰","text":"Is time to buy 💰💰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/141989116","repostId":"1161133836","repostType":4,"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":840130900,"gmtCreate":1635603136891,"gmtModify":1635603136891,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"股王💪💪","listText":"股王💪💪","text":"股王💪💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/840130900","repostId":"1163834980","repostType":4,"repost":{"id":"1163834980","kind":"news","pubTimestamp":1635596402,"share":"https://www.laohu8.com/m/news/1163834980?lang=&edition=full","pubTime":"2021-10-30 20:20","market":"us","language":"zh","title":"再次加冕“全球股王”，微软凭什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1163834980","media":"华尔街见闻","summary":"微软云业务爆发、苹果供应链限制是此次微软市值再次登顶的关键因素。","content":"<p>作者：许超</p>\n<p>在最新财报季后，<a href=\"https://laohu8.com/S/MSFT\">微软</a>超越<a href=\"https://laohu8.com/S/AAPL\">苹果</a>，时隔一年多再次登顶世界最高市值公司的宝座。</p>\n<p>截至当地时间周五美股收盘，微软股价上涨2.24%，市值达到2.49万亿美元。与此同时，苹果股价下跌1.82%，市值降至2.48万亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/6252015c703e662abdab04c8499c561f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>凭借Windows操作系统和Office办公套件，微软曾在上个世纪90年代末长期霸占世界最高市值公司的宝座。在互联网泡沫时期，微软市值曾达到6147亿美元的峰值，市值是苹果公司的40倍。</p>\n<p>但在iPhone系列硬件推出后，苹果于2010年市值超越微软。后者则由于美国政府反垄断打击行动的持续影响，以及错过<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手机革命等战略失误，股价陷入近10年的低迷期。</p>\n<p>微软上一次市值超苹果还是在去年5月，当时受强劲的货币、财政刺激，大批投资者涌向科技成长股。但受疫情期间硬件红利影响，苹果股价随后迅速攀升，公司市值在3个月后首次达到了2万亿美元，再次夺回了这桂冠。</p>\n<p>与AWS差距大幅缩小</p>\n<p>市场分析认为，微软云业务爆发、苹果供应链限制是此次微软市值再次反超的关键因素。</p>\n<p>在财务数据方面，微软周二公布的2022财年第一季度财报十分强劲：公司营收达到453亿美元，同比增长22%，远超市场预期，<b>收入连续第11个季度超过华尔街的平均预期。</b>公司经营利润则达到202亿，远超市场预期186亿。</p>\n<p><img src=\"https://static.tigerbbs.com/5482036cf3519da424fd0bf9438ff74b\" tg-width=\"640\" tg-height=\"222\" referrerpolicy=\"no-referrer\"></p>\n<p>在细分业务方面，微软所有业务业绩都好于预期。云业务已成公司营收最大的推力，包括Azure公共云、企业服务、GitHub等在内的智能云业务实现营收169.8亿美元，超预期165.8 美元，<b>同比增长31%，Azure云业务本季度增速则达到惊人的50%。</b></p>\n<p>在云业务竞争对手方面，微软与行业老大<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>的差距已大幅缩小。</p>\n<p>以过去12个月的收入计算，<b>微软Azure云计算服务目前的规模已达到AWS业务的61%，而仅仅5年前这一比例为30%</b>；过去八个季度，微软云业务的同比增长率平均为34%，而亚马逊AWS平均为32%。</p>\n<p>苹果“缺芯”</p>\n<p>在苹果方面，由于供应链限制，苹果季度营收自2017年5月以来首次低于市场预期。</p>\n<p>财报显示，苹果在2021财年的收官季度录得营收833.6亿美元，同比增29%，至9月季度的公司史上最高，但逊于分析师预期的846.9亿美元，环比增2.4%。</p>\n<p><img src=\"https://static.tigerbbs.com/bd05f843eae9145c82e3d4a05a04e150\" tg-width=\"640\" tg-height=\"452\" referrerpolicy=\"no-referrer\"></p>\n<p>对于财报弱于预期，苹果CEO库克将原因归结于iPhone、iPad和Mac的供应限制超出预期。在电话会议上，库克表示，<b>公司因供应链问题造成的损失达到60亿美元。</b></p>\n<p>库克表示，芯片短缺是造成供应链短缺的主因，芯片供应问题出现在“遗留节点”或较老的芯片上。同时东南亚国家疫情则产生大面积停工的影响。</p>\n<p><b>更糟糕的是，苹果预计供应链受限问题将年底关键的假期购物季造成更大的影响</b>，按照以往经验，年底的购物需求往往会推高公司业绩。</p>\n<p>库克在电话会议上称，苹果预计到第一财季（年底购物季）结束时，供应受限产生的营收影响将超过第四财季的60亿美元。按照目前供应链受限趋势，苹果市值再超微软或许还要再等一阵子了。</p>","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>再次加冕“全球股王”，微软凭什么？</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{ 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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再次加冕“全球股王”，微软凭什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-30 20:20 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3643707><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：许超\n在最新财报季后，微软超越苹果，时隔一年多再次登顶世界最高市值公司的宝座。\n截至当地时间周五美股收盘，微软股价上涨2.24%，市值达到2.49万亿美元。与此同时，苹果股价下跌1.82%，市值降至2.48万亿美元。\n\n凭借Windows操作系统和Office办公套件，微软曾在上个世纪90年代末长期霸占世界最高市值公司的宝座。在互联网泡沫时期，微软市值曾达到6147亿美元的峰值，市值是...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3643707\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2aa5fdb0ffbd6582a4dfb6732bacef9b","relate_stocks":{"MSFT":"微软"},"source_url":"https://wallstreetcn.com/articles/3643707","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1163834980","content_text":"作者：许超\n在最新财报季后，微软超越苹果，时隔一年多再次登顶世界最高市值公司的宝座。\n截至当地时间周五美股收盘，微软股价上涨2.24%，市值达到2.49万亿美元。与此同时，苹果股价下跌1.82%，市值降至2.48万亿美元。\n\n凭借Windows操作系统和Office办公套件，微软曾在上个世纪90年代末长期霸占世界最高市值公司的宝座。在互联网泡沫时期，微软市值曾达到6147亿美元的峰值，市值是苹果公司的40倍。\n但在iPhone系列硬件推出后，苹果于2010年市值超越微软。后者则由于美国政府反垄断打击行动的持续影响，以及错过智能手机革命等战略失误，股价陷入近10年的低迷期。\n微软上一次市值超苹果还是在去年5月，当时受强劲的货币、财政刺激，大批投资者涌向科技成长股。但受疫情期间硬件红利影响，苹果股价随后迅速攀升，公司市值在3个月后首次达到了2万亿美元，再次夺回了这桂冠。\n与AWS差距大幅缩小\n市场分析认为，微软云业务爆发、苹果供应链限制是此次微软市值再次反超的关键因素。\n在财务数据方面，微软周二公布的2022财年第一季度财报十分强劲：公司营收达到453亿美元，同比增长22%，远超市场预期，收入连续第11个季度超过华尔街的平均预期。公司经营利润则达到202亿，远超市场预期186亿。\n\n在细分业务方面，微软所有业务业绩都好于预期。云业务已成公司营收最大的推力，包括Azure公共云、企业服务、GitHub等在内的智能云业务实现营收169.8亿美元，超预期165.8 美元，同比增长31%，Azure云业务本季度增速则达到惊人的50%。\n在云业务竞争对手方面，微软与行业老大亚马逊的差距已大幅缩小。\n以过去12个月的收入计算，微软Azure云计算服务目前的规模已达到AWS业务的61%，而仅仅5年前这一比例为30%；过去八个季度，微软云业务的同比增长率平均为34%，而亚马逊AWS平均为32%。\n苹果“缺芯”\n在苹果方面，由于供应链限制，苹果季度营收自2017年5月以来首次低于市场预期。\n财报显示，苹果在2021财年的收官季度录得营收833.6亿美元，同比增29%，至9月季度的公司史上最高，但逊于分析师预期的846.9亿美元，环比增2.4%。\n\n对于财报弱于预期，苹果CEO库克将原因归结于iPhone、iPad和Mac的供应限制超出预期。在电话会议上，库克表示，公司因供应链问题造成的损失达到60亿美元。\n库克表示，芯片短缺是造成供应链短缺的主因，芯片供应问题出现在“遗留节点”或较老的芯片上。同时东南亚国家疫情则产生大面积停工的影响。\n更糟糕的是，苹果预计供应链受限问题将年底关键的假期购物季造成更大的影响，按照以往经验，年底的购物需求往往会推高公司业绩。\n库克在电话会议上称，苹果预计到第一财季（年底购物季）结束时，供应受限产生的营收影响将超过第四财季的60亿美元。按照目前供应链受限趋势，苹果市值再超微软或许还要再等一阵子了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1028,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":189735158,"gmtCreate":1623288309674,"gmtModify":1631888727475,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VIPS\">$Vipshop(VIPS)$</a>✌️✌️","listText":"<a href=\"https://laohu8.com/S/VIPS\">$Vipshop(VIPS)$</a>✌️✌️","text":"$Vipshop(VIPS)$✌️✌️","images":[{"img":"https://static.tigerbbs.com/c0c4043b2042ae72d1ddb7191d377d18","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/189735158","isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":144144063,"gmtCreate":1626273201652,"gmtModify":1631893101478,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"Starting to buy 💰💰","listText":"Starting to buy 💰💰","text":"Starting to buy 💰💰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144144063","repostId":"1140308728","repostType":4,"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148576925,"gmtCreate":1625996398867,"gmtModify":1631893101495,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"Meme 💪💪","listText":"Meme 💪💪","text":"Meme 💪💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/148576925","repostId":"1112201050","repostType":4,"repost":{"id":"1112201050","kind":"news","pubTimestamp":1625966101,"share":"https://www.laohu8.com/m/news/1112201050?lang=&edition=full","pubTime":"2021-07-11 09:15","market":"us","language":"en","title":"The Meme Stock Trade Is Far From Over. What Investors Need to Know.","url":"https://stock-news.laohu8.com/highlight/detail?id=1112201050","media":"Barrons","summary":"It seemed to be only a matter of time.\nWhen GameStop (ticker: GME), BlackBerry (BB), and even the de","content":"<p>It seemed to be only a matter of time.</p>\n<p>When GameStop (ticker: GME), BlackBerry (BB), and even the desiccated carcass of Blockbuster suddenly sprang to life in January, the clock was already ticking for when they would crash again. Would it be hours, days, or weeks?</p>\n<p>It has now been half a year, and the core “meme stocks” are still trading at levels considered outrageous by people who have studied them for years. New names like&nbsp;Clover Health Investments(CLOV) and&nbsp;Newegg Commerce(NEGG) have recently popped up on message boards, and their stocks have popped, too.</p>\n<p>The collective efforts of millions of retail traders—long derided as “the dumb money”—have successfully held stocks aloft and forced naysayers to capitulate.</p>\n<p>That is true even as the companies they are betting on have shown scant signs of transforming their businesses, or turning profits that might justify their valuations. BlackBerry burned cash in its latest quarter and warned that its key cybersecurity division would hit the low end of its revenue guidance; the stock dipped on the news but has still more than doubled in the past year.</p>\n<p>While trading volume at the big brokers has come down slightly from its February peak, it remains two to three times as high as it was before the pandemic. And a startling amount of that activity is occurring in stocks favored by retail traders. The average daily value of shares traded in&nbsp;AMC Entertainment Holdings(AMC), for example, reached $13.1 billion in June, more than&nbsp;Apple’s(AAPL) $9.5 billion and Amazon.com’s (AMZN) $10.3 billion.</p>\n<p>Even as the coronavirus fades in the U.S., most new traders say they are committed to the hobby they learned during lockdown—58% of day traders in a Betterment survey said they are planning to trade even more in the future, and only 12% plan to trade less. Amateur pandemic bakers have stopped kneading sourdough loaves; traders are only getting hungrier.</p>\n<p>A sustained bear market would spoil such an appetite, as it did when the dot-com bubble burst. For now, dips are reasons to hold or buy.</p>\n<p><img src=\"https://static.tigerbbs.com/25a79e71371c165f9a3a5085931fc487\" tg-width=\"979\" tg-height=\"649\"></p>\n<p>“I’ve seen that the ‘buy the dip’ sentiment hasn’t relented for a moment,” wrote Brandon Luczek, an electronics technician for the U.S. Navy who trades with friends online, in an email to&nbsp;Barron’s.</p>\n<p>The meme stock surge has been propelled by a rise in trading by retail investors. In 2020, online brokers signed clients at a record pace, with more than 10 million people opening new accounts. That record will almost certainly be broken in 2021. Brokers had already added more than 10 million accounts less than halfway into the year, some of the top firms have disclosed.</p>\n<p>Meme stocks are both the cart and the horse of this phenomenon. Their sudden price spikes are driven by new investors, and then that action drives even more new people to invest. Millions of people downloaded investing apps in late January and early February just to be a part of the fun. A recent&nbsp;Charles Schwab(SCHW) survey found that 15% of all current traders began investing after 2020.</p>\n<p><img src=\"https://static.tigerbbs.com/167386c6881a258922ad62caaf7a05f4\" tg-width=\"971\" tg-height=\"644\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8e29e3041b91070252ab9063d1a11fa2\" tg-width=\"975\" tg-height=\"642\"><img src=\"https://static.tigerbbs.com/f9cc1c0bd6368721c0eca87e25719f16\" tg-width=\"964\" tg-height=\"641\"></p>\n<p>The most prominent player in the surge is Robinhood, which said it had added 5.5 million funded accounts in the first quarter alone. But it isn’t alone. Fidelity, for instance, announced that it had attracted 1.6 million new customers under the age of 35 in the first quarter, 223% more than a year before.</p>\n<p>Under pressure from Robinhood’s zero-commission model, all of the major brokers cut commissions to zero in 2019. That opened the floodgates to a new group of customers—one that may not have as much spare cash to trade but is more active and diverse than its predecessors. And the brokers are cashing in. Fidelity is hoping to attract investors before they even have driver’s licenses, allowing children as young as 13 to open trading accounts. Robinhood is riding the momentum to an initial public offering that analysts expect to value it at more than 10 times its revenue.</p>\n<p>These new customers act differently than their older peers. For years, there was a “big gravitation toward ETFs,” says Chris Larkin, head of trading at E*Trade, which is now owned by Morgan Stanley (MS). But picking single stocks is clearly “the big story of 2021.”</p>\n<p>To be sure, equity exchange-traded funds are still doing well, as investors around the world bet on the pandemic recovery and avoid weak bond yields.</p>\n<p>But ETFs don’t light up the message boards like stocks do. Not that it has been a one-way ride for the top names. GameStop did dip in February, and Wall Street enjoyed a moment of schadenfreude. It didn’t last.</p>\n<p>“Like cicadas, meme traders returned in a wild blaze of activity after being seemingly underground for several months,” wrote Steve Sosnick, chief strategist at Interactive Brokers. Sosnick believes that the meme stocks tend to trade inversely to cryptocurrencies, because their fans rotate from one to the other as the momentum shifts.</p>\n<p>“I don’t think it’s strictly a coincidence that meme stocks roared back to life after a significant correction in Bitcoin and other cryptocurrencies,” he wrote.</p>\n<p>Sosnick considers meme stocks a “sector unto themselves,” one that he segregates on his computer monitor away from other stock tickers.</p>\n<p>Indeed, Wall Street’s reaction to the meme stock revolution has been to isolate the parts of the market that the pros deem irrational. Most short sellers won’t touch the stocks, and analysts are dropping coverage.</p>\n<p>But Wall Street can’t swat the retail army away like cicadas, or count on them disappearing for the next 17 years. Stock trading has permanently shifted. This year, retail activity accounts for 24% of equity volume, up from 15% in 2019. Adherents to the new creed are not passive observers willing to let Wall Street manage the markets.</p>\n<p><img src=\"https://static.tigerbbs.com/710e642d3b685b74f8c9dcaf46ef3e0b\" tg-width=\"968\" tg-height=\"643\"></p>\n<p>“What this really reflects is a reversal of the trends that we saw toward less and less engagement with individual companies,” says Joshua Mitts, a professor at Columbia Law School specializing in securities markets. “Technology is bringing the average investor closer to the companies in which he or she invests, and that’s just taking on new and unpredictable forms.”</p>\n<p>The swings you get can definitely make you feel some sort of way.</p>\n<p>— Matt Kohrs, 26, who streams stock analysis daily on YouTube</p>\n<p>It is now changing the lives of those who got in early and are still riding the names higher.</p>\n<p>Take Matt Kohrs, who had invested in AMC Entertainment early. He quit his job as a programmer in New York in February, moved to Philadelphia, and started streaming&nbsp;stock analysis on YouTube&nbsp;for seven hours a day.</p>\n<p>With 350,000 YouTube followers, it’s paying the bills. With his earnings from ads and from the stock, Kohrs says he can pull down roughly the same salary he made before. But he also knows that relying on earnings from stocks like this is nothing like a 9-to-5 job.</p>\n<p>“The swings you get can definitely make you feel some sort of way,” he says.</p>\n<p>Companies are starting to react more aggressively, too. They are either embracing their new owners or paying meme-ologists to understand the emoji-filled language of the new Wall Street so they can ward them off or appease them.</p>\n<p>AMC even canceled a proposed equity raise this past week because the company apparently didn’t like the vibes it was getting from the Reddit crowd. AMC has already quintupled its share count over the past year. CEO Adam Aron tweeted that he had seen “many yes, many no” reactions to his proposal to issue 25 million more shares, so it will be canceled instead of being presented for a vote at AMC’s annual meeting later this month. The company did not respond to a question on how it had polled shareholders.</p>\n<p>Forget the boardroom. Corporate policy is now being determined in the chat room.</p>\n<p>Big investors are spending more time tracking social-media discussions about stocks. Bank of America found in a survey this year that about 25% of institutions had already been tracking social-media sentiment, but that about 40% are interested in using it going forward.</p>\n<p>In the past few months, Bank of America, Morgan Stanley, and J.P. Morgan have all produced reports on how to trade around the retail action, coming to somewhat different conclusions.</p>\n<p>There can be “alpha in the signal,” as Morgan Stanley put it, but it can take some intense number-crunching to get there. Not all message-board chatter leads to sustained price gains, of course, and retail order flow cannot easily be separated from institutional flow without substantial data analysis. For investors with the tools to pinpoint which stocks retail investors are buying and which they are selling, J.P. Morgan suggests going long on the 20% of stocks with the most buying interest and short on the top 20% in selling interest.</p>\n<p>For now, many of the institutions buying data on social-media sentiment appear to be trying to reduce their risks, as opposed to scouting new opportunities, according to Boris Spiwak of alternative data firm Thinknum, which offers products that track social-media sentiment. “They see it as almost like an insurance policy, to limit their downside risks,” he says.</p>\n<p>For retail traders, the method isn’t always scientific. The action is sustained by a community ethos. And the force behind it is as much emotional and moral as financial.</p>\n<p>New investors say they are motivated by a desire to prove themselves and punish the old guard as much as by profits. They learn from one another about the market, sometimes amplifying or debunking conspiracy theories about Wall Street. Some link the meme-stock movement to continued mistrust of big financial institutions stemming from the 2008 financial crisis.</p>\n<p>“Wall Street brought our economy to its knees, and no one ever got in trouble for it,” says the 26-year-old Kohrs. “So, I think they view this as not only can we make money, but we can also make these hedge funds on Wall Street pay.”</p>\n<p>Claire Hirschberg is a 28-year-old union organizer who bought about $50 worth of GameStop stock on Robinhood in January after hearing about it from friends. She liked the idea, but what really got her excited about it was the reaction of her father, a longtime money manager. “He was so mad I had bought GameStop and was refusing to sell,” she says, laughing. “And that just makes me want to hold it forever.”</p>\n<p>Just like old Wall Street has rituals and codes, the new one does, too. A new investment banking employee learns quickly that you don’t wear a Ferragamo tie until after you make associate. You never leave the office until the managing director does, and you don’t complain about the hours. And the bad guys are the regulators and Sen. Elizabeth Warren, and not in that order.</p>\n<p>The new trading desk—the apps that millions of retail traders now use and the message boards where they congregate—have unspoken rules, too. Publicly acknowledging financial losses is a valiant act, evidence of internal fortitude and belief in the group. You don’t take yourself seriously and you don’t police language. You are part of an army of “apes” or “retards.” You hold through the crashes, even if it means you might lose everything. And the bad guys are the short sellers, the market makers, and the Wall Street elites, in that order.</p>\n<p>The group action is not just for moral support. The trading strategy depends on people keeping up the buying pressure to force a short squeeze or to buy bullish options that trigger what’s known as a gamma squeeze.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75d79c78a14cc8f297e17397cc54bdb5\" tg-width=\"1260\" tg-height=\"840\"><span>Keith Gill became the face of the Reddit army of retail traders pushing shares of GameStop higher when he appeared virtually before a House Financial Services Committee hearing in February.</span></p>\n<p>Many short sellers say they won’t touch these stocks anymore. But clearly, others aren’t taking that advice and are giving the meme movement oxygen by repeatedly betting against the stocks. AMC’s short interest was at 17% of the stock’s float in mid-June, down from 28% in January, but not by much.</p>\n<p>As the price rises, the shorts can’t help themselves. They start “drooling, with flames coming out of their ears,” says Michael Pachter, a Wedbush Securities analyst who has covered GameStop for years. “What’s kind of shocked me is the definition of insanity, which is doing the same thing over and over and over again and hoping for a different outcome each time, and the shorts keep coming back,” he says. “And [GameStop bull] Keith Gill and his Reddit raiders keep squeezing them, and it keeps working.”</p>\n<p>To beat the short sellers, the Reddit crowd needs to hold together, but the community has been showing cracks at times. The two meme stocks with the most determined fan bases—GameStop and AMC—still have enormous armies of core believers who do not seem easily swayed. But other names seem to have more-fickle backers. Several stocks caught up in the meme madness have come crashing down to earth.Bed Bath &amp; Beyond(BBBY) spiked twice—in late January and early June—but now trades only slightly above its mid-January levels. People who bought during the upswings have lost money.</p>\n<p>Distrust has spread, and some traders worry that wallstreetbets— the original Reddit message board that inspired the GameStop frenzy—has grown so fast that it has lost its original spirit, and potentially grown vulnerable to manipulation. Some have moved to other message boards, like r/superstonk, in hopes of reclaiming the old community’s flavor.</p>\n<p>Travis Rehl, the founder of social-media tracking company Hype Equity, says that he tries to separate possible manipulators from more organic investor sentiment. Hype Equity is usually hired by public-relations firms representing companies that are being talked about online, he says. Now, he sees a growing trend of stocks that suddenly come up on message boards, receive positive chatter, and then disappear.</p>\n<p>“It’s called into question what is a true discussion versus what is something that somebody just wants to pump,” he says. The moderators of wallstreetbets forbid market manipulation on the platform, and Rehl say they appear to work hard to police misinformation. The moderators did not respond to a request from&nbsp;Barron’s&nbsp;for comment.</p>\n<p>“If you can create enough buzz to get a stock that goes up 10%, 20%, even 50% in a short period of time, there’s a tremendous incentive to do that,” Sosnick says.</p>\n<p>The Securities and Exchange Commission is watching for funny business on the message boards. SEC Chairman Gary Gensler and some members of Congress have discussed changing market rules with the intention of adding transparency protecting retail traders—although changes could also anger the retail crowd if they slow down trading or make it more expensive.</p>\n<p>Regulations aren’t the only thing that could deflate this trend. Dan Egan, vice president of behavioral finance and investing at fintech Betterment, thinks the momentum may run out of steam in September. Even “apes” have responsibilities. “Kids start going back to schools; parents are free to go to work again,” he says. “That’s the next time there’s going to be some oxygen pulled out of the room.”</p>\n<p>Traditional investors may be tempted to write off the entire phenomenon as temporary madness inspired by lockdowns and free government money. But that would be a mistake. If zero-commission brokerages and fun with GameStop broke down barriers for millions of new investors to open accounts, it’s almost certainly a good thing, as long as most people bet with money they don’t need immediately. Many new retail traders say they are teaching themselves how to trade, and have begun to diversify their holdings.</p>\n<p>In one form or another, this is the future client base of Wall Street.</p>\n<p>Arizona State University professor Hendrik Bessembinder published groundbreaking&nbsp;research&nbsp;in 2018 that found that “a randomly selected stock in a randomly selected month is more likely to lose money than make money.” In short, picking single stocks and holding a concentrated portfolio tends to be a losing strategy.</p>\n<p>Even so, he’s encouraged by the new wave of trading. “I welcome the increase in retail trading, the idea of the stock market being a place with wide participation,” Bessembinder says. “Economists can’t tell people they shouldn’t get some fun.”</p>","source":"lsy1601382232898","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>The Meme Stock Trade Is Far From Over. What Investors Need to Know.</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\">\nThe Meme Stock Trade Is Far From Over. What Investors Need to Know.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-11 09:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/the-meme-stock-trade-is-far-from-over-what-investors-need-to-know-51625875247?mod=hp_HERO><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It seemed to be only a matter of time.\nWhen GameStop (ticker: GME), BlackBerry (BB), and even the desiccated carcass of Blockbuster suddenly sprang to life in January, the clock was already ticking ...</p>\n\n<a href=\"https://www.barrons.com/articles/the-meme-stock-trade-is-far-from-over-what-investors-need-to-know-51625875247?mod=hp_HERO\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CLOV":"Clover Health Corp","BBBY":"3B家居","SCHW":"嘉信理财","MRIN":"Marin Software Inc.","NEGG":"Newegg Comm Inc.","CARV":"卡弗储蓄","WKHS":"Workhorse Group, Inc.","BB":"黑莓","GME":"游戏驿站","AMC":"AMC院线"},"source_url":"https://www.barrons.com/articles/the-meme-stock-trade-is-far-from-over-what-investors-need-to-know-51625875247?mod=hp_HERO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112201050","content_text":"It seemed to be only a matter of time.\nWhen GameStop (ticker: GME), BlackBerry (BB), and even the desiccated carcass of Blockbuster suddenly sprang to life in January, the clock was already ticking for when they would crash again. Would it be hours, days, or weeks?\nIt has now been half a year, and the core “meme stocks” are still trading at levels considered outrageous by people who have studied them for years. New names like Clover Health Investments(CLOV) and Newegg Commerce(NEGG) have recently popped up on message boards, and their stocks have popped, too.\nThe collective efforts of millions of retail traders—long derided as “the dumb money”—have successfully held stocks aloft and forced naysayers to capitulate.\nThat is true even as the companies they are betting on have shown scant signs of transforming their businesses, or turning profits that might justify their valuations. BlackBerry burned cash in its latest quarter and warned that its key cybersecurity division would hit the low end of its revenue guidance; the stock dipped on the news but has still more than doubled in the past year.\nWhile trading volume at the big brokers has come down slightly from its February peak, it remains two to three times as high as it was before the pandemic. And a startling amount of that activity is occurring in stocks favored by retail traders. The average daily value of shares traded in AMC Entertainment Holdings(AMC), for example, reached $13.1 billion in June, more than Apple’s(AAPL) $9.5 billion and Amazon.com’s (AMZN) $10.3 billion.\nEven as the coronavirus fades in the U.S., most new traders say they are committed to the hobby they learned during lockdown—58% of day traders in a Betterment survey said they are planning to trade even more in the future, and only 12% plan to trade less. Amateur pandemic bakers have stopped kneading sourdough loaves; traders are only getting hungrier.\nA sustained bear market would spoil such an appetite, as it did when the dot-com bubble burst. For now, dips are reasons to hold or buy.\n\n“I’ve seen that the ‘buy the dip’ sentiment hasn’t relented for a moment,” wrote Brandon Luczek, an electronics technician for the U.S. Navy who trades with friends online, in an email to Barron’s.\nThe meme stock surge has been propelled by a rise in trading by retail investors. In 2020, online brokers signed clients at a record pace, with more than 10 million people opening new accounts. That record will almost certainly be broken in 2021. Brokers had already added more than 10 million accounts less than halfway into the year, some of the top firms have disclosed.\nMeme stocks are both the cart and the horse of this phenomenon. Their sudden price spikes are driven by new investors, and then that action drives even more new people to invest. Millions of people downloaded investing apps in late January and early February just to be a part of the fun. A recent Charles Schwab(SCHW) survey found that 15% of all current traders began investing after 2020.\n\nThe most prominent player in the surge is Robinhood, which said it had added 5.5 million funded accounts in the first quarter alone. But it isn’t alone. Fidelity, for instance, announced that it had attracted 1.6 million new customers under the age of 35 in the first quarter, 223% more than a year before.\nUnder pressure from Robinhood’s zero-commission model, all of the major brokers cut commissions to zero in 2019. That opened the floodgates to a new group of customers—one that may not have as much spare cash to trade but is more active and diverse than its predecessors. And the brokers are cashing in. Fidelity is hoping to attract investors before they even have driver’s licenses, allowing children as young as 13 to open trading accounts. Robinhood is riding the momentum to an initial public offering that analysts expect to value it at more than 10 times its revenue.\nThese new customers act differently than their older peers. For years, there was a “big gravitation toward ETFs,” says Chris Larkin, head of trading at E*Trade, which is now owned by Morgan Stanley (MS). But picking single stocks is clearly “the big story of 2021.”\nTo be sure, equity exchange-traded funds are still doing well, as investors around the world bet on the pandemic recovery and avoid weak bond yields.\nBut ETFs don’t light up the message boards like stocks do. Not that it has been a one-way ride for the top names. GameStop did dip in February, and Wall Street enjoyed a moment of schadenfreude. It didn’t last.\n“Like cicadas, meme traders returned in a wild blaze of activity after being seemingly underground for several months,” wrote Steve Sosnick, chief strategist at Interactive Brokers. Sosnick believes that the meme stocks tend to trade inversely to cryptocurrencies, because their fans rotate from one to the other as the momentum shifts.\n“I don’t think it’s strictly a coincidence that meme stocks roared back to life after a significant correction in Bitcoin and other cryptocurrencies,” he wrote.\nSosnick considers meme stocks a “sector unto themselves,” one that he segregates on his computer monitor away from other stock tickers.\nIndeed, Wall Street’s reaction to the meme stock revolution has been to isolate the parts of the market that the pros deem irrational. Most short sellers won’t touch the stocks, and analysts are dropping coverage.\nBut Wall Street can’t swat the retail army away like cicadas, or count on them disappearing for the next 17 years. Stock trading has permanently shifted. This year, retail activity accounts for 24% of equity volume, up from 15% in 2019. Adherents to the new creed are not passive observers willing to let Wall Street manage the markets.\n\n“What this really reflects is a reversal of the trends that we saw toward less and less engagement with individual companies,” says Joshua Mitts, a professor at Columbia Law School specializing in securities markets. “Technology is bringing the average investor closer to the companies in which he or she invests, and that’s just taking on new and unpredictable forms.”\nThe swings you get can definitely make you feel some sort of way.\n— Matt Kohrs, 26, who streams stock analysis daily on YouTube\nIt is now changing the lives of those who got in early and are still riding the names higher.\nTake Matt Kohrs, who had invested in AMC Entertainment early. He quit his job as a programmer in New York in February, moved to Philadelphia, and started streaming stock analysis on YouTube for seven hours a day.\nWith 350,000 YouTube followers, it’s paying the bills. With his earnings from ads and from the stock, Kohrs says he can pull down roughly the same salary he made before. But he also knows that relying on earnings from stocks like this is nothing like a 9-to-5 job.\n“The swings you get can definitely make you feel some sort of way,” he says.\nCompanies are starting to react more aggressively, too. They are either embracing their new owners or paying meme-ologists to understand the emoji-filled language of the new Wall Street so they can ward them off or appease them.\nAMC even canceled a proposed equity raise this past week because the company apparently didn’t like the vibes it was getting from the Reddit crowd. AMC has already quintupled its share count over the past year. CEO Adam Aron tweeted that he had seen “many yes, many no” reactions to his proposal to issue 25 million more shares, so it will be canceled instead of being presented for a vote at AMC’s annual meeting later this month. The company did not respond to a question on how it had polled shareholders.\nForget the boardroom. Corporate policy is now being determined in the chat room.\nBig investors are spending more time tracking social-media discussions about stocks. Bank of America found in a survey this year that about 25% of institutions had already been tracking social-media sentiment, but that about 40% are interested in using it going forward.\nIn the past few months, Bank of America, Morgan Stanley, and J.P. Morgan have all produced reports on how to trade around the retail action, coming to somewhat different conclusions.\nThere can be “alpha in the signal,” as Morgan Stanley put it, but it can take some intense number-crunching to get there. Not all message-board chatter leads to sustained price gains, of course, and retail order flow cannot easily be separated from institutional flow without substantial data analysis. For investors with the tools to pinpoint which stocks retail investors are buying and which they are selling, J.P. Morgan suggests going long on the 20% of stocks with the most buying interest and short on the top 20% in selling interest.\nFor now, many of the institutions buying data on social-media sentiment appear to be trying to reduce their risks, as opposed to scouting new opportunities, according to Boris Spiwak of alternative data firm Thinknum, which offers products that track social-media sentiment. “They see it as almost like an insurance policy, to limit their downside risks,” he says.\nFor retail traders, the method isn’t always scientific. The action is sustained by a community ethos. And the force behind it is as much emotional and moral as financial.\nNew investors say they are motivated by a desire to prove themselves and punish the old guard as much as by profits. They learn from one another about the market, sometimes amplifying or debunking conspiracy theories about Wall Street. Some link the meme-stock movement to continued mistrust of big financial institutions stemming from the 2008 financial crisis.\n“Wall Street brought our economy to its knees, and no one ever got in trouble for it,” says the 26-year-old Kohrs. “So, I think they view this as not only can we make money, but we can also make these hedge funds on Wall Street pay.”\nClaire Hirschberg is a 28-year-old union organizer who bought about $50 worth of GameStop stock on Robinhood in January after hearing about it from friends. She liked the idea, but what really got her excited about it was the reaction of her father, a longtime money manager. “He was so mad I had bought GameStop and was refusing to sell,” she says, laughing. “And that just makes me want to hold it forever.”\nJust like old Wall Street has rituals and codes, the new one does, too. A new investment banking employee learns quickly that you don’t wear a Ferragamo tie until after you make associate. You never leave the office until the managing director does, and you don’t complain about the hours. And the bad guys are the regulators and Sen. Elizabeth Warren, and not in that order.\nThe new trading desk—the apps that millions of retail traders now use and the message boards where they congregate—have unspoken rules, too. Publicly acknowledging financial losses is a valiant act, evidence of internal fortitude and belief in the group. You don’t take yourself seriously and you don’t police language. You are part of an army of “apes” or “retards.” You hold through the crashes, even if it means you might lose everything. And the bad guys are the short sellers, the market makers, and the Wall Street elites, in that order.\nThe group action is not just for moral support. The trading strategy depends on people keeping up the buying pressure to force a short squeeze or to buy bullish options that trigger what’s known as a gamma squeeze.\nKeith Gill became the face of the Reddit army of retail traders pushing shares of GameStop higher when he appeared virtually before a House Financial Services Committee hearing in February.\nMany short sellers say they won’t touch these stocks anymore. But clearly, others aren’t taking that advice and are giving the meme movement oxygen by repeatedly betting against the stocks. AMC’s short interest was at 17% of the stock’s float in mid-June, down from 28% in January, but not by much.\nAs the price rises, the shorts can’t help themselves. They start “drooling, with flames coming out of their ears,” says Michael Pachter, a Wedbush Securities analyst who has covered GameStop for years. “What’s kind of shocked me is the definition of insanity, which is doing the same thing over and over and over again and hoping for a different outcome each time, and the shorts keep coming back,” he says. “And [GameStop bull] Keith Gill and his Reddit raiders keep squeezing them, and it keeps working.”\nTo beat the short sellers, the Reddit crowd needs to hold together, but the community has been showing cracks at times. The two meme stocks with the most determined fan bases—GameStop and AMC—still have enormous armies of core believers who do not seem easily swayed. But other names seem to have more-fickle backers. Several stocks caught up in the meme madness have come crashing down to earth.Bed Bath & Beyond(BBBY) spiked twice—in late January and early June—but now trades only slightly above its mid-January levels. People who bought during the upswings have lost money.\nDistrust has spread, and some traders worry that wallstreetbets— the original Reddit message board that inspired the GameStop frenzy—has grown so fast that it has lost its original spirit, and potentially grown vulnerable to manipulation. Some have moved to other message boards, like r/superstonk, in hopes of reclaiming the old community’s flavor.\nTravis Rehl, the founder of social-media tracking company Hype Equity, says that he tries to separate possible manipulators from more organic investor sentiment. Hype Equity is usually hired by public-relations firms representing companies that are being talked about online, he says. Now, he sees a growing trend of stocks that suddenly come up on message boards, receive positive chatter, and then disappear.\n“It’s called into question what is a true discussion versus what is something that somebody just wants to pump,” he says. The moderators of wallstreetbets forbid market manipulation on the platform, and Rehl say they appear to work hard to police misinformation. The moderators did not respond to a request from Barron’s for comment.\n“If you can create enough buzz to get a stock that goes up 10%, 20%, even 50% in a short period of time, there’s a tremendous incentive to do that,” Sosnick says.\nThe Securities and Exchange Commission is watching for funny business on the message boards. SEC Chairman Gary Gensler and some members of Congress have discussed changing market rules with the intention of adding transparency protecting retail traders—although changes could also anger the retail crowd if they slow down trading or make it more expensive.\nRegulations aren’t the only thing that could deflate this trend. Dan Egan, vice president of behavioral finance and investing at fintech Betterment, thinks the momentum may run out of steam in September. Even “apes” have responsibilities. “Kids start going back to schools; parents are free to go to work again,” he says. “That’s the next time there’s going to be some oxygen pulled out of the room.”\nTraditional investors may be tempted to write off the entire phenomenon as temporary madness inspired by lockdowns and free government money. But that would be a mistake. If zero-commission brokerages and fun with GameStop broke down barriers for millions of new investors to open accounts, it’s almost certainly a good thing, as long as most people bet with money they don’t need immediately. Many new retail traders say they are teaching themselves how to trade, and have begun to diversify their holdings.\nIn one form or another, this is the future client base of Wall Street.\nArizona State University professor Hendrik Bessembinder published groundbreaking research in 2018 that found that “a randomly selected stock in a randomly selected month is more likely to lose money than make money.” In short, picking single stocks and holding a concentrated portfolio tends to be a losing strategy.\nEven so, he’s encouraged by the new wave of trading. “I welcome the increase in retail trading, the idea of the stock market being a place with wide participation,” Bessembinder says. “Economists can’t tell people they shouldn’t get some fun.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148578054,"gmtCreate":1625996198978,"gmtModify":1631893101506,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"Good for long term 👍👍","listText":"Good for long term 👍👍","text":"Good for long term 👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/148578054","repostId":"2150306047","repostType":4,"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168080203,"gmtCreate":1623943781902,"gmtModify":1631893101519,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"🔜 up to moon!","listText":"🔜 up to moon!","text":"🔜 up to moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/168080203","repostId":"1148768572","repostType":2,"repost":{"id":"1148768572","kind":"news","pubTimestamp":1623822306,"share":"https://www.laohu8.com/m/news/1148768572?lang=&edition=full","pubTime":"2021-06-16 13:45","market":"us","language":"en","title":"Wish Stock: Patient Investors Could Soon See $20 Again","url":"https://stock-news.laohu8.com/highlight/detail?id=1148768572","media":"seekingalpha","summary":"Summary\n\nWish (ContextLogic) remains one of the most underappreciated assets within e-commerce tradi","content":"<p><b>Summary</b></p>\n<ul>\n <li>Wish (ContextLogic) remains one of the most underappreciated assets within e-commerce trading at just 1.3x forward EV to Sales.</li>\n <li>Wish's latest partnership with PrestaShop will further accelerate international expansion and growth initiatives.</li>\n <li>While accurate data regarding its short interest is difficult to find as most of its float is still locked up, I estimate a short interest between 30-40%.</li>\n <li>I believe bear arguments including high marketing spend and stalling user numbers are already baked in the current share price.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/983667978a1675a8b256d7b0478a876c\" tg-width=\"1536\" tg-height=\"934\" referrerpolicy=\"no-referrer\"><span>JuSun/iStock via Getty Images</span></p>\n<p><b>Overview</b></p>\n<p>ContextLogic (WISH) has been a wild ride for shareholders, as high volatility continues to cause significant price movements in recent weeks. The e-commerce platform initially went public in December at $20 per share before surging to an all-time high of $32 in February due to a momentum-driven rally. That said, shares have steadily plunged ever since, hitting an all-time low of just $7 in June, but are now recovering swiftly after increased interest from the retail trading sector. Here, the stock is favored due to its high volatility, short interest, and enormous upside potential.</p>\n<p>In this context, I believe that the high short interest has increasingly pushed shares below fair value and that patient investors could soon see $20 or more again as the company is working through logistic challenges and will soon return to economies of scale. In this regard, the e-commerce platform has a unique value proposition and is well-positioned to gain market share in a $6 trillion e-commerce industry.</p>\n<p><b>The Digital Dollar Tree</b></p>\n<p>Wish has been criticized heavily as an e-commerce platform, and I would almost argue that its image of being a third-party 'dropshipping' site for Chinese merchants has kept investors away from the stock so far. However, this may only be partially true. Essentially, Wish has inverted Amazon's(NASDAQ:AMZN)business model through low-priced (low-quality) products and sluggish delivery times that may lead to week-long delivery times. This is because Wish does not handle shipping itself, which is why it can offer these ultra-low prices of offering a hoodie for $2 plus $2 shipping.</p>\n<p>Frankly, Wish is still dependent on Chinese merchants, accounting for most of its product catalogs. This is unsurprising, considering that most goods are produced in China as the production costs are among the lowest in the world. Most of the goods being sold on Amazon or eBay(NASDAQ:EBAY)were also produced in China, although they earn a higher perception due to one-day delivery shipping programs or higher prices.</p>\n<p><img src=\"https://static.tigerbbs.com/2bea733440e86851af57559c6a5fd6bd\" tg-width=\"640\" tg-height=\"363\" referrerpolicy=\"no-referrer\"></p>\n<p>Now, I view Wish as the digital dollar tree, where online shoppers discover items that they want, not need. In the process, customers have more patience for products and are willing to wait longer for them to arrive. Wish is working towards addressing both of these issues (quality and merchant diversification) as its platform is gaining popularity. Here, it has been investing in logistics to offer quicker delivery, demonstrated by a 275% YoY increase in logistics revenue. Since these revenues provide low margins, its overall gross margins have decreased in accordance. However, once it achieves economies of scale in the segment, margin growth should reverse and trail back towards 70%.</p>\n<p>It is also addressing the second issue by continuously growing its international merchant base. Here, U.S. merchants increased by over 400% YoY, and a similar trend is to be seen in other countries. Moreover, it is growing Wish Local, a service connecting local businesses to the platform, accounting for 7% of all Wish orders. Wish local is mostly (or exclusively) available in the United States and thus increasingly mixes with other products on the website.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09eb88453d075db6b7b8edd21f981b4a\" tg-width=\"640\" tg-height=\"381\"><span>Source: Sensor Tower</span></p>\n<p>I also like Wish's strategy to engage and retain users by utilizing an AI matching system that optimizes platform growth, user experience, and merchant return on investment. The strategy to create an interactive mobile shopping experience appears to be working well: Impressively, Wish gets over500,000reviews per day from users, surpassing even Amazon and other shopping sites in this regard, demonstrating just about how engaging the platform is. Around 80% of first-time shoppersreturnto buy again.</p>\n<p>Wish is, therefore, able to establish itself in the highly competitive E-commerce market that offers a tremendous runway for growth. Currently, around 40% of the E-commerce market share is owned just by Amazon. Compared to Amazon, its TAM may be limited as it concentrates on its lower-income niche, which is how it became popular in the first place. Still, this represents a +$3 trillion market opportunity for Wish to tap into. It is also worth noting that according toreports, Amazon tried to acquire Wish for $10 billion, yet Wish rejected, believing growing the business to $100 billion in annual sales, at which point it would be valued significantly higher.</p>\n<p><b>Negative Sentiment Baked In</b></p>\n<p>Wish's first two quarters have been slightly disappointing. While the company handily beat revenue estimates, the company burned through over $300 million in cash in order to invest in logistics. More importantly, however, is the fact that MAUs have dropped steadily, which the company blames on de-de-emphasizing advertising and customer acquisition as the company worked through logistics challenges it faced earlier in the year.</p>\n<table>\n <tbody>\n  <tr>\n   <td>Year</td>\n   <td>2020</td>\n   <td>2019</td>\n   <td>2018</td>\n  </tr>\n  <tr>\n   <td>Revenue</td>\n   <td>$2.54B</td>\n   <td>$1.9B</td>\n   <td>$1.73B</td>\n  </tr>\n  <tr>\n   <td>Gross Profit</td>\n   <td>$1.59B</td>\n   <td>$1.46B</td>\n   <td>$1.45B</td>\n  </tr>\n  <tr>\n   <td><b>Sales and Marketing</b></td>\n   <td><b>$1.71B (+17%)</b></td>\n   <td><b>$1.46B (-7%)</b></td>\n   <td><b>$1.57B</b></td>\n  </tr>\n  <tr>\n   <td>MAUs</td>\n   <td>107M (+19%)</td>\n   <td><p>90M (+10%)</p></td>\n   <td>82M</td>\n  </tr>\n  <tr>\n   <td><b>Active Buyers</b></td>\n   <td><b>64M (+3%)</b></td>\n   <td><b>62M (-3%)</b></td>\n   <td><b>64M</b></td>\n  </tr>\n </tbody>\n</table>\n<p>*Growth (Year-over-Year)</p>\n<p>The largest bear argument against Wish is its high marketing expenses, which account for 60% of its total revenues and over 100% of its gross profits. This is totally fine unless it grows its active buyers through marketing, which unfortunately has not been the case. This is a red flag and questions the long-term sustainability of Wish's business model. However, the company has been close to being cash flow positive, and it stated it already would be profitable if it weren't for its extensive marketing expense. That said, as long as Wish acquires new MAUs and increases value through logistic services, its marketing expenses pay off in the long run. Moreover, as a percentage of total revenues, Wish's marketing expenses have dropped to 60%, down from 67% in the year prior.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e18c23728274ee708d896923820b282\" tg-width=\"635\" tg-height=\"278\"><span>Source: Wish IR</span></p>\n<p>In terms of the outlook, this is what the company is essentially stressing. It believes marketing expenses can decrease to 40-45%, leading to EBITDA margins of 25% at the midpoint range. If it achieves these ambitious goals (which is very well possible), its profitability margins would be similar to those of eBay or MercadoLibre(NASDAQ:MELI). In either way, Wish's business model is not perfect, but all these concerns are more than baked in its current valuation, IMO (In My Opinion).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54029f94c37f301d26e93a11636280e7\" tg-width=\"635\" tg-height=\"470\"><span>Data byYCharts</span></p>\n<p>Even after the latest +50% rise, shares are still trailing far behind peers such as Poshmark(NASDAQ:POSH), eBay, Amazon, and (Shopify(NYSE:SHOP)). At over $3 billion estimated revenues, Wish is trading at just 1.8x Price to Sales, just half of eBay's current valuation and much lower than Poshmark. Current estimates are calling for over $6 billion in revenues by 2025 and $1 billion in free cash flow, meaning that Wish trades at just 7x free cash flow estimates, or 1 times sales. In early 2021, its P/S ratio stood closer to 5x, so there is potential for a valuation expansion.</p>\n<p><b>What about the Lawsuits?</b></p>\n<p>Perhaps you've seen the news (especially on Yahoo Finance) regarding the class actionlawsuits. These lawsuits are extensively posted to remind investors of recovering incurred losses after its share price dropped in recent months. Such lawsuits are not unusual when stocks drop sharply in a short period of time and are likely of no concern to investors. These lawsuits have also included companies such asCloverHealth(NASDAQ:CLOV), Skillz(NYSE:SKLZ), Array Technologies(NASDAQ:ARRY), etc.</p>\n<p>Short Interest - Still High</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/875b3fdaf74f1ef639b51d77a3aac01f\" tg-width=\"640\" tg-height=\"360\"><span>Source: Fintel</span></p>\n<p>Wish has gained significant attraction from retail investors, as investors were looking for the next big short squeeze. Since most of Wish's shares have still been locked up, its exact short ratio was difficult to estimate. According to Seeking Alpha, the current short ratio stands at just 7%, but the figure is likely higher. Last week, its short interest as a percent of its equity float stood at roughly 48%, according to Bloomberg Terminal data. Other sources such as Fintel pin the current short volume at 20-30%. Now, it's difficult to give an exact estimate, but generally speaking, it's probably somewhere within this range, and many short calls are still to be covered. In the long term, the high-short interest could be an advantage, leading to a quicker acceleration if the stock begins trending upwards.</p>\n<p><b>The Bottom Line</b></p>\n<p>I believe that Wish remains one of the most underappreciated assets within e-commerce, boasting over 100 million monthly users on its platform and connecting thousands of merchants from all over the world. The mobile shopping app continues to be one of the top downloaded shopping apps in the space and has a unique value proposition, which is smarter than it appears at first sight. Moreover, its latestpartnershipwith PrestaShop will give over 300,000 merchants free access to a direct integration that connects them directly to Wish's merchant dashboard, further driving growth. While there are risks to Wish's imperfect business model, such as lagging profitability, patient investors could be rewarded mightily.</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>Wish Stock: Patient Investors Could Soon See $20 Again</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\">\nWish Stock: Patient Investors Could Soon See $20 Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 13:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4434950-wish-stock-patient-investors-could-soon-see-20-again><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nWish (ContextLogic) remains one of the most underappreciated assets within e-commerce trading at just 1.3x forward EV to Sales.\nWish's latest partnership with PrestaShop will further ...</p>\n\n<a href=\"https://seekingalpha.com/article/4434950-wish-stock-patient-investors-could-soon-see-20-again\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4434950-wish-stock-patient-investors-could-soon-see-20-again","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148768572","content_text":"Summary\n\nWish (ContextLogic) remains one of the most underappreciated assets within e-commerce trading at just 1.3x forward EV to Sales.\nWish's latest partnership with PrestaShop will further accelerate international expansion and growth initiatives.\nWhile accurate data regarding its short interest is difficult to find as most of its float is still locked up, I estimate a short interest between 30-40%.\nI believe bear arguments including high marketing spend and stalling user numbers are already baked in the current share price.\n\nJuSun/iStock via Getty Images\nOverview\nContextLogic (WISH) has been a wild ride for shareholders, as high volatility continues to cause significant price movements in recent weeks. The e-commerce platform initially went public in December at $20 per share before surging to an all-time high of $32 in February due to a momentum-driven rally. That said, shares have steadily plunged ever since, hitting an all-time low of just $7 in June, but are now recovering swiftly after increased interest from the retail trading sector. Here, the stock is favored due to its high volatility, short interest, and enormous upside potential.\nIn this context, I believe that the high short interest has increasingly pushed shares below fair value and that patient investors could soon see $20 or more again as the company is working through logistic challenges and will soon return to economies of scale. In this regard, the e-commerce platform has a unique value proposition and is well-positioned to gain market share in a $6 trillion e-commerce industry.\nThe Digital Dollar Tree\nWish has been criticized heavily as an e-commerce platform, and I would almost argue that its image of being a third-party 'dropshipping' site for Chinese merchants has kept investors away from the stock so far. However, this may only be partially true. Essentially, Wish has inverted Amazon's(NASDAQ:AMZN)business model through low-priced (low-quality) products and sluggish delivery times that may lead to week-long delivery times. This is because Wish does not handle shipping itself, which is why it can offer these ultra-low prices of offering a hoodie for $2 plus $2 shipping.\nFrankly, Wish is still dependent on Chinese merchants, accounting for most of its product catalogs. This is unsurprising, considering that most goods are produced in China as the production costs are among the lowest in the world. Most of the goods being sold on Amazon or eBay(NASDAQ:EBAY)were also produced in China, although they earn a higher perception due to one-day delivery shipping programs or higher prices.\n\nNow, I view Wish as the digital dollar tree, where online shoppers discover items that they want, not need. In the process, customers have more patience for products and are willing to wait longer for them to arrive. Wish is working towards addressing both of these issues (quality and merchant diversification) as its platform is gaining popularity. Here, it has been investing in logistics to offer quicker delivery, demonstrated by a 275% YoY increase in logistics revenue. Since these revenues provide low margins, its overall gross margins have decreased in accordance. However, once it achieves economies of scale in the segment, margin growth should reverse and trail back towards 70%.\nIt is also addressing the second issue by continuously growing its international merchant base. Here, U.S. merchants increased by over 400% YoY, and a similar trend is to be seen in other countries. Moreover, it is growing Wish Local, a service connecting local businesses to the platform, accounting for 7% of all Wish orders. Wish local is mostly (or exclusively) available in the United States and thus increasingly mixes with other products on the website.\nSource: Sensor Tower\nI also like Wish's strategy to engage and retain users by utilizing an AI matching system that optimizes platform growth, user experience, and merchant return on investment. The strategy to create an interactive mobile shopping experience appears to be working well: Impressively, Wish gets over500,000reviews per day from users, surpassing even Amazon and other shopping sites in this regard, demonstrating just about how engaging the platform is. Around 80% of first-time shoppersreturnto buy again.\nWish is, therefore, able to establish itself in the highly competitive E-commerce market that offers a tremendous runway for growth. Currently, around 40% of the E-commerce market share is owned just by Amazon. Compared to Amazon, its TAM may be limited as it concentrates on its lower-income niche, which is how it became popular in the first place. Still, this represents a +$3 trillion market opportunity for Wish to tap into. It is also worth noting that according toreports, Amazon tried to acquire Wish for $10 billion, yet Wish rejected, believing growing the business to $100 billion in annual sales, at which point it would be valued significantly higher.\nNegative Sentiment Baked In\nWish's first two quarters have been slightly disappointing. While the company handily beat revenue estimates, the company burned through over $300 million in cash in order to invest in logistics. More importantly, however, is the fact that MAUs have dropped steadily, which the company blames on de-de-emphasizing advertising and customer acquisition as the company worked through logistics challenges it faced earlier in the year.\n\n\n\nYear\n2020\n2019\n2018\n\n\nRevenue\n$2.54B\n$1.9B\n$1.73B\n\n\nGross Profit\n$1.59B\n$1.46B\n$1.45B\n\n\nSales and Marketing\n$1.71B (+17%)\n$1.46B (-7%)\n$1.57B\n\n\nMAUs\n107M (+19%)\n90M (+10%)\n82M\n\n\nActive Buyers\n64M (+3%)\n62M (-3%)\n64M\n\n\n\n*Growth (Year-over-Year)\nThe largest bear argument against Wish is its high marketing expenses, which account for 60% of its total revenues and over 100% of its gross profits. This is totally fine unless it grows its active buyers through marketing, which unfortunately has not been the case. This is a red flag and questions the long-term sustainability of Wish's business model. However, the company has been close to being cash flow positive, and it stated it already would be profitable if it weren't for its extensive marketing expense. That said, as long as Wish acquires new MAUs and increases value through logistic services, its marketing expenses pay off in the long run. Moreover, as a percentage of total revenues, Wish's marketing expenses have dropped to 60%, down from 67% in the year prior.\nSource: Wish IR\nIn terms of the outlook, this is what the company is essentially stressing. It believes marketing expenses can decrease to 40-45%, leading to EBITDA margins of 25% at the midpoint range. If it achieves these ambitious goals (which is very well possible), its profitability margins would be similar to those of eBay or MercadoLibre(NASDAQ:MELI). In either way, Wish's business model is not perfect, but all these concerns are more than baked in its current valuation, IMO (In My Opinion).\nData byYCharts\nEven after the latest +50% rise, shares are still trailing far behind peers such as Poshmark(NASDAQ:POSH), eBay, Amazon, and (Shopify(NYSE:SHOP)). At over $3 billion estimated revenues, Wish is trading at just 1.8x Price to Sales, just half of eBay's current valuation and much lower than Poshmark. Current estimates are calling for over $6 billion in revenues by 2025 and $1 billion in free cash flow, meaning that Wish trades at just 7x free cash flow estimates, or 1 times sales. In early 2021, its P/S ratio stood closer to 5x, so there is potential for a valuation expansion.\nWhat about the Lawsuits?\nPerhaps you've seen the news (especially on Yahoo Finance) regarding the class actionlawsuits. These lawsuits are extensively posted to remind investors of recovering incurred losses after its share price dropped in recent months. Such lawsuits are not unusual when stocks drop sharply in a short period of time and are likely of no concern to investors. These lawsuits have also included companies such asCloverHealth(NASDAQ:CLOV), Skillz(NYSE:SKLZ), Array Technologies(NASDAQ:ARRY), etc.\nShort Interest - Still High\nSource: Fintel\nWish has gained significant attraction from retail investors, as investors were looking for the next big short squeeze. Since most of Wish's shares have still been locked up, its exact short ratio was difficult to estimate. According to Seeking Alpha, the current short ratio stands at just 7%, but the figure is likely higher. Last week, its short interest as a percent of its equity float stood at roughly 48%, according to Bloomberg Terminal data. Other sources such as Fintel pin the current short volume at 20-30%. Now, it's difficult to give an exact estimate, but generally speaking, it's probably somewhere within this range, and many short calls are still to be covered. In the long term, the high-short interest could be an advantage, leading to a quicker acceleration if the stock begins trending upwards.\nThe Bottom Line\nI believe that Wish remains one of the most underappreciated assets within e-commerce, boasting over 100 million monthly users on its platform and connecting thousands of merchants from all over the world. The mobile shopping app continues to be one of the top downloaded shopping apps in the space and has a unique value proposition, which is smarter than it appears at first sight. Moreover, its latestpartnershipwith PrestaShop will give over 300,000 merchants free access to a direct integration that connects them directly to Wish's merchant dashboard, further driving growth. While there are risks to Wish's imperfect business model, such as lagging profitability, patient investors could be rewarded mightily.","news_type":1},"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":874593996,"gmtCreate":1637799029664,"gmtModify":1637799029664,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874593996","repostId":"2186669213","repostType":4,"repost":{"id":"2186669213","kind":"highlight","pubTimestamp":1637796875,"share":"https://www.laohu8.com/m/news/2186669213?lang=&edition=full","pubTime":"2021-11-25 07:34","market":"hk","language":"zh","title":"特斯拉一周两涨，配置升级还是提前应对电池涨价？","url":"https://stock-news.laohu8.com/highlight/detail?id=2186669213","media":"华尔街见闻","summary":"特斯拉旗下Model 3和Y近期都提价2万，背后深层逻辑在哪？ ","content":"<p>今年以来由于上游原材料的持续大涨，给中下游端尤其是动力电池厂商带来不小的成本压力，结果近期市场没有等来预期中动力电池价格的上涨，反而终端新能源汽车龙头<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>先进行了几波涨价。11月24日特斯拉中国官网显示，特斯拉Model 3和Model Y后轮驱动普通版从此前25.09万元和27.6万元的定价上涨至25.5652万元和27.6万元，都上调了5千元人民币左右。而仅在5天前，特斯拉的Model 3后轮驱动版才刚刚进行了1.5万元的提价。<img src=\"https://static.tigerbbs.com/182e7d7b152e3db0e1efe5db0111e40e\" tg-width=\"693\" tg-height=\"384\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<h2>涨价并非因为配置升级</h2>\n<p>特斯拉中国官网上显示，Model 3后轮驱动版的续航从原先的468公里（NEDC工况）提高至556公里（CLTC工况），<b>但是这大部分原因仅仅是因为标准的转换，并非配置更新升级。</b>目前国际上比较主流的工况标准分别是NEDC和WLTC，而CLTC是由我国中汽研牵头，组织行业专家展开了为期三年的中国工况调研开发工作得到的结果。</p>\n<p>其中标准更为严格，会使电动车续航里程更低的WLTC暂且不谈， NEDC工况是欧洲续航测试标准循环工况，主要在欧洲、澳大利亚使用，我国此前主要使用的也正是这个标准，但由于NEDC一直没有进行更新，已经不太适合目前的情况；目前特斯拉改用的CLTC标准由于偏向于中低速（最高测试车速为114km/h，平均车速为28.96/h），<b>所以导致了CLTC工况续航标准下的新能源汽车续航里程比NEDC工况续航标准下的数值更高</b>。</p>\n<p>10月12日，工业和信息化部发布《关于2021年度双积分核算有关事项的通知》，表示纯电动乘用车可选择按NEDC工况或CLTC工况确定车型电能消耗量和续驶里程。此后不少车企都将原先普遍使用的NEDC工况续航标准替换成了CLTC工况续航标准，因为从直观的数值上来看，的确增加了不少续航里程，但是考虑到此前NEDC续航里程尚且由于冬季温度等方面影响会有不少缩水，CLTC续航标准究竟如何还需要时间和实证来进行验证。</p>\n<h2>涨价并非应对电池未来提价</h2>\n<p>同样，特斯拉这波在我国乃至美国市场，这近一个月内连续涨价也并非是因为核心部件动力电池的涨价。作为新能源汽车成本中占比30%左右的重要组成部分动力电池，其价格其实长期处于下跌状态，以动力电池龙头企业<a href=\"https://laohu8.com/S/300750\">宁德时代</a>为例，其动力电池价格从2014年的2.89元/Wh一路下滑至2020年破1元大关到0.89元/WH。而2021年以来由于各大原材料持续涨价，虽然整个上半年动力电池价格却没有任何涨价的趋势，但是展望未来，电池价格似乎迎来转机，市场也都持续关注并认为涨价即将到来，但是这个转机其实并不容易。</p>\n<p><b>华尔街见闻·见智研究认为原因如下：</b></p>\n<p>1）首先，由于动力电池的竞争和规模化起来后整体成本一直在下降，所以电池降价才是长期趋势。而且<b>动力电池并不是标准品，每家主机厂的要求都不一样</b>，比如不同车型对产品定位、性能需求、应用场景都不一样，所以每家主机厂都想把自己的电池自主化。宁德时代由于市占率大，合作的主机厂又多，所以产业链地位较高，但是相<b>对一些二线电池厂商，主机厂话语权还是相对来说很大。更不用说，主机厂和电池厂商签订合约一般都是以几年一次性签订，短时间加价不易。</b></p>\n<p>2）然后，从终端车企来看，今年同样也有不小的成本压力，除了动力电池以外，汽车本身需要的各类金属远材料如钢铁等也在涨价，同时持续的缺芯状态也使得芯片价格大增。同时，正如中国汽车动力电池产业创新联盟副秘书长王子冬所说，<b>对于整车来说，一个汽车零部件如果占到整车采购成本的10%以上，整车就会关注和控制，而目前动力电池占据了主机厂30%左右的采购成本</b>。</p>\n<p>而且，虽然<b>动力电池厂商今年有一定的承压但是毛利率来说还是在20%以上，相比起来主机厂来说还是不错的，所以主机厂肯定不愿意进一步承担压力的。</b>如果动力电池在进行涨价，车企可能也会对汽车售价进行向下挑战，传导给消费者，将有可能使得电动车相较燃油车的优势不在，拖慢电动化的进程。</p>\n<p>3）其次，现在已经接近2021年年末，到了明年新的一年新能源汽车补贴将进一步退坡，2022年补贴标准原则上会在2021年的基础上退坡30%，换而言之，<b>纯电里程在400km以上的EV（Model 3和Model Y均是）退坡后补贴额将减少5400元，特斯拉或也是提前涨价进行准备，</b>因为根据特斯拉的交车周期，现在下订单的车主也需到2022年一季度左右才能提车。</p>\n<p>4）最后，今年以来，锂电原材料的确大涨不少，但是真正的需求可能不见得有那么高，一方面不少企业由于看到原材料的涨幅会出现购买、囤积锂电材料的情况；另一方面，下游主机厂也会夸大需求和囤货，其实下游企业目前没有做这么大的量，但是在和电池厂商、材料供应商沟通时却表示要的量大，甚至和多个材料商都作出类似表述，使得中上游都认为订单会很大，需求很旺盛，开始加价购买原材料，造成了一种恐慌，这种情况必然不可持续。</p>\n<p>而且由于动力电池厂商多会和上游厂商签订长协价格等因素，目前电池涨价幅度其实也是远不如原材料涨价幅度，涨幅慢于原料价格的涨幅，即使要涨价，电池厂商也不可能完全把成本压力转嫁给下游车企。</p>","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>特斯拉一周两涨，配置升级还是提前应对电池涨价？</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特斯拉一周两涨，配置升级还是提前应对电池涨价？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-25 07:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3645729><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年以来由于上游原材料的持续大涨，给中下游端尤其是动力电池厂商带来不小的成本压力，结果近期市场没有等来预期中动力电池价格的上涨，反而终端新能源汽车龙头特斯拉先进行了几波涨价。11月24日特斯拉中国官网显示，特斯拉Model 3和Model Y后轮驱动普通版从此前25.09万元和27.6万元的定价上涨至25.5652万元和27.6万元，都上调了5千元人民币左右。而仅在5天前，特斯拉的Model 3...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3645729\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"BK4099":"汽车制造商","BK4527":"明星科技股","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3645729","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2186669213","content_text":"今年以来由于上游原材料的持续大涨，给中下游端尤其是动力电池厂商带来不小的成本压力，结果近期市场没有等来预期中动力电池价格的上涨，反而终端新能源汽车龙头特斯拉先进行了几波涨价。11月24日特斯拉中国官网显示，特斯拉Model 3和Model Y后轮驱动普通版从此前25.09万元和27.6万元的定价上涨至25.5652万元和27.6万元，都上调了5千元人民币左右。而仅在5天前，特斯拉的Model 3后轮驱动版才刚刚进行了1.5万元的提价。\n涨价并非因为配置升级\n特斯拉中国官网上显示，Model 3后轮驱动版的续航从原先的468公里（NEDC工况）提高至556公里（CLTC工况），但是这大部分原因仅仅是因为标准的转换，并非配置更新升级。目前国际上比较主流的工况标准分别是NEDC和WLTC，而CLTC是由我国中汽研牵头，组织行业专家展开了为期三年的中国工况调研开发工作得到的结果。\n其中标准更为严格，会使电动车续航里程更低的WLTC暂且不谈， NEDC工况是欧洲续航测试标准循环工况，主要在欧洲、澳大利亚使用，我国此前主要使用的也正是这个标准，但由于NEDC一直没有进行更新，已经不太适合目前的情况；目前特斯拉改用的CLTC标准由于偏向于中低速（最高测试车速为114km/h，平均车速为28.96/h），所以导致了CLTC工况续航标准下的新能源汽车续航里程比NEDC工况续航标准下的数值更高。\n10月12日，工业和信息化部发布《关于2021年度双积分核算有关事项的通知》，表示纯电动乘用车可选择按NEDC工况或CLTC工况确定车型电能消耗量和续驶里程。此后不少车企都将原先普遍使用的NEDC工况续航标准替换成了CLTC工况续航标准，因为从直观的数值上来看，的确增加了不少续航里程，但是考虑到此前NEDC续航里程尚且由于冬季温度等方面影响会有不少缩水，CLTC续航标准究竟如何还需要时间和实证来进行验证。\n涨价并非应对电池未来提价\n同样，特斯拉这波在我国乃至美国市场，这近一个月内连续涨价也并非是因为核心部件动力电池的涨价。作为新能源汽车成本中占比30%左右的重要组成部分动力电池，其价格其实长期处于下跌状态，以动力电池龙头企业宁德时代为例，其动力电池价格从2014年的2.89元/Wh一路下滑至2020年破1元大关到0.89元/WH。而2021年以来由于各大原材料持续涨价，虽然整个上半年动力电池价格却没有任何涨价的趋势，但是展望未来，电池价格似乎迎来转机，市场也都持续关注并认为涨价即将到来，但是这个转机其实并不容易。\n华尔街见闻·见智研究认为原因如下：\n1）首先，由于动力电池的竞争和规模化起来后整体成本一直在下降，所以电池降价才是长期趋势。而且动力电池并不是标准品，每家主机厂的要求都不一样，比如不同车型对产品定位、性能需求、应用场景都不一样，所以每家主机厂都想把自己的电池自主化。宁德时代由于市占率大，合作的主机厂又多，所以产业链地位较高，但是相对一些二线电池厂商，主机厂话语权还是相对来说很大。更不用说，主机厂和电池厂商签订合约一般都是以几年一次性签订，短时间加价不易。\n2）然后，从终端车企来看，今年同样也有不小的成本压力，除了动力电池以外，汽车本身需要的各类金属远材料如钢铁等也在涨价，同时持续的缺芯状态也使得芯片价格大增。同时，正如中国汽车动力电池产业创新联盟副秘书长王子冬所说，对于整车来说，一个汽车零部件如果占到整车采购成本的10%以上，整车就会关注和控制，而目前动力电池占据了主机厂30%左右的采购成本。\n而且，虽然动力电池厂商今年有一定的承压但是毛利率来说还是在20%以上，相比起来主机厂来说还是不错的，所以主机厂肯定不愿意进一步承担压力的。如果动力电池在进行涨价，车企可能也会对汽车售价进行向下挑战，传导给消费者，将有可能使得电动车相较燃油车的优势不在，拖慢电动化的进程。\n3）其次，现在已经接近2021年年末，到了明年新的一年新能源汽车补贴将进一步退坡，2022年补贴标准原则上会在2021年的基础上退坡30%，换而言之，纯电里程在400km以上的EV（Model 3和Model Y均是）退坡后补贴额将减少5400元，特斯拉或也是提前涨价进行准备，因为根据特斯拉的交车周期，现在下订单的车主也需到2022年一季度左右才能提车。\n4）最后，今年以来，锂电原材料的确大涨不少，但是真正的需求可能不见得有那么高，一方面不少企业由于看到原材料的涨幅会出现购买、囤积锂电材料的情况；另一方面，下游主机厂也会夸大需求和囤货，其实下游企业目前没有做这么大的量，但是在和电池厂商、材料供应商沟通时却表示要的量大，甚至和多个材料商都作出类似表述，使得中上游都认为订单会很大，需求很旺盛，开始加价购买原材料，造成了一种恐慌，这种情况必然不可持续。\n而且由于动力电池厂商多会和上游厂商签订长协价格等因素，目前电池涨价幅度其实也是远不如原材料涨价幅度，涨幅慢于原料价格的涨幅，即使要涨价，电池厂商也不可能完全把成本压力转嫁给下游车企。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":802904074,"gmtCreate":1627703779498,"gmtModify":1631893101531,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"👍👍💰","listText":"👍👍💰","text":"👍👍💰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/802904074","repostId":"2155688721","repostType":4,"repost":{"id":"2155688721","kind":"highlight","pubTimestamp":1627701182,"share":"https://www.laohu8.com/m/news/2155688721?lang=&edition=full","pubTime":"2021-07-31 11:13","market":"hk","language":"zh","title":"百度放不下游戏","url":"https://stock-news.laohu8.com/highlight/detail?id=2155688721","media":"镜像娱乐","summary":"百度再一次“杀”回了游戏市场。\n7月28日，百度游戏品牌发布会正式召开，现场对外发布了23款游戏新品。其中包括《Island Crossing》《Call of Mini:Zombies Return","content":"<p><a href=\"https://laohu8.com/S/BIDU\">百度</a>再一次“杀”回了游戏市场。</p>\n<p>7月28日，百度游戏品牌发布会正式召开，现场对外发布了23款游戏新品。其中包括《Island Crossing》《Call of Mini:Zombies Return》《Garden》等14款休闲游戏，以及《武庚纪》《梦想<a href=\"https://laohu8.com/S/000997\">新大陆</a>》等9款重度游戏。可以看出，百度游戏未来将着力于休闲+重度游戏两条赛道，尝试跳出以发行为主的模式，转而以发行、自研并重，同时探索国际市场。</p>\n<p><img src=\"https://static.tigerbbs.com/03a57d99cd21d4a4e96e39ef0a7df836\" tg-width=\"1080\" tg-height=\"540\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>从战略到产品，百度游戏此举可以视作其重返赛场的一个重要举动。作为一个拥有巨大流量池的互联网巨头，百度做游戏其实一直被业内看好。然而，直到2017年百度剥离游戏业务时，平台也没有找到适合自己的发展模式。</p>\n<p>而今，游戏行业风云变幻，<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>分走大块蛋糕，阿里、字节跳动、B站等头部势力加码，海外市场竞争愈演愈烈，游戏行业新势力更是如雨后春笋……选择此时返场的百度游戏，也让当下的竞争环境变得更加复杂。</p>\n<h3><b>流量变现的重头戏</b></h3>\n<p>发布会上，百度游戏总经理徐建将未来的发展方向归纳为两点：一点是做服务，即基于自身流量生态和产品矩阵，为游戏厂商提供发行服务；另一点则在于做产品，或与行业伙伴合作、或自主研发，推出具备竞争力的游戏产品。</p>\n<p>从这两点来看，百度游戏此次返场，步子相对稳健，布局方向都建立在自身优势上。</p>\n<p>其一，游戏一直都是流量变现的重头戏，而百度是一个拥有10亿用户的流量生态，仅在百度APP，月活便超过5.4亿。并且，据官方披露，用户在百度搜索游戏相关内容的日均次数达到1亿次，其中为找游戏的用户占比为25.3%，玩游戏的占比为45.5%，找服务的占比为29.2%。</p>\n<p><img src=\"https://static.tigerbbs.com/d82ae2c46c176ed12cdee8a4ee00afbb\" tg-width=\"650\" tg-height=\"416\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>换言之，百度目前仍是网民接触游戏的一个重要入口，生态内每天产生的亿级流量都与游戏相关，这也是百度不可能轻易放掉游戏业务的关键所在。</p>\n<p>其二，围绕百度自身的流量生态，一方面，搜索业务的服务能力，使平台与国内诸多游戏厂商都存在合作关系；另一方面，百度在剥离游戏业务之前，其游戏发行也有过一些高光时刻。2011年时，百度基于贴吧生态搭建“社区化小游戏平台”，涉足游戏分发，3天累计用户便超过7000万。</p>\n<p>从广告到发行，百度在游戏行业的连接能力，使之能够更便捷地找到合作伙伴，为之后的联运、发行等业务打下基础。此次发布会上，<a href=\"https://laohu8.com/S/09990\">祖龙娱乐</a>、悠米互娱等都是百度游戏联合开发产品的合作方。徐建还透露，百度游戏也准备构建新的开发者平台，将给出诸多策略扶持和让利。</p>\n<p>其三，尽管百度目前已经与腾讯、阿里拉开了距离，但百度仍是处在第一梯队的互联网巨头，若平台将资本向游戏倾斜，在财力支持下未必没有与其他平台一战的实力。目前，百度游戏已经完成了两个自研团队的搭建，正式进入开发阶段。</p>\n<p>但是，从百度游戏发布的产品来看，休闲游戏仍占据更大比例，而在用户粘性更高的重度游戏中，“代号”产品居多，落地时间并不明朗。这意味着百度在真正形成竞争力之前，还有一段很长的路要走，且这条路并不容易。</p>\n<h3><b>不能“丢”的游戏业务</b></h3>\n<p>百度重拾游戏业务并不让人意外，尤其是在近几年，百度一直都在搜索业务之外，寻找新的收入增长点。</p>\n<p>回到2017年，百度以近12亿的价格出售了百度游戏，这一动作是百度实施“航母计划”的一环。当时，百度通过业务“分拆”，将文学、视频、游戏、音乐、地图、外卖等版块独立运营，业内对此普遍认为，百度在尝试摆脱对搜索业务的依赖。同一时期，百度也进一步发力人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>的新方向，尝试向智能科技公司转型。沿着这一发展脉络来看，如今的百度，或许更需要游戏了。</p>\n<p>首先，从其内部发展而言，业务“分拆”的思路并没有帮助百度在多领域建立优势。</p>\n<p>在这之中，百度发展最好的视频业务孵化出<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>，但爱奇艺至今累计亏损已达上百亿，不仅不赚钱，还消耗着巨额运营成本。此外，百度地图市场渗透率虽然较高，但地图业务的变现模式尚不清晰。</p>\n<p><img src=\"https://static.tigerbbs.com/edc6630b89c5e58130682294de8830bf\" tg-width=\"650\" tg-height=\"563\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>而在其他业务方面，文学领域至今仍是阅文一家独大；音乐市场中<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>占据更大份额，网易云音乐后来居上；外卖行业中，美团、饿了么两强相争……相比之下，百度并没有形成与之相抗的实力，在业绩贡献上也难以成为未来的新支柱。</p>\n<p>其次，在外部竞争环境上，百度面临的压力越来越大。</p>\n<p>近几年，业内开始频繁地讨论，字节跳动会不会取代百度成为第三大互联网巨头？在这背后，双方之间虽然没有正面冲突，但字节跳动却在一步步蚕食曾属于百度的市场。</p>\n<p>说到底，百度和字节跳动所做的都是信息分发，而后者抓住了移动互联网崛起的契机，并以独特的算法抢占市场，后来基于同样的算法体系入局短视频，并建立自身的广告体系和变现模型。在这一过程中，受到冲击最大的便是百度。也就是说，百度搜索业务所覆盖的市场已经受到威胁，寻找新的业绩增长点正变得越来越迫切。</p>\n<p><img src=\"https://static.tigerbbs.com/0bd74003ddc66f316f5a4afa89fa7e74\" tg-width=\"1080\" tg-height=\"540\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>字节跳动游戏《仙境传说RO：新世代的诞生》，月流水达到1.5亿</p>\n<p>再者，对百度自身的发展而言，人工智能的新定位还没有成规模的变现机会。</p>\n<p>财报数据显示，截至2020年第四季度，百度来自搜索服务与交易服务的收入，在总收入中占比将近80%，而公司来自AI及云服务的收入占比则不足20%。</p>\n<p>在人工智能的业绩创造力形成之前，发力流量变现效率更高的游戏业务，或许是百度更好的选择。且就技术发展对云游戏的赋能来看，提前布局游戏业务，未来也能更高效地与公司的技术实力共振。</p>\n<h3><b>微妙的返场时机</b></h3>\n<p>实际上，尽管百度曾高调出售百度游戏，但从未真正离开过这个市场。</p>\n<p>当初，百度游戏被剥离后更名为多酷游戏，仍然作为百度在游戏业务上唯一的平台级入口，与百度保持紧密的合作关系。同一年，百度APP接入智能小游戏入口；2019年，百度则投资了游戏公司蝴蝶互动；直到今年，百度申请注册“百度游戏”、“百度游戏 MG.BAIDU.COM DU”等商标，并于前不久召开品牌发布会，正式在这一赛道上“重启”。百度似乎一直在等待机会，但选择此时返场，这个时机还是有些微妙。</p>\n<p>从表面上看，当下，游戏市场的竞争越来越激烈。腾讯、网易两大头部势力仍无可撼动，阿里、字节跳动、B站等互联网巨头也开始在这一市场划分势力范围。</p>\n<p>在国内，阿里在游戏领域持续深耕之后，孵化出的《三国志·战略版》《三国志幻想大陆》表现亮眼，双双登上App Store手游收入排行榜TOP10。其中，仅在2020上半年，《三国志·战略版》的总流水便达到37亿。以此为起点，阿里逐渐在游戏领域站稳脚跟；字节跳动近来在游戏市场的步子也越来越大。今年3月，公司以260亿元的高价收购游戏公司沐瞳科技，将东南亚影响力最大的MOBA游戏《无尽对决》收入囊中；此外，B站也通过资本布局，在二次元游戏赛道上持续巩固实力。</p>\n<p><img src=\"https://static.tigerbbs.com/a2557f4955deb03cc8a5e455e81407a4\" tg-width=\"1080\" tg-height=\"508\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>在国外，伴随着<a href=\"https://laohu8.com/S/00799\">IGG</a>、莉莉丝等游戏厂商从海外市场涌现出来，这一市场也成为更多国内头部势力的布局范围，原本的蓝海优势正在激烈的竞争中逐渐消退，新入场者抢占市场份额的难度也在加大。</p>\n<p>然而，在这样的发展环境下，一些新势力还是“冒出头来”。尤其是《原神》的出现，在上线30天内收入便达到2.45亿美元，一度超越《王者荣耀》《和平精英》同期收入，位列全球手游收入榜首位。背后的公司米哈游也随之变得炙手可热。</p>\n<p><img src=\"https://static.tigerbbs.com/fa4d5c6dc9ad9c4c73abc473abf4cd38\" tg-width=\"1080\" tg-height=\"692\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>这一现象的出现，刺激了头部势力的敏感神经，也加速了巨头“围猎”的脚步。以动作最大的腾讯为例，据镜像娱乐统计，2021年上半年，腾讯参与投资的游戏公司多达49家，平均每4天便投资一家公司。</p>\n<p><img src=\"https://static.tigerbbs.com/643cf0b0e11b9df8d22b62da650634e1\" tg-width=\"549\" tg-height=\"2866\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>然而，透过这一现象，其实也反映出，一方面，当下的游戏市场还远未饱和，市场能够容下更多爆款游戏产品；另一方面，激烈的竞争环境，也为当下的游戏市场带来更多变数。在爆款终会被新的爆款替代的行业规律之下，新入局者并非没有机会，或许这才是百度选择此时返场的关键所在。</p>\n<p>但是，机会都是留给有准备的人，百度显然落后太多。发布会现场，百度游戏副总经理王慧也坦言：“重启后的百度团队优势仍不明显，团队一直在思考如何利用百度的资源，走出百度游戏自己的路。”但在变幻莫测的游戏市场之上，留给百度思考的时间已然不多了。</p>","source":"36kr_stock","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>百度放不下游戏</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百度放不下游戏\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 11:13 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1333416961169408><strong>镜像娱乐</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>百度再一次“杀”回了游戏市场。\n7月28日，百度游戏品牌发布会正式召开，现场对外发布了23款游戏新品。其中包括《Island Crossing》《Call of Mini:Zombies Return》《Garden》等14款休闲游戏，以及《武庚纪》《梦想新大陆》等9款重度游戏。可以看出，百度游戏未来将着力于休闲+重度游戏两条赛道，尝试跳出以发行为主的模式，转而以发行、自研并重，同时探索国际市场。...</p>\n\n<a href=\"https://36kr.com/p/1333416961169408\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3d671f82579a0f7a86039a21fe8fc002","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","BIDU":"百度"},"source_url":"https://36kr.com/p/1333416961169408","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155688721","content_text":"百度再一次“杀”回了游戏市场。\n7月28日，百度游戏品牌发布会正式召开，现场对外发布了23款游戏新品。其中包括《Island Crossing》《Call of Mini:Zombies Return》《Garden》等14款休闲游戏，以及《武庚纪》《梦想新大陆》等9款重度游戏。可以看出，百度游戏未来将着力于休闲+重度游戏两条赛道，尝试跳出以发行为主的模式，转而以发行、自研并重，同时探索国际市场。\n\n从战略到产品，百度游戏此举可以视作其重返赛场的一个重要举动。作为一个拥有巨大流量池的互联网巨头，百度做游戏其实一直被业内看好。然而，直到2017年百度剥离游戏业务时，平台也没有找到适合自己的发展模式。\n而今，游戏行业风云变幻，腾讯、网易分走大块蛋糕，阿里、字节跳动、B站等头部势力加码，海外市场竞争愈演愈烈，游戏行业新势力更是如雨后春笋……选择此时返场的百度游戏，也让当下的竞争环境变得更加复杂。\n流量变现的重头戏\n发布会上，百度游戏总经理徐建将未来的发展方向归纳为两点：一点是做服务，即基于自身流量生态和产品矩阵，为游戏厂商提供发行服务；另一点则在于做产品，或与行业伙伴合作、或自主研发，推出具备竞争力的游戏产品。\n从这两点来看，百度游戏此次返场，步子相对稳健，布局方向都建立在自身优势上。\n其一，游戏一直都是流量变现的重头戏，而百度是一个拥有10亿用户的流量生态，仅在百度APP，月活便超过5.4亿。并且，据官方披露，用户在百度搜索游戏相关内容的日均次数达到1亿次，其中为找游戏的用户占比为25.3%，玩游戏的占比为45.5%，找服务的占比为29.2%。\n\n换言之，百度目前仍是网民接触游戏的一个重要入口，生态内每天产生的亿级流量都与游戏相关，这也是百度不可能轻易放掉游戏业务的关键所在。\n其二，围绕百度自身的流量生态，一方面，搜索业务的服务能力，使平台与国内诸多游戏厂商都存在合作关系；另一方面，百度在剥离游戏业务之前，其游戏发行也有过一些高光时刻。2011年时，百度基于贴吧生态搭建“社区化小游戏平台”，涉足游戏分发，3天累计用户便超过7000万。\n从广告到发行，百度在游戏行业的连接能力，使之能够更便捷地找到合作伙伴，为之后的联运、发行等业务打下基础。此次发布会上，祖龙娱乐、悠米互娱等都是百度游戏联合开发产品的合作方。徐建还透露，百度游戏也准备构建新的开发者平台，将给出诸多策略扶持和让利。\n其三，尽管百度目前已经与腾讯、阿里拉开了距离，但百度仍是处在第一梯队的互联网巨头，若平台将资本向游戏倾斜，在财力支持下未必没有与其他平台一战的实力。目前，百度游戏已经完成了两个自研团队的搭建，正式进入开发阶段。\n但是，从百度游戏发布的产品来看，休闲游戏仍占据更大比例，而在用户粘性更高的重度游戏中，“代号”产品居多，落地时间并不明朗。这意味着百度在真正形成竞争力之前，还有一段很长的路要走，且这条路并不容易。\n不能“丢”的游戏业务\n百度重拾游戏业务并不让人意外，尤其是在近几年，百度一直都在搜索业务之外，寻找新的收入增长点。\n回到2017年，百度以近12亿的价格出售了百度游戏，这一动作是百度实施“航母计划”的一环。当时，百度通过业务“分拆”，将文学、视频、游戏、音乐、地图、外卖等版块独立运营，业内对此普遍认为，百度在尝试摆脱对搜索业务的依赖。同一时期，百度也进一步发力人工智能的新方向，尝试向智能科技公司转型。沿着这一发展脉络来看，如今的百度，或许更需要游戏了。\n首先，从其内部发展而言，业务“分拆”的思路并没有帮助百度在多领域建立优势。\n在这之中，百度发展最好的视频业务孵化出爱奇艺，但爱奇艺至今累计亏损已达上百亿，不仅不赚钱，还消耗着巨额运营成本。此外，百度地图市场渗透率虽然较高，但地图业务的变现模式尚不清晰。\n\n而在其他业务方面，文学领域至今仍是阅文一家独大；音乐市场中腾讯音乐占据更大份额，网易云音乐后来居上；外卖行业中，美团、饿了么两强相争……相比之下，百度并没有形成与之相抗的实力，在业绩贡献上也难以成为未来的新支柱。\n其次，在外部竞争环境上，百度面临的压力越来越大。\n近几年，业内开始频繁地讨论，字节跳动会不会取代百度成为第三大互联网巨头？在这背后，双方之间虽然没有正面冲突，但字节跳动却在一步步蚕食曾属于百度的市场。\n说到底，百度和字节跳动所做的都是信息分发，而后者抓住了移动互联网崛起的契机，并以独特的算法抢占市场，后来基于同样的算法体系入局短视频，并建立自身的广告体系和变现模型。在这一过程中，受到冲击最大的便是百度。也就是说，百度搜索业务所覆盖的市场已经受到威胁，寻找新的业绩增长点正变得越来越迫切。\n\n字节跳动游戏《仙境传说RO：新世代的诞生》，月流水达到1.5亿\n再者，对百度自身的发展而言，人工智能的新定位还没有成规模的变现机会。\n财报数据显示，截至2020年第四季度，百度来自搜索服务与交易服务的收入，在总收入中占比将近80%，而公司来自AI及云服务的收入占比则不足20%。\n在人工智能的业绩创造力形成之前，发力流量变现效率更高的游戏业务，或许是百度更好的选择。且就技术发展对云游戏的赋能来看，提前布局游戏业务，未来也能更高效地与公司的技术实力共振。\n微妙的返场时机\n实际上，尽管百度曾高调出售百度游戏，但从未真正离开过这个市场。\n当初，百度游戏被剥离后更名为多酷游戏，仍然作为百度在游戏业务上唯一的平台级入口，与百度保持紧密的合作关系。同一年，百度APP接入智能小游戏入口；2019年，百度则投资了游戏公司蝴蝶互动；直到今年，百度申请注册“百度游戏”、“百度游戏 MG.BAIDU.COM DU”等商标，并于前不久召开品牌发布会，正式在这一赛道上“重启”。百度似乎一直在等待机会，但选择此时返场，这个时机还是有些微妙。\n从表面上看，当下，游戏市场的竞争越来越激烈。腾讯、网易两大头部势力仍无可撼动，阿里、字节跳动、B站等互联网巨头也开始在这一市场划分势力范围。\n在国内，阿里在游戏领域持续深耕之后，孵化出的《三国志·战略版》《三国志幻想大陆》表现亮眼，双双登上App Store手游收入排行榜TOP10。其中，仅在2020上半年，《三国志·战略版》的总流水便达到37亿。以此为起点，阿里逐渐在游戏领域站稳脚跟；字节跳动近来在游戏市场的步子也越来越大。今年3月，公司以260亿元的高价收购游戏公司沐瞳科技，将东南亚影响力最大的MOBA游戏《无尽对决》收入囊中；此外，B站也通过资本布局，在二次元游戏赛道上持续巩固实力。\n\n在国外，伴随着IGG、莉莉丝等游戏厂商从海外市场涌现出来，这一市场也成为更多国内头部势力的布局范围，原本的蓝海优势正在激烈的竞争中逐渐消退，新入场者抢占市场份额的难度也在加大。\n然而，在这样的发展环境下，一些新势力还是“冒出头来”。尤其是《原神》的出现，在上线30天内收入便达到2.45亿美元，一度超越《王者荣耀》《和平精英》同期收入，位列全球手游收入榜首位。背后的公司米哈游也随之变得炙手可热。\n\n这一现象的出现，刺激了头部势力的敏感神经，也加速了巨头“围猎”的脚步。以动作最大的腾讯为例，据镜像娱乐统计，2021年上半年，腾讯参与投资的游戏公司多达49家，平均每4天便投资一家公司。\n\n然而，透过这一现象，其实也反映出，一方面，当下的游戏市场还远未饱和，市场能够容下更多爆款游戏产品；另一方面，激烈的竞争环境，也为当下的游戏市场带来更多变数。在爆款终会被新的爆款替代的行业规律之下，新入局者并非没有机会，或许这才是百度选择此时返场的关键所在。\n但是，机会都是留给有准备的人，百度显然落后太多。发布会现场，百度游戏副总经理王慧也坦言：“重启后的百度团队优势仍不明显，团队一直在思考如何利用百度的资源，走出百度游戏自己的路。”但在变幻莫测的游戏市场之上，留给百度思考的时间已然不多了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144173899,"gmtCreate":1626273324311,"gmtModify":1631893101545,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"Awesome 💪💪","listText":"Awesome 💪💪","text":"Awesome 💪💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144173899","repostId":"1156462382","repostType":4,"repost":{"id":"1156462382","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1626270302,"share":"https://www.laohu8.com/m/news/1156462382?lang=&edition=full","pubTime":"2021-07-14 21:45","market":"us","language":"en","title":"Compass Minerals shares rises 17% in early trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1156462382","media":"Tiger Newspress","summary":"Compass Minerals’ shares rises 17% in early trading on Wednesday after the mineral producer said it ","content":"<p>Compass Minerals’ shares rises 17% in early trading on Wednesday after the mineral producer said it had found about 2.4 million metric tons of lithium carbonate equivalent (LCE) at its solar evaporation site in Utah.</p>\n<p><img src=\"https://static.tigerbbs.com/91984098c8c865b53eed65937700dad5\" tg-width=\"1273\" tg-height=\"587\" referrerpolicy=\"no-referrer\"></p>\n<p>The announcement, released after market hours on Tuesday, comes as demand and prices for the battery metal has climbed due to aggressive electric vehicle production plans by automakers.</p>\n<p>The company, which produces salt, plant nutrients and magnesium chloride, said it had identified an indicated lithium resource within the ambient brine of the Great Salt Lake.</p>\n<p>A large part of lithium is extracted from brine or seawater.</p>\n<p>Electric vehicle batteries can use lithium carbonate or lithium hydroxide, but the industry typically uses lithium carbonate equivalent (LCE) which contains both.</p>\n<p>The company said it was evaluating the means of extracting the lithium, which accumulates through its current solar evaporation process and can be accessed through its existing leases and permits, adding that it was in late-stage talks to select a direct lithium extraction technology provider.</p>\n<p>Compass said an initial assessment estimated total combined indicated and inferred lithium resources of about 127,000 metric tons of LCE at its active Ogden site. The assessment also identified an additional indicated lithium resource of about 2.32 million metric tons of LCE.</p>\n<p>The company said it was targeting an annual production capacity in the range of about 20,000 to 25,000 metric tons of LCE, with up to 65% of the future production derived from brine that has already been extracted from the Great Salt Lake.</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>Compass Minerals shares rises 17% in early trading</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; 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}\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\">\nCompass Minerals shares rises 17% in early trading\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\">2021-07-14 21:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Compass Minerals’ shares rises 17% in early trading on Wednesday after the mineral producer said it had found about 2.4 million metric tons of lithium carbonate equivalent (LCE) at its solar evaporation site in Utah.</p>\n<p><img src=\"https://static.tigerbbs.com/91984098c8c865b53eed65937700dad5\" tg-width=\"1273\" tg-height=\"587\" referrerpolicy=\"no-referrer\"></p>\n<p>The announcement, released after market hours on Tuesday, comes as demand and prices for the battery metal has climbed due to aggressive electric vehicle production plans by automakers.</p>\n<p>The company, which produces salt, plant nutrients and magnesium chloride, said it had identified an indicated lithium resource within the ambient brine of the Great Salt Lake.</p>\n<p>A large part of lithium is extracted from brine or seawater.</p>\n<p>Electric vehicle batteries can use lithium carbonate or lithium hydroxide, but the industry typically uses lithium carbonate equivalent (LCE) which contains both.</p>\n<p>The company said it was evaluating the means of extracting the lithium, which accumulates through its current solar evaporation process and can be accessed through its existing leases and permits, adding that it was in late-stage talks to select a direct lithium extraction technology provider.</p>\n<p>Compass said an initial assessment estimated total combined indicated and inferred lithium resources of about 127,000 metric tons of LCE at its active Ogden site. The assessment also identified an additional indicated lithium resource of about 2.32 million metric tons of LCE.</p>\n<p>The company said it was targeting an annual production capacity in the range of about 20,000 to 25,000 metric tons of LCE, with up to 65% of the future production derived from brine that has already been extracted from the Great Salt Lake.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CMP":"罗盘矿物"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156462382","content_text":"Compass Minerals’ shares rises 17% in early trading on Wednesday after the mineral producer said it had found about 2.4 million metric tons of lithium carbonate equivalent (LCE) at its solar evaporation site in Utah.\n\nThe announcement, released after market hours on Tuesday, comes as demand and prices for the battery metal has climbed due to aggressive electric vehicle production plans by automakers.\nThe company, which produces salt, plant nutrients and magnesium chloride, said it had identified an indicated lithium resource within the ambient brine of the Great Salt Lake.\nA large part of lithium is extracted from brine or seawater.\nElectric vehicle batteries can use lithium carbonate or lithium hydroxide, but the industry typically uses lithium carbonate equivalent (LCE) which contains both.\nThe company said it was evaluating the means of extracting the lithium, which accumulates through its current solar evaporation process and can be accessed through its existing leases and permits, adding that it was in late-stage talks to select a direct lithium extraction technology provider.\nCompass said an initial assessment estimated total combined indicated and inferred lithium resources of about 127,000 metric tons of LCE at its active Ogden site. The assessment also identified an additional indicated lithium resource of about 2.32 million metric tons of LCE.\nThe company said it was targeting an annual production capacity in the range of about 20,000 to 25,000 metric tons of LCE, with up to 65% of the future production derived from brine that has already been extracted from the Great Salt Lake.","news_type":1},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152647857,"gmtCreate":1625291385779,"gmtModify":1631893101555,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"Opportunity 👍💰💰","listText":"Opportunity 👍💰💰","text":"Opportunity 👍💰💰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152647857","repostId":"1135486377","repostType":4,"repost":{"id":"1135486377","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625236243,"share":"https://www.laohu8.com/m/news/1135486377?lang=&edition=full","pubTime":"2021-07-02 22:30","market":"us","language":"en","title":"Chinese EV stocks slipped in Friday morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1135486377","media":"Tiger Newspress","summary":"Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto shares fell between","content":"<p>Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto&nbsp;shares&nbsp;fell between 3% and 7%.</p>\n<p><img src=\"https://static.tigerbbs.com/c1eeb0b07a87842c4c5ac2bbb3c2873f\" tg-width=\"360\" tg-height=\"188\"></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>Chinese EV stocks slipped in Friday morning trading</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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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\">\nChinese EV stocks slipped in Friday morning trading\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\">2021-07-02 22:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto&nbsp;shares&nbsp;fell between 3% and 7%.</p>\n<p><img src=\"https://static.tigerbbs.com/c1eeb0b07a87842c4c5ac2bbb3c2873f\" tg-width=\"360\" tg-height=\"188\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","LI":"理想汽车","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135486377","content_text":"Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto shares fell between 3% and 7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150853903,"gmtCreate":1624893674502,"gmtModify":1631893101570,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"They’re back 💰💰","listText":"They’re back 💰💰","text":"They’re back 💰💰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150853903","repostId":"1148481357","repostType":4,"repost":{"id":"1148481357","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624888651,"share":"https://www.laohu8.com/m/news/1148481357?lang=&edition=full","pubTime":"2021-06-28 21:57","market":"us","language":"en","title":"Meme stocks are blazing hot, once again.","url":"https://stock-news.laohu8.com/highlight/detail?id=1148481357","media":"Tiger Newspress","summary":"Meme stocks are blazing hot, once again.CCIV,Workhorse,GameStop,AMC and Bed Bath & Beyond climbed be","content":"<p>Meme stocks are blazing hot, once again.CCIV,Workhorse,GameStop,AMC and Bed Bath &amp; Beyond climbed between 5% and 7%.</p>\n<p><img src=\"https://static.tigerbbs.com/fb2694f87fdac29278fbf2a583a1bf36\" tg-width=\"390\" tg-height=\"743\" 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>Meme stocks are blazing hot, once again.</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\">\nMeme stocks are blazing hot, once again.\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\">2021-06-28 21:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Meme stocks are blazing hot, once again.CCIV,Workhorse,GameStop,AMC and Bed Bath &amp; Beyond climbed between 5% and 7%.</p>\n<p><img src=\"https://static.tigerbbs.com/fb2694f87fdac29278fbf2a583a1bf36\" tg-width=\"390\" tg-height=\"743\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","AMC":"AMC院线","WKHS":"Workhorse Group, Inc.","BBBY":"3B家居"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148481357","content_text":"Meme stocks are blazing hot, once again.CCIV,Workhorse,GameStop,AMC and Bed Bath & Beyond climbed between 5% and 7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122589856,"gmtCreate":1624627942975,"gmtModify":1631893101580,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"Awesome 👏👏","listText":"Awesome 👏👏","text":"Awesome 👏👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122589856","repostId":"1147153207","repostType":4,"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129378406,"gmtCreate":1624362237405,"gmtModify":1631893101597,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"Apple 👍👍","listText":"Apple 👍👍","text":"Apple 👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129378406","repostId":"2145056554","repostType":4,"repost":{"id":"2145056554","kind":"highlight","pubTimestamp":1624356900,"share":"https://www.laohu8.com/m/news/2145056554?lang=&edition=full","pubTime":"2021-06-22 18:15","market":"us","language":"en","title":"These 3 Dow Stocks Are Set to Soar in 2021's Second Half","url":"https://stock-news.laohu8.com/highlight/detail?id=2145056554","media":"Motley Fool","summary":"Here are the companies investors are most excited about -- and why.","content":"<p>The <b>Dow Jones Industrial Average </b>(DJINDICES:^DJI) has had a solid year so far in 2021. Gains of 9% might not seem like all that much compared to the double-digit percentage gains we've seen in past years. But given everything that's happening in the economy, it's not surprising to see investors rein in their expectations somewhat on some of the top-performing stocks in the market.</p>\n<p>Yet even with the gains the overall market has seen, there are still some Dow stocks that haven't climbed as far as they might. In particular, analysts looking at three stocks among the Dow Jones Industrials see the potential for substantial gains in the second half of 2021 and beyond. Below, we'll look at these three companies to see what it'll take for them to produce the big returns that investors want right now.</p>\n<h3>UnitedHealth: 34% upside</h3>\n<p><b>UnitedHealth Group </b>(NYSE:UNH) has already put in a reasonable performance in the Dow so far this year. The health insurance giant's stock is up about 11% year to date, outpacing the broader average very slightly.</p>\n<p>Yet investors see a lot more upside for the healthcare giant. The top price target among Wall Street analysts for UnitedHealth is $522 per share, which implies roughly a 34% gain from current levels.</p>\n<p>UnitedHealth has done an excellent job of navigating the ever-changing landscape of the healthcare and health insurance industries. As the largest health insurance company in the world, UnitedHealth offers coverage not just for private businesses but also for those eligible for government programs like Medicare and Medicaid.</p>\n<p>Indeed, UnitedHealth's handling of plans under the Affordable Care Act has been masterful, with the company having participated in the program better known as Obamacare while not overcommitting to it. With the Supreme Court having recently upheld the validity of the Affordable Care Act, UnitedHealth finds itself in a strong position to keep benefiting from its mix of business.</p>\n<p><img src=\"https://static.tigerbbs.com/ffe66b7aafd67e07dd42007f2b60d638\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>Yet many overlook the value of UnitedHealth's Optum health services unit. By aiming to help providers encourage health and wellness, Optum generates higher-margin revenue while often producing better outcomes for patients and members. With both growth drivers pushing the company forward, UnitedHealth looks well poised to keep climbing.</p>\n<h3>Goldman Sachs: 36% upside</h3>\n<p>Wall Street has enjoyed the bull market in stocks, and that's been a blessing for investment bank <b>Goldman Sachs </b>(NYSE:GS). The perennial financial giant has seen its stock rise 34% so far in 2021 after less impressive performance during 2020.</p>\n<p>On <a href=\"https://laohu8.com/S/AONE\">one</a> hand, Goldman has reflected the broader performance of financial stocks across the market. Interest rates have generally been on the rise, and that's bolstered the prospects for more net-interest income from retail banking operations. Goldman lags behind its big-bank peers on the consumer banking front, but its relatively new Marcus unit has done a good job of attracting capital thus far.</p>\n<p>On the other hand, Goldman continues to rely on its investment banking operations, and strong activity levels among initial public offerings and mergers and acquisitions (M&amp;A) have fed the company's coffers nicely. Financing remains relatively easy to get, and that could spur more M&amp;A activity that in turn could keep growing revenue for Goldman's investment banking division. Add to that possible tailwinds from macroeconomic factors, and it is in a solid position to climb as high as the $484 per share that represents the top price target among those following the financial stock.</p>\n<h3>Apple: 42% upside</h3>\n<p>Lastly, <b>Apple </b>(NASDAQ:AAPL) rounds out this list. Recently fetching $130 per share, some see the iPhone maker's stock climbing to $185. That'd be a 42% jump to help Apple recover from its 2% loss so far in 2021.</p>\n<p>Apple's gains have continued to impress. Revenue jumped 54% in its most recent quarter, with sales of the iPhone 12 and various other products and accessories continuing to drive sales for the company. Returning capital to shareholders via dividends and stock buybacks has had a substantial impact on financial performance, especially with the number of outstanding shares having plunged by roughly 35% in just the past decade.</p>\n<p>Many fear that Apple hasn't generated the innovative product lines that drove its success in the mid-2000s. However, at least for now, consumers seem content with iterations on existing product lines, and as long as that remains a successful strategy, further gains for the stock seem realistic.</p>\n<h3>Further to run?</h3>\n<p>Even with solid gains for the Dow in 2021, the long-term trajectory for stocks remains upward. That's a big part of why Apple, Goldman Sachs, and UnitedHealth Group look as promising as they do. Smart investors should at least keep an eye on these three stocks to see if they can live up to their full potential.</p>","source":"fool_stock","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>These 3 Dow Stocks Are Set to Soar in 2021's Second Half</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\">\nThese 3 Dow Stocks Are Set to Soar in 2021's Second Half\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 18:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/22/these-3-dow-stocks-set-to-soar-2021s-second-half/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Dow Jones Industrial Average (DJINDICES:^DJI) has had a solid year so far in 2021. Gains of 9% might not seem like all that much compared to the double-digit percentage gains we've seen in past ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/22/these-3-dow-stocks-set-to-soar-2021s-second-half/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","GS":"高盛","UNH":"联合健康","09086":"华夏纳指-U","03086":"华夏纳指"},"source_url":"https://www.fool.com/investing/2021/06/22/these-3-dow-stocks-set-to-soar-2021s-second-half/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145056554","content_text":"The Dow Jones Industrial Average (DJINDICES:^DJI) has had a solid year so far in 2021. Gains of 9% might not seem like all that much compared to the double-digit percentage gains we've seen in past years. But given everything that's happening in the economy, it's not surprising to see investors rein in their expectations somewhat on some of the top-performing stocks in the market.\nYet even with the gains the overall market has seen, there are still some Dow stocks that haven't climbed as far as they might. In particular, analysts looking at three stocks among the Dow Jones Industrials see the potential for substantial gains in the second half of 2021 and beyond. Below, we'll look at these three companies to see what it'll take for them to produce the big returns that investors want right now.\nUnitedHealth: 34% upside\nUnitedHealth Group (NYSE:UNH) has already put in a reasonable performance in the Dow so far this year. The health insurance giant's stock is up about 11% year to date, outpacing the broader average very slightly.\nYet investors see a lot more upside for the healthcare giant. The top price target among Wall Street analysts for UnitedHealth is $522 per share, which implies roughly a 34% gain from current levels.\nUnitedHealth has done an excellent job of navigating the ever-changing landscape of the healthcare and health insurance industries. As the largest health insurance company in the world, UnitedHealth offers coverage not just for private businesses but also for those eligible for government programs like Medicare and Medicaid.\nIndeed, UnitedHealth's handling of plans under the Affordable Care Act has been masterful, with the company having participated in the program better known as Obamacare while not overcommitting to it. With the Supreme Court having recently upheld the validity of the Affordable Care Act, UnitedHealth finds itself in a strong position to keep benefiting from its mix of business.\n\nImage source: Getty Images.\nYet many overlook the value of UnitedHealth's Optum health services unit. By aiming to help providers encourage health and wellness, Optum generates higher-margin revenue while often producing better outcomes for patients and members. With both growth drivers pushing the company forward, UnitedHealth looks well poised to keep climbing.\nGoldman Sachs: 36% upside\nWall Street has enjoyed the bull market in stocks, and that's been a blessing for investment bank Goldman Sachs (NYSE:GS). The perennial financial giant has seen its stock rise 34% so far in 2021 after less impressive performance during 2020.\nOn one hand, Goldman has reflected the broader performance of financial stocks across the market. Interest rates have generally been on the rise, and that's bolstered the prospects for more net-interest income from retail banking operations. Goldman lags behind its big-bank peers on the consumer banking front, but its relatively new Marcus unit has done a good job of attracting capital thus far.\nOn the other hand, Goldman continues to rely on its investment banking operations, and strong activity levels among initial public offerings and mergers and acquisitions (M&A) have fed the company's coffers nicely. Financing remains relatively easy to get, and that could spur more M&A activity that in turn could keep growing revenue for Goldman's investment banking division. Add to that possible tailwinds from macroeconomic factors, and it is in a solid position to climb as high as the $484 per share that represents the top price target among those following the financial stock.\nApple: 42% upside\nLastly, Apple (NASDAQ:AAPL) rounds out this list. Recently fetching $130 per share, some see the iPhone maker's stock climbing to $185. That'd be a 42% jump to help Apple recover from its 2% loss so far in 2021.\nApple's gains have continued to impress. Revenue jumped 54% in its most recent quarter, with sales of the iPhone 12 and various other products and accessories continuing to drive sales for the company. Returning capital to shareholders via dividends and stock buybacks has had a substantial impact on financial performance, especially with the number of outstanding shares having plunged by roughly 35% in just the past decade.\nMany fear that Apple hasn't generated the innovative product lines that drove its success in the mid-2000s. However, at least for now, consumers seem content with iterations on existing product lines, and as long as that remains a successful strategy, further gains for the stock seem realistic.\nFurther to run?\nEven with solid gains for the Dow in 2021, the long-term trajectory for stocks remains upward. That's a big part of why Apple, Goldman Sachs, and UnitedHealth Group look as promising as they do. Smart investors should at least keep an eye on these three stocks to see if they can live up to their full potential.","news_type":1},"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165754940,"gmtCreate":1624159002080,"gmtModify":1631893101605,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"Is time to BUY 💰💰","listText":"Is time to BUY 💰💰","text":"Is time to BUY 💰💰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/165754940","repostId":"1127088935","repostType":4,"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":874906433,"gmtCreate":1637717100872,"gmtModify":1637717100872,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"好👍","listText":"好👍","text":"好👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874906433","repostId":"1181577791","repostType":2,"repost":{"id":"1181577791","kind":"news","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":1637711742,"share":"https://www.laohu8.com/m/news/1181577791?lang=&edition=full","pubTime":"2021-11-24 07:55","market":"us","language":"zh","title":"昨夜今晨：无惧释放战略储备！油价上演大逆转","url":"https://stock-news.laohu8.com/highlight/detail?id=1181577791","media":"老虎资讯综合","summary":"摘要：①美股周二涨跌不一，道指涨0.54%，标普500指数涨0.17%，纳指跌0.5%；②无惧释放战略储备，美油期货周二收高2.5%；③美国总统拜登：希望在节假日来临前油价能够下降。尽管拜登政府宣布以美国为首的能源消费国将协调释放战略原油储备，但原油期货价格周二仍大幅上涨。当地时间11月23日，美国总统拜登在白宫就美国经济及油价发表讲话。据报道，戴尔科技公司今日公布了该公司的2022财年第三财季财报。","content":"<blockquote>\n 摘要：①美股周二涨跌不一，道指涨0.54%，标普500指数涨0.17%，纳指跌0.5%；②无惧释放战略储备，美油期货周二收高2.5%；③美国总统拜登：希望在节假日来临前油价能够下降。\n</blockquote>\n<p>海外市场</p>\n<p>1、道指收涨0.54%！油气股领涨</p>\n<p>美股三大指数收盘涨跌不一，道指涨0.54%，标普500指数涨0.17%，纳指跌0.5%。油气概念股涨幅居前，阿帕奇石油涨超7%，<a href=\"https://laohu8.com/S/PBR\">巴西石油公司</a>涨超5%。</p>\n<p>2、热门中概股周二收盘涨跌互现 <a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超8%</p>\n<p>热门中概股周二收盘涨跌互现，小鹏汽车涨超8%，此前该公司财报显示三季度汽车交付量再创新高，总收入同比上升187.4%至57.2亿元。</p>\n<p>其他中概股，<a href=\"https://laohu8.com/S/JD\">京东</a>涨2%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨近2%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、雾芯科技涨超1%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超1%。<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌近8%，中通跌超4%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超2%，<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌超1%。</p>\n<p>3、欧股收盘主要指数普跌</p>\n<p>欧股收盘主要指数普跌，德国DAX指数跌0.36%，法国CAC40指数跌0.42%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.41%，欧洲斯托克50指数跌0.6%。</p>\n<p>4、无惧释放战略储备 美油期货周二收高2.5%</p>\n<p>尽管拜登政府宣布以美国为首的能源消费国将协调释放战略原油储备，但原油期货价格周二仍大幅上涨。</p>\n<p>最终，纽约商品交易所1月交割的西德克萨斯中质原油(WTI)期货价格上涨1.75美元，涨幅2.5%，收于每桶78.50美元。作为全球原油价格基准的欧洲<a href=\"https://laohu8.com/S/ICE\">洲际交易所</a>布伦特原油期货价格上涨2.61美元，涨幅3.3%，收于每桶82.31 美元。</p>\n<p>5、周二黄金期货收跌1.2% 跌破1800美元创3周来最低水平</p>\n<p>本周美国国债收益率持续上涨，最终，周二纽约商品交易所12月交割的黄金期货价格下跌22.50美元，跌幅1.2%，收于每盎司1783.80美元，创11月3日以来最活跃合约的最低收盘价。</p>\n<p>国际宏观</p>\n<p>1、美国总统拜登：希望在节假日来临前油价能够下降</p>\n<p>当地时间11月23日，美国总统拜登在白宫就美国经济及油价发表讲话。</p>\n<p>拜登在讲话中表示，尽管美国经济及就业表现正在恢复，但目前美国经济仍然面临着供应链等问题的挑战，这推升了物价，造成供应短缺。拜登表示，他已就此问题与美国西岸最大的两个港口，即洛杉矶港及长滩港的相关人员进行了交流，两大港口将改为每天24小时运行。此外，在与大型零售商的对话中，拜登表示将确认今年美国传统假日来临后，各地有足够的食物和物品供应。</p>\n<p>2、美国宣布释放5000万桶战略石油储备平抑油价</p>\n<p>中新社华盛顿11月23日电 (记者 陈孟统)随着感恩节假期临近，美国总统拜登23日宣布，美国将释放5000万桶战略石油储备，以降低油价，解决美国内能源供需不匹配的问题。</p>\n<p>据<a href=\"https://laohu8.com/S/USEG\">美国能源</a>部数据显示，22日，全美每加仑汽油的均价为3.395美元，较一年前上涨了1.293美元。</p>\n<p>3、美国民主党参议员呼吁拜登推动世贸组织免除新冠疫苗专利</p>\n<p>当地时间11月23日，美国9名民主党参议院成员发表联名信，呼吁美国总统拜登在即将召开的世贸组织部长级会议上，推动世贸组织免除有关新冠疫苗的国际知识产权专利。</p>\n<p>民主党参议员们称，尽管拜登政府在今年5月表示，支持临时放弃新冠疫苗的国际知识产权专利保护，但此后没有任何进展。</p>\n<p>4、欧洲议会有关委员会通过限制互联网巨头不正当竞争的《数字市场法》建议案</p>\n<p>欧洲议会内部市场和消费者保护委员会23日以42票赞成、2票反对、1票弃权的绝对多数通过了旨在限制国际互联网巨头不正当竞争行为的《数字市场法》建议案。</p>\n<p>建议案规定，国际互联网巨头等公司在欧盟范围内不允许利用数据优势向用户投放指向性广告，除非获得用户明确许可。同时这类公司在欧盟范围内的同行业并购也将受到限制和监管，并购意向必须在事前获得欧盟委员会许可。如果这类公司有违反上述规定的行为，将被处以年营业额4%至20%的罚款。</p>\n<p>5、美国监管部门发布路线图和新政策 加密货币监管思路正在形成</p>\n<p><a href=\"https://laohu8.com/S/BAC\">美国银行</a>业监管机构周二提供了有关加密货币监管计划的更多信息，发布了明年的优先事项待办清单，并宣布了银行在开展加密货币业务前必须获得特别许可的新政策。</p>\n<p>根据一份联合声明，美联储等机构发布了一个议程表，概述了一些重点领域，包括他们计划如何监管托管服务、加密货币贷款和设立资本金要求的可能性。另外，货币监理署表示，银行在开展数字货币业务之前必须获得该机构的额外批准。</p>\n<p>6、联合国粮农组织：各国应提高农业粮食体系韧性 应对冲击和压力</p>\n<p>当地时间23日，联合国粮农组织发布《粮食及农业状况》年度报告称，受新冠疫情影响，全球饥饿人口预计再次增长。各国需要采取行动，使农业粮食系统更具韧性、效率、可持续性和包容性，以应对疫情期间出现的突发冲击。</p>\n<p>7、美国上周API原油库存录得增加230.7万桶</p>\n<p>美国至11月19日当周API原油库存意外录得增加230.7万桶，预期为减少95万桶，前值为增加65.5万桶。</p>\n<p>8、德国计划到2035年停止出售燃油汽车</p>\n<p>据消息人士称，德国社民党、绿党和自由民主党在联合谈判中同意，根据欧盟的要求，到2035年停止出售燃油汽车。 2030年前逐步停止使用煤炭，在2040年前停止使用天然气发电。</p>\n<p>公司新闻</p>\n<p>1、<a href=\"https://laohu8.com/NW/2185533346\" target=\"_blank\">亲自上阵！马斯克测试最新版自驾功能，全程无人工接管</a></p>\n<p>周二，马斯克发了一条推特，说他“昨日晚间”在德州奥斯丁附近驾驶<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，使用FSD Beta 10.5完全自动驾驶功能，并且随机在地图上选了几条路线。在FSD功能的操作下，车辆行驶稳定，全程无需人工接管。马斯克还强调，这些路线没有高精地图支持，甚至连特斯拉车辆都是第一次行驶。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2185722333\" target=\"_blank\">正面迎战Rivian 通用汽车宣布电动悍马皮卡将从十二月开始交付</a></p>\n<p>继今年九月电动车行业新星Rivian成为首家交付电动皮卡的车企后，老牌巨头通用汽车也于周二宣布将在年内启动电动悍马皮卡的交付，标志着行业竞争即将正式翻过“PPT造车”这一页。</p>\n<p>通用别克、GMC品牌全球副总裁Duncan Aldred在周二的新闻电话会议上透露了这一消息。这款名为Edition 1的纯电动皮卡也是通用该系列第一款上市的产品，续航里程为329英里，建议零售价达到11.25万美元。在2022至2024年间，通用汽车还将陆续交付该系列的低配版本，起售价最低可达7.99万美元。</p>\n<p>3、<a href=\"https://laohu8.com/NW/2185339361\" target=\"_blank\">戴尔第三财季营收284亿美元 净利润同比大增341%</a></p>\n<p>据报道，戴尔科技公司今日公布了该公司的2022财年第三财季财报。报告显示，戴尔科技第三财季总净营收为283.94亿美元，与去年同期的234.82亿美元相比增长21%；净利润为38.88亿美元，与去年同期的8.81亿美元相比增长341%。不按照美国通用会计准则，戴尔科技第三财季调整后总净营收为284.05亿美元，与去年同期的235.21亿美元相比增长21%；调整后净利润为20.15亿美元，与去年同期的17.11亿美元相比增长18%。</p>\n<p>戴尔第三财季调整后营收和每股收益均超出华尔街分析师此前预期，从而推动其盘后股价上涨近2%。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2185587333\" target=\"_blank\">小鹏汽车第三季度交付量增长 未受全行业芯片短缺的严重影响</a></p>\n<p>小鹏汽车股价在纽约市场上涨，此前该公司报告第三季度销量超过预期，全行业供应链困境对该公司的影响不大。</p>\n<p>小鹏汽车周二报告，第三季度营收57亿元人民币(8.92亿美元)，超过分析师平均预期的52亿元。该公司还公布了欧洲扩张计划和大力开发自动驾驶技术的计划。</p>\n<p>5、<a href=\"https://laohu8.com/NW/2185339859\" target=\"_blank\">惠普Q4业绩超预期，盘后涨超8%</a></p>\n<p>美东时间11月23日（周二）美股盘后，<a href=\"https://laohu8.com/S/HPQ\">惠普</a>公布了2021财年第四季度及全年业绩。财报显示，惠普Q4净营收167亿美元，上年同期为153亿美元，同比增长9.3%，市场预期为154亿美元。</p>\n<p>6、意大利反垄断机构对<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>罚款超过2亿欧元</p>\n<p>意大利反垄断机构对亚马逊、苹果处以超2亿欧元罚款。苹果将就意大利反垄断监督机构对其涉嫌与亚马逊勾结的罚款提出上诉 。</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>昨夜今晨：无惧释放战略储备！油价上演大逆转</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨：无惧释放战略储备！油价上演大逆转\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\">2021-11-24 07:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要：①美股周二涨跌不一，道指涨0.54%，标普500指数涨0.17%，纳指跌0.5%；②无惧释放战略储备，美油期货周二收高2.5%；③美国总统拜登：希望在节假日来临前油价能够下降。\n</blockquote>\n<p>海外市场</p>\n<p>1、道指收涨0.54%！油气股领涨</p>\n<p>美股三大指数收盘涨跌不一，道指涨0.54%，标普500指数涨0.17%，纳指跌0.5%。油气概念股涨幅居前，阿帕奇石油涨超7%，<a href=\"https://laohu8.com/S/PBR\">巴西石油公司</a>涨超5%。</p>\n<p>2、热门中概股周二收盘涨跌互现 <a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超8%</p>\n<p>热门中概股周二收盘涨跌互现，小鹏汽车涨超8%，此前该公司财报显示三季度汽车交付量再创新高，总收入同比上升187.4%至57.2亿元。</p>\n<p>其他中概股，<a href=\"https://laohu8.com/S/JD\">京东</a>涨2%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨近2%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、雾芯科技涨超1%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超1%。<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌近8%，中通跌超4%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超2%，<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌超1%。</p>\n<p>3、欧股收盘主要指数普跌</p>\n<p>欧股收盘主要指数普跌，德国DAX指数跌0.36%，法国CAC40指数跌0.42%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.41%，欧洲斯托克50指数跌0.6%。</p>\n<p>4、无惧释放战略储备 美油期货周二收高2.5%</p>\n<p>尽管拜登政府宣布以美国为首的能源消费国将协调释放战略原油储备，但原油期货价格周二仍大幅上涨。</p>\n<p>最终，纽约商品交易所1月交割的西德克萨斯中质原油(WTI)期货价格上涨1.75美元，涨幅2.5%，收于每桶78.50美元。作为全球原油价格基准的欧洲<a href=\"https://laohu8.com/S/ICE\">洲际交易所</a>布伦特原油期货价格上涨2.61美元，涨幅3.3%，收于每桶82.31 美元。</p>\n<p>5、周二黄金期货收跌1.2% 跌破1800美元创3周来最低水平</p>\n<p>本周美国国债收益率持续上涨，最终，周二纽约商品交易所12月交割的黄金期货价格下跌22.50美元，跌幅1.2%，收于每盎司1783.80美元，创11月3日以来最活跃合约的最低收盘价。</p>\n<p>国际宏观</p>\n<p>1、美国总统拜登：希望在节假日来临前油价能够下降</p>\n<p>当地时间11月23日，美国总统拜登在白宫就美国经济及油价发表讲话。</p>\n<p>拜登在讲话中表示，尽管美国经济及就业表现正在恢复，但目前美国经济仍然面临着供应链等问题的挑战，这推升了物价，造成供应短缺。拜登表示，他已就此问题与美国西岸最大的两个港口，即洛杉矶港及长滩港的相关人员进行了交流，两大港口将改为每天24小时运行。此外，在与大型零售商的对话中，拜登表示将确认今年美国传统假日来临后，各地有足够的食物和物品供应。</p>\n<p>2、美国宣布释放5000万桶战略石油储备平抑油价</p>\n<p>中新社华盛顿11月23日电 (记者 陈孟统)随着感恩节假期临近，美国总统拜登23日宣布，美国将释放5000万桶战略石油储备，以降低油价，解决美国内能源供需不匹配的问题。</p>\n<p>据<a href=\"https://laohu8.com/S/USEG\">美国能源</a>部数据显示，22日，全美每加仑汽油的均价为3.395美元，较一年前上涨了1.293美元。</p>\n<p>3、美国民主党参议员呼吁拜登推动世贸组织免除新冠疫苗专利</p>\n<p>当地时间11月23日，美国9名民主党参议院成员发表联名信，呼吁美国总统拜登在即将召开的世贸组织部长级会议上，推动世贸组织免除有关新冠疫苗的国际知识产权专利。</p>\n<p>民主党参议员们称，尽管拜登政府在今年5月表示，支持临时放弃新冠疫苗的国际知识产权专利保护，但此后没有任何进展。</p>\n<p>4、欧洲议会有关委员会通过限制互联网巨头不正当竞争的《数字市场法》建议案</p>\n<p>欧洲议会内部市场和消费者保护委员会23日以42票赞成、2票反对、1票弃权的绝对多数通过了旨在限制国际互联网巨头不正当竞争行为的《数字市场法》建议案。</p>\n<p>建议案规定，国际互联网巨头等公司在欧盟范围内不允许利用数据优势向用户投放指向性广告，除非获得用户明确许可。同时这类公司在欧盟范围内的同行业并购也将受到限制和监管，并购意向必须在事前获得欧盟委员会许可。如果这类公司有违反上述规定的行为，将被处以年营业额4%至20%的罚款。</p>\n<p>5、美国监管部门发布路线图和新政策 加密货币监管思路正在形成</p>\n<p><a href=\"https://laohu8.com/S/BAC\">美国银行</a>业监管机构周二提供了有关加密货币监管计划的更多信息，发布了明年的优先事项待办清单，并宣布了银行在开展加密货币业务前必须获得特别许可的新政策。</p>\n<p>根据一份联合声明，美联储等机构发布了一个议程表，概述了一些重点领域，包括他们计划如何监管托管服务、加密货币贷款和设立资本金要求的可能性。另外，货币监理署表示，银行在开展数字货币业务之前必须获得该机构的额外批准。</p>\n<p>6、联合国粮农组织：各国应提高农业粮食体系韧性 应对冲击和压力</p>\n<p>当地时间23日，联合国粮农组织发布《粮食及农业状况》年度报告称，受新冠疫情影响，全球饥饿人口预计再次增长。各国需要采取行动，使农业粮食系统更具韧性、效率、可持续性和包容性，以应对疫情期间出现的突发冲击。</p>\n<p>7、美国上周API原油库存录得增加230.7万桶</p>\n<p>美国至11月19日当周API原油库存意外录得增加230.7万桶，预期为减少95万桶，前值为增加65.5万桶。</p>\n<p>8、德国计划到2035年停止出售燃油汽车</p>\n<p>据消息人士称，德国社民党、绿党和自由民主党在联合谈判中同意，根据欧盟的要求，到2035年停止出售燃油汽车。 2030年前逐步停止使用煤炭，在2040年前停止使用天然气发电。</p>\n<p>公司新闻</p>\n<p>1、<a href=\"https://laohu8.com/NW/2185533346\" target=\"_blank\">亲自上阵！马斯克测试最新版自驾功能，全程无人工接管</a></p>\n<p>周二，马斯克发了一条推特，说他“昨日晚间”在德州奥斯丁附近驾驶<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，使用FSD Beta 10.5完全自动驾驶功能，并且随机在地图上选了几条路线。在FSD功能的操作下，车辆行驶稳定，全程无需人工接管。马斯克还强调，这些路线没有高精地图支持，甚至连特斯拉车辆都是第一次行驶。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2185722333\" target=\"_blank\">正面迎战Rivian 通用汽车宣布电动悍马皮卡将从十二月开始交付</a></p>\n<p>继今年九月电动车行业新星Rivian成为首家交付电动皮卡的车企后，老牌巨头通用汽车也于周二宣布将在年内启动电动悍马皮卡的交付，标志着行业竞争即将正式翻过“PPT造车”这一页。</p>\n<p>通用别克、GMC品牌全球副总裁Duncan Aldred在周二的新闻电话会议上透露了这一消息。这款名为Edition 1的纯电动皮卡也是通用该系列第一款上市的产品，续航里程为329英里，建议零售价达到11.25万美元。在2022至2024年间，通用汽车还将陆续交付该系列的低配版本，起售价最低可达7.99万美元。</p>\n<p>3、<a href=\"https://laohu8.com/NW/2185339361\" target=\"_blank\">戴尔第三财季营收284亿美元 净利润同比大增341%</a></p>\n<p>据报道，戴尔科技公司今日公布了该公司的2022财年第三财季财报。报告显示，戴尔科技第三财季总净营收为283.94亿美元，与去年同期的234.82亿美元相比增长21%；净利润为38.88亿美元，与去年同期的8.81亿美元相比增长341%。不按照美国通用会计准则，戴尔科技第三财季调整后总净营收为284.05亿美元，与去年同期的235.21亿美元相比增长21%；调整后净利润为20.15亿美元，与去年同期的17.11亿美元相比增长18%。</p>\n<p>戴尔第三财季调整后营收和每股收益均超出华尔街分析师此前预期，从而推动其盘后股价上涨近2%。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2185587333\" target=\"_blank\">小鹏汽车第三季度交付量增长 未受全行业芯片短缺的严重影响</a></p>\n<p>小鹏汽车股价在纽约市场上涨，此前该公司报告第三季度销量超过预期，全行业供应链困境对该公司的影响不大。</p>\n<p>小鹏汽车周二报告，第三季度营收57亿元人民币(8.92亿美元)，超过分析师平均预期的52亿元。该公司还公布了欧洲扩张计划和大力开发自动驾驶技术的计划。</p>\n<p>5、<a href=\"https://laohu8.com/NW/2185339859\" target=\"_blank\">惠普Q4业绩超预期，盘后涨超8%</a></p>\n<p>美东时间11月23日（周二）美股盘后，<a href=\"https://laohu8.com/S/HPQ\">惠普</a>公布了2021财年第四季度及全年业绩。财报显示，惠普Q4净营收167亿美元，上年同期为153亿美元，同比增长9.3%，市场预期为154亿美元。</p>\n<p>6、意大利反垄断机构对<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>罚款超过2亿欧元</p>\n<p>意大利反垄断机构对亚马逊、苹果处以超2亿欧元罚款。苹果将就意大利反垄断监督机构对其涉嫌与亚马逊勾结的罚款提出上诉 。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".IXIC":"NASDAQ Composite","DOG":"道指反向ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index","DXD":"道指两倍做空ETF","DDM":"道指两倍做多ETF","UDOW":"道指三倍做多ETF-ProShares","DJX":"1/100道琼斯","SDOW":"道指三倍做空ETF-ProShares"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181577791","content_text":"摘要：①美股周二涨跌不一，道指涨0.54%，标普500指数涨0.17%，纳指跌0.5%；②无惧释放战略储备，美油期货周二收高2.5%；③美国总统拜登：希望在节假日来临前油价能够下降。\n\n海外市场\n1、道指收涨0.54%！油气股领涨\n美股三大指数收盘涨跌不一，道指涨0.54%，标普500指数涨0.17%，纳指跌0.5%。油气概念股涨幅居前，阿帕奇石油涨超7%，巴西石油公司涨超5%。\n2、热门中概股周二收盘涨跌互现 小鹏汽车涨超8%\n热门中概股周二收盘涨跌互现，小鹏汽车涨超8%，此前该公司财报显示三季度汽车交付量再创新高，总收入同比上升187.4%至57.2亿元。\n其他中概股，京东涨2%，百度涨近2%，哔哩哔哩、雾芯科技涨超1%，蔚来汽车、理想汽车涨超1%。贝壳跌近8%，中通跌超4%，阿里巴巴跌超2%，网易、好未来跌超1%。\n3、欧股收盘主要指数普跌\n欧股收盘主要指数普跌，德国DAX指数跌0.36%，法国CAC40指数跌0.42%，英国富时100指数跌0.41%，欧洲斯托克50指数跌0.6%。\n4、无惧释放战略储备 美油期货周二收高2.5%\n尽管拜登政府宣布以美国为首的能源消费国将协调释放战略原油储备，但原油期货价格周二仍大幅上涨。\n最终，纽约商品交易所1月交割的西德克萨斯中质原油(WTI)期货价格上涨1.75美元，涨幅2.5%，收于每桶78.50美元。作为全球原油价格基准的欧洲洲际交易所布伦特原油期货价格上涨2.61美元，涨幅3.3%，收于每桶82.31 美元。\n5、周二黄金期货收跌1.2% 跌破1800美元创3周来最低水平\n本周美国国债收益率持续上涨，最终，周二纽约商品交易所12月交割的黄金期货价格下跌22.50美元，跌幅1.2%，收于每盎司1783.80美元，创11月3日以来最活跃合约的最低收盘价。\n国际宏观\n1、美国总统拜登：希望在节假日来临前油价能够下降\n当地时间11月23日，美国总统拜登在白宫就美国经济及油价发表讲话。\n拜登在讲话中表示，尽管美国经济及就业表现正在恢复，但目前美国经济仍然面临着供应链等问题的挑战，这推升了物价，造成供应短缺。拜登表示，他已就此问题与美国西岸最大的两个港口，即洛杉矶港及长滩港的相关人员进行了交流，两大港口将改为每天24小时运行。此外，在与大型零售商的对话中，拜登表示将确认今年美国传统假日来临后，各地有足够的食物和物品供应。\n2、美国宣布释放5000万桶战略石油储备平抑油价\n中新社华盛顿11月23日电 (记者 陈孟统)随着感恩节假期临近，美国总统拜登23日宣布，美国将释放5000万桶战略石油储备，以降低油价，解决美国内能源供需不匹配的问题。\n据美国能源部数据显示，22日，全美每加仑汽油的均价为3.395美元，较一年前上涨了1.293美元。\n3、美国民主党参议员呼吁拜登推动世贸组织免除新冠疫苗专利\n当地时间11月23日，美国9名民主党参议院成员发表联名信，呼吁美国总统拜登在即将召开的世贸组织部长级会议上，推动世贸组织免除有关新冠疫苗的国际知识产权专利。\n民主党参议员们称，尽管拜登政府在今年5月表示，支持临时放弃新冠疫苗的国际知识产权专利保护，但此后没有任何进展。\n4、欧洲议会有关委员会通过限制互联网巨头不正当竞争的《数字市场法》建议案\n欧洲议会内部市场和消费者保护委员会23日以42票赞成、2票反对、1票弃权的绝对多数通过了旨在限制国际互联网巨头不正当竞争行为的《数字市场法》建议案。\n建议案规定，国际互联网巨头等公司在欧盟范围内不允许利用数据优势向用户投放指向性广告，除非获得用户明确许可。同时这类公司在欧盟范围内的同行业并购也将受到限制和监管，并购意向必须在事前获得欧盟委员会许可。如果这类公司有违反上述规定的行为，将被处以年营业额4%至20%的罚款。\n5、美国监管部门发布路线图和新政策 加密货币监管思路正在形成\n美国银行业监管机构周二提供了有关加密货币监管计划的更多信息，发布了明年的优先事项待办清单，并宣布了银行在开展加密货币业务前必须获得特别许可的新政策。\n根据一份联合声明，美联储等机构发布了一个议程表，概述了一些重点领域，包括他们计划如何监管托管服务、加密货币贷款和设立资本金要求的可能性。另外，货币监理署表示，银行在开展数字货币业务之前必须获得该机构的额外批准。\n6、联合国粮农组织：各国应提高农业粮食体系韧性 应对冲击和压力\n当地时间23日，联合国粮农组织发布《粮食及农业状况》年度报告称，受新冠疫情影响，全球饥饿人口预计再次增长。各国需要采取行动，使农业粮食系统更具韧性、效率、可持续性和包容性，以应对疫情期间出现的突发冲击。\n7、美国上周API原油库存录得增加230.7万桶\n美国至11月19日当周API原油库存意外录得增加230.7万桶，预期为减少95万桶，前值为增加65.5万桶。\n8、德国计划到2035年停止出售燃油汽车\n据消息人士称，德国社民党、绿党和自由民主党在联合谈判中同意，根据欧盟的要求，到2035年停止出售燃油汽车。 2030年前逐步停止使用煤炭，在2040年前停止使用天然气发电。\n公司新闻\n1、亲自上阵！马斯克测试最新版自驾功能，全程无人工接管\n周二，马斯克发了一条推特，说他“昨日晚间”在德州奥斯丁附近驾驶特斯拉，使用FSD Beta 10.5完全自动驾驶功能，并且随机在地图上选了几条路线。在FSD功能的操作下，车辆行驶稳定，全程无需人工接管。马斯克还强调，这些路线没有高精地图支持，甚至连特斯拉车辆都是第一次行驶。\n2、正面迎战Rivian 通用汽车宣布电动悍马皮卡将从十二月开始交付\n继今年九月电动车行业新星Rivian成为首家交付电动皮卡的车企后，老牌巨头通用汽车也于周二宣布将在年内启动电动悍马皮卡的交付，标志着行业竞争即将正式翻过“PPT造车”这一页。\n通用别克、GMC品牌全球副总裁Duncan Aldred在周二的新闻电话会议上透露了这一消息。这款名为Edition 1的纯电动皮卡也是通用该系列第一款上市的产品，续航里程为329英里，建议零售价达到11.25万美元。在2022至2024年间，通用汽车还将陆续交付该系列的低配版本，起售价最低可达7.99万美元。\n3、戴尔第三财季营收284亿美元 净利润同比大增341%\n据报道，戴尔科技公司今日公布了该公司的2022财年第三财季财报。报告显示，戴尔科技第三财季总净营收为283.94亿美元，与去年同期的234.82亿美元相比增长21%；净利润为38.88亿美元，与去年同期的8.81亿美元相比增长341%。不按照美国通用会计准则，戴尔科技第三财季调整后总净营收为284.05亿美元，与去年同期的235.21亿美元相比增长21%；调整后净利润为20.15亿美元，与去年同期的17.11亿美元相比增长18%。\n戴尔第三财季调整后营收和每股收益均超出华尔街分析师此前预期，从而推动其盘后股价上涨近2%。\n4、小鹏汽车第三季度交付量增长 未受全行业芯片短缺的严重影响\n小鹏汽车股价在纽约市场上涨，此前该公司报告第三季度销量超过预期，全行业供应链困境对该公司的影响不大。\n小鹏汽车周二报告，第三季度营收57亿元人民币(8.92亿美元)，超过分析师平均预期的52亿元。该公司还公布了欧洲扩张计划和大力开发自动驾驶技术的计划。\n5、惠普Q4业绩超预期，盘后涨超8%\n美东时间11月23日（周二）美股盘后，惠普公布了2021财年第四季度及全年业绩。财报显示，惠普Q4净营收167亿美元，上年同期为153亿美元，同比增长9.3%，市场预期为154亿美元。\n6、意大利反垄断机构对亚马逊、苹果罚款超过2亿欧元\n意大利反垄断机构对亚马逊、苹果处以超2亿欧元罚款。苹果将就意大利反垄断监督机构对其涉嫌与亚马逊勾结的罚款提出上诉 。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867754796,"gmtCreate":1633317624366,"gmtModify":1633317845550,"author":{"id":"3585632669728370","authorId":"3585632669728370","name":"eeth","avatar":"https://static.tigerbbs.com/735082c961a6f88b2636be009adbfc68","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585632669728370","authorIdStr":"3585632669728370"},"themes":[],"htmlText":"Awesome 👍👍","listText":"Awesome 👍👍","text":"Awesome 👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/867754796","repostId":"1113920936","repostType":4,"repost":{"id":"1113920936","kind":"news","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":1633312050,"share":"https://www.laohu8.com/m/news/1113920936?lang=&edition=full","pubTime":"2021-10-04 09:47","market":"us","language":"zh","title":"港股医药板块跌势扩大，抗疫概念股大跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1113920936","media":"老虎资讯综合","summary":"10月4日讯，港股医药板块跌势扩大，恒生医疗保健业指数下挫逾4%，抗疫概念股大跌，其中开拓药业大跌22%，复星医药跌近20%，康希诺生物跌逾11%。默沙东新冠口服药数据高度有效，美股疫苗公司CureV","content":"<p>10月4日讯，港股医药板块跌势扩大，恒生医疗保健业指数下挫逾4%，抗疫概念股大跌，其中开拓药业大跌22%，<a href=\"https://laohu8.com/S/600196\">复星医药</a>跌近20%，<a href=\"https://laohu8.com/S/688185\">康希诺</a>生物跌逾11%。<a href=\"https://laohu8.com/S/MRK\">默沙东</a>新冠口服药数据高度有效，美股疫苗公司CureVac上周五收跌逾14.7%，诺瓦瓦克斯跌12.4%，莫德纳跌约11.4%。</p>\n<p>10月1日，美国<a href=\"https://laohu8.com/S/MRK\">默沙东</a>公布实验性新冠口服药物莫奈拉韦（molnupiravir）三期临床试验的“期中考”成绩。数据显示，如患者在感染早期服用莫奈拉韦，可将患者的住院或死亡风险降低50%。基于此，默沙东已提前终止该三期临床试验，希望通过“紧急授权”（EUA）这一绿色通道，提前上市。</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>港股医药板块跌势扩大，抗疫概念股大跌</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港股医药板块跌势扩大，抗疫概念股大跌\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\">2021-10-04 09:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月4日讯，港股医药板块跌势扩大，恒生医疗保健业指数下挫逾4%，抗疫概念股大跌，其中开拓药业大跌22%，<a href=\"https://laohu8.com/S/600196\">复星医药</a>跌近20%，<a href=\"https://laohu8.com/S/688185\">康希诺</a>生物跌逾11%。<a href=\"https://laohu8.com/S/MRK\">默沙东</a>新冠口服药数据高度有效，美股疫苗公司CureVac上周五收跌逾14.7%，诺瓦瓦克斯跌12.4%，莫德纳跌约11.4%。</p>\n<p>10月1日，美国<a href=\"https://laohu8.com/S/MRK\">默沙东</a>公布实验性新冠口服药物莫奈拉韦（molnupiravir）三期临床试验的“期中考”成绩。数据显示，如患者在感染早期服用莫奈拉韦，可将患者的住院或死亡风险降低50%。基于此，默沙东已提前终止该三期临床试验，希望通过“紧急授权”（EUA）这一绿色通道，提前上市。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/58c571cf0b4357240a7b67c1db539b4a","relate_stocks":{"159938":"医药","09939":"开拓药业-B"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113920936","content_text":"10月4日讯，港股医药板块跌势扩大，恒生医疗保健业指数下挫逾4%，抗疫概念股大跌，其中开拓药业大跌22%，复星医药跌近20%，康希诺生物跌逾11%。默沙东新冠口服药数据高度有效，美股疫苗公司CureVac上周五收跌逾14.7%，诺瓦瓦克斯跌12.4%，莫德纳跌约11.4%。\n10月1日，美国默沙东公布实验性新冠口服药物莫奈拉韦（molnupiravir）三期临床试验的“期中考”成绩。数据显示，如患者在感染早期服用莫奈拉韦，可将患者的住院或死亡风险降低50%。基于此，默沙东已提前终止该三期临床试验，希望通过“紧急授权”（EUA）这一绿色通道，提前上市。","news_type":1},"isVote":1,"tweetType":1,"viewCount":787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}