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Tanwilliam
2021-11-27
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@王春龙Bale:贝索斯再捐1亿美元做慈善,过去一年已累计捐款超过3亿,但仅相当于身价的0.15%1.最近,前世界首富贝索斯宣布向傲慢基金会捐赠1亿美元,这是后者获得的最大的个人捐资款项。这笔捐款将用于女孩机会联盟(Girls Opportunity Alliance)和我哥哥的守护者(My Brother’s Keeper)两个团体的慈善活动,这是该基金会旗下的两个青年组织。作为捐款的一部分,贝索斯要求将芝加哥南区奥巴马总统中心的广场命名为约翰·刘易斯广场(这个广场并没有用贝索斯名字命名,而是以已故国会议员名字命名)。2.这位亚马逊创始人在今年离开公司CEO职位后,近几个月来加大了慈善捐赠力度。7月,他向史密森学会捐赠了2亿美元,加上这次捐赠的1亿美元,让他最近一年的累计捐赠金额达到了3亿美元。3.但这些捐赠和他的超高身价相比,简直不值一提。目前,根据彭博富豪榜显示,贝索斯的身价高达2050亿美元,仅次于特斯拉CEO,位居全球第二位。但3亿美元的捐款,仅仅相当于他身价的0.15%左右。
$亚马逊(AMZN)$
$特斯拉(TSLA)$
$微软(MSFT)$
Tanwilliam
2021-11-24
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@安心睡大觉:腾讯中报透露了哪些重要信息?
Tanwilliam
2021-11-20
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@股海彦祖:珍惜38块的蔚来
Tanwilliam
2021-10-30
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抱歉,原内容已删除
Tanwilliam
2021-10-26
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AMD earnings look to again succeed where Intel disappointed
Tanwilliam
2021-10-21
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@CY_Ng:Shopee going into Spain market
Tanwilliam
2021-10-19
Great ariticle, would you like to share it?
@CY_Ng:游戏业被打压 - 对腾讯有什么影响?
Tanwilliam
2021-10-19
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抱歉,原内容已删除
Tanwilliam
2021-10-18
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抱歉,原内容已删除
Tanwilliam
2021-10-13
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Tanwilliam
2021-10-12
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抱歉,原内容已删除
Tanwilliam
2021-10-12
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@hedgefund888:
$ChemoCentryx(CCXI)$
今日人工智能推荐的裸卖put策略之股票
$Atea Pharmaceuticals, Inc.(AVIR)$
$Hut 8 Mining Corp(HUT)$
$英伟达(NVDA)$
$苹果(AAPL)$
Tanwilliam
2021-07-18
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抱歉,原内容已删除
Tanwilliam
2021-07-18
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抱歉,原内容已删除
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Opportunity Alliance)和我哥哥的守护者(My Brother’s Keeper)两个团体的慈善活动,这是该基金会旗下的两个青年组织。作为捐款的一部分,贝索斯要求将芝加哥南区奥巴马总统中心的广场命名为约翰·刘易斯广场(这个广场并没有用贝索斯名字命名,而是以已故国会议员名字命名)。2.这位亚马逊创始人在今年离开公司CEO职位后,近几个月来加大了慈善捐赠力度。7月,他向史密森学会捐赠了2亿美元,加上这次捐赠的1亿美元,让他最近一年的累计捐赠金额达到了3亿美元。3.但这些捐赠和他的超高身价相比,简直不值一提。目前,根据彭博富豪榜显示,贝索斯的身价高达2050亿美元,仅次于特斯拉CEO,位居全球第二位。但3亿美元的捐款,仅仅相当于他身价的0.15%左右。<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a>","listText":"贝索斯再捐1亿美元做慈善,过去一年已累计捐款超过3亿,但仅相当于身价的0.15%1.最近,前世界首富贝索斯宣布向傲慢基金会捐赠1亿美元,这是后者获得的最大的个人捐资款项。这笔捐款将用于女孩机会联盟(Girls Opportunity Alliance)和我哥哥的守护者(My Brother’s Keeper)两个团体的慈善活动,这是该基金会旗下的两个青年组织。作为捐款的一部分,贝索斯要求将芝加哥南区奥巴马总统中心的广场命名为约翰·刘易斯广场(这个广场并没有用贝索斯名字命名,而是以已故国会议员名字命名)。2.这位亚马逊创始人在今年离开公司CEO职位后,近几个月来加大了慈善捐赠力度。7月,他向史密森学会捐赠了2亿美元,加上这次捐赠的1亿美元,让他最近一年的累计捐赠金额达到了3亿美元。3.但这些捐赠和他的超高身价相比,简直不值一提。目前,根据彭博富豪榜显示,贝索斯的身价高达2050亿美元,仅次于特斯拉CEO,位居全球第二位。但3亿美元的捐款,仅仅相当于他身价的0.15%左右。<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a>","text":"贝索斯再捐1亿美元做慈善,过去一年已累计捐款超过3亿,但仅相当于身价的0.15%1.最近,前世界首富贝索斯宣布向傲慢基金会捐赠1亿美元,这是后者获得的最大的个人捐资款项。这笔捐款将用于女孩机会联盟(Girls Opportunity Alliance)和我哥哥的守护者(My Brother’s Keeper)两个团体的慈善活动,这是该基金会旗下的两个青年组织。作为捐款的一部分,贝索斯要求将芝加哥南区奥巴马总统中心的广场命名为约翰·刘易斯广场(这个广场并没有用贝索斯名字命名,而是以已故国会议员名字命名)。2.这位亚马逊创始人在今年离开公司CEO职位后,近几个月来加大了慈善捐赠力度。7月,他向史密森学会捐赠了2亿美元,加上这次捐赠的1亿美元,让他最近一年的累计捐赠金额达到了3亿美元。3.但这些捐赠和他的超高身价相比,简直不值一提。目前,根据彭博富豪榜显示,贝索斯的身价高达2050亿美元,仅次于特斯拉CEO,位居全球第二位。但3亿美元的捐款,仅仅相当于他身价的0.15%左右。$亚马逊(AMZN)$$特斯拉(TSLA)$$微软(MSFT)$","images":[{"img":"https://static.tigerbbs.com/7519fb2c5733fdc2bb9132a406a34f9c","width":"1000","height":"557"},{"img":"https://static.tigerbbs.com/6d15c0fc20f011b4b7ad645d3677bc04","width":"1000","height":"750"},{"img":"https://static.tigerbbs.com/0319209f16694a441ebcb409a2b12321","width":"1000","height":"774"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875521380","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874918551,"gmtCreate":1637719659602,"gmtModify":1637719659694,"author":{"id":"3586431276580857","authorId":"3586431276580857","name":"Tanwilliam","avatar":"https://static.tigerbbs.com/a15839fa92c1a982981bb380156d5802","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586431276580857","authorIdStr":"3586431276580857"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874918551","repostId":"831828037","repostType":1,"repost":{"id":831828037,"gmtCreate":1629301799129,"gmtModify":1629338461275,"author":{"id":"3502662293881250","authorId":"3502662293881250","name":"安心睡大觉","avatar":"https://static.tigerbbs.com/5644d6d3b2f1f98162851b875f4d8ac5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502662293881250","authorIdStr":"3502662293881250"},"themes":[],"title":"腾讯中报透露了哪些重要信息?","htmlText":"更新下个人对腾讯中报的一些解读,由于时间仓促,我简单说些要点,如有不妥之处,还请指出。解读腾讯财报还是三板斧,就是一看社交用户有无变化,进而看核心价值有没有变,二看投资业务经营情况,三看其他五大经营业务经营情况。社交网络是腾讯核心环节 ,是最大的带动齿轮。投资业务和其他五大经营活动就相当于我们投资者的两条腿,一条腿是现金流,钱从哪里来,一条腿是投资,也就是钱向哪里去。腾讯是个疯狂的投资者,这么多年的利润基本都拿去投生态了。由于其自身的互联网基础设施-微信,使其投资有巨大协同效应,进而能够衍生出一个勃勃生机的互联网大陆。一、核心价值-社交用户微信活跃用户量12.51亿,继续保持增长。虽仅增长3.8%,但用户量饱和的前提下,只要看不到明显下降,就是金矿不倒。二、投资业务2021年6月30日,于上市公司投资的公允价值为1.45万亿,较2021年3月31日1.36万亿上涨837亿!这无疑是个有点出乎意料的好消息,因为大家都预期亏损的。但我们也知道,真正该担忧的还是现在,中概股的暴跌是在7月和8月。为此我粗略的计算了下截止今日8月18日的投资公允价值。以上表格为毛估,主要可能有两点误差:1投资比例有变化,2投资公司有新增市值较大的没有统计在内。投资截止今天的资产情况,持仓总市值1.3万亿相较于2021年2月初1.94万亿,下降了6000亿,下降30%。腾讯系参股公司市值从10.7万亿下降到7.1万亿,互联网价值回落了很多。三、五大经营业务经营业务的分类,在报表中只有四类,我个人的分类纯粹是觉得更容易区分。经营业务单季度仍旧维持20%增长,但增速显然已经小于之前年份27%左右的增速。收入端增速还可以,那么利润端呢?净利润扣除投资收益(其他收益净额)后更能体现经营利润,由此我们计算出2021年第二季度扣除其他收益净额的净利润为218亿,2020年同期为245亿,2021年业务利润第二季度","listText":"更新下个人对腾讯中报的一些解读,由于时间仓促,我简单说些要点,如有不妥之处,还请指出。解读腾讯财报还是三板斧,就是一看社交用户有无变化,进而看核心价值有没有变,二看投资业务经营情况,三看其他五大经营业务经营情况。社交网络是腾讯核心环节 ,是最大的带动齿轮。投资业务和其他五大经营活动就相当于我们投资者的两条腿,一条腿是现金流,钱从哪里来,一条腿是投资,也就是钱向哪里去。腾讯是个疯狂的投资者,这么多年的利润基本都拿去投生态了。由于其自身的互联网基础设施-微信,使其投资有巨大协同效应,进而能够衍生出一个勃勃生机的互联网大陆。一、核心价值-社交用户微信活跃用户量12.51亿,继续保持增长。虽仅增长3.8%,但用户量饱和的前提下,只要看不到明显下降,就是金矿不倒。二、投资业务2021年6月30日,于上市公司投资的公允价值为1.45万亿,较2021年3月31日1.36万亿上涨837亿!这无疑是个有点出乎意料的好消息,因为大家都预期亏损的。但我们也知道,真正该担忧的还是现在,中概股的暴跌是在7月和8月。为此我粗略的计算了下截止今日8月18日的投资公允价值。以上表格为毛估,主要可能有两点误差:1投资比例有变化,2投资公司有新增市值较大的没有统计在内。投资截止今天的资产情况,持仓总市值1.3万亿相较于2021年2月初1.94万亿,下降了6000亿,下降30%。腾讯系参股公司市值从10.7万亿下降到7.1万亿,互联网价值回落了很多。三、五大经营业务经营业务的分类,在报表中只有四类,我个人的分类纯粹是觉得更容易区分。经营业务单季度仍旧维持20%增长,但增速显然已经小于之前年份27%左右的增速。收入端增速还可以,那么利润端呢?净利润扣除投资收益(其他收益净额)后更能体现经营利润,由此我们计算出2021年第二季度扣除其他收益净额的净利润为218亿,2020年同期为245亿,2021年业务利润第二季度","text":"更新下个人对腾讯中报的一些解读,由于时间仓促,我简单说些要点,如有不妥之处,还请指出。解读腾讯财报还是三板斧,就是一看社交用户有无变化,进而看核心价值有没有变,二看投资业务经营情况,三看其他五大经营业务经营情况。社交网络是腾讯核心环节 ,是最大的带动齿轮。投资业务和其他五大经营活动就相当于我们投资者的两条腿,一条腿是现金流,钱从哪里来,一条腿是投资,也就是钱向哪里去。腾讯是个疯狂的投资者,这么多年的利润基本都拿去投生态了。由于其自身的互联网基础设施-微信,使其投资有巨大协同效应,进而能够衍生出一个勃勃生机的互联网大陆。一、核心价值-社交用户微信活跃用户量12.51亿,继续保持增长。虽仅增长3.8%,但用户量饱和的前提下,只要看不到明显下降,就是金矿不倒。二、投资业务2021年6月30日,于上市公司投资的公允价值为1.45万亿,较2021年3月31日1.36万亿上涨837亿!这无疑是个有点出乎意料的好消息,因为大家都预期亏损的。但我们也知道,真正该担忧的还是现在,中概股的暴跌是在7月和8月。为此我粗略的计算了下截止今日8月18日的投资公允价值。以上表格为毛估,主要可能有两点误差:1投资比例有变化,2投资公司有新增市值较大的没有统计在内。投资截止今天的资产情况,持仓总市值1.3万亿相较于2021年2月初1.94万亿,下降了6000亿,下降30%。腾讯系参股公司市值从10.7万亿下降到7.1万亿,互联网价值回落了很多。三、五大经营业务经营业务的分类,在报表中只有四类,我个人的分类纯粹是觉得更容易区分。经营业务单季度仍旧维持20%增长,但增速显然已经小于之前年份27%左右的增速。收入端增速还可以,那么利润端呢?净利润扣除投资收益(其他收益净额)后更能体现经营利润,由此我们计算出2021年第二季度扣除其他收益净额的净利润为218亿,2020年同期为245亿,2021年业务利润第二季度","images":[{"img":"https://static.tigerbbs.com/57024a43b7a73d2258ab9256d3e1b900","width":"1442","height":"442"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831828037","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876772066,"gmtCreate":1637370571705,"gmtModify":1637370571831,"author":{"id":"3586431276580857","authorId":"3586431276580857","name":"Tanwilliam","avatar":"https://static.tigerbbs.com/a15839fa92c1a982981bb380156d5802","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586431276580857","authorIdStr":"3586431276580857"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876772066","repostId":"837823008","repostType":1,"repost":{"id":837823008,"gmtCreate":1629876051604,"gmtModify":1629879821746,"author":{"id":"3495188029450948","authorId":"3495188029450948","name":"股海彦祖","avatar":"https://static.tigerbbs.com/8fcb2d91d6b43235bf0f94d3c6e486a3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495188029450948","authorIdStr":"3495188029450948"},"themes":[],"title":"珍惜38块的蔚来","htmlText":"ENTS - OOHYO,习惯了网抑云动不动成千上万的评论,同样的歌换成企鹅音乐才小几十条评论,有点不适应。感觉企鹅和网抑云的用户习惯真的挺不一样,可能网抑云偏小众,企鹅偏大众?欢迎关注同名微信公众号 - 没钱没闲。记得之前<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 车闹,是4月那会开始的,从车展车顶维权,到陶琳言论惹怒大众,到机关大院禁止Tesla汽车入内,前后闹了应该有3个月吧?我在616和559的时候分别抄了2次底,当时600不到时还劝同事买过(非常不推荐这种行为,虽然人家也没听吧。。。)怎么说呢,在我心中Tesla属于改变世界的伟大公司,当然公司发展肯定不会是一帆风顺的,但每次因为挫折导致的股价大幅下挫,都是给人们上车机会。这话肯定很多人不以为然,觉得我精神股东,恰恰相反,我是处于纯粹自私的目的才这么说,因为长期投资者梦想的就是靠买入伟大公司的股票而实现财富自由。我不粉特斯拉,也不粉一龙马斯克,我只是粉我认为的伟大公司而已。回到眼下,8月14日一辆<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> ES8发生事故,车主当场死亡。再之前一辆EC6撞上路墩起火,同样造成车主死亡。连续的死亡事故、出事当时开启辅助驾驶、家属状告蔚来删除数据、猪队友车主声明等等事件,把蔚来也推到了同之前Tesla类似的舆论风口浪尖上,股价也一蹶不振。具体事实留给交警去调查公布,谁对谁错也不讨论。理性来看,事件短期内可能影响蔚来销量,影响蔚来声誉;但长期来看,就是攀登高峰路途上的一块大一点的石头而已。新能源发展注定是极其坎坷的,很多事情在做成之前,都有无数人认为这事做不成,对蔚来也是。比如蔚来的换电技术和换电站建设,还在PPT","listText":"ENTS - OOHYO,习惯了网抑云动不动成千上万的评论,同样的歌换成企鹅音乐才小几十条评论,有点不适应。感觉企鹅和网抑云的用户习惯真的挺不一样,可能网抑云偏小众,企鹅偏大众?欢迎关注同名微信公众号 - 没钱没闲。记得之前<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 车闹,是4月那会开始的,从车展车顶维权,到陶琳言论惹怒大众,到机关大院禁止Tesla汽车入内,前后闹了应该有3个月吧?我在616和559的时候分别抄了2次底,当时600不到时还劝同事买过(非常不推荐这种行为,虽然人家也没听吧。。。)怎么说呢,在我心中Tesla属于改变世界的伟大公司,当然公司发展肯定不会是一帆风顺的,但每次因为挫折导致的股价大幅下挫,都是给人们上车机会。这话肯定很多人不以为然,觉得我精神股东,恰恰相反,我是处于纯粹自私的目的才这么说,因为长期投资者梦想的就是靠买入伟大公司的股票而实现财富自由。我不粉特斯拉,也不粉一龙马斯克,我只是粉我认为的伟大公司而已。回到眼下,8月14日一辆<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> ES8发生事故,车主当场死亡。再之前一辆EC6撞上路墩起火,同样造成车主死亡。连续的死亡事故、出事当时开启辅助驾驶、家属状告蔚来删除数据、猪队友车主声明等等事件,把蔚来也推到了同之前Tesla类似的舆论风口浪尖上,股价也一蹶不振。具体事实留给交警去调查公布,谁对谁错也不讨论。理性来看,事件短期内可能影响蔚来销量,影响蔚来声誉;但长期来看,就是攀登高峰路途上的一块大一点的石头而已。新能源发展注定是极其坎坷的,很多事情在做成之前,都有无数人认为这事做不成,对蔚来也是。比如蔚来的换电技术和换电站建设,还在PPT","text":"ENTS - OOHYO,习惯了网抑云动不动成千上万的评论,同样的歌换成企鹅音乐才小几十条评论,有点不适应。感觉企鹅和网抑云的用户习惯真的挺不一样,可能网抑云偏小众,企鹅偏大众?欢迎关注同名微信公众号 - 没钱没闲。记得之前$特斯拉(TSLA)$ 车闹,是4月那会开始的,从车展车顶维权,到陶琳言论惹怒大众,到机关大院禁止Tesla汽车入内,前后闹了应该有3个月吧?我在616和559的时候分别抄了2次底,当时600不到时还劝同事买过(非常不推荐这种行为,虽然人家也没听吧。。。)怎么说呢,在我心中Tesla属于改变世界的伟大公司,当然公司发展肯定不会是一帆风顺的,但每次因为挫折导致的股价大幅下挫,都是给人们上车机会。这话肯定很多人不以为然,觉得我精神股东,恰恰相反,我是处于纯粹自私的目的才这么说,因为长期投资者梦想的就是靠买入伟大公司的股票而实现财富自由。我不粉特斯拉,也不粉一龙马斯克,我只是粉我认为的伟大公司而已。回到眼下,8月14日一辆$蔚来(NIO)$ ES8发生事故,车主当场死亡。再之前一辆EC6撞上路墩起火,同样造成车主死亡。连续的死亡事故、出事当时开启辅助驾驶、家属状告蔚来删除数据、猪队友车主声明等等事件,把蔚来也推到了同之前Tesla类似的舆论风口浪尖上,股价也一蹶不振。具体事实留给交警去调查公布,谁对谁错也不讨论。理性来看,事件短期内可能影响蔚来销量,影响蔚来声誉;但长期来看,就是攀登高峰路途上的一块大一点的石头而已。新能源发展注定是极其坎坷的,很多事情在做成之前,都有无数人认为这事做不成,对蔚来也是。比如蔚来的换电技术和换电站建设,还在PPT","images":[{"img":"https://static.tigerbbs.com/2d5c2d5b60a812ce1bc14f151cd30e7d"},{"img":"https://static.tigerbbs.com/0e4440949a8e3ee3589ff6ca0a5bcad3"},{"img":"https://static.tigerbbs.com/ef322625ba78fba3e48b9a66a1cc26a8"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837823008","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857714770,"gmtCreate":1635560462049,"gmtModify":1635560462049,"author":{"id":"3586431276580857","authorId":"3586431276580857","name":"Tanwilliam","avatar":"https://static.tigerbbs.com/a15839fa92c1a982981bb380156d5802","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586431276580857","authorIdStr":"3586431276580857"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/857714770","repostId":"2179424781","repostType":4,"isVote":1,"tweetType":1,"viewCount":815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852078937,"gmtCreate":1635228961255,"gmtModify":1635228996143,"author":{"id":"3586431276580857","authorId":"3586431276580857","name":"Tanwilliam","avatar":"https://static.tigerbbs.com/a15839fa92c1a982981bb380156d5802","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586431276580857","authorIdStr":"3586431276580857"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/852078937","repostId":"2177412181","repostType":4,"repost":{"id":"2177412181","kind":"highlight","pubTimestamp":1635219132,"share":"https://www.laohu8.com/m/news/2177412181?lang=&edition=full","pubTime":"2021-10-26 11:32","market":"us","language":"en","title":"AMD earnings look to again succeed where Intel disappointed","url":"https://stock-news.laohu8.com/highlight/detail?id=2177412181","media":"MarketWatch","summary":"AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analy","content":"<p>AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30ec3c9220844c561016f0de86f86f52\" tg-width=\"699\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Advanced Micro Devices Inc.’s growing series of Epyc server chips has been the talk of Wall Street in recent quarters, but that may switch to gross margins in this quarter’s earnings report.</span></p>\n<p>Advanced Micro Devices Inc. is set to follow yet another rough earnings report from Intel Corp., and once again could show gains in an area that caused pain for its larger rival.</p>\n<p>AMD is scheduled to report third-quarter earnings on Tuesday after the close of markets, after Intel reported an earnings beat Thursday that hardly mattered as revenue came in light. More important to analysts was Intel's forecast for declining margins over the next few years as its chief executive doubles down on new manufacturing capacity to try to retake its former glory as the undisputed chip leader.</p>\n<p>That led to downgrades on Friday and Intel's worst one-day performance since the chip leader said it was going to delay its next generation of chips, an announcement that had fired up even more investor support for AMD back then.</p>\n<p>Bernstein analyst Stacy Rasgon, who has a market perform rating on AMD and a $110 price target, said AMD will continue to benefit from Intel's transition, and called attention to an AMD metric that was one of enormous concern during Intel's call: Gross margins.</p>\n<p>\"We believe Street gross margin estimates appear unaggressive going forward (which is not something we have typically said for AMD), and the company is now (for the first time ever) starting to return cash,\" Rasgon said.</p>\n<p>That underscores another show of how Intel and AMD are transitioning with respect to one another: Analysts on the Intel call were very concerned that Intel's margins were falling despite company assurances they would stay just above 50% for the next few years. Meanwhile, AMD gross margins have been rising, and are likely to break above 50%, if not in this earnings report, then sometime soon. Three months ago, AMD reported gross margins of 48%, up from 44% in the previous year.</p>\n<p>While AMD is referred to as Intel's \"smaller rival,\" that gap has been steadily closing for a while now. At Friday's close, AMD had a market cap of $145.34 billion, or nearly 73% of Intel's $200.66 billion. Just this past summer, AMD's $111.5 billion valuation was a little more than half Intel's $219.5 billion cap.</p>\n<p>One other are to look at will be data-center sales, as finally swung to a gain in that important segment in the quarter. Over the past two quarters, Intel has posted significant year-over-year declines in the increasingly important category, while AMD has more than doubled its sales. That raises the question whether Intel clawed back some market share, or whether data-center sales were just generally better all around, which AMD's report could answer.</p>\n<p><b>What to expect</b></p>\n<p><b>Earnings: </b>Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 66 cents a share, up from 41 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 72 cents a share.</p>\n<p><b>Revenue:</b> Of the 32 analysts polled by FactSet, AMD, on average, is expected to post revenue of $4.11 billion, up from the $2.8 billion reported in the year-ago quarter. AMD had forecast $4 billion to $4.2 billion. Estimize expects revenue of $4.22 billion.</p>\n<p><b>Stock movement:</b> While AMD earnings and sales have both topped Wall Street estimates over the past five quarterly reports, but shares only gained the next day twice, about three months ago and when the stock popped nearly 13% five quarters ago.</p>\n<p>AMD shares rose 9.6% in the third quarter. In contrast, the PHLX Semiconductor Index declined 2.6%, the S&P 500 index rose 0.2%, and the tech-heavy Nasdaq Composite Index declined 0.4%. On Friday, the day after Intel's report, AMD shares closed at a record high of $119.82.</p>\n<p><b>What analysts are saying</b></p>\n<p>Cowen analyst Matthew Ramsay, who has an outperform rating and a $120 price target on AMD, said he's \"lookin' for more of the same.\"</p>\n<p>\"We continue to monitor the PC market for signs of demand slowing or supply improving,\" Ramsay said. \"Near-term, we see resilient demand outside Chromebooks, but prefer a prudent/agnostic view on 2022 like AMD took on its last call.\"</p>\n<p>Earlier in the month, research firms released data showing that pandemic-fueled growth in PC shipments had slowed considerably as the world not only wrestles with a chip shortage but overall supply-chain issues.</p>\n<p>On data-center sales, Ramsay is even more optimistic estimating that segment will account for more than 25% of sales compared with less than 20% a year ago.</p>\n<p>\"We believe datacenter passing a quarter of AMD's business could draw investor attention,\" Ramsay said. \"We remind investors that the most important business for AMD remains datacenter, which we estimate doubled in 2020, with CEO Lisa Su noting she sees the business momentum accelerating in 2021.\"</p>\n<p>Susquehanna Financial analyst Christopher Rolland, who has a positive rating and a $130 price target on AMD, said he expects another solid quarter driven by enterprise and server sales, but that \"given the slowing PC market, we do not expect mgmt to raise their FY top-line guidance as they have done in numerous updates over the last year.\"</p>\n<p>Still, Rolland expects AMD to report share gains from Intel in both desktop and laptop PCs as well as enterprise and gaming PCs.</p>\n<p>Of the 39 analysts who cover AMD, 23 have buy or overweight ratings, and 16 have hold ratings, with an average price target of $117.55.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD earnings look to again succeed where Intel disappointed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-26 11:32 GMT+8 <a href=https://www.marketwatch.com/story/amd-earnings-look-to-again-succeed-where-intel-disappointed-11634942264?mod=mw_quote_news><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink\nAdvanced Micro Devices Inc...</p>\n\n<a href=\"https://www.marketwatch.com/story/amd-earnings-look-to-again-succeed-where-intel-disappointed-11634942264?mod=mw_quote_news\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.marketwatch.com/story/amd-earnings-look-to-again-succeed-where-intel-disappointed-11634942264?mod=mw_quote_news","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177412181","content_text":"AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink\nAdvanced Micro Devices Inc.’s growing series of Epyc server chips has been the talk of Wall Street in recent quarters, but that may switch to gross margins in this quarter’s earnings report.\nAdvanced Micro Devices Inc. is set to follow yet another rough earnings report from Intel Corp., and once again could show gains in an area that caused pain for its larger rival.\nAMD is scheduled to report third-quarter earnings on Tuesday after the close of markets, after Intel reported an earnings beat Thursday that hardly mattered as revenue came in light. More important to analysts was Intel's forecast for declining margins over the next few years as its chief executive doubles down on new manufacturing capacity to try to retake its former glory as the undisputed chip leader.\nThat led to downgrades on Friday and Intel's worst one-day performance since the chip leader said it was going to delay its next generation of chips, an announcement that had fired up even more investor support for AMD back then.\nBernstein analyst Stacy Rasgon, who has a market perform rating on AMD and a $110 price target, said AMD will continue to benefit from Intel's transition, and called attention to an AMD metric that was one of enormous concern during Intel's call: Gross margins.\n\"We believe Street gross margin estimates appear unaggressive going forward (which is not something we have typically said for AMD), and the company is now (for the first time ever) starting to return cash,\" Rasgon said.\nThat underscores another show of how Intel and AMD are transitioning with respect to one another: Analysts on the Intel call were very concerned that Intel's margins were falling despite company assurances they would stay just above 50% for the next few years. Meanwhile, AMD gross margins have been rising, and are likely to break above 50%, if not in this earnings report, then sometime soon. Three months ago, AMD reported gross margins of 48%, up from 44% in the previous year.\nWhile AMD is referred to as Intel's \"smaller rival,\" that gap has been steadily closing for a while now. At Friday's close, AMD had a market cap of $145.34 billion, or nearly 73% of Intel's $200.66 billion. Just this past summer, AMD's $111.5 billion valuation was a little more than half Intel's $219.5 billion cap.\nOne other are to look at will be data-center sales, as finally swung to a gain in that important segment in the quarter. Over the past two quarters, Intel has posted significant year-over-year declines in the increasingly important category, while AMD has more than doubled its sales. That raises the question whether Intel clawed back some market share, or whether data-center sales were just generally better all around, which AMD's report could answer.\nWhat to expect\nEarnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 66 cents a share, up from 41 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 72 cents a share.\nRevenue: Of the 32 analysts polled by FactSet, AMD, on average, is expected to post revenue of $4.11 billion, up from the $2.8 billion reported in the year-ago quarter. AMD had forecast $4 billion to $4.2 billion. Estimize expects revenue of $4.22 billion.\nStock movement: While AMD earnings and sales have both topped Wall Street estimates over the past five quarterly reports, but shares only gained the next day twice, about three months ago and when the stock popped nearly 13% five quarters ago.\nAMD shares rose 9.6% in the third quarter. In contrast, the PHLX Semiconductor Index declined 2.6%, the S&P 500 index rose 0.2%, and the tech-heavy Nasdaq Composite Index declined 0.4%. On Friday, the day after Intel's report, AMD shares closed at a record high of $119.82.\nWhat analysts are saying\nCowen analyst Matthew Ramsay, who has an outperform rating and a $120 price target on AMD, said he's \"lookin' for more of the same.\"\n\"We continue to monitor the PC market for signs of demand slowing or supply improving,\" Ramsay said. \"Near-term, we see resilient demand outside Chromebooks, but prefer a prudent/agnostic view on 2022 like AMD took on its last call.\"\nEarlier in the month, research firms released data showing that pandemic-fueled growth in PC shipments had slowed considerably as the world not only wrestles with a chip shortage but overall supply-chain issues.\nOn data-center sales, Ramsay is even more optimistic estimating that segment will account for more than 25% of sales compared with less than 20% a year ago.\n\"We believe datacenter passing a quarter of AMD's business could draw investor attention,\" Ramsay said. \"We remind investors that the most important business for AMD remains datacenter, which we estimate doubled in 2020, with CEO Lisa Su noting she sees the business momentum accelerating in 2021.\"\nSusquehanna Financial analyst Christopher Rolland, who has a positive rating and a $130 price target on AMD, said he expects another solid quarter driven by enterprise and server sales, but that \"given the slowing PC market, we do not expect mgmt to raise their FY top-line guidance as they have done in numerous updates over the last year.\"\nStill, Rolland expects AMD to report share gains from Intel in both desktop and laptop PCs as well as enterprise and gaming PCs.\nOf the 39 analysts who cover AMD, 23 have buy or overweight ratings, and 16 have hold ratings, with an average price target of $117.55.","news_type":1},"isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853609346,"gmtCreate":1634794785310,"gmtModify":1634794785423,"author":{"id":"3586431276580857","authorId":"3586431276580857","name":"Tanwilliam","avatar":"https://static.tigerbbs.com/a15839fa92c1a982981bb380156d5802","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586431276580857","authorIdStr":"3586431276580857"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853609346","repostId":"859145591","repostType":1,"repost":{"id":859145591,"gmtCreate":1634683628586,"gmtModify":1634708578733,"author":{"id":"3562206499105387","authorId":"3562206499105387","name":"CY_Ng","avatar":"https://static.tigerbbs.com/eba016392472f02387b5ae5505dbc524","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562206499105387","authorIdStr":"3562206499105387"},"themes":[],"title":"Shopee going into Spain market","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> SEA limited e-commerce shopping platform - Shopee continue to expand into new county - Spain.Shopee is now active in 13 countries across Asia, South-America and, most recently, Europe. The marketplace is quickly gaining territory in the European market. Its entrance into Spain closely follows a launch in Poland last month. In September headlines also reported a recruitment campaign for a new branch in India. And so, Shopee is expanding globally at an incredibly fast pace.We can see that Shopee have setup their Shopee_es account in spanish language. about 10 days time, they have 15 post on their instagram account and about 300+ follower. Although I don't understand spanish, but from the video and also google trans","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> SEA limited e-commerce shopping platform - Shopee continue to expand into new county - Spain.Shopee is now active in 13 countries across Asia, South-America and, most recently, Europe. The marketplace is quickly gaining territory in the European market. Its entrance into Spain closely follows a launch in Poland last month. In September headlines also reported a recruitment campaign for a new branch in India. And so, Shopee is expanding globally at an incredibly fast pace.We can see that Shopee have setup their Shopee_es account in spanish language. about 10 days time, they have 15 post on their instagram account and about 300+ follower. Although I don't understand spanish, but from the video and also google trans","text":"$Sea Ltd(SE)$ SEA limited e-commerce shopping platform - Shopee continue to expand into new county - Spain.Shopee is now active in 13 countries across Asia, South-America and, most recently, Europe. The marketplace is quickly gaining territory in the European market. Its entrance into Spain closely follows a launch in Poland last month. In September headlines also reported a recruitment campaign for a new branch in India. And so, Shopee is expanding globally at an incredibly fast pace.We can see that Shopee have setup their Shopee_es account in spanish language. about 10 days time, they have 15 post on their instagram account and about 300+ follower. Although I don't understand spanish, but from the video and also google trans","images":[{"img":"https://static.tigerbbs.com/37ac7fd3c32db0390b328db641bc5111","width":"1211","height":"885"},{"img":"https://static.tigerbbs.com/abf64495ef1e00242e980d63bbd3975b","width":"1158","height":"753"},{"img":"https://static.tigerbbs.com/183402f9b8368bee64c82d578c01af1a","width":"1013","height":"753"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859145591","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859880136,"gmtCreate":1634686969505,"gmtModify":1634686969661,"author":{"id":"3586431276580857","authorId":"3586431276580857","name":"Tanwilliam","avatar":"https://static.tigerbbs.com/a15839fa92c1a982981bb380156d5802","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586431276580857","authorIdStr":"3586431276580857"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859880136","repostId":"827459500","repostType":1,"repost":{"id":827459500,"gmtCreate":1634518873933,"gmtModify":1744960744129,"author":{"id":"3562206499105387","authorId":"3562206499105387","name":"CY_Ng","avatar":"https://static.tigerbbs.com/eba016392472f02387b5ae5505dbc524","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562206499105387","authorIdStr":"3562206499105387"},"themes":[],"title":"游戏业被打压 - 对腾讯有什么影响?","htmlText":"最近几个月,中国政府对游戏业务开始了监控而退出了一些新规则,比如规定18岁以下青少年平日禁止玩电玩只在周末五六日,晚上八点到九点间可以玩游戏一小时。虽然18岁以下的青少年只占公司营业额少过5%,但个人认为会大大减少游戏里的人流量。游戏人流量如果减少,可能会影响其他玩家体验。 中国最近也吧游戏上线批准延迟,原因是因为执行更严格的游戏审查标准。审查包括到底游戏有么有违反中国法律,有没有泄露国家机密,游戏里有没有宣扬迷信,散播暴力或者赌博。如果在游戏里鼓吹杀人或者有同性恋内容,很大可能会被审查或者禁止。所有要上线的游戏都需要经过政府筛选和批准。这会导致游戏上线延迟而影响到游戏公司营业额。这些新规则和游戏上线延迟,到底会对腾讯游戏业务有什么影响?游戏延迟上线肯定影响到游戏公司营业额包括腾。这导致了腾讯股价出现卖压而下跌。其实这些管控并不是第一次发生,早在2018年就已经有这些管控了,当时政府也是执行更严格的游戏审查导致延迟游戏上线。身为投资者其实并不需要过度反应这点而把股票抛售,因为游戏上线延迟而不是永久禁止,只要游戏公司跟着国家法律推出不违规的游戏,这些游戏迟早会被批准上线的。以下就是腾讯其中一个很出名的游戏 League of Legends 批准上线。但因为更严格的审查和规则,在长期里会导致公司营业额增速减缓。为什么呢?这是因为某些规则禁止好像不可以有太血腥的画面,游戏里的人物造型不可以类似某些样子,这会导致游戏缺乏创新或者没新点子吸引玩家。当游戏不再那么吸引,玩家就会减短玩游戏时间。当玩游戏时间减少,同一时间花费也会减少在好像在游戏里买武器,换服装等。所以在长期里游戏增长速度会比以前放缓。我觉得这些因素并不会对现在中国影响最火热的几个游戏比如王者荣耀,英雄联盟等太多。因为这些游戏并不会违反国家政策。这些游戏会继续有大量玩家,而玩家会继续消费,虽然未来增速放缓,但其","listText":"最近几个月,中国政府对游戏业务开始了监控而退出了一些新规则,比如规定18岁以下青少年平日禁止玩电玩只在周末五六日,晚上八点到九点间可以玩游戏一小时。虽然18岁以下的青少年只占公司营业额少过5%,但个人认为会大大减少游戏里的人流量。游戏人流量如果减少,可能会影响其他玩家体验。 中国最近也吧游戏上线批准延迟,原因是因为执行更严格的游戏审查标准。审查包括到底游戏有么有违反中国法律,有没有泄露国家机密,游戏里有没有宣扬迷信,散播暴力或者赌博。如果在游戏里鼓吹杀人或者有同性恋内容,很大可能会被审查或者禁止。所有要上线的游戏都需要经过政府筛选和批准。这会导致游戏上线延迟而影响到游戏公司营业额。这些新规则和游戏上线延迟,到底会对腾讯游戏业务有什么影响?游戏延迟上线肯定影响到游戏公司营业额包括腾。这导致了腾讯股价出现卖压而下跌。其实这些管控并不是第一次发生,早在2018年就已经有这些管控了,当时政府也是执行更严格的游戏审查导致延迟游戏上线。身为投资者其实并不需要过度反应这点而把股票抛售,因为游戏上线延迟而不是永久禁止,只要游戏公司跟着国家法律推出不违规的游戏,这些游戏迟早会被批准上线的。以下就是腾讯其中一个很出名的游戏 League of Legends 批准上线。但因为更严格的审查和规则,在长期里会导致公司营业额增速减缓。为什么呢?这是因为某些规则禁止好像不可以有太血腥的画面,游戏里的人物造型不可以类似某些样子,这会导致游戏缺乏创新或者没新点子吸引玩家。当游戏不再那么吸引,玩家就会减短玩游戏时间。当玩游戏时间减少,同一时间花费也会减少在好像在游戏里买武器,换服装等。所以在长期里游戏增长速度会比以前放缓。我觉得这些因素并不会对现在中国影响最火热的几个游戏比如王者荣耀,英雄联盟等太多。因为这些游戏并不会违反国家政策。这些游戏会继续有大量玩家,而玩家会继续消费,虽然未来增速放缓,但其","text":"最近几个月,中国政府对游戏业务开始了监控而退出了一些新规则,比如规定18岁以下青少年平日禁止玩电玩只在周末五六日,晚上八点到九点间可以玩游戏一小时。虽然18岁以下的青少年只占公司营业额少过5%,但个人认为会大大减少游戏里的人流量。游戏人流量如果减少,可能会影响其他玩家体验。 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批准上线。但因为更严格的审查和规则,在长期里会导致公司营业额增速减缓。为什么呢?这是因为某些规则禁止好像不可以有太血腥的画面,游戏里的人物造型不可以类似某些样子,这会导致游戏缺乏创新或者没新点子吸引玩家。当游戏不再那么吸引,玩家就会减短玩游戏时间。当玩游戏时间减少,同一时间花费也会减少在好像在游戏里买武器,换服装等。所以在长期里游戏增长速度会比以前放缓。我觉得这些因素并不会对现在中国影响最火热的几个游戏比如王者荣耀,英雄联盟等太多。因为这些游戏并不会违反国家政策。这些游戏会继续有大量玩家,而玩家会继续消费,虽然未来增速放缓,但其","images":[{"img":"https://static.tigerbbs.com/6da4ff41462a1e97c2caef1e7d3a904a","width":"1450","height":"910"},{"img":"https://static.tigerbbs.com/0550db496eb2b1ab8dfdbc02680640d4","width":"872","height":"490"},{"img":"https://static.tigerbbs.com/ff16475df32e9873f98a6ad83520845b","width":"1326","height":"569"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/827459500","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859817426,"gmtCreate":1634686937736,"gmtModify":1634686937839,"author":{"id":"3586431276580857","authorId":"3586431276580857","name":"Tanwilliam","avatar":"https://static.tigerbbs.com/a15839fa92c1a982981bb380156d5802","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586431276580857","authorIdStr":"3586431276580857"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/859817426","repostId":"2176104937","repostType":4,"isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827702081,"gmtCreate":1634521101754,"gmtModify":1634521101862,"author":{"id":"3586431276580857","authorId":"3586431276580857","name":"Tanwilliam","avatar":"https://static.tigerbbs.com/a15839fa92c1a982981bb380156d5802","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586431276580857","authorIdStr":"3586431276580857"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/827702081","repostId":"1186083850","repostType":4,"isVote":1,"tweetType":1,"viewCount":629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822321190,"gmtCreate":1634093146847,"gmtModify":1634093146988,"author":{"id":"3586431276580857","authorId":"3586431276580857","name":"Tanwilliam","avatar":"https://static.tigerbbs.com/a15839fa92c1a982981bb380156d5802","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586431276580857","authorIdStr":"3586431276580857"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/822321190","repostId":"2175515839","repostType":4,"isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826697252,"gmtCreate":1634010228806,"gmtModify":1634010228861,"author":{"id":"3586431276580857","authorId":"3586431276580857","name":"Tanwilliam","avatar":"https://static.tigerbbs.com/a15839fa92c1a982981bb380156d5802","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586431276580857","authorIdStr":"3586431276580857"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826697252","repostId":"820863094","repostType":1,"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826694924,"gmtCreate":1634010133686,"gmtModify":1634010133686,"author":{"id":"3586431276580857","authorId":"3586431276580857","name":"Tanwilliam","avatar":"https://static.tigerbbs.com/a15839fa92c1a982981bb380156d5802","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586431276580857","authorIdStr":"3586431276580857"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826694924","repostId":"826034306","repostType":1,"repost":{"id":826034306,"gmtCreate":1633957217467,"gmtModify":1633957217467,"author":{"id":"3439778424152374","authorId":"3439778424152374","name":"hedgefund888","avatar":"https://static.tigerbbs.com/32c46c16b05f197541a984dabe4e820b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3439778424152374","authorIdStr":"3439778424152374"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CCXI\">$ChemoCentryx(CCXI)$</a>今日人工智能推荐的裸卖put策略之股票<a href=\"https://laohu8.com/S/AVIR\">$Atea Pharmaceuticals, Inc.(AVIR)$</a><a href=\"https://laohu8.com/S/HUT\">$Hut 8 Mining Corp(HUT)$</a><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>","listText":"<a href=\"https://laohu8.com/S/CCXI\">$ChemoCentryx(CCXI)$</a>今日人工智能推荐的裸卖put策略之股票<a href=\"https://laohu8.com/S/AVIR\">$Atea Pharmaceuticals, Inc.(AVIR)$</a><a href=\"https://laohu8.com/S/HUT\">$Hut 8 Mining Corp(HUT)$</a><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>","text":"$ChemoCentryx(CCXI)$今日人工智能推荐的裸卖put策略之股票$Atea Pharmaceuticals, Inc.(AVIR)$$Hut 8 Mining Corp(HUT)$$英伟达(NVDA)$$苹果(AAPL)$","images":[{"img":"https://static.tigerbbs.com/1a0561fb9fb50aef7d016aa0acb740e3","width":"1374","height":"670"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826034306","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":173044890,"gmtCreate":1626590863110,"gmtModify":1633925604863,"author":{"id":"3586431276580857","authorId":"3586431276580857","name":"Tanwilliam","avatar":"https://static.tigerbbs.com/a15839fa92c1a982981bb380156d5802","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586431276580857","authorIdStr":"3586431276580857"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173044890","repostId":"2152689084","repostType":4,"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173045744,"gmtCreate":1626590818488,"gmtModify":1633925605223,"author":{"id":"3586431276580857","authorId":"3586431276580857","name":"Tanwilliam","avatar":"https://static.tigerbbs.com/a15839fa92c1a982981bb380156d5802","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586431276580857","authorIdStr":"3586431276580857"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173045744","repostId":"2152368129","repostType":4,"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":859817426,"gmtCreate":1634686937736,"gmtModify":1634686937839,"author":{"id":"3586431276580857","authorId":"3586431276580857","name":"Tanwilliam","avatar":"https://static.tigerbbs.com/a15839fa92c1a982981bb380156d5802","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586431276580857","authorIdStr":"3586431276580857"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/859817426","repostId":"2176104937","repostType":4,"isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857714770,"gmtCreate":1635560462049,"gmtModify":1635560462049,"author":{"id":"3586431276580857","authorId":"3586431276580857","name":"Tanwilliam","avatar":"https://static.tigerbbs.com/a15839fa92c1a982981bb380156d5802","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586431276580857","authorIdStr":"3586431276580857"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/857714770","repostId":"2179424781","repostType":4,"isVote":1,"tweetType":1,"viewCount":815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852078937,"gmtCreate":1635228961255,"gmtModify":1635228996143,"author":{"id":"3586431276580857","authorId":"3586431276580857","name":"Tanwilliam","avatar":"https://static.tigerbbs.com/a15839fa92c1a982981bb380156d5802","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586431276580857","authorIdStr":"3586431276580857"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/852078937","repostId":"2177412181","repostType":4,"repost":{"id":"2177412181","kind":"highlight","pubTimestamp":1635219132,"share":"https://www.laohu8.com/m/news/2177412181?lang=&edition=full","pubTime":"2021-10-26 11:32","market":"us","language":"en","title":"AMD earnings look to again succeed where Intel disappointed","url":"https://stock-news.laohu8.com/highlight/detail?id=2177412181","media":"MarketWatch","summary":"AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analy","content":"<p>AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30ec3c9220844c561016f0de86f86f52\" tg-width=\"699\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Advanced Micro Devices Inc.’s growing series of Epyc server chips has been the talk of Wall Street in recent quarters, but that may switch to gross margins in this quarter’s earnings report.</span></p>\n<p>Advanced Micro Devices Inc. is set to follow yet another rough earnings report from Intel Corp., and once again could show gains in an area that caused pain for its larger rival.</p>\n<p>AMD is scheduled to report third-quarter earnings on Tuesday after the close of markets, after Intel reported an earnings beat Thursday that hardly mattered as revenue came in light. More important to analysts was Intel's forecast for declining margins over the next few years as its chief executive doubles down on new manufacturing capacity to try to retake its former glory as the undisputed chip leader.</p>\n<p>That led to downgrades on Friday and Intel's worst one-day performance since the chip leader said it was going to delay its next generation of chips, an announcement that had fired up even more investor support for AMD back then.</p>\n<p>Bernstein analyst Stacy Rasgon, who has a market perform rating on AMD and a $110 price target, said AMD will continue to benefit from Intel's transition, and called attention to an AMD metric that was one of enormous concern during Intel's call: Gross margins.</p>\n<p>\"We believe Street gross margin estimates appear unaggressive going forward (which is not something we have typically said for AMD), and the company is now (for the first time ever) starting to return cash,\" Rasgon said.</p>\n<p>That underscores another show of how Intel and AMD are transitioning with respect to one another: Analysts on the Intel call were very concerned that Intel's margins were falling despite company assurances they would stay just above 50% for the next few years. Meanwhile, AMD gross margins have been rising, and are likely to break above 50%, if not in this earnings report, then sometime soon. Three months ago, AMD reported gross margins of 48%, up from 44% in the previous year.</p>\n<p>While AMD is referred to as Intel's \"smaller rival,\" that gap has been steadily closing for a while now. At Friday's close, AMD had a market cap of $145.34 billion, or nearly 73% of Intel's $200.66 billion. Just this past summer, AMD's $111.5 billion valuation was a little more than half Intel's $219.5 billion cap.</p>\n<p>One other are to look at will be data-center sales, as finally swung to a gain in that important segment in the quarter. Over the past two quarters, Intel has posted significant year-over-year declines in the increasingly important category, while AMD has more than doubled its sales. That raises the question whether Intel clawed back some market share, or whether data-center sales were just generally better all around, which AMD's report could answer.</p>\n<p><b>What to expect</b></p>\n<p><b>Earnings: </b>Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 66 cents a share, up from 41 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 72 cents a share.</p>\n<p><b>Revenue:</b> Of the 32 analysts polled by FactSet, AMD, on average, is expected to post revenue of $4.11 billion, up from the $2.8 billion reported in the year-ago quarter. AMD had forecast $4 billion to $4.2 billion. Estimize expects revenue of $4.22 billion.</p>\n<p><b>Stock movement:</b> While AMD earnings and sales have both topped Wall Street estimates over the past five quarterly reports, but shares only gained the next day twice, about three months ago and when the stock popped nearly 13% five quarters ago.</p>\n<p>AMD shares rose 9.6% in the third quarter. In contrast, the PHLX Semiconductor Index declined 2.6%, the S&P 500 index rose 0.2%, and the tech-heavy Nasdaq Composite Index declined 0.4%. On Friday, the day after Intel's report, AMD shares closed at a record high of $119.82.</p>\n<p><b>What analysts are saying</b></p>\n<p>Cowen analyst Matthew Ramsay, who has an outperform rating and a $120 price target on AMD, said he's \"lookin' for more of the same.\"</p>\n<p>\"We continue to monitor the PC market for signs of demand slowing or supply improving,\" Ramsay said. \"Near-term, we see resilient demand outside Chromebooks, but prefer a prudent/agnostic view on 2022 like AMD took on its last call.\"</p>\n<p>Earlier in the month, research firms released data showing that pandemic-fueled growth in PC shipments had slowed considerably as the world not only wrestles with a chip shortage but overall supply-chain issues.</p>\n<p>On data-center sales, Ramsay is even more optimistic estimating that segment will account for more than 25% of sales compared with less than 20% a year ago.</p>\n<p>\"We believe datacenter passing a quarter of AMD's business could draw investor attention,\" Ramsay said. \"We remind investors that the most important business for AMD remains datacenter, which we estimate doubled in 2020, with CEO Lisa Su noting she sees the business momentum accelerating in 2021.\"</p>\n<p>Susquehanna Financial analyst Christopher Rolland, who has a positive rating and a $130 price target on AMD, said he expects another solid quarter driven by enterprise and server sales, but that \"given the slowing PC market, we do not expect mgmt to raise their FY top-line guidance as they have done in numerous updates over the last year.\"</p>\n<p>Still, Rolland expects AMD to report share gains from Intel in both desktop and laptop PCs as well as enterprise and gaming PCs.</p>\n<p>Of the 39 analysts who cover AMD, 23 have buy or overweight ratings, and 16 have hold ratings, with an average price target of $117.55.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD earnings look to again succeed where Intel disappointed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-26 11:32 GMT+8 <a href=https://www.marketwatch.com/story/amd-earnings-look-to-again-succeed-where-intel-disappointed-11634942264?mod=mw_quote_news><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink\nAdvanced Micro Devices Inc...</p>\n\n<a href=\"https://www.marketwatch.com/story/amd-earnings-look-to-again-succeed-where-intel-disappointed-11634942264?mod=mw_quote_news\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.marketwatch.com/story/amd-earnings-look-to-again-succeed-where-intel-disappointed-11634942264?mod=mw_quote_news","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177412181","content_text":"AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink\nAdvanced Micro Devices Inc.’s growing series of Epyc server chips has been the talk of Wall Street in recent quarters, but that may switch to gross margins in this quarter’s earnings report.\nAdvanced Micro Devices Inc. is set to follow yet another rough earnings report from Intel Corp., and once again could show gains in an area that caused pain for its larger rival.\nAMD is scheduled to report third-quarter earnings on Tuesday after the close of markets, after Intel reported an earnings beat Thursday that hardly mattered as revenue came in light. More important to analysts was Intel's forecast for declining margins over the next few years as its chief executive doubles down on new manufacturing capacity to try to retake its former glory as the undisputed chip leader.\nThat led to downgrades on Friday and Intel's worst one-day performance since the chip leader said it was going to delay its next generation of chips, an announcement that had fired up even more investor support for AMD back then.\nBernstein analyst Stacy Rasgon, who has a market perform rating on AMD and a $110 price target, said AMD will continue to benefit from Intel's transition, and called attention to an AMD metric that was one of enormous concern during Intel's call: Gross margins.\n\"We believe Street gross margin estimates appear unaggressive going forward (which is not something we have typically said for AMD), and the company is now (for the first time ever) starting to return cash,\" Rasgon said.\nThat underscores another show of how Intel and AMD are transitioning with respect to one another: Analysts on the Intel call were very concerned that Intel's margins were falling despite company assurances they would stay just above 50% for the next few years. Meanwhile, AMD gross margins have been rising, and are likely to break above 50%, if not in this earnings report, then sometime soon. Three months ago, AMD reported gross margins of 48%, up from 44% in the previous year.\nWhile AMD is referred to as Intel's \"smaller rival,\" that gap has been steadily closing for a while now. At Friday's close, AMD had a market cap of $145.34 billion, or nearly 73% of Intel's $200.66 billion. Just this past summer, AMD's $111.5 billion valuation was a little more than half Intel's $219.5 billion cap.\nOne other are to look at will be data-center sales, as finally swung to a gain in that important segment in the quarter. Over the past two quarters, Intel has posted significant year-over-year declines in the increasingly important category, while AMD has more than doubled its sales. That raises the question whether Intel clawed back some market share, or whether data-center sales were just generally better all around, which AMD's report could answer.\nWhat to expect\nEarnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 66 cents a share, up from 41 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 72 cents a share.\nRevenue: Of the 32 analysts polled by FactSet, AMD, on average, is expected to post revenue of $4.11 billion, up from the $2.8 billion reported in the year-ago quarter. AMD had forecast $4 billion to $4.2 billion. Estimize expects revenue of $4.22 billion.\nStock movement: While AMD earnings and sales have both topped Wall Street estimates over the past five quarterly reports, but shares only gained the next day twice, about three months ago and when the stock popped nearly 13% five quarters ago.\nAMD shares rose 9.6% in the third quarter. In contrast, the PHLX Semiconductor Index declined 2.6%, the S&P 500 index rose 0.2%, and the tech-heavy Nasdaq Composite Index declined 0.4%. On Friday, the day after Intel's report, AMD shares closed at a record high of $119.82.\nWhat analysts are saying\nCowen analyst Matthew Ramsay, who has an outperform rating and a $120 price target on AMD, said he's \"lookin' for more of the same.\"\n\"We continue to monitor the PC market for signs of demand slowing or supply improving,\" Ramsay said. \"Near-term, we see resilient demand outside Chromebooks, but prefer a prudent/agnostic view on 2022 like AMD took on its last call.\"\nEarlier in the month, research firms released data showing that pandemic-fueled growth in PC shipments had slowed considerably as the world not only wrestles with a chip shortage but overall supply-chain issues.\nOn data-center sales, Ramsay is even more optimistic estimating that segment will account for more than 25% of sales compared with less than 20% a year ago.\n\"We believe datacenter passing a quarter of AMD's business could draw investor attention,\" Ramsay said. \"We remind investors that the most important business for AMD remains datacenter, which we estimate doubled in 2020, with CEO Lisa Su noting she sees the business momentum accelerating in 2021.\"\nSusquehanna Financial analyst Christopher Rolland, who has a positive rating and a $130 price target on AMD, said he expects another solid quarter driven by enterprise and server sales, but that \"given the slowing PC market, we do not expect mgmt to raise their FY top-line guidance as they have done in numerous updates over the last year.\"\nStill, Rolland expects AMD to report share gains from Intel in both desktop and laptop PCs as well as enterprise and gaming PCs.\nOf the 39 analysts who cover AMD, 23 have buy or overweight ratings, and 16 have hold ratings, with an average price target of $117.55.","news_type":1},"isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822321190,"gmtCreate":1634093146847,"gmtModify":1634093146988,"author":{"id":"3586431276580857","authorId":"3586431276580857","name":"Tanwilliam","avatar":"https://static.tigerbbs.com/a15839fa92c1a982981bb380156d5802","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586431276580857","authorIdStr":"3586431276580857"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/822321190","repostId":"2175515839","repostType":4,"isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600094812,"gmtCreate":1637999346060,"gmtModify":1637999346150,"author":{"id":"3586431276580857","authorId":"3586431276580857","name":"Tanwilliam","avatar":"https://static.tigerbbs.com/a15839fa92c1a982981bb380156d5802","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586431276580857","authorIdStr":"3586431276580857"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600094812","repostId":"875521380","repostType":1,"repost":{"id":875521380,"gmtCreate":1637671582694,"gmtModify":1637681310765,"author":{"id":"3494378197296027","authorId":"3494378197296027","name":"王春龙Bale","avatar":"https://static.tigerbbs.com/11e561afcd6e41b0d7953fc87b7c54a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494378197296027","authorIdStr":"3494378197296027"},"themes":[],"htmlText":"贝索斯再捐1亿美元做慈善,过去一年已累计捐款超过3亿,但仅相当于身价的0.15%1.最近,前世界首富贝索斯宣布向傲慢基金会捐赠1亿美元,这是后者获得的最大的个人捐资款项。这笔捐款将用于女孩机会联盟(Girls Opportunity Alliance)和我哥哥的守护者(My Brother’s Keeper)两个团体的慈善活动,这是该基金会旗下的两个青年组织。作为捐款的一部分,贝索斯要求将芝加哥南区奥巴马总统中心的广场命名为约翰·刘易斯广场(这个广场并没有用贝索斯名字命名,而是以已故国会议员名字命名)。2.这位亚马逊创始人在今年离开公司CEO职位后,近几个月来加大了慈善捐赠力度。7月,他向史密森学会捐赠了2亿美元,加上这次捐赠的1亿美元,让他最近一年的累计捐赠金额达到了3亿美元。3.但这些捐赠和他的超高身价相比,简直不值一提。目前,根据彭博富豪榜显示,贝索斯的身价高达2050亿美元,仅次于特斯拉CEO,位居全球第二位。但3亿美元的捐款,仅仅相当于他身价的0.15%左右。<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a>","listText":"贝索斯再捐1亿美元做慈善,过去一年已累计捐款超过3亿,但仅相当于身价的0.15%1.最近,前世界首富贝索斯宣布向傲慢基金会捐赠1亿美元,这是后者获得的最大的个人捐资款项。这笔捐款将用于女孩机会联盟(Girls Opportunity Alliance)和我哥哥的守护者(My Brother’s Keeper)两个团体的慈善活动,这是该基金会旗下的两个青年组织。作为捐款的一部分,贝索斯要求将芝加哥南区奥巴马总统中心的广场命名为约翰·刘易斯广场(这个广场并没有用贝索斯名字命名,而是以已故国会议员名字命名)。2.这位亚马逊创始人在今年离开公司CEO职位后,近几个月来加大了慈善捐赠力度。7月,他向史密森学会捐赠了2亿美元,加上这次捐赠的1亿美元,让他最近一年的累计捐赠金额达到了3亿美元。3.但这些捐赠和他的超高身价相比,简直不值一提。目前,根据彭博富豪榜显示,贝索斯的身价高达2050亿美元,仅次于特斯拉CEO,位居全球第二位。但3亿美元的捐款,仅仅相当于他身价的0.15%左右。<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a>","text":"贝索斯再捐1亿美元做慈善,过去一年已累计捐款超过3亿,但仅相当于身价的0.15%1.最近,前世界首富贝索斯宣布向傲慢基金会捐赠1亿美元,这是后者获得的最大的个人捐资款项。这笔捐款将用于女孩机会联盟(Girls Opportunity Alliance)和我哥哥的守护者(My Brother’s Keeper)两个团体的慈善活动,这是该基金会旗下的两个青年组织。作为捐款的一部分,贝索斯要求将芝加哥南区奥巴马总统中心的广场命名为约翰·刘易斯广场(这个广场并没有用贝索斯名字命名,而是以已故国会议员名字命名)。2.这位亚马逊创始人在今年离开公司CEO职位后,近几个月来加大了慈善捐赠力度。7月,他向史密森学会捐赠了2亿美元,加上这次捐赠的1亿美元,让他最近一年的累计捐赠金额达到了3亿美元。3.但这些捐赠和他的超高身价相比,简直不值一提。目前,根据彭博富豪榜显示,贝索斯的身价高达2050亿美元,仅次于特斯拉CEO,位居全球第二位。但3亿美元的捐款,仅仅相当于他身价的0.15%左右。$亚马逊(AMZN)$$特斯拉(TSLA)$$微软(MSFT)$","images":[{"img":"https://static.tigerbbs.com/7519fb2c5733fdc2bb9132a406a34f9c","width":"1000","height":"557"},{"img":"https://static.tigerbbs.com/6d15c0fc20f011b4b7ad645d3677bc04","width":"1000","height":"750"},{"img":"https://static.tigerbbs.com/0319209f16694a441ebcb409a2b12321","width":"1000","height":"774"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875521380","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827702081,"gmtCreate":1634521101754,"gmtModify":1634521101862,"author":{"id":"3586431276580857","authorId":"3586431276580857","name":"Tanwilliam","avatar":"https://static.tigerbbs.com/a15839fa92c1a982981bb380156d5802","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586431276580857","authorIdStr":"3586431276580857"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/827702081","repostId":"1186083850","repostType":4,"isVote":1,"tweetType":1,"viewCount":629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":173044890,"gmtCreate":1626590863110,"gmtModify":1633925604863,"author":{"id":"3586431276580857","authorId":"3586431276580857","name":"Tanwilliam","avatar":"https://static.tigerbbs.com/a15839fa92c1a982981bb380156d5802","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586431276580857","authorIdStr":"3586431276580857"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173044890","repostId":"2152689084","repostType":4,"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":853609346,"gmtCreate":1634794785310,"gmtModify":1634794785423,"author":{"id":"3586431276580857","authorId":"3586431276580857","name":"Tanwilliam","avatar":"https://static.tigerbbs.com/a15839fa92c1a982981bb380156d5802","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586431276580857","authorIdStr":"3586431276580857"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853609346","repostId":"859145591","repostType":1,"repost":{"id":859145591,"gmtCreate":1634683628586,"gmtModify":1634708578733,"author":{"id":"3562206499105387","authorId":"3562206499105387","name":"CY_Ng","avatar":"https://static.tigerbbs.com/eba016392472f02387b5ae5505dbc524","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562206499105387","authorIdStr":"3562206499105387"},"themes":[],"title":"Shopee going into Spain market","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> SEA limited e-commerce shopping platform - Shopee continue to expand into new county - Spain.Shopee is now active in 13 countries across Asia, South-America and, most recently, Europe. The marketplace is quickly gaining territory in the European market. Its entrance into Spain closely follows a launch in Poland last month. In September headlines also reported a recruitment campaign for a new branch in India. And so, Shopee is expanding globally at an incredibly fast pace.We can see that Shopee have setup their Shopee_es account in spanish language. about 10 days time, they have 15 post on their instagram account and about 300+ follower. Although I don't understand spanish, but from the video and also google trans","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> SEA limited e-commerce shopping platform - Shopee continue to expand into new county - Spain.Shopee is now active in 13 countries across Asia, South-America and, most recently, Europe. The marketplace is quickly gaining territory in the European market. Its entrance into Spain closely follows a launch in Poland last month. In September headlines also reported a recruitment campaign for a new branch in India. And so, Shopee is expanding globally at an incredibly fast pace.We can see that Shopee have setup their Shopee_es account in spanish language. about 10 days time, they have 15 post on their instagram account and about 300+ follower. Although I don't understand spanish, but from the video and also google trans","text":"$Sea Ltd(SE)$ SEA limited e-commerce shopping platform - Shopee continue to expand into new county - Spain.Shopee is now active in 13 countries across Asia, South-America and, most recently, Europe. The marketplace is quickly gaining territory in the European market. Its entrance into Spain closely follows a launch in Poland last month. In September headlines also reported a recruitment campaign for a new branch in India. And so, Shopee is expanding globally at an incredibly fast pace.We can see that Shopee have setup their Shopee_es account in spanish language. about 10 days time, they have 15 post on their instagram account and about 300+ follower. Although I don't understand spanish, but from the video and also google trans","images":[{"img":"https://static.tigerbbs.com/37ac7fd3c32db0390b328db641bc5111","width":"1211","height":"885"},{"img":"https://static.tigerbbs.com/abf64495ef1e00242e980d63bbd3975b","width":"1158","height":"753"},{"img":"https://static.tigerbbs.com/183402f9b8368bee64c82d578c01af1a","width":"1013","height":"753"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859145591","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859880136,"gmtCreate":1634686969505,"gmtModify":1634686969661,"author":{"id":"3586431276580857","authorId":"3586431276580857","name":"Tanwilliam","avatar":"https://static.tigerbbs.com/a15839fa92c1a982981bb380156d5802","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586431276580857","authorIdStr":"3586431276580857"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859880136","repostId":"827459500","repostType":1,"repost":{"id":827459500,"gmtCreate":1634518873933,"gmtModify":1744960744129,"author":{"id":"3562206499105387","authorId":"3562206499105387","name":"CY_Ng","avatar":"https://static.tigerbbs.com/eba016392472f02387b5ae5505dbc524","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562206499105387","authorIdStr":"3562206499105387"},"themes":[],"title":"游戏业被打压 - 对腾讯有什么影响?","htmlText":"最近几个月,中国政府对游戏业务开始了监控而退出了一些新规则,比如规定18岁以下青少年平日禁止玩电玩只在周末五六日,晚上八点到九点间可以玩游戏一小时。虽然18岁以下的青少年只占公司营业额少过5%,但个人认为会大大减少游戏里的人流量。游戏人流量如果减少,可能会影响其他玩家体验。 中国最近也吧游戏上线批准延迟,原因是因为执行更严格的游戏审查标准。审查包括到底游戏有么有违反中国法律,有没有泄露国家机密,游戏里有没有宣扬迷信,散播暴力或者赌博。如果在游戏里鼓吹杀人或者有同性恋内容,很大可能会被审查或者禁止。所有要上线的游戏都需要经过政府筛选和批准。这会导致游戏上线延迟而影响到游戏公司营业额。这些新规则和游戏上线延迟,到底会对腾讯游戏业务有什么影响?游戏延迟上线肯定影响到游戏公司营业额包括腾。这导致了腾讯股价出现卖压而下跌。其实这些管控并不是第一次发生,早在2018年就已经有这些管控了,当时政府也是执行更严格的游戏审查导致延迟游戏上线。身为投资者其实并不需要过度反应这点而把股票抛售,因为游戏上线延迟而不是永久禁止,只要游戏公司跟着国家法律推出不违规的游戏,这些游戏迟早会被批准上线的。以下就是腾讯其中一个很出名的游戏 League of Legends 批准上线。但因为更严格的审查和规则,在长期里会导致公司营业额增速减缓。为什么呢?这是因为某些规则禁止好像不可以有太血腥的画面,游戏里的人物造型不可以类似某些样子,这会导致游戏缺乏创新或者没新点子吸引玩家。当游戏不再那么吸引,玩家就会减短玩游戏时间。当玩游戏时间减少,同一时间花费也会减少在好像在游戏里买武器,换服装等。所以在长期里游戏增长速度会比以前放缓。我觉得这些因素并不会对现在中国影响最火热的几个游戏比如王者荣耀,英雄联盟等太多。因为这些游戏并不会违反国家政策。这些游戏会继续有大量玩家,而玩家会继续消费,虽然未来增速放缓,但其","listText":"最近几个月,中国政府对游戏业务开始了监控而退出了一些新规则,比如规定18岁以下青少年平日禁止玩电玩只在周末五六日,晚上八点到九点间可以玩游戏一小时。虽然18岁以下的青少年只占公司营业额少过5%,但个人认为会大大减少游戏里的人流量。游戏人流量如果减少,可能会影响其他玩家体验。 中国最近也吧游戏上线批准延迟,原因是因为执行更严格的游戏审查标准。审查包括到底游戏有么有违反中国法律,有没有泄露国家机密,游戏里有没有宣扬迷信,散播暴力或者赌博。如果在游戏里鼓吹杀人或者有同性恋内容,很大可能会被审查或者禁止。所有要上线的游戏都需要经过政府筛选和批准。这会导致游戏上线延迟而影响到游戏公司营业额。这些新规则和游戏上线延迟,到底会对腾讯游戏业务有什么影响?游戏延迟上线肯定影响到游戏公司营业额包括腾。这导致了腾讯股价出现卖压而下跌。其实这些管控并不是第一次发生,早在2018年就已经有这些管控了,当时政府也是执行更严格的游戏审查导致延迟游戏上线。身为投资者其实并不需要过度反应这点而把股票抛售,因为游戏上线延迟而不是永久禁止,只要游戏公司跟着国家法律推出不违规的游戏,这些游戏迟早会被批准上线的。以下就是腾讯其中一个很出名的游戏 League of Legends 批准上线。但因为更严格的审查和规则,在长期里会导致公司营业额增速减缓。为什么呢?这是因为某些规则禁止好像不可以有太血腥的画面,游戏里的人物造型不可以类似某些样子,这会导致游戏缺乏创新或者没新点子吸引玩家。当游戏不再那么吸引,玩家就会减短玩游戏时间。当玩游戏时间减少,同一时间花费也会减少在好像在游戏里买武器,换服装等。所以在长期里游戏增长速度会比以前放缓。我觉得这些因素并不会对现在中国影响最火热的几个游戏比如王者荣耀,英雄联盟等太多。因为这些游戏并不会违反国家政策。这些游戏会继续有大量玩家,而玩家会继续消费,虽然未来增速放缓,但其","text":"最近几个月,中国政府对游戏业务开始了监控而退出了一些新规则,比如规定18岁以下青少年平日禁止玩电玩只在周末五六日,晚上八点到九点间可以玩游戏一小时。虽然18岁以下的青少年只占公司营业额少过5%,但个人认为会大大减少游戏里的人流量。游戏人流量如果减少,可能会影响其他玩家体验。 中国最近也吧游戏上线批准延迟,原因是因为执行更严格的游戏审查标准。审查包括到底游戏有么有违反中国法律,有没有泄露国家机密,游戏里有没有宣扬迷信,散播暴力或者赌博。如果在游戏里鼓吹杀人或者有同性恋内容,很大可能会被审查或者禁止。所有要上线的游戏都需要经过政府筛选和批准。这会导致游戏上线延迟而影响到游戏公司营业额。这些新规则和游戏上线延迟,到底会对腾讯游戏业务有什么影响?游戏延迟上线肯定影响到游戏公司营业额包括腾。这导致了腾讯股价出现卖压而下跌。其实这些管控并不是第一次发生,早在2018年就已经有这些管控了,当时政府也是执行更严格的游戏审查导致延迟游戏上线。身为投资者其实并不需要过度反应这点而把股票抛售,因为游戏上线延迟而不是永久禁止,只要游戏公司跟着国家法律推出不违规的游戏,这些游戏迟早会被批准上线的。以下就是腾讯其中一个很出名的游戏 League of Legends 批准上线。但因为更严格的审查和规则,在长期里会导致公司营业额增速减缓。为什么呢?这是因为某些规则禁止好像不可以有太血腥的画面,游戏里的人物造型不可以类似某些样子,这会导致游戏缺乏创新或者没新点子吸引玩家。当游戏不再那么吸引,玩家就会减短玩游戏时间。当玩游戏时间减少,同一时间花费也会减少在好像在游戏里买武器,换服装等。所以在长期里游戏增长速度会比以前放缓。我觉得这些因素并不会对现在中国影响最火热的几个游戏比如王者荣耀,英雄联盟等太多。因为这些游戏并不会违反国家政策。这些游戏会继续有大量玩家,而玩家会继续消费,虽然未来增速放缓,但其","images":[{"img":"https://static.tigerbbs.com/6da4ff41462a1e97c2caef1e7d3a904a","width":"1450","height":"910"},{"img":"https://static.tigerbbs.com/0550db496eb2b1ab8dfdbc02680640d4","width":"872","height":"490"},{"img":"https://static.tigerbbs.com/ff16475df32e9873f98a6ad83520845b","width":"1326","height":"569"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/827459500","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826697252,"gmtCreate":1634010228806,"gmtModify":1634010228861,"author":{"id":"3586431276580857","authorId":"3586431276580857","name":"Tanwilliam","avatar":"https://static.tigerbbs.com/a15839fa92c1a982981bb380156d5802","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586431276580857","authorIdStr":"3586431276580857"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826697252","repostId":"820863094","repostType":1,"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826694924,"gmtCreate":1634010133686,"gmtModify":1634010133686,"author":{"id":"3586431276580857","authorId":"3586431276580857","name":"Tanwilliam","avatar":"https://static.tigerbbs.com/a15839fa92c1a982981bb380156d5802","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586431276580857","authorIdStr":"3586431276580857"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826694924","repostId":"826034306","repostType":1,"repost":{"id":826034306,"gmtCreate":1633957217467,"gmtModify":1633957217467,"author":{"id":"3439778424152374","authorId":"3439778424152374","name":"hedgefund888","avatar":"https://static.tigerbbs.com/32c46c16b05f197541a984dabe4e820b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3439778424152374","authorIdStr":"3439778424152374"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CCXI\">$ChemoCentryx(CCXI)$</a>今日人工智能推荐的裸卖put策略之股票<a href=\"https://laohu8.com/S/AVIR\">$Atea Pharmaceuticals, Inc.(AVIR)$</a><a href=\"https://laohu8.com/S/HUT\">$Hut 8 Mining Corp(HUT)$</a><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>","listText":"<a href=\"https://laohu8.com/S/CCXI\">$ChemoCentryx(CCXI)$</a>今日人工智能推荐的裸卖put策略之股票<a href=\"https://laohu8.com/S/AVIR\">$Atea Pharmaceuticals, Inc.(AVIR)$</a><a href=\"https://laohu8.com/S/HUT\">$Hut 8 Mining Corp(HUT)$</a><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>","text":"$ChemoCentryx(CCXI)$今日人工智能推荐的裸卖put策略之股票$Atea Pharmaceuticals, Inc.(AVIR)$$Hut 8 Mining Corp(HUT)$$英伟达(NVDA)$$苹果(AAPL)$","images":[{"img":"https://static.tigerbbs.com/1a0561fb9fb50aef7d016aa0acb740e3","width":"1374","height":"670"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826034306","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":173045744,"gmtCreate":1626590818488,"gmtModify":1633925605223,"author":{"id":"3586431276580857","authorId":"3586431276580857","name":"Tanwilliam","avatar":"https://static.tigerbbs.com/a15839fa92c1a982981bb380156d5802","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586431276580857","authorIdStr":"3586431276580857"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173045744","repostId":"2152368129","repostType":4,"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":874918551,"gmtCreate":1637719659602,"gmtModify":1637719659694,"author":{"id":"3586431276580857","authorId":"3586431276580857","name":"Tanwilliam","avatar":"https://static.tigerbbs.com/a15839fa92c1a982981bb380156d5802","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586431276580857","authorIdStr":"3586431276580857"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874918551","repostId":"831828037","repostType":1,"repost":{"id":831828037,"gmtCreate":1629301799129,"gmtModify":1629338461275,"author":{"id":"3502662293881250","authorId":"3502662293881250","name":"安心睡大觉","avatar":"https://static.tigerbbs.com/5644d6d3b2f1f98162851b875f4d8ac5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502662293881250","authorIdStr":"3502662293881250"},"themes":[],"title":"腾讯中报透露了哪些重要信息?","htmlText":"更新下个人对腾讯中报的一些解读,由于时间仓促,我简单说些要点,如有不妥之处,还请指出。解读腾讯财报还是三板斧,就是一看社交用户有无变化,进而看核心价值有没有变,二看投资业务经营情况,三看其他五大经营业务经营情况。社交网络是腾讯核心环节 ,是最大的带动齿轮。投资业务和其他五大经营活动就相当于我们投资者的两条腿,一条腿是现金流,钱从哪里来,一条腿是投资,也就是钱向哪里去。腾讯是个疯狂的投资者,这么多年的利润基本都拿去投生态了。由于其自身的互联网基础设施-微信,使其投资有巨大协同效应,进而能够衍生出一个勃勃生机的互联网大陆。一、核心价值-社交用户微信活跃用户量12.51亿,继续保持增长。虽仅增长3.8%,但用户量饱和的前提下,只要看不到明显下降,就是金矿不倒。二、投资业务2021年6月30日,于上市公司投资的公允价值为1.45万亿,较2021年3月31日1.36万亿上涨837亿!这无疑是个有点出乎意料的好消息,因为大家都预期亏损的。但我们也知道,真正该担忧的还是现在,中概股的暴跌是在7月和8月。为此我粗略的计算了下截止今日8月18日的投资公允价值。以上表格为毛估,主要可能有两点误差:1投资比例有变化,2投资公司有新增市值较大的没有统计在内。投资截止今天的资产情况,持仓总市值1.3万亿相较于2021年2月初1.94万亿,下降了6000亿,下降30%。腾讯系参股公司市值从10.7万亿下降到7.1万亿,互联网价值回落了很多。三、五大经营业务经营业务的分类,在报表中只有四类,我个人的分类纯粹是觉得更容易区分。经营业务单季度仍旧维持20%增长,但增速显然已经小于之前年份27%左右的增速。收入端增速还可以,那么利润端呢?净利润扣除投资收益(其他收益净额)后更能体现经营利润,由此我们计算出2021年第二季度扣除其他收益净额的净利润为218亿,2020年同期为245亿,2021年业务利润第二季度","listText":"更新下个人对腾讯中报的一些解读,由于时间仓促,我简单说些要点,如有不妥之处,还请指出。解读腾讯财报还是三板斧,就是一看社交用户有无变化,进而看核心价值有没有变,二看投资业务经营情况,三看其他五大经营业务经营情况。社交网络是腾讯核心环节 ,是最大的带动齿轮。投资业务和其他五大经营活动就相当于我们投资者的两条腿,一条腿是现金流,钱从哪里来,一条腿是投资,也就是钱向哪里去。腾讯是个疯狂的投资者,这么多年的利润基本都拿去投生态了。由于其自身的互联网基础设施-微信,使其投资有巨大协同效应,进而能够衍生出一个勃勃生机的互联网大陆。一、核心价值-社交用户微信活跃用户量12.51亿,继续保持增长。虽仅增长3.8%,但用户量饱和的前提下,只要看不到明显下降,就是金矿不倒。二、投资业务2021年6月30日,于上市公司投资的公允价值为1.45万亿,较2021年3月31日1.36万亿上涨837亿!这无疑是个有点出乎意料的好消息,因为大家都预期亏损的。但我们也知道,真正该担忧的还是现在,中概股的暴跌是在7月和8月。为此我粗略的计算了下截止今日8月18日的投资公允价值。以上表格为毛估,主要可能有两点误差:1投资比例有变化,2投资公司有新增市值较大的没有统计在内。投资截止今天的资产情况,持仓总市值1.3万亿相较于2021年2月初1.94万亿,下降了6000亿,下降30%。腾讯系参股公司市值从10.7万亿下降到7.1万亿,互联网价值回落了很多。三、五大经营业务经营业务的分类,在报表中只有四类,我个人的分类纯粹是觉得更容易区分。经营业务单季度仍旧维持20%增长,但增速显然已经小于之前年份27%左右的增速。收入端增速还可以,那么利润端呢?净利润扣除投资收益(其他收益净额)后更能体现经营利润,由此我们计算出2021年第二季度扣除其他收益净额的净利润为218亿,2020年同期为245亿,2021年业务利润第二季度","text":"更新下个人对腾讯中报的一些解读,由于时间仓促,我简单说些要点,如有不妥之处,还请指出。解读腾讯财报还是三板斧,就是一看社交用户有无变化,进而看核心价值有没有变,二看投资业务经营情况,三看其他五大经营业务经营情况。社交网络是腾讯核心环节 ,是最大的带动齿轮。投资业务和其他五大经营活动就相当于我们投资者的两条腿,一条腿是现金流,钱从哪里来,一条腿是投资,也就是钱向哪里去。腾讯是个疯狂的投资者,这么多年的利润基本都拿去投生态了。由于其自身的互联网基础设施-微信,使其投资有巨大协同效应,进而能够衍生出一个勃勃生机的互联网大陆。一、核心价值-社交用户微信活跃用户量12.51亿,继续保持增长。虽仅增长3.8%,但用户量饱和的前提下,只要看不到明显下降,就是金矿不倒。二、投资业务2021年6月30日,于上市公司投资的公允价值为1.45万亿,较2021年3月31日1.36万亿上涨837亿!这无疑是个有点出乎意料的好消息,因为大家都预期亏损的。但我们也知道,真正该担忧的还是现在,中概股的暴跌是在7月和8月。为此我粗略的计算了下截止今日8月18日的投资公允价值。以上表格为毛估,主要可能有两点误差:1投资比例有变化,2投资公司有新增市值较大的没有统计在内。投资截止今天的资产情况,持仓总市值1.3万亿相较于2021年2月初1.94万亿,下降了6000亿,下降30%。腾讯系参股公司市值从10.7万亿下降到7.1万亿,互联网价值回落了很多。三、五大经营业务经营业务的分类,在报表中只有四类,我个人的分类纯粹是觉得更容易区分。经营业务单季度仍旧维持20%增长,但增速显然已经小于之前年份27%左右的增速。收入端增速还可以,那么利润端呢?净利润扣除投资收益(其他收益净额)后更能体现经营利润,由此我们计算出2021年第二季度扣除其他收益净额的净利润为218亿,2020年同期为245亿,2021年业务利润第二季度","images":[{"img":"https://static.tigerbbs.com/57024a43b7a73d2258ab9256d3e1b900","width":"1442","height":"442"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831828037","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876772066,"gmtCreate":1637370571705,"gmtModify":1637370571831,"author":{"id":"3586431276580857","authorId":"3586431276580857","name":"Tanwilliam","avatar":"https://static.tigerbbs.com/a15839fa92c1a982981bb380156d5802","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586431276580857","authorIdStr":"3586431276580857"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876772066","repostId":"837823008","repostType":1,"repost":{"id":837823008,"gmtCreate":1629876051604,"gmtModify":1629879821746,"author":{"id":"3495188029450948","authorId":"3495188029450948","name":"股海彦祖","avatar":"https://static.tigerbbs.com/8fcb2d91d6b43235bf0f94d3c6e486a3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495188029450948","authorIdStr":"3495188029450948"},"themes":[],"title":"珍惜38块的蔚来","htmlText":"ENTS - OOHYO,习惯了网抑云动不动成千上万的评论,同样的歌换成企鹅音乐才小几十条评论,有点不适应。感觉企鹅和网抑云的用户习惯真的挺不一样,可能网抑云偏小众,企鹅偏大众?欢迎关注同名微信公众号 - 没钱没闲。记得之前<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 车闹,是4月那会开始的,从车展车顶维权,到陶琳言论惹怒大众,到机关大院禁止Tesla汽车入内,前后闹了应该有3个月吧?我在616和559的时候分别抄了2次底,当时600不到时还劝同事买过(非常不推荐这种行为,虽然人家也没听吧。。。)怎么说呢,在我心中Tesla属于改变世界的伟大公司,当然公司发展肯定不会是一帆风顺的,但每次因为挫折导致的股价大幅下挫,都是给人们上车机会。这话肯定很多人不以为然,觉得我精神股东,恰恰相反,我是处于纯粹自私的目的才这么说,因为长期投资者梦想的就是靠买入伟大公司的股票而实现财富自由。我不粉特斯拉,也不粉一龙马斯克,我只是粉我认为的伟大公司而已。回到眼下,8月14日一辆<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> ES8发生事故,车主当场死亡。再之前一辆EC6撞上路墩起火,同样造成车主死亡。连续的死亡事故、出事当时开启辅助驾驶、家属状告蔚来删除数据、猪队友车主声明等等事件,把蔚来也推到了同之前Tesla类似的舆论风口浪尖上,股价也一蹶不振。具体事实留给交警去调查公布,谁对谁错也不讨论。理性来看,事件短期内可能影响蔚来销量,影响蔚来声誉;但长期来看,就是攀登高峰路途上的一块大一点的石头而已。新能源发展注定是极其坎坷的,很多事情在做成之前,都有无数人认为这事做不成,对蔚来也是。比如蔚来的换电技术和换电站建设,还在PPT","listText":"ENTS - OOHYO,习惯了网抑云动不动成千上万的评论,同样的歌换成企鹅音乐才小几十条评论,有点不适应。感觉企鹅和网抑云的用户习惯真的挺不一样,可能网抑云偏小众,企鹅偏大众?欢迎关注同名微信公众号 - 没钱没闲。记得之前<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 车闹,是4月那会开始的,从车展车顶维权,到陶琳言论惹怒大众,到机关大院禁止Tesla汽车入内,前后闹了应该有3个月吧?我在616和559的时候分别抄了2次底,当时600不到时还劝同事买过(非常不推荐这种行为,虽然人家也没听吧。。。)怎么说呢,在我心中Tesla属于改变世界的伟大公司,当然公司发展肯定不会是一帆风顺的,但每次因为挫折导致的股价大幅下挫,都是给人们上车机会。这话肯定很多人不以为然,觉得我精神股东,恰恰相反,我是处于纯粹自私的目的才这么说,因为长期投资者梦想的就是靠买入伟大公司的股票而实现财富自由。我不粉特斯拉,也不粉一龙马斯克,我只是粉我认为的伟大公司而已。回到眼下,8月14日一辆<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> ES8发生事故,车主当场死亡。再之前一辆EC6撞上路墩起火,同样造成车主死亡。连续的死亡事故、出事当时开启辅助驾驶、家属状告蔚来删除数据、猪队友车主声明等等事件,把蔚来也推到了同之前Tesla类似的舆论风口浪尖上,股价也一蹶不振。具体事实留给交警去调查公布,谁对谁错也不讨论。理性来看,事件短期内可能影响蔚来销量,影响蔚来声誉;但长期来看,就是攀登高峰路途上的一块大一点的石头而已。新能源发展注定是极其坎坷的,很多事情在做成之前,都有无数人认为这事做不成,对蔚来也是。比如蔚来的换电技术和换电站建设,还在PPT","text":"ENTS - OOHYO,习惯了网抑云动不动成千上万的评论,同样的歌换成企鹅音乐才小几十条评论,有点不适应。感觉企鹅和网抑云的用户习惯真的挺不一样,可能网抑云偏小众,企鹅偏大众?欢迎关注同名微信公众号 - 没钱没闲。记得之前$特斯拉(TSLA)$ 车闹,是4月那会开始的,从车展车顶维权,到陶琳言论惹怒大众,到机关大院禁止Tesla汽车入内,前后闹了应该有3个月吧?我在616和559的时候分别抄了2次底,当时600不到时还劝同事买过(非常不推荐这种行为,虽然人家也没听吧。。。)怎么说呢,在我心中Tesla属于改变世界的伟大公司,当然公司发展肯定不会是一帆风顺的,但每次因为挫折导致的股价大幅下挫,都是给人们上车机会。这话肯定很多人不以为然,觉得我精神股东,恰恰相反,我是处于纯粹自私的目的才这么说,因为长期投资者梦想的就是靠买入伟大公司的股票而实现财富自由。我不粉特斯拉,也不粉一龙马斯克,我只是粉我认为的伟大公司而已。回到眼下,8月14日一辆$蔚来(NIO)$ ES8发生事故,车主当场死亡。再之前一辆EC6撞上路墩起火,同样造成车主死亡。连续的死亡事故、出事当时开启辅助驾驶、家属状告蔚来删除数据、猪队友车主声明等等事件,把蔚来也推到了同之前Tesla类似的舆论风口浪尖上,股价也一蹶不振。具体事实留给交警去调查公布,谁对谁错也不讨论。理性来看,事件短期内可能影响蔚来销量,影响蔚来声誉;但长期来看,就是攀登高峰路途上的一块大一点的石头而已。新能源发展注定是极其坎坷的,很多事情在做成之前,都有无数人认为这事做不成,对蔚来也是。比如蔚来的换电技术和换电站建设,还在PPT","images":[{"img":"https://static.tigerbbs.com/2d5c2d5b60a812ce1bc14f151cd30e7d"},{"img":"https://static.tigerbbs.com/0e4440949a8e3ee3589ff6ca0a5bcad3"},{"img":"https://static.tigerbbs.com/ef322625ba78fba3e48b9a66a1cc26a8"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837823008","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}