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Vicya
2022-04-12
Nice
@Buy_Sell:🔥【4月6日】美国股债双杀,科技股领跌,今天有什么交易计划
Vicya
2022-04-12
Nice
@期权小班长:谈谈美联储为何对自家股市下狠手,以及一个机会
Vicya
2022-04-12
Nice
@Ivan_甘灿荣:商品区间顶来袭,还有上涨空间?
Vicya
2022-04-12
$UNITED OVERSEAS BANK LIMITED(U11.SI)$
bad day
Vicya
2022-03-02
Great ariticle, would you like to share it?
@大叔观点时间:微软体量庞大,突飞困难,但是我们选择做多
Vicya
2022-03-02
Great ariticle, would you like to share it?
@交易员Owen:为什么美国非要拱火发动一场战争?
Vicya
2022-03-02
Great ariticle, would you like to share it?
@爱上趋势股:芒格坚持买入阿里巴巴的原因是什么?
Vicya
2022-02-28
$Apple(AAPL)$
nice
Vicya
2022-02-28
Great ariticle, would you like to share it?
@大叔观点时间:微软体量庞大,突飞困难,但是我们选择做多
Vicya
2022-02-28
Great ariticle, would you like to share it?
@交易员Owen:为什么美国非要拱火发动一场战争?
Vicya
2022-02-28
Great ariticle, would you like to share it?
@爱上趋势股:芒格坚持买入阿里巴巴的原因是什么?
Vicya
2022-02-28
$SBS TRANSIT LTD(S61.SI)$
nice
Vicya
2022-02-26
$Li Auto(LI)$
nice
Vicya
2022-02-25
$Apple(AAPL)$
nice
Vicya
2022-02-25
$Walt Disney(DIS)$
nice
Vicya
2022-02-24
$Apple(AAPL)$
nice
Vicya
2022-02-24
Nice
外媒头条:小摩预计二季度油价或飙升至110美元
Vicya
2022-02-22
$XIAOMI-W(01810)$
nice
Vicya
2022-02-20
$SBS TRANSIT LTD(S61.SI)$
nice
Vicya
2022-02-19
$XIAOMI-W(01810)$
nice
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港股市场 4月6日讯,港股大幅低开,恒生指数低开1.25%报22220.21点,国企指数跌1.7%,恒生科技指数跌2.77%。 盘面上,隔夜美股科技股大跌,港股回港科技股集体低开,<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东(09618)$</a>跌5%,<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易(09999)$</a>跌4.48%,<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴(09988)$</a>跌4%,<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度(09888)$</a>、<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯(00700)$</a>跌近2%,地产股大跌居前,<a target=\"_blank\" href=\"https://laohu8.com/S/01238\">$宝龙地产(01238)$</a>、<a target=\"_blank\" href=\"https://laohu8.com/S/00960\">$龙湖集团(00960)$</a>领衔下跌,互联网医疗股、电力股、海运股、手机概念股、乳制品股普遍走低;另一方面,生物科技股强势,<a target=\"_blank\" href=\"https://laohu8.com/S/688185\">$康希诺(688185)$</a>生物、","listText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 4月6日讯,港股大幅低开,恒生指数低开1.25%报22220.21点,国企指数跌1.7%,恒生科技指数跌2.77%。 盘面上,隔夜美股科技股大跌,港股回港科技股集体低开,<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东(09618)$</a>跌5%,<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易(09999)$</a>跌4.48%,<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴(09988)$</a>跌4%,<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度(09888)$</a>、<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯(00700)$</a>跌近2%,地产股大跌居前,<a target=\"_blank\" href=\"https://laohu8.com/S/01238\">$宝龙地产(01238)$</a>、<a target=\"_blank\" href=\"https://laohu8.com/S/00960\">$龙湖集团(00960)$</a>领衔下跌,互联网医疗股、电力股、海运股、手机概念股、乳制品股普遍走低;另一方面,生物科技股强势,<a target=\"_blank\" href=\"https://laohu8.com/S/688185\">$康希诺(688185)$</a>生物、","text":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 4月6日讯,港股大幅低开,恒生指数低开1.25%报22220.21点,国企指数跌1.7%,恒生科技指数跌2.77%。 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1、美货币政策进一步收紧: 美联储理事鸽派代表布雷纳德周二表示,美联储最早可能5月开始缩表,并将以更为迅速地步伐缩减资产负债表。她还表示,加息的步伐可能会比25个基点的增幅更大。 此言论一出,美联储全面转鹰,国债利率倒挂,股票市场立刻由涨转跌,其中科技股领跌,英伟达大跌5%。 缩表是指美联储缩减自身资产负债表规模,和加息一样,是一种收紧货币政策的手段。在这之前市场就知道要加息缩表一起上,只不过不知道具体执行方法,今晚的美联储会议纪要或披露缩表细节,也许能够一定程度上稳定市场情绪,很关键。 市场受到如此惊吓也可以理解,因为布雷纳德这次发言表述了抑制通胀的决心:https://www.federalreserve.gov/newsevents/speech/brainard20220405a.htm 受通胀影响最严重的不是富人,相反富人持有资产,是通胀的受益者,所以就可以理解为什么抑制通胀股价会跌,股票也是一种资产嘛。 那么持有资产最少的人就是通胀的受害者。而且通胀最严重的食品等必需品消费,穷人占比是富人的两倍,通胀越严重,穷人越惨。为了穷人考虑美联储也要尽快抑制通胀,这就是布雷纳德转鹰的原因。 美国不同收入阶层受通胀影响图 如果是为底层人民考虑那确实好理解,不过对于市场来说有点惨。这段时间无论是航运还是外贸又或者是就业,均显示消费下降趋势。没有消费刺激,通胀自然而然会下降,只不过这个速度布雷纳德还是嫌慢。 航运牛股转熊 那我们如何看待这一轮股市回调呢? 就在今天CNBC疯狂money节目的主持人吉米克莱默表示让大家快跑,资产要回调了。他表示如果之前持有了一些投机标的,最好趁高位抛售,如果是价值股,那拿着也没什么问题。 我的看法差不多,如果你有近期sell p","listText":"假期发生了三件事:美货币政策进一步收紧,马斯克入股推特,中概股境外上市规定出台。按影响排序我们挨个谈谈看法。 1、美货币政策进一步收紧: 美联储理事鸽派代表布雷纳德周二表示,美联储最早可能5月开始缩表,并将以更为迅速地步伐缩减资产负债表。她还表示,加息的步伐可能会比25个基点的增幅更大。 此言论一出,美联储全面转鹰,国债利率倒挂,股票市场立刻由涨转跌,其中科技股领跌,英伟达大跌5%。 缩表是指美联储缩减自身资产负债表规模,和加息一样,是一种收紧货币政策的手段。在这之前市场就知道要加息缩表一起上,只不过不知道具体执行方法,今晚的美联储会议纪要或披露缩表细节,也许能够一定程度上稳定市场情绪,很关键。 市场受到如此惊吓也可以理解,因为布雷纳德这次发言表述了抑制通胀的决心:https://www.federalreserve.gov/newsevents/speech/brainard20220405a.htm 受通胀影响最严重的不是富人,相反富人持有资产,是通胀的受益者,所以就可以理解为什么抑制通胀股价会跌,股票也是一种资产嘛。 那么持有资产最少的人就是通胀的受害者。而且通胀最严重的食品等必需品消费,穷人占比是富人的两倍,通胀越严重,穷人越惨。为了穷人考虑美联储也要尽快抑制通胀,这就是布雷纳德转鹰的原因。 美国不同收入阶层受通胀影响图 如果是为底层人民考虑那确实好理解,不过对于市场来说有点惨。这段时间无论是航运还是外贸又或者是就业,均显示消费下降趋势。没有消费刺激,通胀自然而然会下降,只不过这个速度布雷纳德还是嫌慢。 航运牛股转熊 那我们如何看待这一轮股市回调呢? 就在今天CNBC疯狂money节目的主持人吉米克莱默表示让大家快跑,资产要回调了。他表示如果之前持有了一些投机标的,最好趁高位抛售,如果是价值股,那拿着也没什么问题。 我的看法差不多,如果你有近期sell p","text":"假期发生了三件事:美货币政策进一步收紧,马斯克入股推特,中概股境外上市规定出台。按影响排序我们挨个谈谈看法。 1、美货币政策进一步收紧: 美联储理事鸽派代表布雷纳德周二表示,美联储最早可能5月开始缩表,并将以更为迅速地步伐缩减资产负债表。她还表示,加息的步伐可能会比25个基点的增幅更大。 此言论一出,美联储全面转鹰,国债利率倒挂,股票市场立刻由涨转跌,其中科技股领跌,英伟达大跌5%。 缩表是指美联储缩减自身资产负债表规模,和加息一样,是一种收紧货币政策的手段。在这之前市场就知道要加息缩表一起上,只不过不知道具体执行方法,今晚的美联储会议纪要或披露缩表细节,也许能够一定程度上稳定市场情绪,很关键。 市场受到如此惊吓也可以理解,因为布雷纳德这次发言表述了抑制通胀的决心:https://www.federalreserve.gov/newsevents/speech/brainard20220405a.htm 受通胀影响最严重的不是富人,相反富人持有资产,是通胀的受益者,所以就可以理解为什么抑制通胀股价会跌,股票也是一种资产嘛。 那么持有资产最少的人就是通胀的受害者。而且通胀最严重的食品等必需品消费,穷人占比是富人的两倍,通胀越严重,穷人越惨。为了穷人考虑美联储也要尽快抑制通胀,这就是布雷纳德转鹰的原因。 美国不同收入阶层受通胀影响图 如果是为底层人民考虑那确实好理解,不过对于市场来说有点惨。这段时间无论是航运还是外贸又或者是就业,均显示消费下降趋势。没有消费刺激,通胀自然而然会下降,只不过这个速度布雷纳德还是嫌慢。 航运牛股转熊 那我们如何看待这一轮股市回调呢? 就在今天CNBC疯狂money节目的主持人吉米克莱默表示让大家快跑,资产要回调了。他表示如果之前持有了一些投机标的,最好趁高位抛售,如果是价值股,那拿着也没什么问题。 我的看法差不多,如果你有近期sell p","images":[{"img":"https://static.tigerbbs.com/d974dabc7de34b01698f46f98f376cbc","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/619671022","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613315217,"gmtCreate":1649716831938,"gmtModify":1649716832206,"author":{"id":"4087517059074990","authorId":"4087517059074990","name":"Vicya","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613315217","repostId":"619127763","repostType":1,"repost":{"id":619127763,"gmtCreate":1649126347281,"gmtModify":1649127814477,"author":{"id":"3534312224764596","authorId":"3534312224764596","name":"Ivan_甘灿荣","avatar":"https://static.tigerbbs.com/88507b8eb15a6e315e004663e5c9e31a","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"商品区间顶来袭,还有上涨空间?","htmlText":"最近对于做多通胀(商品)的投资者来说,不是个好时间,几大类商品均陆续出现大幅调整,具体后市如何,我将会在帖子里和大家分享,具体的交易机会也会在本周四(7号)晚的直播里和大家详细解说,大家多多留意。 从目前美股指的走势看,加息预期已经无法击溃美股,因此美联储理论上已经不担心后续紧缩政策下对股市的影响,从而更针对通胀数据进行打压。那么对于商品来说无疑就是潜在利空。但历史上,靠政策打压通胀,通常都不会是一蹴而就,而是有个积累的过程(要打压市场对通胀的预期,和逐步提高囤积商品的成本),因此这个过程中,商品仍会有不少调整后做多的机会,大家把握好,收益也是可以的。 一、农产品 在3月底周五刚刚公布的USDA农作物种植面积意向报告,决定了农产品的阶段性走势。因此只要各农产品价格不创3月份的价格高点的话,那么阶段性看空至5-6月份。 农产品价格高,供应增多是正常的。但由于化肥土地成本等同步上升,会带来种植成本的进一步上涨,而目前农产品调整,其实就是市场预期当前农产品种植成本的过程,所以调整幅度并不好猜测。而到了5-6月份,种植面积确定后,这部分成本将初步敲定,农产品的整体价格就有了底线,后续再上涨就是对美国种植天气的预期。所以近期农产品的下跌,并不一定是历史大顶的形成,很可能后续还会因天气问题再来一次脉冲式的机会,所以仍需关注。 二、原油 在美国再一次释放战略石油储备和俄乌局势缓和的形势下,油价将逐步转弱。战略石油储备的释放对油价是有短期打压作用的,尤其是这趟公布出来的释放数字是差不多三分一的美国储备,如果联合其它盟国的释放,对油价短期影响不容忽视。至于中期的下跌幅度,预期将在75美元附近,毕竟战略石油储备抛出后,未来是要回补的,抛得越多,对未来油价的支撑力度越强,所以如果并非实质性的原油设施增加,那么油价其实并不需要特别悲观。但是大幅震荡是在所难免的。 短期策略上,油价有效跌穿(以收","listText":"最近对于做多通胀(商品)的投资者来说,不是个好时间,几大类商品均陆续出现大幅调整,具体后市如何,我将会在帖子里和大家分享,具体的交易机会也会在本周四(7号)晚的直播里和大家详细解说,大家多多留意。 从目前美股指的走势看,加息预期已经无法击溃美股,因此美联储理论上已经不担心后续紧缩政策下对股市的影响,从而更针对通胀数据进行打压。那么对于商品来说无疑就是潜在利空。但历史上,靠政策打压通胀,通常都不会是一蹴而就,而是有个积累的过程(要打压市场对通胀的预期,和逐步提高囤积商品的成本),因此这个过程中,商品仍会有不少调整后做多的机会,大家把握好,收益也是可以的。 一、农产品 在3月底周五刚刚公布的USDA农作物种植面积意向报告,决定了农产品的阶段性走势。因此只要各农产品价格不创3月份的价格高点的话,那么阶段性看空至5-6月份。 农产品价格高,供应增多是正常的。但由于化肥土地成本等同步上升,会带来种植成本的进一步上涨,而目前农产品调整,其实就是市场预期当前农产品种植成本的过程,所以调整幅度并不好猜测。而到了5-6月份,种植面积确定后,这部分成本将初步敲定,农产品的整体价格就有了底线,后续再上涨就是对美国种植天气的预期。所以近期农产品的下跌,并不一定是历史大顶的形成,很可能后续还会因天气问题再来一次脉冲式的机会,所以仍需关注。 二、原油 在美国再一次释放战略石油储备和俄乌局势缓和的形势下,油价将逐步转弱。战略石油储备的释放对油价是有短期打压作用的,尤其是这趟公布出来的释放数字是差不多三分一的美国储备,如果联合其它盟国的释放,对油价短期影响不容忽视。至于中期的下跌幅度,预期将在75美元附近,毕竟战略石油储备抛出后,未来是要回补的,抛得越多,对未来油价的支撑力度越强,所以如果并非实质性的原油设施增加,那么油价其实并不需要特别悲观。但是大幅震荡是在所难免的。 短期策略上,油价有效跌穿(以收","text":"最近对于做多通胀(商品)的投资者来说,不是个好时间,几大类商品均陆续出现大幅调整,具体后市如何,我将会在帖子里和大家分享,具体的交易机会也会在本周四(7号)晚的直播里和大家详细解说,大家多多留意。 从目前美股指的走势看,加息预期已经无法击溃美股,因此美联储理论上已经不担心后续紧缩政策下对股市的影响,从而更针对通胀数据进行打压。那么对于商品来说无疑就是潜在利空。但历史上,靠政策打压通胀,通常都不会是一蹴而就,而是有个积累的过程(要打压市场对通胀的预期,和逐步提高囤积商品的成本),因此这个过程中,商品仍会有不少调整后做多的机会,大家把握好,收益也是可以的。 一、农产品 在3月底周五刚刚公布的USDA农作物种植面积意向报告,决定了农产品的阶段性走势。因此只要各农产品价格不创3月份的价格高点的话,那么阶段性看空至5-6月份。 农产品价格高,供应增多是正常的。但由于化肥土地成本等同步上升,会带来种植成本的进一步上涨,而目前农产品调整,其实就是市场预期当前农产品种植成本的过程,所以调整幅度并不好猜测。而到了5-6月份,种植面积确定后,这部分成本将初步敲定,农产品的整体价格就有了底线,后续再上涨就是对美国种植天气的预期。所以近期农产品的下跌,并不一定是历史大顶的形成,很可能后续还会因天气问题再来一次脉冲式的机会,所以仍需关注。 二、原油 在美国再一次释放战略石油储备和俄乌局势缓和的形势下,油价将逐步转弱。战略石油储备的释放对油价是有短期打压作用的,尤其是这趟公布出来的释放数字是差不多三分一的美国储备,如果联合其它盟国的释放,对油价短期影响不容忽视。至于中期的下跌幅度,预期将在75美元附近,毕竟战略石油储备抛出后,未来是要回补的,抛得越多,对未来油价的支撑力度越强,所以如果并非实质性的原油设施增加,那么油价其实并不需要特别悲观。但是大幅震荡是在所难免的。 短期策略上,油价有效跌穿(以收","images":[{"img":"https://static.tigerbbs.com/a8ffb5331c974d0c373e90646ac03f4a","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/f4e658248e1d0a654384bff365dad143","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/74b1f3d5628b2a7accf28937fabb33ac","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/619127763","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613315880,"gmtCreate":1649716690351,"gmtModify":1649716690672,"author":{"id":"4087517059074990","authorId":"4087517059074990","name":"Vicya","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$</a> bad day","listText":"<a href=\"https://laohu8.com/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$</a> bad day","text":"$UNITED OVERSEAS BANK LIMITED(U11.SI)$ bad day","images":[{"img":"https://static.tigerbbs.com/ac1ff30f1c9d5a0bf72077a559462ba6","width":"1440","height":"3063"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613315880","isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":632040419,"gmtCreate":1646172980274,"gmtModify":1646172980504,"author":{"id":"4087517059074990","authorId":"4087517059074990","name":"Vicya","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632040419","repostId":"638268752","repostType":1,"repost":{"id":638268752,"gmtCreate":1645364945186,"gmtModify":1645392227649,"author":{"id":"3537499478386870","authorId":"3537499478386870","name":"大叔观点时间","avatar":"https://static.tigerbbs.com/aea86f242be3b8d003e109794195153c","crmLevel":5,"crmLevelSwitch":0},"themes":[],"title":"微软体量庞大,突飞困难,但是我们选择做多","htmlText":"今年,<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 可以说表现非常亮眼了!在成功收购心心念念的动视暴雪之后,Q2财报营收利润双超预期,而且还在2021年底拿到了雅虎金融年度最佳公司,市值突破2万亿美元!但是,它的股价却波动剧烈,上下横跳,甚至有走衰的趋势,有人觉得微软体量庞大,突飞困难,也有人觉得微软老了,但是我们现在选择做多微软。原因有四:01业务结构微软在过去47年的表现虽然并不惊艳,但胜在稳定,在传统的软件之外,尝试了一些新的转型产品。2013年,随着整体市场的转暖,微软也完成了它的转型,根据前景规划,公司分成了4个部门:操作系统、应用软件、云服务、和硬件设备。市场对这样的调整也给出肯定,其股价从约30刀,涨到270刀(截止2021年上半年),8年9倍,平均每年的复合回报31%。也就是说,最近这8年,增长的速度要超过整体35年的平均速度。也就是说投资界又重新看好了它的股价和未来。为什么会有这样的情况,我们试着从它的业务规划来解读一下:· 个人计算(含操作系统Windows等)。视窗继续在作贡献,这个阶段推出了Windows 10, 大叔正在用这个,2021年Windows 11也出来了,用操作系统来统治整个生态,依然是它的强项,全球月活跃用户超15亿,几乎人人都要用。· 生产力和业务流程(含应用软件、如Office,领英等)。这个阶段推出了Office 365,大叔也在用Office、也在用领英,原来电脑本地安装的软件,现在变成了一个云里的应用软件和软件服务,每年付年费,自动更新。Office的用户以数十亿计,也是人人都要用。· &nb","listText":"今年,<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 可以说表现非常亮眼了!在成功收购心心念念的动视暴雪之后,Q2财报营收利润双超预期,而且还在2021年底拿到了雅虎金融年度最佳公司,市值突破2万亿美元!但是,它的股价却波动剧烈,上下横跳,甚至有走衰的趋势,有人觉得微软体量庞大,突飞困难,也有人觉得微软老了,但是我们现在选择做多微软。原因有四:01业务结构微软在过去47年的表现虽然并不惊艳,但胜在稳定,在传统的软件之外,尝试了一些新的转型产品。2013年,随着整体市场的转暖,微软也完成了它的转型,根据前景规划,公司分成了4个部门:操作系统、应用软件、云服务、和硬件设备。市场对这样的调整也给出肯定,其股价从约30刀,涨到270刀(截止2021年上半年),8年9倍,平均每年的复合回报31%。也就是说,最近这8年,增长的速度要超过整体35年的平均速度。也就是说投资界又重新看好了它的股价和未来。为什么会有这样的情况,我们试着从它的业务规划来解读一下:· 个人计算(含操作系统Windows等)。视窗继续在作贡献,这个阶段推出了Windows 10, 大叔正在用这个,2021年Windows 11也出来了,用操作系统来统治整个生态,依然是它的强项,全球月活跃用户超15亿,几乎人人都要用。· 生产力和业务流程(含应用软件、如Office,领英等)。这个阶段推出了Office 365,大叔也在用Office、也在用领英,原来电脑本地安装的软件,现在变成了一个云里的应用软件和软件服务,每年付年费,自动更新。Office的用户以数十亿计,也是人人都要用。· &nb","text":"今年,$微软(MSFT)$ 可以说表现非常亮眼了!在成功收购心心念念的动视暴雪之后,Q2财报营收利润双超预期,而且还在2021年底拿到了雅虎金融年度最佳公司,市值突破2万亿美元!但是,它的股价却波动剧烈,上下横跳,甚至有走衰的趋势,有人觉得微软体量庞大,突飞困难,也有人觉得微软老了,但是我们现在选择做多微软。原因有四:01业务结构微软在过去47年的表现虽然并不惊艳,但胜在稳定,在传统的软件之外,尝试了一些新的转型产品。2013年,随着整体市场的转暖,微软也完成了它的转型,根据前景规划,公司分成了4个部门:操作系统、应用软件、云服务、和硬件设备。市场对这样的调整也给出肯定,其股价从约30刀,涨到270刀(截止2021年上半年),8年9倍,平均每年的复合回报31%。也就是说,最近这8年,增长的速度要超过整体35年的平均速度。也就是说投资界又重新看好了它的股价和未来。为什么会有这样的情况,我们试着从它的业务规划来解读一下:· 个人计算(含操作系统Windows等)。视窗继续在作贡献,这个阶段推出了Windows 10, 大叔正在用这个,2021年Windows 11也出来了,用操作系统来统治整个生态,依然是它的强项,全球月活跃用户超15亿,几乎人人都要用。· 生产力和业务流程(含应用软件、如Office,领英等)。这个阶段推出了Office 365,大叔也在用Office、也在用领英,原来电脑本地安装的软件,现在变成了一个云里的应用软件和软件服务,每年付年费,自动更新。Office的用户以数十亿计,也是人人都要用。· &nb","images":[{"img":"https://static.tigerbbs.com/14512d61176fc855407974bddd53bec7"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638268752","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632040536,"gmtCreate":1646172966778,"gmtModify":1646172967024,"author":{"id":"4087517059074990","authorId":"4087517059074990","name":"Vicya","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632040536","repostId":"636342021","repostType":1,"repost":{"id":636342021,"gmtCreate":1645688741245,"gmtModify":1645788411077,"author":{"id":"3491416357875149","authorId":"3491416357875149","name":"交易员Owen","avatar":"https://static.tigerbbs.com/e18f8a3a764631dcc921c6316d840259","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"为什么美国非要拱火发动一场战争?","htmlText":"<a href=\"https://laohu8.com/TW/636630445\" target=\"_blank\">关于文章争议点的回应</a> 乌克兰和俄罗斯局势的有些话太敏感,而且我已经很久没有混迹社区了,所以这次低调一些,谈一谈为什么美国非要拱火发动一场战争, 这么说吧,无论乌克兰和俄罗斯的冲突最后如何发展,从实际意义上讲,美国其实已经赢了。 第一,乌克兰和俄罗斯的冲突爆发后,俄国顺理成章的受到了来自西方各国的制裁,北溪2号的天然气管道已经确认停运,德国刚刚正式暂停了北溪2号的认证工作。俄罗斯的能源出口受到影响,经济前景压力变大,俄罗斯包括周边国家的局势陷入混乱,其他新兴经济体遭受冲击,亚太这边的市场局面是不是被搞乱了? 来看一眼MSCI亚太地区的ETF走势,去年8月开始,就是一个长期的探底走势。 第二,美国“拱火”乌俄,是不是把自己的队友:欧洲诸国,也就是北约联盟的一众国家给成功拖下水了?他们以后的天然气,石油这些资源谁来保障? 要知道,欧盟的能源是极其依赖俄罗斯出口的,两边长时间的发展格局是:在对抗中求合作,在博弈中求发展,我们来看一张图就明白了: 2019年到2020年,欧盟国家进口天然气数量占比最大的两个国家,第一是俄罗斯,第二是挪威。 现在好了,欧盟跟着美国一起制裁俄罗斯,根本就是砸了个西瓜,抱了个甜瓜回来,往后能源价格飙升,物价飞涨,企业成本高企,发展滞涨的影响是少不了的。 第三,美国拉着一帮小弟制裁俄罗斯。让局面向着冲突升级上发展,是不是成功的把美元指数给托了上去? 为什么,因为历来美元都是是第一避险资产啊,大家可能只了解黄金是地缘冲突后的首选,其实在这种危机事件走向不明确的时候,美元往往会收获一大批的避险买盘。 更重要的是,美股当下的市场情绪极度看空,随时都有跌破支撑位再度下杀的可能,那么接下来大概率的剧情是:美股市场下跌,甚至会拖累实体经济走弱","listText":"<a href=\"https://laohu8.com/TW/636630445\" target=\"_blank\">关于文章争议点的回应</a> 乌克兰和俄罗斯局势的有些话太敏感,而且我已经很久没有混迹社区了,所以这次低调一些,谈一谈为什么美国非要拱火发动一场战争, 这么说吧,无论乌克兰和俄罗斯的冲突最后如何发展,从实际意义上讲,美国其实已经赢了。 第一,乌克兰和俄罗斯的冲突爆发后,俄国顺理成章的受到了来自西方各国的制裁,北溪2号的天然气管道已经确认停运,德国刚刚正式暂停了北溪2号的认证工作。俄罗斯的能源出口受到影响,经济前景压力变大,俄罗斯包括周边国家的局势陷入混乱,其他新兴经济体遭受冲击,亚太这边的市场局面是不是被搞乱了? 来看一眼MSCI亚太地区的ETF走势,去年8月开始,就是一个长期的探底走势。 第二,美国“拱火”乌俄,是不是把自己的队友:欧洲诸国,也就是北约联盟的一众国家给成功拖下水了?他们以后的天然气,石油这些资源谁来保障? 要知道,欧盟的能源是极其依赖俄罗斯出口的,两边长时间的发展格局是:在对抗中求合作,在博弈中求发展,我们来看一张图就明白了: 2019年到2020年,欧盟国家进口天然气数量占比最大的两个国家,第一是俄罗斯,第二是挪威。 现在好了,欧盟跟着美国一起制裁俄罗斯,根本就是砸了个西瓜,抱了个甜瓜回来,往后能源价格飙升,物价飞涨,企业成本高企,发展滞涨的影响是少不了的。 第三,美国拉着一帮小弟制裁俄罗斯。让局面向着冲突升级上发展,是不是成功的把美元指数给托了上去? 为什么,因为历来美元都是是第一避险资产啊,大家可能只了解黄金是地缘冲突后的首选,其实在这种危机事件走向不明确的时候,美元往往会收获一大批的避险买盘。 更重要的是,美股当下的市场情绪极度看空,随时都有跌破支撑位再度下杀的可能,那么接下来大概率的剧情是:美股市场下跌,甚至会拖累实体经济走弱","text":"关于文章争议点的回应 乌克兰和俄罗斯局势的有些话太敏感,而且我已经很久没有混迹社区了,所以这次低调一些,谈一谈为什么美国非要拱火发动一场战争, 这么说吧,无论乌克兰和俄罗斯的冲突最后如何发展,从实际意义上讲,美国其实已经赢了。 第一,乌克兰和俄罗斯的冲突爆发后,俄国顺理成章的受到了来自西方各国的制裁,北溪2号的天然气管道已经确认停运,德国刚刚正式暂停了北溪2号的认证工作。俄罗斯的能源出口受到影响,经济前景压力变大,俄罗斯包括周边国家的局势陷入混乱,其他新兴经济体遭受冲击,亚太这边的市场局面是不是被搞乱了? 来看一眼MSCI亚太地区的ETF走势,去年8月开始,就是一个长期的探底走势。 第二,美国“拱火”乌俄,是不是把自己的队友:欧洲诸国,也就是北约联盟的一众国家给成功拖下水了?他们以后的天然气,石油这些资源谁来保障? 要知道,欧盟的能源是极其依赖俄罗斯出口的,两边长时间的发展格局是:在对抗中求合作,在博弈中求发展,我们来看一张图就明白了: 2019年到2020年,欧盟国家进口天然气数量占比最大的两个国家,第一是俄罗斯,第二是挪威。 现在好了,欧盟跟着美国一起制裁俄罗斯,根本就是砸了个西瓜,抱了个甜瓜回来,往后能源价格飙升,物价飞涨,企业成本高企,发展滞涨的影响是少不了的。 第三,美国拉着一帮小弟制裁俄罗斯。让局面向着冲突升级上发展,是不是成功的把美元指数给托了上去? 为什么,因为历来美元都是是第一避险资产啊,大家可能只了解黄金是地缘冲突后的首选,其实在这种危机事件走向不明确的时候,美元往往会收获一大批的避险买盘。 更重要的是,美股当下的市场情绪极度看空,随时都有跌破支撑位再度下杀的可能,那么接下来大概率的剧情是:美股市场下跌,甚至会拖累实体经济走弱","images":[{"img":"https://static.tigerbbs.com/8a604b21c281b4288e60ddbf879be688","width":"1080","height":"597"},{"img":"https://static.tigerbbs.com/93ec9bc2e915616286fd97bd5f84f7e1","width":"1000","height":"797"},{"img":"https://static.tigerbbs.com/2b4635ae81a23537dbbaa8cebb3c573a","width":"1080","height":"478"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636342021","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632040253,"gmtCreate":1646172952836,"gmtModify":1646172953140,"author":{"id":"4087517059074990","authorId":"4087517059074990","name":"Vicya","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632040253","repostId":"638707367","repostType":1,"repost":{"id":638707367,"gmtCreate":1645518160329,"gmtModify":1645527090263,"author":{"id":"3502860692623653","authorId":"3502860692623653","name":"爱上趋势股","avatar":"https://static.tigerbbs.com/17f4521614b0cae62aff9fa7fa80fa77","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"芒格坚持买入阿里巴巴的原因是什么?","htmlText":"这几天讨论芒格老爷子的挺多,一位年近100岁高龄的股神,被<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\"></a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 套了一年,不断补仓,补成了第三大持仓股。 具体情况是: 2021年第一季度,阿里巴巴的股价从高位跌去了30%,然后芒格开始建仓,成本大概是 220-270 美元; 三季度,阿里巴巴的股价又跌了30%,开始在140 美元左右补仓; 四季度,阿里巴巴的股价又跌了30%,老爷子直接加大了买入力度,将持仓股翻了一倍,达到60多万,成为自己的第三大持仓股。 有人给测算了一下,此时芒格整体仍亏损20%左右。 芒格为啥如此钟爱阿里? 他说的很简单,对中国经济有信心、对阿里有信心,好像有点赌中国国运的意思。 其实芒格这波操作,像极巴菲特当年抄底<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\"></a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 。 在2018年,苹果这样的巨头也出现过腰斩的走势;而巴菲特正式在这一年疯狂买入苹果的股票,成为<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\"></a><a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> 第一重仓股,后来仅3年多时间,苹果就从低点翻了6倍: 2018年暴跌后的苹果走势 事实上,每一轮优质资产的暴跌,在芒格、巴菲特等人眼中,都是他们所说的“别人恐惧,我贪婪”的机会。 那么,为什么芒格会看中阿里巴巴? 很多人认为,由于","listText":"这几天讨论芒格老爷子的挺多,一位年近100岁高龄的股神,被<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\"></a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 套了一年,不断补仓,补成了第三大持仓股。 具体情况是: 2021年第一季度,阿里巴巴的股价从高位跌去了30%,然后芒格开始建仓,成本大概是 220-270 美元; 三季度,阿里巴巴的股价又跌了30%,开始在140 美元左右补仓; 四季度,阿里巴巴的股价又跌了30%,老爷子直接加大了买入力度,将持仓股翻了一倍,达到60多万,成为自己的第三大持仓股。 有人给测算了一下,此时芒格整体仍亏损20%左右。 芒格为啥如此钟爱阿里? 他说的很简单,对中国经济有信心、对阿里有信心,好像有点赌中国国运的意思。 其实芒格这波操作,像极巴菲特当年抄底<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\"></a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 。 在2018年,苹果这样的巨头也出现过腰斩的走势;而巴菲特正式在这一年疯狂买入苹果的股票,成为<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\"></a><a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> 第一重仓股,后来仅3年多时间,苹果就从低点翻了6倍: 2018年暴跌后的苹果走势 事实上,每一轮优质资产的暴跌,在芒格、巴菲特等人眼中,都是他们所说的“别人恐惧,我贪婪”的机会。 那么,为什么芒格会看中阿里巴巴? 很多人认为,由于","text":"这几天讨论芒格老爷子的挺多,一位年近100岁高龄的股神,被$阿里巴巴(BABA)$ 套了一年,不断补仓,补成了第三大持仓股。 具体情况是: 2021年第一季度,阿里巴巴的股价从高位跌去了30%,然后芒格开始建仓,成本大概是 220-270 美元; 三季度,阿里巴巴的股价又跌了30%,开始在140 美元左右补仓; 四季度,阿里巴巴的股价又跌了30%,老爷子直接加大了买入力度,将持仓股翻了一倍,达到60多万,成为自己的第三大持仓股。 有人给测算了一下,此时芒格整体仍亏损20%左右。 芒格为啥如此钟爱阿里? 他说的很简单,对中国经济有信心、对阿里有信心,好像有点赌中国国运的意思。 其实芒格这波操作,像极巴菲特当年抄底$苹果(AAPL)$ 。 在2018年,苹果这样的巨头也出现过腰斩的走势;而巴菲特正式在这一年疯狂买入苹果的股票,成为$伯克希尔(BRK.A)$ 第一重仓股,后来仅3年多时间,苹果就从低点翻了6倍: 2018年暴跌后的苹果走势 事实上,每一轮优质资产的暴跌,在芒格、巴菲特等人眼中,都是他们所说的“别人恐惧,我贪婪”的机会。 那么,为什么芒格会看中阿里巴巴? 很多人认为,由于","images":[{"img":"https://static.tigerbbs.com/f19baedea4e72c6eae8b548e67873552","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/585302ff264dadb49345e7557ad08121","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/45fc39a4f3fb8f4deffbcc13d623137d","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638707367","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636519150,"gmtCreate":1646006105107,"gmtModify":1646006105306,"author":{"id":"4087517059074990","authorId":"4087517059074990","name":"Vicya","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>nice","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>nice","text":"$Apple(AAPL)$nice","images":[{"img":"https://static.tigerbbs.com/cbd9ecee189529b106b42f38b71e53c6","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636519150","isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":636519918,"gmtCreate":1646006073100,"gmtModify":1646006073294,"author":{"id":"4087517059074990","authorId":"4087517059074990","name":"Vicya","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636519918","repostId":"638268752","repostType":1,"repost":{"id":638268752,"gmtCreate":1645364945186,"gmtModify":1645392227649,"author":{"id":"3537499478386870","authorId":"3537499478386870","name":"大叔观点时间","avatar":"https://static.tigerbbs.com/aea86f242be3b8d003e109794195153c","crmLevel":5,"crmLevelSwitch":0},"themes":[],"title":"微软体量庞大,突飞困难,但是我们选择做多","htmlText":"今年,<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 可以说表现非常亮眼了!在成功收购心心念念的动视暴雪之后,Q2财报营收利润双超预期,而且还在2021年底拿到了雅虎金融年度最佳公司,市值突破2万亿美元!但是,它的股价却波动剧烈,上下横跳,甚至有走衰的趋势,有人觉得微软体量庞大,突飞困难,也有人觉得微软老了,但是我们现在选择做多微软。原因有四:01业务结构微软在过去47年的表现虽然并不惊艳,但胜在稳定,在传统的软件之外,尝试了一些新的转型产品。2013年,随着整体市场的转暖,微软也完成了它的转型,根据前景规划,公司分成了4个部门:操作系统、应用软件、云服务、和硬件设备。市场对这样的调整也给出肯定,其股价从约30刀,涨到270刀(截止2021年上半年),8年9倍,平均每年的复合回报31%。也就是说,最近这8年,增长的速度要超过整体35年的平均速度。也就是说投资界又重新看好了它的股价和未来。为什么会有这样的情况,我们试着从它的业务规划来解读一下:· 个人计算(含操作系统Windows等)。视窗继续在作贡献,这个阶段推出了Windows 10, 大叔正在用这个,2021年Windows 11也出来了,用操作系统来统治整个生态,依然是它的强项,全球月活跃用户超15亿,几乎人人都要用。· 生产力和业务流程(含应用软件、如Office,领英等)。这个阶段推出了Office 365,大叔也在用Office、也在用领英,原来电脑本地安装的软件,现在变成了一个云里的应用软件和软件服务,每年付年费,自动更新。Office的用户以数十亿计,也是人人都要用。· &nb","listText":"今年,<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 可以说表现非常亮眼了!在成功收购心心念念的动视暴雪之后,Q2财报营收利润双超预期,而且还在2021年底拿到了雅虎金融年度最佳公司,市值突破2万亿美元!但是,它的股价却波动剧烈,上下横跳,甚至有走衰的趋势,有人觉得微软体量庞大,突飞困难,也有人觉得微软老了,但是我们现在选择做多微软。原因有四:01业务结构微软在过去47年的表现虽然并不惊艳,但胜在稳定,在传统的软件之外,尝试了一些新的转型产品。2013年,随着整体市场的转暖,微软也完成了它的转型,根据前景规划,公司分成了4个部门:操作系统、应用软件、云服务、和硬件设备。市场对这样的调整也给出肯定,其股价从约30刀,涨到270刀(截止2021年上半年),8年9倍,平均每年的复合回报31%。也就是说,最近这8年,增长的速度要超过整体35年的平均速度。也就是说投资界又重新看好了它的股价和未来。为什么会有这样的情况,我们试着从它的业务规划来解读一下:· 个人计算(含操作系统Windows等)。视窗继续在作贡献,这个阶段推出了Windows 10, 大叔正在用这个,2021年Windows 11也出来了,用操作系统来统治整个生态,依然是它的强项,全球月活跃用户超15亿,几乎人人都要用。· 生产力和业务流程(含应用软件、如Office,领英等)。这个阶段推出了Office 365,大叔也在用Office、也在用领英,原来电脑本地安装的软件,现在变成了一个云里的应用软件和软件服务,每年付年费,自动更新。Office的用户以数十亿计,也是人人都要用。· &nb","text":"今年,$微软(MSFT)$ 可以说表现非常亮眼了!在成功收购心心念念的动视暴雪之后,Q2财报营收利润双超预期,而且还在2021年底拿到了雅虎金融年度最佳公司,市值突破2万亿美元!但是,它的股价却波动剧烈,上下横跳,甚至有走衰的趋势,有人觉得微软体量庞大,突飞困难,也有人觉得微软老了,但是我们现在选择做多微软。原因有四:01业务结构微软在过去47年的表现虽然并不惊艳,但胜在稳定,在传统的软件之外,尝试了一些新的转型产品。2013年,随着整体市场的转暖,微软也完成了它的转型,根据前景规划,公司分成了4个部门:操作系统、应用软件、云服务、和硬件设备。市场对这样的调整也给出肯定,其股价从约30刀,涨到270刀(截止2021年上半年),8年9倍,平均每年的复合回报31%。也就是说,最近这8年,增长的速度要超过整体35年的平均速度。也就是说投资界又重新看好了它的股价和未来。为什么会有这样的情况,我们试着从它的业务规划来解读一下:· 个人计算(含操作系统Windows等)。视窗继续在作贡献,这个阶段推出了Windows 10, 大叔正在用这个,2021年Windows 11也出来了,用操作系统来统治整个生态,依然是它的强项,全球月活跃用户超15亿,几乎人人都要用。· 生产力和业务流程(含应用软件、如Office,领英等)。这个阶段推出了Office 365,大叔也在用Office、也在用领英,原来电脑本地安装的软件,现在变成了一个云里的应用软件和软件服务,每年付年费,自动更新。Office的用户以数十亿计,也是人人都要用。· &nb","images":[{"img":"https://static.tigerbbs.com/14512d61176fc855407974bddd53bec7"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638268752","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636510725,"gmtCreate":1646006060579,"gmtModify":1646006060781,"author":{"id":"4087517059074990","authorId":"4087517059074990","name":"Vicya","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636510725","repostId":"636342021","repostType":1,"repost":{"id":636342021,"gmtCreate":1645688741245,"gmtModify":1645788411077,"author":{"id":"3491416357875149","authorId":"3491416357875149","name":"交易员Owen","avatar":"https://static.tigerbbs.com/e18f8a3a764631dcc921c6316d840259","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"为什么美国非要拱火发动一场战争?","htmlText":"<a href=\"https://laohu8.com/TW/636630445\" target=\"_blank\">关于文章争议点的回应</a> 乌克兰和俄罗斯局势的有些话太敏感,而且我已经很久没有混迹社区了,所以这次低调一些,谈一谈为什么美国非要拱火发动一场战争, 这么说吧,无论乌克兰和俄罗斯的冲突最后如何发展,从实际意义上讲,美国其实已经赢了。 第一,乌克兰和俄罗斯的冲突爆发后,俄国顺理成章的受到了来自西方各国的制裁,北溪2号的天然气管道已经确认停运,德国刚刚正式暂停了北溪2号的认证工作。俄罗斯的能源出口受到影响,经济前景压力变大,俄罗斯包括周边国家的局势陷入混乱,其他新兴经济体遭受冲击,亚太这边的市场局面是不是被搞乱了? 来看一眼MSCI亚太地区的ETF走势,去年8月开始,就是一个长期的探底走势。 第二,美国“拱火”乌俄,是不是把自己的队友:欧洲诸国,也就是北约联盟的一众国家给成功拖下水了?他们以后的天然气,石油这些资源谁来保障? 要知道,欧盟的能源是极其依赖俄罗斯出口的,两边长时间的发展格局是:在对抗中求合作,在博弈中求发展,我们来看一张图就明白了: 2019年到2020年,欧盟国家进口天然气数量占比最大的两个国家,第一是俄罗斯,第二是挪威。 现在好了,欧盟跟着美国一起制裁俄罗斯,根本就是砸了个西瓜,抱了个甜瓜回来,往后能源价格飙升,物价飞涨,企业成本高企,发展滞涨的影响是少不了的。 第三,美国拉着一帮小弟制裁俄罗斯。让局面向着冲突升级上发展,是不是成功的把美元指数给托了上去? 为什么,因为历来美元都是是第一避险资产啊,大家可能只了解黄金是地缘冲突后的首选,其实在这种危机事件走向不明确的时候,美元往往会收获一大批的避险买盘。 更重要的是,美股当下的市场情绪极度看空,随时都有跌破支撑位再度下杀的可能,那么接下来大概率的剧情是:美股市场下跌,甚至会拖累实体经济走弱","listText":"<a href=\"https://laohu8.com/TW/636630445\" target=\"_blank\">关于文章争议点的回应</a> 乌克兰和俄罗斯局势的有些话太敏感,而且我已经很久没有混迹社区了,所以这次低调一些,谈一谈为什么美国非要拱火发动一场战争, 这么说吧,无论乌克兰和俄罗斯的冲突最后如何发展,从实际意义上讲,美国其实已经赢了。 第一,乌克兰和俄罗斯的冲突爆发后,俄国顺理成章的受到了来自西方各国的制裁,北溪2号的天然气管道已经确认停运,德国刚刚正式暂停了北溪2号的认证工作。俄罗斯的能源出口受到影响,经济前景压力变大,俄罗斯包括周边国家的局势陷入混乱,其他新兴经济体遭受冲击,亚太这边的市场局面是不是被搞乱了? 来看一眼MSCI亚太地区的ETF走势,去年8月开始,就是一个长期的探底走势。 第二,美国“拱火”乌俄,是不是把自己的队友:欧洲诸国,也就是北约联盟的一众国家给成功拖下水了?他们以后的天然气,石油这些资源谁来保障? 要知道,欧盟的能源是极其依赖俄罗斯出口的,两边长时间的发展格局是:在对抗中求合作,在博弈中求发展,我们来看一张图就明白了: 2019年到2020年,欧盟国家进口天然气数量占比最大的两个国家,第一是俄罗斯,第二是挪威。 现在好了,欧盟跟着美国一起制裁俄罗斯,根本就是砸了个西瓜,抱了个甜瓜回来,往后能源价格飙升,物价飞涨,企业成本高企,发展滞涨的影响是少不了的。 第三,美国拉着一帮小弟制裁俄罗斯。让局面向着冲突升级上发展,是不是成功的把美元指数给托了上去? 为什么,因为历来美元都是是第一避险资产啊,大家可能只了解黄金是地缘冲突后的首选,其实在这种危机事件走向不明确的时候,美元往往会收获一大批的避险买盘。 更重要的是,美股当下的市场情绪极度看空,随时都有跌破支撑位再度下杀的可能,那么接下来大概率的剧情是:美股市场下跌,甚至会拖累实体经济走弱","text":"关于文章争议点的回应 乌克兰和俄罗斯局势的有些话太敏感,而且我已经很久没有混迹社区了,所以这次低调一些,谈一谈为什么美国非要拱火发动一场战争, 这么说吧,无论乌克兰和俄罗斯的冲突最后如何发展,从实际意义上讲,美国其实已经赢了。 第一,乌克兰和俄罗斯的冲突爆发后,俄国顺理成章的受到了来自西方各国的制裁,北溪2号的天然气管道已经确认停运,德国刚刚正式暂停了北溪2号的认证工作。俄罗斯的能源出口受到影响,经济前景压力变大,俄罗斯包括周边国家的局势陷入混乱,其他新兴经济体遭受冲击,亚太这边的市场局面是不是被搞乱了? 来看一眼MSCI亚太地区的ETF走势,去年8月开始,就是一个长期的探底走势。 第二,美国“拱火”乌俄,是不是把自己的队友:欧洲诸国,也就是北约联盟的一众国家给成功拖下水了?他们以后的天然气,石油这些资源谁来保障? 要知道,欧盟的能源是极其依赖俄罗斯出口的,两边长时间的发展格局是:在对抗中求合作,在博弈中求发展,我们来看一张图就明白了: 2019年到2020年,欧盟国家进口天然气数量占比最大的两个国家,第一是俄罗斯,第二是挪威。 现在好了,欧盟跟着美国一起制裁俄罗斯,根本就是砸了个西瓜,抱了个甜瓜回来,往后能源价格飙升,物价飞涨,企业成本高企,发展滞涨的影响是少不了的。 第三,美国拉着一帮小弟制裁俄罗斯。让局面向着冲突升级上发展,是不是成功的把美元指数给托了上去? 为什么,因为历来美元都是是第一避险资产啊,大家可能只了解黄金是地缘冲突后的首选,其实在这种危机事件走向不明确的时候,美元往往会收获一大批的避险买盘。 更重要的是,美股当下的市场情绪极度看空,随时都有跌破支撑位再度下杀的可能,那么接下来大概率的剧情是:美股市场下跌,甚至会拖累实体经济走弱","images":[{"img":"https://static.tigerbbs.com/8a604b21c281b4288e60ddbf879be688","width":"1080","height":"597"},{"img":"https://static.tigerbbs.com/93ec9bc2e915616286fd97bd5f84f7e1","width":"1000","height":"797"},{"img":"https://static.tigerbbs.com/2b4635ae81a23537dbbaa8cebb3c573a","width":"1080","height":"478"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636342021","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636510234,"gmtCreate":1646006047106,"gmtModify":1646006047373,"author":{"id":"4087517059074990","authorId":"4087517059074990","name":"Vicya","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636510234","repostId":"638707367","repostType":1,"repost":{"id":638707367,"gmtCreate":1645518160329,"gmtModify":1645527090263,"author":{"id":"3502860692623653","authorId":"3502860692623653","name":"爱上趋势股","avatar":"https://static.tigerbbs.com/17f4521614b0cae62aff9fa7fa80fa77","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"芒格坚持买入阿里巴巴的原因是什么?","htmlText":"这几天讨论芒格老爷子的挺多,一位年近100岁高龄的股神,被<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\"></a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 套了一年,不断补仓,补成了第三大持仓股。 具体情况是: 2021年第一季度,阿里巴巴的股价从高位跌去了30%,然后芒格开始建仓,成本大概是 220-270 美元; 三季度,阿里巴巴的股价又跌了30%,开始在140 美元左右补仓; 四季度,阿里巴巴的股价又跌了30%,老爷子直接加大了买入力度,将持仓股翻了一倍,达到60多万,成为自己的第三大持仓股。 有人给测算了一下,此时芒格整体仍亏损20%左右。 芒格为啥如此钟爱阿里? 他说的很简单,对中国经济有信心、对阿里有信心,好像有点赌中国国运的意思。 其实芒格这波操作,像极巴菲特当年抄底<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\"></a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 。 在2018年,苹果这样的巨头也出现过腰斩的走势;而巴菲特正式在这一年疯狂买入苹果的股票,成为<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\"></a><a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> 第一重仓股,后来仅3年多时间,苹果就从低点翻了6倍: 2018年暴跌后的苹果走势 事实上,每一轮优质资产的暴跌,在芒格、巴菲特等人眼中,都是他们所说的“别人恐惧,我贪婪”的机会。 那么,为什么芒格会看中阿里巴巴? 很多人认为,由于","listText":"这几天讨论芒格老爷子的挺多,一位年近100岁高龄的股神,被<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\"></a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 套了一年,不断补仓,补成了第三大持仓股。 具体情况是: 2021年第一季度,阿里巴巴的股价从高位跌去了30%,然后芒格开始建仓,成本大概是 220-270 美元; 三季度,阿里巴巴的股价又跌了30%,开始在140 美元左右补仓; 四季度,阿里巴巴的股价又跌了30%,老爷子直接加大了买入力度,将持仓股翻了一倍,达到60多万,成为自己的第三大持仓股。 有人给测算了一下,此时芒格整体仍亏损20%左右。 芒格为啥如此钟爱阿里? 他说的很简单,对中国经济有信心、对阿里有信心,好像有点赌中国国运的意思。 其实芒格这波操作,像极巴菲特当年抄底<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\"></a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 。 在2018年,苹果这样的巨头也出现过腰斩的走势;而巴菲特正式在这一年疯狂买入苹果的股票,成为<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\"></a><a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> 第一重仓股,后来仅3年多时间,苹果就从低点翻了6倍: 2018年暴跌后的苹果走势 事实上,每一轮优质资产的暴跌,在芒格、巴菲特等人眼中,都是他们所说的“别人恐惧,我贪婪”的机会。 那么,为什么芒格会看中阿里巴巴? 很多人认为,由于","text":"这几天讨论芒格老爷子的挺多,一位年近100岁高龄的股神,被$阿里巴巴(BABA)$ 套了一年,不断补仓,补成了第三大持仓股。 具体情况是: 2021年第一季度,阿里巴巴的股价从高位跌去了30%,然后芒格开始建仓,成本大概是 220-270 美元; 三季度,阿里巴巴的股价又跌了30%,开始在140 美元左右补仓; 四季度,阿里巴巴的股价又跌了30%,老爷子直接加大了买入力度,将持仓股翻了一倍,达到60多万,成为自己的第三大持仓股。 有人给测算了一下,此时芒格整体仍亏损20%左右。 芒格为啥如此钟爱阿里? 他说的很简单,对中国经济有信心、对阿里有信心,好像有点赌中国国运的意思。 其实芒格这波操作,像极巴菲特当年抄底$苹果(AAPL)$ 。 在2018年,苹果这样的巨头也出现过腰斩的走势;而巴菲特正式在这一年疯狂买入苹果的股票,成为$伯克希尔(BRK.A)$ 第一重仓股,后来仅3年多时间,苹果就从低点翻了6倍: 2018年暴跌后的苹果走势 事实上,每一轮优质资产的暴跌,在芒格、巴菲特等人眼中,都是他们所说的“别人恐惧,我贪婪”的机会。 那么,为什么芒格会看中阿里巴巴? 很多人认为,由于","images":[{"img":"https://static.tigerbbs.com/f19baedea4e72c6eae8b548e67873552","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/585302ff264dadb49345e7557ad08121","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/45fc39a4f3fb8f4deffbcc13d623137d","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638707367","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636510857,"gmtCreate":1646005975474,"gmtModify":1646005975693,"author":{"id":"4087517059074990","authorId":"4087517059074990","name":"Vicya","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>nice","text":"$Apple(AAPL)$nice","images":[{"img":"https://static.tigerbbs.com/b9d2c4195d8a7d4618370db653038997","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636944067","isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":636945667,"gmtCreate":1645660569668,"gmtModify":1645660569873,"author":{"id":"4087517059074990","authorId":"4087517059074990","name":"Vicya","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636945667","repostId":"2213918896","repostType":2,"repost":{"id":"2213918896","pubTimestamp":1645657758,"share":"https://www.laohu8.com/m/news/2213918896?lang=&edition=full","pubTime":"2022-02-24 07:09","market":"hk","language":"zh","title":"外媒头条:小摩预计二季度油价或飙升至110美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2213918896","media":"市场资讯","summary":" 摩根大通预计,在乌克兰危机持续升级推动下,第二季平均油价可能上看110美元。 包括Natasha Kaneva在内的摩根大通分析师在一份报告中写道,原油价格可能在下一季度持续高企,然后在今年年底回落至平均每桶90美元的水平。 布伦特本周涨至离每桶100美元咫尺之遥,还是2014年以来首见。 摩根大通分析师表示,布伦特原油下一季度的均价在每桶110美元,西德克萨斯中质油料为107美元。","content":"<html><head></head><body><p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有:</b></p><blockquote><b>1、乌克兰危机难降温 小摩预计二季度油价或飙升至110美元</b></blockquote><blockquote><b>2、俄罗斯卢布跌至疫情期以来最低 期权显示汇率还未触底</b></blockquote><blockquote><b>3、美国考虑释放石油储备 以应对乌克兰局势导致的油价飙升</b></blockquote><blockquote><b>4、美国上周住房贷款申请指数大幅下降 因抵押贷款利率上升</b></blockquote><blockquote><b>5、<a href=\"https://laohu8.com/S/GS\">高盛</a>:对冲基金轮替投资配置 大幅削减科技股</b></blockquote><blockquote><b>6、欧洲央行管委称任何货币政策正常化都应循序渐进</b></blockquote><p><img src=\"https://static.tigerbbs.com/1aeea1aa8fb2b8b9a70757932f549ad5\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>乌克兰危机难降温 小摩预计二季度油价或飙升至110美元</b></p><p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>预计,在乌克兰危机持续升级推动下,第二季平均油价可能上看110美元。</p><p>包括Natasha Kaneva在内的摩根大通分析师在一份报告中写道,原油价格可能在下一季度持续高企,然后在今年年底回落至平均每桶90美元的水平。</p><p>该预测假设乌克兰紧张局势进一步升级,同时伊朗核协议达成,得以向市场注入一些供应。</p><p>布伦特本周涨至离每桶100美元咫尺之遥,还是2014年以来首见。东欧紧张局势给油价煽风点火的同时,交易员还预计,供不应求的局面正在压缩全球石油库存。</p><p>摩根大通分析师表示,布伦特原油下一季度的均价在每桶110美元,西德克萨斯中质油料为107美元。这一目标比该行先前的预估都高出22美元。</p><p><img src=\"https://static.tigerbbs.com/34912b68920ceddb71b515b9f5e7ed8d\" tg-width=\"550\" tg-height=\"313\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>俄罗斯卢布跌至疫情期以来最低 期权显示汇率还未触底</b></p><p>对于今年已经出现历史性下跌的俄罗斯市场,交易员传达的信息是,未来卢布可能还要继续下行。</p><p>卢布兑美元周三延续跌势,触及2020年3月疫情开始以来的最低水平。期权定价显示,卢布兑美元在未来两个月内跌至纪录低点的可能性为50%。2016年卢布跌至纪录低位时经济正陷入衰退。技术分析师也持同样观点,认为卢布兑美元的<a href=\"https://laohu8.com/S/42T.SI\">趋势线</a>接近失守。</p><p>道明证券投资组合策略主管Cristian Maggio表示,“卢布的疲软程度将大于预期”。</p><p>俄乌局势升级令俄罗斯金融市场受到重创。虽然周二资产价格因为交易员对制裁措施的影响仍存疑而有所反弹,但基准指数徘徊在多年低点附近。</p><p>卢布和乌克兰格里夫纳都是今年表现垫底的货币,兑美元跌幅超过7%。在股市方面,自10月以来,莫斯科基准的MOEX指数已下跌近三分之一。俄罗斯市场周三因公共假日休市,但RTS股指期货暗示股市周四重新开市时可能会迎来下跌。</p><p><img src=\"https://static.tigerbbs.com/3d9eeb50d95e4286b582ab4d975ad9b9\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>美国考虑释放石油储备 以应对乌克兰局势导致的油价飙升</b></p><p>两位知情人士透露,拜登政府正考虑再次动用战略石油储备,与盟友联手应对乌克兰局势导致的油价飙升。</p><p>知情人士称,虽然尚未做出决定,但政府内部正在进行“活跃对话”,包括潜在的价格触发点,以及如何与其他国家协调释放石油储备。由于这些政府内部讨论尚未公开,知情人士要求匿名。他们说,正在建模以确定潜在释放储备石油的规模和范围。</p><p><a href=\"https://laohu8.com/S/USEG\">美国能源</a>部不予置评。白宫以及国家安全委员会未立即回复置评请求。</p><p>白宫去年11月批准从战略石油储备中释放5000万桶原油,联手印度、日本、韩国等以应对经济从疫情中恢复之际出现的油价飙升。</p><p><img src=\"https://static.tigerbbs.com/c954ec9ae7251d380ca04f26e78f38b8\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>美国上周住房贷款申请指数大幅下降 因抵押贷款利率上升</b></p><p>一项美国住房贷款申请指标在上周降至2019年末以来最低水平,表明抵押贷款利率上升正对房地产市场构成更大压力。</p><p>美国抵押贷款银行协会(MBA)周三公布,截至2月18日一周抵押贷款申请指数下降13.1%至466.4。</p><p>购买指数下跌逾10%至去年8月中旬以来最低水平。再融资指标上周下降15.6%,达2019年12月以来最弱。</p><p>30年期固定利率贷款的合约利率上周小幅上升至4.06%,为2019年7月以来最高水平。自2021年末以来,该利率已上升近0.75个百分点。</p><p><img src=\"https://static.tigerbbs.com/735ef65461d43994749ce336651e890d\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>高盛:对冲基金轮替投资配置 大幅削减科技股</b></p><p>根据高盛集团的数据,美国对冲基金不断削减科技股的头寸,并且从2022年开始比十多年来任何时候都更倾向于配置便宜的股票。</p><p>“文件显示,对冲基金根据与过去几年大部分时间不同的股票市场环境而配置部位,”以Ben Snider为首的策略师在给客户的报告中写道。他表示,股票头寸总计达2.6万亿美元的基金已经减持较为昂贵的增长型股票,转向偏好持有能源和金融股。</p><p>高盛的分析是基于截至2月15日发布的788档对冲基金的“13F报告(揭露美股持仓部位的季度报告)”。分析显示,虽然标准普尔500科技巨头之下包括苹果公司和微软公司在内的所谓“FAAMG”集团仍然是最受欢迎的多头头寸,对冲基金持续将投资组合从增长股转向所谓的价值股。</p><p>截至12月31日的调整后部位显示,对冲基金更倾向于价值股,且为2011年以来之最,这已经反映在今年的市场走势中。标准普尔500指数周二陷入回调,而以科技股为主的纳斯达克100指数今年下跌15%,原因是因通胀飙升,美联储的态度越来越偏鹰派。</p><p><img src=\"https://static.tigerbbs.com/7efcf46580ffb6d49facb763d86d0799\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>欧洲央行管委称任何货币政策正常化都应循序渐进</b></p><p>欧洲央行管理委员会成员Pablo Hernandez de Cos表示,任何货币政策正常化都应该是循序渐进的,并且只有在资产净购买结束之后才开始。</p><p>de Cos表示,预计中期内通胀率不会持续高于2%的目标。</p><p>兼任西班牙央行行长的de Cos称,不能排除首次加息条件满足时间早于原先预期的可能性。考虑到高度的不确定性,欧洲央行必须灵活并对所有选项持开放心态。</p></body></html>","source":"sina_us","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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:小摩预计二季度油价或飙升至110美元</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外媒头条:小摩预计二季度油价或飙升至110美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-24 07:09 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2022-02-24/doc-imcwiwss2585607.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有:1、乌克兰危机难降温 小摩预计二季度油价或飙升至110美元2、俄罗斯卢布跌至疫情期以来最低 期权显示汇率还未触底3、美国考虑释放石油储备 以应对乌克兰局势导致的油价飙升4、美国上周住房贷款申请指数大幅下降 因抵押贷款利率上升5、高盛:对冲基金轮替投资配置 大幅削减科技股6、欧洲央行管委称任何货币政策正常化都应循序渐进乌克兰危机难降温 小摩预计二季度油价...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2022-02-24/doc-imcwiwss2585607.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/1aeea1aa8fb2b8b9a70757932f549ad5","relate_stocks":{"JPM":"摩根大通",".SPX":"S&P 500 Index","BK4566":"资本集团","BK4504":"桥水持仓","BK4533":"AQR资本管理(全球第二大对冲基金)",".DJI":"道琼斯","BK4534":"瑞士信贷持仓","BK4550":"红杉资本持仓","BK4207":"综合性银行",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-02-24/doc-imcwiwss2585607.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2213918896","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有:1、乌克兰危机难降温 小摩预计二季度油价或飙升至110美元2、俄罗斯卢布跌至疫情期以来最低 期权显示汇率还未触底3、美国考虑释放石油储备 以应对乌克兰局势导致的油价飙升4、美国上周住房贷款申请指数大幅下降 因抵押贷款利率上升5、高盛:对冲基金轮替投资配置 大幅削减科技股6、欧洲央行管委称任何货币政策正常化都应循序渐进乌克兰危机难降温 小摩预计二季度油价或飙升至110美元摩根大通预计,在乌克兰危机持续升级推动下,第二季平均油价可能上看110美元。包括Natasha Kaneva在内的摩根大通分析师在一份报告中写道,原油价格可能在下一季度持续高企,然后在今年年底回落至平均每桶90美元的水平。该预测假设乌克兰紧张局势进一步升级,同时伊朗核协议达成,得以向市场注入一些供应。布伦特本周涨至离每桶100美元咫尺之遥,还是2014年以来首见。东欧紧张局势给油价煽风点火的同时,交易员还预计,供不应求的局面正在压缩全球石油库存。摩根大通分析师表示,布伦特原油下一季度的均价在每桶110美元,西德克萨斯中质油料为107美元。这一目标比该行先前的预估都高出22美元。俄罗斯卢布跌至疫情期以来最低 期权显示汇率还未触底对于今年已经出现历史性下跌的俄罗斯市场,交易员传达的信息是,未来卢布可能还要继续下行。卢布兑美元周三延续跌势,触及2020年3月疫情开始以来的最低水平。期权定价显示,卢布兑美元在未来两个月内跌至纪录低点的可能性为50%。2016年卢布跌至纪录低位时经济正陷入衰退。技术分析师也持同样观点,认为卢布兑美元的趋势线接近失守。道明证券投资组合策略主管Cristian Maggio表示,“卢布的疲软程度将大于预期”。俄乌局势升级令俄罗斯金融市场受到重创。虽然周二资产价格因为交易员对制裁措施的影响仍存疑而有所反弹,但基准指数徘徊在多年低点附近。卢布和乌克兰格里夫纳都是今年表现垫底的货币,兑美元跌幅超过7%。在股市方面,自10月以来,莫斯科基准的MOEX指数已下跌近三分之一。俄罗斯市场周三因公共假日休市,但RTS股指期货暗示股市周四重新开市时可能会迎来下跌。美国考虑释放石油储备 以应对乌克兰局势导致的油价飙升两位知情人士透露,拜登政府正考虑再次动用战略石油储备,与盟友联手应对乌克兰局势导致的油价飙升。知情人士称,虽然尚未做出决定,但政府内部正在进行“活跃对话”,包括潜在的价格触发点,以及如何与其他国家协调释放石油储备。由于这些政府内部讨论尚未公开,知情人士要求匿名。他们说,正在建模以确定潜在释放储备石油的规模和范围。美国能源部不予置评。白宫以及国家安全委员会未立即回复置评请求。白宫去年11月批准从战略石油储备中释放5000万桶原油,联手印度、日本、韩国等以应对经济从疫情中恢复之际出现的油价飙升。美国上周住房贷款申请指数大幅下降 因抵押贷款利率上升一项美国住房贷款申请指标在上周降至2019年末以来最低水平,表明抵押贷款利率上升正对房地产市场构成更大压力。美国抵押贷款银行协会(MBA)周三公布,截至2月18日一周抵押贷款申请指数下降13.1%至466.4。购买指数下跌逾10%至去年8月中旬以来最低水平。再融资指标上周下降15.6%,达2019年12月以来最弱。30年期固定利率贷款的合约利率上周小幅上升至4.06%,为2019年7月以来最高水平。自2021年末以来,该利率已上升近0.75个百分点。高盛:对冲基金轮替投资配置 大幅削减科技股根据高盛集团的数据,美国对冲基金不断削减科技股的头寸,并且从2022年开始比十多年来任何时候都更倾向于配置便宜的股票。“文件显示,对冲基金根据与过去几年大部分时间不同的股票市场环境而配置部位,”以Ben Snider为首的策略师在给客户的报告中写道。他表示,股票头寸总计达2.6万亿美元的基金已经减持较为昂贵的增长型股票,转向偏好持有能源和金融股。高盛的分析是基于截至2月15日发布的788档对冲基金的“13F报告(揭露美股持仓部位的季度报告)”。分析显示,虽然标准普尔500科技巨头之下包括苹果公司和微软公司在内的所谓“FAAMG”集团仍然是最受欢迎的多头头寸,对冲基金持续将投资组合从增长股转向所谓的价值股。截至12月31日的调整后部位显示,对冲基金更倾向于价值股,且为2011年以来之最,这已经反映在今年的市场走势中。标准普尔500指数周二陷入回调,而以科技股为主的纳斯达克100指数今年下跌15%,原因是因通胀飙升,美联储的态度越来越偏鹰派。欧洲央行管委称任何货币政策正常化都应循序渐进欧洲央行管理委员会成员Pablo Hernandez de Cos表示,任何货币政策正常化都应该是循序渐进的,并且只有在资产净购买结束之后才开始。de Cos表示,预计中期内通胀率不会持续高于2%的目标。兼任西班牙央行行长的de Cos称,不能排除首次加息条件满足时间早于原先预期的可能性。考虑到高度的不确定性,欧洲央行必须灵活并对所有选项持开放心态。","news_type":1},"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638496076,"gmtCreate":1645482831348,"gmtModify":1645482831592,"author":{"id":"4087517059074990","authorId":"4087517059074990","name":"Vicya","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$XIAOMI-W(01810)$</a>nice","listText":"<a href=\"https://laohu8.com/S/01810\">$XIAOMI-W(01810)$</a>nice","text":"$XIAOMI-W(01810)$nice","images":[{"img":"https://static.tigerbbs.com/ac210a6ab190400ab72d97ae73ecc612","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638496076","isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":638297404,"gmtCreate":1645327354445,"gmtModify":1645327354714,"author":{"id":"4087517059074990","authorId":"4087517059074990","name":"Vicya","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/S61.SI\">$SBS TRANSIT LTD(S61.SI)$</a>nice","listText":"<a href=\"https://laohu8.com/S/S61.SI\">$SBS TRANSIT LTD(S61.SI)$</a>nice","text":"$SBS TRANSIT LTD(S61.SI)$nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638297404","isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638635887,"gmtCreate":1645223556755,"gmtModify":1645223557558,"author":{"id":"4087517059074990","authorId":"4087517059074990","name":"Vicya","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$XIAOMI-W(01810)$</a>nice","listText":"<a href=\"https://laohu8.com/S/01810\">$XIAOMI-W(01810)$</a>nice","text":"$XIAOMI-W(01810)$nice","images":[{"img":"https://static.tigerbbs.com/9f6aed07f05c5ea28d315f6d278c09a1","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638635887","isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":604014622,"gmtCreate":1639280235313,"gmtModify":1639280744014,"author":{"id":"4087517059074990","authorId":"4087517059074990","name":"Vicya","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/604014622","repostId":"2190992671","repostType":4,"repost":{"id":"2190992671","pubTimestamp":1639280162,"share":"https://www.laohu8.com/m/news/2190992671?lang=&edition=full","pubTime":"2021-12-12 11:36","market":"us","language":"en","title":"3 Top Metaverse Stocks to Buy in December","url":"https://stock-news.laohu8.com/highlight/detail?id=2190992671","media":"Motley Fool","summary":"Investors have opportunities to build ground-floor positions in the metaverse revolution.","content":"<p>The rise of the metaverse could usher in a new age of commerce and socialization in virtual worlds. This potentially revolutionary trend is just starting to unfold, and businesses and investors alike are scrambling to get in on the ground floor.</p>\n<p>As an emerging medium, it's fair to say the metaverse is a relatively high-risk investment category, but people who back the right companies and projects could go on to enjoy stellar returns over the long term. With that in mind, read on for a look at three top metaverse stocks that are worth adding to your portfolio before the month is out.</p>\n<p><img src=\"https://static.tigerbbs.com/d47eead465efdbbba1ee3bfe3eb56002\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h2>1. <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></h2>\n<p>If you had to pick just <a href=\"https://laohu8.com/S/AONE.U\">one</a> company that appears to be positioning itself to lead the charge on the metaverse, <b>Meta Platforms</b> (NASDAQ:FB) would have to be as strong a choice as any. The company's belief in virtual worlds as a major step forward and revolutionary opportunity is so strong that CEO Mark Zuckerberg and his company opted to change the business's name from Facebook to one that reflects its big new growth bet.</p>\n<p>Meta Platforms' incredible resources and massive active user base give the company strong foundations to launch its metaverse projects. Between Facebook, Instagram, and WhatsApp, the company operates some of the world's most popular social media and communications platforms. The company ended its last quarter with 3.6 billion monthly active users -- good for roughly 45% of the world's population.</p>\n<p>In addition to its massive reach and development resources, Meta Platforms has also been an early mover in the metaverse. Even before the term \"metaverse\" entered into the popular lexicon, the company was eyeing virtual reality (VR) as the next revolutionary computing platform. The tech giant's VR division is at the forefront of hardware (through its Oculus headsets) and software in the category, and the company's big acquisitions should help solidify its leadership position in interactive virtual content and services.</p>\n<h2>2. Unity Software</h2>\n<p>Creating immersive virtual worlds is a complex process, but <b>Unity Software</b> (NYSE:U) offers software that can make it much easier. The company provides a development engine for video games and interactive experiences, and it's poised to help usher in the age of the metaverse. With Unity's tools and services, even relatively small teams can craft engaging visuals and worlds that go on to be enjoyed by a wide audience.</p>\n<p>Unity has already emerged as a go-to development engine for the creation of AR (augmented reality) and VR experiences, with roughly 60% of applications in the combined categories using its tools. Roughly 71% of this year's top 1,000 mobile games were also built using the company's development resources.</p>\n<p>Unity managed to grow sales 43% year over year in its most recently reported quarter, particularly impressive because it was lapping a year of explosive growth in 2020. As demand for metaverse content and services increases, Unity looks uniquely well-positioned to help a wide variety of businesses find success in the emerging medium.</p>\n<h2>3. Nvidia</h2>\n<p>Whether through local devices or cloud-based computing platforms, powerful computing hardware is going to play a big role in the evolution of the metaverse. <b>Nvidia</b> (NASDAQ:NVDA) is the leading provider of graphics processing units (GPUs), and the semiconductor specialist will likely be a key components provider for the evolution of virtual worlds.</p>\n<p>In addition to its hardware business, Nvidia is also positioning itself to benefit from the metaverse trend with its Omniverse software platform. Omniverse is a development, productivity, and sharing service tailored for the creation of metaverse experiences, which could turn into a major performance driver for the company.</p>\n<p>Nvidia is already generating very strong margins and looks poised to retain its leadership position in the GPU space. The addition of a substantial software-as-a-service (SaaS) component to its business model could add a major new source of revenue and push its margins even higher.</p>\n<p>Because of long-term growth opportunities for the company's processors in the gaming, cloud computing, artificial intelligence, and machine vision fields, the graphics specialist already had a promising outlook, and the rise of the metaverse is presenting another potentially explosive growth opportunity.</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>3 Top Metaverse Stocks to Buy in December</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\">\n3 Top Metaverse Stocks to Buy in December\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-12 11:36 GMT+8 <a href=https://www.fool.com/investing/2021/12/11/3-top-metaverse-stocks-to-buy-in-december/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The rise of the metaverse could usher in a new age of commerce and socialization in virtual worlds. This potentially revolutionary trend is just starting to unfold, and businesses and investors alike ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/11/3-top-metaverse-stocks-to-buy-in-december/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4553":"喜马拉雅资本持仓","BK4567":"ESG概念","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","VR":"GLOBAL X METAVERSE ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","BK4508":"社交媒体","BK4524":"宅经济概念","NVDA":"英伟达","BK4543":"AI","BK4527":"明星科技股","BK4554":"元宇宙及AR概念","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","U":"Unity Software Inc.","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","BK4529":"IDC概念","BK4023":"应用软件","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.fool.com/investing/2021/12/11/3-top-metaverse-stocks-to-buy-in-december/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2190992671","content_text":"The rise of the metaverse could usher in a new age of commerce and socialization in virtual worlds. This potentially revolutionary trend is just starting to unfold, and businesses and investors alike are scrambling to get in on the ground floor.\nAs an emerging medium, it's fair to say the metaverse is a relatively high-risk investment category, but people who back the right companies and projects could go on to enjoy stellar returns over the long term. With that in mind, read on for a look at three top metaverse stocks that are worth adding to your portfolio before the month is out.\n\nImage source: Getty Images.\n1. Meta Platforms\nIf you had to pick just one company that appears to be positioning itself to lead the charge on the metaverse, Meta Platforms (NASDAQ:FB) would have to be as strong a choice as any. The company's belief in virtual worlds as a major step forward and revolutionary opportunity is so strong that CEO Mark Zuckerberg and his company opted to change the business's name from Facebook to one that reflects its big new growth bet.\nMeta Platforms' incredible resources and massive active user base give the company strong foundations to launch its metaverse projects. Between Facebook, Instagram, and WhatsApp, the company operates some of the world's most popular social media and communications platforms. The company ended its last quarter with 3.6 billion monthly active users -- good for roughly 45% of the world's population.\nIn addition to its massive reach and development resources, Meta Platforms has also been an early mover in the metaverse. Even before the term \"metaverse\" entered into the popular lexicon, the company was eyeing virtual reality (VR) as the next revolutionary computing platform. The tech giant's VR division is at the forefront of hardware (through its Oculus headsets) and software in the category, and the company's big acquisitions should help solidify its leadership position in interactive virtual content and services.\n2. Unity Software\nCreating immersive virtual worlds is a complex process, but Unity Software (NYSE:U) offers software that can make it much easier. The company provides a development engine for video games and interactive experiences, and it's poised to help usher in the age of the metaverse. With Unity's tools and services, even relatively small teams can craft engaging visuals and worlds that go on to be enjoyed by a wide audience.\nUnity has already emerged as a go-to development engine for the creation of AR (augmented reality) and VR experiences, with roughly 60% of applications in the combined categories using its tools. Roughly 71% of this year's top 1,000 mobile games were also built using the company's development resources.\nUnity managed to grow sales 43% year over year in its most recently reported quarter, particularly impressive because it was lapping a year of explosive growth in 2020. As demand for metaverse content and services increases, Unity looks uniquely well-positioned to help a wide variety of businesses find success in the emerging medium.\n3. Nvidia\nWhether through local devices or cloud-based computing platforms, powerful computing hardware is going to play a big role in the evolution of the metaverse. Nvidia (NASDAQ:NVDA) is the leading provider of graphics processing units (GPUs), and the semiconductor specialist will likely be a key components provider for the evolution of virtual worlds.\nIn addition to its hardware business, Nvidia is also positioning itself to benefit from the metaverse trend with its Omniverse software platform. Omniverse is a development, productivity, and sharing service tailored for the creation of metaverse experiences, which could turn into a major performance driver for the company.\nNvidia is already generating very strong margins and looks poised to retain its leadership position in the GPU space. The addition of a substantial software-as-a-service (SaaS) component to its business model could add a major new source of revenue and push its margins even higher.\nBecause of long-term growth opportunities for the company's processors in the gaming, cloud computing, artificial intelligence, and machine vision fields, the graphics specialist already had a promising outlook, and the rise of the metaverse is presenting another potentially explosive growth opportunity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633238861,"gmtCreate":1644105106250,"gmtModify":1644105106453,"author":{"id":"4087517059074990","authorId":"4087517059074990","name":"Vicya","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>nice","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>nice","text":"$Apple(AAPL)$nice","images":[{"img":"https://static.tigerbbs.com/994fa47190dafc731dfc50bb822cb51f","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633238861","isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":604015407,"gmtCreate":1639280118572,"gmtModify":1639280118747,"author":{"id":"4087517059074990","authorId":"4087517059074990","name":"Vicya","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Nice ","listText":"Nice ","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604015407","repostId":"2190719536","repostType":4,"repost":{"id":"2190719536","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1639276390,"share":"https://www.laohu8.com/m/news/2190719536?lang=&edition=full","pubTime":"2021-12-12 10:33","market":"us","language":"en","title":"To the moon! Cryptocurrency was the most popular Reddit topic this year","url":"https://stock-news.laohu8.com/highlight/detail?id=2190719536","media":"Dow Jones","summary":"Reddit called users like its WallStreetBets community 'catalysts for real-world change' this year\nWh","content":"<p>Reddit called users like its WallStreetBets community 'catalysts for real-world change' this year</p>\n<p>While Reddit hosts more than 430 million monthly active users in over 100,000 communities who discuss everything under the sun, there was <a href=\"https://laohu8.com/S/AONE.U\">one</a> financial subject that cut through the online chatter this year: Cryptocurrency.</p>\n<p>The massive social network dropped its Reddit Recap 2021 this week, which rounds up the most popular posts, topics and conversations on its platform over the past year. And cryptocurrency was hands down the most popular topic on Reddit in 2021, with people mentioning \"crypto\" 6.6 million times. There are also more than 500 cryptocurrency communities on Reddit, and the five most popular ones this year were r/dogecoin, r/superstonk, r/cryptocurrency, r/amcstock, and r/bitcoin.</p>\n<p>The Most Viewed Topics of 2021 on Reddit</p>\n<p>Cryptocurrencies including Dogecoin , Ethereum and Shiba Inu also topped Google's 2021 Year in Search, which the Alphabet-owned <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> search engine released this week. \"Dogecoin\" and \"Ethereum price\" landed in the top 10 most-Googled news stories of the past year, both in the U.S. and across the globe. And the top two \"Where to buy\" Google searches were \"Where to buy Dogecoin?\" and \"Where to buy Shiba coin?\"</p>\n<p>Read more:Google's 2021 Year in Search: AMC and GME stocks, Dogecoin, stimulus checks and shortages dominated queries</p>\n<p>Whats's more, a recent Rover.com survey found that pet owners are actually naming their dogs \"Doge\" and their cats \"Bitcoin.\"</p>\n<p>And a group of crypto investors named ConstitutionDAO tried making history last month by crowdfunding more than $40 million to bid on a rare copy of the U.S. Constitution. Alas, it lost out to Citadel founder Ken Griffin, who spent $43.2 million on the historic document.</p>\n<p>Reddit notes that the rise of these retail and crypto investors looking to game the system has had real-world impact, such as the GameStop <a href=\"https://laohu8.com/S/GME\">$(GME)$</a> short squeeze in January. Maybe. The year-end Reddit report credits redditors with being \"catalysts for real-world change\" over the past year.</p>\n<p>Want intel on all the news moving markets each day? Sign up for our daily Need to Know newsletter.</p>\n<p>\"From r/wallstreetbets and the crash of the One Simple Wish website, to the Battle of the Joshes, in 2021, the most notable moments on Reddit were when redditors took their comments, comradery, conversations, and more from URL to IRL,\" Reddit staff wrote in a blog post</p>\n<p>Reddit's year-end review notes that users created 366 million posts over the past year, which was a 19% increase year over year. And as of Nov. 9, 2021, Reddit drew more than 2.3 billion total comments and 46 billion upvotes; aka when users show their approval for a post by clicking an \"up\" arrow, which pushes the post toward the top of the site so that more people can see it.</p>\n<p>The three most upvoted Reddit posts of the year came from the retail investors on the WallStreetBets, and the Superstonk page (which describes itself as discussing GameStop stock specifically) saw a 917K% increase in subscribers year over year.</p>\n<p>Those eager to learn more about the sometimes volatile world of meme stocks can check out MarketWatch's MemeMoney column and weekly MemeMarkets videos on YouTube. Or stay up-to-speed with cryptocurrency market news here.</p>\n<p>And amid the Great Resignation, the r/antiwork subreddit has exploded. The number of \"idlers\" (aka members) in this community for \"those who want to end work, are curious about ending work, want to get the most out of a work-free life, want more information on antiwork ideas and want personal help with their own jobs/work-related struggles\" spiked 279% this year.</p>\n<p>This video highlights the \"oddities and commodities\" discussed on Reddit this year, such as meme stocks like AMC <a href=\"https://laohu8.com/S/AMC\">$(AMC)$</a> and GameStop, supply chain issues, the billionaire space race and the breakout Netflix <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a> hit \"Squid Game.\"</p>\n<p>Check out the full Reddit recap here</p>\n<p>-Nicole Lyn Pesce</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>To the moon! Cryptocurrency was the most popular Reddit topic this year</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\">\nTo the moon! Cryptocurrency was the most popular Reddit topic this year\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-12-12 10:33</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Reddit called users like its WallStreetBets community 'catalysts for real-world change' this year</p>\n<p>While Reddit hosts more than 430 million monthly active users in over 100,000 communities who discuss everything under the sun, there was <a href=\"https://laohu8.com/S/AONE.U\">one</a> financial subject that cut through the online chatter this year: Cryptocurrency.</p>\n<p>The massive social network dropped its Reddit Recap 2021 this week, which rounds up the most popular posts, topics and conversations on its platform over the past year. And cryptocurrency was hands down the most popular topic on Reddit in 2021, with people mentioning \"crypto\" 6.6 million times. There are also more than 500 cryptocurrency communities on Reddit, and the five most popular ones this year were r/dogecoin, r/superstonk, r/cryptocurrency, r/amcstock, and r/bitcoin.</p>\n<p>The Most Viewed Topics of 2021 on Reddit</p>\n<p>Cryptocurrencies including Dogecoin , Ethereum and Shiba Inu also topped Google's 2021 Year in Search, which the Alphabet-owned <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> search engine released this week. \"Dogecoin\" and \"Ethereum price\" landed in the top 10 most-Googled news stories of the past year, both in the U.S. and across the globe. And the top two \"Where to buy\" Google searches were \"Where to buy Dogecoin?\" and \"Where to buy Shiba coin?\"</p>\n<p>Read more:Google's 2021 Year in Search: AMC and GME stocks, Dogecoin, stimulus checks and shortages dominated queries</p>\n<p>Whats's more, a recent Rover.com survey found that pet owners are actually naming their dogs \"Doge\" and their cats \"Bitcoin.\"</p>\n<p>And a group of crypto investors named ConstitutionDAO tried making history last month by crowdfunding more than $40 million to bid on a rare copy of the U.S. Constitution. Alas, it lost out to Citadel founder Ken Griffin, who spent $43.2 million on the historic document.</p>\n<p>Reddit notes that the rise of these retail and crypto investors looking to game the system has had real-world impact, such as the GameStop <a href=\"https://laohu8.com/S/GME\">$(GME)$</a> short squeeze in January. Maybe. The year-end Reddit report credits redditors with being \"catalysts for real-world change\" over the past year.</p>\n<p>Want intel on all the news moving markets each day? Sign up for our daily Need to Know newsletter.</p>\n<p>\"From r/wallstreetbets and the crash of the One Simple Wish website, to the Battle of the Joshes, in 2021, the most notable moments on Reddit were when redditors took their comments, comradery, conversations, and more from URL to IRL,\" Reddit staff wrote in a blog post</p>\n<p>Reddit's year-end review notes that users created 366 million posts over the past year, which was a 19% increase year over year. And as of Nov. 9, 2021, Reddit drew more than 2.3 billion total comments and 46 billion upvotes; aka when users show their approval for a post by clicking an \"up\" arrow, which pushes the post toward the top of the site so that more people can see it.</p>\n<p>The three most upvoted Reddit posts of the year came from the retail investors on the WallStreetBets, and the Superstonk page (which describes itself as discussing GameStop stock specifically) saw a 917K% increase in subscribers year over year.</p>\n<p>Those eager to learn more about the sometimes volatile world of meme stocks can check out MarketWatch's MemeMoney column and weekly MemeMarkets videos on YouTube. Or stay up-to-speed with cryptocurrency market news here.</p>\n<p>And amid the Great Resignation, the r/antiwork subreddit has exploded. The number of \"idlers\" (aka members) in this community for \"those who want to end work, are curious about ending work, want to get the most out of a work-free life, want more information on antiwork ideas and want personal help with their own jobs/work-related struggles\" spiked 279% this year.</p>\n<p>This video highlights the \"oddities and commodities\" discussed on Reddit this year, such as meme stocks like AMC <a href=\"https://laohu8.com/S/AMC\">$(AMC)$</a> and GameStop, supply chain issues, the billionaire space race and the breakout Netflix <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a> hit \"Squid Game.\"</p>\n<p>Check out the full Reddit recap here</p>\n<p>-Nicole Lyn Pesce</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4108":"电影和娱乐","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4533":"AQR资本管理(全球第二大对冲基金)","GOOGL":"谷歌A","BK4566":"资本集团","BK4524":"宅经济概念","BK4527":"明星科技股","BK4538":"云计算","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4532":"文艺复兴科技持仓","BK4503":"景林资产持仓","BK4076":"电脑与电子产品零售","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4547":"WSB热门概念","NFLX":"奈飞","BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","AMC":"AMC院线","GME":"游戏驿站"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2190719536","content_text":"Reddit called users like its WallStreetBets community 'catalysts for real-world change' this year\nWhile Reddit hosts more than 430 million monthly active users in over 100,000 communities who discuss everything under the sun, there was one financial subject that cut through the online chatter this year: Cryptocurrency.\nThe massive social network dropped its Reddit Recap 2021 this week, which rounds up the most popular posts, topics and conversations on its platform over the past year. And cryptocurrency was hands down the most popular topic on Reddit in 2021, with people mentioning \"crypto\" 6.6 million times. There are also more than 500 cryptocurrency communities on Reddit, and the five most popular ones this year were r/dogecoin, r/superstonk, r/cryptocurrency, r/amcstock, and r/bitcoin.\nThe Most Viewed Topics of 2021 on Reddit\nCryptocurrencies including Dogecoin , Ethereum and Shiba Inu also topped Google's 2021 Year in Search, which the Alphabet-owned $(GOOGL)$ search engine released this week. \"Dogecoin\" and \"Ethereum price\" landed in the top 10 most-Googled news stories of the past year, both in the U.S. and across the globe. And the top two \"Where to buy\" Google searches were \"Where to buy Dogecoin?\" and \"Where to buy Shiba coin?\"\nRead more:Google's 2021 Year in Search: AMC and GME stocks, Dogecoin, stimulus checks and shortages dominated queries\nWhats's more, a recent Rover.com survey found that pet owners are actually naming their dogs \"Doge\" and their cats \"Bitcoin.\"\nAnd a group of crypto investors named ConstitutionDAO tried making history last month by crowdfunding more than $40 million to bid on a rare copy of the U.S. Constitution. Alas, it lost out to Citadel founder Ken Griffin, who spent $43.2 million on the historic document.\nReddit notes that the rise of these retail and crypto investors looking to game the system has had real-world impact, such as the GameStop $(GME)$ short squeeze in January. Maybe. The year-end Reddit report credits redditors with being \"catalysts for real-world change\" over the past year.\nWant intel on all the news moving markets each day? Sign up for our daily Need to Know newsletter.\n\"From r/wallstreetbets and the crash of the One Simple Wish website, to the Battle of the Joshes, in 2021, the most notable moments on Reddit were when redditors took their comments, comradery, conversations, and more from URL to IRL,\" Reddit staff wrote in a blog post\nReddit's year-end review notes that users created 366 million posts over the past year, which was a 19% increase year over year. And as of Nov. 9, 2021, Reddit drew more than 2.3 billion total comments and 46 billion upvotes; aka when users show their approval for a post by clicking an \"up\" arrow, which pushes the post toward the top of the site so that more people can see it.\nThe three most upvoted Reddit posts of the year came from the retail investors on the WallStreetBets, and the Superstonk page (which describes itself as discussing GameStop stock specifically) saw a 917K% increase in subscribers year over year.\nThose eager to learn more about the sometimes volatile world of meme stocks can check out MarketWatch's MemeMoney column and weekly MemeMarkets videos on YouTube. Or stay up-to-speed with cryptocurrency market news here.\nAnd amid the Great Resignation, the r/antiwork subreddit has exploded. The number of \"idlers\" (aka members) in this community for \"those who want to end work, are curious about ending work, want to get the most out of a work-free life, want more information on antiwork ideas and want personal help with their own jobs/work-related struggles\" spiked 279% this year.\nThis video highlights the \"oddities and commodities\" discussed on Reddit this year, such as meme stocks like AMC $(AMC)$ and GameStop, supply chain issues, the billionaire space race and the breakout Netflix $(NFLX)$ hit \"Squid Game.\"\nCheck out the full Reddit recap here\n-Nicole Lyn Pesce","news_type":1},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633029062,"gmtCreate":1643596743875,"gmtModify":1643596744144,"author":{"id":"4087517059074990","authorId":"4087517059074990","name":"Vicya","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$</a>nice","listText":"<a href=\"https://laohu8.com/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$</a>nice","text":"$UNITED OVERSEAS BANK LIMITED(U11.SI)$nice","images":[{"img":"https://static.tigerbbs.com/22556e7168fe5a96d6b950122e442c5e","width":"1440","height":"3235"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633029062","isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":604017747,"gmtCreate":1639280373712,"gmtModify":1639280750251,"author":{"id":"4087517059074990","authorId":"4087517059074990","name":"Vicya","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604017747","repostId":"2190675480","repostType":4,"repost":{"id":"2190675480","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1639187514,"share":"https://www.laohu8.com/m/news/2190675480?lang=&edition=full","pubTime":"2021-12-11 09:51","market":"us","language":"en","title":"3M hit with $22.5 million verdict in latest U.S. military earplug trial","url":"https://stock-news.laohu8.com/highlight/detail?id=2190675480","media":"Reuters","summary":"Dec 10 - A federal jury on Friday awarded $22.5 million to a U.S. Army veteran who alleged that combat earplugs sold by $3M$ Co caused him to suffer hearing loss and tinnitus, the biggest verdict yet in massive litigation over the product.Jurors in Pensacola, Florida, sided with former U.S. Army soldier Theodore Finley in the latest trial to result from more than 272,000 lawsuits by servicemembers and veterans who say defective earplugs made by 3M caused their hearing damage.Finley, who used th","content":"<p>Dec 10 (Reuters) - A federal jury on Friday awarded $22.5 million to a U.S. Army veteran who alleged that combat earplugs sold by <a href=\"https://laohu8.com/S/MMM\">3M</a> Co caused him to suffer hearing loss and tinnitus, the biggest verdict yet in massive litigation over the product.</p>\n<p>Jurors in Pensacola, Florida, sided with former U.S. Army soldier Theodore Finley in the latest trial to result from more than 272,000 lawsuits by servicemembers and veterans who say defective earplugs made by 3M caused their hearing damage.</p>\n<p>Finley, who used the earplugs while serving in the Army from 2006 to 2014, was awarded $7.5 million in compensatory damages and $15 million in punitive damages. The verdict surpassed the $13 million jurors awarded a U.S. Army sergeant last month.</p>\n<p>The trial was the eighth so far to reach a verdict, with plaintiffs in four other cases winning more than $28 million combined. Juries sided 3M in three others, and two more trials are underway, with more to come.</p>\n<p>\"We will ensure that 3M is held fully accountable for putting profits over the safety of those who served our nation,\" the lead lawyers for the plaintiffs - Bryan Aylstock, Shelley Hutson and Christopher Seeger - said in a joint statement.</p>\n<p>3M did not respond to a request for comment. It has contended the Combat Arms Earplugs Version 2 were effective and safe to use.</p>\n<p>Aearo Technologies LLC, which 3M bought in 2008, developed the product. Plaintiffs allege the company hid design flaws, fudged test results and failed to provide instruction in the proper use of the earplugs.</p>\n<p>For the earplugs to work properly, the flexible cups on the side protruding from the ear sometimes had to be folded back. If not, the plugs would slowly loosen and noise would seep in. Veterans contend 3M failed to convey the need to fold the plugs.</p>\n<p>(Reporting by Nate Raymond in Boston Editing by Sonya Hepinstall)</p>\n<p>((Nate.Raymond@thomsonreuters.com and <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> @nateraymond; 347-243-6917; Reuters Messaging: nate.raymond.thomsonreuters.com@reuters.net))</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>3M hit with $22.5 million verdict in latest U.S. military earplug trial</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\">\n3M hit with $22.5 million verdict in latest U.S. military earplug trial\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-12-11 09:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Dec 10 (Reuters) - A federal jury on Friday awarded $22.5 million to a U.S. Army veteran who alleged that combat earplugs sold by <a href=\"https://laohu8.com/S/MMM\">3M</a> Co caused him to suffer hearing loss and tinnitus, the biggest verdict yet in massive litigation over the product.</p>\n<p>Jurors in Pensacola, Florida, sided with former U.S. Army soldier Theodore Finley in the latest trial to result from more than 272,000 lawsuits by servicemembers and veterans who say defective earplugs made by 3M caused their hearing damage.</p>\n<p>Finley, who used the earplugs while serving in the Army from 2006 to 2014, was awarded $7.5 million in compensatory damages and $15 million in punitive damages. The verdict surpassed the $13 million jurors awarded a U.S. Army sergeant last month.</p>\n<p>The trial was the eighth so far to reach a verdict, with plaintiffs in four other cases winning more than $28 million combined. Juries sided 3M in three others, and two more trials are underway, with more to come.</p>\n<p>\"We will ensure that 3M is held fully accountable for putting profits over the safety of those who served our nation,\" the lead lawyers for the plaintiffs - Bryan Aylstock, Shelley Hutson and Christopher Seeger - said in a joint statement.</p>\n<p>3M did not respond to a request for comment. It has contended the Combat Arms Earplugs Version 2 were effective and safe to use.</p>\n<p>Aearo Technologies LLC, which 3M bought in 2008, developed the product. Plaintiffs allege the company hid design flaws, fudged test results and failed to provide instruction in the proper use of the earplugs.</p>\n<p>For the earplugs to work properly, the flexible cups on the side protruding from the ear sometimes had to be folded back. If not, the plugs would slowly loosen and noise would seep in. Veterans contend 3M failed to convey the need to fold the plugs.</p>\n<p>(Reporting by Nate Raymond in Boston Editing by Sonya Hepinstall)</p>\n<p>((Nate.Raymond@thomsonreuters.com and <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> @nateraymond; 347-243-6917; Reuters Messaging: nate.raymond.thomsonreuters.com@reuters.net))</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4206":"工业集团企业","BK4512":"苹果概念","BK4534":"瑞士信贷持仓","MMM":"3M","BK4533":"AQR资本管理(全球第二大对冲基金)"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2190675480","content_text":"Dec 10 (Reuters) - A federal jury on Friday awarded $22.5 million to a U.S. Army veteran who alleged that combat earplugs sold by 3M Co caused him to suffer hearing loss and tinnitus, the biggest verdict yet in massive litigation over the product.\nJurors in Pensacola, Florida, sided with former U.S. Army soldier Theodore Finley in the latest trial to result from more than 272,000 lawsuits by servicemembers and veterans who say defective earplugs made by 3M caused their hearing damage.\nFinley, who used the earplugs while serving in the Army from 2006 to 2014, was awarded $7.5 million in compensatory damages and $15 million in punitive damages. The verdict surpassed the $13 million jurors awarded a U.S. Army sergeant last month.\nThe trial was the eighth so far to reach a verdict, with plaintiffs in four other cases winning more than $28 million combined. Juries sided 3M in three others, and two more trials are underway, with more to come.\n\"We will ensure that 3M is held fully accountable for putting profits over the safety of those who served our nation,\" the lead lawyers for the plaintiffs - Bryan Aylstock, Shelley Hutson and Christopher Seeger - said in a joint statement.\n3M did not respond to a request for comment. It has contended the Combat Arms Earplugs Version 2 were effective and safe to use.\nAearo Technologies LLC, which 3M bought in 2008, developed the product. Plaintiffs allege the company hid design flaws, fudged test results and failed to provide instruction in the proper use of the earplugs.\nFor the earplugs to work properly, the flexible cups on the side protruding from the ear sometimes had to be folded back. If not, the plugs would slowly loosen and noise would seep in. Veterans contend 3M failed to convey the need to fold the plugs.\n(Reporting by Nate Raymond in Boston Editing by Sonya Hepinstall)\n((Nate.Raymond@thomsonreuters.com and Twitter @nateraymond; 347-243-6917; Reuters Messaging: nate.raymond.thomsonreuters.com@reuters.net))","news_type":1},"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604014701,"gmtCreate":1639280278807,"gmtModify":1639280745206,"author":{"id":"4087517059074990","authorId":"4087517059074990","name":"Vicya","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604014701","repostId":"2190967197","repostType":4,"repost":{"id":"2190967197","pubTimestamp":1639273902,"share":"https://www.laohu8.com/m/news/2190967197?lang=&edition=full","pubTime":"2021-12-12 09:51","market":"us","language":"en","title":"At Its Highest Price in a Decade, Can Bank of America Go Higher in 2022?","url":"https://stock-news.laohu8.com/highlight/detail?id=2190967197","media":"Motley Fool","summary":"The bank now trades at a strong valuation but also has a good outlook for 2022.","content":"<p>What a year it's been for <b>Bank of America</b> (NYSE:BAC). The stock price is up 47% this year and is more than double the lows it hit at the very beginning of the pandemic. At about $44 per share, the stock is at its highest level in more than a decade. Warren Buffett knew what he was doing when he plowed more than $2 billion into the stock in mid-2020. With a premium valuation, can America's second-largest bank by assets go higher in 2022? Let's take a look.</p>\n<h2>What to expect in 2022</h2>\n<p>This year's earnings at most banks were lumpy, with billions in reserves being released after previously being built up to manage loan losses that didn't materialize. Banks also generated record revenue for investment banking and sales and trading, but then saw slacking loan growth in the extremely low-rate environment.</p>\n<p><img src=\"https://static.tigerbbs.com/4362e920486edd2b13dc87efb01af483\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Image source: Bank of America.</p>\n<p>That's why analysts' consensus earnings per share (EPS) estimate for Bank of America in 2022 is $3.17, down from the $3.51 expected this year. But while EPS is estimated to shrink, Bank of America's revenue is projected by analysts to grow from just shy of $90 billion this year to more than $94 billion in 2022. The releasing of billions of dollars of reserves this year artificially juiced earnings after a tough year in 2020, so that will likely go away as loan balances start to tick up, which inevitably requires banks to stash away reserve capital for the normal course of losses expected over the life of a loan portfolio.</p>\n<p>However, with inflation now very real, Bank of America's research team sees the Federal Reserve hiking its federal funds rate three times in 2022. It's <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most asset-sensitive banks in the country, meaning the yields on more of its interest-earning assets such as loans will reprice higher than yields on its interest-bearing deposits like liabilities.</p>\n<p>In its third-quarter presentation, Bank of America management noted that a 1% parallel move in short- and long-term yields would result in more than $7 billion of net interest income over the next year. Assuming three rate hikes, the bank will get a lot of that added net interest income. And who knows: If loan growth can pick up, that could boost net interest income more.</p>\n<p>The outlook for investment banking and sales and trading is also likely improving for 2022. After phenomenal performances in 2020 and early 2021, many thought these lines of business, which tend to thrive during periods of volatility, might settle down -- and fixed-income, currencies, and commodities trading has slowed from record levels seen earlier this year.</p>\n<p>But <b>JPMorgan Chase</b> analysts released a research note in October that said as inflation gets higher and bond yields creep up, that will likely create more volatility in the markets, which is when trading can pick up because there is less liquidity. With the Fed speeding up the tapering of its bond-buying program, this will also reduce the amount of liquidity in the market.</p>\n<p>Also, Bank of America is coming off a strong year in investment banking with lots of mergers and acquisitions activity. In multiple quarters this year, Bank of America generated more than $2 billion in investment banking fees, which was near record levels. CEO Brian Moynihan said at a recent conference that he thinks the team can get another quarter topping $2 billion in the future.</p>\n<p>With a bullish outlook in so many of Bank of America's business lines, and considering that the bank is currently buying back a lot of stock, I am optimistic that 2022 can be another strong year for earnings.</p>\n<h2>How to value the stock</h2>\n<p>Banks trade relative to their earnings and also to their tangible book value (TBV), which is what a bank would be worth if it were liquidated.</p>\n<p><img src=\"https://static.tigerbbs.com/0e7815935a2d177dc95dc4356740046f\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>BAC P/E ratio data by YCharts.</p>\n<p>Over the past five years or so, Bank of America has traded in a range of about 7 times earnings to close to 20 times earnings. Most large banks trade in the 11-to-14 window. Its price-to-tangible book has ranged from around 100% to 200%, and 200% is certainly a strong price-to-TBV ratio in this low-rate environment.</p>\n<p>But Bank of America, in my opinion, is in the strongest position it's ever been in. The bank has significantly enhanced its corporate and investment banking division, improved its deposit base, and continues to be a dominant commercial lender. Its digital capabilities are much better now as well, which will pay off as the pandemic has accelerated digital banking trends.</p>\n<p>Banks also solved a huge reputational issue during the pandemic that has dogged them since the Great Recession. They escaped a significant and rapid downturn with superb credit quality and were part of the solution this time around instead of the main issue behind the meltdown. Because banks looked so bad coming out of the Great Recession, I think investors have been very wary to return to them.</p>\n<p>For all of these reasons, it wouldn't be unreasonable for the bank to trade at an earnings multiple in the upper echelon of its previous range. While some of the benefits of rate hikes have been priced in, I think a large-cap bank stock like Bank of America could trade at 15 times earnings, which it traded around the last time rates rose in 2017 and 2018. With EPS estimated at $3.17 in 2022, that implies a share price of $47.55, which does not imply a ton of upside from the current stock price.</p>\n<p>Again, some of the benefits I've discussed from higher rates are likely priced in, but those earnings estimates from analysts for 2022 could certainly be conservative, so there could be further upside as well.</p>\n<p>Are there higher-growth opportunities elsewhere? Probably. But on a much longer-term basis, I have all the confidence in the world that Bank of America can keep delivering strong and consistent returns for investors.</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>At Its Highest Price in a Decade, Can Bank of America Go Higher in 2022?</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\">\nAt Its Highest Price in a Decade, Can Bank of America Go Higher in 2022?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-12 09:51 GMT+8 <a href=https://www.fool.com/investing/2021/12/11/trading-high-price-decade-bank-of-america-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What a year it's been for Bank of America (NYSE:BAC). The stock price is up 47% this year and is more than double the lows it hit at the very beginning of the pandemic. At about $44 per share, the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/11/trading-high-price-decade-bank-of-america-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4553":"喜马拉雅资本持仓","BK4207":"综合性银行","BK4559":"巴菲特持仓","BK4534":"瑞士信贷持仓","BAC":"美国银行","BK4504":"桥水持仓"},"source_url":"https://www.fool.com/investing/2021/12/11/trading-high-price-decade-bank-of-america-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2190967197","content_text":"What a year it's been for Bank of America (NYSE:BAC). The stock price is up 47% this year and is more than double the lows it hit at the very beginning of the pandemic. At about $44 per share, the stock is at its highest level in more than a decade. Warren Buffett knew what he was doing when he plowed more than $2 billion into the stock in mid-2020. With a premium valuation, can America's second-largest bank by assets go higher in 2022? Let's take a look.\nWhat to expect in 2022\nThis year's earnings at most banks were lumpy, with billions in reserves being released after previously being built up to manage loan losses that didn't materialize. Banks also generated record revenue for investment banking and sales and trading, but then saw slacking loan growth in the extremely low-rate environment.\n\nImage source: Bank of America.\nThat's why analysts' consensus earnings per share (EPS) estimate for Bank of America in 2022 is $3.17, down from the $3.51 expected this year. But while EPS is estimated to shrink, Bank of America's revenue is projected by analysts to grow from just shy of $90 billion this year to more than $94 billion in 2022. The releasing of billions of dollars of reserves this year artificially juiced earnings after a tough year in 2020, so that will likely go away as loan balances start to tick up, which inevitably requires banks to stash away reserve capital for the normal course of losses expected over the life of a loan portfolio.\nHowever, with inflation now very real, Bank of America's research team sees the Federal Reserve hiking its federal funds rate three times in 2022. It's one of the most asset-sensitive banks in the country, meaning the yields on more of its interest-earning assets such as loans will reprice higher than yields on its interest-bearing deposits like liabilities.\nIn its third-quarter presentation, Bank of America management noted that a 1% parallel move in short- and long-term yields would result in more than $7 billion of net interest income over the next year. Assuming three rate hikes, the bank will get a lot of that added net interest income. And who knows: If loan growth can pick up, that could boost net interest income more.\nThe outlook for investment banking and sales and trading is also likely improving for 2022. After phenomenal performances in 2020 and early 2021, many thought these lines of business, which tend to thrive during periods of volatility, might settle down -- and fixed-income, currencies, and commodities trading has slowed from record levels seen earlier this year.\nBut JPMorgan Chase analysts released a research note in October that said as inflation gets higher and bond yields creep up, that will likely create more volatility in the markets, which is when trading can pick up because there is less liquidity. With the Fed speeding up the tapering of its bond-buying program, this will also reduce the amount of liquidity in the market.\nAlso, Bank of America is coming off a strong year in investment banking with lots of mergers and acquisitions activity. In multiple quarters this year, Bank of America generated more than $2 billion in investment banking fees, which was near record levels. CEO Brian Moynihan said at a recent conference that he thinks the team can get another quarter topping $2 billion in the future.\nWith a bullish outlook in so many of Bank of America's business lines, and considering that the bank is currently buying back a lot of stock, I am optimistic that 2022 can be another strong year for earnings.\nHow to value the stock\nBanks trade relative to their earnings and also to their tangible book value (TBV), which is what a bank would be worth if it were liquidated.\n\nBAC P/E ratio data by YCharts.\nOver the past five years or so, Bank of America has traded in a range of about 7 times earnings to close to 20 times earnings. Most large banks trade in the 11-to-14 window. Its price-to-tangible book has ranged from around 100% to 200%, and 200% is certainly a strong price-to-TBV ratio in this low-rate environment.\nBut Bank of America, in my opinion, is in the strongest position it's ever been in. The bank has significantly enhanced its corporate and investment banking division, improved its deposit base, and continues to be a dominant commercial lender. Its digital capabilities are much better now as well, which will pay off as the pandemic has accelerated digital banking trends.\nBanks also solved a huge reputational issue during the pandemic that has dogged them since the Great Recession. They escaped a significant and rapid downturn with superb credit quality and were part of the solution this time around instead of the main issue behind the meltdown. Because banks looked so bad coming out of the Great Recession, I think investors have been very wary to return to them.\nFor all of these reasons, it wouldn't be unreasonable for the bank to trade at an earnings multiple in the upper echelon of its previous range. While some of the benefits of rate hikes have been priced in, I think a large-cap bank stock like Bank of America could trade at 15 times earnings, which it traded around the last time rates rose in 2017 and 2018. With EPS estimated at $3.17 in 2022, that implies a share price of $47.55, which does not imply a ton of upside from the current stock price.\nAgain, some of the benefits I've discussed from higher rates are likely priced in, but those earnings estimates from analysts for 2022 could certainly be conservative, so there could be further upside as well.\nAre there higher-growth opportunities elsewhere? Probably. But on a much longer-term basis, I have all the confidence in the world that Bank of America can keep delivering strong and consistent returns for investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604014845,"gmtCreate":1639280210747,"gmtModify":1639280742854,"author":{"id":"4087517059074990","authorId":"4087517059074990","name":"Vicya","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604014845","repostId":"2190719536","repostType":4,"repost":{"id":"2190719536","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1639276390,"share":"https://www.laohu8.com/m/news/2190719536?lang=&edition=full","pubTime":"2021-12-12 10:33","market":"us","language":"en","title":"To the moon! Cryptocurrency was the most popular Reddit topic this year","url":"https://stock-news.laohu8.com/highlight/detail?id=2190719536","media":"Dow Jones","summary":"Reddit called users like its WallStreetBets community 'catalysts for real-world change' this year\nWh","content":"<p>Reddit called users like its WallStreetBets community 'catalysts for real-world change' this year</p>\n<p>While Reddit hosts more than 430 million monthly active users in over 100,000 communities who discuss everything under the sun, there was <a href=\"https://laohu8.com/S/AONE.U\">one</a> financial subject that cut through the online chatter this year: Cryptocurrency.</p>\n<p>The massive social network dropped its Reddit Recap 2021 this week, which rounds up the most popular posts, topics and conversations on its platform over the past year. And cryptocurrency was hands down the most popular topic on Reddit in 2021, with people mentioning \"crypto\" 6.6 million times. There are also more than 500 cryptocurrency communities on Reddit, and the five most popular ones this year were r/dogecoin, r/superstonk, r/cryptocurrency, r/amcstock, and r/bitcoin.</p>\n<p>The Most Viewed Topics of 2021 on Reddit</p>\n<p>Cryptocurrencies including Dogecoin , Ethereum and Shiba Inu also topped Google's 2021 Year in Search, which the Alphabet-owned <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> search engine released this week. \"Dogecoin\" and \"Ethereum price\" landed in the top 10 most-Googled news stories of the past year, both in the U.S. and across the globe. And the top two \"Where to buy\" Google searches were \"Where to buy Dogecoin?\" and \"Where to buy Shiba coin?\"</p>\n<p>Read more:Google's 2021 Year in Search: AMC and GME stocks, Dogecoin, stimulus checks and shortages dominated queries</p>\n<p>Whats's more, a recent Rover.com survey found that pet owners are actually naming their dogs \"Doge\" and their cats \"Bitcoin.\"</p>\n<p>And a group of crypto investors named ConstitutionDAO tried making history last month by crowdfunding more than $40 million to bid on a rare copy of the U.S. Constitution. Alas, it lost out to Citadel founder Ken Griffin, who spent $43.2 million on the historic document.</p>\n<p>Reddit notes that the rise of these retail and crypto investors looking to game the system has had real-world impact, such as the GameStop <a href=\"https://laohu8.com/S/GME\">$(GME)$</a> short squeeze in January. Maybe. The year-end Reddit report credits redditors with being \"catalysts for real-world change\" over the past year.</p>\n<p>Want intel on all the news moving markets each day? Sign up for our daily Need to Know newsletter.</p>\n<p>\"From r/wallstreetbets and the crash of the One Simple Wish website, to the Battle of the Joshes, in 2021, the most notable moments on Reddit were when redditors took their comments, comradery, conversations, and more from URL to IRL,\" Reddit staff wrote in a blog post</p>\n<p>Reddit's year-end review notes that users created 366 million posts over the past year, which was a 19% increase year over year. And as of Nov. 9, 2021, Reddit drew more than 2.3 billion total comments and 46 billion upvotes; aka when users show their approval for a post by clicking an \"up\" arrow, which pushes the post toward the top of the site so that more people can see it.</p>\n<p>The three most upvoted Reddit posts of the year came from the retail investors on the WallStreetBets, and the Superstonk page (which describes itself as discussing GameStop stock specifically) saw a 917K% increase in subscribers year over year.</p>\n<p>Those eager to learn more about the sometimes volatile world of meme stocks can check out MarketWatch's MemeMoney column and weekly MemeMarkets videos on YouTube. Or stay up-to-speed with cryptocurrency market news here.</p>\n<p>And amid the Great Resignation, the r/antiwork subreddit has exploded. The number of \"idlers\" (aka members) in this community for \"those who want to end work, are curious about ending work, want to get the most out of a work-free life, want more information on antiwork ideas and want personal help with their own jobs/work-related struggles\" spiked 279% this year.</p>\n<p>This video highlights the \"oddities and commodities\" discussed on Reddit this year, such as meme stocks like AMC <a href=\"https://laohu8.com/S/AMC\">$(AMC)$</a> and GameStop, supply chain issues, the billionaire space race and the breakout Netflix <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a> hit \"Squid Game.\"</p>\n<p>Check out the full Reddit recap here</p>\n<p>-Nicole Lyn Pesce</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>To the moon! Cryptocurrency was the most popular Reddit topic this year</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\">\nTo the moon! Cryptocurrency was the most popular Reddit topic this year\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-12-12 10:33</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Reddit called users like its WallStreetBets community 'catalysts for real-world change' this year</p>\n<p>While Reddit hosts more than 430 million monthly active users in over 100,000 communities who discuss everything under the sun, there was <a href=\"https://laohu8.com/S/AONE.U\">one</a> financial subject that cut through the online chatter this year: Cryptocurrency.</p>\n<p>The massive social network dropped its Reddit Recap 2021 this week, which rounds up the most popular posts, topics and conversations on its platform over the past year. And cryptocurrency was hands down the most popular topic on Reddit in 2021, with people mentioning \"crypto\" 6.6 million times. There are also more than 500 cryptocurrency communities on Reddit, and the five most popular ones this year were r/dogecoin, r/superstonk, r/cryptocurrency, r/amcstock, and r/bitcoin.</p>\n<p>The Most Viewed Topics of 2021 on Reddit</p>\n<p>Cryptocurrencies including Dogecoin , Ethereum and Shiba Inu also topped Google's 2021 Year in Search, which the Alphabet-owned <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> search engine released this week. \"Dogecoin\" and \"Ethereum price\" landed in the top 10 most-Googled news stories of the past year, both in the U.S. and across the globe. And the top two \"Where to buy\" Google searches were \"Where to buy Dogecoin?\" and \"Where to buy Shiba coin?\"</p>\n<p>Read more:Google's 2021 Year in Search: AMC and GME stocks, Dogecoin, stimulus checks and shortages dominated queries</p>\n<p>Whats's more, a recent Rover.com survey found that pet owners are actually naming their dogs \"Doge\" and their cats \"Bitcoin.\"</p>\n<p>And a group of crypto investors named ConstitutionDAO tried making history last month by crowdfunding more than $40 million to bid on a rare copy of the U.S. Constitution. Alas, it lost out to Citadel founder Ken Griffin, who spent $43.2 million on the historic document.</p>\n<p>Reddit notes that the rise of these retail and crypto investors looking to game the system has had real-world impact, such as the GameStop <a href=\"https://laohu8.com/S/GME\">$(GME)$</a> short squeeze in January. Maybe. The year-end Reddit report credits redditors with being \"catalysts for real-world change\" over the past year.</p>\n<p>Want intel on all the news moving markets each day? Sign up for our daily Need to Know newsletter.</p>\n<p>\"From r/wallstreetbets and the crash of the One Simple Wish website, to the Battle of the Joshes, in 2021, the most notable moments on Reddit were when redditors took their comments, comradery, conversations, and more from URL to IRL,\" Reddit staff wrote in a blog post</p>\n<p>Reddit's year-end review notes that users created 366 million posts over the past year, which was a 19% increase year over year. And as of Nov. 9, 2021, Reddit drew more than 2.3 billion total comments and 46 billion upvotes; aka when users show their approval for a post by clicking an \"up\" arrow, which pushes the post toward the top of the site so that more people can see it.</p>\n<p>The three most upvoted Reddit posts of the year came from the retail investors on the WallStreetBets, and the Superstonk page (which describes itself as discussing GameStop stock specifically) saw a 917K% increase in subscribers year over year.</p>\n<p>Those eager to learn more about the sometimes volatile world of meme stocks can check out MarketWatch's MemeMoney column and weekly MemeMarkets videos on YouTube. Or stay up-to-speed with cryptocurrency market news here.</p>\n<p>And amid the Great Resignation, the r/antiwork subreddit has exploded. The number of \"idlers\" (aka members) in this community for \"those who want to end work, are curious about ending work, want to get the most out of a work-free life, want more information on antiwork ideas and want personal help with their own jobs/work-related struggles\" spiked 279% this year.</p>\n<p>This video highlights the \"oddities and commodities\" discussed on Reddit this year, such as meme stocks like AMC <a href=\"https://laohu8.com/S/AMC\">$(AMC)$</a> and GameStop, supply chain issues, the billionaire space race and the breakout Netflix <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a> hit \"Squid Game.\"</p>\n<p>Check out the full Reddit recap here</p>\n<p>-Nicole Lyn Pesce</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4108":"电影和娱乐","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4533":"AQR资本管理(全球第二大对冲基金)","GOOGL":"谷歌A","BK4566":"资本集团","BK4524":"宅经济概念","BK4527":"明星科技股","BK4538":"云计算","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4532":"文艺复兴科技持仓","BK4503":"景林资产持仓","BK4076":"电脑与电子产品零售","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4547":"WSB热门概念","NFLX":"奈飞","BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","AMC":"AMC院线","GME":"游戏驿站"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2190719536","content_text":"Reddit called users like its WallStreetBets community 'catalysts for real-world change' this year\nWhile Reddit hosts more than 430 million monthly active users in over 100,000 communities who discuss everything under the sun, there was one financial subject that cut through the online chatter this year: Cryptocurrency.\nThe massive social network dropped its Reddit Recap 2021 this week, which rounds up the most popular posts, topics and conversations on its platform over the past year. And cryptocurrency was hands down the most popular topic on Reddit in 2021, with people mentioning \"crypto\" 6.6 million times. There are also more than 500 cryptocurrency communities on Reddit, and the five most popular ones this year were r/dogecoin, r/superstonk, r/cryptocurrency, r/amcstock, and r/bitcoin.\nThe Most Viewed Topics of 2021 on Reddit\nCryptocurrencies including Dogecoin , Ethereum and Shiba Inu also topped Google's 2021 Year in Search, which the Alphabet-owned $(GOOGL)$ search engine released this week. \"Dogecoin\" and \"Ethereum price\" landed in the top 10 most-Googled news stories of the past year, both in the U.S. and across the globe. And the top two \"Where to buy\" Google searches were \"Where to buy Dogecoin?\" and \"Where to buy Shiba coin?\"\nRead more:Google's 2021 Year in Search: AMC and GME stocks, Dogecoin, stimulus checks and shortages dominated queries\nWhats's more, a recent Rover.com survey found that pet owners are actually naming their dogs \"Doge\" and their cats \"Bitcoin.\"\nAnd a group of crypto investors named ConstitutionDAO tried making history last month by crowdfunding more than $40 million to bid on a rare copy of the U.S. Constitution. Alas, it lost out to Citadel founder Ken Griffin, who spent $43.2 million on the historic document.\nReddit notes that the rise of these retail and crypto investors looking to game the system has had real-world impact, such as the GameStop $(GME)$ short squeeze in January. Maybe. The year-end Reddit report credits redditors with being \"catalysts for real-world change\" over the past year.\nWant intel on all the news moving markets each day? Sign up for our daily Need to Know newsletter.\n\"From r/wallstreetbets and the crash of the One Simple Wish website, to the Battle of the Joshes, in 2021, the most notable moments on Reddit were when redditors took their comments, comradery, conversations, and more from URL to IRL,\" Reddit staff wrote in a blog post\nReddit's year-end review notes that users created 366 million posts over the past year, which was a 19% increase year over year. And as of Nov. 9, 2021, Reddit drew more than 2.3 billion total comments and 46 billion upvotes; aka when users show their approval for a post by clicking an \"up\" arrow, which pushes the post toward the top of the site so that more people can see it.\nThe three most upvoted Reddit posts of the year came from the retail investors on the WallStreetBets, and the Superstonk page (which describes itself as discussing GameStop stock specifically) saw a 917K% increase in subscribers year over year.\nThose eager to learn more about the sometimes volatile world of meme stocks can check out MarketWatch's MemeMoney column and weekly MemeMarkets videos on YouTube. Or stay up-to-speed with cryptocurrency market news here.\nAnd amid the Great Resignation, the r/antiwork subreddit has exploded. The number of \"idlers\" (aka members) in this community for \"those who want to end work, are curious about ending work, want to get the most out of a work-free life, want more information on antiwork ideas and want personal help with their own jobs/work-related struggles\" spiked 279% this year.\nThis video highlights the \"oddities and commodities\" discussed on Reddit this year, such as meme stocks like AMC $(AMC)$ and GameStop, supply chain issues, the billionaire space race and the breakout Netflix $(NFLX)$ hit \"Squid Game.\"\nCheck out the full Reddit recap here\n-Nicole Lyn Pesce","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604017582,"gmtCreate":1639280332738,"gmtModify":1639280750004,"author":{"id":"4087517059074990","authorId":"4087517059074990","name":"Vicya","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604017582","repostId":"2190567199","repostType":4,"repost":{"id":"2190567199","pubTimestamp":1639276317,"share":"https://www.laohu8.com/m/news/2190567199?lang=&edition=full","pubTime":"2021-12-12 10:31","market":"us","language":"en","title":"Want to Bet on China's EV Growth? Here Are 6 Stocks to Consider","url":"https://stock-news.laohu8.com/highlight/detail?id=2190567199","media":"Motley Fool","summary":"Here are some obvious, and some not-so-obvious, stocks to bet on China's EV growth story.","content":"<p>From January to November, 2.5 million electric vehicles (EVs) were sold in China, including plug-in hybrids. That's a year-over-year increase of 178%. In the first half of this year, China accounted for roughly 42% of global EV sales. Global EV sales for 2021 are estimated to be around 6 million units, which means China will likely maintain its lead in EV sales for the year.</p>\n<p>With strong governmental support for both EVs and public charging infrastructure, China's future EV growth looks certain. Here are six stocks to bet on this growth narrative.</p>\n<h2>Tesla</h2>\n<p>Nearly 25% of <b>Tesla</b>'s (NASDAQ:TSLA) revenue for the first nine months of 2021 came from China. In the third quarter, it derived nearly 23% of its revenue from China. According to <i>CleanTechnica</i>, the company controls roughly 10% share -- the third highest -- of China's EV market. Clearly, China is an important market for Tesla.</p>\n<p>A major chunk of cars produced at its plant in Shanghai are exported. With a local manufacturing base, Tesla would surely like to expand its sales in China in future. Thus, an investment in Tesla automatically pivots you to China's EV market growth.</p>\n<p><img src=\"https://static.tigerbbs.com/9828f62c1b89216dfe5d82f0c5c7f8b7\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Image source: Getty Images.</p>\n<h2>General Motors</h2>\n<p><b>General Motors</b> (NYSE:GM) sells EVs in China under two joint ventures (JV) -- <a href=\"https://laohu8.com/S/AONE.U\">one</a> with the state-owned SAIC Motor, and another with SAIC Motor and Wuling Automobile. The SAIC-GM-Wuling JV (SGMW) venture controlled roughly 15% of China's EV market between January and October. That's the second highest share of China's EV market.</p>\n<p>While that looks big, GM's International segment, which includes earnings from China, contributed less than 5% of General Motors' adjusted earnings before interest and tax (EBIT) for the nine months ended Sept. 30. What's more, less than one-fourth of the sales under the two JVs are electric.</p>\n<p>While General Motors' EV sales in China are growing, its competitors are growing faster. In two months, SGMW's market share has fallen roughly 2%. SGMW's HongGuang Mini EV is the top-selling EV model in China. If the company manages to bring new and successful EV models, it could retain its share in the competitive Chinese market.</p>\n<p>Investors should note that only a tiny percentage of their investment in General Motors stock is exposed to China's EV market.</p>\n<h2>BYD</h2>\n<p><b>BYD </b>(OTC:BYDDY) controls the highest share, 18%, of China's EV market. The company derives more than half of its revenue from auto and related products. In November, BYD delivered 97,242 vehicles. Of that, 90,121 units were EVs, including plug-in hybrids. Moreover, 46,137 units were full electric. So, the traditional automaker has clearly shifted to EVs.</p>\n<p>Apart from vehicles, BYD derives roughly 40% of its revenue from mobile handset components, and roughly 8% from rechargeable batteries and solar products. But the company is witnessing a strong growth in the EV segment, which could form an increasingly higher portion of the company's revenue mix.</p>\n<p>BYD stock is trading at a price-to-sales ratio of around 3.6. With a long history of operations and a better price-to-sales multiple than many EV stocks in the market, value-focused investors will find BYD stock attractive.</p>\n<h2>Nio, Li Auto, and Xpeng</h2>\n<p>The three Chinese EV makers -- <b>Nio </b>(NYSE:NIO), <b>Li Auto </b>(NASDAQ:LI), and <b>Xpeng </b>(NYSE:XPEV) -- have some things in common. All three are new, pure-play EV companies. All three started at nearly the same time -- in 2014 and 2015. The three companies are primarily targeting the passenger car and SUV market and can potentially give Tesla stiff competition in China, and elsewhere.</p>\n<p><img src=\"https://static.tigerbbs.com/a90db9f3d05bf77205d069d1ad6961c9\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>NIO Revenue (Quarterly) data by YCharts</p>\n<p>As the above graph shows, Nio generates the highest revenue among the three, but Li Auto and Xpeng have been growing revenue at a higher rate than Nio lately. Even so, all three companies are growing their revenue at impressive quarterly year-over-year growth rates of more than 100%.</p>\n<p>The three companies face stiff competition from established players, including Tesla, General Motors, and BYD, as well as several other players in the EV space. But all three companies look promising, have already sold several thousand vehicles, and are growing sales rapidly.</p>\n<p>All in all, Nio, Xpeng, and Li Auto offer a more explicit way to invest in China's EV market. However, investors must consider their appetite for the risks of investing in international stocks before starting a position.</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>Want to Bet on China's EV Growth? Here Are 6 Stocks to Consider</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\">\nWant to Bet on China's EV Growth? Here Are 6 Stocks to Consider\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-12 10:31 GMT+8 <a href=https://www.fool.com/investing/2021/12/11/want-to-bet-on-chinas-ev-growth-here-are-6-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>From January to November, 2.5 million electric vehicles (EVs) were sold in China, including plug-in hybrids. That's a year-over-year increase of 178%. In the first half of this year, China accounted ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/11/want-to-bet-on-chinas-ev-growth-here-are-6-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4509":"腾讯概念","TSLA":"特斯拉","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4526":"热门中概股","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓","XPEV":"小鹏汽车","BK4504":"桥水持仓","GM":"通用汽车","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LI":"理想汽车","NIO":"蔚来","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念"},"source_url":"https://www.fool.com/investing/2021/12/11/want-to-bet-on-chinas-ev-growth-here-are-6-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2190567199","content_text":"From January to November, 2.5 million electric vehicles (EVs) were sold in China, including plug-in hybrids. That's a year-over-year increase of 178%. In the first half of this year, China accounted for roughly 42% of global EV sales. Global EV sales for 2021 are estimated to be around 6 million units, which means China will likely maintain its lead in EV sales for the year.\nWith strong governmental support for both EVs and public charging infrastructure, China's future EV growth looks certain. Here are six stocks to bet on this growth narrative.\nTesla\nNearly 25% of Tesla's (NASDAQ:TSLA) revenue for the first nine months of 2021 came from China. In the third quarter, it derived nearly 23% of its revenue from China. According to CleanTechnica, the company controls roughly 10% share -- the third highest -- of China's EV market. Clearly, China is an important market for Tesla.\nA major chunk of cars produced at its plant in Shanghai are exported. With a local manufacturing base, Tesla would surely like to expand its sales in China in future. Thus, an investment in Tesla automatically pivots you to China's EV market growth.\n\nImage source: Getty Images.\nGeneral Motors\nGeneral Motors (NYSE:GM) sells EVs in China under two joint ventures (JV) -- one with the state-owned SAIC Motor, and another with SAIC Motor and Wuling Automobile. The SAIC-GM-Wuling JV (SGMW) venture controlled roughly 15% of China's EV market between January and October. That's the second highest share of China's EV market.\nWhile that looks big, GM's International segment, which includes earnings from China, contributed less than 5% of General Motors' adjusted earnings before interest and tax (EBIT) for the nine months ended Sept. 30. What's more, less than one-fourth of the sales under the two JVs are electric.\nWhile General Motors' EV sales in China are growing, its competitors are growing faster. In two months, SGMW's market share has fallen roughly 2%. SGMW's HongGuang Mini EV is the top-selling EV model in China. If the company manages to bring new and successful EV models, it could retain its share in the competitive Chinese market.\nInvestors should note that only a tiny percentage of their investment in General Motors stock is exposed to China's EV market.\nBYD\nBYD (OTC:BYDDY) controls the highest share, 18%, of China's EV market. The company derives more than half of its revenue from auto and related products. In November, BYD delivered 97,242 vehicles. Of that, 90,121 units were EVs, including plug-in hybrids. Moreover, 46,137 units were full electric. So, the traditional automaker has clearly shifted to EVs.\nApart from vehicles, BYD derives roughly 40% of its revenue from mobile handset components, and roughly 8% from rechargeable batteries and solar products. But the company is witnessing a strong growth in the EV segment, which could form an increasingly higher portion of the company's revenue mix.\nBYD stock is trading at a price-to-sales ratio of around 3.6. With a long history of operations and a better price-to-sales multiple than many EV stocks in the market, value-focused investors will find BYD stock attractive.\nNio, Li Auto, and Xpeng\nThe three Chinese EV makers -- Nio (NYSE:NIO), Li Auto (NASDAQ:LI), and Xpeng (NYSE:XPEV) -- have some things in common. All three are new, pure-play EV companies. All three started at nearly the same time -- in 2014 and 2015. The three companies are primarily targeting the passenger car and SUV market and can potentially give Tesla stiff competition in China, and elsewhere.\n\nNIO Revenue (Quarterly) data by YCharts\nAs the above graph shows, Nio generates the highest revenue among the three, but Li Auto and Xpeng have been growing revenue at a higher rate than Nio lately. Even so, all three companies are growing their revenue at impressive quarterly year-over-year growth rates of more than 100%.\nThe three companies face stiff competition from established players, including Tesla, General Motors, and BYD, as well as several other players in the EV space. But all three companies look promising, have already sold several thousand vehicles, and are growing sales rapidly.\nAll in all, Nio, Xpeng, and Li Auto offer a more explicit way to invest in China's EV market. However, investors must consider their appetite for the risks of investing in international stocks before starting a 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