+关注
东北妹子
暂无个人介绍
IP属地:未知
203
关注
4
粉丝
0
主题
0
勋章
主贴
热门
东北妹子
2021-08-16
Hao
抱歉,原内容已删除
东北妹子
2021-07-31
Good
抱歉,原内容已删除
东北妹子
2021-07-30
哦哦
AMD股价续创历史新高,绩后两日涨幅累计超13%
东北妹子
2021-07-29
$苹果(AAPL)$
[开心] [开心]
东北妹子
2021-07-29
[微笑] [微笑] good
抱歉,原内容已删除
东北妹子
2021-07-29
[微笑]
东北妹子
2021-07-28
是的
如今很像1994年,鲍威尔VS格林斯潘谁对?
东北妹子
2021-07-24
有机会涨回来吗?各位大哥
抱歉,原内容已删除
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4090143550820970","uuid":"4090143550820970","gmtCreate":1627040810004,"gmtModify":1627092931720,"name":"东北妹子","pinyin":"dbmzdongbeimeizi","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/43bae55f10962312a58d0f65a7fafd8d","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":4,"headSize":203,"tweetSize":8,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖(非转发)","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.12.06","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"80.81%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":3,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":839914234,"gmtCreate":1629116207528,"gmtModify":1633687313024,"author":{"id":"4090143550820970","authorId":"4090143550820970","name":"东北妹子","avatar":"https://static.tigerbbs.com/43bae55f10962312a58d0f65a7fafd8d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090143550820970","idStr":"4090143550820970"},"themes":[],"htmlText":"Hao","listText":"Hao","text":"Hao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/839914234","repostId":"2159241181","repostType":4,"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806485820,"gmtCreate":1627689214160,"gmtModify":1633757175897,"author":{"id":"4090143550820970","authorId":"4090143550820970","name":"东北妹子","avatar":"https://static.tigerbbs.com/43bae55f10962312a58d0f65a7fafd8d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090143550820970","idStr":"4090143550820970"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/806485820","repostId":"2155157381","repostType":4,"isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808246952,"gmtCreate":1627598556776,"gmtModify":1633758027635,"author":{"id":"4090143550820970","authorId":"4090143550820970","name":"东北妹子","avatar":"https://static.tigerbbs.com/43bae55f10962312a58d0f65a7fafd8d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090143550820970","idStr":"4090143550820970"},"themes":[],"htmlText":"哦哦","listText":"哦哦","text":"哦哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808246952","repostId":"1120419201","repostType":4,"repost":{"id":"1120419201","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627571750,"share":"https://www.laohu8.com/m/news/1120419201?lang=&edition=full","pubTime":"2021-07-29 23:15","market":"us","language":"zh","title":"AMD股价续创历史新高,绩后两日涨幅累计超13%","url":"https://stock-news.laohu8.com/highlight/detail?id=1120419201","media":"老虎资讯综合","summary":"7月29日,AMD涨超5%,报103美元,股价续创历史新高,绩后两日涨幅累计超13%,第二季度营收38.5亿美元,净利润7亿美元,同比大涨352%。\n\n有分析师认为AMD处在50多年来最有利的发展阶段","content":"<p>7月29日,<a href=\"https://laohu8.com/S/AMD\">AMD</a>涨超5%,报103美元,股价续创历史新高,绩后两日涨幅累计超13%,第二季度营收38.5亿美元,净利润7亿美元,同比大涨352%。</p>\n<p><img src=\"https://static.tigerbbs.com/c3de6e465956397583ab4c5c2612bfa3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>有分析师认为AMD处在50多年来最有利的发展阶段,特别是AMD公布超预期Q2财报后。尽管该公司与芯片行业领头羊<a href=\"https://laohu8.com/S/INTC\">英特尔</a>在具体营业额的数字上有巨大的差异,但从成长性的角度看,AMD极有可能取代英特尔在行业中引领者的地位。</p>\n<p><b>AMD VS 英特尔,谁能实现高增长?</b></p>\n<p>美东时间7月27日美股盘后,美国超微公司(AMD.US)公布了超预期的第二季度财报。财报显示,AMD在Q2营收同比翻番,净利润更是同比猛增了352%。此外,AMD预计Q3营收将同比增长近50%,并将2021年营收展望从同比增长50%上调至60%。截至昨日收盘,AMD股价上涨7.58%。</p>\n<p>相比之下,作为芯片行业领头羊的英特尔(INTC.US)Q2业绩显得黯淡无光,虽其Q2营收和调整后每股收益以及第三季度业绩展望均超出华尔街分析师此前预期,但从市场反应来看,该成绩并不理想,公布业绩后其盘后股价仍旧下跌逾2%。</p>\n<p>从历史数据来看,这两家公司在去年疫情期间(Q1-Q2)都经历了类似的放缓,但这两家公司后来的发展却截然不同。</p>\n<p>2020年Q3,AMD营收实现同比增长55.52%,而英特尔同比下降4.47%。从那以后,AMD业绩一路高歌,而英特尔却一直非常平淡,不是增长持平就是出现负增长。</p>\n<p>由此可见,AMD正在向市场证明自己能够实现高增长,而英特尔仅在证明自己能够实现稳定增长。</p>\n<p><b>市场只为企业的高增长买单</b></p>\n<p>市场对这两家公司的定价方式是不同的。关键的区别在于,市场会愿意为高增长的企业投入更多资金,而为增长停滞的企业投入更少。</p>\n<p>AMD和英特尔的股价也反映了这一点:</p>\n<p>公司市盈率与市场预期保持同步:</p>\n<p>AMD当前估值为38倍市盈率,但如果将股价图表和市盈率图表放在一起会发现,AMD市盈率呈下降趋势,而股价则呈上升趋势。另一方面,由于英特尔估值一直处于横向水平,而营收持续低迷,导致股票回报率不断下降,最终英特尔股价也将继续下滑。</p>\n<p><b>AMD正蚕食英特尔市场份额?</b></p>\n<p>值得一提的,AMD在2020年全年总营业额为97.6亿美元,同比增长45%,得益于计算和图形事业部及企业、嵌入式和半定制事业部营业额增长,其中包括AMD的产品在全球500强超级计算机中的应用同比增长了5倍;谷歌云率先采用第三代AMDEPYC 处理器,性能提升了56%等。与AMD不同的是,英特尔新CEO上任之后,则大肆宣布加码芯片代工业务,如今年3月,英特尔宣布将斥资200亿美元在美国建设两座芯片工厂。</p>\n<p>AMD的复兴建立在技术实力迭代上,不同于竞争对手英特尔执迷于自己生产芯片,AMD则外包给<a href=\"https://laohu8.com/S/TSM\">台积电</a>。将全部精力聚焦于技术而非生产,AMD的产品开始蚕食英特尔的市场份额。</p>\n<p>根据PassMark的数据,二季度AMD在所有CPU中的市场份额占比达到44.1%,英特尔则由巅峰时的82.5%下降至55.8%。</p>\n<p><b>“领头羊”头衔花落谁家?</b></p>\n<p>无论AMD是否能占据芯片行业领头羊的位置,或许这个位置也不再属于英特尔,原因是其发展已经无法再为行业动向提供晴雨表功能。众所周知,半导体行业当前并没有萎缩,相反它正在日益增长。数据显示,半导体行业从2020年到2021年预计将增长17%,2021年到2022年将增长6%以上。</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>AMD股价续创历史新高,绩后两日涨幅累计超13%</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\">\nAMD股价续创历史新高,绩后两日涨幅累计超13%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-29 23:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月29日,<a href=\"https://laohu8.com/S/AMD\">AMD</a>涨超5%,报103美元,股价续创历史新高,绩后两日涨幅累计超13%,第二季度营收38.5亿美元,净利润7亿美元,同比大涨352%。</p>\n<p><img src=\"https://static.tigerbbs.com/c3de6e465956397583ab4c5c2612bfa3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>有分析师认为AMD处在50多年来最有利的发展阶段,特别是AMD公布超预期Q2财报后。尽管该公司与芯片行业领头羊<a href=\"https://laohu8.com/S/INTC\">英特尔</a>在具体营业额的数字上有巨大的差异,但从成长性的角度看,AMD极有可能取代英特尔在行业中引领者的地位。</p>\n<p><b>AMD VS 英特尔,谁能实现高增长?</b></p>\n<p>美东时间7月27日美股盘后,美国超微公司(AMD.US)公布了超预期的第二季度财报。财报显示,AMD在Q2营收同比翻番,净利润更是同比猛增了352%。此外,AMD预计Q3营收将同比增长近50%,并将2021年营收展望从同比增长50%上调至60%。截至昨日收盘,AMD股价上涨7.58%。</p>\n<p>相比之下,作为芯片行业领头羊的英特尔(INTC.US)Q2业绩显得黯淡无光,虽其Q2营收和调整后每股收益以及第三季度业绩展望均超出华尔街分析师此前预期,但从市场反应来看,该成绩并不理想,公布业绩后其盘后股价仍旧下跌逾2%。</p>\n<p>从历史数据来看,这两家公司在去年疫情期间(Q1-Q2)都经历了类似的放缓,但这两家公司后来的发展却截然不同。</p>\n<p>2020年Q3,AMD营收实现同比增长55.52%,而英特尔同比下降4.47%。从那以后,AMD业绩一路高歌,而英特尔却一直非常平淡,不是增长持平就是出现负增长。</p>\n<p>由此可见,AMD正在向市场证明自己能够实现高增长,而英特尔仅在证明自己能够实现稳定增长。</p>\n<p><b>市场只为企业的高增长买单</b></p>\n<p>市场对这两家公司的定价方式是不同的。关键的区别在于,市场会愿意为高增长的企业投入更多资金,而为增长停滞的企业投入更少。</p>\n<p>AMD和英特尔的股价也反映了这一点:</p>\n<p>公司市盈率与市场预期保持同步:</p>\n<p>AMD当前估值为38倍市盈率,但如果将股价图表和市盈率图表放在一起会发现,AMD市盈率呈下降趋势,而股价则呈上升趋势。另一方面,由于英特尔估值一直处于横向水平,而营收持续低迷,导致股票回报率不断下降,最终英特尔股价也将继续下滑。</p>\n<p><b>AMD正蚕食英特尔市场份额?</b></p>\n<p>值得一提的,AMD在2020年全年总营业额为97.6亿美元,同比增长45%,得益于计算和图形事业部及企业、嵌入式和半定制事业部营业额增长,其中包括AMD的产品在全球500强超级计算机中的应用同比增长了5倍;谷歌云率先采用第三代AMDEPYC 处理器,性能提升了56%等。与AMD不同的是,英特尔新CEO上任之后,则大肆宣布加码芯片代工业务,如今年3月,英特尔宣布将斥资200亿美元在美国建设两座芯片工厂。</p>\n<p>AMD的复兴建立在技术实力迭代上,不同于竞争对手英特尔执迷于自己生产芯片,AMD则外包给<a href=\"https://laohu8.com/S/TSM\">台积电</a>。将全部精力聚焦于技术而非生产,AMD的产品开始蚕食英特尔的市场份额。</p>\n<p>根据PassMark的数据,二季度AMD在所有CPU中的市场份额占比达到44.1%,英特尔则由巅峰时的82.5%下降至55.8%。</p>\n<p><b>“领头羊”头衔花落谁家?</b></p>\n<p>无论AMD是否能占据芯片行业领头羊的位置,或许这个位置也不再属于英特尔,原因是其发展已经无法再为行业动向提供晴雨表功能。众所周知,半导体行业当前并没有萎缩,相反它正在日益增长。数据显示,半导体行业从2020年到2021年预计将增长17%,2021年到2022年将增长6%以上。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a593d85be38c3aa543ab3056553101ff","relate_stocks":{"AMD":"美国超微公司"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120419201","content_text":"7月29日,AMD涨超5%,报103美元,股价续创历史新高,绩后两日涨幅累计超13%,第二季度营收38.5亿美元,净利润7亿美元,同比大涨352%。\n\n有分析师认为AMD处在50多年来最有利的发展阶段,特别是AMD公布超预期Q2财报后。尽管该公司与芯片行业领头羊英特尔在具体营业额的数字上有巨大的差异,但从成长性的角度看,AMD极有可能取代英特尔在行业中引领者的地位。\nAMD VS 英特尔,谁能实现高增长?\n美东时间7月27日美股盘后,美国超微公司(AMD.US)公布了超预期的第二季度财报。财报显示,AMD在Q2营收同比翻番,净利润更是同比猛增了352%。此外,AMD预计Q3营收将同比增长近50%,并将2021年营收展望从同比增长50%上调至60%。截至昨日收盘,AMD股价上涨7.58%。\n相比之下,作为芯片行业领头羊的英特尔(INTC.US)Q2业绩显得黯淡无光,虽其Q2营收和调整后每股收益以及第三季度业绩展望均超出华尔街分析师此前预期,但从市场反应来看,该成绩并不理想,公布业绩后其盘后股价仍旧下跌逾2%。\n从历史数据来看,这两家公司在去年疫情期间(Q1-Q2)都经历了类似的放缓,但这两家公司后来的发展却截然不同。\n2020年Q3,AMD营收实现同比增长55.52%,而英特尔同比下降4.47%。从那以后,AMD业绩一路高歌,而英特尔却一直非常平淡,不是增长持平就是出现负增长。\n由此可见,AMD正在向市场证明自己能够实现高增长,而英特尔仅在证明自己能够实现稳定增长。\n市场只为企业的高增长买单\n市场对这两家公司的定价方式是不同的。关键的区别在于,市场会愿意为高增长的企业投入更多资金,而为增长停滞的企业投入更少。\nAMD和英特尔的股价也反映了这一点:\n公司市盈率与市场预期保持同步:\nAMD当前估值为38倍市盈率,但如果将股价图表和市盈率图表放在一起会发现,AMD市盈率呈下降趋势,而股价则呈上升趋势。另一方面,由于英特尔估值一直处于横向水平,而营收持续低迷,导致股票回报率不断下降,最终英特尔股价也将继续下滑。\nAMD正蚕食英特尔市场份额?\n值得一提的,AMD在2020年全年总营业额为97.6亿美元,同比增长45%,得益于计算和图形事业部及企业、嵌入式和半定制事业部营业额增长,其中包括AMD的产品在全球500强超级计算机中的应用同比增长了5倍;谷歌云率先采用第三代AMDEPYC 处理器,性能提升了56%等。与AMD不同的是,英特尔新CEO上任之后,则大肆宣布加码芯片代工业务,如今年3月,英特尔宣布将斥资200亿美元在美国建设两座芯片工厂。\nAMD的复兴建立在技术实力迭代上,不同于竞争对手英特尔执迷于自己生产芯片,AMD则外包给台积电。将全部精力聚焦于技术而非生产,AMD的产品开始蚕食英特尔的市场份额。\n根据PassMark的数据,二季度AMD在所有CPU中的市场份额占比达到44.1%,英特尔则由巅峰时的82.5%下降至55.8%。\n“领头羊”头衔花落谁家?\n无论AMD是否能占据芯片行业领头羊的位置,或许这个位置也不再属于英特尔,原因是其发展已经无法再为行业动向提供晴雨表功能。众所周知,半导体行业当前并没有萎缩,相反它正在日益增长。数据显示,半导体行业从2020年到2021年预计将增长17%,2021年到2022年将增长6%以上。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":808196933,"gmtCreate":1627563114422,"gmtModify":1633763786770,"author":{"id":"4090143550820970","authorId":"4090143550820970","name":"东北妹子","avatar":"https://static.tigerbbs.com/43bae55f10962312a58d0f65a7fafd8d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090143550820970","idStr":"4090143550820970"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>[开心] [开心] ","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>[开心] [开心] ","text":"$苹果(AAPL)$[开心] [开心]","images":[{"img":"https://static.tigerbbs.com/8df4e87d5c923eb273afa7e28e5b1128","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808196933","isVote":1,"tweetType":1,"viewCount":1012,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":808198006,"gmtCreate":1627563065605,"gmtModify":1633763787482,"author":{"id":"4090143550820970","authorId":"4090143550820970","name":"东北妹子","avatar":"https://static.tigerbbs.com/43bae55f10962312a58d0f65a7fafd8d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090143550820970","idStr":"4090143550820970"},"themes":[],"htmlText":"[微笑] [微笑] good","listText":"[微笑] [微笑] good","text":"[微笑] [微笑] good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808198006","repostId":"1123445567","repostType":4,"isVote":1,"tweetType":1,"viewCount":1287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":808191125,"gmtCreate":1627563009467,"gmtModify":1633763788076,"author":{"id":"4090143550820970","authorId":"4090143550820970","name":"东北妹子","avatar":"https://static.tigerbbs.com/43bae55f10962312a58d0f65a7fafd8d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090143550820970","idStr":"4090143550820970"},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[{"img":"https://static.tigerbbs.com/38151498489515b653d461638feed28d","width":"1125","height":"3175"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808191125","isVote":1,"tweetType":1,"viewCount":1257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":803407612,"gmtCreate":1627453913836,"gmtModify":1633764836758,"author":{"id":"4090143550820970","authorId":"4090143550820970","name":"东北妹子","avatar":"https://static.tigerbbs.com/43bae55f10962312a58d0f65a7fafd8d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090143550820970","idStr":"4090143550820970"},"themes":[],"htmlText":"是的","listText":"是的","text":"是的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803407612","repostId":"1190443516","repostType":4,"repost":{"id":"1190443516","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业,总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1627453510,"share":"https://www.laohu8.com/m/news/1190443516?lang=&edition=full","pubTime":"2021-07-28 14:25","market":"us","language":"zh","title":"如今很像1994年,鲍威尔VS格林斯潘谁对?","url":"https://stock-news.laohu8.com/highlight/detail?id=1190443516","media":"Wind万得","summary":"现在的情景和1994年非常相似:经济复苏,周期通胀压力扑面而来。1994年,时任美联储主席格林斯潘选择收紧信贷,同时缩表抑制通胀。然而如今的美联储主席选择截然相反的道路,孰对孰错?\nAlliance ","content":"<p>现在的情景和1994年非常相似:经济复苏,周期通胀压力扑面而来。1994年,时任美联储主席格林斯潘选择收紧信贷,同时缩表抑制通胀。然而如今的美联储主席选择截然相反的道路,孰对孰错?</p>\n<p>Alliance Bernstein 前首席经济学家Joseph Carson在最新的报告中写道,选择放任通胀的策略,对市场来说,短期是利好,直到有一天这条路再也行不通。而选择采取行动抑制通胀,短期对经济和市场不友好,但长期来看是有益的。</p>\n<p>鲍威尔面对通胀上升,依旧采取非常宽松的货币政策,认为通胀升高只是暂时的。2021年全年的通货膨胀率还未公布,但前6个月的消费价格通胀率(3.6%)超过了1994年12个月的水平(2.6%)。</p>\n<p>1994年,格林斯潘采取干预通胀的措施,非常迅速地采取收紧措施,认为任由通胀上升不受控制风险太大。1994年,以核心中间材料生产者价格指数衡量的通胀压力上升了5.2%。在2021年的前六个月,这些价格上涨了14.7%,几乎是1994年的3倍。</p>\n<p>格林斯潘的先发制人政策是成功的,因为上游通胀从未渗透到消费者层面。截至1994年,总体和核心消费物价指数上升了2.6%,比1993年的通货膨胀率低了约20至50个基点。</p>\n<p>鲍威尔虽然承认,2021年的通胀率已经远远超出了美联储的预期,但他仍然认为,长期市场通胀预期依然稳固,长期债券收益率的下降表明,市场对持续通胀的担忧微乎其微。</p>\n<p>不过,人们的消费行为却显示,通胀预期是在上升的。2021年初,二手车和卡车价格上涨了10%,但这并没有吓阻买家,因为第二季度价格又上涨了20%。房价创纪录的攀升也没有阻止人们购买。Joseph Carson反问道,难道这些不是通胀预期上升的例子吗?</p>\n<p>最近债券市场的反弹令人费解。但值得注意的是,在1994,在美联储收紧周期中,十年期国债收益率出现了惊人的下降。当时,分析师和投资者认为,企业库存大幅增加是需求见顶、美联储紧缩周期将很快结束的迹象。后来证明,这些分析是一项严重的误判。</p>\n<p>格林斯潘当时敏锐的观察到,库存增加是有意为之,因为订单积压的急剧增加迫使企业提高库存水平,以保护未来的生产计划。在对库存状况和增长前景进行评估之后,格林斯潘在随后的六个月内将联邦基金利率再推高175个基点,10年期债券收益率飙升逾100个基点。1994年债券市场的逆转表明,并非所有债券市场的反弹都能准确预测未来。</p>\n<p>在今年4月的美联储一息会议上,鲍威尔称,经济复苏达到美联储既定目标还有很长的路要走,现在还不是讨论减少资产购买的时候。三个月后,媒体预计美联储将在7月的议息会议上首次讨论减少资产购买。倘若,鲍威尔能够在3个月内调整资产购买规模,那么他有可能在利率政策上快速转向。</p>\n<p>整体而言,格林斯潘在1994年出手干预通胀是成功的,而目前的一些迹象表明,鲍威尔放任通胀上升的做法难言正确。现在的问题是,投资者们什么时候意识到鲍威尔最终也会走格林斯潘的老路?</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>如今很像1994年,鲍威尔VS格林斯潘谁对?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n如今很像1994年,鲍威尔VS格林斯潘谁对?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2021-07-28 14:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>现在的情景和1994年非常相似:经济复苏,周期通胀压力扑面而来。1994年,时任美联储主席格林斯潘选择收紧信贷,同时缩表抑制通胀。然而如今的美联储主席选择截然相反的道路,孰对孰错?</p>\n<p>Alliance Bernstein 前首席经济学家Joseph Carson在最新的报告中写道,选择放任通胀的策略,对市场来说,短期是利好,直到有一天这条路再也行不通。而选择采取行动抑制通胀,短期对经济和市场不友好,但长期来看是有益的。</p>\n<p>鲍威尔面对通胀上升,依旧采取非常宽松的货币政策,认为通胀升高只是暂时的。2021年全年的通货膨胀率还未公布,但前6个月的消费价格通胀率(3.6%)超过了1994年12个月的水平(2.6%)。</p>\n<p>1994年,格林斯潘采取干预通胀的措施,非常迅速地采取收紧措施,认为任由通胀上升不受控制风险太大。1994年,以核心中间材料生产者价格指数衡量的通胀压力上升了5.2%。在2021年的前六个月,这些价格上涨了14.7%,几乎是1994年的3倍。</p>\n<p>格林斯潘的先发制人政策是成功的,因为上游通胀从未渗透到消费者层面。截至1994年,总体和核心消费物价指数上升了2.6%,比1993年的通货膨胀率低了约20至50个基点。</p>\n<p>鲍威尔虽然承认,2021年的通胀率已经远远超出了美联储的预期,但他仍然认为,长期市场通胀预期依然稳固,长期债券收益率的下降表明,市场对持续通胀的担忧微乎其微。</p>\n<p>不过,人们的消费行为却显示,通胀预期是在上升的。2021年初,二手车和卡车价格上涨了10%,但这并没有吓阻买家,因为第二季度价格又上涨了20%。房价创纪录的攀升也没有阻止人们购买。Joseph Carson反问道,难道这些不是通胀预期上升的例子吗?</p>\n<p>最近债券市场的反弹令人费解。但值得注意的是,在1994,在美联储收紧周期中,十年期国债收益率出现了惊人的下降。当时,分析师和投资者认为,企业库存大幅增加是需求见顶、美联储紧缩周期将很快结束的迹象。后来证明,这些分析是一项严重的误判。</p>\n<p>格林斯潘当时敏锐的观察到,库存增加是有意为之,因为订单积压的急剧增加迫使企业提高库存水平,以保护未来的生产计划。在对库存状况和增长前景进行评估之后,格林斯潘在随后的六个月内将联邦基金利率再推高175个基点,10年期债券收益率飙升逾100个基点。1994年债券市场的逆转表明,并非所有债券市场的反弹都能准确预测未来。</p>\n<p>在今年4月的美联储一息会议上,鲍威尔称,经济复苏达到美联储既定目标还有很长的路要走,现在还不是讨论减少资产购买的时候。三个月后,媒体预计美联储将在7月的议息会议上首次讨论减少资产购买。倘若,鲍威尔能够在3个月内调整资产购买规模,那么他有可能在利率政策上快速转向。</p>\n<p>整体而言,格林斯潘在1994年出手干预通胀是成功的,而目前的一些迹象表明,鲍威尔放任通胀上升的做法难言正确。现在的问题是,投资者们什么时候意识到鲍威尔最终也会走格林斯潘的老路?</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0f9e9a265cb0e7e8cb195039b2fe24a4","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SQQQ":"纳指三倍做空ETF",".DJI":"道琼斯","IVV":"标普500指数ETF","SDS":"两倍做空标普500ETF","QLD":"纳指两倍做多ETF","SSO":"两倍做多标普500ETF","DXD":"道指两倍做空ETF",".IXIC":"NASDAQ Composite","SPY":"标普500ETF","UDOW":"道指三倍做多ETF-ProShares","PSQ":"纳指反向ETF","UPRO":"三倍做多标普500ETF","DOG":"道指反向ETF","OEX":"标普100","DJX":"1/100道琼斯","SH":"标普500反向ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190443516","content_text":"现在的情景和1994年非常相似:经济复苏,周期通胀压力扑面而来。1994年,时任美联储主席格林斯潘选择收紧信贷,同时缩表抑制通胀。然而如今的美联储主席选择截然相反的道路,孰对孰错?\nAlliance Bernstein 前首席经济学家Joseph Carson在最新的报告中写道,选择放任通胀的策略,对市场来说,短期是利好,直到有一天这条路再也行不通。而选择采取行动抑制通胀,短期对经济和市场不友好,但长期来看是有益的。\n鲍威尔面对通胀上升,依旧采取非常宽松的货币政策,认为通胀升高只是暂时的。2021年全年的通货膨胀率还未公布,但前6个月的消费价格通胀率(3.6%)超过了1994年12个月的水平(2.6%)。\n1994年,格林斯潘采取干预通胀的措施,非常迅速地采取收紧措施,认为任由通胀上升不受控制风险太大。1994年,以核心中间材料生产者价格指数衡量的通胀压力上升了5.2%。在2021年的前六个月,这些价格上涨了14.7%,几乎是1994年的3倍。\n格林斯潘的先发制人政策是成功的,因为上游通胀从未渗透到消费者层面。截至1994年,总体和核心消费物价指数上升了2.6%,比1993年的通货膨胀率低了约20至50个基点。\n鲍威尔虽然承认,2021年的通胀率已经远远超出了美联储的预期,但他仍然认为,长期市场通胀预期依然稳固,长期债券收益率的下降表明,市场对持续通胀的担忧微乎其微。\n不过,人们的消费行为却显示,通胀预期是在上升的。2021年初,二手车和卡车价格上涨了10%,但这并没有吓阻买家,因为第二季度价格又上涨了20%。房价创纪录的攀升也没有阻止人们购买。Joseph Carson反问道,难道这些不是通胀预期上升的例子吗?\n最近债券市场的反弹令人费解。但值得注意的是,在1994,在美联储收紧周期中,十年期国债收益率出现了惊人的下降。当时,分析师和投资者认为,企业库存大幅增加是需求见顶、美联储紧缩周期将很快结束的迹象。后来证明,这些分析是一项严重的误判。\n格林斯潘当时敏锐的观察到,库存增加是有意为之,因为订单积压的急剧增加迫使企业提高库存水平,以保护未来的生产计划。在对库存状况和增长前景进行评估之后,格林斯潘在随后的六个月内将联邦基金利率再推高175个基点,10年期债券收益率飙升逾100个基点。1994年债券市场的逆转表明,并非所有债券市场的反弹都能准确预测未来。\n在今年4月的美联储一息会议上,鲍威尔称,经济复苏达到美联储既定目标还有很长的路要走,现在还不是讨论减少资产购买的时候。三个月后,媒体预计美联储将在7月的议息会议上首次讨论减少资产购买。倘若,鲍威尔能够在3个月内调整资产购买规模,那么他有可能在利率政策上快速转向。\n整体而言,格林斯潘在1994年出手干预通胀是成功的,而目前的一些迹象表明,鲍威尔放任通胀上升的做法难言正确。现在的问题是,投资者们什么时候意识到鲍威尔最终也会走格林斯潘的老路?","news_type":1},"isVote":1,"tweetType":1,"viewCount":1228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":174105772,"gmtCreate":1627084023796,"gmtModify":1633768223757,"author":{"id":"4090143550820970","authorId":"4090143550820970","name":"东北妹子","avatar":"https://static.tigerbbs.com/43bae55f10962312a58d0f65a7fafd8d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090143550820970","idStr":"4090143550820970"},"themes":[],"htmlText":"有机会涨回来吗?各位大哥","listText":"有机会涨回来吗?各位大哥","text":"有机会涨回来吗?各位大哥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174105772","repostId":"1176482387","repostType":4,"isVote":1,"tweetType":1,"viewCount":1022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":839914234,"gmtCreate":1629116207528,"gmtModify":1633687313024,"author":{"id":"4090143550820970","authorId":"4090143550820970","name":"东北妹子","avatar":"https://static.tigerbbs.com/43bae55f10962312a58d0f65a7fafd8d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090143550820970","authorIdStr":"4090143550820970"},"themes":[],"htmlText":"Hao","listText":"Hao","text":"Hao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/839914234","repostId":"2159241181","repostType":4,"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806485820,"gmtCreate":1627689214160,"gmtModify":1633757175897,"author":{"id":"4090143550820970","authorId":"4090143550820970","name":"东北妹子","avatar":"https://static.tigerbbs.com/43bae55f10962312a58d0f65a7fafd8d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090143550820970","authorIdStr":"4090143550820970"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/806485820","repostId":"2155157381","repostType":4,"repost":{"id":"2155157381","pubTimestamp":1627676466,"share":"https://www.laohu8.com/m/news/2155157381?lang=&edition=full","pubTime":"2021-07-31 04:21","market":"us","language":"zh","title":"亚马逊收跌逾7%,财报逊预期遭多家投行下调目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=2155157381","media":"新浪财经","summary":"亚马逊股价周五收盘大跌7.56%,报3327.59美元。该公司昨日公布的财报显示二季度营收及三季度业绩指引均不及市场预期,遭多家投行下调目标价,还因违反数据隐私法规被欧盟处以创纪录的7.46亿欧元(约","content":"<p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>股价周五收盘大跌7.56%,报3327.59美元。该公司昨日公布的财报显示二季度营收及三季度业绩指引均不及市场预期,遭多家投行下调目标价,还因违反数据隐私法规被欧盟处以创纪录的7.46亿欧元(约合8.88亿美元)罚款。</p>\n<p><img src=\"https://static.tigerbbs.com/79b44729fd45b9bdbd59446bda6a40b7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>财报显示,亚马逊二季度营收1130.8亿美元,同比增长27.2%,为连续第三个季度超过1000亿美元,但不及市场预期的1152亿美元。展望三季度,亚马逊预计营收将在1060亿-1120亿美元之间,同比增幅10%-16%,不及市场预期的1192亿美元。</p>\n<p>财报发布后,多家华尔街大行发布研究报告,纷纷下调亚马逊的目标价,多位分析师预期该公司短期增长将放缓,但仍看好其长期增长前景。</p>\n<p><a href=\"https://laohu8.com/S/UBS\">瑞银</a>分析师Michael Lasser将亚马逊的目标价从4350美元下调至4020美元,但仍维持“买入”评级。</p>\n<p>该分析师在一份研究报告中告诉投资者,亚马逊第二季度营收低于预期,原因是消费者重返商店,参与更多休闲活动,减少了在线支出。 但Lasser补充道,亚马逊仍占本季度新增在线支出总额的44%,远高于过去5年通常占36%的比例。</p>\n<p>Oppenheimer分析师Jason Helfstein将亚马逊的目标价从4400美元下调至4200美元,并维持“跑赢大盘”评级。Helfstein在一份研究报告中告诉投资者,他预期亚马逊下半年增长放缓,不过,他仍看好该公司的长期增长前景。</p>\n<p><a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>分析师Stephen Ju将亚马逊的目标价从4850美元下调至4700美元,并维持“跑赢大盘”评级。</p>\n<p>虽然大多数投资者将注意力放在低于市场预期的第三季度营收指引上,但Ju认为,更重要的是,随着亚马逊继续搭建“最后一公里”配送体系,为扩张Prime会员一日达服务做准备,资本支出将持续上升。不过,Ju表示他可能会在股价回调时买入。</p>\n<p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Brian Nowak将亚马逊的目标价从4500美元下调至4300美元,仍维持“增持”评级。</p>\n<p>此外,媒体报道,亚马逊还因违反欧盟通用数据保护条例(GDPR),被欧盟处以创纪录的7.46亿欧元的罚款。</p>\n<p>随后亚马逊回应,该罚款毫无根据。“没有数据泄露,也没有用户数据被暴露给任何第三方。”</p>\n<p>据悉,这是自2018年5月欧盟GDPR规则生效以来,迄今为止最大的一笔罚款。</p>","source":"sina_us","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>亚马逊收跌逾7%,财报逊预期遭多家投行下调目标价</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n亚马逊收跌逾7%,财报逊预期遭多家投行下调目标价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 04:21 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2021-07-31/doc-ikqcfncc0022926.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>亚马逊股价周五收盘大跌7.56%,报3327.59美元。该公司昨日公布的财报显示二季度营收及三季度业绩指引均不及市场预期,遭多家投行下调目标价,还因违反数据隐私法规被欧盟处以创纪录的7.46亿欧元(约合8.88亿美元)罚款。\n\n财报显示,亚马逊二季度营收1130.8亿美元,同比增长27.2%,为连续第三个季度超过1000亿美元,但不及市场预期的1152亿美元。展望三季度,亚马逊预计营收将在1060...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-07-31/doc-ikqcfncc0022926.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/9e8eecb12cfd50ec299f0fb440639512","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-07-31/doc-ikqcfncc0022926.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155157381","content_text":"亚马逊股价周五收盘大跌7.56%,报3327.59美元。该公司昨日公布的财报显示二季度营收及三季度业绩指引均不及市场预期,遭多家投行下调目标价,还因违反数据隐私法规被欧盟处以创纪录的7.46亿欧元(约合8.88亿美元)罚款。\n\n财报显示,亚马逊二季度营收1130.8亿美元,同比增长27.2%,为连续第三个季度超过1000亿美元,但不及市场预期的1152亿美元。展望三季度,亚马逊预计营收将在1060亿-1120亿美元之间,同比增幅10%-16%,不及市场预期的1192亿美元。\n财报发布后,多家华尔街大行发布研究报告,纷纷下调亚马逊的目标价,多位分析师预期该公司短期增长将放缓,但仍看好其长期增长前景。\n瑞银分析师Michael Lasser将亚马逊的目标价从4350美元下调至4020美元,但仍维持“买入”评级。\n该分析师在一份研究报告中告诉投资者,亚马逊第二季度营收低于预期,原因是消费者重返商店,参与更多休闲活动,减少了在线支出。 但Lasser补充道,亚马逊仍占本季度新增在线支出总额的44%,远高于过去5年通常占36%的比例。\nOppenheimer分析师Jason Helfstein将亚马逊的目标价从4400美元下调至4200美元,并维持“跑赢大盘”评级。Helfstein在一份研究报告中告诉投资者,他预期亚马逊下半年增长放缓,不过,他仍看好该公司的长期增长前景。\n瑞士信贷分析师Stephen Ju将亚马逊的目标价从4850美元下调至4700美元,并维持“跑赢大盘”评级。\n虽然大多数投资者将注意力放在低于市场预期的第三季度营收指引上,但Ju认为,更重要的是,随着亚马逊继续搭建“最后一公里”配送体系,为扩张Prime会员一日达服务做准备,资本支出将持续上升。不过,Ju表示他可能会在股价回调时买入。\n摩根士丹利分析师Brian Nowak将亚马逊的目标价从4500美元下调至4300美元,仍维持“增持”评级。\n此外,媒体报道,亚马逊还因违反欧盟通用数据保护条例(GDPR),被欧盟处以创纪录的7.46亿欧元的罚款。\n随后亚马逊回应,该罚款毫无根据。“没有数据泄露,也没有用户数据被暴露给任何第三方。”\n据悉,这是自2018年5月欧盟GDPR规则生效以来,迄今为止最大的一笔罚款。","news_type":1},"isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808246952,"gmtCreate":1627598556776,"gmtModify":1633758027635,"author":{"id":"4090143550820970","authorId":"4090143550820970","name":"东北妹子","avatar":"https://static.tigerbbs.com/43bae55f10962312a58d0f65a7fafd8d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090143550820970","authorIdStr":"4090143550820970"},"themes":[],"htmlText":"哦哦","listText":"哦哦","text":"哦哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808246952","repostId":"1120419201","repostType":4,"isVote":1,"tweetType":1,"viewCount":1135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":808196933,"gmtCreate":1627563114422,"gmtModify":1633763786770,"author":{"id":"4090143550820970","authorId":"4090143550820970","name":"东北妹子","avatar":"https://static.tigerbbs.com/43bae55f10962312a58d0f65a7fafd8d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090143550820970","authorIdStr":"4090143550820970"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>[开心] [开心] ","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>[开心] [开心] ","text":"$苹果(AAPL)$[开心] [开心]","images":[{"img":"https://static.tigerbbs.com/8df4e87d5c923eb273afa7e28e5b1128","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808196933","isVote":1,"tweetType":1,"viewCount":1012,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":808198006,"gmtCreate":1627563065605,"gmtModify":1633763787482,"author":{"id":"4090143550820970","authorId":"4090143550820970","name":"东北妹子","avatar":"https://static.tigerbbs.com/43bae55f10962312a58d0f65a7fafd8d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090143550820970","authorIdStr":"4090143550820970"},"themes":[],"htmlText":"[微笑] [微笑] good","listText":"[微笑] [微笑] good","text":"[微笑] [微笑] good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808198006","repostId":"1123445567","repostType":4,"isVote":1,"tweetType":1,"viewCount":1287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":808191125,"gmtCreate":1627563009467,"gmtModify":1633763788076,"author":{"id":"4090143550820970","authorId":"4090143550820970","name":"东北妹子","avatar":"https://static.tigerbbs.com/43bae55f10962312a58d0f65a7fafd8d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090143550820970","authorIdStr":"4090143550820970"},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[{"img":"https://static.tigerbbs.com/38151498489515b653d461638feed28d","width":"1125","height":"3175"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808191125","isVote":1,"tweetType":1,"viewCount":1257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":803407612,"gmtCreate":1627453913836,"gmtModify":1633764836758,"author":{"id":"4090143550820970","authorId":"4090143550820970","name":"东北妹子","avatar":"https://static.tigerbbs.com/43bae55f10962312a58d0f65a7fafd8d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090143550820970","authorIdStr":"4090143550820970"},"themes":[],"htmlText":"是的","listText":"是的","text":"是的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803407612","repostId":"1190443516","repostType":4,"isVote":1,"tweetType":1,"viewCount":1228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":174105772,"gmtCreate":1627084023796,"gmtModify":1633768223757,"author":{"id":"4090143550820970","authorId":"4090143550820970","name":"东北妹子","avatar":"https://static.tigerbbs.com/43bae55f10962312a58d0f65a7fafd8d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090143550820970","authorIdStr":"4090143550820970"},"themes":[],"htmlText":"有机会涨回来吗?各位大哥","listText":"有机会涨回来吗?各位大哥","text":"有机会涨回来吗?各位大哥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174105772","repostId":"1176482387","repostType":4,"repost":{"id":"1176482387","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627051697,"share":"https://www.laohu8.com/m/news/1176482387?lang=&edition=full","pubTime":"2021-07-23 22:48","market":"us","language":"zh","title":"新东方回应“双减”文件:未收到有关该等规例的正式通知","url":"https://stock-news.laohu8.com/highlight/detail?id=1176482387","media":"老虎资讯综合","summary":"7月23日,港股在线教育和中概教育股齐齐重挫,创历史单日最大跌幅,数十只概念股惨遭血洗。\n对此,多家机构纷纷回应:\n新东方:我们注意到,今天有部分英文及中文媒体报导称,中国监管机构正在考虑制定一套新规","content":"<p>7月23日,港股在线教育和中概教育股齐齐重挫,创历史单日最大跌幅,数十只概念股惨遭血洗。</p>\n<p>对此,多家机构纷纷回应:</p>\n<p>新东方:我们注意到,今天有部分英文及中文媒体报导称,中国监管机构正在考虑制定一套新规例,内容涉及中国义务教育制度下所教授学校科目的相关课外辅导服务。该等规例尚未公布,本公司亦未收到有关该等规例的正式通知。</p>\n<p>好未来今日在其官网表示,公司注意到某些英文和中文媒体报道称,监管机构正在考虑制定一套新的规定,涉及与义务教育系统中所教科目相关的课后辅导服务。对此,好未来表示,该规定尚未公布,该公司也未收到该规定的正式通知,对市场投机行为该公司不予评论。</p>\n<p>高途晚间在微博回应称,作为社会教育机构,高途坚决拥护双减工作,做好社会主义教育的有益补充,并将加大职业教育投入力度。</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>新东方回应“双减”文件:未收到有关该等规例的正式通知</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n新东方回应“双减”文件:未收到有关该等规例的正式通知\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-23 22:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月23日,港股在线教育和中概教育股齐齐重挫,创历史单日最大跌幅,数十只概念股惨遭血洗。</p>\n<p>对此,多家机构纷纷回应:</p>\n<p>新东方:我们注意到,今天有部分英文及中文媒体报导称,中国监管机构正在考虑制定一套新规例,内容涉及中国义务教育制度下所教授学校科目的相关课外辅导服务。该等规例尚未公布,本公司亦未收到有关该等规例的正式通知。</p>\n<p>好未来今日在其官网表示,公司注意到某些英文和中文媒体报道称,监管机构正在考虑制定一套新的规定,涉及与义务教育系统中所教科目相关的课后辅导服务。对此,好未来表示,该规定尚未公布,该公司也未收到该规定的正式通知,对市场投机行为该公司不予评论。</p>\n<p>高途晚间在微博回应称,作为社会教育机构,高途坚决拥护双减工作,做好社会主义教育的有益补充,并将加大职业教育投入力度。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/82362caba1384c0d03f1f3d1a209deae","relate_stocks":{"09901":"新东方-S","EDU":"新东方"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176482387","content_text":"7月23日,港股在线教育和中概教育股齐齐重挫,创历史单日最大跌幅,数十只概念股惨遭血洗。\n对此,多家机构纷纷回应:\n新东方:我们注意到,今天有部分英文及中文媒体报导称,中国监管机构正在考虑制定一套新规例,内容涉及中国义务教育制度下所教授学校科目的相关课外辅导服务。该等规例尚未公布,本公司亦未收到有关该等规例的正式通知。\n好未来今日在其官网表示,公司注意到某些英文和中文媒体报道称,监管机构正在考虑制定一套新的规定,涉及与义务教育系统中所教科目相关的课后辅导服务。对此,好未来表示,该规定尚未公布,该公司也未收到该规定的正式通知,对市场投机行为该公司不予评论。\n高途晚间在微博回应称,作为社会教育机构,高途坚决拥护双减工作,做好社会主义教育的有益补充,并将加大职业教育投入力度。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}