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2bfreedomso

2bfreedomso

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2022-01-13

FYI

@gugu:2021年投资总结：正确的抄底方式

2022-01-12

Interesting

昨夜今晨：鲍威尔证词不够鹰派？全球涨声一片

2021-12-26

Great

Better Cloud Stock: Microsoft vs. Amazon

2021-12-08

$Beyond Meat, Inc.(BYND)$BBuy more ???

2021-12-07

Thanks for sharing

抱歉，原内容已删除

2021-11-18

Buy more ?

抱歉，原内容已删除

2021-11-05

$Alibaba(BABA)$buy lower

2021-11-03

Wow

昨夜今晨：道指首次站上36000点，微软市值突破2.5万亿

2021-10-29

$Vanguard S&P 500 ETF(VOO)$when will I get u

去老虎APP查看更多动态

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target=\"_blank\" href=\"https://laohu8.com/S/601888\">$中国中免(601888)$</a>12.8%，陕西煤业8.8%，东财3.5%美股：<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 7.7%，meta11%，<a target=\"_blank\" href=\"https://laohu8.com/S/INMD\">$InMode Ltd.(INMD)$</a>13.5%中概：<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>31.5%，","listText":"2021年是我投资的第5个年头，老虎账户盈利-0.23%，5年年化收益28%。每次我的年度收益达到60%之后，第二年的收益就会比较惨淡。这现象也容易理解，股价涨幅主要由企业的盈利增速贡献，另外来自公司估值的变化。大多数个股，二者叠加勉强支撑一年60%的涨幅，第二年的股价犹如强弩之末。2021年1月底，美国十年期国债收益率从1.071%开始急剧上升，到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离，中概差不多在2月10日附近的高点跌落；实际上，这波也影响到A股，外资占比较高的消费和医药板块，过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%，标普2周内回撤3%，第三周止跌上扬。在这之后的9个月，标普和纳指只在9月和11月的个别周中有过几次回撤，整体上二者一路上扬，全年标普和纳指分别收涨27%和26.8%。我的持仓，在四季度中概仓位已达40%，特别是腾讯，自2020年末持有至2021年底，浮亏3%。靠着“已实现损益”的交易，全年账户收益-0.23%，跑输2大指数。目前美股和A股持仓：A股：<a target=\"_blank\" href=\"https://laohu8.com/S/601888\">$中国中免(601888)$</a>12.8%，陕西煤业8.8%，东财3.5%美股：<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 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Ltd.(INMD)$13.5%中概：$腾讯控股(00700)$31.5%，","images":[{"img":"https://static.tigerbbs.com/acf6539fb81b6502b94bfd9b52b063cf","width":"572","height":"212"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694655844","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1037,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694695864,"gmtCreate":1641948382660,"gmtModify":1641948382747,"author":{"id":"4093927783009440","authorId":"4093927783009440","name":"2bfreedomso","avatar":"https://static.tigerbbs.com/65b83e96c90f0969ad5f1f1d77d50a1c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093927783009440","idStr":"4093927783009440"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694695864","repostId":"1116788499","repostType":2,"repost":{"id":"1116788499","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":1641945473,"share":"https://www.laohu8.com/m/news/1116788499?lang=&edition=full","pubTime":"2022-01-12 07:57","market":"us","language":"zh","title":"昨夜今晨：鲍威尔证词不够鹰派？全球涨声一片","url":"https://stock-news.laohu8.com/highlight/detail?id=1116788499","media":"老虎资讯综合","summary":"摘要：①美股三大股指集体收涨，纳指大涨1.41%；②热门中概股周二收盘普遍上涨，趣头条涨超15%；③周二美油收高3.8%，创两月来最高收盘价；④美联储高官再发鹰声：又一今年票委支持3月加息。海外市场1","content":"<html><head></head><body><blockquote>摘要：①美股三大股指集体收涨，纳指大涨1.41%；②热门中概股周二收盘普遍上涨，<a href=\"https://laohu8.com/S/QTT\">趣头条</a>涨超15%；③周二美油收高3.8%，创两月来最高收盘价；④美联储高官再发鹰声：又一今年票委支持3月加息。</blockquote><p>海外市场</p><p>1、美股反弹齐收涨！科技股再挺纳指大涨1.41%</p><p>美国三大股指最近六个交易日首次集体收涨。标普500收涨0.92%，终结五日连跌，摆脱截至周一连续三日所创的去年12月21日以来低谷。道指收涨0.51%，报36252.02点，截至周一连跌四日并三日连创去年12月23日以来新低。纳指收涨1.41%，创1月4日上周二以来收盘新高，连涨两日。</p><p>美股大型科技股全线上涨，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>收涨2.4%领涨，Meta涨近2%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨近1.7%，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet涨近0.8%。</p><p>2、热门中概股周二收盘普遍上涨 趣头条涨超15%</p><p>热门中概股周二收盘普遍上涨，趣头条涨超15%，<a href=\"https://laohu8.com/S/JD\">京东</a>涨超10%，新能源汽车股大涨。</p><p>其他中概股方面，京东、<a href=\"https://laohu8.com/S/ZME\">掌门教育</a>涨超10%，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>涨超8%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨超7%，图森未来涨近7%，<a href=\"https://laohu8.com/S/WB\">微博</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>、涨超3%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨近3%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>、乐居涨超2%。</p><p>新能源汽车股中，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超8%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超7%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨近4%。</p><p>3、欧股全线收涨 德国DAX30指数涨1.11%</p><p>德国DAX30指数涨1.11%，法国CAC40指数涨0.95%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.62%，西班牙IBEX35指数涨0.58%，意大利富时MIB指数涨0.63%，欧洲斯托克50指数涨0.98%。</p><p>4、周二美油收高3.8% 创两月来最高收盘价</p><p>OANDA高级市场分析师Edward Moya表示，全球原油需求前景“看起来仍然乐观，因为大多数主要经济体已越来越接近奥密克戎变异毒株栅栏的另一边了。”</p><p>他表示，如果库存继续下降，美国原油气候价格将“冲向去年的高点”。</p><p>纽约商品交易所2月交割的西德州中质原油（WTI）期货价格上涨2.99美元，涨幅为3.8%，收于每桶81.22美元，创11月11日以来的最高收盘价。</p><p>5、黄金期货周二收高1.1% 创近一周新高</p><p>鲍威尔在连任听证会上表示，央行的加息计划不应该对经济造成影响或损害就业市场。鲍威尔本质上是在描绘经济“软着陆”的愿景，而不是衰退。</p><p>Gold Newsletter编辑Brien Lundin表示：“尽管所有市场都对美联储转向更加鹰派的言论感到震惊，但我认为鲍威尔的证词让人们确信美联储不会采取过于激进的行动，并将保持经济健康作为首要任务。”</p><p>纽约商品交易所2月交割的黄金期货价格上涨19.70美元，涨幅为1.1%，收于每盎司1818.50美元。按照最活跃的合约计算，周二黄金期货创下1月5日以来的最高结算价。至此黄金期货录得连续第三个交易日上涨。</p><p>6、中国之外的新兴市场出现投资流“急刹车”</p><p>根据国际金融协会的数据，外国投资者去年12月从中国之外的发展中国家债券撤资96亿美元，为2020年3月第一轮疫情重创市场以来最大规模资金流出。</p><p>“我们看到非中国新兴市场出现事实上的急刹车，”经济学家Jonathan Fortun在周二的报告中写道。“最新的omicron变异株、美联储加速减码以及美元走强都给业已紧张的新兴市场资金流前景带来了额外的风险。”</p><p>Fortun表示，中国与其他新兴市场之间的境况迥异，因投资者押注世界第二大经济体的反弹速度将快于其他地区。</p><p>国际宏观</p><p>1、鲍威尔：如果需要更进一步加息来降温通胀 美联储会这样做</p><p>鲍威尔表示，高通胀是阻碍充分就业的严重威胁，通胀压力可能持续到明年年中。如果通胀持续时间更长，这意味着更根深蒂固的风险，美联储的政策将作出回应。</p><p>此前，鲍威尔在为周二提名确认听证会准备的讲稿中表示，美联储坚定地致力于实现就业最大化和价格稳定的目标，将使用工具来支持经济和强劲的劳动力市场，并防止更高的通胀变得根深蒂固。</p><p>2、美联储高官再发鹰声：又一今年票委支持3月加息</p><p>美东时间1月11日周二，共有三名拥有今年美联储货币政策会FOMC会议投票权的联储高官讲话。率先发声的克利夫兰联储主席梅斯特（Loretta Mester）表示，为应对供应紧张的劳动力市场以及持续高企的和更为普遍的高通胀，今年美联储可能需要至少将加息三次，并且开始缩表。她说：</p><p>梅斯特说，最终的货币政策决策将取决于经济形势，以及新冠疫情如何变化，但指出，为了解决“远超”联储目标水平的通胀，美联储官员可能现在需要重新校准政策。鉴于通胀“远高于我们所需的水平”，劳动力市场吃紧，“美联储确实很可能撤除部分宽松。”</p><p>3、世界银行下调2022年全球增长预测 疫情和财政支持减弱都是原因</p><p>总部位于华盛顿的世界银行周二在半年度的《全球经济展望》报告中表示，今年全球GDP可能会增长4.1%，低于6月份时预测的4.3%。</p><p>“经济严重放缓正在发生，”该机构Prospects Group的首席经济学家Ayhan Kose在接受采访时表示。全球经济“基本上处在两条不同的航在线：先进经济体在高飞；新兴市场和发展中经济体有些低迷和落后。”</p><p>世界银行行长David Malpass所称的“异常不确定性”为全球前景蒙上阴影。该银行表示，下行风险包括Covid-19疫情的再次爆发、通胀预期失控的可能性，以及在债务水平创新高的情况下出现的财务压力。该机构表示，在支持政策空间有限的新兴市场，这些风险增加了经济硬着陆的可能性。</p><p>4、立法禁止国会议员炒股？股神佩洛西危矣！</p><p>美国众议院少数党领袖凯文·麦卡锡（Kevin McCarthy）表示，如果共和党在11月份的中期选举中赢得众议院多数席位，而他本人若成为众议院议长，将考虑禁止国会议员持有或交易股票。</p><p>目前来看，新冠疫情应对不力、高通胀率、供应链危机等等问题，导致拜登的不支持率不断刷新高点，市场普遍认为，中期选举中，民主党人将失去对国会的控制权。</p><p>5、美国小企业乐观情绪上升 但通胀和缺乏合格劳动力成为最大挑战</p><p>“通胀率处于1980年代以来的最高水平，对企业主管理业务的能力产生了压倒性影响，” NFIB首席经济学家Bill Dunkelberg在一份声明中表示。</p><p>57%的企业称招聘职位的合格申请人很少甚至没有，低于9月份时创纪录的62%，但远高于1993年以来41.7%的平均值。</p><p>6、世卫组织警告：奥密克戎可能在几周内感染超过一半的欧洲人</p><p>世界卫生组织欧洲区域主任汉斯·克鲁格（Hans Kluge）说，按照目前的传播速度，欧洲一半以上的人口可能在几周内感染奥密克戎。</p><p>Kluge在周二的一次简报会上评论了健康计量评估研究中心的预测数据，“这种快速传播的病毒变种就像从西到东的潮水席卷整个地区，大多数欧洲人可能在未来六到八周内感染这种疾病。”</p><p>7、巴西2021年通胀率创6年新高</p><p>巴西地理统计局11日发布的数据显示，2021年巴西通胀率为10.06%，创2015年以来新高。</p><p>数据显示，2021年巴西通胀水平远高于2020年的4.52%。燃料、能源和食品价格上涨是巴西通胀高企的主因。</p><p>8、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>美国国债客户净空头比例达到2017年12月以来最高</p><p>摩根大通美国国债客户空头比例提高5个百分点，达到2021年6月以来最高，净空头比例达到2017年12月以来最高。活跃客户空头比例提高16个百分点。</p><p>公司新闻</p><p>1、2021年<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>上海超级工厂交付超48万辆 占全球“半壁江山”</p><p>2021年，特斯拉上海超级工厂共交付车辆48.413万辆，同比增长235%，其中有超过16万辆的海外市场交付，满足欧洲、亚洲等10多个国家的需求。值得一提的是，特斯拉2021年全球交付量为93.6万辆，上海超级工厂占比高达51.7%，占据特斯拉全球交付量的“半壁江山”。</p><p>特斯拉方面表示，得益于高度智能化、数字化和高达86%的零部件本地化率，上海超级工厂产能在2021年实现进一步提升，2021年第三季度，上海超级工厂Model3、Model Y季度产量也首次超过加州弗里蒙特工厂。</p><p>2、<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>疫苗合作商BioNTech：今年新冠疫苗的收入可能会减少</p><p>BioNTech表示，今年它与辉瑞公司共同合作开发的新冠疫苗的收入可能低于去年，预计销售额在130亿欧元至170亿欧元（约合147亿美元至193亿美元），去年的销售总额将达到160亿欧元至170亿欧元。BioNTech承诺将收益用于开发癌症药物和新疫苗。</p><p>辉瑞公司在去年12月预测今年的疫苗销售额为310亿美元，这是基于截至11月中旬签署的19亿剂合同。由于高度传染性的奥密克戎变体引起的新一轮感染浪潮，欧洲和美国督促民众施打加强针，尽管目前仍不清楚有多少国家将在今年晚些时候进行新一轮的疫苗注射。</p><p>3、Facebook要求驳回FTC诉讼 法院不同意</p><p>Facebook要求撤销FTC针对公司的一宗反垄断诉讼案，但法官驳回Facebook的请求，法官认为FTC的起诉是合理的。</p><p>FTC认为法院应该要求Facebook出售Instagram和WhatsApp，Facebook则要求华盛顿DC联邦法院法官博斯博格（James Boasberg）驳回诉讼。</p><p>博斯博格认为：“FTC最终能否给出证明，在简易判决和审判中能否获胜，这是大家都在猜测的。法院不会参与这样的猜测，我们只是认为在目前的罢免动议阶段，FTC的指控被认为是真实的，它的要求很合理。”</p><p>4、猪心移植人体手术全球皆惊 一家低调的瑞典医疗技术公司浮出水面</p><p>周二，一家鲜为人知的瑞典医疗技术公司的股价跳涨了15%，有消息称，这家名为Xvivo Perfusion AB（下文简称“Xvivo”）的公司参与了这例猪心移植手术。</p><p>Xvivo的首席执行官Dag Andersson在电话中告诉彭博社，这一突破性的“异体移植”手术确实依赖了Xvivo的技术，“我从未想过它会这么快发生，涉及的技术已经超出了所有人的预期。”</p><p>5、<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>同意收购挪威生物燃料生产商Biojet 49.9%股份</p><p>埃克森美孚表示，Biojet计划将林业和木质建筑废料转化为低排放生物燃料和生物燃料组件，并计划在2025年在挪威Follum建造一座工厂，以开始商业化生产。</p><p>另外，Biojet计划开发多达五个生产设施，而根据这五个设施的潜在产能，埃克森美孚每年可以购买高达300万桶的生物燃料产品。</p><p>6、<a href=\"https://laohu8.com/S/BA\">波音</a>2021年飞机交付量大增 但仍落后于对手空客</p><p>波音周二表示，该公司2021年向航空企业和其他买家交付了340架客机，高于2020年的157架。飞机交付主要由737 Max机型主导，在2018年和2019年发生致命坠机事故后，全球监管机构已将该机型停飞近两年。</p><p>数据公布后，波音股价上涨，截至发稿涨幅逾3%。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>昨夜今晨：鲍威尔证词不够鹰派？全球涨声一片</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昨夜今晨：鲍威尔证词不够鹰派？全球涨声一片\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\">2022-01-12 07:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>摘要：①美股三大股指集体收涨，纳指大涨1.41%；②热门中概股周二收盘普遍上涨，<a href=\"https://laohu8.com/S/QTT\">趣头条</a>涨超15%；③周二美油收高3.8%，创两月来最高收盘价；④美联储高官再发鹰声：又一今年票委支持3月加息。</blockquote><p>海外市场</p><p>1、美股反弹齐收涨！科技股再挺纳指大涨1.41%</p><p>美国三大股指最近六个交易日首次集体收涨。标普500收涨0.92%，终结五日连跌，摆脱截至周一连续三日所创的去年12月21日以来低谷。道指收涨0.51%，报36252.02点，截至周一连跌四日并三日连创去年12月23日以来新低。纳指收涨1.41%，创1月4日上周二以来收盘新高，连涨两日。</p><p>美股大型科技股全线上涨，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>收涨2.4%领涨，Meta涨近2%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨近1.7%，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet涨近0.8%。</p><p>2、热门中概股周二收盘普遍上涨 趣头条涨超15%</p><p>热门中概股周二收盘普遍上涨，趣头条涨超15%，<a href=\"https://laohu8.com/S/JD\">京东</a>涨超10%，新能源汽车股大涨。</p><p>其他中概股方面，京东、<a href=\"https://laohu8.com/S/ZME\">掌门教育</a>涨超10%，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>涨超8%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨超7%，图森未来涨近7%，<a href=\"https://laohu8.com/S/WB\">微博</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>、涨超3%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨近3%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>、乐居涨超2%。</p><p>新能源汽车股中，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超8%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超7%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨近4%。</p><p>3、欧股全线收涨 德国DAX30指数涨1.11%</p><p>德国DAX30指数涨1.11%，法国CAC40指数涨0.95%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.62%，西班牙IBEX35指数涨0.58%，意大利富时MIB指数涨0.63%，欧洲斯托克50指数涨0.98%。</p><p>4、周二美油收高3.8% 创两月来最高收盘价</p><p>OANDA高级市场分析师Edward Moya表示，全球原油需求前景“看起来仍然乐观，因为大多数主要经济体已越来越接近奥密克戎变异毒株栅栏的另一边了。”</p><p>他表示，如果库存继续下降，美国原油气候价格将“冲向去年的高点”。</p><p>纽约商品交易所2月交割的西德州中质原油（WTI）期货价格上涨2.99美元，涨幅为3.8%，收于每桶81.22美元，创11月11日以来的最高收盘价。</p><p>5、黄金期货周二收高1.1% 创近一周新高</p><p>鲍威尔在连任听证会上表示，央行的加息计划不应该对经济造成影响或损害就业市场。鲍威尔本质上是在描绘经济“软着陆”的愿景，而不是衰退。</p><p>Gold Newsletter编辑Brien Lundin表示：“尽管所有市场都对美联储转向更加鹰派的言论感到震惊，但我认为鲍威尔的证词让人们确信美联储不会采取过于激进的行动，并将保持经济健康作为首要任务。”</p><p>纽约商品交易所2月交割的黄金期货价格上涨19.70美元，涨幅为1.1%，收于每盎司1818.50美元。按照最活跃的合约计算，周二黄金期货创下1月5日以来的最高结算价。至此黄金期货录得连续第三个交易日上涨。</p><p>6、中国之外的新兴市场出现投资流“急刹车”</p><p>根据国际金融协会的数据，外国投资者去年12月从中国之外的发展中国家债券撤资96亿美元，为2020年3月第一轮疫情重创市场以来最大规模资金流出。</p><p>“我们看到非中国新兴市场出现事实上的急刹车，”经济学家Jonathan Fortun在周二的报告中写道。“最新的omicron变异株、美联储加速减码以及美元走强都给业已紧张的新兴市场资金流前景带来了额外的风险。”</p><p>Fortun表示，中国与其他新兴市场之间的境况迥异，因投资者押注世界第二大经济体的反弹速度将快于其他地区。</p><p>国际宏观</p><p>1、鲍威尔：如果需要更进一步加息来降温通胀 美联储会这样做</p><p>鲍威尔表示，高通胀是阻碍充分就业的严重威胁，通胀压力可能持续到明年年中。如果通胀持续时间更长，这意味着更根深蒂固的风险，美联储的政策将作出回应。</p><p>此前，鲍威尔在为周二提名确认听证会准备的讲稿中表示，美联储坚定地致力于实现就业最大化和价格稳定的目标，将使用工具来支持经济和强劲的劳动力市场，并防止更高的通胀变得根深蒂固。</p><p>2、美联储高官再发鹰声：又一今年票委支持3月加息</p><p>美东时间1月11日周二，共有三名拥有今年美联储货币政策会FOMC会议投票权的联储高官讲话。率先发声的克利夫兰联储主席梅斯特（Loretta Mester）表示，为应对供应紧张的劳动力市场以及持续高企的和更为普遍的高通胀，今年美联储可能需要至少将加息三次，并且开始缩表。她说：</p><p>梅斯特说，最终的货币政策决策将取决于经济形势，以及新冠疫情如何变化，但指出，为了解决“远超”联储目标水平的通胀，美联储官员可能现在需要重新校准政策。鉴于通胀“远高于我们所需的水平”，劳动力市场吃紧，“美联储确实很可能撤除部分宽松。”</p><p>3、世界银行下调2022年全球增长预测 疫情和财政支持减弱都是原因</p><p>总部位于华盛顿的世界银行周二在半年度的《全球经济展望》报告中表示，今年全球GDP可能会增长4.1%，低于6月份时预测的4.3%。</p><p>“经济严重放缓正在发生，”该机构Prospects Group的首席经济学家Ayhan Kose在接受采访时表示。全球经济“基本上处在两条不同的航在线：先进经济体在高飞；新兴市场和发展中经济体有些低迷和落后。”</p><p>世界银行行长David Malpass所称的“异常不确定性”为全球前景蒙上阴影。该银行表示，下行风险包括Covid-19疫情的再次爆发、通胀预期失控的可能性，以及在债务水平创新高的情况下出现的财务压力。该机构表示，在支持政策空间有限的新兴市场，这些风险增加了经济硬着陆的可能性。</p><p>4、立法禁止国会议员炒股？股神佩洛西危矣！</p><p>美国众议院少数党领袖凯文·麦卡锡（Kevin McCarthy）表示，如果共和党在11月份的中期选举中赢得众议院多数席位，而他本人若成为众议院议长，将考虑禁止国会议员持有或交易股票。</p><p>目前来看，新冠疫情应对不力、高通胀率、供应链危机等等问题，导致拜登的不支持率不断刷新高点，市场普遍认为，中期选举中，民主党人将失去对国会的控制权。</p><p>5、美国小企业乐观情绪上升 但通胀和缺乏合格劳动力成为最大挑战</p><p>“通胀率处于1980年代以来的最高水平，对企业主管理业务的能力产生了压倒性影响，” NFIB首席经济学家Bill Dunkelberg在一份声明中表示。</p><p>57%的企业称招聘职位的合格申请人很少甚至没有，低于9月份时创纪录的62%，但远高于1993年以来41.7%的平均值。</p><p>6、世卫组织警告：奥密克戎可能在几周内感染超过一半的欧洲人</p><p>世界卫生组织欧洲区域主任汉斯·克鲁格（Hans Kluge）说，按照目前的传播速度，欧洲一半以上的人口可能在几周内感染奥密克戎。</p><p>Kluge在周二的一次简报会上评论了健康计量评估研究中心的预测数据，“这种快速传播的病毒变种就像从西到东的潮水席卷整个地区，大多数欧洲人可能在未来六到八周内感染这种疾病。”</p><p>7、巴西2021年通胀率创6年新高</p><p>巴西地理统计局11日发布的数据显示，2021年巴西通胀率为10.06%，创2015年以来新高。</p><p>数据显示，2021年巴西通胀水平远高于2020年的4.52%。燃料、能源和食品价格上涨是巴西通胀高企的主因。</p><p>8、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>美国国债客户净空头比例达到2017年12月以来最高</p><p>摩根大通美国国债客户空头比例提高5个百分点，达到2021年6月以来最高，净空头比例达到2017年12月以来最高。活跃客户空头比例提高16个百分点。</p><p>公司新闻</p><p>1、2021年<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>上海超级工厂交付超48万辆 占全球“半壁江山”</p><p>2021年，特斯拉上海超级工厂共交付车辆48.413万辆，同比增长235%，其中有超过16万辆的海外市场交付，满足欧洲、亚洲等10多个国家的需求。值得一提的是，特斯拉2021年全球交付量为93.6万辆，上海超级工厂占比高达51.7%，占据特斯拉全球交付量的“半壁江山”。</p><p>特斯拉方面表示，得益于高度智能化、数字化和高达86%的零部件本地化率，上海超级工厂产能在2021年实现进一步提升，2021年第三季度，上海超级工厂Model3、Model Y季度产量也首次超过加州弗里蒙特工厂。</p><p>2、<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>疫苗合作商BioNTech：今年新冠疫苗的收入可能会减少</p><p>BioNTech表示，今年它与辉瑞公司共同合作开发的新冠疫苗的收入可能低于去年，预计销售额在130亿欧元至170亿欧元（约合147亿美元至193亿美元），去年的销售总额将达到160亿欧元至170亿欧元。BioNTech承诺将收益用于开发癌症药物和新疫苗。</p><p>辉瑞公司在去年12月预测今年的疫苗销售额为310亿美元，这是基于截至11月中旬签署的19亿剂合同。由于高度传染性的奥密克戎变体引起的新一轮感染浪潮，欧洲和美国督促民众施打加强针，尽管目前仍不清楚有多少国家将在今年晚些时候进行新一轮的疫苗注射。</p><p>3、Facebook要求驳回FTC诉讼 法院不同意</p><p>Facebook要求撤销FTC针对公司的一宗反垄断诉讼案，但法官驳回Facebook的请求，法官认为FTC的起诉是合理的。</p><p>FTC认为法院应该要求Facebook出售Instagram和WhatsApp，Facebook则要求华盛顿DC联邦法院法官博斯博格（James Boasberg）驳回诉讼。</p><p>博斯博格认为：“FTC最终能否给出证明，在简易判决和审判中能否获胜，这是大家都在猜测的。法院不会参与这样的猜测，我们只是认为在目前的罢免动议阶段，FTC的指控被认为是真实的，它的要求很合理。”</p><p>4、猪心移植人体手术全球皆惊 一家低调的瑞典医疗技术公司浮出水面</p><p>周二，一家鲜为人知的瑞典医疗技术公司的股价跳涨了15%，有消息称，这家名为Xvivo Perfusion AB（下文简称“Xvivo”）的公司参与了这例猪心移植手术。</p><p>Xvivo的首席执行官Dag Andersson在电话中告诉彭博社，这一突破性的“异体移植”手术确实依赖了Xvivo的技术，“我从未想过它会这么快发生，涉及的技术已经超出了所有人的预期。”</p><p>5、<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>同意收购挪威生物燃料生产商Biojet 49.9%股份</p><p>埃克森美孚表示，Biojet计划将林业和木质建筑废料转化为低排放生物燃料和生物燃料组件，并计划在2025年在挪威Follum建造一座工厂，以开始商业化生产。</p><p>另外，Biojet计划开发多达五个生产设施，而根据这五个设施的潜在产能，埃克森美孚每年可以购买高达300万桶的生物燃料产品。</p><p>6、<a href=\"https://laohu8.com/S/BA\">波音</a>2021年飞机交付量大增 但仍落后于对手空客</p><p>波音周二表示，该公司2021年向航空企业和其他买家交付了340架客机，高于2020年的157架。飞机交付主要由737 Max机型主导，在2018年和2019年发生致命坠机事故后，全球监管机构已将该机型停飞近两年。</p><p>数据公布后，波音股价上涨，截至发稿涨幅逾3%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"513500":"标普500ETF","SSO":"两倍做多标普500ETF","BK4504":"桥水持仓","SPY":"标普500ETF","QLD":"纳指两倍做多ETF","OEF":"标普100指数ETF-iShares","BK4534":"瑞士信贷持仓","IVV":"标普500指数ETF","SDOW":"道指三倍做空ETF-ProShares","PSQ":"纳指反向ETF","DDM":"道指两倍做多ETF","SDS":"两倍做空标普500ETF","BK4559":"巴菲特持仓",".DJI":"道琼斯","BK4550":"红杉资本持仓",".IXIC":"NASDAQ Composite","DOG":"道指反向ETF","SH":"标普500反向ETF","QID":"纳指两倍做空ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116788499","content_text":"摘要：①美股三大股指集体收涨，纳指大涨1.41%；②热门中概股周二收盘普遍上涨，趣头条涨超15%；③周二美油收高3.8%，创两月来最高收盘价；④美联储高官再发鹰声：又一今年票委支持3月加息。海外市场1、美股反弹齐收涨！科技股再挺纳指大涨1.41%美国三大股指最近六个交易日首次集体收涨。标普500收涨0.92%，终结五日连跌，摆脱截至周一连续三日所创的去年12月21日以来低谷。道指收涨0.51%，报36252.02点，截至周一连跌四日并三日连创去年12月23日以来新低。纳指收涨1.41%，创1月4日上周二以来收盘新高，连涨两日。美股大型科技股全线上涨，亚马逊收涨2.4%领涨，Meta涨近2%，苹果涨近1.7%，谷歌母公司Alphabet涨近0.8%。2、热门中概股周二收盘普遍上涨 趣头条涨超15%热门中概股周二收盘普遍上涨，趣头条涨超15%，京东涨超10%，新能源汽车股大涨。其他中概股方面，京东、掌门教育涨超10%，贝壳涨超8%，新东方涨超7%，图森未来涨近7%，微博、阿里巴巴、网易、涨超3%，百度涨近3%，哔哩哔哩、汽车之家、好未来、乐居涨超2%。新能源汽车股中，理想汽车涨超8%，小鹏汽车涨超7%，蔚来汽车涨近4%。3、欧股全线收涨 德国DAX30指数涨1.11%德国DAX30指数涨1.11%，法国CAC40指数涨0.95%，英国富时100指数涨0.62%，西班牙IBEX35指数涨0.58%，意大利富时MIB指数涨0.63%，欧洲斯托克50指数涨0.98%。4、周二美油收高3.8% 创两月来最高收盘价OANDA高级市场分析师Edward Moya表示，全球原油需求前景“看起来仍然乐观，因为大多数主要经济体已越来越接近奥密克戎变异毒株栅栏的另一边了。”他表示，如果库存继续下降，美国原油气候价格将“冲向去年的高点”。纽约商品交易所2月交割的西德州中质原油（WTI）期货价格上涨2.99美元，涨幅为3.8%，收于每桶81.22美元，创11月11日以来的最高收盘价。5、黄金期货周二收高1.1% 创近一周新高鲍威尔在连任听证会上表示，央行的加息计划不应该对经济造成影响或损害就业市场。鲍威尔本质上是在描绘经济“软着陆”的愿景，而不是衰退。Gold Newsletter编辑Brien Lundin表示：“尽管所有市场都对美联储转向更加鹰派的言论感到震惊，但我认为鲍威尔的证词让人们确信美联储不会采取过于激进的行动，并将保持经济健康作为首要任务。”纽约商品交易所2月交割的黄金期货价格上涨19.70美元，涨幅为1.1%，收于每盎司1818.50美元。按照最活跃的合约计算，周二黄金期货创下1月5日以来的最高结算价。至此黄金期货录得连续第三个交易日上涨。6、中国之外的新兴市场出现投资流“急刹车”根据国际金融协会的数据，外国投资者去年12月从中国之外的发展中国家债券撤资96亿美元，为2020年3月第一轮疫情重创市场以来最大规模资金流出。“我们看到非中国新兴市场出现事实上的急刹车，”经济学家Jonathan Fortun在周二的报告中写道。“最新的omicron变异株、美联储加速减码以及美元走强都给业已紧张的新兴市场资金流前景带来了额外的风险。”Fortun表示，中国与其他新兴市场之间的境况迥异，因投资者押注世界第二大经济体的反弹速度将快于其他地区。国际宏观1、鲍威尔：如果需要更进一步加息来降温通胀 美联储会这样做鲍威尔表示，高通胀是阻碍充分就业的严重威胁，通胀压力可能持续到明年年中。如果通胀持续时间更长，这意味着更根深蒂固的风险，美联储的政策将作出回应。此前，鲍威尔在为周二提名确认听证会准备的讲稿中表示，美联储坚定地致力于实现就业最大化和价格稳定的目标，将使用工具来支持经济和强劲的劳动力市场，并防止更高的通胀变得根深蒂固。2、美联储高官再发鹰声：又一今年票委支持3月加息美东时间1月11日周二，共有三名拥有今年美联储货币政策会FOMC会议投票权的联储高官讲话。率先发声的克利夫兰联储主席梅斯特（Loretta Mester）表示，为应对供应紧张的劳动力市场以及持续高企的和更为普遍的高通胀，今年美联储可能需要至少将加息三次，并且开始缩表。她说：梅斯特说，最终的货币政策决策将取决于经济形势，以及新冠疫情如何变化，但指出，为了解决“远超”联储目标水平的通胀，美联储官员可能现在需要重新校准政策。鉴于通胀“远高于我们所需的水平”，劳动力市场吃紧，“美联储确实很可能撤除部分宽松。”3、世界银行下调2022年全球增长预测 疫情和财政支持减弱都是原因总部位于华盛顿的世界银行周二在半年度的《全球经济展望》报告中表示，今年全球GDP可能会增长4.1%，低于6月份时预测的4.3%。“经济严重放缓正在发生，”该机构Prospects Group的首席经济学家Ayhan Kose在接受采访时表示。全球经济“基本上处在两条不同的航在线：先进经济体在高飞；新兴市场和发展中经济体有些低迷和落后。”世界银行行长David Malpass所称的“异常不确定性”为全球前景蒙上阴影。该银行表示，下行风险包括Covid-19疫情的再次爆发、通胀预期失控的可能性，以及在债务水平创新高的情况下出现的财务压力。该机构表示，在支持政策空间有限的新兴市场，这些风险增加了经济硬着陆的可能性。4、立法禁止国会议员炒股？股神佩洛西危矣！美国众议院少数党领袖凯文·麦卡锡（Kevin McCarthy）表示，如果共和党在11月份的中期选举中赢得众议院多数席位，而他本人若成为众议院议长，将考虑禁止国会议员持有或交易股票。目前来看，新冠疫情应对不力、高通胀率、供应链危机等等问题，导致拜登的不支持率不断刷新高点，市场普遍认为，中期选举中，民主党人将失去对国会的控制权。5、美国小企业乐观情绪上升 但通胀和缺乏合格劳动力成为最大挑战“通胀率处于1980年代以来的最高水平，对企业主管理业务的能力产生了压倒性影响，” NFIB首席经济学家Bill Dunkelberg在一份声明中表示。57%的企业称招聘职位的合格申请人很少甚至没有，低于9月份时创纪录的62%，但远高于1993年以来41.7%的平均值。6、世卫组织警告：奥密克戎可能在几周内感染超过一半的欧洲人世界卫生组织欧洲区域主任汉斯·克鲁格（Hans Kluge）说，按照目前的传播速度，欧洲一半以上的人口可能在几周内感染奥密克戎。Kluge在周二的一次简报会上评论了健康计量评估研究中心的预测数据，“这种快速传播的病毒变种就像从西到东的潮水席卷整个地区，大多数欧洲人可能在未来六到八周内感染这种疾病。”7、巴西2021年通胀率创6年新高巴西地理统计局11日发布的数据显示，2021年巴西通胀率为10.06%，创2015年以来新高。数据显示，2021年巴西通胀水平远高于2020年的4.52%。燃料、能源和食品价格上涨是巴西通胀高企的主因。8、摩根大通美国国债客户净空头比例达到2017年12月以来最高摩根大通美国国债客户空头比例提高5个百分点，达到2021年6月以来最高，净空头比例达到2017年12月以来最高。活跃客户空头比例提高16个百分点。公司新闻1、2021年特斯拉上海超级工厂交付超48万辆 占全球“半壁江山”2021年，特斯拉上海超级工厂共交付车辆48.413万辆，同比增长235%，其中有超过16万辆的海外市场交付，满足欧洲、亚洲等10多个国家的需求。值得一提的是，特斯拉2021年全球交付量为93.6万辆，上海超级工厂占比高达51.7%，占据特斯拉全球交付量的“半壁江山”。特斯拉方面表示，得益于高度智能化、数字化和高达86%的零部件本地化率，上海超级工厂产能在2021年实现进一步提升，2021年第三季度，上海超级工厂Model3、Model Y季度产量也首次超过加州弗里蒙特工厂。2、辉瑞疫苗合作商BioNTech：今年新冠疫苗的收入可能会减少BioNTech表示，今年它与辉瑞公司共同合作开发的新冠疫苗的收入可能低于去年，预计销售额在130亿欧元至170亿欧元（约合147亿美元至193亿美元），去年的销售总额将达到160亿欧元至170亿欧元。BioNTech承诺将收益用于开发癌症药物和新疫苗。辉瑞公司在去年12月预测今年的疫苗销售额为310亿美元，这是基于截至11月中旬签署的19亿剂合同。由于高度传染性的奥密克戎变体引起的新一轮感染浪潮，欧洲和美国督促民众施打加强针，尽管目前仍不清楚有多少国家将在今年晚些时候进行新一轮的疫苗注射。3、Facebook要求驳回FTC诉讼 法院不同意Facebook要求撤销FTC针对公司的一宗反垄断诉讼案，但法官驳回Facebook的请求，法官认为FTC的起诉是合理的。FTC认为法院应该要求Facebook出售Instagram和WhatsApp，Facebook则要求华盛顿DC联邦法院法官博斯博格（James Boasberg）驳回诉讼。博斯博格认为：“FTC最终能否给出证明，在简易判决和审判中能否获胜，这是大家都在猜测的。法院不会参与这样的猜测，我们只是认为在目前的罢免动议阶段，FTC的指控被认为是真实的，它的要求很合理。”4、猪心移植人体手术全球皆惊 一家低调的瑞典医疗技术公司浮出水面周二，一家鲜为人知的瑞典医疗技术公司的股价跳涨了15%，有消息称，这家名为Xvivo Perfusion AB（下文简称“Xvivo”）的公司参与了这例猪心移植手术。Xvivo的首席执行官Dag Andersson在电话中告诉彭博社，这一突破性的“异体移植”手术确实依赖了Xvivo的技术，“我从未想过它会这么快发生，涉及的技术已经超出了所有人的预期。”5、埃克森美孚同意收购挪威生物燃料生产商Biojet 49.9%股份埃克森美孚表示，Biojet计划将林业和木质建筑废料转化为低排放生物燃料和生物燃料组件，并计划在2025年在挪威Follum建造一座工厂，以开始商业化生产。另外，Biojet计划开发多达五个生产设施，而根据这五个设施的潜在产能，埃克森美孚每年可以购买高达300万桶的生物燃料产品。6、波音2021年飞机交付量大增 但仍落后于对手空客波音周二表示，该公司2021年向航空企业和其他买家交付了340架客机，高于2020年的157架。飞机交付主要由737 Max机型主导，在2018年和2019年发生致命坠机事故后，全球监管机构已将该机型停飞近两年。数据公布后，波音股价上涨，截至发稿涨幅逾3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":804,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698492549,"gmtCreate":1640485878631,"gmtModify":1640485878754,"author":{"id":"4093927783009440","authorId":"4093927783009440","name":"2bfreedomso","avatar":"https://static.tigerbbs.com/65b83e96c90f0969ad5f1f1d77d50a1c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093927783009440","idStr":"4093927783009440"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698492549","repostId":"2193178191","repostType":2,"repost":{"id":"2193178191","pubTimestamp":1640398963,"share":"https://www.laohu8.com/m/news/2193178191?lang=&edition=full","pubTime":"2021-12-25 10:22","market":"us","language":"en","title":"Better Cloud Stock: Microsoft vs. Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=2193178191","media":"Motley Fool","summary":"Which tech giant is the better all-around investment?","content":"<p><b>Microsoft</b> (NASDAQ:MSFT) and <b>Amazon</b> (NASDAQ:AMZN) own the two largest cloud infrastructure platforms in the world.</p>\n<p>Amazon Web Services (AWS) controlled 32% of that market in the third quarter of 2021, according to Canalys. Microsoft's Azure ranked second with a 21% share, while all the other players held single-digit shares.</p>\n<p>That dominance makes Amazon and Microsoft two of the top plays on the global cloud computing market, which Grand View Research estimates will expand at a compound annual growth rate (CAGR) of 19.1% from 2021 and 2028. But which tech giant is the better cloud play, as well as the stronger all-around investment?</p>\n<h2>The differences between Microsoft and Amazon</h2>\n<p>Microsoft and Amazon started out in very different places. Microsoft had traditionally generated most of its revenue from on-premise software before Satya Nadella, who took over as the company's third CEO in 2014, adopted a \"mobile first, cloud first\" mantra and aggressively expanded Azure, Office 365, Dynamics, and its other cloud-based services.</p>\n<p>Under Nadella, Microsoft's annualized commercialized revenue rose from just 14% of its revenue in fiscal 2016 to 41% in fiscal 2021. Microsoft leveraged the strength of its on-premise software business to tether more businesses -- particularly retailers that competed against Amazon and didn't want to support AWS -- to its cloud services.</p>\n<p>Amazon, which still generates most of its revenue from its online marketplaces, launched AWS in 2002. However, it only started breaking out AWS' revenue and operating profits in 2015. That's when investors realized that AWS generated much higher-margin revenue than its retail business.</p>\n<p>Last year, AWS generated just 12% of Amazon's revenue but raked in 59% of its operating profits. AWS' higher-margin business enables Amazon to expand its retail segment and Prime ecosystem with lower-margin strategies, which arguably makes it the bedrock of its entire business.</p>\n<p>That's why Jeff Bezos, who vacated the CEO position earlier this year, handed the reins to Andy Jassy, the former chief of AWS.</p>\n<h2>Which tech giant is growing faster?</h2>\n<p>The pandemic generated headwinds for Microsoft while stirring up some tailwinds for Amazon. For Microsoft, the pandemic throttled the growth of its enterprise-facing software businesses as large companies shut down. However, it partly offset that slowdown with the expansion of its cloud, Surface, and Xbox gaming businesses as more people worked remotely and stayed at home.</p>\n<p>But for Amazon, the pandemic boosted its online sales while generating strong demand for its cloud-based services. Its expenses surged as it spent billions of dollars on COVID-19 safety measures, but its soaring revenue easily offset that temporary pressure on its operating margins.</p>\n<p>Microsoft should generate more stable growth in a post-pandemic market than Amazon because its growth wasn't pulled forward too much. However, Amazon will likely face much tougher year-over-year comparisons:</p>\n<table border=\"1\" width=\"612\">\n <colgroup></colgroup>\n <tbody>\n  <tr valign=\"TOP\">\n   <th width=\"199\"><p>Revenue Growth (YOY)</p></th>\n   <th width=\"115\"><p>Previous FY</p></th>\n   <th width=\"120\"><p>Current FY</p></th>\n   <th width=\"120\"><p>Next FY</p></th>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Amazon</b></p></td>\n   <td width=\"115\"><p>38%</p></td>\n   <td width=\"120\"><p>22%</p></td>\n   <td width=\"120\"><p>18%</p></td>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Microsoft</b></p></td>\n   <td width=\"115\"><p>18%</p></td>\n   <td width=\"120\"><p>17%</p></td>\n   <td width=\"120\"><p>14%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Source: Amazon, Microsoft, Yahoo Finance, Dec. 22. YOY = Year-over-year. FY = Fiscal year.</p>\n<p>In terms of profits, Microsoft should also experience a softer landing than Amazon:</p>\n<table border=\"1\" width=\"612\">\n <colgroup></colgroup>\n <tbody>\n  <tr valign=\"TOP\">\n   <th width=\"199\"><p>EPS Growth (YOY)</p></th>\n   <th width=\"115\"><p>Previous FY</p></th>\n   <th width=\"120\"><p>Current FY</p></th>\n   <th width=\"120\"><p>Next FY</p></th>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Amazon</b></p></td>\n   <td width=\"115\"><p>82%</p></td>\n   <td width=\"120\"><p>(2%)</p></td>\n   <td width=\"120\"><p>26%</p></td>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Microsoft</b></p></td>\n   <td width=\"115\"><p>38%</p></td>\n   <td width=\"120\"><p>14%</p></td>\n   <td width=\"120\"><p>14%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Source: Amazon, Microsoft, Yahoo Finance, Dec. 22.</p>\n<p>That's because Amazon is ramping up its investments again (especially in digital media) as its revenue growth decelerates. Meanwhile, Microsoft already deployed its biggest \"mobile first, cloud first\" investments in previous years -- and it won't experience a significant jump in expenses next year.</p>\n<h2>What do the valuations say?</h2>\n<p>Neither stock can be considered cheap relative to its near-term growth. Amazon trades at 54 times forward earnings, while Microsoft has a lower forward price-to-earnings ratio of 37.</p>\n<p>However, the bulls will argue that both companies deserve to trade at premium valuations because they're well-insulated from inflation. Amazon's e-commerce business could attract bargain hunters as retail prices rise, and both companies' cloud platforms should easily retain their pricing power as the cloud market expands.</p>\n<h2>The winner: Microsoft</h2>\n<p>Microsoft is arguably a better cloud stock than Amazon, for three simple reasons: Azure is growing significantly faster than AWS, it's an attractive option for Amazon's rivals, and its cloud services are tightly tethered to Windows, Office, Dynamics, and its other software platforms.</p>\n<p>Microsoft is also a better all-around investment because it's better diversified, it faces easier post-pandemic comparisons, and its stock is cheaper. Both stocks are still solid long-term investments, but I feel much more confident in Microsoft's near- to mid-term growth potential.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Cloud Stock: Microsoft vs. Amazon</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\">\nBetter Cloud Stock: Microsoft vs. Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-25 10:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/24/better-cloud-stock-microsoft-vs-amazon/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) own the two largest cloud infrastructure platforms in the world.\nAmazon Web Services (AWS) controlled 32% of that market in the third quarter of 2021, ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/24/better-cloud-stock-microsoft-vs-amazon/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4525":"远程办公概念","BK4566":"资本集团","AMZN":"亚马逊","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4567":"ESG概念","BK4538":"云计算","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4097":"系统软件","BK4561":"索罗斯持仓","BK4504":"桥水持仓","MSFT":"微软","BK4548":"巴美列捷福持仓","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://www.fool.com/investing/2021/12/24/better-cloud-stock-microsoft-vs-amazon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193178191","content_text":"Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) own the two largest cloud infrastructure platforms in the world.\nAmazon Web Services (AWS) controlled 32% of that market in the third quarter of 2021, according to Canalys. Microsoft's Azure ranked second with a 21% share, while all the other players held single-digit shares.\nThat dominance makes Amazon and Microsoft two of the top plays on the global cloud computing market, which Grand View Research estimates will expand at a compound annual growth rate (CAGR) of 19.1% from 2021 and 2028. But which tech giant is the better cloud play, as well as the stronger all-around investment?\nThe differences between Microsoft and Amazon\nMicrosoft and Amazon started out in very different places. Microsoft had traditionally generated most of its revenue from on-premise software before Satya Nadella, who took over as the company's third CEO in 2014, adopted a \"mobile first, cloud first\" mantra and aggressively expanded Azure, Office 365, Dynamics, and its other cloud-based services.\nUnder Nadella, Microsoft's annualized commercialized revenue rose from just 14% of its revenue in fiscal 2016 to 41% in fiscal 2021. Microsoft leveraged the strength of its on-premise software business to tether more businesses -- particularly retailers that competed against Amazon and didn't want to support AWS -- to its cloud services.\nAmazon, which still generates most of its revenue from its online marketplaces, launched AWS in 2002. However, it only started breaking out AWS' revenue and operating profits in 2015. That's when investors realized that AWS generated much higher-margin revenue than its retail business.\nLast year, AWS generated just 12% of Amazon's revenue but raked in 59% of its operating profits. AWS' higher-margin business enables Amazon to expand its retail segment and Prime ecosystem with lower-margin strategies, which arguably makes it the bedrock of its entire business.\nThat's why Jeff Bezos, who vacated the CEO position earlier this year, handed the reins to Andy Jassy, the former chief of AWS.\nWhich tech giant is growing faster?\nThe pandemic generated headwinds for Microsoft while stirring up some tailwinds for Amazon. For Microsoft, the pandemic throttled the growth of its enterprise-facing software businesses as large companies shut down. However, it partly offset that slowdown with the expansion of its cloud, Surface, and Xbox gaming businesses as more people worked remotely and stayed at home.\nBut for Amazon, the pandemic boosted its online sales while generating strong demand for its cloud-based services. Its expenses surged as it spent billions of dollars on COVID-19 safety measures, but its soaring revenue easily offset that temporary pressure on its operating margins.\nMicrosoft should generate more stable growth in a post-pandemic market than Amazon because its growth wasn't pulled forward too much. However, Amazon will likely face much tougher year-over-year comparisons:\n\n\n\n\nRevenue Growth (YOY)\nPrevious FY\nCurrent FY\nNext FY\n\n\nAmazon\n38%\n22%\n18%\n\n\nMicrosoft\n18%\n17%\n14%\n\n\n\nSource: Amazon, Microsoft, Yahoo Finance, Dec. 22. YOY = Year-over-year. FY = Fiscal year.\nIn terms of profits, Microsoft should also experience a softer landing than Amazon:\n\n\n\n\nEPS Growth (YOY)\nPrevious FY\nCurrent FY\nNext FY\n\n\nAmazon\n82%\n(2%)\n26%\n\n\nMicrosoft\n38%\n14%\n14%\n\n\n\nSource: Amazon, Microsoft, Yahoo Finance, Dec. 22.\nThat's because Amazon is ramping up its investments again (especially in digital media) as its revenue growth decelerates. Meanwhile, Microsoft already deployed its biggest \"mobile first, cloud first\" investments in previous years -- and it won't experience a significant jump in expenses next year.\nWhat do the valuations say?\nNeither stock can be considered cheap relative to its near-term growth. Amazon trades at 54 times forward earnings, while Microsoft has a lower forward price-to-earnings ratio of 37.\nHowever, the bulls will argue that both companies deserve to trade at premium valuations because they're well-insulated from inflation. Amazon's e-commerce business could attract bargain hunters as retail prices rise, and both companies' cloud platforms should easily retain their pricing power as the cloud market expands.\nThe winner: Microsoft\nMicrosoft is arguably a better cloud stock than Amazon, for three simple reasons: Azure is growing significantly faster than AWS, it's an attractive option for Amazon's rivals, and its cloud services are tightly tethered to Windows, Office, Dynamics, and its other software platforms.\nMicrosoft is also a better all-around investment because it's better diversified, it faces easier post-pandemic comparisons, and its stock is cheaper. Both stocks are still solid long-term investments, but I feel much more confident in Microsoft's near- to mid-term growth potential.","news_type":1},"isVote":1,"tweetType":1,"viewCount":949,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602047893,"gmtCreate":1638948591042,"gmtModify":1638948611098,"author":{"id":"4093927783009440","authorId":"4093927783009440","name":"2bfreedomso","avatar":"https://static.tigerbbs.com/65b83e96c90f0969ad5f1f1d77d50a1c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093927783009440","idStr":"4093927783009440"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$</a>BBuy more ???","listText":"<a href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$</a>BBuy more ???","text":"$Beyond Meat, Inc.(BYND)$BBuy more ???","images":[{"img":"https://static.tigerbbs.com/ce1d21c170c323c8e636bf587a610cce","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602047893","isVote":1,"tweetType":1,"viewCount":1214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":606614850,"gmtCreate":1638870555495,"gmtModify":1638870555495,"author":{"id":"4093927783009440","authorId":"4093927783009440","name":"2bfreedomso","avatar":"https://static.tigerbbs.com/65b83e96c90f0969ad5f1f1d77d50a1c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093927783009440","idStr":"4093927783009440"},"themes":[],"htmlText":"Thanks for sharing","listText":"Thanks for sharing","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606614850","repostId":"1176130221","repostType":2,"isVote":1,"tweetType":1,"viewCount":1463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876922390,"gmtCreate":1637250701328,"gmtModify":1637250701328,"author":{"id":"4093927783009440","authorId":"4093927783009440","name":"2bfreedomso","avatar":"https://static.tigerbbs.com/65b83e96c90f0969ad5f1f1d77d50a1c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093927783009440","idStr":"4093927783009440"},"themes":[],"htmlText":"Buy more ?","listText":"Buy more ?","text":"Buy more ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876922390","repostId":"2184895031","repostType":2,"isVote":1,"tweetType":1,"viewCount":920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842028382,"gmtCreate":1636121506060,"gmtModify":1636121507015,"author":{"id":"4093927783009440","authorId":"4093927783009440","name":"2bfreedomso","avatar":"https://static.tigerbbs.com/65b83e96c90f0969ad5f1f1d77d50a1c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093927783009440","idStr":"4093927783009440"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>buy lower","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>buy lower","text":"$Alibaba(BABA)$buy lower","images":[{"img":"https://static.tigerbbs.com/f53a7830cbe4f1945b62fd9f55962996","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842028382","isVote":1,"tweetType":1,"viewCount":927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":841820950,"gmtCreate":1635902070396,"gmtModify":1635902070396,"author":{"id":"4093927783009440","authorId":"4093927783009440","name":"2bfreedomso","avatar":"https://static.tigerbbs.com/65b83e96c90f0969ad5f1f1d77d50a1c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093927783009440","idStr":"4093927783009440"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841820950","repostId":"1122635081","repostType":2,"repost":{"id":"1122635081","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":1635897059,"share":"https://www.laohu8.com/m/news/1122635081?lang=&edition=full","pubTime":"2021-11-03 07:50","market":"us","language":"zh","title":"昨夜今晨：道指首次站上36000点，微软市值突破2.5万亿","url":"https://stock-news.laohu8.com/highlight/detail?id=1122635081","media":"老虎资讯综合","summary":"摘要：①美股三大指数小幅收涨，续创历史新高；②美国科技龙头涨跌互现，苹果涨0.71%、特斯拉跌3.03%；③美国租车平台安飞士财报超预期，收涨108%刷新收盘历史高位。\n\n海外市场\n1、高歌猛进！美股","content":"<blockquote>\n 摘要：①美股三大指数小幅收涨，续创历史新高；②美国科技龙头涨跌互现，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨0.71%、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌3.03%；③美国租车平台<a href=\"https://laohu8.com/S/CAR\">安飞士</a>财报超预期，收涨108%刷新收盘历史高位。\n</blockquote>\n<p><b>海外市场</b></p>\n<p>1、高歌猛进！美股齐创历史新高 警惕2013年“缩减恐慌”一幕重演</p>\n<p>周二，美股主要股指升至纪录高位，因强劲的财报季继续提振股市人气，同时投资者期待美联储关键会议的结果。</p>\n<p>截至收盘，道琼斯指数上涨0.39%，创下历史新高。标准普尔500指数上涨0.37%，收于4630.65点，也创下历史新高。以科技股主的纳斯达克综合指数上涨0.34%。三大主要股指连续第三个交易日以创纪录高点收盘。这三大股指盘中也均创下新高。</p>\n<p>2、美国科技龙头涨跌互现，热门中概股弱势整理</p>\n<p>美国科技龙头继续处于涨跌互现的状态。其中苹果涨0.71%、特斯拉跌3.03%、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌0.16%、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>涨1.45%、Meta跌0.58%、<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨1.14%、<a href=\"https://laohu8.com/S/QCOM\">高通</a>涨0.31%、<a href=\"https://laohu8.com/S/AMD\">AMD</a>涨1.92%、奈飞跌0.51%。中概股重回弱势整理，<a href=\"https://laohu8.com/S/00700\">腾讯</a>ADR、阿里、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a><a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>等明星股跌幅均超2%。</p>\n<p>3、贵金属价格爆跌矿商股价受损 美英两国央行会议在即 股市小幅震动</p>\n<p>欧洲股市周二从创纪录的高点回落，投资者关注本周即将召开的美联储和英国央行会议，以寻找关于缩减规模和利率决定的线索。泛欧斯托克600指数收盘上涨涨幅0.16%；德国DAX30指数收盘上涨0.88%；<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数收盘下跌0.16%。</p>\n<p>4、等待OPEC+会议结果 美油期货周二小幅收跌</p>\n<p>周二美国原油期货小幅收跌，布伦特原油期货基本持平。在提高原油产量的压力越来越大的背景下，市场等待石油输出国组织及其盟友（OPEC+）的周四会议结果。</p>\n<p>5、重要考验将至！美元美股走强、黄金黯然回落 美联储恐令人失望？金价或将向1800美元发起冲击</p>\n<p>周二，金价下跌，因在备受期待的美联储利率决议出炉前，美元和股市上涨。在通胀压力不断上升的情况下，美联储会议可能提供加息时间表。</p>\n<p>美市尾盘，现货黄金收报1787.53美元/盎司，下跌5.18美元或0.29%，盘中最高触及1796.30美元，最低触及1786.28美元。</p>\n<p><b>国际宏观</b></p>\n<p>1、美国股市高处不胜寒 华尔街警告为下跌做好准备</p>\n<p><a href=\"https://laohu8.com/S/BAC\">美国银行</a>分析师表示，股市和债券之间的走势 背离不会持续太久。美欧股市徘徊于记录高点附近，美银称流动性充裕的时代即将结束。迄今为止已有数家华尔街大行对美股飙升可能无法持久发出警告，美银是最新一个。到目前为止，股市基本未受债市暴跌影响。强劲的企业盈利和缺乏更好投资替代品左右了人们的风险偏好。</p>\n<p>2、鲍威尔连任几率略有下降 但仍被经济学家视为美联储主席最可能人选</p>\n<p>经济学家预期，杰罗姆·鲍威尔将有望获得提名连任美联储主席，但在一些高级美联储官员2020年的交易被披露后，他的连任几率略有下降。在拜登考虑提名美联储主席和其他联储高级岗位的人选之际，79%的受访经济学家预计拜登将提名鲍威尔连任，这个比例低于9月份调查时的89%。身为民主党人的美联储理事Lael Brainard被视为最可能的替代人选--13%的经济学家预测她将获得提名出任主席。鲍威尔的任期将于明年2月届满。</p>\n<p>3、经合组织：今年上半年中国是全球最大外国直接投资流入国</p>\n<p>当地时间11月2日，总部位于巴黎的经济发展与合作组织发布数据称，今年上半年全球外国直接投资(FDI)流量反弹至8700亿美元，较2020年下半年的规模超出了一倍多，同时比2019年疫情之前的水平高出43%。</p>\n<p>4、&nbsp;美国财政部再融资计划公布在即 华尔街对10-30年期国债分歧巨大</p>\n<p>华尔街预计美国政府周三的再融资计划中会下调美债发行规模，不过一级交易商们对部分期限债券分歧巨大。在给出11-1月份发债量预测的23家一级交易商中，20家预计2年、3年、5年期国债发行量每月减少20亿美元。19家预计7年期国债发行量每月减少30亿美元。除此之外，机构之间的分歧很大，如果任何一种期限债券最后的发行量降幅达于多数交易商预期，那么这只债券可能跑输大盘，反之亦然。</p>\n<p>5、特鲁多：加拿大将在2030年前停止出口动力煤</p>\n<p>加拿大总理贾斯汀·特鲁多周二宣布，加拿大最迟将在2030年停止出口动力煤。实现这一承诺并非易事，加拿大目前开采的绝大多数动力煤都为其国内市场所消化，不过在过去几年里，该国动力煤的出口一直在增长，而且随着亚洲部分新电厂的投入使用，出口可能会进一步增长。</p>\n<p><b>公司新闻</b></p>\n<p><a href=\"https://laohu8.com/NW/2180735567\" target=\"_blank\">1、马斯克说没有签约？赫兹称已陆续收到订单中的特斯拉汽车</a></p>\n<p>当地时间周一晚间，特斯拉CEO埃隆·马斯克表示，特斯拉尚未与汽车租赁公司赫兹签订合同。受此消息影响，特斯拉股价收跌逾3%。此前，赫兹宣布与特斯拉达成了一项大规模协议，到2022年底将首次订购10万辆特斯拉，该公司临时首席执行官Mark Fields称，订单以Model 3为主。Fields指出，赫兹好几个月前就开始与特斯拉商讨购买汽车的事宜。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2180731458\" target=\"_blank\">Facebook宣布将不再使用人脸识别技术</a></p>\n<p>在用户和监管机构日益关注的情况下，Facebook周二宣布将不再使用人脸识别技术。现名为Meta的社交媒体巨头表示，公司将删除超过10亿人的个人面部识别模板。</p>\n<p>3、<a href=\"https://laohu8.com/NW/2180736862\" target=\"_blank\">备战元宇宙？耐克为网络虚拟产品注册商标</a></p>\n<p>也许过不了多久，耐克就能依靠出售“不能实际穿的运动鞋”从数字世界中取得不菲的营收。根据媒体挖掘，耐克公司已经于十月底向美国专利及商标局提交了7项标志性商标的申请，包含“NIKE”、“Just Do It”等。引发关注的原因是公司在商标用途描述中明确表示，该商标用于可下载虚拟物品，包括具有电脑编程特性的运动鞋、衣服、头饰、运动背包等产品，供用户在网上或虚拟网络世界使用。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2180273683\" target=\"_blank\">又一家租车公司成为网红股 安飞士借光电动汽车暴涨数倍</a></p>\n<p>在散户投资者热炒之下，安飞士股价一度飙升218%。之前，这家租车公司的首席执行官表示将在美国电动汽车普及方面发挥重要作用。</p>\n<p>该股早盘后段飙升两倍多，股价达到创纪录的545.11美元，今年累计涨幅达到惊人的1300%。巨大的涨幅导致该股盘中至少11次熔断，换手量超过2500万股，是过去一个月日均成交量的20多倍。早晨的暴涨使得该公司市值激增超过180亿美元，突破300亿美元大关，并一度成为罗素2000指数最大的成份股，超过另一只网红股AMC。</p>\n<p>5、<a href=\"https://laohu8.com/NW/2180332957\" target=\"_blank\">微软CEO纳德拉：Xbox游戏平台将来也要加入“元宇宙”</a></p>\n<p>据报道，微软CEO萨提亚·纳德拉今日表示，将来Xbox游戏平台也将加入到“元宇宙”中。</p>\n<p>纳德拉称，在“元宇宙”市场，微软的企业应用处于领先地位，但预计Xbox游戏平台将来也将参与其中。</p>\n<p><a href=\"https://laohu8.com/NW/2180873865\" target=\"_blank\">6、任天堂的“大展拳脚”希望破灭：零部件紧缺大砍Switch产量两成</a></p>\n<p>据日经新闻报道，任天堂只能在截至2022年3月的2021财年生产约2400万台Switch游戏机，较其原计划减少了20%。Switch游戏机是该公司旗下最受欢迎产品，有强劲的市场需求，但是芯片和一些其他电子零件短缺让公司难以“大展拳脚”。</p>\n<p>7、<a href=\"https://laohu8.com/NW/2180739223\" target=\"_blank\">Lyft第三季度净亏损同比收窄，盘后涨超12%</a></p>\n<p>美东时间11月2日（周二）美股盘后，美国网约车公司Lyft公布了该公司的2021财年第三季度财报。报告显示，Lyft第三季度营收为8.644亿美元，与去年同期的4.997亿美元相比增长73%，与上一季度的7.650亿美元相比增长13%；净亏损为7150万美元，与去年同期的净亏损4.595亿美元和上一季度的净亏损2.519亿美元相比均大幅收窄；不按照美国通用会计准则，Lyft第三季度调整后净利润为1780万美元，相比之下去年同期的调整后净亏损为2.804亿美元，而上一季度的调整后净亏损为1800万美元。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>昨夜今晨：道指首次站上36000点，微软市值突破2.5万亿</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昨夜今晨：道指首次站上36000点，微软市值突破2.5万亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-11-03 07:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要：①美股三大指数小幅收涨，续创历史新高；②美国科技龙头涨跌互现，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨0.71%、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌3.03%；③美国租车平台<a href=\"https://laohu8.com/S/CAR\">安飞士</a>财报超预期，收涨108%刷新收盘历史高位。\n</blockquote>\n<p><b>海外市场</b></p>\n<p>1、高歌猛进！美股齐创历史新高 警惕2013年“缩减恐慌”一幕重演</p>\n<p>周二，美股主要股指升至纪录高位，因强劲的财报季继续提振股市人气，同时投资者期待美联储关键会议的结果。</p>\n<p>截至收盘，道琼斯指数上涨0.39%，创下历史新高。标准普尔500指数上涨0.37%，收于4630.65点，也创下历史新高。以科技股主的纳斯达克综合指数上涨0.34%。三大主要股指连续第三个交易日以创纪录高点收盘。这三大股指盘中也均创下新高。</p>\n<p>2、美国科技龙头涨跌互现，热门中概股弱势整理</p>\n<p>美国科技龙头继续处于涨跌互现的状态。其中苹果涨0.71%、特斯拉跌3.03%、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌0.16%、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>涨1.45%、Meta跌0.58%、<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨1.14%、<a href=\"https://laohu8.com/S/QCOM\">高通</a>涨0.31%、<a href=\"https://laohu8.com/S/AMD\">AMD</a>涨1.92%、奈飞跌0.51%。中概股重回弱势整理，<a href=\"https://laohu8.com/S/00700\">腾讯</a>ADR、阿里、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a><a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>等明星股跌幅均超2%。</p>\n<p>3、贵金属价格爆跌矿商股价受损 美英两国央行会议在即 股市小幅震动</p>\n<p>欧洲股市周二从创纪录的高点回落，投资者关注本周即将召开的美联储和英国央行会议，以寻找关于缩减规模和利率决定的线索。泛欧斯托克600指数收盘上涨涨幅0.16%；德国DAX30指数收盘上涨0.88%；<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数收盘下跌0.16%。</p>\n<p>4、等待OPEC+会议结果 美油期货周二小幅收跌</p>\n<p>周二美国原油期货小幅收跌，布伦特原油期货基本持平。在提高原油产量的压力越来越大的背景下，市场等待石油输出国组织及其盟友（OPEC+）的周四会议结果。</p>\n<p>5、重要考验将至！美元美股走强、黄金黯然回落 美联储恐令人失望？金价或将向1800美元发起冲击</p>\n<p>周二，金价下跌，因在备受期待的美联储利率决议出炉前，美元和股市上涨。在通胀压力不断上升的情况下，美联储会议可能提供加息时间表。</p>\n<p>美市尾盘，现货黄金收报1787.53美元/盎司，下跌5.18美元或0.29%，盘中最高触及1796.30美元，最低触及1786.28美元。</p>\n<p><b>国际宏观</b></p>\n<p>1、美国股市高处不胜寒 华尔街警告为下跌做好准备</p>\n<p><a href=\"https://laohu8.com/S/BAC\">美国银行</a>分析师表示，股市和债券之间的走势 背离不会持续太久。美欧股市徘徊于记录高点附近，美银称流动性充裕的时代即将结束。迄今为止已有数家华尔街大行对美股飙升可能无法持久发出警告，美银是最新一个。到目前为止，股市基本未受债市暴跌影响。强劲的企业盈利和缺乏更好投资替代品左右了人们的风险偏好。</p>\n<p>2、鲍威尔连任几率略有下降 但仍被经济学家视为美联储主席最可能人选</p>\n<p>经济学家预期，杰罗姆·鲍威尔将有望获得提名连任美联储主席，但在一些高级美联储官员2020年的交易被披露后，他的连任几率略有下降。在拜登考虑提名美联储主席和其他联储高级岗位的人选之际，79%的受访经济学家预计拜登将提名鲍威尔连任，这个比例低于9月份调查时的89%。身为民主党人的美联储理事Lael Brainard被视为最可能的替代人选--13%的经济学家预测她将获得提名出任主席。鲍威尔的任期将于明年2月届满。</p>\n<p>3、经合组织：今年上半年中国是全球最大外国直接投资流入国</p>\n<p>当地时间11月2日，总部位于巴黎的经济发展与合作组织发布数据称，今年上半年全球外国直接投资(FDI)流量反弹至8700亿美元，较2020年下半年的规模超出了一倍多，同时比2019年疫情之前的水平高出43%。</p>\n<p>4、&nbsp;美国财政部再融资计划公布在即 华尔街对10-30年期国债分歧巨大</p>\n<p>华尔街预计美国政府周三的再融资计划中会下调美债发行规模，不过一级交易商们对部分期限债券分歧巨大。在给出11-1月份发债量预测的23家一级交易商中，20家预计2年、3年、5年期国债发行量每月减少20亿美元。19家预计7年期国债发行量每月减少30亿美元。除此之外，机构之间的分歧很大，如果任何一种期限债券最后的发行量降幅达于多数交易商预期，那么这只债券可能跑输大盘，反之亦然。</p>\n<p>5、特鲁多：加拿大将在2030年前停止出口动力煤</p>\n<p>加拿大总理贾斯汀·特鲁多周二宣布，加拿大最迟将在2030年停止出口动力煤。实现这一承诺并非易事，加拿大目前开采的绝大多数动力煤都为其国内市场所消化，不过在过去几年里，该国动力煤的出口一直在增长，而且随着亚洲部分新电厂的投入使用，出口可能会进一步增长。</p>\n<p><b>公司新闻</b></p>\n<p><a href=\"https://laohu8.com/NW/2180735567\" target=\"_blank\">1、马斯克说没有签约？赫兹称已陆续收到订单中的特斯拉汽车</a></p>\n<p>当地时间周一晚间，特斯拉CEO埃隆·马斯克表示，特斯拉尚未与汽车租赁公司赫兹签订合同。受此消息影响，特斯拉股价收跌逾3%。此前，赫兹宣布与特斯拉达成了一项大规模协议，到2022年底将首次订购10万辆特斯拉，该公司临时首席执行官Mark Fields称，订单以Model 3为主。Fields指出，赫兹好几个月前就开始与特斯拉商讨购买汽车的事宜。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2180731458\" target=\"_blank\">Facebook宣布将不再使用人脸识别技术</a></p>\n<p>在用户和监管机构日益关注的情况下，Facebook周二宣布将不再使用人脸识别技术。现名为Meta的社交媒体巨头表示，公司将删除超过10亿人的个人面部识别模板。</p>\n<p>3、<a href=\"https://laohu8.com/NW/2180736862\" target=\"_blank\">备战元宇宙？耐克为网络虚拟产品注册商标</a></p>\n<p>也许过不了多久，耐克就能依靠出售“不能实际穿的运动鞋”从数字世界中取得不菲的营收。根据媒体挖掘，耐克公司已经于十月底向美国专利及商标局提交了7项标志性商标的申请，包含“NIKE”、“Just Do It”等。引发关注的原因是公司在商标用途描述中明确表示，该商标用于可下载虚拟物品，包括具有电脑编程特性的运动鞋、衣服、头饰、运动背包等产品，供用户在网上或虚拟网络世界使用。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2180273683\" target=\"_blank\">又一家租车公司成为网红股 安飞士借光电动汽车暴涨数倍</a></p>\n<p>在散户投资者热炒之下，安飞士股价一度飙升218%。之前，这家租车公司的首席执行官表示将在美国电动汽车普及方面发挥重要作用。</p>\n<p>该股早盘后段飙升两倍多，股价达到创纪录的545.11美元，今年累计涨幅达到惊人的1300%。巨大的涨幅导致该股盘中至少11次熔断，换手量超过2500万股，是过去一个月日均成交量的20多倍。早晨的暴涨使得该公司市值激增超过180亿美元，突破300亿美元大关，并一度成为罗素2000指数最大的成份股，超过另一只网红股AMC。</p>\n<p>5、<a href=\"https://laohu8.com/NW/2180332957\" target=\"_blank\">微软CEO纳德拉：Xbox游戏平台将来也要加入“元宇宙”</a></p>\n<p>据报道，微软CEO萨提亚·纳德拉今日表示，将来Xbox游戏平台也将加入到“元宇宙”中。</p>\n<p>纳德拉称，在“元宇宙”市场，微软的企业应用处于领先地位，但预计Xbox游戏平台将来也将参与其中。</p>\n<p><a href=\"https://laohu8.com/NW/2180873865\" target=\"_blank\">6、任天堂的“大展拳脚”希望破灭：零部件紧缺大砍Switch产量两成</a></p>\n<p>据日经新闻报道，任天堂只能在截至2022年3月的2021财年生产约2400万台Switch游戏机，较其原计划减少了20%。Switch游戏机是该公司旗下最受欢迎产品，有强劲的市场需求，但是芯片和一些其他电子零件短缺让公司难以“大展拳脚”。</p>\n<p>7、<a href=\"https://laohu8.com/NW/2180739223\" target=\"_blank\">Lyft第三季度净亏损同比收窄，盘后涨超12%</a></p>\n<p>美东时间11月2日（周二）美股盘后，美国网约车公司Lyft公布了该公司的2021财年第三季度财报。报告显示，Lyft第三季度营收为8.644亿美元，与去年同期的4.997亿美元相比增长73%，与上一季度的7.650亿美元相比增长13%；净亏损为7150万美元，与去年同期的净亏损4.595亿美元和上一季度的净亏损2.519亿美元相比均大幅收窄；不按照美国通用会计准则，Lyft第三季度调整后净利润为1780万美元，相比之下去年同期的调整后净亏损为2.804亿美元，而上一季度的调整后净亏损为1800万美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"DOG":"道指反向ETF","MSFT":"微软","SDOW":"道指三倍做空ETF-ProShares","DDM":"道指两倍做多ETF",".DJI":"道琼斯","DXD":"道指两倍做空ETF","LYFT":"Lyft, Inc.",".IXIC":"NASDAQ Composite","UDOW":"道指三倍做多ETF-ProShares",".SPX":"S&P 500 Index","DJX":"1/100道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122635081","content_text":"摘要：①美股三大指数小幅收涨，续创历史新高；②美国科技龙头涨跌互现，苹果涨0.71%、特斯拉跌3.03%；③美国租车平台安飞士财报超预期，收涨108%刷新收盘历史高位。\n\n海外市场\n1、高歌猛进！美股齐创历史新高 警惕2013年“缩减恐慌”一幕重演\n周二，美股主要股指升至纪录高位，因强劲的财报季继续提振股市人气，同时投资者期待美联储关键会议的结果。\n截至收盘，道琼斯指数上涨0.39%，创下历史新高。标准普尔500指数上涨0.37%，收于4630.65点，也创下历史新高。以科技股主的纳斯达克综合指数上涨0.34%。三大主要股指连续第三个交易日以创纪录高点收盘。这三大股指盘中也均创下新高。\n2、美国科技龙头涨跌互现，热门中概股弱势整理\n美国科技龙头继续处于涨跌互现的状态。其中苹果涨0.71%、特斯拉跌3.03%、亚马逊跌0.16%、谷歌涨1.45%、Meta跌0.58%、微软涨1.14%、高通涨0.31%、AMD涨1.92%、奈飞跌0.51%。中概股重回弱势整理，腾讯ADR、阿里、百度、京东、网易哔哩哔哩等明星股跌幅均超2%。\n3、贵金属价格爆跌矿商股价受损 美英两国央行会议在即 股市小幅震动\n欧洲股市周二从创纪录的高点回落，投资者关注本周即将召开的美联储和英国央行会议，以寻找关于缩减规模和利率决定的线索。泛欧斯托克600指数收盘上涨涨幅0.16%；德国DAX30指数收盘上涨0.88%；英国富时100指数收盘下跌0.16%。\n4、等待OPEC+会议结果 美油期货周二小幅收跌\n周二美国原油期货小幅收跌，布伦特原油期货基本持平。在提高原油产量的压力越来越大的背景下，市场等待石油输出国组织及其盟友（OPEC+）的周四会议结果。\n5、重要考验将至！美元美股走强、黄金黯然回落 美联储恐令人失望？金价或将向1800美元发起冲击\n周二，金价下跌，因在备受期待的美联储利率决议出炉前，美元和股市上涨。在通胀压力不断上升的情况下，美联储会议可能提供加息时间表。\n美市尾盘，现货黄金收报1787.53美元/盎司，下跌5.18美元或0.29%，盘中最高触及1796.30美元，最低触及1786.28美元。\n国际宏观\n1、美国股市高处不胜寒 华尔街警告为下跌做好准备\n美国银行分析师表示，股市和债券之间的走势 背离不会持续太久。美欧股市徘徊于记录高点附近，美银称流动性充裕的时代即将结束。迄今为止已有数家华尔街大行对美股飙升可能无法持久发出警告，美银是最新一个。到目前为止，股市基本未受债市暴跌影响。强劲的企业盈利和缺乏更好投资替代品左右了人们的风险偏好。\n2、鲍威尔连任几率略有下降 但仍被经济学家视为美联储主席最可能人选\n经济学家预期，杰罗姆·鲍威尔将有望获得提名连任美联储主席，但在一些高级美联储官员2020年的交易被披露后，他的连任几率略有下降。在拜登考虑提名美联储主席和其他联储高级岗位的人选之际，79%的受访经济学家预计拜登将提名鲍威尔连任，这个比例低于9月份调查时的89%。身为民主党人的美联储理事Lael Brainard被视为最可能的替代人选--13%的经济学家预测她将获得提名出任主席。鲍威尔的任期将于明年2月届满。\n3、经合组织：今年上半年中国是全球最大外国直接投资流入国\n当地时间11月2日，总部位于巴黎的经济发展与合作组织发布数据称，今年上半年全球外国直接投资(FDI)流量反弹至8700亿美元，较2020年下半年的规模超出了一倍多，同时比2019年疫情之前的水平高出43%。\n4、 美国财政部再融资计划公布在即 华尔街对10-30年期国债分歧巨大\n华尔街预计美国政府周三的再融资计划中会下调美债发行规模，不过一级交易商们对部分期限债券分歧巨大。在给出11-1月份发债量预测的23家一级交易商中，20家预计2年、3年、5年期国债发行量每月减少20亿美元。19家预计7年期国债发行量每月减少30亿美元。除此之外，机构之间的分歧很大，如果任何一种期限债券最后的发行量降幅达于多数交易商预期，那么这只债券可能跑输大盘，反之亦然。\n5、特鲁多：加拿大将在2030年前停止出口动力煤\n加拿大总理贾斯汀·特鲁多周二宣布，加拿大最迟将在2030年停止出口动力煤。实现这一承诺并非易事，加拿大目前开采的绝大多数动力煤都为其国内市场所消化，不过在过去几年里，该国动力煤的出口一直在增长，而且随着亚洲部分新电厂的投入使用，出口可能会进一步增长。\n公司新闻\n1、马斯克说没有签约？赫兹称已陆续收到订单中的特斯拉汽车\n当地时间周一晚间，特斯拉CEO埃隆·马斯克表示，特斯拉尚未与汽车租赁公司赫兹签订合同。受此消息影响，特斯拉股价收跌逾3%。此前，赫兹宣布与特斯拉达成了一项大规模协议，到2022年底将首次订购10万辆特斯拉，该公司临时首席执行官Mark Fields称，订单以Model 3为主。Fields指出，赫兹好几个月前就开始与特斯拉商讨购买汽车的事宜。\n2、Facebook宣布将不再使用人脸识别技术\n在用户和监管机构日益关注的情况下，Facebook周二宣布将不再使用人脸识别技术。现名为Meta的社交媒体巨头表示，公司将删除超过10亿人的个人面部识别模板。\n3、备战元宇宙？耐克为网络虚拟产品注册商标\n也许过不了多久，耐克就能依靠出售“不能实际穿的运动鞋”从数字世界中取得不菲的营收。根据媒体挖掘，耐克公司已经于十月底向美国专利及商标局提交了7项标志性商标的申请，包含“NIKE”、“Just Do It”等。引发关注的原因是公司在商标用途描述中明确表示，该商标用于可下载虚拟物品，包括具有电脑编程特性的运动鞋、衣服、头饰、运动背包等产品，供用户在网上或虚拟网络世界使用。\n4、又一家租车公司成为网红股 安飞士借光电动汽车暴涨数倍\n在散户投资者热炒之下，安飞士股价一度飙升218%。之前，这家租车公司的首席执行官表示将在美国电动汽车普及方面发挥重要作用。\n该股早盘后段飙升两倍多，股价达到创纪录的545.11美元，今年累计涨幅达到惊人的1300%。巨大的涨幅导致该股盘中至少11次熔断，换手量超过2500万股，是过去一个月日均成交量的20多倍。早晨的暴涨使得该公司市值激增超过180亿美元，突破300亿美元大关，并一度成为罗素2000指数最大的成份股，超过另一只网红股AMC。\n5、微软CEO纳德拉：Xbox游戏平台将来也要加入“元宇宙”\n据报道，微软CEO萨提亚·纳德拉今日表示，将来Xbox游戏平台也将加入到“元宇宙”中。\n纳德拉称，在“元宇宙”市场，微软的企业应用处于领先地位，但预计Xbox游戏平台将来也将参与其中。\n6、任天堂的“大展拳脚”希望破灭：零部件紧缺大砍Switch产量两成\n据日经新闻报道，任天堂只能在截至2022年3月的2021财年生产约2400万台Switch游戏机，较其原计划减少了20%。Switch游戏机是该公司旗下最受欢迎产品，有强劲的市场需求，但是芯片和一些其他电子零件短缺让公司难以“大展拳脚”。\n7、Lyft第三季度净亏损同比收窄，盘后涨超12%\n美东时间11月2日（周二）美股盘后，美国网约车公司Lyft公布了该公司的2021财年第三季度财报。报告显示，Lyft第三季度营收为8.644亿美元，与去年同期的4.997亿美元相比增长73%，与上一季度的7.650亿美元相比增长13%；净亏损为7150万美元，与去年同期的净亏损4.595亿美元和上一季度的净亏损2.519亿美元相比均大幅收窄；不按照美国通用会计准则，Lyft第三季度调整后净利润为1780万美元，相比之下去年同期的调整后净亏损为2.804亿美元，而上一季度的调整后净亏损为1800万美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857601476,"gmtCreate":1635520195440,"gmtModify":1635520195440,"author":{"id":"4093927783009440","authorId":"4093927783009440","name":"2bfreedomso","avatar":"https://static.tigerbbs.com/65b83e96c90f0969ad5f1f1d77d50a1c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093927783009440","idStr":"4093927783009440"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VOO\">$Vanguard S&amp;P 500 ETF(VOO)$</a>when will I get u","listText":"<a href=\"https://laohu8.com/S/VOO\">$Vanguard S&amp;P 500 ETF(VOO)$</a>when will I get u","text":"$Vanguard S&P 500 ETF(VOO)$when will I get u","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857601476","isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":602047893,"gmtCreate":1638948591042,"gmtModify":1638948611098,"author":{"id":"4093927783009440","authorId":"4093927783009440","name":"2bfreedomso","avatar":"https://static.tigerbbs.com/65b83e96c90f0969ad5f1f1d77d50a1c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093927783009440","authorIdStr":"4093927783009440"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$</a>BBuy more ???","listText":"<a href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$</a>BBuy more ???","text":"$Beyond Meat, Inc.(BYND)$BBuy more ???","images":[{"img":"https://static.tigerbbs.com/ce1d21c170c323c8e636bf587a610cce","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602047893","isVote":1,"tweetType":1,"viewCount":1214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":694695864,"gmtCreate":1641948382660,"gmtModify":1641948382747,"author":{"id":"4093927783009440","authorId":"4093927783009440","name":"2bfreedomso","avatar":"https://static.tigerbbs.com/65b83e96c90f0969ad5f1f1d77d50a1c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093927783009440","authorIdStr":"4093927783009440"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694695864","repostId":"1116788499","repostType":2,"isVote":1,"tweetType":1,"viewCount":804,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698492549,"gmtCreate":1640485878631,"gmtModify":1640485878754,"author":{"id":"4093927783009440","authorId":"4093927783009440","name":"2bfreedomso","avatar":"https://static.tigerbbs.com/65b83e96c90f0969ad5f1f1d77d50a1c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093927783009440","authorIdStr":"4093927783009440"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698492549","repostId":"2193178191","repostType":2,"repost":{"id":"2193178191","pubTimestamp":1640398963,"share":"https://www.laohu8.com/m/news/2193178191?lang=&edition=full","pubTime":"2021-12-25 10:22","market":"us","language":"en","title":"Better Cloud Stock: Microsoft vs. Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=2193178191","media":"Motley Fool","summary":"Which tech giant is the better all-around investment?","content":"<p><b>Microsoft</b> (NASDAQ:MSFT) and <b>Amazon</b> (NASDAQ:AMZN) own the two largest cloud infrastructure platforms in the world.</p>\n<p>Amazon Web Services (AWS) controlled 32% of that market in the third quarter of 2021, according to Canalys. Microsoft's Azure ranked second with a 21% share, while all the other players held single-digit shares.</p>\n<p>That dominance makes Amazon and Microsoft two of the top plays on the global cloud computing market, which Grand View Research estimates will expand at a compound annual growth rate (CAGR) of 19.1% from 2021 and 2028. But which tech giant is the better cloud play, as well as the stronger all-around investment?</p>\n<h2>The differences between Microsoft and Amazon</h2>\n<p>Microsoft and Amazon started out in very different places. Microsoft had traditionally generated most of its revenue from on-premise software before Satya Nadella, who took over as the company's third CEO in 2014, adopted a \"mobile first, cloud first\" mantra and aggressively expanded Azure, Office 365, Dynamics, and its other cloud-based services.</p>\n<p>Under Nadella, Microsoft's annualized commercialized revenue rose from just 14% of its revenue in fiscal 2016 to 41% in fiscal 2021. Microsoft leveraged the strength of its on-premise software business to tether more businesses -- particularly retailers that competed against Amazon and didn't want to support AWS -- to its cloud services.</p>\n<p>Amazon, which still generates most of its revenue from its online marketplaces, launched AWS in 2002. However, it only started breaking out AWS' revenue and operating profits in 2015. That's when investors realized that AWS generated much higher-margin revenue than its retail business.</p>\n<p>Last year, AWS generated just 12% of Amazon's revenue but raked in 59% of its operating profits. AWS' higher-margin business enables Amazon to expand its retail segment and Prime ecosystem with lower-margin strategies, which arguably makes it the bedrock of its entire business.</p>\n<p>That's why Jeff Bezos, who vacated the CEO position earlier this year, handed the reins to Andy Jassy, the former chief of AWS.</p>\n<h2>Which tech giant is growing faster?</h2>\n<p>The pandemic generated headwinds for Microsoft while stirring up some tailwinds for Amazon. For Microsoft, the pandemic throttled the growth of its enterprise-facing software businesses as large companies shut down. However, it partly offset that slowdown with the expansion of its cloud, Surface, and Xbox gaming businesses as more people worked remotely and stayed at home.</p>\n<p>But for Amazon, the pandemic boosted its online sales while generating strong demand for its cloud-based services. Its expenses surged as it spent billions of dollars on COVID-19 safety measures, but its soaring revenue easily offset that temporary pressure on its operating margins.</p>\n<p>Microsoft should generate more stable growth in a post-pandemic market than Amazon because its growth wasn't pulled forward too much. However, Amazon will likely face much tougher year-over-year comparisons:</p>\n<table border=\"1\" width=\"612\">\n <colgroup></colgroup>\n <tbody>\n  <tr valign=\"TOP\">\n   <th width=\"199\"><p>Revenue Growth (YOY)</p></th>\n   <th width=\"115\"><p>Previous FY</p></th>\n   <th width=\"120\"><p>Current FY</p></th>\n   <th width=\"120\"><p>Next FY</p></th>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Amazon</b></p></td>\n   <td width=\"115\"><p>38%</p></td>\n   <td width=\"120\"><p>22%</p></td>\n   <td width=\"120\"><p>18%</p></td>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Microsoft</b></p></td>\n   <td width=\"115\"><p>18%</p></td>\n   <td width=\"120\"><p>17%</p></td>\n   <td width=\"120\"><p>14%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Source: Amazon, Microsoft, Yahoo Finance, Dec. 22. YOY = Year-over-year. FY = Fiscal year.</p>\n<p>In terms of profits, Microsoft should also experience a softer landing than Amazon:</p>\n<table border=\"1\" width=\"612\">\n <colgroup></colgroup>\n <tbody>\n  <tr valign=\"TOP\">\n   <th width=\"199\"><p>EPS Growth (YOY)</p></th>\n   <th width=\"115\"><p>Previous FY</p></th>\n   <th width=\"120\"><p>Current FY</p></th>\n   <th width=\"120\"><p>Next FY</p></th>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Amazon</b></p></td>\n   <td width=\"115\"><p>82%</p></td>\n   <td width=\"120\"><p>(2%)</p></td>\n   <td width=\"120\"><p>26%</p></td>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Microsoft</b></p></td>\n   <td width=\"115\"><p>38%</p></td>\n   <td width=\"120\"><p>14%</p></td>\n   <td width=\"120\"><p>14%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Source: Amazon, Microsoft, Yahoo Finance, Dec. 22.</p>\n<p>That's because Amazon is ramping up its investments again (especially in digital media) as its revenue growth decelerates. Meanwhile, Microsoft already deployed its biggest \"mobile first, cloud first\" investments in previous years -- and it won't experience a significant jump in expenses next year.</p>\n<h2>What do the valuations say?</h2>\n<p>Neither stock can be considered cheap relative to its near-term growth. Amazon trades at 54 times forward earnings, while Microsoft has a lower forward price-to-earnings ratio of 37.</p>\n<p>However, the bulls will argue that both companies deserve to trade at premium valuations because they're well-insulated from inflation. Amazon's e-commerce business could attract bargain hunters as retail prices rise, and both companies' cloud platforms should easily retain their pricing power as the cloud market expands.</p>\n<h2>The winner: Microsoft</h2>\n<p>Microsoft is arguably a better cloud stock than Amazon, for three simple reasons: Azure is growing significantly faster than AWS, it's an attractive option for Amazon's rivals, and its cloud services are tightly tethered to Windows, Office, Dynamics, and its other software platforms.</p>\n<p>Microsoft is also a better all-around investment because it's better diversified, it faces easier post-pandemic comparisons, and its stock is cheaper. Both stocks are still solid long-term investments, but I feel much more confident in Microsoft's near- to mid-term growth potential.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Cloud Stock: Microsoft vs. Amazon</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\">\nBetter Cloud Stock: Microsoft vs. Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-25 10:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/24/better-cloud-stock-microsoft-vs-amazon/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) own the two largest cloud infrastructure platforms in the world.\nAmazon Web Services (AWS) controlled 32% of that market in the third quarter of 2021, ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/24/better-cloud-stock-microsoft-vs-amazon/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4525":"远程办公概念","BK4566":"资本集团","AMZN":"亚马逊","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4567":"ESG概念","BK4538":"云计算","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4097":"系统软件","BK4561":"索罗斯持仓","BK4504":"桥水持仓","MSFT":"微软","BK4548":"巴美列捷福持仓","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://www.fool.com/investing/2021/12/24/better-cloud-stock-microsoft-vs-amazon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193178191","content_text":"Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) own the two largest cloud infrastructure platforms in the world.\nAmazon Web Services (AWS) controlled 32% of that market in the third quarter of 2021, according to Canalys. Microsoft's Azure ranked second with a 21% share, while all the other players held single-digit shares.\nThat dominance makes Amazon and Microsoft two of the top plays on the global cloud computing market, which Grand View Research estimates will expand at a compound annual growth rate (CAGR) of 19.1% from 2021 and 2028. But which tech giant is the better cloud play, as well as the stronger all-around investment?\nThe differences between Microsoft and Amazon\nMicrosoft and Amazon started out in very different places. Microsoft had traditionally generated most of its revenue from on-premise software before Satya Nadella, who took over as the company's third CEO in 2014, adopted a \"mobile first, cloud first\" mantra and aggressively expanded Azure, Office 365, Dynamics, and its other cloud-based services.\nUnder Nadella, Microsoft's annualized commercialized revenue rose from just 14% of its revenue in fiscal 2016 to 41% in fiscal 2021. Microsoft leveraged the strength of its on-premise software business to tether more businesses -- particularly retailers that competed against Amazon and didn't want to support AWS -- to its cloud services.\nAmazon, which still generates most of its revenue from its online marketplaces, launched AWS in 2002. However, it only started breaking out AWS' revenue and operating profits in 2015. That's when investors realized that AWS generated much higher-margin revenue than its retail business.\nLast year, AWS generated just 12% of Amazon's revenue but raked in 59% of its operating profits. AWS' higher-margin business enables Amazon to expand its retail segment and Prime ecosystem with lower-margin strategies, which arguably makes it the bedrock of its entire business.\nThat's why Jeff Bezos, who vacated the CEO position earlier this year, handed the reins to Andy Jassy, the former chief of AWS.\nWhich tech giant is growing faster?\nThe pandemic generated headwinds for Microsoft while stirring up some tailwinds for Amazon. For Microsoft, the pandemic throttled the growth of its enterprise-facing software businesses as large companies shut down. However, it partly offset that slowdown with the expansion of its cloud, Surface, and Xbox gaming businesses as more people worked remotely and stayed at home.\nBut for Amazon, the pandemic boosted its online sales while generating strong demand for its cloud-based services. Its expenses surged as it spent billions of dollars on COVID-19 safety measures, but its soaring revenue easily offset that temporary pressure on its operating margins.\nMicrosoft should generate more stable growth in a post-pandemic market than Amazon because its growth wasn't pulled forward too much. However, Amazon will likely face much tougher year-over-year comparisons:\n\n\n\n\nRevenue Growth (YOY)\nPrevious FY\nCurrent FY\nNext FY\n\n\nAmazon\n38%\n22%\n18%\n\n\nMicrosoft\n18%\n17%\n14%\n\n\n\nSource: Amazon, Microsoft, Yahoo Finance, Dec. 22. YOY = Year-over-year. FY = Fiscal year.\nIn terms of profits, Microsoft should also experience a softer landing than Amazon:\n\n\n\n\nEPS Growth (YOY)\nPrevious FY\nCurrent FY\nNext FY\n\n\nAmazon\n82%\n(2%)\n26%\n\n\nMicrosoft\n38%\n14%\n14%\n\n\n\nSource: Amazon, Microsoft, Yahoo Finance, Dec. 22.\nThat's because Amazon is ramping up its investments again (especially in digital media) as its revenue growth decelerates. Meanwhile, Microsoft already deployed its biggest \"mobile first, cloud first\" investments in previous years -- and it won't experience a significant jump in expenses next year.\nWhat do the valuations say?\nNeither stock can be considered cheap relative to its near-term growth. Amazon trades at 54 times forward earnings, while Microsoft has a lower forward price-to-earnings ratio of 37.\nHowever, the bulls will argue that both companies deserve to trade at premium valuations because they're well-insulated from inflation. Amazon's e-commerce business could attract bargain hunters as retail prices rise, and both companies' cloud platforms should easily retain their pricing power as the cloud market expands.\nThe winner: Microsoft\nMicrosoft is arguably a better cloud stock than Amazon, for three simple reasons: Azure is growing significantly faster than AWS, it's an attractive option for Amazon's rivals, and its cloud services are tightly tethered to Windows, Office, Dynamics, and its other software platforms.\nMicrosoft is also a better all-around investment because it's better diversified, it faces easier post-pandemic comparisons, and its stock is cheaper. Both stocks are still solid long-term investments, but I feel much more confident in Microsoft's near- to mid-term growth potential.","news_type":1},"isVote":1,"tweetType":1,"viewCount":949,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841820950,"gmtCreate":1635902070396,"gmtModify":1635902070396,"author":{"id":"4093927783009440","authorId":"4093927783009440","name":"2bfreedomso","avatar":"https://static.tigerbbs.com/65b83e96c90f0969ad5f1f1d77d50a1c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093927783009440","authorIdStr":"4093927783009440"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841820950","repostId":"1122635081","repostType":2,"isVote":1,"tweetType":1,"viewCount":1676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694429455,"gmtCreate":1642083635695,"gmtModify":1642083635809,"author":{"id":"4093927783009440","authorId":"4093927783009440","name":"2bfreedomso","avatar":"https://static.tigerbbs.com/65b83e96c90f0969ad5f1f1d77d50a1c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093927783009440","authorIdStr":"4093927783009440"},"themes":[],"htmlText":"FYI","listText":"FYI","text":"FYI","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694429455","repostId":"694655844","repostType":1,"repost":{"id":694655844,"gmtCreate":1641968172437,"gmtModify":1641976523045,"author":{"id":"387611620380","authorId":"387611620380","name":"gugu","avatar":"https://static.laohu8.com/tiger_upload_file_1449509381.png","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"387611620380","authorIdStr":"387611620380"},"themes":[],"title":"2021年投资总结：正确的抄底方式","htmlText":"2021年是我投资的第5个年头，老虎账户盈利-0.23%，5年年化收益28%。每次我的年度收益达到60%之后，第二年的收益就会比较惨淡。这现象也容易理解，股价涨幅主要由企业的盈利增速贡献，另外来自公司估值的变化。大多数个股，二者叠加勉强支撑一年60%的涨幅，第二年的股价犹如强弩之末。2021年1月底，美国十年期国债收益率从1.071%开始急剧上升，到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离，中概差不多在2月10日附近的高点跌落；实际上，这波也影响到A股，外资占比较高的消费和医药板块，过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%，标普2周内回撤3%，第三周止跌上扬。在这之后的9个月，标普和纳指只在9月和11月的个别周中有过几次回撤，整体上二者一路上扬，全年标普和纳指分别收涨27%和26.8%。我的持仓，在四季度中概仓位已达40%，特别是腾讯，自2020年末持有至2021年底，浮亏3%。靠着“已实现损益”的交易，全年账户收益-0.23%，跑输2大指数。目前美股和A股持仓：A股：<a target=\"_blank\" href=\"https://laohu8.com/S/601888\">$中国中免(601888)$</a>12.8%，陕西煤业8.8%，东财3.5%美股：<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 7.7%，meta11%，<a target=\"_blank\" href=\"https://laohu8.com/S/INMD\">$InMode Ltd.(INMD)$</a>13.5%中概：<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>31.5%，","listText":"2021年是我投资的第5个年头，老虎账户盈利-0.23%，5年年化收益28%。每次我的年度收益达到60%之后，第二年的收益就会比较惨淡。这现象也容易理解，股价涨幅主要由企业的盈利增速贡献，另外来自公司估值的变化。大多数个股，二者叠加勉强支撑一年60%的涨幅，第二年的股价犹如强弩之末。2021年1月底，美国十年期国债收益率从1.071%开始急剧上升，到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离，中概差不多在2月10日附近的高点跌落；实际上，这波也影响到A股，外资占比较高的消费和医药板块，过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%，标普2周内回撤3%，第三周止跌上扬。在这之后的9个月，标普和纳指只在9月和11月的个别周中有过几次回撤，整体上二者一路上扬，全年标普和纳指分别收涨27%和26.8%。我的持仓，在四季度中概仓位已达40%，特别是腾讯，自2020年末持有至2021年底，浮亏3%。靠着“已实现损益”的交易，全年账户收益-0.23%，跑输2大指数。目前美股和A股持仓：A股：<a target=\"_blank\" href=\"https://laohu8.com/S/601888\">$中国中免(601888)$</a>12.8%，陕西煤业8.8%，东财3.5%美股：<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 7.7%，meta11%，<a target=\"_blank\" href=\"https://laohu8.com/S/INMD\">$InMode Ltd.(INMD)$</a>13.5%中概：<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>31.5%，","text":"2021年是我投资的第5个年头，老虎账户盈利-0.23%，5年年化收益28%。每次我的年度收益达到60%之后，第二年的收益就会比较惨淡。这现象也容易理解，股价涨幅主要由企业的盈利增速贡献，另外来自公司估值的变化。大多数个股，二者叠加勉强支撑一年60%的涨幅，第二年的股价犹如强弩之末。2021年1月底，美国十年期国债收益率从1.071%开始急剧上升，到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离，中概差不多在2月10日附近的高点跌落；实际上，这波也影响到A股，外资占比较高的消费和医药板块，过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%，标普2周内回撤3%，第三周止跌上扬。在这之后的9个月，标普和纳指只在9月和11月的个别周中有过几次回撤，整体上二者一路上扬，全年标普和纳指分别收涨27%和26.8%。我的持仓，在四季度中概仓位已达40%，特别是腾讯，自2020年末持有至2021年底，浮亏3%。靠着“已实现损益”的交易，全年账户收益-0.23%，跑输2大指数。目前美股和A股持仓：A股：$中国中免(601888)$12.8%，陕西煤业8.8%，东财3.5%美股：$苹果(AAPL)$ 7.7%，meta11%，$InMode Ltd.(INMD)$13.5%中概：$腾讯控股(00700)$31.5%，","images":[{"img":"https://static.tigerbbs.com/acf6539fb81b6502b94bfd9b52b063cf","width":"572","height":"212"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694655844","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1037,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606614850,"gmtCreate":1638870555495,"gmtModify":1638870555495,"author":{"id":"4093927783009440","authorId":"4093927783009440","name":"2bfreedomso","avatar":"https://static.tigerbbs.com/65b83e96c90f0969ad5f1f1d77d50a1c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093927783009440","authorIdStr":"4093927783009440"},"themes":[],"htmlText":"Thanks for sharing","listText":"Thanks for sharing","text":"Thanks 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?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876922390","repostId":"2184895031","repostType":2,"isVote":1,"tweetType":1,"viewCount":920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842028382,"gmtCreate":1636121506060,"gmtModify":1636121507015,"author":{"id":"4093927783009440","authorId":"4093927783009440","name":"2bfreedomso","avatar":"https://static.tigerbbs.com/65b83e96c90f0969ad5f1f1d77d50a1c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093927783009440","authorIdStr":"4093927783009440"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>buy lower","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>buy lower","text":"$Alibaba(BABA)$buy 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I get u","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857601476","isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}