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日内瓦喷泉
06-10
这篇文章不错,转发给大家看看
@美股投资网:错过英伟达,没关系,因为AI要做大做强,必须依赖十几家软硬件公司一起配合,才能发挥作用,单靠英伟达是不行的。 今天的视频再次干货满满,将深入分析围绕AI周边的几家软硬件好公司,我们将从市场需求、技术创新、竞争格局等多个维度出发,全面分析这些企业的投资价值和发展前景,保证让你收获财富之余,也增长了见闻。 AI的崛起并不仅仅局限于几家龙头企业,谷歌 META 英伟达等,随着技术的不断发展和应用场景的拓宽,AI周边软硬件市场正呈现出爆发式增长的态势。 服务器冷却系统提供商$Vertiv Holdings LLC(VRT)$ 它专注于为数据中心、通信网络等设施提供冷却方案。随着AI训练和推理过程需要强大的计算机,使用越来越多的AI服务器,这会导致服务器产生大量热量,如果散热不佳,服务器性能将下降,甚至可能损坏。因此,高效的冷却系统是确保AI应用稳定运行的关键。 这就是为什么我们选Vertiv的产品,因为对散热的需求急剧增加。 本周在英伟达的GTC大会上,该公司发布了最新的Blackwell GPU,这款GPU具备出色的性能,但同样伴随着更高的功耗挑战。 当CEO黄仁勋被问及关于其最新GPU日益增长的电力需求时,他表现出了充分的信心,强调电力、冷却或电力输送的需求不断增长并不会成为问题。这份信心的背后,离不开与VRT等冷却系统提供商的紧密合作。 接下来我们对VRT前景的详细分析: 首先,VRT在2023年取得了强劲的业绩,第四季度销售额增长12%,全年订单同比增长23%。这些业绩数据表明,VRT的业务正在稳步增长,并且有能力应对市场的挑战。随着全球对数据中心解决方案的需求持续增加,VRT有望继续保持这种增长势头。 VRT是数据中心热管理领域的市场领导者。据该公司 2023 年投资者大会的报道:" 随
日内瓦喷泉
06-08
这篇文章不错,转发给大家看看
@美股投资网:错过英伟达,没关系,因为AI要做大做强,必须依赖十几家软硬件公司一起配合,才能发挥作用,单靠英伟达是不行的。 今天的视频再次干货满满,将深入分析围绕AI周边的几家软硬件好公司,我们将从市场需求、技术创新、竞争格局等多个维度出发,全面分析这些企业的投资价值和发展前景,保证让你收获财富之余,也增长了见闻。 AI的崛起并不仅仅局限于几家龙头企业,谷歌 META 英伟达等,随着技术的不断发展和应用场景的拓宽,AI周边软硬件市场正呈现出爆发式增长的态势。 服务器冷却系统提供商$Vertiv Holdings LLC(VRT)$ 它专注于为数据中心、通信网络等设施提供冷却方案。随着AI训练和推理过程需要强大的计算机,使用越来越多的AI服务器,这会导致服务器产生大量热量,如果散热不佳,服务器性能将下降,甚至可能损坏。因此,高效的冷却系统是确保AI应用稳定运行的关键。 这就是为什么我们选Vertiv的产品,因为对散热的需求急剧增加。 本周在英伟达的GTC大会上,该公司发布了最新的Blackwell GPU,这款GPU具备出色的性能,但同样伴随着更高的功耗挑战。 当CEO黄仁勋被问及关于其最新GPU日益增长的电力需求时,他表现出了充分的信心,强调电力、冷却或电力输送的需求不断增长并不会成为问题。这份信心的背后,离不开与VRT等冷却系统提供商的紧密合作。 接下来我们对VRT前景的详细分析: 首先,VRT在2023年取得了强劲的业绩,第四季度销售额增长12%,全年订单同比增长23%。这些业绩数据表明,VRT的业务正在稳步增长,并且有能力应对市场的挑战。随着全球对数据中心解决方案的需求持续增加,VRT有望继续保持这种增长势头。 VRT是数据中心热管理领域的市场领导者。据该公司 2023 年投资者大会的报道:" 随
日内瓦喷泉
06-08
这篇文章不错,转发给大家看看
@美股投资网: 美股 被低估的存储AI芯片巨头,值得买入
日内瓦喷泉
06-08
这篇文章不错,转发给大家看看
@美股投资网: 美股 AI耗电,3只电力能源股必买 VST......
日内瓦喷泉
06-07
接下来就看华尔街怎么摆弄手里的钱了
'AI now has to play out elsewhere,' for Nvidia's valuation to make sense, ARK's Cathie Wood says
日内瓦喷泉
06-06
这篇文章不错,转发给大家看看
@老科谈科技: 今天是2023年7月2日,老科谈科技股第206期。 我发现对于AMD的核心技术和产品,大部分投资者理解起来并不容易。AMD的CPU ... From Youtube: https://www.youtube.com/watch?v=5cfk4Ok8CEs
日内瓦喷泉
02-23
$Palantir Technologies Inc.(PLTR)$
啥时候开始炒ai软件
日内瓦喷泉
02-14
股票质押
抱歉,原内容已删除
日内瓦喷泉
02-12
这篇文章不错,转发给大家看看
Investors ignore increasing losses at Applied Optoelectronics (NASDAQ:AAOI) as stock jumps 25% this past week
日内瓦喷泉
02-12
这篇文章不错,转发给大家看看
Applied Optoelectronics: 2024 Should Be Strong But Downgrading On Valuation
日内瓦喷泉
2023-12-13
这篇文章不错,转发给大家看看
@捷克Jack:是的,我买了阿里巴巴
日内瓦喷泉
2023-12-03
这篇文章不错,转发给大家看看
@智通财经APP:拿下微软3亿美元大订单,被低估的应用光电(AAOI.US)是下一只“十倍股”?
日内瓦喷泉
2023-10-04
这篇文章不错,转发给大家看看
@美股投资网:美股一夜回到 “解放前”
日内瓦喷泉
2023-09-24
这篇文章不错,转发给大家看看
@ETF小帮手:ETF追踪 | “木头姐”深信:“降息之日”将是主题投资的“高光时刻”!
日内瓦喷泉
2023-09-13
这篇文章不错,转发给大家看看
@中文投资网:8月回调月,但这些股拥有反弹机会,或有翻倍回报
日内瓦喷泉
2023-06-08
这篇文章不错,转发给大家看看
债务上限延期后,美国发债潮要来了,将“吸干”万亿流动性?
日内瓦喷泉
2023-06-08
这篇文章不错,转发给大家看看
异动 | AI概念股普跌,C3.ai跌超4%;高管减持,爱彼迎下挫
日内瓦喷泉
2023-06-08
这篇文章不错,转发给大家看看
热点观察 | 英伟达遭顶级投资人减持,AI行情结束了?
日内瓦喷泉
2023-06-08
这篇文章不错,转发给大家看看
抱歉,原内容已删除
日内瓦喷泉
2023-05-31
这篇文章不错,转发给大家看看
AI热潮不只有英伟达,木头姐:软件股是下一个目标
去老虎APP查看更多动态
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\n \n 错过英伟达,没关系,因为AI要做大做强,必须依赖十几家软硬件公司一起配合,才能发挥作用,单靠英伟达是不行的。 今天的视频再次干货满满,将深入分析围绕AI周边的几家软硬件好公司,我们将从市场需求、技术创新、竞争格局等多个维度出发,全面分析这些企业的投资价值和发展前景,保证让你收获财富之余,也增长了见闻。 AI的崛起并不仅仅局限于几家龙头企业,谷歌 META 英伟达等,随着技术的不断发展和应用场景的拓宽,AI周边软硬件市场正呈现出爆发式增长的态势。 服务器冷却系统提供商<a href=\"https://laohu8.com/S/VRT\">$Vertiv Holdings LLC(VRT)$</a> 它专注于为数据中心、通信网络等设施提供冷却方案。随着AI训练和推理过程需要强大的计算机,使用越来越多的AI服务器,这会导致服务器产生大量热量,如果散热不佳,服务器性能将下降,甚至可能损坏。因此,高效的冷却系统是确保AI应用稳定运行的关键。 这就是为什么我们选Vertiv的产品,因为对散热的需求急剧增加。 本周在英伟达的GTC大会上,该公司发布了最新的Blackwell GPU,这款GPU具备出色的性能,但同样伴随着更高的功耗挑战。 当CEO黄仁勋被问及关于其最新GPU日益增长的电力需求时,他表现出了充分的信心,强调电力、冷却或电力输送的需求不断增长并不会成为问题。这份信心的背后,离不开与VRT等冷却系统提供商的紧密合作。 接下来我们对VRT前景的详细分析: 首先,VRT在2023年取得了强劲的业绩,第四季度销售额增长12%,全年订单同比增长23%。这些业绩数据表明,VRT的业务正在稳步增长,并且有能力应对市场的挑战。随着全球对数据中心解决方案的需求持续增加,VRT有望继续保持这种增长势头。 VRT是数据中心热管理领域的市场领导者。据该公司 2023 年投资者大会的报道:\" 随\n \n","listText":"错过英伟达,没关系,因为AI要做大做强,必须依赖十几家软硬件公司一起配合,才能发挥作用,单靠英伟达是不行的。 今天的视频再次干货满满,将深入分析围绕AI周边的几家软硬件好公司,我们将从市场需求、技术创新、竞争格局等多个维度出发,全面分析这些企业的投资价值和发展前景,保证让你收获财富之余,也增长了见闻。 AI的崛起并不仅仅局限于几家龙头企业,谷歌 META 英伟达等,随着技术的不断发展和应用场景的拓宽,AI周边软硬件市场正呈现出爆发式增长的态势。 服务器冷却系统提供商<a href=\"https://laohu8.com/S/VRT\">$Vertiv Holdings LLC(VRT)$</a> 它专注于为数据中心、通信网络等设施提供冷却方案。随着AI训练和推理过程需要强大的计算机,使用越来越多的AI服务器,这会导致服务器产生大量热量,如果散热不佳,服务器性能将下降,甚至可能损坏。因此,高效的冷却系统是确保AI应用稳定运行的关键。 这就是为什么我们选Vertiv的产品,因为对散热的需求急剧增加。 本周在英伟达的GTC大会上,该公司发布了最新的Blackwell GPU,这款GPU具备出色的性能,但同样伴随着更高的功耗挑战。 当CEO黄仁勋被问及关于其最新GPU日益增长的电力需求时,他表现出了充分的信心,强调电力、冷却或电力输送的需求不断增长并不会成为问题。这份信心的背后,离不开与VRT等冷却系统提供商的紧密合作。 接下来我们对VRT前景的详细分析: 首先,VRT在2023年取得了强劲的业绩,第四季度销售额增长12%,全年订单同比增长23%。这些业绩数据表明,VRT的业务正在稳步增长,并且有能力应对市场的挑战。随着全球对数据中心解决方案的需求持续增加,VRT有望继续保持这种增长势头。 VRT是数据中心热管理领域的市场领导者。据该公司 2023 年投资者大会的报道:\" 随","text":"错过英伟达,没关系,因为AI要做大做强,必须依赖十几家软硬件公司一起配合,才能发挥作用,单靠英伟达是不行的。 今天的视频再次干货满满,将深入分析围绕AI周边的几家软硬件好公司,我们将从市场需求、技术创新、竞争格局等多个维度出发,全面分析这些企业的投资价值和发展前景,保证让你收获财富之余,也增长了见闻。 AI的崛起并不仅仅局限于几家龙头企业,谷歌 META 英伟达等,随着技术的不断发展和应用场景的拓宽,AI周边软硬件市场正呈现出爆发式增长的态势。 服务器冷却系统提供商$Vertiv Holdings LLC(VRT)$ 它专注于为数据中心、通信网络等设施提供冷却方案。随着AI训练和推理过程需要强大的计算机,使用越来越多的AI服务器,这会导致服务器产生大量热量,如果散热不佳,服务器性能将下降,甚至可能损坏。因此,高效的冷却系统是确保AI应用稳定运行的关键。 这就是为什么我们选Vertiv的产品,因为对散热的需求急剧增加。 本周在英伟达的GTC大会上,该公司发布了最新的Blackwell GPU,这款GPU具备出色的性能,但同样伴随着更高的功耗挑战。 当CEO黄仁勋被问及关于其最新GPU日益增长的电力需求时,他表现出了充分的信心,强调电力、冷却或电力输送的需求不断增长并不会成为问题。这份信心的背后,离不开与VRT等冷却系统提供商的紧密合作。 接下来我们对VRT前景的详细分析: 首先,VRT在2023年取得了强劲的业绩,第四季度销售额增长12%,全年订单同比增长23%。这些业绩数据表明,VRT的业务正在稳步增长,并且有能力应对市场的挑战。随着全球对数据中心解决方案的需求持续增加,VRT有望继续保持这种增长势头。 VRT是数据中心热管理领域的市场领导者。据该公司 2023 年投资者大会的报道:\" 随","images":[{"img":"https://static.tigerbbs.com/a93e2e42a0fdc78f5ed79291e43689db","width":"580","height":"446"},{"img":"https://static.tigerbbs.com/72ea53ddb6b254d5e5a1feb9ceee7f0c","width":"813","height":"331"},{"img":"https://static.tigerbbs.com/5d9df277966f635e3386e43261194a6f","width":"640","height":"354"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/287263576125696","isVote":1,"tweetType":2,"object":{"id":"f1ea1a859aed47a083028947947dba64","tweetId":"287263576125696","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/9771d0e61397757887464662869/SzMlRSeegAoA.mp4","poster":"https://static.tigerbbs.com/3bf8e32a9d57b09e64b4b184e2d7ded8"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":31,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314546940604496,"gmtCreate":1717826156641,"gmtModify":1717826158197,"author":{"id":"4096015652742090","authorId":"4096015652742090","name":"日内瓦喷泉","avatar":"https://static.tigerbbs.com/44849e13a0d986c7c7f06335ba754d82","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314546940604496","repostId":"287263576125696","repostType":1,"repost":{"id":287263576125696,"gmtCreate":1711161630188,"gmtModify":1711179060071,"author":{"id":"3478213283465426","authorId":"3478213283465426","name":"美股投资网","avatar":"https://static.tigerbbs.com/a1bfd2cf1aa240d7058795c83d419510","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"除了英伟达,这4家AI相关的软硬件公司必买!","htmlText":"\n \n \n 错过英伟达,没关系,因为AI要做大做强,必须依赖十几家软硬件公司一起配合,才能发挥作用,单靠英伟达是不行的。 今天的视频再次干货满满,将深入分析围绕AI周边的几家软硬件好公司,我们将从市场需求、技术创新、竞争格局等多个维度出发,全面分析这些企业的投资价值和发展前景,保证让你收获财富之余,也增长了见闻。 AI的崛起并不仅仅局限于几家龙头企业,谷歌 META 英伟达等,随着技术的不断发展和应用场景的拓宽,AI周边软硬件市场正呈现出爆发式增长的态势。 服务器冷却系统提供商<a href=\"https://laohu8.com/S/VRT\">$Vertiv Holdings LLC(VRT)$</a> 它专注于为数据中心、通信网络等设施提供冷却方案。随着AI训练和推理过程需要强大的计算机,使用越来越多的AI服务器,这会导致服务器产生大量热量,如果散热不佳,服务器性能将下降,甚至可能损坏。因此,高效的冷却系统是确保AI应用稳定运行的关键。 这就是为什么我们选Vertiv的产品,因为对散热的需求急剧增加。 本周在英伟达的GTC大会上,该公司发布了最新的Blackwell GPU,这款GPU具备出色的性能,但同样伴随着更高的功耗挑战。 当CEO黄仁勋被问及关于其最新GPU日益增长的电力需求时,他表现出了充分的信心,强调电力、冷却或电力输送的需求不断增长并不会成为问题。这份信心的背后,离不开与VRT等冷却系统提供商的紧密合作。 接下来我们对VRT前景的详细分析: 首先,VRT在2023年取得了强劲的业绩,第四季度销售额增长12%,全年订单同比增长23%。这些业绩数据表明,VRT的业务正在稳步增长,并且有能力应对市场的挑战。随着全球对数据中心解决方案的需求持续增加,VRT有望继续保持这种增长势头。 VRT是数据中心热管理领域的市场领导者。据该公司 2023 年投资者大会的报道:\" 随\n \n","listText":"错过英伟达,没关系,因为AI要做大做强,必须依赖十几家软硬件公司一起配合,才能发挥作用,单靠英伟达是不行的。 今天的视频再次干货满满,将深入分析围绕AI周边的几家软硬件好公司,我们将从市场需求、技术创新、竞争格局等多个维度出发,全面分析这些企业的投资价值和发展前景,保证让你收获财富之余,也增长了见闻。 AI的崛起并不仅仅局限于几家龙头企业,谷歌 META 英伟达等,随着技术的不断发展和应用场景的拓宽,AI周边软硬件市场正呈现出爆发式增长的态势。 服务器冷却系统提供商<a href=\"https://laohu8.com/S/VRT\">$Vertiv Holdings LLC(VRT)$</a> 它专注于为数据中心、通信网络等设施提供冷却方案。随着AI训练和推理过程需要强大的计算机,使用越来越多的AI服务器,这会导致服务器产生大量热量,如果散热不佳,服务器性能将下降,甚至可能损坏。因此,高效的冷却系统是确保AI应用稳定运行的关键。 这就是为什么我们选Vertiv的产品,因为对散热的需求急剧增加。 本周在英伟达的GTC大会上,该公司发布了最新的Blackwell GPU,这款GPU具备出色的性能,但同样伴随着更高的功耗挑战。 当CEO黄仁勋被问及关于其最新GPU日益增长的电力需求时,他表现出了充分的信心,强调电力、冷却或电力输送的需求不断增长并不会成为问题。这份信心的背后,离不开与VRT等冷却系统提供商的紧密合作。 接下来我们对VRT前景的详细分析: 首先,VRT在2023年取得了强劲的业绩,第四季度销售额增长12%,全年订单同比增长23%。这些业绩数据表明,VRT的业务正在稳步增长,并且有能力应对市场的挑战。随着全球对数据中心解决方案的需求持续增加,VRT有望继续保持这种增长势头。 VRT是数据中心热管理领域的市场领导者。据该公司 2023 年投资者大会的报道:\" 随","text":"错过英伟达,没关系,因为AI要做大做强,必须依赖十几家软硬件公司一起配合,才能发挥作用,单靠英伟达是不行的。 今天的视频再次干货满满,将深入分析围绕AI周边的几家软硬件好公司,我们将从市场需求、技术创新、竞争格局等多个维度出发,全面分析这些企业的投资价值和发展前景,保证让你收获财富之余,也增长了见闻。 AI的崛起并不仅仅局限于几家龙头企业,谷歌 META 英伟达等,随着技术的不断发展和应用场景的拓宽,AI周边软硬件市场正呈现出爆发式增长的态势。 服务器冷却系统提供商$Vertiv Holdings LLC(VRT)$ 它专注于为数据中心、通信网络等设施提供冷却方案。随着AI训练和推理过程需要强大的计算机,使用越来越多的AI服务器,这会导致服务器产生大量热量,如果散热不佳,服务器性能将下降,甚至可能损坏。因此,高效的冷却系统是确保AI应用稳定运行的关键。 这就是为什么我们选Vertiv的产品,因为对散热的需求急剧增加。 本周在英伟达的GTC大会上,该公司发布了最新的Blackwell GPU,这款GPU具备出色的性能,但同样伴随着更高的功耗挑战。 当CEO黄仁勋被问及关于其最新GPU日益增长的电力需求时,他表现出了充分的信心,强调电力、冷却或电力输送的需求不断增长并不会成为问题。这份信心的背后,离不开与VRT等冷却系统提供商的紧密合作。 接下来我们对VRT前景的详细分析: 首先,VRT在2023年取得了强劲的业绩,第四季度销售额增长12%,全年订单同比增长23%。这些业绩数据表明,VRT的业务正在稳步增长,并且有能力应对市场的挑战。随着全球对数据中心解决方案的需求持续增加,VRT有望继续保持这种增长势头。 VRT是数据中心热管理领域的市场领导者。据该公司 2023 年投资者大会的报道:\" 随","images":[{"img":"https://static.tigerbbs.com/a93e2e42a0fdc78f5ed79291e43689db","width":"580","height":"446"},{"img":"https://static.tigerbbs.com/72ea53ddb6b254d5e5a1feb9ceee7f0c","width":"813","height":"331"},{"img":"https://static.tigerbbs.com/5d9df277966f635e3386e43261194a6f","width":"640","height":"354"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/287263576125696","isVote":1,"tweetType":2,"object":{"id":"f1ea1a859aed47a083028947947dba64","tweetId":"287263576125696","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/9771d0e61397757887464662869/SzMlRSeegAoA.mp4","poster":"https://static.tigerbbs.com/3bf8e32a9d57b09e64b4b184e2d7ded8"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":31,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314552957817040,"gmtCreate":1717825989201,"gmtModify":1717825990678,"author":{"id":"4096015652742090","authorId":"4096015652742090","name":"日内瓦喷泉","avatar":"https://static.tigerbbs.com/44849e13a0d986c7c7f06335ba754d82","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314552957817040","repostId":"289870583337000","repostType":1,"repost":{"id":289870583337000,"gmtCreate":1711791402010,"gmtModify":1711794141280,"author":{"id":"3478213283465426","authorId":"3478213283465426","name":"美股投资网","avatar":"https://static.tigerbbs.com/a1bfd2cf1aa240d7058795c83d419510","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"\n \n \n 美股 被低估的存储AI芯片巨头,值得买入\n \n","listText":"美股 被低估的存储AI芯片巨头,值得买入","text":"美股 被低估的存储AI芯片巨头,值得买入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/289870583337000","isVote":1,"tweetType":2,"object":{"id":"080784f94f2649d794f2a7717eeac9ea","tweetId":"289870583337000","title":"美股 被低估的存储AI芯片巨头,值得买入","videoUrl":"http://v.tigerbbs.com/17117913988895a2098bb277acb1f7fc394ba1198a664.mp4","poster":"https://static.tigerbbs.com/58b1b45ee5b08fe0dc9f44486db8f4dd","shareLink":"http://v.tigerbbs.com/17117913988895a2098bb277acb1f7fc394ba1198a664.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314549548806352,"gmtCreate":1717825156922,"gmtModify":1717825158430,"author":{"id":"4096015652742090","authorId":"4096015652742090","name":"日内瓦喷泉","avatar":"https://static.tigerbbs.com/44849e13a0d986c7c7f06335ba754d82","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314549548806352","repostId":"292348897706024","repostType":1,"repost":{"id":292348897706024,"gmtCreate":1712396459230,"gmtModify":1712397139583,"author":{"id":"3478213283465426","authorId":"3478213283465426","name":"美股投资网","avatar":"https://static.tigerbbs.com/a1bfd2cf1aa240d7058795c83d419510","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"\n \n \n 美股 AI耗电,3只电力能源股必买 VST......\n \n","listText":"美股 AI耗电,3只电力能源股必买 VST......","text":"美股 AI耗电,3只电力能源股必买 VST......","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/292348897706024","isVote":1,"tweetType":2,"object":{"id":"c4d716640c564e66a1fe334949ede672","tweetId":"292348897706024","title":"美股 AI耗电,3只电力能源股必买 VST......","videoUrl":"http://v.tigerbbs.com/1712396456009c8a2b88e31ebddb6390d163a0051a775.mp4","poster":"https://static.tigerbbs.com/d9ce797e681d5a64e15c9884b5a7a5a2","shareLink":"http://v.tigerbbs.com/1712396456009c8a2b88e31ebddb6390d163a0051a775.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314044684468528,"gmtCreate":1717691367903,"gmtModify":1717691369921,"author":{"id":"4096015652742090","authorId":"4096015652742090","name":"日内瓦喷泉","avatar":"https://static.tigerbbs.com/44849e13a0d986c7c7f06335ba754d82","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"接下来就看华尔街怎么摆弄手里的钱了","listText":"接下来就看华尔街怎么摆弄手里的钱了","text":"接下来就看华尔街怎么摆弄手里的钱了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314044684468528","repostId":"2441745823","repostType":2,"repost":{"id":"2441745823","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1717684500,"share":"https://www.laohu8.com/m/news/2441745823?lang=&edition=full","pubTime":"2024-06-06 22:35","market":"nz","language":"en","title":"'AI now has to play out elsewhere,' for Nvidia's valuation to make sense, ARK's Cathie Wood says","url":"https://stock-news.laohu8.com/highlight/detail?id=2441745823","media":"Dow Jones","summary":"\"Now AI has to play out elsewhere in a very big way for Nvidia and others to deserve their valuations.\"Cathie Wood, chief executive and chief investment officer of ARK Invest. That's ARK Invest's chief executive and CIO, Cathie Wood, saying that Nvidia needs help from other artificial-intelligence companies for the AI boom to continue.Wood had nothing but praise for Nvidia and its founder and CEO, Jensen Huang - who not surprisingly appears to be something of a workaholic - in comments at the Greenwich Economic Forum in Hong Kong Thursday, according to Bloomberg.She said ARK started investing in Nvidia in 2014 when it traded at just over $4 on a split-adjusted basis. \"We rode that stock in the flagship portfolio up to roughly $400,\" she said, adding that the company's stock performance would have to be matched by other companies in the AI arena as well.Wood said the market is too dominated by Nvidia and other technology stocks. \"We have never seen concentration in the market like we're","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW 'AI now has to play out elsewhere,' for Nvidia's valuation to make sense, ARK's Cathie Wood says\n</p>\n<p>\n By Barbara Kollmeyer \n</p>\n<p>\n \"Now AI has to play out elsewhere in a very big way for Nvidia and others to deserve their valuations.\"Cathie Wood, chief executive and chief investment officer of ARK Invest \n</p>\n<p>\n That's ARK Invest's chief executive and CIO, Cathie Wood, saying that Nvidia needs help from other artificial-intelligence companies for the AI boom to continue. \n</p>\n<p>\n Wood had nothing but praise for Nvidia and its founder and CEO, Jensen Huang - who not surprisingly appears to be something of a workaholic - in comments at the Greenwich Economic Forum in Hong Kong Thursday, according to Bloomberg. \n</p>\n<p>\n She said ARK started investing in Nvidia in 2014 when it traded at just over $4 on a split-adjusted basis. \"We rode that stock in the flagship portfolio up to roughly $400,\" she said, adding that the company's stock performance would have to be matched by other companies in the AI arena as well. \n</p>\n<p>\n Wood has achieved some Wall Street infamy for dumping Nvidia shares before the company's eye-popping earnings report roughly a year ago first showed the great extent to which the tech giant benefitted from artificial-intelligence demand. \n</p>\n<p>\n The stock hasn't looked back since. From that initial earth-shattering earnings report in May 2023, Nvidia shares have climbed 300% to $1,224. The company announced a 10-for-1 stock split last month that will kick in after Friday's market close. \n</p>\n<p>\n Wood said Thursday that ARK still has some exposure to Nvidia, but has broadened out their hunt for AI-related companies. \n</p>\n<p>\n \"We do own Nvidia in specialized portfolios, both well in Europe, Asia and the U.S. In the flagship though, where the real estate is more clear and we need to be exposed to all of the innovation platforms...that are evolving, we did pull away,\" she said. \n</p>\n<p>\n While that exit became a bit of a \"statement,\" she said, their thinking was that if \"this wasn't going to benefit other companies, then what is this move in Nvidia all about?\" \n</p>\n<p>\n She flagged autonomous driving as \"the biggest AI project on earth,\" with Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, ARK's largest position, the leader there. The autonomous-driving ecosystem \"is going to scale from a revenue point of view, from essentially nothing now, to $7 -$8 trillion,\" in the next five to 10 years, she predicts. \n</p>\n<p>\n Other names she sees harnessing AI and not well recognized are found in biotechnology and AI, with Recursion Pharmaceuticals Inc. <a href=\"https://laohu8.com/S/RXRX\">$(RXRX)$</a>, and in synthetic biology likes Twist Bioscience and then Palantir Software Inc. <a href=\"https://laohu8.com/S/PLTR\">$(PLTR)$</a>, which is \"helping companies set up to capitalize on AI.\" \n</p>\n<p>\n Wood said the market is too dominated by Nvidia and other technology stocks. \"We have never seen concentration in the market like we're seeing today towards very few stocks,\" she said. \n</p>\n<p>\n The manager, who last month cautioned over a Great Depression-like search for safety in the stock market, again mentioned that historic economic slump on Thursday. Wood said the current concentration by a handful of stocks is bigger than during the Great Depression. \n</p>\n<p>\n \"This can mean one of two things, either we're about to see the market broadening out dramatically, and a more healthy market...or the number of times we've seen this, we're about to go into a very significant correction,\" she said. \n</p>\n<p>\n \"In 1973 and 2000, you saw peaks, but in 1932 and 2009 you also saw peaks like this in terms of concentration and the follow through, there was a bull market that broadened out and benefited more stocks,\" said Wood. \n</p>\n<p>\n -Barbara Kollmeyer \n</p>\n<p>\n This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n (END) Dow Jones Newswires\n</p>\n<p>\n June 06, 2024 10:35 ET (14:35 GMT)\n</p>\n<p>\n Copyright (c) 2024 Dow Jones & Company, Inc.\n</p>\n</font>","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>'AI now has to play out elsewhere,' for Nvidia's valuation to make sense, ARK's Cathie Wood says</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'AI now has to play out elsewhere,' for Nvidia's valuation to make sense, ARK's Cathie Wood says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-06-06 22:35</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW 'AI now has to play out elsewhere,' for Nvidia's valuation to make sense, ARK's Cathie Wood says\n</p>\n<p>\n By Barbara Kollmeyer \n</p>\n<p>\n \"Now AI has to play out elsewhere in a very big way for Nvidia and others to deserve their valuations.\"Cathie Wood, chief executive and chief investment officer of ARK Invest \n</p>\n<p>\n That's ARK Invest's chief executive and CIO, Cathie Wood, saying that Nvidia needs help from other artificial-intelligence companies for the AI boom to continue. \n</p>\n<p>\n Wood had nothing but praise for Nvidia and its founder and CEO, Jensen Huang - who not surprisingly appears to be something of a workaholic - in comments at the Greenwich Economic Forum in Hong Kong Thursday, according to Bloomberg. \n</p>\n<p>\n She said ARK started investing in Nvidia in 2014 when it traded at just over $4 on a split-adjusted basis. \"We rode that stock in the flagship portfolio up to roughly $400,\" she said, adding that the company's stock performance would have to be matched by other companies in the AI arena as well. \n</p>\n<p>\n Wood has achieved some Wall Street infamy for dumping Nvidia shares before the company's eye-popping earnings report roughly a year ago first showed the great extent to which the tech giant benefitted from artificial-intelligence demand. \n</p>\n<p>\n The stock hasn't looked back since. From that initial earth-shattering earnings report in May 2023, Nvidia shares have climbed 300% to $1,224. The company announced a 10-for-1 stock split last month that will kick in after Friday's market close. \n</p>\n<p>\n Wood said Thursday that ARK still has some exposure to Nvidia, but has broadened out their hunt for AI-related companies. \n</p>\n<p>\n \"We do own Nvidia in specialized portfolios, both well in Europe, Asia and the U.S. In the flagship though, where the real estate is more clear and we need to be exposed to all of the innovation platforms...that are evolving, we did pull away,\" she said. \n</p>\n<p>\n While that exit became a bit of a \"statement,\" she said, their thinking was that if \"this wasn't going to benefit other companies, then what is this move in Nvidia all about?\" \n</p>\n<p>\n She flagged autonomous driving as \"the biggest AI project on earth,\" with Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, ARK's largest position, the leader there. The autonomous-driving ecosystem \"is going to scale from a revenue point of view, from essentially nothing now, to $7 -$8 trillion,\" in the next five to 10 years, she predicts. \n</p>\n<p>\n Other names she sees harnessing AI and not well recognized are found in biotechnology and AI, with Recursion Pharmaceuticals Inc. <a href=\"https://laohu8.com/S/RXRX\">$(RXRX)$</a>, and in synthetic biology likes Twist Bioscience and then Palantir Software Inc. <a href=\"https://laohu8.com/S/PLTR\">$(PLTR)$</a>, which is \"helping companies set up to capitalize on AI.\" \n</p>\n<p>\n Wood said the market is too dominated by Nvidia and other technology stocks. \"We have never seen concentration in the market like we're seeing today towards very few stocks,\" she said. \n</p>\n<p>\n The manager, who last month cautioned over a Great Depression-like search for safety in the stock market, again mentioned that historic economic slump on Thursday. Wood said the current concentration by a handful of stocks is bigger than during the Great Depression. \n</p>\n<p>\n \"This can mean one of two things, either we're about to see the market broadening out dramatically, and a more healthy market...or the number of times we've seen this, we're about to go into a very significant correction,\" she said. \n</p>\n<p>\n \"In 1973 and 2000, you saw peaks, but in 1932 and 2009 you also saw peaks like this in terms of concentration and the follow through, there was a bull market that broadened out and benefited more stocks,\" said Wood. \n</p>\n<p>\n -Barbara Kollmeyer \n</p>\n<p>\n This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n (END) Dow Jones Newswires\n</p>\n<p>\n June 06, 2024 10:35 ET (14:35 GMT)\n</p>\n<p>\n Copyright (c) 2024 Dow Jones & Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4585":"ETF&股票定投概念","LU1548497426.USD":"安联环球人工智能AT Acc","BK4139":"生物科技","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0238689110.USD":"贝莱德环球动力股票基金","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4587":"ChatGPT概念","BK4529":"IDC概念","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU1861215975.USD":"贝莱德新一代科技基金 A2","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4579":"人工智能","BK4588":"碎股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4574":"无人驾驶","BK4544":"ARK ETF合集","BK4503":"景林资产持仓","RXRX":"Recursion Pharmaceuticals, Inc.","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","NVDA":"英伟达","BK4581":"高盛持仓","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","PLTR":"Palantir Technologies Inc.","ARKK":"ARK Innovation ETF","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4543":"AI","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4527":"明星科技股","LU0072462426.USD":"贝莱德全球配置 A2","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4023":"应用软件","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0080751232.USD":"富达环球多元动力基金A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4592":"伊斯兰概念","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2441745823","content_text":"MW 'AI now has to play out elsewhere,' for Nvidia's valuation to make sense, ARK's Cathie Wood says\n\n\n By Barbara Kollmeyer \n\n\n \"Now AI has to play out elsewhere in a very big way for Nvidia and others to deserve their valuations.\"Cathie Wood, chief executive and chief investment officer of ARK Invest \n\n\n That's ARK Invest's chief executive and CIO, Cathie Wood, saying that Nvidia needs help from other artificial-intelligence companies for the AI boom to continue. \n\n\n Wood had nothing but praise for Nvidia and its founder and CEO, Jensen Huang - who not surprisingly appears to be something of a workaholic - in comments at the Greenwich Economic Forum in Hong Kong Thursday, according to Bloomberg. \n\n\n She said ARK started investing in Nvidia in 2014 when it traded at just over $4 on a split-adjusted basis. \"We rode that stock in the flagship portfolio up to roughly $400,\" she said, adding that the company's stock performance would have to be matched by other companies in the AI arena as well. \n\n\n Wood has achieved some Wall Street infamy for dumping Nvidia shares before the company's eye-popping earnings report roughly a year ago first showed the great extent to which the tech giant benefitted from artificial-intelligence demand. \n\n\n The stock hasn't looked back since. From that initial earth-shattering earnings report in May 2023, Nvidia shares have climbed 300% to $1,224. The company announced a 10-for-1 stock split last month that will kick in after Friday's market close. \n\n\n Wood said Thursday that ARK still has some exposure to Nvidia, but has broadened out their hunt for AI-related companies. \n\n\n \"We do own Nvidia in specialized portfolios, both well in Europe, Asia and the U.S. In the flagship though, where the real estate is more clear and we need to be exposed to all of the innovation platforms...that are evolving, we did pull away,\" she said. \n\n\n While that exit became a bit of a \"statement,\" she said, their thinking was that if \"this wasn't going to benefit other companies, then what is this move in Nvidia all about?\" \n\n\n She flagged autonomous driving as \"the biggest AI project on earth,\" with Tesla $(TSLA)$, ARK's largest position, the leader there. The autonomous-driving ecosystem \"is going to scale from a revenue point of view, from essentially nothing now, to $7 -$8 trillion,\" in the next five to 10 years, she predicts. \n\n\n Other names she sees harnessing AI and not well recognized are found in biotechnology and AI, with Recursion Pharmaceuticals Inc. $(RXRX)$, and in synthetic biology likes Twist Bioscience and then Palantir Software Inc. $(PLTR)$, which is \"helping companies set up to capitalize on AI.\" \n\n\n Wood said the market is too dominated by Nvidia and other technology stocks. \"We have never seen concentration in the market like we're seeing today towards very few stocks,\" she said. \n\n\n The manager, who last month cautioned over a Great Depression-like search for safety in the stock market, again mentioned that historic economic slump on Thursday. Wood said the current concentration by a handful of stocks is bigger than during the Great Depression. \n\n\n \"This can mean one of two things, either we're about to see the market broadening out dramatically, and a more healthy market...or the number of times we've seen this, we're about to go into a very significant correction,\" she said. \n\n\n \"In 1973 and 2000, you saw peaks, but in 1932 and 2009 you also saw peaks like this in terms of concentration and the follow through, there was a bull market that broadened out and benefited more stocks,\" said Wood. \n\n\n -Barbara Kollmeyer \n\n\n This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n (END) Dow Jones Newswires\n\n\n June 06, 2024 10:35 ET (14:35 GMT)\n\n\n Copyright (c) 2024 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314008324346168,"gmtCreate":1717682499853,"gmtModify":1717682501427,"author":{"id":"4096015652742090","authorId":"4096015652742090","name":"日内瓦喷泉","avatar":"https://static.tigerbbs.com/44849e13a0d986c7c7f06335ba754d82","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314008324346168","repostId":"193617098108976","repostType":1,"repost":{"id":193617098108976,"gmtCreate":1688295173008,"gmtModify":1688302742573,"author":{"id":"9000000000000117","authorId":"9000000000000117","name":"老科谈科技","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"\n \n \n 今天是2023年7月2日,老科谈科技股第206期。 我发现对于AMD的核心技术和产品,大部分投资者理解起来并不容易。AMD的CPU ... From Youtube: https://www.youtube.com/watch?v=5cfk4Ok8CEs\n \n","listText":"今天是2023年7月2日,老科谈科技股第206期。 我发现对于AMD的核心技术和产品,大部分投资者理解起来并不容易。AMD的CPU ... From Youtube: https://www.youtube.com/watch?v=5cfk4Ok8CEs","text":"今天是2023年7月2日,老科谈科技股第206期。 我发现对于AMD的核心技术和产品,大部分投资者理解起来并不容易。AMD的CPU ... From Youtube: https://www.youtube.com/watch?v=5cfk4Ok8CEs","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193617098108976","isVote":1,"tweetType":2,"object":{"id":"3261b78d75c340d6bee08df96561570b","tweetId":"193617098108976","title":"第206期:15分钟,让投资者理解AMD (超微) 的核心技术,产品,和解决方案!!!AMD的GPU究竟是如何迎接AI革命?如何和英伟达抢生意?","videoUrl":"http://v.tigerbbs.com/1688295167522ce8c9524e2994977a1639305d36bcaea.mp4","poster":"https://static.tigerbbs.com/ac91f0f4e8f499ddda0757f6d0c64034","shareLink":"http://v.tigerbbs.com/1688295167522ce8c9524e2994977a1639305d36bcaea.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":276853646094424,"gmtCreate":1708620371422,"gmtModify":1708620372711,"author":{"id":"4096015652742090","authorId":"4096015652742090","name":"日内瓦喷泉","avatar":"https://static.tigerbbs.com/44849e13a0d986c7c7f06335ba754d82","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a><v-v data-views=\"1\"></v-v>啥时候开始炒ai软件","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a><v-v data-views=\"1\"></v-v>啥时候开始炒ai软件","text":"$Palantir Technologies Inc.(PLTR)$ 啥时候开始炒ai软件","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/276853646094424","isVote":1,"tweetType":1,"viewCount":1233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":273600930074736,"gmtCreate":1707848861236,"gmtModify":1707848862909,"author":{"id":"4096015652742090","authorId":"4096015652742090","name":"日内瓦喷泉","avatar":"https://static.tigerbbs.com/44849e13a0d986c7c7f06335ba754d82","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"股票质押","listText":"股票质押","text":"股票质押","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/273600930074736","repostId":"2394759854","repostType":2,"isVote":1,"tweetType":1,"viewCount":631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":273152927146192,"gmtCreate":1707725489744,"gmtModify":1707725490979,"author":{"id":"4096015652742090","authorId":"4096015652742090","name":"日内瓦喷泉","avatar":"https://static.tigerbbs.com/44849e13a0d986c7c7f06335ba754d82","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/273152927146192","repostId":"2380973743","repostType":2,"repost":{"id":"2380973743","pubTimestamp":1699009387,"share":"https://www.laohu8.com/m/news/2380973743?lang=&edition=full","pubTime":"2023-11-03 19:03","market":"us","language":"en","title":"Investors ignore increasing losses at Applied Optoelectronics (NASDAQ:AAOI) as stock jumps 25% this past week","url":"https://stock-news.laohu8.com/highlight/detail?id=2380973743","media":"Simply Wall St.","summary":"While Applied Optoelectronics, Inc. ( NASDAQ:AAOI ) shareholders are probably generally happy, the stock hasn't had...","content":"<html><body><div><p> While <strong>Applied Optoelectronics, Inc.</strong> (NASDAQ:AAOI) shareholders are probably generally happy, the stock hasn't had particularly good run recently, with the share price falling 22% in the last quarter. But that doesn't change the fact that the returns over the last year have been very strong. During that period, the share price soared a full 253%. So it is important to view the recent reduction in price through that lense. The real question is whether the business is trending in the right direction. </p><p> The past week has proven to be lucrative for Applied Optoelectronics investors, so let's see if fundamentals drove the company's one-year performance. </p><p><span> Check out our latest analysis for Applied Optoelectronics </span></p> <p> Because Applied Optoelectronics made a loss in the last twelve months, we think the market is probably more focussed on revenue and revenue growth, at least for now. Generally speaking, companies without profits are expected to grow revenue every year, and at a good clip. Some companies are willing to postpone profitability to grow revenue faster, but in that case one does expect good top-line growth. </p><p> In the last year Applied Optoelectronics saw its revenue grow by 0.3%. That's not great considering the company is losing money. So we wouldn't have expected the share price to rise by 253%. The business will need a lot more growth to justify that increase. It's quite likely that the market is considering other factors, not just revenue growth. </p><p> You can see how earnings and revenue have changed over time in the image below (click on the chart to see the exact values). </p><figure><img height=\"524\" loading=\"lazy\" src=\"https://images.simplywall.st/asset/chart/1043391-earnings-and-revenue-growth-1-dark/1699009385915\" width=\"821\"/><figcaption>NasdaqGM:AAOI Earnings and Revenue Growth November 3rd 2023</figcaption></figure><p> It's good to see that there was some significant insider buying in the last three months. That's a positive. On the other hand, we think the revenue and earnings trends are much more meaningful measures of the business. You can see what analysts are predicting for Applied Optoelectronics in this <strong>interactive</strong> graph of future profit estimates. </p> <h2>A Different Perspective</h2><p> It's nice to see that Applied Optoelectronics shareholders have received a total shareholder return of 253% over the last year. Notably the five-year annualised TSR loss of 10% per year compares very unfavourably with the recent share price performance. We generally put more weight on the long term performance over the short term, but the recent improvement could hint at a (positive) inflection point within the business. I find it very interesting to look at share price over the long term as a proxy for business performance. But to truly gain insight, we need to consider other information, too. To that end, you should learn about the <strong> 4 warning signs </strong> we've spotted with Applied Optoelectronics (including 1 which is a bit concerning) . </p><p> Applied Optoelectronics is not the only stock insiders are buying. So take a peek at this <strong>free</strong> list of growing companies with insider buying. </p><p><em>Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on American exchanges.</em></p><p>What are the risks and opportunities for Applied Optoelectronics?</p><div><header><div><div><p>NasdaqGM:AAOI</p><p>Applied Optoelectronics</p></div><div></div><div><div><p><span>Applied Optoelectronics, Inc. designs, manufactures, and sells various fiber-optic networking products worldwide.</span><button>Show more</button></p></div></div>View Full Analysis</div></header><div><div><div><div><div><p>Rewards</p><ul><li><blockquote><div><svg fill=\"#2DC97E\" height=\"24\" viewbox=\"0 0 24 24\" width=\"24\" xmlns=\"http://www.w3.org/2000/svg\"><path d=\"M11.0496 5.90475C11.3502 4.98605 12.6498 4.98605 12.9504 5.90475L14.1246 9.49342H17.9049C18.8753 9.49342 19.2769 10.7366 18.49 11.3044L15.4377 13.5066L16.6073 17.0812C16.9083 18.0012 15.8568 18.7695 15.0718 18.2031L12 15.9868L8.92824 18.2031C8.14316 18.7695 7.09168 18.0012 7.39272 17.0812L8.56231 13.5066L5.51002 11.3044C4.72306 10.7366 5.12471 9.49342 6.09512 9.49342H9.87539L11.0496 5.90475Z\" fill-rule=\"evenodd\"></path></svg></div><div><p>Trading at 85% below our estimate of its fair value</p></div></blockquote></li><li><blockquote><div><svg fill=\"#2DC97E\" height=\"24\" viewbox=\"0 0 24 24\" width=\"24\" xmlns=\"http://www.w3.org/2000/svg\"><path d=\"M11.0496 5.90475C11.3502 4.98605 12.6498 4.98605 12.9504 5.90475L14.1246 9.49342H17.9049C18.8753 9.49342 19.2769 10.7366 18.49 11.3044L15.4377 13.5066L16.6073 17.0812C16.9083 18.0012 15.8568 18.7695 15.0718 18.2031L12 15.9868L8.92824 18.2031C8.14316 18.7695 7.09168 18.0012 7.39272 17.0812L8.56231 13.5066L5.51002 11.3044C4.72306 10.7366 5.12471 9.49342 6.09512 9.49342H9.87539L11.0496 5.90475Z\" fill-rule=\"evenodd\"></path></svg></div><div><p>Revenue is forecast to grow 31.54% per year</p></div></blockquote></li></ul><p>Risks</p><ul><li><blockquote><div><svg fill=\"#E64141\" height=\"24\" viewbox=\"0 0 24 24\" width=\"24\" xmlns=\"http://www.w3.org/2000/svg\"><path clip-rule=\"evenodd\" d=\"M12 4C7.58172 4 4 7.58172 4 12C4 16.4183 7.58172 20 12 20C16.4183 20 20 16.4183 20 12C20 7.58172 16.4183 4 12 4ZM13 11C13 11.5523 12.5523 12 12 12C11.4477 12 11 11.5523 11 11V8C11 7.44772 11.4477 7 12 7C12.5523 7 13 7.44772 13 8L13 11ZM13 15C13 15.5523 12.5523 16 12 16C11.4477 16 11 15.5523 11 15C11 14.4477 11.4477 14 12 14C12.5523 14 13 14.4477 13 15Z\" fill-rule=\"evenodd\"></path></svg></div><div><p>Highly volatile share price over the past 3 months</p></div></blockquote></li><li><blockquote><div><svg fill=\"#FF9212\" height=\"24\" viewbox=\"0 0 24 24\" width=\"24\" xmlns=\"http://www.w3.org/2000/svg\"><path clip-rule=\"evenodd\" d=\"M12 4C7.58172 4 4 7.58172 4 12C4 16.4183 7.58172 20 12 20C16.4183 20 20 16.4183 20 12C20 7.58172 16.4183 4 12 4ZM13 11C13 11.5523 12.5523 12 12 12C11.4477 12 11 11.5523 11 11V8C11 7.44772 11.4477 7 12 7C12.5523 7 13 7.44772 13 8L13 11ZM13 15C13 15.5523 12.5523 16 12 16C11.4477 16 11 15.5523 11 15C11 14.4477 11.4477 14 12 14C12.5523 14 13 14.4477 13 15Z\" fill-rule=\"evenodd\"></path></svg></div><div><p>Shareholders have been diluted in the past year</p></div></blockquote></li><li><blockquote><div><svg fill=\"#FF9212\" height=\"24\" viewbox=\"0 0 24 24\" width=\"24\" xmlns=\"http://www.w3.org/2000/svg\"><path clip-rule=\"evenodd\" d=\"M12 4C7.58172 4 4 7.58172 4 12C4 16.4183 7.58172 20 12 20C16.4183 20 20 16.4183 20 12C20 7.58172 16.4183 4 12 4ZM13 11C13 11.5523 12.5523 12 12 12C11.4477 12 11 11.5523 11 11V8C11 7.44772 11.4477 7 12 7C12.5523 7 13 7.44772 13 8L13 11ZM13 15C13 15.5523 12.5523 16 12 16C11.4477 16 11 15.5523 11 15C11 14.4477 11.4477 14 12 14C12.5523 14 13 14.4477 13 15Z\" fill-rule=\"evenodd\"></path></svg></div><div><p>Significant insider selling over the past 3 months</p></div></blockquote></li><li><blockquote><div><svg fill=\"#FF9212\" height=\"24\" viewbox=\"0 0 24 24\" width=\"24\" xmlns=\"http://www.w3.org/2000/svg\"><path clip-rule=\"evenodd\" d=\"M12 4C7.58172 4 4 7.58172 4 12C4 16.4183 7.58172 20 12 20C16.4183 20 20 16.4183 20 12C20 7.58172 16.4183 4 12 4ZM13 11C13 11.5523 12.5523 12 12 12C11.4477 12 11 11.5523 11 11V8C11 7.44772 11.4477 7 12 7C12.5523 7 13 7.44772 13 8L13 11ZM13 15C13 15.5523 12.5523 16 12 16C11.4477 16 11 15.5523 11 15C11 14.4477 11.4477 14 12 14C12.5523 14 13 14.4477 13 15Z\" fill-rule=\"evenodd\"></path></svg></div><div><p>Currently unprofitable and not forecast to become profitable over the next 3 years</p></div></blockquote></li></ul></div>View all Risks and Rewards</div><div><div><div><div><p>Share Price</p><span></span></div><div><p>Market Cap</p><span></span></div></div><div><p>1Y Return</p><span></span></div><div></div>View Company Report</div></div><div><p>Further research onApplied Optoelectronics</p>ValuationFinancial HealthInsider TradingManagement Team</div></div></div><button disabled=\"\"><svg height=\"24\" viewbox=\"0 0 24 24\" width=\"24\" xmlns=\"http://www.w3.org/2000/svg\"><path clip-rule=\"evenodd\" d=\"M7.78127 11.29L14.8283 4.24303C15.2188 3.8525 15.852 3.8525 16.2425 4.24303C16.633 4.63355 16.633 5.26672 16.2425 5.65724L9.87891 12.0208L16.2425 18.3844C16.633 18.7749 16.633 19.4081 16.2425 19.7986C15.852 20.1891 15.2188 20.1891 14.8283 19.7986L7.78057 12.7509C7.7727 12.7435 7.76491 12.736 7.75723 12.7283C7.56873 12.5398 7.47122 12.2948 7.46468 12.0478C7.45748 11.7828 7.55498 11.5156 7.7572 11.3133C7.76513 11.3054 7.77315 11.2977 7.78127 11.29Z\" fill-rule=\"evenodd\"></path></svg></button><button disabled=\"\"><svg height=\"24\" viewbox=\"0 0 24 24\" width=\"24\" xmlns=\"http://www.w3.org/2000/svg\"><path clip-rule=\"evenodd\" d=\"M16.2185 11.2901L9.17146 4.24309C8.78094 3.85256 8.14777 3.85256 7.75725 4.24309C7.36672 4.63361 7.36672 5.26678 7.75725 5.6573L14.1208 12.0209L7.75727 18.3845C7.36675 18.775 7.36675 19.4082 7.75727 19.7987C8.1478 20.1892 8.78096 20.1892 9.17149 19.7987L16.2192 12.751C16.2271 12.7436 16.2348 12.7361 16.2425 12.7284C16.431 12.5399 16.5285 12.2949 16.5351 12.0479C16.5423 11.7829 16.4448 11.5156 16.2426 11.3134C16.2346 11.3055 16.2266 11.2977 16.2185 11.2901Z\" fill-rule=\"evenodd\"></path></svg></button></div></div><p><strong>Have feedback on this article? Concerned about the content?</strong> <strong>Get in touch</strong><strong> with us directly.</strong><i> Alternatively, email editorial-team (at) simplywallst.com.</i><i>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</i></p></div></body></html>","source":"simplywall_highlight","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>Investors ignore increasing losses at Applied Optoelectronics (NASDAQ:AAOI) as stock jumps 25% this past week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInvestors ignore increasing losses at Applied Optoelectronics (NASDAQ:AAOI) as stock jumps 25% this past week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-03 19:03 GMT+8 <a href=https://simplywall.st/stocks/us/tech/nasdaq-aaoi/applied-optoelectronics/news/investors-ignore-increasing-losses-at-applied-optoelectronic-1><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While Applied Optoelectronics, Inc. (NASDAQ:AAOI) shareholders are probably generally happy, the stock hasn't had particularly good run recently, with the share price falling 22% in the last quarter. ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/tech/nasdaq-aaoi/applied-optoelectronics/news/investors-ignore-increasing-losses-at-applied-optoelectronic-1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.simplywall.st/asset/industry/8111000-choice1-main-header/1585186745276","relate_stocks":{"BK4211":"区域性银行","BK4020":"通信设备","AAOI":"Applied Optoelectronics Inc.","ISBC":"投资者银行"},"source_url":"https://simplywall.st/stocks/us/tech/nasdaq-aaoi/applied-optoelectronics/news/investors-ignore-increasing-losses-at-applied-optoelectronic-1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2380973743","content_text":"While Applied Optoelectronics, Inc. (NASDAQ:AAOI) shareholders are probably generally happy, the stock hasn't had particularly good run recently, with the share price falling 22% in the last quarter. But that doesn't change the fact that the returns over the last year have been very strong. During that period, the share price soared a full 253%. So it is important to view the recent reduction in price through that lense. The real question is whether the business is trending in the right direction. The past week has proven to be lucrative for Applied Optoelectronics investors, so let's see if fundamentals drove the company's one-year performance. Check out our latest analysis for Applied Optoelectronics Because Applied Optoelectronics made a loss in the last twelve months, we think the market is probably more focussed on revenue and revenue growth, at least for now. Generally speaking, companies without profits are expected to grow revenue every year, and at a good clip. Some companies are willing to postpone profitability to grow revenue faster, but in that case one does expect good top-line growth. In the last year Applied Optoelectronics saw its revenue grow by 0.3%. That's not great considering the company is losing money. So we wouldn't have expected the share price to rise by 253%. The business will need a lot more growth to justify that increase. It's quite likely that the market is considering other factors, not just revenue growth. You can see how earnings and revenue have changed over time in the image below (click on the chart to see the exact values). NasdaqGM:AAOI Earnings and Revenue Growth November 3rd 2023 It's good to see that there was some significant insider buying in the last three months. That's a positive. On the other hand, we think the revenue and earnings trends are much more meaningful measures of the business. You can see what analysts are predicting for Applied Optoelectronics in this interactive graph of future profit estimates. A Different Perspective It's nice to see that Applied Optoelectronics shareholders have received a total shareholder return of 253% over the last year. Notably the five-year annualised TSR loss of 10% per year compares very unfavourably with the recent share price performance. We generally put more weight on the long term performance over the short term, but the recent improvement could hint at a (positive) inflection point within the business. I find it very interesting to look at share price over the long term as a proxy for business performance. But to truly gain insight, we need to consider other information, too. To that end, you should learn about the 4 warning signs we've spotted with Applied Optoelectronics (including 1 which is a bit concerning) . Applied Optoelectronics is not the only stock insiders are buying. So take a peek at this free list of growing companies with insider buying. Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on American exchanges.What are the risks and opportunities for Applied Optoelectronics?NasdaqGM:AAOIApplied OptoelectronicsApplied Optoelectronics, Inc. designs, manufactures, and sells various fiber-optic networking products worldwide.Show moreView Full AnalysisRewardsTrading at 85% below our estimate of its fair valueRevenue is forecast to grow 31.54% per yearRisksHighly volatile share price over the past 3 monthsShareholders have been diluted in the past yearSignificant insider selling over the past 3 monthsCurrently unprofitable and not forecast to become profitable over the next 3 yearsView all Risks and RewardsShare PriceMarket Cap1Y ReturnView Company ReportFurther research onApplied OptoelectronicsValuationFinancial HealthInsider TradingManagement TeamHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.","news_type":1},"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":273145128657016,"gmtCreate":1707723679755,"gmtModify":1707723681113,"author":{"id":"4096015652742090","authorId":"4096015652742090","name":"日内瓦喷泉","avatar":"https://static.tigerbbs.com/44849e13a0d986c7c7f06335ba754d82","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/273145128657016","repostId":"2386411995","repostType":2,"repost":{"id":"2386411995","pubTimestamp":1701170021,"share":"https://www.laohu8.com/m/news/2386411995?lang=&edition=full","pubTime":"2023-11-28 19:13","market":"us","language":"en","title":"Applied Optoelectronics: 2024 Should Be Strong But Downgrading On Valuation","url":"https://stock-news.laohu8.com/highlight/detail?id=2386411995","media":"seekingalpha","summary":"After briefly dipping below $7 in late October, shares of Applied Optoelectronics Inc. have rallied by approximately 100% this month so far.With leading AI player and key customer Microsoft Corporatio","content":"<html><body><ul><li>After briefly dipping below $7 in late October, shares of <a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics Inc.</a> have rallied by approximately 100% this month so far.</li><li>With leading AI player and key customer Microsoft Corporation trading at new all-time highs, shares of Applied Optoelectronics are back in the spotlight again.</li><li>Earlier this month, AOI reported third quarter results and provided fourth quarter guidance largely in line with consensus expectations. However, this was below my projections for a beat-and-raise quarter.</li><li>In combination with some anticipated headwinds from decreasing 100G product revenue going forward and assumptions for the company repaying the March convertible note maturity with cash raised from ongoing open market sales, I have decided to revise my aggressive assumptions for next year.</li><li>Consequently, I am downgrading the company's shares from \"Strong Buy\" to \"Hold\" while decreasing my price target from $22.50 to $15.00.</li></ul><p><figure><picture><img height=\"864px\" loading=\"lazy\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1772548139/image_1772548139.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1772548139/image_1772548139.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1772548139/image_1772548139.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1772548139/image_1772548139.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1772548139/image_1772548139.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1772548139/image_1772548139.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1772548139/image_1772548139.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1772548139/image_1772548139.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1772548139/image_1772548139.jpg?io=getty-c-w240 240w\" width=\"1536px\"/></picture><figcaption><p>pingingz/iStock via Getty Images</p></figcaption></figure></p> <p><strong>Note:</strong></p> <p><em>I have covered <strong>Applied Optoelectronics, Inc.</strong> (<span>NASDAQ:AAOI</span>) previously, so investors should view this as an update to my earlier articles on the company.</em></p> <p>A little over two months ago, I urged investors to buy shares<span> of fiber-optic networking products provider Applied Optoelectronics, Inc. or \"AOI\" following a 40% retreat from its 52-week-high of $16.26 marked on August 24.</span></p> <p>While shares are up by close to 50% since that time, trading in the stock has been highly volatile. What at first appeared to be a well-timed call started to turn into a major nightmare over the month of October and I ultimately ended up being stopped out of a sizeable position at a major loss.</p> <p>However, after briefly dipping below $7 in late October, shares have regained their footing and rallied by approximately 100% this month so far, likely as a<span> result of renewed strength in leading AI player and key customer Microsoft Corporation (</span>MSFT<span>).</span></p> <p><figure contenteditable=\"false\"><picture><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/11/27/769697-17011235659600344.png\"/></span></picture><figcaption><p>Yahoo Finance</p></figcaption></figure></p> <p>Earlier this month, AOI reported third quarter results and provided fourth quarter guidance largely in line with expectations:</p> <p><figure contenteditable=\"false\"><picture><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/11/27/769697-17011236882968981.png\"/></span></picture><figcaption><p>Company Press Releases</p></figcaption></figure></p> <p>That said, free cash flow was negative - a whopping $18.6 million almost solely due to a more than 40% sequential increase in accounts receivable as a result of massive growth in the company's Datacenter segment:</p> <p><figure contenteditable=\"false\"><picture><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/11/27/769697-17011250220681455.png\"/></picture><figcaption><p>Company Press Releases</p></figcaption></figure></p> <p>In Q3, Datacenter revenues contributed almost 80% of total sales. Within the Datacenter segment, both the company's 100G and 400G products experienced strong growth with the older 100G technology surprisingly still contributing the lion's share, as outlined by management on the conference call:</p> <blockquote><p><em>In the third quarter, 74% of our data center revenue was from our 100G products, 13% was from our 200G and 400G transceiver products, and 7% was from our 40G transceiver products. Notably, revenue for our 100G products increased 75% sequentially, while revenue for our 400G products increased 74% sequentially and accounted for just under 11% of our total data center revenue in Q3.</em></p></blockquote> <p>To compensate for the material cash outflows, AOI continued to sell shares into the open market under its recently expanded Equity Distribution Agreement with Raymond James (RJF):</p> <p><figure contenteditable=\"false\"><picture><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/11/27/769697-17011261200300508.png\"/></picture><figcaption><p>Regulatory Filings / Q3 Conference Call Transcript</p></figcaption></figure></p> <p>While the ongoing open market sales are diluting existing shareholders, I would actually like to see the company taking advantage of the most recent rally and raise as much cash as possible in order to prepare for an upcoming $80.5 million convertible debt maturity on March 15.</p> <p>However, even full utilization of the remaining $26.8 million available under the current Equity Distribution Agreement won't be sufficient to repay the convertible notes but the company has sufficient authorized shares to allow for further upsizing of the agreement.</p> <p>In addition, a $19.0 million revolving credit facility with a Chinese bank is scheduled to mature on May 24.</p> <p>Please note that the company decided to terminate the proposed $150 million sale of its Chinese manufacturing facilities to Yuhan Optoelectronic Technology (Shanghai) Co. or \"Yuhan\" after the buyer's alleged failure to meet agreed-upon deadlines resulted in AOI losing confidence in Yuhan's ability to complete the transaction, according to statements made by management on the conference call.</p> <p>Currently, the company is exploring additional options with new potential buyers while concurrently pursuing a $3 million breakup fee from Yuhan.</p> <p>For the fourth quarter, the company expects 400G product contribution to increase, partially due to earlier-than-expected product shipments under the recently-announced supply agreements with core customer Microsoft Corporation (MSFT) for next generation lasers and active optical cables:</p> <blockquote> <p><em>As a reminder, as we have discussed on our prior couple of earnings calls, we signed two agreements with Microsoft earlier this year, including a development program to make next-generation lasers for its data center, both for 400G and beyond, and for the development of their 400G and next-generation active optical cables. While not guaranteed, we continue to believe that the revenue opportunity for our 400G and 800G products could be greater and a longer duration than the revenue contribution we saw from this customer during the peak of the 40G product cycle, which suggests that revenue from these products may exceed $300 million over the several years of these build-outs.</em></p> <p><em>During the quarter, we received requests from Microsoft to expedite our production ramp for these products, which we are attempting to accommodate. Based on these expedite requests, we believe demand for these products remains strong, and our production teams are working very hard to add capacity for this production, which we now expect will allow us to begin shipments later this month, rather than in late December as originally planned.</em></p> </blockquote> <p>With revenues under the new supply agreements with Microsoft likely to ramp over the course of 2024 and commercial shipments of the company's new 800G products also expected for next year, 2024 is likely to be a huge year for Applied Optoelectronics.</p> <p>However, these expectations are already very much reflected in current consensus estimates which call for an almost 60% year-over-year revenue increase and substantial profitability next year:</p> <p><figure contenteditable=\"false\"><picture><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/11/27/769697-17011314962214906.png\"/></span></picture><figcaption><p>Seeking Alpha</p></figcaption></figure></p> <p>Remember, my original investment thesis was based on even more aggressive growth and profitability assumptions as well as the convertible bonds being converted to equity at a conversion price of $17.55 per share in March.</p> <p>While still a distinct possibility, I have decided to take a more conservative stance and now expect the convertible notes to be repaid with cash raised from ongoing open market sales. In addition, I would assume the projected sales growth to require additional working capital.</p> <p>Depending on the average sales price, I wouldn't be surprised to see outstanding shares increasing by more than 25% to approximately 45 million by the end of Q1/2024.</p> <p>Please note also that the company's in-line quarter and guidance was below my beat-and-raise expectations. In addition, I was surprised by the revenue mix still being heavily-weighted towards legacy 100G technology which is likely to provide a headwind going forward.</p> <p>As a result, I am now projecting 2024 revenues of approximately $400 million and earnings per share (\"eps\") of $0.75 which is still above the high-end of current consensus expectations but substantially below my previous forecast for earnings potentially approaching $1.50 per share next year.</p> <p>Even when applying a P/E ratio more in line with industry peers of 20x my 2024 eps forecast, the resulting price target of $15 only provides for marginal upside from current share price levels.</p> <h2>Bottom Line</h2> <p>With leading AI player and key customer Microsoft's stock having rallied to new all-time highs in recent weeks, Applied Optoelectronics Inc.'s shares are red hot again.</p> <p>While I still expect 2024 to be a year of strong growth and meaningful profitability for AOI, the company's Q3 results and Q4 guidance came in below my aggressive expectations.</p> <p>In combination with some anticipated headwinds from decreasing 100G product revenue going forward and assumptions for the company repaying the March convertible note maturity with cash raised from ongoing open market sales, I have decided to revise my aggressive projections for next year.</p> <div></div> <p>Consequently, I am downgrading the company's shares from \"<em>Strong Buy</em>\" to \"<em>Hold</em>\" while decreasing my price target from $22.50 to $15.00.</p></body></html>","source":"seekingalpha","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>Applied Optoelectronics: 2024 Should Be Strong But Downgrading On Valuation</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApplied Optoelectronics: 2024 Should Be Strong But Downgrading On Valuation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-28 19:13 GMT+8 <a href=https://seekingalpha.com/article/4654536-applied-optoelectronics-stock-2024-should-be-strong-downgrading-on-valuation><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After briefly dipping below $7 in late October, shares of Applied Optoelectronics Inc. have rallied by approximately 100% this month so far.With leading AI player and key customer Microsoft ...</p>\n\n<a href=\"https://seekingalpha.com/article/4654536-applied-optoelectronics-stock-2024-should-be-strong-downgrading-on-valuation\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1772548139/image_1772548139.jpg","relate_stocks":{"IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4127":"投资银行业与经纪业","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4516":"特朗普概念","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","LU0082616367.USD":"摩根大通美国科技A(dist)","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4548":"巴美列捷福持仓","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","LU0171293334.USD":"贝莱德英国基金A2","BK4535":"淡马锡持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4538":"云计算","BK4527":"明星科技股","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4550":"红杉资本持仓","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4097":"系统软件","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","MSFT":"微软","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4504":"桥水持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","AAOI":"Applied Optoelectronics Inc.","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","RJF":"瑞杰金融"},"source_url":"https://seekingalpha.com/article/4654536-applied-optoelectronics-stock-2024-should-be-strong-downgrading-on-valuation","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2386411995","content_text":"After briefly dipping below $7 in late October, shares of Applied Optoelectronics Inc. have rallied by approximately 100% this month so far.With leading AI player and key customer Microsoft Corporation trading at new all-time highs, shares of Applied Optoelectronics are back in the spotlight again.Earlier this month, AOI reported third quarter results and provided fourth quarter guidance largely in line with consensus expectations. However, this was below my projections for a beat-and-raise quarter.In combination with some anticipated headwinds from decreasing 100G product revenue going forward and assumptions for the company repaying the March convertible note maturity with cash raised from ongoing open market sales, I have decided to revise my aggressive assumptions for next year.Consequently, I am downgrading the company's shares from \"Strong Buy\" to \"Hold\" while decreasing my price target from $22.50 to $15.00.pingingz/iStock via Getty Images Note: I have covered Applied Optoelectronics, Inc. (NASDAQ:AAOI) previously, so investors should view this as an update to my earlier articles on the company. A little over two months ago, I urged investors to buy shares of fiber-optic networking products provider Applied Optoelectronics, Inc. or \"AOI\" following a 40% retreat from its 52-week-high of $16.26 marked on August 24. While shares are up by close to 50% since that time, trading in the stock has been highly volatile. What at first appeared to be a well-timed call started to turn into a major nightmare over the month of October and I ultimately ended up being stopped out of a sizeable position at a major loss. However, after briefly dipping below $7 in late October, shares have regained their footing and rallied by approximately 100% this month so far, likely as a result of renewed strength in leading AI player and key customer Microsoft Corporation (MSFT). Yahoo Finance Earlier this month, AOI reported third quarter results and provided fourth quarter guidance largely in line with expectations: Company Press Releases That said, free cash flow was negative - a whopping $18.6 million almost solely due to a more than 40% sequential increase in accounts receivable as a result of massive growth in the company's Datacenter segment: Company Press Releases In Q3, Datacenter revenues contributed almost 80% of total sales. Within the Datacenter segment, both the company's 100G and 400G products experienced strong growth with the older 100G technology surprisingly still contributing the lion's share, as outlined by management on the conference call: In the third quarter, 74% of our data center revenue was from our 100G products, 13% was from our 200G and 400G transceiver products, and 7% was from our 40G transceiver products. Notably, revenue for our 100G products increased 75% sequentially, while revenue for our 400G products increased 74% sequentially and accounted for just under 11% of our total data center revenue in Q3. To compensate for the material cash outflows, AOI continued to sell shares into the open market under its recently expanded Equity Distribution Agreement with Raymond James (RJF): Regulatory Filings / Q3 Conference Call Transcript While the ongoing open market sales are diluting existing shareholders, I would actually like to see the company taking advantage of the most recent rally and raise as much cash as possible in order to prepare for an upcoming $80.5 million convertible debt maturity on March 15. However, even full utilization of the remaining $26.8 million available under the current Equity Distribution Agreement won't be sufficient to repay the convertible notes but the company has sufficient authorized shares to allow for further upsizing of the agreement. In addition, a $19.0 million revolving credit facility with a Chinese bank is scheduled to mature on May 24. Please note that the company decided to terminate the proposed $150 million sale of its Chinese manufacturing facilities to Yuhan Optoelectronic Technology (Shanghai) Co. or \"Yuhan\" after the buyer's alleged failure to meet agreed-upon deadlines resulted in AOI losing confidence in Yuhan's ability to complete the transaction, according to statements made by management on the conference call. Currently, the company is exploring additional options with new potential buyers while concurrently pursuing a $3 million breakup fee from Yuhan. For the fourth quarter, the company expects 400G product contribution to increase, partially due to earlier-than-expected product shipments under the recently-announced supply agreements with core customer Microsoft Corporation (MSFT) for next generation lasers and active optical cables: As a reminder, as we have discussed on our prior couple of earnings calls, we signed two agreements with Microsoft earlier this year, including a development program to make next-generation lasers for its data center, both for 400G and beyond, and for the development of their 400G and next-generation active optical cables. While not guaranteed, we continue to believe that the revenue opportunity for our 400G and 800G products could be greater and a longer duration than the revenue contribution we saw from this customer during the peak of the 40G product cycle, which suggests that revenue from these products may exceed $300 million over the several years of these build-outs. During the quarter, we received requests from Microsoft to expedite our production ramp for these products, which we are attempting to accommodate. Based on these expedite requests, we believe demand for these products remains strong, and our production teams are working very hard to add capacity for this production, which we now expect will allow us to begin shipments later this month, rather than in late December as originally planned. With revenues under the new supply agreements with Microsoft likely to ramp over the course of 2024 and commercial shipments of the company's new 800G products also expected for next year, 2024 is likely to be a huge year for Applied Optoelectronics. However, these expectations are already very much reflected in current consensus estimates which call for an almost 60% year-over-year revenue increase and substantial profitability next year: Seeking Alpha Remember, my original investment thesis was based on even more aggressive growth and profitability assumptions as well as the convertible bonds being converted to equity at a conversion price of $17.55 per share in March. While still a distinct possibility, I have decided to take a more conservative stance and now expect the convertible notes to be repaid with cash raised from ongoing open market sales. In addition, I would assume the projected sales growth to require additional working capital. Depending on the average sales price, I wouldn't be surprised to see outstanding shares increasing by more than 25% to approximately 45 million by the end of Q1/2024. Please note also that the company's in-line quarter and guidance was below my beat-and-raise expectations. In addition, I was surprised by the revenue mix still being heavily-weighted towards legacy 100G technology which is likely to provide a headwind going forward. As a result, I am now projecting 2024 revenues of approximately $400 million and earnings per share (\"eps\") of $0.75 which is still above the high-end of current consensus expectations but substantially below my previous forecast for earnings potentially approaching $1.50 per share next year. Even when applying a P/E ratio more in line with industry peers of 20x my 2024 eps forecast, the resulting price target of $15 only provides for marginal upside from current share price levels. Bottom Line With leading AI player and key customer Microsoft's stock having rallied to new all-time highs in recent weeks, Applied Optoelectronics Inc.'s shares are red hot again. While I still expect 2024 to be a year of strong growth and meaningful profitability for AOI, the company's Q3 results and Q4 guidance came in below my aggressive expectations. In combination with some anticipated headwinds from decreasing 100G product revenue going forward and assumptions for the company repaying the March convertible note maturity with cash raised from ongoing open market sales, I have decided to revise my aggressive projections for next year. Consequently, I am downgrading the company's shares from \"Strong Buy\" to \"Hold\" while decreasing my price target from $22.50 to $15.00.","news_type":1},"isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":251363931283496,"gmtCreate":1702405336609,"gmtModify":1702405338028,"author":{"id":"4096015652742090","authorId":"4096015652742090","name":"日内瓦喷泉","avatar":"https://static.tigerbbs.com/44849e13a0d986c7c7f06335ba754d82","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/251363931283496","repostId":"251321447407920","repostType":1,"repost":{"id":251321447407920,"gmtCreate":1702365889051,"gmtModify":1702365927790,"author":{"id":"212008496769156","authorId":"212008496769156","name":"捷克Jack","avatar":"https://static.tigerbbs.com/7cc48e563d37c21562541a2874ce20e4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"是的,我买了阿里巴巴","htmlText":"芒格大师已经走了, <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 的这笔投资可能是他最后时刻的“最不成功的投资”。 <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 割肉的时候,他也提了跟巴菲特割肉 <a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 一样的理由,“我不喜欢他的地理位置”。换句话说,他也是觉得,这家公司依然是被低估的。商业上的理由有很多,包括段永平大师也提到了“阿里学拼多多”,我认为核心是化繁为简,专注核心。其实仔细跟踪大厂的财报,你可以看到,已经在开始改变了。之所以还不是让投资者都“感同身受”,我觉得不仅仅是大环境的原因,也因为“大船掉头慢”。反过来想,如果已经在财报上体现出成功的改革,让散户都明明白白的看到,那还会是这个价格吗?之所以觉得这个位置可以建仓,主要取决于两个因素:估值和动量。估值上来讲,无论是倍数(multiples)还是现金流折现(DCF),都是显著的低估。倍数如果看PE,一个最大发展中国家的头部互联网公司仅10倍左右的PE,这得隐含了多少对未来倍数(P/E)预期风险考量?是中国人生意都不做了吗?还是要阿里的生意不断地平分给市场其他玩家? <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 更重要的是,Earning的部分大多都是淘宝生态产生,且反哺了其他几个不赚钱的业务板块。如果后面其他几个业务板块纷纷盈利,那这个倍数就更低了。因此,我倾向于“均值回归”,用老祖宗的话来说就是“风水轮流转”。现金流电商公司本来就是得天独厚。当前的","listText":"芒格大师已经走了, <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 的这笔投资可能是他最后时刻的“最不成功的投资”。 <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 割肉的时候,他也提了跟巴菲特割肉 <a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 一样的理由,“我不喜欢他的地理位置”。换句话说,他也是觉得,这家公司依然是被低估的。商业上的理由有很多,包括段永平大师也提到了“阿里学拼多多”,我认为核心是化繁为简,专注核心。其实仔细跟踪大厂的财报,你可以看到,已经在开始改变了。之所以还不是让投资者都“感同身受”,我觉得不仅仅是大环境的原因,也因为“大船掉头慢”。反过来想,如果已经在财报上体现出成功的改革,让散户都明明白白的看到,那还会是这个价格吗?之所以觉得这个位置可以建仓,主要取决于两个因素:估值和动量。估值上来讲,无论是倍数(multiples)还是现金流折现(DCF),都是显著的低估。倍数如果看PE,一个最大发展中国家的头部互联网公司仅10倍左右的PE,这得隐含了多少对未来倍数(P/E)预期风险考量?是中国人生意都不做了吗?还是要阿里的生意不断地平分给市场其他玩家? <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 更重要的是,Earning的部分大多都是淘宝生态产生,且反哺了其他几个不赚钱的业务板块。如果后面其他几个业务板块纷纷盈利,那这个倍数就更低了。因此,我倾向于“均值回归”,用老祖宗的话来说就是“风水轮流转”。现金流电商公司本来就是得天独厚。当前的","text":"芒格大师已经走了, $阿里巴巴(BABA)$ 的这笔投资可能是他最后时刻的“最不成功的投资”。 $阿里巴巴-SW(09988)$ 割肉的时候,他也提了跟巴菲特割肉 $台积电(TSM)$ 一样的理由,“我不喜欢他的地理位置”。换句话说,他也是觉得,这家公司依然是被低估的。商业上的理由有很多,包括段永平大师也提到了“阿里学拼多多”,我认为核心是化繁为简,专注核心。其实仔细跟踪大厂的财报,你可以看到,已经在开始改变了。之所以还不是让投资者都“感同身受”,我觉得不仅仅是大环境的原因,也因为“大船掉头慢”。反过来想,如果已经在财报上体现出成功的改革,让散户都明明白白的看到,那还会是这个价格吗?之所以觉得这个位置可以建仓,主要取决于两个因素:估值和动量。估值上来讲,无论是倍数(multiples)还是现金流折现(DCF),都是显著的低估。倍数如果看PE,一个最大发展中国家的头部互联网公司仅10倍左右的PE,这得隐含了多少对未来倍数(P/E)预期风险考量?是中国人生意都不做了吗?还是要阿里的生意不断地平分给市场其他玩家? $拼多多(PDD)$ $京东(JD)$ 更重要的是,Earning的部分大多都是淘宝生态产生,且反哺了其他几个不赚钱的业务板块。如果后面其他几个业务板块纷纷盈利,那这个倍数就更低了。因此,我倾向于“均值回归”,用老祖宗的话来说就是“风水轮流转”。现金流电商公司本来就是得天独厚。当前的","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/251321447407920","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":248136507388032,"gmtCreate":1701617991005,"gmtModify":1701617992330,"author":{"id":"4096015652742090","authorId":"4096015652742090","name":"日内瓦喷泉","avatar":"https://static.tigerbbs.com/44849e13a0d986c7c7f06335ba754d82","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/248136507388032","repostId":"244280230580512","repostType":1,"repost":{"id":244280230580512,"gmtCreate":1700653277003,"gmtModify":1700658713492,"author":{"id":"3513736945495657","authorId":"3513736945495657","name":"智通财经APP","avatar":"https://static.tigerbbs.com/16db7768af5d7e4361472f092e918510","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"拿下微软3亿美元大订单,被低估的应用光电(AAOI.US)是下一只“十倍股”?","htmlText":"ChatGPT掀起的AI热潮方兴未艾,一家美股上市公司应用光电(AAOI.US) <a href=\"https://laohu8.com/S/AAOI\">$Applied Optoelectronics Inc.(AAOI)$</a> 股价正悄然“蹿升”:早在今年6月公司股价就自低点强势反弹,11月以来更是从7-8美元附近上涨至13.33美元(截至11月21日收盘),月内涨幅高达80%。 从宏观层面来看,AI行业对算力需求的高速增长推动了光模块相关上市公司纷纷交出超预期的业绩“答卷”;而从公司层面来看,受益于大订单带动,公司业绩面明显改善,预计未来将持续保持增长势头。 消息面上,此前应用光电一度欲将包括中国子公司宁波环球广电在内的中国资产及业务出售给仕佳光子旗下的裕汉光电,但双方为收购案签署的SPA协议于9月终止。考虑到境内外资本市场运作的困难、今年宏观市场与AI行业的变化,应用光电或打算下一步联合中兴等合作伙伴,共同拓展在中国市场的光模块业务。而这一举措,无疑将为公司未来业绩贡献更多增量。 AI热潮推动光模块需求高增 之所以应用光电能够受到市场投资者青睐,主要是由于赛道和业绩的双重“加成”。 应用光电(Applied Optoelectronics)专注于设计和制造一系列光通信产品,包括数据中心光模块及服务器光连接产品等,业务范围涵盖高速光通信技术、数据中心互连、云计算和5G通信等领域。 据智通财经APP了解,光通信是以光波为载体的通信方式,目前已成为全球最主流的信息传输方式,而光模块是光通信系统物理层的基础构成单元之一,在5G光通信系统中光模块在系统设备中成本的占比可达50%-70%。 随着ChatGPT横空出世,AI行业持续火爆,对算力的需求也持续增加。以ChatGPT为例,ChatGPT的总算力消耗约为3640PF-days(每秒计算一千万亿次,需要计算3640天)","listText":"ChatGPT掀起的AI热潮方兴未艾,一家美股上市公司应用光电(AAOI.US) <a href=\"https://laohu8.com/S/AAOI\">$Applied Optoelectronics Inc.(AAOI)$</a> 股价正悄然“蹿升”:早在今年6月公司股价就自低点强势反弹,11月以来更是从7-8美元附近上涨至13.33美元(截至11月21日收盘),月内涨幅高达80%。 从宏观层面来看,AI行业对算力需求的高速增长推动了光模块相关上市公司纷纷交出超预期的业绩“答卷”;而从公司层面来看,受益于大订单带动,公司业绩面明显改善,预计未来将持续保持增长势头。 消息面上,此前应用光电一度欲将包括中国子公司宁波环球广电在内的中国资产及业务出售给仕佳光子旗下的裕汉光电,但双方为收购案签署的SPA协议于9月终止。考虑到境内外资本市场运作的困难、今年宏观市场与AI行业的变化,应用光电或打算下一步联合中兴等合作伙伴,共同拓展在中国市场的光模块业务。而这一举措,无疑将为公司未来业绩贡献更多增量。 AI热潮推动光模块需求高增 之所以应用光电能够受到市场投资者青睐,主要是由于赛道和业绩的双重“加成”。 应用光电(Applied Optoelectronics)专注于设计和制造一系列光通信产品,包括数据中心光模块及服务器光连接产品等,业务范围涵盖高速光通信技术、数据中心互连、云计算和5G通信等领域。 据智通财经APP了解,光通信是以光波为载体的通信方式,目前已成为全球最主流的信息传输方式,而光模块是光通信系统物理层的基础构成单元之一,在5G光通信系统中光模块在系统设备中成本的占比可达50%-70%。 随着ChatGPT横空出世,AI行业持续火爆,对算力的需求也持续增加。以ChatGPT为例,ChatGPT的总算力消耗约为3640PF-days(每秒计算一千万亿次,需要计算3640天)","text":"ChatGPT掀起的AI热潮方兴未艾,一家美股上市公司应用光电(AAOI.US) $Applied Optoelectronics Inc.(AAOI)$ 股价正悄然“蹿升”:早在今年6月公司股价就自低点强势反弹,11月以来更是从7-8美元附近上涨至13.33美元(截至11月21日收盘),月内涨幅高达80%。 从宏观层面来看,AI行业对算力需求的高速增长推动了光模块相关上市公司纷纷交出超预期的业绩“答卷”;而从公司层面来看,受益于大订单带动,公司业绩面明显改善,预计未来将持续保持增长势头。 消息面上,此前应用光电一度欲将包括中国子公司宁波环球广电在内的中国资产及业务出售给仕佳光子旗下的裕汉光电,但双方为收购案签署的SPA协议于9月终止。考虑到境内外资本市场运作的困难、今年宏观市场与AI行业的变化,应用光电或打算下一步联合中兴等合作伙伴,共同拓展在中国市场的光模块业务。而这一举措,无疑将为公司未来业绩贡献更多增量。 AI热潮推动光模块需求高增 之所以应用光电能够受到市场投资者青睐,主要是由于赛道和业绩的双重“加成”。 应用光电(Applied Optoelectronics)专注于设计和制造一系列光通信产品,包括数据中心光模块及服务器光连接产品等,业务范围涵盖高速光通信技术、数据中心互连、云计算和5G通信等领域。 据智通财经APP了解,光通信是以光波为载体的通信方式,目前已成为全球最主流的信息传输方式,而光模块是光通信系统物理层的基础构成单元之一,在5G光通信系统中光模块在系统设备中成本的占比可达50%-70%。 随着ChatGPT横空出世,AI行业持续火爆,对算力的需求也持续增加。以ChatGPT为例,ChatGPT的总算力消耗约为3640PF-days(每秒计算一千万亿次,需要计算3640天)","images":[{"img":"https://static.tigerbbs.com/de15b5704646d0f43466d95afb778def","width":"642","height":"276"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/244280230580512","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":226864247582792,"gmtCreate":1696394869089,"gmtModify":1696394870419,"author":{"id":"4096015652742090","authorId":"4096015652742090","name":"日内瓦喷泉","avatar":"https://static.tigerbbs.com/44849e13a0d986c7c7f06335ba754d82","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/226864247582792","repostId":"226789069946944","repostType":1,"repost":{"id":226789069946944,"gmtCreate":1696376493951,"gmtModify":1696379994182,"author":{"id":"3478213283465426","authorId":"3478213283465426","name":"美股投资网","avatar":"https://static.tigerbbs.com/a1bfd2cf1aa240d7058795c83d419510","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"美股一夜回到 “解放前”","htmlText":"今日摘要 美国大型科技股全数收跌, <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 跌3.66%, <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 跌2.82%; 美国10年期、30年期国债收益率双双刷新2007年以来的最高水平; 美债“投降式”被抛售; 热门中概股集体下跌,纳斯达克中国金龙指数跌2.24%; 英国监管机构将推动对亚马逊和微软云计算主导地位调查。 截至收盘,道琼斯指数跌1.29%,报33,002.38点,为今年3月份以来表现最差的一天,跌回去今年年初的起步价;标普500指数跌1.37%,报4,229.45点;纳斯达克综合指数跌1.87%,报13,059.47点。 原因是美国8月JOLTS职位空缺 961万人,远超预期的881万,较前值跳涨近70万,劳动力市场进一步收紧,坐实了投资者对美联储将面临更多压力在更长时间内维持更高利率的预期。 交易员对美联储在11月加息25个基点的押注小幅升至28%,对等到12月再加息的押注维持在39%。整体来说,认为今年不会再加息的概率约为54%,代表存在很大不确定性。 “恐慌指数”VIX盘中一度升破20关口,为今年5月份以来首次。由于周二的行情,道指抹平了今年全年的涨幅,转为累计下跌0.4%。与之相比,标普500指数还维持逾10%的年内涨幅,而纳指的累计涨幅约为25%。 美国国债20+年ETF-iShares(TLT) 被大量抛售,根据 美股大数据 追踪,机构交易员们大量做空 TLT 图片来源:StockWe.com <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/S/.SPX\">$标</a>","listText":"今日摘要 美国大型科技股全数收跌, <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 跌3.66%, <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 跌2.82%; 美国10年期、30年期国债收益率双双刷新2007年以来的最高水平; 美债“投降式”被抛售; 热门中概股集体下跌,纳斯达克中国金龙指数跌2.24%; 英国监管机构将推动对亚马逊和微软云计算主导地位调查。 截至收盘,道琼斯指数跌1.29%,报33,002.38点,为今年3月份以来表现最差的一天,跌回去今年年初的起步价;标普500指数跌1.37%,报4,229.45点;纳斯达克综合指数跌1.87%,报13,059.47点。 原因是美国8月JOLTS职位空缺 961万人,远超预期的881万,较前值跳涨近70万,劳动力市场进一步收紧,坐实了投资者对美联储将面临更多压力在更长时间内维持更高利率的预期。 交易员对美联储在11月加息25个基点的押注小幅升至28%,对等到12月再加息的押注维持在39%。整体来说,认为今年不会再加息的概率约为54%,代表存在很大不确定性。 “恐慌指数”VIX盘中一度升破20关口,为今年5月份以来首次。由于周二的行情,道指抹平了今年全年的涨幅,转为累计下跌0.4%。与之相比,标普500指数还维持逾10%的年内涨幅,而纳指的累计涨幅约为25%。 美国国债20+年ETF-iShares(TLT) 被大量抛售,根据 美股大数据 追踪,机构交易员们大量做空 TLT 图片来源:StockWe.com <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/S/.SPX\">$标</a>","text":"今日摘要 美国大型科技股全数收跌, $亚马逊(AMZN)$ 跌3.66%, $英伟达(NVDA)$ 跌2.82%; 美国10年期、30年期国债收益率双双刷新2007年以来的最高水平; 美债“投降式”被抛售; 热门中概股集体下跌,纳斯达克中国金龙指数跌2.24%; 英国监管机构将推动对亚马逊和微软云计算主导地位调查。 截至收盘,道琼斯指数跌1.29%,报33,002.38点,为今年3月份以来表现最差的一天,跌回去今年年初的起步价;标普500指数跌1.37%,报4,229.45点;纳斯达克综合指数跌1.87%,报13,059.47点。 原因是美国8月JOLTS职位空缺 961万人,远超预期的881万,较前值跳涨近70万,劳动力市场进一步收紧,坐实了投资者对美联储将面临更多压力在更长时间内维持更高利率的预期。 交易员对美联储在11月加息25个基点的押注小幅升至28%,对等到12月再加息的押注维持在39%。整体来说,认为今年不会再加息的概率约为54%,代表存在很大不确定性。 “恐慌指数”VIX盘中一度升破20关口,为今年5月份以来首次。由于周二的行情,道指抹平了今年全年的涨幅,转为累计下跌0.4%。与之相比,标普500指数还维持逾10%的年内涨幅,而纳指的累计涨幅约为25%。 美国国债20+年ETF-iShares(TLT) 被大量抛售,根据 美股大数据 追踪,机构交易员们大量做空 TLT 图片来源:StockWe.com $纳斯达克(.IXIC)$ $标","images":[{"img":"https://static.tigerbbs.com/a8c4c88a52a9d1263e35fd80b3dbfa0f","width":"1080","height":"686"},{"img":"https://static.tigerbbs.com/78e2533891c7837bb6c1c6a852411639","width":"1015","height":"462"},{"img":"https://static.tigerbbs.com/215a674d48cb0c1b6845766ca9052650","width":"1025","height":"646"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/226789069946944","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":223380383539304,"gmtCreate":1695505390351,"gmtModify":1695505391799,"author":{"id":"4096015652742090","authorId":"4096015652742090","name":"日内瓦喷泉","avatar":"https://static.tigerbbs.com/44849e13a0d986c7c7f06335ba754d82","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/223380383539304","repostId":"222503332519976","repostType":1,"repost":{"id":222503332519976,"gmtCreate":1695342115525,"gmtModify":1695342143620,"author":{"id":"3527667688472228","authorId":"3527667688472228","name":"ETF小帮手","avatar":"https://static.tigerbbs.com/087e050021c7db2ae39b1cb7515b694d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"ETF追踪 | “木头姐”深信:“降息之日”将是主题投资的“高光时刻”!","htmlText":"摘要:ARK Innovation ETF(ARKK)今年上涨了约 31%,ARK 下一代互联网 ETF ( ARKW ) 上涨 43%。方舟投资(ARK)CEO凯西·伍德表示,当美联储降息时,投资者将涌向专注于热门主题的基金。伍德正在通过一项新收购加大投资策略的创新力度。作为ARK投资管理公司的创始人,她表示,欧洲央行可能会在2024年开始降息,这将有利于她多年来一直青睐的策略类型。ARK投资管理公司收购了另一家交易所交易基金发行人Rize ETF Limited,以大举进军欧洲新兴的趋势驱动型投资市场。伍德周三在接受采访时表示:“我认为,我们正处于大幅加息的另一边,那次加息确实破坏了很多表现。”“这是最重要的。我们已经准备好迎接黄金时段了。”尽管伍德承认,随着全球各国央行上调利率以对抗通胀,她的ETF去年表现不佳,但到目前为止,她旗下的大多数基金在2023年都实现了两位数的回报。她的旗舰基金<a href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a>今年上涨了约31%。ARK下一代互联网ETF (ARKW)上涨了43%。她表示:“如果说有什么不同的话,那就是创新在困难时期会获得动力。”“我们的投资组合今年表现出色的原因——确实如此——是因为它们在日益艰难的环境中获得了更多的份额。一个接一个地,我们将重新赚钱——这一切都是关于收入增长和利润率扩大。”在周三的采访中,伍德还表示,美国汽车工人联合会(uaw)的罢工对ARK的核心投资<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>来说可能是一个积极的发展。根据数据,特斯拉是ARKK的最大持仓公司。虽然可能会出现更多的生产短缺,但伍德表示,消费者的偏好正在转向价格一直在下降的电动汽车。她认为,“特斯拉只是","listText":"摘要:ARK Innovation ETF(ARKK)今年上涨了约 31%,ARK 下一代互联网 ETF ( ARKW ) 上涨 43%。方舟投资(ARK)CEO凯西·伍德表示,当美联储降息时,投资者将涌向专注于热门主题的基金。伍德正在通过一项新收购加大投资策略的创新力度。作为ARK投资管理公司的创始人,她表示,欧洲央行可能会在2024年开始降息,这将有利于她多年来一直青睐的策略类型。ARK投资管理公司收购了另一家交易所交易基金发行人Rize ETF Limited,以大举进军欧洲新兴的趋势驱动型投资市场。伍德周三在接受采访时表示:“我认为,我们正处于大幅加息的另一边,那次加息确实破坏了很多表现。”“这是最重要的。我们已经准备好迎接黄金时段了。”尽管伍德承认,随着全球各国央行上调利率以对抗通胀,她的ETF去年表现不佳,但到目前为止,她旗下的大多数基金在2023年都实现了两位数的回报。她的旗舰基金<a href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a>今年上涨了约31%。ARK下一代互联网ETF (ARKW)上涨了43%。她表示:“如果说有什么不同的话,那就是创新在困难时期会获得动力。”“我们的投资组合今年表现出色的原因——确实如此——是因为它们在日益艰难的环境中获得了更多的份额。一个接一个地,我们将重新赚钱——这一切都是关于收入增长和利润率扩大。”在周三的采访中,伍德还表示,美国汽车工人联合会(uaw)的罢工对ARK的核心投资<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>来说可能是一个积极的发展。根据数据,特斯拉是ARKK的最大持仓公司。虽然可能会出现更多的生产短缺,但伍德表示,消费者的偏好正在转向价格一直在下降的电动汽车。她认为,“特斯拉只是","text":"摘要:ARK Innovation ETF(ARKK)今年上涨了约 31%,ARK 下一代互联网 ETF ( ARKW ) 上涨 43%。方舟投资(ARK)CEO凯西·伍德表示,当美联储降息时,投资者将涌向专注于热门主题的基金。伍德正在通过一项新收购加大投资策略的创新力度。作为ARK投资管理公司的创始人,她表示,欧洲央行可能会在2024年开始降息,这将有利于她多年来一直青睐的策略类型。ARK投资管理公司收购了另一家交易所交易基金发行人Rize ETF Limited,以大举进军欧洲新兴的趋势驱动型投资市场。伍德周三在接受采访时表示:“我认为,我们正处于大幅加息的另一边,那次加息确实破坏了很多表现。”“这是最重要的。我们已经准备好迎接黄金时段了。”尽管伍德承认,随着全球各国央行上调利率以对抗通胀,她的ETF去年表现不佳,但到目前为止,她旗下的大多数基金在2023年都实现了两位数的回报。她的旗舰基金$ARK Innovation ETF(ARKK)$今年上涨了约31%。ARK下一代互联网ETF (ARKW)上涨了43%。她表示:“如果说有什么不同的话,那就是创新在困难时期会获得动力。”“我们的投资组合今年表现出色的原因——确实如此——是因为它们在日益艰难的环境中获得了更多的份额。一个接一个地,我们将重新赚钱——这一切都是关于收入增长和利润率扩大。”在周三的采访中,伍德还表示,美国汽车工人联合会(uaw)的罢工对ARK的核心投资$特斯拉(TSLA)$来说可能是一个积极的发展。根据数据,特斯拉是ARKK的最大持仓公司。虽然可能会出现更多的生产短缺,但伍德表示,消费者的偏好正在转向价格一直在下降的电动汽车。她认为,“特斯拉只是","images":[{"img":"https://static.tigerbbs.com/ef1fae0bad3c205d14a383a29854f036","width":"1000","height":"1000"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/222503332519976","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":219314103242752,"gmtCreate":1694581030249,"gmtModify":1694581031478,"author":{"id":"4096015652742090","authorId":"4096015652742090","name":"日内瓦喷泉","avatar":"https://static.tigerbbs.com/44849e13a0d986c7c7f06335ba754d82","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/219314103242752","repostId":"210986166874152","repostType":1,"repost":{"id":210986166874152,"gmtCreate":1692529881857,"gmtModify":1692530230689,"author":{"id":"9000000000000038","authorId":"9000000000000038","name":"中文投资网","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"8月回调月,但这些股拥有反弹机会,或有翻倍回报","htmlText":"到目前为止,八月份对于股市而言是一个动荡的月份。美国股指在本月内均是下跌的走势,其估值也正从高位跌落。标普500指数本月下跌了4%,纳斯达克指数则下跌了约6%。美联储7月份会议纪要显示,为控制通胀可能需要进一步收紧政策,这加剧了投资者的担忧。其他地区的市场同样也放缓了,Vanguard富时全球除美指数在过去一个月内是走低的。Wells Fargo Investment Institute高级全球市场策略师Sameer Samana表示:“我们认为,股票市场最近的停滞是由于长期利率急剧上升、对经济放缓和持续通胀的担忧,以及盈利疲软所致。”她在周二的一份报告中表示,该公司预测标普500指数将回撤至“关键支撑水平”,分别为50日移动平均线和200日移动平均线,即4,433和4,112。Samana补充道:“投资者应保持守势,等待更好的风险回报权衡。”尽管如此,仍有一些人对标普500指数持乐观态度,该指数周三报收于4,404点左右。CNBC的市场策略师调查显示,给予该指数的年底最高目标点位为4,900点,目标中值为4,450点。投资公司Sanders Morris Harris的董事长George Ball预测标普500指数将达到5,000点。他在周一的一份报告中表示,即使利率超过5%,公司也将展现出“令人瞩目”的超过盈利预期的能力。他说:“投资者应该保持正常的股票、债券和现金比例,但他们应该从大盘股和FANG类科技巨头股票转向中盘科技股,这些股票的估值更有吸引力。”仍有上升潜力的股票对于那些寻找本月出现回调但仍有上涨潜力股票的人,CNBC Pro对标普500指数和Vanguard富时全球除美指数进行了筛选。入选的股票都在8月份出现了下跌,但其平均目标价至少仍有30%的上涨潜力,并且至少有一半的分析师给予买入评级。入选的美国科技股包括Block((SQ))、PayPal((PYPL","listText":"到目前为止,八月份对于股市而言是一个动荡的月份。美国股指在本月内均是下跌的走势,其估值也正从高位跌落。标普500指数本月下跌了4%,纳斯达克指数则下跌了约6%。美联储7月份会议纪要显示,为控制通胀可能需要进一步收紧政策,这加剧了投资者的担忧。其他地区的市场同样也放缓了,Vanguard富时全球除美指数在过去一个月内是走低的。Wells Fargo Investment Institute高级全球市场策略师Sameer Samana表示:“我们认为,股票市场最近的停滞是由于长期利率急剧上升、对经济放缓和持续通胀的担忧,以及盈利疲软所致。”她在周二的一份报告中表示,该公司预测标普500指数将回撤至“关键支撑水平”,分别为50日移动平均线和200日移动平均线,即4,433和4,112。Samana补充道:“投资者应保持守势,等待更好的风险回报权衡。”尽管如此,仍有一些人对标普500指数持乐观态度,该指数周三报收于4,404点左右。CNBC的市场策略师调查显示,给予该指数的年底最高目标点位为4,900点,目标中值为4,450点。投资公司Sanders Morris Harris的董事长George Ball预测标普500指数将达到5,000点。他在周一的一份报告中表示,即使利率超过5%,公司也将展现出“令人瞩目”的超过盈利预期的能力。他说:“投资者应该保持正常的股票、债券和现金比例,但他们应该从大盘股和FANG类科技巨头股票转向中盘科技股,这些股票的估值更有吸引力。”仍有上升潜力的股票对于那些寻找本月出现回调但仍有上涨潜力股票的人,CNBC Pro对标普500指数和Vanguard富时全球除美指数进行了筛选。入选的股票都在8月份出现了下跌,但其平均目标价至少仍有30%的上涨潜力,并且至少有一半的分析师给予买入评级。入选的美国科技股包括Block((SQ))、PayPal((PYPL","text":"到目前为止,八月份对于股市而言是一个动荡的月份。美国股指在本月内均是下跌的走势,其估值也正从高位跌落。标普500指数本月下跌了4%,纳斯达克指数则下跌了约6%。美联储7月份会议纪要显示,为控制通胀可能需要进一步收紧政策,这加剧了投资者的担忧。其他地区的市场同样也放缓了,Vanguard富时全球除美指数在过去一个月内是走低的。Wells Fargo Investment Institute高级全球市场策略师Sameer Samana表示:“我们认为,股票市场最近的停滞是由于长期利率急剧上升、对经济放缓和持续通胀的担忧,以及盈利疲软所致。”她在周二的一份报告中表示,该公司预测标普500指数将回撤至“关键支撑水平”,分别为50日移动平均线和200日移动平均线,即4,433和4,112。Samana补充道:“投资者应保持守势,等待更好的风险回报权衡。”尽管如此,仍有一些人对标普500指数持乐观态度,该指数周三报收于4,404点左右。CNBC的市场策略师调查显示,给予该指数的年底最高目标点位为4,900点,目标中值为4,450点。投资公司Sanders Morris Harris的董事长George Ball预测标普500指数将达到5,000点。他在周一的一份报告中表示,即使利率超过5%,公司也将展现出“令人瞩目”的超过盈利预期的能力。他说:“投资者应该保持正常的股票、债券和现金比例,但他们应该从大盘股和FANG类科技巨头股票转向中盘科技股,这些股票的估值更有吸引力。”仍有上升潜力的股票对于那些寻找本月出现回调但仍有上涨潜力股票的人,CNBC Pro对标普500指数和Vanguard富时全球除美指数进行了筛选。入选的股票都在8月份出现了下跌,但其平均目标价至少仍有30%的上涨潜力,并且至少有一半的分析师给予买入评级。入选的美国科技股包括Block((SQ))、PayPal((PYPL","images":[{"img":"https://static.tigerbbs.com/eb018d2192eb4152960f27ca0039eef0"},{"img":"https://static.tigerbbs.com/8d6d02b144224803b21bf8bdd2bc7c00"},{"img":"https://static.tigerbbs.com/1d7e572ef9784b6bb96fc4993e9a7844"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/210986166874152","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":184898903347256,"gmtCreate":1686180644000,"gmtModify":1686180645394,"author":{"id":"4096015652742090","authorId":"4096015652742090","name":"日内瓦喷泉","avatar":"https://static.tigerbbs.com/44849e13a0d986c7c7f06335ba754d82","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184898903347256","repostId":"1194912632","repostType":4,"repost":{"id":"1194912632","pubTimestamp":1685880709,"share":"https://www.laohu8.com/m/news/1194912632?lang=&edition=full","pubTime":"2023-06-04 20:11","market":"us","language":"zh","title":"债务上限延期后,美国发债潮要来了,将“吸干”万亿流动性?","url":"https://stock-news.laohu8.com/highlight/detail?id=1194912632","media":"华尔街见闻","summary":"过去40年“大宽松时代”的完全逆转。","content":"<html><head></head><body><p>作者:周晓雯</p><p style=\"text-align: justify;\">随着美国总统拜登签署暂缓债务上限法案,笼罩市场多时的担忧阴影也暂时散去,但为了充实TGA账户,财政部即将大量发债,这意味着更大的“麻烦”可能已在酝酿。</p><p style=\"text-align: justify;\">本周,华尔街大行警告了大量美债发行对于流动性、以及股票和债券的影响。</p><p style=\"text-align: justify;\">摩根大通Nikolaos Panigirtzoglou估计,发债将加剧QT,使股票表现下跌近5%;花期银行的估计显示,在如此大规模的流动性缩减后,标普500指数在两个月内的跌幅中值可能达到5.4%,高收益债券息差可能出现37个基点的震荡。</p><p style=\"text-align: justify;\">贝伦贝格多资产策略主管Ulrich Urbahn则直白称:</p><blockquote><strong>我们认为股市将会大幅下跌。</strong></blockquote><blockquote>由于流动性枯竭,波动性不会激增。我们面临着糟糕的市场内部因素、负面的领先指标和流动性下降,这些都不利于股市。</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/630d54ead14da16019b75232d2d57a87\" tg-width=\"640\" tg-height=\"344\"/></p><p style=\"text-align: justify;\">德意志银行利率策略师Steven Zeng在本周写道,通过票据供应激增而产生的国库现金余额可能导致银行准备金大幅减少,可能干扰美联储的量化紧缩政策。</p><p style=\"text-align: justify;\">华尔街“明星分析师”Michael Hartnett则在最新报告中表示,在全球央行QT以及美国财政部TGA账户补充下,全球未来3-4个月将减少超过1万亿美元流动性,可能接近1.5万亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c1e02554fc37e57021d86854d00eb04\" tg-width=\"640\" tg-height=\"230\"/></p><p style=\"text-align: justify;\">与此同时,美国财政部已接近“弹尽粮绝”,举债迫在眉睫。</p><p style=\"text-align: justify;\">数据显示,周四财政部的现金余额降至仅228.92亿美元,达到了2015年10月的水平。</p><p style=\"text-align: justify;\">财政部周五在一份声明中说,截至5月31日,财政部仅剩330亿美元的特别措施来帮助维持政府账单的支付。</p><p style=\"text-align: justify;\"><strong>今年6月美债到期规模为1863亿美元,下半年共有1.57万亿美元国债到期。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d1f94a47a7996c5bc4b1ff7564ab584\" tg-width=\"640\" tg-height=\"374\"/></p><p style=\"text-align: justify;\">彭博援引华尔街一些人士估计,<strong>到第三季度末,财政部的举债规模可能超过1万亿美元,大量流动性将会被“吸回”财政部。</strong></p><p style=\"text-align: justify;\">加上美联储QT政策,Panigirtzoglou预计流动性指标将以每年6%的速度下降,与过去10年大部分时间内的增长形成鲜明对比:</p><blockquote>这是一个非常大的流动性流失。我们很少看到这样的事情。<strong>只有在像雷曼危机这样严重的崩溃中,你才会看到这种收缩。</strong></blockquote><h2 style=\"text-align: start;\">谁会“接盘”?</h2><p style=\"text-align: justify;\">财政部举债的预期已然明朗,现在的问题是,谁会来接这个盘?</p><p style=\"text-align: justify;\">一般而言,短期国库券有各种各样的买家:<strong>银行、货币市场基金,以及家庭、养老基金和公司债券等“非银行”买家。</strong></p><p style=\"text-align: justify;\">彭博指出,目前银行对国库券的兴趣有限,它所能提供的收益不太可能与他们自身储备所获得的收益相竞争。</p><p style=\"text-align: justify;\">但即使银行不参与美债拍卖,其客户将存款转投美债也会对其造成损害。</p><p style=\"text-align: justify;\">花旗银行预计,<strong>银行储备可能在12周内减少5000亿美元。</strong></p><p style=\"text-align: justify;\">货币市场共同基金是较为理想的买家,因为他们将从自己的资金池中购买资产,从而保持银行准备金不变。他们历来是美债最主要的买家,但最近情况也发生了改变——他们更青睐美联储逆回购提供的更高收益率。</p><p style=\"text-align: justify;\">除此之外,无论哪家机构决定购买美国国债,<strong>预计都将通过清算银行存款来腾出资金,从而损害银行储备、加剧资本外逃,进而影响金融体系稳定。</strong></p><p style=\"text-align: justify;\">值得注意的是,<strong>在流动性骤然收紧的预期下,美联储6月加息的预期已经微弱</strong>——因为紧缩已经以另一种形式发生。</p><p style=\"text-align: justify;\">芝商所数据显示,目前市场预期美联储将在6月不加息的概率为74.7%,加息25基点的概率为25.3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c60475334579cd6cfabae310ec45941e\" tg-width=\"640\" tg-height=\"276\"/></p></body></html>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>债务上限延期后,美国发债潮要来了,将“吸干”万亿流动性?</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债务上限延期后,美国发债潮要来了,将“吸干”万亿流动性?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-04 20:11 北京时间 <a href=https://wallstreetcn.com/articles/3690285><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:周晓雯随着美国总统拜登签署暂缓债务上限法案,笼罩市场多时的担忧阴影也暂时散去,但为了充实TGA账户,财政部即将大量发债,这意味着更大的“麻烦”可能已在酝酿。本周,华尔街大行警告了大量美债发行对于流动性、以及股票和债券的影响。摩根大通Nikolaos Panigirtzoglou估计,发债将加剧QT,使股票表现下跌近5%;花期银行的估计显示,在如此大规模的流动性缩减后,标普500指数在两个月内...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3690285\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cfe8ba21c8b5ac2b562fdf822ed7fcb2","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3690285","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1194912632","content_text":"作者:周晓雯随着美国总统拜登签署暂缓债务上限法案,笼罩市场多时的担忧阴影也暂时散去,但为了充实TGA账户,财政部即将大量发债,这意味着更大的“麻烦”可能已在酝酿。本周,华尔街大行警告了大量美债发行对于流动性、以及股票和债券的影响。摩根大通Nikolaos Panigirtzoglou估计,发债将加剧QT,使股票表现下跌近5%;花期银行的估计显示,在如此大规模的流动性缩减后,标普500指数在两个月内的跌幅中值可能达到5.4%,高收益债券息差可能出现37个基点的震荡。贝伦贝格多资产策略主管Ulrich Urbahn则直白称:我们认为股市将会大幅下跌。由于流动性枯竭,波动性不会激增。我们面临着糟糕的市场内部因素、负面的领先指标和流动性下降,这些都不利于股市。德意志银行利率策略师Steven Zeng在本周写道,通过票据供应激增而产生的国库现金余额可能导致银行准备金大幅减少,可能干扰美联储的量化紧缩政策。华尔街“明星分析师”Michael Hartnett则在最新报告中表示,在全球央行QT以及美国财政部TGA账户补充下,全球未来3-4个月将减少超过1万亿美元流动性,可能接近1.5万亿美元。与此同时,美国财政部已接近“弹尽粮绝”,举债迫在眉睫。数据显示,周四财政部的现金余额降至仅228.92亿美元,达到了2015年10月的水平。财政部周五在一份声明中说,截至5月31日,财政部仅剩330亿美元的特别措施来帮助维持政府账单的支付。今年6月美债到期规模为1863亿美元,下半年共有1.57万亿美元国债到期。彭博援引华尔街一些人士估计,到第三季度末,财政部的举债规模可能超过1万亿美元,大量流动性将会被“吸回”财政部。加上美联储QT政策,Panigirtzoglou预计流动性指标将以每年6%的速度下降,与过去10年大部分时间内的增长形成鲜明对比:这是一个非常大的流动性流失。我们很少看到这样的事情。只有在像雷曼危机这样严重的崩溃中,你才会看到这种收缩。谁会“接盘”?财政部举债的预期已然明朗,现在的问题是,谁会来接这个盘?一般而言,短期国库券有各种各样的买家:银行、货币市场基金,以及家庭、养老基金和公司债券等“非银行”买家。彭博指出,目前银行对国库券的兴趣有限,它所能提供的收益不太可能与他们自身储备所获得的收益相竞争。但即使银行不参与美债拍卖,其客户将存款转投美债也会对其造成损害。花旗银行预计,银行储备可能在12周内减少5000亿美元。货币市场共同基金是较为理想的买家,因为他们将从自己的资金池中购买资产,从而保持银行准备金不变。他们历来是美债最主要的买家,但最近情况也发生了改变——他们更青睐美联储逆回购提供的更高收益率。除此之外,无论哪家机构决定购买美国国债,预计都将通过清算银行存款来腾出资金,从而损害银行储备、加剧资本外逃,进而影响金融体系稳定。值得注意的是,在流动性骤然收紧的预期下,美联储6月加息的预期已经微弱——因为紧缩已经以另一种形式发生。芝商所数据显示,目前市场预期美联储将在6月不加息的概率为74.7%,加息25基点的概率为25.3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":184898479673400,"gmtCreate":1686180540563,"gmtModify":1686180541953,"author":{"id":"4096015652742090","authorId":"4096015652742090","name":"日内瓦喷泉","avatar":"https://static.tigerbbs.com/44849e13a0d986c7c7f06335ba754d82","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184898479673400","repostId":"1103856726","repostType":4,"repost":{"id":"1103856726","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":1685955605,"share":"https://www.laohu8.com/m/news/1103856726?lang=&edition=full","pubTime":"2023-06-05 17:00","market":"us","language":"zh","title":"异动 | AI概念股普跌,C3.ai跌超4%;高管减持,爱彼迎下挫","url":"https://stock-news.laohu8.com/highlight/detail?id=1103856726","media":"老虎资讯综合","summary":"6月5日,美股指期货涨跌不一,道指期货涨0.17%,纳指期货跌0.20%,标普500指数期货涨0.02%。Palo Alto Networks盘前涨超5%,Dish Network跌超1%。Palo ","content":"<html><head></head><body><p>6月5日,美股指期货涨跌不一,道指期货涨0.17%,纳指期货跌0.20%,标普500指数期货涨0.02%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0470211027603b4fa52dcb77b1e0ed68\" title=\"\" tg-width=\"431\" tg-height=\"193\"/></p><p><a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>盘前涨超5%,Dish Network跌超1%。<a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>将取代Dish Network成为标普500指数成分股。</p><p><a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>、<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>盘前均涨超1%。消息面上,<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>和<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>正在就在阿尔及利亚开采天然气进行高级谈判,双方就开采天然气的谈判即将达成协议。</p><p>Day One Biopharmaceuticals Inc盘前涨超36%,Tovorafenib在儿科癌症2期研究中显示出 "持久反应 "。</p><p><a href=\"https://laohu8.com/S/ABNB\">爱彼迎</a>盘前跌近3%,董事售出35万股普通股股份。</p><p>AI概念股盘前普跌,<a href=\"https://laohu8.com/S/AI\">C3.ai</a>超4%,<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>跌超2%,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/PATH\">UiPath</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>跌超1%;</p><p><a href=\"https://laohu8.com/S/YJ\">云集</a>盘前跌近17%,Q1营收同比下滑48%。</p><p>Mallinckrodt盘前大跌20%,或将再次申请破产。</p><p></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>异动 | AI概念股普跌,C3.ai跌超4%;高管减持,爱彼迎下挫</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; 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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异动 | AI概念股普跌,C3.ai跌超4%;高管减持,爱彼迎下挫\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\">2023-06-05 17:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月5日,美股指期货涨跌不一,道指期货涨0.17%,纳指期货跌0.20%,标普500指数期货涨0.02%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0470211027603b4fa52dcb77b1e0ed68\" title=\"\" tg-width=\"431\" tg-height=\"193\"/></p><p><a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>盘前涨超5%,Dish Network跌超1%。<a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>将取代Dish Network成为标普500指数成分股。</p><p><a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>、<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>盘前均涨超1%。消息面上,<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>和<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>正在就在阿尔及利亚开采天然气进行高级谈判,双方就开采天然气的谈判即将达成协议。</p><p>Day One Biopharmaceuticals Inc盘前涨超36%,Tovorafenib在儿科癌症2期研究中显示出 "持久反应 "。</p><p><a href=\"https://laohu8.com/S/ABNB\">爱彼迎</a>盘前跌近3%,董事售出35万股普通股股份。</p><p>AI概念股盘前普跌,<a href=\"https://laohu8.com/S/AI\">C3.ai</a>超4%,<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>跌超2%,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/PATH\">UiPath</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>跌超1%;</p><p><a href=\"https://laohu8.com/S/YJ\">云集</a>盘前跌近17%,Q1营收同比下滑48%。</p><p>Mallinckrodt盘前大跌20%,或将再次申请破产。</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"BK4543":"AI","BK4561":"索罗斯持仓","BK4585":"ETF&股票定投概念","BK4505":"高瓴资本持仓","BK4528":"SaaS概念",".SPX":"S&P 500 Index","BK4588":"碎股",".IXIC":"NASDAQ Composite","BK4023":"应用软件","ABNB":"爱彼迎","BK4566":"资本集团","BK4587":"ChatGPT概念","BK4551":"寇图资本持仓","BK4142":"酒店、度假村与豪华游轮",".DJI":"道琼斯","BK4535":"淡马锡持仓","AI":"C3.ai, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103856726","content_text":"6月5日,美股指期货涨跌不一,道指期货涨0.17%,纳指期货跌0.20%,标普500指数期货涨0.02%。Palo Alto Networks盘前涨超5%,Dish Network跌超1%。Palo Alto Networks将取代Dish Network成为标普500指数成分股。埃克森美孚、雪佛龙盘前均涨超1%。消息面上,埃克森美孚和雪佛龙正在就在阿尔及利亚开采天然气进行高级谈判,双方就开采天然气的谈判即将达成协议。Day One Biopharmaceuticals Inc盘前涨超36%,Tovorafenib在儿科癌症2期研究中显示出 \"持久反应 \"。爱彼迎盘前跌近3%,董事售出35万股普通股股份。AI概念股盘前普跌,C3.ai超4%,Palantir跌超2%,英伟达、UiPath、AMD跌超1%;云集盘前跌近17%,Q1营收同比下滑48%。Mallinckrodt盘前大跌20%,或将再次申请破产。","news_type":1},"isVote":1,"tweetType":1,"viewCount":682,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":184898375086120,"gmtCreate":1686180492892,"gmtModify":1686180494308,"author":{"id":"4096015652742090","authorId":"4096015652742090","name":"日内瓦喷泉","avatar":"https://static.tigerbbs.com/44849e13a0d986c7c7f06335ba754d82","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184898375086120","repostId":"1109003669","repostType":4,"repost":{"id":"1109003669","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":1685950394,"share":"https://www.laohu8.com/m/news/1109003669?lang=&edition=full","pubTime":"2023-06-05 15:33","market":"us","language":"zh","title":"热点观察 | 英伟达遭顶级投资人减持,AI行情结束了?","url":"https://stock-news.laohu8.com/highlight/detail?id=1109003669","media":"老虎资讯综合","summary":"AI估值太高。","content":"<html><head></head><body><p>周一盘前,英伟达继续回调,截至发稿跌幅近2%。上周,我们见证了英伟达盘中突破一万亿美元市值的“盛景”,也见证了C3.ai的大涨大跌,人工智能行情的热潮,越来越让投资者躁动难耐。不过此时,一阵“冷风”吹了过来——老牌资管机构Edmond de Rothschild Asset Management被曝出正在减持英伟达。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53696c47cc48f4cd263bc35872af0c07\" title=\"\" tg-width=\"449\" tg-height=\"128\"/></p><p>该机构的全球首席投资官(CIO)Benjamin Melman透露,公司自2020年底以来一直超配英伟达,但目前已部分获利了结,现在所持头寸“要远远小得多”。<strong>减持的理由是“AI估值太高……如果(估值)继续增长,我们甚至会变得更加谨慎。”</strong></p><p>Edmond de Rothschild Asset Management的总部位于瑞士日内瓦,为拥有200多年历史的欧洲老牌金融世家罗斯柴尔德(Rothschild)家族所有。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9c465454ddd92ac8a46559ed6ed14a3\" title=\"\" tg-width=\"800\" tg-height=\"535\"/></p><p>与此同时,<strong>另外同样高位套现的还有被誉为“估值教父”的当代著名投资估值专家阿斯沃斯·达摩达兰。</strong></p><p>根据相关媒体报道,达摩达兰从2017年开始就投资了英伟达。5月30日,达摩达兰称,“直到今天早上英伟达还在我的投资组合里,最后把它剔除出投资组合,因为我无法承受这样的上涨,一周内市值就增加了3000亿美元,这是在挑战可持续价值的绝对极限。”</p><p>换句话说,<strong>达摩达兰清仓了英伟达。</strong></p><p>此外,著名的“木头姐”凯茜•伍德也对英伟达的估值表达了忧虑。她日前称,这家全球市值最高的芯片制造商“定价超前”。“自2014年以来,方舟投资一直认为英伟达比大多数其他芯片公司更早看到了人工智能的未来,现在我们相信它将继续为人工智能时代提供动力。然而,按照今年预期营收的25倍(市销率)计算,英伟达的定价还是走在曲线前面。”</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7aae5363894ef3cfb5072e1cd5479a86\" title=\"\" tg-width=\"1066\" tg-height=\"310\"/></p><p>更有说服力的是英伟达EVP、CFO Kress Colette于美国时间2023年5月30日持续出售公司股权。Kress Colette一共出售6124股英伟达股权,减持均价在400.254美元到417.79美元,一共套现约249万美元。</p><p><img src=\"https://static.tigerbbs.com/ec98f64c5bba4ee2af9f05198f61c781\" alt=\"\"/>虽然Kress Colette此番套现并不多,但象征意义更大。</p><p><strong>英伟达存在的“隐患”</strong></p><p>根据达摩达兰的预估,目前在人工智能芯片行业,英伟达市占率为80%,市场规模为250亿美元。即使十年之后该行业的规模达到3500亿,英伟达市占率达到100%,也不足以支撑目前英伟达的市值。</p><p><strong>营收远远不如阿里,市值却是后者的4倍!</strong>财报显示,截至2023年4月30日的季度,英伟达营收为71.9亿美元,较上年同期的82.88亿美元下降13%,较上一季度的60.51亿美元增长19%。而阿里巴巴上一季度的营收超303亿美元,净利润超32亿美元。</p><p>虽然英伟达的业绩趋势很好,但英伟达的营收和利润规模远远落后于腾讯与阿里,市值却已是腾讯的2.4倍,更是阿里的4.5倍。虽然人工智能的想象空间较为长远,但这样的反差依然令人感到惊讶。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cda0286dcf43ee76053436ed92fc3ff\" title=\"\" tg-width=\"1407\" tg-height=\"1908\"/></p><p>参考特斯拉,其巅峰的时刻市值也突破了万亿美元大关,让新能源汽车行业的估值得以重估,但是随着风口过后,特斯拉的股价一路大跌,跌幅最高超过了70%,目前英伟达可能面临和当时特斯拉一样的局面,但由于AI的风口仅仅只是开始,后续英伟达的走势较难判断,但头部投资者对此产生分歧已经是不争的现实。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/695549888e3f622455580acafe93a286\" title=\"\" tg-width=\"1407\" tg-height=\"1996\"/></p><p><strong>历史教训:暴涨与集中,往往带来泡沫</strong></p><p><strong>有华尔街最准分析师之称的美国银行策略师Michael Hartnett最新表示,人工智能领域处于“婴儿泡沫”时期,这是5月份主导市场的主题。</strong>而过去的泡沫总是以“宽松货币”开始,以加息结束。他援引了1999年的教训,当时互联网股的上涨和强劲的经济数据促使美联储重启货币紧缩政策,9个月后科技股泡沫破裂。</p><p style=\"text-align: justify;\">华尔街日报最新的分析文章称,考虑将资金投入AI领域的投资者,需要先有一点真正的智能。由ChatGPT引爆的AI炒作,正在迅速变成一个迷你泡沫。无需回顾太久远的历史,就能知道押注这类热门新主题,可以让投资组合有多快陷入冷冻状态。</p><p>同时,美股涨幅的“集中度”也越来越高。年初至今,苹果、特斯拉、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Meta、英伟达这七大科技股贡献了今年以来标普指数绝大部分涨幅,而这七只股票动态PE达到30.3倍,而剩下的493只股票只有15.9倍。</p><p>一季度美股反弹的广度“以某些指标衡量是有史以来最弱的”,领涨股票的数量是自1990年代以来最少的。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d2b0cfa7074dc46e5c961eb3363295d\" title=\"\" tg-width=\"928\" tg-height=\"708\"/></p><p>从历史上看,<strong>过于集中并不是好事,每每当美股由单一行业或者少数巨头主导后,往往会伴随一轮调整</strong>:</p><blockquote>1980年代能源板块占标普500指数的比重最高时达到26%,但伴随着油价的下跌,能源股独领风骚的时代被终结。</blockquote><blockquote>随后登场的是科技股,2000年科技股占标普500指数的比重飙升至30%以上,很快,网络泡沫破裂!</blockquote><p>综上所述,当英伟达被顶部投资者减持的时候,这未必是乐曲的终章,但真的很值得警惕。</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>热点观察 | 英伟达遭顶级投资人减持,AI行情结束了?</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热点观察 | 英伟达遭顶级投资人减持,AI行情结束了?\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\">2023-06-05 15:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一盘前,英伟达继续回调,截至发稿跌幅近2%。上周,我们见证了英伟达盘中突破一万亿美元市值的“盛景”,也见证了C3.ai的大涨大跌,人工智能行情的热潮,越来越让投资者躁动难耐。不过此时,一阵“冷风”吹了过来——老牌资管机构Edmond de Rothschild Asset Management被曝出正在减持英伟达。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53696c47cc48f4cd263bc35872af0c07\" title=\"\" tg-width=\"449\" tg-height=\"128\"/></p><p>该机构的全球首席投资官(CIO)Benjamin Melman透露,公司自2020年底以来一直超配英伟达,但目前已部分获利了结,现在所持头寸“要远远小得多”。<strong>减持的理由是“AI估值太高……如果(估值)继续增长,我们甚至会变得更加谨慎。”</strong></p><p>Edmond de Rothschild Asset Management的总部位于瑞士日内瓦,为拥有200多年历史的欧洲老牌金融世家罗斯柴尔德(Rothschild)家族所有。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9c465454ddd92ac8a46559ed6ed14a3\" title=\"\" tg-width=\"800\" tg-height=\"535\"/></p><p>与此同时,<strong>另外同样高位套现的还有被誉为“估值教父”的当代著名投资估值专家阿斯沃斯·达摩达兰。</strong></p><p>根据相关媒体报道,达摩达兰从2017年开始就投资了英伟达。5月30日,达摩达兰称,“直到今天早上英伟达还在我的投资组合里,最后把它剔除出投资组合,因为我无法承受这样的上涨,一周内市值就增加了3000亿美元,这是在挑战可持续价值的绝对极限。”</p><p>换句话说,<strong>达摩达兰清仓了英伟达。</strong></p><p>此外,著名的“木头姐”凯茜•伍德也对英伟达的估值表达了忧虑。她日前称,这家全球市值最高的芯片制造商“定价超前”。“自2014年以来,方舟投资一直认为英伟达比大多数其他芯片公司更早看到了人工智能的未来,现在我们相信它将继续为人工智能时代提供动力。然而,按照今年预期营收的25倍(市销率)计算,英伟达的定价还是走在曲线前面。”</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7aae5363894ef3cfb5072e1cd5479a86\" title=\"\" tg-width=\"1066\" tg-height=\"310\"/></p><p>更有说服力的是英伟达EVP、CFO Kress Colette于美国时间2023年5月30日持续出售公司股权。Kress Colette一共出售6124股英伟达股权,减持均价在400.254美元到417.79美元,一共套现约249万美元。</p><p><img src=\"https://static.tigerbbs.com/ec98f64c5bba4ee2af9f05198f61c781\" alt=\"\"/>虽然Kress Colette此番套现并不多,但象征意义更大。</p><p><strong>英伟达存在的“隐患”</strong></p><p>根据达摩达兰的预估,目前在人工智能芯片行业,英伟达市占率为80%,市场规模为250亿美元。即使十年之后该行业的规模达到3500亿,英伟达市占率达到100%,也不足以支撑目前英伟达的市值。</p><p><strong>营收远远不如阿里,市值却是后者的4倍!</strong>财报显示,截至2023年4月30日的季度,英伟达营收为71.9亿美元,较上年同期的82.88亿美元下降13%,较上一季度的60.51亿美元增长19%。而阿里巴巴上一季度的营收超303亿美元,净利润超32亿美元。</p><p>虽然英伟达的业绩趋势很好,但英伟达的营收和利润规模远远落后于腾讯与阿里,市值却已是腾讯的2.4倍,更是阿里的4.5倍。虽然人工智能的想象空间较为长远,但这样的反差依然令人感到惊讶。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cda0286dcf43ee76053436ed92fc3ff\" title=\"\" tg-width=\"1407\" tg-height=\"1908\"/></p><p>参考特斯拉,其巅峰的时刻市值也突破了万亿美元大关,让新能源汽车行业的估值得以重估,但是随着风口过后,特斯拉的股价一路大跌,跌幅最高超过了70%,目前英伟达可能面临和当时特斯拉一样的局面,但由于AI的风口仅仅只是开始,后续英伟达的走势较难判断,但头部投资者对此产生分歧已经是不争的现实。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/695549888e3f622455580acafe93a286\" title=\"\" tg-width=\"1407\" tg-height=\"1996\"/></p><p><strong>历史教训:暴涨与集中,往往带来泡沫</strong></p><p><strong>有华尔街最准分析师之称的美国银行策略师Michael Hartnett最新表示,人工智能领域处于“婴儿泡沫”时期,这是5月份主导市场的主题。</strong>而过去的泡沫总是以“宽松货币”开始,以加息结束。他援引了1999年的教训,当时互联网股的上涨和强劲的经济数据促使美联储重启货币紧缩政策,9个月后科技股泡沫破裂。</p><p style=\"text-align: justify;\">华尔街日报最新的分析文章称,考虑将资金投入AI领域的投资者,需要先有一点真正的智能。由ChatGPT引爆的AI炒作,正在迅速变成一个迷你泡沫。无需回顾太久远的历史,就能知道押注这类热门新主题,可以让投资组合有多快陷入冷冻状态。</p><p>同时,美股涨幅的“集中度”也越来越高。年初至今,苹果、特斯拉、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Meta、英伟达这七大科技股贡献了今年以来标普指数绝大部分涨幅,而这七只股票动态PE达到30.3倍,而剩下的493只股票只有15.9倍。</p><p>一季度美股反弹的广度“以某些指标衡量是有史以来最弱的”,领涨股票的数量是自1990年代以来最少的。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d2b0cfa7074dc46e5c961eb3363295d\" title=\"\" tg-width=\"928\" tg-height=\"708\"/></p><p>从历史上看,<strong>过于集中并不是好事,每每当美股由单一行业或者少数巨头主导后,往往会伴随一轮调整</strong>:</p><blockquote>1980年代能源板块占标普500指数的比重最高时达到26%,但伴随着油价的下跌,能源股独领风骚的时代被终结。</blockquote><blockquote>随后登场的是科技股,2000年科技股占标普500指数的比重飙升至30%以上,很快,网络泡沫破裂!</blockquote><p>综上所述,当英伟达被顶部投资者减持的时候,这未必是乐曲的终章,但真的很值得警惕。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7c5a6a288c815d47eb45d23205e2dff1","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109003669","content_text":"周一盘前,英伟达继续回调,截至发稿跌幅近2%。上周,我们见证了英伟达盘中突破一万亿美元市值的“盛景”,也见证了C3.ai的大涨大跌,人工智能行情的热潮,越来越让投资者躁动难耐。不过此时,一阵“冷风”吹了过来——老牌资管机构Edmond de Rothschild Asset Management被曝出正在减持英伟达。该机构的全球首席投资官(CIO)Benjamin Melman透露,公司自2020年底以来一直超配英伟达,但目前已部分获利了结,现在所持头寸“要远远小得多”。减持的理由是“AI估值太高……如果(估值)继续增长,我们甚至会变得更加谨慎。”Edmond de Rothschild Asset Management的总部位于瑞士日内瓦,为拥有200多年历史的欧洲老牌金融世家罗斯柴尔德(Rothschild)家族所有。与此同时,另外同样高位套现的还有被誉为“估值教父”的当代著名投资估值专家阿斯沃斯·达摩达兰。根据相关媒体报道,达摩达兰从2017年开始就投资了英伟达。5月30日,达摩达兰称,“直到今天早上英伟达还在我的投资组合里,最后把它剔除出投资组合,因为我无法承受这样的上涨,一周内市值就增加了3000亿美元,这是在挑战可持续价值的绝对极限。”换句话说,达摩达兰清仓了英伟达。此外,著名的“木头姐”凯茜•伍德也对英伟达的估值表达了忧虑。她日前称,这家全球市值最高的芯片制造商“定价超前”。“自2014年以来,方舟投资一直认为英伟达比大多数其他芯片公司更早看到了人工智能的未来,现在我们相信它将继续为人工智能时代提供动力。然而,按照今年预期营收的25倍(市销率)计算,英伟达的定价还是走在曲线前面。”更有说服力的是英伟达EVP、CFO Kress Colette于美国时间2023年5月30日持续出售公司股权。Kress Colette一共出售6124股英伟达股权,减持均价在400.254美元到417.79美元,一共套现约249万美元。虽然Kress Colette此番套现并不多,但象征意义更大。英伟达存在的“隐患”根据达摩达兰的预估,目前在人工智能芯片行业,英伟达市占率为80%,市场规模为250亿美元。即使十年之后该行业的规模达到3500亿,英伟达市占率达到100%,也不足以支撑目前英伟达的市值。营收远远不如阿里,市值却是后者的4倍!财报显示,截至2023年4月30日的季度,英伟达营收为71.9亿美元,较上年同期的82.88亿美元下降13%,较上一季度的60.51亿美元增长19%。而阿里巴巴上一季度的营收超303亿美元,净利润超32亿美元。虽然英伟达的业绩趋势很好,但英伟达的营收和利润规模远远落后于腾讯与阿里,市值却已是腾讯的2.4倍,更是阿里的4.5倍。虽然人工智能的想象空间较为长远,但这样的反差依然令人感到惊讶。参考特斯拉,其巅峰的时刻市值也突破了万亿美元大关,让新能源汽车行业的估值得以重估,但是随着风口过后,特斯拉的股价一路大跌,跌幅最高超过了70%,目前英伟达可能面临和当时特斯拉一样的局面,但由于AI的风口仅仅只是开始,后续英伟达的走势较难判断,但头部投资者对此产生分歧已经是不争的现实。历史教训:暴涨与集中,往往带来泡沫有华尔街最准分析师之称的美国银行策略师Michael Hartnett最新表示,人工智能领域处于“婴儿泡沫”时期,这是5月份主导市场的主题。而过去的泡沫总是以“宽松货币”开始,以加息结束。他援引了1999年的教训,当时互联网股的上涨和强劲的经济数据促使美联储重启货币紧缩政策,9个月后科技股泡沫破裂。华尔街日报最新的分析文章称,考虑将资金投入AI领域的投资者,需要先有一点真正的智能。由ChatGPT引爆的AI炒作,正在迅速变成一个迷你泡沫。无需回顾太久远的历史,就能知道押注这类热门新主题,可以让投资组合有多快陷入冷冻状态。同时,美股涨幅的“集中度”也越来越高。年初至今,苹果、特斯拉、微软、谷歌、亚马逊、Meta、英伟达这七大科技股贡献了今年以来标普指数绝大部分涨幅,而这七只股票动态PE达到30.3倍,而剩下的493只股票只有15.9倍。一季度美股反弹的广度“以某些指标衡量是有史以来最弱的”,领涨股票的数量是自1990年代以来最少的。从历史上看,过于集中并不是好事,每每当美股由单一行业或者少数巨头主导后,往往会伴随一轮调整:1980年代能源板块占标普500指数的比重最高时达到26%,但伴随着油价的下跌,能源股独领风骚的时代被终结。随后登场的是科技股,2000年科技股占标普500指数的比重飙升至30%以上,很快,网络泡沫破裂!综上所述,当英伟达被顶部投资者减持的时候,这未必是乐曲的终章,但真的很值得警惕。","news_type":1},"isVote":1,"tweetType":1,"viewCount":637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":184898028970136,"gmtCreate":1686180489319,"gmtModify":1686180490806,"author":{"id":"4096015652742090","authorId":"4096015652742090","name":"日内瓦喷泉","avatar":"https://static.tigerbbs.com/44849e13a0d986c7c7f06335ba754d82","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184898028970136","repostId":"1109003669","repostType":4,"isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":182391504810016,"gmtCreate":1685537786926,"gmtModify":1685537789097,"author":{"id":"4096015652742090","authorId":"4096015652742090","name":"日内瓦喷泉","avatar":"https://static.tigerbbs.com/44849e13a0d986c7c7f06335ba754d82","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/182391504810016","repostId":"2339540762","repostType":4,"repost":{"id":"2339540762","pubTimestamp":1685516036,"share":"https://www.laohu8.com/m/news/2339540762?lang=&edition=full","pubTime":"2023-05-31 14:53","market":"us","language":"zh","title":"AI热潮不只有英伟达,木头姐:软件股是下一个目标","url":"https://stock-news.laohu8.com/highlight/detail?id=2339540762","media":"智通财经","summary":"方舟投资管理公司(Ark Investment Management)首席执行官凯茜•伍德(Cathie Wood)周三表示,软件供应商将是下一个搭上由英伟达(NVDA.US)推动的人工智能热潮的人。","content":"<html><head></head><body><p>方舟投资管理公司(Ark Investment Management)首席执行官凯茜•伍德(Cathie Wood)周三表示,软件供应商将是下一个搭上由<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)推动的人工智能热潮的人。她称:“我们正在寻找那些软件供应商,他们现在实际上和我们第一次买入英伟达时一样。虽然随着时间的推移,英伟达有望取得好成绩,但方舟基金正在迈向下一个目标。”</p><p>据了解,方舟旗舰基金<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>在今年1月减持了英伟达的股票,错失了让这家芯片制造商市值短暂突破1万亿美元的史诗般的涨势。对此,伍德为自己抛售英伟达股票的决定进行了辩护,称其对计算机芯片行业的繁荣-萧条周期感到担忧,并称其“定价超前”。</p><p>相反,伍德把赌注押在了软件类股上,她预计这些股票最终会增长到英伟达的规模,并以<a href=\"https://laohu8.com/S/PATH\">UiPath</a>、Twilio和Teladoc Health为例,伍德的基金持有这三只股票。</p><p>伍德表示:“英伟达每销售1美元的硬件,软件提供商和SaaS提供商将获得8美元的收入。”</p><p>据悉,伍德押注的是三家已远低于高点的公司。其中总部位于纽约的UiPath在2021年上市后涨至每股85美元以上,此后下跌了约80%。此外,总部位于旧金山的Twilio从2021年的峰值下跌了85%,及Teladoc Health从同年的高点下跌了90%以上。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/991e05c5846cb7dcf5b503aecd4e2c2c\" tg-width=\"1079\" tg-height=\"608\"/></p><p>最后,伍德重申,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>是“最大的人工智能游戏”,并预计该公司股价会因其自动驾驶技术从目前的200美元左右升至2027年的2000美元。</p><p>伍德表示:“我们相信,到2038年,全球自动驾驶出租车平台将从几乎为零的水平创造10万亿美元的收入。很多人认为特斯拉是一只汽车股。我们不这么认为,我们认为它远不止于此。”</p><p>值得一提的是,Ark Innovation ETF自2月初的峰值以来已经下跌了10%以上,而同期纳斯达克100指数则上涨了12%。</p></body></html>","source":"stock_zhitongcaijing","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\" 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Wood)周三表示,软件供应商将是下一个搭上由英伟达(NVDA.US)推动的人工智能热潮的人。她称:“我们正在寻找那些软件供应商,他们现在实际上和我们第一次买入英伟达时一样。虽然随着时间的推移,英伟达有望取得好成绩,但方舟基金正在迈向下一个目标。”据了解,方舟旗舰基金ARK ...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/938213.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4567":"ESG概念","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4534":"瑞士信贷持仓","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) 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DIS"},"source_url":"http://www.zhitongcaijing.com/content/detail/938213.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2339540762","content_text":"方舟投资管理公司(Ark Investment Management)首席执行官凯茜•伍德(Cathie Wood)周三表示,软件供应商将是下一个搭上由英伟达(NVDA.US)推动的人工智能热潮的人。她称:“我们正在寻找那些软件供应商,他们现在实际上和我们第一次买入英伟达时一样。虽然随着时间的推移,英伟达有望取得好成绩,但方舟基金正在迈向下一个目标。”据了解,方舟旗舰基金ARK Innovation ETF在今年1月减持了英伟达的股票,错失了让这家芯片制造商市值短暂突破1万亿美元的史诗般的涨势。对此,伍德为自己抛售英伟达股票的决定进行了辩护,称其对计算机芯片行业的繁荣-萧条周期感到担忧,并称其“定价超前”。相反,伍德把赌注押在了软件类股上,她预计这些股票最终会增长到英伟达的规模,并以UiPath、Twilio和Teladoc Health为例,伍德的基金持有这三只股票。伍德表示:“英伟达每销售1美元的硬件,软件提供商和SaaS提供商将获得8美元的收入。”据悉,伍德押注的是三家已远低于高点的公司。其中总部位于纽约的UiPath在2021年上市后涨至每股85美元以上,此后下跌了约80%。此外,总部位于旧金山的Twilio从2021年的峰值下跌了85%,及Teladoc Health从同年的高点下跌了90%以上。最后,伍德重申,特斯拉是“最大的人工智能游戏”,并预计该公司股价会因其自动驾驶技术从目前的200美元左右升至2027年的2000美元。伍德表示:“我们相信,到2038年,全球自动驾驶出租车平台将从几乎为零的水平创造10万亿美元的收入。很多人认为特斯拉是一只汽车股。我们不这么认为,我们认为它远不止于此。”值得一提的是,Ark Innovation ETF自2月初的峰值以来已经下跌了10%以上,而同期纳斯达克100指数则上涨了12%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":315315172663600,"gmtCreate":1718012217061,"gmtModify":1718012218493,"author":{"id":"4096015652742090","authorId":"4096015652742090","name":"日内瓦喷泉","avatar":"https://static.tigerbbs.com/44849e13a0d986c7c7f06335ba754d82","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315315172663600","repostId":"287263576125696","repostType":1,"repost":{"id":287263576125696,"gmtCreate":1711161630188,"gmtModify":1711179060071,"author":{"id":"3478213283465426","authorId":"3478213283465426","name":"美股投资网","avatar":"https://static.tigerbbs.com/a1bfd2cf1aa240d7058795c83d419510","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"除了英伟达,这4家AI相关的软硬件公司必买!","htmlText":"\n \n \n 错过英伟达,没关系,因为AI要做大做强,必须依赖十几家软硬件公司一起配合,才能发挥作用,单靠英伟达是不行的。 今天的视频再次干货满满,将深入分析围绕AI周边的几家软硬件好公司,我们将从市场需求、技术创新、竞争格局等多个维度出发,全面分析这些企业的投资价值和发展前景,保证让你收获财富之余,也增长了见闻。 AI的崛起并不仅仅局限于几家龙头企业,谷歌 META 英伟达等,随着技术的不断发展和应用场景的拓宽,AI周边软硬件市场正呈现出爆发式增长的态势。 服务器冷却系统提供商<a href=\"https://laohu8.com/S/VRT\">$Vertiv Holdings LLC(VRT)$</a> 它专注于为数据中心、通信网络等设施提供冷却方案。随着AI训练和推理过程需要强大的计算机,使用越来越多的AI服务器,这会导致服务器产生大量热量,如果散热不佳,服务器性能将下降,甚至可能损坏。因此,高效的冷却系统是确保AI应用稳定运行的关键。 这就是为什么我们选Vertiv的产品,因为对散热的需求急剧增加。 本周在英伟达的GTC大会上,该公司发布了最新的Blackwell GPU,这款GPU具备出色的性能,但同样伴随着更高的功耗挑战。 当CEO黄仁勋被问及关于其最新GPU日益增长的电力需求时,他表现出了充分的信心,强调电力、冷却或电力输送的需求不断增长并不会成为问题。这份信心的背后,离不开与VRT等冷却系统提供商的紧密合作。 接下来我们对VRT前景的详细分析: 首先,VRT在2023年取得了强劲的业绩,第四季度销售额增长12%,全年订单同比增长23%。这些业绩数据表明,VRT的业务正在稳步增长,并且有能力应对市场的挑战。随着全球对数据中心解决方案的需求持续增加,VRT有望继续保持这种增长势头。 VRT是数据中心热管理领域的市场领导者。据该公司 2023 年投资者大会的报道:\" 随\n \n","listText":"错过英伟达,没关系,因为AI要做大做强,必须依赖十几家软硬件公司一起配合,才能发挥作用,单靠英伟达是不行的。 今天的视频再次干货满满,将深入分析围绕AI周边的几家软硬件好公司,我们将从市场需求、技术创新、竞争格局等多个维度出发,全面分析这些企业的投资价值和发展前景,保证让你收获财富之余,也增长了见闻。 AI的崛起并不仅仅局限于几家龙头企业,谷歌 META 英伟达等,随着技术的不断发展和应用场景的拓宽,AI周边软硬件市场正呈现出爆发式增长的态势。 服务器冷却系统提供商<a href=\"https://laohu8.com/S/VRT\">$Vertiv Holdings LLC(VRT)$</a> 它专注于为数据中心、通信网络等设施提供冷却方案。随着AI训练和推理过程需要强大的计算机,使用越来越多的AI服务器,这会导致服务器产生大量热量,如果散热不佳,服务器性能将下降,甚至可能损坏。因此,高效的冷却系统是确保AI应用稳定运行的关键。 这就是为什么我们选Vertiv的产品,因为对散热的需求急剧增加。 本周在英伟达的GTC大会上,该公司发布了最新的Blackwell GPU,这款GPU具备出色的性能,但同样伴随着更高的功耗挑战。 当CEO黄仁勋被问及关于其最新GPU日益增长的电力需求时,他表现出了充分的信心,强调电力、冷却或电力输送的需求不断增长并不会成为问题。这份信心的背后,离不开与VRT等冷却系统提供商的紧密合作。 接下来我们对VRT前景的详细分析: 首先,VRT在2023年取得了强劲的业绩,第四季度销售额增长12%,全年订单同比增长23%。这些业绩数据表明,VRT的业务正在稳步增长,并且有能力应对市场的挑战。随着全球对数据中心解决方案的需求持续增加,VRT有望继续保持这种增长势头。 VRT是数据中心热管理领域的市场领导者。据该公司 2023 年投资者大会的报道:\" 随","text":"错过英伟达,没关系,因为AI要做大做强,必须依赖十几家软硬件公司一起配合,才能发挥作用,单靠英伟达是不行的。 今天的视频再次干货满满,将深入分析围绕AI周边的几家软硬件好公司,我们将从市场需求、技术创新、竞争格局等多个维度出发,全面分析这些企业的投资价值和发展前景,保证让你收获财富之余,也增长了见闻。 AI的崛起并不仅仅局限于几家龙头企业,谷歌 META 英伟达等,随着技术的不断发展和应用场景的拓宽,AI周边软硬件市场正呈现出爆发式增长的态势。 服务器冷却系统提供商$Vertiv Holdings LLC(VRT)$ 它专注于为数据中心、通信网络等设施提供冷却方案。随着AI训练和推理过程需要强大的计算机,使用越来越多的AI服务器,这会导致服务器产生大量热量,如果散热不佳,服务器性能将下降,甚至可能损坏。因此,高效的冷却系统是确保AI应用稳定运行的关键。 这就是为什么我们选Vertiv的产品,因为对散热的需求急剧增加。 本周在英伟达的GTC大会上,该公司发布了最新的Blackwell GPU,这款GPU具备出色的性能,但同样伴随着更高的功耗挑战。 当CEO黄仁勋被问及关于其最新GPU日益增长的电力需求时,他表现出了充分的信心,强调电力、冷却或电力输送的需求不断增长并不会成为问题。这份信心的背后,离不开与VRT等冷却系统提供商的紧密合作。 接下来我们对VRT前景的详细分析: 首先,VRT在2023年取得了强劲的业绩,第四季度销售额增长12%,全年订单同比增长23%。这些业绩数据表明,VRT的业务正在稳步增长,并且有能力应对市场的挑战。随着全球对数据中心解决方案的需求持续增加,VRT有望继续保持这种增长势头。 VRT是数据中心热管理领域的市场领导者。据该公司 2023 年投资者大会的报道:\" 随","images":[{"img":"https://static.tigerbbs.com/a93e2e42a0fdc78f5ed79291e43689db","width":"580","height":"446"},{"img":"https://static.tigerbbs.com/72ea53ddb6b254d5e5a1feb9ceee7f0c","width":"813","height":"331"},{"img":"https://static.tigerbbs.com/5d9df277966f635e3386e43261194a6f","width":"640","height":"354"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/287263576125696","isVote":1,"tweetType":2,"object":{"id":"f1ea1a859aed47a083028947947dba64","tweetId":"287263576125696","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/9771d0e61397757887464662869/SzMlRSeegAoA.mp4","poster":"https://static.tigerbbs.com/3bf8e32a9d57b09e64b4b184e2d7ded8"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":31,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314546940604496,"gmtCreate":1717826156641,"gmtModify":1717826158197,"author":{"id":"4096015652742090","authorId":"4096015652742090","name":"日内瓦喷泉","avatar":"https://static.tigerbbs.com/44849e13a0d986c7c7f06335ba754d82","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314546940604496","repostId":"287263576125696","repostType":1,"repost":{"id":287263576125696,"gmtCreate":1711161630188,"gmtModify":1711179060071,"author":{"id":"3478213283465426","authorId":"3478213283465426","name":"美股投资网","avatar":"https://static.tigerbbs.com/a1bfd2cf1aa240d7058795c83d419510","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"除了英伟达,这4家AI相关的软硬件公司必买!","htmlText":"\n \n \n 错过英伟达,没关系,因为AI要做大做强,必须依赖十几家软硬件公司一起配合,才能发挥作用,单靠英伟达是不行的。 今天的视频再次干货满满,将深入分析围绕AI周边的几家软硬件好公司,我们将从市场需求、技术创新、竞争格局等多个维度出发,全面分析这些企业的投资价值和发展前景,保证让你收获财富之余,也增长了见闻。 AI的崛起并不仅仅局限于几家龙头企业,谷歌 META 英伟达等,随着技术的不断发展和应用场景的拓宽,AI周边软硬件市场正呈现出爆发式增长的态势。 服务器冷却系统提供商<a href=\"https://laohu8.com/S/VRT\">$Vertiv Holdings LLC(VRT)$</a> 它专注于为数据中心、通信网络等设施提供冷却方案。随着AI训练和推理过程需要强大的计算机,使用越来越多的AI服务器,这会导致服务器产生大量热量,如果散热不佳,服务器性能将下降,甚至可能损坏。因此,高效的冷却系统是确保AI应用稳定运行的关键。 这就是为什么我们选Vertiv的产品,因为对散热的需求急剧增加。 本周在英伟达的GTC大会上,该公司发布了最新的Blackwell GPU,这款GPU具备出色的性能,但同样伴随着更高的功耗挑战。 当CEO黄仁勋被问及关于其最新GPU日益增长的电力需求时,他表现出了充分的信心,强调电力、冷却或电力输送的需求不断增长并不会成为问题。这份信心的背后,离不开与VRT等冷却系统提供商的紧密合作。 接下来我们对VRT前景的详细分析: 首先,VRT在2023年取得了强劲的业绩,第四季度销售额增长12%,全年订单同比增长23%。这些业绩数据表明,VRT的业务正在稳步增长,并且有能力应对市场的挑战。随着全球对数据中心解决方案的需求持续增加,VRT有望继续保持这种增长势头。 VRT是数据中心热管理领域的市场领导者。据该公司 2023 年投资者大会的报道:\" 随\n \n","listText":"错过英伟达,没关系,因为AI要做大做强,必须依赖十几家软硬件公司一起配合,才能发挥作用,单靠英伟达是不行的。 今天的视频再次干货满满,将深入分析围绕AI周边的几家软硬件好公司,我们将从市场需求、技术创新、竞争格局等多个维度出发,全面分析这些企业的投资价值和发展前景,保证让你收获财富之余,也增长了见闻。 AI的崛起并不仅仅局限于几家龙头企业,谷歌 META 英伟达等,随着技术的不断发展和应用场景的拓宽,AI周边软硬件市场正呈现出爆发式增长的态势。 服务器冷却系统提供商<a href=\"https://laohu8.com/S/VRT\">$Vertiv Holdings LLC(VRT)$</a> 它专注于为数据中心、通信网络等设施提供冷却方案。随着AI训练和推理过程需要强大的计算机,使用越来越多的AI服务器,这会导致服务器产生大量热量,如果散热不佳,服务器性能将下降,甚至可能损坏。因此,高效的冷却系统是确保AI应用稳定运行的关键。 这就是为什么我们选Vertiv的产品,因为对散热的需求急剧增加。 本周在英伟达的GTC大会上,该公司发布了最新的Blackwell GPU,这款GPU具备出色的性能,但同样伴随着更高的功耗挑战。 当CEO黄仁勋被问及关于其最新GPU日益增长的电力需求时,他表现出了充分的信心,强调电力、冷却或电力输送的需求不断增长并不会成为问题。这份信心的背后,离不开与VRT等冷却系统提供商的紧密合作。 接下来我们对VRT前景的详细分析: 首先,VRT在2023年取得了强劲的业绩,第四季度销售额增长12%,全年订单同比增长23%。这些业绩数据表明,VRT的业务正在稳步增长,并且有能力应对市场的挑战。随着全球对数据中心解决方案的需求持续增加,VRT有望继续保持这种增长势头。 VRT是数据中心热管理领域的市场领导者。据该公司 2023 年投资者大会的报道:\" 随","text":"错过英伟达,没关系,因为AI要做大做强,必须依赖十几家软硬件公司一起配合,才能发挥作用,单靠英伟达是不行的。 今天的视频再次干货满满,将深入分析围绕AI周边的几家软硬件好公司,我们将从市场需求、技术创新、竞争格局等多个维度出发,全面分析这些企业的投资价值和发展前景,保证让你收获财富之余,也增长了见闻。 AI的崛起并不仅仅局限于几家龙头企业,谷歌 META 英伟达等,随着技术的不断发展和应用场景的拓宽,AI周边软硬件市场正呈现出爆发式增长的态势。 服务器冷却系统提供商$Vertiv Holdings LLC(VRT)$ 它专注于为数据中心、通信网络等设施提供冷却方案。随着AI训练和推理过程需要强大的计算机,使用越来越多的AI服务器,这会导致服务器产生大量热量,如果散热不佳,服务器性能将下降,甚至可能损坏。因此,高效的冷却系统是确保AI应用稳定运行的关键。 这就是为什么我们选Vertiv的产品,因为对散热的需求急剧增加。 本周在英伟达的GTC大会上,该公司发布了最新的Blackwell GPU,这款GPU具备出色的性能,但同样伴随着更高的功耗挑战。 当CEO黄仁勋被问及关于其最新GPU日益增长的电力需求时,他表现出了充分的信心,强调电力、冷却或电力输送的需求不断增长并不会成为问题。这份信心的背后,离不开与VRT等冷却系统提供商的紧密合作。 接下来我们对VRT前景的详细分析: 首先,VRT在2023年取得了强劲的业绩,第四季度销售额增长12%,全年订单同比增长23%。这些业绩数据表明,VRT的业务正在稳步增长,并且有能力应对市场的挑战。随着全球对数据中心解决方案的需求持续增加,VRT有望继续保持这种增长势头。 VRT是数据中心热管理领域的市场领导者。据该公司 2023 年投资者大会的报道:\" 随","images":[{"img":"https://static.tigerbbs.com/a93e2e42a0fdc78f5ed79291e43689db","width":"580","height":"446"},{"img":"https://static.tigerbbs.com/72ea53ddb6b254d5e5a1feb9ceee7f0c","width":"813","height":"331"},{"img":"https://static.tigerbbs.com/5d9df277966f635e3386e43261194a6f","width":"640","height":"354"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/287263576125696","isVote":1,"tweetType":2,"object":{"id":"f1ea1a859aed47a083028947947dba64","tweetId":"287263576125696","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/9771d0e61397757887464662869/SzMlRSeegAoA.mp4","poster":"https://static.tigerbbs.com/3bf8e32a9d57b09e64b4b184e2d7ded8"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":31,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314552957817040,"gmtCreate":1717825989201,"gmtModify":1717825990678,"author":{"id":"4096015652742090","authorId":"4096015652742090","name":"日内瓦喷泉","avatar":"https://static.tigerbbs.com/44849e13a0d986c7c7f06335ba754d82","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314552957817040","repostId":"289870583337000","repostType":1,"repost":{"id":289870583337000,"gmtCreate":1711791402010,"gmtModify":1711794141280,"author":{"id":"3478213283465426","authorId":"3478213283465426","name":"美股投资网","avatar":"https://static.tigerbbs.com/a1bfd2cf1aa240d7058795c83d419510","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"\n \n \n 美股 被低估的存储AI芯片巨头,值得买入\n \n","listText":"美股 被低估的存储AI芯片巨头,值得买入","text":"美股 被低估的存储AI芯片巨头,值得买入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/289870583337000","isVote":1,"tweetType":2,"object":{"id":"080784f94f2649d794f2a7717eeac9ea","tweetId":"289870583337000","title":"美股 被低估的存储AI芯片巨头,值得买入","videoUrl":"http://v.tigerbbs.com/17117913988895a2098bb277acb1f7fc394ba1198a664.mp4","poster":"https://static.tigerbbs.com/58b1b45ee5b08fe0dc9f44486db8f4dd","shareLink":"http://v.tigerbbs.com/17117913988895a2098bb277acb1f7fc394ba1198a664.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314549548806352,"gmtCreate":1717825156922,"gmtModify":1717825158430,"author":{"id":"4096015652742090","authorId":"4096015652742090","name":"日内瓦喷泉","avatar":"https://static.tigerbbs.com/44849e13a0d986c7c7f06335ba754d82","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314549548806352","repostId":"292348897706024","repostType":1,"repost":{"id":292348897706024,"gmtCreate":1712396459230,"gmtModify":1712397139583,"author":{"id":"3478213283465426","authorId":"3478213283465426","name":"美股投资网","avatar":"https://static.tigerbbs.com/a1bfd2cf1aa240d7058795c83d419510","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"\n \n \n 美股 AI耗电,3只电力能源股必买 VST......\n \n","listText":"美股 AI耗电,3只电力能源股必买 VST......","text":"美股 AI耗电,3只电力能源股必买 VST......","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/292348897706024","isVote":1,"tweetType":2,"object":{"id":"c4d716640c564e66a1fe334949ede672","tweetId":"292348897706024","title":"美股 AI耗电,3只电力能源股必买 VST......","videoUrl":"http://v.tigerbbs.com/1712396456009c8a2b88e31ebddb6390d163a0051a775.mp4","poster":"https://static.tigerbbs.com/d9ce797e681d5a64e15c9884b5a7a5a2","shareLink":"http://v.tigerbbs.com/1712396456009c8a2b88e31ebddb6390d163a0051a775.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314044684468528,"gmtCreate":1717691367903,"gmtModify":1717691369921,"author":{"id":"4096015652742090","authorId":"4096015652742090","name":"日内瓦喷泉","avatar":"https://static.tigerbbs.com/44849e13a0d986c7c7f06335ba754d82","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"接下来就看华尔街怎么摆弄手里的钱了","listText":"接下来就看华尔街怎么摆弄手里的钱了","text":"接下来就看华尔街怎么摆弄手里的钱了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314044684468528","repostId":"2441745823","repostType":2,"repost":{"id":"2441745823","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1717684500,"share":"https://www.laohu8.com/m/news/2441745823?lang=&edition=full","pubTime":"2024-06-06 22:35","market":"nz","language":"en","title":"'AI now has to play out elsewhere,' for Nvidia's valuation to make sense, ARK's Cathie Wood says","url":"https://stock-news.laohu8.com/highlight/detail?id=2441745823","media":"Dow Jones","summary":"\"Now AI has to play out elsewhere in a very big way for Nvidia and others to deserve their valuations.\"Cathie Wood, chief executive and chief investment officer of ARK Invest. That's ARK Invest's chief executive and CIO, Cathie Wood, saying that Nvidia needs help from other artificial-intelligence companies for the AI boom to continue.Wood had nothing but praise for Nvidia and its founder and CEO, Jensen Huang - who not surprisingly appears to be something of a workaholic - in comments at the Greenwich Economic Forum in Hong Kong Thursday, according to Bloomberg.She said ARK started investing in Nvidia in 2014 when it traded at just over $4 on a split-adjusted basis. \"We rode that stock in the flagship portfolio up to roughly $400,\" she said, adding that the company's stock performance would have to be matched by other companies in the AI arena as well.Wood said the market is too dominated by Nvidia and other technology stocks. \"We have never seen concentration in the market like we're","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW 'AI now has to play out elsewhere,' for Nvidia's valuation to make sense, ARK's Cathie Wood says\n</p>\n<p>\n By Barbara Kollmeyer \n</p>\n<p>\n \"Now AI has to play out elsewhere in a very big way for Nvidia and others to deserve their valuations.\"Cathie Wood, chief executive and chief investment officer of ARK Invest \n</p>\n<p>\n That's ARK Invest's chief executive and CIO, Cathie Wood, saying that Nvidia needs help from other artificial-intelligence companies for the AI boom to continue. \n</p>\n<p>\n Wood had nothing but praise for Nvidia and its founder and CEO, Jensen Huang - who not surprisingly appears to be something of a workaholic - in comments at the Greenwich Economic Forum in Hong Kong Thursday, according to Bloomberg. \n</p>\n<p>\n She said ARK started investing in Nvidia in 2014 when it traded at just over $4 on a split-adjusted basis. \"We rode that stock in the flagship portfolio up to roughly $400,\" she said, adding that the company's stock performance would have to be matched by other companies in the AI arena as well. \n</p>\n<p>\n Wood has achieved some Wall Street infamy for dumping Nvidia shares before the company's eye-popping earnings report roughly a year ago first showed the great extent to which the tech giant benefitted from artificial-intelligence demand. \n</p>\n<p>\n The stock hasn't looked back since. From that initial earth-shattering earnings report in May 2023, Nvidia shares have climbed 300% to $1,224. The company announced a 10-for-1 stock split last month that will kick in after Friday's market close. \n</p>\n<p>\n Wood said Thursday that ARK still has some exposure to Nvidia, but has broadened out their hunt for AI-related companies. \n</p>\n<p>\n \"We do own Nvidia in specialized portfolios, both well in Europe, Asia and the U.S. In the flagship though, where the real estate is more clear and we need to be exposed to all of the innovation platforms...that are evolving, we did pull away,\" she said. \n</p>\n<p>\n While that exit became a bit of a \"statement,\" she said, their thinking was that if \"this wasn't going to benefit other companies, then what is this move in Nvidia all about?\" \n</p>\n<p>\n She flagged autonomous driving as \"the biggest AI project on earth,\" with Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, ARK's largest position, the leader there. The autonomous-driving ecosystem \"is going to scale from a revenue point of view, from essentially nothing now, to $7 -$8 trillion,\" in the next five to 10 years, she predicts. \n</p>\n<p>\n Other names she sees harnessing AI and not well recognized are found in biotechnology and AI, with Recursion Pharmaceuticals Inc. <a href=\"https://laohu8.com/S/RXRX\">$(RXRX)$</a>, and in synthetic biology likes Twist Bioscience and then Palantir Software Inc. <a href=\"https://laohu8.com/S/PLTR\">$(PLTR)$</a>, which is \"helping companies set up to capitalize on AI.\" \n</p>\n<p>\n Wood said the market is too dominated by Nvidia and other technology stocks. \"We have never seen concentration in the market like we're seeing today towards very few stocks,\" she said. \n</p>\n<p>\n The manager, who last month cautioned over a Great Depression-like search for safety in the stock market, again mentioned that historic economic slump on Thursday. Wood said the current concentration by a handful of stocks is bigger than during the Great Depression. \n</p>\n<p>\n \"This can mean one of two things, either we're about to see the market broadening out dramatically, and a more healthy market...or the number of times we've seen this, we're about to go into a very significant correction,\" she said. \n</p>\n<p>\n \"In 1973 and 2000, you saw peaks, but in 1932 and 2009 you also saw peaks like this in terms of concentration and the follow through, there was a bull market that broadened out and benefited more stocks,\" said Wood. \n</p>\n<p>\n -Barbara Kollmeyer \n</p>\n<p>\n This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n (END) Dow Jones Newswires\n</p>\n<p>\n June 06, 2024 10:35 ET (14:35 GMT)\n</p>\n<p>\n Copyright (c) 2024 Dow Jones & Company, Inc.\n</p>\n</font>","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>'AI now has to play out elsewhere,' for Nvidia's valuation to make sense, ARK's Cathie Wood says</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'AI now has to play out elsewhere,' for Nvidia's valuation to make sense, ARK's Cathie Wood says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-06-06 22:35</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW 'AI now has to play out elsewhere,' for Nvidia's valuation to make sense, ARK's Cathie Wood says\n</p>\n<p>\n By Barbara Kollmeyer \n</p>\n<p>\n \"Now AI has to play out elsewhere in a very big way for Nvidia and others to deserve their valuations.\"Cathie Wood, chief executive and chief investment officer of ARK Invest \n</p>\n<p>\n That's ARK Invest's chief executive and CIO, Cathie Wood, saying that Nvidia needs help from other artificial-intelligence companies for the AI boom to continue. \n</p>\n<p>\n Wood had nothing but praise for Nvidia and its founder and CEO, Jensen Huang - who not surprisingly appears to be something of a workaholic - in comments at the Greenwich Economic Forum in Hong Kong Thursday, according to Bloomberg. \n</p>\n<p>\n She said ARK started investing in Nvidia in 2014 when it traded at just over $4 on a split-adjusted basis. \"We rode that stock in the flagship portfolio up to roughly $400,\" she said, adding that the company's stock performance would have to be matched by other companies in the AI arena as well. \n</p>\n<p>\n Wood has achieved some Wall Street infamy for dumping Nvidia shares before the company's eye-popping earnings report roughly a year ago first showed the great extent to which the tech giant benefitted from artificial-intelligence demand. \n</p>\n<p>\n The stock hasn't looked back since. From that initial earth-shattering earnings report in May 2023, Nvidia shares have climbed 300% to $1,224. The company announced a 10-for-1 stock split last month that will kick in after Friday's market close. \n</p>\n<p>\n Wood said Thursday that ARK still has some exposure to Nvidia, but has broadened out their hunt for AI-related companies. \n</p>\n<p>\n \"We do own Nvidia in specialized portfolios, both well in Europe, Asia and the U.S. In the flagship though, where the real estate is more clear and we need to be exposed to all of the innovation platforms...that are evolving, we did pull away,\" she said. \n</p>\n<p>\n While that exit became a bit of a \"statement,\" she said, their thinking was that if \"this wasn't going to benefit other companies, then what is this move in Nvidia all about?\" \n</p>\n<p>\n She flagged autonomous driving as \"the biggest AI project on earth,\" with Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, ARK's largest position, the leader there. The autonomous-driving ecosystem \"is going to scale from a revenue point of view, from essentially nothing now, to $7 -$8 trillion,\" in the next five to 10 years, she predicts. \n</p>\n<p>\n Other names she sees harnessing AI and not well recognized are found in biotechnology and AI, with Recursion Pharmaceuticals Inc. <a href=\"https://laohu8.com/S/RXRX\">$(RXRX)$</a>, and in synthetic biology likes Twist Bioscience and then Palantir Software Inc. <a href=\"https://laohu8.com/S/PLTR\">$(PLTR)$</a>, which is \"helping companies set up to capitalize on AI.\" \n</p>\n<p>\n Wood said the market is too dominated by Nvidia and other technology stocks. \"We have never seen concentration in the market like we're seeing today towards very few stocks,\" she said. \n</p>\n<p>\n The manager, who last month cautioned over a Great Depression-like search for safety in the stock market, again mentioned that historic economic slump on Thursday. Wood said the current concentration by a handful of stocks is bigger than during the Great Depression. \n</p>\n<p>\n \"This can mean one of two things, either we're about to see the market broadening out dramatically, and a more healthy market...or the number of times we've seen this, we're about to go into a very significant correction,\" she said. \n</p>\n<p>\n \"In 1973 and 2000, you saw peaks, but in 1932 and 2009 you also saw peaks like this in terms of concentration and the follow through, there was a bull market that broadened out and benefited more stocks,\" said Wood. \n</p>\n<p>\n -Barbara Kollmeyer \n</p>\n<p>\n This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n (END) Dow Jones Newswires\n</p>\n<p>\n June 06, 2024 10:35 ET (14:35 GMT)\n</p>\n<p>\n Copyright (c) 2024 Dow Jones & Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4585":"ETF&股票定投概念","LU1548497426.USD":"安联环球人工智能AT Acc","BK4139":"生物科技","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0238689110.USD":"贝莱德环球动力股票基金","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4587":"ChatGPT概念","BK4529":"IDC概念","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU1861215975.USD":"贝莱德新一代科技基金 A2","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4579":"人工智能","BK4588":"碎股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4574":"无人驾驶","BK4544":"ARK ETF合集","BK4503":"景林资产持仓","RXRX":"Recursion Pharmaceuticals, Inc.","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","NVDA":"英伟达","BK4581":"高盛持仓","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","PLTR":"Palantir Technologies Inc.","ARKK":"ARK Innovation ETF","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4543":"AI","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4527":"明星科技股","LU0072462426.USD":"贝莱德全球配置 A2","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4023":"应用软件","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0080751232.USD":"富达环球多元动力基金A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4592":"伊斯兰概念","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2441745823","content_text":"MW 'AI now has to play out elsewhere,' for Nvidia's valuation to make sense, ARK's Cathie Wood says\n\n\n By Barbara Kollmeyer \n\n\n \"Now AI has to play out elsewhere in a very big way for Nvidia and others to deserve their valuations.\"Cathie Wood, chief executive and chief investment officer of ARK Invest \n\n\n That's ARK Invest's chief executive and CIO, Cathie Wood, saying that Nvidia needs help from other artificial-intelligence companies for the AI boom to continue. \n\n\n Wood had nothing but praise for Nvidia and its founder and CEO, Jensen Huang - who not surprisingly appears to be something of a workaholic - in comments at the Greenwich Economic Forum in Hong Kong Thursday, according to Bloomberg. \n\n\n She said ARK started investing in Nvidia in 2014 when it traded at just over $4 on a split-adjusted basis. \"We rode that stock in the flagship portfolio up to roughly $400,\" she said, adding that the company's stock performance would have to be matched by other companies in the AI arena as well. \n\n\n Wood has achieved some Wall Street infamy for dumping Nvidia shares before the company's eye-popping earnings report roughly a year ago first showed the great extent to which the tech giant benefitted from artificial-intelligence demand. \n\n\n The stock hasn't looked back since. From that initial earth-shattering earnings report in May 2023, Nvidia shares have climbed 300% to $1,224. The company announced a 10-for-1 stock split last month that will kick in after Friday's market close. \n\n\n Wood said Thursday that ARK still has some exposure to Nvidia, but has broadened out their hunt for AI-related companies. \n\n\n \"We do own Nvidia in specialized portfolios, both well in Europe, Asia and the U.S. In the flagship though, where the real estate is more clear and we need to be exposed to all of the innovation platforms...that are evolving, we did pull away,\" she said. \n\n\n While that exit became a bit of a \"statement,\" she said, their thinking was that if \"this wasn't going to benefit other companies, then what is this move in Nvidia all about?\" \n\n\n She flagged autonomous driving as \"the biggest AI project on earth,\" with Tesla $(TSLA)$, ARK's largest position, the leader there. The autonomous-driving ecosystem \"is going to scale from a revenue point of view, from essentially nothing now, to $7 -$8 trillion,\" in the next five to 10 years, she predicts. \n\n\n Other names she sees harnessing AI and not well recognized are found in biotechnology and AI, with Recursion Pharmaceuticals Inc. $(RXRX)$, and in synthetic biology likes Twist Bioscience and then Palantir Software Inc. $(PLTR)$, which is \"helping companies set up to capitalize on AI.\" \n\n\n Wood said the market is too dominated by Nvidia and other technology stocks. \"We have never seen concentration in the market like we're seeing today towards very few stocks,\" she said. \n\n\n The manager, who last month cautioned over a Great Depression-like search for safety in the stock market, again mentioned that historic economic slump on Thursday. Wood said the current concentration by a handful of stocks is bigger than during the Great Depression. \n\n\n \"This can mean one of two things, either we're about to see the market broadening out dramatically, and a more healthy market...or the number of times we've seen this, we're about to go into a very significant correction,\" she said. \n\n\n \"In 1973 and 2000, you saw peaks, but in 1932 and 2009 you also saw peaks like this in terms of concentration and the follow through, there was a bull market that broadened out and benefited more stocks,\" said Wood. \n\n\n -Barbara Kollmeyer \n\n\n This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n (END) Dow Jones Newswires\n\n\n June 06, 2024 10:35 ET (14:35 GMT)\n\n\n Copyright (c) 2024 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314008324346168,"gmtCreate":1717682499853,"gmtModify":1717682501427,"author":{"id":"4096015652742090","authorId":"4096015652742090","name":"日内瓦喷泉","avatar":"https://static.tigerbbs.com/44849e13a0d986c7c7f06335ba754d82","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314008324346168","repostId":"193617098108976","repostType":1,"repost":{"id":193617098108976,"gmtCreate":1688295173008,"gmtModify":1688302742573,"author":{"id":"9000000000000117","authorId":"9000000000000117","name":"老科谈科技","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"\n \n \n 今天是2023年7月2日,老科谈科技股第206期。 我发现对于AMD的核心技术和产品,大部分投资者理解起来并不容易。AMD的CPU ... From Youtube: https://www.youtube.com/watch?v=5cfk4Ok8CEs\n \n","listText":"今天是2023年7月2日,老科谈科技股第206期。 我发现对于AMD的核心技术和产品,大部分投资者理解起来并不容易。AMD的CPU ... From Youtube: https://www.youtube.com/watch?v=5cfk4Ok8CEs","text":"今天是2023年7月2日,老科谈科技股第206期。 我发现对于AMD的核心技术和产品,大部分投资者理解起来并不容易。AMD的CPU ... From Youtube: https://www.youtube.com/watch?v=5cfk4Ok8CEs","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193617098108976","isVote":1,"tweetType":2,"object":{"id":"3261b78d75c340d6bee08df96561570b","tweetId":"193617098108976","title":"第206期:15分钟,让投资者理解AMD (超微) 的核心技术,产品,和解决方案!!!AMD的GPU究竟是如何迎接AI革命?如何和英伟达抢生意?","videoUrl":"http://v.tigerbbs.com/1688295167522ce8c9524e2994977a1639305d36bcaea.mp4","poster":"https://static.tigerbbs.com/ac91f0f4e8f499ddda0757f6d0c64034","shareLink":"http://v.tigerbbs.com/1688295167522ce8c9524e2994977a1639305d36bcaea.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":276853646094424,"gmtCreate":1708620371422,"gmtModify":1708620372711,"author":{"id":"4096015652742090","authorId":"4096015652742090","name":"日内瓦喷泉","avatar":"https://static.tigerbbs.com/44849e13a0d986c7c7f06335ba754d82","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a><v-v data-views=\"1\"></v-v>啥时候开始炒ai软件","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a><v-v data-views=\"1\"></v-v>啥时候开始炒ai软件","text":"$Palantir Technologies Inc.(PLTR)$ 啥时候开始炒ai软件","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/276853646094424","isVote":1,"tweetType":1,"viewCount":1233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":273600930074736,"gmtCreate":1707848861236,"gmtModify":1707848862909,"author":{"id":"4096015652742090","authorId":"4096015652742090","name":"日内瓦喷泉","avatar":"https://static.tigerbbs.com/44849e13a0d986c7c7f06335ba754d82","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"股票质押","listText":"股票质押","text":"股票质押","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/273600930074736","repostId":"2394759854","repostType":2,"repost":{"id":"2394759854","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1703712950,"share":"https://www.laohu8.com/m/news/2394759854?lang=&edition=full","pubTime":"2023-12-28 05:35","market":"us","language":"en","title":"BRIEF-Applied Optoelectronics Unit Entered Asset Pool Business Cooperation Agreement, Asset Pool Pledge Contract With China Zheshang Bank","url":"https://stock-news.laohu8.com/highlight/detail?id=2394759854","media":"Reuters","summary":"Dec 27 - Applied Optoelectronics Inc : * APPLIED OPTOELECTRONICS: ON DEC 21, CO'S UNIT ENTERED ASSET POOL BUSINESS COOPERATION AGREEMENT & ASSET POOL PLEDGE CONTRACT WITH CHINA ZHESHANG BANK * APPLIED OPTOELECTRONICS- IN PLEDGED ASSET LINE, UNIT SHALL PLEDGE CERTAIN FINANCIAL ASSETS/RIGHTS TO SUCH ASSETS TO BANK IN ORDER TO OBTAIN LOAN FUNDS * APPLIED OPTOELECTRONICS INC - PLEDGED ASSET LINE DOES NOT CREATE OR ESTABLISH AN ADDITIONAL CREDIT LINE. * APPLIED OPTOELECTRONICS INC - GLOBAL TECHNOLOGY MAY DRAW UPON PLEDGED ASSET LINE BETWEEN DECEMBER 21, 2023 AND DECEMBER 21, 2025Further company coverage: ","content":"<html><body><p>Dec 27 (Reuters) - Applied Optoelectronics Inc :</p><p> * APPLIED OPTOELECTRONICS: ON DEC 21, CO'S UNIT ENTERED ASSET POOL BUSINESS COOPERATION AGREEMENT & ASSET POOL PLEDGE CONTRACT WITH CHINA ZHESHANG BANK</p><p> * APPLIED OPTOELECTRONICS- IN PLEDGED ASSET LINE, UNIT SHALL PLEDGE CERTAIN FINANCIAL ASSETS/RIGHTS TO SUCH ASSETS TO BANK IN ORDER TO OBTAIN LOAN FUNDS</p><p> * APPLIED OPTOELECTRONICS INC - PLEDGED ASSET LINE DOES NOT CREATE OR ESTABLISH AN ADDITIONAL CREDIT LINE.</p><p> * APPLIED OPTOELECTRONICS INC - GLOBAL TECHNOLOGY MAY DRAW UPON PLEDGED ASSET LINE BETWEEN DECEMBER 21, 2023 AND DECEMBER 21, 2025</p><p>Further company coverage: </p><p> ((Reuters.Briefs@thomsonreuters.com;))</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>BRIEF-Applied Optoelectronics Unit Entered Asset Pool Business Cooperation Agreement, Asset Pool Pledge Contract With China Zheshang Bank</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\">\nBRIEF-Applied Optoelectronics Unit Entered Asset Pool Business Cooperation Agreement, Asset Pool Pledge Contract With China Zheshang Bank\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-12-28 05:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Dec 27 (Reuters) - Applied Optoelectronics Inc :</p><p> * APPLIED OPTOELECTRONICS: ON DEC 21, CO'S UNIT ENTERED ASSET POOL BUSINESS COOPERATION AGREEMENT & ASSET POOL PLEDGE CONTRACT WITH CHINA ZHESHANG BANK</p><p> * APPLIED OPTOELECTRONICS- IN PLEDGED ASSET LINE, UNIT SHALL PLEDGE CERTAIN FINANCIAL ASSETS/RIGHTS TO SUCH ASSETS TO BANK IN ORDER TO OBTAIN LOAN FUNDS</p><p> * APPLIED OPTOELECTRONICS INC - PLEDGED ASSET LINE DOES NOT CREATE OR ESTABLISH AN ADDITIONAL CREDIT LINE.</p><p> * APPLIED OPTOELECTRONICS INC - GLOBAL TECHNOLOGY MAY DRAW UPON PLEDGED ASSET LINE BETWEEN DECEMBER 21, 2023 AND DECEMBER 21, 2025</p><p>Further company coverage: </p><p> ((Reuters.Briefs@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"POOL":"Pool Corporation","IE00B64QTZ34.USD":"NEUBERGER BERMAN US SMALL CAP \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","AAOI":"Applied Optoelectronics Inc.","BK4020":"通信设备","BK4588":"碎股","BK4159":"经销商"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2394759854","content_text":"Dec 27 (Reuters) - Applied Optoelectronics Inc : * APPLIED OPTOELECTRONICS: ON DEC 21, CO'S UNIT ENTERED ASSET POOL BUSINESS COOPERATION AGREEMENT & ASSET POOL PLEDGE CONTRACT WITH CHINA ZHESHANG BANK * APPLIED OPTOELECTRONICS- IN PLEDGED ASSET LINE, UNIT SHALL PLEDGE CERTAIN FINANCIAL ASSETS/RIGHTS TO SUCH ASSETS TO BANK IN ORDER TO OBTAIN LOAN FUNDS * APPLIED OPTOELECTRONICS INC - PLEDGED ASSET LINE DOES NOT CREATE OR ESTABLISH AN ADDITIONAL CREDIT LINE. * APPLIED OPTOELECTRONICS INC - GLOBAL TECHNOLOGY MAY DRAW UPON PLEDGED ASSET LINE BETWEEN DECEMBER 21, 2023 AND DECEMBER 21, 2025Further company coverage: ((Reuters.Briefs@thomsonreuters.com;))","news_type":1},"isVote":1,"tweetType":1,"viewCount":631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":273152927146192,"gmtCreate":1707725489744,"gmtModify":1707725490979,"author":{"id":"4096015652742090","authorId":"4096015652742090","name":"日内瓦喷泉","avatar":"https://static.tigerbbs.com/44849e13a0d986c7c7f06335ba754d82","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/273152927146192","repostId":"2380973743","repostType":2,"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":273145128657016,"gmtCreate":1707723679755,"gmtModify":1707723681113,"author":{"id":"4096015652742090","authorId":"4096015652742090","name":"日内瓦喷泉","avatar":"https://static.tigerbbs.com/44849e13a0d986c7c7f06335ba754d82","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/273145128657016","repostId":"2386411995","repostType":2,"isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":251363931283496,"gmtCreate":1702405336609,"gmtModify":1702405338028,"author":{"id":"4096015652742090","authorId":"4096015652742090","name":"日内瓦喷泉","avatar":"https://static.tigerbbs.com/44849e13a0d986c7c7f06335ba754d82","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/251363931283496","repostId":"251321447407920","repostType":1,"repost":{"id":251321447407920,"gmtCreate":1702365889051,"gmtModify":1702365927790,"author":{"id":"212008496769156","authorId":"212008496769156","name":"捷克Jack","avatar":"https://static.tigerbbs.com/7cc48e563d37c21562541a2874ce20e4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"是的,我买了阿里巴巴","htmlText":"芒格大师已经走了, <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 的这笔投资可能是他最后时刻的“最不成功的投资”。 <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 割肉的时候,他也提了跟巴菲特割肉 <a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 一样的理由,“我不喜欢他的地理位置”。换句话说,他也是觉得,这家公司依然是被低估的。商业上的理由有很多,包括段永平大师也提到了“阿里学拼多多”,我认为核心是化繁为简,专注核心。其实仔细跟踪大厂的财报,你可以看到,已经在开始改变了。之所以还不是让投资者都“感同身受”,我觉得不仅仅是大环境的原因,也因为“大船掉头慢”。反过来想,如果已经在财报上体现出成功的改革,让散户都明明白白的看到,那还会是这个价格吗?之所以觉得这个位置可以建仓,主要取决于两个因素:估值和动量。估值上来讲,无论是倍数(multiples)还是现金流折现(DCF),都是显著的低估。倍数如果看PE,一个最大发展中国家的头部互联网公司仅10倍左右的PE,这得隐含了多少对未来倍数(P/E)预期风险考量?是中国人生意都不做了吗?还是要阿里的生意不断地平分给市场其他玩家? <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 更重要的是,Earning的部分大多都是淘宝生态产生,且反哺了其他几个不赚钱的业务板块。如果后面其他几个业务板块纷纷盈利,那这个倍数就更低了。因此,我倾向于“均值回归”,用老祖宗的话来说就是“风水轮流转”。现金流电商公司本来就是得天独厚。当前的","listText":"芒格大师已经走了, <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 的这笔投资可能是他最后时刻的“最不成功的投资”。 <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 割肉的时候,他也提了跟巴菲特割肉 <a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 一样的理由,“我不喜欢他的地理位置”。换句话说,他也是觉得,这家公司依然是被低估的。商业上的理由有很多,包括段永平大师也提到了“阿里学拼多多”,我认为核心是化繁为简,专注核心。其实仔细跟踪大厂的财报,你可以看到,已经在开始改变了。之所以还不是让投资者都“感同身受”,我觉得不仅仅是大环境的原因,也因为“大船掉头慢”。反过来想,如果已经在财报上体现出成功的改革,让散户都明明白白的看到,那还会是这个价格吗?之所以觉得这个位置可以建仓,主要取决于两个因素:估值和动量。估值上来讲,无论是倍数(multiples)还是现金流折现(DCF),都是显著的低估。倍数如果看PE,一个最大发展中国家的头部互联网公司仅10倍左右的PE,这得隐含了多少对未来倍数(P/E)预期风险考量?是中国人生意都不做了吗?还是要阿里的生意不断地平分给市场其他玩家? <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 更重要的是,Earning的部分大多都是淘宝生态产生,且反哺了其他几个不赚钱的业务板块。如果后面其他几个业务板块纷纷盈利,那这个倍数就更低了。因此,我倾向于“均值回归”,用老祖宗的话来说就是“风水轮流转”。现金流电商公司本来就是得天独厚。当前的","text":"芒格大师已经走了, $阿里巴巴(BABA)$ 的这笔投资可能是他最后时刻的“最不成功的投资”。 $阿里巴巴-SW(09988)$ 割肉的时候,他也提了跟巴菲特割肉 $台积电(TSM)$ 一样的理由,“我不喜欢他的地理位置”。换句话说,他也是觉得,这家公司依然是被低估的。商业上的理由有很多,包括段永平大师也提到了“阿里学拼多多”,我认为核心是化繁为简,专注核心。其实仔细跟踪大厂的财报,你可以看到,已经在开始改变了。之所以还不是让投资者都“感同身受”,我觉得不仅仅是大环境的原因,也因为“大船掉头慢”。反过来想,如果已经在财报上体现出成功的改革,让散户都明明白白的看到,那还会是这个价格吗?之所以觉得这个位置可以建仓,主要取决于两个因素:估值和动量。估值上来讲,无论是倍数(multiples)还是现金流折现(DCF),都是显著的低估。倍数如果看PE,一个最大发展中国家的头部互联网公司仅10倍左右的PE,这得隐含了多少对未来倍数(P/E)预期风险考量?是中国人生意都不做了吗?还是要阿里的生意不断地平分给市场其他玩家? $拼多多(PDD)$ $京东(JD)$ 更重要的是,Earning的部分大多都是淘宝生态产生,且反哺了其他几个不赚钱的业务板块。如果后面其他几个业务板块纷纷盈利,那这个倍数就更低了。因此,我倾向于“均值回归”,用老祖宗的话来说就是“风水轮流转”。现金流电商公司本来就是得天独厚。当前的","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/251321447407920","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":248136507388032,"gmtCreate":1701617991005,"gmtModify":1701617992330,"author":{"id":"4096015652742090","authorId":"4096015652742090","name":"日内瓦喷泉","avatar":"https://static.tigerbbs.com/44849e13a0d986c7c7f06335ba754d82","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/248136507388032","repostId":"244280230580512","repostType":1,"repost":{"id":244280230580512,"gmtCreate":1700653277003,"gmtModify":1700658713492,"author":{"id":"3513736945495657","authorId":"3513736945495657","name":"智通财经APP","avatar":"https://static.tigerbbs.com/16db7768af5d7e4361472f092e918510","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"拿下微软3亿美元大订单,被低估的应用光电(AAOI.US)是下一只“十倍股”?","htmlText":"ChatGPT掀起的AI热潮方兴未艾,一家美股上市公司应用光电(AAOI.US) <a href=\"https://laohu8.com/S/AAOI\">$Applied Optoelectronics Inc.(AAOI)$</a> 股价正悄然“蹿升”:早在今年6月公司股价就自低点强势反弹,11月以来更是从7-8美元附近上涨至13.33美元(截至11月21日收盘),月内涨幅高达80%。 从宏观层面来看,AI行业对算力需求的高速增长推动了光模块相关上市公司纷纷交出超预期的业绩“答卷”;而从公司层面来看,受益于大订单带动,公司业绩面明显改善,预计未来将持续保持增长势头。 消息面上,此前应用光电一度欲将包括中国子公司宁波环球广电在内的中国资产及业务出售给仕佳光子旗下的裕汉光电,但双方为收购案签署的SPA协议于9月终止。考虑到境内外资本市场运作的困难、今年宏观市场与AI行业的变化,应用光电或打算下一步联合中兴等合作伙伴,共同拓展在中国市场的光模块业务。而这一举措,无疑将为公司未来业绩贡献更多增量。 AI热潮推动光模块需求高增 之所以应用光电能够受到市场投资者青睐,主要是由于赛道和业绩的双重“加成”。 应用光电(Applied Optoelectronics)专注于设计和制造一系列光通信产品,包括数据中心光模块及服务器光连接产品等,业务范围涵盖高速光通信技术、数据中心互连、云计算和5G通信等领域。 据智通财经APP了解,光通信是以光波为载体的通信方式,目前已成为全球最主流的信息传输方式,而光模块是光通信系统物理层的基础构成单元之一,在5G光通信系统中光模块在系统设备中成本的占比可达50%-70%。 随着ChatGPT横空出世,AI行业持续火爆,对算力的需求也持续增加。以ChatGPT为例,ChatGPT的总算力消耗约为3640PF-days(每秒计算一千万亿次,需要计算3640天)","listText":"ChatGPT掀起的AI热潮方兴未艾,一家美股上市公司应用光电(AAOI.US) <a href=\"https://laohu8.com/S/AAOI\">$Applied Optoelectronics Inc.(AAOI)$</a> 股价正悄然“蹿升”:早在今年6月公司股价就自低点强势反弹,11月以来更是从7-8美元附近上涨至13.33美元(截至11月21日收盘),月内涨幅高达80%。 从宏观层面来看,AI行业对算力需求的高速增长推动了光模块相关上市公司纷纷交出超预期的业绩“答卷”;而从公司层面来看,受益于大订单带动,公司业绩面明显改善,预计未来将持续保持增长势头。 消息面上,此前应用光电一度欲将包括中国子公司宁波环球广电在内的中国资产及业务出售给仕佳光子旗下的裕汉光电,但双方为收购案签署的SPA协议于9月终止。考虑到境内外资本市场运作的困难、今年宏观市场与AI行业的变化,应用光电或打算下一步联合中兴等合作伙伴,共同拓展在中国市场的光模块业务。而这一举措,无疑将为公司未来业绩贡献更多增量。 AI热潮推动光模块需求高增 之所以应用光电能够受到市场投资者青睐,主要是由于赛道和业绩的双重“加成”。 应用光电(Applied Optoelectronics)专注于设计和制造一系列光通信产品,包括数据中心光模块及服务器光连接产品等,业务范围涵盖高速光通信技术、数据中心互连、云计算和5G通信等领域。 据智通财经APP了解,光通信是以光波为载体的通信方式,目前已成为全球最主流的信息传输方式,而光模块是光通信系统物理层的基础构成单元之一,在5G光通信系统中光模块在系统设备中成本的占比可达50%-70%。 随着ChatGPT横空出世,AI行业持续火爆,对算力的需求也持续增加。以ChatGPT为例,ChatGPT的总算力消耗约为3640PF-days(每秒计算一千万亿次,需要计算3640天)","text":"ChatGPT掀起的AI热潮方兴未艾,一家美股上市公司应用光电(AAOI.US) $Applied Optoelectronics Inc.(AAOI)$ 股价正悄然“蹿升”:早在今年6月公司股价就自低点强势反弹,11月以来更是从7-8美元附近上涨至13.33美元(截至11月21日收盘),月内涨幅高达80%。 从宏观层面来看,AI行业对算力需求的高速增长推动了光模块相关上市公司纷纷交出超预期的业绩“答卷”;而从公司层面来看,受益于大订单带动,公司业绩面明显改善,预计未来将持续保持增长势头。 消息面上,此前应用光电一度欲将包括中国子公司宁波环球广电在内的中国资产及业务出售给仕佳光子旗下的裕汉光电,但双方为收购案签署的SPA协议于9月终止。考虑到境内外资本市场运作的困难、今年宏观市场与AI行业的变化,应用光电或打算下一步联合中兴等合作伙伴,共同拓展在中国市场的光模块业务。而这一举措,无疑将为公司未来业绩贡献更多增量。 AI热潮推动光模块需求高增 之所以应用光电能够受到市场投资者青睐,主要是由于赛道和业绩的双重“加成”。 应用光电(Applied Optoelectronics)专注于设计和制造一系列光通信产品,包括数据中心光模块及服务器光连接产品等,业务范围涵盖高速光通信技术、数据中心互连、云计算和5G通信等领域。 据智通财经APP了解,光通信是以光波为载体的通信方式,目前已成为全球最主流的信息传输方式,而光模块是光通信系统物理层的基础构成单元之一,在5G光通信系统中光模块在系统设备中成本的占比可达50%-70%。 随着ChatGPT横空出世,AI行业持续火爆,对算力的需求也持续增加。以ChatGPT为例,ChatGPT的总算力消耗约为3640PF-days(每秒计算一千万亿次,需要计算3640天)","images":[{"img":"https://static.tigerbbs.com/de15b5704646d0f43466d95afb778def","width":"642","height":"276"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/244280230580512","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":226864247582792,"gmtCreate":1696394869089,"gmtModify":1696394870419,"author":{"id":"4096015652742090","authorId":"4096015652742090","name":"日内瓦喷泉","avatar":"https://static.tigerbbs.com/44849e13a0d986c7c7f06335ba754d82","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/226864247582792","repostId":"226789069946944","repostType":1,"repost":{"id":226789069946944,"gmtCreate":1696376493951,"gmtModify":1696379994182,"author":{"id":"3478213283465426","authorId":"3478213283465426","name":"美股投资网","avatar":"https://static.tigerbbs.com/a1bfd2cf1aa240d7058795c83d419510","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"美股一夜回到 “解放前”","htmlText":"今日摘要 美国大型科技股全数收跌, <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 跌3.66%, <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 跌2.82%; 美国10年期、30年期国债收益率双双刷新2007年以来的最高水平; 美债“投降式”被抛售; 热门中概股集体下跌,纳斯达克中国金龙指数跌2.24%; 英国监管机构将推动对亚马逊和微软云计算主导地位调查。 截至收盘,道琼斯指数跌1.29%,报33,002.38点,为今年3月份以来表现最差的一天,跌回去今年年初的起步价;标普500指数跌1.37%,报4,229.45点;纳斯达克综合指数跌1.87%,报13,059.47点。 原因是美国8月JOLTS职位空缺 961万人,远超预期的881万,较前值跳涨近70万,劳动力市场进一步收紧,坐实了投资者对美联储将面临更多压力在更长时间内维持更高利率的预期。 交易员对美联储在11月加息25个基点的押注小幅升至28%,对等到12月再加息的押注维持在39%。整体来说,认为今年不会再加息的概率约为54%,代表存在很大不确定性。 “恐慌指数”VIX盘中一度升破20关口,为今年5月份以来首次。由于周二的行情,道指抹平了今年全年的涨幅,转为累计下跌0.4%。与之相比,标普500指数还维持逾10%的年内涨幅,而纳指的累计涨幅约为25%。 美国国债20+年ETF-iShares(TLT) 被大量抛售,根据 美股大数据 追踪,机构交易员们大量做空 TLT 图片来源:StockWe.com <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/S/.SPX\">$标</a>","listText":"今日摘要 美国大型科技股全数收跌, <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 跌3.66%, <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 跌2.82%; 美国10年期、30年期国债收益率双双刷新2007年以来的最高水平; 美债“投降式”被抛售; 热门中概股集体下跌,纳斯达克中国金龙指数跌2.24%; 英国监管机构将推动对亚马逊和微软云计算主导地位调查。 截至收盘,道琼斯指数跌1.29%,报33,002.38点,为今年3月份以来表现最差的一天,跌回去今年年初的起步价;标普500指数跌1.37%,报4,229.45点;纳斯达克综合指数跌1.87%,报13,059.47点。 原因是美国8月JOLTS职位空缺 961万人,远超预期的881万,较前值跳涨近70万,劳动力市场进一步收紧,坐实了投资者对美联储将面临更多压力在更长时间内维持更高利率的预期。 交易员对美联储在11月加息25个基点的押注小幅升至28%,对等到12月再加息的押注维持在39%。整体来说,认为今年不会再加息的概率约为54%,代表存在很大不确定性。 “恐慌指数”VIX盘中一度升破20关口,为今年5月份以来首次。由于周二的行情,道指抹平了今年全年的涨幅,转为累计下跌0.4%。与之相比,标普500指数还维持逾10%的年内涨幅,而纳指的累计涨幅约为25%。 美国国债20+年ETF-iShares(TLT) 被大量抛售,根据 美股大数据 追踪,机构交易员们大量做空 TLT 图片来源:StockWe.com <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/S/.SPX\">$标</a>","text":"今日摘要 美国大型科技股全数收跌, $亚马逊(AMZN)$ 跌3.66%, $英伟达(NVDA)$ 跌2.82%; 美国10年期、30年期国债收益率双双刷新2007年以来的最高水平; 美债“投降式”被抛售; 热门中概股集体下跌,纳斯达克中国金龙指数跌2.24%; 英国监管机构将推动对亚马逊和微软云计算主导地位调查。 截至收盘,道琼斯指数跌1.29%,报33,002.38点,为今年3月份以来表现最差的一天,跌回去今年年初的起步价;标普500指数跌1.37%,报4,229.45点;纳斯达克综合指数跌1.87%,报13,059.47点。 原因是美国8月JOLTS职位空缺 961万人,远超预期的881万,较前值跳涨近70万,劳动力市场进一步收紧,坐实了投资者对美联储将面临更多压力在更长时间内维持更高利率的预期。 交易员对美联储在11月加息25个基点的押注小幅升至28%,对等到12月再加息的押注维持在39%。整体来说,认为今年不会再加息的概率约为54%,代表存在很大不确定性。 “恐慌指数”VIX盘中一度升破20关口,为今年5月份以来首次。由于周二的行情,道指抹平了今年全年的涨幅,转为累计下跌0.4%。与之相比,标普500指数还维持逾10%的年内涨幅,而纳指的累计涨幅约为25%。 美国国债20+年ETF-iShares(TLT) 被大量抛售,根据 美股大数据 追踪,机构交易员们大量做空 TLT 图片来源:StockWe.com $纳斯达克(.IXIC)$ $标","images":[{"img":"https://static.tigerbbs.com/a8c4c88a52a9d1263e35fd80b3dbfa0f","width":"1080","height":"686"},{"img":"https://static.tigerbbs.com/78e2533891c7837bb6c1c6a852411639","width":"1015","height":"462"},{"img":"https://static.tigerbbs.com/215a674d48cb0c1b6845766ca9052650","width":"1025","height":"646"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/226789069946944","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":223380383539304,"gmtCreate":1695505390351,"gmtModify":1695505391799,"author":{"id":"4096015652742090","authorId":"4096015652742090","name":"日内瓦喷泉","avatar":"https://static.tigerbbs.com/44849e13a0d986c7c7f06335ba754d82","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/223380383539304","repostId":"222503332519976","repostType":1,"repost":{"id":222503332519976,"gmtCreate":1695342115525,"gmtModify":1695342143620,"author":{"id":"3527667688472228","authorId":"3527667688472228","name":"ETF小帮手","avatar":"https://static.tigerbbs.com/087e050021c7db2ae39b1cb7515b694d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"ETF追踪 | “木头姐”深信:“降息之日”将是主题投资的“高光时刻”!","htmlText":"摘要:ARK Innovation ETF(ARKK)今年上涨了约 31%,ARK 下一代互联网 ETF ( ARKW ) 上涨 43%。方舟投资(ARK)CEO凯西·伍德表示,当美联储降息时,投资者将涌向专注于热门主题的基金。伍德正在通过一项新收购加大投资策略的创新力度。作为ARK投资管理公司的创始人,她表示,欧洲央行可能会在2024年开始降息,这将有利于她多年来一直青睐的策略类型。ARK投资管理公司收购了另一家交易所交易基金发行人Rize ETF Limited,以大举进军欧洲新兴的趋势驱动型投资市场。伍德周三在接受采访时表示:“我认为,我们正处于大幅加息的另一边,那次加息确实破坏了很多表现。”“这是最重要的。我们已经准备好迎接黄金时段了。”尽管伍德承认,随着全球各国央行上调利率以对抗通胀,她的ETF去年表现不佳,但到目前为止,她旗下的大多数基金在2023年都实现了两位数的回报。她的旗舰基金<a href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a>今年上涨了约31%。ARK下一代互联网ETF (ARKW)上涨了43%。她表示:“如果说有什么不同的话,那就是创新在困难时期会获得动力。”“我们的投资组合今年表现出色的原因——确实如此——是因为它们在日益艰难的环境中获得了更多的份额。一个接一个地,我们将重新赚钱——这一切都是关于收入增长和利润率扩大。”在周三的采访中,伍德还表示,美国汽车工人联合会(uaw)的罢工对ARK的核心投资<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>来说可能是一个积极的发展。根据数据,特斯拉是ARKK的最大持仓公司。虽然可能会出现更多的生产短缺,但伍德表示,消费者的偏好正在转向价格一直在下降的电动汽车。她认为,“特斯拉只是","listText":"摘要:ARK Innovation ETF(ARKK)今年上涨了约 31%,ARK 下一代互联网 ETF ( ARKW ) 上涨 43%。方舟投资(ARK)CEO凯西·伍德表示,当美联储降息时,投资者将涌向专注于热门主题的基金。伍德正在通过一项新收购加大投资策略的创新力度。作为ARK投资管理公司的创始人,她表示,欧洲央行可能会在2024年开始降息,这将有利于她多年来一直青睐的策略类型。ARK投资管理公司收购了另一家交易所交易基金发行人Rize ETF Limited,以大举进军欧洲新兴的趋势驱动型投资市场。伍德周三在接受采访时表示:“我认为,我们正处于大幅加息的另一边,那次加息确实破坏了很多表现。”“这是最重要的。我们已经准备好迎接黄金时段了。”尽管伍德承认,随着全球各国央行上调利率以对抗通胀,她的ETF去年表现不佳,但到目前为止,她旗下的大多数基金在2023年都实现了两位数的回报。她的旗舰基金<a href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a>今年上涨了约31%。ARK下一代互联网ETF (ARKW)上涨了43%。她表示:“如果说有什么不同的话,那就是创新在困难时期会获得动力。”“我们的投资组合今年表现出色的原因——确实如此——是因为它们在日益艰难的环境中获得了更多的份额。一个接一个地,我们将重新赚钱——这一切都是关于收入增长和利润率扩大。”在周三的采访中,伍德还表示,美国汽车工人联合会(uaw)的罢工对ARK的核心投资<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>来说可能是一个积极的发展。根据数据,特斯拉是ARKK的最大持仓公司。虽然可能会出现更多的生产短缺,但伍德表示,消费者的偏好正在转向价格一直在下降的电动汽车。她认为,“特斯拉只是","text":"摘要:ARK Innovation ETF(ARKK)今年上涨了约 31%,ARK 下一代互联网 ETF ( ARKW ) 上涨 43%。方舟投资(ARK)CEO凯西·伍德表示,当美联储降息时,投资者将涌向专注于热门主题的基金。伍德正在通过一项新收购加大投资策略的创新力度。作为ARK投资管理公司的创始人,她表示,欧洲央行可能会在2024年开始降息,这将有利于她多年来一直青睐的策略类型。ARK投资管理公司收购了另一家交易所交易基金发行人Rize ETF Limited,以大举进军欧洲新兴的趋势驱动型投资市场。伍德周三在接受采访时表示:“我认为,我们正处于大幅加息的另一边,那次加息确实破坏了很多表现。”“这是最重要的。我们已经准备好迎接黄金时段了。”尽管伍德承认,随着全球各国央行上调利率以对抗通胀,她的ETF去年表现不佳,但到目前为止,她旗下的大多数基金在2023年都实现了两位数的回报。她的旗舰基金$ARK Innovation ETF(ARKK)$今年上涨了约31%。ARK下一代互联网ETF (ARKW)上涨了43%。她表示:“如果说有什么不同的话,那就是创新在困难时期会获得动力。”“我们的投资组合今年表现出色的原因——确实如此——是因为它们在日益艰难的环境中获得了更多的份额。一个接一个地,我们将重新赚钱——这一切都是关于收入增长和利润率扩大。”在周三的采访中,伍德还表示,美国汽车工人联合会(uaw)的罢工对ARK的核心投资$特斯拉(TSLA)$来说可能是一个积极的发展。根据数据,特斯拉是ARKK的最大持仓公司。虽然可能会出现更多的生产短缺,但伍德表示,消费者的偏好正在转向价格一直在下降的电动汽车。她认为,“特斯拉只是","images":[{"img":"https://static.tigerbbs.com/ef1fae0bad3c205d14a383a29854f036","width":"1000","height":"1000"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/222503332519976","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":219314103242752,"gmtCreate":1694581030249,"gmtModify":1694581031478,"author":{"id":"4096015652742090","authorId":"4096015652742090","name":"日内瓦喷泉","avatar":"https://static.tigerbbs.com/44849e13a0d986c7c7f06335ba754d82","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/219314103242752","repostId":"210986166874152","repostType":1,"repost":{"id":210986166874152,"gmtCreate":1692529881857,"gmtModify":1692530230689,"author":{"id":"9000000000000038","authorId":"9000000000000038","name":"中文投资网","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"8月回调月,但这些股拥有反弹机会,或有翻倍回报","htmlText":"到目前为止,八月份对于股市而言是一个动荡的月份。美国股指在本月内均是下跌的走势,其估值也正从高位跌落。标普500指数本月下跌了4%,纳斯达克指数则下跌了约6%。美联储7月份会议纪要显示,为控制通胀可能需要进一步收紧政策,这加剧了投资者的担忧。其他地区的市场同样也放缓了,Vanguard富时全球除美指数在过去一个月内是走低的。Wells Fargo Investment Institute高级全球市场策略师Sameer Samana表示:“我们认为,股票市场最近的停滞是由于长期利率急剧上升、对经济放缓和持续通胀的担忧,以及盈利疲软所致。”她在周二的一份报告中表示,该公司预测标普500指数将回撤至“关键支撑水平”,分别为50日移动平均线和200日移动平均线,即4,433和4,112。Samana补充道:“投资者应保持守势,等待更好的风险回报权衡。”尽管如此,仍有一些人对标普500指数持乐观态度,该指数周三报收于4,404点左右。CNBC的市场策略师调查显示,给予该指数的年底最高目标点位为4,900点,目标中值为4,450点。投资公司Sanders Morris Harris的董事长George Ball预测标普500指数将达到5,000点。他在周一的一份报告中表示,即使利率超过5%,公司也将展现出“令人瞩目”的超过盈利预期的能力。他说:“投资者应该保持正常的股票、债券和现金比例,但他们应该从大盘股和FANG类科技巨头股票转向中盘科技股,这些股票的估值更有吸引力。”仍有上升潜力的股票对于那些寻找本月出现回调但仍有上涨潜力股票的人,CNBC Pro对标普500指数和Vanguard富时全球除美指数进行了筛选。入选的股票都在8月份出现了下跌,但其平均目标价至少仍有30%的上涨潜力,并且至少有一半的分析师给予买入评级。入选的美国科技股包括Block((SQ))、PayPal((PYPL","listText":"到目前为止,八月份对于股市而言是一个动荡的月份。美国股指在本月内均是下跌的走势,其估值也正从高位跌落。标普500指数本月下跌了4%,纳斯达克指数则下跌了约6%。美联储7月份会议纪要显示,为控制通胀可能需要进一步收紧政策,这加剧了投资者的担忧。其他地区的市场同样也放缓了,Vanguard富时全球除美指数在过去一个月内是走低的。Wells Fargo Investment Institute高级全球市场策略师Sameer Samana表示:“我们认为,股票市场最近的停滞是由于长期利率急剧上升、对经济放缓和持续通胀的担忧,以及盈利疲软所致。”她在周二的一份报告中表示,该公司预测标普500指数将回撤至“关键支撑水平”,分别为50日移动平均线和200日移动平均线,即4,433和4,112。Samana补充道:“投资者应保持守势,等待更好的风险回报权衡。”尽管如此,仍有一些人对标普500指数持乐观态度,该指数周三报收于4,404点左右。CNBC的市场策略师调查显示,给予该指数的年底最高目标点位为4,900点,目标中值为4,450点。投资公司Sanders Morris Harris的董事长George Ball预测标普500指数将达到5,000点。他在周一的一份报告中表示,即使利率超过5%,公司也将展现出“令人瞩目”的超过盈利预期的能力。他说:“投资者应该保持正常的股票、债券和现金比例,但他们应该从大盘股和FANG类科技巨头股票转向中盘科技股,这些股票的估值更有吸引力。”仍有上升潜力的股票对于那些寻找本月出现回调但仍有上涨潜力股票的人,CNBC Pro对标普500指数和Vanguard富时全球除美指数进行了筛选。入选的股票都在8月份出现了下跌,但其平均目标价至少仍有30%的上涨潜力,并且至少有一半的分析师给予买入评级。入选的美国科技股包括Block((SQ))、PayPal((PYPL","text":"到目前为止,八月份对于股市而言是一个动荡的月份。美国股指在本月内均是下跌的走势,其估值也正从高位跌落。标普500指数本月下跌了4%,纳斯达克指数则下跌了约6%。美联储7月份会议纪要显示,为控制通胀可能需要进一步收紧政策,这加剧了投资者的担忧。其他地区的市场同样也放缓了,Vanguard富时全球除美指数在过去一个月内是走低的。Wells Fargo Investment Institute高级全球市场策略师Sameer Samana表示:“我们认为,股票市场最近的停滞是由于长期利率急剧上升、对经济放缓和持续通胀的担忧,以及盈利疲软所致。”她在周二的一份报告中表示,该公司预测标普500指数将回撤至“关键支撑水平”,分别为50日移动平均线和200日移动平均线,即4,433和4,112。Samana补充道:“投资者应保持守势,等待更好的风险回报权衡。”尽管如此,仍有一些人对标普500指数持乐观态度,该指数周三报收于4,404点左右。CNBC的市场策略师调查显示,给予该指数的年底最高目标点位为4,900点,目标中值为4,450点。投资公司Sanders Morris Harris的董事长George Ball预测标普500指数将达到5,000点。他在周一的一份报告中表示,即使利率超过5%,公司也将展现出“令人瞩目”的超过盈利预期的能力。他说:“投资者应该保持正常的股票、债券和现金比例,但他们应该从大盘股和FANG类科技巨头股票转向中盘科技股,这些股票的估值更有吸引力。”仍有上升潜力的股票对于那些寻找本月出现回调但仍有上涨潜力股票的人,CNBC 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