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LRR1894

LRR1894

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2022-01-29

$Tesla Motors(TSLA)$🤞

2022-01-28

$Grab Holdings(GRAB)$🤞

2022-01-28

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@你的富富学姐:$顺鑫农业(000860)$ $北大荒(600598)$ $隆平高科(000998)$ 汤加火山喷发影响本地农业，气温下降影响农产品产量粮食可贵不要浪费，节约粮食未雨绸缪！@小虎AV@爱发红包的虎妞@话题虎@Seven8

2022-01-28

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@不醉自醉的Z:$Niu Technologies(NIU)$同质化代表着经验可复制性，而独特性取决于对目标国家和地区的足够深耕和了解，产品看起来就很有差异性特色，小牛确实是一家有思想的品牌

2022-01-28

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@OptionPlus:年度捡钱机会来了！最适合ATVI的期权操作！

2022-01-27

$Apple(AAPL)$🤞🤞🤞

2022-01-27

$Tesla Motors(TSLA)$🤞🤞

2022-01-27

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@Buy_Sell:🚀【1月17日】看本周关键事件，聊聊交易计划

2022-01-27

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@美股研习社:美股掘金 | 议员股神佩洛西的财富密码

2022-01-27

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@OptionPlus:年度捡钱机会来了！最适合ATVI的期权操作！

2022-01-25

$Apple(AAPL)$🤞

2022-01-25

$Tesla Motors(TSLA)$ slowly moving in

2022-01-23

$Tesla Motors(TSLA)$🤞🤞🤞

2022-01-22

$Royal Dutch Shell Plc(RYDAF)$ 😉

2022-01-21

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@Roger0812:$Tesla Motors(TSLA)$请教一下，下面的期权，有含W的，比如1月14；有不含W的，比如1月21，两者有什么区别？分别有什么意义？🙏

2022-01-21

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@猛虎财经:Sea无惧腾讯减持，三大因素将继续推动其高歌猛进

2022-01-21

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@gugu:2021年投资总结：正确的抄底方式

2022-01-20

$Apple(AAPL)$🤞

2022-01-20

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@言财美股研究社:加息与缩表会是决定价值股跑赢科技成长股的信号枪吗？

2022-01-20

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@小虎说英股:以总面积来算，哈萨克斯坦是世界第九大国家。这个国家太大了，甚至其总面积超过全西欧那哈萨克斯坦自然资源多多哈萨克斯坦拥有丰富自然资源并贵金属特别多。值得关注的是国家有世界最大的铀储备。目前在全球开采铀量中，哈萨克斯坦组成41% 国家最大的开采铀的公司是国有的KAZATOMPROM$JOINT STOCK COMPANY NATIONAL ATOMIC COMPANY KAZATOMPROM(KAP.UK)$ 目前在国家开采量中，该公司组成58% 公司也开采稀土公司对各个重要国际市场如中国美国日本欧盟出口铀和稀土。那公司有独立的运营模式但是哈萨克斯坦国权财富基金持有75%股份。公司2018年底赴伦交所上市。公司的伦敦股票以美金计价和支付股息。目前公司的股息回报率为3.7%以下图标显示公司的股价从上市到现在。发行价为12美金现在股价大约35美金。所以在短短三年时期股价年化复合增长率为39% 那公司用哈萨克斯坦的坚戈KZT 报道财务细节。目前1美金等于431坚戈KZT。公司每年两次报道财务细节。在2021年半年，公司总收入为2350亿KZT（大约5.4亿美金）并净利润为660亿KZT（1.5亿美金）公司的总债务很小，债务总额为2.5亿美金。最近几年随着新能源趋势和世界核电站越来越多，铀价格一直在上涨喜欢投资新能源公司的人也能考虑世界最大开采钴的公司，瑞士的$GLENCORE PLC(GLEN.UK)$&nb

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href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>🤞","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>🤞","text":"$Tesla Motors(TSLA)$🤞","images":[{"img":"https://static.tigerbbs.com/8705398e9711ad3af78ab84a60b3ab1b","width":"1080","height":"2530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639792549","isVote":1,"tweetType":1,"viewCount":768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":639259541,"gmtCreate":1643327518200,"gmtModify":1643327518353,"author":{"id":"4097500293159680","authorId":"4097500293159680","name":"LRR1894","avatar":"https://static.tigerbbs.com/d4ad764de3963ceb04de55e1bccdd686","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097500293159680","idStr":"4097500293159680"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>🤞","listText":"<a 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href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a><a target=\"_blank\" href=\"https://laohu8.com/U/3502767768442965\">@话题虎</a><a target=\"_blank\" href=\"https://laohu8.com/U/20703384576125\">@Seven8</a>\n \n","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/000860\">$顺鑫农业(000860)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/600598\">$北大荒(600598)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/000998\">$隆平高科(000998)$</a>&nbsp;汤加火山喷发影响本地农业，气温下降影响农产品产量粮食可贵不要浪费，节约粮食未雨绸缪！<a target=\"_blank\" href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a><a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a><a target=\"_blank\" href=\"https://laohu8.com/U/3502767768442965\">@话题虎</a><a target=\"_blank\" href=\"https://laohu8.com/U/20703384576125\">@Seven8</a>","text":"$顺鑫农业(000860)$ $北大荒(600598)$ $隆平高科(000998)$ 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ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639259805","repostId":"697229686","repostType":1,"repost":{"id":697229686,"gmtCreate":1642495047049,"gmtModify":1642549079105,"author":{"id":"3570591612715802","authorId":"3570591612715802","name":"不醉自醉的Z","avatar":"https://static.tigerbbs.com/091d497ffaf4a710da924bcb078960b1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570591612715802","idStr":"3570591612715802"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIU\">$Niu Technologies(NIU)$</a>同质化代表着经验可复制性，而独特性取决于对目标国家和地区的足够深耕和了解，产品看起来就很有差异性特色，小牛确实是一家有思想的品牌","listText":"<a href=\"https://laohu8.com/S/NIU\">$Niu Technologies(NIU)$</a>同质化代表着经验可复制性，而独特性取决于对目标国家和地区的足够深耕和了解，产品看起来就很有差异性特色，小牛确实是一家有思想的品牌","text":"$Niu Technologies(NIU)$同质化代表着经验可复制性，而独特性取决于对目标国家和地区的足够深耕和了解，产品看起来就很有差异性特色，小牛确实是一家有思想的品牌","images":[{"img":"https://static.tigerbbs.com/2631916ee47fb5beae2d62d9878f9397","width":"1258","height":"1252"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697229686","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639259179,"gmtCreate":1643327456511,"gmtModify":1643327456636,"author":{"id":"4097500293159680","authorId":"4097500293159680","name":"LRR1894","avatar":"https://static.tigerbbs.com/d4ad764de3963ceb04de55e1bccdd686","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097500293159680","idStr":"4097500293159680"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639259179","repostId":"697422155","repostType":1,"repost":{"id":697422155,"gmtCreate":1642567058619,"gmtModify":1642589799449,"author":{"id":"3527667591235607","authorId":"3527667591235607","name":"OptionPlus","avatar":"https://static.tigerbbs.com/e8009c23927adcf8b5e1e1d101178392","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667591235607","idStr":"3527667591235607"},"themes":[],"title":"年度捡钱机会来了！最适合ATVI的期权操作！","htmlText":"“上帝给暴雪关上了一个door，就会给他开一扇Windows”。 <a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 在毫无征兆的情况下，宣布将以每股95美元的价格全现金<a target=\"_blank\" href=\"https://laohu8.com/S/ATVI\">$动视暴雪(ATVI)$</a> ，交易总价值687亿美元，较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案，也是微软自1975年成立以来所进行的最大一笔收购。交易完成后，微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权，暴雪旗下的游戏我就不细数了，80年代的回忆杀。全现金、明年完成！微软和暴雪的<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16425609441647&quot;}\" target=\"_blank\">电话会</a>中显示双方都认为这个收购是完美的！说明交易成功性非常高，这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成，也意味着微软将超过任天堂成为全球收入第三高的游戏公司，仅次于腾讯和索尼。微软CEO纳德拉表示，这笔交易将对微软下一步开发元宇宙发挥关键作用，这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多，推荐大家看今天电话会的文字稿，非常具有前瞻指导。 <a href=\"https://laohu8.com/TW/697415374\" target=\"_blank\">微软687亿美元并购动视暴雪会议纪要完整版</a>","listText":"“上帝给暴雪关上了一个door，就会给他开一扇Windows”。 <a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 在毫无征兆的情况下，宣布将以每股95美元的价格全现金<a target=\"_blank\" href=\"https://laohu8.com/S/ATVI\">$动视暴雪(ATVI)$</a> ，交易总价值687亿美元，较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案，也是微软自1975年成立以来所进行的最大一笔收购。交易完成后，微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权，暴雪旗下的游戏我就不细数了，80年代的回忆杀。全现金、明年完成！微软和暴雪的<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16425609441647&quot;}\" target=\"_blank\">电话会</a>中显示双方都认为这个收购是完美的！说明交易成功性非常高，这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成，也意味着微软将超过任天堂成为全球收入第三高的游戏公司，仅次于腾讯和索尼。微软CEO纳德拉表示，这笔交易将对微软下一步开发元宇宙发挥关键作用，这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多，推荐大家看今天电话会的文字稿，非常具有前瞻指导。 <a href=\"https://laohu8.com/TW/697415374\" target=\"_blank\">微软687亿美元并购动视暴雪会议纪要完整版</a>","text":"“上帝给暴雪关上了一个door，就会给他开一扇Windows”。 $微软(MSFT)$ 在毫无征兆的情况下，宣布将以每股95美元的价格全现金$动视暴雪(ATVI)$ ，交易总价值687亿美元，较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案，也是微软自1975年成立以来所进行的最大一笔收购。交易完成后，微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权，暴雪旗下的游戏我就不细数了，80年代的回忆杀。全现金、明年完成！微软和暴雪的电话会中显示双方都认为这个收购是完美的！说明交易成功性非常高，这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成，也意味着微软将超过任天堂成为全球收入第三高的游戏公司，仅次于腾讯和索尼。微软CEO纳德拉表示，这笔交易将对微软下一步开发元宇宙发挥关键作用，这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多，推荐大家看今天电话会的文字稿，非常具有前瞻指导。 微软687亿美元并购动视暴雪会议纪要完整版","images":[{"img":"https://static.tigerbbs.com/cd4d2f45c217529a7e6c7582585fd3ee","width":"890","height":"894"},{"img":"https://static.tigerbbs.com/96914bbe34bd1729e28e4b2efe18e428","width":"902","height":"922"},{"img":"https://static.tigerbbs.com/4bdd90625e539365f110b177070842bf","width":"1272","height":"372"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697422155","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639179171,"gmtCreate":1643220183384,"gmtModify":1643220183511,"author":{"id":"4097500293159680","authorId":"4097500293159680","name":"LRR1894","avatar":"https://static.tigerbbs.com/d4ad764de3963ceb04de55e1bccdd686","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097500293159680","idStr":"4097500293159680"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>🤞🤞🤞","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>🤞🤞🤞","text":"$Apple(AAPL)$🤞🤞🤞","images":[{"img":"https://static.tigerbbs.com/b2e43f038f517a825846e32352ca37a0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639179171","isVote":1,"tweetType":1,"viewCount":789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":639179325,"gmtCreate":1643220139171,"gmtModify":1643220139288,"author":{"id":"4097500293159680","authorId":"4097500293159680","name":"LRR1894","avatar":"https://static.tigerbbs.com/d4ad764de3963ceb04de55e1bccdd686","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097500293159680","idStr":"4097500293159680"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>🤞🤞","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>🤞🤞","text":"$Tesla Motors(TSLA)$🤞🤞","images":[{"img":"https://static.tigerbbs.com/2ebeb2acf4260acc32333745e74b6963","width":"1080","height":"2431"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639179325","isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":639179024,"gmtCreate":1643220089165,"gmtModify":1643220089250,"author":{"id":"4097500293159680","authorId":"4097500293159680","name":"LRR1894","avatar":"https://static.tigerbbs.com/d4ad764de3963ceb04de55e1bccdd686","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097500293159680","idStr":"4097500293159680"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639179024","repostId":"697175245","repostType":1,"repost":{"id":697175245,"gmtCreate":1642387332128,"gmtModify":1642400481117,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"🚀【1月17日】看本周关键事件，聊聊交易计划","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。  港股市场 1月17日，恒生指数开盘上涨6.97点，涨幅0.03%，报24390.29点；国企指数开盘下跌22.02点，跌幅0.26%，报8532.77点；红筹指数开盘上涨2.82点，涨幅0.07%，报4098.05点； 恒生科技指数开跌0.29%，大型科技股多数下跌，<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 小幅高开，<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 走低； 港股博彩股集体上扬，<a target=\"_blank\" href=\"https://laohu8.com/S/01928\">$金沙中国有限公司(01928)$</a> 涨近15%，<a target=\"_blank\" href=\"https://laohu8.com/S/01128\">$永利澳门(01128)$</a> 涨14.5%，<a target=\"_blank\" href=\"https://laohu8.com/S/00027\">$银河娱乐(00027)$</a> 涨10.58%，<a target=\"_blank\" href=\"https://laohu8.com/S/02282\">$美高梅中国(02282)$</a> 涨9","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。  港股市场 1月17日，恒生指数开盘上涨6.97点，涨幅0.03%，报24390.29点；国企指数开盘下跌22.02点，跌幅0.26%，报8532.77点；红筹指数开盘上涨2.82点，涨幅0.07%，报4098.05点； 恒生科技指数开跌0.29%，大型科技股多数下跌，<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 小幅高开，<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 走低； 港股博彩股集体上扬，<a target=\"_blank\" href=\"https://laohu8.com/S/01928\">$金沙中国有限公司(01928)$</a> 涨近15%，<a target=\"_blank\" href=\"https://laohu8.com/S/01128\">$永利澳门(01128)$</a> 涨14.5%，<a target=\"_blank\" href=\"https://laohu8.com/S/00027\">$银河娱乐(00027)$</a> 涨10.58%，<a target=\"_blank\" href=\"https://laohu8.com/S/02282\">$美高梅中国(02282)$</a> 涨9","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 1月17日，恒生指数开盘上涨6.97点，涨幅0.03%，报24390.29点；国企指数开盘下跌22.02点，跌幅0.26%，报8532.77点；红筹指数开盘上涨2.82点，涨幅0.07%，报4098.05点； 恒生科技指数开跌0.29%，大型科技股多数下跌，$网易-S(09999)$ 小幅高开，$京东集团-SW(09618)$ 、$美团-W(03690)$ 、$小米集团-W(01810)$ 走低； 港股博彩股集体上扬，$金沙中国有限公司(01928)$ 涨近15%，$永利澳门(01128)$ 涨14.5%，$银河娱乐(00027)$ 涨10.58%，$美高梅中国(02282)$ 涨9","images":[{"img":"https://static.tigerbbs.com/8c224c9889536a14f83eca563ae0bb07","width":"666","height":"284"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697175245","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639170721,"gmtCreate":1643220080848,"gmtModify":1643220080949,"author":{"id":"4097500293159680","authorId":"4097500293159680","name":"LRR1894","avatar":"https://static.tigerbbs.com/d4ad764de3963ceb04de55e1bccdd686","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097500293159680","idStr":"4097500293159680"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639170721","repostId":"697815514","repostType":1,"repost":{"id":697815514,"gmtCreate":1642400304357,"gmtModify":1642423724583,"author":{"id":"4092209177497620","authorId":"4092209177497620","name":"美股研习社","avatar":"https://static.tigerbbs.com/504f9801d521d1863fa1d263ff8ea79d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092209177497620","idStr":"4092209177497620"},"themes":[],"title":"美股掘金 | 议员股神佩洛西的财富密码","htmlText":"摘要：或许议员比机构持仓更有指导意义 作者：美股研习社 刚过去的21年无疑是资本市场极不寻常的一年：通胀爆表，成长股腰斩式杀估值，中概寒冬，美联储年末转鹰...投资者们面临了比往常更多的挑战。而迈入22年，美股一直处在大幅震荡中，焦虑的市场仿佛找不到方向。 那么今年到底应该买什么呢？或许这个问题可以从一个特殊的群体中找到些蛛丝马迹，比如女议员“股神”佩洛西。在说佩洛西之前，我们不妨先来对比看看20年一战封神的另一位女股神Cathie Wood，Ark基金的掌门人“木头姐”。 01 木头姐的韭菜之路？ 20年木头姐因为旗舰基金Arkk重仓特斯拉走上神坛，被誉为“牛市女王”，受到一众散户追捧。而且她的每日操作公开透明，所以也方便追踪和抄作业。然而时间进入21年，如上图可见Arkk的表现可谓是江河日下，近一年回报率为触目惊心的-44.7%。 如果说是熊市，也许情有可原，然而同期标普500的表现却是+24.5——一来一回是高达近70个点的差距，如果去年选择长持Arkk的朋友可想而知...这也就是越来越多网友怒称其是“大韭菜”的原因，以至于甚至有专门做空Ark的SARK基金横空出世——如下图，SARK 11月成立以来回报率尽然高达约50%。 SARK成立以来走势 进一步来看，木头姐去年除了特斯拉，基本没有任何可圈可点的地方。而且去年Q4，她还在连续卖出特斯拉，不断加仓她认为的未来有颠覆式创新能力的公司，比如Teladoc Health，Roku、Zoom等等。 也许这些木头姐的心水股在5年乃至更久的时间也会有不错的回报，但目前仍然没有看到困境反转的点。比如Arkk目前第四重仓的Roku（持仓占比5.91%，相较21Q3仍有上升），股价自高点已下跌近70%，而关键基本面数据仍没有向好的趋势—— 从最近季度21Q3的财报数据来看，Roku的营收同比增长51%，和华尔街预期基本in lin","listText":"摘要：或许议员比机构持仓更有指导意义 作者：美股研习社 刚过去的21年无疑是资本市场极不寻常的一年：通胀爆表，成长股腰斩式杀估值，中概寒冬，美联储年末转鹰...投资者们面临了比往常更多的挑战。而迈入22年，美股一直处在大幅震荡中，焦虑的市场仿佛找不到方向。 那么今年到底应该买什么呢？或许这个问题可以从一个特殊的群体中找到些蛛丝马迹，比如女议员“股神”佩洛西。在说佩洛西之前，我们不妨先来对比看看20年一战封神的另一位女股神Cathie Wood，Ark基金的掌门人“木头姐”。 01 木头姐的韭菜之路？ 20年木头姐因为旗舰基金Arkk重仓特斯拉走上神坛，被誉为“牛市女王”，受到一众散户追捧。而且她的每日操作公开透明，所以也方便追踪和抄作业。然而时间进入21年，如上图可见Arkk的表现可谓是江河日下，近一年回报率为触目惊心的-44.7%。 如果说是熊市，也许情有可原，然而同期标普500的表现却是+24.5——一来一回是高达近70个点的差距，如果去年选择长持Arkk的朋友可想而知...这也就是越来越多网友怒称其是“大韭菜”的原因，以至于甚至有专门做空Ark的SARK基金横空出世——如下图，SARK 11月成立以来回报率尽然高达约50%。 SARK成立以来走势 进一步来看，木头姐去年除了特斯拉，基本没有任何可圈可点的地方。而且去年Q4，她还在连续卖出特斯拉，不断加仓她认为的未来有颠覆式创新能力的公司，比如Teladoc Health，Roku、Zoom等等。 也许这些木头姐的心水股在5年乃至更久的时间也会有不错的回报，但目前仍然没有看到困境反转的点。比如Arkk目前第四重仓的Roku（持仓占比5.91%，相较21Q3仍有上升），股价自高点已下跌近70%，而关键基本面数据仍没有向好的趋势—— 从最近季度21Q3的财报数据来看，Roku的营收同比增长51%，和华尔街预期基本in lin","text":"摘要：或许议员比机构持仓更有指导意义 作者：美股研习社 刚过去的21年无疑是资本市场极不寻常的一年：通胀爆表，成长股腰斩式杀估值，中概寒冬，美联储年末转鹰...投资者们面临了比往常更多的挑战。而迈入22年，美股一直处在大幅震荡中，焦虑的市场仿佛找不到方向。 那么今年到底应该买什么呢？或许这个问题可以从一个特殊的群体中找到些蛛丝马迹，比如女议员“股神”佩洛西。在说佩洛西之前，我们不妨先来对比看看20年一战封神的另一位女股神Cathie Wood，Ark基金的掌门人“木头姐”。 01 木头姐的韭菜之路？ 20年木头姐因为旗舰基金Arkk重仓特斯拉走上神坛，被誉为“牛市女王”，受到一众散户追捧。而且她的每日操作公开透明，所以也方便追踪和抄作业。然而时间进入21年，如上图可见Arkk的表现可谓是江河日下，近一年回报率为触目惊心的-44.7%。 如果说是熊市，也许情有可原，然而同期标普500的表现却是+24.5——一来一回是高达近70个点的差距，如果去年选择长持Arkk的朋友可想而知...这也就是越来越多网友怒称其是“大韭菜”的原因，以至于甚至有专门做空Ark的SARK基金横空出世——如下图，SARK 11月成立以来回报率尽然高达约50%。 SARK成立以来走势 进一步来看，木头姐去年除了特斯拉，基本没有任何可圈可点的地方。而且去年Q4，她还在连续卖出特斯拉，不断加仓她认为的未来有颠覆式创新能力的公司，比如Teladoc Health，Roku、Zoom等等。 也许这些木头姐的心水股在5年乃至更久的时间也会有不错的回报，但目前仍然没有看到困境反转的点。比如Arkk目前第四重仓的Roku（持仓占比5.91%，相较21Q3仍有上升），股价自高点已下跌近70%，而关键基本面数据仍没有向好的趋势—— 从最近季度21Q3的财报数据来看，Roku的营收同比增长51%，和华尔街预期基本in lin","images":[{"img":"https://static.tigerbbs.com/e80e51e3ba1c44d347259ffdcf9a90c6","width":"589","height":"297"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697815514","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":997,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639170546,"gmtCreate":1643220072522,"gmtModify":1643220072666,"author":{"id":"4097500293159680","authorId":"4097500293159680","name":"LRR1894","avatar":"https://static.tigerbbs.com/d4ad764de3963ceb04de55e1bccdd686","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097500293159680","idStr":"4097500293159680"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639170546","repostId":"697422155","repostType":1,"repost":{"id":697422155,"gmtCreate":1642567058619,"gmtModify":1642589799449,"author":{"id":"3527667591235607","authorId":"3527667591235607","name":"OptionPlus","avatar":"https://static.tigerbbs.com/e8009c23927adcf8b5e1e1d101178392","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667591235607","idStr":"3527667591235607"},"themes":[],"title":"年度捡钱机会来了！最适合ATVI的期权操作！","htmlText":"“上帝给暴雪关上了一个door，就会给他开一扇Windows”。 <a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 在毫无征兆的情况下，宣布将以每股95美元的价格全现金<a target=\"_blank\" href=\"https://laohu8.com/S/ATVI\">$动视暴雪(ATVI)$</a> ，交易总价值687亿美元，较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案，也是微软自1975年成立以来所进行的最大一笔收购。交易完成后，微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权，暴雪旗下的游戏我就不细数了，80年代的回忆杀。全现金、明年完成！微软和暴雪的<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16425609441647&quot;}\" target=\"_blank\">电话会</a>中显示双方都认为这个收购是完美的！说明交易成功性非常高，这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成，也意味着微软将超过任天堂成为全球收入第三高的游戏公司，仅次于腾讯和索尼。微软CEO纳德拉表示，这笔交易将对微软下一步开发元宇宙发挥关键作用，这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多，推荐大家看今天电话会的文字稿，非常具有前瞻指导。 <a href=\"https://laohu8.com/TW/697415374\" target=\"_blank\">微软687亿美元并购动视暴雪会议纪要完整版</a>","listText":"“上帝给暴雪关上了一个door，就会给他开一扇Windows”。 <a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 在毫无征兆的情况下，宣布将以每股95美元的价格全现金<a target=\"_blank\" href=\"https://laohu8.com/S/ATVI\">$动视暴雪(ATVI)$</a> ，交易总价值687亿美元，较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案，也是微软自1975年成立以来所进行的最大一笔收购。交易完成后，微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权，暴雪旗下的游戏我就不细数了，80年代的回忆杀。全现金、明年完成！微软和暴雪的<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16425609441647&quot;}\" target=\"_blank\">电话会</a>中显示双方都认为这个收购是完美的！说明交易成功性非常高，这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成，也意味着微软将超过任天堂成为全球收入第三高的游戏公司，仅次于腾讯和索尼。微软CEO纳德拉表示，这笔交易将对微软下一步开发元宇宙发挥关键作用，这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多，推荐大家看今天电话会的文字稿，非常具有前瞻指导。 <a href=\"https://laohu8.com/TW/697415374\" target=\"_blank\">微软687亿美元并购动视暴雪会议纪要完整版</a>","text":"“上帝给暴雪关上了一个door，就会给他开一扇Windows”。 $微软(MSFT)$ 在毫无征兆的情况下，宣布将以每股95美元的价格全现金$动视暴雪(ATVI)$ ，交易总价值687亿美元，较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案，也是微软自1975年成立以来所进行的最大一笔收购。交易完成后，微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权，暴雪旗下的游戏我就不细数了，80年代的回忆杀。全现金、明年完成！微软和暴雪的电话会中显示双方都认为这个收购是完美的！说明交易成功性非常高，这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成，也意味着微软将超过任天堂成为全球收入第三高的游戏公司，仅次于腾讯和索尼。微软CEO纳德拉表示，这笔交易将对微软下一步开发元宇宙发挥关键作用，这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多，推荐大家看今天电话会的文字稿，非常具有前瞻指导。 微软687亿美元并购动视暴雪会议纪要完整版","images":[{"img":"https://static.tigerbbs.com/cd4d2f45c217529a7e6c7582585fd3ee","width":"890","height":"894"},{"img":"https://static.tigerbbs.com/96914bbe34bd1729e28e4b2efe18e428","width":"902","height":"922"},{"img":"https://static.tigerbbs.com/4bdd90625e539365f110b177070842bf","width":"1272","height":"372"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697422155","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639091173,"gmtCreate":1643074425979,"gmtModify":1643074426107,"author":{"id":"4097500293159680","authorId":"4097500293159680","name":"LRR1894","avatar":"https://static.tigerbbs.com/d4ad764de3963ceb04de55e1bccdd686","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097500293159680","idStr":"4097500293159680"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>🤞","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>🤞","text":"$Apple(AAPL)$🤞","images":[{"img":"https://static.tigerbbs.com/d6d1d9071a0380bf9ee0fa6bba3d604d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639091173","isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":639091903,"gmtCreate":1643074391075,"gmtModify":1643074391162,"author":{"id":"4097500293159680","authorId":"4097500293159680","name":"LRR1894","avatar":"https://static.tigerbbs.com/d4ad764de3963ceb04de55e1bccdd686","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097500293159680","idStr":"4097500293159680"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>&nbsp;slowly moving in&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>&nbsp;slowly moving in&nbsp;","text":"$Tesla Motors(TSLA)$ slowly moving in","images":[{"img":"https://static.tigerbbs.com/1d905e93d1ce292b44bca54d8a7cb289","width":"1080","height":"2530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639091903","isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":630263396,"gmtCreate":1642912058887,"gmtModify":1642912059027,"author":{"id":"4097500293159680","authorId":"4097500293159680","name":"LRR1894","avatar":"https://static.tigerbbs.com/d4ad764de3963ceb04de55e1bccdd686","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097500293159680","idStr":"4097500293159680"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>🤞🤞🤞","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>🤞🤞🤞","text":"$Tesla Motors(TSLA)$🤞🤞🤞","images":[{"img":"https://static.tigerbbs.com/6206861bfccfb4a3e69c19887187ee86","width":"1080","height":"2530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630263396","isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":630628547,"gmtCreate":1642826268789,"gmtModify":1642826268877,"author":{"id":"4097500293159680","authorId":"4097500293159680","name":"LRR1894","avatar":"https://static.tigerbbs.com/d4ad764de3963ceb04de55e1bccdd686","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097500293159680","idStr":"4097500293159680"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RYDAF\">$Royal Dutch Shell Plc(RYDAF)$</a>&nbsp;😉","listText":"<a href=\"https://laohu8.com/S/RYDAF\">$Royal Dutch Shell Plc(RYDAF)$</a>&nbsp;😉","text":"$Royal Dutch Shell Plc(RYDAF)$ 😉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630628547","isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630153683,"gmtCreate":1642749893681,"gmtModify":1642749893767,"author":{"id":"4097500293159680","authorId":"4097500293159680","name":"LRR1894","avatar":"https://static.tigerbbs.com/d4ad764de3963ceb04de55e1bccdd686","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097500293159680","idStr":"4097500293159680"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630153683","repostId":"694607268","repostType":1,"repost":{"id":694607268,"gmtCreate":1641945290279,"gmtModify":1641960774403,"author":{"id":"3544246156971272","authorId":"3544246156971272","name":"Roger0812","avatar":"https://static.tigerbbs.com/52efe7eee81a3934f3f72bf1f558dc18","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3544246156971272","idStr":"3544246156971272"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>请教一下，下面的期权，有含W的，比如1月14；有不含W的，比如1月21，两者有什么区别？分别有什么意义？🙏","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>请教一下，下面的期权，有含W的，比如1月14；有不含W的，比如1月21，两者有什么区别？分别有什么意义？🙏","text":"$Tesla Motors(TSLA)$请教一下，下面的期权，有含W的，比如1月14；有不含W的，比如1月21，两者有什么区别？分别有什么意义？🙏","images":[{"img":"https://static.tigerbbs.com/b9cf3319b887b1541fcac6a039ad618c","width":"1170","height":"2532"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694607268","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630153084,"gmtCreate":1642749836007,"gmtModify":1642749836101,"author":{"id":"4097500293159680","authorId":"4097500293159680","name":"LRR1894","avatar":"https://static.tigerbbs.com/d4ad764de3963ceb04de55e1bccdd686","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097500293159680","idStr":"4097500293159680"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630153084","repostId":"694041476","repostType":1,"repost":{"id":694041476,"gmtCreate":1641750092430,"gmtModify":1641785313876,"author":{"id":"3480981608385315","authorId":"3480981608385315","name":"猛虎财经","avatar":"https://static.tigerbbs.com/5f4cecdb84af1583ad2d12f02487a5e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3480981608385315","idStr":"3480981608385315"},"themes":[],"title":"Sea无惧腾讯减持，三大因素将继续推动其高歌猛进","htmlText":"摘要：近期由于有着东南亚小腾讯之称的 “Sea” 受到腾讯的减持，使腾讯对 Sea 的股权从 21.3% 减少至 18.7%。受到市场调整、游戏用户增速放缓、腾讯减持等影响。进入 10 月以来，Sea 从最高 372 美元的位置已经跌到 187 美元，跌幅超过 50%，而且短期仍未看到企稳的迹象。尽管 Sea 短期承压，但是长期受到东南亚人口红利、经济高增长、互联网渗透率低、人口结构年轻化等利好因素，Sea 依靠在游戏 + 电商 + 数字支付三架马车飞速前进，Sea 不仅是东南亚的领导者，而且很可能成为电子商务领域国际扩 张的领导者。腾讯的减持将不会影响Sea长期的投资价值，2022年Sea值得我们重点关注。Sea三大核心部门Sea Ltd.是一家经营电商平台、制作数字游戏并提供在线金融服务的公司，由三个主要业务部门组成——Garena（数字娱 乐）、Shopee（电子商务）和 SeaMoney（数字金融服务）。Garena 是在线游戏开发和发行领域的全球领导者之一。其最具标志性的自研游戏是Freefire，它是2019年和2020年全球下载量最大的手游。 其次，Shopee 是 Sea 的电子商务部门。Shopee 是东南亚和台湾地区最大的电子商 务公司。在东南亚，Shopee 每月获得3.43 亿次访问，而第二大玩家 Tokopedia 获得 的网站访问量不到一半。 最后，Sea money 是 Sea 的金融服务和支付部门。它目前也是东南亚领先的金融服务和支付提供商。近两年，东南亚互联网行业在全球的影响力有不断提升，以亚马逊、沃尔玛、阿里巴巴、腾讯等都在加大资本入局这个市场。在外部资本力量加持，推动了Sea Limited、Lazada以及本土互联网企业的飞速发展。Sea Limited 一直在积极对其业务进行再投资，以迅速占领市场份额并扩大其在每个地区的用户群。从新","listText":"摘要：近期由于有着东南亚小腾讯之称的 “Sea” 受到腾讯的减持，使腾讯对 Sea 的股权从 21.3% 减少至 18.7%。受到市场调整、游戏用户增速放缓、腾讯减持等影响。进入 10 月以来，Sea 从最高 372 美元的位置已经跌到 187 美元，跌幅超过 50%，而且短期仍未看到企稳的迹象。尽管 Sea 短期承压，但是长期受到东南亚人口红利、经济高增长、互联网渗透率低、人口结构年轻化等利好因素，Sea 依靠在游戏 + 电商 + 数字支付三架马车飞速前进，Sea 不仅是东南亚的领导者，而且很可能成为电子商务领域国际扩 张的领导者。腾讯的减持将不会影响Sea长期的投资价值，2022年Sea值得我们重点关注。Sea三大核心部门Sea Ltd.是一家经营电商平台、制作数字游戏并提供在线金融服务的公司，由三个主要业务部门组成——Garena（数字娱 乐）、Shopee（电子商务）和 SeaMoney（数字金融服务）。Garena 是在线游戏开发和发行领域的全球领导者之一。其最具标志性的自研游戏是Freefire，它是2019年和2020年全球下载量最大的手游。 其次，Shopee 是 Sea 的电子商务部门。Shopee 是东南亚和台湾地区最大的电子商 务公司。在东南亚，Shopee 每月获得3.43 亿次访问，而第二大玩家 Tokopedia 获得 的网站访问量不到一半。 最后，Sea money 是 Sea 的金融服务和支付部门。它目前也是东南亚领先的金融服务和支付提供商。近两年，东南亚互联网行业在全球的影响力有不断提升，以亚马逊、沃尔玛、阿里巴巴、腾讯等都在加大资本入局这个市场。在外部资本力量加持，推动了Sea Limited、Lazada以及本土互联网企业的飞速发展。Sea Limited 一直在积极对其业务进行再投资，以迅速占领市场份额并扩大其在每个地区的用户群。从新","text":"摘要：近期由于有着东南亚小腾讯之称的 “Sea” 受到腾讯的减持，使腾讯对 Sea 的股权从 21.3% 减少至 18.7%。受到市场调整、游戏用户增速放缓、腾讯减持等影响。进入 10 月以来，Sea 从最高 372 美元的位置已经跌到 187 美元，跌幅超过 50%，而且短期仍未看到企稳的迹象。尽管 Sea 短期承压，但是长期受到东南亚人口红利、经济高增长、互联网渗透率低、人口结构年轻化等利好因素，Sea 依靠在游戏 + 电商 + 数字支付三架马车飞速前进，Sea 不仅是东南亚的领导者，而且很可能成为电子商务领域国际扩 张的领导者。腾讯的减持将不会影响Sea长期的投资价值，2022年Sea值得我们重点关注。Sea三大核心部门Sea Ltd.是一家经营电商平台、制作数字游戏并提供在线金融服务的公司，由三个主要业务部门组成——Garena（数字娱 乐）、Shopee（电子商务）和 SeaMoney（数字金融服务）。Garena 是在线游戏开发和发行领域的全球领导者之一。其最具标志性的自研游戏是Freefire，它是2019年和2020年全球下载量最大的手游。 其次，Shopee 是 Sea 的电子商务部门。Shopee 是东南亚和台湾地区最大的电子商 务公司。在东南亚，Shopee 每月获得3.43 亿次访问，而第二大玩家 Tokopedia 获得 的网站访问量不到一半。 最后，Sea money 是 Sea 的金融服务和支付部门。它目前也是东南亚领先的金融服务和支付提供商。近两年，东南亚互联网行业在全球的影响力有不断提升，以亚马逊、沃尔玛、阿里巴巴、腾讯等都在加大资本入局这个市场。在外部资本力量加持，推动了Sea Limited、Lazada以及本土互联网企业的飞速发展。Sea Limited 一直在积极对其业务进行再投资，以迅速占领市场份额并扩大其在每个地区的用户群。从新","images":[{"img":"https://static.tigerbbs.com/c16e132cb2ff763970eb2f8ce84212bf","width":"600","height":"320"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694041476","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630159702,"gmtCreate":1642749822032,"gmtModify":1642749822154,"author":{"id":"4097500293159680","authorId":"4097500293159680","name":"LRR1894","avatar":"https://static.tigerbbs.com/d4ad764de3963ceb04de55e1bccdd686","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097500293159680","idStr":"4097500293159680"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630159702","repostId":"694655844","repostType":1,"repost":{"id":694655844,"gmtCreate":1641968172437,"gmtModify":1641976523045,"author":{"id":"387611620380","authorId":"387611620380","name":"gugu","avatar":"https://static.laohu8.com/tiger_upload_file_1449509381.png","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"387611620380","idStr":"387611620380"},"themes":[],"title":"2021年投资总结：正确的抄底方式","htmlText":"2021年是我投资的第5个年头，老虎账户盈利-0.23%，5年年化收益28%。每次我的年度收益达到60%之后，第二年的收益就会比较惨淡。这现象也容易理解，股价涨幅主要由企业的盈利增速贡献，另外来自公司估值的变化。大多数个股，二者叠加勉强支撑一年60%的涨幅，第二年的股价犹如强弩之末。2021年1月底，美国十年期国债收益率从1.071%开始急剧上升，到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离，中概差不多在2月10日附近的高点跌落；实际上，这波也影响到A股，外资占比较高的消费和医药板块，过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%，标普2周内回撤3%，第三周止跌上扬。在这之后的9个月，标普和纳指只在9月和11月的个别周中有过几次回撤，整体上二者一路上扬，全年标普和纳指分别收涨27%和26.8%。我的持仓，在四季度中概仓位已达40%，特别是腾讯，自2020年末持有至2021年底，浮亏3%。靠着“已实现损益”的交易，全年账户收益-0.23%，跑输2大指数。目前美股和A股持仓：A股：<a target=\"_blank\" href=\"https://laohu8.com/S/601888\">$中国中免(601888)$</a>12.8%，陕西煤业8.8%，东财3.5%美股：<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 7.7%，meta11%，<a target=\"_blank\" href=\"https://laohu8.com/S/INMD\">$InMode Ltd.(INMD)$</a>13.5%中概：<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>31.5%，","listText":"2021年是我投资的第5个年头，老虎账户盈利-0.23%，5年年化收益28%。每次我的年度收益达到60%之后，第二年的收益就会比较惨淡。这现象也容易理解，股价涨幅主要由企业的盈利增速贡献，另外来自公司估值的变化。大多数个股，二者叠加勉强支撑一年60%的涨幅，第二年的股价犹如强弩之末。2021年1月底，美国十年期国债收益率从1.071%开始急剧上升，到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离，中概差不多在2月10日附近的高点跌落；实际上，这波也影响到A股，外资占比较高的消费和医药板块，过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%，标普2周内回撤3%，第三周止跌上扬。在这之后的9个月，标普和纳指只在9月和11月的个别周中有过几次回撤，整体上二者一路上扬，全年标普和纳指分别收涨27%和26.8%。我的持仓，在四季度中概仓位已达40%，特别是腾讯，自2020年末持有至2021年底，浮亏3%。靠着“已实现损益”的交易，全年账户收益-0.23%，跑输2大指数。目前美股和A股持仓：A股：<a target=\"_blank\" href=\"https://laohu8.com/S/601888\">$中国中免(601888)$</a>12.8%，陕西煤业8.8%，东财3.5%美股：<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 7.7%，meta11%，<a target=\"_blank\" href=\"https://laohu8.com/S/INMD\">$InMode Ltd.(INMD)$</a>13.5%中概：<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>31.5%，","text":"2021年是我投资的第5个年头，老虎账户盈利-0.23%，5年年化收益28%。每次我的年度收益达到60%之后，第二年的收益就会比较惨淡。这现象也容易理解，股价涨幅主要由企业的盈利增速贡献，另外来自公司估值的变化。大多数个股，二者叠加勉强支撑一年60%的涨幅，第二年的股价犹如强弩之末。2021年1月底，美国十年期国债收益率从1.071%开始急剧上升，到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离，中概差不多在2月10日附近的高点跌落；实际上，这波也影响到A股，外资占比较高的消费和医药板块，过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%，标普2周内回撤3%，第三周止跌上扬。在这之后的9个月，标普和纳指只在9月和11月的个别周中有过几次回撤，整体上二者一路上扬，全年标普和纳指分别收涨27%和26.8%。我的持仓，在四季度中概仓位已达40%，特别是腾讯，自2020年末持有至2021年底，浮亏3%。靠着“已实现损益”的交易，全年账户收益-0.23%，跑输2大指数。目前美股和A股持仓：A股：$中国中免(601888)$12.8%，陕西煤业8.8%，东财3.5%美股：$苹果(AAPL)$ 7.7%，meta11%，$InMode Ltd.(INMD)$13.5%中概：$腾讯控股(00700)$31.5%，","images":[{"img":"https://static.tigerbbs.com/acf6539fb81b6502b94bfd9b52b063cf","width":"572","height":"212"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694655844","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630014878,"gmtCreate":1642636266214,"gmtModify":1642636266486,"author":{"id":"4097500293159680","authorId":"4097500293159680","name":"LRR1894","avatar":"https://static.tigerbbs.com/d4ad764de3963ceb04de55e1bccdd686","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097500293159680","idStr":"4097500293159680"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>🤞","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>🤞","text":"$Apple(AAPL)$🤞","images":[{"img":"https://static.tigerbbs.com/7a869148ea44c43a79a86fdef334ba6f","width":"1080","height":"2530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630014878","isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":630014950,"gmtCreate":1642636202495,"gmtModify":1642636202799,"author":{"id":"4097500293159680","authorId":"4097500293159680","name":"LRR1894","avatar":"https://static.tigerbbs.com/d4ad764de3963ceb04de55e1bccdd686","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097500293159680","idStr":"4097500293159680"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630014950","repostId":"694689903","repostType":1,"repost":{"id":694689903,"gmtCreate":1641954512960,"gmtModify":1641959394973,"author":{"id":"4087984885325640","authorId":"4087984885325640","name":"言财美股研究社","avatar":"https://static.tigerbbs.com/4e4b8de7e5193af177d4fd115494e4a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087984885325640","idStr":"4087984885325640"},"themes":[],"title":"加息与缩表会是决定价值股跑赢科技成长股的信号枪吗？","htmlText":"导读：近期，美股成长股在taper、加息与缩表等一轮的货币正常化操作预期急剧升温之下迎来了暴跌，以纳斯达克为代表的科技股表现尤为惨烈，甚至创下了2000年科网泡沫破灭以来的最差表现，可谓是步步惊心，在市场暴跌之际，美股投资者的信心也在剧烈动摇，加息与缩表会戳破美股的牛市泡沫，从而将美股带向牛市谢幕演出，那么关键点就来了：&nbsp;1. 美股当下的泡沫真的很大吗？估值分位数如何？盈利预期如何？2. 这一次缩表的规模会有多大？上一次缩表的规模有多大？3. 加息与缩表真的是美股牛市的天敌吗？美股就必然会跌入熊市吗？接下来，我们将具体分析。上一轮货币正常化阶段的股市走势回顾美联储的上一轮货币正常化路径及重要时间节点及美股表现回顾：图 纳斯达克走势与美联储联邦基金利率走势叠加（粉色代表联邦基金利率）&nbsp;①2013-05-22，联储主席伯南克表示会削减QE3，正式开始货币正常化的进程；②2013年10月，缩减购债Taper预期升温，并从2013年12月18日开始Taper③2014年10月29日，宣布QE3结束，从实施taper到QE3结束，实际上花了10个月的时间；④在taper结束以后，美联储开始酝酿加息，并在2015年12月15日进行了美联储的首次加息，将联邦基金利率从0.15%上调整至0.37%。在首次加息之前，纳斯达克表现一直相对强势，反而是在12月首次加息之后，美股才开始一轮调整，从2015-12-15到2016年2月9日，纳斯达克调整幅度接近14%，二月份企稳以后开始新一轮上行。图 纳斯达克2015年12月15日首次加息前后股价走势⑤加息之后的缩表：在加息一年多以后，2017年4月5日美联储开始释放出缩表的信号，此时距离第一次加息(2015-12-15)，时间过去了16个月，联邦基金日利率从0.15%调升至0.91%，2017年5月24日，联储提出要进行定量式缩","listText":"导读：近期，美股成长股在taper、加息与缩表等一轮的货币正常化操作预期急剧升温之下迎来了暴跌，以纳斯达克为代表的科技股表现尤为惨烈，甚至创下了2000年科网泡沫破灭以来的最差表现，可谓是步步惊心，在市场暴跌之际，美股投资者的信心也在剧烈动摇，加息与缩表会戳破美股的牛市泡沫，从而将美股带向牛市谢幕演出，那么关键点就来了：&nbsp;1. 美股当下的泡沫真的很大吗？估值分位数如何？盈利预期如何？2. 这一次缩表的规模会有多大？上一次缩表的规模有多大？3. 加息与缩表真的是美股牛市的天敌吗？美股就必然会跌入熊市吗？接下来，我们将具体分析。上一轮货币正常化阶段的股市走势回顾美联储的上一轮货币正常化路径及重要时间节点及美股表现回顾：图 纳斯达克走势与美联储联邦基金利率走势叠加（粉色代表联邦基金利率）&nbsp;①2013-05-22，联储主席伯南克表示会削减QE3，正式开始货币正常化的进程；②2013年10月，缩减购债Taper预期升温，并从2013年12月18日开始Taper③2014年10月29日，宣布QE3结束，从实施taper到QE3结束，实际上花了10个月的时间；④在taper结束以后，美联储开始酝酿加息，并在2015年12月15日进行了美联储的首次加息，将联邦基金利率从0.15%上调整至0.37%。在首次加息之前，纳斯达克表现一直相对强势，反而是在12月首次加息之后，美股才开始一轮调整，从2015-12-15到2016年2月9日，纳斯达克调整幅度接近14%，二月份企稳以后开始新一轮上行。图 纳斯达克2015年12月15日首次加息前后股价走势⑤加息之后的缩表：在加息一年多以后，2017年4月5日美联储开始释放出缩表的信号，此时距离第一次加息(2015-12-15)，时间过去了16个月，联邦基金日利率从0.15%调升至0.91%，2017年5月24日，联储提出要进行定量式缩","text":"导读：近期，美股成长股在taper、加息与缩表等一轮的货币正常化操作预期急剧升温之下迎来了暴跌，以纳斯达克为代表的科技股表现尤为惨烈，甚至创下了2000年科网泡沫破灭以来的最差表现，可谓是步步惊心，在市场暴跌之际，美股投资者的信心也在剧烈动摇，加息与缩表会戳破美股的牛市泡沫，从而将美股带向牛市谢幕演出，那么关键点就来了： 1. 美股当下的泡沫真的很大吗？估值分位数如何？盈利预期如何？2. 这一次缩表的规模会有多大？上一次缩表的规模有多大？3. 加息与缩表真的是美股牛市的天敌吗？美股就必然会跌入熊市吗？接下来，我们将具体分析。上一轮货币正常化阶段的股市走势回顾美联储的上一轮货币正常化路径及重要时间节点及美股表现回顾：图 纳斯达克走势与美联储联邦基金利率走势叠加（粉色代表联邦基金利率） ①2013-05-22，联储主席伯南克表示会削减QE3，正式开始货币正常化的进程；②2013年10月，缩减购债Taper预期升温，并从2013年12月18日开始Taper③2014年10月29日，宣布QE3结束，从实施taper到QE3结束，实际上花了10个月的时间；④在taper结束以后，美联储开始酝酿加息，并在2015年12月15日进行了美联储的首次加息，将联邦基金利率从0.15%上调整至0.37%。在首次加息之前，纳斯达克表现一直相对强势，反而是在12月首次加息之后，美股才开始一轮调整，从2015-12-15到2016年2月9日，纳斯达克调整幅度接近14%，二月份企稳以后开始新一轮上行。图 纳斯达克2015年12月15日首次加息前后股价走势⑤加息之后的缩表：在加息一年多以后，2017年4月5日美联储开始释放出缩表的信号，此时距离第一次加息(2015-12-15)，时间过去了16个月，联邦基金日利率从0.15%调升至0.91%，2017年5月24日，联储提出要进行定量式缩","images":[{"img":"https://static.tigerbbs.com/e31e48604967a92ce19c666364242412","width":"640","height":"426"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694689903","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":16,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630014001,"gmtCreate":1642636191101,"gmtModify":1642636191375,"author":{"id":"4097500293159680","authorId":"4097500293159680","name":"LRR1894","avatar":"https://static.tigerbbs.com/d4ad764de3963ceb04de55e1bccdd686","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097500293159680","idStr":"4097500293159680"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630014001","repostId":"694439580","repostType":1,"repost":{"id":694439580,"gmtCreate":1642069309838,"gmtModify":1642125987972,"author":{"id":"3528966054893519","authorId":"3528966054893519","name":"小虎说英股","avatar":"https://static.tigerbbs.com/b444754ad4cb8cbfaf0dcb4fb2537c79","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3528966054893519","idStr":"3528966054893519"},"themes":[],"title":"来看世界最大开采铀公司官方视频","htmlText":"\n \n \n  以总面积来算，哈萨克斯坦是世界第九大国家。这个国家太大了，甚至其总面积超过全西欧&nbsp;那哈萨克斯坦自然资源多多&nbsp;哈萨克斯坦拥有丰富自然资源并贵金属特别多。值得关注的是国家有世界最大的铀储备。目前在全球开采铀量中，哈萨克斯坦组成41%&nbsp;国家最大的开采铀的公司是国有的KAZATOMPROM<a target=\"_blank\" href=\"https://laohu8.com/S/KAP.UK\">$JOINT STOCK COMPANY NATIONAL ATOMIC COMPANY KAZATOMPROM(KAP.UK)$</a>&nbsp;目前在国家开采量中，该公司组成58%&nbsp;&nbsp;&nbsp;公司也开采稀土&nbsp;&nbsp;&nbsp;公司对各个重要国际市场如中国美国日本欧盟出口铀和稀土。那公司有独立的运营模式但是哈萨克斯坦国权财富基金持有75%股份。公司2018年底赴伦交所上市。公司的伦敦股票以美金计价和支付股息。目前公司的股息回报率为3.7%以下图标显示公司的股价从上市到现在。发行价为12美金&nbsp;现在股价大约35美金。所以在短短三年时期股价年化复合增长率为39%&nbsp;那公司用哈萨克斯坦的坚戈KZT 报道财务细节。目前1美金等于431坚戈KZT。公司每年两次报道财务细节。在2021年半年，公司总收入为2350亿KZT（大约5.4亿美金）并净利润为660亿KZT（1.5亿美金）公司的总债务很小，债务总额为2.5亿美金。最近几年随着新能源趋势和世界核电站越来越多，铀价格一直在上涨&nbsp;喜欢投资新能源公司的人也能考虑世界最大开采钴的公司，瑞士的<a target=\"_blank\" href=\"https://laohu8.com/S/GLEN.UK\">$GLENCORE PLC(GLEN.UK)$</a>&amp;nb\n \n","listText":"以总面积来算，哈萨克斯坦是世界第九大国家。这个国家太大了，甚至其总面积超过全西欧&nbsp;那哈萨克斯坦自然资源多多&nbsp;哈萨克斯坦拥有丰富自然资源并贵金属特别多。值得关注的是国家有世界最大的铀储备。目前在全球开采铀量中，哈萨克斯坦组成41%&nbsp;国家最大的开采铀的公司是国有的KAZATOMPROM<a target=\"_blank\" href=\"https://laohu8.com/S/KAP.UK\">$JOINT STOCK COMPANY NATIONAL ATOMIC COMPANY KAZATOMPROM(KAP.UK)$</a>&nbsp;目前在国家开采量中，该公司组成58%&nbsp;&nbsp;&nbsp;公司也开采稀土&nbsp;&nbsp;&nbsp;公司对各个重要国际市场如中国美国日本欧盟出口铀和稀土。那公司有独立的运营模式但是哈萨克斯坦国权财富基金持有75%股份。公司2018年底赴伦交所上市。公司的伦敦股票以美金计价和支付股息。目前公司的股息回报率为3.7%以下图标显示公司的股价从上市到现在。发行价为12美金&nbsp;现在股价大约35美金。所以在短短三年时期股价年化复合增长率为39%&nbsp;那公司用哈萨克斯坦的坚戈KZT 报道财务细节。目前1美金等于431坚戈KZT。公司每年两次报道财务细节。在2021年半年，公司总收入为2350亿KZT（大约5.4亿美金）并净利润为660亿KZT（1.5亿美金）公司的总债务很小，债务总额为2.5亿美金。最近几年随着新能源趋势和世界核电站越来越多，铀价格一直在上涨&nbsp;喜欢投资新能源公司的人也能考虑世界最大开采钴的公司，瑞士的<a target=\"_blank\" href=\"https://laohu8.com/S/GLEN.UK\">$GLENCORE PLC(GLEN.UK)$</a>&amp;nb","text":"以总面积来算，哈萨克斯坦是世界第九大国家。这个国家太大了，甚至其总面积超过全西欧 那哈萨克斯坦自然资源多多 哈萨克斯坦拥有丰富自然资源并贵金属特别多。值得关注的是国家有世界最大的铀储备。目前在全球开采铀量中，哈萨克斯坦组成41% 国家最大的开采铀的公司是国有的KAZATOMPROM$JOINT STOCK COMPANY NATIONAL ATOMIC COMPANY KAZATOMPROM(KAP.UK)$ 目前在国家开采量中，该公司组成58% 公司也开采稀土 公司对各个重要国际市场如中国美国日本欧盟出口铀和稀土。那公司有独立的运营模式但是哈萨克斯坦国权财富基金持有75%股份。公司2018年底赴伦交所上市。公司的伦敦股票以美金计价和支付股息。目前公司的股息回报率为3.7%以下图标显示公司的股价从上市到现在。发行价为12美金 现在股价大约35美金。所以在短短三年时期股价年化复合增长率为39% 那公司用哈萨克斯坦的坚戈KZT 报道财务细节。目前1美金等于431坚戈KZT。公司每年两次报道财务细节。在2021年半年，公司总收入为2350亿KZT（大约5.4亿美金）并净利润为660亿KZT（1.5亿美金）公司的总债务很小，债务总额为2.5亿美金。最近几年随着新能源趋势和世界核电站越来越多，铀价格一直在上涨 喜欢投资新能源公司的人也能考虑世界最大开采钴的公司，瑞士的$GLENCORE PLC(GLEN.UK)$&nb","images":[{"img":"https://static.tigerbbs.com/bd19e71955a612908e262ae39e5b7f1a","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694439580","isVote":1,"tweetType":2,"object":{"id":"1d17e32f91dd477a864e538fe5467581","tweetId":"694439580","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/4acbc419387702294526378425/w08BKNfGDFMA.mp4","poster":"https://static.tigerbbs.com/bd19e71955a612908e262ae39e5b7f1a"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":602089125,"gmtCreate":1638939866737,"gmtModify":1638939866737,"author":{"id":"4097500293159680","authorId":"4097500293159680","name":"LRR1894","avatar":"https://static.tigerbbs.com/d4ad764de3963ceb04de55e1bccdd686","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097500293159680","authorIdStr":"4097500293159680"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602089125","repostId":"1180884235","repostType":4,"repost":{"id":"1180884235","kind":"news","pubTimestamp":1638932278,"share":"https://www.laohu8.com/m/news/1180884235?lang=&edition=full","pubTime":"2021-12-08 10:57","market":"us","language":"en","title":"Dear NIO Stock Fans, Mark Your Calendars for This Potential Catalyst on Dec. 18","url":"https://stock-news.laohu8.com/highlight/detail?id=1180884235","media":"InvestorPlace","summary":"Fans of electric vehicle  stocks are anxiously awaiting Nio Day, which has been confirmed to take place on Dec. 18 in Suzhou, China.Nio is expected to debut at least two new vehicle models and possibly a brand new vehicle brand. During Nio Day 2020, the EV maker unveiled the ET7 sedan to much fanfare. Deliveries for the ET7 sedan are expected to start in 2022 for most countries, although confirmation for this timetable will likely be answered at Nio Day.Without further ado, let’s dive right into","content":"<p>Fans of electric vehicle (EV) stocks are anxiously awaiting&nbsp;Nio Day, which has been confirmed to take place on Dec. 18 in Suzhou, China.<b>Nio</b>(NYSE:<b><u>NIO</u></b>) is expected to debut at least two new vehicle models and possibly a brand new vehicle brand. During Nio Day 2020, the EV maker unveiled the ET7 sedan to much fanfare. Deliveries for the ET7 sedan are expected to start in 2022 for most countries, although confirmation for this timetable will likely be answered at Nio Day.</p>\n<p>Nio also impressed shareholders after releasing its November delivery numbers. The company&nbsp;reported&nbsp;that it had delivered 10,878 vehicles, up nearly 106% year-over-year (YOY). This brings total year deliveries to 80,940 vehicles, up more than 120% YOY. The November numbers were much needed after Nio reported disappointing October deliveries. Those numbers came in lower due to supply-chain issues and chip shortages.<i>InvestorPlace</i>contributor Vandita Jadeja notes that Nio’sexpected fourth-quarter deliveries&nbsp;of 23,500 to 25,500 vehicles will be difficult to accomplish.</p>\n<p>Without further ado, let’s dive right into what investors should know about Nio’s most exciting day of the year.</p>\n<p>Nio Day: What NIO Stock Investors Should Know</p>\n<ol>\n <li>Rumors&nbsp;are flying around that one of the new vehicles to be released during Nio Day is the ET5, a mid-sized sedan. The ET5 will reportedly compete with the&nbsp;<b>BMW</b>(OTCMKTS:<b><u>BMWYY</u></b>) 3-series and the Audi A4 at a lower price (Audi is owned by&nbsp;<b>Volkswagen</b>(OTCMKTS:<b><u>VWAGY</u></b>)).</li>\n <li>The ET5 will likely be priced below the ET7, which has a base cost of around $69,000.</li>\n <li>According to a&nbsp;research note&nbsp;from Deutsche Bank, the second mystery EV is expected to be similar to the&nbsp;<b>Toyota</b>(NYSE:<b><u>TM</u></b>) Alphard, a luxury multi-purpose vehicle (MPV) that “sold 20,000 units in China last year.” Deutsche’s second guess is a high-performance sports coupe.</li>\n <li>Nio recently&nbsp;filed a trademark registration&nbsp;for the name EF9, according to&nbsp;<i>Electric</i>&nbsp;<i>Vehicle</i>&nbsp;<i>Web</i>. This has led many to speculate that the new vehicle will be a convertible version of the EP9.</li>\n <li>CEO William Li confirmed that Nio plans on adding three new models to the Nio Technology Platform 2.0 in 2022. One of the models will be the new ET7 sedan. The other two are still unknown.</li>\n <li>Fans of NIO stock are also waiting for an update on overseas delivery times and availability, especially in European countries. The company will likely answer this question at Nio Day.</li>\n <li>Li confirmed during a Q2 conference call that Nio had assembled a team to work on a new vehicle brand. In regards to the possible new vehicle brand, Li&nbsp;commented, “The relationship between Nio and our new mass-market brand will be like that of Audi-Volkswagen and Lexus-Toyota.”</li>\n</ol>","source":"lsy1606302653667","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>Dear NIO Stock Fans, Mark Your Calendars for This Potential Catalyst on Dec. 18</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\">\nDear NIO Stock Fans, Mark Your Calendars for This Potential Catalyst on Dec. 18\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-08 10:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/12/dear-nio-stock-fans-mark-your-calendars-for-this-potential-catalyst/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Fans of electric vehicle (EV) stocks are anxiously awaiting Nio Day, which has been confirmed to take place on Dec. 18 in Suzhou, China.Nio(NYSE:NIO) is expected to debut at least two new vehicle ...</p>\n\n<a href=\"https://investorplace.com/2021/12/dear-nio-stock-fans-mark-your-calendars-for-this-potential-catalyst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://investorplace.com/2021/12/dear-nio-stock-fans-mark-your-calendars-for-this-potential-catalyst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180884235","content_text":"Fans of electric vehicle (EV) stocks are anxiously awaiting Nio Day, which has been confirmed to take place on Dec. 18 in Suzhou, China.Nio(NYSE:NIO) is expected to debut at least two new vehicle models and possibly a brand new vehicle brand. During Nio Day 2020, the EV maker unveiled the ET7 sedan to much fanfare. Deliveries for the ET7 sedan are expected to start in 2022 for most countries, although confirmation for this timetable will likely be answered at Nio Day.\nNio also impressed shareholders after releasing its November delivery numbers. The company reported that it had delivered 10,878 vehicles, up nearly 106% year-over-year (YOY). This brings total year deliveries to 80,940 vehicles, up more than 120% YOY. The November numbers were much needed after Nio reported disappointing October deliveries. Those numbers came in lower due to supply-chain issues and chip shortages.InvestorPlacecontributor Vandita Jadeja notes that Nio’sexpected fourth-quarter deliveries of 23,500 to 25,500 vehicles will be difficult to accomplish.\nWithout further ado, let’s dive right into what investors should know about Nio’s most exciting day of the year.\nNio Day: What NIO Stock Investors Should Know\n\nRumors are flying around that one of the new vehicles to be released during Nio Day is the ET5, a mid-sized sedan. The ET5 will reportedly compete with the BMW(OTCMKTS:BMWYY) 3-series and the Audi A4 at a lower price (Audi is owned by Volkswagen(OTCMKTS:VWAGY)).\nThe ET5 will likely be priced below the ET7, which has a base cost of around $69,000.\nAccording to a research note from Deutsche Bank, the second mystery EV is expected to be similar to the Toyota(NYSE:TM) Alphard, a luxury multi-purpose vehicle (MPV) that “sold 20,000 units in China last year.” Deutsche’s second guess is a high-performance sports coupe.\nNio recently filed a trademark registration for the name EF9, according to Electric Vehicle Web. This has led many to speculate that the new vehicle will be a convertible version of the EP9.\nCEO William Li confirmed that Nio plans on adding three new models to the Nio Technology Platform 2.0 in 2022. One of the models will be the new ET7 sedan. The other two are still unknown.\nFans of NIO stock are also waiting for an update on overseas delivery times and availability, especially in European countries. The company will likely answer this question at Nio Day.\nLi confirmed during a Q2 conference call that Nio had assembled a team to work on a new vehicle brand. In regards to the possible new vehicle brand, Li commented, “The relationship between Nio and our new mass-market brand will be like that of Audi-Volkswagen and Lexus-Toyota.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694509485,"gmtCreate":1642032107991,"gmtModify":1642032108075,"author":{"id":"4097500293159680","authorId":"4097500293159680","name":"LRR1894","avatar":"https://static.tigerbbs.com/d4ad764de3963ceb04de55e1bccdd686","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097500293159680","authorIdStr":"4097500293159680"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>&nbsp;looking good!&nbsp;","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>&nbsp;looking good!&nbsp;","text":"$Apple(AAPL)$ looking good!","images":[{"img":"https://static.tigerbbs.com/8c1fc1e50fd2c771843d71cd2b32a8b3","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/694509485","isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":605222300,"gmtCreate":1639183186105,"gmtModify":1639183186163,"author":{"id":"4097500293159680","authorId":"4097500293159680","name":"LRR1894","avatar":"https://static.tigerbbs.com/d4ad764de3963ceb04de55e1bccdd686","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097500293159680","authorIdStr":"4097500293159680"},"themes":[],"htmlText":"[Facepalm]&nbsp;","listText":"[Facepalm]&nbsp;","text":"[Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605222300","repostId":"1133027099","repostType":4,"repost":{"id":"1133027099","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639152670,"share":"https://www.laohu8.com/m/news/1133027099?lang=&edition=full","pubTime":"2021-12-11 00:11","market":"us","language":"en","title":"Sea Ltd stock dropped more than 5% in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1133027099","media":"Tiger Newspress","summary":"Sea Ltd stock dropped more than 5% in morning trading.","content":"<p>Sea Ltd stock dropped more than 5% in morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/f6295277426435ac2c7135ba73dfbdef\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Ltd stock dropped more than 5% in morning trading</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\">\nSea Ltd stock dropped more than 5% in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-11 00:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Sea Ltd stock dropped more than 5% in morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/f6295277426435ac2c7135ba73dfbdef\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133027099","content_text":"Sea Ltd stock dropped more than 5% in morning trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694738615,"gmtCreate":1642120224441,"gmtModify":1642120224525,"author":{"id":"4097500293159680","authorId":"4097500293159680","name":"LRR1894","avatar":"https://static.tigerbbs.com/d4ad764de3963ceb04de55e1bccdd686","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097500293159680","authorIdStr":"4097500293159680"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>&nbsp;holding on!","listText":"<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>&nbsp;holding on!","text":"$Grab Holdings(GRAB)$ holding on!","images":[{"img":"https://static.tigerbbs.com/a1ea7f4ff90e022ebac8ae8a0ad04be0","width":"1080","height":"2530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694738615","isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":605224834,"gmtCreate":1639183322330,"gmtModify":1639183322529,"author":{"id":"4097500293159680","authorId":"4097500293159680","name":"LRR1894","avatar":"https://static.tigerbbs.com/d4ad764de3963ceb04de55e1bccdd686","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097500293159680","authorIdStr":"4097500293159680"},"themes":[],"htmlText":"Ok!&nbsp;","listText":"Ok!&nbsp;","text":"Ok!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605224834","repostId":"1112170047","repostType":4,"repost":{"id":"1112170047","kind":"news","pubTimestamp":1639145272,"share":"https://www.laohu8.com/m/news/1112170047?lang=&edition=full","pubTime":"2021-12-10 22:07","market":"us","language":"en","title":"Here Are the Cheapest Stocks in Each Sector of the S&P 500","url":"https://stock-news.laohu8.com/highlight/detail?id=1112170047","media":"Barrons","summary":"The S&P 500 continues to trade at the very high end of its historical valuation range, even after a ","content":"<p>The&nbsp;S&amp;P 500&nbsp;continues to trade at the very high end of its historical valuation range, even after a rocky November.</p>\n<p>The index goes for about 21 times Wall Street analysts’ consensus estimates for 2022 per-share earnings, with sectors like technology and consumer discretionary going for well above that multiple. Other groups, like energy or financials, are available for much cheaper valuations.</p>\n<p>But there are inexpensive stocks in all 11 S&amp;P 500 sectors. Like a basketball player who is always open, there might be a good reason for many of those discounts. Just as opposing teams are sometimes better off concentrating their defense elsewhere on the court, some companies’ stocks can be cheap for a reason. Their growth may be scarce, or one-time factors could be distorting expected 2022 results.</p>\n<p>Periodically surveying the market for the biggest valuation outliers can still be a good starting point for further analysis. Here are the three cheapest stocks in all 11 S&amp;P 500 sectors:</p>\n<p><img src=\"https://static.tigerbbs.com/8e71b28f070e8af15d7a7960625e7bd9\" tg-width=\"1127\" tg-height=\"550\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/dde0405e86833ecd15f41f0f07092bc9\" tg-width=\"1131\" tg-height=\"544\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/61ae8debc1031d09a2333225bd3aa8e5\" tg-width=\"1125\" tg-height=\"547\" referrerpolicy=\"no-referrer\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec7bb6903b6df0bb4cc2bf2720212d3a\" tg-width=\"1135\" tg-height=\"265\" referrerpolicy=\"no-referrer\"><span>*P/2022E FFO. Source: Bloomberg, FactSet</span></p>\n<p>The S&amp;P 500 consumer discretionary sector is the priciest group in the index, going for more than 33 times expected 2022 earnings. The presence of high-multiple stocks Tesla (ticker: TSLA) and&nbsp;Amazon.com&nbsp;(AMZN) is responsible for a good chunk of that. Those two make up a combined 40% of the sector’s market cap, and go for 121 times and 68 times 2022 forecast earnings, respectively.</p>\n<p>On the other end of the valuation spectrum in the sector are three U.S. homebuilding stocks:PulteGroup&nbsp;(PHM),D.R. Horton&nbsp;(DHI), and&nbsp;Lennar&nbsp;(LEN). Those trade for less than 8 times 2022 expected earnings.</p>\n<p>The U.S. housing market has been enjoying a pandemic boom: Prices are at or near record highs in many regions, the supply of homes for sale is tight, and homebuilders’ profits are booming. Investors, however, don’t seem to expect that to last forever.</p>\n<p>PulteGroup, D.R. Horton, and Lennar’s cheap valuations demonstrate what tends to happen to stocks of companies with cyclical end markets: Multiples contract toward the top of the cycle, because investors worry that things are as good as they’re going to get and the current level of earnings won’t be sustainable.</p>\n<p>A recent <i>Barron’s</i> cover story made the case for why the current housing boom could have legs, including the millennial generation aging into their home-buying years and a shortage of houses built since the financial crisis over a decade ago. Home builders’ cheap valuations make for an interesting entry point.</p>\n<p>Technology stocks as a group are at 28 times next year’s estimated profits, while the sector’s cheapest stock—Western Digital&nbsp;(WDC)—goes for just 6.8 times. Cyclicality is behind that discount once again.</p>\n<p>Western Digital operates in the highly cyclical memory chip market—periods of intense demand and high sales tend to be followed by slumps of oversupply and weaker pricing. A pandemic-era work-from-home boost to demand for computers, smartphones, and cloud infrastructure has kept inventories low and pricing high for Western Digital’s products. Investors know that won’t always be the case.</p>\n<p>In the S&amp;P 500’s cheapest sector, energy, APA (APA),Coterra Energy&nbsp;(CTRA), and&nbsp;Diamondback Energy&nbsp;(FANG) are the three cheapest stocks. The group as a whole goes for just over 11 times next year’s forecasted earnings, and its three cheapest members—all U.S. shale oil or gas producers—trade for between 5 and 7 times. Investors are clearly worried about the future of fossil fuels as the world moves toward renewable energy, and won’t pay up for oil and gas stocks.</p>\n<p>Other particularly cheap S&amp;P 500 stocks can be found in the healthcare sector. A pair of recent pharma-company spinoffs—Viatris&nbsp;(VTRS), jettisoned from&nbsp;Pfizer&nbsp;(PFE) last year and merged with Mylan, and Organon (OGN), excised from Merck (MRK) last summer—trade for the lowest valuations in the entire index. Spinoffs in general haven’t done well lately, and the brand-new stocks with generic-sounding names are likely under the radar for investors that don’t focus on healthcare specifically. <i>Barron’s</i> is more bullish on Organon than Viatris.</p>\n<p>The two cheapest stocks in the S&amp;P 500 communications services sector are also in the midst of major M&amp;A:AT&amp;T&nbsp;(T) and Discovery (DISCA). Both trade for close to 7.5 next year’s expected earnings, versus their sector’s average of 20.8 times. AT&amp;T will spin off its WarnerMedia subsidiary around the middle of next year and merge it with Discovery, returning the storied American company to its telecom roots. Both companies will have much to prove, and many investors may be waiting until the transactions close next year to pick their pure-play bet: streaming entertainment via Discovery, or wired and wireless telecommunications services via AT&amp;T.</p>","source":"lsy1601382232898","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>Here Are the Cheapest Stocks in Each Sector of the S&P 500</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\">\nHere Are the Cheapest Stocks in Each Sector of the S&P 500\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-10 22:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/cheap-sp500-stocks-sector-51639090794?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 continues to trade at the very high end of its historical valuation range, even after a rocky November.\nThe index goes for about 21 times Wall Street analysts’ consensus estimates for 2022...</p>\n\n<a href=\"https://www.barrons.com/articles/cheap-sp500-stocks-sector-51639090794?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EIX":"爱迪生国际","VTRS":"Viatris Inc.","SPG":"西蒙地产","VNO":"沃那多房信","WBA":"沃尔格林联合博姿","LNC":"林肯国民","NRG":"NRG能源","MOS":"美国美盛","T":"美国电话电报","FANG":"Diamondback Energy","DHI":"霍顿房屋","HPE":"慧与科技","APA":"阿帕契","WU":"西联汇款","OGN":"Organon & Co","DISCA":"探索传播","CF":"CF工业","COF":"第一资本","TAP":"莫库酒业","DAL":"达美航空","IVZ":"美国景顺集团","MO":"奥驰亚","CBRE":"世邦魏理仕","LEN":"莱纳建筑公司","LYB":"利安德巴塞尔","CTRA":"Coterra Energy Inc.","CMI":"康明斯","SRE":"桑普拉能源","LUMN":"Lumen Technologies","ALK":"阿拉斯加航空集团有限公司","WDC":"西部数据","BMY":"施贵宝","PHM":"普得集团"},"source_url":"https://www.barrons.com/articles/cheap-sp500-stocks-sector-51639090794?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112170047","content_text":"The S&P 500 continues to trade at the very high end of its historical valuation range, even after a rocky November.\nThe index goes for about 21 times Wall Street analysts’ consensus estimates for 2022 per-share earnings, with sectors like technology and consumer discretionary going for well above that multiple. Other groups, like energy or financials, are available for much cheaper valuations.\nBut there are inexpensive stocks in all 11 S&P 500 sectors. Like a basketball player who is always open, there might be a good reason for many of those discounts. Just as opposing teams are sometimes better off concentrating their defense elsewhere on the court, some companies’ stocks can be cheap for a reason. Their growth may be scarce, or one-time factors could be distorting expected 2022 results.\nPeriodically surveying the market for the biggest valuation outliers can still be a good starting point for further analysis. Here are the three cheapest stocks in all 11 S&P 500 sectors:\n\n*P/2022E FFO. Source: Bloomberg, FactSet\nThe S&P 500 consumer discretionary sector is the priciest group in the index, going for more than 33 times expected 2022 earnings. The presence of high-multiple stocks Tesla (ticker: TSLA) and Amazon.com (AMZN) is responsible for a good chunk of that. Those two make up a combined 40% of the sector’s market cap, and go for 121 times and 68 times 2022 forecast earnings, respectively.\nOn the other end of the valuation spectrum in the sector are three U.S. homebuilding stocks:PulteGroup (PHM),D.R. Horton (DHI), and Lennar (LEN). Those trade for less than 8 times 2022 expected earnings.\nThe U.S. housing market has been enjoying a pandemic boom: Prices are at or near record highs in many regions, the supply of homes for sale is tight, and homebuilders’ profits are booming. Investors, however, don’t seem to expect that to last forever.\nPulteGroup, D.R. Horton, and Lennar’s cheap valuations demonstrate what tends to happen to stocks of companies with cyclical end markets: Multiples contract toward the top of the cycle, because investors worry that things are as good as they’re going to get and the current level of earnings won’t be sustainable.\nA recent Barron’s cover story made the case for why the current housing boom could have legs, including the millennial generation aging into their home-buying years and a shortage of houses built since the financial crisis over a decade ago. Home builders’ cheap valuations make for an interesting entry point.\nTechnology stocks as a group are at 28 times next year’s estimated profits, while the sector’s cheapest stock—Western Digital (WDC)—goes for just 6.8 times. Cyclicality is behind that discount once again.\nWestern Digital operates in the highly cyclical memory chip market—periods of intense demand and high sales tend to be followed by slumps of oversupply and weaker pricing. A pandemic-era work-from-home boost to demand for computers, smartphones, and cloud infrastructure has kept inventories low and pricing high for Western Digital’s products. Investors know that won’t always be the case.\nIn the S&P 500’s cheapest sector, energy, APA (APA),Coterra Energy (CTRA), and Diamondback Energy (FANG) are the three cheapest stocks. The group as a whole goes for just over 11 times next year’s forecasted earnings, and its three cheapest members—all U.S. shale oil or gas producers—trade for between 5 and 7 times. Investors are clearly worried about the future of fossil fuels as the world moves toward renewable energy, and won’t pay up for oil and gas stocks.\nOther particularly cheap S&P 500 stocks can be found in the healthcare sector. A pair of recent pharma-company spinoffs—Viatris (VTRS), jettisoned from Pfizer (PFE) last year and merged with Mylan, and Organon (OGN), excised from Merck (MRK) last summer—trade for the lowest valuations in the entire index. Spinoffs in general haven’t done well lately, and the brand-new stocks with generic-sounding names are likely under the radar for investors that don’t focus on healthcare specifically. Barron’s is more bullish on Organon than Viatris.\nThe two cheapest stocks in the S&P 500 communications services sector are also in the midst of major M&A:AT&T (T) and Discovery (DISCA). Both trade for close to 7.5 next year’s expected earnings, versus their sector’s average of 20.8 times. AT&T will spin off its WarnerMedia subsidiary around the middle of next year and merge it with Discovery, returning the storied American company to its telecom roots. Both companies will have much to prove, and many investors may be waiting until the transactions close next year to pick their pure-play bet: streaming entertainment via Discovery, or wired and wireless telecommunications services via AT&T.","news_type":1},"isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694189166,"gmtCreate":1641866871961,"gmtModify":1641866872073,"author":{"id":"4097500293159680","authorId":"4097500293159680","name":"LRR1894","avatar":"https://static.tigerbbs.com/d4ad764de3963ceb04de55e1bccdd686","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097500293159680","authorIdStr":"4097500293159680"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SE\">$SEA LTD(SE)$</a>&nbsp;Be strong!&nbsp;","listText":"<a href=\"https://laohu8.com/S/SE\">$SEA LTD(SE)$</a>&nbsp;Be strong!&nbsp;","text":"$SEA LTD(SE)$ Be strong!","images":[{"img":"https://static.tigerbbs.com/68eacc2dfb5ecbb5fae08242bec844e4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694189166","isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":694075151,"gmtCreate":1641774331400,"gmtModify":1641774331480,"author":{"id":"4097500293159680","authorId":"4097500293159680","name":"LRR1894","avatar":"https://static.tigerbbs.com/d4ad764de3963ceb04de55e1bccdd686","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097500293159680","authorIdStr":"4097500293159680"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$</a>&nbsp;slowly and steady&nbsp;","listText":"<a href=\"https://laohu8.com/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$</a>&nbsp;slowly and steady&nbsp;","text":"$DBS GROUP HOLDINGS LTD(D05.SI)$ slowly and steady","images":[{"img":"https://static.tigerbbs.com/28379b58ff6b9639c08d8bb47d4b7a94","width":"1080","height":"2431"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694075151","isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":605250129,"gmtCreate":1639183451362,"gmtModify":1639183451459,"author":{"id":"4097500293159680","authorId":"4097500293159680","name":"LRR1894","avatar":"https://static.tigerbbs.com/d4ad764de3963ceb04de55e1bccdd686","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097500293159680","authorIdStr":"4097500293159680"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605250129","repostId":"1144055666","repostType":4,"repost":{"id":"1144055666","kind":"news","pubTimestamp":1639142986,"share":"https://www.laohu8.com/m/news/1144055666?lang=&edition=full","pubTime":"2021-12-10 21:29","market":"us","language":"en","title":"Will Nvidia Be a Trillion-Dollar Stock by Next Year?","url":"https://stock-news.laohu8.com/highlight/detail?id=1144055666","media":"Motley Fool","summary":"The graphics chipmaker has the seven-zero valuation in its sights.","content":"<p>It's not a question of if&nbsp;<b>Nvidia</b>&nbsp;will be a trillion-dollar stock, just a matter of when. With the stock up 150% in 2021, the chipmaker has a market valuation of just under $850 billion, which puts the symbolic threshold almost within reach.</p>\n<p>However, because even the&nbsp;<b>S&amp;P 500</b>&nbsp;has posted 25% gains this year, or more than double the historical average, the potential for a sharp decline grows increasingly likely. That, too, is a matter of when, not if.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a810eede9d4a8b010dd6d83bdd781be9\" tg-width=\"2000\" tg-height=\"1125\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<p>Ignoring, for the moment, the dramatic plunge that occurred at the onset of the coronavirus pandemic last year, the stock market has been on an incredible years-long tear. Since the end of the&nbsp;Great Recession in 2009, the benchmark index has put on quite the performance by more than quadrupling in value and turning a $10,000 investment into one worth over $42,000 today.</p>\n<p>A new downdraft will undoubtedly take Nvidia down with it, perhaps delaying the inevitable. Here's what it might look like for the tech stock to have that nine-zero valuation.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/381746086571d0ddcf0ce971b1b0ea41\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<p><b>It's game on for GPUs</b></p>\n<p>Nvidia is, of course, best known for its graphics cards, or graphics processing units (GPU), which have&nbsp;made immersive, processing-intensive video games possible&nbsp;and remain at the heart of Nvidia's business, generating 45% of total third-quarter revenue.</p>\n<p>It's not about to diminish in importance either. First, more people started playing video games during the pandemic, and while many will put their controllers aside as more out-of-home entertainment opportunities open up, many will continue.</p>\n<p>Citing the impact gamification among millennials has had on the adoption of a virtual world for gamers, Mordor Intelligence estimates the gaming GPU market will grow at a compound annual rate of 14% through 2026. This suggests that Nvidia, which already has an 83% share of the discrete gaming GPU market, might generate as much as $20 billion annually just in this segment if its sales growth rate keeps its pace.</p>\n<p>Nvidia is also using AI to make gaming even better and more immersive. Its deep learning super sampling (DLSS) technology uses AI to take low-resolution images and scale them up to high resolutions for display on high-res screens. Add in a nascent but fast-growing esports industry, along with the growth of its&nbsp;GeForce Now&nbsp;cloud gaming service, and this segment still has plenty of expansion possibilities in store for the future.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/548893b4ea766bdde6eb1233864ed440\" tg-width=\"2000\" tg-height=\"1126\" width=\"100%\" height=\"auto\"><span>Image source: Nvidia.</span></p>\n<p><b>Nvidia is about so much more than gaming</b></p>\n<p>The crazy thing about the chipmaker, though, is that gaming isn't even its biggest opportunity. Nvidia has stuck its finger in the pies of&nbsp;artificial intelligence, data centers, and automobiles, too, and those all offer tremendous possibilities.</p>\n<p>Chips for data centers, for example, already make billions of dollars each year for Nvidia, with segment revenue soaring 55% year over year in Q3 to $2.9 billion and should grow to&nbsp;become the chipmaker's largest segment&nbsp;by 2025.</p>\n<p>Its $7 billion acquisition of Mellanox last year helped position Nvidia as a leading supplier for networking hardware.</p>\n<p>The chipmaker is also&nbsp;putting AI to work&nbsp;in the cybersecurity data protection market. Combining its Morpheus framework with its zero-trust BlueField-branded data processing units (DPUs), Nvidia offers a unique level of protection regardless of whether the network is located locally, in the cloud, or in hybrid environments.</p>\n<p>The zero-trust platform requires all users to be authenticated, authorized, and validated before gaining access to applications and data.</p>\n<p>We haven't even gotten around to Nvidia's Drive AV platform for&nbsp;autonomous vehicles, or Omniverse, the first real-time 3D simulation and collaboration platform. The cryptocurrency market is also taking advantage of Nvidia's processing power. The Nvidia CMP HX (CMP stands for crypto mining processor) is a dedicated GPU for professional crypto mining applications that lacks video output since it's a superfluous feature. The chips also have a lower peak core voltage and frequency for improved mining power efficiency.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09911f3f5072135e602efff6124f292d\" tg-width=\"2000\" tg-height=\"1373\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<p><b>Time to ring the register</b></p>\n<p>That's a lot of opportunities to cash in on. Analysts think so, too, and recently upgraded their forecasts to estimate Nvidia will now grow revenue from $16.5 billion in 2021 to $59.4 billion in 2026, a better than 29% compounded annual growth rate. Earnings are expected to&nbsp;grow even faster, or almost 42% annually, to $13 per share.</p>\n<p>Yet Nvidia's stock isn't cheap, going for 35 times sales. Maintaining that multiple would put the chipmaker's valuation over the trillion-dollar mark sometime next year, but even halving that only delays it reaching that lofty level till the middle of the decade.</p>\n<p>So it's obvious a trillion-dollar Nvidia valuation will happen. Maybe the real question investors should start thinking about is, when does the&nbsp;semiconductor stock&nbsp;become a&nbsp;<i>$2 trillion</i>&nbsp;company?</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will Nvidia Be a Trillion-Dollar Stock by Next Year?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill Nvidia Be a Trillion-Dollar Stock by Next Year?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-10 21:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/10/will-nvidia-be-a-trillion-dollar-stock-by-next-yea/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's not a question of if Nvidia will be a trillion-dollar stock, just a matter of when. With the stock up 150% in 2021, the chipmaker has a market valuation of just under $850 billion, which puts the...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/10/will-nvidia-be-a-trillion-dollar-stock-by-next-yea/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/12/10/will-nvidia-be-a-trillion-dollar-stock-by-next-yea/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144055666","content_text":"It's not a question of if Nvidia will be a trillion-dollar stock, just a matter of when. With the stock up 150% in 2021, the chipmaker has a market valuation of just under $850 billion, which puts the symbolic threshold almost within reach.\nHowever, because even the S&P 500 has posted 25% gains this year, or more than double the historical average, the potential for a sharp decline grows increasingly likely. That, too, is a matter of when, not if.\nImage source: Getty Images.\nIgnoring, for the moment, the dramatic plunge that occurred at the onset of the coronavirus pandemic last year, the stock market has been on an incredible years-long tear. Since the end of the Great Recession in 2009, the benchmark index has put on quite the performance by more than quadrupling in value and turning a $10,000 investment into one worth over $42,000 today.\nA new downdraft will undoubtedly take Nvidia down with it, perhaps delaying the inevitable. Here's what it might look like for the tech stock to have that nine-zero valuation.\nImage source: Getty Images.\nIt's game on for GPUs\nNvidia is, of course, best known for its graphics cards, or graphics processing units (GPU), which have made immersive, processing-intensive video games possible and remain at the heart of Nvidia's business, generating 45% of total third-quarter revenue.\nIt's not about to diminish in importance either. First, more people started playing video games during the pandemic, and while many will put their controllers aside as more out-of-home entertainment opportunities open up, many will continue.\nCiting the impact gamification among millennials has had on the adoption of a virtual world for gamers, Mordor Intelligence estimates the gaming GPU market will grow at a compound annual rate of 14% through 2026. This suggests that Nvidia, which already has an 83% share of the discrete gaming GPU market, might generate as much as $20 billion annually just in this segment if its sales growth rate keeps its pace.\nNvidia is also using AI to make gaming even better and more immersive. Its deep learning super sampling (DLSS) technology uses AI to take low-resolution images and scale them up to high resolutions for display on high-res screens. Add in a nascent but fast-growing esports industry, along with the growth of its GeForce Now cloud gaming service, and this segment still has plenty of expansion possibilities in store for the future.\nImage source: Nvidia.\nNvidia is about so much more than gaming\nThe crazy thing about the chipmaker, though, is that gaming isn't even its biggest opportunity. Nvidia has stuck its finger in the pies of artificial intelligence, data centers, and automobiles, too, and those all offer tremendous possibilities.\nChips for data centers, for example, already make billions of dollars each year for Nvidia, with segment revenue soaring 55% year over year in Q3 to $2.9 billion and should grow to become the chipmaker's largest segment by 2025.\nIts $7 billion acquisition of Mellanox last year helped position Nvidia as a leading supplier for networking hardware.\nThe chipmaker is also putting AI to work in the cybersecurity data protection market. Combining its Morpheus framework with its zero-trust BlueField-branded data processing units (DPUs), Nvidia offers a unique level of protection regardless of whether the network is located locally, in the cloud, or in hybrid environments.\nThe zero-trust platform requires all users to be authenticated, authorized, and validated before gaining access to applications and data.\nWe haven't even gotten around to Nvidia's Drive AV platform for autonomous vehicles, or Omniverse, the first real-time 3D simulation and collaboration platform. The cryptocurrency market is also taking advantage of Nvidia's processing power. The Nvidia CMP HX (CMP stands for crypto mining processor) is a dedicated GPU for professional crypto mining applications that lacks video output since it's a superfluous feature. The chips also have a lower peak core voltage and frequency for improved mining power efficiency.\nImage source: Getty Images.\nTime to ring the register\nThat's a lot of opportunities to cash in on. Analysts think so, too, and recently upgraded their forecasts to estimate Nvidia will now grow revenue from $16.5 billion in 2021 to $59.4 billion in 2026, a better than 29% compounded annual growth rate. Earnings are expected to grow even faster, or almost 42% annually, to $13 per share.\nYet Nvidia's stock isn't cheap, going for 35 times sales. Maintaining that multiple would put the chipmaker's valuation over the trillion-dollar mark sometime next year, but even halving that only delays it reaching that lofty level till the middle of the decade.\nSo it's obvious a trillion-dollar Nvidia valuation will happen. Maybe the real question investors should start thinking about is, when does the semiconductor stock become a $2 trillion company?","news_type":1},"isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639259541,"gmtCreate":1643327518200,"gmtModify":1643327518353,"author":{"id":"4097500293159680","authorId":"4097500293159680","name":"LRR1894","avatar":"https://static.tigerbbs.com/d4ad764de3963ceb04de55e1bccdd686","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097500293159680","authorIdStr":"4097500293159680"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>🤞","listText":"<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>🤞","text":"$Grab 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Technologies(NIU)$同质化代表着经验可复制性，而独特性取决于对目标国家和地区的足够深耕和了解，产品看起来就很有差异性特色，小牛确实是一家有思想的品牌","images":[{"img":"https://static.tigerbbs.com/2631916ee47fb5beae2d62d9878f9397","width":"1258","height":"1252"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697229686","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639259179,"gmtCreate":1643327456511,"gmtModify":1643327456636,"author":{"id":"4097500293159680","authorId":"4097500293159680","name":"LRR1894","avatar":"https://static.tigerbbs.com/d4ad764de3963ceb04de55e1bccdd686","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097500293159680","authorIdStr":"4097500293159680"},"themes":[],"htmlText":"Great ariticle, would 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