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Doudou123
11-18
不是说不跟清仓苹果吗
段永平、李录,190亿美元最新持仓!
Doudou123
10-11
从来不买中国资产,这次发神经的在8号进厂,美股赚的全陪进去还亏本金
Doudou123
10-10
真金白银支持国家金融战
美股夜盘|中国资产相关ETF集体走高,二倍做多沪深300ETF涨超9%
Doudou123
09-23
希望如此
Nvidia Stock Is in a Slump. What Tesla Can Tell Us
Doudou123
09-05
这次大跌很伤
内幕交易疑云:佩洛西在周二美股崩盘前出售英伟达股票了吗?
Doudou123
08-04
西方石油没涨
伯克希尔二季度净利润303.5亿美元超预期,现金储备再创新高
Doudou123
08-02
$西方石油(OXY)$
跌蒙圈了,应该到底了吧?
Doudou123
07-31
石油还能不能投资
抱歉,原内容已删除
Doudou123
07-29
拿之前的文章来发布?
抱歉,原内容已删除
Doudou123
07-14
原来如此
李嘉诚回来了!背后有什么信号?
Doudou123
06-18
$西方石油(OXY)$
今天什么情况涨这么多
Doudou123
06-10
跟着买
巴菲特近期再次加仓西方石油,目前持有约2.506亿股
Doudou123
06-02
这一战让木头姐跌落神坛
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Doudou123
05-31
提前做崩盘演练?
罕见情况!用户称标普500和道指无实时报价,芝商所也出问题
Doudou123
05-15
老虎首页有说,20点30
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Doudou123
2023-08-04
$纳斯达克(.IXIC)$
感觉高位了
Doudou123
2023-07-21
还行不行
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Doudou123
2023-07-20
用户侧不明白
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Doudou123
2023-07-03
木头姐作风果断,赚了就跑
“木头姐”6月连续七次减持特斯拉!累计抛售逾63万股,套现逾16亿美元
Doudou123
2023-07-02
原本以为今年美股会温和上涨,没想到4月起疯狂涨,天天上班,等准备好香港卡的时候,已太晚,5万额度汇率控制下,只能无奈错失投资机会了 不知道什么时候才会来一次大跌,得等好久好久
去老虎APP查看更多动态
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"htmlText":"不是说不跟清仓苹果吗","listText":"不是说不跟清仓苹果吗","text":"不是说不跟清仓苹果吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372224901087336","repostId":"2484575214","repostType":4,"repost":{"id":"2484575214","pubTimestamp":1731809700,"share":"https://www.laohu8.com/m/news/2484575214?lang=&edition=full","pubTime":"2024-11-17 10:15","market":"sh","language":"zh","title":"段永平、李录,190亿美元最新持仓!","url":"https://stock-news.laohu8.com/highlight/detail?id=2484575214","media":"券商中国","summary":"随着美股机构投资者三季度13F持仓的披露结束,在华人投资圈备受关注的段永平和李录的持仓也相继揭晓。截至三季度末,两大投资人在美股的合计持仓市值达190亿美元,并且两人在三季度均有重要动作。李录减持苹果,新建仓亏损油田股北京时间11月15日,知名华人投资家李录掌管的喜马拉雅资本向美国SEC提交了三季度的持仓报告,最新美股持仓为24.7亿美元,较上季度末减少近1亿美元。李录买入134.3万股,期末持股市值为3173万美元。","content":"<html><head></head><body><p><strong>随着美股机构投资者三季度13F持仓的披露结束,在华人投资圈备受关注的段永平和李录的持仓也相继揭晓。截至三季度末,两大投资人在美股的合计持仓市值达190亿美元,并且两人在三季度均有重要动作。</strong></p><p>其中,被认为是由段永平掌管的H&H International Investment基金,大幅加仓了拼多多、西方石油,减持苹果,清仓美国银行;李录的喜马拉雅基金也同样减持了苹果,同时还新建仓了一只亏损的油田股。</p><p>值得注意的是,段永平近期还频频出手买腾讯、拼多多,每天卖1000个腾讯put。由于特朗普当选,市场担忧贸易战导致中概股有所承压,但段永平却乘机不断加仓腾讯,还直言腾讯保险公司开张。</p><blockquote><p><strong>段永平加仓拼多多、西方石油,减持苹果</strong></p></blockquote><p>近日,H&H International Investment发布了最新的美股持仓,由于该基金被认为是由段永平掌管,其动向备受市场关注。截至三季度末,H&H基金共持有8只股票,期末持股市值为165亿美元。</p><p>三季度,该基金对第一大重仓股苹果进行了一定程度的减持,减持达1120万股,持股数量从二季度末的6392万股降至5277万股,但期末持股市值仍然高达122.95亿美元,仓位权重则从80.95%降至74.33%。</p><p>值得注意的是,H&H基金三季度最大的动作是大幅加仓拼多多,增持380万股,仓位变动高达36倍,期末持股市值增至5.27亿美元,成为该基金的第五大重仓股。</p><p>H&H基金还增持了不少西方石油,持股数量从二季度末的154万股增至922万股,期末持股市值升至4.75亿美元。</p><p>此外,H&H基金在三季度还小幅减持了伯克希尔、阿里巴巴,仓位变动分别为降低3%、13.69%,清仓美国银行。</p><p>截至三季度末,H&H基金的前五大重仓股分别是苹果、伯克希尔、谷歌、阿里巴巴、拼多多,期末持股市值分别是122.95亿美元、17.41亿美元、8.47亿美元、5.78亿美元、5.27亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a68ac5ea6706aba2d5fb2cdae6b62caa\" title=\"数据来源于价值大师网址\" tg-width=\"831\" tg-height=\"406\"/><span>数据来源于价值大师网址</span></p><blockquote><p><strong>段永平再买腾讯、拼多多</strong></p></blockquote><p>值得注意的是,从段永平在社交平台上的发言中也能找到其买入拼多多的线索。</p><p>今年8月底,拼多多发布半年报时,由于营收增长不及预期遭遇了前所未有的暴跌,股价单日跌幅高达30%,创上市以来最大单日跌幅。</p><p>8月27日,段永平在社交平台上表示,“开始卖点put(卖出看跌期权建仓)。虽然对PDD的商业模式还不是完全懂,但这些年看来看去还是觉得蛮有意思的。”</p><p>9月27日,段永平称,最近确实涨得有点邪乎。本来花了很多时间去思考拼多多、腾讯,觉得是个大好的机会,想着先多卖点put,结果看上去要少赚不少了。</p><p>10月18日,段永平再表示,“这两天开始继续卖点腾讯和拼多多的put。前段时间突然涨太多了。”这意味着,四季度末,H&H 基金在拼多多的仓位或会进一步提升。</p><p>另一大互联网龙头腾讯,则是段永平近期持续加仓的股票。</p><p>10月26日,段永平表示,“反正我每天卖1000个腾讯put会继续,比直接买股票要容易下手很多。顺便说下,我的大部分苹果就是通过卖put买回来的,虽然没老巴买的多,但比重可比老巴要高哈。”</p><p>值得注意的是,特朗普当选美国总统后,中概股有所承压,但段永平却乘机不断加仓腾讯,还直言腾讯保险公司开张(通过卖put建仓或赚取权利金,所以称保险公司)。</p><p>11月13日,段永平发文表示,“特朗普上台后很多人会担心新的贸易战,所以很多外资会卖中国公司的股票,这也是能买到好点价钱的机会。卖put目前非常适合(如果你打算买这家公司的前提下),put进来甚至还能买点call。腾讯保险公司开张了哈。”</p><p>对于拼多多和腾讯,段永平认为,“拼多多还是一家初创公司,未来变数还很多。腾讯相比之下要更成熟。该说的都说过了哈。”这意味着,由于腾讯的确定性更强,段永平持有腾讯的仓位或比拼多多更多。</p><blockquote><p><strong>李录减持苹果,新建仓亏损油田股</strong></p></blockquote><p>北京时间11月15日,知名华人投资家李录掌管的喜马拉雅资本向美国SEC提交了三季度的持仓报告,最新美股持仓为24.7亿美元,较上季度末减少近1亿美元。</p><p>李录在三季度大幅减持了苹果的股票,共减持44.19万股,减持幅度达58.18%,目前仍持有31.77万股,期末持股市值降至7400万美元,这与巴菲特卖出苹果的操作不谋而合。</p><p>值得注意的是,李录在三季度还新建仓了一只叫做SOC(Sable Offshore)的股票,这家公司的总市值仅18.37亿美元,目前是亏损状态,不过该股票今年以来股价暴涨了97.45%。李录买入134.3万股,期末持股市值为3173万美元。</p><p>资料显示,Sable Offshore Corp 是一家位于休斯顿的独立上游公司,专注于负责开发加州近海联邦水域多产的圣伊内斯油田。买入仍在亏损的油田,或是李录押注该公司将迎来业绩拐点。</p><p>截至三季度末,李录的组合中共有8只股票,分别为美国银行、谷歌C、谷歌A、伯克希尔、华美、西方石油、苹果、SOC,期末持股市值分别为7.17亿美元、5.08亿美元、4.22亿美元、4.13亿美元、2.3亿美元、7558万美元、7402万美元、3173万美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84fe80336501da2e8c65111d0fca0ee9\" title=\"\" tg-width=\"830\" tg-height=\"399\"/></p><p><br/></p></body></html>","source":"cszg","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>段永平、李录,190亿美元最新持仓!</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n段永平、李录,190亿美元最新持仓!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-17 10:15 北京时间 <a href=https://mp.weixin.qq.com/s/10XKw-L_h_3CFmo-DI9O2w><strong>券商中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着美股机构投资者三季度13F持仓的披露结束,在华人投资圈备受关注的段永平和李录的持仓也相继揭晓。截至三季度末,两大投资人在美股的合计持仓市值达190亿美元,并且两人在三季度均有重要动作。其中,被认为是由段永平掌管的H&H International Investment基金,大幅加仓了拼多多、西方石油,减持苹果,清仓美国银行;李录的喜马拉雅基金也同样减持了苹果,同时还新建仓了一只亏损的油田股。...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/10XKw-L_h_3CFmo-DI9O2w\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"BK4592":"伊斯兰概念","BK1608":"元宇宙概念","PDD":"拼多多","BK4170":"电脑硬件、储存设备及电脑周边","00700":"腾讯控股"},"source_url":"https://mp.weixin.qq.com/s/10XKw-L_h_3CFmo-DI9O2w","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2484575214","content_text":"随着美股机构投资者三季度13F持仓的披露结束,在华人投资圈备受关注的段永平和李录的持仓也相继揭晓。截至三季度末,两大投资人在美股的合计持仓市值达190亿美元,并且两人在三季度均有重要动作。其中,被认为是由段永平掌管的H&H International Investment基金,大幅加仓了拼多多、西方石油,减持苹果,清仓美国银行;李录的喜马拉雅基金也同样减持了苹果,同时还新建仓了一只亏损的油田股。值得注意的是,段永平近期还频频出手买腾讯、拼多多,每天卖1000个腾讯put。由于特朗普当选,市场担忧贸易战导致中概股有所承压,但段永平却乘机不断加仓腾讯,还直言腾讯保险公司开张。段永平加仓拼多多、西方石油,减持苹果近日,H&H International Investment发布了最新的美股持仓,由于该基金被认为是由段永平掌管,其动向备受市场关注。截至三季度末,H&H基金共持有8只股票,期末持股市值为165亿美元。三季度,该基金对第一大重仓股苹果进行了一定程度的减持,减持达1120万股,持股数量从二季度末的6392万股降至5277万股,但期末持股市值仍然高达122.95亿美元,仓位权重则从80.95%降至74.33%。值得注意的是,H&H基金三季度最大的动作是大幅加仓拼多多,增持380万股,仓位变动高达36倍,期末持股市值增至5.27亿美元,成为该基金的第五大重仓股。H&H基金还增持了不少西方石油,持股数量从二季度末的154万股增至922万股,期末持股市值升至4.75亿美元。此外,H&H基金在三季度还小幅减持了伯克希尔、阿里巴巴,仓位变动分别为降低3%、13.69%,清仓美国银行。截至三季度末,H&H基金的前五大重仓股分别是苹果、伯克希尔、谷歌、阿里巴巴、拼多多,期末持股市值分别是122.95亿美元、17.41亿美元、8.47亿美元、5.78亿美元、5.27亿美元。数据来源于价值大师网址段永平再买腾讯、拼多多值得注意的是,从段永平在社交平台上的发言中也能找到其买入拼多多的线索。今年8月底,拼多多发布半年报时,由于营收增长不及预期遭遇了前所未有的暴跌,股价单日跌幅高达30%,创上市以来最大单日跌幅。8月27日,段永平在社交平台上表示,“开始卖点put(卖出看跌期权建仓)。虽然对PDD的商业模式还不是完全懂,但这些年看来看去还是觉得蛮有意思的。”9月27日,段永平称,最近确实涨得有点邪乎。本来花了很多时间去思考拼多多、腾讯,觉得是个大好的机会,想着先多卖点put,结果看上去要少赚不少了。10月18日,段永平再表示,“这两天开始继续卖点腾讯和拼多多的put。前段时间突然涨太多了。”这意味着,四季度末,H&H 基金在拼多多的仓位或会进一步提升。另一大互联网龙头腾讯,则是段永平近期持续加仓的股票。10月26日,段永平表示,“反正我每天卖1000个腾讯put会继续,比直接买股票要容易下手很多。顺便说下,我的大部分苹果就是通过卖put买回来的,虽然没老巴买的多,但比重可比老巴要高哈。”值得注意的是,特朗普当选美国总统后,中概股有所承压,但段永平却乘机不断加仓腾讯,还直言腾讯保险公司开张(通过卖put建仓或赚取权利金,所以称保险公司)。11月13日,段永平发文表示,“特朗普上台后很多人会担心新的贸易战,所以很多外资会卖中国公司的股票,这也是能买到好点价钱的机会。卖put目前非常适合(如果你打算买这家公司的前提下),put进来甚至还能买点call。腾讯保险公司开张了哈。”对于拼多多和腾讯,段永平认为,“拼多多还是一家初创公司,未来变数还很多。腾讯相比之下要更成熟。该说的都说过了哈。”这意味着,由于腾讯的确定性更强,段永平持有腾讯的仓位或比拼多多更多。李录减持苹果,新建仓亏损油田股北京时间11月15日,知名华人投资家李录掌管的喜马拉雅资本向美国SEC提交了三季度的持仓报告,最新美股持仓为24.7亿美元,较上季度末减少近1亿美元。李录在三季度大幅减持了苹果的股票,共减持44.19万股,减持幅度达58.18%,目前仍持有31.77万股,期末持股市值降至7400万美元,这与巴菲特卖出苹果的操作不谋而合。值得注意的是,李录在三季度还新建仓了一只叫做SOC(Sable Offshore)的股票,这家公司的总市值仅18.37亿美元,目前是亏损状态,不过该股票今年以来股价暴涨了97.45%。李录买入134.3万股,期末持股市值为3173万美元。资料显示,Sable Offshore Corp 是一家位于休斯顿的独立上游公司,专注于负责开发加州近海联邦水域多产的圣伊内斯油田。买入仍在亏损的油田,或是李录押注该公司将迎来业绩拐点。截至三季度末,李录的组合中共有8只股票,分别为美国银行、谷歌C、谷歌A、伯克希尔、华美、西方石油、苹果、SOC,期末持股市值分别为7.17亿美元、5.08亿美元、4.22亿美元、4.13亿美元、2.3亿美元、7558万美元、7402万美元、3173万美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":18,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358968256033048,"gmtCreate":1728646653492,"gmtModify":1728646655912,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"htmlText":"从来不买中国资产,这次发神经的在8号进厂,美股赚的全陪进去还亏本金","listText":"从来不买中国资产,这次发神经的在8号进厂,美股赚的全陪进去还亏本金","text":"从来不买中国资产,这次发神经的在8号进厂,美股赚的全陪进去还亏本金","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/358968256033048","isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358331599311152,"gmtCreate":1728520013393,"gmtModify":1728521441713,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"htmlText":"真金白银支持国家金融战","listText":"真金白银支持国家金融战","text":"真金白银支持国家金融战","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358331599311152","repostId":"1113304753","repostType":4,"repost":{"id":"1113304753","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1728519218,"share":"https://www.laohu8.com/m/news/1113304753?lang=&edition=full","pubTime":"2024-10-10 08:13","market":"us","language":"zh","title":"美股夜盘|中国资产相关ETF集体走高,二倍做多沪深300ETF涨超9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1113304753","media":"老虎资讯综合","summary":"10月10日,美股夜盘时段,中国资产相关ETF集体走高,二倍做多沪深300ETF涨超9%,德银沪深300指数ETF涨超4%,三倍做多富时中国ETF涨超3%。","content":"<html><head></head><body><p>10月10日,美股夜盘时段,中国资产相关ETF集体走高,<a href=\"https://laohu8.com/S/CHAU\">二倍做多沪深300ETF</a>涨超9%,<a href=\"https://laohu8.com/S/ASHR\">德银沪深300指数ETF</a>涨超4%,<a href=\"https://laohu8.com/S/YINN\">三倍做多富时中国ETF</a>涨超3%。</p><p>消息面:中国人民银行公告,决定创设“证券、基金、保险公司互换便利(Securities, Funds and Insurance companies Swap Facility,简称SFISF)”,支持符合条件的证券、基金、保险公司以债券、股票ETF、沪深300成分股等资产为抵押,从人民银行换入国债、央行票据等高等级流动性资产。首期操作规模5000亿元,视情可进一步扩大操作规模。即日起,接受符合条件的证券、基金、保险公司申报。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6774290d42794281e6f47f14b1e795e6\" title=\"\" tg-width=\"415\" tg-height=\"460\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股夜盘|中国资产相关ETF集体走高,二倍做多沪深300ETF涨超9%</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; 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股夜盘|中国资产相关ETF集体走高,二倍做多沪深300ETF涨超9%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-10-10 08:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月10日,美股夜盘时段,中国资产相关ETF集体走高,<a href=\"https://laohu8.com/S/CHAU\">二倍做多沪深300ETF</a>涨超9%,<a href=\"https://laohu8.com/S/ASHR\">德银沪深300指数ETF</a>涨超4%,<a href=\"https://laohu8.com/S/YINN\">三倍做多富时中国ETF</a>涨超3%。</p><p>消息面:中国人民银行公告,决定创设“证券、基金、保险公司互换便利(Securities, Funds and Insurance companies Swap Facility,简称SFISF)”,支持符合条件的证券、基金、保险公司以债券、股票ETF、沪深300成分股等资产为抵押,从人民银行换入国债、央行票据等高等级流动性资产。首期操作规模5000亿元,视情可进一步扩大操作规模。即日起,接受符合条件的证券、基金、保险公司申报。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6774290d42794281e6f47f14b1e795e6\" title=\"\" tg-width=\"415\" tg-height=\"460\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113304753","content_text":"10月10日,美股夜盘时段,中国资产相关ETF集体走高,二倍做多沪深300ETF涨超9%,德银沪深300指数ETF涨超4%,三倍做多富时中国ETF涨超3%。消息面:中国人民银行公告,决定创设“证券、基金、保险公司互换便利(Securities, Funds and Insurance companies Swap Facility,简称SFISF)”,支持符合条件的证券、基金、保险公司以债券、股票ETF、沪深300成分股等资产为抵押,从人民银行换入国债、央行票据等高等级流动性资产。首期操作规模5000亿元,视情可进一步扩大操作规模。即日起,接受符合条件的证券、基金、保险公司申报。","news_type":1},"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352602927989064,"gmtCreate":1727103394762,"gmtModify":1727103396241,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"htmlText":"希望如此","listText":"希望如此","text":"希望如此","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352602927989064","repostId":"2469159203","repostType":2,"repost":{"id":"2469159203","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1727100000,"share":"https://www.laohu8.com/m/news/2469159203?lang=&edition=full","pubTime":"2024-09-23 22:00","market":"us","language":"en","title":"Nvidia Stock Is in a Slump. What Tesla Can Tell Us","url":"https://stock-news.laohu8.com/highlight/detail?id=2469159203","media":"Dow Jones","summary":"Nvidia stock has dropped over the past few months. Investors should hang on—tight.Nvidia stock has seen exponential gains in recent years.Shares have fallen to $116, a 14% decline from their record cl","content":"<html><head></head><body><p style=\"text-align: start;\">Nvidia stock has dropped over the past few months. Investors should hang on—tight.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dda786b16f5399963a20d060f614c4ce\" alt=\"Nvidia stock has seen exponential gains in recent years.\" title=\"Nvidia stock has seen exponential gains in recent years.\" tg-width=\"954\" tg-height=\"631\"/><span>Nvidia stock has seen exponential gains in recent years.</span></p><p style=\"text-align: start;\">Shares have fallen to $116, a 14% decline from their record close around $135, hit in June. They were down 38% to $98 at their lowest levels during this summertime drop. Through it all, the stock—which was flat in early trading Monday, while the benchmark S&P 500 were up 0.2%—remains up just about tenfold over the past five years. </p><p>But investors should not rush for the exits: Research shows that a drop like this is normal, and even expected, for a stock like Nvidia, which has seen exponential growth in its share price.</p><p>A combination of related factors have driven shares of the artificial-intelligence leader lower. When Nvidia stock hit $135, investors took profits by selling. Emerging competition from chip makers such as Advanced Micro Devices threaten a small portion of Nvidia’s sales, making the smaller AMD maybe a more compelling buy at this point. And while AI chips are experiencing high and accelerating demand, everyone knows the growth for all chip makers will slow within the next few years. </p><p>That’s not the end of Nvidia’s storybook journey. It’s completely normal for rare stocks with explosive growth curves to experience large declines periodically. Historically, the average maximum drawdown for stocks that went up tenfold in a five-year period is 48%, according to Trivariate Research’s analysis of 84 stocks that have achieved this feat.</p><p>The worst selloff is also nothing to worry about. Of the 84 names that Trivariate identified, the largest pullback was 89% for GameStop over the course of just over three years. But that stock is an outlier; GameStop didn’t rise because of company fundamentals. In fact, its earnings have beenshrinkingand its tenfold return in early 2021 was driven bythe Reddit meme stock craze.</p><p style=\"text-align: start;\">Nvidia is nothing like GameStop. Analysts still expect the chip company to post double-digit annual earnings growth, in percent terms, over the next several years, according to FactSet. Nvidia stock now trades at a lower multiple of near-term earnings estimates, so continued earnings growth could take the shares higher from here.</p><p style=\"text-align: start;\">That outlook makes Nvidia more like Tesla, which went up by more than 10 times during the five years ended in May 2017. Electric-vehicle demand, like chip demand today, was exploding. Within that five-year stretch, Tesla stock’s worst drawdown was 50% over a year-and-a-half period that ended in February 2016. Since then, shares have rocketed another 20 times. Yes, EV competition has emerged, but overall industry growth has still benefited Tesla. </p><p style=\"text-align: start;\">Maybe Nvidia has a similar future. Just hold on for the long-term.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Is in a Slump. What Tesla Can Tell Us</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\">\nNvidia Stock Is in a Slump. What Tesla Can Tell Us\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-23 22:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Nvidia stock has dropped over the past few months. Investors should hang on—tight.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dda786b16f5399963a20d060f614c4ce\" alt=\"Nvidia stock has seen exponential gains in recent years.\" title=\"Nvidia stock has seen exponential gains in recent years.\" tg-width=\"954\" tg-height=\"631\"/><span>Nvidia stock has seen exponential gains in recent years.</span></p><p style=\"text-align: start;\">Shares have fallen to $116, a 14% decline from their record close around $135, hit in June. They were down 38% to $98 at their lowest levels during this summertime drop. Through it all, the stock—which was flat in early trading Monday, while the benchmark S&P 500 were up 0.2%—remains up just about tenfold over the past five years. </p><p>But investors should not rush for the exits: Research shows that a drop like this is normal, and even expected, for a stock like Nvidia, which has seen exponential growth in its share price.</p><p>A combination of related factors have driven shares of the artificial-intelligence leader lower. When Nvidia stock hit $135, investors took profits by selling. Emerging competition from chip makers such as Advanced Micro Devices threaten a small portion of Nvidia’s sales, making the smaller AMD maybe a more compelling buy at this point. And while AI chips are experiencing high and accelerating demand, everyone knows the growth for all chip makers will slow within the next few years. </p><p>That’s not the end of Nvidia’s storybook journey. It’s completely normal for rare stocks with explosive growth curves to experience large declines periodically. Historically, the average maximum drawdown for stocks that went up tenfold in a five-year period is 48%, according to Trivariate Research’s analysis of 84 stocks that have achieved this feat.</p><p>The worst selloff is also nothing to worry about. Of the 84 names that Trivariate identified, the largest pullback was 89% for GameStop over the course of just over three years. But that stock is an outlier; GameStop didn’t rise because of company fundamentals. In fact, its earnings have beenshrinkingand its tenfold return in early 2021 was driven bythe Reddit meme stock craze.</p><p style=\"text-align: start;\">Nvidia is nothing like GameStop. Analysts still expect the chip company to post double-digit annual earnings growth, in percent terms, over the next several years, according to FactSet. Nvidia stock now trades at a lower multiple of near-term earnings estimates, so continued earnings growth could take the shares higher from here.</p><p style=\"text-align: start;\">That outlook makes Nvidia more like Tesla, which went up by more than 10 times during the five years ended in May 2017. Electric-vehicle demand, like chip demand today, was exploding. Within that five-year stretch, Tesla stock’s worst drawdown was 50% over a year-and-a-half period that ended in February 2016. Since then, shares have rocketed another 20 times. Yes, EV competition has emerged, but overall industry growth has still benefited Tesla. </p><p style=\"text-align: start;\">Maybe Nvidia has a similar future. Just hold on for the long-term.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","NVDA":"英伟达","BK4099":"汽车制造商","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4532":"文艺复兴科技持仓","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4592":"伊斯兰概念","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4567":"ESG概念","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4534":"瑞士信贷持仓","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4527":"明星科技股","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2469159203","content_text":"Nvidia stock has dropped over the past few months. Investors should hang on—tight.Nvidia stock has seen exponential gains in recent years.Shares have fallen to $116, a 14% decline from their record close around $135, hit in June. They were down 38% to $98 at their lowest levels during this summertime drop. Through it all, the stock—which was flat in early trading Monday, while the benchmark S&P 500 were up 0.2%—remains up just about tenfold over the past five years. But investors should not rush for the exits: Research shows that a drop like this is normal, and even expected, for a stock like Nvidia, which has seen exponential growth in its share price.A combination of related factors have driven shares of the artificial-intelligence leader lower. When Nvidia stock hit $135, investors took profits by selling. Emerging competition from chip makers such as Advanced Micro Devices threaten a small portion of Nvidia’s sales, making the smaller AMD maybe a more compelling buy at this point. And while AI chips are experiencing high and accelerating demand, everyone knows the growth for all chip makers will slow within the next few years. That’s not the end of Nvidia’s storybook journey. It’s completely normal for rare stocks with explosive growth curves to experience large declines periodically. Historically, the average maximum drawdown for stocks that went up tenfold in a five-year period is 48%, according to Trivariate Research’s analysis of 84 stocks that have achieved this feat.The worst selloff is also nothing to worry about. Of the 84 names that Trivariate identified, the largest pullback was 89% for GameStop over the course of just over three years. But that stock is an outlier; GameStop didn’t rise because of company fundamentals. In fact, its earnings have beenshrinkingand its tenfold return in early 2021 was driven bythe Reddit meme stock craze.Nvidia is nothing like GameStop. Analysts still expect the chip company to post double-digit annual earnings growth, in percent terms, over the next several years, according to FactSet. Nvidia stock now trades at a lower multiple of near-term earnings estimates, so continued earnings growth could take the shares higher from here.That outlook makes Nvidia more like Tesla, which went up by more than 10 times during the five years ended in May 2017. Electric-vehicle demand, like chip demand today, was exploding. Within that five-year stretch, Tesla stock’s worst drawdown was 50% over a year-and-a-half period that ended in February 2016. Since then, shares have rocketed another 20 times. Yes, EV competition has emerged, but overall industry growth has still benefited Tesla. Maybe Nvidia has a similar future. Just hold on for the long-term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346045448413288,"gmtCreate":1725510672125,"gmtModify":1725510674232,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"htmlText":"这次大跌很伤","listText":"这次大跌很伤","text":"这次大跌很伤","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346045448413288","repostId":"1143244790","repostType":2,"repost":{"id":"1143244790","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1725502217,"share":"https://www.laohu8.com/m/news/1143244790?lang=&edition=full","pubTime":"2024-09-05 10:10","market":"hk","language":"zh","title":"内幕交易疑云:佩洛西在周二美股崩盘前出售英伟达股票了吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=1143244790","media":"老虎资讯综合","summary":"正因为如此,一则声称佩洛西在9月3日美股崩盘前出售了她全部 $英伟达$ 股份的帖子迅速走红。为什么佩洛西可能确实出售了英伟达股票尽管截至9月4日的所有信息显示佩洛西仍然持有她的英伟达股票,但报告系统中的一些明显缺陷可能会导致未来几周情况发生变化。","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/527233d1267035c63d6865253d32d3f2\" title=\"\" tg-width=\"1024\" tg-height=\"682\"/></p><p>虽然许多美国政客在股市都以可疑的交易而声名狼藉,但很少有人像前众议院议长·佩洛西那样深陷内幕交易丑闻。</p><p>正因为如此,一则声称佩洛西在9月3日美股崩盘前出售了她全部 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> (纳斯达克代码:NVDA)股份的帖子迅速走红。佩洛西的这部分股份价值数百万美元。</p><h2 id=\"id_2808343041\">X平台上的帖子称佩洛西已预先获悉司法部向 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 发出的传票</h2><p><img src=\"https://community-static.tradeup.com/news/87d1a0a82ec6838010c841d3014050d2\" alt=\"\"/></p><p>事实上,投资者Jason A. Williams在X平台上发布了一则帖子,声称佩洛西在英伟达股价暴跌前出售了她的NVDA股票,这次暴跌首先是由美国疲弱的制造业报告引发,随后又因为美国司法部对英伟达的传票而加深。</p><p>事实上,英伟达最近的跌幅是其有史以来最大、最快的一次,其市值在几天内蒸发了 3000 多亿美元。截至周三收盘,NVDA 股价为 106.21美元,5 日图显示该股下跌17.22%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/38813d4f4cf06e9eda3a27b7357a9645\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p>尽管该帖子在社交媒体平台上迅速传播,但其中的信息显然不准确,因为美国当局并未发现任何类似交易,Finbold的国会交易追踪器也未检测到。</p><p>最后,Williams的帖子似乎是当天早些时候另一位用户Mike Alfred发布的另一条推文的副本。Alfred在意识到错误后撤回了该帖子。</p><h2 id=\"id_2892307231\">为什么佩洛西可能确实出售了英伟达股票</h2><p>尽管截至9月4日的所有信息显示佩洛西仍然持有她的英伟达股票,但报告系统中的一些明显缺陷可能会导致未来几周情况发生变化。</p><p>就像很难确定这位众议员的 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a>持仓规模有多大一样——大多数股票购买行为被描述为价值在100万美元到500万美元之间——政客们在必须报告其交易之前有 45 天的宽限期。</p><h2 id=\"id_1973947598\">公众为何如此热衷于相信国会议员从事内幕交易</h2><p>虽然这听起来有些令人失望,但公众之所以愿意相信政客们从事内幕交易,主要原因是他们的交易表现实在过于出色。</p><p>这一点从众议员布赖恩·希金斯 (Brian Higgins) 的投资组合在2023年达到238.9%的回报率,以及跟踪丹·穆瑟 (Dan Meuser)股票市场活动的策略在过去12个月上涨了74.57%中可以看出。</p><p>一只更具体的股票可以说明这一点——以及政治圈内外许多人的担忧———即 <a href=\"https://laohu8.com/S/LMT\">洛克希德马丁</a> (纽约证券交易所代码:LMT),这家武器公司的股票在其最新的30亿美元与美国军方的合同公开发布前被“疯狂”购买。</p><p><em>文章源自Finbold《Did Nancy Pelosi sell Nvidia stock before the crash?》</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>内幕交易疑云:佩洛西在周二美股崩盘前出售英伟达股票了吗?</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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n内幕交易疑云:佩洛西在周二美股崩盘前出售英伟达股票了吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-09-05 10:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/527233d1267035c63d6865253d32d3f2\" title=\"\" tg-width=\"1024\" tg-height=\"682\"/></p><p>虽然许多美国政客在股市都以可疑的交易而声名狼藉,但很少有人像前众议院议长·佩洛西那样深陷内幕交易丑闻。</p><p>正因为如此,一则声称佩洛西在9月3日美股崩盘前出售了她全部 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> (纳斯达克代码:NVDA)股份的帖子迅速走红。佩洛西的这部分股份价值数百万美元。</p><h2 id=\"id_2808343041\">X平台上的帖子称佩洛西已预先获悉司法部向 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 发出的传票</h2><p><img src=\"https://community-static.tradeup.com/news/87d1a0a82ec6838010c841d3014050d2\" alt=\"\"/></p><p>事实上,投资者Jason A. Williams在X平台上发布了一则帖子,声称佩洛西在英伟达股价暴跌前出售了她的NVDA股票,这次暴跌首先是由美国疲弱的制造业报告引发,随后又因为美国司法部对英伟达的传票而加深。</p><p>事实上,英伟达最近的跌幅是其有史以来最大、最快的一次,其市值在几天内蒸发了 3000 多亿美元。截至周三收盘,NVDA 股价为 106.21美元,5 日图显示该股下跌17.22%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/38813d4f4cf06e9eda3a27b7357a9645\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p>尽管该帖子在社交媒体平台上迅速传播,但其中的信息显然不准确,因为美国当局并未发现任何类似交易,Finbold的国会交易追踪器也未检测到。</p><p>最后,Williams的帖子似乎是当天早些时候另一位用户Mike Alfred发布的另一条推文的副本。Alfred在意识到错误后撤回了该帖子。</p><h2 id=\"id_2892307231\">为什么佩洛西可能确实出售了英伟达股票</h2><p>尽管截至9月4日的所有信息显示佩洛西仍然持有她的英伟达股票,但报告系统中的一些明显缺陷可能会导致未来几周情况发生变化。</p><p>就像很难确定这位众议员的 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a>持仓规模有多大一样——大多数股票购买行为被描述为价值在100万美元到500万美元之间——政客们在必须报告其交易之前有 45 天的宽限期。</p><h2 id=\"id_1973947598\">公众为何如此热衷于相信国会议员从事内幕交易</h2><p>虽然这听起来有些令人失望,但公众之所以愿意相信政客们从事内幕交易,主要原因是他们的交易表现实在过于出色。</p><p>这一点从众议员布赖恩·希金斯 (Brian Higgins) 的投资组合在2023年达到238.9%的回报率,以及跟踪丹·穆瑟 (Dan Meuser)股票市场活动的策略在过去12个月上涨了74.57%中可以看出。</p><p>一只更具体的股票可以说明这一点——以及政治圈内外许多人的担忧———即 <a href=\"https://laohu8.com/S/LMT\">洛克希德马丁</a> (纽约证券交易所代码:LMT),这家武器公司的股票在其最新的30亿美元与美国军方的合同公开发布前被“疯狂”购买。</p><p><em>文章源自Finbold《Did Nancy Pelosi sell Nvidia stock before the crash?》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/dd24adae74410229afced28a35ac2ffa","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143244790","content_text":"虽然许多美国政客在股市都以可疑的交易而声名狼藉,但很少有人像前众议院议长·佩洛西那样深陷内幕交易丑闻。正因为如此,一则声称佩洛西在9月3日美股崩盘前出售了她全部 英伟达 (纳斯达克代码:NVDA)股份的帖子迅速走红。佩洛西的这部分股份价值数百万美元。X平台上的帖子称佩洛西已预先获悉司法部向 英伟达 发出的传票事实上,投资者Jason A. Williams在X平台上发布了一则帖子,声称佩洛西在英伟达股价暴跌前出售了她的NVDA股票,这次暴跌首先是由美国疲弱的制造业报告引发,随后又因为美国司法部对英伟达的传票而加深。事实上,英伟达最近的跌幅是其有史以来最大、最快的一次,其市值在几天内蒸发了 3000 多亿美元。截至周三收盘,NVDA 股价为 106.21美元,5 日图显示该股下跌17.22%。尽管该帖子在社交媒体平台上迅速传播,但其中的信息显然不准确,因为美国当局并未发现任何类似交易,Finbold的国会交易追踪器也未检测到。最后,Williams的帖子似乎是当天早些时候另一位用户Mike Alfred发布的另一条推文的副本。Alfred在意识到错误后撤回了该帖子。为什么佩洛西可能确实出售了英伟达股票尽管截至9月4日的所有信息显示佩洛西仍然持有她的英伟达股票,但报告系统中的一些明显缺陷可能会导致未来几周情况发生变化。就像很难确定这位众议员的 英伟达持仓规模有多大一样——大多数股票购买行为被描述为价值在100万美元到500万美元之间——政客们在必须报告其交易之前有 45 天的宽限期。公众为何如此热衷于相信国会议员从事内幕交易虽然这听起来有些令人失望,但公众之所以愿意相信政客们从事内幕交易,主要原因是他们的交易表现实在过于出色。这一点从众议员布赖恩·希金斯 (Brian Higgins) 的投资组合在2023年达到238.9%的回报率,以及跟踪丹·穆瑟 (Dan Meuser)股票市场活动的策略在过去12个月上涨了74.57%中可以看出。一只更具体的股票可以说明这一点——以及政治圈内外许多人的担忧———即 洛克希德马丁 (纽约证券交易所代码:LMT),这家武器公司的股票在其最新的30亿美元与美国军方的合同公开发布前被“疯狂”购买。文章源自Finbold《Did Nancy Pelosi sell Nvidia stock before the crash?》","news_type":1},"isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334512095260952,"gmtCreate":1722700989470,"gmtModify":1722700991673,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"htmlText":"西方石油没涨","listText":"西方石油没涨","text":"西方石油没涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/334512095260952","repostId":"1132175044","repostType":2,"repost":{"id":"1132175044","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1722686703,"share":"https://www.laohu8.com/m/news/1132175044?lang=&edition=full","pubTime":"2024-08-03 20:05","market":"us","language":"zh","title":"伯克希尔二季度净利润303.5亿美元超预期,现金储备再创新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1132175044","media":"老虎资讯综合","summary":"公司持有现金达到创纪录的2769亿美元。","content":"<html><head></head><body><p>伯克希尔哈撒韦A二季度营收936.53亿美元,上年同期为925.03亿美元,市场预期910.9亿美元。</p><p>二季度净利润303.5亿美元,上年同期为359.12亿美元,市场预期177.86亿美元。</p><p>二季度运营收益升至116亿美元。</p><p>二季度EPS为21122美元,上年同期为24775美元,市场预期15006美元。</p><p style=\"text-align: start;\"><strong>现金储备接近3000亿美元</strong></p><p style=\"text-align: start;\">截至二季度末,公司现金储备为2769亿美元,再创纪录新高,一季度末为1890亿美元。</p><p><strong>投资分布</strong></p><p>截至6月30日,股权投资的总公允价值中,72%集中于美国运通、苹果公司、美国银行、雪佛龙和可口可乐。</p><p>截至6月30日的季度内,净卖出价值755亿美元的股票。</p><p>第二季度大约使用了3.45亿美元回购公司股票。</p><p>截至2024年二季度末持有的固定收益证券投资公允价值达169.69亿美元,其中,对美债、外国债券、企业债券的投资公允价值分别为45.17亿美元,110.20亿美元,12.10亿美元。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>伯克希尔二季度净利润303.5亿美元超预期,现金储备再创新高</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; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n伯克希尔二季度净利润303.5亿美元超预期,现金储备再创新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-08-03 20:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>伯克希尔哈撒韦A二季度营收936.53亿美元,上年同期为925.03亿美元,市场预期910.9亿美元。</p><p>二季度净利润303.5亿美元,上年同期为359.12亿美元,市场预期177.86亿美元。</p><p>二季度运营收益升至116亿美元。</p><p>二季度EPS为21122美元,上年同期为24775美元,市场预期15006美元。</p><p style=\"text-align: start;\"><strong>现金储备接近3000亿美元</strong></p><p style=\"text-align: start;\">截至二季度末,公司现金储备为2769亿美元,再创纪录新高,一季度末为1890亿美元。</p><p><strong>投资分布</strong></p><p>截至6月30日,股权投资的总公允价值中,72%集中于美国运通、苹果公司、美国银行、雪佛龙和可口可乐。</p><p>截至6月30日的季度内,净卖出价值755亿美元的股票。</p><p>第二季度大约使用了3.45亿美元回购公司股票。</p><p>截至2024年二季度末持有的固定收益证券投资公允价值达169.69亿美元,其中,对美债、外国债券、企业债券的投资公允价值分别为45.17亿美元,110.20亿美元,12.10亿美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/421c86cc0a830b74f805ce68a58f2f7a","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132175044","content_text":"伯克希尔哈撒韦A二季度营收936.53亿美元,上年同期为925.03亿美元,市场预期910.9亿美元。二季度净利润303.5亿美元,上年同期为359.12亿美元,市场预期177.86亿美元。二季度运营收益升至116亿美元。二季度EPS为21122美元,上年同期为24775美元,市场预期15006美元。现金储备接近3000亿美元截至二季度末,公司现金储备为2769亿美元,再创纪录新高,一季度末为1890亿美元。投资分布截至6月30日,股权投资的总公允价值中,72%集中于美国运通、苹果公司、美国银行、雪佛龙和可口可乐。截至6月30日的季度内,净卖出价值755亿美元的股票。第二季度大约使用了3.45亿美元回购公司股票。截至2024年二季度末持有的固定收益证券投资公允价值达169.69亿美元,其中,对美债、外国债券、企业债券的投资公允价值分别为45.17亿美元,110.20亿美元,12.10亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":898,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3553522987629192","authorId":"3553522987629192","name":"王林牛肉面","avatar":"https://static.tigerbbs.com/505a98e061d773d46e713b2eaf0fe6f4","crmLevel":1,"crmLevelSwitch":1,"idStr":"3553522987629192","authorIdStr":"3553522987629192"},"content":"公开资料显示,西方石油是一家总部位于美国洛杉矶的国际石油和天然气勘探和生产公司,主要业务包括油气勘探开发、化工业务以及天然气运输等,是目前全球最大的页岩油生产商之一。 巴菲特买入西方石油公司并非一时兴起,两者发生交集要追溯到2019年初,当时西方石油正在和石油巨头雪佛龙展开对另一家石油公司阿纳达科的竞购战。 2019年4月,雪佛龙报价330亿美元,率先和阿纳达科签下了框架投资协议,这使得当时西方石油总裁Vicky Hollub大为恼火,于是乎亲自飞往奥马哈小镇,向金主巴菲特求援并得到100亿美元的并购资金支持。最终在巴菲特的资金支持下,西方石油以380亿美元的报价,成功收购阿纳达科石油。 当然老巴是不会做亏本的生意,作为交换,伯克希尔获得了100亿美元的西方石油优先股,股息率为8%;并附加了未来购买8000万股西方石油普通股的认股权证,行权价格是62.50美元。 行权截止日期设计的也比较有意思,是定在巴菲特卖出优先股后的一年内。而协议约定西方石油可以在10年后的2029年选择赎回巴菲特的100亿美元优先股。 也就是说如果西方石油管理层在2029年选择赎回这100亿的优先股,那么巴菲特就有权利在2030年以62.50美元的价格买入8000万股西方石油的普通股。 这也意味着当时巴菲特认为公司的内在价值肯定是在62.5美元以上的,2018年西方石油每股收益5.4元,对应市盈率11.6倍,市净率为2.2倍。当时,巴菲特接受采访时曾表示,认股权证的协议是对油价长期上涨的押注。 由于融资协议中有反稀释条款,根据SEC最新文件显示,目前的行权价格下降到了59.62美元,行权的股数变为8386万股。 举例而言,去年9月西方石油股价最高曾达到过76美元,如果巴菲特愿意的话可以以59.62美元的价格购买8386万股西方石油的普通股。","text":"公开资料显示,西方石油是一家总部位于美国洛杉矶的国际石油和天然气勘探和生产公司,主要业务包括油气勘探开发、化工业务以及天然气运输等,是目前全球最大的页岩油生产商之一。 巴菲特买入西方石油公司并非一时兴起,两者发生交集要追溯到2019年初,当时西方石油正在和石油巨头雪佛龙展开对另一家石油公司阿纳达科的竞购战。 2019年4月,雪佛龙报价330亿美元,率先和阿纳达科签下了框架投资协议,这使得当时西方石油总裁Vicky Hollub大为恼火,于是乎亲自飞往奥马哈小镇,向金主巴菲特求援并得到100亿美元的并购资金支持。最终在巴菲特的资金支持下,西方石油以380亿美元的报价,成功收购阿纳达科石油。 当然老巴是不会做亏本的生意,作为交换,伯克希尔获得了100亿美元的西方石油优先股,股息率为8%;并附加了未来购买8000万股西方石油普通股的认股权证,行权价格是62.50美元。 行权截止日期设计的也比较有意思,是定在巴菲特卖出优先股后的一年内。而协议约定西方石油可以在10年后的2029年选择赎回巴菲特的100亿美元优先股。 也就是说如果西方石油管理层在2029年选择赎回这100亿的优先股,那么巴菲特就有权利在2030年以62.50美元的价格买入8000万股西方石油的普通股。 这也意味着当时巴菲特认为公司的内在价值肯定是在62.5美元以上的,2018年西方石油每股收益5.4元,对应市盈率11.6倍,市净率为2.2倍。当时,巴菲特接受采访时曾表示,认股权证的协议是对油价长期上涨的押注。 由于融资协议中有反稀释条款,根据SEC最新文件显示,目前的行权价格下降到了59.62美元,行权的股数变为8386万股。 举例而言,去年9月西方石油股价最高曾达到过76美元,如果巴菲特愿意的话可以以59.62美元的价格购买8386万股西方石油的普通股。","html":"公开资料显示,西方石油是一家总部位于美国洛杉矶的国际石油和天然气勘探和生产公司,主要业务包括油气勘探开发、化工业务以及天然气运输等,是目前全球最大的页岩油生产商之一。 巴菲特买入西方石油公司并非一时兴起,两者发生交集要追溯到2019年初,当时西方石油正在和石油巨头雪佛龙展开对另一家石油公司阿纳达科的竞购战。 2019年4月,雪佛龙报价330亿美元,率先和阿纳达科签下了框架投资协议,这使得当时西方石油总裁Vicky Hollub大为恼火,于是乎亲自飞往奥马哈小镇,向金主巴菲特求援并得到100亿美元的并购资金支持。最终在巴菲特的资金支持下,西方石油以380亿美元的报价,成功收购阿纳达科石油。 当然老巴是不会做亏本的生意,作为交换,伯克希尔获得了100亿美元的西方石油优先股,股息率为8%;并附加了未来购买8000万股西方石油普通股的认股权证,行权价格是62.50美元。 行权截止日期设计的也比较有意思,是定在巴菲特卖出优先股后的一年内。而协议约定西方石油可以在10年后的2029年选择赎回巴菲特的100亿美元优先股。 也就是说如果西方石油管理层在2029年选择赎回这100亿的优先股,那么巴菲特就有权利在2030年以62.50美元的价格买入8000万股西方石油的普通股。 这也意味着当时巴菲特认为公司的内在价值肯定是在62.5美元以上的,2018年西方石油每股收益5.4元,对应市盈率11.6倍,市净率为2.2倍。当时,巴菲特接受采访时曾表示,认股权证的协议是对油价长期上涨的押注。 由于融资协议中有反稀释条款,根据SEC最新文件显示,目前的行权价格下降到了59.62美元,行权的股数变为8386万股。 举例而言,去年9月西方石油股价最高曾达到过76美元,如果巴菲特愿意的话可以以59.62美元的价格购买8386万股西方石油的普通股。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333907584508048,"gmtCreate":1722553348945,"gmtModify":1722553350714,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$ </a><v-v data-views=\"1\"></v-v> 跌蒙圈了,应该到底了吧?","listText":"<a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$ </a><v-v data-views=\"1\"></v-v> 跌蒙圈了,应该到底了吧?","text":"$西方石油(OXY)$ 跌蒙圈了,应该到底了吧?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333907584508048","isVote":1,"tweetType":1,"viewCount":786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333307687026888,"gmtCreate":1722399592180,"gmtModify":1722399594095,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"htmlText":"石油还能不能投资","listText":"石油还能不能投资","text":"石油还能不能投资","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333307687026888","repostId":"1140793369","repostType":4,"isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332597027852560,"gmtCreate":1722207233903,"gmtModify":1722207236286,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"htmlText":"拿之前的文章来发布?","listText":"拿之前的文章来发布?","text":"拿之前的文章来发布?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/332597027852560","repostId":"1133286147","repostType":4,"isVote":1,"tweetType":1,"viewCount":592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327330230030672,"gmtCreate":1720946303497,"gmtModify":1720946305505,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"htmlText":"原来如此","listText":"原来如此","text":"原来如此","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327330230030672","repostId":"2451991594","repostType":4,"repost":{"id":"2451991594","weMediaInfo":{"introduction":"为财经记者、投资者服务!","home_visible":1,"media_name":"深蓝财经","id":"10","head_image":"https://static.tigerbbs.com/7ed3098ca9794eae9907fbd1b71a744b"},"pubTimestamp":1720837380,"share":"https://www.laohu8.com/m/news/2451991594?lang=&edition=full","pubTime":"2024-07-13 10:23","market":"hk","language":"zh","title":"李嘉诚回来了!背后有什么信号?","url":"https://stock-news.laohu8.com/highlight/detail?id=2451991594","media":"深蓝财经","summary":"“敏感肌第一股”的神话,破灭了来源 | 观点作者 | 老六首富的嗅觉,依旧灵敏。","content":"<html><head></head><body><blockquote><p>首富的嗅觉,依旧灵敏。</p></blockquote><p><strong>“信号</strong></p><p>顶级大佬又传来新的动向。</p><p>几天前,李嘉诚长子、<a href=\"https://laohu8.com/S/00001\">长和</a>系主席李泽钜首次公开家族办公室进程:</p><p><em>“李氏家族一直于香港进行不同投资,会就于香港成立家族办公室一事制度化,管理人包括共事多年的友好同事以及家族成员。”</em></p><p>一石激起千层浪。<strong>资料显示,这也将是首个在港成立家办的香港富豪家族。</strong></p><p>对超级富豪而言,家族办公室几乎是一种标配。这个概念最早起源于古罗马时期的大“Domus”(家族主管)以及中世纪时期的大“Domo”(总管家)。</p><p>可以理解为,富豪给自己家族找了一个“超级管家”,帮助家族进行资产配置、法律服务、慈善事业、家族治理、家族教育等。</p><p>李氏家族确实需要这么一个“管家”。今年96岁的李嘉诚,曾连续21年蝉联香港首富。2024年2月,李嘉诚以362亿美元位列2024福布斯中国香港富豪榜榜首,宝刀未老。</p><p><img src=\"https://static.tigerbbs.com/254a510360374e04b11e0ed81f502deb\" alt=\"\"/><strong>再厉害的富豪,也得考虑传承问题。</strong>实际上,早在多年前,李嘉诚就设立了家族信托基金,不仅将上市公司股权装入家族信托,还提前规划了资产分配事宜。</p><p>在外界看来,随着李嘉诚长孙女的公开亮相,李嘉诚家族的接力棒已经来到第三代。如今,家族办公室的成立,也标志着李嘉诚家族的财富管理进入一个新阶段。</p><p>这也是一个大趋势。研究数据显示,截至2023年底,香港有超过2700个单一家族办公室,这个数据,是新加坡的近2倍。</p><p><img src=\"https://static.tigerbbs.com/2e76114851524b6a8d64a443582e1503\" alt=\"\"/>更重要的信息是,<strong>家族办公室落地香港,意味着李嘉诚家族将进一步押注香港。</strong></p><p>这不禁令人好奇,这一次李超人又嗅到了什么信号?</p><p><strong>回归</strong></p><p>这不是李嘉诚的第一次大动作。</p><p>时间回到2023年6月,有网友称,李嘉诚与好友同游西湖,并喝了价值不菲的龙井。尽管这个消息并没有得到长和方面的证实,但这无疑释放了一个积极信号。</p><p>拉长时间看,其实信号早已出现。</p><p>2022年10月,<a href=\"https://laohu8.com/S/01113\">长实集团</a>以46.01亿港元获得一宗位于中国香港新界的住宅用地。</p><p>同年12月,长实集团以投标金额11.61亿港元中标中国香港市建局皇后大道西/贤<a href=\"https://laohu8.com/S/CRIS\">居里</a>项目。</p><p><img src=\"https://static.tigerbbs.com/99e1802d17384d8588b62284451aee63\" alt=\"\"/>彼时,根据媒体测算,<strong>仅2022年四季度,李嘉诚的长实集团就在香港囤地投入149亿港元(约133亿元)。</strong></p><p>再往前看,2022年5月份,在广州白云区的白云空港大道地块的竞拍中,李嘉诚旗下的和记黄埔也参与了竞标。</p><p>还有2020年1月,李嘉诚旗下的<a href=\"https://laohu8.com/S/01038\">长江基建集团</a>有限公司发布公告称,将和国家电力投资集团有限公司旗下的<a href=\"https://laohu8.com/S/000875\">吉电股份</a>组建合营公司,一起探讨电力能源合作计划,李嘉诚给出的诚意是10个亿。</p><p><img src=\"https://static.tigerbbs.com/a5cf616dee264758b043a804651990c1\" alt=\"\"/>此外,根据时代财经的报道,李嘉诚父子曾“爆买”长实,2020年内至少进行了80次增持,耗资超50亿港元,这是用真金白银在加码。</p><p>不难发现,纵观李嘉诚这几年的动作,有一条颇为清晰的线索:</p><p><strong>回归。</strong></p><p><strong>等待</strong></p><p>风向悄然生变。</p><p>时间回到2015年,新华社旗下智库机构“瞭望智库”发了一篇文章,标题非常轰动:</p><p><strong>《别让李嘉诚跑了》。</strong></p><p>舆论汹涌,李嘉诚在内地的形象骤然扭转。这种变化背后,是李嘉诚资产布局的迁移。<a href=\"https://laohu8.com/S/CHN\">中国基金</a>报曾做过不完全统计,李嘉诚卖掉的内地和香港的资产,至少已经超过2500亿元。还有消息传出,<strong>早在2018年底,李嘉诚旗下长和集团在亚洲的资产占比就已下降至10%。</strong></p><p>大甩卖背后,彼时的李嘉诚正兴致勃勃地押注欧洲。</p><p>根据当时的统计,李嘉诚在英国投资已超过4000亿港元。英国约1/4的电力分销市场、近三成的天然气供应市场、近7%的供水市场、超40%的电信市场、近三分之一的英国码头、超50万平米的土地资源——都姓李。</p><p><img src=\"https://static.tigerbbs.com/0aaed4d96f534cf4971cd9a827b93f29\" alt=\"\"/>财报也显示,<strong>2018年底,李嘉诚旗下公司在欧洲的资产总和已高达6736.9亿港元,占总资产比重达到54.67%。</strong></p><p>那时候,人们一度以为李嘉诚要买遍整个欧洲。</p><p>这种“清仓式”的资产腾挪,一度让李嘉诚陷入“跑路”的争议。但从商业视角看,李嘉诚的行为很纯粹:<strong>哪里有更高的利润,就去哪里。</strong></p><p>但计划永远赶不上变化,这点就算是精明的李超人也不能避免。</p><p>2020年,疫情肆虐全球,李嘉诚重仓的英国,经济几乎停滞。2019年,李嘉诚花430亿港元收购了英国最大的连锁酒吧,还没回本,大半酒吧就面临全年无法正常营业的困境。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2a685ae27ed9bfb393742782f6453f4\" tg-width=\"560\" tg-height=\"240\"/></p><p>2020年,李嘉诚公司净利润暴跌超过50%,由于股价的下跌,李嘉诚个人财富损失达1000亿,甚至跌下了蝉联21年的香港首富宝座。</p><p>正因此,李嘉诚及时调整,再次把目光投向中国。<strong>除了频频买入资产,李嘉诚也在回笼资金,伺机抄底。</strong></p><p>去年8月,长江实业旗下新楼盘“亲海駅II”公布了首张价单,折后售价约为14.87万港元/平方米。这个价格,足足比周边的二手房便宜了30%。</p><p><img src=\"https://static.tigerbbs.com/17e85c00d64640f281b1be98772f5389\" alt=\"\"/>这把炸裂的操作,直接让香港人癫狂。楼盘正式发售的第一天,626套房子全部被抢光,1万多人来到了楼盘销售中心参与摇号。</p><p>炸裂还在继续。最新的消息是,李嘉诚5折抛售东莞在售物业,尽管并非大面积降价抛售,但也足够引起轰动。</p><p>面对这一系列操作,我们可能还是得感慨一句:</p><p><strong>姜还是老的辣!</strong></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>李嘉诚回来了!背后有什么信号?</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{ 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n李嘉诚回来了!背后有什么信号?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/10\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/7ed3098ca9794eae9907fbd1b71a744b);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">深蓝财经 </p>\n<p class=\"h-time\">2024-07-13 10:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>首富的嗅觉,依旧灵敏。</p></blockquote><p><strong>“信号</strong></p><p>顶级大佬又传来新的动向。</p><p>几天前,李嘉诚长子、<a href=\"https://laohu8.com/S/00001\">长和</a>系主席李泽钜首次公开家族办公室进程:</p><p><em>“李氏家族一直于香港进行不同投资,会就于香港成立家族办公室一事制度化,管理人包括共事多年的友好同事以及家族成员。”</em></p><p>一石激起千层浪。<strong>资料显示,这也将是首个在港成立家办的香港富豪家族。</strong></p><p>对超级富豪而言,家族办公室几乎是一种标配。这个概念最早起源于古罗马时期的大“Domus”(家族主管)以及中世纪时期的大“Domo”(总管家)。</p><p>可以理解为,富豪给自己家族找了一个“超级管家”,帮助家族进行资产配置、法律服务、慈善事业、家族治理、家族教育等。</p><p>李氏家族确实需要这么一个“管家”。今年96岁的李嘉诚,曾连续21年蝉联香港首富。2024年2月,李嘉诚以362亿美元位列2024福布斯中国香港富豪榜榜首,宝刀未老。</p><p><img src=\"https://static.tigerbbs.com/254a510360374e04b11e0ed81f502deb\" alt=\"\"/><strong>再厉害的富豪,也得考虑传承问题。</strong>实际上,早在多年前,李嘉诚就设立了家族信托基金,不仅将上市公司股权装入家族信托,还提前规划了资产分配事宜。</p><p>在外界看来,随着李嘉诚长孙女的公开亮相,李嘉诚家族的接力棒已经来到第三代。如今,家族办公室的成立,也标志着李嘉诚家族的财富管理进入一个新阶段。</p><p>这也是一个大趋势。研究数据显示,截至2023年底,香港有超过2700个单一家族办公室,这个数据,是新加坡的近2倍。</p><p><img src=\"https://static.tigerbbs.com/2e76114851524b6a8d64a443582e1503\" alt=\"\"/>更重要的信息是,<strong>家族办公室落地香港,意味着李嘉诚家族将进一步押注香港。</strong></p><p>这不禁令人好奇,这一次李超人又嗅到了什么信号?</p><p><strong>回归</strong></p><p>这不是李嘉诚的第一次大动作。</p><p>时间回到2023年6月,有网友称,李嘉诚与好友同游西湖,并喝了价值不菲的龙井。尽管这个消息并没有得到长和方面的证实,但这无疑释放了一个积极信号。</p><p>拉长时间看,其实信号早已出现。</p><p>2022年10月,<a href=\"https://laohu8.com/S/01113\">长实集团</a>以46.01亿港元获得一宗位于中国香港新界的住宅用地。</p><p>同年12月,长实集团以投标金额11.61亿港元中标中国香港市建局皇后大道西/贤<a href=\"https://laohu8.com/S/CRIS\">居里</a>项目。</p><p><img src=\"https://static.tigerbbs.com/99e1802d17384d8588b62284451aee63\" alt=\"\"/>彼时,根据媒体测算,<strong>仅2022年四季度,李嘉诚的长实集团就在香港囤地投入149亿港元(约133亿元)。</strong></p><p>再往前看,2022年5月份,在广州白云区的白云空港大道地块的竞拍中,李嘉诚旗下的和记黄埔也参与了竞标。</p><p>还有2020年1月,李嘉诚旗下的<a href=\"https://laohu8.com/S/01038\">长江基建集团</a>有限公司发布公告称,将和国家电力投资集团有限公司旗下的<a href=\"https://laohu8.com/S/000875\">吉电股份</a>组建合营公司,一起探讨电力能源合作计划,李嘉诚给出的诚意是10个亿。</p><p><img src=\"https://static.tigerbbs.com/a5cf616dee264758b043a804651990c1\" alt=\"\"/>此外,根据时代财经的报道,李嘉诚父子曾“爆买”长实,2020年内至少进行了80次增持,耗资超50亿港元,这是用真金白银在加码。</p><p>不难发现,纵观李嘉诚这几年的动作,有一条颇为清晰的线索:</p><p><strong>回归。</strong></p><p><strong>等待</strong></p><p>风向悄然生变。</p><p>时间回到2015年,新华社旗下智库机构“瞭望智库”发了一篇文章,标题非常轰动:</p><p><strong>《别让李嘉诚跑了》。</strong></p><p>舆论汹涌,李嘉诚在内地的形象骤然扭转。这种变化背后,是李嘉诚资产布局的迁移。<a href=\"https://laohu8.com/S/CHN\">中国基金</a>报曾做过不完全统计,李嘉诚卖掉的内地和香港的资产,至少已经超过2500亿元。还有消息传出,<strong>早在2018年底,李嘉诚旗下长和集团在亚洲的资产占比就已下降至10%。</strong></p><p>大甩卖背后,彼时的李嘉诚正兴致勃勃地押注欧洲。</p><p>根据当时的统计,李嘉诚在英国投资已超过4000亿港元。英国约1/4的电力分销市场、近三成的天然气供应市场、近7%的供水市场、超40%的电信市场、近三分之一的英国码头、超50万平米的土地资源——都姓李。</p><p><img src=\"https://static.tigerbbs.com/0aaed4d96f534cf4971cd9a827b93f29\" alt=\"\"/>财报也显示,<strong>2018年底,李嘉诚旗下公司在欧洲的资产总和已高达6736.9亿港元,占总资产比重达到54.67%。</strong></p><p>那时候,人们一度以为李嘉诚要买遍整个欧洲。</p><p>这种“清仓式”的资产腾挪,一度让李嘉诚陷入“跑路”的争议。但从商业视角看,李嘉诚的行为很纯粹:<strong>哪里有更高的利润,就去哪里。</strong></p><p>但计划永远赶不上变化,这点就算是精明的李超人也不能避免。</p><p>2020年,疫情肆虐全球,李嘉诚重仓的英国,经济几乎停滞。2019年,李嘉诚花430亿港元收购了英国最大的连锁酒吧,还没回本,大半酒吧就面临全年无法正常营业的困境。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2a685ae27ed9bfb393742782f6453f4\" tg-width=\"560\" tg-height=\"240\"/></p><p>2020年,李嘉诚公司净利润暴跌超过50%,由于股价的下跌,李嘉诚个人财富损失达1000亿,甚至跌下了蝉联21年的香港首富宝座。</p><p>正因此,李嘉诚及时调整,再次把目光投向中国。<strong>除了频频买入资产,李嘉诚也在回笼资金,伺机抄底。</strong></p><p>去年8月,长江实业旗下新楼盘“亲海駅II”公布了首张价单,折后售价约为14.87万港元/平方米。这个价格,足足比周边的二手房便宜了30%。</p><p><img src=\"https://static.tigerbbs.com/17e85c00d64640f281b1be98772f5389\" alt=\"\"/>这把炸裂的操作,直接让香港人癫狂。楼盘正式发售的第一天,626套房子全部被抢光,1万多人来到了楼盘销售中心参与摇号。</p><p>炸裂还在继续。最新的消息是,李嘉诚5折抛售东莞在售物业,尽管并非大面积降价抛售,但也足够引起轰动。</p><p>面对这一系列操作,我们可能还是得感慨一句:</p><p><strong>姜还是老的辣!</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0ebe05d1befcf634dc92b60f93897ddd","relate_stocks":{"BK1601":"香港本地股","00001":"长和","BK1230":"工业集团企业","BK1521":"挪威政府全球养老基金持仓","BK1500":"做空集合股","BK1569":"长和系","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0072462343.USD":"贝莱德亚洲巨龙基金"},"source_url":"http://mp.weixin.qq.com/s?__biz=MzU1Njc1NjA2NA==&mid=2247579251&idx=3&sn=7759812bcad2e2278311448dde879aea&chksm=fa9b7a7a5cb790ae1336e4668d85d43cd10aff6749a403523d3ef6f784d9cbda9da209722353&scene=0#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2451991594","content_text":"首富的嗅觉,依旧灵敏。“信号顶级大佬又传来新的动向。几天前,李嘉诚长子、长和系主席李泽钜首次公开家族办公室进程:“李氏家族一直于香港进行不同投资,会就于香港成立家族办公室一事制度化,管理人包括共事多年的友好同事以及家族成员。”一石激起千层浪。资料显示,这也将是首个在港成立家办的香港富豪家族。对超级富豪而言,家族办公室几乎是一种标配。这个概念最早起源于古罗马时期的大“Domus”(家族主管)以及中世纪时期的大“Domo”(总管家)。可以理解为,富豪给自己家族找了一个“超级管家”,帮助家族进行资产配置、法律服务、慈善事业、家族治理、家族教育等。李氏家族确实需要这么一个“管家”。今年96岁的李嘉诚,曾连续21年蝉联香港首富。2024年2月,李嘉诚以362亿美元位列2024福布斯中国香港富豪榜榜首,宝刀未老。再厉害的富豪,也得考虑传承问题。实际上,早在多年前,李嘉诚就设立了家族信托基金,不仅将上市公司股权装入家族信托,还提前规划了资产分配事宜。在外界看来,随着李嘉诚长孙女的公开亮相,李嘉诚家族的接力棒已经来到第三代。如今,家族办公室的成立,也标志着李嘉诚家族的财富管理进入一个新阶段。这也是一个大趋势。研究数据显示,截至2023年底,香港有超过2700个单一家族办公室,这个数据,是新加坡的近2倍。更重要的信息是,家族办公室落地香港,意味着李嘉诚家族将进一步押注香港。这不禁令人好奇,这一次李超人又嗅到了什么信号?回归这不是李嘉诚的第一次大动作。时间回到2023年6月,有网友称,李嘉诚与好友同游西湖,并喝了价值不菲的龙井。尽管这个消息并没有得到长和方面的证实,但这无疑释放了一个积极信号。拉长时间看,其实信号早已出现。2022年10月,长实集团以46.01亿港元获得一宗位于中国香港新界的住宅用地。同年12月,长实集团以投标金额11.61亿港元中标中国香港市建局皇后大道西/贤居里项目。彼时,根据媒体测算,仅2022年四季度,李嘉诚的长实集团就在香港囤地投入149亿港元(约133亿元)。再往前看,2022年5月份,在广州白云区的白云空港大道地块的竞拍中,李嘉诚旗下的和记黄埔也参与了竞标。还有2020年1月,李嘉诚旗下的长江基建集团有限公司发布公告称,将和国家电力投资集团有限公司旗下的吉电股份组建合营公司,一起探讨电力能源合作计划,李嘉诚给出的诚意是10个亿。此外,根据时代财经的报道,李嘉诚父子曾“爆买”长实,2020年内至少进行了80次增持,耗资超50亿港元,这是用真金白银在加码。不难发现,纵观李嘉诚这几年的动作,有一条颇为清晰的线索:回归。等待风向悄然生变。时间回到2015年,新华社旗下智库机构“瞭望智库”发了一篇文章,标题非常轰动:《别让李嘉诚跑了》。舆论汹涌,李嘉诚在内地的形象骤然扭转。这种变化背后,是李嘉诚资产布局的迁移。中国基金报曾做过不完全统计,李嘉诚卖掉的内地和香港的资产,至少已经超过2500亿元。还有消息传出,早在2018年底,李嘉诚旗下长和集团在亚洲的资产占比就已下降至10%。大甩卖背后,彼时的李嘉诚正兴致勃勃地押注欧洲。根据当时的统计,李嘉诚在英国投资已超过4000亿港元。英国约1/4的电力分销市场、近三成的天然气供应市场、近7%的供水市场、超40%的电信市场、近三分之一的英国码头、超50万平米的土地资源——都姓李。财报也显示,2018年底,李嘉诚旗下公司在欧洲的资产总和已高达6736.9亿港元,占总资产比重达到54.67%。那时候,人们一度以为李嘉诚要买遍整个欧洲。这种“清仓式”的资产腾挪,一度让李嘉诚陷入“跑路”的争议。但从商业视角看,李嘉诚的行为很纯粹:哪里有更高的利润,就去哪里。但计划永远赶不上变化,这点就算是精明的李超人也不能避免。2020年,疫情肆虐全球,李嘉诚重仓的英国,经济几乎停滞。2019年,李嘉诚花430亿港元收购了英国最大的连锁酒吧,还没回本,大半酒吧就面临全年无法正常营业的困境。2020年,李嘉诚公司净利润暴跌超过50%,由于股价的下跌,李嘉诚个人财富损失达1000亿,甚至跌下了蝉联21年的香港首富宝座。正因此,李嘉诚及时调整,再次把目光投向中国。除了频频买入资产,李嘉诚也在回笼资金,伺机抄底。去年8月,长江实业旗下新楼盘“亲海駅II”公布了首张价单,折后售价约为14.87万港元/平方米。这个价格,足足比周边的二手房便宜了30%。这把炸裂的操作,直接让香港人癫狂。楼盘正式发售的第一天,626套房子全部被抢光,1万多人来到了楼盘销售中心参与摇号。炸裂还在继续。最新的消息是,李嘉诚5折抛售东莞在售物业,尽管并非大面积降价抛售,但也足够引起轰动。面对这一系列操作,我们可能还是得感慨一句:姜还是老的辣!","news_type":1},"isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318188121006128,"gmtCreate":1718721186599,"gmtModify":1718721187989,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$ </a> 今天什么情况涨这么多","listText":"<a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$ </a> 今天什么情况涨这么多","text":"$西方石油(OXY)$ 今天什么情况涨这么多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318188121006128","isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315380935078168,"gmtCreate":1718028263097,"gmtModify":1718028264773,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"htmlText":"跟着买","listText":"跟着买","text":"跟着买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315380935078168","repostId":"1190519898","repostType":4,"repost":{"id":"1190519898","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1717811787,"share":"https://www.laohu8.com/m/news/1190519898?lang=&edition=full","pubTime":"2024-06-08 09:56","market":"us","language":"zh","title":"巴菲特近期再次加仓西方石油,目前持有约2.506亿股","url":"https://stock-news.laohu8.com/highlight/detail?id=1190519898","media":"老虎资讯综合","summary":"伯克希尔哈撒韦目前持有约2.506亿股西方石油普通股。","content":"<html><head></head><body><p>SEC文件显示,巴菲特旗下伯克希尔哈撒韦公司在6月5日至6月7日期间购买了大约260万股西方石油普通股。伯克希尔哈撒韦目前持有约2.506亿股西方石油普通股。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5bf838832ce04ddb0560d63f757b4544\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>巴菲特近期再次加仓西方石油,目前持有约2.506亿股</title>\n<style 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09:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>SEC文件显示,巴菲特旗下伯克希尔哈撒韦公司在6月5日至6月7日期间购买了大约260万股西方石油普通股。伯克希尔哈撒韦目前持有约2.506亿股西方石油普通股。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5bf838832ce04ddb0560d63f757b4544\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bd19d25b2b66a46c22dcf3ab116d4490","relate_stocks":{"OXY":"西方石油"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190519898","content_text":"SEC文件显示,巴菲特旗下伯克希尔哈撒韦公司在6月5日至6月7日期间购买了大约260万股西方石油普通股。伯克希尔哈撒韦目前持有约2.506亿股西方石油普通股。","news_type":1},"isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312402205311160,"gmtCreate":1717304204088,"gmtModify":1717304206429,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"htmlText":"这一战让木头姐跌落神坛","listText":"这一战让木头姐跌落神坛","text":"这一战让木头姐跌落神坛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312402205311160","repostId":"2440195863","repostType":2,"isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311542779887880,"gmtCreate":1717087213920,"gmtModify":1717087215832,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"htmlText":"提前做崩盘演练?","listText":"提前做崩盘演练?","text":"提前做崩盘演练?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311542779887880","repostId":"1128237484","repostType":4,"repost":{"id":"1128237484","pubTimestamp":1717083264,"share":"https://www.laohu8.com/m/news/1128237484?lang=&edition=full","pubTime":"2024-05-30 23:34","market":"us","language":"zh","title":"罕见情况!用户称标普500和道指无实时报价,芝商所也出问题","url":"https://stock-news.laohu8.com/highlight/detail?id=1128237484","media":"华尔街见闻","summary":"大BUG?","content":"<html><head></head><body><p style=\"text-align: start;\">彭博援引若干用户报告称,(标普道琼斯指数公司的)标普500指数和道琼斯工业平均指数自美东时间10:41开始就没有实时报价。一些主要的股指期货基准的交易也不正常。</p><p>标普道琼斯指数公司称,其网站当前无法访问,正在进行维护。</p><p>另据CNBC,美国芝加哥商业交易所(CME)确认当前没能生成任何指数定价,正设法处置问题。</p><p>不过,媒体称标普500指数和道琼斯指数的期货市场似乎运行正常,个股价格也没有受到影响。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54632824b30fa6e774fe3df6b5d72962\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n罕见情况!用户称标普500和道指无实时报价,芝商所也出问题\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-30 23:34 北京时间 <a href=https://wallstreetcn.com/livenews/2722205><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>彭博援引若干用户报告称,(标普道琼斯指数公司的)标普500指数和道琼斯工业平均指数自美东时间10:41开始就没有实时报价。一些主要的股指期货基准的交易也不正常。标普道琼斯指数公司称,其网站当前无法访问,正在进行维护。另据CNBC,美国芝加哥商业交易所(CME)确认当前没能生成任何指数定价,正设法处置问题。不过,媒体称标普500指数和道琼斯指数的期货市场似乎运行正常,个股价格也没有受到影响。</p>\n\n<a href=\"https://wallstreetcn.com/livenews/2722205\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 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感觉高位了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/205084816273512","isVote":1,"tweetType":1,"viewCount":752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":200402884378776,"gmtCreate":1689951316827,"gmtModify":1689951318126,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"htmlText":"还行不行","listText":"还行不行","text":"还行不行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/200402884378776","repostId":"1127691082","repostType":2,"isVote":1,"tweetType":1,"viewCount":823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199827126722632,"gmtCreate":1689827472418,"gmtModify":1689827473825,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"htmlText":"用户侧不明白","listText":"用户侧不明白","text":"用户侧不明白","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199827126722632","repostId":"1158834110","repostType":2,"isVote":1,"tweetType":1,"viewCount":1032,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":193831416307808,"gmtCreate":1688358789503,"gmtModify":1688360414499,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"htmlText":"木头姐作风果断,赚了就跑","listText":"木头姐作风果断,赚了就跑","text":"木头姐作风果断,赚了就跑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193831416307808","repostId":"2348591755","repostType":4,"repost":{"id":"2348591755","pubTimestamp":1688345033,"share":"https://www.laohu8.com/m/news/2348591755?lang=&edition=full","pubTime":"2023-07-03 08:43","market":"us","language":"zh","title":"“木头姐”6月连续七次减持特斯拉!累计抛售逾63万股,套现逾16亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2348591755","media":"环球市场播报","summary":"凯茜·伍德的方舟投资管理公司上周五又抛售了72183股$特斯拉(TSLA)$股票,价值约1890万美元,就在$特斯拉(TSLA)$公布第二季度交付数据之前。这是伍德的公司本月第七次减持特斯拉,累计已抛售了逾63万股,套现逾16亿美元。随着特斯拉股价持续走高,伍德的基金最近一直在抛售该公司的股票。在上周的三个交易日里,该基金共卖出了108805股特斯拉股票,套现约2820万美元。特斯拉股价上周五上涨1.66%,收于261.77美元。今年上半年累计上涨了125.5%。该公司周日公布的数据显示,第二季度交付量为466140辆,同比增长83%,创下季度销售纪录。","content":"<html><head></head><body><p>凯茜·伍德的方舟投资管理公司上周五又抛售了72183股<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股票,价值约1890万美元,就在<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>公布第二季度交付数据之前。</p><p>这是伍德的公司本月第七次减持特斯拉,累计已抛售了逾63万股,套现逾16亿美元。</p><p>随着特斯拉股价持续走高,伍德的基金最近一直在抛售该公司的股票。在上周的三个交易日里,该基金共卖出了108805股特斯拉股票,套现约2820万美元。</p><p>特斯拉股价上周五上涨1.66%,收于261.77美元。今年上半年累计上涨了125.5%。</p><p>该公司周日公布的数据显示,第二季度交付量为466140辆,同比增长83%,创下季度销售纪录。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ad936abdd4d58c27be0d761e3f43886\" tg-width=\"560\" 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class=\"title\">\n“木头姐”6月连续七次减持特斯拉!累计抛售逾63万股,套现逾16亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-03 08:43 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2023-07-03/doc-imyzkfqx5309873.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>凯茜·伍德的方舟投资管理公司上周五又抛售了72183股特斯拉股票,价值约1890万美元,就在特斯拉公布第二季度交付数据之前。这是伍德的公司本月第七次减持特斯拉,累计已抛售了逾63万股,套现逾16亿美元。随着特斯拉股价持续走高,伍德的基金最近一直在抛售该公司的股票。在上周的三个交易日里,该基金共卖出了108805股特斯拉股票,套现约2820万美元。特斯拉股价上周五上涨1.66%,收于261.77美元...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2023-07-03/doc-imyzkfqx5309873.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e4064af494cb5a70b149f47eb448dc2c","relate_stocks":{"LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","TSLA":"特斯拉","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds 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INC"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2023-07-03/doc-imyzkfqx5309873.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2348591755","content_text":"凯茜·伍德的方舟投资管理公司上周五又抛售了72183股特斯拉股票,价值约1890万美元,就在特斯拉公布第二季度交付数据之前。这是伍德的公司本月第七次减持特斯拉,累计已抛售了逾63万股,套现逾16亿美元。随着特斯拉股价持续走高,伍德的基金最近一直在抛售该公司的股票。在上周的三个交易日里,该基金共卖出了108805股特斯拉股票,套现约2820万美元。特斯拉股价上周五上涨1.66%,收于261.77美元。今年上半年累计上涨了125.5%。该公司周日公布的数据显示,第二季度交付量为466140辆,同比增长83%,创下季度销售纪录。","news_type":1},"isVote":1,"tweetType":1,"viewCount":862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":193867898069192,"gmtCreate":1688311842919,"gmtModify":1688349134430,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"htmlText":"原本以为今年美股会温和上涨,没想到4月起疯狂涨,天天上班,等准备好香港卡的时候,已太晚,5万额度汇率控制下,只能无奈错失投资机会了 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不知道什么时候才会来一次大跌,得等好久好久","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193867898069192","isVote":1,"tweetType":1,"viewCount":781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":358968256033048,"gmtCreate":1728646653492,"gmtModify":1728646655912,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"htmlText":"从来不买中国资产,这次发神经的在8号进厂,美股赚的全陪进去还亏本金","listText":"从来不买中国资产,这次发神经的在8号进厂,美股赚的全陪进去还亏本金","text":"从来不买中国资产,这次发神经的在8号进厂,美股赚的全陪进去还亏本金","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/358968256033048","isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334512095260952,"gmtCreate":1722700989470,"gmtModify":1722700991673,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"htmlText":"西方石油没涨","listText":"西方石油没涨","text":"西方石油没涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/334512095260952","repostId":"1132175044","repostType":2,"repost":{"id":"1132175044","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1722686703,"share":"https://www.laohu8.com/m/news/1132175044?lang=&edition=full","pubTime":"2024-08-03 20:05","market":"us","language":"zh","title":"伯克希尔二季度净利润303.5亿美元超预期,现金储备再创新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1132175044","media":"老虎资讯综合","summary":"公司持有现金达到创纪录的2769亿美元。","content":"<html><head></head><body><p>伯克希尔哈撒韦A二季度营收936.53亿美元,上年同期为925.03亿美元,市场预期910.9亿美元。</p><p>二季度净利润303.5亿美元,上年同期为359.12亿美元,市场预期177.86亿美元。</p><p>二季度运营收益升至116亿美元。</p><p>二季度EPS为21122美元,上年同期为24775美元,市场预期15006美元。</p><p style=\"text-align: start;\"><strong>现金储备接近3000亿美元</strong></p><p style=\"text-align: start;\">截至二季度末,公司现金储备为2769亿美元,再创纪录新高,一季度末为1890亿美元。</p><p><strong>投资分布</strong></p><p>截至6月30日,股权投资的总公允价值中,72%集中于美国运通、苹果公司、美国银行、雪佛龙和可口可乐。</p><p>截至6月30日的季度内,净卖出价值755亿美元的股票。</p><p>第二季度大约使用了3.45亿美元回购公司股票。</p><p>截至2024年二季度末持有的固定收益证券投资公允价值达169.69亿美元,其中,对美债、外国债券、企业债券的投资公允价值分别为45.17亿美元,110.20亿美元,12.10亿美元。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>伯克希尔二季度净利润303.5亿美元超预期,现金储备再创新高</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; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n伯克希尔二季度净利润303.5亿美元超预期,现金储备再创新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-08-03 20:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>伯克希尔哈撒韦A二季度营收936.53亿美元,上年同期为925.03亿美元,市场预期910.9亿美元。</p><p>二季度净利润303.5亿美元,上年同期为359.12亿美元,市场预期177.86亿美元。</p><p>二季度运营收益升至116亿美元。</p><p>二季度EPS为21122美元,上年同期为24775美元,市场预期15006美元。</p><p style=\"text-align: start;\"><strong>现金储备接近3000亿美元</strong></p><p style=\"text-align: start;\">截至二季度末,公司现金储备为2769亿美元,再创纪录新高,一季度末为1890亿美元。</p><p><strong>投资分布</strong></p><p>截至6月30日,股权投资的总公允价值中,72%集中于美国运通、苹果公司、美国银行、雪佛龙和可口可乐。</p><p>截至6月30日的季度内,净卖出价值755亿美元的股票。</p><p>第二季度大约使用了3.45亿美元回购公司股票。</p><p>截至2024年二季度末持有的固定收益证券投资公允价值达169.69亿美元,其中,对美债、外国债券、企业债券的投资公允价值分别为45.17亿美元,110.20亿美元,12.10亿美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/421c86cc0a830b74f805ce68a58f2f7a","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132175044","content_text":"伯克希尔哈撒韦A二季度营收936.53亿美元,上年同期为925.03亿美元,市场预期910.9亿美元。二季度净利润303.5亿美元,上年同期为359.12亿美元,市场预期177.86亿美元。二季度运营收益升至116亿美元。二季度EPS为21122美元,上年同期为24775美元,市场预期15006美元。现金储备接近3000亿美元截至二季度末,公司现金储备为2769亿美元,再创纪录新高,一季度末为1890亿美元。投资分布截至6月30日,股权投资的总公允价值中,72%集中于美国运通、苹果公司、美国银行、雪佛龙和可口可乐。截至6月30日的季度内,净卖出价值755亿美元的股票。第二季度大约使用了3.45亿美元回购公司股票。截至2024年二季度末持有的固定收益证券投资公允价值达169.69亿美元,其中,对美债、外国债券、企业债券的投资公允价值分别为45.17亿美元,110.20亿美元,12.10亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":898,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3553522987629192","authorId":"3553522987629192","name":"王林牛肉面","avatar":"https://static.tigerbbs.com/505a98e061d773d46e713b2eaf0fe6f4","crmLevel":1,"crmLevelSwitch":1,"idStr":"3553522987629192","authorIdStr":"3553522987629192"},"content":"公开资料显示,西方石油是一家总部位于美国洛杉矶的国际石油和天然气勘探和生产公司,主要业务包括油气勘探开发、化工业务以及天然气运输等,是目前全球最大的页岩油生产商之一。 巴菲特买入西方石油公司并非一时兴起,两者发生交集要追溯到2019年初,当时西方石油正在和石油巨头雪佛龙展开对另一家石油公司阿纳达科的竞购战。 2019年4月,雪佛龙报价330亿美元,率先和阿纳达科签下了框架投资协议,这使得当时西方石油总裁Vicky Hollub大为恼火,于是乎亲自飞往奥马哈小镇,向金主巴菲特求援并得到100亿美元的并购资金支持。最终在巴菲特的资金支持下,西方石油以380亿美元的报价,成功收购阿纳达科石油。 当然老巴是不会做亏本的生意,作为交换,伯克希尔获得了100亿美元的西方石油优先股,股息率为8%;并附加了未来购买8000万股西方石油普通股的认股权证,行权价格是62.50美元。 行权截止日期设计的也比较有意思,是定在巴菲特卖出优先股后的一年内。而协议约定西方石油可以在10年后的2029年选择赎回巴菲特的100亿美元优先股。 也就是说如果西方石油管理层在2029年选择赎回这100亿的优先股,那么巴菲特就有权利在2030年以62.50美元的价格买入8000万股西方石油的普通股。 这也意味着当时巴菲特认为公司的内在价值肯定是在62.5美元以上的,2018年西方石油每股收益5.4元,对应市盈率11.6倍,市净率为2.2倍。当时,巴菲特接受采访时曾表示,认股权证的协议是对油价长期上涨的押注。 由于融资协议中有反稀释条款,根据SEC最新文件显示,目前的行权价格下降到了59.62美元,行权的股数变为8386万股。 举例而言,去年9月西方石油股价最高曾达到过76美元,如果巴菲特愿意的话可以以59.62美元的价格购买8386万股西方石油的普通股。","text":"公开资料显示,西方石油是一家总部位于美国洛杉矶的国际石油和天然气勘探和生产公司,主要业务包括油气勘探开发、化工业务以及天然气运输等,是目前全球最大的页岩油生产商之一。 巴菲特买入西方石油公司并非一时兴起,两者发生交集要追溯到2019年初,当时西方石油正在和石油巨头雪佛龙展开对另一家石油公司阿纳达科的竞购战。 2019年4月,雪佛龙报价330亿美元,率先和阿纳达科签下了框架投资协议,这使得当时西方石油总裁Vicky Hollub大为恼火,于是乎亲自飞往奥马哈小镇,向金主巴菲特求援并得到100亿美元的并购资金支持。最终在巴菲特的资金支持下,西方石油以380亿美元的报价,成功收购阿纳达科石油。 当然老巴是不会做亏本的生意,作为交换,伯克希尔获得了100亿美元的西方石油优先股,股息率为8%;并附加了未来购买8000万股西方石油普通股的认股权证,行权价格是62.50美元。 行权截止日期设计的也比较有意思,是定在巴菲特卖出优先股后的一年内。而协议约定西方石油可以在10年后的2029年选择赎回巴菲特的100亿美元优先股。 也就是说如果西方石油管理层在2029年选择赎回这100亿的优先股,那么巴菲特就有权利在2030年以62.50美元的价格买入8000万股西方石油的普通股。 这也意味着当时巴菲特认为公司的内在价值肯定是在62.5美元以上的,2018年西方石油每股收益5.4元,对应市盈率11.6倍,市净率为2.2倍。当时,巴菲特接受采访时曾表示,认股权证的协议是对油价长期上涨的押注。 由于融资协议中有反稀释条款,根据SEC最新文件显示,目前的行权价格下降到了59.62美元,行权的股数变为8386万股。 举例而言,去年9月西方石油股价最高曾达到过76美元,如果巴菲特愿意的话可以以59.62美元的价格购买8386万股西方石油的普通股。","html":"公开资料显示,西方石油是一家总部位于美国洛杉矶的国际石油和天然气勘探和生产公司,主要业务包括油气勘探开发、化工业务以及天然气运输等,是目前全球最大的页岩油生产商之一。 巴菲特买入西方石油公司并非一时兴起,两者发生交集要追溯到2019年初,当时西方石油正在和石油巨头雪佛龙展开对另一家石油公司阿纳达科的竞购战。 2019年4月,雪佛龙报价330亿美元,率先和阿纳达科签下了框架投资协议,这使得当时西方石油总裁Vicky Hollub大为恼火,于是乎亲自飞往奥马哈小镇,向金主巴菲特求援并得到100亿美元的并购资金支持。最终在巴菲特的资金支持下,西方石油以380亿美元的报价,成功收购阿纳达科石油。 当然老巴是不会做亏本的生意,作为交换,伯克希尔获得了100亿美元的西方石油优先股,股息率为8%;并附加了未来购买8000万股西方石油普通股的认股权证,行权价格是62.50美元。 行权截止日期设计的也比较有意思,是定在巴菲特卖出优先股后的一年内。而协议约定西方石油可以在10年后的2029年选择赎回巴菲特的100亿美元优先股。 也就是说如果西方石油管理层在2029年选择赎回这100亿的优先股,那么巴菲特就有权利在2030年以62.50美元的价格买入8000万股西方石油的普通股。 这也意味着当时巴菲特认为公司的内在价值肯定是在62.5美元以上的,2018年西方石油每股收益5.4元,对应市盈率11.6倍,市净率为2.2倍。当时,巴菲特接受采访时曾表示,认股权证的协议是对油价长期上涨的押注。 由于融资协议中有反稀释条款,根据SEC最新文件显示,目前的行权价格下降到了59.62美元,行权的股数变为8386万股。 举例而言,去年9月西方石油股价最高曾达到过76美元,如果巴菲特愿意的话可以以59.62美元的价格购买8386万股西方石油的普通股。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":193831416307808,"gmtCreate":1688358789503,"gmtModify":1688360414499,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"htmlText":"木头姐作风果断,赚了就跑","listText":"木头姐作风果断,赚了就跑","text":"木头姐作风果断,赚了就跑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193831416307808","repostId":"2348591755","repostType":4,"repost":{"id":"2348591755","pubTimestamp":1688345033,"share":"https://www.laohu8.com/m/news/2348591755?lang=&edition=full","pubTime":"2023-07-03 08:43","market":"us","language":"zh","title":"“木头姐”6月连续七次减持特斯拉!累计抛售逾63万股,套现逾16亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2348591755","media":"环球市场播报","summary":"凯茜·伍德的方舟投资管理公司上周五又抛售了72183股$特斯拉(TSLA)$股票,价值约1890万美元,就在$特斯拉(TSLA)$公布第二季度交付数据之前。这是伍德的公司本月第七次减持特斯拉,累计已抛售了逾63万股,套现逾16亿美元。随着特斯拉股价持续走高,伍德的基金最近一直在抛售该公司的股票。在上周的三个交易日里,该基金共卖出了108805股特斯拉股票,套现约2820万美元。特斯拉股价上周五上涨1.66%,收于261.77美元。今年上半年累计上涨了125.5%。该公司周日公布的数据显示,第二季度交付量为466140辆,同比增长83%,创下季度销售纪录。","content":"<html><head></head><body><p>凯茜·伍德的方舟投资管理公司上周五又抛售了72183股<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股票,价值约1890万美元,就在<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>公布第二季度交付数据之前。</p><p>这是伍德的公司本月第七次减持特斯拉,累计已抛售了逾63万股,套现逾16亿美元。</p><p>随着特斯拉股价持续走高,伍德的基金最近一直在抛售该公司的股票。在上周的三个交易日里,该基金共卖出了108805股特斯拉股票,套现约2820万美元。</p><p>特斯拉股价上周五上涨1.66%,收于261.77美元。今年上半年累计上涨了125.5%。</p><p>该公司周日公布的数据显示,第二季度交付量为466140辆,同比增长83%,创下季度销售纪录。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ad936abdd4d58c27be0d761e3f43886\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","source":"highlight_sina","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>“木头姐”6月连续七次减持特斯拉!累计抛售逾63万股,套现逾16亿美元</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; 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*/\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“木头姐”6月连续七次减持特斯拉!累计抛售逾63万股,套现逾16亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-03 08:43 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2023-07-03/doc-imyzkfqx5309873.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>凯茜·伍德的方舟投资管理公司上周五又抛售了72183股特斯拉股票,价值约1890万美元,就在特斯拉公布第二季度交付数据之前。这是伍德的公司本月第七次减持特斯拉,累计已抛售了逾63万股,套现逾16亿美元。随着特斯拉股价持续走高,伍德的基金最近一直在抛售该公司的股票。在上周的三个交易日里,该基金共卖出了108805股特斯拉股票,套现约2820万美元。特斯拉股价上周五上涨1.66%,收于261.77美元...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2023-07-03/doc-imyzkfqx5309873.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e4064af494cb5a70b149f47eb448dc2c","relate_stocks":{"LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","TSLA":"特斯拉","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4574":"无人驾驶","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4551":"寇图资本持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4581":"高盛持仓","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2023-07-03/doc-imyzkfqx5309873.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2348591755","content_text":"凯茜·伍德的方舟投资管理公司上周五又抛售了72183股特斯拉股票,价值约1890万美元,就在特斯拉公布第二季度交付数据之前。这是伍德的公司本月第七次减持特斯拉,累计已抛售了逾63万股,套现逾16亿美元。随着特斯拉股价持续走高,伍德的基金最近一直在抛售该公司的股票。在上周的三个交易日里,该基金共卖出了108805股特斯拉股票,套现约2820万美元。特斯拉股价上周五上涨1.66%,收于261.77美元。今年上半年累计上涨了125.5%。该公司周日公布的数据显示,第二季度交付量为466140辆,同比增长83%,创下季度销售纪录。","news_type":1},"isVote":1,"tweetType":1,"viewCount":862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":205084816273512,"gmtCreate":1691078966906,"gmtModify":1691078968201,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a><v-v data-views=\"0\"></v-v>感觉高位了","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a><v-v data-views=\"0\"></v-v>感觉高位了","text":"$纳斯达克(.IXIC)$ 感觉高位了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/205084816273512","isVote":1,"tweetType":1,"viewCount":752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372224901087336,"gmtCreate":1731884252279,"gmtModify":1731884254524,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"htmlText":"不是说不跟清仓苹果吗","listText":"不是说不跟清仓苹果吗","text":"不是说不跟清仓苹果吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372224901087336","repostId":"2484575214","repostType":4,"repost":{"id":"2484575214","pubTimestamp":1731809700,"share":"https://www.laohu8.com/m/news/2484575214?lang=&edition=full","pubTime":"2024-11-17 10:15","market":"sh","language":"zh","title":"段永平、李录,190亿美元最新持仓!","url":"https://stock-news.laohu8.com/highlight/detail?id=2484575214","media":"券商中国","summary":"随着美股机构投资者三季度13F持仓的披露结束,在华人投资圈备受关注的段永平和李录的持仓也相继揭晓。截至三季度末,两大投资人在美股的合计持仓市值达190亿美元,并且两人在三季度均有重要动作。李录减持苹果,新建仓亏损油田股北京时间11月15日,知名华人投资家李录掌管的喜马拉雅资本向美国SEC提交了三季度的持仓报告,最新美股持仓为24.7亿美元,较上季度末减少近1亿美元。李录买入134.3万股,期末持股市值为3173万美元。","content":"<html><head></head><body><p><strong>随着美股机构投资者三季度13F持仓的披露结束,在华人投资圈备受关注的段永平和李录的持仓也相继揭晓。截至三季度末,两大投资人在美股的合计持仓市值达190亿美元,并且两人在三季度均有重要动作。</strong></p><p>其中,被认为是由段永平掌管的H&H International Investment基金,大幅加仓了拼多多、西方石油,减持苹果,清仓美国银行;李录的喜马拉雅基金也同样减持了苹果,同时还新建仓了一只亏损的油田股。</p><p>值得注意的是,段永平近期还频频出手买腾讯、拼多多,每天卖1000个腾讯put。由于特朗普当选,市场担忧贸易战导致中概股有所承压,但段永平却乘机不断加仓腾讯,还直言腾讯保险公司开张。</p><blockquote><p><strong>段永平加仓拼多多、西方石油,减持苹果</strong></p></blockquote><p>近日,H&H International Investment发布了最新的美股持仓,由于该基金被认为是由段永平掌管,其动向备受市场关注。截至三季度末,H&H基金共持有8只股票,期末持股市值为165亿美元。</p><p>三季度,该基金对第一大重仓股苹果进行了一定程度的减持,减持达1120万股,持股数量从二季度末的6392万股降至5277万股,但期末持股市值仍然高达122.95亿美元,仓位权重则从80.95%降至74.33%。</p><p>值得注意的是,H&H基金三季度最大的动作是大幅加仓拼多多,增持380万股,仓位变动高达36倍,期末持股市值增至5.27亿美元,成为该基金的第五大重仓股。</p><p>H&H基金还增持了不少西方石油,持股数量从二季度末的154万股增至922万股,期末持股市值升至4.75亿美元。</p><p>此外,H&H基金在三季度还小幅减持了伯克希尔、阿里巴巴,仓位变动分别为降低3%、13.69%,清仓美国银行。</p><p>截至三季度末,H&H基金的前五大重仓股分别是苹果、伯克希尔、谷歌、阿里巴巴、拼多多,期末持股市值分别是122.95亿美元、17.41亿美元、8.47亿美元、5.78亿美元、5.27亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a68ac5ea6706aba2d5fb2cdae6b62caa\" title=\"数据来源于价值大师网址\" tg-width=\"831\" tg-height=\"406\"/><span>数据来源于价值大师网址</span></p><blockquote><p><strong>段永平再买腾讯、拼多多</strong></p></blockquote><p>值得注意的是,从段永平在社交平台上的发言中也能找到其买入拼多多的线索。</p><p>今年8月底,拼多多发布半年报时,由于营收增长不及预期遭遇了前所未有的暴跌,股价单日跌幅高达30%,创上市以来最大单日跌幅。</p><p>8月27日,段永平在社交平台上表示,“开始卖点put(卖出看跌期权建仓)。虽然对PDD的商业模式还不是完全懂,但这些年看来看去还是觉得蛮有意思的。”</p><p>9月27日,段永平称,最近确实涨得有点邪乎。本来花了很多时间去思考拼多多、腾讯,觉得是个大好的机会,想着先多卖点put,结果看上去要少赚不少了。</p><p>10月18日,段永平再表示,“这两天开始继续卖点腾讯和拼多多的put。前段时间突然涨太多了。”这意味着,四季度末,H&H 基金在拼多多的仓位或会进一步提升。</p><p>另一大互联网龙头腾讯,则是段永平近期持续加仓的股票。</p><p>10月26日,段永平表示,“反正我每天卖1000个腾讯put会继续,比直接买股票要容易下手很多。顺便说下,我的大部分苹果就是通过卖put买回来的,虽然没老巴买的多,但比重可比老巴要高哈。”</p><p>值得注意的是,特朗普当选美国总统后,中概股有所承压,但段永平却乘机不断加仓腾讯,还直言腾讯保险公司开张(通过卖put建仓或赚取权利金,所以称保险公司)。</p><p>11月13日,段永平发文表示,“特朗普上台后很多人会担心新的贸易战,所以很多外资会卖中国公司的股票,这也是能买到好点价钱的机会。卖put目前非常适合(如果你打算买这家公司的前提下),put进来甚至还能买点call。腾讯保险公司开张了哈。”</p><p>对于拼多多和腾讯,段永平认为,“拼多多还是一家初创公司,未来变数还很多。腾讯相比之下要更成熟。该说的都说过了哈。”这意味着,由于腾讯的确定性更强,段永平持有腾讯的仓位或比拼多多更多。</p><blockquote><p><strong>李录减持苹果,新建仓亏损油田股</strong></p></blockquote><p>北京时间11月15日,知名华人投资家李录掌管的喜马拉雅资本向美国SEC提交了三季度的持仓报告,最新美股持仓为24.7亿美元,较上季度末减少近1亿美元。</p><p>李录在三季度大幅减持了苹果的股票,共减持44.19万股,减持幅度达58.18%,目前仍持有31.77万股,期末持股市值降至7400万美元,这与巴菲特卖出苹果的操作不谋而合。</p><p>值得注意的是,李录在三季度还新建仓了一只叫做SOC(Sable Offshore)的股票,这家公司的总市值仅18.37亿美元,目前是亏损状态,不过该股票今年以来股价暴涨了97.45%。李录买入134.3万股,期末持股市值为3173万美元。</p><p>资料显示,Sable Offshore Corp 是一家位于休斯顿的独立上游公司,专注于负责开发加州近海联邦水域多产的圣伊内斯油田。买入仍在亏损的油田,或是李录押注该公司将迎来业绩拐点。</p><p>截至三季度末,李录的组合中共有8只股票,分别为美国银行、谷歌C、谷歌A、伯克希尔、华美、西方石油、苹果、SOC,期末持股市值分别为7.17亿美元、5.08亿美元、4.22亿美元、4.13亿美元、2.3亿美元、7558万美元、7402万美元、3173万美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84fe80336501da2e8c65111d0fca0ee9\" title=\"\" tg-width=\"830\" tg-height=\"399\"/></p><p><br/></p></body></html>","source":"cszg","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>段永平、李录,190亿美元最新持仓!</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n段永平、李录,190亿美元最新持仓!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-17 10:15 北京时间 <a href=https://mp.weixin.qq.com/s/10XKw-L_h_3CFmo-DI9O2w><strong>券商中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着美股机构投资者三季度13F持仓的披露结束,在华人投资圈备受关注的段永平和李录的持仓也相继揭晓。截至三季度末,两大投资人在美股的合计持仓市值达190亿美元,并且两人在三季度均有重要动作。其中,被认为是由段永平掌管的H&H International Investment基金,大幅加仓了拼多多、西方石油,减持苹果,清仓美国银行;李录的喜马拉雅基金也同样减持了苹果,同时还新建仓了一只亏损的油田股。...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/10XKw-L_h_3CFmo-DI9O2w\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"BK4592":"伊斯兰概念","BK1608":"元宇宙概念","PDD":"拼多多","BK4170":"电脑硬件、储存设备及电脑周边","00700":"腾讯控股"},"source_url":"https://mp.weixin.qq.com/s/10XKw-L_h_3CFmo-DI9O2w","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2484575214","content_text":"随着美股机构投资者三季度13F持仓的披露结束,在华人投资圈备受关注的段永平和李录的持仓也相继揭晓。截至三季度末,两大投资人在美股的合计持仓市值达190亿美元,并且两人在三季度均有重要动作。其中,被认为是由段永平掌管的H&H International Investment基金,大幅加仓了拼多多、西方石油,减持苹果,清仓美国银行;李录的喜马拉雅基金也同样减持了苹果,同时还新建仓了一只亏损的油田股。值得注意的是,段永平近期还频频出手买腾讯、拼多多,每天卖1000个腾讯put。由于特朗普当选,市场担忧贸易战导致中概股有所承压,但段永平却乘机不断加仓腾讯,还直言腾讯保险公司开张。段永平加仓拼多多、西方石油,减持苹果近日,H&H International Investment发布了最新的美股持仓,由于该基金被认为是由段永平掌管,其动向备受市场关注。截至三季度末,H&H基金共持有8只股票,期末持股市值为165亿美元。三季度,该基金对第一大重仓股苹果进行了一定程度的减持,减持达1120万股,持股数量从二季度末的6392万股降至5277万股,但期末持股市值仍然高达122.95亿美元,仓位权重则从80.95%降至74.33%。值得注意的是,H&H基金三季度最大的动作是大幅加仓拼多多,增持380万股,仓位变动高达36倍,期末持股市值增至5.27亿美元,成为该基金的第五大重仓股。H&H基金还增持了不少西方石油,持股数量从二季度末的154万股增至922万股,期末持股市值升至4.75亿美元。此外,H&H基金在三季度还小幅减持了伯克希尔、阿里巴巴,仓位变动分别为降低3%、13.69%,清仓美国银行。截至三季度末,H&H基金的前五大重仓股分别是苹果、伯克希尔、谷歌、阿里巴巴、拼多多,期末持股市值分别是122.95亿美元、17.41亿美元、8.47亿美元、5.78亿美元、5.27亿美元。数据来源于价值大师网址段永平再买腾讯、拼多多值得注意的是,从段永平在社交平台上的发言中也能找到其买入拼多多的线索。今年8月底,拼多多发布半年报时,由于营收增长不及预期遭遇了前所未有的暴跌,股价单日跌幅高达30%,创上市以来最大单日跌幅。8月27日,段永平在社交平台上表示,“开始卖点put(卖出看跌期权建仓)。虽然对PDD的商业模式还不是完全懂,但这些年看来看去还是觉得蛮有意思的。”9月27日,段永平称,最近确实涨得有点邪乎。本来花了很多时间去思考拼多多、腾讯,觉得是个大好的机会,想着先多卖点put,结果看上去要少赚不少了。10月18日,段永平再表示,“这两天开始继续卖点腾讯和拼多多的put。前段时间突然涨太多了。”这意味着,四季度末,H&H 基金在拼多多的仓位或会进一步提升。另一大互联网龙头腾讯,则是段永平近期持续加仓的股票。10月26日,段永平表示,“反正我每天卖1000个腾讯put会继续,比直接买股票要容易下手很多。顺便说下,我的大部分苹果就是通过卖put买回来的,虽然没老巴买的多,但比重可比老巴要高哈。”值得注意的是,特朗普当选美国总统后,中概股有所承压,但段永平却乘机不断加仓腾讯,还直言腾讯保险公司开张(通过卖put建仓或赚取权利金,所以称保险公司)。11月13日,段永平发文表示,“特朗普上台后很多人会担心新的贸易战,所以很多外资会卖中国公司的股票,这也是能买到好点价钱的机会。卖put目前非常适合(如果你打算买这家公司的前提下),put进来甚至还能买点call。腾讯保险公司开张了哈。”对于拼多多和腾讯,段永平认为,“拼多多还是一家初创公司,未来变数还很多。腾讯相比之下要更成熟。该说的都说过了哈。”这意味着,由于腾讯的确定性更强,段永平持有腾讯的仓位或比拼多多更多。李录减持苹果,新建仓亏损油田股北京时间11月15日,知名华人投资家李录掌管的喜马拉雅资本向美国SEC提交了三季度的持仓报告,最新美股持仓为24.7亿美元,较上季度末减少近1亿美元。李录在三季度大幅减持了苹果的股票,共减持44.19万股,减持幅度达58.18%,目前仍持有31.77万股,期末持股市值降至7400万美元,这与巴菲特卖出苹果的操作不谋而合。值得注意的是,李录在三季度还新建仓了一只叫做SOC(Sable Offshore)的股票,这家公司的总市值仅18.37亿美元,目前是亏损状态,不过该股票今年以来股价暴涨了97.45%。李录买入134.3万股,期末持股市值为3173万美元。资料显示,Sable Offshore Corp 是一家位于休斯顿的独立上游公司,专注于负责开发加州近海联邦水域多产的圣伊内斯油田。买入仍在亏损的油田,或是李录押注该公司将迎来业绩拐点。截至三季度末,李录的组合中共有8只股票,分别为美国银行、谷歌C、谷歌A、伯克希尔、华美、西方石油、苹果、SOC,期末持股市值分别为7.17亿美元、5.08亿美元、4.22亿美元、4.13亿美元、2.3亿美元、7558万美元、7402万美元、3173万美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":18,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358331599311152,"gmtCreate":1728520013393,"gmtModify":1728521441713,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"htmlText":"真金白银支持国家金融战","listText":"真金白银支持国家金融战","text":"真金白银支持国家金融战","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358331599311152","repostId":"1113304753","repostType":4,"repost":{"id":"1113304753","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1728519218,"share":"https://www.laohu8.com/m/news/1113304753?lang=&edition=full","pubTime":"2024-10-10 08:13","market":"us","language":"zh","title":"美股夜盘|中国资产相关ETF集体走高,二倍做多沪深300ETF涨超9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1113304753","media":"老虎资讯综合","summary":"10月10日,美股夜盘时段,中国资产相关ETF集体走高,二倍做多沪深300ETF涨超9%,德银沪深300指数ETF涨超4%,三倍做多富时中国ETF涨超3%。","content":"<html><head></head><body><p>10月10日,美股夜盘时段,中国资产相关ETF集体走高,<a href=\"https://laohu8.com/S/CHAU\">二倍做多沪深300ETF</a>涨超9%,<a href=\"https://laohu8.com/S/ASHR\">德银沪深300指数ETF</a>涨超4%,<a href=\"https://laohu8.com/S/YINN\">三倍做多富时中国ETF</a>涨超3%。</p><p>消息面:中国人民银行公告,决定创设“证券、基金、保险公司互换便利(Securities, Funds and Insurance companies Swap Facility,简称SFISF)”,支持符合条件的证券、基金、保险公司以债券、股票ETF、沪深300成分股等资产为抵押,从人民银行换入国债、央行票据等高等级流动性资产。首期操作规模5000亿元,视情可进一步扩大操作规模。即日起,接受符合条件的证券、基金、保险公司申报。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6774290d42794281e6f47f14b1e795e6\" title=\"\" tg-width=\"415\" tg-height=\"460\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股夜盘|中国资产相关ETF集体走高,二倍做多沪深300ETF涨超9%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-10-10 08:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月10日,美股夜盘时段,中国资产相关ETF集体走高,<a href=\"https://laohu8.com/S/CHAU\">二倍做多沪深300ETF</a>涨超9%,<a href=\"https://laohu8.com/S/ASHR\">德银沪深300指数ETF</a>涨超4%,<a href=\"https://laohu8.com/S/YINN\">三倍做多富时中国ETF</a>涨超3%。</p><p>消息面:中国人民银行公告,决定创设“证券、基金、保险公司互换便利(Securities, Funds and Insurance companies Swap Facility,简称SFISF)”,支持符合条件的证券、基金、保险公司以债券、股票ETF、沪深300成分股等资产为抵押,从人民银行换入国债、央行票据等高等级流动性资产。首期操作规模5000亿元,视情可进一步扩大操作规模。即日起,接受符合条件的证券、基金、保险公司申报。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6774290d42794281e6f47f14b1e795e6\" title=\"\" tg-width=\"415\" tg-height=\"460\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113304753","content_text":"10月10日,美股夜盘时段,中国资产相关ETF集体走高,二倍做多沪深300ETF涨超9%,德银沪深300指数ETF涨超4%,三倍做多富时中国ETF涨超3%。消息面:中国人民银行公告,决定创设“证券、基金、保险公司互换便利(Securities, Funds and Insurance companies Swap Facility,简称SFISF)”,支持符合条件的证券、基金、保险公司以债券、股票ETF、沪深300成分股等资产为抵押,从人民银行换入国债、央行票据等高等级流动性资产。首期操作规模5000亿元,视情可进一步扩大操作规模。即日起,接受符合条件的证券、基金、保险公司申报。","news_type":1},"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352602927989064,"gmtCreate":1727103394762,"gmtModify":1727103396241,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"htmlText":"希望如此","listText":"希望如此","text":"希望如此","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352602927989064","repostId":"2469159203","repostType":2,"repost":{"id":"2469159203","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1727100000,"share":"https://www.laohu8.com/m/news/2469159203?lang=&edition=full","pubTime":"2024-09-23 22:00","market":"us","language":"en","title":"Nvidia Stock Is in a Slump. What Tesla Can Tell Us","url":"https://stock-news.laohu8.com/highlight/detail?id=2469159203","media":"Dow Jones","summary":"Nvidia stock has dropped over the past few months. Investors should hang on—tight.Nvidia stock has seen exponential gains in recent years.Shares have fallen to $116, a 14% decline from their record cl","content":"<html><head></head><body><p style=\"text-align: start;\">Nvidia stock has dropped over the past few months. Investors should hang on—tight.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dda786b16f5399963a20d060f614c4ce\" alt=\"Nvidia stock has seen exponential gains in recent years.\" title=\"Nvidia stock has seen exponential gains in recent years.\" tg-width=\"954\" tg-height=\"631\"/><span>Nvidia stock has seen exponential gains in recent years.</span></p><p style=\"text-align: start;\">Shares have fallen to $116, a 14% decline from their record close around $135, hit in June. They were down 38% to $98 at their lowest levels during this summertime drop. Through it all, the stock—which was flat in early trading Monday, while the benchmark S&P 500 were up 0.2%—remains up just about tenfold over the past five years. </p><p>But investors should not rush for the exits: Research shows that a drop like this is normal, and even expected, for a stock like Nvidia, which has seen exponential growth in its share price.</p><p>A combination of related factors have driven shares of the artificial-intelligence leader lower. When Nvidia stock hit $135, investors took profits by selling. Emerging competition from chip makers such as Advanced Micro Devices threaten a small portion of Nvidia’s sales, making the smaller AMD maybe a more compelling buy at this point. And while AI chips are experiencing high and accelerating demand, everyone knows the growth for all chip makers will slow within the next few years. </p><p>That’s not the end of Nvidia’s storybook journey. It’s completely normal for rare stocks with explosive growth curves to experience large declines periodically. Historically, the average maximum drawdown for stocks that went up tenfold in a five-year period is 48%, according to Trivariate Research’s analysis of 84 stocks that have achieved this feat.</p><p>The worst selloff is also nothing to worry about. Of the 84 names that Trivariate identified, the largest pullback was 89% for GameStop over the course of just over three years. But that stock is an outlier; GameStop didn’t rise because of company fundamentals. In fact, its earnings have beenshrinkingand its tenfold return in early 2021 was driven bythe Reddit meme stock craze.</p><p style=\"text-align: start;\">Nvidia is nothing like GameStop. Analysts still expect the chip company to post double-digit annual earnings growth, in percent terms, over the next several years, according to FactSet. Nvidia stock now trades at a lower multiple of near-term earnings estimates, so continued earnings growth could take the shares higher from here.</p><p style=\"text-align: start;\">That outlook makes Nvidia more like Tesla, which went up by more than 10 times during the five years ended in May 2017. Electric-vehicle demand, like chip demand today, was exploding. Within that five-year stretch, Tesla stock’s worst drawdown was 50% over a year-and-a-half period that ended in February 2016. Since then, shares have rocketed another 20 times. Yes, EV competition has emerged, but overall industry growth has still benefited Tesla. </p><p style=\"text-align: start;\">Maybe Nvidia has a similar future. Just hold on for the long-term.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Is in a Slump. What Tesla Can Tell Us</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\">\nNvidia Stock Is in a Slump. What Tesla Can Tell Us\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-23 22:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Nvidia stock has dropped over the past few months. Investors should hang on—tight.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dda786b16f5399963a20d060f614c4ce\" alt=\"Nvidia stock has seen exponential gains in recent years.\" title=\"Nvidia stock has seen exponential gains in recent years.\" tg-width=\"954\" tg-height=\"631\"/><span>Nvidia stock has seen exponential gains in recent years.</span></p><p style=\"text-align: start;\">Shares have fallen to $116, a 14% decline from their record close around $135, hit in June. They were down 38% to $98 at their lowest levels during this summertime drop. Through it all, the stock—which was flat in early trading Monday, while the benchmark S&P 500 were up 0.2%—remains up just about tenfold over the past five years. </p><p>But investors should not rush for the exits: Research shows that a drop like this is normal, and even expected, for a stock like Nvidia, which has seen exponential growth in its share price.</p><p>A combination of related factors have driven shares of the artificial-intelligence leader lower. When Nvidia stock hit $135, investors took profits by selling. Emerging competition from chip makers such as Advanced Micro Devices threaten a small portion of Nvidia’s sales, making the smaller AMD maybe a more compelling buy at this point. And while AI chips are experiencing high and accelerating demand, everyone knows the growth for all chip makers will slow within the next few years. </p><p>That’s not the end of Nvidia’s storybook journey. It’s completely normal for rare stocks with explosive growth curves to experience large declines periodically. Historically, the average maximum drawdown for stocks that went up tenfold in a five-year period is 48%, according to Trivariate Research’s analysis of 84 stocks that have achieved this feat.</p><p>The worst selloff is also nothing to worry about. Of the 84 names that Trivariate identified, the largest pullback was 89% for GameStop over the course of just over three years. But that stock is an outlier; GameStop didn’t rise because of company fundamentals. In fact, its earnings have beenshrinkingand its tenfold return in early 2021 was driven bythe Reddit meme stock craze.</p><p style=\"text-align: start;\">Nvidia is nothing like GameStop. Analysts still expect the chip company to post double-digit annual earnings growth, in percent terms, over the next several years, according to FactSet. Nvidia stock now trades at a lower multiple of near-term earnings estimates, so continued earnings growth could take the shares higher from here.</p><p style=\"text-align: start;\">That outlook makes Nvidia more like Tesla, which went up by more than 10 times during the five years ended in May 2017. Electric-vehicle demand, like chip demand today, was exploding. Within that five-year stretch, Tesla stock’s worst drawdown was 50% over a year-and-a-half period that ended in February 2016. Since then, shares have rocketed another 20 times. Yes, EV competition has emerged, but overall industry growth has still benefited Tesla. </p><p style=\"text-align: start;\">Maybe Nvidia has a similar future. Just hold on for the long-term.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","NVDA":"英伟达","BK4099":"汽车制造商","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4532":"文艺复兴科技持仓","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4592":"伊斯兰概念","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4567":"ESG概念","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4534":"瑞士信贷持仓","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4527":"明星科技股","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2469159203","content_text":"Nvidia stock has dropped over the past few months. Investors should hang on—tight.Nvidia stock has seen exponential gains in recent years.Shares have fallen to $116, a 14% decline from their record close around $135, hit in June. They were down 38% to $98 at their lowest levels during this summertime drop. Through it all, the stock—which was flat in early trading Monday, while the benchmark S&P 500 were up 0.2%—remains up just about tenfold over the past five years. But investors should not rush for the exits: Research shows that a drop like this is normal, and even expected, for a stock like Nvidia, which has seen exponential growth in its share price.A combination of related factors have driven shares of the artificial-intelligence leader lower. When Nvidia stock hit $135, investors took profits by selling. Emerging competition from chip makers such as Advanced Micro Devices threaten a small portion of Nvidia’s sales, making the smaller AMD maybe a more compelling buy at this point. And while AI chips are experiencing high and accelerating demand, everyone knows the growth for all chip makers will slow within the next few years. That’s not the end of Nvidia’s storybook journey. It’s completely normal for rare stocks with explosive growth curves to experience large declines periodically. Historically, the average maximum drawdown for stocks that went up tenfold in a five-year period is 48%, according to Trivariate Research’s analysis of 84 stocks that have achieved this feat.The worst selloff is also nothing to worry about. Of the 84 names that Trivariate identified, the largest pullback was 89% for GameStop over the course of just over three years. But that stock is an outlier; GameStop didn’t rise because of company fundamentals. In fact, its earnings have beenshrinkingand its tenfold return in early 2021 was driven bythe Reddit meme stock craze.Nvidia is nothing like GameStop. Analysts still expect the chip company to post double-digit annual earnings growth, in percent terms, over the next several years, according to FactSet. Nvidia stock now trades at a lower multiple of near-term earnings estimates, so continued earnings growth could take the shares higher from here.That outlook makes Nvidia more like Tesla, which went up by more than 10 times during the five years ended in May 2017. Electric-vehicle demand, like chip demand today, was exploding. Within that five-year stretch, Tesla stock’s worst drawdown was 50% over a year-and-a-half period that ended in February 2016. Since then, shares have rocketed another 20 times. Yes, EV competition has emerged, but overall industry growth has still benefited Tesla. Maybe Nvidia has a similar future. Just hold on for the long-term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346045448413288,"gmtCreate":1725510672125,"gmtModify":1725510674232,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"htmlText":"这次大跌很伤","listText":"这次大跌很伤","text":"这次大跌很伤","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346045448413288","repostId":"1143244790","repostType":2,"repost":{"id":"1143244790","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1725502217,"share":"https://www.laohu8.com/m/news/1143244790?lang=&edition=full","pubTime":"2024-09-05 10:10","market":"hk","language":"zh","title":"内幕交易疑云:佩洛西在周二美股崩盘前出售英伟达股票了吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=1143244790","media":"老虎资讯综合","summary":"正因为如此,一则声称佩洛西在9月3日美股崩盘前出售了她全部 $英伟达$ 股份的帖子迅速走红。为什么佩洛西可能确实出售了英伟达股票尽管截至9月4日的所有信息显示佩洛西仍然持有她的英伟达股票,但报告系统中的一些明显缺陷可能会导致未来几周情况发生变化。","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/527233d1267035c63d6865253d32d3f2\" title=\"\" tg-width=\"1024\" tg-height=\"682\"/></p><p>虽然许多美国政客在股市都以可疑的交易而声名狼藉,但很少有人像前众议院议长·佩洛西那样深陷内幕交易丑闻。</p><p>正因为如此,一则声称佩洛西在9月3日美股崩盘前出售了她全部 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> (纳斯达克代码:NVDA)股份的帖子迅速走红。佩洛西的这部分股份价值数百万美元。</p><h2 id=\"id_2808343041\">X平台上的帖子称佩洛西已预先获悉司法部向 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 发出的传票</h2><p><img src=\"https://community-static.tradeup.com/news/87d1a0a82ec6838010c841d3014050d2\" alt=\"\"/></p><p>事实上,投资者Jason A. Williams在X平台上发布了一则帖子,声称佩洛西在英伟达股价暴跌前出售了她的NVDA股票,这次暴跌首先是由美国疲弱的制造业报告引发,随后又因为美国司法部对英伟达的传票而加深。</p><p>事实上,英伟达最近的跌幅是其有史以来最大、最快的一次,其市值在几天内蒸发了 3000 多亿美元。截至周三收盘,NVDA 股价为 106.21美元,5 日图显示该股下跌17.22%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/38813d4f4cf06e9eda3a27b7357a9645\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p>尽管该帖子在社交媒体平台上迅速传播,但其中的信息显然不准确,因为美国当局并未发现任何类似交易,Finbold的国会交易追踪器也未检测到。</p><p>最后,Williams的帖子似乎是当天早些时候另一位用户Mike Alfred发布的另一条推文的副本。Alfred在意识到错误后撤回了该帖子。</p><h2 id=\"id_2892307231\">为什么佩洛西可能确实出售了英伟达股票</h2><p>尽管截至9月4日的所有信息显示佩洛西仍然持有她的英伟达股票,但报告系统中的一些明显缺陷可能会导致未来几周情况发生变化。</p><p>就像很难确定这位众议员的 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a>持仓规模有多大一样——大多数股票购买行为被描述为价值在100万美元到500万美元之间——政客们在必须报告其交易之前有 45 天的宽限期。</p><h2 id=\"id_1973947598\">公众为何如此热衷于相信国会议员从事内幕交易</h2><p>虽然这听起来有些令人失望,但公众之所以愿意相信政客们从事内幕交易,主要原因是他们的交易表现实在过于出色。</p><p>这一点从众议员布赖恩·希金斯 (Brian Higgins) 的投资组合在2023年达到238.9%的回报率,以及跟踪丹·穆瑟 (Dan Meuser)股票市场活动的策略在过去12个月上涨了74.57%中可以看出。</p><p>一只更具体的股票可以说明这一点——以及政治圈内外许多人的担忧———即 <a href=\"https://laohu8.com/S/LMT\">洛克希德马丁</a> (纽约证券交易所代码:LMT),这家武器公司的股票在其最新的30亿美元与美国军方的合同公开发布前被“疯狂”购买。</p><p><em>文章源自Finbold《Did Nancy Pelosi sell Nvidia stock before the crash?》</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>内幕交易疑云:佩洛西在周二美股崩盘前出售英伟达股票了吗?</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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n内幕交易疑云:佩洛西在周二美股崩盘前出售英伟达股票了吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-09-05 10:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/527233d1267035c63d6865253d32d3f2\" title=\"\" tg-width=\"1024\" tg-height=\"682\"/></p><p>虽然许多美国政客在股市都以可疑的交易而声名狼藉,但很少有人像前众议院议长·佩洛西那样深陷内幕交易丑闻。</p><p>正因为如此,一则声称佩洛西在9月3日美股崩盘前出售了她全部 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> (纳斯达克代码:NVDA)股份的帖子迅速走红。佩洛西的这部分股份价值数百万美元。</p><h2 id=\"id_2808343041\">X平台上的帖子称佩洛西已预先获悉司法部向 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 发出的传票</h2><p><img src=\"https://community-static.tradeup.com/news/87d1a0a82ec6838010c841d3014050d2\" alt=\"\"/></p><p>事实上,投资者Jason A. Williams在X平台上发布了一则帖子,声称佩洛西在英伟达股价暴跌前出售了她的NVDA股票,这次暴跌首先是由美国疲弱的制造业报告引发,随后又因为美国司法部对英伟达的传票而加深。</p><p>事实上,英伟达最近的跌幅是其有史以来最大、最快的一次,其市值在几天内蒸发了 3000 多亿美元。截至周三收盘,NVDA 股价为 106.21美元,5 日图显示该股下跌17.22%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/38813d4f4cf06e9eda3a27b7357a9645\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p>尽管该帖子在社交媒体平台上迅速传播,但其中的信息显然不准确,因为美国当局并未发现任何类似交易,Finbold的国会交易追踪器也未检测到。</p><p>最后,Williams的帖子似乎是当天早些时候另一位用户Mike Alfred发布的另一条推文的副本。Alfred在意识到错误后撤回了该帖子。</p><h2 id=\"id_2892307231\">为什么佩洛西可能确实出售了英伟达股票</h2><p>尽管截至9月4日的所有信息显示佩洛西仍然持有她的英伟达股票,但报告系统中的一些明显缺陷可能会导致未来几周情况发生变化。</p><p>就像很难确定这位众议员的 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a>持仓规模有多大一样——大多数股票购买行为被描述为价值在100万美元到500万美元之间——政客们在必须报告其交易之前有 45 天的宽限期。</p><h2 id=\"id_1973947598\">公众为何如此热衷于相信国会议员从事内幕交易</h2><p>虽然这听起来有些令人失望,但公众之所以愿意相信政客们从事内幕交易,主要原因是他们的交易表现实在过于出色。</p><p>这一点从众议员布赖恩·希金斯 (Brian Higgins) 的投资组合在2023年达到238.9%的回报率,以及跟踪丹·穆瑟 (Dan Meuser)股票市场活动的策略在过去12个月上涨了74.57%中可以看出。</p><p>一只更具体的股票可以说明这一点——以及政治圈内外许多人的担忧———即 <a href=\"https://laohu8.com/S/LMT\">洛克希德马丁</a> (纽约证券交易所代码:LMT),这家武器公司的股票在其最新的30亿美元与美国军方的合同公开发布前被“疯狂”购买。</p><p><em>文章源自Finbold《Did Nancy Pelosi sell Nvidia stock before the crash?》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/dd24adae74410229afced28a35ac2ffa","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143244790","content_text":"虽然许多美国政客在股市都以可疑的交易而声名狼藉,但很少有人像前众议院议长·佩洛西那样深陷内幕交易丑闻。正因为如此,一则声称佩洛西在9月3日美股崩盘前出售了她全部 英伟达 (纳斯达克代码:NVDA)股份的帖子迅速走红。佩洛西的这部分股份价值数百万美元。X平台上的帖子称佩洛西已预先获悉司法部向 英伟达 发出的传票事实上,投资者Jason A. Williams在X平台上发布了一则帖子,声称佩洛西在英伟达股价暴跌前出售了她的NVDA股票,这次暴跌首先是由美国疲弱的制造业报告引发,随后又因为美国司法部对英伟达的传票而加深。事实上,英伟达最近的跌幅是其有史以来最大、最快的一次,其市值在几天内蒸发了 3000 多亿美元。截至周三收盘,NVDA 股价为 106.21美元,5 日图显示该股下跌17.22%。尽管该帖子在社交媒体平台上迅速传播,但其中的信息显然不准确,因为美国当局并未发现任何类似交易,Finbold的国会交易追踪器也未检测到。最后,Williams的帖子似乎是当天早些时候另一位用户Mike Alfred发布的另一条推文的副本。Alfred在意识到错误后撤回了该帖子。为什么佩洛西可能确实出售了英伟达股票尽管截至9月4日的所有信息显示佩洛西仍然持有她的英伟达股票,但报告系统中的一些明显缺陷可能会导致未来几周情况发生变化。就像很难确定这位众议员的 英伟达持仓规模有多大一样——大多数股票购买行为被描述为价值在100万美元到500万美元之间——政客们在必须报告其交易之前有 45 天的宽限期。公众为何如此热衷于相信国会议员从事内幕交易虽然这听起来有些令人失望,但公众之所以愿意相信政客们从事内幕交易,主要原因是他们的交易表现实在过于出色。这一点从众议员布赖恩·希金斯 (Brian Higgins) 的投资组合在2023年达到238.9%的回报率,以及跟踪丹·穆瑟 (Dan Meuser)股票市场活动的策略在过去12个月上涨了74.57%中可以看出。一只更具体的股票可以说明这一点——以及政治圈内外许多人的担忧———即 洛克希德马丁 (纽约证券交易所代码:LMT),这家武器公司的股票在其最新的30亿美元与美国军方的合同公开发布前被“疯狂”购买。文章源自Finbold《Did Nancy Pelosi sell Nvidia stock before the crash?》","news_type":1},"isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333907584508048,"gmtCreate":1722553348945,"gmtModify":1722553350714,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$ </a><v-v data-views=\"1\"></v-v> 跌蒙圈了,应该到底了吧?","listText":"<a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$ </a><v-v data-views=\"1\"></v-v> 跌蒙圈了,应该到底了吧?","text":"$西方石油(OXY)$ 跌蒙圈了,应该到底了吧?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333907584508048","isVote":1,"tweetType":1,"viewCount":786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333307687026888,"gmtCreate":1722399592180,"gmtModify":1722399594095,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"htmlText":"石油还能不能投资","listText":"石油还能不能投资","text":"石油还能不能投资","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333307687026888","repostId":"1140793369","repostType":4,"isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332597027852560,"gmtCreate":1722207233903,"gmtModify":1722207236286,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"htmlText":"拿之前的文章来发布?","listText":"拿之前的文章来发布?","text":"拿之前的文章来发布?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/332597027852560","repostId":"1133286147","repostType":4,"repost":{"id":"1133286147","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1721716200,"share":"https://www.laohu8.com/m/news/1133286147?lang=&edition=full","pubTime":"2024-07-23 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id=\"id_2878439166\">上季度回顾</h2><p>微软此前第三财季收入增长17%,达到618.6亿美元,比分析师的预期高出近10亿美元;净利润为219亿美元,即每股2.94美元,远高于市场普遍预期的每股2.84美元,同比增长20%。</p><p>分业务来看,智能云业务收入为267亿美元,增长21%,分析师预期262.5亿美元;生产力和业务流程部门的收入为196亿美元,同比增长12%,略高于预期;个人电脑业务的收入为156亿美元,增长17%,分析师预期150.7亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf8152c892f2ed380e6b1beb180dcc7c\" title=\"\" tg-width=\"988\" tg-height=\"531\"/></p><h2 id=\"id_1858075845\">本季度看点</h2><p><strong>云服务仍是推动盈利超预期的关键</strong></p><p>微软的云服务仍然是其增长最快的板块,占其总收入的43%。对于2024年第四季度,预期该板块将同比增长19.5%,达到287亿美元。</p><p>此前,这一板块超出预期的增长是微软股价飙升的关键原因之一。在这个季度中,微软成功将其在全球云基础设施市场的市场份额提升至历史最高的25%,仅次于<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>的AWS,后者为31%。</p><p>Azure作为微软的核心云服务平台,一直在不断推出创新产品和技术,以满足企业用户对于云计算和人工智能的需求。例如,Azure Machine Learning和Azure AI平台等AI服务,为企业提供了强大的数据处理和分析能力,帮助企业更好地利用AI技术提升业务效率和创新能力。此外,Azure还与其他微软产品和服务进行了深度整合,形成了完整的云计算和人工智能生态系统,进一步提升了用户体验和满意度。</p><p>此外,微软管理团队的一系列言论似乎也锚定了对Azure AI服务应用势头持续强劲的预期。管理层此前强调,Azure AI客户的数量持续增长,平均支出持续增加,并且“从迁移到Azure的收入加速增长”。更重要的是,首席财务官艾米·胡德当时表示,“短期内AI需求略高于现有产能”。</p><p><strong>AI产品全面发力,增长势头值得关注</strong></p><p>人工智能技术在微软的业务中扮演着越来越重要的角色。微软不仅在云服务领域大力推广AI技术,还在其他业务领域积极应用AI技术以提升业务效率和创新能力。</p><p>多个产品的持续增长仍将备受关注。Azure Arc允许客户在包括本地和多云平台运行Azure服务,上季度客户数量增长两倍,达到33,000名。</p><p>新的AI功能推动了LinkedIn Premium的增长,收入同比增长29%。由于GitHub Copilot的广泛采用,GitHub的收入也同比加速增长超过45%。Microsoft Fabric是其下一代分析平台,拥有超过11,000名付费客户。Windows中的Copilot也已在近2.25亿台Windows 10和Windows 11 PC上可用,季度环比增长两倍。</p><p>此外,微软还在生产力和业务流程部门以及更多个人计算业务部门中积极应用AI技术。例如,微软推出了全新的Windows 11操作系统和Surface系列电脑产品,这些产品都搭载了先进的AI技术,能够为用户提供更加智能化和个性化的使用体验。同时,微软还推出了多款AI应用和服务,如Bing搜索、Cortana语音助手等,这些应用和服务都为用户提供了更加便捷和智能的信息获取和交流方式。</p><p><strong>其他关键业务可能稳定在两位数增长</strong></p><p>微软的个人电脑业务在2024年第三季度表现出色,受到游戏和Windows OEM表现好于预期的推动。2024年第四季度同比增长可能稳定在11.2%,预计恢复的势头将继续以低两位数的增长。</p><p>同样,生产力和业务流程业务在2024年第四季度的同比增长可能保持在10%左右,进一步受益于E5的持续动能和Microsoft 365 Copilot的早期进展带来的每用户平均收入(ARPU)增长。</p><p><strong>在云和AI基础设施投资中关注成本压力</strong></p><p>在上季度,微软表示由于云和AI基础设施投资的增加,预计资本支出将“逐季显著增加”。然而,公司提供的指导使市场感到安慰,尽管进行了大量投资,2024财年的营业利润率仍将同比上升超过2个百分点,而2025财年的营业利润率将仅同比下降约1个百分点。</p><p>市场参与者还希望确保巨大的投资成本支出能够迅速转化为盈利,而不是长期的投入。可以回想一下,Meta的股价在其上一次收益发布后暴跌了19%,因为投资者并不认同公司在AI和元宇宙方面的“长期”投资。</p><h2 id=\"id_3988915149\">分析师观点</h2><p>Truist Securities分析师Joel Fishbein表示根据我们与客户、合作伙伴和经销商的对话,以及对企业IT买家的调查工作,我们认为微软将在大多数企业类别中表现出色,尤其是云、人工智能服务和 Copilot 采用。他对微软股票的评级为买入,目标价为600美元。</p><p>古根海姆分析师John DiFucci将微软股票评级为中性,没有设定目标价。他预测“2024年下半年IT支出不会再次加速。在持续的高通胀和高利率的背景下,软件公司普遍看到客户抑制支出。个人电脑需求疲软也是一个持续的担忧。不过,隧道尽头似乎出现了一丝曙光。国际数据公司7月9日的研究显示,传统个人电脑市场在连续八个季度下滑后,迎来了第二个季度的增长。而即将到来的人工智能更新应该会为一直面临挑战的个人电脑市场带来更多需求。</p><p>美国银行证券分析师Brad Sills在一份报告中写道:我们预计第四季度营收将比预期的640亿美元上涨1%(同比增长 14%,不计Activision则同比增长11%),这得益于Azure的持续强劲增长、Office E3/E5的优质组合、Microsoft Copilot的早期发展以及PC/Windows购买环境的正常化。Brad Sills将微软股票目标价从480美元上调至510美元,并给予买入评级。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>财报前瞻|微软Q4业绩能否继续“优秀”?AI和云服务仍是关键因素</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{ 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n财报前瞻|微软Q4业绩能否继续“优秀”?AI和云服务仍是关键因素\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-07-23 14:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>微软将于7月30日盘后公布其最新季度业绩,在支出不断增加的情况下,投资者热切关注其云服务和人工智能领域的增长趋势。</p></blockquote><p><a href=\"https://laohu8.com/S/MSFT\">微软</a>将于美东时间7月30日盘后发布2024财年第四财季财报。市场预计第四财季营收644亿美元,同比增长14.5%;云服务收入将达到287亿美元,同比增长19.5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d34d0a3e1f0b24102116c7dbb6b53b9\" title=\"\" tg-width=\"928\" tg-height=\"396\"/></p><h2 id=\"id_2878439166\">上季度回顾</h2><p>微软此前第三财季收入增长17%,达到618.6亿美元,比分析师的预期高出近10亿美元;净利润为219亿美元,即每股2.94美元,远高于市场普遍预期的每股2.84美元,同比增长20%。</p><p>分业务来看,智能云业务收入为267亿美元,增长21%,分析师预期262.5亿美元;生产力和业务流程部门的收入为196亿美元,同比增长12%,略高于预期;个人电脑业务的收入为156亿美元,增长17%,分析师预期150.7亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf8152c892f2ed380e6b1beb180dcc7c\" title=\"\" tg-width=\"988\" tg-height=\"531\"/></p><h2 id=\"id_1858075845\">本季度看点</h2><p><strong>云服务仍是推动盈利超预期的关键</strong></p><p>微软的云服务仍然是其增长最快的板块,占其总收入的43%。对于2024年第四季度,预期该板块将同比增长19.5%,达到287亿美元。</p><p>此前,这一板块超出预期的增长是微软股价飙升的关键原因之一。在这个季度中,微软成功将其在全球云基础设施市场的市场份额提升至历史最高的25%,仅次于<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>的AWS,后者为31%。</p><p>Azure作为微软的核心云服务平台,一直在不断推出创新产品和技术,以满足企业用户对于云计算和人工智能的需求。例如,Azure Machine Learning和Azure AI平台等AI服务,为企业提供了强大的数据处理和分析能力,帮助企业更好地利用AI技术提升业务效率和创新能力。此外,Azure还与其他微软产品和服务进行了深度整合,形成了完整的云计算和人工智能生态系统,进一步提升了用户体验和满意度。</p><p>此外,微软管理团队的一系列言论似乎也锚定了对Azure AI服务应用势头持续强劲的预期。管理层此前强调,Azure AI客户的数量持续增长,平均支出持续增加,并且“从迁移到Azure的收入加速增长”。更重要的是,首席财务官艾米·胡德当时表示,“短期内AI需求略高于现有产能”。</p><p><strong>AI产品全面发力,增长势头值得关注</strong></p><p>人工智能技术在微软的业务中扮演着越来越重要的角色。微软不仅在云服务领域大力推广AI技术,还在其他业务领域积极应用AI技术以提升业务效率和创新能力。</p><p>多个产品的持续增长仍将备受关注。Azure Arc允许客户在包括本地和多云平台运行Azure服务,上季度客户数量增长两倍,达到33,000名。</p><p>新的AI功能推动了LinkedIn Premium的增长,收入同比增长29%。由于GitHub Copilot的广泛采用,GitHub的收入也同比加速增长超过45%。Microsoft Fabric是其下一代分析平台,拥有超过11,000名付费客户。Windows中的Copilot也已在近2.25亿台Windows 10和Windows 11 PC上可用,季度环比增长两倍。</p><p>此外,微软还在生产力和业务流程部门以及更多个人计算业务部门中积极应用AI技术。例如,微软推出了全新的Windows 11操作系统和Surface系列电脑产品,这些产品都搭载了先进的AI技术,能够为用户提供更加智能化和个性化的使用体验。同时,微软还推出了多款AI应用和服务,如Bing搜索、Cortana语音助手等,这些应用和服务都为用户提供了更加便捷和智能的信息获取和交流方式。</p><p><strong>其他关键业务可能稳定在两位数增长</strong></p><p>微软的个人电脑业务在2024年第三季度表现出色,受到游戏和Windows OEM表现好于预期的推动。2024年第四季度同比增长可能稳定在11.2%,预计恢复的势头将继续以低两位数的增长。</p><p>同样,生产力和业务流程业务在2024年第四季度的同比增长可能保持在10%左右,进一步受益于E5的持续动能和Microsoft 365 Copilot的早期进展带来的每用户平均收入(ARPU)增长。</p><p><strong>在云和AI基础设施投资中关注成本压力</strong></p><p>在上季度,微软表示由于云和AI基础设施投资的增加,预计资本支出将“逐季显著增加”。然而,公司提供的指导使市场感到安慰,尽管进行了大量投资,2024财年的营业利润率仍将同比上升超过2个百分点,而2025财年的营业利润率将仅同比下降约1个百分点。</p><p>市场参与者还希望确保巨大的投资成本支出能够迅速转化为盈利,而不是长期的投入。可以回想一下,Meta的股价在其上一次收益发布后暴跌了19%,因为投资者并不认同公司在AI和元宇宙方面的“长期”投资。</p><h2 id=\"id_3988915149\">分析师观点</h2><p>Truist Securities分析师Joel Fishbein表示根据我们与客户、合作伙伴和经销商的对话,以及对企业IT买家的调查工作,我们认为微软将在大多数企业类别中表现出色,尤其是云、人工智能服务和 Copilot 采用。他对微软股票的评级为买入,目标价为600美元。</p><p>古根海姆分析师John DiFucci将微软股票评级为中性,没有设定目标价。他预测“2024年下半年IT支出不会再次加速。在持续的高通胀和高利率的背景下,软件公司普遍看到客户抑制支出。个人电脑需求疲软也是一个持续的担忧。不过,隧道尽头似乎出现了一丝曙光。国际数据公司7月9日的研究显示,传统个人电脑市场在连续八个季度下滑后,迎来了第二个季度的增长。而即将到来的人工智能更新应该会为一直面临挑战的个人电脑市场带来更多需求。</p><p>美国银行证券分析师Brad Sills在一份报告中写道:我们预计第四季度营收将比预期的640亿美元上涨1%(同比增长 14%,不计Activision则同比增长11%),这得益于Azure的持续强劲增长、Office E3/E5的优质组合、Microsoft Copilot的早期发展以及PC/Windows购买环境的正常化。Brad Sills将微软股票目标价从480美元上调至510美元,并给予买入评级。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a9e6cb1a33dd64f159118795f199c2f3","relate_stocks":{"MSFT":"微软"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133286147","content_text":"微软将于7月30日盘后公布其最新季度业绩,在支出不断增加的情况下,投资者热切关注其云服务和人工智能领域的增长趋势。微软将于美东时间7月30日盘后发布2024财年第四财季财报。市场预计第四财季营收644亿美元,同比增长14.5%;云服务收入将达到287亿美元,同比增长19.5%。上季度回顾微软此前第三财季收入增长17%,达到618.6亿美元,比分析师的预期高出近10亿美元;净利润为219亿美元,即每股2.94美元,远高于市场普遍预期的每股2.84美元,同比增长20%。分业务来看,智能云业务收入为267亿美元,增长21%,分析师预期262.5亿美元;生产力和业务流程部门的收入为196亿美元,同比增长12%,略高于预期;个人电脑业务的收入为156亿美元,增长17%,分析师预期150.7亿美元。本季度看点云服务仍是推动盈利超预期的关键微软的云服务仍然是其增长最快的板块,占其总收入的43%。对于2024年第四季度,预期该板块将同比增长19.5%,达到287亿美元。此前,这一板块超出预期的增长是微软股价飙升的关键原因之一。在这个季度中,微软成功将其在全球云基础设施市场的市场份额提升至历史最高的25%,仅次于亚马逊的AWS,后者为31%。Azure作为微软的核心云服务平台,一直在不断推出创新产品和技术,以满足企业用户对于云计算和人工智能的需求。例如,Azure Machine Learning和Azure AI平台等AI服务,为企业提供了强大的数据处理和分析能力,帮助企业更好地利用AI技术提升业务效率和创新能力。此外,Azure还与其他微软产品和服务进行了深度整合,形成了完整的云计算和人工智能生态系统,进一步提升了用户体验和满意度。此外,微软管理团队的一系列言论似乎也锚定了对Azure AI服务应用势头持续强劲的预期。管理层此前强调,Azure AI客户的数量持续增长,平均支出持续增加,并且“从迁移到Azure的收入加速增长”。更重要的是,首席财务官艾米·胡德当时表示,“短期内AI需求略高于现有产能”。AI产品全面发力,增长势头值得关注人工智能技术在微软的业务中扮演着越来越重要的角色。微软不仅在云服务领域大力推广AI技术,还在其他业务领域积极应用AI技术以提升业务效率和创新能力。多个产品的持续增长仍将备受关注。Azure Arc允许客户在包括本地和多云平台运行Azure服务,上季度客户数量增长两倍,达到33,000名。新的AI功能推动了LinkedIn Premium的增长,收入同比增长29%。由于GitHub Copilot的广泛采用,GitHub的收入也同比加速增长超过45%。Microsoft Fabric是其下一代分析平台,拥有超过11,000名付费客户。Windows中的Copilot也已在近2.25亿台Windows 10和Windows 11 PC上可用,季度环比增长两倍。此外,微软还在生产力和业务流程部门以及更多个人计算业务部门中积极应用AI技术。例如,微软推出了全新的Windows 11操作系统和Surface系列电脑产品,这些产品都搭载了先进的AI技术,能够为用户提供更加智能化和个性化的使用体验。同时,微软还推出了多款AI应用和服务,如Bing搜索、Cortana语音助手等,这些应用和服务都为用户提供了更加便捷和智能的信息获取和交流方式。其他关键业务可能稳定在两位数增长微软的个人电脑业务在2024年第三季度表现出色,受到游戏和Windows OEM表现好于预期的推动。2024年第四季度同比增长可能稳定在11.2%,预计恢复的势头将继续以低两位数的增长。同样,生产力和业务流程业务在2024年第四季度的同比增长可能保持在10%左右,进一步受益于E5的持续动能和Microsoft 365 Copilot的早期进展带来的每用户平均收入(ARPU)增长。在云和AI基础设施投资中关注成本压力在上季度,微软表示由于云和AI基础设施投资的增加,预计资本支出将“逐季显著增加”。然而,公司提供的指导使市场感到安慰,尽管进行了大量投资,2024财年的营业利润率仍将同比上升超过2个百分点,而2025财年的营业利润率将仅同比下降约1个百分点。市场参与者还希望确保巨大的投资成本支出能够迅速转化为盈利,而不是长期的投入。可以回想一下,Meta的股价在其上一次收益发布后暴跌了19%,因为投资者并不认同公司在AI和元宇宙方面的“长期”投资。分析师观点Truist Securities分析师Joel Fishbein表示根据我们与客户、合作伙伴和经销商的对话,以及对企业IT买家的调查工作,我们认为微软将在大多数企业类别中表现出色,尤其是云、人工智能服务和 Copilot 采用。他对微软股票的评级为买入,目标价为600美元。古根海姆分析师John DiFucci将微软股票评级为中性,没有设定目标价。他预测“2024年下半年IT支出不会再次加速。在持续的高通胀和高利率的背景下,软件公司普遍看到客户抑制支出。个人电脑需求疲软也是一个持续的担忧。不过,隧道尽头似乎出现了一丝曙光。国际数据公司7月9日的研究显示,传统个人电脑市场在连续八个季度下滑后,迎来了第二个季度的增长。而即将到来的人工智能更新应该会为一直面临挑战的个人电脑市场带来更多需求。美国银行证券分析师Brad Sills在一份报告中写道:我们预计第四季度营收将比预期的640亿美元上涨1%(同比增长 14%,不计Activision则同比增长11%),这得益于Azure的持续强劲增长、Office E3/E5的优质组合、Microsoft Copilot的早期发展以及PC/Windows购买环境的正常化。Brad Sills将微软股票目标价从480美元上调至510美元,并给予买入评级。","news_type":1},"isVote":1,"tweetType":1,"viewCount":592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327330230030672,"gmtCreate":1720946303497,"gmtModify":1720946305505,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"htmlText":"原来如此","listText":"原来如此","text":"原来如此","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327330230030672","repostId":"2451991594","repostType":4,"repost":{"id":"2451991594","weMediaInfo":{"introduction":"为财经记者、投资者服务!","home_visible":1,"media_name":"深蓝财经","id":"10","head_image":"https://static.tigerbbs.com/7ed3098ca9794eae9907fbd1b71a744b"},"pubTimestamp":1720837380,"share":"https://www.laohu8.com/m/news/2451991594?lang=&edition=full","pubTime":"2024-07-13 10:23","market":"hk","language":"zh","title":"李嘉诚回来了!背后有什么信号?","url":"https://stock-news.laohu8.com/highlight/detail?id=2451991594","media":"深蓝财经","summary":"“敏感肌第一股”的神话,破灭了来源 | 观点作者 | 老六首富的嗅觉,依旧灵敏。","content":"<html><head></head><body><blockquote><p>首富的嗅觉,依旧灵敏。</p></blockquote><p><strong>“信号</strong></p><p>顶级大佬又传来新的动向。</p><p>几天前,李嘉诚长子、<a href=\"https://laohu8.com/S/00001\">长和</a>系主席李泽钜首次公开家族办公室进程:</p><p><em>“李氏家族一直于香港进行不同投资,会就于香港成立家族办公室一事制度化,管理人包括共事多年的友好同事以及家族成员。”</em></p><p>一石激起千层浪。<strong>资料显示,这也将是首个在港成立家办的香港富豪家族。</strong></p><p>对超级富豪而言,家族办公室几乎是一种标配。这个概念最早起源于古罗马时期的大“Domus”(家族主管)以及中世纪时期的大“Domo”(总管家)。</p><p>可以理解为,富豪给自己家族找了一个“超级管家”,帮助家族进行资产配置、法律服务、慈善事业、家族治理、家族教育等。</p><p>李氏家族确实需要这么一个“管家”。今年96岁的李嘉诚,曾连续21年蝉联香港首富。2024年2月,李嘉诚以362亿美元位列2024福布斯中国香港富豪榜榜首,宝刀未老。</p><p><img src=\"https://static.tigerbbs.com/254a510360374e04b11e0ed81f502deb\" alt=\"\"/><strong>再厉害的富豪,也得考虑传承问题。</strong>实际上,早在多年前,李嘉诚就设立了家族信托基金,不仅将上市公司股权装入家族信托,还提前规划了资产分配事宜。</p><p>在外界看来,随着李嘉诚长孙女的公开亮相,李嘉诚家族的接力棒已经来到第三代。如今,家族办公室的成立,也标志着李嘉诚家族的财富管理进入一个新阶段。</p><p>这也是一个大趋势。研究数据显示,截至2023年底,香港有超过2700个单一家族办公室,这个数据,是新加坡的近2倍。</p><p><img src=\"https://static.tigerbbs.com/2e76114851524b6a8d64a443582e1503\" alt=\"\"/>更重要的信息是,<strong>家族办公室落地香港,意味着李嘉诚家族将进一步押注香港。</strong></p><p>这不禁令人好奇,这一次李超人又嗅到了什么信号?</p><p><strong>回归</strong></p><p>这不是李嘉诚的第一次大动作。</p><p>时间回到2023年6月,有网友称,李嘉诚与好友同游西湖,并喝了价值不菲的龙井。尽管这个消息并没有得到长和方面的证实,但这无疑释放了一个积极信号。</p><p>拉长时间看,其实信号早已出现。</p><p>2022年10月,<a href=\"https://laohu8.com/S/01113\">长实集团</a>以46.01亿港元获得一宗位于中国香港新界的住宅用地。</p><p>同年12月,长实集团以投标金额11.61亿港元中标中国香港市建局皇后大道西/贤<a href=\"https://laohu8.com/S/CRIS\">居里</a>项目。</p><p><img src=\"https://static.tigerbbs.com/99e1802d17384d8588b62284451aee63\" alt=\"\"/>彼时,根据媒体测算,<strong>仅2022年四季度,李嘉诚的长实集团就在香港囤地投入149亿港元(约133亿元)。</strong></p><p>再往前看,2022年5月份,在广州白云区的白云空港大道地块的竞拍中,李嘉诚旗下的和记黄埔也参与了竞标。</p><p>还有2020年1月,李嘉诚旗下的<a href=\"https://laohu8.com/S/01038\">长江基建集团</a>有限公司发布公告称,将和国家电力投资集团有限公司旗下的<a href=\"https://laohu8.com/S/000875\">吉电股份</a>组建合营公司,一起探讨电力能源合作计划,李嘉诚给出的诚意是10个亿。</p><p><img src=\"https://static.tigerbbs.com/a5cf616dee264758b043a804651990c1\" alt=\"\"/>此外,根据时代财经的报道,李嘉诚父子曾“爆买”长实,2020年内至少进行了80次增持,耗资超50亿港元,这是用真金白银在加码。</p><p>不难发现,纵观李嘉诚这几年的动作,有一条颇为清晰的线索:</p><p><strong>回归。</strong></p><p><strong>等待</strong></p><p>风向悄然生变。</p><p>时间回到2015年,新华社旗下智库机构“瞭望智库”发了一篇文章,标题非常轰动:</p><p><strong>《别让李嘉诚跑了》。</strong></p><p>舆论汹涌,李嘉诚在内地的形象骤然扭转。这种变化背后,是李嘉诚资产布局的迁移。<a href=\"https://laohu8.com/S/CHN\">中国基金</a>报曾做过不完全统计,李嘉诚卖掉的内地和香港的资产,至少已经超过2500亿元。还有消息传出,<strong>早在2018年底,李嘉诚旗下长和集团在亚洲的资产占比就已下降至10%。</strong></p><p>大甩卖背后,彼时的李嘉诚正兴致勃勃地押注欧洲。</p><p>根据当时的统计,李嘉诚在英国投资已超过4000亿港元。英国约1/4的电力分销市场、近三成的天然气供应市场、近7%的供水市场、超40%的电信市场、近三分之一的英国码头、超50万平米的土地资源——都姓李。</p><p><img src=\"https://static.tigerbbs.com/0aaed4d96f534cf4971cd9a827b93f29\" alt=\"\"/>财报也显示,<strong>2018年底,李嘉诚旗下公司在欧洲的资产总和已高达6736.9亿港元,占总资产比重达到54.67%。</strong></p><p>那时候,人们一度以为李嘉诚要买遍整个欧洲。</p><p>这种“清仓式”的资产腾挪,一度让李嘉诚陷入“跑路”的争议。但从商业视角看,李嘉诚的行为很纯粹:<strong>哪里有更高的利润,就去哪里。</strong></p><p>但计划永远赶不上变化,这点就算是精明的李超人也不能避免。</p><p>2020年,疫情肆虐全球,李嘉诚重仓的英国,经济几乎停滞。2019年,李嘉诚花430亿港元收购了英国最大的连锁酒吧,还没回本,大半酒吧就面临全年无法正常营业的困境。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2a685ae27ed9bfb393742782f6453f4\" tg-width=\"560\" tg-height=\"240\"/></p><p>2020年,李嘉诚公司净利润暴跌超过50%,由于股价的下跌,李嘉诚个人财富损失达1000亿,甚至跌下了蝉联21年的香港首富宝座。</p><p>正因此,李嘉诚及时调整,再次把目光投向中国。<strong>除了频频买入资产,李嘉诚也在回笼资金,伺机抄底。</strong></p><p>去年8月,长江实业旗下新楼盘“亲海駅II”公布了首张价单,折后售价约为14.87万港元/平方米。这个价格,足足比周边的二手房便宜了30%。</p><p><img src=\"https://static.tigerbbs.com/17e85c00d64640f281b1be98772f5389\" alt=\"\"/>这把炸裂的操作,直接让香港人癫狂。楼盘正式发售的第一天,626套房子全部被抢光,1万多人来到了楼盘销售中心参与摇号。</p><p>炸裂还在继续。最新的消息是,李嘉诚5折抛售东莞在售物业,尽管并非大面积降价抛售,但也足够引起轰动。</p><p>面对这一系列操作,我们可能还是得感慨一句:</p><p><strong>姜还是老的辣!</strong></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>李嘉诚回来了!背后有什么信号?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n李嘉诚回来了!背后有什么信号?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/10\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/7ed3098ca9794eae9907fbd1b71a744b);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">深蓝财经 </p>\n<p class=\"h-time\">2024-07-13 10:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>首富的嗅觉,依旧灵敏。</p></blockquote><p><strong>“信号</strong></p><p>顶级大佬又传来新的动向。</p><p>几天前,李嘉诚长子、<a href=\"https://laohu8.com/S/00001\">长和</a>系主席李泽钜首次公开家族办公室进程:</p><p><em>“李氏家族一直于香港进行不同投资,会就于香港成立家族办公室一事制度化,管理人包括共事多年的友好同事以及家族成员。”</em></p><p>一石激起千层浪。<strong>资料显示,这也将是首个在港成立家办的香港富豪家族。</strong></p><p>对超级富豪而言,家族办公室几乎是一种标配。这个概念最早起源于古罗马时期的大“Domus”(家族主管)以及中世纪时期的大“Domo”(总管家)。</p><p>可以理解为,富豪给自己家族找了一个“超级管家”,帮助家族进行资产配置、法律服务、慈善事业、家族治理、家族教育等。</p><p>李氏家族确实需要这么一个“管家”。今年96岁的李嘉诚,曾连续21年蝉联香港首富。2024年2月,李嘉诚以362亿美元位列2024福布斯中国香港富豪榜榜首,宝刀未老。</p><p><img src=\"https://static.tigerbbs.com/254a510360374e04b11e0ed81f502deb\" alt=\"\"/><strong>再厉害的富豪,也得考虑传承问题。</strong>实际上,早在多年前,李嘉诚就设立了家族信托基金,不仅将上市公司股权装入家族信托,还提前规划了资产分配事宜。</p><p>在外界看来,随着李嘉诚长孙女的公开亮相,李嘉诚家族的接力棒已经来到第三代。如今,家族办公室的成立,也标志着李嘉诚家族的财富管理进入一个新阶段。</p><p>这也是一个大趋势。研究数据显示,截至2023年底,香港有超过2700个单一家族办公室,这个数据,是新加坡的近2倍。</p><p><img src=\"https://static.tigerbbs.com/2e76114851524b6a8d64a443582e1503\" alt=\"\"/>更重要的信息是,<strong>家族办公室落地香港,意味着李嘉诚家族将进一步押注香港。</strong></p><p>这不禁令人好奇,这一次李超人又嗅到了什么信号?</p><p><strong>回归</strong></p><p>这不是李嘉诚的第一次大动作。</p><p>时间回到2023年6月,有网友称,李嘉诚与好友同游西湖,并喝了价值不菲的龙井。尽管这个消息并没有得到长和方面的证实,但这无疑释放了一个积极信号。</p><p>拉长时间看,其实信号早已出现。</p><p>2022年10月,<a href=\"https://laohu8.com/S/01113\">长实集团</a>以46.01亿港元获得一宗位于中国香港新界的住宅用地。</p><p>同年12月,长实集团以投标金额11.61亿港元中标中国香港市建局皇后大道西/贤<a href=\"https://laohu8.com/S/CRIS\">居里</a>项目。</p><p><img src=\"https://static.tigerbbs.com/99e1802d17384d8588b62284451aee63\" alt=\"\"/>彼时,根据媒体测算,<strong>仅2022年四季度,李嘉诚的长实集团就在香港囤地投入149亿港元(约133亿元)。</strong></p><p>再往前看,2022年5月份,在广州白云区的白云空港大道地块的竞拍中,李嘉诚旗下的和记黄埔也参与了竞标。</p><p>还有2020年1月,李嘉诚旗下的<a href=\"https://laohu8.com/S/01038\">长江基建集团</a>有限公司发布公告称,将和国家电力投资集团有限公司旗下的<a href=\"https://laohu8.com/S/000875\">吉电股份</a>组建合营公司,一起探讨电力能源合作计划,李嘉诚给出的诚意是10个亿。</p><p><img src=\"https://static.tigerbbs.com/a5cf616dee264758b043a804651990c1\" alt=\"\"/>此外,根据时代财经的报道,李嘉诚父子曾“爆买”长实,2020年内至少进行了80次增持,耗资超50亿港元,这是用真金白银在加码。</p><p>不难发现,纵观李嘉诚这几年的动作,有一条颇为清晰的线索:</p><p><strong>回归。</strong></p><p><strong>等待</strong></p><p>风向悄然生变。</p><p>时间回到2015年,新华社旗下智库机构“瞭望智库”发了一篇文章,标题非常轰动:</p><p><strong>《别让李嘉诚跑了》。</strong></p><p>舆论汹涌,李嘉诚在内地的形象骤然扭转。这种变化背后,是李嘉诚资产布局的迁移。<a href=\"https://laohu8.com/S/CHN\">中国基金</a>报曾做过不完全统计,李嘉诚卖掉的内地和香港的资产,至少已经超过2500亿元。还有消息传出,<strong>早在2018年底,李嘉诚旗下长和集团在亚洲的资产占比就已下降至10%。</strong></p><p>大甩卖背后,彼时的李嘉诚正兴致勃勃地押注欧洲。</p><p>根据当时的统计,李嘉诚在英国投资已超过4000亿港元。英国约1/4的电力分销市场、近三成的天然气供应市场、近7%的供水市场、超40%的电信市场、近三分之一的英国码头、超50万平米的土地资源——都姓李。</p><p><img src=\"https://static.tigerbbs.com/0aaed4d96f534cf4971cd9a827b93f29\" alt=\"\"/>财报也显示,<strong>2018年底,李嘉诚旗下公司在欧洲的资产总和已高达6736.9亿港元,占总资产比重达到54.67%。</strong></p><p>那时候,人们一度以为李嘉诚要买遍整个欧洲。</p><p>这种“清仓式”的资产腾挪,一度让李嘉诚陷入“跑路”的争议。但从商业视角看,李嘉诚的行为很纯粹:<strong>哪里有更高的利润,就去哪里。</strong></p><p>但计划永远赶不上变化,这点就算是精明的李超人也不能避免。</p><p>2020年,疫情肆虐全球,李嘉诚重仓的英国,经济几乎停滞。2019年,李嘉诚花430亿港元收购了英国最大的连锁酒吧,还没回本,大半酒吧就面临全年无法正常营业的困境。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2a685ae27ed9bfb393742782f6453f4\" tg-width=\"560\" tg-height=\"240\"/></p><p>2020年,李嘉诚公司净利润暴跌超过50%,由于股价的下跌,李嘉诚个人财富损失达1000亿,甚至跌下了蝉联21年的香港首富宝座。</p><p>正因此,李嘉诚及时调整,再次把目光投向中国。<strong>除了频频买入资产,李嘉诚也在回笼资金,伺机抄底。</strong></p><p>去年8月,长江实业旗下新楼盘“亲海駅II”公布了首张价单,折后售价约为14.87万港元/平方米。这个价格,足足比周边的二手房便宜了30%。</p><p><img src=\"https://static.tigerbbs.com/17e85c00d64640f281b1be98772f5389\" alt=\"\"/>这把炸裂的操作,直接让香港人癫狂。楼盘正式发售的第一天,626套房子全部被抢光,1万多人来到了楼盘销售中心参与摇号。</p><p>炸裂还在继续。最新的消息是,李嘉诚5折抛售东莞在售物业,尽管并非大面积降价抛售,但也足够引起轰动。</p><p>面对这一系列操作,我们可能还是得感慨一句:</p><p><strong>姜还是老的辣!</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0ebe05d1befcf634dc92b60f93897ddd","relate_stocks":{"BK1601":"香港本地股","00001":"长和","BK1230":"工业集团企业","BK1521":"挪威政府全球养老基金持仓","BK1500":"做空集合股","BK1569":"长和系","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0072462343.USD":"贝莱德亚洲巨龙基金"},"source_url":"http://mp.weixin.qq.com/s?__biz=MzU1Njc1NjA2NA==&mid=2247579251&idx=3&sn=7759812bcad2e2278311448dde879aea&chksm=fa9b7a7a5cb790ae1336e4668d85d43cd10aff6749a403523d3ef6f784d9cbda9da209722353&scene=0#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2451991594","content_text":"首富的嗅觉,依旧灵敏。“信号顶级大佬又传来新的动向。几天前,李嘉诚长子、长和系主席李泽钜首次公开家族办公室进程:“李氏家族一直于香港进行不同投资,会就于香港成立家族办公室一事制度化,管理人包括共事多年的友好同事以及家族成员。”一石激起千层浪。资料显示,这也将是首个在港成立家办的香港富豪家族。对超级富豪而言,家族办公室几乎是一种标配。这个概念最早起源于古罗马时期的大“Domus”(家族主管)以及中世纪时期的大“Domo”(总管家)。可以理解为,富豪给自己家族找了一个“超级管家”,帮助家族进行资产配置、法律服务、慈善事业、家族治理、家族教育等。李氏家族确实需要这么一个“管家”。今年96岁的李嘉诚,曾连续21年蝉联香港首富。2024年2月,李嘉诚以362亿美元位列2024福布斯中国香港富豪榜榜首,宝刀未老。再厉害的富豪,也得考虑传承问题。实际上,早在多年前,李嘉诚就设立了家族信托基金,不仅将上市公司股权装入家族信托,还提前规划了资产分配事宜。在外界看来,随着李嘉诚长孙女的公开亮相,李嘉诚家族的接力棒已经来到第三代。如今,家族办公室的成立,也标志着李嘉诚家族的财富管理进入一个新阶段。这也是一个大趋势。研究数据显示,截至2023年底,香港有超过2700个单一家族办公室,这个数据,是新加坡的近2倍。更重要的信息是,家族办公室落地香港,意味着李嘉诚家族将进一步押注香港。这不禁令人好奇,这一次李超人又嗅到了什么信号?回归这不是李嘉诚的第一次大动作。时间回到2023年6月,有网友称,李嘉诚与好友同游西湖,并喝了价值不菲的龙井。尽管这个消息并没有得到长和方面的证实,但这无疑释放了一个积极信号。拉长时间看,其实信号早已出现。2022年10月,长实集团以46.01亿港元获得一宗位于中国香港新界的住宅用地。同年12月,长实集团以投标金额11.61亿港元中标中国香港市建局皇后大道西/贤居里项目。彼时,根据媒体测算,仅2022年四季度,李嘉诚的长实集团就在香港囤地投入149亿港元(约133亿元)。再往前看,2022年5月份,在广州白云区的白云空港大道地块的竞拍中,李嘉诚旗下的和记黄埔也参与了竞标。还有2020年1月,李嘉诚旗下的长江基建集团有限公司发布公告称,将和国家电力投资集团有限公司旗下的吉电股份组建合营公司,一起探讨电力能源合作计划,李嘉诚给出的诚意是10个亿。此外,根据时代财经的报道,李嘉诚父子曾“爆买”长实,2020年内至少进行了80次增持,耗资超50亿港元,这是用真金白银在加码。不难发现,纵观李嘉诚这几年的动作,有一条颇为清晰的线索:回归。等待风向悄然生变。时间回到2015年,新华社旗下智库机构“瞭望智库”发了一篇文章,标题非常轰动:《别让李嘉诚跑了》。舆论汹涌,李嘉诚在内地的形象骤然扭转。这种变化背后,是李嘉诚资产布局的迁移。中国基金报曾做过不完全统计,李嘉诚卖掉的内地和香港的资产,至少已经超过2500亿元。还有消息传出,早在2018年底,李嘉诚旗下长和集团在亚洲的资产占比就已下降至10%。大甩卖背后,彼时的李嘉诚正兴致勃勃地押注欧洲。根据当时的统计,李嘉诚在英国投资已超过4000亿港元。英国约1/4的电力分销市场、近三成的天然气供应市场、近7%的供水市场、超40%的电信市场、近三分之一的英国码头、超50万平米的土地资源——都姓李。财报也显示,2018年底,李嘉诚旗下公司在欧洲的资产总和已高达6736.9亿港元,占总资产比重达到54.67%。那时候,人们一度以为李嘉诚要买遍整个欧洲。这种“清仓式”的资产腾挪,一度让李嘉诚陷入“跑路”的争议。但从商业视角看,李嘉诚的行为很纯粹:哪里有更高的利润,就去哪里。但计划永远赶不上变化,这点就算是精明的李超人也不能避免。2020年,疫情肆虐全球,李嘉诚重仓的英国,经济几乎停滞。2019年,李嘉诚花430亿港元收购了英国最大的连锁酒吧,还没回本,大半酒吧就面临全年无法正常营业的困境。2020年,李嘉诚公司净利润暴跌超过50%,由于股价的下跌,李嘉诚个人财富损失达1000亿,甚至跌下了蝉联21年的香港首富宝座。正因此,李嘉诚及时调整,再次把目光投向中国。除了频频买入资产,李嘉诚也在回笼资金,伺机抄底。去年8月,长江实业旗下新楼盘“亲海駅II”公布了首张价单,折后售价约为14.87万港元/平方米。这个价格,足足比周边的二手房便宜了30%。这把炸裂的操作,直接让香港人癫狂。楼盘正式发售的第一天,626套房子全部被抢光,1万多人来到了楼盘销售中心参与摇号。炸裂还在继续。最新的消息是,李嘉诚5折抛售东莞在售物业,尽管并非大面积降价抛售,但也足够引起轰动。面对这一系列操作,我们可能还是得感慨一句:姜还是老的辣!","news_type":1},"isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318188121006128,"gmtCreate":1718721186599,"gmtModify":1718721187989,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$ </a> 今天什么情况涨这么多","listText":"<a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$ </a> 今天什么情况涨这么多","text":"$西方石油(OXY)$ 今天什么情况涨这么多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318188121006128","isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315380935078168,"gmtCreate":1718028263097,"gmtModify":1718028264773,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"htmlText":"跟着买","listText":"跟着买","text":"跟着买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315380935078168","repostId":"1190519898","repostType":4,"repost":{"id":"1190519898","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1717811787,"share":"https://www.laohu8.com/m/news/1190519898?lang=&edition=full","pubTime":"2024-06-08 09:56","market":"us","language":"zh","title":"巴菲特近期再次加仓西方石油,目前持有约2.506亿股","url":"https://stock-news.laohu8.com/highlight/detail?id=1190519898","media":"老虎资讯综合","summary":"伯克希尔哈撒韦目前持有约2.506亿股西方石油普通股。","content":"<html><head></head><body><p>SEC文件显示,巴菲特旗下伯克希尔哈撒韦公司在6月5日至6月7日期间购买了大约260万股西方石油普通股。伯克希尔哈撒韦目前持有约2.506亿股西方石油普通股。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5bf838832ce04ddb0560d63f757b4544\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>巴菲特近期再次加仓西方石油,目前持有约2.506亿股</title>\n<style 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09:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>SEC文件显示,巴菲特旗下伯克希尔哈撒韦公司在6月5日至6月7日期间购买了大约260万股西方石油普通股。伯克希尔哈撒韦目前持有约2.506亿股西方石油普通股。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5bf838832ce04ddb0560d63f757b4544\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bd19d25b2b66a46c22dcf3ab116d4490","relate_stocks":{"OXY":"西方石油"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190519898","content_text":"SEC文件显示,巴菲特旗下伯克希尔哈撒韦公司在6月5日至6月7日期间购买了大约260万股西方石油普通股。伯克希尔哈撒韦目前持有约2.506亿股西方石油普通股。","news_type":1},"isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312402205311160,"gmtCreate":1717304204088,"gmtModify":1717304206429,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"htmlText":"这一战让木头姐跌落神坛","listText":"这一战让木头姐跌落神坛","text":"这一战让木头姐跌落神坛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312402205311160","repostId":"2440195863","repostType":2,"isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311542779887880,"gmtCreate":1717087213920,"gmtModify":1717087215832,"author":{"id":"4122648192477410","authorId":"4122648192477410","name":"Doudou123","avatar":"https://static.tigerbbs.com/74b0cd9b01c9419742ff66ed5ed5b858","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122648192477410","authorIdStr":"4122648192477410"},"themes":[],"htmlText":"提前做崩盘演练?","listText":"提前做崩盘演练?","text":"提前做崩盘演练?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311542779887880","repostId":"1128237484","repostType":4,"repost":{"id":"1128237484","pubTimestamp":1717083264,"share":"https://www.laohu8.com/m/news/1128237484?lang=&edition=full","pubTime":"2024-05-30 23:34","market":"us","language":"zh","title":"罕见情况!用户称标普500和道指无实时报价,芝商所也出问题","url":"https://stock-news.laohu8.com/highlight/detail?id=1128237484","media":"华尔街见闻","summary":"大BUG?","content":"<html><head></head><body><p style=\"text-align: start;\">彭博援引若干用户报告称,(标普道琼斯指数公司的)标普500指数和道琼斯工业平均指数自美东时间10:41开始就没有实时报价。一些主要的股指期货基准的交易也不正常。</p><p>标普道琼斯指数公司称,其网站当前无法访问,正在进行维护。</p><p>另据CNBC,美国芝加哥商业交易所(CME)确认当前没能生成任何指数定价,正设法处置问题。</p><p>不过,媒体称标普500指数和道琼斯指数的期货市场似乎运行正常,个股价格也没有受到影响。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54632824b30fa6e774fe3df6b5d72962\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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href=https://wallstreetcn.com/livenews/2722205><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>彭博援引若干用户报告称,(标普道琼斯指数公司的)标普500指数和道琼斯工业平均指数自美东时间10:41开始就没有实时报价。一些主要的股指期货基准的交易也不正常。标普道琼斯指数公司称,其网站当前无法访问,正在进行维护。另据CNBC,美国芝加哥商业交易所(CME)确认当前没能生成任何指数定价,正设法处置问题。不过,媒体称标普500指数和道琼斯指数的期货市场似乎运行正常,个股价格也没有受到影响。</p>\n\n<a href=\"https://wallstreetcn.com/livenews/2722205\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 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