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进步的飞鹰
07-10
这篇文章不错,转发给大家看看
@AliceSam:2024学习笔记之125 - 为什么读财报
进步的飞鹰
07-03
明年底才降息?!
立场偏鸽!鲍威尔:通胀取得了相当大的进展,可能在明年底或后年恢复到2%
进步的飞鹰
05-28
这篇文章不错,转发给大家看看
@巴伦周刊:收益率曲线已倒挂19个月,为什么美国衰退还没来?
进步的飞鹰
05-24
//
@RENSHIHONG
: 这篇文章不错,转发给大家看看
Dividend picks by SA analysts: PFE, DVN, SBUX and LOW
进步的飞鹰
05-23
哦
CIC与GE Vernova达成战略合作 解锁绿氢“2美元时代”
进步的飞鹰
05-22
这篇文章不错,转发给大家看看
@二套房研究员:
$英伟达(NVDA)$
英伟达,全村的希望。如果排除英伟达,标普信息技术行业的盈利增长率将从 23.6% 降至 10.8%;标普500的盈利增长率将从 5.7% 降至 3.2%。
$标普500(.SPX)$
进步的飞鹰
05-21
这篇文章不错,转发给大家看看
@杰森Lu:NVDA一季度财报前瞻
进步的飞鹰
05-20
这篇文章不错,转发给大家看看
@Alter聊科技:AIPC的“名利场”里,Wintel联盟还有机会吗?
进步的飞鹰
05-01
这篇文章不错,转发给大家看看
抱歉,原内容已删除
进步的飞鹰
04-12
这篇文章不错,转发给大家看看
@港股挖掘机:谷歌将投资10亿美元,通过两条海底电缆改善美日数字化连接
进步的飞鹰
04-11
这篇文章不错,转发给大家看看
@读懂财经:291亿投资拉动5万亿财富增长,大模型的泡沫来了?
进步的飞鹰
04-02
好
一文读懂全球算力产业链
进步的飞鹰
03-26
这篇文章不错,转发给大家看看
@Alitaishan L:现在最赚钱的是芯片英伟达,以后大模型公司和应用层公司也一定会赚钱,就包括现在的微软、meta、谷歌、苹果等巨头。微软meta已经跟着这一波AI趋势大涨,而苹果几乎没涨,特斯拉走势也拉胯,谷歌市盈率也才24。所以我前几天就跟大家一直推荐苹果谷歌特斯拉。 $苹果(AAPL)$ $特斯拉(TSLA)$
进步的飞鹰
03-25
基础设施推动电力需求
11 Best Electrical Infrastructure Stocks to Buy Now
进步的飞鹰
03-17
这篇文章不错,转发给大家看看
Nano-X, InMode, Teva among notable Israel-based healthcare decliners
进步的飞鹰
03-09
这篇文章不错,转发给大家看看
@小虎访谈:【小虎访谈】波波斯基:英伟达赚一套别墅!北大博士的1000%收益率之路如何炼成?
进步的飞鹰
03-09
选择
日本化,说到底只是损失资产,不损失收入,是介于债务通缩螺旋和再通胀的中间状态,维持这个状态需要私人部门强劲的现金流,否则就是滑入债务通缩 螺旋,资产和收入双重损失,类似美国1929-1933年. “只是损失资产,不损失收入”的日本模式,是当代人的债务通过政府甩给后代,他们不再能享受经济增长“损失资产,又损失收入”的美国模式,是当代人的债务自己承受,后代还能享受经济增长... 现在轮到某大国做选择了
选择
进步的飞鹰
03-04
新兴市场投资机会
查看详情:
新兴市场投资机会
降息预期下的新兴市场投资机会 此帖仅开放于中国大陆用户
新兴市场投资机会
进步的飞鹰
02-29
这篇文章不错,转发给大家看看
@美股解毒师:Snowflake大跌给云市场敲响警钟?
进步的飞鹰
02-28
这篇文章不错,转发给大家看看
@乌鸦智能说:微软又投了一家大模型公司!“法国版OpenAI”刚刚发布新模型,对标GPT-4
去老虎APP查看更多动态
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- 为什么读财报","htmlText":"[美金][爱心] 💪[爱心]坚持学习,坚持打卡!💪[美金][爱心] 最好的贵人,就是努力的自己[爱心] 💪[爱心] [美金] [你懂的] 认准了一条路,就不要打听他有多远,积硅步🏃🏃至千里💃💃! [握手] 努力成为我们自己喜欢的那种人,奔赴我们想要的生活[财迷] [握手][财迷] 有朋友问我,为什么要一直读财报啊,读了也没有见到我赚大钱啊,很多年的好朋友,问得也很真诚,不像是故意找茬的样子[笑哭]。不得不说,这句话 直插 心窝子 了 [喷血] 请我喝了三天的咖啡,才肯原谅她 [愤怒] 当时生气归生气,心里也是在反问自己的,这么辛辛苦苦的坚持阅读,坚持学习,口口声声要提升认知,提升自我,但是我已经坚持一年多了啊,并没有感觉到多少提升啊。[汗颜] 我自己反问内心的时候,也把这个问题抛给了我的家人,然后就收获了下面这份“鸡汤” ,好吧,乾坤未定时,你我皆黑马! 跟家里人讨论了一番后,心情好很多了,哈哈,有心事,不要藏在自己心里,跟家人朋友说说,就不会郁闷啦。其实大道理大家都懂,勤劳从来都不是大富大贵的必要条件 (不要杠,杠就是您对),但是勤劳 应该算得上 是 提高下限 的一个有效手段。不光是要身勤,眼勤,手勤,口勤,还要脑子一起勤。[邪恶] 再回到那个问题,我为什么要坚持读财报,我关注的这些公司,哪怕是同一家公司,每一个季度的财报我都要读一读,年度财报出来,我更加要细细的读一读。因为我觉得,买股票就是买公司,只有那个公司发展好,我们这些买股票的,才能能分享那个公司的胜利果实。如果我们买的股票的那家公司发展不怎么好,那么我们手上的股票价值也会下降。作为普通人,没有多少信息来源,更没有准确的内幕消息,我们怎么知道公司发展好不好呢?我认为研读财报就是了解一家公司的发展情况的","listText":"[美金][爱心] 💪[爱心]坚持学习,坚持打卡!💪[美金][爱心] 最好的贵人,就是努力的自己[爱心] 💪[爱心] [美金] [你懂的] 认准了一条路,就不要打听他有多远,积硅步🏃🏃至千里💃💃! [握手] 努力成为我们自己喜欢的那种人,奔赴我们想要的生活[财迷] [握手][财迷] 有朋友问我,为什么要一直读财报啊,读了也没有见到我赚大钱啊,很多年的好朋友,问得也很真诚,不像是故意找茬的样子[笑哭]。不得不说,这句话 直插 心窝子 了 [喷血] 请我喝了三天的咖啡,才肯原谅她 [愤怒] 当时生气归生气,心里也是在反问自己的,这么辛辛苦苦的坚持阅读,坚持学习,口口声声要提升认知,提升自我,但是我已经坚持一年多了啊,并没有感觉到多少提升啊。[汗颜] 我自己反问内心的时候,也把这个问题抛给了我的家人,然后就收获了下面这份“鸡汤” ,好吧,乾坤未定时,你我皆黑马! 跟家里人讨论了一番后,心情好很多了,哈哈,有心事,不要藏在自己心里,跟家人朋友说说,就不会郁闷啦。其实大道理大家都懂,勤劳从来都不是大富大贵的必要条件 (不要杠,杠就是您对),但是勤劳 应该算得上 是 提高下限 的一个有效手段。不光是要身勤,眼勤,手勤,口勤,还要脑子一起勤。[邪恶] 再回到那个问题,我为什么要坚持读财报,我关注的这些公司,哪怕是同一家公司,每一个季度的财报我都要读一读,年度财报出来,我更加要细细的读一读。因为我觉得,买股票就是买公司,只有那个公司发展好,我们这些买股票的,才能能分享那个公司的胜利果实。如果我们买的股票的那家公司发展不怎么好,那么我们手上的股票价值也会下降。作为普通人,没有多少信息来源,更没有准确的内幕消息,我们怎么知道公司发展好不好呢?我认为研读财报就是了解一家公司的发展情况的","text":"[美金][爱心] 💪[爱心]坚持学习,坚持打卡!💪[美金][爱心] 最好的贵人,就是努力的自己[爱心] 💪[爱心] [美金] [你懂的] 认准了一条路,就不要打听他有多远,积硅步🏃🏃至千里💃💃! [握手] 努力成为我们自己喜欢的那种人,奔赴我们想要的生活[财迷] [握手][财迷] 有朋友问我,为什么要一直读财报啊,读了也没有见到我赚大钱啊,很多年的好朋友,问得也很真诚,不像是故意找茬的样子[笑哭]。不得不说,这句话 直插 心窝子 了 [喷血] 请我喝了三天的咖啡,才肯原谅她 [愤怒] 当时生气归生气,心里也是在反问自己的,这么辛辛苦苦的坚持阅读,坚持学习,口口声声要提升认知,提升自我,但是我已经坚持一年多了啊,并没有感觉到多少提升啊。[汗颜] 我自己反问内心的时候,也把这个问题抛给了我的家人,然后就收获了下面这份“鸡汤” ,好吧,乾坤未定时,你我皆黑马! 跟家里人讨论了一番后,心情好很多了,哈哈,有心事,不要藏在自己心里,跟家人朋友说说,就不会郁闷啦。其实大道理大家都懂,勤劳从来都不是大富大贵的必要条件 (不要杠,杠就是您对),但是勤劳 应该算得上 是 提高下限 的一个有效手段。不光是要身勤,眼勤,手勤,口勤,还要脑子一起勤。[邪恶] 再回到那个问题,我为什么要坚持读财报,我关注的这些公司,哪怕是同一家公司,每一个季度的财报我都要读一读,年度财报出来,我更加要细细的读一读。因为我觉得,买股票就是买公司,只有那个公司发展好,我们这些买股票的,才能能分享那个公司的胜利果实。如果我们买的股票的那家公司发展不怎么好,那么我们手上的股票价值也会下降。作为普通人,没有多少信息来源,更没有准确的内幕消息,我们怎么知道公司发展好不好呢?我认为研读财报就是了解一家公司的发展情况的","images":[{"img":"https://static.tigerbbs.com/dcbb8cbace059e152b6b49f8b231b9fe","width":"828","height":"1259"},{"img":"https://static.tigerbbs.com/b67e2ed326f716056db73f03c6ef2ba7","width":"576","height":"783"},{"img":"https://static.tigerbbs.com/8fca62b0b23e3f5f5f693ea93821eb36","width":"776","height":"910"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325716122902616","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323299089318072,"gmtCreate":1719939454899,"gmtModify":1719939456874,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"明年底才降息?!","listText":"明年底才降息?!","text":"明年底才降息?!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323299089318072","repostId":"1170207919","repostType":4,"repost":{"id":"1170207919","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":1719927857,"share":"https://www.laohu8.com/m/news/1170207919?lang=&edition=full","pubTime":"2024-07-02 21:44","market":"us","language":"zh","title":"立场偏鸽!鲍威尔:通胀取得了相当大的进展,可能在明年底或后年恢复到2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1170207919","media":"老虎资讯综合","summary":"7月2日,美联储主席鲍威尔:我们在通胀方面取得了相当大的进展;通胀回落趋势显示出恢复的迹象。劳动力市场仍然强劲;如果劳动力市场意外疲弱,这也会导致我们做出反应。","content":"<html><head></head><body><p>7月2日,北京时间21:30,美联储主席鲍威尔、欧洲央行行长拉加德和巴西央行行长内托在欧洲央行举行的中央银行论坛上发表讲话。</p><p style=\"text-align: justify;\">鲍威尔表示:“劳动力市场仍然强劲,我们继续保持稳健增长。”</p><p style=\"text-align: justify;\">关于通胀,鲍威尔表示,通胀回落趋势显示出恢复的迹象。“<strong>我们在通胀方面取得了相当大的进展,我们重返通胀回落路径。</strong>”但他指出,“在降低政策利率之前需要更有信心,我们需要看到更多像我们最近看到的数据。数据显示我们取得了重大进展。如果劳动力市场意外疲弱,这也会导致我们做出反应。我们有能力慢慢来,做出正确决定。 ”</p><p style=\"text-align: justify;\">鲍威尔表示,服务业通常更难降低通胀,部分服务业通胀是追赶式通胀。<strong>通胀可能会在明年底或后年恢复到2%。</strong>他补充道,<strong>通胀一方面的风险是(我们)动作太快,另一个风险是我们等得太久,劳动力市场走软。</strong></p><p style=\"text-align: justify;\">关于市场质疑当前货币政策是否有限制性,鲍威尔指出:“<strong>我们的政策仍然具有限制性</strong>,并且是合适的。紧缩政策与供应情况密切相关。”</p><p style=\"text-align: justify;\">近期市场担忧美联储独立性的问题,这涉及到美联储首次降息的决定,以及特朗普潜在第二任期或对美联储进行“改革”。鲍威尔表示,“我们已被告知不要参与政治,我们也不会这么做。在美国,独立的美联储得到了非常广泛的支持。<strong>国会两党都支持独立的美联储。</strong>”</p><p><strong>鲍威尔表示,预计未来一年通胀率不超过2.5%左右;4%的失业率水平仍然很低;对2024年点阵图不予置评。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/318d81d4b261d4b5a83eed5a3ffc9dbc\" title=\"\" tg-width=\"698\" tg-height=\"742\"/></p><p>分析师表示,鲍威尔对9月是否降息依然闭口不谈。“<strong>鲍威尔回避了美联储是否会在9月份开始降息的问题。</strong>他坚持一贯的观点,即货币政策的双向风险。过早降息可能会重燃通胀压力,而如果降息太晚,美联储可能会对经济造成不必要的损害。”</p><p style=\"text-align: justify;\">分析师Steve Matthews指出,鲍威尔采取模棱两可的态度并不意外。“鲍威尔今日传达的信息似乎是,考虑到劳动力市场强劲,美联储可以‘慢慢’降息,他并不详细说明降息的时间,毕竟在7月和9月的会议之前将有大量数据出炉,<strong>因此今天的态度并不令人意外。</strong>”</p><p style=\"text-align: justify;\">据Informa Global Markets分析报道,过去的几个月里,<strong>美联储主席鲍威尔在他的观点上明显比FOMC的大多数人都更加鸽派</strong>,这在他在欧洲央行论坛上的讲话中再次得到证实。</p><p style=\"text-align: justify;\"></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n立场偏鸽!鲍威尔:通胀取得了相当大的进展,可能在明年底或后年恢复到2%\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\">2024-07-02 21:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月2日,北京时间21:30,美联储主席鲍威尔、欧洲央行行长拉加德和巴西央行行长内托在欧洲央行举行的中央银行论坛上发表讲话。</p><p style=\"text-align: justify;\">鲍威尔表示:“劳动力市场仍然强劲,我们继续保持稳健增长。”</p><p style=\"text-align: justify;\">关于通胀,鲍威尔表示,通胀回落趋势显示出恢复的迹象。“<strong>我们在通胀方面取得了相当大的进展,我们重返通胀回落路径。</strong>”但他指出,“在降低政策利率之前需要更有信心,我们需要看到更多像我们最近看到的数据。数据显示我们取得了重大进展。如果劳动力市场意外疲弱,这也会导致我们做出反应。我们有能力慢慢来,做出正确决定。 ”</p><p style=\"text-align: justify;\">鲍威尔表示,服务业通常更难降低通胀,部分服务业通胀是追赶式通胀。<strong>通胀可能会在明年底或后年恢复到2%。</strong>他补充道,<strong>通胀一方面的风险是(我们)动作太快,另一个风险是我们等得太久,劳动力市场走软。</strong></p><p style=\"text-align: justify;\">关于市场质疑当前货币政策是否有限制性,鲍威尔指出:“<strong>我们的政策仍然具有限制性</strong>,并且是合适的。紧缩政策与供应情况密切相关。”</p><p style=\"text-align: justify;\">近期市场担忧美联储独立性的问题,这涉及到美联储首次降息的决定,以及特朗普潜在第二任期或对美联储进行“改革”。鲍威尔表示,“我们已被告知不要参与政治,我们也不会这么做。在美国,独立的美联储得到了非常广泛的支持。<strong>国会两党都支持独立的美联储。</strong>”</p><p><strong>鲍威尔表示,预计未来一年通胀率不超过2.5%左右;4%的失业率水平仍然很低;对2024年点阵图不予置评。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/318d81d4b261d4b5a83eed5a3ffc9dbc\" title=\"\" tg-width=\"698\" tg-height=\"742\"/></p><p>分析师表示,鲍威尔对9月是否降息依然闭口不谈。“<strong>鲍威尔回避了美联储是否会在9月份开始降息的问题。</strong>他坚持一贯的观点,即货币政策的双向风险。过早降息可能会重燃通胀压力,而如果降息太晚,美联储可能会对经济造成不必要的损害。”</p><p style=\"text-align: justify;\">分析师Steve Matthews指出,鲍威尔采取模棱两可的态度并不意外。“鲍威尔今日传达的信息似乎是,考虑到劳动力市场强劲,美联储可以‘慢慢’降息,他并不详细说明降息的时间,毕竟在7月和9月的会议之前将有大量数据出炉,<strong>因此今天的态度并不令人意外。</strong>”</p><p style=\"text-align: justify;\">据Informa Global Markets分析报道,过去的几个月里,<strong>美联储主席鲍威尔在他的观点上明显比FOMC的大多数人都更加鸽派</strong>,这在他在欧洲央行论坛上的讲话中再次得到证实。</p><p style=\"text-align: justify;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/909f0c076f3fff78497a5c9be00e5429","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170207919","content_text":"7月2日,北京时间21:30,美联储主席鲍威尔、欧洲央行行长拉加德和巴西央行行长内托在欧洲央行举行的中央银行论坛上发表讲话。鲍威尔表示:“劳动力市场仍然强劲,我们继续保持稳健增长。”关于通胀,鲍威尔表示,通胀回落趋势显示出恢复的迹象。“我们在通胀方面取得了相当大的进展,我们重返通胀回落路径。”但他指出,“在降低政策利率之前需要更有信心,我们需要看到更多像我们最近看到的数据。数据显示我们取得了重大进展。如果劳动力市场意外疲弱,这也会导致我们做出反应。我们有能力慢慢来,做出正确决定。 ”鲍威尔表示,服务业通常更难降低通胀,部分服务业通胀是追赶式通胀。通胀可能会在明年底或后年恢复到2%。他补充道,通胀一方面的风险是(我们)动作太快,另一个风险是我们等得太久,劳动力市场走软。关于市场质疑当前货币政策是否有限制性,鲍威尔指出:“我们的政策仍然具有限制性,并且是合适的。紧缩政策与供应情况密切相关。”近期市场担忧美联储独立性的问题,这涉及到美联储首次降息的决定,以及特朗普潜在第二任期或对美联储进行“改革”。鲍威尔表示,“我们已被告知不要参与政治,我们也不会这么做。在美国,独立的美联储得到了非常广泛的支持。国会两党都支持独立的美联储。”鲍威尔表示,预计未来一年通胀率不超过2.5%左右;4%的失业率水平仍然很低;对2024年点阵图不予置评。分析师表示,鲍威尔对9月是否降息依然闭口不谈。“鲍威尔回避了美联储是否会在9月份开始降息的问题。他坚持一贯的观点,即货币政策的双向风险。过早降息可能会重燃通胀压力,而如果降息太晚,美联储可能会对经济造成不必要的损害。”分析师Steve Matthews指出,鲍威尔采取模棱两可的态度并不意外。“鲍威尔今日传达的信息似乎是,考虑到劳动力市场强劲,美联储可以‘慢慢’降息,他并不详细说明降息的时间,毕竟在7月和9月的会议之前将有大量数据出炉,因此今天的态度并不令人意外。”据Informa Global Markets分析报道,过去的几个月里,美联储主席鲍威尔在他的观点上明显比FOMC的大多数人都更加鸽派,这在他在欧洲央行论坛上的讲话中再次得到证实。","news_type":1},"isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310736695718096,"gmtCreate":1716890787310,"gmtModify":1716890788913,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310736695718096","repostId":"310491056332968","repostType":1,"repost":{"id":310491056332968,"gmtCreate":1716814800000,"gmtModify":1716823056874,"author":{"id":"3524030243818067","authorId":"3524030243818067","name":"巴伦周刊","avatar":"https://static.tigerbbs.com/2a88e8bd37e8c66a6dfdca78e1466369","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"收益率曲线已倒挂19个月,为什么美国衰退还没来?","htmlText":"这一次衰退还未到的原因,是美联储正在扭曲收益率。去年12月去世的经济学家罗伯特·索洛(Robert Solow)曾经说,所有事都会让米尔顿·弗里德曼(Milton Friedman,美国著名经济学家,和索洛一样获得过诺贝尔经济学奖)想到货币供应量,然后他打趣说:“所有事都会让我想到性,但我不会把它写进论文里。”而我则可能会受到过度“痴迷”于收益率曲线的“指控”。从历史上看,收益率曲线的形状是一个预测未来经济状况的指标:收益率曲线通常是向上倾斜的,这意味着未来经济可能扩张;当收益率曲线向下倾斜、即倒挂时,常常是未来经济形势将变得更加严峻的预警信号,随之而来的是更低的利率。最能说明收益率曲线这一指标的威力有多大的,是美联储和债券市场之间“拉锯战”的结局。联邦基金利率的制定和调整由美联储决定,而债券市场历来可以根据自己对货币政策和经济的预期自由地为长期借贷成本定价。目前收益率曲线的两端都受到了美联储施加的影响力。美联储大规模购买美国国债和抵押贷款支持证券导致中期和长期收益率下降,扭曲了收益率曲线的形状。更重要的是,虽然美联储已经开始缩表,但之前的大规模债券购买所注入的流动性让金融环境变得更加宽松。坎贝尔·哈维(Campbell Harvey)是收益率曲线分析元老级的人物,他在1986年发表的博士论文中阐述了这一指标的可靠性。哈维现任杜克大学富库商学院教授,也是Research Affiliates的高级顾问和研究主管。他的研究表明,自1969年以来,之前的八次经济衰退都发生在3个月期美债收益率高于10年期美债收益率之后,收益率曲线倒挂之后金融环境收紧,经济不可避免地陷入衰退。2022年11月3个月期美债收益率高于10年期美债收益率以来,收益率曲线倒挂的现象已经持续了19个月,那么,这是否说明这一曾经令人敬畏的经济领先指标不管用了?哈维的答案:不是。哈维在一次采访中指出,上述时间间","listText":"这一次衰退还未到的原因,是美联储正在扭曲收益率。去年12月去世的经济学家罗伯特·索洛(Robert Solow)曾经说,所有事都会让米尔顿·弗里德曼(Milton Friedman,美国著名经济学家,和索洛一样获得过诺贝尔经济学奖)想到货币供应量,然后他打趣说:“所有事都会让我想到性,但我不会把它写进论文里。”而我则可能会受到过度“痴迷”于收益率曲线的“指控”。从历史上看,收益率曲线的形状是一个预测未来经济状况的指标:收益率曲线通常是向上倾斜的,这意味着未来经济可能扩张;当收益率曲线向下倾斜、即倒挂时,常常是未来经济形势将变得更加严峻的预警信号,随之而来的是更低的利率。最能说明收益率曲线这一指标的威力有多大的,是美联储和债券市场之间“拉锯战”的结局。联邦基金利率的制定和调整由美联储决定,而债券市场历来可以根据自己对货币政策和经济的预期自由地为长期借贷成本定价。目前收益率曲线的两端都受到了美联储施加的影响力。美联储大规模购买美国国债和抵押贷款支持证券导致中期和长期收益率下降,扭曲了收益率曲线的形状。更重要的是,虽然美联储已经开始缩表,但之前的大规模债券购买所注入的流动性让金融环境变得更加宽松。坎贝尔·哈维(Campbell Harvey)是收益率曲线分析元老级的人物,他在1986年发表的博士论文中阐述了这一指标的可靠性。哈维现任杜克大学富库商学院教授,也是Research Affiliates的高级顾问和研究主管。他的研究表明,自1969年以来,之前的八次经济衰退都发生在3个月期美债收益率高于10年期美债收益率之后,收益率曲线倒挂之后金融环境收紧,经济不可避免地陷入衰退。2022年11月3个月期美债收益率高于10年期美债收益率以来,收益率曲线倒挂的现象已经持续了19个月,那么,这是否说明这一曾经令人敬畏的经济领先指标不管用了?哈维的答案:不是。哈维在一次采访中指出,上述时间间","text":"这一次衰退还未到的原因,是美联储正在扭曲收益率。去年12月去世的经济学家罗伯特·索洛(Robert Solow)曾经说,所有事都会让米尔顿·弗里德曼(Milton Friedman,美国著名经济学家,和索洛一样获得过诺贝尔经济学奖)想到货币供应量,然后他打趣说:“所有事都会让我想到性,但我不会把它写进论文里。”而我则可能会受到过度“痴迷”于收益率曲线的“指控”。从历史上看,收益率曲线的形状是一个预测未来经济状况的指标:收益率曲线通常是向上倾斜的,这意味着未来经济可能扩张;当收益率曲线向下倾斜、即倒挂时,常常是未来经济形势将变得更加严峻的预警信号,随之而来的是更低的利率。最能说明收益率曲线这一指标的威力有多大的,是美联储和债券市场之间“拉锯战”的结局。联邦基金利率的制定和调整由美联储决定,而债券市场历来可以根据自己对货币政策和经济的预期自由地为长期借贷成本定价。目前收益率曲线的两端都受到了美联储施加的影响力。美联储大规模购买美国国债和抵押贷款支持证券导致中期和长期收益率下降,扭曲了收益率曲线的形状。更重要的是,虽然美联储已经开始缩表,但之前的大规模债券购买所注入的流动性让金融环境变得更加宽松。坎贝尔·哈维(Campbell Harvey)是收益率曲线分析元老级的人物,他在1986年发表的博士论文中阐述了这一指标的可靠性。哈维现任杜克大学富库商学院教授,也是Research Affiliates的高级顾问和研究主管。他的研究表明,自1969年以来,之前的八次经济衰退都发生在3个月期美债收益率高于10年期美债收益率之后,收益率曲线倒挂之后金融环境收紧,经济不可避免地陷入衰退。2022年11月3个月期美债收益率高于10年期美债收益率以来,收益率曲线倒挂的现象已经持续了19个月,那么,这是否说明这一曾经令人敬畏的经济领先指标不管用了?哈维的答案:不是。哈维在一次采访中指出,上述时间间","images":[{"img":"https://static.tigerbbs.com/badb311ffb754b5fa9989609a6485094"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310491056332968","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309353344507912,"gmtCreate":1716553376836,"gmtModify":1716553379078,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"//<a href=\"https://laohu8.com/U/3569893253045018\">@RENSHIHONG</a>: 这篇文章不错,转发给大家看看","listText":"//<a href=\"https://laohu8.com/U/3569893253045018\">@RENSHIHONG</a>: 这篇文章不错,转发给大家看看","text":"//@RENSHIHONG: 这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309353344507912","repostId":"2435654286","repostType":2,"repost":{"id":"2435654286","pubTimestamp":1715787647,"share":"https://www.laohu8.com/m/news/2435654286?lang=&edition=full","pubTime":"2024-05-15 23:40","market":"sg","language":"en","title":"Dividend picks by SA analysts: PFE, DVN, SBUX and LOW","url":"https://stock-news.laohu8.com/highlight/detail?id=2435654286","media":"seekingalpha","summary":"The temperament on Wall Street is mixed at the moment, split between analysts believing that the next leg up in a bull market is set to take place and others forecasting a bearish move lurking around ","content":"<html><body><div> <p>The temperament on Wall Street is mixed at the moment, split between analysts believing that the next leg up in a bull market is set to take place and others forecasting a bearish move lurking around the corner. For investors looking for<span> more safety, dividend picks can act as a strong source of security and income.</span></p> <p>While the dividend universe is vast, Seeking Alpha analysts have recently spotlighted some big-name companies as protentional dividend picks: Pfizer (<span>NYSE:PFE</span>), Devon Energy (<span>NYSE:DVN</span>), Starbucks (<span>NASDAQ:SBUX</span>), and Lowe's Companies (<span>NYSE:LOW</span>). See what SA analysts had to say below about each of these names:</p> <p><b>Pfizer (PFE)</b></p> <p>Paul Franke in Pfizer: Best Trading Momentum Since 2021 And 6% Yield: “Pfizer has been a losing investment for several years, but stronger trading momentum is starting to appear… An easily covered and safety-minded 6% dividend yield is very attractive today. PFE stock could prove one of the smartest defensive plays to own the rest of 2024 and into 2025.”</p> <p><b>Devon Energy (DVN</b>)</p> <p>Leo Nelissen in Devon Energy Believes It Offers '<a href=\"https://laohu8.com/S/RDR.SI\">Incredible</a> Value' - I Agree: “While this is a very low dividend, I have little doubt that the company will find the right balance between buybacks and dividends, making the stock a great investment for both income-focused investors and the ones who like buybacks.”</p> <p><b>Starbucks (SBUX)</b></p> <p>Jason Fieber in Starbucks: A Profitable Blue Chip Dividend Growth Stock: “Starbucks has increased its dividend for 14 consecutive years. The 10-year dividend growth rate of 17.1% shows how generous Starbucks has been with its dividend raises, although more recent dividend increases have slowed into a high single-digit range.”</p> <p><b>Lowe's Companies (LOW)</b></p> <p>Harvesting Dividends in Lowe's Among 9 Companies To Announce Dividend Increases In Second Half Of May: “Along with boosting its dividend, the company returns free cash flow to investors through stock buybacks; since 2019, the company has repurchased 25% of its outstanding shares.”</p> <p>Additionally, investors looking for a more diversified approach to dividend investing, here are some of Wall Street's largest dividend focused ETFs:</p> <ul> <li>Vanguard Dividend Appreciation ETF (VIG).</li> <li>Vanguard High Dividend Yield Index ETF (VYM).</li> <li><a href=\"https://laohu8.com/S/SCHD\">Schwab US Dividend Equity ETF</a> (SCHD).</li> <li><a href=\"https://laohu8.com/S/DGRO\">iShares Core Dividend Growth ETF</a> (DGRO).</li> <li>SPDR S&P Dividend ETF (SDY).</li> <li><a href=\"https://laohu8.com/S/EEMA\">iShares</a> Select Dividend ETF (DVY).</li> </ul> </div> </body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dividend picks by SA analysts: PFE, DVN, SBUX and LOW</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; 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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\">\nDividend picks by SA analysts: PFE, DVN, SBUX and LOW\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-15 23:40 GMT+8 <a href=https://seekingalpha.com/news/4106553-dividend-picks-by-sa-analysts-pfe-dvn-sbux-and-low><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The temperament on Wall Street is mixed at the moment, split between analysts believing that the next leg up in a bull market is set to take place and others forecasting a bearish move lurking around ...</p>\n\n<a href=\"https://seekingalpha.com/news/4106553-dividend-picks-by-sa-analysts-pfe-dvn-sbux-and-low\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1503371245/image_1503371245.jpg","relate_stocks":{"DVN":"德文能源","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","SDY":"股息指数ETF-SPDR S&P","SG9999002224.SGD":"Allianz Global High Payout SGD","DGRO":"iShares Core Dividend Growth ETF","BK4568":"美国抗疫概念","DVN.AU":"Devine","BK4550":"红杉资本持仓","BK4588":"碎股","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","BK7095":"多种金属与采矿","VYM":"红利股ETF-Vanguard","BK4083":"家庭装潢零售","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0122379950.USD":"贝莱德世界健康科学A2","FDN":"First Trust Dow Jones Internet I","VIG.AU":"VICTOR GROUP HOLDINGS LTD","SG9999001176.USD":"United Global Healthcare Acc USD","LU0882574139.USD":"富达环球消费行业基金A ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","PFE.AU":"PANTERA MINERALS LTD","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","SG9999013999.USD":"UOB UNITED GLOBAL HEALTHCARE FUND (USDHDG) INC","SG9999001176.SGD":"UOB UNITED GLOBAL HEALTHCARE \"SGD\" (ACC)","SGXZ57979304.SGD":"United Global Healthcare A Acc SGD-H","VIG":"股利增长指数ETF-Vanguard","BK4213":"石油与天然气的勘探与生产","BK7043":"互联网服务与基础架构","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","SCHD":"Schwab US Dividend Equity ETF","PFE":"辉瑞","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LOW":"劳氏","BK4532":"文艺复兴科技持仓","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","BK4585":"ETF&股票定投概念","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU1057294990.SGD":"Blackrock World Healthscience A2 SGD-H","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0289739699.SGD":"AB INTERNATIONAL HEALTH CARE PORTFOLIO \"A\" (SGD) ACC","LU0256331488.USD":"SCHRODER ISF GLOBAL ENERGY \"A\" ACC","SBUX":"星巴克","DVY":"股息指数ETF-iShares Dow Jones","BK4533":"AQR资本管理(全球第二大对冲基金)","SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc"},"source_url":"https://seekingalpha.com/news/4106553-dividend-picks-by-sa-analysts-pfe-dvn-sbux-and-low","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2435654286","content_text":"The temperament on Wall Street is mixed at the moment, split between analysts believing that the next leg up in a bull market is set to take place and others forecasting a bearish move lurking around the corner. For investors looking for more safety, dividend picks can act as a strong source of security and income. While the dividend universe is vast, Seeking Alpha analysts have recently spotlighted some big-name companies as protentional dividend picks: Pfizer (NYSE:PFE), Devon Energy (NYSE:DVN), Starbucks (NASDAQ:SBUX), and Lowe's Companies (NYSE:LOW). See what SA analysts had to say below about each of these names: Pfizer (PFE) Paul Franke in Pfizer: Best Trading Momentum Since 2021 And 6% Yield: “Pfizer has been a losing investment for several years, but stronger trading momentum is starting to appear… An easily covered and safety-minded 6% dividend yield is very attractive today. PFE stock could prove one of the smartest defensive plays to own the rest of 2024 and into 2025.” Devon Energy (DVN) Leo Nelissen in Devon Energy Believes It Offers 'Incredible Value' - I Agree: “While this is a very low dividend, I have little doubt that the company will find the right balance between buybacks and dividends, making the stock a great investment for both income-focused investors and the ones who like buybacks.” Starbucks (SBUX) Jason Fieber in Starbucks: A Profitable Blue Chip Dividend Growth Stock: “Starbucks has increased its dividend for 14 consecutive years. The 10-year dividend growth rate of 17.1% shows how generous Starbucks has been with its dividend raises, although more recent dividend increases have slowed into a high single-digit range.” Lowe's Companies (LOW) Harvesting Dividends in Lowe's Among 9 Companies To Announce Dividend Increases In Second Half Of May: “Along with boosting its dividend, the company returns free cash flow to investors through stock buybacks; since 2019, the company has repurchased 25% of its outstanding shares.” Additionally, investors looking for a more diversified approach to dividend investing, here are some of Wall Street's largest dividend focused ETFs: Vanguard Dividend Appreciation ETF (VIG). Vanguard High Dividend Yield Index ETF (VYM). Schwab US Dividend Equity ETF (SCHD). iShares Core Dividend Growth ETF (DGRO). SPDR S&P Dividend ETF (SDY). iShares Select Dividend ETF (DVY).","news_type":1},"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308863309451432,"gmtCreate":1716433917603,"gmtModify":1716433919164,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"哦","listText":"哦","text":"哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308863309451432","repostId":"2435648248","repostType":2,"repost":{"id":"2435648248","pubTimestamp":1715833140,"share":"https://www.laohu8.com/m/news/2435648248?lang=&edition=full","pubTime":"2024-05-16 12:19","market":"us","language":"zh","title":"CIC与GE Vernova达成战略合作 解锁绿氢“2美元时代”","url":"https://stock-news.laohu8.com/highlight/detail?id=2435648248","media":"中国网科技","summary":"GE Vernova将聚焦全球能源转型业务和机遇。CIC与GE Vernova的合作,对重塑传统氢气产业具有重要意义,其目标的实现会将全球氢气生产带入最低碳排放、最广泛生产环境、最具竞争力价格的快速发展轨道。CIC与GE Vernova的这一合作,以及在绿泉项目中采用的创新性模块化方式,将证明在绿氢大规模产业化进程中,灵活、可扩展、环保与经济高效的生产模式是可以兼得的。","content":"<html><body><article><p>5月16日消息,Climate Impact Corporation(“CIC”)今天宣布与GE Vernova(GEV.US)完成战略合作协议签署,双方将共同开发高效绿氢生产模块,旨在实现绿氢生产成本2美元/公斤,该目标一经实现,对全球绿氢大规模产业化生产领域具有重要意义,将推动绿氢产业的强劲发展。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240516122753623v206f7k9a0rsf3r\"/><p>5月14日,全球大型绿氢项目投资、开发、运营商CIC和GE Vernova的能源转型服务(Power Conversion)在鹿特丹举办的全球氢能高峰会(World Hydrogen Summit)上签署上述协议,CIC的旗舰项目Green Springs (“绿泉项目”)将作为双方合作的首个建设模块。这一位于澳大利亚北领地州的10GW全离网绿氢项目,总投资高达100亿美元,项目计划部署2150套模块,全部投产后年产绿氢将超过50万吨,预计年产值超过10亿美元。</p><p>据介绍,每个模块集成了创新设计的设备和系统,可利用离网间歇式可再生能源生产低碳氢气,无需连接传统电网、城镇公用基础设施,也无需使用当地水源或进行海水淡化。这种模块化技术解决方案将为全球各地拥有极佳光伏资源——通常为缺水的地区,开辟低成本生产绿氢的新机遇,因为它们无需配套昂贵的基础设施。绿泉项目将证明, 可在干旱地区摆脱对本地水资源和海水淡化的依赖,大规模生产绿氢。</p><p>2021年,通用电气(GE)宣布将“一分为三”,其中,GE原有的可再生能源、发电和数字集团将合并成为新的能源公司,GE Vernova,并在今年4月2日在<a href=\"https://laohu8.com/S/NYSE\">纽交所</a>上市。GE Vernova将聚焦全球能源转型业务和机遇。</p><p>CIC董事长David Green表示,“CIC很高兴能与碳中和领域的领先专家GE Vernova达成紧密合作,一起重塑传统氢气产业。这一合作令人振奋,将助力CIC早日实现低成本生产绿氢的目标。”</p><p>GE Vernova能源转型服务执行董事Olivier Jamart表示,“实现每公斤2美元的绿氢生产价格,需要突破传统生产模式。Green Springs项目每公斤2美元的目标,需要我们在技术上有颠覆性创新。凭借在交直流耦合电力电子系统的专业能力,加之在关键行业积累的能源管理系统经验,我有信心,GE Vernova将秉持系统化设计理念,不断提升生产效率、设备可用性和可维护性,为实现目标保驾护航。”</p><p>CIC与GE Vernova的合作,对重塑传统氢气产业具有重要意义,其目标的实现会将全球氢气生产带入最低碳排放、最广泛生产环境、最具竞争力价格的快速发展轨道。CIC也将和中国主力氢能设备厂商合作,融入模块化生产的全球供应链,建立海外生产基地,利用产业优势提升产品性价比,推动绿氢生产进入“2美元时代”。</p><p>据了解,绿泉项目目前正在进行BOP阶段的开发工作。项目有望带动全球相似气候条件下模块化生产绿氢技术的广泛应用,进一步释放能源行业及市场化能源企业的发展潜力。</p><p>绿氢在全球减排进程中扮演着关键角色,但各个国家和地区的政府、企业和投资者均面临一个共同挑战——如何在兼顾可持续性的同时降低绿氢生产成本, 同时,地方社区也希望能源项目的开发能够尊重并融入当地环境,而非忽视环境因素带来的潜在影响。CIC与GE Vernova的这一合作,以及在绿泉项目中采用的创新性模块化方式,将证明在绿氢大规模产业化进程中,灵活、可扩展、环保与经济高效的生产模式是可以兼得的。</p></article></body></html>","source":"tencent","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>CIC与GE Vernova达成战略合作 解锁绿氢“2美元时代”</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCIC与GE Vernova达成战略合作 解锁绿氢“2美元时代”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-16 12:19 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405161227568b0d7142&s=b><strong>中国网科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月16日消息,Climate Impact Corporation(“CIC”)今天宣布与GE Vernova(GEV.US)完成战略合作协议签署,双方将共同开发高效绿氢生产模块,旨在实现绿氢生产成本2美元/公斤,该目标一经实现,对全球绿氢大规模产业化生产领域具有重要意义,将推动绿氢产业的强劲发展。5月14日,全球大型绿氢项目投资、开发、运营商CIC和GE Vernova的能源转型服务(...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405161227568b0d7142&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","BK4182":"重型电气设备","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1093756168.USD":"FRANKLIN K2 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(“绿泉项目”)将作为双方合作的首个建设模块。这一位于澳大利亚北领地州的10GW全离网绿氢项目,总投资高达100亿美元,项目计划部署2150套模块,全部投产后年产绿氢将超过50万吨,预计年产值超过10亿美元。据介绍,每个模块集成了创新设计的设备和系统,可利用离网间歇式可再生能源生产低碳氢气,无需连接传统电网、城镇公用基础设施,也无需使用当地水源或进行海水淡化。这种模块化技术解决方案将为全球各地拥有极佳光伏资源——通常为缺水的地区,开辟低成本生产绿氢的新机遇,因为它们无需配套昂贵的基础设施。绿泉项目将证明, 可在干旱地区摆脱对本地水资源和海水淡化的依赖,大规模生产绿氢。2021年,通用电气(GE)宣布将“一分为三”,其中,GE原有的可再生能源、发电和数字集团将合并成为新的能源公司,GE Vernova,并在今年4月2日在纽交所上市。GE Vernova将聚焦全球能源转型业务和机遇。CIC董事长David Green表示,“CIC很高兴能与碳中和领域的领先专家GE Vernova达成紧密合作,一起重塑传统氢气产业。这一合作令人振奋,将助力CIC早日实现低成本生产绿氢的目标。”GE Vernova能源转型服务执行董事Olivier Jamart表示,“实现每公斤2美元的绿氢生产价格,需要突破传统生产模式。Green Springs项目每公斤2美元的目标,需要我们在技术上有颠覆性创新。凭借在交直流耦合电力电子系统的专业能力,加之在关键行业积累的能源管理系统经验,我有信心,GE Vernova将秉持系统化设计理念,不断提升生产效率、设备可用性和可维护性,为实现目标保驾护航。”CIC与GE Vernova的合作,对重塑传统氢气产业具有重要意义,其目标的实现会将全球氢气生产带入最低碳排放、最广泛生产环境、最具竞争力价格的快速发展轨道。CIC也将和中国主力氢能设备厂商合作,融入模块化生产的全球供应链,建立海外生产基地,利用产业优势提升产品性价比,推动绿氢生产进入“2美元时代”。据了解,绿泉项目目前正在进行BOP阶段的开发工作。项目有望带动全球相似气候条件下模块化生产绿氢技术的广泛应用,进一步释放能源行业及市场化能源企业的发展潜力。绿氢在全球减排进程中扮演着关键角色,但各个国家和地区的政府、企业和投资者均面临一个共同挑战——如何在兼顾可持续性的同时降低绿氢生产成本, 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3.2%。$标普500(.SPX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308613423783952","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308021225910288,"gmtCreate":1716222476620,"gmtModify":1716222478333,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308021225910288","repostId":"308010379919664","repostType":1,"repost":{"id":308010379919664,"gmtCreate":1716219688848,"gmtModify":1716219990330,"author":{"id":"3523034181340639","authorId":"3523034181340639","name":"杰森Lu","avatar":"https://static.tigerbbs.com/3c399018e47fa540965ed41f3bac57d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"NVDA一季度财报前瞻","htmlText":"英伟达即将在本周三下午公布一季度财报,华尔街预期$5.57 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53.9%。我在上个季度财报点评里面说过,英伟达估值不便宜,但英伟达的体型和增速让投资者不能把他当作一个普通的科技股或者成长股,这是一个营收比去年多$51.5B的公司,净利润比去年多赚$30-32B的公司,人工智能浪潮的黄金铲子。个人操作4月份在$750加仓抄底了英伟达,在$910减仓了一半股票,都有披露。聊聊公司英伟达现在是世界上最值钱的半导体公司,其设计的显卡在游戏,数据处理,自动驾驶,机器人,AR/VR, 人工智能上面都能发挥非常突出的效果,其CUDA平台和构架让开发者可以进行深度学习,机器学习,大语言模型训练。GeForce显卡系列称霸游戏行业和主机市场,特斯拉使用英伟达GPU训练自动驾驶,用于专业图形设计和动画制作的Quadro, OpenAI使用英伟达GPU来支持AI迭代ChatGPT4o, Meta和TikTok使用H100芯片来支持用户AI算法, 投资英国半导体巨头Arm H","images":[{"img":"https://static.tigerbbs.com/4c36ab28e83dbe1b94a7c2d4f41e306f","width":"590","height":"221"},{"img":"https://static.tigerbbs.com/c823b28be64b10f850ab095072cc119e","width":"980","height":"664"},{"img":"https://static.tigerbbs.com/b10f319b3a98580371c68eb4fe2a2784","width":"663","height":"341"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308010379919664","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307919424397496,"gmtCreate":1716197575458,"gmtModify":1716197576980,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307919424397496","repostId":"306853503467536","repostType":1,"repost":{"id":306853503467536,"gmtCreate":1715949974703,"gmtModify":1715951929689,"author":{"id":"3576047870878731","authorId":"3576047870878731","name":"Alter聊科技","avatar":"https://static.tigerbbs.com/cd9635c894cbdce58c500b028852ca62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"AIPC的“名利场”里,Wintel联盟还有机会吗?","htmlText":"<a href=\"https://laohu8.com/S/03396\">$联想控股(03396)$</a> 、华硕、华为、荣耀、三星、雷神……几乎所有的主流PC厂商都推出了AIPC产品。不管你是否理解、是否认同AIPC的理念,在终端厂商自上而下地推动下,属于AIPC的时代都已经到来。 PC重新主流视线的同时,暗淡了多年的Wintel联盟也找回存在感:目前已经推出AIPC的厂商,大多数选择了 <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 的酷睿Ultra系列处理器,而在操作系统上依然绕不过Windows。 以至于不久前在台北举办的开发者活动中,英特尔和 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 罕见地联合发声,为AIPC给出了新的定义:须配备NPU、CPU和GPU,并支持微软的Copilot,且键盘上直接配有Copilot物理按键。 企图不言而喻。可问题在于,曾错失移动端的Wintel联盟,是否还有能力继续辖制下游的PC厂商呢? 01 强敌环伺的英特尔 2000年10月,《财富》杂质刊登了一篇题为《他们的统治结束了》的文章,暗示垄断市场近20年的Wintel联盟即将崩塌:“在新的、更多样化的IT世界里,互联网协议将一切紧密连接,昔日的瓶颈已然不复存在,他们的统治地位也因此动摇。” 回头来看,《财富》的预言似乎只说对了一半,英特尔的市值在2000年一落千丈,至今都没能回到20多年前的高峰。而微软幸运的抓住了移动和云的风口,现在已经是市值超过3万亿美元的巨无霸。 如果说AIPC寄托了微软守住桌面市场的希望,对英特尔则是一场不容失败的生死之战,注定了英特尔要不遗余力地为AIPC摇旗呐喊。 早在2023年9月,英特尔就提出了AIPC的概念,并在2023年底推出了代","listText":"<a href=\"https://laohu8.com/S/03396\">$联想控股(03396)$</a> 、华硕、华为、荣耀、三星、雷神……几乎所有的主流PC厂商都推出了AIPC产品。不管你是否理解、是否认同AIPC的理念,在终端厂商自上而下地推动下,属于AIPC的时代都已经到来。 PC重新主流视线的同时,暗淡了多年的Wintel联盟也找回存在感:目前已经推出AIPC的厂商,大多数选择了 <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 的酷睿Ultra系列处理器,而在操作系统上依然绕不过Windows。 以至于不久前在台北举办的开发者活动中,英特尔和 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 罕见地联合发声,为AIPC给出了新的定义:须配备NPU、CPU和GPU,并支持微软的Copilot,且键盘上直接配有Copilot物理按键。 企图不言而喻。可问题在于,曾错失移动端的Wintel联盟,是否还有能力继续辖制下游的PC厂商呢? 01 强敌环伺的英特尔 2000年10月,《财富》杂质刊登了一篇题为《他们的统治结束了》的文章,暗示垄断市场近20年的Wintel联盟即将崩塌:“在新的、更多样化的IT世界里,互联网协议将一切紧密连接,昔日的瓶颈已然不复存在,他们的统治地位也因此动摇。” 回头来看,《财富》的预言似乎只说对了一半,英特尔的市值在2000年一落千丈,至今都没能回到20多年前的高峰。而微软幸运的抓住了移动和云的风口,现在已经是市值超过3万亿美元的巨无霸。 如果说AIPC寄托了微软守住桌面市场的希望,对英特尔则是一场不容失败的生死之战,注定了英特尔要不遗余力地为AIPC摇旗呐喊。 早在2023年9月,英特尔就提出了AIPC的概念,并在2023年底推出了代","text":"$联想控股(03396)$ 、华硕、华为、荣耀、三星、雷神……几乎所有的主流PC厂商都推出了AIPC产品。不管你是否理解、是否认同AIPC的理念,在终端厂商自上而下地推动下,属于AIPC的时代都已经到来。 PC重新主流视线的同时,暗淡了多年的Wintel联盟也找回存在感:目前已经推出AIPC的厂商,大多数选择了 $英特尔(INTC)$ 的酷睿Ultra系列处理器,而在操作系统上依然绕不过Windows。 以至于不久前在台北举办的开发者活动中,英特尔和 $微软(MSFT)$ 罕见地联合发声,为AIPC给出了新的定义:须配备NPU、CPU和GPU,并支持微软的Copilot,且键盘上直接配有Copilot物理按键。 企图不言而喻。可问题在于,曾错失移动端的Wintel联盟,是否还有能力继续辖制下游的PC厂商呢? 01 强敌环伺的英特尔 2000年10月,《财富》杂质刊登了一篇题为《他们的统治结束了》的文章,暗示垄断市场近20年的Wintel联盟即将崩塌:“在新的、更多样化的IT世界里,互联网协议将一切紧密连接,昔日的瓶颈已然不复存在,他们的统治地位也因此动摇。” 回头来看,《财富》的预言似乎只说对了一半,英特尔的市值在2000年一落千丈,至今都没能回到20多年前的高峰。而微软幸运的抓住了移动和云的风口,现在已经是市值超过3万亿美元的巨无霸。 如果说AIPC寄托了微软守住桌面市场的希望,对英特尔则是一场不容失败的生死之战,注定了英特尔要不遗余力地为AIPC摇旗呐喊。 早在2023年9月,英特尔就提出了AIPC的概念,并在2023年底推出了代","images":[{"img":"https://static.tigerbbs.com/245fa547e37e4f191fa436c3764d34d8","width":"1080","height":"607"},{"img":"https://static.tigerbbs.com/8ae891bb0c08f6faa3882d476b0f7eb8","width":"1080","height":"608"},{"img":"https://static.tigerbbs.com/535597da3b5c3af5976294f322a172fd","width":"1080","height":"596"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306853503467536","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301351289033016,"gmtCreate":1714578313936,"gmtModify":1714578315798,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301351289033016","repostId":"2431849074","repostType":2,"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294326086029496,"gmtCreate":1712880005864,"gmtModify":1712880007439,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294326086029496","repostId":"294290477891600","repostType":1,"repost":{"id":294290477891600,"gmtCreate":1712876533293,"gmtModify":1712876540985,"author":{"id":"3524105790854316","authorId":"3524105790854316","name":"港股挖掘机","avatar":"https://static.tigerbbs.com/7ad7f6521dbd218dc1b2d938da24ac61","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"谷歌将投资10亿美元,通过两条海底电缆改善美日数字化连接","htmlText":"美国科技巨头<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>将投资约10亿美元,通过支持建设Proa和Taihei两条全新的海底电缆改善美国和日本之间的数字化连接。据了解,这一消息是在日本首相岸田文雄访问美国,与美国总统拜登会面并加强两国防务与安全合作之际所宣布。据悉,<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>将与几家合作伙伴进行合作,其中包括KDDI、Arteria Networks、Citadel Pacific以及北马里亚纳群岛联邦(CNMI)。这些海底电缆是扩大<a href=\"https://laohu8.com/S/601099\">$太平洋(601099)$</a>连接计划的一部分,将在美国大陆和日本之间建立新的光纤线路,以支持谷歌的日本数字化市场计划。据该公司称,此举还将提高美国、日本和一些<a href=\"https://laohu8.com/S/601099\">$太平洋(601099)$</a>岛屿国家和地区之间数字化连接模式的可靠性。有资料显示,Proa海底电缆将连接美国、日本、CNMI和关岛,而Taihei海底电缆将连接美国、日本和夏威夷。谷歌还将出资支持建设连接夏威夷、CNMI和关岛的大型互联电缆。美国和日本在一份联合声明中表示:“在去年10月美国和澳大利亚共同资助海底电缆计划的基础上,美国和日本计划与志同道合的伙伴合作,建立可信的、更有弹性的网络,并打算为太平洋地区提供海底电缆给予资金支持。” <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>","listText":"美国科技巨头<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>将投资约10亿美元,通过支持建设Proa和Taihei两条全新的海底电缆改善美国和日本之间的数字化连接。据了解,这一消息是在日本首相岸田文雄访问美国,与美国总统拜登会面并加强两国防务与安全合作之际所宣布。据悉,<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>将与几家合作伙伴进行合作,其中包括KDDI、Arteria Networks、Citadel Pacific以及北马里亚纳群岛联邦(CNMI)。这些海底电缆是扩大<a href=\"https://laohu8.com/S/601099\">$太平洋(601099)$</a>连接计划的一部分,将在美国大陆和日本之间建立新的光纤线路,以支持谷歌的日本数字化市场计划。据该公司称,此举还将提高美国、日本和一些<a href=\"https://laohu8.com/S/601099\">$太平洋(601099)$</a>岛屿国家和地区之间数字化连接模式的可靠性。有资料显示,Proa海底电缆将连接美国、日本、CNMI和关岛,而Taihei海底电缆将连接美国、日本和夏威夷。谷歌还将出资支持建设连接夏威夷、CNMI和关岛的大型互联电缆。美国和日本在一份联合声明中表示:“在去年10月美国和澳大利亚共同资助海底电缆计划的基础上,美国和日本计划与志同道合的伙伴合作,建立可信的、更有弹性的网络,并打算为太平洋地区提供海底电缆给予资金支持。” <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>","text":"美国科技巨头$谷歌(GOOG)$将投资约10亿美元,通过支持建设Proa和Taihei两条全新的海底电缆改善美国和日本之间的数字化连接。据了解,这一消息是在日本首相岸田文雄访问美国,与美国总统拜登会面并加强两国防务与安全合作之际所宣布。据悉,$谷歌(GOOG)$将与几家合作伙伴进行合作,其中包括KDDI、Arteria Networks、Citadel Pacific以及北马里亚纳群岛联邦(CNMI)。这些海底电缆是扩大$太平洋(601099)$连接计划的一部分,将在美国大陆和日本之间建立新的光纤线路,以支持谷歌的日本数字化市场计划。据该公司称,此举还将提高美国、日本和一些$太平洋(601099)$岛屿国家和地区之间数字化连接模式的可靠性。有资料显示,Proa海底电缆将连接美国、日本、CNMI和关岛,而Taihei海底电缆将连接美国、日本和夏威夷。谷歌还将出资支持建设连接夏威夷、CNMI和关岛的大型互联电缆。美国和日本在一份联合声明中表示:“在去年10月美国和澳大利亚共同资助海底电缆计划的基础上,美国和日本计划与志同道合的伙伴合作,建立可信的、更有弹性的网络,并打算为太平洋地区提供海底电缆给予资金支持。” $(GOOG)$ $(GOOGL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294290477891600","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294178365632824,"gmtCreate":1712843915447,"gmtModify":1712843917064,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294178365632824","repostId":"294111216746512","repostType":1,"repost":{"id":294111216746512,"gmtCreate":1712746740000,"gmtModify":1712842009324,"author":{"id":"3525994231964285","authorId":"3525994231964285","name":"读懂财经","avatar":"https://static.tigerbbs.com/2302da3d2e7be3c9900959ee0a880626","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"291亿投资拉动5万亿财富增长,大模型的泡沫来了?","htmlText":"2023年,苹果、微软、Alphabet、亚马逊、英伟达、特斯拉和Meta的股票已累计上涨75%,远远超过纳斯达克指数43%的涨幅。算下来,这七家公司的市值在去年增长了近5万亿美元。科技股股价暴涨并非来自于业绩。要知道,整个2023年,除英伟达外,其余六家收入增长均低于20%。造成这一翻天覆地变化的根本原因是,生成式AI与大语言模型在去年席卷了全球科技圈。去年一年,全球生成式AI的投资额高达291亿美元。与传统互联网的故事不同,资本成为生成式AI竞争的最关键因素。所有的科技巨头都直接或间接参与了这场军备竞赛,并主导了模型公司的融资和估值。就在刚刚,亚马逊向Anthropic追加27.5亿美元投资,此次注资完成后,亚马逊对Anthropic的总投资达40亿美元。这是亚马逊30年以来最大的一笔外部投资。巨头们的军备竞赛,也让身为AI军火商的英伟达比前一年多赚了340亿美元。巨头们愿意参与这场千亿美金豪赌,并不令人意外。某种程度上,生成式AI的出现,恰逢其时。当平台型机会几乎消失,人口红利走到尽头,全球互联网的故事宣告结束。在这样的背景下,资本一方面变得前所未有地节制,另一方面又变得前所未有地贪婪,他们坐拥大量现金,但真正值得的押注寥寥无几。而生成式AI,就是一个充满想象力,甚至可以改变世界的故事。但现实也是残酷的。红杉资本最新报告显示,AI行业在英伟达芯片上的部署费用高达500亿美元,而营收却只有30亿美元。显然,生成式AI的远大愿景和羸弱商业化的现实之间,仍然需要无数的故事去填。/ 01 /291亿投资,拉动5万亿的财富增长2023年11月,ChatGPT的发布掀起了生成式AI的热潮。根据 PitchBook 的数据,2023 年,超过70轮1亿美元或以上的资金流向了创建模型、提供基础设施或将技术应用于特定应用的初创公司。短短一年内,投资者向近700笔生成式AI交易投入了 2","listText":"2023年,苹果、微软、Alphabet、亚马逊、英伟达、特斯拉和Meta的股票已累计上涨75%,远远超过纳斯达克指数43%的涨幅。算下来,这七家公司的市值在去年增长了近5万亿美元。科技股股价暴涨并非来自于业绩。要知道,整个2023年,除英伟达外,其余六家收入增长均低于20%。造成这一翻天覆地变化的根本原因是,生成式AI与大语言模型在去年席卷了全球科技圈。去年一年,全球生成式AI的投资额高达291亿美元。与传统互联网的故事不同,资本成为生成式AI竞争的最关键因素。所有的科技巨头都直接或间接参与了这场军备竞赛,并主导了模型公司的融资和估值。就在刚刚,亚马逊向Anthropic追加27.5亿美元投资,此次注资完成后,亚马逊对Anthropic的总投资达40亿美元。这是亚马逊30年以来最大的一笔外部投资。巨头们的军备竞赛,也让身为AI军火商的英伟达比前一年多赚了340亿美元。巨头们愿意参与这场千亿美金豪赌,并不令人意外。某种程度上,生成式AI的出现,恰逢其时。当平台型机会几乎消失,人口红利走到尽头,全球互联网的故事宣告结束。在这样的背景下,资本一方面变得前所未有地节制,另一方面又变得前所未有地贪婪,他们坐拥大量现金,但真正值得的押注寥寥无几。而生成式AI,就是一个充满想象力,甚至可以改变世界的故事。但现实也是残酷的。红杉资本最新报告显示,AI行业在英伟达芯片上的部署费用高达500亿美元,而营收却只有30亿美元。显然,生成式AI的远大愿景和羸弱商业化的现实之间,仍然需要无数的故事去填。/ 01 /291亿投资,拉动5万亿的财富增长2023年11月,ChatGPT的发布掀起了生成式AI的热潮。根据 PitchBook 的数据,2023 年,超过70轮1亿美元或以上的资金流向了创建模型、提供基础设施或将技术应用于特定应用的初创公司。短短一年内,投资者向近700笔生成式AI交易投入了 2","text":"2023年,苹果、微软、Alphabet、亚马逊、英伟达、特斯拉和Meta的股票已累计上涨75%,远远超过纳斯达克指数43%的涨幅。算下来,这七家公司的市值在去年增长了近5万亿美元。科技股股价暴涨并非来自于业绩。要知道,整个2023年,除英伟达外,其余六家收入增长均低于20%。造成这一翻天覆地变化的根本原因是,生成式AI与大语言模型在去年席卷了全球科技圈。去年一年,全球生成式AI的投资额高达291亿美元。与传统互联网的故事不同,资本成为生成式AI竞争的最关键因素。所有的科技巨头都直接或间接参与了这场军备竞赛,并主导了模型公司的融资和估值。就在刚刚,亚马逊向Anthropic追加27.5亿美元投资,此次注资完成后,亚马逊对Anthropic的总投资达40亿美元。这是亚马逊30年以来最大的一笔外部投资。巨头们的军备竞赛,也让身为AI军火商的英伟达比前一年多赚了340亿美元。巨头们愿意参与这场千亿美金豪赌,并不令人意外。某种程度上,生成式AI的出现,恰逢其时。当平台型机会几乎消失,人口红利走到尽头,全球互联网的故事宣告结束。在这样的背景下,资本一方面变得前所未有地节制,另一方面又变得前所未有地贪婪,他们坐拥大量现金,但真正值得的押注寥寥无几。而生成式AI,就是一个充满想象力,甚至可以改变世界的故事。但现实也是残酷的。红杉资本最新报告显示,AI行业在英伟达芯片上的部署费用高达500亿美元,而营收却只有30亿美元。显然,生成式AI的远大愿景和羸弱商业化的现实之间,仍然需要无数的故事去填。/ 01 /291亿投资,拉动5万亿的财富增长2023年11月,ChatGPT的发布掀起了生成式AI的热潮。根据 PitchBook 的数据,2023 年,超过70轮1亿美元或以上的资金流向了创建模型、提供基础设施或将技术应用于特定应用的初创公司。短短一年内,投资者向近700笔生成式AI交易投入了 2","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294111216746512","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290913150427440,"gmtCreate":1712049606884,"gmtModify":1712049608395,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290913150427440","repostId":"2424067105","repostType":2,"repost":{"id":"2424067105","pubTimestamp":1712046988,"share":"https://www.laohu8.com/m/news/2424067105?lang=&edition=full","pubTime":"2024-04-02 16:36","market":"hk","language":"zh","title":"一文读懂全球算力产业链","url":"https://stock-news.laohu8.com/highlight/detail?id=2424067105","media":"华尔街见闻","summary":"据国金证券,上游国产替代芯片及元器件空间广阔;中游国内服务器厂商领军全球,光模块市场份额迅速提升;下游中国数据中心和云计算市场规模持续高速增长。","content":"<html><body><p>作为AI 大模型时代最稀缺的“能源”之一,算力正在成为全球布局的核心。</p>\n<p>在周一发布的研报中,<a href=\"https://laohu8.com/S/600109\">国金证券</a>陈矣骄分析师团队对算力需求的跃迁和相关产业链进行了详细的梳理:<strong>上游国产替代芯片及元器件空间广阔;中游国内服务器厂商领军全球,光模块市场份额迅速提升;下游中国数据中心和云计算市场规模持续高速增长。</strong></p>\n<p>国金证券认为,<strong>通用人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>技术有望启动以算力为主体能源的第四次工业革命,算力需求有望高增。</strong></p>\n<blockquote>\n<p>技术革命是以新一代生产力工具的大范围应用为核心,以主体能源为基础动力的全局性经济范式转 型。历史上共发生过三次技术革命,我们认为,本轮通用型人工智能发展浪潮有望启动第四次技术革命:</p>\n<p>以 AGI 为新一代生产力工具,以算力为主体能源。历史上历次技术革命中主体能源都会随新一代生产力工具的广 泛应用而需求高增,我们预计 AI 算力需求有望在模型规模、算法创新、<a href=\"https://laohu8.com/S/603138\">海量数据</a>、应用落地等多端推动下高增。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/d09c4c36-f023-45e1-9055-5ac040fed2d2.png\"/></p>\n</blockquote>\n<h2><strong>算力需求跃迁:AI 模型训练规模增速超过摩尔定律,进入大模型时代</strong></h2>\n<p>据国金证券,AI模型训练经历了四个发展阶段:</p>\n<blockquote>\n<p>在2010年以前(前深度学习时代),AI训练计算的增长与摩尔定律一致,大约每20个月翻一倍。</p>\n<p>2010~2015年(深度学习时代),AI深度学习训练所需FLOPs相比之前发生斜率突变,每6个月翻一倍,远超摩尔定律。</p>\n<p>2016年至今(大模型时代),AI大模型训练所需FLOPs出现断点跳跃,随着能够处理更长序列和更复杂任务的Transformer等模型问世,算法的持续创新推动了对更高计算能力的需求,2022年训练大模型的算力需求达到了8×1023FLOPs。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/c2ff2ecd-fbf4-4150-82a8-4ab6e372b7d8.png\"/></p>\n</blockquote>\n<h2><strong>透视算力产业链</strong></h2>\n<p>算力产业包括上游的芯片及元器件,中游的服务器与网络设备,下游的数据中心及云服务三部分构成,在其中的各个板块,均已有国产厂商深度布局。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/f077e8bf-006a-4105-ab94-5a7f2f0df12c.png\"/></p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/d2b9cc56-7459-4217-a282-009398e05ca5.png\"/></p>\n<p><strong>上游——芯片/元器件——异构算力蓬勃发展,国产替代空间广阔。</strong></p>\n<p>随着业界对算力需求的不断提高,越来越多的计算平台开始引入CPU、GPU、ASIC、FPGA等多种不同计算单元来进行加速计算。</p>\n<p>根据Yole数据,2022年全球CPU市场规模为650亿美元,预计2028年增长到970亿美元,年复合增长率为7%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/4548a8f2-496d-468a-9dee-6aeb575d81c5.png\"/></p>\n<p>MPU(通用微处理器)是CPU的一个关键下游应用领域,主要面向服务器、桌面(台式机/笔记本)、超级计算机等市场。</p>\n<p>2020年我国MPU市场规模达到2336亿元,约占全球39.7%。假设我国占全球市场比重保持不变,2023年我国MPU市场规模有望达3382亿元。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/8db0b0be-4d5e-4334-8632-d561fdca4408.png\"/></p>\n<p>竞争方面,Intel约占全球MPU市场半壁江山,Intel与AMD独占x86全球市场据CounterpointAnalysis,2022年,Intel约占全球服务器CPU市场份额70.8%,AMD约占全球服务器CPU市场份额19.8%,二者合计约占90.6%;2021年,二者合计约占92.5%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/6491e9a2-4d36-45ca-89d0-f030e1057002.png\"/></p>\n<p>如今,中国厂商,如紫光展锐与华为海思已逐步走进国际视野,在21年ICInsight竞争格局中分别位列第八、九位,国金预计未来其份额有待进一步提升。</p>\n<p>相较于侧重低延迟计算的CPU,GPU更侧重并行计算,可用很多简单的计算单元去完成大量的计算任务,</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/8d4bf111-5081-40d0-847a-10566ed6006e.png\"/></p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/cc5733ba-ccf1-45f5-aec1-4b205e3bd9e2.png\"/></p>\n<p>在当下最火的GPU市场,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>CUDA大幅降低GPU并行计算的编程难度,实现GPU的通用化。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/ebff6723-c37f-4525-b3c8-350f91f00952.png\"/></p>\n<p>2022年全球GPU市场规模达422亿美元,英伟达占全球GPU市场份额近90%,AMD与Intel约占10%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/c1d08b2b-1420-4b27-b8de-c65b0f18ba6e.png\"/></p>\n<p>据PrecedenceResearch,2022年,全球GPU市场规模未来10年CAGR有望保持30%以上,<strong>2032年全球GPU市场规模有望达到7731亿美元。</strong></p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/43955d21-ced8-440e-b30d-69266bcecd6a.png\"/></p>\n<p>随着算力从通用走向定制,ASIC专用设计芯片市场正在逐步壮大。</p>\n<p>据MarketMonitor,2022年,全球ASIC市场规模在千亿体量,我国市场规模约在335亿元,约占全球市场的33.4%。预计2028年全球市场有望达1,677亿元,22~28年CAGR或达8.9%。</p>\n<p>不同于CPU、GPU、FPGA,目前全球ASIC市场并未形成明显的头部厂商。由于ASIC开发周期长,仅有大厂有资金与实力进行研发。同时,ASIC是全定制芯片,在某些特定场景下运行效率最高,故某些场景下游市场空间足够大时,量产ASIC芯片可以实现丰厚的利润。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/eb392189-0ae9-49d5-8d70-874b4a6f6b41.png\"/></p>\n<p>另外,FPGA(现场可编程芯片)也在崛起。</p>\n<p>无论是CPU、GPU、DSP、Memory还是各类ASIC芯片,在芯片被制造完成之后,其芯片的功能就已被固定,用户无法对其硬件功能进行任何修改,而FPGA芯片在制造完成后,其功能并未固定,用户可以根据自己的实际需要,将空白的FPGA芯片转化为具有特定功能的集成电路芯片。</p>\n<p>据Frost&Sullivan,2023年全球FPGA市场规模有望达94亿美元,18~23年CAGR有望达11.7%;同年,我国FPGA市场规模有望达250亿元,约占全球市场规模的37.9%,18~23年CAGR有望达16.7%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/15da3eb3-4e1a-4b49-bd19-5e8be1438c26.png\"/></p>\n<p><strong>中游——服务器/网络设备——国内服务器厂商领军全球,光模块市场份额迅速提升。</strong></p>\n<p>服务器在网络中为其它客户机提供计算或应用服务。2022年全球服务器市场高达千亿美元,我国约占全球市场四分之一,国产厂商<a href=\"https://laohu8.com/S/000977\">浪潮信息</a>在2023年Q3全球服务器市场份额排名第二,仅次于戴尔。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/3ab7fcf5-b6f7-496a-96cc-9668f678be1e.png\"/></p>\n<p>光模块的功能是实现光电转换,是光通信系统的核心器件。2022年光模块全球前10名中国占据6家,<a href=\"https://laohu8.com/S/300308\">中际旭创</a>与Coherent市占率并列全球第一。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/e35d6759-7d65-4da9-97fa-4fa2cd19efaa.png\"/></p>\n<p>交换机为接入它的任意两个网络节点提供独享的电信号通路。据IDC,2022年全球交换机行业市场规模达到437亿美元,同比增长17.0%,且预计未来5年的增速稳定在4%左右,预计2027年规模将达到535亿美元。</p>\n<p>据IDC,2022年中国交换机市场约为72亿美元,同比增长9.4%。预计2023年将进一步增长至78亿美元。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/f2b6ef57-7e01-45cf-8f10-6507d12be0a9.png\"/></p>\n<p>存储器是用来存储程序和各种数据信息的记忆部件,NAND和DRAM市场是主要细分市场。</p>\n<p><strong>全球存储市场基本被国外厂商垄断</strong>,<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>据NAND、DRAM市场份额首位,不过随着AIServer、AIPC、AIMobile持续放量,国内存储市场有望迎来新发展机遇。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/fb54be02-f706-4eaa-ac34-5134871ef8b7.png\"/></p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/34cf2eb9-a015-44f9-bf8b-95ca3ac93909.png\"/></p>\n<p><strong>下游——数据中心/云服务——东数西算铸基,算力租赁牵引。</strong></p>\n<p>国金证券指出,受新基建、数字化转型及数字中国远景目标等国家政策促进及企业降本增效需求的驱动,我国数据中心市场规模持续高速增长。</p>\n<p>2021年,我国数据中心市场规模达到1500亿元,近五年CAGR达到29.96%。随着我国各地区、各行业数字化转型的深入推进,我国数据中心市场规模将保持持续增长态势,预计2023年市场规模将达到2470亿元。</p>\n<p>从全球市场来看,全球数据中心产业规模在2022年达到1308亿美元,2019——2022年CAGR约20%。</p>\n<p>竞争方面,美国第三方数据中心Equinix公司是全球数据中心的龙头,2022年Q2该公司全球市场份额占比达13%。</p>\n<p>国内市场,2020年我国数据中心市场格局以运营商数据中心为主,凭借其网络带宽和机房资源优势,三大电信运营商市场份额占比超50%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/a86e46f2-6038-485e-87eb-57915cac6f2c.png\"/></p>\n<p>云计算服务,是一种按使用量付费的模式,这种模式提供可用的、便捷的、按需的网络访问,进入可配置的计算资源共享池,获取括网络,服务器等服务。</p>\n<p>据中国信通院,2021年全球云计算市场规模达到3305亿美元,同比增长32.44%。初步统计2022年全球云计算市场规模4053亿美元,增幅22.6%。中国云计算产业正处蓬勃发展阶段。据智研咨询,2021年中国云计算市场规模达3410亿元,增速53.1%。初步统计2022年中国云计算市场规模达到4552.4亿元,增长33.5%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/1ad19ec9-6887-497b-a34c-a4042bd3a147.png\"/></p>\n<p>据Gartner,全球云计算市场竞争格局为一超多强,2022年AWS在全球云基础设施服务市场份额为40%,保持行业第一位置,Azure、阿里云、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>云分别占据第二至四位,分别占比21.5%、7.7%、7.5%。</p>\n<p>据Canalys,2022年国内前四大云计算厂商分别为阿里云、华为云、腾讯云和<a href=\"https://laohu8.com/S/BIDU\">百度</a>智能云,占云服务客户支出总额的79%。</p>\n<p><span>本文主要观点来自国金证券,原文作者:陈矣骄S1130523020001、孟灿S1130522050001,原文标题:《算力深度报告一:算力研究框架——产业链全梳理》</span></p><div>风险提示及免责条款</div>\n<div>\n 市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资,责任自负。\n </div>\n</body></html>","source":"wallstreetcn_hot_news","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\" 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.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一文读懂全球算力产业链\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-02 16:36 北京时间 <a href=https://wallstreetcn.com/articles/3711874><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作为AI 大模型时代最稀缺的“能源”之一,算力正在成为全球布局的核心。\n在周一发布的研报中,国金证券陈矣骄分析师团队对算力需求的跃迁和相关产业链进行了详细的梳理:上游国产替代芯片及元器件空间广阔;中游国内服务器厂商领军全球,光模块市场份额迅速提升;下游中国数据中心和云计算市场规模持续高速增长。\n国金证券认为,通用人工智能技术有望启动以算力为主体能源的第四次工业革命,算力需求有望高增。\n\n技术革命是...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3711874\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://wpimg-wscn.awtmt.com/e1db7f2f-9626-457a-8652-5f5abd5411e7.jpeg","relate_stocks":{"LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","INTC":"英特尔","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU0109392836.USD":"富兰克林科技股A","BK4554":"元宇宙及AR概念","BK4512":"苹果概念","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4579":"人工智能","AMD":"美国超微公司","BK4588":"碎股","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World 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大模型时代最稀缺的“能源”之一,算力正在成为全球布局的核心。\n在周一发布的研报中,国金证券陈矣骄分析师团队对算力需求的跃迁和相关产业链进行了详细的梳理:上游国产替代芯片及元器件空间广阔;中游国内服务器厂商领军全球,光模块市场份额迅速提升;下游中国数据中心和云计算市场规模持续高速增长。\n国金证券认为,通用人工智能技术有望启动以算力为主体能源的第四次工业革命,算力需求有望高增。\n\n技术革命是以新一代生产力工具的大范围应用为核心,以主体能源为基础动力的全局性经济范式转 型。历史上共发生过三次技术革命,我们认为,本轮通用型人工智能发展浪潮有望启动第四次技术革命:\n以 AGI 为新一代生产力工具,以算力为主体能源。历史上历次技术革命中主体能源都会随新一代生产力工具的广 泛应用而需求高增,我们预计 AI 算力需求有望在模型规模、算法创新、海量数据、应用落地等多端推动下高增。\n\n\n算力需求跃迁:AI 模型训练规模增速超过摩尔定律,进入大模型时代\n据国金证券,AI模型训练经历了四个发展阶段:\n\n在2010年以前(前深度学习时代),AI训练计算的增长与摩尔定律一致,大约每20个月翻一倍。\n2010~2015年(深度学习时代),AI深度学习训练所需FLOPs相比之前发生斜率突变,每6个月翻一倍,远超摩尔定律。\n2016年至今(大模型时代),AI大模型训练所需FLOPs出现断点跳跃,随着能够处理更长序列和更复杂任务的Transformer等模型问世,算法的持续创新推动了对更高计算能力的需求,2022年训练大模型的算力需求达到了8×1023FLOPs。\n\n\n透视算力产业链\n算力产业包括上游的芯片及元器件,中游的服务器与网络设备,下游的数据中心及云服务三部分构成,在其中的各个板块,均已有国产厂商深度布局。\n\n\n上游——芯片/元器件——异构算力蓬勃发展,国产替代空间广阔。\n随着业界对算力需求的不断提高,越来越多的计算平台开始引入CPU、GPU、ASIC、FPGA等多种不同计算单元来进行加速计算。\n根据Yole数据,2022年全球CPU市场规模为650亿美元,预计2028年增长到970亿美元,年复合增长率为7%。\n\nMPU(通用微处理器)是CPU的一个关键下游应用领域,主要面向服务器、桌面(台式机/笔记本)、超级计算机等市场。\n2020年我国MPU市场规模达到2336亿元,约占全球39.7%。假设我国占全球市场比重保持不变,2023年我国MPU市场规模有望达3382亿元。\n\n竞争方面,Intel约占全球MPU市场半壁江山,Intel与AMD独占x86全球市场据CounterpointAnalysis,2022年,Intel约占全球服务器CPU市场份额70.8%,AMD约占全球服务器CPU市场份额19.8%,二者合计约占90.6%;2021年,二者合计约占92.5%。\n\n如今,中国厂商,如紫光展锐与华为海思已逐步走进国际视野,在21年ICInsight竞争格局中分别位列第八、九位,国金预计未来其份额有待进一步提升。\n相较于侧重低延迟计算的CPU,GPU更侧重并行计算,可用很多简单的计算单元去完成大量的计算任务,\n\n\n在当下最火的GPU市场,英伟达CUDA大幅降低GPU并行计算的编程难度,实现GPU的通用化。\n\n2022年全球GPU市场规模达422亿美元,英伟达占全球GPU市场份额近90%,AMD与Intel约占10%。\n\n据PrecedenceResearch,2022年,全球GPU市场规模未来10年CAGR有望保持30%以上,2032年全球GPU市场规模有望达到7731亿美元。\n\n随着算力从通用走向定制,ASIC专用设计芯片市场正在逐步壮大。\n据MarketMonitor,2022年,全球ASIC市场规模在千亿体量,我国市场规模约在335亿元,约占全球市场的33.4%。预计2028年全球市场有望达1,677亿元,22~28年CAGR或达8.9%。\n不同于CPU、GPU、FPGA,目前全球ASIC市场并未形成明显的头部厂商。由于ASIC开发周期长,仅有大厂有资金与实力进行研发。同时,ASIC是全定制芯片,在某些特定场景下运行效率最高,故某些场景下游市场空间足够大时,量产ASIC芯片可以实现丰厚的利润。\n\n另外,FPGA(现场可编程芯片)也在崛起。\n无论是CPU、GPU、DSP、Memory还是各类ASIC芯片,在芯片被制造完成之后,其芯片的功能就已被固定,用户无法对其硬件功能进行任何修改,而FPGA芯片在制造完成后,其功能并未固定,用户可以根据自己的实际需要,将空白的FPGA芯片转化为具有特定功能的集成电路芯片。\n据Frost&Sullivan,2023年全球FPGA市场规模有望达94亿美元,18~23年CAGR有望达11.7%;同年,我国FPGA市场规模有望达250亿元,约占全球市场规模的37.9%,18~23年CAGR有望达16.7%。\n\n中游——服务器/网络设备——国内服务器厂商领军全球,光模块市场份额迅速提升。\n服务器在网络中为其它客户机提供计算或应用服务。2022年全球服务器市场高达千亿美元,我国约占全球市场四分之一,国产厂商浪潮信息在2023年Q3全球服务器市场份额排名第二,仅次于戴尔。\n\n光模块的功能是实现光电转换,是光通信系统的核心器件。2022年光模块全球前10名中国占据6家,中际旭创与Coherent市占率并列全球第一。\n\n交换机为接入它的任意两个网络节点提供独享的电信号通路。据IDC,2022年全球交换机行业市场规模达到437亿美元,同比增长17.0%,且预计未来5年的增速稳定在4%左右,预计2027年规模将达到535亿美元。\n据IDC,2022年中国交换机市场约为72亿美元,同比增长9.4%。预计2023年将进一步增长至78亿美元。\n\n存储器是用来存储程序和各种数据信息的记忆部件,NAND和DRAM市场是主要细分市场。\n全球存储市场基本被国外厂商垄断,三星据NAND、DRAM市场份额首位,不过随着AIServer、AIPC、AIMobile持续放量,国内存储市场有望迎来新发展机遇。\n\n\n下游——数据中心/云服务——东数西算铸基,算力租赁牵引。\n国金证券指出,受新基建、数字化转型及数字中国远景目标等国家政策促进及企业降本增效需求的驱动,我国数据中心市场规模持续高速增长。\n2021年,我国数据中心市场规模达到1500亿元,近五年CAGR达到29.96%。随着我国各地区、各行业数字化转型的深入推进,我国数据中心市场规模将保持持续增长态势,预计2023年市场规模将达到2470亿元。\n从全球市场来看,全球数据中心产业规模在2022年达到1308亿美元,2019——2022年CAGR约20%。\n竞争方面,美国第三方数据中心Equinix公司是全球数据中心的龙头,2022年Q2该公司全球市场份额占比达13%。\n国内市场,2020年我国数据中心市场格局以运营商数据中心为主,凭借其网络带宽和机房资源优势,三大电信运营商市场份额占比超50%。\n\n云计算服务,是一种按使用量付费的模式,这种模式提供可用的、便捷的、按需的网络访问,进入可配置的计算资源共享池,获取括网络,服务器等服务。\n据中国信通院,2021年全球云计算市场规模达到3305亿美元,同比增长32.44%。初步统计2022年全球云计算市场规模4053亿美元,增幅22.6%。中国云计算产业正处蓬勃发展阶段。据智研咨询,2021年中国云计算市场规模达3410亿元,增速53.1%。初步统计2022年中国云计算市场规模达到4552.4亿元,增长33.5%。\n\n据Gartner,全球云计算市场竞争格局为一超多强,2022年AWS在全球云基础设施服务市场份额为40%,保持行业第一位置,Azure、阿里云、谷歌云分别占据第二至四位,分别占比21.5%、7.7%、7.5%。\n据Canalys,2022年国内前四大云计算厂商分别为阿里云、华为云、腾讯云和百度智能云,占云服务客户支出总额的79%。\n本文主要观点来自国金证券,原文作者:陈矣骄S1130523020001、孟灿S1130522050001,原文标题:《算力深度报告一:算力研究框架——产业链全梳理》风险提示及免责条款\n\n 市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资,责任自负。","news_type":1},"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288477471731760,"gmtCreate":1711461822110,"gmtModify":1711461823690,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288477471731760","repostId":"286071189868776","repostType":1,"repost":{"id":286071189868776,"gmtCreate":1710859915455,"gmtModify":1710859917518,"author":{"id":"4111482418969490","authorId":"4111482418969490","name":"Alitaishan L","avatar":"https://static.tigerbbs.com/b34183eb12af0673c9a8963eb45b6772","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"现在最赚钱的是芯片英伟达,以后大模型公司和应用层公司也一定会赚钱,就包括现在的微软、meta、谷歌、苹果等巨头。微软meta已经跟着这一波AI趋势大涨,而苹果几乎没涨,特斯拉走势也拉胯,谷歌市盈率也才24。所以我前几天就跟大家一直推荐苹果谷歌特斯拉。 $苹果(AAPL)$ $特斯拉(TSLA)$","listText":"现在最赚钱的是芯片英伟达,以后大模型公司和应用层公司也一定会赚钱,就包括现在的微软、meta、谷歌、苹果等巨头。微软meta已经跟着这一波AI趋势大涨,而苹果几乎没涨,特斯拉走势也拉胯,谷歌市盈率也才24。所以我前几天就跟大家一直推荐苹果谷歌特斯拉。 $苹果(AAPL)$ $特斯拉(TSLA)$","text":"现在最赚钱的是芯片英伟达,以后大模型公司和应用层公司也一定会赚钱,就包括现在的微软、meta、谷歌、苹果等巨头。微软meta已经跟着这一波AI趋势大涨,而苹果几乎没涨,特斯拉走势也拉胯,谷歌市盈率也才24。所以我前几天就跟大家一直推荐苹果谷歌特斯拉。 $苹果(AAPL)$ $特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286071189868776","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288166122119288,"gmtCreate":1711378742994,"gmtModify":1711378744688,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"基础设施推动电力需求","listText":"基础设施推动电力需求","text":"基础设施推动电力需求","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288166122119288","repostId":"2420222805","repostType":2,"repost":{"id":"2420222805","pubTimestamp":1710849721,"share":"https://www.laohu8.com/m/news/2420222805?lang=&edition=full","pubTime":"2024-03-19 20:02","market":"us","language":"en","title":"11 Best Electrical Infrastructure Stocks to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2420222805","media":"Insider Monkey","summary":"In this article, we discuss the 11 best electrical infrastructure stocks to buy now. If you want to skip our detailed analysis of these stocks, go directly to the 5 Best Electrical Infrastructure Stocks to Buy Now.In terms of electricity generation, changes in policy, market conditions, and technological advancements are leading to significant transformations in fuel sources. These shifts are exerting new demands and challenges on the US electric grid, since the majority of the country's high-voltage transmission infrastructure dates back to the 1960s and 1970s and was not designed to support the current or projected future requirements of the grid. That said, currently the US electric grid supplies over 3,800 terawatt-hours of electricity to approximately 159 million residential, commercial, and industrial consumers.In light of this, investors would do well to keep some of the best electrical infrastructure stocks on their radars, seeing as these companies are exposed to infrastructur","content":"<html><body><p>In this article, we discuss the 11 best electrical infrastructure stocks to buy now. If you want to skip our detailed analysis of these stocks, go directly to the <b>5 Best Electrical Infrastructure Stocks to Buy Now.</b></p>\n<p>The United States is currently experiencing an infrastructure and utilities boom, with numerous projects underway in various states. This surge in construction activity is expected to catalyze a multi-year growth phase for leading infrastructure stocks. Concerns have long persisted regarding the aging infrastructure of the country. In November 2021, President Joe Biden took action by signing the Infrastructure Investment and Jobs Act (IIJA) to tackle this issue head-on. This legislation has paved the way for numerous infrastructure projects across the nation. To date, over 46,000 projects have received funding approval, encompassing a wide range of infrastructure developments, including advanced rapid transit corridors, harbor enhancements, water system upgrades, bridge renovations, airport expansions, railway tunnel constructions, fiber broadband installations, and port improvements. With a staggering $1.2 trillion allocated for spending, the top electrical infrastructure stocks stand to benefit significantly from this investment.</p>\n<p>In terms of electricity generation, changes in policy, market conditions, and technological advancements are leading to significant transformations in fuel sources. These shifts are exerting new demands and challenges on the US electric grid, since the majority of the country's high-voltage transmission infrastructure dates back to the 1960s and 1970s and was not designed to support the current or projected future requirements of the grid. That said, currently the US electric grid supplies over 3,800 terawatt-hours of electricity to approximately 159 million residential, commercial, and industrial consumers.</p>\n<p>However, looking toward the future, the utilities sector finds itself at the forefront of the transition from carbon-based fuels to renewable energy sources. In the first half of 2023, the energy sector witnessed a significant shift, marked by the largest proportion of private sector involvement in infrastructure projects, according to the World Bank. Notably, renewable energy sources dominated the landscape, with 99% of new energy projects dedicated to renewable sources. The Inflation Reduction Act of 2022, the aforementioned Infrastructure Investment and Jobs Act, and the CHIPS and Science Act are anticipated to accelerate this transition by incentivizing the adoption of clean-energy alternatives and reducing greenhouse gas emissions, with forecasts indicating a potential doubling of the portion of US power generation from renewable sources by 2030.</p>\n<p>In light of this, investors would do well to keep some of the best electrical infrastructure stocks on their radars, seeing as these companies are exposed to infrastructure spending in the US. Some notable names include the likes of NextEra Energy, Inc. (NYSE:NEE), PG&E Corporation (NYSE:PCG), and The Southern Company (NYSE:SO), among others listed below.</p>\n<img height=\"519\" src=\"https://s.yimg.com/uu/api/res/1.2/5Fq76tKR.Z_nrxzoxuJkDQ--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/67266193d7b56ae41ab03ea84a24ccd1\" width=\"927\"/> A close-up of an electrical power line with a bright blue sky in the background, highlighting the company's selection of electricity and natural gas services. \n<p><em><strong>Our Methodology</strong></em></p>\n<p>Our methodology for selecting the best electrical infrastructure stocks is based on hedge fund sentiment towards each stock. We evaluated hedge fund sentiment using Insider Monkey's database, which tracks 933 elite hedge funds as of the end of the fourth quarter of 2023. The list is organized in ascending order based on the number of hedge fund holders for each firm. It's worth noting that the top 10 consensus stock picks of hedge funds have outperformed the S&P 500 Index by over 140 percentage points over the last decade (<strong>see the details here</strong>).</p>\n<h3>11. <b>Edison International (NYSE:EIX)</b></h3>\n<p><b><i>Number of Hedge Fund Holders: 28</i></b></p>\n<p>Edison International (NYSE:EIX), along with its subsidiaries, is involved in the generation and distribution of electric power. Covering roughly a 50,000 square mile area in southern California, the company supplies electricity to residential, commercial, industrial, public authorities, agricultural, and other sectors. Furthermore, the company provides decarbonization and energy solutions to commercial, institutional, and industrial customers across North America and Europe.</p>\n<p>On February 22, Edison International (NYSE:EIX) announced a quarterly dividend of $0.78 per share, which remain unchanged from the previous dividend. Shareholders will receive the dividend payment on April 30.</p>\n<p>According to Insider Monkey’s fourth quarter database, 28 hedge funds were bullish on Edison International (NYSE:EIX), same as the prior quarter. Richard S. Pzena’s <a href=\"https://laohu8.com/S/PZN\">Pzena Investment Management</a> is the leading stakeholder of the company, with 13.3 million shares worth $950.7 million.</p>\n<p>Much like NextEra Energy, Inc. (NYSE:NEE), PG&E Corporation (NYSE:PCG), and The Southern Company (NYSE:SO), Edison International (NYSE:EIX) is one of the best electrical infrastructure stocks to invest in.</p>\n<h3>10. <b>Consolidated Edison, Inc. (NYSE:ED)</b></h3>\n<p><b><i>Number of Hedge Fund Holders: 28</i></b></p>\n<p>Consolidated Edison, Inc. (NYSE:ED), commonly known as Con Edison (stylized as conEdison) or ConEd, provides a wide range of energy-related products and services to its customers through its subsidiaries. These include Consolidated Edison Company of New York, Inc., a regulated utility offering electric and gas service in New York City and Westchester County, New York, along with steam service in the borough of Manhattan. Additionally, Orange and Rockland Utilities, Inc. serves southeastern New York and northern New Jersey, while Con Edison Transmission, Inc. is engaged in activities related to transmission.</p>\n<p>On February 15, Consolidated Edison, Inc. (NYSE:ED) announced a fourth-quarter non-GAAP EPS of $1.00, surpassing market expectations by $0.03. Additionally, the company declared a quarterly dividend of $0.83 per share on January 18. This dividend will be distributed to shareholders on March 15, with a record date of February 14.</p>\n<p>In the fourth quarter, 28 hedge funds showed bullish sentiment towards Consolidated Edison, Inc. (NYSE:ED), compared to 27 funds in the previous quarter, as per Insider Monkey’s database. Among them, Ken Griffin’s Citadel Investment Group holds the largest stake in the company, with 879,923 shares valued at $80 million.</p>\n<h3>9. <b><a href=\"https://laohu8.com/S/DUKB\">Duke Energy Corporation</a> (NYSE:DUK)</b></h3>\n<p><b><i>Number of Hedge Fund Holders: 30</i></b></p>\n<p><a href=\"https://laohu8.com/S/DEX.AU\">Duke</a> Energy Corporation (NYSE:DUK) is an energy company based in the United States. Its operations are divided into two main segments: Electric Utilities and Infrastructure (EU&I), and Gas Utilities and Infrastructure (GU&I). Duke Energy Corporation (NYSE:DUK) is actively pursuing a clean energy transition plan aimed at achieving ambitious sustainability goals. This includes efforts to attain net-zero methane emissions from natural gas service and a 50% reduction in carbon emissions from electric generation by 2030.</p>\n<p>The company has been making regular dividend payments to shareholders for the past 97 years and has raised its payouts for 12 consecutive years. On January 11, Duke Energy Corporation (NYSE:DUK) announced a quarterly dividend of $1.025 per share, consistent with its previous dividend. The dividend will be paid on March 18 to shareholders of record as of February 16.</p>\n<p>In the fourth quarter, 30 hedge funds expressed bullish sentiment towards Duke Energy Corporation (NYSE:DUK), down from 39 funds in the previous quarter, according to Insider Monkey's database. Among these, Two Sigma Advisors, led by John Overdeck and David Siegel, holds a significant position in the company, with 733,100 shares valued at over $71 million.</p>\n<h3>8. <b>WEC Energy Group, Inc. (NYSE:WEC)</b></h3>\n<p><b><i>Number of Hedge Fund Holders: 31</i></b></p>\n<p>WEC Energy Group, Inc. (NYSE:WEC) is a prominent player in the regulated natural gas and electricity sectors, offering renewable and non-regulated renewable energy services across the United States. The company operates through six distinct segments, namely Wisconsin, Illinois, Other States, Electric Transmission, Non-Utility Energy Infrastructure, and Corporate and Other.</p>\n<p>WEC Energy Group, Inc. (NYSE:WEC) announced its fourth-quarter earnings results on February 1, reporting a non-GAAP EPS of $1.10. This figure surpassed Wall Street estimates by $0.02 per share, reflecting better-than-expected performance in earnings. However, the company's revenue for the quarter amounted to $2.22 billion, which fell short of market consensus by $510 million.</p>\n<p>According to Insider Monkey’s fourth quarter database, 31 hedge funds were long WEC Energy Group, Inc. (NYSE:WEC), compared to 25 funds in the last quarter. Israel Englander’s Millennium Management is the biggest stakeholder of the company, with 1.8 million shares worth $152.7 million.</p>\n<h3>7. <b>American Electric Power Company, Inc. (NASDAQ:AEP)</b></h3>\n<p><b><i>Number of Hedge Fund Holders: 32</i></b></p>\n<p>American Electric Power Company, Inc. (NASDAQ:AEP) operates as a prominent electric public utility holding company in the United States. The company is primarily involved in generating, transmitting, and distributing electricity to a wide range of customers, including both retail and wholesale clients. Similar to its counterparts in the utility sector, American Electric Power Company, Inc. (NASDAQ:AEP) is making substantial investments in renewable energy initiatives. In November 2023, the company unveiled a $43 billion capital allocation plan spanning five years for this purpose.</p>\n<p>On January 19, American Electric Power Company, Inc. (NASDAQ:AEP) announced a quarterly dividend of $0.88 per share, consistent with its previous dividend payout. The dividend was scheduled to be paid on March 8 to shareholders of record as of February 9.</p>\n<p>According to Insider Monkey’s fourth quarter database, 32 hedge funds held stakes in American Electric Power Company, Inc. (NASDAQ:AEP), compared to 39 funds in the last quarter. Eric W. Mandelblatt’s Soroban Capital Partners is a prominent stakeholder of the company, with approximately 2 million shares worth $159.5 million.</p>\n<p>Similar to NextEra Energy, Inc. (NYSE:NEE), PG&E Corporation (NYSE:PCG), and The Southern Company (NYSE:SO), American Electric Power Company, Inc. (NASDAQ:AEP) ranks as one of the best electrical infrastructure stocks to invest in.</p>\n<h3>6. <b>The Southern Company (NYSE:SO)</b></h3>\n<p><b><i>Number of Hedge Fund Holders: 36</i></b></p>\n<p>The Southern Company (NYSE:SO) is a key player in the electricity sector, specializing in the generation, transmission, and distribution of electricity. Additionally, the company is actively involved in the development, construction, acquisition, ownership, and management of power generation assets, including renewable energy projects.</p>\n<p>On February 15, The Southern Company (NYSE:SO) reported a fourth-quarter non-GAAP EPS of $0.64, surpassing analysts' expectations by $0.04. However, the company experienced a 14.2% year-over-year decline in revenue, totaling $6.05 billion, which fell short of market estimates by $1.32 billion.</p>\n<p>Insider Monkey's fourth-quarter database revealed that 36 hedge funds held bullish positions in The Southern Company (NYSE:SO), compared to 35 funds in the previous quarter. Among them, Paul Marshall and Ian Wace's Millennium Management emerged as the top position holder in the company, with a stake of 2 million shares valued at $162.8 million.</p> \n<p><strong>Click to continue reading and see <b>5 Best Electrical Infrastructure Stocks to Buy Now.</b></strong></p> \n<p>Suggested articles:</p>\n<ul>\n<li>12 Best Gold Mining Companies to Invest In According to Analysts</li>\n<li>13 High Growth Penny Stocks That Are Profitable</li>\n<li>20 Most Carbon Productive Companies in the World</li>\n</ul>\n<p>Disclosure: None. <strong>11<b> Best Electrical Infrastructure Stocks to Buy Now</b> </strong>is originally published on Insider Monkey.</p></body></html>","source":"yahoofinance","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>11 Best Electrical Infrastructure Stocks to Buy Now</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\">\n11 Best Electrical Infrastructure Stocks to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-19 20:02 GMT+8 <a href=https://finance.yahoo.com/news/11-best-electrical-infrastructure-stocks-120201745.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In this article, we discuss the 11 best electrical infrastructure stocks to buy now. If you want to skip our detailed analysis of these stocks, go directly to the 5 Best Electrical Infrastructure ...</p>\n\n<a href=\"https://finance.yahoo.com/news/11-best-electrical-infrastructure-stocks-120201745.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/YcdjW.QQ9ROhq9oCazT4eA--~B/aD0yMjQ7dz00MDA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/insidermonkey.com/67266193d7b56ae41ab03ea84a24ccd1","relate_stocks":{"LU1621768206.USD":"AZ EQUITY GLOBAL INFRASTRUCTURE \"AAZ\" (USD) ACC","LU1621767810.EUR":"AZ EQUITY GLOBAL INFRASTRUCTURE \"A\" (EUR) INC","LU1621768115.EUR":"AZ EQUITY GLOBAL INFRASTRUCTURE \"B\" (EUR) INC","AEP":"美国电力","PSQ":"纳指反向ETF","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","IE00BMG7P926.USD":"Legg Mason ClearBridge - Global Infrastructure Income A Acc USD","IE00BMG7P694.USD":"Legg Mason ClearBridge - Global Infrastructure Income A Mdis USD Plus","BK4081":"电力公用事业","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","IE00BD4GTW91.USD":"LEGG MASON CLEARBRIDGEINFRASTRUCTURE VALUE \"A\" (USDHDG) INC","SO":"美国南方公司","QID":"纳指两倍做空ETF","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","NEP":"Nextera Energy Partners","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","PCG":"太平洋煤气电力","LU1978683503.SGD":"Blackrock Sustainable Energy A2 SGD-H","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","LU1093756168.USD":"FRANKLIN K2 ALTERNATIVE STRATEGIES \"A\" (USD) ACC","IE00BD4GTV84.USD":"LEGG MASON CLEARBRIDGEINFRASTRUCTURE VALUE \"A\" (USDHDG) ACC",".IXIC":"NASDAQ Composite","TQQQ":"纳指三倍做多ETF","LU2384288077.EUR":"AZ EQUITY GLOBAL INFRASTRUCTURE \"A-INS\" (EUR) ACC","IE00BD4GTT62.SGD":"Legg Mason ClearBridge Infrastructure Value A SGD-H (mdis) plus","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","SOJE":"Southern Co","QLD":"纳指两倍做多ETF","QQQ":"纳指100ETF","LU1093756325.SGD":"FTIF - Franklin K2 Alt Strat Fd A (acc) SGD-H1","SOJD":"Southern Co","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","BK4534":"瑞士信贷持仓","DUK":"杜克能源","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","EIX":"爱迪生国际","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","ED":"爱迪生联合电气","LU0124384867.USD":"贝莱德新能源基金A2","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","SQQQ":"纳指三倍做空ETF","LU1621767737.EUR":"AZ EQUITY GLOBAL INFRASTRUCTURE \"AAZ\" (EUR) ACC","WEC":"威州能源","NEE":"新纪元能源","IE00BMG7P819.SGD":"Legg Mason ClearBridge - Global Infrastructure Income A Mdis SGD-H Plus"},"source_url":"https://finance.yahoo.com/news/11-best-electrical-infrastructure-stocks-120201745.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2420222805","content_text":"In this article, we discuss the 11 best electrical infrastructure stocks to buy now. If you want to skip our detailed analysis of these stocks, go directly to the 5 Best Electrical Infrastructure Stocks to Buy Now.\nThe United States is currently experiencing an infrastructure and utilities boom, with numerous projects underway in various states. This surge in construction activity is expected to catalyze a multi-year growth phase for leading infrastructure stocks. Concerns have long persisted regarding the aging infrastructure of the country. In November 2021, President Joe Biden took action by signing the Infrastructure Investment and Jobs Act (IIJA) to tackle this issue head-on. This legislation has paved the way for numerous infrastructure projects across the nation. To date, over 46,000 projects have received funding approval, encompassing a wide range of infrastructure developments, including advanced rapid transit corridors, harbor enhancements, water system upgrades, bridge renovations, airport expansions, railway tunnel constructions, fiber broadband installations, and port improvements. With a staggering $1.2 trillion allocated for spending, the top electrical infrastructure stocks stand to benefit significantly from this investment.\nIn terms of electricity generation, changes in policy, market conditions, and technological advancements are leading to significant transformations in fuel sources. These shifts are exerting new demands and challenges on the US electric grid, since the majority of the country's high-voltage transmission infrastructure dates back to the 1960s and 1970s and was not designed to support the current or projected future requirements of the grid. That said, currently the US electric grid supplies over 3,800 terawatt-hours of electricity to approximately 159 million residential, commercial, and industrial consumers.\nHowever, looking toward the future, the utilities sector finds itself at the forefront of the transition from carbon-based fuels to renewable energy sources. In the first half of 2023, the energy sector witnessed a significant shift, marked by the largest proportion of private sector involvement in infrastructure projects, according to the World Bank. Notably, renewable energy sources dominated the landscape, with 99% of new energy projects dedicated to renewable sources. The Inflation Reduction Act of 2022, the aforementioned Infrastructure Investment and Jobs Act, and the CHIPS and Science Act are anticipated to accelerate this transition by incentivizing the adoption of clean-energy alternatives and reducing greenhouse gas emissions, with forecasts indicating a potential doubling of the portion of US power generation from renewable sources by 2030.\nIn light of this, investors would do well to keep some of the best electrical infrastructure stocks on their radars, seeing as these companies are exposed to infrastructure spending in the US. Some notable names include the likes of NextEra Energy, Inc. (NYSE:NEE), PG&E Corporation (NYSE:PCG), and The Southern Company (NYSE:SO), among others listed below.\n A close-up of an electrical power line with a bright blue sky in the background, highlighting the company's selection of electricity and natural gas services. \nOur Methodology\nOur methodology for selecting the best electrical infrastructure stocks is based on hedge fund sentiment towards each stock. We evaluated hedge fund sentiment using Insider Monkey's database, which tracks 933 elite hedge funds as of the end of the fourth quarter of 2023. The list is organized in ascending order based on the number of hedge fund holders for each firm. It's worth noting that the top 10 consensus stock picks of hedge funds have outperformed the S&P 500 Index by over 140 percentage points over the last decade (see the details here).\n11. Edison International (NYSE:EIX)\nNumber of Hedge Fund Holders: 28\nEdison International (NYSE:EIX), along with its subsidiaries, is involved in the generation and distribution of electric power. Covering roughly a 50,000 square mile area in southern California, the company supplies electricity to residential, commercial, industrial, public authorities, agricultural, and other sectors. Furthermore, the company provides decarbonization and energy solutions to commercial, institutional, and industrial customers across North America and Europe.\nOn February 22, Edison International (NYSE:EIX) announced a quarterly dividend of $0.78 per share, which remain unchanged from the previous dividend. Shareholders will receive the dividend payment on April 30.\nAccording to Insider Monkey’s fourth quarter database, 28 hedge funds were bullish on Edison International (NYSE:EIX), same as the prior quarter. Richard S. Pzena’s Pzena Investment Management is the leading stakeholder of the company, with 13.3 million shares worth $950.7 million.\nMuch like NextEra Energy, Inc. (NYSE:NEE), PG&E Corporation (NYSE:PCG), and The Southern Company (NYSE:SO), Edison International (NYSE:EIX) is one of the best electrical infrastructure stocks to invest in.\n10. Consolidated Edison, Inc. (NYSE:ED)\nNumber of Hedge Fund Holders: 28\nConsolidated Edison, Inc. (NYSE:ED), commonly known as Con Edison (stylized as conEdison) or ConEd, provides a wide range of energy-related products and services to its customers through its subsidiaries. These include Consolidated Edison Company of New York, Inc., a regulated utility offering electric and gas service in New York City and Westchester County, New York, along with steam service in the borough of Manhattan. Additionally, Orange and Rockland Utilities, Inc. serves southeastern New York and northern New Jersey, while Con Edison Transmission, Inc. is engaged in activities related to transmission.\nOn February 15, Consolidated Edison, Inc. (NYSE:ED) announced a fourth-quarter non-GAAP EPS of $1.00, surpassing market expectations by $0.03. Additionally, the company declared a quarterly dividend of $0.83 per share on January 18. This dividend will be distributed to shareholders on March 15, with a record date of February 14.\nIn the fourth quarter, 28 hedge funds showed bullish sentiment towards Consolidated Edison, Inc. (NYSE:ED), compared to 27 funds in the previous quarter, as per Insider Monkey’s database. Among them, Ken Griffin’s Citadel Investment Group holds the largest stake in the company, with 879,923 shares valued at $80 million.\n9. Duke Energy Corporation (NYSE:DUK)\nNumber of Hedge Fund Holders: 30\nDuke Energy Corporation (NYSE:DUK) is an energy company based in the United States. Its operations are divided into two main segments: Electric Utilities and Infrastructure (EU&I), and Gas Utilities and Infrastructure (GU&I). Duke Energy Corporation (NYSE:DUK) is actively pursuing a clean energy transition plan aimed at achieving ambitious sustainability goals. This includes efforts to attain net-zero methane emissions from natural gas service and a 50% reduction in carbon emissions from electric generation by 2030.\nThe company has been making regular dividend payments to shareholders for the past 97 years and has raised its payouts for 12 consecutive years. On January 11, Duke Energy Corporation (NYSE:DUK) announced a quarterly dividend of $1.025 per share, consistent with its previous dividend. The dividend will be paid on March 18 to shareholders of record as of February 16.\nIn the fourth quarter, 30 hedge funds expressed bullish sentiment towards Duke Energy Corporation (NYSE:DUK), down from 39 funds in the previous quarter, according to Insider Monkey's database. Among these, Two Sigma Advisors, led by John Overdeck and David Siegel, holds a significant position in the company, with 733,100 shares valued at over $71 million.\n8. WEC Energy Group, Inc. (NYSE:WEC)\nNumber of Hedge Fund Holders: 31\nWEC Energy Group, Inc. (NYSE:WEC) is a prominent player in the regulated natural gas and electricity sectors, offering renewable and non-regulated renewable energy services across the United States. The company operates through six distinct segments, namely Wisconsin, Illinois, Other States, Electric Transmission, Non-Utility Energy Infrastructure, and Corporate and Other.\nWEC Energy Group, Inc. (NYSE:WEC) announced its fourth-quarter earnings results on February 1, reporting a non-GAAP EPS of $1.10. This figure surpassed Wall Street estimates by $0.02 per share, reflecting better-than-expected performance in earnings. However, the company's revenue for the quarter amounted to $2.22 billion, which fell short of market consensus by $510 million.\nAccording to Insider Monkey’s fourth quarter database, 31 hedge funds were long WEC Energy Group, Inc. (NYSE:WEC), compared to 25 funds in the last quarter. Israel Englander’s Millennium Management is the biggest stakeholder of the company, with 1.8 million shares worth $152.7 million.\n7. American Electric Power Company, Inc. (NASDAQ:AEP)\nNumber of Hedge Fund Holders: 32\nAmerican Electric Power Company, Inc. (NASDAQ:AEP) operates as a prominent electric public utility holding company in the United States. The company is primarily involved in generating, transmitting, and distributing electricity to a wide range of customers, including both retail and wholesale clients. Similar to its counterparts in the utility sector, American Electric Power Company, Inc. (NASDAQ:AEP) is making substantial investments in renewable energy initiatives. In November 2023, the company unveiled a $43 billion capital allocation plan spanning five years for this purpose.\nOn January 19, American Electric Power Company, Inc. (NASDAQ:AEP) announced a quarterly dividend of $0.88 per share, consistent with its previous dividend payout. The dividend was scheduled to be paid on March 8 to shareholders of record as of February 9.\nAccording to Insider Monkey’s fourth quarter database, 32 hedge funds held stakes in American Electric Power Company, Inc. (NASDAQ:AEP), compared to 39 funds in the last quarter. Eric W. Mandelblatt’s Soroban Capital Partners is a prominent stakeholder of the company, with approximately 2 million shares worth $159.5 million.\nSimilar to NextEra Energy, Inc. (NYSE:NEE), PG&E Corporation (NYSE:PCG), and The Southern Company (NYSE:SO), American Electric Power Company, Inc. (NASDAQ:AEP) ranks as one of the best electrical infrastructure stocks to invest in.\n6. The Southern Company (NYSE:SO)\nNumber of Hedge Fund Holders: 36\nThe Southern Company (NYSE:SO) is a key player in the electricity sector, specializing in the generation, transmission, and distribution of electricity. Additionally, the company is actively involved in the development, construction, acquisition, ownership, and management of power generation assets, including renewable energy projects.\nOn February 15, The Southern Company (NYSE:SO) reported a fourth-quarter non-GAAP EPS of $0.64, surpassing analysts' expectations by $0.04. However, the company experienced a 14.2% year-over-year decline in revenue, totaling $6.05 billion, which fell short of market estimates by $1.32 billion.\nInsider Monkey's fourth-quarter database revealed that 36 hedge funds held bullish positions in The Southern Company (NYSE:SO), compared to 35 funds in the previous quarter. Among them, Paul Marshall and Ian Wace's Millennium Management emerged as the top position holder in the company, with a stake of 2 million shares valued at $162.8 million. \nClick to continue reading and see 5 Best Electrical Infrastructure Stocks to Buy Now. \nSuggested articles:\n\n12 Best Gold Mining Companies to Invest In According to Analysts\n13 High Growth Penny Stocks That Are Profitable\n20 Most Carbon Productive Companies in the World\n\nDisclosure: None. 11 Best Electrical Infrastructure Stocks to Buy Now is originally published on Insider Monkey.","news_type":1},"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":285428652851200,"gmtCreate":1710690563249,"gmtModify":1710690568382,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/285428652851200","repostId":"2374454025","repostType":2,"repost":{"id":"2374454025","pubTimestamp":1696870803,"share":"https://www.laohu8.com/m/news/2374454025?lang=&edition=full","pubTime":"2023-10-10 01:00","market":"us","language":"en","title":"Nano-X, InMode, Teva among notable Israel-based healthcare decliners","url":"https://stock-news.laohu8.com/highlight/detail?id=2374454025","media":"seekingalpha","summary":"Healthcare companies headquartered in Israel were trading lower in the U.S. on Monday after the country declared war on the Hamas organization, sparking a large-scale armed conflict in the Palestinian","content":"<html><body><ul> <li>Healthcare companies headquartered in Israel were trading lower in the U.S. on Monday after the country declared war on the Hamas organization, sparking a large-scale armed conflict in the Palestinian territory of Gaza.</li> <li>Notable decliners include Tel Aviv-based generic drugmaker<span> Teva Pharmaceutical Industries (</span><span>NYSE:TEVA</span><span>) and MedTech companies Nano-X Imaging (</span><span>NASDAQ:NNOX</span><span>) and InMode (</span><span>NASDAQ:INMD</span><span>).</span> </li> <li>Other Israel-based biopharma companies to fall include Kamada (KMDA), InterCure (INCR), Can-Fite BioPharma (CANF), Vascular Biogenics (VBLT), Gamida Cell (GMDA), Enlivex Therapeutics (ENLV), and Protalix BioTherapeutics (<span>NYSE:PLX</span>).</li> <li>Israel-based MedTech companies IceCure Medical (ICCM), BrainsWay (BWAY), Check-Cap (CHEK), and life sciences company Compugen (CGEN) were also among the notable decliners.</li> <li>Meanwhile, Israeli wound care company MediWound (MDWD) said Monday it is ready to meet the sudden demand for its NexoBrid burn solution in the wake of the conflict.</li> <li>“Hospitals and military forces have urgently requested NexoBrid supplies. To address this critical need, MediWound has deployed all its available NexoBrid inventory to aid the substantial number of burn victims,” MDWD said. </li> <li>Notably, PolyPid (PYPD), an Israeli-based nano-cap pharma company, is trading higher after announcing an upcoming Phase 3 readout on its lead asset, D-PLEX100, at a medical conference later this month. </li> </ul> <div> <h2>More on InMode, Nano-X, etc.</h2> <ul> <li>Full Of Potential Red Flags: Breaking Down Nano-X Imaging</li> <li>Nano-X Imaging: Cash Burn Makes It A Hold</li> <li>InMode: Bullish Support Failed To Materialize</li> <li>War between Israel and Hamas pushes U.S.-traded Israeli stocks lower</li> <li>Teva, <a href=\"https://laohu8.com/S/GCVRZ\">Sanofi</a> in pact for bowel disease therapy</li> </ul> </div></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nano-X, InMode, Teva among notable Israel-based healthcare decliners</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.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\">\nNano-X, InMode, Teva among notable Israel-based healthcare decliners\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-10 01:00 GMT+8 <a href=https://seekingalpha.com/news/4019178-nano-x-inmode-teva-among-notable-israel-based-healthcare-decliners><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Healthcare companies headquartered in Israel were trading lower in the U.S. on Monday after the country declared war on the Hamas organization, sparking a large-scale armed conflict in the Palestinian...</p>\n\n<a href=\"https://seekingalpha.com/news/4019178-nano-x-inmode-teva-among-notable-israel-based-healthcare-decliners\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1713753449/image_1713753449.jpg","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4139":"生物科技","TEVA":"梯瓦制药","BK4007":"制药","BK4566":"资本集团","CANF":"Can-Fite Biopharma Ltd","BK4557":"大麻股","CGEN":"Compugen医疗","PYPD":"PolyPid Ltd.","BK4082":"医疗保健设备","BK4559":"巴菲特持仓","BK4121":"生命科学工具和服务","BWAY":"Brainsway Ltd.","BK4588":"碎股","ICCM":"IceCure Medical Ltd.","CHEK":"Check Cap Ltd","NNOX":"Nano-X Imaging Ltd.","MDWD":"MediWound Ltd.","INCR":"Intercure Ltd","INMD":"InMode Ltd.","GMDA":"Gamida Cell Ltd.","KMDA":"Kamada Ltd.","BK4584":"避孕概念","ENLV":"Enlivex Therapeutics Ltd."},"source_url":"https://seekingalpha.com/news/4019178-nano-x-inmode-teva-among-notable-israel-based-healthcare-decliners","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2374454025","content_text":"Healthcare companies headquartered in Israel were trading lower in the U.S. on Monday after the country declared war on the Hamas organization, sparking a large-scale armed conflict in the Palestinian territory of Gaza. Notable decliners include Tel Aviv-based generic drugmaker Teva Pharmaceutical Industries (NYSE:TEVA) and MedTech companies Nano-X Imaging (NASDAQ:NNOX) and InMode (NASDAQ:INMD). Other Israel-based biopharma companies to fall include Kamada (KMDA), InterCure (INCR), Can-Fite BioPharma (CANF), Vascular Biogenics (VBLT), Gamida Cell (GMDA), Enlivex Therapeutics (ENLV), and Protalix BioTherapeutics (NYSE:PLX). Israel-based MedTech companies IceCure Medical (ICCM), BrainsWay (BWAY), Check-Cap (CHEK), and life sciences company Compugen (CGEN) were also among the notable decliners. Meanwhile, Israeli wound care company MediWound (MDWD) said Monday it is ready to meet the sudden demand for its NexoBrid burn solution in the wake of the conflict. “Hospitals and military forces have urgently requested NexoBrid supplies. To address this critical need, MediWound has deployed all its available NexoBrid inventory to aid the substantial number of burn victims,” MDWD said. Notably, PolyPid (PYPD), an Israeli-based nano-cap pharma company, is trading higher after announcing an upcoming Phase 3 readout on its lead asset, D-PLEX100, at a medical conference later this month. More on InMode, Nano-X, etc. Full Of Potential Red Flags: Breaking Down Nano-X Imaging Nano-X Imaging: Cash Burn Makes It A Hold InMode: Bullish Support Failed To Materialize War between Israel and Hamas pushes U.S.-traded Israeli stocks lower Teva, Sanofi in pact for bowel disease therapy","news_type":1},"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282306085019864,"gmtCreate":1709950769446,"gmtModify":1709950770823,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/282306085019864","repostId":"282013866618976","repostType":1,"repost":{"id":282013866618976,"gmtCreate":1709877068471,"gmtModify":1709898381190,"author":{"id":"37002306153600","authorId":"37002306153600","name":"小虎访谈","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"【小虎访谈】波波斯基:英伟达赚一套别墅!北大博士的1000%收益率之路如何炼成?","htmlText":"<a 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螺旋,资产和收入双重损失,类似美国1929-1933年. “只是损失资产,不损失收入”的日本模式,是当代人的债务通过政府甩给后代,他们不再能享受经济增长“损失资产,又损失收入”的美国模式,是当代人的债务自己承受,后代还能享受经济增长... 现在轮到某大国做选择了","listText":"日本化,说到底只是损失资产,不损失收入,是介于债务通缩螺旋和再通胀的中间状态,维持这个状态需要私人部门强劲的现金流,否则就是滑入债务通缩 螺旋,资产和收入双重损失,类似美国1929-1933年. “只是损失资产,不损失收入”的日本模式,是当代人的债务通过政府甩给后代,他们不再能享受经济增长“损失资产,又损失收入”的美国模式,是当代人的债务自己承受,后代还能享受经济增长... 现在轮到某大国做选择了","text":"日本化,说到底只是损失资产,不损失收入,是介于债务通缩螺旋和再通胀的中间状态,维持这个状态需要私人部门强劲的现金流,否则就是滑入债务通缩 螺旋,资产和收入双重损失,类似美国1929-1933年. “只是损失资产,不损失收入”的日本模式,是当代人的债务通过政府甩给后代,他们不再能享受经济增长“损失资产,又损失收入”的美国模式,是当代人的债务自己承受,后代还能享受经济增长... 现在轮到某大国做选择了","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/282305871499568","isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":280672539971744,"gmtCreate":1709552607261,"gmtModify":1709552611533,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"新兴市场投资机会","htmlText":"查看详情:<a href=\"https://tigr.link/6IjzfE\">新兴市场投资机会</a> 降息预期下的新兴市场投资机会 此帖仅开放于中国大陆用户","listText":"查看详情:<a href=\"https://tigr.link/6IjzfE\">新兴市场投资机会</a> 降息预期下的新兴市场投资机会 此帖仅开放于中国大陆用户","text":"查看详情:新兴市场投资机会 降息预期下的新兴市场投资机会 此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/ff98eccfaff055c5a7c86bee57069e0c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/280672539971744","isVote":1,"tweetType":1,"viewCount":675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":279329006268504,"gmtCreate":1709216974776,"gmtModify":1709216976159,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/279329006268504","repostId":"279125516693576","repostType":1,"repost":{"id":279125516693576,"gmtCreate":1709176854650,"gmtModify":1709177367826,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"Snowflake大跌给云市场敲响警钟?","htmlText":"<a href=\"https://laohu8.com/S/SNOW\">$Snowflake(SNOW)$</a> 盘后股价大跌23%,因其Q4财报公布后的两个负面消息,让市场信心不足。当季业绩仍然大超预期收入7.746亿美元,同比增长32%,高于市场预期的7.604亿美元;其中产品收入同比增长33%,达到7.381亿美元,高于预期的7.233亿美元。经调整后EPS为0.35美元,高于市场预期的0.18美元。期间的剩余履约义务(RPO)同比+41%,达到52亿美元,而用户留存率虽然有所下降,但依然很高Net Dollar Retention为131%。但公司同时公布了两个负面消息指引下降,2024年全年预计调整后的营运利润率将下降200个bps至6%。公司预计2025财年收入将大幅放缓,产品收入预计同比增长22%,远低于2024财年的38%增长。同时宣布了管理层的变动,CEO Frank Slootman将退休,由Sridhar Ramaswamy接替,立即生效投资要点一、Snowflake一直以“高增长、高估值“为特点吸引投资者,现在如果公司自己都认为收入和利润增长不如从前了,那么之前给定高增长模型的投资者可能需要给它重新估值。二、说明这可能是云数据增长等结构性趋势,包括其消费模型面临挑战,公司的净收入留存率也持续下降。因为当前不确定的IT支出环境,公司(客户)的支出增长步伐有所减缓,这也是为什么SNOW财报后大跌,也影响到包括 <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> 等巨头。三、管理层更迭。往往这种突如其来的换帅会让投资者担忧,主要是对未来战略的不确定性。另外,本次财报的管理层对消费需求恢复持谨慎态度","listText":"<a href=\"https://laohu8.com/S/SNOW\">$Snowflake(SNOW)$</a> 盘后股价大跌23%,因其Q4财报公布后的两个负面消息,让市场信心不足。当季业绩仍然大超预期收入7.746亿美元,同比增长32%,高于市场预期的7.604亿美元;其中产品收入同比增长33%,达到7.381亿美元,高于预期的7.233亿美元。经调整后EPS为0.35美元,高于市场预期的0.18美元。期间的剩余履约义务(RPO)同比+41%,达到52亿美元,而用户留存率虽然有所下降,但依然很高Net Dollar Retention为131%。但公司同时公布了两个负面消息指引下降,2024年全年预计调整后的营运利润率将下降200个bps至6%。公司预计2025财年收入将大幅放缓,产品收入预计同比增长22%,远低于2024财年的38%增长。同时宣布了管理层的变动,CEO Frank Slootman将退休,由Sridhar Ramaswamy接替,立即生效投资要点一、Snowflake一直以“高增长、高估值“为特点吸引投资者,现在如果公司自己都认为收入和利润增长不如从前了,那么之前给定高增长模型的投资者可能需要给它重新估值。二、说明这可能是云数据增长等结构性趋势,包括其消费模型面临挑战,公司的净收入留存率也持续下降。因为当前不确定的IT支出环境,公司(客户)的支出增长步伐有所减缓,这也是为什么SNOW财报后大跌,也影响到包括 <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> 等巨头。三、管理层更迭。往往这种突如其来的换帅会让投资者担忧,主要是对未来战略的不确定性。另外,本次财报的管理层对消费需求恢复持谨慎态度","text":"$Snowflake(SNOW)$ 盘后股价大跌23%,因其Q4财报公布后的两个负面消息,让市场信心不足。当季业绩仍然大超预期收入7.746亿美元,同比增长32%,高于市场预期的7.604亿美元;其中产品收入同比增长33%,达到7.381亿美元,高于预期的7.233亿美元。经调整后EPS为0.35美元,高于市场预期的0.18美元。期间的剩余履约义务(RPO)同比+41%,达到52亿美元,而用户留存率虽然有所下降,但依然很高Net Dollar Retention为131%。但公司同时公布了两个负面消息指引下降,2024年全年预计调整后的营运利润率将下降200个bps至6%。公司预计2025财年收入将大幅放缓,产品收入预计同比增长22%,远低于2024财年的38%增长。同时宣布了管理层的变动,CEO Frank Slootman将退休,由Sridhar Ramaswamy接替,立即生效投资要点一、Snowflake一直以“高增长、高估值“为特点吸引投资者,现在如果公司自己都认为收入和利润增长不如从前了,那么之前给定高增长模型的投资者可能需要给它重新估值。二、说明这可能是云数据增长等结构性趋势,包括其消费模型面临挑战,公司的净收入留存率也持续下降。因为当前不确定的IT支出环境,公司(客户)的支出增长步伐有所减缓,这也是为什么SNOW财报后大跌,也影响到包括 $亚马逊(AMZN)$ $谷歌A(GOOGL)$ 等巨头。三、管理层更迭。往往这种突如其来的换帅会让投资者担忧,主要是对未来战略的不确定性。另外,本次财报的管理层对消费需求恢复持谨慎态度","images":[{"img":"https://static.tigerbbs.com/a9a23600882b33b58e4d4a27196693bd","width":"630","height":"529"},{"img":"https://static.tigerbbs.com/1f19c7997452113c69ac3cb4856832a3","width":"1267","height":"543"},{"img":"https://static.tigerbbs.com/8ffa6885c90571aa0684660bcd13e738","width":"1335","height":"649"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/279125516693576","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":278909157765384,"gmtCreate":1709102851065,"gmtModify":1709102852426,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/278909157765384","repostId":"278895394566408","repostType":1,"repost":{"id":278895394566408,"gmtCreate":1709099490909,"gmtModify":1709101049803,"author":{"id":"4171778424358360","authorId":"4171778424358360","name":"乌鸦智能说","avatar":"https://static.tigerbbs.com/b836f6322b922dfad00c1cd88fef2a5f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"微软又投了一家大模型公司!“法国版OpenAI”刚刚发布新模型,对标GPT-4","htmlText":"昨晚,被称为“法国版 OpenAI”的Mistral AI,发布了其最新的顶级文本生成模型 Mistral Large。相比此前的模型,这次 Mistral AI 发布的版本性能更强,甚至直接对标OpenAI 的 GPT-4。 在发布最新模型的同时,Mistral Large还宣布,与微软达成深度合作。据外媒报道,微软收购了少数 Mistral AI 的股权。 这意味着,Mistral AI成为继OpenAI后,微软投资的第二家大模型公司,而Mistral AI 也将获得 OpenAI 同等待遇,直接将模型资源放在微软云当中售卖。 不过令人诧异的是,以开源公司出道的 Mistral AI ,此次并没有将这款新旗舰模型开源。这也引发了外界对其模型路线改变的诸多猜想。 / 01 / Mistral AI发布最新大模型,对标GPT-4 Mistral Large 是 Mistral AI 的最新旗舰版,特点是具备顶级的的推理能力,可用于处理复杂的多语言推理任务,涵盖文本理解、转换和代码生成等。 从官方披露的信息看,Mistral Large 在多项基准测试中表现优异,并取得了81.2%的好成绩,仅次于 GPT-4,并将Claude 2、Gemini Pro、GPT-3.5、Llama 2-70B等其他主流模型甩在身后。与此同时,Mistral Large还 具有以下特点: 32K 的上下文窗口,精准提取大型文档信息。 在英语、法语、西班牙语、德语和意大利语方面具有天然的流利度,对语法和文化背景有细腻的理解。 精确的指令跟随能力,便于开发者定制审核策略。 支持函数调用和输出模式限制,助力应用开发规模化和技术栈现代化。 在 MMLU、Hellas、WinoG 等多项常识和推理的基准测试中,Mistral Large 紧随 GPT-4 之后,远超其他模型。 多语言能力方面,Mistr","listText":"昨晚,被称为“法国版 OpenAI”的Mistral AI,发布了其最新的顶级文本生成模型 Mistral Large。相比此前的模型,这次 Mistral AI 发布的版本性能更强,甚至直接对标OpenAI 的 GPT-4。 在发布最新模型的同时,Mistral Large还宣布,与微软达成深度合作。据外媒报道,微软收购了少数 Mistral AI 的股权。 这意味着,Mistral AI成为继OpenAI后,微软投资的第二家大模型公司,而Mistral AI 也将获得 OpenAI 同等待遇,直接将模型资源放在微软云当中售卖。 不过令人诧异的是,以开源公司出道的 Mistral AI ,此次并没有将这款新旗舰模型开源。这也引发了外界对其模型路线改变的诸多猜想。 / 01 / Mistral AI发布最新大模型,对标GPT-4 Mistral Large 是 Mistral AI 的最新旗舰版,特点是具备顶级的的推理能力,可用于处理复杂的多语言推理任务,涵盖文本理解、转换和代码生成等。 从官方披露的信息看,Mistral Large 在多项基准测试中表现优异,并取得了81.2%的好成绩,仅次于 GPT-4,并将Claude 2、Gemini Pro、GPT-3.5、Llama 2-70B等其他主流模型甩在身后。与此同时,Mistral Large还 具有以下特点: 32K 的上下文窗口,精准提取大型文档信息。 在英语、法语、西班牙语、德语和意大利语方面具有天然的流利度,对语法和文化背景有细腻的理解。 精确的指令跟随能力,便于开发者定制审核策略。 支持函数调用和输出模式限制,助力应用开发规模化和技术栈现代化。 在 MMLU、Hellas、WinoG 等多项常识和推理的基准测试中,Mistral Large 紧随 GPT-4 之后,远超其他模型。 多语言能力方面,Mistr","text":"昨晚,被称为“法国版 OpenAI”的Mistral AI,发布了其最新的顶级文本生成模型 Mistral Large。相比此前的模型,这次 Mistral AI 发布的版本性能更强,甚至直接对标OpenAI 的 GPT-4。 在发布最新模型的同时,Mistral Large还宣布,与微软达成深度合作。据外媒报道,微软收购了少数 Mistral AI 的股权。 这意味着,Mistral AI成为继OpenAI后,微软投资的第二家大模型公司,而Mistral AI 也将获得 OpenAI 同等待遇,直接将模型资源放在微软云当中售卖。 不过令人诧异的是,以开源公司出道的 Mistral AI ,此次并没有将这款新旗舰模型开源。这也引发了外界对其模型路线改变的诸多猜想。 / 01 / Mistral AI发布最新大模型,对标GPT-4 Mistral Large 是 Mistral AI 的最新旗舰版,特点是具备顶级的的推理能力,可用于处理复杂的多语言推理任务,涵盖文本理解、转换和代码生成等。 从官方披露的信息看,Mistral Large 在多项基准测试中表现优异,并取得了81.2%的好成绩,仅次于 GPT-4,并将Claude 2、Gemini Pro、GPT-3.5、Llama 2-70B等其他主流模型甩在身后。与此同时,Mistral Large还 具有以下特点: 32K 的上下文窗口,精准提取大型文档信息。 在英语、法语、西班牙语、德语和意大利语方面具有天然的流利度,对语法和文化背景有细腻的理解。 精确的指令跟随能力,便于开发者定制审核策略。 支持函数调用和输出模式限制,助力应用开发规模化和技术栈现代化。 在 MMLU、Hellas、WinoG 等多项常识和推理的基准测试中,Mistral Large 紧随 GPT-4 之后,远超其他模型。 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</a>小买100万股","text":"$硅谷银行(SIVBQ)$ 小买100万股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659247059","isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326140140036312,"gmtCreate":1720625649752,"gmtModify":1720625651485,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326140140036312","repostId":"325716122902616","repostType":1,"repost":{"id":325716122902616,"gmtCreate":1720522235148,"gmtModify":1720532846242,"author":{"id":"4087422624240810","authorId":"4087422624240810","name":"AliceSam","avatar":"https://static.tigerbbs.com/77ff717dd7a06de56315c65060829a03","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"2024学习笔记之125 - 为什么读财报","htmlText":"[美金][爱心] 💪[爱心]坚持学习,坚持打卡!💪[美金][爱心] 最好的贵人,就是努力的自己[爱心] 💪[爱心] [美金] [你懂的] 认准了一条路,就不要打听他有多远,积硅步🏃🏃至千里💃💃! [握手] 努力成为我们自己喜欢的那种人,奔赴我们想要的生活[财迷] [握手][财迷] 有朋友问我,为什么要一直读财报啊,读了也没有见到我赚大钱啊,很多年的好朋友,问得也很真诚,不像是故意找茬的样子[笑哭]。不得不说,这句话 直插 心窝子 了 [喷血] 请我喝了三天的咖啡,才肯原谅她 [愤怒] 当时生气归生气,心里也是在反问自己的,这么辛辛苦苦的坚持阅读,坚持学习,口口声声要提升认知,提升自我,但是我已经坚持一年多了啊,并没有感觉到多少提升啊。[汗颜] 我自己反问内心的时候,也把这个问题抛给了我的家人,然后就收获了下面这份“鸡汤” ,好吧,乾坤未定时,你我皆黑马! 跟家里人讨论了一番后,心情好很多了,哈哈,有心事,不要藏在自己心里,跟家人朋友说说,就不会郁闷啦。其实大道理大家都懂,勤劳从来都不是大富大贵的必要条件 (不要杠,杠就是您对),但是勤劳 应该算得上 是 提高下限 的一个有效手段。不光是要身勤,眼勤,手勤,口勤,还要脑子一起勤。[邪恶] 再回到那个问题,我为什么要坚持读财报,我关注的这些公司,哪怕是同一家公司,每一个季度的财报我都要读一读,年度财报出来,我更加要细细的读一读。因为我觉得,买股票就是买公司,只有那个公司发展好,我们这些买股票的,才能能分享那个公司的胜利果实。如果我们买的股票的那家公司发展不怎么好,那么我们手上的股票价值也会下降。作为普通人,没有多少信息来源,更没有准确的内幕消息,我们怎么知道公司发展好不好呢?我认为研读财报就是了解一家公司的发展情况的","listText":"[美金][爱心] 💪[爱心]坚持学习,坚持打卡!💪[美金][爱心] 最好的贵人,就是努力的自己[爱心] 💪[爱心] [美金] [你懂的] 认准了一条路,就不要打听他有多远,积硅步🏃🏃至千里💃💃! [握手] 努力成为我们自己喜欢的那种人,奔赴我们想要的生活[财迷] [握手][财迷] 有朋友问我,为什么要一直读财报啊,读了也没有见到我赚大钱啊,很多年的好朋友,问得也很真诚,不像是故意找茬的样子[笑哭]。不得不说,这句话 直插 心窝子 了 [喷血] 请我喝了三天的咖啡,才肯原谅她 [愤怒] 当时生气归生气,心里也是在反问自己的,这么辛辛苦苦的坚持阅读,坚持学习,口口声声要提升认知,提升自我,但是我已经坚持一年多了啊,并没有感觉到多少提升啊。[汗颜] 我自己反问内心的时候,也把这个问题抛给了我的家人,然后就收获了下面这份“鸡汤” ,好吧,乾坤未定时,你我皆黑马! 跟家里人讨论了一番后,心情好很多了,哈哈,有心事,不要藏在自己心里,跟家人朋友说说,就不会郁闷啦。其实大道理大家都懂,勤劳从来都不是大富大贵的必要条件 (不要杠,杠就是您对),但是勤劳 应该算得上 是 提高下限 的一个有效手段。不光是要身勤,眼勤,手勤,口勤,还要脑子一起勤。[邪恶] 再回到那个问题,我为什么要坚持读财报,我关注的这些公司,哪怕是同一家公司,每一个季度的财报我都要读一读,年度财报出来,我更加要细细的读一读。因为我觉得,买股票就是买公司,只有那个公司发展好,我们这些买股票的,才能能分享那个公司的胜利果实。如果我们买的股票的那家公司发展不怎么好,那么我们手上的股票价值也会下降。作为普通人,没有多少信息来源,更没有准确的内幕消息,我们怎么知道公司发展好不好呢?我认为研读财报就是了解一家公司的发展情况的","text":"[美金][爱心] 💪[爱心]坚持学习,坚持打卡!💪[美金][爱心] 最好的贵人,就是努力的自己[爱心] 💪[爱心] [美金] [你懂的] 认准了一条路,就不要打听他有多远,积硅步🏃🏃至千里💃💃! [握手] 努力成为我们自己喜欢的那种人,奔赴我们想要的生活[财迷] [握手][财迷] 有朋友问我,为什么要一直读财报啊,读了也没有见到我赚大钱啊,很多年的好朋友,问得也很真诚,不像是故意找茬的样子[笑哭]。不得不说,这句话 直插 心窝子 了 [喷血] 请我喝了三天的咖啡,才肯原谅她 [愤怒] 当时生气归生气,心里也是在反问自己的,这么辛辛苦苦的坚持阅读,坚持学习,口口声声要提升认知,提升自我,但是我已经坚持一年多了啊,并没有感觉到多少提升啊。[汗颜] 我自己反问内心的时候,也把这个问题抛给了我的家人,然后就收获了下面这份“鸡汤” ,好吧,乾坤未定时,你我皆黑马! 跟家里人讨论了一番后,心情好很多了,哈哈,有心事,不要藏在自己心里,跟家人朋友说说,就不会郁闷啦。其实大道理大家都懂,勤劳从来都不是大富大贵的必要条件 (不要杠,杠就是您对),但是勤劳 应该算得上 是 提高下限 的一个有效手段。不光是要身勤,眼勤,手勤,口勤,还要脑子一起勤。[邪恶] 再回到那个问题,我为什么要坚持读财报,我关注的这些公司,哪怕是同一家公司,每一个季度的财报我都要读一读,年度财报出来,我更加要细细的读一读。因为我觉得,买股票就是买公司,只有那个公司发展好,我们这些买股票的,才能能分享那个公司的胜利果实。如果我们买的股票的那家公司发展不怎么好,那么我们手上的股票价值也会下降。作为普通人,没有多少信息来源,更没有准确的内幕消息,我们怎么知道公司发展好不好呢?我认为研读财报就是了解一家公司的发展情况的","images":[{"img":"https://static.tigerbbs.com/dcbb8cbace059e152b6b49f8b231b9fe","width":"828","height":"1259"},{"img":"https://static.tigerbbs.com/b67e2ed326f716056db73f03c6ef2ba7","width":"576","height":"783"},{"img":"https://static.tigerbbs.com/8fca62b0b23e3f5f5f693ea93821eb36","width":"776","height":"910"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325716122902616","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323299089318072,"gmtCreate":1719939454899,"gmtModify":1719939456874,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"明年底才降息?!","listText":"明年底才降息?!","text":"明年底才降息?!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323299089318072","repostId":"1170207919","repostType":4,"isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310736695718096,"gmtCreate":1716890787310,"gmtModify":1716890788913,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310736695718096","repostId":"310491056332968","repostType":1,"repost":{"id":310491056332968,"gmtCreate":1716814800000,"gmtModify":1716823056874,"author":{"id":"3524030243818067","authorId":"3524030243818067","name":"巴伦周刊","avatar":"https://static.tigerbbs.com/2a88e8bd37e8c66a6dfdca78e1466369","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"收益率曲线已倒挂19个月,为什么美国衰退还没来?","htmlText":"这一次衰退还未到的原因,是美联储正在扭曲收益率。去年12月去世的经济学家罗伯特·索洛(Robert Solow)曾经说,所有事都会让米尔顿·弗里德曼(Milton Friedman,美国著名经济学家,和索洛一样获得过诺贝尔经济学奖)想到货币供应量,然后他打趣说:“所有事都会让我想到性,但我不会把它写进论文里。”而我则可能会受到过度“痴迷”于收益率曲线的“指控”。从历史上看,收益率曲线的形状是一个预测未来经济状况的指标:收益率曲线通常是向上倾斜的,这意味着未来经济可能扩张;当收益率曲线向下倾斜、即倒挂时,常常是未来经济形势将变得更加严峻的预警信号,随之而来的是更低的利率。最能说明收益率曲线这一指标的威力有多大的,是美联储和债券市场之间“拉锯战”的结局。联邦基金利率的制定和调整由美联储决定,而债券市场历来可以根据自己对货币政策和经济的预期自由地为长期借贷成本定价。目前收益率曲线的两端都受到了美联储施加的影响力。美联储大规模购买美国国债和抵押贷款支持证券导致中期和长期收益率下降,扭曲了收益率曲线的形状。更重要的是,虽然美联储已经开始缩表,但之前的大规模债券购买所注入的流动性让金融环境变得更加宽松。坎贝尔·哈维(Campbell Harvey)是收益率曲线分析元老级的人物,他在1986年发表的博士论文中阐述了这一指标的可靠性。哈维现任杜克大学富库商学院教授,也是Research Affiliates的高级顾问和研究主管。他的研究表明,自1969年以来,之前的八次经济衰退都发生在3个月期美债收益率高于10年期美债收益率之后,收益率曲线倒挂之后金融环境收紧,经济不可避免地陷入衰退。2022年11月3个月期美债收益率高于10年期美债收益率以来,收益率曲线倒挂的现象已经持续了19个月,那么,这是否说明这一曾经令人敬畏的经济领先指标不管用了?哈维的答案:不是。哈维在一次采访中指出,上述时间间","listText":"这一次衰退还未到的原因,是美联储正在扭曲收益率。去年12月去世的经济学家罗伯特·索洛(Robert Solow)曾经说,所有事都会让米尔顿·弗里德曼(Milton Friedman,美国著名经济学家,和索洛一样获得过诺贝尔经济学奖)想到货币供应量,然后他打趣说:“所有事都会让我想到性,但我不会把它写进论文里。”而我则可能会受到过度“痴迷”于收益率曲线的“指控”。从历史上看,收益率曲线的形状是一个预测未来经济状况的指标:收益率曲线通常是向上倾斜的,这意味着未来经济可能扩张;当收益率曲线向下倾斜、即倒挂时,常常是未来经济形势将变得更加严峻的预警信号,随之而来的是更低的利率。最能说明收益率曲线这一指标的威力有多大的,是美联储和债券市场之间“拉锯战”的结局。联邦基金利率的制定和调整由美联储决定,而债券市场历来可以根据自己对货币政策和经济的预期自由地为长期借贷成本定价。目前收益率曲线的两端都受到了美联储施加的影响力。美联储大规模购买美国国债和抵押贷款支持证券导致中期和长期收益率下降,扭曲了收益率曲线的形状。更重要的是,虽然美联储已经开始缩表,但之前的大规模债券购买所注入的流动性让金融环境变得更加宽松。坎贝尔·哈维(Campbell Harvey)是收益率曲线分析元老级的人物,他在1986年发表的博士论文中阐述了这一指标的可靠性。哈维现任杜克大学富库商学院教授,也是Research Affiliates的高级顾问和研究主管。他的研究表明,自1969年以来,之前的八次经济衰退都发生在3个月期美债收益率高于10年期美债收益率之后,收益率曲线倒挂之后金融环境收紧,经济不可避免地陷入衰退。2022年11月3个月期美债收益率高于10年期美债收益率以来,收益率曲线倒挂的现象已经持续了19个月,那么,这是否说明这一曾经令人敬畏的经济领先指标不管用了?哈维的答案:不是。哈维在一次采访中指出,上述时间间","text":"这一次衰退还未到的原因,是美联储正在扭曲收益率。去年12月去世的经济学家罗伯特·索洛(Robert Solow)曾经说,所有事都会让米尔顿·弗里德曼(Milton Friedman,美国著名经济学家,和索洛一样获得过诺贝尔经济学奖)想到货币供应量,然后他打趣说:“所有事都会让我想到性,但我不会把它写进论文里。”而我则可能会受到过度“痴迷”于收益率曲线的“指控”。从历史上看,收益率曲线的形状是一个预测未来经济状况的指标:收益率曲线通常是向上倾斜的,这意味着未来经济可能扩张;当收益率曲线向下倾斜、即倒挂时,常常是未来经济形势将变得更加严峻的预警信号,随之而来的是更低的利率。最能说明收益率曲线这一指标的威力有多大的,是美联储和债券市场之间“拉锯战”的结局。联邦基金利率的制定和调整由美联储决定,而债券市场历来可以根据自己对货币政策和经济的预期自由地为长期借贷成本定价。目前收益率曲线的两端都受到了美联储施加的影响力。美联储大规模购买美国国债和抵押贷款支持证券导致中期和长期收益率下降,扭曲了收益率曲线的形状。更重要的是,虽然美联储已经开始缩表,但之前的大规模债券购买所注入的流动性让金融环境变得更加宽松。坎贝尔·哈维(Campbell Harvey)是收益率曲线分析元老级的人物,他在1986年发表的博士论文中阐述了这一指标的可靠性。哈维现任杜克大学富库商学院教授,也是Research Affiliates的高级顾问和研究主管。他的研究表明,自1969年以来,之前的八次经济衰退都发生在3个月期美债收益率高于10年期美债收益率之后,收益率曲线倒挂之后金融环境收紧,经济不可避免地陷入衰退。2022年11月3个月期美债收益率高于10年期美债收益率以来,收益率曲线倒挂的现象已经持续了19个月,那么,这是否说明这一曾经令人敬畏的经济领先指标不管用了?哈维的答案:不是。哈维在一次采访中指出,上述时间间","images":[{"img":"https://static.tigerbbs.com/badb311ffb754b5fa9989609a6485094"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310491056332968","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309353344507912,"gmtCreate":1716553376836,"gmtModify":1716553379078,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"//<a href=\"https://laohu8.com/U/3569893253045018\">@RENSHIHONG</a>: 这篇文章不错,转发给大家看看","listText":"//<a href=\"https://laohu8.com/U/3569893253045018\">@RENSHIHONG</a>: 这篇文章不错,转发给大家看看","text":"//@RENSHIHONG: 这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309353344507912","repostId":"2435654286","repostType":2,"repost":{"id":"2435654286","pubTimestamp":1715787647,"share":"https://www.laohu8.com/m/news/2435654286?lang=&edition=full","pubTime":"2024-05-15 23:40","market":"sg","language":"en","title":"Dividend picks by SA analysts: PFE, DVN, SBUX and LOW","url":"https://stock-news.laohu8.com/highlight/detail?id=2435654286","media":"seekingalpha","summary":"The temperament on Wall Street is mixed at the moment, split between analysts believing that the next leg up in a bull market is set to take place and others forecasting a bearish move lurking around ","content":"<html><body><div> <p>The temperament on Wall Street is mixed at the moment, split between analysts believing that the next leg up in a bull market is set to take place and others forecasting a bearish move lurking around the corner. For investors looking for<span> more safety, dividend picks can act as a strong source of security and income.</span></p> <p>While the dividend universe is vast, Seeking Alpha analysts have recently spotlighted some big-name companies as protentional dividend picks: Pfizer (<span>NYSE:PFE</span>), Devon Energy (<span>NYSE:DVN</span>), Starbucks (<span>NASDAQ:SBUX</span>), and Lowe's Companies (<span>NYSE:LOW</span>). See what SA analysts had to say below about each of these names:</p> <p><b>Pfizer (PFE)</b></p> <p>Paul Franke in Pfizer: Best Trading Momentum Since 2021 And 6% Yield: “Pfizer has been a losing investment for several years, but stronger trading momentum is starting to appear… An easily covered and safety-minded 6% dividend yield is very attractive today. PFE stock could prove one of the smartest defensive plays to own the rest of 2024 and into 2025.”</p> <p><b>Devon Energy (DVN</b>)</p> <p>Leo Nelissen in Devon Energy Believes It Offers '<a href=\"https://laohu8.com/S/RDR.SI\">Incredible</a> Value' - I Agree: “While this is a very low dividend, I have little doubt that the company will find the right balance between buybacks and dividends, making the stock a great investment for both income-focused investors and the ones who like buybacks.”</p> <p><b>Starbucks (SBUX)</b></p> <p>Jason Fieber in Starbucks: A Profitable Blue Chip Dividend Growth Stock: “Starbucks has increased its dividend for 14 consecutive years. The 10-year dividend growth rate of 17.1% shows how generous Starbucks has been with its dividend raises, although more recent dividend increases have slowed into a high single-digit range.”</p> <p><b>Lowe's Companies (LOW)</b></p> <p>Harvesting Dividends in Lowe's Among 9 Companies To Announce Dividend Increases In Second Half Of May: “Along with boosting its dividend, the company returns free cash flow to investors through stock buybacks; since 2019, the company has repurchased 25% of its outstanding shares.”</p> <p>Additionally, investors looking for a more diversified approach to dividend investing, here are some of Wall Street's largest dividend focused ETFs:</p> <ul> <li>Vanguard Dividend Appreciation ETF (VIG).</li> <li>Vanguard High Dividend Yield Index ETF (VYM).</li> <li><a href=\"https://laohu8.com/S/SCHD\">Schwab US Dividend Equity ETF</a> (SCHD).</li> <li><a href=\"https://laohu8.com/S/DGRO\">iShares Core Dividend Growth ETF</a> (DGRO).</li> <li>SPDR S&P Dividend ETF (SDY).</li> <li><a href=\"https://laohu8.com/S/EEMA\">iShares</a> Select Dividend ETF (DVY).</li> </ul> </div> </body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dividend picks by SA analysts: PFE, DVN, SBUX and LOW</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\">\nDividend picks by SA analysts: PFE, DVN, SBUX and LOW\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-15 23:40 GMT+8 <a href=https://seekingalpha.com/news/4106553-dividend-picks-by-sa-analysts-pfe-dvn-sbux-and-low><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The temperament on Wall Street is mixed at the moment, split between analysts believing that the next leg up in a bull market is set to take place and others forecasting a bearish move lurking around ...</p>\n\n<a href=\"https://seekingalpha.com/news/4106553-dividend-picks-by-sa-analysts-pfe-dvn-sbux-and-low\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1503371245/image_1503371245.jpg","relate_stocks":{"DVN":"德文能源","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","SDY":"股息指数ETF-SPDR S&P","SG9999002224.SGD":"Allianz Global High Payout SGD","DGRO":"iShares Core Dividend Growth ETF","BK4568":"美国抗疫概念","DVN.AU":"Devine","BK4550":"红杉资本持仓","BK4588":"碎股","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","BK7095":"多种金属与采矿","VYM":"红利股ETF-Vanguard","BK4083":"家庭装潢零售","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0122379950.USD":"贝莱德世界健康科学A2","FDN":"First Trust Dow Jones Internet I","VIG.AU":"VICTOR GROUP HOLDINGS LTD","SG9999001176.USD":"United Global Healthcare Acc USD","LU0882574139.USD":"富达环球消费行业基金A ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","PFE.AU":"PANTERA MINERALS LTD","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","SG9999013999.USD":"UOB UNITED GLOBAL HEALTHCARE FUND (USDHDG) INC","SG9999001176.SGD":"UOB UNITED GLOBAL HEALTHCARE \"SGD\" (ACC)","SGXZ57979304.SGD":"United Global Healthcare A Acc SGD-H","VIG":"股利增长指数ETF-Vanguard","BK4213":"石油与天然气的勘探与生产","BK7043":"互联网服务与基础架构","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","SCHD":"Schwab US Dividend Equity ETF","PFE":"辉瑞","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LOW":"劳氏","BK4532":"文艺复兴科技持仓","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","BK4585":"ETF&股票定投概念","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU1057294990.SGD":"Blackrock World Healthscience A2 SGD-H","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0289739699.SGD":"AB INTERNATIONAL HEALTH CARE PORTFOLIO \"A\" (SGD) ACC","LU0256331488.USD":"SCHRODER ISF GLOBAL ENERGY \"A\" ACC","SBUX":"星巴克","DVY":"股息指数ETF-iShares Dow Jones","BK4533":"AQR资本管理(全球第二大对冲基金)","SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc"},"source_url":"https://seekingalpha.com/news/4106553-dividend-picks-by-sa-analysts-pfe-dvn-sbux-and-low","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2435654286","content_text":"The temperament on Wall Street is mixed at the moment, split between analysts believing that the next leg up in a bull market is set to take place and others forecasting a bearish move lurking around the corner. For investors looking for more safety, dividend picks can act as a strong source of security and income. While the dividend universe is vast, Seeking Alpha analysts have recently spotlighted some big-name companies as protentional dividend picks: Pfizer (NYSE:PFE), Devon Energy (NYSE:DVN), Starbucks (NASDAQ:SBUX), and Lowe's Companies (NYSE:LOW). See what SA analysts had to say below about each of these names: Pfizer (PFE) Paul Franke in Pfizer: Best Trading Momentum Since 2021 And 6% Yield: “Pfizer has been a losing investment for several years, but stronger trading momentum is starting to appear… An easily covered and safety-minded 6% dividend yield is very attractive today. PFE stock could prove one of the smartest defensive plays to own the rest of 2024 and into 2025.” Devon Energy (DVN) Leo Nelissen in Devon Energy Believes It Offers 'Incredible Value' - I Agree: “While this is a very low dividend, I have little doubt that the company will find the right balance between buybacks and dividends, making the stock a great investment for both income-focused investors and the ones who like buybacks.” Starbucks (SBUX) Jason Fieber in Starbucks: A Profitable Blue Chip Dividend Growth Stock: “Starbucks has increased its dividend for 14 consecutive years. The 10-year dividend growth rate of 17.1% shows how generous Starbucks has been with its dividend raises, although more recent dividend increases have slowed into a high single-digit range.” Lowe's Companies (LOW) Harvesting Dividends in Lowe's Among 9 Companies To Announce Dividend Increases In Second Half Of May: “Along with boosting its dividend, the company returns free cash flow to investors through stock buybacks; since 2019, the company has repurchased 25% of its outstanding shares.” Additionally, investors looking for a more diversified approach to dividend investing, here are some of Wall Street's largest dividend focused ETFs: Vanguard Dividend Appreciation ETF (VIG). Vanguard High Dividend Yield Index ETF (VYM). Schwab US Dividend Equity ETF (SCHD). iShares Core Dividend Growth ETF (DGRO). SPDR S&P Dividend ETF (SDY). iShares Select Dividend ETF (DVY).","news_type":1},"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308863309451432,"gmtCreate":1716433917603,"gmtModify":1716433919164,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"哦","listText":"哦","text":"哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308863309451432","repostId":"2435648248","repostType":2,"repost":{"id":"2435648248","pubTimestamp":1715833140,"share":"https://www.laohu8.com/m/news/2435648248?lang=&edition=full","pubTime":"2024-05-16 12:19","market":"us","language":"zh","title":"CIC与GE Vernova达成战略合作 解锁绿氢“2美元时代”","url":"https://stock-news.laohu8.com/highlight/detail?id=2435648248","media":"中国网科技","summary":"GE Vernova将聚焦全球能源转型业务和机遇。CIC与GE Vernova的合作,对重塑传统氢气产业具有重要意义,其目标的实现会将全球氢气生产带入最低碳排放、最广泛生产环境、最具竞争力价格的快速发展轨道。CIC与GE Vernova的这一合作,以及在绿泉项目中采用的创新性模块化方式,将证明在绿氢大规模产业化进程中,灵活、可扩展、环保与经济高效的生产模式是可以兼得的。","content":"<html><body><article><p>5月16日消息,Climate Impact Corporation(“CIC”)今天宣布与GE Vernova(GEV.US)完成战略合作协议签署,双方将共同开发高效绿氢生产模块,旨在实现绿氢生产成本2美元/公斤,该目标一经实现,对全球绿氢大规模产业化生产领域具有重要意义,将推动绿氢产业的强劲发展。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240516122753623v206f7k9a0rsf3r\"/><p>5月14日,全球大型绿氢项目投资、开发、运营商CIC和GE Vernova的能源转型服务(Power Conversion)在鹿特丹举办的全球氢能高峰会(World Hydrogen Summit)上签署上述协议,CIC的旗舰项目Green Springs (“绿泉项目”)将作为双方合作的首个建设模块。这一位于澳大利亚北领地州的10GW全离网绿氢项目,总投资高达100亿美元,项目计划部署2150套模块,全部投产后年产绿氢将超过50万吨,预计年产值超过10亿美元。</p><p>据介绍,每个模块集成了创新设计的设备和系统,可利用离网间歇式可再生能源生产低碳氢气,无需连接传统电网、城镇公用基础设施,也无需使用当地水源或进行海水淡化。这种模块化技术解决方案将为全球各地拥有极佳光伏资源——通常为缺水的地区,开辟低成本生产绿氢的新机遇,因为它们无需配套昂贵的基础设施。绿泉项目将证明, 可在干旱地区摆脱对本地水资源和海水淡化的依赖,大规模生产绿氢。</p><p>2021年,通用电气(GE)宣布将“一分为三”,其中,GE原有的可再生能源、发电和数字集团将合并成为新的能源公司,GE Vernova,并在今年4月2日在<a href=\"https://laohu8.com/S/NYSE\">纽交所</a>上市。GE Vernova将聚焦全球能源转型业务和机遇。</p><p>CIC董事长David Green表示,“CIC很高兴能与碳中和领域的领先专家GE Vernova达成紧密合作,一起重塑传统氢气产业。这一合作令人振奋,将助力CIC早日实现低成本生产绿氢的目标。”</p><p>GE Vernova能源转型服务执行董事Olivier Jamart表示,“实现每公斤2美元的绿氢生产价格,需要突破传统生产模式。Green Springs项目每公斤2美元的目标,需要我们在技术上有颠覆性创新。凭借在交直流耦合电力电子系统的专业能力,加之在关键行业积累的能源管理系统经验,我有信心,GE Vernova将秉持系统化设计理念,不断提升生产效率、设备可用性和可维护性,为实现目标保驾护航。”</p><p>CIC与GE Vernova的合作,对重塑传统氢气产业具有重要意义,其目标的实现会将全球氢气生产带入最低碳排放、最广泛生产环境、最具竞争力价格的快速发展轨道。CIC也将和中国主力氢能设备厂商合作,融入模块化生产的全球供应链,建立海外生产基地,利用产业优势提升产品性价比,推动绿氢生产进入“2美元时代”。</p><p>据了解,绿泉项目目前正在进行BOP阶段的开发工作。项目有望带动全球相似气候条件下模块化生产绿氢技术的广泛应用,进一步释放能源行业及市场化能源企业的发展潜力。</p><p>绿氢在全球减排进程中扮演着关键角色,但各个国家和地区的政府、企业和投资者均面临一个共同挑战——如何在兼顾可持续性的同时降低绿氢生产成本, 同时,地方社区也希望能源项目的开发能够尊重并融入当地环境,而非忽视环境因素带来的潜在影响。CIC与GE Vernova的这一合作,以及在绿泉项目中采用的创新性模块化方式,将证明在绿氢大规模产业化进程中,灵活、可扩展、环保与经济高效的生产模式是可以兼得的。</p></article></body></html>","source":"tencent","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>CIC与GE Vernova达成战略合作 解锁绿氢“2美元时代”</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCIC与GE Vernova达成战略合作 解锁绿氢“2美元时代”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-16 12:19 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405161227568b0d7142&s=b><strong>中国网科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月16日消息,Climate Impact Corporation(“CIC”)今天宣布与GE Vernova(GEV.US)完成战略合作协议签署,双方将共同开发高效绿氢生产模块,旨在实现绿氢生产成本2美元/公斤,该目标一经实现,对全球绿氢大规模产业化生产领域具有重要意义,将推动绿氢产业的强劲发展。5月14日,全球大型绿氢项目投资、开发、运营商CIC和GE Vernova的能源转型服务(...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405161227568b0d7142&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","BK4182":"重型电气设备","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1093756168.USD":"FRANKLIN K2 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(“绿泉项目”)将作为双方合作的首个建设模块。这一位于澳大利亚北领地州的10GW全离网绿氢项目,总投资高达100亿美元,项目计划部署2150套模块,全部投产后年产绿氢将超过50万吨,预计年产值超过10亿美元。据介绍,每个模块集成了创新设计的设备和系统,可利用离网间歇式可再生能源生产低碳氢气,无需连接传统电网、城镇公用基础设施,也无需使用当地水源或进行海水淡化。这种模块化技术解决方案将为全球各地拥有极佳光伏资源——通常为缺水的地区,开辟低成本生产绿氢的新机遇,因为它们无需配套昂贵的基础设施。绿泉项目将证明, 可在干旱地区摆脱对本地水资源和海水淡化的依赖,大规模生产绿氢。2021年,通用电气(GE)宣布将“一分为三”,其中,GE原有的可再生能源、发电和数字集团将合并成为新的能源公司,GE Vernova,并在今年4月2日在纽交所上市。GE Vernova将聚焦全球能源转型业务和机遇。CIC董事长David Green表示,“CIC很高兴能与碳中和领域的领先专家GE Vernova达成紧密合作,一起重塑传统氢气产业。这一合作令人振奋,将助力CIC早日实现低成本生产绿氢的目标。”GE Vernova能源转型服务执行董事Olivier Jamart表示,“实现每公斤2美元的绿氢生产价格,需要突破传统生产模式。Green Springs项目每公斤2美元的目标,需要我们在技术上有颠覆性创新。凭借在交直流耦合电力电子系统的专业能力,加之在关键行业积累的能源管理系统经验,我有信心,GE Vernova将秉持系统化设计理念,不断提升生产效率、设备可用性和可维护性,为实现目标保驾护航。”CIC与GE Vernova的合作,对重塑传统氢气产业具有重要意义,其目标的实现会将全球氢气生产带入最低碳排放、最广泛生产环境、最具竞争力价格的快速发展轨道。CIC也将和中国主力氢能设备厂商合作,融入模块化生产的全球供应链,建立海外生产基地,利用产业优势提升产品性价比,推动绿氢生产进入“2美元时代”。据了解,绿泉项目目前正在进行BOP阶段的开发工作。项目有望带动全球相似气候条件下模块化生产绿氢技术的广泛应用,进一步释放能源行业及市场化能源企业的发展潜力。绿氢在全球减排进程中扮演着关键角色,但各个国家和地区的政府、企业和投资者均面临一个共同挑战——如何在兼顾可持续性的同时降低绿氢生产成本, 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3.2%。$标普500(.SPX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308613423783952","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308021225910288,"gmtCreate":1716222476620,"gmtModify":1716222478333,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308021225910288","repostId":"308010379919664","repostType":1,"repost":{"id":308010379919664,"gmtCreate":1716219688848,"gmtModify":1716219990330,"author":{"id":"3523034181340639","authorId":"3523034181340639","name":"杰森Lu","avatar":"https://static.tigerbbs.com/3c399018e47fa540965ed41f3bac57d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"NVDA一季度财报前瞻","htmlText":"英伟达即将在本周三下午公布一季度财报,华尔街预期$5.57 EPS 和 $24.57B的营收, 二季度指引 $5.92 EPS 和$26.57B的营收,FY25全年展望$25 EPS (93%年增长), $112.36B (84.5%年增长)。由于四季度财报的超预期,分析师们最近三个月上调了20%的增长预期,这也让英伟达这次财报超预期的难度增大。估值现在股价较上季度财报前上涨37%,较财报后一天上涨18%,按股价$925估值: 市盈率77.5x, Forward P/E 37x. 市销率37.4x, Forward P/S 20.3x。 英伟达上季度财报超预期后一天上涨16.4%, 过去八个财报6次财报后收涨,平均涨幅12.4%,本周期权价格预计股价上下波动9.6% ($836-1014), IV 84.2%,6月月期权价格预计五周内股价上下波动13.5%($800-1050), IV 53.9%。我在上个季度财报点评里面说过,英伟达估值不便宜,但英伟达的体型和增速让投资者不能把他当作一个普通的科技股或者成长股,这是一个营收比去年多$51.5B的公司,净利润比去年多赚$30-32B的公司,人工智能浪潮的黄金铲子。个人操作4月份在$750加仓抄底了英伟达,在$910减仓了一半股票,都有披露。聊聊公司英伟达现在是世界上最值钱的半导体公司,其设计的显卡在游戏,数据处理,自动驾驶,机器人,AR/VR, 人工智能上面都能发挥非常突出的效果,其CUDA平台和构架让开发者可以进行深度学习,机器学习,大语言模型训练。GeForce显卡系列称霸游戏行业和主机市场,特斯拉使用英伟达GPU训练自动驾驶,用于专业图形设计和动画制作的Quadro, OpenAI使用英伟达GPU来支持AI迭代ChatGPT4o, Meta和TikTok使用H100芯片来支持用户AI算法, 投资英国半导体巨头Arm H","listText":"英伟达即将在本周三下午公布一季度财报,华尔街预期$5.57 EPS 和 $24.57B的营收, 二季度指引 $5.92 EPS 和$26.57B的营收,FY25全年展望$25 EPS (93%年增长), $112.36B (84.5%年增长)。由于四季度财报的超预期,分析师们最近三个月上调了20%的增长预期,这也让英伟达这次财报超预期的难度增大。估值现在股价较上季度财报前上涨37%,较财报后一天上涨18%,按股价$925估值: 市盈率77.5x, Forward P/E 37x. 市销率37.4x, Forward P/S 20.3x。 英伟达上季度财报超预期后一天上涨16.4%, 过去八个财报6次财报后收涨,平均涨幅12.4%,本周期权价格预计股价上下波动9.6% ($836-1014), IV 84.2%,6月月期权价格预计五周内股价上下波动13.5%($800-1050), IV 53.9%。我在上个季度财报点评里面说过,英伟达估值不便宜,但英伟达的体型和增速让投资者不能把他当作一个普通的科技股或者成长股,这是一个营收比去年多$51.5B的公司,净利润比去年多赚$30-32B的公司,人工智能浪潮的黄金铲子。个人操作4月份在$750加仓抄底了英伟达,在$910减仓了一半股票,都有披露。聊聊公司英伟达现在是世界上最值钱的半导体公司,其设计的显卡在游戏,数据处理,自动驾驶,机器人,AR/VR, 人工智能上面都能发挥非常突出的效果,其CUDA平台和构架让开发者可以进行深度学习,机器学习,大语言模型训练。GeForce显卡系列称霸游戏行业和主机市场,特斯拉使用英伟达GPU训练自动驾驶,用于专业图形设计和动画制作的Quadro, OpenAI使用英伟达GPU来支持AI迭代ChatGPT4o, Meta和TikTok使用H100芯片来支持用户AI算法, 投资英国半导体巨头Arm H","text":"英伟达即将在本周三下午公布一季度财报,华尔街预期$5.57 EPS 和 $24.57B的营收, 二季度指引 $5.92 EPS 和$26.57B的营收,FY25全年展望$25 EPS (93%年增长), $112.36B (84.5%年增长)。由于四季度财报的超预期,分析师们最近三个月上调了20%的增长预期,这也让英伟达这次财报超预期的难度增大。估值现在股价较上季度财报前上涨37%,较财报后一天上涨18%,按股价$925估值: 市盈率77.5x, Forward P/E 37x. 市销率37.4x, Forward P/S 20.3x。 英伟达上季度财报超预期后一天上涨16.4%, 过去八个财报6次财报后收涨,平均涨幅12.4%,本周期权价格预计股价上下波动9.6% ($836-1014), IV 84.2%,6月月期权价格预计五周内股价上下波动13.5%($800-1050), IV 53.9%。我在上个季度财报点评里面说过,英伟达估值不便宜,但英伟达的体型和增速让投资者不能把他当作一个普通的科技股或者成长股,这是一个营收比去年多$51.5B的公司,净利润比去年多赚$30-32B的公司,人工智能浪潮的黄金铲子。个人操作4月份在$750加仓抄底了英伟达,在$910减仓了一半股票,都有披露。聊聊公司英伟达现在是世界上最值钱的半导体公司,其设计的显卡在游戏,数据处理,自动驾驶,机器人,AR/VR, 人工智能上面都能发挥非常突出的效果,其CUDA平台和构架让开发者可以进行深度学习,机器学习,大语言模型训练。GeForce显卡系列称霸游戏行业和主机市场,特斯拉使用英伟达GPU训练自动驾驶,用于专业图形设计和动画制作的Quadro, OpenAI使用英伟达GPU来支持AI迭代ChatGPT4o, Meta和TikTok使用H100芯片来支持用户AI算法, 投资英国半导体巨头Arm H","images":[{"img":"https://static.tigerbbs.com/4c36ab28e83dbe1b94a7c2d4f41e306f","width":"590","height":"221"},{"img":"https://static.tigerbbs.com/c823b28be64b10f850ab095072cc119e","width":"980","height":"664"},{"img":"https://static.tigerbbs.com/b10f319b3a98580371c68eb4fe2a2784","width":"663","height":"341"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308010379919664","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307919424397496,"gmtCreate":1716197575458,"gmtModify":1716197576980,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307919424397496","repostId":"306853503467536","repostType":1,"repost":{"id":306853503467536,"gmtCreate":1715949974703,"gmtModify":1715951929689,"author":{"id":"3576047870878731","authorId":"3576047870878731","name":"Alter聊科技","avatar":"https://static.tigerbbs.com/cd9635c894cbdce58c500b028852ca62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"AIPC的“名利场”里,Wintel联盟还有机会吗?","htmlText":"<a href=\"https://laohu8.com/S/03396\">$联想控股(03396)$</a> 、华硕、华为、荣耀、三星、雷神……几乎所有的主流PC厂商都推出了AIPC产品。不管你是否理解、是否认同AIPC的理念,在终端厂商自上而下地推动下,属于AIPC的时代都已经到来。 PC重新主流视线的同时,暗淡了多年的Wintel联盟也找回存在感:目前已经推出AIPC的厂商,大多数选择了 <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 的酷睿Ultra系列处理器,而在操作系统上依然绕不过Windows。 以至于不久前在台北举办的开发者活动中,英特尔和 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 罕见地联合发声,为AIPC给出了新的定义:须配备NPU、CPU和GPU,并支持微软的Copilot,且键盘上直接配有Copilot物理按键。 企图不言而喻。可问题在于,曾错失移动端的Wintel联盟,是否还有能力继续辖制下游的PC厂商呢? 01 强敌环伺的英特尔 2000年10月,《财富》杂质刊登了一篇题为《他们的统治结束了》的文章,暗示垄断市场近20年的Wintel联盟即将崩塌:“在新的、更多样化的IT世界里,互联网协议将一切紧密连接,昔日的瓶颈已然不复存在,他们的统治地位也因此动摇。” 回头来看,《财富》的预言似乎只说对了一半,英特尔的市值在2000年一落千丈,至今都没能回到20多年前的高峰。而微软幸运的抓住了移动和云的风口,现在已经是市值超过3万亿美元的巨无霸。 如果说AIPC寄托了微软守住桌面市场的希望,对英特尔则是一场不容失败的生死之战,注定了英特尔要不遗余力地为AIPC摇旗呐喊。 早在2023年9月,英特尔就提出了AIPC的概念,并在2023年底推出了代","listText":"<a href=\"https://laohu8.com/S/03396\">$联想控股(03396)$</a> 、华硕、华为、荣耀、三星、雷神……几乎所有的主流PC厂商都推出了AIPC产品。不管你是否理解、是否认同AIPC的理念,在终端厂商自上而下地推动下,属于AIPC的时代都已经到来。 PC重新主流视线的同时,暗淡了多年的Wintel联盟也找回存在感:目前已经推出AIPC的厂商,大多数选择了 <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 的酷睿Ultra系列处理器,而在操作系统上依然绕不过Windows。 以至于不久前在台北举办的开发者活动中,英特尔和 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 罕见地联合发声,为AIPC给出了新的定义:须配备NPU、CPU和GPU,并支持微软的Copilot,且键盘上直接配有Copilot物理按键。 企图不言而喻。可问题在于,曾错失移动端的Wintel联盟,是否还有能力继续辖制下游的PC厂商呢? 01 强敌环伺的英特尔 2000年10月,《财富》杂质刊登了一篇题为《他们的统治结束了》的文章,暗示垄断市场近20年的Wintel联盟即将崩塌:“在新的、更多样化的IT世界里,互联网协议将一切紧密连接,昔日的瓶颈已然不复存在,他们的统治地位也因此动摇。” 回头来看,《财富》的预言似乎只说对了一半,英特尔的市值在2000年一落千丈,至今都没能回到20多年前的高峰。而微软幸运的抓住了移动和云的风口,现在已经是市值超过3万亿美元的巨无霸。 如果说AIPC寄托了微软守住桌面市场的希望,对英特尔则是一场不容失败的生死之战,注定了英特尔要不遗余力地为AIPC摇旗呐喊。 早在2023年9月,英特尔就提出了AIPC的概念,并在2023年底推出了代","text":"$联想控股(03396)$ 、华硕、华为、荣耀、三星、雷神……几乎所有的主流PC厂商都推出了AIPC产品。不管你是否理解、是否认同AIPC的理念,在终端厂商自上而下地推动下,属于AIPC的时代都已经到来。 PC重新主流视线的同时,暗淡了多年的Wintel联盟也找回存在感:目前已经推出AIPC的厂商,大多数选择了 $英特尔(INTC)$ 的酷睿Ultra系列处理器,而在操作系统上依然绕不过Windows。 以至于不久前在台北举办的开发者活动中,英特尔和 $微软(MSFT)$ 罕见地联合发声,为AIPC给出了新的定义:须配备NPU、CPU和GPU,并支持微软的Copilot,且键盘上直接配有Copilot物理按键。 企图不言而喻。可问题在于,曾错失移动端的Wintel联盟,是否还有能力继续辖制下游的PC厂商呢? 01 强敌环伺的英特尔 2000年10月,《财富》杂质刊登了一篇题为《他们的统治结束了》的文章,暗示垄断市场近20年的Wintel联盟即将崩塌:“在新的、更多样化的IT世界里,互联网协议将一切紧密连接,昔日的瓶颈已然不复存在,他们的统治地位也因此动摇。” 回头来看,《财富》的预言似乎只说对了一半,英特尔的市值在2000年一落千丈,至今都没能回到20多年前的高峰。而微软幸运的抓住了移动和云的风口,现在已经是市值超过3万亿美元的巨无霸。 如果说AIPC寄托了微软守住桌面市场的希望,对英特尔则是一场不容失败的生死之战,注定了英特尔要不遗余力地为AIPC摇旗呐喊。 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href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>将投资约10亿美元,通过支持建设Proa和Taihei两条全新的海底电缆改善美国和日本之间的数字化连接。据了解,这一消息是在日本首相岸田文雄访问美国,与美国总统拜登会面并加强两国防务与安全合作之际所宣布。据悉,<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>将与几家合作伙伴进行合作,其中包括KDDI、Arteria Networks、Citadel Pacific以及北马里亚纳群岛联邦(CNMI)。这些海底电缆是扩大<a href=\"https://laohu8.com/S/601099\">$太平洋(601099)$</a>连接计划的一部分,将在美国大陆和日本之间建立新的光纤线路,以支持谷歌的日本数字化市场计划。据该公司称,此举还将提高美国、日本和一些<a href=\"https://laohu8.com/S/601099\">$太平洋(601099)$</a>岛屿国家和地区之间数字化连接模式的可靠性。有资料显示,Proa海底电缆将连接美国、日本、CNMI和关岛,而Taihei海底电缆将连接美国、日本和夏威夷。谷歌还将出资支持建设连接夏威夷、CNMI和关岛的大型互联电缆。美国和日本在一份联合声明中表示:“在去年10月美国和澳大利亚共同资助海底电缆计划的基础上,美国和日本计划与志同道合的伙伴合作,建立可信的、更有弹性的网络,并打算为太平洋地区提供海底电缆给予资金支持。” <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>","listText":"美国科技巨头<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>将投资约10亿美元,通过支持建设Proa和Taihei两条全新的海底电缆改善美国和日本之间的数字化连接。据了解,这一消息是在日本首相岸田文雄访问美国,与美国总统拜登会面并加强两国防务与安全合作之际所宣布。据悉,<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>将与几家合作伙伴进行合作,其中包括KDDI、Arteria Networks、Citadel Pacific以及北马里亚纳群岛联邦(CNMI)。这些海底电缆是扩大<a href=\"https://laohu8.com/S/601099\">$太平洋(601099)$</a>连接计划的一部分,将在美国大陆和日本之间建立新的光纤线路,以支持谷歌的日本数字化市场计划。据该公司称,此举还将提高美国、日本和一些<a href=\"https://laohu8.com/S/601099\">$太平洋(601099)$</a>岛屿国家和地区之间数字化连接模式的可靠性。有资料显示,Proa海底电缆将连接美国、日本、CNMI和关岛,而Taihei海底电缆将连接美国、日本和夏威夷。谷歌还将出资支持建设连接夏威夷、CNMI和关岛的大型互联电缆。美国和日本在一份联合声明中表示:“在去年10月美国和澳大利亚共同资助海底电缆计划的基础上,美国和日本计划与志同道合的伙伴合作,建立可信的、更有弹性的网络,并打算为太平洋地区提供海底电缆给予资金支持。” <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>","text":"美国科技巨头$谷歌(GOOG)$将投资约10亿美元,通过支持建设Proa和Taihei两条全新的海底电缆改善美国和日本之间的数字化连接。据了解,这一消息是在日本首相岸田文雄访问美国,与美国总统拜登会面并加强两国防务与安全合作之际所宣布。据悉,$谷歌(GOOG)$将与几家合作伙伴进行合作,其中包括KDDI、Arteria Networks、Citadel Pacific以及北马里亚纳群岛联邦(CNMI)。这些海底电缆是扩大$太平洋(601099)$连接计划的一部分,将在美国大陆和日本之间建立新的光纤线路,以支持谷歌的日本数字化市场计划。据该公司称,此举还将提高美国、日本和一些$太平洋(601099)$岛屿国家和地区之间数字化连接模式的可靠性。有资料显示,Proa海底电缆将连接美国、日本、CNMI和关岛,而Taihei海底电缆将连接美国、日本和夏威夷。谷歌还将出资支持建设连接夏威夷、CNMI和关岛的大型互联电缆。美国和日本在一份联合声明中表示:“在去年10月美国和澳大利亚共同资助海底电缆计划的基础上,美国和日本计划与志同道合的伙伴合作,建立可信的、更有弹性的网络,并打算为太平洋地区提供海底电缆给予资金支持。” $(GOOG)$ $(GOOGL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294290477891600","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294178365632824,"gmtCreate":1712843915447,"gmtModify":1712843917064,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294178365632824","repostId":"294111216746512","repostType":1,"repost":{"id":294111216746512,"gmtCreate":1712746740000,"gmtModify":1712842009324,"author":{"id":"3525994231964285","authorId":"3525994231964285","name":"读懂财经","avatar":"https://static.tigerbbs.com/2302da3d2e7be3c9900959ee0a880626","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"291亿投资拉动5万亿财富增长,大模型的泡沫来了?","htmlText":"2023年,苹果、微软、Alphabet、亚马逊、英伟达、特斯拉和Meta的股票已累计上涨75%,远远超过纳斯达克指数43%的涨幅。算下来,这七家公司的市值在去年增长了近5万亿美元。科技股股价暴涨并非来自于业绩。要知道,整个2023年,除英伟达外,其余六家收入增长均低于20%。造成这一翻天覆地变化的根本原因是,生成式AI与大语言模型在去年席卷了全球科技圈。去年一年,全球生成式AI的投资额高达291亿美元。与传统互联网的故事不同,资本成为生成式AI竞争的最关键因素。所有的科技巨头都直接或间接参与了这场军备竞赛,并主导了模型公司的融资和估值。就在刚刚,亚马逊向Anthropic追加27.5亿美元投资,此次注资完成后,亚马逊对Anthropic的总投资达40亿美元。这是亚马逊30年以来最大的一笔外部投资。巨头们的军备竞赛,也让身为AI军火商的英伟达比前一年多赚了340亿美元。巨头们愿意参与这场千亿美金豪赌,并不令人意外。某种程度上,生成式AI的出现,恰逢其时。当平台型机会几乎消失,人口红利走到尽头,全球互联网的故事宣告结束。在这样的背景下,资本一方面变得前所未有地节制,另一方面又变得前所未有地贪婪,他们坐拥大量现金,但真正值得的押注寥寥无几。而生成式AI,就是一个充满想象力,甚至可以改变世界的故事。但现实也是残酷的。红杉资本最新报告显示,AI行业在英伟达芯片上的部署费用高达500亿美元,而营收却只有30亿美元。显然,生成式AI的远大愿景和羸弱商业化的现实之间,仍然需要无数的故事去填。/ 01 /291亿投资,拉动5万亿的财富增长2023年11月,ChatGPT的发布掀起了生成式AI的热潮。根据 PitchBook 的数据,2023 年,超过70轮1亿美元或以上的资金流向了创建模型、提供基础设施或将技术应用于特定应用的初创公司。短短一年内,投资者向近700笔生成式AI交易投入了 2","listText":"2023年,苹果、微软、Alphabet、亚马逊、英伟达、特斯拉和Meta的股票已累计上涨75%,远远超过纳斯达克指数43%的涨幅。算下来,这七家公司的市值在去年增长了近5万亿美元。科技股股价暴涨并非来自于业绩。要知道,整个2023年,除英伟达外,其余六家收入增长均低于20%。造成这一翻天覆地变化的根本原因是,生成式AI与大语言模型在去年席卷了全球科技圈。去年一年,全球生成式AI的投资额高达291亿美元。与传统互联网的故事不同,资本成为生成式AI竞争的最关键因素。所有的科技巨头都直接或间接参与了这场军备竞赛,并主导了模型公司的融资和估值。就在刚刚,亚马逊向Anthropic追加27.5亿美元投资,此次注资完成后,亚马逊对Anthropic的总投资达40亿美元。这是亚马逊30年以来最大的一笔外部投资。巨头们的军备竞赛,也让身为AI军火商的英伟达比前一年多赚了340亿美元。巨头们愿意参与这场千亿美金豪赌,并不令人意外。某种程度上,生成式AI的出现,恰逢其时。当平台型机会几乎消失,人口红利走到尽头,全球互联网的故事宣告结束。在这样的背景下,资本一方面变得前所未有地节制,另一方面又变得前所未有地贪婪,他们坐拥大量现金,但真正值得的押注寥寥无几。而生成式AI,就是一个充满想象力,甚至可以改变世界的故事。但现实也是残酷的。红杉资本最新报告显示,AI行业在英伟达芯片上的部署费用高达500亿美元,而营收却只有30亿美元。显然,生成式AI的远大愿景和羸弱商业化的现实之间,仍然需要无数的故事去填。/ 01 /291亿投资,拉动5万亿的财富增长2023年11月,ChatGPT的发布掀起了生成式AI的热潮。根据 PitchBook 的数据,2023 年,超过70轮1亿美元或以上的资金流向了创建模型、提供基础设施或将技术应用于特定应用的初创公司。短短一年内,投资者向近700笔生成式AI交易投入了 2","text":"2023年,苹果、微软、Alphabet、亚马逊、英伟达、特斯拉和Meta的股票已累计上涨75%,远远超过纳斯达克指数43%的涨幅。算下来,这七家公司的市值在去年增长了近5万亿美元。科技股股价暴涨并非来自于业绩。要知道,整个2023年,除英伟达外,其余六家收入增长均低于20%。造成这一翻天覆地变化的根本原因是,生成式AI与大语言模型在去年席卷了全球科技圈。去年一年,全球生成式AI的投资额高达291亿美元。与传统互联网的故事不同,资本成为生成式AI竞争的最关键因素。所有的科技巨头都直接或间接参与了这场军备竞赛,并主导了模型公司的融资和估值。就在刚刚,亚马逊向Anthropic追加27.5亿美元投资,此次注资完成后,亚马逊对Anthropic的总投资达40亿美元。这是亚马逊30年以来最大的一笔外部投资。巨头们的军备竞赛,也让身为AI军火商的英伟达比前一年多赚了340亿美元。巨头们愿意参与这场千亿美金豪赌,并不令人意外。某种程度上,生成式AI的出现,恰逢其时。当平台型机会几乎消失,人口红利走到尽头,全球互联网的故事宣告结束。在这样的背景下,资本一方面变得前所未有地节制,另一方面又变得前所未有地贪婪,他们坐拥大量现金,但真正值得的押注寥寥无几。而生成式AI,就是一个充满想象力,甚至可以改变世界的故事。但现实也是残酷的。红杉资本最新报告显示,AI行业在英伟达芯片上的部署费用高达500亿美元,而营收却只有30亿美元。显然,生成式AI的远大愿景和羸弱商业化的现实之间,仍然需要无数的故事去填。/ 01 /291亿投资,拉动5万亿的财富增长2023年11月,ChatGPT的发布掀起了生成式AI的热潮。根据 PitchBook 的数据,2023 年,超过70轮1亿美元或以上的资金流向了创建模型、提供基础设施或将技术应用于特定应用的初创公司。短短一年内,投资者向近700笔生成式AI交易投入了 2","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294111216746512","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290913150427440,"gmtCreate":1712049606884,"gmtModify":1712049608395,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290913150427440","repostId":"2424067105","repostType":2,"repost":{"id":"2424067105","pubTimestamp":1712046988,"share":"https://www.laohu8.com/m/news/2424067105?lang=&edition=full","pubTime":"2024-04-02 16:36","market":"hk","language":"zh","title":"一文读懂全球算力产业链","url":"https://stock-news.laohu8.com/highlight/detail?id=2424067105","media":"华尔街见闻","summary":"据国金证券,上游国产替代芯片及元器件空间广阔;中游国内服务器厂商领军全球,光模块市场份额迅速提升;下游中国数据中心和云计算市场规模持续高速增长。","content":"<html><body><p>作为AI 大模型时代最稀缺的“能源”之一,算力正在成为全球布局的核心。</p>\n<p>在周一发布的研报中,<a href=\"https://laohu8.com/S/600109\">国金证券</a>陈矣骄分析师团队对算力需求的跃迁和相关产业链进行了详细的梳理:<strong>上游国产替代芯片及元器件空间广阔;中游国内服务器厂商领军全球,光模块市场份额迅速提升;下游中国数据中心和云计算市场规模持续高速增长。</strong></p>\n<p>国金证券认为,<strong>通用人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>技术有望启动以算力为主体能源的第四次工业革命,算力需求有望高增。</strong></p>\n<blockquote>\n<p>技术革命是以新一代生产力工具的大范围应用为核心,以主体能源为基础动力的全局性经济范式转 型。历史上共发生过三次技术革命,我们认为,本轮通用型人工智能发展浪潮有望启动第四次技术革命:</p>\n<p>以 AGI 为新一代生产力工具,以算力为主体能源。历史上历次技术革命中主体能源都会随新一代生产力工具的广 泛应用而需求高增,我们预计 AI 算力需求有望在模型规模、算法创新、<a href=\"https://laohu8.com/S/603138\">海量数据</a>、应用落地等多端推动下高增。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/d09c4c36-f023-45e1-9055-5ac040fed2d2.png\"/></p>\n</blockquote>\n<h2><strong>算力需求跃迁:AI 模型训练规模增速超过摩尔定律,进入大模型时代</strong></h2>\n<p>据国金证券,AI模型训练经历了四个发展阶段:</p>\n<blockquote>\n<p>在2010年以前(前深度学习时代),AI训练计算的增长与摩尔定律一致,大约每20个月翻一倍。</p>\n<p>2010~2015年(深度学习时代),AI深度学习训练所需FLOPs相比之前发生斜率突变,每6个月翻一倍,远超摩尔定律。</p>\n<p>2016年至今(大模型时代),AI大模型训练所需FLOPs出现断点跳跃,随着能够处理更长序列和更复杂任务的Transformer等模型问世,算法的持续创新推动了对更高计算能力的需求,2022年训练大模型的算力需求达到了8×1023FLOPs。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/c2ff2ecd-fbf4-4150-82a8-4ab6e372b7d8.png\"/></p>\n</blockquote>\n<h2><strong>透视算力产业链</strong></h2>\n<p>算力产业包括上游的芯片及元器件,中游的服务器与网络设备,下游的数据中心及云服务三部分构成,在其中的各个板块,均已有国产厂商深度布局。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/f077e8bf-006a-4105-ab94-5a7f2f0df12c.png\"/></p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/d2b9cc56-7459-4217-a282-009398e05ca5.png\"/></p>\n<p><strong>上游——芯片/元器件——异构算力蓬勃发展,国产替代空间广阔。</strong></p>\n<p>随着业界对算力需求的不断提高,越来越多的计算平台开始引入CPU、GPU、ASIC、FPGA等多种不同计算单元来进行加速计算。</p>\n<p>根据Yole数据,2022年全球CPU市场规模为650亿美元,预计2028年增长到970亿美元,年复合增长率为7%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/4548a8f2-496d-468a-9dee-6aeb575d81c5.png\"/></p>\n<p>MPU(通用微处理器)是CPU的一个关键下游应用领域,主要面向服务器、桌面(台式机/笔记本)、超级计算机等市场。</p>\n<p>2020年我国MPU市场规模达到2336亿元,约占全球39.7%。假设我国占全球市场比重保持不变,2023年我国MPU市场规模有望达3382亿元。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/8db0b0be-4d5e-4334-8632-d561fdca4408.png\"/></p>\n<p>竞争方面,Intel约占全球MPU市场半壁江山,Intel与AMD独占x86全球市场据CounterpointAnalysis,2022年,Intel约占全球服务器CPU市场份额70.8%,AMD约占全球服务器CPU市场份额19.8%,二者合计约占90.6%;2021年,二者合计约占92.5%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/6491e9a2-4d36-45ca-89d0-f030e1057002.png\"/></p>\n<p>如今,中国厂商,如紫光展锐与华为海思已逐步走进国际视野,在21年ICInsight竞争格局中分别位列第八、九位,国金预计未来其份额有待进一步提升。</p>\n<p>相较于侧重低延迟计算的CPU,GPU更侧重并行计算,可用很多简单的计算单元去完成大量的计算任务,</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/8d4bf111-5081-40d0-847a-10566ed6006e.png\"/></p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/cc5733ba-ccf1-45f5-aec1-4b205e3bd9e2.png\"/></p>\n<p>在当下最火的GPU市场,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>CUDA大幅降低GPU并行计算的编程难度,实现GPU的通用化。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/ebff6723-c37f-4525-b3c8-350f91f00952.png\"/></p>\n<p>2022年全球GPU市场规模达422亿美元,英伟达占全球GPU市场份额近90%,AMD与Intel约占10%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/c1d08b2b-1420-4b27-b8de-c65b0f18ba6e.png\"/></p>\n<p>据PrecedenceResearch,2022年,全球GPU市场规模未来10年CAGR有望保持30%以上,<strong>2032年全球GPU市场规模有望达到7731亿美元。</strong></p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/43955d21-ced8-440e-b30d-69266bcecd6a.png\"/></p>\n<p>随着算力从通用走向定制,ASIC专用设计芯片市场正在逐步壮大。</p>\n<p>据MarketMonitor,2022年,全球ASIC市场规模在千亿体量,我国市场规模约在335亿元,约占全球市场的33.4%。预计2028年全球市场有望达1,677亿元,22~28年CAGR或达8.9%。</p>\n<p>不同于CPU、GPU、FPGA,目前全球ASIC市场并未形成明显的头部厂商。由于ASIC开发周期长,仅有大厂有资金与实力进行研发。同时,ASIC是全定制芯片,在某些特定场景下运行效率最高,故某些场景下游市场空间足够大时,量产ASIC芯片可以实现丰厚的利润。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/eb392189-0ae9-49d5-8d70-874b4a6f6b41.png\"/></p>\n<p>另外,FPGA(现场可编程芯片)也在崛起。</p>\n<p>无论是CPU、GPU、DSP、Memory还是各类ASIC芯片,在芯片被制造完成之后,其芯片的功能就已被固定,用户无法对其硬件功能进行任何修改,而FPGA芯片在制造完成后,其功能并未固定,用户可以根据自己的实际需要,将空白的FPGA芯片转化为具有特定功能的集成电路芯片。</p>\n<p>据Frost&Sullivan,2023年全球FPGA市场规模有望达94亿美元,18~23年CAGR有望达11.7%;同年,我国FPGA市场规模有望达250亿元,约占全球市场规模的37.9%,18~23年CAGR有望达16.7%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/15da3eb3-4e1a-4b49-bd19-5e8be1438c26.png\"/></p>\n<p><strong>中游——服务器/网络设备——国内服务器厂商领军全球,光模块市场份额迅速提升。</strong></p>\n<p>服务器在网络中为其它客户机提供计算或应用服务。2022年全球服务器市场高达千亿美元,我国约占全球市场四分之一,国产厂商<a href=\"https://laohu8.com/S/000977\">浪潮信息</a>在2023年Q3全球服务器市场份额排名第二,仅次于戴尔。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/3ab7fcf5-b6f7-496a-96cc-9668f678be1e.png\"/></p>\n<p>光模块的功能是实现光电转换,是光通信系统的核心器件。2022年光模块全球前10名中国占据6家,<a href=\"https://laohu8.com/S/300308\">中际旭创</a>与Coherent市占率并列全球第一。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/e35d6759-7d65-4da9-97fa-4fa2cd19efaa.png\"/></p>\n<p>交换机为接入它的任意两个网络节点提供独享的电信号通路。据IDC,2022年全球交换机行业市场规模达到437亿美元,同比增长17.0%,且预计未来5年的增速稳定在4%左右,预计2027年规模将达到535亿美元。</p>\n<p>据IDC,2022年中国交换机市场约为72亿美元,同比增长9.4%。预计2023年将进一步增长至78亿美元。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/f2b6ef57-7e01-45cf-8f10-6507d12be0a9.png\"/></p>\n<p>存储器是用来存储程序和各种数据信息的记忆部件,NAND和DRAM市场是主要细分市场。</p>\n<p><strong>全球存储市场基本被国外厂商垄断</strong>,<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>据NAND、DRAM市场份额首位,不过随着AIServer、AIPC、AIMobile持续放量,国内存储市场有望迎来新发展机遇。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/fb54be02-f706-4eaa-ac34-5134871ef8b7.png\"/></p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/34cf2eb9-a015-44f9-bf8b-95ca3ac93909.png\"/></p>\n<p><strong>下游——数据中心/云服务——东数西算铸基,算力租赁牵引。</strong></p>\n<p>国金证券指出,受新基建、数字化转型及数字中国远景目标等国家政策促进及企业降本增效需求的驱动,我国数据中心市场规模持续高速增长。</p>\n<p>2021年,我国数据中心市场规模达到1500亿元,近五年CAGR达到29.96%。随着我国各地区、各行业数字化转型的深入推进,我国数据中心市场规模将保持持续增长态势,预计2023年市场规模将达到2470亿元。</p>\n<p>从全球市场来看,全球数据中心产业规模在2022年达到1308亿美元,2019——2022年CAGR约20%。</p>\n<p>竞争方面,美国第三方数据中心Equinix公司是全球数据中心的龙头,2022年Q2该公司全球市场份额占比达13%。</p>\n<p>国内市场,2020年我国数据中心市场格局以运营商数据中心为主,凭借其网络带宽和机房资源优势,三大电信运营商市场份额占比超50%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/a86e46f2-6038-485e-87eb-57915cac6f2c.png\"/></p>\n<p>云计算服务,是一种按使用量付费的模式,这种模式提供可用的、便捷的、按需的网络访问,进入可配置的计算资源共享池,获取括网络,服务器等服务。</p>\n<p>据中国信通院,2021年全球云计算市场规模达到3305亿美元,同比增长32.44%。初步统计2022年全球云计算市场规模4053亿美元,增幅22.6%。中国云计算产业正处蓬勃发展阶段。据智研咨询,2021年中国云计算市场规模达3410亿元,增速53.1%。初步统计2022年中国云计算市场规模达到4552.4亿元,增长33.5%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/1ad19ec9-6887-497b-a34c-a4042bd3a147.png\"/></p>\n<p>据Gartner,全球云计算市场竞争格局为一超多强,2022年AWS在全球云基础设施服务市场份额为40%,保持行业第一位置,Azure、阿里云、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>云分别占据第二至四位,分别占比21.5%、7.7%、7.5%。</p>\n<p>据Canalys,2022年国内前四大云计算厂商分别为阿里云、华为云、腾讯云和<a href=\"https://laohu8.com/S/BIDU\">百度</a>智能云,占云服务客户支出总额的79%。</p>\n<p><span>本文主要观点来自国金证券,原文作者:陈矣骄S1130523020001、孟灿S1130522050001,原文标题:《算力深度报告一:算力研究框架——产业链全梳理》</span></p><div>风险提示及免责条款</div>\n<div>\n 市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资,责任自负。\n </div>\n</body></html>","source":"wallstreetcn_hot_news","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\" 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.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一文读懂全球算力产业链\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-02 16:36 北京时间 <a href=https://wallstreetcn.com/articles/3711874><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作为AI 大模型时代最稀缺的“能源”之一,算力正在成为全球布局的核心。\n在周一发布的研报中,国金证券陈矣骄分析师团队对算力需求的跃迁和相关产业链进行了详细的梳理:上游国产替代芯片及元器件空间广阔;中游国内服务器厂商领军全球,光模块市场份额迅速提升;下游中国数据中心和云计算市场规模持续高速增长。\n国金证券认为,通用人工智能技术有望启动以算力为主体能源的第四次工业革命,算力需求有望高增。\n\n技术革命是...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3711874\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://wpimg-wscn.awtmt.com/e1db7f2f-9626-457a-8652-5f5abd5411e7.jpeg","relate_stocks":{"LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","INTC":"英特尔","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU0109392836.USD":"富兰克林科技股A","BK4554":"元宇宙及AR概念","BK4512":"苹果概念","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4579":"人工智能","AMD":"美国超微公司","BK4588":"碎股","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World 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大模型时代最稀缺的“能源”之一,算力正在成为全球布局的核心。\n在周一发布的研报中,国金证券陈矣骄分析师团队对算力需求的跃迁和相关产业链进行了详细的梳理:上游国产替代芯片及元器件空间广阔;中游国内服务器厂商领军全球,光模块市场份额迅速提升;下游中国数据中心和云计算市场规模持续高速增长。\n国金证券认为,通用人工智能技术有望启动以算力为主体能源的第四次工业革命,算力需求有望高增。\n\n技术革命是以新一代生产力工具的大范围应用为核心,以主体能源为基础动力的全局性经济范式转 型。历史上共发生过三次技术革命,我们认为,本轮通用型人工智能发展浪潮有望启动第四次技术革命:\n以 AGI 为新一代生产力工具,以算力为主体能源。历史上历次技术革命中主体能源都会随新一代生产力工具的广 泛应用而需求高增,我们预计 AI 算力需求有望在模型规模、算法创新、海量数据、应用落地等多端推动下高增。\n\n\n算力需求跃迁:AI 模型训练规模增速超过摩尔定律,进入大模型时代\n据国金证券,AI模型训练经历了四个发展阶段:\n\n在2010年以前(前深度学习时代),AI训练计算的增长与摩尔定律一致,大约每20个月翻一倍。\n2010~2015年(深度学习时代),AI深度学习训练所需FLOPs相比之前发生斜率突变,每6个月翻一倍,远超摩尔定律。\n2016年至今(大模型时代),AI大模型训练所需FLOPs出现断点跳跃,随着能够处理更长序列和更复杂任务的Transformer等模型问世,算法的持续创新推动了对更高计算能力的需求,2022年训练大模型的算力需求达到了8×1023FLOPs。\n\n\n透视算力产业链\n算力产业包括上游的芯片及元器件,中游的服务器与网络设备,下游的数据中心及云服务三部分构成,在其中的各个板块,均已有国产厂商深度布局。\n\n\n上游——芯片/元器件——异构算力蓬勃发展,国产替代空间广阔。\n随着业界对算力需求的不断提高,越来越多的计算平台开始引入CPU、GPU、ASIC、FPGA等多种不同计算单元来进行加速计算。\n根据Yole数据,2022年全球CPU市场规模为650亿美元,预计2028年增长到970亿美元,年复合增长率为7%。\n\nMPU(通用微处理器)是CPU的一个关键下游应用领域,主要面向服务器、桌面(台式机/笔记本)、超级计算机等市场。\n2020年我国MPU市场规模达到2336亿元,约占全球39.7%。假设我国占全球市场比重保持不变,2023年我国MPU市场规模有望达3382亿元。\n\n竞争方面,Intel约占全球MPU市场半壁江山,Intel与AMD独占x86全球市场据CounterpointAnalysis,2022年,Intel约占全球服务器CPU市场份额70.8%,AMD约占全球服务器CPU市场份额19.8%,二者合计约占90.6%;2021年,二者合计约占92.5%。\n\n如今,中国厂商,如紫光展锐与华为海思已逐步走进国际视野,在21年ICInsight竞争格局中分别位列第八、九位,国金预计未来其份额有待进一步提升。\n相较于侧重低延迟计算的CPU,GPU更侧重并行计算,可用很多简单的计算单元去完成大量的计算任务,\n\n\n在当下最火的GPU市场,英伟达CUDA大幅降低GPU并行计算的编程难度,实现GPU的通用化。\n\n2022年全球GPU市场规模达422亿美元,英伟达占全球GPU市场份额近90%,AMD与Intel约占10%。\n\n据PrecedenceResearch,2022年,全球GPU市场规模未来10年CAGR有望保持30%以上,2032年全球GPU市场规模有望达到7731亿美元。\n\n随着算力从通用走向定制,ASIC专用设计芯片市场正在逐步壮大。\n据MarketMonitor,2022年,全球ASIC市场规模在千亿体量,我国市场规模约在335亿元,约占全球市场的33.4%。预计2028年全球市场有望达1,677亿元,22~28年CAGR或达8.9%。\n不同于CPU、GPU、FPGA,目前全球ASIC市场并未形成明显的头部厂商。由于ASIC开发周期长,仅有大厂有资金与实力进行研发。同时,ASIC是全定制芯片,在某些特定场景下运行效率最高,故某些场景下游市场空间足够大时,量产ASIC芯片可以实现丰厚的利润。\n\n另外,FPGA(现场可编程芯片)也在崛起。\n无论是CPU、GPU、DSP、Memory还是各类ASIC芯片,在芯片被制造完成之后,其芯片的功能就已被固定,用户无法对其硬件功能进行任何修改,而FPGA芯片在制造完成后,其功能并未固定,用户可以根据自己的实际需要,将空白的FPGA芯片转化为具有特定功能的集成电路芯片。\n据Frost&Sullivan,2023年全球FPGA市场规模有望达94亿美元,18~23年CAGR有望达11.7%;同年,我国FPGA市场规模有望达250亿元,约占全球市场规模的37.9%,18~23年CAGR有望达16.7%。\n\n中游——服务器/网络设备——国内服务器厂商领军全球,光模块市场份额迅速提升。\n服务器在网络中为其它客户机提供计算或应用服务。2022年全球服务器市场高达千亿美元,我国约占全球市场四分之一,国产厂商浪潮信息在2023年Q3全球服务器市场份额排名第二,仅次于戴尔。\n\n光模块的功能是实现光电转换,是光通信系统的核心器件。2022年光模块全球前10名中国占据6家,中际旭创与Coherent市占率并列全球第一。\n\n交换机为接入它的任意两个网络节点提供独享的电信号通路。据IDC,2022年全球交换机行业市场规模达到437亿美元,同比增长17.0%,且预计未来5年的增速稳定在4%左右,预计2027年规模将达到535亿美元。\n据IDC,2022年中国交换机市场约为72亿美元,同比增长9.4%。预计2023年将进一步增长至78亿美元。\n\n存储器是用来存储程序和各种数据信息的记忆部件,NAND和DRAM市场是主要细分市场。\n全球存储市场基本被国外厂商垄断,三星据NAND、DRAM市场份额首位,不过随着AIServer、AIPC、AIMobile持续放量,国内存储市场有望迎来新发展机遇。\n\n\n下游——数据中心/云服务——东数西算铸基,算力租赁牵引。\n国金证券指出,受新基建、数字化转型及数字中国远景目标等国家政策促进及企业降本增效需求的驱动,我国数据中心市场规模持续高速增长。\n2021年,我国数据中心市场规模达到1500亿元,近五年CAGR达到29.96%。随着我国各地区、各行业数字化转型的深入推进,我国数据中心市场规模将保持持续增长态势,预计2023年市场规模将达到2470亿元。\n从全球市场来看,全球数据中心产业规模在2022年达到1308亿美元,2019——2022年CAGR约20%。\n竞争方面,美国第三方数据中心Equinix公司是全球数据中心的龙头,2022年Q2该公司全球市场份额占比达13%。\n国内市场,2020年我国数据中心市场格局以运营商数据中心为主,凭借其网络带宽和机房资源优势,三大电信运营商市场份额占比超50%。\n\n云计算服务,是一种按使用量付费的模式,这种模式提供可用的、便捷的、按需的网络访问,进入可配置的计算资源共享池,获取括网络,服务器等服务。\n据中国信通院,2021年全球云计算市场规模达到3305亿美元,同比增长32.44%。初步统计2022年全球云计算市场规模4053亿美元,增幅22.6%。中国云计算产业正处蓬勃发展阶段。据智研咨询,2021年中国云计算市场规模达3410亿元,增速53.1%。初步统计2022年中国云计算市场规模达到4552.4亿元,增长33.5%。\n\n据Gartner,全球云计算市场竞争格局为一超多强,2022年AWS在全球云基础设施服务市场份额为40%,保持行业第一位置,Azure、阿里云、谷歌云分别占据第二至四位,分别占比21.5%、7.7%、7.5%。\n据Canalys,2022年国内前四大云计算厂商分别为阿里云、华为云、腾讯云和百度智能云,占云服务客户支出总额的79%。\n本文主要观点来自国金证券,原文作者:陈矣骄S1130523020001、孟灿S1130522050001,原文标题:《算力深度报告一:算力研究框架——产业链全梳理》风险提示及免责条款\n\n 市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资,责任自负。","news_type":1},"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288477471731760,"gmtCreate":1711461822110,"gmtModify":1711461823690,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288477471731760","repostId":"286071189868776","repostType":1,"repost":{"id":286071189868776,"gmtCreate":1710859915455,"gmtModify":1710859917518,"author":{"id":"4111482418969490","authorId":"4111482418969490","name":"Alitaishan 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$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286071189868776","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288166122119288,"gmtCreate":1711378742994,"gmtModify":1711378744688,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"基础设施推动电力需求","listText":"基础设施推动电力需求","text":"基础设施推动电力需求","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288166122119288","repostId":"2420222805","repostType":2,"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":285428652851200,"gmtCreate":1710690563249,"gmtModify":1710690568382,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/285428652851200","repostId":"2374454025","repostType":2,"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282306085019864,"gmtCreate":1709950769446,"gmtModify":1709950770823,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/282306085019864","repostId":"282013866618976","repostType":1,"repost":{"id":282013866618976,"gmtCreate":1709877068471,"gmtModify":1709898381190,"author":{"id":"37002306153600","authorId":"37002306153600","name":"小虎访谈","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"【小虎访谈】波波斯基:英伟达赚一套别墅!北大博士的1000%收益率之路如何炼成?","htmlText":"<a 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href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 挣了140万, <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 、 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 都赚了10倍......各位虎友们好,本周要与我们分享的虎友是 <a href=\"https://laohu8.com/U/3457599209868304\">@波波斯基</a> 。在21年底,他押注了未来科技的发展与芯片的方向,做出了第一重仓 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 、第二重仓 <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> 的决定!自22年底算起,他的收益率已有10倍![美金]当前,他认为英伟达估值还不算高,在2024年可以维持在1000到1300 这个区间,而在2026年之前是看不到增长尽头的。此外,他还看好今年数字货币概念股的表现 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> ,虽然虽然现在已经有了一定的涨幅,但长期而言,仍然在底部区域。来吧虎友们,让我们一起来听听他的投资心得大分享吧[你懂的][你懂的]Q:请简单自我介绍一下A:我是一个大学老师,副教授,现","text":"$超微电脑(SMCI)$ 赚了一辆车, $英伟达(NVDA)$ 赚一套别墅, $腾讯控股(00700)$ 挣了140万, $特斯拉(TSLA)$ 、 $拼多多(PDD)$ 都赚了10倍......各位虎友们好,本周要与我们分享的虎友是 @波波斯基 。在21年底,他押注了未来科技的发展与芯片的方向,做出了第一重仓 $英伟达(NVDA)$ 、第二重仓 $Meta Platforms(META)$ 的决定!自22年底算起,他的收益率已有10倍![美金]当前,他认为英伟达估值还不算高,在2024年可以维持在1000到1300 这个区间,而在2026年之前是看不到增长尽头的。此外,他还看好今年数字货币概念股的表现 $Coinbase Global, Inc.(COIN)$ ,虽然虽然现在已经有了一定的涨幅,但长期而言,仍然在底部区域。来吧虎友们,让我们一起来听听他的投资心得大分享吧[你懂的][你懂的]Q:请简单自我介绍一下A:我是一个大学老师,副教授,现","images":[{"img":"https://static.tigerbbs.com/5178b82d3c441ae206a87940f2210d90","width":"696","height":"382"},{"img":"https://static.tigerbbs.com/7b64f8e5ece5e83d27629ba786c55eb0","width":"816","height":"943"},{"img":"https://static.tigerbbs.com/ec6864670cdd856e63c3104e5497a99e","width":"1284","height":"1385"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/282013866618976","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282305871499568,"gmtCreate":1709950721374,"gmtModify":1709950724637,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"选择","htmlText":"日本化,说到底只是损失资产,不损失收入,是介于债务通缩螺旋和再通胀的中间状态,维持这个状态需要私人部门强劲的现金流,否则就是滑入债务通缩 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现在轮到某大国做选择了","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/282305871499568","isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":280672539971744,"gmtCreate":1709552607261,"gmtModify":1709552611533,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"新兴市场投资机会","htmlText":"查看详情:<a href=\"https://tigr.link/6IjzfE\">新兴市场投资机会</a> 降息预期下的新兴市场投资机会 此帖仅开放于中国大陆用户","listText":"查看详情:<a href=\"https://tigr.link/6IjzfE\">新兴市场投资机会</a> 降息预期下的新兴市场投资机会 此帖仅开放于中国大陆用户","text":"查看详情:新兴市场投资机会 降息预期下的新兴市场投资机会 此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/ff98eccfaff055c5a7c86bee57069e0c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/280672539971744","isVote":1,"tweetType":1,"viewCount":675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":279329006268504,"gmtCreate":1709216974776,"gmtModify":1709216976159,"author":{"id":"4130223792369620","authorId":"4130223792369620","name":"进步的飞鹰","avatar":"https://static.tigerbbs.com/3d1867a8b017713a6506b4e407e31b45","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/279329006268504","repostId":"279125516693576","repostType":1,"repost":{"id":279125516693576,"gmtCreate":1709176854650,"gmtModify":1709177367826,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"Snowflake大跌给云市场敲响警钟?","htmlText":"<a href=\"https://laohu8.com/S/SNOW\">$Snowflake(SNOW)$</a> 盘后股价大跌23%,因其Q4财报公布后的两个负面消息,让市场信心不足。当季业绩仍然大超预期收入7.746亿美元,同比增长32%,高于市场预期的7.604亿美元;其中产品收入同比增长33%,达到7.381亿美元,高于预期的7.233亿美元。经调整后EPS为0.35美元,高于市场预期的0.18美元。期间的剩余履约义务(RPO)同比+41%,达到52亿美元,而用户留存率虽然有所下降,但依然很高Net Dollar Retention为131%。但公司同时公布了两个负面消息指引下降,2024年全年预计调整后的营运利润率将下降200个bps至6%。公司预计2025财年收入将大幅放缓,产品收入预计同比增长22%,远低于2024财年的38%增长。同时宣布了管理层的变动,CEO Frank Slootman将退休,由Sridhar Ramaswamy接替,立即生效投资要点一、Snowflake一直以“高增长、高估值“为特点吸引投资者,现在如果公司自己都认为收入和利润增长不如从前了,那么之前给定高增长模型的投资者可能需要给它重新估值。二、说明这可能是云数据增长等结构性趋势,包括其消费模型面临挑战,公司的净收入留存率也持续下降。因为当前不确定的IT支出环境,公司(客户)的支出增长步伐有所减缓,这也是为什么SNOW财报后大跌,也影响到包括 <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> 等巨头。三、管理层更迭。往往这种突如其来的换帅会让投资者担忧,主要是对未来战略的不确定性。另外,本次财报的管理层对消费需求恢复持谨慎态度","listText":"<a href=\"https://laohu8.com/S/SNOW\">$Snowflake(SNOW)$</a> 盘后股价大跌23%,因其Q4财报公布后的两个负面消息,让市场信心不足。当季业绩仍然大超预期收入7.746亿美元,同比增长32%,高于市场预期的7.604亿美元;其中产品收入同比增长33%,达到7.381亿美元,高于预期的7.233亿美元。经调整后EPS为0.35美元,高于市场预期的0.18美元。期间的剩余履约义务(RPO)同比+41%,达到52亿美元,而用户留存率虽然有所下降,但依然很高Net Dollar Retention为131%。但公司同时公布了两个负面消息指引下降,2024年全年预计调整后的营运利润率将下降200个bps至6%。公司预计2025财年收入将大幅放缓,产品收入预计同比增长22%,远低于2024财年的38%增长。同时宣布了管理层的变动,CEO Frank Slootman将退休,由Sridhar Ramaswamy接替,立即生效投资要点一、Snowflake一直以“高增长、高估值“为特点吸引投资者,现在如果公司自己都认为收入和利润增长不如从前了,那么之前给定高增长模型的投资者可能需要给它重新估值。二、说明这可能是云数据增长等结构性趋势,包括其消费模型面临挑战,公司的净收入留存率也持续下降。因为当前不确定的IT支出环境,公司(客户)的支出增长步伐有所减缓,这也是为什么SNOW财报后大跌,也影响到包括 <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> 等巨头。三、管理层更迭。往往这种突如其来的换帅会让投资者担忧,主要是对未来战略的不确定性。另外,本次财报的管理层对消费需求恢复持谨慎态度","text":"$Snowflake(SNOW)$ 盘后股价大跌23%,因其Q4财报公布后的两个负面消息,让市场信心不足。当季业绩仍然大超预期收入7.746亿美元,同比增长32%,高于市场预期的7.604亿美元;其中产品收入同比增长33%,达到7.381亿美元,高于预期的7.233亿美元。经调整后EPS为0.35美元,高于市场预期的0.18美元。期间的剩余履约义务(RPO)同比+41%,达到52亿美元,而用户留存率虽然有所下降,但依然很高Net Dollar Retention为131%。但公司同时公布了两个负面消息指引下降,2024年全年预计调整后的营运利润率将下降200个bps至6%。公司预计2025财年收入将大幅放缓,产品收入预计同比增长22%,远低于2024财年的38%增长。同时宣布了管理层的变动,CEO Frank Slootman将退休,由Sridhar Ramaswamy接替,立即生效投资要点一、Snowflake一直以“高增长、高估值“为特点吸引投资者,现在如果公司自己都认为收入和利润增长不如从前了,那么之前给定高增长模型的投资者可能需要给它重新估值。二、说明这可能是云数据增长等结构性趋势,包括其消费模型面临挑战,公司的净收入留存率也持续下降。因为当前不确定的IT支出环境,公司(客户)的支出增长步伐有所减缓,这也是为什么SNOW财报后大跌,也影响到包括 $亚马逊(AMZN)$ $谷歌A(GOOGL)$ 等巨头。三、管理层更迭。往往这种突如其来的换帅会让投资者担忧,主要是对未来战略的不确定性。另外,本次财报的管理层对消费需求恢复持谨慎态度","images":[{"img":"https://static.tigerbbs.com/a9a23600882b33b58e4d4a27196693bd","width":"630","height":"529"},{"img":"https://static.tigerbbs.com/1f19c7997452113c69ac3cb4856832a3","width":"1267","height":"543"},{"img":"https://static.tigerbbs.com/8ffa6885c90571aa0684660bcd13e738","width":"1335","height":"649"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/279125516693576","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}