MTM20240312的个人主页 - 老虎社区

MTM20240312

MTM20240312

buy the rumor sell the news

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11-18 17:25

$英伟达(NVDA)$ 一直在车上就没下来

11-18 17:25

$特斯拉(TSLA)$ 今年怎么也要到400吧[笑哭]

11-18 13:15

$哔哩哔哩(BILI)$ bilibili是我之前很喜欢的一只股也多次让我盈利，虽说最后一次亏了点，这次再次买入看看～

11-18 13:13

小英不是那么容易被散户抛弃的不跟风不跟风[笑哭]

11-18 13:12

Replying to @周小小88:小英不是那么容易被散户抛弃的不跟风不跟风[笑哭]//@周小小88:拼多多担心管理层业绩会又出来乱说。。。

11-16 07:13

只是好奇你为啥这么有信心[笑哭] 恭喜不用吃[笑哭] [笑哭] [笑哭]

@Nio 1000蚊:$超微电脑(SMCI)$ 要是今天收超过$17，我表演倒立食💩

11-15

啊多么痛的领悟[笑哭][笑哭][笑哭]唱给再次被套住的中概股[笑哭]

11-14

这么明显的事情感觉很难不看涨

11-14

没有冲我拿了四年的腾讯就知道了

11-14

阿里早已经没活力了目前看不到新的契机

11-14

都追吧不然极有可能会踏空[笑哭]

11-14

没想到美股的规律对中概股基本不适用不知道京东我又被套多久

11-14

还有后续吗我是没有吸取教训出来两只又被另一支套住了[笑哭]

11-14

都重要呀对于美股来讲买可能更重要

11-14

$特斯拉(TSLA)$ 应该有机会吧回调波动对特斯拉都不算事

11-14

$英伟达(NVDA)$ 我感觉可以的[笑哭]

11-14

曾经亏过且没拿住的一只股

迪士尼第四财季营收、调整后每股收益超预期，上调业绩展望

11-12

怎么会他都当总统了当然不在乎这个钱，跟何况djt也是有功的股票

特朗普就职美国总统前需出售“DJT”股票吗？

11-11

$Reddit(RDDT)$ 继续晒这只最耀眼的吧[笑哭]

11-11

怎么会？台积电护城河很深很广不会轻易被中美带偏

去老虎APP查看更多动态

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Johnston）在接受采访时说：&#34;如果你把这一切加起来，我们的战略是有效的，而且效果非常好，我们对这些战略可能引领我们走向何方有很好的预见性。”</p><p>迪士尼预计2025财年将回购30亿美元股票。</p><p>截至发稿，迪士尼盘前涨超7%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a587503c799a6995a6d7725b816ac9d0\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>迪士尼第四财季营收、调整后每股收益超预期，上调业绩展望</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n迪士尼第四财季营收、调整后每股收益超预期，上调业绩展望\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\">2024-11-14 20:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/DIS\">迪士尼</a>周四公布了上季度（第四财季）财报，受暑期档漫威电影《死侍与金刚狼》（Deadpool &amp; Wolverine）火爆票房的推动，盈利超出华尔街预期，并对来年业绩作出乐观预测。</p><p>第四财季营收225.7亿美元，预估224.7亿美元。第四季度调整后每股收益1.14美元，预估1.10美元。</p><p>本季度，包括电影、电视和流媒体在内的娱乐部门的营业收入增长了一倍多，达到 11 亿美元，这反映了 Hulu 获得艾美奖提名的喜剧片《大楼里只有谋杀案》的回归，以及包括首部 R 级漫威电影《死侍与金刚狼》和《异形：罗姆卢斯》在内的暑期电影。死侍》全球票房达 13 亿美元。</p><p>迪士尼的旗舰流媒体视频服务 Disney+ 在印度以外的用户超过 1.227 亿，比上一季度增加了 440 万。公司在 9 月份加大了对密码共享的打击力度。</p><p>本季度，Disney+、Hulu 和 ESPN+ 实现营业利润 3.21 亿美元，这是流媒体服务连续第二个季度实现盈利。</p><p>迪士尼的体验业务（包括乐园和消费产品）下降了 6%，降至 16.6 亿美元。</p><p>公司报告称，国际乐园的营业收入下降了 32%，这反映了建造新景点的成本以及巴黎奥运会带来的竞争。</p><p>体育部门（包括 ESPN 电视网和 Star India 业务）的营业收入下降了 5%，降至 9.29 亿美元。ESPN 在大学橄榄球转播方面的节目和制作成本上升。</p><p>除了 2025 财年的预测外，迪士尼还表示，预计 2026 和 2027 财年调整后每股收益将实现两位数增长。</p><p>迪士尼首席财务官休-约翰斯顿（Hugh Johnston）在接受采访时说：&#34;如果你把这一切加起来，我们的战略是有效的，而且效果非常好，我们对这些战略可能引领我们走向何方有很好的预见性。”</p><p>迪士尼预计2025财年将回购30亿美元股票。</p><p>截至发稿，迪士尼盘前涨超7%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a587503c799a6995a6d7725b816ac9d0\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/24a5c9ee763bdd068795172812d82227","relate_stocks":{"DIS":"迪士尼"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180078183","content_text":"迪士尼周四公布了上季度（第四财季）财报，受暑期档漫威电影《死侍与金刚狼》（Deadpool & Wolverine）火爆票房的推动，盈利超出华尔街预期，并对来年业绩作出乐观预测。第四财季营收225.7亿美元，预估224.7亿美元。第四季度调整后每股收益1.14美元，预估1.10美元。本季度，包括电影、电视和流媒体在内的娱乐部门的营业收入增长了一倍多，达到 11 亿美元，这反映了 Hulu 获得艾美奖提名的喜剧片《大楼里只有谋杀案》的回归，以及包括首部 R 级漫威电影《死侍与金刚狼》和《异形：罗姆卢斯》在内的暑期电影。死侍》全球票房达 13 亿美元。迪士尼的旗舰流媒体视频服务 Disney+ 在印度以外的用户超过 1.227 亿，比上一季度增加了 440 万。公司在 9 月份加大了对密码共享的打击力度。本季度，Disney+、Hulu 和 ESPN+ 实现营业利润 3.21 亿美元，这是流媒体服务连续第二个季度实现盈利。迪士尼的体验业务（包括乐园和消费产品）下降了 6%，降至 16.6 亿美元。公司报告称，国际乐园的营业收入下降了 32%，这反映了建造新景点的成本以及巴黎奥运会带来的竞争。体育部门（包括 ESPN 电视网和 Star India 业务）的营业收入下降了 5%，降至 9.29 亿美元。ESPN 在大学橄榄球转播方面的节目和制作成本上升。除了 2025 财年的预测外，迪士尼还表示，预计 2026 和 2027 财年调整后每股收益将实现两位数增长。迪士尼首席财务官休-约翰斯顿（Hugh Johnston）在接受采访时说：\"如果你把这一切加起来，我们的战略是有效的，而且效果非常好，我们对这些战略可能引领我们走向何方有很好的预见性。”迪士尼预计2025财年将回购30亿美元股票。截至发稿，迪士尼盘前涨超7%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370176674381912,"gmtCreate":1731402284160,"gmtModify":1731402286301,"author":{"id":"4173359273343622","authorId":"4173359273343622","name":"MTM20240312","avatar":"https://static.tigerbbs.com/42ec1e226a32d919883f0a95641eb7c8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4173359273343622","authorIdStr":"4173359273343622"},"themes":[],"htmlText":"怎么会 他都当总统了 当然不在乎这个钱，跟何况djt也是有功的股票","listText":"怎么会 他都当总统了 当然不在乎这个钱，跟何况djt也是有功的股票","text":"怎么会 他都当总统了 当然不在乎这个钱，跟何况djt也是有功的股票","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370176674381912","repostId":"1153354338","repostType":4,"repost":{"id":"1153354338","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":1731391148,"share":"https://www.laohu8.com/m/news/1153354338?lang=&edition=full","pubTime":"2024-11-12 13:59","market":"us","language":"zh","title":"特朗普就职美国总统前需出售“DJT”股票吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1153354338","media":"老虎资讯综合","summary":"Shaub指出，几十年来，美国总统一直努力通过剥离资产或将其置于保密信托中来防止出现利益冲突。特朗普过渡团队未回应置评请求。$特朗普媒体科技集团$ 的投资者应密切关注相关诉讼，因为民主党将利用这种印象：外国或国内官员将试图通过购买或出售 $特朗普媒体科技集团$ 股票来影响总统。与此同时，伦理监督机构认为，特朗普在上周总统选举中的压倒性胜利意味着美国选民认可了特朗普对公职责任的随意态度。","content":"<html><head></head><body><blockquote><p>前美国政府伦理办公室主任表示，“政府伦理计划已死。”</p></blockquote><p>唐纳德·特朗普的社交媒体公司赚的钱并不多，但这并未阻止投资者大量买入其股票。</p><p> <a href=\"https://laohu8.com/S/DJT\">特朗普媒体科技集团</a> （Trump Media &amp; Technology Group Corp.，简称DJT）是特朗普社交媒体平台Truth Social的母公司，尽管其第三季度营收仅为 100 万美元，但市值却高达 72亿美元。</p><p>据行情数据，该公司的股价今年以来上涨超过90%，周一交易收盘价为每股32.90美元，这较3月的收盘高点66.22美元有所回落。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2851896e00a347fe85f88ac84eb92b38\" tg-width=\"560\" tg-height=\"240\"/></p><p>特朗普持有该公司多数股份，伦理专家认为该股票为美国个人和外国人提供了一种购买影响力的途径。</p><p>美国政府伦理办公室前主任沃尔特·绍布（Walter Shaub）在接受采访时表示，“这家公司似乎被严重高估，这引发了人们的疑问，即人们投资它是否是为了讨好特朗普或影响特朗普，这引发了人们对外国势力的担忧，其中许多人可能是国家势力。”</p><p>Shaub指出，几十年来，美国总统一直努力通过剥离资产或将其置于保密信托中来防止出现利益冲突。特朗普在 2017 年上任后打破了这一趋势，保留了对特朗普集团和各种房地产的所有权。</p><p>特朗普过渡团队未回应置评请求。</p><p>监督组织华盛顿公民责任与道德组织（CREW）的通讯主任乔丹·利博维茨（Jordan Libowitz）说：“唐纳德·特朗普的收买能力和腐败机会大大增加。”</p><p>他指出， <a href=\"https://laohu8.com/S/DJT\">特朗普媒体科技集团</a> 现在占特朗普净资产的大部分，该公司的财务报表显示，他拥有该企业 52.9% 的股份。</p><p>“是什么阻止了沙特财富基金、卡塔尔财富基金或阿联酋财富基金投入巨资以获得他的青睐——或者如果他们已经这么做了，威胁要抛售所有股票，从而让他的净资产暴跌？” Libowitz表示。</p><p>美国联邦法律要求行政部门雇员在其公职与其经济利益发生冲突时必须回避，但这些限制并不适用于总统或副总统。</p><p>目前还不清楚这些法律将如何对内阁部长等其他官员执行，因为追究他们的责任将由特朗普的司法部承担。</p><p>许多市场观察者认为 <a href=\"https://laohu8.com/S/DJT\">特朗普媒体科技集团</a> 与 <a href=\"https://laohu8.com/S/GME\">游戏驿站</a> （GameStop，GME）和 <a href=\"https://laohu8.com/S/AMC\">AMC院线</a> （AMC）等迷因股有相似之处——这些股票的股价飙升，但与公司基本面脱离。</p><p>经济学家、前克林顿政府官员布拉德·德隆（Brad DeLong）上周在一篇博文中写道，2022年和2023年早期购买 <a href=\"https://laohu8.com/S/DJT\">特朗普媒体科技集团</a> 的人“要么在赌它会成为成功盈利的媒体公司，要么是简单地表示对特朗普的迷因股支持。”但他补充说，近期的股价飙升可能有其他因素。</p><p>美国宪法禁止总统接受外国人或国内官员（如州长）的报酬。这些禁令被称为薪酬条款。</p><p>在特朗普的第一个任期内，CREW以及马里兰州和哥伦比亚特区的检察长起诉特朗普，认为他通过允许外国和国内官员在位于华盛顿的特朗普国际酒店下榻来违反了这些条款。</p><p>这些诉讼在特朗普离任后失去了实际意义，最终被最高法院驳回，但CREW从两个联邦上诉法院获得了有利的意见，为未来的诉讼留下了空间。</p><p> <a href=\"https://laohu8.com/S/DJT\">特朗普媒体科技集团</a> 的投资者应密切关注相关诉讼，因为民主党将利用这种印象：外国或国内官员将试图通过购买或出售 <a href=\"https://laohu8.com/S/DJT\">特朗普媒体科技集团</a> 股票来影响总统。</p><p>上个月，众议院监督与问责委员会的民主党人公布了一项调查结果，显示特朗普在其任期内通过外国和国内官员入住特朗普旗下的房产赚取了数百万美元。</p><p>与此同时，伦理监督机构认为，特朗普在上周总统选举中的压倒性胜利意味着美国选民认可了特朗普对公职责任的随意态度。</p><p>“政府伦理计划已死，”前政府伦理办公室主任Shaub说。“现在甚至连防止官员从职务中牟利的愿望都不存在了。这是选民在这次选举中所做的一个狭隘的选择。”</p><p><em>文章源自MarketWatch《Will Trump have to sell his ‘DJT’ stock before the inauguration?》</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特朗普就职美国总统前需出售“DJT”股票吗？</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特朗普就职美国总统前需出售“DJT”股票吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-11-12 13:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>前美国政府伦理办公室主任表示，“政府伦理计划已死。”</p></blockquote><p>唐纳德·特朗普的社交媒体公司赚的钱并不多，但这并未阻止投资者大量买入其股票。</p><p> <a href=\"https://laohu8.com/S/DJT\">特朗普媒体科技集团</a> （Trump Media &amp; Technology Group Corp.，简称DJT）是特朗普社交媒体平台Truth Social的母公司，尽管其第三季度营收仅为 100 万美元，但市值却高达 72亿美元。</p><p>据行情数据，该公司的股价今年以来上涨超过90%，周一交易收盘价为每股32.90美元，这较3月的收盘高点66.22美元有所回落。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2851896e00a347fe85f88ac84eb92b38\" tg-width=\"560\" tg-height=\"240\"/></p><p>特朗普持有该公司多数股份，伦理专家认为该股票为美国个人和外国人提供了一种购买影响力的途径。</p><p>美国政府伦理办公室前主任沃尔特·绍布（Walter Shaub）在接受采访时表示，“这家公司似乎被严重高估，这引发了人们的疑问，即人们投资它是否是为了讨好特朗普或影响特朗普，这引发了人们对外国势力的担忧，其中许多人可能是国家势力。”</p><p>Shaub指出，几十年来，美国总统一直努力通过剥离资产或将其置于保密信托中来防止出现利益冲突。特朗普在 2017 年上任后打破了这一趋势，保留了对特朗普集团和各种房地产的所有权。</p><p>特朗普过渡团队未回应置评请求。</p><p>监督组织华盛顿公民责任与道德组织（CREW）的通讯主任乔丹·利博维茨（Jordan Libowitz）说：“唐纳德·特朗普的收买能力和腐败机会大大增加。”</p><p>他指出， <a href=\"https://laohu8.com/S/DJT\">特朗普媒体科技集团</a> 现在占特朗普净资产的大部分，该公司的财务报表显示，他拥有该企业 52.9% 的股份。</p><p>“是什么阻止了沙特财富基金、卡塔尔财富基金或阿联酋财富基金投入巨资以获得他的青睐——或者如果他们已经这么做了，威胁要抛售所有股票，从而让他的净资产暴跌？” Libowitz表示。</p><p>美国联邦法律要求行政部门雇员在其公职与其经济利益发生冲突时必须回避，但这些限制并不适用于总统或副总统。</p><p>目前还不清楚这些法律将如何对内阁部长等其他官员执行，因为追究他们的责任将由特朗普的司法部承担。</p><p>许多市场观察者认为 <a href=\"https://laohu8.com/S/DJT\">特朗普媒体科技集团</a> 与 <a href=\"https://laohu8.com/S/GME\">游戏驿站</a> （GameStop，GME）和 <a href=\"https://laohu8.com/S/AMC\">AMC院线</a> （AMC）等迷因股有相似之处——这些股票的股价飙升，但与公司基本面脱离。</p><p>经济学家、前克林顿政府官员布拉德·德隆（Brad DeLong）上周在一篇博文中写道，2022年和2023年早期购买 <a href=\"https://laohu8.com/S/DJT\">特朗普媒体科技集团</a> 的人“要么在赌它会成为成功盈利的媒体公司，要么是简单地表示对特朗普的迷因股支持。”但他补充说，近期的股价飙升可能有其他因素。</p><p>美国宪法禁止总统接受外国人或国内官员（如州长）的报酬。这些禁令被称为薪酬条款。</p><p>在特朗普的第一个任期内，CREW以及马里兰州和哥伦比亚特区的检察长起诉特朗普，认为他通过允许外国和国内官员在位于华盛顿的特朗普国际酒店下榻来违反了这些条款。</p><p>这些诉讼在特朗普离任后失去了实际意义，最终被最高法院驳回，但CREW从两个联邦上诉法院获得了有利的意见，为未来的诉讼留下了空间。</p><p> <a href=\"https://laohu8.com/S/DJT\">特朗普媒体科技集团</a> 的投资者应密切关注相关诉讼，因为民主党将利用这种印象：外国或国内官员将试图通过购买或出售 <a href=\"https://laohu8.com/S/DJT\">特朗普媒体科技集团</a> 股票来影响总统。</p><p>上个月，众议院监督与问责委员会的民主党人公布了一项调查结果，显示特朗普在其任期内通过外国和国内官员入住特朗普旗下的房产赚取了数百万美元。</p><p>与此同时，伦理监督机构认为，特朗普在上周总统选举中的压倒性胜利意味着美国选民认可了特朗普对公职责任的随意态度。</p><p>“政府伦理计划已死，”前政府伦理办公室主任Shaub说。“现在甚至连防止官员从职务中牟利的愿望都不存在了。这是选民在这次选举中所做的一个狭隘的选择。”</p><p><em>文章源自MarketWatch《Will Trump have to sell his ‘DJT’ stock before the inauguration?》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/bfebffaa521a44de25d72bbbe11132be","relate_stocks":{"DJT":"特朗普媒体科技集团"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153354338","content_text":"前美国政府伦理办公室主任表示，“政府伦理计划已死。”唐纳德·特朗普的社交媒体公司赚的钱并不多，但这并未阻止投资者大量买入其股票。 特朗普媒体科技集团 （Trump Media & Technology Group Corp.，简称DJT）是特朗普社交媒体平台Truth Social的母公司，尽管其第三季度营收仅为 100 万美元，但市值却高达 72亿美元。据行情数据，该公司的股价今年以来上涨超过90%，周一交易收盘价为每股32.90美元，这较3月的收盘高点66.22美元有所回落。特朗普持有该公司多数股份，伦理专家认为该股票为美国个人和外国人提供了一种购买影响力的途径。美国政府伦理办公室前主任沃尔特·绍布（Walter Shaub）在接受采访时表示，“这家公司似乎被严重高估，这引发了人们的疑问，即人们投资它是否是为了讨好特朗普或影响特朗普，这引发了人们对外国势力的担忧，其中许多人可能是国家势力。”Shaub指出，几十年来，美国总统一直努力通过剥离资产或将其置于保密信托中来防止出现利益冲突。特朗普在 2017 年上任后打破了这一趋势，保留了对特朗普集团和各种房地产的所有权。特朗普过渡团队未回应置评请求。监督组织华盛顿公民责任与道德组织（CREW）的通讯主任乔丹·利博维茨（Jordan Libowitz）说：“唐纳德·特朗普的收买能力和腐败机会大大增加。”他指出， 特朗普媒体科技集团 现在占特朗普净资产的大部分，该公司的财务报表显示，他拥有该企业 52.9% 的股份。“是什么阻止了沙特财富基金、卡塔尔财富基金或阿联酋财富基金投入巨资以获得他的青睐——或者如果他们已经这么做了，威胁要抛售所有股票，从而让他的净资产暴跌？” Libowitz表示。美国联邦法律要求行政部门雇员在其公职与其经济利益发生冲突时必须回避，但这些限制并不适用于总统或副总统。目前还不清楚这些法律将如何对内阁部长等其他官员执行，因为追究他们的责任将由特朗普的司法部承担。许多市场观察者认为 特朗普媒体科技集团 与 游戏驿站 （GameStop，GME）和 AMC院线 （AMC）等迷因股有相似之处——这些股票的股价飙升，但与公司基本面脱离。经济学家、前克林顿政府官员布拉德·德隆（Brad DeLong）上周在一篇博文中写道，2022年和2023年早期购买 特朗普媒体科技集团 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继续晒这只最耀眼的吧[笑哭]","images":[{"img":"https://static.tigerbbs.com/4515c3b14a647537a36860b52ee20bae","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369953985999216","isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":369953574899800,"gmtCreate":1731338287690,"gmtModify":1731339001253,"author":{"id":"4173359273343622","authorId":"4173359273343622","name":"MTM20240312","avatar":"https://static.tigerbbs.com/42ec1e226a32d919883f0a95641eb7c8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4173359273343622","authorIdStr":"4173359273343622"},"themes":[],"htmlText":"怎么会？台积电护城河很深很广 不会轻易被中美带偏","listText":"怎么会？台积电护城河很深很广 不会轻易被中美带偏","text":"怎么会？台积电护城河很深很广 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这么一个能赚钱的公司实在不解 哪怕上到四百五 让我少个点肉离场呀","listText":"为啥微信的公司腾讯我拿了三年还是深套中 这么一个能赚钱的公司实在不解 哪怕上到四百五 让我少个点肉离场呀","text":"为啥微信的公司腾讯我拿了三年还是深套中 这么一个能赚钱的公司实在不解 哪怕上到四百五 让我少个点肉离场呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/337192728109328","repostId":"2457285746","repostType":2,"repost":{"id":"2457285746","pubTimestamp":1723004940,"share":"https://www.laohu8.com/m/news/2457285746?lang=&edition=full","pubTime":"2024-08-07 12:29","market":"hk","language":"zh","title":"爆火的小游戏，成了苹果 VS 腾讯的导火索","url":"https://stock-news.laohu8.com/highlight/detail?id=2457285746","media":"极客公园","summary":"苹果 VS 腾讯，来到了更严峻的“Round 2”。如果说公众号打赏还算游走在“内容消费和礼金赠予”的边缘地带，苹果和腾讯有交涉的空间，微信小游戏则毫无疑问地违反了苹果 App Store 的核心规则，牵涉到苹果的核心利益。目前，腾讯针对安卓平台的小游戏充值，会抽成 40%，对 iOS 平台则暂时不抽成。","content":"<html><body><article><p>强硬的<a href=\"https://laohu8.com/S/AAPL\">苹果</a>，遇到了同样强硬的<a href=\"https://laohu8.com/S/00700\">腾讯</a>。</p><p>“苹果税”的战火，在国内重燃。</p><p>8 月 2 日，据外媒报道，苹果已于过去几个月，向腾讯、字节施压，要求两家公司“封堵漏洞”，因为微信、抖音的平台开发者，都在把用户引向外部支付系统，从而规避 30% 的“苹果税”。苹果警告，如果不修补漏洞，将拒绝微信和抖音后续在 App Store 上架更新。</p><p>按照苹果的开发者条款，用户在 App 内消费的内容，都必须通过苹果的“应用内购买（IAP）”渠道进行支付，苹果则会对流水进行抽成。包括游戏充值、直播打赏、付费课程、包月会员等等，都必须遵守类似规定。</p><p>这不是苹果和腾讯*次就“苹果税”开战。2017 年，苹果曾要求微信公众号打赏功能接入 IAP，腾讯拒不接入，一度因此下线了打赏功能。之后苹果就此问题作出让步，专门修改了开发合同条款，允许公众号使用微信支付打赏。</p><p>这次苹果和腾讯“战事”的重启，原因是另一个——小游戏。</p><p>小游戏早不是“合成大西瓜”和“羊了个羊”时候的休闲娱乐话题，现在它已经是<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>元的赛道，并且仍未见到天花板。这次的微信小游戏，则已做成了一块大蛋糕。无论苹果还是腾讯，都不想在这个问题上作出让步。而微信的用户体量，在国内互联网生态中的重要地位，以及可能的监管介入，都给这个问题，增加了更多不确定性。</p><p>苹果 VS 腾讯，来到了更严峻的“Round 2”。</p><p>1、“苹果税”的微信漏洞</p><p>此次苹果发现的“漏洞”，是指微信小游戏玩家充值时，系统会将用户导向一个“客服聊天”界面，用户向客服发送充值指令后，客服返回一条支付链接，之后用户就可以通过微信支付完成充值。在抖音上，也存在类似情况。</p><p>对字节来说，想完成相关整改相对难度较低，因为抖音从上线之初就接入了苹果的 IAP 系统，“抖币”充值、直播打赏等应用内消费，本来就是走的 IAP，只需对小游戏的相关充值功能进行统一规范即可，字节在发展过程中已经与“苹果税”打了太多交道。</p><p>但对微信来说，事情就要复杂很多，因为微信在 IAP 接入上一直保持着很高的“抵触”，甚至为了不接入 IAP，放弃了很多业务。</p><p>2017 年，微信上线了公众号打赏功能，读者可以使用微信支付，直接向创作者打赏，就像“发红包”一样。当时苹果就表示，用户阅读公众号文章并打赏，是一种“内容消费”行为，需按苹果的规定接入 IAP。</p><p>但腾讯表示，微信并未从打赏中抽成，这个功能只是为了增加平台活跃，之后一度下线了打赏功能。之后双方经过一年多时间的沟通，苹果最终作出了让步，增加了一条“用户向其他用户赠予礼金，可以不通过 IAP”的条款，之后公众号打赏功能基于这一条款重新上线。</p><p>包括微信表情包的“付费赞赏”功能，也套用了同一条款。微信之所以没有付费售卖的表情包，背后也大概率与苹果的 IAP 限制有关。</p><p>如果说公众号打赏还算游走在“内容消费和礼金赠予”的边缘地带，苹果和腾讯有交涉的空间，微信小游戏则毫无疑问地违反了苹果 App Store 的核心规则，牵涉到苹果的核心利益。</p><p>实际上，光是微信小程序和小游戏本身，就已经踩在了苹果的敏感地带上。苹果的开发者条款规定，不能将应用本身打造成一个“应用平台”，此前<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、Meta 推出自家的云游戏平台时，苹果都毫不留情地“重拳出击”。对微信，苹果则采取了“睁一只眼闭一只眼”的态度，基本将微信小程序视为了公众号功能的延伸。之后又对其他云游戏平台也进行了松绑。</p><p>但针对手游充值是否接入 IAP 的问题上，苹果几乎没有让步空间，这是苹果软件服务收入的关键命脉所在。一旦微信小游戏的交易充值模式“跑通”，更多游戏开发商可能都会效仿此方式，绕开苹果税。</p><p>这对苹果来说，*是不可接受的。</p><p>2、“小游戏”的大蛋糕</p><p>在此之前，无论是公众号、表情包打赏，还是小程序，腾讯和苹果的矛盾顶多算是“摩擦”，都是技术层面的问题，并没有实际的利益争端。</p><p>从商业模式上，微信几乎*绕开了苹果当初为 App Store 设定的“抽成模式”。从最初，微信的商业化就不依赖用户的直接付费，而是通过广告、引流实现。自 2011 推出至今，微信用户的绝大多数消费行为，都是通过微信支付实现，绕开了苹果的限制。</p><p>直到今天，也只有视频号的直播打赏功能，按苹果的规定接入了 IAP，用户需要充值“微信豆”，才能进行打赏，但这一功能在微信内依然相对较为“边缘”。</p><p>微信小游戏在上线之初，也游走在微信平台的边缘。但随着平台发展，小游戏正在成为微信平台上，一块不容忽视的大蛋糕。</p><p>在今年 7 月的微信小游戏开发者大会上，微信官方透露，目前小游戏用户已达 10 亿，月活 5 亿，已经有 240 多款游戏的季度流水超千万，而最头部的小游戏如“咸鱼*”、“寻道大千”，流水甚至可以达到数十亿级别。</p><p>根据市场调研数据估算，2023 年微信小游戏的平台年流水约为 242 亿元，iOS 平台的流水也很可能有百亿级别。按照苹果 30% 的抽成比例，光是搞定微信，苹果就能拿到数十亿的潜在收入。</p><p>对苹果来说，这是不容忽视的增量。根据苹果刚刚发布的 2024 年三季度财报，软件服务收入已经成为了*的增长发动机，在苹果的整个收入结构里占 28%，考虑到软件服务的毛利率相比硬件更高，这块业务对苹果利润的驱动只会更大。</p><p>而且，小游戏的市场体量正在迅速增长。小游戏开发的投入极低，<span>毛利</span>极高，只需要一个很小的团队，在很短的时间里就能做出一款小游戏，投量后就能迅速产生收入转化。据业内人士透露，小游戏开发的毛利率甚至能达到 95% 左右。</p><p>目前，腾讯针对安卓平台的小游戏充值，会抽成 40%，对 iOS 平台则暂时不抽成。很显然，微信希望通过这一态度来缓和形势，背后必然在与苹果就相关问题进行沟通谈判。</p><p>问题相对很复杂。因为苹果针对中小开发者，有“苹果税”优惠。年流水低于 100 万美元的开发者，可以适用 15% 的优惠费率。但在微信小游戏的问题上，苹果只与腾讯之间有“开发者协议”，所有小游戏开发商的流水全部要算到腾讯的头上，则无法适用任何优惠，深究下去，微信小游戏、小程序在事实上搞出了“第二个 App Store”的问题，同样是苹果的敏感点。</p><p>3、苹果的软肋</p><p>彭博社发布报道后，包括苹果、字节、腾讯，都未就此报道发表回应。</p><p>不难判断，苹果也大概率不希望矛盾扩大，如果事件进入舆论视野，最终可能会导致它被摆上监管机构的办公桌。此前欧盟已经通过 DMA（数字市场法案）对苹果发起了监管审查，要求 iOS 必须开放第三方 App Store，也不得强制开发者使用 IAP 作为支付渠道。</p><p>苹果表面上配合欧盟法案，进行了合规整改，允许了第三方应用商店、支付渠道。但实际上依然“暗渡陈仓”，将苹果税换了一个名头，保留了下来，大部分开发者都表示，在苹果新的规则下，并不存在任何第三方应用商店、支付渠道的生存空间，因为开发者依然要交一大笔钱给苹果。</p><p>目前苹果税的问题在欧洲还没有尘埃落定，如果苹果在中国与巨头大规模开战，问题可能会变得更加复杂而不可控制。考虑到软件服务对苹果的重要性，这场争端甚至可能会决定苹果未来十年业务发展的命运。</p><p>此前曾有消息，华为在鸿蒙系统上免除了对微信的全部抽成，不收取任何费用，对其他开发者则设定了 20% 的抽成比例，低于苹果的 30%。</p><p>但对苹果这样的全球化企业来说，问题的关键并不在于微信这一家。而是它与任何一个企业“私下签订一份合同”，都会被视为是设定了不公平的竞争环境，引发更大的麻烦。此前无论是与<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Netflix、Spotify 还是 Epic 的争端，根本都在于苹果不希望动摇这一延续了 15 年之久的 App Store 规则。</p><p>只不过现在，对苹果来说，问题正在变得越来越复杂，越来越难以应对。</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\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240807123342af96524b&s=b><strong>极客公园</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>强硬的苹果，遇到了同样强硬的腾讯。“苹果税”的战火，在国内重燃。8 月 2 日，据外媒报道，苹果已于过去几个月，向腾讯、字节施压，要求两家公司“封堵漏洞”，因为微信、抖音的平台开发者，都在把用户引向外部支付系统，从而规避 30% 的“苹果税”。苹果警告，如果不修补漏洞，将拒绝微信和抖音后续在 App Store 上架更新。按照苹果的开发者条款，用户在 App 内消费的内容，都必须通过苹果的“应用内...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240807123342af96524b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"80700":"腾讯控股-R","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","IE0003795394.USD":"BNY MELLON ASIAN EQUITY \"A\" (USD) ACC","IE0032834883.USD":"FSSA ASIAN EQUITY PLUS \"I\" (USD) INC","LU0054237671.USD":"FIDELITY ASIAN SPECIAL SITUATIONS \"A\" INC","IE00B031HY20.USD":"FSSA CHINA GROWTH \"I\" (USD) INC","IE00BF5LJ272.USD":"Legg Mason Martin 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内消费的内容，都必须通过苹果的“应用内购买（IAP）”渠道进行支付，苹果则会对流水进行抽成。包括游戏充值、直播打赏、付费课程、包月会员等等，都必须遵守类似规定。这不是苹果和腾讯*次就“苹果税”开战。2017 年，苹果曾要求微信公众号打赏功能接入 IAP，腾讯拒不接入，一度因此下线了打赏功能。之后苹果就此问题作出让步，专门修改了开发合同条款，允许公众号使用微信支付打赏。这次苹果和腾讯“战事”的重启，原因是另一个——小游戏。小游戏早不是“合成大西瓜”和“羊了个羊”时候的休闲娱乐话题，现在它已经是数百亿元的赛道，并且仍未见到天花板。这次的微信小游戏，则已做成了一块大蛋糕。无论苹果还是腾讯，都不想在这个问题上作出让步。而微信的用户体量，在国内互联网生态中的重要地位，以及可能的监管介入，都给这个问题，增加了更多不确定性。苹果 VS 腾讯，来到了更严峻的“Round 2”。1、“苹果税”的微信漏洞此次苹果发现的“漏洞”，是指微信小游戏玩家充值时，系统会将用户导向一个“客服聊天”界面，用户向客服发送充值指令后，客服返回一条支付链接，之后用户就可以通过微信支付完成充值。在抖音上，也存在类似情况。对字节来说，想完成相关整改相对难度较低，因为抖音从上线之初就接入了苹果的 IAP 系统，“抖币”充值、直播打赏等应用内消费，本来就是走的 IAP，只需对小游戏的相关充值功能进行统一规范即可，字节在发展过程中已经与“苹果税”打了太多交道。但对微信来说，事情就要复杂很多，因为微信在 IAP 接入上一直保持着很高的“抵触”，甚至为了不接入 IAP，放弃了很多业务。2017 年，微信上线了公众号打赏功能，读者可以使用微信支付，直接向创作者打赏，就像“发红包”一样。当时苹果就表示，用户阅读公众号文章并打赏，是一种“内容消费”行为，需按苹果的规定接入 IAP。但腾讯表示，微信并未从打赏中抽成，这个功能只是为了增加平台活跃，之后一度下线了打赏功能。之后双方经过一年多时间的沟通，苹果最终作出了让步，增加了一条“用户向其他用户赠予礼金，可以不通过 IAP”的条款，之后公众号打赏功能基于这一条款重新上线。包括微信表情包的“付费赞赏”功能，也套用了同一条款。微信之所以没有付费售卖的表情包，背后也大概率与苹果的 IAP 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28%，考虑到软件服务的毛利率相比硬件更高，这块业务对苹果利润的驱动只会更大。而且，小游戏的市场体量正在迅速增长。小游戏开发的投入极低，毛利极高，只需要一个很小的团队，在很短的时间里就能做出一款小游戏，投量后就能迅速产生收入转化。据业内人士透露，小游戏开发的毛利率甚至能达到 95% 左右。目前，腾讯针对安卓平台的小游戏充值，会抽成 40%，对 iOS 平台则暂时不抽成。很显然，微信希望通过这一态度来缓和形势，背后必然在与苹果就相关问题进行沟通谈判。问题相对很复杂。因为苹果针对中小开发者，有“苹果税”优惠。年流水低于 100 万美元的开发者，可以适用 15% 的优惠费率。但在微信小游戏的问题上，苹果只与腾讯之间有“开发者协议”，所有小游戏开发商的流水全部要算到腾讯的头上，则无法适用任何优惠，深究下去，微信小游戏、小程序在事实上搞出了“第二个 App Store”的问题，同样是苹果的敏感点。3、苹果的软肋彭博社发布报道后，包括苹果、字节、腾讯，都未就此报道发表回应。不难判断，苹果也大概率不希望矛盾扩大，如果事件进入舆论视野，最终可能会导致它被摆上监管机构的办公桌。此前欧盟已经通过 DMA（数字市场法案）对苹果发起了监管审查，要求 iOS 必须开放第三方 App Store，也不得强制开发者使用 IAP 作为支付渠道。苹果表面上配合欧盟法案，进行了合规整改，允许了第三方应用商店、支付渠道。但实际上依然“暗渡陈仓”，将苹果税换了一个名头，保留了下来，大部分开发者都表示，在苹果新的规则下，并不存在任何第三方应用商店、支付渠道的生存空间，因为开发者依然要交一大笔钱给苹果。目前苹果税的问题在欧洲还没有尘埃落定，如果苹果在中国与巨头大规模开战，问题可能会变得更加复杂而不可控制。考虑到软件服务对苹果的重要性，这场争端甚至可能会决定苹果未来十年业务发展的命运。此前曾有消息，华为在鸿蒙系统上免除了对微信的全部抽成，不收取任何费用，对其他开发者则设定了 20% 的抽成比例，低于苹果的 30%。但对苹果这样的全球化企业来说，问题的关键并不在于微信这一家。而是它与任何一个企业“私下签订一份合同”，都会被视为是设定了不公平的竞争环境，引发更大的麻烦。此前无论是与亚马逊、Netflix、Spotify 还是 Epic 的争端，根本都在于苹果不希望动摇这一延续了 15 年之久的 App Store 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没有挺[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/300493546324168","isVote":1,"tweetType":1,"viewCount":2289,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3580379683829186","authorId":"3580379683829186","name":"Henry王","avatar":"https://static.tigerbbs.com/6d0c857fd1641d10f6b0f0a93af856b3","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3580379683829186","idStr":"3580379683829186"},"content":"每次下车后就开始涨[笑哭]","text":"每次下车后就开始涨[笑哭]","html":"每次下车后就开始涨[笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321870153449656,"gmtCreate":1719590593603,"gmtModify":1719590595540,"author":{"id":"4173359273343622","authorId":"4173359273343622","name":"MTM20240312","avatar":"https://static.tigerbbs.com/42ec1e226a32d919883f0a95641eb7c8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4173359273343622","idStr":"4173359273343622"},"themes":[],"htmlText":"<a 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这么多人维护这只股我也是醉了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/321870153449656","isVote":1,"tweetType":1,"viewCount":2410,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3450398809409245","authorId":"3450398809409245","name":"A胜天半子","avatar":"https://static.tigerbbs.com/7650a9e667bfb4b915410e236ed3b4d2","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3450398809409245","idStr":"3450398809409245"},"content":"就你最活跃，直接说你是做空还是做多，你要是空仓的话干嘛这么在意这支股？","text":"就你最活跃，直接说你是做空还是做多，你要是空仓的话干嘛这么在意这支股？","html":"就你最活跃，直接说你是做空还是做多，你要是空仓的话干嘛这么在意这支股？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317120112230648,"gmtCreate":1718460953080,"gmtModify":1718504531078,"author":{"id":"4173359273343622","authorId":"4173359273343622","name":"MTM20240312","avatar":"https://static.tigerbbs.com/42ec1e226a32d919883f0a95641eb7c8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4173359273343622","idStr":"4173359273343622"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> 当初在富途牛牛和老虎之间我选择了可爱的老虎而不是象征着牛气冲天的牛牛 全凭喜好[笑哭]&nbsp;&nbsp;希望十年后的老虎能添对翅膀飞上天[开心]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> 当初在富途牛牛和老虎之间我选择了可爱的老虎而不是象征着牛气冲天的牛牛 全凭喜好[笑哭]&nbsp;&nbsp;希望十年后的老虎能添对翅膀飞上天[开心]&nbsp;&nbsp;","text":"$老虎证券(TIGR)$ 当初在富途牛牛和老虎之间我选择了可爱的老虎而不是象征着牛气冲天的牛牛 全凭喜好[笑哭] 希望十年后的老虎能添对翅膀飞上天[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/317120112230648","isVote":1,"tweetType":1,"viewCount":962,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"740450932848","authorId":"740450932848","name":"33_Tiger","avatar":"https://static.tigerbbs.com/aa2c2a58a713dadbb19ede7c4c37d61d","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"740450932848","idStr":"740450932848"},"content":"感谢支持[爱你][爱你]祝你投资顺利","text":"感谢支持[爱你][爱你]祝你投资顺利","html":"感谢支持[爱你][爱你]祝你投资顺利"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360985912823968,"gmtCreate":1729166943490,"gmtModify":1729166945177,"author":{"id":"4173359273343622","authorId":"4173359273343622","name":"MTM20240312","avatar":"https://static.tigerbbs.com/42ec1e226a32d919883f0a95641eb7c8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4173359273343622","idStr":"4173359273343622"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02460\">$华润饮料(02460)$</a> 不会 我只知道华润超市已经倒闭不少了 竟然还敢在已经很卷的饮料市场分一杯羹","listText":"<a href=\"https://laohu8.com/S/02460\">$华润饮料(02460)$</a> 不会 我只知道华润超市已经倒闭不少了 竟然还敢在已经很卷的饮料市场分一杯羹","text":"$华润饮料(02460)$ 不会 我只知道华润超市已经倒闭不少了 竟然还敢在已经很卷的饮料市场分一杯羹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/360985912823968","isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4182346424956632","authorId":"4182346424956632","name":"最赚钱的期权","avatar":"https://static.tigerbbs.com/a275a333dc1d495e1864823b8e4852f5","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"4182346424956632","idStr":"4182346424956632"},"content":"那个是华润万家，华润还有混凝土、还有啤酒、还有好多好多，华润万家冰山一角","text":"那个是华润万家，华润还有混凝土、还有啤酒、还有好多好多，华润万家冰山一角","html":"那个是华润万家，华润还有混凝土、还有啤酒、还有好多好多，华润万家冰山一角"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338107673293072,"gmtCreate":1723564905106,"gmtModify":1723564907028,"author":{"id":"4173359273343622","authorId":"4173359273343622","name":"MTM20240312","avatar":"https://static.tigerbbs.com/42ec1e226a32d919883f0a95641eb7c8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4173359273343622","idStr":"4173359273343622"},"themes":[],"htmlText":"其减持占其总持有的百分比是多少呢&nbsp;","listText":"其减持占其总持有的百分比是多少呢&nbsp;","text":"其减持占其总持有的百分比是多少呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/338107673293072","repostId":"1152448493","repostType":4,"repost":{"id":"1152448493","weMediaInfo":{"introduction":"欢迎收听雷帝触网，雷帝触网是中国最多产的互联网科技自媒体，内容中立，快、准、狠，其由资深媒体人雷建平创办，雷建平是今日头条签约作家，也入驻了一点资讯、搜狐、网易等平台。","home_visible":1,"media_name":"雷递","id":"52","head_image":"https://static.tigerbbs.com/f45a6cbcc8ec48a7a2f52177324d0c16"},"pubTimestamp":1723548923,"share":"https://www.laohu8.com/m/news/1152448493?lang=&edition=full","pubTime":"2024-08-13 19:35","market":"us","language":"zh","title":"黄仁勋继续减持英伟达股权：2个月套现超5亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1152448493","media":"雷递","summary":"在英伟达市值持续走高过程中，英伟达创始人、CEO黄仁勋近期持续抛售公司股权。进入2024年8月以来，黄仁勋依然未停止减持的步伐，黄仁勋分别2024年8月1日、2日、5日、6日、7日、8日、9日继续抛售所持英伟达股权，每天减持12万股，每天套现1198万美元到1356万美元。黄仁勋已经减持42个交易日，一共减持了504万股，仅以保守的每天套现1200万美元计算，黄仁勋2个月时间已套现超过5亿美元。黄仁勋并不是唯一一个抛售股票的内部人士。","content":"<html><head></head><body><p style=\"text-align: justify;\">2024年以来，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>股价持续走高，一度市值突破3万亿美元，甚至超过<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>成为全球市值最高的公司。</p><p style=\"text-align: justify;\">在英伟达市值持续走高过程中，英伟达创始人、CEO黄仁勋近期持续抛售公司股权。</p><p style=\"text-align: justify;\">文件显示，黄仁勋在2024年6月13日、14日、17日、18日、20日、21日、24日、25日、26日、27日、28日、2024年7月1日、2日、3日、5日、8日、9日、10日、11日、12日、15日、16日、17日、18日、19日、22日、23日、24日、25日、26日、29日、30日、31日的每个交易日都进行减持，每次减持12万股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e6957c1dd243296b1d654c2343041abf\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"1486\"/></p><p>进入2024年8月以来， 黄仁勋依然未停止减持的步伐，</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5241dc740f8f712d49b7d9db8cfc1c02\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"230\"/></p><p style=\"text-align: justify;\">黄仁勋分别2024年8月1日、2日、5日、6日、7日、8日、9日继续抛售所持英伟达股权，每天减持12万股，每天套现1198万美元到1356万美元。</p><p style=\"text-align: justify;\">黄仁勋已经减持42个交易日，一共减持了504万股，仅以保守的每天套现1200万美元计算，黄仁勋2个月时间已套现超过5亿美元。</p><p style=\"text-align: justify;\">黄仁勋并不是唯一一个抛售股票的内部人士。</p><p style=\"text-align: justify;\">2024年上半年，公司高管和董事抛售了价值超过7亿美元的股票，这一金额超过公司历史上的任何其他时期。</p><p style=\"text-align: justify;\"><strong>人工智能存在巨大泡沫</strong></p><p style=\"text-align: justify;\">当前，包括微软、Meta等多家巨头均在大笔购买英伟达的芯片。</p><p style=\"text-align: justify;\">据报告显示，英伟达超过40%的收入来自“七大”股票中的一些熟悉的名字——微软、Meta、Alphabet 和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>。</p><p style=\"text-align: justify;\">Meta已定下至少100亿美元的订单，微软最近几周将订单规模增加20%。微软计划在2025年Q1之前为OpenAI准备5.5万-6.5万块GB200芯片。</p><p style=\"text-align: justify;\">不过，近期英伟达曝出即将推出的AI芯片将因设计缺陷而延迟三个月或更长时间，Blackwell的大规模生产可能被推迟到明年第一季度。</p><p style=\"text-align: justify;\">这可能会影响<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>和微软等客户，这些客户共订购了价值数十亿美元的芯片。</p><p style=\"text-align: justify;\">Blackwell可谓科技公司心中的“白月光”，承载着巨头们的厚望。如果即将发布的B100、B200、GB200等AI芯片被推迟三个月甚至更长时间，英伟达的客户们可就真的要担心了。</p><p style=\"text-align: justify;\">更让投资者担忧的是，巨头们在人工智能领域进行了巨额投资，但产生的回报仍遥遥无期。有基金经理称，“华尔街没有太多耐心。他们看到你花费了数十亿美元，就希望看到收入也有所增加。如果这些公司的业绩没有达到预期或没有远超预期，它们就会受到打击。”</p><p style=\"text-align: justify;\">还有投资者称，人工智能许多假定的用途“永远不会具备成本效益，永远不会发挥真正的作用，只会消耗太多能量，或者会被证明是不可信的”。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>黄仁勋继续减持英伟达股权：2个月套现超5亿美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n黄仁勋继续减持英伟达股权：2个月套现超5亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/52\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/f45a6cbcc8ec48a7a2f52177324d0c16);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">雷递 </p>\n<p class=\"h-time\">2024-08-13 19:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: justify;\">2024年以来，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>股价持续走高，一度市值突破3万亿美元，甚至超过<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>成为全球市值最高的公司。</p><p style=\"text-align: justify;\">在英伟达市值持续走高过程中，英伟达创始人、CEO黄仁勋近期持续抛售公司股权。</p><p style=\"text-align: justify;\">文件显示，黄仁勋在2024年6月13日、14日、17日、18日、20日、21日、24日、25日、26日、27日、28日、2024年7月1日、2日、3日、5日、8日、9日、10日、11日、12日、15日、16日、17日、18日、19日、22日、23日、24日、25日、26日、29日、30日、31日的每个交易日都进行减持，每次减持12万股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e6957c1dd243296b1d654c2343041abf\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"1486\"/></p><p>进入2024年8月以来， 黄仁勋依然未停止减持的步伐，</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5241dc740f8f712d49b7d9db8cfc1c02\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"230\"/></p><p style=\"text-align: justify;\">黄仁勋分别2024年8月1日、2日、5日、6日、7日、8日、9日继续抛售所持英伟达股权，每天减持12万股，每天套现1198万美元到1356万美元。</p><p style=\"text-align: justify;\">黄仁勋已经减持42个交易日，一共减持了504万股，仅以保守的每天套现1200万美元计算，黄仁勋2个月时间已套现超过5亿美元。</p><p style=\"text-align: justify;\">黄仁勋并不是唯一一个抛售股票的内部人士。</p><p style=\"text-align: justify;\">2024年上半年，公司高管和董事抛售了价值超过7亿美元的股票，这一金额超过公司历史上的任何其他时期。</p><p style=\"text-align: justify;\"><strong>人工智能存在巨大泡沫</strong></p><p style=\"text-align: justify;\">当前，包括微软、Meta等多家巨头均在大笔购买英伟达的芯片。</p><p style=\"text-align: justify;\">据报告显示，英伟达超过40%的收入来自“七大”股票中的一些熟悉的名字——微软、Meta、Alphabet 和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>。</p><p style=\"text-align: justify;\">Meta已定下至少100亿美元的订单，微软最近几周将订单规模增加20%。微软计划在2025年Q1之前为OpenAI准备5.5万-6.5万块GB200芯片。</p><p style=\"text-align: justify;\">不过，近期英伟达曝出即将推出的AI芯片将因设计缺陷而延迟三个月或更长时间，Blackwell的大规模生产可能被推迟到明年第一季度。</p><p style=\"text-align: justify;\">这可能会影响<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>和微软等客户，这些客户共订购了价值数十亿美元的芯片。</p><p style=\"text-align: justify;\">Blackwell可谓科技公司心中的“白月光”，承载着巨头们的厚望。如果即将发布的B100、B200、GB200等AI芯片被推迟三个月甚至更长时间，英伟达的客户们可就真的要担心了。</p><p style=\"text-align: justify;\">更让投资者担忧的是，巨头们在人工智能领域进行了巨额投资，但产生的回报仍遥遥无期。有基金经理称，“华尔街没有太多耐心。他们看到你花费了数十亿美元，就希望看到收入也有所增加。如果这些公司的业绩没有达到预期或没有远超预期，它们就会受到打击。”</p><p style=\"text-align: justify;\">还有投资者称，人工智能许多假定的用途“永远不会具备成本效益，永远不会发挥真正的作用，只会消耗太多能量，或者会被证明是不可信的”。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5a4967ef24d323b6e7241bea182fdf2","relate_stocks":{"IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4543":"AI","BK4527":"明星科技股","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson 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INC","NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152448493","content_text":"2024年以来，英伟达股价持续走高，一度市值突破3万亿美元，甚至超过微软、苹果成为全球市值最高的公司。在英伟达市值持续走高过程中，英伟达创始人、CEO黄仁勋近期持续抛售公司股权。文件显示，黄仁勋在2024年6月13日、14日、17日、18日、20日、21日、24日、25日、26日、27日、28日、2024年7月1日、2日、3日、5日、8日、9日、10日、11日、12日、15日、16日、17日、18日、19日、22日、23日、24日、25日、26日、29日、30日、31日的每个交易日都进行减持，每次减持12万股。进入2024年8月以来， 黄仁勋依然未停止减持的步伐，黄仁勋分别2024年8月1日、2日、5日、6日、7日、8日、9日继续抛售所持英伟达股权，每天减持12万股，每天套现1198万美元到1356万美元。黄仁勋已经减持42个交易日，一共减持了504万股，仅以保守的每天套现1200万美元计算，黄仁勋2个月时间已套现超过5亿美元。黄仁勋并不是唯一一个抛售股票的内部人士。2024年上半年，公司高管和董事抛售了价值超过7亿美元的股票，这一金额超过公司历史上的任何其他时期。人工智能存在巨大泡沫当前，包括微软、Meta等多家巨头均在大笔购买英伟达的芯片。据报告显示，英伟达超过40%的收入来自“七大”股票中的一些熟悉的名字——微软、Meta、Alphabet 和亚马逊。Meta已定下至少100亿美元的订单，微软最近几周将订单规模增加20%。微软计划在2025年Q1之前为OpenAI准备5.5万-6.5万块GB200芯片。不过，近期英伟达曝出即将推出的AI芯片将因设计缺陷而延迟三个月或更长时间，Blackwell的大规模生产可能被推迟到明年第一季度。这可能会影响Meta Platforms、谷歌和微软等客户，这些客户共订购了价值数十亿美元的芯片。Blackwell可谓科技公司心中的“白月光”，承载着巨头们的厚望。如果即将发布的B100、B200、GB200等AI芯片被推迟三个月甚至更长时间，英伟达的客户们可就真的要担心了。更让投资者担忧的是，巨头们在人工智能领域进行了巨额投资，但产生的回报仍遥遥无期。有基金经理称，“华尔街没有太多耐心。他们看到你花费了数十亿美元，就希望看到收入也有所增加。如果这些公司的业绩没有达到预期或没有远超预期，它们就会受到打击。”还有投资者称，人工智能许多假定的用途“永远不会具备成本效益，永远不会发挥真正的作用，只会消耗太多能量，或者会被证明是不可信的”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}