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马到成功1589

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马到成功1589

05-15

以前相信贾骗子的人，以后仍将继续无条件的相信贾骗子，要是不信了，岂不是说明自己以前很愚蠢，所以他们继续当贾骗子的信徒！悲哀呀

法拉第未来继续暴涨，贾跃亭称要帮中国车企进入美国市场

马到成功1589

05-15

又开始说假话了，又有好多人该相信贾骗子了

贾跃亭回应FF股价暴涨：可以帮助中国车企和供应链快速进入美国市场

马到成功1589

05-08

S13分析师一个

张忆东：中国股市今年行情有望回到或超去年高点，港股行情刚开始

马到成功1589

05-07

$TLT 20240930 92.0 CALL$ 昨天晚上买的，就一天，期权真是好宝贝！

马到成功1589

05-07

3月29号进入美国股市，上涨没赶上，下跌一天也没落下，股票亏了5000多美元，幸亏赶上老师讲期权，感觉期权不赖，结果短短俩星期不光弥补了亏损，还有了盈余，再次感谢所有的老师和工作人员，谢谢你们！也谢谢期权！感谢上帝！

马到成功1589

05-06

学习了，谢谢！ [强]

马到成功1589

05-04

明白了，讲的不错

马到成功1589

05-04

不错，点赞

马到成功1589

04-30

问题是，巴菲特持股了吗？

Sirius XM GAAP EPS of $0.07, revenue of $2.16B

马到成功1589

04-30

谢谢了 [比心]

马到成功1589

04-30

谢谢 [比心]

马到成功1589

04-26

鬼说话也有人信！

贾跃亭：已偿还100多亿美元债务，期待尽快回到中国

马到成功1589

04-24

马斯克不是一个普通人，电动汽车也只是一方面，特斯拉还有AI，还有人型机器人，特斯拉再涨几倍也正常

马到成功1589

04-23

利空出尽是利好，加上机器人概念，今天将是最佳进场机会，反弹从今天开始

马到成功1589

04-23

期权训练营收获刚开通美股一个月，买股票亏了4700多美元，以前也不懂期权，这次学完以后，我是收获满满，持有50元股票就卖个55的CALL，收益就增加了。想买100元股票就卖个90元的PUT，股票没到90元就挣权利金，股票到90元成本也低一些，感谢老师[强] [强] [强]

马到成功1589

04-23

$标普500(.SPX)$ 现在的下跌，是为了降息后更好的上涨，跌是暂时的，长期上涨的趋势并没有变，年底涨到5700是必然的

马到成功1589

04-23

在此位置做震荡往复运动，不会反弹太多的

马到成功1589

04-23

$特斯拉(TSLA)$ 特斯拉汽车没啥惊喜，估计只有惊吓，但股价下跌已经提前反映了，如果机器人出点消息，财报过后开始反弹应该可以期待，我预计今天跌出底部，开始反弹之旅！

马到成功1589

04-22

$NVDA 20240426 630.0 PUT$ PUT200股英伟达，行权价630元，跌到了建仓，跌不到挣点权利金。

马到成功1589

04-19

有些老人采用碰瓷增加收入，有些正府官员采用罚款增加收入

去老虎APP查看更多动态

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/>\n<title>法拉第未来继续暴涨，贾跃亭称要帮中国车企进入美国市场</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 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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法拉第未来继续暴涨，贾跃亭称要帮中国车企进入美国市场\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\">2024-05-15 21:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周三，当此前暴涨的游戏驿站、AMC院线大幅回落之际，法拉第未来延续了强势，截至发稿涨幅约74%，周二暴涨超367%。贾跃亭谈及此事时表示，越来越多的人意识到FF作为中美汽车产业桥梁的独一无二性，以及许多特有的价值。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57f85bec01472e31b280855159cc9812\" tg-width=\"560\" tg-height=\"240\"/></p><p>贾跃亭表示：“我和我的个人IP也正在为搭建中美友谊的桥梁和中美经济桥梁在不断的努力，正在和合作伙伴就中美汽车桥梁战略进行沟通。在遵守美国相关法律法规的前提下，FF可以帮助中国车企和供应链，快速进入美国市场，减少试错和时间成本，希望能够有机会和中国车企合作。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1a3754f388f30b5f7e5d59651613a82b","relate_stocks":{"FFIE":"Faraday Future"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132913904","content_text":"周三，当此前暴涨的游戏驿站、AMC院线大幅回落之际，法拉第未来延续了强势，截至发稿涨幅约74%，周二暴涨超367%。贾跃亭谈及此事时表示，越来越多的人意识到FF作为中美汽车产业桥梁的独一无二性，以及许多特有的价值。贾跃亭表示：“我和我的个人IP也正在为搭建中美友谊的桥梁和中美经济桥梁在不断的努力，正在和合作伙伴就中美汽车桥梁战略进行沟通。在遵守美国相关法律法规的前提下，FF可以帮助中国车企和供应链，快速进入美国市场，减少试错和时间成本，希望能够有机会和中国车企合作。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306137353863360,"gmtCreate":1715775221590,"gmtModify":1715775223800,"author":{"id":"4174712048813470","authorId":"4174712048813470","name":"马到成功1589","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"又开始说假话了，又有好多人该相信贾骗子了","listText":"又开始说假话了，又有好多人该相信贾骗子了","text":"又开始说假话了，又有好多人该相信贾骗子了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306137353863360","repostId":"1116785566","repostType":4,"repost":{"id":"1116785566","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":1715773218,"share":"https://www.laohu8.com/m/news/1116785566?lang=&edition=full","pubTime":"2024-05-15 19:40","market":"us","language":"zh","title":"贾跃亭回应FF股价暴涨：可以帮助中国车企和供应链快速进入美国市场","url":"https://stock-news.laohu8.com/highlight/detail?id=1116785566","media":"老虎资讯综合","summary":"希望能够有机会和中国车企合作。","content":"<html><head></head><body><p>法拉第未来昨日暴涨367.54%，涨幅在全部美股中排行第二。截至发稿，法拉第未来今日盘前涨幅超110%。贾跃亭谈及此事时表示，越来越多的人意识到FF作为中美汽车产业桥梁的独一无二性，以及许多特有的价值。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a893e86e1479618d79d733bb0937befd\" title=\"\" tg-width=\"450\" tg-height=\"124\"/></p><p>“我和我的个人IP也正在为搭建中美友谊的桥梁和中美经济桥梁在不断的努力。正在和合作伙伴就中美汽车桥梁战略进行沟通。”贾跃亭表示，美国对中国电动车加征4倍关税，影响了全球行业的竞争竞争，这种贸易保护主义的行为与经济全球化的浪潮相悖，对中国车企出海是非常大的打击。FF中国汽车产业桥梁的价值作用，也被推到了聚光灯下。在遵守美国相关法律法规的前提下，FF可以帮助中国车企和供应链，快速进入美国市场，减少试错和时间成本，希望能够有机会和中国车企合作。</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>贾跃亭回应FF股价暴涨：可以帮助中国车企和供应链快速进入美国市场</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n贾跃亭回应FF股价暴涨：可以帮助中国车企和供应链快速进入美国市场\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\">2024-05-15 19:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>法拉第未来昨日暴涨367.54%，涨幅在全部美股中排行第二。截至发稿，法拉第未来今日盘前涨幅超110%。贾跃亭谈及此事时表示，越来越多的人意识到FF作为中美汽车产业桥梁的独一无二性，以及许多特有的价值。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a893e86e1479618d79d733bb0937befd\" title=\"\" tg-width=\"450\" tg-height=\"124\"/></p><p>“我和我的个人IP也正在为搭建中美友谊的桥梁和中美经济桥梁在不断的努力。正在和合作伙伴就中美汽车桥梁战略进行沟通。”贾跃亭表示，美国对中国电动车加征4倍关税，影响了全球行业的竞争竞争，这种贸易保护主义的行为与经济全球化的浪潮相悖，对中国车企出海是非常大的打击。FF中国汽车产业桥梁的价值作用，也被推到了聚光灯下。在遵守美国相关法律法规的前提下，FF可以帮助中国车企和供应链，快速进入美国市场，减少试错和时间成本，希望能够有机会和中国车企合作。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1a3754f388f30b5f7e5d59651613a82b","relate_stocks":{"FFIE":"Faraday Future"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116785566","content_text":"法拉第未来昨日暴涨367.54%，涨幅在全部美股中排行第二。截至发稿，法拉第未来今日盘前涨幅超110%。贾跃亭谈及此事时表示，越来越多的人意识到FF作为中美汽车产业桥梁的独一无二性，以及许多特有的价值。“我和我的个人IP也正在为搭建中美友谊的桥梁和中美经济桥梁在不断的努力。正在和合作伙伴就中美汽车桥梁战略进行沟通。”贾跃亭表示，美国对中国电动车加征4倍关税，影响了全球行业的竞争竞争，这种贸易保护主义的行为与经济全球化的浪潮相悖，对中国车企出海是非常大的打击。FF中国汽车产业桥梁的价值作用，也被推到了聚光灯下。在遵守美国相关法律法规的前提下，FF可以帮助中国车企和供应链，快速进入美国市场，减少试错和时间成本，希望能够有机会和中国车企合作。","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303621533970744,"gmtCreate":1715146701603,"gmtModify":1715146703649,"author":{"id":"4174712048813470","authorId":"4174712048813470","name":"马到成功1589","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"S13分析师一个","listText":"S13分析师一个","text":"S13分析师一个","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303621533970744","repostId":"2433762378","repostType":4,"repost":{"id":"2433762378","pubTimestamp":1715138029,"share":"https://www.laohu8.com/m/news/2433762378?lang=&edition=full","pubTime":"2024-05-08 11:13","market":"hk","language":"zh","title":"张忆东：中国股市今年行情有望回到或超去年高点，港股行情刚开始","url":"https://stock-news.laohu8.com/highlight/detail?id=2433762378","media":"华尔街见闻","summary":"至少是季度性，甚至是年度性。","content":"<html><head></head><body><p><strong>核心观点：</strong></p><p>1、中国资产风险溢价过高，属于被错误定价，往后面来看，有希望在今年出现比较明显的回落。</p><p>2、港股基本上已经透支了所有利空因素，所以，有点阳光就灿烂。</p><p>从筹码博弈分析，<strong>今年港股市场的行情至少季度性的行情，甚至年度性的，当前才刚开始。</strong></p><p>3、Long only外资流入港股的趋势，短则持续到5月下旬，长则到6月中旬。目前，<strong>外资增持港股和A股的趋势仍有望延续。</strong></p><p>4、对于中国股市，<strong>今年的基本面和估值都有望实现戴维斯双击，无论是A股的沪深300或上证综指，还是恒生指数，都有可能回到去年的高点，甚至超过去年的高点。</strong></p><p>5、<strong>高胜率投资可能是未来数年中国经济企稳和新旧动能转换期的关键投资理念。</strong></p><p><a href=\"https://laohu8.com/S/601377\">兴业证券</a>全球首席策略分析师张忆东在最新研报中透露了其4月底电话会议的内容，对2024年中国股市作出上述分析和判断。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/88239156bb7c50fa2de4693ec7823f4f\" tg-width=\"915\" tg-height=\"428\"/></p><p>接近4月份时，张忆东就指出，港股调整幅度历史罕见，2024年有望底部抬升，而随后不久，5月2日，港股三大股指集体爆发，恒生指数突破18000点。此次会议中，张忆东对2024年港股和A股市场行情都非常乐观。他认为，中国股市今年的基本面和估值都有望实现戴维斯双击，无论A股港股有望超过去年高点。今年中国资产风险溢价将下降，风险偏好将有所改善，宏观基本面也将小幅改善，微观股市环境也将比过去几年有明显改善，好公司将走出牛市，小盘垃圾股的熊市可能刚开始，港股拥抱高胜率投资，建议掘金两类资产。</p><p>张忆东有多年证券从业经验，曾多次荣获新财富、水晶球、金牛奖等卖方策略研究领域各项大奖的“全满贯”第一名，也是A股和港股双料的策略第一名。</p><p>以下是投资作业本课代表整理的精华内容，分享给大家：</p><h2 id=\"id_1827336453\">高胜率投资或是未来数年关键投资理念</h2><p>今天汇报的是《港股的春天：拥抱高胜率投资》，高胜率投资的核心在于，当相关资产面临下行风险时，投资者可以安心入眠，同时资产的上行潜力巨大，能够随着时间推移为投资者带来良好的回报。</p><p>面对当前形势，我们认为高胜率投资不再简单等同于“茅指数” “宁组合”为代表的核心资产，现在的高胜率资产的利润增速或ROE（净资产收益率）可能并不高，与2016年到2021年初的情况有所不同。</p><p>新的时代，高质量发展成为主题，宏观增速回落，企业盈利质量的提升变得尤为重要。因此，投资者应关注现金流量表，结合资产负债表和利润表，以评估公司的长期价值。</p><p>我们认为<strong>高胜率投资可能是未来数年中国经济企稳和新旧动能转换期的关键投资理念</strong>。</p><p>经济高质量发展，增速虽然可能不会太高，但是，那些传统领域“剩”者为王的高股息红利资产，以及成长领域“赢家通吃”、盈利质量提升的绩优成长核心资产，<strong>都将走出阿尔法行情，也就是“好公司的牛市”。积极看多以恒指和沪深300指数这些代表着中国各领域龙头型“好公司”的指数。</strong></p><p>中国股市行情的结构今年非常清晰，<strong>不再是去年的哑铃型，而是更像“雷神之锤”</strong>，就是有竞争力的好公司，无论是高股息高分红的央国企特别是央国企港股龙头，还是具有核心竞争力和成长动能的各领域核心资产，都有望走出结构性牛市。</p><p>另一方面，<strong>小盘垃圾股的熊市今年可能刚开始</strong>，金融监管将推动资本市场的优胜劣汰、规范发展。</p><h2 id=\"id_323462837\">中国股市今年行情有望回到或超过去年高点</h2><p>为什么看多中国股市，有三方面理由：</p><p><strong>第一，预计风险溢价将下降，风险偏好将改善；</strong></p><p>驱动中国资产风险溢价的回落，一方面来自外部因素，即整个全球资金再配置的因素，就是所谓的高低切换——long only型的资金特别是全球大型资管公司只需要从过度拥挤的做多美股科技股、做多日本的策略里获利落袋，并拿出少部分的钱配一点中国资产，就能带来四两拨千斤、引发空头回补的效果。</p><p>另一方面，中国内部因素的改善将会进一步驱动风险溢价的回落。</p><p>中国资产当前的风险溢价过高，反应了过度悲观的预期，那么只要真实基本面没有那么差，就能够超预期。事实上，无论是去年第四季度还是今年第一季度，尤其是今年第一季度的数据，远超市场预期。</p><p>具体看下港股，基本上已经透支了所有利空因素，所以，有点阳光就灿烂。</p><p>从筹码博弈分析，今年港股市场的行情至少季度性的行情，甚至年度性的，当前才刚开始。目前的港股做空仍然过度拥挤，做空占比远没有降到每次反弹行情接近见顶时的水平。</p><p><strong>第二，宏观基本面也将有所改善，尽管改善幅度可能较为温和；</strong></p><p>我们判断，这些long only的增量资金有望持续流入，不只是短期博弈。</p><p>展望下，Long only资金流入港股乃至A股的节奏将会如何？我认为可能分为两个阶段：</p><p>第一个阶段，Long only外资流入港股的趋势，短则持续到5月下旬，长则到6月中旬。</p><p>目前，外资增持港股和A股的趋势仍有望延续。美债收益率在5%以下，金融市场没有系统性风险的情况下，海外机构投资者愿意寻找性价比，某种程度上是寻找落后补涨的机会。</p><p>尽管我对港股持乐观态度，但是，必须认识到风险偏好的改善并非一蹴而就。从历史经验来看，每当港股市场活跃之后，内地买方和卖方一致看多的时候，港股行情都会有震荡。</p><p>因此，从节奏角度来看，最迟6月中旬，一旦美债收益率升至5%以上，或者，港股情绪快速升温（很多大V喊牛市或夺取定价权）、做空比例回到10%左右，那么港股市场可能会经历一次像样的震荡。</p><p>第二阶段， long only资金流入的第二波，要等年中之后，中国经济相对美国经济的动能。</p><p>今年三季度，无论是同比还是环比，美国经济都处于低点，中国经济同比动能可能会在下半年表现得更好，这使得今年三季度中美之间的相对动能有利于中国。</p><p>因此，尽管二季度末可能会有一些震荡、获利回吐，但真正大规模外资流入可能会在三季度。</p><p>从中国经济的维度来看，长期来说是高质量发展，新动能驱动；从短期来看2024年名义GDP企稳，新旧动能切换的过程的痛苦缓解。2024年人民币资产和中国股票的配置吸引力将持续提升。</p><p>总结来讲，我们维持去年年底对港股的看法，无论是高低切换带来的增量资金，还是全球资金再配置的力量，还是说中国经济相对动能没有那么糟糕带来基本面和估值的双修复，以及今年下半年特别是三季度，全球资金利率有望回落，从而，改善港股本地资金面，推动股市向上。</p><p><strong>第三，微观股市环境也将比过去几年有明显改善。</strong></p><p>A股强调发展安全、透明、规范、开放、有活力、有韧性的资本市场，出台了许多非常有意义的政策导向，如国九条等，鼓励投资，限制过度融资，包括鼓励分红等，这些都是非常正确的政策方向。</p><p>对于港股而言，香港着力提高股票市场的竞争力，中国证监会对港合作的五项措施，下半年也将是一个正面的推动。我们特别关注在优化互联互通的税务安排方面是否会有进展。</p><p><strong>对于中国股市，今年的基本面和估值都有望实现戴维斯双击，无论是A股的沪深300或上证综指，还是恒生指数，都有可能回到去年的高点，甚至超过去年的高点。</strong></p><h2 id=\"id_979153035\">港股掘金两类资产</h2><p>对于港股而言，我们建议掘金两类资产。<strong>一类是高股息资产</strong>。今年，可转债策略可能比纯粹的高股息策略表现更好，按照可转债的思路进行配置——股息率在3%左右即可，不必太苛刻，要重视现金流量表、关注良好的现金流，以支撑分红的持续性；但是，对业绩弹性的关注要更高，要业绩增速达到10%以上，最好可以15%左右。对于港股的高红利资产，特别是一些央企港股，如果今年有港股通的红利税减免的潜在可能性，则可以视为看涨期权。<strong>另一类是高质量盈利资产</strong>，即我们这些年提倡的核心资产，今年要从三个维度寻找具有时代红利的核心资产。</p><p>第一，从<a href=\"https://laohu8.com/S/603883\">老百姓</a>的角度来看，高性价比消费时代来临了，最看好互联网龙头。从广义的消费来讲，互联网、生物医药、食品饮料、物业和社会服务等领域的龙头公司，都值得关注。互联网龙头是今年港股核心资产行情的主战场。对现在的互联网龙头而言，他们的估值已经不是高高在上的成长股了，已经进入到是一个价值股的逻辑了，但是盈利的持续性稳定性反而提高了，回购的力度也在不断加大。</p><p>第二，出海相关的制造业卷王，特别是电动工具、家具、家居、机械、化工等。</p><p>第三，A股市场中的高端制造业，特别是那些可能受益于国家新一轮大规模设备更新投资的公司。张忆东从业证书编号：S0190510110012来源：投资作业本Pro 作者课代表</p></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\" />\n<title>张忆东：中国股市今年行情有望回到或超去年高点，港股行情刚开始</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{ 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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张忆东：中国股市今年行情有望回到或超去年高点，港股行情刚开始\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-08 11:13 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3714420><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>核心观点：1、中国资产风险溢价过高，属于被错误定价，往后面来看，有希望在今年出现比较明显的回落。2、港股基本上已经透支了所有利空因素，所以，有点阳光就灿烂。从筹码博弈分析，今年港股市场的行情至少季度性的行情，甚至年度性的，当前才刚开始。3、Long only外资流入港股的趋势，短则持续到5月下旬，长则到6月中旬。目前，外资增持港股和A股的趋势仍有望延续。4、对于中国股市，今年的基本面和估值都有望...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3714420\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/88239156bb7c50fa2de4693ec7823f4f","relate_stocks":{"YINN":"三倍做多富时中国ETF-Direxion","HSCEI":"国企指数","HSI":"恒生指数","HSTECH":"恒生科技指数"},"source_url":"https://wallstreetcn.com/articles/3714420","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2433762378","content_text":"核心观点：1、中国资产风险溢价过高，属于被错误定价，往后面来看，有希望在今年出现比较明显的回落。2、港股基本上已经透支了所有利空因素，所以，有点阳光就灿烂。从筹码博弈分析，今年港股市场的行情至少季度性的行情，甚至年度性的，当前才刚开始。3、Long only外资流入港股的趋势，短则持续到5月下旬，长则到6月中旬。目前，外资增持港股和A股的趋势仍有望延续。4、对于中国股市，今年的基本面和估值都有望实现戴维斯双击，无论是A股的沪深300或上证综指，还是恒生指数，都有可能回到去年的高点，甚至超过去年的高点。5、高胜率投资可能是未来数年中国经济企稳和新旧动能转换期的关键投资理念。兴业证券全球首席策略分析师张忆东在最新研报中透露了其4月底电话会议的内容，对2024年中国股市作出上述分析和判断。接近4月份时，张忆东就指出，港股调整幅度历史罕见，2024年有望底部抬升，而随后不久，5月2日，港股三大股指集体爆发，恒生指数突破18000点。此次会议中，张忆东对2024年港股和A股市场行情都非常乐观。他认为，中国股市今年的基本面和估值都有望实现戴维斯双击，无论A股港股有望超过去年高点。今年中国资产风险溢价将下降，风险偏好将有所改善，宏观基本面也将小幅改善，微观股市环境也将比过去几年有明显改善，好公司将走出牛市，小盘垃圾股的熊市可能刚开始，港股拥抱高胜率投资，建议掘金两类资产。张忆东有多年证券从业经验，曾多次荣获新财富、水晶球、金牛奖等卖方策略研究领域各项大奖的“全满贯”第一名，也是A股和港股双料的策略第一名。以下是投资作业本课代表整理的精华内容，分享给大家：高胜率投资或是未来数年关键投资理念今天汇报的是《港股的春天：拥抱高胜率投资》，高胜率投资的核心在于，当相关资产面临下行风险时，投资者可以安心入眠，同时资产的上行潜力巨大，能够随着时间推移为投资者带来良好的回报。面对当前形势，我们认为高胜率投资不再简单等同于“茅指数” “宁组合”为代表的核心资产，现在的高胜率资产的利润增速或ROE（净资产收益率）可能并不高，与2016年到2021年初的情况有所不同。新的时代，高质量发展成为主题，宏观增速回落，企业盈利质量的提升变得尤为重要。因此，投资者应关注现金流量表，结合资产负债表和利润表，以评估公司的长期价值。我们认为高胜率投资可能是未来数年中国经济企稳和新旧动能转换期的关键投资理念。经济高质量发展，增速虽然可能不会太高，但是，那些传统领域“剩”者为王的高股息红利资产，以及成长领域“赢家通吃”、盈利质量提升的绩优成长核心资产，都将走出阿尔法行情，也就是“好公司的牛市”。积极看多以恒指和沪深300指数这些代表着中国各领域龙头型“好公司”的指数。中国股市行情的结构今年非常清晰，不再是去年的哑铃型，而是更像“雷神之锤”，就是有竞争力的好公司，无论是高股息高分红的央国企特别是央国企港股龙头，还是具有核心竞争力和成长动能的各领域核心资产，都有望走出结构性牛市。另一方面，小盘垃圾股的熊市今年可能刚开始，金融监管将推动资本市场的优胜劣汰、规范发展。中国股市今年行情有望回到或超过去年高点为什么看多中国股市，有三方面理由：第一，预计风险溢价将下降，风险偏好将改善；驱动中国资产风险溢价的回落，一方面来自外部因素，即整个全球资金再配置的因素，就是所谓的高低切换——long only型的资金特别是全球大型资管公司只需要从过度拥挤的做多美股科技股、做多日本的策略里获利落袋，并拿出少部分的钱配一点中国资产，就能带来四两拨千斤、引发空头回补的效果。另一方面，中国内部因素的改善将会进一步驱动风险溢价的回落。中国资产当前的风险溢价过高，反应了过度悲观的预期，那么只要真实基本面没有那么差，就能够超预期。事实上，无论是去年第四季度还是今年第一季度，尤其是今年第一季度的数据，远超市场预期。具体看下港股，基本上已经透支了所有利空因素，所以，有点阳光就灿烂。从筹码博弈分析，今年港股市场的行情至少季度性的行情，甚至年度性的，当前才刚开始。目前的港股做空仍然过度拥挤，做空占比远没有降到每次反弹行情接近见顶时的水平。第二，宏观基本面也将有所改善，尽管改善幅度可能较为温和；我们判断，这些long only的增量资金有望持续流入，不只是短期博弈。展望下，Long only资金流入港股乃至A股的节奏将会如何？我认为可能分为两个阶段：第一个阶段，Long only外资流入港股的趋势，短则持续到5月下旬，长则到6月中旬。目前，外资增持港股和A股的趋势仍有望延续。美债收益率在5%以下，金融市场没有系统性风险的情况下，海外机构投资者愿意寻找性价比，某种程度上是寻找落后补涨的机会。尽管我对港股持乐观态度，但是，必须认识到风险偏好的改善并非一蹴而就。从历史经验来看，每当港股市场活跃之后，内地买方和卖方一致看多的时候，港股行情都会有震荡。因此，从节奏角度来看，最迟6月中旬，一旦美债收益率升至5%以上，或者，港股情绪快速升温（很多大V喊牛市或夺取定价权）、做空比例回到10%左右，那么港股市场可能会经历一次像样的震荡。第二阶段， long only资金流入的第二波，要等年中之后，中国经济相对美国经济的动能。今年三季度，无论是同比还是环比，美国经济都处于低点，中国经济同比动能可能会在下半年表现得更好，这使得今年三季度中美之间的相对动能有利于中国。因此，尽管二季度末可能会有一些震荡、获利回吐，但真正大规模外资流入可能会在三季度。从中国经济的维度来看，长期来说是高质量发展，新动能驱动；从短期来看2024年名义GDP企稳，新旧动能切换的过程的痛苦缓解。2024年人民币资产和中国股票的配置吸引力将持续提升。总结来讲，我们维持去年年底对港股的看法，无论是高低切换带来的增量资金，还是全球资金再配置的力量，还是说中国经济相对动能没有那么糟糕带来基本面和估值的双修复，以及今年下半年特别是三季度，全球资金利率有望回落，从而，改善港股本地资金面，推动股市向上。第三，微观股市环境也将比过去几年有明显改善。A股强调发展安全、透明、规范、开放、有活力、有韧性的资本市场，出台了许多非常有意义的政策导向，如国九条等，鼓励投资，限制过度融资，包括鼓励分红等，这些都是非常正确的政策方向。对于港股而言，香港着力提高股票市场的竞争力，中国证监会对港合作的五项措施，下半年也将是一个正面的推动。我们特别关注在优化互联互通的税务安排方面是否会有进展。对于中国股市，今年的基本面和估值都有望实现戴维斯双击，无论是A股的沪深300或上证综指，还是恒生指数，都有可能回到去年的高点，甚至超过去年的高点。港股掘金两类资产对于港股而言，我们建议掘金两类资产。一类是高股息资产。今年，可转债策略可能比纯粹的高股息策略表现更好，按照可转债的思路进行配置——股息率在3%左右即可，不必太苛刻，要重视现金流量表、关注良好的现金流，以支撑分红的持续性；但是，对业绩弹性的关注要更高，要业绩增速达到10%以上，最好可以15%左右。对于港股的高红利资产，特别是一些央企港股，如果今年有港股通的红利税减免的潜在可能性，则可以视为看涨期权。另一类是高质量盈利资产，即我们这些年提倡的核心资产，今年要从三个维度寻找具有时代红利的核心资产。第一，从老百姓的角度来看，高性价比消费时代来临了，最看好互联网龙头。从广义的消费来讲，互联网、生物医药、食品饮料、物业和社会服务等领域的龙头公司，都值得关注。互联网龙头是今年港股核心资产行情的主战场。对现在的互联网龙头而言，他们的估值已经不是高高在上的成长股了，已经进入到是一个价值股的逻辑了，但是盈利的持续性稳定性反而提高了，回购的力度也在不断加大。第二，出海相关的制造业卷王，特别是电动工具、家具、家居、机械、化工等。第三，A股市场中的高端制造业，特别是那些可能受益于国家新一轮大规模设备更新投资的公司。张忆东从业证书编号：S0190510110012来源：投资作业本Pro 作者课代表","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303391332429936,"gmtCreate":1715090404539,"gmtModify":1715090408207,"author":{"id":"4174712048813470","authorId":"4174712048813470","name":"马到成功1589","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/TLT 20240930 92.0 CALL\">$TLT 20240930 92.0 CALL$ </a> 昨天晚上买的，就一天，期权真是好宝贝！","listText":"<a href=\"https://laohu8.com/OPT/TLT 20240930 92.0 CALL\">$TLT 20240930 92.0 CALL$ </a> 昨天晚上买的，就一天，期权真是好宝贝！","text":"$TLT 20240930 92.0 CALL$ 昨天晚上买的，就一天，期权真是好宝贝！","images":[{"img":"https://static.tigerbbs.com/b16a08b39525d9f10820f4529fb546da","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303391332429936","isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":303313066598432,"gmtCreate":1715071403569,"gmtModify":1715071678476,"author":{"id":"4174712048813470","authorId":"4174712048813470","name":"马到成功1589","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"3月29号进入美国股市，上涨没赶上，下跌一天也没落下，股票亏了5000多美元，幸亏赶上老师讲期权，感觉期权不赖，结果短短俩星期不光弥补了亏损，还有了盈余，再次感谢所有的老师和工作人员，谢谢你们！也谢谢期权！感谢上帝！","listText":"3月29号进入美国股市，上涨没赶上，下跌一天也没落下，股票亏了5000多美元，幸亏赶上老师讲期权，感觉期权不赖，结果短短俩星期不光弥补了亏损，还有了盈余，再次感谢所有的老师和工作人员，谢谢你们！也谢谢期权！感谢上帝！","text":"3月29号进入美国股市，上涨没赶上，下跌一天也没落下，股票亏了5000多美元，幸亏赶上老师讲期权，感觉期权不赖，结果短短俩星期不光弥补了亏损，还有了盈余，再次感谢所有的老师和工作人员，谢谢你们！也谢谢期权！感谢上帝！","images":[{"img":"https://static.tigerbbs.com/278969d33be046e19b0bde2f7b1d7af2","width":"1080","height":"2340"},{"img":"https://static.tigerbbs.com/00f0fd7f9b2b87474c96f3ef61fb6418","width":"1080","height":"2340"},{"img":"https://static.tigerbbs.com/65515f207f4b96ba3a821112e9729b30","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303313066598432","isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},{"id":302925005541640,"gmtCreate":1714962387627,"gmtModify":1714962389122,"author":{"id":"4174712048813470","authorId":"4174712048813470","name":"马到成功1589","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"学习了，谢谢！ [强]","listText":"学习了，谢谢！ [强]","text":"学习了，谢谢！ [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302925005541640","isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302393062752544,"gmtCreate":1714832518819,"gmtModify":1714832520643,"author":{"id":"4174712048813470","authorId":"4174712048813470","name":"马到成功1589","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"明白了，讲的不错","listText":"明白了，讲的不错","text":"明白了，讲的不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302393062752544","isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302392159944992,"gmtCreate":1714832298408,"gmtModify":1714832300101,"author":{"id":"4174712048813470","authorId":"4174712048813470","name":"马到成功1589","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"不错，点赞","listText":"不错，点赞","text":"不错，点赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302392159944992","isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300975535223032,"gmtCreate":1714486441173,"gmtModify":1714486443246,"author":{"id":"4174712048813470","authorId":"4174712048813470","name":"马到成功1589","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"问题是，巴菲特持股了吗？","listText":"问题是，巴菲特持股了吗？","text":"问题是，巴菲特持股了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300975535223032","repostId":"2431317820","repostType":2,"repost":{"id":"2431317820","pubTimestamp":1714475572,"share":"https://www.laohu8.com/m/news/2431317820?lang=&edition=full","pubTime":"2024-04-30 19:12","market":"sh","language":"en","title":"Sirius XM GAAP EPS of $0.07, revenue of $2.16B","url":"https://stock-news.laohu8.com/highlight/detail?id=2431317820","media":"seekingalpha","summary":"Sirius XM press release : Q1 GAAP EPS of $0.07. Revenue of $2.16B. Ad Revenue Up 7% Year-Over-Year Net Income of $265 Million; Diluted EPS of $0.07 Adjusted EBITDA of $650 Million; Up 4% Year-Over-Year Free Cash Flow of $132 Million; Down 8% Year-Over-Year  Company Reiterates 2024 Financial Guidance:  Total revenue of approximately $8.75 billion,  Adjusted EBITDA of approximately $2.70 billion, and  Free cash flow of approximately $1.20 billion.","content":"<html><body><ul> <li>Sirius XM press release (<span>NASDAQ:SIRI</span>): Q1 GAAP EPS of $0.07.</li> <li>Revenue of $2.16B.</li> <li>Ad Revenue Up 7% Year-Over-Year</li> <li>Net Income of $265 Million; Diluted EPS of $0.07</li> <li>Adjusted EBITDA of $650 Million; Up 4% Year-Over-Year</li> <li>Free Cash Flow of $132 Million; Down<span> 8% Year-Over-Year</span> </li> <li>Company Reiterates 2024 Financial Guidance: • Total revenue of approximately $8.75 billion, • Adjusted EBITDA of approximately $2.70 billion, and • Free cash flow of approximately $1.20 billion.</li> </ul> </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>Sirius XM GAAP EPS of $0.07, revenue of $2.16B</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\">\nSirius XM GAAP EPS of $0.07, revenue of $2.16B\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-30 19:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4096101-sirius-xm-gaap-eps-of-007-revenue-of-216b><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sirius XM press release (NASDAQ:SIRI): Q1 GAAP EPS of $0.07. Revenue of $2.16B. Ad Revenue Up 7% Year-Over-Year Net Income of $265 Million; Diluted EPS of $0.07 Adjusted EBITDA of $650 Million; Up 4% ...</p>\n\n<a href=\"https://seekingalpha.com/news/4096101-sirius-xm-gaap-eps-of-007-revenue-of-216b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SIRI":"Sirius XM Holdings Inc.","XM":"Qualtrics International"},"source_url":"https://seekingalpha.com/news/4096101-sirius-xm-gaap-eps-of-007-revenue-of-216b","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2431317820","content_text":"Sirius XM press release (NASDAQ:SIRI): Q1 GAAP EPS of $0.07. Revenue of $2.16B. Ad Revenue Up 7% Year-Over-Year Net Income of $265 Million; Diluted EPS of $0.07 Adjusted EBITDA of $650 Million; Up 4% Year-Over-Year Free Cash Flow of $132 Million; Down 8% Year-Over-Year  Company Reiterates 2024 Financial Guidance: • Total revenue of approximately $8.75 billion, • Adjusted EBITDA of approximately $2.70 billion, and • Free cash flow of approximately $1.20 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300944544796976,"gmtCreate":1714478973604,"gmtModify":1714478980357,"author":{"id":"4174712048813470","authorId":"4174712048813470","name":"马到成功1589","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"谢谢了 [比心]","listText":"谢谢了 [比心]","text":"谢谢了 [比心]","images":[{"img":"https://static.tigerbbs.com/8bae2e05ab3aaea34a0a37bdfc04f0be"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300944544796976","isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":300943895830776,"gmtCreate":1714478716712,"gmtModify":1714478719516,"author":{"id":"4174712048813470","authorId":"4174712048813470","name":"马到成功1589","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"谢谢 [比心]","listText":"谢谢 [比心]","text":"谢谢 [比心]","images":[{"img":"https://static.tigerbbs.com/f82725d0484cbc9229228dd0f84d6201"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300943895830776","isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":299443627192424,"gmtCreate":1714125750814,"gmtModify":1714125752457,"author":{"id":"4174712048813470","authorId":"4174712048813470","name":"马到成功1589","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"鬼说话也有人信！","listText":"鬼说话也有人信！","text":"鬼说话也有人信！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299443627192424","repostId":"1105301546","repostType":4,"repost":{"id":"1105301546","pubTimestamp":1714121270,"share":"https://www.laohu8.com/m/news/1105301546?lang=&edition=full","pubTime":"2024-04-26 16:47","market":"us","language":"zh","title":"贾跃亭：已偿还100多亿美元债务，期待尽快回到中国","url":"https://stock-news.laohu8.com/highlight/detail?id=1105301546","media":"快科技","summary":"在美国的法律体系下，他目前已经没有任何债务负担。","content":"<html><head></head><body><p><strong>贾跃亭在其最新的视频声明中宣布，他已偿还了超100亿美元的债务。</strong></p><p style=\"text-align: start;\">在视频中，他提到2017年乐视网财务危机爆发时，他本人为乐视网的债务提供了约120亿美元的担保。</p><p style=\"text-align: start;\">贾跃亭强调，<strong>这些债务并非他个人的直接负债，而是他为乐视网提供的担保</strong>，这可能成为全球个人担保金额最高的案例。</p><p>他还提到，<strong>在美国的法律体系下，他目前已经没有任何债务负担。</strong>这是因为他在5年前就在美国申请了个人破产重组，并成功完成了重组计划。</p><p style=\"text-align: start;\">尽管如此，贾跃亭表示，他将尽其所能，尽快解决在中国法律体系下的债务问题。</p><p style=\"text-align: start;\">他同时表示，能够早日返回祖国是他最大的梦想，他期待着在造车事业取得成功并清偿所有债务后，尽快回到中国。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffb2f124bd678ace037394e28ce964d8\" alt=\"\" title=\"\" tg-width=\"600\" tg-height=\"861\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47a2a62a6388320fcdeb6d79fc8575aa\" alt=\"贾跃亭：已偿还100多亿美元债务 替乐视还的\" title=\"贾跃亭：已偿还100多亿美元债务 替乐视还的\" tg-width=\"600\" tg-height=\"749\"/><span>贾跃亭：已偿还100多亿美元债务 替乐视还的</span></p></body></html>","source":"kkj","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>贾跃亭：已偿还100多亿美元债务，期待尽快回到中国</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贾跃亭：已偿还100多亿美元债务，期待尽快回到中国\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-26 16:47 北京时间&nbsp;&nbsp;&nbsp;<a href=https://news.mydrivers.com/1/976/976528.htm><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>贾跃亭在其最新的视频声明中宣布，他已偿还了超100亿美元的债务。在视频中，他提到2017年乐视网财务危机爆发时，他本人为乐视网的债务提供了约120亿美元的担保。贾跃亭强调，这些债务并非他个人的直接负债，而是他为乐视网提供的担保，这可能成为全球个人担保金额最高的案例。他还提到，在美国的法律体系下，他目前已经没有任何债务负担。这是因为他在5年前就在美国申请了个人破产重组，并成功完成了重组计划。尽管如此...</p>\n\n<a href=\"https://news.mydrivers.com/1/976/976528.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fcf74adffe102b47b483069a4a3fee6a","relate_stocks":{"FFIE":"Faraday Future"},"source_url":"https://news.mydrivers.com/1/976/976528.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105301546","content_text":"贾跃亭在其最新的视频声明中宣布，他已偿还了超100亿美元的债务。在视频中，他提到2017年乐视网财务危机爆发时，他本人为乐视网的债务提供了约120亿美元的担保。贾跃亭强调，这些债务并非他个人的直接负债，而是他为乐视网提供的担保，这可能成为全球个人担保金额最高的案例。他还提到，在美国的法律体系下，他目前已经没有任何债务负担。这是因为他在5年前就在美国申请了个人破产重组，并成功完成了重组计划。尽管如此，贾跃亭表示，他将尽其所能，尽快解决在中国法律体系下的债务问题。他同时表示，能够早日返回祖国是他最大的梦想，他期待着在造车事业取得成功并清偿所有债务后，尽快回到中国。贾跃亭：已偿还100多亿美元债务 替乐视还的","news_type":1},"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298742008594528,"gmtCreate":1713943773689,"gmtModify":1713943775735,"author":{"id":"4174712048813470","authorId":"4174712048813470","name":"马到成功1589","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"马斯克不是一个普通人，电动汽车也只是一方面，特斯拉还有AI，还有人型机器人，特斯拉再涨几倍也正常","listText":"马斯克不是一个普通人，电动汽车也只是一方面，特斯拉还有AI，还有人型机器人，特斯拉再涨几倍也正常","text":"马斯克不是一个普通人，电动汽车也只是一方面，特斯拉还有AI，还有人型机器人，特斯拉再涨几倍也正常","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298742008594528","isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298399242563824,"gmtCreate":1713883902972,"gmtModify":1713883905539,"author":{"id":"4174712048813470","authorId":"4174712048813470","name":"马到成功1589","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"利空出尽是利好，加上机器人概念，今天将是最佳进场机会，反弹从今天开始","listText":"利空出尽是利好，加上机器人概念，今天将是最佳进场机会，反弹从今天开始","text":"利空出尽是利好，加上机器人概念，今天将是最佳进场机会，反弹从今天开始","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/298399242563824","isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4174712048813470","authorId":"4174712048813470","name":"马到成功1589","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"content":"昨晚卖3手PUT，小挣300美元","text":"昨晚卖3手PUT，小挣300美元","html":"昨晚卖3手PUT，小挣300美元"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298379657793816,"gmtCreate":1713879031248,"gmtModify":1713879036592,"author":{"id":"4174712048813470","authorId":"4174712048813470","name":"马到成功1589","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"期权训练营收获 刚开通美股一个月，买股票亏了4700多美元，以前也不懂期权，这次学完以后，我是收获满满，持有50元股票就卖个55的CALL，收益就增加了。想买100元股票就卖个90元的PUT，股票没到90元就挣权利金，股票到90元成本也低一些，感谢老师[强]&nbsp;&nbsp;[强]&nbsp;&nbsp;[强]&nbsp;&nbsp;","listText":"期权训练营收获 刚开通美股一个月，买股票亏了4700多美元，以前也不懂期权，这次学完以后，我是收获满满，持有50元股票就卖个55的CALL，收益就增加了。想买100元股票就卖个90元的PUT，股票没到90元就挣权利金，股票到90元成本也低一些，感谢老师[强]&nbsp;&nbsp;[强]&nbsp;&nbsp;[强]&nbsp;&nbsp;","text":"期权训练营收获 刚开通美股一个月，买股票亏了4700多美元，以前也不懂期权，这次学完以后，我是收获满满，持有50元股票就卖个55的CALL，收益就增加了。想买100元股票就卖个90元的PUT，股票没到90元就挣权利金，股票到90元成本也低一些，感谢老师[强] [强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298379657793816","isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298346906009912,"gmtCreate":1713856565617,"gmtModify":1713856661511,"author":{"id":"4174712048813470","authorId":"4174712048813470","name":"马到成功1589","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$&nbsp;</a> 现在的下跌，是为了降息后更好的上涨，跌是暂时的，长期上涨的趋势并没有变，年底涨到5700是必然的","listText":"<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$&nbsp;</a> 现在的下跌，是为了降息后更好的上涨，跌是暂时的，长期上涨的趋势并没有变，年底涨到5700是必然的","text":"$标普500(.SPX)$ 现在的下跌，是为了降息后更好的上涨，跌是暂时的，长期上涨的趋势并没有变，年底涨到5700是必然的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298346906009912","isVote":1,"tweetType":1,"viewCount":711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298346204663936,"gmtCreate":1713856387205,"gmtModify":1713856389111,"author":{"id":"4174712048813470","authorId":"4174712048813470","name":"马到成功1589","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"在此位置做震荡往复运动，不会反弹太多的","listText":"在此位置做震荡往复运动，不会反弹太多的","text":"在此位置做震荡往复运动，不会反弹太多的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298346204663936","isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298346085785720,"gmtCreate":1713856250658,"gmtModify":1713867277701,"author":{"id":"4174712048813470","authorId":"4174712048813470","name":"马到成功1589","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a 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PUT200股英伟达，行权价630元，跌到了建仓，跌不到挣点权利金。","images":[{"img":"https://static.tigerbbs.com/9e8ca1c2666a1c25d5f4cd735d3f8c87","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":2,"link":"https://laohu8.com/post/298049240510632","isVote":1,"tweetType":1,"viewCount":4581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":296925998825608,"gmtCreate":1713520520416,"gmtModify":1713520732055,"author":{"id":"4174712048813470","authorId":"4174712048813470","name":"马到成功1589","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"有些老人采用碰瓷增加收入，有些正府官员采用罚款增加收入","listText":"有些老人采用碰瓷增加收入，有些正府官员采用罚款增加收入","text":"有些老人采用碰瓷增加收入，有些正府官员采用罚款增加收入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296925998825608","isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":306163487904016,"gmtCreate":1715781517343,"gmtModify":1715782322677,"author":{"id":"4174712048813470","authorId":"4174712048813470","name":"马到成功1589","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"以前相信贾骗子的人，以后仍将继续无条件的相信贾骗子，要是不信了，岂不是说明自己以前很愚蠢，所以他们继续当贾骗子的信徒！悲哀呀","listText":"以前相信贾骗子的人，以后仍将继续无条件的相信贾骗子，要是不信了，岂不是说明自己以前很愚蠢，所以他们继续当贾骗子的信徒！悲哀呀","text":"以前相信贾骗子的人，以后仍将继续无条件的相信贾骗子，要是不信了，岂不是说明自己以前很愚蠢，所以他们继续当贾骗子的信徒！悲哀呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/306163487904016","repostId":"1132913904","repostType":4,"repost":{"id":"1132913904","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":1715780736,"share":"https://www.laohu8.com/m/news/1132913904?lang=&edition=full","pubTime":"2024-05-15 21:45","market":"us","language":"zh","title":"法拉第未来继续暴涨，贾跃亭称要帮中国车企进入美国市场","url":"https://stock-news.laohu8.com/highlight/detail?id=1132913904","media":"老虎资讯综合","summary":"希望能够有机会和中国车企合作。","content":"<html><head></head><body><p>周三，当此前暴涨的游戏驿站、AMC院线大幅回落之际，法拉第未来延续了强势，截至发稿涨幅约74%，周二暴涨超367%。贾跃亭谈及此事时表示，越来越多的人意识到FF作为中美汽车产业桥梁的独一无二性，以及许多特有的价值。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57f85bec01472e31b280855159cc9812\" tg-width=\"560\" tg-height=\"240\"/></p><p>贾跃亭表示：“我和我的个人IP也正在为搭建中美友谊的桥梁和中美经济桥梁在不断的努力，正在和合作伙伴就中美汽车桥梁战略进行沟通。在遵守美国相关法律法规的前提下，FF可以帮助中国车企和供应链，快速进入美国市场，减少试错和时间成本，希望能够有机会和中国车企合作。”</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\" 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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法拉第未来继续暴涨，贾跃亭称要帮中国车企进入美国市场\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\">2024-05-15 21:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周三，当此前暴涨的游戏驿站、AMC院线大幅回落之际，法拉第未来延续了强势，截至发稿涨幅约74%，周二暴涨超367%。贾跃亭谈及此事时表示，越来越多的人意识到FF作为中美汽车产业桥梁的独一无二性，以及许多特有的价值。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57f85bec01472e31b280855159cc9812\" tg-width=\"560\" tg-height=\"240\"/></p><p>贾跃亭表示：“我和我的个人IP也正在为搭建中美友谊的桥梁和中美经济桥梁在不断的努力，正在和合作伙伴就中美汽车桥梁战略进行沟通。在遵守美国相关法律法规的前提下，FF可以帮助中国车企和供应链，快速进入美国市场，减少试错和时间成本，希望能够有机会和中国车企合作。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1a3754f388f30b5f7e5d59651613a82b","relate_stocks":{"FFIE":"Faraday Future"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132913904","content_text":"周三，当此前暴涨的游戏驿站、AMC院线大幅回落之际，法拉第未来延续了强势，截至发稿涨幅约74%，周二暴涨超367%。贾跃亭谈及此事时表示，越来越多的人意识到FF作为中美汽车产业桥梁的独一无二性，以及许多特有的价值。贾跃亭表示：“我和我的个人IP也正在为搭建中美友谊的桥梁和中美经济桥梁在不断的努力，正在和合作伙伴就中美汽车桥梁战略进行沟通。在遵守美国相关法律法规的前提下，FF可以帮助中国车企和供应链，快速进入美国市场，减少试错和时间成本，希望能够有机会和中国车企合作。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298049240510632,"gmtCreate":1713794763140,"gmtModify":1713839078904,"author":{"id":"4174712048813470","authorId":"4174712048813470","name":"马到成功1589","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/NVDA 20240426 630.0 PUT\">$NVDA 20240426 630.0 PUT$ </a> PUT200股英伟达，行权价630元，跌到了建仓，跌不到挣点权利金。","listText":"<a href=\"https://laohu8.com/OPT/NVDA 20240426 630.0 PUT\">$NVDA 20240426 630.0 PUT$ </a> PUT200股英伟达，行权价630元，跌到了建仓，跌不到挣点权利金。","text":"$NVDA 20240426 630.0 PUT$ PUT200股英伟达，行权价630元，跌到了建仓，跌不到挣点权利金。","images":[{"img":"https://static.tigerbbs.com/9e8ca1c2666a1c25d5f4cd735d3f8c87","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":2,"link":"https://laohu8.com/post/298049240510632","isVote":1,"tweetType":1,"viewCount":4581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":298346085785720,"gmtCreate":1713856250658,"gmtModify":1713867277701,"author":{"id":"4174712048813470","authorId":"4174712048813470","name":"马到成功1589","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 特斯拉汽车没啥惊喜，估计只有惊吓，但股价下跌已经提前反映了，如果机器人出点消息，财报过后开始反弹应该可以期待，我预计今天跌出底部，开始反弹之旅！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 特斯拉汽车没啥惊喜，估计只有惊吓，但股价下跌已经提前反映了，如果机器人出点消息，财报过后开始反弹应该可以期待，我预计今天跌出底部，开始反弹之旅！","text":"$特斯拉(TSLA)$ 特斯拉汽车没啥惊喜，估计只有惊吓，但股价下跌已经提前反映了，如果机器人出点消息，财报过后开始反弹应该可以期待，我预计今天跌出底部，开始反弹之旅！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298346085785720","isVote":1,"tweetType":1,"viewCount":6242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306137353863360,"gmtCreate":1715775221590,"gmtModify":1715775223800,"author":{"id":"4174712048813470","authorId":"4174712048813470","name":"马到成功1589","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"又开始说假话了，又有好多人该相信贾骗子了","listText":"又开始说假话了，又有好多人该相信贾骗子了","text":"又开始说假话了，又有好多人该相信贾骗子了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306137353863360","repostId":"1116785566","repostType":4,"repost":{"id":"1116785566","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":1715773218,"share":"https://www.laohu8.com/m/news/1116785566?lang=&edition=full","pubTime":"2024-05-15 19:40","market":"us","language":"zh","title":"贾跃亭回应FF股价暴涨：可以帮助中国车企和供应链快速进入美国市场","url":"https://stock-news.laohu8.com/highlight/detail?id=1116785566","media":"老虎资讯综合","summary":"希望能够有机会和中国车企合作。","content":"<html><head></head><body><p>法拉第未来昨日暴涨367.54%，涨幅在全部美股中排行第二。截至发稿，法拉第未来今日盘前涨幅超110%。贾跃亭谈及此事时表示，越来越多的人意识到FF作为中美汽车产业桥梁的独一无二性，以及许多特有的价值。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a893e86e1479618d79d733bb0937befd\" title=\"\" tg-width=\"450\" tg-height=\"124\"/></p><p>“我和我的个人IP也正在为搭建中美友谊的桥梁和中美经济桥梁在不断的努力。正在和合作伙伴就中美汽车桥梁战略进行沟通。”贾跃亭表示，美国对中国电动车加征4倍关税，影响了全球行业的竞争竞争，这种贸易保护主义的行为与经济全球化的浪潮相悖，对中国车企出海是非常大的打击。FF中国汽车产业桥梁的价值作用，也被推到了聚光灯下。在遵守美国相关法律法规的前提下，FF可以帮助中国车企和供应链，快速进入美国市场，减少试错和时间成本，希望能够有机会和中国车企合作。</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>贾跃亭回应FF股价暴涨：可以帮助中国车企和供应链快速进入美国市场</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贾跃亭回应FF股价暴涨：可以帮助中国车企和供应链快速进入美国市场\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\">2024-05-15 19:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>法拉第未来昨日暴涨367.54%，涨幅在全部美股中排行第二。截至发稿，法拉第未来今日盘前涨幅超110%。贾跃亭谈及此事时表示，越来越多的人意识到FF作为中美汽车产业桥梁的独一无二性，以及许多特有的价值。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a893e86e1479618d79d733bb0937befd\" title=\"\" tg-width=\"450\" tg-height=\"124\"/></p><p>“我和我的个人IP也正在为搭建中美友谊的桥梁和中美经济桥梁在不断的努力。正在和合作伙伴就中美汽车桥梁战略进行沟通。”贾跃亭表示，美国对中国电动车加征4倍关税，影响了全球行业的竞争竞争，这种贸易保护主义的行为与经济全球化的浪潮相悖，对中国车企出海是非常大的打击。FF中国汽车产业桥梁的价值作用，也被推到了聚光灯下。在遵守美国相关法律法规的前提下，FF可以帮助中国车企和供应链，快速进入美国市场，减少试错和时间成本，希望能够有机会和中国车企合作。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1a3754f388f30b5f7e5d59651613a82b","relate_stocks":{"FFIE":"Faraday Future"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116785566","content_text":"法拉第未来昨日暴涨367.54%，涨幅在全部美股中排行第二。截至发稿，法拉第未来今日盘前涨幅超110%。贾跃亭谈及此事时表示，越来越多的人意识到FF作为中美汽车产业桥梁的独一无二性，以及许多特有的价值。“我和我的个人IP也正在为搭建中美友谊的桥梁和中美经济桥梁在不断的努力。正在和合作伙伴就中美汽车桥梁战略进行沟通。”贾跃亭表示，美国对中国电动车加征4倍关税，影响了全球行业的竞争竞争，这种贸易保护主义的行为与经济全球化的浪潮相悖，对中国车企出海是非常大的打击。FF中国汽车产业桥梁的价值作用，也被推到了聚光灯下。在遵守美国相关法律法规的前提下，FF可以帮助中国车企和供应链，快速进入美国市场，减少试错和时间成本，希望能够有机会和中国车企合作。","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298399242563824,"gmtCreate":1713883902972,"gmtModify":1713883905539,"author":{"id":"4174712048813470","authorId":"4174712048813470","name":"马到成功1589","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"利空出尽是利好，加上机器人概念，今天将是最佳进场机会，反弹从今天开始","listText":"利空出尽是利好，加上机器人概念，今天将是最佳进场机会，反弹从今天开始","text":"利空出尽是利好，加上机器人概念，今天将是最佳进场机会，反弹从今天开始","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/298399242563824","isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4174712048813470","authorId":"4174712048813470","name":"马到成功1589","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"content":"昨晚卖3手PUT，小挣300美元","text":"昨晚卖3手PUT，小挣300美元","html":"昨晚卖3手PUT，小挣300美元"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298346906009912,"gmtCreate":1713856565617,"gmtModify":1713856661511,"author":{"id":"4174712048813470","authorId":"4174712048813470","name":"马到成功1589","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$&nbsp;</a> 现在的下跌，是为了降息后更好的上涨，跌是暂时的，长期上涨的趋势并没有变，年底涨到5700是必然的","listText":"<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$&nbsp;</a> 现在的下跌，是为了降息后更好的上涨，跌是暂时的，长期上涨的趋势并没有变，年底涨到5700是必然的","text":"$标普500(.SPX)$ 现在的下跌，是为了降息后更好的上涨，跌是暂时的，长期上涨的趋势并没有变，年底涨到5700是必然的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298346906009912","isVote":1,"tweetType":1,"viewCount":711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303313066598432,"gmtCreate":1715071403569,"gmtModify":1715071678476,"author":{"id":"4174712048813470","authorId":"4174712048813470","name":"马到成功1589","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"3月29号进入美国股市，上涨没赶上，下跌一天也没落下，股票亏了5000多美元，幸亏赶上老师讲期权，感觉期权不赖，结果短短俩星期不光弥补了亏损，还有了盈余，再次感谢所有的老师和工作人员，谢谢你们！也谢谢期权！感谢上帝！","listText":"3月29号进入美国股市，上涨没赶上，下跌一天也没落下，股票亏了5000多美元，幸亏赶上老师讲期权，感觉期权不赖，结果短短俩星期不光弥补了亏损，还有了盈余，再次感谢所有的老师和工作人员，谢谢你们！也谢谢期权！感谢上帝！","text":"3月29号进入美国股市，上涨没赶上，下跌一天也没落下，股票亏了5000多美元，幸亏赶上老师讲期权，感觉期权不赖，结果短短俩星期不光弥补了亏损，还有了盈余，再次感谢所有的老师和工作人员，谢谢你们！也谢谢期权！感谢上帝！","images":[{"img":"https://static.tigerbbs.com/278969d33be046e19b0bde2f7b1d7af2","width":"1080","height":"2340"},{"img":"https://static.tigerbbs.com/00f0fd7f9b2b87474c96f3ef61fb6418","width":"1080","height":"2340"},{"img":"https://static.tigerbbs.com/65515f207f4b96ba3a821112e9729b30","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303313066598432","isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},{"id":299443627192424,"gmtCreate":1714125750814,"gmtModify":1714125752457,"author":{"id":"4174712048813470","authorId":"4174712048813470","name":"马到成功1589","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"鬼说话也有人信！","listText":"鬼说话也有人信！","text":"鬼说话也有人信！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299443627192424","repostId":"1105301546","repostType":4,"repost":{"id":"1105301546","pubTimestamp":1714121270,"share":"https://www.laohu8.com/m/news/1105301546?lang=&edition=full","pubTime":"2024-04-26 16:47","market":"us","language":"zh","title":"贾跃亭：已偿还100多亿美元债务，期待尽快回到中国","url":"https://stock-news.laohu8.com/highlight/detail?id=1105301546","media":"快科技","summary":"在美国的法律体系下，他目前已经没有任何债务负担。","content":"<html><head></head><body><p><strong>贾跃亭在其最新的视频声明中宣布，他已偿还了超100亿美元的债务。</strong></p><p style=\"text-align: start;\">在视频中，他提到2017年乐视网财务危机爆发时，他本人为乐视网的债务提供了约120亿美元的担保。</p><p style=\"text-align: start;\">贾跃亭强调，<strong>这些债务并非他个人的直接负债，而是他为乐视网提供的担保</strong>，这可能成为全球个人担保金额最高的案例。</p><p>他还提到，<strong>在美国的法律体系下，他目前已经没有任何债务负担。</strong>这是因为他在5年前就在美国申请了个人破产重组，并成功完成了重组计划。</p><p style=\"text-align: start;\">尽管如此，贾跃亭表示，他将尽其所能，尽快解决在中国法律体系下的债务问题。</p><p style=\"text-align: start;\">他同时表示，能够早日返回祖国是他最大的梦想，他期待着在造车事业取得成功并清偿所有债务后，尽快回到中国。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffb2f124bd678ace037394e28ce964d8\" alt=\"\" title=\"\" tg-width=\"600\" tg-height=\"861\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47a2a62a6388320fcdeb6d79fc8575aa\" alt=\"贾跃亭：已偿还100多亿美元债务 替乐视还的\" title=\"贾跃亭：已偿还100多亿美元债务 替乐视还的\" tg-width=\"600\" tg-height=\"749\"/><span>贾跃亭：已偿还100多亿美元债务 替乐视还的</span></p></body></html>","source":"kkj","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>贾跃亭：已偿还100多亿美元债务，期待尽快回到中国</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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}\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贾跃亭：已偿还100多亿美元债务，期待尽快回到中国\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-26 16:47 北京时间&nbsp;&nbsp;&nbsp;<a href=https://news.mydrivers.com/1/976/976528.htm><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>贾跃亭在其最新的视频声明中宣布，他已偿还了超100亿美元的债务。在视频中，他提到2017年乐视网财务危机爆发时，他本人为乐视网的债务提供了约120亿美元的担保。贾跃亭强调，这些债务并非他个人的直接负债，而是他为乐视网提供的担保，这可能成为全球个人担保金额最高的案例。他还提到，在美国的法律体系下，他目前已经没有任何债务负担。这是因为他在5年前就在美国申请了个人破产重组，并成功完成了重组计划。尽管如此...</p>\n\n<a href=\"https://news.mydrivers.com/1/976/976528.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fcf74adffe102b47b483069a4a3fee6a","relate_stocks":{"FFIE":"Faraday Future"},"source_url":"https://news.mydrivers.com/1/976/976528.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105301546","content_text":"贾跃亭在其最新的视频声明中宣布，他已偿还了超100亿美元的债务。在视频中，他提到2017年乐视网财务危机爆发时，他本人为乐视网的债务提供了约120亿美元的担保。贾跃亭强调，这些债务并非他个人的直接负债，而是他为乐视网提供的担保，这可能成为全球个人担保金额最高的案例。他还提到，在美国的法律体系下，他目前已经没有任何债务负担。这是因为他在5年前就在美国申请了个人破产重组，并成功完成了重组计划。尽管如此，贾跃亭表示，他将尽其所能，尽快解决在中国法律体系下的债务问题。他同时表示，能够早日返回祖国是他最大的梦想，他期待着在造车事业取得成功并清偿所有债务后，尽快回到中国。贾跃亭：已偿还100多亿美元债务 替乐视还的","news_type":1},"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303621533970744,"gmtCreate":1715146701603,"gmtModify":1715146703649,"author":{"id":"4174712048813470","authorId":"4174712048813470","name":"马到成功1589","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"S13分析师一个","listText":"S13分析师一个","text":"S13分析师一个","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303621533970744","repostId":"2433762378","repostType":4,"repost":{"id":"2433762378","pubTimestamp":1715138029,"share":"https://www.laohu8.com/m/news/2433762378?lang=&edition=full","pubTime":"2024-05-08 11:13","market":"hk","language":"zh","title":"张忆东：中国股市今年行情有望回到或超去年高点，港股行情刚开始","url":"https://stock-news.laohu8.com/highlight/detail?id=2433762378","media":"华尔街见闻","summary":"至少是季度性，甚至是年度性。","content":"<html><head></head><body><p><strong>核心观点：</strong></p><p>1、中国资产风险溢价过高，属于被错误定价，往后面来看，有希望在今年出现比较明显的回落。</p><p>2、港股基本上已经透支了所有利空因素，所以，有点阳光就灿烂。</p><p>从筹码博弈分析，<strong>今年港股市场的行情至少季度性的行情，甚至年度性的，当前才刚开始。</strong></p><p>3、Long only外资流入港股的趋势，短则持续到5月下旬，长则到6月中旬。目前，<strong>外资增持港股和A股的趋势仍有望延续。</strong></p><p>4、对于中国股市，<strong>今年的基本面和估值都有望实现戴维斯双击，无论是A股的沪深300或上证综指，还是恒生指数，都有可能回到去年的高点，甚至超过去年的高点。</strong></p><p>5、<strong>高胜率投资可能是未来数年中国经济企稳和新旧动能转换期的关键投资理念。</strong></p><p><a href=\"https://laohu8.com/S/601377\">兴业证券</a>全球首席策略分析师张忆东在最新研报中透露了其4月底电话会议的内容，对2024年中国股市作出上述分析和判断。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/88239156bb7c50fa2de4693ec7823f4f\" tg-width=\"915\" tg-height=\"428\"/></p><p>接近4月份时，张忆东就指出，港股调整幅度历史罕见，2024年有望底部抬升，而随后不久，5月2日，港股三大股指集体爆发，恒生指数突破18000点。此次会议中，张忆东对2024年港股和A股市场行情都非常乐观。他认为，中国股市今年的基本面和估值都有望实现戴维斯双击，无论A股港股有望超过去年高点。今年中国资产风险溢价将下降，风险偏好将有所改善，宏观基本面也将小幅改善，微观股市环境也将比过去几年有明显改善，好公司将走出牛市，小盘垃圾股的熊市可能刚开始，港股拥抱高胜率投资，建议掘金两类资产。</p><p>张忆东有多年证券从业经验，曾多次荣获新财富、水晶球、金牛奖等卖方策略研究领域各项大奖的“全满贯”第一名，也是A股和港股双料的策略第一名。</p><p>以下是投资作业本课代表整理的精华内容，分享给大家：</p><h2 id=\"id_1827336453\">高胜率投资或是未来数年关键投资理念</h2><p>今天汇报的是《港股的春天：拥抱高胜率投资》，高胜率投资的核心在于，当相关资产面临下行风险时，投资者可以安心入眠，同时资产的上行潜力巨大，能够随着时间推移为投资者带来良好的回报。</p><p>面对当前形势，我们认为高胜率投资不再简单等同于“茅指数” “宁组合”为代表的核心资产，现在的高胜率资产的利润增速或ROE（净资产收益率）可能并不高，与2016年到2021年初的情况有所不同。</p><p>新的时代，高质量发展成为主题，宏观增速回落，企业盈利质量的提升变得尤为重要。因此，投资者应关注现金流量表，结合资产负债表和利润表，以评估公司的长期价值。</p><p>我们认为<strong>高胜率投资可能是未来数年中国经济企稳和新旧动能转换期的关键投资理念</strong>。</p><p>经济高质量发展，增速虽然可能不会太高，但是，那些传统领域“剩”者为王的高股息红利资产，以及成长领域“赢家通吃”、盈利质量提升的绩优成长核心资产，<strong>都将走出阿尔法行情，也就是“好公司的牛市”。积极看多以恒指和沪深300指数这些代表着中国各领域龙头型“好公司”的指数。</strong></p><p>中国股市行情的结构今年非常清晰，<strong>不再是去年的哑铃型，而是更像“雷神之锤”</strong>，就是有竞争力的好公司，无论是高股息高分红的央国企特别是央国企港股龙头，还是具有核心竞争力和成长动能的各领域核心资产，都有望走出结构性牛市。</p><p>另一方面，<strong>小盘垃圾股的熊市今年可能刚开始</strong>，金融监管将推动资本市场的优胜劣汰、规范发展。</p><h2 id=\"id_323462837\">中国股市今年行情有望回到或超过去年高点</h2><p>为什么看多中国股市，有三方面理由：</p><p><strong>第一，预计风险溢价将下降，风险偏好将改善；</strong></p><p>驱动中国资产风险溢价的回落，一方面来自外部因素，即整个全球资金再配置的因素，就是所谓的高低切换——long only型的资金特别是全球大型资管公司只需要从过度拥挤的做多美股科技股、做多日本的策略里获利落袋，并拿出少部分的钱配一点中国资产，就能带来四两拨千斤、引发空头回补的效果。</p><p>另一方面，中国内部因素的改善将会进一步驱动风险溢价的回落。</p><p>中国资产当前的风险溢价过高，反应了过度悲观的预期，那么只要真实基本面没有那么差，就能够超预期。事实上，无论是去年第四季度还是今年第一季度，尤其是今年第一季度的数据，远超市场预期。</p><p>具体看下港股，基本上已经透支了所有利空因素，所以，有点阳光就灿烂。</p><p>从筹码博弈分析，今年港股市场的行情至少季度性的行情，甚至年度性的，当前才刚开始。目前的港股做空仍然过度拥挤，做空占比远没有降到每次反弹行情接近见顶时的水平。</p><p><strong>第二，宏观基本面也将有所改善，尽管改善幅度可能较为温和；</strong></p><p>我们判断，这些long only的增量资金有望持续流入，不只是短期博弈。</p><p>展望下，Long only资金流入港股乃至A股的节奏将会如何？我认为可能分为两个阶段：</p><p>第一个阶段，Long only外资流入港股的趋势，短则持续到5月下旬，长则到6月中旬。</p><p>目前，外资增持港股和A股的趋势仍有望延续。美债收益率在5%以下，金融市场没有系统性风险的情况下，海外机构投资者愿意寻找性价比，某种程度上是寻找落后补涨的机会。</p><p>尽管我对港股持乐观态度，但是，必须认识到风险偏好的改善并非一蹴而就。从历史经验来看，每当港股市场活跃之后，内地买方和卖方一致看多的时候，港股行情都会有震荡。</p><p>因此，从节奏角度来看，最迟6月中旬，一旦美债收益率升至5%以上，或者，港股情绪快速升温（很多大V喊牛市或夺取定价权）、做空比例回到10%左右，那么港股市场可能会经历一次像样的震荡。</p><p>第二阶段， long only资金流入的第二波，要等年中之后，中国经济相对美国经济的动能。</p><p>今年三季度，无论是同比还是环比，美国经济都处于低点，中国经济同比动能可能会在下半年表现得更好，这使得今年三季度中美之间的相对动能有利于中国。</p><p>因此，尽管二季度末可能会有一些震荡、获利回吐，但真正大规模外资流入可能会在三季度。</p><p>从中国经济的维度来看，长期来说是高质量发展，新动能驱动；从短期来看2024年名义GDP企稳，新旧动能切换的过程的痛苦缓解。2024年人民币资产和中国股票的配置吸引力将持续提升。</p><p>总结来讲，我们维持去年年底对港股的看法，无论是高低切换带来的增量资金，还是全球资金再配置的力量，还是说中国经济相对动能没有那么糟糕带来基本面和估值的双修复，以及今年下半年特别是三季度，全球资金利率有望回落，从而，改善港股本地资金面，推动股市向上。</p><p><strong>第三，微观股市环境也将比过去几年有明显改善。</strong></p><p>A股强调发展安全、透明、规范、开放、有活力、有韧性的资本市场，出台了许多非常有意义的政策导向，如国九条等，鼓励投资，限制过度融资，包括鼓励分红等，这些都是非常正确的政策方向。</p><p>对于港股而言，香港着力提高股票市场的竞争力，中国证监会对港合作的五项措施，下半年也将是一个正面的推动。我们特别关注在优化互联互通的税务安排方面是否会有进展。</p><p><strong>对于中国股市，今年的基本面和估值都有望实现戴维斯双击，无论是A股的沪深300或上证综指，还是恒生指数，都有可能回到去年的高点，甚至超过去年的高点。</strong></p><h2 id=\"id_979153035\">港股掘金两类资产</h2><p>对于港股而言，我们建议掘金两类资产。<strong>一类是高股息资产</strong>。今年，可转债策略可能比纯粹的高股息策略表现更好，按照可转债的思路进行配置——股息率在3%左右即可，不必太苛刻，要重视现金流量表、关注良好的现金流，以支撑分红的持续性；但是，对业绩弹性的关注要更高，要业绩增速达到10%以上，最好可以15%左右。对于港股的高红利资产，特别是一些央企港股，如果今年有港股通的红利税减免的潜在可能性，则可以视为看涨期权。<strong>另一类是高质量盈利资产</strong>，即我们这些年提倡的核心资产，今年要从三个维度寻找具有时代红利的核心资产。</p><p>第一，从<a href=\"https://laohu8.com/S/603883\">老百姓</a>的角度来看，高性价比消费时代来临了，最看好互联网龙头。从广义的消费来讲，互联网、生物医药、食品饮料、物业和社会服务等领域的龙头公司，都值得关注。互联网龙头是今年港股核心资产行情的主战场。对现在的互联网龙头而言，他们的估值已经不是高高在上的成长股了，已经进入到是一个价值股的逻辑了，但是盈利的持续性稳定性反而提高了，回购的力度也在不断加大。</p><p>第二，出海相关的制造业卷王，特别是电动工具、家具、家居、机械、化工等。</p><p>第三，A股市场中的高端制造业，特别是那些可能受益于国家新一轮大规模设备更新投资的公司。张忆东从业证书编号：S0190510110012来源：投资作业本Pro 作者课代表</p></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\" />\n<title>张忆东：中国股市今年行情有望回到或超去年高点，港股行情刚开始</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{ 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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张忆东：中国股市今年行情有望回到或超去年高点，港股行情刚开始\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-08 11:13 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3714420><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>核心观点：1、中国资产风险溢价过高，属于被错误定价，往后面来看，有希望在今年出现比较明显的回落。2、港股基本上已经透支了所有利空因素，所以，有点阳光就灿烂。从筹码博弈分析，今年港股市场的行情至少季度性的行情，甚至年度性的，当前才刚开始。3、Long only外资流入港股的趋势，短则持续到5月下旬，长则到6月中旬。目前，外资增持港股和A股的趋势仍有望延续。4、对于中国股市，今年的基本面和估值都有望...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3714420\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/88239156bb7c50fa2de4693ec7823f4f","relate_stocks":{"YINN":"三倍做多富时中国ETF-Direxion","HSCEI":"国企指数","HSI":"恒生指数","HSTECH":"恒生科技指数"},"source_url":"https://wallstreetcn.com/articles/3714420","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2433762378","content_text":"核心观点：1、中国资产风险溢价过高，属于被错误定价，往后面来看，有希望在今年出现比较明显的回落。2、港股基本上已经透支了所有利空因素，所以，有点阳光就灿烂。从筹码博弈分析，今年港股市场的行情至少季度性的行情，甚至年度性的，当前才刚开始。3、Long only外资流入港股的趋势，短则持续到5月下旬，长则到6月中旬。目前，外资增持港股和A股的趋势仍有望延续。4、对于中国股市，今年的基本面和估值都有望实现戴维斯双击，无论是A股的沪深300或上证综指，还是恒生指数，都有可能回到去年的高点，甚至超过去年的高点。5、高胜率投资可能是未来数年中国经济企稳和新旧动能转换期的关键投资理念。兴业证券全球首席策略分析师张忆东在最新研报中透露了其4月底电话会议的内容，对2024年中国股市作出上述分析和判断。接近4月份时，张忆东就指出，港股调整幅度历史罕见，2024年有望底部抬升，而随后不久，5月2日，港股三大股指集体爆发，恒生指数突破18000点。此次会议中，张忆东对2024年港股和A股市场行情都非常乐观。他认为，中国股市今年的基本面和估值都有望实现戴维斯双击，无论A股港股有望超过去年高点。今年中国资产风险溢价将下降，风险偏好将有所改善，宏观基本面也将小幅改善，微观股市环境也将比过去几年有明显改善，好公司将走出牛市，小盘垃圾股的熊市可能刚开始，港股拥抱高胜率投资，建议掘金两类资产。张忆东有多年证券从业经验，曾多次荣获新财富、水晶球、金牛奖等卖方策略研究领域各项大奖的“全满贯”第一名，也是A股和港股双料的策略第一名。以下是投资作业本课代表整理的精华内容，分享给大家：高胜率投资或是未来数年关键投资理念今天汇报的是《港股的春天：拥抱高胜率投资》，高胜率投资的核心在于，当相关资产面临下行风险时，投资者可以安心入眠，同时资产的上行潜力巨大，能够随着时间推移为投资者带来良好的回报。面对当前形势，我们认为高胜率投资不再简单等同于“茅指数” “宁组合”为代表的核心资产，现在的高胜率资产的利润增速或ROE（净资产收益率）可能并不高，与2016年到2021年初的情况有所不同。新的时代，高质量发展成为主题，宏观增速回落，企业盈利质量的提升变得尤为重要。因此，投资者应关注现金流量表，结合资产负债表和利润表，以评估公司的长期价值。我们认为高胜率投资可能是未来数年中国经济企稳和新旧动能转换期的关键投资理念。经济高质量发展，增速虽然可能不会太高，但是，那些传统领域“剩”者为王的高股息红利资产，以及成长领域“赢家通吃”、盈利质量提升的绩优成长核心资产，都将走出阿尔法行情，也就是“好公司的牛市”。积极看多以恒指和沪深300指数这些代表着中国各领域龙头型“好公司”的指数。中国股市行情的结构今年非常清晰，不再是去年的哑铃型，而是更像“雷神之锤”，就是有竞争力的好公司，无论是高股息高分红的央国企特别是央国企港股龙头，还是具有核心竞争力和成长动能的各领域核心资产，都有望走出结构性牛市。另一方面，小盘垃圾股的熊市今年可能刚开始，金融监管将推动资本市场的优胜劣汰、规范发展。中国股市今年行情有望回到或超过去年高点为什么看多中国股市，有三方面理由：第一，预计风险溢价将下降，风险偏好将改善；驱动中国资产风险溢价的回落，一方面来自外部因素，即整个全球资金再配置的因素，就是所谓的高低切换——long only型的资金特别是全球大型资管公司只需要从过度拥挤的做多美股科技股、做多日本的策略里获利落袋，并拿出少部分的钱配一点中国资产，就能带来四两拨千斤、引发空头回补的效果。另一方面，中国内部因素的改善将会进一步驱动风险溢价的回落。中国资产当前的风险溢价过高，反应了过度悲观的预期，那么只要真实基本面没有那么差，就能够超预期。事实上，无论是去年第四季度还是今年第一季度，尤其是今年第一季度的数据，远超市场预期。具体看下港股，基本上已经透支了所有利空因素，所以，有点阳光就灿烂。从筹码博弈分析，今年港股市场的行情至少季度性的行情，甚至年度性的，当前才刚开始。目前的港股做空仍然过度拥挤，做空占比远没有降到每次反弹行情接近见顶时的水平。第二，宏观基本面也将有所改善，尽管改善幅度可能较为温和；我们判断，这些long only的增量资金有望持续流入，不只是短期博弈。展望下，Long only资金流入港股乃至A股的节奏将会如何？我认为可能分为两个阶段：第一个阶段，Long only外资流入港股的趋势，短则持续到5月下旬，长则到6月中旬。目前，外资增持港股和A股的趋势仍有望延续。美债收益率在5%以下，金融市场没有系统性风险的情况下，海外机构投资者愿意寻找性价比，某种程度上是寻找落后补涨的机会。尽管我对港股持乐观态度，但是，必须认识到风险偏好的改善并非一蹴而就。从历史经验来看，每当港股市场活跃之后，内地买方和卖方一致看多的时候，港股行情都会有震荡。因此，从节奏角度来看，最迟6月中旬，一旦美债收益率升至5%以上，或者，港股情绪快速升温（很多大V喊牛市或夺取定价权）、做空比例回到10%左右，那么港股市场可能会经历一次像样的震荡。第二阶段， long only资金流入的第二波，要等年中之后，中国经济相对美国经济的动能。今年三季度，无论是同比还是环比，美国经济都处于低点，中国经济同比动能可能会在下半年表现得更好，这使得今年三季度中美之间的相对动能有利于中国。因此，尽管二季度末可能会有一些震荡、获利回吐，但真正大规模外资流入可能会在三季度。从中国经济的维度来看，长期来说是高质量发展，新动能驱动；从短期来看2024年名义GDP企稳，新旧动能切换的过程的痛苦缓解。2024年人民币资产和中国股票的配置吸引力将持续提升。总结来讲，我们维持去年年底对港股的看法，无论是高低切换带来的增量资金，还是全球资金再配置的力量，还是说中国经济相对动能没有那么糟糕带来基本面和估值的双修复，以及今年下半年特别是三季度，全球资金利率有望回落，从而，改善港股本地资金面，推动股市向上。第三，微观股市环境也将比过去几年有明显改善。A股强调发展安全、透明、规范、开放、有活力、有韧性的资本市场，出台了许多非常有意义的政策导向，如国九条等，鼓励投资，限制过度融资，包括鼓励分红等，这些都是非常正确的政策方向。对于港股而言，香港着力提高股票市场的竞争力，中国证监会对港合作的五项措施，下半年也将是一个正面的推动。我们特别关注在优化互联互通的税务安排方面是否会有进展。对于中国股市，今年的基本面和估值都有望实现戴维斯双击，无论是A股的沪深300或上证综指，还是恒生指数，都有可能回到去年的高点，甚至超过去年的高点。港股掘金两类资产对于港股而言，我们建议掘金两类资产。一类是高股息资产。今年，可转债策略可能比纯粹的高股息策略表现更好，按照可转债的思路进行配置——股息率在3%左右即可，不必太苛刻，要重视现金流量表、关注良好的现金流，以支撑分红的持续性；但是，对业绩弹性的关注要更高，要业绩增速达到10%以上，最好可以15%左右。对于港股的高红利资产，特别是一些央企港股，如果今年有港股通的红利税减免的潜在可能性，则可以视为看涨期权。另一类是高质量盈利资产，即我们这些年提倡的核心资产，今年要从三个维度寻找具有时代红利的核心资产。第一，从老百姓的角度来看，高性价比消费时代来临了，最看好互联网龙头。从广义的消费来讲，互联网、生物医药、食品饮料、物业和社会服务等领域的龙头公司，都值得关注。互联网龙头是今年港股核心资产行情的主战场。对现在的互联网龙头而言，他们的估值已经不是高高在上的成长股了，已经进入到是一个价值股的逻辑了，但是盈利的持续性稳定性反而提高了，回购的力度也在不断加大。第二，出海相关的制造业卷王，特别是电动工具、家具、家居、机械、化工等。第三，A股市场中的高端制造业，特别是那些可能受益于国家新一轮大规模设备更新投资的公司。张忆东从业证书编号：S0190510110012来源：投资作业本Pro 作者课代表","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303391332429936,"gmtCreate":1715090404539,"gmtModify":1715090408207,"author":{"id":"4174712048813470","authorId":"4174712048813470","name":"马到成功1589","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/TLT 20240930 92.0 CALL\">$TLT 20240930 92.0 CALL$ </a> 昨天晚上买的，就一天，期权真是好宝贝！","listText":"<a href=\"https://laohu8.com/OPT/TLT 20240930 92.0 CALL\">$TLT 20240930 92.0 CALL$ </a> 昨天晚上买的，就一天，期权真是好宝贝！","text":"$TLT 20240930 92.0 CALL$ 昨天晚上买的，就一天，期权真是好宝贝！","images":[{"img":"https://static.tigerbbs.com/b16a08b39525d9f10820f4529fb546da","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303391332429936","isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":302925005541640,"gmtCreate":1714962387627,"gmtModify":1714962389122,"author":{"id":"4174712048813470","authorId":"4174712048813470","name":"马到成功1589","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"学习了，谢谢！ [强]","listText":"学习了，谢谢！ [强]","text":"学习了，谢谢！ [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302925005541640","isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302393062752544,"gmtCreate":1714832518819,"gmtModify":1714832520643,"author":{"id":"4174712048813470","authorId":"4174712048813470","name":"马到成功1589","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"明白了，讲的不错","listText":"明白了，讲的不错","text":"明白了，讲的不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302393062752544","isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302392159944992,"gmtCreate":1714832298408,"gmtModify":1714832300101,"author":{"id":"4174712048813470","authorId":"4174712048813470","name":"马到成功1589","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"不错，点赞","listText":"不错，点赞","text":"不错，点赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302392159944992","isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300975535223032,"gmtCreate":1714486441173,"gmtModify":1714486443246,"author":{"id":"4174712048813470","authorId":"4174712048813470","name":"马到成功1589","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"问题是，巴菲特持股了吗？","listText":"问题是，巴菲特持股了吗？","text":"问题是，巴菲特持股了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300975535223032","repostId":"2431317820","repostType":2,"repost":{"id":"2431317820","pubTimestamp":1714475572,"share":"https://www.laohu8.com/m/news/2431317820?lang=&edition=full","pubTime":"2024-04-30 19:12","market":"sh","language":"en","title":"Sirius XM GAAP EPS of $0.07, revenue of $2.16B","url":"https://stock-news.laohu8.com/highlight/detail?id=2431317820","media":"seekingalpha","summary":"Sirius XM press release : Q1 GAAP EPS of $0.07. Revenue of $2.16B. Ad Revenue Up 7% Year-Over-Year Net Income of $265 Million; Diluted EPS of $0.07 Adjusted EBITDA of $650 Million; Up 4% Year-Over-Year Free Cash Flow of $132 Million; Down 8% Year-Over-Year  Company Reiterates 2024 Financial Guidance:  Total revenue of approximately $8.75 billion,  Adjusted EBITDA of approximately $2.70 billion, and  Free cash flow of approximately $1.20 billion.","content":"<html><body><ul> <li>Sirius XM press release (<span>NASDAQ:SIRI</span>): Q1 GAAP EPS of $0.07.</li> <li>Revenue of $2.16B.</li> <li>Ad Revenue Up 7% Year-Over-Year</li> <li>Net Income of $265 Million; Diluted EPS of $0.07</li> <li>Adjusted EBITDA of $650 Million; Up 4% Year-Over-Year</li> <li>Free Cash Flow of $132 Million; Down<span> 8% Year-Over-Year</span> </li> <li>Company Reiterates 2024 Financial Guidance: • Total revenue of approximately $8.75 billion, • Adjusted EBITDA of approximately $2.70 billion, and • Free cash flow of approximately $1.20 billion.</li> </ul> </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>Sirius XM GAAP EPS of $0.07, revenue of $2.16B</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\">\nSirius XM GAAP EPS of $0.07, revenue of $2.16B\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-30 19:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4096101-sirius-xm-gaap-eps-of-007-revenue-of-216b><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sirius XM press release (NASDAQ:SIRI): Q1 GAAP EPS of $0.07. Revenue of $2.16B. Ad Revenue Up 7% Year-Over-Year Net Income of $265 Million; Diluted EPS of $0.07 Adjusted EBITDA of $650 Million; Up 4% ...</p>\n\n<a href=\"https://seekingalpha.com/news/4096101-sirius-xm-gaap-eps-of-007-revenue-of-216b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SIRI":"Sirius XM Holdings Inc.","XM":"Qualtrics International"},"source_url":"https://seekingalpha.com/news/4096101-sirius-xm-gaap-eps-of-007-revenue-of-216b","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2431317820","content_text":"Sirius XM press release (NASDAQ:SIRI): Q1 GAAP EPS of $0.07. Revenue of $2.16B. Ad Revenue Up 7% Year-Over-Year Net Income of $265 Million; Diluted EPS of $0.07 Adjusted EBITDA of $650 Million; Up 4% Year-Over-Year Free Cash Flow of $132 Million; Down 8% Year-Over-Year  Company Reiterates 2024 Financial Guidance: • Total revenue of approximately $8.75 billion, • Adjusted EBITDA of approximately $2.70 billion, and • Free cash flow of approximately $1.20 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300944544796976,"gmtCreate":1714478973604,"gmtModify":1714478980357,"author":{"id":"4174712048813470","authorId":"4174712048813470","name":"马到成功1589","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"谢谢了 [比心]","listText":"谢谢了 [比心]","text":"谢谢了 [比心]","images":[{"img":"https://static.tigerbbs.com/8bae2e05ab3aaea34a0a37bdfc04f0be"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300944544796976","isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":300943895830776,"gmtCreate":1714478716712,"gmtModify":1714478719516,"author":{"id":"4174712048813470","authorId":"4174712048813470","name":"马到成功1589","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"谢谢 [比心]","listText":"谢谢 [比心]","text":"谢谢 [比心]","images":[{"img":"https://static.tigerbbs.com/f82725d0484cbc9229228dd0f84d6201"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300943895830776","isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":298742008594528,"gmtCreate":1713943773689,"gmtModify":1713943775735,"author":{"id":"4174712048813470","authorId":"4174712048813470","name":"马到成功1589","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"马斯克不是一个普通人，电动汽车也只是一方面，特斯拉还有AI，还有人型机器人，特斯拉再涨几倍也正常","listText":"马斯克不是一个普通人，电动汽车也只是一方面，特斯拉还有AI，还有人型机器人，特斯拉再涨几倍也正常","text":"马斯克不是一个普通人，电动汽车也只是一方面，特斯拉还有AI，还有人型机器人，特斯拉再涨几倍也正常","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298742008594528","isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298379657793816,"gmtCreate":1713879031248,"gmtModify":1713879036592,"author":{"id":"4174712048813470","authorId":"4174712048813470","name":"马到成功1589","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"期权训练营收获 刚开通美股一个月，买股票亏了4700多美元，以前也不懂期权，这次学完以后，我是收获满满，持有50元股票就卖个55的CALL，收益就增加了。想买100元股票就卖个90元的PUT，股票没到90元就挣权利金，股票到90元成本也低一些，感谢老师[强]&nbsp;&nbsp;[强]&nbsp;&nbsp;[强]&nbsp;&nbsp;","listText":"期权训练营收获 刚开通美股一个月，买股票亏了4700多美元，以前也不懂期权，这次学完以后，我是收获满满，持有50元股票就卖个55的CALL，收益就增加了。想买100元股票就卖个90元的PUT，股票没到90元就挣权利金，股票到90元成本也低一些，感谢老师[强]&nbsp;&nbsp;[强]&nbsp;&nbsp;[强]&nbsp;&nbsp;","text":"期权训练营收获 刚开通美股一个月，买股票亏了4700多美元，以前也不懂期权，这次学完以后，我是收获满满，持有50元股票就卖个55的CALL，收益就增加了。想买100元股票就卖个90元的PUT，股票没到90元就挣权利金，股票到90元成本也低一些，感谢老师[强] [强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298379657793816","isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298346204663936,"gmtCreate":1713856387205,"gmtModify":1713856389111,"author":{"id":"4174712048813470","authorId":"4174712048813470","name":"马到成功1589","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"在此位置做震荡往复运动，不会反弹太多的","listText":"在此位置做震荡往复运动，不会反弹太多的","text":"在此位置做震荡往复运动，不会反弹太多的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298346204663936","isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296925998825608,"gmtCreate":1713520520416,"gmtModify":1713520732055,"author":{"id":"4174712048813470","authorId":"4174712048813470","name":"马到成功1589","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"有些老人采用碰瓷增加收入，有些正府官员采用罚款增加收入","listText":"有些老人采用碰瓷增加收入，有些正府官员采用罚款增加收入","text":"有些老人采用碰瓷增加收入，有些正府官员采用罚款增加收入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296925998825608","isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}