社区

最近支付板块的公司股票被大量抛售，从卡组织$Visa(V)$ 、$万事达(MA)$ 到支付平台$PayPal(PYPL)$ 都进入了下降通道，$Square, Inc(SQ)$ 表现相对坚挺，但全年涨幅也只有17%。去年受益于疫情，线上支付平台的估值被推到了一个很高的位置，今年不论是业绩还是估值都存在修复的需求，因此支付类股票整体收益率表现都不佳。 最近板块大跌可能还有其他方面一些因素。首先是新型的BNPL概念股如后春笋般出现分流了一部分资金，不排除有机构资金暂时撤出的可能。另外，美国司法部正在对信用卡巨头Visa反垄断调查，这可能引发了支付类股票被大面积抛售。本周两大支付龙头Paypal、Square都将公布三季度财报，短期能否止血呢？ 收购Pinterest告吹，Paypal惨遭抛售 先来看Paypal。财报之前所有焦点都在Paypal收购Pinterest上，很多人并不看好这二者的结合，消息当天Paypal股价应声大跌，因为400亿美元的收购金额很可能是以股票+现金的形式，而增发新股必然会稀释EPS。当然这笔交易最终没有达成，一款集“社交、支付、电商”于一体的超级APP还没诞生就夭折了，市场悲观情绪迅速蔓延，引发了包括方舟基金在内的机构抛售。 从基本面来看，PayPal依然行驶在一个良性的增长轨道上，总营收、用户交易量、活跃数都处于一个上升趋势。彭博一直共识，预计三季度总支付额（TPV）达到3136亿美元，同比增长35%；总营收达到62.34亿美元，同比增长14%；非

当地时间28日，脸书CEO扎克伯格宣布Facebook改名为Meta。Meta是元宇宙MetaVerse的前缀，意思是包涵万物无所不联。这次改名并不适用于Facebook、Instagram和Whatsapp等单个平台，只适用于母公司。扎克伯格表示，将会全力打造元宇宙平台。“元世界”是一个人们可以在虚拟环境中玩游戏、工作和交流的网络世界，通常使用虚拟现实头盔。$Facebook(FB)$

(Oct 7) China tech names rally in morning trading. Chinese technology stocks listed in the U.S. are

Shares of Micron Technology were down in premarket trading after the company beat expectations for i

再次感谢大家的参与，首先恭喜获得特等奖的虎友 恭喜获得特等奖小虎月球灯的虎友（最快找到6张图片并留言的虎友） @CY_Ng 请立刻联系工作人员领取奖品，告知收货信息（姓名、地址、电话）。 微信号：tigerbrokers 邮箱：zhangwansu@itiger.com 再来恭喜获得1等奖的虎友 @何乐安,@遥远的梦想,@Jyi,@PJoo,@彩虹虎,@Llle,@kenp,

Do You Have These Top Consumer Stocks On Your Radar Now? The past trading week has been exciting, to

Apple CEO Tim Cook moved onto product announcements, starting with a new iPad. The video was recorded in an empty auditorium.Apple’s lowest-cost iPad, simply called iPad, is getting an update with a faster A13 processor and a better, 12 megapixel front-facing camera for better video calls, like on Zoom. It’s got a wider lens to capture more people in a single scene and can have an LTE wireless connection.Apple also announced a new iPad Mini, which has a smaller 8.3-inch screen. It has a redesign

Apple looks to refocus on the iPhone after App Store legal blow. Apple is set to unveil new devices at a Tuesday event.Fresh off a legal sting in its battle over App Store payment practices, Apple Inc. will be looking to refocus attention back on its technology with its upcoming iPhone reveal.The smartphone giant is expected to unveil its iPhone 13 lineup -- as well as new smartwatches, headphones and possibly more -- during its annual fall event Tuesday. The announcements will come just days af

摘要：美股三大股指齐跌、投行警告声不绝于耳；热门中概股普跌，教育股、游戏股走低；比尔盖茨斥资22亿美元增持四季酒店股份；莫德纳宣布正研发二合一疫苗，可同时预防新冠和流感 海外市场 1、初请再创大流行