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03-06

$亚马逊(AMZN)$

2022-08-25

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Nvidia's third-quarter earnings guidance fell short of expectations, causing its stock price to rise and then fall in after-hours trading.

2022-08-07

L

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2022-07-02

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2022-06-12

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@人人汇数据导航:全球股市：通脹數據公佈後美國下跌；歐洲的收益表現良好

2022-03-08

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Apple Spring Event Preview: Mac Studio and iOS displays may be on the way.

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$ </a>&nbsp;","text":"$亚马逊(AMZN)$","images":[{"img":"https://community-static.tradeup.com/news/207949b30d1232d6336343fa1f4adb71","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/539561183757800","isVote":1,"tweetType":1,"viewCount":1976,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9992747492,"gmtCreate":1661383669218,"gmtModify":1676536506561,"author":{"id":"3570868909102033","authorId":"3570868909102033","name":"Estheryong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570868909102033","idStr":"3570868909102033"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992747492","repostId":"2262679729","repostType":4,"repost":{"id":"2262679729","kind":"news","pubTimestamp":1661382948,"share":"https://ttm.financial/m/news/2262679729?lang=en_US&edition=fundamental","pubTime":"2022-08-25 07:15","market":"us","language":"zh","title":"Nvidia's third-quarter earnings guidance fell short of expectations, causing its stock price to rise and then fall in after-hours trading.","url":"https://stock-news.laohu8.com/highlight/detail?id=2262679729","media":"华尔街见闻","summary":"　　8月24日周三美股盘后，英伟达公布截至今年7月31日的2023财年第二财季业绩。　　财报显示，英伟达二季度调整后EPS为0.51美元，和分析师预期的0.50美元基本持平；二季度收入67.0亿美元，同比增长3%，大体符合分析师预期。　　分项来看，二季度英伟达数据中心收入38.1亿美元，同比增长61%；二季度游戏收入20.4亿美元，同比下滑33%。","content":"<p><html><head></head><body>When Nvidia's preliminary second-quarter data was released, it already fell significantly short of market expectations. Now, the company expects to perform even worse in the third quarter, with revenue of $5.9 billion ± 2%, far below analysts' expectations of $6.92 billion. Nvidia's weak third-quarter guidance suggests that PC-related demand may be worse than expected. On Wednesday, August 24, after the U.S. stock market closed, Nvidia released its results for the second fiscal quarter of 2023, ending July 31.</p><p>The financial report shows that second-quarter revenue was $6.7 billion, up 3% year-over-year and down 19% quarter-over-quarter, which was largely in line with analysts' expectations. GAAP diluted earnings per share for the quarter were $0.26, a 72% decrease year-over-year and a 59% decrease quarter-over-quarter. Adjusted earnings per share were $0.51, down 51% year-over-year and 63% quarter-over-quarter, roughly in line with market expectations of $0.50.</p><p><b>By category, Nvidia's data center revenue in the second quarter was $3.81 billion, up 61% year-over-year and 1% quarter-over-quarter. Second-quarter game revenue was $2.04 billion, a year-over-year decrease of 33% and a quarter-over-quarter decrease of 44%;</b>Revenue from the professional visualization business was US$496 million during the reporting period, a year-on-year decrease of 4% and a quarter-on-quarter decrease of 20%; The automotive business contributed $220 million in revenue, a 45% year-over-year increase and a significant 59% quarter-over-quarter increase.</p><p>The significant year-on-year growth in data center revenue was mainly driven by \"super-large-scale\" customers (i.e., large cloud providers). The reason why the gaming business fell short of expectations was mainly due to a decline in sales of gaming products, mainly personal computer graphics cards. Regarding the challenges in its gaming business, Nvidia stated that it will work with retailers to adjust prices to address the industry's \"challenging market conditions,\" and Nvidia believes that the industry's current difficulties are expected to continue into this quarter.</p><p>Nvidia's stock price has fallen by more than 42% this year. The company has been highly sought after by the market since the start of the pandemic because working from home and teaching require electronic products, as well as their key components: graphics cards and chips.</p><p>But now, Nvidia seems to be no longer favored by investors. Earlier this month, when preliminary data for the second fiscal quarter was released, Nvidia reported a miss the market expectation: gaming revenue miss the market expectation significantly, with quarterly revenue of $2.04 billion, a 44% decrease month-over-month and a 33% decrease year-over-year. Data center revenue was $3.81 billion, up 1% quarter-over-quarter and 61% year-over-year.<b>At the time, Nvidia warned that its sales were declining, and its weak forecast for the third quarter suggested that PC-related demand might be worse than expected.</b></p><p><b>Nvidia's guidance in its earnings report indicates that it expects third-quarter revenue of $5.9 billion ± 2%, far below analysts' expectations of $6.92 billion; The adjusted gross profit margin for the third quarter is expected to be 65.0% ± 0.5 percentage points.</b></p><p>Nvidia's U.S. stock price rose from 1.9% to 4.1% in after-hours trading before quickly falling back and turning lower.<img src=\"https://static.tigerbbs.com/d66f3a010772b0d9265b1cf9da2b4d67\" tg-width=\"781\" tg-height=\"727\" referrerpolicy=\"no-referrer\"/><b>Furthermore, it's worth noting that, like many of its outsourced manufacturing peers, Nvidia is grappling with a rapid transition from supply shortages (forcing customers to pay in advance to secure what they need) to a swelling inventory of unsold products.</b>Nvidia is now burdened with upfront payments for materials and product manufacturing, while its own demand is declining and its internal inventory of finished chips is increasing.</p><p>During the reporting period, the company's inventory was $3.89 billion, up from $2.11 billion in the same period last year. Total inventory purchases and long-term supply obligations amounted to $9.22 billion, almost double what they were a year ago. Nvidia stated that the prepaid supply agreement is worth $3.14 billion.</p><p>Nvidia founder and CEO Jensen Huang said:</p><p>We are undergoing supply chain transformation in a challenging macroeconomic environment, and we will weather the storm. Accelerating computing and artificial intelligence is our company's pioneering work and is changing the industry ecosystem. Automobiles are becoming a technology industry and are poised to become our next $1 billion business. Advances in artificial intelligence are driving our data center business while accelerating breakthroughs in areas ranging from drug discovery to climate science to robotics. I look forward to next month's GTC conference, where we will share new developments in RTX, as well as breakthroughs in artificial intelligence and the metaverse, which is the next development of the internet. In the second quarter of fiscal year 2023, Nvidia returned $3.44 billion in stock buybacks and cash Dividend to shareholders, compared to a return of $2.1 billion in the first quarter. As of December 2023, the company had $11.93 billion remaining under its share repurchase authorization. Nvidia plans to continue its share buybacks this fiscal year.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's third-quarter earnings guidance fell short of expectations, causing its stock price to rise and then fall in after-hours trading.</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: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia's third-quarter earnings guidance fell short of expectations, causing its stock price to rise and then fall in after-hours trading.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-08-25 07:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>When Nvidia's preliminary second-quarter data was released, it already fell significantly short of market expectations. Now, the company expects to perform even worse in the third quarter, with revenue of $5.9 billion ± 2%, far below analysts' expectations of $6.92 billion. Nvidia's weak third-quarter guidance suggests that PC-related demand may be worse than expected. On Wednesday, August 24, after the U.S. stock market closed, Nvidia released its results for the second fiscal quarter of 2023, ending July 31.</p><p>The financial report shows that second-quarter revenue was $6.7 billion, up 3% year-over-year and down 19% quarter-over-quarter, which was largely in line with analysts' expectations. GAAP diluted earnings per share for the quarter were $0.26, a 72% decrease year-over-year and a 59% decrease quarter-over-quarter. Adjusted earnings per share were $0.51, down 51% year-over-year and 63% quarter-over-quarter, roughly in line with market expectations of $0.50.</p><p><b>By category, Nvidia's data center revenue in the second quarter was $3.81 billion, up 61% year-over-year and 1% quarter-over-quarter. Second-quarter game revenue was $2.04 billion, a year-over-year decrease of 33% and a quarter-over-quarter decrease of 44%;</b>Revenue from the professional visualization business was US$496 million during the reporting period, a year-on-year decrease of 4% and a quarter-on-quarter decrease of 20%; The automotive business contributed $220 million in revenue, a 45% year-over-year increase and a significant 59% quarter-over-quarter increase.</p><p>The significant year-on-year growth in data center revenue was mainly driven by \"super-large-scale\" customers (i.e., large cloud providers). The reason why the gaming business fell short of expectations was mainly due to a decline in sales of gaming products, mainly personal computer graphics cards. Regarding the challenges in its gaming business, Nvidia stated that it will work with retailers to adjust prices to address the industry's \"challenging market conditions,\" and Nvidia believes that the industry's current difficulties are expected to continue into this quarter.</p><p>Nvidia's stock price has fallen by more than 42% this year. The company has been highly sought after by the market since the start of the pandemic because working from home and teaching require electronic products, as well as their key components: graphics cards and chips.</p><p>But now, Nvidia seems to be no longer favored by investors. Earlier this month, when preliminary data for the second fiscal quarter was released, Nvidia reported a miss the market expectation: gaming revenue miss the market expectation significantly, with quarterly revenue of $2.04 billion, a 44% decrease month-over-month and a 33% decrease year-over-year. Data center revenue was $3.81 billion, up 1% quarter-over-quarter and 61% year-over-year.<b>At the time, Nvidia warned that its sales were declining, and its weak forecast for the third quarter suggested that PC-related demand might be worse than expected.</b></p><p><b>Nvidia's guidance in its earnings report indicates that it expects third-quarter revenue of $5.9 billion ± 2%, far below analysts' expectations of $6.92 billion; The adjusted gross profit margin for the third quarter is expected to be 65.0% ± 0.5 percentage points.</b></p><p>Nvidia's U.S. stock price rose from 1.9% to 4.1% in after-hours trading before quickly falling back and turning lower.<img src=\"https://static.tigerbbs.com/d66f3a010772b0d9265b1cf9da2b4d67\" tg-width=\"781\" tg-height=\"727\" referrerpolicy=\"no-referrer\"/><b>Furthermore, it's worth noting that, like many of its outsourced manufacturing peers, Nvidia is grappling with a rapid transition from supply shortages (forcing customers to pay in advance to secure what they need) to a swelling inventory of unsold products.</b>Nvidia is now burdened with upfront payments for materials and product manufacturing, while its own demand is declining and its internal inventory of finished chips is increasing.</p><p>During the reporting period, the company's inventory was $3.89 billion, up from $2.11 billion in the same period last year. Total inventory purchases and long-term supply obligations amounted to $9.22 billion, almost double what they were a year ago. Nvidia stated that the prepaid supply agreement is worth $3.14 billion.</p><p>Nvidia founder and CEO Jensen Huang said:</p><p>We are undergoing supply chain transformation in a challenging macroeconomic environment, and we will weather the storm. Accelerating computing and artificial intelligence is our company's pioneering work and is changing the industry ecosystem. Automobiles are becoming a technology industry and are poised to become our next $1 billion business. Advances in artificial intelligence are driving our data center business while accelerating breakthroughs in areas ranging from drug discovery to climate science to robotics. I look forward to next month's GTC conference, where we will share new developments in RTX, as well as breakthroughs in artificial intelligence and the metaverse, which is the next development of the internet. In the second quarter of fiscal year 2023, Nvidia returned $3.44 billion in stock buybacks and cash Dividend to shareholders, compared to a return of $2.1 billion in the first quarter. As of December 2023, the company had $11.93 billion remaining under its share repurchase authorization. Nvidia plans to continue its share buybacks this fiscal year.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3668629\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4529":"IDC概念","BK4527":"明星科技股","BK4503":"景林资产持仓","BK4543":"AI","BK4551":"寇图资本持仓","BK4549":"软银资本持仓","BK4532":"文艺复兴科技持仓","NVDA":"英伟达","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","BK4548":"巴美列捷福持仓","BK4554":"元宇宙及AR概念"},"source_url":"https://wallstreetcn.com/articles/3668629","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2262679729","content_text":"英伟达二季度初步数据出炉时，就已经大幅逊于市场预期，如今，公司预计三季度表现更差，预计三季度收入59.0亿美元±2%，远远不及分析师预期的69.2亿美元。英伟达的三季度指引疲软表明，PC相关需求可能比预期的还要糟糕。8月24日周三美股盘后，英伟达公布截至今年7月31日的2023财年第二财季业绩。财报显示，二季度收入67.0亿美元，同比增长3%，环比下降19%，大体符合分析师预期。当季GAAP下每股摊薄收益为0.26美元，比去年同期下降72%，比上一季度下降 59%；调整后每股收益为0.51美元，较上年同期下降51%，较上一季度下降63%，和市场预期的0.5美元大体接近。分项来看，二季度英伟达数据中心收入38.1亿美元，同比增长61%，环比增速为1%；二季度游戏收入20.4亿美元，同比下滑33%，环比降幅更达44%；专业可视化业务报告期内收入为4.96亿美元，同比下降4%，环比降幅达20%；汽车业务贡献了2.2亿美元的收入，同比增幅为45%，环比大增59%。数据中心业务收入之所以能够同比大幅增长，主要是受到了“超大规模”客户（即大型云提供商）的推动；之所以游戏业务不及预期，主要是以个人电脑显卡为主的游戏产品的销量下降。关于游戏业务的挑战，英伟达表示，将与零售商一起调整价格，以应对该行业的“具有挑战性的市场条件”，英伟达认为，当前该行业的困境预计将持续到本季度。今年以来，英伟达股价已下跌超过42%。该公司在疫情开始后一直受到市场热捧，因为居家办公和教学都需要电子产品，以及其关键部件：显卡和芯片。但现在，英伟达似乎不再受到投资者的青睐。而在本月初，当第二财季初步数据公布时，英伟达当时交出的成绩单就不及市场预期：游戏业务收入大幅不及市场预期，季度营收20.4亿美元，环比下降44%，同比下降33%；数据中心收入为38.1亿美元，环比增长1%，同比增长61%。当时，英伟达警告称其销售额正在下滑，该公司对第三季度的预测疲软表明，PC相关需求可能比预期的还要糟糕。英伟达在财报中发布的指引显示，预计三季度收入59.0亿美元±2%，远远不及分析师预期的69.2亿美元；预计三季度调整后毛利润率65.0%±0.5个百分点。英伟达美股盘后涨幅从1.9%扩大至4.1%，随后迅速回落并转跌。此外，值得注意的时，与许多外包制造的同行一样，英伟达正在应对从供应短缺（迫使客户提前付款以确保他们需要的东西）到不断膨胀的未售出产品库存的快速过渡。英伟达现在背负着为材料和产品制造支付的预付款，而此时它自己的需求正在下降，而其内部成品芯片库存却在增加。报告期内，该公司的库存为38.9亿美元，高于去年同期的21.1亿美元。库存采购总额和长期供应义务为92.2亿美元，几乎是一年前的两倍。英伟达表示，预付供应协议为31.4亿美元。英伟达创始人兼首席执行官黄仁勋称：我们正在一个充满挑战的宏观环境中进行供应链转型，我们将度过难关。加速计算和人工智能是我们公司的开创性工作，并且正在改变行业生态。汽车正在成为一个科技行业，并有望成为我们下一个价值10亿美元的业务。人工智能的进步正在推动我们的数据中心业务，同时加速从药物发现到气候科学再到机器人技术等领域的突破。我期待下个月的GTC会议，我们将在会上分享RTX的新进展，以及人工智能和元界的突破，即互联网的下一次发展。在2023财年第二季度，英伟达向股东返还了34.4亿美元的股票回购和现金股息，而第一季度的回报为21亿美元。截至2023年12月，公司在股票回购授权下剩余119.3亿美元。英伟达计划在本财年继续进行股票回购。","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":4571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905101436,"gmtCreate":1659835976127,"gmtModify":1703766867550,"author":{"id":"3570868909102033","authorId":"3570868909102033","name":"Estheryong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570868909102033","idStr":"3570868909102033"},"themes":[],"title":"","htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905101436","repostId":"2257128796","repostType":4,"isVote":1,"tweetType":1,"viewCount":4875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9044183645,"gmtCreate":1656723242087,"gmtModify":1676535883098,"author":{"id":"3570868909102033","authorId":"3570868909102033","name":"Estheryong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570868909102033","idStr":"3570868909102033"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044183645","repostId":"1104486104","repostType":4,"isVote":1,"tweetType":1,"viewCount":5186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056823807,"gmtCreate":1654996982909,"gmtModify":1676535544237,"author":{"id":"3570868909102033","authorId":"3570868909102033","name":"Estheryong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570868909102033","idStr":"3570868909102033"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056823807","repostId":"612682791","repostType":1,"repost":{"id":612682791,"gmtCreate":1652321884213,"gmtModify":1676533093627,"author":{"id":"4098332613396550","authorId":"4098332613396550","name":"人人汇数据导航","avatar":"https://static.tigerbbs.com/ccbd7f29099d571b8d70c7ca025f2c38","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098332613396550","idStr":"4098332613396550"},"themes":[],"title":"全球股市：通脹數據公佈後美國下跌；歐洲的收益表現良好","htmlText":"美國更新由於美國通脹報告令人失望，風險資產依舊不受歡迎，股市週三走低。由於投資者在試探性反彈中拋售，所以反彈時間持續很短。道瓊斯工業平均指數下跌1.0%，標準普爾500指數下跌1.7%，納斯達克指數下跌3.2%。最新的美國消費者價格指數數據削弱了通脹正在見頂的觀點，但並沒有影響美聯儲激進加息的預期。核心CPI月率上漲0.6%，高於預期的0.4%，儘管一些人表示，如果不是機票價格飆升，可能會上漲0.4%。隨着市場恢復去風險的趨勢，成長型股票，尤其是權重較大的大型股，以及像加密貨幣這樣的投機性投資，受到的打擊最爲嚴重。非必需消費品（亞馬遜，下跌3.2%）和科技（蘋果，下跌5.2%，微軟，下跌3.3%）是表現最差的行業。汽車製造商、航空公司、房屋建築商和雜貨店也落後。從積極的方面來看，油價上漲提振了能源股和材料股，因爲人們希望中國的新冠危機能夠緩解。表現最好的包括康菲石油公司，上漲1.0%，雪佛龍公司，上漲1.4%。在受關注的公司中，Coinbase暴跌26%，此前該加密貨幣交易所公佈了令人失望的收益，並且投資者被Coinbase提交給美國證券交易委員會的文件中的語言嚇壞了，警告稱如果發生破產程序，客戶的加密資產可能會被沒收。在其他特色輸家中，Unity Software下跌了37%，而在線自由職業者市場Fiverr因收入預期低迷而下跌了26%。積極的一面是，電子遊戲領導者Electronic Artists上漲了8.0%，而另一家視頻遊戲公司Roblox儘管盈利不佳，但仍上漲了3.4%。H&amp;R Block因盈利超預期和更好的指引上漲20%。這些價格數據反映了美國東部時間下午4:00的觀察結果：日期布倫特現貨原油上漲4.59美元至107.03美元，而現貨黃金上漲15.49美元至1,853.66美元。美元兌主要貨幣漲跌互現。美國30年期國債收益率下跌10個基點至3.03%，","listText":"美國更新由於美國通脹報告令人失望，風險資產依舊不受歡迎，股市週三走低。由於投資者在試探性反彈中拋售，所以反彈時間持續很短。道瓊斯工業平均指數下跌1.0%，標準普爾500指數下跌1.7%，納斯達克指數下跌3.2%。最新的美國消費者價格指數數據削弱了通脹正在見頂的觀點，但並沒有影響美聯儲激進加息的預期。核心CPI月率上漲0.6%，高於預期的0.4%，儘管一些人表示，如果不是機票價格飆升，可能會上漲0.4%。隨着市場恢復去風險的趨勢，成長型股票，尤其是權重較大的大型股，以及像加密貨幣這樣的投機性投資，受到的打擊最爲嚴重。非必需消費品（亞馬遜，下跌3.2%）和科技（蘋果，下跌5.2%，微軟，下跌3.3%）是表現最差的行業。汽車製造商、航空公司、房屋建築商和雜貨店也落後。從積極的方面來看，油價上漲提振了能源股和材料股，因爲人們希望中國的新冠危機能夠緩解。表現最好的包括康菲石油公司，上漲1.0%，雪佛龍公司，上漲1.4%。在受關注的公司中，Coinbase暴跌26%，此前該加密貨幣交易所公佈了令人失望的收益，並且投資者被Coinbase提交給美國證券交易委員會的文件中的語言嚇壞了，警告稱如果發生破產程序，客戶的加密資產可能會被沒收。在其他特色輸家中，Unity Software下跌了37%，而在線自由職業者市場Fiverr因收入預期低迷而下跌了26%。積極的一面是，電子遊戲領導者Electronic Artists上漲了8.0%，而另一家視頻遊戲公司Roblox儘管盈利不佳，但仍上漲了3.4%。H&amp;R Block因盈利超預期和更好的指引上漲20%。這些價格數據反映了美國東部時間下午4:00的觀察結果：日期布倫特現貨原油上漲4.59美元至107.03美元，而現貨黃金上漲15.49美元至1,853.66美元。美元兌主要貨幣漲跌互現。美國30年期國債收益率下跌10個基點至3.03%，","text":"美國更新由於美國通脹報告令人失望，風險資產依舊不受歡迎，股市週三走低。由於投資者在試探性反彈中拋售，所以反彈時間持續很短。道瓊斯工業平均指數下跌1.0%，標準普爾500指數下跌1.7%，納斯達克指數下跌3.2%。最新的美國消費者價格指數數據削弱了通脹正在見頂的觀點，但並沒有影響美聯儲激進加息的預期。核心CPI月率上漲0.6%，高於預期的0.4%，儘管一些人表示，如果不是機票價格飆升，可能會上漲0.4%。隨着市場恢復去風險的趨勢，成長型股票，尤其是權重較大的大型股，以及像加密貨幣這樣的投機性投資，受到的打擊最爲嚴重。非必需消費品（亞馬遜，下跌3.2%）和科技（蘋果，下跌5.2%，微軟，下跌3.3%）是表現最差的行業。汽車製造商、航空公司、房屋建築商和雜貨店也落後。從積極的方面來看，油價上漲提振了能源股和材料股，因爲人們希望中國的新冠危機能夠緩解。表現最好的包括康菲石油公司，上漲1.0%，雪佛龍公司，上漲1.4%。在受關注的公司中，Coinbase暴跌26%，此前該加密貨幣交易所公佈了令人失望的收益，並且投資者被Coinbase提交給美國證券交易委員會的文件中的語言嚇壞了，警告稱如果發生破產程序，客戶的加密資產可能會被沒收。在其他特色輸家中，Unity Software下跌了37%，而在線自由職業者市場Fiverr因收入預期低迷而下跌了26%。積極的一面是，電子遊戲領導者Electronic Artists上漲了8.0%，而另一家視頻遊戲公司Roblox儘管盈利不佳，但仍上漲了3.4%。H&R Block因盈利超預期和更好的指引上漲20%。這些價格數據反映了美國東部時間下午4:00的觀察結果：日期布倫特現貨原油上漲4.59美元至107.03美元，而現貨黃金上漲15.49美元至1,853.66美元。美元兌主要貨幣漲跌互現。美國30年期國債收益率下跌10個基點至3.03%，","images":[{"img":"https://static.tigerbbs.com/3e461db577fc3ee4ab876dae9f1683f6"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/612682791","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038047539,"gmtCreate":1646703271330,"gmtModify":1676534152595,"author":{"id":"3570868909102033","authorId":"3570868909102033","name":"Estheryong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570868909102033","idStr":"3570868909102033"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038047539","repostId":"2217428858","repostType":4,"repost":{"id":"2217428858","kind":"news","pubTimestamp":1646700934,"share":"https://ttm.financial/m/news/2217428858?lang=en_US&edition=fundamental","pubTime":"2022-03-08 08:55","market":"hk","language":"zh","title":"Apple Spring Event Preview: Mac Studio and iOS displays may be on the way.","url":"https://stock-news.laohu8.com/highlight/detail?id=2217428858","media":"新浪科技","summary":"新浪科技讯 北京时间3月8日早间消息，据报道，北京时间3月9日凌晨2点，苹果将举行春季发布会。届时，苹果或将推出新款Mac Studio台式机以及一款搭载iOS系统的显示屏。彭博专栏作家马克·格曼在推文中表示，Mac Studio和一款搭载iOS系统的显示器已经“准备就绪”，并将在发布会上亮相。它将采用与目前的Mac mini相似的方形设计，但高度达到10厘米，并且采用全新的散热设计来降温。","content":"<p><html><head></head><body></p><p><img src=\"https://static.tigerbbs.com/34661541d22c11b14a8d1113ca9738a0\" tg-width=\"630\" tg-height=\"355\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><a href=\"https://laohu8.com/S/SINA\">Sina</a>Tech News, Beijing time, March 8th, morning news: According to reports, at 2:00 AM Beijing time on March 9th,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>A spring press conference will be held. At that time, Apple may launch a new Mac Studio desktop and an iOS display.</p><p>Bloomberg columnist Mark Gurman tweeted that Mac Studio and an iOS monitor are \"ready\" and will be unveiled at the launch event.<img src=\"https://static.tigerbbs.com/738ff16ec9992e4350c33d9eda15a22c\" tg-width=\"547\" tg-height=\"429\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Earlier that day, YouTube blogger Luke Miani shared renders of what he claimed was a Mac Studio device, showing that the device looked similar to a thickened version of the Mac mini. It will feature a square design similar to the current Mac mini, but with a height of 10 centimeters and a brand-new heat dissipation design for cooling.</p><p>Miani stated that Mac Studio will \"definitely\" be unveiled at Apple's spring event, and German's tweet seems to confirm this news.</p><p>News about Mac Studio was first revealed last week by 9to5Mac, which claims it is a device that combines the Mac mini and Mac Pro. Previous rumors indicated that Apple was developing a high-end Mac mini and a small Mac pro. Now it seems that these rumors all point to the same device: Mac Studio.</p><p>This hybrid device will replace the high-end Mac mini and can also serve as a compact alternative to the Mac Pro. Its performance cannot compare to the Mac Pro, but it is expected to be equipped with Apple's M1 Pro and M1 Max chips, with a high-performance version of the M1 Max chip available as an option.</p><p>According to current reports, Apple may also launch \"Studio Display\" alongside the release of Mac Studio. Miani stated that the Studio Display will feature a 27-inch screen with slightly larger bezels than the Pro Display XDR. German revealed that the display will \"run iOS,\" indicating that it has a built-in A-series chip.</p><p>Previously, there were rumors that Apple was developing a Display using A-series chips, but industry insiders believed this would be a successor to the Pro Display XDR. However, it now appears that it will become a low-priced alternative to the $5,000 Pro Display XDR, although specific pricing information is not yet known.</p><p></body></html></p>","source":"sina_tech","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>Apple Spring Event Preview: Mac Studio and iOS displays may be on the way.</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nApple Spring Event Preview: Mac Studio and iOS displays may be on the way.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪科技</strong><span class=\"h-time small\">2022-03-08 08:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body></p><p><img src=\"https://static.tigerbbs.com/34661541d22c11b14a8d1113ca9738a0\" tg-width=\"630\" tg-height=\"355\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><a href=\"https://laohu8.com/S/SINA\">Sina</a>Tech News, Beijing time, March 8th, morning news: According to reports, at 2:00 AM Beijing time on March 9th,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>A spring press conference will be held. At that time, Apple may launch a new Mac Studio desktop and an iOS display.</p><p>Bloomberg columnist Mark Gurman tweeted that Mac Studio and an iOS monitor are \"ready\" and will be unveiled at the launch event.<img src=\"https://static.tigerbbs.com/738ff16ec9992e4350c33d9eda15a22c\" tg-width=\"547\" tg-height=\"429\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Earlier that day, YouTube blogger Luke Miani shared renders of what he claimed was a Mac Studio device, showing that the device looked similar to a thickened version of the Mac mini. It will feature a square design similar to the current Mac mini, but with a height of 10 centimeters and a brand-new heat dissipation design for cooling.</p><p>Miani stated that Mac Studio will \"definitely\" be unveiled at Apple's spring event, and German's tweet seems to confirm this news.</p><p>News about Mac Studio was first revealed last week by 9to5Mac, which claims it is a device that combines the Mac mini and Mac Pro. Previous rumors indicated that Apple was developing a high-end Mac mini and a small Mac pro. Now it seems that these rumors all point to the same device: Mac Studio.</p><p>This hybrid device will replace the high-end Mac mini and can also serve as a compact alternative to the Mac Pro. Its performance cannot compare to the Mac Pro, but it is expected to be equipped with Apple's M1 Pro and M1 Max chips, with a high-performance version of the M1 Max chip available as an option.</p><p>According to current reports, Apple may also launch \"Studio Display\" alongside the release of Mac Studio. Miani stated that the Studio Display will feature a 27-inch screen with slightly larger bezels than the Pro Display XDR. German revealed that the display will \"run iOS,\" indicating that it has a built-in A-series chip.</p><p>Previously, there were rumors that Apple was developing a Display using A-series chips, but industry insiders believed this would be a successor to the Pro Display XDR. However, it now appears that it will become a low-priced alternative to the $5,000 Pro Display XDR, although specific pricing information is not yet known.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://tech.sina.cn/it/2022-03-08/detail-imcwipih7225006.d.html?vt=4\">新浪科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/34661541d22c11b14a8d1113ca9738a0","relate_stocks":{"BK4170":"电脑硬件、储存设备及电脑周边","BK4574":"无人驾驶","BK4573":"虚拟现实","BK4554":"元宇宙及AR概念","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","BK4527":"明星科技股","BK4501":"段永平概念","BK4512":"苹果概念","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4566":"资本集团","AAPL":"苹果","BK4505":"高瓴资本持仓","BK4515":"5G概念","BK4559":"巴菲特持仓","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4507":"流媒体概念"},"source_url":"https://tech.sina.cn/it/2022-03-08/detail-imcwipih7225006.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2217428858","content_text":"新浪科技讯 北京时间3月8日早间消息，据报道，北京时间3月9日凌晨2点，苹果将举行春季发布会。届时，苹果或将推出新款Mac Studio台式机以及一款搭载iOS系统的显示屏。彭博专栏作家马克·格曼（Mark Gurman）在推文中表示，Mac Studio和一款搭载iOS系统的显示器已经“准备就绪”，并将在发布会上亮相。当天早些时候，YouTube博主卢克·米亚尼（Luke Miani）分享了号称是Mac Studio设备的渲染图，显示这款设备的外观类似于加厚版的Mac mini。它将采用与目前的Mac mini相似的方形设计，但高度达到10厘米，并且采用全新的散热设计来降温。米亚尼称，Mac Studio“肯定”会在苹果春季发布会上亮相，而格曼的推文似乎也确认了这条消息。关于Mac Studio的消息最早于上周由9to5Mac曝光，该网站称，这是一款融合了Mac mini和Mac Pro的设备。之前的传言显示，苹果正在开发高端Mac mini和小型Mac pro。而现在看来，这些传言似乎都指向了同一款设备，那就是Mac Studio。这款混合设备将取代高端Mac mini，同时也可以充当Mac Pro的小巧替代品。它的性能无法媲美Mac Pro，但有望搭载苹果的M1 Pro和M1 Max芯片，还可以选配高性能版的M1 Max芯片。根据目前的消息，苹果在发布Mac Studio的同时，还有可能推出“Studio Display”。米亚尼表示，Studio Display将采用27英寸屏幕，边框略大于Pro Display XDR。而格曼则透露，这款显示屏将“运行iOS”，表明它内置了A系列芯片。之前也有传言称，苹果正开发采用A系列芯片的显示屏，但业界认为这将成为Pro Display XDR的后续产品。但现在看来，它将成为5000美元的Pro Display XDR的低价替代品，只是具体价格信息尚未可知。","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":4949,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":539561183757800,"gmtCreate":1772750391669,"gmtModify":1772750394524,"author":{"id":"3570868909102033","authorId":"3570868909102033","name":"Estheryong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570868909102033","idStr":"3570868909102033"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$ </a>&nbsp;","text":"$亚马逊(AMZN)$","images":[{"img":"https://community-static.tradeup.com/news/207949b30d1232d6336343fa1f4adb71","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/539561183757800","isVote":1,"tweetType":1,"viewCount":1976,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9992747492,"gmtCreate":1661383669218,"gmtModify":1676536506561,"author":{"id":"3570868909102033","authorId":"3570868909102033","name":"Estheryong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570868909102033","idStr":"3570868909102033"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992747492","repostId":"2262679729","repostType":4,"isVote":1,"tweetType":1,"viewCount":4571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905101436,"gmtCreate":1659835976127,"gmtModify":1703766867550,"author":{"id":"3570868909102033","authorId":"3570868909102033","name":"Estheryong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570868909102033","idStr":"3570868909102033"},"themes":[],"title":"","htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905101436","repostId":"2257128796","repostType":4,"isVote":1,"tweetType":1,"viewCount":4875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9044183645,"gmtCreate":1656723242087,"gmtModify":1676535883098,"author":{"id":"3570868909102033","authorId":"3570868909102033","name":"Estheryong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570868909102033","idStr":"3570868909102033"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044183645","repostId":"1104486104","repostType":4,"repost":{"id":"1104486104","kind":"news","pubTimestamp":1656686783,"share":"https://ttm.financial/m/news/1104486104?lang=en_US&edition=fundamental","pubTime":"2022-07-01 22:46","market":"us","language":"zh","title":"Goldman Sachs warns: The risk of another sell-off in US stocks remains high.","url":"https://stock-news.laohu8.com/highlight/detail?id=1104486104","media":"华尔街见闻","summary":"美国消费疲软对企业盈利的影响正在显现，对美股造成的冲击将超过股票抛售。","content":"<p><html><head></head><body>Author: Wang Mei</p><p>Goldman Sachs strategists said,<b>The risk of another sell-off in U.S. stocks remains high, as investors only expect a mild recession.</b></p><p>Strategists led by Christian Mueller-Glissmann wrote in a report on June 30:</p><p>\"Much of this year's valuation downgrades are due to rising interest rates and inflation. Unless bond yields begin to decline and buffer rising equity risk premiums driven by recession concerns, equity valuations are likely to fall further.\" Global stock markets have just experienced one of their worst six months on record, with persistently high inflation and hawkish central banks raising concerns about a sharp economic slowdown. The S&P 500 index performed its worst in the first half of the year since 1970, losing more than $8 trillion in market capitalization.</p><p>Goldman Sachs, after analyzing the $2.4 trillion in total equity positions held by nearly 800 hedge funds at the beginning of the second quarter of this year, noted last week that hedge funds have recently significantly reduced the holding period and turnover rate of their long portfolios, reflecting a broader asset reallocation across the market.</p><p>Goldman Sachs analysts believe that<b>In recent years, low interest rate policies in various countries have made the stock market very attractive, and investors have turned to the investment philosophy that \"There Is No Alternative to equities (TINA)\".</b>As institutional and household investors increase their stock exposure, long-term growth stocks benefit the most, with valuations rising at an accelerated pace.</p><p>However, in contrast, the current trend of returning to positive interest rates and growing concerns about an economic recession,<b>The falling stock market has sent another signal to investors—There Are still plenty of Reasonable Alternatives (TARA) on the market, driving them to flee the stock market.</b></p><p>This week Mueller-Glissman reiterated:</p><p>\"TINA fueled a bull market in the stock market, but against the backdrop of sticky inflation and rising bond yields, investors are turning to TARA. As central banks are busy fighting inflation, they have difficulty hedging against recessions,\" strategists said.<b>Corporate profitability may also face pressure in the second half of the year, as profit margins will be tested by soaring prices and weakening consumer confidence.</b></p><p>Goldman Sachs had previously warned that the impact of weak U.S. consumption on corporate earnings was becoming apparent, and the impact on U.S. stocks would outweigh the stock sell-off. In this situation, US stocks may come under further pressure.</p><p></body></html></p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sachs warns: The risk of another sell-off in US stocks remains high.</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nGoldman Sachs warns: The risk of another sell-off in US stocks remains high.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-07-01 22:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Author: Wang Mei</p><p>Goldman Sachs strategists said,<b>The risk of another sell-off in U.S. stocks remains high, as investors only expect a mild recession.</b></p><p>Strategists led by Christian Mueller-Glissmann wrote in a report on June 30:</p><p>\"Much of this year's valuation downgrades are due to rising interest rates and inflation. Unless bond yields begin to decline and buffer rising equity risk premiums driven by recession concerns, equity valuations are likely to fall further.\" Global stock markets have just experienced one of their worst six months on record, with persistently high inflation and hawkish central banks raising concerns about a sharp economic slowdown. The S&P 500 index performed its worst in the first half of the year since 1970, losing more than $8 trillion in market capitalization.</p><p>Goldman Sachs, after analyzing the $2.4 trillion in total equity positions held by nearly 800 hedge funds at the beginning of the second quarter of this year, noted last week that hedge funds have recently significantly reduced the holding period and turnover rate of their long portfolios, reflecting a broader asset reallocation across the market.</p><p>Goldman Sachs analysts believe that<b>In recent years, low interest rate policies in various countries have made the stock market very attractive, and investors have turned to the investment philosophy that \"There Is No Alternative to equities (TINA)\".</b>As institutional and household investors increase their stock exposure, long-term growth stocks benefit the most, with valuations rising at an accelerated pace.</p><p>However, in contrast, the current trend of returning to positive interest rates and growing concerns about an economic recession,<b>The falling stock market has sent another signal to investors—There Are still plenty of Reasonable Alternatives (TARA) on the market, driving them to flee the stock market.</b></p><p>This week Mueller-Glissman reiterated:</p><p>\"TINA fueled a bull market in the stock market, but against the backdrop of sticky inflation and rising bond yields, investors are turning to TARA. As central banks are busy fighting inflation, they have difficulty hedging against recessions,\" strategists said.<b>Corporate profitability may also face pressure in the second half of the year, as profit margins will be tested by soaring prices and weakening consumer confidence.</b></p><p>Goldman Sachs had previously warned that the impact of weak U.S. consumption on corporate earnings was becoming apparent, and the impact on U.S. stocks would outweigh the stock sell-off. In this situation, US stocks may come under further pressure.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3663637\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ef05ac737ccc5e804506aa744d0c55a3","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3663637","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1104486104","content_text":"作者：王眉高盛策略师表示，美股再次出现抛售狂潮的风险仍然很高，因为投资者只预计将出现温和衰退。以Christian Mueller-Glissmann为首的策略师在6月30日的一份报告中写道：“今年估值下调的大部分原因是利率和通胀上升。除非债券收益率开始下降，并缓冲因经济衰退担忧而上升的股票风险溢价，否则股票估值可能会进一步下降。”全球股市刚刚经历了有记录以来最糟糕的六个月之一，居高不下的通胀和鹰派央行引发了经济大幅放缓的担忧。标普500指数上半年的表现为1970年以来最差，市值损失超过8万亿美元。高盛上周在分析了近800家对冲基金在今年第二季度初持有的2.4万亿美元的股票总头寸后指出，对冲基金最近大幅减少了多头投资组合的持有期和换手率，反映出整个市场正在进行更广泛的资产重新配置。高盛分析认为，近年来，各国的低利率政策使得股市十分具有吸引力，投资者纷纷转向“除股票外别无选择（There Is No Alternative to equities，简称 TINA）”的投资理念。随着机构投资者和家庭投资者增加股票敞口，长期成长性股票受益最大，估值加速上升。但相比之下，如今恢复正利率的趋势、日益增长的经济衰退担忧，不断下跌的股市已经向投资者发出另一种信号——市场上仍有大量其他的股票替代品（There Are Reasonable Alternatives，简称TARA），推动他们纷纷逃离股市。本周Mueller-Glissman重申：“TINA推动了股市的牛市，但在通胀粘性和债券收益率上升的背景下，投资者纷纷转向TARA。由于各国央行正忙于抗击通胀，它们很难顾得上对冲经济衰退。”策略师们表示，下半年企业盈利也可能面临压力，因为利润率将面临物价飙升和消费者信心减弱的考验。高盛此前就警告称，美国消费疲软对企业盈利的影响正在显现，对美股造成的冲击将超过股票抛售。在这种情况下，美股或将进一步承压。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":5186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056823807,"gmtCreate":1654996982909,"gmtModify":1676535544237,"author":{"id":"3570868909102033","authorId":"3570868909102033","name":"Estheryong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570868909102033","idStr":"3570868909102033"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056823807","repostId":"612682791","repostType":1,"repost":{"id":612682791,"gmtCreate":1652321884213,"gmtModify":1676533093627,"author":{"id":"4098332613396550","authorId":"4098332613396550","name":"人人汇数据导航","avatar":"https://static.tigerbbs.com/ccbd7f29099d571b8d70c7ca025f2c38","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098332613396550","idStr":"4098332613396550"},"themes":[],"title":"全球股市：通脹數據公佈後美國下跌；歐洲的收益表現良好","htmlText":"美國更新由於美國通脹報告令人失望，風險資產依舊不受歡迎，股市週三走低。由於投資者在試探性反彈中拋售，所以反彈時間持續很短。道瓊斯工業平均指數下跌1.0%，標準普爾500指數下跌1.7%，納斯達克指數下跌3.2%。最新的美國消費者價格指數數據削弱了通脹正在見頂的觀點，但並沒有影響美聯儲激進加息的預期。核心CPI月率上漲0.6%，高於預期的0.4%，儘管一些人表示，如果不是機票價格飆升，可能會上漲0.4%。隨着市場恢復去風險的趨勢，成長型股票，尤其是權重較大的大型股，以及像加密貨幣這樣的投機性投資，受到的打擊最爲嚴重。非必需消費品（亞馬遜，下跌3.2%）和科技（蘋果，下跌5.2%，微軟，下跌3.3%）是表現最差的行業。汽車製造商、航空公司、房屋建築商和雜貨店也落後。從積極的方面來看，油價上漲提振了能源股和材料股，因爲人們希望中國的新冠危機能夠緩解。表現最好的包括康菲石油公司，上漲1.0%，雪佛龍公司，上漲1.4%。在受關注的公司中，Coinbase暴跌26%，此前該加密貨幣交易所公佈了令人失望的收益，並且投資者被Coinbase提交給美國證券交易委員會的文件中的語言嚇壞了，警告稱如果發生破產程序，客戶的加密資產可能會被沒收。在其他特色輸家中，Unity Software下跌了37%，而在線自由職業者市場Fiverr因收入預期低迷而下跌了26%。積極的一面是，電子遊戲領導者Electronic Artists上漲了8.0%，而另一家視頻遊戲公司Roblox儘管盈利不佳，但仍上漲了3.4%。H&amp;R Block因盈利超預期和更好的指引上漲20%。這些價格數據反映了美國東部時間下午4:00的觀察結果：日期布倫特現貨原油上漲4.59美元至107.03美元，而現貨黃金上漲15.49美元至1,853.66美元。美元兌主要貨幣漲跌互現。美國30年期國債收益率下跌10個基點至3.03%，","listText":"美國更新由於美國通脹報告令人失望，風險資產依舊不受歡迎，股市週三走低。由於投資者在試探性反彈中拋售，所以反彈時間持續很短。道瓊斯工業平均指數下跌1.0%，標準普爾500指數下跌1.7%，納斯達克指數下跌3.2%。最新的美國消費者價格指數數據削弱了通脹正在見頂的觀點，但並沒有影響美聯儲激進加息的預期。核心CPI月率上漲0.6%，高於預期的0.4%，儘管一些人表示，如果不是機票價格飆升，可能會上漲0.4%。隨着市場恢復去風險的趨勢，成長型股票，尤其是權重較大的大型股，以及像加密貨幣這樣的投機性投資，受到的打擊最爲嚴重。非必需消費品（亞馬遜，下跌3.2%）和科技（蘋果，下跌5.2%，微軟，下跌3.3%）是表現最差的行業。汽車製造商、航空公司、房屋建築商和雜貨店也落後。從積極的方面來看，油價上漲提振了能源股和材料股，因爲人們希望中國的新冠危機能夠緩解。表現最好的包括康菲石油公司，上漲1.0%，雪佛龍公司，上漲1.4%。在受關注的公司中，Coinbase暴跌26%，此前該加密貨幣交易所公佈了令人失望的收益，並且投資者被Coinbase提交給美國證券交易委員會的文件中的語言嚇壞了，警告稱如果發生破產程序，客戶的加密資產可能會被沒收。在其他特色輸家中，Unity Software下跌了37%，而在線自由職業者市場Fiverr因收入預期低迷而下跌了26%。積極的一面是，電子遊戲領導者Electronic Artists上漲了8.0%，而另一家視頻遊戲公司Roblox儘管盈利不佳，但仍上漲了3.4%。H&amp;R Block因盈利超預期和更好的指引上漲20%。這些價格數據反映了美國東部時間下午4:00的觀察結果：日期布倫特現貨原油上漲4.59美元至107.03美元，而現貨黃金上漲15.49美元至1,853.66美元。美元兌主要貨幣漲跌互現。美國30年期國債收益率下跌10個基點至3.03%，","text":"美國更新由於美國通脹報告令人失望，風險資產依舊不受歡迎，股市週三走低。由於投資者在試探性反彈中拋售，所以反彈時間持續很短。道瓊斯工業平均指數下跌1.0%，標準普爾500指數下跌1.7%，納斯達克指數下跌3.2%。最新的美國消費者價格指數數據削弱了通脹正在見頂的觀點，但並沒有影響美聯儲激進加息的預期。核心CPI月率上漲0.6%，高於預期的0.4%，儘管一些人表示，如果不是機票價格飆升，可能會上漲0.4%。隨着市場恢復去風險的趨勢，成長型股票，尤其是權重較大的大型股，以及像加密貨幣這樣的投機性投資，受到的打擊最爲嚴重。非必需消費品（亞馬遜，下跌3.2%）和科技（蘋果，下跌5.2%，微軟，下跌3.3%）是表現最差的行業。汽車製造商、航空公司、房屋建築商和雜貨店也落後。從積極的方面來看，油價上漲提振了能源股和材料股，因爲人們希望中國的新冠危機能夠緩解。表現最好的包括康菲石油公司，上漲1.0%，雪佛龍公司，上漲1.4%。在受關注的公司中，Coinbase暴跌26%，此前該加密貨幣交易所公佈了令人失望的收益，並且投資者被Coinbase提交給美國證券交易委員會的文件中的語言嚇壞了，警告稱如果發生破產程序，客戶的加密資產可能會被沒收。在其他特色輸家中，Unity Software下跌了37%，而在線自由職業者市場Fiverr因收入預期低迷而下跌了26%。積極的一面是，電子遊戲領導者Electronic Artists上漲了8.0%，而另一家視頻遊戲公司Roblox儘管盈利不佳，但仍上漲了3.4%。H&R Block因盈利超預期和更好的指引上漲20%。這些價格數據反映了美國東部時間下午4:00的觀察結果：日期布倫特現貨原油上漲4.59美元至107.03美元，而現貨黃金上漲15.49美元至1,853.66美元。美元兌主要貨幣漲跌互現。美國30年期國債收益率下跌10個基點至3.03%，","images":[{"img":"https://static.tigerbbs.com/3e461db577fc3ee4ab876dae9f1683f6"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/612682791","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038047539,"gmtCreate":1646703271330,"gmtModify":1676534152595,"author":{"id":"3570868909102033","authorId":"3570868909102033","name":"Estheryong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570868909102033","idStr":"3570868909102033"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038047539","repostId":"2217428858","repostType":4,"isVote":1,"tweetType":1,"viewCount":4949,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}