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Peter H
2024-09-05
[财迷]
@孙哥888:我平倉了10.0組
$三倍做多半導體ETF-Direxion Daily CALENDAR 241018/240830 PUT 40.0/PUT 40.0$
,roll forward soxl sp , 賺4500刀。 long 芯片 long ai
Peter H
2023-11-08
[微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑]
Peter H
2023-11-07
[微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑]
Peter H
2023-10-26
[微笑] [微笑] [微笑]
Peter H
2023-04-28
👍
新股发售 | 普乐师集团控股今起招股,入场费2383.79港元
Peter H
2022-12-20
👍🏻
@3597f278:彭博經濟研究:美國經濟衰退可能從何時開始?模型指向2023年9月
Peter H
2022-12-12
$新加坡航空公司(C6L.SI)$
Peter H
2022-12-11
$新加坡航空公司(C6L.SI)$
Peter H
2022-12-07
$新加坡航空公司(C6L.SI)$
Peter H
2022-12-07
👍🏻
港股开盘 | 恒指低开0.31%,碧桂园跌超8%
Peter H
2022-12-06
$新加坡航空公司(C6L.SI)$
Peter H
2022-12-05
$新加坡航空公司(C6L.SI)$
Peter H
2022-12-04
$新加坡航空公司(C6L.SI)$
Peter H
2022-12-03
$新加坡航空公司(C6L.SI)$
Peter H
2022-12-02
$新加坡航空公司(C6L.SI)$
Peter H
2022-12-01
$新加坡航空公司(C6L.SI)$
Peter H
2022-11-30
$新加坡航空公司(C6L.SI)$
Peter H
2022-11-29
$新加坡航空公司(C6L.SI)$
Peter H
2022-11-28
$新加坡航空公司(C6L.SI)$
Peter H
2022-11-28
$新加坡航空公司(C6L.SI)$
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[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234332897124592","isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947132308,"gmtCreate":1682657012304,"gmtModify":1682657015903,"author":{"id":"4091876880408250","authorId":"4091876880408250","name":"Peter 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普乐师集团控股今起招股,入场费2383.79港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1141800472","media":"老虎资讯综合","summary":"4月28日,普乐师集团控股发布公告,公司拟全球发售2500万股股份,其中中国香港发售股份250万股,国际发售股份2250万股,另有15%超额配股权;2023年4月28日至5月4日招股,预期定价日为5月","content":"<html><head></head><body><p>4月28日,<a href=\"https://laohu8.com/S/02486\">普乐师集团控股</a>发布公告,公司拟全球发售2500万股股份,其中中国香港发售股份250万股,国际发售股份2250万股,另有15%超额配股权;2023年4月28日至5月4日招股,预期定价日为5月4日;发售价将为每股发售股份10.6-11.8港元,每手买卖单位200股,入场费约2383.79港元;Jefferies及国泰君安国际为联席保荐人;预期股份将于2023年5月11日于联交所主板挂牌上市。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0ab9093f26a79cecb833287cea6e0b2f\" tg-width=\"942\" tg-height=\"664\"/></p><p style=\"text-align: start;\"><strong>申购阶梯:</strong></p><p>每手200股,入场费2383.79港元。</p><p>乙组门槛为500000股,申购所需资金约5959501.5港元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71a1a16572f13c76e17b50dd9452f811\" tg-width=\"874\" tg-height=\"434\"/></p><p style=\"text-align: start;\">公司是知名销售及营销服务供应商,主要专注于向主要在线下零售店(如超市、百货公司、户外促销活动等)开展业务的头部FMCG(即快速消费品)品牌商及经销商提供实地销售及营销解决方案。于业绩记录期,公司提供四类服务,包括定制营销解决方案;任务与营销人员匹配服务;营销人员派驻服务;及SaaS+订阅。</p><p style=\"text-align: start;\">自2004年成立起,公司致力于向客户提供切合其企业需求的全面销售及营销服务。公司向分散在中国不同地理位置的不同规模的客户提供服务,以支持其销售及营销活动。一般而言,公司的服务需要营销人员实地实施。营销人员主要指直接与消费者互动并进行销售及营销活动实地实施的人员,例如销售人员、前线员工等。就公司的业务经营而言,公司将营销人员分类为雇员营销人员(与公司有雇佣关系)及第三方营销人员(与公司并无任何雇佣或合约关系)。截至最后可行日期,公司的服务涵盖中国31个省╱直辖市逾320个城市。</p><p style=\"text-align: start;\">假设发售价为每股发售股份11.2港元(即指示性发售价范围的中位数)及假设超额配股权未获行使后,公司预计将收取全球发售所得款项净额约2.267亿港元。公司拟将所得款项净额的32.0%用于提升公司的核心技术能力及基础研发;30.0%将用于战略投资、收购及合作;20.5%将用于提高公司的销售及营销以及业务发展能力,以促进公司的业务增长及提高品牌知名度;7.5%将用于偿还公司的银行借款;以及所得款项净额的10.0%将作为公司的营运资金,用于一般用途。</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\" 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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新股发售 | 普乐师集团控股今起招股,入场费2383.79港元\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\">2023-04-28 09:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月28日,<a href=\"https://laohu8.com/S/02486\">普乐师集团控股</a>发布公告,公司拟全球发售2500万股股份,其中中国香港发售股份250万股,国际发售股份2250万股,另有15%超额配股权;2023年4月28日至5月4日招股,预期定价日为5月4日;发售价将为每股发售股份10.6-11.8港元,每手买卖单位200股,入场费约2383.79港元;Jefferies及国泰君安国际为联席保荐人;预期股份将于2023年5月11日于联交所主板挂牌上市。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0ab9093f26a79cecb833287cea6e0b2f\" tg-width=\"942\" tg-height=\"664\"/></p><p style=\"text-align: start;\"><strong>申购阶梯:</strong></p><p>每手200股,入场费2383.79港元。</p><p>乙组门槛为500000股,申购所需资金约5959501.5港元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71a1a16572f13c76e17b50dd9452f811\" tg-width=\"874\" tg-height=\"434\"/></p><p style=\"text-align: start;\">公司是知名销售及营销服务供应商,主要专注于向主要在线下零售店(如超市、百货公司、户外促销活动等)开展业务的头部FMCG(即快速消费品)品牌商及经销商提供实地销售及营销解决方案。于业绩记录期,公司提供四类服务,包括定制营销解决方案;任务与营销人员匹配服务;营销人员派驻服务;及SaaS+订阅。</p><p style=\"text-align: start;\">自2004年成立起,公司致力于向客户提供切合其企业需求的全面销售及营销服务。公司向分散在中国不同地理位置的不同规模的客户提供服务,以支持其销售及营销活动。一般而言,公司的服务需要营销人员实地实施。营销人员主要指直接与消费者互动并进行销售及营销活动实地实施的人员,例如销售人员、前线员工等。就公司的业务经营而言,公司将营销人员分类为雇员营销人员(与公司有雇佣关系)及第三方营销人员(与公司并无任何雇佣或合约关系)。截至最后可行日期,公司的服务涵盖中国31个省╱直辖市逾320个城市。</p><p style=\"text-align: start;\">假设发售价为每股发售股份11.2港元(即指示性发售价范围的中位数)及假设超额配股权未获行使后,公司预计将收取全球发售所得款项净额约2.267亿港元。公司拟将所得款项净额的32.0%用于提升公司的核心技术能力及基础研发;30.0%将用于战略投资、收购及合作;20.5%将用于提高公司的销售及营销以及业务发展能力,以促进公司的业务增长及提高品牌知名度;7.5%将用于偿还公司的银行借款;以及所得款项净额的10.0%将作为公司的营运资金,用于一般用途。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b69e234a63c2c0a69ccede7b0faaa18","relate_stocks":{"02486":"普乐师集团控股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141800472","content_text":"4月28日,普乐师集团控股发布公告,公司拟全球发售2500万股股份,其中中国香港发售股份250万股,国际发售股份2250万股,另有15%超额配股权;2023年4月28日至5月4日招股,预期定价日为5月4日;发售价将为每股发售股份10.6-11.8港元,每手买卖单位200股,入场费约2383.79港元;Jefferies及国泰君安国际为联席保荐人;预期股份将于2023年5月11日于联交所主板挂牌上市。申购阶梯:每手200股,入场费2383.79港元。乙组门槛为500000股,申购所需资金约5959501.5港元。公司是知名销售及营销服务供应商,主要专注于向主要在线下零售店(如超市、百货公司、户外促销活动等)开展业务的头部FMCG(即快速消费品)品牌商及经销商提供实地销售及营销解决方案。于业绩记录期,公司提供四类服务,包括定制营销解决方案;任务与营销人员匹配服务;营销人员派驻服务;及SaaS+订阅。自2004年成立起,公司致力于向客户提供切合其企业需求的全面销售及营销服务。公司向分散在中国不同地理位置的不同规模的客户提供服务,以支持其销售及营销活动。一般而言,公司的服务需要营销人员实地实施。营销人员主要指直接与消费者互动并进行销售及营销活动实地实施的人员,例如销售人员、前线员工等。就公司的业务经营而言,公司将营销人员分类为雇员营销人员(与公司有雇佣关系)及第三方营销人员(与公司并无任何雇佣或合约关系)。截至最后可行日期,公司的服务涵盖中国31个省╱直辖市逾320个城市。假设发售价为每股发售股份11.2港元(即指示性发售价范围的中位数)及假设超额配股权未获行使后,公司预计将收取全球发售所得款项净额约2.267亿港元。公司拟将所得款项净额的32.0%用于提升公司的核心技术能力及基础研发;30.0%将用于战略投资、收购及合作;20.5%将用于提高公司的销售及营销以及业务发展能力,以促进公司的业务增长及提高品牌知名度;7.5%将用于偿还公司的银行借款;以及所得款项净额的10.0%将作为公司的营运资金,用于一般用途。","news_type":1},"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926834233,"gmtCreate":1671505561823,"gmtModify":1676538547586,"author":{"id":"4091876880408250","authorId":"4091876880408250","name":"Peter 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恒指低开0.31%,碧桂园跌超8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1132309386","media":"老虎资讯综合","summary":"12月7日讯,受隔夜美股下跌影响,港股低开,恒指跌0.31%,国指跌0.3%,恒生科技指数跌0.18%。盘面上,大型科技股多数走低,网易跌近2%,百度跌1.5%,美团、腾讯、阿里巴巴均下跌,京东涨0.","content":"<html><head></head><body><p>12月7日讯,受隔夜美股下跌影响,港股低开,恒指跌0.31%,国指跌0.3%,恒生科技指数跌0.18%。</p><p><img src=\"https://static.tigerbbs.com/c1151c38e42f5160f42074d78906ed3b\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>盘面上,大型科技股多数走低,<a href=\"https://laohu8.com/S/09999\">网易</a>跌近2%,<a href=\"https://laohu8.com/S/09888\">百度</a>跌1.5%,美团、<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>均下跌,<a href=\"https://laohu8.com/S/09618\">京东</a>涨0.17%;昨日午后拉升的的内房股普跌,海运股、乳制品股、电影概念股、石油股、燃气股普跌。另一方面,互联网医疗股<a href=\"https://laohu8.com/S/01833\">平安好医生</a>继续上涨超5%,生物科技股、汽车股走强明显。</p><p><a href=\"https://laohu8.com/S/02007\">碧桂园</a>跌超8%,拟折价配股融资47.4亿港元。</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>港股开盘 | 恒指低开0.31%,碧桂园跌超8%</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; 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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港股开盘 | 恒指低开0.31%,碧桂园跌超8%\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\">2022-12-07 09:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月7日讯,受隔夜美股下跌影响,港股低开,恒指跌0.31%,国指跌0.3%,恒生科技指数跌0.18%。</p><p><img src=\"https://static.tigerbbs.com/c1151c38e42f5160f42074d78906ed3b\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>盘面上,大型科技股多数走低,<a href=\"https://laohu8.com/S/09999\">网易</a>跌近2%,<a href=\"https://laohu8.com/S/09888\">百度</a>跌1.5%,美团、<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>均下跌,<a href=\"https://laohu8.com/S/09618\">京东</a>涨0.17%;昨日午后拉升的的内房股普跌,海运股、乳制品股、电影概念股、石油股、燃气股普跌。另一方面,互联网医疗股<a href=\"https://laohu8.com/S/01833\">平安好医生</a>继续上涨超5%,生物科技股、汽车股走强明显。</p><p><a href=\"https://laohu8.com/S/02007\">碧桂园</a>跌超8%,拟折价配股融资47.4亿港元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{"513600":"恒生指数ETF","BK1507":"粤港澳大湾区","BK1240":"房地产开发","BK1589":"北水核心资产","BK1555":"内房股","02833":"恒指ETF","HSI":"恒生指数","BK1521":"挪威政府全球养老基金持仓","02007":"碧桂园"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132309386","content_text":"12月7日讯,受隔夜美股下跌影响,港股低开,恒指跌0.31%,国指跌0.3%,恒生科技指数跌0.18%。盘面上,大型科技股多数走低,网易跌近2%,百度跌1.5%,美团、腾讯、阿里巴巴均下跌,京东涨0.17%;昨日午后拉升的的内房股普跌,海运股、乳制品股、电影概念股、石油股、燃气股普跌。另一方面,互联网医疗股平安好医生继续上涨超5%,生物科技股、汽车股走强明显。碧桂园跌超8%,拟折价配股融资47.4亿港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967327906,"gmtCreate":1670278377908,"gmtModify":1676538333244,"author":{"id":"4091876880408250","authorId":"4091876880408250","name":"Peter 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tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>奈飞数百亿市值的蒸发固然让市场感到恐惧,但是更投资者担忧的是,这或许只是一个开始。</p><p>先是奈飞用近十年来的最大跌幅告诉市场,今年的财报季可能不太好过。</p><p>资产管理公司Abrdn的投资总监Tim Skiendzielewski表示,在市场经过短期抛售刚刚显露出复苏迹象之时,奈飞引领的财报季开局再度打击了投资者信心。</p><p>再是互动健身平台Peloton同样重击了投资者信心。</p><p>华尔街见闻此前提及,据CNBC报道,周四有内部文件称Peloton将暂停生产自行车和跑步机。消息公布后,当天Peloton股价重挫24%。虽然后来由于公司回应此为不实消息之后,周五股价有所反弹,但是也改变不了Peloton本周累计下跌14%,已经低于其IPO发行价的事实。</p><p><b>一家是全球最大的视频流媒体平台,一家是被称为“健身届苹果”的在线健身平台,看似风马牛不相及的两家公司,却“齐心协力”引发了投资者的极度担忧。</b></p><p>而且下周即将公布季度财报的IBM、微软和英特尔也被放在了同样的<b>“危险区”</b>。</p><p>“回归正常生活”打压科技公司前景</p><p>疫情在之前是如何捧红“居家概念”的,现在就会如何舍弃它。</p><p>虽然奥密克戎浪潮在很多欧美国家仍未消退,但是外界对于这个新毒株的恐惧已经减退很多。</p><p>1月19日,英国首相约翰逊宣布,英国即将结束自12月起实行的“Plan B”计划,取消包括口罩强制令、在家工作和疫苗通行证在内的所有防疫措施,或将于下周四生效。</p><p>1月20日,《华尔街日报》援引美国卫生官员和流行病专家称,美国部分地区的新冠疫情正显示出放缓的迹象,比如东北地区的新冠住院人数开始出现下降。</p><p>同样在1月20日,拜登政府的首席医学顾问福奇也表示“乐观”。他表示至少在短期内,一个人再次感染奥密克戎的概率很低。因为美国最早出现奥密克戎感染的地方,病例数量已经急剧下降。</p><p>数据证明,美国近7天平均每天新增病例约75万例,已经比前一周下降5%。</p><p><b>所以种种迹象均显露出了这样的可能——之前的正常生活可能要回来了。</b></p><p>居家概念“跌落神坛”</p><p>在“正常”的生活中,大家无需花大量时间居家生活和办公,户外活动时间会大大增加,消费者对于电子产品的需求也会有所下降。</p><p><b>而这些居家需求的下降和科技板块的众多分支一一对应。</b></p><p>这就能解释为什么奈飞预计今年一季度新增用户数暴跌,Peloton这种居家健身平台会在三个月跌超70%,以及机构预计PC等电子消费产品销量可能会放缓。</p><p>周四,资产管理公司Piper Sandler的分析师将对AMD的评级从“买入”下调至“持有”,这是基于未来计算机销量的趋势。</p><p>虽然这些科技公司都在努力想要吸引大家的注意力,比如奈飞就在上个季度发布了157部电影、新剧集和现有剧集的新季,比上年同期发布的原创内容数量增加了20%。</p><p>其中不乏《红色通缉令》(Red Notice)和《不要抬头》(Don't Look Up)等多个爆品,但是这还是不足以吸引百万新增用户,也就不足以满足投资者的期望。</p><p>“激进收水”步步临近</p><p>面对美国国内屡破历史新高的通胀水平,以及创下历史地位的失业率,美联储必须开始回收之前释放的流动性。</p><p>在这个背景之下,全球资产“定价之锚”十年期美债收益也随即飙升,依赖未来现金流的科技股更加岌岌可危。</p><p>一旦前景不明朗,投资者很可能想要“落袋为安”,高估值科技股也就成为被抛售的首选。</p><p><b>所以,基本面和资金面可能带来的双重打击,才是市场最担心的地方。</b></p></body></html>","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>奈飞罕见暴跌,美股科技股吓崩了,市场在担心什么?</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n奈飞罕见暴跌,美股科技股吓崩了,市场在担心什么?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-22 18:34 北京时间 <a href=https://wallstreetcn.com/articles/3650411><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月21日的美股市场,奈飞重挫21%,科技股普跌,纳斯达克指数跌超2.7%,一月份跌幅已达12%!奈飞数百亿市值的蒸发固然让市场感到恐惧,但是更投资者担忧的是,这或许只是一个开始。先是奈飞用近十年来的最大跌幅告诉市场,今年的财报季可能不太好过。资产管理公司Abrdn的投资总监Tim Skiendzielewski表示,在市场经过短期抛售刚刚显露出复苏迹象之时,奈飞引领的财报季开局再度打击了投资者...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3650411\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e8de43451c68f57a0fdb81f66644722a","relate_stocks":{"NFLX":"奈飞",".IXIC":"NASDAQ Composite"},"source_url":"https://wallstreetcn.com/articles/3650411","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1181967997","content_text":"1月21日的美股市场,奈飞重挫21%,科技股普跌,纳斯达克指数跌超2.7%,一月份跌幅已达12%!奈飞数百亿市值的蒸发固然让市场感到恐惧,但是更投资者担忧的是,这或许只是一个开始。先是奈飞用近十年来的最大跌幅告诉市场,今年的财报季可能不太好过。资产管理公司Abrdn的投资总监Tim Skiendzielewski表示,在市场经过短期抛售刚刚显露出复苏迹象之时,奈飞引领的财报季开局再度打击了投资者信心。再是互动健身平台Peloton同样重击了投资者信心。华尔街见闻此前提及,据CNBC报道,周四有内部文件称Peloton将暂停生产自行车和跑步机。消息公布后,当天Peloton股价重挫24%。虽然后来由于公司回应此为不实消息之后,周五股价有所反弹,但是也改变不了Peloton本周累计下跌14%,已经低于其IPO发行价的事实。一家是全球最大的视频流媒体平台,一家是被称为“健身届苹果”的在线健身平台,看似风马牛不相及的两家公司,却“齐心协力”引发了投资者的极度担忧。而且下周即将公布季度财报的IBM、微软和英特尔也被放在了同样的“危险区”。“回归正常生活”打压科技公司前景疫情在之前是如何捧红“居家概念”的,现在就会如何舍弃它。虽然奥密克戎浪潮在很多欧美国家仍未消退,但是外界对于这个新毒株的恐惧已经减退很多。1月19日,英国首相约翰逊宣布,英国即将结束自12月起实行的“Plan B”计划,取消包括口罩强制令、在家工作和疫苗通行证在内的所有防疫措施,或将于下周四生效。1月20日,《华尔街日报》援引美国卫生官员和流行病专家称,美国部分地区的新冠疫情正显示出放缓的迹象,比如东北地区的新冠住院人数开始出现下降。同样在1月20日,拜登政府的首席医学顾问福奇也表示“乐观”。他表示至少在短期内,一个人再次感染奥密克戎的概率很低。因为美国最早出现奥密克戎感染的地方,病例数量已经急剧下降。数据证明,美国近7天平均每天新增病例约75万例,已经比前一周下降5%。所以种种迹象均显露出了这样的可能——之前的正常生活可能要回来了。居家概念“跌落神坛”在“正常”的生活中,大家无需花大量时间居家生活和办公,户外活动时间会大大增加,消费者对于电子产品的需求也会有所下降。而这些居家需求的下降和科技板块的众多分支一一对应。这就能解释为什么奈飞预计今年一季度新增用户数暴跌,Peloton这种居家健身平台会在三个月跌超70%,以及机构预计PC等电子消费产品销量可能会放缓。周四,资产管理公司Piper Sandler的分析师将对AMD的评级从“买入”下调至“持有”,这是基于未来计算机销量的趋势。虽然这些科技公司都在努力想要吸引大家的注意力,比如奈飞就在上个季度发布了157部电影、新剧集和现有剧集的新季,比上年同期发布的原创内容数量增加了20%。其中不乏《红色通缉令》(Red Notice)和《不要抬头》(Don't Look Up)等多个爆品,但是这还是不足以吸引百万新增用户,也就不足以满足投资者的期望。“激进收水”步步临近面对美国国内屡破历史新高的通胀水平,以及创下历史地位的失业率,美联储必须开始回收之前释放的流动性。在这个背景之下,全球资产“定价之锚”十年期美债收益也随即飙升,依赖未来现金流的科技股更加岌岌可危。一旦前景不明朗,投资者很可能想要“落袋为安”,高估值科技股也就成为被抛售的首选。所以,基本面和资金面可能带来的双重打击,才是市场最担心的地方。","news_type":1},"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":238629123064096,"gmtCreate":1699288542339,"gmtModify":1699288546557,"author":{"id":"4091876880408250","authorId":"4091876880408250","name":"Peter H","avatar":"https://community-static.tradeup.com/news/f99182119cf9d2b7ee5fcb2fc0b37102","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091876880408250","idStr":"4091876880408250"},"themes":[],"htmlText":"[微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] ","listText":"[微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] ","text":"[微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] 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