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kevinwong

kevinwong

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2023-11-01

$Magnis Resources Ltd(MNS.AU)$

2023-11-01

$Magnis Resources Ltd(MNS.AU)$ All in

2023-10-24

$理想汽車(LI)$ overprice

2023-10-24

$BYD Co., Ltd.(BYDDF)$

2023-07-06

Which stock code?

Sorry, the original content has been removed

2023-03-10

APX ASX AI stock

Sorry, the original content has been removed

2023-03-10

Buy time

‘Still waiting for it to ‘appen’: Broker gives its verdict on the Appen share price

2022-10-28

Fed 50 today

2022-10-24

$金石矿业有限公司(KCN.AU)$All sold

2022-07-27

Good

昨夜今晨 | 沃尔玛盈利预警拖累道指！全球天然气暴涨

2022-04-14

go elton mask

2022-04-14

I like it

@Kionglee:$Twitter(TWTR)$I accepted

2022-04-14

can we trade russia shares?

Go to Tiger App to see more news

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Ltd.(BYDDF)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/233691134718088","isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195061711405176,"gmtCreate":1688648087366,"gmtModify":1688648090492,"author":{"id":"4106695856776660","authorId":"4106695856776660","name":"kevinwong","avatar":"https://community-static.tradeup.com/news/44ec0aa40100c7d5f1dea5701add95ec","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4106695856776660","idStr":"4106695856776660"},"themes":[],"htmlText":"Which stock code?","listText":"Which stock code?","text":"Which stock code?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195061711405176","repostId":"2349487846","repostType":2,"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949199757,"gmtCreate":1678411751880,"gmtModify":1678411757040,"author":{"id":"4106695856776660","authorId":"4106695856776660","name":"kevinwong","avatar":"https://community-static.tradeup.com/news/44ec0aa40100c7d5f1dea5701add95ec","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4106695856776660","idStr":"4106695856776660"},"themes":[],"htmlText":"APX ASX AI stock","listText":"APX ASX AI stock","text":"APX ASX AI stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949199757","repostId":"2314516735","repostType":2,"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949199599,"gmtCreate":1678411735212,"gmtModify":1678411738621,"author":{"id":"4106695856776660","authorId":"4106695856776660","name":"kevinwong","avatar":"https://community-static.tradeup.com/news/44ec0aa40100c7d5f1dea5701add95ec","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4106695856776660","idStr":"4106695856776660"},"themes":[],"htmlText":"Buy time","listText":"Buy time","text":"Buy time","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949199599","repostId":"2314516735","repostType":2,"repost":{"id":"2314516735","pubTimestamp":1677550012,"share":"https://ttm.financial/m/news/2314516735?lang=&edition=fundamental","pubTime":"2023-02-28 10:06","market":"us","language":"en","title":"‘Still waiting for it to ‘appen’: Broker gives its verdict on the Appen share price","url":"https://stock-news.laohu8.com/highlight/detail?id=2314516735","media":"MotleyFool","summary":"The Appen Ltd (ASX: APX) share price has continued its slide on Tuesday. At the time of writing, the","content":"<html><body><div> <p>The <strong><a href=\"https://laohu8.com/S/APX.AU\">Appen Ltd</a></strong> (ASX: APX) share price has continued its slide on Tuesday.</p> <p>At the time of writing, the struggling artificial intelligence (AI) data services company’s shares are down 4.5% to $2.25.</p> <p>This means the Appen share price is now down almost 70% over the last 12 months.</p> <div></div> <h2>Why is the Appen share price falling?</h2> <p>Investors have been hitting the sell button again on Tuesday after brokers responded negatively to the company’s full-year results release from yesterday.</p> <p>One of those brokers was Bell Potter, which has retained its hold rating and cut its price target by 25% to $2.25.</p> <p>This is now in line with where the Appen share price trades following today’s decline.</p> <h2>What did the broker say?</h2> <p>Bell Potter notes that Appen’s full-year result fell short on the top line but was in line on the bottom line. While the latter was positive, this was then offset by “weak” operating cash flow and its soft guidance. In respect to its guidance, it said:</p> <blockquote><p>Appen did not provide any formal 2023 guidance. The company did, however, say there has been “a soft start to 2023” and 1H2023 EBITDA is expected to be materially lower than 1H2022. Appen also said it had identified annual cost savings of ~US$10m and the benefits will commence in 2H2023. The company has withdrawn its 2026 targets pending a full strategic review in May.</p></blockquote> <p>As a result of this, the broker is “still waiting for it to ‘appen” and has downgraded its earnings estimates materially for the coming years. Though, it even appears to believe that those could be challenging to achieve. The broker adds:</p> <blockquote><p>We have downgraded our underlying EBITDA forecasts in 2023 and 2024 by 53% and 48% which has been driven by an 11% reduction in our revenue forecasts in each period and also lower margin assumptions. We now forecast underlying EBITDA of US$14.7m in 2023 which is an improvement on the US$11.0m in 2022 but this assumes a large earnings skew to the second half.</p></blockquote> </div></body></html>","source":"motleyfoolau_stock","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>‘Still waiting for it to ‘appen’: Broker gives its verdict on the Appen share price</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‘Still waiting for it to ‘appen’: Broker gives its verdict on the Appen share price\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-28 10:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com.au/2023/02/28/still-waiting-for-it-to-appen-broker-gives-its-verdict-on-the-appen-share-price/><strong>MotleyFool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Appen Ltd (ASX: APX) share price has continued its slide on Tuesday. At the time of writing, the struggling artificial intelligence (AI) data services company’s shares are down 4.5% to $2.25. This...</p>\n\n<a href=\"https://www.fool.com.au/2023/02/28/still-waiting-for-it-to-appen-broker-gives-its-verdict-on-the-appen-share-price/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://cdn-dfpai.nitrocdn.com/gJsEsVaCFesDAEYOdjncMdcuJdoeUsXv/assets/images/optimized/rev-26bd993/wp-content/uploads/2021/08/Waiting-at-the-airport-16_9-150x150.jpg","relate_stocks":{"BK4528":"SaaS概念","BK4588":"碎股","APX.AU":"APPEN LTD","BK4023":"应用软件","BK4587":"ChatGPT概念","BK7503":"科技股","AI":"C3.ai, Inc.","BK4551":"寇图资本持仓","BK4543":"AI","BK4585":"ETF&股票定投概念","BK7061":"信息科技咨询与其它服务"},"source_url":"https://www.fool.com.au/2023/02/28/still-waiting-for-it-to-appen-broker-gives-its-verdict-on-the-appen-share-price/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2314516735","content_text":"The Appen Ltd (ASX: APX) share price has continued its slide on Tuesday. At the time of writing, the struggling artificial intelligence (AI) data services company’s shares are down 4.5% to $2.25. This means the Appen share price is now down almost 70% over the last 12 months.  Why is the Appen share price falling? Investors have been hitting the sell button again on Tuesday after brokers responded negatively to the company’s full-year results release from yesterday. One of those brokers was Bell Potter, which has retained its hold rating and cut its price target by 25% to $2.25. This is now in line with where the Appen share price trades following today’s decline. What did the broker say? Bell Potter notes that Appen’s full-year result fell short on the top line but was in line on the bottom line. While the latter was positive, this was then offset by “weak” operating cash flow and its soft guidance. In respect to its guidance, it said: Appen did not provide any formal 2023 guidance. The company did, however, say there has been “a soft start to 2023” and 1H2023 EBITDA is expected to be materially lower than 1H2022. Appen also said it had identified annual cost savings of ~US$10m and the benefits will commence in 2H2023. The company has withdrawn its 2026 targets pending a full strategic review in May. As a result of this, the broker is “still waiting for it to ‘appen” and has downgraded its earnings estimates materially for the coming years. Though, it even appears to believe that those could be challenging to achieve. The broker adds: We have downgraded our underlying EBITDA forecasts in 2023 and 2024 by 53% and 48% which has been driven by an 11% reduction in our revenue forecasts in each period and also lower margin assumptions. We now forecast underlying EBITDA of US$14.7m in 2023 which is an improvement on the US$11.0m in 2022 but this assumes a large earnings skew to the second half.","news_type":1},"isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986621378,"gmtCreate":1666947022994,"gmtModify":1676537836914,"author":{"id":"4106695856776660","authorId":"4106695856776660","name":"kevinwong","avatar":"https://community-static.tradeup.com/news/44ec0aa40100c7d5f1dea5701add95ec","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4106695856776660","idStr":"4106695856776660"},"themes":[],"htmlText":"Fed 50 today","listText":"Fed 50 today","text":"Fed 50 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sold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9988063449","isVote":1,"tweetType":1,"viewCount":487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909253918,"gmtCreate":1658882396334,"gmtModify":1676536222577,"author":{"id":"4106695856776660","authorId":"4106695856776660","name":"kevinwong","avatar":"https://community-static.tradeup.com/news/44ec0aa40100c7d5f1dea5701add95ec","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4106695856776660","idStr":"4106695856776660"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909253918","repostId":"1135689152","repostType":2,"repost":{"id":"1135689152","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":1658880036,"share":"https://ttm.financial/m/news/1135689152?lang=&edition=fundamental","pubTime":"2022-07-27 08:00","market":"us","language":"zh","title":"昨夜今晨 | 沃尔玛盈利预警拖累道指！全球天然气暴涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1135689152","media":"老虎资讯综合","summary":"摘要：①隔夜美股收跌，纳指跌近2%；②原油期货收跌1.8%，黄金期货连续第二日下跌；③全球天然气暴涨，欧洲天然气突破200欧元，美国天然气创2008年来新高；④IMF下调全球经济展望。海外市场1、美股","content":"<html><head></head><body><blockquote>摘要：①隔夜美股收跌，纳指跌近2%；②原油期货收跌1.8%，黄金期货连续第二日下跌；③全球天然气暴涨，欧洲天然气突破200欧元，美国天然气创2008年来新高；④IMF下调全球经济展望。</blockquote><p>海外市场</p><p>1、美股三大指数收跌 市场焦点转向美联储决议</p><p>美股周二收跌，零售巨头<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>下调盈利预测导致零售股大跌，接下来市场焦点将转向美联储政策会议。截至收盘，道琼斯指数跌0.72%，纳斯达克综合指数跌1.87%，标普500指数跌1.16%。大型科技股普跌，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌超5%，Meta跌超4%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌超3%，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌超2%。</p><p>2、热门中概股大多走低<a href=\"https://laohu8.com/S/MF\">每日优鲜</a>跌超14%</p><p>热门中概股大多走低，纳斯达克中国金龙指数跌1.43%。<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨0.3%，<a href=\"https://laohu8.com/S/JD\">京东</a>跌0.02%，<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>跌0.8%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌1.5%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌3.6%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌4.1%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌0.7%，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌1.1%，<a href=\"https://laohu8.com/S/DDL\">叮咚买菜</a>跌1.5%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌1.9%，一起教育跌3.6%，每日优鲜大跌14.5%。</p><p>3、欧股三大指数全线下跌德国DAX30指数跌0.86%</p><p>欧股主要指数周二收盘全线下跌，德国DAX30指数跌0.86%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数下跌0.02点，基本收平盘，法国CAC40指数跌0.42%。</p><p>4、美国天然气期货价格创7周新高 原油价格收跌1.8%</p><p>9月交割的西德克萨斯中质原油（WTI）期货价格下跌1.72美元，跌幅为1.8%，收于每桶94.98美元。纽约商品交易所8月交割的天然气期货价格周二上涨27美分，涨幅近3.1%，收于每百万英热单位8.993美元，创6月7日以来的最高水平。</p><p>5、纽约黄金期货周二收跌0.1% 连续第二日下跌</p><p>纽约商品交易所8月交割的黄金期货价格下跌1.40美元，跌幅为0.10%，报收于每盎司1717.70美元。联储会议结果公布前美元走强，令金价承压。</p><p>国际宏观</p><p>1、全球天然气暴涨！欧洲天然气突破200欧元 美国天然气创2008年来新高</p><p>周一，俄罗斯天然气工业公司（Gazprom，俄气）宣布从周三起将削减从北溪一号管道对欧洲输送天然气降至产能的20%之后，欧洲天然气期货价格在周一和周二均出现超过10%的涨幅，两日的累计涨幅达到20%以上，一度突破200欧元每兆瓦时，创下3月9日以来的高点，并接近去年冬天200多欧元的高点。</p><p>与此同时，美国天然气期货价格涨至2008年以来的高位，至每百万英热单位9.75美元，为2008年7月以来的最高水平，目前出现了小幅回落。</p><p>2、德国副总理兼经济与气候保护部长再次呼吁民众减少天然气消耗</p><p>当地时间7月26日，德国副总理兼经济与气候保护部长哈贝克再次呼吁民众减少天然气消耗。哈贝克说：“我们的情况很严重，现在每个人都需要明白这一点。节约天然气的措施必须得到有力贯彻和执行。”</p><p>由于涡轮机需要维修，27日起，俄罗斯天然气工业股份公司将把“北溪-1”管道单日供气量降至3300万立方米，为此前满负荷运力的约20%。</p><p>3、IMF第三次下调全球经济展望</p><p>国际货币基金组织（IMF）下调今明两年全球经济增长预测，警告称全球经济可能很快濒临全面衰退。IMF在周二发布的最<a href=\"https://laohu8.com/S/600628\">新世界</a>经济展望报告中称，今年全球经济增速可能放缓至3.2%，低于4月预测的3.6%和1月预估的4.4%。</p><p>4、美国累计确诊猴痘病例3846例 成全球猴痘病例最多的国家</p><p>当地时间7月26日，美国疾病控制与预防中心（CDC）发布的数据显示，全美已经报告了3846例猴痘确诊病例，成为全球报告猴痘病例最多的国家。据美国媒体报道，美国猴痘病例数在过去3天内猛增了33%。截至25日，美国猴痘病例数量最多的州是纽约州，为990例，其次是加利福尼亚州，为356例。</p><p>5、美国5月份房价上涨放缓利率上升让一些潜在买家望而却步</p><p>美国5月份房价上涨速度放缓，因为抵押贷款利率上升开始让一些潜在买家望而却步。周二公布的标普<a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a>凯斯-席勒指数显示，5月份全国房价指数同比上涨19.7%，低于4月 20.6%的涨幅。</p><p>6、美国7月份消费者信心指数降至今年2月以来最低</p><p>美国7月消费者信心指数下降至2021年2月以来的最低水平，在通胀持续居高的情况下，人们对经济的信心黯淡。世界大型企业研究会周二公布的数据显示，消费者信心指数从6月下修后的98.4降至95.7。接受调查的经济学家预期中值为97。</p><p>7、美国新建住宅销量降幅超过预期 创下两年多低点</p><p>由于高房价和抵押贷款利率上升的双重影响，6月份美国新建住宅销量出现今年第五次下降，并创下逾两年低点。周二公布的政府数据显示，6月份新建单户型住宅销量下降8.1%，至折合年率59万套，5月份数据向下修正为64.2万套。接受调查的经济学家的预测中值为65.5万套。</p><p>8、拜登“绿色新政”遇挫 美国新增清洁能源降至近三年最低水平</p><p>当地时间周二（7月26日），行业组织美国清洁能源协会（ACP）发布报告称，由于贸易争端、不确定的联邦政策以及供应链混乱，美国新增可再生能源降至近三年来的最低水平。这标志着拜登政府推进绿色转型受到了明显阻力。</p><p>9、扫清关键障碍！美参议院程序性投票通过芯片法案</p><p>美东时间周二，美国芯片法案在参议院程序性投票环节获得通过，为未来几天参议院最终通过这项法案奠定了基础。该法案旨在加强美国半导体制造能力，同时增强美国在高科技领域的竞争力。</p><p>俄乌局势</p><p>1、乌干达总统与俄罗斯外长举行会谈</p><p>当地时间7月26日，乌干达总统穆塞韦尼与到访的俄罗斯外长拉夫罗夫举行会谈。穆塞韦尼称赞俄罗斯是非洲反殖民主义斗争的伙伴，并表示没有理由反对从未伤害过他们的一方。结束在乌干达的行程后，拉夫罗夫于当日飞往埃塞俄比亚首都亚的斯亚贝巴进行访问。</p><p>2、英国宣布新一轮对俄制裁 涉及多名俄官员</p><p>当地时间7月26日，英国外交大臣特拉斯宣布对俄罗斯进行新一轮制裁。制裁对象包括俄罗斯在顿涅茨克和卢甘斯克任命的行政机构负责人维塔利·霍岑科和弗拉季斯拉夫·库兹涅佐夫、俄罗斯司法部长和副部长、亿万富豪阿利舍尔·奥斯曼诺夫的两个侄子以及俄罗斯国内29名地方官员。根据声明，绝大多数受制裁者面临旅行禁令和资产冻结。</p><p>3、乌克兰武装部队空军司令部发言人：敖德萨州遭13枚导弹袭击</p><p>据乌克兰国家通讯社7月26日报道，乌克兰武装部队空军司令部发言人尤里·伊格纳特当天在简报会上表示，26日俄军向敖德萨州发射13枚导弹。伊格纳特称，俄军正不断试图改变战术以迷惑乌克兰的防空系统。对于乌克兰方面的说法，俄罗斯尚未作出回应。</p><p>4、美国将从战略石油储备中再释放2000万桶石油</p><p>当地时间7月26日，美国白宫表示，为支持供应、平抑油价，美国将在已售出超过1.25亿桶石油的基础上，再从战略石油储备中释放2000万桶石油，每天向市场释放100万桶。</p><p>5、乌克兰空军司令部：美国计划拨款1亿美元用于培训乌飞行员</p><p>当地时间7月26日，乌克兰空军司令部发言人尤里·伊格纳特表示，美国政府计划拨款1亿美元用于培训乌克兰飞行员，这些飞行员将在2023年接受驾驶美国F-15和F-16战斗机的培训。</p><p>公司新闻</p><p>1、<a href=\"https://laohu8.com/NW/2254820022\" target=\"_blank\">财报公布前先裁员10%Shopify首席执行官承认自己赌输了</a></p><p>当地时间周二，加拿大电子商务软件开发商Shopify宣布，将裁员约1000人，占其全球员工总数的10%，主要原因为业务的增长不如预期的那样强劲，这也是Shopify自创办以来的首次大规模裁员。</p><p>消息公布后，Shopify的股价收盘大跌14%。在发给员工的一份备忘录中，Shopify首席执行官托比·鲁特克(Tobi Lutke)承认，他错误地判断了疫情驱动的电子商务繁荣持续的时间，随着在线消费的大规模减少，削减一些职位是必要的。</p><p>2、<a href=\"https://laohu8.com/NW/2254894873\" target=\"_blank\">微软二季度业绩低于预期！强美元冲击下收入减少近6亿</a></p><p>微软周二盘后公布了该公司第四财季财报。财报显示，微软第四财季营收518.7亿美元，同比增幅12%，而上一季度增幅为18%，市场预期524.39亿美元；调整后每股收益2.23美元，市场预期2.29美元。微软表示，当季最大的挑战来自不断恶化的汇率。</p><p>该公司表示，受美元走强影响当季营收减少了5.95亿美元，每股收益减少了4美分。 6月份，微软曾因汇率波动而下调了业绩指引。</p><p>3、<a href=\"https://laohu8.com/NW/1170107588\" target=\"_blank\">Alphabet二季度营收增长13% 广告营收超预期</a></p><p>谷歌母公司Alphabet周二盘后公布了该公司二季度财报。财报显示，Alphabet二季度营收增长13%至696.9亿美元，较一年前62%的增幅大幅放缓，市场预期为699亿美元；调整后每股收益1.21美元，市场预期1.28美元。</p><p>4、<a href=\"https://laohu8.com/NW/2254829913\" target=\"_blank\">苹果iPhone手机印度Q2出货量同比大增94%</a></p><p>虽然印度智能手机市场最近几个季度出货量连续下滑，不过市调机构CMR表示，第二季度iPhone在印度出货量达120万支，相比去年同期大增94%，市占率有望提升至4%左右。iPhone已在印度经营多年，然而iPhone售价明显高于印度主流价位带，在印度的销售量始终不佳。</p><p>iPhone去年在印度销售量也以540万支创下历史新高，销售量也从去年下半年起终于出现明显成长。不过，以目前销售量来说，还是挤不进印度市场前五名。</p><p>5、<a href=\"https://laohu8.com/NW/2254822076\" target=\"_blank\">担忧全球消费者支出可能放缓阿迪达斯下调2022年业绩展望</a></p><p>阿迪达斯周二预计，该公司的总货币中性收入将在2022年以中高个位数的速度增长，而之前的增长预估在11%-13%之间。阿迪达斯指出，虽然该公司在所有地区的市场都没有经历过明显的销售放缓和大幅取消批发订单，但其调整后的业绩预测反映了全球消费者支出的潜在放缓。</p><p>6、<a href=\"https://laohu8.com/NW/2254871242\" target=\"_blank\">推特9月13日开股东大会 就马斯克收购一事投票</a></p><p>北京时间7月27日消息，推特发布消息称将在9月13日召开股东大会，就马斯克收购一事进行投票。股东大会将会在网上直播，股东们可以通过网络观看并投票。之前推特董事会董事曾呼吁股东们批准出售交易。</p><p>7、<a href=\"https://laohu8.com/NW/2254015872\" target=\"_blank\">谷歌被罚20亿卢布 俄反垄断局：须两月内支付</a></p><p>谷歌又被俄罗斯罚款了。综合外媒报道，谷歌被俄反垄断局罚款20亿卢布（约合人民币2.3亿元），并被要求在两个月内缴纳罚款。</p><p>据俄罗斯卫星通讯社报道，俄罗斯联邦反垄断局（FAS）周二（7月26日）宣布，因谷歌滥用市场主导地位，任意屏蔽YouTube账户，对其处以20亿卢布的罚款，罚款必须在文件生效后两个月内缴纳。</p><p>8、<a href=\"https://laohu8.com/NW/2254827221\" target=\"_blank\">骏利亨德森就融资渠道发出警告 因廉价债务时代结束</a></p><p>根据骏利亨德森的一份报告，企业正在失去获取廉价资本的能力，因为银行变得不愿意提供低息债务。“人们担心违约率和资本市场渠道，”骏利亨德森的企业信贷投资组合经理James Briggs在视频采访中称。该公司的报告表示，市场向公司提供廉价资本的成本和意愿“都已经成为历史”。</p><p>9、<a href=\"https://laohu8.com/NW/2254302822\" target=\"_blank\">环保组织喊话特斯拉别搞印尼镍矿项目 马斯克恐难言放弃</a></p><p>标记日期为7月25日的一封信件中，来自美国和印尼的几十个组织联名要求马斯克不要在印尼开发镍矿，理由是这项开发会影响当地的环境。在这封公开信中，这些组织在强调印尼镍产业的历史沿革和社会治理问题之余，也把重点放在了环保议题上。这些组织警告镍矿的开采存在毁损森林、污染水源，扰乱土著居民生活等问题。</p><p>虽然上述影响马斯克“业务发展”的要求恐怕很难说服世界首富放弃找矿的计划，但这也牵涉到了另一层逻辑——特斯拉的ESG评分。</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>昨夜今晨 | 沃尔玛盈利预警拖累道指！全球天然气暴涨</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昨夜今晨 | 沃尔玛盈利预警拖累道指！全球天然气暴涨\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\">2022-07-27 08:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>摘要：①隔夜美股收跌，纳指跌近2%；②原油期货收跌1.8%，黄金期货连续第二日下跌；③全球天然气暴涨，欧洲天然气突破200欧元，美国天然气创2008年来新高；④IMF下调全球经济展望。</blockquote><p>海外市场</p><p>1、美股三大指数收跌 市场焦点转向美联储决议</p><p>美股周二收跌，零售巨头<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>下调盈利预测导致零售股大跌，接下来市场焦点将转向美联储政策会议。截至收盘，道琼斯指数跌0.72%，纳斯达克综合指数跌1.87%，标普500指数跌1.16%。大型科技股普跌，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌超5%，Meta跌超4%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌超3%，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌超2%。</p><p>2、热门中概股大多走低<a href=\"https://laohu8.com/S/MF\">每日优鲜</a>跌超14%</p><p>热门中概股大多走低，纳斯达克中国金龙指数跌1.43%。<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨0.3%，<a href=\"https://laohu8.com/S/JD\">京东</a>跌0.02%，<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>跌0.8%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌1.5%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌3.6%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌4.1%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌0.7%，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌1.1%，<a href=\"https://laohu8.com/S/DDL\">叮咚买菜</a>跌1.5%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌1.9%，一起教育跌3.6%，每日优鲜大跌14.5%。</p><p>3、欧股三大指数全线下跌德国DAX30指数跌0.86%</p><p>欧股主要指数周二收盘全线下跌，德国DAX30指数跌0.86%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数下跌0.02点，基本收平盘，法国CAC40指数跌0.42%。</p><p>4、美国天然气期货价格创7周新高 原油价格收跌1.8%</p><p>9月交割的西德克萨斯中质原油（WTI）期货价格下跌1.72美元，跌幅为1.8%，收于每桶94.98美元。纽约商品交易所8月交割的天然气期货价格周二上涨27美分，涨幅近3.1%，收于每百万英热单位8.993美元，创6月7日以来的最高水平。</p><p>5、纽约黄金期货周二收跌0.1% 连续第二日下跌</p><p>纽约商品交易所8月交割的黄金期货价格下跌1.40美元，跌幅为0.10%，报收于每盎司1717.70美元。联储会议结果公布前美元走强，令金价承压。</p><p>国际宏观</p><p>1、全球天然气暴涨！欧洲天然气突破200欧元 美国天然气创2008年来新高</p><p>周一，俄罗斯天然气工业公司（Gazprom，俄气）宣布从周三起将削减从北溪一号管道对欧洲输送天然气降至产能的20%之后，欧洲天然气期货价格在周一和周二均出现超过10%的涨幅，两日的累计涨幅达到20%以上，一度突破200欧元每兆瓦时，创下3月9日以来的高点，并接近去年冬天200多欧元的高点。</p><p>与此同时，美国天然气期货价格涨至2008年以来的高位，至每百万英热单位9.75美元，为2008年7月以来的最高水平，目前出现了小幅回落。</p><p>2、德国副总理兼经济与气候保护部长再次呼吁民众减少天然气消耗</p><p>当地时间7月26日，德国副总理兼经济与气候保护部长哈贝克再次呼吁民众减少天然气消耗。哈贝克说：“我们的情况很严重，现在每个人都需要明白这一点。节约天然气的措施必须得到有力贯彻和执行。”</p><p>由于涡轮机需要维修，27日起，俄罗斯天然气工业股份公司将把“北溪-1”管道单日供气量降至3300万立方米，为此前满负荷运力的约20%。</p><p>3、IMF第三次下调全球经济展望</p><p>国际货币基金组织（IMF）下调今明两年全球经济增长预测，警告称全球经济可能很快濒临全面衰退。IMF在周二发布的最<a href=\"https://laohu8.com/S/600628\">新世界</a>经济展望报告中称，今年全球经济增速可能放缓至3.2%，低于4月预测的3.6%和1月预估的4.4%。</p><p>4、美国累计确诊猴痘病例3846例 成全球猴痘病例最多的国家</p><p>当地时间7月26日，美国疾病控制与预防中心（CDC）发布的数据显示，全美已经报告了3846例猴痘确诊病例，成为全球报告猴痘病例最多的国家。据美国媒体报道，美国猴痘病例数在过去3天内猛增了33%。截至25日，美国猴痘病例数量最多的州是纽约州，为990例，其次是加利福尼亚州，为356例。</p><p>5、美国5月份房价上涨放缓利率上升让一些潜在买家望而却步</p><p>美国5月份房价上涨速度放缓，因为抵押贷款利率上升开始让一些潜在买家望而却步。周二公布的标普<a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a>凯斯-席勒指数显示，5月份全国房价指数同比上涨19.7%，低于4月 20.6%的涨幅。</p><p>6、美国7月份消费者信心指数降至今年2月以来最低</p><p>美国7月消费者信心指数下降至2021年2月以来的最低水平，在通胀持续居高的情况下，人们对经济的信心黯淡。世界大型企业研究会周二公布的数据显示，消费者信心指数从6月下修后的98.4降至95.7。接受调查的经济学家预期中值为97。</p><p>7、美国新建住宅销量降幅超过预期 创下两年多低点</p><p>由于高房价和抵押贷款利率上升的双重影响，6月份美国新建住宅销量出现今年第五次下降，并创下逾两年低点。周二公布的政府数据显示，6月份新建单户型住宅销量下降8.1%，至折合年率59万套，5月份数据向下修正为64.2万套。接受调查的经济学家的预测中值为65.5万套。</p><p>8、拜登“绿色新政”遇挫 美国新增清洁能源降至近三年最低水平</p><p>当地时间周二（7月26日），行业组织美国清洁能源协会（ACP）发布报告称，由于贸易争端、不确定的联邦政策以及供应链混乱，美国新增可再生能源降至近三年来的最低水平。这标志着拜登政府推进绿色转型受到了明显阻力。</p><p>9、扫清关键障碍！美参议院程序性投票通过芯片法案</p><p>美东时间周二，美国芯片法案在参议院程序性投票环节获得通过，为未来几天参议院最终通过这项法案奠定了基础。该法案旨在加强美国半导体制造能力，同时增强美国在高科技领域的竞争力。</p><p>俄乌局势</p><p>1、乌干达总统与俄罗斯外长举行会谈</p><p>当地时间7月26日，乌干达总统穆塞韦尼与到访的俄罗斯外长拉夫罗夫举行会谈。穆塞韦尼称赞俄罗斯是非洲反殖民主义斗争的伙伴，并表示没有理由反对从未伤害过他们的一方。结束在乌干达的行程后，拉夫罗夫于当日飞往埃塞俄比亚首都亚的斯亚贝巴进行访问。</p><p>2、英国宣布新一轮对俄制裁 涉及多名俄官员</p><p>当地时间7月26日，英国外交大臣特拉斯宣布对俄罗斯进行新一轮制裁。制裁对象包括俄罗斯在顿涅茨克和卢甘斯克任命的行政机构负责人维塔利·霍岑科和弗拉季斯拉夫·库兹涅佐夫、俄罗斯司法部长和副部长、亿万富豪阿利舍尔·奥斯曼诺夫的两个侄子以及俄罗斯国内29名地方官员。根据声明，绝大多数受制裁者面临旅行禁令和资产冻结。</p><p>3、乌克兰武装部队空军司令部发言人：敖德萨州遭13枚导弹袭击</p><p>据乌克兰国家通讯社7月26日报道，乌克兰武装部队空军司令部发言人尤里·伊格纳特当天在简报会上表示，26日俄军向敖德萨州发射13枚导弹。伊格纳特称，俄军正不断试图改变战术以迷惑乌克兰的防空系统。对于乌克兰方面的说法，俄罗斯尚未作出回应。</p><p>4、美国将从战略石油储备中再释放2000万桶石油</p><p>当地时间7月26日，美国白宫表示，为支持供应、平抑油价，美国将在已售出超过1.25亿桶石油的基础上，再从战略石油储备中释放2000万桶石油，每天向市场释放100万桶。</p><p>5、乌克兰空军司令部：美国计划拨款1亿美元用于培训乌飞行员</p><p>当地时间7月26日，乌克兰空军司令部发言人尤里·伊格纳特表示，美国政府计划拨款1亿美元用于培训乌克兰飞行员，这些飞行员将在2023年接受驾驶美国F-15和F-16战斗机的培训。</p><p>公司新闻</p><p>1、<a href=\"https://laohu8.com/NW/2254820022\" target=\"_blank\">财报公布前先裁员10%Shopify首席执行官承认自己赌输了</a></p><p>当地时间周二，加拿大电子商务软件开发商Shopify宣布，将裁员约1000人，占其全球员工总数的10%，主要原因为业务的增长不如预期的那样强劲，这也是Shopify自创办以来的首次大规模裁员。</p><p>消息公布后，Shopify的股价收盘大跌14%。在发给员工的一份备忘录中，Shopify首席执行官托比·鲁特克(Tobi Lutke)承认，他错误地判断了疫情驱动的电子商务繁荣持续的时间，随着在线消费的大规模减少，削减一些职位是必要的。</p><p>2、<a href=\"https://laohu8.com/NW/2254894873\" target=\"_blank\">微软二季度业绩低于预期！强美元冲击下收入减少近6亿</a></p><p>微软周二盘后公布了该公司第四财季财报。财报显示，微软第四财季营收518.7亿美元，同比增幅12%，而上一季度增幅为18%，市场预期524.39亿美元；调整后每股收益2.23美元，市场预期2.29美元。微软表示，当季最大的挑战来自不断恶化的汇率。</p><p>该公司表示，受美元走强影响当季营收减少了5.95亿美元，每股收益减少了4美分。 6月份，微软曾因汇率波动而下调了业绩指引。</p><p>3、<a href=\"https://laohu8.com/NW/1170107588\" target=\"_blank\">Alphabet二季度营收增长13% 广告营收超预期</a></p><p>谷歌母公司Alphabet周二盘后公布了该公司二季度财报。财报显示，Alphabet二季度营收增长13%至696.9亿美元，较一年前62%的增幅大幅放缓，市场预期为699亿美元；调整后每股收益1.21美元，市场预期1.28美元。</p><p>4、<a href=\"https://laohu8.com/NW/2254829913\" target=\"_blank\">苹果iPhone手机印度Q2出货量同比大增94%</a></p><p>虽然印度智能手机市场最近几个季度出货量连续下滑，不过市调机构CMR表示，第二季度iPhone在印度出货量达120万支，相比去年同期大增94%，市占率有望提升至4%左右。iPhone已在印度经营多年，然而iPhone售价明显高于印度主流价位带，在印度的销售量始终不佳。</p><p>iPhone去年在印度销售量也以540万支创下历史新高，销售量也从去年下半年起终于出现明显成长。不过，以目前销售量来说，还是挤不进印度市场前五名。</p><p>5、<a href=\"https://laohu8.com/NW/2254822076\" target=\"_blank\">担忧全球消费者支出可能放缓阿迪达斯下调2022年业绩展望</a></p><p>阿迪达斯周二预计，该公司的总货币中性收入将在2022年以中高个位数的速度增长，而之前的增长预估在11%-13%之间。阿迪达斯指出，虽然该公司在所有地区的市场都没有经历过明显的销售放缓和大幅取消批发订单，但其调整后的业绩预测反映了全球消费者支出的潜在放缓。</p><p>6、<a href=\"https://laohu8.com/NW/2254871242\" target=\"_blank\">推特9月13日开股东大会 就马斯克收购一事投票</a></p><p>北京时间7月27日消息，推特发布消息称将在9月13日召开股东大会，就马斯克收购一事进行投票。股东大会将会在网上直播，股东们可以通过网络观看并投票。之前推特董事会董事曾呼吁股东们批准出售交易。</p><p>7、<a href=\"https://laohu8.com/NW/2254015872\" target=\"_blank\">谷歌被罚20亿卢布 俄反垄断局：须两月内支付</a></p><p>谷歌又被俄罗斯罚款了。综合外媒报道，谷歌被俄反垄断局罚款20亿卢布（约合人民币2.3亿元），并被要求在两个月内缴纳罚款。</p><p>据俄罗斯卫星通讯社报道，俄罗斯联邦反垄断局（FAS）周二（7月26日）宣布，因谷歌滥用市场主导地位，任意屏蔽YouTube账户，对其处以20亿卢布的罚款，罚款必须在文件生效后两个月内缴纳。</p><p>8、<a href=\"https://laohu8.com/NW/2254827221\" target=\"_blank\">骏利亨德森就融资渠道发出警告 因廉价债务时代结束</a></p><p>根据骏利亨德森的一份报告，企业正在失去获取廉价资本的能力，因为银行变得不愿意提供低息债务。“人们担心违约率和资本市场渠道，”骏利亨德森的企业信贷投资组合经理James Briggs在视频采访中称。该公司的报告表示，市场向公司提供廉价资本的成本和意愿“都已经成为历史”。</p><p>9、<a href=\"https://laohu8.com/NW/2254302822\" target=\"_blank\">环保组织喊话特斯拉别搞印尼镍矿项目 马斯克恐难言放弃</a></p><p>标记日期为7月25日的一封信件中，来自美国和印尼的几十个组织联名要求马斯克不要在印尼开发镍矿，理由是这项开发会影响当地的环境。在这封公开信中，这些组织在强调印尼镍产业的历史沿革和社会治理问题之余，也把重点放在了环保议题上。这些组织警告镍矿的开采存在毁损森林、污染水源，扰乱土著居民生活等问题。</p><p>虽然上述影响马斯克“业务发展”的要求恐怕很难说服世界首富放弃找矿的计划，但这也牵涉到了另一层逻辑——特斯拉的ESG评分。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"UNG":"美国天然气基金","BK4534":"瑞士信贷持仓","SDOW":"道指三倍做空ETF-ProShares","WMT":"沃尔玛","UGAZ":"三倍做多天然气ETN(VelocityShares)",".DJI":"道琼斯","BK4533":"AQR资本管理(全球第二大对冲基金)","DOG":"道指反向ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4550":"红杉资本持仓","DGAZ":"三倍做空天然气ETN(VelocityShares)","DDM":"道指两倍做多ETF","BK4532":"文艺复兴科技持仓","DJX":"1/100道琼斯","DXD":"道指两倍做空ETF","UDOW":"道指三倍做多ETF-ProShares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135689152","content_text":"摘要：①隔夜美股收跌，纳指跌近2%；②原油期货收跌1.8%，黄金期货连续第二日下跌；③全球天然气暴涨，欧洲天然气突破200欧元，美国天然气创2008年来新高；④IMF下调全球经济展望。海外市场1、美股三大指数收跌 市场焦点转向美联储决议美股周二收跌，零售巨头沃尔玛下调盈利预测导致零售股大跌，接下来市场焦点将转向美联储政策会议。截至收盘，道琼斯指数跌0.72%，纳斯达克综合指数跌1.87%，标普500指数跌1.16%。大型科技股普跌，亚马逊跌超5%，Meta跌超4%，特斯拉跌超3%，谷歌、微软、英伟达跌超2%。2、热门中概股大多走低每日优鲜跌超14%热门中概股大多走低，纳斯达克中国金龙指数跌1.43%。阿里巴巴涨0.3%，京东跌0.02%，斗鱼跌0.8%，百度跌1.5%，哔哩哔哩跌3.6%，爱奇艺跌4.1%，新东方跌0.7%，贝壳跌1.1%，叮咚买菜跌1.5%，拼多多跌1.9%，一起教育跌3.6%，每日优鲜大跌14.5%。3、欧股三大指数全线下跌德国DAX30指数跌0.86%欧股主要指数周二收盘全线下跌，德国DAX30指数跌0.86%，英国富时100指数下跌0.02点，基本收平盘，法国CAC40指数跌0.42%。4、美国天然气期货价格创7周新高 原油价格收跌1.8%9月交割的西德克萨斯中质原油（WTI）期货价格下跌1.72美元，跌幅为1.8%，收于每桶94.98美元。纽约商品交易所8月交割的天然气期货价格周二上涨27美分，涨幅近3.1%，收于每百万英热单位8.993美元，创6月7日以来的最高水平。5、纽约黄金期货周二收跌0.1% 连续第二日下跌纽约商品交易所8月交割的黄金期货价格下跌1.40美元，跌幅为0.10%，报收于每盎司1717.70美元。联储会议结果公布前美元走强，令金价承压。国际宏观1、全球天然气暴涨！欧洲天然气突破200欧元 美国天然气创2008年来新高周一，俄罗斯天然气工业公司（Gazprom，俄气）宣布从周三起将削减从北溪一号管道对欧洲输送天然气降至产能的20%之后，欧洲天然气期货价格在周一和周二均出现超过10%的涨幅，两日的累计涨幅达到20%以上，一度突破200欧元每兆瓦时，创下3月9日以来的高点，并接近去年冬天200多欧元的高点。与此同时，美国天然气期货价格涨至2008年以来的高位，至每百万英热单位9.75美元，为2008年7月以来的最高水平，目前出现了小幅回落。2、德国副总理兼经济与气候保护部长再次呼吁民众减少天然气消耗当地时间7月26日，德国副总理兼经济与气候保护部长哈贝克再次呼吁民众减少天然气消耗。哈贝克说：“我们的情况很严重，现在每个人都需要明白这一点。节约天然气的措施必须得到有力贯彻和执行。”由于涡轮机需要维修，27日起，俄罗斯天然气工业股份公司将把“北溪-1”管道单日供气量降至3300万立方米，为此前满负荷运力的约20%。3、IMF第三次下调全球经济展望国际货币基金组织（IMF）下调今明两年全球经济增长预测，警告称全球经济可能很快濒临全面衰退。IMF在周二发布的最新世界经济展望报告中称，今年全球经济增速可能放缓至3.2%，低于4月预测的3.6%和1月预估的4.4%。4、美国累计确诊猴痘病例3846例 成全球猴痘病例最多的国家当地时间7月26日，美国疾病控制与预防中心（CDC）发布的数据显示，全美已经报告了3846例猴痘确诊病例，成为全球报告猴痘病例最多的国家。据美国媒体报道，美国猴痘病例数在过去3天内猛增了33%。截至25日，美国猴痘病例数量最多的州是纽约州，为990例，其次是加利福尼亚州，为356例。5、美国5月份房价上涨放缓利率上升让一些潜在买家望而却步美国5月份房价上涨速度放缓，因为抵押贷款利率上升开始让一些潜在买家望而却步。周二公布的标普CoreLogic凯斯-席勒指数显示，5月份全国房价指数同比上涨19.7%，低于4月 20.6%的涨幅。6、美国7月份消费者信心指数降至今年2月以来最低美国7月消费者信心指数下降至2021年2月以来的最低水平，在通胀持续居高的情况下，人们对经济的信心黯淡。世界大型企业研究会周二公布的数据显示，消费者信心指数从6月下修后的98.4降至95.7。接受调查的经济学家预期中值为97。7、美国新建住宅销量降幅超过预期 创下两年多低点由于高房价和抵押贷款利率上升的双重影响，6月份美国新建住宅销量出现今年第五次下降，并创下逾两年低点。周二公布的政府数据显示，6月份新建单户型住宅销量下降8.1%，至折合年率59万套，5月份数据向下修正为64.2万套。接受调查的经济学家的预测中值为65.5万套。8、拜登“绿色新政”遇挫 美国新增清洁能源降至近三年最低水平当地时间周二（7月26日），行业组织美国清洁能源协会（ACP）发布报告称，由于贸易争端、不确定的联邦政策以及供应链混乱，美国新增可再生能源降至近三年来的最低水平。这标志着拜登政府推进绿色转型受到了明显阻力。9、扫清关键障碍！美参议院程序性投票通过芯片法案美东时间周二，美国芯片法案在参议院程序性投票环节获得通过，为未来几天参议院最终通过这项法案奠定了基础。该法案旨在加强美国半导体制造能力，同时增强美国在高科技领域的竞争力。俄乌局势1、乌干达总统与俄罗斯外长举行会谈当地时间7月26日，乌干达总统穆塞韦尼与到访的俄罗斯外长拉夫罗夫举行会谈。穆塞韦尼称赞俄罗斯是非洲反殖民主义斗争的伙伴，并表示没有理由反对从未伤害过他们的一方。结束在乌干达的行程后，拉夫罗夫于当日飞往埃塞俄比亚首都亚的斯亚贝巴进行访问。2、英国宣布新一轮对俄制裁 涉及多名俄官员当地时间7月26日，英国外交大臣特拉斯宣布对俄罗斯进行新一轮制裁。制裁对象包括俄罗斯在顿涅茨克和卢甘斯克任命的行政机构负责人维塔利·霍岑科和弗拉季斯拉夫·库兹涅佐夫、俄罗斯司法部长和副部长、亿万富豪阿利舍尔·奥斯曼诺夫的两个侄子以及俄罗斯国内29名地方官员。根据声明，绝大多数受制裁者面临旅行禁令和资产冻结。3、乌克兰武装部队空军司令部发言人：敖德萨州遭13枚导弹袭击据乌克兰国家通讯社7月26日报道，乌克兰武装部队空军司令部发言人尤里·伊格纳特当天在简报会上表示，26日俄军向敖德萨州发射13枚导弹。伊格纳特称，俄军正不断试图改变战术以迷惑乌克兰的防空系统。对于乌克兰方面的说法，俄罗斯尚未作出回应。4、美国将从战略石油储备中再释放2000万桶石油当地时间7月26日，美国白宫表示，为支持供应、平抑油价，美国将在已售出超过1.25亿桶石油的基础上，再从战略石油储备中释放2000万桶石油，每天向市场释放100万桶。5、乌克兰空军司令部：美国计划拨款1亿美元用于培训乌飞行员当地时间7月26日，乌克兰空军司令部发言人尤里·伊格纳特表示，美国政府计划拨款1亿美元用于培训乌克兰飞行员，这些飞行员将在2023年接受驾驶美国F-15和F-16战斗机的培训。公司新闻1、财报公布前先裁员10%Shopify首席执行官承认自己赌输了当地时间周二，加拿大电子商务软件开发商Shopify宣布，将裁员约1000人，占其全球员工总数的10%，主要原因为业务的增长不如预期的那样强劲，这也是Shopify自创办以来的首次大规模裁员。消息公布后，Shopify的股价收盘大跌14%。在发给员工的一份备忘录中，Shopify首席执行官托比·鲁特克(Tobi Lutke)承认，他错误地判断了疫情驱动的电子商务繁荣持续的时间，随着在线消费的大规模减少，削减一些职位是必要的。2、微软二季度业绩低于预期！强美元冲击下收入减少近6亿微软周二盘后公布了该公司第四财季财报。财报显示，微软第四财季营收518.7亿美元，同比增幅12%，而上一季度增幅为18%，市场预期524.39亿美元；调整后每股收益2.23美元，市场预期2.29美元。微软表示，当季最大的挑战来自不断恶化的汇率。该公司表示，受美元走强影响当季营收减少了5.95亿美元，每股收益减少了4美分。 6月份，微软曾因汇率波动而下调了业绩指引。3、Alphabet二季度营收增长13% 广告营收超预期谷歌母公司Alphabet周二盘后公布了该公司二季度财报。财报显示，Alphabet二季度营收增长13%至696.9亿美元，较一年前62%的增幅大幅放缓，市场预期为699亿美元；调整后每股收益1.21美元，市场预期1.28美元。4、苹果iPhone手机印度Q2出货量同比大增94%虽然印度智能手机市场最近几个季度出货量连续下滑，不过市调机构CMR表示，第二季度iPhone在印度出货量达120万支，相比去年同期大增94%，市占率有望提升至4%左右。iPhone已在印度经营多年，然而iPhone售价明显高于印度主流价位带，在印度的销售量始终不佳。iPhone去年在印度销售量也以540万支创下历史新高，销售量也从去年下半年起终于出现明显成长。不过，以目前销售量来说，还是挤不进印度市场前五名。5、担忧全球消费者支出可能放缓阿迪达斯下调2022年业绩展望阿迪达斯周二预计，该公司的总货币中性收入将在2022年以中高个位数的速度增长，而之前的增长预估在11%-13%之间。阿迪达斯指出，虽然该公司在所有地区的市场都没有经历过明显的销售放缓和大幅取消批发订单，但其调整后的业绩预测反映了全球消费者支出的潜在放缓。6、推特9月13日开股东大会 就马斯克收购一事投票北京时间7月27日消息，推特发布消息称将在9月13日召开股东大会，就马斯克收购一事进行投票。股东大会将会在网上直播，股东们可以通过网络观看并投票。之前推特董事会董事曾呼吁股东们批准出售交易。7、谷歌被罚20亿卢布 俄反垄断局：须两月内支付谷歌又被俄罗斯罚款了。综合外媒报道，谷歌被俄反垄断局罚款20亿卢布（约合人民币2.3亿元），并被要求在两个月内缴纳罚款。据俄罗斯卫星通讯社报道，俄罗斯联邦反垄断局（FAS）周二（7月26日）宣布，因谷歌滥用市场主导地位，任意屏蔽YouTube账户，对其处以20亿卢布的罚款，罚款必须在文件生效后两个月内缴纳。8、骏利亨德森就融资渠道发出警告 因廉价债务时代结束根据骏利亨德森的一份报告，企业正在失去获取廉价资本的能力，因为银行变得不愿意提供低息债务。“人们担心违约率和资本市场渠道，”骏利亨德森的企业信贷投资组合经理James Briggs在视频采访中称。该公司的报告表示，市场向公司提供廉价资本的成本和意愿“都已经成为历史”。9、环保组织喊话特斯拉别搞印尼镍矿项目 马斯克恐难言放弃标记日期为7月25日的一封信件中，来自美国和印尼的几十个组织联名要求马斯克不要在印尼开发镍矿，理由是这项开发会影响当地的环境。在这封公开信中，这些组织在强调印尼镍产业的历史沿革和社会治理问题之余，也把重点放在了环保议题上。这些组织警告镍矿的开采存在毁损森林、污染水源，扰乱土著居民生活等问题。虽然上述影响马斯克“业务发展”的要求恐怕很难说服世界首富放弃找矿的计划，但这也牵涉到了另一层逻辑——特斯拉的ESG评分。","news_type":1},"isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089301303,"gmtCreate":1649949587949,"gmtModify":1676534613984,"author":{"id":"4106695856776660","authorId":"4106695856776660","name":"kevinwong","avatar":"https://community-static.tradeup.com/news/44ec0aa40100c7d5f1dea5701add95ec","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4106695856776660","idStr":"4106695856776660"},"themes":[],"htmlText":"go elton mask","listText":"go elton mask","text":"go elton 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Ltd.(BYDDF)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/233691134718088","isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195061711405176,"gmtCreate":1688648087366,"gmtModify":1688648090492,"author":{"id":"4106695856776660","authorId":"4106695856776660","name":"kevinwong","avatar":"https://community-static.tradeup.com/news/44ec0aa40100c7d5f1dea5701add95ec","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106695856776660","authorIdStr":"4106695856776660"},"themes":[],"htmlText":"Which stock code?","listText":"Which stock code?","text":"Which stock code?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195061711405176","repostId":"2349487846","repostType":2,"repost":{"id":"2349487846","pubTimestamp":1688616042,"share":"https://ttm.financial/m/news/2349487846?lang=&edition=fundamental","pubTime":"2023-07-06 12:00","market":"hk","language":"zh","title":"概念追踪 | 马斯克预测今年末将实现全面自动驾驶！机构：关注自动驾驶芯片、域控等供应链机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2349487846","media":"智通财经","summary":"马斯克预测，随着人工智能技术的快速发展，大约在今年年末，就会实现全面自动驾驶。近期，有关中国L3级自动驾驶标准即将“出炉”的消息引发广泛关注。专业人士分析认为，中国L3级自动驾驶标准出台，将对当前的智能驾驶市场产生深远影响。值得注意的是，马斯克此前在推特中表示，特斯拉乐意授权自动驾驶技术给其他车企。另一方面，自动驾驶芯片、域控、传感器、线控底盘、车载以太网芯片等供应链有望整体受益于高阶智驾渗透率提升。","content":"<html><head></head><body><blockquote>马斯克预测，随着人工智能技术的快速发展，大约在今年年末，就会实现全面自动驾驶。</blockquote><p>7月6日上午，2023世界人工智能大会召开。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>创始人兼 CEO 埃隆马斯克表示，随着数字计算能力的爆炸式增长，机器计算能力和生物算力的比例正在不断扩大。这意味着机器和生物的算力差距在进一步扩大，经过一段时间之后，人工智能所占的比例会越来越低，这将是一个根本性的深度的变化。<strong>马斯克预测，随着人工智能技术的快速发展，大约在今年年末，就会实现全面自动驾驶。</strong></p><p>近期，有关中国L3级自动驾驶标准即将“出炉”的消息引发广泛关注。业内人士认为，相关标准的出台，标志着自动驾驶技术的商业化应用驶入“快车道”。</p><p>此前，工信部副部长辛国斌在新闻发布会上表示，将启动智能网联汽车准入和上路通行试点，组织开展城市级“车路云一体化”示范应用，支持有条件的自动驾驶，这里面讲的是L3级，及更高级别的自动驾驶功能商业化应用。<strong>官方将L3和更高级的功能称为“自动驾驶”，与目前量产车的“辅助驾驶”明显区分开。</strong></p><p>据悉，不少地方政府已经在为L3级自动驾驶技术落地而积极推进配套的基础设施建设。比如，深圳市坪山区正在加快推进深圳智能网联交通测试示范区、全域路口网联化改造等基础设施建设，其中环境园封闭测试区将于今年下半年建设完成，届时可全面支撑智能网联汽车L3级、L4级产品准入测试。</p><p>专业人士分析认为，中国L3级自动驾驶标准出台，将对当前的智能驾驶市场产生深远影响。首先，这将有助于提高自动驾驶技术的标准化程度，从而推动整个行业的健康发展。其次，这将有助于消除不同地区和制造商之间的互操作性问题，使自动驾驶车辆能够在全球范围内无缝运行。最后，这将为消费者提供更多的选择，并可能降低自动驾驶技术的使用成本。<strong>随着技术的进步和政策的支持，预计未来几年内，全球各地都会有更多的自动驾驶服务投入使用。</strong></p><p>根据高工智能汽车数据，2023年1-3月，乘用车行业L2级及以上渗透率为33.4%，同比提升9个百分点；新势力品牌L2级及以上渗透率基本在70%以上，头部自主品牌L2级及以上渗透率在30%以上。国内自动驾驶从L2到L3跃升已成为不可逆转的趋势。</p><p>值得注意的是，马斯克此前在推特中表示，特斯拉乐意授权自动驾驶技术给其他车企。业内人士认为，FSD 会在今年或明年进入中国市场，并在 2025年规模化开放。</p><p><a href=\"https://laohu8.com/S/601066\">中信建投</a>称，近期，特斯拉更新其FSD算法至v11.4，此次升级实现FSD端到端的能力，即包含高速领航、城市道路领航和泊车三个域的智驾功能。AI对整个汽车产业生态变革将产生重大影响，作为整个自动驾驶领域开拓者，引领相关技术应用落地，全球自动驾驶产业链推进加速，域控制器放量或将提速。</p><p><a href=\"https://laohu8.com/S/600030\">中信证券</a>认为，L3级自动驾驶的国家标准出台后，若支持力度符合预期，有望大幅增强消费者对高阶智能驾驶的认知，同时培育使用习惯，深耕高阶智驾功能并以此为差异化卖点的车企有望率先受益。另一方面，自动驾驶芯片、域控、传感器、线控底盘、车载以太网芯片等供应链有望整体受益于高阶智驾渗透率提升。</p><p><strong>相关概念股：</strong></p><p><a href=\"https://laohu8.com/S/09888\">百度集团-SW</a>：2023年第一季度，Apollo Go(萝卜快跑)提供了66万次乘车，同比增长236%，环比增长18%。</p><p><a href=\"https://laohu8.com/S/00992\">联想集团</a>：旗下全资子公司联想懂的通信是业内针对车联网拥有完全自主的物联网能力和成熟解决方案的核心通信运营商，可为汽车厂商提供连接、跨地域、跨平台、跨运营商、灵活定制和覆盖全生命周期的全球一站式服务。目前，中国85%的新势力汽车厂商已选择联想懂的通信作为合作伙伴。联想懂的通信推出的“懂车联”5G云原生解决方案，正在为40多家车企提供相关服务。</p><p><a href=\"https://laohu8.com/S/02338\">潍柴动力</a>：智能网联业务是公司重要的战略新兴业务之一。公司车联网、智能驾驶等相关技术或产品，已经应用于<a href=\"https://laohu8.com/S/000951\">中国重汽</a>、陕汽重卡、徐工重卡、<a href=\"https://laohu8.com/S/000957\">中通客车</a>等多家主流商用车厂。</p><p><a href=\"https://laohu8.com/S/02015\">理想汽车-W</a>：知行科技是一家自动驾驶解决方案提供商，专注于自动驾驶域控制器。该公司股东中，理想汽车通过北京车和家持股4.5%。</p></body></html>","source":"stock_zhitongcaijing","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>概念追踪 | 马斯克预测今年末将实现全面自动驾驶！机构：关注自动驾驶芯片、域控等供应链机会</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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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n概念追踪 | 马斯克预测今年末将实现全面自动驾驶！机构：关注自动驾驶芯片、域控等供应链机会\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-06 12:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/956341.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马斯克预测，随着人工智能技术的快速发展，大约在今年年末，就会实现全面自动驾驶。7月6日上午，2023世界人工智能大会召开。特斯拉创始人兼 CEO 埃隆马斯克表示，随着数字计算能力的爆炸式增长，机器计算能力和生物算力的比例正在不断扩大。这意味着机器和生物的算力差距在进一步扩大，经过一段时间之后，人工智能所占的比例会越来越低，这将是一个根本性的深度的变化。马斯克预测，随着人工智能技术的快速发展，大约在...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/956341.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/47b6fbfe38edb1202883a645549da7f6","relate_stocks":{"LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1548497426.USD":"安联环球人工智能AT 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ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/956341.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2349487846","content_text":"马斯克预测，随着人工智能技术的快速发展，大约在今年年末，就会实现全面自动驾驶。7月6日上午，2023世界人工智能大会召开。特斯拉创始人兼 CEO 埃隆马斯克表示，随着数字计算能力的爆炸式增长，机器计算能力和生物算力的比例正在不断扩大。这意味着机器和生物的算力差距在进一步扩大，经过一段时间之后，人工智能所占的比例会越来越低，这将是一个根本性的深度的变化。马斯克预测，随着人工智能技术的快速发展，大约在今年年末，就会实现全面自动驾驶。近期，有关中国L3级自动驾驶标准即将“出炉”的消息引发广泛关注。业内人士认为，相关标准的出台，标志着自动驾驶技术的商业化应用驶入“快车道”。此前，工信部副部长辛国斌在新闻发布会上表示，将启动智能网联汽车准入和上路通行试点，组织开展城市级“车路云一体化”示范应用，支持有条件的自动驾驶，这里面讲的是L3级，及更高级别的自动驾驶功能商业化应用。官方将L3和更高级的功能称为“自动驾驶”，与目前量产车的“辅助驾驶”明显区分开。据悉，不少地方政府已经在为L3级自动驾驶技术落地而积极推进配套的基础设施建设。比如，深圳市坪山区正在加快推进深圳智能网联交通测试示范区、全域路口网联化改造等基础设施建设，其中环境园封闭测试区将于今年下半年建设完成，届时可全面支撑智能网联汽车L3级、L4级产品准入测试。专业人士分析认为，中国L3级自动驾驶标准出台，将对当前的智能驾驶市场产生深远影响。首先，这将有助于提高自动驾驶技术的标准化程度，从而推动整个行业的健康发展。其次，这将有助于消除不同地区和制造商之间的互操作性问题，使自动驾驶车辆能够在全球范围内无缝运行。最后，这将为消费者提供更多的选择，并可能降低自动驾驶技术的使用成本。随着技术的进步和政策的支持，预计未来几年内，全球各地都会有更多的自动驾驶服务投入使用。根据高工智能汽车数据，2023年1-3月，乘用车行业L2级及以上渗透率为33.4%，同比提升9个百分点；新势力品牌L2级及以上渗透率基本在70%以上，头部自主品牌L2级及以上渗透率在30%以上。国内自动驾驶从L2到L3跃升已成为不可逆转的趋势。值得注意的是，马斯克此前在推特中表示，特斯拉乐意授权自动驾驶技术给其他车企。业内人士认为，FSD 会在今年或明年进入中国市场，并在 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Go(萝卜快跑)提供了66万次乘车，同比增长236%，环比增长18%。联想集团：旗下全资子公司联想懂的通信是业内针对车联网拥有完全自主的物联网能力和成熟解决方案的核心通信运营商，可为汽车厂商提供连接、跨地域、跨平台、跨运营商、灵活定制和覆盖全生命周期的全球一站式服务。目前，中国85%的新势力汽车厂商已选择联想懂的通信作为合作伙伴。联想懂的通信推出的“懂车联”5G云原生解决方案，正在为40多家车企提供相关服务。潍柴动力：智能网联业务是公司重要的战略新兴业务之一。公司车联网、智能驾驶等相关技术或产品，已经应用于中国重汽、陕汽重卡、徐工重卡、中通客车等多家主流商用车厂。理想汽车-W：知行科技是一家自动驾驶解决方案提供商，专注于自动驾驶域控制器。该公司股东中，理想汽车通过北京车和家持股4.5%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949199757,"gmtCreate":1678411751880,"gmtModify":1678411757040,"author":{"id":"4106695856776660","authorId":"4106695856776660","name":"kevinwong","avatar":"https://community-static.tradeup.com/news/44ec0aa40100c7d5f1dea5701add95ec","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106695856776660","authorIdStr":"4106695856776660"},"themes":[],"htmlText":"APX ASX AI stock","listText":"APX ASX AI stock","text":"APX ASX AI 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