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jaxon
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jaxon
03-19
Top 500 🎩🔝
jaxon
02-29
$3M(MMM)$
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jaxon
02-27
$英伟达(NVDA)$
Nvidia Stock Gains. Its AI Success Is Sparking a Chips War Among Suppliers. -- Barrons.com
jaxon
01-03
$特斯拉(TSLA)$
jaxon
2023-12-05
$英伟达(NVDA)$
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jaxon
2023-12-04
top10
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jaxon
2023-11-17
$PayPal(PYPL)$
3 Undervalued Stocks to Triple Your Money
jaxon
2023-10-26
[流泪] [流泪] [流泪] [流泪] [流泪]
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jaxon
2023-09-04
$英伟达(NVDA)$
this is a good
jaxon
2023-08-18
$特斯拉(TSLA)$
美股成交额TOP20 | 英伟达绩前获华尔街接力唱多;医疗保健公司CVS健康股价重挫逾8%
jaxon
2023-08-01
$特斯拉(TSLA)$
80%成分股盈利超预期,美股还能继续涨
jaxon
2023-07-20
$特斯拉(TSLA)$
去年25%、今年18.2%!特斯拉“全球价格战”的底气还有不少
jaxon
2023-07-11
666[财迷] [财迷] [财迷] all the best
美股焦点:控制“七姐妹”影响,纳指将于7月21日“特殊调权”
jaxon
2023-07-03
$特斯拉(TSLA)$
ETF流向 | 科技股重回高光时刻!美股上半年飙升,资金持续“进场”
jaxon
2023-06-30
$西方石油(OXY)$
巴菲特又加仓西方石油!持股比例升至25%,60美元以下买入的逻辑是什么?
jaxon
2023-06-30
$特斯拉(TSLA)$
下半年股价有望“翻倍”股在此!比尔·盖茨、王孝安、丘栋荣早已埋伏其中!
jaxon
2023-06-25
666666666666666666666
jaxon
2023-06-23
[流泪] [流泪] [流泪] [害羞] [害羞] [害羞] [生气] [真香] [生气] [惊讶] [害羞] [害羞]
jaxon
2023-06-23
[呆住] [流泪]
$腾讯高盛三乙牛W.C(66002)$
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jaxon
2023-06-22
Tesla omg my stock ...........
Go to Tiger App to see more news
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","text":"$3M(MMM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/279293523873944","repostId":"1141165352","repostType":2,"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":278536369004848,"gmtCreate":1709029681972,"gmtModify":1709029684506,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/710282af93909fdbf24a21633a03799e","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> ","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> ","text":"$英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/278536369004848","repostId":"2414821884","repostType":2,"repost":{"id":"2414821884","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1709027760,"share":"https://www.laohu8.com/m/news/2414821884?lang=&edition=full","pubTime":"2024-02-27 17:56","market":"hk","language":"en","title":"Nvidia Stock Gains. Its AI Success Is Sparking a Chips War Among Suppliers. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2414821884","media":"Dow Jones","summary":"Nvidia stock was rising early Tuesday as it continues to test the $2 trillion valuation mark.The chip maker's success is leading to fierce competition to supply it with advanced memory semiconductors between U.S. company Micron Technology and its South Korean rivals SK Hynix and Samsung Electronics.Nvidia shares were up 0.4% in premarket trading at $793.80.The popularity of its graphics-processing units for training AI systems is continuing to power the stock. Nvidia closed up 0.4% at $790.92 on Monday, leaving it valued at around $1.97 trillion overall.The demand for Nvidia's GPUs is also reshaping adjacent industries. Micron shares were up 2.6% in premarket trading, adding to a 4% gain the previous day when it said it had begun volume production of its High Bandwidth Memory 3E chips, which will be incorporated in the coming Nvidia H200 GPUs.Meanwhile, SK Hynix dropped 4.9% in local trading in South Korea. Until recently the company was sole supplier of high-bandwidth memory for Nvidi","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n By Adam Clark \n</p>\n<p>\n Nvidia stock was rising early Tuesday as it continues to test the $2 trillion valuation mark. \n</p>\n<p>\n The chip maker's success is leading to fierce competition to supply it with advanced memory semiconductors between U.S. company Micron Technology and its South Korean rivals SK Hynix and Samsung Electronics. \n</p>\n<p>\n Nvidia shares were up 0.2% at $792.55 in premarket trading. \n</p>\n<p>\n The popularity of its graphics-processing units for training AI systems is continuing to power the stock. Nvidia closed up 0.4% at $790.92 on Monday, leaving it valued at around $1.97 trillion overall. \n</p>\n<p>\n The demand for Nvidia's GPUs is also reshaping adjacent industries. Micron shares were up 2.6% in premarket trading, adding to a 4% gain the previous day when it said it had begun volume production of its High Bandwidth Memory 3E chips, which will be incorporated in the coming Nvidia H200 GPUs. \n</p>\n<p>\n Meanwhile, SK Hynix dropped 4.9% in local trading in South Korea. Until recently the company was sole supplier of high-bandwidth memory for Nvidia's AI accelerators, but it has now been joined my Micron and Samsung Electronics. \n</p>\n<p>\n Samsung said Tuesday that it had developed the highest capacity high-bandwidth memory chip to date, the HBM3E 12H, and that mass production is expected in the first half of this year. It didn't name any customers for the chip. \n</p>\n<p>\n \"When used in AI applications, it is estimated that, in comparison to adopting HBM3 8H, the average speed for AI training can be increased by 34%,\" Samsung said in its statement. \n</p>\n<p>\n Samsung shares rose 0.1% in Korean trading on Tuesday. \n</p>\n<p>\n Other U.S. chip makers were muted on Tuesday. Advanced Micro Devices was up 0.5% in premarket trading and Intel was up 0.6%. \n</p>\n<p>\n Nvidia shares have risen 60% so far this year through Monday's close. That compares with a 6.3% rise in the S&P 500 index and a 6.4% gain for the Nasdaq Composite Index. \n</p>\n<p>\n Write to Adam Clark at adam.clark@barrons.com \n</p>\n<p>\n This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n (END) Dow Jones Newswires\n</p>\n<p>\n February 27, 2024 08:08 ET (13:08 GMT)\n</p>\n<p>\n Copyright (c) 2024 Dow Jones & Company, Inc.\n</p>\n</font>","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 Stock Gains. Its AI Success Is Sparking a Chips War Among Suppliers. -- Barrons.com</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\">\nNvidia Stock Gains. Its AI Success Is Sparking a Chips War Among Suppliers. -- Barrons.com\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-02-27 17:56</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n By Adam Clark \n</p>\n<p>\n Nvidia stock was rising early Tuesday as it continues to test the $2 trillion valuation mark. \n</p>\n<p>\n The chip maker's success is leading to fierce competition to supply it with advanced memory semiconductors between U.S. company Micron Technology and its South Korean rivals SK Hynix and Samsung Electronics. \n</p>\n<p>\n Nvidia shares were up 0.2% at $792.55 in premarket trading. \n</p>\n<p>\n The popularity of its graphics-processing units for training AI systems is continuing to power the stock. Nvidia closed up 0.4% at $790.92 on Monday, leaving it valued at around $1.97 trillion overall. \n</p>\n<p>\n The demand for Nvidia's GPUs is also reshaping adjacent industries. Micron shares were up 2.6% in premarket trading, adding to a 4% gain the previous day when it said it had begun volume production of its High Bandwidth Memory 3E chips, which will be incorporated in the coming Nvidia H200 GPUs. \n</p>\n<p>\n Meanwhile, SK Hynix dropped 4.9% in local trading in South Korea. Until recently the company was sole supplier of high-bandwidth memory for Nvidia's AI accelerators, but it has now been joined my Micron and Samsung Electronics. \n</p>\n<p>\n Samsung said Tuesday that it had developed the highest capacity high-bandwidth memory chip to date, the HBM3E 12H, and that mass production is expected in the first half of this year. It didn't name any customers for the chip. \n</p>\n<p>\n \"When used in AI applications, it is estimated that, in comparison to adopting HBM3 8H, the average speed for AI training can be increased by 34%,\" Samsung said in its statement. \n</p>\n<p>\n Samsung shares rose 0.1% in Korean trading on Tuesday. \n</p>\n<p>\n Other U.S. chip makers were muted on Tuesday. Advanced Micro Devices was up 0.5% in premarket trading and Intel was up 0.6%. \n</p>\n<p>\n Nvidia shares have risen 60% so far this year through Monday's close. That compares with a 6.3% rise in the S&P 500 index and a 6.4% gain for the Nasdaq Composite Index. \n</p>\n<p>\n Write to Adam Clark at adam.clark@barrons.com \n</p>\n<p>\n This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n (END) Dow Jones Newswires\n</p>\n<p>\n February 27, 2024 08:08 ET (13:08 GMT)\n</p>\n<p>\n Copyright (c) 2024 Dow Jones & Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","MU":"美光科技","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4529":"IDC概念","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4592":"伊斯兰概念","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0082616367.USD":"摩根大通美国科技A(dist)","BK4585":"ETF&股票定投概念","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4566":"资本集团","BK4587":"ChatGPT概念","BK4575":"芯片概念","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4588":"碎股","BK4141":"半导体产品","NVDA":"英伟达","INTC":"英特尔","BK4503":"景林资产持仓","AMD":"美国超微公司","BK4551":"寇图资本持仓","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","SSNHZ":"Samsung Electronics Co., Ltd.","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2414821884","content_text":"By Adam Clark \n\n\n Nvidia stock was rising early Tuesday as it continues to test the $2 trillion valuation mark. \n\n\n The chip maker's success is leading to fierce competition to supply it with advanced memory semiconductors between U.S. company Micron Technology and its South Korean rivals SK Hynix and Samsung Electronics. \n\n\n Nvidia shares were up 0.2% at $792.55 in premarket trading. \n\n\n The popularity of its graphics-processing units for training AI systems is continuing to power the stock. Nvidia closed up 0.4% at $790.92 on Monday, leaving it valued at around $1.97 trillion overall. \n\n\n The demand for Nvidia's GPUs is also reshaping adjacent industries. Micron shares were up 2.6% in premarket trading, adding to a 4% gain the previous day when it said it had begun volume production of its High Bandwidth Memory 3E chips, which will be incorporated in the coming Nvidia H200 GPUs. \n\n\n Meanwhile, SK Hynix dropped 4.9% in local trading in South Korea. Until recently the company was sole supplier of high-bandwidth memory for Nvidia's AI accelerators, but it has now been joined my Micron and Samsung Electronics. \n\n\n Samsung said Tuesday that it had developed the highest capacity high-bandwidth memory chip to date, the HBM3E 12H, and that mass production is expected in the first half of this year. It didn't name any customers for the chip. \n\n\n \"When used in AI applications, it is estimated that, in comparison to adopting HBM3 8H, the average speed for AI training can be increased by 34%,\" Samsung said in its statement. \n\n\n Samsung shares rose 0.1% in Korean trading on Tuesday. \n\n\n Other U.S. chip makers were muted on Tuesday. Advanced Micro Devices was up 0.5% in premarket trading and Intel was up 0.6%. \n\n\n Nvidia shares have risen 60% so far this year through Monday's close. That compares with a 6.3% rise in the S&P 500 index and a 6.4% gain for the Nasdaq Composite Index. \n\n\n Write to Adam Clark at adam.clark@barrons.com \n\n\n This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n (END) Dow Jones Newswires\n\n\n February 27, 2024 08:08 ET (13:08 GMT)\n\n\n Copyright (c) 2024 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":259125146259688,"gmtCreate":1704275450632,"gmtModify":1704275453175,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/710282af93909fdbf24a21633a03799e","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> ","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> ","text":"$特斯拉(TSLA)$","images":[{"img":"https://community-static.tradeup.com/news/c2b873b0437cc6ffd78432f08d1bdf94","width":"1080","height":"1450"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/259125146259688","isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":248682391916544,"gmtCreate":1701751560623,"gmtModify":1701751564069,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/710282af93909fdbf24a21633a03799e","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> ","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> ","text":"$英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248682391916544","repostId":"1134556109","repostType":2,"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":248359216222224,"gmtCreate":1701672601736,"gmtModify":1701672605968,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/710282af93909fdbf24a21633a03799e","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":" top10","listText":" top10","text":"top10","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248359216222224","repostId":"1109298094","repostType":2,"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":242370569007160,"gmtCreate":1700209507792,"gmtModify":1700209509456,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/710282af93909fdbf24a21633a03799e","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$ </a>","listText":"<a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$ </a>","text":"$PayPal(PYPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/242370569007160","repostId":"2384874260","repostType":2,"repost":{"id":"2384874260","pubTimestamp":1700364600,"share":"https://www.laohu8.com/m/news/2384874260?lang=&edition=full","pubTime":"2023-11-19 11:30","market":"us","language":"en","title":"3 Undervalued Stocks to Triple Your Money","url":"https://stock-news.laohu8.com/highlight/detail?id=2384874260","media":"InvestorPlace","summary":"Buy these undervalued companies for strong returns in 2024","content":"<html><head></head><body><ul style=\"\"><li><p>The currently negatively looming economy (with a small possibility of recession avoidance) makes it necessary to purchase these undervalued companies.</p></li><li><p><strong>Five Below (FIVE): </strong>Five Below’s growth thrives through strategic partnerships, a Triple Double expansion strategy, and its commitment to national presence, promising continued success.</p></li><li><p><strong>Brookfield Renewable Partners (BEP):</strong> BEP drives growth through a diversified portfolio, strategic acquisitions, and solid financial performance, positioning itself for future success despite a recent growth dip.</p></li><li><p><strong>PayPal Holdings (PYPL)</strong>: PayPal’s expansion is fueled by unbranded payment processing, strategic alliances, and global outreach, offering promising prospects for enhanced profit margins.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9225950c55a9f8a35c652cfed549a7c2\" alt=\"Source: akamakis / Shutterstock.com\" title=\"Source: akamakis / Shutterstock.com\" tg-width=\"768\" tg-height=\"432\"/><span>Source: akamakis / Shutterstock.com</span></p><p>In 2024, UBS expects disinflation and rising unemployment to impact economic output, prompting the Federal Open Market Committee to implement proactive rate cuts. The FEderal Open Market Committee designed the initial cut to prevent the nominal funds rate from becoming overly restrictive amid falling inflation, with subsequent cuts later in the year to counteract economic weakening. This means that in order to shield yourself from any economic recession affecting your portfolio, invest in these three undervalued stocks to triple your money that can only rise in price.</p><h2 id=\"id_1604344476\" style=\"text-align: start;\">Five Below (FIVE)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3173647b2ab76d7a6ad305618240406d\" alt=\"Source: Jonathan Weiss / Shutterstock.com\" title=\"Source: Jonathan Weiss / Shutterstock.com\" tg-width=\"300\" tg-height=\"169\"/><span>Source: Jonathan Weiss / Shutterstock.com</span></p><p style=\"text-align: start;\"><strong>Five Below (NASDAQ:FIVE)</strong> is a leading high-growth value retailer. The company offers trend-right, affordable products catered to tweens, teens and beyond. Vendors price most items between $1 and $5. Five Below’s stock is priced at around $182.32, with analysts providing a price target range of $175.00 to $235.00.</p><p style=\"text-align: start;\">With a market cap of around $10.15 billion, Five Below exhibits a robust financial profile. Boasting a profit margin of 8.35%, the company achieved a remarkable 13.50% year-over-year revenue growth, reaching $3.25 billion. The stock is valued at around $182.32, demonstrating a resilient 52-week change of 14.88%.</p><p style=\"text-align: start;\">To execute its Triple Double growth strategy, FIVE unveiled plans to add seven new outlet locations this year. This is in collaboration with mall operator Simon. This expansion aligns with Five Below’s ambitious vision to triple its store count to more than 3,500 locations by the end of fiscal 2030. As part of this growth initiative, 400 new stores are slated to open in fiscal 2023. From there, there are plans to accelerate to 550 to 600 new stores in fiscal 2024 and 2025. The strategic collaboration with Simon and the incorporation of higher-priced Five Beyond formats in existing locations underscore Five Below’s commitment to national expansion and sustained growth.</p><p style=\"text-align: start;\">These factors position FIVE as a stock worth considering.</p><h2 id=\"id_4012314025\" style=\"text-align: start;\">Brookfield Renewable Partners (BEP)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/054ef33db27a953747e6ae20e07afe02\" alt=\"Source: IgorGolovniov / Shutterstock\" title=\"Source: IgorGolovniov / Shutterstock\" tg-width=\"300\" tg-height=\"169\"/><span>Source: IgorGolovniov / Shutterstock</span></p><p style=\"text-align: start;\"><strong>Brookfield Renewable Partners (NYSE:BEP)</strong> holds one of the largest worldwide traded platforms for renewable power and solar companies. The portfolio spans five continents and is aimed at primarily holding sustainable energies as the growth catalyst. Brookfield Assessment Management started the company. Overall, year-to-date, BEP has a slight decline in growth of 7.33%, but prospects aim for a great 2024.</p><p style=\"text-align: start;\">The sustainable energy industry holds strong growth prospects for the upcoming future, with revenue in 2022 being marked at $970 billion and projections for 2032 at $2.2 trillion. Overall, this marks a well-balanced 8.50% 10-year CAGR between 2022 and 2032. Specifically solar power, a nine-year CAGR between 2023 and 2032 is marked at 13.5%, showing great promise for success.</p><p style=\"text-align: start;\">Brookfield Renewable Partners posted solid financial statements for Q3 2023, backboned by a revenue gross of $1.18 billion in revenue, or a year-over-year growth increase of 6.7%. Furthermore, both diluted EPS and net income grew yearly, with YoY increases of 61.86% and 64% respectively. </p><p style=\"text-align: start;\">Ultimately, the largest catalyst behind Brookfield Renewable’s future success comes from the diverse portfolio. It also comes from recent acquisitions which will promote growth. In 2022, BEP purchased Urban Grid, a company focused on utility-scale solar energy. They do so in hopes of the solar aspect of its portfolio. Results have already been noted, with BEP’s United States renewable energy development pipeline tripling results.</p><h2 id=\"id_3426078510\" style=\"text-align: start;\">PayPal Holdings, Inc. (NASDAQ:PYPL)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d31459f9b0c14e33810dd1f29612c85a\" alt=\"\" title=\"\" tg-width=\"300\" tg-height=\"169\"/></p><p style=\"text-align: start;\"><strong>PayPal Holdings, Inc. (NASDAQ:PYPL) </strong>has long been a stalwart in the digital payments arena, commanding a 42% market share globally. Despite its impressive standing, the company has experienced an 80% stock price decline from its peak in July 2021, sparking debates over whether it’s a value trap or an enticing bargain.</p><p style=\"text-align: start;\">PayPal’s dominance in online payments, with 433 million active accounts across 200 markets, is a testament to its widespread trust. Its strategic integration into the Apple ecosystem, allowing users to link PayPal and Venmo cards to Apple Pay, further extends its reach, dispelling notions of competition with Apple. This move aligns with PayPal’s growth strategy, leveraging partnerships to enhance accessibility.</p><p style=\"text-align: start;\">In valuation, three scenarios were considered, with the best-case value at $84.71, the base case at $74.69, and the worst at $64.40. Even in the most unfavorable scenario, the stock price surpasses the current valuation, indicating substantial undervaluation.</p><p style=\"text-align: start;\">However, risks loom, including increased competition, regulatory changes, and economic slowdowns. Despite these challenges, PayPal’s fundamental strength, consistent revenue growth, and strategic initiatives position it as a compelling buy. The recent change in management and the share buyback program add positive notes to the outlook. In conclusion, PayPal presents an attractive investment opportunity, meriting a “Buy” rating.</p></body></html>","source":"investorplace_stock_picks","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>3 Undervalued Stocks to Triple Your Money</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\">\n3 Undervalued Stocks to Triple Your Money\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-19 11:30 GMT+8 <a href=https://investorplace.com/2023/11/3-undervalued-stocks-to-triple-your-money/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The currently negatively looming economy (with a small possibility of recession avoidance) makes it necessary to purchase these undervalued companies.Five Below (FIVE): Five Below’s growth thrives ...</p>\n\n<a href=\"https://investorplace.com/2023/11/3-undervalued-stocks-to-triple-your-money/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4227":"交易和支付处理服务","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1861217088.USD":"贝莱德金融科技A2","BK4566":"资本集团","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","BK4524":"宅经济概念","BK4535":"淡马锡持仓","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4588":"碎股","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","FIVE":"Five Below","BK4551":"寇图资本持仓","BK4133":"新能源发电业者","BK4581":"高盛持仓","BK4200":"专卖店","BK4099":"汽车制造商","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","BEP":"Brookfield Renewable Partners LP","PYPL":"PayPal","BK4106":"数据处理与外包服务","BK4554":"元宇宙及AR概念","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","BK4008":"航空公司","BK4585":"ETF&股票定投概念"},"source_url":"https://investorplace.com/2023/11/3-undervalued-stocks-to-triple-your-money/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2384874260","content_text":"The currently negatively looming economy (with a small possibility of recession avoidance) makes it necessary to purchase these undervalued companies.Five Below (FIVE): Five Below’s growth thrives through strategic partnerships, a Triple Double expansion strategy, and its commitment to national presence, promising continued success.Brookfield Renewable Partners (BEP): BEP drives growth through a diversified portfolio, strategic acquisitions, and solid financial performance, positioning itself for future success despite a recent growth dip.PayPal Holdings (PYPL): PayPal’s expansion is fueled by unbranded payment processing, strategic alliances, and global outreach, offering promising prospects for enhanced profit margins.Source: akamakis / Shutterstock.comIn 2024, UBS expects disinflation and rising unemployment to impact economic output, prompting the Federal Open Market Committee to implement proactive rate cuts. The FEderal Open Market Committee designed the initial cut to prevent the nominal funds rate from becoming overly restrictive amid falling inflation, with subsequent cuts later in the year to counteract economic weakening. This means that in order to shield yourself from any economic recession affecting your portfolio, invest in these three undervalued stocks to triple your money that can only rise in price.Five Below (FIVE)Source: Jonathan Weiss / Shutterstock.comFive Below (NASDAQ:FIVE) is a leading high-growth value retailer. The company offers trend-right, affordable products catered to tweens, teens and beyond. Vendors price most items between $1 and $5. Five Below’s stock is priced at around $182.32, with analysts providing a price target range of $175.00 to $235.00.With a market cap of around $10.15 billion, Five Below exhibits a robust financial profile. Boasting a profit margin of 8.35%, the company achieved a remarkable 13.50% year-over-year revenue growth, reaching $3.25 billion. The stock is valued at around $182.32, demonstrating a resilient 52-week change of 14.88%.To execute its Triple Double growth strategy, FIVE unveiled plans to add seven new outlet locations this year. This is in collaboration with mall operator Simon. This expansion aligns with Five Below’s ambitious vision to triple its store count to more than 3,500 locations by the end of fiscal 2030. As part of this growth initiative, 400 new stores are slated to open in fiscal 2023. From there, there are plans to accelerate to 550 to 600 new stores in fiscal 2024 and 2025. The strategic collaboration with Simon and the incorporation of higher-priced Five Beyond formats in existing locations underscore Five Below’s commitment to national expansion and sustained growth.These factors position FIVE as a stock worth considering.Brookfield Renewable Partners (BEP)Source: IgorGolovniov / ShutterstockBrookfield Renewable Partners (NYSE:BEP) holds one of the largest worldwide traded platforms for renewable power and solar companies. The portfolio spans five continents and is aimed at primarily holding sustainable energies as the growth catalyst. Brookfield Assessment Management started the company. Overall, year-to-date, BEP has a slight decline in growth of 7.33%, but prospects aim for a great 2024.The sustainable energy industry holds strong growth prospects for the upcoming future, with revenue in 2022 being marked at $970 billion and projections for 2032 at $2.2 trillion. Overall, this marks a well-balanced 8.50% 10-year CAGR between 2022 and 2032. Specifically solar power, a nine-year CAGR between 2023 and 2032 is marked at 13.5%, showing great promise for success.Brookfield Renewable Partners posted solid financial statements for Q3 2023, backboned by a revenue gross of $1.18 billion in revenue, or a year-over-year growth increase of 6.7%. Furthermore, both diluted EPS and net income grew yearly, with YoY increases of 61.86% and 64% respectively. Ultimately, the largest catalyst behind Brookfield Renewable’s future success comes from the diverse portfolio. It also comes from recent acquisitions which will promote growth. In 2022, BEP purchased Urban Grid, a company focused on utility-scale solar energy. They do so in hopes of the solar aspect of its portfolio. Results have already been noted, with BEP’s United States renewable energy development pipeline tripling results.PayPal Holdings, Inc. (NASDAQ:PYPL)PayPal Holdings, Inc. (NASDAQ:PYPL) has long been a stalwart in the digital payments arena, commanding a 42% market share globally. Despite its impressive standing, the company has experienced an 80% stock price decline from its peak in July 2021, sparking debates over whether it’s a value trap or an enticing bargain.PayPal’s dominance in online payments, with 433 million active accounts across 200 markets, is a testament to its widespread trust. Its strategic integration into the Apple ecosystem, allowing users to link PayPal and Venmo cards to Apple Pay, further extends its reach, dispelling notions of competition with Apple. This move aligns with PayPal’s growth strategy, leveraging partnerships to enhance accessibility.In valuation, three scenarios were considered, with the best-case value at $84.71, the base case at $74.69, and the worst at $64.40. Even in the most unfavorable scenario, the stock price surpasses the current valuation, indicating substantial undervaluation.However, risks loom, including increased competition, regulatory changes, and economic slowdowns. Despite these challenges, PayPal’s fundamental strength, consistent revenue growth, and strategic initiatives position it as a compelling buy. The recent change in management and the share buyback program add positive notes to the outlook. In conclusion, PayPal presents an attractive investment opportunity, meriting a “Buy” rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":234679307427928,"gmtCreate":1698316246004,"gmtModify":1698316249774,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/710282af93909fdbf24a21633a03799e","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"[流泪] [流泪] [流泪] [流泪] [流泪] ","listText":"[流泪] [流泪] [流泪] [流泪] [流泪] ","text":"[流泪] [流泪] [流泪] [流泪] [流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234679307427928","repostId":"1158467433","repostType":2,"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":216350642819192,"gmtCreate":1693820194900,"gmtModify":1693820197276,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/710282af93909fdbf24a21633a03799e","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v>this is a good","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v>this is a good","text":"$英伟达(NVDA)$ this is a good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/216350642819192","isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":210113350987904,"gmtCreate":1692319554954,"gmtModify":1692319557514,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/710282af93909fdbf24a21633a03799e","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v>","text":"$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/210113350987904","repostId":"2360493933","repostType":2,"repost":{"id":"2360493933","pubTimestamp":1692305876,"share":"https://www.laohu8.com/m/news/2360493933?lang=&edition=full","pubTime":"2023-08-18 04:57","market":"us","language":"zh","title":"美股成交额TOP20 | 英伟达绩前获华尔街接力唱多;医疗保健公司CVS健康股价重挫逾8%","url":"https://stock-news.laohu8.com/highlight/detail?id=2360493933","media":"环球市场播报","summary":"华尔街大行$花旗$集团预测$英伟达$即将公布季度业绩将非常强劲;$CVS健康$收跌8.14%,成交29.43亿美元。与此同时,该公司正对部分现有车型启动新一轮降价。此外特斯拉公司的工程师们周四表示,在2016年撞车事故造成车主死亡之后,特斯拉仍未能解决自动驾驶系统Autopilot的局限性。券商奥本海默周四将英伟达的目标价从420美元上调至500美元,维持“跑赢大市”评级,称英伟达受益于广泛、强劲的人工智能需求。","content":"<html><head></head><body><blockquote><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>收跌0.33%,成交195.17亿美元。华尔街大行<a href=\"https://laohu8.com/S/C\">花旗</a>集团预测<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>即将公布季度业绩将非常强劲;<a href=\"https://laohu8.com/S/CVS\">CVS健康</a>收跌8.14%,成交29.43亿美元。非盈利健康保险公司加州蓝盾公司周四表示,计划放弃CVS Health作为其药房福利管理机构的地位>></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/22c9c28fde5cf8e1c80fcb50a9202246\" title=\"以上为美股当日交易最活跃的20只股票(按成交额)\" tg-width=\"550\" tg-height=\"2529\"/><span>以上为美股当日交易最活跃的20只股票(按成交额)</span></p><p>周四美股成交额第1名<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>收跌2.83%,成交265.47亿美元。据知情人士透露,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>改进后的Model 3将于下个月开始在中国大规模生产,产量将在9月30日开始的中国国庆假期期间增加。</p><p>该消息人士称,特斯拉正处于生产展示车的最后阶段,这些车将于8月晚些时候运往特斯拉的展厅。与此同时,该公司正对部分现有车型启动新一轮降价。</p><p>此外特斯拉公司的工程师们周四表示,在2016年撞车事故造成车主死亡之后,特斯拉仍未能解决自动驾驶系统Autopilot的局限性。</p><p>第2名<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>收跌0.33%,成交195.17亿美元。华尔街大行<a href=\"https://laohu8.com/S/C\">花旗</a>集团预测<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>即将公布季度业绩将非常强劲,并表示由于对人工智能的“强劲”需求,预计该公司的数据中心业绩将有所上升。</p><p>券商奥本海默周四将英伟达的目标价从420美元上调至500美元,维持“跑赢大市”评级,称英伟达受益于广泛、强劲的人工智能需求。该行认为,有几个结构性利好因素将推动公司业绩持续大幅增长,包括数据中心/人工智能加速器和自动驾驶汽车。</p><p>在此之前,花旗、<a href=\"https://laohu8.com/S/UBS\">瑞银</a>等多家大行发布了看多英伟达的报告。</p><p>第3名<a href=\"https://laohu8.com/S/JNJ\">强生</a>收高0.94%,成交120.18亿美元。近日<a href=\"https://laohu8.com/S/JNJ\">强生</a>旗下的Janssen部门宣布,美国FDA批准其口服抗癌药物Akeega作为某些转移性去势抵抗性前列腺癌(mCRPC)的成人联合治疗药物。</p><p>第4名<a href=\"https://laohu8.com/S/AAPL\">苹果</a>收跌1.46%,成交106.93亿美元。投行Wedbush分析师Dan Ives周四称,尽管<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司以避免大型并购交易而闻名,但它应该为<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>旗下的体育频道ESPN而破例,因为苹果希望在其流媒体视频服务上扩大体育节目。Dan Ives在一份报告中写道,对于苹果而言,与ESPN合作,或者直接收购ESPN,根本无需思考。</p><p>他认为收购ESPN可能会花掉苹果公司超过500亿美元,交易可以为苹果提供有价值的体育内容、主要的电视转播权,并改变Apple TV未来的交叉销售机会和吸引力,因此将具有巨大的战略意义。</p><p>第5名<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>收跌3.13%,成交68.78亿美元。</p><p>第8名AMD收跌2.57%,在纳斯达克100指数成分股中表现最差,成交61.76亿美元。</p><p>第9名<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>A类股(GOOGL)收高0.95%,成交43.1亿美元。第11名<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>(GOOG)收高1.05%,成交30.84亿美元。媒体爆料称,谷歌“全新大杀器”Gemini或于秋季发布,该模型结合了GPT-4、Midjourney、Stable Diffusion三大模型的能力,还能够提供分析图表、创建带有文本描述的图形、使用文本或语音命令控制软件。</p><p>第12名CVS Health收跌8.14%,成交29.43亿美元。非盈利健康保险公司加州蓝盾公司(Blue Shield)周四表示,计划放弃CVS Health作为其药房福利管理机构的地位,与<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和Cost Plus Drug Company等合作伙伴合作,提供上门送药服务和低价药品。</p><p>此外CVS Health周四确认2023财年调整后EPS为8.50-8.70美元区间的预估。</p><p>第13名<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>收跌2.24%,成交28.1亿美元。<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>营收、净利润等关键指标均超预期。受食品杂货业务和电商业务的推动,沃尔玛预计全年净销售额增长4.0%至4.5%,高于此前3.5%的预期,调整后每股收益6.36美元至6.46美元,高于之前的6.10美元至6.20美元的指引,也高于市场预期的6.28美元。不过,在电话会上,该公司高管发表了一些悲观评论,警告“今年剩余时间经济存在不确定性”,令其股价收跌。</p><p>第14名<a href=\"https://laohu8.com/S/CSCO\">思科</a>收高3.34%,成交24.9亿美元。<a href=\"https://laohu8.com/S/CSCO\">思科</a>第四财季净营收为152.03亿美元,与上年同期的131.02亿美元相比增长16%;净利润为40亿美元,与上年同期的28亿美元相比增长41%;不按照美国通用会计准则的调整后净利润为47亿美元,与上年同期的34亿美元相比增长36%。</p><p>思科第四财季营收和调整后每股收益均超出华尔街分析师此前预期,对2024财年第一财季和2024财年全年调整后每股收益的展望也均超出预期。</p><p>第15名Netflix收跌3%,成交24.4亿美元。</p><p>第16名<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>收高1.94%,成交18.17亿美元。瑞穗将<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>的目标股价从130美元上调至131美元。</p><p>第19名<a href=\"https://laohu8.com/S/UNH\">联合健康</a>收跌1.91%,成交14.9亿美元。</p></body></html>","source":"highlight_sina","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>美股成交额TOP20 | 英伟达绩前获华尔街接力唱多;医疗保健公司CVS健康股价重挫逾8%</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美股成交额TOP20 | 英伟达绩前获华尔街接力唱多;医疗保健公司CVS健康股价重挫逾8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-18 04:57 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2023-08-18/doc-imzhqept6382320.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达收跌0.33%,成交195.17亿美元。华尔街大行花旗集团预测英伟达即将公布季度业绩将非常强劲;CVS健康收跌8.14%,成交29.43亿美元。非盈利健康保险公司加州蓝盾公司周四表示,计划放弃CVS Health作为其药房福利管理机构的地位>>以上为美股当日交易最活跃的20只股票(按成交额)周四美股成交额第1名特斯拉收跌2.83%,成交265.47亿美元。据知情人士透露,特斯拉改进后的...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2023-08-18/doc-imzhqept6382320.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","CVS":"西维斯健康","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0056508442.USD":"贝莱德世界科技基金A2","BK4503":"景林资产持仓","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","NVDA":"英伟达","BK4196":"保健护理服务","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","BK4543":"AI","BK4527":"明星科技股","BK4588":"碎股","BK4141":"半导体产品","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2023-08-18/doc-imzhqept6382320.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2360493933","content_text":"英伟达收跌0.33%,成交195.17亿美元。华尔街大行花旗集团预测英伟达即将公布季度业绩将非常强劲;CVS健康收跌8.14%,成交29.43亿美元。非盈利健康保险公司加州蓝盾公司周四表示,计划放弃CVS Health作为其药房福利管理机构的地位>>以上为美股当日交易最活跃的20只股票(按成交额)周四美股成交额第1名特斯拉收跌2.83%,成交265.47亿美元。据知情人士透露,特斯拉改进后的Model 3将于下个月开始在中国大规模生产,产量将在9月30日开始的中国国庆假期期间增加。该消息人士称,特斯拉正处于生产展示车的最后阶段,这些车将于8月晚些时候运往特斯拉的展厅。与此同时,该公司正对部分现有车型启动新一轮降价。此外特斯拉公司的工程师们周四表示,在2016年撞车事故造成车主死亡之后,特斯拉仍未能解决自动驾驶系统Autopilot的局限性。第2名英伟达收跌0.33%,成交195.17亿美元。华尔街大行花旗集团预测英伟达即将公布季度业绩将非常强劲,并表示由于对人工智能的“强劲”需求,预计该公司的数据中心业绩将有所上升。券商奥本海默周四将英伟达的目标价从420美元上调至500美元,维持“跑赢大市”评级,称英伟达受益于广泛、强劲的人工智能需求。该行认为,有几个结构性利好因素将推动公司业绩持续大幅增长,包括数据中心/人工智能加速器和自动驾驶汽车。在此之前,花旗、瑞银等多家大行发布了看多英伟达的报告。第3名强生收高0.94%,成交120.18亿美元。近日强生旗下的Janssen部门宣布,美国FDA批准其口服抗癌药物Akeega作为某些转移性去势抵抗性前列腺癌(mCRPC)的成人联合治疗药物。第4名苹果收跌1.46%,成交106.93亿美元。投行Wedbush分析师Dan Ives周四称,尽管苹果公司以避免大型并购交易而闻名,但它应该为迪士尼旗下的体育频道ESPN而破例,因为苹果希望在其流媒体视频服务上扩大体育节目。Dan Ives在一份报告中写道,对于苹果而言,与ESPN合作,或者直接收购ESPN,根本无需思考。他认为收购ESPN可能会花掉苹果公司超过500亿美元,交易可以为苹果提供有价值的体育内容、主要的电视转播权,并改变Apple TV未来的交叉销售机会和吸引力,因此将具有巨大的战略意义。第5名Meta Platforms收跌3.13%,成交68.78亿美元。第8名AMD收跌2.57%,在纳斯达克100指数成分股中表现最差,成交61.76亿美元。第9名谷歌A类股(GOOGL)收高0.95%,成交43.1亿美元。第11名谷歌(GOOG)收高1.05%,成交30.84亿美元。媒体爆料称,谷歌“全新大杀器”Gemini或于秋季发布,该模型结合了GPT-4、Midjourney、Stable Diffusion三大模型的能力,还能够提供分析图表、创建带有文本描述的图形、使用文本或语音命令控制软件。第12名CVS Health收跌8.14%,成交29.43亿美元。非盈利健康保险公司加州蓝盾公司(Blue Shield)周四表示,计划放弃CVS Health作为其药房福利管理机构的地位,与亚马逊和Cost Plus Drug Company等合作伙伴合作,提供上门送药服务和低价药品。此外CVS Health周四确认2023财年调整后EPS为8.50-8.70美元区间的预估。第13名沃尔玛收跌2.24%,成交28.1亿美元。沃尔玛营收、净利润等关键指标均超预期。受食品杂货业务和电商业务的推动,沃尔玛预计全年净销售额增长4.0%至4.5%,高于此前3.5%的预期,调整后每股收益6.36美元至6.46美元,高于之前的6.10美元至6.20美元的指引,也高于市场预期的6.28美元。不过,在电话会上,该公司高管发表了一些悲观评论,警告“今年剩余时间经济存在不确定性”,令其股价收跌。第14名思科收高3.34%,成交24.9亿美元。思科第四财季净营收为152.03亿美元,与上年同期的131.02亿美元相比增长16%;净利润为40亿美元,与上年同期的28亿美元相比增长41%;不按照美国通用会计准则的调整后净利润为47亿美元,与上年同期的34亿美元相比增长36%。思科第四财季营收和调整后每股收益均超出华尔街分析师此前预期,对2024财年第一财季和2024财年全年调整后每股收益的展望也均超出预期。第15名Netflix收跌3%,成交24.4亿美元。第16名埃克森美孚收高1.94%,成交18.17亿美元。瑞穗将埃克森美孚的目标股价从130美元上调至131美元。第19名联合健康收跌1.91%,成交14.9亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":204212539408544,"gmtCreate":1690864933946,"gmtModify":1690864936645,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/710282af93909fdbf24a21633a03799e","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v>","text":"$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/204212539408544","repostId":"1195558359","repostType":2,"repost":{"id":"1195558359","weMediaInfo":{"introduction":"中国最具影响力的财经新闻媒体《财经》携手道琼斯媒体集团,引入百年历史的《巴伦》(Barron's)独家内容,打造涵盖全球金融信息、市场动态、行业分析、公司研究及理财顾问评估的全球投资平台。","home_visible":1,"media_name":"巴伦周刊","id":"1063202233","head_image":"https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab"},"pubTimestamp":1690816596,"share":"https://www.laohu8.com/m/news/1195558359?lang=&edition=full","pubTime":"2023-07-31 23:16","market":"us","language":"zh","title":"80%成分股盈利超预期,美股还能继续涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1195558359","media":"巴伦周刊","summary":"上周标普500指数上涨1%,至4582点,道琼斯工业平均指数上涨0.7%,收于35459点,纳斯达克综合指数上涨2%,至14317点。标普500指数目前已从去年10月12日触及的52周低点上涨了28%,并在上周五创下52周新高,这意味着股市正处于牛市中。目前约一半的成分股公司公布了财报,盈利同比平均增长约3%,低于2022年第二季度的9%。不过,80%左右成分股公司的盈利超出预期。劳舍尔指出,今年迄今为止,标普500等权重指数仅上涨了9%,涨幅远低于标普500指数的20%。","content":"<html><head></head><body><blockquote>“同行业公司之间业绩表现的差异越来越明显。”</blockquote><p>美联储和经济数据已经被投资者抛在脑后,过去一周对美股市场来说只有一件事最重要——公司财报,而且财报表现不错,预计会继续推动股市上涨。 </p><p>上周标普500指数上涨1%,至4582点,道琼斯工业平均指数上涨0.7%,收于35459点,纳斯达克综合指数上涨2%,至14317点。 </p><p>标普500指数目前已从去年10月12日触及的52周低点上涨了28%,并在上周五创下52周新高,这意味着股市正处于牛市中。 </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/331e487e0b3ebefb4b9f2be56289bb1e\" alt=\"\" title=\"\" tg-width=\"697\" tg-height=\"422\"/></p><p>这可能看上去有点奇怪,尤其对空头来说,因为标普500指数成份股公司的盈利只能用一般来形容,不足以解释该指数大幅上涨的原因。目前约一半的成分股公司公布了财报,盈利同比平均增长约3%,低于2022年第二季度的9%。 </p><p>不过,80%左右成分股公司的盈利超出预期。虽然大多数公司的盈利通常都会超出预期,但80%的比例高于今年第一季度(略低于80%)和去年第二季度(略低于75%)。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c08c5fa3d35c7568af672a207783e91\" alt=\"\" title=\"\" tg-width=\"639\" tg-height=\"426\"/></p><p>BFR Research创始人布莱恩·劳舍尔(Brian Rauscher)说:“目前公司盈利没有出现大幅下滑的情况。”劳舍尔还称,他对盈利增长放缓的担忧已经消除。 </p><p>第二季度财报季还没有结束,也有可能最终会像一些策略师预计的那样出现盈利下降的情况,在财报季到来前,他们预计公司盈利将下降4%。零售商还没有公布财报。如果第二季度公司盈利下降,将是连续第二个季度下降,标志着“盈利衰退”。不过,由于同一行业公司业绩表现的差异较大,当前财报季结束时确实有可能出现整体盈利下降的的情况。 </p><p>劳舍尔说:“由于缺乏货币或财政刺激带来的巨大推动力,公司业绩表现的差异化越来越明显,在同一行业里,有些公司的业绩还不错,有些公司的业绩则没那么好。”</p><p>以通用电气(GE)和RTX (RTX)为例,这两家公司都生产航空发动机,但通用电气的股价在上周二公布财报后上涨了6.3%,RTX在同一天公布财报后却下跌了10%,为什么?因为RTX的一款航空发动机的质量出了问题。 </p><p>台积电(TSM)和英特尔(INTC)的走势也各不相同,前者在7月20日公布财报后股价下跌3.3%,后者上周五公布财报后上涨了5.7%,英特尔第二季度扭亏为盈的好消息盖过了投资者对芯片行业的周期性担忧。 </p><p>这一切都说明,目前的股市比投资者认为的要复杂得多。劳舍尔指出,今年迄今为止,标普500等权重指数仅上涨了9%,涨幅远低于标普500指数的20%。 </p><p>劳舍尔仍然看好大型科技公司,微软(MSFT)、Meta Platforms (META)、特斯拉(TSLA)和Alphabet (GOOGL)上周公布的财报表现都不错,但还不足以带动所有股票走高。 </p><p>上述公司的良好表现对本周公布财报的亚马逊(AMZN)和苹果(AAPL)来说是一个好兆头,目前非必需消费品公司的盈利较一年前增长速度最快,再加上消费者信心好于预期,这预示着该行业在2023年下半年会有良好表现。</p><p>总而言之,投资者可以不用担心公司财报了,它们的表现还不错,足以推动股市继续走高。</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>80%成分股盈利超预期,美股还能继续涨</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{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n80%成分股盈利超预期,美股还能继续涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1063202233\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">巴伦周刊 </p>\n<p class=\"h-time\">2023-07-31 23:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>“同行业公司之间业绩表现的差异越来越明显。”</blockquote><p>美联储和经济数据已经被投资者抛在脑后,过去一周对美股市场来说只有一件事最重要——公司财报,而且财报表现不错,预计会继续推动股市上涨。 </p><p>上周标普500指数上涨1%,至4582点,道琼斯工业平均指数上涨0.7%,收于35459点,纳斯达克综合指数上涨2%,至14317点。 </p><p>标普500指数目前已从去年10月12日触及的52周低点上涨了28%,并在上周五创下52周新高,这意味着股市正处于牛市中。 </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/331e487e0b3ebefb4b9f2be56289bb1e\" alt=\"\" title=\"\" tg-width=\"697\" tg-height=\"422\"/></p><p>这可能看上去有点奇怪,尤其对空头来说,因为标普500指数成份股公司的盈利只能用一般来形容,不足以解释该指数大幅上涨的原因。目前约一半的成分股公司公布了财报,盈利同比平均增长约3%,低于2022年第二季度的9%。 </p><p>不过,80%左右成分股公司的盈利超出预期。虽然大多数公司的盈利通常都会超出预期,但80%的比例高于今年第一季度(略低于80%)和去年第二季度(略低于75%)。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c08c5fa3d35c7568af672a207783e91\" alt=\"\" title=\"\" tg-width=\"639\" tg-height=\"426\"/></p><p>BFR Research创始人布莱恩·劳舍尔(Brian Rauscher)说:“目前公司盈利没有出现大幅下滑的情况。”劳舍尔还称,他对盈利增长放缓的担忧已经消除。 </p><p>第二季度财报季还没有结束,也有可能最终会像一些策略师预计的那样出现盈利下降的情况,在财报季到来前,他们预计公司盈利将下降4%。零售商还没有公布财报。如果第二季度公司盈利下降,将是连续第二个季度下降,标志着“盈利衰退”。不过,由于同一行业公司业绩表现的差异较大,当前财报季结束时确实有可能出现整体盈利下降的的情况。 </p><p>劳舍尔说:“由于缺乏货币或财政刺激带来的巨大推动力,公司业绩表现的差异化越来越明显,在同一行业里,有些公司的业绩还不错,有些公司的业绩则没那么好。”</p><p>以通用电气(GE)和RTX (RTX)为例,这两家公司都生产航空发动机,但通用电气的股价在上周二公布财报后上涨了6.3%,RTX在同一天公布财报后却下跌了10%,为什么?因为RTX的一款航空发动机的质量出了问题。 </p><p>台积电(TSM)和英特尔(INTC)的走势也各不相同,前者在7月20日公布财报后股价下跌3.3%,后者上周五公布财报后上涨了5.7%,英特尔第二季度扭亏为盈的好消息盖过了投资者对芯片行业的周期性担忧。 </p><p>这一切都说明,目前的股市比投资者认为的要复杂得多。劳舍尔指出,今年迄今为止,标普500等权重指数仅上涨了9%,涨幅远低于标普500指数的20%。 </p><p>劳舍尔仍然看好大型科技公司,微软(MSFT)、Meta Platforms (META)、特斯拉(TSLA)和Alphabet (GOOGL)上周公布的财报表现都不错,但还不足以带动所有股票走高。 </p><p>上述公司的良好表现对本周公布财报的亚马逊(AMZN)和苹果(AAPL)来说是一个好兆头,目前非必需消费品公司的盈利较一年前增长速度最快,再加上消费者信心好于预期,这预示着该行业在2023年下半年会有良好表现。</p><p>总而言之,投资者可以不用担心公司财报了,它们的表现还不错,足以推动股市继续走高。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195558359","content_text":"“同行业公司之间业绩表现的差异越来越明显。”美联储和经济数据已经被投资者抛在脑后,过去一周对美股市场来说只有一件事最重要——公司财报,而且财报表现不错,预计会继续推动股市上涨。 上周标普500指数上涨1%,至4582点,道琼斯工业平均指数上涨0.7%,收于35459点,纳斯达克综合指数上涨2%,至14317点。 标普500指数目前已从去年10月12日触及的52周低点上涨了28%,并在上周五创下52周新高,这意味着股市正处于牛市中。 这可能看上去有点奇怪,尤其对空头来说,因为标普500指数成份股公司的盈利只能用一般来形容,不足以解释该指数大幅上涨的原因。目前约一半的成分股公司公布了财报,盈利同比平均增长约3%,低于2022年第二季度的9%。 不过,80%左右成分股公司的盈利超出预期。虽然大多数公司的盈利通常都会超出预期,但80%的比例高于今年第一季度(略低于80%)和去年第二季度(略低于75%)。BFR Research创始人布莱恩·劳舍尔(Brian Rauscher)说:“目前公司盈利没有出现大幅下滑的情况。”劳舍尔还称,他对盈利增长放缓的担忧已经消除。 第二季度财报季还没有结束,也有可能最终会像一些策略师预计的那样出现盈利下降的情况,在财报季到来前,他们预计公司盈利将下降4%。零售商还没有公布财报。如果第二季度公司盈利下降,将是连续第二个季度下降,标志着“盈利衰退”。不过,由于同一行业公司业绩表现的差异较大,当前财报季结束时确实有可能出现整体盈利下降的的情况。 劳舍尔说:“由于缺乏货币或财政刺激带来的巨大推动力,公司业绩表现的差异化越来越明显,在同一行业里,有些公司的业绩还不错,有些公司的业绩则没那么好。”以通用电气(GE)和RTX (RTX)为例,这两家公司都生产航空发动机,但通用电气的股价在上周二公布财报后上涨了6.3%,RTX在同一天公布财报后却下跌了10%,为什么?因为RTX的一款航空发动机的质量出了问题。 台积电(TSM)和英特尔(INTC)的走势也各不相同,前者在7月20日公布财报后股价下跌3.3%,后者上周五公布财报后上涨了5.7%,英特尔第二季度扭亏为盈的好消息盖过了投资者对芯片行业的周期性担忧。 这一切都说明,目前的股市比投资者认为的要复杂得多。劳舍尔指出,今年迄今为止,标普500等权重指数仅上涨了9%,涨幅远低于标普500指数的20%。 劳舍尔仍然看好大型科技公司,微软(MSFT)、Meta Platforms (META)、特斯拉(TSLA)和Alphabet (GOOGL)上周公布的财报表现都不错,但还不足以带动所有股票走高。 上述公司的良好表现对本周公布财报的亚马逊(AMZN)和苹果(AAPL)来说是一个好兆头,目前非必需消费品公司的盈利较一年前增长速度最快,再加上消费者信心好于预期,这预示着该行业在2023年下半年会有良好表现。总而言之,投资者可以不用担心公司财报了,它们的表现还不错,足以推动股市继续走高。","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199826968072384,"gmtCreate":1689827465837,"gmtModify":1689827468466,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/710282af93909fdbf24a21633a03799e","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v>","text":"$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/199826968072384","repostId":"2352618120","repostType":2,"repost":{"id":"2352618120","pubTimestamp":1689819853,"share":"https://www.laohu8.com/m/news/2352618120?lang=&edition=full","pubTime":"2023-07-20 10:24","market":"hk","language":"zh","title":"去年25%、今年18.2%!特斯拉“全球价格战”的底气还有不少","url":"https://stock-news.laohu8.com/highlight/detail?id=2352618120","media":"华尔街见闻","summary":"历经长达一年的“全球价格战”,$特斯拉$毛利率已从去年同期的25%下降至今年Q2的18.2%,盈利能力遭到大幅挤压,但马斯克似乎仍底气十足。在马斯克发表评论后,特斯拉股价盘后跌逾4%,早前收盘时基本持平。财报显示,特斯拉Q2整体毛利率为18.2%,创16个季度以来的最低纪录,而Q1为19.3%,去年同期为25%。特斯拉重申了今年实现约180万辆汽车交付量的预期,但警告称,由于工厂升级,第三季度产量将略有下降。","content":"<html><head></head><body><blockquote><strong>“多轮大幅降价,使特斯拉在打造电动汽车城堡后处于优势地位,现在将进一步将其变现。”</strong></blockquote><p>历经长达一年的“全球价格战”,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>毛利率已从去年同期的25%下降至今年Q2的18.2%,盈利能力遭到大幅挤压,但马斯克似乎仍底气十足。</p><p>当地时间周三,马斯克在特斯拉Q2财报电话会上表示,将在“动荡时期”继续降价,即如果利率继续上升,特斯拉将继续降价。</p><p>马斯克告诉分析师:</p><blockquote>有时候似乎世界经济正在崩溃,但第二天又好像一切都正常了。我真不知道到底发生了什么。我们正处于动荡的时期。</blockquote><h2 id=\"id_2065846075\">“以价换量”策略发力,特斯拉巩固主导地位</h2><p>自去年年底以来,特斯拉已在美国、中国和其他主要市场多次降价,并实施更多折扣和其他激励措施,在去库存的同时,应对日益激烈的竞争和经济的不确定性。</p><p>“以价换量”的策略确实奏效,公司Q2收入和利润均超过预期,且期间的交付量创历史新高。</p><p>但与此同时,大幅降价也给特斯拉汽车毛利率造成了压力。</p><p>根据路透社的计算,<strong>第二季度,特斯拉不包括监管信贷的汽车毛利率从Q1的19%降至18.1%。相比之下,一年前这一数字为26%。</strong></p><p>一月份,特斯拉首席财务官Zachary Kirkhorn表示,他今年的汽车利润目标是20%(不包括监管信贷)。</p><p>但在电动汽车需求普遍放缓和库存膨胀的情况下,这一目标很难维持,Kirkhorn在4月份取消了这一预测。</p><p>根据特斯拉公布的数据,目前公司全球市场库存量为16天,高于上季度的15天和一年前的4天。</p><p>财报显示,<strong>特斯拉Q2整体毛利率为18.2%,创16个季度以来的最低纪录,而Q1为19.3%,去年同期为25%。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e815366b183fc2afce69f5c759e2ce0\" title=\"\" tg-width=\"1024\" tg-height=\"721\"/></p><p>尽管盈利能力遭到冲击,马斯克仍表示,特斯拉将牺牲利润率来推动销量增长。</p><p>对此,投行Wedbush分析师在一份报告中表示:</p><blockquote><strong>多轮大幅降价,使特斯拉在打造电动汽车城堡后处于优势地位,现在将进一步将其变现。</strong></blockquote><p>华尔街见闻此前文章提及,特斯拉Model Y登顶2023年Q1全球最畅销汽车,取代多年来占据这一宝座的丰田卡罗拉,这也是电动汽车首次成为全球销量冠军。</p><p>特斯拉重申了今年实现约180万辆汽车交付量的预期,但警告称,<strong>由于工厂升级,第三季度产量将略有下降。</strong></p><p>值得一提的是,在至关重要的中国市场,特斯拉由于缺乏新车型上市,在与本土车企的竞争开始焦灼起来,特斯拉可能不得不通过继续降价来吸引客户。</p><p>分析师表示,像Cybertruck这样的新车型也可以帮助特斯拉维持销量增长。不过,这款万众期待的电动皮卡可能需要明年才能大规模上市。</p></body></html>","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>去年25%、今年18.2%!特斯拉“全球价格战”的底气还有不少</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去年25%、今年18.2%!特斯拉“全球价格战”的底气还有不少\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-20 10:24 北京时间 <a href=https://wallstreetcn.com/articles/3693663><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“多轮大幅降价,使特斯拉在打造电动汽车城堡后处于优势地位,现在将进一步将其变现。”历经长达一年的“全球价格战”,特斯拉毛利率已从去年同期的25%下降至今年Q2的18.2%,盈利能力遭到大幅挤压,但马斯克似乎仍底气十足。当地时间周三,马斯克在特斯拉Q2财报电话会上表示,将在“动荡时期”继续降价,即如果利率继续上升,特斯拉将继续降价。马斯克告诉分析师:有时候似乎世界经济正在崩溃,但第二天又好像一切都...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3693663\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a84f95426fc9301e1eaca745e74c17cc","relate_stocks":{"LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4574":"无人驾驶","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4551":"寇图资本持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4581":"高盛持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4550":"红杉资本持仓","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","TSLA":"特斯拉","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS 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Kirkhorn表示,他今年的汽车利润目标是20%(不包括监管信贷)。但在电动汽车需求普遍放缓和库存膨胀的情况下,这一目标很难维持,Kirkhorn在4月份取消了这一预测。根据特斯拉公布的数据,目前公司全球市场库存量为16天,高于上季度的15天和一年前的4天。财报显示,特斯拉Q2整体毛利率为18.2%,创16个季度以来的最低纪录,而Q1为19.3%,去年同期为25%。尽管盈利能力遭到冲击,马斯克仍表示,特斯拉将牺牲利润率来推动销量增长。对此,投行Wedbush分析师在一份报告中表示:多轮大幅降价,使特斯拉在打造电动汽车城堡后处于优势地位,现在将进一步将其变现。华尔街见闻此前文章提及,特斯拉Model Y登顶2023年Q1全球最畅销汽车,取代多年来占据这一宝座的丰田卡罗拉,这也是电动汽车首次成为全球销量冠军。特斯拉重申了今年实现约180万辆汽车交付量的预期,但警告称,由于工厂升级,第三季度产量将略有下降。值得一提的是,在至关重要的中国市场,特斯拉由于缺乏新车型上市,在与本土车企的竞争开始焦灼起来,特斯拉可能不得不通过继续降价来吸引客户。分析师表示,像Cybertruck这样的新车型也可以帮助特斯拉维持销量增长。不过,这款万众期待的电动皮卡可能需要明年才能大规模上市。","news_type":1},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196646782550032,"gmtCreate":1689050254958,"gmtModify":1689050259032,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/710282af93909fdbf24a21633a03799e","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"666[财迷] [财迷] [财迷] all the best","listText":"666[财迷] [财迷] [财迷] all the best","text":"666[财迷] [财迷] [财迷] all the best","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/196646782550032","repostId":"1171309430","repostType":2,"repost":{"id":"1171309430","pubTimestamp":1689046896,"share":"https://www.laohu8.com/m/news/1171309430?lang=&edition=full","pubTime":"2023-07-11 11:41","market":"us","language":"zh","title":"美股焦点:控制“七姐妹”影响,纳指将于7月21日“特殊调权”","url":"https://stock-news.laohu8.com/highlight/detail?id=1171309430","media":"华尔街见闻","summary":"届时追踪纳指的基金将抛售权重下降的公司股票。","content":"<html><head></head><body><p style=\"text-align: justify;\">为解决最大成分股过分集中的问题,纳指将于本月晚些时候进行调整。</p><p style=\"text-align: justify;\">当地时间7月7日晚间,纳斯达克宣布,将对纳斯达克100指数(以下简称“纳指”)进行“特别重新平衡(special rebalance)”,通过重新分配权重以解决指数过度集中的问题。</p><p style=\"text-align: justify;\">此次调整将基于截至7月3日的流通股名单进行,具体调整方案将于7月14日宣布,并于7月21日收盘后进行,在7月24提开市前生效。该指数的变化将迫使追踪该指数的投资基金调整其投资组合,并出售在该指数中权重下降的公司股票。</p><p style=\"text-align: justify;\">纳指通常在每年12月重构,每个季度都有额外的重新平衡机会。纳斯达克交易所在声明中表示:</p><blockquote>如果确定有必要保持指数的完整性,可以随时进行特别的再平衡。</blockquote><p style=\"text-align: justify;\">自成立以来,纳指只进行过两次特殊调权,分别是1998年12月和2011年5月。根据再平衡规则,如果所占权重最大的几家公司(占该指数4.5%或以上权重)的综合权重超过48%,纳斯达克就将对指数进行调权,<strong>直至其在指数中的总权重不超过40%。</strong></p><p style=\"text-align: justify;\">今年以来,纳指已经上涨了38%,但这一涨幅主要来自于最大的七个权重股——微软、苹果、Alphabet、英伟达、亚马逊、META和特斯拉。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7380af05c4bc798033600cacf8ab5cf\" tg-width=\"640\" tg-height=\"656\"/></p><p style=\"text-align: justify;\">由于纳指的编制方法围绕着市值进行调整并确认,<strong>因此市值是影响权重的最大因素之一。</strong></p><p style=\"text-align: justify;\">截至7月7日,这七家公司已经占据纳指55%的权重。其中,微软的权重最高,为12.9%,其次为苹果(12.5%)、Alphabet(7.4%)、英伟达(7%)、亚马逊(6.9%)、特斯拉(4.5%)和Meta(4.3%)。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26dc6802048713c86bf768b591a465f5\" tg-width=\"624\" tg-height=\"402\"/></p><p style=\"text-align: justify;\">过度集中的权重使得纳指整体的表现掩盖了大多数股票的平淡,一些分析师和投资者都对此感到不安。</p><p style=\"text-align: justify;\"><a href=\"https://wallstreetcn.com/articles/3691290?keyword=%E4%B8%83%E5%A7%90%E5%A6%B9\" title=\"此前,\" class=\"\">此前,</a>华尔街最大空头分析师之一,摩根士丹利首席美国股票策略师Mike Wilson曾警告,“少数巨型股”的胜利正在掩盖市场上更广泛的痛苦:</p><blockquote>重大的重新定价已经发生......由低质量、周期性和小盘股主导。</blockquote><p style=\"text-align: justify;\">法国资产管理公司Tobam董事总经理Alex Cabrol表示,此前类似的情况都曾出现过严重的衰退:</p><blockquote>这没有意义。</blockquote><blockquote>这种现象的瓦解不是“是否”的问题,而是“何时”的问题。</blockquote><p style=\"text-align: justify;\">在权重重调消息宣布后,纳指“七姐妹”公司周一大部分下跌,亚马逊、Alphabet跌超2%,苹果、微软、特斯拉跌超1%,英伟达跌0.8%,仅有Meta上涨。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab7317eb403ea9e3aedba84c0cecf5ba\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c492bbaa87b52973182bc2de64c510a4\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","source":"live_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>美股焦点:控制“七姐妹”影响,纳指将于7月21日“特殊调权”</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; 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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美股焦点:控制“七姐妹”影响,纳指将于7月21日“特殊调权”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-11 11:41 北京时间 <a href=https://wallstreetcn.com/articles/3692951><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>为解决最大成分股过分集中的问题,纳指将于本月晚些时候进行调整。当地时间7月7日晚间,纳斯达克宣布,将对纳斯达克100指数(以下简称“纳指”)进行“特别重新平衡(special rebalance)”,通过重新分配权重以解决指数过度集中的问题。此次调整将基于截至7月3日的流通股名单进行,具体调整方案将于7月14日宣布,并于7月21日收盘后进行,在7月24提开市前生效。该指数的变化将迫使追踪该指数的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3692951\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8d7665b640c6daf26b451cc5367e24e1","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"https://wallstreetcn.com/articles/3692951","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1171309430","content_text":"为解决最大成分股过分集中的问题,纳指将于本月晚些时候进行调整。当地时间7月7日晚间,纳斯达克宣布,将对纳斯达克100指数(以下简称“纳指”)进行“特别重新平衡(special rebalance)”,通过重新分配权重以解决指数过度集中的问题。此次调整将基于截至7月3日的流通股名单进行,具体调整方案将于7月14日宣布,并于7月21日收盘后进行,在7月24提开市前生效。该指数的变化将迫使追踪该指数的投资基金调整其投资组合,并出售在该指数中权重下降的公司股票。纳指通常在每年12月重构,每个季度都有额外的重新平衡机会。纳斯达克交易所在声明中表示:如果确定有必要保持指数的完整性,可以随时进行特别的再平衡。自成立以来,纳指只进行过两次特殊调权,分别是1998年12月和2011年5月。根据再平衡规则,如果所占权重最大的几家公司(占该指数4.5%或以上权重)的综合权重超过48%,纳斯达克就将对指数进行调权,直至其在指数中的总权重不超过40%。今年以来,纳指已经上涨了38%,但这一涨幅主要来自于最大的七个权重股——微软、苹果、Alphabet、英伟达、亚马逊、META和特斯拉。由于纳指的编制方法围绕着市值进行调整并确认,因此市值是影响权重的最大因素之一。截至7月7日,这七家公司已经占据纳指55%的权重。其中,微软的权重最高,为12.9%,其次为苹果(12.5%)、Alphabet(7.4%)、英伟达(7%)、亚马逊(6.9%)、特斯拉(4.5%)和Meta(4.3%)。过度集中的权重使得纳指整体的表现掩盖了大多数股票的平淡,一些分析师和投资者都对此感到不安。此前,华尔街最大空头分析师之一,摩根士丹利首席美国股票策略师Mike Wilson曾警告,“少数巨型股”的胜利正在掩盖市场上更广泛的痛苦:重大的重新定价已经发生......由低质量、周期性和小盘股主导。法国资产管理公司Tobam董事总经理Alex Cabrol表示,此前类似的情况都曾出现过严重的衰退:这没有意义。这种现象的瓦解不是“是否”的问题,而是“何时”的问题。在权重重调消息宣布后,纳指“七姐妹”公司周一大部分下跌,亚马逊、Alphabet跌超2%,苹果、微软、特斯拉跌超1%,英伟达跌0.8%,仅有Meta上涨。","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193806135505016,"gmtCreate":1688367776324,"gmtModify":1688367777951,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/710282af93909fdbf24a21633a03799e","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v>","text":"$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193806135505016","repostId":"1192409763","repostType":2,"repost":{"id":"1192409763","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":1688363724,"share":"https://www.laohu8.com/m/news/1192409763?lang=&edition=full","pubTime":"2023-07-03 13:55","market":"us","language":"zh","title":"ETF流向 | 科技股重回高光时刻!美股上半年飙升,资金持续“进场”","url":"https://stock-news.laohu8.com/highlight/detail?id=1192409763","media":"老虎资讯综合","summary":"苹果上周五收盘时站稳3万亿美元关口,成为首家突破此高位的上市公司。资金流向方面,上周美股ETF整体呈现资金流入态势。纳斯达克100上半年累涨38.18%,创史上最大上半年涨幅。展望下半年,美国股市是否能够继续保持上涨势头,还取决于许多不确定因素。","content":"<html><head></head><body><p>回顾过去一周(6月26日-6月30日),美股三大指数全周、全月、全季度齐涨!<a href=\"https://laohu8.com/S/AAPL\">苹果</a>上周五收盘时站稳3万亿美元关口,成为首家突破此高位的上市公司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aeb0eb8faa3e5307df6d9420ede71b3f\" title=\"\" tg-width=\"962\" tg-height=\"148\"/></p><p><strong>资金流向方面,上周美股ETF整体呈现资金流入态势。</strong>据彭博数据显示,<a href=\"https://laohu8.com/S/SPY\">SPDR S&P 500 ETF Trust</a>、<a href=\"https://laohu8.com/S/VOO\">Vanguard S&P 500 ETF</a>、<a href=\"https://laohu8.com/S/VTI\">Vanguard Total Stock Market ETF</a>上周资金流入居前,分别净流入96.27亿美元、45.73亿美元、17.66亿美元;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad7919671be184bd59edeefc996c0e5e\" title=\"\" tg-width=\"3106\" tg-height=\"1075\"/></p><p style=\"text-align: justify;\">资金流出方面,据彭博数据显示,<a href=\"https://laohu8.com/S/IWD\">iShares Russell 1000 Value ETF</a>、<a href=\"https://laohu8.com/S/IWR\">iShares Russell Mid-Cap ETF</a>、<a href=\"https://laohu8.com/S/BBEU\">JPMorgan BetaBuilders Europe ETF</a>上周资金流出居前,分别净流出44.04亿美元、15.36亿美元、14.18亿美元;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/410828dfb9c5d164bf808ba9af738a1d\" title=\"\" tg-width=\"3191\" tg-height=\"1105\"/></p><p><strong>回顾上半年,</strong>美国股市表现出色,创下多项历史新高。在新冠疫情逐渐得到控制,经济复苏加速,企业盈利增长,政府和央行持续提供刺激政策的背景下,投资者对未来充满乐观信心,纷纷把资金投入到股市中,寻求更高的回报。</p><p>上半年纳指累涨31.73%,标普累涨15.91%,分别创1983年来和2019年来各自最大的上半年涨幅。纳斯达克100上半年累涨38.18%,创史上最大上半年涨幅。道指累涨3.8%,罗素2000累涨7.24%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a27dd7df897035e89cee2988cd7ff206\" title=\"纳指1972年来历年上半年累计涨跌表现\" tg-width=\"640\" tg-height=\"418\"/><span>纳指1972年来历年上半年累计涨跌表现</span></p><p>明星科技股上半年表现尤为强劲:<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>半年累涨约190%,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨约112%,苹果涨约49%,<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨约55%,<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨42%。AI板块今年迄今累涨超120%。热门中概股走势分化:<a href=\"https://laohu8.com/S/LI\">理想汽车</a>上半年累涨约72%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨约35%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌约36%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌15%,<a href=\"https://laohu8.com/S/JD\">京东</a>跌38%。</p><p><strong>展望下半年,</strong>美国股市是否能够继续保持上涨势头,还取决于许多不确定因素。例如,疫情变异、通胀压力、利率走势、企业盈利预期、政策风险等都可能对股市产生影响。</p><p>因此,投资者需要保持谨慎和灵活的态度,根据市场情况调整自己的投资策略,并分散风险。</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>ETF流向 | 科技股重回高光时刻!美股上半年飙升,资金持续“进场”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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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\">\nETF流向 | 科技股重回高光时刻!美股上半年飙升,资金持续“进场”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-07-03 13:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>回顾过去一周(6月26日-6月30日),美股三大指数全周、全月、全季度齐涨!<a href=\"https://laohu8.com/S/AAPL\">苹果</a>上周五收盘时站稳3万亿美元关口,成为首家突破此高位的上市公司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aeb0eb8faa3e5307df6d9420ede71b3f\" title=\"\" tg-width=\"962\" tg-height=\"148\"/></p><p><strong>资金流向方面,上周美股ETF整体呈现资金流入态势。</strong>据彭博数据显示,<a href=\"https://laohu8.com/S/SPY\">SPDR S&P 500 ETF Trust</a>、<a href=\"https://laohu8.com/S/VOO\">Vanguard S&P 500 ETF</a>、<a href=\"https://laohu8.com/S/VTI\">Vanguard Total Stock Market ETF</a>上周资金流入居前,分别净流入96.27亿美元、45.73亿美元、17.66亿美元;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad7919671be184bd59edeefc996c0e5e\" title=\"\" tg-width=\"3106\" tg-height=\"1075\"/></p><p style=\"text-align: justify;\">资金流出方面,据彭博数据显示,<a href=\"https://laohu8.com/S/IWD\">iShares Russell 1000 Value ETF</a>、<a href=\"https://laohu8.com/S/IWR\">iShares Russell Mid-Cap ETF</a>、<a href=\"https://laohu8.com/S/BBEU\">JPMorgan BetaBuilders Europe ETF</a>上周资金流出居前,分别净流出44.04亿美元、15.36亿美元、14.18亿美元;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/410828dfb9c5d164bf808ba9af738a1d\" title=\"\" tg-width=\"3191\" tg-height=\"1105\"/></p><p><strong>回顾上半年,</strong>美国股市表现出色,创下多项历史新高。在新冠疫情逐渐得到控制,经济复苏加速,企业盈利增长,政府和央行持续提供刺激政策的背景下,投资者对未来充满乐观信心,纷纷把资金投入到股市中,寻求更高的回报。</p><p>上半年纳指累涨31.73%,标普累涨15.91%,分别创1983年来和2019年来各自最大的上半年涨幅。纳斯达克100上半年累涨38.18%,创史上最大上半年涨幅。道指累涨3.8%,罗素2000累涨7.24%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a27dd7df897035e89cee2988cd7ff206\" title=\"纳指1972年来历年上半年累计涨跌表现\" tg-width=\"640\" tg-height=\"418\"/><span>纳指1972年来历年上半年累计涨跌表现</span></p><p>明星科技股上半年表现尤为强劲:<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>半年累涨约190%,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨约112%,苹果涨约49%,<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨约55%,<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨42%。AI板块今年迄今累涨超120%。热门中概股走势分化:<a href=\"https://laohu8.com/S/LI\">理想汽车</a>上半年累涨约72%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨约35%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌约36%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌15%,<a href=\"https://laohu8.com/S/JD\">京东</a>跌38%。</p><p><strong>展望下半年,</strong>美国股市是否能够继续保持上涨势头,还取决于许多不确定因素。例如,疫情变异、通胀压力、利率走势、企业盈利预期、政策风险等都可能对股市产生影响。</p><p>因此,投资者需要保持谨慎和灵活的态度,根据市场情况调整自己的投资策略,并分散风险。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8fd5271ba4885dabd7633b23dfb3304b","relate_stocks":{"SPY":"标普500ETF","VOO":"Vanguard标普500ETF","TTTN":"老虎中美互联网巨头ETF","03086":"华夏纳指"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192409763","content_text":"回顾过去一周(6月26日-6月30日),美股三大指数全周、全月、全季度齐涨!苹果上周五收盘时站稳3万亿美元关口,成为首家突破此高位的上市公司。资金流向方面,上周美股ETF整体呈现资金流入态势。据彭博数据显示,SPDR S&P 500 ETF Trust、Vanguard S&P 500 ETF、Vanguard Total Stock Market ETF上周资金流入居前,分别净流入96.27亿美元、45.73亿美元、17.66亿美元;资金流出方面,据彭博数据显示,iShares Russell 1000 Value ETF、iShares Russell Mid-Cap ETF、JPMorgan BetaBuilders Europe ETF上周资金流出居前,分别净流出44.04亿美元、15.36亿美元、14.18亿美元;回顾上半年,美国股市表现出色,创下多项历史新高。在新冠疫情逐渐得到控制,经济复苏加速,企业盈利增长,政府和央行持续提供刺激政策的背景下,投资者对未来充满乐观信心,纷纷把资金投入到股市中,寻求更高的回报。上半年纳指累涨31.73%,标普累涨15.91%,分别创1983年来和2019年来各自最大的上半年涨幅。纳斯达克100上半年累涨38.18%,创史上最大上半年涨幅。道指累涨3.8%,罗素2000累涨7.24%。纳指1972年来历年上半年累计涨跌表现明星科技股上半年表现尤为强劲:英伟达半年累涨约190%,特斯拉涨约112%,苹果涨约49%,亚马逊涨约55%,微软涨42%。AI板块今年迄今累涨超120%。热门中概股走势分化:理想汽车上半年累涨约72%,小鹏汽车涨约35%,哔哩哔哩跌约36%,拼多多跌15%,京东跌38%。展望下半年,美国股市是否能够继续保持上涨势头,还取决于许多不确定因素。例如,疫情变异、通胀压力、利率走势、企业盈利预期、政策风险等都可能对股市产生影响。因此,投资者需要保持谨慎和灵活的态度,根据市场情况调整自己的投资策略,并分散风险。","news_type":1},"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192791851773960,"gmtCreate":1688097836374,"gmtModify":1688097839084,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/710282af93909fdbf24a21633a03799e","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/OXY\">$西方石油(OXY)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/OXY\">$西方石油(OXY)$ </a><v-v data-views=\"1\"></v-v>","text":"$西方石油(OXY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/192791851773960","repostId":"1124255353","repostType":2,"repost":{"id":"1124255353","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇","id":"3","head_image":"https://static.tigerbbs.com/24397cd0a72f485e9734d658c5a0841d"},"pubTimestamp":1688097130,"share":"https://www.laohu8.com/m/news/1124255353?lang=&edition=full","pubTime":"2023-06-30 11:52","market":"us","language":"zh","title":"巴菲特又加仓西方石油!持股比例升至25%,60美元以下买入的逻辑是什么?","url":"https://stock-news.laohu8.com/highlight/detail?id=1124255353","media":"格隆汇","summary":"不到一个月又再增持当地时间周三,“股神”巴菲特旗下的伯克希尔哈撒韦公司表示,已收购西方石油公司更多股份,对其的持有股份提高至25%以上。截至目前,伯克希尔哈撒韦公司持有西方石油公司2.241亿股股票,根据周三收盘价计算,该持仓价值约129亿美元,持股比例为25.1%。随后二季度,巴菲特将西方石油全部清仓,若以西方石油当季度股价平均值14.7美元,亏损约5.5亿美元。","content":"<html><head></head><body><blockquote>不到一个月又再增持</blockquote><p>当地时间周三,“股神”巴菲特旗下的伯克希尔哈撒韦公司表示,已收购西方石油公司更多股份,对其的持有股份提高至25%以上。</p><p>受此影响,西方石油收涨1.84%,报58.52美元/股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/470487d76d9e2b5856ba19affc496223\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>优先股减少至92亿美元</strong></p><p>监管机构的一份文件显示,<strong>6月26日-28日期间,伯克希尔支付了约1.221亿美元购买了214万股西方石油股票,平均买入价格为每股约57.05美元。<br/></strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39e9f1f15655edac7cf7d109b9a3e9e6\" tg-width=\"959\" tg-height=\"714\"/></p><p>巴菲特上一次买入西方石油还是在今年5月30日,当时,伯克希尔还购买了约466万股西方公司股票。这也意味着,巴菲特在不到一个月的时间内又选择了增持。</p><p>截至目前,伯克希尔哈撒韦公司持有西方石油公司2.241亿股股票,根据周三收盘价计算,该持仓价值约129亿美元,持股比例为25.1%。如果再加上还未行权的8386万股的普通股认股权证,伯克希尔的持股比例将高达32.4%。</p><p><strong>文件还显示,西方石油公司最近赎回了伯克希尔哈撒韦公司持有的约1.6亿美元的股息率为8%的优先股,为此支付了10%的溢价。最新的赎回后,伯克希尔目前持有约92亿美元的西方石油优先股。</strong></p><p><strong>60美元以下买入</strong></p><p style=\"text-align: left;\"><strong>回顾巴菲特与西方石油的历程,</strong>2019年4月,在巴菲特100亿美元资金的支持下,西方石油成功以380亿美元收购阿纳达科。</p><p><strong>而巴菲特也获得了100亿美元的西方石油优先股,股息率为8%,并附加了普通股的认股权证,能以59.62美元的价格购买8386万股股票。</strong></p><p>2019年下半年,西方石油股价大幅下挫,巴菲特趁机加仓,巴菲特从二级市场买入西方石油总股数为1893万股(不包括100亿美元的优先股),买入成本价约43.8美元,共耗资约8.3亿美元。</p><p>然而,2020年一季度,新冠爆发,原油价格暴跌,甚至出现负油价的情况,西方石油股价也跟随走低,一度跌至8.38美元/股。</p><p>随后二季度,巴菲特将西方石油全部清仓,若以西方石油当季度股价平均值14.7美元,亏损约5.5亿美元。</p><p>去年,俄乌冲突爆发,引发石油供需不平衡,国际油价大幅上涨,布伦特原油期货一度触及133.12美元/桶,WTI原油期货一度到达130.5美元/桶。</p><p>西方石油股价也开始上涨,去年8月触及高点76.36美元/股,巴菲特开始逐步买入西方石油。同时,去年8月,伯克希尔获得监管部门的批准,可以购买最多达50%的西方石油股份。</p><p>不过,在今年的股东大会上,巴菲特表示:“我们不会提出任何控制西方石油的要约,但我们喜欢所拥有的股票,对现在的持股量很满意。我们将来可能会、也可能不会,买入更多的西方石油股票。我们有在原始交易中获得的大量西方石油股票的认股权证,大约每股59美元,而且认股权证的持续时间很长,我很高兴我们有这些。”</p><p>同时,巴菲特还表示,非常喜欢西方石油在二叠纪盆地的资源和行业地位,非常喜欢公司的管理层,对他们也很熟悉。</p><p>今年以来,全球央行持续加息,经济衰退预期影响油价。尽管OPEC宣布减产,但油价仍然在一路下跌,华尔街大行高盛也3次下调未来油价预测值。最新的WTI 8月原油期货报69.86美元/桶,布伦特8月原油期货报74.34美元/桶。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dcf6eb4e3d60ea1e8767212de2602e8e\" tg-width=\"760\" tg-height=\"141\"/></p><p>西方石油股价开始震荡走低,今年迄今累计下跌6.54%,与标准普尔500指数能源指数的表现大体一致。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdf60386b663021f26ee4a067e0468ba\" tg-width=\"1832\" tg-height=\"867\"/></p><p>总结来看,<strong>在过去一年的大部分时间里,当西方石油股价跌至60美元以下时,巴菲特就会选择买入,而巴菲特持有的认股权证的行权价格也并未超过60美元,这可能就是巴菲特买入西方石油的一个锚定价格。</strong></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>巴菲特又加仓西方石油!持股比例升至25%,60美元以下买入的逻辑是什么?</title>\n<style 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}\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巴菲特又加仓西方石油!持股比例升至25%,60美元以下买入的逻辑是什么?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/24397cd0a72f485e9734d658c5a0841d);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇 </p>\n<p class=\"h-time\">2023-06-30 11:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>不到一个月又再增持</blockquote><p>当地时间周三,“股神”巴菲特旗下的伯克希尔哈撒韦公司表示,已收购西方石油公司更多股份,对其的持有股份提高至25%以上。</p><p>受此影响,西方石油收涨1.84%,报58.52美元/股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/470487d76d9e2b5856ba19affc496223\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>优先股减少至92亿美元</strong></p><p>监管机构的一份文件显示,<strong>6月26日-28日期间,伯克希尔支付了约1.221亿美元购买了214万股西方石油股票,平均买入价格为每股约57.05美元。<br/></strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39e9f1f15655edac7cf7d109b9a3e9e6\" tg-width=\"959\" tg-height=\"714\"/></p><p>巴菲特上一次买入西方石油还是在今年5月30日,当时,伯克希尔还购买了约466万股西方公司股票。这也意味着,巴菲特在不到一个月的时间内又选择了增持。</p><p>截至目前,伯克希尔哈撒韦公司持有西方石油公司2.241亿股股票,根据周三收盘价计算,该持仓价值约129亿美元,持股比例为25.1%。如果再加上还未行权的8386万股的普通股认股权证,伯克希尔的持股比例将高达32.4%。</p><p><strong>文件还显示,西方石油公司最近赎回了伯克希尔哈撒韦公司持有的约1.6亿美元的股息率为8%的优先股,为此支付了10%的溢价。最新的赎回后,伯克希尔目前持有约92亿美元的西方石油优先股。</strong></p><p><strong>60美元以下买入</strong></p><p style=\"text-align: left;\"><strong>回顾巴菲特与西方石油的历程,</strong>2019年4月,在巴菲特100亿美元资金的支持下,西方石油成功以380亿美元收购阿纳达科。</p><p><strong>而巴菲特也获得了100亿美元的西方石油优先股,股息率为8%,并附加了普通股的认股权证,能以59.62美元的价格购买8386万股股票。</strong></p><p>2019年下半年,西方石油股价大幅下挫,巴菲特趁机加仓,巴菲特从二级市场买入西方石油总股数为1893万股(不包括100亿美元的优先股),买入成本价约43.8美元,共耗资约8.3亿美元。</p><p>然而,2020年一季度,新冠爆发,原油价格暴跌,甚至出现负油价的情况,西方石油股价也跟随走低,一度跌至8.38美元/股。</p><p>随后二季度,巴菲特将西方石油全部清仓,若以西方石油当季度股价平均值14.7美元,亏损约5.5亿美元。</p><p>去年,俄乌冲突爆发,引发石油供需不平衡,国际油价大幅上涨,布伦特原油期货一度触及133.12美元/桶,WTI原油期货一度到达130.5美元/桶。</p><p>西方石油股价也开始上涨,去年8月触及高点76.36美元/股,巴菲特开始逐步买入西方石油。同时,去年8月,伯克希尔获得监管部门的批准,可以购买最多达50%的西方石油股份。</p><p>不过,在今年的股东大会上,巴菲特表示:“我们不会提出任何控制西方石油的要约,但我们喜欢所拥有的股票,对现在的持股量很满意。我们将来可能会、也可能不会,买入更多的西方石油股票。我们有在原始交易中获得的大量西方石油股票的认股权证,大约每股59美元,而且认股权证的持续时间很长,我很高兴我们有这些。”</p><p>同时,巴菲特还表示,非常喜欢西方石油在二叠纪盆地的资源和行业地位,非常喜欢公司的管理层,对他们也很熟悉。</p><p>今年以来,全球央行持续加息,经济衰退预期影响油价。尽管OPEC宣布减产,但油价仍然在一路下跌,华尔街大行高盛也3次下调未来油价预测值。最新的WTI 8月原油期货报69.86美元/桶,布伦特8月原油期货报74.34美元/桶。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dcf6eb4e3d60ea1e8767212de2602e8e\" tg-width=\"760\" tg-height=\"141\"/></p><p>西方石油股价开始震荡走低,今年迄今累计下跌6.54%,与标准普尔500指数能源指数的表现大体一致。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdf60386b663021f26ee4a067e0468ba\" tg-width=\"1832\" tg-height=\"867\"/></p><p>总结来看,<strong>在过去一年的大部分时间里,当西方石油股价跌至60美元以下时,巴菲特就会选择买入,而巴菲特持有的认股权证的行权价格也并未超过60美元,这可能就是巴菲特买入西方石油的一个锚定价格。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"OXY":"西方石油"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124255353","content_text":"不到一个月又再增持当地时间周三,“股神”巴菲特旗下的伯克希尔哈撒韦公司表示,已收购西方石油公司更多股份,对其的持有股份提高至25%以上。受此影响,西方石油收涨1.84%,报58.52美元/股。优先股减少至92亿美元监管机构的一份文件显示,6月26日-28日期间,伯克希尔支付了约1.221亿美元购买了214万股西方石油股票,平均买入价格为每股约57.05美元。巴菲特上一次买入西方石油还是在今年5月30日,当时,伯克希尔还购买了约466万股西方公司股票。这也意味着,巴菲特在不到一个月的时间内又选择了增持。截至目前,伯克希尔哈撒韦公司持有西方石油公司2.241亿股股票,根据周三收盘价计算,该持仓价值约129亿美元,持股比例为25.1%。如果再加上还未行权的8386万股的普通股认股权证,伯克希尔的持股比例将高达32.4%。文件还显示,西方石油公司最近赎回了伯克希尔哈撒韦公司持有的约1.6亿美元的股息率为8%的优先股,为此支付了10%的溢价。最新的赎回后,伯克希尔目前持有约92亿美元的西方石油优先股。60美元以下买入回顾巴菲特与西方石油的历程,2019年4月,在巴菲特100亿美元资金的支持下,西方石油成功以380亿美元收购阿纳达科。而巴菲特也获得了100亿美元的西方石油优先股,股息率为8%,并附加了普通股的认股权证,能以59.62美元的价格购买8386万股股票。2019年下半年,西方石油股价大幅下挫,巴菲特趁机加仓,巴菲特从二级市场买入西方石油总股数为1893万股(不包括100亿美元的优先股),买入成本价约43.8美元,共耗资约8.3亿美元。然而,2020年一季度,新冠爆发,原油价格暴跌,甚至出现负油价的情况,西方石油股价也跟随走低,一度跌至8.38美元/股。随后二季度,巴菲特将西方石油全部清仓,若以西方石油当季度股价平均值14.7美元,亏损约5.5亿美元。去年,俄乌冲突爆发,引发石油供需不平衡,国际油价大幅上涨,布伦特原油期货一度触及133.12美元/桶,WTI原油期货一度到达130.5美元/桶。西方石油股价也开始上涨,去年8月触及高点76.36美元/股,巴菲特开始逐步买入西方石油。同时,去年8月,伯克希尔获得监管部门的批准,可以购买最多达50%的西方石油股份。不过,在今年的股东大会上,巴菲特表示:“我们不会提出任何控制西方石油的要约,但我们喜欢所拥有的股票,对现在的持股量很满意。我们将来可能会、也可能不会,买入更多的西方石油股票。我们有在原始交易中获得的大量西方石油股票的认股权证,大约每股59美元,而且认股权证的持续时间很长,我很高兴我们有这些。”同时,巴菲特还表示,非常喜欢西方石油在二叠纪盆地的资源和行业地位,非常喜欢公司的管理层,对他们也很熟悉。今年以来,全球央行持续加息,经济衰退预期影响油价。尽管OPEC宣布减产,但油价仍然在一路下跌,华尔街大行高盛也3次下调未来油价预测值。最新的WTI 8月原油期货报69.86美元/桶,布伦特8月原油期货报74.34美元/桶。西方石油股价开始震荡走低,今年迄今累计下跌6.54%,与标准普尔500指数能源指数的表现大体一致。总结来看,在过去一年的大部分时间里,当西方石油股价跌至60美元以下时,巴菲特就会选择买入,而巴菲特持有的认股权证的行权价格也并未超过60美元,这可能就是巴菲特买入西方石油的一个锚定价格。","news_type":1},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192779713867896,"gmtCreate":1688094887920,"gmtModify":1688094889613,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/710282af93909fdbf24a21633a03799e","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v>","text":"$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/192779713867896","repostId":"1111578801","repostType":2,"repost":{"id":"1111578801","pubTimestamp":1688092638,"share":"https://www.laohu8.com/m/news/1111578801?lang=&edition=full","pubTime":"2023-06-30 10:37","market":"sh","language":"zh","title":"下半年股价有望“翻倍”股在此!比尔·盖茨、王孝安、丘栋荣早已埋伏其中!","url":"https://stock-news.laohu8.com/highlight/detail?id=1111578801","media":"证券市场红周刊","summary":"中航电测表示,本次重组后,公司将新增航空装备整机及部附件研制生产业务。同为新能源公司的高测股份,也同样被券商给出了股价有望翻倍上涨的预期。比尔·盖茨、王孝安、丘栋荣已提前入驻对于券商所极力看好的公司,翻看公司大股东名单,不少知名机构或投资人早已埋伏其中。今年以来,淳中科技股价走势表现不俗,年内涨幅已超过60%。","content":"<html><head></head><body><p>今年上半年,全球经济复苏预期分化且反复,市场波动加大,行业轮动频繁。但整体来看,虽然指数始终徘徊在3000点附近,个股走势却是精彩纷呈,截至目前,年内有94家A股公司的股价实现了翻倍上涨。</p><p>归纳来看,上半年超额收益多诞生于科技和“中特估”领域。<strong>下半年,主流观点认为,随着国内经济持续恢复及产业政策的落地,市场结构性机会有望逐渐增加,数字科技和“中特估”主线全年不变。同时,有悲观预期修正行业的超跌反弹机会也值得关注。</strong></p><p>结合最新券商观点,国轩高科、高测股份等个股股价已经被给予了翻倍增长的预期。且对于不少券商极力看好的公司,如比尔·盖茨、王孝安、丘栋荣等国内外知名机构或个人投资者,都早已埋伏其中。</p><p><strong>科技、“中字头”交相辉映</strong></p><p><strong>上半年轮番上涨</strong></p><p>截至6月28日,统计年内各指数的表现,上证指数小幅上涨3.24%,沪深300指数和创业板指则分别下跌了0.8%和7.02%。在此背景下,全A市场中有2491家公司跑赢上证指数,<strong>而剔除今年以来刚上市的次新股,共有94家公司的股价实现了翻倍上涨。</strong></p><p>随着AI行情的活跃,一众相关概念公司集体走强,<strong>联特科技年初以来累计涨幅接近600%</strong>(见图1),鸿博股份、剑桥科技、中际旭创、曙光数创等公司,年内的阶段涨幅也均超过了400%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2bac04cf2624ad0821e75888a3882716\" alt=\"\" title=\"\" tg-width=\"845\" tg-height=\"396\"/></p><p><strong>除了科技类公司股价走势一马当先,不少“中字头”企业同样不甘示弱</strong>,如中科信息,其前身为中科院成都计算机应用研究所,主营以智能识别及分析技术为核心,为客户提供信息化解决方案及相关服务,4月中旬以来股价强势上涨,至今年内已录得345.39%的累计涨幅。</p><p>再如隶属头部军工集团“中航系”的中航电测,以一场重组为导火索,股价从波澜不惊到一鸣惊人。2月2日中航电测宣布复牌后,就此打破此前长期的“稳定”,股价连续收获8个一字涨停板,且此后也仍继续上探多日,3月10日盘中最高触及64.88元。中航电测表示,本次重组后,公司将新增航空装备整机及部附件研制生产业务。实现上市公司主营业务转型,增强上市公司抗风险能力及持续盈利能力,提升上市公司股东投资回报。</p><p>与此同时,<strong>中国科传、中远海科、中船科技、中国出版、中科曙光等“中字头”公司,年初至今也均相继斩获了成倍的增长</strong>。</p><p><strong>下半年科技、“中特估”主线不改</strong></p><p><strong>前期调整的新能源板块有望卷土重来</strong></p><p>上半年收官在即,下半年A股市场的投资机会将围绕哪些主线展开?</p><p>各大券商等主流观点认为,在经济增长动能逐步回升、经济结构调整继续深化、宏观政策释放更强“稳增长”信号、产业政策精准落地等背景下,<strong>技术取得关键突破、具备广阔市场空间的科技领域有望继续获得资金青睐。央国企价值提升思路清晰,“中特估”主线也仍有绩优领域值得被挖掘。</strong>与此同时,随着绿色发展步伐加快,<strong>新能源板块的结构性机会</strong>也同样得到了券商的高度认可。</p><p>当前,我国已陆续出台了多项人工智能领域的支持政策,涉及相关法律保障、技术体系标准、人才梯队建设、应用落地指引等多个维度。近期,多个一线大城市宣布积极布局人工智能行业,发展速度有望进一步加快。从产业链看,基础层的算力提升与模型研发具有举足轻重的地位。<strong>据测算,到2026年末,我国智能算力水平将有望突破1200百亿亿次浮点运算/秒。在终端需求上,基于人工智能的应用与产品将呈现迅猛增长态势,“数字+”、智能化等赛道会逐渐火热</strong>。</p><p>随着中国特色估值体系概念的提出,相关政策与指引陆续出台,国企改革与价值提升建设进一步加力。从估值看,中央国有企业估值相对民营企业存在较大的提升空间,以6月27日的股价统计,中央国有企业、民营企业、全部A股的市盈率分别为9.46倍、25.3倍、14.03倍;市净率分别为0.96倍、2.91倍、1.5倍。<strong>在“稳增长、扩内需”的基调下,大型基础设施建设类央企、国企业绩增长预期走高,估值提升空间仍相对更大</strong>。</p><p>另外,绿色发展推进清洁能源布局,当前我国对绿色发展的重点领域主要集中于能源、工业、交通运输、城乡建设、钢铁、有色金属、水泥等方面。万联证券表示,下半年也可从能源安全和低碳发展两条主线推进产业布局,细分产业可重点关注海上风电产业和储能产业。</p><p><strong>73家公司当前股价较券商目标价</strong></p><p><strong>存超50%上涨空间</strong></p><p>从券商预测情况来看,进入6月份以来,已有640家公司被券商给出了买入评级,但明确了目标价的只有324家公司。<strong>将公司最新收盘价与目标价进行对比,有73家公司券商预判未来股价有望较目前增长超过50%(见表1)。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/039742aef54f929bb9cf5b47a739243c\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"2734\"/></p><p><strong>新能源、储能概念公司国轩高科,自去年下半年以来股价表现并不乐观,6月28日收盘价为26.92元,但6月15日,瑞银证券分析师沈微给出的公司目标价却高达60元,上涨空间超过了100%。</strong></p><p>翻看公司今年一季度的业绩,71.77亿元的营业收入同比增长83.26%;7560.95万元的净利润同比增长134.78%,业绩成长性优异。东吴证券认为,目前电动车仍为估值、预期最低点,但行业需求已开始逐步好转。华西证券也表示,2023年国内新能源汽车产销量环比逐步向好,随着相关政策持续支持,以及优质供给的增加推动电动车性价比不断提升,国内电动化率将继续深化,渗透率提高的空间仍较为广阔,由此有望带动全产业链的需求增长,中长期高成长性不变。</p><p><strong>同为新能源公司的高测股份,也同样被券商给出了股价有望翻倍上涨的预期。</strong>6月25日,广发证券有研报观点表示,考虑到切片产能逐步释放,并受益于电池技术和切割技术的不断进步,给出了公司2023年30倍的PE,对应目标价为111.16元。对比来看,相较6月28日53.3元的收盘价,上涨空间约108.56%。</p><p>根据公司2022年年报披露,年末公司硅片切割加工服务产能规模已达21GW,预计2023年年末该业务产能可达38GW,公司与英发睿能、东方日升等签订切片代工战略合作框架协议,产能消化能力强。</p><p>与此同时,<strong>AI概念股淳中科技、沪电股份、万兴科技,数字资产概念股石基信息、指南针、广联达;“中字头”央企中国太保、中国平安、中材科技等公司,近期券商给出的目标价也均较当前收盘价拥有超过50%的上涨预期。</strong></p><p><strong>比尔·盖茨、王孝安、丘栋荣已提前入驻</strong></p><p>对于券商所极力看好的公司,翻看公司大股东名单,不少知名机构或投资人早已埋伏其中。</p><p>如<strong>淳中科技,2022年四季度,由丘栋荣管理的中庚价值先锋股票型基金以新进姿态出现在公司前十大股东阵营,且今年一季度,其持仓又再度增持了102.53万股</strong>(见图2)。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ca924ad805322e7c4b4eaef58f09330\" alt=\"\" title=\"\" tg-width=\"844\" tg-height=\"429\"/></p><p>今年以来,淳中科技股价走势表现不俗,年内涨幅已超过60%。虽然6月6日以来股价有所调整,但国泰君安还是给出了41.53元的目标价,不仅较当前收盘价空间不菲,相较6月2日盘中创出的25.1元阶段高点,也同样具备约65%的上涨空间。</p><p><strong>对炒概念颇为热衷,近期强烈看好科技领域的超级牛散王孝安,今年一季度期间则对万兴科技完成了建仓。季度末以150万股的持仓位居公司第七大股东</strong>(见图3)。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4fb37e1107e05bb137c915e94633204\" alt=\"\" title=\"\" tg-width=\"847\" tg-height=\"413\"/></p><p>今年以来,万兴科技随市场对AI概念的炒作股价快速上涨,年内涨幅一度超过400%。但6月21日以来,公司股价却走出了连续多天的调整行情。不过,6月25日,国元证券分析师耿军军还是对公司给出了买入评级,理由是公司是全球领先的新生代数字创意赋能者,积极拥抱AIGC新机遇,未来持续成长空间较为广阔。</p><p>而公司此前股价的大幅上涨,也或为王孝安带来了不菲的浮盈,今年一季度末,王孝安的持仓市值为1.14亿元,假设其目前尚未减持,则以最新收盘价统计,最新持仓市值也超过了1.7亿元。</p><p><strong>“中字头”公司中材科技则长期得到了美国前首富比尔·盖茨的青睐</strong>,自2020年二季度末至今年一季度末,比尔及梅琳达盖茨信托基金会始终位居公司前十大股东之列(见图4)。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ead250eb16fbbd75bda3938f03ec18d\" alt=\"\" title=\"\" tg-width=\"846\" tg-height=\"325\"/></p><p><strong>(文中提及个股仅为举例分析,不做买卖推荐。)</strong></p></body></html>","source":"lsy1571701096748","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>下半年股价有望“翻倍”股在此!比尔·盖茨、王孝安、丘栋荣早已埋伏其中!</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n下半年股价有望“翻倍”股在此!比尔·盖茨、王孝安、丘栋荣早已埋伏其中!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-30 10:37 北京时间 <a href=https://mp.weixin.qq.com/s/DaycCIJu3IQcetKWBTtkXg><strong>证券市场红周刊</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年上半年,全球经济复苏预期分化且反复,市场波动加大,行业轮动频繁。但整体来看,虽然指数始终徘徊在3000点附近,个股走势却是精彩纷呈,截至目前,年内有94家A股公司的股价实现了翻倍上涨。归纳来看,上半年超额收益多诞生于科技和“中特估”领域。下半年,主流观点认为,随着国内经济持续恢复及产业政策的落地,市场结构性机会有望逐渐增加,数字科技和“中特估”主线全年不变。同时,有悲观预期修正行业的超跌反弹...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/DaycCIJu3IQcetKWBTtkXg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/DaycCIJu3IQcetKWBTtkXg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111578801","content_text":"今年上半年,全球经济复苏预期分化且反复,市场波动加大,行业轮动频繁。但整体来看,虽然指数始终徘徊在3000点附近,个股走势却是精彩纷呈,截至目前,年内有94家A股公司的股价实现了翻倍上涨。归纳来看,上半年超额收益多诞生于科技和“中特估”领域。下半年,主流观点认为,随着国内经济持续恢复及产业政策的落地,市场结构性机会有望逐渐增加,数字科技和“中特估”主线全年不变。同时,有悲观预期修正行业的超跌反弹机会也值得关注。结合最新券商观点,国轩高科、高测股份等个股股价已经被给予了翻倍增长的预期。且对于不少券商极力看好的公司,如比尔·盖茨、王孝安、丘栋荣等国内外知名机构或个人投资者,都早已埋伏其中。科技、“中字头”交相辉映上半年轮番上涨截至6月28日,统计年内各指数的表现,上证指数小幅上涨3.24%,沪深300指数和创业板指则分别下跌了0.8%和7.02%。在此背景下,全A市场中有2491家公司跑赢上证指数,而剔除今年以来刚上市的次新股,共有94家公司的股价实现了翻倍上涨。随着AI行情的活跃,一众相关概念公司集体走强,联特科技年初以来累计涨幅接近600%(见图1),鸿博股份、剑桥科技、中际旭创、曙光数创等公司,年内的阶段涨幅也均超过了400%。除了科技类公司股价走势一马当先,不少“中字头”企业同样不甘示弱,如中科信息,其前身为中科院成都计算机应用研究所,主营以智能识别及分析技术为核心,为客户提供信息化解决方案及相关服务,4月中旬以来股价强势上涨,至今年内已录得345.39%的累计涨幅。再如隶属头部军工集团“中航系”的中航电测,以一场重组为导火索,股价从波澜不惊到一鸣惊人。2月2日中航电测宣布复牌后,就此打破此前长期的“稳定”,股价连续收获8个一字涨停板,且此后也仍继续上探多日,3月10日盘中最高触及64.88元。中航电测表示,本次重组后,公司将新增航空装备整机及部附件研制生产业务。实现上市公司主营业务转型,增强上市公司抗风险能力及持续盈利能力,提升上市公司股东投资回报。与此同时,中国科传、中远海科、中船科技、中国出版、中科曙光等“中字头”公司,年初至今也均相继斩获了成倍的增长。下半年科技、“中特估”主线不改前期调整的新能源板块有望卷土重来上半年收官在即,下半年A股市场的投资机会将围绕哪些主线展开?各大券商等主流观点认为,在经济增长动能逐步回升、经济结构调整继续深化、宏观政策释放更强“稳增长”信号、产业政策精准落地等背景下,技术取得关键突破、具备广阔市场空间的科技领域有望继续获得资金青睐。央国企价值提升思路清晰,“中特估”主线也仍有绩优领域值得被挖掘。与此同时,随着绿色发展步伐加快,新能源板块的结构性机会也同样得到了券商的高度认可。当前,我国已陆续出台了多项人工智能领域的支持政策,涉及相关法律保障、技术体系标准、人才梯队建设、应用落地指引等多个维度。近期,多个一线大城市宣布积极布局人工智能行业,发展速度有望进一步加快。从产业链看,基础层的算力提升与模型研发具有举足轻重的地位。据测算,到2026年末,我国智能算力水平将有望突破1200百亿亿次浮点运算/秒。在终端需求上,基于人工智能的应用与产品将呈现迅猛增长态势,“数字+”、智能化等赛道会逐渐火热。随着中国特色估值体系概念的提出,相关政策与指引陆续出台,国企改革与价值提升建设进一步加力。从估值看,中央国有企业估值相对民营企业存在较大的提升空间,以6月27日的股价统计,中央国有企业、民营企业、全部A股的市盈率分别为9.46倍、25.3倍、14.03倍;市净率分别为0.96倍、2.91倍、1.5倍。在“稳增长、扩内需”的基调下,大型基础设施建设类央企、国企业绩增长预期走高,估值提升空间仍相对更大。另外,绿色发展推进清洁能源布局,当前我国对绿色发展的重点领域主要集中于能源、工业、交通运输、城乡建设、钢铁、有色金属、水泥等方面。万联证券表示,下半年也可从能源安全和低碳发展两条主线推进产业布局,细分产业可重点关注海上风电产业和储能产业。73家公司当前股价较券商目标价存超50%上涨空间从券商预测情况来看,进入6月份以来,已有640家公司被券商给出了买入评级,但明确了目标价的只有324家公司。将公司最新收盘价与目标价进行对比,有73家公司券商预判未来股价有望较目前增长超过50%(见表1)。新能源、储能概念公司国轩高科,自去年下半年以来股价表现并不乐观,6月28日收盘价为26.92元,但6月15日,瑞银证券分析师沈微给出的公司目标价却高达60元,上涨空间超过了100%。翻看公司今年一季度的业绩,71.77亿元的营业收入同比增长83.26%;7560.95万元的净利润同比增长134.78%,业绩成长性优异。东吴证券认为,目前电动车仍为估值、预期最低点,但行业需求已开始逐步好转。华西证券也表示,2023年国内新能源汽车产销量环比逐步向好,随着相关政策持续支持,以及优质供给的增加推动电动车性价比不断提升,国内电动化率将继续深化,渗透率提高的空间仍较为广阔,由此有望带动全产业链的需求增长,中长期高成长性不变。同为新能源公司的高测股份,也同样被券商给出了股价有望翻倍上涨的预期。6月25日,广发证券有研报观点表示,考虑到切片产能逐步释放,并受益于电池技术和切割技术的不断进步,给出了公司2023年30倍的PE,对应目标价为111.16元。对比来看,相较6月28日53.3元的收盘价,上涨空间约108.56%。根据公司2022年年报披露,年末公司硅片切割加工服务产能规模已达21GW,预计2023年年末该业务产能可达38GW,公司与英发睿能、东方日升等签订切片代工战略合作框架协议,产能消化能力强。与此同时,AI概念股淳中科技、沪电股份、万兴科技,数字资产概念股石基信息、指南针、广联达;“中字头”央企中国太保、中国平安、中材科技等公司,近期券商给出的目标价也均较当前收盘价拥有超过50%的上涨预期。比尔·盖茨、王孝安、丘栋荣已提前入驻对于券商所极力看好的公司,翻看公司大股东名单,不少知名机构或投资人早已埋伏其中。如淳中科技,2022年四季度,由丘栋荣管理的中庚价值先锋股票型基金以新进姿态出现在公司前十大股东阵营,且今年一季度,其持仓又再度增持了102.53万股(见图2)。今年以来,淳中科技股价走势表现不俗,年内涨幅已超过60%。虽然6月6日以来股价有所调整,但国泰君安还是给出了41.53元的目标价,不仅较当前收盘价空间不菲,相较6月2日盘中创出的25.1元阶段高点,也同样具备约65%的上涨空间。对炒概念颇为热衷,近期强烈看好科技领域的超级牛散王孝安,今年一季度期间则对万兴科技完成了建仓。季度末以150万股的持仓位居公司第七大股东(见图3)。今年以来,万兴科技随市场对AI概念的炒作股价快速上涨,年内涨幅一度超过400%。但6月21日以来,公司股价却走出了连续多天的调整行情。不过,6月25日,国元证券分析师耿军军还是对公司给出了买入评级,理由是公司是全球领先的新生代数字创意赋能者,积极拥抱AIGC新机遇,未来持续成长空间较为广阔。而公司此前股价的大幅上涨,也或为王孝安带来了不菲的浮盈,今年一季度末,王孝安的持仓市值为1.14亿元,假设其目前尚未减持,则以最新收盘价统计,最新持仓市值也超过了1.7亿元。“中字头”公司中材科技则长期得到了美国前首富比尔·盖茨的青睐,自2020年二季度末至今年一季度末,比尔及梅琳达盖茨信托基金会始终位居公司前十大股东之列(见图4)。(文中提及个股仅为举例分析,不做买卖推荐。)","news_type":1},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191121634725896,"gmtCreate":1687679070150,"gmtModify":1687679073704,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/710282af93909fdbf24a21633a03799e","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"666666666666666666666","listText":"666666666666666666666","text":"666666666666666666666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/191121634725896","isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190418901647632,"gmtCreate":1687514514377,"gmtModify":1687514519036,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/710282af93909fdbf24a21633a03799e","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"[流泪] [流泪] [流泪] [害羞] [害羞] [害羞] [生气] [真香] [生气] [惊讶] [害羞] [害羞] ","listText":"[流泪] [流泪] [流泪] [害羞] [害羞] [害羞] [生气] [真香] [生气] [惊讶] [害羞] [害羞] ","text":"[流泪] [流泪] [流泪] [害羞] [害羞] [害羞] [生气] [真香] [生气] [惊讶] [害羞] [害羞]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/190418901647632","isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190339851984904,"gmtCreate":1687495211050,"gmtModify":1687495214092,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/710282af93909fdbf24a21633a03799e","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"[呆住] [流泪] <a href=\"https://ttm.financial/S/66002\">$腾讯高盛三乙牛W.C(66002)$ </a>","listText":"[呆住] [流泪] <a href=\"https://ttm.financial/S/66002\">$腾讯高盛三乙牛W.C(66002)$ </a>","text":"[呆住] [流泪] 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,apple.....","images":[{"img":"https://community-static.tradeup.com/news/a1d86312dda1cd2c875cacdeb2d3197b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/9967384803","isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":190418901647632,"gmtCreate":1687514514377,"gmtModify":1687514519036,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/710282af93909fdbf24a21633a03799e","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"[流泪] [流泪] [流泪] [害羞] [害羞] [害羞] [生气] [真香] [生气] [惊讶] [害羞] [害羞] ","listText":"[流泪] [流泪] [流泪] [害羞] [害羞] [害羞] [生气] [真香] [生气] [惊讶] [害羞] [害羞] ","text":"[流泪] [流泪] [流泪] [害羞] [害羞] [害羞] [生气] [真香] [生气] [惊讶] [害羞] [害羞]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/190418901647632","isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962363534,"gmtCreate":1669724983928,"gmtModify":1676538229694,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/710282af93909fdbf24a21633a03799e","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ERY\">$二倍做空能源ETF-Direxion(ERY)$ </a>","listText":"<a href=\"https://ttm.financial/S/ERY\">$二倍做空能源ETF-Direxion(ERY)$ </a>","text":"$二倍做空能源ETF-Direxion(ERY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/9962363534","repostId":"1118970436","repostType":4,"repost":{"id":"1118970436","pubTimestamp":1669715726,"share":"https://www.laohu8.com/m/news/1118970436?lang=&edition=full","pubTime":"2022-11-29 17:55","market":"us","language":"zh","title":"高盛:对冲基金正在大规模做空能源股","url":"https://stock-news.laohu8.com/highlight/detail?id=1118970436","media":"华尔街见闻","summary":"与此同时,基金经理们还在押注做多科技股。","content":"<html><head></head><body><blockquote>与此同时,基金经理们还在押注做多科技股。</blockquote><p>能源股价创下新高之际,美国对冲基金正在押注其未来将下跌。</p><p>高盛最新季度对冲基金监控报告指出,<b>能源股正在成为对冲基金经理们最热衷于做空的板块,做空与做多的比例达到了6:1</b></p><blockquote>在过去8个交易日中,美国能源股有7个交易日被净卖出,而上周的名义净卖出是5个多月来最大的。</blockquote><p>以埃克森美孚为代表的美国能源股本月正在创下新高。自2020年夏天跌至30美元以来,今年埃克森美孚的股价已经翻了一番。</p><p>尽管近期油价触及了2021年12月份以来的低点,但本周一媒体报道称,沙特和其他石油生产国考虑采取新的减产措施,<b>当日油价出现反弹,市场对油价后续上涨的预期回升。</b></p><p><b>尽管能源股已经成为标普指数中表现最佳的板块,</b>这似乎也并不影响对冲基金对该板块进行做空。</p><p><img src=\"https://static.tigerbbs.com/b2516886d325ce75ebd91b94fee77f56\" tg-width=\"640\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/></p><p>高盛表示,能源股的多空比已从今年1月的2.38峰值稳步降至1.83,与去年相比,目前的多空比在第二百分位。</p><p>在所有做空的情况里,美国能源指数相对于标普指数的超配/减持指数每周变动幅度为-0.69%,与过去一年相比处于第32个百分位,与过去五年相比处于第65个百分位。</p><p><img src=\"https://static.tigerbbs.com/38ab64c9780e43ea85e78aa915ac35d6\" tg-width=\"500\" tg-height=\"272\" referrerpolicy=\"no-referrer\"/></p><p>在过去一周,能源股占美国对冲基金净风险敞口的百分比下降到4.57%,而总风险敞口的比例保持相对不变。</p><p>与过去一年相比,能源在总风险净敞口中所占的比例仍然保持在89%的较高水平,占总风险敞口的比例也保持在86%;与过去五年相比,这两个比例也分别有72%和63%。</p><p><img src=\"https://static.tigerbbs.com/bc624e1dc87377e7b93eab6f8e2e23a7\" tg-width=\"500\" tg-height=\"269\" referrerpolicy=\"no-referrer\"/></p><p>押注能源股下跌之际,<b>对冲基金们仍然在科技股多头上加倍下注,尽管后者今年以来已经大幅回撤。</b></p><p>高盛报告称,由于Alpha和Beta环境都充满挑战,今年以来对冲基金平均下跌了5%。较低的风险敞口帮助对冲基金缓解了标普500指数今年下跌16%造成的压力。</p><p>此外,宏观基金的表现普遍优于股票基金,前者年初至今的回报率为9%,而股票基金的平均回报率为-12%。</p></body></html>","source":"live_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>高盛:对冲基金正在大规模做空能源股</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; 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.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高盛:对冲基金正在大规模做空能源股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-29 17:55 北京时间 <a href=https://wallstreetcn.com/articles/3676160><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>与此同时,基金经理们还在押注做多科技股。能源股价创下新高之际,美国对冲基金正在押注其未来将下跌。高盛最新季度对冲基金监控报告指出,能源股正在成为对冲基金经理们最热衷于做空的板块,做空与做多的比例达到了6:1在过去8个交易日中,美国能源股有7个交易日被净卖出,而上周的名义净卖出是5个多月来最大的。以埃克森美孚为代表的美国能源股本月正在创下新高。自2020年夏天跌至30美元以来,今年埃克森美孚的股价...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3676160\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0a033eb4274d626957a9cd0e5ccc313e","relate_stocks":{"ERY":"二倍做空能源ETF-Direxion"},"source_url":"https://wallstreetcn.com/articles/3676160","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1118970436","content_text":"与此同时,基金经理们还在押注做多科技股。能源股价创下新高之际,美国对冲基金正在押注其未来将下跌。高盛最新季度对冲基金监控报告指出,能源股正在成为对冲基金经理们最热衷于做空的板块,做空与做多的比例达到了6:1在过去8个交易日中,美国能源股有7个交易日被净卖出,而上周的名义净卖出是5个多月来最大的。以埃克森美孚为代表的美国能源股本月正在创下新高。自2020年夏天跌至30美元以来,今年埃克森美孚的股价已经翻了一番。尽管近期油价触及了2021年12月份以来的低点,但本周一媒体报道称,沙特和其他石油生产国考虑采取新的减产措施,当日油价出现反弹,市场对油价后续上涨的预期回升。尽管能源股已经成为标普指数中表现最佳的板块,这似乎也并不影响对冲基金对该板块进行做空。高盛表示,能源股的多空比已从今年1月的2.38峰值稳步降至1.83,与去年相比,目前的多空比在第二百分位。在所有做空的情况里,美国能源指数相对于标普指数的超配/减持指数每周变动幅度为-0.69%,与过去一年相比处于第32个百分位,与过去五年相比处于第65个百分位。在过去一周,能源股占美国对冲基金净风险敞口的百分比下降到4.57%,而总风险敞口的比例保持相对不变。与过去一年相比,能源在总风险净敞口中所占的比例仍然保持在89%的较高水平,占总风险敞口的比例也保持在86%;与过去五年相比,这两个比例也分别有72%和63%。押注能源股下跌之际,对冲基金们仍然在科技股多头上加倍下注,尽管后者今年以来已经大幅回撤。高盛报告称,由于Alpha和Beta环境都充满挑战,今年以来对冲基金平均下跌了5%。较低的风险敞口帮助对冲基金缓解了标普500指数今年下跌16%造成的压力。此外,宏观基金的表现普遍优于股票基金,前者年初至今的回报率为9%,而股票基金的平均回报率为-12%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968351236,"gmtCreate":1669144319325,"gmtModify":1676538157347,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/710282af93909fdbf24a21633a03799e","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/FUND/SG9999005961.SGD\">$富敦新加坡货币市场基金 A SGD(SG9999005961.SGD)$ </a>","listText":"<a href=\"https://ttm.financial/FUND/SG9999005961.SGD\">$富敦新加坡货币市场基金 A SGD(SG9999005961.SGD)$ </a>","text":"$富敦新加坡货币市场基金 A SGD(SG9999005961.SGD)$","images":[{"img":"https://community-static.tradeup.com/news/28b7a0aaf453c8edd987bc2275b438c6","width":"1080","height":"2978"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968351236","isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9967294668,"gmtCreate":1670331566855,"gmtModify":1676538345427,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/710282af93909fdbf24a21633a03799e","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SHOP\">$Shopify Inc(SHOP)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/SHOP\">$Shopify Inc(SHOP)$ </a><v-v data-views=\"1\"></v-v>","text":"$Shopify Inc(SHOP)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9967294668","repostId":"2289140682","repostType":2,"repost":{"id":"2289140682","pubTimestamp":1670276940,"share":"https://www.laohu8.com/m/news/2289140682?lang=&edition=full","pubTime":"2022-12-06 05:49","market":"us","language":"en","title":"2 Stock-Split Stocks That Could Double Your Money in 5 Years","url":"https://stock-news.laohu8.com/highlight/detail?id=2289140682","media":"Motley Fool","summary":"Fast-growing end markets should help these companies sustain their impressive momentum.","content":"<html><body><div><p>Several technology companies opted for stock splits in 2022 in a bid to make their shares more attractive to investors amid the broader stock market sell-off.</p><p>A stock split is basically a cosmetic move that reduces a company's stock price while proportionally increasing the number of shares outstanding. Individual shareholders gain shares of the company but each share is worth less, so the overall holding remains unchanged. It does nothing to alter the fundamentals of the company making the split or affect its prospects going forward. Still, some of the companies that went down this route in 2022 may be on their way to delivering handsome returns to investors in the long run.</p><p><strong>Shopify</strong> <span>(SHOP<span> -5.27%</span>)</span> and <strong><a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a></strong> <span>(PANW<span> -1.56%</span>)</span> are two businesses that executed stock splits in 2022. Let's look at the reasons why these two companies could double investors' money over the next five years.</p><h2>1. Shopify</h2><p>Shopify executed its 10-for-1 stock split on June 28. Shares of the e-commerce platform provider have been on a roller-coaster ride ever since, but the good part is that they are up roughly 23% since the split was executed.</p><div><app :collapse_on_load=\"false\" :instrument_id=\"335227\" :show_benchmark_compare=\"false\" amount_change=\"-2.27\" average_volume=\"27,733,085\" company_name=\"Shopify\" current_price=\"40.79\" daily_high=\"43.70\" daily_low=\"40.41\" default_period=\"OneMonth\" dividend_yield=\"N/A\" exchange=\"NYSE\" fifty_two_week_high=\"153.60\" fifty_two_week_low=\"23.63\" gross_margin=\"53.04\" logo=\"https://g.foolcdn.com/art/companylogos/mark/SHOP.png\" market_cap=\"$55B\" pe_ratio=\"29.69\" percent_change=\"-5.27\" quote=\"{'instrument_id': 335227, 'name': 'Shopify', 'exchange': 'NYSE', 'symbol': 'SHOP', 'primary': True, 'quote_data': {'amount_change': {'Currency': 1, 'Amount': '-2.27'}, 'current_price': {'Currency': 1, 'Amount': '40.79'}, 'percent_change': '-5.27', 'market_cap': '$55B', 'daily_low': '40.41', 'daily_high': '43.70', 'fifty_two_week_low': '23.63', 'fifty_two_week_high': '153.60', 'volume': '5,185', 'average_volume': '27,733,085', 'pe_ratio': '29.69', 'last_trade_date': datetime.datetime(2022, 12, 5, 16, 0, tzinfo=datetime.timezone(datetime.timedelta(days=-1, seconds=68400), 'EST')), 'dividend_yield': '', 'gross_margin': '53.04'}}\" symbol=\"SHOP\" volume=\"5,185\"></app></div><p>To be fair, Shopify stock is in red-hot form on the market lately, gaining over 60% since the beginning of October and crushing the <strong>Nasdaq Composite</strong>'s return of 8%. Investors can expect Shopify to remain a top performer in the long run as well because it is serving the fast-growing e-commerce market in various ways.</p><div><div></div></div><p>From helping merchants start their online businesses with its website tools to assisting them in selling their products across multiple e-commerce platforms, as well as providing infrastructure for payments and shipping, Shopify is in a nice position to take advantage of the e-commerce market's growth. Not surprisingly, the company's offerings are seeing healthy demand from merchants, which was evident from the 22% year-over-year increase in its revenue to $1.4 billion in the third quarter.</p><p>Its merchant solutions revenue was up 26% year over year during Q3 to nearly $990 million, driven by the growing adoption of its services such as Shopify Payments, Shopify Capital, and Shopify Markets, which the company says is a cross-border e-commerce management tool that allows sellers to sell their products internationally.</p><p>Now, the cross-border e-commerce market is expected to clock an annual growth rate of 26% through 2030. Similarly, the e-commerce payments space is expected to post annual growth of 11.5% through 2028. Therefore, the demand for Shopify's solutions should head higher in the long run thanks to the expansion of the e-commerce market. Additionally, the company's steps to bolster its fulfillment network business should be another tailwind.</p><p>All this explains why Shopify's top line could grow at a solid pace over the next three years.</p><div><div></div></div><p><img src=\"https://media.ycharts.com/charts/57d86be5a7d22bd59c7e662cae5aabf0.png\"/></p><p>SHOP Revenue Estimates for Current Fiscal Year data by YCharts</p><p>More specifically, Shopify's revenue is estimated to jump 22% in 2023 and 25% in 2024. If the company clocks 20% annual revenue growth over the next five years, its top line could soar from this year's estimated $5.5 billion to nearly $14 billion in 2027. Shopify is trading at 10.4 times sales right now, which represents a discount to its five-year average price-to-sales ratio of 31. Assuming a similar sales multiple in five years would translate into a market capitalization of $145 billion, which would be more than double Shopify's current market cap of $55 billion.</p><p>As a result, this stock-split play seems built for long-term growth and investors may want to take advantage of the relatively cheap valuation it is trading at right now.</p><h2>2. Palo Alto Networks</h2><p>Palo Alto Networks split its stock 3-for-1 on Sept. 13. Shares of the cybersecurity specialist have slipped 5% since the split, but the company's recent results and the solid revenue pipeline suggest that it could soar higher over the next five years.</p><div><div></div></div><div><app :collapse_on_load=\"false\" :instrument_id=\"273529\" :show_benchmark_compare=\"false\" amount_change=\"-2.70\" average_volume=\"4,660,842\" company_name=\"Palo Alto Networks\" current_price=\"169.99\" daily_high=\"173.23\" daily_low=\"168.46\" default_period=\"OneMonth\" dividend_yield=\"N/A\" exchange=\"NASDAQ\" fifty_two_week_high=\"213.63\" fifty_two_week_low=\"140.07\" gross_margin=\"69.34\" logo=\"https://g.foolcdn.com/art/companylogos/mark/PANW.png\" market_cap=\"$52B\" pe_ratio=\"\" percent_change=\"-1.56\" quote=\"{'instrument_id': 273529, 'name': 'Palo Alto Networks', 'exchange': 'NASDAQ', 'symbol': 'PANW', 'primary': False, 'quote_data': {'amount_change': {'Currency': 1, 'Amount': '-2.70'}, 'current_price': {'Currency': 1, 'Amount': '169.99'}, 'percent_change': '-1.56', 'market_cap': '$52B', 'daily_low': '168.46', 'daily_high': '173.23', 'fifty_two_week_low': '140.07', 'fifty_two_week_high': '213.63', 'volume': '42', 'average_volume': '4,660,842', 'pe_ratio': '', 'last_trade_date': datetime.datetime(2022, 12, 5, 21, 0), 'dividend_yield': '', 'gross_margin': '69.34'}}\" symbol=\"PANW\" volume=\"42\"></app></div><p>Palo Alto released its fiscal 2023 first-quarter results on Nov. 17. The company reported impressive top- and bottom-line growth that exceeded analysts' expectations. More importantly, Palo Alto guided for healthy revenue growth of 25.5% to $6.88 billion in the current fiscal year. The secular expansion of the cybersecurity market and Palo Alto's market share should help it sustain a high level of growth in the next five years.</p><p>The cybersecurity market is expected to add $93 billion in annual revenue over the next five years, generating annual revenue of $266 billion by 2027. Palo Alto has impressive market share in fast-growing cybersecurity niches that should help it corner a nice chunk of this opportunity. For instance, the company's share of the cybersecurity appliances market stands at nearly 30%.</p><p>Palo Alto's healthy market share explains why its annualized recurring revenue (ARR) has been rising at a terrific pace. The ARR is the annualized value of customer contracts that are in force on the final day of the quarter. The company reported $2.1 billion in ARR at the end of the previous quarter, up 67% over the prior-year period. Palo Alto's remaining performance obligations, which refer to the total value of customer contracts that are yet to be fulfilled, increased 38% year over year last quarter to $8.3 billion.</p><p>The strong revenue pipeline shows why Palo Alto's top line is expected to grow nicely in the coming years.</p><p><img src=\"https://media.ycharts.com/charts/5422065b2b35d0984641016729983d93.png\"/></p><p>PANW Revenue Estimates for Current Fiscal Year data by YCharts</p><p>Analysts expect Palo Alto's revenue to increase by 22% in fiscal 2024, followed by a 19% jump in fiscal 2025 to $9.96 billion. If the company clocks revenue growth of even 15% in fiscal years 2026 and 2027, its top line would soar to $13 billion. Multiplying the projected revenue after five years with Palo Alto's five-year average price-to-sales multiple of 8.5 would translate into a market capitalization of $110 billion.</p><p>Palo Alto's current market cap is $52 billion. So, this cybersecurity stock has the potential to double investors' money over the next five years thanks to the impressive catalysts it is sitting on.</p><div></div></div></body></html>","source":"fool_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>2 Stock-Split Stocks That Could Double Your Money in 5 Years</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\">\n2 Stock-Split Stocks That Could Double Your Money in 5 Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-06 05:49 GMT+8 <a href=https://www.fool.com/investing/2022/12/06/2-stock-split-stocks-that-could-double-your-money/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Several technology companies opted for stock splits in 2022 in a bid to make their shares more attractive to investors amid the broader stock market sell-off.A stock split is basically a cosmetic move...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/06/2-stock-split-stocks-that-could-double-your-money/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F711770%2Fman-woman-celebrating-with-cash-in-a-car.jpg&op=resize&w=165&h=104","relate_stocks":{"BK4116":"互联网服务与基础架构","BK4528":"SaaS概念","BK4551":"寇图资本持仓","BK4110":"抵押房地产投资信托","BK4524":"宅经济概念","BK4566":"资本集团","BK4532":"文艺复兴科技持仓","ARR":"ARMOUR住宅房地产公司","BK4548":"巴美列捷福持仓","SHOP":"Shopify Inc"},"source_url":"https://www.fool.com/investing/2022/12/06/2-stock-split-stocks-that-could-double-your-money/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2289140682","content_text":"Several technology companies opted for stock splits in 2022 in a bid to make their shares more attractive to investors amid the broader stock market sell-off.A stock split is basically a cosmetic move that reduces a company's stock price while proportionally increasing the number of shares outstanding. Individual shareholders gain shares of the company but each share is worth less, so the overall holding remains unchanged. It does nothing to alter the fundamentals of the company making the split or affect its prospects going forward. Still, some of the companies that went down this route in 2022 may be on their way to delivering handsome returns to investors in the long run.Shopify (SHOP -5.27%) and Palo Alto Networks (PANW -1.56%) are two businesses that executed stock splits in 2022. Let's look at the reasons why these two companies could double investors' money over the next five years.1. ShopifyShopify executed its 10-for-1 stock split on June 28. Shares of the e-commerce platform provider have been on a roller-coaster ride ever since, but the good part is that they are up roughly 23% since the split was executed.To be fair, Shopify stock is in red-hot form on the market lately, gaining over 60% since the beginning of October and crushing the Nasdaq Composite's return of 8%. Investors can expect Shopify to remain a top performer in the long run as well because it is serving the fast-growing e-commerce market in various ways.From helping merchants start their online businesses with its website tools to assisting them in selling their products across multiple e-commerce platforms, as well as providing infrastructure for payments and shipping, Shopify is in a nice position to take advantage of the e-commerce market's growth. Not surprisingly, the company's offerings are seeing healthy demand from merchants, which was evident from the 22% year-over-year increase in its revenue to $1.4 billion in the third quarter.Its merchant solutions revenue was up 26% year over year during Q3 to nearly $990 million, driven by the growing adoption of its services such as Shopify Payments, Shopify Capital, and Shopify Markets, which the company says is a cross-border e-commerce management tool that allows sellers to sell their products internationally.Now, the cross-border e-commerce market is expected to clock an annual growth rate of 26% through 2030. Similarly, the e-commerce payments space is expected to post annual growth of 11.5% through 2028. Therefore, the demand for Shopify's solutions should head higher in the long run thanks to the expansion of the e-commerce market. Additionally, the company's steps to bolster its fulfillment network business should be another tailwind.All this explains why Shopify's top line could grow at a solid pace over the next three years.SHOP Revenue Estimates for Current Fiscal Year data by YChartsMore specifically, Shopify's revenue is estimated to jump 22% in 2023 and 25% in 2024. If the company clocks 20% annual revenue growth over the next five years, its top line could soar from this year's estimated $5.5 billion to nearly $14 billion in 2027. Shopify is trading at 10.4 times sales right now, which represents a discount to its five-year average price-to-sales ratio of 31. Assuming a similar sales multiple in five years would translate into a market capitalization of $145 billion, which would be more than double Shopify's current market cap of $55 billion.As a result, this stock-split play seems built for long-term growth and investors may want to take advantage of the relatively cheap valuation it is trading at right now.2. Palo Alto NetworksPalo Alto Networks split its stock 3-for-1 on Sept. 13. Shares of the cybersecurity specialist have slipped 5% since the split, but the company's recent results and the solid revenue pipeline suggest that it could soar higher over the next five years.Palo Alto released its fiscal 2023 first-quarter results on Nov. 17. The company reported impressive top- and bottom-line growth that exceeded analysts' expectations. More importantly, Palo Alto guided for healthy revenue growth of 25.5% to $6.88 billion in the current fiscal year. The secular expansion of the cybersecurity market and Palo Alto's market share should help it sustain a high level of growth in the next five years.The cybersecurity market is expected to add $93 billion in annual revenue over the next five years, generating annual revenue of $266 billion by 2027. Palo Alto has impressive market share in fast-growing cybersecurity niches that should help it corner a nice chunk of this opportunity. For instance, the company's share of the cybersecurity appliances market stands at nearly 30%.Palo Alto's healthy market share explains why its annualized recurring revenue (ARR) has been rising at a terrific pace. The ARR is the annualized value of customer contracts that are in force on the final day of the quarter. The company reported $2.1 billion in ARR at the end of the previous quarter, up 67% over the prior-year period. Palo Alto's remaining performance obligations, which refer to the total value of customer contracts that are yet to be fulfilled, increased 38% year over year last quarter to $8.3 billion.The strong revenue pipeline shows why Palo Alto's top line is expected to grow nicely in the coming years.PANW Revenue Estimates for Current Fiscal Year data by YChartsAnalysts expect Palo Alto's revenue to increase by 22% in fiscal 2024, followed by a 19% jump in fiscal 2025 to $9.96 billion. If the company clocks revenue growth of even 15% in fiscal years 2026 and 2027, its top line would soar to $13 billion. Multiplying the projected revenue after five years with Palo Alto's five-year average price-to-sales multiple of 8.5 would translate into a market capitalization of $110 billion.Palo Alto's current market cap is $52 billion. So, this cybersecurity stock has the potential to double investors' money over the next five years thanks to the impressive catalysts it is sitting on.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919879067,"gmtCreate":1663790918359,"gmtModify":1676537335216,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/710282af93909fdbf24a21633a03799e","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/AAPL 20220923 162.5 CALL\">$AAPL 20220923 162.5 CALL$</a> my apple is said","listText":"<a href=\"https://ttm.financial/OPT/AAPL 20220923 162.5 CALL\">$AAPL 20220923 162.5 CALL$</a> my apple is said","text":"$AAPL 20220923 162.5 CALL$ my apple is said","images":[{"img":"https://community-static.tradeup.com/news/3ac5b2924ca430fd307307b4e1745853","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9919879067","isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9931234351,"gmtCreate":1662464669273,"gmtModify":1676537065847,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/710282af93909fdbf24a21633a03799e","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"I see some hope.💰<a href=\"https://ttm.financial/S/LULU\">$lululemon athletica(LULU)$</a>","listText":"I see some hope.💰<a href=\"https://ttm.financial/S/LULU\">$lululemon athletica(LULU)$</a>","text":"I see some hope.💰$lululemon athletica(LULU)$","images":[{"img":"https://community-static.tradeup.com/news/cd233cf875be417284df3b508199bd7f","width":"1080","height":"1819"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9931234351","isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9941637768,"gmtCreate":1680185822754,"gmtModify":1680185826866,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/710282af93909fdbf24a21633a03799e","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPY\">$标普500ETF(SPY)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/SPY\">$标普500ETF(SPY)$ </a><v-v data-views=\"1\"></v-v>","text":"$标普500ETF(SPY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9941637768","repostId":"9941608175","repostType":1,"repost":{"id":9941608175,"gmtCreate":1680174009000,"gmtModify":1703674837953,"author":{"id":"3527667592269412","authorId":"3527667592269412","name":"OptionsTracker","avatar":"https://static.tigerbbs.com/e3f1f839aad7a15f602f3f42eaad51af","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Hot stocks covered call reference [March 30]","htmlText":"Selling covered call options (sell covered call) is a strategy adopted by many large funds. It can also be used by retail investors in the US stock market.You can get income while holding it. This strategy is very suitable for stocks that have long-term positions, but they have not moved but they are not in a bearish position recently or are in a bearish position recently. It can be a good strategy for mature investors to roll over when holding some targets for a long time. Income comparison Assume that investors hold 200 shares of Amazon from January 1 to December 17, 2021 If there is no operation during the holding period, the final total assets will be USD 675,484 If the covered call strategy is carried out, it will be operated once a week; if 100 shares are sold after the exercise, ano","listText":"Selling covered call options (sell covered call) is a strategy adopted by many large funds. It can also be used by retail investors in the US stock market.You can get income while holding it. This strategy is very suitable for stocks that have long-term positions, but they have not moved but they are not in a bearish position recently or are in a bearish position recently. It can be a good strategy for mature investors to roll over when holding some targets for a long time. Income comparison Assume that investors hold 200 shares of Amazon from January 1 to December 17, 2021 If there is no operation during the holding period, the final total assets will be USD 675,484 If the covered call strategy is carried out, it will be operated once a week; if 100 shares are sold after the exercise, ano","text":"Selling covered call options (sell covered call) is a strategy adopted by many large funds. It can also be used by retail investors in the US stock market.You can get income while holding it. This strategy is very suitable for stocks that have long-term positions, but they have not moved but they are not in a bearish position recently or are in a bearish position recently. It can be a good strategy for mature investors to roll over when holding some targets for a long time. Income comparison Assume that investors hold 200 shares of Amazon from January 1 to December 17, 2021 If there is no operation during the holding period, the final total assets will be USD 675,484 If the covered call strategy is carried out, it will be operated once a week; if 100 shares are sold after the exercise, ano","images":[{"img":"https://static.tigerbbs.com/1be4ad594d709020d91c8496e1f9e7c9"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941608175","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":216350642819192,"gmtCreate":1693820194900,"gmtModify":1693820197276,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/710282af93909fdbf24a21633a03799e","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v>this is a good","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v>this is a good","text":"$英伟达(NVDA)$ this is a good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/216350642819192","isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191121634725896,"gmtCreate":1687679070150,"gmtModify":1687679073704,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/710282af93909fdbf24a21633a03799e","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"666666666666666666666","listText":"666666666666666666666","text":"666666666666666666666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/191121634725896","isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920078879,"gmtCreate":1670407149892,"gmtModify":1676538361568,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/710282af93909fdbf24a21633a03799e","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPY\">$标普500ETF(SPY)$ </a> ETF <a href=\"https://ttm.financial/S/META\">$Meta Platforms(META)$ </a>","listText":"<a href=\"https://ttm.financial/S/SPY\">$标普500ETF(SPY)$ </a> ETF <a href=\"https://ttm.financial/S/META\">$Meta Platforms(META)$ </a>","text":"$标普500ETF(SPY)$ ETF $Meta Platforms(META)$","images":[{"img":"https://community-static.tradeup.com/news/440761953d123f5d5a5da135271a3336","width":"1080","height":"2255"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9920078879","isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9967278854,"gmtCreate":1670341451078,"gmtModify":1676538348253,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/710282af93909fdbf24a21633a03799e","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"tesla<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v>","listText":"tesla<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v>","text":"tesla$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967278854","repostId":"1184906394","repostType":2,"repost":{"id":"1184906394","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1670339903,"share":"https://www.laohu8.com/m/news/1184906394?lang=&edition=full","pubTime":"2022-12-06 23:18","market":"us","language":"en","title":"Top Calls on Wall Street: Apple, Tesla, Google, Coinbase, Starbucks, JPMorgan Chase and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1184906394","media":"Tiger Newspress","summary":"Here are Tuesday’s biggest calls on Wall Street:UBS reiterates Apple as buyUBS saidApple’siPhone supply chain headwinds are abating.“Utilizing UBS Evidence Lab data that tracks iPhone availability acr","content":"<html><head></head><body><p>Here are Tuesday’s biggest calls on Wall Street:</p><h2>UBS reiterates Apple as buy</h2><p>UBS said Apple’s iPhone supply chain headwinds are abating.</p><blockquote>“Utilizing UBS Evidence Lab data that tracks iPhone availability across 30 countries, wait times across most markets including the US and China improved relative to both last week and two weeks ago indicating the supply chain disruptions are easing on the margin.”</blockquote><h2>Cowen reiterates TJX Company as outperform</h2><p>Cowen said it’s feeling more bullish on the stock after a series of recent management meetings.</p><blockquote>“We left meetings more bullish onTJX’sscale within the global retail ecosystem. TJX’s opportunities across apparel, footwear, accessories, home, beauty, and kids are increasing.”</blockquote><h2>Piper Sandler reiterates Tesla as outperform</h2><p>Piper said reports of Tesla cutting production in China are mostly overdone.</p><blockquote>“If Tesla does eventually decide to cut production, we think macro headwinds and a new factory in Berlin will be to blame, NOT competition from Chinese peers.”</blockquote><h2>JPMorgan downgrades Royal Caribbean to underweight from overweight</h2><p>JPMorgan said the cruise company that is “vulnerable.”</p><blockquote>“To this end, we prefer NCLH to CCL and RCL, as we see the latter two — particularly RCL — as more vulnerable to near-term ebbs and flows of financial market conditions given the magnitude and timing of future capital commitments.”</blockquote><h2>Bank of America reiterates Chipotle as buy</h2><p>Bank of America said the Mexican chain restaurant has “price elasticity.”</p><blockquote>“We maintain our Buy rating as we believe underlying frequency trends auger well for the future: we expect lower income consumers who have traded-out (to at home) should come back when economic conditions improve even as the company retains the higher income consumers who have traded down intoChipotlefrom full service concepts.”</blockquote><h2>Oppenheimer upgrades General Electric to outperform from market perform</h2><p>Oppenheimer said it’s starting to see strong execution from GE.</p><blockquote>“Our Outperform rating reflects strong Aviation momentum along industry recovery path, with strong execution amidst widespread industry supply-chain challenges impacting the commercial business and internal production challenges serving military markets.”</blockquote><h2>Citi opens a negative catalyst watch on Charter</h2><p>Citi added a negative catalyst watch heading into the company’s analyst day.</p><blockquote>“We remain Neutral on CHTR shares and believe the upcoming analyst meeting could highlight that financial performance may need to take a step back vs. consensus expectations in 2023 to eventually take two steps forward with an enhanced broadband network experience.”</blockquote><h2>Bank of America adds Burlington to the US1 list</h2><p>Bank of America added Burlington to the firm’s top picks list.</p><blockquote>“The US 1 list is intended to represent a collection of our best investment ideas that are drawn from the universe of Buy-rated, US-listed stocks (including ADRs), covered by BofA Global Research fundamental equity research analysts.”</blockquote><h2>Morgan Stanley upgrades JPMorgan to overweight from underweight</h2><p>Morgan Stanley said in its double upgrade of the banking giant that it has “multiple resiliency” in a recession.</p><blockquote>“With this note, we double upgradeJPMto Overweight from Underweight on operating leverage inflecting positively, CCB (JPM’s Consumer & Community Bank) taking market share, relative multiple resiliency during recessions, and progress being made on higher CET1 (common equity tier) ratio regulatory requirements.”</blockquote><h2>Bernstein initiates Target and Costco as outperform</h2><p>Bernstein said Target is “great value on a long-term winner. The firm called Costco a “much coveted port in the storm.”</p><blockquote>“Target is perhaps one of the best-positioned retailers for long-term growth: They’ve seen massive traffic gains since Covid that we believe are going to stick. ... .Costco has long been a reliable, if perhaps boring deliverer of routinely solid business results, stock gains that consistently beat the S&P, and a premium P/E — both absolute and relative.”</blockquote><h2>RBC initiates Valvoline as outperform</h2><p>RBC said the auto oil change company is a high-margin business.</p><blockquote>“Following the sale of its global products division (expected to close in the next few weeks), we think VVV will be a faster growing, higher margin business, with strong FCF generation.”</blockquote><h2>BMO downgrades SL Green Realty to market perform from outperform</h2><p>BMO downgraded the real estate investment trust company due to demand uncertainty.</p><blockquote>“We downgrade SLG to Market Perform, post its 2022 Investor Conference. SLG’s 12.9% dividend cut was a prudent move, in our view, although it may have to supplement its common with a special dividend in 2023, due to dispositions.”</blockquote><h2>William Blair names Starbucks a top 2023 pick</h2><p>William Blair said it sees “topline momentum” for the coffee giant heading into next year.</p><blockquote>“We believe Starbucks is well positioned to deliver both earnings and sales upside over the next year given ongoing topline momentum despite consumer fragility in many parts of the world, with recent healthy double-digit comps in all major regions of the world except China—including accelerating trends in the United States and ongoing strength in regions of greater consumer pressure such as Europe.”</blockquote><h2>Bernstein reiterates Alphabet as outperform</h2><p>Bernstein said in its analysis of Alphabet that margins can go higher.</p><blockquote>“In our optimistic case, we can see a path to 34% operating margins in 2025 which could be worth an extra $2 in EPS.”</blockquote><h2>Raymond James reiterates Coinbase as underperform</h2><p>Raymond James said it’s standing by its underperform rating as there’s too much uncertainty for the crypto company.</p><blockquote>“We believe Coinbase’s relative success can be attributed to its position as a trusted, regulated U.S. based exchange. That said, one could argue that this is akin to being viewed as the best house in a bad and deteriorating neighborhood.”</blockquote><h2>Deutsche Bank upgrades Estee Lauder to buy from hold</h2><p>Deutsche said in its upgrade of the stock that it sees “makeup margin expansion.”</p><blockquote>“We are upgrading EL to Buy given increased likelihood of China reopening by the start of EL’s FY24 and increased confidence in makeup margin expansion.”</blockquote><h2>Citi initiates Xponential Fitness as buy</h2><p>Citi said the owner of fitness brands like Pure Barre is defensive.</p><blockquote>“XPOF has carved out a defensible and profitable position as the industry leader in the boutique fitness space. The company’s asset-light franchise model allows for quick scaling of the business, with recurring revenues buffering the downside in the event of a recession.”</blockquote></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>Top Calls on Wall Street: Apple, Tesla, Google, Coinbase, Starbucks, JPMorgan Chase and More</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\">\nTop Calls on Wall Street: Apple, Tesla, Google, Coinbase, Starbucks, JPMorgan Chase and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2022-12-06 23:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Tuesday’s biggest calls on Wall Street:</p><h2>UBS reiterates Apple as buy</h2><p>UBS said Apple’s iPhone supply chain headwinds are abating.</p><blockquote>“Utilizing UBS Evidence Lab data that tracks iPhone availability across 30 countries, wait times across most markets including the US and China improved relative to both last week and two weeks ago indicating the supply chain disruptions are easing on the margin.”</blockquote><h2>Cowen reiterates TJX Company as outperform</h2><p>Cowen said it’s feeling more bullish on the stock after a series of recent management meetings.</p><blockquote>“We left meetings more bullish onTJX’sscale within the global retail ecosystem. TJX’s opportunities across apparel, footwear, accessories, home, beauty, and kids are increasing.”</blockquote><h2>Piper Sandler reiterates Tesla as outperform</h2><p>Piper said reports of Tesla cutting production in China are mostly overdone.</p><blockquote>“If Tesla does eventually decide to cut production, we think macro headwinds and a new factory in Berlin will be to blame, NOT competition from Chinese peers.”</blockquote><h2>JPMorgan downgrades Royal Caribbean to underweight from overweight</h2><p>JPMorgan said the cruise company that is “vulnerable.”</p><blockquote>“To this end, we prefer NCLH to CCL and RCL, as we see the latter two — particularly RCL — as more vulnerable to near-term ebbs and flows of financial market conditions given the magnitude and timing of future capital commitments.”</blockquote><h2>Bank of America reiterates Chipotle as buy</h2><p>Bank of America said the Mexican chain restaurant has “price elasticity.”</p><blockquote>“We maintain our Buy rating as we believe underlying frequency trends auger well for the future: we expect lower income consumers who have traded-out (to at home) should come back when economic conditions improve even as the company retains the higher income consumers who have traded down intoChipotlefrom full service concepts.”</blockquote><h2>Oppenheimer upgrades General Electric to outperform from market perform</h2><p>Oppenheimer said it’s starting to see strong execution from GE.</p><blockquote>“Our Outperform rating reflects strong Aviation momentum along industry recovery path, with strong execution amidst widespread industry supply-chain challenges impacting the commercial business and internal production challenges serving military markets.”</blockquote><h2>Citi opens a negative catalyst watch on Charter</h2><p>Citi added a negative catalyst watch heading into the company’s analyst day.</p><blockquote>“We remain Neutral on CHTR shares and believe the upcoming analyst meeting could highlight that financial performance may need to take a step back vs. consensus expectations in 2023 to eventually take two steps forward with an enhanced broadband network experience.”</blockquote><h2>Bank of America adds Burlington to the US1 list</h2><p>Bank of America added Burlington to the firm’s top picks list.</p><blockquote>“The US 1 list is intended to represent a collection of our best investment ideas that are drawn from the universe of Buy-rated, US-listed stocks (including ADRs), covered by BofA Global Research fundamental equity research analysts.”</blockquote><h2>Morgan Stanley upgrades JPMorgan to overweight from underweight</h2><p>Morgan Stanley said in its double upgrade of the banking giant that it has “multiple resiliency” in a recession.</p><blockquote>“With this note, we double upgradeJPMto Overweight from Underweight on operating leverage inflecting positively, CCB (JPM’s Consumer & Community Bank) taking market share, relative multiple resiliency during recessions, and progress being made on higher CET1 (common equity tier) ratio regulatory requirements.”</blockquote><h2>Bernstein initiates Target and Costco as outperform</h2><p>Bernstein said Target is “great value on a long-term winner. The firm called Costco a “much coveted port in the storm.”</p><blockquote>“Target is perhaps one of the best-positioned retailers for long-term growth: They’ve seen massive traffic gains since Covid that we believe are going to stick. ... .Costco has long been a reliable, if perhaps boring deliverer of routinely solid business results, stock gains that consistently beat the S&P, and a premium P/E — both absolute and relative.”</blockquote><h2>RBC initiates Valvoline as outperform</h2><p>RBC said the auto oil change company is a high-margin business.</p><blockquote>“Following the sale of its global products division (expected to close in the next few weeks), we think VVV will be a faster growing, higher margin business, with strong FCF generation.”</blockquote><h2>BMO downgrades SL Green Realty to market perform from outperform</h2><p>BMO downgraded the real estate investment trust company due to demand uncertainty.</p><blockquote>“We downgrade SLG to Market Perform, post its 2022 Investor Conference. SLG’s 12.9% dividend cut was a prudent move, in our view, although it may have to supplement its common with a special dividend in 2023, due to dispositions.”</blockquote><h2>William Blair names Starbucks a top 2023 pick</h2><p>William Blair said it sees “topline momentum” for the coffee giant heading into next year.</p><blockquote>“We believe Starbucks is well positioned to deliver both earnings and sales upside over the next year given ongoing topline momentum despite consumer fragility in many parts of the world, with recent healthy double-digit comps in all major regions of the world except China—including accelerating trends in the United States and ongoing strength in regions of greater consumer pressure such as Europe.”</blockquote><h2>Bernstein reiterates Alphabet as outperform</h2><p>Bernstein said in its analysis of Alphabet that margins can go higher.</p><blockquote>“In our optimistic case, we can see a path to 34% operating margins in 2025 which could be worth an extra $2 in EPS.”</blockquote><h2>Raymond James reiterates Coinbase as underperform</h2><p>Raymond James said it’s standing by its underperform rating as there’s too much uncertainty for the crypto company.</p><blockquote>“We believe Coinbase’s relative success can be attributed to its position as a trusted, regulated U.S. based exchange. That said, one could argue that this is akin to being viewed as the best house in a bad and deteriorating neighborhood.”</blockquote><h2>Deutsche Bank upgrades Estee Lauder to buy from hold</h2><p>Deutsche said in its upgrade of the stock that it sees “makeup margin expansion.”</p><blockquote>“We are upgrading EL to Buy given increased likelihood of China reopening by the start of EL’s FY24 and increased confidence in makeup margin expansion.”</blockquote><h2>Citi initiates Xponential Fitness as buy</h2><p>Citi said the owner of fitness brands like Pure Barre is defensive.</p><blockquote>“XPOF has carved out a defensible and profitable position as the industry leader in the boutique fitness space. The company’s asset-light franchise model allows for quick scaling of the business, with recurring revenues buffering the downside in the event of a recession.”</blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RCL":"皇家加勒比邮轮","GOOGL":"谷歌A","SLG":"SL Green Realty Corp","COST":"好市多","AAPL":"苹果","CMG":"墨式烧烤","XPOF":"Xponential Fitness, Inc.","TGT":"塔吉特","EL":"雅诗兰黛","TSLA":"特斯拉","GE":"GE航空航天","CHTR":"特许通讯","TJX":"The TJX Companies Inc.","GOOG":"谷歌","BURL":"伯灵顿百货","VVV":"胜牌","JPM":"摩根大通","SBUX":"星巴克","COIN":"Coinbase Global, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184906394","content_text":"Here are Tuesday’s biggest calls on Wall Street:UBS reiterates Apple as buyUBS said Apple’s iPhone supply chain headwinds are abating.“Utilizing UBS Evidence Lab data that tracks iPhone availability across 30 countries, wait times across most markets including the US and China improved relative to both last week and two weeks ago indicating the supply chain disruptions are easing on the margin.”Cowen reiterates TJX Company as outperformCowen said it’s feeling more bullish on the stock after a series of recent management meetings.“We left meetings more bullish onTJX’sscale within the global retail ecosystem. TJX’s opportunities across apparel, footwear, accessories, home, beauty, and kids are increasing.”Piper Sandler reiterates Tesla as outperformPiper said reports of Tesla cutting production in China are mostly overdone.“If Tesla does eventually decide to cut production, we think macro headwinds and a new factory in Berlin will be to blame, NOT competition from Chinese peers.”JPMorgan downgrades Royal Caribbean to underweight from overweightJPMorgan said the cruise company that is “vulnerable.”“To this end, we prefer NCLH to CCL and RCL, as we see the latter two — particularly RCL — as more vulnerable to near-term ebbs and flows of financial market conditions given the magnitude and timing of future capital commitments.”Bank of America reiterates Chipotle as buyBank of America said the Mexican chain restaurant has “price elasticity.”“We maintain our Buy rating as we believe underlying frequency trends auger well for the future: we expect lower income consumers who have traded-out (to at home) should come back when economic conditions improve even as the company retains the higher income consumers who have traded down intoChipotlefrom full service concepts.”Oppenheimer upgrades General Electric to outperform from market performOppenheimer said it’s starting to see strong execution from GE.“Our Outperform rating reflects strong Aviation momentum along industry recovery path, with strong execution amidst widespread industry supply-chain challenges impacting the commercial business and internal production challenges serving military markets.”Citi opens a negative catalyst watch on CharterCiti added a negative catalyst watch heading into the company’s analyst day.“We remain Neutral on CHTR shares and believe the upcoming analyst meeting could highlight that financial performance may need to take a step back vs. consensus expectations in 2023 to eventually take two steps forward with an enhanced broadband network experience.”Bank of America adds Burlington to the US1 listBank of America added Burlington to the firm’s top picks list.“The US 1 list is intended to represent a collection of our best investment ideas that are drawn from the universe of Buy-rated, US-listed stocks (including ADRs), covered by BofA Global Research fundamental equity research analysts.”Morgan Stanley upgrades JPMorgan to overweight from underweightMorgan Stanley said in its double upgrade of the banking giant that it has “multiple resiliency” in a recession.“With this note, we double upgradeJPMto Overweight from Underweight on operating leverage inflecting positively, CCB (JPM’s Consumer & Community Bank) taking market share, relative multiple resiliency during recessions, and progress being made on higher CET1 (common equity tier) ratio regulatory requirements.”Bernstein initiates Target and Costco as outperformBernstein said Target is “great value on a long-term winner. The firm called Costco a “much coveted port in the storm.”“Target is perhaps one of the best-positioned retailers for long-term growth: They’ve seen massive traffic gains since Covid that we believe are going to stick. ... .Costco has long been a reliable, if perhaps boring deliverer of routinely solid business results, stock gains that consistently beat the S&P, and a premium P/E — both absolute and relative.”RBC initiates Valvoline as outperformRBC said the auto oil change company is a high-margin business.“Following the sale of its global products division (expected to close in the next few weeks), we think VVV will be a faster growing, higher margin business, with strong FCF generation.”BMO downgrades SL Green Realty to market perform from outperformBMO downgraded the real estate investment trust company due to demand uncertainty.“We downgrade SLG to Market Perform, post its 2022 Investor Conference. SLG’s 12.9% dividend cut was a prudent move, in our view, although it may have to supplement its common with a special dividend in 2023, due to dispositions.”William Blair names Starbucks a top 2023 pickWilliam Blair said it sees “topline momentum” for the coffee giant heading into next year.“We believe Starbucks is well positioned to deliver both earnings and sales upside over the next year given ongoing topline momentum despite consumer fragility in many parts of the world, with recent healthy double-digit comps in all major regions of the world except China—including accelerating trends in the United States and ongoing strength in regions of greater consumer pressure such as Europe.”Bernstein reiterates Alphabet as outperformBernstein said in its analysis of Alphabet that margins can go higher.“In our optimistic case, we can see a path to 34% operating margins in 2025 which could be worth an extra $2 in EPS.”Raymond James reiterates Coinbase as underperformRaymond James said it’s standing by its underperform rating as there’s too much uncertainty for the crypto company.“We believe Coinbase’s relative success can be attributed to its position as a trusted, regulated U.S. based exchange. That said, one could argue that this is akin to being viewed as the best house in a bad and deteriorating neighborhood.”Deutsche Bank upgrades Estee Lauder to buy from holdDeutsche said in its upgrade of the stock that it sees “makeup margin expansion.”“We are upgrading EL to Buy given increased likelihood of China reopening by the start of EL’s FY24 and increased confidence in makeup margin expansion.”Citi initiates Xponential Fitness as buyCiti said the owner of fitness brands like Pure Barre is defensive.“XPOF has carved out a defensible and profitable position as the industry leader in the boutique fitness space. The company’s asset-light franchise model allows for quick scaling of the business, with recurring revenues buffering the downside in the event of a recession.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961464282,"gmtCreate":1669025845446,"gmtModify":1676538141331,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/710282af93909fdbf24a21633a03799e","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v>","text":"$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9961464282","repostId":"1148446453","repostType":2,"repost":{"id":"1148446453","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":1669011400,"share":"https://www.laohu8.com/m/news/1148446453?lang=&edition=full","pubTime":"2022-11-21 14:16","market":"us","language":"zh","title":"期权大单 | 本周看涨,资金“押宝”特斯拉!机构唱空,Coinbase继续“跌不停”?","url":"https://stock-news.laohu8.com/highlight/detail?id=1148446453","media":"老虎资讯综合","summary":"摘要:11月18日(周五),期权市场总成交量达40,872,811张合约,其中,看涨期权占比56%;看多资金押注,$特斯拉$11月25日到期行权价为190美元看涨期权的成交量特别高;机构唱空,Coinbase继续上演“跌不停”?标普指数ETF-SPY期权成交803.4万张合约,其中,看跌期权占比56%。这意味着在期权市场中,投资者本周看多特斯拉。","content":"<html><head></head><body><blockquote><b>摘要:11月18日(周五),期权市场总成交量达40,872,811张合约,其中,看涨期权占比56%;看多资金押注,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>11月25日到期行权价为190美元看涨期权的成交量特别高;机构唱空,Coinbase继续上演“跌不停”?</b></blockquote><p><b>一、市场概览 (18/11)</b></p><p>美东时间11月18日(周五),美联储官员再度警告称,未来还将出台更多紧缩政策,这导致纳指在震荡中勉强收涨。截至收盘,道指涨199.37点,涨幅为0.59%,报33745.69点;纳指涨1.10点,涨幅为0.01%,报11146.06点;标普500指数涨18.78点,涨幅为0.48%,报3965.34点。</p><p>大型科技股涨跌不一,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、Meta小幅上涨,特斯拉、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>下跌。热门中概股普跌,纳斯达克中国金龙指数跌2.98%。微博跌超9%,<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>跌超6%,<a href=\"https://laohu8.com/S/NTES\">网易</a>跌超5%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超4%。</p><p>期权市场总成交量达40,872,811张合约,其中,看涨期权占比56%。</p><p>标普指数ETF-SPY期权成交803.4万张合约,其中,看跌期权占比56%。</p><p><b>二、期权成交总量TOP10</b><img src=\"https://static.tigerbbs.com/7ee25ad5d75a1308f282949811a6ddb2\" tg-width=\"828\" tg-height=\"1419\" referrerpolicy=\"no-referrer\"/><b><a href=\"https://laohu8.com/S/SPY\">标普指数ETF</a></b>仍是投资者首选,期权成交803.4万张合约。看跌期权高于看涨期权,占比51%;<img src=\"https://static.tigerbbs.com/9af10816435f1dbec269e676b7d7771f\" tg-width=\"1598\" tg-height=\"479\" referrerpolicy=\"no-referrer\"/><b><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></b>上周五跌1.63%,报180.19美元。期权合约成交269.7万张,看涨期权占全部期权交易的56%。2022年11月25日到期行权价为190美元看涨期权的成交量特别高,成交量为53,737张。<span style=\"color:rgba(100,27,22,1);\">这意味着在期权市场中,投资者本周看多特斯拉。</span><img src=\"https://static.tigerbbs.com/7f74c6e644cb01d1ff5980ccc52f2109\" tg-width=\"1604\" tg-height=\"327\" referrerpolicy=\"no-referrer\"/><b>亚马逊</b>上周五微跌,报94.14美元。期权合约成交124.6万张,看涨期权占全部期权交易的65%。2022年11月25日到期行权价为100美元看涨期权的成交量特别高,成交量为39,943张。<span style=\"color:rgba(102,28,23,1);\">这意味着在期权市场中,投资者本周看多亚马逊。</span><img src=\"https://static.tigerbbs.com/a1744c5d57ff4a2c8cdac434557d4333\" tg-width=\"1604\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/><b>英伟达</b>上周五下跌1.71%,报154.09美元。期权合约成交77.28万张,看涨期权占全部期权交易的48%。2022年11月25日到期行权价为150美元看跌期权的成交量特别高,成交量为25,052张。<span style=\"color:rgba(99,26,21,1);\">这意味着在期权市场中,投资者押注英伟达本周将小幅调整。</span><img src=\"https://static.tigerbbs.com/2d7f2bba423602574db63ce02d089129\" tg-width=\"1602\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/><b>三、异动观察</b><img src=\"https://static.tigerbbs.com/5c03f6306103c3d4e64ca4317d746ecd\" tg-width=\"1796\" tg-height=\"486\" referrerpolicy=\"no-referrer\"/><b>Coinbase</b>上周五跌超7%,报45.26美元。消息方面:FTX崩盘影响Coinbase前景,美银证券下调其评级至“中性”。Coinbase2022年11月25日到期行权价为40美元看跌期权的成交量特别高,成交量为9,857张。<img src=\"https://static.tigerbbs.com/b8c2596f79de605ace44bfb0ffcb5bb9\" tg-width=\"1601\" tg-height=\"332\" referrerpolicy=\"no-referrer\"/><b>Nikola</b>上周五跌超4%,报2.74美元。2022年12月23日到期行权价为2.5美元看跌期权的成交量特别高,成交量为50,718张。</p><p><img src=\"https://static.tigerbbs.com/954bfd433dc81a1f30b5c3c2dc560994\" tg-width=\"1602\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/><a href=\"https://laohu8.com/S/CSCO\">思科</a>上周五上涨2.58%,报47.79美元。2022年11月25日到期行权价为47.50美元看涨期权的成交量特别高,成交量为7,817张。<img src=\"https://static.tigerbbs.com/5f0ad90d473eccc75a9868111626ad58\" tg-width=\"1597\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/></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>期权大单 | 本周看涨,资金“押宝”特斯拉!机构唱空,Coinbase继续“跌不停”?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n期权大单 | 本周看涨,资金“押宝”特斯拉!机构唱空,Coinbase继续“跌不停”?\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\">2022-11-21 14:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><b>摘要:11月18日(周五),期权市场总成交量达40,872,811张合约,其中,看涨期权占比56%;看多资金押注,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>11月25日到期行权价为190美元看涨期权的成交量特别高;机构唱空,Coinbase继续上演“跌不停”?</b></blockquote><p><b>一、市场概览 (18/11)</b></p><p>美东时间11月18日(周五),美联储官员再度警告称,未来还将出台更多紧缩政策,这导致纳指在震荡中勉强收涨。截至收盘,道指涨199.37点,涨幅为0.59%,报33745.69点;纳指涨1.10点,涨幅为0.01%,报11146.06点;标普500指数涨18.78点,涨幅为0.48%,报3965.34点。</p><p>大型科技股涨跌不一,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、Meta小幅上涨,特斯拉、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>下跌。热门中概股普跌,纳斯达克中国金龙指数跌2.98%。微博跌超9%,<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>跌超6%,<a href=\"https://laohu8.com/S/NTES\">网易</a>跌超5%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超4%。</p><p>期权市场总成交量达40,872,811张合约,其中,看涨期权占比56%。</p><p>标普指数ETF-SPY期权成交803.4万张合约,其中,看跌期权占比56%。</p><p><b>二、期权成交总量TOP10</b><img src=\"https://static.tigerbbs.com/7ee25ad5d75a1308f282949811a6ddb2\" tg-width=\"828\" tg-height=\"1419\" referrerpolicy=\"no-referrer\"/><b><a href=\"https://laohu8.com/S/SPY\">标普指数ETF</a></b>仍是投资者首选,期权成交803.4万张合约。看跌期权高于看涨期权,占比51%;<img src=\"https://static.tigerbbs.com/9af10816435f1dbec269e676b7d7771f\" tg-width=\"1598\" tg-height=\"479\" referrerpolicy=\"no-referrer\"/><b><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></b>上周五跌1.63%,报180.19美元。期权合约成交269.7万张,看涨期权占全部期权交易的56%。2022年11月25日到期行权价为190美元看涨期权的成交量特别高,成交量为53,737张。<span style=\"color:rgba(100,27,22,1);\">这意味着在期权市场中,投资者本周看多特斯拉。</span><img src=\"https://static.tigerbbs.com/7f74c6e644cb01d1ff5980ccc52f2109\" tg-width=\"1604\" tg-height=\"327\" referrerpolicy=\"no-referrer\"/><b>亚马逊</b>上周五微跌,报94.14美元。期权合约成交124.6万张,看涨期权占全部期权交易的65%。2022年11月25日到期行权价为100美元看涨期权的成交量特别高,成交量为39,943张。<span style=\"color:rgba(102,28,23,1);\">这意味着在期权市场中,投资者本周看多亚马逊。</span><img src=\"https://static.tigerbbs.com/a1744c5d57ff4a2c8cdac434557d4333\" tg-width=\"1604\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/><b>英伟达</b>上周五下跌1.71%,报154.09美元。期权合约成交77.28万张,看涨期权占全部期权交易的48%。2022年11月25日到期行权价为150美元看跌期权的成交量特别高,成交量为25,052张。<span style=\"color:rgba(99,26,21,1);\">这意味着在期权市场中,投资者押注英伟达本周将小幅调整。</span><img src=\"https://static.tigerbbs.com/2d7f2bba423602574db63ce02d089129\" tg-width=\"1602\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/><b>三、异动观察</b><img src=\"https://static.tigerbbs.com/5c03f6306103c3d4e64ca4317d746ecd\" tg-width=\"1796\" tg-height=\"486\" referrerpolicy=\"no-referrer\"/><b>Coinbase</b>上周五跌超7%,报45.26美元。消息方面:FTX崩盘影响Coinbase前景,美银证券下调其评级至“中性”。Coinbase2022年11月25日到期行权价为40美元看跌期权的成交量特别高,成交量为9,857张。<img src=\"https://static.tigerbbs.com/b8c2596f79de605ace44bfb0ffcb5bb9\" tg-width=\"1601\" tg-height=\"332\" referrerpolicy=\"no-referrer\"/><b>Nikola</b>上周五跌超4%,报2.74美元。2022年12月23日到期行权价为2.5美元看跌期权的成交量特别高,成交量为50,718张。</p><p><img src=\"https://static.tigerbbs.com/954bfd433dc81a1f30b5c3c2dc560994\" tg-width=\"1602\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/><a href=\"https://laohu8.com/S/CSCO\">思科</a>上周五上涨2.58%,报47.79美元。2022年11月25日到期行权价为47.50美元看涨期权的成交量特别高,成交量为7,817张。<img src=\"https://static.tigerbbs.com/5f0ad90d473eccc75a9868111626ad58\" tg-width=\"1597\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{"BK4099":"汽车制造商","BK4112":"金融交易所和数据","CSCO":"思科","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4539":"次新股","SPY":"标普500ETF","BK4554":"元宇宙及AR概念","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","TSLA":"特斯拉","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","AMZN":"亚马逊","NKLA":"Nikola Corporation","QQQ":"纳指100ETF","LU0082616367.USD":"摩根大通美国科技A(dist)","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","NVDA":"英伟达","COIN":"Coinbase Global, Inc.","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4581":"高盛持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148446453","content_text":"摘要:11月18日(周五),期权市场总成交量达40,872,811张合约,其中,看涨期权占比56%;看多资金押注,特斯拉11月25日到期行权价为190美元看涨期权的成交量特别高;机构唱空,Coinbase继续上演“跌不停”?一、市场概览 (18/11)美东时间11月18日(周五),美联储官员再度警告称,未来还将出台更多紧缩政策,这导致纳指在震荡中勉强收涨。截至收盘,道指涨199.37点,涨幅为0.59%,报33745.69点;纳指涨1.10点,涨幅为0.01%,报11146.06点;标普500指数涨18.78点,涨幅为0.48%,报3965.34点。大型科技股涨跌不一,苹果、Meta小幅上涨,特斯拉、英伟达、微软、亚马逊下跌。热门中概股普跌,纳斯达克中国金龙指数跌2.98%。微博跌超9%,爱奇艺、哔哩哔哩、腾讯音乐跌超6%,网易跌超5%,阿里巴巴跌超4%。期权市场总成交量达40,872,811张合约,其中,看涨期权占比56%。标普指数ETF-SPY期权成交803.4万张合约,其中,看跌期权占比56%。二、期权成交总量TOP10标普指数ETF仍是投资者首选,期权成交803.4万张合约。看跌期权高于看涨期权,占比51%;特斯拉上周五跌1.63%,报180.19美元。期权合约成交269.7万张,看涨期权占全部期权交易的56%。2022年11月25日到期行权价为190美元看涨期权的成交量特别高,成交量为53,737张。这意味着在期权市场中,投资者本周看多特斯拉。亚马逊上周五微跌,报94.14美元。期权合约成交124.6万张,看涨期权占全部期权交易的65%。2022年11月25日到期行权价为100美元看涨期权的成交量特别高,成交量为39,943张。这意味着在期权市场中,投资者本周看多亚马逊。英伟达上周五下跌1.71%,报154.09美元。期权合约成交77.28万张,看涨期权占全部期权交易的48%。2022年11月25日到期行权价为150美元看跌期权的成交量特别高,成交量为25,052张。这意味着在期权市场中,投资者押注英伟达本周将小幅调整。三、异动观察Coinbase上周五跌超7%,报45.26美元。消息方面:FTX崩盘影响Coinbase前景,美银证券下调其评级至“中性”。Coinbase2022年11月25日到期行权价为40美元看跌期权的成交量特别高,成交量为9,857张。Nikola上周五跌超4%,报2.74美元。2022年12月23日到期行权价为2.5美元看跌期权的成交量特别高,成交量为50,718张。思科上周五上涨2.58%,报47.79美元。2022年11月25日到期行权价为47.50美元看涨期权的成交量特别高,成交量为7,817张。","news_type":1},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187433294332032,"gmtCreate":1686787895858,"gmtModify":1686787899342,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/710282af93909fdbf24a21633a03799e","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"tiger is good plbroker","listText":"tiger is good plbroker","text":"tiger is good plbroker","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187433294332032","isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186548353224880,"gmtCreate":1686583515557,"gmtModify":1686583518288,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/710282af93909fdbf24a21633a03799e","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"Tesla<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v>apple","listText":"Tesla<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v>apple","text":"Tesla$苹果(AAPL)$ apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186548353224880","isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184797959290992,"gmtCreate":1686156156196,"gmtModify":1686156159792,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/710282af93909fdbf24a21633a03799e","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"666666<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v>apple is good","listText":"666666<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v>apple is good","text":"666666$苹果(AAPL)$ apple is good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184797959290992","isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948742490,"gmtCreate":1680797589810,"gmtModify":1680798693368,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/710282af93909fdbf24a21633a03799e","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/NVDA 20230519 290.0 CALL\">$NVDA 20230519 290.0 CALL$ </a>","listText":"<a href=\"https://ttm.financial/OPT/NVDA 20230519 290.0 CALL\">$NVDA 20230519 290.0 CALL$ </a>","text":"$NVDA 20230519 290.0 CALL$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948742490","repostId":"1158109964","repostType":4,"repost":{"id":"1158109964","pubTimestamp":1680787807,"share":"https://www.laohu8.com/m/news/1158109964?lang=&edition=full","pubTime":"2023-04-06 21:30","market":"us","language":"zh","title":"付鹏:大周期已变,巴菲特在复制1982-2002投资逻辑","url":"https://stock-news.laohu8.com/highlight/detail?id=1158109964","media":"投资作业本","summary":"全球的上游都在干一件事情。","content":"<html><head></head><body><p><strong>核心观点:</strong></p><p style=\"text-align: justify;\">1、关于美国的经济情况——<strong>富人在通缩,穷人在通胀</strong>,就这一句话可以解释现在所有的宏观经济状态。 </p><p style=\"text-align: justify;\">2、如果中国的高增长没有,全球的高增长没有,换句话说,如果我是上游企业,钱便宜,可以加杠杆,更何况现在是钱贵,还加不了杠杆,我肯定不会投资,所以<strong>大的周期可能已经开始变化了</strong>。</p><p style=\"text-align: justify;\">3、中国的上游投资是否也结束了投资周期,如果结束,其实他跟巴菲特选择西方石油的逻辑就会很像,<strong>自由现金奶牛</strong>,而不是一个商品,这是我们大概会看到的一种状态。</p><p style=\"text-align: justify;\">4、<strong>油的价格可能在后面很长一段时间内就是80、90</strong>,很多商品会长时间保持低库存,因为没有供给扩张。</p><p style=\"text-align: justify;\">5、这段时间内银行危机出来,大家都对于全球的经济需求差预估很悲观,但是商品的表现纹丝不动,因为供给跟之前不一样,这是现在的核心的逻辑。</p><p style=\"text-align: justify;\">6、<strong>商品价格一直维持近高远低的结构</strong>,那这个趋势会保持多久?理论上一直保持到下一轮全球化什么时候开始。</p><p style=\"text-align: justify;\">7、<strong>从美国的角度来看,我的判断就是软着陆</strong>。首先,肯定着陆,第二,让大家看起来说舒服也不舒服,说难受也不难受。</p><p style=\"text-align: justify;\">8、不仅仅是美国的页岩油企业,<strong>全球的上游都在干一件事情</strong>,已经打完价格战了,已经打完周期了,没有竞争对手了:<strong>坐着收钱,垄断价格、垄断利润,不投资、不扩张</strong>,利润增长、现金流增长就可以,这可能才是现在大的投资路径。</p><p style=\"text-align: justify;\">2023年4月6日,在博时基金2023年第二季度投资联席会议——宏观策略与大类资产专场中,东北证券首席经济学家付鹏,就逆全球化下的周期性行业投资分享了自己的看法:</p><h3>美国正处在富人通缩、穷人通胀的状态</h3><p style=\"text-align: justify;\">不只是周期性行业,全球的经济状态都在发生深刻的结构性变化。这一次确实不一样,因为这跟过去40年的发展路径有非常大的区别。大家已经从美国的市场中看到了一种很纠结的状态,关于美国的经济情况——<strong>富人在通缩,穷人在通胀</strong>,就这一句话可以解释现在所有的宏观经济状态。</p><p style=\"text-align: justify;\">所以美联储目前面临的纠结情况,跟目前美国债券市场的状态一模一样,短端降不下来,长端一直在预期衰退,但是利差在不断拉大。比如,经历这场银行危机以后,美国的长、短端利差已经拉到150个BP,过去40年的游戏规则在这个利差下完全被打破。</p><p style=\"text-align: justify;\">如果要去找,肯定会找到1982年以前的“滞胀”状态,后面美国的经济数据连猜都不用猜,<strong>你会看到美国经济数据非常奇怪,似乎看经济在转弱,看就业一直很韧性。</strong></p><h3>大的周期可能已经开始变化</h3><p style=\"text-align: justify;\">我们在延续思考的时候,落脚到周期性行业。起因也非常简单,巴菲特买西方石油,原因一定不是因为油价的涨和跌,一定有他的因素,所以我把这个东西跟大家剖析一下。</p><p style=\"text-align: justify;\">关于传统的周期,大概在我们开始入世后,这轮大家最熟悉的全球周期开启。先解释一下大家传统理解的周期性。首先,所有周期的原因来自于需求曲线的扩张,这个是根因,必须要有需求曲线的扩张。对于全球过去40年来讲,<strong>最关键的需求曲线就是一个宏观因素:全球化</strong>。</p><p style=\"text-align: justify;\">换句话说,全球化到底是什么?全球化可以理解为新殖民主义,需要更大的市场、更廉价的商劳动力和生产环节,去形成正向反馈,这本质就是全球化,所以<strong>全球化会带来更大的市场,同时会带来更大的需求</strong>。</p><p style=\"text-align: justify;\">中国经济的崛起带来总需求曲线的扩张,我们在1982年到2002年之间,利率是够的。也就是我们的资金成本,美国的利率水平和加杠杆(利差)的表现,是可以支撑投资的。所以当中国经济和杠杆都开始崛起时,这一轮大的投资周期也就起来,也就是大家熟知的正向反馈。</p><p style=\"text-align: justify;\">我们现在最大的问题是要讨论这个游戏还会继续吗?如果不继续了,会怎么样?第一,对全球来讲,如果中国经济结束高增长,全球又没有能够替代中国(的国家),<strong>美国2008年以后进入去杠杆</strong>,美国经济开始进入收入储蓄,美国底层开始进入储蓄,<strong>跟中国倒过来了,现在中国底层老百姓是债务和杠杆。</strong></p><p style=\"text-align: justify;\">所以会发现,如果中国的高增长没有,全球的高增长没有,换句话说,如果我是上游企业,钱便宜,可以加杠杆,更何况现在是钱贵,还加不了杠杆,我肯定不会投资,所以<strong>大的周期可能已经开始变化了。</strong></p><h3>巴菲特在复制1982-2002年投资逻辑</h3><p style=\"text-align: justify;\">油气投资比较特殊,2008年之后还有一波高投资,这波高投资就是美国页岩油。所以油价特殊,在过去几年还走了一个自己很小的供应特征,就是美国页岩油的崛起对全球能源结构的冲击和影响。走了这么一个小特征,但大体上跟矿业投资本质上很像。 </p><p style=\"text-align: justify;\">油价一个重要的端倪就是低投资状态下的油价,低油价、低投资,但是油价会维持很高的back的结构,当投资开始上升,市场价格会转成很深的contango结构,也就是可以产生正向反馈。但是如果没有正向反馈,就全是很高的back结构。</p><p style=\"text-align: justify;\">就一句话,逆全球化开始以后,全球的游戏发生变化,美国和中国的角色都发生变化。</p><p style=\"text-align: justify;\">大家可以想想,如果中国的上游企业也不再去投资了,中特估难道走的是估值吗?它不能变成另外一个东西吗?这是一个非常特殊的考量,就是<strong>中国的上游投资是否也结束了投资周期,如果结束,其实他跟巴菲特选择西方石油的逻辑就会很像,自由现金奶牛</strong>,而不是一个商品,这是我们大概会看到的一种状态。</p><p style=\"text-align: justify;\">在1982结束以后,一直到中国崛起之前,全球出现的一种状况就是价格不高,完成了高经济增长的状态,没有需求,但是投资很低,价格稳定,大部分的公司在那个阶段中间在高股息分红和高现金流。</p><p style=\"text-align: justify;\">巴菲特现在的投资逻辑,准确说就是在复制那20年期间上游企业的特征,我们现在的情况也是一样。</p><h3>油价可能很长一段时间内就是80、90</h3><p style=\"text-align: justify;\"><strong>如果全球供给不扩张</strong>,不投资,保持价格,保持利润。首先,从宏观上大家还需要额外考虑两点,<strong>油的价格可能在后面很长一段时间内就是80、90,很多商品会长时间保持低库存</strong>,因为没有供给扩张。</p><p style=\"text-align: justify;\">如果碰到类似战争这种意外,供给再稍微紧一下,价格会猛地抬起。那么唯一的尾部风险就是全球经济大萧条、大衰退。你只有那一丢丢的尾部风险,让需求曲线跌得足够多,才能够对冲掉供给曲线缺乏弹性的问题。</p><p style=\"text-align: justify;\">所以在这个过程中,<strong>一个交易策略就出现了</strong>,你的盈亏比极高,也就是说我只有很小的一个全球经济大萧条、大衰退的风险,而大概率价格稳定,远期结构还是一个back,非常有利于做多。</p><p style=\"text-align: justify;\">你会发现所有的<strong>商品都会出现一个很有意思的特征,就是价格一直维持近高远低的结构,让多头可以往后移仓,而不是让空头移仓。像这段时间内银行危机出来,大家都对于全球的经济需求差预估很悲观,但是商品的表现纹丝不动,因为供给跟之前不一样</strong>,这是现在的核心的逻辑。</p><p style=\"text-align: justify;\"><strong>那这个趋势会保持多久?理论上一直保持到下一轮全球化</strong>什么时候开始,下一轮总需求扩张在哪儿?下一轮的中国在哪儿?如果这个东西没有,你可以持续五年甚至十年,所以<strong>巴菲特他做这个投资绝对不是今年脑袋一热去干的,肯定是看到5-10年的大趋势。</strong></p><h3>疫情后上游企业不再资本支出</h3><p style=\"text-align: justify;\">疫情后上游企业不再资本支出,和1982年到2002年状态类似,那个状态下,巴菲特比较喜欢的两个特征。 </p><p style=\"text-align: justify;\"><strong>第一,我们看投资,低油价、低投资,高现金流。</strong>虽然那个阶段中油价也不高,但是埃克森美孚和BP两个能源公司的股价翻着倍的往上涨,一直干了将近20年的牛市,原因就是资本支出对于现金流的拉动。</p><p style=\"text-align: justify;\">什么意思呢?这种企业就是巴菲的典型讲的,以前上游企业的本质特征是投120回100,现在变成了投2回100,还不用继续投。这个数字反映的就是资本对现金流的拉动开始大幅下降,也就是不用再投资,可以坐等收益。</p><p style=\"text-align: justify;\">所以<strong>在那个阶段(1982-2002)中间的特征,在这场疫情后正在出现。疫情后,尤其在油气行业,特别明显的正在出现</strong>,因为美国的页岩油也发生变化了,这就是为什么我说油价大概在80、90很久,不用去担心会有大幅度杀跌的情况。</p><p style=\"text-align: justify;\"><strong>如果这个东西成立,宏观上还会造成一个问题,商品性通胀会也有韧性和粘性。</strong>不要认为现在美国只有服务性通胀会有韧性,商品性通胀依旧会有韧性,原因就是需求必须极差才能对冲掉供给的问题。否则,商品性通胀表现出来的韧性就是我们今天讨论的话题,供给的弹性没有,投资不扩张。</p><h3>美国经济大概率软着陆</h3><p style=\"text-align: justify;\">所以唯一的尾部风险,比如巴菲特买西方石油,唯一的风险就是暴跌,也就是全球经济大萧条、大衰退,现在的问题在于这个利率是多高。如果是保罗•沃尔克那个年代,加(息)不行,再加还不行,再加还不行,那我们面临着这种尾部风险可能就加大了。</p><p style=\"text-align: justify;\">但是现在从美国的角度来看,<strong>我的判断就是软着陆</strong>。首先,肯定着陆,第二,让大家看起来说舒服也不舒服,说难受也不难受。经济会出现什么情况呢?过去15年加杠杆的部门死掉,过去15年不加杠杆的部门在累积储蓄,这就是美国经济现在正在发生的特点。<strong>利率5-5.25,就属于非常典型的说高不高,说低不低,说死不死,说活不活。</strong></p><p style=\"text-align: justify;\">所以市场真正的扰动是什么?就是扰动预期。联储在这种情况下,短端受到薪资就业的粘性,同时商品通胀供给粘性也有,等同比的基数因素过去以后,大家就会发现,商品通胀的粘性如果也存在,两个粘性会限制住短端。<strong>大家唯一摇摆的就是长端预期,所以后面市场就会变成大家一直在不停摇摆长端预估,但就是不下来,维持时间很长。</strong></p><h3>美股周期类股票变成了现金奶牛</h3><p style=\"text-align: justify;\">所以准确说他不会像保罗沃尔克那种,就是无法抑制的加(息),但也不会加到现在,马上经济就不行了。所以周期股面临的风险就很简单,我大部分时间是一个比较合适的价格,比较合适的利润,还不用继续投资,我有大量的现金流。</p><p style=\"text-align: justify;\">如果遇到战争,价格再往上一飙涨,股价还有额外收益,但我唯一的风险就是大衰退。能不能对冲呢?当然可以,商品性的波动率快速的下降了以后,我完全可以用这种衍生产品。</p><p style=\"text-align: justify;\">举个例子,我左手拿着西方石油公司,我只需要兑付掉最小的尾部风险,普通的跌我都不用对冲,比如,我可以做一个价外的60美金或者50美金以下的油价看跌期权放在那,大不了每年付点保险费用,cover住我这个尾部风险就可以。但是核算完以后,我的盈亏收益极高,这就是巴菲特现在做的一个策略。</p><p style=\"text-align: justify;\">巴菲特最近好像开始发日元债了,他开始做的另外一件事情就是,如果我把能源周期当成现金奶牛,我理论上应该做的是Carry Trading一个低息货币去转入到美元计价的高息资产。而美元计价的高息资产绝不是美债,是<strong>美股里边大家以为的周期类股票,它变成了高息现金奶牛</strong>。</p><h3>全球上游都在干一件事情</h3><p style=\"text-align: justify;\">疫情后,美国的原油企业不再投资,西方石油公司的资本支出有两次关键的节点。一次2015年、一次2019年疫情前,这两次资本支出一次比一次的低。第一次的资本支出大家都可以理解,那时候沙特跟页岩油正在打架,页岩油大量地在投,属于典型的早期投100回80,还得继续投,股东肯定不开心。</p><p style=\"text-align: justify;\">但是页岩油经历2015年、2014年下半年,管道一疏通,油价一冲击,一波下跌,再到疫情期间的这波下跌,2020年一些美国能源公司破产之后,<strong>目前美国所有的上游能源企业就遵循一个原则:挣钱、不投资、股息分红。</strong></p><p style=\"text-align: justify;\">美国油的产量,第一波增是靠资本支出投,第二波增,靠的是单井产量,第三波,也就是疫情后的增,是增不了新高的,因为不资本支出。 </p><p style=\"text-align: justify;\">不仅仅是美国的页岩油企业,全球的上游都在干一件事情,已经打完价格战了,已经打完周期了,没有竞争对手了。能源行业为什么比矿山企业还多了一个小周期?就是因为当时多了一个竞争对手,就是页岩油。</p><p style=\"text-align: justify;\">现在<strong>整个矿山上游加能源上游都没了竞争对手以后,所有人只需要干一件事情,坐着收钱,垄断价格、垄断利润,不投资、不扩张,利润增长、现金流增长就可以,这可能才是现在大的投资路径。</strong></p><h3>供给比需求收缩的更早更快</h3><p style=\"text-align: justify;\">所以可不要觉得现在需求不好,所以商品价格又跌。我只能告诉你<strong>供给比你需求收缩的更早更快</strong>。比如现在很头疼的铁矿石,很简单的道理,<strong>需求定不了价格的,这就是核心的问题</strong>,没有供给,需求没法定价。</p><p style=\"text-align: justify;\">需求很弱了,也不搞房地产了,价格怎么不下来?答案是供给比需求收缩的还要厉害,那他的企业怎么运行?<strong>收缩供给,不投资,大量的现金流给予股东,然后大量回购股票,股价暴涨。</strong></p><p style=\"text-align: justify;\"><strong>资本支出扩张的时候,商品股很差,你是不会去干这个商品股的。但是当资本不支出了,商品股才会最爽。</strong>2002年中国的高速经济增长到现在为止,小二十年的时间里,埃克森美孚、BP的股价不涨,那才是真正的周期股。不投资的时候才开始涨,完全不一样的逻辑。</p><p style=\"text-align: justify;\">所以巴菲特西方石油不是看好油价或者不看好油价,这会对宏观也造成很多判断上完全不同的逻辑。</p></body></html>","source":"lsy1597111094582","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\" 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n付鹏:大周期已变,巴菲特在复制1982-2002投资逻辑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-06 21:30 北京时间 <a href=https://wallstreetcn.com/articles/3685867><strong>投资作业本</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>核心观点:1、关于美国的经济情况——富人在通缩,穷人在通胀,就这一句话可以解释现在所有的宏观经济状态。 2、如果中国的高增长没有,全球的高增长没有,换句话说,如果我是上游企业,钱便宜,可以加杠杆,更何况现在是钱贵,还加不了杠杆,我肯定不会投资,所以大的周期可能已经开始变化了。3、中国的上游投资是否也结束了投资周期,如果结束,其实他跟巴菲特选择西方石油的逻辑就会很像,自由现金奶牛,而不是一个...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3685867\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b72c7a49848a200043090f96ed32f108","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3685867","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158109964","content_text":"核心观点:1、关于美国的经济情况——富人在通缩,穷人在通胀,就这一句话可以解释现在所有的宏观经济状态。 2、如果中国的高增长没有,全球的高增长没有,换句话说,如果我是上游企业,钱便宜,可以加杠杆,更何况现在是钱贵,还加不了杠杆,我肯定不会投资,所以大的周期可能已经开始变化了。3、中国的上游投资是否也结束了投资周期,如果结束,其实他跟巴菲特选择西方石油的逻辑就会很像,自由现金奶牛,而不是一个商品,这是我们大概会看到的一种状态。4、油的价格可能在后面很长一段时间内就是80、90,很多商品会长时间保持低库存,因为没有供给扩张。5、这段时间内银行危机出来,大家都对于全球的经济需求差预估很悲观,但是商品的表现纹丝不动,因为供给跟之前不一样,这是现在的核心的逻辑。6、商品价格一直维持近高远低的结构,那这个趋势会保持多久?理论上一直保持到下一轮全球化什么时候开始。7、从美国的角度来看,我的判断就是软着陆。首先,肯定着陆,第二,让大家看起来说舒服也不舒服,说难受也不难受。8、不仅仅是美国的页岩油企业,全球的上游都在干一件事情,已经打完价格战了,已经打完周期了,没有竞争对手了:坐着收钱,垄断价格、垄断利润,不投资、不扩张,利润增长、现金流增长就可以,这可能才是现在大的投资路径。2023年4月6日,在博时基金2023年第二季度投资联席会议——宏观策略与大类资产专场中,东北证券首席经济学家付鹏,就逆全球化下的周期性行业投资分享了自己的看法:美国正处在富人通缩、穷人通胀的状态不只是周期性行业,全球的经济状态都在发生深刻的结构性变化。这一次确实不一样,因为这跟过去40年的发展路径有非常大的区别。大家已经从美国的市场中看到了一种很纠结的状态,关于美国的经济情况——富人在通缩,穷人在通胀,就这一句话可以解释现在所有的宏观经济状态。所以美联储目前面临的纠结情况,跟目前美国债券市场的状态一模一样,短端降不下来,长端一直在预期衰退,但是利差在不断拉大。比如,经历这场银行危机以后,美国的长、短端利差已经拉到150个BP,过去40年的游戏规则在这个利差下完全被打破。如果要去找,肯定会找到1982年以前的“滞胀”状态,后面美国的经济数据连猜都不用猜,你会看到美国经济数据非常奇怪,似乎看经济在转弱,看就业一直很韧性。大的周期可能已经开始变化我们在延续思考的时候,落脚到周期性行业。起因也非常简单,巴菲特买西方石油,原因一定不是因为油价的涨和跌,一定有他的因素,所以我把这个东西跟大家剖析一下。关于传统的周期,大概在我们开始入世后,这轮大家最熟悉的全球周期开启。先解释一下大家传统理解的周期性。首先,所有周期的原因来自于需求曲线的扩张,这个是根因,必须要有需求曲线的扩张。对于全球过去40年来讲,最关键的需求曲线就是一个宏观因素:全球化。换句话说,全球化到底是什么?全球化可以理解为新殖民主义,需要更大的市场、更廉价的商劳动力和生产环节,去形成正向反馈,这本质就是全球化,所以全球化会带来更大的市场,同时会带来更大的需求。中国经济的崛起带来总需求曲线的扩张,我们在1982年到2002年之间,利率是够的。也就是我们的资金成本,美国的利率水平和加杠杆(利差)的表现,是可以支撑投资的。所以当中国经济和杠杆都开始崛起时,这一轮大的投资周期也就起来,也就是大家熟知的正向反馈。我们现在最大的问题是要讨论这个游戏还会继续吗?如果不继续了,会怎么样?第一,对全球来讲,如果中国经济结束高增长,全球又没有能够替代中国(的国家),美国2008年以后进入去杠杆,美国经济开始进入收入储蓄,美国底层开始进入储蓄,跟中国倒过来了,现在中国底层老百姓是债务和杠杆。所以会发现,如果中国的高增长没有,全球的高增长没有,换句话说,如果我是上游企业,钱便宜,可以加杠杆,更何况现在是钱贵,还加不了杠杆,我肯定不会投资,所以大的周期可能已经开始变化了。巴菲特在复制1982-2002年投资逻辑油气投资比较特殊,2008年之后还有一波高投资,这波高投资就是美国页岩油。所以油价特殊,在过去几年还走了一个自己很小的供应特征,就是美国页岩油的崛起对全球能源结构的冲击和影响。走了这么一个小特征,但大体上跟矿业投资本质上很像。 油价一个重要的端倪就是低投资状态下的油价,低油价、低投资,但是油价会维持很高的back的结构,当投资开始上升,市场价格会转成很深的contango结构,也就是可以产生正向反馈。但是如果没有正向反馈,就全是很高的back结构。就一句话,逆全球化开始以后,全球的游戏发生变化,美国和中国的角色都发生变化。大家可以想想,如果中国的上游企业也不再去投资了,中特估难道走的是估值吗?它不能变成另外一个东西吗?这是一个非常特殊的考量,就是中国的上游投资是否也结束了投资周期,如果结束,其实他跟巴菲特选择西方石油的逻辑就会很像,自由现金奶牛,而不是一个商品,这是我们大概会看到的一种状态。在1982结束以后,一直到中国崛起之前,全球出现的一种状况就是价格不高,完成了高经济增长的状态,没有需求,但是投资很低,价格稳定,大部分的公司在那个阶段中间在高股息分红和高现金流。巴菲特现在的投资逻辑,准确说就是在复制那20年期间上游企业的特征,我们现在的情况也是一样。油价可能很长一段时间内就是80、90如果全球供给不扩张,不投资,保持价格,保持利润。首先,从宏观上大家还需要额外考虑两点,油的价格可能在后面很长一段时间内就是80、90,很多商品会长时间保持低库存,因为没有供给扩张。如果碰到类似战争这种意外,供给再稍微紧一下,价格会猛地抬起。那么唯一的尾部风险就是全球经济大萧条、大衰退。你只有那一丢丢的尾部风险,让需求曲线跌得足够多,才能够对冲掉供给曲线缺乏弹性的问题。所以在这个过程中,一个交易策略就出现了,你的盈亏比极高,也就是说我只有很小的一个全球经济大萧条、大衰退的风险,而大概率价格稳定,远期结构还是一个back,非常有利于做多。你会发现所有的商品都会出现一个很有意思的特征,就是价格一直维持近高远低的结构,让多头可以往后移仓,而不是让空头移仓。像这段时间内银行危机出来,大家都对于全球的经济需求差预估很悲观,但是商品的表现纹丝不动,因为供给跟之前不一样,这是现在的核心的逻辑。那这个趋势会保持多久?理论上一直保持到下一轮全球化什么时候开始,下一轮总需求扩张在哪儿?下一轮的中国在哪儿?如果这个东西没有,你可以持续五年甚至十年,所以巴菲特他做这个投资绝对不是今年脑袋一热去干的,肯定是看到5-10年的大趋势。疫情后上游企业不再资本支出疫情后上游企业不再资本支出,和1982年到2002年状态类似,那个状态下,巴菲特比较喜欢的两个特征。 第一,我们看投资,低油价、低投资,高现金流。虽然那个阶段中油价也不高,但是埃克森美孚和BP两个能源公司的股价翻着倍的往上涨,一直干了将近20年的牛市,原因就是资本支出对于现金流的拉动。什么意思呢?这种企业就是巴菲的典型讲的,以前上游企业的本质特征是投120回100,现在变成了投2回100,还不用继续投。这个数字反映的就是资本对现金流的拉动开始大幅下降,也就是不用再投资,可以坐等收益。所以在那个阶段(1982-2002)中间的特征,在这场疫情后正在出现。疫情后,尤其在油气行业,特别明显的正在出现,因为美国的页岩油也发生变化了,这就是为什么我说油价大概在80、90很久,不用去担心会有大幅度杀跌的情况。如果这个东西成立,宏观上还会造成一个问题,商品性通胀会也有韧性和粘性。不要认为现在美国只有服务性通胀会有韧性,商品性通胀依旧会有韧性,原因就是需求必须极差才能对冲掉供给的问题。否则,商品性通胀表现出来的韧性就是我们今天讨论的话题,供给的弹性没有,投资不扩张。美国经济大概率软着陆所以唯一的尾部风险,比如巴菲特买西方石油,唯一的风险就是暴跌,也就是全球经济大萧条、大衰退,现在的问题在于这个利率是多高。如果是保罗•沃尔克那个年代,加(息)不行,再加还不行,再加还不行,那我们面临着这种尾部风险可能就加大了。但是现在从美国的角度来看,我的判断就是软着陆。首先,肯定着陆,第二,让大家看起来说舒服也不舒服,说难受也不难受。经济会出现什么情况呢?过去15年加杠杆的部门死掉,过去15年不加杠杆的部门在累积储蓄,这就是美国经济现在正在发生的特点。利率5-5.25,就属于非常典型的说高不高,说低不低,说死不死,说活不活。所以市场真正的扰动是什么?就是扰动预期。联储在这种情况下,短端受到薪资就业的粘性,同时商品通胀供给粘性也有,等同比的基数因素过去以后,大家就会发现,商品通胀的粘性如果也存在,两个粘性会限制住短端。大家唯一摇摆的就是长端预期,所以后面市场就会变成大家一直在不停摇摆长端预估,但就是不下来,维持时间很长。美股周期类股票变成了现金奶牛所以准确说他不会像保罗沃尔克那种,就是无法抑制的加(息),但也不会加到现在,马上经济就不行了。所以周期股面临的风险就很简单,我大部分时间是一个比较合适的价格,比较合适的利润,还不用继续投资,我有大量的现金流。如果遇到战争,价格再往上一飙涨,股价还有额外收益,但我唯一的风险就是大衰退。能不能对冲呢?当然可以,商品性的波动率快速的下降了以后,我完全可以用这种衍生产品。举个例子,我左手拿着西方石油公司,我只需要兑付掉最小的尾部风险,普通的跌我都不用对冲,比如,我可以做一个价外的60美金或者50美金以下的油价看跌期权放在那,大不了每年付点保险费用,cover住我这个尾部风险就可以。但是核算完以后,我的盈亏收益极高,这就是巴菲特现在做的一个策略。巴菲特最近好像开始发日元债了,他开始做的另外一件事情就是,如果我把能源周期当成现金奶牛,我理论上应该做的是Carry Trading一个低息货币去转入到美元计价的高息资产。而美元计价的高息资产绝不是美债,是美股里边大家以为的周期类股票,它变成了高息现金奶牛。全球上游都在干一件事情疫情后,美国的原油企业不再投资,西方石油公司的资本支出有两次关键的节点。一次2015年、一次2019年疫情前,这两次资本支出一次比一次的低。第一次的资本支出大家都可以理解,那时候沙特跟页岩油正在打架,页岩油大量地在投,属于典型的早期投100回80,还得继续投,股东肯定不开心。但是页岩油经历2015年、2014年下半年,管道一疏通,油价一冲击,一波下跌,再到疫情期间的这波下跌,2020年一些美国能源公司破产之后,目前美国所有的上游能源企业就遵循一个原则:挣钱、不投资、股息分红。美国油的产量,第一波增是靠资本支出投,第二波增,靠的是单井产量,第三波,也就是疫情后的增,是增不了新高的,因为不资本支出。 不仅仅是美国的页岩油企业,全球的上游都在干一件事情,已经打完价格战了,已经打完周期了,没有竞争对手了。能源行业为什么比矿山企业还多了一个小周期?就是因为当时多了一个竞争对手,就是页岩油。现在整个矿山上游加能源上游都没了竞争对手以后,所有人只需要干一件事情,坐着收钱,垄断价格、垄断利润,不投资、不扩张,利润增长、现金流增长就可以,这可能才是现在大的投资路径。供给比需求收缩的更早更快所以可不要觉得现在需求不好,所以商品价格又跌。我只能告诉你供给比你需求收缩的更早更快。比如现在很头疼的铁矿石,很简单的道理,需求定不了价格的,这就是核心的问题,没有供给,需求没法定价。需求很弱了,也不搞房地产了,价格怎么不下来?答案是供给比需求收缩的还要厉害,那他的企业怎么运行?收缩供给,不投资,大量的现金流给予股东,然后大量回购股票,股价暴涨。资本支出扩张的时候,商品股很差,你是不会去干这个商品股的。但是当资本不支出了,商品股才会最爽。2002年中国的高速经济增长到现在为止,小二十年的时间里,埃克森美孚、BP的股价不涨,那才是真正的周期股。不投资的时候才开始涨,完全不一样的逻辑。所以巴菲特西方石油不是看好油价或者不看好油价,这会对宏观也造成很多判断上完全不同的逻辑。","news_type":1},"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}