Taurus Pink personal page - To The Moon

Taurus Pink

Taurus Pink

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12-18

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@JC888:RGTI zooms to $11 as FOMC meeting Kicks Off?

12-09

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12-08

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12-08

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12-01

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12-01

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11-16

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10-28

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10-25

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10-25

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10-19

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10-12

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10-09

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@JC888:US Stocks Surge/Crash as Earnings Kick Off ?

10-09

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市场消息：美司法部考虑建议分拆谷歌部分业务

10-09

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台积电9月销售额2518.7亿元台币，同比增长39.6％

09-28

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09-20

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09-18

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@价值投资为王:降息後，中概股會走牛嗎？

09-12

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期权大单 | 狂飙1400%，星巴克CALL大赚，势头盖过英伟达

09-11

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[龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359320759947464","isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358136508195120,"gmtCreate":1728455992661,"gmtModify":1728455996260,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus Pink","avatar":"https://community-static.tradeup.com/news/39e934cbdc05761469dbe8569c8d86af","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4141087974150782","authorIdStr":"4141087974150782"},"themes":[],"htmlText":"[龇牙]&nbsp;&nbsp;[龇牙]&nbsp;&nbsp;[龇牙]&nbsp;&nbsp;[龇牙]&nbsp;&nbsp;","listText":"[龇牙]&nbsp;&nbsp;[龇牙]&nbsp;&nbsp;[龇牙]&nbsp;&nbsp;[龇牙]&nbsp;&nbsp;","text":"[龇牙] [龇牙] [龇牙] [龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358136508195120","repostId":"357907856326976","repostType":1,"repost":{"id":357907856326976,"gmtCreate":1728400169512,"gmtModify":1728459077529,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/f3e3c0218599fca5c4e265ddbee1fb32","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"themes":[],"title":"US Stocks  Surge/Crash  as Earnings Kick Off ?","htmlText":"Last week was an “interesting” way to kickstart Q4 2024 and the first week of October. 3 main events influenced and presided over the US market: Tue, 01 Oct 2024. Iran missiles attack. Status - “opened”. Tue, 01 Oct 2024. US Port strike. Status - “pend until 15 Jan 2024”. Fri, 04 Oct 2024. US Non-farm payroll report. Status - “completed”. Coupled with the 4 jobs related reports released between Tue, 01 Oct to Fri, 04 Oct, the US market edged marginally higher by the end of the week. (see below) Despite a (a) fluctuating rate cut bets, (b) geopolitical tensions, and (3) supply chain concerns: DJIA: +0.15% (+63.0 to 42,352.75). S&amp;P 500: +0.43% (+24.55 to 5,715.07). Nasdaq: +0.38% (+68.02 to 18,137.85). As we head into a new week, I will be curious if residual effect from last week’s even","listText":"Last week was an “interesting” way to kickstart Q4 2024 and the first week of October. 3 main events influenced and presided over the US market: Tue, 01 Oct 2024. Iran missiles attack. Status - “opened”. Tue, 01 Oct 2024. US Port strike. Status - “pend until 15 Jan 2024”. Fri, 04 Oct 2024. US Non-farm payroll report. Status - “completed”. Coupled with the 4 jobs related reports released between Tue, 01 Oct to Fri, 04 Oct, the US market edged marginally higher by the end of the week. (see below) Despite a (a) fluctuating rate cut bets, (b) geopolitical tensions, and (3) supply chain concerns: DJIA: +0.15% (+63.0 to 42,352.75). S&amp;P 500: +0.43% (+24.55 to 5,715.07). Nasdaq: +0.38% (+68.02 to 18,137.85). As we head into a new week, I will be curious if residual effect from last week’s even","text":"Last week was an “interesting” way to kickstart Q4 2024 and the first week of October. 3 main events influenced and presided over the US market: Tue, 01 Oct 2024. Iran missiles attack. Status - “opened”. Tue, 01 Oct 2024. US Port strike. Status - “pend until 15 Jan 2024”. Fri, 04 Oct 2024. US Non-farm payroll report. Status - “completed”. Coupled with the 4 jobs related reports released between Tue, 01 Oct to Fri, 04 Oct, the US market edged marginally higher by the end of the week. (see below) Despite a (a) fluctuating rate cut bets, (b) geopolitical tensions, and (3) supply chain concerns: DJIA: +0.15% (+63.0 to 42,352.75). S&P 500: +0.43% (+24.55 to 5,715.07). Nasdaq: +0.38% (+68.02 to 18,137.85). As we head into a new week, I will be curious if residual effect from last week’s even","images":[{"img":"https://community-static.tradeup.com/news/29988d4c42c11039659e58be73bd3288","width":"380","height":"148"},{"img":"https://community-static.tradeup.com/news/9b3c9267d4065c7795acbba91d5e4fa2","width":"1466","height":"916"},{"img":"https://community-static.tradeup.com/news/e2eda332cfd9c1e55fb23f14c0f08f47","width":"868","height":"223"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357907856326976","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":15,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358062199619968,"gmtCreate":1728454314643,"gmtModify":1728454317338,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus Pink","avatar":"https://community-static.tradeup.com/news/39e934cbdc05761469dbe8569c8d86af","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4141087974150782","authorIdStr":"4141087974150782"},"themes":[],"htmlText":"[龇牙]&nbsp;&nbsp;[龇牙]&nbsp;&nbsp;[龇牙]&nbsp;&nbsp;","listText":"[龇牙]&nbsp;&nbsp;[龇牙]&nbsp;&nbsp;[龇牙]&nbsp;&nbsp;","text":"[龇牙] [龇牙] [龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358062199619968","repostId":"1151646934","repostType":4,"repost":{"id":"1151646934","kind":"news","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":1728438828,"share":"https://ttm.financial/m/news/1151646934?lang=&edition=fundamental","pubTime":"2024-10-09 09:53","market":"us","language":"zh","title":"市场消息：美司法部考虑建议分拆谷歌部分业务","url":"https://stock-news.laohu8.com/highlight/detail?id=1151646934","media":"老虎资讯综合","summary":"10月9日，美国称正在考虑分拆$谷歌(GOOG)$，以作为垄断案的补救措施。（彭博）","content":"<html><head></head><body><p>10月9日，美国司法部对一名联邦法官表示，司法部正在考虑建议强制谷歌出售其部分业务，以减轻其对在线搜索市场的垄断所造成的损害。</p><p>在周二提交的一份法庭文件中，司法部称，法官Amit Mehta还可以强制要求Alphabet提供用于构建搜索结果和人工智能产品的基础数据。司法部在文件中称，“正在考虑采取行为和结构性补救措施，防止谷歌利用Chrome、Play和Android等产品在谷歌搜索以及谷歌搜索相关产品和功能方面对竞争对手或新进入者形成优势”，谷歌通过与其他科技公司签订非法分销协议，使其搜索引擎成为智能手机和网络浏览器的默认选项，从而获得了规模和数据上的利益。这是自20年前拆分微软的努力失败以来，当局首次以非法垄断为由拆分一家公司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d85ad46bcf54fbb7874e571b13bc2db\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>市场消息：美司法部考虑建议分拆谷歌部分业务</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n市场消息：美司法部考虑建议分拆谷歌部分业务\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\">2024-10-09 09:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月9日，美国司法部对一名联邦法官表示，司法部正在考虑建议强制谷歌出售其部分业务，以减轻其对在线搜索市场的垄断所造成的损害。</p><p>在周二提交的一份法庭文件中，司法部称，法官Amit Mehta还可以强制要求Alphabet提供用于构建搜索结果和人工智能产品的基础数据。司法部在文件中称，“正在考虑采取行为和结构性补救措施，防止谷歌利用Chrome、Play和Android等产品在谷歌搜索以及谷歌搜索相关产品和功能方面对竞争对手或新进入者形成优势”，谷歌通过与其他科技公司签订非法分销协议，使其搜索引擎成为智能手机和网络浏览器的默认选项，从而获得了规模和数据上的利益。这是自20年前拆分微软的努力失败以来，当局首次以非法垄断为由拆分一家公司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d85ad46bcf54fbb7874e571b13bc2db\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f348812ea39b45cad3d64af127992eb9","relate_stocks":{"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）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","GOOGL":"谷歌A","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","GOOG":"谷歌"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151646934","content_text":"10月9日，美国司法部对一名联邦法官表示，司法部正在考虑建议强制谷歌出售其部分业务，以减轻其对在线搜索市场的垄断所造成的损害。在周二提交的一份法庭文件中，司法部称，法官Amit Mehta还可以强制要求Alphabet提供用于构建搜索结果和人工智能产品的基础数据。司法部在文件中称，“正在考虑采取行为和结构性补救措施，防止谷歌利用Chrome、Play和Android等产品在谷歌搜索以及谷歌搜索相关产品和功能方面对竞争对手或新进入者形成优势”，谷歌通过与其他科技公司签订非法分销协议，使其搜索引擎成为智能手机和网络浏览器的默认选项，从而获得了规模和数据上的利益。这是自20年前拆分微软的努力失败以来，当局首次以非法垄断为由拆分一家公司。","news_type":1},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358129489928304,"gmtCreate":1728454278694,"gmtModify":1728454282812,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus Pink","avatar":"https://community-static.tradeup.com/news/39e934cbdc05761469dbe8569c8d86af","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4141087974150782","authorIdStr":"4141087974150782"},"themes":[],"htmlText":"[龇牙]&nbsp;&nbsp;[龇牙]&nbsp;&nbsp;[龇牙]&nbsp;&nbsp;","listText":"[龇牙]&nbsp;&nbsp;[龇牙]&nbsp;&nbsp;[龇牙]&nbsp;&nbsp;","text":"[龇牙] [龇牙] [龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358129489928304","repostId":"1154163803","repostType":4,"repost":{"id":"1154163803","kind":"news","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":1728452032,"share":"https://ttm.financial/m/news/1154163803?lang=&edition=fundamental","pubTime":"2024-10-09 13:33","market":"us","language":"zh","title":"台积电9月销售额2518.7亿元台币，同比增长39.6％","url":"https://stock-news.laohu8.com/highlight/detail?id=1154163803","media":"老虎资讯综合","summary":"10月9日，$台积电(TSM)$：9月销售额2518.7亿元台币，同比增长39.6％。","content":"<html><head></head><body><p>10月9日，<a href=\"https://laohu8.com/S/TSM\">台积电</a>公布了9月的净营收，9月销售额2518.7亿元台币，同比增长39.6％，环比增长0.4%；今年迄今，台积电销售额总计新台币20258.5亿元台币，较去年同期增长31.9%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0b8c7dbc320403a5a245ce3b66ba43d\" title=\"\" tg-width=\"1081\" tg-height=\"273\"/></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>台积电9月销售额2518.7亿元台币，同比增长39.6％</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台积电9月销售额2518.7亿元台币，同比增长39.6％\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\">2024-10-09 13:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月9日，<a href=\"https://laohu8.com/S/TSM\">台积电</a>公布了9月的净营收，9月销售额2518.7亿元台币，同比增长39.6％，环比增长0.4%；今年迄今，台积电销售额总计新台币20258.5亿元台币，较去年同期增长31.9%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0b8c7dbc320403a5a245ce3b66ba43d\" title=\"\" tg-width=\"1081\" tg-height=\"273\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ab46ee73bd1bbc4ed7da6a69f14e5d5","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) 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Pink","avatar":"https://community-static.tradeup.com/news/39e934cbdc05761469dbe8569c8d86af","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4141087974150782","authorIdStr":"4141087974150782"},"themes":[],"htmlText":"[龇牙] [龇牙] [龇牙] [龇牙] [龇牙]","listText":"[龇牙] [龇牙] [龇牙] [龇牙] [龇牙]","text":"[龇牙] [龇牙] [龇牙] [龇牙] [龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/354325302329488","isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351433602662504,"gmtCreate":1726837878357,"gmtModify":1726837881056,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus Pink","avatar":"https://community-static.tradeup.com/news/39e934cbdc05761469dbe8569c8d86af","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4141087974150782","authorIdStr":"4141087974150782"},"themes":[],"htmlText":"[龇牙] [龇牙] [龇牙]","listText":"[龇牙] [龇牙] [龇牙]","text":"[龇牙] [龇牙] [龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351433602662504","isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350781086634192,"gmtCreate":1726665387003,"gmtModify":1726665390467,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus Pink","avatar":"https://community-static.tradeup.com/news/39e934cbdc05761469dbe8569c8d86af","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4141087974150782","authorIdStr":"4141087974150782"},"themes":[],"htmlText":"[龇牙] [龇牙]","listText":"[龇牙] [龇牙]","text":"[龇牙] [龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350781086634192","repostId":"350729498730728","repostType":1,"repost":{"id":350729498730728,"gmtCreate":1726652880966,"gmtModify":1726652952675,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"降息後，中概股會走牛嗎？","htmlText":"今夜，美聯儲將召開議息會議，有望宣佈降息！ 目前，市場預期降息50個基點的概率達到64%！ 在降息預期的推動之下，近日港股和中概股表現強勢，其中，恆生指數本週上漲1.68%、納斯達克中國金龍指數上漲1.24%，明顯好於A股。 如果美聯儲開啓降息週期，中國資產能否走牛? 回答這個問題前，首先要思考一下，降息對美股的影響是什麼？ 從歷史來看，進入21世紀，美聯儲有3次明顯的降息週期，分別爲2001年互聯網泡沫破裂後、2008年金融危機和2020年新冠疫情。 除了新冠疫情突發事件外，美聯儲的兩次降息皆伴隨着美股的大幅殺跌： 同時期，恆生指數的表現也很差，因此，降息利好股市的論斷並不準確。 關鍵在於，美聯儲這次降息的背景到底是美國經濟軟着陸還是硬着陸？ 從現有的經濟數據來看，美國經濟雖然有所降溫，但尚不能判斷是經濟衰退，因此，本輪降息初期，或利好全球股市，未來能否長期走強，要看美國經濟是否會陷入衰退？ 回到中概股身上，降息只是影響股價的因素之一，而且偏向資金流動層面，基本面方面，中國資產面臨嚴峻的宏觀基本面。 比如上週六公佈的經濟數據，其中，8月社會消費品零售總額同比增長2.1%，較上月2.7%的增速繼續下滑，不及分析師預期的2.5%： 除此之外，8月規模以上工業增加值增長4.5%，不及分析師預期的4.7%。 房地產方面，8月70個大中城市新建商品住宅價格環比下降0.7%，爲連續14個月下跌，下跌速度有所加快！ 對此，統計局的分析師表示：“看到當前外部環境變化帶來的不利影響增多，國內有效需求依然不足，經濟持續回升向好仍面臨諸多困難挑戰。” 參考上世紀90年代的日本，國內的情況不容樂觀，中資股面臨較大的成長壓力。 由此來看，美聯儲降息雖然在資金層面利好中概股，但長期來看，關鍵點還在於國內經濟走勢，目前看，不容樂觀，美聯儲降息難以成爲牛市發動機。","listText":"今夜，美聯儲將召開議息會議，有望宣佈降息！ 目前，市場預期降息50個基點的概率達到64%！ 在降息預期的推動之下，近日港股和中概股表現強勢，其中，恆生指數本週上漲1.68%、納斯達克中國金龍指數上漲1.24%，明顯好於A股。 如果美聯儲開啓降息週期，中國資產能否走牛? 回答這個問題前，首先要思考一下，降息對美股的影響是什麼？ 從歷史來看，進入21世紀，美聯儲有3次明顯的降息週期，分別爲2001年互聯網泡沫破裂後、2008年金融危機和2020年新冠疫情。 除了新冠疫情突發事件外，美聯儲的兩次降息皆伴隨着美股的大幅殺跌： 同時期，恆生指數的表現也很差，因此，降息利好股市的論斷並不準確。 關鍵在於，美聯儲這次降息的背景到底是美國經濟軟着陸還是硬着陸？ 從現有的經濟數據來看，美國經濟雖然有所降溫，但尚不能判斷是經濟衰退，因此，本輪降息初期，或利好全球股市，未來能否長期走強，要看美國經濟是否會陷入衰退？ 回到中概股身上，降息只是影響股價的因素之一，而且偏向資金流動層面，基本面方面，中國資產面臨嚴峻的宏觀基本面。 比如上週六公佈的經濟數據，其中，8月社會消費品零售總額同比增長2.1%，較上月2.7%的增速繼續下滑，不及分析師預期的2.5%： 除此之外，8月規模以上工業增加值增長4.5%，不及分析師預期的4.7%。 房地產方面，8月70個大中城市新建商品住宅價格環比下降0.7%，爲連續14個月下跌，下跌速度有所加快！ 對此，統計局的分析師表示：“看到當前外部環境變化帶來的不利影響增多，國內有效需求依然不足，經濟持續回升向好仍面臨諸多困難挑戰。” 參考上世紀90年代的日本，國內的情況不容樂觀，中資股面臨較大的成長壓力。 由此來看，美聯儲降息雖然在資金層面利好中概股，但長期來看，關鍵點還在於國內經濟走勢，目前看，不容樂觀，美聯儲降息難以成爲牛市發動機。","text":"今夜，美聯儲將召開議息會議，有望宣佈降息！ 目前，市場預期降息50個基點的概率達到64%！ 在降息預期的推動之下，近日港股和中概股表現強勢，其中，恆生指數本週上漲1.68%、納斯達克中國金龍指數上漲1.24%，明顯好於A股。 如果美聯儲開啓降息週期，中國資產能否走牛? 回答這個問題前，首先要思考一下，降息對美股的影響是什麼？ 從歷史來看，進入21世紀，美聯儲有3次明顯的降息週期，分別爲2001年互聯網泡沫破裂後、2008年金融危機和2020年新冠疫情。 除了新冠疫情突發事件外，美聯儲的兩次降息皆伴隨着美股的大幅殺跌： 同時期，恆生指數的表現也很差，因此，降息利好股市的論斷並不準確。 關鍵在於，美聯儲這次降息的背景到底是美國經濟軟着陸還是硬着陸？ 從現有的經濟數據來看，美國經濟雖然有所降溫，但尚不能判斷是經濟衰退，因此，本輪降息初期，或利好全球股市，未來能否長期走強，要看美國經濟是否會陷入衰退？ 回到中概股身上，降息只是影響股價的因素之一，而且偏向資金流動層面，基本面方面，中國資產面臨嚴峻的宏觀基本面。 比如上週六公佈的經濟數據，其中，8月社會消費品零售總額同比增長2.1%，較上月2.7%的增速繼續下滑，不及分析師預期的2.5%： 除此之外，8月規模以上工業增加值增長4.5%，不及分析師預期的4.7%。 房地產方面，8月70個大中城市新建商品住宅價格環比下降0.7%，爲連續14個月下跌，下跌速度有所加快！ 對此，統計局的分析師表示：“看到當前外部環境變化帶來的不利影響增多，國內有效需求依然不足，經濟持續回升向好仍面臨諸多困難挑戰。” 參考上世紀90年代的日本，國內的情況不容樂觀，中資股面臨較大的成長壓力。 由此來看，美聯儲降息雖然在資金層面利好中概股，但長期來看，關鍵點還在於國內經濟走勢，目前看，不容樂觀，美聯儲降息難以成爲牛市發動機。","images":[{"img":"https://static.tigerbbs.com/856e3c070053f3fc97a400a491976fae","width":"1321","height":"670"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350729498730728","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348614613688472,"gmtCreate":1726129452585,"gmtModify":1726129455417,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus Pink","avatar":"https://community-static.tradeup.com/news/39e934cbdc05761469dbe8569c8d86af","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4141087974150782","authorIdStr":"4141087974150782"},"themes":[],"htmlText":"[龇牙]&nbsp;&nbsp;[龇牙]&nbsp;&nbsp;[龇牙]&nbsp;&nbsp;","listText":"[龇牙]&nbsp;&nbsp;[龇牙]&nbsp;&nbsp;[龇牙]&nbsp;&nbsp;","text":"[龇牙] [龇牙] [龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348614613688472","repostId":"1174723075","repostType":4,"repost":{"id":"1174723075","kind":"news","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":1726117314,"share":"https://ttm.financial/m/news/1174723075?lang=&edition=fundamental","pubTime":"2024-09-12 13:01","market":"us","language":"zh","title":"期权大单 | 狂飙1400%，星巴克CALL大赚，势头盖过英伟达","url":"https://stock-news.laohu8.com/highlight/detail?id=1174723075","media":"老虎资讯综合","summary":"周三美股期权市场成交45,812,068张合约。","content":"<html><head></head><body><h3 id=\"id_880334941\">市场概览</h3><p>周三，美8月核心CPI环比增超预期，市场认为美联储下周不会大幅降息，美股上演V型大反弹，纳指涨逾2%。美股期权市场成交45,812,068张合约，其中看涨合约（CALL）占比56%，看跌合约（PUT）占比44%。</p><h3 id=\"id_680536718\">期权成交观察：英伟达，拯救美股</h3><p>英伟达、特斯拉、苹果、亚马逊居个股期权成交榜前四位。其中，英伟达当日大涨超8%，夜盘仍涨逾1%。黄仁勋在周三讲话时提到，AI芯片Blackwell太抢手，以至于让客户不满，客户正对有限的供应展开竞争。这一表态大大刺激了市场情绪，可以说拯救了美股。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/193634d31f43779108e9afd09e838fff\" title=\"\" tg-width=\"450\" tg-height=\"150\"/></p><p>期权方面，英伟达的周内CALL成交活跃，行权价相对保守。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d40d640c3a0084aa48ccb0251245db5c\" title=\"\" tg-width=\"967\" tg-height=\"411\"/></p><h3 id=\"id_2017118384\">异动观察：CEO一封信，星巴克CALL价格狂飙</h3><p>除了英伟达，还有一家巨头公司在周三大涨，那就是星巴克。当日涨幅达5.21%，实现三连阳。消息面上，<a href=\"https://laohu8.com/S/SBUX\">星巴克</a>新任董事会主席兼首席执行官Brian Niccol在履新仅一周后发布公开信，称要让星巴克重回初心，重新明确社区咖啡馆的定位，提升店内服务水平和咖啡馆文化建设。</p><p>对于扩大中国市场份额的问题，Niccol也表态称需要探索新的增长潜力和途径。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c98628bf8678b80348af001efe4f319\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>星巴克昨日的CALL单成交活跃，响应了行情。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79b6632920aa0032cede0fc288c74157\" title=\"\" tg-width=\"962\" tg-height=\"416\"/></p><p><strong>尤其值得注意的是，由于连日的积极走势，部分CALL成交价格飙升，出现了1400%的夸张涨幅！</strong></p><p><em>点击交易星巴克期权： <a class=\"teditor-mention\" data-mention-id=\"SBUX 20240913 90.0 CALL\" data-mention-name=\"SBUX\" href=\"https://laohu8.com/OPT/SBUX%2020240913%2090.0%20CALL\">$SBUX 20240913 90.0 CALL$</a></em> </p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bba3857fab8bba4bcdf7d70136db8b4d\" title=\"\" tg-width=\"867\" tg-height=\"731\"/></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 | 狂飙1400%，星巴克CALL大赚，势头盖过英伟达</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n期权大单 | 狂飙1400%，星巴克CALL大赚，势头盖过英伟达\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\">2024-09-12 13:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 id=\"id_880334941\">市场概览</h3><p>周三，美8月核心CPI环比增超预期，市场认为美联储下周不会大幅降息，美股上演V型大反弹，纳指涨逾2%。美股期权市场成交45,812,068张合约，其中看涨合约（CALL）占比56%，看跌合约（PUT）占比44%。</p><h3 id=\"id_680536718\">期权成交观察：英伟达，拯救美股</h3><p>英伟达、特斯拉、苹果、亚马逊居个股期权成交榜前四位。其中，英伟达当日大涨超8%，夜盘仍涨逾1%。黄仁勋在周三讲话时提到，AI芯片Blackwell太抢手，以至于让客户不满，客户正对有限的供应展开竞争。这一表态大大刺激了市场情绪，可以说拯救了美股。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/193634d31f43779108e9afd09e838fff\" title=\"\" tg-width=\"450\" tg-height=\"150\"/></p><p>期权方面，英伟达的周内CALL成交活跃，行权价相对保守。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d40d640c3a0084aa48ccb0251245db5c\" title=\"\" tg-width=\"967\" tg-height=\"411\"/></p><h3 id=\"id_2017118384\">异动观察：CEO一封信，星巴克CALL价格狂飙</h3><p>除了英伟达，还有一家巨头公司在周三大涨，那就是星巴克。当日涨幅达5.21%，实现三连阳。消息面上，<a href=\"https://laohu8.com/S/SBUX\">星巴克</a>新任董事会主席兼首席执行官Brian Niccol在履新仅一周后发布公开信，称要让星巴克重回初心，重新明确社区咖啡馆的定位，提升店内服务水平和咖啡馆文化建设。</p><p>对于扩大中国市场份额的问题，Niccol也表态称需要探索新的增长潜力和途径。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c98628bf8678b80348af001efe4f319\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>星巴克昨日的CALL单成交活跃，响应了行情。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79b6632920aa0032cede0fc288c74157\" title=\"\" tg-width=\"962\" tg-height=\"416\"/></p><p><strong>尤其值得注意的是，由于连日的积极走势，部分CALL成交价格飙升，出现了1400%的夸张涨幅！</strong></p><p><em>点击交易星巴克期权： <a class=\"teditor-mention\" data-mention-id=\"SBUX 20240913 90.0 CALL\" data-mention-name=\"SBUX\" href=\"https://laohu8.com/OPT/SBUX%2020240913%2090.0%20CALL\">$SBUX 20240913 90.0 CALL$</a></em> </p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bba3857fab8bba4bcdf7d70136db8b4d\" title=\"\" tg-width=\"867\" tg-height=\"731\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a366301504908f46eb5b8cc32efac121","relate_stocks":{"SBUX":"星巴克","NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174723075","content_text":"市场概览周三，美8月核心CPI环比增超预期，市场认为美联储下周不会大幅降息，美股上演V型大反弹，纳指涨逾2%。美股期权市场成交45,812,068张合约，其中看涨合约（CALL）占比56%，看跌合约（PUT）占比44%。期权成交观察：英伟达，拯救美股英伟达、特斯拉、苹果、亚马逊居个股期权成交榜前四位。其中，英伟达当日大涨超8%，夜盘仍涨逾1%。黄仁勋在周三讲话时提到，AI芯片Blackwell太抢手，以至于让客户不满，客户正对有限的供应展开竞争。这一表态大大刺激了市场情绪，可以说拯救了美股。期权方面，英伟达的周内CALL成交活跃，行权价相对保守。异动观察：CEO一封信，星巴克CALL价格狂飙除了英伟达，还有一家巨头公司在周三大涨，那就是星巴克。当日涨幅达5.21%，实现三连阳。消息面上，星巴克新任董事会主席兼首席执行官Brian Niccol在履新仅一周后发布公开信，称要让星巴克重回初心，重新明确社区咖啡馆的定位，提升店内服务水平和咖啡馆文化建设。对于扩大中国市场份额的问题，Niccol也表态称需要探索新的增长潜力和途径。星巴克昨日的CALL单成交活跃，响应了行情。尤其值得注意的是，由于连日的积极走势，部分CALL成交价格飙升，出现了1400%的夸张涨幅！点击交易星巴克期权： $SBUX 20240913 90.0 CALL$","news_type":1},"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348318192025664,"gmtCreate":1726044763697,"gmtModify":1726044766912,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus Pink","avatar":"https://community-static.tradeup.com/news/39e934cbdc05761469dbe8569c8d86af","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4141087974150782","authorIdStr":"4141087974150782"},"themes":[],"htmlText":"[龇牙] [龇牙] [龇牙] [龇牙]","listText":"[龇牙] [龇牙] [龇牙] [龇牙]","text":"[龇牙] [龇牙] [龇牙] [龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348318192025664","isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9979330609,"gmtCreate":1686779523901,"gmtModify":1686779530154,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus Pink","avatar":"https://community-static.tradeup.com/news/39e934cbdc05761469dbe8569c8d86af","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4141087974150782","idStr":"4141087974150782"},"themes":[],"htmlText":"Answer : D.Around 5%&nbsp; [开心] [开心]<a href=\"https://ttm.financial/U/4102123614530830\"> @nerdbull1669 </a><a href=\"https://ttm.financial/U/4113904591642392\"> @LMSunshine </a>","listText":"Answer : D.Around 5%&nbsp; [开心] [开心]<a href=\"https://ttm.financial/U/4102123614530830\"> @nerdbull1669 </a><a href=\"https://ttm.financial/U/4113904591642392\"> @LMSunshine </a>","text":"Answer : D.Around 5% [开心] [开心] @nerdbull1669 @LMSunshine","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":15,"commentSize":10,"repostSize":0,"link":"https://ttm.financial/post/9979330609","repostId":"187275402805248","repostType":1,"repost":{"id":187275402805248,"gmtCreate":1686729677152,"gmtModify":1686746354239,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"themes":[],"title":"[9th Anniv. Quiz] With Fed \"June Pause” Strengthened, Be Fear or Greed?","htmlText":"Topic for tigers: In today's market, do you see more greed or fear?May CPI data on Tuesday shows US inflation continued to cool down, and expectations for the Fed to pause(Probabilities of no change is 95.34% )interest rate hikes in June were strengthened.Even most Economists expect Fed to pause in June as follows:After the CPI data, all the three major U.S. stock indexes closed up collectively. The <a href=\"https://ttm.financial/S/.DJI\">$道琼斯(.DJI)$</a> rose for six consecutive days, hitting a four-month high. .On the disk, technology stocks continued to lead. <a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a> rose 3.55%, rising for 13 consecutive trading days, setting a new record for the company's longest winning streak in history; <a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&lt;/</a>","listText":"Topic for tigers: In today's market, do you see more greed or fear?May CPI data on Tuesday shows US inflation continued to cool down, and expectations for the Fed to pause(Probabilities of no change is 95.34% )interest rate hikes in June were strengthened.Even most Economists expect Fed to pause in June as follows:After the CPI data, all the three major U.S. stock indexes closed up collectively. The <a href=\"https://ttm.financial/S/.DJI\">$道琼斯(.DJI)$</a> rose for six consecutive days, hitting a four-month high. .On the disk, technology stocks continued to lead. <a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a> rose 3.55%, rising for 13 consecutive trading days, setting a new record for the company's longest winning streak in history; <a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&lt;/</a>","text":"Topic for tigers: In today's market, do you see more greed or fear?May CPI data on Tuesday shows US inflation continued to cool down, and expectations for the Fed to pause(Probabilities of no change is 95.34% )interest rate hikes in June were strengthened.Even most Economists expect Fed to pause in June as follows:After the CPI data, all the three major U.S. stock indexes closed up collectively. The $道琼斯(.DJI)$ rose for six consecutive days, hitting a four-month high. .On the disk, technology stocks continued to lead. $特斯拉(TSLA)$ rose 3.55%, rising for 13 consecutive trading days, setting a new record for the company's longest winning streak in history; $英伟达(NVDA)$</","images":[{"img":"https://community-static.tradeup.com/news/87f39fdb5501cfe8909fecf0784e873d","width":"404","height":"143"},{"img":"https://community-static.tradeup.com/news/3ce79cf03fe87ac4ef323ae0e1fc68e2"},{"img":"https://community-static.tradeup.com/news/7c7d83901db86398bce2c3f5916fc5a1","width":"1080","height":"1132"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187275402805248","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979321876,"gmtCreate":1687216944195,"gmtModify":1687216949182,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus Pink","avatar":"https://community-static.tradeup.com/news/39e934cbdc05761469dbe8569c8d86af","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4141087974150782","idStr":"4141087974150782"},"themes":[],"htmlText":"Answer&nbsp; D. 95% [害羞] [害羞] [害羞]<a href=\"https://ttm.financial/U/4105792568509970\"> @titajack </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a><a href=\"https://ttm.financial/U/4110175785559852\"> @BenjiFuji </a><a href=\"https://ttm.financial/U/3527667621665671\"> @Daily_Discussion </a><a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a><a href=\"https://ttm.financial/U/4102123614530830\"> @nerdbull1669 </a>","listText":"Answer&nbsp; D. 95% [害羞] [害羞] [害羞]<a href=\"https://ttm.financial/U/4105792568509970\"> @titajack </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a><a href=\"https://ttm.financial/U/4110175785559852\"> @BenjiFuji </a><a href=\"https://ttm.financial/U/3527667621665671\"> @Daily_Discussion </a><a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a><a href=\"https://ttm.financial/U/4102123614530830\"> @nerdbull1669 </a>","text":"Answer D. 95% [害羞] [害羞] [害羞] @titajack @koolgal @BenjiFuji @Daily_Discussion @JC888 @nerdbull1669","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":9,"repostSize":0,"link":"https://ttm.financial/post/9979321876","repostId":"189132762316896","repostType":1,"repost":{"id":189132762316896,"gmtCreate":1687180347895,"gmtModify":1687180379337,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"themes":[],"title":"9th Anniversary Quiz: Investing & Tiger (8)","htmlText":"Hello, everyone! It’s time for quiz!!!!!!!Our eighth question is: What percentage of Tiger's US equities is self-clearing?Remember to write your answer in the comment section and repost!Don’t forget to follow me and join the quiz!","listText":"Hello, everyone! It’s time for quiz!!!!!!!Our eighth question is: What percentage of Tiger's US equities is self-clearing?Remember to write your answer in the comment section and repost!Don’t forget to follow me and join the quiz!","text":"Hello, everyone! It’s time for quiz!!!!!!!Our eighth question is: What percentage of Tiger's US equities is self-clearing?Remember to write your answer in the comment section and repost!Don’t forget to follow me and join the quiz!","images":[{"img":"https://community-static.tradeup.com/news/acbfdb5f93c82462ad3a5ca017e00efc","width":"1000","height":"1000"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189132762316896","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979952993,"gmtCreate":1686353238313,"gmtModify":1686353262839,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus Pink","avatar":"https://community-static.tradeup.com/news/39e934cbdc05761469dbe8569c8d86af","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4141087974150782","idStr":"4141087974150782"},"themes":[],"htmlText":"Answer B.not allowed [爱心] [爱心] [爱心] <a href=\"https://ttm.financial/U/4113904591642392\"> @LMSunshine </a><a href=\"https://ttm.financial/U/4113904591642392\"> @LMSunshine </a>","listText":"Answer B.not allowed [爱心] [爱心] [爱心] <a href=\"https://ttm.financial/U/4113904591642392\"> @LMSunshine </a><a href=\"https://ttm.financial/U/4113904591642392\"> @LMSunshine </a>","text":"Answer B.not allowed [爱心] [爱心] [爱心] @LMSunshine @LMSunshine","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":12,"commentSize":10,"repostSize":0,"link":"https://ttm.financial/post/9979952993","repostId":"185597897265152","repostType":1,"repost":{"id":185597897265152,"gmtCreate":1686320129902,"gmtModify":1686563137787,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"themes":[],"title":"[9th Anniv. Quiz] Analysts Suggest Cautious As SPX. Entered Technical Bull Market","htmlText":"On Thursday, three major US stock indexes collectively closed higher. At the close, <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> settled at 4293.93, rebounding 20% from its low point in October 2022, entering a technical bull market. It also signalled the ending of the longest <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> bear market since the 1940s. Tech sector rally end the second longest bear marketThe S&amp;P 500 index has been in bear market territory for 244 trading days, marking the longest duration since May 15, 1948. That year, the bear market lasted for 484 trading days. Historically, bear markets have an average duration of 142 trading days.S&amp;P 500 index has risen 11.5% year-to-date, but a large portion of the gains are attributed to surges","listText":"On Thursday, three major US stock indexes collectively closed higher. At the close, <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> settled at 4293.93, rebounding 20% from its low point in October 2022, entering a technical bull market. It also signalled the ending of the longest <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> bear market since the 1940s. Tech sector rally end the second longest bear marketThe S&amp;P 500 index has been in bear market territory for 244 trading days, marking the longest duration since May 15, 1948. That year, the bear market lasted for 484 trading days. Historically, bear markets have an average duration of 142 trading days.S&amp;P 500 index has risen 11.5% year-to-date, but a large portion of the gains are attributed to surges","text":"On Thursday, three major US stock indexes collectively closed higher. At the close, $S&P 500(.SPX)$ settled at 4293.93, rebounding 20% from its low point in October 2022, entering a technical bull market. It also signalled the ending of the longest $S&P 500(.SPX)$ bear market since the 1940s. Tech sector rally end the second longest bear marketThe S&P 500 index has been in bear market territory for 244 trading days, marking the longest duration since May 15, 1948. That year, the bear market lasted for 484 trading days. Historically, bear markets have an average duration of 142 trading days.S&P 500 index has risen 11.5% year-to-date, but a large portion of the gains are attributed to surges","images":[{"img":"https://community-static.tradeup.com/news/e5b60827ac5865da6b69db1de4f9474e","width":"950","height":"1580"},{"img":"https://community-static.tradeup.com/news/8c908266987fc98b3287b8e6362b0624","width":"560","height":"240"},{"img":"https://community-static.tradeup.com/news/f09a0c82d8d8204398d3f2ef2be5092d","width":"1000","height":"836"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185597897265152","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194112009691344,"gmtCreate":1688430396698,"gmtModify":1688430403332,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus Pink","avatar":"https://community-static.tradeup.com/news/39e934cbdc05761469dbe8569c8d86af","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4141087974150782","idStr":"4141087974150782"},"themes":[],"htmlText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/194112009691344","repostId":"1131220953","repostType":4,"repost":{"id":"1131220953","kind":"news","pubTimestamp":1688396881,"share":"https://ttm.financial/m/news/1131220953?lang=&edition=fundamental","pubTime":"2023-07-03 23:08","market":"us","language":"zh","title":"被巴菲特称为“金融灾难”的一笔投资，是如何发生的","url":"https://stock-news.laohu8.com/highlight/detail?id=1131220953","media":"聪明投资者","summary":"我从不想跟一个丑女人上床，但当我确信好几次醒来，身边躺的就是。","content":"<html><head></head><body><p>在巴菲特的投资生涯中，成功的案例数不胜数。</p><p style=\"text-align: justify;\">但智者千虑，难免有一失，实际上，巴菲特就曾多次反省自己投资中的那些的错误。</p><p style=\"text-align: justify;\">1993年，巴菲特以换股方式收购德克斯特鞋业（Dexter Shoe）。</p><p style=\"text-align: justify;\">当时巴菲特对这家公司充满信心，公开赞誉它是一颗“商业明珠”，是他职业生涯中见过的管理得最好的公司之一。</p><p style=\"text-align: justify;\">然而，在此后的几年间，一切都发生了变化，德克斯特面临进口低价鞋的竞争，利润下滑，拖累了伯克希尔的整个鞋业。</p><p style=\"text-align: justify;\">最终，2001年，它被并入伯克希尔的布朗鞋业。</p><p style=\"text-align: justify;\">雪上加霜的是，巴菲特在买入时，选择用伯克希尔哈撒韦公司1.6%的股票支付而非现金，相当于花费一家出色企业的股票换取了另一家失败公司的股票。</p><p style=\"text-align: justify;\">其实当初买入这家公司时，巴菲特很有信心，尤其看好其管理层。创始人哈罗德·阿尔方德也是一个传奇企业家。</p><p style=\"text-align: justify;\">即便最终这笔投资被认为失败，巴菲特也不认为是管理层的问题，而是生意本身。</p><p style=\"text-align: justify;\">巴菲特将其称为自己做的最糟糕的交易，但从不回避自己可能犯更多错误的事实，他曾在股东信中开玩笑地引用一段鲍勃·迪伦歌词，来解释这种事情——“<strong>我从不想跟一个丑女人上床，但当我确信好几次醒来，身边躺的就是。</strong>” </p><p style=\"text-align: justify;\">而芒格则对此事在股东会上淡淡补充：“<strong>这表明，无论你多么努力地建立避免错误的系统，即使你很努力的保持在你的能力范围内，你仍然会犯错误。我想我可以自信地保证，这不会是我们最后一次犯错。</strong>”</p><h2 style=\"text-align: justify;\">1、巴菲特对于鞋业的投资</h2><p style=\"text-align: justify;\">巴菲特对于鞋业的投资，始于1991年买下布朗鞋业。这是北美地区一个生产工作鞋与工作靴的品牌，拥有非凡的销售毛利与资产报酬。</p><p style=\"text-align: justify;\">次年，布朗鞋业买下 Lowell 鞋业，一家专门制造护士专用鞋的公司。</p><p style=\"text-align: justify;\">因为这两家鞋业公司那几年的表现超出了巴菲特的预期，1993年，他决定买下缅因州的德克斯特鞋业，一家专门制造高级男女鞋的品牌。</p><p style=\"text-align: justify;\">而巴菲特与德克斯特的结缘，也与布朗鞋业有关。</p><p style=\"text-align: justify;\">德克斯特当时的总裁彼得·伦德（Peter Lunder）回忆称，自己正是通过梅尔维尔鞋业的董事长兼总裁弗兰克·鲁尼（Frank Rooney）认识巴菲特的。</p><p style=\"text-align: justify;\">弗兰克在 1978 年曾试图收购德克斯特。当时彼得和他的叔叔，也就是德克斯特董事长哈罗德·阿尔方德（Harold Alfond）都参加了会议，但交流后两人最终觉得，自己的公司还很年轻，还有很多未完的事情要去做，所以不能卖出去。</p><p style=\"text-align: justify;\">最终他们没有同意对方的收购建议，而是继续保持独立。</p><p style=\"text-align: justify;\">然而对方并没有放弃，此后多次找他们洽谈收购的事情，包括也有其他人想收购他们，但每次叔侄两人都敷衍了过去，并没有卖出。</p><p style=\"text-align: justify;\">一直到1992年，弗兰克的岳父，也就是布朗鞋业的董事长——雷·W·赫弗南 (Ray W. Heffernan)去世，他的家人把布朗鞋业卖给了伯克希尔，弗兰克由此与巴菲特结缘。</p><p style=\"text-align: justify;\">此后，巴菲特通过弗兰克联系了德克斯特，提出了收购要求。</p><p style=\"text-align: justify;\">最初的洽谈不是很成功，因为彼得和哈罗德都不想要现金，他们只对股票感兴趣。</p><p style=\"text-align: justify;\">直到1993年，巴菲特和弗兰克再次找到他们，双方经过了四个小时的会议，最终达成一致，用伯克希尔的股票来换取德克斯特。</p><p style=\"text-align: justify;\">1993 年，79 岁的哈罗德·阿尔方德将德克斯特卖给了沃伦·巴菲特，换取了伯克希尔哈撒韦公司的股票。</p><p style=\"text-align: justify;\">事后来看，他们选择要伯克希尔股票的这一想法，相当聪明，而这笔交易也让巴菲特和他们结缘，很多年后，在彼得办公室的墙上，都还一直挂着巴菲特的题字照片。</p><h2 style=\"text-align: justify;\">2、德克斯特的管理层</h2><p style=\"text-align: justify;\">实际上，巴菲特在买入布朗鞋业时就已经知道，鞋子这个行业竞争相当激烈，美国本土制鞋业难以与国外进口的低价产品竞争。</p><p style=\"text-align: justify;\">他说：“在全美一年 10 亿双的采购量中，大约有 85%是从国外进口，而产业中大部分的制造工厂表现都乏善可陈。”</p><p style=\"text-align: justify;\">“由于款式与型号繁多导致库存压力相当重，同时收入还都是大笔的应收账款。”</p><p style=\"text-align: justify;\">但巴菲特看中了布朗鞋业的管理层和它的创始人。</p><p style=\"text-align: justify;\">针对布朗鞋业，他说：“在这样的环境底下，只有像弗兰克这样优秀的经理人再加上赫弗南先生所建立这样的事业才有可能生存。”</p><p style=\"text-align: justify;\">在买入布朗鞋业后，巴菲特把弗兰克叫来管理公司。</p><p style=\"text-align: justify;\">同样的，买入德克斯特，同样是巴菲特对于哈罗德·阿尔方德的押注。他认为布朗鞋业与德克斯特都有能力对抗外来入侵者。</p><p style=\"text-align: justify;\">而在巅峰时期的那几年，德克斯特确实表现出色，创始人哈罗德也是一个传奇人物。</p><p style=\"text-align: justify;\">1914 年出生于马萨诸塞州，美国经济大萧条期间，他刚好成年。哈罗德没有上过大学，高中毕业的他，就跟随父亲在缅因州从事制鞋业务。</p><p style=\"text-align: justify;\">最开始，他在制鞋工厂做工，时薪25美分。1956年，他用一万美元创立了德克斯特。两年后，他的侄子彼得·伦德（Peter Lunder）加入。</p><p style=\"text-align: justify;\">从此两人建立起了年产 750 万双鞋子的企业。他们的大部分鞋子都在缅因州生产，其余的则在波多黎各。</p><p style=\"text-align: justify;\">1971 年，德克斯特在缅因州斯科希甘的工厂率先开设工厂直销店，该公司成为全国首批零售自己产品的制造商之一。</p><p style=\"text-align: justify;\">最终，德克斯特将这种模式扩展到全国 80 多家直销店。在鼎盛时期，他们雇佣了 4,000 多名员工，年销售额超过 2.5 亿美元。</p><p style=\"text-align: justify;\">巴菲尔评价德克斯特，说它拥有悠久的盈利历史、经久不衰的特许经营权和卓越的管理。</p><p style=\"text-align: justify;\">哈罗德和彼得当时也表示，合并对两家公司都有好处。</p><p style=\"text-align: justify;\">“伯克希尔哈撒韦公司熟悉制鞋业，并认同我们专注于长期目标的管理理念，”他们说。</p><p style=\"text-align: justify;\">在买入德克斯特后，一如巴菲特以往的操作，没有更换管理层。</p><p style=\"text-align: justify;\">在那年的股东信中，巴菲特对德克斯特给予了极高的赞赏——“这次我可以向大家保证德克斯特并不需要改造，德克斯特是查理跟我在职业生涯中，所见过最好的公司之一。”</p><p style=\"text-align: justify;\">他还补充道，用伯克希尔股票来支付是一个明智的决定。</p><h2 style=\"text-align: justify;\">3、从“最好的公司”到“最糟糕的交易”</h2><p style=\"text-align: justify;\">巴菲特对于德克斯特给予了很高的期望，但这笔投资的后续并不美好。</p><p style=\"text-align: justify;\">此后几年，果然按照巴菲特一开始的判断，美国制鞋业受到海外进口低价产品的竞争，难以为继，业绩也连连下滑。</p><p style=\"text-align: justify;\">而管理层似乎也不能扭转这种趋势，巴菲特在1999年的股东信中终于承认了这一问题：</p><p style=\"text-align: justify;\">“我们旗下的制造、零售与服务业的表现几乎接近完美，德克斯特鞋业除外，不过该公司的问题不在于经营管理。</p><p style=\"text-align: justify;\">就工作上的经验、活力与认真而言，德克斯特与其它子公司优秀的经理人毫无二致。主要原因还在于我们的制造据点位于美国本土，缺乏竞争优势。</p><p style=\"text-align: justify;\">总计 1999 年，在美国 13 亿双的鞋子消耗量中，93%来自于进口，廉价的劳工成本是主要的关键因素。”</p><p style=\"text-align: justify;\">面对这一问题，巴菲特的对策是从海外寻找潜在的代工，但这并未解决问题。</p><p style=\"text-align: justify;\">“我在 1993 年斥资买下德克斯特根本是个错误，更惨的是当时我还是用伯克希尔股份换来的。”巴菲特在 2000 年的信中承认。</p><p style=\"text-align: justify;\">当然，巴菲特依然认可公司的管理层，赞赏他们称：“于公于私我们制鞋事业的经理人都称得上是一流的，他们在非常艰苦的环境下努力工作，即便他们早已不必为了五斗米而折腰，为此我衷心地佩服并感谢他们。”</p><p style=\"text-align: justify;\">到了2001年，伯克希尔的制鞋事业营运税前损失高达 4,620 万美元，尽管布朗鞋业仍有获利，依然无法扭转整体的亏损。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32d33adf34253dc54e1ea2ff8b901d5f\" title=\"制图：聪明投资者\" tg-width=\"1080\" tg-height=\"608\"/><span>制图：聪明投资者</span></p><p>制图：聪明投资者</p><p style=\"text-align: justify;\">巴菲特寄希望于布朗鞋业的管理者来扭转德克斯特的困局，将德克斯特并入了布朗鞋业。</p><p style=\"text-align: justify;\">至此，哈罗德·阿尔方德也离开了他一手创立的公司，专心致力于慈善事业了。</p><p style=\"text-align: justify;\">并入后的次年取得了一定的效果，伯克希尔鞋类利润回升至 2,400 万美元，较 2001 年的亏损，大幅改善了 7,000 万美元。</p><p style=\"text-align: justify;\">而巴菲特则表示德克斯特的营运已回归正轨，尽管解决问题耗费了不少成本。</p><p style=\"text-align: justify;\">可惜这种复苏却没能持续。</p><p style=\"text-align: justify;\">至此，德克斯特的故事已经结束得差不多了，但巴菲特在此后的生涯里多次提及这家公司。</p><p style=\"text-align: justify;\">在 2007 年致股东的信中，他再次哀叹自己的错误：</p><p style=\"text-align: justify;\"><strong>“德克斯特公司是 1993 年我用价值 4.33 亿美元的 25203 股伯克希尔的 A 股股票，买下的制鞋公司。在随后几年里，不但我自认为的持续竞争优势消失得无影无踪。而且这只是个开始：由于用的是伯克希尔的股票，我将这个错误放大很多。”</strong></p><p style=\"text-align: justify;\">“说到底，我就是放弃一份，现在的价值是 2200 亿美元，出色的生意的 1.6％，买回了一项毫无价值的生意。到此为止，德克斯特是我做的最糟糕的交易。”</p><p style=\"text-align: justify;\">2014年，巴菲特在信中称这笔投资是一场金融灾难，应该在吉尼斯世界纪录中占有一席之地。</p><h2 style=\"text-align: justify;\">4、最大的赢家——阿尔方德家族</h2><p style=\"text-align: justify;\">虽然这笔收购被巴菲特本人称为他做过的最糟糕的交易，但阿尔方德家族却在这笔投资中大赚特赚，因为他们拿到了伯克希尔的股票，成为了这笔交易的最大赢家。</p><p style=\"text-align: justify;\">实际上，这也成为很多卖身给伯克希尔企业的选择，他们更倾向于拥有伯克希尔的股票。</p><p style=\"text-align: justify;\">在伯克希尔收购后，哈罗德·阿尔方德一直管理德克斯特，直到它在2001 年被并入布朗鞋业。</p><p style=\"text-align: justify;\">哈罗德·阿尔方德慷慨地捐出了他的财富，通过他自己的私人基金会，他一直在支持当地的慈善事业。</p><p style=\"text-align: justify;\">很长一段时间内，阿尔方德家族都没有卖出一股伯克希尔的股票，而伯克希尔不断上涨的股价，无疑为他们提供了更多财富，也为他们的慈善事业提供了更多支持。</p><p style=\"text-align: justify;\">在他的一生中，哈罗德为慈善事业贡献了数百万美元，90岁高龄时依然在工作。</p><p style=\"text-align: justify;\">因为哈罗德是一位多才多艺的运动员、体育迷，并且坚信体育为年轻人提供了宝贵的个人成长机会。</p><p style=\"text-align: justify;\">他的许多捐赠都捐给了公立私立的学院和大学，以及私立中学，用于建造运动设施和运动场。很多学术、体育、医疗保健和社区建筑和设施都冠以 Alfond 的名字。</p><p style=\"text-align: justify;\">2007 年，哈罗德·阿尔方德去世。</p><p style=\"text-align: justify;\">他将几乎所有财富都捐给了自己的基金会，该基金会至今仍在支持缅因州的慈善事业。</p><p style=\"text-align: justify;\">某种程度上，这也算和同样热爱慈善事业的巴菲特，最终殊途同归吧。</p></body></html>","source":"Capital-nature","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>被巴菲特称为“金融灾难”的一笔投资，是如何发生的</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被巴菲特称为“金融灾难”的一笔投资，是如何发生的\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-03 23:08 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/O0HdWcmiN2fviXGW0PaOVw?global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A4%7D><strong>聪明投资者</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在巴菲特的投资生涯中，成功的案例数不胜数。但智者千虑，难免有一失，实际上，巴菲特就曾多次反省自己投资中的那些的错误。1993年，巴菲特以换股方式收购德克斯特鞋业（Dexter Shoe）。当时巴菲特对这家公司充满信心，公开赞誉它是一颗“商业明珠”，是他职业生涯中见过的管理得最好的公司之一。然而，在此后的几年间，一切都发生了变化，德克斯特面临进口低价鞋的竞争，利润下滑，拖累了伯克希尔的整个鞋业。最终...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/O0HdWcmiN2fviXGW0PaOVw?global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A4%7D\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ee8356647b06585ac937a0f45e6aeb17","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"https://mp.weixin.qq.com/s/O0HdWcmiN2fviXGW0PaOVw?global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A4%7D","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131220953","content_text":"在巴菲特的投资生涯中，成功的案例数不胜数。但智者千虑，难免有一失，实际上，巴菲特就曾多次反省自己投资中的那些的错误。1993年，巴菲特以换股方式收购德克斯特鞋业（Dexter Shoe）。当时巴菲特对这家公司充满信心，公开赞誉它是一颗“商业明珠”，是他职业生涯中见过的管理得最好的公司之一。然而，在此后的几年间，一切都发生了变化，德克斯特面临进口低价鞋的竞争，利润下滑，拖累了伯克希尔的整个鞋业。最终，2001年，它被并入伯克希尔的布朗鞋业。雪上加霜的是，巴菲特在买入时，选择用伯克希尔哈撒韦公司1.6%的股票支付而非现金，相当于花费一家出色企业的股票换取了另一家失败公司的股票。其实当初买入这家公司时，巴菲特很有信心，尤其看好其管理层。创始人哈罗德·阿尔方德也是一个传奇企业家。即便最终这笔投资被认为失败，巴菲特也不认为是管理层的问题，而是生意本身。巴菲特将其称为自己做的最糟糕的交易，但从不回避自己可能犯更多错误的事实，他曾在股东信中开玩笑地引用一段鲍勃·迪伦歌词，来解释这种事情——“我从不想跟一个丑女人上床，但当我确信好几次醒来，身边躺的就是。” 而芒格则对此事在股东会上淡淡补充：“这表明，无论你多么努力地建立避免错误的系统，即使你很努力的保持在你的能力范围内，你仍然会犯错误。我想我可以自信地保证，这不会是我们最后一次犯错。”1、巴菲特对于鞋业的投资巴菲特对于鞋业的投资，始于1991年买下布朗鞋业。这是北美地区一个生产工作鞋与工作靴的品牌，拥有非凡的销售毛利与资产报酬。次年，布朗鞋业买下 Lowell 鞋业，一家专门制造护士专用鞋的公司。因为这两家鞋业公司那几年的表现超出了巴菲特的预期，1993年，他决定买下缅因州的德克斯特鞋业，一家专门制造高级男女鞋的品牌。而巴菲特与德克斯特的结缘，也与布朗鞋业有关。德克斯特当时的总裁彼得·伦德（Peter Lunder）回忆称，自己正是通过梅尔维尔鞋业的董事长兼总裁弗兰克·鲁尼（Frank Rooney）认识巴菲特的。弗兰克在 1978 年曾试图收购德克斯特。当时彼得和他的叔叔，也就是德克斯特董事长哈罗德·阿尔方德（Harold Alfond）都参加了会议，但交流后两人最终觉得，自己的公司还很年轻，还有很多未完的事情要去做，所以不能卖出去。最终他们没有同意对方的收购建议，而是继续保持独立。然而对方并没有放弃，此后多次找他们洽谈收购的事情，包括也有其他人想收购他们，但每次叔侄两人都敷衍了过去，并没有卖出。一直到1992年，弗兰克的岳父，也就是布朗鞋业的董事长——雷·W·赫弗南 (Ray W. Heffernan)去世，他的家人把布朗鞋业卖给了伯克希尔，弗兰克由此与巴菲特结缘。此后，巴菲特通过弗兰克联系了德克斯特，提出了收购要求。最初的洽谈不是很成功，因为彼得和哈罗德都不想要现金，他们只对股票感兴趣。直到1993年，巴菲特和弗兰克再次找到他们，双方经过了四个小时的会议，最终达成一致，用伯克希尔的股票来换取德克斯特。1993 年，79 岁的哈罗德·阿尔方德将德克斯特卖给了沃伦·巴菲特，换取了伯克希尔哈撒韦公司的股票。事后来看，他们选择要伯克希尔股票的这一想法，相当聪明，而这笔交易也让巴菲特和他们结缘，很多年后，在彼得办公室的墙上，都还一直挂着巴菲特的题字照片。2、德克斯特的管理层实际上，巴菲特在买入布朗鞋业时就已经知道，鞋子这个行业竞争相当激烈，美国本土制鞋业难以与国外进口的低价产品竞争。他说：“在全美一年 10 亿双的采购量中，大约有 85%是从国外进口，而产业中大部分的制造工厂表现都乏善可陈。”“由于款式与型号繁多导致库存压力相当重，同时收入还都是大笔的应收账款。”但巴菲特看中了布朗鞋业的管理层和它的创始人。针对布朗鞋业，他说：“在这样的环境底下，只有像弗兰克这样优秀的经理人再加上赫弗南先生所建立这样的事业才有可能生存。”在买入布朗鞋业后，巴菲特把弗兰克叫来管理公司。同样的，买入德克斯特，同样是巴菲特对于哈罗德·阿尔方德的押注。他认为布朗鞋业与德克斯特都有能力对抗外来入侵者。而在巅峰时期的那几年，德克斯特确实表现出色，创始人哈罗德也是一个传奇人物。1914 年出生于马萨诸塞州，美国经济大萧条期间，他刚好成年。哈罗德没有上过大学，高中毕业的他，就跟随父亲在缅因州从事制鞋业务。最开始，他在制鞋工厂做工，时薪25美分。1956年，他用一万美元创立了德克斯特。两年后，他的侄子彼得·伦德（Peter Lunder）加入。从此两人建立起了年产 750 万双鞋子的企业。他们的大部分鞋子都在缅因州生产，其余的则在波多黎各。1971 年，德克斯特在缅因州斯科希甘的工厂率先开设工厂直销店，该公司成为全国首批零售自己产品的制造商之一。最终，德克斯特将这种模式扩展到全国 80 多家直销店。在鼎盛时期，他们雇佣了 4,000 多名员工，年销售额超过 2.5 亿美元。巴菲尔评价德克斯特，说它拥有悠久的盈利历史、经久不衰的特许经营权和卓越的管理。哈罗德和彼得当时也表示，合并对两家公司都有好处。“伯克希尔哈撒韦公司熟悉制鞋业，并认同我们专注于长期目标的管理理念，”他们说。在买入德克斯特后，一如巴菲特以往的操作，没有更换管理层。在那年的股东信中，巴菲特对德克斯特给予了极高的赞赏——“这次我可以向大家保证德克斯特并不需要改造，德克斯特是查理跟我在职业生涯中，所见过最好的公司之一。”他还补充道，用伯克希尔股票来支付是一个明智的决定。3、从“最好的公司”到“最糟糕的交易”巴菲特对于德克斯特给予了很高的期望，但这笔投资的后续并不美好。此后几年，果然按照巴菲特一开始的判断，美国制鞋业受到海外进口低价产品的竞争，难以为继，业绩也连连下滑。而管理层似乎也不能扭转这种趋势，巴菲特在1999年的股东信中终于承认了这一问题：“我们旗下的制造、零售与服务业的表现几乎接近完美，德克斯特鞋业除外，不过该公司的问题不在于经营管理。就工作上的经验、活力与认真而言，德克斯特与其它子公司优秀的经理人毫无二致。主要原因还在于我们的制造据点位于美国本土，缺乏竞争优势。总计 1999 年，在美国 13 亿双的鞋子消耗量中，93%来自于进口，廉价的劳工成本是主要的关键因素。”面对这一问题，巴菲特的对策是从海外寻找潜在的代工，但这并未解决问题。“我在 1993 年斥资买下德克斯特根本是个错误，更惨的是当时我还是用伯克希尔股份换来的。”巴菲特在 2000 年的信中承认。当然，巴菲特依然认可公司的管理层，赞赏他们称：“于公于私我们制鞋事业的经理人都称得上是一流的，他们在非常艰苦的环境下努力工作，即便他们早已不必为了五斗米而折腰，为此我衷心地佩服并感谢他们。”到了2001年，伯克希尔的制鞋事业营运税前损失高达 4,620 万美元，尽管布朗鞋业仍有获利，依然无法扭转整体的亏损。制图：聪明投资者制图：聪明投资者巴菲特寄希望于布朗鞋业的管理者来扭转德克斯特的困局，将德克斯特并入了布朗鞋业。至此，哈罗德·阿尔方德也离开了他一手创立的公司，专心致力于慈善事业了。并入后的次年取得了一定的效果，伯克希尔鞋类利润回升至 2,400 万美元，较 2001 年的亏损，大幅改善了 7,000 万美元。而巴菲特则表示德克斯特的营运已回归正轨，尽管解决问题耗费了不少成本。可惜这种复苏却没能持续。至此，德克斯特的故事已经结束得差不多了，但巴菲特在此后的生涯里多次提及这家公司。在 2007 年致股东的信中，他再次哀叹自己的错误：“德克斯特公司是 1993 年我用价值 4.33 亿美元的 25203 股伯克希尔的 A 股股票，买下的制鞋公司。在随后几年里，不但我自认为的持续竞争优势消失得无影无踪。而且这只是个开始：由于用的是伯克希尔的股票，我将这个错误放大很多。”“说到底，我就是放弃一份，现在的价值是 2200 亿美元，出色的生意的 1.6％，买回了一项毫无价值的生意。到此为止，德克斯特是我做的最糟糕的交易。”2014年，巴菲特在信中称这笔投资是一场金融灾难，应该在吉尼斯世界纪录中占有一席之地。4、最大的赢家——阿尔方德家族虽然这笔收购被巴菲特本人称为他做过的最糟糕的交易，但阿尔方德家族却在这笔投资中大赚特赚，因为他们拿到了伯克希尔的股票，成为了这笔交易的最大赢家。实际上，这也成为很多卖身给伯克希尔企业的选择，他们更倾向于拥有伯克希尔的股票。在伯克希尔收购后，哈罗德·阿尔方德一直管理德克斯特，直到它在2001 年被并入布朗鞋业。哈罗德·阿尔方德慷慨地捐出了他的财富，通过他自己的私人基金会，他一直在支持当地的慈善事业。很长一段时间内，阿尔方德家族都没有卖出一股伯克希尔的股票，而伯克希尔不断上涨的股价，无疑为他们提供了更多财富，也为他们的慈善事业提供了更多支持。在他的一生中，哈罗德为慈善事业贡献了数百万美元，90岁高龄时依然在工作。因为哈罗德是一位多才多艺的运动员、体育迷，并且坚信体育为年轻人提供了宝贵的个人成长机会。他的许多捐赠都捐给了公立私立的学院和大学，以及私立中学，用于建造运动设施和运动场。很多学术、体育、医疗保健和社区建筑和设施都冠以 Alfond 的名字。2007 年，哈罗德·阿尔方德去世。他将几乎所有财富都捐给了自己的基金会，该基金会至今仍在支持缅因州的慈善事业。某种程度上，这也算和同样热爱慈善事业的巴菲特，最终殊途同归吧。","news_type":1},"isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191773492486424,"gmtCreate":1687828356049,"gmtModify":1687828361335,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus 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Also include other one. Like can watch video, getting any news,get some rewards,can share your article.pretty good.","listText":"So good app. Not just&nbsp; invest only. Also include other one. Like can watch video, getting any news,get some rewards,can share your article.pretty good.","text":"So good app. Not just invest only. Also include other one. Like can watch video, getting any news,get some rewards,can share your article.pretty good.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9949377816","isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000487","authorId":"9000000000000487","name":"MaudNelly","avatar":"https://static.tigerbbs.com/1e0fafb6a0868fdff5a6626301b88f7c","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000487","idStr":"9000000000000487"},"content":"Looks like we can do everything related to investment at here.","text":"Looks like we can do everything related to investment at here.","html":"Looks like we can do everything related to investment at 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11:22","market":"hk","language":"zh","title":"台积电市值逼近1万亿美元！华尔街齐声唱多","url":"https://stock-news.laohu8.com/highlight/detail?id=2444237740","media":"华尔街见闻","summary":"即将迈入“万亿俱乐部”之际，高盛、摩根大通等纷纷上调台积电目标价，他们认为AI需求激增及涨价预期将推高公司的盈利。","content":"<html><head></head><body><blockquote><p><strong>即将迈入“万亿俱乐部”之际，高盛、摩根大通等纷纷上调台积电目标价，他们认为AI需求激增及涨价预期将推高公司的盈利。</strong></p></blockquote><p>AI浪潮中，今年迄今<a href=\"https://laohu8.com/S/TSM\">台积电</a>美股股价已累计涨超76%。上周，台积电一举超越“股神”巴菲特旗下<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦成为全球市值第八的公司，这周台积电股价再创新高，市值逼近1万亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18ab64ac4f8e3d7961d573c6a3498940\" tg-width=\"560\" tg-height=\"240\"/></p><p>即将迈入“万亿俱乐部”之际，本周<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>等多家华尔街券商上调台积电目标价，他们认为AI相关需求激增以及2025年公司可能的涨价行动将推高台积电盈利。</p><p><strong>高盛对于台积电的前景最为乐观，该行将台积电目标价提高19%至1160元台币</strong>，其预计公司3纳米和5纳米芯片制造价格将以“低个位数的百分比”上涨。</p><p>摩根大通表示，台积电或将提高2024年收入展望，还可能将资本支出提高到指引区间的高端。<strong>摩根大通预计到2028年人工智能对台积电总销售额的贡献率将为35%。</strong></p><p>台积电此前也表示，预计2024年的资本支出在280亿至320亿美元之间，预计2025年可能增至350亿至400亿美元，这些巨额预算主要用于2/3纳米工艺的研发和生产。</p><p>近期，花旗和<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>也双双上调了台积电的目标价。两家投行均认为，随着AI技术的快速发展和应用的不断扩大，台积电将从数据中心和边缘AI的芯片需求中获益，尤其是在更先进的2/3纳米工艺节点上。</p><p><strong>花旗预计，到2025年底，全球大多数AI GPU将迁移到3纳米工艺，这将为台积电带来更多订单</strong>，其3纳米工艺利用率预计将在明年保持紧张状态。台积电预计将在2025年获得更多3纳米芯片订单，特别是来自<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/QCOM\">高通</a>和联发科等客户。</p><p>此外，<strong>摩根士丹利分析师Charlie Chan领衔的分析团队于6月5日发布研报，预计台积电可能会在2025年提高晶圆价格5%</strong>，以保持其毛利率在53%及以上的水平，并表示如果<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>接受涨价，其他关键的AI客户也可能会跟进。</p><p>AI浪潮中，作为科技巨头们的主要芯片代工厂商，台积电收获颇丰。高盛分析师Bruce Lu表示，“随着人工智能的不断发展，我们认为台积电是主要受益者之一”。</p><p>AI芯片订单高企，台积电5月销售额实现强劲增长。公司5月销售额为2296.2亿新台币（约合71.14亿美元），同比增长30.1%。今年1-5月，台积电累计销售额达1.06万亿新台币（约合328.39亿美元），同比增长27%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/709848af57d15fb61895756048f0737b\" tg-width=\"1024\" tg-height=\"241\"/></p><p>时任台积电董事长的刘德音在股东大会上表示，预计AI需求比一年前乐观，随着AI的应用和芯片对公司提出更高要求，台积电对未来的增长充满信心。</p></body></html>","source":"wallstreetcn_hot_news","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>台积电市值逼近1万亿美元！华尔街齐声唱多 </title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/293a127274c3222e1a117f6c48b196f6","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU2237443622.USD":"Aberdeen Standard 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ACC","BK4534":"瑞士信贷持仓"},"source_url":"https://wallstreetcn.com/articles/3717656","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2444237740","content_text":"即将迈入“万亿俱乐部”之际，高盛、摩根大通等纷纷上调台积电目标价，他们认为AI需求激增及涨价预期将推高公司的盈利。AI浪潮中，今年迄今台积电美股股价已累计涨超76%。上周，台积电一举超越“股神”巴菲特旗下伯克希尔哈撒韦成为全球市值第八的公司，这周台积电股价再创新高，市值逼近1万亿美元。即将迈入“万亿俱乐部”之际，本周高盛、摩根大通等多家华尔街券商上调台积电目标价，他们认为AI相关需求激增以及2025年公司可能的涨价行动将推高台积电盈利。高盛对于台积电的前景最为乐观，该行将台积电目标价提高19%至1160元台币，其预计公司3纳米和5纳米芯片制造价格将以“低个位数的百分比”上涨。摩根大通表示，台积电或将提高2024年收入展望，还可能将资本支出提高到指引区间的高端。摩根大通预计到2028年人工智能对台积电总销售额的贡献率将为35%。台积电此前也表示，预计2024年的资本支出在280亿至320亿美元之间，预计2025年可能增至350亿至400亿美元，这些巨额预算主要用于2/3纳米工艺的研发和生产。近期，花旗和摩根士丹利也双双上调了台积电的目标价。两家投行均认为，随着AI技术的快速发展和应用的不断扩大，台积电将从数据中心和边缘AI的芯片需求中获益，尤其是在更先进的2/3纳米工艺节点上。花旗预计，到2025年底，全球大多数AI GPU将迁移到3纳米工艺，这将为台积电带来更多订单，其3纳米工艺利用率预计将在明年保持紧张状态。台积电预计将在2025年获得更多3纳米芯片订单，特别是来自苹果、高通和联发科等客户。此外，摩根士丹利分析师Charlie Chan领衔的分析团队于6月5日发布研报，预计台积电可能会在2025年提高晶圆价格5%，以保持其毛利率在53%及以上的水平，并表示如果英伟达接受涨价，其他关键的AI客户也可能会跟进。AI浪潮中，作为科技巨头们的主要芯片代工厂商，台积电收获颇丰。高盛分析师Bruce Lu表示，“随着人工智能的不断发展，我们认为台积电是主要受益者之一”。AI芯片订单高企，台积电5月销售额实现强劲增长。公司5月销售额为2296.2亿新台币（约合71.14亿美元），同比增长30.1%。今年1-5月，台积电累计销售额达1.06万亿新台币（约合328.39亿美元），同比增长27%。时任台积电董事长的刘德音在股东大会上表示，预计AI需求比一年前乐观，随着AI的应用和芯片对公司提出更高要求，台积电对未来的增长充满信心。","news_type":1},"isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":283027615441096,"gmtCreate":1710127051941,"gmtModify":1710127055586,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus 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10:55","market":"sh","language":"zh","title":"宁德时代大涨超10%！大摩上调其评级至超配，目标价至210元","url":"https://stock-news.laohu8.com/highlight/detail?id=1126977771","media":"老虎资讯综合","summary":"3月11日，$宁德时代(300750)$大涨超10%，成交额超70亿！大摩称看到其基本面多个拐点，上调其评级至超配，并选为行业首选。$摩根士丹利(MS)$称，随着价格战接近尾声，$宁德时代(300750)$准备通过新一代大规模生产线提高成本效率，并扩大在净资产收益率方面的优势，看到$宁德时代(300750)$在基本面上的多个拐点，上调公司评级至超配，并选为行业首选。分析师Jack Lu等在报告中指出，宁德时代的股价看起来已反应了美国通胀削减法案的逆风。预计在一季度放缓后，宁德时代息税前利润增速会在接下来的几个季度恢复同比增长。上调公司目标价14%至210元人民币。","content":"<html><head></head><body><p>3月11日，<a href=\"https://laohu8.com/S/300750\">宁德时代</a>大涨超10%，成交额超70亿！大摩称看到其基本面多个拐点，上调其评级至超配，并选为行业首选。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>称，随着价格战接近尾声，<a href=\"https://laohu8.com/S/300750\">宁德时代</a>准备通过新一代大规模生产线提高成本效率，并扩大在净资产收益率方面的优势，看到<a href=\"https://laohu8.com/S/300750\">宁德时代</a>在基本面上的多个拐点，上调公司评级至超配，并选为行业首选。分析师Jack Lu等在报告中指出，宁德时代的股价看起来已反应了美国通胀削减法案的逆风。预计在一季度放缓后，宁德时代息税前利润增速会在接下来的几个季度恢复同比增长。上调公司目标价14%至210元人民币。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3918b639fad62cfbe473567947cd73e2\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>宁德时代大涨超10%！大摩上调其评级至超配，目标价至210元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n宁德时代大涨超10%！大摩上调其评级至超配，目标价至210元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-03-11 10:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月11日，<a href=\"https://laohu8.com/S/300750\">宁德时代</a>大涨超10%，成交额超70亿！大摩称看到其基本面多个拐点，上调其评级至超配，并选为行业首选。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>称，随着价格战接近尾声，<a href=\"https://laohu8.com/S/300750\">宁德时代</a>准备通过新一代大规模生产线提高成本效率，并扩大在净资产收益率方面的优势，看到<a href=\"https://laohu8.com/S/300750\">宁德时代</a>在基本面上的多个拐点，上调公司评级至超配，并选为行业首选。分析师Jack Lu等在报告中指出，宁德时代的股价看起来已反应了美国通胀削减法案的逆风。预计在一季度放缓后，宁德时代息税前利润增速会在接下来的几个季度恢复同比增长。上调公司目标价14%至210元人民币。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3918b639fad62cfbe473567947cd73e2\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"300750":"宁德时代","BK4526":"热门中概股","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","BK4519":"光伏太阳能","LU0181495838.USD":"施罗德新兴亚洲A Acc","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","BK4581":"高盛持仓","LU0971096721.USD":"富达环球金融服务 A","LU0823426480.USD":"法巴中国股票经典Dis","BK4504":"桥水持仓","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1668664300.SGD":"Blackrock World Financials A2 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[比心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979923101","repostId":"184973535875200","repostType":1,"repost":{"id":184973535875200,"gmtCreate":1686198837183,"gmtModify":1703659813079,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/f3e3c0218599fca5c4e265ddbee1fb32","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"Coinbase (1) - (0) SEC. RobinHood As Witness.","htmlText":"I have covered the lawsuit of Binance &amp; Coinbase since it started. 06 June morning - <a href=\"https://ttm.financial/post/184633229738000\" target=\"_blank\">SEC Sues Binance. Who Wins? Who Loses?</a> 06 June evening - <a href=\"https://ttm.financial/post/184778527109296\" target=\"_blank\">SEC Sues Coinbase. Which US Stocks Will Benefit?</a> They are very interesting development. Click above blue titles to read. Show some love and give a “Like”, “Share” &amp; “Re-post” after reading ok. Rating is very important (to me)! The plot thickens as every day presents a new possibility on how the lawsuit of the Securities &amp; Exchange Commission (SEC) against (a) Binance &amp; (b) <a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> would take shape. Round One:","listText":"I have covered the lawsuit of Binance &amp; Coinbase since it started. 06 June morning - <a href=\"https://ttm.financial/post/184633229738000\" target=\"_blank\">SEC Sues Binance. Who Wins? Who Loses?</a> 06 June evening - <a href=\"https://ttm.financial/post/184778527109296\" target=\"_blank\">SEC Sues Coinbase. Which US Stocks Will Benefit?</a> They are very interesting development. Click above blue titles to read. Show some love and give a “Like”, “Share” &amp; “Re-post” after reading ok. Rating is very important (to me)! The plot thickens as every day presents a new possibility on how the lawsuit of the Securities &amp; Exchange Commission (SEC) against (a) Binance &amp; (b) <a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> would take shape. Round One:","text":"I have covered the lawsuit of Binance & Coinbase since it started. 06 June morning - SEC Sues Binance. Who Wins? Who Loses? 06 June evening - SEC Sues Coinbase. Which US Stocks Will Benefit? They are very interesting development. Click above blue titles to read. Show some love and give a “Like”, “Share” & “Re-post” after reading ok. Rating is very important (to me)! The plot thickens as every day presents a new possibility on how the lawsuit of the Securities & Exchange Commission (SEC) against (a) Binance & (b) $Coinbase Global, Inc.(COIN)$ would take shape. Round One:","images":[{"img":"https://community-static.tradeup.com/news/02aac283fd544a6c6372d89da8e43db7","width":"980","height":"311"},{"img":"https://community-static.tradeup.com/news/121433373c174c00891574d861c56b65","width":"1060","height":"231"},{"img":"https://community-static.tradeup.com/news/4a43c99901174a332bbd985e3555b110","width":"1171","height":"285"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184973535875200","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382953413722160,"gmtCreate":1734522939061,"gmtModify":1734522942837,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus Pink","avatar":"https://community-static.tradeup.com/news/39e934cbdc05761469dbe8569c8d86af","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4141087974150782","idStr":"4141087974150782"},"themes":[],"htmlText":"[龇牙] [龇牙] [龇牙] [龇牙]","listText":"[龇牙] [龇牙] [龇牙] [龇牙]","text":"[龇牙] [龇牙] [龇牙] [龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382953413722160","repostId":"382727291211992","repostType":1,"repost":{"id":382727291211992,"gmtCreate":1734447409468,"gmtModify":1734447547141,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/f3e3c0218599fca5c4e265ddbee1fb32","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"RGTI zooms to $11 as FOMC meeting Kicks Off?","htmlText":"On Mon, 16 Dec 2024, US market still exhibited a nervous stance, despite CME Fedwatch tool still registers an elevated 97% probability of a -0.25% interest cut, while bitcoin surged to a record high of $107,800 intraday. When US market called it a day: DJIA: -0.25% (-110.58 to 43,717.48). Closed lower for 8th straight day. S&amp;P 500: +0.38% (+22.99 to 6,074.08). Coming off its first losing week in the past month. Nasdaq: +1.24% (247.17 to 20,173.89). Tech index crossed its first 20,000 points record high. Magnificent Seven performances on 16 Dec 2024 Although Nasdaq had a new ‘peak’, only two sectors and two particular stocks “helped” push Nasdaq its finishing close; not all Magnificent Seven stocks. (see above) It was sector “Communications services” and","listText":"On Mon, 16 Dec 2024, US market still exhibited a nervous stance, despite CME Fedwatch tool still registers an elevated 97% probability of a -0.25% interest cut, while bitcoin surged to a record high of $107,800 intraday. When US market called it a day: DJIA: -0.25% (-110.58 to 43,717.48). Closed lower for 8th straight day. S&amp;P 500: +0.38% (+22.99 to 6,074.08). Coming off its first losing week in the past month. Nasdaq: +1.24% (247.17 to 20,173.89). Tech index crossed its first 20,000 points record high. Magnificent Seven performances on 16 Dec 2024 Although Nasdaq had a new ‘peak’, only two sectors and two particular stocks “helped” push Nasdaq its finishing close; not all Magnificent Seven stocks. (see above) It was sector “Communications services” and","text":"On Mon, 16 Dec 2024, US market still exhibited a nervous stance, despite CME Fedwatch tool still registers an elevated 97% probability of a -0.25% interest cut, while bitcoin surged to a record high of $107,800 intraday. When US market called it a day: DJIA: -0.25% (-110.58 to 43,717.48). Closed lower for 8th straight day. S&P 500: +0.38% (+22.99 to 6,074.08). Coming off its first losing week in the past month. Nasdaq: +1.24% (247.17 to 20,173.89). Tech index crossed its first 20,000 points record high. Magnificent Seven performances on 16 Dec 2024 Although Nasdaq had a new ‘peak’, only two sectors and two particular stocks “helped” push Nasdaq its finishing close; not all Magnificent Seven stocks. (see above) It was sector “Communications services” and","images":[{"img":"https://community-static.tradeup.com/news/adb2260654a7ca7cdc68a0cd368ba664","width":"573","height":"229"},{"img":"https://community-static.tradeup.com/news/1968fe3a226ca4e67458e585fdc963b5","width":"1095","height":"673"},{"img":"https://community-static.tradeup.com/news/01795f95f1f39a7c8ae37666428d9f2d","width":"1070","height":"676"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382727291211992","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379701650481336,"gmtCreate":1733726148226,"gmtModify":1733726151819,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus Pink","avatar":"https://community-static.tradeup.com/news/39e934cbdc05761469dbe8569c8d86af","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4141087974150782","idStr":"4141087974150782"},"themes":[],"htmlText":"[龇牙] [龇牙] [龇牙] [龇牙]","listText":"[龇牙] [龇牙] [龇牙] [龇牙]","text":"[龇牙] [龇牙] [龇牙] [龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/379701650481336","isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}