supergun personal page - To The Moon

supergun

supergun

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2020-01-16

$费城半导体指数(SOX)$ good

2021-02-04

$Atossa Genetics Inc(ATOS)$goon

2021-03-02

goon

Recreational marijuana legalization is coming to Virginia

2020-02-22

NB

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2020-02-22

a

Sorry, the original content has been removed

2020-02-17

NB

Sorry, the original content has been removed

2020-02-11

nb

@小虎说英股: 這家公司股價15年漲了13倍！來看視頻瞭解投資回報率最棒的天然氣公司 $諾瓦泰克(NVTK.UK)$ 關於俄羅斯天然氣巨頭諾瓦泰克從北冰洋給中國出口液化天然氣的項目，有興趣的虎友還可以看看小虎之前寫過的相關文章哦[可愛] $三倍做多天然氣ETN(VelocityShares)(UGAZ)$ $天然氣主連(NGmain)$

2021-03-01

all in？

比特币开启猛烈抛售模式：周线势创一年最惨，最大ETF大幅抛售

2021-02-27

O level

被低估的拜登才是可怕的，这一决定或真正击垮美股

2021-02-19

go

美股大佬们的新思路

2021-02-19

all in？

@GuruFocus:巴菲特“神祕倉位”公佈，這三支股票還沒開漲！

2021-02-19

O

Sorry, the original content has been removed

2020-07-16

！！

Sorry, the original content has been removed

2020-07-10

really?

Sorry, the original content has been removed

2020-03-02

NB

Sorry, the original content has been removed

2020-02-22

a

@独立分析师:美股見頂了嗎

2020-02-22

b

Sorry, the original content has been removed

2020-02-14

just soso

Sorry, the original content has been removed

2020-02-14

NB

Sorry, the original content has been removed

2020-02-13

NB

Sorry, the original content has been removed

Go to Tiger App to see more news

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Over the weekend, local lawmakers narrowlyapprovedcompromise legislation that ...</p>\n\n<a href=\"https://seekingalpha.com/news/3667419-recreational-marijuana-legalization-is-coming-to-virginia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MJ":"Amplify Alternative Harvest ETF","TLRY":"Tilray Inc.","THCX":"Innovation Shares Cannabis ETF","CGC":"Canopy Growth Corporation","CRON":"Cronos Group Inc.","ACB":"奥罗拉大麻公司","APHA":"Aphria Inc."},"source_url":"https://seekingalpha.com/news/3667419-recreational-marijuana-legalization-is-coming-to-virginia","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1176148015","content_text":"With1 in 3 Americansnow living in a state where adult pot use is legal, Virginia is no longersitting on the sidelines. Over the weekend, local lawmakers narrowlyapprovedcompromise legislation that would make it the first state in the south to allow recreational marijuana. The bill now goes to Virginia Gov. Ralph Northam (D), who supports legalization, for his signature.Fine print: The law would legalize the use of cannabis by people over the age of 21. It would also allow possession of up to an ounce by anyone over 21 and establish an agency to oversee regulation of the cannabis market. The state is hoping that its commercial recreational marijuana program could generate nearly $1.5B in annual sales within five years of the scheduled start on Jan. 1, 2024.Specifics of the regulations were punted until next year, when they'll be decided by the legislature. Under discussion is the framework and criminal penalties for several offenses, including underage use and public consumption of marijuana. Currently, people under the age of 21 would face a $25 civil penalty and have to undergo treatment.More details: Part of the bill is aimed at ending disparate treatment faced by people of color in the criminal justice system. The legislation calls for 30% of marijuana tax revenue to go to a fund aimed at communities historically over-policed for marijuana-related crimes. Some lawmakers and advocacy groups alsocomplainedthe years-long waiting period needlessly extends unjust treatment, though others argued that going ahead without regulations could boost illegal pot sales.Last week, Gov. Phil Murphy signed a series of laws that legalize the possession of marijuanafor recreational use in New 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in？","listText":"all in？","text":"all in？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/387875781","repostId":"385125880","repostType":1,"repost":{"id":385125880,"gmtCreate":1613524500000,"gmtModify":1704881578655,"author":{"id":"3556669788355570","authorId":"3556669788355570","name":"GuruFocus","avatar":"https://static.tigerbbs.com/39e1e28b3ff68411370a270b2aa9a76d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556669788355570","authorIdStr":"3556669788355570"},"themes":[],"title":"巴菲特“神祕倉位”公佈，這三支股票還沒開漲！","htmlText":"本文首發於價值大師網 GuruFocus.cn，轉載請註明出處。 股神巴菲特更新持倉了！根據價值大師網大師倉位功能的最新數據顯示，截至2020年四季度，巴菲特名下的伯克希爾公司共持有47支股票，持倉總市值爲2700億美元。“新開倉”3支股票，增持6支股票，減持6支股票，並對5支股票進行了清倉處理。截至2020年12月31日，該基金前五大持倉佔其總市值的74.05%，倉位非常集中。 細心的讀者會問，爲何新開倉的3支股票要帶上引號，這三支股票又是哪幾家公司呢？嚴格上說，巴菲特並沒有在2020年四季度開設新的倉位，而是早在三季度就已經買入了這三家公司。 讓我們把時間撥回三個月前，伯克希爾·哈撒韋在2020年11月中旬向SEC披露了其第三季度的持倉信息，持倉總市值約爲2500億美元；與此同時，伯克希爾也向SEC遞交了一份對幾筆已完成投資的保密申請，總價值約80億美元。伯克希爾在持倉披露的公開文件中表示“有幾筆投資的相關信息已經從13F文件中移除，並以保密的形式提交給了SEC進行申報”。 簡單點說，就是巴菲特在三季度買了一些股票，但暫時還不想公開。巴菲特是少數進行過保密申報的投資大佬之一，並且近年來巴菲特很少進行這類操作。上次保密申報，還是在2015年大舉加倉菲利普66（PSX）時。 聽到這，您是否會驚呼“這都行？”沒錯，當SEC認爲公開的交易信息會大幅影響股票價格，致使該投資者無法完成其股權買入計劃時，會同意投資者遞交的保密申請，以確保該投資者的買入計劃順利完成。畢竟，巴菲特的影響實在太大，在買入計劃完成前就公開交易意向，勢必會提高買入成本。精明的巴老也因此向大衆選擇了“隱瞞”，待買入計劃完成後悉數公開。 80億美元對於身價千億的巴菲特來說並不是個大數目，不過足以影響某一支或幾隻股票的價格走勢。因此這一“神祕倉位”已經公佈，就引來投資者們的無盡猜測。 那被巴老“藏在懷中”的股票究竟","listText":"本文首發於價值大師網 GuruFocus.cn，轉載請註明出處。 股神巴菲特更新持倉了！根據價值大師網大師倉位功能的最新數據顯示，截至2020年四季度，巴菲特名下的伯克希爾公司共持有47支股票，持倉總市值爲2700億美元。“新開倉”3支股票，增持6支股票，減持6支股票，並對5支股票進行了清倉處理。截至2020年12月31日，該基金前五大持倉佔其總市值的74.05%，倉位非常集中。 細心的讀者會問，爲何新開倉的3支股票要帶上引號，這三支股票又是哪幾家公司呢？嚴格上說，巴菲特並沒有在2020年四季度開設新的倉位，而是早在三季度就已經買入了這三家公司。 讓我們把時間撥回三個月前，伯克希爾·哈撒韋在2020年11月中旬向SEC披露了其第三季度的持倉信息，持倉總市值約爲2500億美元；與此同時，伯克希爾也向SEC遞交了一份對幾筆已完成投資的保密申請，總價值約80億美元。伯克希爾在持倉披露的公開文件中表示“有幾筆投資的相關信息已經從13F文件中移除，並以保密的形式提交給了SEC進行申報”。 簡單點說，就是巴菲特在三季度買了一些股票，但暫時還不想公開。巴菲特是少數進行過保密申報的投資大佬之一，並且近年來巴菲特很少進行這類操作。上次保密申報，還是在2015年大舉加倉菲利普66（PSX）時。 聽到這，您是否會驚呼“這都行？”沒錯，當SEC認爲公開的交易信息會大幅影響股票價格，致使該投資者無法完成其股權買入計劃時，會同意投資者遞交的保密申請，以確保該投資者的買入計劃順利完成。畢竟，巴菲特的影響實在太大，在買入計劃完成前就公開交易意向，勢必會提高買入成本。精明的巴老也因此向大衆選擇了“隱瞞”，待買入計劃完成後悉數公開。 80億美元對於身價千億的巴菲特來說並不是個大數目，不過足以影響某一支或幾隻股票的價格走勢。因此這一“神祕倉位”已經公佈，就引來投資者們的無盡猜測。 那被巴老“藏在懷中”的股票究竟","text":"本文首發於價值大師網 GuruFocus.cn，轉載請註明出處。 股神巴菲特更新持倉了！根據價值大師網大師倉位功能的最新數據顯示，截至2020年四季度，巴菲特名下的伯克希爾公司共持有47支股票，持倉總市值爲2700億美元。“新開倉”3支股票，增持6支股票，減持6支股票，並對5支股票進行了清倉處理。截至2020年12月31日，該基金前五大持倉佔其總市值的74.05%，倉位非常集中。 細心的讀者會問，爲何新開倉的3支股票要帶上引號，這三支股票又是哪幾家公司呢？嚴格上說，巴菲特並沒有在2020年四季度開設新的倉位，而是早在三季度就已經買入了這三家公司。 讓我們把時間撥回三個月前，伯克希爾·哈撒韋在2020年11月中旬向SEC披露了其第三季度的持倉信息，持倉總市值約爲2500億美元；與此同時，伯克希爾也向SEC遞交了一份對幾筆已完成投資的保密申請，總價值約80億美元。伯克希爾在持倉披露的公開文件中表示“有幾筆投資的相關信息已經從13F文件中移除，並以保密的形式提交給了SEC進行申報”。 簡單點說，就是巴菲特在三季度買了一些股票，但暫時還不想公開。巴菲特是少數進行過保密申報的投資大佬之一，並且近年來巴菲特很少進行這類操作。上次保密申報，還是在2015年大舉加倉菲利普66（PSX）時。 聽到這，您是否會驚呼“這都行？”沒錯，當SEC認爲公開的交易信息會大幅影響股票價格，致使該投資者無法完成其股權買入計劃時，會同意投資者遞交的保密申請，以確保該投資者的買入計劃順利完成。畢竟，巴菲特的影響實在太大，在買入計劃完成前就公開交易意向，勢必會提高買入成本。精明的巴老也因此向大衆選擇了“隱瞞”，待買入計劃完成後悉數公開。 80億美元對於身價千億的巴菲特來說並不是個大數目，不過足以影響某一支或幾隻股票的價格走勢。因此這一“神祕倉位”已經公佈，就引來投資者們的無盡猜測。 那被巴老“藏在懷中”的股票究竟","images":[{"img":"https://static.tigerbbs.com/c249d5f139374e39b67fbd4ac9dbe689","width":"580","height":"465"},{"img":"https://static.tigerbbs.com/bec25bb073cb48c395d7a7b8728c426f","width":"556","height":"444"},{"img":"https://static.tigerbbs.com/8609048c5c5142adb0986ad9ca645100","width":"581","height":"466"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/385125880","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387853289,"gmtCreate":1613739501441,"gmtModify":1704884380963,"author":{"id":"3542279810313686","authorId":"3542279810313686","name":"supergun","avatar":"https://static.tigerbbs.com/e72b81f2fa02b0ef2fc7286d8e893011","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542279810313686","authorIdStr":"3542279810313686"},"themes":[],"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/387853289","repostId":"1158098264","repostType":4,"repost":{"id":"1158098264","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":1613738629,"share":"https://ttm.financial/m/news/1158098264?lang=&edition=fundamental","pubTime":"2021-02-19 20:43","market":"fut","language":"zh","title":"盘前：刺激计划耶伦再站台！热门中概股集体走高","url":"https://stock-news.laohu8.com/highlight/detail?id=1158098264","media":"老虎资讯综合","summary":"2月19日，美国股指期货震荡走高，截至发稿，道指期货涨0.33%；标普500指数期货涨0.44%；纳斯达克100指数期货涨0.57%。\n\n耶伦坚持1.9万亿美元刺激计划\n美国财长耶伦周四在接受媒体采访","content":"<p>2月19日，美国股指期货震荡走高，截至发稿，道指期货涨0.33%；标普500指数期货涨0.44%；纳斯达克100指数期货涨0.57%。</p>\n<p><img src=\"https://static.tigerbbs.com/c050d27eb4a3ebb0428cda2f23324ec2\" tg-width=\"478\" tg-height=\"195\"></p>\n<p><b>耶伦坚持1.9万亿美元刺激计划</b></p>\n<p>美国财长耶伦周四在接受媒体采访时表示，尽管近期零售销售表现向好且美国股市达到创纪录高位，但经济仍需要1.9万亿美元的纾困计划。“拥有一个能够应对疫情的大型刺激计划非常重要，做得太少的代价比实施庞大计划的成本要大得多。”</p>\n<p><b>盘前行情</b></p>\n<p>美股区块链概念股集体走高</p>\n<p><img src=\"https://static.tigerbbs.com/d25ecfe9a54b8188ab870a61b3a11db9\" tg-width=\"478\" tg-height=\"667\"></p>\n<p>美股工业大麻股部分上扬</p>\n<p><img src=\"https://static.tigerbbs.com/037d94aeabb823e0ca830ecd29531bdc\" tg-width=\"478\" tg-height=\"425\"></p>\n<p>热门中概股多数上涨</p>\n<p><img src=\"https://static.tigerbbs.com/68233b287de4a0a3cb93384db5085be1\" tg-width=\"478\" tg-height=\"667\"></p>\n<p>Palantir盘前涨超5%，昨日获ARKK基金增持527万股。</p>\n<p><a href=\"https://laohu8.com/S/AMC\">AMC院线</a>盘前涨超2%，据悉<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>可能收购该公司。</p>\n<p><a href=\"https://laohu8.com/S/JKS\">晶科能源</a>盘前涨超5%，近日公司与印度最大的两家EPC公司签订了Tiger Pro系列高效组件在印度的大项目订单。</p>\n<p><a href=\"https://laohu8.com/S/VIOT\">云米科技</a>盘前涨超22%，近日，卢伟冰微博上透露，今年将重点发力全屋<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>领域，未来消费者可在小米之家体验相关产品，又指出未来小米之家在各县城开店速度将提升。作为小米生态链中涉及家电品类最多的企业，云米科技获益颇多。</p>\n<p><a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯医药</a>盘前涨超10%，公司将向新冠肺炎疫苗实施计划提供疫苗。</p>\n<p>Dropbox盘前跌超3%，全年亏损2.5亿美元。</p>\n<p>无线充电技术的初创公司Energous盘前涨超70%，此前消息称苹果公司正在开发一款为iPhone手机充电的无线电池组。</p>\n<p><a href=\"https://laohu8.com/S/EH\">亿航智能</a>盘前涨超3%，公司称做空报告包含大量错误。</p>\n<p><a href=\"https://laohu8.com/S/WIMI\">微美全息</a>盘前涨超9%，公司宣布中标<a href=\"https://laohu8.com/S/CHL\">中国移动</a>和媒体云平台二期全息远程互动。</p>\n<p><b>欧洲市场</b></p>\n<p>欧洲主要股指全线上涨，截至发稿，德国DAX30指数涨0.71%，英国富时100涨0.19%、法国CAC40涨0.75%。</p>\n<p><img src=\"https://static.tigerbbs.com/385c45c0637b31e63c2c229069dd3ea4\" tg-width=\"830\" tg-height=\"352\"></p>\n<p><b>原油</b></p>\n<p>美、布两油震荡下挫，截止发稿，WTI原油跌1.64%，报59.54美元/桶；布伦特原油跌1.16%，报63.19美元/桶。市场担心因美国南部大寒潮而关闭的炼油厂将需要一段时间才能恢复运营，从而降低原油需求。</p>\n<p><img src=\"https://static.tigerbbs.com/bd9799da904dc964804c039dbe654be1\" tg-width=\"1302\" tg-height=\"653\"><img src=\"https://static.tigerbbs.com/4ed64c6905a1d21e5ac5859cce46d9c1\" tg-width=\"1302\" tg-height=\"653\"></p>\n<p><b>黄金</b></p>\n<p>现货黄金小幅走低，截止发稿，跌0.22%，报1771.1美元/盎司。因美国公债收益率近期上扬削弱了黄金的吸引力。</p>\n<p><img src=\"https://static.tigerbbs.com/f8dc7f4bac770f10b374509698af0845\" tg-width=\"1302\" tg-height=\"653\"></p>","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>盘前：刺激计划耶伦再站台！热门中概股集体走高</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; 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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盘前：刺激计划耶伦再站台！热门中概股集体走高\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\">2021-02-19 20:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2月19日，美国股指期货震荡走高，截至发稿，道指期货涨0.33%；标普500指数期货涨0.44%；纳斯达克100指数期货涨0.57%。</p>\n<p><img src=\"https://static.tigerbbs.com/c050d27eb4a3ebb0428cda2f23324ec2\" tg-width=\"478\" tg-height=\"195\"></p>\n<p><b>耶伦坚持1.9万亿美元刺激计划</b></p>\n<p>美国财长耶伦周四在接受媒体采访时表示，尽管近期零售销售表现向好且美国股市达到创纪录高位，但经济仍需要1.9万亿美元的纾困计划。“拥有一个能够应对疫情的大型刺激计划非常重要，做得太少的代价比实施庞大计划的成本要大得多。”</p>\n<p><b>盘前行情</b></p>\n<p>美股区块链概念股集体走高</p>\n<p><img src=\"https://static.tigerbbs.com/d25ecfe9a54b8188ab870a61b3a11db9\" tg-width=\"478\" tg-height=\"667\"></p>\n<p>美股工业大麻股部分上扬</p>\n<p><img src=\"https://static.tigerbbs.com/037d94aeabb823e0ca830ecd29531bdc\" tg-width=\"478\" tg-height=\"425\"></p>\n<p>热门中概股多数上涨</p>\n<p><img src=\"https://static.tigerbbs.com/68233b287de4a0a3cb93384db5085be1\" tg-width=\"478\" tg-height=\"667\"></p>\n<p>Palantir盘前涨超5%，昨日获ARKK基金增持527万股。</p>\n<p><a href=\"https://laohu8.com/S/AMC\">AMC院线</a>盘前涨超2%，据悉<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>可能收购该公司。</p>\n<p><a href=\"https://laohu8.com/S/JKS\">晶科能源</a>盘前涨超5%，近日公司与印度最大的两家EPC公司签订了Tiger Pro系列高效组件在印度的大项目订单。</p>\n<p><a href=\"https://laohu8.com/S/VIOT\">云米科技</a>盘前涨超22%，近日，卢伟冰微博上透露，今年将重点发力全屋<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>领域，未来消费者可在小米之家体验相关产品，又指出未来小米之家在各县城开店速度将提升。作为小米生态链中涉及家电品类最多的企业，云米科技获益颇多。</p>\n<p><a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯医药</a>盘前涨超10%，公司将向新冠肺炎疫苗实施计划提供疫苗。</p>\n<p>Dropbox盘前跌超3%，全年亏损2.5亿美元。</p>\n<p>无线充电技术的初创公司Energous盘前涨超70%，此前消息称苹果公司正在开发一款为iPhone手机充电的无线电池组。</p>\n<p><a href=\"https://laohu8.com/S/EH\">亿航智能</a>盘前涨超3%，公司称做空报告包含大量错误。</p>\n<p><a href=\"https://laohu8.com/S/WIMI\">微美全息</a>盘前涨超9%，公司宣布中标<a href=\"https://laohu8.com/S/CHL\">中国移动</a>和媒体云平台二期全息远程互动。</p>\n<p><b>欧洲市场</b></p>\n<p>欧洲主要股指全线上涨，截至发稿，德国DAX30指数涨0.71%，英国富时100涨0.19%、法国CAC40涨0.75%。</p>\n<p><img src=\"https://static.tigerbbs.com/385c45c0637b31e63c2c229069dd3ea4\" tg-width=\"830\" tg-height=\"352\"></p>\n<p><b>原油</b></p>\n<p>美、布两油震荡下挫，截止发稿，WTI原油跌1.64%，报59.54美元/桶；布伦特原油跌1.16%，报63.19美元/桶。市场担心因美国南部大寒潮而关闭的炼油厂将需要一段时间才能恢复运营，从而降低原油需求。</p>\n<p><img src=\"https://static.tigerbbs.com/bd9799da904dc964804c039dbe654be1\" tg-width=\"1302\" tg-height=\"653\"><img src=\"https://static.tigerbbs.com/4ed64c6905a1d21e5ac5859cce46d9c1\" tg-width=\"1302\" tg-height=\"653\"></p>\n<p><b>黄金</b></p>\n<p>现货黄金小幅走低，截止发稿，跌0.22%，报1771.1美元/盎司。因美国公债收益率近期上扬削弱了黄金的吸引力。</p>\n<p><img src=\"https://static.tigerbbs.com/f8dc7f4bac770f10b374509698af0845\" tg-width=\"1302\" tg-height=\"653\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{"PDD":"拼多多","NIO":"蔚来","XPEV":"小鹏汽车",".DJI":"道琼斯","LI":"理想汽车",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","09988":"阿里巴巴-W","BIDU":"百度","JD":"京东"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158098264","content_text":"2月19日，美国股指期货震荡走高，截至发稿，道指期货涨0.33%；标普500指数期货涨0.44%；纳斯达克100指数期货涨0.57%。\n\n耶伦坚持1.9万亿美元刺激计划\n美国财长耶伦周四在接受媒体采访时表示，尽管近期零售销售表现向好且美国股市达到创纪录高位，但经济仍需要1.9万亿美元的纾困计划。“拥有一个能够应对疫情的大型刺激计划非常重要，做得太少的代价比实施庞大计划的成本要大得多。”\n盘前行情\n美股区块链概念股集体走高\n\n美股工业大麻股部分上扬\n\n热门中概股多数上涨\n\nPalantir盘前涨超5%，昨日获ARKK基金增持527万股。\nAMC院线盘前涨超2%，据悉亚马逊可能收购该公司。\n晶科能源盘前涨超5%，近日公司与印度最大的两家EPC公司签订了Tiger Pro系列高效组件在印度的大项目订单。\n云米科技盘前涨超22%，近日，卢伟冰微博上透露，今年将重点发力全屋智能领域，未来消费者可在小米之家体验相关产品，又指出未来小米之家在各县城开店速度将提升。作为小米生态链中涉及家电品类最多的企业，云米科技获益颇多。\n诺瓦瓦克斯医药盘前涨超10%，公司将向新冠肺炎疫苗实施计划提供疫苗。\nDropbox盘前跌超3%，全年亏损2.5亿美元。\n无线充电技术的初创公司Energous盘前涨超70%，此前消息称苹果公司正在开发一款为iPhone手机充电的无线电池组。\n亿航智能盘前涨超3%，公司称做空报告包含大量错误。\n微美全息盘前涨超9%，公司宣布中标中国移动和媒体云平台二期全息远程互动。\n欧洲市场\n欧洲主要股指全线上涨，截至发稿，德国DAX30指数涨0.71%，英国富时100涨0.19%、法国CAC40涨0.75%。\n\n原油\n美、布两油震荡下挫，截止发稿，WTI原油跌1.64%，报59.54美元/桶；布伦特原油跌1.16%，报63.19美元/桶。市场担心因美国南部大寒潮而关闭的炼油厂将需要一段时间才能恢复运营，从而降低原油需求。\n\n黄金\n现货黄金小幅走低，截止发稿，跌0.22%，报1771.1美元/盎司。因美国公债收益率近期上扬削弱了黄金的吸引力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":317607805,"gmtCreate":1612441933407,"gmtModify":1704871238794,"author":{"id":"3542279810313686","authorId":"3542279810313686","name":"supergun","avatar":"https://static.tigerbbs.com/e72b81f2fa02b0ef2fc7286d8e893011","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542279810313686","authorIdStr":"3542279810313686"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ATOS\">$Atossa Genetics Inc(ATOS)$</a>goon","listText":"<a href=\"https://laohu8.com/S/ATOS\">$Atossa Genetics Inc(ATOS)$</a>goon","text":"$Atossa Genetics Inc(ATOS)$goon","images":[{"img":"https://static.tigerbbs.com/04a1dd13cf87c01ebe75ab6c6a831b7b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/317607805","isVote":1,"tweetType":1,"viewCount":720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":941607246,"gmtCreate":1594885232685,"gmtModify":1705046936107,"author":{"id":"3542279810313686","authorId":"3542279810313686","name":"supergun","avatar":"https://static.tigerbbs.com/e72b81f2fa02b0ef2fc7286d8e893011","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542279810313686","authorIdStr":"3542279810313686"},"themes":[],"htmlText":"！！","listText":"！！","text":"！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/941607246","repostId":"1113724644","repostType":4,"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":943968756,"gmtCreate":1594370512375,"gmtModify":1705045200422,"author":{"id":"3542279810313686","authorId":"3542279810313686","name":"supergun","avatar":"https://static.tigerbbs.com/e72b81f2fa02b0ef2fc7286d8e893011","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542279810313686","authorIdStr":"3542279810313686"},"themes":[],"htmlText":"really?&nbsp;","listText":"really?&nbsp;","text":"really?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/943968756","repostId":"1194401979","repostType":2,"repost":{"id":"1194401979","kind":"news","pubTimestamp":1594351719,"share":"https://ttm.financial/m/news/1194401979?lang=&edition=fundamental","pubTime":"2020-07-10 11:28","market":"us","language":"zh","title":"还盯着FAANG？SMART才是科技股“后浪”","url":"https://stock-news.laohu8.com/highlight/detail?id=1194401979","media":"智通财经","summary":"下一波科技龙头股已经逐渐崭露头角。","content":"<p>作者：杨杰</p><p>时值2013年2月，美国财经名嘴克莱默(Jim Cramer)首次介绍了代表未来股票的「FANG」，称它们\"有可能真正从熊市中咬一口\"。这些公司则是<a href=\"https://laohu8.com/S/FB\">Facebook</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Netflix和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>，它们在市场上占据主导地位且势头强劲。</p><p>此后FANG股的表现如何？据了解，目前这些股票的平均回报率为507%，而标普500指数的回报率仅为71%。投资于这四只股票七年来产生的阿尔法值为436%。</p><p><img src=\"https://static.tigerbbs.com/adf6ea3ce0bacd39e071b375126f8008\" tg-width=\"635\" tg-height=\"366\"></p><p>在2017年<a href=\"https://laohu8.com/S/AAPL\">苹果</a>加入其中后成为「FAANG」，仍然表现出色，在最近推动纳斯达克100指数创下新高。</p><p>就像2013年的FANG一样，下一波科技龙头股已经逐渐崭露头角，并且已被华尔街认可其优越性和内在的业务质量。这些股票被称为「SMART」，它们在各自的行业中占据主导地位，并有可能在未来十年中产生类似FANG的回报。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc6ee00323052c0db22dfbda975a7a1b\" tg-width=\"640\" tg-height=\"270\">来源：App Economy Insights</p><p>S：Square和数字银行的崛起</p><p>Square是一家颠覆支付处理的公司，得益于卖方的销售点和管理支付以及消费者端的Cash App这两大系统。</p><p>Square自4月以来，股价已经翻了一番，而标普在此期间只上涨了10%。</p><p>令该公司开始受到关注的，是旗下的应用程序Cash App。Cash App现在占Square毛利率的33.6%。</p><p><img src=\"https://static.tigerbbs.com/67b38caab7e256cfc854a1adb7595476\" tg-width=\"640\" tg-height=\"308\"></p><p>该业务一直在蓬勃发展，并且已经步入正轨。如果考虑到管理层估计的1600亿美元的潜在市场，长期来看该股可能会远远超过目前585.9亿美元的市值。据悉，Square上市以来营收强劲增长，经营性现金流也在稳步改善。</p><p><img src=\"https://static.tigerbbs.com/bda285628bd7ab4b48cebb59a7a4fefc\" tg-width=\"635\" tg-height=\"366\"></p><p>如下图所示，自Square上市以来，营收的年增长率一直在20%以上。最近一个季度更是加速，营收实现同比增长44%。</p><p><img src=\"https://static.tigerbbs.com/de690019fd29c00e3e430b0b6662c0c2\" tg-width=\"635\" tg-height=\"366\"></p><p>此外，毛利率和营业利润率都在增长。自2016年以来，该公司毛利率持续提升，从30%增至40%。营业利润率也稳步改善，并在2019年由亏转盈。</p><p><img src=\"https://static.tigerbbs.com/f3dbcb89d9e2dbb3b741c3aefc81af87\" tg-width=\"635\" tg-height=\"366\"></p><p>自2018年初以来，该公司自由现金流增长了两倍多。</p><p><img src=\"https://static.tigerbbs.com/9c3f072514bd21c8e11136d13e3d697f\" tg-width=\"635\" tg-height=\"366\"></p><p>而与主要竞争对手<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>旗下的数字钱包Venmo相比，Cash App的受欢迎程度不断上升，下图的谷歌趋势可以看到当前大众对Cash App和Venmo产生的兴趣。</p><p><img src=\"https://static.tigerbbs.com/452a3fb81664eba084769d1f643139a5\" tg-width=\"640\" tg-height=\"334\"></p><p>另一方面，创始人兼CEO Jack Dorsey愿意在落地和扩张战略上大胆进取，随着时间的推移，这可能会以有意义的方式获得回报。</p><p>M：Match Group和在线约会的兴起</p><p>「美国版<a href=\"https://laohu8.com/S/MOMO\">陌陌</a>」Tinder的母公司Match Group最近已从InteractiveCorp分拆出来。由于在线约会的私密性质，Match Group在很多方面是与Facebook相反的。</p><p>智通财经了解到，在线约会仍然是一种微趋势，被那些没有从互联网时代成长，也没经历过互联网单身潮的老一辈人深深误解。对于他们来说，网上交友污名在外，很多人甚至认为这是骗人的。然而，如下图所示，网上交友已成主要趋势，且还在保持增长。</p><p><img src=\"https://static.tigerbbs.com/b6f9b24083d4c9f8603b75e4245ed053\" tg-width=\"640\" tg-height=\"548\"></p><p>通过旗下Tinder、Hinge以及Plenty of Fish等约会软件，Match Group已经建立了一个帝国，几十年来一直是这个领域的领导者和先行者。该公司提供的是免费增值模式，有众多的应用程序服务于广泛的人口统计学和心理学。</p><p>在ARPU(每用户平均收入)方面，Match Group旗下软件仍有未开发的潜力，无论是通过只有在订阅付费后才能解锁的高级功能，还是潜在的广告，尽管到目前为止该平台几乎没有广告。目前Match Group只是一家市值不到300亿美元的公司，但未来还有很长的跑道：单身经济的兴起和发展；围绕在线约会的污名正在消退；新兴市场等未被充分渗透的市场。</p><p>Match Group正受益于长期趋势，这些趋势可能会使其成为一个具有绝对优势的巨头。简单来说，Match Group的收益表非常好看。多年来，该公司营收增长一直伴随着毛利率和营业利润率的扩大，无论是在非公认会计准则还是公认会计准则的基础上。</p><p><img src=\"https://static.tigerbbs.com/aa2cd18cd9934e970b06f896bd798707\" tg-width=\"640\" tg-height=\"411\"></p><p>毛利率稳步提高，在2019财年达到76%；营业利润率也随之提高，2019财年达到12%。</p><p><img src=\"https://static.tigerbbs.com/a62930fd01bd0419971e08db2de3cb00\" tg-width=\"635\" tg-height=\"366\"></p><p>自2016年初以来，该公司自由现金流增加了三倍多。</p><p><img src=\"https://static.tigerbbs.com/cf46a73c8e937b039d712997e6c1be92\" tg-width=\"635\" tg-height=\"366\"></p><p>A：Alteryx和数据科学的崛起</p><p>在数字经济主导的世界里，数据就是新的石油。</p><p>企业需要找到新的方法来筛选复杂而丰富的数据以决定商业决策。在这种情况下，数据分析和数据科学已经成为大多数组织的关键职能，这些职能涵盖了许多部门，从IT到销售到商业智能，一直到C级主管。</p><p>然而在这个数据分析和数据科学时代的挑战是，许多用户在没有编程背景，软件价格又很昂贵。</p><p>Alteryx倡导的是一种新型的数据科学和分析平台，让企业内部的所有数据用户都能使用其分析能力。该公司软件支持低代码模式，使用户即使在计算机编程知识有限的情况下也能创建解决方案。</p><p>该公司端到端分析平台涵盖：数据准备、混合、映射、合并、清理来自全网的复杂来源；深度分析应用，其大量功能库来自其与许多其他应用的集成，如<a href=\"https://laohu8.com/S/MSFT\">微软</a>Azure、亚马逊AWS或谷歌分析；工作流和可视化工具，用户还可以与其他应用如Tableau和Qlik连接。</p><p>Alteryx客户包括奥迪、Experian、福特、<a href=\"https://laohu8.com/S/MCD\">麦当劳</a>、<a href=\"https://laohu8.com/S/UL\">联合利华</a>和<a href=\"https://laohu8.com/S/VOD\">沃达丰</a>，在中国有合作伙伴Keyrus公司为该公司提供产品本地化服务。</p><p>Alteryx自2018年以来一直能够保持快速增长，同时保持盈利和现金流为正。</p><p><img src=\"https://static.tigerbbs.com/7cd6e820de44222762838559851d854e\" tg-width=\"635\" tg-height=\"366\"></p><p>如下图所示，自上市以来，该公司营收同比增速始终保持在50%以上。最近一个季度由于全球公共卫生事件拖延销售周期，营收增长放缓到43%。</p><p><img src=\"https://static.tigerbbs.com/fd80800fa02c36da137c5ee1bc2db017\" tg-width=\"635\" tg-height=\"366\"></p><p>随着时间的推移，Alteryx的毛利率和营业利润率也不断提高。自2015年以来，毛利率持续改善，从79%提高到91%；营业利润率也跟着提高，2019财年达到9%。</p><p><img src=\"https://static.tigerbbs.com/680bfd483810132ef40cb677d40a50b7\" tg-width=\"635\" tg-height=\"366\"></p><p>自由现金流也在2017年已经转正，并快速增长。</p><p><img src=\"https://static.tigerbbs.com/4abcd240bef6fa47b4b63cd41efb3c90\" tg-width=\"635\" tg-height=\"366\"></p><p>Alteryx由创始人兼CEO掌舵，这也是这家SaaS公司长期表现的另一个有力指标。目前这家公司估值较低，市值不到120亿美元。</p><p>R: Roku和转向广告支持的联网电视</p><p>视频流媒体平台Roku是从Netflix分拆出来的，当时CEO Reed Hastings已决定放弃让该公司作为Netflix播放器设备的电视盒子。反过来，Roku很可能成为华尔街下一个流媒体界的宠儿。</p><p>Roku已经脱离了硬件前提，转向广告支持联网电视的纯玩法。该公司提供了最大的CTV生态系统，支持所有流媒体服务，并提供自己的广告支持频道。</p><p>未来几个月，向数字广告的转型可能会加速，公共卫生事件更是为其提供了顺风车。</p><p>Roku通过优化其维持增长的三大支柱，正在全线发力：通过与电视厂商的合作、硬件销售实现用户增长，最近一个季度，活跃账户同比增长37%至4000万；用户参与度增长，用户花费更多时间观看内容，最近平台流媒体时长增长49%至132亿小时；ARPU增长，2020年第一季度增长28%至24.35美元。</p><p>即使假设美国以外的新市场竞争激烈，这三方面的收入增长都可以推动Roku在可预见的未来持续增长。</p><p>根据管理层的说法，从3月中旬到4月底，黄金时段线性消费同比下降18%，同时流媒体和Roku在4月增长了8%。</p><p>自Roku上市以来，营收增长一直在加速，最近一个季度营收同比增长55%。</p><p><img src=\"https://static.tigerbbs.com/1b86a1d48e2e5ee8b11d4590798ac8b7\" tg-width=\"635\" tg-height=\"366\"><img src=\"https://static.tigerbbs.com/3cdf3969f061a27c0a4f536b7a2bbb1a\" tg-width=\"635\" tg-height=\"366\"></p><p>长期趋势特殊，公司毛利率和规模效益不断扩大。自2016年以来，毛利率稳步提升，2019财年达到44%；营业利润率也紧随其后。</p><p><img src=\"https://static.tigerbbs.com/5d2efc7635985243ac4d958c22ca449d\" tg-width=\"635\" tg-height=\"366\"></p><p>最近几个季度，经营性现金流有了很大的改善，随着公司规模的扩大，这种情况可能会持续下去。</p><p><img src=\"https://static.tigerbbs.com/10c500fb7ed8ea08f7f859c8680a9d1b\" tg-width=\"635\" tg-height=\"366\"></p><p>T: The Trade Desk和程序化广告的崛起</p><p>The Trade Desk是一个服务于程序化广告市场的数字广告平台，公司覆盖包括联网电视、移动、音视频、社交和原生市场等整个数字广告市场。</p><p>就像ROKU一样，TTD也受益于数字广告的转变。在假设性的长期宅经济中，媒体消费不会放缓。消费者在哪，广告商就在哪。即使考虑到2020年公共卫生事件的影响，研究机构eMarketer预计2020年数字广告支出仍将增加2.4%，并在2021年及以后恢复两位数的增长。</p><p><img src=\"https://static.tigerbbs.com/f3632fc6687f8757c5bfefe203433ae8\" tg-width=\"640\" tg-height=\"750\"></p><p>The Trade Desk正试图作为一家专注于道德、透明度和质量的广告技术公司进行突破。该公司股价自2018年起几乎翻了三倍。联网电视广告是该公司增长最快的板块，在最近一个季度仍然实现同比增长100%。</p><p>随着公司营收快速增长，营业利润稳步改善，经营性现金不断增加。</p><p><img src=\"https://static.tigerbbs.com/ec604339632726db1d672f5304bb0e8c\" tg-width=\"635\" tg-height=\"366\"></p><p>随着时间的推移营收增长加速，尽管由于公共卫生事件有所放缓，但最近一个季度仍保持着33%的增速。</p><p><img src=\"https://static.tigerbbs.com/a735dfc521a688e72f18a017bd8e11f1\" tg-width=\"635\" tg-height=\"366\"></p><p>毛利率在2019财年稳定保持在76%。营业利润率一直保持在17%的高水平，由于最近几年加大了研发力度，营业利润率略有下降。</p><p><img src=\"https://static.tigerbbs.com/3f629293ce0e53cd67ada2454b97d993\" tg-width=\"635\" tg-height=\"366\"></p><p>目前The Trade Desk市值213亿美元。</p>","source":"highlight_zhitongcaijin","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>还盯着FAANG？SMART才是科技股“后浪”</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还盯着FAANG？SMART才是科技股“后浪”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-07-10 11:28 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/316777.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：杨杰时值2013年2月，美国财经名嘴克莱默(Jim Cramer)首次介绍了代表未来股票的「FANG」，称它们\"有可能真正从熊市中咬一口\"。这些公司则是Facebook、亚马逊、Netflix和谷歌，它们在市场上占据主导地位且势头强劲。此后FANG股的表现如何？据了解，目前这些股票的平均回报率为507%，而标普500指数的回报率仅为71%。投资于这四只股票七年来产生的阿尔法值为436%。在...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/316777.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/12ba821372d3febef5345a6367d91afe","relate_stocks":{"SQ":"Block","AYX":"Alteryx Inc.","MTCH":"Match Group, Inc.","TTD":"Trade Desk Inc.","ROKU":"Roku Inc"},"source_url":"https://www.zhitongcaijing.com/content/detail/316777.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1194401979","content_text":"作者：杨杰时值2013年2月，美国财经名嘴克莱默(Jim Cramer)首次介绍了代表未来股票的「FANG」，称它们\"有可能真正从熊市中咬一口\"。这些公司则是Facebook、亚马逊、Netflix和谷歌，它们在市场上占据主导地位且势头强劲。此后FANG股的表现如何？据了解，目前这些股票的平均回报率为507%，而标普500指数的回报率仅为71%。投资于这四只股票七年来产生的阿尔法值为436%。在2017年苹果加入其中后成为「FAANG」，仍然表现出色，在最近推动纳斯达克100指数创下新高。就像2013年的FANG一样，下一波科技龙头股已经逐渐崭露头角，并且已被华尔街认可其优越性和内在的业务质量。这些股票被称为「SMART」，它们在各自的行业中占据主导地位，并有可能在未来十年中产生类似FANG的回报。来源：App Economy InsightsS：Square和数字银行的崛起Square是一家颠覆支付处理的公司，得益于卖方的销售点和管理支付以及消费者端的Cash App这两大系统。Square自4月以来，股价已经翻了一番，而标普在此期间只上涨了10%。令该公司开始受到关注的，是旗下的应用程序Cash App。Cash App现在占Square毛利率的33.6%。该业务一直在蓬勃发展，并且已经步入正轨。如果考虑到管理层估计的1600亿美元的潜在市场，长期来看该股可能会远远超过目前585.9亿美元的市值。据悉，Square上市以来营收强劲增长，经营性现金流也在稳步改善。如下图所示，自Square上市以来，营收的年增长率一直在20%以上。最近一个季度更是加速，营收实现同比增长44%。此外，毛利率和营业利润率都在增长。自2016年以来，该公司毛利率持续提升，从30%增至40%。营业利润率也稳步改善，并在2019年由亏转盈。自2018年初以来，该公司自由现金流增长了两倍多。而与主要竞争对手PayPal旗下的数字钱包Venmo相比，Cash App的受欢迎程度不断上升，下图的谷歌趋势可以看到当前大众对Cash App和Venmo产生的兴趣。另一方面，创始人兼CEO Jack Dorsey愿意在落地和扩张战略上大胆进取，随着时间的推移，这可能会以有意义的方式获得回报。M：Match Group和在线约会的兴起「美国版陌陌」Tinder的母公司Match Group最近已从InteractiveCorp分拆出来。由于在线约会的私密性质，Match Group在很多方面是与Facebook相反的。智通财经了解到，在线约会仍然是一种微趋势，被那些没有从互联网时代成长，也没经历过互联网单身潮的老一辈人深深误解。对于他们来说，网上交友污名在外，很多人甚至认为这是骗人的。然而，如下图所示，网上交友已成主要趋势，且还在保持增长。通过旗下Tinder、Hinge以及Plenty of Fish等约会软件，Match Group已经建立了一个帝国，几十年来一直是这个领域的领导者和先行者。该公司提供的是免费增值模式，有众多的应用程序服务于广泛的人口统计学和心理学。在ARPU(每用户平均收入)方面，Match Group旗下软件仍有未开发的潜力，无论是通过只有在订阅付费后才能解锁的高级功能，还是潜在的广告，尽管到目前为止该平台几乎没有广告。目前Match Group只是一家市值不到300亿美元的公司，但未来还有很长的跑道：单身经济的兴起和发展；围绕在线约会的污名正在消退；新兴市场等未被充分渗透的市场。Match Group正受益于长期趋势，这些趋势可能会使其成为一个具有绝对优势的巨头。简单来说，Match Group的收益表非常好看。多年来，该公司营收增长一直伴随着毛利率和营业利润率的扩大，无论是在非公认会计准则还是公认会计准则的基础上。毛利率稳步提高，在2019财年达到76%；营业利润率也随之提高，2019财年达到12%。自2016年初以来，该公司自由现金流增加了三倍多。A：Alteryx和数据科学的崛起在数字经济主导的世界里，数据就是新的石油。企业需要找到新的方法来筛选复杂而丰富的数据以决定商业决策。在这种情况下，数据分析和数据科学已经成为大多数组织的关键职能，这些职能涵盖了许多部门，从IT到销售到商业智能，一直到C级主管。然而在这个数据分析和数据科学时代的挑战是，许多用户在没有编程背景，软件价格又很昂贵。Alteryx倡导的是一种新型的数据科学和分析平台，让企业内部的所有数据用户都能使用其分析能力。该公司软件支持低代码模式，使用户即使在计算机编程知识有限的情况下也能创建解决方案。该公司端到端分析平台涵盖：数据准备、混合、映射、合并、清理来自全网的复杂来源；深度分析应用，其大量功能库来自其与许多其他应用的集成，如微软Azure、亚马逊AWS或谷歌分析；工作流和可视化工具，用户还可以与其他应用如Tableau和Qlik连接。Alteryx客户包括奥迪、Experian、福特、麦当劳、联合利华和沃达丰，在中国有合作伙伴Keyrus公司为该公司提供产品本地化服务。Alteryx自2018年以来一直能够保持快速增长，同时保持盈利和现金流为正。如下图所示，自上市以来，该公司营收同比增速始终保持在50%以上。最近一个季度由于全球公共卫生事件拖延销售周期，营收增长放缓到43%。随着时间的推移，Alteryx的毛利率和营业利润率也不断提高。自2015年以来，毛利率持续改善，从79%提高到91%；营业利润率也跟着提高，2019财年达到9%。自由现金流也在2017年已经转正，并快速增长。Alteryx由创始人兼CEO掌舵，这也是这家SaaS公司长期表现的另一个有力指标。目前这家公司估值较低，市值不到120亿美元。R: Roku和转向广告支持的联网电视视频流媒体平台Roku是从Netflix分拆出来的，当时CEO Reed Hastings已决定放弃让该公司作为Netflix播放器设备的电视盒子。反过来，Roku很可能成为华尔街下一个流媒体界的宠儿。Roku已经脱离了硬件前提，转向广告支持联网电视的纯玩法。该公司提供了最大的CTV生态系统，支持所有流媒体服务，并提供自己的广告支持频道。未来几个月，向数字广告的转型可能会加速，公共卫生事件更是为其提供了顺风车。Roku通过优化其维持增长的三大支柱，正在全线发力：通过与电视厂商的合作、硬件销售实现用户增长，最近一个季度，活跃账户同比增长37%至4000万；用户参与度增长，用户花费更多时间观看内容，最近平台流媒体时长增长49%至132亿小时；ARPU增长，2020年第一季度增长28%至24.35美元。即使假设美国以外的新市场竞争激烈，这三方面的收入增长都可以推动Roku在可预见的未来持续增长。根据管理层的说法，从3月中旬到4月底，黄金时段线性消费同比下降18%，同时流媒体和Roku在4月增长了8%。自Roku上市以来，营收增长一直在加速，最近一个季度营收同比增长55%。长期趋势特殊，公司毛利率和规模效益不断扩大。自2016年以来，毛利率稳步提升，2019财年达到44%；营业利润率也紧随其后。最近几个季度，经营性现金流有了很大的改善，随着公司规模的扩大，这种情况可能会持续下去。T: The Trade Desk和程序化广告的崛起The Trade Desk是一个服务于程序化广告市场的数字广告平台，公司覆盖包括联网电视、移动、音视频、社交和原生市场等整个数字广告市场。就像ROKU一样，TTD也受益于数字广告的转变。在假设性的长期宅经济中，媒体消费不会放缓。消费者在哪，广告商就在哪。即使考虑到2020年公共卫生事件的影响，研究机构eMarketer预计2020年数字广告支出仍将增加2.4%，并在2021年及以后恢复两位数的增长。The Trade Desk正试图作为一家专注于道德、透明度和质量的广告技术公司进行突破。该公司股价自2018年起几乎翻了三倍。联网电视广告是该公司增长最快的板块，在最近一个季度仍然实现同比增长100%。随着公司营收快速增长，营业利润稳步改善，经营性现金不断增加。随着时间的推移营收增长加速，尽管由于公共卫生事件有所放缓，但最近一个季度仍保持着33%的增速。毛利率在2019财年稳定保持在76%。营业利润率一直保持在17%的高水平，由于最近几年加大了研发力度，营业利润率略有下降。目前The Trade Desk市值213亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":983324302,"gmtCreate":1583158619506,"gmtModify":1705289577942,"author":{"id":"3542279810313686","authorId":"3542279810313686","name":"supergun","avatar":"https://static.tigerbbs.com/e72b81f2fa02b0ef2fc7286d8e893011","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542279810313686","authorIdStr":"3542279810313686"},"themes":[],"htmlText":"NB","listText":"NB","text":"NB","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/983324302","repostId":"2016336827","repostType":2,"repost":{"id":"2016336827","kind":"news","pubTimestamp":1583148063,"share":"https://ttm.financial/m/news/2016336827?lang=&edition=fundamental","pubTime":"2020-03-02 19:21","market":"us","language":"zh","title":"京东集团财报：2019年净收入5769亿 全年GMV超2万亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2016336827","media":"成都商报红星新闻","summary":"3月2日，红星新闻记者获悉，京东集团（纳斯达克股票代码：JD）发布2019年第四季度及全年业绩，数据显示，2019年，京东集团全年净收入为5769亿元人民币（约829亿美元），同比增长24.9%；这其","content":"<html><body><article><p>3月2日，红星新闻记者获悉，<a href=\"https://laohu8.com/S/JD\">京东</a>集团（纳斯达克股票代码：JD）发布2019年第四季度及全年业绩，数据显示，2019年，京东集团全年净收入为5769亿元人民币（约829亿美元），同比增长24.9%；这其中，全年净服务收入为662亿元人民币（约95亿美元），同比大幅增长44.1%，技术与服务正日渐成为增长的新引擎。</p><p>2019年全年归属于普通股股东的净利润达到122亿元人民币（约18亿美元），非美国通用会计准则下（Non-GAAP）归属于普通股股东的净利润增长211%至107亿元人民币（约15亿美元）。2019年全年京东的自由现金流增长至195亿元人民币（约28亿美元）。</p><p><strong>用户：四季度新增用户中超过七成来自三至六线城市</strong></p><p>2019年的年度活跃购买用户数增长至3.62亿，环比截至第三季度末的年度活跃购买用户数大幅增长2760万，单季新增年度活跃购买用户数创下过去12个季度以来的新高，其中第四季度的新增用户中超过七成来自三至六线城市；2019年12月，京东移动端月活跃用户数较2018年同期增长41%，优质的购物体验和稳定可靠的供应能力为京东赢得了更多的用户信赖。</p><p>值得关注是，截至2019年12月31日，京东共有超过22万名员工，一年新增了超过4万个就业岗位，远远超出了京东集团在2019年初作出的新增1.5万个岗位的承诺，与此同时，京东还带动了周边和生态链上下游企业超过1500万人就业。</p><p>“京东值得信赖的品牌形象获得越来越多中国消费者的认可，推动京东集团在2019年第四季度实现净收入的强劲增长。”京东集团董事局主席兼首席执行官刘强东表示,“京东新颖的营销方式、出色的产品选择以及更好的消费者服务，也推动了用户数的强劲增长，尤其是中国低线城市的用户增长。”</p><p>刘强东表示：“自今年1月下旬起，京东不遗余力地投入到中国抗击新冠肺炎疫情的行动中。京东发挥在供应链和物流领域的领先优势，积极响应来自全国的相关需求。我们持续保障消费者生活必须品的供给，也与公共机构合作为配送应急物资提供支持。京东持续向疫情中心湖北省捐助医疗物资，协助配送各地驰援湖北的物资，以确保当地医院的供给，此外还结合京东的业务推出了多项创新措施，支持社会各界抗击疫情。京东全体同仁将继续努力，为中国消费者、商家和各界人士提供支持，以同心抗疫、共度时艰。”</p><img src=\"http://inews.gtimg.com/newsapp_match/0/11397889963/0\"/><p>图据东方IC</p><p><strong>指标：核心指标超预期GMV首次突破2万亿人民币大关</strong></p><p>2019年第四季度，京东集团继续保持年初以来连续三个季度的强劲增长势头，主要核心业绩指标再创新高，为推动2019年到2020年进入到一个全新的增长阶段，完成了关键的蓄势。</p><p>2019年，全国社会消费品零售总额突破40万亿元人民币，同比增长8%，中国消费市场增长动力依旧强劲。中国市场的消费潜力和韧性也带动京东集团的GMV首次突破2万亿人民币大关，2019年全年达到20854亿元人民币（约2996亿美元）。</p><p>2019年第四季度，京东集团1707亿元人民币的净收入和26.6%的同比增速，再次超出2019年第三季度财报中给出的预期指引上限，也超出国际知名投行在去年四季度所做出的预期。</p><p>“以供应链为基础的技术与服务企业”的战略升级效果初现。在2019年全年净服务收入中，来自于物流及其他服务收入的占比也从2017年、2018年的16.8%、27.0%大幅增长至2019年的35.5%。</p><p>2019年，京东集团继续巩固零售基础设施优势。截至2019年12月31日，京东物流在全国共运营了700多个仓库，包含京东物流管理的云仓面积在内，仓库总面积约1690万平方米。随着武汉、成都、东莞等地的“亚洲一号”相继启用，京东遍布全国的25个“亚洲一号”智能物流园区，形成了亚洲最大的智能仓库群。</p><p><strong>就业：向全社会招募超过3.5万名正式及临时员工</strong></p><p>突如其来的新冠肺炎疫情，对于整个零售业都是一次非常大的考验。京东集团凭借着多年来在供应链、物流、技术等方面积淀下来的领先优势，在这场抗疫情、保民生、撑经济、稳就业的大考中表现得尤为可靠，京东的长跑模式也再一次获得市场的认可。</p><p>数据显示，京东凭借着供应链和物流优势，截至2月28日，通过全国各地救援物资特别通道，京东物流累计承运了约5000万件、总重量超过1.5万吨的医疗应急物资。京东健康开通免费医生咨询和心理疏导服务平台，超过3万名医生、24小时不间断在线提供服务，累计接诊超过350万名用户，同时联合超过13000家线下药房提供30分钟药品配送上门服务。</p><p>国家邮政局表示，在春节期间，京东能够提供正常的服务保障，并迅速参与医疗物资的集疏运工作，为打好防疫战发挥了重要支撑作用。</p><p>在此次疫情中，众多的中小微企业遭受了很大的冲击，为了帮助他们有序恢复正常生产，京东集团面向超过27万商家推出多项补贴支持措施，尤其为湖北商家提供重点支持，同时对入仓京东物流的商家再追加1亿元进行重点补贴。此外，还通过“企业复工保障计划”、设置疫情专项资金助力中小微企业纾解困难。为了解决<a href=\"https://laohu8.com/S/000061\">农产品</a>出现的滞销问题，京东生鲜开通了“全国生鲜产品绿色通道”、京喜上线“京喜助农计划”，帮扶相关滞销生鲜农产品销售同比增长约10倍。</p><p>在促进社会就业方面，京东集团一方面全力稳定现有就业岗位，确保22万员工有序复工复产，针对所有身处湖北的员工，京东将保留其工作岗位并按时发放工资，缴纳社保、公积金；另一方面联手其所投资的达达集团面向全社会招募超过3.5万名正式及临时员工。</p><p>红星新闻记者 郭晶晶 杨程</p><p>编辑 陈成</p></article></body></html>","source":"tencent","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>京东集团财报：2019年净收入5769亿 全年GMV超2万亿</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京东集团财报：2019年净收入5769亿 全年GMV超2万亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-03-02 19:21 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020030219225279b18cb6&s=b><strong>成都商报红星新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月2日，红星新闻记者获悉，京东集团（纳斯达克股票代码：JD）发布2019年第四季度及全年业绩，数据显示，2019年，京东集团全年净收入为5769亿元人民币（约829亿美元），同比增长24.9%；这其中，全年净服务收入为662亿元人民币（约95亿美元），同比大幅增长44.1%，技术与服务正日渐成为增长的新引擎。2019年全年归属于普通股股东的净利润达到122亿元人民币（约18亿美元），非美国通用...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020030219225279b18cb6&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e723da7a3701993fab850969ee288920","relate_stocks":{"JD":"京东","GM":"通用汽车"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020030219225279b18cb6&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2016336827","content_text":"3月2日，红星新闻记者获悉，京东集团（纳斯达克股票代码：JD）发布2019年第四季度及全年业绩，数据显示，2019年，京东集团全年净收入为5769亿元人民币（约829亿美元），同比增长24.9%；这其中，全年净服务收入为662亿元人民币（约95亿美元），同比大幅增长44.1%，技术与服务正日渐成为增长的新引擎。2019年全年归属于普通股股东的净利润达到122亿元人民币（约18亿美元），非美国通用会计准则下（Non-GAAP）归属于普通股股东的净利润增长211%至107亿元人民币（约15亿美元）。2019年全年京东的自由现金流增长至195亿元人民币（约28亿美元）。用户：四季度新增用户中超过七成来自三至六线城市2019年的年度活跃购买用户数增长至3.62亿，环比截至第三季度末的年度活跃购买用户数大幅增长2760万，单季新增年度活跃购买用户数创下过去12个季度以来的新高，其中第四季度的新增用户中超过七成来自三至六线城市；2019年12月，京东移动端月活跃用户数较2018年同期增长41%，优质的购物体验和稳定可靠的供应能力为京东赢得了更多的用户信赖。值得关注是，截至2019年12月31日，京东共有超过22万名员工，一年新增了超过4万个就业岗位，远远超出了京东集团在2019年初作出的新增1.5万个岗位的承诺，与此同时，京东还带动了周边和生态链上下游企业超过1500万人就业。“京东值得信赖的品牌形象获得越来越多中国消费者的认可，推动京东集团在2019年第四季度实现净收入的强劲增长。”京东集团董事局主席兼首席执行官刘强东表示,“京东新颖的营销方式、出色的产品选择以及更好的消费者服务，也推动了用户数的强劲增长，尤其是中国低线城市的用户增长。”刘强东表示：“自今年1月下旬起，京东不遗余力地投入到中国抗击新冠肺炎疫情的行动中。京东发挥在供应链和物流领域的领先优势，积极响应来自全国的相关需求。我们持续保障消费者生活必须品的供给，也与公共机构合作为配送应急物资提供支持。京东持续向疫情中心湖北省捐助医疗物资，协助配送各地驰援湖北的物资，以确保当地医院的供给，此外还结合京东的业务推出了多项创新措施，支持社会各界抗击疫情。京东全体同仁将继续努力，为中国消费者、商家和各界人士提供支持，以同心抗疫、共度时艰。”图据东方IC指标：核心指标超预期GMV首次突破2万亿人民币大关2019年第四季度，京东集团继续保持年初以来连续三个季度的强劲增长势头，主要核心业绩指标再创新高，为推动2019年到2020年进入到一个全新的增长阶段，完成了关键的蓄势。2019年，全国社会消费品零售总额突破40万亿元人民币，同比增长8%，中国消费市场增长动力依旧强劲。中国市场的消费潜力和韧性也带动京东集团的GMV首次突破2万亿人民币大关，2019年全年达到20854亿元人民币（约2996亿美元）。2019年第四季度，京东集团1707亿元人民币的净收入和26.6%的同比增速，再次超出2019年第三季度财报中给出的预期指引上限，也超出国际知名投行在去年四季度所做出的预期。“以供应链为基础的技术与服务企业”的战略升级效果初现。在2019年全年净服务收入中，来自于物流及其他服务收入的占比也从2017年、2018年的16.8%、27.0%大幅增长至2019年的35.5%。2019年，京东集团继续巩固零售基础设施优势。截至2019年12月31日，京东物流在全国共运营了700多个仓库，包含京东物流管理的云仓面积在内，仓库总面积约1690万平方米。随着武汉、成都、东莞等地的“亚洲一号”相继启用，京东遍布全国的25个“亚洲一号”智能物流园区，形成了亚洲最大的智能仓库群。就业：向全社会招募超过3.5万名正式及临时员工突如其来的新冠肺炎疫情，对于整个零售业都是一次非常大的考验。京东集团凭借着多年来在供应链、物流、技术等方面积淀下来的领先优势，在这场抗疫情、保民生、撑经济、稳就业的大考中表现得尤为可靠，京东的长跑模式也再一次获得市场的认可。数据显示，京东凭借着供应链和物流优势，截至2月28日，通过全国各地救援物资特别通道，京东物流累计承运了约5000万件、总重量超过1.5万吨的医疗应急物资。京东健康开通免费医生咨询和心理疏导服务平台，超过3万名医生、24小时不间断在线提供服务，累计接诊超过350万名用户，同时联合超过13000家线下药房提供30分钟药品配送上门服务。国家邮政局表示，在春节期间，京东能够提供正常的服务保障，并迅速参与医疗物资的集疏运工作，为打好防疫战发挥了重要支撑作用。在此次疫情中，众多的中小微企业遭受了很大的冲击，为了帮助他们有序恢复正常生产，京东集团面向超过27万商家推出多项补贴支持措施，尤其为湖北商家提供重点支持，同时对入仓京东物流的商家再追加1亿元进行重点补贴。此外，还通过“企业复工保障计划”、设置疫情专项资金助力中小微企业纾解困难。为了解决农产品出现的滞销问题，京东生鲜开通了“全国生鲜产品绿色通道”、京喜上线“京喜助农计划”，帮扶相关滞销生鲜农产品销售同比增长约10倍。在促进社会就业方面，京东集团一方面全力稳定现有就业岗位，确保22万员工有序复工复产，针对所有身处湖北的员工，京东将保留其工作岗位并按时发放工资，缴纳社保、公积金；另一方面联手其所投资的达达集团面向全社会招募超过3.5万名正式及临时员工。红星新闻记者 郭晶晶 杨程编辑 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(NASDAQ:NVDA)的股票繼續維持暴漲模式。由於分析師對芯片需求復甦感到樂觀，2020年迄今該股已經上漲了11%。從2018年底開始，芯片行業基本面惡化，不過英偉達和其他幾隻主要芯片股挺住了極度負面的環境壓力。本週前兩日，該股累計上漲約6.4%，至267.89美元。有跡象表明，用於智能手機和數據中心的芯片需求出現強勁反彈。那麼現在，投資者面臨的主要問題是芯片製造商的股價還能走多遠，尤其是當前其價格與預期收益之比已經達到近十年來的最高水平。英偉達股價周線圖，來源：英爲財情Investing.com大多數分析師預計芯片製造商的業務將在2020年有所改善，這主要是考慮到5G技術的引入和雲基礎設施支出料將增長。但是芯片股的估值正在引起人們的擔憂，尤其是在公共衛生事件正構成短期風險的情況下。英偉達在中國市場進行了鉅額投資，其大量的芯片都在中國用於組裝其他產品，很多都與人工智能相關。Q4遊戲及數據中心業績被看好對於英偉達的投資者而言，該股漲勢面臨的最大考驗是週四盤後公佈的財報。分析師預計其每股收益爲1.66美元，營收或較去年同期增長約34%至29.6億美元。2018年下半年華爾街最早對芯片股發出預警的摩根士丹利分析師約瑟夫·摩爾（Joseph Moore）表示，爲了保持增長勢頭，英偉達的芯片生產商將需要向市場交出強於預期的財務業績報告。摩爾在週一的一份報告中寫道：“我們預計遊戲和數據中心的季度業績和前景都將有強勁表現。考慮到公共衛生事件的影響，其中的遊戲業務前景可能會偏向保守。”“我們一直預計這兩個業務板塊的季度業績和前景表現強勁，有多個數據表明雲計算業務需求旺盛，高端遊戲卡的需求也相當可觀（而且庫存在下滑）。”現在買入英偉達太晚了嗎？然而，儘管摩爾對財報感到樂觀，但他並未提高英偉達的目標價格，仍維持在每股259美元。他表示，“如果數據進一步好","listText":"在2019年飆升76%之後，英偉達 (NASDAQ:NVDA)的股票繼續維持暴漲模式。由於分析師對芯片需求復甦感到樂觀，2020年迄今該股已經上漲了11%。從2018年底開始，芯片行業基本面惡化，不過英偉達和其他幾隻主要芯片股挺住了極度負面的環境壓力。本週前兩日，該股累計上漲約6.4%，至267.89美元。有跡象表明，用於智能手機和數據中心的芯片需求出現強勁反彈。那麼現在，投資者面臨的主要問題是芯片製造商的股價還能走多遠，尤其是當前其價格與預期收益之比已經達到近十年來的最高水平。英偉達股價周線圖，來源：英爲財情Investing.com大多數分析師預計芯片製造商的業務將在2020年有所改善，這主要是考慮到5G技術的引入和雲基礎設施支出料將增長。但是芯片股的估值正在引起人們的擔憂，尤其是在公共衛生事件正構成短期風險的情況下。英偉達在中國市場進行了鉅額投資，其大量的芯片都在中國用於組裝其他產品，很多都與人工智能相關。Q4遊戲及數據中心業績被看好對於英偉達的投資者而言，該股漲勢面臨的最大考驗是週四盤後公佈的財報。分析師預計其每股收益爲1.66美元，營收或較去年同期增長約34%至29.6億美元。2018年下半年華爾街最早對芯片股發出預警的摩根士丹利分析師約瑟夫·摩爾（Joseph Moore）表示，爲了保持增長勢頭，英偉達的芯片生產商將需要向市場交出強於預期的財務業績報告。摩爾在週一的一份報告中寫道：“我們預計遊戲和數據中心的季度業績和前景都將有強勁表現。考慮到公共衛生事件的影響，其中的遊戲業務前景可能會偏向保守。”“我們一直預計這兩個業務板塊的季度業績和前景表現強勁，有多個數據表明雲計算業務需求旺盛，高端遊戲卡的需求也相當可觀（而且庫存在下滑）。”現在買入英偉達太晚了嗎？然而，儘管摩爾對財報感到樂觀，但他並未提高英偉達的目標價格，仍維持在每股259美元。他表示，“如果數據進一步好","text":"在2019年飆升76%之後，英偉達 (NASDAQ:NVDA)的股票繼續維持暴漲模式。由於分析師對芯片需求復甦感到樂觀，2020年迄今該股已經上漲了11%。從2018年底開始，芯片行業基本面惡化，不過英偉達和其他幾隻主要芯片股挺住了極度負面的環境壓力。本週前兩日，該股累計上漲約6.4%，至267.89美元。有跡象表明，用於智能手機和數據中心的芯片需求出現強勁反彈。那麼現在，投資者面臨的主要問題是芯片製造商的股價還能走多遠，尤其是當前其價格與預期收益之比已經達到近十年來的最高水平。英偉達股價周線圖，來源：英爲財情Investing.com大多數分析師預計芯片製造商的業務將在2020年有所改善，這主要是考慮到5G技術的引入和雲基礎設施支出料將增長。但是芯片股的估值正在引起人們的擔憂，尤其是在公共衛生事件正構成短期風險的情況下。英偉達在中國市場進行了鉅額投資，其大量的芯片都在中國用於組裝其他產品，很多都與人工智能相關。Q4遊戲及數據中心業績被看好對於英偉達的投資者而言，該股漲勢面臨的最大考驗是週四盤後公佈的財報。分析師預計其每股收益爲1.66美元，營收或較去年同期增長約34%至29.6億美元。2018年下半年華爾街最早對芯片股發出預警的摩根士丹利分析師約瑟夫·摩爾（Joseph Moore）表示，爲了保持增長勢頭，英偉達的芯片生產商將需要向市場交出強於預期的財務業績報告。摩爾在週一的一份報告中寫道：“我們預計遊戲和數據中心的季度業績和前景都將有強勁表現。考慮到公共衛生事件的影響，其中的遊戲業務前景可能會偏向保守。”“我們一直預計這兩個業務板塊的季度業績和前景表現強勁，有多個數據表明雲計算業務需求旺盛，高端遊戲卡的需求也相當可觀（而且庫存在下滑）。”現在買入英偉達太晚了嗎？然而，儘管摩爾對財報感到樂觀，但他並未提高英偉達的目標價格，仍維持在每股259美元。他表示，“如果數據進一步好","images":[{"img":"https://static.tigerbbs.com/42f7d626ed54ced2375752553922e347"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/914716199","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":916918885,"gmtCreate":1579188305347,"gmtModify":1705421467723,"author":{"id":"3542279810313686","authorId":"3542279810313686","name":"supergun","avatar":"https://static.tigerbbs.com/e72b81f2fa02b0ef2fc7286d8e893011","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3542279810313686","idStr":"3542279810313686"},"themes":[],"htmlText":"<a 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Inc(ATOS)$</a>goon","text":"$Atossa Genetics Inc(ATOS)$goon","images":[{"img":"https://static.tigerbbs.com/04a1dd13cf87c01ebe75ab6c6a831b7b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/317607805","isVote":1,"tweetType":1,"viewCount":720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":365926321,"gmtCreate":1614691547063,"gmtModify":1704774076883,"author":{"id":"3542279810313686","authorId":"3542279810313686","name":"supergun","avatar":"https://static.tigerbbs.com/e72b81f2fa02b0ef2fc7286d8e893011","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3542279810313686","idStr":"3542279810313686"},"themes":[],"htmlText":"goon","listText":"goon","text":"goon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365926321","repostId":"1176148015","repostType":2,"repost":{"id":"1176148015","kind":"news","pubTimestamp":1614585215,"share":"https://ttm.financial/m/news/1176148015?lang=&edition=fundamental","pubTime":"2021-03-01 15:53","market":"us","language":"en","title":"Recreational marijuana legalization is coming to Virginia","url":"https://stock-news.laohu8.com/highlight/detail?id=1176148015","media":"Seekingalpha","summary":"With1 in 3 Americansnow living in a state where adult pot use is legal, Virginia is no longersitting","content":"<p>With1 in 3 Americansnow living in a state where adult pot use is legal, Virginia is no longersitting on the sidelines. Over the weekend, local lawmakers narrowlyapprovedcompromise legislation that would make it the first state in the south to allow recreational marijuana. The bill now goes to Virginia Gov. Ralph Northam (D), who supports legalization, for his signature.</p><p><b>Fine print:</b>&nbsp;The law would legalize the use of cannabis by people over the age of 21. It would also allow possession of up to an ounce by anyone over 21 and establish an agency to oversee regulation of the cannabis market. The state is hoping that its commercial recreational marijuana program could generate nearly $1.5B in annual sales within five years of the scheduled start on Jan. 1, 2024.</p><p>Specifics of the regulations were punted until next year, when they'll be decided by the legislature. Under discussion is the framework and criminal penalties for several offenses, including underage use and public consumption of marijuana. Currently, people under the age of 21 would face a $25 civil penalty and have to undergo treatment.</p><p><b>More details:</b>&nbsp;Part of the bill is aimed at ending disparate treatment faced by people of color in the criminal justice system. The legislation calls for 30% of marijuana tax revenue to go to a fund aimed at communities historically over-policed for marijuana-related crimes. Some lawmakers and advocacy groups alsocomplainedthe years-long waiting period needlessly extends unjust treatment, though others argued that going ahead without regulations could boost illegal pot sales.</p><p>Last week, Gov. Phil Murphy signed a series of laws that legalize the possession of marijuanafor recreational use in New Jersey.</p><p><b>Related:&nbsp;</b>ACB,CRON,TLRY,CGC,HEXO,MJ,THCX,APHA,CRON,YOLO,OGI,POTX,GWPH,OTCQB:PHOT,OTCQX:TRTC,OTCQB:CANN,OTCPK:ERBB,OTCPK:GRNH,OTCQB:PMCB,OTCQB:CVSI,OTC:FITX,OTCPK:HEMP,OTCQB:CBDS,OTCPK:BLOZF,OTCQX:KSHB,OTCPK:MSRT,OTCQX:SPRWF,OTCPK:AGTK,OTCQB:AMMJ,OTC:VAPE,OTCQB:GBLX,OTCQB:AERO,OTCPK:MCOA,OTCPK:HMLSF,&nbsp;OTC:FSPM,OTC:EAPH,OTCQB:SRNA,OTCPK:RMHB,OTCPK:PLPL,OTCQB:MNTR,OTCPK:EDXC,OTCQX:THCBF,OTC:FSPM,OTC:EAPH,OTCQB:SRNA,OTCPK:RMHB</p>","source":"seekingalpha","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>Recreational marijuana legalization is coming to Virginia</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\">\nRecreational marijuana legalization is coming to Virginia\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-01 15:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3667419-recreational-marijuana-legalization-is-coming-to-virginia><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With1 in 3 Americansnow living in a state where adult pot use is legal, Virginia is no longersitting on the sidelines. Over the weekend, local lawmakers narrowlyapprovedcompromise legislation that ...</p>\n\n<a href=\"https://seekingalpha.com/news/3667419-recreational-marijuana-legalization-is-coming-to-virginia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MJ":"Amplify Alternative Harvest ETF","TLRY":"Tilray Inc.","THCX":"Innovation Shares Cannabis ETF","CGC":"Canopy Growth Corporation","CRON":"Cronos Group Inc.","ACB":"奥罗拉大麻公司","APHA":"Aphria Inc."},"source_url":"https://seekingalpha.com/news/3667419-recreational-marijuana-legalization-is-coming-to-virginia","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1176148015","content_text":"With1 in 3 Americansnow living in a state where adult pot use is legal, Virginia is no longersitting on the sidelines. Over the weekend, local lawmakers narrowlyapprovedcompromise legislation that would make it the first state in the south to allow recreational marijuana. The bill now goes to Virginia Gov. Ralph Northam (D), who supports legalization, for his signature.Fine print: The law would legalize the use of cannabis by people over the age of 21. It would also allow possession of up to an ounce by anyone over 21 and establish an agency to oversee regulation of the cannabis market. The state is hoping that its commercial recreational marijuana program could generate nearly $1.5B in annual sales within five years of the scheduled start on Jan. 1, 2024.Specifics of the regulations were punted until next year, when they'll be decided by the legislature. Under discussion is the framework and criminal penalties for several offenses, including underage use and public consumption of marijuana. Currently, people under the age of 21 would face a $25 civil penalty and have to undergo treatment.More details: Part of the bill is aimed at ending disparate treatment faced by people of color in the criminal justice system. The legislation calls for 30% of marijuana tax revenue to go to a fund aimed at communities historically over-policed for marijuana-related crimes. Some lawmakers and advocacy groups alsocomplainedthe years-long waiting period needlessly extends unjust treatment, though others argued that going ahead without regulations could boost illegal pot sales.Last week, Gov. Phil Murphy signed a series of laws that legalize the possession of marijuanafor recreational use in New Jersey.Related: ACB,CRON,TLRY,CGC,HEXO,MJ,THCX,APHA,CRON,YOLO,OGI,POTX,GWPH,OTCQB:PHOT,OTCQX:TRTC,OTCQB:CANN,OTCPK:ERBB,OTCPK:GRNH,OTCQB:PMCB,OTCQB:CVSI,OTC:FITX,OTCPK:HEMP,OTCQB:CBDS,OTCPK:BLOZF,OTCQX:KSHB,OTCPK:MSRT,OTCQX:SPRWF,OTCPK:AGTK,OTCQB:AMMJ,OTC:VAPE,OTCQB:GBLX,OTCQB:AERO,OTCPK:MCOA,OTCPK:HMLSF, OTC:FSPM,OTC:EAPH,OTCQB:SRNA,OTCPK:RMHB,OTCPK:PLPL,OTCQB:MNTR,OTCPK:EDXC,OTCQX:THCBF,OTC:FSPM,OTC:EAPH,OTCQB:SRNA,OTCPK:RMHB","news_type":1},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":980669051,"gmtCreate":1582381352773,"gmtModify":1705428491358,"author":{"id":"3542279810313686","authorId":"3542279810313686","name":"supergun","avatar":"https://static.tigerbbs.com/e72b81f2fa02b0ef2fc7286d8e893011","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3542279810313686","idStr":"3542279810313686"},"themes":[],"htmlText":"NB","listText":"NB","text":"NB","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/980669051","repostId":"1197615471","repostType":4,"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":980687580,"gmtCreate":1582379258140,"gmtModify":1705428489419,"author":{"id":"3542279810313686","authorId":"3542279810313686","name":"supergun","avatar":"https://static.tigerbbs.com/e72b81f2fa02b0ef2fc7286d8e893011","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3542279810313686","idStr":"3542279810313686"},"themes":[],"htmlText":"a","listText":"a","text":"a","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/980687580","repostId":"2013073167","repostType":2,"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":917270471,"gmtCreate":1581935034493,"gmtModify":1705427372752,"author":{"id":"3542279810313686","authorId":"3542279810313686","name":"supergun","avatar":"https://static.tigerbbs.com/e72b81f2fa02b0ef2fc7286d8e893011","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3542279810313686","idStr":"3542279810313686"},"themes":[],"htmlText":"NB","listText":"NB","text":"NB","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/917270471","repostId":"1133171965","repostType":4,"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":914564524,"gmtCreate":1581410134568,"gmtModify":1705426092096,"author":{"id":"3542279810313686","authorId":"3542279810313686","name":"supergun","avatar":"https://static.tigerbbs.com/e72b81f2fa02b0ef2fc7286d8e893011","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3542279810313686","idStr":"3542279810313686"},"themes":[],"htmlText":"nb","listText":"nb","text":"nb","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/914564524","repostId":"914569161","repostType":1,"repost":{"id":914569161,"gmtCreate":1581405904752,"gmtModify":1705426081544,"author":{"id":"3528966054893519","authorId":"3528966054893519","name":"小虎说英股","avatar":"https://static.tigerbbs.com/b444754ad4cb8cbfaf0dcb4fb2537c79","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3528966054893519","idStr":"3528966054893519"},"themes":[],"htmlText":"\n \n \n  這家公司股價15年漲了13倍！來看視頻瞭解投資回報率最棒的天然氣公司 <a href=\"https://laohu8.com/S/NVTK.UK\">$諾瓦泰克(NVTK.UK)$</a> 關於俄羅斯天然氣巨頭諾瓦泰克從北冰洋給中國出口液化天然氣的項目，有興趣的虎友還可以看看小虎之前寫過的相關文章哦[可愛] <a href=\"https://laohu8.com/S/UGAZ\">$三倍做多天然氣ETN(VelocityShares)(UGAZ)$</a> <a href=\"https://laohu8.com/FUT/NGmain\">$天然氣主連(NGmain)$</a>\n \n","listText":"這家公司股價15年漲了13倍！來看視頻瞭解投資回報率最棒的天然氣公司 <a href=\"https://laohu8.com/S/NVTK.UK\">$諾瓦泰克(NVTK.UK)$</a> 關於俄羅斯天然氣巨頭諾瓦泰克從北冰洋給中國出口液化天然氣的項目，有興趣的虎友還可以看看小虎之前寫過的相關文章哦[可愛] <a href=\"https://laohu8.com/S/UGAZ\">$三倍做多天然氣ETN(VelocityShares)(UGAZ)$</a> <a href=\"https://laohu8.com/FUT/NGmain\">$天然氣主連(NGmain)$</a>","text":"這家公司股價15年漲了13倍！來看視頻瞭解投資回報率最棒的天然氣公司 $諾瓦泰克(NVTK.UK)$ 關於俄羅斯天然氣巨頭諾瓦泰克從北冰洋給中國出口液化天然氣的項目，有興趣的虎友還可以看看小虎之前寫過的相關文章哦[可愛] $三倍做多天然氣ETN(VelocityShares)(UGAZ)$ $天然氣主連(NGmain)$","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/914569161","isVote":1,"tweetType":2,"object":{"id":"9d8ba923365d4cf1a2fac2d9dbdfbcb9","tweetId":"914569161","videoUrl":"http://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/2bb516465285890797724868675/v.f20.mp4","poster":"https://static.tigerbbs.com/d7ffa24d0398b6df58eede421e9f2536"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":362941796,"gmtCreate":1614591166015,"gmtModify":1704772765001,"author":{"id":"3542279810313686","authorId":"3542279810313686","name":"supergun","avatar":"https://static.tigerbbs.com/e72b81f2fa02b0ef2fc7286d8e893011","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3542279810313686","idStr":"3542279810313686"},"themes":[],"htmlText":"all in？","listText":"all in？","text":"all in？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/362941796","repostId":"2114037911","repostType":2,"repost":{"id":"2114037911","kind":"news","pubTimestamp":1614331823,"share":"https://ttm.financial/m/news/2114037911?lang=&edition=fundamental","pubTime":"2021-02-26 17:30","market":"hk","language":"zh","title":"比特币开启猛烈抛售模式：周线势创一年最惨，最大ETF大幅抛售","url":"https://stock-news.laohu8.com/highlight/detail?id=2114037911","media":"华尔街见闻","summary":"在此轮下跌中，灰度基金抛售比特币的速度比比特币下跌的速度还要快；Coinbase招股书将中本聪身份的披露视作未来最大风险。","content":"<html><body><p>随着比特币持续下跌，这个在过去一年中风光无限的数字货币有望遭遇近一年来最严重的单周跌幅。</p>\n<p>在本周，比特币下跌幅度高达20%，是去年3月以来的最大幅度，且在过去24小之内的下跌幅度一度超过10%至45327美元/枚。而追踪比特币、以太坊等数字货币的彭博银河加密指数本周也下跌了22%。</p>\n<p><img src=\"https://wpimg.wallstcn.com/6b94785a-de8f-4670-812e-36b90a8ea221.png\"/></p>\n<p>此外，在过去一天内，比特币已经有1200亿市值蒸发，62.99亿元爆仓。</p>\n<p><img src=\"https://wpimg.wallstcn.com/1a93e4fe-d662-4f5b-8af5-834a10a3140d.png\"/></p>\n<p>截至港股收盘，港股区块链概念股跌幅明显，<a href=\"https://laohu8.com/S/01611\">火币科技</a>跌18.72%，<a href=\"https://laohu8.com/S/01499\">欧科云链</a>跌17.72%，<a href=\"https://laohu8.com/S/01647\">雄岸科技</a>跌15%。美股盘前，区块链概念股大跌，SOS跌超14%，Riot Blockchain跌超11%，<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>跌超12%，Marathon Patent跌近12%。此前比特币跌破4.5万美元关口，24小时跌幅超10%。</p>\n<p>随着美债收益率的持续攀升、美元走强和通胀预期的抬高，风险资产比特币开始面临最大的基本面影响因素——流动性的的重挫。</p>\n<p>面对市场动荡，那些指望利用比特币进行价值储存和对冲通胀的人也开始质疑比特币作为“避险资产”的有效性。</p>\n<h2><strong>灰度基金大幅抛售</strong></h2>\n<p>在比特币暴跌中，世界上最大的比特币基金——灰度基金起到推波助澜的作用，并且其抛售比特币的速度比比特币下跌的速度还要快。</p>\n<p>规模高达320亿元的灰度基金本周暴跌超过了20%，其相对于比特币的溢价已经蒸发，并比基础资产——比特币的收盘价还要低0.7%。这也是该基金自2017年3月以来的首次相对基础资产的折价。</p>\n<p><img src=\"https://wpimg.wallstcn.com/ff773371-863f-48de-be92-db8e9b887e55.png\"/></p>\n<p>彭博表示，消失的溢价表明投资者正在寻找退出机会。而BI的高级ETF分析师Eric Balchunas表示，这代表了投资者的恐慌以及部分投资者的获利走人。</p>\n<p>值得注意的是，灰度投资首席执行官Michael Sonnenshein也承认消失的溢价代表了巨大的风险。</p>\n<h2><strong>中本聪身份披露恐重挫比特币</strong></h2>\n<p>在周四Coinbase披露的招股书中，文件将比特币创始人（或团体）中本聪称为风险因素。</p>\n<p>该文件显示，若创始人身份披露，可能会导致比特币价格下挫。</p>\n<p>此外，招股书文件还认为中本聪持有5%，超过110万枚的比特币，如果他进行大幅减持，将破坏整个数字货币市场的稳定。</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>比特币开启猛烈抛售模式：周线势创一年最惨，最大ETF大幅抛售</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比特币开启猛烈抛售模式：周线势创一年最惨，最大ETF大幅抛售\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-26 17:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3621614><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着比特币持续下跌，这个在过去一年中风光无限的数字货币有望遭遇近一年来最严重的单周跌幅。\n在本周，比特币下跌幅度高达20%，是去年3月以来的最大幅度，且在过去24小之内的下跌幅度一度超过10%至45327美元/枚。而追踪比特币、以太坊等数字货币的彭博银河加密指数本周也下跌了22%。\n\n此外，在过去一天内，比特币已经有1200亿市值蒸发，62.99亿元爆仓。\n\n截至港股收盘，港股区块链概念股跌幅明显...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3621614\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/522efc5a26233dad1f7fc75cd763f41d","relate_stocks":{"CAN":"嘉楠科技","EBON":"亿邦国际"},"source_url":"https://wallstreetcn.com/articles/3621614","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2114037911","content_text":"随着比特币持续下跌，这个在过去一年中风光无限的数字货币有望遭遇近一年来最严重的单周跌幅。\n在本周，比特币下跌幅度高达20%，是去年3月以来的最大幅度，且在过去24小之内的下跌幅度一度超过10%至45327美元/枚。而追踪比特币、以太坊等数字货币的彭博银河加密指数本周也下跌了22%。\n\n此外，在过去一天内，比特币已经有1200亿市值蒸发，62.99亿元爆仓。\n\n截至港股收盘，港股区块链概念股跌幅明显，火币科技跌18.72%，欧科云链跌17.72%，雄岸科技跌15%。美股盘前，区块链概念股大跌，SOS跌超14%，Riot Blockchain跌超11%，嘉楠科技跌超12%，Marathon Patent跌近12%。此前比特币跌破4.5万美元关口，24小时跌幅超10%。\n随着美债收益率的持续攀升、美元走强和通胀预期的抬高，风险资产比特币开始面临最大的基本面影响因素——流动性的的重挫。\n面对市场动荡，那些指望利用比特币进行价值储存和对冲通胀的人也开始质疑比特币作为“避险资产”的有效性。\n灰度基金大幅抛售\n在比特币暴跌中，世界上最大的比特币基金——灰度基金起到推波助澜的作用，并且其抛售比特币的速度比比特币下跌的速度还要快。\n规模高达320亿元的灰度基金本周暴跌超过了20%，其相对于比特币的溢价已经蒸发，并比基础资产——比特币的收盘价还要低0.7%。这也是该基金自2017年3月以来的首次相对基础资产的折价。\n\n彭博表示，消失的溢价表明投资者正在寻找退出机会。而BI的高级ETF分析师Eric Balchunas表示，这代表了投资者的恐慌以及部分投资者的获利走人。\n值得注意的是，灰度投资首席执行官Michael Sonnenshein也承认消失的溢价代表了巨大的风险。\n中本聪身份披露恐重挫比特币\n在周四Coinbase披露的招股书中，文件将比特币创始人（或团体）中本聪称为风险因素。\n该文件显示，若创始人身份披露，可能会导致比特币价格下挫。\n此外，招股书文件还认为中本聪持有5%，超过110万枚的比特币，如果他进行大幅减持，将破坏整个数字货币市场的稳定。","news_type":1},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366859668,"gmtCreate":1614440360254,"gmtModify":1704771826627,"author":{"id":"3542279810313686","authorId":"3542279810313686","name":"supergun","avatar":"https://static.tigerbbs.com/e72b81f2fa02b0ef2fc7286d8e893011","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3542279810313686","idStr":"3542279810313686"},"themes":[],"htmlText":"O level","listText":"O level","text":"O level","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/366859668","repostId":"1194402715","repostType":2,"repost":{"id":"1194402715","kind":"news","pubTimestamp":1614333579,"share":"https://ttm.financial/m/news/1194402715?lang=&edition=fundamental","pubTime":"2021-02-26 17:59","market":"us","language":"zh","title":"被低估的拜登才是可怕的，这一决定或真正击垮美股","url":"https://stock-news.laohu8.com/highlight/detail?id=1194402715","media":"汇通网","summary":"股价最终会推高到何种程度是“疯子”决定的，何时崩盘却是“傻子”引发的。","content":"<p>在拜登作为民主党候选人与前任总统特朗普竞争总统之位时，还有人认为，这是民主党的悲哀，因内部意识流分裂，无甚才华的老好人拜登才会被推举出来，被同僚嘲笑“乔小结巴”的拜登在与特朗普同台辩论时，被后者屡次插话打断只能尬笑。</p><p><img src=\"https://static.tigerbbs.com/8c40c62378777fc5e840bde469d8031e\" tg-width=\"640\" tg-height=\"400\" referrerpolicy=\"no-referrer\"></p><p>只不过，看起来平平无奇，被誉为奥巴马接班人的拜登一上任却让市场震惊。</p><p>当华尔街所有注意力放到拜登财政新政，新一轮1.9万亿美元纾困法案今天表决结果之时，拜登在当地时间2月25日深夜至26日0时左右，下令对位于叙利亚东部叙伊边境地区的阿布卡迈勒口岸附近展开空袭。</p><p><b>这是拜登政府采取的首次军事行动。离1月20日正式上任才刚刚过去37天！</b></p><p>而且，现在美国整体局势并不乐观！</p><p>疫情尽管在疫苗推广之下迎来拐点，可美国新增至少77338例新冠肺炎确诊病例，累计达2849万例，新增至少2416例死亡病例，累计达506399例。离美国正真摆脱危机还任重道远。</p><p>全美第二大州德州遭遇30年来最致命的严寒天气的危机也并未解除，数百万人饱受降温停水停电停暖断粮之苦，不仅民意反噬，还引发美国整个能源产业产能危机。</p><p>而美国经济复苏也逊于预期，最新公布的美国2020年第四季度实际GDP年化季率修正值实际公布4.10%，预期是4.2%。截至2月20日当周，美国初请失业金人数实际还有高达73万人，尽管有所回升，但是远远没有达到疫情前的水平。</p><p>美股市场更是离谱，在美联储一再表示短期内不担心通胀，不会减少国债购买规模，甚至还要推出1.9万亿美元救市资金的环境下，却出现了4个月以来最严重下跌，倚重科技股的纳斯达克指数当天暴跌478.53点，跌幅达3.52%。</p><p>与此同时，隔夜随着10年期美债收益率升破1.5%关口至一年来最高水平，市场恐慌情绪回潮。标普500指数大跌2.45%，纳斯达克指数以3.5%的跌幅震慑市场。</p><p>此前随着通胀预期攀升，10年期美债收益率本月已飙升近40个基点，创下四年来最大升幅。</p><p>这样的恐慌情绪甚至连以避险称著的黄金都跌幅扩大，创近8个月新低至1759.36美元/盎司。黄金，迈向连续两个月的下跌通道。</p><p>美联储主席杰罗姆·鲍威尔本周说，<b>美国距离实现全面就业和物价稳定还有“很长的路要走”。</b></p><p>可是，这样踩踏式全线暴跌，作为美国的掌舵人拜登看起来似乎“不务正业”，上任刚满月国内危机都自顾不暇，却对叙利亚出手，让华尔街大失所望，引发美股崩盘担忧。</p><p>尤其是在印钱刺激之下美股屡创新高，而基本面又已利好兑现的情况下，原本刺破这一泡沫的会是通胀，近期美国经通胀因素调整后的公债收益率近日来加速上升，都让美股看起来12年的牛市到头了，拜登的危机转移甚至被认为是美国现在财政和货币政策弹尽粮绝后无奈之举，美股真的要崩盘了嘛，现在市场依旧并不这么认为。</p><p>但被低估的拜登，却给原本因获利了结引发股市下行，恐慌情绪大爆发投资者越来越担心，这才是最可怕的。股价最终会推高到何种程度是“疯子”决定的，何时崩盘却是“傻子”引发的，在悲观情绪笼罩之下，任何一个不确定性都可能让人成为傻子。</p>","source":"HTW","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>被低估的拜登才是可怕的，这一决定或真正击垮美股</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; 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}\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被低估的拜登才是可怕的，这一决定或真正击垮美股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-26 17:59 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.fx678.com/C/20210226/202102261738341853.html><strong>汇通网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在拜登作为民主党候选人与前任总统特朗普竞争总统之位时，还有人认为，这是民主党的悲哀，因内部意识流分裂，无甚才华的老好人拜登才会被推举出来，被同僚嘲笑“乔小结巴”的拜登在与特朗普同台辩论时，被后者屡次插话打断只能尬笑。只不过，看起来平平无奇，被誉为奥巴马接班人的拜登一上任却让市场震惊。当华尔街所有注意力放到拜登财政新政，新一轮1.9万亿美元纾困法案今天表决结果之时，拜登在当地时间2月25日深夜至26...</p>\n\n<a href=\"https://www.fx678.com/C/20210226/202102261738341853.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7ae95043f60aecab0531758d2129fd42","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.fx678.com/C/20210226/202102261738341853.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194402715","content_text":"在拜登作为民主党候选人与前任总统特朗普竞争总统之位时，还有人认为，这是民主党的悲哀，因内部意识流分裂，无甚才华的老好人拜登才会被推举出来，被同僚嘲笑“乔小结巴”的拜登在与特朗普同台辩论时，被后者屡次插话打断只能尬笑。只不过，看起来平平无奇，被誉为奥巴马接班人的拜登一上任却让市场震惊。当华尔街所有注意力放到拜登财政新政，新一轮1.9万亿美元纾困法案今天表决结果之时，拜登在当地时间2月25日深夜至26日0时左右，下令对位于叙利亚东部叙伊边境地区的阿布卡迈勒口岸附近展开空袭。这是拜登政府采取的首次军事行动。离1月20日正式上任才刚刚过去37天！而且，现在美国整体局势并不乐观！疫情尽管在疫苗推广之下迎来拐点，可美国新增至少77338例新冠肺炎确诊病例，累计达2849万例，新增至少2416例死亡病例，累计达506399例。离美国正真摆脱危机还任重道远。全美第二大州德州遭遇30年来最致命的严寒天气的危机也并未解除，数百万人饱受降温停水停电停暖断粮之苦，不仅民意反噬，还引发美国整个能源产业产能危机。而美国经济复苏也逊于预期，最新公布的美国2020年第四季度实际GDP年化季率修正值实际公布4.10%，预期是4.2%。截至2月20日当周，美国初请失业金人数实际还有高达73万人，尽管有所回升，但是远远没有达到疫情前的水平。美股市场更是离谱，在美联储一再表示短期内不担心通胀，不会减少国债购买规模，甚至还要推出1.9万亿美元救市资金的环境下，却出现了4个月以来最严重下跌，倚重科技股的纳斯达克指数当天暴跌478.53点，跌幅达3.52%。与此同时，隔夜随着10年期美债收益率升破1.5%关口至一年来最高水平，市场恐慌情绪回潮。标普500指数大跌2.45%，纳斯达克指数以3.5%的跌幅震慑市场。此前随着通胀预期攀升，10年期美债收益率本月已飙升近40个基点，创下四年来最大升幅。这样的恐慌情绪甚至连以避险称著的黄金都跌幅扩大，创近8个月新低至1759.36美元/盎司。黄金，迈向连续两个月的下跌通道。美联储主席杰罗姆·鲍威尔本周说，美国距离实现全面就业和物价稳定还有“很长的路要走”。可是，这样踩踏式全线暴跌，作为美国的掌舵人拜登看起来似乎“不务正业”，上任刚满月国内危机都自顾不暇，却对叙利亚出手，让华尔街大失所望，引发美股崩盘担忧。尤其是在印钱刺激之下美股屡创新高，而基本面又已利好兑现的情况下，原本刺破这一泡沫的会是通胀，近期美国经通胀因素调整后的公债收益率近日来加速上升，都让美股看起来12年的牛市到头了，拜登的危机转移甚至被认为是美国现在财政和货币政策弹尽粮绝后无奈之举，美股真的要崩盘了嘛，现在市场依旧并不这么认为。但被低估的拜登，却给原本因获利了结引发股市下行，恐慌情绪大爆发投资者越来越担心，这才是最可怕的。股价最终会推高到何种程度是“疯子”决定的，何时崩盘却是“傻子”引发的，在悲观情绪笼罩之下，任何一个不确定性都可能让人成为傻子。","news_type":1},"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387691748,"gmtCreate":1613743171084,"gmtModify":1704884436549,"author":{"id":"3542279810313686","authorId":"3542279810313686","name":"supergun","avatar":"https://static.tigerbbs.com/e72b81f2fa02b0ef2fc7286d8e893011","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3542279810313686","idStr":"3542279810313686"},"themes":[],"htmlText":"go","listText":"go","text":"go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/387691748","repostId":"1132611302","repostType":4,"repost":{"id":"1132611302","kind":"news","weMediaInfo":{"introduction":"坚守初心，不随俗流。用一颗匠子心打造一个具有广度、深度、高度、温度的港股交流圈","home_visible":1,"media_name":"丫丫港股圈","id":"1055767104","head_image":"https://static.tigerbbs.com/e72e80eef358bde27914deb6b2315953"},"pubTimestamp":1613731067,"share":"https://ttm.financial/m/news/1132611302?lang=&edition=fundamental","pubTime":"2021-02-19 18:37","market":"us","language":"zh","title":"美股大佬们的新思路","url":"https://stock-news.laohu8.com/highlight/detail?id=1132611302","media":"丫丫港股圈","summary":"最近，又到了美股大佬们披露自己仓位时候。根据美国证交会(SEC)要求，所有管理资产至少在1亿美元的机构投资者，需要在每季度结束45天内提交持仓报告，也就是13F。通过最新发布的13F，我们可以了解到机","content":"<p>最近，又到了美股大佬们披露自己仓位时候。根据美国证交会(SEC)要求，所有管理资产至少在1亿美元的机构投资者，需要在每季度结束45天内提交持仓报告，也就是13F。通过最新发布的13F，我们可以了解到机构的最新持仓情况，大佬们在四季度都进行了怎样的操作？看好或不看好哪些板块呢？可以说是普通投资者学习的投资圣经。</p>\n<p><b>股神</b></p>\n<p>首先，看股神巴菲特，<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦四季度将<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司持仓减持6%，从9.443亿股减至8.871亿股。虽然是减仓了，但截至2020年底，仍持有<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司1200亿美元股票，因此我认为只是技术性的调仓，而不是不看好苹果。并且，减持曾经的爱股：<a href=\"https://laohu8.com/S/WFC\">富国银行</a>(WFC.US)58%至5242万股，跌出10大重仓股。</p>\n<p><img src=\"https://static.tigerbbs.com/82c359cc9ab90ca62ca0f9ad0b04542b\" tg-width=\"1080\" tg-height=\"246\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：网络收集</p>\n<p>真的不看好有以下:选择清仓<a href=\"https://laohu8.com/S/GOLD\">巴里克黄金</a>公司(GOLD.US)、<a href=\"https://laohu8.com/S/MTB\">美国制商银行</a>(MTB.US)、<a href=\"https://laohu8.com/S/PNC\">PNC金融</a>(PNC.US)、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>(JPM.US)以及<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>(PFE.US)。</p>\n<p>值得注意的是，<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>在去年三季度刚刚建仓做多了<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>制药，一季后就清仓了；此外，在去年二季度建仓的<a href=\"https://laohu8.com/S/GOLD\">巴里克黄金</a>公司、三季度大幅减持，于四季度全部清仓。（股神也需要适应市场）</p>\n<p><img src=\"https://static.tigerbbs.com/6a1ba48c52f0b6b1f5b49fdc80151f82\" tg-width=\"1080\" tg-height=\"298\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：网络收集</p>\n<p>新建仓Verizon(VZ.US)、<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>(CVX.US)、<a href=\"https://laohu8.com/S/MMC\">威达信集团</a>(MMC.US)。截至四季度末，伯克希尔分别持有86亿美元<a href=\"https://laohu8.com/S/VZ\">威瑞森</a>股票和41亿美元<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>股票。</p>\n<p><img src=\"https://static.tigerbbs.com/b3c28babca09c2a448862e9fbd1bba96\" tg-width=\"1080\" tg-height=\"175\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：网络收集</p>\n<p>增持117%<a href=\"https://laohu8.com/S/TMUS\">T-Mobile US Inc</a>(TMUS.US)至524.2万股，以及三家医药公司艾伯维(ABBV.US)、<a href=\"https://laohu8.com/S/MRK\">默沙东</a>(MRK.US)、<a href=\"https://laohu8.com/S/BMY\">施贵宝</a>(BMY.US)等。</p>\n<p><img src=\"https://static.tigerbbs.com/3e6cf091658f800d5c2ea9658db5ef4b\" tg-width=\"1080\" tg-height=\"296\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：网络收集</p>\n<p>原有前十大持仓，<b>苹果仍然为第一大重仓</b>，金融股多达四只：BAC（<a href=\"https://laohu8.com/S/BAC\">美国银行</a>）、AXP（<a href=\"https://laohu8.com/S/AXP\">美国运通</a>）、MCO（<a href=\"https://laohu8.com/S/MCO\">穆迪</a>）、USB（美国合众），消费股还是KO（<a href=\"https://laohu8.com/S/KO\">可口可乐</a>）、KHC（<a href=\"https://laohu8.com/S/KHC\">卡夫亨氏</a>），其余是：通讯类股票VZ（<a href=\"https://laohu8.com/S/VZ\">威瑞森</a>通信）、能源类股票CVX（雪佛龙）、保健类股票DVA（<a href=\"https://laohu8.com/S/DVA\">达维塔保健</a>）。</p>\n<p>感觉上股神仍然维持他的风格，虽然第一重仓仍是苹果，但是其他新增的公司基本上都是传统行业。</p>\n<p><img src=\"https://static.tigerbbs.com/2e9c6d272e8f964f998d51807edf7b19\" tg-width=\"554\" tg-height=\"324\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：网络收集</p>\n<p><b>金融大鳄</b></p>\n<p>而金融大鳄，索罗斯则很不一样，能看出他很愿意尝试新行业新公司，他看好最新发展的固态电池，四季度大举新进固态电池股QuantumScape，为第四大重仓股，还增仓了<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>、<a href=\"https://laohu8.com/S/ATVI\">动视暴雪</a>、<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>、新兴市场ETF。</p>\n<p>对比看，第一大持仓股为LBRDK（广播及有限电视提供商），妥妥的疫情受益股；第二大持仓PLTR（帕兰提尔科技），是一家分散数据分析和情报公司，公司主要客户为政府机构和金融机构，最出名的案例是以大数据技术帮助美国军方成功定位和击毙基地组织首脑本拉登；</p>\n<p>第四大持仓股QuantumScape，创立于2010年,总部位于美国加州，是开发用于电动汽车的下一代固态锂金属电池的领导者，该公司去年层宣布研发出最新的固态电池技术，称固态电池能将电动汽车的续航里程提高80%，且能在15分钟内充满80%的电量，将于2024年投入生产。</p>\n<p><img src=\"https://static.tigerbbs.com/46fcaf52ec52686a919455506cba2405\" tg-width=\"554\" tg-height=\"329\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：网络收集</p>\n<p>减持PCG；清仓DraftKings（体育娱乐与博彩公司）、<a href=\"https://laohu8.com/S/MCHP\">微芯科技</a>。</p>\n<p><img src=\"https://static.tigerbbs.com/f083e51871213fed5276d32bec23faf2\" tg-width=\"554\" tg-height=\"355\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：网络收集</p>\n<p><b>对冲基金一哥</b></p>\n<p>而对冲基金一哥瑞·达利欧管理的桥水基金，截至四季度末的美股持仓情况，桥水本季度坚守并增持仓位也使得基金报告期末持仓金额达到115.55亿美元，较三季度末的83.15亿美元大幅增长38.9%。</p>\n<p>在报告期内减持过半的黄金ETF（GLD）持仓，同时基金也稍稍减配了<a href=\"https://laohu8.com/S/SPY\">标普500ETF</a>。受到其他持仓标的表现更加优异影响。个股层面减持了近4成的<a href=\"https://laohu8.com/S/NTES\">网易</a>持仓，并清仓全部的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股票。</p>\n<p>买入和建仓方面，桥水大幅买入了<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/PG\">宝洁</a>和<a href=\"https://laohu8.com/S/KO\">可口可乐</a>四只个股，其中<a href=\"https://laohu8.com/S/PDD\">拼多多</a>晋身该基金前十大持仓。此外，包括<a href=\"https://laohu8.com/S/PEP\">百事可乐</a>、<a href=\"https://laohu8.com/S/COST\">好市多</a>、<a href=\"https://laohu8.com/S/MCD\">麦当劳</a>、<a href=\"https://laohu8.com/S/SBUX\">星巴克</a>、<a href=\"https://laohu8.com/S/TGT\">塔吉特</a>百货、<a href=\"https://laohu8.com/S/MDLZ\">亿滋</a>国际、<a href=\"https://laohu8.com/S/MNST\">怪物饮料</a>等零售消费类股票都获得超过原仓位100%的加仓。</p>\n<p>中概股方面，除了拼多多以外，桥水Q4买入<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>26万股，小幅增持<a href=\"https://laohu8.com/S/JD\">京东</a>和<a href=\"https://laohu8.com/S/BIDU\">百度</a>的同时，还买入了39万股的<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车、69万股的<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>和61.7万股的<a href=\"https://laohu8.com/S/LU\">陆金所</a>。</p>\n<p>同时，还是看好新兴市场的前景，新兴市场股指ETF合计占总仓位10.79%，<a href=\"https://laohu8.com/S/SPY\">标普500ETF</a>合计占总仓位14.53%。</p>\n<p><img src=\"https://static.tigerbbs.com/3feb16ca6c4f8bd26f2d71b38c6eb9e9\" tg-width=\"750\" tg-height=\"389\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：财联社</p>\n<p><b>女股神：木头姐</b></p>\n<p>而在2020年赚的盆满钵满的女股神：木头姐，她管理的ARK基金中，核心产品ARKK，第一大持仓股仍然是TSLA（<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>），据最新的采访访谈，木头姐说市场还未发现TSLA共享出行的价值，将会坚定持有；第二大持仓股为ROKU，可以称为美股的“妖股”，主要从事的是流媒体的业务；第三大持仓为SQ，为美版“支付宝”；第四大持仓TDOC，为美国最大远程医疗平台；其后，则是近期大幅加仓的中概股BIDU，解读为<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶的未来科技。</p>\n<p>由于木头姐每天都有交易披露，看持仓组合和个股占比能够更好的研究其投资思路。</p>\n<p><img src=\"https://static.tigerbbs.com/4f04be96d2014891b251356d3544230e\" tg-width=\"1080\" tg-height=\"295\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：异界番茄</p>\n<p><b>结尾</b></p>\n<p>遥看大佬的操作，对于近期猛涨的周期股个股，也就是通胀预期的有色，都有选择卖出的操作，可能预示着沒实际需求上升带来的通胀只是笑话而已。</p>\n<p>股神还是偏好烟蒂股，收取价值，大幅建仓的两只个股也拥有高股息的特点。索罗斯还是看好疫情对于人们的影响，宅家经济的增长，以及新能源电池前端的发展。老朋友达利欧还是看好新兴市场，以及中概股拼多多，而对于<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>，市场其他头部基金则有不同的说法。木头姐还是一如既往的看好前沿科技，新能源车TSLA、BIDU都是心水的重仓股，对于流媒体、移动支付也异常看好。</p>\n<p>总的看，大佬们对于新兴科技或者新兴市场是有很高的喜好的，这代表着先进的生产力，也是成长性的代表；对于投资者，学习思路、背后的逻辑是至关重要的，这样抄作业的效率才能事半功倍。</p>","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>美股大佬们的新思路</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美股大佬们的新思路\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1055767104\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e72e80eef358bde27914deb6b2315953);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">丫丫港股圈 </p>\n<p class=\"h-time\">2021-02-19 18:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>最近，又到了美股大佬们披露自己仓位时候。根据美国证交会(SEC)要求，所有管理资产至少在1亿美元的机构投资者，需要在每季度结束45天内提交持仓报告，也就是13F。通过最新发布的13F，我们可以了解到机构的最新持仓情况，大佬们在四季度都进行了怎样的操作？看好或不看好哪些板块呢？可以说是普通投资者学习的投资圣经。</p>\n<p><b>股神</b></p>\n<p>首先，看股神巴菲特，<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦四季度将<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司持仓减持6%，从9.443亿股减至8.871亿股。虽然是减仓了，但截至2020年底，仍持有<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司1200亿美元股票，因此我认为只是技术性的调仓，而不是不看好苹果。并且，减持曾经的爱股：<a href=\"https://laohu8.com/S/WFC\">富国银行</a>(WFC.US)58%至5242万股，跌出10大重仓股。</p>\n<p><img src=\"https://static.tigerbbs.com/82c359cc9ab90ca62ca0f9ad0b04542b\" tg-width=\"1080\" tg-height=\"246\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：网络收集</p>\n<p>真的不看好有以下:选择清仓<a href=\"https://laohu8.com/S/GOLD\">巴里克黄金</a>公司(GOLD.US)、<a href=\"https://laohu8.com/S/MTB\">美国制商银行</a>(MTB.US)、<a href=\"https://laohu8.com/S/PNC\">PNC金融</a>(PNC.US)、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>(JPM.US)以及<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>(PFE.US)。</p>\n<p>值得注意的是，<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>在去年三季度刚刚建仓做多了<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>制药，一季后就清仓了；此外，在去年二季度建仓的<a href=\"https://laohu8.com/S/GOLD\">巴里克黄金</a>公司、三季度大幅减持，于四季度全部清仓。（股神也需要适应市场）</p>\n<p><img src=\"https://static.tigerbbs.com/6a1ba48c52f0b6b1f5b49fdc80151f82\" tg-width=\"1080\" tg-height=\"298\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：网络收集</p>\n<p>新建仓Verizon(VZ.US)、<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>(CVX.US)、<a href=\"https://laohu8.com/S/MMC\">威达信集团</a>(MMC.US)。截至四季度末，伯克希尔分别持有86亿美元<a href=\"https://laohu8.com/S/VZ\">威瑞森</a>股票和41亿美元<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>股票。</p>\n<p><img src=\"https://static.tigerbbs.com/b3c28babca09c2a448862e9fbd1bba96\" tg-width=\"1080\" tg-height=\"175\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：网络收集</p>\n<p>增持117%<a href=\"https://laohu8.com/S/TMUS\">T-Mobile US Inc</a>(TMUS.US)至524.2万股，以及三家医药公司艾伯维(ABBV.US)、<a href=\"https://laohu8.com/S/MRK\">默沙东</a>(MRK.US)、<a href=\"https://laohu8.com/S/BMY\">施贵宝</a>(BMY.US)等。</p>\n<p><img src=\"https://static.tigerbbs.com/3e6cf091658f800d5c2ea9658db5ef4b\" tg-width=\"1080\" tg-height=\"296\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：网络收集</p>\n<p>原有前十大持仓，<b>苹果仍然为第一大重仓</b>，金融股多达四只：BAC（<a href=\"https://laohu8.com/S/BAC\">美国银行</a>）、AXP（<a href=\"https://laohu8.com/S/AXP\">美国运通</a>）、MCO（<a href=\"https://laohu8.com/S/MCO\">穆迪</a>）、USB（美国合众），消费股还是KO（<a href=\"https://laohu8.com/S/KO\">可口可乐</a>）、KHC（<a href=\"https://laohu8.com/S/KHC\">卡夫亨氏</a>），其余是：通讯类股票VZ（<a href=\"https://laohu8.com/S/VZ\">威瑞森</a>通信）、能源类股票CVX（雪佛龙）、保健类股票DVA（<a href=\"https://laohu8.com/S/DVA\">达维塔保健</a>）。</p>\n<p>感觉上股神仍然维持他的风格，虽然第一重仓仍是苹果，但是其他新增的公司基本上都是传统行业。</p>\n<p><img src=\"https://static.tigerbbs.com/2e9c6d272e8f964f998d51807edf7b19\" tg-width=\"554\" tg-height=\"324\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：网络收集</p>\n<p><b>金融大鳄</b></p>\n<p>而金融大鳄，索罗斯则很不一样，能看出他很愿意尝试新行业新公司，他看好最新发展的固态电池，四季度大举新进固态电池股QuantumScape，为第四大重仓股，还增仓了<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>、<a href=\"https://laohu8.com/S/ATVI\">动视暴雪</a>、<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>、新兴市场ETF。</p>\n<p>对比看，第一大持仓股为LBRDK（广播及有限电视提供商），妥妥的疫情受益股；第二大持仓PLTR（帕兰提尔科技），是一家分散数据分析和情报公司，公司主要客户为政府机构和金融机构，最出名的案例是以大数据技术帮助美国军方成功定位和击毙基地组织首脑本拉登；</p>\n<p>第四大持仓股QuantumScape，创立于2010年,总部位于美国加州，是开发用于电动汽车的下一代固态锂金属电池的领导者，该公司去年层宣布研发出最新的固态电池技术，称固态电池能将电动汽车的续航里程提高80%，且能在15分钟内充满80%的电量，将于2024年投入生产。</p>\n<p><img src=\"https://static.tigerbbs.com/46fcaf52ec52686a919455506cba2405\" tg-width=\"554\" tg-height=\"329\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：网络收集</p>\n<p>减持PCG；清仓DraftKings（体育娱乐与博彩公司）、<a href=\"https://laohu8.com/S/MCHP\">微芯科技</a>。</p>\n<p><img src=\"https://static.tigerbbs.com/f083e51871213fed5276d32bec23faf2\" tg-width=\"554\" tg-height=\"355\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：网络收集</p>\n<p><b>对冲基金一哥</b></p>\n<p>而对冲基金一哥瑞·达利欧管理的桥水基金，截至四季度末的美股持仓情况，桥水本季度坚守并增持仓位也使得基金报告期末持仓金额达到115.55亿美元，较三季度末的83.15亿美元大幅增长38.9%。</p>\n<p>在报告期内减持过半的黄金ETF（GLD）持仓，同时基金也稍稍减配了<a href=\"https://laohu8.com/S/SPY\">标普500ETF</a>。受到其他持仓标的表现更加优异影响。个股层面减持了近4成的<a href=\"https://laohu8.com/S/NTES\">网易</a>持仓，并清仓全部的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股票。</p>\n<p>买入和建仓方面，桥水大幅买入了<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/PG\">宝洁</a>和<a href=\"https://laohu8.com/S/KO\">可口可乐</a>四只个股，其中<a href=\"https://laohu8.com/S/PDD\">拼多多</a>晋身该基金前十大持仓。此外，包括<a href=\"https://laohu8.com/S/PEP\">百事可乐</a>、<a href=\"https://laohu8.com/S/COST\">好市多</a>、<a href=\"https://laohu8.com/S/MCD\">麦当劳</a>、<a href=\"https://laohu8.com/S/SBUX\">星巴克</a>、<a href=\"https://laohu8.com/S/TGT\">塔吉特</a>百货、<a href=\"https://laohu8.com/S/MDLZ\">亿滋</a>国际、<a href=\"https://laohu8.com/S/MNST\">怪物饮料</a>等零售消费类股票都获得超过原仓位100%的加仓。</p>\n<p>中概股方面，除了拼多多以外，桥水Q4买入<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>26万股，小幅增持<a href=\"https://laohu8.com/S/JD\">京东</a>和<a href=\"https://laohu8.com/S/BIDU\">百度</a>的同时，还买入了39万股的<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车、69万股的<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>和61.7万股的<a href=\"https://laohu8.com/S/LU\">陆金所</a>。</p>\n<p>同时，还是看好新兴市场的前景，新兴市场股指ETF合计占总仓位10.79%，<a href=\"https://laohu8.com/S/SPY\">标普500ETF</a>合计占总仓位14.53%。</p>\n<p><img src=\"https://static.tigerbbs.com/3feb16ca6c4f8bd26f2d71b38c6eb9e9\" tg-width=\"750\" tg-height=\"389\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：财联社</p>\n<p><b>女股神：木头姐</b></p>\n<p>而在2020年赚的盆满钵满的女股神：木头姐，她管理的ARK基金中，核心产品ARKK，第一大持仓股仍然是TSLA（<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>），据最新的采访访谈，木头姐说市场还未发现TSLA共享出行的价值，将会坚定持有；第二大持仓股为ROKU，可以称为美股的“妖股”，主要从事的是流媒体的业务；第三大持仓为SQ，为美版“支付宝”；第四大持仓TDOC，为美国最大远程医疗平台；其后，则是近期大幅加仓的中概股BIDU，解读为<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶的未来科技。</p>\n<p>由于木头姐每天都有交易披露，看持仓组合和个股占比能够更好的研究其投资思路。</p>\n<p><img src=\"https://static.tigerbbs.com/4f04be96d2014891b251356d3544230e\" tg-width=\"1080\" tg-height=\"295\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：异界番茄</p>\n<p><b>结尾</b></p>\n<p>遥看大佬的操作，对于近期猛涨的周期股个股，也就是通胀预期的有色，都有选择卖出的操作，可能预示着沒实际需求上升带来的通胀只是笑话而已。</p>\n<p>股神还是偏好烟蒂股，收取价值，大幅建仓的两只个股也拥有高股息的特点。索罗斯还是看好疫情对于人们的影响，宅家经济的增长，以及新能源电池前端的发展。老朋友达利欧还是看好新兴市场，以及中概股拼多多，而对于<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>，市场其他头部基金则有不同的说法。木头姐还是一如既往的看好前沿科技，新能源车TSLA、BIDU都是心水的重仓股，对于流媒体、移动支付也异常看好。</p>\n<p>总的看，大佬们对于新兴科技或者新兴市场是有很高的喜好的，这代表着先进的生产力，也是成长性的代表；对于投资者，学习思路、背后的逻辑是至关重要的，这样抄作业的效率才能事半功倍。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9beffeecb928009bf6287e307899ffe3","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132611302","content_text":"最近，又到了美股大佬们披露自己仓位时候。根据美国证交会(SEC)要求，所有管理资产至少在1亿美元的机构投资者，需要在每季度结束45天内提交持仓报告，也就是13F。通过最新发布的13F，我们可以了解到机构的最新持仓情况，大佬们在四季度都进行了怎样的操作？看好或不看好哪些板块呢？可以说是普通投资者学习的投资圣经。\n股神\n首先，看股神巴菲特，伯克希尔哈撒韦四季度将苹果公司持仓减持6%，从9.443亿股减至8.871亿股。虽然是减仓了，但截至2020年底，仍持有苹果公司1200亿美元股票，因此我认为只是技术性的调仓，而不是不看好苹果。并且，减持曾经的爱股：富国银行(WFC.US)58%至5242万股，跌出10大重仓股。\n\n资料来源：网络收集\n真的不看好有以下:选择清仓巴里克黄金公司(GOLD.US)、美国制商银行(MTB.US)、PNC金融(PNC.US)、摩根大通(JPM.US)以及辉瑞(PFE.US)。\n值得注意的是，伯克希尔在去年三季度刚刚建仓做多了辉瑞制药，一季后就清仓了；此外，在去年二季度建仓的巴里克黄金公司、三季度大幅减持，于四季度全部清仓。（股神也需要适应市场）\n\n资料来源：网络收集\n新建仓Verizon(VZ.US)、雪佛龙(CVX.US)、威达信集团(MMC.US)。截至四季度末，伯克希尔分别持有86亿美元威瑞森股票和41亿美元雪佛龙股票。\n\n资料来源：网络收集\n增持117%T-Mobile US Inc(TMUS.US)至524.2万股，以及三家医药公司艾伯维(ABBV.US)、默沙东(MRK.US)、施贵宝(BMY.US)等。\n\n资料来源：网络收集\n原有前十大持仓，苹果仍然为第一大重仓，金融股多达四只：BAC（美国银行）、AXP（美国运通）、MCO（穆迪）、USB（美国合众），消费股还是KO（可口可乐）、KHC（卡夫亨氏），其余是：通讯类股票VZ（威瑞森通信）、能源类股票CVX（雪佛龙）、保健类股票DVA（达维塔保健）。\n感觉上股神仍然维持他的风格，虽然第一重仓仍是苹果，但是其他新增的公司基本上都是传统行业。\n\n资料来源：网络收集\n金融大鳄\n而金融大鳄，索罗斯则很不一样，能看出他很愿意尝试新行业新公司，他看好最新发展的固态电池，四季度大举新进固态电池股QuantumScape，为第四大重仓股，还增仓了迪士尼、动视暴雪、谷歌A、新兴市场ETF。\n对比看，第一大持仓股为LBRDK（广播及有限电视提供商），妥妥的疫情受益股；第二大持仓PLTR（帕兰提尔科技），是一家分散数据分析和情报公司，公司主要客户为政府机构和金融机构，最出名的案例是以大数据技术帮助美国军方成功定位和击毙基地组织首脑本拉登；\n第四大持仓股QuantumScape，创立于2010年,总部位于美国加州，是开发用于电动汽车的下一代固态锂金属电池的领导者，该公司去年层宣布研发出最新的固态电池技术，称固态电池能将电动汽车的续航里程提高80%，且能在15分钟内充满80%的电量，将于2024年投入生产。\n\n资料来源：网络收集\n减持PCG；清仓DraftKings（体育娱乐与博彩公司）、微芯科技。\n\n资料来源：网络收集\n对冲基金一哥\n而对冲基金一哥瑞·达利欧管理的桥水基金，截至四季度末的美股持仓情况，桥水本季度坚守并增持仓位也使得基金报告期末持仓金额达到115.55亿美元，较三季度末的83.15亿美元大幅增长38.9%。\n在报告期内减持过半的黄金ETF（GLD）持仓，同时基金也稍稍减配了标普500ETF。受到其他持仓标的表现更加优异影响。个股层面减持了近4成的网易持仓，并清仓全部的特斯拉股票。\n买入和建仓方面，桥水大幅买入了沃尔玛、拼多多、宝洁和可口可乐四只个股，其中拼多多晋身该基金前十大持仓。此外，包括百事可乐、好市多、麦当劳、星巴克、塔吉特百货、亿滋国际、怪物饮料等零售消费类股票都获得超过原仓位100%的加仓。\n中概股方面，除了拼多多以外，桥水Q4买入阿里巴巴26万股，小幅增持京东和百度的同时，还买入了39万股的蔚来汽车、69万股的贝壳和61.7万股的陆金所。\n同时，还是看好新兴市场的前景，新兴市场股指ETF合计占总仓位10.79%，标普500ETF合计占总仓位14.53%。\n\n资料来源：财联社\n女股神：木头姐\n而在2020年赚的盆满钵满的女股神：木头姐，她管理的ARK基金中，核心产品ARKK，第一大持仓股仍然是TSLA（特斯拉），据最新的采访访谈，木头姐说市场还未发现TSLA共享出行的价值，将会坚定持有；第二大持仓股为ROKU，可以称为美股的“妖股”，主要从事的是流媒体的业务；第三大持仓为SQ，为美版“支付宝”；第四大持仓TDOC，为美国最大远程医疗平台；其后，则是近期大幅加仓的中概股BIDU，解读为智能驾驶的未来科技。\n由于木头姐每天都有交易披露，看持仓组合和个股占比能够更好的研究其投资思路。\n\n资料来源：异界番茄\n结尾\n遥看大佬的操作，对于近期猛涨的周期股个股，也就是通胀预期的有色，都有选择卖出的操作，可能预示着沒实际需求上升带来的通胀只是笑话而已。\n股神还是偏好烟蒂股，收取价值，大幅建仓的两只个股也拥有高股息的特点。索罗斯还是看好疫情对于人们的影响，宅家经济的增长，以及新能源电池前端的发展。老朋友达利欧还是看好新兴市场，以及中概股拼多多，而对于阿里巴巴，市场其他头部基金则有不同的说法。木头姐还是一如既往的看好前沿科技，新能源车TSLA、BIDU都是心水的重仓股，对于流媒体、移动支付也异常看好。\n总的看，大佬们对于新兴科技或者新兴市场是有很高的喜好的，这代表着先进的生产力，也是成长性的代表；对于投资者，学习思路、背后的逻辑是至关重要的，这样抄作业的效率才能事半功倍。","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387875781,"gmtCreate":1613741929143,"gmtModify":1704884415766,"author":{"id":"3542279810313686","authorId":"3542279810313686","name":"supergun","avatar":"https://static.tigerbbs.com/e72b81f2fa02b0ef2fc7286d8e893011","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3542279810313686","idStr":"3542279810313686"},"themes":[],"htmlText":"all in？","listText":"all in？","text":"all in？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/387875781","repostId":"385125880","repostType":1,"repost":{"id":385125880,"gmtCreate":1613524500000,"gmtModify":1704881578655,"author":{"id":"3556669788355570","authorId":"3556669788355570","name":"GuruFocus","avatar":"https://static.tigerbbs.com/39e1e28b3ff68411370a270b2aa9a76d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556669788355570","idStr":"3556669788355570"},"themes":[],"title":"巴菲特“神祕倉位”公佈，這三支股票還沒開漲！","htmlText":"本文首發於價值大師網 GuruFocus.cn，轉載請註明出處。 股神巴菲特更新持倉了！根據價值大師網大師倉位功能的最新數據顯示，截至2020年四季度，巴菲特名下的伯克希爾公司共持有47支股票，持倉總市值爲2700億美元。“新開倉”3支股票，增持6支股票，減持6支股票，並對5支股票進行了清倉處理。截至2020年12月31日，該基金前五大持倉佔其總市值的74.05%，倉位非常集中。 細心的讀者會問，爲何新開倉的3支股票要帶上引號，這三支股票又是哪幾家公司呢？嚴格上說，巴菲特並沒有在2020年四季度開設新的倉位，而是早在三季度就已經買入了這三家公司。 讓我們把時間撥回三個月前，伯克希爾·哈撒韋在2020年11月中旬向SEC披露了其第三季度的持倉信息，持倉總市值約爲2500億美元；與此同時，伯克希爾也向SEC遞交了一份對幾筆已完成投資的保密申請，總價值約80億美元。伯克希爾在持倉披露的公開文件中表示“有幾筆投資的相關信息已經從13F文件中移除，並以保密的形式提交給了SEC進行申報”。 簡單點說，就是巴菲特在三季度買了一些股票，但暫時還不想公開。巴菲特是少數進行過保密申報的投資大佬之一，並且近年來巴菲特很少進行這類操作。上次保密申報，還是在2015年大舉加倉菲利普66（PSX）時。 聽到這，您是否會驚呼“這都行？”沒錯，當SEC認爲公開的交易信息會大幅影響股票價格，致使該投資者無法完成其股權買入計劃時，會同意投資者遞交的保密申請，以確保該投資者的買入計劃順利完成。畢竟，巴菲特的影響實在太大，在買入計劃完成前就公開交易意向，勢必會提高買入成本。精明的巴老也因此向大衆選擇了“隱瞞”，待買入計劃完成後悉數公開。 80億美元對於身價千億的巴菲特來說並不是個大數目，不過足以影響某一支或幾隻股票的價格走勢。因此這一“神祕倉位”已經公佈，就引來投資者們的無盡猜測。 那被巴老“藏在懷中”的股票究竟","listText":"本文首發於價值大師網 GuruFocus.cn，轉載請註明出處。 股神巴菲特更新持倉了！根據價值大師網大師倉位功能的最新數據顯示，截至2020年四季度，巴菲特名下的伯克希爾公司共持有47支股票，持倉總市值爲2700億美元。“新開倉”3支股票，增持6支股票，減持6支股票，並對5支股票進行了清倉處理。截至2020年12月31日，該基金前五大持倉佔其總市值的74.05%，倉位非常集中。 細心的讀者會問，爲何新開倉的3支股票要帶上引號，這三支股票又是哪幾家公司呢？嚴格上說，巴菲特並沒有在2020年四季度開設新的倉位，而是早在三季度就已經買入了這三家公司。 讓我們把時間撥回三個月前，伯克希爾·哈撒韋在2020年11月中旬向SEC披露了其第三季度的持倉信息，持倉總市值約爲2500億美元；與此同時，伯克希爾也向SEC遞交了一份對幾筆已完成投資的保密申請，總價值約80億美元。伯克希爾在持倉披露的公開文件中表示“有幾筆投資的相關信息已經從13F文件中移除，並以保密的形式提交給了SEC進行申報”。 簡單點說，就是巴菲特在三季度買了一些股票，但暫時還不想公開。巴菲特是少數進行過保密申報的投資大佬之一，並且近年來巴菲特很少進行這類操作。上次保密申報，還是在2015年大舉加倉菲利普66（PSX）時。 聽到這，您是否會驚呼“這都行？”沒錯，當SEC認爲公開的交易信息會大幅影響股票價格，致使該投資者無法完成其股權買入計劃時，會同意投資者遞交的保密申請，以確保該投資者的買入計劃順利完成。畢竟，巴菲特的影響實在太大，在買入計劃完成前就公開交易意向，勢必會提高買入成本。精明的巴老也因此向大衆選擇了“隱瞞”，待買入計劃完成後悉數公開。 80億美元對於身價千億的巴菲特來說並不是個大數目，不過足以影響某一支或幾隻股票的價格走勢。因此這一“神祕倉位”已經公佈，就引來投資者們的無盡猜測。 那被巴老“藏在懷中”的股票究竟","text":"本文首發於價值大師網 GuruFocus.cn，轉載請註明出處。 股神巴菲特更新持倉了！根據價值大師網大師倉位功能的最新數據顯示，截至2020年四季度，巴菲特名下的伯克希爾公司共持有47支股票，持倉總市值爲2700億美元。“新開倉”3支股票，增持6支股票，減持6支股票，並對5支股票進行了清倉處理。截至2020年12月31日，該基金前五大持倉佔其總市值的74.05%，倉位非常集中。 細心的讀者會問，爲何新開倉的3支股票要帶上引號，這三支股票又是哪幾家公司呢？嚴格上說，巴菲特並沒有在2020年四季度開設新的倉位，而是早在三季度就已經買入了這三家公司。 讓我們把時間撥回三個月前，伯克希爾·哈撒韋在2020年11月中旬向SEC披露了其第三季度的持倉信息，持倉總市值約爲2500億美元；與此同時，伯克希爾也向SEC遞交了一份對幾筆已完成投資的保密申請，總價值約80億美元。伯克希爾在持倉披露的公開文件中表示“有幾筆投資的相關信息已經從13F文件中移除，並以保密的形式提交給了SEC進行申報”。 簡單點說，就是巴菲特在三季度買了一些股票，但暫時還不想公開。巴菲特是少數進行過保密申報的投資大佬之一，並且近年來巴菲特很少進行這類操作。上次保密申報，還是在2015年大舉加倉菲利普66（PSX）時。 聽到這，您是否會驚呼“這都行？”沒錯，當SEC認爲公開的交易信息會大幅影響股票價格，致使該投資者無法完成其股權買入計劃時，會同意投資者遞交的保密申請，以確保該投資者的買入計劃順利完成。畢竟，巴菲特的影響實在太大，在買入計劃完成前就公開交易意向，勢必會提高買入成本。精明的巴老也因此向大衆選擇了“隱瞞”，待買入計劃完成後悉數公開。 80億美元對於身價千億的巴菲特來說並不是個大數目，不過足以影響某一支或幾隻股票的價格走勢。因此這一“神祕倉位”已經公佈，就引來投資者們的無盡猜測。 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&nbsp; &nbsp; &nbsp;週五納指跌了1.79%，恐怕猜頂的虎民又該散佈恐慌了。其實完全沒事，美股僅僅是因爲最近幾周漲幅過大的正常回調。目前美國對疫情防控的措施比中國強很多。製造業確實有迴流美國的跡象。中股還沒大漲瘋長，全球通脹遠沒有到來，談美股見頂還是太早了些，而且美聯儲彈藥充足，反映速度遠遠強於中國央行，有美聯儲在，不怕美股見頂。&nbsp; &nbsp; &nbsp; &nbsp;預期本週美股完成“下跌調整”，下週美股完成“震盪調整”，大下週重拾升勢。&nbsp; &nbsp; &nbsp; &nbsp;AMD離我預期的60美元僅僅一步之遙，沒有做到精準精確，但下一波趨勢在很短時間就能到來，仍然會上到60元。<a href=\"https://laohu8.com/S/.IXIC\">$納斯達克(.IXIC)$</a>&nbsp;<a href=\"https://laohu8.com/S/.DJI\">$道瓊斯(.DJI)$</a>&nbsp;<a href=\"https://laohu8.com/S/AAPL\">$蘋果(AAPL)$</a>&nbsp;<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;<a href=\"https://laohu8.com/S/AMZN\">$亞馬遜(AMZN)$</a>&nbsp;<a href=\"https://laohu8.com/S/NVDA\">$英偉達(NVDA)$</a>&nbsp;<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a>&nbsp;<a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a>&nbsp;","listText":"&nbsp; &nbsp; &nbsp; &nbsp;週五納指跌了1.79%，恐怕猜頂的虎民又該散佈恐慌了。其實完全沒事，美股僅僅是因爲最近幾周漲幅過大的正常回調。目前美國對疫情防控的措施比中國強很多。製造業確實有迴流美國的跡象。中股還沒大漲瘋長，全球通脹遠沒有到來，談美股見頂還是太早了些，而且美聯儲彈藥充足，反映速度遠遠強於中國央行，有美聯儲在，不怕美股見頂。&nbsp; &nbsp; &nbsp; &nbsp;預期本週美股完成“下跌調整”，下週美股完成“震盪調整”，大下週重拾升勢。&nbsp; &nbsp; &nbsp; &nbsp;AMD離我預期的60美元僅僅一步之遙，沒有做到精準精確，但下一波趨勢在很短時間就能到來，仍然會上到60元。<a href=\"https://laohu8.com/S/.IXIC\">$納斯達克(.IXIC)$</a>&nbsp;<a href=\"https://laohu8.com/S/.DJI\">$道瓊斯(.DJI)$</a>&nbsp;<a href=\"https://laohu8.com/S/AAPL\">$蘋果(AAPL)$</a>&nbsp;<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;<a href=\"https://laohu8.com/S/AMZN\">$亞馬遜(AMZN)$</a>&nbsp;<a href=\"https://laohu8.com/S/NVDA\">$英偉達(NVDA)$</a>&nbsp;<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a>&nbsp;<a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a>&nbsp;","text":"週五納指跌了1.79%，恐怕猜頂的虎民又該散佈恐慌了。其實完全沒事，美股僅僅是因爲最近幾周漲幅過大的正常回調。目前美國對疫情防控的措施比中國強很多。製造業確實有迴流美國的跡象。中股還沒大漲瘋長，全球通脹遠沒有到來，談美股見頂還是太早了些，而且美聯儲彈藥充足，反映速度遠遠強於中國央行，有美聯儲在，不怕美股見頂。 預期本週美股完成“下跌調整”，下週美股完成“震盪調整”，大下週重拾升勢。 AMD離我預期的60美元僅僅一步之遙，沒有做到精準精確，但下一波趨勢在很短時間就能到來，仍然會上到60元。$納斯達克(.IXIC)$ $道瓊斯(.DJI)$ $蘋果(AAPL)$ $特斯拉(TSLA)$ $亞馬遜(AMZN)$ $英偉達(NVDA)$ $谷歌A(GOOGL)$ 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