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Sunnylr
04-18
It's good time
Sunnylr
04-06
$特斯拉(TSLA)$
69 Haha, see how it goes.
Sunnylr
2022-01-16
Great
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Sunnylr
2022-01-16
Haha
昨夜今晨:“恐怖数据”大爆冷!银行股业绩令人失望
Sunnylr
2021-08-16
Ya
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Sunnylr
2021-08-16
GS just bought a lot? Anyone can add on clearty please.
Sunnylr
2021-08-02
$ServiceNow(NOW)$
mmm
Sunnylr
2021-07-26
Very hot ?
Sunnylr
2021-07-09
Nice
台积电6月销售额1484.7亿新台币,同比增长22.8%
Sunnylr
2021-07-08
Think I wld better hold well on my wallet
Sunnylr
2021-06-29
Dada
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Sunnylr
2021-06-20
Hehe
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Sunnylr
2021-06-20
En
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Sunnylr
2021-06-20
Great
京东发布618最终战报:累计下单金额超3438亿
Sunnylr
2021-06-19
Great
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Sunnylr
2021-06-18
Nicely raise up
Sunnylr
2021-06-18
Nice
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Sunnylr
2021-06-17
$MongoDB Inc.(MDB)$
en lah
Sunnylr
2021-06-17
A
通用:芯片短缺继续,通胀上升将导致下半年成本支出猛增
Sunnylr
2021-06-16
Wonderful
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Go to Tiger App to see more news
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07:44","market":"us","language":"zh","title":"昨夜今晨:“恐怖数据”大爆冷!银行股业绩令人失望","url":"https://stock-news.laohu8.com/highlight/detail?id=1126777532","media":"老虎资讯综合","summary":"摘要:道指连续第二周收跌,银行股绩后多数走低;热门中概股收盘多数走高,拼多多涨近5%;Netflix上调美国和加拿大月费,盘中股价一度涨超3%;小摩预计美联储或加息多达七次>>>海外市场收盘:道指连续","content":"<html><head></head><body><blockquote><b>摘要:</b>道指连续第二周收跌,银行股绩后多数走低;热门中概股收盘多数走高,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨近5%;Netflix上调美国和加拿大月费,盘中股价一度涨超3%;小摩预计美联储或加息多达七次>>></blockquote><p><b>海外市场</b></p><p><b>收盘:道指连续第二周收跌,银行股绩后多数走低</b></p><p>美股三大指数收盘涨跌不一,四季度财报季本周拉开序幕,银行股率先交成绩单,但其业绩却令投资者感到失望。截至收盘,道指收跌0.56%,报35911.81点;标普500收涨0.08%,报4662.85点;纳指收涨0.59%,报14893.80点。</p><p><b>热门中概股收盘多数走高,拼多多涨近5%</b></p><p>热门中概股多数上涨,拼多多、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨近5%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨3.89%,微博涨3.44%,<a href=\"https://laohu8.com/S/JD\">京东</a>涨3.19%,<a href=\"https://laohu8.com/S/NTES\">网易</a>涨2.16%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨1.8%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨0.33%,造车新势力集体走高,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨4.63%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨1.51%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨1.17%。</p><p><b>美国WTI原油期货周五收高2.1%,本周上涨6.2%</b></p><p>美国原油期货价格周五收高,使其本周涨幅超过6%。俄罗斯和乌克兰之间的紧张局势加剧,令油价得到提振。纽约商品交易所2月交割的西德克萨斯中质原油(WTI)期货价格上涨1.70美元,涨幅为2.1%,收于每桶83.82美元。根据 FactSet 的数据,本周WTI原油期货上涨了6.2%。</p><p><b>黄金期货周五收跌0.3%,本周上涨1.1%</b></p><p>黄金期货周五收跌,一些投资者在为期三天的长周末假期之前卖出贵金属,令金价承压。但本周黄金期货价格仍录得涨幅。周五纽约商品交易所2月交割的黄金期货价格下跌4.90美元,跌幅为0.3%,收于每盎司1816.50美元,盘中一度升至1829.30美元。按照最活跃合约计算,本周黄金期货价格上涨1.1%。</p><p><b>欧洲三大股指当天全线下跌,英国股市收跌0.28%</b></p><p><a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>报收于7542.95点,比前一交易日下跌20.90点,跌幅为0.28%;法国CAC40指数报收于7143.00点,比前一交易日下跌58.14点,跌幅为0.81%;德国DAX指数报收于15883.24点,比前一交易日下跌148.35点,跌幅为0.93%。</p><p><b>国际宏观</b></p><p><b><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>CEO:美联储可能加息多达七次 政策紧缩过程未必和风细雨</b></p><p>华尔街最大银行的掌门人预测美联储实际升息次数会比目前市场预估的更多,其还警告称,政策紧缩的过程不一定会像部分人可能以为的那样“和风细雨”。摩根大通首席执行官杰米·戴蒙周五对分析师表示,美联储可能会加息多达七次以对抗不断上升的通胀率,但他没有透露加息会在多快时间内发生。</p><p><b>美国财政部:美联邦政府债务超29.8万亿美元</b></p><p>根据美国财政部数据,截至当地时间1月14日,美国联邦政府债务已经超过29.8万亿美元,逼近30万亿美元大关。分析人士指出,从中长期来看,美国财政和债务状况不可持续。美国财政部数据显示,2021财年(2020年10月1日至2021年9月30日)联邦政府财政赤字高达2.77万亿美元。</p><p><b>美国住宅销售创18个月最大降幅 房源稀少推高价格</b></p><p>由于房源跌至创纪录低点,去年12月份美国住宅销量创下新冠疫情封锁期最初几个月以来的最大降幅。根据<a href=\"https://laohu8.com/S/RDFN\">Redfin Corp</a>发布的一份报告,12月份住宅交易量同比下降11%,创下2020年6月以来最大年度跌幅。需求仍然旺盛,但房源不足阻碍了交易。活跃的挂牌量,即月内随时待售房源同比下降19%至历史低点。与此同时,房价上涨15%,中值为382900美元。对有限房源的激烈竞争正在推高房价。反过来,也令一些首次购房者被迫退出市场,尤其是在抵押贷款利率开始从接近纪录低点上升之际。</p><p><b>美国总统拜登宣布拨款400亿美元修缮桥梁</b></p><p>当地时间1月14日,美国总统拜登就其签署的两党基础设施法案实施进展发表公开讲话,并宣布一项新计划,说明如何通过法案提供资金,修复、更换美国的桥梁。拜登表示,美国全国有约45000座桥梁需要修复或者更换,政府将拨款400亿美元作为换修桥梁的资金。其中125亿美元将用作主要桥梁的修缮资金,275亿美元将用作修缮其他中小型桥梁的资金。</p><p><b>拜登提名三名美联储官员人选</b></p><p>美国总统拜登1月14日宣布,提名前财政部官员莎拉·布卢姆·拉斯金担任美联储负责金融监管的副主席,同时提名两名大学教授担任美联储理事。拜登在白宫当天发表的声明中说,当前美国经济面临物价上涨的挑战,需要美联储发挥稳健和独立的领导作用。拉斯金是最有资格担任美联储负责金融监管的副主席人选之一;密歇根州立大学经济学教授莉萨·库克、戴维森学院经济学教授菲利普·杰斐逊是才华横溢的经济学家,在一系列经济问题上拥有丰富经验。</p><p><b>纽约联储行长:美联储正在接近做出加息决定</b></p><p>美联储<a href=\"https://laohu8.com/S/WMB\">威廉姆斯</a>周五表示,鉴于当前劳动力市场非常强劲的迹象,美联储正在接近做出逐步加息的决定。他表示,“下一步有关减少货币刺激的行动是逐步把近零的基准利率提高至更正常的水平,鉴于劳动力市场走强的迹象十分明显,我们正在接近就启动利率正常化做出决定”。他没有给出美联储何时开始加息的具体时间表,并指出“此类决定的时间将基于对广泛数据和信息的仔细考虑,会密切关注我们有关充分就业和价格稳定的目标。”</p><p><b>奥密克戎毒株肆虐全美 加州医院系统濒临崩溃</b></p><p>据美国多家媒体1月14日报道,受新冠变异病毒奥密克戎毒株影响,美国新冠肺炎确诊病例数迅速上升。到本周为止,美国全国平均每天新增的确诊病例几乎是去年冬天传染高峰时期的三倍多。疫情的恶化正在重创全美的医疗系统,美国的药房也因为员工短缺而不得不暂时关闭部分门店。美国部分地区的学校也因为疫情而考虑重新进入线上教学模式。</p><p><a href=\"https://laohu8.com/NW/1153733943\" target=\"_blank\"><b>“恐怖数据”大爆冷! 高企的通胀终让美国消费者降低了欲望</b></a></p><p>周五美国普查局公布了去年12月的零售销售报告。受供应链瓶颈、高企的通胀所影响,这项指标录得了10个月以来最大的环比跌幅。具体数据显示,美国去年12月零售销售环比下跌1.9%,续刷去年2月以来新低,先前分析师预期该指标持平,11月的增幅也从0.3%下调至0.2%;12月核心零售销售环比下跌2.3%,也低于分析师预期的增长0.2%。金融论坛零对冲称,零售销售的下降说明需求方面已经放缓,通胀终于可能开始减弱,不过这种经济收缩的趋势美联储可能不太喜欢。</p><p><b>公司新闻</b></p><p><b>“元宇宙”再生变数!Meta旗下Oculus遭反垄断调查</b></p><p>美东时间周五,据知情人士透露,美国联邦贸易委员会(FTC)和多个州调查了Meta公司(原Facebook)旗下虚拟现实头戴技术设备商Oculus的竞争行为。作为调查的一部分,FTC和以纽约为首的几个州最近几个月对制作Oculus应用程序的外部开发者进行了调查。知情人士表示,官员们一直在仔细研究全球最大的社交媒体公司Meta可能会如何利用其在虚拟现实领域的市场力量抑制竞争。</p><p><a href=\"https://laohu8.com/NW/1165599755\" target=\"_blank\"><b>研发工作遇到障碍!苹果VR/AR头显设备推出时间可能会延迟至2023年</b></a><b></b></p><p>据知情人士周五透露,苹果的头戴设备研发工作意外地遇到诸多障碍,在过热、摄像头、软件等方面面临挑战,原来预计最早2022年6月份首发的VR/AR头戴设备面临被推迟至2023年再发布。受此消息影响,苹果股价短线转跌。这款头戴设备原计划在6月份的苹果年度全球开发者大会上发布,但随着研发工作遇到诸多障碍,已经难以保持正确进度。这款产品被视为苹果的“下一件大事”之一,它将推动公司业绩增长,也有助于证明这家科技巨头近3万亿美元的市值是合理的。</p><p><a href=\"https://laohu8.com/NW/1154879107\" target=\"_blank\"><b>花旗Q4财报:零售业务重组拉升费用 利润降逾两成</b></a><b></b></p><p>美国当地时间周五,花旗银行公布2021财年四季度财报,根据公司披露,四季度总共实现营收170.17亿美元,与去年同期相比略有提升,同样好于市场预期的168亿美元;但净利润31.73亿美元,与去年同期相比下降26%,也是近一年来的最低值。从2021全年的角度来看,公司实现净利润219亿美元,同比翻番,而营收718亿美元同比下滑5%。</p><p><a href=\"https://laohu8.com/NW/2203892712\" target=\"_blank\"><b>乘上金融市场东风 贝莱德资产管理规模突破10万亿大关</b></a><b></b></p><p>周五贝莱德公布了第四季度财报。公司管理的资产规模在去年年底超过了10万亿美元,创公司历史新高。全球金融市场的强劲表现有助于提振资产管理公司的整体业绩,贝莱德也受益于其庞大的规模和广泛的影响力。具体数据显示,截至2021年年底,公司资产管理规模达到100,101.43亿美元,较2020年年底的86,766.80亿美元增长了15%。贝莱德表示,投资者在去年最后三个月净加码1690亿美元在该公司的长期投资工具,包括共同基金和交易所交易基金(ETF) 。</p><p><b>传<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>拟斥50亿元采购 多款车型将配置</b></p><p>据韩媒Korea IT News报道,LG集团旗下的LG Innotek寻求与特斯拉达成一项有关摄像头及零部件的供应协议,该笔交易的价值高达一万亿韩元(约合人民币53.47亿元),合同将在一季度达成,LG Innotek将随即投入生产。届时,北美和欧洲市场的特斯拉Model Y、Model 3、电动卡车semi以及即将上市的Cybertruck将搭载LG Innotek生产的摄像头。</p><p><b>Netflix上调美国和加拿大月费 盘中股价一度涨超3%</b></p><p>流媒体巨头Netflix提高了其在美国和加拿大流媒体服务的月度订阅价格,令该股在周五午后交易中一度涨超3%。据Netflix网站,入门级基本套餐的每月费用上涨1美元至9.99美元,标准套餐从13.99美元上涨至15.49美元,高级套餐从17.99美元上涨至19.99美元。加拿大的月费也进行了上调。</p><p><a href=\"https://laohu8.com/NW/1152152990\" target=\"_blank\"><b>富国银行:Q4营收208.6亿美元,超出市场预期</b></a><b></b></p><p>富国银行公布了截至2021年12月31日的第四季度财务业绩。数据显示,该公司Q4总营收208.6亿美元,上年同期为184.89亿美元,同比增长13%;净利润57.50亿美元,上年同期为30.91亿美元,同比增长86%;摊薄后每股普通股收益1.38美元,上年同期为0.66美元。</p><p><a href=\"https://laohu8.com/NW/1150409395\" target=\"_blank\"><b>摩根大通Q4营收303亿美元,净利润同比降低11%</b></a></p><p>摩根大通公布了2021年第四季度财务业绩。财报显示,小摩Q4净营收为303亿美元,同比增长1%,预期值299亿美元;净利润为104亿美元,同比降低11%;摊薄后每股收益为3.33美元,同比降低11%。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>昨夜今晨:“恐怖数据”大爆冷!银行股业绩令人失望</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨:“恐怖数据”大爆冷!银行股业绩令人失望\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-01-15 07:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><b>摘要:</b>道指连续第二周收跌,银行股绩后多数走低;热门中概股收盘多数走高,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨近5%;Netflix上调美国和加拿大月费,盘中股价一度涨超3%;小摩预计美联储或加息多达七次>>></blockquote><p><b>海外市场</b></p><p><b>收盘:道指连续第二周收跌,银行股绩后多数走低</b></p><p>美股三大指数收盘涨跌不一,四季度财报季本周拉开序幕,银行股率先交成绩单,但其业绩却令投资者感到失望。截至收盘,道指收跌0.56%,报35911.81点;标普500收涨0.08%,报4662.85点;纳指收涨0.59%,报14893.80点。</p><p><b>热门中概股收盘多数走高,拼多多涨近5%</b></p><p>热门中概股多数上涨,拼多多、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨近5%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨3.89%,微博涨3.44%,<a href=\"https://laohu8.com/S/JD\">京东</a>涨3.19%,<a href=\"https://laohu8.com/S/NTES\">网易</a>涨2.16%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨1.8%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨0.33%,造车新势力集体走高,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨4.63%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨1.51%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨1.17%。</p><p><b>美国WTI原油期货周五收高2.1%,本周上涨6.2%</b></p><p>美国原油期货价格周五收高,使其本周涨幅超过6%。俄罗斯和乌克兰之间的紧张局势加剧,令油价得到提振。纽约商品交易所2月交割的西德克萨斯中质原油(WTI)期货价格上涨1.70美元,涨幅为2.1%,收于每桶83.82美元。根据 FactSet 的数据,本周WTI原油期货上涨了6.2%。</p><p><b>黄金期货周五收跌0.3%,本周上涨1.1%</b></p><p>黄金期货周五收跌,一些投资者在为期三天的长周末假期之前卖出贵金属,令金价承压。但本周黄金期货价格仍录得涨幅。周五纽约商品交易所2月交割的黄金期货价格下跌4.90美元,跌幅为0.3%,收于每盎司1816.50美元,盘中一度升至1829.30美元。按照最活跃合约计算,本周黄金期货价格上涨1.1%。</p><p><b>欧洲三大股指当天全线下跌,英国股市收跌0.28%</b></p><p><a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>报收于7542.95点,比前一交易日下跌20.90点,跌幅为0.28%;法国CAC40指数报收于7143.00点,比前一交易日下跌58.14点,跌幅为0.81%;德国DAX指数报收于15883.24点,比前一交易日下跌148.35点,跌幅为0.93%。</p><p><b>国际宏观</b></p><p><b><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>CEO:美联储可能加息多达七次 政策紧缩过程未必和风细雨</b></p><p>华尔街最大银行的掌门人预测美联储实际升息次数会比目前市场预估的更多,其还警告称,政策紧缩的过程不一定会像部分人可能以为的那样“和风细雨”。摩根大通首席执行官杰米·戴蒙周五对分析师表示,美联储可能会加息多达七次以对抗不断上升的通胀率,但他没有透露加息会在多快时间内发生。</p><p><b>美国财政部:美联邦政府债务超29.8万亿美元</b></p><p>根据美国财政部数据,截至当地时间1月14日,美国联邦政府债务已经超过29.8万亿美元,逼近30万亿美元大关。分析人士指出,从中长期来看,美国财政和债务状况不可持续。美国财政部数据显示,2021财年(2020年10月1日至2021年9月30日)联邦政府财政赤字高达2.77万亿美元。</p><p><b>美国住宅销售创18个月最大降幅 房源稀少推高价格</b></p><p>由于房源跌至创纪录低点,去年12月份美国住宅销量创下新冠疫情封锁期最初几个月以来的最大降幅。根据<a href=\"https://laohu8.com/S/RDFN\">Redfin Corp</a>发布的一份报告,12月份住宅交易量同比下降11%,创下2020年6月以来最大年度跌幅。需求仍然旺盛,但房源不足阻碍了交易。活跃的挂牌量,即月内随时待售房源同比下降19%至历史低点。与此同时,房价上涨15%,中值为382900美元。对有限房源的激烈竞争正在推高房价。反过来,也令一些首次购房者被迫退出市场,尤其是在抵押贷款利率开始从接近纪录低点上升之际。</p><p><b>美国总统拜登宣布拨款400亿美元修缮桥梁</b></p><p>当地时间1月14日,美国总统拜登就其签署的两党基础设施法案实施进展发表公开讲话,并宣布一项新计划,说明如何通过法案提供资金,修复、更换美国的桥梁。拜登表示,美国全国有约45000座桥梁需要修复或者更换,政府将拨款400亿美元作为换修桥梁的资金。其中125亿美元将用作主要桥梁的修缮资金,275亿美元将用作修缮其他中小型桥梁的资金。</p><p><b>拜登提名三名美联储官员人选</b></p><p>美国总统拜登1月14日宣布,提名前财政部官员莎拉·布卢姆·拉斯金担任美联储负责金融监管的副主席,同时提名两名大学教授担任美联储理事。拜登在白宫当天发表的声明中说,当前美国经济面临物价上涨的挑战,需要美联储发挥稳健和独立的领导作用。拉斯金是最有资格担任美联储负责金融监管的副主席人选之一;密歇根州立大学经济学教授莉萨·库克、戴维森学院经济学教授菲利普·杰斐逊是才华横溢的经济学家,在一系列经济问题上拥有丰富经验。</p><p><b>纽约联储行长:美联储正在接近做出加息决定</b></p><p>美联储<a href=\"https://laohu8.com/S/WMB\">威廉姆斯</a>周五表示,鉴于当前劳动力市场非常强劲的迹象,美联储正在接近做出逐步加息的决定。他表示,“下一步有关减少货币刺激的行动是逐步把近零的基准利率提高至更正常的水平,鉴于劳动力市场走强的迹象十分明显,我们正在接近就启动利率正常化做出决定”。他没有给出美联储何时开始加息的具体时间表,并指出“此类决定的时间将基于对广泛数据和信息的仔细考虑,会密切关注我们有关充分就业和价格稳定的目标。”</p><p><b>奥密克戎毒株肆虐全美 加州医院系统濒临崩溃</b></p><p>据美国多家媒体1月14日报道,受新冠变异病毒奥密克戎毒株影响,美国新冠肺炎确诊病例数迅速上升。到本周为止,美国全国平均每天新增的确诊病例几乎是去年冬天传染高峰时期的三倍多。疫情的恶化正在重创全美的医疗系统,美国的药房也因为员工短缺而不得不暂时关闭部分门店。美国部分地区的学校也因为疫情而考虑重新进入线上教学模式。</p><p><a href=\"https://laohu8.com/NW/1153733943\" target=\"_blank\"><b>“恐怖数据”大爆冷! 高企的通胀终让美国消费者降低了欲望</b></a></p><p>周五美国普查局公布了去年12月的零售销售报告。受供应链瓶颈、高企的通胀所影响,这项指标录得了10个月以来最大的环比跌幅。具体数据显示,美国去年12月零售销售环比下跌1.9%,续刷去年2月以来新低,先前分析师预期该指标持平,11月的增幅也从0.3%下调至0.2%;12月核心零售销售环比下跌2.3%,也低于分析师预期的增长0.2%。金融论坛零对冲称,零售销售的下降说明需求方面已经放缓,通胀终于可能开始减弱,不过这种经济收缩的趋势美联储可能不太喜欢。</p><p><b>公司新闻</b></p><p><b>“元宇宙”再生变数!Meta旗下Oculus遭反垄断调查</b></p><p>美东时间周五,据知情人士透露,美国联邦贸易委员会(FTC)和多个州调查了Meta公司(原Facebook)旗下虚拟现实头戴技术设备商Oculus的竞争行为。作为调查的一部分,FTC和以纽约为首的几个州最近几个月对制作Oculus应用程序的外部开发者进行了调查。知情人士表示,官员们一直在仔细研究全球最大的社交媒体公司Meta可能会如何利用其在虚拟现实领域的市场力量抑制竞争。</p><p><a href=\"https://laohu8.com/NW/1165599755\" target=\"_blank\"><b>研发工作遇到障碍!苹果VR/AR头显设备推出时间可能会延迟至2023年</b></a><b></b></p><p>据知情人士周五透露,苹果的头戴设备研发工作意外地遇到诸多障碍,在过热、摄像头、软件等方面面临挑战,原来预计最早2022年6月份首发的VR/AR头戴设备面临被推迟至2023年再发布。受此消息影响,苹果股价短线转跌。这款头戴设备原计划在6月份的苹果年度全球开发者大会上发布,但随着研发工作遇到诸多障碍,已经难以保持正确进度。这款产品被视为苹果的“下一件大事”之一,它将推动公司业绩增长,也有助于证明这家科技巨头近3万亿美元的市值是合理的。</p><p><a href=\"https://laohu8.com/NW/1154879107\" target=\"_blank\"><b>花旗Q4财报:零售业务重组拉升费用 利润降逾两成</b></a><b></b></p><p>美国当地时间周五,花旗银行公布2021财年四季度财报,根据公司披露,四季度总共实现营收170.17亿美元,与去年同期相比略有提升,同样好于市场预期的168亿美元;但净利润31.73亿美元,与去年同期相比下降26%,也是近一年来的最低值。从2021全年的角度来看,公司实现净利润219亿美元,同比翻番,而营收718亿美元同比下滑5%。</p><p><a href=\"https://laohu8.com/NW/2203892712\" target=\"_blank\"><b>乘上金融市场东风 贝莱德资产管理规模突破10万亿大关</b></a><b></b></p><p>周五贝莱德公布了第四季度财报。公司管理的资产规模在去年年底超过了10万亿美元,创公司历史新高。全球金融市场的强劲表现有助于提振资产管理公司的整体业绩,贝莱德也受益于其庞大的规模和广泛的影响力。具体数据显示,截至2021年年底,公司资产管理规模达到100,101.43亿美元,较2020年年底的86,766.80亿美元增长了15%。贝莱德表示,投资者在去年最后三个月净加码1690亿美元在该公司的长期投资工具,包括共同基金和交易所交易基金(ETF) 。</p><p><b>传<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>拟斥50亿元采购 多款车型将配置</b></p><p>据韩媒Korea IT News报道,LG集团旗下的LG Innotek寻求与特斯拉达成一项有关摄像头及零部件的供应协议,该笔交易的价值高达一万亿韩元(约合人民币53.47亿元),合同将在一季度达成,LG Innotek将随即投入生产。届时,北美和欧洲市场的特斯拉Model Y、Model 3、电动卡车semi以及即将上市的Cybertruck将搭载LG Innotek生产的摄像头。</p><p><b>Netflix上调美国和加拿大月费 盘中股价一度涨超3%</b></p><p>流媒体巨头Netflix提高了其在美国和加拿大流媒体服务的月度订阅价格,令该股在周五午后交易中一度涨超3%。据Netflix网站,入门级基本套餐的每月费用上涨1美元至9.99美元,标准套餐从13.99美元上涨至15.49美元,高级套餐从17.99美元上涨至19.99美元。加拿大的月费也进行了上调。</p><p><a href=\"https://laohu8.com/NW/1152152990\" target=\"_blank\"><b>富国银行:Q4营收208.6亿美元,超出市场预期</b></a><b></b></p><p>富国银行公布了截至2021年12月31日的第四季度财务业绩。数据显示,该公司Q4总营收208.6亿美元,上年同期为184.89亿美元,同比增长13%;净利润57.50亿美元,上年同期为30.91亿美元,同比增长86%;摊薄后每股普通股收益1.38美元,上年同期为0.66美元。</p><p><a href=\"https://laohu8.com/NW/1150409395\" target=\"_blank\"><b>摩根大通Q4营收303亿美元,净利润同比降低11%</b></a></p><p>摩根大通公布了2021年第四季度财务业绩。财报显示,小摩Q4净营收为303亿美元,同比增长1%,预期值299亿美元;净利润为104亿美元,同比降低11%;摊薄后每股收益为3.33美元,同比降低11%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126777532","content_text":"摘要:道指连续第二周收跌,银行股绩后多数走低;热门中概股收盘多数走高,拼多多涨近5%;Netflix上调美国和加拿大月费,盘中股价一度涨超3%;小摩预计美联储或加息多达七次>>>海外市场收盘:道指连续第二周收跌,银行股绩后多数走低美股三大指数收盘涨跌不一,四季度财报季本周拉开序幕,银行股率先交成绩单,但其业绩却令投资者感到失望。截至收盘,道指收跌0.56%,报35911.81点;标普500收涨0.08%,报4662.85点;纳指收涨0.59%,报14893.80点。热门中概股收盘多数走高,拼多多涨近5%热门中概股多数上涨,拼多多、爱奇艺涨近5%,哔哩哔哩涨3.89%,微博涨3.44%,京东涨3.19%,网易涨2.16%,百度涨1.8%,阿里巴巴涨0.33%,造车新势力集体走高,小鹏汽车涨4.63%,蔚来涨1.51%,理想汽车涨1.17%。美国WTI原油期货周五收高2.1%,本周上涨6.2%美国原油期货价格周五收高,使其本周涨幅超过6%。俄罗斯和乌克兰之间的紧张局势加剧,令油价得到提振。纽约商品交易所2月交割的西德克萨斯中质原油(WTI)期货价格上涨1.70美元,涨幅为2.1%,收于每桶83.82美元。根据 FactSet 的数据,本周WTI原油期货上涨了6.2%。黄金期货周五收跌0.3%,本周上涨1.1%黄金期货周五收跌,一些投资者在为期三天的长周末假期之前卖出贵金属,令金价承压。但本周黄金期货价格仍录得涨幅。周五纽约商品交易所2月交割的黄金期货价格下跌4.90美元,跌幅为0.3%,收于每盎司1816.50美元,盘中一度升至1829.30美元。按照最活跃合约计算,本周黄金期货价格上涨1.1%。欧洲三大股指当天全线下跌,英国股市收跌0.28%英国富时100报收于7542.95点,比前一交易日下跌20.90点,跌幅为0.28%;法国CAC40指数报收于7143.00点,比前一交易日下跌58.14点,跌幅为0.81%;德国DAX指数报收于15883.24点,比前一交易日下跌148.35点,跌幅为0.93%。国际宏观摩根大通CEO:美联储可能加息多达七次 政策紧缩过程未必和风细雨华尔街最大银行的掌门人预测美联储实际升息次数会比目前市场预估的更多,其还警告称,政策紧缩的过程不一定会像部分人可能以为的那样“和风细雨”。摩根大通首席执行官杰米·戴蒙周五对分析师表示,美联储可能会加息多达七次以对抗不断上升的通胀率,但他没有透露加息会在多快时间内发生。美国财政部:美联邦政府债务超29.8万亿美元根据美国财政部数据,截至当地时间1月14日,美国联邦政府债务已经超过29.8万亿美元,逼近30万亿美元大关。分析人士指出,从中长期来看,美国财政和债务状况不可持续。美国财政部数据显示,2021财年(2020年10月1日至2021年9月30日)联邦政府财政赤字高达2.77万亿美元。美国住宅销售创18个月最大降幅 房源稀少推高价格由于房源跌至创纪录低点,去年12月份美国住宅销量创下新冠疫情封锁期最初几个月以来的最大降幅。根据Redfin Corp发布的一份报告,12月份住宅交易量同比下降11%,创下2020年6月以来最大年度跌幅。需求仍然旺盛,但房源不足阻碍了交易。活跃的挂牌量,即月内随时待售房源同比下降19%至历史低点。与此同时,房价上涨15%,中值为382900美元。对有限房源的激烈竞争正在推高房价。反过来,也令一些首次购房者被迫退出市场,尤其是在抵押贷款利率开始从接近纪录低点上升之际。美国总统拜登宣布拨款400亿美元修缮桥梁当地时间1月14日,美国总统拜登就其签署的两党基础设施法案实施进展发表公开讲话,并宣布一项新计划,说明如何通过法案提供资金,修复、更换美国的桥梁。拜登表示,美国全国有约45000座桥梁需要修复或者更换,政府将拨款400亿美元作为换修桥梁的资金。其中125亿美元将用作主要桥梁的修缮资金,275亿美元将用作修缮其他中小型桥梁的资金。拜登提名三名美联储官员人选美国总统拜登1月14日宣布,提名前财政部官员莎拉·布卢姆·拉斯金担任美联储负责金融监管的副主席,同时提名两名大学教授担任美联储理事。拜登在白宫当天发表的声明中说,当前美国经济面临物价上涨的挑战,需要美联储发挥稳健和独立的领导作用。拉斯金是最有资格担任美联储负责金融监管的副主席人选之一;密歇根州立大学经济学教授莉萨·库克、戴维森学院经济学教授菲利普·杰斐逊是才华横溢的经济学家,在一系列经济问题上拥有丰富经验。纽约联储行长:美联储正在接近做出加息决定美联储威廉姆斯周五表示,鉴于当前劳动力市场非常强劲的迹象,美联储正在接近做出逐步加息的决定。他表示,“下一步有关减少货币刺激的行动是逐步把近零的基准利率提高至更正常的水平,鉴于劳动力市场走强的迹象十分明显,我们正在接近就启动利率正常化做出决定”。他没有给出美联储何时开始加息的具体时间表,并指出“此类决定的时间将基于对广泛数据和信息的仔细考虑,会密切关注我们有关充分就业和价格稳定的目标。”奥密克戎毒株肆虐全美 加州医院系统濒临崩溃据美国多家媒体1月14日报道,受新冠变异病毒奥密克戎毒株影响,美国新冠肺炎确诊病例数迅速上升。到本周为止,美国全国平均每天新增的确诊病例几乎是去年冬天传染高峰时期的三倍多。疫情的恶化正在重创全美的医疗系统,美国的药房也因为员工短缺而不得不暂时关闭部分门店。美国部分地区的学校也因为疫情而考虑重新进入线上教学模式。“恐怖数据”大爆冷! 高企的通胀终让美国消费者降低了欲望周五美国普查局公布了去年12月的零售销售报告。受供应链瓶颈、高企的通胀所影响,这项指标录得了10个月以来最大的环比跌幅。具体数据显示,美国去年12月零售销售环比下跌1.9%,续刷去年2月以来新低,先前分析师预期该指标持平,11月的增幅也从0.3%下调至0.2%;12月核心零售销售环比下跌2.3%,也低于分析师预期的增长0.2%。金融论坛零对冲称,零售销售的下降说明需求方面已经放缓,通胀终于可能开始减弱,不过这种经济收缩的趋势美联储可能不太喜欢。公司新闻“元宇宙”再生变数!Meta旗下Oculus遭反垄断调查美东时间周五,据知情人士透露,美国联邦贸易委员会(FTC)和多个州调查了Meta公司(原Facebook)旗下虚拟现实头戴技术设备商Oculus的竞争行为。作为调查的一部分,FTC和以纽约为首的几个州最近几个月对制作Oculus应用程序的外部开发者进行了调查。知情人士表示,官员们一直在仔细研究全球最大的社交媒体公司Meta可能会如何利用其在虚拟现实领域的市场力量抑制竞争。研发工作遇到障碍!苹果VR/AR头显设备推出时间可能会延迟至2023年据知情人士周五透露,苹果的头戴设备研发工作意外地遇到诸多障碍,在过热、摄像头、软件等方面面临挑战,原来预计最早2022年6月份首发的VR/AR头戴设备面临被推迟至2023年再发布。受此消息影响,苹果股价短线转跌。这款头戴设备原计划在6月份的苹果年度全球开发者大会上发布,但随着研发工作遇到诸多障碍,已经难以保持正确进度。这款产品被视为苹果的“下一件大事”之一,它将推动公司业绩增长,也有助于证明这家科技巨头近3万亿美元的市值是合理的。花旗Q4财报:零售业务重组拉升费用 利润降逾两成美国当地时间周五,花旗银行公布2021财年四季度财报,根据公司披露,四季度总共实现营收170.17亿美元,与去年同期相比略有提升,同样好于市场预期的168亿美元;但净利润31.73亿美元,与去年同期相比下降26%,也是近一年来的最低值。从2021全年的角度来看,公司实现净利润219亿美元,同比翻番,而营收718亿美元同比下滑5%。乘上金融市场东风 贝莱德资产管理规模突破10万亿大关周五贝莱德公布了第四季度财报。公司管理的资产规模在去年年底超过了10万亿美元,创公司历史新高。全球金融市场的强劲表现有助于提振资产管理公司的整体业绩,贝莱德也受益于其庞大的规模和广泛的影响力。具体数据显示,截至2021年年底,公司资产管理规模达到100,101.43亿美元,较2020年年底的86,766.80亿美元增长了15%。贝莱德表示,投资者在去年最后三个月净加码1690亿美元在该公司的长期投资工具,包括共同基金和交易所交易基金(ETF) 。传特斯拉拟斥50亿元采购 多款车型将配置据韩媒Korea IT News报道,LG集团旗下的LG Innotek寻求与特斯拉达成一项有关摄像头及零部件的供应协议,该笔交易的价值高达一万亿韩元(约合人民币53.47亿元),合同将在一季度达成,LG Innotek将随即投入生产。届时,北美和欧洲市场的特斯拉Model Y、Model 3、电动卡车semi以及即将上市的Cybertruck将搭载LG Innotek生产的摄像头。Netflix上调美国和加拿大月费 盘中股价一度涨超3%流媒体巨头Netflix提高了其在美国和加拿大流媒体服务的月度订阅价格,令该股在周五午后交易中一度涨超3%。据Netflix网站,入门级基本套餐的每月费用上涨1美元至9.99美元,标准套餐从13.99美元上涨至15.49美元,高级套餐从17.99美元上涨至19.99美元。加拿大的月费也进行了上调。富国银行:Q4营收208.6亿美元,超出市场预期富国银行公布了截至2021年12月31日的第四季度财务业绩。数据显示,该公司Q4总营收208.6亿美元,上年同期为184.89亿美元,同比增长13%;净利润57.50亿美元,上年同期为30.91亿美元,同比增长86%;摊薄后每股普通股收益1.38美元,上年同期为0.66美元。摩根大通Q4营收303亿美元,净利润同比降低11%摩根大通公布了2021年第四季度财务业绩。财报显示,小摩Q4净营收为303亿美元,同比增长1%,预期值299亿美元;净利润为104亿美元,同比降低11%;摊薄后每股收益为3.33美元,同比降低11%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830645638,"gmtCreate":1629072766324,"gmtModify":1676529919799,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559518468531412","authorIdStr":"3559518468531412"},"themes":[],"htmlText":"Ya","listText":"Ya","text":"Ya","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/830645638","repostId":"1138361386","repostType":4,"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830646899,"gmtCreate":1629072596111,"gmtModify":1676529919744,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559518468531412","authorIdStr":"3559518468531412"},"themes":[],"htmlText":"GS 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Anyone can add on clearty please. ","listText":"GS just bought a lot? Anyone can add on clearty please. ","text":"GS just bought a lot? 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?","images":[{"img":"https://static.tigerbbs.com/efa87e8bc3243dcf7663f9ac4c7028e0","width":"1080","height":"1971"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800827116","isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":143768995,"gmtCreate":1625818899817,"gmtModify":1703749172888,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559518468531412","authorIdStr":"3559518468531412"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/143768995","repostId":"1107863492","repostType":4,"repost":{"id":"1107863492","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":1625809099,"share":"https://ttm.financial/m/news/1107863492?lang=&edition=fundamental","pubTime":"2021-07-09 13:38","market":"us","language":"zh","title":"台积电6月销售额1484.7亿新台币,同比增长22.8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1107863492","media":"老虎资讯综合","summary":"7月9日,台积电今天公布了2021年6月的收入报告:综合来看,2021年6月的收入为新台币1484.7亿元,同比增长22.8%;2021年1-6月的营业收入总额为新台币7345.6亿元,同比增长18.","content":"<p>7月9日,<a href=\"https://laohu8.com/S/TSM\">台积电</a>今天公布了2021年6月的收入报告:综合来看,2021年6月的收入为新台币1484.7亿元,同比增长22.8%;2021年1-6月的营业收入总额为新台币7345.6亿元,同比增长18.2%。</p>\n<p><img src=\"https://static.tigerbbs.com/be3c0a3f53de98e1862d8d53d56338e9\" tg-width=\"1043\" tg-height=\"248\" referrerpolicy=\"no-referrer\"></p>\n<p>花旗分析师Roland Shu和Grant Chi在最近的一篇报告中写道,“在产能紧张的背景下,台积电更好的定价能力应该会在很大程度上抵消巨额资本支出造成的利润率压力。同时,台积电在EUV方面的技术/生产力突破应该会扩大与同行的技术差距,并确保更好的前沿技术节点成本结构。”</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>台积电6月销售额1484.7亿新台币,同比增长22.8%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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{ 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class=\"h-time\">2021-07-09 13:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月9日,<a href=\"https://laohu8.com/S/TSM\">台积电</a>今天公布了2021年6月的收入报告:综合来看,2021年6月的收入为新台币1484.7亿元,同比增长22.8%;2021年1-6月的营业收入总额为新台币7345.6亿元,同比增长18.2%。</p>\n<p><img src=\"https://static.tigerbbs.com/be3c0a3f53de98e1862d8d53d56338e9\" tg-width=\"1043\" tg-height=\"248\" referrerpolicy=\"no-referrer\"></p>\n<p>花旗分析师Roland Shu和Grant Chi在最近的一篇报告中写道,“在产能紧张的背景下,台积电更好的定价能力应该会在很大程度上抵消巨额资本支出造成的利润率压力。同时,台积电在EUV方面的技术/生产力突破应该会扩大与同行的技术差距,并确保更好的前沿技术节点成本结构。”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"03145":"华夏亚洲高息股","TSM":"台积电","EWT":"台湾ETF-iShares MSCI"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107863492","content_text":"7月9日,台积电今天公布了2021年6月的收入报告:综合来看,2021年6月的收入为新台币1484.7亿元,同比增长22.8%;2021年1-6月的营业收入总额为新台币7345.6亿元,同比增长18.2%。\n\n花旗分析师Roland Shu和Grant Chi在最近的一篇报告中写道,“在产能紧张的背景下,台积电更好的定价能力应该会在很大程度上抵消巨额资本支出造成的利润率压力。同时,台积电在EUV方面的技术/生产力突破应该会扩大与同行的技术差距,并确保更好的前沿技术节点成本结构。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149065458,"gmtCreate":1625695841874,"gmtModify":1703746425280,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559518468531412","authorIdStr":"3559518468531412"},"themes":[],"htmlText":"Think I wld better hold well on my wallet","listText":"Think I wld better hold well on my wallet","text":"Think I wld better hold well on my 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00:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>北京时间6月19日凌晨消息,<a href=\"https://laohu8.com/S/JD\">京东</a>发布618最终战报:2021年6月1日0时至6月18日24时,2021“京东618,18周年庆”累计下单金额超3438亿元,创下新的纪录!</p>\n<p>这是给消费者带来最佳体验的最好印证;也是创造良好运营环境以及大量帮扶措施,帮助合作伙伴实现强劲增长的最好成果;更是助力乡村振兴、促进就业、降低碳排放,为社会创造更多价值的最好体现。</p>\n<p><img src=\"https://static.tigerbbs.com/4bdbbcff030412e8bba7e0b9f389964c\" tg-width=\"630\" tg-height=\"283\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4bdbbcff030412e8bba7e0b9f389964c","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","09618":"京东集团-SW","JD":"京东"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146581762","content_text":"北京时间6月19日凌晨消息,京东发布618最终战报:2021年6月1日0时至6月18日24时,2021“京东618,18周年庆”累计下单金额超3438亿元,创下新的纪录!\n这是给消费者带来最佳体验的最好印证;也是创造良好运营环境以及大量帮扶措施,帮助合作伙伴实现强劲增长的最好成果;更是助力乡村振兴、促进就业、降低碳排放,为社会创造更多价值的最好体现。","news_type":1},"isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162400135,"gmtCreate":1624069887027,"gmtModify":1703828132628,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559518468531412","authorIdStr":"3559518468531412"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162400135","repostId":"2144088007","repostType":4,"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168809594,"gmtCreate":1623969499118,"gmtModify":1703824776205,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559518468531412","authorIdStr":"3559518468531412"},"themes":[],"htmlText":"Nicely raise up","listText":"Nicely raise up","text":"Nicely raise 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href=\"https://laohu8.com/S/MDB\">$MongoDB Inc.(MDB)$</a>en lah","listText":"<a href=\"https://laohu8.com/S/MDB\">$MongoDB Inc.(MDB)$</a>en lah","text":"$MongoDB Inc.(MDB)$en lah","images":[{"img":"https://static.tigerbbs.com/9a5bb2508141a51b1ceb3276d59027d7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/163418051","isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":163413265,"gmtCreate":1623891059757,"gmtModify":1703822592228,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559518468531412","authorIdStr":"3559518468531412"},"themes":[],"htmlText":"A","listText":"A","text":"A","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/163413265","repostId":"1110822122","repostType":4,"repost":{"id":"1110822122","pubTimestamp":1623889384,"share":"https://ttm.financial/m/news/1110822122?lang=&edition=fundamental","pubTime":"2021-06-17 08:23","market":"hk","language":"zh","title":"通用:芯片短缺继续,通胀上升将导致下半年成本支出猛增","url":"https://stock-news.laohu8.com/highlight/detail?id=1110822122","media":"腾讯网","summary":"6月17日讯,周三下午,通用汽车首席财务官保罗-雅各布森(Paul Jacobson)表示,该公司预计半导体芯片短缺将继续,同时不断上升的通货膨胀率将导致该公司今年下半年的支出至多猛增30亿美元。他表","content":"<p>6月17日讯,周三下午,<a href=\"https://laohu8.com/S/GM\">通用汽车</a>首席财务官保罗-雅各布森(Paul Jacobson)表示,该公司预计半导体芯片短缺将继续,同时不断上升的通货膨胀率将导致该公司今年下半年的支出至多猛增30亿美元。<img src=\"https://static.tigerbbs.com/b0a91ebfe350da34c43aa0799e23f130\" tg-width=\"630\" tg-height=\"354\" referrerpolicy=\"no-referrer\">他表示,额外的成本支出包括第三季度零部件短缺催生的超过预期的打击,以及大宗商品价格上涨,成本增加将迫使通用今年下半年的支出较比上半年多出至多20亿美元。</p>\n<p>不过,如此大幅度的成本上涨中的一大部分,可能会被通用汽车上半年的强劲业绩增长抵消。周三早些时候,通用将今年上半年经调整后税前利润预期上调至85亿美元至95亿美元,远远高于此前预期的55亿美元。</p>\n<p>通用指出,新的利润预期主要归功于<a href=\"https://laohu8.com/S/GFN\">通用金融</a>优于预期的业绩表现,以及近期的生产改善。通用预计,第三季度该公司将能获得一些芯片。</p>\n<p>雅各布森表示,“今年下半年,供应可能会继续面临诸多挑战。不过,我对目前的状况感到满意。但是,我认为,与我们在上半年看到的走势相比,下半年的确存在一些根本性压力,这种压力可能始于大宗商品价格的上涨。”</p>\n<p>此前,通用曾表示,该公司预计今年税前利润将居于100亿美元至110亿美元区间的“高端”。该预期已经将芯片短缺的潜在影响考虑在内,其中包括15亿美元至20亿美元的利润损失。到目前为止,这家汽车制造商尚未提供最新的全年业绩指引。</p>\n<p>对通用等汽车制造商来说,今年上半年的业绩表现明显好于很多分析师的预期。众所周知,芯片持续短缺导致供应紧张,进而拉高汽车价格,助推利润上升。</p>\n<p>雅各布森说:“(对于今年下半年业绩前景),我们肯定看涨。我们有意不提供全年业绩指引,但是我们希望在第三季度能够开始弄清楚芯片供应走势,届时我们会在财报电话会议上公布此类指引。”</p>\n<p>雅各布森还表示,芯片供应前景仍然非常不稳定。他举例称,近期,马来西亚爆发的新一轮新冠疫情扰乱了芯片市场。他声称,汽车供应受限的状况预计将持续至2022年。</p>\n<p>雅各布森说:“只要这种情况持续存在,我们就会失去一些关键芯片供应商的产品供应。”(米娜)</p>","source":"lsy1571985465872","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\" 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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通用:芯片短缺继续,通胀上升将导致下半年成本支出猛增\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 08:23 北京时间 <a href=https://new.qq.com/omn/20210617/20210617A00WLK00.html><strong>腾讯网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月17日讯,周三下午,通用汽车首席财务官保罗-雅各布森(Paul Jacobson)表示,该公司预计半导体芯片短缺将继续,同时不断上升的通货膨胀率将导致该公司今年下半年的支出至多猛增30亿美元。他表示,额外的成本支出包括第三季度零部件短缺催生的超过预期的打击,以及大宗商品价格上涨,成本增加将迫使通用今年下半年的支出较比上半年多出至多20亿美元。\n不过,如此大幅度的成本上涨中的一大部分,可能会被...</p>\n\n<a href=\"https://new.qq.com/omn/20210617/20210617A00WLK00.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/b0a91ebfe350da34c43aa0799e23f130","relate_stocks":{"159813":"芯片"},"source_url":"https://new.qq.com/omn/20210617/20210617A00WLK00.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110822122","content_text":"6月17日讯,周三下午,通用汽车首席财务官保罗-雅各布森(Paul Jacobson)表示,该公司预计半导体芯片短缺将继续,同时不断上升的通货膨胀率将导致该公司今年下半年的支出至多猛增30亿美元。他表示,额外的成本支出包括第三季度零部件短缺催生的超过预期的打击,以及大宗商品价格上涨,成本增加将迫使通用今年下半年的支出较比上半年多出至多20亿美元。\n不过,如此大幅度的成本上涨中的一大部分,可能会被通用汽车上半年的强劲业绩增长抵消。周三早些时候,通用将今年上半年经调整后税前利润预期上调至85亿美元至95亿美元,远远高于此前预期的55亿美元。\n通用指出,新的利润预期主要归功于通用金融优于预期的业绩表现,以及近期的生产改善。通用预计,第三季度该公司将能获得一些芯片。\n雅各布森表示,“今年下半年,供应可能会继续面临诸多挑战。不过,我对目前的状况感到满意。但是,我认为,与我们在上半年看到的走势相比,下半年的确存在一些根本性压力,这种压力可能始于大宗商品价格的上涨。”\n此前,通用曾表示,该公司预计今年税前利润将居于100亿美元至110亿美元区间的“高端”。该预期已经将芯片短缺的潜在影响考虑在内,其中包括15亿美元至20亿美元的利润损失。到目前为止,这家汽车制造商尚未提供最新的全年业绩指引。\n对通用等汽车制造商来说,今年上半年的业绩表现明显好于很多分析师的预期。众所周知,芯片持续短缺导致供应紧张,进而拉高汽车价格,助推利润上升。\n雅各布森说:“(对于今年下半年业绩前景),我们肯定看涨。我们有意不提供全年业绩指引,但是我们希望在第三季度能够开始弄清楚芯片供应走势,届时我们会在财报电话会议上公布此类指引。”\n雅各布森还表示,芯片供应前景仍然非常不稳定。他举例称,近期,马来西亚爆发的新一轮新冠疫情扰乱了芯片市场。他声称,汽车供应受限的状况预计将持续至2022年。\n雅各布森说:“只要这种情况持续存在,我们就会失去一些关键芯片供应商的产品供应。”(米娜)","news_type":1},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160532489,"gmtCreate":1623801584541,"gmtModify":1703819687927,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559518468531412","authorIdStr":"3559518468531412"},"themes":[],"htmlText":"Wonderful","listText":"Wonderful","text":"Wonderful","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/160532489","repostId":"2143360763","repostType":4,"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":160532489,"gmtCreate":1623801584541,"gmtModify":1703819687927,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559518468531412","authorIdStr":"3559518468531412"},"themes":[],"htmlText":"Wonderful","listText":"Wonderful","text":"Wonderful","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/160532489","repostId":"2143360763","repostType":4,"repost":{"id":"2143360763","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":1623787989,"share":"https://ttm.financial/m/news/2143360763?lang=&edition=fundamental","pubTime":"2021-06-16 04:13","market":"us","language":"zh","title":"甲骨文第四财季营收112亿美元,净利润同比增长22%","url":"https://stock-news.laohu8.com/highlight/detail?id=2143360763","media":"老虎资讯综合","summary":"北京时间6月16日凌晨消息,据报道,甲骨文今天发布了2021财年第四财季及全年财报。报告显示,甲骨文第四财季总营收为112.27亿美元,与上年同期的104.40亿美元相比增长8%,不计入汇率变动的影响为同比增长4%;净利润为40.33亿美元,与上年同期的31.16亿美元相比增长29%,不计入汇率变动的影响为同比增长22%。","content":"<p>美东时间6月15日美股盘后,据报道,<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>今天发布了2021财年第四财季及全年财报。报告显示,<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>第四财季总营收为112.27亿美元,与上年同期的104.40亿美元相比增长8%,不计入汇率变动的影响为同比增长4%;净利润为40.33亿美元,与上年同期的31.16亿美元相比增长29%,不计入汇率变动的影响为同比增长22%。<img src=\"https://static.tigerbbs.com/977e5cc1c52b09d8cafce5170a9468a8\" tg-width=\"997\" tg-height=\"810\"></p>\n<p>财报公布后,甲骨文盘后股价跌4.85%,报77.68美元。<img src=\"https://static.tigerbbs.com/93ed1542a9b208964c786b7ffb31263f\" tg-width=\"696\" tg-height=\"520\" referrerpolicy=\"no-referrer\"></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>甲骨文第四财季营收112亿美元,净利润同比增长22%</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; 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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\">2021-06-16 04:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美东时间6月15日美股盘后,据报道,<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>今天发布了2021财年第四财季及全年财报。报告显示,<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>第四财季总营收为112.27亿美元,与上年同期的104.40亿美元相比增长8%,不计入汇率变动的影响为同比增长4%;净利润为40.33亿美元,与上年同期的31.16亿美元相比增长29%,不计入汇率变动的影响为同比增长22%。<img src=\"https://static.tigerbbs.com/977e5cc1c52b09d8cafce5170a9468a8\" tg-width=\"997\" tg-height=\"810\"></p>\n<p>财报公布后,甲骨文盘后股价跌4.85%,报77.68美元。<img src=\"https://static.tigerbbs.com/93ed1542a9b208964c786b7ffb31263f\" tg-width=\"696\" tg-height=\"520\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e2f7ba96b23ae5db1d550c4627c3d360","relate_stocks":{"ORCL":"甲骨文"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143360763","content_text":"美东时间6月15日美股盘后,据报道,甲骨文今天发布了2021财年第四财季及全年财报。报告显示,甲骨文第四财季总营收为112.27亿美元,与上年同期的104.40亿美元相比增长8%,不计入汇率变动的影响为同比增长4%;净利润为40.33亿美元,与上年同期的31.16亿美元相比增长29%,不计入汇率变动的影响为同比增长22%。\n财报公布后,甲骨文盘后股价跌4.85%,报77.68美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168175217,"gmtCreate":1623969226939,"gmtModify":1703824769772,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559518468531412","authorIdStr":"3559518468531412"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/168175217","repostId":"1118107542","repostType":4,"repost":{"id":"1118107542","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":1623943021,"share":"https://ttm.financial/m/news/1118107542?lang=&edition=fundamental","pubTime":"2021-06-17 23:17","market":"us","language":"zh","title":"WSB概念股盘中走强,AMC院线涨超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1118107542","media":"老虎资讯综合","summary":"6月17日,WSB概念股盘中走强,AMC院线涨超10%,黑莓、高斯电子、游戏驿站涨超4%。","content":"<p>6月17日,WSB概念股盘中走强,<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>涨超10%,<a href=\"https://laohu8.com/S/BBRY\">黑莓</a>、<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>、<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>涨超4%。</p>\n<p><img src=\"https://static.tigerbbs.com/09113f1c85c700361ff9bd6645e89551\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>WSB概念股盘中走强,AMC院线涨超10%</title>\n<style 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href=\"https://laohu8.com/S/AMC\">AMC院线</a>涨超10%,<a href=\"https://laohu8.com/S/BBRY\">黑莓</a>、<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>、<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>涨超4%。</p>\n<p><img src=\"https://static.tigerbbs.com/09113f1c85c700361ff9bd6645e89551\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"KOSS":"高斯电子","GME":"游戏驿站","AMC":"AMC院线","BB":"黑莓"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118107542","content_text":"6月17日,WSB概念股盘中走强,AMC院线涨超10%,黑莓、高斯电子、游戏驿站涨超4%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":306852836,"gmtCreate":1604358236925,"gmtModify":1704955672977,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559518468531412","authorIdStr":"3559518468531412"},"themes":[],"htmlText":"CGC, it's time to enter. ","listText":"CGC, it's time to enter. ","text":"CGC, it's time to enter.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/306852836","isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","text":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","html":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005511095,"gmtCreate":1642345853166,"gmtModify":1676533702899,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559518468531412","authorIdStr":"3559518468531412"},"themes":[],"htmlText":"Haha","listText":"Haha","text":"Haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005511095","repostId":"1126777532","repostType":4,"isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830645638,"gmtCreate":1629072766324,"gmtModify":1676529919799,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559518468531412","authorIdStr":"3559518468531412"},"themes":[],"htmlText":"Ya","listText":"Ya","text":"Ya","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/830645638","repostId":"1138361386","repostType":4,"repost":{"id":"1138361386","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":1629069339,"share":"https://ttm.financial/m/news/1138361386?lang=&edition=fundamental","pubTime":"2021-08-16 07:15","market":"hk","language":"zh","title":"前瞻:腾讯、英伟达等财报来袭!心玮医疗周五上市","url":"https://stock-news.laohu8.com/highlight/detail?id=1138361386","media":"老虎资讯综合","summary":"摘要:\n\n 事件方面:十三届全国人大常委会第三十次会议在京举行,将审议个人信息保护法草案、人口与计划生育法修正草案等多项草案。美联储主席鲍威尔等官员将发表讲话,还有市场普遍关注的美联储会议纪要。\n\n\n","content":"<p>摘要:</p>\n<blockquote>\n 事件方面:十三届全国人大常委会第三十次会议在京举行,将审议个人信息保护法草案、人口与计划生育法修正草案等多项草案。美联储主席鲍威尔等官员将发表讲话,还有市场普遍关注的美联储会议纪要。\n</blockquote>\n<blockquote>\n 数据方面:投资者可关注中国将公布7月工业增加值、社会消费品零售数据和 8月LPR利率数据;美国将出炉7月工业产出数据和 有着恐怖数据之称的零售销售数据。\n</blockquote>\n<blockquote>\n 财报方面: <a href=\"https://laohu8.com/S/02382\">舜宇光学科技</a>、 <a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>、Roblox、<a href=\"https://laohu8.com/S/01361\">361度</a>、 <a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>、Sea、 <a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、 <a href=\"https://laohu8.com/S/06969\">思摩尔国际</a>、 <a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、 <a href=\"https://laohu8.com/S/MNSO\">名创优品</a>、雾芯科技等公司陆续公布财报。\n</blockquote>\n<p><b>周一(8月16日)关键词:中国7月工业增加值、中国7月社会消费品零售、舜宇光学科技/腾讯音乐/Roblox财报</b><img src=\"https://static.tigerbbs.com/558a064cb01ab82f49938c8ef655a6b7\" tg-width=\"631\" tg-height=\"435\" referrerpolicy=\"no-referrer\"><b>周一市场关注的焦点在于中国的中国7月工业增加值和中国7月社会消费品零售数据。</b>作为最新一波疫情爆发以来最先发布的反映经济活动的数据,中国7月经济活动指标将显示疫情给经济造成的影响。</p>\n<p><b>财报方面,港股<a href=\"https://laohu8.com/S/02382\">舜宇光学科技</a>、<a href=\"https://laohu8.com/S/00772\">阅文集团</a>将发布财报;美股盘前,<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>、<a href=\"https://laohu8.com/S/ZH\">知乎</a>、<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>,美股盘后,<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>、<a href=\"https://laohu8.com/S/RBLX\">Roblox Corporation</a>等公司将公布财报。</b></p>\n<p><b>周二(8月17日)关键词:美国7月零售销售、美国7月工业产出、美联储主席鲍威尔讲话</b><img src=\"https://static.tigerbbs.com/2139a3b25a5de5bee7343e46f9035bc2\" tg-width=\"618\" tg-height=\"357\" referrerpolicy=\"no-referrer\"><b>周二投资者关注的焦点将是美国7月份零售销售数据。</b></p>\n<p>7月的名义零售销售增速将落后于消费者价格,表明通胀调整后商品支出第三季度开局疲软。分析师认为,当前,销售额水平比增长率更重要。商品消费支出正在从远超疫情前的水平回落。因此,目前的预测是第三季度消费支出增速将从第二季度11.8%的年化增速放缓至5%左右。零售销售将低于4月高点。如下图所示,刺激支票推动了3月-4月的销售额。</p>\n<p><b>周二市场还将关注美国7月工业产出数据。</b></p>\n<p>分析师预计7月工业产值将出现强劲反弹,主要集中在制造业。汽车零部件停产的非典型模式可能会导致季节性调整后的产量在本月出现增长,尽管零部件短缺限制了整体产值。</p>\n<p>周三纽约时段还需留意<b>美联储主席鲍威尔的讲话</b>。鲍威尔将出席由教育工作者和学生参加的虚拟市政厅会议,市场目前预计不太可能在这里发布新的政策信息,但仍需提防意外情况。</p>\n<p><b>十三届全国人大常委会第三十次会议8月17日至20日在京举行,将审议个人信息保护法草案、人口与计划生育法修正草案等多项草案。</b></p>\n<p><b>财报方面,港股<a href=\"https://laohu8.com/S/01361\">361度</a>将发布财报;美股<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>、<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>、<a href=\"https://laohu8.com/S/HD\">家得宝</a>、<a href=\"https://laohu8.com/S/SE\">Sea Limited</a>将于盘前发布财报。</b></p>\n<p><b>周三(8月18日)关键词:新西兰联储利率决议、英国7月CPI、美联储会议纪要</b><img src=\"https://static.tigerbbs.com/9decfe7f038cae8ca2caab2f5c0eaa56\" tg-width=\"631\" tg-height=\"826\" referrerpolicy=\"no-referrer\"><b>周三纽约时段,投资者可以留意美国的房地产市场数据和美联储会议纪要。</b></p>\n<p>强劲需求和低库存使得房地产市场继续面对价格压力和有限的潜在买家。密歇根大学8月份消费者信心报告中的住宅购买景气触及1981-82年经济衰退以来的最低水平。除了熟练工,建筑商继续面临材料和建筑地块的短缺。</p>\n<p>鲍威尔很可能会等到本月晚些时候杰克逊霍尔会议上谈论政策问题,但7月27-28日FOMC会议的纪要可能提供线索,预示在8月26日至28日的杰克逊霍尔会议上是否有更多QE减码的细节。一连串的美联储鹰派表态为及早而非推迟QE减码打下基础;最近的数据(包括7月CPI)和Covid-19变种带来的风险,倾向于支持将更明确的信号推迟到9月会议。</p>\n<p><b>财报方面,港股<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>、<a href=\"https://laohu8.com/S/06186\">中国飞鹤</a>将发布财报;美股<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/CSCO\">思科</a>将于盘后发布财报,<a href=\"https://laohu8.com/S/WB\">微博</a>、<a href=\"https://laohu8.com/S/ADI\">亚德诺</a>将于盘前发布财报。</b></p>\n<p><b>周四(8月19日)关键词:美国每周初请失业金人数变动、思摩尔国际/哔哩哔哩/名创优品。</b><img src=\"https://static.tigerbbs.com/80efb3bdc0d9a89a4a05a00c400addae\" tg-width=\"631\" tg-height=\"281\" referrerpolicy=\"no-referrer\">周四投资者重点留意美国每周公布一次的<b>初请失业金人数变动。</b></p>\n<p>目前为止,德尔塔毒株引发裁员的迹象非常有限。一些人不去餐馆,但总体而言餐馆预订保持稳定。加州目前的病例增长最快,前一周的首次申领失业救济人数大幅增加。不过,分析师仍然预计近期对全国数据的影响有限,风险倾向于局部爆发。</p>\n<p><b>周四凌晨的FOMC会议纪要料将成为整周市场的谈论焦点。</b></p>\n<p>任何有关缩减1200亿美元债券购买计划的讨论都将拨动科技成长股和「再通胀」概念股的跷跷板。CFRA首席投资策略分析师Sam Stovall解读称,美联储近期的动作更大的意义在于提前与市场沟通,通过给出不同Taper的方式,使得缩减的情形始终是投资者首要考虑的因素。等到这一天最终来临时,市场不会感到任何恐慌。</p>\n<p><b>财报方面,港股<a href=\"https://laohu8.com/S/06969\">思摩尔国际</a>、<a href=\"https://laohu8.com/S/02057\">中通快递-SW</a>将发布财报;美股盘前,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/MNSO\">名创优品</a>、<a href=\"https://laohu8.com/S/EL\">雅诗兰黛</a>、<a href=\"https://laohu8.com/S/M\">梅西百货</a>将发布财报。</b></p>\n<p><b>周五(8月20日)关键词:中国8月LPR、<a href=\"https://laohu8.com/S/06609\">心玮医疗-B</a>港股上市、雾芯科技财报。</b><img src=\"https://static.tigerbbs.com/f753b6f578332550a1fc8d2ed94da12f\" tg-width=\"630\" tg-height=\"434\" referrerpolicy=\"no-referrer\">周五亚洲时段,投资者可以留意一下<b>中国8月份的LPR</b>(贷款市场报价利率)</p>\n<p>分析师预计8月份中国贷款市场报价利率将持稳,尽管在上月央行全面降准后,市场对贷款市场报价利率走低的预期上升。1年期LPR(银行向企业贷款的参考利率)可能会维稳于3.85%。5年期LPR(抵押贷款参考利率)可能会持稳于4.65%。</p>\n<p><b>新股方面,创新型神经介入医疗器械公司<a href=\"https://laohu8.com/S/06609\">心玮医疗-B</a>将于周五正式登陆港交所,每股发行价160-171港元,每手50股。</b>心玮医疗是一家创新型神经介入医疗器械公司,凭借商业化产品及在研产品的广泛产品组合在中国神经介入市场占据领导地位,公司产品组合包括神经介入及心脏医疗器械。目前心玮医疗在中国拥有四款商业化产品和19款获批产品及在研产品。</p>\n<p><b>财报方面,美股<a href=\"https://laohu8.com/S/RLX\">雾芯科技</a>、<a href=\"https://laohu8.com/S/FL\">富乐客</a>、<a href=\"https://laohu8.com/S/DE\">迪尔股份有限公司</a>将于盘前发布财报。</b></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>前瞻:腾讯、英伟达等财报来袭!心玮医疗周五上市</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前瞻:腾讯、英伟达等财报来袭!心玮医疗周五上市\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\">2021-08-16 07:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>摘要:</p>\n<blockquote>\n 事件方面:十三届全国人大常委会第三十次会议在京举行,将审议个人信息保护法草案、人口与计划生育法修正草案等多项草案。美联储主席鲍威尔等官员将发表讲话,还有市场普遍关注的美联储会议纪要。\n</blockquote>\n<blockquote>\n 数据方面:投资者可关注中国将公布7月工业增加值、社会消费品零售数据和 8月LPR利率数据;美国将出炉7月工业产出数据和 有着恐怖数据之称的零售销售数据。\n</blockquote>\n<blockquote>\n 财报方面: <a href=\"https://laohu8.com/S/02382\">舜宇光学科技</a>、 <a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>、Roblox、<a href=\"https://laohu8.com/S/01361\">361度</a>、 <a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>、Sea、 <a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、 <a href=\"https://laohu8.com/S/06969\">思摩尔国际</a>、 <a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、 <a href=\"https://laohu8.com/S/MNSO\">名创优品</a>、雾芯科技等公司陆续公布财报。\n</blockquote>\n<p><b>周一(8月16日)关键词:中国7月工业增加值、中国7月社会消费品零售、舜宇光学科技/腾讯音乐/Roblox财报</b><img src=\"https://static.tigerbbs.com/558a064cb01ab82f49938c8ef655a6b7\" tg-width=\"631\" tg-height=\"435\" referrerpolicy=\"no-referrer\"><b>周一市场关注的焦点在于中国的中国7月工业增加值和中国7月社会消费品零售数据。</b>作为最新一波疫情爆发以来最先发布的反映经济活动的数据,中国7月经济活动指标将显示疫情给经济造成的影响。</p>\n<p><b>财报方面,港股<a href=\"https://laohu8.com/S/02382\">舜宇光学科技</a>、<a href=\"https://laohu8.com/S/00772\">阅文集团</a>将发布财报;美股盘前,<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>、<a href=\"https://laohu8.com/S/ZH\">知乎</a>、<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>,美股盘后,<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>、<a href=\"https://laohu8.com/S/RBLX\">Roblox Corporation</a>等公司将公布财报。</b></p>\n<p><b>周二(8月17日)关键词:美国7月零售销售、美国7月工业产出、美联储主席鲍威尔讲话</b><img src=\"https://static.tigerbbs.com/2139a3b25a5de5bee7343e46f9035bc2\" tg-width=\"618\" tg-height=\"357\" referrerpolicy=\"no-referrer\"><b>周二投资者关注的焦点将是美国7月份零售销售数据。</b></p>\n<p>7月的名义零售销售增速将落后于消费者价格,表明通胀调整后商品支出第三季度开局疲软。分析师认为,当前,销售额水平比增长率更重要。商品消费支出正在从远超疫情前的水平回落。因此,目前的预测是第三季度消费支出增速将从第二季度11.8%的年化增速放缓至5%左右。零售销售将低于4月高点。如下图所示,刺激支票推动了3月-4月的销售额。</p>\n<p><b>周二市场还将关注美国7月工业产出数据。</b></p>\n<p>分析师预计7月工业产值将出现强劲反弹,主要集中在制造业。汽车零部件停产的非典型模式可能会导致季节性调整后的产量在本月出现增长,尽管零部件短缺限制了整体产值。</p>\n<p>周三纽约时段还需留意<b>美联储主席鲍威尔的讲话</b>。鲍威尔将出席由教育工作者和学生参加的虚拟市政厅会议,市场目前预计不太可能在这里发布新的政策信息,但仍需提防意外情况。</p>\n<p><b>十三届全国人大常委会第三十次会议8月17日至20日在京举行,将审议个人信息保护法草案、人口与计划生育法修正草案等多项草案。</b></p>\n<p><b>财报方面,港股<a href=\"https://laohu8.com/S/01361\">361度</a>将发布财报;美股<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>、<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>、<a href=\"https://laohu8.com/S/HD\">家得宝</a>、<a href=\"https://laohu8.com/S/SE\">Sea Limited</a>将于盘前发布财报。</b></p>\n<p><b>周三(8月18日)关键词:新西兰联储利率决议、英国7月CPI、美联储会议纪要</b><img src=\"https://static.tigerbbs.com/9decfe7f038cae8ca2caab2f5c0eaa56\" tg-width=\"631\" tg-height=\"826\" referrerpolicy=\"no-referrer\"><b>周三纽约时段,投资者可以留意美国的房地产市场数据和美联储会议纪要。</b></p>\n<p>强劲需求和低库存使得房地产市场继续面对价格压力和有限的潜在买家。密歇根大学8月份消费者信心报告中的住宅购买景气触及1981-82年经济衰退以来的最低水平。除了熟练工,建筑商继续面临材料和建筑地块的短缺。</p>\n<p>鲍威尔很可能会等到本月晚些时候杰克逊霍尔会议上谈论政策问题,但7月27-28日FOMC会议的纪要可能提供线索,预示在8月26日至28日的杰克逊霍尔会议上是否有更多QE减码的细节。一连串的美联储鹰派表态为及早而非推迟QE减码打下基础;最近的数据(包括7月CPI)和Covid-19变种带来的风险,倾向于支持将更明确的信号推迟到9月会议。</p>\n<p><b>财报方面,港股<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>、<a href=\"https://laohu8.com/S/06186\">中国飞鹤</a>将发布财报;美股<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/CSCO\">思科</a>将于盘后发布财报,<a href=\"https://laohu8.com/S/WB\">微博</a>、<a href=\"https://laohu8.com/S/ADI\">亚德诺</a>将于盘前发布财报。</b></p>\n<p><b>周四(8月19日)关键词:美国每周初请失业金人数变动、思摩尔国际/哔哩哔哩/名创优品。</b><img src=\"https://static.tigerbbs.com/80efb3bdc0d9a89a4a05a00c400addae\" tg-width=\"631\" tg-height=\"281\" referrerpolicy=\"no-referrer\">周四投资者重点留意美国每周公布一次的<b>初请失业金人数变动。</b></p>\n<p>目前为止,德尔塔毒株引发裁员的迹象非常有限。一些人不去餐馆,但总体而言餐馆预订保持稳定。加州目前的病例增长最快,前一周的首次申领失业救济人数大幅增加。不过,分析师仍然预计近期对全国数据的影响有限,风险倾向于局部爆发。</p>\n<p><b>周四凌晨的FOMC会议纪要料将成为整周市场的谈论焦点。</b></p>\n<p>任何有关缩减1200亿美元债券购买计划的讨论都将拨动科技成长股和「再通胀」概念股的跷跷板。CFRA首席投资策略分析师Sam Stovall解读称,美联储近期的动作更大的意义在于提前与市场沟通,通过给出不同Taper的方式,使得缩减的情形始终是投资者首要考虑的因素。等到这一天最终来临时,市场不会感到任何恐慌。</p>\n<p><b>财报方面,港股<a href=\"https://laohu8.com/S/06969\">思摩尔国际</a>、<a href=\"https://laohu8.com/S/02057\">中通快递-SW</a>将发布财报;美股盘前,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/MNSO\">名创优品</a>、<a href=\"https://laohu8.com/S/EL\">雅诗兰黛</a>、<a href=\"https://laohu8.com/S/M\">梅西百货</a>将发布财报。</b></p>\n<p><b>周五(8月20日)关键词:中国8月LPR、<a href=\"https://laohu8.com/S/06609\">心玮医疗-B</a>港股上市、雾芯科技财报。</b><img src=\"https://static.tigerbbs.com/f753b6f578332550a1fc8d2ed94da12f\" tg-width=\"630\" tg-height=\"434\" referrerpolicy=\"no-referrer\">周五亚洲时段,投资者可以留意一下<b>中国8月份的LPR</b>(贷款市场报价利率)</p>\n<p>分析师预计8月份中国贷款市场报价利率将持稳,尽管在上月央行全面降准后,市场对贷款市场报价利率走低的预期上升。1年期LPR(银行向企业贷款的参考利率)可能会维稳于3.85%。5年期LPR(抵押贷款参考利率)可能会持稳于4.65%。</p>\n<p><b>新股方面,创新型神经介入医疗器械公司<a href=\"https://laohu8.com/S/06609\">心玮医疗-B</a>将于周五正式登陆港交所,每股发行价160-171港元,每手50股。</b>心玮医疗是一家创新型神经介入医疗器械公司,凭借商业化产品及在研产品的广泛产品组合在中国神经介入市场占据领导地位,公司产品组合包括神经介入及心脏医疗器械。目前心玮医疗在中国拥有四款商业化产品和19款获批产品及在研产品。</p>\n<p><b>财报方面,美股<a href=\"https://laohu8.com/S/RLX\">雾芯科技</a>、<a href=\"https://laohu8.com/S/FL\">富乐客</a>、<a href=\"https://laohu8.com/S/DE\">迪尔股份有限公司</a>将于盘前发布财报。</b></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d256e82db1d71c864259845ce1d069bf","relate_stocks":{"159891":"医疗","NVDA":"英伟达","00700":"腾讯控股","TCEHY":"腾讯控股ADR"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138361386","content_text":"摘要:\n\n 事件方面:十三届全国人大常委会第三十次会议在京举行,将审议个人信息保护法草案、人口与计划生育法修正草案等多项草案。美联储主席鲍威尔等官员将发表讲话,还有市场普遍关注的美联储会议纪要。\n\n\n 数据方面:投资者可关注中国将公布7月工业增加值、社会消费品零售数据和 8月LPR利率数据;美国将出炉7月工业产出数据和 有着恐怖数据之称的零售销售数据。\n\n\n 财报方面: 舜宇光学科技、 腾讯音乐、Roblox、361度、 沃尔玛、Sea、 腾讯控股、吉利汽车、英伟达、 思摩尔国际、 哔哩哔哩、 名创优品、雾芯科技等公司陆续公布财报。\n\n周一(8月16日)关键词:中国7月工业增加值、中国7月社会消费品零售、舜宇光学科技/腾讯音乐/Roblox财报周一市场关注的焦点在于中国的中国7月工业增加值和中国7月社会消费品零售数据。作为最新一波疫情爆发以来最先发布的反映经济活动的数据,中国7月经济活动指标将显示疫情给经济造成的影响。\n财报方面,港股舜宇光学科技、阅文集团将发布财报;美股盘前,小牛电动、知乎、斗鱼,美股盘后,腾讯音乐、Roblox Corporation等公司将公布财报。\n周二(8月17日)关键词:美国7月零售销售、美国7月工业产出、美联储主席鲍威尔讲话周二投资者关注的焦点将是美国7月份零售销售数据。\n7月的名义零售销售增速将落后于消费者价格,表明通胀调整后商品支出第三季度开局疲软。分析师认为,当前,销售额水平比增长率更重要。商品消费支出正在从远超疫情前的水平回落。因此,目前的预测是第三季度消费支出增速将从第二季度11.8%的年化增速放缓至5%左右。零售销售将低于4月高点。如下图所示,刺激支票推动了3月-4月的销售额。\n周二市场还将关注美国7月工业产出数据。\n分析师预计7月工业产值将出现强劲反弹,主要集中在制造业。汽车零部件停产的非典型模式可能会导致季节性调整后的产量在本月出现增长,尽管零部件短缺限制了整体产值。\n周三纽约时段还需留意美联储主席鲍威尔的讲话。鲍威尔将出席由教育工作者和学生参加的虚拟市政厅会议,市场目前预计不太可能在这里发布新的政策信息,但仍需提防意外情况。\n十三届全国人大常委会第三十次会议8月17日至20日在京举行,将审议个人信息保护法草案、人口与计划生育法修正草案等多项草案。\n财报方面,港股361度将发布财报;美股沃尔玛、虎牙、家得宝、Sea Limited将于盘前发布财报。\n周三(8月18日)关键词:新西兰联储利率决议、英国7月CPI、美联储会议纪要周三纽约时段,投资者可以留意美国的房地产市场数据和美联储会议纪要。\n强劲需求和低库存使得房地产市场继续面对价格压力和有限的潜在买家。密歇根大学8月份消费者信心报告中的住宅购买景气触及1981-82年经济衰退以来的最低水平。除了熟练工,建筑商继续面临材料和建筑地块的短缺。\n鲍威尔很可能会等到本月晚些时候杰克逊霍尔会议上谈论政策问题,但7月27-28日FOMC会议的纪要可能提供线索,预示在8月26日至28日的杰克逊霍尔会议上是否有更多QE减码的细节。一连串的美联储鹰派表态为及早而非推迟QE减码打下基础;最近的数据(包括7月CPI)和Covid-19变种带来的风险,倾向于支持将更明确的信号推迟到9月会议。\n财报方面,港股腾讯控股、吉利汽车、中国飞鹤将发布财报;美股英伟达、思科将于盘后发布财报,微博、亚德诺将于盘前发布财报。\n周四(8月19日)关键词:美国每周初请失业金人数变动、思摩尔国际/哔哩哔哩/名创优品。周四投资者重点留意美国每周公布一次的初请失业金人数变动。\n目前为止,德尔塔毒株引发裁员的迹象非常有限。一些人不去餐馆,但总体而言餐馆预订保持稳定。加州目前的病例增长最快,前一周的首次申领失业救济人数大幅增加。不过,分析师仍然预计近期对全国数据的影响有限,风险倾向于局部爆发。\n周四凌晨的FOMC会议纪要料将成为整周市场的谈论焦点。\n任何有关缩减1200亿美元债券购买计划的讨论都将拨动科技成长股和「再通胀」概念股的跷跷板。CFRA首席投资策略分析师Sam Stovall解读称,美联储近期的动作更大的意义在于提前与市场沟通,通过给出不同Taper的方式,使得缩减的情形始终是投资者首要考虑的因素。等到这一天最终来临时,市场不会感到任何恐慌。\n财报方面,港股思摩尔国际、中通快递-SW将发布财报;美股盘前,哔哩哔哩、名创优品、雅诗兰黛、梅西百货将发布财报。\n周五(8月20日)关键词:中国8月LPR、心玮医疗-B港股上市、雾芯科技财报。周五亚洲时段,投资者可以留意一下中国8月份的LPR(贷款市场报价利率)\n分析师预计8月份中国贷款市场报价利率将持稳,尽管在上月央行全面降准后,市场对贷款市场报价利率走低的预期上升。1年期LPR(银行向企业贷款的参考利率)可能会维稳于3.85%。5年期LPR(抵押贷款参考利率)可能会持稳于4.65%。\n新股方面,创新型神经介入医疗器械公司心玮医疗-B将于周五正式登陆港交所,每股发行价160-171港元,每手50股。心玮医疗是一家创新型神经介入医疗器械公司,凭借商业化产品及在研产品的广泛产品组合在中国神经介入市场占据领导地位,公司产品组合包括神经介入及心脏医疗器械。目前心玮医疗在中国拥有四款商业化产品和19款获批产品及在研产品。\n财报方面,美股雾芯科技、富乐客、迪尔股份有限公司将于盘前发布财报。","news_type":1},"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366560219,"gmtCreate":1614513268631,"gmtModify":1704772188437,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559518468531412","authorIdStr":"3559518468531412"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FROG\">$JFrog Ltd(FROG)$</a>think it's time to buy more","listText":"<a href=\"https://laohu8.com/S/FROG\">$JFrog Ltd(FROG)$</a>think it's time to buy more","text":"$JFrog Ltd(FROG)$think it's time to buy more","images":[{"img":"https://static.tigerbbs.com/6d9abf134a0e60d371b3a8cd958684ee","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/366560219","isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":382215026,"gmtCreate":1613451120265,"gmtModify":1704880602302,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559518468531412","authorIdStr":"3559518468531412"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a>Disruptive tech that would change our day to day life. It means it's booming of course accomplished by force competition. ","listText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a>Disruptive tech that would change our day to day life. It means it's booming of course accomplished by force competition. ","text":"$Opendoor Technologies Inc(OPEN)$Disruptive tech that would change our day to day life. It means it's booming of course accomplished by force 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13:06","market":"other","language":"zh","title":"提醒:1月17日马丁·路德·金纪念日,美股休市一天","url":"https://stock-news.laohu8.com/highlight/detail?id=1119435888","media":"老虎资讯综合","summary":"2022年1月17日(下周一),因马丁·路德·金纪念日,美股休市一天。港股、A股、英股、澳大利亚和新加坡股市均照常交易。【背景简介】马丁·路德·金(Martin Luther King, Jr,192","content":"<html><head></head><body><p>2022年1月17日(下周一),因马丁·路德·金纪念日,美股休市一天。</p><p>港股、A股、英股、澳大利亚和新加坡股市均照常交易。</p><p><b>【背景简介】</b></p><p>马丁·路德·金(Martin Luther King, Jr,1929年1月15日—1968年4月4日),非裔美国人,美国牧师、社会活动家、黑人民权运动领袖。每年1月的第三个星期一,是美国联邦法定假日——马丁·路德·金纪念日。这是美国三个纪念个人的法定假日之一,另外两个是“哥伦布日”,和纪念前总统亚伯拉罕·林肯和乔治·华盛顿的“总统节”。</p><p>美国学校、政府和联邦机构在这一天都不开放。星期一会有追思仪式及纪念仪式。而在此之前的星期日,所有地区的牧师都会进行特殊布道,提醒每个人缅怀马丁·路德·金追求和平的一生。</p><p><img src=\"https://static.tigerbbs.com/a20806b6a04306399445ed6d5d60d1e4\" tg-width=\"732\" tg-height=\"549\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>提醒:1月17日马丁·路德·金纪念日,美股休市一天</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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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-01-11 13:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2022年1月17日(下周一),因马丁·路德·金纪念日,美股休市一天。</p><p>港股、A股、英股、澳大利亚和新加坡股市均照常交易。</p><p><b>【背景简介】</b></p><p>马丁·路德·金(Martin Luther King, Jr,1929年1月15日—1968年4月4日),非裔美国人,美国牧师、社会活动家、黑人民权运动领袖。每年1月的第三个星期一,是美国联邦法定假日——马丁·路德·金纪念日。这是美国三个纪念个人的法定假日之一,另外两个是“哥伦布日”,和纪念前总统亚伯拉罕·林肯和乔治·华盛顿的“总统节”。</p><p>美国学校、政府和联邦机构在这一天都不开放。星期一会有追思仪式及纪念仪式。而在此之前的星期日,所有地区的牧师都会进行特殊布道,提醒每个人缅怀马丁·路德·金追求和平的一生。</p><p><img src=\"https://static.tigerbbs.com/a20806b6a04306399445ed6d5d60d1e4\" tg-width=\"732\" tg-height=\"549\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a20806b6a04306399445ed6d5d60d1e4","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119435888","content_text":"2022年1月17日(下周一),因马丁·路德·金纪念日,美股休市一天。港股、A股、英股、澳大利亚和新加坡股市均照常交易。【背景简介】马丁·路德·金(Martin Luther King, Jr,1929年1月15日—1968年4月4日),非裔美国人,美国牧师、社会活动家、黑人民权运动领袖。每年1月的第三个星期一,是美国联邦法定假日——马丁·路德·金纪念日。这是美国三个纪念个人的法定假日之一,另外两个是“哥伦布日”,和纪念前总统亚伯拉罕·林肯和乔治·华盛顿的“总统节”。美国学校、政府和联邦机构在这一天都不开放。星期一会有追思仪式及纪念仪式。而在此之前的星期日,所有地区的牧师都会进行特殊布道,提醒每个人缅怀马丁·路德·金追求和平的一生。","news_type":1},"isVote":1,"tweetType":1,"viewCount":578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163418051,"gmtCreate":1623891106973,"gmtModify":1703822594342,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559518468531412","authorIdStr":"3559518468531412"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MDB\">$MongoDB Inc.(MDB)$</a>en lah","listText":"<a href=\"https://laohu8.com/S/MDB\">$MongoDB Inc.(MDB)$</a>en lah","text":"$MongoDB Inc.(MDB)$en lah","images":[{"img":"https://static.tigerbbs.com/9a5bb2508141a51b1ceb3276d59027d7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/163418051","isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":159153971,"gmtCreate":1624950689693,"gmtModify":1703848667445,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559518468531412","authorIdStr":"3559518468531412"},"themes":[],"htmlText":"Dada","listText":"Dada","text":"Dada","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159153971","repostId":"2146158831","repostType":4,"repost":{"id":"2146158831","pubTimestamp":1624893910,"share":"https://ttm.financial/m/news/2146158831?lang=&edition=fundamental","pubTime":"2021-06-28 23:25","market":"sh","language":"zh","title":"英伟达股价首次站上800美元 现涨超5% 总市值逼近5000亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2146158831","media":"新浪财经","summary":"英伟达站上800美元大关,涨幅超5%,续刷历史新高。截止目前,成交金额达到52.22亿美元,总市值达到4986亿美元。","content":"<span><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>站上800美元大关,涨幅超5%,续刷历史新高。截止目前,成交金额达到52.22亿美元,总市值达到4986亿美元。</span><p>此前英伟达宣布将于7月20日1:4拆股。</p>","source":"sina_symbol","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>英伟达股价首次站上800美元 现涨超5% 总市值逼近5000亿美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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英伟达股价首次站上800美元 现涨超5% 总市值逼近5000亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 23:25 北京时间 <a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2021-06-28/doc-ikqciyzk2418178.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达站上800美元大关,涨幅超5%,续刷历史新高。截止目前,成交金额达到52.22亿美元,总市值达到4986亿美元。此前英伟达宣布将于7月20日1:4拆股。</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2021-06-28/doc-ikqciyzk2418178.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2021-06-28/doc-ikqciyzk2418178.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146158831","content_text":"英伟达站上800美元大关,涨幅超5%,续刷历史新高。截止目前,成交金额达到52.22亿美元,总市值达到4986亿美元。此前英伟达宣布将于7月20日1:4拆股。","news_type":1},"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164909891,"gmtCreate":1624163551313,"gmtModify":1703829932067,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559518468531412","authorIdStr":"3559518468531412"},"themes":[],"htmlText":"Hehe","listText":"Hehe","text":"Hehe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164909891","repostId":"2144706272","repostType":4,"repost":{"id":"2144706272","pubTimestamp":1624242918,"share":"https://ttm.financial/m/news/2144706272?lang=&edition=fundamental","pubTime":"2021-06-21 10:35","market":"hk","language":"zh","title":"新式茶饮第一股,奈雪的茶值多少钱?","url":"https://stock-news.laohu8.com/highlight/detail?id=2144706272","media":"格隆汇","summary":"奈雪的茶发布公告称,公司于2021年6月18日至6月23日期间招股,拟全球发售2.57亿股,其中香港公开发售占10%,国际发售占90%,另附15%超额配股权。入场费9999.8港元。本次发售价为每股1","content":"<p><a href=\"https://laohu8.com/S/02150\">奈雪的茶</a>发布公告称,公司于2021年6月18日至6月23日期间招股,拟全球发售2.57亿股,其中香港公开发售占10%,国际发售占90%,另附15%超额配股权。入场费9999.8港元。本次发售价为每股17.2港元-19.8港元,奈雪的茶预计将取得的全球发售所得款项净额为48.42亿港元。</p>\n<p>作为新式茶饮第一股,资本市场对奈雪的追捧可以预见,不过发热之余,我们还是大概估下奈雪的茶应该值多少钱,也好在市场的波动中有个锚。</p>\n<p>影响公司估值的主要有三个方面的因素,一个是成长性,一个是行业格局,一个是公司的竞争力。前者关乎公司能以多快的速度变多大,越快成长自然给的估值越高,后面两个关乎可持续性。我们分这三点来讨论奈雪。</p>\n<p>先说成长性,成长性又可以分两点,一点是行业成长性,一点是公司自身的成长性,前者会为后者助力。</p>\n<p>奈雪所在的领域为现制茶饮,按价格带可以划分为高端(平均价格20以上),中端(平均价格10-20),低端(平均价格10元以下),奈雪处在高端价格带。</p>\n<p>在中国茶饮市场,从过去5年的情况看,增长速度最快的是现制茶饮。<img src=\"https://static.tigerbbs.com/f2203f56643659e4dc9b78c44ffb7ac4\" tg-width=\"1080\" tg-height=\"759\" referrerpolicy=\"no-referrer\">而在现制茶饮里,增长最好的又是高端现制茶饮。2015年-2020年的年复合增长速度高达75.8%,行业规模达到了129亿人民币。这个成长符合我们的认知,因为这几年我们见证了奈雪的火爆。根据灼炽咨询的报告,2020年-2025年高端茶饮将继续延续高成长,年复合增速达32.2%。<img src=\"https://static.tigerbbs.com/2e476f153c978a28e57f09dc34393753\" tg-width=\"1080\" tg-height=\"759\" referrerpolicy=\"no-referrer\">这样来讲,奈雪是踏在了一条高成长的赛道上。那奈雪自身的成长性呢?</p>\n<p>2015年奈雪在深圳开了第一间门店,到2020年底,奈雪的茶门店数量达491间,截至到招股书最后可执行日期达562间。2018年和2019年底的奈雪的茶门店数目则分别是155间和327间。</p>\n<p>一个店投下去,既是需求流量点,也是产能点。所以凭借门店网络的扩张,奈雪的营收扶摇直上,2018年-2020年所有奈雪的茶门店营收分别是9.09亿,22.91亿,28.71亿,2019年和2020年的同比增速分别是152%和25%。</p>\n<p>奈雪的茶未来成长性主要取决于门店的持续扩张,那门店数量的天花板可能在哪?</p>\n<p>一种我们可以看<a href=\"https://laohu8.com/S/SBUX\">星巴克</a>,星巴克在中国有5000家门店。奈雪的茶产品定位与星巴克有些类似,这样我们也可以说奈雪的茶潜在空间可以在5000家。</p>\n<p>从当前看,奈雪的茶一共入驻了70多[1] 个城市,其中深圳门店最多,91家,另外三家一线城市北京、上海、广州分别有22家、33家和24家。这些城市规模与深圳相似,消费者有对高端现制茶饮的强劲需求。在北上广如此,奈雪的茶在其他城市的渗透率就更低,在许多城市还是空白(星巴克入驻了中国230个城市,中国有4个直辖市,293个地级市)。从这个角度看,奈雪的茶开店空间是可以在5000家,甚至更高。</p>\n<p>从另一个角度看,奈雪一般喜欢开在繁华的商圈,这样的商圈,国内一线城市有476个,二线1431个,三线及以下2020个,共计3927个。从这个角度看,奈雪的茶门店空间是可以在在数千家。</p>\n<p>所以就成长性看,奈雪是不错的。</p>\n<p>但成长性只是一种设想,现实并非是真空环境,由奈雪的茶一家独来。我们转向看行业格局以及奈雪的竞争力。</p>\n<p>行业格局上,目前高端现制茶饮市场集中度相对较高。根据灼识咨询数据,高端现制茶饮品牌CR5市占率高达55%,其中奈雪的市占率为18.9%,显著高于其它竞品。<img src=\"https://static.tigerbbs.com/ad8c30f2650848765e8547636aebd90d\" tg-width=\"1080\" tg-height=\"496\" referrerpolicy=\"no-referrer\">这个行业经过几年的发展,现在头部品牌的市场份额优势非常明显。</p>\n<p>那高端茶饮的竞争壁垒在哪?</p>\n<p>个人来看,可以分三点,一是供应链管理,二是标准化输出,三是品牌力。</p>\n<p>先讲供应链管理。高端现制茶饮,用的原材料包括上乘茶叶、鲜奶、新鲜时令水果等。像上乘茶叶、鲜奶还好,已经比较工业化生产了,同时储存和运输相对方便,但新鲜水果上,供应链就要复杂得多。怎么保证产品质量,怎么保证储存减少损耗,都是麻烦。以奈雪为例,材料成本占现制茶饮营收比例为34%左右,其中76%是原材料,剩下是包装材料。</p>\n<p>这可以看到,原材料成本的波动对利润端的影响很显著。高端现制茶饮就产品形态来说,并没有多少进入门槛,但难在供应链管控上。<img src=\"https://static.tigerbbs.com/ffe74e2114383895b2b909fa93985900\" tg-width=\"1080\" tg-height=\"759\" referrerpolicy=\"no-referrer\">奈雪能走到这个份额地步,在供应链上的管控应该是领先于同行的。</p>\n<p>供应链的管控也会影响到第二个竞争力,标准化输出。但除了供应链外,高端茶饮的标准化输出还有其它难点。</p>\n<p>咖啡的制作流程简单,单人操作就可以完成了。而高端茶饮相对要复杂,尽管制作流程分工明确,但需要多人参与,并且新鲜水果处理相对要复杂。奈雪还有现场烘焙,流程也复杂,所以门店配置的人员多。</p>\n<p>奈雪的标准门店平均人员配置是21人,2020年10月开始主推去掉现制烘焙的PRO店,平均人员配置大概13人。</p>\n<p>人多,流程复杂,培训和管理难度就大,这就增加了标准化输出的难度,但同时也构成了竞争壁垒。</p>\n<p>这也是国内高端现制茶饮基本走直营的原因之一。供应链复杂,流程复杂,放开加盟,巨大的利益驱使,容易乱来。</p>\n<p>第三点就是品牌力,其实我个人觉得这点重要,但也不是那么重要。现在这个社会,品牌力当然重要,但打造一个网红品牌似乎也不是太难。品牌力可以锦上添花,但核心还是前面两个内力要硬。</p>\n<p>奈雪现在做到了行业龙头,这三点竞争力应该是过关的。</p>\n<p>有一点投资者可能比较担心,就是奈雪的运营成本。把成本拆解一下,奈雪跟早期星巴克,跟现在港股的餐饮企业,一个显著的特点是租金成本高。奈雪的租金成本15个点,星巴克早期4个多点,港股里的<a href=\"https://laohu8.com/S/06862\">海底捞</a>8个多点,<a href=\"https://laohu8.com/S/09922\">九毛九</a>10个点左右。<img src=\"https://static.tigerbbs.com/aa3e1932cef8f2b1d56c37f72ac2576c\" tg-width=\"1080\" tg-height=\"759\" referrerpolicy=\"no-referrer\">这主要跟奈雪开大店,开在繁华商圈有关。不过,公司门店层面的盈利能力是还不错的,经营利润率2019年有16.3%,2020年受疫情影响也有12.2%。<img src=\"https://static.tigerbbs.com/1b8c1faadb01599e49de8f9363252ec8\" tg-width=\"1080\" tg-height=\"496\" referrerpolicy=\"no-referrer\">只要门店层面是盈利的,随着规模扩大,可以摊销更多的总部费用,从而提高盈利能力。另外,奈雪未来的运营成本也会继续下降,这一是来源于规模扩大的供应链优势,二是品牌力提升的租金议价能力。另外,向低线城市扩张也会降低租金成本,因为更低线城市的租金成本相对来说要低些。</p>\n<p>那奈雪到底该怎么给估值呢?</p>\n<p>从上面的分析可以知道,奈雪的商业模式和成长性接近早期的星巴克,当前港股九毛九旗下的太二。我们比较下早期的星巴克和当前香港的餐饮股估值。</p>\n<p>星巴克1992年6月上市,上市之初市值大概0.14亿美元,动态PE大概53倍,市销率2.2倍。当年门店数量165家,由于非常好的成长性,1992年和1993年估值基本维持在80倍上下,最高到过100倍,市销率大概在4倍到6倍之间。</p>\n<p>香港的海底捞和九毛九,当前的市值对应2020年的净利润估值分别是数百倍,当然这跟2020年餐饮企业利润端破坏比较大有关,按券商对2021年的预计利润看,分别是35倍和70倍。如果以2019年的净利润看,分别是73倍和216倍。看市销率的话,对应2020年,分别是6倍和13倍,对就券商的2021年一致预期,分别是3.13倍和6.8倍。</p>\n<p>相比当年的星巴克,香港给海底捞和九毛九的估值是比较夸张的。</p>\n<p>奈雪现在仍处于高速成长期,我们用PS进行估值。如果按星巴克当年上市的标准来估,2020年奈雪的总营收是30亿,按4倍-6倍的PS,大概是120亿-180亿之间。</p>\n<p>当然,我们说过了,1992年星巴克的估值明显给的非常保守,相比后面的巨大涨幅,用这个估值拿到的投资人真是太幸福。海底捞的门店数量已经很多,也这了快速成长期,用九毛九会更合适,奈雪接近太二的逻辑。</p>\n<p>因为现在2021年已经要过去一半,用2021年的预测营收估可能更合适。九毛九是6.8倍,奈雪2021年的预计营收是55-58亿,给6倍-7倍PS的话,大概是440亿-460亿港币之间。</p>\n<p>按招股价算,奈雪现在是295-340亿港币,还是有很大空间的。</p>","source":"gelonghui_highlight","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>新式茶饮第一股,奈雪的茶值多少钱?</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新式茶饮第一股,奈雪的茶值多少钱?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 10:35 北京时间 <a href=https://mp.weixin.qq.com/s/OvCmuObBOPdLw6h6liTN2Q><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>奈雪的茶发布公告称,公司于2021年6月18日至6月23日期间招股,拟全球发售2.57亿股,其中香港公开发售占10%,国际发售占90%,另附15%超额配股权。入场费9999.8港元。本次发售价为每股17.2港元-19.8港元,奈雪的茶预计将取得的全球发售所得款项净额为48.42亿港元。\n作为新式茶饮第一股,资本市场对奈雪的追捧可以预见,不过发热之余,我们还是大概估下奈雪的茶应该值多少钱,也好在市场...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/OvCmuObBOPdLw6h6liTN2Q\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7f17df5f6c218834b209936ec178db28","relate_stocks":{"02150":"奈雪的茶"},"source_url":"https://mp.weixin.qq.com/s/OvCmuObBOPdLw6h6liTN2Q","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2144706272","content_text":"奈雪的茶发布公告称,公司于2021年6月18日至6月23日期间招股,拟全球发售2.57亿股,其中香港公开发售占10%,国际发售占90%,另附15%超额配股权。入场费9999.8港元。本次发售价为每股17.2港元-19.8港元,奈雪的茶预计将取得的全球发售所得款项净额为48.42亿港元。\n作为新式茶饮第一股,资本市场对奈雪的追捧可以预见,不过发热之余,我们还是大概估下奈雪的茶应该值多少钱,也好在市场的波动中有个锚。\n影响公司估值的主要有三个方面的因素,一个是成长性,一个是行业格局,一个是公司的竞争力。前者关乎公司能以多快的速度变多大,越快成长自然给的估值越高,后面两个关乎可持续性。我们分这三点来讨论奈雪。\n先说成长性,成长性又可以分两点,一点是行业成长性,一点是公司自身的成长性,前者会为后者助力。\n奈雪所在的领域为现制茶饮,按价格带可以划分为高端(平均价格20以上),中端(平均价格10-20),低端(平均价格10元以下),奈雪处在高端价格带。\n在中国茶饮市场,从过去5年的情况看,增长速度最快的是现制茶饮。而在现制茶饮里,增长最好的又是高端现制茶饮。2015年-2020年的年复合增长速度高达75.8%,行业规模达到了129亿人民币。这个成长符合我们的认知,因为这几年我们见证了奈雪的火爆。根据灼炽咨询的报告,2020年-2025年高端茶饮将继续延续高成长,年复合增速达32.2%。这样来讲,奈雪是踏在了一条高成长的赛道上。那奈雪自身的成长性呢?\n2015年奈雪在深圳开了第一间门店,到2020年底,奈雪的茶门店数量达491间,截至到招股书最后可执行日期达562间。2018年和2019年底的奈雪的茶门店数目则分别是155间和327间。\n一个店投下去,既是需求流量点,也是产能点。所以凭借门店网络的扩张,奈雪的营收扶摇直上,2018年-2020年所有奈雪的茶门店营收分别是9.09亿,22.91亿,28.71亿,2019年和2020年的同比增速分别是152%和25%。\n奈雪的茶未来成长性主要取决于门店的持续扩张,那门店数量的天花板可能在哪?\n一种我们可以看星巴克,星巴克在中国有5000家门店。奈雪的茶产品定位与星巴克有些类似,这样我们也可以说奈雪的茶潜在空间可以在5000家。\n从当前看,奈雪的茶一共入驻了70多[1] 个城市,其中深圳门店最多,91家,另外三家一线城市北京、上海、广州分别有22家、33家和24家。这些城市规模与深圳相似,消费者有对高端现制茶饮的强劲需求。在北上广如此,奈雪的茶在其他城市的渗透率就更低,在许多城市还是空白(星巴克入驻了中国230个城市,中国有4个直辖市,293个地级市)。从这个角度看,奈雪的茶开店空间是可以在5000家,甚至更高。\n从另一个角度看,奈雪一般喜欢开在繁华的商圈,这样的商圈,国内一线城市有476个,二线1431个,三线及以下2020个,共计3927个。从这个角度看,奈雪的茶门店空间是可以在在数千家。\n所以就成长性看,奈雪是不错的。\n但成长性只是一种设想,现实并非是真空环境,由奈雪的茶一家独来。我们转向看行业格局以及奈雪的竞争力。\n行业格局上,目前高端现制茶饮市场集中度相对较高。根据灼识咨询数据,高端现制茶饮品牌CR5市占率高达55%,其中奈雪的市占率为18.9%,显著高于其它竞品。这个行业经过几年的发展,现在头部品牌的市场份额优势非常明显。\n那高端茶饮的竞争壁垒在哪?\n个人来看,可以分三点,一是供应链管理,二是标准化输出,三是品牌力。\n先讲供应链管理。高端现制茶饮,用的原材料包括上乘茶叶、鲜奶、新鲜时令水果等。像上乘茶叶、鲜奶还好,已经比较工业化生产了,同时储存和运输相对方便,但新鲜水果上,供应链就要复杂得多。怎么保证产品质量,怎么保证储存减少损耗,都是麻烦。以奈雪为例,材料成本占现制茶饮营收比例为34%左右,其中76%是原材料,剩下是包装材料。\n这可以看到,原材料成本的波动对利润端的影响很显著。高端现制茶饮就产品形态来说,并没有多少进入门槛,但难在供应链管控上。奈雪能走到这个份额地步,在供应链上的管控应该是领先于同行的。\n供应链的管控也会影响到第二个竞争力,标准化输出。但除了供应链外,高端茶饮的标准化输出还有其它难点。\n咖啡的制作流程简单,单人操作就可以完成了。而高端茶饮相对要复杂,尽管制作流程分工明确,但需要多人参与,并且新鲜水果处理相对要复杂。奈雪还有现场烘焙,流程也复杂,所以门店配置的人员多。\n奈雪的标准门店平均人员配置是21人,2020年10月开始主推去掉现制烘焙的PRO店,平均人员配置大概13人。\n人多,流程复杂,培训和管理难度就大,这就增加了标准化输出的难度,但同时也构成了竞争壁垒。\n这也是国内高端现制茶饮基本走直营的原因之一。供应链复杂,流程复杂,放开加盟,巨大的利益驱使,容易乱来。\n第三点就是品牌力,其实我个人觉得这点重要,但也不是那么重要。现在这个社会,品牌力当然重要,但打造一个网红品牌似乎也不是太难。品牌力可以锦上添花,但核心还是前面两个内力要硬。\n奈雪现在做到了行业龙头,这三点竞争力应该是过关的。\n有一点投资者可能比较担心,就是奈雪的运营成本。把成本拆解一下,奈雪跟早期星巴克,跟现在港股的餐饮企业,一个显著的特点是租金成本高。奈雪的租金成本15个点,星巴克早期4个多点,港股里的海底捞8个多点,九毛九10个点左右。这主要跟奈雪开大店,开在繁华商圈有关。不过,公司门店层面的盈利能力是还不错的,经营利润率2019年有16.3%,2020年受疫情影响也有12.2%。只要门店层面是盈利的,随着规模扩大,可以摊销更多的总部费用,从而提高盈利能力。另外,奈雪未来的运营成本也会继续下降,这一是来源于规模扩大的供应链优势,二是品牌力提升的租金议价能力。另外,向低线城市扩张也会降低租金成本,因为更低线城市的租金成本相对来说要低些。\n那奈雪到底该怎么给估值呢?\n从上面的分析可以知道,奈雪的商业模式和成长性接近早期的星巴克,当前港股九毛九旗下的太二。我们比较下早期的星巴克和当前香港的餐饮股估值。\n星巴克1992年6月上市,上市之初市值大概0.14亿美元,动态PE大概53倍,市销率2.2倍。当年门店数量165家,由于非常好的成长性,1992年和1993年估值基本维持在80倍上下,最高到过100倍,市销率大概在4倍到6倍之间。\n香港的海底捞和九毛九,当前的市值对应2020年的净利润估值分别是数百倍,当然这跟2020年餐饮企业利润端破坏比较大有关,按券商对2021年的预计利润看,分别是35倍和70倍。如果以2019年的净利润看,分别是73倍和216倍。看市销率的话,对应2020年,分别是6倍和13倍,对就券商的2021年一致预期,分别是3.13倍和6.8倍。\n相比当年的星巴克,香港给海底捞和九毛九的估值是比较夸张的。\n奈雪现在仍处于高速成长期,我们用PS进行估值。如果按星巴克当年上市的标准来估,2020年奈雪的总营收是30亿,按4倍-6倍的PS,大概是120亿-180亿之间。\n当然,我们说过了,1992年星巴克的估值明显给的非常保守,相比后面的巨大涨幅,用这个估值拿到的投资人真是太幸福。海底捞的门店数量已经很多,也这了快速成长期,用九毛九会更合适,奈雪接近太二的逻辑。\n因为现在2021年已经要过去一半,用2021年的预测营收估可能更合适。九毛九是6.8倍,奈雪2021年的预计营收是55-58亿,给6倍-7倍PS的话,大概是440亿-460亿港币之间。\n按招股价算,奈雪现在是295-340亿港币,还是有很大空间的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108346298,"gmtCreate":1620002281514,"gmtModify":1704337120984,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559518468531412","authorIdStr":"3559518468531412"},"themes":[],"htmlText":"It's becoming SO nicely ","listText":"It's becoming SO nicely ","text":"It's becoming SO nicely","images":[{"img":"https://static.tigerbbs.com/615b7861600d79685bf964c3ded8c4d8","width":"1080","height":"2003"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/108346298","isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":296483912384592,"gmtCreate":1713421376273,"gmtModify":1713421380903,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559518468531412","authorIdStr":"3559518468531412"},"themes":[],"htmlText":"It's good time ","listText":"It's good time ","text":"It's good time","images":[{"img":"https://community-static.tradeup.com/news/704bed488725e7da4b2d1342915ae2fc","width":"750","height":"1250"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296483912384592","isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":292106853036152,"gmtCreate":1712341065664,"gmtModify":1712369234165,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559518468531412","authorIdStr":"3559518468531412"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 69 Haha, see how it goes. ","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 69 Haha, see how it goes. ","text":"$特斯拉(TSLA)$ 69 Haha, see how it goes.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/292106853036152","isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830646899,"gmtCreate":1629072596111,"gmtModify":1676529919744,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559518468531412","authorIdStr":"3559518468531412"},"themes":[],"htmlText":"GS just bought a lot? Anyone can add on clearty please. ","listText":"GS just bought a lot? Anyone can add on clearty please. ","text":"GS just bought a lot? 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?","images":[{"img":"https://static.tigerbbs.com/efa87e8bc3243dcf7663f9ac4c7028e0","width":"1080","height":"1971"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800827116","isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":143768995,"gmtCreate":1625818899817,"gmtModify":1703749172888,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559518468531412","authorIdStr":"3559518468531412"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/143768995","repostId":"1107863492","repostType":4,"isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149065458,"gmtCreate":1625695841874,"gmtModify":1703746425280,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559518468531412","authorIdStr":"3559518468531412"},"themes":[],"htmlText":"Think 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22:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月18日,美股银行股全线走低,<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>跌超3%,<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/C\">花旗</a>、<a href=\"https://laohu8.com/S/WFC\">富国银行</a>跌超2%。</p>\n<p><img src=\"https://static.tigerbbs.com/df18303a57b0ffabb7ca840e5e8bc4f3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"GS":"高盛","MS":"摩根士丹利","WFC":"富国银行","JPM":"摩根大通","C":"花旗","BAC":"美国银行"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168123084","content_text":"6月18日,美股银行股全线走低,摩根士丹利、美国银行跌超3%,摩根大通、高盛、花旗、富国银行跌超2%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}