六只手 personal page - To The Moon

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2023-01-09

$Builders FirstSource(BLDR)$

2022-09-11

$标普500波动率指数(VIX)$👍👍

2022-09-07

2022-09-05

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2022-09-05

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苹果、华为“捅破天”的技术，要带起6万亿市场

2022-08-28

$Builders FirstSource(BLDR)$ adui...

2022-08-25

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2022-08-24

$Builders FirstSource(BLDR)$oh no

2022-08-23

$纳指三倍做空ETF(SQQQ)$$

2022-08-23

$苹果(AAPL)$12345

2022-08-21

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美股的过度乐观开始修正？

2022-08-20

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2022-03-11

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异动 | 新能源汽车股持续下挫，蔚来、小鹏汽车跌超10%

2022-02-23

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异动 | 避险情绪消退！美股盘前止跌反弹

2022-01-06

$Restaurant Brands International Inc(QSR)$OMG...

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data-views=\"1\"></v-v>","text":"$苹果(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9938989897","isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933747249,"gmtCreate":1662350528281,"gmtModify":1676537043183,"author":{"id":"3565507635855257","authorId":"3565507635855257","name":"六只手","avatar":"https://community-static.tradeup.com/news/ae9a5aae21b0d13ed42d525a5588c0a0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565507635855257","authorIdStr":"3565507635855257"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BLDR\">$Builders FirstSource(BLDR)$</a>👍👍","listText":"<a href=\"https://ttm.financial/S/BLDR\">$Builders FirstSource(BLDR)$</a>👍👍","text":"$Builders FirstSource(BLDR)$👍👍","images":[{"img":"https://community-static.tradeup.com/news/7356bd72a3e996ed36981d1da2126d4f","width":"1080","height":"2275"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9933747249","isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9933744867,"gmtCreate":1662350370560,"gmtModify":1676537043137,"author":{"id":"3565507635855257","authorId":"3565507635855257","name":"六只手","avatar":"https://community-static.tradeup.com/news/ae9a5aae21b0d13ed42d525a5588c0a0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565507635855257","authorIdStr":"3565507635855257"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9933744867","repostId":"1138935850","repostType":4,"repost":{"id":"1138935850","kind":"news","pubTimestamp":1662347645,"share":"https://ttm.financial/m/news/1138935850?lang=&edition=fundamental","pubTime":"2022-09-05 11:14","market":"us","language":"zh","title":"苹果、华为“捅破天”的技术，要带起6万亿市场","url":"https://stock-news.laohu8.com/highlight/detail?id=1138935850","media":"智东西","summary":"苹果搞了五年的卫星通信，华为要抢先发布了。","content":"<html><head></head><body><p>文/云鹏</p><p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>搞了五年的卫星通信，华为要抢先发布了。</p><p>苹果今年秋季发布会邀请函的“太空”主题，让不少业内人士猜测，苹果iPhone 14系列将会支持传言已久的“卫星通信（satellite communication）”功能。</p><p><img src=\"https://static.tigerbbs.com/f18353155b97d427c2bed5a8360d19ec\" tg-width=\"425\" tg-height=\"833\" referrerpolicy=\"no-referrer\"/></p><p>就在本周，知名苹果分析师郭明錤公布了他对于苹果卫星通信功能的最新研究，他认为，iPhone支持卫星通信已是必然，但该功能是否会在iPhone 14中落地，仍不能完全确定。</p><p><img src=\"https://static.tigerbbs.com/9eeced6fb7cbadb39705a7f52487c03c\" tg-width=\"550\" tg-height=\"553\" referrerpolicy=\"no-referrer\"/></p><p>早在去年，郭明錤就预测iPhone 13系列可能会支持卫星通信，然而最终该预言并未成真。彭博社记者马克·古尔曼（Mark Gurman）也曾对苹果的卫星通信功能将具备哪些功能进行了前瞻。</p><p>郭明錤还提到，华为即将于9月6日发布的Mate50系列手机，可能会通过基于北斗系统的卫星通信提供发送紧急短讯的能力。</p><p>郭明錤话音刚落，华为终端业务CEO、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>汽车解决方案BU CEO余承东就放话称，华为Mate50将发布一项“捅破天”的技术。随后有华为内部人士向媒体证实，华为Mate50的确将支持卫星通信功能。</p><p><img src=\"https://static.tigerbbs.com/df76ef27e053384f384af515c68ba8fe\" tg-width=\"550\" tg-height=\"277\" referrerpolicy=\"no-referrer\"/></p><p>也就是说，华为大概率将抢先苹果发布卫星通信功能。</p><p>苹果华为为何接连押宝卫星通信？一部支持卫星通信的iPhone到底能做什么，而一部iPhone要想支持卫星通信又需要做哪些调整，未来卫星通信是否会颠覆我们今天的蜂窝移动网络？</p><p>一场移动通信技术领域的新变革，正在酝酿。</p><p><b>01．</b></p><p><b>卫星通信能“救命”，或成智能手机必备</b></p><p>前文彭博社记者古尔曼提到，苹果想在iPhone上实现卫星通信功能，已经不是一天两天了。</p><p>苹果为什么对卫星通信情有独钟，这个功能有什么用呢？</p><p>一句话总结，该功能将允许我们在没有手机信号覆盖的区域发消息、打电话。</p><p>比如在一些手机没有信号的紧急情况下，我们可以快速给紧急联系人发送消息；在一些坠机事故中，事故地点往往十分偏远，手机没有信号，这时我们就可以利用卫星通信及时上报事故情况。</p><p>当然，对于在偏远地区旅行或探险中走失的人来说，在一些偏远山区、湖泊等没有4G或5G信号覆盖的地方，这一功能也能起到“救命”的作用。</p><p>郭明錤认为，近年来日益频繁的自然灾害和地缘政治冲突，可能会让基于卫星通信的紧急通讯能力成为智能手机的必备功能。</p><p>说到这里，你可能会有一些“大胆的想法”，如果iPhone可以在没有信号的情况下通信，那是不是意味着，我们可以摆脱蜂窝移动网络的限制，不再需要办理移动网络套餐了呢？</p><p>就目前知情人士透露信息来看，苹果卫星通信功能初期应用范围还比较有限，主要集中于一些危机情况的处理。</p><p><img src=\"https://static.tigerbbs.com/b5323ee5a63164caf27dded04b65201d\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p>知情人士称，苹果现在至少在开发两个具体的“应急功能（emergency features）”，而这种应急功能都将依赖于卫星网络，苹果将在未来的iPhone中应用这些功能。</p><p>第一个功能将被称为“通过卫星发送紧急信息（Emergency Message via Satellite）”，用户可以在手机没信号的时候，通过卫星网络发送紧急信息。</p><p>这一功能将会被集成在iOS的信息App中，以“灰色气泡”形式出现，而非普通消息的绿色或蓝色气泡。</p><p>第二个功能将是重大事故报告，比如飞机坠毁、船舶沉没，该功能同样需要卫星网络支持。</p><p>实现重大事故报告的苹果卫星通信工具，其内部代号为“Stewie”，该工具将会限制发送信息的长度，而这些信息将会被自动发送到紧急联系人的手机上，即使紧急联系人已经设置了“勿扰”，手机也会收到信息并进行提示。</p><p>在该功能中，手机会询问用户遇到了什么样的危机情况，涉及汽车、船舶、飞机还是火灾。此外，用户还可以进一步上报更具体的信息，比如是否有人员伤亡、是否需要搜救服务、是否有可疑行为或涉及枪支威胁。</p><p>当用户使用该紧急服务时，手机会发送用户的位置信息和医疗ID，医疗ID是苹果健康App中的一张虚拟卡片，记录了用户的年龄、病史、用药情况以及身高体重等信息。</p><p>苹果内部曾设计了一种发送方式，用户只要输入“Emergency SOS（紧急求救）”这组短语，手机就会自动将信息发送给紧急联系人。</p><p>苹果内部还测试了一种连接卫星的方法，该方法要求用户在户外朝着某个方向行走，以帮助iPhone获取卫星信号，并且这种连接并不是即时的，有时可能需要一分钟左右的时间才能完成。</p><p>除了发送短信，该卫星通信工具后续可能还会具备处理卫星电话呼叫的能力。</p><p><img src=\"https://static.tigerbbs.com/f88036aaa8407c20f00a536977da71fa\" tg-width=\"550\" tg-height=\"550\" referrerpolicy=\"no-referrer\"/></p><p>不过说到底，这些功能能否实现，部分要取决于卫星的可用性以及当地法规是否允许。很显然，该功能并不适用于所有国家和地区。</p><p><b>02．</b></p><p><b>硬件测试已就位，定制基带芯片，苹果还要“放卫星”？</b></p><p>上述这些功能，早已酝酿多时。实际上，苹果多年来一直致力于卫星相关技术的研究，彭博社称，苹果团队在该领域的探索最早可以追溯到2017年。</p><p>2021年8月29日，郭明錤预测iPhone 13系列将会支持卫星通信能力。他提到，iPhone 13系列上搭载的<a href=\"https://laohu8.com/S/QCOM\">高通</a>X60 5G基带将会支持低轨卫星通信（low-earth orbit satellite communications）。</p><p>郭明錤做出这些判断的主要依据是苹果5G基带供应商高通与美国<a href=\"https://laohu8.com/S/GSAT\">全球星</a>（Globalstar）公司在该领域有合作。</p><p>关于具体的商业模式，他认为，如果用户的运营商（比如T-Mobile、Verizon）已经与全球星合作，那么用户就可以通过运营商的服务直接使用全球星的卫星通信服务。</p><p>在郭明錤最新分析中，他提到苹果现在已经完成了卫星通信功能的硬件测试，苹果是否会具体应用这一功能，还取决于苹果和运营商能否谈妥商业模式。</p><p>他认为，苹果早在iPhone 13时期就完成了卫星通信功能的硬件开发，但当时还没有确定好商业模式。</p><p>一旦苹果iPhone具备了卫星通信功能，它将是第一款支持该功能的主流智能手机。郭明錤还提到，其他手机厂商如果也想使用卫星通信功能，很可能将会晚于苹果一年。</p><p>卫星电话并不是什么新鲜事物，目前消费级的卫星电话也已经可以很容易的购买到。卫星电话一般都需要有一个体积较大的独立天线，在一些情况下，还需要一些其他辅助设备来捕捉和中继卫星信号。</p><p><img src=\"https://static.tigerbbs.com/a6fc40c46b0f4e5cfefdf8a0b5d261ff\" tg-width=\"550\" tg-height=\"427\" referrerpolicy=\"no-referrer\"/>▲市面上常见的卫星电话及附件</p><p>苹果会对基带芯片做哪些“定制”以实现这一功能？苹果会如何设计实现该通信功能的天线？这些问题仍然没有明确答案，也是业内颇为关注的。但可以确定的是，为了连接卫星，苹果的确需要一种区别于现有5G基带的“定制”通信芯片。</p><p><img src=\"https://static.tigerbbs.com/56224f71d750b0bf58685141398b7b44\" tg-width=\"550\" tg-height=\"312\" referrerpolicy=\"no-referrer\"/></p><p>郭明錤还提到，苹果在iPhone上尝试卫星通信技术，只是一个开始，未来苹果的MR头显，甚至是苹果的电动汽车也将通过卫星通信技术的加入而实现体验的提升。</p><p>前不久，古尔曼曾透露，苹果将要推出的“Pro”版Apple Watch也将支持卫星通信功能。</p><p><img src=\"https://static.tigerbbs.com/2b111b89cfb4e51c1b8cff2a5509ae1a\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p>彭博社报道透露，在更远的未来，苹果甚至考虑最终会部署自己的卫星，但近期功能的实现会依赖现有卫星网络。</p><p>考虑到苹果倾向于将关键技术掌握在自己手里的习惯，如果他们真的自研通信卫星并发射到太空中，组建自己的卫星通信网络，我们也不会太过意外。</p><p><b>03．</b></p><p><b>独享苹果大单的“全球星”是何许人也？</b></p><p>虽然苹果的理想很丰满，但回归现实，今年我们真的能看到卫星通信落地iPhone 14吗？</p><p>彭博社联系到的另一位知情人士透露，尽管iPhone 14上可能已经搭载了实现卫星通信所需要的硬件，但实际的卫星通信功能可能还没有准备好，他认为至少到2023年苹果才能够将这些功能准备好。</p><p>所以尽管业内猜测不少，但苹果很可能在9月8日真正发布iPhone 14之前临时将这些特性更改或者直接放弃。</p><p>按照苹果的习惯，一项功能如果没有打磨成熟，它是绝对不会拿出来发布的。</p><p>不管苹果iPhone 14是否会支持卫星通信功能，前文提到的潜在合作方全球星的股价是实实在在的狂涨了一波，近一个月，全球星股价涨幅超过了33%。</p><p><img src=\"https://static.tigerbbs.com/7dc4015bcdf21aa75aa9a204ec25477e\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/>▲全球星近一个月股价走势图，来源：<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>财经</p><p>全球星此前曾公布，自己已经与一个“未公开合作方”签署了一份协议，用于开发一项新的服务。有业内人士认为，该合作方大概率是苹果。</p><p><a href=\"https://laohu8.com/S/IRDM\">铱星通讯</a>（Iridium Communications）和Omnispace是全球星的两大竞争对手，但苹果目前并没有与铱星通讯进行合作，而行业分析师Tim Farrar也表示，Omnispace没有承诺过会建立支持此类服务的系统。</p><p>铱星通讯所使用的铱系统源自于20世纪90年代摩托罗拉在其最辉煌的时候提出的“铱星计划”——用77颗近地卫星，让我们在世界任何地方都可以打电话。</p><p>但最后结果是，卫星打上去了66颗，摩托罗拉已经要被巨额投入拖垮，该业务分拆后得以存活，发展成为今天的铱星通讯，不禁令人感叹其顽强的生命力。</p><p>现在看来，苹果卫星通信的这块大蛋糕，是由全球星独享的。</p><p>在全球星的股东中，我们能够看到高通的身影，实际上，全球星系统是美国LQSS公司于1991年6月向美国联邦通信委员会（FCC）提出的低轨道卫星移动通信系统，而LQSS是由Loral宇航局和高通共同组建的一家公司。</p><p>从技术层面来看，全球星使用的卫星通信系统，在结构设计和技术上跟它竞争对手铱星通讯使用的铱系统有所不同，简单来说，全球星系统要实现的是全球范围内任意用户随时可以通过该系统接入地面公共网联合组网。</p><p>全球星系统利用低轨卫星组成一个连续覆盖全球的移动通信卫星系统，它更像是是我们现有的地面蜂窝移动通信系统和其他移动通信系统的一种延申和补充，并非一种相互替代关系。</p><p>全球星的技术特性和优势，或许也是苹果选择它的主要考虑因素，毕竟，苹果选择供应商，向来只会选择行业最顶级玩家。</p><p>郭明錤也认为，在卫星通信服务生态系统中，全球星这类卫星通信运营商进入门槛很高，值得投资者高度关注。</p><p><b>04．</b></p><p><b>卫星通信落地开启加速模式，美国已成市场绝对主导</b></p><p>目前苹果iPhone对于卫星通信的使用看起来比较超前，引起了不小的关注度，但在不久的未来，卫星通信或许将成为智能手机市场的“常态”。</p><p>国内这边，华为Mate50系列基本都能够确定将先于苹果发布基于卫星通信的一些紧急信息发送功能。</p><p>就在最近，作为全球出货量第一的手机芯片厂商联发科，也宣布成功完成了全球首次5G NTN卫星手机实验室连线测试，将智能手机接入了5G非地面网络（NTN），通过卫星实现了高速可靠的5G连接。</p><p><img src=\"https://static.tigerbbs.com/f0bc7ae4ce1b37e9a685ee8522bc1b98\" tg-width=\"550\" tg-height=\"126\" referrerpolicy=\"no-referrer\"/></p><p>在海外市场，电信巨头T-Mobile和SpaceX已经联合宣布，明年发射的Starlink（星链）卫星将能够通过现有蜂窝网络频段直接连接到运营商的手机。两家公司希望能够让用户在卫星覆盖到的任何地方享受全球漫游服务。</p><p><img src=\"https://static.tigerbbs.com/f5185ce4522e9b8f7de5a376040825c2\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/>▲左：Mike Sievert，右：马斯克</p><p>最重要的是，这项服务有可能被免费添加到现有的T-Mobile网络套餐中。</p><p>也就是说，如果苹果iPhone 14没有支持卫星通信，明年T-Mobile的运营商合约机用户就可以率先享受到卫星通信服务。</p><p>T-Mobile的CEO Mike Sievert说：“这就像在天空中放置一个蜂窝式信号塔，只不过难度大得多。”</p><p>SpaceX CEO马斯克也补充道：“我们要做的不仅是重写卫星程序，还要制造一种世界上最先进的相控阵天线……卫星在我们头上以每小时1.7万英里的时速飞行，正常情况下，没有信号塔会飞，更不会飞的这么快。”</p><p>据了解，这项服务初期会支持短信发送，可能还会支持一些即使通讯App。马斯克说，后续语音通话和实时信息传递都是有可能的。</p><p>不过Sievert不忘“打个预防针”，他说现在还有一些技术问题需要解决，比如现在消息的首发可能会有半个小时左右的延迟。</p><p>可以看到，在卫星通信落地智能手机的前夜，要解决的难题还是不少。</p><p>十年前，谷歌曾尝试利用氢气球进行大面积信号覆盖，但效果不好，成本也太高了，最终放弃。</p><p>今天，气球换成了卫星。</p><p>目前，全球通信市场已达到年均万亿美元规模，但网络覆盖范围不足地球面积的 10%。由于地理因素限制，信号发射塔数量已接近饱和。</p><p>根据Research And Markets数据，2025年，全球通信产业市场规模将达到34610亿美元，预计2025年前，全球卫星互联网产值可达5600-8500亿美元。</p><p>各路科技巨头的入局，进一步加快了卫星互联网的发展。</p><p>SpaceX属于新晋玩家中声量比较大、走的比较快的一个。SpaceX最早从2019年开始实施星链项目，计划发射4.2万颗星链卫星，形成星链网络，为全球提供卫星互联网服务，目前已经发射约2000颗卫星。</p><p><img src=\"https://static.tigerbbs.com/6e8a1ce9f6dffcac6bc0d1177f99aa0b\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/601162\">天风证券</a>分析认为，随着美国“星链”计划启动，全球低轨卫星发展竞争日益激烈，空间轨道和频段这一不可再生的战略资源将日益紧缺。</p><p>美国、英国、加拿大、俄罗斯都已经加速低轨卫星铺设，天风证券预计，在全球近地轨道卫星中，未来美国发射卫星数量占比将超九成，达到约50000颗。</p><p>国内这边，中国科学院西安光学精密机械研究所投资的民营商业航天公司九天微星于2018年入轨了7 颗“瓢虫系列”卫星，在野生动物保护、野外应急救援、车辆船舶监测、物流追溯等领域开展星座物联网验证。</p><p>2019 年，北京国电高科科技有限公司研制的天启·沧州号卫星成功入轨，实现了天启物联网星座初步组网运行。</p><p>天风证券研报认为，中国目前仅有3颗在轨运行的低轨宽带通信卫星，卫星互联网建设较为滞后。</p><p><img src=\"https://static.tigerbbs.com/3630f8c3b4701bcdc88c3256ceac413d\" tg-width=\"550\" tg-height=\"195\" referrerpolicy=\"no-referrer\"/>▲2029 年全球近地轨道卫星布局及占比（颗，%），来源：天风证券</p><p>除了SpaceX，OneWeb、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>等科技公司也作为新玩家进入这一市场。另外，如美国SES、欧洲Eutelsat、国际通信卫星组织Intelsat等传统卫星供应商“三巨头”，也都启动了自己的高通量卫星计划，发力卫星互联网市场。</p><p>从手机厂商、芯片厂商、卫星厂商再到卫星通信运营商，整个卫星互联网生态都在快速向前发展，而卫星通信落地智能手机，已是必然。</p><p><b>05．</b></p><p><b>结语：卫星通信成消费电子市场新变量</b></p><p>华为Mate50是否会抢先苹果iPhone 14成为全球第一款支持卫星通信的主流智能手机，答案即将在下周揭晓。可以想象，如果苹果iPhone 14支持这一功能，必将会带动整个产业链的发展，我们也将会看到更多智能手机支持卫星通信。</p><p>目前来看，卫星通信主要解决的是紧急情况下、偏远无信号覆盖地区的通信问题，与现有的蜂窝移动网络，是一种“互补”的关系。但随着卫星通信技术的成熟，其是否会进一步取代蜂窝移动网络，甚至改变现有移动网络运营商市场格局？都存在想象空间。</p></body></html>","source":"zhidxcom","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>苹果、华为“捅破天”的技术，要带起6万亿市场</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n苹果、华为“捅破天”的技术，要带起6万亿市场\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-05 11:14 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.sina.com.cn/tech/csj/2022-09-05/doc-imqmmtha5965035.shtml><strong>智东西</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文/云鹏苹果搞了五年的卫星通信，华为要抢先发布了。苹果今年秋季发布会邀请函的“太空”主题，让不少业内人士猜测，苹果iPhone 14系列将会支持传言已久的“卫星通信（satellite communication）”功能。就在本周，知名苹果分析师郭明錤公布了他对于苹果卫星通信功能的最新研究，他认为，iPhone支持卫星通信已是必然，但该功能是否会在iPhone 14中落地，仍不能完全确定。早在去年...</p>\n\n<a href=\"http://finance.sina.com.cn/tech/csj/2022-09-05/doc-imqmmtha5965035.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/63cb0cbfd2e4993bc712a35644e8465b","relate_stocks":{"AAPL":"苹果"},"source_url":"http://finance.sina.com.cn/tech/csj/2022-09-05/doc-imqmmtha5965035.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138935850","content_text":"文/云鹏苹果搞了五年的卫星通信，华为要抢先发布了。苹果今年秋季发布会邀请函的“太空”主题，让不少业内人士猜测，苹果iPhone 14系列将会支持传言已久的“卫星通信（satellite communication）”功能。就在本周，知名苹果分析师郭明錤公布了他对于苹果卫星通信功能的最新研究，他认为，iPhone支持卫星通信已是必然，但该功能是否会在iPhone 14中落地，仍不能完全确定。早在去年，郭明錤就预测iPhone 13系列可能会支持卫星通信，然而最终该预言并未成真。彭博社记者马克·古尔曼（Mark Gurman）也曾对苹果的卫星通信功能将具备哪些功能进行了前瞻。郭明錤还提到，华为即将于9月6日发布的Mate50系列手机，可能会通过基于北斗系统的卫星通信提供发送紧急短讯的能力。郭明錤话音刚落，华为终端业务CEO、智能汽车解决方案BU CEO余承东就放话称，华为Mate50将发布一项“捅破天”的技术。随后有华为内部人士向媒体证实，华为Mate50的确将支持卫星通信功能。也就是说，华为大概率将抢先苹果发布卫星通信功能。苹果华为为何接连押宝卫星通信？一部支持卫星通信的iPhone到底能做什么，而一部iPhone要想支持卫星通信又需要做哪些调整，未来卫星通信是否会颠覆我们今天的蜂窝移动网络？一场移动通信技术领域的新变革，正在酝酿。01．卫星通信能“救命”，或成智能手机必备前文彭博社记者古尔曼提到，苹果想在iPhone上实现卫星通信功能，已经不是一天两天了。苹果为什么对卫星通信情有独钟，这个功能有什么用呢？一句话总结，该功能将允许我们在没有手机信号覆盖的区域发消息、打电话。比如在一些手机没有信号的紧急情况下，我们可以快速给紧急联系人发送消息；在一些坠机事故中，事故地点往往十分偏远，手机没有信号，这时我们就可以利用卫星通信及时上报事故情况。当然，对于在偏远地区旅行或探险中走失的人来说，在一些偏远山区、湖泊等没有4G或5G信号覆盖的地方，这一功能也能起到“救命”的作用。郭明錤认为，近年来日益频繁的自然灾害和地缘政治冲突，可能会让基于卫星通信的紧急通讯能力成为智能手机的必备功能。说到这里，你可能会有一些“大胆的想法”，如果iPhone可以在没有信号的情况下通信，那是不是意味着，我们可以摆脱蜂窝移动网络的限制，不再需要办理移动网络套餐了呢？就目前知情人士透露信息来看，苹果卫星通信功能初期应用范围还比较有限，主要集中于一些危机情况的处理。知情人士称，苹果现在至少在开发两个具体的“应急功能（emergency features）”，而这种应急功能都将依赖于卫星网络，苹果将在未来的iPhone中应用这些功能。第一个功能将被称为“通过卫星发送紧急信息（Emergency Message via Satellite）”，用户可以在手机没信号的时候，通过卫星网络发送紧急信息。这一功能将会被集成在iOS的信息App中，以“灰色气泡”形式出现，而非普通消息的绿色或蓝色气泡。第二个功能将是重大事故报告，比如飞机坠毁、船舶沉没，该功能同样需要卫星网络支持。实现重大事故报告的苹果卫星通信工具，其内部代号为“Stewie”，该工具将会限制发送信息的长度，而这些信息将会被自动发送到紧急联系人的手机上，即使紧急联系人已经设置了“勿扰”，手机也会收到信息并进行提示。在该功能中，手机会询问用户遇到了什么样的危机情况，涉及汽车、船舶、飞机还是火灾。此外，用户还可以进一步上报更具体的信息，比如是否有人员伤亡、是否需要搜救服务、是否有可疑行为或涉及枪支威胁。当用户使用该紧急服务时，手机会发送用户的位置信息和医疗ID，医疗ID是苹果健康App中的一张虚拟卡片，记录了用户的年龄、病史、用药情况以及身高体重等信息。苹果内部曾设计了一种发送方式，用户只要输入“Emergency SOS（紧急求救）”这组短语，手机就会自动将信息发送给紧急联系人。苹果内部还测试了一种连接卫星的方法，该方法要求用户在户外朝着某个方向行走，以帮助iPhone获取卫星信号，并且这种连接并不是即时的，有时可能需要一分钟左右的时间才能完成。除了发送短信，该卫星通信工具后续可能还会具备处理卫星电话呼叫的能力。不过说到底，这些功能能否实现，部分要取决于卫星的可用性以及当地法规是否允许。很显然，该功能并不适用于所有国家和地区。02．硬件测试已就位，定制基带芯片，苹果还要“放卫星”？上述这些功能，早已酝酿多时。实际上，苹果多年来一直致力于卫星相关技术的研究，彭博社称，苹果团队在该领域的探索最早可以追溯到2017年。2021年8月29日，郭明錤预测iPhone 13系列将会支持卫星通信能力。他提到，iPhone 13系列上搭载的高通X60 5G基带将会支持低轨卫星通信（low-earth orbit satellite communications）。郭明錤做出这些判断的主要依据是苹果5G基带供应商高通与美国全球星（Globalstar）公司在该领域有合作。关于具体的商业模式，他认为，如果用户的运营商（比如T-Mobile、Verizon）已经与全球星合作，那么用户就可以通过运营商的服务直接使用全球星的卫星通信服务。在郭明錤最新分析中，他提到苹果现在已经完成了卫星通信功能的硬件测试，苹果是否会具体应用这一功能，还取决于苹果和运营商能否谈妥商业模式。他认为，苹果早在iPhone 13时期就完成了卫星通信功能的硬件开发，但当时还没有确定好商业模式。一旦苹果iPhone具备了卫星通信功能，它将是第一款支持该功能的主流智能手机。郭明錤还提到，其他手机厂商如果也想使用卫星通信功能，很可能将会晚于苹果一年。卫星电话并不是什么新鲜事物，目前消费级的卫星电话也已经可以很容易的购买到。卫星电话一般都需要有一个体积较大的独立天线，在一些情况下，还需要一些其他辅助设备来捕捉和中继卫星信号。▲市面上常见的卫星电话及附件苹果会对基带芯片做哪些“定制”以实现这一功能？苹果会如何设计实现该通信功能的天线？这些问题仍然没有明确答案，也是业内颇为关注的。但可以确定的是，为了连接卫星，苹果的确需要一种区别于现有5G基带的“定制”通信芯片。郭明錤还提到，苹果在iPhone上尝试卫星通信技术，只是一个开始，未来苹果的MR头显，甚至是苹果的电动汽车也将通过卫星通信技术的加入而实现体验的提升。前不久，古尔曼曾透露，苹果将要推出的“Pro”版Apple Watch也将支持卫星通信功能。彭博社报道透露，在更远的未来，苹果甚至考虑最终会部署自己的卫星，但近期功能的实现会依赖现有卫星网络。考虑到苹果倾向于将关键技术掌握在自己手里的习惯，如果他们真的自研通信卫星并发射到太空中，组建自己的卫星通信网络，我们也不会太过意外。03．独享苹果大单的“全球星”是何许人也？虽然苹果的理想很丰满，但回归现实，今年我们真的能看到卫星通信落地iPhone 14吗？彭博社联系到的另一位知情人士透露，尽管iPhone 14上可能已经搭载了实现卫星通信所需要的硬件，但实际的卫星通信功能可能还没有准备好，他认为至少到2023年苹果才能够将这些功能准备好。所以尽管业内猜测不少，但苹果很可能在9月8日真正发布iPhone 14之前临时将这些特性更改或者直接放弃。按照苹果的习惯，一项功能如果没有打磨成熟，它是绝对不会拿出来发布的。不管苹果iPhone 14是否会支持卫星通信功能，前文提到的潜在合作方全球星的股价是实实在在的狂涨了一波，近一个月，全球星股价涨幅超过了33%。▲全球星近一个月股价走势图，来源：谷歌财经全球星此前曾公布，自己已经与一个“未公开合作方”签署了一份协议，用于开发一项新的服务。有业内人士认为，该合作方大概率是苹果。铱星通讯（Iridium Communications）和Omnispace是全球星的两大竞争对手，但苹果目前并没有与铱星通讯进行合作，而行业分析师Tim Farrar也表示，Omnispace没有承诺过会建立支持此类服务的系统。铱星通讯所使用的铱系统源自于20世纪90年代摩托罗拉在其最辉煌的时候提出的“铱星计划”——用77颗近地卫星，让我们在世界任何地方都可以打电话。但最后结果是，卫星打上去了66颗，摩托罗拉已经要被巨额投入拖垮，该业务分拆后得以存活，发展成为今天的铱星通讯，不禁令人感叹其顽强的生命力。现在看来，苹果卫星通信的这块大蛋糕，是由全球星独享的。在全球星的股东中，我们能够看到高通的身影，实际上，全球星系统是美国LQSS公司于1991年6月向美国联邦通信委员会（FCC）提出的低轨道卫星移动通信系统，而LQSS是由Loral宇航局和高通共同组建的一家公司。从技术层面来看，全球星使用的卫星通信系统，在结构设计和技术上跟它竞争对手铱星通讯使用的铱系统有所不同，简单来说，全球星系统要实现的是全球范围内任意用户随时可以通过该系统接入地面公共网联合组网。全球星系统利用低轨卫星组成一个连续覆盖全球的移动通信卫星系统，它更像是是我们现有的地面蜂窝移动通信系统和其他移动通信系统的一种延申和补充，并非一种相互替代关系。全球星的技术特性和优势，或许也是苹果选择它的主要考虑因素，毕竟，苹果选择供应商，向来只会选择行业最顶级玩家。郭明錤也认为，在卫星通信服务生态系统中，全球星这类卫星通信运营商进入门槛很高，值得投资者高度关注。04．卫星通信落地开启加速模式，美国已成市场绝对主导目前苹果iPhone对于卫星通信的使用看起来比较超前，引起了不小的关注度，但在不久的未来，卫星通信或许将成为智能手机市场的“常态”。国内这边，华为Mate50系列基本都能够确定将先于苹果发布基于卫星通信的一些紧急信息发送功能。就在最近，作为全球出货量第一的手机芯片厂商联发科，也宣布成功完成了全球首次5G NTN卫星手机实验室连线测试，将智能手机接入了5G非地面网络（NTN），通过卫星实现了高速可靠的5G连接。在海外市场，电信巨头T-Mobile和SpaceX已经联合宣布，明年发射的Starlink（星链）卫星将能够通过现有蜂窝网络频段直接连接到运营商的手机。两家公司希望能够让用户在卫星覆盖到的任何地方享受全球漫游服务。▲左：Mike Sievert，右：马斯克最重要的是，这项服务有可能被免费添加到现有的T-Mobile网络套餐中。也就是说，如果苹果iPhone 14没有支持卫星通信，明年T-Mobile的运营商合约机用户就可以率先享受到卫星通信服务。T-Mobile的CEO Mike Sievert说：“这就像在天空中放置一个蜂窝式信号塔，只不过难度大得多。”SpaceX CEO马斯克也补充道：“我们要做的不仅是重写卫星程序，还要制造一种世界上最先进的相控阵天线……卫星在我们头上以每小时1.7万英里的时速飞行，正常情况下，没有信号塔会飞，更不会飞的这么快。”据了解，这项服务初期会支持短信发送，可能还会支持一些即使通讯App。马斯克说，后续语音通话和实时信息传递都是有可能的。不过Sievert不忘“打个预防针”，他说现在还有一些技术问题需要解决，比如现在消息的首发可能会有半个小时左右的延迟。可以看到，在卫星通信落地智能手机的前夜，要解决的难题还是不少。十年前，谷歌曾尝试利用氢气球进行大面积信号覆盖，但效果不好，成本也太高了，最终放弃。今天，气球换成了卫星。目前，全球通信市场已达到年均万亿美元规模，但网络覆盖范围不足地球面积的 10%。由于地理因素限制，信号发射塔数量已接近饱和。根据Research And Markets数据，2025年，全球通信产业市场规模将达到34610亿美元，预计2025年前，全球卫星互联网产值可达5600-8500亿美元。各路科技巨头的入局，进一步加快了卫星互联网的发展。SpaceX属于新晋玩家中声量比较大、走的比较快的一个。SpaceX最早从2019年开始实施星链项目，计划发射4.2万颗星链卫星，形成星链网络，为全球提供卫星互联网服务，目前已经发射约2000颗卫星。天风证券分析认为，随着美国“星链”计划启动，全球低轨卫星发展竞争日益激烈，空间轨道和频段这一不可再生的战略资源将日益紧缺。美国、英国、加拿大、俄罗斯都已经加速低轨卫星铺设，天风证券预计，在全球近地轨道卫星中，未来美国发射卫星数量占比将超九成，达到约50000颗。国内这边，中国科学院西安光学精密机械研究所投资的民营商业航天公司九天微星于2018年入轨了7 颗“瓢虫系列”卫星，在野生动物保护、野外应急救援、车辆船舶监测、物流追溯等领域开展星座物联网验证。2019 年，北京国电高科科技有限公司研制的天启·沧州号卫星成功入轨，实现了天启物联网星座初步组网运行。天风证券研报认为，中国目前仅有3颗在轨运行的低轨宽带通信卫星，卫星互联网建设较为滞后。▲2029 年全球近地轨道卫星布局及占比（颗，%），来源：天风证券除了SpaceX，OneWeb、亚马逊等科技公司也作为新玩家进入这一市场。另外，如美国SES、欧洲Eutelsat、国际通信卫星组织Intelsat等传统卫星供应商“三巨头”，也都启动了自己的高通量卫星计划，发力卫星互联网市场。从手机厂商、芯片厂商、卫星厂商再到卫星通信运营商，整个卫星互联网生态都在快速向前发展，而卫星通信落地智能手机，已是必然。05．结语：卫星通信成消费电子市场新变量华为Mate50是否会抢先苹果iPhone 14成为全球第一款支持卫星通信的主流智能手机，答案即将在下周揭晓。可以想象，如果苹果iPhone 14支持这一功能，必将会带动整个产业链的发展，我们也将会看到更多智能手机支持卫星通信。目前来看，卫星通信主要解决的是紧急情况下、偏远无信号覆盖地区的通信问题，与现有的蜂窝移动网络，是一种“互补”的关系。但随着卫星通信技术的成熟，其是否会进一步取代蜂窝移动网络，甚至改变现有移动网络运营商市场格局？都存在想象空间。","news_type":1},"isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9994610824,"gmtCreate":1661623484371,"gmtModify":1676536550492,"author":{"id":"3565507635855257","authorId":"3565507635855257","name":"六只手","avatar":"https://community-static.tradeup.com/news/ae9a5aae21b0d13ed42d525a5588c0a0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565507635855257","authorIdStr":"3565507635855257"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BLDR\">$Builders FirstSource(BLDR)$</a>&nbsp;adui...&nbsp;","listText":"<a href=\"https://ttm.financial/S/BLDR\">$Builders FirstSource(BLDR)$</a>&nbsp;adui...&nbsp;","text":"$Builders FirstSource(BLDR)$ 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href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$</a>12345","text":"$苹果(AAPL)$12345","images":[{"img":"https://community-static.tradeup.com/news/a411073740223170c6e8dceb2c8006f8","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996534106","isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9996084317,"gmtCreate":1661081183144,"gmtModify":1676536450014,"author":{"id":"3565507635855257","authorId":"3565507635855257","name":"六只手","avatar":"https://community-static.tradeup.com/news/ae9a5aae21b0d13ed42d525a5588c0a0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565507635855257","authorIdStr":"3565507635855257"},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996084317","repostId":"2260304492","repostType":4,"repost":{"id":"2260304492","kind":"highlight","pubTimestamp":1661072703,"share":"https://ttm.financial/m/news/2260304492?lang=&edition=fundamental","pubTime":"2022-08-21 17:05","market":"us","language":"zh","title":"美股的过度乐观开始修正？","url":"https://stock-news.laohu8.com/highlight/detail?id=2260304492","media":"智通财经网","summary":"终于，在美联储官员接二连三的降温下，美股的过度乐观情绪展现了修正的迹象。我在之前的两篇文章都质疑了美股市场的乐观是过度的。仔细想想，其实有些似是而非的成分。我们都知道高通胀肯定对美股来说是不好的，但比","content":"<html><head></head><body><p>终于，在美联储官员接二连三的降温下，美股的过度乐观情绪展现了修正的迹象。</p><p><img src=\"https://static.tigerbbs.com/6d6ffe7a674c7fb4aefb55354516a37a\" tg-width=\"1080\" tg-height=\"580\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>我在之前的两篇文章都质疑了美股市场的乐观是过度的。仔细想想，其实有些似是而非的成分。</p><p>我们都知道高通胀肯定对美股来说是不好的，但比预期更强的经济和就业是好事吗？前段时间，总体上市场觉得是好事。概括本轮上涨的原因，我认为是共识的强紧缩和硬着陆预期一定程度上变为软着陆预期的提升。也就是在通胀数据下滑和企业利润、经济数据不那么差的支持下，市场开始一定程度上相信通胀顺利降低与经济小幅降温可以同时存在。极低的股票仓位回升以及空头开始回补，是预期转变的结果。</p><p>但是，经济依旧不弱和失业率还处于1969年以来的最低位可以推导通胀难以大幅下滑，尤其是其中的粘性较强的部分，何况本轮大通胀的构成原因不仅包含疫情期间空前的货币财政刺激，还存在中长期的结构性因素。而这，和美联储坚定地要把通胀降回2%的政策目标是矛盾的。即使有观点认为市场预期联储的通胀目标将调整为2.5%，但如联储多次强调的，现在通胀太高了，距离无论2%还是2.5%都太远了。如我在《重新定位：成长股、黄金与港股》里所说：美联储不容易立刻转向，而更可能进一步提升政策利率至高点后维持一段时间，以确保通胀回落得比较彻底。那么，美国经济还大概率有一个被减速的过程。</p><p><b>市场之前的乐观预期是：通胀快速回落，货币政策转向较快，经济放缓程度较轻，将会调整为：通胀难以大幅回落，货币政策转向较慢，经济放缓的程度比之前预想的大、时间会比之前预想的长。或许，昨晚美股的调整，就是这个预期转变出现的开端。</b></p><p><b>如果上述原因的分析是对的，我认为美股的调整将具有持续性。</b>首先，美联储的态度不可能在短期突然转变。其次，至今为止以及未来一段时间的金融收紧对经济滞后影响会逐渐显见，未来会看到更多美国经济走弱并步入衰退的迹象。比如，进入9月，3月期国库券收益率会提升到3%以上，并与10年美债收益率出现倒挂。那时，与2年/10年美债收益率倒挂一起，组成衰退预期的最强组合。再比如，美国强劲的就业数据会逐渐显露疲态，新增非农就业降低，失业率回升。要知道，美国7月的失业率和非农就业总人口分别处于本轮周期至今为止的最低点和最高点，更像是衰退还未开始的迹象，而不是趋于结束的迹象。一旦逆转，通常持续整个衰退期，在货币政策没有明显转向的情况下，市场不可能完全忽视，且这种信号会在下跌中加强悲观情绪。实际上，职位空缺数已经开始下滑，失业率的回升和非农就业人口开始下降是时间问题。</p><p><img src=\"https://static.tigerbbs.com/315f1b8adb279877ef961d8b9fdc5666\" tg-width=\"900\" tg-height=\"600\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><img src=\"https://static.tigerbbs.com/d011684d315155d192989722cc56bcf0\" tg-width=\"800\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><img src=\"https://static.tigerbbs.com/f55e32d9f7378d2af33eca8c7dd7c073\" tg-width=\"800\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>但是，这个调整是否意味着美股将创新低，如在之前的文章里所说，我认为可能性很小。</b>毕竟，通胀高点已现，后面更多是在回落的速度、幅度上有不确定性，扰动紧缩预期与对经济衰退的担忧。如果我们从更大的格局看，通胀与紧缩的压力，还是已经大部分被消化了，超预期的恶化应该是小部分。而在长期的维度里，每轮经济衰退的幅度都远远小于随后的经济扩张的幅度，这意味着对熊市和暴跌的恐慌，最终将因市场必然的重回上涨而烟消云散，这是多头最大的底气。</p><p><img src=\"https://static.tigerbbs.com/e58a09522556ab8201c79237a682a67d\" tg-width=\"700\" tg-height=\"450\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>根据上述分析，我认为考虑到货币政策转向还早，而经济步入衰退是大概率且尚在初期，本轮美股调整将是有一定幅度的。但考虑到市场总体上已经消化了本轮下跌的核心原因且通胀已大概率见顶，因此创新低的可能不大，而需要一个阶段来震荡和夯实底部。<b>对美股而言，逢低买入是合适的。</b></p><p><b>而对美债而言，虽然近期10年美债收益率在紧缩预期回升下再次上行，但随着通胀的回落和更多经济放缓信号的出现，最终会重回下行。</b>具体说，影响美债收益率的有两股力量。一个是政策的力量，主要构成美债收益率的上行压力，它取决于通胀的顽固性和美联储对通胀的态度。9月加倍缩表对美债收益率的压力如何，不是板上钉钉的，最终取决于美联储如何看待和处理通胀。若通胀异常顽固，甚至需要提升整个收益率曲线并维持高位一段时间。另一个是市场的力量，主要构成美债收益率的下行压力，它取决于经济衰退的程度以及金融市场对美债的需求。</p><p>这两个力量都有不确定性。政策的力量，也就是在顶部并有回落迹象的政策紧缩预期还有波动和反复，因为美联储也得根据数据来决定加息的幅度。而市场的力量，来自美国经济步入衰退对美债的需求，相对确定性更高。这两者又互相影响，但只要经济步入衰退，CPI延续回落，两个力量会趋于融合，最终推动10年美债收益率下行。</p><p><img src=\"https://static.tigerbbs.com/701918eabc386ac48637f16db5e4b516\" tg-width=\"1065\" tg-height=\"711\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>对于黄金而言，因为通胀预期在当前2.5%的位置上回落空间很有限，10年美债收益率下行会推动实际利率会进一步下行，这给予了黄金上涨的动力，只是在初期需要承受联储紧缩预期的波动。<b>归根结蒂，衰退是黄金具有阶段性优势的前提，虽然衰退会带来通胀回落，但在给定经济衰退程度的情况下，通胀的高与低决定了黄金上涨行情的大小。</b></p><p><b>在整个投资组合中，优质的成长性美股可以逢低买入，并配置一部分金矿股，可能是比较好的搭配。</b>前者对应市场必然会在货币政策紧缩见顶后有所行动，毕竟随着时间的推移，市场也会重回上行。而后者对应的情景是未来经济进入衰退甚至是更糟的衰退伴随通胀居高不下，若这样难熬的时间比较长，黄金的优势会比较明显。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股的过度乐观开始修正？</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股的过度乐观开始修正？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-21 17:05 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/775092.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>终于，在美联储官员接二连三的降温下，美股的过度乐观情绪展现了修正的迹象。我在之前的两篇文章都质疑了美股市场的乐观是过度的。仔细想想，其实有些似是而非的成分。我们都知道高通胀肯定对美股来说是不好的，但比预期更强的经济和就业是好事吗？前段时间，总体上市场觉得是好事。概括本轮上涨的原因，我认为是共识的强紧缩和硬着陆预期一定程度上变为软着陆预期的提升。也就是在通胀数据下滑和企业利润、经济数据不那么差的支持...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/775092.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/bf9da7354fbebe8e1b530c7ca05b0a9b","relate_stocks":{"161125":"标普500","513500":"标普500ETF","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","SSO":"两倍做多标普500ETF","BK4534":"瑞士信贷持仓","SPXU":"三倍做空标普500ETF","SQQQ":"纳指三倍做空ETF","SDOW":"道指三倍做空ETF-ProShares","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares","QQQ":"纳指100ETF","SDS":"两倍做空标普500ETF","DXD":"道指两倍做空ETF",".DJI":"道琼斯","BK4559":"巴菲特持仓",".IXIC":"NASDAQ Composite","BK4550":"红杉资本持仓",".SPX":"S&P 500 Index","QID":"纳指两倍做空ETF","OEX":"标普100","QLD":"纳指两倍做多ETF","TQQQ":"纳指三倍做多ETF","DDM":"道指两倍做多ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","IVV":"标普500指数ETF","SH":"标普500反向ETF","DOG":"道指反向ETF","DJX":"1/100道琼斯","PSQ":"纳指反向ETF"},"source_url":"http://www.zhitongcaijing.com/content/detail/775092.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2260304492","content_text":"终于，在美联储官员接二连三的降温下，美股的过度乐观情绪展现了修正的迹象。我在之前的两篇文章都质疑了美股市场的乐观是过度的。仔细想想，其实有些似是而非的成分。我们都知道高通胀肯定对美股来说是不好的，但比预期更强的经济和就业是好事吗？前段时间，总体上市场觉得是好事。概括本轮上涨的原因，我认为是共识的强紧缩和硬着陆预期一定程度上变为软着陆预期的提升。也就是在通胀数据下滑和企业利润、经济数据不那么差的支持下，市场开始一定程度上相信通胀顺利降低与经济小幅降温可以同时存在。极低的股票仓位回升以及空头开始回补，是预期转变的结果。但是，经济依旧不弱和失业率还处于1969年以来的最低位可以推导通胀难以大幅下滑，尤其是其中的粘性较强的部分，何况本轮大通胀的构成原因不仅包含疫情期间空前的货币财政刺激，还存在中长期的结构性因素。而这，和美联储坚定地要把通胀降回2%的政策目标是矛盾的。即使有观点认为市场预期联储的通胀目标将调整为2.5%，但如联储多次强调的，现在通胀太高了，距离无论2%还是2.5%都太远了。如我在《重新定位：成长股、黄金与港股》里所说：美联储不容易立刻转向，而更可能进一步提升政策利率至高点后维持一段时间，以确保通胀回落得比较彻底。那么，美国经济还大概率有一个被减速的过程。市场之前的乐观预期是：通胀快速回落，货币政策转向较快，经济放缓程度较轻，将会调整为：通胀难以大幅回落，货币政策转向较慢，经济放缓的程度比之前预想的大、时间会比之前预想的长。或许，昨晚美股的调整，就是这个预期转变出现的开端。如果上述原因的分析是对的，我认为美股的调整将具有持续性。首先，美联储的态度不可能在短期突然转变。其次，至今为止以及未来一段时间的金融收紧对经济滞后影响会逐渐显见，未来会看到更多美国经济走弱并步入衰退的迹象。比如，进入9月，3月期国库券收益率会提升到3%以上，并与10年美债收益率出现倒挂。那时，与2年/10年美债收益率倒挂一起，组成衰退预期的最强组合。再比如，美国强劲的就业数据会逐渐显露疲态，新增非农就业降低，失业率回升。要知道，美国7月的失业率和非农就业总人口分别处于本轮周期至今为止的最低点和最高点，更像是衰退还未开始的迹象，而不是趋于结束的迹象。一旦逆转，通常持续整个衰退期，在货币政策没有明显转向的情况下，市场不可能完全忽视，且这种信号会在下跌中加强悲观情绪。实际上，职位空缺数已经开始下滑，失业率的回升和非农就业人口开始下降是时间问题。但是，这个调整是否意味着美股将创新低，如在之前的文章里所说，我认为可能性很小。毕竟，通胀高点已现，后面更多是在回落的速度、幅度上有不确定性，扰动紧缩预期与对经济衰退的担忧。如果我们从更大的格局看，通胀与紧缩的压力，还是已经大部分被消化了，超预期的恶化应该是小部分。而在长期的维度里，每轮经济衰退的幅度都远远小于随后的经济扩张的幅度，这意味着对熊市和暴跌的恐慌，最终将因市场必然的重回上涨而烟消云散，这是多头最大的底气。根据上述分析，我认为考虑到货币政策转向还早，而经济步入衰退是大概率且尚在初期，本轮美股调整将是有一定幅度的。但考虑到市场总体上已经消化了本轮下跌的核心原因且通胀已大概率见顶，因此创新低的可能不大，而需要一个阶段来震荡和夯实底部。对美股而言，逢低买入是合适的。而对美债而言，虽然近期10年美债收益率在紧缩预期回升下再次上行，但随着通胀的回落和更多经济放缓信号的出现，最终会重回下行。具体说，影响美债收益率的有两股力量。一个是政策的力量，主要构成美债收益率的上行压力，它取决于通胀的顽固性和美联储对通胀的态度。9月加倍缩表对美债收益率的压力如何，不是板上钉钉的，最终取决于美联储如何看待和处理通胀。若通胀异常顽固，甚至需要提升整个收益率曲线并维持高位一段时间。另一个是市场的力量，主要构成美债收益率的下行压力，它取决于经济衰退的程度以及金融市场对美债的需求。这两个力量都有不确定性。政策的力量，也就是在顶部并有回落迹象的政策紧缩预期还有波动和反复，因为美联储也得根据数据来决定加息的幅度。而市场的力量，来自美国经济步入衰退对美债的需求，相对确定性更高。这两者又互相影响，但只要经济步入衰退，CPI延续回落，两个力量会趋于融合，最终推动10年美债收益率下行。对于黄金而言，因为通胀预期在当前2.5%的位置上回落空间很有限，10年美债收益率下行会推动实际利率会进一步下行，这给予了黄金上涨的动力，只是在初期需要承受联储紧缩预期的波动。归根结蒂，衰退是黄金具有阶段性优势的前提，虽然衰退会带来通胀回落，但在给定经济衰退程度的情况下，通胀的高与低决定了黄金上涨行情的大小。在整个投资组合中，优质的成长性美股可以逢低买入，并配置一部分金矿股，可能是比较好的搭配。前者对应市场必然会在货币政策紧缩见顶后有所行动，毕竟随着时间的推移，市场也会重回上行。而后者对应的情景是未来经济进入衰退甚至是更糟的衰退伴随通胀居高不下，若这样难熬的时间比较长，黄金的优势会比较明显。","news_type":1},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998862779,"gmtCreate":1660966253393,"gmtModify":1676536432433,"author":{"id":"3565507635855257","authorId":"3565507635855257","name":"六只手","avatar":"https://community-static.tradeup.com/news/ae9a5aae21b0d13ed42d525a5588c0a0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565507635855257","authorIdStr":"3565507635855257"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998862779","repostId":"2260370107","repostType":2,"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9036099684,"gmtCreate":1646929051486,"gmtModify":1676534178709,"author":{"id":"3565507635855257","authorId":"3565507635855257","name":"六只手","avatar":"https://community-static.tradeup.com/news/ae9a5aae21b0d13ed42d525a5588c0a0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565507635855257","authorIdStr":"3565507635855257"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036099684","repostId":"1148107073","repostType":4,"repost":{"id":"1148107073","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1646924694,"share":"https://ttm.financial/m/news/1148107073?lang=&edition=fundamental","pubTime":"2022-03-10 23:04","market":"us","language":"zh","title":"异动 | 新能源汽车股持续下挫，蔚来、小鹏汽车跌超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1148107073","media":"老虎资讯综合","summary":"周四，美股新能源车股持续下挫，截至发稿，蔚来、小鹏汽车跌超10%，小牛电动跌超7%，图森未来、理想汽车跌超6%，Workhorse、Rivian跌近5%，特斯拉跌超3%。","content":"<html><head></head><body><p>周四，美股新能源车股持续下挫，截至发稿，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超10%，<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>跌超7%，图森未来、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超6%，Workhorse、Rivian跌近5%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌超3%。</p><p><img src=\"https://static.tigerbbs.com/fb1280228c366fbcf520ec232a887544\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/b5b26c6a652268cc8c64e463c81795e0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动 | 新能源汽车股持续下挫，蔚来、小鹏汽车跌超10%\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\">2022-03-10 23:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周四，美股新能源车股持续下挫，截至发稿，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超10%，<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>跌超7%，图森未来、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超6%，Workhorse、Rivian跌近5%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌超3%。</p><p><img src=\"https://static.tigerbbs.com/fb1280228c366fbcf520ec232a887544\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/b5b26c6a652268cc8c64e463c81795e0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ccf08a65163213fb22b4f94f7fb404e8","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148107073","content_text":"周四，美股新能源车股持续下挫，截至发稿，蔚来、小鹏汽车跌超10%，小牛电动跌超7%，图森未来、理想汽车跌超6%，Workhorse、Rivian跌近5%，特斯拉跌超3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030965127,"gmtCreate":1645610325895,"gmtModify":1676534045124,"author":{"id":"3565507635855257","authorId":"3565507635855257","name":"六只手","avatar":"https://community-static.tradeup.com/news/ae9a5aae21b0d13ed42d525a5588c0a0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565507635855257","authorIdStr":"3565507635855257"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030965127","repostId":"1129108213","repostType":2,"repost":{"id":"1129108213","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1645608088,"share":"https://ttm.financial/m/news/1129108213?lang=&edition=fundamental","pubTime":"2022-02-23 17:21","market":"us","language":"zh","title":"异动 | 避险情绪消退！美股盘前止跌反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=1129108213","media":"老虎资讯综合","summary":"2月23日，美股股指期货持续拉升，道指期货涨0.83%，纳指期货涨1.33%，标普500指数涨0.98%。美股科技股盘前走高，特斯拉、英伟达涨超2%，苹果、微软、亚马逊、英特尔、AMD涨超1%；区块链","content":"<html><head></head><body><p>2月23日，美股股指期货持续拉升，道指期货涨0.83%，纳指期货涨1.33%，标普500指数涨0.98%。</p><p><img src=\"https://static.tigerbbs.com/8da71489c6386881bd8d508e4706dd32\" tg-width=\"385\" tg-height=\"187\" referrerpolicy=\"no-referrer\"/></p><p>美股科技股盘前走高，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨超2%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>涨超1%；</p><p>区块链概念股盘前走强，<a href=\"https://laohu8.com/S/SOS\">SOS Limited</a>涨超5%，<a href=\"https://laohu8.com/S/MARA\">Marathon Digital Holdings</a>、<a href=\"https://laohu8.com/S/BTBT\">Bit Digital Inc</a>、<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>涨超4%，<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨超3%，<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>涨超2%；</p><p>热门中概股盘前普涨，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨超7%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/RLX\">RLX科技</a>涨超4%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超3%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨超2%；</p><p><a href=\"https://laohu8.com/S/SPCE\">维珍银河</a>盘前涨超3%，Q4录得营收14.1万美元，净亏损同比收窄且好于预期；</p><p><a href=\"https://laohu8.com/S/OCGN\">Ocugen</a>盘前跌超15%，消息面，公司对其发行的约1600万股普通股进行了定价，总收益约为5350万美元；</p><p><a href=\"https://laohu8.com/S/BCS\">巴克莱银行</a>盘前涨超3%，Q4净利润增长超出预期，宣布十亿英镑股票回购计划；</p><p><a href=\"https://laohu8.com/S/FFIE\">法拉第未来</a>盘前涨超5%，第一辆FF 91准量产车将于北京时间2月24日在加州汉福德工厂打造完成并揭幕；</p><p><a href=\"https://laohu8.com/S/STLA\">Stellantis</a>盘前涨超6%，2021年营收增长14%至1520亿欧元，预计今年营运利润率将达两位数；</p><p><a href=\"https://laohu8.com/S/NU\">Nu Holdings</a>盘前涨超11%，第四季度新增客户580万，净亏损有所收窄。</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>异动 | 避险情绪消退！美股盘前止跌反弹</title>\n<style 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17:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月23日，美股股指期货持续拉升，道指期货涨0.83%，纳指期货涨1.33%，标普500指数涨0.98%。</p><p><img src=\"https://static.tigerbbs.com/8da71489c6386881bd8d508e4706dd32\" tg-width=\"385\" tg-height=\"187\" referrerpolicy=\"no-referrer\"/></p><p>美股科技股盘前走高，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨超2%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>涨超1%；</p><p>区块链概念股盘前走强，<a href=\"https://laohu8.com/S/SOS\">SOS Limited</a>涨超5%，<a href=\"https://laohu8.com/S/MARA\">Marathon Digital Holdings</a>、<a href=\"https://laohu8.com/S/BTBT\">Bit Digital Inc</a>、<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>涨超4%，<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨超3%，<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>涨超2%；</p><p>热门中概股盘前普涨，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨超7%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/RLX\">RLX科技</a>涨超4%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超3%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨超2%；</p><p><a href=\"https://laohu8.com/S/SPCE\">维珍银河</a>盘前涨超3%，Q4录得营收14.1万美元，净亏损同比收窄且好于预期；</p><p><a href=\"https://laohu8.com/S/OCGN\">Ocugen</a>盘前跌超15%，消息面，公司对其发行的约1600万股普通股进行了定价，总收益约为5350万美元；</p><p><a href=\"https://laohu8.com/S/BCS\">巴克莱银行</a>盘前涨超3%，Q4净利润增长超出预期，宣布十亿英镑股票回购计划；</p><p><a href=\"https://laohu8.com/S/FFIE\">法拉第未来</a>盘前涨超5%，第一辆FF 91准量产车将于北京时间2月24日在加州汉福德工厂打造完成并揭幕；</p><p><a href=\"https://laohu8.com/S/STLA\">Stellantis</a>盘前涨超6%，2021年营收增长14%至1520亿欧元，预计今年营运利润率将达两位数；</p><p><a href=\"https://laohu8.com/S/NU\">Nu Holdings</a>盘前涨超11%，第四季度新增客户580万，净亏损有所收窄。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{".SPX":"S&P 500 Index","NVDA":"英伟达","LI":"理想汽车","IQ":"爱奇艺","AAPL":"苹果","TSLA":"特斯拉","PDD":"拼多多","SOS":"SOS Limited","RLX":"雾芯科技","BABA":"阿里巴巴","SPCE":"维珍银河","CAN":"嘉楠科技","XPEV":"小鹏汽车","INTC":"英特尔","BILI":"哔哩哔哩","BIDU":"百度",".IXIC":"NASDAQ Composite","JD":"京东","MSFT":"微软","AMD":"美国超微公司","AMZN":"亚马逊",".DJI":"道琼斯","NIO":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129108213","content_text":"2月23日，美股股指期货持续拉升，道指期货涨0.83%，纳指期货涨1.33%，标普500指数涨0.98%。美股科技股盘前走高，特斯拉、英伟达涨超2%，苹果、微软、亚马逊、英特尔、AMD涨超1%；区块链概念股盘前走强，SOS Limited涨超5%，Marathon Digital Holdings、Bit Digital Inc、Riot Blockchain涨超4%，嘉楠科技涨超3%，Coinbase涨超2%；热门中概股盘前普涨，爱奇艺涨超7%，理想汽车、RLX科技涨超4%，哔哩哔哩、小鹏汽车、蔚来涨超3%，阿里巴巴、拼多多、京东、百度涨超2%；维珍银河盘前涨超3%，Q4录得营收14.1万美元，净亏损同比收窄且好于预期；Ocugen盘前跌超15%，消息面，公司对其发行的约1600万股普通股进行了定价，总收益约为5350万美元；巴克莱银行盘前涨超3%，Q4净利润增长超出预期，宣布十亿英镑股票回购计划；法拉第未来盘前涨超5%，第一辆FF 91准量产车将于北京时间2月24日在加州汉福德工厂打造完成并揭幕；Stellantis盘前涨超6%，2021年营收增长14%至1520亿欧元，预计今年营运利润率将达两位数；Nu Holdings盘前涨超11%，第四季度新增客户580万，净亏损有所收窄。","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008688400,"gmtCreate":1641431447588,"gmtModify":1676533614680,"author":{"id":"3565507635855257","authorId":"3565507635855257","name":"六只手","avatar":"https://community-static.tradeup.com/news/ae9a5aae21b0d13ed42d525a5588c0a0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565507635855257","authorIdStr":"3565507635855257"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/QSR\">$Restaurant Brands International Inc(QSR)$</a>OMG...&nbsp;","listText":"<a href=\"https://ttm.financial/S/QSR\">$Restaurant Brands International Inc(QSR)$</a>OMG...&nbsp;","text":"$Restaurant Brands International Inc(QSR)$OMG...","images":[{"img":"https://static.itradeup.com/news/98cd6a175e082cd18960e0b1e29956c9","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008688400","isVote":1,"tweetType":1,"viewCount":431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9008688400,"gmtCreate":1641431447588,"gmtModify":1676533614680,"author":{"id":"3565507635855257","authorId":"3565507635855257","name":"六只手","avatar":"https://community-static.tradeup.com/news/ae9a5aae21b0d13ed42d525a5588c0a0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565507635855257","authorIdStr":"3565507635855257"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/QSR\">$Restaurant Brands International Inc(QSR)$</a>OMG...&nbsp;","listText":"<a href=\"https://ttm.financial/S/QSR\">$Restaurant Brands International Inc(QSR)$</a>OMG...&nbsp;","text":"$Restaurant Brands International Inc(QSR)$OMG...","images":[{"img":"https://static.itradeup.com/news/98cd6a175e082cd18960e0b1e29956c9","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008688400","isVote":1,"tweetType":1,"viewCount":431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9030965127,"gmtCreate":1645610325895,"gmtModify":1676534045124,"author":{"id":"3565507635855257","authorId":"3565507635855257","name":"六只手","avatar":"https://community-static.tradeup.com/news/ae9a5aae21b0d13ed42d525a5588c0a0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565507635855257","authorIdStr":"3565507635855257"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030965127","repostId":"1129108213","repostType":2,"repost":{"id":"1129108213","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1645608088,"share":"https://ttm.financial/m/news/1129108213?lang=&edition=fundamental","pubTime":"2022-02-23 17:21","market":"us","language":"zh","title":"异动 | 避险情绪消退！美股盘前止跌反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=1129108213","media":"老虎资讯综合","summary":"2月23日，美股股指期货持续拉升，道指期货涨0.83%，纳指期货涨1.33%，标普500指数涨0.98%。美股科技股盘前走高，特斯拉、英伟达涨超2%，苹果、微软、亚马逊、英特尔、AMD涨超1%；区块链","content":"<html><head></head><body><p>2月23日，美股股指期货持续拉升，道指期货涨0.83%，纳指期货涨1.33%，标普500指数涨0.98%。</p><p><img src=\"https://static.tigerbbs.com/8da71489c6386881bd8d508e4706dd32\" tg-width=\"385\" tg-height=\"187\" referrerpolicy=\"no-referrer\"/></p><p>美股科技股盘前走高，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨超2%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>涨超1%；</p><p>区块链概念股盘前走强，<a href=\"https://laohu8.com/S/SOS\">SOS Limited</a>涨超5%，<a href=\"https://laohu8.com/S/MARA\">Marathon Digital Holdings</a>、<a href=\"https://laohu8.com/S/BTBT\">Bit Digital Inc</a>、<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>涨超4%，<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨超3%，<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>涨超2%；</p><p>热门中概股盘前普涨，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨超7%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/RLX\">RLX科技</a>涨超4%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超3%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨超2%；</p><p><a href=\"https://laohu8.com/S/SPCE\">维珍银河</a>盘前涨超3%，Q4录得营收14.1万美元，净亏损同比收窄且好于预期；</p><p><a href=\"https://laohu8.com/S/OCGN\">Ocugen</a>盘前跌超15%，消息面，公司对其发行的约1600万股普通股进行了定价，总收益约为5350万美元；</p><p><a href=\"https://laohu8.com/S/BCS\">巴克莱银行</a>盘前涨超3%，Q4净利润增长超出预期，宣布十亿英镑股票回购计划；</p><p><a href=\"https://laohu8.com/S/FFIE\">法拉第未来</a>盘前涨超5%，第一辆FF 91准量产车将于北京时间2月24日在加州汉福德工厂打造完成并揭幕；</p><p><a href=\"https://laohu8.com/S/STLA\">Stellantis</a>盘前涨超6%，2021年营收增长14%至1520亿欧元，预计今年营运利润率将达两位数；</p><p><a href=\"https://laohu8.com/S/NU\">Nu Holdings</a>盘前涨超11%，第四季度新增客户580万，净亏损有所收窄。</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>异动 | 避险情绪消退！美股盘前止跌反弹</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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17:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月23日，美股股指期货持续拉升，道指期货涨0.83%，纳指期货涨1.33%，标普500指数涨0.98%。</p><p><img src=\"https://static.tigerbbs.com/8da71489c6386881bd8d508e4706dd32\" tg-width=\"385\" tg-height=\"187\" referrerpolicy=\"no-referrer\"/></p><p>美股科技股盘前走高，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨超2%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>涨超1%；</p><p>区块链概念股盘前走强，<a href=\"https://laohu8.com/S/SOS\">SOS Limited</a>涨超5%，<a href=\"https://laohu8.com/S/MARA\">Marathon Digital Holdings</a>、<a href=\"https://laohu8.com/S/BTBT\">Bit Digital Inc</a>、<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>涨超4%，<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨超3%，<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>涨超2%；</p><p>热门中概股盘前普涨，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨超7%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/RLX\">RLX科技</a>涨超4%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超3%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨超2%；</p><p><a href=\"https://laohu8.com/S/SPCE\">维珍银河</a>盘前涨超3%，Q4录得营收14.1万美元，净亏损同比收窄且好于预期；</p><p><a href=\"https://laohu8.com/S/OCGN\">Ocugen</a>盘前跌超15%，消息面，公司对其发行的约1600万股普通股进行了定价，总收益约为5350万美元；</p><p><a href=\"https://laohu8.com/S/BCS\">巴克莱银行</a>盘前涨超3%，Q4净利润增长超出预期，宣布十亿英镑股票回购计划；</p><p><a href=\"https://laohu8.com/S/FFIE\">法拉第未来</a>盘前涨超5%，第一辆FF 91准量产车将于北京时间2月24日在加州汉福德工厂打造完成并揭幕；</p><p><a href=\"https://laohu8.com/S/STLA\">Stellantis</a>盘前涨超6%，2021年营收增长14%至1520亿欧元，预计今年营运利润率将达两位数；</p><p><a href=\"https://laohu8.com/S/NU\">Nu Holdings</a>盘前涨超11%，第四季度新增客户580万，净亏损有所收窄。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{".SPX":"S&P 500 Index","NVDA":"英伟达","LI":"理想汽车","IQ":"爱奇艺","AAPL":"苹果","TSLA":"特斯拉","PDD":"拼多多","SOS":"SOS Limited","RLX":"雾芯科技","BABA":"阿里巴巴","SPCE":"维珍银河","CAN":"嘉楠科技","XPEV":"小鹏汽车","INTC":"英特尔","BILI":"哔哩哔哩","BIDU":"百度",".IXIC":"NASDAQ Composite","JD":"京东","MSFT":"微软","AMD":"美国超微公司","AMZN":"亚马逊",".DJI":"道琼斯","NIO":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129108213","content_text":"2月23日，美股股指期货持续拉升，道指期货涨0.83%，纳指期货涨1.33%，标普500指数涨0.98%。美股科技股盘前走高，特斯拉、英伟达涨超2%，苹果、微软、亚马逊、英特尔、AMD涨超1%；区块链概念股盘前走强，SOS Limited涨超5%，Marathon Digital Holdings、Bit Digital Inc、Riot Blockchain涨超4%，嘉楠科技涨超3%，Coinbase涨超2%；热门中概股盘前普涨，爱奇艺涨超7%，理想汽车、RLX科技涨超4%，哔哩哔哩、小鹏汽车、蔚来涨超3%，阿里巴巴、拼多多、京东、百度涨超2%；维珍银河盘前涨超3%，Q4录得营收14.1万美元，净亏损同比收窄且好于预期；Ocugen盘前跌超15%，消息面，公司对其发行的约1600万股普通股进行了定价，总收益约为5350万美元；巴克莱银行盘前涨超3%，Q4净利润增长超出预期，宣布十亿英镑股票回购计划；法拉第未来盘前涨超5%，第一辆FF 91准量产车将于北京时间2月24日在加州汉福德工厂打造完成并揭幕；Stellantis盘前涨超6%，2021年营收增长14%至1520亿欧元，预计今年营运利润率将达两位数；Nu Holdings盘前涨超11%，第四季度新增客户580万，净亏损有所收窄。","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938989897,"gmtCreate":1662541760519,"gmtModify":1676537084130,"author":{"id":"3565507635855257","authorId":"3565507635855257","name":"六只手","avatar":"https://community-static.tradeup.com/news/ae9a5aae21b0d13ed42d525a5588c0a0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565507635855257","authorIdStr":"3565507635855257"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$</a><v-v 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data-views=\"1\"></v-v>$","text":"$纳指三倍做空ETF(SQQQ)$$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996409564","isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9036099684,"gmtCreate":1646929051486,"gmtModify":1676534178709,"author":{"id":"3565507635855257","authorId":"3565507635855257","name":"六只手","avatar":"https://community-static.tradeup.com/news/ae9a5aae21b0d13ed42d525a5588c0a0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565507635855257","authorIdStr":"3565507635855257"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036099684","repostId":"1148107073","repostType":4,"repost":{"id":"1148107073","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1646924694,"share":"https://ttm.financial/m/news/1148107073?lang=&edition=fundamental","pubTime":"2022-03-10 23:04","market":"us","language":"zh","title":"异动 | 新能源汽车股持续下挫，蔚来、小鹏汽车跌超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1148107073","media":"老虎资讯综合","summary":"周四，美股新能源车股持续下挫，截至发稿，蔚来、小鹏汽车跌超10%，小牛电动跌超7%，图森未来、理想汽车跌超6%，Workhorse、Rivian跌近5%，特斯拉跌超3%。","content":"<html><head></head><body><p>周四，美股新能源车股持续下挫，截至发稿，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超10%，<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>跌超7%，图森未来、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超6%，Workhorse、Rivian跌近5%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌超3%。</p><p><img src=\"https://static.tigerbbs.com/fb1280228c366fbcf520ec232a887544\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/b5b26c6a652268cc8c64e463c81795e0\" tg-width=\"840\" tg-height=\"470\" 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>异动 | 新能源汽车股持续下挫，蔚来、小鹏汽车跌超10%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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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\">2022-03-10 23:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周四，美股新能源车股持续下挫，截至发稿，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超10%，<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>跌超7%，图森未来、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超6%，Workhorse、Rivian跌近5%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌超3%。</p><p><img src=\"https://static.tigerbbs.com/fb1280228c366fbcf520ec232a887544\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/b5b26c6a652268cc8c64e463c81795e0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ccf08a65163213fb22b4f94f7fb404e8","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148107073","content_text":"周四，美股新能源车股持续下挫，截至发稿，蔚来、小鹏汽车跌超10%，小牛电动跌超7%，图森未来、理想汽车跌超6%，Workhorse、Rivian跌近5%，特斯拉跌超3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":628200893,"gmtCreate":1673243933513,"gmtModify":1676538804818,"author":{"id":"3565507635855257","authorId":"3565507635855257","name":"六只手","avatar":"https://community-static.tradeup.com/news/ae9a5aae21b0d13ed42d525a5588c0a0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565507635855257","authorIdStr":"3565507635855257"},"themes":[],"htmlText":"<a 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href=\"https://ttm.financial/S/VIX\">$标普500波动率指数(VIX)$</a>👍👍","listText":"<a href=\"https://ttm.financial/S/VIX\">$标普500波动率指数(VIX)$</a>👍👍","text":"$标普500波动率指数(VIX)$👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9936762768","isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9994610824,"gmtCreate":1661623484371,"gmtModify":1676536550492,"author":{"id":"3565507635855257","authorId":"3565507635855257","name":"六只手","avatar":"https://community-static.tradeup.com/news/ae9a5aae21b0d13ed42d525a5588c0a0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565507635855257","authorIdStr":"3565507635855257"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BLDR\">$Builders FirstSource(BLDR)$</a>&nbsp;adui...&nbsp;","listText":"<a href=\"https://ttm.financial/S/BLDR\">$Builders 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11:15","market":"us","language":"zh","title":"这很库克，传iPhone14或有8种配色","url":"https://stock-news.laohu8.com/highlight/detail?id=2260370107","media":"视频","summary":"8月19日消息 此前有消息称，iPhone 14将取消远峰蓝配色，增加古铜金和紫色。近日有关厂家透露称iPhone 14将拥有多达8种配色。为产品设计多款颜色是苹果近两年的一个特点，此前iMac、HomePod mini都已经有更多配色可以选，给iPhone更多配色似乎也是情理之中。","content":"<html><body><div>\n<div itemprop=\"articleBody\">\n<img src=\"https://mercrt-fd.zol-img.com.cn/t_s640x480/g7/M00/05/05/ChMkK2LzFb6IP_MuAADRVqS3yEMAAGU2gBGyNIAANFu854.jpg\"/><div>\n<div><div></div></div>\n</div>\n<p>8月19日消息 此前有消息称，iPhone 14将取消远峰蓝配色，增加古铜金和紫色。近日有关厂家透露称iPhone 14将拥有多达8种配色。</p><p>为产品设计多款颜色是<a href=\"https://laohu8.com/S/AAPL\">苹果</a>近两年的一个特点，此前iMac、HomePod mini都已经有更多配色可以选，给iPhone更多配色似乎也是情理之中。</p><p><span></span><img src=\"https://mercrt-fd.zol-img.com.cn/t_s640x480/g7/M00/05/05/ChMkK2LzFb6IP_MuAADRVqS3yEMAAGU2gBGyNIAANFu854.jpg\"/></p><p>iPhone 14的外观和此前曝光的基本一致，基础款机型与iPhone 13基本没有区别，Pro机型的后置摄像模组更大、更凸出，有信息称最厚处可达1.4cm，有点夸张。</p><p>iPhone 14发布会可能会提前一周举行，北京时间9月8日凌晨，发货时间还是在9月23日。</p><p><span>目前，iPhone13部分产品限时优惠，<a href=\"https://laohu8.com/S/JD\">京东</a>领券至高立减600元，以旧唤醒补贴900元。iPhone12，iPhone11部分产品领券至高立减400元。</span></p><div><div><p><img src=\"https://img13.360buyimg.com/n0/s200x200_jfs/t1/178775/13/27687/39133/62fe218dE6c2c651a/185f9b722a8ea147.jpg\"/></p><p><strong>Apple iPhone 13 (A2634) 256GB 星光色 支持移动联通电信5G 双卡双待手机</strong></p><p><zspan>[经销商]</zspan> 京东商城</p><p><zspan>[产品售价]</zspan> ￥6799元</p><p>进入购买</p></div></div><p>本文属于原创文章，如若转载，请注明来源：这很库克，传iPhone14或有8种配色http://mobile.zol.com.cn/799/7998035.html</p><div zpv-events-inview=\"article-cont-bottom-viewport\"></div>\n<div>纠错与问题建议<span>标签：</span>手机</div><div>\n<span itemprop=\"url\">https://mobile.zol.com.cn/799/7998035.html</span>\n<span itemprop=\"indexUrl\">mobile.zol.com.cn</span>\n<span itemprop=\"isOriginal\">true</span>\n<span itemprop=\"author\"><a href=\"https://laohu8.com/S/000931\">中关村</a>在线</span>\n<span itemprop=\"isBasedOnUrl\">http://mobile.zol.com.cn/799/7998035.html</span>\n<span itemprop=\"genre\">report</span>\n<span itemprop=\"wordCount\">700</span>\n<span itemprop=\"description\">8月19日消息 此前有消息称，iPhone 14将取消远峰蓝配色，增加古铜金和紫色。近日有关厂家透露称iPhone 14将拥有多达8种配色。为产品设计多款颜色是苹果近两年的一个特点，此前iMac、HomePod mini都已经有更多配色可以选，给iPhone更多配色似乎也是情理之中。iPhone 14的...</span>\n</div></div>\n</div></body></html>","source":"zol_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>这很库克，传iPhone14或有8种配色</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这很库克，传iPhone14或有8种配色\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-20 11:15 北京时间&nbsp;&nbsp;&nbsp;<a href=http://mobile.zol.com.cn/799/7998035.html><strong>视频</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月19日消息 此前有消息称，iPhone 14将取消远峰蓝配色，增加古铜金和紫色。近日有关厂家透露称iPhone 14将拥有多达8种配色。为产品设计多款颜色是苹果近两年的一个特点，此前iMac、HomePod mini都已经有更多配色可以选，给iPhone更多配色似乎也是情理之中。iPhone 14的外观和此前曝光的基本一致，基础款机型与iPhone 13基本没有区别，Pro机型的后置摄像模组...</p>\n\n<a href=\"http://mobile.zol.com.cn/799/7998035.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4512":"苹果概念","BK4170":"电脑硬件、储存设备及电脑周边","AAPL":"苹果","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4575":"芯片概念","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4501":"段永平概念","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4574":"无人驾驶","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4581":"高盛持仓"},"source_url":"http://mobile.zol.com.cn/799/7998035.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260370107","content_text":"8月19日消息 此前有消息称，iPhone 14将取消远峰蓝配色，增加古铜金和紫色。近日有关厂家透露称iPhone 14将拥有多达8种配色。为产品设计多款颜色是苹果近两年的一个特点，此前iMac、HomePod mini都已经有更多配色可以选，给iPhone更多配色似乎也是情理之中。iPhone 14的外观和此前曝光的基本一致，基础款机型与iPhone 13基本没有区别，Pro机型的后置摄像模组更大、更凸出，有信息称最厚处可达1.4cm，有点夸张。iPhone 14发布会可能会提前一周举行，北京时间9月8日凌晨，发货时间还是在9月23日。目前，iPhone13部分产品限时优惠，京东领券至高立减600元，以旧唤醒补贴900元。iPhone12，iPhone11部分产品领券至高立减400元。Apple iPhone 13 (A2634) 256GB 星光色 支持移动联通电信5G 双卡双待手机[经销商] 京东商城[产品售价] ￥6799元进入购买本文属于原创文章，如若转载，请注明来源：这很库克，传iPhone14或有8种配色http://mobile.zol.com.cn/799/7998035.html\n纠错与问题建议标签：手机\nhttps://mobile.zol.com.cn/799/7998035.html\nmobile.zol.com.cn\ntrue\n中关村在线\nhttp://mobile.zol.com.cn/799/7998035.html\nreport\n700\n8月19日消息 此前有消息称，iPhone 14将取消远峰蓝配色，增加古铜金和紫色。近日有关厂家透露称iPhone 14将拥有多达8种配色。为产品设计多款颜色是苹果近两年的一个特点，此前iMac、HomePod mini都已经有更多配色可以选，给iPhone更多配色似乎也是情理之中。iPhone 14的...","news_type":1},"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933744867,"gmtCreate":1662350370560,"gmtModify":1676537043137,"author":{"id":"3565507635855257","authorId":"3565507635855257","name":"六只手","avatar":"https://community-static.tradeup.com/news/ae9a5aae21b0d13ed42d525a5588c0a0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565507635855257","authorIdStr":"3565507635855257"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9933744867","repostId":"1138935850","repostType":4,"isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995123841,"gmtCreate":1661432524685,"gmtModify":1676536517194,"author":{"id":"3565507635855257","authorId":"3565507635855257","name":"六只手","avatar":"https://community-static.tradeup.com/news/ae9a5aae21b0d13ed42d525a5588c0a0","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565507635855257","authorIdStr":"3565507635855257"},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995123841","repostId":"2262383659","repostType":2,"repost":{"id":"2262383659","kind":"highlight","pubTimestamp":1661417993,"share":"https://ttm.financial/m/news/2262383659?lang=&edition=fundamental","pubTime":"2022-08-25 16:59","market":"hk","language":"zh","title":"花旗：予友邦保险买入评级 目标价104港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2262383659","media":"新浪港股","summary":"花旗发布研究报告称，予友邦保险“买入”评级，预测将恢复股票回购，股价会作出正面反应，目标价104港元。集团上半年业绩符合预期，按固定汇率计算新业务价值下跌13%，在预期范围内，主要受到实际汇率计算下年化新保费下跌9%及毛利率下跌4个百分点所拖累。　　报告中称，友邦旗下东盟市场从疫情中复苏，第二季新业务价值下跌幅度收窄至10%。炒股开户享福利，入金抽188元红包，100%中奖！","content":"<html><body><div>\n<div>\n<div>\n<img src=\"http://image.sinajs.cn/n/hk/min/640x360xxfhd/01299.png\"/>\n</div>\n</div>\n<p>　　<a href=\"https://laohu8.com/S/C\">花旗</a>发布研究报告称，予<span><a href=\"https://laohu8.com/S/01299\">友邦保险</a></span><span></span>（01299）“买入”评级，预测将恢复股票回购，股价会作出正面反应，目标价104港元。集团上半年业绩符合预期，按固定汇率计算新业务价值（VNB）下跌13%，在预期范围内，主要受到实际汇率计算下年化新保费下跌9%及毛利率下跌4个百分点（按实质汇率计）所拖累。</p>\n<p>　　报告中称，友邦旗下东盟市场从疫情中复苏，第二季新业务价值下跌幅度收窄至10%（首季跌19%）。上半年采用香港风险资本（HKRBC）及偿二代（C-ROSSII）准则后，中期内涵价值较去年下半年下跌4%至701亿美元，符合该行预测，主要受负投资回报差异、股票回购计划及外汇变动所拖累。</p>\n<div>\n<span>炒股开户享福利，入金抽188元红包，100%中奖！</span>\n<img src=\"\"/>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"highlight_sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>花旗：予友邦保险买入评级 目标价104港元</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{ 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class=\"title\">\n花旗：予友邦保险买入评级 目标价104港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-25 16:59 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/hkstock/hkgg/2022-08-25/doc-imizirav9669014.shtml><strong>新浪港股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>花旗发布研究报告称，予友邦保险（01299）“买入”评级，预测将恢复股票回购，股价会作出正面反应，目标价104港元。集团上半年业绩符合预期，按固定汇率计算新业务价值（VNB）下跌13%，在预期范围内，主要受到实际汇率计算下年化新保费下跌9%及毛利率下跌4个百分点（按实质汇率计）所拖累。\n　　报告中称，友邦旗下东盟市场从疫情中复苏，第二季新业务价值下跌幅度收窄至10%（首季跌19%）。上半年采用香港...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/hkgg/2022-08-25/doc-imizirav9669014.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01299":"友邦保险"},"source_url":"https://finance.sina.com.cn/stock/hkstock/hkgg/2022-08-25/doc-imizirav9669014.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2262383659","content_text":"花旗发布研究报告称，予友邦保险（01299）“买入”评级，预测将恢复股票回购，股价会作出正面反应，目标价104港元。集团上半年业绩符合预期，按固定汇率计算新业务价值（VNB）下跌13%，在预期范围内，主要受到实际汇率计算下年化新保费下跌9%及毛利率下跌4个百分点（按实质汇率计）所拖累。\n　　报告中称，友邦旗下东盟市场从疫情中复苏，第二季新业务价值下跌幅度收窄至10%（首季跌19%）。上半年采用香港风险资本（HKRBC）及偿二代（C-ROSSII）准则后，中期内涵价值较去年下半年下跌4%至701亿美元，符合该行预测，主要受负投资回报差异、股票回购计划及外汇变动所拖累。\n\n炒股开户享福利，入金抽188元红包，100%中奖！\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1},"isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}