雅格格 personal page - To The Moon

雅格格

雅格格

培养股市感觉的小白

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2023-02-23

$苹果(AAPL)$ [开心] [开心]

2022-07-15

$纳斯达克100 Covered Call ETF-Global X(QYLD)$😭😭

2023-02-17

$苹果(AAPL)$ [微笑] [微笑]

2021-09-18

$Orphazyme A/S(ORPH)$???

2024-11-20

$C3.ai, Inc.(AI)$

2022-04-20

😃

2022-03-21

👍

市场综述 | 王者“农、药”、龙头股十天大涨200%

09-04

$AppLovin Corporation(APP)$ [开心] [开心]

2023-01-12

$谷歌A(GOOGL)$

2023-01-02

$苹果(AAPL)$ [笑哭] [笑哭]

2022-10-28

[微笑]

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2022-10-28

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苹果电话会“信心十足”：如果不是美元走强，增长可以达到两位数

2022-10-20

[强] [强]

4 High-Yielding REITs Trading at 52-Week Lows: Should You Buy Them?

2022-10-11

[笑哭] [笑哭]

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2022-01-02

🙃🙃

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2024-03-29

$iShares Bitcoin Trust(IBIT)$

2024-03-26

$iShares Bitcoin Trust(IBIT)$

2023-03-13

[微笑] [微笑]

硅谷银行 “多米诺效应” 持续发酵，多家港股上市公司紧急回应！

2023-03-09

$宏利美国房地产投资信托(BTOU.SI)$

2023-03-07

$金种子酒(600199)$

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[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949216959","repostId":"2319704257","repostType":4,"repost":{"id":"2319704257","kind":"highlight","pubTimestamp":1678667649,"share":"https://ttm.financial/m/news/2319704257?lang=&edition=fundamental","pubTime":"2023-03-13 08:34","market":"us","language":"zh","title":"硅谷银行 “多米诺效应” 持续发酵，多家港股上市公司紧急回应！","url":"https://stock-news.laohu8.com/highlight/detail?id=2319704257","media":"智通财经网","summary":"美国硅谷银行破产事件持续发酵。","content":"<html><head></head><body><p>智通财经APP获悉，美国财政部、美联储、联邦存款保险公司(FDIC)在<a href=\"https://laohu8.com/S/SIVB\">硅谷银行</a>事件后宣布采取行动。从3月13日周一开始，储户可以支取他们所有的资金。与硅谷银行破产有关的任何损失都不会由纳税人承担。此外，纽约州的Signature  Bank今天被该州监管机构关闭，其所有存款人都将得到全额补偿，纳税人也不会承担任何损失。股东和某些无担保债券持有人将得不到保护，高级管理人员也将被撤职。存款保险基金为支持没有保险的储户而遭受的任何损失，将根据法律要求，通过对银行进行特别评估来弥补。</p><p>美国硅谷银行破产事件持续发酵。美国监管文件显示，投资者和储户周四试图从硅谷银行提取420亿美元，这是10多年来美国最大的银行挤兑之一。根据加州金融保护和创新部周五提交的接管令，截至3月9日，该银行的现金余额为负的9.58亿美元。这揭示了这家银行面临的挤兑规模。美国联邦存款保险公司已将这家银行纳入破产管理程序。</p><p>公开资料显示，SVB是一家主要为科创类企业提供融资等金融服务的上市银行，2022年末总资产规模达2118亿美元，按照合并资产排名来看，为全美第16大银行。SVB客户主要来自于科学技术、生命科学、医疗保健、高端消费、私募股权及风险投资(PE/VC)等科技初创领域。新冠疫情发生后，由于美联储大幅宽松，市场流动性充裕，投资热情高涨，科创企业获得了大量资金，并将其存放在SVB。根据SVB年报的数据，该行负债端所积累的存款从2019年底的618亿美元大幅上升至2021年底的1892亿美元，2022年底略降至1731亿美元。由于一时难以找到合适的贷款投向，SVB将大量存款用于购买久期较长的美国国债与抵押贷款支持证券(MBS)，也就是“短债长投”，而这也带来了期限错配。</p><p>在投资人和<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>中享有盛誉的硅谷银行爆出惊天大雷，美国硅谷银行倒闭引发的市场恐慌还在不断发酵，不少投资者担心可能引发类似2008年次贷危机的全球金融海啸。</p><p>截至3月12日，已有包括红杉资本在内的325家风投机构，签署了一份共同的支持硅谷银行声明。此外，雇用超过22000名员工的650名创始人也共同签署声明表示，要求监管部门阻止灾难发生。</p><p><b>恐慌情绪向全球蔓延 硅谷银行英国公司或将破产</b></p><p>英国央行(英格兰银行)发布公告称，打算向法院申请，将硅谷银行英国附属公司(以下简称“SVB UK”)列入银行破产程序。在此期间，该公司将停止付款或接受存款。英格兰银行称，SVB UK在英国的业务有限，没有支持金融系统的关键职能。</p><p>据市场消息，直到10日，SVB UK还表示它是硅谷银行的“独立子公司”，拥有自己的资产负债表和“隔离”基金。但由于恐慌情绪在科技公司和投资者中蔓延，该公司当天被迫申请了18亿英镑的流动资金。</p><p><b>硅谷银行 “多米诺效应” 多上市公司上演逃出生天</b></p><p>在此背景下，SVB事件对国内公司的影响亦受到关注，康方生物、亚盛医药、基石药业等多家公司紧急回应，避免被“误伤”。</p><p>3月12日，康方生物消息，公司关注到，近期美国硅谷银行的相关事件引起了市场较多关注，公司特别声明：自成立以来，公司未曾与美国硅谷银行或其关联公司发生过业务合作，亦从未在美国硅谷银行或其关联公司有任何存款。</p><p>亚盛医药在港交所公告，有鉴于近期美国硅谷银行被勒令关闭的事件，公司特此声明，公司自成立以来未曾与美国硅谷银行或其关联公司发生过业务合作。此外，截止本公告日期，公司未在美国硅谷银行或其关联公司有任何存款。</p><p><a href=\"https://laohu8.com/S/02616\">基石药业-B</a>晚间公告，截至公告日，公司在SVB设立的营运账户中仅有少量现金结馀。公司在SVB的账户超出FDIC承保金额的部分低于60万美元，且占公司现金、现金等价物及定期存款总额低于0.5%。公司现金及资产配置较为多元化以最大程度降低风险，且聘用大型<a href=\"https://laohu8.com/S/FISI\">金融机构</a>提供商业银行服务，目前该等机构暂未面临流动性风险。因此，公司认为此次SVB事件对公司影响甚微。</p><p><img src=\"https://static.tigerbbs.com/87f794237505dadc109a29b642dfbf88\" tg-width=\"897\" tg-height=\"982\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>有医药投资者人表示，由于中国不少生物医药公司主要在港股以及科创板上市，而非在海外上市，预计受到硅谷银行破产事件影响或不大。</p><p>不过，谈及美国硅谷银行对金融和经济的影响，有投资者认为，“信心比黄金更珍贵。”美国硅谷银行破产动摇着不少美国储户对中小银行的信心。中小银行的脆弱性可能会削弱其信用创造的能力，并对经济施加进一步的下行压力。如果银行挤兑风险集中发生，可能引发股市崩盘，甚至催生金融危机，后果将难以设想。</p><p><a href=\"https://laohu8.com/S/600030\">中信证券</a>研报认为，美国硅谷银行困境的主因是美联储持续加息背景下流动性风险的暴露，不过硅谷银行的流动性压力未必意味着其将破产。诚然，市场恐慌情绪正在蔓延，但分析师认为目前硅谷银行的流动性压力尚不至于发展到债务危机，也不足以引发金融海啸。美国高利率环境下金融体系的风险在逐步累积，美债收益率曲线倒挂与债市流动性不足等问题可能放大局部金融风险，未来局部性金融风险仍需防范。</p><p><a href=\"https://laohu8.com/S/601995\">中金公司</a>指出，SVB事件抑制市场风险偏好，对美国科技股尤为不利，不排除引发美股进一步调整。如果美国通胀难以快速回落，美债收益率在高位停留更久(high  for  longer)，再加上金融风险暴露抑制风险偏好，美股估值将难以得到支撑。分析师还表示，不能低估当前美国科技行业的风险，对于美国经济与资本市场，也维持谨慎态度，不仅要关注流动性驱动、高估值资产的下跌风险，还要防范其对其它市场可能带来的外溢效应。</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>硅谷银行 “多米诺效应” 持续发酵，多家港股上市公司紧急回应！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n硅谷银行 “多米诺效应” 持续发酵，多家港股上市公司紧急回应！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-13 08:34 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/890561.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，美国财政部、美联储、联邦存款保险公司(FDIC)在硅谷银行事件后宣布采取行动。从3月13日周一开始，储户可以支取他们所有的资金。与硅谷银行破产有关的任何损失都不会由纳税人承担。此外，纽约州的Signature  Bank今天被该州监管机构关闭，其所有存款人都将得到全额补偿，纳税人也不会承担任何损失。股东和某些无担保债券持有人将得不到保护，高级管理人员也将被撤职。存款保险基金为...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/890561.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/c85a7dfade591f6216f07139fba2e12d","relate_stocks":{"BK4588":"碎股","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","IAT":"安硕美国地区银行ETF","LU1861217088.USD":"贝莱德金融科技A2","BK4211":"区域性银行","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H"},"source_url":"http://www.zhitongcaijing.com/content/detail/890561.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2319704257","content_text":"智通财经APP获悉，美国财政部、美联储、联邦存款保险公司(FDIC)在硅谷银行事件后宣布采取行动。从3月13日周一开始，储户可以支取他们所有的资金。与硅谷银行破产有关的任何损失都不会由纳税人承担。此外，纽约州的Signature  Bank今天被该州监管机构关闭，其所有存款人都将得到全额补偿，纳税人也不会承担任何损失。股东和某些无担保债券持有人将得不到保护，高级管理人员也将被撤职。存款保险基金为支持没有保险的储户而遭受的任何损失，将根据法律要求，通过对银行进行特别评估来弥补。美国硅谷银行破产事件持续发酵。美国监管文件显示，投资者和储户周四试图从硅谷银行提取420亿美元，这是10多年来美国最大的银行挤兑之一。根据加州金融保护和创新部周五提交的接管令，截至3月9日，该银行的现金余额为负的9.58亿美元。这揭示了这家银行面临的挤兑规模。美国联邦存款保险公司已将这家银行纳入破产管理程序。公开资料显示，SVB是一家主要为科创类企业提供融资等金融服务的上市银行，2022年末总资产规模达2118亿美元，按照合并资产排名来看，为全美第16大银行。SVB客户主要来自于科学技术、生命科学、医疗保健、高端消费、私募股权及风险投资(PE/VC)等科技初创领域。新冠疫情发生后，由于美联储大幅宽松，市场流动性充裕，投资热情高涨，科创企业获得了大量资金，并将其存放在SVB。根据SVB年报的数据，该行负债端所积累的存款从2019年底的618亿美元大幅上升至2021年底的1892亿美元，2022年底略降至1731亿美元。由于一时难以找到合适的贷款投向，SVB将大量存款用于购买久期较长的美国国债与抵押贷款支持证券(MBS)，也就是“短债长投”，而这也带来了期限错配。在投资人和创业公司中享有盛誉的硅谷银行爆出惊天大雷，美国硅谷银行倒闭引发的市场恐慌还在不断发酵，不少投资者担心可能引发类似2008年次贷危机的全球金融海啸。截至3月12日，已有包括红杉资本在内的325家风投机构，签署了一份共同的支持硅谷银行声明。此外，雇用超过22000名员工的650名创始人也共同签署声明表示，要求监管部门阻止灾难发生。恐慌情绪向全球蔓延 硅谷银行英国公司或将破产英国央行(英格兰银行)发布公告称，打算向法院申请，将硅谷银行英国附属公司(以下简称“SVB UK”)列入银行破产程序。在此期间，该公司将停止付款或接受存款。英格兰银行称，SVB UK在英国的业务有限，没有支持金融系统的关键职能。据市场消息，直到10日，SVB UK还表示它是硅谷银行的“独立子公司”，拥有自己的资产负债表和“隔离”基金。但由于恐慌情绪在科技公司和投资者中蔓延，该公司当天被迫申请了18亿英镑的流动资金。硅谷银行 “多米诺效应” 多上市公司上演逃出生天在此背景下，SVB事件对国内公司的影响亦受到关注，康方生物、亚盛医药、基石药业等多家公司紧急回应，避免被“误伤”。3月12日，康方生物消息，公司关注到，近期美国硅谷银行的相关事件引起了市场较多关注，公司特别声明：自成立以来，公司未曾与美国硅谷银行或其关联公司发生过业务合作，亦从未在美国硅谷银行或其关联公司有任何存款。亚盛医药在港交所公告，有鉴于近期美国硅谷银行被勒令关闭的事件，公司特此声明，公司自成立以来未曾与美国硅谷银行或其关联公司发生过业务合作。此外，截止本公告日期，公司未在美国硅谷银行或其关联公司有任何存款。基石药业-B晚间公告，截至公告日，公司在SVB设立的营运账户中仅有少量现金结馀。公司在SVB的账户超出FDIC承保金额的部分低于60万美元，且占公司现金、现金等价物及定期存款总额低于0.5%。公司现金及资产配置较为多元化以最大程度降低风险，且聘用大型金融机构提供商业银行服务，目前该等机构暂未面临流动性风险。因此，公司认为此次SVB事件对公司影响甚微。有医药投资者人表示，由于中国不少生物医药公司主要在港股以及科创板上市，而非在海外上市，预计受到硅谷银行破产事件影响或不大。不过，谈及美国硅谷银行对金融和经济的影响，有投资者认为，“信心比黄金更珍贵。”美国硅谷银行破产动摇着不少美国储户对中小银行的信心。中小银行的脆弱性可能会削弱其信用创造的能力，并对经济施加进一步的下行压力。如果银行挤兑风险集中发生，可能引发股市崩盘，甚至催生金融危机，后果将难以设想。中信证券研报认为，美国硅谷银行困境的主因是美联储持续加息背景下流动性风险的暴露，不过硅谷银行的流动性压力未必意味着其将破产。诚然，市场恐慌情绪正在蔓延，但分析师认为目前硅谷银行的流动性压力尚不至于发展到债务危机，也不足以引发金融海啸。美国高利率环境下金融体系的风险在逐步累积，美债收益率曲线倒挂与债市流动性不足等问题可能放大局部金融风险，未来局部性金融风险仍需防范。中金公司指出，SVB事件抑制市场风险偏好，对美国科技股尤为不利，不排除引发美股进一步调整。如果美国通胀难以快速回落，美债收益率在高位停留更久(high  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20:42","market":"hk","language":"zh","title":"盘前 | 三大股指期货齐涨！特斯拉又遭分析师高度看空","url":"https://stock-news.laohu8.com/highlight/detail?id=1147743665","media":"老虎资讯综合","summary":"12月8日，美股三大股指期货小幅走高，截至发稿，道指期货涨0.18%，纳斯达克100指数期货涨0.24%，标普500指数期货涨0.25%。盘前行情热门中概股盘前大涨，RLX科技涨超7%，爱奇艺涨超6%","content":"<html><head></head><body><p>12月8日，美股三大股指期货小幅走高，截至发稿，道指期货涨0.18%，纳斯达克100指数期货涨0.24%，标普500指数期货涨0.25%。</p><p><img src=\"https://static.tigerbbs.com/55f0fca0843e38bc746432f8cae0beaa\" tg-width=\"395\" tg-height=\"195\" referrerpolicy=\"no-referrer\"/></p><p><b>盘前行情</b></p><p>热门中概股盘前大涨，<a href=\"https://laohu8.com/S/RLX\">RLX科技</a>涨超7%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨超6%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超5%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超4%，<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/BIDU\">百度</a>涨超3%；</p><p><a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>盘前涨近10%，《三体》动画将于本周六11:00开播，首日两集连播。《三体》动画由艺画开天作为联合出品方负责制作，艺画开天文化传播有限公司由<a href=\"https://laohu8.com/S/00700\">腾讯</a>旗下子公司持股约29%，哔哩哔哩关联公司持股约30%；</p><p><a href=\"https://laohu8.com/S/MOMO\">挚文集团</a>盘前涨超16%，三季度净营收32.33亿元超预期，净利润5.358亿元；</p><p>中国相关ETF盘前走高，<a href=\"https://laohu8.com/S/CWEB\">两倍做多沪深中国互联网股票ETFETF-Direxion</a>涨超9%，<a href=\"https://laohu8.com/S/YINN\">三倍做多富时中国ETF-Direxion</a>涨超7%，<a href=\"https://laohu8.com/S/KWEB\">中国海外互联网ETF-KraneShares</a>涨超2%；</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前跌近2%，中国乘联会(CPCA)周四公布的最新数据显示，特斯拉11月的电动汽车零售销量环比下降12.85%。</p><p><a href=\"https://laohu8.com/NW/1147574044\" target=\"_blank\"><b>特斯拉存在需求问题？第四季度业绩恐远逊华尔街平均预期</b></a><b></b></p><p>Bernstein分析师周三下调特斯拉第四季度和全年业绩预测，水平远低于市场平均预期，Bernstein认为特斯拉似乎越来越存在需求问题。</p><p>Bernstein现在预计，特斯拉第四季度每股收益为1.17美元，营收为253亿美元，低于分析师平均预期的1.26美元和261亿美元。Bernstein预计，2023财年每股收益为4.96美元，营收为1110亿美元，亦低于市场普遍预期的5.59美元和1160亿美元。</p><p>Bernstein给予特斯拉跑输大市评级，目标价为150美元。</p><p><b>要闻速递</b></p><p><a href=\"https://laohu8.com/NW/1181805419\" target=\"_blank\">消息称马斯克指派朱晓彤管理得州奥斯汀超级工厂</a>；</p><p><a href=\"https://laohu8.com/NW/1185336929\" target=\"_blank\">B站《三体》动画12月10日开播，首日两集连播</a>；</p><p><a href=\"https://laohu8.com/NW/1197912048\" target=\"_blank\">挚文集团第三季度营收32.3亿元，同比下滑14%</a>；</p><p><a href=\"https://laohu8.com/NW/1178094547\" target=\"_blank\">乘联会：11月新能源乘用车批发销量达到72.8万辆，同比增长70.2%</a>；</p><p><a href=\"https://laohu8.com/NW/1148360921\" target=\"_blank\">广汽集团：11月汽车销量为190,305辆，同比下降15.09%</a>；</p><p><a href=\"https://laohu8.com/NW/1191502561\" target=\"_blank\">长城汽车：11月销量总计87,560辆，同比减少28.53%</a>；</p><p><a href=\"https://laohu8.com/NW/1113251335\" target=\"_blank\">小摩出售小鹏汽车441.2万股H股，持股比例降至6.86%</a>；</p><p><a href=\"https://laohu8.com/NW/1135337776\" target=\"_blank\">腾讯控股：12月8日回购112万股，共耗资约3.51亿港元</a>；</p><p><a href=\"https://laohu8.com/NW/2289841743\" target=\"_blank\">加密货币寒冬之际，Coinbase预计年收入减半</a>；</p><p><a href=\"https://laohu8.com/NW/1195051807\" target=\"_blank\">埃克森美孚将2024年的股票回购计划扩大至500亿美元</a>；</p><p><a href=\"https://laohu8.com/NW/1146871027\" target=\"_blank\">格力地产：拟购买免税集团100%股权，股票复牌</a>；</p><p><b>欧洲市场</b></p><p>欧洲主要股指全线下跌，截至发稿，德国DAX30指数跌0.24%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>跌0.04%，法国CAC40跌0.13%。</p><p><img src=\"https://static.tigerbbs.com/6b2109024b53b259affd4ef74a677e14\" tg-width=\"817\" tg-height=\"282\" width=\"100%\" height=\"auto\"/></p><p><b>原油</b></p><p>原油期货震荡拉升，截止发稿，WTI原油涨2.21%，报73.6美元/桶；布伦特原油涨1.22%，报78.11美元/桶。</p><p><img src=\"https://static.tigerbbs.com/8053bf7c10d9aee4a0c8b440c860432b\" tg-width=\"904\" tg-height=\"834\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/bf5552d1720db529c203e2b12ee579a6\" tg-width=\"904\" tg-height=\"837\" width=\"100%\" height=\"auto\"/></p><p><b>黄金</b></p><p>黄金期货微幅走高，截止发稿，涨0.01%，报1798.1美元/盎司。</p><p><img src=\"https://static.tigerbbs.com/53107819276accba7ab7d9f64d201aff\" tg-width=\"904\" tg-height=\"835\" width=\"100%\" height=\"auto\"/></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>盘前 | 三大股指期货齐涨！特斯拉又遭分析师高度看空</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盘前 | 三大股指期货齐涨！特斯拉又遭分析师高度看空\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\">2022-12-08 20:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月8日，美股三大股指期货小幅走高，截至发稿，道指期货涨0.18%，纳斯达克100指数期货涨0.24%，标普500指数期货涨0.25%。</p><p><img src=\"https://static.tigerbbs.com/55f0fca0843e38bc746432f8cae0beaa\" tg-width=\"395\" tg-height=\"195\" referrerpolicy=\"no-referrer\"/></p><p><b>盘前行情</b></p><p>热门中概股盘前大涨，<a href=\"https://laohu8.com/S/RLX\">RLX科技</a>涨超7%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨超6%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超5%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超4%，<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/BIDU\">百度</a>涨超3%；</p><p><a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>盘前涨近10%，《三体》动画将于本周六11:00开播，首日两集连播。《三体》动画由艺画开天作为联合出品方负责制作，艺画开天文化传播有限公司由<a href=\"https://laohu8.com/S/00700\">腾讯</a>旗下子公司持股约29%，哔哩哔哩关联公司持股约30%；</p><p><a href=\"https://laohu8.com/S/MOMO\">挚文集团</a>盘前涨超16%，三季度净营收32.33亿元超预期，净利润5.358亿元；</p><p>中国相关ETF盘前走高，<a href=\"https://laohu8.com/S/CWEB\">两倍做多沪深中国互联网股票ETFETF-Direxion</a>涨超9%，<a href=\"https://laohu8.com/S/YINN\">三倍做多富时中国ETF-Direxion</a>涨超7%，<a href=\"https://laohu8.com/S/KWEB\">中国海外互联网ETF-KraneShares</a>涨超2%；</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前跌近2%，中国乘联会(CPCA)周四公布的最新数据显示，特斯拉11月的电动汽车零售销量环比下降12.85%。</p><p><a href=\"https://laohu8.com/NW/1147574044\" target=\"_blank\"><b>特斯拉存在需求问题？第四季度业绩恐远逊华尔街平均预期</b></a><b></b></p><p>Bernstein分析师周三下调特斯拉第四季度和全年业绩预测，水平远低于市场平均预期，Bernstein认为特斯拉似乎越来越存在需求问题。</p><p>Bernstein现在预计，特斯拉第四季度每股收益为1.17美元，营收为253亿美元，低于分析师平均预期的1.26美元和261亿美元。Bernstein预计，2023财年每股收益为4.96美元，营收为1110亿美元，亦低于市场普遍预期的5.59美元和1160亿美元。</p><p>Bernstein给予特斯拉跑输大市评级，目标价为150美元。</p><p><b>要闻速递</b></p><p><a href=\"https://laohu8.com/NW/1181805419\" target=\"_blank\">消息称马斯克指派朱晓彤管理得州奥斯汀超级工厂</a>；</p><p><a href=\"https://laohu8.com/NW/1185336929\" target=\"_blank\">B站《三体》动画12月10日开播，首日两集连播</a>；</p><p><a href=\"https://laohu8.com/NW/1197912048\" target=\"_blank\">挚文集团第三季度营收32.3亿元，同比下滑14%</a>；</p><p><a href=\"https://laohu8.com/NW/1178094547\" target=\"_blank\">乘联会：11月新能源乘用车批发销量达到72.8万辆，同比增长70.2%</a>；</p><p><a href=\"https://laohu8.com/NW/1148360921\" target=\"_blank\">广汽集团：11月汽车销量为190,305辆，同比下降15.09%</a>；</p><p><a href=\"https://laohu8.com/NW/1191502561\" target=\"_blank\">长城汽车：11月销量总计87,560辆，同比减少28.53%</a>；</p><p><a href=\"https://laohu8.com/NW/1113251335\" target=\"_blank\">小摩出售小鹏汽车441.2万股H股，持股比例降至6.86%</a>；</p><p><a href=\"https://laohu8.com/NW/1135337776\" target=\"_blank\">腾讯控股：12月8日回购112万股，共耗资约3.51亿港元</a>；</p><p><a href=\"https://laohu8.com/NW/2289841743\" target=\"_blank\">加密货币寒冬之际，Coinbase预计年收入减半</a>；</p><p><a href=\"https://laohu8.com/NW/1195051807\" target=\"_blank\">埃克森美孚将2024年的股票回购计划扩大至500亿美元</a>；</p><p><a href=\"https://laohu8.com/NW/1146871027\" target=\"_blank\">格力地产：拟购买免税集团100%股权，股票复牌</a>；</p><p><b>欧洲市场</b></p><p>欧洲主要股指全线下跌，截至发稿，德国DAX30指数跌0.24%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>跌0.04%，法国CAC40跌0.13%。</p><p><img src=\"https://static.tigerbbs.com/6b2109024b53b259affd4ef74a677e14\" tg-width=\"817\" tg-height=\"282\" width=\"100%\" height=\"auto\"/></p><p><b>原油</b></p><p>原油期货震荡拉升，截止发稿，WTI原油涨2.21%，报73.6美元/桶；布伦特原油涨1.22%，报78.11美元/桶。</p><p><img src=\"https://static.tigerbbs.com/8053bf7c10d9aee4a0c8b440c860432b\" tg-width=\"904\" tg-height=\"834\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/bf5552d1720db529c203e2b12ee579a6\" tg-width=\"904\" tg-height=\"837\" width=\"100%\" height=\"auto\"/></p><p><b>黄金</b></p><p>黄金期货微幅走高，截止发稿，涨0.01%，报1798.1美元/盎司。</p><p><img src=\"https://static.tigerbbs.com/53107819276accba7ab7d9f64d201aff\" tg-width=\"904\" tg-height=\"835\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{"LU0097036916.USD":"贝莱德美国增长A2 USD","BK4527":"明星科技股","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU2063271972.USD":"富兰克林创新领域基金","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4550":"红杉资本持仓","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0823411888.USD":"法巴消费创新基金 Cap","TSLA":"特斯拉","BK4551":"寇图资本持仓","LU0056508442.USD":"贝莱德世界科技基金A2"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147743665","content_text":"12月8日，美股三大股指期货小幅走高，截至发稿，道指期货涨0.18%，纳斯达克100指数期货涨0.24%，标普500指数期货涨0.25%。盘前行情热门中概股盘前大涨，RLX科技涨超7%，爱奇艺涨超6%，理想汽车涨超5%，小鹏汽车涨超4%，阿里巴巴、拼多多、百度涨超3%；哔哩哔哩盘前涨近10%，《三体》动画将于本周六11:00开播，首日两集连播。《三体》动画由艺画开天作为联合出品方负责制作，艺画开天文化传播有限公司由腾讯旗下子公司持股约29%，哔哩哔哩关联公司持股约30%；挚文集团盘前涨超16%，三季度净营收32.33亿元超预期，净利润5.358亿元；中国相关ETF盘前走高，两倍做多沪深中国互联网股票ETFETF-Direxion涨超9%，三倍做多富时中国ETF-Direxion涨超7%，中国海外互联网ETF-KraneShares涨超2%；特斯拉盘前跌近2%，中国乘联会(CPCA)周四公布的最新数据显示，特斯拉11月的电动汽车零售销量环比下降12.85%。特斯拉存在需求问题？第四季度业绩恐远逊华尔街平均预期Bernstein分析师周三下调特斯拉第四季度和全年业绩预测，水平远低于市场平均预期，Bernstein认为特斯拉似乎越来越存在需求问题。Bernstein现在预计，特斯拉第四季度每股收益为1.17美元，营收为253亿美元，低于分析师平均预期的1.26美元和261亿美元。Bernstein预计，2023财年每股收益为4.96美元，营收为1110亿美元，亦低于市场普遍预期的5.59美元和1160亿美元。Bernstein给予特斯拉跑输大市评级，目标价为150美元。要闻速递消息称马斯克指派朱晓彤管理得州奥斯汀超级工厂；B站《三体》动画12月10日开播，首日两集连播；挚文集团第三季度营收32.3亿元，同比下滑14%；乘联会：11月新能源乘用车批发销量达到72.8万辆，同比增长70.2%；广汽集团：11月汽车销量为190,305辆，同比下降15.09%；长城汽车：11月销量总计87,560辆，同比减少28.53%；小摩出售小鹏汽车441.2万股H股，持股比例降至6.86%；腾讯控股：12月8日回购112万股，共耗资约3.51亿港元；加密货币寒冬之际，Coinbase预计年收入减半；埃克森美孚将2024年的股票回购计划扩大至500亿美元；格力地产：拟购买免税集团100%股权，股票复牌；欧洲市场欧洲主要股指全线下跌，截至发稿，德国DAX30指数跌0.24%，英国富时100跌0.04%，法国CAC40跌0.13%。原油原油期货震荡拉升，截止发稿，WTI原油涨2.21%，报73.6美元/桶；布伦特原油涨1.22%，报78.11美元/桶。黄金黄金期货微幅走高，截止发稿，涨0.01%，报1798.1美元/盎司。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962407894,"gmtCreate":1669819267419,"gmtModify":1676538249825,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅格格","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962407894","isVote":1,"tweetType":1,"viewCount":616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982573568,"gmtCreate":1667222244655,"gmtModify":1676537879867,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅格格","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982573568","isVote":1,"tweetType":1,"viewCount":740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982269127,"gmtCreate":1667187027469,"gmtModify":1676537873777,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅格格","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982269127","repostId":"1171428089","repostType":2,"repost":{"id":"1171428089","kind":"news","pubTimestamp":1666834905,"share":"https://ttm.financial/m/news/1171428089?lang=&edition=fundamental","pubTime":"2022-10-27 09:41","market":"sg","language":"en","title":"These 4 REITs are Plumbing New All-Time Lows: Is it Time to Buy Them?","url":"https://stock-news.laohu8.com/highlight/detail?id=1171428089","media":"The Smart Investor","summary":"REITs are a perfect investment vehicle for anyone who desires consistent dividends.With the requirem","content":"<html><head></head><body><p>REITs are a perfect investment vehicle for anyone who desires consistent dividends.</p><p>With the requirement to pay out at least 90% of their earnings as distributions, REITs deserve a place in any income-seeking investor’s portfolio.</p><p>However, of late, this asset class has come under pressure.</p><p>A combination of high inflation and surging interest rates has dampened REIT sentiment.</p><p>Investors are worried if REITs can sustain their distribution per unit (DPU) in light of these cost pressures.</p><p>As a result, many REITs have seen their share prices skidding to year-lows.</p><p>Here are four REITs whose share prices have hit new all-time lows.</p><p>Investors who remain confident in their prospects may consider adding them to their buy watchlists.</p><h3><a href=\"https://laohu8.com/S/BTOU.SI\">Manulife US REIT</a></h3><p>Manulife US REIT, or MUST, is a pure-play US office REIT with 12 freehold office properties in its portfolio spanning seven states in the US.</p><p>MUST’s total assets under management stood at US$2.2 billion as of 31 December 2021.</p><p>The REIT’s unit price has half its value year to date and hit an all-time low of US$0.31 recently.</p><p>Gross revenue for the first half of fiscal 2022 (1H2022) rose 10.6% year on year to US$100.4 million.</p><p>Net property income (NPI) inched up 2.8% year on year to US$57.6 million.</p><p>DPU, however, dipped by 3.3% year on year to US$0.0261.</p><p>MUST’s portfolio occupancy stood high at 90% as of 30 June 2022 but physical occupancy hovered at just 28% with many employees working from home.</p><p>The REIT’s gearing stood at 42.4% with 85.7% of its borrowings on fixed rates.</p><h3><a href=\"https://laohu8.com/S/ODBU.SI\">United Hampshire US REIT</a></h3><p>United Hampshire US REIT, or UHREIT, owns a total of 21 grocery and necessity-based properties along with two self-storage properties, all located in the US.</p><p>Total AUM stood at US$732.9 million as of 30 June 2022 (inclusive of an acquisition made on 28 July).</p><p>UHREIT saw its unit price skid to an all-time low of US$0.46 and is down 28.4% year to date.</p><p>For 1H2022, gross revenue increased 18.5% year on year to US$31.8 million.</p><p>NPI increased by 10.6% year on year to US$22.6 million but DPU fell 4.6% year on year to US$0.0291 due to top-ups and stipulated damages.</p><p>UHREIT maintained a high portfolio occupancy of 96.2% as of 30 June 2022 and had an aggregate leverage ratio of 38% with 80.5% of its debt on fixed rates.</p><h3><a href=\"https://laohu8.com/S/MXNU.SI\">Elite Commercial REIT</a></h3><p>Elite Commercial REIT owns 155 predominantly freehold commercial properties in the UK with an AUM of £517.7 million as of 30 June 2022.</p><p>The REIT saw its unit price slide to an all-time low of £0.46 recently and is down 28.4% year to date.</p><p>Revenue rose 17.7% year on year to £18.7 million with distributable income climbing 9.7% year on year to £12.2 million.</p><p>DPU, however, was down by 2.7% year on year to 2.56 pence.</p><p>The REIT’s gearing stood at 41.9% with 63% of its total loans on fixed rates.</p><p>There’s potential rental income upside come April 2023 with Elite going through a rent review with its tenants, many of which have their tenancy agreements indexed to the consumer price index with a minimum increase of 1% and a maximum of 5%.</p><h3><a href=\"https://laohu8.com/S/CWBU.SI\">Cromwell European REIT</a></h3><p>Cromwell European REIT, or CEREIT, has a portfolio of 110 industrial and office properties located in major cities in countries such as France, Finland, Denmark, Germany, and Poland.</p><p>The REIT’s AUM stood at €2.6 billion as of 30 June 2022.</p><p>CEREIT’s unit price has tumbled to an all-time low of €1.49 and is down 40.7% year to date.</p><p>The REIT reported a respectable set of earnings for 1H2022, with revenue up 8.5% year on year to €107.4 million and NPI improving by 4.7% year on year to €67.3 million.</p><p>DPU edged up 2.3% year on year to €0.08695.</p><p>Earlier this month, CEREIT announced the acquisition of a light industrial asset in Denmark and also completed the divestment of two logistics assets in Germany.</p><p>The REIT’s portfolio occupancy remained high at 95.4% as of 30 June 2022.</p><p>For 1H2022, a positive rent reversion of 2.9% was recorded.</p><p>CEREIT’s aggregate leverage stood at 38.6% with a low all-in interest rate of 1.72%.</p><p>Total gross debt is fully hedged and the interest coverage ratio stood at 6.7 times.</p></body></html>","source":"lsy1602567310727","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>These 4 REITs are Plumbing New All-Time Lows: Is it Time to Buy Them?</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{ 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{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\">\nThese 4 REITs are Plumbing New All-Time Lows: Is it Time to Buy Them?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-27 09:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/these-4-reits-are-plumbing-new-all-time-lows-is-it-time-to-buy-them/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>REITs are a perfect investment vehicle for anyone who desires consistent dividends.With the requirement to pay out at least 90% of their earnings as distributions, REITs deserve a place in any income-...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/these-4-reits-are-plumbing-new-all-time-lows-is-it-time-to-buy-them/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MXNU.SI":"EliteUKREIT GBP","ODBU.SI":"UtdHampshReitUSD","BTOU.SI":"宏利美国房地产投资信托"},"source_url":"https://thesmartinvestor.com.sg/these-4-reits-are-plumbing-new-all-time-lows-is-it-time-to-buy-them/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171428089","content_text":"REITs are a perfect investment vehicle for anyone who desires consistent dividends.With the requirement to pay out at least 90% of their earnings as distributions, REITs deserve a place in any income-seeking investor’s portfolio.However, of late, this asset class has come under pressure.A combination of high inflation and surging interest rates has dampened REIT sentiment.Investors are worried if REITs can sustain their distribution per unit (DPU) in light of these cost pressures.As a result, many REITs have seen their share prices skidding to year-lows.Here are four REITs whose share prices have hit new all-time lows.Investors who remain confident in their prospects may consider adding them to their buy watchlists.Manulife US REITManulife US REIT, or MUST, is a pure-play US office REIT with 12 freehold office properties in its portfolio spanning seven states in the US.MUST’s total assets under management stood at US$2.2 billion as of 31 December 2021.The REIT’s unit price has half its value year to date and hit an all-time low of US$0.31 recently.Gross revenue for the first half of fiscal 2022 (1H2022) rose 10.6% year on year to US$100.4 million.Net property income (NPI) inched up 2.8% year on year to US$57.6 million.DPU, however, dipped by 3.3% year on year to US$0.0261.MUST’s portfolio occupancy stood high at 90% as of 30 June 2022 but physical occupancy hovered at just 28% with many employees working from home.The REIT’s gearing stood at 42.4% with 85.7% of its borrowings on fixed rates.United Hampshire US REITUnited Hampshire US REIT, or UHREIT, owns a total of 21 grocery and necessity-based properties along with two self-storage properties, all located in the US.Total AUM stood at US$732.9 million as of 30 June 2022 (inclusive of an acquisition made on 28 July).UHREIT saw its unit price skid to an all-time low of US$0.46 and is down 28.4% year to date.For 1H2022, gross revenue increased 18.5% year on year to US$31.8 million.NPI increased by 10.6% year on year to US$22.6 million but DPU fell 4.6% year on year to US$0.0291 due to top-ups and stipulated damages.UHREIT maintained a high portfolio occupancy of 96.2% as of 30 June 2022 and had an aggregate leverage ratio of 38% with 80.5% of its debt on fixed rates.Elite Commercial REITElite Commercial REIT owns 155 predominantly freehold commercial properties in the UK with an AUM of £517.7 million as of 30 June 2022.The REIT saw its unit price slide to an all-time low of £0.46 recently and is down 28.4% year to date.Revenue rose 17.7% year on year to £18.7 million with distributable income climbing 9.7% year on year to £12.2 million.DPU, however, was down by 2.7% year on year to 2.56 pence.The REIT’s gearing stood at 41.9% with 63% of its total loans on fixed rates.There’s potential rental income upside come April 2023 with Elite going through a rent review with its tenants, many of which have their tenancy agreements indexed to the consumer price index with a minimum increase of 1% and a maximum of 5%.Cromwell European REITCromwell European REIT, or CEREIT, has a portfolio of 110 industrial and office properties located in major cities in countries such as France, Finland, Denmark, Germany, and Poland.The REIT’s AUM stood at €2.6 billion as of 30 June 2022.CEREIT’s unit price has tumbled to an all-time low of €1.49 and is down 40.7% year to date.The REIT reported a respectable set of earnings for 1H2022, with revenue up 8.5% year on year to €107.4 million and NPI improving by 4.7% year on year to €67.3 million.DPU edged up 2.3% year on year to €0.08695.Earlier this month, CEREIT announced the acquisition of a light industrial asset in Denmark and also completed the divestment of two logistics assets in Germany.The REIT’s portfolio occupancy remained high at 95.4% as of 30 June 2022.For 1H2022, a positive rent reversion of 2.9% was recorded.CEREIT’s aggregate leverage stood at 38.6% with a low all-in interest rate of 1.72%.Total gross debt is fully hedged and the interest coverage ratio stood at 6.7 times.","news_type":1,"symbols_score_info":{"MXNU.SI":0.9,"BTOU.SI":0.9,"CWBU.SI":0.9,"ODBU.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9957180343,"gmtCreate":1677083373283,"gmtModify":1677083377834,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅格格","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$ &nbsp;[开心]&nbsp;[开心]&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$ &nbsp;[开心]&nbsp;[开心]&nbsp;</a>","text":"$苹果(AAPL)$ [开心] [开心]","images":[{"img":"https://community-static.tradeup.com/news/0fae3c937a0c9b61b2d21617a1894a93","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9957180343","isVote":1,"tweetType":1,"viewCount":3176,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4140117414288712","authorId":"4140117414288712","name":"Fadjri","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4140117414288712","idStr":"4140117414288712"},"content":"A leave my comment here , i am happy to meet inside Tiger trade online.congrats to all and everyone here.","text":"A leave my comment here , i am happy to meet inside Tiger trade online.congrats to all and everyone here.","html":"A leave my comment here , i am happy to meet inside Tiger trade online.congrats to all and everyone here."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9076171737,"gmtCreate":1657823895730,"gmtModify":1676536066540,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅格格","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/QYLD\">$纳斯达克100 Covered Call ETF-Global X(QYLD)$</a>😭😭","listText":"<a href=\"https://ttm.financial/S/QYLD\">$纳斯达克100 Covered Call ETF-Global X(QYLD)$</a>😭😭","text":"$纳斯达克100 Covered Call ETF-Global X(QYLD)$😭😭","images":[{"img":"https://community-static.tradeup.com/news/284c3faae6f8639b1cf66c369cc6ec12","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076171737","isVote":1,"tweetType":1,"viewCount":930,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556362660126855","authorId":"3556362660126855","name":"新美股探","avatar":"https://static.tigerbbs.com/5cf8396ffc78dd71d3642ef334d33b60","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"3556362660126855","idStr":"3556362660126855"},"content":"Mine 1 more worse","text":"Mine 1 more worse","html":"Mine 1 more worse"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9954704938,"gmtCreate":1676605768425,"gmtModify":1676605770832,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅格格","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$ &nbsp;[微笑]&nbsp;[微笑]&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$ &nbsp;[微笑]&nbsp;[微笑]&nbsp;</a>","text":"$苹果(AAPL)$ [微笑] [微笑]","images":[{"img":"https://community-static.tradeup.com/news/0d7ec47e680ddbfd1ea91f82840d948b","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9954704938","isVote":1,"tweetType":1,"viewCount":2453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":884712328,"gmtCreate":1631933254764,"gmtModify":1676530672929,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅格格","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ORPH\">$Orphazyme A/S(ORPH)$</a>???","listText":"<a href=\"https://laohu8.com/S/ORPH\">$Orphazyme A/S(ORPH)$</a>???","text":"$Orphazyme A/S(ORPH)$???","images":[{"img":"https://static.tigerbbs.com/7093763ab2c1791f4a29852b91a47ec4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/884712328","isVote":1,"tweetType":1,"viewCount":1046,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":373055008731384,"gmtCreate":1732107263165,"gmtModify":1732107267603,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅格格","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AI\">$C3.ai, Inc.(AI)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AI\">$C3.ai, Inc.(AI)$ </a>&nbsp;","text":"$C3.ai, Inc.(AI)$","images":[{"img":"https://community-static.tradeup.com/news/03cb7f738d607cf1be19e205167f00b1","width":"858","height":"1877"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/373055008731384","isVote":1,"tweetType":1,"viewCount":2915,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010968","authorId":"10000000000010968","name":"Tiger_CashBoostAccount","avatar":"https://community-static.tradeup.com/news/ae2d4002ef9664aba005cb3020f416f5","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010968","idStr":"10000000000010968"},"content":"Your investment acumen is really showing. Keep leveraging your knowledge to find those hidden gems in the market. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies.🎉🤓 Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","text":"Your investment acumen is really showing. Keep leveraging your knowledge to find those hidden gems in the market. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies.🎉🤓 Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. 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Cash Boost Account Website."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9088774322,"gmtCreate":1650389358801,"gmtModify":1676534711892,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅格格","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"😃","listText":"😃","text":"😃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088774322","isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034633910,"gmtCreate":1647871589744,"gmtModify":1676534274108,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅格格","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034633910","repostId":"1125406046","repostType":4,"repost":{"id":"1125406046","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":1647851293,"share":"https://ttm.financial/m/news/1125406046?lang=&edition=fundamental","pubTime":"2022-03-21 16:28","market":"sh","language":"zh","title":"市场综述 | 王者“农、药”、龙头股十天大涨200%","url":"https://stock-news.laohu8.com/highlight/detail?id=1125406046","media":"老虎资讯综合","summary":"港股高开低走，恒生指数收盘下跌191.06点，跌幅0.89%，报21221.34点。","content":"<html><head></head><body><p><b>港股</b></p><p>3月21日（周一），港股高开低走，恒生指数收盘下跌191.06点，跌幅0.89%，报21221.34点；国企指数收盘下跌121.94点，跌幅1.66%，报7244.48点；红筹指数收盘下跌39.56点，跌幅1.0%，报3906.61点。</p><p><img src=\"https://static.tigerbbs.com/4c31fa74d8a9d78694907ec66e00dc7d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>恒生科技指数跌1.53%，热门科网股跌多涨少。<a href=\"https://laohu8.com/S/03690\">美团-W</a>、<a href=\"https://laohu8.com/S/01024\">快手-W</a>跌超6%，<a href=\"https://laohu8.com/S/09888\">百度集团-SW</a>跌5.89%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>跌2.26%；<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>涨0.76%，<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-SW</a>涨2.42%。</p><p>香港本地股走强。<a href=\"https://laohu8.com/S/06811\">太兴集团</a>、<a href=\"https://laohu8.com/S/00341\">大家乐集团</a>涨超6%，<a href=\"https://laohu8.com/S/00052\">大快活集团</a>涨超3%。香港特区行政长官林郑月娥今日上午在抗击疫情记者会上宣布：香港暂缓全民强制检测；4月1日取消英美等9国的禁飞令，入境人员最快7日完成酒店隔离检疫；4月19日起香港小学及幼儿园恢复面授课等多项措施。</p><p>餐饮概念股集体走低，<a href=\"https://laohu8.com/S/06862\">海底捞</a>跌8%，<a href=\"https://laohu8.com/S/09922\">九毛九</a>、<a href=\"https://laohu8.com/S/02150\">奈雪的茶</a>跌超5%。</p><p><a href=\"https://laohu8.com/S/09866\">蔚来-SW</a>涨6.67%，3月21日，蔚来方面表示，“价格稳定对用户利益对市场都有好处，短期我们没有涨价的打算。目前国际原材料价格包括芯片供需情况，让整个供应链成本较之前发生了很大的变化。我们也会根据客观环境变化灵活决策。”</p><p><a href=\"https://laohu8.com/S/02196\">复星医药</a>港股涨21.66%，A股涨停。消息面上，复星医药公告，近日收到国家药品监督管理局关于同意其获许可引进的SVN53-67/M57-KLH肽疫苗（即SurVaxM）联合替莫唑胺辅助治疗初诊的胶质母细胞瘤开展临床试验的批准。</p><p><a href=\"https://laohu8.com/S/00670\">中国东方航空股份</a>跌6.46%，据央视网报道，一架东航搭载133人的<a href=\"https://laohu8.com/S/BA\">波音</a>737客机在广西梧州藤县发生事故，并引发山火。目前救援队伍已经集结正在靠近，伤亡情况未明。</p><p><img src=\"https://static.tigerbbs.com/234014724b5874ec6a7c5ca32819a9f8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>A股</b></p><p>3月21日，A股指数连续第四个交易日上涨，截至收盘，沪指涨0.08%报3253点，深成指涨0.41%，创业板指涨0.46%。两市超3200只个股上涨，136只个股涨停。资金方面，两市半日成交额破万亿，较上日放量269亿元，北向资金净卖出84.18亿元。</p><p><img src=\"https://static.tigerbbs.com/df279fef3a45f0649f261c2f277236ad\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>行业板块多数上涨，农业股表现突出，细分种业概念暴涨，水产品、鸡肉、猪肉概念亦大涨。<a href=\"https://laohu8.com/S/300972\">万辰生物</a>涨停，<a href=\"https://laohu8.com/S/300970\">华绿生物</a>涨超14%，<a href=\"https://laohu8.com/S/600598\">北大荒</a>、<a href=\"https://laohu8.com/S/600359\">新农开发</a>、<a href=\"https://laohu8.com/S/600371\">万向德农</a>涨停。</p><p>新冠治疗板块掀涨停潮。<a href=\"https://laohu8.com/S/301201\">诚达药业</a>涨超14%，<a href=\"https://laohu8.com/S/688687\">凯因科技</a>涨超11%，<a href=\"https://laohu8.com/S/300026\">红日药业</a>涨超10%。<a href=\"https://laohu8.com/S/002317\">众生药业</a>、<a href=\"https://laohu8.com/S/002566\">益盛药业</a>、中国医药、复星医药、<a href=\"https://laohu8.com/S/603963\">大理药业</a>、金达威涨停。<b>其中<a href=\"https://laohu8.com/S/600056\">中国医药</a>最近十是个交易日累计涨幅超200%。</b>中国医药此前发布公告称，公司与辉瑞公司签订协议，将在协议期内(2022年度)负责辉瑞公司新冠病毒治疗药物PAXLOVID在中国大陆市场的商业运营。该产品纳入第九版诊疗方案，但暂未进入国家医保。</p><p><img src=\"https://static.tigerbbs.com/748a1ed88d270c03b56edc42367ce65a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>两部门印发十四五建筑节能与绿色建筑发展规划，绿色建筑概念股全天强劲，<a href=\"https://laohu8.com/S/603126\">中材节能</a>等10股涨停。</p><p>此外，煤炭、旅游股普涨，预制菜、换电、乡村振兴、医美等概念活跃。</p><p>大金融板块跌幅居前。其中证券板块跌幅明显。<a href=\"https://laohu8.com/S/600155\">华创阳安</a>跌逾6%，<a href=\"https://laohu8.com/S/002670\">国盛金控</a>跌逾4%，<a href=\"https://laohu8.com/S/601456\">国联证券</a>、<a href=\"https://laohu8.com/S/600621\">华鑫股份</a>、<a href=\"https://laohu8.com/S/300059\">东方财富</a>跌逾3%。银行板块中，<a href=\"https://laohu8.com/S/600926\">杭州银行</a>、<a href=\"https://laohu8.com/S/600036\">招商银行</a>等跌近3%。</p><p><b>美股</b></p><p>美股三大指数期货在盘前时段集体走低。本周，美联储主席鲍威尔将进行两场讲话。欧元区和英国将公布PMI数据。</p><p><img src=\"https://static.tigerbbs.com/eb42879490342ead6cba223bad85c2b3\" tg-width=\"641\" tg-height=\"236\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>盘前跌超6%，小鹏今日起全面涨价，涨幅最高超3万。</p><p><a href=\"https://laohu8.com/S/BA\">波音</a>盘前跌超3%。东方航空一架搭载133人的波音737客机在广西梧州藤县发生事故，并引发山火。目前救援队伍已经集结正在靠近，伤亡情况未明。</p><p><b>欧洲股市</b></p><p>欧洲主要股市涨跌不一。欧元区和英国将发布3月份PMI数据，有望反映乌克兰战争对经济的影响程度。</p><p><img src=\"https://static.tigerbbs.com/d48946dc585ec79eeff636f8fb7f52d7\" tg-width=\"682\" tg-height=\"208\" referrerpolicy=\"no-referrer\"/></p><p><b>大宗商品</b></p><p>国际油价大涨。WTI原油期货价格涨超4%，布伦特原油期货价格涨超3.9%。俄乌冲突几无缓和迹象，欧盟考虑禁运俄罗斯石油，同时，中东产油区也出现动荡迹象。</p><p><img src=\"https://static.tigerbbs.com/6d4e62228ab984df43357b10cb720a62\" tg-width=\"799\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p><p>国际金价小幅下跌。美联储官员鹰派讲话给美元提供支撑，而且美国股市录得2020年末来单周最大涨幅，这令金价承压。</p><p><img src=\"https://static.tigerbbs.com/644a3d25de28adb463fc102908080863\" tg-width=\"1383\" tg-height=\"919\" 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>市场综述 | 王者“农、药”、龙头股十天大涨200%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n市场综述 | 王者“农、药”、龙头股十天大涨200%\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\">2022-03-21 16:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>港股</b></p><p>3月21日（周一），港股高开低走，恒生指数收盘下跌191.06点，跌幅0.89%，报21221.34点；国企指数收盘下跌121.94点，跌幅1.66%，报7244.48点；红筹指数收盘下跌39.56点，跌幅1.0%，报3906.61点。</p><p><img src=\"https://static.tigerbbs.com/4c31fa74d8a9d78694907ec66e00dc7d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>恒生科技指数跌1.53%，热门科网股跌多涨少。<a href=\"https://laohu8.com/S/03690\">美团-W</a>、<a href=\"https://laohu8.com/S/01024\">快手-W</a>跌超6%，<a href=\"https://laohu8.com/S/09888\">百度集团-SW</a>跌5.89%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>跌2.26%；<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>涨0.76%，<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-SW</a>涨2.42%。</p><p>香港本地股走强。<a href=\"https://laohu8.com/S/06811\">太兴集团</a>、<a href=\"https://laohu8.com/S/00341\">大家乐集团</a>涨超6%，<a href=\"https://laohu8.com/S/00052\">大快活集团</a>涨超3%。香港特区行政长官林郑月娥今日上午在抗击疫情记者会上宣布：香港暂缓全民强制检测；4月1日取消英美等9国的禁飞令，入境人员最快7日完成酒店隔离检疫；4月19日起香港小学及幼儿园恢复面授课等多项措施。</p><p>餐饮概念股集体走低，<a href=\"https://laohu8.com/S/06862\">海底捞</a>跌8%，<a href=\"https://laohu8.com/S/09922\">九毛九</a>、<a href=\"https://laohu8.com/S/02150\">奈雪的茶</a>跌超5%。</p><p><a href=\"https://laohu8.com/S/09866\">蔚来-SW</a>涨6.67%，3月21日，蔚来方面表示，“价格稳定对用户利益对市场都有好处，短期我们没有涨价的打算。目前国际原材料价格包括芯片供需情况，让整个供应链成本较之前发生了很大的变化。我们也会根据客观环境变化灵活决策。”</p><p><a href=\"https://laohu8.com/S/02196\">复星医药</a>港股涨21.66%，A股涨停。消息面上，复星医药公告，近日收到国家药品监督管理局关于同意其获许可引进的SVN53-67/M57-KLH肽疫苗（即SurVaxM）联合替莫唑胺辅助治疗初诊的胶质母细胞瘤开展临床试验的批准。</p><p><a href=\"https://laohu8.com/S/00670\">中国东方航空股份</a>跌6.46%，据央视网报道，一架东航搭载133人的<a href=\"https://laohu8.com/S/BA\">波音</a>737客机在广西梧州藤县发生事故，并引发山火。目前救援队伍已经集结正在靠近，伤亡情况未明。</p><p><img src=\"https://static.tigerbbs.com/234014724b5874ec6a7c5ca32819a9f8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>A股</b></p><p>3月21日，A股指数连续第四个交易日上涨，截至收盘，沪指涨0.08%报3253点，深成指涨0.41%，创业板指涨0.46%。两市超3200只个股上涨，136只个股涨停。资金方面，两市半日成交额破万亿，较上日放量269亿元，北向资金净卖出84.18亿元。</p><p><img src=\"https://static.tigerbbs.com/df279fef3a45f0649f261c2f277236ad\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>行业板块多数上涨，农业股表现突出，细分种业概念暴涨，水产品、鸡肉、猪肉概念亦大涨。<a href=\"https://laohu8.com/S/300972\">万辰生物</a>涨停，<a href=\"https://laohu8.com/S/300970\">华绿生物</a>涨超14%，<a href=\"https://laohu8.com/S/600598\">北大荒</a>、<a href=\"https://laohu8.com/S/600359\">新农开发</a>、<a href=\"https://laohu8.com/S/600371\">万向德农</a>涨停。</p><p>新冠治疗板块掀涨停潮。<a href=\"https://laohu8.com/S/301201\">诚达药业</a>涨超14%，<a href=\"https://laohu8.com/S/688687\">凯因科技</a>涨超11%，<a href=\"https://laohu8.com/S/300026\">红日药业</a>涨超10%。<a href=\"https://laohu8.com/S/002317\">众生药业</a>、<a href=\"https://laohu8.com/S/002566\">益盛药业</a>、中国医药、复星医药、<a href=\"https://laohu8.com/S/603963\">大理药业</a>、金达威涨停。<b>其中<a href=\"https://laohu8.com/S/600056\">中国医药</a>最近十是个交易日累计涨幅超200%。</b>中国医药此前发布公告称，公司与辉瑞公司签订协议，将在协议期内(2022年度)负责辉瑞公司新冠病毒治疗药物PAXLOVID在中国大陆市场的商业运营。该产品纳入第九版诊疗方案，但暂未进入国家医保。</p><p><img src=\"https://static.tigerbbs.com/748a1ed88d270c03b56edc42367ce65a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>两部门印发十四五建筑节能与绿色建筑发展规划，绿色建筑概念股全天强劲，<a href=\"https://laohu8.com/S/603126\">中材节能</a>等10股涨停。</p><p>此外，煤炭、旅游股普涨，预制菜、换电、乡村振兴、医美等概念活跃。</p><p>大金融板块跌幅居前。其中证券板块跌幅明显。<a href=\"https://laohu8.com/S/600155\">华创阳安</a>跌逾6%，<a href=\"https://laohu8.com/S/002670\">国盛金控</a>跌逾4%，<a href=\"https://laohu8.com/S/601456\">国联证券</a>、<a href=\"https://laohu8.com/S/600621\">华鑫股份</a>、<a href=\"https://laohu8.com/S/300059\">东方财富</a>跌逾3%。银行板块中，<a href=\"https://laohu8.com/S/600926\">杭州银行</a>、<a href=\"https://laohu8.com/S/600036\">招商银行</a>等跌近3%。</p><p><b>美股</b></p><p>美股三大指数期货在盘前时段集体走低。本周，美联储主席鲍威尔将进行两场讲话。欧元区和英国将公布PMI数据。</p><p><img src=\"https://static.tigerbbs.com/eb42879490342ead6cba223bad85c2b3\" tg-width=\"641\" tg-height=\"236\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>盘前跌超6%，小鹏今日起全面涨价，涨幅最高超3万。</p><p><a href=\"https://laohu8.com/S/BA\">波音</a>盘前跌超3%。东方航空一架搭载133人的波音737客机在广西梧州藤县发生事故，并引发山火。目前救援队伍已经集结正在靠近，伤亡情况未明。</p><p><b>欧洲股市</b></p><p>欧洲主要股市涨跌不一。欧元区和英国将发布3月份PMI数据，有望反映乌克兰战争对经济的影响程度。</p><p><img src=\"https://static.tigerbbs.com/d48946dc585ec79eeff636f8fb7f52d7\" tg-width=\"682\" tg-height=\"208\" referrerpolicy=\"no-referrer\"/></p><p><b>大宗商品</b></p><p>国际油价大涨。WTI原油期货价格涨超4%，布伦特原油期货价格涨超3.9%。俄乌冲突几无缓和迹象，欧盟考虑禁运俄罗斯石油，同时，中东产油区也出现动荡迹象。</p><p><img src=\"https://static.tigerbbs.com/6d4e62228ab984df43357b10cb720a62\" tg-width=\"799\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p><p>国际金价小幅下跌。美联储官员鹰派讲话给美元提供支撑，而且美国股市录得2020年末来单周最大涨幅，这令金价承压。</p><p><img src=\"https://static.tigerbbs.com/644a3d25de28adb463fc102908080863\" tg-width=\"1383\" tg-height=\"919\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"000001.SH":"上证指数","HSI":"恒生指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125406046","content_text":"港股3月21日（周一），港股高开低走，恒生指数收盘下跌191.06点，跌幅0.89%，报21221.34点；国企指数收盘下跌121.94点，跌幅1.66%，报7244.48点；红筹指数收盘下跌39.56点，跌幅1.0%，报3906.61点。恒生科技指数跌1.53%，热门科网股跌多涨少。美团-W、快手-W跌超6%，百度集团-SW跌5.89%，腾讯跌2.26%；阿里巴巴-SW涨0.76%，哔哩哔哩-SW涨2.42%。香港本地股走强。太兴集团、大家乐集团涨超6%，大快活集团涨超3%。香港特区行政长官林郑月娥今日上午在抗击疫情记者会上宣布：香港暂缓全民强制检测；4月1日取消英美等9国的禁飞令，入境人员最快7日完成酒店隔离检疫；4月19日起香港小学及幼儿园恢复面授课等多项措施。餐饮概念股集体走低，海底捞跌8%，九毛九、奈雪的茶跌超5%。蔚来-SW涨6.67%，3月21日，蔚来方面表示，“价格稳定对用户利益对市场都有好处，短期我们没有涨价的打算。目前国际原材料价格包括芯片供需情况，让整个供应链成本较之前发生了很大的变化。我们也会根据客观环境变化灵活决策。”复星医药港股涨21.66%，A股涨停。消息面上，复星医药公告，近日收到国家药品监督管理局关于同意其获许可引进的SVN53-67/M57-KLH肽疫苗（即SurVaxM）联合替莫唑胺辅助治疗初诊的胶质母细胞瘤开展临床试验的批准。中国东方航空股份跌6.46%，据央视网报道，一架东航搭载133人的波音737客机在广西梧州藤县发生事故，并引发山火。目前救援队伍已经集结正在靠近，伤亡情况未明。A股3月21日，A股指数连续第四个交易日上涨，截至收盘，沪指涨0.08%报3253点，深成指涨0.41%，创业板指涨0.46%。两市超3200只个股上涨，136只个股涨停。资金方面，两市半日成交额破万亿，较上日放量269亿元，北向资金净卖出84.18亿元。行业板块多数上涨，农业股表现突出，细分种业概念暴涨，水产品、鸡肉、猪肉概念亦大涨。万辰生物涨停，华绿生物涨超14%，北大荒、新农开发、万向德农涨停。新冠治疗板块掀涨停潮。诚达药业涨超14%，凯因科技涨超11%，红日药业涨超10%。众生药业、益盛药业、中国医药、复星医药、大理药业、金达威涨停。其中中国医药最近十是个交易日累计涨幅超200%。中国医药此前发布公告称，公司与辉瑞公司签订协议，将在协议期内(2022年度)负责辉瑞公司新冠病毒治疗药物PAXLOVID在中国大陆市场的商业运营。该产品纳入第九版诊疗方案，但暂未进入国家医保。两部门印发十四五建筑节能与绿色建筑发展规划，绿色建筑概念股全天强劲，中材节能等10股涨停。此外，煤炭、旅游股普涨，预制菜、换电、乡村振兴、医美等概念活跃。大金融板块跌幅居前。其中证券板块跌幅明显。华创阳安跌逾6%，国盛金控跌逾4%，国联证券、华鑫股份、东方财富跌逾3%。银行板块中，杭州银行、招商银行等跌近3%。美股美股三大指数期货在盘前时段集体走低。本周，美联储主席鲍威尔将进行两场讲话。欧元区和英国将公布PMI数据。小鹏汽车盘前跌超6%，小鹏今日起全面涨价，涨幅最高超3万。波音盘前跌超3%。东方航空一架搭载133人的波音737客机在广西梧州藤县发生事故，并引发山火。目前救援队伍已经集结正在靠近，伤亡情况未明。欧洲股市欧洲主要股市涨跌不一。欧元区和英国将发布3月份PMI数据，有望反映乌克兰战争对经济的影响程度。大宗商品国际油价大涨。WTI原油期货价格涨超4%，布伦特原油期货价格涨超3.9%。俄乌冲突几无缓和迹象，欧盟考虑禁运俄罗斯石油，同时，中东产油区也出现动荡迹象。国际金价小幅下跌。美联储官员鹰派讲话给美元提供支撑，而且美国股市录得2020年末来单周最大涨幅，这令金价承压。","news_type":1,"symbols_score_info":{"HSI":0.9,"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":474648271229680,"gmtCreate":1756916619268,"gmtModify":1756916621982,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅格格","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/APP\">$AppLovin Corporation(APP)$ </a>&nbsp;[开心]&nbsp;&nbsp;[开心]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/APP\">$AppLovin Corporation(APP)$ </a>&nbsp;[开心]&nbsp;&nbsp;[开心]&nbsp;&nbsp;","text":"$AppLovin Corporation(APP)$ [开心] [开心]","images":[{"img":"https://community-static.tradeup.com/news/bf3661734d3db518f75f04374b25aaf4","width":"858","height":"1877"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/474648271229680","isVote":1,"tweetType":1,"viewCount":773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9951635607,"gmtCreate":1673472763910,"gmtModify":1676538841438,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅格格","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$谷歌A(GOOGL)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$谷歌A(GOOGL)$ &nbsp;</a>","text":"$谷歌A(GOOGL)$","images":[{"img":"https://community-static.tradeup.com/news/0f22494101c92c5ab79742029e2f682f","width":"1080","height":"2706"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951635607","isVote":1,"tweetType":1,"viewCount":1078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9927741842,"gmtCreate":1672599376587,"gmtModify":1676538709806,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅格格","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$ &nbsp;</a>[笑哭]&nbsp;[笑哭]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$ &nbsp;</a>[笑哭]&nbsp;[笑哭]&nbsp;","text":"$苹果(AAPL)$ [笑哭] [笑哭]","images":[{"img":"https://community-static.tradeup.com/news/6731ea24bedc9d849c5ae1cc27e56f90","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927741842","isVote":1,"tweetType":1,"viewCount":1377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9986649990,"gmtCreate":1666950298210,"gmtModify":1676537837735,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅格格","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986649990","repostId":"1143404850","repostType":4,"isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986658479,"gmtCreate":1666949038591,"gmtModify":1676537837468,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅格格","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986658479","repostId":"2278076566","repostType":4,"repost":{"id":"2278076566","kind":"highlight","pubTimestamp":1666948239,"share":"https://ttm.financial/m/news/2278076566?lang=&edition=fundamental","pubTime":"2022-10-28 17:10","market":"us","language":"zh","title":"苹果电话会“信心十足”：如果不是美元走强，增长可以达到两位数","url":"https://stock-news.laohu8.com/highlight/detail?id=2278076566","media":"华尔街见闻","summary":"苹果CEO库克和首席财务官 Luca Maestri 都认为，尽管存在外汇逆风影响，但苹果在这一季度仍创下亮眼表现，在新兴市场的表现更是可圈可点，潜在消费者的增长潜力也非常大，所以可以抵御暂时的负面影","content":"<html><head></head><body><blockquote><a href=\"https://laohu8.com/S/AAPL\">苹果</a>CEO库克和首席财务官 Luca Maestri 都认为，尽管存在外汇逆风影响，但苹果在这一季度仍创下亮眼表现，在新兴市场的表现更是可圈可点，潜在消费者的增长潜力也非常大，所以可以抵御暂时的负面影响。</blockquote><p>10月27日美股盘后，科技巨头苹果发布了2022年第三季度的财报业绩。</p><p>财报显示，在iPhone新品发布的第三季度，苹果的总体收入和利润增长都比华尔街预期的更强劲：三季度营收为901亿美元，同比增长8.1%；净利润为207亿美元，同比增长0.8%；iPhone的销售略低于预期，增速接近10%，Mac电脑和可穿戴设备及配件的收入猛增、远超预期，而iPad的销售和服务业务逊色。</p><p>财报发布后，苹果管理层召开电话会议，苹果首席执行官蒂姆·库克（Tim Cook）、首席财务官卢卡·马斯特里（Luca Maestri）和投资者关系（高级）总监 Tejas Gala 参加会议并回答了分析师提问。</p><p>库克提及汇率的影响，认为如果不是美元走强，苹果的三季度营收本该有两位数的增长。他说：</p><blockquote>该季度有超过600个基点的外汇逆风。所以这是很大的（影响）。没有外汇的逆风，我们本可以两位数增长。</blockquote><p>但首席财务官 Luca Maestri 也表示，尽管存在外汇逆风影响，苹果在新兴市场的表现十分亮眼，大宗商品的表现也对其相当有利。因此可以抵御这些负面影响。</p><p>库克还提到了新一代iPhone产品——iPhone 14 Pro和14 Pro Max的供应约束，但总的来看，库克仍对苹果的业绩前景信心十足，他还提到了本季度可穿戴设备收入10%的大幅增长。库克认为，苹果销售的Apple Watch中有三分之二的客户之前没有拥有过这款产品，所以新客户的增长潜力无穷，这对苹果的业绩前景非常有利。</p><p>以下为电话会问答环节实录：</p><p>iPhone 14 Pro系列供应受限 业绩仍超预期</p><p><a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>的 Shannon Cross：你能不能谈一谈你对这一代iPhone的看法？从积极的方面来说，你们提高了价格；但在消极的方面，投资者担心价格上涨会影响需求。所以我很好奇，你对iPhone需求的看法以及你认为它将如何发展。我知道，宏观大环境具有很大的不确定性。</p><p>蒂姆·库克：iPhone的营收在第三季度增长了10%，达到426亿美元。客户需求强劲，比我们预期的要好。但这也是在2021财年时iPhone营收增长39%的基础上实现的，所以这来之不易。因此我们很满意。至于新产品，现在谈iPhone 14、14 Pro和Pro Max的销售情况还为时过早。但从一开始，iPhone 14 Pro和14 Pro Max的供应就受到了约束，直到今天仍然受限。因此，我们正在非常努力地满足需求。在我们能真正满足需求之前，一切都很难说，但我们正在努力做到这一点。</p><p>我们对iPhone上季度的强劲表现非常满意。在美国和英国排名前四的智能手机中，我们占据了三席。此外，苹果手机销量还占据着中国城市地区前三名、澳大利亚前六名、德国前五名、日本前两名。。消费者对iPhone的满意度仍然非常非常高，达到98%。所以综合来看我们对第三季度的表现感觉非常满意。</p><p>美元强劲使业务受阻 但可以抵御外汇逆风的影响</p><p>Shannon Cross：你能谈谈增长利润方面的变化吗？</p><p>Luca Maestri：在第三季度，我们的毛利率达到了42.3%，而正如你所提到的，这还是在有外汇逆风的情况下创下的。环比来看，外汇逆风为70个基点，而与去年同期相比则为170个基点。基本上，世界上所有的货币对美元都贬值了。但我们现在仍预计下一季度的毛利率为42.5%到43.5%。很明显，强势美元让我们在很多方面都遇到了困难。我们在新兴市场的定价更为艰难，而将这些收入折算成美元也受到了影响。但从积极的方面来看，大宗商品的表现对我们相当有利。所以我们相信我们可以抵御外汇逆风的负面影响。我认为我们提供的指引反映了这一点。当然，这也考虑到了外汇以及一定程度的通胀压力。我认为这是一个好的结果。</p><p>本季度iPad和Mac表现大相径庭</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>的 Erik Woodring：iPad和Mac在这个季度的表现有很大的差异。但从供应的角度来看，两者都相对受限。你能详细说明一些导致这种差异的影响最大的重要因素，以及第四季度后这些因素是否会逆转或正常化？</p><p>蒂姆·库克：Mac本季度的销量是我们公司历史上最好的，这得益于配置M2的MacBook Air的发布。在今年第二季度，我们的工厂在大部分时间里都几乎没有增产。所以接下来我们都有订单积压。我们能够在这一季度满足所有的需求，填补Mac的销售渠道。因此，Mac在这一季度取得了难以置信的亮眼业绩。但iPad表现相反，与一年前相比，我们在今年9月份推出了新款iPad，10月份也发布了iPad。另一点需要记住的是，iPad Pro在一年前的季度开始之前刚刚推出，所以这是我们iPad Pro发售的第一个完整季度。因此，一年前的iPad季度表现异常强劲。这就是iPad在第三季度收入减少的原因。</p><p>克利夫兰研究公司 Ben Bollin：你们最近在Apple Music、TV+和One bundle方面进行了一些价格调整。我很好奇你是如何平衡消费者价格和成本以及相关的后续工作的。</p><p>蒂姆·库克：是的，本周一我们宣布了Apple Music、Apple TV+以及相应的Apple One bundle，即两种产品组合包的提价。这里有两种不同的情况：对于Apple Music，授权成本增加了。所以我们为该软件支付了更多的钱。这样做的好处是，歌手也将从他们在流媒体上播放的歌曲中获得更多的收入。</p><p>然后是Apple TV+，当我们第一次定价时，我们只有很少的电视节目。我们当时处于起步阶段。我们非常专注于原创节目，所以一开始我们只有四五部左右的节目，定价很低。但我们现在有了更多的内容，并且每个月都会推出更多内容。因此，我们提高了价格来与服务价值相匹配。Apple One bundle只是这两种服务价格变化的合并。</p><p>可穿戴设备收入激增 Apple Watch成主要贡献者</p><p><a href=\"https://laohu8.com/S/JEF\">杰富瑞</a>的Kyle McNealy：我想知道，是什么推动了你们的可穿戴设备以及这个季度的亮眼表现？是来源于iPhone的高附加率，还是本季度推出的新产品，还是由于疫情约束放松、消费者现在更愿意来店里试戴？</p><p>蒂姆·库克：是的。我们的可穿戴设备收入增长了10%，我们对此非常满意。从各个方面来看，Apple Watch是主要贡献者。特别值得一提的是，苹果的新产品阵容，包括Apple Watch Ultra、Apple Watch Series 8和SE有很大助力。本季度到目前为止，Ultra的供应仍然受到约束。所以我们正在努力满足需求，把这些产品提供给客户。我们还在9月份发布了AirPods Pro，该产品在噪音消除功能和音质方面获得好评。</p><p>就其他方面而言，显然，外汇是影响可穿戴设备、家庭设备和配件的负面因素，就像它也影响了我们的其他产品和服务一样。我要提到的另一件事是，我们销售的Apple Watch中有三分之二的客户之前没有拥有过这款产品。所以我们大多数时候仍是在向新客户销售产品，这对我们的业绩前景非常非常有利。</p><p>外汇逆风影响 增长本应达到两位数</p><p>花旗集团 Jim Suva：我想知道你们的服务方面是否更容易受到外汇而非产品的影响。我们一家都拥有Apple One和TV+等产品，我们通常按年付费，但当我们去商店购买手表和iPad时，价格调整得更快。所以，会不会是服务增长受到汇率的影响更大一些，接下来我们会看到增长重新加速，还是我对汇率影响的解读太多了，服务与产品之间可能存在差异？</p><p>Luca Maestri：你是对的。显然，外汇对我们业务的影响取决于业务所在的地域组合。外汇对服务和产品的影响可能略有不同。因此，如果我们以固定货币来衡量我们的服务业务，我们的增长将达到两位数。我们对此已经非常满意。</p><p>我们的业绩在数字广告的某些领域出现了一些疲软，App Store里的游戏也受到了影响。但我们对客户参与服务的行为非常满意，显然，我们的用户基数在增长，这是积极的一面，也是业务未来继续发展的良好基础。</p><p>我们出现了更多的交易账户和付费账户，它们都以两位数的速度增长。付费账户的增长速度快于交易账户，因此付费账户的渗透率正在提高。我们的订阅业务非常好，目前平台上有9亿付费订阅用户，而且这个数字还在快速增长，在三年内翻了一番。因此，所有这些动态才是我们真正感兴趣的部分，因为我们相信服务增长的根本动力是稳定的，外汇逆风只是暂时的，基本面非常好。</p><p>Evercore 的 Amit Daryanani：考虑到宏观方面的担忧，人们对iPhone需求将会发生什么改变的关注相当多。你认为目前iPhone的渠道库存与历史库存相比，会有什么优势？你认为渠道库存会在12月底前达到最佳水平吗？因为就目前的交货时间数据来看，iPhone的收入似乎更多地是由供给量而非需求所驱动。因此，任何关于渠道库存的信息都会有帮助。</p><p>蒂姆·库克：是的。9月份，我们的iPhone库存低于我们的目标范围，这本身在这个季度是很不寻常的。我们开始提高产量，需求仍十分旺盛。但从过去的经验来看，我不认为这是不正常的。</p><p>Amit Daryanani：我想在过去的几个季度里，你们一直在谈论数字广告。有没有什么指标可以让我们了解该业务规模有多大或者你关注的是什么方面？你认为苹果是否能在不牺牲消费者隐私的情况下建立大规模的广告业务？</p><p>蒂姆·库克：首先，我们关注隐私，所以我们不会做任何偏离隐私的事情。我们认为隐私是一项基本的人权，这就是我们看待隐私的方式。相对于其他公司而言，我们的具体广告业务规模不大。但我们没有公布确切的数字，但它显然不是很大。</p><p>为员工提供福利以及进行外汇对冲 来缓解种种压力</p><p>Piper Sandler 的 Harsh Kumar：很多大市值公司都在遭受损失，所以我们欣赏你们的稳定表现。我想问你关于美国和全球的通胀压力和劳动力问题。也许可以谈谈苹果可以采取什么措施来缓解这些问题？在这方面，外汇正成为一个相当重要的逆风。我很好奇，如果有的话，是否可以做些什么来缓解这种情况。</p><p>蒂姆·库克：在人员方面，我们专注于照顾我们的团队，为他们提供最好的福利和最好的薪酬，以便他们能够做他们一生中最好的工作。这就是我们在团队方面所关注的。</p><p>在通胀方面，明显有工资通胀，物流方面也存在通胀，而且无论如何都没有恢复到疫情前的水平。有些硅元件也有通胀压力，这并不是我们所看到的全部，但它提供了我们所看到的通胀压力的一部分。在我们给出的毛利率指引中已经考虑到了这一点。</p><p>Luca Maestri：外汇显然是影响我们业绩的一个非常重要的因素，影响了我们的营收和毛利率。在美元非常坚挺的情况下，我们对冲了风险敞口。我们试图在世界上尽可能多的地方进行外汇对冲。</p><p>可能有一些很小的货币，我们不进行对冲，因为成本太高，或者这个市场不存在。但总的来说，我们倾向于对冲，因为这给我们的保证金提供了稳定性。显然，随着时间的推移，这种保护会减少，因为合约到期后，我们就需要购买新合约。但这是我们用来抵消部分外汇压力的主要工具。</p><p>当然，当我们推出新产品时，我们会特别关注外汇市场的情况。在某些情况下，国际市场的客户需要面临价格上涨，但美国客户不需要。不得不说，本季度我们最欣赏的一件事是，尽管美元非常强劲，外汇环境也很艰难，但我们在许多国际市场都有非常强劲的表现，特别是一些非常大的新兴市场。即使以美元计价，我们在印度、印度尼西亚、墨西哥、越南等地方也有非常强劲的两位数增长，很多地方我们都做得非常好。很明显，以当地货币计算，这些地方的业绩增长率甚至更高。</p><p>对我们来说，观察这些市场以当地货币计价的表现非常重要，因为这能让我们更好地了解客户对我们产品的反应、对我们生态系统的参与度，以及总体上的品牌实力。</p><p>不提供营收指引 自由现金流依然十分强劲</p><p>Harsh Kumar：你们预计下一季度的业绩会相较于这一季度有所放缓，三季度营收的同比增长约为8%。我是否应该认为，这个8%的数字将从第四季度开始逐渐下降？</p><p>Luca Maestri：我们的营收将从9月开始减速，三季度的同比增长是8%，所以接下来的增长将低于8%。我们没有提供指引，原因我们已经解释过了，有很多的不确定性。我们会看到这个季度的进展。</p><p>Cowen &amp; Company 的 Krish Sankar：考虑到一些上市和非上市公司的估值和调整，这是否会改变你对实现现金中性（即将现金的效益用到最大化）的思考过程？换句话说，你会更积极地进行收购，还是认为因利息收入而持有更多现金比你之前的投资目标更有吸引力？</p><p>蒂姆·库克：在整个2022财年，我们平均每月进行一次收购。我们一直在寻找市场：哪些东西会产生协同作用，哪些东西会提供我们需要的知识产权或人才，最好是两者兼而有之。因此，我们一直在寻找各种规模的收购。</p><p>Luca Maestri：在现金配置方面，很明显，我们喜欢长期的资本回报计划。我们已经这样做了，已经回购了超过5500亿美元的股票，平均回购价格为47美元，这非常成功。我们仍然有净现金。我们一直说，我们希望在某个时刻达到现金中性的目标。过去几年，我们的现金产出一直非常非常强劲，尤其是去年。我曾提到过，我们有1110亿美元的自由现金流，同比增长了20%。因此，我们将把这些资金用于投资者。</p><p>Krish Sankar：关于下一季度的展望我想问，这个季度额外多出一周，是不是不能帮助抵消部分外汇影响，或者换句话说，如果是拥有13周的季度，外汇带来的10个百分点的负面影响会更大？</p><p>Luca Maestri：不，我认为并非如此。由于外汇影响是以百分比的形式呈现，13周或14周没有太大不同。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n苹果电话会“信心十足”：如果不是美元走强，增长可以达到两位数\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-28 17:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3673516><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>苹果CEO库克和首席财务官 Luca Maestri 都认为，尽管存在外汇逆风影响，但苹果在这一季度仍创下亮眼表现，在新兴市场的表现更是可圈可点，潜在消费者的增长潜力也非常大，所以可以抵御暂时的负面影响。10月27日美股盘后，科技巨头苹果发布了2022年第三季度的财报业绩。财报显示，在iPhone新品发布的第三季度，苹果的总体收入和利润增长都比华尔街预期的更强劲：三季度营收为901亿美元，同比增长...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3673516\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/13f224bb016b853641f590b6753763d1","relate_stocks":{"AAPL":"苹果"},"source_url":"https://wallstreetcn.com/articles/3673516","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2278076566","content_text":"苹果CEO库克和首席财务官 Luca Maestri 都认为，尽管存在外汇逆风影响，但苹果在这一季度仍创下亮眼表现，在新兴市场的表现更是可圈可点，潜在消费者的增长潜力也非常大，所以可以抵御暂时的负面影响。10月27日美股盘后，科技巨头苹果发布了2022年第三季度的财报业绩。财报显示，在iPhone新品发布的第三季度，苹果的总体收入和利润增长都比华尔街预期的更强劲：三季度营收为901亿美元，同比增长8.1%；净利润为207亿美元，同比增长0.8%；iPhone的销售略低于预期，增速接近10%，Mac电脑和可穿戴设备及配件的收入猛增、远超预期，而iPad的销售和服务业务逊色。财报发布后，苹果管理层召开电话会议，苹果首席执行官蒂姆·库克（Tim Cook）、首席财务官卢卡·马斯特里（Luca Maestri）和投资者关系（高级）总监 Tejas Gala 参加会议并回答了分析师提问。库克提及汇率的影响，认为如果不是美元走强，苹果的三季度营收本该有两位数的增长。他说：该季度有超过600个基点的外汇逆风。所以这是很大的（影响）。没有外汇的逆风，我们本可以两位数增长。但首席财务官 Luca Maestri 也表示，尽管存在外汇逆风影响，苹果在新兴市场的表现十分亮眼，大宗商品的表现也对其相当有利。因此可以抵御这些负面影响。库克还提到了新一代iPhone产品——iPhone 14 Pro和14 Pro Max的供应约束，但总的来看，库克仍对苹果的业绩前景信心十足，他还提到了本季度可穿戴设备收入10%的大幅增长。库克认为，苹果销售的Apple Watch中有三分之二的客户之前没有拥有过这款产品，所以新客户的增长潜力无穷，这对苹果的业绩前景非常有利。以下为电话会问答环节实录：iPhone 14 Pro系列供应受限 业绩仍超预期瑞士信贷的 Shannon Cross：你能不能谈一谈你对这一代iPhone的看法？从积极的方面来说，你们提高了价格；但在消极的方面，投资者担心价格上涨会影响需求。所以我很好奇，你对iPhone需求的看法以及你认为它将如何发展。我知道，宏观大环境具有很大的不确定性。蒂姆·库克：iPhone的营收在第三季度增长了10%，达到426亿美元。客户需求强劲，比我们预期的要好。但这也是在2021财年时iPhone营收增长39%的基础上实现的，所以这来之不易。因此我们很满意。至于新产品，现在谈iPhone 14、14 Pro和Pro Max的销售情况还为时过早。但从一开始，iPhone 14 Pro和14 Pro Max的供应就受到了约束，直到今天仍然受限。因此，我们正在非常努力地满足需求。在我们能真正满足需求之前，一切都很难说，但我们正在努力做到这一点。我们对iPhone上季度的强劲表现非常满意。在美国和英国排名前四的智能手机中，我们占据了三席。此外，苹果手机销量还占据着中国城市地区前三名、澳大利亚前六名、德国前五名、日本前两名。。消费者对iPhone的满意度仍然非常非常高，达到98%。所以综合来看我们对第三季度的表现感觉非常满意。美元强劲使业务受阻 但可以抵御外汇逆风的影响Shannon Cross：你能谈谈增长利润方面的变化吗？Luca Maestri：在第三季度，我们的毛利率达到了42.3%，而正如你所提到的，这还是在有外汇逆风的情况下创下的。环比来看，外汇逆风为70个基点，而与去年同期相比则为170个基点。基本上，世界上所有的货币对美元都贬值了。但我们现在仍预计下一季度的毛利率为42.5%到43.5%。很明显，强势美元让我们在很多方面都遇到了困难。我们在新兴市场的定价更为艰难，而将这些收入折算成美元也受到了影响。但从积极的方面来看，大宗商品的表现对我们相当有利。所以我们相信我们可以抵御外汇逆风的负面影响。我认为我们提供的指引反映了这一点。当然，这也考虑到了外汇以及一定程度的通胀压力。我认为这是一个好的结果。本季度iPad和Mac表现大相径庭摩根士丹利的 Erik Woodring：iPad和Mac在这个季度的表现有很大的差异。但从供应的角度来看，两者都相对受限。你能详细说明一些导致这种差异的影响最大的重要因素，以及第四季度后这些因素是否会逆转或正常化？蒂姆·库克：Mac本季度的销量是我们公司历史上最好的，这得益于配置M2的MacBook Air的发布。在今年第二季度，我们的工厂在大部分时间里都几乎没有增产。所以接下来我们都有订单积压。我们能够在这一季度满足所有的需求，填补Mac的销售渠道。因此，Mac在这一季度取得了难以置信的亮眼业绩。但iPad表现相反，与一年前相比，我们在今年9月份推出了新款iPad，10月份也发布了iPad。另一点需要记住的是，iPad Pro在一年前的季度开始之前刚刚推出，所以这是我们iPad Pro发售的第一个完整季度。因此，一年前的iPad季度表现异常强劲。这就是iPad在第三季度收入减少的原因。克利夫兰研究公司 Ben Bollin：你们最近在Apple Music、TV+和One bundle方面进行了一些价格调整。我很好奇你是如何平衡消费者价格和成本以及相关的后续工作的。蒂姆·库克：是的，本周一我们宣布了Apple Music、Apple TV+以及相应的Apple One bundle，即两种产品组合包的提价。这里有两种不同的情况：对于Apple Music，授权成本增加了。所以我们为该软件支付了更多的钱。这样做的好处是，歌手也将从他们在流媒体上播放的歌曲中获得更多的收入。然后是Apple TV+，当我们第一次定价时，我们只有很少的电视节目。我们当时处于起步阶段。我们非常专注于原创节目，所以一开始我们只有四五部左右的节目，定价很低。但我们现在有了更多的内容，并且每个月都会推出更多内容。因此，我们提高了价格来与服务价值相匹配。Apple One bundle只是这两种服务价格变化的合并。可穿戴设备收入激增 Apple Watch成主要贡献者杰富瑞的Kyle McNealy：我想知道，是什么推动了你们的可穿戴设备以及这个季度的亮眼表现？是来源于iPhone的高附加率，还是本季度推出的新产品，还是由于疫情约束放松、消费者现在更愿意来店里试戴？蒂姆·库克：是的。我们的可穿戴设备收入增长了10%，我们对此非常满意。从各个方面来看，Apple Watch是主要贡献者。特别值得一提的是，苹果的新产品阵容，包括Apple Watch Ultra、Apple Watch Series 8和SE有很大助力。本季度到目前为止，Ultra的供应仍然受到约束。所以我们正在努力满足需求，把这些产品提供给客户。我们还在9月份发布了AirPods Pro，该产品在噪音消除功能和音质方面获得好评。就其他方面而言，显然，外汇是影响可穿戴设备、家庭设备和配件的负面因素，就像它也影响了我们的其他产品和服务一样。我要提到的另一件事是，我们销售的Apple Watch中有三分之二的客户之前没有拥有过这款产品。所以我们大多数时候仍是在向新客户销售产品，这对我们的业绩前景非常非常有利。外汇逆风影响 增长本应达到两位数花旗集团 Jim Suva：我想知道你们的服务方面是否更容易受到外汇而非产品的影响。我们一家都拥有Apple One和TV+等产品，我们通常按年付费，但当我们去商店购买手表和iPad时，价格调整得更快。所以，会不会是服务增长受到汇率的影响更大一些，接下来我们会看到增长重新加速，还是我对汇率影响的解读太多了，服务与产品之间可能存在差异？Luca Maestri：你是对的。显然，外汇对我们业务的影响取决于业务所在的地域组合。外汇对服务和产品的影响可能略有不同。因此，如果我们以固定货币来衡量我们的服务业务，我们的增长将达到两位数。我们对此已经非常满意。我们的业绩在数字广告的某些领域出现了一些疲软，App Store里的游戏也受到了影响。但我们对客户参与服务的行为非常满意，显然，我们的用户基数在增长，这是积极的一面，也是业务未来继续发展的良好基础。我们出现了更多的交易账户和付费账户，它们都以两位数的速度增长。付费账户的增长速度快于交易账户，因此付费账户的渗透率正在提高。我们的订阅业务非常好，目前平台上有9亿付费订阅用户，而且这个数字还在快速增长，在三年内翻了一番。因此，所有这些动态才是我们真正感兴趣的部分，因为我们相信服务增长的根本动力是稳定的，外汇逆风只是暂时的，基本面非常好。Evercore 的 Amit Daryanani：考虑到宏观方面的担忧，人们对iPhone需求将会发生什么改变的关注相当多。你认为目前iPhone的渠道库存与历史库存相比，会有什么优势？你认为渠道库存会在12月底前达到最佳水平吗？因为就目前的交货时间数据来看，iPhone的收入似乎更多地是由供给量而非需求所驱动。因此，任何关于渠道库存的信息都会有帮助。蒂姆·库克：是的。9月份，我们的iPhone库存低于我们的目标范围，这本身在这个季度是很不寻常的。我们开始提高产量，需求仍十分旺盛。但从过去的经验来看，我不认为这是不正常的。Amit Daryanani：我想在过去的几个季度里，你们一直在谈论数字广告。有没有什么指标可以让我们了解该业务规模有多大或者你关注的是什么方面？你认为苹果是否能在不牺牲消费者隐私的情况下建立大规模的广告业务？蒂姆·库克：首先，我们关注隐私，所以我们不会做任何偏离隐私的事情。我们认为隐私是一项基本的人权，这就是我们看待隐私的方式。相对于其他公司而言，我们的具体广告业务规模不大。但我们没有公布确切的数字，但它显然不是很大。为员工提供福利以及进行外汇对冲 来缓解种种压力Piper Sandler 的 Harsh Kumar：很多大市值公司都在遭受损失，所以我们欣赏你们的稳定表现。我想问你关于美国和全球的通胀压力和劳动力问题。也许可以谈谈苹果可以采取什么措施来缓解这些问题？在这方面，外汇正成为一个相当重要的逆风。我很好奇，如果有的话，是否可以做些什么来缓解这种情况。蒂姆·库克：在人员方面，我们专注于照顾我们的团队，为他们提供最好的福利和最好的薪酬，以便他们能够做他们一生中最好的工作。这就是我们在团队方面所关注的。在通胀方面，明显有工资通胀，物流方面也存在通胀，而且无论如何都没有恢复到疫情前的水平。有些硅元件也有通胀压力，这并不是我们所看到的全部，但它提供了我们所看到的通胀压力的一部分。在我们给出的毛利率指引中已经考虑到了这一点。Luca Maestri：外汇显然是影响我们业绩的一个非常重要的因素，影响了我们的营收和毛利率。在美元非常坚挺的情况下，我们对冲了风险敞口。我们试图在世界上尽可能多的地方进行外汇对冲。可能有一些很小的货币，我们不进行对冲，因为成本太高，或者这个市场不存在。但总的来说，我们倾向于对冲，因为这给我们的保证金提供了稳定性。显然，随着时间的推移，这种保护会减少，因为合约到期后，我们就需要购买新合约。但这是我们用来抵消部分外汇压力的主要工具。当然，当我们推出新产品时，我们会特别关注外汇市场的情况。在某些情况下，国际市场的客户需要面临价格上涨，但美国客户不需要。不得不说，本季度我们最欣赏的一件事是，尽管美元非常强劲，外汇环境也很艰难，但我们在许多国际市场都有非常强劲的表现，特别是一些非常大的新兴市场。即使以美元计价，我们在印度、印度尼西亚、墨西哥、越南等地方也有非常强劲的两位数增长，很多地方我们都做得非常好。很明显，以当地货币计算，这些地方的业绩增长率甚至更高。对我们来说，观察这些市场以当地货币计价的表现非常重要，因为这能让我们更好地了解客户对我们产品的反应、对我们生态系统的参与度，以及总体上的品牌实力。不提供营收指引 自由现金流依然十分强劲Harsh Kumar：你们预计下一季度的业绩会相较于这一季度有所放缓，三季度营收的同比增长约为8%。我是否应该认为，这个8%的数字将从第四季度开始逐渐下降？Luca Maestri：我们的营收将从9月开始减速，三季度的同比增长是8%，所以接下来的增长将低于8%。我们没有提供指引，原因我们已经解释过了，有很多的不确定性。我们会看到这个季度的进展。Cowen & Company 的 Krish Sankar：考虑到一些上市和非上市公司的估值和调整，这是否会改变你对实现现金中性（即将现金的效益用到最大化）的思考过程？换句话说，你会更积极地进行收购，还是认为因利息收入而持有更多现金比你之前的投资目标更有吸引力？蒂姆·库克：在整个2022财年，我们平均每月进行一次收购。我们一直在寻找市场：哪些东西会产生协同作用，哪些东西会提供我们需要的知识产权或人才，最好是两者兼而有之。因此，我们一直在寻找各种规模的收购。Luca Maestri：在现金配置方面，很明显，我们喜欢长期的资本回报计划。我们已经这样做了，已经回购了超过5500亿美元的股票，平均回购价格为47美元，这非常成功。我们仍然有净现金。我们一直说，我们希望在某个时刻达到现金中性的目标。过去几年，我们的现金产出一直非常非常强劲，尤其是去年。我曾提到过，我们有1110亿美元的自由现金流，同比增长了20%。因此，我们将把这些资金用于投资者。Krish Sankar：关于下一季度的展望我想问，这个季度额外多出一周，是不是不能帮助抵消部分外汇影响，或者换句话说，如果是拥有13周的季度，外汇带来的10个百分点的负面影响会更大？Luca Maestri：不，我认为并非如此。由于外汇影响是以百分比的形式呈现，13周或14周没有太大不同。","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983816589,"gmtCreate":1666216598642,"gmtModify":1676537722345,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅格格","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"[强]&nbsp;[强]&nbsp;","listText":"[强]&nbsp;[强]&nbsp;","text":"[强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983816589","repostId":"1198733791","repostType":2,"repost":{"id":"1198733791","kind":"news","pubTimestamp":1663810548,"share":"https://ttm.financial/m/news/1198733791?lang=&edition=fundamental","pubTime":"2022-09-22 09:35","market":"sg","language":"en","title":"4 High-Yielding REITs Trading at 52-Week Lows: Should You Buy Them?","url":"https://stock-news.laohu8.com/highlight/detail?id=1198733791","media":"The Smart Investor","summary":"REITs are perfect for an investor who is looking for a steady stream of passive income.Their ability","content":"<html><head></head><body><p>REITs are perfect for an investor who is looking for a steady stream of passive income.</p><p>Their ability to pay out consistent dividends makes them suitable for investors seeking an additional source of income.</p><p>In recent months, persistently high inflation has led to the US Federal Reserve hiking interest rates at a pace not seen in decades.</p><p>The higher interest rate environment has dampened demand for REITs, causing many to fall to their 52-week lows.</p><p>Their distribution yields have also increased as their unit prices decline.</p><p>You should carefully study each REIT’s attributes to ensure you are not walking into a value trap.</p><p>Here are four high-yielding REITs trading at a year low that you may want to add to your buy watchlist.</p><h2><a href=\"https://laohu8.com/S/UD1U.SI\">iREIT Global</a></h2><p>iREIT Global invests in office, retail and industrial properties in Europe, and its portfolio comprises a total of 37 properties.</p><p>The REIT’s portfolio consists of five freehold office properties in Germany, five in Spain and 27 freehold retail properties in France.</p><p>iREIT Global’s unit price has fallen 21.5% in the last year, touching close to its 52-week low of S$0.50.</p><p>For the REIT’s fiscal 2022’s first half (1H2022), it reported a 27.2% year on year jump in gross revenue to €30.1 million.</p><p>Net property income (NPI) rose 26.4% year on year to €24.4 million.</p><p>Distribution per unit (DPU) after retention came up to €0.0141, dipping slightly below the €0.0143 paid out a year ago.</p><p>iREIT Global’s units provide a forward distribution yield of 7.3%.</p><p>The REIT’s aggregate leverage stood at 30.8% as of 30 June 2022 with a low cost of borrowings of 1.8%, allowing it sufficient debt headroom for acquisitions.</p><h2><a href=\"https://laohu8.com/S/ODBU.SI\">United Hampshire US REIT</a></h2><p>United Hampshire US REIT, or UHREIT, invests in a portfolio of grocery-anchored and necessity-based properties in the US.</p><p>Its portfolio comprises 21 grocery and necessity properties as well as two self-storage properties.</p><p>UHREIT’s unit price has tumbled 13.2% in the past year and is hovering close to its 52-week low of US$0.58.</p><p>For 1H2022, the REIT reported an 18.5% year on year rise in gross revenue to US$31.8 million and a 10.6% year on year increase in NPI to US$22.6 million.</p><p>DPU, however, fell by 4.6% year on year to US$0.0291.</p><p>Adjusted DPU, which excludes the effects of top-ups and stipulated damages, increased by 13.4% year on year to US$0.0288.</p><p>Annualised 1H2022 DPU stands at US$0.0582, giving UHREIT’s units a forward distribution yield of 9.9%.</p><p>UHREIT had just concluded the divestment of two self-storage properties at a 17.7% premium over their purchase price, and also made its third yield-accretive acquisition of Upland Square to boost its portfolio size to US$732.9 million.</p><h2><a href=\"https://laohu8.com/S/MXNU.SI\">Elite Commercial REIT</a></h2><p>Elite Commercial REIT owns a portfolio of 155 predominantly freehold buildings across the UK that are primarily occupied by the Department for Work and Pensions (DWP), the UK’s largest public service department.</p><p>Elite’s unit price has declined from £0.67 to a 52-week low of £0.56, a drop of 16.4%.</p><p>1H2022 saw revenue rise 17.7% year on year to £18.7 million due to contributions from Elite’s maiden acquisition of 58 properties in March last year.</p><p>DPU, however, dipped by 2.7% year on year to £0.0256.</p><p>Units of the commercial REIT offer a prospective distribution yield of 9.1%.</p><p>All leases for the properties within the portfolio are on a triple-net basis, and the bulk of the properties have a built-in inflation-linked rent uplift clause.</p><p>Elite’s borrowing cost remained low at 2.3% with 63% of its debt on fixed rates. The gearing level, however, was fairly high at 41.9%.</p><h2><a href=\"https://laohu8.com/S/BTOU.SI\">Manulife US REIT</a></h2><p>Manulife US REIT, or MUST, is a US office REIT that owns a portfolio of 12 freehold office properties across seven US states worth US$2.2 billion as of 31 December 2021.</p><p>MUST’s unit price has fallen by 31% from US$0.71 a year ago to a 52-week low of US$0.48.</p><p>Gross revenue for 1H2022 rose 10.6% year on year to US$100.4 million while NPI inched up 2.8% year on year to US$57.6 million.</p><p>DPU, however, saw a 3.3% year on year decline to US$0.0261.</p><p>MUST’s units provide a forward distribution yield of 10.9% based on the annualised DPU of US$0.0522.</p><p>The REIT’s gearing stood at 42.4% as of 30 June 2022 with an average interest rate of 2.97%.</p><p>Close to 86% of the REIT’s borrowings are on fixed rates, thus acting as a mitigating factor against any potential increase in interest rates.</p><p>Around two-thirds of MUST’s portfolio have annual rental escalations of 2.7%, with another 27.8% enjoying periodic escalations.</p></body></html>","source":"lsy1602567310727","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>4 High-Yielding REITs Trading at 52-Week Lows: Should You Buy Them?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 High-Yielding REITs Trading at 52-Week Lows: Should You Buy Them?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-22 09:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/4-high-yielding-reits-trading-at-52-week-lows-should-you-buy-them/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>REITs are perfect for an investor who is looking for a steady stream of passive income.Their ability to pay out consistent dividends makes them suitable for investors seeking an additional source of ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/4-high-yielding-reits-trading-at-52-week-lows-should-you-buy-them/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UD1U.SI":"IREIT全球","BTOU.SI":"宏利美国房地产投资信托","MXNU.SI":"EliteUKREIT GBP","ODBU.SI":"UtdHampshReitUSD"},"source_url":"https://thesmartinvestor.com.sg/4-high-yielding-reits-trading-at-52-week-lows-should-you-buy-them/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198733791","content_text":"REITs are perfect for an investor who is looking for a steady stream of passive income.Their ability to pay out consistent dividends makes them suitable for investors seeking an additional source of income.In recent months, persistently high inflation has led to the US Federal Reserve hiking interest rates at a pace not seen in decades.The higher interest rate environment has dampened demand for REITs, causing many to fall to their 52-week lows.Their distribution yields have also increased as their unit prices decline.You should carefully study each REIT’s attributes to ensure you are not walking into a value trap.Here are four high-yielding REITs trading at a year low that you may want to add to your buy watchlist.iREIT GlobaliREIT Global invests in office, retail and industrial properties in Europe, and its portfolio comprises a total of 37 properties.The REIT’s portfolio consists of five freehold office properties in Germany, five in Spain and 27 freehold retail properties in France.iREIT Global’s unit price has fallen 21.5% in the last year, touching close to its 52-week low of S$0.50.For the REIT’s fiscal 2022’s first half (1H2022), it reported a 27.2% year on year jump in gross revenue to €30.1 million.Net property income (NPI) rose 26.4% year on year to €24.4 million.Distribution per unit (DPU) after retention came up to €0.0141, dipping slightly below the €0.0143 paid out a year ago.iREIT Global’s units provide a forward distribution yield of 7.3%.The REIT’s aggregate leverage stood at 30.8% as of 30 June 2022 with a low cost of borrowings of 1.8%, allowing it sufficient debt headroom for acquisitions.United Hampshire US REITUnited Hampshire US REIT, or UHREIT, invests in a portfolio of grocery-anchored and necessity-based properties in the US.Its portfolio comprises 21 grocery and necessity properties as well as two self-storage properties.UHREIT’s unit price has tumbled 13.2% in the past year and is hovering close to its 52-week low of US$0.58.For 1H2022, the REIT reported an 18.5% year on year rise in gross revenue to US$31.8 million and a 10.6% year on year increase in NPI to US$22.6 million.DPU, however, fell by 4.6% year on year to US$0.0291.Adjusted DPU, which excludes the effects of top-ups and stipulated damages, increased by 13.4% year on year to US$0.0288.Annualised 1H2022 DPU stands at US$0.0582, giving UHREIT’s units a forward distribution yield of 9.9%.UHREIT had just concluded the divestment of two self-storage properties at a 17.7% premium over their purchase price, and also made its third yield-accretive acquisition of Upland Square to boost its portfolio size to US$732.9 million.Elite Commercial REITElite Commercial REIT owns a portfolio of 155 predominantly freehold buildings across the UK that are primarily occupied by the Department for Work and Pensions (DWP), the UK’s largest public service department.Elite’s unit price has declined from £0.67 to a 52-week low of £0.56, a drop of 16.4%.1H2022 saw revenue rise 17.7% year on year to £18.7 million due to contributions from Elite’s maiden acquisition of 58 properties in March last year.DPU, however, dipped by 2.7% year on year to £0.0256.Units of the commercial REIT offer a prospective distribution yield of 9.1%.All leases for the properties within the portfolio are on a triple-net basis, and the bulk of the properties have a built-in inflation-linked rent uplift clause.Elite’s borrowing cost remained low at 2.3% with 63% of its debt on fixed rates. The gearing level, however, was fairly high at 41.9%.Manulife US REITManulife US REIT, or MUST, is a US office REIT that owns a portfolio of 12 freehold office properties across seven US states worth US$2.2 billion as of 31 December 2021.MUST’s unit price has fallen by 31% from US$0.71 a year ago to a 52-week low of US$0.48.Gross revenue for 1H2022 rose 10.6% year on year to US$100.4 million while NPI inched up 2.8% year on year to US$57.6 million.DPU, however, saw a 3.3% year on year decline to US$0.0261.MUST’s units provide a forward distribution yield of 10.9% based on the annualised DPU of US$0.0522.The REIT’s gearing stood at 42.4% as of 30 June 2022 with an average interest rate of 2.97%.Close to 86% of the REIT’s borrowings are on fixed rates, thus acting as a mitigating factor against any potential increase in interest rates.Around two-thirds of MUST’s portfolio have annual rental escalations of 2.7%, with another 27.8% enjoying periodic 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Trust(IBIT)$","images":[{"img":"https://community-static.tradeup.com/news/79e10bd0fd990c8ee05ef504249dfc03","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/288225799352504","isVote":1,"tweetType":1,"viewCount":2045,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9949216959,"gmtCreate":1678684205072,"gmtModify":1678684209851,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅格格","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949216959","repostId":"2319704257","repostType":4,"repost":{"id":"2319704257","kind":"highlight","pubTimestamp":1678667649,"share":"https://ttm.financial/m/news/2319704257?lang=&edition=fundamental","pubTime":"2023-03-13 08:34","market":"us","language":"zh","title":"硅谷银行 “多米诺效应” 持续发酵，多家港股上市公司紧急回应！","url":"https://stock-news.laohu8.com/highlight/detail?id=2319704257","media":"智通财经网","summary":"美国硅谷银行破产事件持续发酵。","content":"<html><head></head><body><p>智通财经APP获悉，美国财政部、美联储、联邦存款保险公司(FDIC)在<a href=\"https://laohu8.com/S/SIVB\">硅谷银行</a>事件后宣布采取行动。从3月13日周一开始，储户可以支取他们所有的资金。与硅谷银行破产有关的任何损失都不会由纳税人承担。此外，纽约州的Signature  Bank今天被该州监管机构关闭，其所有存款人都将得到全额补偿，纳税人也不会承担任何损失。股东和某些无担保债券持有人将得不到保护，高级管理人员也将被撤职。存款保险基金为支持没有保险的储户而遭受的任何损失，将根据法律要求，通过对银行进行特别评估来弥补。</p><p>美国硅谷银行破产事件持续发酵。美国监管文件显示，投资者和储户周四试图从硅谷银行提取420亿美元，这是10多年来美国最大的银行挤兑之一。根据加州金融保护和创新部周五提交的接管令，截至3月9日，该银行的现金余额为负的9.58亿美元。这揭示了这家银行面临的挤兑规模。美国联邦存款保险公司已将这家银行纳入破产管理程序。</p><p>公开资料显示，SVB是一家主要为科创类企业提供融资等金融服务的上市银行，2022年末总资产规模达2118亿美元，按照合并资产排名来看，为全美第16大银行。SVB客户主要来自于科学技术、生命科学、医疗保健、高端消费、私募股权及风险投资(PE/VC)等科技初创领域。新冠疫情发生后，由于美联储大幅宽松，市场流动性充裕，投资热情高涨，科创企业获得了大量资金，并将其存放在SVB。根据SVB年报的数据，该行负债端所积累的存款从2019年底的618亿美元大幅上升至2021年底的1892亿美元，2022年底略降至1731亿美元。由于一时难以找到合适的贷款投向，SVB将大量存款用于购买久期较长的美国国债与抵押贷款支持证券(MBS)，也就是“短债长投”，而这也带来了期限错配。</p><p>在投资人和<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>中享有盛誉的硅谷银行爆出惊天大雷，美国硅谷银行倒闭引发的市场恐慌还在不断发酵，不少投资者担心可能引发类似2008年次贷危机的全球金融海啸。</p><p>截至3月12日，已有包括红杉资本在内的325家风投机构，签署了一份共同的支持硅谷银行声明。此外，雇用超过22000名员工的650名创始人也共同签署声明表示，要求监管部门阻止灾难发生。</p><p><b>恐慌情绪向全球蔓延 硅谷银行英国公司或将破产</b></p><p>英国央行(英格兰银行)发布公告称，打算向法院申请，将硅谷银行英国附属公司(以下简称“SVB UK”)列入银行破产程序。在此期间，该公司将停止付款或接受存款。英格兰银行称，SVB UK在英国的业务有限，没有支持金融系统的关键职能。</p><p>据市场消息，直到10日，SVB UK还表示它是硅谷银行的“独立子公司”，拥有自己的资产负债表和“隔离”基金。但由于恐慌情绪在科技公司和投资者中蔓延，该公司当天被迫申请了18亿英镑的流动资金。</p><p><b>硅谷银行 “多米诺效应” 多上市公司上演逃出生天</b></p><p>在此背景下，SVB事件对国内公司的影响亦受到关注，康方生物、亚盛医药、基石药业等多家公司紧急回应，避免被“误伤”。</p><p>3月12日，康方生物消息，公司关注到，近期美国硅谷银行的相关事件引起了市场较多关注，公司特别声明：自成立以来，公司未曾与美国硅谷银行或其关联公司发生过业务合作，亦从未在美国硅谷银行或其关联公司有任何存款。</p><p>亚盛医药在港交所公告，有鉴于近期美国硅谷银行被勒令关闭的事件，公司特此声明，公司自成立以来未曾与美国硅谷银行或其关联公司发生过业务合作。此外，截止本公告日期，公司未在美国硅谷银行或其关联公司有任何存款。</p><p><a href=\"https://laohu8.com/S/02616\">基石药业-B</a>晚间公告，截至公告日，公司在SVB设立的营运账户中仅有少量现金结馀。公司在SVB的账户超出FDIC承保金额的部分低于60万美元，且占公司现金、现金等价物及定期存款总额低于0.5%。公司现金及资产配置较为多元化以最大程度降低风险，且聘用大型<a href=\"https://laohu8.com/S/FISI\">金融机构</a>提供商业银行服务，目前该等机构暂未面临流动性风险。因此，公司认为此次SVB事件对公司影响甚微。</p><p><img src=\"https://static.tigerbbs.com/87f794237505dadc109a29b642dfbf88\" tg-width=\"897\" tg-height=\"982\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>有医药投资者人表示，由于中国不少生物医药公司主要在港股以及科创板上市，而非在海外上市，预计受到硅谷银行破产事件影响或不大。</p><p>不过，谈及美国硅谷银行对金融和经济的影响，有投资者认为，“信心比黄金更珍贵。”美国硅谷银行破产动摇着不少美国储户对中小银行的信心。中小银行的脆弱性可能会削弱其信用创造的能力，并对经济施加进一步的下行压力。如果银行挤兑风险集中发生，可能引发股市崩盘，甚至催生金融危机，后果将难以设想。</p><p><a href=\"https://laohu8.com/S/600030\">中信证券</a>研报认为，美国硅谷银行困境的主因是美联储持续加息背景下流动性风险的暴露，不过硅谷银行的流动性压力未必意味着其将破产。诚然，市场恐慌情绪正在蔓延，但分析师认为目前硅谷银行的流动性压力尚不至于发展到债务危机，也不足以引发金融海啸。美国高利率环境下金融体系的风险在逐步累积，美债收益率曲线倒挂与债市流动性不足等问题可能放大局部金融风险，未来局部性金融风险仍需防范。</p><p><a href=\"https://laohu8.com/S/601995\">中金公司</a>指出，SVB事件抑制市场风险偏好，对美国科技股尤为不利，不排除引发美股进一步调整。如果美国通胀难以快速回落，美债收益率在高位停留更久(high  for  longer)，再加上金融风险暴露抑制风险偏好，美股估值将难以得到支撑。分析师还表示，不能低估当前美国科技行业的风险，对于美国经济与资本市场，也维持谨慎态度，不仅要关注流动性驱动、高估值资产的下跌风险，还要防范其对其它市场可能带来的外溢效应。</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\" 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href=http://www.zhitongcaijing.com/content/detail/890561.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，美国财政部、美联储、联邦存款保险公司(FDIC)在硅谷银行事件后宣布采取行动。从3月13日周一开始，储户可以支取他们所有的资金。与硅谷银行破产有关的任何损失都不会由纳税人承担。此外，纽约州的Signature  Bank今天被该州监管机构关闭，其所有存款人都将得到全额补偿，纳税人也不会承担任何损失。股东和某些无担保债券持有人将得不到保护，高级管理人员也将被撤职。存款保险基金为...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/890561.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/c85a7dfade591f6216f07139fba2e12d","relate_stocks":{"BK4588":"碎股","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","IAT":"安硕美国地区银行ETF","LU1861217088.USD":"贝莱德金融科技A2","BK4211":"区域性银行","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H"},"source_url":"http://www.zhitongcaijing.com/content/detail/890561.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2319704257","content_text":"智通财经APP获悉，美国财政部、美联储、联邦存款保险公司(FDIC)在硅谷银行事件后宣布采取行动。从3月13日周一开始，储户可以支取他们所有的资金。与硅谷银行破产有关的任何损失都不会由纳税人承担。此外，纽约州的Signature  Bank今天被该州监管机构关闭，其所有存款人都将得到全额补偿，纳税人也不会承担任何损失。股东和某些无担保债券持有人将得不到保护，高级管理人员也将被撤职。存款保险基金为支持没有保险的储户而遭受的任何损失，将根据法律要求，通过对银行进行特别评估来弥补。美国硅谷银行破产事件持续发酵。美国监管文件显示，投资者和储户周四试图从硅谷银行提取420亿美元，这是10多年来美国最大的银行挤兑之一。根据加州金融保护和创新部周五提交的接管令，截至3月9日，该银行的现金余额为负的9.58亿美元。这揭示了这家银行面临的挤兑规模。美国联邦存款保险公司已将这家银行纳入破产管理程序。公开资料显示，SVB是一家主要为科创类企业提供融资等金融服务的上市银行，2022年末总资产规模达2118亿美元，按照合并资产排名来看，为全美第16大银行。SVB客户主要来自于科学技术、生命科学、医疗保健、高端消费、私募股权及风险投资(PE/VC)等科技初创领域。新冠疫情发生后，由于美联储大幅宽松，市场流动性充裕，投资热情高涨，科创企业获得了大量资金，并将其存放在SVB。根据SVB年报的数据，该行负债端所积累的存款从2019年底的618亿美元大幅上升至2021年底的1892亿美元，2022年底略降至1731亿美元。由于一时难以找到合适的贷款投向，SVB将大量存款用于购买久期较长的美国国债与抵押贷款支持证券(MBS)，也就是“短债长投”，而这也带来了期限错配。在投资人和创业公司中享有盛誉的硅谷银行爆出惊天大雷，美国硅谷银行倒闭引发的市场恐慌还在不断发酵，不少投资者担心可能引发类似2008年次贷危机的全球金融海啸。截至3月12日，已有包括红杉资本在内的325家风投机构，签署了一份共同的支持硅谷银行声明。此外，雇用超过22000名员工的650名创始人也共同签署声明表示，要求监管部门阻止灾难发生。恐慌情绪向全球蔓延 硅谷银行英国公司或将破产英国央行(英格兰银行)发布公告称，打算向法院申请，将硅谷银行英国附属公司(以下简称“SVB UK”)列入银行破产程序。在此期间，该公司将停止付款或接受存款。英格兰银行称，SVB UK在英国的业务有限，没有支持金融系统的关键职能。据市场消息，直到10日，SVB UK还表示它是硅谷银行的“独立子公司”，拥有自己的资产负债表和“隔离”基金。但由于恐慌情绪在科技公司和投资者中蔓延，该公司当天被迫申请了18亿英镑的流动资金。硅谷银行 “多米诺效应” 多上市公司上演逃出生天在此背景下，SVB事件对国内公司的影响亦受到关注，康方生物、亚盛医药、基石药业等多家公司紧急回应，避免被“误伤”。3月12日，康方生物消息，公司关注到，近期美国硅谷银行的相关事件引起了市场较多关注，公司特别声明：自成立以来，公司未曾与美国硅谷银行或其关联公司发生过业务合作，亦从未在美国硅谷银行或其关联公司有任何存款。亚盛医药在港交所公告，有鉴于近期美国硅谷银行被勒令关闭的事件，公司特此声明，公司自成立以来未曾与美国硅谷银行或其关联公司发生过业务合作。此外，截止本公告日期，公司未在美国硅谷银行或其关联公司有任何存款。基石药业-B晚间公告，截至公告日，公司在SVB设立的营运账户中仅有少量现金结馀。公司在SVB的账户超出FDIC承保金额的部分低于60万美元，且占公司现金、现金等价物及定期存款总额低于0.5%。公司现金及资产配置较为多元化以最大程度降低风险，且聘用大型金融机构提供商业银行服务，目前该等机构暂未面临流动性风险。因此，公司认为此次SVB事件对公司影响甚微。有医药投资者人表示，由于中国不少生物医药公司主要在港股以及科创板上市，而非在海外上市，预计受到硅谷银行破产事件影响或不大。不过，谈及美国硅谷银行对金融和经济的影响，有投资者认为，“信心比黄金更珍贵。”美国硅谷银行破产动摇着不少美国储户对中小银行的信心。中小银行的脆弱性可能会削弱其信用创造的能力，并对经济施加进一步的下行压力。如果银行挤兑风险集中发生，可能引发股市崩盘，甚至催生金融危机，后果将难以设想。中信证券研报认为，美国硅谷银行困境的主因是美联储持续加息背景下流动性风险的暴露，不过硅谷银行的流动性压力未必意味着其将破产。诚然，市场恐慌情绪正在蔓延，但分析师认为目前硅谷银行的流动性压力尚不至于发展到债务危机，也不足以引发金融海啸。美国高利率环境下金融体系的风险在逐步累积，美债收益率曲线倒挂与债市流动性不足等问题可能放大局部金融风险，未来局部性金融风险仍需防范。中金公司指出，SVB事件抑制市场风险偏好，对美国科技股尤为不利，不排除引发美股进一步调整。如果美国通胀难以快速回落，美债收益率在高位停留更久(high  for  longer)，再加上金融风险暴露抑制风险偏好，美股估值将难以得到支撑。分析师还表示，不能低估当前美国科技行业的风险，对于美国经济与资本市场，也维持谨慎态度，不仅要关注流动性驱动、高估值资产的下跌风险，还要防范其对其它市场可能带来的外溢效应。","news_type":1,"symbols_score_info":{"IAT":1,"SIVB":1}},"isVote":1,"tweetType":1,"viewCount":2046,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949301376,"gmtCreate":1678338371896,"gmtModify":1678338374701,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅格格","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BTOU.SI\">$宏利美国房地产投资信托(BTOU.SI)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/BTOU.SI\">$宏利美国房地产投资信托(BTOU.SI)$ 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