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雅牛
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雅牛
11-20 20:54
$C3.ai, Inc.(AI)$
雅牛
2023-02-23
$苹果(AAPL)$ [开心] [开心]
雅牛
2022-07-15
$纳斯达克100 Covered Call ETF-Global X(QYLD)$
😭😭
雅牛
2023-02-17
$苹果(AAPL)$ [微笑] [微笑]
雅牛
2021-09-18
$Orphazyme A/S(ORPH)$
???
雅牛
2022-04-20
😃
雅牛
2022-03-21
👍
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雅牛
2023-01-12
$谷歌A(GOOGL)$
雅牛
2023-01-02
$苹果(AAPL)$
[笑哭] [笑哭]
雅牛
2022-10-28
[微笑]
Sorry, the original content has been removed
雅牛
2022-10-28
[微笑]
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
雅牛
2022-10-20
[强] [强]
4 High-Yielding REITs Trading at 52-Week Lows: Should You Buy Them?
雅牛
03-29
$iShares Bitcoin Trust(IBIT)$
雅牛
03-26
$iShares Bitcoin Trust(IBIT)$
雅牛
2023-03-13
[微笑] [微笑]
Sorry, the original content has been removed
雅牛
2023-03-09
$宏利美国房地产投资信托(BTOU.SI)$
雅牛
2023-03-07
$金种子酒(600199)$
雅牛
2023-03-05
$Carvana Co.(CVNA)$
Go to Tiger App to see more news
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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,"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949301376,"gmtCreate":1678338371896,"gmtModify":1678338374701,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅牛","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BTOU.SI\">$宏利美国房地产投资信托(BTOU.SI)$ </a>","listText":"<a href=\"https://ttm.financial/S/BTOU.SI\">$宏利美国房地产投资信托(BTOU.SI)$ </a>","text":"$宏利美国房地产投资信托(BTOU.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949301376","isVote":1,"tweetType":1,"viewCount":597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940798596,"gmtCreate":1678160375215,"gmtModify":1678160378505,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅牛","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/600199\">$金种子酒(600199)$ </a>","listText":"<a href=\"https://ttm.financial/S/600199\">$金种子酒(600199)$ </a>","text":"$金种子酒(600199)$","images":[{"img":"https://community-static.tradeup.com/news/6898db6cff4915efebb5e3a0438d59ad","width":"1080","height":"2512"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940798596","isVote":1,"tweetType":1,"viewCount":987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9940281105,"gmtCreate":1677950972808,"gmtModify":1677950977384,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅牛","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CVNA\">$Carvana Co.(CVNA)$ </a>","listText":"<a href=\"https://ttm.financial/S/CVNA\">$Carvana Co.(CVNA)$ </a>","text":"$Carvana Co.(CVNA)$","images":[{"img":"https://community-static.tradeup.com/news/801e7ce5d1160460f877b2da647e601b","width":"1080","height":"2731"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940281105","isVote":1,"tweetType":1,"viewCount":531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9957557068,"gmtCreate":1677449551255,"gmtModify":1677449553443,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅牛","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$ [捂脸] [捂脸] </a>","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$ [捂脸] [捂脸] </a>","text":"$Grab Holdings(GRAB)$ [捂脸] [捂脸]","images":[{"img":"https://community-static.tradeup.com/news/7805f5ec11eeda32adef92b400c59498","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957557068","isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9957180343,"gmtCreate":1677083373283,"gmtModify":1677083377834,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅牛","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$ [开心] [开心] </a>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$ [开心] [开心] </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":576,"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 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[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":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9952275765,"gmtCreate":1674787848158,"gmtModify":1676538958683,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅牛","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"[强] [强] ","listText":"[强] [强] ","text":"[强] 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</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":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9927741842,"gmtCreate":1672599376587,"gmtModify":1676538709806,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅牛","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$ </a>[笑哭] [笑哭] ","listText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$ </a>[笑哭] [笑哭] ","text":"$苹果(AAPL)$ [笑哭] 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","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923889694","repostId":"2290627104","repostType":4,"repost":{"id":"2290627104","pubTimestamp":1670813706,"share":"https://ttm.financial/m/news/2290627104?lang=&edition=fundamental","pubTime":"2022-12-12 10:55","market":"us","language":"zh","title":"科技股辉煌不再!属于FAANG的时代或许真的结束了","url":"https://stock-news.laohu8.com/highlight/detail?id=2290627104","media":"智通财经","summary":"对于一些投资者而言,今年美股市场上少数几家高估值科技巨头的暴跌恐怕不仅仅是一次熊市,更是一个时代的终结。过去,FAANG——Facebook母公司Meta、亚马逊、苹果、奈飞和谷歌引领了向数字世界的转","content":"<html><head></head><body><p>对于一些投资者而言,今年美股市场上少数几家高估值科技巨头的暴跌恐怕不仅仅是一次熊市,更是一个时代的终结。</p><p>过去,FAANG——Facebook母公司Meta、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>引领了向数字世界的转变,并推动了股市持续13年的牛市行情。</p><p>但历史表明,一个时代的市场领军者几乎从未主导过下一个新的时代。并且,有早期迹象表明,这种转变已经在发生:奈飞和Meta的增长已经放缓或消失,同时,亚马逊、苹果和谷歌的庞大规模意味着它们已经不太可能在未来提供像过去那样的巨大回报。</p><p><img src=\"https://static.tigerbbs.com/5925fe90538a7160c9b64b9e85bc16c9\" tg-width=\"664\" tg-height=\"383\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Janus Henderson Investors投资组合经理Richard Clode表示:“我们认为FAANG不太可能引领下一个科技牛市周期。自FAANG这个首字母缩略词诞生以来,我们对这些股票的敞口处于最低水平。”</p><p><b>辉煌不再</b></p><p>尽管仍有部分投资者不愿相信FAANG时代的终结即将到来,但股价走势和市场的声音一步步证明了这些科技股辉煌不再已经是不争的事实。</p><p><img src=\"https://static.tigerbbs.com/1f7087ae78a6388df2812fb1c7514afe\" tg-width=\"668\" tg-height=\"374\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>2020年初爆发的新冠疫情冲击了整个股市,但眨眼之间,股市暴跌结束,指数随即大幅反弹。包括FAANG在内的大型科技股领涨市场,受封控措施影响的消费者加大了对这些科技公司的需求。</p><p>然而,随着社会重新开放,全球各地利率上调抑制风险偏好,投资者正重新评估科技股的长期潜力。</p><p>在过去,科技公司能提供的最大吸引力之一就是其超高的增长率。但如今,这种增长似乎已经变得平平无奇。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>策略师在11月的一份报告中写道,最常与大型科技股联系在一起的“卓越”增长率已经消失了,至少在今年是如此。该行策略师预计,2022年大型科技股的营收增长率为8%,低于标普500指数13%的预期增长。</p><p>高盛还指出,尽管预计明年和2024年科技公司的营收增长速度将高于标普500指数,但这一差距远小于过去十年的平均水平。</p><p>瑞银资产管理公司高级投资分析师兼投资组合经理Michael Nell表示:“(科技股已经)很难像以往那样以非常非常高的增长率实现巨额营收。虽然大型科技股截至目前为止的表现依然良好,但今后我们可能很难再看到它们必然会实现业绩增长。”</p><p>在最近的业绩中,这些观点就得到了印证。例如,今年10月,由于广告市场放缓,Meta第四季度销售预测低于分析师预期,该股股价在一天内下跌了四分之一。而在一天后,因为预计假日季度的增速将创下历史新低,亚马逊股价暴跌7%。</p><p>另外,其他明星科技股的走势也发人深省。<a href=\"https://laohu8.com/S/CSCO\">思科</a>和<a href=\"https://laohu8.com/S/INTC\">英特尔</a>是上世纪90年代末互联网热潮中的领军企业,但之后它们再也没有回到2000年达到的高点;纳斯达克100指数则是用了15年的时间才超过2000年的峰值水平。</p><p><img src=\"https://static.tigerbbs.com/11c0dd4926a5cff6d81d4dd471102352\" tg-width=\"663\" tg-height=\"377\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>虽然,市值达2.3万亿美元、全球第一大企业苹果在今年的熊市中依然表现不错,但也下跌了20%。该公司约1700亿美元的现金储备、有价证券以及对最新款iPhone的需求支撑了该股。</p><p>而FAANG的其他股票跌幅则更大,例如,今年迄今为止,谷歌累计下跌36%,Meta则暴跌66%。</p><p><b>痛苦远未结束</b></p><p>尽管不少科技股今年已录得较大跌幅,但该行业的痛苦似乎仍将在明年继续。根据汇编数据显示,分析师预计明年该行业利润将萎缩1.8%,相比之下,美国整体市场的预期增长率为2.7%。其中,FAANG在标普500指数中所占权重仍超过10%,因此未来几年表现欠佳可能将对整体市场构成重大拖累。</p><p><img src=\"https://static.tigerbbs.com/b1eaab905857e380820116319bc0632a\" tg-width=\"657\" tg-height=\"374\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>除此之外,面对不断上升的借贷成本和通货膨胀,投资者在愿意买入哪些股票方面也变得愈加苛刻。例如,像Meta对元宇宙这种对未经验证技术的大型投资,市场接受程度普遍较低。高盛针对仍处于亏损状态的企业编制的一篮子科技股今年已暴跌近60%。</p><p>Columbia Threadneedle Investments全球股票主管Neil Robson表示:“市场走势说明,投资者想要一些在短期内已经拥有盈利能力的股票,他们无法为企业的负自由现金流买单。更现实一点的说法就是:增长慢一点可以,但必须盈利。”</p><p>“两年前,我们可以随意向标有FAANG的‘飞镖板投掷飞镖’,并轻松赢得比赛,对吧?”Synovus Trust Co.高级投资组合经理Dan Morgan表示:“(那时候),我们只是盲目地把钱投到一只只买FAANG的ETF中,对吧?但现在,这可能不会再奏效了。”</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE 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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科技股辉煌不再!属于FAANG的时代或许真的结束了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-12 10:55 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/845531.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>对于一些投资者而言,今年美股市场上少数几家高估值科技巨头的暴跌恐怕不仅仅是一次熊市,更是一个时代的终结。过去,FAANG——Facebook母公司Meta、亚马逊、苹果、奈飞和谷歌引领了向数字世界的转变,并推动了股市持续13年的牛市行情。但历史表明,一个时代的市场领军者几乎从未主导过下一个新的时代。并且,有早期迹象表明,这种转变已经在发生:奈飞和Meta的增长已经放缓或消失,同时,亚马逊、苹果和...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/845531.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/418c8e44b0e296045dbb80704fbfa531","relate_stocks":{"AAPL":"苹果","NFLX":"奈飞","GOOGL":"谷歌A"},"source_url":"http://www.zhitongcaijing.com/content/detail/845531.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290627104","content_text":"对于一些投资者而言,今年美股市场上少数几家高估值科技巨头的暴跌恐怕不仅仅是一次熊市,更是一个时代的终结。过去,FAANG——Facebook母公司Meta、亚马逊、苹果、奈飞和谷歌引领了向数字世界的转变,并推动了股市持续13年的牛市行情。但历史表明,一个时代的市场领军者几乎从未主导过下一个新的时代。并且,有早期迹象表明,这种转变已经在发生:奈飞和Meta的增长已经放缓或消失,同时,亚马逊、苹果和谷歌的庞大规模意味着它们已经不太可能在未来提供像过去那样的巨大回报。Janus Henderson Investors投资组合经理Richard Clode表示:“我们认为FAANG不太可能引领下一个科技牛市周期。自FAANG这个首字母缩略词诞生以来,我们对这些股票的敞口处于最低水平。”辉煌不再尽管仍有部分投资者不愿相信FAANG时代的终结即将到来,但股价走势和市场的声音一步步证明了这些科技股辉煌不再已经是不争的事实。2020年初爆发的新冠疫情冲击了整个股市,但眨眼之间,股市暴跌结束,指数随即大幅反弹。包括FAANG在内的大型科技股领涨市场,受封控措施影响的消费者加大了对这些科技公司的需求。然而,随着社会重新开放,全球各地利率上调抑制风险偏好,投资者正重新评估科技股的长期潜力。在过去,科技公司能提供的最大吸引力之一就是其超高的增长率。但如今,这种增长似乎已经变得平平无奇。高盛策略师在11月的一份报告中写道,最常与大型科技股联系在一起的“卓越”增长率已经消失了,至少在今年是如此。该行策略师预计,2022年大型科技股的营收增长率为8%,低于标普500指数13%的预期增长。高盛还指出,尽管预计明年和2024年科技公司的营收增长速度将高于标普500指数,但这一差距远小于过去十年的平均水平。瑞银资产管理公司高级投资分析师兼投资组合经理Michael Nell表示:“(科技股已经)很难像以往那样以非常非常高的增长率实现巨额营收。虽然大型科技股截至目前为止的表现依然良好,但今后我们可能很难再看到它们必然会实现业绩增长。”在最近的业绩中,这些观点就得到了印证。例如,今年10月,由于广告市场放缓,Meta第四季度销售预测低于分析师预期,该股股价在一天内下跌了四分之一。而在一天后,因为预计假日季度的增速将创下历史新低,亚马逊股价暴跌7%。另外,其他明星科技股的走势也发人深省。思科和英特尔是上世纪90年代末互联网热潮中的领军企业,但之后它们再也没有回到2000年达到的高点;纳斯达克100指数则是用了15年的时间才超过2000年的峰值水平。虽然,市值达2.3万亿美元、全球第一大企业苹果在今年的熊市中依然表现不错,但也下跌了20%。该公司约1700亿美元的现金储备、有价证券以及对最新款iPhone的需求支撑了该股。而FAANG的其他股票跌幅则更大,例如,今年迄今为止,谷歌累计下跌36%,Meta则暴跌66%。痛苦远未结束尽管不少科技股今年已录得较大跌幅,但该行业的痛苦似乎仍将在明年继续。根据汇编数据显示,分析师预计明年该行业利润将萎缩1.8%,相比之下,美国整体市场的预期增长率为2.7%。其中,FAANG在标普500指数中所占权重仍超过10%,因此未来几年表现欠佳可能将对整体市场构成重大拖累。除此之外,面对不断上升的借贷成本和通货膨胀,投资者在愿意买入哪些股票方面也变得愈加苛刻。例如,像Meta对元宇宙这种对未经验证技术的大型投资,市场接受程度普遍较低。高盛针对仍处于亏损状态的企业编制的一篮子科技股今年已暴跌近60%。Columbia Threadneedle Investments全球股票主管Neil Robson表示:“市场走势说明,投资者想要一些在短期内已经拥有盈利能力的股票,他们无法为企业的负自由现金流买单。更现实一点的说法就是:增长慢一点可以,但必须盈利。”“两年前,我们可以随意向标有FAANG的‘飞镖板投掷飞镖’,并轻松赢得比赛,对吧?”Synovus Trust Co.高级投资组合经理Dan Morgan表示:“(那时候),我们只是盲目地把钱投到一只只买FAANG的ETF中,对吧?但现在,这可能不会再奏效了。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920262962,"gmtCreate":1670505751156,"gmtModify":1676538381747,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅牛","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920262962","repostId":"1147743665","repostType":4,"repost":{"id":"1147743665","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":1670503376,"share":"https://ttm.financial/m/news/1147743665?lang=&edition=fundamental","pubTime":"2022-12-08 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":{"LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0823411888.USD":"法巴消费创新基金 Cap","TSLA":"特斯拉","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2063271972.USD":"富兰克林创新领域基金","BK4527":"明星科技股","BK4550":"红杉资本持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4551":"寇图资本持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861558580.USD":"日兴方舟颠覆性创新基金B"},"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},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962407894,"gmtCreate":1669819267419,"gmtModify":1676538249825,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅牛","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","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":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982573568,"gmtCreate":1667222244655,"gmtModify":1676537879867,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅牛","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"[微笑] [微笑] ","listText":"[微笑] [微笑] ","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":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982269127,"gmtCreate":1667187027469,"gmtModify":1676537873777,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅牛","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":4,"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","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{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\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 <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":{"ODBU.SI":"UtdHampshReitUSD","MXNU.SI":"EliteComREIT GBP","BTOU.SI":"宏利美国房地产投资信托","CWBU.SI":"Cromwell Reit EUR"},"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},"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986649990,"gmtCreate":1666950298210,"gmtModify":1676537837735,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅牛","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","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,"repost":{"id":"1143404850","pubTimestamp":1666946786,"share":"https://ttm.financial/m/news/1143404850?lang=&edition=fundamental","pubTime":"2022-10-28 16:46","market":"us","language":"zh","title":"收购推特炒掉高管,马斯克掀起社交媒体改革巨浪","url":"https://stock-news.laohu8.com/highlight/detail?id=1143404850","media":"第一财经","summary":"马斯克可能要在新的办公室里“大显身手”。","content":"<div>\n<p>作者:钱童心经历了一波三折后,特斯拉CEO马斯克440亿美元收购Twitter(推特)的闹剧本周终于尘埃落定,这位全球首富周四将其在该社交平台上的介绍改成了“Chief Twit”,推特主管。推特的公司标志是一只小鸟,马斯克在推文中写道:“这只鸟终于被释放。”暗示他将在这一社交媒体上发布更多不受限制的内容。根据一个网上的视频,马斯克周三捧着一个陶瓷的水槽走入推特办公室,他发表的一份推文中写道:“让...</p>\n\n<a href=\"https://www.yicai.com/news/101576817.html\">Web Link</a>\n\n</div>\n","source":"dyvj","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>收购推特炒掉高管,马斯克掀起社交媒体改革巨浪</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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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收购推特炒掉高管,马斯克掀起社交媒体改革巨浪\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-28 16:46 北京时间 <a href=https://www.yicai.com/news/101576817.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:钱童心经历了一波三折后,特斯拉CEO马斯克440亿美元收购Twitter(推特)的闹剧本周终于尘埃落定,这位全球首富周四将其在该社交平台上的介绍改成了“Chief Twit”,推特主管。推特的公司标志是一只小鸟,马斯克在推文中写道:“这只鸟终于被释放。”暗示他将在这一社交媒体上发布更多不受限制的内容。根据一个网上的视频,马斯克周三捧着一个陶瓷的水槽走入推特办公室,他发表的一份推文中写道:“让...</p>\n\n<a href=\"https://www.yicai.com/news/101576817.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/7a75bc32b9b7db705ce2b539e75397d8","relate_stocks":{"TSLA":"特斯拉","TWTR":"Twitter"},"source_url":"https://www.yicai.com/news/101576817.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143404850","content_text":"作者:钱童心经历了一波三折后,特斯拉CEO马斯克440亿美元收购Twitter(推特)的闹剧本周终于尘埃落定,这位全球首富周四将其在该社交平台上的介绍改成了“Chief Twit”,推特主管。推特的公司标志是一只小鸟,马斯克在推文中写道:“这只鸟终于被释放。”暗示他将在这一社交媒体上发布更多不受限制的内容。根据一个网上的视频,马斯克周三捧着一个陶瓷的水槽走入推特办公室,他发表的一份推文中写道:“让它一起沉下去。”他没有对此解释更多,但已经引发了网友热议,有网友认为马斯克可能要在新的办公室里“大显身手”。这笔交易将马斯克对社交媒体巨头的掌控推向高潮。今年4月,马斯克将推特的持股提升至9.2%,成为该公司最大的股东,他随后加入了推特的董事会。马斯克收购推特的消息推动该公司今年股价上涨近25%。在完成推特收购之后,马斯克预计将会把该公司的首席执行官Parag Agrawal以及首席财务官Ned Segal、法律事务和政策主管Vijaya Gadde一起炒掉。马斯克指责这些推特的高管推动了社交媒体平台上的虚假账户数量,并误导了他和推特的投资者。马斯克还发表了一篇长文,试图平息推特员工对即将进行大规模裁员的担忧,并向广告商保证,过去对推特内容审核规则的批评不会损害该平台对于广告主的吸引力。此前有传闻称,马斯克计划在未来几个月内将推特的7500名员工人数减少到2000多人。他还承诺将清理平台上的虚假账户,并使平台推荐给用户内容的算法更加公开透明。马斯克曾表示,需要在用户群体中建立更多的信任,做到这一点的方法是将算法开源,从而做到开放透明。马斯克没有系统性地展示他将会如何构建推特的未来,不过在本月早些时候的一条推文中,马斯克称,他希望在收购推特之后,将开发一款名为“X”的超级应用。“购买Twitter是创建X的加速器,这是一个超级App(everything app)。”他写道。“X”本质上将成为一个像微信一样的“一站式商店”,用户可以在这个App上实现几乎所有的日常生活消费功能。不过马斯克要改变推特仍然面临重要的挑战,尤其是在推特重度用户占比下降的背景下。重度用户是指每周登录6-7天,并发3-4次推文的用户。根据最新的内部文件,重度推特用户目前在每月总用户中的占比不到10%,但这些用户产生多达90%的内容,并贡献了全球约一半的收入。根据推特今年第二季度财报,月活用户数量为2.38亿。最新的研究还发现,过去两年中,说英语的重度推特用户的兴趣点发生了变化,这些用户对新闻、体育和娱乐的兴趣正在减弱,这可能会降低该平台对广告商的吸引力。与此同时,推特说英语的重度用户对加密货币的兴趣有所下降,去年年底,加密货币价格创下历史新高,随后出现了暴跌。在马斯克宣布推特收购消息之前,狗币(Dogecoin)大涨近35%。推特重度用户对于卡戴珊等名人的感兴趣程度也遭到毁灭性的打击,娱乐明星在推特上已经难以成为吸引用户的流量法宝。这一趋势可能受到TikTok和Instagram等竞争对手崛起的影响,因为越来越多的明星可能转移到其他热门平台,从而分散了流量。目前仍不确定马斯克是否会尝试成为该公司的CEO,自推特联合创始人杰克·多尔西(Jack Dorsey)去年突然辞职后,该公司一直缺乏有力的核心领导人物。而考虑到马斯克已经是包括特斯拉、SpaceX和Neuralink三家公司的CEO,他是否还有精力投入一家社交媒体也受到质疑。特斯拉的投资人对于马斯克收购推特尤为敏感,他们担心马斯克可能会通过抛售特斯拉更多股票来完成推特收购。今年以来,特斯拉股价已经下跌超过36%。但马斯克在今年的财报发布会上表示:“特斯拉的市值长期来看一定会超过苹果和沙特阿美的总和。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":373055008731384,"gmtCreate":1732107263165,"gmtModify":1732107267603,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅牛","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567052570749059","authorIdStr":"3567052570749059"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AI\">$C3.ai, Inc.(AI)$ </a> ","listText":"<a href=\"https://ttm.financial/S/AI\">$C3.ai, Inc.(AI)$ </a> ","text":"$C3.ai, 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","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","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 & 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 <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},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983816589,"gmtCreate":1666216598642,"gmtModify":1676537722345,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅牛","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567052570749059","authorIdStr":"3567052570749059"},"themes":[],"htmlText":"[强] [强] ","listText":"[强] [强] ","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","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 <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":{"BTOU.SI":"宏利美国房地产投资信托","UD1U.SI":"IREIT全球","MXNU.SI":"EliteComREIT 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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