雅牛 personal page - To The Moon

雅牛

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11-20

$C3.ai, Inc.(AI)$

03-29

$iShares Bitcoin Trust(IBIT)$

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

$金种子酒(600199)$

2023-03-05

$Carvana Co.(CVNA)$

2023-02-27

$Grab Holdings(GRAB)$ [捂脸] [捂脸]

2023-02-23

$苹果(AAPL)$ [开心] [开心]

2023-02-17

$苹果(AAPL)$ [微笑] [微笑]

2023-01-27

[强] [强]

QYLD: What To Make Of This Massive 14% Yield

2023-01-12

$谷歌A(GOOGL)$

2023-01-02

$苹果(AAPL)$ [笑哭] [笑哭]

2022-12-26

$新加坡航空公司(C6L.SI)$

2022-12-12

[微笑]

科技股辉煌不再！属于FAANG的时代或许真的结束了

2022-12-08

[微笑]

盘前 | 三大股指期货齐涨！特斯拉又遭分析师高度看空

2022-11-30

[微笑]

2022-10-31

[微笑] [微笑]

2022-10-31

Ok

These 4 REITs are Plumbing New All-Time Lows: Is it Time to Buy Them?

2022-10-28

[微笑]

收购推特炒掉高管，马斯克掀起社交媒体改革巨浪

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,"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":{"BK4585":"ETF&股票定投概念","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","IAT":"安硕美国地区银行ETF","BK4588":"碎股","BK4211":"区域性银行","LU1861217088.USD":"贝莱德金融科技A2","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC"},"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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[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":675,"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,"idStr":"3567052570749059","authorIdStr":"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":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952275765","repostId":"2302319000","repostType":2,"repost":{"id":"2302319000","kind":"highlight","pubTimestamp":1673440200,"share":"https://ttm.financial/m/news/2302319000?lang=&edition=fundamental","pubTime":"2023-01-11 20:30","market":"us","language":"en","title":"QYLD: What To Make Of This Massive 14% Yield","url":"https://stock-news.laohu8.com/highlight/detail?id=2302319000","media":"seekingalpha","summary":"Torsten AsmusArticle Thesis Global X Funds' Global X NASDAQ 100 Covered Call ETF (NASDAQ:QYLD) is a ","content":"<html><body><figure><picture> <img height=\"1024px\" loading=\"lazy\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1367511149/image_1367511149.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1367511149/image_1367511149.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1367511149/image_1367511149.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1367511149/image_1367511149.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1367511149/image_1367511149.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1367511149/image_1367511149.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1367511149/image_1367511149.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1367511149/image_1367511149.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1367511149/image_1367511149.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>Torsten Asmus</p></figcaption></figure><h2>Article Thesis</h2> <p><a href=\"https://laohu8.com/S/EFFE\">Global X</a> Funds' Global X NASDAQ 100 Covered Call ETF (<span>NASDAQ:QYLD</span>) is a specialized income-focused fund that currently offers a hefty 14% dividend yield based on the payments that it made over the last year. Before jumping on this<span> yield, investors should consider the downside of QYLD's strategy -- capped upside -- and the fact that declining equity market volatility could result in lower dividend payments in the future.</span></p> <h2>QYLD's Unique Strategy</h2> <p>Tech is generally seen as a high-growth industry. Not surprisingly, average valuations are high, and due to a focus on reinvesting for growth, many tech stocks offer low or no dividend yields. There are some outliers, but overall tech is not very welcoming for income investors.</p> <p>And yet, the Global X NASDAQ 100 Covered Call ETF is a high-yield vehicle despite its tech focus. That's possible thanks to a unique strategy. The fund has a goal of replicating the performance of the CBOE NASDAQ-100 BuyWrite V2 Index. This index shows the performance of a theoretical portfolio that owns the NASDAQ 100 companies and that sells covered calls on these companies. QYLD's performance is close to the performance of the CBOE NASDAQ-100 BuyWrite V2 Index, with its expense ratio making a small difference.</p> <p>The writing of covered calls allows QYLD (and the underlying index) to generate income via the option premiums that the seller (or writer) of the call option receives. Those option premiums vary over time and depend on a couple of factors, including (assumed) volatility. Generally, selling options with a short time span until expiry generates higher option premiums. QYLD (and the underlying index) use 1-month call options for this strategy, which results in hefty option premiums received over time -- which is why the dividend yield is this high, despite the fact that the tech stocks themselves oftentimes offer no dividend or only very small ones to their owners.</p> <p>Of course, every strategy has a downside, and that also holds true for QYLD. While selling covered calls generates additional income over time, this strategy also caps the upside of the investment. Let's look at an example:</p> <p>Let's say an investor owns 100 shares of Advanced Micro Devices (AMD), worth $6,700 at the time of writing. If the investor sells a call option with an expiry date of February 10, 2023, with a strike price of $70, the premium received would be around $3.50 per share or $350 in total. While that would make for a very nice cash-on-cash return, considering it's only a 1-month time frame, the upside of the investment would be capped. In case AMD was to rise to $75 or $80 over that time frame, for example, the investor would still only receive the $70 when shares get called away (which would happen in this scenario).</p> <p>QYLD's strategy of selling covered calls on tech names thus limits the upside potential on these tech shares -- when they rise too much or too fast, they get called away, and QYLD has to enter a position in the same stock at a higher price. On the other hand, QYLD continues to hold on to these tech names when share prices decline. In other words, QYLD's upside is limited, while its downside is not limited -- there thus is a downward bias when it comes to QYLD's net asset value, and thus also its price:</p> <figure><img height=\"366\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/1/10/saupload_63e45b3dd09ed2bdcc2962171c2f1ece.png\" width=\"635\"/><figcaption>Data by YCharts</figcaption></figure><p>Since QYLD started trading, its shares are down by more than one-third. Meanwhile, the NASDAQ 100 has experienced a massive 210% gain over the same time frame, even following the hefty pullback over the last year. At the beginning of the year, QQQ was ahead by around 350% , while QYLD was still down compared to when it started trading.</p> <p>Of course, QYLD's share price underperformance versus the broad tech market is partially offset by QYLD's much higher dividends. But even on a total return basis, where dividends are included, QYLD has underperformed QQQ substantially -- QYLD is up 67% since late 2013, while QQQ has offered a total return of 240% over the same time frame.</p> <p>We can summarize that while QYLD offers a very high dividend yield, that dividend yield comes at a real cost: Due to its unique strategy of selling short-dated covered calls, QYLD's upside is capped and its share price and NAV have a tendency to decline, even during times when the tech sector experiences steep share price gains. I do believe that it is unlikely that this will change meaningfully going forward -- it's a built-in mechanic of how selling short-term covered calls works. Investors should thus expect that QYLD will continue to underperform the tech industry massively on a share performance basis. Even further capital erosion seems likely, as there is a clear trend for that since QYLD began trading:</p> <figure contenteditable=\"false\"><picture> <span><img contenteditable=\"true\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/1/10/28873105-16733688653446438.png\"/></span> </picture><figcaption><p><span>Seeking Alpha</span></p></figcaption></figure><p>The above chart shows that the highs that QYLD hit shortly after it started trading were never hit again. At the same time, the above chart shows that QYLD offers very little protection during times when the tech industry pulls back, such as in 2022. QYLD experiences substantial drops during these times, but does not recover/rise when the tech industry performs well, which is an important issue that investors should consider before putting money into QYLD.</p> <h2>QYLD's Dividend: Massive Yield But Volatile</h2> <p>Based on the dividend payments that QYLD has made over the last year, the dividend yield is currently very high, at 14%. But investors should note that there is no guarantee that the forward dividend yield is this high as well. In fact, dividends have declined over time, both over the last year and since the ETF started trading:</p> <figure contenteditable=\"false\"><picture> <span><img contenteditable=\"true\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/1/10/28873105-16733699738129468.png\"/></span> </picture><figcaption><p><span>Seeking Alpha</span></p></figcaption></figure><p>While the regular monthly dividend was as high as $0.26 in 2014, dividends have pulled back over time. Over the last twelve months, QYLD has paid out $2.19 per share, which pencils out to $0.1825 per share per month.</p> <p>The most recent dividend declarations were even smaller, however, as QYLD paid out $0.16 per share per month for the last three payments. Annualized, that makes for $1.92 per share, which translates into a dividend yield of 12% at current prices. While that is still a very elevated dividend yield, the downward trend in dividend payments is not a positive sign. Dividend payments have declined, at least to some extent, due to principal erosion since the ETF started trading. Since QYLD's share price and net asset value have pulled back, an unchanged return on its net asset value results in declining profits, and thus also declining dividends.</p> <p>There are other variables at play on top of that, such as volatility in equity markets. Increased volatility results in higher option premiums, which is beneficial for QYLD's dividend, whereas declining volatility results in lower option premiums, all else equal, and thus causes lower dividends.</p> <p>Due to the aforementioned headwinds for QYLD's net asset value -- a capped upside and no downside cap -- it would not be too surprising if net asset value continues to decline in the long run, as it has done for many years. That could cause further dividend reductions -- not at a hefty pace, but it seems quite possible that per-share dividends will be lower five or ten years from now. QYLD thus is not a suitable dividend growth investment at all, I believe, although its dividend yield is still pretty high.</p> <h2>Is QYLD A Good Investment?</h2> <div></div> <p>A tech investment with a double-digit yield sounds great, but investors shouldn't rush into QYLD. The underperformance versus the uncapped QQQ is dramatic, and dividends have been trending down instead of up. While QYLD offers a compelling dividend yield and will likely do so for the foreseeable future, I do not deem it a great investment due to its sub-par total returns and principal erosion, even during the last decade -- which was great for tech stocks.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>QYLD: What To Make Of This Massive 14% Yield</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\">\nQYLD: What To Make Of This Massive 14% Yield\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-11 20:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4569081-qyld-what-to-make-of-this-massive-14-percent-yield><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Torsten AsmusArticle Thesis Global X Funds' Global X NASDAQ 100 Covered Call ETF (NASDAQ:QYLD) is a specialized income-focused fund that currently offers a hefty 14% dividend yield based on the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4569081-qyld-what-to-make-of-this-massive-14-percent-yield\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1367511149/image_1367511149.jpg","relate_stocks":{"QYLD":"纳斯达克100 Covered Call ETF-Global X"},"source_url":"https://seekingalpha.com/article/4569081-qyld-what-to-make-of-this-massive-14-percent-yield","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2302319000","content_text":"Torsten AsmusArticle Thesis Global X Funds' Global X NASDAQ 100 Covered Call ETF (NASDAQ:QYLD) is a specialized income-focused fund that currently offers a hefty 14% dividend yield based on the payments that it made over the last year. Before jumping on this yield, investors should consider the downside of QYLD's strategy -- capped upside -- and the fact that declining equity market volatility could result in lower dividend payments in the future. QYLD's Unique Strategy Tech is generally seen as a high-growth industry. Not surprisingly, average valuations are high, and due to a focus on reinvesting for growth, many tech stocks offer low or no dividend yields. There are some outliers, but overall tech is not very welcoming for income investors. And yet, the Global X NASDAQ 100 Covered Call ETF is a high-yield vehicle despite its tech focus. That's possible thanks to a unique strategy. The fund has a goal of replicating the performance of the CBOE NASDAQ-100 BuyWrite V2 Index. This index shows the performance of a theoretical portfolio that owns the NASDAQ 100 companies and that sells covered calls on these companies. QYLD's performance is close to the performance of the CBOE NASDAQ-100 BuyWrite V2 Index, with its expense ratio making a small difference. The writing of covered calls allows QYLD (and the underlying index) to generate income via the option premiums that the seller (or writer) of the call option receives. Those option premiums vary over time and depend on a couple of factors, including (assumed) volatility. Generally, selling options with a short time span until expiry generates higher option premiums. QYLD (and the underlying index) use 1-month call options for this strategy, which results in hefty option premiums received over time -- which is why the dividend yield is this high, despite the fact that the tech stocks themselves oftentimes offer no dividend or only very small ones to their owners. Of course, every strategy has a downside, and that also holds true for QYLD. While selling covered calls generates additional income over time, this strategy also caps the upside of the investment. Let's look at an example: Let's say an investor owns 100 shares of Advanced Micro Devices (AMD), worth $6,700 at the time of writing. If the investor sells a call option with an expiry date of February 10, 2023, with a strike price of $70, the premium received would be around $3.50 per share or $350 in total. While that would make for a very nice cash-on-cash return, considering it's only a 1-month time frame, the upside of the investment would be capped. In case AMD was to rise to $75 or $80 over that time frame, for example, the investor would still only receive the $70 when shares get called away (which would happen in this scenario). QYLD's strategy of selling covered calls on tech names thus limits the upside potential on these tech shares -- when they rise too much or too fast, they get called away, and QYLD has to enter a position in the same stock at a higher price. On the other hand, QYLD continues to hold on to these tech names when share prices decline. In other words, QYLD's upside is limited, while its downside is not limited -- there thus is a downward bias when it comes to QYLD's net asset value, and thus also its price: Data by YChartsSince QYLD started trading, its shares are down by more than one-third. Meanwhile, the NASDAQ 100 has experienced a massive 210% gain over the same time frame, even following the hefty pullback over the last year. At the beginning of the year, QQQ was ahead by around 350% , while QYLD was still down compared to when it started trading. Of course, QYLD's share price underperformance versus the broad tech market is partially offset by QYLD's much higher dividends. But even on a total return basis, where dividends are included, QYLD has underperformed QQQ substantially -- QYLD is up 67% since late 2013, while QQQ has offered a total return of 240% over the same time frame. We can summarize that while QYLD offers a very high dividend yield, that dividend yield comes at a real cost: Due to its unique strategy of selling short-dated covered calls, QYLD's upside is capped and its share price and NAV have a tendency to decline, even during times when the tech sector experiences steep share price gains. I do believe that it is unlikely that this will change meaningfully going forward -- it's a built-in mechanic of how selling short-term covered calls works. Investors should thus expect that QYLD will continue to underperform the tech industry massively on a share performance basis. Even further capital erosion seems likely, as there is a clear trend for that since QYLD began trading:   Seeking AlphaThe above chart shows that the highs that QYLD hit shortly after it started trading were never hit again. At the same time, the above chart shows that QYLD offers very little protection during times when the tech industry pulls back, such as in 2022. QYLD experiences substantial drops during these times, but does not recover/rise when the tech industry performs well, which is an important issue that investors should consider before putting money into QYLD. QYLD's Dividend: Massive Yield But Volatile Based on the dividend payments that QYLD has made over the last year, the dividend yield is currently very high, at 14%. But investors should note that there is no guarantee that the forward dividend yield is this high as well. In fact, dividends have declined over time, both over the last year and since the ETF started trading:   Seeking AlphaWhile the regular monthly dividend was as high as $0.26 in 2014, dividends have pulled back over time. Over the last twelve months, QYLD has paid out $2.19 per share, which pencils out to $0.1825 per share per month. The most recent dividend declarations were even smaller, however, as QYLD paid out $0.16 per share per month for the last three payments. Annualized, that makes for $1.92 per share, which translates into a dividend yield of 12% at current prices. While that is still a very elevated dividend yield, the downward trend in dividend payments is not a positive sign. Dividend payments have declined, at least to some extent, due to principal erosion since the ETF started trading. Since QYLD's share price and net asset value have pulled back, an unchanged return on its net asset value results in declining profits, and thus also declining dividends. There are other variables at play on top of that, such as volatility in equity markets. Increased volatility results in higher option premiums, which is beneficial for QYLD's dividend, whereas declining volatility results in lower option premiums, all else equal, and thus causes lower dividends. Due to the aforementioned headwinds for QYLD's net asset value -- a capped upside and no downside cap -- it would not be too surprising if net asset value continues to decline in the long run, as it has done for many years. That could cause further dividend reductions -- not at a hefty pace, but it seems quite possible that per-share dividends will be lower five or ten years from now. QYLD thus is not a suitable dividend growth investment at all, I believe, although its dividend yield is still pretty high. Is QYLD A Good Investment?  A tech investment with a double-digit yield sounds great, but investors shouldn't rush into QYLD. The underperformance versus the uncapped QQQ is dramatic, and dividends have been trending down instead of up. While QYLD offers a compelling dividend yield and will likely do so for the foreseeable future, I do not deem it a great investment due to its sub-par total returns and principal erosion, even during the last decade -- which was great for tech stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951635607,"gmtCreate":1673472763910,"gmtModify":1676538841438,"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/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":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,"idStr":"3567052570749059","authorIdStr":"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":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9925227255,"gmtCreate":1672042499478,"gmtModify":1676538626100,"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/C6L.SI\">$新加坡航空公司(C6L.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$新加坡航空公司(C6L.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$新加坡航空公司(C6L.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925227255","isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923889694,"gmtCreate":1670823397118,"gmtModify":1676538441040,"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":"[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/9923889694","repostId":"2290627104","repostType":4,"repost":{"id":"2290627104","kind":"news","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 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>科技股辉煌不再！属于FAANG的时代或许真的结束了</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&nbsp;&nbsp;&nbsp;<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":{"NFLX":"奈飞","AAPL":"苹果","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":253,"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,"idStr":"3567052570749059","authorIdStr":"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/9920262962","repostId":"1147743665","repostType":4,"repost":{"id":"1147743665","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":1670503376,"share":"https://ttm.financial/m/news/1147743665?lang=&edition=fundamental","pubTime":"2022-12-08 20:42","market":"sh","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":{"LU0234572021.USD":"高盛美国核心股票组合Acc","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","TSLA":"特斯拉","LU0097036916.USD":"贝莱德美国增长A2 USD","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0056508442.USD":"贝莱德世界科技基金A2","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4527":"明星科技股","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","BK4550":"红杉资本持仓","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","BK4551":"寇图资本持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD"},"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":215,"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,"idStr":"3567052570749059","authorIdStr":"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":175,"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,"idStr":"3567052570749059","authorIdStr":"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":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,"idStr":"3567052570749059","authorIdStr":"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":{"CWBU.SI":"Cromwell Reit EUR","ODBU.SI":"UtdHampshReitUSD","MXNU.SI":"EliteComREIT GBP","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},"isVote":1,"tweetType":1,"viewCount":216,"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,"idStr":"3567052570749059","authorIdStr":"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,"repost":{"id":"1143404850","kind":"news","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 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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":{"TWTR":"Twitter","TSLA":"特斯拉"},"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":95,"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/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] 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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":884712328,"gmtCreate":1631933254764,"gmtModify":1676530672929,"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://laohu8.com/S/ORPH\">$Orphazyme A/S(ORPH)$</a>???","listText":"<a href=\"https://laohu8.com/S/ORPH\">$Orphazyme A/S(ORPH)$</a>???","text":"$Orphazyme 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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 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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},"isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951635607,"gmtCreate":1673472763910,"gmtModify":1676538841438,"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/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":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,"idStr":"3567052570749059","authorIdStr":"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":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"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,"idStr":"3567052570749059","authorIdStr":"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,"repost":{"id":"1143404850","kind":"news","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 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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&nbsp;&nbsp;&nbsp;<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":{"TWTR":"Twitter","TSLA":"特斯拉"},"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":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986658479,"gmtCreate":1666949038591,"gmtModify":1676537837468,"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":"[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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>苹果电话会“信心十足”：如果不是美元走强，增长可以达到两位数</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},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917891072,"gmtCreate":1665463731296,"gmtModify":1676537611250,"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":"[笑哭]&nbsp;[笑哭]&nbsp;","listText":"[笑哭]&nbsp;[笑哭]&nbsp;","text":"[笑哭] [笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917891072","repostId":"1136051660","repostType":4,"repost":{"id":"1136051660","kind":"news","pubTimestamp":1665394906,"share":"https://ttm.financial/m/news/1136051660?lang=&edition=fundamental","pubTime":"2022-10-10 17:41","market":"hk","language":"zh","title":"投资者的“绞肉机”！腾讯4万多亿市值灰飞烟灭","url":"https://stock-news.laohu8.com/highlight/detail?id=1136051660","media":"巨潮WAVE","summary":"孱弱不堪的港股下跌不断，恒生指数已经接近1997年高点的位置，创11年以来新低。恒生科技指数更是连续刷新成立以来最低纪录。即便是港交所几千家上市公司的“定海神针”，腾讯在这场浩劫中也无法独善其身。股价","content":"<html><head></head><body><p>孱弱不堪的港股下跌不断，恒生指数已经接近1997年高点的位置，创11年以来新低。恒生科技指数更是连续刷新成立以来最低纪录。</p><p>即便是港交所几千家上市公司的“定海神针”，腾讯在这场浩劫中也无法独善其身。股价自去年2月份的历史高点重挫近64%，4万多亿港元市值灰飞烟灭。</p><p><b>蒸发掉的市值接近两个茅台，或者4个<a href=\"https://laohu8.com/S/300750\">宁德时代</a>的资本价值，这也是腾讯历史上最大幅度的调整。</b></p><p>下跌途中，一大批腾讯的“信仰派”投资者纷纷抄底加仓，但无一例外都被套牢，其中也包括了投资大佬段永平。</p><p><img src=\"https://static.tigerbbs.com/bf2dbd70769ae60fd0b94783ba0849a1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>段永平在下跌过程不断抄底腾讯</p><p>需要指出的是，腾讯股价下跌，既有港股流动性问题、互联网监管趋严的监管因素，也有大股东减持的外因，同样也存在自身业绩增长乏力的内因，是<b>综合性因素导致的结果。</b></p><p>这家巨无霸企业被史无前例的肃杀氛围所笼罩，以至于成了投资者的“绞肉机”。</p><p><b>01、历史上最大跌幅</b></p><blockquote>历史上腾讯股价大幅下跌的情况比较少见。</blockquote><p>发展至今的腾讯，称得上是整个中文互联网的基座——微信已经像水一样渗入社会生活的方方面面。这给腾讯带来了规模巨大的业务收入和投资回报。</p><p>依托于全球18亿用户，以及每年不断增长的财务数据，腾讯历史上的每次危机和股价大跌，最终都会触底反弹并创新高。</p><p>经过梳理可以发现，<b>腾讯自上市以来出现30%以上的大幅下跌的情况很少见。</b>这一轮之前，在2008年金融危机前后出现过两次，2011年出现过一次，2018年出现过一次。</p><p>金融危机之后，腾讯股价在2010年1月突破了176.5港元，市值跃升至2500亿港元，一举超越<a href=\"https://laohu8.com/S/YHOO\">雅虎</a>，成为继谷歌、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>之后的全球第三大互联网公司。</p><p><img src=\"https://static.tigerbbs.com/a31f5fae552ffdc1d5bfc419ff76fa84\" tg-width=\"1080\" tg-height=\"644\" referrerpolicy=\"no-referrer\"/></p><p>过去多年马化腾长期占据中国首富位置</p><p>彼时的腾讯依靠用户规模优势四处掠地，遭到了外界的敌对情绪。该年7月，著名的“3Q大战”正式打响。外部舆论压力，再加上游戏业务短暂寒冬，以及2011年QQ用户的首次下滑，让腾讯股价在2010年和2011年间出现大幅下跌。</p><p>危机过后，腾讯决定采取开放和分享战略，腾讯另一张王牌——微信也正式诞生，开放生态+全新产品掀起了腾讯股价波澜壮阔的上涨行情。从2011年底到2021年的历史最高点，股价上涨了20倍以上。</p><p>在此期间，腾讯股价仅2018年出现了较大幅度的调整。当时下跌的核心原因是中国互联网用户的增长见顶，以及游戏版号的停发。</p><p><b>而如今的这次下跌，叠加了更多方面的不利因素，是腾讯此前从未有过的、历史性的大暴跌。其市盈率已经被打到了仅有12倍，基本和A股燃气水务板块相当。</b></p><p>巨大的想象空间、高成长性、强盈利能力，原本是资本市场给予互联网巨头高估值的三大强逻辑。这些全都建立在用户数量的增加和使用时长的增长基础之上。</p><p>过去三年，腾讯系用户时长没有出现明显变化。但从占比来看变化明显，腾讯系和短视频平台之间此消彼长。</p><p><img src=\"https://static.tigerbbs.com/4052054bb5bdf806cb6c6310b7739018\" tg-width=\"1080\" tg-height=\"765\" referrerpolicy=\"no-referrer\"/></p><p>流量遭到蚕食，加上疫情影响，腾讯二季度广告收入186亿，同比下降18.42%。</p><p>游戏则遭受双向钳制，供给侧版号收缩，消费端则是未成年人保护政策，腾讯游戏业务二季度实现收入425亿元，同比也下滑了1%。但<b>在版号长期断供的背景下，这样的表现已经相当难得。</b></p><p>三大业务增长乏力，今年上半年，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>收入2695.05亿元，同比下滑1%；净利润420.32亿元，同比重挫53%。其中支撑腾讯增长增量的金融科技及企业服务业务，二季度斩获收入422亿元，同比仅增长1%，环比还下降了10%。</p><p><b>剔除投资等因素，腾讯经调整后净利润为536.84亿元，同比下滑20%。</b>基本面变差，再加上一系列利空消息空前密集爆发，这也就不难理解，腾讯股价为何萎靡不振，大幅度下跌。</p><p><b>02、风雨飘摇的“半条命”</b></p><blockquote>资本市场的剧烈波动对腾讯的影响巨大。</blockquote><p>2015年时马化腾曾表态，“腾讯现在只有半条命，另外半条命都交给了合作伙伴。”</p><p><b>而如今伙伴遍天下、投资了几乎整个互联网的腾讯，其持有的股权价值既是万亿美金市值的保障，也是盈利的重要源泉。</b>2021年，腾讯投资收益高达715亿元，足见腾讯投资业务的举足轻重。</p><p>刘炽平担纲的腾讯投资部，2008年来不断跑马圈地，在互联网黄金时代赚的盆满钵满。更重要的是，腾讯以资本为纽带，打造了“开放+链接”的“鹅系”商业生态，并成功建造了腾讯“第二商业帝国”。</p><p><img src=\"https://static.tigerbbs.com/0bfef2949b09a7615a6b1396d4d2b2bb\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/></p><p>低调的刘炽平负责腾讯投资业务</p><p><b>去年6月末，腾讯持有的上市公司股权公允价值一度攀升至1.45万亿元的顶峰，几乎相当于黑龙江省2021年的GDP。</b></p><p>腾讯投资规模“富可敌省”，<b>但硬币的另一面，也相当于将自己的“半条命”交给了资本市场，尤其是港股和美股资本市场。</b>今年上半年，受资本市场波动影响，腾讯投资组合回报只有18.1亿元，同比大降94%，导致其归母净利润大幅下滑。</p><p>腾讯市值中包含了许多被投企业的股权价值，这是腾讯和其他互联网企业最大的不同。腾讯系阵营中，持股市值规模最大的美团、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、Sea Limited、快手的股价，过去一段时间均呈现断崖式下跌。</p><p>截至6月底，腾讯持有上市公司公允价值为6019.2亿元，去年末为9828.35亿元，蒸发了3809亿元。</p><p>联营上市公司公允价值为4700亿，2021年末公允价值为6347亿，下降了26%。</p><p>2021年开始，腾讯主动收缩战线，储备粮草。相继减持京东、Sea Limited、<a href=\"https://laohu8.com/S/002251\">步步高</a>、<a href=\"https://laohu8.com/S/600398\">海澜之家</a>、<a href=\"https://laohu8.com/S/01797\">新东方在线</a>、<a href=\"https://laohu8.com/S/300027\">华谊兄弟</a>等公司股票，除了用京东股份来分红外，其余总计套现超过33亿美元。</p><p>一级市场上，今年前7月，腾讯仅出手72次，累计金额138.7亿元，同比大幅收窄。</p><p><b>通过开源节流，腾讯持有的证券资产不断下滑，而在手现金持续增加，到今年上半年腾讯已拥有1846.58亿的现金储备。</b></p><p>而在腾讯减持子公司股份的同时，大股东南非报业集团也在减持腾讯，近三个月减持7600万股，约245亿港元。南非大股东的意图很直白，即通过减持腾讯的资金来回购Naspers和旗下投资公司Prosus的股份，以缩小股价和净资产（NAV）之间的折价。</p><p>换句话说，大股东不想额外再掏钱，而且减持和回购同步进行。</p><p>为对冲如此巨大的抛售，腾讯已连续30个交易日进行回购，累计耗资105.53亿港元，年内回购67次，回购金额高达205.64亿港元，创下今年港股回购金额之最和腾讯历史上回购金额之最。</p><p>可以看出，<b>腾讯回购和南非报业集团减持节奏和金额基本相当。</b>有机构预测，极端情况下，腾讯可能需要耗资千亿港元，并且持续到明年下半年，才能消化掉大股东的资金饥渴。</p><p>考虑到未来的开支需要，适时抛售成熟的投资项目就十分必要。因此“腾讯或将出清美团股票”很有可能并非空穴来风，后续有适合的机会，腾讯的减持计划仍将继续。</p><p><b>03、讲出新故事</b></p><blockquote>视频号和海外游戏肩负起续写新故事的重任。</blockquote><p>不同于消费公司的细水长流，互联网的价值在于巨大的想象空间和增长潜力。</p><p>腾讯的根基是QQ和微信的流量生意，其他业务都是对流量的变现。如今，广告、游戏、金融科技三大业务持续承压，<b>视频号和海外游戏肩负起续写新故事的重任。</b></p><p>即便上半年业绩不佳，但仰仗微信这个“国民级”的应用，腾讯的流量基本盘依旧稳固。二季度微信月活用户同比增长3.8%至12.99亿，腾讯系APP使用时长占比目前稳定在35%-36%。</p><p><img src=\"https://static.tigerbbs.com/a738432cb3226afac92924fd6fe64391\" tg-width=\"1080\" tg-height=\"635\" referrerpolicy=\"no-referrer\"/></p><p>微信是公认的中国最大的私域流量平台，也是商户长期运营成本最低的流量获取平台。今年年中，视频号日活用户8.13亿，超过<a href=\"https://laohu8.com/S/DYIN\">抖音</a>的6.8亿。</p><p>相比先行一步的抖音和快手，视频号的魅力仍然来自于背后的微信生态。马化腾就已指出：“今年7月，腾讯开始推出视频号信息流广告，相信这将是拓展市场份额及提升盈利能力的重要机遇。”</p><p>不仅广告，视频号小店（电商）、广告竞价系统、合约系统都已开放，腾讯在视频领域的商业化正式向抖音和快手宣战，这意味着微信流量变现的想象空间被进一步打开。</p><p><b>游戏曾一度是腾讯商业帝国的最大功臣，在国内游戏遭受需求和供给侧的双向钳制后，海外游戏成了更强劲的增长点。</b></p><p><img src=\"https://static.tigerbbs.com/060f22391eed55e4071cccfb747f796b\" tg-width=\"1080\" tg-height=\"726\" referrerpolicy=\"no-referrer\"/></p><p>2021年的第三和第四季度，腾讯海外游戏业务增速高达20%和34%，但时间来到2022年，由于经济下行、疫情居家红利消退，海外游戏的增速也明显放缓。</p><p>但<b>从腾讯的动作来看，这家全球最大的游戏公司依然看重海外这片蓝海市场。</b>米哈游就是在巨头的夹缝中，另辟蹊径选择出海，重磅作品《原神》长期问鼎中国游戏海外收入榜首。</p><p>伽马数据显示，2021年海外游戏市场增量已经超过国内市场。今年上半年，中国游戏市场销售收入下降了1.8%，而国产游戏在海外的收入同比增长了6.16%。</p><p><img src=\"https://static.tigerbbs.com/3807e104915622e180fdd5564c2b6992\" tg-width=\"1080\" tg-height=\"1035\" referrerpolicy=\"no-referrer\"/></p><p>米哈游珠玉在前，海外市场逆势增长，腾讯势必会投入更多资源，并提高游戏出海的战略地位。如今年8月份，腾讯旗下《和平精英》国际版《PUBG Mobile》收入环比增长了21%，上升至第二名，其海外总收入已突破36亿美元(252.5亿元)。</p><p>未来，腾讯能否触底反弹，就要看视频号和海外游戏两个新故事如何演绎。</p><p><b>04、写在最后</b></p><p>曾经因错失腾讯，一直念念不忘的段永平，终于在今年等到他认为的千载难逢的时机：</p><blockquote>“我始终认为腾讯是不错的公司，腾讯属于长坡厚雪的典范。拿着茅台或者腾讯，10年后不一定能大赚，但肯定比赔钱强很多。”</blockquote><p>一系列利空因素空前密集，足以让更多的投资者踌躇不前。从中国股王沦为“价值绞肉机”，股价从749港元跌至270港元，腾讯的投资者们正在承受巨大的压力和风险。</p><p>但段永平之所以如此看好腾讯，也代表了部分投资者对其的价值判断：<b>社交网络的壁垒值得长期信仰，类似于茅台酒的稀缺性和不可复制性。腾讯的核心武器并没有生锈。</b></p><p>就像在流量的海洋中深度下潜，腾讯正处在历史上最压抑和煎熬的时期。但它仍是中国商界的一面旗帜。</p></body></html>","source":"lsy1642045066006","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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}\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n投资者的“绞肉机”！腾讯4万多亿市值灰飞烟灭\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-10 17:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/h0KeNasosdyumVu6vxGfyA><strong>巨潮WAVE</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>孱弱不堪的港股下跌不断，恒生指数已经接近1997年高点的位置，创11年以来新低。恒生科技指数更是连续刷新成立以来最低纪录。即便是港交所几千家上市公司的“定海神针”，腾讯在这场浩劫中也无法独善其身。股价自去年2月份的历史高点重挫近64%，4万多亿港元市值灰飞烟灭。蒸发掉的市值接近两个茅台，或者4个宁德时代的资本价值，这也是腾讯历史上最大幅度的调整。下跌途中，一大批腾讯的“信仰派”投资者纷纷抄底加仓，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/h0KeNasosdyumVu6vxGfyA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"BK4077":"互动媒体与服务","BK1586":"云计算","BK1591":"就地过年概念","BK1095":"互动媒体与服务","BK1517":"云办公","BK1516":"腾讯概念","00700":"腾讯控股","BK1531":"手游股","BK1608":"元宇宙概念","BK1502":"双十一","BK1521":"挪威政府全球养老基金持仓","TCEHY":"腾讯控股ADR","BK1526":"科网股","BK1589":"北水核心资产"},"source_url":"https://mp.weixin.qq.com/s/h0KeNasosdyumVu6vxGfyA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136051660","content_text":"孱弱不堪的港股下跌不断，恒生指数已经接近1997年高点的位置，创11年以来新低。恒生科技指数更是连续刷新成立以来最低纪录。即便是港交所几千家上市公司的“定海神针”，腾讯在这场浩劫中也无法独善其身。股价自去年2月份的历史高点重挫近64%，4万多亿港元市值灰飞烟灭。蒸发掉的市值接近两个茅台，或者4个宁德时代的资本价值，这也是腾讯历史上最大幅度的调整。下跌途中，一大批腾讯的“信仰派”投资者纷纷抄底加仓，但无一例外都被套牢，其中也包括了投资大佬段永平。段永平在下跌过程不断抄底腾讯需要指出的是，腾讯股价下跌，既有港股流动性问题、互联网监管趋严的监管因素，也有大股东减持的外因，同样也存在自身业绩增长乏力的内因，是综合性因素导致的结果。这家巨无霸企业被史无前例的肃杀氛围所笼罩，以至于成了投资者的“绞肉机”。01、历史上最大跌幅历史上腾讯股价大幅下跌的情况比较少见。发展至今的腾讯，称得上是整个中文互联网的基座——微信已经像水一样渗入社会生活的方方面面。这给腾讯带来了规模巨大的业务收入和投资回报。依托于全球18亿用户，以及每年不断增长的财务数据，腾讯历史上的每次危机和股价大跌，最终都会触底反弹并创新高。经过梳理可以发现，腾讯自上市以来出现30%以上的大幅下跌的情况很少见。这一轮之前，在2008年金融危机前后出现过两次，2011年出现过一次，2018年出现过一次。金融危机之后，腾讯股价在2010年1月突破了176.5港元，市值跃升至2500亿港元，一举超越雅虎，成为继谷歌、亚马逊之后的全球第三大互联网公司。过去多年马化腾长期占据中国首富位置彼时的腾讯依靠用户规模优势四处掠地，遭到了外界的敌对情绪。该年7月，著名的“3Q大战”正式打响。外部舆论压力，再加上游戏业务短暂寒冬，以及2011年QQ用户的首次下滑，让腾讯股价在2010年和2011年间出现大幅下跌。危机过后，腾讯决定采取开放和分享战略，腾讯另一张王牌——微信也正式诞生，开放生态+全新产品掀起了腾讯股价波澜壮阔的上涨行情。从2011年底到2021年的历史最高点，股价上涨了20倍以上。在此期间，腾讯股价仅2018年出现了较大幅度的调整。当时下跌的核心原因是中国互联网用户的增长见顶，以及游戏版号的停发。而如今的这次下跌，叠加了更多方面的不利因素，是腾讯此前从未有过的、历史性的大暴跌。其市盈率已经被打到了仅有12倍，基本和A股燃气水务板块相当。巨大的想象空间、高成长性、强盈利能力，原本是资本市场给予互联网巨头高估值的三大强逻辑。这些全都建立在用户数量的增加和使用时长的增长基础之上。过去三年，腾讯系用户时长没有出现明显变化。但从占比来看变化明显，腾讯系和短视频平台之间此消彼长。流量遭到蚕食，加上疫情影响，腾讯二季度广告收入186亿，同比下降18.42%。游戏则遭受双向钳制，供给侧版号收缩，消费端则是未成年人保护政策，腾讯游戏业务二季度实现收入425亿元，同比也下滑了1%。但在版号长期断供的背景下，这样的表现已经相当难得。三大业务增长乏力，今年上半年，腾讯控股收入2695.05亿元，同比下滑1%；净利润420.32亿元，同比重挫53%。其中支撑腾讯增长增量的金融科技及企业服务业务，二季度斩获收入422亿元，同比仅增长1%，环比还下降了10%。剔除投资等因素，腾讯经调整后净利润为536.84亿元，同比下滑20%。基本面变差，再加上一系列利空消息空前密集爆发，这也就不难理解，腾讯股价为何萎靡不振，大幅度下跌。02、风雨飘摇的“半条命”资本市场的剧烈波动对腾讯的影响巨大。2015年时马化腾曾表态，“腾讯现在只有半条命，另外半条命都交给了合作伙伴。”而如今伙伴遍天下、投资了几乎整个互联网的腾讯，其持有的股权价值既是万亿美金市值的保障，也是盈利的重要源泉。2021年，腾讯投资收益高达715亿元，足见腾讯投资业务的举足轻重。刘炽平担纲的腾讯投资部，2008年来不断跑马圈地，在互联网黄金时代赚的盆满钵满。更重要的是，腾讯以资本为纽带，打造了“开放+链接”的“鹅系”商业生态，并成功建造了腾讯“第二商业帝国”。低调的刘炽平负责腾讯投资业务去年6月末，腾讯持有的上市公司股权公允价值一度攀升至1.45万亿元的顶峰，几乎相当于黑龙江省2021年的GDP。腾讯投资规模“富可敌省”，但硬币的另一面，也相当于将自己的“半条命”交给了资本市场，尤其是港股和美股资本市场。今年上半年，受资本市场波动影响，腾讯投资组合回报只有18.1亿元，同比大降94%，导致其归母净利润大幅下滑。腾讯市值中包含了许多被投企业的股权价值，这是腾讯和其他互联网企业最大的不同。腾讯系阵营中，持股市值规模最大的美团、拼多多、京东、Sea Limited、快手的股价，过去一段时间均呈现断崖式下跌。截至6月底，腾讯持有上市公司公允价值为6019.2亿元，去年末为9828.35亿元，蒸发了3809亿元。联营上市公司公允价值为4700亿，2021年末公允价值为6347亿，下降了26%。2021年开始，腾讯主动收缩战线，储备粮草。相继减持京东、Sea Limited、步步高、海澜之家、新东方在线、华谊兄弟等公司股票，除了用京东股份来分红外，其余总计套现超过33亿美元。一级市场上，今年前7月，腾讯仅出手72次，累计金额138.7亿元，同比大幅收窄。通过开源节流，腾讯持有的证券资产不断下滑，而在手现金持续增加，到今年上半年腾讯已拥有1846.58亿的现金储备。而在腾讯减持子公司股份的同时，大股东南非报业集团也在减持腾讯，近三个月减持7600万股，约245亿港元。南非大股东的意图很直白，即通过减持腾讯的资金来回购Naspers和旗下投资公司Prosus的股份，以缩小股价和净资产（NAV）之间的折价。换句话说，大股东不想额外再掏钱，而且减持和回购同步进行。为对冲如此巨大的抛售，腾讯已连续30个交易日进行回购，累计耗资105.53亿港元，年内回购67次，回购金额高达205.64亿港元，创下今年港股回购金额之最和腾讯历史上回购金额之最。可以看出，腾讯回购和南非报业集团减持节奏和金额基本相当。有机构预测，极端情况下，腾讯可能需要耗资千亿港元，并且持续到明年下半年，才能消化掉大股东的资金饥渴。考虑到未来的开支需要，适时抛售成熟的投资项目就十分必要。因此“腾讯或将出清美团股票”很有可能并非空穴来风，后续有适合的机会，腾讯的减持计划仍将继续。03、讲出新故事视频号和海外游戏肩负起续写新故事的重任。不同于消费公司的细水长流，互联网的价值在于巨大的想象空间和增长潜力。腾讯的根基是QQ和微信的流量生意，其他业务都是对流量的变现。如今，广告、游戏、金融科技三大业务持续承压，视频号和海外游戏肩负起续写新故事的重任。即便上半年业绩不佳，但仰仗微信这个“国民级”的应用，腾讯的流量基本盘依旧稳固。二季度微信月活用户同比增长3.8%至12.99亿，腾讯系APP使用时长占比目前稳定在35%-36%。微信是公认的中国最大的私域流量平台，也是商户长期运营成本最低的流量获取平台。今年年中，视频号日活用户8.13亿，超过抖音的6.8亿。相比先行一步的抖音和快手，视频号的魅力仍然来自于背后的微信生态。马化腾就已指出：“今年7月，腾讯开始推出视频号信息流广告，相信这将是拓展市场份额及提升盈利能力的重要机遇。”不仅广告，视频号小店（电商）、广告竞价系统、合约系统都已开放，腾讯在视频领域的商业化正式向抖音和快手宣战，这意味着微信流量变现的想象空间被进一步打开。游戏曾一度是腾讯商业帝国的最大功臣，在国内游戏遭受需求和供给侧的双向钳制后，海外游戏成了更强劲的增长点。2021年的第三和第四季度，腾讯海外游戏业务增速高达20%和34%，但时间来到2022年，由于经济下行、疫情居家红利消退，海外游戏的增速也明显放缓。但从腾讯的动作来看，这家全球最大的游戏公司依然看重海外这片蓝海市场。米哈游就是在巨头的夹缝中，另辟蹊径选择出海，重磅作品《原神》长期问鼎中国游戏海外收入榜首。伽马数据显示，2021年海外游戏市场增量已经超过国内市场。今年上半年，中国游戏市场销售收入下降了1.8%，而国产游戏在海外的收入同比增长了6.16%。米哈游珠玉在前，海外市场逆势增长，腾讯势必会投入更多资源，并提高游戏出海的战略地位。如今年8月份，腾讯旗下《和平精英》国际版《PUBG Mobile》收入环比增长了21%，上升至第二名，其海外总收入已突破36亿美元(252.5亿元)。未来，腾讯能否触底反弹，就要看视频号和海外游戏两个新故事如何演绎。04、写在最后曾经因错失腾讯，一直念念不忘的段永平，终于在今年等到他认为的千载难逢的时机：“我始终认为腾讯是不错的公司，腾讯属于长坡厚雪的典范。拿着茅台或者腾讯，10年后不一定能大赚，但肯定比赔钱强很多。”一系列利空因素空前密集，足以让更多的投资者踌躇不前。从中国股王沦为“价值绞肉机”，股价从749港元跌至270港元，腾讯的投资者们正在承受巨大的压力和风险。但段永平之所以如此看好腾讯，也代表了部分投资者对其的价值判断：社交网络的壁垒值得长期信仰，类似于茅台酒的稀缺性和不可复制性。腾讯的核心武器并没有生锈。就像在流量的海洋中深度下潜，腾讯正处在历史上最压抑和煎熬的时期。但它仍是中国商界的一面旗帜。","news_type":1},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":289294819147816,"gmtCreate":1711663141345,"gmtModify":1711663145072,"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/IBIT\">$iShares Bitcoin Trust(IBIT)$ </a>&nbsp;","listText":"<a 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href=\"https://ttm.financial/S/IBIT\">$iShares Bitcoin Trust(IBIT)$ </a>&nbsp;","text":"$iShares Bitcoin Trust(IBIT)$","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":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9949216959,"gmtCreate":1678684205072,"gmtModify":1678684209851,"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":"[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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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":{"BK4585":"ETF&股票定投概念","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","IAT":"安硕美国地区银行ETF","BK4588":"碎股","BK4211":"区域性银行","LU1861217088.USD":"贝莱德金融科技A2","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC"},"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},"isVote":1,"tweetType":1,"viewCount":465,"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,"idStr":"3567052570749059","authorIdStr":"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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