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大汉双林

大汉双林

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2023-07-05

Do their opp, will not go wrong

CGS-CIMB Downgrades SIA to Reduce on Valuation Grounds, Flags Stiffer Competition in Coming FY2025

2021-09-04

…_'

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2021-09-04

\\\jsr

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2021-09-04

,

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2021-07-04

Up up up all the way

2021-07-01

My Best performance stock for June 2021

2021-02-17

Gggg

@大汉双林:Baby step

2021-02-14

Baby step

2021-02-14

Up up n up

2021-02-03

Great ariticle, would you like to share it?

@财经涂鸦:京東方業績預測：淨利同增或超150%，產品或用於iPhone13

2020-12-25

With the apple track record , knowledge , strong design team , pool of engineering expert , strong balance sheet , I can’t see anything can stop apple venture into apple car segment .

Apple Car would take the tech giant to the next level — even if it’s a long shot

2020-12-21

Ride the wave

“投机浪潮”有多疯狂？看这8个指标就够了

Go to Tiger App to see more news

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their opp, will not go wrong&nbsp;","listText":"Do their opp, will not go wrong&nbsp;","text":"Do their opp, will not go wrong","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/194532601147600","repostId":"2348542169","repostType":2,"repost":{"id":"2348542169","kind":"highlight","pubTimestamp":1688451846,"share":"https://ttm.financial/m/news/2348542169?lang=&edition=fundamental","pubTime":"2023-07-04 14:24","market":"sg","language":"en","title":"CGS-CIMB Downgrades SIA to Reduce on Valuation Grounds, Flags Stiffer Competition in Coming FY2025","url":"https://stock-news.laohu8.com/highlight/detail?id=2348542169","media":"The Edge Singapore","summary":"SIA shares have gained a third year to date","content":"<html><head></head><body><p>Singapore Airline’s outlook for the current year remains “very strong”. However, given the recent run-up in its share price, CGS-CIMB’s Raymond Yap has joined a growing list of analysts to downgrade the stock on valuation grounds.</p><p>At the end of July 3, SIA closed at $7.33, up 33.52% year to date – and which has overshot Yap’s earlier $6.15 price target with a “hold” call. </p><p>As such, Yap has in his July 3 research note cut his call to “reduce” while raising his target price to $6.53.</p><p>For the current FY2024 ending March 2024, the airline, by many indications, is still flying high from the post-pandemic recovery. </p><p>The airline’s passenger load factor remains “very strong” at a historical high of around 88% for April and May – two of the more recent months with data available.</p><p>“These high load factors suggest that average ticket pricing is also likely to remain at very high levels, as SIA has no issue filling up its planes and hence has no incentive to cut prices,” writes Yap.</p><p>“We think that passengers are likely to plan forward and book ahead for the year-end holidays, as well as for Lunar New Year travel in early-2024. These forward bookings at the current high ticket prices will likely extend SIA’s run of strong profitability for FY24F, in our view,” he adds.</p><p>However, Yap warns that competition could intensify in the coming FY2025, as other airlines join SIA in restoring capacity further.</p><p>Between late-Jun and late-Oct 2023, forward airline schedules suggest that SIA will only increase its seat capacity restoration by 3% pts (against 2019), compared to +12.1% pts for Cathay Pacific, +8.2% pts for other southeast Asian carriers, +7.8% pts for Korean carriers, and +7% pts for Australian carriers, notes Yap.</p><p>He figures that SIA’s seat capacity restoration is now slowing down. First, seat capacity is already at a high level. Next, deliveries of SIA’s 787-10 orders have been delayed and last but not least, regulators in Indonesia and China, two major markets, are taking longer than expected to give their go-ahead for flights to further resume. </p><p>“On the balance of probability, SIA’s competitors will likely continue to restore their seat capacities at a faster pace than SIA next year because they still have so much potential, especially Cathay Pacific and the Chinese airlines,” reasons Yap.</p><p>For example, Cathay Pacific has set a target to restore 70% of its 2019 available seat km capacity by end of 2023, and 100% by end-2024; Chinese airlines so far appear to be reticent in international capacity restoration, this could very well change in the future if Chinese outbound travel demand picks up, adds Yap.</p><p>He notes that SIA is now trading at 1.3 historical price to book value, almost 3 standard deviations above the mean since 2011.</p><p>The new target price of $6.53 is pegged to 1.04x P/BV.</p><p>The shares will trade ex-dividend on Aug 1, following which entitled shareholders will receive 28 cents per share. Following that, a “key support” of the share price is “potentially” removed.</p><p>Stocks slid nearly 2% on Tuesday afternoon.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cd4d1f49e900ee6cc59eea6ca3caf1ac\" tg-width=\"915\" tg-height=\"611\"/></p><p></p></body></html>","source":"edge_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CGS-CIMB Downgrades SIA to Reduce on Valuation Grounds, Flags Stiffer Competition in Coming FY2025</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\">\nCGS-CIMB Downgrades SIA to Reduce on Valuation Grounds, Flags Stiffer Competition in Coming FY2025\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-04 14:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.theedgesingapore.com/capital/brokers-calls/cgs-cimb-downgrades-sia-reduce-valuation-grounds-flags-stiffer-competition?utm_source=Blog&utm_medium=RSS&utm_campaign=Tiger_Brokers_app_RSS><strong>The Edge Singapore</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Singapore Airline’s outlook for the current year remains “very strong”. However, given the recent run-up in its share price, CGS-CIMB’s Raymond Yap has joined a growing list of analysts to downgrade ...</p>\n\n<a href=\"https://www.theedgesingapore.com/capital/brokers-calls/cgs-cimb-downgrades-sia-reduce-valuation-grounds-flags-stiffer-competition?utm_source=Blog&utm_medium=RSS&utm_campaign=Tiger_Brokers_app_RSS\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C6L.SI":"新加坡航空公司"},"source_url":"https://www.theedgesingapore.com/capital/brokers-calls/cgs-cimb-downgrades-sia-reduce-valuation-grounds-flags-stiffer-competition?utm_source=Blog&utm_medium=RSS&utm_campaign=Tiger_Brokers_app_RSS","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2348542169","content_text":"Singapore Airline’s outlook for the current year remains “very strong”. However, given the recent run-up in its share price, CGS-CIMB’s Raymond Yap has joined a growing list of analysts to downgrade the stock on valuation grounds.At the end of July 3, SIA closed at $7.33, up 33.52% year to date – and which has overshot Yap’s earlier $6.15 price target with a “hold” call. As such, Yap has in his July 3 research note cut his call to “reduce” while raising his target price to $6.53.For the current FY2024 ending March 2024, the airline, by many indications, is still flying high from the post-pandemic recovery. The airline’s passenger load factor remains “very strong” at a historical high of around 88% for April and May – two of the more recent months with data available.“These high load factors suggest that average ticket pricing is also likely to remain at very high levels, as SIA has no issue filling up its planes and hence has no incentive to cut prices,” writes Yap.“We think that passengers are likely to plan forward and book ahead for the year-end holidays, as well as for Lunar New Year travel in early-2024. These forward bookings at the current high ticket prices will likely extend SIA’s run of strong profitability for FY24F, in our view,” he adds.However, Yap warns that competition could intensify in the coming FY2025, as other airlines join SIA in restoring capacity further.Between late-Jun and late-Oct 2023, forward airline schedules suggest that SIA will only increase its seat capacity restoration by 3% pts (against 2019), compared to +12.1% pts for Cathay Pacific, +8.2% pts for other southeast Asian carriers, +7.8% pts for Korean carriers, and +7% pts for Australian carriers, notes Yap.He figures that SIA’s seat capacity restoration is now slowing down. First, seat capacity is already at a high level. Next, deliveries of SIA’s 787-10 orders have been delayed and last but not least, regulators in Indonesia and China, two major markets, are taking longer than expected to give their go-ahead for flights to further resume. “On the balance of probability, SIA’s competitors will likely continue to restore their seat capacities at a faster pace than SIA next year because they still have so much potential, especially Cathay Pacific and the Chinese airlines,” reasons Yap.For example, Cathay Pacific has set a target to restore 70% of its 2019 available seat km capacity by end of 2023, and 100% by end-2024; Chinese airlines so far appear to be reticent in international capacity restoration, this could very well change in the future if Chinese outbound travel demand picks up, adds Yap.He notes that SIA is now trading at 1.3 historical price to book value, almost 3 standard deviations above the mean since 2011.The new target price of $6.53 is pegged to 1.04x P/BV.The shares will trade ex-dividend on Aug 1, following which entitled shareholders will receive 28 cents per share. Following that, a “key support” of the share price is “potentially” removed.Stocks slid nearly 2% on Tuesday 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up up all the way","listText":"Up up up all the way","text":"Up up up all the way","images":[{"img":"https://static.tigerbbs.com/222a50035b07e1539b973a74b950465a","width":"750","height":"2210"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/155366227","isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":151472776,"gmtCreate":1625104863195,"gmtModify":1703736221442,"author":{"id":"3570058627460962","authorId":"3570058627460962","name":"大汉双林","avatar":"https://community-static.tradeup.com/news/ada544bbe56b24c9ea33b161255aa280","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570058627460962","authorIdStr":"3570058627460962"},"themes":[],"htmlText":"My Best&nbsp;performance stock for June 2021","listText":"My Best&nbsp;performance stock for June 2021","text":"My Best performance stock for June 2021","images":[{"img":"https://static.tigerbbs.com/c799d569da0ee5ae19ae45a63f26fa16","width":"750","height":"2270"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/151472776","isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":385767273,"gmtCreate":1613576900092,"gmtModify":1704882367802,"author":{"id":"3570058627460962","authorId":"3570058627460962","name":"大汉双林","avatar":"https://community-static.tradeup.com/news/ada544bbe56b24c9ea33b161255aa280","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570058627460962","authorIdStr":"3570058627460962"},"themes":[],"htmlText":"Gggg","listText":"Gggg","text":"Gggg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/385767273","repostId":"382050952","repostType":1,"repost":{"id":382050952,"gmtCreate":1613313037676,"gmtModify":1704879866576,"author":{"id":"3570058627460962","authorId":"3570058627460962","name":"大汉双林","avatar":"https://community-static.tradeup.com/news/ada544bbe56b24c9ea33b161255aa280","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570058627460962","authorIdStr":"3570058627460962"},"themes":[],"htmlText":"Baby 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up","images":[{"img":"https://static.tigerbbs.com/00362880ef6226c897ccec9b6afab800","width":"750","height":"2244"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382027635","isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":314213025,"gmtCreate":1612353215567,"gmtModify":1704870064080,"author":{"id":"3570058627460962","authorId":"3570058627460962","name":"大汉双林","avatar":"https://community-static.tradeup.com/news/ada544bbe56b24c9ea33b161255aa280","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570058627460962","authorIdStr":"3570058627460962"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/314213025","repostId":"314698778","repostType":1,"repost":{"id":314698778,"gmtCreate":1612341624294,"gmtModify":1704869911070,"author":{"id":"3528863185792591","authorId":"3528863185792591","name":"财经涂鸦","avatar":"https://static.tigerbbs.com/87dd6f2b7a7d8df9244b76b1429746bf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3528863185792591","authorIdStr":"3528863185792591"},"themes":[],"title":"京東方業績預測：淨利同增或超150%，產品或用於iPhone13","htmlText":"“市場各尺寸的TV面板的價格漲幅已經超過65%。”作者：寧泊爲編輯：tuya公司情報專家《財經塗鴉》消息，2021年1月30日，京東方A（000725.SZ）發佈了2020年業績預告，2020年實現歸母淨利潤48-51億元，同比增長150-166%，實現扣非利潤25-28億元，去年同期爲虧損11.67億元。拆分來看，在2020第四季度單季，京東方實現歸母淨利23.24-26.24億元，環比增長73.39%-95.78%；實現扣非淨利16.12-19.12億元，環比增長51.50%-79.70%，業績增長符合預期。我們判斷，環比同比實現高增的主要原因來自全球面板市場價格上漲與京東方投建產能的釋放。並綜合了市場的多面信息判斷，京東方在近期出現的股價下挫並非是主營基本面出現問題所致，推斷與美國國際貿易委員會對特定有源矩陣OLED顯示設備及其組件啓動337調查有關，這並非美國第一次對國產面板啓動337調查（TCL電子，2020年10月），因此我們不認爲這項調查會動搖京東方的基本面。要快速理解京東方業績增長的動力，產能方面需分爲兩個角度：智能手機與電視大屏。與智能手機面板對應的是京東方的柔性AMOLED產品，結合此前2020半年報京東方電話會議的內容來看，京東方未來的佈局重心也放在此處。不過雖然該業務已較2019年的產收大幅增長，但其產線尚處於爬坡期，即便已經與華爲簽訂供應，但受下游綁定客戶的銷量下滑影響，這項業務的表現暫時也還有待成長。不過值得一提的是，京東方目前確實已經通過了蘋果認證，後續能否出現在iPhone 13之上，還是一如既往地停留在傳聞中，只能等到官方通報揭曉，不過如真能簽下蘋果，那麼OLED的份額攀升將很快成爲京東方苦苦尋找的“第二增長曲線”。電視大屏方面，2020年下半年以來，全球消費市場中對筆電、TV的需求因疫情居家而旺盛起來，帶動IT/TV類面板出貨加大，供應端","listText":"“市場各尺寸的TV面板的價格漲幅已經超過65%。”作者：寧泊爲編輯：tuya公司情報專家《財經塗鴉》消息，2021年1月30日，京東方A（000725.SZ）發佈了2020年業績預告，2020年實現歸母淨利潤48-51億元，同比增長150-166%，實現扣非利潤25-28億元，去年同期爲虧損11.67億元。拆分來看，在2020第四季度單季，京東方實現歸母淨利23.24-26.24億元，環比增長73.39%-95.78%；實現扣非淨利16.12-19.12億元，環比增長51.50%-79.70%，業績增長符合預期。我們判斷，環比同比實現高增的主要原因來自全球面板市場價格上漲與京東方投建產能的釋放。並綜合了市場的多面信息判斷，京東方在近期出現的股價下挫並非是主營基本面出現問題所致，推斷與美國國際貿易委員會對特定有源矩陣OLED顯示設備及其組件啓動337調查有關，這並非美國第一次對國產面板啓動337調查（TCL電子，2020年10月），因此我們不認爲這項調查會動搖京東方的基本面。要快速理解京東方業績增長的動力，產能方面需分爲兩個角度：智能手機與電視大屏。與智能手機面板對應的是京東方的柔性AMOLED產品，結合此前2020半年報京東方電話會議的內容來看，京東方未來的佈局重心也放在此處。不過雖然該業務已較2019年的產收大幅增長，但其產線尚處於爬坡期，即便已經與華爲簽訂供應，但受下游綁定客戶的銷量下滑影響，這項業務的表現暫時也還有待成長。不過值得一提的是，京東方目前確實已經通過了蘋果認證，後續能否出現在iPhone 13之上，還是一如既往地停留在傳聞中，只能等到官方通報揭曉，不過如真能簽下蘋果，那麼OLED的份額攀升將很快成爲京東方苦苦尋找的“第二增長曲線”。電視大屏方面，2020年下半年以來，全球消費市場中對筆電、TV的需求因疫情居家而旺盛起來，帶動IT/TV類面板出貨加大，供應端","text":"“市場各尺寸的TV面板的價格漲幅已經超過65%。”作者：寧泊爲編輯：tuya公司情報專家《財經塗鴉》消息，2021年1月30日，京東方A（000725.SZ）發佈了2020年業績預告，2020年實現歸母淨利潤48-51億元，同比增長150-166%，實現扣非利潤25-28億元，去年同期爲虧損11.67億元。拆分來看，在2020第四季度單季，京東方實現歸母淨利23.24-26.24億元，環比增長73.39%-95.78%；實現扣非淨利16.12-19.12億元，環比增長51.50%-79.70%，業績增長符合預期。我們判斷，環比同比實現高增的主要原因來自全球面板市場價格上漲與京東方投建產能的釋放。並綜合了市場的多面信息判斷，京東方在近期出現的股價下挫並非是主營基本面出現問題所致，推斷與美國國際貿易委員會對特定有源矩陣OLED顯示設備及其組件啓動337調查有關，這並非美國第一次對國產面板啓動337調查（TCL電子，2020年10月），因此我們不認爲這項調查會動搖京東方的基本面。要快速理解京東方業績增長的動力，產能方面需分爲兩個角度：智能手機與電視大屏。與智能手機面板對應的是京東方的柔性AMOLED產品，結合此前2020半年報京東方電話會議的內容來看，京東方未來的佈局重心也放在此處。不過雖然該業務已較2019年的產收大幅增長，但其產線尚處於爬坡期，即便已經與華爲簽訂供應，但受下游綁定客戶的銷量下滑影響，這項業務的表現暫時也還有待成長。不過值得一提的是，京東方目前確實已經通過了蘋果認證，後續能否出現在iPhone 13之上，還是一如既往地停留在傳聞中，只能等到官方通報揭曉，不過如真能簽下蘋果，那麼OLED的份額攀升將很快成爲京東方苦苦尋找的“第二增長曲線”。電視大屏方面，2020年下半年以來，全球消費市場中對筆電、TV的需求因疫情居家而旺盛起來，帶動IT/TV類面板出貨加大，供應端","images":[{"img":"https://static.tigerbbs.com/f0fdb85490adfe73e302291b5f5789ab","width":"641","height":"334"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/314698778","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":339536488,"gmtCreate":1608909529744,"gmtModify":1704977033632,"author":{"id":"3570058627460962","authorId":"3570058627460962","name":"大汉双林","avatar":"https://community-static.tradeup.com/news/ada544bbe56b24c9ea33b161255aa280","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570058627460962","authorIdStr":"3570058627460962"},"themes":[],"htmlText":"With the apple track record , knowledge , strong design team , pool of engineering expert , strong balance sheet , I can’t see anything can stop apple venture into apple car segment .&nbsp;","listText":"With the apple track record , knowledge , strong design team , pool of engineering expert , strong balance sheet , I can’t see anything can stop apple venture into apple car segment .&nbsp;","text":"With the apple track record , knowledge , strong design team , pool of engineering expert , strong balance sheet , I can’t see anything can stop apple venture into apple car segment .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/339536488","repostId":"2093572755","repostType":4,"repost":{"id":"2093572755","kind":"news","pubTimestamp":1608787139,"share":"https://ttm.financial/m/news/2093572755?lang=&edition=fundamental","pubTime":"2020-12-24 13:18","market":"us","language":"en","title":"Apple Car would take the tech giant to the next level — even if it’s a long shot","url":"https://stock-news.laohu8.com/highlight/detail?id=2093572755","media":"Yahoo Finance","summary":"In the next few years, you could be driving an Apple car\nLike aliens, Bigfoot, and the Loch Ness Mon","content":"<h2>In the next few years, you could be driving an Apple car</h2>\n<p>Like aliens, Bigfoot, and the Loch Ness Monster, the long-fabled Apple (AAPL) Car is once again said to be on its way. According to Reuters, the tech giant is now targeting 2024 to build its own self-driving, electric-powered passenger vehicle that could pose a threat to Tesla (TSLA).</p>\n<p>While there are obvious reasons why a “Tesla-crushing” Apple car won’t exist, as Yahoo Finance’s Brian Sozzi wrote, Apple still has plenty of incentives to pursue it. For <a href=\"https://laohu8.com/S/AONE\">one</a> thing, with iPhone sales over the last few years slowing, Apple could benefit from the estimated $9 trillion the auto industry is expected to be worth by 2030.</p>\n<p>And as some analysts point out, a self-driving car would give consumers more time behind the wheel with little to do except sign on to Apple’s subscription-based services ranging from infotainment to vehicle upgrades. That could boost Apple’s services segment, which the tech giant has increasingly been leaning on revenue growth.</p>\n<p><img src=\"https://s.yimg.com/os/creatr-images/2019-09/a31c25a0-dbc2-11e9-bede-4c59f3b634dd\" tg-width=\"2631\" tg-height=\"1754\">Apple CEO Tim Cook greets fans outside the Apple Store on Fifth Ave in the <a href=\"https://laohu8.com/S/MHC.AU\">Manhattan</a> borough of New York, New York, U.S., September 20, 2019. REUTERS/Carlo Allegri</p>\n<p>Of course, Apple will have to overcome logistical and regulatory hurdles to get a vehicle on the road — but the tech giant has more to gain than lose from its electric vehicle efforts, known as Project Titan.</p>\n<h2><b>Apple could change the auto industry</b></h2>\n<p>Apple has been reportedly toying with entering the automotive industry for years. In 2019, Craig Irwin of Roth Capital Partners told CNBC that Apple had sought to acquire Tesla in 2013 for $240 a share. The deal, however, never came to fruition. On Tuesday, Tesla CEO Elon Musk claimed via a tweet that he sought to sell Tesla to Apple for $60 billion, but that Apple CEO Tim Cook refused to take a meeting with him.</p>\n<p>Still, Project Titan and Apple’s prior interest in Tesla is enough proof for some analysts to see an Apple car as a near eventuality.</p>\n<p>“We continue to view this as a likely scenario, given Apple has invested in mobility for the last seven years, and the auto market is massive and at the cusp of a transformation,” Gene Munster of Loop Ventures wrote in an analyst note following the Reuters report.</p>\n<p>It would fit Apple’s modus operandi for it to enter a nascent industry like electric vehicles and completely revolutionize it, Munster pointed out. Look no further than smartphones, wearables, or even headphones for proof of Apple’s ability to take a new product to the next level.</p>\n<p><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analysts Adam Jonas and Katy Huberty, meanwhile, said in their own note that the company’s auto and tech hardware teams have long been under the working assumption that Apple was going to eventually design and build its own car.</p>\n<p>Apple has the opportunity to enter a large, fast-growing industry where it can put its knowledge of marrying hardware, software, and services to work to dramatically improve the consumer experience, according to the Morgan Stanley analysts.</p>\n<p><img src=\"https://s.yimg.com/os/creatr-images/2019-11/8dc1f500-1078-11ea-bce7-fa9b88d8456c\" tg-width=\"4513\" tg-height=\"3003\">Tesla CEO Elon Musk says he wanted to sell the company to Apple, but Tim Cook refused to take the meeting. REUTERS/Hannibal Hanschke</p>\n<p>“Apple possesses the key ingredients that we believe are critical to be successful in the future auto industry: Access to capital, an ability to attract and retain top talent, proven hardware design (from HMI to battery), and a rich ecosystem to leverage recurring subscription/service revenue,” the two write.</p>\n<p>It’s the subscription services that Goldman Sachs analyst Rod Hall says could be the main reason for Apple to jump into the auto market. According to Hall, the increased amount of time consumers spend in their self-driving cars would provide ample opportunity for Apple, and other tech companies, to benefit from a captive audience in need of some kind of distraction.</p>\n<h2><b>Apple has been working on its car for years</b></h2>\n<p>Of course there’s been plenty of speculation as to the state of Apple’s Project Titan, and whether it will result in a car. The original concept, according to a 2015 report by The Wall Street Journal, called for Apple to build its own minivan-like autonomous vehicle.</p>\n<p>But those plans changed significantly, with Bloomberg reporting in 2016 that Apple was instead switching its focus to the software that powers autonomous vehicles, which could then be licensed to other automakers.</p>\n<p>Then in 2018, according to The New York Times, Apple, after striking out with BMW and Mercedes Benz, reached a deal with Volkswagen for the automaker to provide Apple with some of its vans, which the tech giant would turn into autonomous shuttles for its Cupertino, California, campus.</p>\n<p>Leadership on the project has also been in flux. Earlier this month, Apple’s head of AI, John Giannandrea, took the reins of Project Titan, after Apple’s senior <a href=\"https://laohu8.com/S/VP..UK\">VP</a> of hardware engineering, Bob Mansfield, retired. Former Tesla senior VP of engineering, Doug Fields, who prior to that worked at Apple, continues to run Titan’s day-to-day operations.</p>\n<p>There’s little doubt that Apple will face significant headwinds in building out its own automotive capabilities. Tesla, for example, was “single-digit weeks” away from running out of cash to finance operations as it struggled to ramp up production of its Model 3 in 2018, according to its CEO.</p>\n<p>And some analysts disagree on whether the tech giant can really pull it off. Wedbush’s Dan Ives says the company has a 35% to 40% chance of putting a car on the road by 2024 given the difficulty of designing and building a car that can stand up to regulatory scrutiny.</p>\n<p>But if Apple does have an electric, self-driving iCar ready in the coming years, it may once again become the company that determines the direction of a nascent industry, just as it did with consumer technology.</p>","source":"yahoofinance_sg","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>Apple Car would take the tech giant to the next level — even if it’s a long shot</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\">\nApple Car would take the tech giant to the next level — even if it’s a long shot\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-24 13:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/apple-car-would-take-the-tech-giant-to-the-next-level-203102389.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In the next few years, you could be driving an Apple car\nLike aliens, Bigfoot, and the Loch Ness Monster, the long-fabled Apple (AAPL) Car is once again said to be on its way. According to Reuters, ...</p>\n\n<a href=\"https://finance.yahoo.com/news/apple-car-would-take-the-tech-giant-to-the-next-level-203102389.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","AAPL":"苹果"},"source_url":"https://finance.yahoo.com/news/apple-car-would-take-the-tech-giant-to-the-next-level-203102389.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2093572755","content_text":"In the next few years, you could be driving an Apple car\nLike aliens, Bigfoot, and the Loch Ness Monster, the long-fabled Apple (AAPL) Car is once again said to be on its way. According to Reuters, the tech giant is now targeting 2024 to build its own self-driving, electric-powered passenger vehicle that could pose a threat to Tesla (TSLA).\nWhile there are obvious reasons why a “Tesla-crushing” Apple car won’t exist, as Yahoo Finance’s Brian Sozzi wrote, Apple still has plenty of incentives to pursue it. For one thing, with iPhone sales over the last few years slowing, Apple could benefit from the estimated $9 trillion the auto industry is expected to be worth by 2030.\nAnd as some analysts point out, a self-driving car would give consumers more time behind the wheel with little to do except sign on to Apple’s subscription-based services ranging from infotainment to vehicle upgrades. That could boost Apple’s services segment, which the tech giant has increasingly been leaning on revenue growth.\nApple CEO Tim Cook greets fans outside the Apple Store on Fifth Ave in the Manhattan borough of New York, New York, U.S., September 20, 2019. REUTERS/Carlo Allegri\nOf course, Apple will have to overcome logistical and regulatory hurdles to get a vehicle on the road — but the tech giant has more to gain than lose from its electric vehicle efforts, known as Project Titan.\nApple could change the auto industry\nApple has been reportedly toying with entering the automotive industry for years. In 2019, Craig Irwin of Roth Capital Partners told CNBC that Apple had sought to acquire Tesla in 2013 for $240 a share. The deal, however, never came to fruition. On Tuesday, Tesla CEO Elon Musk claimed via a tweet that he sought to sell Tesla to Apple for $60 billion, but that Apple CEO Tim Cook refused to take a meeting with him.\nStill, Project Titan and Apple’s prior interest in Tesla is enough proof for some analysts to see an Apple car as a near eventuality.\n“We continue to view this as a likely scenario, given Apple has invested in mobility for the last seven years, and the auto market is massive and at the cusp of a transformation,” Gene Munster of Loop Ventures wrote in an analyst note following the Reuters report.\nIt would fit Apple’s modus operandi for it to enter a nascent industry like electric vehicles and completely revolutionize it, Munster pointed out. Look no further than smartphones, wearables, or even headphones for proof of Apple’s ability to take a new product to the next level.\nMorgan Stanley analysts Adam Jonas and Katy Huberty, meanwhile, said in their own note that the company’s auto and tech hardware teams have long been under the working assumption that Apple was going to eventually design and build its own car.\nApple has the opportunity to enter a large, fast-growing industry where it can put its knowledge of marrying hardware, software, and services to work to dramatically improve the consumer experience, according to the Morgan Stanley analysts.\nTesla CEO Elon Musk says he wanted to sell the company to Apple, but Tim Cook refused to take the meeting. REUTERS/Hannibal Hanschke\n“Apple possesses the key ingredients that we believe are critical to be successful in the future auto industry: Access to capital, an ability to attract and retain top talent, proven hardware design (from HMI to battery), and a rich ecosystem to leverage recurring subscription/service revenue,” the two write.\nIt’s the subscription services that Goldman Sachs analyst Rod Hall says could be the main reason for Apple to jump into the auto market. According to Hall, the increased amount of time consumers spend in their self-driving cars would provide ample opportunity for Apple, and other tech companies, to benefit from a captive audience in need of some kind of distraction.\nApple has been working on its car for years\nOf course there’s been plenty of speculation as to the state of Apple’s Project Titan, and whether it will result in a car. The original concept, according to a 2015 report by The Wall Street Journal, called for Apple to build its own minivan-like autonomous vehicle.\nBut those plans changed significantly, with Bloomberg reporting in 2016 that Apple was instead switching its focus to the software that powers autonomous vehicles, which could then be licensed to other automakers.\nThen in 2018, according to The New York Times, Apple, after striking out with BMW and Mercedes Benz, reached a deal with Volkswagen for the automaker to provide Apple with some of its vans, which the tech giant would turn into autonomous shuttles for its Cupertino, California, campus.\nLeadership on the project has also been in flux. Earlier this month, Apple’s head of AI, John Giannandrea, took the reins of Project Titan, after Apple’s senior VP of hardware engineering, Bob Mansfield, retired. Former Tesla senior VP of engineering, Doug Fields, who prior to that worked at Apple, continues to run Titan’s day-to-day operations.\nThere’s little doubt that Apple will face significant headwinds in building out its own automotive capabilities. Tesla, for example, was “single-digit weeks” away from running out of cash to finance operations as it struggled to ramp up production of its Model 3 in 2018, according to its CEO.\nAnd some analysts disagree on whether the tech giant can really pull it off. Wedbush’s Dan Ives says the company has a 35% to 40% chance of putting a car on the road by 2024 given the difficulty of designing and building a car that can stand up to regulatory scrutiny.\nBut if Apple does have an electric, self-driving iCar ready in the coming years, it may once again become the company that determines the direction of a nascent industry, just as it did with consumer technology.","news_type":1},"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":330152759,"gmtCreate":1608562409771,"gmtModify":1704975239789,"author":{"id":"3570058627460962","authorId":"3570058627460962","name":"大汉双林","avatar":"https://community-static.tradeup.com/news/ada544bbe56b24c9ea33b161255aa280","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570058627460962","authorIdStr":"3570058627460962"},"themes":[],"htmlText":"Ride the wave","listText":"Ride the wave","text":"Ride the wave","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/330152759","repostId":"1131243485","repostType":4,"repost":{"id":"1131243485","kind":"news","pubTimestamp":1608556977,"share":"https://ttm.financial/m/news/1131243485?lang=&edition=fundamental","pubTime":"2020-12-21 21:22","market":"us","language":"zh","title":"“投机浪潮”有多疯狂？看这8个指标就够了","url":"https://stock-news.laohu8.com/highlight/detail?id=1131243485","media":"金十数据","summary":"上市热潮、股市大涨、期权热潮和比特币热潮都暴露出了一场前所未有的投机狂潮正席卷全球……\n\n华尔街以其疯狂的“动物精神”而闻名，但仔细分析一下数据会发现，这轮牛市可能会比看上去的还要“疯狂”。\n全球股票","content":"<blockquote>\n 上市热潮、股市大涨、期权热潮和比特币热潮都暴露出了一场前所未有的投机狂潮正席卷全球……\n</blockquote>\n<p>华尔街以其疯狂的“动物精神”而闻名，但仔细分析一下数据会发现，这轮牛市可能会比看上去的还要“疯狂”。</p>\n<p>全球股票市值目前约为100万亿美元。美国的公司IPO筹集了创纪录的1750亿美元，但现在有大约3万亿美元的公司债券的收益率为负。</p>\n<p>在疫情肆虐的情况下，经济周期一直岌岌可危，企业也受到新一轮封锁的打击。</p>\n<p>在看似无休止的货币政策刺激和人们对疫情后经济复苏的押注下，<b><u>短线交易员和机构投资者享受着历史上最宽松的金融环境。</u></b></p>\n<p><img src=\"https://static.tigerbbs.com/d88b7b44dccbd57eb0c971884e0739b5\" tg-width=\"831\" tg-height=\"467\"></p>\n<p>瑞士日内瓦银行集团Reyl &amp; Cie的首席投资官Cedric Ozazman说：</p>\n<blockquote>\n “市场情绪指标显示市场预期乐观。由于担心错过圣诞前后的涨势，人们现在纷纷开始投资。”\n</blockquote>\n<p>以下是这一年里市场出现的泡沫迹象。</p>\n<p><b>01 上市热潮</b></p>\n<p>分析师认为，没有什么比上市热潮更能引起股市上涨了。</p>\n<p>外媒收集的数据显示，从<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a> Inc. 到Airbnb Inc. 的上市，美国今年首次公开募股（IPO）规模达到了创纪录的1750亿美元。</p>\n<p>2020年，为特殊目的收购公司的“空壳公司”（SPAC）通过上市所筹集的资金总额已达600多亿美元，比前十年的总和还要多。</p>\n<p>但投资者仍然觉得不够。</p>\n<p>据估计，今年美国IPO的平均首日回报率达到40%，是除1999年和2000年以外的最高水平。这引起了投资者们对追踪新上市公司的<a href=\"https://laohu8.com/S/IPO\">Renaissance IPO ETF</a>的兴趣 ，该基金今年以来的涨幅超过了100%。</p>\n<p><img src=\"https://static.tigerbbs.com/6abe18074e8c4905d9b06ae2c8cfb725\" tg-width=\"831\" tg-height=\"467\"></p>\n<p>Bespoke Investment Group指出，即便是尚未宣布收购目标的SPAC，其股价也在2020年上涨了近20%。</p>\n<p>Bespoke的分析师在一份报告中表示：</p>\n<blockquote>\n “如果这还不是投资者情绪狂热的一种表现，那我们不知道这是什么了！”\n</blockquote>\n<p><b>02 股市暴涨</b></p>\n<p>今年，美国股票交易平台Robinhood成为华尔街讨论的热门话题，散户对科技期权和航空公司股票的各种股票进行大规模的投机行动。</p>\n<p>随着散户投资者和机构投资者都在追逐上涨的股市，标普500目前的市盈率比2000年的最高值高出16%左右。</p>\n<p>不止标普500指数，整个美国股市都在上涨。</p>\n<p>罗素3000指数中被<a href=\"https://laohu8.com/S/GS\">高盛</a>做空最多的一篮子股票本季度上涨了约40%，是大盘指数涨幅的三倍。高β系数的股票（即波动性更高的股票）与低波动性的股票相比，接近2011年以来的最高水平。</p>\n<p><img src=\"https://static.tigerbbs.com/027ff6637f0ca004d1f57a5c3e4690d8\" tg-width=\"831\" tg-height=\"467\"></p>\n<p>根据SentimenTrader的数据，罗素2000指数每次从低点上涨95%以上，在接下来的三个月里都会出现亏损，而目前该指数较3月份的低点已经上涨了约100%。</p>\n<p><b>03 期权热潮</b></p>\n<p>看涨的散户投资者不仅活跃于股市之中，今年还前所未有地进入到复杂的衍生品市场。过去20天，美国各交易所日均成交约2200万份看涨合约，创历史新高。</p>\n<p><img src=\"https://static.tigerbbs.com/1f09523e081aedb15c9bb7fc14b91382\" tg-width=\"831\" tg-height=\"467\"></p>\n<p><a href=\"https://laohu8.com/S/CBOE\">芝加哥期权交易所</a>的股票看跌看涨比率跌至近10年低点，这意味着投资者们是如此坚定地追逐个股的上涨。</p>\n<p><b>04 并购狂热</b></p>\n<p>公司间的并购狂热是投机热的另一个非常明显的迹象。</p>\n<p>继第三季度创下纪录后，本季度有望成为2016年以来交易撮合活动最强劲的季度。<a href=\"https://laohu8.com/S/SPGI\">标普全球</a>股份有限公司收购IHS Markit，以及超微半导体公司收购Xilinx都是这些交易中的重头交易。</p>\n<p>鉴于近年来企业现金余额不断上升，而交易量占市值的比例仍低于长期平均水平，近期的交易活动可能只是个开始。</p>\n<p><b>05 欧洲IPO市场也变得疯狂</b></p>\n<p>即便是规模比美国小得多、很少首日就大涨的欧洲IPO市场，也变得疯狂起来。</p>\n<p>外媒的数据显示，自11月9日<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>疫苗的消息引发了股市的牛市以来，在欧洲证券交易所上市的44家公司平均涨幅达16%。其中约70%的公司目前的股价高于当时IPO的价格。</p>\n<p>投资银行RBC Capital Markets的股权资本市场联合主席Darrell Uden表示：</p>\n<blockquote>\n “鉴于股票估值的上升，IPO再次成为保荐人可行的退出途径。”\n</blockquote>\n<p><b>06 信贷市场重新繁荣</b></p>\n<p>在有近18万亿美元债券的收益率为负的情况下，投资者被迫以历史新高的价格大量购买风险较高的公司债券。</p>\n<p>在美国，垃圾债券的收益率已大幅下跌，远低于今年早些时候评级较高的债券可以发行的水平。</p>\n<p><img src=\"https://static.tigerbbs.com/4b41dded33ea4fa224e1c34c3d0fec59\" tg-width=\"831\" tg-height=\"467\"></p>\n<p>就连堕落天使号邮轮的运营商<a href=\"https://laohu8.com/S/CCL.UK\">嘉年华公司</a>（Carnival Corp.)今年也在逐步降低保费。目前收益率为负的公司债券的规模超过3万亿美元。</p>\n<p><b>07 新兴市场热闹非凡</b></p>\n<p>对于新兴市场国家来说，今年也是一个繁荣时期，在2020年超过7300亿美元的美元债券和欧元债券被发行，比以往任何一年都要多。</p>\n<p><img src=\"https://static.tigerbbs.com/a1cb30aa0dc142eecdcb8206a8bd07c3\" tg-width=\"831\" tg-height=\"467\"></p>\n<p>举几个典型的例子吧。</p>\n<p>即使是在政治动荡的情况下，秘鲁还是发行了债券，其收益率还是创下了发展中国家有史以来的新低。</p>\n<p>另外，尽管西非国家科特迪瓦参与了G20的债务减免计划和国际货币基金组织正在实施的计划，但该国以欧元计价的债券价格仍低于去年。</p>\n<p><b>08 比特币多头回归</b></p>\n<p>在支持比特币的人来说，随着一波新的资金涌入，比特币今年涨幅超过200%，这表明加密货币的时代已经到来。</p>\n<p>而对华尔街的许多人来说，这只是非理性繁荣的又一新迹象。Yardeni Research的分析师们在一份报告中写道：</p>\n<blockquote>\n “我们将比特币和其他加密货币视为‘数字领域的郁金香’。我们没有办法准确评估它们的价值。我们关注比特币的价格走势是因为我们把它作为衡量过度投机行为的标准。”\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/caefe587fc35de86fd2e2b23ac1b0bd9\" tg-width=\"831\" tg-height=\"467\"></p>\n<p>对大多数人来说，比特币的波动性令人感觉它是“一剂难以下咽的药片”。但<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>和<a href=\"https://laohu8.com/S/NMR\">野村控股</a>等公司已经注意到，从家族理财办公室的专业人士到跟随投资浪潮的定量分析师，投资者们对比特币产生了大量兴趣。</p>\n<p>虚拟货币正在掀起一股对长期资产的投机浪潮，从<a href=\"https://laohu8.com/S/000591\">太阳能</a>到<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>公司的股票，投资者正在寻找未来能够稳定增长的股票。</p>","source":"jssj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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“投机浪潮”有多疯狂？看这8个指标就够了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-21 21:22 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/details/68420><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>上市热潮、股市大涨、期权热潮和比特币热潮都暴露出了一场前所未有的投机狂潮正席卷全球……\n\n华尔街以其疯狂的“动物精神”而闻名，但仔细分析一下数据会发现，这轮牛市可能会比看上去的还要“疯狂”。\n全球股票市值目前约为100万亿美元。美国的公司IPO筹集了创纪录的1750亿美元，但现在有大约3万亿美元的公司债券的收益率为负。\n在疫情肆虐的情况下，经济周期一直岌岌可危，企业也受到新一轮封锁的打击。\n在看似...</p>\n\n<a href=\"https://xnews.jin10.com/details/68420\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c56ea9f4571ab8517325db0c66a1a81","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://xnews.jin10.com/details/68420","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131243485","content_text":"上市热潮、股市大涨、期权热潮和比特币热潮都暴露出了一场前所未有的投机狂潮正席卷全球……\n\n华尔街以其疯狂的“动物精神”而闻名，但仔细分析一下数据会发现，这轮牛市可能会比看上去的还要“疯狂”。\n全球股票市值目前约为100万亿美元。美国的公司IPO筹集了创纪录的1750亿美元，但现在有大约3万亿美元的公司债券的收益率为负。\n在疫情肆虐的情况下，经济周期一直岌岌可危，企业也受到新一轮封锁的打击。\n在看似无休止的货币政策刺激和人们对疫情后经济复苏的押注下，短线交易员和机构投资者享受着历史上最宽松的金融环境。\n\n瑞士日内瓦银行集团Reyl & Cie的首席投资官Cedric Ozazman说：\n\n “市场情绪指标显示市场预期乐观。由于担心错过圣诞前后的涨势，人们现在纷纷开始投资。”\n\n以下是这一年里市场出现的泡沫迹象。\n01 上市热潮\n分析师认为，没有什么比上市热潮更能引起股市上涨了。\n外媒收集的数据显示，从Snowflake Inc. 到Airbnb Inc. 的上市，美国今年首次公开募股（IPO）规模达到了创纪录的1750亿美元。\n2020年，为特殊目的收购公司的“空壳公司”（SPAC）通过上市所筹集的资金总额已达600多亿美元，比前十年的总和还要多。\n但投资者仍然觉得不够。\n据估计，今年美国IPO的平均首日回报率达到40%，是除1999年和2000年以外的最高水平。这引起了投资者们对追踪新上市公司的Renaissance IPO ETF的兴趣 ，该基金今年以来的涨幅超过了100%。\n\nBespoke Investment Group指出，即便是尚未宣布收购目标的SPAC，其股价也在2020年上涨了近20%。\nBespoke的分析师在一份报告中表示：\n\n “如果这还不是投资者情绪狂热的一种表现，那我们不知道这是什么了！”\n\n02 股市暴涨\n今年，美国股票交易平台Robinhood成为华尔街讨论的热门话题，散户对科技期权和航空公司股票的各种股票进行大规模的投机行动。\n随着散户投资者和机构投资者都在追逐上涨的股市，标普500目前的市盈率比2000年的最高值高出16%左右。\n不止标普500指数，整个美国股市都在上涨。\n罗素3000指数中被高盛做空最多的一篮子股票本季度上涨了约40%，是大盘指数涨幅的三倍。高β系数的股票（即波动性更高的股票）与低波动性的股票相比，接近2011年以来的最高水平。\n\n根据SentimenTrader的数据，罗素2000指数每次从低点上涨95%以上，在接下来的三个月里都会出现亏损，而目前该指数较3月份的低点已经上涨了约100%。\n03 期权热潮\n看涨的散户投资者不仅活跃于股市之中，今年还前所未有地进入到复杂的衍生品市场。过去20天，美国各交易所日均成交约2200万份看涨合约，创历史新高。\n\n芝加哥期权交易所的股票看跌看涨比率跌至近10年低点，这意味着投资者们是如此坚定地追逐个股的上涨。\n04 并购狂热\n公司间的并购狂热是投机热的另一个非常明显的迹象。\n继第三季度创下纪录后，本季度有望成为2016年以来交易撮合活动最强劲的季度。标普全球股份有限公司收购IHS Markit，以及超微半导体公司收购Xilinx都是这些交易中的重头交易。\n鉴于近年来企业现金余额不断上升，而交易量占市值的比例仍低于长期平均水平，近期的交易活动可能只是个开始。\n05 欧洲IPO市场也变得疯狂\n即便是规模比美国小得多、很少首日就大涨的欧洲IPO市场，也变得疯狂起来。\n外媒的数据显示，自11月9日辉瑞疫苗的消息引发了股市的牛市以来，在欧洲证券交易所上市的44家公司平均涨幅达16%。其中约70%的公司目前的股价高于当时IPO的价格。\n投资银行RBC Capital Markets的股权资本市场联合主席Darrell Uden表示：\n\n “鉴于股票估值的上升，IPO再次成为保荐人可行的退出途径。”\n\n06 信贷市场重新繁荣\n在有近18万亿美元债券的收益率为负的情况下，投资者被迫以历史新高的价格大量购买风险较高的公司债券。\n在美国，垃圾债券的收益率已大幅下跌，远低于今年早些时候评级较高的债券可以发行的水平。\n\n就连堕落天使号邮轮的运营商嘉年华公司（Carnival Corp.)今年也在逐步降低保费。目前收益率为负的公司债券的规模超过3万亿美元。\n07 新兴市场热闹非凡\n对于新兴市场国家来说，今年也是一个繁荣时期，在2020年超过7300亿美元的美元债券和欧元债券被发行，比以往任何一年都要多。\n\n举几个典型的例子吧。\n即使是在政治动荡的情况下，秘鲁还是发行了债券，其收益率还是创下了发展中国家有史以来的新低。\n另外，尽管西非国家科特迪瓦参与了G20的债务减免计划和国际货币基金组织正在实施的计划，但该国以欧元计价的债券价格仍低于去年。\n08 比特币多头回归\n在支持比特币的人来说，随着一波新的资金涌入，比特币今年涨幅超过200%，这表明加密货币的时代已经到来。\n而对华尔街的许多人来说，这只是非理性繁荣的又一新迹象。Yardeni Research的分析师们在一份报告中写道：\n\n “我们将比特币和其他加密货币视为‘数字领域的郁金香’。我们没有办法准确评估它们的价值。我们关注比特币的价格走势是因为我们把它作为衡量过度投机行为的标准。”\n\n\n对大多数人来说，比特币的波动性令人感觉它是“一剂难以下咽的药片”。但摩根大通和野村控股等公司已经注意到，从家族理财办公室的专业人士到跟随投资浪潮的定量分析师，投资者们对比特币产生了大量兴趣。\n虚拟货币正在掀起一股对长期资产的投机浪潮，从太阳能到特斯拉公司的股票，投资者正在寻找未来能够稳定增长的股票。","news_type":1},"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","text":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","html":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation"}],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":382050952,"gmtCreate":1613313037676,"gmtModify":1704879866576,"author":{"id":"3570058627460962","authorId":"3570058627460962","name":"大汉双林","avatar":"https://community-static.tradeup.com/news/ada544bbe56b24c9ea33b161255aa280","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570058627460962","authorIdStr":"3570058627460962"},"themes":[],"htmlText":"Baby step","listText":"Baby step","text":"Baby step","images":[{"img":"https://static.tigerbbs.com/e58c76ee92d30c1deac4f9ceda928aa2","width":"750","height":"2244"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/382050952","isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":330152759,"gmtCreate":1608562409771,"gmtModify":1704975239789,"author":{"id":"3570058627460962","authorId":"3570058627460962","name":"大汉双林","avatar":"https://community-static.tradeup.com/news/ada544bbe56b24c9ea33b161255aa280","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570058627460962","authorIdStr":"3570058627460962"},"themes":[],"htmlText":"Ride the wave","listText":"Ride the wave","text":"Ride the wave","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/330152759","repostId":"1131243485","repostType":4,"repost":{"id":"1131243485","kind":"news","pubTimestamp":1608556977,"share":"https://ttm.financial/m/news/1131243485?lang=&edition=fundamental","pubTime":"2020-12-21 21:22","market":"us","language":"zh","title":"“投机浪潮”有多疯狂？看这8个指标就够了","url":"https://stock-news.laohu8.com/highlight/detail?id=1131243485","media":"金十数据","summary":"上市热潮、股市大涨、期权热潮和比特币热潮都暴露出了一场前所未有的投机狂潮正席卷全球……\n\n华尔街以其疯狂的“动物精神”而闻名，但仔细分析一下数据会发现，这轮牛市可能会比看上去的还要“疯狂”。\n全球股票","content":"<blockquote>\n 上市热潮、股市大涨、期权热潮和比特币热潮都暴露出了一场前所未有的投机狂潮正席卷全球……\n</blockquote>\n<p>华尔街以其疯狂的“动物精神”而闻名，但仔细分析一下数据会发现，这轮牛市可能会比看上去的还要“疯狂”。</p>\n<p>全球股票市值目前约为100万亿美元。美国的公司IPO筹集了创纪录的1750亿美元，但现在有大约3万亿美元的公司债券的收益率为负。</p>\n<p>在疫情肆虐的情况下，经济周期一直岌岌可危，企业也受到新一轮封锁的打击。</p>\n<p>在看似无休止的货币政策刺激和人们对疫情后经济复苏的押注下，<b><u>短线交易员和机构投资者享受着历史上最宽松的金融环境。</u></b></p>\n<p><img src=\"https://static.tigerbbs.com/d88b7b44dccbd57eb0c971884e0739b5\" tg-width=\"831\" tg-height=\"467\"></p>\n<p>瑞士日内瓦银行集团Reyl &amp; Cie的首席投资官Cedric Ozazman说：</p>\n<blockquote>\n “市场情绪指标显示市场预期乐观。由于担心错过圣诞前后的涨势，人们现在纷纷开始投资。”\n</blockquote>\n<p>以下是这一年里市场出现的泡沫迹象。</p>\n<p><b>01 上市热潮</b></p>\n<p>分析师认为，没有什么比上市热潮更能引起股市上涨了。</p>\n<p>外媒收集的数据显示，从<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a> Inc. 到Airbnb Inc. 的上市，美国今年首次公开募股（IPO）规模达到了创纪录的1750亿美元。</p>\n<p>2020年，为特殊目的收购公司的“空壳公司”（SPAC）通过上市所筹集的资金总额已达600多亿美元，比前十年的总和还要多。</p>\n<p>但投资者仍然觉得不够。</p>\n<p>据估计，今年美国IPO的平均首日回报率达到40%，是除1999年和2000年以外的最高水平。这引起了投资者们对追踪新上市公司的<a href=\"https://laohu8.com/S/IPO\">Renaissance IPO ETF</a>的兴趣 ，该基金今年以来的涨幅超过了100%。</p>\n<p><img src=\"https://static.tigerbbs.com/6abe18074e8c4905d9b06ae2c8cfb725\" tg-width=\"831\" tg-height=\"467\"></p>\n<p>Bespoke Investment Group指出，即便是尚未宣布收购目标的SPAC，其股价也在2020年上涨了近20%。</p>\n<p>Bespoke的分析师在一份报告中表示：</p>\n<blockquote>\n “如果这还不是投资者情绪狂热的一种表现，那我们不知道这是什么了！”\n</blockquote>\n<p><b>02 股市暴涨</b></p>\n<p>今年，美国股票交易平台Robinhood成为华尔街讨论的热门话题，散户对科技期权和航空公司股票的各种股票进行大规模的投机行动。</p>\n<p>随着散户投资者和机构投资者都在追逐上涨的股市，标普500目前的市盈率比2000年的最高值高出16%左右。</p>\n<p>不止标普500指数，整个美国股市都在上涨。</p>\n<p>罗素3000指数中被<a href=\"https://laohu8.com/S/GS\">高盛</a>做空最多的一篮子股票本季度上涨了约40%，是大盘指数涨幅的三倍。高β系数的股票（即波动性更高的股票）与低波动性的股票相比，接近2011年以来的最高水平。</p>\n<p><img src=\"https://static.tigerbbs.com/027ff6637f0ca004d1f57a5c3e4690d8\" tg-width=\"831\" tg-height=\"467\"></p>\n<p>根据SentimenTrader的数据，罗素2000指数每次从低点上涨95%以上，在接下来的三个月里都会出现亏损，而目前该指数较3月份的低点已经上涨了约100%。</p>\n<p><b>03 期权热潮</b></p>\n<p>看涨的散户投资者不仅活跃于股市之中，今年还前所未有地进入到复杂的衍生品市场。过去20天，美国各交易所日均成交约2200万份看涨合约，创历史新高。</p>\n<p><img src=\"https://static.tigerbbs.com/1f09523e081aedb15c9bb7fc14b91382\" tg-width=\"831\" tg-height=\"467\"></p>\n<p><a href=\"https://laohu8.com/S/CBOE\">芝加哥期权交易所</a>的股票看跌看涨比率跌至近10年低点，这意味着投资者们是如此坚定地追逐个股的上涨。</p>\n<p><b>04 并购狂热</b></p>\n<p>公司间的并购狂热是投机热的另一个非常明显的迹象。</p>\n<p>继第三季度创下纪录后，本季度有望成为2016年以来交易撮合活动最强劲的季度。<a href=\"https://laohu8.com/S/SPGI\">标普全球</a>股份有限公司收购IHS Markit，以及超微半导体公司收购Xilinx都是这些交易中的重头交易。</p>\n<p>鉴于近年来企业现金余额不断上升，而交易量占市值的比例仍低于长期平均水平，近期的交易活动可能只是个开始。</p>\n<p><b>05 欧洲IPO市场也变得疯狂</b></p>\n<p>即便是规模比美国小得多、很少首日就大涨的欧洲IPO市场，也变得疯狂起来。</p>\n<p>外媒的数据显示，自11月9日<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>疫苗的消息引发了股市的牛市以来，在欧洲证券交易所上市的44家公司平均涨幅达16%。其中约70%的公司目前的股价高于当时IPO的价格。</p>\n<p>投资银行RBC Capital Markets的股权资本市场联合主席Darrell Uden表示：</p>\n<blockquote>\n “鉴于股票估值的上升，IPO再次成为保荐人可行的退出途径。”\n</blockquote>\n<p><b>06 信贷市场重新繁荣</b></p>\n<p>在有近18万亿美元债券的收益率为负的情况下，投资者被迫以历史新高的价格大量购买风险较高的公司债券。</p>\n<p>在美国，垃圾债券的收益率已大幅下跌，远低于今年早些时候评级较高的债券可以发行的水平。</p>\n<p><img src=\"https://static.tigerbbs.com/4b41dded33ea4fa224e1c34c3d0fec59\" tg-width=\"831\" tg-height=\"467\"></p>\n<p>就连堕落天使号邮轮的运营商<a href=\"https://laohu8.com/S/CCL.UK\">嘉年华公司</a>（Carnival Corp.)今年也在逐步降低保费。目前收益率为负的公司债券的规模超过3万亿美元。</p>\n<p><b>07 新兴市场热闹非凡</b></p>\n<p>对于新兴市场国家来说，今年也是一个繁荣时期，在2020年超过7300亿美元的美元债券和欧元债券被发行，比以往任何一年都要多。</p>\n<p><img src=\"https://static.tigerbbs.com/a1cb30aa0dc142eecdcb8206a8bd07c3\" tg-width=\"831\" tg-height=\"467\"></p>\n<p>举几个典型的例子吧。</p>\n<p>即使是在政治动荡的情况下，秘鲁还是发行了债券，其收益率还是创下了发展中国家有史以来的新低。</p>\n<p>另外，尽管西非国家科特迪瓦参与了G20的债务减免计划和国际货币基金组织正在实施的计划，但该国以欧元计价的债券价格仍低于去年。</p>\n<p><b>08 比特币多头回归</b></p>\n<p>在支持比特币的人来说，随着一波新的资金涌入，比特币今年涨幅超过200%，这表明加密货币的时代已经到来。</p>\n<p>而对华尔街的许多人来说，这只是非理性繁荣的又一新迹象。Yardeni Research的分析师们在一份报告中写道：</p>\n<blockquote>\n “我们将比特币和其他加密货币视为‘数字领域的郁金香’。我们没有办法准确评估它们的价值。我们关注比特币的价格走势是因为我们把它作为衡量过度投机行为的标准。”\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/caefe587fc35de86fd2e2b23ac1b0bd9\" tg-width=\"831\" tg-height=\"467\"></p>\n<p>对大多数人来说，比特币的波动性令人感觉它是“一剂难以下咽的药片”。但<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>和<a href=\"https://laohu8.com/S/NMR\">野村控股</a>等公司已经注意到，从家族理财办公室的专业人士到跟随投资浪潮的定量分析师，投资者们对比特币产生了大量兴趣。</p>\n<p>虚拟货币正在掀起一股对长期资产的投机浪潮，从<a href=\"https://laohu8.com/S/000591\">太阳能</a>到<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>公司的股票，投资者正在寻找未来能够稳定增长的股票。</p>","source":"jssj","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>“投机浪潮”有多疯狂？看这8个指标就够了</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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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“投机浪潮”有多疯狂？看这8个指标就够了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-21 21:22 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/details/68420><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>上市热潮、股市大涨、期权热潮和比特币热潮都暴露出了一场前所未有的投机狂潮正席卷全球……\n\n华尔街以其疯狂的“动物精神”而闻名，但仔细分析一下数据会发现，这轮牛市可能会比看上去的还要“疯狂”。\n全球股票市值目前约为100万亿美元。美国的公司IPO筹集了创纪录的1750亿美元，但现在有大约3万亿美元的公司债券的收益率为负。\n在疫情肆虐的情况下，经济周期一直岌岌可危，企业也受到新一轮封锁的打击。\n在看似...</p>\n\n<a href=\"https://xnews.jin10.com/details/68420\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c56ea9f4571ab8517325db0c66a1a81","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://xnews.jin10.com/details/68420","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131243485","content_text":"上市热潮、股市大涨、期权热潮和比特币热潮都暴露出了一场前所未有的投机狂潮正席卷全球……\n\n华尔街以其疯狂的“动物精神”而闻名，但仔细分析一下数据会发现，这轮牛市可能会比看上去的还要“疯狂”。\n全球股票市值目前约为100万亿美元。美国的公司IPO筹集了创纪录的1750亿美元，但现在有大约3万亿美元的公司债券的收益率为负。\n在疫情肆虐的情况下，经济周期一直岌岌可危，企业也受到新一轮封锁的打击。\n在看似无休止的货币政策刺激和人们对疫情后经济复苏的押注下，短线交易员和机构投资者享受着历史上最宽松的金融环境。\n\n瑞士日内瓦银行集团Reyl & Cie的首席投资官Cedric Ozazman说：\n\n “市场情绪指标显示市场预期乐观。由于担心错过圣诞前后的涨势，人们现在纷纷开始投资。”\n\n以下是这一年里市场出现的泡沫迹象。\n01 上市热潮\n分析师认为，没有什么比上市热潮更能引起股市上涨了。\n外媒收集的数据显示，从Snowflake Inc. 到Airbnb Inc. 的上市，美国今年首次公开募股（IPO）规模达到了创纪录的1750亿美元。\n2020年，为特殊目的收购公司的“空壳公司”（SPAC）通过上市所筹集的资金总额已达600多亿美元，比前十年的总和还要多。\n但投资者仍然觉得不够。\n据估计，今年美国IPO的平均首日回报率达到40%，是除1999年和2000年以外的最高水平。这引起了投资者们对追踪新上市公司的Renaissance IPO ETF的兴趣 ，该基金今年以来的涨幅超过了100%。\n\nBespoke Investment Group指出，即便是尚未宣布收购目标的SPAC，其股价也在2020年上涨了近20%。\nBespoke的分析师在一份报告中表示：\n\n “如果这还不是投资者情绪狂热的一种表现，那我们不知道这是什么了！”\n\n02 股市暴涨\n今年，美国股票交易平台Robinhood成为华尔街讨论的热门话题，散户对科技期权和航空公司股票的各种股票进行大规模的投机行动。\n随着散户投资者和机构投资者都在追逐上涨的股市，标普500目前的市盈率比2000年的最高值高出16%左右。\n不止标普500指数，整个美国股市都在上涨。\n罗素3000指数中被高盛做空最多的一篮子股票本季度上涨了约40%，是大盘指数涨幅的三倍。高β系数的股票（即波动性更高的股票）与低波动性的股票相比，接近2011年以来的最高水平。\n\n根据SentimenTrader的数据，罗素2000指数每次从低点上涨95%以上，在接下来的三个月里都会出现亏损，而目前该指数较3月份的低点已经上涨了约100%。\n03 期权热潮\n看涨的散户投资者不仅活跃于股市之中，今年还前所未有地进入到复杂的衍生品市场。过去20天，美国各交易所日均成交约2200万份看涨合约，创历史新高。\n\n芝加哥期权交易所的股票看跌看涨比率跌至近10年低点，这意味着投资者们是如此坚定地追逐个股的上涨。\n04 并购狂热\n公司间的并购狂热是投机热的另一个非常明显的迹象。\n继第三季度创下纪录后，本季度有望成为2016年以来交易撮合活动最强劲的季度。标普全球股份有限公司收购IHS Markit，以及超微半导体公司收购Xilinx都是这些交易中的重头交易。\n鉴于近年来企业现金余额不断上升，而交易量占市值的比例仍低于长期平均水平，近期的交易活动可能只是个开始。\n05 欧洲IPO市场也变得疯狂\n即便是规模比美国小得多、很少首日就大涨的欧洲IPO市场，也变得疯狂起来。\n外媒的数据显示，自11月9日辉瑞疫苗的消息引发了股市的牛市以来，在欧洲证券交易所上市的44家公司平均涨幅达16%。其中约70%的公司目前的股价高于当时IPO的价格。\n投资银行RBC Capital Markets的股权资本市场联合主席Darrell Uden表示：\n\n “鉴于股票估值的上升，IPO再次成为保荐人可行的退出途径。”\n\n06 信贷市场重新繁荣\n在有近18万亿美元债券的收益率为负的情况下，投资者被迫以历史新高的价格大量购买风险较高的公司债券。\n在美国，垃圾债券的收益率已大幅下跌，远低于今年早些时候评级较高的债券可以发行的水平。\n\n就连堕落天使号邮轮的运营商嘉年华公司（Carnival Corp.)今年也在逐步降低保费。目前收益率为负的公司债券的规模超过3万亿美元。\n07 新兴市场热闹非凡\n对于新兴市场国家来说，今年也是一个繁荣时期，在2020年超过7300亿美元的美元债券和欧元债券被发行，比以往任何一年都要多。\n\n举几个典型的例子吧。\n即使是在政治动荡的情况下，秘鲁还是发行了债券，其收益率还是创下了发展中国家有史以来的新低。\n另外，尽管西非国家科特迪瓦参与了G20的债务减免计划和国际货币基金组织正在实施的计划，但该国以欧元计价的债券价格仍低于去年。\n08 比特币多头回归\n在支持比特币的人来说，随着一波新的资金涌入，比特币今年涨幅超过200%，这表明加密货币的时代已经到来。\n而对华尔街的许多人来说，这只是非理性繁荣的又一新迹象。Yardeni Research的分析师们在一份报告中写道：\n\n “我们将比特币和其他加密货币视为‘数字领域的郁金香’。我们没有办法准确评估它们的价值。我们关注比特币的价格走势是因为我们把它作为衡量过度投机行为的标准。”\n\n\n对大多数人来说，比特币的波动性令人感觉它是“一剂难以下咽的药片”。但摩根大通和野村控股等公司已经注意到，从家族理财办公室的专业人士到跟随投资浪潮的定量分析师，投资者们对比特币产生了大量兴趣。\n虚拟货币正在掀起一股对长期资产的投机浪潮，从太阳能到特斯拉公司的股票，投资者正在寻找未来能够稳定增长的股票。","news_type":1},"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","text":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","html":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194532601147600,"gmtCreate":1688531238557,"gmtModify":1688531241838,"author":{"id":"3570058627460962","authorId":"3570058627460962","name":"大汉双林","avatar":"https://community-static.tradeup.com/news/ada544bbe56b24c9ea33b161255aa280","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570058627460962","authorIdStr":"3570058627460962"},"themes":[],"htmlText":"Do their opp, will not go wrong&nbsp;","listText":"Do their opp, will not go wrong&nbsp;","text":"Do their opp, will not go wrong","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/194532601147600","repostId":"2348542169","repostType":2,"repost":{"id":"2348542169","kind":"highlight","pubTimestamp":1688451846,"share":"https://ttm.financial/m/news/2348542169?lang=&edition=fundamental","pubTime":"2023-07-04 14:24","market":"sg","language":"en","title":"CGS-CIMB Downgrades SIA to Reduce on Valuation Grounds, Flags Stiffer Competition in Coming FY2025","url":"https://stock-news.laohu8.com/highlight/detail?id=2348542169","media":"The Edge Singapore","summary":"SIA shares have gained a third year to date","content":"<html><head></head><body><p>Singapore Airline’s outlook for the current year remains “very strong”. However, given the recent run-up in its share price, CGS-CIMB’s Raymond Yap has joined a growing list of analysts to downgrade the stock on valuation grounds.</p><p>At the end of July 3, SIA closed at $7.33, up 33.52% year to date – and which has overshot Yap’s earlier $6.15 price target with a “hold” call. </p><p>As such, Yap has in his July 3 research note cut his call to “reduce” while raising his target price to $6.53.</p><p>For the current FY2024 ending March 2024, the airline, by many indications, is still flying high from the post-pandemic recovery. </p><p>The airline’s passenger load factor remains “very strong” at a historical high of around 88% for April and May – two of the more recent months with data available.</p><p>“These high load factors suggest that average ticket pricing is also likely to remain at very high levels, as SIA has no issue filling up its planes and hence has no incentive to cut prices,” writes Yap.</p><p>“We think that passengers are likely to plan forward and book ahead for the year-end holidays, as well as for Lunar New Year travel in early-2024. These forward bookings at the current high ticket prices will likely extend SIA’s run of strong profitability for FY24F, in our view,” he adds.</p><p>However, Yap warns that competition could intensify in the coming FY2025, as other airlines join SIA in restoring capacity further.</p><p>Between late-Jun and late-Oct 2023, forward airline schedules suggest that SIA will only increase its seat capacity restoration by 3% pts (against 2019), compared to +12.1% pts for Cathay Pacific, +8.2% pts for other southeast Asian carriers, +7.8% pts for Korean carriers, and +7% pts for Australian carriers, notes Yap.</p><p>He figures that SIA’s seat capacity restoration is now slowing down. First, seat capacity is already at a high level. Next, deliveries of SIA’s 787-10 orders have been delayed and last but not least, regulators in Indonesia and China, two major markets, are taking longer than expected to give their go-ahead for flights to further resume. </p><p>“On the balance of probability, SIA’s competitors will likely continue to restore their seat capacities at a faster pace than SIA next year because they still have so much potential, especially Cathay Pacific and the Chinese airlines,” reasons Yap.</p><p>For example, Cathay Pacific has set a target to restore 70% of its 2019 available seat km capacity by end of 2023, and 100% by end-2024; Chinese airlines so far appear to be reticent in international capacity restoration, this could very well change in the future if Chinese outbound travel demand picks up, adds Yap.</p><p>He notes that SIA is now trading at 1.3 historical price to book value, almost 3 standard deviations above the mean since 2011.</p><p>The new target price of $6.53 is pegged to 1.04x P/BV.</p><p>The shares will trade ex-dividend on Aug 1, following which entitled shareholders will receive 28 cents per share. Following that, a “key support” of the share price is “potentially” removed.</p><p>Stocks slid nearly 2% on Tuesday afternoon.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cd4d1f49e900ee6cc59eea6ca3caf1ac\" tg-width=\"915\" tg-height=\"611\"/></p><p></p></body></html>","source":"edge_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CGS-CIMB Downgrades SIA to Reduce on Valuation Grounds, Flags Stiffer Competition in Coming FY2025</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\">\nCGS-CIMB Downgrades SIA to Reduce on Valuation Grounds, Flags Stiffer Competition in Coming FY2025\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-04 14:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.theedgesingapore.com/capital/brokers-calls/cgs-cimb-downgrades-sia-reduce-valuation-grounds-flags-stiffer-competition?utm_source=Blog&utm_medium=RSS&utm_campaign=Tiger_Brokers_app_RSS><strong>The Edge Singapore</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Singapore Airline’s outlook for the current year remains “very strong”. However, given the recent run-up in its share price, CGS-CIMB’s Raymond Yap has joined a growing list of analysts to downgrade ...</p>\n\n<a href=\"https://www.theedgesingapore.com/capital/brokers-calls/cgs-cimb-downgrades-sia-reduce-valuation-grounds-flags-stiffer-competition?utm_source=Blog&utm_medium=RSS&utm_campaign=Tiger_Brokers_app_RSS\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C6L.SI":"新加坡航空公司"},"source_url":"https://www.theedgesingapore.com/capital/brokers-calls/cgs-cimb-downgrades-sia-reduce-valuation-grounds-flags-stiffer-competition?utm_source=Blog&utm_medium=RSS&utm_campaign=Tiger_Brokers_app_RSS","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2348542169","content_text":"Singapore Airline’s outlook for the current year remains “very strong”. However, given the recent run-up in its share price, CGS-CIMB’s Raymond Yap has joined a growing list of analysts to downgrade the stock on valuation grounds.At the end of July 3, SIA closed at $7.33, up 33.52% year to date – and which has overshot Yap’s earlier $6.15 price target with a “hold” call. As such, Yap has in his July 3 research note cut his call to “reduce” while raising his target price to $6.53.For the current FY2024 ending March 2024, the airline, by many indications, is still flying high from the post-pandemic recovery. The airline’s passenger load factor remains “very strong” at a historical high of around 88% for April and May – two of the more recent months with data available.“These high load factors suggest that average ticket pricing is also likely to remain at very high levels, as SIA has no issue filling up its planes and hence has no incentive to cut prices,” writes Yap.“We think that passengers are likely to plan forward and book ahead for the year-end holidays, as well as for Lunar New Year travel in early-2024. These forward bookings at the current high ticket prices will likely extend SIA’s run of strong profitability for FY24F, in our view,” he adds.However, Yap warns that competition could intensify in the coming FY2025, as other airlines join SIA in restoring capacity further.Between late-Jun and late-Oct 2023, forward airline schedules suggest that SIA will only increase its seat capacity restoration by 3% pts (against 2019), compared to +12.1% pts for Cathay Pacific, +8.2% pts for other southeast Asian carriers, +7.8% pts for Korean carriers, and +7% pts for Australian carriers, notes Yap.He figures that SIA’s seat capacity restoration is now slowing down. First, seat capacity is already at a high level. Next, deliveries of SIA’s 787-10 orders have been delayed and last but not least, regulators in Indonesia and China, two major markets, are taking longer than expected to give their go-ahead for flights to further resume. “On the balance of probability, SIA’s competitors will likely continue to restore their seat capacities at a faster pace than SIA next year because they still have so much potential, especially Cathay Pacific and the Chinese airlines,” reasons Yap.For example, Cathay Pacific has set a target to restore 70% of its 2019 available seat km capacity by end of 2023, and 100% by end-2024; Chinese airlines so far appear to be reticent in international capacity restoration, this could very well change in the future if Chinese outbound travel demand picks up, adds Yap.He notes that SIA is now trading at 1.3 historical price to book value, almost 3 standard deviations above the mean since 2011.The new target price of $6.53 is pegged to 1.04x P/BV.The shares will trade ex-dividend on Aug 1, following which entitled shareholders will receive 28 cents per share. Following that, a “key support” of the share price is “potentially” removed.Stocks slid nearly 2% on Tuesday afternoon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815507521,"gmtCreate":1630685718863,"gmtModify":1676530377373,"author":{"id":"3570058627460962","authorId":"3570058627460962","name":"大汉双林","avatar":"https://community-static.tradeup.com/news/ada544bbe56b24c9ea33b161255aa280","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570058627460962","authorIdStr":"3570058627460962"},"themes":[],"htmlText":"…_'","listText":"…_'","text":"…_'","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/815507521","repostId":"2164877780","repostType":2,"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815507221,"gmtCreate":1630685711163,"gmtModify":1676530377370,"author":{"id":"3570058627460962","authorId":"3570058627460962","name":"大汉双林","avatar":"https://community-static.tradeup.com/news/ada544bbe56b24c9ea33b161255aa280","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570058627460962","authorIdStr":"3570058627460962"},"themes":[],"htmlText":"\\\\\\jsr","listText":"\\\\\\jsr","text":"\\\\\\jsr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/815507221","repostId":"2164877780","repostType":2,"isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815504298,"gmtCreate":1630685613314,"gmtModify":1676530377352,"author":{"id":"3570058627460962","authorId":"3570058627460962","name":"大汉双林","avatar":"https://community-static.tradeup.com/news/ada544bbe56b24c9ea33b161255aa280","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570058627460962","authorIdStr":"3570058627460962"},"themes":[],"htmlText":",","listText":",","text":",","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/815504298","repostId":"2164877780","repostType":2,"isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155366227,"gmtCreate":1625377204569,"gmtModify":1703741038851,"author":{"id":"3570058627460962","authorId":"3570058627460962","name":"大汉双林","avatar":"https://community-static.tradeup.com/news/ada544bbe56b24c9ea33b161255aa280","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570058627460962","authorIdStr":"3570058627460962"},"themes":[],"htmlText":"Up 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it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/314213025","repostId":"314698778","repostType":1,"repost":{"id":314698778,"gmtCreate":1612341624294,"gmtModify":1704869911070,"author":{"id":"3528863185792591","authorId":"3528863185792591","name":"财经涂鸦","avatar":"https://static.tigerbbs.com/87dd6f2b7a7d8df9244b76b1429746bf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3528863185792591","authorIdStr":"3528863185792591"},"themes":[],"title":"京東方業績預測：淨利同增或超150%，產品或用於iPhone13","htmlText":"“市場各尺寸的TV面板的價格漲幅已經超過65%。”作者：寧泊爲編輯：tuya公司情報專家《財經塗鴉》消息，2021年1月30日，京東方A（000725.SZ）發佈了2020年業績預告，2020年實現歸母淨利潤48-51億元，同比增長150-166%，實現扣非利潤25-28億元，去年同期爲虧損11.67億元。拆分來看，在2020第四季度單季，京東方實現歸母淨利23.24-26.24億元，環比增長73.39%-95.78%；實現扣非淨利16.12-19.12億元，環比增長51.50%-79.70%，業績增長符合預期。我們判斷，環比同比實現高增的主要原因來自全球面板市場價格上漲與京東方投建產能的釋放。並綜合了市場的多面信息判斷，京東方在近期出現的股價下挫並非是主營基本面出現問題所致，推斷與美國國際貿易委員會對特定有源矩陣OLED顯示設備及其組件啓動337調查有關，這並非美國第一次對國產面板啓動337調查（TCL電子，2020年10月），因此我們不認爲這項調查會動搖京東方的基本面。要快速理解京東方業績增長的動力，產能方面需分爲兩個角度：智能手機與電視大屏。與智能手機面板對應的是京東方的柔性AMOLED產品，結合此前2020半年報京東方電話會議的內容來看，京東方未來的佈局重心也放在此處。不過雖然該業務已較2019年的產收大幅增長，但其產線尚處於爬坡期，即便已經與華爲簽訂供應，但受下游綁定客戶的銷量下滑影響，這項業務的表現暫時也還有待成長。不過值得一提的是，京東方目前確實已經通過了蘋果認證，後續能否出現在iPhone 13之上，還是一如既往地停留在傳聞中，只能等到官方通報揭曉，不過如真能簽下蘋果，那麼OLED的份額攀升將很快成爲京東方苦苦尋找的“第二增長曲線”。電視大屏方面，2020年下半年以來，全球消費市場中對筆電、TV的需求因疫情居家而旺盛起來，帶動IT/TV類面板出貨加大，供應端","listText":"“市場各尺寸的TV面板的價格漲幅已經超過65%。”作者：寧泊爲編輯：tuya公司情報專家《財經塗鴉》消息，2021年1月30日，京東方A（000725.SZ）發佈了2020年業績預告，2020年實現歸母淨利潤48-51億元，同比增長150-166%，實現扣非利潤25-28億元，去年同期爲虧損11.67億元。拆分來看，在2020第四季度單季，京東方實現歸母淨利23.24-26.24億元，環比增長73.39%-95.78%；實現扣非淨利16.12-19.12億元，環比增長51.50%-79.70%，業績增長符合預期。我們判斷，環比同比實現高增的主要原因來自全球面板市場價格上漲與京東方投建產能的釋放。並綜合了市場的多面信息判斷，京東方在近期出現的股價下挫並非是主營基本面出現問題所致，推斷與美國國際貿易委員會對特定有源矩陣OLED顯示設備及其組件啓動337調查有關，這並非美國第一次對國產面板啓動337調查（TCL電子，2020年10月），因此我們不認爲這項調查會動搖京東方的基本面。要快速理解京東方業績增長的動力，產能方面需分爲兩個角度：智能手機與電視大屏。與智能手機面板對應的是京東方的柔性AMOLED產品，結合此前2020半年報京東方電話會議的內容來看，京東方未來的佈局重心也放在此處。不過雖然該業務已較2019年的產收大幅增長，但其產線尚處於爬坡期，即便已經與華爲簽訂供應，但受下游綁定客戶的銷量下滑影響，這項業務的表現暫時也還有待成長。不過值得一提的是，京東方目前確實已經通過了蘋果認證，後續能否出現在iPhone 13之上，還是一如既往地停留在傳聞中，只能等到官方通報揭曉，不過如真能簽下蘋果，那麼OLED的份額攀升將很快成爲京東方苦苦尋找的“第二增長曲線”。電視大屏方面，2020年下半年以來，全球消費市場中對筆電、TV的需求因疫情居家而旺盛起來，帶動IT/TV類面板出貨加大，供應端","text":"“市場各尺寸的TV面板的價格漲幅已經超過65%。”作者：寧泊爲編輯：tuya公司情報專家《財經塗鴉》消息，2021年1月30日，京東方A（000725.SZ）發佈了2020年業績預告，2020年實現歸母淨利潤48-51億元，同比增長150-166%，實現扣非利潤25-28億元，去年同期爲虧損11.67億元。拆分來看，在2020第四季度單季，京東方實現歸母淨利23.24-26.24億元，環比增長73.39%-95.78%；實現扣非淨利16.12-19.12億元，環比增長51.50%-79.70%，業績增長符合預期。我們判斷，環比同比實現高增的主要原因來自全球面板市場價格上漲與京東方投建產能的釋放。並綜合了市場的多面信息判斷，京東方在近期出現的股價下挫並非是主營基本面出現問題所致，推斷與美國國際貿易委員會對特定有源矩陣OLED顯示設備及其組件啓動337調查有關，這並非美國第一次對國產面板啓動337調查（TCL電子，2020年10月），因此我們不認爲這項調查會動搖京東方的基本面。要快速理解京東方業績增長的動力，產能方面需分爲兩個角度：智能手機與電視大屏。與智能手機面板對應的是京東方的柔性AMOLED產品，結合此前2020半年報京東方電話會議的內容來看，京東方未來的佈局重心也放在此處。不過雖然該業務已較2019年的產收大幅增長，但其產線尚處於爬坡期，即便已經與華爲簽訂供應，但受下游綁定客戶的銷量下滑影響，這項業務的表現暫時也還有待成長。不過值得一提的是，京東方目前確實已經通過了蘋果認證，後續能否出現在iPhone 13之上，還是一如既往地停留在傳聞中，只能等到官方通報揭曉，不過如真能簽下蘋果，那麼OLED的份額攀升將很快成爲京東方苦苦尋找的“第二增長曲線”。電視大屏方面，2020年下半年以來，全球消費市場中對筆電、TV的需求因疫情居家而旺盛起來，帶動IT/TV類面板出貨加大，供應端","images":[{"img":"https://static.tigerbbs.com/f0fdb85490adfe73e302291b5f5789ab","width":"641","height":"334"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/314698778","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":339536488,"gmtCreate":1608909529744,"gmtModify":1704977033632,"author":{"id":"3570058627460962","authorId":"3570058627460962","name":"大汉双林","avatar":"https://community-static.tradeup.com/news/ada544bbe56b24c9ea33b161255aa280","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570058627460962","authorIdStr":"3570058627460962"},"themes":[],"htmlText":"With the apple track record , knowledge , strong design team , pool of engineering expert , strong balance sheet , I can’t see anything can stop apple venture into apple car segment .&nbsp;","listText":"With the apple track record , knowledge , strong design team , pool of engineering expert , strong balance sheet , I can’t see anything can stop apple venture into apple car segment .&nbsp;","text":"With the apple track record , knowledge , strong design team , pool of engineering expert , strong balance sheet , I can’t see anything can stop apple venture into apple car segment .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/339536488","repostId":"2093572755","repostType":4,"repost":{"id":"2093572755","kind":"news","pubTimestamp":1608787139,"share":"https://ttm.financial/m/news/2093572755?lang=&edition=fundamental","pubTime":"2020-12-24 13:18","market":"us","language":"en","title":"Apple Car would take the tech giant to the next level — even if it’s a long shot","url":"https://stock-news.laohu8.com/highlight/detail?id=2093572755","media":"Yahoo Finance","summary":"In the next few years, you could be driving an Apple car\nLike aliens, Bigfoot, and the Loch Ness Mon","content":"<h2>In the next few years, you could be driving an Apple car</h2>\n<p>Like aliens, Bigfoot, and the Loch Ness Monster, the long-fabled Apple (AAPL) Car is once again said to be on its way. According to Reuters, the tech giant is now targeting 2024 to build its own self-driving, electric-powered passenger vehicle that could pose a threat to Tesla (TSLA).</p>\n<p>While there are obvious reasons why a “Tesla-crushing” Apple car won’t exist, as Yahoo Finance’s Brian Sozzi wrote, Apple still has plenty of incentives to pursue it. For <a href=\"https://laohu8.com/S/AONE\">one</a> thing, with iPhone sales over the last few years slowing, Apple could benefit from the estimated $9 trillion the auto industry is expected to be worth by 2030.</p>\n<p>And as some analysts point out, a self-driving car would give consumers more time behind the wheel with little to do except sign on to Apple’s subscription-based services ranging from infotainment to vehicle upgrades. That could boost Apple’s services segment, which the tech giant has increasingly been leaning on revenue growth.</p>\n<p><img src=\"https://s.yimg.com/os/creatr-images/2019-09/a31c25a0-dbc2-11e9-bede-4c59f3b634dd\" tg-width=\"2631\" tg-height=\"1754\">Apple CEO Tim Cook greets fans outside the Apple Store on Fifth Ave in the <a href=\"https://laohu8.com/S/MHC.AU\">Manhattan</a> borough of New York, New York, U.S., September 20, 2019. REUTERS/Carlo Allegri</p>\n<p>Of course, Apple will have to overcome logistical and regulatory hurdles to get a vehicle on the road — but the tech giant has more to gain than lose from its electric vehicle efforts, known as Project Titan.</p>\n<h2><b>Apple could change the auto industry</b></h2>\n<p>Apple has been reportedly toying with entering the automotive industry for years. In 2019, Craig Irwin of Roth Capital Partners told CNBC that Apple had sought to acquire Tesla in 2013 for $240 a share. The deal, however, never came to fruition. On Tuesday, Tesla CEO Elon Musk claimed via a tweet that he sought to sell Tesla to Apple for $60 billion, but that Apple CEO Tim Cook refused to take a meeting with him.</p>\n<p>Still, Project Titan and Apple’s prior interest in Tesla is enough proof for some analysts to see an Apple car as a near eventuality.</p>\n<p>“We continue to view this as a likely scenario, given Apple has invested in mobility for the last seven years, and the auto market is massive and at the cusp of a transformation,” Gene Munster of Loop Ventures wrote in an analyst note following the Reuters report.</p>\n<p>It would fit Apple’s modus operandi for it to enter a nascent industry like electric vehicles and completely revolutionize it, Munster pointed out. Look no further than smartphones, wearables, or even headphones for proof of Apple’s ability to take a new product to the next level.</p>\n<p><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analysts Adam Jonas and Katy Huberty, meanwhile, said in their own note that the company’s auto and tech hardware teams have long been under the working assumption that Apple was going to eventually design and build its own car.</p>\n<p>Apple has the opportunity to enter a large, fast-growing industry where it can put its knowledge of marrying hardware, software, and services to work to dramatically improve the consumer experience, according to the Morgan Stanley analysts.</p>\n<p><img src=\"https://s.yimg.com/os/creatr-images/2019-11/8dc1f500-1078-11ea-bce7-fa9b88d8456c\" tg-width=\"4513\" tg-height=\"3003\">Tesla CEO Elon Musk says he wanted to sell the company to Apple, but Tim Cook refused to take the meeting. REUTERS/Hannibal Hanschke</p>\n<p>“Apple possesses the key ingredients that we believe are critical to be successful in the future auto industry: Access to capital, an ability to attract and retain top talent, proven hardware design (from HMI to battery), and a rich ecosystem to leverage recurring subscription/service revenue,” the two write.</p>\n<p>It’s the subscription services that Goldman Sachs analyst Rod Hall says could be the main reason for Apple to jump into the auto market. According to Hall, the increased amount of time consumers spend in their self-driving cars would provide ample opportunity for Apple, and other tech companies, to benefit from a captive audience in need of some kind of distraction.</p>\n<h2><b>Apple has been working on its car for years</b></h2>\n<p>Of course there’s been plenty of speculation as to the state of Apple’s Project Titan, and whether it will result in a car. The original concept, according to a 2015 report by The Wall Street Journal, called for Apple to build its own minivan-like autonomous vehicle.</p>\n<p>But those plans changed significantly, with Bloomberg reporting in 2016 that Apple was instead switching its focus to the software that powers autonomous vehicles, which could then be licensed to other automakers.</p>\n<p>Then in 2018, according to The New York Times, Apple, after striking out with BMW and Mercedes Benz, reached a deal with Volkswagen for the automaker to provide Apple with some of its vans, which the tech giant would turn into autonomous shuttles for its Cupertino, California, campus.</p>\n<p>Leadership on the project has also been in flux. Earlier this month, Apple’s head of AI, John Giannandrea, took the reins of Project Titan, after Apple’s senior <a href=\"https://laohu8.com/S/VP..UK\">VP</a> of hardware engineering, Bob Mansfield, retired. Former Tesla senior VP of engineering, Doug Fields, who prior to that worked at Apple, continues to run Titan’s day-to-day operations.</p>\n<p>There’s little doubt that Apple will face significant headwinds in building out its own automotive capabilities. Tesla, for example, was “single-digit weeks” away from running out of cash to finance operations as it struggled to ramp up production of its Model 3 in 2018, according to its CEO.</p>\n<p>And some analysts disagree on whether the tech giant can really pull it off. Wedbush’s Dan Ives says the company has a 35% to 40% chance of putting a car on the road by 2024 given the difficulty of designing and building a car that can stand up to regulatory scrutiny.</p>\n<p>But if Apple does have an electric, self-driving iCar ready in the coming years, it may once again become the company that determines the direction of a nascent industry, just as it did with consumer technology.</p>","source":"yahoofinance_sg","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>Apple Car would take the tech giant to the next level — even if it’s a long shot</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\">\nApple Car would take the tech giant to the next level — even if it’s a long shot\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-24 13:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/apple-car-would-take-the-tech-giant-to-the-next-level-203102389.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In the next few years, you could be driving an Apple car\nLike aliens, Bigfoot, and the Loch Ness Monster, the long-fabled Apple (AAPL) Car is once again said to be on its way. According to Reuters, ...</p>\n\n<a href=\"https://finance.yahoo.com/news/apple-car-would-take-the-tech-giant-to-the-next-level-203102389.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","AAPL":"苹果"},"source_url":"https://finance.yahoo.com/news/apple-car-would-take-the-tech-giant-to-the-next-level-203102389.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2093572755","content_text":"In the next few years, you could be driving an Apple car\nLike aliens, Bigfoot, and the Loch Ness Monster, the long-fabled Apple (AAPL) Car is once again said to be on its way. According to Reuters, the tech giant is now targeting 2024 to build its own self-driving, electric-powered passenger vehicle that could pose a threat to Tesla (TSLA).\nWhile there are obvious reasons why a “Tesla-crushing” Apple car won’t exist, as Yahoo Finance’s Brian Sozzi wrote, Apple still has plenty of incentives to pursue it. For one thing, with iPhone sales over the last few years slowing, Apple could benefit from the estimated $9 trillion the auto industry is expected to be worth by 2030.\nAnd as some analysts point out, a self-driving car would give consumers more time behind the wheel with little to do except sign on to Apple’s subscription-based services ranging from infotainment to vehicle upgrades. That could boost Apple’s services segment, which the tech giant has increasingly been leaning on revenue growth.\nApple CEO Tim Cook greets fans outside the Apple Store on Fifth Ave in the Manhattan borough of New York, New York, U.S., September 20, 2019. REUTERS/Carlo Allegri\nOf course, Apple will have to overcome logistical and regulatory hurdles to get a vehicle on the road — but the tech giant has more to gain than lose from its electric vehicle efforts, known as Project Titan.\nApple could change the auto industry\nApple has been reportedly toying with entering the automotive industry for years. In 2019, Craig Irwin of Roth Capital Partners told CNBC that Apple had sought to acquire Tesla in 2013 for $240 a share. The deal, however, never came to fruition. On Tuesday, Tesla CEO Elon Musk claimed via a tweet that he sought to sell Tesla to Apple for $60 billion, but that Apple CEO Tim Cook refused to take a meeting with him.\nStill, Project Titan and Apple’s prior interest in Tesla is enough proof for some analysts to see an Apple car as a near eventuality.\n“We continue to view this as a likely scenario, given Apple has invested in mobility for the last seven years, and the auto market is massive and at the cusp of a transformation,” Gene Munster of Loop Ventures wrote in an analyst note following the Reuters report.\nIt would fit Apple’s modus operandi for it to enter a nascent industry like electric vehicles and completely revolutionize it, Munster pointed out. Look no further than smartphones, wearables, or even headphones for proof of Apple’s ability to take a new product to the next level.\nMorgan Stanley analysts Adam Jonas and Katy Huberty, meanwhile, said in their own note that the company’s auto and tech hardware teams have long been under the working assumption that Apple was going to eventually design and build its own car.\nApple has the opportunity to enter a large, fast-growing industry where it can put its knowledge of marrying hardware, software, and services to work to dramatically improve the consumer experience, according to the Morgan Stanley analysts.\nTesla CEO Elon Musk says he wanted to sell the company to Apple, but Tim Cook refused to take the meeting. REUTERS/Hannibal Hanschke\n“Apple possesses the key ingredients that we believe are critical to be successful in the future auto industry: Access to capital, an ability to attract and retain top talent, proven hardware design (from HMI to battery), and a rich ecosystem to leverage recurring subscription/service revenue,” the two write.\nIt’s the subscription services that Goldman Sachs analyst Rod Hall says could be the main reason for Apple to jump into the auto market. According to Hall, the increased amount of time consumers spend in their self-driving cars would provide ample opportunity for Apple, and other tech companies, to benefit from a captive audience in need of some kind of distraction.\nApple has been working on its car for years\nOf course there’s been plenty of speculation as to the state of Apple’s Project Titan, and whether it will result in a car. The original concept, according to a 2015 report by The Wall Street Journal, called for Apple to build its own minivan-like autonomous vehicle.\nBut those plans changed significantly, with Bloomberg reporting in 2016 that Apple was instead switching its focus to the software that powers autonomous vehicles, which could then be licensed to other automakers.\nThen in 2018, according to The New York Times, Apple, after striking out with BMW and Mercedes Benz, reached a deal with Volkswagen for the automaker to provide Apple with some of its vans, which the tech giant would turn into autonomous shuttles for its Cupertino, California, campus.\nLeadership on the project has also been in flux. Earlier this month, Apple’s head of AI, John Giannandrea, took the reins of Project Titan, after Apple’s senior VP of hardware engineering, Bob Mansfield, retired. Former Tesla senior VP of engineering, Doug Fields, who prior to that worked at Apple, continues to run Titan’s day-to-day operations.\nThere’s little doubt that Apple will face significant headwinds in building out its own automotive capabilities. Tesla, for example, was “single-digit weeks” away from running out of cash to finance operations as it struggled to ramp up production of its Model 3 in 2018, according to its CEO.\nAnd some analysts disagree on whether the tech giant can really pull it off. Wedbush’s Dan Ives says the company has a 35% to 40% chance of putting a car on the road by 2024 given the difficulty of designing and building a car that can stand up to regulatory scrutiny.\nBut if Apple does have an electric, self-driving iCar ready in the coming years, it may once again become the company that determines the direction of a nascent industry, just as it did with consumer technology.","news_type":1},"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}