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06-18

On.nn. M Nmj mmmzmk. Znkbkkkknb.gfkk

忘記Nvidia，這隻ETF才是投資AI的最終之選

2021-07-04

Good job

又是别人家的公司！小米豪派“大红包”，人均39万

2021-06-13

Good

巫天华：身处黄金时代，老虎证券致力成为世界一流科技券商

2021-06-09

Wow

Toplines Before US Market Open on Tuesday

2021-06-04

Wow

市场综述：1700亿教育巨头逆势大涨，北水4亿狂买一股

2021-06-02

Wow

盘前：期指静待“发令枪”，雾芯科技大涨10%

2021-05-28

Wow

GameStop, AMC Shorts Get Hit With $673 Million Loss in Big Rally

2021-05-25

Good

老虎证券Q1净利润同比大增21倍，超五成新增入金客户来自海外

2021-05-23

Wow

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2021-05-12

Good job

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2021-05-03

Buy Apple stocks good time

Apple and Other Big Tech Stocks Had a Disappointing Week. 6 Reasons to Keep Buying Them.

2021-05-03

Go go

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2021-05-03

Slowly

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2021-05-03

Oo

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2021-05-03

Wow

Uber, Pfizer, PayPal, T-Mobile, ViacomCBS, General Motors, and Other Stocks for Investors to Watch This Week

2021-05-01

kkkk//@ConnieCD:Wow ?

TikTok names ByteDance CFO Shouzi Chew as new CEO

2021-05-01

?

DBS Q1 net profit jumps 72%, powered by broad-based growth

2021-05-01

Wow

Toplines Before US Market Open on Friday

2021-05-01

Good

Fed's Kaplan sees financial market 'excesses,' eyes QE taper

2021-05-01

Good

Amazon once rose 2.4%, setting a record high in intraday trading

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M Nmj mmmzmk. Znkbkkkknb.gfkk","listText":"On.nn. M Nmj mmmzmk. Znkbkkkknb.gfkk","text":"On.nn. M Nmj mmmzmk. Znkbkkkknb.gfkk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/318137335586856","repostId":"1171431109","repostType":2,"repost":{"id":"1171431109","weMediaInfo":{"introduction":"提供即時金融資訊、行情、數據，旨在幫助投資者理解世界，做投資決策。","home_visible":1,"media_name":"老虎資訊","id":"1059071526","head_image":"https://community-static.tradeup.com/news/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1718699331,"share":"https://ttm.financial/m/news/1171431109?lang=&edition=fundamental","pubTime":"2024-06-18 16:28","market":"us","language":"zh","title":"忘記Nvidia，這隻ETF才是投資AI的最終之選","url":"https://stock-news.laohu8.com/highlight/detail?id=1171431109","media":"老虎資訊","summary":"這令人印象深刻，Nvidia有能力繼續長期增長。您可能不會感到意外，該基金的頂級持倉是Nvidia，佔超過3%的權重。儘管WisdomTree基金持有Nvidia股票，但其他股票的權重也會起作用，因此ETF的表現不會像晶片設計公司一樣一飛沖天。另一方面，當ETF的某個持有股票下跌時，其他股票的上漲可以限制您的損失。因此，ETF的表現可能會隨之而來。因此，確實，Nvidia和其他今天擁有成功AI故事的公司是很好的投資標的。","content":"<html><head></head><body><p>這個特定的投資，已經為您完成了所有的工作。</p><p>當您考慮投資人工智能（AI）時，您可能會自動想到一個經常在頭條中露面的名字。我說的是領先的AI芯片設計公司Nvidia（NVDA -0.68%）。該公司在市場上的主導地位幫助其在最近幾個季度將盈利大幅提升到三位數，並推動其股價在過去一年內上漲超過200%。</p><p>這令人印象深刻，Nvidia有能力繼續長期增長。但最終的長期AI投資可能不在於一支股票，而是多支股票。這聽起來可能有些令人生畏，因為它涉及到辨認現在那些未來可能成為AI贏家的公司。不過，好消息是，您不必自己費力過多。</p><p>在以下的投資中，這些事情已經為您做好了 -- 這意味著您不需要抬一根手指。隨著時間的推移，您可能會從AI的蓬勃發展中大大受益。讓我們更深入了解這個您不容錯過的AI投資。</p><h2 id=\"id_4109784622\">投資於多個潛在贏家</h2><p>那麼，如果您想投資於一籃子潛在的股市贏家，卻又不想自己挑選股票，該怎麼辦呢？您可以轉向交易所交易基金（ETF），這種基金追蹤特定主題，每日在市場上像一支個別股票般交易。在這種情況下，我們尋找的是人工智能（AI）主題，您可以在 <strong><a href=\"https://laohu8.com/S/WTAI\">WisdomTree Artificial Intelligence and Innovation Fund</a></strong> 找到它。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eab29ee42ffc4a382d83ff807664043f\" tg-width=\"560\" tg-height=\"240\"/></p><p>該基金追蹤WisdomTree的人工智能與創新指數的表現；這個指數和基金包含了當今領先的人工智能公司。您可能不會感到意外，該基金的頂級持倉是Nvidia，佔超過3%的權重。但通過在這裡投資，您也可以押注於許多其他贏家和潛在贏家。其他頂級持倉包括Arm Holdings、高通和Meta Platforms。毫不意外的是，信息技術行業在基金中占比超過79%。</p><p>也就是說，該基金認識到潛在的AI贏家來自各種各樣的行業，因此包括從醫療到工業和消費性消費品等各種股票。通過投資於WisdomTree基金，您可以從各種AI成功故事中受益 -- 從突出的晶片製造商到開發潛在挽救生命藥物的製藥公司。</p><h2 id=\"id_220319337\">利弊分析</h2><p>當然，每件事情都有其利弊，這裡的兩個缺點如下：首先，對於任何ETF來說，重要的是要記住，您將需要考慮管理基金所需的費用。如果這些費用過高，長期來看可能會損害您的回報，因此選擇一只費用比率低於1%的ETF非常重要。WisdomTree基金的費用比率為0.45%，符合這一標準。</p><p>第二點是，投資於ETF不太可能產生與在一兩只贏家AI股票上的回報水平相同的表現，這是在幾年的時間內。儘管WisdomTree基金持有Nvidia股票，但其他股票的權重也會起作用，因此ETF的表現不會像晶片設計公司一樣一飛沖天。另一方面，當ETF的某個持有股票下跌時，其他股票的上漲可以限制您的損失。</p><p>現在，讓我們來看一下投資於WisdomTree ETF的重大優點，如上所述，即獲得許多潛在的AI贏家。在短期內，這可能不會使基金的增長大幅增加，但隨著AI增長故事的推動，許多這些AI公司的表現隨時間推移可能會起飛。因此，ETF的表現可能會隨之而來。</p><p>因此，確實，Nvidia和其他今天擁有成功AI故事的公司是很好的投資標的。但從長遠來看，一個允許您投資於許多這些參與者的工具可能會最大化您的潛在收益，同時減少風險。這就是為什麼今天WisdomTree人工智能與創新基金成為了最終的AI增長投資。</p><p><em>本文编译自Motley Fool，原文標題：Forget Nvidia. Meet the Ultimate Artificial Intelligence (AI) Growth Investment</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>忘記Nvidia，這隻ETF才是投資AI的最終之選</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n忘記Nvidia，這隻ETF才是投資AI的最終之選\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1059071526\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎資訊 </p>\n<p class=\"h-time\">2024-06-18 16:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>這個特定的投資，已經為您完成了所有的工作。</p><p>當您考慮投資人工智能（AI）時，您可能會自動想到一個經常在頭條中露面的名字。我說的是領先的AI芯片設計公司Nvidia（NVDA -0.68%）。該公司在市場上的主導地位幫助其在最近幾個季度將盈利大幅提升到三位數，並推動其股價在過去一年內上漲超過200%。</p><p>這令人印象深刻，Nvidia有能力繼續長期增長。但最終的長期AI投資可能不在於一支股票，而是多支股票。這聽起來可能有些令人生畏，因為它涉及到辨認現在那些未來可能成為AI贏家的公司。不過，好消息是，您不必自己費力過多。</p><p>在以下的投資中，這些事情已經為您做好了 -- 這意味著您不需要抬一根手指。隨著時間的推移，您可能會從AI的蓬勃發展中大大受益。讓我們更深入了解這個您不容錯過的AI投資。</p><h2 id=\"id_4109784622\">投資於多個潛在贏家</h2><p>那麼，如果您想投資於一籃子潛在的股市贏家，卻又不想自己挑選股票，該怎麼辦呢？您可以轉向交易所交易基金（ETF），這種基金追蹤特定主題，每日在市場上像一支個別股票般交易。在這種情況下，我們尋找的是人工智能（AI）主題，您可以在 <strong><a href=\"https://laohu8.com/S/WTAI\">WisdomTree Artificial Intelligence and Innovation Fund</a></strong> 找到它。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eab29ee42ffc4a382d83ff807664043f\" tg-width=\"560\" tg-height=\"240\"/></p><p>該基金追蹤WisdomTree的人工智能與創新指數的表現；這個指數和基金包含了當今領先的人工智能公司。您可能不會感到意外，該基金的頂級持倉是Nvidia，佔超過3%的權重。但通過在這裡投資，您也可以押注於許多其他贏家和潛在贏家。其他頂級持倉包括Arm Holdings、高通和Meta Platforms。毫不意外的是，信息技術行業在基金中占比超過79%。</p><p>也就是說，該基金認識到潛在的AI贏家來自各種各樣的行業，因此包括從醫療到工業和消費性消費品等各種股票。通過投資於WisdomTree基金，您可以從各種AI成功故事中受益 -- 從突出的晶片製造商到開發潛在挽救生命藥物的製藥公司。</p><h2 id=\"id_220319337\">利弊分析</h2><p>當然，每件事情都有其利弊，這裡的兩個缺點如下：首先，對於任何ETF來說，重要的是要記住，您將需要考慮管理基金所需的費用。如果這些費用過高，長期來看可能會損害您的回報，因此選擇一只費用比率低於1%的ETF非常重要。WisdomTree基金的費用比率為0.45%，符合這一標準。</p><p>第二點是，投資於ETF不太可能產生與在一兩只贏家AI股票上的回報水平相同的表現，這是在幾年的時間內。儘管WisdomTree基金持有Nvidia股票，但其他股票的權重也會起作用，因此ETF的表現不會像晶片設計公司一樣一飛沖天。另一方面，當ETF的某個持有股票下跌時，其他股票的上漲可以限制您的損失。</p><p>現在，讓我們來看一下投資於WisdomTree ETF的重大優點，如上所述，即獲得許多潛在的AI贏家。在短期內，這可能不會使基金的增長大幅增加，但隨著AI增長故事的推動，許多這些AI公司的表現隨時間推移可能會起飛。因此，ETF的表現可能會隨之而來。</p><p>因此，確實，Nvidia和其他今天擁有成功AI故事的公司是很好的投資標的。但從長遠來看，一個允許您投資於許多這些參與者的工具可能會最大化您的潛在收益，同時減少風險。這就是為什麼今天WisdomTree人工智能與創新基金成為了最終的AI增長投資。</p><p><em>本文编译自Motley Fool，原文標題：Forget Nvidia. Meet the Ultimate Artificial Intelligence (AI) Growth Investment</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/347452cc99fb488c45ccd900fcf3aa20","relate_stocks":{"WTAI":"WisdomTree Artificial Intelligence and Innovation Fund"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171431109","content_text":"這個特定的投資，已經為您完成了所有的工作。當您考慮投資人工智能（AI）時，您可能會自動想到一個經常在頭條中露面的名字。我說的是領先的AI芯片設計公司Nvidia（NVDA -0.68%）。該公司在市場上的主導地位幫助其在最近幾個季度將盈利大幅提升到三位數，並推動其股價在過去一年內上漲超過200%。這令人印象深刻，Nvidia有能力繼續長期增長。但最終的長期AI投資可能不在於一支股票，而是多支股票。這聽起來可能有些令人生畏，因為它涉及到辨認現在那些未來可能成為AI贏家的公司。不過，好消息是，您不必自己費力過多。在以下的投資中，這些事情已經為您做好了 -- 這意味著您不需要抬一根手指。隨著時間的推移，您可能會從AI的蓬勃發展中大大受益。讓我們更深入了解這個您不容錯過的AI投資。投資於多個潛在贏家那麼，如果您想投資於一籃子潛在的股市贏家，卻又不想自己挑選股票，該怎麼辦呢？您可以轉向交易所交易基金（ETF），這種基金追蹤特定主題，每日在市場上像一支個別股票般交易。在這種情況下，我們尋找的是人工智能（AI）主題，您可以在 WisdomTree Artificial Intelligence and Innovation Fund 找到它。該基金追蹤WisdomTree的人工智能與創新指數的表現；這個指數和基金包含了當今領先的人工智能公司。您可能不會感到意外，該基金的頂級持倉是Nvidia，佔超過3%的權重。但通過在這裡投資，您也可以押注於許多其他贏家和潛在贏家。其他頂級持倉包括Arm Holdings、高通和Meta Platforms。毫不意外的是，信息技術行業在基金中占比超過79%。也就是說，該基金認識到潛在的AI贏家來自各種各樣的行業，因此包括從醫療到工業和消費性消費品等各種股票。通過投資於WisdomTree基金，您可以從各種AI成功故事中受益 -- 從突出的晶片製造商到開發潛在挽救生命藥物的製藥公司。利弊分析當然，每件事情都有其利弊，這裡的兩個缺點如下：首先，對於任何ETF來說，重要的是要記住，您將需要考慮管理基金所需的費用。如果這些費用過高，長期來看可能會損害您的回報，因此選擇一只費用比率低於1%的ETF非常重要。WisdomTree基金的費用比率為0.45%，符合這一標準。第二點是，投資於ETF不太可能產生與在一兩只贏家AI股票上的回報水平相同的表現，這是在幾年的時間內。儘管WisdomTree基金持有Nvidia股票，但其他股票的權重也會起作用，因此ETF的表現不會像晶片設計公司一樣一飛沖天。另一方面，當ETF的某個持有股票下跌時，其他股票的上漲可以限制您的損失。現在，讓我們來看一下投資於WisdomTree ETF的重大優點，如上所述，即獲得許多潛在的AI贏家。在短期內，這可能不會使基金的增長大幅增加，但隨著AI增長故事的推動，許多這些AI公司的表現隨時間推移可能會起飛。因此，ETF的表現可能會隨之而來。因此，確實，Nvidia和其他今天擁有成功AI故事的公司是很好的投資標的。但從長遠來看，一個允許您投資於許多這些參與者的工具可能會最大化您的潛在收益，同時減少風險。這就是為什麼今天WisdomTree人工智能與創新基金成為了最終的AI增長投資。本文编译自Motley Fool，原文標題：Forget Nvidia. Meet the Ultimate Artificial Intelligence (AI) Growth Investment","news_type":1},"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155048461,"gmtCreate":1625365647653,"gmtModify":1703740800867,"author":{"id":"3573348577250194","authorId":"3573348577250194","name":"开始动","avatar":"https://static.tigerbbs.com/2a9c7b5059675ea831ba5b42ef1948ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573348577250194","authorIdStr":"3573348577250194"},"themes":[],"htmlText":"Good job&nbsp;","listText":"Good job&nbsp;","text":"Good job","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/155048461","repostId":"1198720542","repostType":4,"repost":{"id":"1198720542","pubTimestamp":1625361204,"share":"https://ttm.financial/m/news/1198720542?lang=&edition=fundamental","pubTime":"2021-07-04 09:13","market":"hk","language":"zh","title":"又是别人家的公司！小米豪派“大红包”，人均39万","url":"https://stock-news.laohu8.com/highlight/detail?id=1198720542","media":"每日经济新闻","summary":"格力和小米，一前一后抛股权激励计划。\n7月2日，小米集团发布公告称，公司董事会于当天向3904名员工授予了共计7023万股奖励股份。截至7月2日港股收盘，小米集团的股价为26.2港元/股，所以此次奖励","content":"<div>\n<p>格力和小米，一前一后抛股权激励计划。\n7月2日，小米集团发布公告称，公司董事会于当天向3904名员工授予了共计7023万股奖励股份。截至7月2日港股收盘，小米集团的股价为26.2港元/股，所以此次奖励股份的总额达到18.4亿港元（约合人民币15.34亿元），人均奖励约47万港元（约合39.29万元人民币）。\n入选员工最小24岁\n根据公告，小米集团董事会于2021年7月2日根据股份奖励计划奖励合共...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3634498\">Web Link</a>\n\n</div>\n","source":"mrjjxw","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>又是别人家的公司！小米豪派“大红包”，人均39万</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n又是别人家的公司！小米豪派“大红包”，人均39万\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-04 09:13 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3634498><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格力和小米，一前一后抛股权激励计划。\n7月2日，小米集团发布公告称，公司董事会于当天向3904名员工授予了共计7023万股奖励股份。截至7月2日港股收盘，小米集团的股价为26.2港元/股，所以此次奖励股份的总额达到18.4亿港元（约合人民币15.34亿元），人均奖励约47万港元（约合39.29万元人民币）。\n入选员工最小24岁\n根据公告，小米集团董事会于2021年7月2日根据股份奖励计划奖励合共...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3634498\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bb44f0df3fb7312ee913474e800cc495","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://wallstreetcn.com/articles/3634498","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198720542","content_text":"格力和小米，一前一后抛股权激励计划。\n7月2日，小米集团发布公告称，公司董事会于当天向3904名员工授予了共计7023万股奖励股份。截至7月2日港股收盘，小米集团的股价为26.2港元/股，所以此次奖励股份的总额达到18.4亿港元（约合人民币15.34亿元），人均奖励约47万港元（约合39.29万元人民币）。\n入选员工最小24岁\n根据公告，小米集团董事会于2021年7月2日根据股份奖励计划奖励合共7023万股奖励股份予3904名选定参与者。所有选定参与者均为非关连承授人。上述奖励不会筹集任何新资金。\n\n小米集团称，授出奖励日的股份收市价为26.20港元。按照上述股市收市价计算，合计奖励金额达到18.4亿港元。\n此次获得奖励股份的小米员工包括集团优秀青年工程师、优秀应届生和团队核心岗位的优秀员工，以及年度技术大奖的获得者。\n小米特别提到，在以上员工中，有约700名优秀青年工程师入选了小米最新的人才激励项目“青年工程师激励计划”，他们将获得总计1604.2万股的股票。经简单计算，这700名青年工程师人均获发的股票价值为60万港元（约合50万元人民币）。\n公告发布以后，小米创始人雷军发布微博表示，是他亲自负责了“青年工程师激励计划”，首批入选的近700名青年工程师主要是研发工程师、测试、产品经理、设计师等，其中最小的员工仅24岁。\n\n有网友评论称：“现在入职还来的及吗？”“这样工程师肯定会更努力！激发创造力了”还有一位网友调侃称，“我还有汽修专业的高级技工证书，你看什么时候安排一下填入职表，雷总？”\n\n据了解，小米于今年3月30日官宣造车。每日经济新闻此前曾报道，小米官宣造车后，雷军已拜访上汽通用五菱、长城汽车等车企，并与蔚来汽车创始人、董事长兼CEO李斌，理想汽车创始人、CEO李想，小鹏汽车董事长兼CEO何小鹏，以及比亚迪股份有限公司董事长兼总裁王传福等业内人士商谈。\n与此同时，包括武汉、西安等地都表示积极对接“小米造车”项目，希望小米汽车落户。一时之间，一场争夺小米汽车的暗战已经打响。\n小米上市以来多次发布股权激励计划\n2018年的7月9日，小米集团登陆港交所，成为首批港交所力推“同股不同权”的挂牌企业，发行价为17港元。\n自1月初达到35.9港元/股的高点后，今年以来小米股价累计跌幅达21%。自上市至今，小米集团股价累计涨幅为54%。\n近日，小米公布一季度业绩显示，总收入同比增长54.7%至769亿元，经调整净利润达到人民币61亿元，同比增长163.8%，业绩增长大超市场预期，总收入和经调整净利润均创下单季度历史新高。\n2020年全年，小米收入达人民币2459亿元，同比增长19.4%；经调整净利润人民币130亿元，同比增长12.8%。\n据证券时报统计，小米自上市以来，共发布了11次股权激励计划，其中，2019年有4次，2020年有5次，今年来也已有2次。\n最近一次发生在2021年1月6日，当时一共给2405名员工授予了1686.63万股，当时的小米股价为33.90港元，授予股份的整体价值为5.72亿港元。\n\n股份奖励是上市公司常见的激励员工的方式之一。就在不久前，格力电器（000651）就发布了员工持股计划草案，参与员工数达1.2万人。\n不过格力的计划和小米有所不同，小米是给员工发股票，而格力是以折扣后的价格让员工买股票。\n格力1.2万名员工可5折买股票打组合拳再出手回购6000万股\n刚刚过去的6月份，格力股价下跌了7.46%，今年以来累计下跌了17%。\n股价下跌之际，格力再度出手回购自家公司股票。\n7月2日晚间，格力电器公告称，截至6月30日，该公司第三期回购计划以集中竞价方式累计回购公司股份6001万股，占总股本的0.9975%，支付的总金额为31.75亿元。其中，最高成交价为56.11元/股，最低成交价为49.92元/股。\n截至目前，格力已经完成了前两期共120亿元回购，加上此番30亿元回购，已经累计动用了150亿元回购自家股票。\n除了大手笔的回购，6月30日，格力刚刚召开完股东大会，备受争议的格力员工持股计划顺利通过，1.34万人的投票更是创纪录。\n\n此事源于6月20日晚间，格力公布第一期员工持股计划，规模总额不超过30亿元，覆盖员工人数最高为1.2万人，员工持股计划购买公司回购股份的价格为27.68元/股，回购股票规模不超过1.08亿股，占该公司当前总股本的1.80%。\n由于员工5折“买股票”，董明珠一人更是认购3000万股，账面浮盈就达8亿元，一度备受市场争议。\n\n紧接着，6月27日晚间，格力电器发布公告称，将第二期回购的股份变更为直接注销减少注册资本，显然对股东而言是一大利好消息。\n此外，董明珠还罕见的现身接待机构投资者。在被问到“公司后续会不会注销回购股份，长期分红比例会不会加大？”的问题时，格力电器回应，该公司回购股票不仅仅为了股权激励，更重要的是维护股东、社会、员工的利益，是否会注销回购股份需要结合实际情况研究，按程序决策。\n即第三期回购是否注销，目前还没有结论。","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182257476,"gmtCreate":1623581905695,"gmtModify":1704206583261,"author":{"id":"3573348577250194","authorId":"3573348577250194","name":"开始动","avatar":"https://static.tigerbbs.com/2a9c7b5059675ea831ba5b42ef1948ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573348577250194","authorIdStr":"3573348577250194"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182257476","repostId":"1159028389","repostType":4,"repost":{"id":"1159028389","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623481200,"share":"https://ttm.financial/m/news/1159028389?lang=&edition=fundamental","pubTime":"2021-06-12 15:00","market":"us","language":"zh","title":"巫天华：身处黄金时代，老虎证券致力成为世界一流科技券商","url":"https://stock-news.laohu8.com/highlight/detail?id=1159028389","media":"老虎资讯综合","summary":"【正在直播】老虎7周年Open Day\n老虎证券正处于肉眼可见的变革中。\n 6月12日，在老虎证券七周年Open Day现场，创始人及CEO巫天华表示公司正全力加速国际化，目标是成为世界一流科技券商。","content":"<p><a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%2216226253307800%22%7D&amp;feature=Push\" target=\"_blank\"><b>【正在直播】老虎7周年Open Day</b></a></p>\n<p>老虎证券正处于肉眼可见的变革中。</p>\n<p>&nbsp;6月12日，在老虎证券七周年Open Day现场，创始人及CEO巫天华表示公司正全力加速国际化，目标是成为世界一流科技券商。</p>\n<p>&nbsp;2021年一季度，老虎证券曾宣布将进入美国市场。巫天华透露，截止目前，美国子公司累计入金客户中非华人占比已超过一半。老虎证券的海外运营数据正在颠覆外界对其的刻板印象。</p>\n<p>&nbsp;“不少人对老虎证券的印象还停留在服务全球华人用户时期，但实际上我们的产品也已获得了很多非华人用户的认可。老虎海外的英文版本受到美国、新加坡用户的欢迎。接下来，公司会继续集中兵力提升产品和技术竞争力，加速国际化扩张。”巫天华表示，在客户增速创下新高的一季度，海外客户占据新增入金客户的半壁江山，充分展现公司国际化能力。</p>\n<p><img src=\"https://static.tigerbbs.com/6dc68264ed30d893af578cd794ad0851\" tg-width=\"509\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p>&nbsp;老虎证券成立于2014年，在过去7年里，老虎凭借领先的技术和一站式交易体验，在2020年10月以创纪录的速度迈入百万开户客户行列。2020年，公司正式开启国际化，而此时的证券行业也处于巨变中：史无前例的全球放水以及更低的投资参与门槛促使全球年轻投资者蜂拥涌入市场。一方面，行业结构的变化让老虎证券对国际化所能打开的成长前景更有信心。另一方面，凭借前期对产品充分的打磨，老虎证券在新加坡顺利抓住此次历史机遇，登顶新加坡热门财务类应用（iOS APP Store）榜单，2021年一季度新增用户超越去年总和。</p>\n<p><b>&nbsp;</b>此前，巫天华曾在2020年三季度业绩会中表示，相信未来12-24个月内，海外客户能占到公司新增入金客户的一半以上。随着该目标比预期提早半年实现，老虎证券正在锚定更宽广的国际化赛道。</p>\n<p>&nbsp;“券商行业处于代际更替的节点，第三代科技券商终通过强大技术和组织进化力逐步取代传统券商。老虎证券一直以来旨在打造一个世界级的交易产品，通过坚持前中后台自研，不断优化用户体验。”巫天华强调，全球用户对于优质产品和服务的需求是相通的，不会拒绝全新科技生产力所带来的投资体验升级。</p>\n<p><img src=\"https://static.tigerbbs.com/e543653b21250deadbdd6eeff85cce65\" tg-width=\"1080\" tg-height=\"1527\" referrerpolicy=\"no-referrer\"></p>\n<p>&nbsp;从发展轨迹来看，老虎证券在创业初期抓住华人地区投资者投资美港股存在痛点的市场窗口，推出新一代满足用户需求的交易平台降维进攻并成功立足市场。随着产品护城河和品牌影响力的不断提升，再加上投资散户化的大势所趋，公司将步伐迈往更大的全球市场“水到渠成”。</p>\n<p>&nbsp;据悉，为了进一步加强资源协同以保证国际化运营效率，老虎证券已成立增长、数据和技术中台，以更好支持代码策略灵活配置保障本地化体验。</p>\n<p>&nbsp;“经过七年的沉淀，老虎作为头部互联网券商的品牌影响力和口碑、技术积累以及强大的进化力让我们具备发力更广疆域的能力。我们的愿景是成为世界一流科技券商，用科技不断为客户创造增量价值，将中国技术带向世界。”巫天华说。</p>\n<p>&nbsp;对于老虎证券而言，真正的蝶变才刚刚开始。</p>\n<p><img src=\"https://static.tigerbbs.com/e3c0d2fecd992af9cc610910b2e7394b\" tg-width=\"509\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>","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>巫天华：身处黄金时代，老虎证券致力成为世界一流科技券商</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n巫天华：身处黄金时代，老虎证券致力成为世界一流科技券商\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-12 15:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%2216226253307800%22%7D&amp;feature=Push\" target=\"_blank\"><b>【正在直播】老虎7周年Open Day</b></a></p>\n<p>老虎证券正处于肉眼可见的变革中。</p>\n<p>&nbsp;6月12日，在老虎证券七周年Open Day现场，创始人及CEO巫天华表示公司正全力加速国际化，目标是成为世界一流科技券商。</p>\n<p>&nbsp;2021年一季度，老虎证券曾宣布将进入美国市场。巫天华透露，截止目前，美国子公司累计入金客户中非华人占比已超过一半。老虎证券的海外运营数据正在颠覆外界对其的刻板印象。</p>\n<p>&nbsp;“不少人对老虎证券的印象还停留在服务全球华人用户时期，但实际上我们的产品也已获得了很多非华人用户的认可。老虎海外的英文版本受到美国、新加坡用户的欢迎。接下来，公司会继续集中兵力提升产品和技术竞争力，加速国际化扩张。”巫天华表示，在客户增速创下新高的一季度，海外客户占据新增入金客户的半壁江山，充分展现公司国际化能力。</p>\n<p><img src=\"https://static.tigerbbs.com/6dc68264ed30d893af578cd794ad0851\" tg-width=\"509\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p>&nbsp;老虎证券成立于2014年，在过去7年里，老虎凭借领先的技术和一站式交易体验，在2020年10月以创纪录的速度迈入百万开户客户行列。2020年，公司正式开启国际化，而此时的证券行业也处于巨变中：史无前例的全球放水以及更低的投资参与门槛促使全球年轻投资者蜂拥涌入市场。一方面，行业结构的变化让老虎证券对国际化所能打开的成长前景更有信心。另一方面，凭借前期对产品充分的打磨，老虎证券在新加坡顺利抓住此次历史机遇，登顶新加坡热门财务类应用（iOS APP Store）榜单，2021年一季度新增用户超越去年总和。</p>\n<p><b>&nbsp;</b>此前，巫天华曾在2020年三季度业绩会中表示，相信未来12-24个月内，海外客户能占到公司新增入金客户的一半以上。随着该目标比预期提早半年实现，老虎证券正在锚定更宽广的国际化赛道。</p>\n<p>&nbsp;“券商行业处于代际更替的节点，第三代科技券商终通过强大技术和组织进化力逐步取代传统券商。老虎证券一直以来旨在打造一个世界级的交易产品，通过坚持前中后台自研，不断优化用户体验。”巫天华强调，全球用户对于优质产品和服务的需求是相通的，不会拒绝全新科技生产力所带来的投资体验升级。</p>\n<p><img src=\"https://static.tigerbbs.com/e543653b21250deadbdd6eeff85cce65\" tg-width=\"1080\" tg-height=\"1527\" referrerpolicy=\"no-referrer\"></p>\n<p>&nbsp;从发展轨迹来看，老虎证券在创业初期抓住华人地区投资者投资美港股存在痛点的市场窗口，推出新一代满足用户需求的交易平台降维进攻并成功立足市场。随着产品护城河和品牌影响力的不断提升，再加上投资散户化的大势所趋，公司将步伐迈往更大的全球市场“水到渠成”。</p>\n<p>&nbsp;据悉，为了进一步加强资源协同以保证国际化运营效率，老虎证券已成立增长、数据和技术中台，以更好支持代码策略灵活配置保障本地化体验。</p>\n<p>&nbsp;“经过七年的沉淀，老虎作为头部互联网券商的品牌影响力和口碑、技术积累以及强大的进化力让我们具备发力更广疆域的能力。我们的愿景是成为世界一流科技券商，用科技不断为客户创造增量价值，将中国技术带向世界。”巫天华说。</p>\n<p>&nbsp;对于老虎证券而言，真正的蝶变才刚刚开始。</p>\n<p><img src=\"https://static.tigerbbs.com/e3c0d2fecd992af9cc610910b2e7394b\" tg-width=\"509\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/eb88831aeee93df3a0e3d746d13f5107","relate_stocks":{"TIGR":"老虎证券"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159028389","content_text":"【正在直播】老虎7周年Open Day\n老虎证券正处于肉眼可见的变革中。\n 6月12日，在老虎证券七周年Open Day现场，创始人及CEO巫天华表示公司正全力加速国际化，目标是成为世界一流科技券商。\n 2021年一季度，老虎证券曾宣布将进入美国市场。巫天华透露，截止目前，美国子公司累计入金客户中非华人占比已超过一半。老虎证券的海外运营数据正在颠覆外界对其的刻板印象。\n “不少人对老虎证券的印象还停留在服务全球华人用户时期，但实际上我们的产品也已获得了很多非华人用户的认可。老虎海外的英文版本受到美国、新加坡用户的欢迎。接下来，公司会继续集中兵力提升产品和技术竞争力，加速国际化扩张。”巫天华表示，在客户增速创下新高的一季度，海外客户占据新增入金客户的半壁江山，充分展现公司国际化能力。\n\n 老虎证券成立于2014年，在过去7年里，老虎凭借领先的技术和一站式交易体验，在2020年10月以创纪录的速度迈入百万开户客户行列。2020年，公司正式开启国际化，而此时的证券行业也处于巨变中：史无前例的全球放水以及更低的投资参与门槛促使全球年轻投资者蜂拥涌入市场。一方面，行业结构的变化让老虎证券对国际化所能打开的成长前景更有信心。另一方面，凭借前期对产品充分的打磨，老虎证券在新加坡顺利抓住此次历史机遇，登顶新加坡热门财务类应用（iOS APP Store）榜单，2021年一季度新增用户超越去年总和。\n 此前，巫天华曾在2020年三季度业绩会中表示，相信未来12-24个月内，海外客户能占到公司新增入金客户的一半以上。随着该目标比预期提早半年实现，老虎证券正在锚定更宽广的国际化赛道。\n “券商行业处于代际更替的节点，第三代科技券商终通过强大技术和组织进化力逐步取代传统券商。老虎证券一直以来旨在打造一个世界级的交易产品，通过坚持前中后台自研，不断优化用户体验。”巫天华强调，全球用户对于优质产品和服务的需求是相通的，不会拒绝全新科技生产力所带来的投资体验升级。\n\n 从发展轨迹来看，老虎证券在创业初期抓住华人地区投资者投资美港股存在痛点的市场窗口，推出新一代满足用户需求的交易平台降维进攻并成功立足市场。随着产品护城河和品牌影响力的不断提升，再加上投资散户化的大势所趋，公司将步伐迈往更大的全球市场“水到渠成”。\n 据悉，为了进一步加强资源协同以保证国际化运营效率，老虎证券已成立增长、数据和技术中台，以更好支持代码策略灵活配置保障本地化体验。\n “经过七年的沉淀，老虎作为头部互联网券商的品牌影响力和口碑、技术积累以及强大的进化力让我们具备发力更广疆域的能力。我们的愿景是成为世界一流科技券商，用科技不断为客户创造增量价值，将中国技术带向世界。”巫天华说。\n 对于老虎证券而言，真正的蝶变才刚刚开始。","news_type":1},"isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":180449129,"gmtCreate":1623223065561,"gmtModify":1704198672519,"author":{"id":"3573348577250194","authorId":"3573348577250194","name":"开始动","avatar":"https://static.tigerbbs.com/2a9c7b5059675ea831ba5b42ef1948ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573348577250194","authorIdStr":"3573348577250194"},"themes":[],"htmlText":"Wow&nbsp;","listText":"Wow&nbsp;","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/180449129","repostId":"1134112696","repostType":2,"repost":{"id":"1134112696","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623153084,"share":"https://ttm.financial/m/news/1134112696?lang=&edition=fundamental","pubTime":"2021-06-08 19:51","market":"us","language":"en","title":"Toplines Before US Market Open on Tuesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1134112696","media":"Tiger Newspress","summary":"(June 8) U.S. stock futures were mixed Tuesday, putting the Dow on course for a tepid slide at the o","content":"<p>(June 8)&nbsp;U.S. stock futures were mixed Tuesday, putting the Dow on course for a tepid slide at the opening bell as investors awaited data on the scale of the trade deficit.</p><p>Futures tied to the broad S&amp;P 500 index wavered between gains and losses. Dow Jones Industrial Average futures ticked 0.2% lower. On Monday,the blue-chip index briefly climbed into record territorybefore ending the session down 0.4%. Nasdaq-100 futures edged up 0.2%, pointing to subdued gains for technology stocks.</p><p>At 7:52 a.m. ET, Dow e-minis were down 18 points, or 0.05%, S&amp;P 500 e-minis were up 5.25 points, or 0.12%, and Nasdaq 100 e-minis were up 56.25 points, or 0.41%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34abbee54469fe0e570dce762d9a8f6a\" tg-width=\"1242\" tg-height=\"528\"><span>At 7:52 a.m. ET</span></p><p>Stocks have been range bound in recent sessions, with indexes hovering close to record levels due to a rapidly rebounding U.S. economy and significant levels of support from Washington and the Federal Reserve. The market’s moves in recent weeks have moderated amidinflation concerns. Investors say they are settling in for a period of choppy trading while they await fresh clues on whether a sharp rise in consumer prices will prove to be fleeting.</p><p><b>U.S. trade deficit narrows to $68.9 billion in April from record $75 billion in prior month.</b></p><p><b>Stock-index futures remain flat to slightly higher after trade data.</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f387907a1739ecc654e10c7d6dc8135\" tg-width=\"1242\" tg-height=\"510\"><span>At 8:33 a.m. ET</span></p><p><b>Stocks making the biggest moves in the premarket:</b></p><p><b>1)&nbsp;Stitch Fix(SFIX)</b> – Stitch Fix lost 18 cents per share for its first quarter, smaller than the 27 cents a share loss that analysts were anticipating. The online clothing styling company's revenue came in above estimates. Stitch Fix also issued an upbeat forecast, amid 20% growth in its active client base compared to a year ago. Shares soared 14.8% in premarket action.</p><p><b>2)&nbsp;Contango Oil &amp; Gas(MCF) </b>– The energy producer agreed to combine withKKR's(KKR) Independence Energy business in an all-stock deal. The combined company will have an initial market capitalization of about $4.8 billion. Contango shares jumped 10.3% in premarket trading.</p><p><b>3)&nbsp;Coupa Software(COUP) </b>– Coupa reported quarterly earnings of 7 cents per share, compared to Wall Street forecasts for a 19 cents per share loss. Revenue beat estimates, and the financial software company also issued an upbeat outlook. Despite the upbeat numbers, Coupa shares tumbled 9.2% in premarket trading.</p><p><b>4)&nbsp;Thor Industries(THO)</b> – The recreational vehicle maker's shares jumped 3.4% in the premarket after it beat estimates on both the top and bottom lines for its fiscal third quarter. Sales more than doubled compared to a year ago, and the company said it sees no signs of demand slowing.</p><p><b>5)&nbsp;Chico’s FAS(CHS) </b>– Chico’s surged 6.6% in the premarket after the apparel retailer said it was taking all appropriate steps to improve performance and increase shareholder value. The statement was in response to a letter sent to management by activist investor Barington Capital. Separately, Chico’s reported quarterly earnings and sales that topped Wall Street forecasts.</p><p><b>6)&nbsp;Fastly(FSLY)</b> – The cloud computing company’s shares fell 1.7% in the premarket, but came off earlier lows stemming froman internet outageimpacting Fastly-backed websites. Shortly after the outage hit, Fastly said it had identified the issue and that a fix was being implemented.</p><p><b>7)&nbsp;Tesla(TSLA) </b>– The automaker delivered 33,463 China-made vehicles in that market in May, up 29% from April when production was impacted by a maintenance shutdown. Tesla rose 3% in the premarket.</p><p><b>8)&nbsp;AMC Entertainment(AMC)</b> – AMC insiders have been selling shares amid a social media-fueled rally in the movie theater operator’s stock. According to a study of insider filings done by analytics firm InsiderScore, seven AMC insiders have sold parts of their stakes since May 28, among nine who have executed sales this quarter though CEO Adam Aron is not among them. There were no AMC insider sales in 2020. AMC added 4.3% in the premarket.</p><p><b>9)&nbsp;Marvell Technology(MRVL)</b> – Marvell shares jumped 5.5% in premarket trading after it beat Wall Street estimates on both the top and bottom lines for its first quarter. The chip maker also expects its current-quarter revenue will surpass $1 billion for the first time.</p><p><b>10)&nbsp;Keurig Dr Pepper(KDP) </b>– The beverage company’s stock lost 3.6% in the premarket after it announced a secondary offering of 28 million common stock shares, to be sold on behalf of food producer and Keurig Dr Pepper shareholderMondelez(MDLZ). Keurig Dr Pepper will not receive any proceeds from the offering.</p><p><b>11)&nbsp;Vail Resorts(MTN) </b>– Vail Resorts beat estimates by 18 cents a share, with quarterly profit of $6.72 per share. The resort operator also saw revenue top forecasts. Vail said pass sales were up 50% by units and 33% by dollars compared to pre-pandemic results in 2019, as the company slashed season pass sale prices by 20%.</p><p><b>12)&nbsp;Etsy(ETSY)</b> – Etsy announced a private offering of $1 billion in convertible senior notes, with the online crafts marketplace planning to use the proceeds to fund stock buybacks and for general corporate purposes. Etsy fell 1.9% in premarket trading.</p><p><b>Since 2008, this has been the biggest signal for stock direction. Here’s where it’s telling investors to go now.</b></p><p>The summer lull is real for investors right now, as stock catalysts seem few and far between. Thursday’s update on consumer prices could bring the next one, after May dataspooked markets last month.</p><p>With equitiesSPX,-0.08%hovering at record highs amid a mind-blowing recovery from the COVID-19 pandemic slump, investors want to know when and how central banks will start responding to signs of surging global inflation. And as not all stocks are built alike for different stages of a recovery, many rightly want to know if they are betting on the right ones.</p><p>They should start by keeping an eye on what has been the most reliable indicator for stock direction since 2008 — the 10-year bond yieldTMUBMUSD10Y,1.541%,according to The Leuthold Group’s chief investment strategist, Jim Paulsen, who provides our<b>call of the day</b>.</p><p>Since the 2008-09 financial crisis, “the bond market has been determining, or at least coincidentally signaling” which groups of stocks will be the winners and losers, he told clients in a note. That has been particularly true for several popular themes including cyclicals, growth investing, small-caps, etc.</p><p>For example, via the below charts he showed how defensive sectors, such as utilities and staples or low-volatility investments, only do well when bond yields are headed lower:</p><p></p><p><img src=\"https://static.tigerbbs.com/96c7d981e160fe9dea266dbe88c5eb97\" tg-width=\"1259\" tg-height=\"490\" referrerpolicy=\"no-referrer\"></p><p><i>The Leuthold Group</i></p><p></p><p>So should the yield on the 10-year, currently hovering at 1.561%, make another run at 2%, that group is likely to underperform, he said. But if the economy is headed for overheat pressures and yields are set to rise, history has shown the most volatile stocks are often winner, he added.</p><p>Paulsen pointed to the below charts of small-cap stocks, cyclical sectors and emerging markets that are “often the winners during periods in which rising yields cause stock market mayhem.”</p><p></p><p><img src=\"https://static.tigerbbs.com/58ad9970b8d52f5524ef4da54113986a\" tg-width=\"1260\" tg-height=\"461\" referrerpolicy=\"no-referrer\"></p><p><i>The Leuthold Group</i></p><p></p><p></p><p><img src=\"https://static.tigerbbs.com/13d5f3bc8075fad7b17676c51ffadaed\" tg-width=\"1259\" tg-height=\"929\" referrerpolicy=\"no-referrer\"></p><p>The Leuthold Group</p><p></p><p>And the strategist is among those who do indeed see yields rising.</p><p>“The recent pause in the 10-year yield despite escalating inflation expectations has been puzzling. Moreover, if yields continue to trend sideways or retrace part of their recent advance, defensive investments, including growth stocks, will likely be stock market leaders,” wrote Paulsen.</p><p>He expects another leg higher for that yield, pushing it above 2%, likely by the end of 2021. And that means “stock investors should heed the bond market’s message and drive a few of those fast ‘cyclical’ stock cars!”</p>","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>Toplines Before US Market Open on Tuesday</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\">\nToplines Before US Market Open on Tuesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-08 19:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(June 8)&nbsp;U.S. stock futures were mixed Tuesday, putting the Dow on course for a tepid slide at the opening bell as investors awaited data on the scale of the trade deficit.</p><p>Futures tied to the broad S&amp;P 500 index wavered between gains and losses. Dow Jones Industrial Average futures ticked 0.2% lower. On Monday,the blue-chip index briefly climbed into record territorybefore ending the session down 0.4%. Nasdaq-100 futures edged up 0.2%, pointing to subdued gains for technology stocks.</p><p>At 7:52 a.m. ET, Dow e-minis were down 18 points, or 0.05%, S&amp;P 500 e-minis were up 5.25 points, or 0.12%, and Nasdaq 100 e-minis were up 56.25 points, or 0.41%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34abbee54469fe0e570dce762d9a8f6a\" tg-width=\"1242\" tg-height=\"528\"><span>At 7:52 a.m. ET</span></p><p>Stocks have been range bound in recent sessions, with indexes hovering close to record levels due to a rapidly rebounding U.S. economy and significant levels of support from Washington and the Federal Reserve. The market’s moves in recent weeks have moderated amidinflation concerns. Investors say they are settling in for a period of choppy trading while they await fresh clues on whether a sharp rise in consumer prices will prove to be fleeting.</p><p><b>U.S. trade deficit narrows to $68.9 billion in April from record $75 billion in prior month.</b></p><p><b>Stock-index futures remain flat to slightly higher after trade data.</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f387907a1739ecc654e10c7d6dc8135\" tg-width=\"1242\" tg-height=\"510\"><span>At 8:33 a.m. ET</span></p><p><b>Stocks making the biggest moves in the premarket:</b></p><p><b>1)&nbsp;Stitch Fix(SFIX)</b> – Stitch Fix lost 18 cents per share for its first quarter, smaller than the 27 cents a share loss that analysts were anticipating. The online clothing styling company's revenue came in above estimates. Stitch Fix also issued an upbeat forecast, amid 20% growth in its active client base compared to a year ago. Shares soared 14.8% in premarket action.</p><p><b>2)&nbsp;Contango Oil &amp; Gas(MCF) </b>– The energy producer agreed to combine withKKR's(KKR) Independence Energy business in an all-stock deal. The combined company will have an initial market capitalization of about $4.8 billion. Contango shares jumped 10.3% in premarket trading.</p><p><b>3)&nbsp;Coupa Software(COUP) </b>– Coupa reported quarterly earnings of 7 cents per share, compared to Wall Street forecasts for a 19 cents per share loss. Revenue beat estimates, and the financial software company also issued an upbeat outlook. Despite the upbeat numbers, Coupa shares tumbled 9.2% in premarket trading.</p><p><b>4)&nbsp;Thor Industries(THO)</b> – The recreational vehicle maker's shares jumped 3.4% in the premarket after it beat estimates on both the top and bottom lines for its fiscal third quarter. Sales more than doubled compared to a year ago, and the company said it sees no signs of demand slowing.</p><p><b>5)&nbsp;Chico’s FAS(CHS) </b>– Chico’s surged 6.6% in the premarket after the apparel retailer said it was taking all appropriate steps to improve performance and increase shareholder value. The statement was in response to a letter sent to management by activist investor Barington Capital. Separately, Chico’s reported quarterly earnings and sales that topped Wall Street forecasts.</p><p><b>6)&nbsp;Fastly(FSLY)</b> – The cloud computing company’s shares fell 1.7% in the premarket, but came off earlier lows stemming froman internet outageimpacting Fastly-backed websites. Shortly after the outage hit, Fastly said it had identified the issue and that a fix was being implemented.</p><p><b>7)&nbsp;Tesla(TSLA) </b>– The automaker delivered 33,463 China-made vehicles in that market in May, up 29% from April when production was impacted by a maintenance shutdown. Tesla rose 3% in the premarket.</p><p><b>8)&nbsp;AMC Entertainment(AMC)</b> – AMC insiders have been selling shares amid a social media-fueled rally in the movie theater operator’s stock. According to a study of insider filings done by analytics firm InsiderScore, seven AMC insiders have sold parts of their stakes since May 28, among nine who have executed sales this quarter though CEO Adam Aron is not among them. There were no AMC insider sales in 2020. AMC added 4.3% in the premarket.</p><p><b>9)&nbsp;Marvell Technology(MRVL)</b> – Marvell shares jumped 5.5% in premarket trading after it beat Wall Street estimates on both the top and bottom lines for its first quarter. The chip maker also expects its current-quarter revenue will surpass $1 billion for the first time.</p><p><b>10)&nbsp;Keurig Dr Pepper(KDP) </b>– The beverage company’s stock lost 3.6% in the premarket after it announced a secondary offering of 28 million common stock shares, to be sold on behalf of food producer and Keurig Dr Pepper shareholderMondelez(MDLZ). Keurig Dr Pepper will not receive any proceeds from the offering.</p><p><b>11)&nbsp;Vail Resorts(MTN) </b>– Vail Resorts beat estimates by 18 cents a share, with quarterly profit of $6.72 per share. The resort operator also saw revenue top forecasts. Vail said pass sales were up 50% by units and 33% by dollars compared to pre-pandemic results in 2019, as the company slashed season pass sale prices by 20%.</p><p><b>12)&nbsp;Etsy(ETSY)</b> – Etsy announced a private offering of $1 billion in convertible senior notes, with the online crafts marketplace planning to use the proceeds to fund stock buybacks and for general corporate purposes. Etsy fell 1.9% in premarket trading.</p><p><b>Since 2008, this has been the biggest signal for stock direction. Here’s where it’s telling investors to go now.</b></p><p>The summer lull is real for investors right now, as stock catalysts seem few and far between. Thursday’s update on consumer prices could bring the next one, after May dataspooked markets last month.</p><p>With equitiesSPX,-0.08%hovering at record highs amid a mind-blowing recovery from the COVID-19 pandemic slump, investors want to know when and how central banks will start responding to signs of surging global inflation. And as not all stocks are built alike for different stages of a recovery, many rightly want to know if they are betting on the right ones.</p><p>They should start by keeping an eye on what has been the most reliable indicator for stock direction since 2008 — the 10-year bond yieldTMUBMUSD10Y,1.541%,according to The Leuthold Group’s chief investment strategist, Jim Paulsen, who provides our<b>call of the day</b>.</p><p>Since the 2008-09 financial crisis, “the bond market has been determining, or at least coincidentally signaling” which groups of stocks will be the winners and losers, he told clients in a note. That has been particularly true for several popular themes including cyclicals, growth investing, small-caps, etc.</p><p>For example, via the below charts he showed how defensive sectors, such as utilities and staples or low-volatility investments, only do well when bond yields are headed lower:</p><p></p><p><img src=\"https://static.tigerbbs.com/96c7d981e160fe9dea266dbe88c5eb97\" tg-width=\"1259\" tg-height=\"490\" referrerpolicy=\"no-referrer\"></p><p><i>The Leuthold Group</i></p><p></p><p>So should the yield on the 10-year, currently hovering at 1.561%, make another run at 2%, that group is likely to underperform, he said. But if the economy is headed for overheat pressures and yields are set to rise, history has shown the most volatile stocks are often winner, he added.</p><p>Paulsen pointed to the below charts of small-cap stocks, cyclical sectors and emerging markets that are “often the winners during periods in which rising yields cause stock market mayhem.”</p><p></p><p><img src=\"https://static.tigerbbs.com/58ad9970b8d52f5524ef4da54113986a\" tg-width=\"1260\" tg-height=\"461\" referrerpolicy=\"no-referrer\"></p><p><i>The Leuthold Group</i></p><p></p><p></p><p><img src=\"https://static.tigerbbs.com/13d5f3bc8075fad7b17676c51ffadaed\" tg-width=\"1259\" tg-height=\"929\" referrerpolicy=\"no-referrer\"></p><p>The Leuthold Group</p><p></p><p>And the strategist is among those who do indeed see yields rising.</p><p>“The recent pause in the 10-year yield despite escalating inflation expectations has been puzzling. Moreover, if yields continue to trend sideways or retrace part of their recent advance, defensive investments, including growth stocks, will likely be stock market leaders,” wrote Paulsen.</p><p>He expects another leg higher for that yield, pushing it above 2%, likely by the end of 2021. And that means “stock investors should heed the bond market’s message and drive a few of those fast ‘cyclical’ stock cars!”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134112696","content_text":"(June 8) U.S. stock futures were mixed Tuesday, putting the Dow on course for a tepid slide at the opening bell as investors awaited data on the scale of the trade deficit.Futures tied to the broad S&P 500 index wavered between gains and losses. Dow Jones Industrial Average futures ticked 0.2% lower. On Monday,the blue-chip index briefly climbed into record territorybefore ending the session down 0.4%. Nasdaq-100 futures edged up 0.2%, pointing to subdued gains for technology stocks.At 7:52 a.m. ET, Dow e-minis were down 18 points, or 0.05%, S&P 500 e-minis were up 5.25 points, or 0.12%, and Nasdaq 100 e-minis were up 56.25 points, or 0.41%.At 7:52 a.m. ETStocks have been range bound in recent sessions, with indexes hovering close to record levels due to a rapidly rebounding U.S. economy and significant levels of support from Washington and the Federal Reserve. The market’s moves in recent weeks have moderated amidinflation concerns. Investors say they are settling in for a period of choppy trading while they await fresh clues on whether a sharp rise in consumer prices will prove to be fleeting.U.S. trade deficit narrows to $68.9 billion in April from record $75 billion in prior month.Stock-index futures remain flat to slightly higher after trade data.At 8:33 a.m. ETStocks making the biggest moves in the premarket:1) Stitch Fix(SFIX) – Stitch Fix lost 18 cents per share for its first quarter, smaller than the 27 cents a share loss that analysts were anticipating. The online clothing styling company's revenue came in above estimates. Stitch Fix also issued an upbeat forecast, amid 20% growth in its active client base compared to a year ago. Shares soared 14.8% in premarket action.2) Contango Oil & Gas(MCF) – The energy producer agreed to combine withKKR's(KKR) Independence Energy business in an all-stock deal. The combined company will have an initial market capitalization of about $4.8 billion. Contango shares jumped 10.3% in premarket trading.3) Coupa Software(COUP) – Coupa reported quarterly earnings of 7 cents per share, compared to Wall Street forecasts for a 19 cents per share loss. Revenue beat estimates, and the financial software company also issued an upbeat outlook. Despite the upbeat numbers, Coupa shares tumbled 9.2% in premarket trading.4) Thor Industries(THO) – The recreational vehicle maker's shares jumped 3.4% in the premarket after it beat estimates on both the top and bottom lines for its fiscal third quarter. Sales more than doubled compared to a year ago, and the company said it sees no signs of demand slowing.5) Chico’s FAS(CHS) – Chico’s surged 6.6% in the premarket after the apparel retailer said it was taking all appropriate steps to improve performance and increase shareholder value. The statement was in response to a letter sent to management by activist investor Barington Capital. Separately, Chico’s reported quarterly earnings and sales that topped Wall Street forecasts.6) Fastly(FSLY) – The cloud computing company’s shares fell 1.7% in the premarket, but came off earlier lows stemming froman internet outageimpacting Fastly-backed websites. Shortly after the outage hit, Fastly said it had identified the issue and that a fix was being implemented.7) Tesla(TSLA) – The automaker delivered 33,463 China-made vehicles in that market in May, up 29% from April when production was impacted by a maintenance shutdown. Tesla rose 3% in the premarket.8) AMC Entertainment(AMC) – AMC insiders have been selling shares amid a social media-fueled rally in the movie theater operator’s stock. According to a study of insider filings done by analytics firm InsiderScore, seven AMC insiders have sold parts of their stakes since May 28, among nine who have executed sales this quarter though CEO Adam Aron is not among them. There were no AMC insider sales in 2020. AMC added 4.3% in the premarket.9) Marvell Technology(MRVL) – Marvell shares jumped 5.5% in premarket trading after it beat Wall Street estimates on both the top and bottom lines for its first quarter. The chip maker also expects its current-quarter revenue will surpass $1 billion for the first time.10) Keurig Dr Pepper(KDP) – The beverage company’s stock lost 3.6% in the premarket after it announced a secondary offering of 28 million common stock shares, to be sold on behalf of food producer and Keurig Dr Pepper shareholderMondelez(MDLZ). Keurig Dr Pepper will not receive any proceeds from the offering.11) Vail Resorts(MTN) – Vail Resorts beat estimates by 18 cents a share, with quarterly profit of $6.72 per share. The resort operator also saw revenue top forecasts. Vail said pass sales were up 50% by units and 33% by dollars compared to pre-pandemic results in 2019, as the company slashed season pass sale prices by 20%.12) Etsy(ETSY) – Etsy announced a private offering of $1 billion in convertible senior notes, with the online crafts marketplace planning to use the proceeds to fund stock buybacks and for general corporate purposes. Etsy fell 1.9% in premarket trading.Since 2008, this has been the biggest signal for stock direction. Here’s where it’s telling investors to go now.The summer lull is real for investors right now, as stock catalysts seem few and far between. Thursday’s update on consumer prices could bring the next one, after May dataspooked markets last month.With equitiesSPX,-0.08%hovering at record highs amid a mind-blowing recovery from the COVID-19 pandemic slump, investors want to know when and how central banks will start responding to signs of surging global inflation. And as not all stocks are built alike for different stages of a recovery, many rightly want to know if they are betting on the right ones.They should start by keeping an eye on what has been the most reliable indicator for stock direction since 2008 — the 10-year bond yieldTMUBMUSD10Y,1.541%,according to The Leuthold Group’s chief investment strategist, Jim Paulsen, who provides ourcall of the day.Since the 2008-09 financial crisis, “the bond market has been determining, or at least coincidentally signaling” which groups of stocks will be the winners and losers, he told clients in a note. That has been particularly true for several popular themes including cyclicals, growth investing, small-caps, etc.For example, via the below charts he showed how defensive sectors, such as utilities and staples or low-volatility investments, only do well when bond yields are headed lower:The Leuthold GroupSo should the yield on the 10-year, currently hovering at 1.561%, make another run at 2%, that group is likely to underperform, he said. But if the economy is headed for overheat pressures and yields are set to rise, history has shown the most volatile stocks are often winner, he added.Paulsen pointed to the below charts of small-cap stocks, cyclical sectors and emerging markets that are “often the winners during periods in which rising yields cause stock market mayhem.”The Leuthold GroupThe Leuthold GroupAnd the strategist is among those who do indeed see yields rising.“The recent pause in the 10-year yield despite escalating inflation expectations has been puzzling. Moreover, if yields continue to trend sideways or retrace part of their recent advance, defensive investments, including growth stocks, will likely be stock market leaders,” wrote Paulsen.He expects another leg higher for that yield, pushing it above 2%, likely by the end of 2021. And that means “stock investors should heed the bond market’s message and drive a few of those fast ‘cyclical’ stock cars!”","news_type":1},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":116650310,"gmtCreate":1622797886730,"gmtModify":1704191390639,"author":{"id":"3573348577250194","authorId":"3573348577250194","name":"开始动","avatar":"https://static.tigerbbs.com/2a9c7b5059675ea831ba5b42ef1948ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573348577250194","authorIdStr":"3573348577250194"},"themes":[],"htmlText":"Wow&nbsp;","listText":"Wow&nbsp;","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/116650310","repostId":"1119065822","repostType":4,"repost":{"id":"1119065822","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1622796003,"share":"https://ttm.financial/m/news/1119065822?lang=&edition=fundamental","pubTime":"2021-06-04 16:40","market":"hk","language":"zh","title":"市场综述：1700亿教育巨头逆势大涨，北水4亿狂买一股","url":"https://stock-news.laohu8.com/highlight/detail?id=1119065822","media":"老虎资讯综合","summary":"摘要：恒指收跌0.17%，新东方持续下跌，今日再跌15%，年初至今股价腰斩，市值1175亿港元。吉利汽车不断反弹，自低点涨超30%，南下资金4日扫货超4亿；A股近期争夺剧烈，市场板块快速波动，1700","content":"<blockquote>摘要：恒指收跌0.17%，新东方持续下跌，今日再跌15%，年初至今股价腰斩，市值1175亿港元。吉利汽车不断反弹，自低点涨超30%，南下资金4日扫货超4亿；A股近期争夺剧烈，市场板块快速波动，1700亿教育股“逆势”大涨；猝不及防！券商股盘中集体异动；欧股、美股三大指数期货涨跌不一，全球静待重磅数据公布；国际油价几乎企稳，需求复苏情绪受到一消极因素拖累；国际金价在创出逾两周低点后反弹转升。</blockquote><p><b>港股</b></p><p>今日早盘，恒指低开高走，午后走低，截至收盘，恒指跌0.17%，报28918.1点，国企指数跌0.2%，红筹指数涨0.43%。恒生科技指数大跌，万国数据跌超5%，新东方在线跌超4%。</p><p><img src=\"https://static.tigerbbs.com/de1d5a7adf35b2fcfd8f6336f21d5f5e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>餐饮股集体走低，颐海国际跌近10%，海底捞跌超6%，九毛九、呷哺呷哺跌3%。近期广东省疫情升温，市场或担心防控升级，昨晚广州市番禺区发通告表示，将暂停餐饮单位堂食的范围扩大至全区所有餐饮服务单位。</p><p>泡泡玛特收涨1.69%，泡泡玛特回应“女性面试表格需填生育计划”一事：首先，我们诚恳地向受到困扰的朋友们道歉。经调查发现，个别分公司招聘文件未按总公司要求调整，管理层意识到，过去几年公司快速发展过程中管理上出现了一些问题。对此，我们高度重视并积极改进。</p><p>新东方持续下跌，今日再跌15%，年初至今股价腰斩，市值1175亿港元。因存在虚假宣传和价格欺诈等违法行为，市场监管部门对作业帮、猿辅导、新东方、学而思等15家校外培训机构予以顶格罚款，罚金合计3650万元。此后，富时罗素6月2日宣布富时中国A50指数将剔除新东方(09901)。</p><p>吉利汽车不断反弹，自低点涨超30%，今日再涨6%，南下资金不断增持吉利，近4个交易日增持超1000万股，涉资超4亿。</p><p>美团跌1.69%。消息面上，中国市监总局要求美团等“共享消费”企业规范价格和竞争，在收到行政指导书30日内提交整改报告。此外，联交所披露的资料显示，美团CEO王兴签订股票转让计划，将 5731.9万A类股转为 B类股，并将此部分B类股注入王兴基金会。该基金将专门用于推动教育与科研等公益事业。根据6月2日美团收盘价311.8港元计算，基金股份市值约合179亿。资料显示，该基金当日已完成约935万股（市值约合29亿港元）的公益捐赠。</p><p><b>A股</b></p><p>周五早盘，A股三大股指纷纷低开，随后逐步震荡回暖，昨日走强的上海本地股今日迅速降温，临近午盘，在券商股的拉动下，三大股指集体异动拉升，午后开盘不久，银行股接力拉盘，沪指快速收复3600点关口，但在高位并未维持较长时间，随后冲高回落，沪指盘中一度翻绿，临近尾盘再度小幅上扬。</p><p><img src=\"https://static.tigerbbs.com/5ce861779f368726002e44d5c7ead90f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>截至收盘，沪指涨0.21%，报3591.84点，深成指涨0.74%，报14870.91点，创业板指涨1.28%，报3242.61点。两市成交额约9300亿，北向资金实际净流入30.67亿元。两市76股涨停，15股跌停（含ST）。</p><p>行业板块方面，酿酒行业、电子元件、材料行业、多元金融、券商信托等行业涨幅居前，煤炭采选、石油行业、钢铁行业、贵金属、有色金属等行业跌幅居前，白酒、钠离子电池、盐湖提锂、固态电池、第三代半导体等概念表现活跃。</p><p>概念板块方面，白酒行业盘中持续拉升，午后掀起一轮涨停潮；锂电池板块大幅走强，半导体板块走高，券商股盘中异动拉升；上海本地股回落，黑色系集体回落。</p><p>个股方面，中公教育逆势涨超9%。昨晚，美股中概股的教育板块跌幅较大，好未来、新东方都跌超12%，近期教育股受到政策打压。不过，A股的教育龙头股中公教育，今日上午却逆势暴涨9%，市值达到1700亿。中公教育近日发布公告，宣布调整非公开发行A股股票方案，将本次非公开发行A股股票募集资金总额由不超过59.9亿元调减为不超过39.0亿元。</p><p>宁德时代涨超4%，万亿级锂电池巨头宁德时代，被传出要在上海建电池厂消息。6月3日消息，据国外媒体报道，据两位知情人士透露，锂离子电池制造商宁德时代（CATL）正计划在上海新建一家大型汽车电池工厂。虽然宁德时代表示不予回应，但今天锂电涨势如虹。</p><p><b>美股</b></p><p>周五盘前时段，美股三大指数期货涨跌不一。投资者正密切关注晚上即将发布的5月就业报告，该报告将重新审视劳动力市场复苏的力度，以及经济是否已经复苏到支持美联储改变货币政策的立场，开始缩减流动性。</p><p>经济学家一致认为，非农就业人数将增加 67.4万人，创3月以来的最高水平，失业率将下滑至5.9%为疫情以来的新低。</p><p><img src=\"https://static.tigerbbs.com/84094093e6833e2e64ca0fb9d3df4fda\" tg-width=\"1242\" tg-height=\"520\" referrerpolicy=\"no-referrer\">在美上市中概教育股继续杀估值。新东方跌超3%，高途跌近2%，好未来跌1.4%。周四美股收盘，好未来收跌13.16%，高途收跌13.83%，新东方收跌12.08%。</p><p><b>欧洲股市</b></p><p>欧洲股市涨跌不一。全球聚焦今晚即将公布的5月非农就业数据，强劲的数据可能会加剧市场对美联储更快缩减刺激计划的担忧。</p><p><img src=\"https://static.tigerbbs.com/3ad3202e82589e023fb41aeca0c2f614\" tg-width=\"772\" tg-height=\"354\" referrerpolicy=\"no-referrer\"></p><p><b>大宗商品</b></p><p>国际油价持稳，但上涨势头放慢，因为对新冠疫苗在全球范围内接种不平均的担忧，削弱了对燃料需求复苏的乐观情绪。亚洲发达国家和全球新兴经济体疫苗接种进度迟缓。市场参与者可能会重新追踪更广泛金融市场情绪，下一个时间节点是日内晚些时候即将公布的美国5月就业非农就业。</p><p>富国投资研究所（Wells Fargo investment Institute）投资策略分析师Austin</p><p>Pickle表示，如果达成伊核协议，额外的伊朗原油将是油价的一个不利因素。但原油价格走软可能只是暂时的。</p><p>截至发稿，WTI原油7月期货合约日内涨0.36%，报69.06美元/桶；布油现金8月期货合约日内涨0.29%，报71.52美元/桶。</p><p><img src=\"https://static.tigerbbs.com/ca7135f27aa8cbf667ceb3a3a98056ee\" tg-width=\"1242\" tg-height=\"1015\" referrerpolicy=\"no-referrer\"></p><p><b>黄金期货日内微涨。</b>国际金价在创出逾两周低点后反弹转升，投资者在美国公布5月非农就业数据前保持谨慎。受美元走强拖累，金价隔夜重挫近2%，因为市场正押注美联储可能即将缩减刺激。达拉斯联储主席卡普兰已再次呼吁美联储尽早开始讨论减少对经济的支持。</p><p><img 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n市场综述：1700亿教育巨头逆势大涨，北水4亿狂买一股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-04 16:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>摘要：恒指收跌0.17%，新东方持续下跌，今日再跌15%，年初至今股价腰斩，市值1175亿港元。吉利汽车不断反弹，自低点涨超30%，南下资金4日扫货超4亿；A股近期争夺剧烈，市场板块快速波动，1700亿教育股“逆势”大涨；猝不及防！券商股盘中集体异动；欧股、美股三大指数期货涨跌不一，全球静待重磅数据公布；国际油价几乎企稳，需求复苏情绪受到一消极因素拖累；国际金价在创出逾两周低点后反弹转升。</blockquote><p><b>港股</b></p><p>今日早盘，恒指低开高走，午后走低，截至收盘，恒指跌0.17%，报28918.1点，国企指数跌0.2%，红筹指数涨0.43%。恒生科技指数大跌，万国数据跌超5%，新东方在线跌超4%。</p><p><img src=\"https://static.tigerbbs.com/de1d5a7adf35b2fcfd8f6336f21d5f5e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>餐饮股集体走低，颐海国际跌近10%，海底捞跌超6%，九毛九、呷哺呷哺跌3%。近期广东省疫情升温，市场或担心防控升级，昨晚广州市番禺区发通告表示，将暂停餐饮单位堂食的范围扩大至全区所有餐饮服务单位。</p><p>泡泡玛特收涨1.69%，泡泡玛特回应“女性面试表格需填生育计划”一事：首先，我们诚恳地向受到困扰的朋友们道歉。经调查发现，个别分公司招聘文件未按总公司要求调整，管理层意识到，过去几年公司快速发展过程中管理上出现了一些问题。对此，我们高度重视并积极改进。</p><p>新东方持续下跌，今日再跌15%，年初至今股价腰斩，市值1175亿港元。因存在虚假宣传和价格欺诈等违法行为，市场监管部门对作业帮、猿辅导、新东方、学而思等15家校外培训机构予以顶格罚款，罚金合计3650万元。此后，富时罗素6月2日宣布富时中国A50指数将剔除新东方(09901)。</p><p>吉利汽车不断反弹，自低点涨超30%，今日再涨6%，南下资金不断增持吉利，近4个交易日增持超1000万股，涉资超4亿。</p><p>美团跌1.69%。消息面上，中国市监总局要求美团等“共享消费”企业规范价格和竞争，在收到行政指导书30日内提交整改报告。此外，联交所披露的资料显示，美团CEO王兴签订股票转让计划，将 5731.9万A类股转为 B类股，并将此部分B类股注入王兴基金会。该基金将专门用于推动教育与科研等公益事业。根据6月2日美团收盘价311.8港元计算，基金股份市值约合179亿。资料显示，该基金当日已完成约935万股（市值约合29亿港元）的公益捐赠。</p><p><b>A股</b></p><p>周五早盘，A股三大股指纷纷低开，随后逐步震荡回暖，昨日走强的上海本地股今日迅速降温，临近午盘，在券商股的拉动下，三大股指集体异动拉升，午后开盘不久，银行股接力拉盘，沪指快速收复3600点关口，但在高位并未维持较长时间，随后冲高回落，沪指盘中一度翻绿，临近尾盘再度小幅上扬。</p><p><img src=\"https://static.tigerbbs.com/5ce861779f368726002e44d5c7ead90f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>截至收盘，沪指涨0.21%，报3591.84点，深成指涨0.74%，报14870.91点，创业板指涨1.28%，报3242.61点。两市成交额约9300亿，北向资金实际净流入30.67亿元。两市76股涨停，15股跌停（含ST）。</p><p>行业板块方面，酿酒行业、电子元件、材料行业、多元金融、券商信托等行业涨幅居前，煤炭采选、石油行业、钢铁行业、贵金属、有色金属等行业跌幅居前，白酒、钠离子电池、盐湖提锂、固态电池、第三代半导体等概念表现活跃。</p><p>概念板块方面，白酒行业盘中持续拉升，午后掀起一轮涨停潮；锂电池板块大幅走强，半导体板块走高，券商股盘中异动拉升；上海本地股回落，黑色系集体回落。</p><p>个股方面，中公教育逆势涨超9%。昨晚，美股中概股的教育板块跌幅较大，好未来、新东方都跌超12%，近期教育股受到政策打压。不过，A股的教育龙头股中公教育，今日上午却逆势暴涨9%，市值达到1700亿。中公教育近日发布公告，宣布调整非公开发行A股股票方案，将本次非公开发行A股股票募集资金总额由不超过59.9亿元调减为不超过39.0亿元。</p><p>宁德时代涨超4%，万亿级锂电池巨头宁德时代，被传出要在上海建电池厂消息。6月3日消息，据国外媒体报道，据两位知情人士透露，锂离子电池制造商宁德时代（CATL）正计划在上海新建一家大型汽车电池工厂。虽然宁德时代表示不予回应，但今天锂电涨势如虹。</p><p><b>美股</b></p><p>周五盘前时段，美股三大指数期货涨跌不一。投资者正密切关注晚上即将发布的5月就业报告，该报告将重新审视劳动力市场复苏的力度，以及经济是否已经复苏到支持美联储改变货币政策的立场，开始缩减流动性。</p><p>经济学家一致认为，非农就业人数将增加 67.4万人，创3月以来的最高水平，失业率将下滑至5.9%为疫情以来的新低。</p><p><img src=\"https://static.tigerbbs.com/84094093e6833e2e64ca0fb9d3df4fda\" tg-width=\"1242\" tg-height=\"520\" referrerpolicy=\"no-referrer\">在美上市中概教育股继续杀估值。新东方跌超3%，高途跌近2%，好未来跌1.4%。周四美股收盘，好未来收跌13.16%，高途收跌13.83%，新东方收跌12.08%。</p><p><b>欧洲股市</b></p><p>欧洲股市涨跌不一。全球聚焦今晚即将公布的5月非农就业数据，强劲的数据可能会加剧市场对美联储更快缩减刺激计划的担忧。</p><p><img src=\"https://static.tigerbbs.com/3ad3202e82589e023fb41aeca0c2f614\" tg-width=\"772\" tg-height=\"354\" referrerpolicy=\"no-referrer\"></p><p><b>大宗商品</b></p><p>国际油价持稳，但上涨势头放慢，因为对新冠疫苗在全球范围内接种不平均的担忧，削弱了对燃料需求复苏的乐观情绪。亚洲发达国家和全球新兴经济体疫苗接种进度迟缓。市场参与者可能会重新追踪更广泛金融市场情绪，下一个时间节点是日内晚些时候即将公布的美国5月就业非农就业。</p><p>富国投资研究所（Wells Fargo investment Institute）投资策略分析师Austin</p><p>Pickle表示，如果达成伊核协议，额外的伊朗原油将是油价的一个不利因素。但原油价格走软可能只是暂时的。</p><p>截至发稿，WTI原油7月期货合约日内涨0.36%，报69.06美元/桶；布油现金8月期货合约日内涨0.29%，报71.52美元/桶。</p><p><img src=\"https://static.tigerbbs.com/ca7135f27aa8cbf667ceb3a3a98056ee\" tg-width=\"1242\" tg-height=\"1015\" referrerpolicy=\"no-referrer\"></p><p><b>黄金期货日内微涨。</b>国际金价在创出逾两周低点后反弹转升，投资者在美国公布5月非农就业数据前保持谨慎。受美元走强拖累，金价隔夜重挫近2%，因为市场正押注美联储可能即将缩减刺激。达拉斯联储主席卡普兰已再次呼吁美联储尽早开始讨论减少对经济的支持。</p><p><img src=\"https://static.tigerbbs.com/307d0021ee3f13ecabaddbe642068a4d\" tg-width=\"1242\" tg-height=\"1003\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数","HSI":"恒生指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119065822","content_text":"摘要：恒指收跌0.17%，新东方持续下跌，今日再跌15%，年初至今股价腰斩，市值1175亿港元。吉利汽车不断反弹，自低点涨超30%，南下资金4日扫货超4亿；A股近期争夺剧烈，市场板块快速波动，1700亿教育股“逆势”大涨；猝不及防！券商股盘中集体异动；欧股、美股三大指数期货涨跌不一，全球静待重磅数据公布；国际油价几乎企稳，需求复苏情绪受到一消极因素拖累；国际金价在创出逾两周低点后反弹转升。港股今日早盘，恒指低开高走，午后走低，截至收盘，恒指跌0.17%，报28918.1点，国企指数跌0.2%，红筹指数涨0.43%。恒生科技指数大跌，万国数据跌超5%，新东方在线跌超4%。餐饮股集体走低，颐海国际跌近10%，海底捞跌超6%，九毛九、呷哺呷哺跌3%。近期广东省疫情升温，市场或担心防控升级，昨晚广州市番禺区发通告表示，将暂停餐饮单位堂食的范围扩大至全区所有餐饮服务单位。泡泡玛特收涨1.69%，泡泡玛特回应“女性面试表格需填生育计划”一事：首先，我们诚恳地向受到困扰的朋友们道歉。经调查发现，个别分公司招聘文件未按总公司要求调整，管理层意识到，过去几年公司快速发展过程中管理上出现了一些问题。对此，我们高度重视并积极改进。新东方持续下跌，今日再跌15%，年初至今股价腰斩，市值1175亿港元。因存在虚假宣传和价格欺诈等违法行为，市场监管部门对作业帮、猿辅导、新东方、学而思等15家校外培训机构予以顶格罚款，罚金合计3650万元。此后，富时罗素6月2日宣布富时中国A50指数将剔除新东方(09901)。吉利汽车不断反弹，自低点涨超30%，今日再涨6%，南下资金不断增持吉利，近4个交易日增持超1000万股，涉资超4亿。美团跌1.69%。消息面上，中国市监总局要求美团等“共享消费”企业规范价格和竞争，在收到行政指导书30日内提交整改报告。此外，联交所披露的资料显示，美团CEO王兴签订股票转让计划，将 5731.9万A类股转为 B类股，并将此部分B类股注入王兴基金会。该基金将专门用于推动教育与科研等公益事业。根据6月2日美团收盘价311.8港元计算，基金股份市值约合179亿。资料显示，该基金当日已完成约935万股（市值约合29亿港元）的公益捐赠。A股周五早盘，A股三大股指纷纷低开，随后逐步震荡回暖，昨日走强的上海本地股今日迅速降温，临近午盘，在券商股的拉动下，三大股指集体异动拉升，午后开盘不久，银行股接力拉盘，沪指快速收复3600点关口，但在高位并未维持较长时间，随后冲高回落，沪指盘中一度翻绿，临近尾盘再度小幅上扬。截至收盘，沪指涨0.21%，报3591.84点，深成指涨0.74%，报14870.91点，创业板指涨1.28%，报3242.61点。两市成交额约9300亿，北向资金实际净流入30.67亿元。两市76股涨停，15股跌停（含ST）。行业板块方面，酿酒行业、电子元件、材料行业、多元金融、券商信托等行业涨幅居前，煤炭采选、石油行业、钢铁行业、贵金属、有色金属等行业跌幅居前，白酒、钠离子电池、盐湖提锂、固态电池、第三代半导体等概念表现活跃。概念板块方面，白酒行业盘中持续拉升，午后掀起一轮涨停潮；锂电池板块大幅走强，半导体板块走高，券商股盘中异动拉升；上海本地股回落，黑色系集体回落。个股方面，中公教育逆势涨超9%。昨晚，美股中概股的教育板块跌幅较大，好未来、新东方都跌超12%，近期教育股受到政策打压。不过，A股的教育龙头股中公教育，今日上午却逆势暴涨9%，市值达到1700亿。中公教育近日发布公告，宣布调整非公开发行A股股票方案，将本次非公开发行A股股票募集资金总额由不超过59.9亿元调减为不超过39.0亿元。宁德时代涨超4%，万亿级锂电池巨头宁德时代，被传出要在上海建电池厂消息。6月3日消息，据国外媒体报道，据两位知情人士透露，锂离子电池制造商宁德时代（CATL）正计划在上海新建一家大型汽车电池工厂。虽然宁德时代表示不予回应，但今天锂电涨势如虹。美股周五盘前时段，美股三大指数期货涨跌不一。投资者正密切关注晚上即将发布的5月就业报告，该报告将重新审视劳动力市场复苏的力度，以及经济是否已经复苏到支持美联储改变货币政策的立场，开始缩减流动性。经济学家一致认为，非农就业人数将增加 67.4万人，创3月以来的最高水平，失业率将下滑至5.9%为疫情以来的新低。在美上市中概教育股继续杀估值。新东方跌超3%，高途跌近2%，好未来跌1.4%。周四美股收盘，好未来收跌13.16%，高途收跌13.83%，新东方收跌12.08%。欧洲股市欧洲股市涨跌不一。全球聚焦今晚即将公布的5月非农就业数据，强劲的数据可能会加剧市场对美联储更快缩减刺激计划的担忧。大宗商品国际油价持稳，但上涨势头放慢，因为对新冠疫苗在全球范围内接种不平均的担忧，削弱了对燃料需求复苏的乐观情绪。亚洲发达国家和全球新兴经济体疫苗接种进度迟缓。市场参与者可能会重新追踪更广泛金融市场情绪，下一个时间节点是日内晚些时候即将公布的美国5月就业非农就业。富国投资研究所（Wells Fargo investment Institute）投资策略分析师AustinPickle表示，如果达成伊核协议，额外的伊朗原油将是油价的一个不利因素。但原油价格走软可能只是暂时的。截至发稿，WTI原油7月期货合约日内涨0.36%，报69.06美元/桶；布油现金8月期货合约日内涨0.29%，报71.52美元/桶。黄金期货日内微涨。国际金价在创出逾两周低点后反弹转升，投资者在美国公布5月非农就业数据前保持谨慎。受美元走强拖累，金价隔夜重挫近2%，因为市场正押注美联储可能即将缩减刺激。达拉斯联储主席卡普兰已再次呼吁美联储尽早开始讨论减少对经济的支持。","news_type":1},"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":113745373,"gmtCreate":1622642238992,"gmtModify":1704187911790,"author":{"id":"3573348577250194","authorId":"3573348577250194","name":"开始动","avatar":"https://static.tigerbbs.com/2a9c7b5059675ea831ba5b42ef1948ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573348577250194","authorIdStr":"3573348577250194"},"themes":[],"htmlText":"Wow&nbsp;","listText":"Wow&nbsp;","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/113745373","repostId":"1158251753","repostType":4,"repost":{"id":"1158251753","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1622636868,"share":"https://ttm.financial/m/news/1158251753?lang=&edition=fundamental","pubTime":"2021-06-02 20:27","market":"us","language":"zh","title":"盘前：期指静待“发令枪”，雾芯科技大涨10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1158251753","media":"老虎资讯综合","summary":"6月2日（周三），美股三大指数期货在盘前时段小幅上涨。目前市场焦点集中在周五的非农就业报告上，以了解美国就业市场状况，并评估美联储潜在政策动向。在这之前，投资者可能无意进行大额交易。【盘前行情】热门中","content":"<p>6月2日（周三），美股三大指数期货在盘前时段小幅上涨。目前市场焦点集中在周五的非农就业报告上，以了解美国就业市场状况，并评估美联储潜在政策动向。在这之前，投资者可能无意进行大额交易。</p><p><img src=\"https://static.tigerbbs.com/6756f7a486b832569909b76e8e5e02bf\" tg-width=\"707\" tg-height=\"264\" referrerpolicy=\"no-referrer\"></p><p><b>【盘前行情】</b></p><p><b>热门中概股</b></p><p><a href=\"https://laohu8.com/S/RLX\">雾芯科技</a>盘前大涨10%。财报显示，公司第一季度营收24亿元人民币，环比增长48%。</p><p><a href=\"https://laohu8.com/S/LI\">理想汽车</a>盘前跌0.23%。理想汽车今日公布了5月交付数据：理想ONE在5月交付4323辆，同比2020年5月增长101.3%。</p><p><a href=\"https://laohu8.com/S/LIZI\">荔枝</a>盘前跌超5%，公司第一季度营收好于预期，亏损同比缩窄，昨日收涨13%。</p><p><a href=\"https://laohu8.com/S/BEKE\">贝壳</a>盘前跌超5%。日前，贝壳找房向左晖创立的投资公司投7亿元，主营城市社区租赁。</p><p>中概电商股盘前涨跌不一，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>盘前跌0.6%，昨日大涨超11%；<a href=\"https://laohu8.com/S/JD\">京东</a>盘前跌0.61%；<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>盘前涨0.15%。</p><p><b>重要美股</b></p><p>散户抱团股盘前掀起狂潮。<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>盘前涨20%，一度涨超30%。此前的报道显示，一份AMC高管提交给SEC的文件指出，“<b>我们的市值，目前反映出的估值与最近的波动之前的估值有很大差异，而且明显高于我们在新冠肺炎疫情之前的市值。</b>而这些估值反映了与我们的财务业绩或前景无关的交易动态，<b>如果市场价格因恢复到早期估值而下降，我们的A类普通股的购买者可能会产生巨大损失。</b>”</p><p>同时，<a href=\"https://laohu8.com/S/BBRY\">黑莓</a>涨超15%，<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>涨超6%，<a href=\"https://laohu8.com/S/EXPR\">Express</a>涨0.84%，<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>涨0.19%。</p><p><a href=\"https://laohu8.com/S/ZM\">Zoom</a>盘前涨1%。Zoom第一季度总营收为9.562亿美元，与去年同期的3.282亿美元相比增长191%；净利润为2.275亿美元，相比之下去年同期为2710万美元；归属于公司普通股股东的净利润为2.274亿美元，与去年同期的2700万美元相比大幅增长741%。</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前跌0.4%。今日公开的一份文件显示，特斯拉正在美国召回近6000辆电动汽车，原因是刹车卡钳螺栓可能松动，从而导致轮胎压力损失。</p><p><a href=\"https://laohu8.com/S/SKLZ\">Skillz</a>盘前拉涨超6%，据悉该公司将收购全方位移动广告平台服务商Aarki。</p><p>生物制药公司<a href=\"https://laohu8.com/S/CNST\">Constellation Pharmaceuticals</a>盘前大涨66%，据悉德国制药公司MorphoSys将收购该公司。</p><p><b>【大宗商品】</b></p><p>◆国际油价继续走高。此前欧佩克+表示对全球前两大原油消费国中国和美国的需求前景持乐观态度。</p><p>截至发稿，WTI原油期货价格报68.31元/桶，涨幅0.87%；布伦特原油报70.96美元每桶，涨幅1.01%。</p><p><img src=\"https://static.tigerbbs.com/ef69a1bcdbfeb2bc358fccb4c92fb9c1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>◆黄金价格小幅上涨。投资者焦点集中在美国5月非农新增就业人口和失业率上。</p><p>截至发稿，国际黄金期货价格报1906.35美元/盎司，涨幅0.07%。</p><p><img src=\"https://static.tigerbbs.com/a1a58b5670aabc35ad79932dee709244\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘前：期指静待“发令枪”，雾芯科技大涨10%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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; 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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盘前：期指静待“发令枪”，雾芯科技大涨10%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-02 20:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月2日（周三），美股三大指数期货在盘前时段小幅上涨。目前市场焦点集中在周五的非农就业报告上，以了解美国就业市场状况，并评估美联储潜在政策动向。在这之前，投资者可能无意进行大额交易。</p><p><img src=\"https://static.tigerbbs.com/6756f7a486b832569909b76e8e5e02bf\" tg-width=\"707\" tg-height=\"264\" referrerpolicy=\"no-referrer\"></p><p><b>【盘前行情】</b></p><p><b>热门中概股</b></p><p><a href=\"https://laohu8.com/S/RLX\">雾芯科技</a>盘前大涨10%。财报显示，公司第一季度营收24亿元人民币，环比增长48%。</p><p><a href=\"https://laohu8.com/S/LI\">理想汽车</a>盘前跌0.23%。理想汽车今日公布了5月交付数据：理想ONE在5月交付4323辆，同比2020年5月增长101.3%。</p><p><a href=\"https://laohu8.com/S/LIZI\">荔枝</a>盘前跌超5%，公司第一季度营收好于预期，亏损同比缩窄，昨日收涨13%。</p><p><a href=\"https://laohu8.com/S/BEKE\">贝壳</a>盘前跌超5%。日前，贝壳找房向左晖创立的投资公司投7亿元，主营城市社区租赁。</p><p>中概电商股盘前涨跌不一，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>盘前跌0.6%，昨日大涨超11%；<a href=\"https://laohu8.com/S/JD\">京东</a>盘前跌0.61%；<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>盘前涨0.15%。</p><p><b>重要美股</b></p><p>散户抱团股盘前掀起狂潮。<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>盘前涨20%，一度涨超30%。此前的报道显示，一份AMC高管提交给SEC的文件指出，“<b>我们的市值，目前反映出的估值与最近的波动之前的估值有很大差异，而且明显高于我们在新冠肺炎疫情之前的市值。</b>而这些估值反映了与我们的财务业绩或前景无关的交易动态，<b>如果市场价格因恢复到早期估值而下降，我们的A类普通股的购买者可能会产生巨大损失。</b>”</p><p>同时，<a href=\"https://laohu8.com/S/BBRY\">黑莓</a>涨超15%，<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>涨超6%，<a href=\"https://laohu8.com/S/EXPR\">Express</a>涨0.84%，<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>涨0.19%。</p><p><a href=\"https://laohu8.com/S/ZM\">Zoom</a>盘前涨1%。Zoom第一季度总营收为9.562亿美元，与去年同期的3.282亿美元相比增长191%；净利润为2.275亿美元，相比之下去年同期为2710万美元；归属于公司普通股股东的净利润为2.274亿美元，与去年同期的2700万美元相比大幅增长741%。</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前跌0.4%。今日公开的一份文件显示，特斯拉正在美国召回近6000辆电动汽车，原因是刹车卡钳螺栓可能松动，从而导致轮胎压力损失。</p><p><a href=\"https://laohu8.com/S/SKLZ\">Skillz</a>盘前拉涨超6%，据悉该公司将收购全方位移动广告平台服务商Aarki。</p><p>生物制药公司<a href=\"https://laohu8.com/S/CNST\">Constellation Pharmaceuticals</a>盘前大涨66%，据悉德国制药公司MorphoSys将收购该公司。</p><p><b>【大宗商品】</b></p><p>◆国际油价继续走高。此前欧佩克+表示对全球前两大原油消费国中国和美国的需求前景持乐观态度。</p><p>截至发稿，WTI原油期货价格报68.31元/桶，涨幅0.87%；布伦特原油报70.96美元每桶，涨幅1.01%。</p><p><img src=\"https://static.tigerbbs.com/ef69a1bcdbfeb2bc358fccb4c92fb9c1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>◆黄金价格小幅上涨。投资者焦点集中在美国5月非农新增就业人口和失业率上。</p><p>截至发稿，国际黄金期货价格报1906.35美元/盎司，涨幅0.07%。</p><p><img src=\"https://static.tigerbbs.com/a1a58b5670aabc35ad79932dee709244\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158251753","content_text":"6月2日（周三），美股三大指数期货在盘前时段小幅上涨。目前市场焦点集中在周五的非农就业报告上，以了解美国就业市场状况，并评估美联储潜在政策动向。在这之前，投资者可能无意进行大额交易。【盘前行情】热门中概股雾芯科技盘前大涨10%。财报显示，公司第一季度营收24亿元人民币，环比增长48%。理想汽车盘前跌0.23%。理想汽车今日公布了5月交付数据：理想ONE在5月交付4323辆，同比2020年5月增长101.3%。荔枝盘前跌超5%，公司第一季度营收好于预期，亏损同比缩窄，昨日收涨13%。贝壳盘前跌超5%。日前，贝壳找房向左晖创立的投资公司投7亿元，主营城市社区租赁。中概电商股盘前涨跌不一，拼多多盘前跌0.6%，昨日大涨超11%；京东盘前跌0.61%；阿里巴巴盘前涨0.15%。重要美股散户抱团股盘前掀起狂潮。AMC院线盘前涨20%，一度涨超30%。此前的报道显示，一份AMC高管提交给SEC的文件指出，“我们的市值，目前反映出的估值与最近的波动之前的估值有很大差异，而且明显高于我们在新冠肺炎疫情之前的市值。而这些估值反映了与我们的财务业绩或前景无关的交易动态，如果市场价格因恢复到早期估值而下降，我们的A类普通股的购买者可能会产生巨大损失。”同时，黑莓涨超15%，高斯电子涨超6%，Express涨0.84%，游戏驿站涨0.19%。Zoom盘前涨1%。Zoom第一季度总营收为9.562亿美元，与去年同期的3.282亿美元相比增长191%；净利润为2.275亿美元，相比之下去年同期为2710万美元；归属于公司普通股股东的净利润为2.274亿美元，与去年同期的2700万美元相比大幅增长741%。特斯拉盘前跌0.4%。今日公开的一份文件显示，特斯拉正在美国召回近6000辆电动汽车，原因是刹车卡钳螺栓可能松动，从而导致轮胎压力损失。Skillz盘前拉涨超6%，据悉该公司将收购全方位移动广告平台服务商Aarki。生物制药公司Constellation Pharmaceuticals盘前大涨66%，据悉德国制药公司MorphoSys将收购该公司。【大宗商品】◆国际油价继续走高。此前欧佩克+表示对全球前两大原油消费国中国和美国的需求前景持乐观态度。截至发稿，WTI原油期货价格报68.31元/桶，涨幅0.87%；布伦特原油报70.96美元每桶，涨幅1.01%。◆黄金价格小幅上涨。投资者焦点集中在美国5月非农新增就业人口和失业率上。截至发稿，国际黄金期货价格报1906.35美元/盎司，涨幅0.07%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":135157067,"gmtCreate":1622153153459,"gmtModify":1704180297299,"author":{"id":"3573348577250194","authorId":"3573348577250194","name":"开始动","avatar":"https://static.tigerbbs.com/2a9c7b5059675ea831ba5b42ef1948ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573348577250194","authorIdStr":"3573348577250194"},"themes":[],"htmlText":"Wow&nbsp;","listText":"Wow&nbsp;","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/135157067","repostId":"2138014922","repostType":2,"repost":{"id":"2138014922","pubTimestamp":1622062499,"share":"https://ttm.financial/m/news/2138014922?lang=&edition=fundamental","pubTime":"2021-05-27 04:54","market":"us","language":"en","title":"GameStop, AMC Shorts Get Hit With $673 Million Loss in Big Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=2138014922","media":"Bloomberg","summary":"(Bloomberg) -- Investors betting against retail trader favorites GameStop Corp. and AMC Entertainmen","content":"<p>(Bloomberg) -- Investors betting against retail trader favorites GameStop Corp. and AMC Entertainment Holdings Inc. were dealt a serious blow on Wednesday to the tune of about $673 million, according to data from financial analytics firm S3 Partners.</p>\n<p>GameStop and AMC, two wildly popular meme stocks among members of Reddit’s WallStreetBets forum, soared more than 16% and 19% respectively as speculative assets picked up steam. Those gains pushed mark-to-market losses for short-sellers to roughly $8.1 billion for the year, according to S3 Partners data.</p>\n<p>The video-game retailer and movie-theater chain have recaptured Wall Street’s attention as analysts speculate retail traders in particular are driving the action. The hashtag #AMC500k continued to trend on <a href=\"https://laohu8.com/S/TWTR\">Twitter</a>, while mentions on social trading platforms like StockTwits surged.</p>\n<p>GameStop short-sellers were dealt mark-to-market losses of nearly $383 million on Wednesday, Ihor Dusaniwsky, S3 Partners’ managing director of predictive analytics, said by email, pushing year-to-date losses to $6.7 billion. For AMC shorts, the day’s loss came in at $291 million, meaning short-sellers are down more than $1.3 billion this year.</p>\n<p>Bearish bets have remained steady with roughly <a href=\"https://laohu8.com/S/AONE\">one</a>-fifth of available GameStop and AMC shares currently sold short, according to data compiled by S3 Partners. A group of 37 so-called mime stocks tracked by Bloomberg rose 7.7% Wednesday for the best session since March.</p>\n<p><img src=\"https://static.tigerbbs.com/35db0c778be6e39d7d7b7aa993015268\" tg-width=\"1200\" tg-height=\"675\"></p>","source":"lsy1584095487587","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>GameStop, AMC Shorts Get Hit With $673 Million Loss in Big Rally</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\">\nGameStop, AMC Shorts Get Hit With $673 Million Loss in Big Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-27 04:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/gamestop-amc-shorts-hit-673-205459102.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Investors betting against retail trader favorites GameStop Corp. and AMC Entertainment Holdings Inc. were dealt a serious blow on Wednesday to the tune of about $673 million, according ...</p>\n\n<a href=\"https://finance.yahoo.com/news/gamestop-amc-shorts-hit-673-205459102.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","08100":"名科国际","GME":"游戏驿站"},"source_url":"https://finance.yahoo.com/news/gamestop-amc-shorts-hit-673-205459102.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138014922","content_text":"(Bloomberg) -- Investors betting against retail trader favorites GameStop Corp. and AMC Entertainment Holdings Inc. were dealt a serious blow on Wednesday to the tune of about $673 million, according to data from financial analytics firm S3 Partners.\nGameStop and AMC, two wildly popular meme stocks among members of Reddit’s WallStreetBets forum, soared more than 16% and 19% respectively as speculative assets picked up steam. Those gains pushed mark-to-market losses for short-sellers to roughly $8.1 billion for the year, according to S3 Partners data.\nThe video-game retailer and movie-theater chain have recaptured Wall Street’s attention as analysts speculate retail traders in particular are driving the action. The hashtag #AMC500k continued to trend on Twitter, while mentions on social trading platforms like StockTwits surged.\nGameStop short-sellers were dealt mark-to-market losses of nearly $383 million on Wednesday, Ihor Dusaniwsky, S3 Partners’ managing director of predictive analytics, said by email, pushing year-to-date losses to $6.7 billion. For AMC shorts, the day’s loss came in at $291 million, meaning short-sellers are down more than $1.3 billion this year.\nBearish bets have remained steady with roughly one-fifth of available GameStop and AMC shares currently sold short, according to data compiled by S3 Partners. A group of 37 so-called mime stocks tracked by Bloomberg rose 7.7% Wednesday for the best session since March.","news_type":1},"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":138876304,"gmtCreate":1621930687608,"gmtModify":1704364632122,"author":{"id":"3573348577250194","authorId":"3573348577250194","name":"开始动","avatar":"https://static.tigerbbs.com/2a9c7b5059675ea831ba5b42ef1948ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573348577250194","authorIdStr":"3573348577250194"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/138876304","repostId":"1135607867","repostType":4,"repost":{"id":"1135607867","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1621929614,"share":"https://ttm.financial/m/news/1135607867?lang=&edition=fundamental","pubTime":"2021-05-25 16:00","market":"us","language":"zh","title":"老虎证券Q1净利润同比大增21倍，超五成新增入金客户来自海外","url":"https://stock-news.laohu8.com/highlight/detail?id=1135607867","media":"老虎资讯综合","summary":"美东时间5月25日盘前，$老虎证券$ 公布了截至2021年3月31日的第一季度未经审计财报。财报显示，老虎证券第一季度总营收为8128万美元，同比增长255.5%；Non-GAAP净利润同比大增21倍达2349万美元，已超去年全年。截至一季度末，老虎证券开户客户数达140万，季度新增29.6万，为去年同期逾3倍。入金客户数达37.6万，季度新增11.7万，为去年同期的近6倍，再创季度净增新高。老虎证券业绩电话会将于今晚8：00直播，欢迎围观！","content":"<p>美东时间5月25日盘前，<a href=\"https://laohu8.com/S/TIGR\">老虎证券</a> 公布了截至2021年3月31日的第一季度未经审计财报。财报显示，老虎证券第一季度总营收为8128万美元，同比增长255.5%；Non-GAAP净利润同比大增21倍达2349万美元，已超去年全年。</p><p>截至一季度末，老虎证券开户客户数达140万，季度新增29.6万，为去年同期逾3倍。入金客户数达37.6万，季度新增11.7万，为去年同期的近6倍，再创季度净增新高。值得注意的是，公司正式开启国际化战略仅一年，海外客户即已占到本季新增入金客户的50%以上。与此同时，客户资产增速刷新历史记录增至214.1亿美元，季度内净增54.6亿美元，为去年同期的12倍多。交易规模达1238亿美元，是去年同期近3倍。</p><p>老虎证券创始人及CEO巫天华表示：“一季度全球个人投资者崛起，移动互联网时代信息流通更快，个人投资者线上交易需求与日俱增。在此大背景下，公司不断迭代技术，凭借良好的一站式全球交易体验维持强劲增长势头，单季新增客户数、客户资产和交易规模均达到上市以来最高水平。公司国际化战略取得重要进展，本季度有超过一半新增入金客户来自海外。展望未来，在深耕新加坡外，我们将陆续提升美国、澳大利亚等国家及地区的产品和服务。随着公司国际化展业版图持续扩大，我们相信海外市场将成为公司业绩持续高速增长的核心驱动力。”<img src=\"https://static.tigerbbs.com/6680c0ce60164de4c231a658f613646c\" tg-width=\"750\" tg-height=\"15913\" referrerpolicy=\"no-referrer\"><a href=\"https://ir.itiger.com/news-releases/news-release-details/fintech-holding-limited-reports-unaudited-first-quarter-2021\" target=\"_blank\"><b>全文链接</b></a></p><p><a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%2216215817524440%22%7D\" target=\"_blank\"><b>老虎证券业绩电话会将于今晚8：00直播，欢迎围观！</b></a></p>","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>老虎证券Q1净利润同比大增21倍，超五成新增入金客户来自海外</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n老虎证券Q1净利润同比大增21倍，超五成新增入金客户来自海外\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-25 16:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美东时间5月25日盘前，<a href=\"https://laohu8.com/S/TIGR\">老虎证券</a> 公布了截至2021年3月31日的第一季度未经审计财报。财报显示，老虎证券第一季度总营收为8128万美元，同比增长255.5%；Non-GAAP净利润同比大增21倍达2349万美元，已超去年全年。</p><p>截至一季度末，老虎证券开户客户数达140万，季度新增29.6万，为去年同期逾3倍。入金客户数达37.6万，季度新增11.7万，为去年同期的近6倍，再创季度净增新高。值得注意的是，公司正式开启国际化战略仅一年，海外客户即已占到本季新增入金客户的50%以上。与此同时，客户资产增速刷新历史记录增至214.1亿美元，季度内净增54.6亿美元，为去年同期的12倍多。交易规模达1238亿美元，是去年同期近3倍。</p><p>老虎证券创始人及CEO巫天华表示：“一季度全球个人投资者崛起，移动互联网时代信息流通更快，个人投资者线上交易需求与日俱增。在此大背景下，公司不断迭代技术，凭借良好的一站式全球交易体验维持强劲增长势头，单季新增客户数、客户资产和交易规模均达到上市以来最高水平。公司国际化战略取得重要进展，本季度有超过一半新增入金客户来自海外。展望未来，在深耕新加坡外，我们将陆续提升美国、澳大利亚等国家及地区的产品和服务。随着公司国际化展业版图持续扩大，我们相信海外市场将成为公司业绩持续高速增长的核心驱动力。”<img src=\"https://static.tigerbbs.com/6680c0ce60164de4c231a658f613646c\" tg-width=\"750\" tg-height=\"15913\" referrerpolicy=\"no-referrer\"><a href=\"https://ir.itiger.com/news-releases/news-release-details/fintech-holding-limited-reports-unaudited-first-quarter-2021\" target=\"_blank\"><b>全文链接</b></a></p><p><a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%2216215817524440%22%7D\" target=\"_blank\"><b>老虎证券业绩电话会将于今晚8：00直播，欢迎围观！</b></a></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f926b2c59d6c3598bf5be3a6bb4b071b","relate_stocks":{"TIGR":"老虎证券"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135607867","content_text":"美东时间5月25日盘前，老虎证券 公布了截至2021年3月31日的第一季度未经审计财报。财报显示，老虎证券第一季度总营收为8128万美元，同比增长255.5%；Non-GAAP净利润同比大增21倍达2349万美元，已超去年全年。截至一季度末，老虎证券开户客户数达140万，季度新增29.6万，为去年同期逾3倍。入金客户数达37.6万，季度新增11.7万，为去年同期的近6倍，再创季度净增新高。值得注意的是，公司正式开启国际化战略仅一年，海外客户即已占到本季新增入金客户的50%以上。与此同时，客户资产增速刷新历史记录增至214.1亿美元，季度内净增54.6亿美元，为去年同期的12倍多。交易规模达1238亿美元，是去年同期近3倍。老虎证券创始人及CEO巫天华表示：“一季度全球个人投资者崛起，移动互联网时代信息流通更快，个人投资者线上交易需求与日俱增。在此大背景下，公司不断迭代技术，凭借良好的一站式全球交易体验维持强劲增长势头，单季新增客户数、客户资产和交易规模均达到上市以来最高水平。公司国际化战略取得重要进展，本季度有超过一半新增入金客户来自海外。展望未来，在深耕新加坡外，我们将陆续提升美国、澳大利亚等国家及地区的产品和服务。随着公司国际化展业版图持续扩大，我们相信海外市场将成为公司业绩持续高速增长的核心驱动力。”全文链接老虎证券业绩电话会将于今晚8：00直播，欢迎围观！","news_type":1},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":133169696,"gmtCreate":1621728431515,"gmtModify":1704361719820,"author":{"id":"3573348577250194","authorId":"3573348577250194","name":"开始动","avatar":"https://static.tigerbbs.com/2a9c7b5059675ea831ba5b42ef1948ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573348577250194","authorIdStr":"3573348577250194"},"themes":[],"htmlText":"Wow&nbsp;","listText":"Wow&nbsp;","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/133169696","repostId":"1193776470","repostType":4,"isVote":1,"tweetType":1,"viewCount":611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193667672,"gmtCreate":1620785164096,"gmtModify":1704348345124,"author":{"id":"3573348577250194","authorId":"3573348577250194","name":"开始动","avatar":"https://static.tigerbbs.com/2a9c7b5059675ea831ba5b42ef1948ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573348577250194","authorIdStr":"3573348577250194"},"themes":[],"htmlText":"Good job&nbsp;","listText":"Good job&nbsp;","text":"Good job","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193667672","repostId":"2134969347","repostType":4,"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108144996,"gmtCreate":1620007293815,"gmtModify":1704337257446,"author":{"id":"3573348577250194","authorId":"3573348577250194","name":"开始动","avatar":"https://static.tigerbbs.com/2a9c7b5059675ea831ba5b42ef1948ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573348577250194","authorIdStr":"3573348577250194"},"themes":[],"htmlText":"Buy Apple stocks good time&nbsp;","listText":"Buy Apple stocks good time&nbsp;","text":"Buy Apple stocks good time","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/108144996","repostId":"1184469535","repostType":4,"repost":{"id":"1184469535","pubTimestamp":1620001385,"share":"https://ttm.financial/m/news/1184469535?lang=&edition=fundamental","pubTime":"2021-05-03 08:23","market":"us","language":"en","title":"Apple and Other Big Tech Stocks Had a Disappointing Week. 6 Reasons to Keep Buying Them.","url":"https://stock-news.laohu8.com/highlight/detail?id=1184469535","media":"Barrons","summary":"Last March, amid the darkest days of the pandemic, I asserted in this space that the market had gifted investors a rare opportunity to buy tech’s five giants—Alphabet, Amazon.com, Apple, Facebook, and Microsoft—on the cheap. Let me tell you why I’d buy them still.As it turned out, all five performed better over the past year than anyone dreamed. Last week, the five reported March-quarter earnings—the fourth full quarter since Covid-era lockdowns began early last year. All five crushed Street exp","content":"<p>Last March, amid the darkest days of the pandemic, I asserted in this space that the market had gifted investors a rare opportunity to buy tech’s five giants—Alphabet, Amazon.com, Apple, Facebook, and Microsoft—on the cheap. Let me tell you why I’d buy them still.</p>\n<p>As it turned out, all five performed better over the past year than anyone dreamed. Last week, the five reported March-quarter earnings—the fourth full quarter since Covid-era lockdowns began early last year. All five crushed Street expectations on both the top and&nbsp;bottom lines. As a group, the Big Five grew March-quarter revenue by a combined 41%. Over the past four quarters, they expanded revenue by a combined 27%, growing their businesses by an aggregate $250 billion.</p>\n<p>Facebook (ticker: FB),with sales up 48%, and Microsoft (MSFT),up 19%, had their fastest growth in any quarter since 2018. Apple (AAPL), up 54%, and Alphabet (GOOGL), up 34%, had their best growth since 2012. And Amazon (AMZN), up 44%, had its best quarter since 2011.</p>\n<p>Now to be clear, these remarkable performances haven’t gone unrecognized. Since I wrote that piece, the five stocks have gains that vary from 85% for Microsoft to 135% for Apple. And while they aren’t the raging bargains of a year ago, there’s a case to be made that there are no better stocks to play the most important shifts in tech. Keep focused on these six trends:</p>\n<p><b>There’s no stopping the cloud:</b>Revenue in the March quarter was up 50% for Microsoft Azure, 46% for Google Cloud, and 32% for market leader Amazon Web Services. These businesses have become the modern data center. There’s no reason to think growth will slow any time soon. Were they stand-alone businesses, they would be the three largest enterprise-software pure plays on Earth.</p>\n<p><b>PCs are back:</b>The work/learn/play from home trend drove dramatic growth in personal computer sales over the past year.Gartner&nbsp;says that first-quarter PC sales were up 32%, the best growth in two decades.</p>\n<p>It is tempting to argue for a reversal, but there is growing evidence that many companies won’t go back to their previous work styles.Shopify&nbsp;(SHOP) President Harley Finkelstein told&nbsp;Barron’s&nbsp;last week that he’s not planning to ever work regularly from the e-commerce software company’s Ottawa headquarters again—and that decentralizing the workforce is allowing Shopify to hire people he’d never lure to Canada. That kind of thinking will keep demand for laptops, tablets, and related accessories red hot. Apple last week said its guidance for the June quarter could have been $3 billion to $4 billion higher were it not supply constrained in Macs and iPads; Mac sales were up 70% in the March quarter.Logitech&nbsp;(LOGI), which makes accessories for PCs and videogames, grew 117% in the March quarter.</p>\n<p><b>E-commerce won’t slow:</b>Amazon had 41% growth in its core online-retailing business in the March quarter, with 60% growth in third-party seller services. Shopify’s sales were up 110% in the quarter, and Finkelstein notes that e-commerce is under 25% of total retail sales in the U.S. and Canada, leaving plenty of room for growth. Finkelstein also says that in Australia and New Zealand, where economies are further along in reopening, Shopify’s customers are seeing no signs of slowing online sales. Meanwhile, Facebook this past week said its Marketplace business now has one billion users.</p>\n<p><b>Advertising is back:</b>Early in the pandemic, it looked like Facebook and Alphabet would be badly hurt by a falloff in advertising, as key verticals such as travel and retail pulled back. But that’s over: Facebook’s revenue in the quarter beat Street estimates by almost $2.5 billion, while Alphabet topped consensus by $3.7 billion. Amazon’s “other” revenue category, almost entirely its ad business, was up 72% in the quarter. As the economy reopens, retailers, restaurants, airlines, hotels, and other businesses that suffered are going to be pushing to aggressively lure back customers. And the recovery is just getting started.</p>\n<p><b>Chips and dips</b>: Apple isn’t the only company seeing supply constraints mute growth. Juniper CEO Rami Rahim last week told me that while the networking-hardware company has enough inventory to meet its guidance, lead times are stretching out. Seagate CFO Gianluca Romano notes that the company is carrying extra component inventory to cushion against shortages. Western Digital CEO Dave Goeckeler says his company has responded to growing demand for flash memory by lifting prices on a weekly or even daily basis for devices sold through retail stores or distributors—a move that contributed to blowout March-quarter earnings.</p>\n<p><b>What could go wrong:</b>Well, lots. Earnings comparisons will become hellacious. Some analysts think Apple’s fiscal 2022 sales growth could go negative. Facebook is forecasting slower second-half ad growth, cautioning that it faces regulatory issues and Apple’s crackdown on apps that track consumer activity on the web. Tech regulation is nearing the top of the Biden administration’s to-do list. Labor Secretary Marty Walsh last week said gig drivers should be classified as employees, which triggered a selloff inUber Technologies&nbsp;(UBER),Lyft&nbsp;(LYFT), and&nbsp;DoorDash&nbsp;(DASH) shares. And Covid still poses serious threats, raging in India, Brazil, and other key markets. But I’m not backing off my original bullish call on the tech giants, just tweaking it: There are no better plays for the postpandemic world.</p>","source":"lsy1601382232898","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 and Other Big Tech Stocks Had a Disappointing Week. 6 Reasons to Keep Buying Them.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple and Other Big Tech Stocks Had a Disappointing Week. 6 Reasons to Keep Buying Them.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 08:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/6-reasons-to-still-love-techs-big-five-stocks-in-a-postpandemic-world-51619818684?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last March, amid the darkest days of the pandemic, I asserted in this space that the market had gifted investors a rare opportunity to buy tech’s five giants—Alphabet, Amazon.com, Apple, Facebook, and...</p>\n\n<a href=\"https://www.barrons.com/articles/6-reasons-to-still-love-techs-big-five-stocks-in-a-postpandemic-world-51619818684?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","GOOGL":"谷歌A","GOOG":"谷歌","AAPL":"苹果","AMZN":"亚马逊","MSFT":"微软"},"source_url":"https://www.barrons.com/articles/6-reasons-to-still-love-techs-big-five-stocks-in-a-postpandemic-world-51619818684?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184469535","content_text":"Last March, amid the darkest days of the pandemic, I asserted in this space that the market had gifted investors a rare opportunity to buy tech’s five giants—Alphabet, Amazon.com, Apple, Facebook, and Microsoft—on the cheap. Let me tell you why I’d buy them still.\nAs it turned out, all five performed better over the past year than anyone dreamed. Last week, the five reported March-quarter earnings—the fourth full quarter since Covid-era lockdowns began early last year. All five crushed Street expectations on both the top and bottom lines. As a group, the Big Five grew March-quarter revenue by a combined 41%. Over the past four quarters, they expanded revenue by a combined 27%, growing their businesses by an aggregate $250 billion.\nFacebook (ticker: FB),with sales up 48%, and Microsoft (MSFT),up 19%, had their fastest growth in any quarter since 2018. Apple (AAPL), up 54%, and Alphabet (GOOGL), up 34%, had their best growth since 2012. And Amazon (AMZN), up 44%, had its best quarter since 2011.\nNow to be clear, these remarkable performances haven’t gone unrecognized. Since I wrote that piece, the five stocks have gains that vary from 85% for Microsoft to 135% for Apple. And while they aren’t the raging bargains of a year ago, there’s a case to be made that there are no better stocks to play the most important shifts in tech. Keep focused on these six trends:\nThere’s no stopping the cloud:Revenue in the March quarter was up 50% for Microsoft Azure, 46% for Google Cloud, and 32% for market leader Amazon Web Services. These businesses have become the modern data center. There’s no reason to think growth will slow any time soon. Were they stand-alone businesses, they would be the three largest enterprise-software pure plays on Earth.\nPCs are back:The work/learn/play from home trend drove dramatic growth in personal computer sales over the past year.Gartner says that first-quarter PC sales were up 32%, the best growth in two decades.\nIt is tempting to argue for a reversal, but there is growing evidence that many companies won’t go back to their previous work styles.Shopify (SHOP) President Harley Finkelstein told Barron’s last week that he’s not planning to ever work regularly from the e-commerce software company’s Ottawa headquarters again—and that decentralizing the workforce is allowing Shopify to hire people he’d never lure to Canada. That kind of thinking will keep demand for laptops, tablets, and related accessories red hot. Apple last week said its guidance for the June quarter could have been $3 billion to $4 billion higher were it not supply constrained in Macs and iPads; Mac sales were up 70% in the March quarter.Logitech (LOGI), which makes accessories for PCs and videogames, grew 117% in the March quarter.\nE-commerce won’t slow:Amazon had 41% growth in its core online-retailing business in the March quarter, with 60% growth in third-party seller services. Shopify’s sales were up 110% in the quarter, and Finkelstein notes that e-commerce is under 25% of total retail sales in the U.S. and Canada, leaving plenty of room for growth. Finkelstein also says that in Australia and New Zealand, where economies are further along in reopening, Shopify’s customers are seeing no signs of slowing online sales. Meanwhile, Facebook this past week said its Marketplace business now has one billion users.\nAdvertising is back:Early in the pandemic, it looked like Facebook and Alphabet would be badly hurt by a falloff in advertising, as key verticals such as travel and retail pulled back. But that’s over: Facebook’s revenue in the quarter beat Street estimates by almost $2.5 billion, while Alphabet topped consensus by $3.7 billion. Amazon’s “other” revenue category, almost entirely its ad business, was up 72% in the quarter. As the economy reopens, retailers, restaurants, airlines, hotels, and other businesses that suffered are going to be pushing to aggressively lure back customers. And the recovery is just getting started.\nChips and dips: Apple isn’t the only company seeing supply constraints mute growth. Juniper CEO Rami Rahim last week told me that while the networking-hardware company has enough inventory to meet its guidance, lead times are stretching out. Seagate CFO Gianluca Romano notes that the company is carrying extra component inventory to cushion against shortages. Western Digital CEO Dave Goeckeler says his company has responded to growing demand for flash memory by lifting prices on a weekly or even daily basis for devices sold through retail stores or distributors—a move that contributed to blowout March-quarter earnings.\nWhat could go wrong:Well, lots. Earnings comparisons will become hellacious. Some analysts think Apple’s fiscal 2022 sales growth could go negative. Facebook is forecasting slower second-half ad growth, cautioning that it faces regulatory issues and Apple’s crackdown on apps that track consumer activity on the web. Tech regulation is nearing the top of the Biden administration’s to-do list. Labor Secretary Marty Walsh last week said gig drivers should be classified as employees, which triggered a selloff inUber Technologies (UBER),Lyft (LYFT), and DoorDash (DASH) shares. And Covid still poses serious threats, raging in India, Brazil, and other key markets. But I’m not backing off my original bullish call on the tech giants, just tweaking it: There are no better plays for the postpandemic world.","news_type":1},"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108148180,"gmtCreate":1620007174540,"gmtModify":1704337251882,"author":{"id":"3573348577250194","authorId":"3573348577250194","name":"开始动","avatar":"https://static.tigerbbs.com/2a9c7b5059675ea831ba5b42ef1948ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573348577250194","authorIdStr":"3573348577250194"},"themes":[],"htmlText":"Go go","listText":"Go go","text":"Go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/108148180","repostId":"1197575918","repostType":4,"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108141641,"gmtCreate":1620007120783,"gmtModify":1704337250419,"author":{"id":"3573348577250194","authorId":"3573348577250194","name":"开始动","avatar":"https://static.tigerbbs.com/2a9c7b5059675ea831ba5b42ef1948ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573348577250194","authorIdStr":"3573348577250194"},"themes":[],"htmlText":"Slowly&nbsp;","listText":"Slowly&nbsp;","text":"Slowly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/108141641","repostId":"1152056725","repostType":4,"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108149466,"gmtCreate":1620007028155,"gmtModify":1704337248787,"author":{"id":"3573348577250194","authorId":"3573348577250194","name":"开始动","avatar":"https://static.tigerbbs.com/2a9c7b5059675ea831ba5b42ef1948ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573348577250194","authorIdStr":"3573348577250194"},"themes":[],"htmlText":"Oo","listText":"Oo","text":"Oo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/108149466","repostId":"2132438598","repostType":4,"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108140760,"gmtCreate":1620006995050,"gmtModify":1704337247805,"author":{"id":"3573348577250194","authorId":"3573348577250194","name":"开始动","avatar":"https://static.tigerbbs.com/2a9c7b5059675ea831ba5b42ef1948ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573348577250194","authorIdStr":"3573348577250194"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/108140760","repostId":"1135819410","repostType":4,"repost":{"id":"1135819410","pubTimestamp":1619999342,"share":"https://ttm.financial/m/news/1135819410?lang=&edition=fundamental","pubTime":"2021-05-03 07:49","market":"us","language":"en","title":"Uber, Pfizer, PayPal, T-Mobile, ViacomCBS, General Motors, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1135819410","media":"Barrons","summary":"It’s another packed week of earnings reports, with 130 S&P 500 companies on deck to release their fi","content":"<p>It’s another packed week of earnings reports, with 130 S&amp;P 500 companies on deck to release their first-quarter results. Estée Lauder is among Monday’s highlights, before things pick up on Tuesday:&nbsp;Activision Blizzard, CVS Health, DuPont, Pfizer, and T-Mobile US all report.</p><p>On Wednesday,&nbsp;Barrick Gold, Booking Holdings, General Motors, PayPal Holdings, and Uber Technologies release earnings.&nbsp;Anheuser-Busch InBev, Moderna, Regeneron Pharmaceuticals, Square, and ViacomCBS go on Thursday. And finally, Cigna closes the week on&nbsp;Friday.</p><p><img src=\"https://static.tigerbbs.com/e1a866fbe5118566e68842053d76e2b9\" tg-width=\"1382\" tg-height=\"750\"></p><p>On the economic calendar this week, the&nbsp;main event will jobs Friday.&nbsp;The Bureau of Labor Statistics is forecast to report a gain of 975,000 nonfarm payrolls in April, and an unemployment rate of 5.8%—down from 6% a month earlier.</p><p>Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for April on Monday and its&nbsp;Services equivalent on Wednesday.</p><p>Enterprise Products Partners&nbsp;and Estée Lauder release earnings.</p><p>Merck and&nbsp;Public Storage&nbsp;hold virtual investor days.</p><p><b>The Census Bureau</b>&nbsp;reports construction-spending data for March. Consensus estimate is for a 0.6% month-over-month increase in construction spending to a seasonally adjusted annual rate of $1.53 trillion.</p><p><b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for April. Economists forecast a 65 reading, roughly even with the March figure. The March reading was the highest for the index since December 1983.</p><p><b>Tuesday 5/4</b></p><p>Activision Blizzard,ConocoPhillips, Cummins, CVS Health,Dominion Energy,DuPont, Eaton, Pfizer,Sysco,and T-Mobile US report quarterly results.</p><p>Eli Lilly&nbsp;holds a conference call to discuss its sustainability initiatives.</p><p>Union Pacific&nbsp;holds its 2021 virtual investor day.</p><p><b>Wednesday 5/5</b></p><p>Barrick Gold, Booking Holdings,BorgWarner,Emerson Electric,General Motors,Hilton Worldwide Holdings,Novo Nordisk,PayPal Holdings, and Uber Technologies release earnings.</p><p><b>ADP releases</b>&nbsp;its National Employment Report for April. Expectations are for a gain of 762,500 jobs in private-sector employment after a 517,000 increase in March.</p><p><b>ISM releases</b>&nbsp;its Services PMI for April. The consensus call is for a 64.6 reading, a tick higher than the March data. The March reading was an all-time high for the index.</p><p><b>Thursday 5/6</b></p><p>Anheuser-Busch InBev,Becton Dickinson,Expedia Group,Fidelity National Information Services,Kellogg, Linde,MetLife,Moderna, Regeneron Pharmaceuticals, Square, ViacomCBS, and&nbsp;Zoetishold conference calls to discuss quarterly results.</p><p><b>The Department of Labor</b>&nbsp;reports initial jobless claims for the week ending on May 1. Initial jobless claims have averaged 611,750 a week in April and are at their lowest level since March of last year.</p><p><b>The Bureau of Labor</b>&nbsp;Statistics reports labor costs and productivity for the first quarter. Expectations are for a seasonally adjusted annual rate of 2.2% productivity growth, compared with a 4.2% decline in the fourth quarter of 2020. Unit labor costs are seen falling 0.4% after rising 6% previously.</p><p><b>Friday 5/7</b></p><p><b>The Bureau of Labor</b>&nbsp;Statistics releases the jobs report for April. Economists forecast a gain of 975,000 in nonfarm payroll employment. The unemployment rate is expected to edge down to 5.8% from 6%.</p><p>Cigna and&nbsp;<b>Liberty Media</b>&nbsp;report earnings.</p>","source":"lsy1601382232898","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>Uber, Pfizer, PayPal, T-Mobile, ViacomCBS, General Motors, and Other Stocks for Investors to Watch This Week</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\">\nUber, Pfizer, PayPal, T-Mobile, ViacomCBS, General Motors, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 07:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/uber-pfizer-paypal-t-mobile-viacomcbs-general-motors-and-other-stocks-for-investors-to-watch-this-week-51619982000?mod=hp_LEADSUPP_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s another packed week of earnings reports, with 130 S&P 500 companies on deck to release their first-quarter results. Estée Lauder is among Monday’s highlights, before things pick up on Tuesday: ...</p>\n\n<a href=\"https://www.barrons.com/articles/uber-pfizer-paypal-t-mobile-viacomcbs-general-motors-and-other-stocks-for-investors-to-watch-this-week-51619982000?mod=hp_LEADSUPP_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","TMUS":"T-Mobile US Inc","GM":"通用汽车","PYPL":"PayPal",".DJI":"道琼斯","UBER":"优步","PFE":"辉瑞"},"source_url":"https://www.barrons.com/articles/uber-pfizer-paypal-t-mobile-viacomcbs-general-motors-and-other-stocks-for-investors-to-watch-this-week-51619982000?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135819410","content_text":"It’s another packed week of earnings reports, with 130 S&P 500 companies on deck to release their first-quarter results. Estée Lauder is among Monday’s highlights, before things pick up on Tuesday: Activision Blizzard, CVS Health, DuPont, Pfizer, and T-Mobile US all report.On Wednesday, Barrick Gold, Booking Holdings, General Motors, PayPal Holdings, and Uber Technologies release earnings. Anheuser-Busch InBev, Moderna, Regeneron Pharmaceuticals, Square, and ViacomCBS go on Thursday. And finally, Cigna closes the week on Friday.On the economic calendar this week, the main event will jobs Friday. The Bureau of Labor Statistics is forecast to report a gain of 975,000 nonfarm payrolls in April, and an unemployment rate of 5.8%—down from 6% a month earlier.Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for April on Monday and its Services equivalent on Wednesday.Enterprise Products Partners and Estée Lauder release earnings.Merck and Public Storage hold virtual investor days.The Census Bureau reports construction-spending data for March. Consensus estimate is for a 0.6% month-over-month increase in construction spending to a seasonally adjusted annual rate of $1.53 trillion.The Institute for Supply Management releases its Manufacturing Purchasing Managers’ Index for April. Economists forecast a 65 reading, roughly even with the March figure. The March reading was the highest for the index since December 1983.Tuesday 5/4Activision Blizzard,ConocoPhillips, Cummins, CVS Health,Dominion Energy,DuPont, Eaton, Pfizer,Sysco,and T-Mobile US report quarterly results.Eli Lilly holds a conference call to discuss its sustainability initiatives.Union Pacific holds its 2021 virtual investor day.Wednesday 5/5Barrick Gold, Booking Holdings,BorgWarner,Emerson Electric,General Motors,Hilton Worldwide Holdings,Novo Nordisk,PayPal Holdings, and Uber Technologies release earnings.ADP releases its National Employment Report for April. Expectations are for a gain of 762,500 jobs in private-sector employment after a 517,000 increase in March.ISM releases its Services PMI for April. The consensus call is for a 64.6 reading, a tick higher than the March data. The March reading was an all-time high for the index.Thursday 5/6Anheuser-Busch InBev,Becton Dickinson,Expedia Group,Fidelity National Information Services,Kellogg, Linde,MetLife,Moderna, Regeneron Pharmaceuticals, Square, ViacomCBS, and Zoetishold conference calls to discuss quarterly results.The Department of Labor reports initial jobless claims for the week ending on May 1. Initial jobless claims have averaged 611,750 a week in April and are at their lowest level since March of last year.The Bureau of Labor Statistics reports labor costs and productivity for the first quarter. Expectations are for a seasonally adjusted annual rate of 2.2% productivity growth, compared with a 4.2% decline in the fourth quarter of 2020. Unit labor costs are seen falling 0.4% after rising 6% previously.Friday 5/7The Bureau of Labor Statistics releases the jobs report for April. Economists forecast a gain of 975,000 in nonfarm payroll employment. The unemployment rate is expected to edge down to 5.8% from 6%.Cigna and Liberty Media report earnings.","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101820178,"gmtCreate":1619879057494,"gmtModify":1704336005151,"author":{"id":"3573348577250194","authorId":"3573348577250194","name":"开始动","avatar":"https://static.tigerbbs.com/2a9c7b5059675ea831ba5b42ef1948ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573348577250194","authorIdStr":"3573348577250194"},"themes":[],"htmlText":"kkkk//<a href=\"https://laohu8.com/U/3571392409099070\">@ConnieCD</a>:Wow ?&nbsp;","listText":"kkkk//<a href=\"https://laohu8.com/U/3571392409099070\">@ConnieCD</a>:Wow ?&nbsp;","text":"kkkk//@ConnieCD:Wow ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/101820178","repostId":"1152594140","repostType":4,"repost":{"id":"1152594140","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1619791880,"share":"https://ttm.financial/m/news/1152594140?lang=&edition=fundamental","pubTime":"2021-04-30 22:11","market":"us","language":"en","title":"TikTok names ByteDance CFO Shouzi Chew as new CEO","url":"https://stock-news.laohu8.com/highlight/detail?id=1152594140","media":"Reuters","summary":"TikTok appointed Shouzi Chew, a Singaporean national, as the new Chief Executive Officer of the hot ","content":"<p>TikTok appointed Shouzi Chew, a Singaporean national, as the new Chief Executive Officer of the hot video-sharing platform, the company said on Friday.</p>\n<p>Chew, who is based in Singapore and was named CFO of TikTok parent company ByteDance in March this year, will continue in that role.</p>\n<p>TikTok’s interim head Vanessa Pappas, based in Los Angeles, will be the new Chief Operating Officer.</p>\n<p>Chew had served as Xiaomi’s chief financial officer from 2015 to 2020, and ran its international business for a year.</p>","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>TikTok names ByteDance CFO Shouzi Chew as new CEO</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\">\nTikTok names ByteDance CFO Shouzi Chew as new CEO\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-04-30 22:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>TikTok appointed Shouzi Chew, a Singaporean national, as the new Chief Executive Officer of the hot video-sharing platform, the company said on Friday.</p>\n<p>Chew, who is based in Singapore and was named CFO of TikTok parent company ByteDance in March this year, will continue in that role.</p>\n<p>TikTok’s interim head Vanessa Pappas, based in Los Angeles, will be the new Chief Operating Officer.</p>\n<p>Chew had served as Xiaomi’s chief financial officer from 2015 to 2020, and ran its international business for a year.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152594140","content_text":"TikTok appointed Shouzi Chew, a Singaporean national, as the new Chief Executive Officer of the hot video-sharing platform, the company said on Friday.\nChew, who is based in Singapore and was named CFO of TikTok parent company ByteDance in March this year, will continue in that role.\nTikTok’s interim head Vanessa Pappas, based in Los Angeles, will be the new Chief Operating Officer.\nChew had served as Xiaomi’s chief financial officer from 2015 to 2020, and ran its international business for a year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101863588,"gmtCreate":1619877811244,"gmtModify":1704335995245,"author":{"id":"3573348577250194","authorId":"3573348577250194","name":"开始动","avatar":"https://static.tigerbbs.com/2a9c7b5059675ea831ba5b42ef1948ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573348577250194","authorIdStr":"3573348577250194"},"themes":[],"htmlText":"?&nbsp;","listText":"?&nbsp;","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/101863588","repostId":"1131566836","repostType":2,"repost":{"id":"1131566836","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1619744075,"share":"https://ttm.financial/m/news/1131566836?lang=&edition=fundamental","pubTime":"2021-04-30 08:54","market":"sg","language":"en","title":"DBS Q1 net profit jumps 72%, powered by broad-based growth","url":"https://stock-news.laohu8.com/highlight/detail?id=1131566836","media":"Reuters","summary":"DBS Group trumped market estimates with a 72 per cent rise in quarterly profit to a record high on s","content":"<p>DBS Group trumped market estimates with a 72 per cent rise in quarterly profit to a record high on strong loan growth and stabilising asset quality, while highlighting bullish prospects in a recovering global economy.</p>\n<p>\"This has been an extraordinary quarter for our business as we fired on all cylinders. Loan and deposit growth were robust, fees were strong and treasury had a record performance,\"&nbsp;Piyush Gupta, CEO of Southeast Asia’s largest bank, said in the results statement on Friday.</p>\n<p>The Singapore-based lender reported a quarterly net profit of S$2.0 billion for January-March, above an average forecast of S$1.43 billion from three analysts according to Refinitiv data and versus S$1.16 billion a year-ago.</p>","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>DBS Q1 net profit jumps 72%, powered by broad-based growth</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\">\nDBS Q1 net profit jumps 72%, powered by broad-based growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-04-30 08:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>DBS Group trumped market estimates with a 72 per cent rise in quarterly profit to a record high on strong loan growth and stabilising asset quality, while highlighting bullish prospects in a recovering global economy.</p>\n<p>\"This has been an extraordinary quarter for our business as we fired on all cylinders. Loan and deposit growth were robust, fees were strong and treasury had a record performance,\"&nbsp;Piyush Gupta, CEO of Southeast Asia’s largest bank, said in the results statement on Friday.</p>\n<p>The Singapore-based lender reported a quarterly net profit of S$2.0 billion for January-March, above an average forecast of S$1.43 billion from three analysts according to Refinitiv data and versus S$1.16 billion a year-ago.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"D05.SI":"星展集团控股"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131566836","content_text":"DBS Group trumped market estimates with a 72 per cent rise in quarterly profit to a record high on strong loan growth and stabilising asset quality, while highlighting bullish prospects in a recovering global economy.\n\"This has been an extraordinary quarter for our business as we fired on all cylinders. Loan and deposit growth were robust, fees were strong and treasury had a record performance,\" Piyush Gupta, CEO of Southeast Asia’s largest bank, said in the results statement on Friday.\nThe Singapore-based lender reported a quarterly net profit of S$2.0 billion for January-March, above an average forecast of S$1.43 billion from three analysts according to Refinitiv data and versus S$1.16 billion a year-ago.","news_type":1},"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101863648,"gmtCreate":1619877767784,"gmtModify":1704335995577,"author":{"id":"3573348577250194","authorId":"3573348577250194","name":"开始动","avatar":"https://static.tigerbbs.com/2a9c7b5059675ea831ba5b42ef1948ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573348577250194","authorIdStr":"3573348577250194"},"themes":[],"htmlText":"Wow&nbsp;","listText":"Wow&nbsp;","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/101863648","repostId":"1178555518","repostType":2,"repost":{"id":"1178555518","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619784516,"share":"https://ttm.financial/m/news/1178555518?lang=&edition=fundamental","pubTime":"2021-04-30 20:08","market":"us","language":"en","title":"Toplines Before US Market Open on Friday","url":"https://stock-news.laohu8.com/highlight/detail?id=1178555518","media":"Tiger Newspress","summary":"U.S. stock futures continue to fall,Dow Futures contract was down 148 points, or 0.44%,S&P 500 Futur","content":"<p>U.S. stock futures continue to fall,Dow Futures&nbsp;contract was down 148 points, or 0.44%,S&amp;P 500 Futures&nbsp;traded 21.25 points, or 0.51%, lower, andNasdaq 100 Futures&nbsp;dropped 86.25 points, or 0.62%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d131c142fbae1f496dfcc2b367d20502\" tg-width=\"1242\" tg-height=\"385\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 08:05</span></p><p>The main indices closed higher Thursday, with theDow Jones Industrial Averageending up 0.7%, theS&amp;P 500gaining just under 0.7% to finish at a new closing high, and the tech-heavyNasdaq Compositeup just over 0.2%.</p><p><b><i>Take a look at some of the biggest movers in the premarket:</i></b></p><p>Twitter(TWTR) – Twitter shares plunged 12.4% in premarket trading after it warned of rising expenses and a possible slowdown in user growth. Twitter beat estimates for its latest quarter by 2 cents a share, with earnings of 16 cents per share. Revenue was also slightly above estimates.</p><p>Skyworks Solutions(SWKS) – Skyworks beat estimates by 2 cents a share, with quarterly earnings of $2.37 per share. The maker of semiconductor components also saw its revenue beat forecasts. The company’s shares tumbled 7.9% in premarket trading, however, after it gave an outlook that disappointed some investors.</p><p>Western Digital(WDC) – Western Digital reported quarterly profit of $1.02 per share, compared to a consensus estimate of 68 cents a share. The disk drive and flash memory company's revenue also exceeded Street forecasts, with stronger memory chip prices among the positive factors for the quarter. Shares jumped 4.7% in premarket action.</p><p>Chevron(CVX) – Chevron matched forecasts with quarterly profit of 90 cents per share, with revenue above Street forecasts. Chevron's profit fell 29% from a year ago, with weaker refining margins among the factors offsetting higher oil and gas prices. Its shares lost 2.2% in premarket trading.</p><p>Exxon Mobil(XOM) – Exxon reported quarterly earnings of 65 cents per share, 6 cents a share above estimates. Revenue came in above forecasts as well. Exxon said it lowered cash operating expenses compared to a year ago and expects to deliver additional cost savings.</p><p>Clorox(CLX) – The cleaning products maker’s shares skidded 4.1% in premarket trading after the company cut its full-year forecast due to higher commodity and freight costs. Clorox beat estimates for its latest quarter by 14 cents a share, with profit of $1.62 per share. Revenue was below analysts’ forecasts.</p><p>Newell Brands(NWL) – Newell shares rose 2.9% in the premarket after beating estimates on both the top and bottom lines for its latest quarter and raising its full-year forecast. The company behind consumer product brands like Sunbeam, Rubbermaid and Sharpie said it saw strong sales growth across all its business units.</p><p>Restaurant Brands(QSR) – The restaurant operator beat estimates by 5 cents a share, with quarterly earnings of 55 cents per share. Revenue came in slightly above estimates. Comparable sales were better than expected at Tim Hortons and Popeyes, and matched forecasts at Burger King. Shares added 1.1% in premarket action.</p><p>Colgate-Palmolive(CL) – Shares of the household products maker gained 1.5% in the premarket as its top and bottom lines came in slightly above Street forecasts for its most recent quarter. The company registered 6% sales growth despite difficult comparisons to a year ago, when consumers were stocking up as the pandemic took hold.</p><p>Amazon.com(AMZN) – Amazon reported record profit for the fourth straight quarter, with earnings of $15.79 per share swamping the consensus estimate of $9.54 a share. Revenue also exceeded forecasts, with Amazon showing strength in all its business lines. It also said it does not expect the pandemic-induced boom in online shopping to fade once the crisis recedes. Amazon gained 2.4% in the premarket.</p><p>Gilead Sciences(GILD) – Gilead fell a penny a share short of analyst forecasts, with quarterly earnings of $2.08 per share. The drugmaker’s revenue missed estimates as well. Gilead was impacted by weaker sales for its HIV and hepatitis C drugs, although it did benefit from sales of its remdesivir Covid-19 treatment. The stock fell 2.7% in premarket trading.</p><p>Texas Roadhouse(TXRH) – Texas Roadhouse gained 3% in the premarket after the restaurant chain beat estimates on the top and bottom lines for its latest quarter. The company also announced it would resume paying a dividend in June.</p>","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>Toplines Before US Market Open on Friday  </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\">\nToplines Before US Market Open on Friday  \n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-04-30 20:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>U.S. stock futures continue to fall,Dow Futures&nbsp;contract was down 148 points, or 0.44%,S&amp;P 500 Futures&nbsp;traded 21.25 points, or 0.51%, lower, andNasdaq 100 Futures&nbsp;dropped 86.25 points, or 0.62%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d131c142fbae1f496dfcc2b367d20502\" tg-width=\"1242\" tg-height=\"385\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 08:05</span></p><p>The main indices closed higher Thursday, with theDow Jones Industrial Averageending up 0.7%, theS&amp;P 500gaining just under 0.7% to finish at a new closing high, and the tech-heavyNasdaq Compositeup just over 0.2%.</p><p><b><i>Take a look at some of the biggest movers in the premarket:</i></b></p><p>Twitter(TWTR) – Twitter shares plunged 12.4% in premarket trading after it warned of rising expenses and a possible slowdown in user growth. Twitter beat estimates for its latest quarter by 2 cents a share, with earnings of 16 cents per share. Revenue was also slightly above estimates.</p><p>Skyworks Solutions(SWKS) – Skyworks beat estimates by 2 cents a share, with quarterly earnings of $2.37 per share. The maker of semiconductor components also saw its revenue beat forecasts. The company’s shares tumbled 7.9% in premarket trading, however, after it gave an outlook that disappointed some investors.</p><p>Western Digital(WDC) – Western Digital reported quarterly profit of $1.02 per share, compared to a consensus estimate of 68 cents a share. The disk drive and flash memory company's revenue also exceeded Street forecasts, with stronger memory chip prices among the positive factors for the quarter. Shares jumped 4.7% in premarket action.</p><p>Chevron(CVX) – Chevron matched forecasts with quarterly profit of 90 cents per share, with revenue above Street forecasts. Chevron's profit fell 29% from a year ago, with weaker refining margins among the factors offsetting higher oil and gas prices. Its shares lost 2.2% in premarket trading.</p><p>Exxon Mobil(XOM) – Exxon reported quarterly earnings of 65 cents per share, 6 cents a share above estimates. Revenue came in above forecasts as well. Exxon said it lowered cash operating expenses compared to a year ago and expects to deliver additional cost savings.</p><p>Clorox(CLX) – The cleaning products maker’s shares skidded 4.1% in premarket trading after the company cut its full-year forecast due to higher commodity and freight costs. Clorox beat estimates for its latest quarter by 14 cents a share, with profit of $1.62 per share. Revenue was below analysts’ forecasts.</p><p>Newell Brands(NWL) – Newell shares rose 2.9% in the premarket after beating estimates on both the top and bottom lines for its latest quarter and raising its full-year forecast. The company behind consumer product brands like Sunbeam, Rubbermaid and Sharpie said it saw strong sales growth across all its business units.</p><p>Restaurant Brands(QSR) – The restaurant operator beat estimates by 5 cents a share, with quarterly earnings of 55 cents per share. Revenue came in slightly above estimates. Comparable sales were better than expected at Tim Hortons and Popeyes, and matched forecasts at Burger King. Shares added 1.1% in premarket action.</p><p>Colgate-Palmolive(CL) – Shares of the household products maker gained 1.5% in the premarket as its top and bottom lines came in slightly above Street forecasts for its most recent quarter. The company registered 6% sales growth despite difficult comparisons to a year ago, when consumers were stocking up as the pandemic took hold.</p><p>Amazon.com(AMZN) – Amazon reported record profit for the fourth straight quarter, with earnings of $15.79 per share swamping the consensus estimate of $9.54 a share. Revenue also exceeded forecasts, with Amazon showing strength in all its business lines. It also said it does not expect the pandemic-induced boom in online shopping to fade once the crisis recedes. Amazon gained 2.4% in the premarket.</p><p>Gilead Sciences(GILD) – Gilead fell a penny a share short of analyst forecasts, with quarterly earnings of $2.08 per share. The drugmaker’s revenue missed estimates as well. Gilead was impacted by weaker sales for its HIV and hepatitis C drugs, although it did benefit from sales of its remdesivir Covid-19 treatment. The stock fell 2.7% in premarket trading.</p><p>Texas Roadhouse(TXRH) – Texas Roadhouse gained 3% in the premarket after the restaurant chain beat estimates on the top and bottom lines for its latest quarter. The company also announced it would resume paying a dividend in June.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178555518","content_text":"U.S. stock futures continue to fall,Dow Futures contract was down 148 points, or 0.44%,S&P 500 Futures traded 21.25 points, or 0.51%, lower, andNasdaq 100 Futures dropped 86.25 points, or 0.62%.*Source From Tiger Trade, EST 08:05The main indices closed higher Thursday, with theDow Jones Industrial Averageending up 0.7%, theS&P 500gaining just under 0.7% to finish at a new closing high, and the tech-heavyNasdaq Compositeup just over 0.2%.Take a look at some of the biggest movers in the premarket:Twitter(TWTR) – Twitter shares plunged 12.4% in premarket trading after it warned of rising expenses and a possible slowdown in user growth. Twitter beat estimates for its latest quarter by 2 cents a share, with earnings of 16 cents per share. Revenue was also slightly above estimates.Skyworks Solutions(SWKS) – Skyworks beat estimates by 2 cents a share, with quarterly earnings of $2.37 per share. The maker of semiconductor components also saw its revenue beat forecasts. The company’s shares tumbled 7.9% in premarket trading, however, after it gave an outlook that disappointed some investors.Western Digital(WDC) – Western Digital reported quarterly profit of $1.02 per share, compared to a consensus estimate of 68 cents a share. The disk drive and flash memory company's revenue also exceeded Street forecasts, with stronger memory chip prices among the positive factors for the quarter. Shares jumped 4.7% in premarket action.Chevron(CVX) – Chevron matched forecasts with quarterly profit of 90 cents per share, with revenue above Street forecasts. Chevron's profit fell 29% from a year ago, with weaker refining margins among the factors offsetting higher oil and gas prices. Its shares lost 2.2% in premarket trading.Exxon Mobil(XOM) – Exxon reported quarterly earnings of 65 cents per share, 6 cents a share above estimates. Revenue came in above forecasts as well. Exxon said it lowered cash operating expenses compared to a year ago and expects to deliver additional cost savings.Clorox(CLX) – The cleaning products maker’s shares skidded 4.1% in premarket trading after the company cut its full-year forecast due to higher commodity and freight costs. Clorox beat estimates for its latest quarter by 14 cents a share, with profit of $1.62 per share. Revenue was below analysts’ forecasts.Newell Brands(NWL) – Newell shares rose 2.9% in the premarket after beating estimates on both the top and bottom lines for its latest quarter and raising its full-year forecast. The company behind consumer product brands like Sunbeam, Rubbermaid and Sharpie said it saw strong sales growth across all its business units.Restaurant Brands(QSR) – The restaurant operator beat estimates by 5 cents a share, with quarterly earnings of 55 cents per share. Revenue came in slightly above estimates. Comparable sales were better than expected at Tim Hortons and Popeyes, and matched forecasts at Burger King. Shares added 1.1% in premarket action.Colgate-Palmolive(CL) – Shares of the household products maker gained 1.5% in the premarket as its top and bottom lines came in slightly above Street forecasts for its most recent quarter. The company registered 6% sales growth despite difficult comparisons to a year ago, when consumers were stocking up as the pandemic took hold.Amazon.com(AMZN) – Amazon reported record profit for the fourth straight quarter, with earnings of $15.79 per share swamping the consensus estimate of $9.54 a share. Revenue also exceeded forecasts, with Amazon showing strength in all its business lines. It also said it does not expect the pandemic-induced boom in online shopping to fade once the crisis recedes. Amazon gained 2.4% in the premarket.Gilead Sciences(GILD) – Gilead fell a penny a share short of analyst forecasts, with quarterly earnings of $2.08 per share. The drugmaker’s revenue missed estimates as well. Gilead was impacted by weaker sales for its HIV and hepatitis C drugs, although it did benefit from sales of its remdesivir Covid-19 treatment. The stock fell 2.7% in premarket trading.Texas Roadhouse(TXRH) – Texas Roadhouse gained 3% in the premarket after the restaurant chain beat estimates on the top and bottom lines for its latest quarter. The company also announced it would resume paying a dividend in June.","news_type":1},"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101860627,"gmtCreate":1619877501669,"gmtModify":1704335992428,"author":{"id":"3573348577250194","authorId":"3573348577250194","name":"开始动","avatar":"https://static.tigerbbs.com/2a9c7b5059675ea831ba5b42ef1948ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573348577250194","authorIdStr":"3573348577250194"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/101860627","repostId":"1155857726","repostType":4,"repost":{"id":"1155857726","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1619795809,"share":"https://ttm.financial/m/news/1155857726?lang=&edition=fundamental","pubTime":"2021-04-30 23:16","market":"us","language":"en","title":"Fed's Kaplan sees financial market 'excesses,' eyes QE taper","url":"https://stock-news.laohu8.com/highlight/detail?id=1155857726","media":"Reuters","summary":"Dallas Federal Reserve Bank President Robert Kaplan on Friday warned of imbalances in U.S. financial","content":"<p>Dallas Federal Reserve Bank President Robert Kaplan on Friday warned of imbalances in U.S. financial markets and said he now believes the economy will meet the benchmarks the central bank set out for trimming its bond buying sooner than he had anticipated.</p>\n<p>\"We are now at a point where I'm observing excesses and imbalances in financial markets,\" Kaplan told the Montgomery Area Chamber of Commerce, pointing to the elevated stock market, credit spreads, and a \"historically\" robust housing market. \"I do think, at the earliest opportunity, I think it would be appropriate for us to start talking about adjusting those purchases,\" referring to the Fed's $120 billion in monthly bond buys known as quantitative easing, or QE.</p>","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>Fed's Kaplan sees financial market 'excesses,' eyes QE taper</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\">\nFed's Kaplan sees financial market 'excesses,' eyes QE taper\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-04-30 23:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Dallas Federal Reserve Bank President Robert Kaplan on Friday warned of imbalances in U.S. financial markets and said he now believes the economy will meet the benchmarks the central bank set out for trimming its bond buying sooner than he had anticipated.</p>\n<p>\"We are now at a point where I'm observing excesses and imbalances in financial markets,\" Kaplan told the Montgomery Area Chamber of Commerce, pointing to the elevated stock market, credit spreads, and a \"historically\" robust housing market. \"I do think, at the earliest opportunity, I think it would be appropriate for us to start talking about adjusting those purchases,\" referring to the Fed's $120 billion in monthly bond buys known as quantitative easing, or QE.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155857726","content_text":"Dallas Federal Reserve Bank President Robert Kaplan on Friday warned of imbalances in U.S. financial markets and said he now believes the economy will meet the benchmarks the central bank set out for trimming its bond buying sooner than he had anticipated.\n\"We are now at a point where I'm observing excesses and imbalances in financial markets,\" Kaplan told the Montgomery Area Chamber of Commerce, pointing to the elevated stock market, credit spreads, and a \"historically\" robust housing market. \"I do think, at the earliest opportunity, I think it would be appropriate for us to start talking about adjusting those purchases,\" referring to the Fed's $120 billion in monthly bond buys known as quantitative easing, or QE.","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101035447,"gmtCreate":1619829835089,"gmtModify":1704335412184,"author":{"id":"3573348577250194","authorId":"3573348577250194","name":"开始动","avatar":"https://static.tigerbbs.com/2a9c7b5059675ea831ba5b42ef1948ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573348577250194","authorIdStr":"3573348577250194"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/101035447","repostId":"1189807124","repostType":4,"repost":{"id":"1189807124","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619791477,"share":"https://ttm.financial/m/news/1189807124?lang=&edition=fundamental","pubTime":"2021-04-30 22:04","market":"us","language":"en","title":"Amazon once rose 2.4%, setting a record high in intraday trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1189807124","media":"Tiger Newspress","summary":"Amazon once rose 2.4%, setting a record high in intraday trading.Here’s what analysts are saying abo","content":"<p>Amazon once rose 2.4%, setting a record high in intraday trading.</p><p><img src=\"https://static.tigerbbs.com/9b9f7378d5970cada2dc37de1aa76935\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>Here’s what analysts are saying about Amazon tripling profits</p><p>Swiss Bank UBS raises its price target as the COVID-19 pandemic caused boom in demand for home deliveries, helping Amazon triple profits</p><p>The COVID-19 pandemic has caused a boom in demand for home deliveries, which has helped AmazonAMZN,+1.75%triple its first-quarter profits.</p><p>The online retailer’s stock has risen 46% the past year and some analysts think it could still have further to go.</p><p>Michael Lasser, an analyst at Swiss bank UBSUBS,-0.92%,has lifted his price target for Amazon to $4,350 from $4,150, writing: “With broad-based strength across e-commerce &amp; AWS, Amazon’s Q1 ’21 earnings report demonstrates why it remains the industry leader.”</p><p><b>Amazon’s pandemic profits top previous 3 years of earnings</b></p><p>Shyam Patil, an analyst from Susquehanna Financial Group, remains positive on Amazon.</p><p>“Business trends remain strong and should continue to do so throughout 2021,” he wrote. “Ultimately, we see AMZN as a long-term secular grower underpinned by its strong e-commerce, cloud, and advertising businesses.”</p><p><b>Should you buy Amazon stock? Analysts prefer it over other Big Tech companies</b></p><p>Trip Chowdhry, an analyst at Global Equities Research, noted the “solid results” and reiterated his view that Andy Jassy, who will replace founder Jeff Bezos as chief executive, will be a good boss.</p><p>Jassy currently runs Amazon Web Services, which Chowdhry says is benefiting from secular growth trends. “So many of you were panicked about CEO Transition,” he wrote. “Andy Jassy is a much better CEO than Jeff Bezos.”</p>","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>Amazon once rose 2.4%, setting a record high in intraday trading</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\">\nAmazon once rose 2.4%, setting a record high in intraday trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-04-30 22:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Amazon once rose 2.4%, setting a record high in intraday trading.</p><p><img src=\"https://static.tigerbbs.com/9b9f7378d5970cada2dc37de1aa76935\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>Here’s what analysts are saying about Amazon tripling profits</p><p>Swiss Bank UBS raises its price target as the COVID-19 pandemic caused boom in demand for home deliveries, helping Amazon triple profits</p><p>The COVID-19 pandemic has caused a boom in demand for home deliveries, which has helped AmazonAMZN,+1.75%triple its first-quarter profits.</p><p>The online retailer’s stock has risen 46% the past year and some analysts think it could still have further to go.</p><p>Michael Lasser, an analyst at Swiss bank UBSUBS,-0.92%,has lifted his price target for Amazon to $4,350 from $4,150, writing: “With broad-based strength across e-commerce &amp; AWS, Amazon’s Q1 ’21 earnings report demonstrates why it remains the industry leader.”</p><p><b>Amazon’s pandemic profits top previous 3 years of earnings</b></p><p>Shyam Patil, an analyst from Susquehanna Financial Group, remains positive on Amazon.</p><p>“Business trends remain strong and should continue to do so throughout 2021,” he wrote. “Ultimately, we see AMZN as a long-term secular grower underpinned by its strong e-commerce, cloud, and advertising businesses.”</p><p><b>Should you buy Amazon stock? Analysts prefer it over other Big Tech companies</b></p><p>Trip Chowdhry, an analyst at Global Equities Research, noted the “solid results” and reiterated his view that Andy Jassy, who will replace founder Jeff Bezos as chief executive, will be a good boss.</p><p>Jassy currently runs Amazon Web Services, which Chowdhry says is benefiting from secular growth trends. “So many of you were panicked about CEO Transition,” he wrote. “Andy Jassy is a much better CEO than Jeff Bezos.”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189807124","content_text":"Amazon once rose 2.4%, setting a record high in intraday trading.Here’s what analysts are saying about Amazon tripling profitsSwiss Bank UBS raises its price target as the COVID-19 pandemic caused boom in demand for home deliveries, helping Amazon triple profitsThe COVID-19 pandemic has caused a boom in demand for home deliveries, which has helped AmazonAMZN,+1.75%triple its first-quarter profits.The online retailer’s stock has risen 46% the past year and some analysts think it could still have further to go.Michael Lasser, an analyst at Swiss bank UBSUBS,-0.92%,has lifted his price target for Amazon to $4,350 from $4,150, writing: “With broad-based strength across e-commerce & AWS, Amazon’s Q1 ’21 earnings report demonstrates why it remains the industry leader.”Amazon’s pandemic profits top previous 3 years of earningsShyam Patil, an analyst from Susquehanna Financial Group, remains positive on Amazon.“Business trends remain strong and should continue to do so throughout 2021,” he wrote. “Ultimately, we see AMZN as a long-term secular grower underpinned by its strong e-commerce, cloud, and advertising businesses.”Should you buy Amazon stock? Analysts prefer it over other Big Tech companiesTrip Chowdhry, an analyst at Global Equities Research, noted the “solid results” and reiterated his view that Andy Jassy, who will replace founder Jeff Bezos as chief executive, will be a good boss.Jassy currently runs Amazon Web Services, which Chowdhry says is benefiting from secular growth trends. “So many of you were panicked about CEO Transition,” he wrote. “Andy Jassy is a much better CEO than Jeff Bezos.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":103017944,"gmtCreate":1619738825488,"gmtModify":1704271510431,"author":{"id":"3573348577250194","authorId":"3573348577250194","name":"开始动","avatar":"https://static.tigerbbs.com/2a9c7b5059675ea831ba5b42ef1948ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573348577250194","idStr":"3573348577250194"},"themes":[],"htmlText":"Well done&nbsp;","listText":"Well done&nbsp;","text":"Well done","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/103017944","repostId":"1188611661","repostType":4,"repost":{"id":"1188611661","pubTimestamp":1619734487,"share":"https://ttm.financial/m/news/1188611661?lang=&edition=fundamental","pubTime":"2021-04-30 06:14","market":"us","language":"en","title":"Amazon sales surge 44% as it smashes earnings expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1188611661","media":"CNBC","summary":"Amazon released first-quarter results on Thursday that trounced analysts’ expectations.\nThe company ","content":"<ul>\n <li>Amazon released first-quarter results on Thursday that trounced analysts’ expectations.</li>\n <li>The company confirmed that this year’s Prime Day will take place in June, which will likely help year over year comparisons for revenue in the second quarter.</li>\n</ul>\n<p>Amazonshares climbed more than 3.5% in extended trading Thursday after the company&nbsp;released&nbsp;its first-quarter earnings, beating Wall Street’s expectations for earnings and revenue.</p>\n<p><img src=\"https://static.tigerbbs.com/798d7f0536203d2ae33b543f4dabf204\" tg-width=\"1281\" tg-height=\"591\"></p>\n<p>Here’s how the e-commerce giant fared, relative to analyst estimates compiled by Refinitiv:</p>\n<ul>\n <li><b>Earnings:</b>$15.79 per share vs. $9.54 per share expected</li>\n <li><b>Revenue:</b>$108.52 billion vs. $104.47 billion expected</li>\n</ul>\n<p>Few companies have benefited from the pandemic-fueled surge of online shoppingas much as Amazon. Its first-quarter results showed the company’s business continues to be buoyed by the pandemic, with sales soaring 44% year-over-year to $108.5 billion.</p>\n<p>Amazon’s guidance for the second quarter implies that it expects the momentum to continue, which should help allay investor fears that business could slow in a post-pandemic environment. The company expects to post revenue between $110 billion and $116 billion, surpassing Wall Street’s projection $108.6 billion.</p>\n<p>Crucially, Amazon confirmed in its guidance that this year’s Prime Day will take place in June, which will likely help year-over-year comparisons for revenue in the second quarter. Typically, Amazon’s annual, two-day discount bonanza takes place in July, but the company postponed the event to October last year amid pandemic-related uncertainty.</p>\n<p>When asked about the Prime Day timing, CFO Brian Olsavsky said on a call with investors: “In many areas, July is vacation month, so it might be better for customers, sellers and vendors to experiment with a different time period. We believe that it might be better timing later in [the second quarter], so that’s what we’re testing this year.”</p>\n<p>Outside of its core retail segment, Amazon’s cloud-computing and advertising businesses continue to boom. Amazon Web Servicessawnet sales of $13.5 billion during the quarter, up 32% year over year. Amazon doesn’t disclose advertising sales, but it’s included in the company’s “Other” category, which saw its revenues grow 77% year over year to $6.9 billion.</p>\n<p>Amazon CEO Jeff Bezos also gave a rare glimpse into how the company’s streaming business has fared during the pandemic, as stuck-at-home consumers relied on online entertainment to keep busy. “As Prime Video turns 10, over 175 million Prime members have streamed shows and movies in the past year, and streaming hours are up more than 70% year over year,” he said.</p>\n<p>Amazon’s streaming service, Prime Video, is a key offering of the company’s Prime subscription service, which costs $119 a year and includes a range of other benefits like free, two-day shipping. Bezos disclosed earlier this month that the company now has 200 million Prime subscribers, 50 million more than it had at the start of 2020.</p>\n<p>Physical stores revenue, which includes Whole Foods Market and other brick-and-mortar offerings like Amazon Books, continued to fall. Sales slumped 16% to $3.9 billion. The category excludes online delivery, Olsavsky said.</p>\n<p>During the quarter, Amazon’s sales grew faster internationally than they did in North America. International revenue surged 60% year over year, more than any other segment, while North America revenue climbed 40%.</p>\n<p>As expected, Amazon will incur fewer costs this year related to coronavirus safety measures. Operating income is forecast to be between $4.5 billion and $8 billion in the second quarter, assuming $1.5 billion of costs related to Covid-19. That’s in line with what Amazon executives predicted last quarter.</p>\n<p>AmazonsaidWednesday it would spend more than $1 billion on raising wages for over half a million of its U.S. operations workers. On a call with reporters, Olsavsky said it decided to move up the pay increase from the fall to this spring as volumes remain just as strong as they were at the beginning of the pandemic.</p>\n<p>Olsavsky declined to comment on Amazon’s CEO transition plans, which will come into play once Bezossteps down in the third quarter. Bezos will turn the helm over to AWS CEO Andy Jassy and assume the role of executive chairman of Amazon’s board.</p>","source":"lsy1609915699154","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>Amazon sales surge 44% as it smashes earnings expectations</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\">\nAmazon sales surge 44% as it smashes earnings expectations\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-30 06:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/29/amazon-amzn-earnings-q1-2021.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon released first-quarter results on Thursday that trounced analysts’ expectations.\nThe company confirmed that this year’s Prime Day will take place in June, which will likely help year over year ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/29/amazon-amzn-earnings-q1-2021.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.cnbc.com/2021/04/29/amazon-amzn-earnings-q1-2021.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188611661","content_text":"Amazon released first-quarter results on Thursday that trounced analysts’ expectations.\nThe company confirmed that this year’s Prime Day will take place in June, which will likely help year over year comparisons for revenue in the second quarter.\n\nAmazonshares climbed more than 3.5% in extended trading Thursday after the company released its first-quarter earnings, beating Wall Street’s expectations for earnings and revenue.\n\nHere’s how the e-commerce giant fared, relative to analyst estimates compiled by Refinitiv:\n\nEarnings:$15.79 per share vs. $9.54 per share expected\nRevenue:$108.52 billion vs. $104.47 billion expected\n\nFew companies have benefited from the pandemic-fueled surge of online shoppingas much as Amazon. Its first-quarter results showed the company’s business continues to be buoyed by the pandemic, with sales soaring 44% year-over-year to $108.5 billion.\nAmazon’s guidance for the second quarter implies that it expects the momentum to continue, which should help allay investor fears that business could slow in a post-pandemic environment. The company expects to post revenue between $110 billion and $116 billion, surpassing Wall Street’s projection $108.6 billion.\nCrucially, Amazon confirmed in its guidance that this year’s Prime Day will take place in June, which will likely help year-over-year comparisons for revenue in the second quarter. Typically, Amazon’s annual, two-day discount bonanza takes place in July, but the company postponed the event to October last year amid pandemic-related uncertainty.\nWhen asked about the Prime Day timing, CFO Brian Olsavsky said on a call with investors: “In many areas, July is vacation month, so it might be better for customers, sellers and vendors to experiment with a different time period. We believe that it might be better timing later in [the second quarter], so that’s what we’re testing this year.”\nOutside of its core retail segment, Amazon’s cloud-computing and advertising businesses continue to boom. Amazon Web Servicessawnet sales of $13.5 billion during the quarter, up 32% year over year. Amazon doesn’t disclose advertising sales, but it’s included in the company’s “Other” category, which saw its revenues grow 77% year over year to $6.9 billion.\nAmazon CEO Jeff Bezos also gave a rare glimpse into how the company’s streaming business has fared during the pandemic, as stuck-at-home consumers relied on online entertainment to keep busy. “As Prime Video turns 10, over 175 million Prime members have streamed shows and movies in the past year, and streaming hours are up more than 70% year over year,” he said.\nAmazon’s streaming service, Prime Video, is a key offering of the company’s Prime subscription service, which costs $119 a year and includes a range of other benefits like free, two-day shipping. Bezos disclosed earlier this month that the company now has 200 million Prime subscribers, 50 million more than it had at the start of 2020.\nPhysical stores revenue, which includes Whole Foods Market and other brick-and-mortar offerings like Amazon Books, continued to fall. Sales slumped 16% to $3.9 billion. The category excludes online delivery, Olsavsky said.\nDuring the quarter, Amazon’s sales grew faster internationally than they did in North America. International revenue surged 60% year over year, more than any other segment, while North America revenue climbed 40%.\nAs expected, Amazon will incur fewer costs this year related to coronavirus safety measures. Operating income is forecast to be between $4.5 billion and $8 billion in the second quarter, assuming $1.5 billion of costs related to Covid-19. That’s in line with what Amazon executives predicted last quarter.\nAmazonsaidWednesday it would spend more than $1 billion on raising wages for over half a million of its U.S. operations workers. On a call with reporters, Olsavsky said it decided to move up the pay increase from the fall to this spring as volumes remain just as strong as they were at the beginning of the pandemic.\nOlsavsky declined to comment on Amazon’s CEO transition plans, which will come into play once Bezossteps down in the third quarter. Bezos will turn the helm over to AWS CEO Andy Jassy and assume the role of executive chairman of Amazon’s board.","news_type":1},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375748686,"gmtCreate":1619399157645,"gmtModify":1704723184708,"author":{"id":"3573348577250194","authorId":"3573348577250194","name":"开始动","avatar":"https://static.tigerbbs.com/2a9c7b5059675ea831ba5b42ef1948ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573348577250194","idStr":"3573348577250194"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/375748686","repostId":"1112636113","repostType":4,"repost":{"id":"1112636113","pubTimestamp":1619398704,"share":"https://ttm.financial/m/news/1112636113?lang=&edition=fundamental","pubTime":"2021-04-26 08:58","market":"sg","language":"en","title":"Singapore’s top banks could see a boost in share prices as earnings bounce back","url":"https://stock-news.laohu8.com/highlight/detail?id=1112636113","media":"CNBC","summary":"KEY POINTS\n\nSingapore’s three largest banks are expected to report improved earnings as the global e","content":"<div>\n<p>KEY POINTS\n\nSingapore’s three largest banks are expected to report improved earnings as the global economy recovers from the Covid-19 pandemic, said analysts.\nThe city-state’s largest bank DBS will ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/26/singapore-banks-q1-2021-earnings-what-to-expect-from-dbs-ocbc-uob.html\">Web Link</a>\n\n</div>\n","source":"cnbc_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>Singapore’s top banks could see a boost in share prices as earnings bounce back</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\">\nSingapore’s top banks could see a boost in share prices as earnings bounce back\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-26 08:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/26/singapore-banks-q1-2021-earnings-what-to-expect-from-dbs-ocbc-uob.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nSingapore’s three largest banks are expected to report improved earnings as the global economy recovers from the Covid-19 pandemic, said analysts.\nThe city-state’s largest bank DBS will ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/26/singapore-banks-q1-2021-earnings-what-to-expect-from-dbs-ocbc-uob.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数","O39.SI":"华侨银行","U11.SI":"大华银行","D05.SI":"星展集团控股"},"source_url":"https://www.cnbc.com/2021/04/26/singapore-banks-q1-2021-earnings-what-to-expect-from-dbs-ocbc-uob.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1112636113","content_text":"KEY POINTS\n\nSingapore’s three largest banks are expected to report improved earnings as the global economy recovers from the Covid-19 pandemic, said analysts.\nThe city-state’s largest bank DBS will release first-quarter earnings on Friday; while smaller peers UOB and OCBC will report on May 6 and May 7, respectively.\nAll three Singapore-listed banks have risen more than 15% this year as of Friday’s close — outpacing the benchmark Straits Times Index’s 12.3% gain.\n\nSINGAPORE — Singapore’s three largest banks are expected to report improved earnings as the global economy recovers from the Covid-19 pandemic, said analysts.\nThe banks are scheduled to release first-quarter earnings in the coming days. The largest of the trio,DBS Group Holdings, will be the first to do so on Friday, while smaller peers United Overseas Bank and Oversea-Chinese Banking Corp will report on May 6 and May 7, respectively.\nHere’s what analysts are expecting from the banks’ financial report cards, according to estimates compiled by Refinitiv as of Friday.\n\nInvestors have appeared more optimistic about the banks’ prospects, with all three stocks gaining more than 15% this year as of Friday’s close — outpacing the benchmark Straits Times Index, which rose about 12.3% in the same period.\nKrishna Guha, an equity analyst at investment bank Jefferies, said in a report this month that a better earnings outlook could send the city-state’s bank stocks higher.\nThe analyst has a “buy” rating on all three banks and raised his price targets for them in early-April.\n\nDBS: 33 Singapore dollars, implying an upside of around 14% from Friday’s close.\nOCBC: 13.50 Singapore dollars, which is a 13% upside.\nUOB: 29.50 Singapore dollars, an upside of 12%.\n\nGuha said growth in the banks’ loans business is picking up, while lending margins may recover. Buoyant deal-making activities in the financial markets could also boost service fees for the banks, he added.\n\nDavid Lum, an analyst at investment bank Daiwa Capital Markets, said he’s “positive” on Singapore banks — but less bullish on the sector compared to many of his counterparts.\nLum said in a report this month that net interest margins — a measure of lending profitability — would stay weak even as bank earnings recover. He explained that competition in the Singapore housing loan market is one factor that could keep a lid on lending margins.\nThe banks’ shares also look “close to fully valued,” said Lum.\nDaiwa’s top pick among the three Singapore banks is OCBC, which it rated “outperform.” Both DBS and UOB have a “hold” rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376414769,"gmtCreate":1619141730551,"gmtModify":1704720261049,"author":{"id":"3573348577250194","authorId":"3573348577250194","name":"开始动","avatar":"https://static.tigerbbs.com/2a9c7b5059675ea831ba5b42ef1948ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573348577250194","idStr":"3573348577250194"},"themes":[],"htmlText":"?&nbsp;","listText":"?&nbsp;","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/376414769","repostId":"2129334499","repostType":4,"repost":{"id":"2129334499","pubTimestamp":1619140496,"share":"https://ttm.financial/m/news/2129334499?lang=&edition=fundamental","pubTime":"2021-04-23 09:14","market":"hk","language":"zh","title":"中金：美股新高后前景如何？","url":"https://stock-news.laohu8.com/highlight/detail?id=2129334499","media":"智通财经网","summary":"美股再创新高的驱动力：利率趋缓、盈利与情绪改善。","content":"<p><b>本文来自微信公众号“中金点睛”，作者：刘刚、王汉锋等。</b></p>\n<p>近期，纳斯达克指数突破14000点关口逼近前期高点，加上早已创新高的道琼斯和标普500指数，美股市场基本收复所有失地。再创新高后美股标普500指数年初以来回报已经超过11%。在这一背景下，“恐高”依然是相当一部分投资者挥之不去的担忧。那么，新高后的美股前景如何？估值和盈利是否匹配？之后的演变节奏和路径如何，以及有哪些重要事件和时点需要关注？</p>\n<p><b>一、美股再创新高的驱动力：利率趋缓、盈利与情绪改善。</b>近期市场收复失地再创新高则是得益于利率扰动趋缓而增长进一步向好的支撑。</p>\n<p><b>二、美国当前的增长前景：供需两旺、加速修复。</b>往前看，在疫苗接种和财政刺激的共同驱动下，我们预计美国供需两旺的局面在上半年仍将持续，进而推动增长经济加速修复，特别是服务性消费和生产复工。这一背景下，美股盈利也呈现相似特征。</p>\n<p><b>三、当前估值与盈利的匹配程度？</b>看似明显偏高的绝对估值水平有两个原因：一是利率中枢处于明显低位。二是疫情造成盈利大幅下滑。在当前水平上，估值很难成为市场的驱动力，甚至在利率上行背景下将面临下行压力，但可能也并非高到离谱的泡沫状态，和当前的利率水平和增长预期基本是匹配的。</p>\n<p><b>四、未来演变路径，以及需要重点关注的事件与时点？从目前到5月中旬</b>将是美股一季度的密集披露期，同时<b>5~6月</b>将是服务性消费、出行等服务性需求、生产复工等快速修复的阶段。<b>进入6月</b>，届时公布的5月通胀数据将因去年同期低基数出现同比3.5~4%的高点，然后逐步回落。<b>进入下半年和三季度，</b>拜登基建和加税的更多细节、以及能否出现进一步进展值得关注。基建计划如果出现积极进展、叠加届时群体免疫的基本达成，有可能成为下一轮美债利率再度走高的催化剂。<b>四季度</b>，需要重点关注美联储是否会开始传递QE减量信号。</p>\n<p><b>再创新高后的美股市场，前景如何？有无风险？</b></p>\n<p>近期，纳斯达克指数突破14000点关口逼近前期高点，加上早已创新高的道琼斯和标普500指数，美股市场基本摆脱了2月初以来美债利率上行带来的扰动，收复所有失地。这一表现，既体现了美股的韧性，也印证了我们一直以来强调的单纯长端利率上行不会逆转市场趋势、特别是盈利还在加速上行，以及维持权益资产跑赢且超配美股的投资建议。</p>\n<p>再创新高后美股标普500指数年初以来回报已经超过11%，领先全球主要市场特别是新兴市场，估值也再度回到历史高位（标普500指数动态PE为22.6倍）。在这一背景下，“恐高”依然是相当一部分投资者挥之不去的担忧。那么，新高后的美股前景如何？估值和盈利是否匹配？之后的演变节奏和路径如何，以及有哪些重要事件和时点需要关注？这些都是投资者当前较为关心的问题，我们将在本文中做出解答。</p>\n<p><b>图表: 再创新高后美股标普500指数年初以来回报已经超过11%，领先全球主要市场特别是新兴市场</b></p>\n<p><img src=\"https://static.tigerbbs.com/6c73017744c762eb5660dc12b5ad6af0\" tg-width=\"1080\" tg-height=\"415\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：Bloomberg，Factset，<a href=\"https://laohu8.com/S/601995\">中金公司</a>研究部</p>\n<p><b>图表: 美股市场基本摆脱了2月初以来美债利率上行带来的扰动，收复所有失地</b></p>\n<p><img src=\"https://static.tigerbbs.com/5d9e6f317eaf021d6680ea893bc7e4da\" tg-width=\"1080\" tg-height=\"657\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：Ourworldindata，<a href=\"https://laohu8.com/S/03908\">中金公司</a>研究部</p>\n<p><b>一、美股再创新高的驱动力：利率趋缓、盈利与情绪改善</b></p>\n<p>在利率与盈利的赛跑中，如果说2月以来美股特别是成长股主导的回调是经济基本面向好背景下，利率走得过快和实际利率大幅走高造成扰动，那么近期市场收复失地再创新高则是得益于利率扰动趋缓而增长进一步向好的支撑。考虑到即便近期上行趋缓甚至小幅回落，长端利率和实际利率水平依然大幅高于2月初本轮上行起点，分别高出51和25基点，估值也基本持平（22.6 vs. 22），<b>因此基本面和盈利（预期）改善是支撑市场修复的主要原因。</b>具体来看，拆解2月初以来市场表现的贡献因素，我们发现盈利修复和风险溢价是主要贡献，而无风险利率上行构成拖累。</p>\n<p><b>图表: 盈利修复和风险溢价是主要贡献，而无风险利率上行构成拖累</b></p>\n<p><img src=\"https://static.tigerbbs.com/1a1d16dc1960259a4486906a8e47d4ba\" tg-width=\"1080\" tg-height=\"670\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：Ourworldindata，中金公司研究部</p>\n<p>不仅如此，<b>市场风格的轮动也与利率走势高度相关。</b>前期利率快速上行推动价值风格领跑，而近期利率上行趋缓则使得成长股快速修复。</p>\n<p><b>图表: 前期利率快速上行推动价值风格领跑，而近期利率上行趋缓则使得成长股快速修复</b></p>\n<p><img src=\"https://static.tigerbbs.com/55c2796a422f65bc342ca90699daabc6\" tg-width=\"1080\" tg-height=\"656\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：ourworldindata，Bloomberg，opentable，中金公司研究部</p>\n<p><b>二、美国当前的增长前景：供需两旺、加速修复</b></p>\n<p><b>近期美国经济呈现出供需两旺的强劲修复局面。</b>一方面，在近期疫苗接种持续加速的推动下，美国线下服务消费、出行等都出现快速修复。我们认为当前日均330万剂的疫苗接种速度有望使得美国在5月左右就基本可以实现70%的“群体免疫”。这一背景下，美国公交出行、外出就餐都已经基本回到疫情前正常水平，飞机出行（TSA安检人数）回升至疫情前的70%左右。此外，3月份工业生产和产能利用率也从2月因寒冷天气的回落中修复。另一方面，1.9万亿美元的财政刺激对于消费的推动也是立竿见影的，3月零售消费大幅回升，特别是其中的体育爱好乐器图书和服装及服装配饰的消费支出。因此，<b>往前看，在疫苗接种和财政刺激的共同驱动下，我们预计美国供需两旺的局面在上半年仍将持续，进而推动增长经济加速修复，特别是服务性消费和生产复工。</b></p>\n<p><b>图表: 美国疫苗接种持续加速</b></p>\n<p><img src=\"https://static.tigerbbs.com/06eaf4c329a9008515f3ca3af973219a\" tg-width=\"1080\" tg-height=\"670\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：ourworldindata，Apple，TSA中金公司研究部</p>\n<p><b>图表: 达成群体免疫测算路径：6月前有望实现群体免疫</b></p>\n<p><img src=\"https://static.tigerbbs.com/b553623d0e1e0c0621d941c5db81b148\" tg-width=\"1073\" tg-height=\"354\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：ourworldindata，Bloomberg，opentable，中金公司研究部</p>\n<p><b>图表: 公交出行基本回到疫情前正常水平</b></p>\n<p><img src=\"https://static.tigerbbs.com/8b406e31a1c21aa764a6d4c692a72a0c\" tg-width=\"1011\" tg-height=\"614\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：ourworldindata，Apple，TSA中金公司研究部</p>\n<p><b>图表: 外出就餐人数也是如此</b></p>\n<p><img src=\"https://static.tigerbbs.com/fa221166f7cc0bf6d1b49ad7deb6082f\" tg-width=\"1010\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：ourworldindata，Bloomberg，opentable，中金公司研究部</p>\n<p><b>图表: 飞机出行（TSA安检人数）回升至疫情前的70%左右</b></p>\n<p><img src=\"https://static.tigerbbs.com/5f90c994bb05864b2a2399b95368f47a\" tg-width=\"1010\" tg-height=\"612\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：ourworldindata，Apple，TSA中金公司研究部</p>\n<p><b>图表: 1.9万亿美元的财政刺激对于消费的推动也是立竿见影的</b></p>\n<p><img src=\"https://static.tigerbbs.com/577ab32e383da9d01d5a199e54f45004\" tg-width=\"1004\" tg-height=\"602\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：Haver，Bloomberg，Factset，中金公司研究部</p>\n<p><b>图表: 3月份工业生产和产能利用率也从2月因寒冷天气的回落中修复</b></p>\n<p><img src=\"https://static.tigerbbs.com/5cb52fc52c82111c3ceff83f17c1562b\" tg-width=\"969\" tg-height=\"612\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：Haver，Bloomberg，Factset，中金公司研究部</p>\n<p><b>图表: 3月零售销售月环比增速情况</b></p>\n<p><img src=\"https://static.tigerbbs.com/6c5187496ddabd955c7ae53c2a38f2ac\" tg-width=\"1080\" tg-height=\"659\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：Haver，Bloomberg，Factset，中金公司研究部</p>\n<p><b>这一背景下，美股盈利也呈现相似特征。</b>一季度，从目前市场一致预期来看，美国盈利有望实现24%的增长，特别是汽车、银行、消费、科技硬件等板块。近期率先披露的主要金融机构盈利如<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/C\">花旗</a>、美银都大幅好于市场预期，超预期比例超过80%。</p>\n<p>二季度，在去年疫情导致的低基数效应下，盈利增速更是有望达到超过50%的高速增长，<b>进而使得疫情造成的盈利冲击基本得到修复。</b>三四季度盈利增长速将逐步回落、降至15~20%的水平。</p>\n<p><b>图表: 一季度，美国盈利有望实现24%的增长；二季度，在去年疫情导致的低基数效应下，盈利增速有望达到超过50%；三四季度的盈利增长速将降至15~20%的水平</b></p>\n<p><img src=\"https://static.tigerbbs.com/593ecbe570de7ef04e43a8da346faa7f\" tg-width=\"1023\" tg-height=\"615\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：Haver，Bloomberg，Factset，中金公司研究部</p>\n<p><b>图表: 在这一背景下，美国2021年盈利预测增速为28.2%</b></p>\n<p><img src=\"https://static.tigerbbs.com/236b921aeec8ee832c995b1e052da904\" tg-width=\"1005\" tg-height=\"624\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：Haver，Bloomberg，Factset，中金公司研究部</p>\n<p><b>三、当前估值与盈利的匹配程度？</b></p>\n<p>尽管美股盈利的修复路径较为明确，但不少投资者依然担心当前较高的估值水平是否已经计入了过多预期、与当前的盈利前景是否匹配，特别是利率大概率继续上行的背景下。</p>\n<p>当前，标普500指数动态估值22.6倍，高于历史长期中枢16倍以上1.2倍标准差，仅次于2000年科技泡沫25.8的高点。这一看似明显偏高的绝对估值水平有两个原因：<b>一是利率中枢处于明显低位。</b>如果扣掉10年国债利率的话，当前美股动态估值隐含的股权风险溢价基本与2018年初估值高点对应的水平相当（当时估值为18.4倍）；<b>二是疫情造成盈利大幅下滑。</b>如果以2019年底疫情前水平为100的话，当前标普500指数比当时高出29%；盈利较当时低~14%，按照目前预期增速，有望在今年完全收复失地回到100（季度维度四季度已经同比转正），那么剩下的部分则都是估值贡献的。如果考虑到当前10年美债利率较2019年底更低（~1.9%）、流动性充裕，那么这一估值也并非不是没有支撑的。</p>\n<p><b>图表: 标普500指数动态估值为22.6倍，高于历史长期中枢16倍以上1.2倍标准差，仅次于2000年科技泡沫25.8的高点</b></p>\n<p><img src=\"https://static.tigerbbs.com/a1981c684de77a691f46f7025e8d1328\" tg-width=\"1080\" tg-height=\"704\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：Haver，Factset，Bloomberg，中金公司研究部</p>\n<p><b>图表: 如果扣掉10年国债利率的话，当前美股动态估值隐含的股权风险溢价甚至还高于2018年初估值高点对应的水平</b></p>\n<p><img src=\"https://static.tigerbbs.com/9724ddc221d2f536760103ba1a8c3368\" tg-width=\"1014\" tg-height=\"643\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：Bloomberg，中金公司研究部</p>\n<p><b>图表: 可比口径下，美股四季度净利润已回到疫情前（4Q19）的水平，根据当前盈利增速预测（2021E同比28.7%），2021年全年净利润也将回到2019年疫情前水平</b></p>\n<p><img src=\"https://static.tigerbbs.com/e937edf0b349d290214444d8fbb093a8\" tg-width=\"985\" tg-height=\"601\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：Haver，Factset，Bloomberg，中金公司研究部</p>\n<p><b>图表:如果考虑到当前10年美债利率较2019年底更低（~1.9%）、流动性充裕，那么这一估值也并非不是没有支撑的</b></p>\n<p><img src=\"https://static.tigerbbs.com/37cdfb35bc9c17a0b571dc1e78be4dbc\" tg-width=\"1021\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：Bloomberg，中金公司研究部</p>\n<p><b>图表: 当前标普500指数28.7倍静态P/E略低于增长（3月ISM制造业PMI=64.7）和流动性（10年美债利率1.58%）能够支撑的合理水平（~29.7倍）</b></p>\n<p><img src=\"https://static.tigerbbs.com/a657c83f94a0a826d768499a5ce2968c\" tg-width=\"986\" tg-height=\"613\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：Haver，Factset，Bloomberg，中金公司研究部</p>\n<p>另外，我们增长和利率水平隐含的标普500指数合理静态估值为29.7倍，高于当前实际水平（28.7倍），也说明当前的估值并没有高的离谱。<b>因此，在当前水平上，估值很难成为市场的驱动力，甚至在利率上行背景下将面临下行压力，但可能也并非高到离谱的泡沫状态，和当前的利率水平和增长预期基本是匹配的。</b></p>\n<p>不过，需要注意的是，在估值处于相对高位，市场短期超买的背景下，一些意外事件和交易因素可能导致的市场波动是难以完全避免的。</p>\n<p><b>图表: 在估值处于相对高位，市场短期超买的背景下，意外事件和交易可能导致的市场波动是难以完全避免的</b></p>\n<p><img src=\"https://static.tigerbbs.com/f3dd719479952124099a00d163e64868\" tg-width=\"1080\" tg-height=\"643\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：Bloomberg，中金公司研究部</p>\n<p><b>四、未来演变路径，以及需要重点关注的事件与时点？</b></p>\n<p>从目前到5月中旬将是美股一季度的密集披露期，因此盈利将成为市场的主要关注点和驱动力。我们预计一季度业绩仍将有不错表现，进而给市场提供支撑。</p>\n<p>此外，按照目前的疫苗接种进展和修复路径，美国在上半年有望实现群体免疫；同时1.9万亿美元财政刺激的消费提振和失业补贴也更多集中在上半年释放，因此我们预计<b>5~6月将是服务性消费、出行等服务性需求、生产复工等快速修复的阶段。</b></p>\n<p><b>进入6月，</b>届时公布的5月通胀数据将因去年同期低基数出现同比3.5~4%的高点，然后逐步回落。不过，如果数据大幅超预期的话，有可能引发市场对通胀水平的担忧，进而推高利率，因此值得关注。</p>\n<p><b>图表: 进入6月，届时公布的5月通胀数据将因为去年同期的低基数出现3.5~4%的高点，然后逐步回落</b></p>\n<p><img src=\"https://static.tigerbbs.com/6a7c1c4fb14b5b2f3c2659666eba437c\" tg-width=\"1009\" tg-height=\"611\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：Haver，Factset，Bloomberg，中金公司研究部</p>\n<p><b>图表: 不过，如果数据进一步大幅超预期的话，有可能引发对于通胀水平的担忧，进而推高利率</b></p>\n<p><img src=\"https://static.tigerbbs.com/1a4a8f977997ced97477d40a1bbede18\" tg-width=\"1008\" tg-height=\"626\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：Haver，Bloomberg，中金公司研究部</p>\n<p><b>进入下半年和三季度，</b>拜登基建和加税的更多细节、以及能否出现进一步进展值得关注。基建计划如果出现积极进展、叠加届时群体免疫的基本达成，<b>有可能成为下一轮美债利率再度走高的催化剂。</b>在去年底1.5%的目标已经达成的基础上，我们维持接下来10年美债利率1.8%和2.2%的目标点位的判断。</p>\n<p><b>四季度，需要重点关注美联储是否会开始传递QE减量信号。</b>在目前平均通胀目标制的政策框架下，就业市场的修复是成为比短期通胀更为重要的政策目标。我们测算，如果要使失业率和劳动参与率都修复到疫情前水平，还有890万的就业缺口，即便按照3月90万左右的非农就业速度，大概还需要10个月左右，即对应今年底和明年初，因此有可能成为美联储逐步开始传递QE减量信号的契机。不过只要盈利还处于上行通道，我们也不认为会彻底逆转市场，但由此引发的短端利率上行可能对市场的扰动相对更大一些。</p>\n<p><b>图表: 我们测算，如果要失业率和劳动参与率都修复到疫情前水平，还有890万的就业缺口，即便按照3月90万左右的非农就业速度，大概还需要10个月左右</b></p>\n<p><img src=\"https://static.tigerbbs.com/0c6d12be82c50f1f67f56b39cfcddb42\" tg-width=\"1080\" tg-height=\"658\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：Haver，Bloomberg，中金公司研究部</p>\n<p><b>图表: 就业市场的修复成为比短期通胀更为重要的政策目标</b></p>\n<p><img src=\"https://static.tigerbbs.com/ac8afe7872eb19af579fa197f631b9ee\" tg-width=\"992\" tg-height=\"618\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：Haver，Bloomberg，中金公司研究部</p>\n<p><b>图表: 四季度，需要重点关注美联储是否会开始传递QE减量信号</b></p>\n<p><img src=\"https://static.tigerbbs.com/8694e2714b2e1364ce51f7c1c2e362cd\" tg-width=\"995\" tg-height=\"616\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：Haver，Bloomberg，中金公司研究部</p>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中金：美股新高后前景如何？</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; 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.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中金：美股新高后前景如何？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-23 09:14 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/456044.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本文来自微信公众号“中金点睛”，作者：刘刚、王汉锋等。\n近期，纳斯达克指数突破14000点关口逼近前期高点，加上早已创新高的道琼斯和标普500指数，美股市场基本收复所有失地。再创新高后美股标普500指数年初以来回报已经超过11%。在这一背景下，“恐高”依然是相当一部分投资者挥之不去的担忧。那么，新高后的美股前景如何？估值和盈利是否匹配？之后的演变节奏和路径如何，以及有哪些重要事件和时点需要关注？\n...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/456044.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/84ef6d6b376664cdc0b7beaa340785d0","relate_stocks":{"161125":"标普500","513500":"标普500ETF",".DJI":"道琼斯","DOG":"道指反向ETF","UPRO":"三倍做多标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","UDOW":"道指三倍做多ETF-ProShares","SH":"标普500反向ETF","IVV":"标普500指数ETF","SSO":"两倍做多标普500ETF","DJX":"1/100道琼斯","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","DXD":"道指两倍做空ETF","SPY":"标普500ETF","SDOW":"道指三倍做空ETF-ProShares","DDM":"道指两倍做多ETF","SDS":"两倍做空标普500ETF"},"source_url":"http://www.zhitongcaijing.com/content/detail/456044.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2129334499","content_text":"本文来自微信公众号“中金点睛”，作者：刘刚、王汉锋等。\n近期，纳斯达克指数突破14000点关口逼近前期高点，加上早已创新高的道琼斯和标普500指数，美股市场基本收复所有失地。再创新高后美股标普500指数年初以来回报已经超过11%。在这一背景下，“恐高”依然是相当一部分投资者挥之不去的担忧。那么，新高后的美股前景如何？估值和盈利是否匹配？之后的演变节奏和路径如何，以及有哪些重要事件和时点需要关注？\n一、美股再创新高的驱动力：利率趋缓、盈利与情绪改善。近期市场收复失地再创新高则是得益于利率扰动趋缓而增长进一步向好的支撑。\n二、美国当前的增长前景：供需两旺、加速修复。往前看，在疫苗接种和财政刺激的共同驱动下，我们预计美国供需两旺的局面在上半年仍将持续，进而推动增长经济加速修复，特别是服务性消费和生产复工。这一背景下，美股盈利也呈现相似特征。\n三、当前估值与盈利的匹配程度？看似明显偏高的绝对估值水平有两个原因：一是利率中枢处于明显低位。二是疫情造成盈利大幅下滑。在当前水平上，估值很难成为市场的驱动力，甚至在利率上行背景下将面临下行压力，但可能也并非高到离谱的泡沫状态，和当前的利率水平和增长预期基本是匹配的。\n四、未来演变路径，以及需要重点关注的事件与时点？从目前到5月中旬将是美股一季度的密集披露期，同时5~6月将是服务性消费、出行等服务性需求、生产复工等快速修复的阶段。进入6月，届时公布的5月通胀数据将因去年同期低基数出现同比3.5~4%的高点，然后逐步回落。进入下半年和三季度，拜登基建和加税的更多细节、以及能否出现进一步进展值得关注。基建计划如果出现积极进展、叠加届时群体免疫的基本达成，有可能成为下一轮美债利率再度走高的催化剂。四季度，需要重点关注美联储是否会开始传递QE减量信号。\n再创新高后的美股市场，前景如何？有无风险？\n近期，纳斯达克指数突破14000点关口逼近前期高点，加上早已创新高的道琼斯和标普500指数，美股市场基本摆脱了2月初以来美债利率上行带来的扰动，收复所有失地。这一表现，既体现了美股的韧性，也印证了我们一直以来强调的单纯长端利率上行不会逆转市场趋势、特别是盈利还在加速上行，以及维持权益资产跑赢且超配美股的投资建议。\n再创新高后美股标普500指数年初以来回报已经超过11%，领先全球主要市场特别是新兴市场，估值也再度回到历史高位（标普500指数动态PE为22.6倍）。在这一背景下，“恐高”依然是相当一部分投资者挥之不去的担忧。那么，新高后的美股前景如何？估值和盈利是否匹配？之后的演变节奏和路径如何，以及有哪些重要事件和时点需要关注？这些都是投资者当前较为关心的问题，我们将在本文中做出解答。\n图表: 再创新高后美股标普500指数年初以来回报已经超过11%，领先全球主要市场特别是新兴市场\n\n资料来源：Bloomberg，Factset，中金公司研究部\n图表: 美股市场基本摆脱了2月初以来美债利率上行带来的扰动，收复所有失地\n\n资料来源：Ourworldindata，中金公司研究部\n一、美股再创新高的驱动力：利率趋缓、盈利与情绪改善\n在利率与盈利的赛跑中，如果说2月以来美股特别是成长股主导的回调是经济基本面向好背景下，利率走得过快和实际利率大幅走高造成扰动，那么近期市场收复失地再创新高则是得益于利率扰动趋缓而增长进一步向好的支撑。考虑到即便近期上行趋缓甚至小幅回落，长端利率和实际利率水平依然大幅高于2月初本轮上行起点，分别高出51和25基点，估值也基本持平（22.6 vs. 22），因此基本面和盈利（预期）改善是支撑市场修复的主要原因。具体来看，拆解2月初以来市场表现的贡献因素，我们发现盈利修复和风险溢价是主要贡献，而无风险利率上行构成拖累。\n图表: 盈利修复和风险溢价是主要贡献，而无风险利率上行构成拖累\n\n资料来源：Ourworldindata，中金公司研究部\n不仅如此，市场风格的轮动也与利率走势高度相关。前期利率快速上行推动价值风格领跑，而近期利率上行趋缓则使得成长股快速修复。\n图表: 前期利率快速上行推动价值风格领跑，而近期利率上行趋缓则使得成长股快速修复\n\n资料来源：ourworldindata，Bloomberg，opentable，中金公司研究部\n二、美国当前的增长前景：供需两旺、加速修复\n近期美国经济呈现出供需两旺的强劲修复局面。一方面，在近期疫苗接种持续加速的推动下，美国线下服务消费、出行等都出现快速修复。我们认为当前日均330万剂的疫苗接种速度有望使得美国在5月左右就基本可以实现70%的“群体免疫”。这一背景下，美国公交出行、外出就餐都已经基本回到疫情前正常水平，飞机出行（TSA安检人数）回升至疫情前的70%左右。此外，3月份工业生产和产能利用率也从2月因寒冷天气的回落中修复。另一方面，1.9万亿美元的财政刺激对于消费的推动也是立竿见影的，3月零售消费大幅回升，特别是其中的体育爱好乐器图书和服装及服装配饰的消费支出。因此，往前看，在疫苗接种和财政刺激的共同驱动下，我们预计美国供需两旺的局面在上半年仍将持续，进而推动增长经济加速修复，特别是服务性消费和生产复工。\n图表: 美国疫苗接种持续加速\n\n资料来源：ourworldindata，Apple，TSA中金公司研究部\n图表: 达成群体免疫测算路径：6月前有望实现群体免疫\n\n资料来源：ourworldindata，Bloomberg，opentable，中金公司研究部\n图表: 公交出行基本回到疫情前正常水平\n\n资料来源：ourworldindata，Apple，TSA中金公司研究部\n图表: 外出就餐人数也是如此\n\n资料来源：ourworldindata，Bloomberg，opentable，中金公司研究部\n图表: 飞机出行（TSA安检人数）回升至疫情前的70%左右\n\n资料来源：ourworldindata，Apple，TSA中金公司研究部\n图表: 1.9万亿美元的财政刺激对于消费的推动也是立竿见影的\n\n资料来源：Haver，Bloomberg，Factset，中金公司研究部\n图表: 3月份工业生产和产能利用率也从2月因寒冷天气的回落中修复\n\n资料来源：Haver，Bloomberg，Factset，中金公司研究部\n图表: 3月零售销售月环比增速情况\n\n资料来源：Haver，Bloomberg，Factset，中金公司研究部\n这一背景下，美股盈利也呈现相似特征。一季度，从目前市场一致预期来看，美国盈利有望实现24%的增长，特别是汽车、银行、消费、科技硬件等板块。近期率先披露的主要金融机构盈利如高盛、花旗、美银都大幅好于市场预期，超预期比例超过80%。\n二季度，在去年疫情导致的低基数效应下，盈利增速更是有望达到超过50%的高速增长，进而使得疫情造成的盈利冲击基本得到修复。三四季度盈利增长速将逐步回落、降至15~20%的水平。\n图表: 一季度，美国盈利有望实现24%的增长；二季度，在去年疫情导致的低基数效应下，盈利增速有望达到超过50%；三四季度的盈利增长速将降至15~20%的水平\n\n资料来源：Haver，Bloomberg，Factset，中金公司研究部\n图表: 在这一背景下，美国2021年盈利预测增速为28.2%\n\n资料来源：Haver，Bloomberg，Factset，中金公司研究部\n三、当前估值与盈利的匹配程度？\n尽管美股盈利的修复路径较为明确，但不少投资者依然担心当前较高的估值水平是否已经计入了过多预期、与当前的盈利前景是否匹配，特别是利率大概率继续上行的背景下。\n当前，标普500指数动态估值22.6倍，高于历史长期中枢16倍以上1.2倍标准差，仅次于2000年科技泡沫25.8的高点。这一看似明显偏高的绝对估值水平有两个原因：一是利率中枢处于明显低位。如果扣掉10年国债利率的话，当前美股动态估值隐含的股权风险溢价基本与2018年初估值高点对应的水平相当（当时估值为18.4倍）；二是疫情造成盈利大幅下滑。如果以2019年底疫情前水平为100的话，当前标普500指数比当时高出29%；盈利较当时低~14%，按照目前预期增速，有望在今年完全收复失地回到100（季度维度四季度已经同比转正），那么剩下的部分则都是估值贡献的。如果考虑到当前10年美债利率较2019年底更低（~1.9%）、流动性充裕，那么这一估值也并非不是没有支撑的。\n图表: 标普500指数动态估值为22.6倍，高于历史长期中枢16倍以上1.2倍标准差，仅次于2000年科技泡沫25.8的高点\n\n资料来源：Haver，Factset，Bloomberg，中金公司研究部\n图表: 如果扣掉10年国债利率的话，当前美股动态估值隐含的股权风险溢价甚至还高于2018年初估值高点对应的水平\n\n资料来源：Bloomberg，中金公司研究部\n图表: 可比口径下，美股四季度净利润已回到疫情前（4Q19）的水平，根据当前盈利增速预测（2021E同比28.7%），2021年全年净利润也将回到2019年疫情前水平\n\n资料来源：Haver，Factset，Bloomberg，中金公司研究部\n图表:如果考虑到当前10年美债利率较2019年底更低（~1.9%）、流动性充裕，那么这一估值也并非不是没有支撑的\n\n资料来源：Bloomberg，中金公司研究部\n图表: 当前标普500指数28.7倍静态P/E略低于增长（3月ISM制造业PMI=64.7）和流动性（10年美债利率1.58%）能够支撑的合理水平（~29.7倍）\n\n资料来源：Haver，Factset，Bloomberg，中金公司研究部\n另外，我们增长和利率水平隐含的标普500指数合理静态估值为29.7倍，高于当前实际水平（28.7倍），也说明当前的估值并没有高的离谱。因此，在当前水平上，估值很难成为市场的驱动力，甚至在利率上行背景下将面临下行压力，但可能也并非高到离谱的泡沫状态，和当前的利率水平和增长预期基本是匹配的。\n不过，需要注意的是，在估值处于相对高位，市场短期超买的背景下，一些意外事件和交易因素可能导致的市场波动是难以完全避免的。\n图表: 在估值处于相对高位，市场短期超买的背景下，意外事件和交易可能导致的市场波动是难以完全避免的\n\n资料来源：Bloomberg，中金公司研究部\n四、未来演变路径，以及需要重点关注的事件与时点？\n从目前到5月中旬将是美股一季度的密集披露期，因此盈利将成为市场的主要关注点和驱动力。我们预计一季度业绩仍将有不错表现，进而给市场提供支撑。\n此外，按照目前的疫苗接种进展和修复路径，美国在上半年有望实现群体免疫；同时1.9万亿美元财政刺激的消费提振和失业补贴也更多集中在上半年释放，因此我们预计5~6月将是服务性消费、出行等服务性需求、生产复工等快速修复的阶段。\n进入6月，届时公布的5月通胀数据将因去年同期低基数出现同比3.5~4%的高点，然后逐步回落。不过，如果数据大幅超预期的话，有可能引发市场对通胀水平的担忧，进而推高利率，因此值得关注。\n图表: 进入6月，届时公布的5月通胀数据将因为去年同期的低基数出现3.5~4%的高点，然后逐步回落\n\n资料来源：Haver，Factset，Bloomberg，中金公司研究部\n图表: 不过，如果数据进一步大幅超预期的话，有可能引发对于通胀水平的担忧，进而推高利率\n\n资料来源：Haver，Bloomberg，中金公司研究部\n进入下半年和三季度，拜登基建和加税的更多细节、以及能否出现进一步进展值得关注。基建计划如果出现积极进展、叠加届时群体免疫的基本达成，有可能成为下一轮美债利率再度走高的催化剂。在去年底1.5%的目标已经达成的基础上，我们维持接下来10年美债利率1.8%和2.2%的目标点位的判断。\n四季度，需要重点关注美联储是否会开始传递QE减量信号。在目前平均通胀目标制的政策框架下，就业市场的修复是成为比短期通胀更为重要的政策目标。我们测算，如果要使失业率和劳动参与率都修复到疫情前水平，还有890万的就业缺口，即便按照3月90万左右的非农就业速度，大概还需要10个月左右，即对应今年底和明年初，因此有可能成为美联储逐步开始传递QE减量信号的契机。不过只要盈利还处于上行通道，我们也不认为会彻底逆转市场，但由此引发的短端利率上行可能对市场的扰动相对更大一些。\n图表: 我们测算，如果要失业率和劳动参与率都修复到疫情前水平，还有890万的就业缺口，即便按照3月90万左右的非农就业速度，大概还需要10个月左右\n\n资料来源：Haver，Bloomberg，中金公司研究部\n图表: 就业市场的修复成为比短期通胀更为重要的政策目标\n\n资料来源：Haver，Bloomberg，中金公司研究部\n图表: 四季度，需要重点关注美联储是否会开始传递QE减量信号\n\n资料来源：Haver，Bloomberg，中金公司研究部","news_type":1},"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108144996,"gmtCreate":1620007293815,"gmtModify":1704337257446,"author":{"id":"3573348577250194","authorId":"3573348577250194","name":"开始动","avatar":"https://static.tigerbbs.com/2a9c7b5059675ea831ba5b42ef1948ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573348577250194","idStr":"3573348577250194"},"themes":[],"htmlText":"Buy Apple stocks good time&nbsp;","listText":"Buy Apple stocks good time&nbsp;","text":"Buy Apple stocks good time","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/108144996","repostId":"1184469535","repostType":4,"repost":{"id":"1184469535","pubTimestamp":1620001385,"share":"https://ttm.financial/m/news/1184469535?lang=&edition=fundamental","pubTime":"2021-05-03 08:23","market":"us","language":"en","title":"Apple and Other Big Tech Stocks Had a Disappointing Week. 6 Reasons to Keep Buying Them.","url":"https://stock-news.laohu8.com/highlight/detail?id=1184469535","media":"Barrons","summary":"Last March, amid the darkest days of the pandemic, I asserted in this space that the market had gifted investors a rare opportunity to buy tech’s five giants—Alphabet, Amazon.com, Apple, Facebook, and Microsoft—on the cheap. Let me tell you why I’d buy them still.As it turned out, all five performed better over the past year than anyone dreamed. Last week, the five reported March-quarter earnings—the fourth full quarter since Covid-era lockdowns began early last year. All five crushed Street exp","content":"<p>Last March, amid the darkest days of the pandemic, I asserted in this space that the market had gifted investors a rare opportunity to buy tech’s five giants—Alphabet, Amazon.com, Apple, Facebook, and Microsoft—on the cheap. Let me tell you why I’d buy them still.</p>\n<p>As it turned out, all five performed better over the past year than anyone dreamed. Last week, the five reported March-quarter earnings—the fourth full quarter since Covid-era lockdowns began early last year. All five crushed Street expectations on both the top and&nbsp;bottom lines. As a group, the Big Five grew March-quarter revenue by a combined 41%. Over the past four quarters, they expanded revenue by a combined 27%, growing their businesses by an aggregate $250 billion.</p>\n<p>Facebook (ticker: FB),with sales up 48%, and Microsoft (MSFT),up 19%, had their fastest growth in any quarter since 2018. Apple (AAPL), up 54%, and Alphabet (GOOGL), up 34%, had their best growth since 2012. And Amazon (AMZN), up 44%, had its best quarter since 2011.</p>\n<p>Now to be clear, these remarkable performances haven’t gone unrecognized. Since I wrote that piece, the five stocks have gains that vary from 85% for Microsoft to 135% for Apple. And while they aren’t the raging bargains of a year ago, there’s a case to be made that there are no better stocks to play the most important shifts in tech. Keep focused on these six trends:</p>\n<p><b>There’s no stopping the cloud:</b>Revenue in the March quarter was up 50% for Microsoft Azure, 46% for Google Cloud, and 32% for market leader Amazon Web Services. These businesses have become the modern data center. There’s no reason to think growth will slow any time soon. Were they stand-alone businesses, they would be the three largest enterprise-software pure plays on Earth.</p>\n<p><b>PCs are back:</b>The work/learn/play from home trend drove dramatic growth in personal computer sales over the past year.Gartner&nbsp;says that first-quarter PC sales were up 32%, the best growth in two decades.</p>\n<p>It is tempting to argue for a reversal, but there is growing evidence that many companies won’t go back to their previous work styles.Shopify&nbsp;(SHOP) President Harley Finkelstein told&nbsp;Barron’s&nbsp;last week that he’s not planning to ever work regularly from the e-commerce software company’s Ottawa headquarters again—and that decentralizing the workforce is allowing Shopify to hire people he’d never lure to Canada. That kind of thinking will keep demand for laptops, tablets, and related accessories red hot. Apple last week said its guidance for the June quarter could have been $3 billion to $4 billion higher were it not supply constrained in Macs and iPads; Mac sales were up 70% in the March quarter.Logitech&nbsp;(LOGI), which makes accessories for PCs and videogames, grew 117% in the March quarter.</p>\n<p><b>E-commerce won’t slow:</b>Amazon had 41% growth in its core online-retailing business in the March quarter, with 60% growth in third-party seller services. Shopify’s sales were up 110% in the quarter, and Finkelstein notes that e-commerce is under 25% of total retail sales in the U.S. and Canada, leaving plenty of room for growth. Finkelstein also says that in Australia and New Zealand, where economies are further along in reopening, Shopify’s customers are seeing no signs of slowing online sales. Meanwhile, Facebook this past week said its Marketplace business now has one billion users.</p>\n<p><b>Advertising is back:</b>Early in the pandemic, it looked like Facebook and Alphabet would be badly hurt by a falloff in advertising, as key verticals such as travel and retail pulled back. But that’s over: Facebook’s revenue in the quarter beat Street estimates by almost $2.5 billion, while Alphabet topped consensus by $3.7 billion. Amazon’s “other” revenue category, almost entirely its ad business, was up 72% in the quarter. As the economy reopens, retailers, restaurants, airlines, hotels, and other businesses that suffered are going to be pushing to aggressively lure back customers. And the recovery is just getting started.</p>\n<p><b>Chips and dips</b>: Apple isn’t the only company seeing supply constraints mute growth. Juniper CEO Rami Rahim last week told me that while the networking-hardware company has enough inventory to meet its guidance, lead times are stretching out. Seagate CFO Gianluca Romano notes that the company is carrying extra component inventory to cushion against shortages. Western Digital CEO Dave Goeckeler says his company has responded to growing demand for flash memory by lifting prices on a weekly or even daily basis for devices sold through retail stores or distributors—a move that contributed to blowout March-quarter earnings.</p>\n<p><b>What could go wrong:</b>Well, lots. Earnings comparisons will become hellacious. Some analysts think Apple’s fiscal 2022 sales growth could go negative. Facebook is forecasting slower second-half ad growth, cautioning that it faces regulatory issues and Apple’s crackdown on apps that track consumer activity on the web. Tech regulation is nearing the top of the Biden administration’s to-do list. Labor Secretary Marty Walsh last week said gig drivers should be classified as employees, which triggered a selloff inUber Technologies&nbsp;(UBER),Lyft&nbsp;(LYFT), and&nbsp;DoorDash&nbsp;(DASH) shares. And Covid still poses serious threats, raging in India, Brazil, and other key markets. But I’m not backing off my original bullish call on the tech giants, just tweaking it: There are no better plays for the postpandemic world.</p>","source":"lsy1601382232898","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 and Other Big Tech Stocks Had a Disappointing Week. 6 Reasons to Keep Buying Them.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple and Other Big Tech Stocks Had a Disappointing Week. 6 Reasons to Keep Buying Them.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 08:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/6-reasons-to-still-love-techs-big-five-stocks-in-a-postpandemic-world-51619818684?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last March, amid the darkest days of the pandemic, I asserted in this space that the market had gifted investors a rare opportunity to buy tech’s five giants—Alphabet, Amazon.com, Apple, Facebook, and...</p>\n\n<a href=\"https://www.barrons.com/articles/6-reasons-to-still-love-techs-big-five-stocks-in-a-postpandemic-world-51619818684?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","GOOGL":"谷歌A","GOOG":"谷歌","AAPL":"苹果","AMZN":"亚马逊","MSFT":"微软"},"source_url":"https://www.barrons.com/articles/6-reasons-to-still-love-techs-big-five-stocks-in-a-postpandemic-world-51619818684?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184469535","content_text":"Last March, amid the darkest days of the pandemic, I asserted in this space that the market had gifted investors a rare opportunity to buy tech’s five giants—Alphabet, Amazon.com, Apple, Facebook, and Microsoft—on the cheap. Let me tell you why I’d buy them still.\nAs it turned out, all five performed better over the past year than anyone dreamed. Last week, the five reported March-quarter earnings—the fourth full quarter since Covid-era lockdowns began early last year. All five crushed Street expectations on both the top and bottom lines. As a group, the Big Five grew March-quarter revenue by a combined 41%. Over the past four quarters, they expanded revenue by a combined 27%, growing their businesses by an aggregate $250 billion.\nFacebook (ticker: FB),with sales up 48%, and Microsoft (MSFT),up 19%, had their fastest growth in any quarter since 2018. Apple (AAPL), up 54%, and Alphabet (GOOGL), up 34%, had their best growth since 2012. And Amazon (AMZN), up 44%, had its best quarter since 2011.\nNow to be clear, these remarkable performances haven’t gone unrecognized. Since I wrote that piece, the five stocks have gains that vary from 85% for Microsoft to 135% for Apple. And while they aren’t the raging bargains of a year ago, there’s a case to be made that there are no better stocks to play the most important shifts in tech. Keep focused on these six trends:\nThere’s no stopping the cloud:Revenue in the March quarter was up 50% for Microsoft Azure, 46% for Google Cloud, and 32% for market leader Amazon Web Services. These businesses have become the modern data center. There’s no reason to think growth will slow any time soon. Were they stand-alone businesses, they would be the three largest enterprise-software pure plays on Earth.\nPCs are back:The work/learn/play from home trend drove dramatic growth in personal computer sales over the past year.Gartner says that first-quarter PC sales were up 32%, the best growth in two decades.\nIt is tempting to argue for a reversal, but there is growing evidence that many companies won’t go back to their previous work styles.Shopify (SHOP) President Harley Finkelstein told Barron’s last week that he’s not planning to ever work regularly from the e-commerce software company’s Ottawa headquarters again—and that decentralizing the workforce is allowing Shopify to hire people he’d never lure to Canada. That kind of thinking will keep demand for laptops, tablets, and related accessories red hot. Apple last week said its guidance for the June quarter could have been $3 billion to $4 billion higher were it not supply constrained in Macs and iPads; Mac sales were up 70% in the March quarter.Logitech (LOGI), which makes accessories for PCs and videogames, grew 117% in the March quarter.\nE-commerce won’t slow:Amazon had 41% growth in its core online-retailing business in the March quarter, with 60% growth in third-party seller services. Shopify’s sales were up 110% in the quarter, and Finkelstein notes that e-commerce is under 25% of total retail sales in the U.S. and Canada, leaving plenty of room for growth. Finkelstein also says that in Australia and New Zealand, where economies are further along in reopening, Shopify’s customers are seeing no signs of slowing online sales. Meanwhile, Facebook this past week said its Marketplace business now has one billion users.\nAdvertising is back:Early in the pandemic, it looked like Facebook and Alphabet would be badly hurt by a falloff in advertising, as key verticals such as travel and retail pulled back. But that’s over: Facebook’s revenue in the quarter beat Street estimates by almost $2.5 billion, while Alphabet topped consensus by $3.7 billion. Amazon’s “other” revenue category, almost entirely its ad business, was up 72% in the quarter. As the economy reopens, retailers, restaurants, airlines, hotels, and other businesses that suffered are going to be pushing to aggressively lure back customers. And the recovery is just getting started.\nChips and dips: Apple isn’t the only company seeing supply constraints mute growth. Juniper CEO Rami Rahim last week told me that while the networking-hardware company has enough inventory to meet its guidance, lead times are stretching out. Seagate CFO Gianluca Romano notes that the company is carrying extra component inventory to cushion against shortages. Western Digital CEO Dave Goeckeler says his company has responded to growing demand for flash memory by lifting prices on a weekly or even daily basis for devices sold through retail stores or distributors—a move that contributed to blowout March-quarter earnings.\nWhat could go wrong:Well, lots. Earnings comparisons will become hellacious. Some analysts think Apple’s fiscal 2022 sales growth could go negative. Facebook is forecasting slower second-half ad growth, cautioning that it faces regulatory issues and Apple’s crackdown on apps that track consumer activity on the web. Tech regulation is nearing the top of the Biden administration’s to-do list. Labor Secretary Marty Walsh last week said gig drivers should be classified as employees, which triggered a selloff inUber Technologies (UBER),Lyft (LYFT), and DoorDash (DASH) shares. And Covid still poses serious threats, raging in India, Brazil, and other key markets. But I’m not backing off my original bullish call on the tech giants, just tweaking it: There are no better plays for the postpandemic world.","news_type":1},"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346865651,"gmtCreate":1618022122273,"gmtModify":1704706063550,"author":{"id":"3573348577250194","authorId":"3573348577250194","name":"开始动","avatar":"https://static.tigerbbs.com/2a9c7b5059675ea831ba5b42ef1948ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573348577250194","idStr":"3573348577250194"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/346865651","repostId":"1159965822","repostType":4,"repost":{"id":"1159965822","pubTimestamp":1618019546,"share":"https://ttm.financial/m/news/1159965822?lang=&edition=fundamental","pubTime":"2021-04-10 09:52","market":"sh","language":"zh","title":"美国百年反垄断史回顾：为什么要阻止公司一家独大？","url":"https://stock-news.laohu8.com/highlight/detail?id=1159965822","media":"IC实验室","summary":"垄断到底是什么，大企业到底是提高了经济效率，还是损害了大众福利。","content":"<p>2021年4月10日，市场监管总局发布通知，<b><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团实施“二选一”行为，构成《反垄断法》第十七条第一款第（四）项禁止“没有正当理由，限定交易相对人只能与其进行交易”的滥用市场支配地位行为</b>。对此，依法作出行政处罚决定，<b>责令阿里巴巴集团停止违法行为，并处以其2019年中国境内销售额4557.12亿元4%的罚款，计182.28亿元</b>。</p><p>回想前些日子，社区团购风口刚刚刮起来的时候，有一篇刷爆朋友圈的文章《互联网巨头正在夺走卖菜商贩的生计》。</p><p><img src=\"https://static.tigerbbs.com/5a07c6a43d5c76845cbd254046f45dca\" tg-width=\"640\" tg-height=\"371\" referrerpolicy=\"no-referrer\"></p><p>它的核心论点是互联网平台不讲武德，以巨额补贴的姿态进入社区团购、生鲜卖菜行业，挤压了中小商家的生存空间，尤其是菜场的菜贩，令人难过。</p><p>就像工业革命里的纺织厂夺走了无数中小作坊的生意，电话夺走了电报的生意，手机抢走了电话的生意，汽车巨头淘汰了马车行业，数码相机淘汰了胶片工人，大型商场超市夺走了小卖部的生存空间。</p><p>一旦企业做大，就有了中小商家不具有的优势，长期以往会形成垄断。</p><p>如今的某些互联网平台也是一样，从点外卖到打车、看电影、旅游甚至买车买房，科技公司触角已经一点点伸进了普通人的日常生活。</p><p><img src=\"https://static.tigerbbs.com/15c4581989e837840829c118e343d73c\" tg-width=\"640\" tg-height=\"359\" referrerpolicy=\"no-referrer\"></p><p>它们距离垄断，只有一步之遥了。</p><p>我们今天通过美国历史上的三个企业故事，好好聊一聊垄断到底是什么，大企业到底是提高了经济效率，还是损害了大众福利。</p><p>01</p><p>世界上第一部反垄断法《反托拉斯法》诞生于1890年，是一部非常简陋的法案。</p><p><img src=\"https://static.tigerbbs.com/b20c74c4b8b3eb336666c6941f0e6fbf\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"></p><p>因为无论是学术界还是政府，都还没有做好准备，就直接起草和推出了法案，最后还是得在法庭上具体问题具体分析。</p><p>当时美国学术界和政府，对于垄断的认识都不深。</p><p>哈佛大学的爱德华·黑斯廷斯·张伯伦，花了六年多的时间思考垄断和竞争。</p><p><img src=\"https://static.tigerbbs.com/a35012fec9b2ece05e76d0b31ee2d485\" tg-width=\"492\" tg-height=\"536\" referrerpolicy=\"no-referrer\"></p><p>他率先发现，由于每个企业都是独特的，因此它们都有一定的垄断性，有一定的控制价格能力；同时它们又是彼此竞争的，这种竞争不会像经济学的完全竞争那样，有无数个参与者，所以也不会把价格压缩到只能收回成本那么低。</p><p>张伯伦的理论融合了竞争和垄断，被称为「垄断竞争理论」。它把大众的认知，从完全垄断、完全竞争的二元论，推动到了垄断和竞争程度的讨论。哈佛大学的一批经济学家加入其中深入研究，史称「哈佛学派」。</p><p>「SCP模型」的主导者乔·贝恩完全继承了张伯伦的理论，强调不同企业的规模差异是垄断的源头。</p><p><img src=\"https://static.tigerbbs.com/9b2d0ab2cc5ac5d570c5fd4a1e822a8a\" tg-width=\"640\" tg-height=\"350\" referrerpolicy=\"no-referrer\"></p><p>市场竞争和规模的关系决定了产业集中度。一旦企业在规模巨大的基础上形成垄断，就会充分利用垄断地位和其他人一起限制产出、提高价格，获得超额利润，最后通过建造行业壁垒，使超额利润长期化。</p><p>从1950年代开始，美国政府全盘接受了「哈佛学派」的观点，规模大就是企业的原罪，凡是大企业都会形成垄断。</p><p>直到「芝加哥学派」的出现，正面挑战了「SCP模型」。</p><p><img src=\"https://static.tigerbbs.com/f41b5ac2e9ac09f568c57cf6504bfab7\" tg-width=\"600\" tg-height=\"790\" referrerpolicy=\"no-referrer\"></p><p>「芝加哥学派」大胆提出，「SCP模型」错误地把相关性当做因果性。</p><p>「芝加哥学派」十分反感哈佛用「SCP模型」来引导反垄断实践，干预市场运行。</p><p>在他们看来，只要一个行业没有人为进入壁垒，那么企业长久获得高份额的理由只有一个，那就是产品或者服务比对手更优秀。如果按照「SCP模型」来反垄断，那就是惩罚一个优秀企业，这是破坏正常竞争。</p><p>当时发生的两起反垄断案件，涉及的AT&amp;T和$IBM(<a href=\"https://laohu8.com/S/IBM\">IBM</a>)$，就是两大学派之间的交锋。</p><p>既然哈佛大学认为，规模大就是垄断，司法部立刻想到了<a href=\"https://laohu8.com/S/T\">美国电话电报</a>公司AT&amp;T。</p><p><img src=\"https://static.tigerbbs.com/0e606bdfd919dfc5a3c4ac1cbfb525da\" tg-width=\"640\" tg-height=\"320\" referrerpolicy=\"no-referrer\"></p><p>1974年，联邦政府正式起诉AT&amp;T，理由是利用从电子设备获得的利润补贴电话网络，阻止其他运营商链接到本地制造商，通过拒绝购买非贝尔供应商的设备，垄断了电信设备市场。</p><p>这个官司一打就是近10年，AT&amp;T在1982年同意接受司法部裁决方案。</p><p>1984年这家全美最大的通信公司被拆分成7个大型区域性电话控股公司，只保留了长途电话业务和贝尔实验室、西电公司，规模和销售额都被削减了80%以上。</p><p><img src=\"https://static.tigerbbs.com/285ecb95b6ab3bb77c953320dd132874\" tg-width=\"640\" tg-height=\"508\" referrerpolicy=\"no-referrer\"></p><p>大众和政府普遍认为，AT&amp;T的拆分推动了通讯领域的竞争和创新，过了几年后才反应过来，打败垄断的并不是拆分或者反垄断法案本身，而是涌现出的技术创新。</p><p>在这之前，AT&amp;T之所以能发展壮大，都是依赖于贝尔实验室的各种专利商业化。政府反垄断的第一个杀手锏，就是强迫贝尔实验室和AT&amp;T开放晶体管专利，让美国公司免费获得。</p><p>专利授权开放后，AT&amp;T还承诺不制造晶体管，于是一大批后继者纷纷杀入市场。</p><p>IBM、<a href=\"https://laohu8.com/S/TXN\">德州仪器</a>、飞歌都是在这个时期成立的，正式开启了半导体时代，为之后的个人计算机奠定了技术基础。</p><p><img src=\"https://static.tigerbbs.com/654a837f35fb11234608cb720beed618\" tg-width=\"640\" tg-height=\"101\" referrerpolicy=\"no-referrer\"></p><p>萨缪尔森在《经济学》一书中说：</p><p>贝尔体系的解体，向人们清楚地揭示了这样一个真理：迅猛发展的技术革新，并不需要依赖于垄断的力量。</p><p>如果说贝尔实验室抱着晶体管专利不放手，信息时代和个人电脑的普及可能要晚来十几年。</p><p>在公司被拆分之后，曾经不可一世的AT&amp;T获得了一个滑稽的外号，叫「孤儿寡母公司」。</p><p>它的意思是，任何美国单亲家庭都可以买入这家公司的股票，它不但业绩稳定常年上涨，每季度还有稳定的分红，让没有收入的人都能获得稳定的生活。</p><p><img src=\"https://static.tigerbbs.com/cb73cb75c7f4c12ec119efa1f32d6a19\" tg-width=\"640\" tg-height=\"405\" referrerpolicy=\"no-referrer\"></p><p>单看AT&amp;T本身，它并没有因为反垄断而衰落，虽然丢掉了国内电话业务，却依旧是通信设备唯一供应商，在海外市场也是行业龙头。</p><p>一直到1995年AT&amp;T开始自己折腾自己，管理层的短视叠加互联网泡沫，才让AT&amp;T迅速走下神坛。那就是另一个故事了，有空和大家好好聊聊。</p><p>IBM就比AT&amp;T幸运很多，没有遭到强制拆分。</p><p>1970年代，IBM公司是大型电脑主机市场毫无疑问的王者，旗下产品S/360、S/370型电脑横扫整个市场。</p><p><img src=\"https://static.tigerbbs.com/60ec9153361b82be42b340b41e3b0ff7\" tg-width=\"620\" tg-height=\"350\" referrerpolicy=\"no-referrer\"></p><p>体量太大就容易成为当局的目标。</p><p>早在1967年IBM就接到过反垄断调查通知。这场诉讼从各种意义上都非常重磅，光是控制数据这一项诉讼，资料就多达1亿2千万页，精选出的文件重达87吨。IBM为了应对，调集超过1000名法律专家，光是证人就超过400人。</p><p>出人意料的是，IBM自知理亏，率先认怂。</p><p>在被司法部起诉5个月后，IBM宣布一项重大举措，把向用户捆绑式销售软件和服务的模式，改为分别计价销售，也就是所谓的价格分离，相当于承认了当局的指控。</p><p>随着诉讼的推进，IBM又改变了过去软硬件生态闭环的做法。</p><p>由于S/360、S/370等大型电脑主机产品是公司的利润支柱，IBM决定开放公司政治斗争的产物——IBM/PC，从<a href=\"https://laohu8.com/S/INTC\">英特尔</a>采购CPU，让<a href=\"https://laohu8.com/S/MSFT\">微软</a>编写操作系统，同时开放软硬件技术标准，允许中小企业制造IBM/PC兼容机。</p><p><img src=\"https://static.tigerbbs.com/02d4e50a152a84baf4fff1b5c5b7598e\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"></p><p>于是，商业历史上最戏剧的一幕发生了。</p><p>1981年8月12日，IBM发布个人电脑IBM/PC。2个月之后所有技术标准和细节完全公开，个人电脑PC在市场上大获成功。</p><p><img src=\"https://static.tigerbbs.com/60d568a09972709109895e794fa8d5c6\" tg-width=\"640\" tg-height=\"356\" referrerpolicy=\"no-referrer\"></p><p>接下来市场上崛起的新公司，大家就都很熟悉了。</p><p><a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/INTC\">英特尔</a>就是诞生在这个时期，顺带着把<a href=\"https://laohu8.com/S/HPQ\">惠普</a>、<a href=\"https://laohu8.com/S/DELL\">戴尔</a>、联想等制造厂商捧上神坛。</p><p>它们从中小企业成长为各自行业的龙头老大，一个全新的桌面互联网年代来临，硅谷也进入了新时期。</p><p><img src=\"https://static.tigerbbs.com/78b26c06b5784cf69fc6230c9e76cec6\" tg-width=\"640\" tg-height=\"353\" referrerpolicy=\"no-referrer\"></p><p>IBM选择以开放的姿态，和各路厂家合作，并不是在大发善心，而是迫不得已必须这么做。</p><p>这是一场诸神的黄昏，一场权力的转移和交接，中小公司终于能在大公司的阴影下，慢慢成长起来。</p><p>也正是在1990年代初期，美国司法和贸易委员会基本放弃哈佛的「SCP模型」，把合并前后的经济效率，作为判断垄断的标准。</p><p>没有真正永恒的垄断，只有不断前进的技术浪潮，推升着新的企业出现，突破原有的效率阈值。</p><p>02</p><p>对于巨头来说，它们并不是不能创新，而是不敢创新。</p><p>IBM前董事长、CEO路易斯·郭士纳在90年代加入公司后，惊讶地发现，关系数据库、网络硬件、网络软件、UNIX处理器以及其他更多的成果，都是在IBM的实验室中研制出来的，但就是进不了市场。</p><p><img src=\"https://static.tigerbbs.com/0a539221b0b336f2239559dd854a000a\" tg-width=\"500\" tg-height=\"389\" referrerpolicy=\"no-referrer\"></p><p>后来他才明白，一旦这些技术里的任何一个商业化了，自家的产品S型大主机就再也没有用武之地了，因此IBM宁愿雪藏新技术，也不愿意讲它们推向市场。</p><p>不仅如此，新一代IT行业巨头，会直接从根源上扼杀创新。</p><p>凡是用过Windows的人，都知道IE浏览器，但是大部分人不知道，它并不是微软自己研发的，而是微软直接收购了一家小公司，然后进行的改造。</p><p>最早的浏览器公司是网景，它的故事和微软完全不同。</p><p><img src=\"https://static.tigerbbs.com/baaaa48528766ed9975b4d4663ea9b97\" tg-width=\"640\" tg-height=\"179\" referrerpolicy=\"no-referrer\"></p><p>它的成长速度惊人，从成立到上市，它只花了16个月，而微软花了11年。</p><p>《华尔街日报》的说法是：「<a href=\"https://laohu8.com/S/GM\">通用汽车</a>公司花了43年的时间才成为一家市值27亿美元的公司，网景只花了大约一分钟。」</p><p>网景上市的时候还没有盈利，成立以来累计亏损1278万美元。按照以往的成功经验，一家新科技公司最好在至少连续四个季度盈利后再考虑IPO，但网景的成功颠覆了华尔街的想象。</p><p>网景在纳斯达克上市，翻开了互联网公司造富神话的第一页。</p><p>1995年8月9日，网景在纳斯达克IPO，当天股价从28美元涨到了58.25美元，公司市值达到了21亿美元。网景创始人吉姆·克拉克的股份在IPO当天价值6.63亿美元；另一位创始人马克·安德森身价也达到了5800万美元。</p><p><img src=\"https://static.tigerbbs.com/7b7481c48aa7d30337f2f7ecf9a42b65\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"></p><p>后知后觉的微软终于反应过来，直接从一家小公司Spyglass手里购买了授权，推出自己的IE浏览器，采用捆绑操作系统的模式，安装到用户的电脑里去。</p><p>微软内部邮件说：切断网景的氧气供给。</p><p><img src=\"https://static.tigerbbs.com/a2653802e87d653c91d0529836fce82e\" tg-width=\"640\" tg-height=\"362\" referrerpolicy=\"no-referrer\"></p><p>后来的故事大家都看到了，在Windows巨大的市场占有率面前，网景不堪一击。另一方面，微软得到了市场和利润，失去了口碑。并且从1998年到2001年，微软和美国司法部展开了旷日持久的拉锯战。</p><p>最后双方达成了和解，当时小布什政府决定不再试图拆分微软公司，而是禁止微软的搭售行为，同时要求微软确保Windows软件和非Windows软件的兼容性。</p><p>三个反垄断案例，共同说明了一个问题，反垄断的核心关注点正在回归非法竞争，经济学家和法学家越来越偏向于限制大企业，然后把垄断交给新公司和技术创新去解决。</p><p>03</p><p><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和<a href=\"https://laohu8.com/S/FB\">Facebook</a>这样的第三代互联网巨头，就是在反垄断的保护下，超越老前辈微软。</p><p>如果大家看过电影《社交网络》，就知道当年马克·扎克伯格创办<a href=\"https://laohu8.com/S/FB\">Facebook</a>的时候，有一位合伙人叫克里斯·休斯。他已经离职多年，却在2020年5月发布了一篇长文，标题是「It’s Time to Break Up Facebook」。</p><p><img src=\"https://static.tigerbbs.com/a3a1cd7b89edff2f8dba9d603be6ff27\" tg-width=\"640\" tg-height=\"372\" referrerpolicy=\"no-referrer\"></p><p>克里斯认为Facebook的垄断体现在三个方面：</p><p>1.大约70%的美国成年人使用社交媒体，其中绝大多数会使用Facebook产品。</p><p>2.Facebook估值是五万亿美元，占据了全球社交网络收入的80%以上。</p><p>3.复制对手的商业模式，用技术与庞大用户体量打压对手，在自身平台屏蔽竞争对手产品。</p><p>美国众议院司法委员会，也早就开启了对科技公司的反垄断调查，10月份发布了一份449页的报告，认为Facebook、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>等公司，都有利用致命收购打压对手、收取超高服务费，迫使小企业签订合约的垄断行为。</p><p><img src=\"https://static.tigerbbs.com/0af66f8716ccfa9a9a46cfbce42aeb0a\" tg-width=\"640\" tg-height=\"359\" referrerpolicy=\"no-referrer\"></p><p>这份报告显示，谷歌在搜索结果中优先展示自己的产品来打击竞争对手；亚马逊利用其作为最大在线零售商的优势，阻碍潜在竞争对手；<a href=\"https://laohu8.com/S/AAPL\">苹果</a>垄断了iPhone和iPad应用市场，从应用开发者的销售中抽取过多佣金；Facebook为了维持和扩大垄断地位，时常采取收购竞争对手，甚至通过复制竞争对手服务达到目的。</p><p><img src=\"https://static.tigerbbs.com/fbf06bb0002efc19e952fb550258f3f2\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"></p><p>可以说，对互联网巨头的调查，正是反映出当下这个时代，垄断与反垄断之间的战争又进入了新的位面。当大公司成为赛博时代的基础设施，如何防止他们滥用数据，操控市场和用户成为了全新的主题。</p><p>04</p><p>总结一下反垄断诞生的一百多年以来，走过了三个阶段。</p><p>第一阶段反对的是大型企业托拉斯的联合形态，第二阶段是反对巨头的技术独裁与压制，第三阶段是反对无处不在的大数据和算法操控。</p><p>美国的反垄断核心，已经不再只盯着市场份额垄断，规模大不一定意味着被罚款和限制。它更多的是希望摁住巨头们骚动的手和跃跃欲试心，防止他们利用自身在某一领域的垄断地位，实施在另一领域的垄断。</p><p>而在大洋彼岸的欧盟，和美国的反垄断逻辑就有着巨大差别。欧盟很喜欢直接进行真金白银的罚款，它对微软开出16.8亿欧元罚单，英特尔的则是10.6亿欧元，谷歌的罚单更是高达82.3亿欧元。</p><p><img src=\"https://static.tigerbbs.com/cecaaa3e5003a4037073cef1903f1be6\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\"></p><p>但罚款只是让巨头割肉，解决不了根本问题，如何给正在创新中的小企业更多生存空间，催生新一波技术革命浪潮，才是正确的方向。</p><p>当互联网企业都朝着巨型综合平台发展的时候，就必须要思考会对行业产生什么影响，对每一个行业里的人带来怎样的影响。尊重每一个行业的历史，不是利用廉价资本侵入一个行业，再摧毁它。</p><p><img src=\"https://static.tigerbbs.com/7259f8677d419fba93df8534355f459e\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"></p><p>在翻阅IBM资料，看到它主动开放PC软硬件标准，联合各路厂商，开启下一个桌面个人电脑新时代的时候，我不禁想到了中国互联网的第一次世界大战：<a href=\"https://laohu8.com/S/00700\">腾讯</a>QQ和<a href=\"https://laohu8.com/S/QIHU\">奇虎360</a>。</p><p>在此之前<a href=\"https://laohu8.com/S/00700\">腾讯</a>的目标，是成为互联网的水和电。却被外界戏称为「走所有的路，让其他公司无路可走。」</p><p>360的出现，让腾讯感觉到了巨大的威胁，对标360安全卫士，腾讯推出了自家的QQ医生和电脑管家。</p><p><img src=\"https://static.tigerbbs.com/967ced9fd0a483efb6103e84f46281ca\" tg-width=\"640\" tg-height=\"463\" referrerpolicy=\"no-referrer\"></p><p>360选择正面反击，推出扣扣保镖，屏蔽QQ广告、弹窗。这也迫使战争全面升级，腾讯最后「做了一个艰难的决定」，让用户二选一，要么卸载360，要么卸载QQ。</p><p><img src=\"https://static.tigerbbs.com/e468e8c90b7f2bba5af3c552920d38e4\" tg-width=\"640\" tg-height=\"460\" referrerpolicy=\"no-referrer\"></p><p>最后工信部出面，从中协调。2010年11月20日，责令两家公司道歉、妥善处理软件兼容问题。</p><p>从结果来看，这场战争没有失败者，360一战成名完成上市，腾讯组织多次反思会，愿景变为用户为本、科技向善。</p><p>10年过去了，当我们再次审视巨头的时候，它们变得善良了么？</p><p>风口变化太快，经常能看到有猪飞上天，从千团大战到共享打车，从五颜六色自行车到琳琅满目的无人货架，从P2P暴雷到比特币暴涨，从O2O到生鲜买菜。表面上打得不亦乐乎，仔细一看背后全都是各种派系的互联网巨头。</p><p><img src=\"https://static.tigerbbs.com/2c2010dbbdaa148e6607b1b2d200ab6c\" tg-width=\"640\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p><p>它们改变了策略，不屑于也不敢再亲自下场斩杀小玩家。变得越来越聪明了，不是选择合纵连横尽早结束战争，就是隐居幕后做操盘手，等时机成熟再来收割。</p><p>监管的铁锤，可能会迟到，但绝不缺席。</p><p>12月11日中共中央政治局召开会议，要求强化反垄断和防止资本无序扩张。</p><p><img src=\"https://static.tigerbbs.com/7c1d5616ceb77e5ac93b39b33fbf8cfe\" tg-width=\"640\" tg-height=\"449\" referrerpolicy=\"no-referrer\"></p><p>这让我想到《杀死那个石家庄人》，里面唱道：</p><p>「如此生活三十年，直到大厦崩塌。」</p>","source":"lsy1618019369222","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国百年反垄断史回顾：为什么要阻止公司一家独大？</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国百年反垄断史回顾：为什么要阻止公司一家独大？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-10 09:52 北京时间&nbsp;&nbsp;&nbsp;<a href=https://baijiahao.baidu.com/s?id=1686666219519902293><strong>IC实验室</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2021年4月10日，市场监管总局发布通知，阿里巴巴集团实施“二选一”行为，构成《反垄断法》第十七条第一款第（四）项禁止“没有正当理由，限定交易相对人只能与其进行交易”的滥用市场支配地位行为。对此，依法作出行政处罚决定，责令阿里巴巴集团停止违法行为，并处以其2019年中国境内销售额4557.12亿元4%的罚款，计182.28亿元。回想前些日子，社区团购风口刚刚刮起来的时候，有一篇刷爆朋友圈的文章《...</p>\n\n<a href=\"https://baijiahao.baidu.com/s?id=1686666219519902293\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dcc8e52cfc5faa4dc29c315e30cb6d27","relate_stocks":{"09988":"阿里巴巴-W","00700":"腾讯控股","BABA":"阿里巴巴"},"source_url":"https://baijiahao.baidu.com/s?id=1686666219519902293","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159965822","content_text":"2021年4月10日，市场监管总局发布通知，阿里巴巴集团实施“二选一”行为，构成《反垄断法》第十七条第一款第（四）项禁止“没有正当理由，限定交易相对人只能与其进行交易”的滥用市场支配地位行为。对此，依法作出行政处罚决定，责令阿里巴巴集团停止违法行为，并处以其2019年中国境内销售额4557.12亿元4%的罚款，计182.28亿元。回想前些日子，社区团购风口刚刚刮起来的时候，有一篇刷爆朋友圈的文章《互联网巨头正在夺走卖菜商贩的生计》。它的核心论点是互联网平台不讲武德，以巨额补贴的姿态进入社区团购、生鲜卖菜行业，挤压了中小商家的生存空间，尤其是菜场的菜贩，令人难过。就像工业革命里的纺织厂夺走了无数中小作坊的生意，电话夺走了电报的生意，手机抢走了电话的生意，汽车巨头淘汰了马车行业，数码相机淘汰了胶片工人，大型商场超市夺走了小卖部的生存空间。一旦企业做大，就有了中小商家不具有的优势，长期以往会形成垄断。如今的某些互联网平台也是一样，从点外卖到打车、看电影、旅游甚至买车买房，科技公司触角已经一点点伸进了普通人的日常生活。它们距离垄断，只有一步之遥了。我们今天通过美国历史上的三个企业故事，好好聊一聊垄断到底是什么，大企业到底是提高了经济效率，还是损害了大众福利。01世界上第一部反垄断法《反托拉斯法》诞生于1890年，是一部非常简陋的法案。因为无论是学术界还是政府，都还没有做好准备，就直接起草和推出了法案，最后还是得在法庭上具体问题具体分析。当时美国学术界和政府，对于垄断的认识都不深。哈佛大学的爱德华·黑斯廷斯·张伯伦，花了六年多的时间思考垄断和竞争。他率先发现，由于每个企业都是独特的，因此它们都有一定的垄断性，有一定的控制价格能力；同时它们又是彼此竞争的，这种竞争不会像经济学的完全竞争那样，有无数个参与者，所以也不会把价格压缩到只能收回成本那么低。张伯伦的理论融合了竞争和垄断，被称为「垄断竞争理论」。它把大众的认知，从完全垄断、完全竞争的二元论，推动到了垄断和竞争程度的讨论。哈佛大学的一批经济学家加入其中深入研究，史称「哈佛学派」。「SCP模型」的主导者乔·贝恩完全继承了张伯伦的理论，强调不同企业的规模差异是垄断的源头。市场竞争和规模的关系决定了产业集中度。一旦企业在规模巨大的基础上形成垄断，就会充分利用垄断地位和其他人一起限制产出、提高价格，获得超额利润，最后通过建造行业壁垒，使超额利润长期化。从1950年代开始，美国政府全盘接受了「哈佛学派」的观点，规模大就是企业的原罪，凡是大企业都会形成垄断。直到「芝加哥学派」的出现，正面挑战了「SCP模型」。「芝加哥学派」大胆提出，「SCP模型」错误地把相关性当做因果性。「芝加哥学派」十分反感哈佛用「SCP模型」来引导反垄断实践，干预市场运行。在他们看来，只要一个行业没有人为进入壁垒，那么企业长久获得高份额的理由只有一个，那就是产品或者服务比对手更优秀。如果按照「SCP模型」来反垄断，那就是惩罚一个优秀企业，这是破坏正常竞争。当时发生的两起反垄断案件，涉及的AT&T和$IBM(IBM)$，就是两大学派之间的交锋。既然哈佛大学认为，规模大就是垄断，司法部立刻想到了美国电话电报公司AT&T。1974年，联邦政府正式起诉AT&T，理由是利用从电子设备获得的利润补贴电话网络，阻止其他运营商链接到本地制造商，通过拒绝购买非贝尔供应商的设备，垄断了电信设备市场。这个官司一打就是近10年，AT&T在1982年同意接受司法部裁决方案。1984年这家全美最大的通信公司被拆分成7个大型区域性电话控股公司，只保留了长途电话业务和贝尔实验室、西电公司，规模和销售额都被削减了80%以上。大众和政府普遍认为，AT&T的拆分推动了通讯领域的竞争和创新，过了几年后才反应过来，打败垄断的并不是拆分或者反垄断法案本身，而是涌现出的技术创新。在这之前，AT&T之所以能发展壮大，都是依赖于贝尔实验室的各种专利商业化。政府反垄断的第一个杀手锏，就是强迫贝尔实验室和AT&T开放晶体管专利，让美国公司免费获得。专利授权开放后，AT&T还承诺不制造晶体管，于是一大批后继者纷纷杀入市场。IBM、德州仪器、飞歌都是在这个时期成立的，正式开启了半导体时代，为之后的个人计算机奠定了技术基础。萨缪尔森在《经济学》一书中说：贝尔体系的解体，向人们清楚地揭示了这样一个真理：迅猛发展的技术革新，并不需要依赖于垄断的力量。如果说贝尔实验室抱着晶体管专利不放手，信息时代和个人电脑的普及可能要晚来十几年。在公司被拆分之后，曾经不可一世的AT&T获得了一个滑稽的外号，叫「孤儿寡母公司」。它的意思是，任何美国单亲家庭都可以买入这家公司的股票，它不但业绩稳定常年上涨，每季度还有稳定的分红，让没有收入的人都能获得稳定的生活。单看AT&T本身，它并没有因为反垄断而衰落，虽然丢掉了国内电话业务，却依旧是通信设备唯一供应商，在海外市场也是行业龙头。一直到1995年AT&T开始自己折腾自己，管理层的短视叠加互联网泡沫，才让AT&T迅速走下神坛。那就是另一个故事了，有空和大家好好聊聊。IBM就比AT&T幸运很多，没有遭到强制拆分。1970年代，IBM公司是大型电脑主机市场毫无疑问的王者，旗下产品S/360、S/370型电脑横扫整个市场。体量太大就容易成为当局的目标。早在1967年IBM就接到过反垄断调查通知。这场诉讼从各种意义上都非常重磅，光是控制数据这一项诉讼，资料就多达1亿2千万页，精选出的文件重达87吨。IBM为了应对，调集超过1000名法律专家，光是证人就超过400人。出人意料的是，IBM自知理亏，率先认怂。在被司法部起诉5个月后，IBM宣布一项重大举措，把向用户捆绑式销售软件和服务的模式，改为分别计价销售，也就是所谓的价格分离，相当于承认了当局的指控。随着诉讼的推进，IBM又改变了过去软硬件生态闭环的做法。由于S/360、S/370等大型电脑主机产品是公司的利润支柱，IBM决定开放公司政治斗争的产物——IBM/PC，从英特尔采购CPU，让微软编写操作系统，同时开放软硬件技术标准，允许中小企业制造IBM/PC兼容机。于是，商业历史上最戏剧的一幕发生了。1981年8月12日，IBM发布个人电脑IBM/PC。2个月之后所有技术标准和细节完全公开，个人电脑PC在市场上大获成功。接下来市场上崛起的新公司，大家就都很熟悉了。微软和英特尔就是诞生在这个时期，顺带着把惠普、戴尔、联想等制造厂商捧上神坛。它们从中小企业成长为各自行业的龙头老大，一个全新的桌面互联网年代来临，硅谷也进入了新时期。IBM选择以开放的姿态，和各路厂家合作，并不是在大发善心，而是迫不得已必须这么做。这是一场诸神的黄昏，一场权力的转移和交接，中小公司终于能在大公司的阴影下，慢慢成长起来。也正是在1990年代初期，美国司法和贸易委员会基本放弃哈佛的「SCP模型」，把合并前后的经济效率，作为判断垄断的标准。没有真正永恒的垄断，只有不断前进的技术浪潮，推升着新的企业出现，突破原有的效率阈值。02对于巨头来说，它们并不是不能创新，而是不敢创新。IBM前董事长、CEO路易斯·郭士纳在90年代加入公司后，惊讶地发现，关系数据库、网络硬件、网络软件、UNIX处理器以及其他更多的成果，都是在IBM的实验室中研制出来的，但就是进不了市场。后来他才明白，一旦这些技术里的任何一个商业化了，自家的产品S型大主机就再也没有用武之地了，因此IBM宁愿雪藏新技术，也不愿意讲它们推向市场。不仅如此，新一代IT行业巨头，会直接从根源上扼杀创新。凡是用过Windows的人，都知道IE浏览器，但是大部分人不知道，它并不是微软自己研发的，而是微软直接收购了一家小公司，然后进行的改造。最早的浏览器公司是网景，它的故事和微软完全不同。它的成长速度惊人，从成立到上市，它只花了16个月，而微软花了11年。《华尔街日报》的说法是：「通用汽车公司花了43年的时间才成为一家市值27亿美元的公司，网景只花了大约一分钟。」网景上市的时候还没有盈利，成立以来累计亏损1278万美元。按照以往的成功经验，一家新科技公司最好在至少连续四个季度盈利后再考虑IPO，但网景的成功颠覆了华尔街的想象。网景在纳斯达克上市，翻开了互联网公司造富神话的第一页。1995年8月9日，网景在纳斯达克IPO，当天股价从28美元涨到了58.25美元，公司市值达到了21亿美元。网景创始人吉姆·克拉克的股份在IPO当天价值6.63亿美元；另一位创始人马克·安德森身价也达到了5800万美元。后知后觉的微软终于反应过来，直接从一家小公司Spyglass手里购买了授权，推出自己的IE浏览器，采用捆绑操作系统的模式，安装到用户的电脑里去。微软内部邮件说：切断网景的氧气供给。后来的故事大家都看到了，在Windows巨大的市场占有率面前，网景不堪一击。另一方面，微软得到了市场和利润，失去了口碑。并且从1998年到2001年，微软和美国司法部展开了旷日持久的拉锯战。最后双方达成了和解，当时小布什政府决定不再试图拆分微软公司，而是禁止微软的搭售行为，同时要求微软确保Windows软件和非Windows软件的兼容性。三个反垄断案例，共同说明了一个问题，反垄断的核心关注点正在回归非法竞争，经济学家和法学家越来越偏向于限制大企业，然后把垄断交给新公司和技术创新去解决。03谷歌、亚马逊和Facebook这样的第三代互联网巨头，就是在反垄断的保护下，超越老前辈微软。如果大家看过电影《社交网络》，就知道当年马克·扎克伯格创办Facebook的时候，有一位合伙人叫克里斯·休斯。他已经离职多年，却在2020年5月发布了一篇长文，标题是「It’s Time to Break Up Facebook」。克里斯认为Facebook的垄断体现在三个方面：1.大约70%的美国成年人使用社交媒体，其中绝大多数会使用Facebook产品。2.Facebook估值是五万亿美元，占据了全球社交网络收入的80%以上。3.复制对手的商业模式，用技术与庞大用户体量打压对手，在自身平台屏蔽竞争对手产品。美国众议院司法委员会，也早就开启了对科技公司的反垄断调查，10月份发布了一份449页的报告，认为Facebook、苹果、亚马逊、谷歌等公司，都有利用致命收购打压对手、收取超高服务费，迫使小企业签订合约的垄断行为。这份报告显示，谷歌在搜索结果中优先展示自己的产品来打击竞争对手；亚马逊利用其作为最大在线零售商的优势，阻碍潜在竞争对手；苹果垄断了iPhone和iPad应用市场，从应用开发者的销售中抽取过多佣金；Facebook为了维持和扩大垄断地位，时常采取收购竞争对手，甚至通过复制竞争对手服务达到目的。可以说，对互联网巨头的调查，正是反映出当下这个时代，垄断与反垄断之间的战争又进入了新的位面。当大公司成为赛博时代的基础设施，如何防止他们滥用数据，操控市场和用户成为了全新的主题。04总结一下反垄断诞生的一百多年以来，走过了三个阶段。第一阶段反对的是大型企业托拉斯的联合形态，第二阶段是反对巨头的技术独裁与压制，第三阶段是反对无处不在的大数据和算法操控。美国的反垄断核心，已经不再只盯着市场份额垄断，规模大不一定意味着被罚款和限制。它更多的是希望摁住巨头们骚动的手和跃跃欲试心，防止他们利用自身在某一领域的垄断地位，实施在另一领域的垄断。而在大洋彼岸的欧盟，和美国的反垄断逻辑就有着巨大差别。欧盟很喜欢直接进行真金白银的罚款，它对微软开出16.8亿欧元罚单，英特尔的则是10.6亿欧元，谷歌的罚单更是高达82.3亿欧元。但罚款只是让巨头割肉，解决不了根本问题，如何给正在创新中的小企业更多生存空间，催生新一波技术革命浪潮，才是正确的方向。当互联网企业都朝着巨型综合平台发展的时候，就必须要思考会对行业产生什么影响，对每一个行业里的人带来怎样的影响。尊重每一个行业的历史，不是利用廉价资本侵入一个行业，再摧毁它。在翻阅IBM资料，看到它主动开放PC软硬件标准，联合各路厂商，开启下一个桌面个人电脑新时代的时候，我不禁想到了中国互联网的第一次世界大战：腾讯QQ和奇虎360。在此之前腾讯的目标，是成为互联网的水和电。却被外界戏称为「走所有的路，让其他公司无路可走。」360的出现，让腾讯感觉到了巨大的威胁，对标360安全卫士，腾讯推出了自家的QQ医生和电脑管家。360选择正面反击，推出扣扣保镖，屏蔽QQ广告、弹窗。这也迫使战争全面升级，腾讯最后「做了一个艰难的决定」，让用户二选一，要么卸载360，要么卸载QQ。最后工信部出面，从中协调。2010年11月20日，责令两家公司道歉、妥善处理软件兼容问题。从结果来看，这场战争没有失败者，360一战成名完成上市，腾讯组织多次反思会，愿景变为用户为本、科技向善。10年过去了，当我们再次审视巨头的时候，它们变得善良了么？风口变化太快，经常能看到有猪飞上天，从千团大战到共享打车，从五颜六色自行车到琳琅满目的无人货架，从P2P暴雷到比特币暴涨，从O2O到生鲜买菜。表面上打得不亦乐乎，仔细一看背后全都是各种派系的互联网巨头。它们改变了策略，不屑于也不敢再亲自下场斩杀小玩家。变得越来越聪明了，不是选择合纵连横尽早结束战争，就是隐居幕后做操盘手，等时机成熟再来收割。监管的铁锤，可能会迟到，但绝不缺席。12月11日中共中央政治局召开会议，要求强化反垄断和防止资本无序扩张。这让我想到《杀死那个石家庄人》，里面唱道：「如此生活三十年，直到大厦崩塌。」","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341280469,"gmtCreate":1617829943051,"gmtModify":1704703597968,"author":{"id":"3573348577250194","authorId":"3573348577250194","name":"开始动","avatar":"https://static.tigerbbs.com/2a9c7b5059675ea831ba5b42ef1948ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573348577250194","idStr":"3573348577250194"},"themes":[],"htmlText":"Wow&nbsp;","listText":"Wow&nbsp;","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/341280469","repostId":"1158255207","repostType":4,"repost":{"id":"1158255207","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1617804748,"share":"https://ttm.financial/m/news/1158255207?lang=&edition=fundamental","pubTime":"2021-04-07 22:12","market":"us","language":"zh","title":"中概新能源车板块跌幅扩大，理想汽车跌超9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1158255207","media":"老虎资讯综合","summary":"4月7日，中概新能源车板块跌幅扩大，理想汽车跌超9%，小鹏汽车跌5%，小牛电动跌超3%，蔚来汽车跌2.6%。","content":"<p>4月7日，中概新能源车板块跌幅扩大，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超9%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌5%，<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>跌超3%，蔚来汽车跌2.6%。</p><p><img src=\"https://static.tigerbbs.com/1a95c11088139142a4be33ee2dca2ed1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","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>中概新能源车板块跌幅扩大，理想汽车跌超9%</title>\n<style 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href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超9%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌5%，<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>跌超3%，蔚来汽车跌2.6%。</p><p><img src=\"https://static.tigerbbs.com/1a95c11088139142a4be33ee2dca2ed1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/edb5904d62b10798f760277be625646d","relate_stocks":{"XPEV":"小鹏汽车","02015":"理想汽车-W","LI":"理想汽车","NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158255207","content_text":"4月7日，中概新能源车板块跌幅扩大，理想汽车跌超9%，小鹏汽车跌5%，小牛电动跌超3%，蔚来汽车跌2.6%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":133169696,"gmtCreate":1621728431515,"gmtModify":1704361719820,"author":{"id":"3573348577250194","authorId":"3573348577250194","name":"开始动","avatar":"https://static.tigerbbs.com/2a9c7b5059675ea831ba5b42ef1948ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573348577250194","idStr":"3573348577250194"},"themes":[],"htmlText":"Wow&nbsp;","listText":"Wow&nbsp;","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/133169696","repostId":"1193776470","repostType":4,"repost":{"id":"1193776470","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1621641477,"share":"https://ttm.financial/m/news/1193776470?lang=&edition=fundamental","pubTime":"2021-05-22 07:57","market":"us","language":"zh","title":"BOSS直聘赴美上市：2020年营收上涨94.7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1193776470","media":"老虎资讯综合","summary":"2021年一季度，BOSS直聘营收达到7.9亿元人民币，同比上涨179.0%。","content":"<p>北京时间5月22日早，中国最大的在线招聘平台BOSS直聘正式向美国证券交易委员会（SEC）提交IPO（首次公开发行）申请。&nbsp;</p><p>相关文件显示，BOSS直聘拟于纳斯达克挂牌上市，代码BZ。高盛、摩根士丹利、老虎证券等担任承销商。</p><p>招股书称，BOSS直聘拥有一个包括白领用户、金领用户、蓝领用户和大学生用户的高速增长的大型用户群。亦拥有一个覆盖小型、中型及大型企业的庞大招聘者网络。提交至SEC的公开信息显示，截至2021年3月，BOSS直聘服务630万家认证企业，其中82.6%为中小企业，也包括《财富》中国500强的所有公司。&nbsp;</p><p>2020年，BOSS直聘实现营收19.4亿元，同比增长94.7%；经计算现金收款25.3亿元，同比上涨89.7%。2021年一季度，BOSS直聘营收达到7.9亿元人民币，同比上涨179.0%；经计算现金收款11.8亿元，同比上涨281.0%。经计算现金收款包含一段时间内收入加上该时间内递延收入的变化。<b>&nbsp;</b></p><p>招股书信息显示，截至2021年3月底前的12个月，BOSS直聘付费企业端客户数增长120.0%至289万。2020年，中型客户、大型客户分别贡献了总收入的35.8%，17.0%。其中来自大型客户的收入占比在2021年一季度继续上涨至17.7%。&nbsp;</p><p>2019年与2020年，BOSS直聘净亏损分别为5.02亿元、9.42亿元；经调整后亏损分别为4.68亿元及2.85亿元，同比收窄。经营现金流量在2020年由负转正，达到人民币3.96亿元。截至2020年底，BOSS直聘有现金及现金等价物合计39.98亿元。</p>","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>BOSS直聘赴美上市：2020年营收上涨94.7%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBOSS直聘赴美上市：2020年营收上涨94.7%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-22 07:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>北京时间5月22日早，中国最大的在线招聘平台BOSS直聘正式向美国证券交易委员会（SEC）提交IPO（首次公开发行）申请。&nbsp;</p><p>相关文件显示，BOSS直聘拟于纳斯达克挂牌上市，代码BZ。高盛、摩根士丹利、老虎证券等担任承销商。</p><p>招股书称，BOSS直聘拥有一个包括白领用户、金领用户、蓝领用户和大学生用户的高速增长的大型用户群。亦拥有一个覆盖小型、中型及大型企业的庞大招聘者网络。提交至SEC的公开信息显示，截至2021年3月，BOSS直聘服务630万家认证企业，其中82.6%为中小企业，也包括《财富》中国500强的所有公司。&nbsp;</p><p>2020年，BOSS直聘实现营收19.4亿元，同比增长94.7%；经计算现金收款25.3亿元，同比上涨89.7%。2021年一季度，BOSS直聘营收达到7.9亿元人民币，同比上涨179.0%；经计算现金收款11.8亿元，同比上涨281.0%。经计算现金收款包含一段时间内收入加上该时间内递延收入的变化。<b>&nbsp;</b></p><p>招股书信息显示，截至2021年3月底前的12个月，BOSS直聘付费企业端客户数增长120.0%至289万。2020年，中型客户、大型客户分别贡献了总收入的35.8%，17.0%。其中来自大型客户的收入占比在2021年一季度继续上涨至17.7%。&nbsp;</p><p>2019年与2020年，BOSS直聘净亏损分别为5.02亿元、9.42亿元；经调整后亏损分别为4.68亿元及2.85亿元，同比收窄。经营现金流量在2020年由负转正，达到人民币3.96亿元。截至2020年底，BOSS直聘有现金及现金等价物合计39.98亿元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3ecd7fc7f6f6bced60da42aeb8843fee","relate_stocks":{"BZ":"BOSS直聘"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193776470","content_text":"北京时间5月22日早，中国最大的在线招聘平台BOSS直聘正式向美国证券交易委员会（SEC）提交IPO（首次公开发行）申请。 相关文件显示，BOSS直聘拟于纳斯达克挂牌上市，代码BZ。高盛、摩根士丹利、老虎证券等担任承销商。招股书称，BOSS直聘拥有一个包括白领用户、金领用户、蓝领用户和大学生用户的高速增长的大型用户群。亦拥有一个覆盖小型、中型及大型企业的庞大招聘者网络。提交至SEC的公开信息显示，截至2021年3月，BOSS直聘服务630万家认证企业，其中82.6%为中小企业，也包括《财富》中国500强的所有公司。 2020年，BOSS直聘实现营收19.4亿元，同比增长94.7%；经计算现金收款25.3亿元，同比上涨89.7%。2021年一季度，BOSS直聘营收达到7.9亿元人民币，同比上涨179.0%；经计算现金收款11.8亿元，同比上涨281.0%。经计算现金收款包含一段时间内收入加上该时间内递延收入的变化。 招股书信息显示，截至2021年3月底前的12个月，BOSS直聘付费企业端客户数增长120.0%至289万。2020年，中型客户、大型客户分别贡献了总收入的35.8%，17.0%。其中来自大型客户的收入占比在2021年一季度继续上涨至17.7%。 2019年与2020年，BOSS直聘净亏损分别为5.02亿元、9.42亿元；经调整后亏损分别为4.68亿元及2.85亿元，同比收窄。经营现金流量在2020年由负转正，达到人民币3.96亿元。截至2020年底，BOSS直聘有现金及现金等价物合计39.98亿元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193667672,"gmtCreate":1620785164096,"gmtModify":1704348345124,"author":{"id":"3573348577250194","authorId":"3573348577250194","name":"开始动","avatar":"https://static.tigerbbs.com/2a9c7b5059675ea831ba5b42ef1948ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573348577250194","idStr":"3573348577250194"},"themes":[],"htmlText":"Good job&nbsp;","listText":"Good job&nbsp;","text":"Good job","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193667672","repostId":"2134969347","repostType":4,"repost":{"id":"2134969347","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1620783369,"share":"https://ttm.financial/m/news/2134969347?lang=&edition=fundamental","pubTime":"2021-05-12 09:36","market":"hk","language":"zh","title":"微盟集团涨超8%，首季订阅解决方案收入同比增超100%","url":"https://stock-news.laohu8.com/highlight/detail?id=2134969347","media":"老虎资讯综合","summary":"5月12日讯，微盟集团高开高走，现报14.98港元，大涨8.55%，暂成交1亿港元，最新总市值340亿港元。微盟集团昨日晚间公布，公司董事会认为公司的经营质量在稳步提升并且其数字商业业务在截至2021","content":"<p>5月12日讯，<a href=\"https://laohu8.com/S/02013\">微盟集团</a>高开高走，现报14.98港元，大涨8.55%，暂成交1亿港元，最新总市值340亿港元。<img src=\"https://static.tigerbbs.com/b0462805a60e4f42425290c21ccbece8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">微盟集团昨日晚间公布，公司董事会认为公司的经营质量在稳步提升并且其数字商业业务在截至2021年3月31日止的第一季度保持快速增长。期内，订阅解决方案的收入同比增长超过100%；商家解决方案的收入同比增长超过50%。截至2021年3月31日，付费商户数较2020年3月31日增长约21.9%，流失率约为4.3%。</p>","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>微盟集团涨超8%，首季订阅解决方案收入同比增超100%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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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微盟集团涨超8%，首季订阅解决方案收入同比增超100%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-12 09:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月12日讯，<a href=\"https://laohu8.com/S/02013\">微盟集团</a>高开高走，现报14.98港元，大涨8.55%，暂成交1亿港元，最新总市值340亿港元。<img src=\"https://static.tigerbbs.com/b0462805a60e4f42425290c21ccbece8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">微盟集团昨日晚间公布，公司董事会认为公司的经营质量在稳步提升并且其数字商业业务在截至2021年3月31日止的第一季度保持快速增长。期内，订阅解决方案的收入同比增长超过100%；商家解决方案的收入同比增长超过50%。截至2021年3月31日，付费商户数较2020年3月31日增长约21.9%，流失率约为4.3%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8593d7bafc6da002b2ab4975d4711a90","relate_stocks":{"02013":"微盟集团"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2134969347","content_text":"5月12日讯，微盟集团高开高走，现报14.98港元，大涨8.55%，暂成交1亿港元，最新总市值340亿港元。微盟集团昨日晚间公布，公司董事会认为公司的经营质量在稳步提升并且其数字商业业务在截至2021年3月31日止的第一季度保持快速增长。期内，订阅解决方案的收入同比增长超过100%；商家解决方案的收入同比增长超过50%。截至2021年3月31日，付费商户数较2020年3月31日增长约21.9%，流失率约为4.3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101860627,"gmtCreate":1619877501669,"gmtModify":1704335992428,"author":{"id":"3573348577250194","authorId":"3573348577250194","name":"开始动","avatar":"https://static.tigerbbs.com/2a9c7b5059675ea831ba5b42ef1948ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573348577250194","idStr":"3573348577250194"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/101860627","repostId":"1155857726","repostType":4,"repost":{"id":"1155857726","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1619795809,"share":"https://ttm.financial/m/news/1155857726?lang=&edition=fundamental","pubTime":"2021-04-30 23:16","market":"us","language":"en","title":"Fed's Kaplan sees financial market 'excesses,' eyes QE taper","url":"https://stock-news.laohu8.com/highlight/detail?id=1155857726","media":"Reuters","summary":"Dallas Federal Reserve Bank President Robert Kaplan on Friday warned of imbalances in U.S. financial","content":"<p>Dallas Federal Reserve Bank President Robert Kaplan on Friday warned of imbalances in U.S. financial markets and said he now believes the economy will meet the benchmarks the central bank set out for trimming its bond buying sooner than he had anticipated.</p>\n<p>\"We are now at a point where I'm observing excesses and imbalances in financial markets,\" Kaplan told the Montgomery Area Chamber of Commerce, pointing to the elevated stock market, credit spreads, and a \"historically\" robust housing market. \"I do think, at the earliest opportunity, I think it would be appropriate for us to start talking about adjusting those purchases,\" referring to the Fed's $120 billion in monthly bond buys known as quantitative easing, or QE.</p>","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>Fed's Kaplan sees financial market 'excesses,' eyes QE taper</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\">\nFed's Kaplan sees financial market 'excesses,' eyes QE taper\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-04-30 23:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Dallas Federal Reserve Bank President Robert Kaplan on Friday warned of imbalances in U.S. financial markets and said he now believes the economy will meet the benchmarks the central bank set out for trimming its bond buying sooner than he had anticipated.</p>\n<p>\"We are now at a point where I'm observing excesses and imbalances in financial markets,\" Kaplan told the Montgomery Area Chamber of Commerce, pointing to the elevated stock market, credit spreads, and a \"historically\" robust housing market. \"I do think, at the earliest opportunity, I think it would be appropriate for us to start talking about adjusting those purchases,\" referring to the Fed's $120 billion in monthly bond buys known as quantitative easing, or QE.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155857726","content_text":"Dallas Federal Reserve Bank President Robert Kaplan on Friday warned of imbalances in U.S. financial markets and said he now believes the economy will meet the benchmarks the central bank set out for trimming its bond buying sooner than he had anticipated.\n\"We are now at a point where I'm observing excesses and imbalances in financial markets,\" Kaplan told the Montgomery Area Chamber of Commerce, pointing to the elevated stock market, credit spreads, and a \"historically\" robust housing market. \"I do think, at the earliest opportunity, I think it would be appropriate for us to start talking about adjusting those purchases,\" referring to the Fed's $120 billion in monthly bond buys known as quantitative easing, or QE.","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108148180,"gmtCreate":1620007174540,"gmtModify":1704337251882,"author":{"id":"3573348577250194","authorId":"3573348577250194","name":"开始动","avatar":"https://static.tigerbbs.com/2a9c7b5059675ea831ba5b42ef1948ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573348577250194","idStr":"3573348577250194"},"themes":[],"htmlText":"Go go","listText":"Go go","text":"Go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/108148180","repostId":"1197575918","repostType":4,"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108141641,"gmtCreate":1620007120783,"gmtModify":1704337250419,"author":{"id":"3573348577250194","authorId":"3573348577250194","name":"开始动","avatar":"https://static.tigerbbs.com/2a9c7b5059675ea831ba5b42ef1948ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573348577250194","idStr":"3573348577250194"},"themes":[],"htmlText":"Slowly&nbsp;","listText":"Slowly&nbsp;","text":"Slowly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/108141641","repostId":"1152056725","repostType":4,"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108149466,"gmtCreate":1620007028155,"gmtModify":1704337248787,"author":{"id":"3573348577250194","authorId":"3573348577250194","name":"开始动","avatar":"https://static.tigerbbs.com/2a9c7b5059675ea831ba5b42ef1948ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573348577250194","idStr":"3573348577250194"},"themes":[],"htmlText":"Oo","listText":"Oo","text":"Oo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/108149466","repostId":"2132438598","repostType":4,"repost":{"id":"2132438598","pubTimestamp":1620006729,"share":"https://ttm.financial/m/news/2132438598?lang=&edition=fundamental","pubTime":"2021-05-03 09:52","market":"us","language":"en","title":"Stock market peak? 'Easy money' has been made but room for more gains, strategists say","url":"https://stock-news.laohu8.com/highlight/detail?id=2132438598","media":"MarketWatch","summary":"Investors need to be more focused on finding companies that can clear a higher bar on earnings: Nuve","content":"<p>Investors need to be more focused on finding companies that can clear a higher bar on earnings: Nuveen’s Malik</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/854503dc809e899a55b7f361e8ef7951\" tg-width=\"1260\" tg-height=\"840\"><span>Room to climb? SEVEN SUMMIT TREKS/AFP VIA GETTY IMAGES</span></p>\n<p>Another week of booming U.S. economic data and strong corporate earnings, including blowouts by some of the world’s largest technology companies, is in the books, yet stocks still managed only a mixed performance, feeding fears that market participants have already priced in a post-pandemic economic boom.</p>\n<p>“The way the markets are behaving has to do with investor concerns over whether the easy money has been made,” Saira Malik, chief investment officer for Nuveen’s $420 billion global equity division, told MarketWatch in an interview.</p>\n<p>Those concerns aren’t necessarily misplaced. “A lot of easy money has been made,” Malik said, but there is still scope for gains. Investors, however, will need to be more selective, focusing on companies and sectors more likely to top rising earnings expectations, she said.</p>\n<p>The past week was hardly a disaster. The S&amp;P 500 index&nbsp;and Nasdaq Composite&nbsp;both traded in record territory, but no breakouts were to be had. The Dow Jones Industrial Average&nbsp;ended the week down 0.5%, while the S&amp;P 500 was virtually flat and the Nasdaq Composite fell 0.4%.</p>\n<p>Monthly performance was nothing to sneeze at, with the S&amp;P 500 rising 5.2% in April for its strongest month since Novembe. The Nasdaq’s 5.4% rise for the month was the strongest since December. The Dow rose 2.7% in April.</p>\n<p>The week ended with data that showed&nbsp;a 21.1% rise in personal income&nbsp;in March, fueled by fiscal stimulus checks, and accompanied by a 4.2% jump in personal spending. It followed an estimate of gross domestic product data that showed the U.S. economy&nbsp;grew at a rapid 6.4% annual pace&nbsp;in the first quarter.</p>\n<p>And the strong economic readings are almost certain to continue in the week ahead, with the Institute for Supply Management set to release its manufacturing index for April on Monday and its April services sector gauge on Wednesday. Friday will bring the May jobs report, with some economists seeing the potential for nonfarm payrolls to rise by more than 1 million.</p>\n<p>Questions about whether this is “as good as it gets” are understandable, given that booming data, particularly for purchasing managers indexes, often herald monetary policy tightening by the Federal Reserve that lead to a slowdown, said Quincy Krosby, chief market strategist at Prudential Financial, which has $1.721 trillion in assets under management.</p>\n<p>But the Fed remains committed to&nbsp;allowing the economy to run hot, she noted.</p>\n<p>Chairman Jerome Powell on Wednesday reiterated that it remains too early to even consider talking about pulling back on the central bank’s extraordinary monetary stimulus measures, arguing that signs of inflationary pressures remain “transitory.” And while some employers are complaining about labor shortages, the jobs market is still far from tight as the economy continues to recover from the pandemic, he said.</p>\n<p>A Fed on hold bodes well for interest rate-sensitive stocks, particularly those tied to the consumer as the economy continues to reopen, Krosby told MarketWatch.</p>\n<p>Travel and leisure stocks and some other consumer-oriented parts of the market “can still do extremely well,” she said. Add in President Joe Biden’s infrastructure spending proposals and there’s room for industrials as well as clean energy names, which have already done well, to benefit, Krosby said.</p>\n<p>Malik is also upbeat on consumer-oriented companies, while industrials are set to benefit from continued economic growth and infrastructure spending. Financial firms should be poised to beat earnings expectations and should benefit from higher interest rates as inflation pressures push yields higher, she said.</p>\n<p>Malik is also bullish on small-cap stocks. While the small-cap Russell 2000&nbsp;has outperformed the large-cap Russell 1000&nbsp;by more than 2 percentage points in the year to date, the small-cap index still looks undervalued, she said.</p>\n<p>The 12-month forward price-to-earnings ratio for the Russell 2000 stood at an 18-year low versus the Russell 1000 at the end of March, Malik noted, and record inflows into equity funds over the past five months have gone almost solely to large-cap stocks while small-caps have seen marginal outflows.</p>\n<p>Over the past month, small-caps have underperformed thanks to the rising number of COVID-19 cases around the globe, especially in Asia, and questions over whether the economic reopening has been priced in, she said. But small-caps should be able to benefit from rising commodity prices and inflation.</p>\n<p>And then there’s politics. Stocks wobbled on April 22 after a news report highlighted Biden’s plan to propose a near-doubling of the capital-gains tax rate on investors making more than $1 million a year to 39.4%. But those losses&nbsp;were soon erased.</p>\n<p>Investors overall seem unfazed by Biden’s call for personal income tax hikes on the wealthy and a rise in the corporate tax rate. Stock market performance over Biden’s first 100 days in office, which ran through Thursday, was among the best of any presidency.</p>\n<p>In part, that’s because market participants expect pushback by some Senate Democrats, where the party has a razor-thin majority, to water down the proposals, analysts said. Also, the economy-boosting spending proposals are also expected to provide a lift to the economy and earnings, particularly for companies that stand to benefit from infrastructure spending and other programs.</p>\n<p>But tax hikes and the prospect of increased regulatory scrutiny will add to a more selective environment more favorable to stock- and sector-picking, analysts said.</p>\n<p>Those factors and the fading of other “systemic tailwinds,” such as falling interest rates will contribute to a transition away from a backdrop that saw “everything being favorable from a Wall Street perspective” to an environment with more differentiation, said Brad McMillan, chief investment officer at Commonwealth Financial Network, in an interview.</p>\n<p>The market, meanwhile, could be due for a pullback, analysts said.</p>\n<p>Given the scope of gains, it wouldn’t be a shock to see investors get spooked by any near-term, negative surprises on the tax front or talk around when the Fed will begin to taper its bond purchases, Krosby said, but added that at this point “all pullbacks are healthy.”</p>","source":"lsy1603348471595","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>Stock market peak? 'Easy money' has been made but room for more gains, strategists say</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\">\nStock market peak? 'Easy money' has been made but room for more gains, strategists say\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 09:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/stock-market-peak-easy-money-has-been-made-but-room-for-more-gains-strategists-say-11619835288?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors need to be more focused on finding companies that can clear a higher bar on earnings: Nuveen’s Malik\nRoom to climb? SEVEN SUMMIT TREKS/AFP VIA GETTY IMAGES\nAnother week of booming U.S. ...</p>\n\n<a href=\"https://www.marketwatch.com/story/stock-market-peak-easy-money-has-been-made-but-room-for-more-gains-strategists-say-11619835288?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/stock-market-peak-easy-money-has-been-made-but-room-for-more-gains-strategists-say-11619835288?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2132438598","content_text":"Investors need to be more focused on finding companies that can clear a higher bar on earnings: Nuveen’s Malik\nRoom to climb? SEVEN SUMMIT TREKS/AFP VIA GETTY IMAGES\nAnother week of booming U.S. economic data and strong corporate earnings, including blowouts by some of the world’s largest technology companies, is in the books, yet stocks still managed only a mixed performance, feeding fears that market participants have already priced in a post-pandemic economic boom.\n“The way the markets are behaving has to do with investor concerns over whether the easy money has been made,” Saira Malik, chief investment officer for Nuveen’s $420 billion global equity division, told MarketWatch in an interview.\nThose concerns aren’t necessarily misplaced. “A lot of easy money has been made,” Malik said, but there is still scope for gains. Investors, however, will need to be more selective, focusing on companies and sectors more likely to top rising earnings expectations, she said.\nThe past week was hardly a disaster. The S&P 500 index and Nasdaq Composite both traded in record territory, but no breakouts were to be had. The Dow Jones Industrial Average ended the week down 0.5%, while the S&P 500 was virtually flat and the Nasdaq Composite fell 0.4%.\nMonthly performance was nothing to sneeze at, with the S&P 500 rising 5.2% in April for its strongest month since Novembe. The Nasdaq’s 5.4% rise for the month was the strongest since December. The Dow rose 2.7% in April.\nThe week ended with data that showed a 21.1% rise in personal income in March, fueled by fiscal stimulus checks, and accompanied by a 4.2% jump in personal spending. It followed an estimate of gross domestic product data that showed the U.S. economy grew at a rapid 6.4% annual pace in the first quarter.\nAnd the strong economic readings are almost certain to continue in the week ahead, with the Institute for Supply Management set to release its manufacturing index for April on Monday and its April services sector gauge on Wednesday. Friday will bring the May jobs report, with some economists seeing the potential for nonfarm payrolls to rise by more than 1 million.\nQuestions about whether this is “as good as it gets” are understandable, given that booming data, particularly for purchasing managers indexes, often herald monetary policy tightening by the Federal Reserve that lead to a slowdown, said Quincy Krosby, chief market strategist at Prudential Financial, which has $1.721 trillion in assets under management.\nBut the Fed remains committed to allowing the economy to run hot, she noted.\nChairman Jerome Powell on Wednesday reiterated that it remains too early to even consider talking about pulling back on the central bank’s extraordinary monetary stimulus measures, arguing that signs of inflationary pressures remain “transitory.” And while some employers are complaining about labor shortages, the jobs market is still far from tight as the economy continues to recover from the pandemic, he said.\nA Fed on hold bodes well for interest rate-sensitive stocks, particularly those tied to the consumer as the economy continues to reopen, Krosby told MarketWatch.\nTravel and leisure stocks and some other consumer-oriented parts of the market “can still do extremely well,” she said. Add in President Joe Biden’s infrastructure spending proposals and there’s room for industrials as well as clean energy names, which have already done well, to benefit, Krosby said.\nMalik is also upbeat on consumer-oriented companies, while industrials are set to benefit from continued economic growth and infrastructure spending. Financial firms should be poised to beat earnings expectations and should benefit from higher interest rates as inflation pressures push yields higher, she said.\nMalik is also bullish on small-cap stocks. While the small-cap Russell 2000 has outperformed the large-cap Russell 1000 by more than 2 percentage points in the year to date, the small-cap index still looks undervalued, she said.\nThe 12-month forward price-to-earnings ratio for the Russell 2000 stood at an 18-year low versus the Russell 1000 at the end of March, Malik noted, and record inflows into equity funds over the past five months have gone almost solely to large-cap stocks while small-caps have seen marginal outflows.\nOver the past month, small-caps have underperformed thanks to the rising number of COVID-19 cases around the globe, especially in Asia, and questions over whether the economic reopening has been priced in, she said. But small-caps should be able to benefit from rising commodity prices and inflation.\nAnd then there’s politics. Stocks wobbled on April 22 after a news report highlighted Biden’s plan to propose a near-doubling of the capital-gains tax rate on investors making more than $1 million a year to 39.4%. But those losses were soon erased.\nInvestors overall seem unfazed by Biden’s call for personal income tax hikes on the wealthy and a rise in the corporate tax rate. Stock market performance over Biden’s first 100 days in office, which ran through Thursday, was among the best of any presidency.\nIn part, that’s because market participants expect pushback by some Senate Democrats, where the party has a razor-thin majority, to water down the proposals, analysts said. Also, the economy-boosting spending proposals are also expected to provide a lift to the economy and earnings, particularly for companies that stand to benefit from infrastructure spending and other programs.\nBut tax hikes and the prospect of increased regulatory scrutiny will add to a more selective environment more favorable to stock- and sector-picking, analysts said.\nThose factors and the fading of other “systemic tailwinds,” such as falling interest rates will contribute to a transition away from a backdrop that saw “everything being favorable from a Wall Street perspective” to an environment with more differentiation, said Brad McMillan, chief investment officer at Commonwealth Financial Network, in an interview.\nThe market, meanwhile, could be due for a pullback, analysts said.\nGiven the scope of gains, it wouldn’t be a shock to see investors get spooked by any near-term, negative surprises on the tax front or talk around when the Fed will begin to taper its bond purchases, Krosby said, but added that at this point “all pullbacks are healthy.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101820178,"gmtCreate":1619879057494,"gmtModify":1704336005151,"author":{"id":"3573348577250194","authorId":"3573348577250194","name":"开始动","avatar":"https://static.tigerbbs.com/2a9c7b5059675ea831ba5b42ef1948ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573348577250194","idStr":"3573348577250194"},"themes":[],"htmlText":"kkkk//<a href=\"https://laohu8.com/U/3571392409099070\">@ConnieCD</a>:Wow ?&nbsp;","listText":"kkkk//<a href=\"https://laohu8.com/U/3571392409099070\">@ConnieCD</a>:Wow ?&nbsp;","text":"kkkk//@ConnieCD:Wow ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/101820178","repostId":"1152594140","repostType":4,"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101863648,"gmtCreate":1619877767784,"gmtModify":1704335995577,"author":{"id":"3573348577250194","authorId":"3573348577250194","name":"开始动","avatar":"https://static.tigerbbs.com/2a9c7b5059675ea831ba5b42ef1948ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573348577250194","idStr":"3573348577250194"},"themes":[],"htmlText":"Wow&nbsp;","listText":"Wow&nbsp;","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/101863648","repostId":"1178555518","repostType":2,"repost":{"id":"1178555518","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619784516,"share":"https://ttm.financial/m/news/1178555518?lang=&edition=fundamental","pubTime":"2021-04-30 20:08","market":"us","language":"en","title":"Toplines Before US Market Open on Friday","url":"https://stock-news.laohu8.com/highlight/detail?id=1178555518","media":"Tiger Newspress","summary":"U.S. stock futures continue to fall,Dow Futures contract was down 148 points, or 0.44%,S&P 500 Futur","content":"<p>U.S. stock futures continue to fall,Dow Futures&nbsp;contract was down 148 points, or 0.44%,S&amp;P 500 Futures&nbsp;traded 21.25 points, or 0.51%, lower, andNasdaq 100 Futures&nbsp;dropped 86.25 points, or 0.62%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d131c142fbae1f496dfcc2b367d20502\" tg-width=\"1242\" tg-height=\"385\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 08:05</span></p><p>The main indices closed higher Thursday, with theDow Jones Industrial Averageending up 0.7%, theS&amp;P 500gaining just under 0.7% to finish at a new closing high, and the tech-heavyNasdaq Compositeup just over 0.2%.</p><p><b><i>Take a look at some of the biggest movers in the premarket:</i></b></p><p>Twitter(TWTR) – Twitter shares plunged 12.4% in premarket trading after it warned of rising expenses and a possible slowdown in user growth. Twitter beat estimates for its latest quarter by 2 cents a share, with earnings of 16 cents per share. Revenue was also slightly above estimates.</p><p>Skyworks Solutions(SWKS) – Skyworks beat estimates by 2 cents a share, with quarterly earnings of $2.37 per share. The maker of semiconductor components also saw its revenue beat forecasts. The company’s shares tumbled 7.9% in premarket trading, however, after it gave an outlook that disappointed some investors.</p><p>Western Digital(WDC) – Western Digital reported quarterly profit of $1.02 per share, compared to a consensus estimate of 68 cents a share. The disk drive and flash memory company's revenue also exceeded Street forecasts, with stronger memory chip prices among the positive factors for the quarter. Shares jumped 4.7% in premarket action.</p><p>Chevron(CVX) – Chevron matched forecasts with quarterly profit of 90 cents per share, with revenue above Street forecasts. Chevron's profit fell 29% from a year ago, with weaker refining margins among the factors offsetting higher oil and gas prices. Its shares lost 2.2% in premarket trading.</p><p>Exxon Mobil(XOM) – Exxon reported quarterly earnings of 65 cents per share, 6 cents a share above estimates. Revenue came in above forecasts as well. Exxon said it lowered cash operating expenses compared to a year ago and expects to deliver additional cost savings.</p><p>Clorox(CLX) – The cleaning products maker’s shares skidded 4.1% in premarket trading after the company cut its full-year forecast due to higher commodity and freight costs. Clorox beat estimates for its latest quarter by 14 cents a share, with profit of $1.62 per share. Revenue was below analysts’ forecasts.</p><p>Newell Brands(NWL) – Newell shares rose 2.9% in the premarket after beating estimates on both the top and bottom lines for its latest quarter and raising its full-year forecast. The company behind consumer product brands like Sunbeam, Rubbermaid and Sharpie said it saw strong sales growth across all its business units.</p><p>Restaurant Brands(QSR) – The restaurant operator beat estimates by 5 cents a share, with quarterly earnings of 55 cents per share. Revenue came in slightly above estimates. Comparable sales were better than expected at Tim Hortons and Popeyes, and matched forecasts at Burger King. Shares added 1.1% in premarket action.</p><p>Colgate-Palmolive(CL) – Shares of the household products maker gained 1.5% in the premarket as its top and bottom lines came in slightly above Street forecasts for its most recent quarter. The company registered 6% sales growth despite difficult comparisons to a year ago, when consumers were stocking up as the pandemic took hold.</p><p>Amazon.com(AMZN) – Amazon reported record profit for the fourth straight quarter, with earnings of $15.79 per share swamping the consensus estimate of $9.54 a share. Revenue also exceeded forecasts, with Amazon showing strength in all its business lines. It also said it does not expect the pandemic-induced boom in online shopping to fade once the crisis recedes. Amazon gained 2.4% in the premarket.</p><p>Gilead Sciences(GILD) – Gilead fell a penny a share short of analyst forecasts, with quarterly earnings of $2.08 per share. The drugmaker’s revenue missed estimates as well. Gilead was impacted by weaker sales for its HIV and hepatitis C drugs, although it did benefit from sales of its remdesivir Covid-19 treatment. The stock fell 2.7% in premarket trading.</p><p>Texas Roadhouse(TXRH) – Texas Roadhouse gained 3% in the premarket after the restaurant chain beat estimates on the top and bottom lines for its latest quarter. The company also announced it would resume paying a dividend in June.</p>","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>Toplines Before US Market Open on Friday  </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\">\nToplines Before US Market Open on Friday  \n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-04-30 20:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>U.S. stock futures continue to fall,Dow Futures&nbsp;contract was down 148 points, or 0.44%,S&amp;P 500 Futures&nbsp;traded 21.25 points, or 0.51%, lower, andNasdaq 100 Futures&nbsp;dropped 86.25 points, or 0.62%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d131c142fbae1f496dfcc2b367d20502\" tg-width=\"1242\" tg-height=\"385\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 08:05</span></p><p>The main indices closed higher Thursday, with theDow Jones Industrial Averageending up 0.7%, theS&amp;P 500gaining just under 0.7% to finish at a new closing high, and the tech-heavyNasdaq Compositeup just over 0.2%.</p><p><b><i>Take a look at some of the biggest movers in the premarket:</i></b></p><p>Twitter(TWTR) – Twitter shares plunged 12.4% in premarket trading after it warned of rising expenses and a possible slowdown in user growth. Twitter beat estimates for its latest quarter by 2 cents a share, with earnings of 16 cents per share. Revenue was also slightly above estimates.</p><p>Skyworks Solutions(SWKS) – Skyworks beat estimates by 2 cents a share, with quarterly earnings of $2.37 per share. The maker of semiconductor components also saw its revenue beat forecasts. The company’s shares tumbled 7.9% in premarket trading, however, after it gave an outlook that disappointed some investors.</p><p>Western Digital(WDC) – Western Digital reported quarterly profit of $1.02 per share, compared to a consensus estimate of 68 cents a share. The disk drive and flash memory company's revenue also exceeded Street forecasts, with stronger memory chip prices among the positive factors for the quarter. Shares jumped 4.7% in premarket action.</p><p>Chevron(CVX) – Chevron matched forecasts with quarterly profit of 90 cents per share, with revenue above Street forecasts. Chevron's profit fell 29% from a year ago, with weaker refining margins among the factors offsetting higher oil and gas prices. Its shares lost 2.2% in premarket trading.</p><p>Exxon Mobil(XOM) – Exxon reported quarterly earnings of 65 cents per share, 6 cents a share above estimates. Revenue came in above forecasts as well. Exxon said it lowered cash operating expenses compared to a year ago and expects to deliver additional cost savings.</p><p>Clorox(CLX) – The cleaning products maker’s shares skidded 4.1% in premarket trading after the company cut its full-year forecast due to higher commodity and freight costs. Clorox beat estimates for its latest quarter by 14 cents a share, with profit of $1.62 per share. Revenue was below analysts’ forecasts.</p><p>Newell Brands(NWL) – Newell shares rose 2.9% in the premarket after beating estimates on both the top and bottom lines for its latest quarter and raising its full-year forecast. The company behind consumer product brands like Sunbeam, Rubbermaid and Sharpie said it saw strong sales growth across all its business units.</p><p>Restaurant Brands(QSR) – The restaurant operator beat estimates by 5 cents a share, with quarterly earnings of 55 cents per share. Revenue came in slightly above estimates. Comparable sales were better than expected at Tim Hortons and Popeyes, and matched forecasts at Burger King. Shares added 1.1% in premarket action.</p><p>Colgate-Palmolive(CL) – Shares of the household products maker gained 1.5% in the premarket as its top and bottom lines came in slightly above Street forecasts for its most recent quarter. The company registered 6% sales growth despite difficult comparisons to a year ago, when consumers were stocking up as the pandemic took hold.</p><p>Amazon.com(AMZN) – Amazon reported record profit for the fourth straight quarter, with earnings of $15.79 per share swamping the consensus estimate of $9.54 a share. Revenue also exceeded forecasts, with Amazon showing strength in all its business lines. It also said it does not expect the pandemic-induced boom in online shopping to fade once the crisis recedes. Amazon gained 2.4% in the premarket.</p><p>Gilead Sciences(GILD) – Gilead fell a penny a share short of analyst forecasts, with quarterly earnings of $2.08 per share. The drugmaker’s revenue missed estimates as well. Gilead was impacted by weaker sales for its HIV and hepatitis C drugs, although it did benefit from sales of its remdesivir Covid-19 treatment. The stock fell 2.7% in premarket trading.</p><p>Texas Roadhouse(TXRH) – Texas Roadhouse gained 3% in the premarket after the restaurant chain beat estimates on the top and bottom lines for its latest quarter. The company also announced it would resume paying a dividend in June.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178555518","content_text":"U.S. stock futures continue to fall,Dow Futures contract was down 148 points, or 0.44%,S&P 500 Futures traded 21.25 points, or 0.51%, lower, andNasdaq 100 Futures dropped 86.25 points, or 0.62%.*Source From Tiger Trade, EST 08:05The main indices closed higher Thursday, with theDow Jones Industrial Averageending up 0.7%, theS&P 500gaining just under 0.7% to finish at a new closing high, and the tech-heavyNasdaq Compositeup just over 0.2%.Take a look at some of the biggest movers in the premarket:Twitter(TWTR) – Twitter shares plunged 12.4% in premarket trading after it warned of rising expenses and a possible slowdown in user growth. Twitter beat estimates for its latest quarter by 2 cents a share, with earnings of 16 cents per share. Revenue was also slightly above estimates.Skyworks Solutions(SWKS) – Skyworks beat estimates by 2 cents a share, with quarterly earnings of $2.37 per share. The maker of semiconductor components also saw its revenue beat forecasts. The company’s shares tumbled 7.9% in premarket trading, however, after it gave an outlook that disappointed some investors.Western Digital(WDC) – Western Digital reported quarterly profit of $1.02 per share, compared to a consensus estimate of 68 cents a share. The disk drive and flash memory company's revenue also exceeded Street forecasts, with stronger memory chip prices among the positive factors for the quarter. Shares jumped 4.7% in premarket action.Chevron(CVX) – Chevron matched forecasts with quarterly profit of 90 cents per share, with revenue above Street forecasts. Chevron's profit fell 29% from a year ago, with weaker refining margins among the factors offsetting higher oil and gas prices. Its shares lost 2.2% in premarket trading.Exxon Mobil(XOM) – Exxon reported quarterly earnings of 65 cents per share, 6 cents a share above estimates. Revenue came in above forecasts as well. Exxon said it lowered cash operating expenses compared to a year ago and expects to deliver additional cost savings.Clorox(CLX) – The cleaning products maker’s shares skidded 4.1% in premarket trading after the company cut its full-year forecast due to higher commodity and freight costs. Clorox beat estimates for its latest quarter by 14 cents a share, with profit of $1.62 per share. Revenue was below analysts’ forecasts.Newell Brands(NWL) – Newell shares rose 2.9% in the premarket after beating estimates on both the top and bottom lines for its latest quarter and raising its full-year forecast. The company behind consumer product brands like Sunbeam, Rubbermaid and Sharpie said it saw strong sales growth across all its business units.Restaurant Brands(QSR) – The restaurant operator beat estimates by 5 cents a share, with quarterly earnings of 55 cents per share. Revenue came in slightly above estimates. Comparable sales were better than expected at Tim Hortons and Popeyes, and matched forecasts at Burger King. Shares added 1.1% in premarket action.Colgate-Palmolive(CL) – Shares of the household products maker gained 1.5% in the premarket as its top and bottom lines came in slightly above Street forecasts for its most recent quarter. The company registered 6% sales growth despite difficult comparisons to a year ago, when consumers were stocking up as the pandemic took hold.Amazon.com(AMZN) – Amazon reported record profit for the fourth straight quarter, with earnings of $15.79 per share swamping the consensus estimate of $9.54 a share. Revenue also exceeded forecasts, with Amazon showing strength in all its business lines. It also said it does not expect the pandemic-induced boom in online shopping to fade once the crisis recedes. Amazon gained 2.4% in the premarket.Gilead Sciences(GILD) – Gilead fell a penny a share short of analyst forecasts, with quarterly earnings of $2.08 per share. The drugmaker’s revenue missed estimates as well. Gilead was impacted by weaker sales for its HIV and hepatitis C drugs, although it did benefit from sales of its remdesivir Covid-19 treatment. The stock fell 2.7% in premarket trading.Texas Roadhouse(TXRH) – Texas Roadhouse gained 3% in the premarket after the restaurant chain beat estimates on the top and bottom lines for its latest quarter. The company also announced it would resume paying a dividend in June.","news_type":1},"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377426916,"gmtCreate":1619560298435,"gmtModify":1704725786095,"author":{"id":"3573348577250194","authorId":"3573348577250194","name":"开始动","avatar":"https://static.tigerbbs.com/2a9c7b5059675ea831ba5b42ef1948ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573348577250194","idStr":"3573348577250194"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377426916","repostId":"1155157199","repostType":4,"repost":{"id":"1155157199","pubTimestamp":1619494851,"share":"https://ttm.financial/m/news/1155157199?lang=&edition=fundamental","pubTime":"2021-04-27 11:40","market":"us","language":"en","title":"Microsoft Nears $2 Trillion Market Cap. Earnings Are Tuesday.","url":"https://stock-news.laohu8.com/highlight/detail?id=1155157199","media":"Barrons","summary":"Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.The consensus forecast among analysts is for revenue of $41 billion, up 17% from a year ago, with profits of $1.78 a share.  On Monday, Microsoft stock set an intraday record of $262.44, leaving the stock just a modest rally away from hitting a $2 trillion valuation for the first time. To get there, the stock needs to rise to $264.55.J.P. Mo","content":"<p>Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.</p><p>The consensus forecast among analysts is for revenue of $41 billion, up 17% from a year ago, with profits of $1.78 a share.&nbsp; On Monday, Microsoft stock set an intraday record of $262.44, leaving the stock just a modest rally away from hitting a $2 trillion valuation for the first time. To get there, the stock needs to rise to $264.55.</p><p>The shares have gained 18% year to date.</p><p>Analysts expect another strong quarter from the company’s Azure and Office 365 cloud businesses, and will be looking for signs of accelerating growth in its enterprise operation. Sales of Surface hardware—laptops and whiteboards—were likely strong in the quarter, given the huge recent growth in PC purchases, although there is some potential that shortages of components resulted in unfilled demand. Strength in the PC market also bodes well for sales of the Windows operating system.&nbsp;</p><p>Microsoft breaks down its results into&nbsp;three segments: Productivity and Business Processes, which includes Office 365, Dynamics, and LinkedIn; Intelligence Cloud, which includes Azure and enterprise server software; and More Personal Computing, which includes Windows, Xbox, Surface hardware, and Bing.</p><p>When Microsoft reported its results for its fiscal second quarter in late January,CFO Amy Hood provided revenue guidance for each segment. For Productivity and Business Processes, she projected revenue of $13.35 billion to $13.6 billion. The call for Intelligent Cloud was for revenue of $14.7 billion to $14.95 billion, while she predicted $12.3 billion to $12.7 billion for More Personal Computing. If revenue for each segment came in at the top of its forecast range, the total would be $41.25 billion.</p><p>In research notes, several analysts cited positive comments from customers and resellers in projecting strong results.</p><p>Last week, KeyBanc Capital’s Michael Turits repeated his Overweight rating on the stock while lifting his target for the price to $295, from $280. He says the company is likely benefiting from a combination of strong IT demand and continuing strength in PC shipments.</p><p>“We continue to see Microsoft’s combination of expanding Azure scope, broad enterprise application innovation, and aggressive bundling seeing success in the market,” he wrote. “Nearly all North American Microsoft distributors/resellers we spoke with reported Microsoft channel revenue on or above plan.”</p><p>J.P. Morgan analyst Mark Murphy came away from his own new survey of resellers of Microsoft products encouraged about the outlook. He says those companies’ quarterly sales of Microsoft goods came in an average of 3.3% above their expectations, driven by improving enterprise demand. He reported strength across the company’s enterprise product lines, with growth in Azure, Teams, Office 365, and security products, among other places. Murphy rates Microsoft at Overweight and has a target of $245 for the stock price.</p><p>Wedbush analyst Dan Ives&nbsp;forecast “another masterpiece quarter,” driven by growth of at least 45% from Azure, which he thinks is taking market share from Amazon Web Services. He said the current work-from-home environment is encouraging more businesses to make strategic moves toward cloud-based operations “with Microsoft across the board with Azure growth remaining brisk.” He maintained an Outperform rating, with a target of $300 for the share price.</p><p>Citi analyst Tyler Radke&nbsp;last week reiterated a Buy rating on Microsoft shares, lifting his price target to $302, from $292, and setting a “positive catalyst watch” on the stock ahead of the results. He wrote that a combination of a survey of resellers and channel checks made him more confident that Microsoft can propel revenue across all three primary business segments, with strength in personal computer demand from both consumers and businesses, robust upgrade activity on server software, and continued strength in Azure as a result of “continued strong enterprise consumption growth.”&nbsp;</p>","source":"lsy1601382232898","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>Microsoft Nears $2 Trillion Market Cap. Earnings Are Tuesday.</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\">\nMicrosoft Nears $2 Trillion Market Cap. Earnings Are Tuesday.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 11:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/microsoft-nears-2-trillion-market-cap-earnings-are-tuesday-51619457928?mod=hp_DAY_Theme_2_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.The consensus forecast among analysts is ...</p>\n\n<a href=\"https://www.barrons.com/articles/microsoft-nears-2-trillion-market-cap-earnings-are-tuesday-51619457928?mod=hp_DAY_Theme_2_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.barrons.com/articles/microsoft-nears-2-trillion-market-cap-earnings-are-tuesday-51619457928?mod=hp_DAY_Theme_2_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155157199","content_text":"Wall Street is expecting Microsoft to report strong financial results when the company posts its March quarter numbers after the close of trading on Tuesday.The consensus forecast among analysts is for revenue of $41 billion, up 17% from a year ago, with profits of $1.78 a share.  On Monday, Microsoft stock set an intraday record of $262.44, leaving the stock just a modest rally away from hitting a $2 trillion valuation for the first time. To get there, the stock needs to rise to $264.55.The shares have gained 18% year to date.Analysts expect another strong quarter from the company’s Azure and Office 365 cloud businesses, and will be looking for signs of accelerating growth in its enterprise operation. Sales of Surface hardware—laptops and whiteboards—were likely strong in the quarter, given the huge recent growth in PC purchases, although there is some potential that shortages of components resulted in unfilled demand. Strength in the PC market also bodes well for sales of the Windows operating system. Microsoft breaks down its results into three segments: Productivity and Business Processes, which includes Office 365, Dynamics, and LinkedIn; Intelligence Cloud, which includes Azure and enterprise server software; and More Personal Computing, which includes Windows, Xbox, Surface hardware, and Bing.When Microsoft reported its results for its fiscal second quarter in late January,CFO Amy Hood provided revenue guidance for each segment. For Productivity and Business Processes, she projected revenue of $13.35 billion to $13.6 billion. The call for Intelligent Cloud was for revenue of $14.7 billion to $14.95 billion, while she predicted $12.3 billion to $12.7 billion for More Personal Computing. If revenue for each segment came in at the top of its forecast range, the total would be $41.25 billion.In research notes, several analysts cited positive comments from customers and resellers in projecting strong results.Last week, KeyBanc Capital’s Michael Turits repeated his Overweight rating on the stock while lifting his target for the price to $295, from $280. He says the company is likely benefiting from a combination of strong IT demand and continuing strength in PC shipments.“We continue to see Microsoft’s combination of expanding Azure scope, broad enterprise application innovation, and aggressive bundling seeing success in the market,” he wrote. “Nearly all North American Microsoft distributors/resellers we spoke with reported Microsoft channel revenue on or above plan.”J.P. Morgan analyst Mark Murphy came away from his own new survey of resellers of Microsoft products encouraged about the outlook. He says those companies’ quarterly sales of Microsoft goods came in an average of 3.3% above their expectations, driven by improving enterprise demand. He reported strength across the company’s enterprise product lines, with growth in Azure, Teams, Office 365, and security products, among other places. Murphy rates Microsoft at Overweight and has a target of $245 for the stock price.Wedbush analyst Dan Ives forecast “another masterpiece quarter,” driven by growth of at least 45% from Azure, which he thinks is taking market share from Amazon Web Services. He said the current work-from-home environment is encouraging more businesses to make strategic moves toward cloud-based operations “with Microsoft across the board with Azure growth remaining brisk.” He maintained an Outperform rating, with a target of $300 for the share price.Citi analyst Tyler Radke last week reiterated a Buy rating on Microsoft shares, lifting his price target to $302, from $292, and setting a “positive catalyst watch” on the stock ahead of the results. He wrote that a combination of a survey of resellers and channel checks made him more confident that Microsoft can propel revenue across all three primary business segments, with strength in personal computer demand from both consumers and businesses, robust upgrade activity on server software, and continued strength in Azure as a result of “continued strong enterprise consumption growth.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377142432,"gmtCreate":1619510058926,"gmtModify":1704725133742,"author":{"id":"3573348577250194","authorId":"3573348577250194","name":"开始动","avatar":"https://static.tigerbbs.com/2a9c7b5059675ea831ba5b42ef1948ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573348577250194","idStr":"3573348577250194"},"themes":[],"htmlText":"Wow&nbsp;","listText":"Wow&nbsp;","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/377142432","repostId":"1190086074","repostType":4,"repost":{"id":"1190086074","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619480390,"share":"https://ttm.financial/m/news/1190086074?lang=&edition=fundamental","pubTime":"2021-04-27 07:39","market":"us","language":"en","title":"Tesla posts record net income of $438 million, revenue surges by 74%","url":"https://stock-news.laohu8.com/highlight/detail?id=1190086074","media":"Tiger Newspress","summary":"Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be deliv","content":"<p><b>KEY POINTS</b></p><ul><li>Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.</li><li>In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”</li><li>On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.</li></ul><p>Tesla&nbsp;reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.</p><p><img src=\"https://static.tigerbbs.com/fec5c52f391c1077b749edc13b7b3417\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p>Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:</p><ul><li><b>Earnings:</b>93 cents per share vs. 79 cents per share expected</li><li><b>Revenue:</b>$10.39 billion vs. $10.29 billion expected, up 74% from a year ago</li></ul><p>Net profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from&nbsp;sales of bitcoin&nbsp;during the quarter.</p><p><img src=\"https://static.tigerbbs.com/107ab1e725bed375ea106bdf3024ec6a\" tg-width=\"1910\" tg-height=\"1097\" referrerpolicy=\"no-referrer\"></p><p>CEO Elon Musk’s electric vehicle business reported in the first quarter&nbsp;vehicle deliveries of 184,800&nbsp;Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.</p><p>On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.</p><p>In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.</p><p>Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.</p><p>The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.</p><p>The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.</p><p>Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.</p><p>It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.</p><p>Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.</p><p>Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some&nbsp;vexed customers.</p><p>Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.</p><p>Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.</p><p>Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.</p><p>The company revealed in February it purchased&nbsp;$1.5 billion in bitcoin&nbsp;and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.</p>","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>Tesla posts record net income of $438 million, revenue surges by 74%</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\">\nTesla posts record net income of $438 million, revenue surges by 74%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-04-27 07:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>KEY POINTS</b></p><ul><li>Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.</li><li>In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”</li><li>On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.</li></ul><p>Tesla&nbsp;reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.</p><p><img src=\"https://static.tigerbbs.com/fec5c52f391c1077b749edc13b7b3417\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p>Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:</p><ul><li><b>Earnings:</b>93 cents per share vs. 79 cents per share expected</li><li><b>Revenue:</b>$10.39 billion vs. $10.29 billion expected, up 74% from a year ago</li></ul><p>Net profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from&nbsp;sales of bitcoin&nbsp;during the quarter.</p><p><img src=\"https://static.tigerbbs.com/107ab1e725bed375ea106bdf3024ec6a\" tg-width=\"1910\" tg-height=\"1097\" referrerpolicy=\"no-referrer\"></p><p>CEO Elon Musk’s electric vehicle business reported in the first quarter&nbsp;vehicle deliveries of 184,800&nbsp;Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.</p><p>On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.</p><p>In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.</p><p>Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.</p><p>The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.</p><p>The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.</p><p>Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.</p><p>It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.</p><p>Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.</p><p>Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some&nbsp;vexed customers.</p><p>Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.</p><p>Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.</p><p>Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.</p><p>The company revealed in February it purchased&nbsp;$1.5 billion in bitcoin&nbsp;and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190086074","content_text":"KEY POINTSTesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.Tesla reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:Earnings:93 cents per share vs. 79 cents per share expectedRevenue:$10.39 billion vs. $10.29 billion expected, up 74% from a year agoNet profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from sales of bitcoin during the quarter.CEO Elon Musk’s electric vehicle business reported in the first quarter vehicle deliveries of 184,800 Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some vexed customers.Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.The company revealed in February it purchased $1.5 billion in bitcoin and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373704172,"gmtCreate":1618881685396,"gmtModify":1704716272162,"author":{"id":"3573348577250194","authorId":"3573348577250194","name":"开始动","avatar":"https://static.tigerbbs.com/2a9c7b5059675ea831ba5b42ef1948ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573348577250194","idStr":"3573348577250194"},"themes":[],"htmlText":"Good job&nbsp;","listText":"Good job&nbsp;","text":"Good job","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/373704172","repostId":"2128290818","repostType":4,"repost":{"id":"2128290818","pubTimestamp":1618872563,"share":"https://ttm.financial/m/news/2128290818?lang=&edition=fundamental","pubTime":"2021-04-20 06:49","market":"us","language":"zh","title":"马斯克：得州事故涉事Model S并未启用自动驾驶功能","url":"https://stock-news.laohu8.com/highlight/detail?id=2128290818","media":"腾讯美股","summary":"当地警方在多次媒体采访中表示，根据初步调查，当涉事的一辆2019年款特斯拉Model S偏离道路、撞上一棵树并起火燃烧时，车内显然无人驾驶。特斯拉以Autopilot和Full Self-Driving品牌销售其自动驾驶系统，还向部分客户发布了FSD软件的一个“测试版”，目前售价为1万美元。特斯拉Autopilot和FSD并不能在所有正常的驾驶情况下控制电动汽车，而该公司也在其车主手册中警告称，司机只有在“积极监督”的情况下才能使用这些功能。","content":"<p><a href=\"https://laohu8.com/S/00700\">腾讯</a>证券4月20日讯，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>（NASDAQ:TSLA）首席执行官埃隆·马斯克（Elon Musk）周一发布推文，否认该公司的自动驾驶系统与得克萨斯州斯普林市（Spring）的一起致命车祸有关。<img src=\"https://static.tigerbbs.com/484aba926591d6f061ee29560559dfe8\" tg-width=\"740\" tg-height=\"416\" referrerpolicy=\"no-referrer\"></p>\n<p>受此事故影响，特斯拉股价周一收盘下跌3.4%，报714.63美元，盘中一度跌穿700美元，触及691.80美元的低点，但随后有所回升。</p>\n<p>目前，美国国家公路交通安全局（NHTSA）和美国国家运输安全委员会（NTSB）两家联邦机构已对这起事故发起调查。当地警方在多次媒体采访中表示，根据初步调查，当涉事的一辆2019年款特斯拉Model S偏离道路、撞上一棵树并起火燃烧时，车内显然无人驾驶。</p>\n<p>特斯拉以Autopilot和Full Self-Driving（简称为“FSD”）品牌销售其自动驾驶系统，还向部分客户发布了FSD软件的一个“测试版”，目前售价为1万美元。</p>\n<p>马斯克则在推文中写道：“到目前为止收集到的数据记录显示，（事故发生时）Autopilot功能没有启用，而且这辆车也没有购买FSD。此外，标准的Autopilot需要（相应的）车道线才能开启，而这条街并没有。”</p>\n<p>特斯拉Autopilot和FSD并不能在所有正常的驾驶情况下控制电动汽车，而该公司也在其车主手册中警告称，司机只有在“积极监督”的情况下才能使用这些功能。</p>\n<p>Autopilot现在是特斯拉汽车的标配，但这个系统并不总是可以完美地识别车道标志——举例来说，它可能会将道路或自行车道上的密封裂缝与其他车道标志混淆。另外，这个系统也可能会被司机误用或滥用。最近，一名青少年司机在社交媒体上分享了一段特技视频，展示了他可以在特斯拉Autopilot系统仍在使用的情况下离开司机座位。（星云）</p>","source":"tencent","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>马斯克：得州事故涉事Model S并未启用自动驾驶功能</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马斯克：得州事故涉事Model S并未启用自动驾驶功能\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-20 06:49 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104200650147992c25a&s=b><strong>腾讯美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>腾讯证券4月20日讯，特斯拉（NASDAQ:TSLA）首席执行官埃隆·马斯克（Elon Musk）周一发布推文，否认该公司的自动驾驶系统与得克萨斯州斯普林市（Spring）的一起致命车祸有关。\n受此事故影响，特斯拉股价周一收盘下跌3.4%，报714.63美元，盘中一度跌穿700美元，触及691.80美元的低点，但随后有所回升。\n目前，美国国家公路交通安全局（NHTSA）和美国国家运输安全委员会（...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104200650147992c25a&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/484aba926591d6f061ee29560559dfe8","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104200650147992c25a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2128290818","content_text":"腾讯证券4月20日讯，特斯拉（NASDAQ:TSLA）首席执行官埃隆·马斯克（Elon Musk）周一发布推文，否认该公司的自动驾驶系统与得克萨斯州斯普林市（Spring）的一起致命车祸有关。\n受此事故影响，特斯拉股价周一收盘下跌3.4%，报714.63美元，盘中一度跌穿700美元，触及691.80美元的低点，但随后有所回升。\n目前，美国国家公路交通安全局（NHTSA）和美国国家运输安全委员会（NTSB）两家联邦机构已对这起事故发起调查。当地警方在多次媒体采访中表示，根据初步调查，当涉事的一辆2019年款特斯拉Model S偏离道路、撞上一棵树并起火燃烧时，车内显然无人驾驶。\n特斯拉以Autopilot和Full Self-Driving（简称为“FSD”）品牌销售其自动驾驶系统，还向部分客户发布了FSD软件的一个“测试版”，目前售价为1万美元。\n马斯克则在推文中写道：“到目前为止收集到的数据记录显示，（事故发生时）Autopilot功能没有启用，而且这辆车也没有购买FSD。此外，标准的Autopilot需要（相应的）车道线才能开启，而这条街并没有。”\n特斯拉Autopilot和FSD并不能在所有正常的驾驶情况下控制电动汽车，而该公司也在其车主手册中警告称，司机只有在“积极监督”的情况下才能使用这些功能。\nAutopilot现在是特斯拉汽车的标配，但这个系统并不总是可以完美地识别车道标志——举例来说，它可能会将道路或自行车道上的密封裂缝与其他车道标志混淆。另外，这个系统也可能会被司机误用或滥用。最近，一名青少年司机在社交媒体上分享了一段特技视频，展示了他可以在特斯拉Autopilot系统仍在使用的情况下离开司机座位。（星云）","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347426120,"gmtCreate":1618525792960,"gmtModify":1704712114504,"author":{"id":"3573348577250194","authorId":"3573348577250194","name":"开始动","avatar":"https://static.tigerbbs.com/2a9c7b5059675ea831ba5b42ef1948ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573348577250194","idStr":"3573348577250194"},"themes":[],"htmlText":"Good job&nbsp;","listText":"Good job&nbsp;","text":"Good job","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347426120","repostId":"1104398681","repostType":4,"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343034286,"gmtCreate":1617661603245,"gmtModify":1704701391980,"author":{"id":"3573348577250194","authorId":"3573348577250194","name":"开始动","avatar":"https://static.tigerbbs.com/2a9c7b5059675ea831ba5b42ef1948ec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573348577250194","idStr":"3573348577250194"},"themes":[],"htmlText":"888","listText":"888","text":"888","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/343034286","repostId":"1137531498","repostType":4,"repost":{"id":"1137531498","pubTimestamp":1617636180,"share":"https://ttm.financial/m/news/1137531498?lang=&edition=fundamental","pubTime":"2021-04-05 23:23","market":"sh","language":"zh","title":"窗口期机会来了！六大券商看市，聚焦这些板块","url":"https://stock-news.laohu8.com/highlight/detail?id=1137531498","media":"中国证券报","summary":"3月26日以来，A股市场小幅反弹，沪指再度向3500点发起冲击。在年报及季报渐次披露带来的基本面支撑下，A股市场能否重拾涨势？后市该如何布局？\n在券商看来，短期而言趋势性行情难现，市场仍将以震荡为主，","content":"<div>\n<p>3月26日以来，A股市场小幅反弹，沪指再度向3500点发起冲击。在年报及季报渐次披露带来的基本面支撑下，A股市场能否重拾涨势？后市该如何布局？\n在券商看来，短期而言趋势性行情难现，市场仍将以震荡为主，不过4月投资者情绪料持续修复；就配置而言，顺周期板块二季度仍有望有不错表现。此外，调整后性价比较高的成长板块值得关注。\n短期趋势性行情难现\n上周（3月29日至4月2日）A股市场持续缩量反弹，4月1日及...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/jUgq1w3Lhwt2pc8HzkvCtw\">Web Link</a>\n\n</div>\n","source":"zgzqb","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>窗口期机会来了！六大券商看市，聚焦这些板块</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窗口期机会来了！六大券商看市，聚焦这些板块\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-05 23:23 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/jUgq1w3Lhwt2pc8HzkvCtw><strong>中国证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月26日以来，A股市场小幅反弹，沪指再度向3500点发起冲击。在年报及季报渐次披露带来的基本面支撑下，A股市场能否重拾涨势？后市该如何布局？\n在券商看来，短期而言趋势性行情难现，市场仍将以震荡为主，不过4月投资者情绪料持续修复；就配置而言，顺周期板块二季度仍有望有不错表现。此外，调整后性价比较高的成长板块值得关注。\n短期趋势性行情难现\n上周（3月29日至4月2日）A股市场持续缩量反弹，4月1日及...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/jUgq1w3Lhwt2pc8HzkvCtw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/jUgq1w3Lhwt2pc8HzkvCtw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137531498","content_text":"3月26日以来，A股市场小幅反弹，沪指再度向3500点发起冲击。在年报及季报渐次披露带来的基本面支撑下，A股市场能否重拾涨势？后市该如何布局？\n在券商看来，短期而言趋势性行情难现，市场仍将以震荡为主，不过4月投资者情绪料持续修复；就配置而言，顺周期板块二季度仍有望有不错表现。此外，调整后性价比较高的成长板块值得关注。\n短期趋势性行情难现\n上周（3月29日至4月2日）A股市场持续缩量反弹，4月1日及2日大盘两连阳带来开门红。Wind数据显示，截至4月2日收盘，上证指数、深证成指、创业板指全周分别累计上涨1.93%、2.56%、3.89%。\n从板块看，28个申万一级行业中，上周食品饮料、休闲服务、电子、家用电器等板块出现企稳反弹态势，全周累计涨幅均在4%以上；就概念板块而言，半导体封测、国家大基金、医美、第三代半导体等表现活跃。\n在国盛证券看来，市场风格相对均衡，各板块有望轮番向上，尤其是核心资产、成长等板块修复将更为显著。\n近期反弹是否意味着A股将重拾上行趋势？国泰君安证券认为，短期而言趋势性行情难现，A股尤其是指数层面难以形成合力，将以震荡为主，但震荡并不意味着超额收益的整体消失。结构配置是当下重点，建议积极布局一季报业绩窗口期。\n展望后市，中信证券预计4月市场关注点将由外部转向内部。宏观流动性整体平稳，市场流动性整体均衡；而随着国内基本面预期上修，海外基本面预期下修，内外基本面相对强度的变化料蓄势破局。同时，投资者对于基金赎回、外资流出、外盘波动的担忧与实际情况的背离都在逐步修正，4月投资者情绪料持续修复。\n兴业证券认为，估值向下，盈利向上，波动加大，回归业绩基本面，更加注重短期业绩落地、兑现而非中长期故事，这是当前市场需要重视的特征之一。市场经过一段时间调整后，诸多板块的估值性价比在逐步凸显。此时围绕经济复苏、业绩景气方向进行布局是4月份较好的选择，基本面改善的方向是当前投资较强的确定性。\n在海通证券看来，今年A股仍处于牛市格局，还没到小熊阶段，2月18日以来的调整只是本轮牛市运行中的一次回撤，意在实现市场结构和风格的再平衡，为后续上涨蓄势。随着我国居民资金不断入市及A股迈向机构化，A股的波动会逐渐变小。\n调整到位的成长板块受关注\n中信证券建议继续聚焦四条主线：一是本轮市场调整后性价比较高的成长板块，如半导体设备、军工等；二是景气恢复明显的疫情受损板块，如旅游、酒店、航空等；三是受益于海外需求复苏的品种，如汽车零部件、家电等；四是一季报潜在高弹性品种，如上游资源品、医药、汽车、交通运输、电子等。\n中信建投证券认为，核心资产逐步进入估值盈利匹配区间，高铁、景区等疫情恢复板块持续占优，行业方面推荐白酒等核心资产，以及供需不平衡带来高景气的半导体板块和经济结构转型升级的光伏、新能源汽车板块。\n国泰君安证券认为，周期制造板块在二季度仍将会有较高的防御价值以及较好的相对收益，在此之外应逐步布局经历较长时间调整的科技成长板块。推荐四条主线：一是“碳中和”主题，如钢铁、新能源；二是预期充分调整、回归基本面增长的科技，如电子；三是机械；四是资产负债表修复的金融，如银行。同时继续推荐具备稀缺性的互联网港股龙头。\n兴业证券推荐三条主线：一是生活性和生产性服务业，如航空航运、社会服务（酒店、餐饮、旅游、医美、免税），以及估值性价比和业绩增速都较为确定的银行等；二是围绕一季报和筹码结构，短期景气较好且增速较高的，如半导体、医药里的器械与服务；三是从中期维度看，上游原材料品种以及地产后周期的轻工家居、家电等顺周期方向。\n国盛证券建议沿着三条主线左侧布局反弹：一是长期景气向好的新能源、半导体、医药、家电等板块；二是业绩超预期的化工、机械、交运、社会服务等板块；三是港股科技龙头。\n海通证券认为，展望2021年，科技将进一步与制造业融合，如新能源改造生产端（汽车智能化、光伏）、5G改造生产端（云计算、人工智能、消费电子）等有望成为领涨行业。建议关注大众消费，预计乳制品、餐饮等大众消费需求将大增。此外预计专科医院、高端医疗器械、医疗美容、养生保健等医疗服务领域需求也有望提升。","news_type":1},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}