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EuniceLee

EuniceLee

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2021-06-23

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美国6月Markit制造业PMI创纪录，服务业PMI不及预期

2021-06-23

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特斯拉Q2交付量预期再创新高，买点到了吗？

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21:46","market":"us","language":"zh","title":"美国6月Markit制造业PMI创纪录，服务业PMI不及预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1146565871","media":"华尔街见闻","summary":"美国6月Markit制造业PMI初值62.6，高于预期的61.5以及前值62.1。","content":"<p>金融数据供应商IHS&nbsp;<a href=\"https://laohu8.com/S/MRKT\">Markit</a>周三公布了美国6月的制造业和服务业PMI数据，其中制造业PMI初值高于预期，创2007年有纪录以来新高，同期公布的服务业PMI初值不及预期，有所下滑，但仍处于历史高位。</p>\n<p>根据数据，美国6月Markit制造业PMI初值62.6，高于预期的61.5以及前值62.1，创下2007年有纪录以来的最高水平。</p>\n<p><img src=\"https://static.tigerbbs.com/2ef76bb72997ac135dfb8e759ab6d349\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p>\n<p>同期公布的Markit美国服务业PMI指数6月初值录得64.8，不及预期的70和5月前值70.4，不过仍处于较高水平。</p>\n<p><img src=\"https://static.tigerbbs.com/6c905d7c20d8a9a5d235949b994e86ac\" tg-width=\"640\" tg-height=\"334\" referrerpolicy=\"no-referrer\"></p>\n<p>在服务业数据的影响之下，Markit美国综合PMI的6月初值录得63.9，较5月的68.7明显下降。</p>\n<p><img src=\"https://static.tigerbbs.com/1a3fe8e2812d33165ecf56ccc7bb4f43\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p>\n<p>对于本月的经济状况，IHS Markit在数据报告当中指出，就业问题在6月仍然很普遍，因为有专家表示，目前仍难以为现有职位空缺寻找有经验的应聘者。此外，6月份的价格压力仍然维持高位。投入品价格上涨速度略有放缓，但仍是历史上第二快。制造业的关注点仍在于原材料和燃料成本的快速增长，而服务业的关注点则是为吸引工人而提出的的高工资，以及更高的运输费用和燃料成本。</p>\n<p>IHS Markit的首席商业经济学家Chris Williamson在数据公布之后表示，6月的PMI初值表明，美国经济当月取得了令人印象深刻的增长。虽然制造业和服务业的产出增长和新订单流入都出现了回落，但出现这种状况的原因是产能受限使得企业应对需求的能力受到限制，而非经济出现降温。</p>\n<p>不过他也表示，虽然价格水平从5月的历史高位出现下滑，但经济目前仍然非常热。商品和服务的价格仍在急升，创纪录的供应短缺正在恶化而非出现改善，企业正在努力填补空缺，而制造业库存的消耗速度也令人担忧，因为企业正在努力满足市场需求。</p>\n<p>此外Chris Williamson还指出，虽然二季度的经济增速或将触及峰值，但后续的通胀峰值则可能远高于此。</p>","source":"highlight_wallstreetcn","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6月Markit制造业PMI创纪录，服务业PMI不及预期</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美国6月Markit制造业PMI创纪录，服务业PMI不及预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 21:46 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3633694><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>金融数据供应商IHS Markit周三公布了美国6月的制造业和服务业PMI数据，其中制造业PMI初值高于预期，创2007年有纪录以来新高，同期公布的服务业PMI初值不及预期，有所下滑，但仍处于历史高位。\n根据数据，美国6月Markit制造业PMI初值62.6，高于预期的61.5以及前值62.1，创下2007年有纪录以来的最高水平。\n\n同期公布的Markit美国服务业PMI指数6月初值录得64.8，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3633694\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/135fb5b6f21d9ee05edcb64a0736f62f","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3633694","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1146565871","content_text":"金融数据供应商IHS Markit周三公布了美国6月的制造业和服务业PMI数据，其中制造业PMI初值高于预期，创2007年有纪录以来新高，同期公布的服务业PMI初值不及预期，有所下滑，但仍处于历史高位。\n根据数据，美国6月Markit制造业PMI初值62.6，高于预期的61.5以及前值62.1，创下2007年有纪录以来的最高水平。\n\n同期公布的Markit美国服务业PMI指数6月初值录得64.8，不及预期的70和5月前值70.4，不过仍处于较高水平。\n\n在服务业数据的影响之下，Markit美国综合PMI的6月初值录得63.9，较5月的68.7明显下降。\n\n对于本月的经济状况，IHS Markit在数据报告当中指出，就业问题在6月仍然很普遍，因为有专家表示，目前仍难以为现有职位空缺寻找有经验的应聘者。此外，6月份的价格压力仍然维持高位。投入品价格上涨速度略有放缓，但仍是历史上第二快。制造业的关注点仍在于原材料和燃料成本的快速增长，而服务业的关注点则是为吸引工人而提出的的高工资，以及更高的运输费用和燃料成本。\nIHS Markit的首席商业经济学家Chris Williamson在数据公布之后表示，6月的PMI初值表明，美国经济当月取得了令人印象深刻的增长。虽然制造业和服务业的产出增长和新订单流入都出现了回落，但出现这种状况的原因是产能受限使得企业应对需求的能力受到限制，而非经济出现降温。\n不过他也表示，虽然价格水平从5月的历史高位出现下滑，但经济目前仍然非常热。商品和服务的价格仍在急升，创纪录的供应短缺正在恶化而非出现改善，企业正在努力填补空缺，而制造业库存的消耗速度也令人担忧，因为企业正在努力满足市场需求。\n此外Chris Williamson还指出，虽然二季度的经济增速或将触及峰值，但后续的通胀峰值则可能远高于此。","news_type":1},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121808653,"gmtCreate":1624457792872,"gmtModify":1703837362998,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"：","listText":"：","text":"：","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121808653","repostId":"2145929670","repostType":4,"repost":{"id":"2145929670","pubTimestamp":1624452183,"share":"https://www.laohu8.com/m/news/2145929670?lang=&edition=full","pubTime":"2021-06-23 20:43","market":"us","language":"zh","title":"特斯拉Q2交付量预期再创新高，买点到了吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2145929670","media":"金十数据","summary":"市场普遍预期Q2交付量将再创新高，如何把握时机提早布局？","content":"<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO马斯克于当地时间18日给员工发送了一封内部邮件，该邮件并没有透露第二季度实际生产和交付目标，只是做出了鼓舞和要求：</p>\n<blockquote>\n “总的来说，我们执行得很好，但接下来的 12 天对于本季度的生产和交付来说非常重要。请全力以赴！”\n</blockquote>\n<p>马斯克在信件中并没有透露目前已经完成的交付数量以及Q2目标，但<b>分析师预期本季度的交付数量将达到19.8万-20万，刷新季度交付数量新高。</b></p>\n<p>从邮件措辞来看，马斯克似乎相信第二季度的交付目标是可实现的，但为了实现这一目标，团队需在季度末进行非常激烈的冲刺。</p>\n<p>第二季度只剩下不到两周的时间，考虑到特斯拉在季度末发起大规模推动的趋势，特斯拉很有可能会尽其所能在本月底之前交付尽可能多的汽车。</p>\n<p><b>Q1交付数据回顾</b></p>\n<p>今年第一季度，特斯拉电动汽车的交付量达184800辆，产量达180338辆，双双创下历史新高。据交付数据，第一季度特斯拉生产的所有电动汽车均为Model 3和Model Y车型，价格更为昂贵的Model S和Model X车型的产量为零。</p>\n<p>同时，第一季度所交付的2020辆Model S和Model X，均来自此前的生产库存，其交付数量仅占该季度总交付量的1%。下图是截至2021年第一季度，特斯拉Model S/X/3/Y交付量：</p>\n<p><img src=\"https://static.tigerbbs.com/f922029c3a0ba8d1f3227eb32e8c8bee\" tg-width=\"960\" tg-height=\"463\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Q2交付量预测</b></p>\n<p>对于特斯拉来说，销量的快速增长非常重要，因为传统汽车龙头企业已经觉醒并正在为大多数品牌提振插电式汽车销量。得州的新工厂是进一步增长的关键因素，因为德国工厂的启动似乎“具有挑战性”。</p>\n<p>特斯拉忠粉Troy Teslike估计，<b>在第二季度，198000辆的交付量是有可能的（他此前给出的预期值为192000辆）</b>，这将支持20万辆的论点——另一个象征性的里程碑。Troy Teslike还预测特斯拉2021年全年将交付83.8万辆。下图是他的预测数据：</p>\n<p><img src=\"https://static.tigerbbs.com/a6540ca353b7336cb0291d9c95645713\" tg-width=\"566\" tg-height=\"766\" referrerpolicy=\"no-referrer\"></p>\n<p>前<a href=\"https://laohu8.com/S/GS\">高盛</a>CIO Gary Black表示，随着美国/中国第二季度Model Y交付量（预计）达到新高，以及中国及美国产Model 3对欧盟的出口量每个季度都创下纪录，<b>特斯拉第二季度交付量可能达到21万—21.5万辆（市场预期20.5万辆）</b>，第二季度后市场对特斯拉2021财年交付量的预期可能接近90万辆（目前的预测为86.6万辆）。</p>\n<p>特斯拉空头GLJ Research分析师Gordon Johnson下调了他对特斯拉(TSLA.O)第二季度交付量的预期，同时上调对2021财年全年交付量的预期。<b>第二季度交付量预期从19.6万下调至19.4万辆，而2021年全年交付量预期从78.39万上调到79.97万辆</b>。Johnson表示，我们之所以做出这一调整，是因为我们认为6月在中国的销量将达到3万辆左右。</p>\n<p>The Motley Fool报道称，特斯拉可能需要将其第二季度的交付量同比增加一倍以上才能达到公司在第一季度更新的指引，即全年交付量比 2020 年水平增加50%以上。但这应该不会太难，如果第二季度维持一季度的交付量，也能实现104%的同比增长率。</p>\n<p><b>不过供应短缺仍然是潜在的挑战，尤其是半导体、物流和航运港口容量限制方面</b>。鉴于特斯拉管理层释放的乐观信号，预计第二季度交付量会较第一季度录得增长。</p>\n<p><b>Model S发力交付</b></p>\n<p>此前6月10日，特斯拉在弗里蒙特超级工厂旁边的试驾厂举行了Model S Plaid版交付仪式。活动现场，特斯拉CEO马斯克宣布，该公司将于当晚交付25辆Model S Plaid。此外，马斯克还补充表示，很快将每周交付数百辆Model S Plaid，下个季度每周将交付数千辆Model S Plaid。</p>\n<p>在特斯拉正式交付第一批Model S Plaid的几天后，弗里蒙特工厂上空巡查的无人机显示，该公司现在正在批量生产这款车。另外从网友在社交媒体上分享的视频和照片来看，一些Model S Plaid正在运送途中，再加上弗里蒙特工厂内不断增长的Model S车队，特斯拉似乎想要确保这款新发布的汽车能在本季度结束前交付给客户。</p>\n<p><img src=\"https://static.tigerbbs.com/20cb3d4a2cc9c0f4e1e2181891cab618\" tg-width=\"554\" tg-height=\"299\" referrerpolicy=\"no-referrer\"></p>\n<p>近日，据外媒报道，随着2021年第二季度临近结束，特斯拉Model S的交付速度加快。外媒预计，特斯拉二季度的生产和交付都特别紧张，由于新车型发布被推迟，Model S的交付订单大量积压。此外，5月份有1万多辆汽车被搁置发货，这也推迟了许多订单交付，需等到特斯拉推出其新计算机视觉系统。</p>\n<p><b>特斯拉公布季度交付数据当日及前五日股价历史走势</b></p>\n<p>2020年Q1至今年Q1，特斯拉连续五个季度的交付量超出市场普遍预期，其中四次在公布当日股价上涨3%以上，如下图所示。随着第二季度临近结束，投资者们或许可以此前几次行情走势图从中找到规律，把握时机，提早布局！</p>\n<p><img src=\"https://static.tigerbbs.com/bedab4feccd75ca5c4d48fd2872c022c\" tg-width=\"1242\" tg-height=\"3620\" referrerpolicy=\"no-referrer\"></p>","source":"xnew_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>特斯拉Q2交付量预期再创新高，买点到了吗？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉Q2交付量预期再创新高，买点到了吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 20:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=76537&type=news><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉CEO马斯克于当地时间18日给员工发送了一封内部邮件，该邮件并没有透露第二季度实际生产和交付目标，只是做出了鼓舞和要求：\n\n “总的来说，我们执行得很好，但接下来的 12 天对于本季度的生产和交付来说非常重要。请全力以赴！”\n\n马斯克在信件中并没有透露目前已经完成的交付数量以及Q2目标，但分析师预期本季度的交付数量将达到19.8万-20万，刷新季度交付数量新高。\n从邮件措辞来看，马斯克似乎...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=76537&type=news\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1b86586210e1f8bc591340d4eb624b89","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=76537&type=news","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145929670","content_text":"特斯拉CEO马斯克于当地时间18日给员工发送了一封内部邮件，该邮件并没有透露第二季度实际生产和交付目标，只是做出了鼓舞和要求：\n\n “总的来说，我们执行得很好，但接下来的 12 天对于本季度的生产和交付来说非常重要。请全力以赴！”\n\n马斯克在信件中并没有透露目前已经完成的交付数量以及Q2目标，但分析师预期本季度的交付数量将达到19.8万-20万，刷新季度交付数量新高。\n从邮件措辞来看，马斯克似乎相信第二季度的交付目标是可实现的，但为了实现这一目标，团队需在季度末进行非常激烈的冲刺。\n第二季度只剩下不到两周的时间，考虑到特斯拉在季度末发起大规模推动的趋势，特斯拉很有可能会尽其所能在本月底之前交付尽可能多的汽车。\nQ1交付数据回顾\n今年第一季度，特斯拉电动汽车的交付量达184800辆，产量达180338辆，双双创下历史新高。据交付数据，第一季度特斯拉生产的所有电动汽车均为Model 3和Model Y车型，价格更为昂贵的Model S和Model X车型的产量为零。\n同时，第一季度所交付的2020辆Model S和Model X，均来自此前的生产库存，其交付数量仅占该季度总交付量的1%。下图是截至2021年第一季度，特斯拉Model S/X/3/Y交付量：\n\nQ2交付量预测\n对于特斯拉来说，销量的快速增长非常重要，因为传统汽车龙头企业已经觉醒并正在为大多数品牌提振插电式汽车销量。得州的新工厂是进一步增长的关键因素，因为德国工厂的启动似乎“具有挑战性”。\n特斯拉忠粉Troy Teslike估计，在第二季度，198000辆的交付量是有可能的（他此前给出的预期值为192000辆），这将支持20万辆的论点——另一个象征性的里程碑。Troy Teslike还预测特斯拉2021年全年将交付83.8万辆。下图是他的预测数据：\n\n前高盛CIO Gary Black表示，随着美国/中国第二季度Model Y交付量（预计）达到新高，以及中国及美国产Model 3对欧盟的出口量每个季度都创下纪录，特斯拉第二季度交付量可能达到21万—21.5万辆（市场预期20.5万辆），第二季度后市场对特斯拉2021财年交付量的预期可能接近90万辆（目前的预测为86.6万辆）。\n特斯拉空头GLJ Research分析师Gordon Johnson下调了他对特斯拉(TSLA.O)第二季度交付量的预期，同时上调对2021财年全年交付量的预期。第二季度交付量预期从19.6万下调至19.4万辆，而2021年全年交付量预期从78.39万上调到79.97万辆。Johnson表示，我们之所以做出这一调整，是因为我们认为6月在中国的销量将达到3万辆左右。\nThe Motley Fool报道称，特斯拉可能需要将其第二季度的交付量同比增加一倍以上才能达到公司在第一季度更新的指引，即全年交付量比 2020 年水平增加50%以上。但这应该不会太难，如果第二季度维持一季度的交付量，也能实现104%的同比增长率。\n不过供应短缺仍然是潜在的挑战，尤其是半导体、物流和航运港口容量限制方面。鉴于特斯拉管理层释放的乐观信号，预计第二季度交付量会较第一季度录得增长。\nModel S发力交付\n此前6月10日，特斯拉在弗里蒙特超级工厂旁边的试驾厂举行了Model S Plaid版交付仪式。活动现场，特斯拉CEO马斯克宣布，该公司将于当晚交付25辆Model S Plaid。此外，马斯克还补充表示，很快将每周交付数百辆Model S Plaid，下个季度每周将交付数千辆Model S Plaid。\n在特斯拉正式交付第一批Model S Plaid的几天后，弗里蒙特工厂上空巡查的无人机显示，该公司现在正在批量生产这款车。另外从网友在社交媒体上分享的视频和照片来看，一些Model S Plaid正在运送途中，再加上弗里蒙特工厂内不断增长的Model S车队，特斯拉似乎想要确保这款新发布的汽车能在本季度结束前交付给客户。\n\n近日，据外媒报道，随着2021年第二季度临近结束，特斯拉Model S的交付速度加快。外媒预计，特斯拉二季度的生产和交付都特别紧张，由于新车型发布被推迟，Model S的交付订单大量积压。此外，5月份有1万多辆汽车被搁置发货，这也推迟了许多订单交付，需等到特斯拉推出其新计算机视觉系统。\n特斯拉公布季度交付数据当日及前五日股价历史走势\n2020年Q1至今年Q1，特斯拉连续五个季度的交付量超出市场普遍预期，其中四次在公布当日股价上涨3%以上，如下图所示。随着第二季度临近结束，投资者们或许可以此前几次行情走势图从中找到规律，把握时机，提早布局！","news_type":1},"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167425974,"gmtCreate":1624282923098,"gmtModify":1703832375140,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167425974","repostId":"1172790765","repostType":4,"repost":{"id":"1172790765","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":1624269676,"share":"https://www.laohu8.com/m/news/1172790765?lang=&edition=full","pubTime":"2021-06-21 18:01","market":"us","language":"zh","title":"德弘资本牵头的财团接近收购前程无忧，估值53亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1172790765","media":"老虎资讯综合","summary":"知情人士透露，由德弘资本牵头的一个财团即将协议收购前程无忧，交易对这家人力资源服务公司的估值约为53亿美元。\n知情人士称，该财团的成员还包括私募股权投资公司鸥翎投资和前程无忧联合创始人、首席执行官甄荣","content":"<p>知情人士透露，由德弘资本牵头的一个财团即将协议收购前程无忧，交易对这家人力资源服务公司的估值约为53亿美元。</p>\n<p>知情人士称，该财团的成员还包括私募股权投资公司鸥翎投资和前程无忧联合创始人、首席执行官甄荣辉，目前正在进行深入谈判，以每ADS约79.05美元的价格收购这家纽约上市公司。因事未公开而要求匿名的知情人士表示，协议最快可能于周一宣布。</p>\n<p>这一出价比前程无忧的最近收盘价溢价5.9%，与去年9月德弘资本的初始方案相当。根据彭博汇编的数据，这将是今年以来在美上市中资企业规模最大的收购交易之一。</p>\n<p>知情人士称，该财团收购资金主要来自于国内的银行。日本的Recruit Holdings Co.目前是前程无忧最大的股东，持有34.8%的股份，计划出售少量持股，并继续持有剩余股份。</p>\n<p>甄荣辉持有大约19.2%的股份，势将增持至近40%，而德弘资本和鸥翎投资将合共持有超过20%的股份。知情人士称，磋商仍在继续，交易细节和时间可能有变。</p>\n<p>对此，前程无忧表示，不予置评。<img src=\"https://static.tigerbbs.com/57f54152d386e63bf14850cd94cf5624\" 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>德弘资本牵头的财团接近收购前程无忧，估值53亿美元</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德弘资本牵头的财团接近收购前程无忧，估值53亿美元\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\">2021-06-21 18:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>知情人士透露，由德弘资本牵头的一个财团即将协议收购前程无忧，交易对这家人力资源服务公司的估值约为53亿美元。</p>\n<p>知情人士称，该财团的成员还包括私募股权投资公司鸥翎投资和前程无忧联合创始人、首席执行官甄荣辉，目前正在进行深入谈判，以每ADS约79.05美元的价格收购这家纽约上市公司。因事未公开而要求匿名的知情人士表示，协议最快可能于周一宣布。</p>\n<p>这一出价比前程无忧的最近收盘价溢价5.9%，与去年9月德弘资本的初始方案相当。根据彭博汇编的数据，这将是今年以来在美上市中资企业规模最大的收购交易之一。</p>\n<p>知情人士称，该财团收购资金主要来自于国内的银行。日本的Recruit Holdings Co.目前是前程无忧最大的股东，持有34.8%的股份，计划出售少量持股，并继续持有剩余股份。</p>\n<p>甄荣辉持有大约19.2%的股份，势将增持至近40%，而德弘资本和鸥翎投资将合共持有超过20%的股份。知情人士称，磋商仍在继续，交易细节和时间可能有变。</p>\n<p>对此，前程无忧表示，不予置评。<img src=\"https://static.tigerbbs.com/57f54152d386e63bf14850cd94cf5624\" 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/46494ff0a967fd1461f0d4b570a39e77","relate_stocks":{"JOBS":"前程无忧"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172790765","content_text":"知情人士透露，由德弘资本牵头的一个财团即将协议收购前程无忧，交易对这家人力资源服务公司的估值约为53亿美元。\n知情人士称，该财团的成员还包括私募股权投资公司鸥翎投资和前程无忧联合创始人、首席执行官甄荣辉，目前正在进行深入谈判，以每ADS约79.05美元的价格收购这家纽约上市公司。因事未公开而要求匿名的知情人士表示，协议最快可能于周一宣布。\n这一出价比前程无忧的最近收盘价溢价5.9%，与去年9月德弘资本的初始方案相当。根据彭博汇编的数据，这将是今年以来在美上市中资企业规模最大的收购交易之一。\n知情人士称，该财团收购资金主要来自于国内的银行。日本的Recruit Holdings Co.目前是前程无忧最大的股东，持有34.8%的股份，计划出售少量持股，并继续持有剩余股份。\n甄荣辉持有大约19.2%的股份，势将增持至近40%，而德弘资本和鸥翎投资将合共持有超过20%的股份。知情人士称，磋商仍在继续，交易细节和时间可能有变。\n对此，前程无忧表示，不予置评。","news_type":1},"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167422599,"gmtCreate":1624282907711,"gmtModify":1703832374485,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ii","listText":"Ii","text":"Ii","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167422599","repostId":"1115796699","repostType":4,"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167426775,"gmtCreate":1624282889297,"gmtModify":1703832373502,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ii","listText":"Ii","text":"Ii","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167426775","repostId":"1152151455","repostType":4,"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167426536,"gmtCreate":1624282876225,"gmtModify":1703832373665,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ff","listText":"Ff","text":"Ff","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167426536","repostId":"1132614785","repostType":4,"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167426828,"gmtCreate":1624282866064,"gmtModify":1703832372516,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ff","listText":"Ff","text":"Ff","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167426828","repostId":"1169694875","repostType":4,"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167428726,"gmtCreate":1624282853965,"gmtModify":1703832371701,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hh","listText":"Hh","text":"Hh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167428726","repostId":"2145087340","repostType":4,"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167241924,"gmtCreate":1624273486468,"gmtModify":1703832111060,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hh","listText":"Hh","text":"Hh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167241924","repostId":"1118470789","repostType":4,"isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164156931,"gmtCreate":1624183904423,"gmtModify":1703830301296,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Jssu","listText":"Jssu","text":"Jssu","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164156931","repostId":"2144572796","repostType":4,"repost":{"id":"2144572796","pubTimestamp":1624000774,"share":"https://www.laohu8.com/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15:19","market":"us","language":"zh","title":"黄金隔夜大跌近5%！道富分析师：不必恐慌，下跌正是买入好时机","url":"https://stock-news.laohu8.com/highlight/detail?id=2144572796","media":"英为财情","summary":"英为财情Investing.com –由于美联储加息预期以及美元走强，周三贵金属市场遭遇恐慌性抛售，黄金期货一度跌近5%下破1770美元，钯金甚至大跌10%。道富环球投资管理公司首席黄金分析师Milling-Stanley认为，投资者对加息预期反应过度。“我正在关注黄金市场，现在可能是买入的好时机。”Milling-Stanley补充称，一旦这种恐慌性抛售结束，金价仍将具有良好的支撑，有望反弹到1900美元上方，并在年底前升至2000美元上方。","content":"<html><body><p><strong>英为财情Investing.com –</strong>由于美联储加息预期以及美元走强，周三贵金属市场遭遇恐慌性抛售，黄金期货一度跌近5%下破1770美元，钯金甚至大跌10%。</p>\n<p>道富<a href=\"https://laohu8.com/S/B73.SI\">环球投资</a>管理公司首席黄金分析师Milling-Stanley认为，投资者对加息预期反应过度。他认为，不需要过多关注两年后的预测。</p>\n<p>“我正在关注黄金市场，现在可能是买入的好时机。”Milling-Stanley表示，“我看到了黄金大量恐慌性抛售，我认为这种情况不会持续太久。虽然市场预期会有更高的通胀和加息，但他们完全忽略了一个事实，即加息至少要等到两年之后，两年内会发生很多事情。”</p>\n<p>Milling-Stanley补充称，一旦这种恐慌性抛售结束，金价仍将具有良好的支撑，有望反弹到1900美元上方，并在年底前升至2000美元上方。</p>\n<p>他还表示，美联储很多预测都取决于通胀情况，如果通胀回落到2%-3%之间，美联储不会急于加息。</p>\n<p>即使美联储进入加息通道，Milling-Stanley也认为黄金表现将不错。“美联储上一次处于加息通道是2015年12月至2018年12月之间，黄金在那期间累计上涨了21%，从1050美元升至1270美元。”</p>\n<p>截至撰稿，黄金期货交投于1785美元，日内微涨0.59%。</p>\n<p><strong>【本文来自英为财情Investing.com，阅读更多请登录cn.Investing.com或下载英为财情 App】</strong></p>\n<p><strong>推荐阅读</strong></p>\n<p><strong>重磅！美联储突然提高两大利率，预测2023年底两次加息</strong></p>\n<p><strong>5月经济数据点评：经济放缓的压力有多大？</strong></p>\n<p><strong>经济数据不及预期，利率反而上行？</strong></p>\n<p><strong>张瑜：中美5月“松”的不同，未来也不同</strong></p>\n<p><strong>（编辑：陈涵）</strong></p></body></html>","source":"investing_news","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>黄金隔夜大跌近5%！道富分析师：不必恐慌，下跌正是买入好时机</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; 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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黄金隔夜大跌近5%！道富分析师：不必恐慌，下跌正是买入好时机\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 15:19 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cn.investing.com/news/commodities-news/article-2026820><strong>英为财情</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英为财情Investing.com –由于美联储加息预期以及美元走强，周三贵金属市场遭遇恐慌性抛售，黄金期货一度跌近5%下破1770美元，钯金甚至大跌10%。\n道富环球投资管理公司首席黄金分析师Milling-Stanley认为，投资者对加息预期反应过度。他认为，不需要过多关注两年后的预测。\n“我正在关注黄金市场，现在可能是买入的好时机。”Milling-Stanley表示，“我看到了黄金大量...</p>\n\n<a href=\"https://cn.investing.com/news/commodities-news/article-2026820\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a710f0e16d2fb84784400d545feef76f","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","DUST":"二倍做空黄金矿业指数ETF-Direxion","GDX":"黄金矿业ETF-VanEck","NUGT":"二倍做多黄金矿业指数ETF-Direxion","GLD":"SPDR黄金ETF","IAU":"黄金信托ETF(iShares)"},"source_url":"https://cn.investing.com/news/commodities-news/article-2026820","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144572796","content_text":"英为财情Investing.com –由于美联储加息预期以及美元走强，周三贵金属市场遭遇恐慌性抛售，黄金期货一度跌近5%下破1770美元，钯金甚至大跌10%。\n道富环球投资管理公司首席黄金分析师Milling-Stanley认为，投资者对加息预期反应过度。他认为，不需要过多关注两年后的预测。\n“我正在关注黄金市场，现在可能是买入的好时机。”Milling-Stanley表示，“我看到了黄金大量恐慌性抛售，我认为这种情况不会持续太久。虽然市场预期会有更高的通胀和加息，但他们完全忽略了一个事实，即加息至少要等到两年之后，两年内会发生很多事情。”\nMilling-Stanley补充称，一旦这种恐慌性抛售结束，金价仍将具有良好的支撑，有望反弹到1900美元上方，并在年底前升至2000美元上方。\n他还表示，美联储很多预测都取决于通胀情况，如果通胀回落到2%-3%之间，美联储不会急于加息。\n即使美联储进入加息通道，Milling-Stanley也认为黄金表现将不错。“美联储上一次处于加息通道是2015年12月至2018年12月之间，黄金在那期间累计上涨了21%，从1050美元升至1270美元。”\n截至撰稿，黄金期货交投于1785美元，日内微涨0.59%。\n【本文来自英为财情Investing.com，阅读更多请登录cn.Investing.com或下载英为财情 App】\n推荐阅读\n重磅！美联储突然提高两大利率，预测2023年底两次加息\n5月经济数据点评：经济放缓的压力有多大？\n经济数据不及预期，利率反而上行？\n张瑜：中美5月“松”的不同，未来也不同\n（编辑：陈涵）","news_type":1},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164156049,"gmtCreate":1624183887381,"gmtModify":1703830301459,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Dhej","listText":"Dhej","text":"Dhej","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164156049","repostId":"2144720142","repostType":4,"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164158584,"gmtCreate":1624183869748,"gmtModify":1703830300642,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ddi","listText":"Ddi","text":"Ddi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164158584","repostId":"2144277819","repostType":4,"repost":{"id":"2144277819","pubTimestamp":1624007114,"share":"https://www.laohu8.com/m/news/2144277819?lang=&edition=full","pubTime":"2021-06-18 17:05","market":"us","language":"zh","title":"盘前异动：黄金股集体走高，巴里克黄金、金田涨超2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2144277819","media":"英为财情","summary":"英为财情Investing.com –尽管黄金期货周四大跌近5%，但黄金股在周五美股盘前仍然集体走高。巴里克黄金  、金田 均涨超2%，哈莫尼黄金 涨近2%。道富环球投资管理公司首席黄金分析师Milling-Stanley表示，投资者对加息预期反应过度，现在正是买入黄金的好时机。他认为，在恐慌性抛售结束后，金价将获得良好支撑，有望反弹到1900美元上方。美联储突然提高两大利率，预测2023年底两次加息。经济数据不及预期，利率反而上行？","content":"<html><body><p><strong>英为财情Investing.com –</strong>尽管黄金期货周四大跌近5%，但黄金股在周五美股盘前仍然集体走高。<a href=\"https://laohu8.com/S/ABX\">巴里克黄金</a>  (NYSE:GOLD)、<a href=\"https://laohu8.com/S/GFI\">金田</a> (NYSE:GFI)均涨超2%，<a href=\"https://laohu8.com/S/HMY\">哈莫尼黄金</a> (NYSE:HMY)涨近2%。</p>\n<p>道富<a href=\"https://laohu8.com/S/B73.SI\">环球投资</a>管理公司首席黄金分析师Milling-Stanley表示，投资者对加息预期反应过度，现在正是买入黄金的好时机。他认为，在恐慌性抛售结束后，金价将获得良好支撑，有望反弹到1900美元上方。</p>\n<p><strong>【本文来自英为财情Investing.com，阅读更多请登录cn.Investing.com或下载英为财情 App】</strong></p>\n<p><strong>推荐阅读</strong></p>\n<p><strong>重磅！美联储突然提高两大利率，预测2023年底两次加息</strong></p>\n<p><strong>5月经济数据点评：经济放缓的压力有多大？</strong></p>\n<p><strong>经济数据不及预期，利率反而上行？</strong></p>\n<p><strong>张瑜：中美5月“松”的不同，未来也不同</strong></p>\n<p><strong>（编辑：陈涵）</strong></p></body></html>","source":"investing_news","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>盘前异动：黄金股集体走高，巴里克黄金、金田涨超2%</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盘前异动：黄金股集体走高，巴里克黄金、金田涨超2%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 17:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cn.investing.com/news/stock-market-news/article-2026852><strong>英为财情</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英为财情Investing.com –尽管黄金期货周四大跌近5%，但黄金股在周五美股盘前仍然集体走高。巴里克黄金  (NYSE:GOLD)、金田 (NYSE:GFI)均涨超2%，哈莫尼黄金 (NYSE:HMY)涨近2%。\n道富环球投资管理公司首席黄金分析师Milling-Stanley表示，投资者对加息预期反应过度，现在正是买入黄金的好时机。他认为，在恐慌性抛售结束后，金价将获得良好支撑，有望反弹...</p>\n\n<a href=\"https://cn.investing.com/news/stock-market-news/article-2026852\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c307757575ffe3d6ca9295ced646627f","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","GLD":"SPDR黄金ETF","GFI":"金田","NUGT":"二倍做多黄金矿业指数ETF-Direxion","IAU":"黄金信托ETF(iShares)","GOLD":"巴里克黄金","DUST":"二倍做空黄金矿业指数ETF-Direxion","GDX":"黄金矿业ETF-VanEck"},"source_url":"https://cn.investing.com/news/stock-market-news/article-2026852","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144277819","content_text":"英为财情Investing.com –尽管黄金期货周四大跌近5%，但黄金股在周五美股盘前仍然集体走高。巴里克黄金  (NYSE:GOLD)、金田 (NYSE:GFI)均涨超2%，哈莫尼黄金 (NYSE:HMY)涨近2%。\n道富环球投资管理公司首席黄金分析师Milling-Stanley表示，投资者对加息预期反应过度，现在正是买入黄金的好时机。他认为，在恐慌性抛售结束后，金价将获得良好支撑，有望反弹到1900美元上方。\n【本文来自英为财情Investing.com，阅读更多请登录cn.Investing.com或下载英为财情 App】\n推荐阅读\n重磅！美联储突然提高两大利率，预测2023年底两次加息\n5月经济数据点评：经济放缓的压力有多大？\n经济数据不及预期，利率反而上行？\n张瑜：中美5月“松”的不同，未来也不同\n（编辑：陈涵）","news_type":1},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164158275,"gmtCreate":1624183856497,"gmtModify":1703830300806,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nddn","listText":"Nddn","text":"Nddn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164158275","repostId":"2144277819","repostType":4,"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165119241,"gmtCreate":1624105039083,"gmtModify":1703828879352,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Bj","listText":"Bj","text":"Bj","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/165119241","repostId":"2144773990","repostType":4,"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165119883,"gmtCreate":1624105024842,"gmtModify":1703828879024,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Omg","listText":"Omg","text":"Omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/165119883","repostId":"2144720142","repostType":4,"isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165119179,"gmtCreate":1624105011791,"gmtModify":1703828878698,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Bb","listText":"Bb","text":"Bb","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/165119179","repostId":"2144722772","repostType":4,"repost":{"id":"2144722772","pubTimestamp":1624001100,"share":"https://www.laohu8.com/m/news/2144722772?lang=&edition=full","pubTime":"2021-06-18 15:25","market":"us","language":"zh","title":"邓应海:国际金价技术上存在修复需求 最新黄金走势分析","url":"https://stock-news.laohu8.com/highlight/detail?id=2144722772","media":"新浪财经","summary":"6月18日，周五，国际金价小幅反弹，但此前两个交易日连续重挫，美联储就潜在货币政策调整释放出的鹰派信息支撑了美元和债券，削弱了黄金作为通胀对冲的吸引力。技术上看走势存在修复需求，金价短线或反弹至1803美元。　　金价本周累计跌幅近5%，或创下2020年3月以来最差周度表现；美指本周累计上涨逾1.6%，有望录得2020年9月以来最大周阳线；10年期美债收益率稳于1.50%以上，增加了持有无息黄金的机会成本。","content":"<html><body><div>\n<p>6月18日，周五，国际<span>金价</span><span></span>小幅反弹，但此前两个交易日连续重挫，美联储就潜在货币政策调整释放出的鹰派信息支撑了美元和债券，削弱了黄金作为通胀对冲的吸引力。技术上看走势存在修复需求，金价短线或反弹至1803美元。</p>\n<p>　　北京时间14：02，现货黄金上涨0.57%至1783.67美元/盎司；COMEX期金主力合约上涨0.51%至1783.7美元/盎司；美元指数上浮0.05%至91.956。</p>\n<p>　　金价本周累计跌幅近5%，或创下2020年3月以来最差周度表现；美指本周累计上涨逾1.6%，有望录得2020年9月以来最大周阳线；10年期美债收益率稳于1.50%以上，增加了持有无息黄金的机会成本。</p>\n<p>　　美联储官员已经已经开始释出退出超级宽松货币政策的讯息。到目前为止，退出举动相对平顺，但他们也暗示这次收紧的速度会较前上次危机来得快。</p>\n<p>　　黄金走势分析：</p>\n<p>　　黄金大跌后需要震荡修正，线看反弹，早盘1781现价多单如期涨至1787一线收割，30分钟小双底结构，黄金欧盘回落依托1775支撑再多，上方关注1800整数关口压力！</p>\n<p>　　黄金趋势下跌没有结束，但没有只跌不涨的行情，大跌后同样也需要反弹震荡修正，重新积蓄力量！而昨日黄金在1770位置获得明显支撑，今日单边小反弹，空头获利盘的了解，使短线行情陷入震荡的，但反弹的幅度尚不确定，上方明显的压力就是1800位置！</p>\n<p>　　短线黄金看反弹先多，上方遇阻后再空，震荡走势，高抛低吸操作，灵活应对！大方向上还是以高空为主，低多为辅！早盘说过，只有两种情况下才可以放心大胆干多，第一种就是深V，第二种就是大阳拉升！</p>\n<p>　　如果欧盘强势突破1800，我们则会重新审视当前的行情也会在第一时间公布现价策略，当前短线黄金强势，回踩先多！防守1770的支撑！</p>\n<div>\n</div>\n<font><a href=\"https://laohu8.com/S/SINA\">新浪</a>声明：新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。</font>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：陈平 </p>\n</div></body></html>","source":"sina","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>邓应海:国际金价技术上存在修复需求 最新黄金走势分析</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邓应海:国际金价技术上存在修复需求 最新黄金走势分析\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 15:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/money/nmetal/hjfx/2021-06-18/doc-ikqcfnca1774746.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月18日，周五，国际金价小幅反弹，但此前两个交易日连续重挫，美联储就潜在货币政策调整释放出的鹰派信息支撑了美元和债券，削弱了黄金作为通胀对冲的吸引力。技术上看走势存在修复需求，金价短线或反弹至1803美元。\n　　北京时间14：02，现货黄金上涨0.57%至1783.67美元/盎司；COMEX期金主力合约上涨0.51%至1783.7美元/盎司；美元指数上浮0.05%至91.956。\n　　金价本周...</p>\n\n<a href=\"https://finance.sina.com.cn/money/nmetal/hjfx/2021-06-18/doc-ikqcfnca1774746.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1d244c78090ebb3923bbecebff5ffcb8","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","IAU":"黄金信托ETF(iShares)","NUGT":"二倍做多黄金矿业指数ETF-Direxion","DUST":"二倍做空黄金矿业指数ETF-Direxion","GDX":"黄金矿业ETF-VanEck","GLD":"SPDR黄金ETF"},"source_url":"https://finance.sina.com.cn/money/nmetal/hjfx/2021-06-18/doc-ikqcfnca1774746.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2144722772","content_text":"6月18日，周五，国际金价小幅反弹，但此前两个交易日连续重挫，美联储就潜在货币政策调整释放出的鹰派信息支撑了美元和债券，削弱了黄金作为通胀对冲的吸引力。技术上看走势存在修复需求，金价短线或反弹至1803美元。\n　　北京时间14：02，现货黄金上涨0.57%至1783.67美元/盎司；COMEX期金主力合约上涨0.51%至1783.7美元/盎司；美元指数上浮0.05%至91.956。\n　　金价本周累计跌幅近5%，或创下2020年3月以来最差周度表现；美指本周累计上涨逾1.6%，有望录得2020年9月以来最大周阳线；10年期美债收益率稳于1.50%以上，增加了持有无息黄金的机会成本。\n　　美联储官员已经已经开始释出退出超级宽松货币政策的讯息。到目前为止，退出举动相对平顺，但他们也暗示这次收紧的速度会较前上次危机来得快。\n　　黄金走势分析：\n　　黄金大跌后需要震荡修正，线看反弹，早盘1781现价多单如期涨至1787一线收割，30分钟小双底结构，黄金欧盘回落依托1775支撑再多，上方关注1800整数关口压力！\n　　黄金趋势下跌没有结束，但没有只跌不涨的行情，大跌后同样也需要反弹震荡修正，重新积蓄力量！而昨日黄金在1770位置获得明显支撑，今日单边小反弹，空头获利盘的了解，使短线行情陷入震荡的，但反弹的幅度尚不确定，上方明显的压力就是1800位置！\n　　短线黄金看反弹先多，上方遇阻后再空，震荡走势，高抛低吸操作，灵活应对！大方向上还是以高空为主，低多为辅！早盘说过，只有两种情况下才可以放心大胆干多，第一种就是深V，第二种就是大阳拉升！\n　　如果欧盘强势突破1800，我们则会重新审视当前的行情也会在第一时间公布现价策略，当前短线黄金强势，回踩先多！防守1770的支撑！\n\n\n新浪声明：新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：陈平","news_type":1},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165119080,"gmtCreate":1624104999940,"gmtModify":1703828878368,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hh","listText":"Hh","text":"Hh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/165119080","repostId":"2144773990","repostType":4,"isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165110523,"gmtCreate":1624104985462,"gmtModify":1703828878205,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hbb","listText":"Hbb","text":"Hbb","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/165110523","repostId":"2144773990","repostType":4,"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":162177521,"gmtCreate":1624052660363,"gmtModify":1703827567719,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"dd","listText":"dd","text":"dd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/162177521","repostId":"2144791497","repostType":4,"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167426536,"gmtCreate":1624282876225,"gmtModify":1703832373665,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ff","listText":"Ff","text":"Ff","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167426536","repostId":"1132614785","repostType":4,"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163841890,"gmtCreate":1623877925210,"gmtModify":1703822114510,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ooo","listText":"Ooo","text":"Ooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/163841890","repostId":"1146756294","repostType":4,"repost":{"id":"1146756294","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":1623856744,"share":"https://www.laohu8.com/m/news/1146756294?lang=&edition=full","pubTime":"2021-06-16 23:19","market":"other","language":"zh","title":"部分WSB概念股下行，AMC院线跌超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1146756294","media":"老虎资讯综合","summary":"6月16日，部分WSB概念股下行，AMC院线跌超10%，黑莓跌超8%，游戏驿站、ContextLogic跌超4%。","content":"<p>6月16日，部分WSB概念股下行，<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>跌超10%，<a href=\"https://laohu8.com/S/BBRY\">黑莓</a>跌超8%，<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>、<a href=\"https://laohu8.com/S/WISH\">ContextLogic</a>跌超4%。</p>\n<p><img src=\"https://static.tigerbbs.com/dbeb078de2de6d1611ad66c88cca74b4\" 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>部分WSB概念股下行，AMC院线跌超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; }\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部分WSB概念股下行，AMC院线跌超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\">2021-06-16 23:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月16日，部分WSB概念股下行，<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>跌超10%，<a href=\"https://laohu8.com/S/BBRY\">黑莓</a>跌超8%，<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>、<a href=\"https://laohu8.com/S/WISH\">ContextLogic</a>跌超4%。</p>\n<p><img src=\"https://static.tigerbbs.com/dbeb078de2de6d1611ad66c88cca74b4\" 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/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"GME":"游戏驿站","AMC":"AMC院线","BB":"黑莓"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146756294","content_text":"6月16日，部分WSB概念股下行，AMC院线跌超10%，黑莓跌超8%，游戏驿站、ContextLogic跌超4%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169210149,"gmtCreate":1623837243481,"gmtModify":1703820935009,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Jfkffk","listText":"Jfkffk","text":"Jfkffk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/169210149","repostId":"1145228956","repostType":4,"repost":{"id":"1145228956","weMediaInfo":{"introduction":"美股研究社，一个专注研究美股的平台，专业的美股投资人都在这。想了解美国股市行情、美股开户、美股资讯、美股公司；想获得一手美股重磅信息；想加入美股交流社群，敬请关注我们吧。","home_visible":0,"media_name":"美股研究社","id":"1074069735","head_image":"https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6"},"pubTimestamp":1623834343,"share":"https://www.laohu8.com/m/news/1145228956?lang=&edition=full","pubTime":"2021-06-16 17:05","market":"us","language":"zh","title":"营收超预期却不是惊喜，甲骨文为何业绩涨股价跌？","url":"https://stock-news.laohu8.com/highlight/detail?id=1145228956","media":"美股研究社","summary":"6月15日美股盘后，甲骨文发布了2021财年第四季度财报及全年财报\n\n在过去六个月里，老牌软件王者甲骨文迎来了近几年股价的高光时刻：累计上涨近40%，在此之前，它长期被外界质疑落后于云计算时代的发展，","content":"<blockquote>\n 6月15日美股盘后，<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>发布了2021财年第四季度财报及全年财报\n</blockquote>\n<p>在过去六个月里，老牌软件王者甲骨文迎来了近几年股价的高光时刻：累计上涨近40%，在此之前，它长期被外界质疑落后于云计算时代的发展，股价长期低迷。</p>\n<p>6月15日美股盘后，甲骨文发布了2021财年第四季度财报及全年财报，2021财年总收入同比增长4%，达到405亿美元，不出意外地保持了过去几年不温不火地增长。</p>\n<p><img src=\"https://static.tigerbbs.com/17bba98813f28a2c2eebf36d2cc623ae\" tg-width=\"1200\" tg-height=\"900\" referrerpolicy=\"no-referrer\"></p>\n<p>自2010年宣布进军云计算以来，甲骨文可谓受挫不少，毕竟它身上船大难调头的气息实在浓厚。起步晚，发展慢，与<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、SalesForce的对抗中存在多少变数？股价累涨背后，甲骨文的基本面又有多大的支撑力？</p>\n<p><b>营收增长靠单一的老牌业务，但业务集中换来较高利润率</b></p>\n<p>从财报来看，甲骨文依然保持了增长态势——2021财年Q4财季，甲骨文营收达112.27亿美元，同比增长9%，高于彭博分析师一致预期的110.4亿美元，财年收入同比增速虽然略逊一筹，利润却很可观，全财年净利润为137.46亿美元，同比增长36%。</p>\n<p><img src=\"https://static.tigerbbs.com/6db34135d26c3d267300f65661b14d44\" tg-width=\"1200\" tg-height=\"762\" referrerpolicy=\"no-referrer\"></p>\n<p>就各部门的业绩来说，云服务和授权支持业务依旧占据了甲骨文全年营收的大头。数据显示，甲骨文云服务和授权支持业务的营收为287.00亿美元，与去年相比增长了5%；在总营收中所占比例为71%，2020财年中所占比例为70%。</p>\n<p><img src=\"https://static.tigerbbs.com/a2d7d122cef6bdc83949397d5ac6a056\" tg-width=\"1032\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p>\n<p>不过甲骨文的营收来源单一更多是公司业务的性质决定的，由于数据库对企业具有重要的经营与管理意义，它并不是能被轻松取代的产品——这也是甲骨文以此为中心逐步进军云计算的底气，不用担心后院起火，所以所谓营收来源的单一不会让甲骨文面临太大的风险。</p>\n<p>当然，这种业务的稳定也不足以支持它抵御来自对手的竞争，客户关系管理(CRM) 软件服务提供商SalesForce的崛起就是例证，这也是甲骨文业务的一部分。不同的是，SalesForce的收入更为均衡，2021财年其sales、service、platform、marketing&amp;commerce四大业务体系分别贡献51.9亿、53.8亿、62.8亿、31.3亿美元的营业收入。</p>\n<p>甲骨文的ERP等老牌产品在经过迭代后，仍然是大型政企用户的选择，加上大型组织往往需要多云并举，所以其核心业务始终不上不下。CEO拉里·埃里森在财报电话会议上强调：我们几乎从来没有在云端丢失过一个具有竞争力的 ERP 项目，几乎从来没有。</p>\n<p>虽说营收只能靠老牌业务发力，目前营收增长未能实现较大突破，但可以肯定的一点是：甲骨文主要服务的高利润率优势始终存在。支撑甲骨文利润的是优势业务的高度集中，2021财年运营利润率为38%。运营利润率较高这对一家公司最重要的意义是维持稳定的现金流，虽然近两年已经没有大规模的收购行为，但甲骨文在业务转型上的投入还在持续。</p>\n<p>但可惜的是，现实不像数字成绩一样美好，与营收增长超预期相悖的是，甲骨文盘后其股价大跌4.76%，在此之前的六个月里，甲骨文股价已经上涨近40%，为什么一份超预期的财报反而终结了这种趋势？</p>\n<p><b>业绩指引低于预期致盘后股价大跌，云计算又又又成为绊脚石</b></p>\n<p>在发布财报之外，甲骨文股价大跌的直接原因是因为它给出了一份低于华尔街预期的业绩指引：甲骨文预计2022财年第一财季收入将增长3-5%，调整后每股收益为0.94-0.98美元，分析师平均预期为1.03美元。</p>\n<p>而导致EPS偏低的原因是甲骨文宣布在2022财年将云计算的资本支出增加一倍，达到近40亿美元，或许这进一步彰显了公司转型云计算的决心，可惜投资者显然对这笔投入是否能产生足够有支撑力的结果不太信任。</p>\n<p>而且这与竞争者的投入相比不算太多：亚马逊6月7日宣布，计划对西班牙北部地区阿拉贡的新数据中心投资约合30.4亿美元；微软也在4月底公布Q3财报时宣布投入60亿美元扩展云计算中心。</p>\n<p>美股研究社认为，自2011年起，甲骨文的营收便再没有出现过明显的大幅增长，而Q4财季和2021财年的增长微超预期也不是新业务带来的影响。一个明显的信号是近期<a href=\"https://laohu8.com/S/BAC\">美国银行</a>、巴克莱等机构纷纷下调了对甲骨文的评级，其目标股价只有70美元左右，低于目前的近80美元，相比微软、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>等业务竞争者也低上太多，主流分析师评级也以保守为主。</p>\n<p><img src=\"https://static.tigerbbs.com/f6fa06c1b9589655b30d380e2bfbde4b\" tg-width=\"953\" tg-height=\"424\" referrerpolicy=\"no-referrer\"></p>\n<p>彭博分析师阿努拉格・拉纳表示：“对甲骨文来说，最大的问题是如何恢复业务增长，而这方面似乎没有什么太大进展。”其原因是甲骨文困于传统业务，缺乏新的增长点。</p>\n<p>Third Bridge分析师斯科特•克雷斯勒评论“甲骨文最大的问题之一是，尽管该公司专注于云解决方案，但其收入增长一直非常有限。”——换句话说，尽管公司或多或少地在增加对云计算的投入并推进执行，财务数据上却几乎没有体现，多年来甲骨文两大核心业务占比始终高于80%，2020财年第四季度甚至不降反升到93.9%。</p>\n<p><img src=\"https://static.tigerbbs.com/1e919c8ded3811fd70f707c4e4196ba9\" tg-width=\"1200\" tg-height=\"762\" referrerpolicy=\"no-referrer\"></p>\n<p>值得注意的是，甲骨文股价过去几个月的大幅增长，很大程度上都与三月份宣布的200亿股份回购计划有关，这是甲骨文市值的近十分之一。</p>\n<p>在云计算的追逐战中，甲骨文经常被评论为错失机会的角色。相比于亚马逊、微软、SalesForce，甚至市场份额不到10%的谷歌，云计算的落后真的让甲骨文失去了未来的想象空间？</p>\n<p><b>老牌巨头创新难，甲骨文失去想象空间了吗？</b></p>\n<p>谈到甲骨文在云计算上的失算，往往会总结出三个原因。</p>\n<p>甲骨文从来不缺开发云计算业务的钱，首先影响转型步伐的，是人员。从一开始CEO拉里·埃里森对云计算的轻视，到后来确定云计算战略时管理层的巨大分歧，再到后期裁员、高管出走等事件，甲骨文缺乏亚马逊最初发展云计算时“All in”的人员态度。</p>\n<p>第一步的落后造成了蝴蝶效应，在云计算业务上，甲骨文提前失去了潜在的用户粘性。正如大型客户不会轻易放弃甲骨文的后端配套产品转投竞争对手，选择好云计算合作伙伴的企业为了避免重新部署和设计的风险与麻烦，也难以脱离设置好的环境，选择甲骨文这样的后来者。</p>\n<p>而且，如果说云计算是新时代的商业地产，那亚马逊原本就是开发商（电商平台），微软也深知平台的重要性（软件与系统平台），而甲骨文却缺少这种平台式经验。都是为客户服务，经营一个云平台与经营一系列软件、数据库产品、后端系统差异极大。</p>\n<p>因此，最终支持甲骨文股价与市值的因素将至少包含与云计算挂钩的新数据库服务、企业应用和公有云。可以肯定的是，甲骨文不缺乏增长空间，但市场对它的想象不是增长的上限，而是数据能表达的下限——至少不能永远停留在口头的美好预期。</p>\n<p>十年前，微软也曾陷入相似的境地，它选择大刀阔斧地改革公司架构与战略，最终Azure的成功证明了其正确性。甲骨文的策略从某种程度上说正是在学习微软，它甚至打通了彼此的云计算业务数据中心。</p>\n<p>坐拥数十年积累的市场、技术与服务经验，只要甲骨文还在改变，就不应该过早地做出负面的评断。</p>\n<p><b>结语</b></p>\n<p>总之，对甲骨文的云计算未来保持看好态度最重要的原因是，一个优秀的云服务商需要在组织流程、系统性、IT管理等方面具备综合能力，让用户只需要集中精力使用这些服务完成自己的业务，换句话说，这是To B的基因才能完成的事，这恰好是甲骨文的强项。</p>\n<p>谷歌的云计算业务起色无法和排行第二的微软媲美，甚至被阿里云反超，正是因为谷歌To C的基因深入骨髓，有媒体评价，谷歌云发展初期对“兜售技术”的重视性远高于满足客户需求，这是B端业务的大忌。甲骨文则拥有得天独厚的B端基因，加上数据库与后端业务打下的基础，它需要且正在做的事，就是让客户与华尔街看清自己独特的价值。</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>营收超预期却不是惊喜，甲骨文为何业绩涨股价跌？</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营收超预期却不是惊喜，甲骨文为何业绩涨股价跌？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股研究社 </p>\n<p class=\"h-time\">2021-06-16 17:05</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 6月15日美股盘后，<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>发布了2021财年第四季度财报及全年财报\n</blockquote>\n<p>在过去六个月里，老牌软件王者甲骨文迎来了近几年股价的高光时刻：累计上涨近40%，在此之前，它长期被外界质疑落后于云计算时代的发展，股价长期低迷。</p>\n<p>6月15日美股盘后，甲骨文发布了2021财年第四季度财报及全年财报，2021财年总收入同比增长4%，达到405亿美元，不出意外地保持了过去几年不温不火地增长。</p>\n<p><img src=\"https://static.tigerbbs.com/17bba98813f28a2c2eebf36d2cc623ae\" tg-width=\"1200\" tg-height=\"900\" referrerpolicy=\"no-referrer\"></p>\n<p>自2010年宣布进军云计算以来，甲骨文可谓受挫不少，毕竟它身上船大难调头的气息实在浓厚。起步晚，发展慢，与<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、SalesForce的对抗中存在多少变数？股价累涨背后，甲骨文的基本面又有多大的支撑力？</p>\n<p><b>营收增长靠单一的老牌业务，但业务集中换来较高利润率</b></p>\n<p>从财报来看，甲骨文依然保持了增长态势——2021财年Q4财季，甲骨文营收达112.27亿美元，同比增长9%，高于彭博分析师一致预期的110.4亿美元，财年收入同比增速虽然略逊一筹，利润却很可观，全财年净利润为137.46亿美元，同比增长36%。</p>\n<p><img src=\"https://static.tigerbbs.com/6db34135d26c3d267300f65661b14d44\" tg-width=\"1200\" tg-height=\"762\" referrerpolicy=\"no-referrer\"></p>\n<p>就各部门的业绩来说，云服务和授权支持业务依旧占据了甲骨文全年营收的大头。数据显示，甲骨文云服务和授权支持业务的营收为287.00亿美元，与去年相比增长了5%；在总营收中所占比例为71%，2020财年中所占比例为70%。</p>\n<p><img src=\"https://static.tigerbbs.com/a2d7d122cef6bdc83949397d5ac6a056\" tg-width=\"1032\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p>\n<p>不过甲骨文的营收来源单一更多是公司业务的性质决定的，由于数据库对企业具有重要的经营与管理意义，它并不是能被轻松取代的产品——这也是甲骨文以此为中心逐步进军云计算的底气，不用担心后院起火，所以所谓营收来源的单一不会让甲骨文面临太大的风险。</p>\n<p>当然，这种业务的稳定也不足以支持它抵御来自对手的竞争，客户关系管理(CRM) 软件服务提供商SalesForce的崛起就是例证，这也是甲骨文业务的一部分。不同的是，SalesForce的收入更为均衡，2021财年其sales、service、platform、marketing&amp;commerce四大业务体系分别贡献51.9亿、53.8亿、62.8亿、31.3亿美元的营业收入。</p>\n<p>甲骨文的ERP等老牌产品在经过迭代后，仍然是大型政企用户的选择，加上大型组织往往需要多云并举，所以其核心业务始终不上不下。CEO拉里·埃里森在财报电话会议上强调：我们几乎从来没有在云端丢失过一个具有竞争力的 ERP 项目，几乎从来没有。</p>\n<p>虽说营收只能靠老牌业务发力，目前营收增长未能实现较大突破，但可以肯定的一点是：甲骨文主要服务的高利润率优势始终存在。支撑甲骨文利润的是优势业务的高度集中，2021财年运营利润率为38%。运营利润率较高这对一家公司最重要的意义是维持稳定的现金流，虽然近两年已经没有大规模的收购行为，但甲骨文在业务转型上的投入还在持续。</p>\n<p>但可惜的是，现实不像数字成绩一样美好，与营收增长超预期相悖的是，甲骨文盘后其股价大跌4.76%，在此之前的六个月里，甲骨文股价已经上涨近40%，为什么一份超预期的财报反而终结了这种趋势？</p>\n<p><b>业绩指引低于预期致盘后股价大跌，云计算又又又成为绊脚石</b></p>\n<p>在发布财报之外，甲骨文股价大跌的直接原因是因为它给出了一份低于华尔街预期的业绩指引：甲骨文预计2022财年第一财季收入将增长3-5%，调整后每股收益为0.94-0.98美元，分析师平均预期为1.03美元。</p>\n<p>而导致EPS偏低的原因是甲骨文宣布在2022财年将云计算的资本支出增加一倍，达到近40亿美元，或许这进一步彰显了公司转型云计算的决心，可惜投资者显然对这笔投入是否能产生足够有支撑力的结果不太信任。</p>\n<p>而且这与竞争者的投入相比不算太多：亚马逊6月7日宣布，计划对西班牙北部地区阿拉贡的新数据中心投资约合30.4亿美元；微软也在4月底公布Q3财报时宣布投入60亿美元扩展云计算中心。</p>\n<p>美股研究社认为，自2011年起，甲骨文的营收便再没有出现过明显的大幅增长，而Q4财季和2021财年的增长微超预期也不是新业务带来的影响。一个明显的信号是近期<a href=\"https://laohu8.com/S/BAC\">美国银行</a>、巴克莱等机构纷纷下调了对甲骨文的评级，其目标股价只有70美元左右，低于目前的近80美元，相比微软、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>等业务竞争者也低上太多，主流分析师评级也以保守为主。</p>\n<p><img src=\"https://static.tigerbbs.com/f6fa06c1b9589655b30d380e2bfbde4b\" tg-width=\"953\" tg-height=\"424\" referrerpolicy=\"no-referrer\"></p>\n<p>彭博分析师阿努拉格・拉纳表示：“对甲骨文来说，最大的问题是如何恢复业务增长，而这方面似乎没有什么太大进展。”其原因是甲骨文困于传统业务，缺乏新的增长点。</p>\n<p>Third Bridge分析师斯科特•克雷斯勒评论“甲骨文最大的问题之一是，尽管该公司专注于云解决方案，但其收入增长一直非常有限。”——换句话说，尽管公司或多或少地在增加对云计算的投入并推进执行，财务数据上却几乎没有体现，多年来甲骨文两大核心业务占比始终高于80%，2020财年第四季度甚至不降反升到93.9%。</p>\n<p><img src=\"https://static.tigerbbs.com/1e919c8ded3811fd70f707c4e4196ba9\" tg-width=\"1200\" tg-height=\"762\" referrerpolicy=\"no-referrer\"></p>\n<p>值得注意的是，甲骨文股价过去几个月的大幅增长，很大程度上都与三月份宣布的200亿股份回购计划有关，这是甲骨文市值的近十分之一。</p>\n<p>在云计算的追逐战中，甲骨文经常被评论为错失机会的角色。相比于亚马逊、微软、SalesForce，甚至市场份额不到10%的谷歌，云计算的落后真的让甲骨文失去了未来的想象空间？</p>\n<p><b>老牌巨头创新难，甲骨文失去想象空间了吗？</b></p>\n<p>谈到甲骨文在云计算上的失算，往往会总结出三个原因。</p>\n<p>甲骨文从来不缺开发云计算业务的钱，首先影响转型步伐的，是人员。从一开始CEO拉里·埃里森对云计算的轻视，到后来确定云计算战略时管理层的巨大分歧，再到后期裁员、高管出走等事件，甲骨文缺乏亚马逊最初发展云计算时“All in”的人员态度。</p>\n<p>第一步的落后造成了蝴蝶效应，在云计算业务上，甲骨文提前失去了潜在的用户粘性。正如大型客户不会轻易放弃甲骨文的后端配套产品转投竞争对手，选择好云计算合作伙伴的企业为了避免重新部署和设计的风险与麻烦，也难以脱离设置好的环境，选择甲骨文这样的后来者。</p>\n<p>而且，如果说云计算是新时代的商业地产，那亚马逊原本就是开发商（电商平台），微软也深知平台的重要性（软件与系统平台），而甲骨文却缺少这种平台式经验。都是为客户服务，经营一个云平台与经营一系列软件、数据库产品、后端系统差异极大。</p>\n<p>因此，最终支持甲骨文股价与市值的因素将至少包含与云计算挂钩的新数据库服务、企业应用和公有云。可以肯定的是，甲骨文不缺乏增长空间，但市场对它的想象不是增长的上限，而是数据能表达的下限——至少不能永远停留在口头的美好预期。</p>\n<p>十年前，微软也曾陷入相似的境地，它选择大刀阔斧地改革公司架构与战略，最终Azure的成功证明了其正确性。甲骨文的策略从某种程度上说正是在学习微软，它甚至打通了彼此的云计算业务数据中心。</p>\n<p>坐拥数十年积累的市场、技术与服务经验，只要甲骨文还在改变，就不应该过早地做出负面的评断。</p>\n<p><b>结语</b></p>\n<p>总之，对甲骨文的云计算未来保持看好态度最重要的原因是，一个优秀的云服务商需要在组织流程、系统性、IT管理等方面具备综合能力，让用户只需要集中精力使用这些服务完成自己的业务，换句话说，这是To B的基因才能完成的事，这恰好是甲骨文的强项。</p>\n<p>谷歌的云计算业务起色无法和排行第二的微软媲美，甚至被阿里云反超，正是因为谷歌To C的基因深入骨髓，有媒体评价，谷歌云发展初期对“兜售技术”的重视性远高于满足客户需求，这是B端业务的大忌。甲骨文则拥有得天独厚的B端基因，加上数据库与后端业务打下的基础，它需要且正在做的事，就是让客户与华尔街看清自己独特的价值。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"ORCL":"甲骨文"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145228956","content_text":"6月15日美股盘后，甲骨文发布了2021财年第四季度财报及全年财报\n\n在过去六个月里，老牌软件王者甲骨文迎来了近几年股价的高光时刻：累计上涨近40%，在此之前，它长期被外界质疑落后于云计算时代的发展，股价长期低迷。\n6月15日美股盘后，甲骨文发布了2021财年第四季度财报及全年财报，2021财年总收入同比增长4%，达到405亿美元，不出意外地保持了过去几年不温不火地增长。\n\n自2010年宣布进军云计算以来，甲骨文可谓受挫不少，毕竟它身上船大难调头的气息实在浓厚。起步晚，发展慢，与微软、亚马逊、SalesForce的对抗中存在多少变数？股价累涨背后，甲骨文的基本面又有多大的支撑力？\n营收增长靠单一的老牌业务，但业务集中换来较高利润率\n从财报来看，甲骨文依然保持了增长态势——2021财年Q4财季，甲骨文营收达112.27亿美元，同比增长9%，高于彭博分析师一致预期的110.4亿美元，财年收入同比增速虽然略逊一筹，利润却很可观，全财年净利润为137.46亿美元，同比增长36%。\n\n就各部门的业绩来说，云服务和授权支持业务依旧占据了甲骨文全年营收的大头。数据显示，甲骨文云服务和授权支持业务的营收为287.00亿美元，与去年相比增长了5%；在总营收中所占比例为71%，2020财年中所占比例为70%。\n\n不过甲骨文的营收来源单一更多是公司业务的性质决定的，由于数据库对企业具有重要的经营与管理意义，它并不是能被轻松取代的产品——这也是甲骨文以此为中心逐步进军云计算的底气，不用担心后院起火，所以所谓营收来源的单一不会让甲骨文面临太大的风险。\n当然，这种业务的稳定也不足以支持它抵御来自对手的竞争，客户关系管理(CRM) 软件服务提供商SalesForce的崛起就是例证，这也是甲骨文业务的一部分。不同的是，SalesForce的收入更为均衡，2021财年其sales、service、platform、marketing&commerce四大业务体系分别贡献51.9亿、53.8亿、62.8亿、31.3亿美元的营业收入。\n甲骨文的ERP等老牌产品在经过迭代后，仍然是大型政企用户的选择，加上大型组织往往需要多云并举，所以其核心业务始终不上不下。CEO拉里·埃里森在财报电话会议上强调：我们几乎从来没有在云端丢失过一个具有竞争力的 ERP 项目，几乎从来没有。\n虽说营收只能靠老牌业务发力，目前营收增长未能实现较大突破，但可以肯定的一点是：甲骨文主要服务的高利润率优势始终存在。支撑甲骨文利润的是优势业务的高度集中，2021财年运营利润率为38%。运营利润率较高这对一家公司最重要的意义是维持稳定的现金流，虽然近两年已经没有大规模的收购行为，但甲骨文在业务转型上的投入还在持续。\n但可惜的是，现实不像数字成绩一样美好，与营收增长超预期相悖的是，甲骨文盘后其股价大跌4.76%，在此之前的六个月里，甲骨文股价已经上涨近40%，为什么一份超预期的财报反而终结了这种趋势？\n业绩指引低于预期致盘后股价大跌，云计算又又又成为绊脚石\n在发布财报之外，甲骨文股价大跌的直接原因是因为它给出了一份低于华尔街预期的业绩指引：甲骨文预计2022财年第一财季收入将增长3-5%，调整后每股收益为0.94-0.98美元，分析师平均预期为1.03美元。\n而导致EPS偏低的原因是甲骨文宣布在2022财年将云计算的资本支出增加一倍，达到近40亿美元，或许这进一步彰显了公司转型云计算的决心，可惜投资者显然对这笔投入是否能产生足够有支撑力的结果不太信任。\n而且这与竞争者的投入相比不算太多：亚马逊6月7日宣布，计划对西班牙北部地区阿拉贡的新数据中心投资约合30.4亿美元；微软也在4月底公布Q3财报时宣布投入60亿美元扩展云计算中心。\n美股研究社认为，自2011年起，甲骨文的营收便再没有出现过明显的大幅增长，而Q4财季和2021财年的增长微超预期也不是新业务带来的影响。一个明显的信号是近期美国银行、巴克莱等机构纷纷下调了对甲骨文的评级，其目标股价只有70美元左右，低于目前的近80美元，相比微软、谷歌等业务竞争者也低上太多，主流分析师评级也以保守为主。\n\n彭博分析师阿努拉格・拉纳表示：“对甲骨文来说，最大的问题是如何恢复业务增长，而这方面似乎没有什么太大进展。”其原因是甲骨文困于传统业务，缺乏新的增长点。\nThird Bridge分析师斯科特•克雷斯勒评论“甲骨文最大的问题之一是，尽管该公司专注于云解决方案，但其收入增长一直非常有限。”——换句话说，尽管公司或多或少地在增加对云计算的投入并推进执行，财务数据上却几乎没有体现，多年来甲骨文两大核心业务占比始终高于80%，2020财年第四季度甚至不降反升到93.9%。\n\n值得注意的是，甲骨文股价过去几个月的大幅增长，很大程度上都与三月份宣布的200亿股份回购计划有关，这是甲骨文市值的近十分之一。\n在云计算的追逐战中，甲骨文经常被评论为错失机会的角色。相比于亚马逊、微软、SalesForce，甚至市场份额不到10%的谷歌，云计算的落后真的让甲骨文失去了未来的想象空间？\n老牌巨头创新难，甲骨文失去想象空间了吗？\n谈到甲骨文在云计算上的失算，往往会总结出三个原因。\n甲骨文从来不缺开发云计算业务的钱，首先影响转型步伐的，是人员。从一开始CEO拉里·埃里森对云计算的轻视，到后来确定云计算战略时管理层的巨大分歧，再到后期裁员、高管出走等事件，甲骨文缺乏亚马逊最初发展云计算时“All in”的人员态度。\n第一步的落后造成了蝴蝶效应，在云计算业务上，甲骨文提前失去了潜在的用户粘性。正如大型客户不会轻易放弃甲骨文的后端配套产品转投竞争对手，选择好云计算合作伙伴的企业为了避免重新部署和设计的风险与麻烦，也难以脱离设置好的环境，选择甲骨文这样的后来者。\n而且，如果说云计算是新时代的商业地产，那亚马逊原本就是开发商（电商平台），微软也深知平台的重要性（软件与系统平台），而甲骨文却缺少这种平台式经验。都是为客户服务，经营一个云平台与经营一系列软件、数据库产品、后端系统差异极大。\n因此，最终支持甲骨文股价与市值的因素将至少包含与云计算挂钩的新数据库服务、企业应用和公有云。可以肯定的是，甲骨文不缺乏增长空间，但市场对它的想象不是增长的上限，而是数据能表达的下限——至少不能永远停留在口头的美好预期。\n十年前，微软也曾陷入相似的境地，它选择大刀阔斧地改革公司架构与战略，最终Azure的成功证明了其正确性。甲骨文的策略从某种程度上说正是在学习微软，它甚至打通了彼此的云计算业务数据中心。\n坐拥数十年积累的市场、技术与服务经验，只要甲骨文还在改变，就不应该过早地做出负面的评断。\n结语\n总之，对甲骨文的云计算未来保持看好态度最重要的原因是，一个优秀的云服务商需要在组织流程、系统性、IT管理等方面具备综合能力，让用户只需要集中精力使用这些服务完成自己的业务，换句话说，这是To B的基因才能完成的事，这恰好是甲骨文的强项。\n谷歌的云计算业务起色无法和排行第二的微软媲美，甚至被阿里云反超，正是因为谷歌To C的基因深入骨髓，有媒体评价，谷歌云发展初期对“兜售技术”的重视性远高于满足客户需求，这是B端业务的大忌。甲骨文则拥有得天独厚的B端基因，加上数据库与后端业务打下的基础，它需要且正在做的事，就是让客户与华尔街看清自己独特的价值。","news_type":1},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121806324,"gmtCreate":1624457804168,"gmtModify":1703837363971,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"…","listText":"…","text":"…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121806324","repostId":"1146565871","repostType":4,"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167428726,"gmtCreate":1624282853965,"gmtModify":1703832371701,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hh","listText":"Hh","text":"Hh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167428726","repostId":"2145087340","repostType":4,"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162177668,"gmtCreate":1624052644754,"gmtModify":1703827567558,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"rr","listText":"rr","text":"rr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162177668","repostId":"2144677973","repostType":4,"repost":{"id":"2144677973","pubTimestamp":1624022400,"share":"https://www.laohu8.com/m/news/2144677973?lang=&edition=full","pubTime":"2021-06-18 21:20","market":"sh","language":"zh","title":"叶云宏:黄金反弹1795空看70 油72.1空看新低","url":"https://stock-news.laohu8.com/highlight/detail?id=2144677973","media":"新浪财经","summary":"6月18日，黄金昨天最高1825，最低1767，日跌幅高达58美金，和前一日的大跌幅度差不多，下跌途中伴随着小幅度的反弹，但仅仅只是反弹，最终都是以下跌收尾，空头还属于强势阶段，跌势仍然没有止步，日线大阴线告诉我们今天的黄金思路将会继续看跌！基本上反弹就是干空机会，关注上方阻力在1795，反弹依托这里阻力高空！投资者据此操作，风险自担。","content":"<html><body><div>\n<p>6月18日，黄金昨天最高1825，最低1767，日跌幅高达58美金，和前一日的大跌幅度差不多，下跌途中伴随着小幅度的反弹，但仅仅只是反弹，最终都是以下跌收尾，空头还属于强势阶段，跌势仍然没有止步，日线大阴线告诉我们今天的黄金思路将会继续看跌！基本上反弹就是干空机会，关注上方阻力在1795，反弹依托这里阻力高空！</p>\n<p>　　黄金最新操作建议：</p>\n<p>　　1795-1797一线空，止损1803，目标1780-1770</p>\n<p>　　<span>原油</span><span></span>昨日如期冲高回落，相信跟随老叶做空的朋友赚的盆满钵满了，冲高回落，72.1-72.2空已经成功达到预期目标70.6一线，拿下15点的收获！昨日说过上方的压力开始显现，日线布林带开始走平，甚至有收口的迹象，这至少表明油价反弹肯定没有新高了，72.95将是近期的一个阻力点，而且我要告诉大家的是回落还未完，对于今日的布局也很简单继续跟随趋势高空为主！</p>\n<p>　　原油最新操作建议：</p>\n<p>　　71.3-71.5一线空，止损72，目标69.8-68</p>\n<div>\n</div>\n<font><a href=\"https://laohu8.com/S/SINA\">新浪</a>声明：新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。</font>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：陈平 </p>\n</div></body></html>","source":"sina","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>叶云宏:黄金反弹1795空看70 油72.1空看新低</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n叶云宏:黄金反弹1795空看70 油72.1空看新低\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 21:20 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/money/nmetal/hjfx/2021-06-18/doc-ikqciyzk0433588.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月18日，黄金昨天最高1825，最低1767，日跌幅高达58美金，和前一日的大跌幅度差不多，下跌途中伴随着小幅度的反弹，但仅仅只是反弹，最终都是以下跌收尾，空头还属于强势阶段，跌势仍然没有止步，日线大阴线告诉我们今天的黄金思路将会继续看跌！基本上反弹就是干空机会，关注上方阻力在1795，反弹依托这里阻力高空！\n　　黄金最新操作建议：\n　　1795-1797一线空，止损1803，目标1780-...</p>\n\n<a href=\"https://finance.sina.com.cn/money/nmetal/hjfx/2021-06-18/doc-ikqciyzk0433588.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4be30a3c11bd91e9d1f864c6a098fab1","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","GLD":"SPDR黄金ETF","DUST":"二倍做空黄金矿业指数ETF-Direxion","NUGT":"二倍做多黄金矿业指数ETF-Direxion","IAU":"黄金信托ETF(iShares)","GDX":"黄金矿业ETF-VanEck"},"source_url":"https://finance.sina.com.cn/money/nmetal/hjfx/2021-06-18/doc-ikqciyzk0433588.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2144677973","content_text":"6月18日，黄金昨天最高1825，最低1767，日跌幅高达58美金，和前一日的大跌幅度差不多，下跌途中伴随着小幅度的反弹，但仅仅只是反弹，最终都是以下跌收尾，空头还属于强势阶段，跌势仍然没有止步，日线大阴线告诉我们今天的黄金思路将会继续看跌！基本上反弹就是干空机会，关注上方阻力在1795，反弹依托这里阻力高空！\n　　黄金最新操作建议：\n　　1795-1797一线空，止损1803，目标1780-1770\n　　原油昨日如期冲高回落，相信跟随老叶做空的朋友赚的盆满钵满了，冲高回落，72.1-72.2空已经成功达到预期目标70.6一线，拿下15点的收获！昨日说过上方的压力开始显现，日线布林带开始走平，甚至有收口的迹象，这至少表明油价反弹肯定没有新高了，72.95将是近期的一个阻力点，而且我要告诉大家的是回落还未完，对于今日的布局也很简单继续跟随趋势高空为主！\n　　原油最新操作建议：\n　　71.3-71.5一线空，止损72，目标69.8-68\n\n\n新浪声明：新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：陈平","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162174764,"gmtCreate":1624052606358,"gmtModify":1703827566751,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"yy","listText":"yy","text":"yy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162174764","repostId":"2144877747","repostType":4,"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162174515,"gmtCreate":1624052587837,"gmtModify":1703827566590,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"df","listText":"df","text":"df","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162174515","repostId":"2144712122","repostType":4,"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121804317,"gmtCreate":1624457846139,"gmtModify":1703837368507,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"；","listText":"；","text":"；","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121804317","repostId":"1163510991","repostType":4,"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121802645,"gmtCreate":1624457821087,"gmtModify":1703837365593,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"⋯","listText":"⋯","text":"⋯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121802645","repostId":"1152199095","repostType":4,"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121808653,"gmtCreate":1624457792872,"gmtModify":1703837362998,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"：","listText":"：","text":"：","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121808653","repostId":"2145929670","repostType":4,"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167425974,"gmtCreate":1624282923098,"gmtModify":1703832375140,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","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