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05-10

$PING AN(02318)$ bullish, dividend coming

2023-08-07

Claim my.tiger coin

2023-03-22

Ok

盘前 | 美联储利率决议重磅来袭；飙升48%，“妖股”绩后嗨涨！

2023-03-07

ok

@妙投新经济:光伏上漲背後的最強邏輯，竟然是它！

2023-03-04

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@中国基金报:張文宏談過去三年感想

2023-01-19

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@雷递:浙江中力衝刺上交所：年營收42億擬募資13億創新工場是股東

2022-12-31

$Hong Kong Exchanges and Clearing(00388)$ keep ut up

2022-12-30

$Hong Kong Exchanges and Clearing(00388)$ 🙏🙏

2022-12-18

$Unity Software Inc.(U)$ 😥😥

2022-11-30

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@GPLP犀牛财经:犀牛午訊：北京證券交易所申請“北證所”商標汽車板塊多股漲停

2022-11-23

$SEMBCORP MARINE LTD(S51.SI)$ 🙏

2022-11-11

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@AI财经社:華爲在COP27大會上呼籲通過網絡演進使能綠色發展

2022-11-04

$OCEANUS GROUP LIMITED(579.SI)$👍

2022-11-01

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@中国基金报:五部門發文！這一產業，力爭“規模超3500億”

2022-10-29

$Unity Software Inc.(U)$😭

2022-10-26

Ok

@经济观察报:持有人對部分頂流基金經理“越跌越買” 傅鵬博、楊銳文、葛蘭操盤曝光

2022-10-21

$Unity Software Inc.(U)$😭

2022-10-17

Ok

@小虎综合资讯:紐約梅隆銀行Q3營收43億美元，超過預期

2022-10-16

$Unity Software Inc.(U)$👍👍

2022-10-13

$Unity Software Inc.(U)$😭😭

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20:23","market":"us","language":"zh","title":"盘前 | 美联储利率决议重磅来袭；飙升48%，“妖股”绩后嗨涨！","url":"https://stock-news.laohu8.com/highlight/detail?id=1107056724","media":"老虎资讯综合","summary":"摘要：今夜屏息以待！美联储利率决议重磅揭晓；维珍轨道暴涨80%，接近达成2亿美元私募股权投资协议。3月22日，美股股指期货涨跌不一，道指期货涨0.01%，标普500指数跌0.10%，纳指期货跌0.24","content":"<html><head></head><body><blockquote><b>摘要：今夜屏息以待！美联储利率决议重磅揭晓；<a href=\"https://laohu8.com/S/VORB\">维珍轨道</a>暴涨80%，接近达成2亿美元私募股权投资协议。</b></blockquote><p>3月22日，美股股指期货涨跌不一，道指期货涨0.01%，标普500指数跌0.10%，纳指期货跌0.24%。</p><p><img src=\"https://static.tigerbbs.com/e8c7a0daff33a604d543e0311a731968\" tg-width=\"437\" tg-height=\"197\" referrerpolicy=\"no-referrer\"/><b>美联储利率决议今夜重磅来袭</b></p><p>美联储利率决议将于北京时间周四凌晨2:00公布，随后2:30鲍威尔将召开新闻发布会。本次议息结果悬念拉满，市场不再笃定美联储将大幅加息，加息25BP或不加息不确定性仍存。</p><p>据CME“美联储观察”，目前，美联储3月维持利率在4.50%-4.75%区间的概率降低至12.2%，加息25个基点至4.75%-5.00%区间的概率升至87.8%，加息50个基点的概率仍为0.0%。</p><p>有分析人士称，如果美联储在3月会议上最终选择不加息，投资者可能会更加恐慌，他们会立即开始猜测美联储等监管机构是否在隐藏什么更加重大的“雷”。<img src=\"https://static.tigerbbs.com/2f0f67d89e38483a22f28eab18fca8de\" tg-width=\"1311\" tg-height=\"788\" referrerpolicy=\"no-referrer\"/><b>盘前要闻</b></p><p><a href=\"https://laohu8.com/S/UBS\">瑞银</a>计划回购2028年3月到期、规模15亿欧元和2032年3月到期、规模12.5亿欧元的无抵押自救债券。</p><p>消息人士称，华尔街巨头们和美国官员正在探讨<a href=\"https://laohu8.com/S/FRC\">第一共和银行</a>获得美国政府支持的可能性。</p><p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>达摩院已在AI模型社区“魔搭”ModelScope上线了“文本生成视频大模型”，整体模型参数约17亿，目前只支持英文输入。</p><p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>CFO表示，公司非常有信心实现2023年的销售目标，同时称<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>没有进行收购的计划。<b>（蔚来盘前张超2%）</b></p><p><a href=\"https://laohu8.com/S/LI\">理想汽车</a>Rokid Max AR眼镜在理想商城首发上架，首发价2799元；支持理想L系列车型。</p><p><b>盘前行情</b></p><p>“妖股”<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>盘前暴涨48%，Q4销售额超预期，两年来首次盈利。</p><p><a href=\"https://laohu8.com/S/VORB\">维珍轨道</a>盘前暴涨80%，消息称<a href=\"https://laohu8.com/S/VORB\">维珍轨道</a>接近与德州风投Matthew Brown达成2亿美元的私募股权投资协议。</p><p><a href=\"https://laohu8.com/S/ZH\">知乎</a>盘前涨超3%，Q4营收11.14亿元，同比增加9.3%。</p><p>美国二手汽车电商平台Carvana盘前涨超29%，报道称公司启动了高达10亿美元债券的交换要约。</p><p>特朗普社媒壳公司DWAC盘前涨超2%，解聘CEO以引进新管理层。</p><p><a href=\"https://laohu8.com/S/WIMI\">微美全息</a>盘前涨超2%，布局基于IPFS的去中心化应用技术。</p><p><a href=\"https://laohu8.com/S/NIU\">小牛电动</a>盘前涨约2%，预计2023全年销量同比增长至多45%。</p><p><b>欧洲市场</b></p><p>欧洲主要股指普遍上涨，截至发稿，德国DAX30指数涨0.56%，法国CAC40涨0.37%。<img src=\"https://static.tigerbbs.com/052b8e7f7fc78a99e2e03aadda30f304\" tg-width=\"821\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/><b>原油</b></p><p>国际油价下跌，美油报69.43美元/桶，日内跌幅0.37%；布油现报75.12美元/桶，日内跌幅0.27%。</p><p>美原油震荡微跌，API数据显示，美国上周原油库存意外增加，表明燃料需求可能在减弱，令油价承压；而且油价面临前期震荡区间底部阻力压制。不过，OPEC+官员、对冲基金经理和石油市场参与者称最近的油价下跌是投机性的，并坚持认为需求增加将在未来几个月把油价推至更高的水平。市场对欧美银行业危机的担忧情绪回落，油价经过两个交易日的反弹后，下行压力有所缓解。</p><p><b>黄金</b></p><p>现货黄金日内涨0.19%，报1,944.95美元/盎司。</p><p>随着市场对欧美银行业担忧情绪的降温，美债收益率连续两个交易日大幅反弹，黄金的吸引力下降。市场预计美联储大概率会加息25个基点，但金价的进一步走势依赖于鲍威尔的所有表态及措辞。技术面来看，日线级别出现了一些顶部信号，投资者需要提防金价短线的进一步下行风险。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘前 | 美联储利率决议重磅来袭；飙升48%，“妖股”绩后嗨涨！</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 | 美联储利率决议重磅来袭；飙升48%，“妖股”绩后嗨涨！\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\">2023-03-22 20:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><b>摘要：今夜屏息以待！美联储利率决议重磅揭晓；<a href=\"https://laohu8.com/S/VORB\">维珍轨道</a>暴涨80%，接近达成2亿美元私募股权投资协议。</b></blockquote><p>3月22日，美股股指期货涨跌不一，道指期货涨0.01%，标普500指数跌0.10%，纳指期货跌0.24%。</p><p><img src=\"https://static.tigerbbs.com/e8c7a0daff33a604d543e0311a731968\" tg-width=\"437\" tg-height=\"197\" referrerpolicy=\"no-referrer\"/><b>美联储利率决议今夜重磅来袭</b></p><p>美联储利率决议将于北京时间周四凌晨2:00公布，随后2:30鲍威尔将召开新闻发布会。本次议息结果悬念拉满，市场不再笃定美联储将大幅加息，加息25BP或不加息不确定性仍存。</p><p>据CME“美联储观察”，目前，美联储3月维持利率在4.50%-4.75%区间的概率降低至12.2%，加息25个基点至4.75%-5.00%区间的概率升至87.8%，加息50个基点的概率仍为0.0%。</p><p>有分析人士称，如果美联储在3月会议上最终选择不加息，投资者可能会更加恐慌，他们会立即开始猜测美联储等监管机构是否在隐藏什么更加重大的“雷”。<img src=\"https://static.tigerbbs.com/2f0f67d89e38483a22f28eab18fca8de\" tg-width=\"1311\" tg-height=\"788\" referrerpolicy=\"no-referrer\"/><b>盘前要闻</b></p><p><a href=\"https://laohu8.com/S/UBS\">瑞银</a>计划回购2028年3月到期、规模15亿欧元和2032年3月到期、规模12.5亿欧元的无抵押自救债券。</p><p>消息人士称，华尔街巨头们和美国官员正在探讨<a href=\"https://laohu8.com/S/FRC\">第一共和银行</a>获得美国政府支持的可能性。</p><p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>达摩院已在AI模型社区“魔搭”ModelScope上线了“文本生成视频大模型”，整体模型参数约17亿，目前只支持英文输入。</p><p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>CFO表示，公司非常有信心实现2023年的销售目标，同时称<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>没有进行收购的计划。<b>（蔚来盘前张超2%）</b></p><p><a href=\"https://laohu8.com/S/LI\">理想汽车</a>Rokid Max AR眼镜在理想商城首发上架，首发价2799元；支持理想L系列车型。</p><p><b>盘前行情</b></p><p>“妖股”<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>盘前暴涨48%，Q4销售额超预期，两年来首次盈利。</p><p><a href=\"https://laohu8.com/S/VORB\">维珍轨道</a>盘前暴涨80%，消息称<a href=\"https://laohu8.com/S/VORB\">维珍轨道</a>接近与德州风投Matthew Brown达成2亿美元的私募股权投资协议。</p><p><a href=\"https://laohu8.com/S/ZH\">知乎</a>盘前涨超3%，Q4营收11.14亿元，同比增加9.3%。</p><p>美国二手汽车电商平台Carvana盘前涨超29%，报道称公司启动了高达10亿美元债券的交换要约。</p><p>特朗普社媒壳公司DWAC盘前涨超2%，解聘CEO以引进新管理层。</p><p><a href=\"https://laohu8.com/S/WIMI\">微美全息</a>盘前涨超2%，布局基于IPFS的去中心化应用技术。</p><p><a href=\"https://laohu8.com/S/NIU\">小牛电动</a>盘前涨约2%，预计2023全年销量同比增长至多45%。</p><p><b>欧洲市场</b></p><p>欧洲主要股指普遍上涨，截至发稿，德国DAX30指数涨0.56%，法国CAC40涨0.37%。<img src=\"https://static.tigerbbs.com/052b8e7f7fc78a99e2e03aadda30f304\" tg-width=\"821\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/><b>原油</b></p><p>国际油价下跌，美油报69.43美元/桶，日内跌幅0.37%；布油现报75.12美元/桶，日内跌幅0.27%。</p><p>美原油震荡微跌，API数据显示，美国上周原油库存意外增加，表明燃料需求可能在减弱，令油价承压；而且油价面临前期震荡区间底部阻力压制。不过，OPEC+官员、对冲基金经理和石油市场参与者称最近的油价下跌是投机性的，并坚持认为需求增加将在未来几个月把油价推至更高的水平。市场对欧美银行业危机的担忧情绪回落，油价经过两个交易日的反弹后，下行压力有所缓解。</p><p><b>黄金</b></p><p>现货黄金日内涨0.19%，报1,944.95美元/盎司。</p><p>随着市场对欧美银行业担忧情绪的降温，美债收益率连续两个交易日大幅反弹，黄金的吸引力下降。市场预计美联储大概率会加息25个基点，但金价的进一步走势依赖于鲍威尔的所有表态及措辞。技术面来看，日线级别出现了一些顶部信号，投资者需要提防金价短线的进一步下行风险。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{"161125":"标普500","513500":"标普500ETF",".IXIC":"NASDAQ Composite","DXD":"道指两倍做空ETF",".SPX":"S&P 500 Index","OEX":"标普100","DDM":"道指两倍做多ETF","BK4534":"瑞士信贷持仓","IVV":"标普500指数ETF","DOG":"道指反向ETF","PSQ":"纳指反向ETF","ZH":"知乎","QLD":"纳指两倍做多ETF","UDOW":"道指三倍做多ETF-ProShares","BK4559":"巴菲特持仓","SSO":"两倍做多标普500ETF","GME":"游戏驿站","VORB":"维珍轨道","BK4588":"碎股","SPXU":"三倍做空标普500ETF","BK4581":"高盛持仓","SPY":"标普500ETF","BK4504":"桥水持仓",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107056724","content_text":"摘要：今夜屏息以待！美联储利率决议重磅揭晓；维珍轨道暴涨80%，接近达成2亿美元私募股权投资协议。3月22日，美股股指期货涨跌不一，道指期货涨0.01%，标普500指数跌0.10%，纳指期货跌0.24%。美联储利率决议今夜重磅来袭美联储利率决议将于北京时间周四凌晨2:00公布，随后2:30鲍威尔将召开新闻发布会。本次议息结果悬念拉满，市场不再笃定美联储将大幅加息，加息25BP或不加息不确定性仍存。据CME“美联储观察”，目前，美联储3月维持利率在4.50%-4.75%区间的概率降低至12.2%，加息25个基点至4.75%-5.00%区间的概率升至87.8%，加息50个基点的概率仍为0.0%。有分析人士称，如果美联储在3月会议上最终选择不加息，投资者可能会更加恐慌，他们会立即开始猜测美联储等监管机构是否在隐藏什么更加重大的“雷”。盘前要闻瑞银计划回购2028年3月到期、规模15亿欧元和2032年3月到期、规模12.5亿欧元的无抵押自救债券。消息人士称，华尔街巨头们和美国官员正在探讨第一共和银行获得美国政府支持的可能性。阿里巴巴达摩院已在AI模型社区“魔搭”ModelScope上线了“文本生成视频大模型”，整体模型参数约17亿，目前只支持英文输入。蔚来CFO表示，公司非常有信心实现2023年的销售目标，同时称蔚来没有进行收购的计划。（蔚来盘前张超2%）理想汽车Rokid Max AR眼镜在理想商城首发上架，首发价2799元；支持理想L系列车型。盘前行情“妖股”游戏驿站盘前暴涨48%，Q4销售额超预期，两年来首次盈利。维珍轨道盘前暴涨80%，消息称维珍轨道接近与德州风投Matthew Brown达成2亿美元的私募股权投资协议。知乎盘前涨超3%，Q4营收11.14亿元，同比增加9.3%。美国二手汽车电商平台Carvana盘前涨超29%，报道称公司启动了高达10亿美元债券的交换要约。特朗普社媒壳公司DWAC盘前涨超2%，解聘CEO以引进新管理层。微美全息盘前涨超2%，布局基于IPFS的去中心化应用技术。小牛电动盘前涨约2%，预计2023全年销量同比增长至多45%。欧洲市场欧洲主要股指普遍上涨，截至发稿，德国DAX30指数涨0.56%，法国CAC40涨0.37%。原油国际油价下跌，美油报69.43美元/桶，日内跌幅0.37%；布油现报75.12美元/桶，日内跌幅0.27%。美原油震荡微跌，API数据显示，美国上周原油库存意外增加，表明燃料需求可能在减弱，令油价承压；而且油价面临前期震荡区间底部阻力压制。不过，OPEC+官员、对冲基金经理和石油市场参与者称最近的油价下跌是投机性的，并坚持认为需求增加将在未来几个月把油价推至更高的水平。市场对欧美银行业危机的担忧情绪回落，油价经过两个交易日的反弹后，下行压力有所缓解。黄金现货黄金日内涨0.19%，报1,944.95美元/盎司。随着市场对欧美银行业担忧情绪的降温，美债收益率连续两个交易日大幅反弹，黄金的吸引力下降。市场预计美联储大概率会加息25个基点，但金价的进一步走势依赖于鲍威尔的所有表态及措辞。技术面来看，日线级别出现了一些顶部信号，投资者需要提防金价短线的进一步下行风险。","news_type":1},"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940785345,"gmtCreate":1678179055587,"gmtModify":1678179059620,"author":{"id":"3574583563331274","authorId":"3574583563331274","name":"blinkblink","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574583563331274","authorIdStr":"3574583563331274"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940785345","repostId":"627899388","repostType":1,"repost":{"id":627899388,"gmtCreate":1678177666146,"gmtModify":1678178031112,"author":{"id":"3549511400974067","authorId":"3549511400974067","name":"妙投新经济","avatar":"https://static.tigerbbs.com/29b110eb9d7346b6925062991d0d18cd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549511400974067","authorIdStr":"3549511400974067"},"themes":[],"title":"光伏上漲背後的最強邏輯，竟然是它！","htmlText":"出品｜妙投頭圖｜視覺中國&nbsp;3月6日，在硅料、電池片、組件等產品價格均走低的背景下，硅片價格卻逆勢上漲。3月3日晚間，隆基綠能公示硅片最新價格，單晶硅片P型M10報價6.5元/片，較此前上漲4%；P型M6 硅片報價5.61元/片，上漲3.89%。&nbsp;對於硅片價格上漲，隆基綠能相關負責人表示，“主要是石英坩堝的緊缺影響了硅片生產。”受該消息提振，石英坩堝概念股歐晶科技出現大漲。&nbsp;早在2023年2月9日，妙投就已經在「關鍵問答」中指出，光伏石英坩堝緊缺或將帶來投資機會。&nbsp;那麼石英坩堝短缺、漲價是哪些因素導致的？石英坩堝的短缺、漲價現象會維持多久？石英坩堝是否會限制2023年光伏產業的發展？石英坩堝產業鏈中，哪個環節更值得投資者關注？&nbsp;針對上述問題，當時妙投邀請到光伏行業的專家，爲投資者進行了答疑解惑，相信會對大家有幫助。&nbsp;目前，妙投的【關鍵回答】板塊，已經整理100+關於熱門話題的專家問答，現在私信我，回覆消息“0307”，即可解鎖全部內容！&nbsp;&nbsp;Q: 石英坩堝短缺、漲價是哪些因素導致的？&nbsp;A：商品短缺漲價基本都是供需失衡導致，漲價是市場對供應短缺的反映。&nbsp;石英坩堝是光伏硅片環節拉晶的容器，用於承載硅料和拉晶，拉出的硅棒經過切削就變成了硅片，拉晶對坩堝會造成不可逆的損耗。&nbsp;若是不及時替換，則會對拉晶造成負面影響，最終影響光伏組件的發電效率，所以石英坩堝是一種具備耗材屬性的設備，只要光伏硅片生產不停止，硅片環節對石英坩堝的需求就會一直存在。&nbsp;一般來說，一個拉晶爐每月都需要2個坩堝。&nbsp;在需求端，光伏近幾年持續擴產，對坩堝的需求持續上漲，特別是在近期上游硅料降價後硅片的產量出現明顯提升，需求整體呈現出一個穩定增長然後陡增的趨勢。&nbsp;另一方面，N型硅片的產","listText":"出品｜妙投頭圖｜視覺中國&nbsp;3月6日，在硅料、電池片、組件等產品價格均走低的背景下，硅片價格卻逆勢上漲。3月3日晚間，隆基綠能公示硅片最新價格，單晶硅片P型M10報價6.5元/片，較此前上漲4%；P型M6 硅片報價5.61元/片，上漲3.89%。&nbsp;對於硅片價格上漲，隆基綠能相關負責人表示，“主要是石英坩堝的緊缺影響了硅片生產。”受該消息提振，石英坩堝概念股歐晶科技出現大漲。&nbsp;早在2023年2月9日，妙投就已經在「關鍵問答」中指出，光伏石英坩堝緊缺或將帶來投資機會。&nbsp;那麼石英坩堝短缺、漲價是哪些因素導致的？石英坩堝的短缺、漲價現象會維持多久？石英坩堝是否會限制2023年光伏產業的發展？石英坩堝產業鏈中，哪個環節更值得投資者關注？&nbsp;針對上述問題，當時妙投邀請到光伏行業的專家，爲投資者進行了答疑解惑，相信會對大家有幫助。&nbsp;目前，妙投的【關鍵回答】板塊，已經整理100+關於熱門話題的專家問答，現在私信我，回覆消息“0307”，即可解鎖全部內容！&nbsp;&nbsp;Q: 石英坩堝短缺、漲價是哪些因素導致的？&nbsp;A：商品短缺漲價基本都是供需失衡導致，漲價是市場對供應短缺的反映。&nbsp;石英坩堝是光伏硅片環節拉晶的容器，用於承載硅料和拉晶，拉出的硅棒經過切削就變成了硅片，拉晶對坩堝會造成不可逆的損耗。&nbsp;若是不及時替換，則會對拉晶造成負面影響，最終影響光伏組件的發電效率，所以石英坩堝是一種具備耗材屬性的設備，只要光伏硅片生產不停止，硅片環節對石英坩堝的需求就會一直存在。&nbsp;一般來說，一個拉晶爐每月都需要2個坩堝。&nbsp;在需求端，光伏近幾年持續擴產，對坩堝的需求持續上漲，特別是在近期上游硅料降價後硅片的產量出現明顯提升，需求整體呈現出一個穩定增長然後陡增的趨勢。&nbsp;另一方面，N型硅片的產","text":"出品｜妙投頭圖｜視覺中國 3月6日，在硅料、電池片、組件等產品價格均走低的背景下，硅片價格卻逆勢上漲。3月3日晚間，隆基綠能公示硅片最新價格，單晶硅片P型M10報價6.5元/片，較此前上漲4%；P型M6 硅片報價5.61元/片，上漲3.89%。 對於硅片價格上漲，隆基綠能相關負責人表示，“主要是石英坩堝的緊缺影響了硅片生產。”受該消息提振，石英坩堝概念股歐晶科技出現大漲。 早在2023年2月9日，妙投就已經在「關鍵問答」中指出，光伏石英坩堝緊缺或將帶來投資機會。 那麼石英坩堝短缺、漲價是哪些因素導致的？石英坩堝的短缺、漲價現象會維持多久？石英坩堝是否會限制2023年光伏產業的發展？石英坩堝產業鏈中，哪個環節更值得投資者關注？ 針對上述問題，當時妙投邀請到光伏行業的專家，爲投資者進行了答疑解惑，相信會對大家有幫助。 目前，妙投的【關鍵回答】板塊，已經整理100+關於熱門話題的專家問答，現在私信我，回覆消息“0307”，即可解鎖全部內容！ Q: 石英坩堝短缺、漲價是哪些因素導致的？ A：商品短缺漲價基本都是供需失衡導致，漲價是市場對供應短缺的反映。 石英坩堝是光伏硅片環節拉晶的容器，用於承載硅料和拉晶，拉出的硅棒經過切削就變成了硅片，拉晶對坩堝會造成不可逆的損耗。 若是不及時替換，則會對拉晶造成負面影響，最終影響光伏組件的發電效率，所以石英坩堝是一種具備耗材屬性的設備，只要光伏硅片生產不停止，硅片環節對石英坩堝的需求就會一直存在。 一般來說，一個拉晶爐每月都需要2個坩堝。 在需求端，光伏近幾年持續擴產，對坩堝的需求持續上漲，特別是在近期上游硅料降價後硅片的產量出現明顯提升，需求整體呈現出一個穩定增長然後陡增的趨勢。 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創新工場是股東","htmlText":"雷遞網 雷建平 1月19日浙江中力機械股份有限公司（簡稱：“浙江中力”）日前預披露更新招股書，準備在上交所主板上市。浙江中力計劃募資13.36億元，其中，4.6億元用於年產30萬臺倉儲搬運設備及100萬套機械零部件加工、智能機器人制造項目（一期），2.75億元用於湖北中力機械有限公司電動叉車總裝生產線一期項目，2.35億元用於湖北中力鑄造有限公司電動叉車零部件鑄造一期項目，1.17億元用於摩弗智能（安吉）研究院項目，2.5億元用於償還銀行貸款及補充流動資金。年營收42億浙江中力是一家專注於電動叉車等機動工業車輛研發、生產和銷售的企業。公司深耕電動叉車領域十餘年，現已具備電動步行式倉儲叉車、電動平衡重乘駕式叉車等四大類、百餘種規格型號產品的研發與生產能力。浙江中力的產品應用於物流倉儲、電氣機械、食品飲料、電子商務、汽車製造、批發零售、石油化工等多個領域。招股書顯示，浙江中力2019年、2020年、2021年營收分別爲21.64億元、24.77億元、42億元；淨利分別爲1.5億元、2.22億元、3.54億元；扣非後淨利分別爲1.53億元、2.36億元、3.71億元。浙江中力2022年上半年營收爲23.76億元，淨利爲2.55億元，扣非後淨利爲2.57億元。創新工場是股東浙江中力的控股股東爲中力恆之，實際控制人爲何金輝。何金輝，1965年10月出生，中國國籍，擁有美國永久居留權。何金輝直接持有公司2.11%的股權，同時持有中力恆67%股權，系中力恆實際控制人，通過中力恆之控制公司55%的股權。何金輝還通過安吉中前移控制公司5.7%的股權、通過安吉中搬雲控制公司5.42%的股權、通過安吉中平衡控制公司3.24%的股權。綜上，實際控制人何金輝合計控制公司71.47%股權。湖州中提升持股爲5.3%，林德叉車持股爲4.67%，靖江道久、寧波欣燁分別持股爲3.28%，寧波順網強持股爲3.0","listText":"雷遞網 雷建平 1月19日浙江中力機械股份有限公司（簡稱：“浙江中力”）日前預披露更新招股書，準備在上交所主板上市。浙江中力計劃募資13.36億元，其中，4.6億元用於年產30萬臺倉儲搬運設備及100萬套機械零部件加工、智能機器人制造項目（一期），2.75億元用於湖北中力機械有限公司電動叉車總裝生產線一期項目，2.35億元用於湖北中力鑄造有限公司電動叉車零部件鑄造一期項目，1.17億元用於摩弗智能（安吉）研究院項目，2.5億元用於償還銀行貸款及補充流動資金。年營收42億浙江中力是一家專注於電動叉車等機動工業車輛研發、生產和銷售的企業。公司深耕電動叉車領域十餘年，現已具備電動步行式倉儲叉車、電動平衡重乘駕式叉車等四大類、百餘種規格型號產品的研發與生產能力。浙江中力的產品應用於物流倉儲、電氣機械、食品飲料、電子商務、汽車製造、批發零售、石油化工等多個領域。招股書顯示，浙江中力2019年、2020年、2021年營收分別爲21.64億元、24.77億元、42億元；淨利分別爲1.5億元、2.22億元、3.54億元；扣非後淨利分別爲1.53億元、2.36億元、3.71億元。浙江中力2022年上半年營收爲23.76億元，淨利爲2.55億元，扣非後淨利爲2.57億元。創新工場是股東浙江中力的控股股東爲中力恆之，實際控制人爲何金輝。何金輝，1965年10月出生，中國國籍，擁有美國永久居留權。何金輝直接持有公司2.11%的股權，同時持有中力恆67%股權，系中力恆實際控制人，通過中力恆之控制公司55%的股權。何金輝還通過安吉中前移控制公司5.7%的股權、通過安吉中搬雲控制公司5.42%的股權、通過安吉中平衡控制公司3.24%的股權。綜上，實際控制人何金輝合計控制公司71.47%股權。湖州中提升持股爲5.3%，林德叉車持股爲4.67%，靖江道久、寧波欣燁分別持股爲3.28%，寧波順網強持股爲3.0","text":"雷遞網 雷建平 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汽車板塊多股漲停","htmlText":"德邦科技：董事長協助調查一事發生於家中 對事件性質暫無法做出評估記者今日以投資者身份與德邦科技董事會辦公室取得聯繫，公司人士表示，董事長“協助監察機關調查”一事發生於家中，公司方面未在第一時間獲悉相關情況，有限的信息均來自董事長家屬，對於具體事由以及協助何部門調查並不清楚，公司亦對事件性質無法做出預判和評估。（財聯社）北京證券交易所申請“北證所”商標天眼查App顯示，11月9日，北京證券交易所有限責任公司申請註冊多個“北京證券交易所 BEIJING STOCK EXCHANGE”“北京證交所”“ 北證所”商標，國際分類包括通訊服務、教育娛樂等，目前商標狀態均爲申請中。（天眼查App）融創轉讓上海董家渡項目公司股權 中信信託及華融接盤工商資料顯示，融創日前已將其持有的泛海建設控股有限公司89.678%股權，轉讓給中信信託及蕪湖華融資本創譽投資中心，後者持股比例分別爲64.678%、25%，轉讓完成後，融創持股比例降至10.322%。據悉，泛海建設控股有限公司是融創於2019年1月從泛海控股收購而來，收購總對價爲148.87億元，該公司擁有上海董家渡項目和北京泛海國際項目1號地塊。（財聯社）海外最大中國股票基金加倉隆基綠能晨星最新數據顯示，海外最大中國股票基金一一摩根基金-中國A股機遇10月加倉隆基綠能，持股數量環比增幅爲7.4%，截至10月末，持股市值達9.80億元。同期，該基金減持了寧德時代、金山軟件、招商銀行、五糧液。（中國證券報）中鐵中基供應鏈集團有限公司、孟晨、岑鵬集資詐騙案一審宣判2022年11月30日上午，上海市第一中級人民法院（以下簡稱上海一中院）依法公開宣判被告單位中鐵中基供應鏈集團有限公司（以下簡稱中鐵中基集團）、被告人孟晨、岑鵬集資詐騙案，對中鐵中基集團以集資詐騙罪判處罰金人民幣一億元，對孟晨、岑鵬均以集資詐騙罪判處無期徒刑，剝奪政治權利終身，並處沒收個人","listText":"德邦科技：董事長協助調查一事發生於家中 對事件性質暫無法做出評估記者今日以投資者身份與德邦科技董事會辦公室取得聯繫，公司人士表示，董事長“協助監察機關調查”一事發生於家中，公司方面未在第一時間獲悉相關情況，有限的信息均來自董事長家屬，對於具體事由以及協助何部門調查並不清楚，公司亦對事件性質無法做出預判和評估。（財聯社）北京證券交易所申請“北證所”商標天眼查App顯示，11月9日，北京證券交易所有限責任公司申請註冊多個“北京證券交易所 BEIJING STOCK EXCHANGE”“北京證交所”“ 北證所”商標，國際分類包括通訊服務、教育娛樂等，目前商標狀態均爲申請中。（天眼查App）融創轉讓上海董家渡項目公司股權 中信信託及華融接盤工商資料顯示，融創日前已將其持有的泛海建設控股有限公司89.678%股權，轉讓給中信信託及蕪湖華融資本創譽投資中心，後者持股比例分別爲64.678%、25%，轉讓完成後，融創持股比例降至10.322%。據悉，泛海建設控股有限公司是融創於2019年1月從泛海控股收購而來，收購總對價爲148.87億元，該公司擁有上海董家渡項目和北京泛海國際項目1號地塊。（財聯社）海外最大中國股票基金加倉隆基綠能晨星最新數據顯示，海外最大中國股票基金一一摩根基金-中國A股機遇10月加倉隆基綠能，持股數量環比增幅爲7.4%，截至10月末，持股市值達9.80億元。同期，該基金減持了寧德時代、金山軟件、招商銀行、五糧液。（中國證券報）中鐵中基供應鏈集團有限公司、孟晨、岑鵬集資詐騙案一審宣判2022年11月30日上午，上海市第一中級人民法院（以下簡稱上海一中院）依法公開宣判被告單位中鐵中基供應鏈集團有限公司（以下簡稱中鐵中基集團）、被告人孟晨、岑鵬集資詐騙案，對中鐵中基集團以集資詐騙罪判處罰金人民幣一億元，對孟晨、岑鵬均以集資詐騙罪判處無期徒刑，剝奪政治權利終身，並處沒收個人","text":"德邦科技：董事長協助調查一事發生於家中 對事件性質暫無法做出評估記者今日以投資者身份與德邦科技董事會辦公室取得聯繫，公司人士表示，董事長“協助監察機關調查”一事發生於家中，公司方面未在第一時間獲悉相關情況，有限的信息均來自董事長家屬，對於具體事由以及協助何部門調查並不清楚，公司亦對事件性質無法做出預判和評估。（財聯社）北京證券交易所申請“北證所”商標天眼查App顯示，11月9日，北京證券交易所有限責任公司申請註冊多個“北京證券交易所 BEIJING STOCK EXCHANGE”“北京證交所”“ 北證所”商標，國際分類包括通訊服務、教育娛樂等，目前商標狀態均爲申請中。（天眼查App）融創轉讓上海董家渡項目公司股權 中信信託及華融接盤工商資料顯示，融創日前已將其持有的泛海建設控股有限公司89.678%股權，轉讓給中信信託及蕪湖華融資本創譽投資中心，後者持股比例分別爲64.678%、25%，轉讓完成後，融創持股比例降至10.322%。據悉，泛海建設控股有限公司是融創於2019年1月從泛海控股收購而來，收購總對價爲148.87億元，該公司擁有上海董家渡項目和北京泛海國際項目1號地塊。（財聯社）海外最大中國股票基金加倉隆基綠能晨星最新數據顯示，海外最大中國股票基金一一摩根基金-中國A股機遇10月加倉隆基綠能，持股數量環比增幅爲7.4%，截至10月末，持股市值達9.80億元。同期，該基金減持了寧德時代、金山軟件、招商銀行、五糧液。（中國證券報）中鐵中基供應鏈集團有限公司、孟晨、岑鵬集資詐騙案一審宣判2022年11月30日上午，上海市第一中級人民法院（以下簡稱上海一中院）依法公開宣判被告單位中鐵中基供應鏈集團有限公司（以下簡稱中鐵中基集團）、被告人孟晨、岑鵬集資詐騙案，對中鐵中基集團以集資詐騙罪判處罰金人民幣一億元，對孟晨、岑鵬均以集資詐騙罪判處無期徒刑，剝奪政治權利終身，並處沒收個人","images":[{"img":"https://static.tigerbbs.com/08eb7c54dacee952c55d470a20ebe2e5"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/620284844","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968874148,"gmtCreate":1669193711085,"gmtModify":1676538165370,"author":{"id":"3574583563331274","authorId":"3574583563331274","name":"blinkblink","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574583563331274","authorIdStr":"3574583563331274"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$ &nbsp;</a>🙏","listText":"<a href=\"https://ttm.financial/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$ &nbsp;</a>🙏","text":"$SEMBCORP MARINE LTD(S51.SI)$ 🙏","images":[{"img":"https://community-static.tradeup.com/news/fa821a3de12108ff5d7c01c5366175ba","width":"1228","height":"2194"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968874148","isVote":1,"tweetType":1,"viewCount":505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9960209436,"gmtCreate":1668157614926,"gmtModify":1676538022277,"author":{"id":"3574583563331274","authorId":"3574583563331274","name":"blinkblink","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574583563331274","authorIdStr":"3574583563331274"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960209436","repostId":"664401575","repostType":1,"repost":{"id":664401575,"gmtCreate":1668156838399,"gmtModify":1676538022139,"author":{"id":"4092535252602640","authorId":"4092535252602640","name":"AI财经社","avatar":"https://static.tigerbbs.com/fa4dc607d229196407db14c2a7f61545","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092535252602640","authorIdStr":"4092535252602640"},"themes":[],"title":"華爲在COP27大會上呼籲通過網絡演進使能綠色發展","htmlText":"引入可評估網絡能效的網絡碳排放強度（NCIe）指標【埃及沙姆沙伊赫，2022年11月10日】華爲北部非洲地區部執行副總裁王棟週四表示，ICT技術將使能行業數字化，激發創新並促進其他行業的綠色發展。王棟在聯合國氣候變化框架公約（UNFCCC）全球創新中心（UGIH）於埃及沙姆沙伊赫舉行的COP27大會期間做了上述發言。在談到所謂的“使能效應”時王棟表示，ICT正在“促進其他行業的綠色發展”。他說：“5G、人工智能、數據分析、雲計算等技術可以降低能耗和碳排放，改進工業流程。”他表示，ICT技術可以讓智能路燈在沒有人的時候自動關閉；同樣地，也可以讓5G無線基站在沒有數據流量的時候自動關閉，節省能源。基站需要電源，並裝有天線。在尼日利亞和安哥拉，華爲使用太陽能面板取代柴油發電機，因爲前者可以提供更清潔的能源。與此同時，華爲還推出了一款綠色5G天線，僅僅使用原來一半的傳輸功率即可覆蓋高達500米的區域，降低30%的能耗。全球可持續發展倡議組織（GeSI）首席執行官Luis Neves也在週四的會議上強調，數字化應該是氣候對話的核心。他表示：“如果把可持續發展思維與數字化結合起來，我認爲我們可以創造出一臺強大的機器來推動可持續發展議程，使全球百億人口更早過上健康生活。企業需要關注各自的碳足跡和碳手印。”爲此，包括華爲在內的國際電信聯盟電信標準化部門（ITU-T）成員提出了評估網絡能源使用的標準，即網絡碳排放強度指標（NCIe），並於10月19日獲得ITU-T批准，成爲Recommendation ITU-T L.1333標準。MTN集團首席可持續發展和企業事務官Nompilo Morafo表示，“可持續、可衡量的行動”是實現淨零目標的關鍵。她補充道：“在這一進程中，數字技術蘊含的特殊潛力能夠促進綠色能源生產，提升所有行業的能效。”主題爲“ICT for Green”的UNFCCC UG","listText":"引入可評估網絡能效的網絡碳排放強度（NCIe）指標【埃及沙姆沙伊赫，2022年11月10日】華爲北部非洲地區部執行副總裁王棟週四表示，ICT技術將使能行業數字化，激發創新並促進其他行業的綠色發展。王棟在聯合國氣候變化框架公約（UNFCCC）全球創新中心（UGIH）於埃及沙姆沙伊赫舉行的COP27大會期間做了上述發言。在談到所謂的“使能效應”時王棟表示，ICT正在“促進其他行業的綠色發展”。他說：“5G、人工智能、數據分析、雲計算等技術可以降低能耗和碳排放，改進工業流程。”他表示，ICT技術可以讓智能路燈在沒有人的時候自動關閉；同樣地，也可以讓5G無線基站在沒有數據流量的時候自動關閉，節省能源。基站需要電源，並裝有天線。在尼日利亞和安哥拉，華爲使用太陽能面板取代柴油發電機，因爲前者可以提供更清潔的能源。與此同時，華爲還推出了一款綠色5G天線，僅僅使用原來一半的傳輸功率即可覆蓋高達500米的區域，降低30%的能耗。全球可持續發展倡議組織（GeSI）首席執行官Luis Neves也在週四的會議上強調，數字化應該是氣候對話的核心。他表示：“如果把可持續發展思維與數字化結合起來，我認爲我們可以創造出一臺強大的機器來推動可持續發展議程，使全球百億人口更早過上健康生活。企業需要關注各自的碳足跡和碳手印。”爲此，包括華爲在內的國際電信聯盟電信標準化部門（ITU-T）成員提出了評估網絡能源使用的標準，即網絡碳排放強度指標（NCIe），並於10月19日獲得ITU-T批准，成爲Recommendation ITU-T L.1333標準。MTN集團首席可持續發展和企業事務官Nompilo Morafo表示，“可持續、可衡量的行動”是實現淨零目標的關鍵。她補充道：“在這一進程中，數字技術蘊含的特殊潛力能夠促進綠色能源生產，提升所有行業的能效。”主題爲“ICT for Green”的UNFCCC UG","text":"引入可評估網絡能效的網絡碳排放強度（NCIe）指標【埃及沙姆沙伊赫，2022年11月10日】華爲北部非洲地區部執行副總裁王棟週四表示，ICT技術將使能行業數字化，激發創新並促進其他行業的綠色發展。王棟在聯合國氣候變化框架公約（UNFCCC）全球創新中心（UGIH）於埃及沙姆沙伊赫舉行的COP27大會期間做了上述發言。在談到所謂的“使能效應”時王棟表示，ICT正在“促進其他行業的綠色發展”。他說：“5G、人工智能、數據分析、雲計算等技術可以降低能耗和碳排放，改進工業流程。”他表示，ICT技術可以讓智能路燈在沒有人的時候自動關閉；同樣地，也可以讓5G無線基站在沒有數據流量的時候自動關閉，節省能源。基站需要電源，並裝有天線。在尼日利亞和安哥拉，華爲使用太陽能面板取代柴油發電機，因爲前者可以提供更清潔的能源。與此同時，華爲還推出了一款綠色5G天線，僅僅使用原來一半的傳輸功率即可覆蓋高達500米的區域，降低30%的能耗。全球可持續發展倡議組織（GeSI）首席執行官Luis Neves也在週四的會議上強調，數字化應該是氣候對話的核心。他表示：“如果把可持續發展思維與數字化結合起來，我認爲我們可以創造出一臺強大的機器來推動可持續發展議程，使全球百億人口更早過上健康生活。企業需要關注各自的碳足跡和碳手印。”爲此，包括華爲在內的國際電信聯盟電信標準化部門（ITU-T）成員提出了評估網絡能源使用的標準，即網絡碳排放強度指標（NCIe），並於10月19日獲得ITU-T批准，成爲Recommendation ITU-T L.1333標準。MTN集團首席可持續發展和企業事務官Nompilo Morafo表示，“可持續、可衡量的行動”是實現淨零目標的關鍵。她補充道：“在這一進程中，數字技術蘊含的特殊潛力能夠促進綠色能源生產，提升所有行業的能效。”主題爲“ICT for Green”的UNFCCC UG","images":[{"img":"https://static.tigerbbs.com/3d6502a3e933c9a60a7656aa41910b13"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/664401575","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984183315,"gmtCreate":1667565831037,"gmtModify":1676537938374,"author":{"id":"3574583563331274","authorId":"3574583563331274","name":"blinkblink","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574583563331274","authorIdStr":"3574583563331274"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/579.SI\">$OCEANUS GROUP LIMITED(579.SI)$</a>👍","listText":"<a href=\"https://ttm.financial/S/579.SI\">$OCEANUS GROUP LIMITED(579.SI)$</a>👍","text":"$OCEANUS GROUP LIMITED(579.SI)$👍","images":[{"img":"https://community-static.tradeup.com/news/9ab2a23e354907c0761dc9bf123da7d2","width":"1228","height":"2298"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9984183315","isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9985393453,"gmtCreate":1667309713273,"gmtModify":1676537895544,"author":{"id":"3574583563331274","authorId":"3574583563331274","name":"blinkblink","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574583563331274","authorIdStr":"3574583563331274"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985393453","repostId":"665283669","repostType":1,"repost":{"id":665283669,"gmtCreate":1667303280000,"gmtModify":1676537895356,"author":{"id":"4107925732032840","authorId":"4107925732032840","name":"中国基金报","avatar":"https://static.tigerbbs.com/498a5e5426489a3835f596f93ba03b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107925732032840","authorIdStr":"4107925732032840"},"themes":[],"title":"五部門發文！這一產業，力爭“規模超3500億”","htmlText":"見習記者 &nbsp;駱吳將深刻改變人類的生產生活方式的VR（虛擬現實）技術，其產業發展戰略窗口期已經形成。四年後，我國VR產業總體規模有望超過3500億元，VR終端銷量超過2500萬臺，培育100傢俱有較強創新能力和行業影響力的骨幹企業。而在全國，江西省的VR產業發展特別突出，全省VR及相關產業營業收入由2018年的42億元快速增長至2021年的604億元，三年增長了13倍。2026年產業總體規模有望超過3500億元工信部11月1日公佈了《虛擬現實與行業應用融合發展行動計劃（2022—2026年）》，該行動計劃由工信部、教育部、文化和旅遊部、國家廣播電視總局、國家體育總局等五部門聯合發佈。方案稱，虛擬現實（含增強現實、混合現實）是新一代信息技術的重要前沿方向，是數字經濟的重大前瞻領域，將深刻改變人類的生產生活方式，產業發展戰略窗口期已然形成。按照該方案的規劃，發展目標是，一方面，到2026年，三維化、虛實融合沉浸影音關鍵技術重點突破，新一代適人化虛擬現實終端產品不斷豐富，產業生態進一步完善，虛擬現實在經濟社會重要行業領域實現規模化應用，形成若干具有較強國際競爭力的骨幹企業和產業集羣，打造技術、產品、服務和應用共同繁榮的產業發展格局。另一方面，產業生態持續完善。到2026年，我國虛擬現實產業總體規模（含相關硬件、軟件、應用等）超過3500億元，虛擬現實終端銷量超過2500萬臺，培育100傢俱有較強創新能力和行業影響力的骨幹企業，打造10個具有區域影響力、引領虛擬現實生態發展的集聚區，建成10個產業公共服務平臺。爲此，將重點推進關鍵技術融合創新圍繞近眼顯示、渲染處理、感知交互、網絡傳輸、內容生產、壓縮編碼、安全可信等關鍵細分領域，做優“虛擬現實+”內生能力，強化虛擬現實與5G、人工智能、大數據、雲計算、區塊鏈、數字孿生等新一代信息技術的深度融合，疊加“虛擬現實+”賦能能力。推","listText":"見習記者 &nbsp;駱吳將深刻改變人類的生產生活方式的VR（虛擬現實）技術，其產業發展戰略窗口期已經形成。四年後，我國VR產業總體規模有望超過3500億元，VR終端銷量超過2500萬臺，培育100傢俱有較強創新能力和行業影響力的骨幹企業。而在全國，江西省的VR產業發展特別突出，全省VR及相關產業營業收入由2018年的42億元快速增長至2021年的604億元，三年增長了13倍。2026年產業總體規模有望超過3500億元工信部11月1日公佈了《虛擬現實與行業應用融合發展行動計劃（2022—2026年）》，該行動計劃由工信部、教育部、文化和旅遊部、國家廣播電視總局、國家體育總局等五部門聯合發佈。方案稱，虛擬現實（含增強現實、混合現實）是新一代信息技術的重要前沿方向，是數字經濟的重大前瞻領域，將深刻改變人類的生產生活方式，產業發展戰略窗口期已然形成。按照該方案的規劃，發展目標是，一方面，到2026年，三維化、虛實融合沉浸影音關鍵技術重點突破，新一代適人化虛擬現實終端產品不斷豐富，產業生態進一步完善，虛擬現實在經濟社會重要行業領域實現規模化應用，形成若干具有較強國際競爭力的骨幹企業和產業集羣，打造技術、產品、服務和應用共同繁榮的產業發展格局。另一方面，產業生態持續完善。到2026年，我國虛擬現實產業總體規模（含相關硬件、軟件、應用等）超過3500億元，虛擬現實終端銷量超過2500萬臺，培育100傢俱有較強創新能力和行業影響力的骨幹企業，打造10個具有區域影響力、引領虛擬現實生態發展的集聚區，建成10個產業公共服務平臺。爲此，將重點推進關鍵技術融合創新圍繞近眼顯示、渲染處理、感知交互、網絡傳輸、內容生產、壓縮編碼、安全可信等關鍵細分領域，做優“虛擬現實+”內生能力，強化虛擬現實與5G、人工智能、大數據、雲計算、區塊鏈、數字孿生等新一代信息技術的深度融合，疊加“虛擬現實+”賦能能力。推","text":"見習記者 駱吳將深刻改變人類的生產生活方式的VR（虛擬現實）技術，其產業發展戰略窗口期已經形成。四年後，我國VR產業總體規模有望超過3500億元，VR終端銷量超過2500萬臺，培育100傢俱有較強創新能力和行業影響力的骨幹企業。而在全國，江西省的VR產業發展特別突出，全省VR及相關產業營業收入由2018年的42億元快速增長至2021年的604億元，三年增長了13倍。2026年產業總體規模有望超過3500億元工信部11月1日公佈了《虛擬現實與行業應用融合發展行動計劃（2022—2026年）》，該行動計劃由工信部、教育部、文化和旅遊部、國家廣播電視總局、國家體育總局等五部門聯合發佈。方案稱，虛擬現實（含增強現實、混合現實）是新一代信息技術的重要前沿方向，是數字經濟的重大前瞻領域，將深刻改變人類的生產生活方式，產業發展戰略窗口期已然形成。按照該方案的規劃，發展目標是，一方面，到2026年，三維化、虛實融合沉浸影音關鍵技術重點突破，新一代適人化虛擬現實終端產品不斷豐富，產業生態進一步完善，虛擬現實在經濟社會重要行業領域實現規模化應用，形成若干具有較強國際競爭力的骨幹企業和產業集羣，打造技術、產品、服務和應用共同繁榮的產業發展格局。另一方面，產業生態持續完善。到2026年，我國虛擬現實產業總體規模（含相關硬件、軟件、應用等）超過3500億元，虛擬現實終端銷量超過2500萬臺，培育100傢俱有較強創新能力和行業影響力的骨幹企業，打造10個具有區域影響力、引領虛擬現實生態發展的集聚區，建成10個產業公共服務平臺。爲此，將重點推進關鍵技術融合創新圍繞近眼顯示、渲染處理、感知交互、網絡傳輸、內容生產、壓縮編碼、安全可信等關鍵細分領域，做優“虛擬現實+”內生能力，強化虛擬現實與5G、人工智能、大數據、雲計算、區塊鏈、數字孿生等新一代信息技術的深度融合，疊加“虛擬現實+”賦能能力。推","images":[{"img":"https://static.tigerbbs.com/5b980aec62924df8906684c78773966e","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/c4561c98ce4942aebb3e9bbe0b427940","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/a33ed7a542e34b8895d1b41bb02b6981","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/665283669","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986468165,"gmtCreate":1667005124158,"gmtModify":1676537847603,"author":{"id":"3574583563331274","authorId":"3574583563331274","name":"blinkblink","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574583563331274","authorIdStr":"3574583563331274"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/U\">$Unity Software Inc.(U)$</a>😭","listText":"<a href=\"https://ttm.financial/S/U\">$Unity Software Inc.(U)$</a>😭","text":"$Unity Software Inc.(U)$😭","images":[{"img":"https://community-static.tradeup.com/news/9d8ecb7958715c9e910c3b10b2123651","width":"1228","height":"2183"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9986468165","isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9988597524,"gmtCreate":1666782307968,"gmtModify":1676537805451,"author":{"id":"3574583563331274","authorId":"3574583563331274","name":"blinkblink","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574583563331274","authorIdStr":"3574583563331274"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9988597524","repostId":"662758907","repostType":1,"repost":{"id":662758907,"gmtCreate":1666779394000,"gmtModify":1676537805196,"author":{"id":"3577852034187700","authorId":"3577852034187700","name":"经济观察报","avatar":"https://static.tigerbbs.com/f64ac2aa784ef0f271ddeb45c7dc72bc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577852034187700","authorIdStr":"3577852034187700"},"themes":[],"title":"持有人對部分頂流基金經理“越跌越買” 傅鵬博、楊銳文、葛蘭操盤曝光","htmlText":"經濟觀察網 記者 洪小棠&nbsp;10月26日，包括傅鵬博、楊銳文、葛蘭等多位明星基金經理所管理的基金三季報出爐。 從三季報綜合來看，即便三季度權益基金表現不佳，但持有人對部分頂流基金經理卻呈現出“越跌越買”的態勢。 不過從基金經理倉位變化來看，部分基金經理對股票倉位進行了微降調整。此外，基金經理普遍看好對新能源、光伏、醫藥等板塊。 傅鵬博加倉新能源 報告期內，睿遠基金副總經理、基金經理傅鵬博管理的睿遠成長價值混合合計規模爲271.95億元，較二季度末減少52.93億元。 記者發現，雖然該基金三季度爲持有人虧損55.99億元，但持有人卻呈現出“越跌越買”的態勢，睿遠成長價值混合份額不降反升，三季度末基金份額爲184.56億份，較二季度末增加1.89億份。 根據睿遠成長價值混合三季報顯示，報告期內，該基金股票倉位爲91.41%，較二季度末略微下降，但仍然保持高倉位運作。該基金前十大重倉股佔基金資產淨值比爲50.79%，持股集中度進一步提高，環比增加5.23個百分點。 從具體的重倉持股來看，睿遠成長價值混合將寧德時代、金博股份、廣匯能源進一步加倉，成爲了該基金的新晉重倉股，同時吉利汽車、沃森生物、國瓷材料退出了基金前十大重倉股之列。 對於上述調倉，傅鵬博表示，三季度組合與年中相比，前十大品種和排序有了變化，表現相對較好的是電信運營商及煤炭資源股，而與光伏相關的公司以及估值相對較低的化工公司防禦能力較好，其餘重倉股跌幅較大。從重倉股持倉量看，對於跌幅較大的新能源和光伏板塊，我們逆勢增加了持有。 “對於前三季度跌幅居前的醫藥板塊，基金在疫苗、創新藥、慢病治療等子板塊都有佈局，個股持有周期相對較長。對於新能源板塊出現的技術迭代、競爭格局變化、公司核心壁壘的消長，團隊會保持緊密跟蹤。”傅鵬博表示。 楊銳文致歉 同樣管理着超百億規模的景順長城基金經理楊銳文，對於今年以來的業績表現其在三","listText":"經濟觀察網 記者 洪小棠&nbsp;10月26日，包括傅鵬博、楊銳文、葛蘭等多位明星基金經理所管理的基金三季報出爐。 從三季報綜合來看，即便三季度權益基金表現不佳，但持有人對部分頂流基金經理卻呈現出“越跌越買”的態勢。 不過從基金經理倉位變化來看，部分基金經理對股票倉位進行了微降調整。此外，基金經理普遍看好對新能源、光伏、醫藥等板塊。 傅鵬博加倉新能源 報告期內，睿遠基金副總經理、基金經理傅鵬博管理的睿遠成長價值混合合計規模爲271.95億元，較二季度末減少52.93億元。 記者發現，雖然該基金三季度爲持有人虧損55.99億元，但持有人卻呈現出“越跌越買”的態勢，睿遠成長價值混合份額不降反升，三季度末基金份額爲184.56億份，較二季度末增加1.89億份。 根據睿遠成長價值混合三季報顯示，報告期內，該基金股票倉位爲91.41%，較二季度末略微下降，但仍然保持高倉位運作。該基金前十大重倉股佔基金資產淨值比爲50.79%，持股集中度進一步提高，環比增加5.23個百分點。 從具體的重倉持股來看，睿遠成長價值混合將寧德時代、金博股份、廣匯能源進一步加倉，成爲了該基金的新晉重倉股，同時吉利汽車、沃森生物、國瓷材料退出了基金前十大重倉股之列。 對於上述調倉，傅鵬博表示，三季度組合與年中相比，前十大品種和排序有了變化，表現相對較好的是電信運營商及煤炭資源股，而與光伏相關的公司以及估值相對較低的化工公司防禦能力較好，其餘重倉股跌幅較大。從重倉股持倉量看，對於跌幅較大的新能源和光伏板塊，我們逆勢增加了持有。 “對於前三季度跌幅居前的醫藥板塊，基金在疫苗、創新藥、慢病治療等子板塊都有佈局，個股持有周期相對較長。對於新能源板塊出現的技術迭代、競爭格局變化、公司核心壁壘的消長，團隊會保持緊密跟蹤。”傅鵬博表示。 楊銳文致歉 同樣管理着超百億規模的景順長城基金經理楊銳文，對於今年以來的業績表現其在三","text":"經濟觀察網 記者 洪小棠 10月26日，包括傅鵬博、楊銳文、葛蘭等多位明星基金經理所管理的基金三季報出爐。 從三季報綜合來看，即便三季度權益基金表現不佳，但持有人對部分頂流基金經理卻呈現出“越跌越買”的態勢。 不過從基金經理倉位變化來看，部分基金經理對股票倉位進行了微降調整。此外，基金經理普遍看好對新能源、光伏、醫藥等板塊。 傅鵬博加倉新能源 報告期內，睿遠基金副總經理、基金經理傅鵬博管理的睿遠成長價值混合合計規模爲271.95億元，較二季度末減少52.93億元。 記者發現，雖然該基金三季度爲持有人虧損55.99億元，但持有人卻呈現出“越跌越買”的態勢，睿遠成長價值混合份額不降反升，三季度末基金份額爲184.56億份，較二季度末增加1.89億份。 根據睿遠成長價值混合三季報顯示，報告期內，該基金股票倉位爲91.41%，較二季度末略微下降，但仍然保持高倉位運作。該基金前十大重倉股佔基金資產淨值比爲50.79%，持股集中度進一步提高，環比增加5.23個百分點。 從具體的重倉持股來看，睿遠成長價值混合將寧德時代、金博股份、廣匯能源進一步加倉，成爲了該基金的新晉重倉股，同時吉利汽車、沃森生物、國瓷材料退出了基金前十大重倉股之列。 對於上述調倉，傅鵬博表示，三季度組合與年中相比，前十大品種和排序有了變化，表現相對較好的是電信運營商及煤炭資源股，而與光伏相關的公司以及估值相對較低的化工公司防禦能力較好，其餘重倉股跌幅較大。從重倉股持倉量看，對於跌幅較大的新能源和光伏板塊，我們逆勢增加了持有。 “對於前三季度跌幅居前的醫藥板塊，基金在疫苗、創新藥、慢病治療等子板塊都有佈局，個股持有周期相對較長。對於新能源板塊出現的技術迭代、競爭格局變化、公司核心壁壘的消長，團隊會保持緊密跟蹤。”傅鵬博表示。 楊銳文致歉 同樣管理着超百億規模的景順長城基金經理楊銳文，對於今年以來的業績表現其在三","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/662758907","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981044057,"gmtCreate":1666358769579,"gmtModify":1676537746381,"author":{"id":"3574583563331274","authorId":"3574583563331274","name":"blinkblink","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574583563331274","authorIdStr":"3574583563331274"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/U\">$Unity Software Inc.(U)$</a>😭","listText":"<a href=\"https://ttm.financial/S/U\">$Unity Software Inc.(U)$</a>😭","text":"$Unity Software Inc.(U)$😭","images":[{"img":"https://community-static.tradeup.com/news/cdd7d26150a90276fd5326aeae2a0e3f","width":"1228","height":"2183"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981044057","isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9989678799,"gmtCreate":1666004726612,"gmtModify":1676537690746,"author":{"id":"3574583563331274","authorId":"3574583563331274","name":"blinkblink","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574583563331274","authorIdStr":"3574583563331274"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989678799","repostId":"666762925","repostType":1,"repost":{"id":666762925,"gmtCreate":1666003293387,"gmtModify":1676537690593,"author":{"id":"3527667586584720","authorId":"3527667586584720","name":"小虎综合资讯","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667586584720","authorIdStr":"3527667586584720"},"themes":[],"title":"紐約梅隆銀行Q3營收43億美元，超過預期","htmlText":"紐約梅隆銀行2022年Q3 營收（億美元）：43，預期：41.97，前值：40.35。Q3 EPS：$0.39，預期：$1.09，前值：$1.04。","listText":"紐約梅隆銀行2022年Q3 營收（億美元）：43，預期：41.97，前值：40.35。Q3 EPS：$0.39，預期：$1.09，前值：$1.04。","text":"紐約梅隆銀行2022年Q3 營收（億美元）：43，預期：41.97，前值：40.35。Q3 EPS：$0.39，預期：$1.09，前值：$1.04。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/666762925","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989315710,"gmtCreate":1665905174530,"gmtModify":1676537678277,"author":{"id":"3574583563331274","authorId":"3574583563331274","name":"blinkblink","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574583563331274","authorIdStr":"3574583563331274"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/U\">$Unity Software Inc.(U)$</a>👍👍","listText":"<a href=\"https://ttm.financial/S/U\">$Unity Software Inc.(U)$</a>👍👍","text":"$Unity Software Inc.(U)$👍👍","images":[{"img":"https://community-static.tradeup.com/news/79b9dbe1a31c52c9de56f7220b7027a2","width":"1228","height":"2183"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/9989315710","isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9980377270,"gmtCreate":1665667343490,"gmtModify":1676537645609,"author":{"id":"3574583563331274","authorId":"3574583563331274","name":"blinkblink","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574583563331274","authorIdStr":"3574583563331274"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/U\">$Unity Software Inc.(U)$</a>😭😭","listText":"<a href=\"https://ttm.financial/S/U\">$Unity Software Inc.(U)$</a>😭😭","text":"$Unity Software Inc.(U)$😭😭","images":[{"img":"https://community-static.tradeup.com/news/e530029dfe329273a6574f0c0a6990f4","width":"1228","height":"2288"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980377270","isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9994104915,"gmtCreate":1661570511140,"gmtModify":1676536544295,"author":{"id":"3574583563331274","authorId":"3574583563331274","name":"blinkblink","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574583563331274","authorIdStr":"3574583563331274"},"themes":[],"htmlText":"Ok//<a href=\"https://laohu8.com/U/3575196385895354\">@Cedric77</a>:Nit only 2 stocks.&nbsp;No Brainer. Just buy S&amp;P500, the 3&nbsp;Spore Banks Stock,BoA and Citibank and EVs. Stock and Semicon stocks.Anyone can stay invested for&nbsp;20 years,assuming DCA for every dipped and correction, minus&nbsp;the Dividend collected and the the&nbsp;Capital Gains over the 20 years will highly emerge a sure Winner if and only if he/she overcome the fear of selling when market is Red and rich enough not to use this money! Lol...i find myself so silly to share this.","listText":"Ok//<a href=\"https://laohu8.com/U/3575196385895354\">@Cedric77</a>:Nit only 2 stocks.&nbsp;No Brainer. Just buy S&amp;P500, the 3&nbsp;Spore Banks Stock,BoA and Citibank and EVs. Stock and Semicon stocks.Anyone can stay invested for&nbsp;20 years,assuming DCA for every dipped and correction, minus&nbsp;the Dividend collected and the the&nbsp;Capital Gains over the 20 years will highly emerge a sure Winner if and only if he/she overcome the fear of selling when market is Red and rich enough not to use this money! Lol...i find myself so silly to share this.","text":"Ok//@Cedric77:Nit only 2 stocks. No Brainer. Just buy S&P500, the 3 Spore Banks Stock,BoA and Citibank and EVs. Stock and Semicon stocks.Anyone can stay invested for 20 years,assuming DCA for every dipped and correction, minus the Dividend collected and the the Capital Gains over the 20 years will highly emerge a sure Winner if and only if he/she overcome the fear of selling when market is Red and rich enough not to use this money! Lol...i find myself so silly to share this.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":20,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9994104915","repostId":"2262959010","repostType":4,"repost":{"id":"2262959010","kind":"highlight","pubTimestamp":1661527539,"share":"https://ttm.financial/m/news/2262959010?lang=&edition=fundamental","pubTime":"2022-08-26 23:25","market":"us","language":"en","title":"2 Stocks to Hold for the Next 20 Years","url":"https://stock-news.laohu8.com/highlight/detail?id=2262959010","media":"Motley Fool","summary":"You can hold onto these standout growth stocks for decades to come.","content":"<html><head></head><body><p>Even with the S&amp;P 500 down 11% in 2022, there is still no better vehicle for creating wealth than investing in stocks. While one asset class or another might outperform stocks over short periods of time -- gold, for example, is down less than 5% year to date -- the long-term results prove that if you want to accumulate large amounts of wealth, investing in stocks is the way to go.</p><p><b>Deutsche Bank</b> found that over the past 100 years, equities beat out gold by 5.6% per year, housing prices by 6.6%, Treasuries by 6.8%, and oil by 8.4% per year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/252a9aaaf023b7409ed4e628cfe71cda\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><p>There have been only two decades in which stocks have had negative returns: the Great Depression of the 1930s and again in the 2000s, when a combination of the Tech Wreck, 9/11, and the housing bubble bursting all conspired to sink the market, causing negative returns of 0.5% and 0.9%, respectively.</p><p>It&#39;s clear that for investors wanting the best chance at a comfortable retirement, investing in stocks and staying in the market for the long haul is the correct strategy. Here are two stocks you can consider holding for the next 20 years.</p><h2>Disney</h2><p>Ignore the big boost in subscriptions that <b>Walt Disney</b> just recorded to beat out <b>Netflix</b> and become the biggest streaming service. We might have reached peak streaming, and Disney is already revising how big it thinks it can grow over the next few years. It reduced the number of global subscribers it thinks it will have across its streaming services by the end of fiscal 2024 from a range of 230 million to 260 million to between 215 million and 245 million.</p><p>We might see consolidation occur in streaming, which could still result in Disney being on top, but there&#39;s obviously more to the entertainment giant than streaming. Its theme parks are rolling along, with revenue soaring 70% in its fiscal third quarter to $7.4 billion, while operating income surged from $356 million to $2.2 billion. While its movie studio isn&#39;t making the same level of blockbuster films these days, it&#39;s still producing handsome profits.</p><p>There&#39;s nothing to suggest the synergies Disney realizes from each of its business arms won&#39;t keep feeding each other for years or even decades to come.</p><p>Wall Street expects Disney to grow earnings at a rate of 38% each year for the next five years and to grow revenue by 40% to $118 billion by the end of 2026. It&#39;s a flywheel business in which one division&#39;s success feeds greater wins in other segments in a positive feedback loop, making Disney&#39;s growth look effortless.</p><h2>Dollar General</h2><p>There are times when events cause a company to come into its own, and the inflationary era we&#39;re going through now is just such a period for <b>Dollar General</b>, the deep-discounting superstar that&#39;s hitting its stride with consumers.</p><p>Dollar General enables shoppers to stretch their budgets, and because it long ago made necessary investments in consumables -- including refrigerated and frozen foods and fresh produce -- customers are able to easily change their shopping habits.</p><p>In the fiscal first quarter, the deep discounter, like most other retailers, ran into supply chain headwinds, which led to a negligible decline in same-store sales. But the winning category was consumables, which saw a 9.1% jump in sales when every other category was down.</p><p>We saw this one time before, during the 2008 financial crisis, when consumers were forced to go downmarket to buy goods, and what happened afterward was that they didn&#39;t go back. They liked what they saw at the dollar chains and continued shopping there.</p><p>Despite the dip this past quarter, Dollar General is looking for better than 10% sales growth for the year and raised its comps guidance to a range of 3% to 3.5% from its previous forecast of 2.5% growth. It also expects to add 1,100 new stores this year.</p><p>The consumables business gets consumers returning again and again and spending, on average, a bit more. There&#39;s no time when saving money is not good, but it will particularly resonate with shoppers now. Dollar General is a business that can keep expanding for the next 20 years or more.</p></body></html>","source":"fool_stock","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>2 Stocks to Hold for the Next 20 Years</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\">\n2 Stocks to Hold for the Next 20 Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-26 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/25/2-stocks-to-hold-for-the-next-20-years/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Even with the S&P 500 down 11% in 2022, there is still no better vehicle for creating wealth than investing in stocks. While one asset class or another might outperform stocks over short periods of ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/25/2-stocks-to-hold-for-the-next-20-years/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼","DG":"美国达乐公司"},"source_url":"https://www.fool.com/investing/2022/08/25/2-stocks-to-hold-for-the-next-20-years/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2262959010","content_text":"Even with the S&P 500 down 11% in 2022, there is still no better vehicle for creating wealth than investing in stocks. While one asset class or another might outperform stocks over short periods of time -- gold, for example, is down less than 5% year to date -- the long-term results prove that if you want to accumulate large amounts of wealth, investing in stocks is the way to go.Deutsche Bank found that over the past 100 years, equities beat out gold by 5.6% per year, housing prices by 6.6%, Treasuries by 6.8%, and oil by 8.4% per year.Image source: Getty Images.There have been only two decades in which stocks have had negative returns: the Great Depression of the 1930s and again in the 2000s, when a combination of the Tech Wreck, 9/11, and the housing bubble bursting all conspired to sink the market, causing negative returns of 0.5% and 0.9%, respectively.It's clear that for investors wanting the best chance at a comfortable retirement, investing in stocks and staying in the market for the long haul is the correct strategy. Here are two stocks you can consider holding for the next 20 years.DisneyIgnore the big boost in subscriptions that Walt Disney just recorded to beat out Netflix and become the biggest streaming service. We might have reached peak streaming, and Disney is already revising how big it thinks it can grow over the next few years. It reduced the number of global subscribers it thinks it will have across its streaming services by the end of fiscal 2024 from a range of 230 million to 260 million to between 215 million and 245 million.We might see consolidation occur in streaming, which could still result in Disney being on top, but there's obviously more to the entertainment giant than streaming. Its theme parks are rolling along, with revenue soaring 70% in its fiscal third quarter to $7.4 billion, while operating income surged from $356 million to $2.2 billion. While its movie studio isn't making the same level of blockbuster films these days, it's still producing handsome profits.There's nothing to suggest the synergies Disney realizes from each of its business arms won't keep feeding each other for years or even decades to come.Wall Street expects Disney to grow earnings at a rate of 38% each year for the next five years and to grow revenue by 40% to $118 billion by the end of 2026. It's a flywheel business in which one division's success feeds greater wins in other segments in a positive feedback loop, making Disney's growth look effortless.Dollar GeneralThere are times when events cause a company to come into its own, and the inflationary era we're going through now is just such a period for Dollar General, the deep-discounting superstar that's hitting its stride with consumers.Dollar General enables shoppers to stretch their budgets, and because it long ago made necessary investments in consumables -- including refrigerated and frozen foods and fresh produce -- customers are able to easily change their shopping habits.In the fiscal first quarter, the deep discounter, like most other retailers, ran into supply chain headwinds, which led to a negligible decline in same-store sales. But the winning category was consumables, which saw a 9.1% jump in sales when every other category was down.We saw this one time before, during the 2008 financial crisis, when consumers were forced to go downmarket to buy goods, and what happened afterward was that they didn't go back. They liked what they saw at the dollar chains and continued shopping there.Despite the dip this past quarter, Dollar General is looking for better than 10% sales growth for the year and raised its comps guidance to a range of 3% to 3.5% from its previous forecast of 2.5% growth. It also expects to add 1,100 new stores this year.The consumables business gets consumers returning again and again and spending, on average, a bit more. There's no time when saving money is not good, but it will particularly resonate with shoppers now. Dollar General is a business that can keep expanding for the next 20 years or more.","news_type":1},"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913770197,"gmtCreate":1664077396919,"gmtModify":1676537387256,"author":{"id":"3574583563331274","authorId":"3574583563331274","name":"blinkblink","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574583563331274","authorIdStr":"3574583563331274"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$</a>😭","listText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$</a>😭","text":"$PING 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ETF(METV)$</a>😭😭","text":"$Roundhill Ball Metaverse ETF(METV)$😭😭","images":[{"img":"https://community-static.tradeup.com/news/daa330bac5012e25b4659b06f5a4eab5","width":"1228","height":"2183"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059116115","isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9999573071,"gmtCreate":1660563601595,"gmtModify":1676534845477,"author":{"id":"3574583563331274","authorId":"3574583563331274","name":"blinkblink","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574583563331274","authorIdStr":"3574583563331274"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/1B0.SI\">$MM2 ASIA LTD.(1B0.SI)$</a>&nbsp;buy low","listText":"<a href=\"https://ttm.financial/S/1B0.SI\">$MM2 ASIA LTD.(1B0.SI)$</a>&nbsp;buy low","text":"$MM2 ASIA LTD.(1B0.SI)$ buy low","images":[{"img":"https://community-static.tradeup.com/news/e2e17f3ab1fef97637eb07970c9e690e","width":"1228","height":"2183"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999573071","isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9042582730,"gmtCreate":1656499515220,"gmtModify":1676535840955,"author":{"id":"3574583563331274","authorId":"3574583563331274","name":"blinkblink","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574583563331274","authorIdStr":"3574583563331274"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042582730","repostId":"2247335031","repostType":4,"repost":{"id":"2247335031","kind":"highlight","pubTimestamp":1656515616,"share":"https://ttm.financial/m/news/2247335031?lang=&edition=fundamental","pubTime":"2022-06-29 23:13","market":"hk","language":"en","title":"Alibaba: 5 Reasons To Buy, 2 Reasons To Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=2247335031","media":"Seekingalpha","summary":"IntroductionAlibaba (NYSE:BABA) (OTCPK:BABAF) is one of the most contentious holdings in my portfoli","content":"<html><head></head><body><h2>Introduction</h2><p>Alibaba (NYSE:BABA) (OTCPK:BABAF) is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most contentious holdings in my portfolio. For starters, Alibaba is the only Chinese stock I own [having initiated a small position in mid-November 2021]. Secondly, I believe that Alibaba&#39;s stock is ridiculously cheap based on its business fundamentals. However, I am still not entirely convinced about this investment due to macroeconomic and regulatory headwinds in China. The consensus noise in broader investment media is very bearish for Chinese tech stocks, and I don&#39;t think the sentiment will improve anytime soon.</p><p>After analyzing Alibaba&#39;s Q4 numbers, I performed an exercise to nail down the bullish and bearish arguments for a long-term investment in Alibaba. In today&#39;s note, we will be discussing five reasons to buy and two reasons to sell Alibaba&#39;s stock at current levels. Here we go.</p><h2>5 Reasons To Buy Alibaba</h2><ul><li><b>Solid Business Fundamentals</b></li></ul><p>In Q4, Alibaba reported an earnings miss; however, revenue came in stronger-than-expected at $32.1B (vs. analyst estimates of ~$31B). As you may know, the Chinese economy is still suffering from draconian lockdowns, inflation, and slowing consumer demand. Despite all the noise around its business, Alibaba&#39;s fundamentals remain robust. After experiencing a pull forward in demand during the first wave of COVID, the fact that Alibaba is still growing its revenues is heartening. With inflation causing intense margin pressures, Alibaba&#39;s gross and operating margins declined considerably in Q4; however, these numbers are still very healthy. As the Chinese economy opens up and resumes growth, I think Alibaba&#39;s revenues and margins will start expanding once again.</p><p></p><p><img src=\"https://static.tigerbbs.com/35f832b08e66d361bbb5c51f7355f977\" tg-width=\"640\" tg-height=\"460\" referrerpolicy=\"no-referrer\"/></p><p>YCharts</p><p>In recent quarters, Alibaba&#39;s margins have come under pressure, which in turn has led to compression in free cash flow generation. For Q4, Alibaba reported a negative free cash flow of -$1.18B; however, if you look at historical trends, Alibaba has burnt cash in Q4 for the last three years, and this year&#39;s burn is the smallest. At the end of the day, Alibaba is still a free cash flow machine.</p><p></p><p><img src=\"https://static.tigerbbs.com/b4b8f7d033c114324988b2dc1f3407c8\" tg-width=\"640\" tg-height=\"413\" referrerpolicy=\"no-referrer\"/></p><p>YCharts</p><p>With roughly $50B of net cash, Alibaba has little to no liquidity or bankruptcy risk. Due to a violent valuation reset in its stock, Alibaba&#39;s management has adopted a more aggressive capital return program (upsizing its share buyback authorization to $25B in March 2022).</p><p></p><p><img src=\"https://static.tigerbbs.com/52a65cd79cb85db43d377e4030d3f406\" tg-width=\"640\" tg-height=\"413\" referrerpolicy=\"no-referrer\"/></p><p>YCharts</p><p>According to Alibaba&#39;s Deputy CFO, Toby Xu -</p><blockquote>The upsized share buyback underscores our confidence in Alibaba&#39;s long-term, sustainable growth potential and value creation. Alibaba&#39;s stock price does not fairly reflect the company&#39;s value given our robust financial health and expansion plans.</blockquote><p>I agree with Toby. Let&#39;s find out why.</p><ul><li><b>Dirt Cheap Valuations</b></li></ul><p>When I rated Alibaba a strong buy before its earnings report, the stock was trading at a ridiculously low P/FCF multiple of ~8.55x. I must reiterate that I had no clue as to what Alibaba would report in Q4 or how the stock would react to these numbers. However, the valuation made Alibaba a no-brainer, and it still is a no-brainer (despite the +40% move in Alibaba&#39;s stock). Today, Alibaba is trading at ~14x P/FCF (well below the 3-yr median P/FCF of ~21x).</p><p></p><p><img src=\"https://static.tigerbbs.com/97154790c41df6813966a9c0226a5d43\" tg-width=\"640\" tg-height=\"413\" referrerpolicy=\"no-referrer\"/></p><p>YCharts</p><p>Honestly, I don&#39;t think Alibaba&#39;s Q4 numbers justify the quick 40% bounce we have seen in its stock over the last few days; however, Alibaba&#39;s valuation remains depressed, and the upside move may continue in the near future (quantitative factor data and technical charts suggest so).</p><ul><li><b>Improving Quant Factor Grades</b></li></ul><p>After the recent run-up in Alibaba&#39;s stock, its momentum factor grade has improved from &#34;C-&#34; to &#34;B+&#34;. I previously highlighted the positive trend in Alibaba&#39;s momentum factor grade as a potential sign of a turnaround in the stock. While momentum may continue to carry the stock higher towards the $140-$150 range, Alibaba&#39;s factor grades for valuation and (earnings) revisions are getting weaker.</p><p></p><p><img src=\"https://static.tigerbbs.com/8c7da606c3f053f0884d0de15d76984d\" tg-width=\"640\" tg-height=\"251\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha Quant Rating</p><p>With profitability and growth factor grades holding up, Alibaba&#39;s stock could ride the momentum train higher. Furthermore, Alibaba&#39;s fundamentals are likely to rebound in the coming 4-8 quarters. Hence, I view the current quantitative factor grades for Alibaba favorably, despite an overall rating of &#39;Hold&#39; [3.30] on SA&#39;s Quant Rating System.</p><ul><li><b>A Trend Reversal On The Technical Charts</b></li></ul><p>Alibaba&#39;s technical chart is showing signs of a major trend reversal with a breakout from its downward falling wedge pattern. While I don&#39;t expect Alibaba&#39;s stock to go up in a straight line, I will be looking for the stock to recapture its 200-EMA of ~$130 to confirm the trend reversal.</p><p></p><p><img src=\"https://static.tigerbbs.com/da230de0660c27b79cb293f0e3a75813\" tg-width=\"640\" tg-height=\"440\" referrerpolicy=\"no-referrer\"/></p><p>On 25th May 2022, I wrote the following:</p><blockquote>As of today, Alibaba is still stuck in the downward wedge pattern; however, there are signs of RSI divergence, and the MACD is also moving up slowly as the stock hovers above a demand zone (shown on the chart). While I do not see a trend reversal just yet, I think the technical setup is improving. A breakout to the upside could send Alibaba back up to $140-$150 in quick order.</blockquote><p>Today, the RSI and MACD divergence that we observed a month ago is far more evident. While this bounce may yet fizzle out in the coming weeks and months, I think the technical setup is favorable for bulls (especially for ones with a long-term investment horizon).</p><ul><li><b>Signs of regulatory policy relaxation</b></li></ul><p>Over the past few months, the Chinese government has been seemingly easing up on its ongoing technology crackdown. Out of the five reasons I laid out in support of buying Alibaba, I think policy relaxation is probably the weakest one due to its abstract nature. However, if we do see a policy reversal from the Chinese government or even an easing of its technology crackdown, Alibaba could get rid of a major overhang on its stock, and if the negative sentiment abates, the stock could re-rate higher to a normalized valuation multiple.</p><h2>2 Reasons To Sell Alibaba</h2><p>Considering Alibaba&#39;s healthy fundamentals, dirt-cheap valuation, improving quant factor grades, and bullish technical setup, I don&#39;t think there is a straightforward, data-driven bear thesis against Alibaba. However, if I had to look for reasons to sell Alibaba at this throwaway price, they would have to be extrinsic reasons.</p><ul><li><b>Poor Macroeconomic Environment</b></li></ul><p>Like most businesses, Alibaba is exposed to macroeconomic factors. With most of its revenues coming from China, Alibaba&#39;s sales growth and margins could remain unimpressive for the foreseeable future. If Alibaba&#39;s free cash flows were to contract further in the event of a recession, the stock could go lower even if multiples were to return to normalized levels.</p><ul><li><b>Potential Delisting in the US</b></li></ul><p>While Alibaba has not been named as a (potential) violator of the HFCAA (Holding Foreign Companies Accountable Act) by the US SEC, the risk of potential delisting from US exchanges is non-zero for Alibaba. Institutional investors like Blackrock have exited Alibaba&#39;s ADRs and invested in Alibaba directly on Hong Kong exchanges. In my view, a potential delisting of ADRs is not a significant risk for Alibaba, but if you wish to get ahead of this risk, you should look to sell Alibaba ADRs [and consider investing in Alibaba on Hong Kong exchanges].</p><h2>Bottom Line</h2><p>Even after a rapid 40%+ move off its lows, fundamental, quantitative, and technical data render Alibaba&#39;s stock a &#34;Buy&#34;. As we saw today, the good in Alibaba (reasons to buy) far outweighs the bad (reasons to sell). Hence, I continue to be bullish on Alibaba.</p><p><b>Key Takeaway:</b> I rate Alibaba a strong buy at $117.</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>Alibaba: 5 Reasons To Buy, 2 Reasons To Sell</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\">\nAlibaba: 5 Reasons To Buy, 2 Reasons To Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-29 23:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4520712-alibaba-stock-5-reasons-buy-2-reasons-sell><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IntroductionAlibaba (NYSE:BABA) (OTCPK:BABAF) is one of the most contentious holdings in my portfolio. For starters, Alibaba is the only Chinese stock I own [having initiated a small position in mid-...</p>\n\n<a href=\"https://seekingalpha.com/article/4520712-alibaba-stock-5-reasons-buy-2-reasons-sell\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4520712-alibaba-stock-5-reasons-buy-2-reasons-sell","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247335031","content_text":"IntroductionAlibaba (NYSE:BABA) (OTCPK:BABAF) is one of the most contentious holdings in my portfolio. For starters, Alibaba is the only Chinese stock I own [having initiated a small position in mid-November 2021]. Secondly, I believe that Alibaba's stock is ridiculously cheap based on its business fundamentals. However, I am still not entirely convinced about this investment due to macroeconomic and regulatory headwinds in China. The consensus noise in broader investment media is very bearish for Chinese tech stocks, and I don't think the sentiment will improve anytime soon.After analyzing Alibaba's Q4 numbers, I performed an exercise to nail down the bullish and bearish arguments for a long-term investment in Alibaba. In today's note, we will be discussing five reasons to buy and two reasons to sell Alibaba's stock at current levels. Here we go.5 Reasons To Buy AlibabaSolid Business FundamentalsIn Q4, Alibaba reported an earnings miss; however, revenue came in stronger-than-expected at $32.1B (vs. analyst estimates of ~$31B). As you may know, the Chinese economy is still suffering from draconian lockdowns, inflation, and slowing consumer demand. Despite all the noise around its business, Alibaba's fundamentals remain robust. After experiencing a pull forward in demand during the first wave of COVID, the fact that Alibaba is still growing its revenues is heartening. With inflation causing intense margin pressures, Alibaba's gross and operating margins declined considerably in Q4; however, these numbers are still very healthy. As the Chinese economy opens up and resumes growth, I think Alibaba's revenues and margins will start expanding once again.YChartsIn recent quarters, Alibaba's margins have come under pressure, which in turn has led to compression in free cash flow generation. For Q4, Alibaba reported a negative free cash flow of -$1.18B; however, if you look at historical trends, Alibaba has burnt cash in Q4 for the last three years, and this year's burn is the smallest. At the end of the day, Alibaba is still a free cash flow machine.YChartsWith roughly $50B of net cash, Alibaba has little to no liquidity or bankruptcy risk. Due to a violent valuation reset in its stock, Alibaba's management has adopted a more aggressive capital return program (upsizing its share buyback authorization to $25B in March 2022).YChartsAccording to Alibaba's Deputy CFO, Toby Xu -The upsized share buyback underscores our confidence in Alibaba's long-term, sustainable growth potential and value creation. Alibaba's stock price does not fairly reflect the company's value given our robust financial health and expansion plans.I agree with Toby. Let's find out why.Dirt Cheap ValuationsWhen I rated Alibaba a strong buy before its earnings report, the stock was trading at a ridiculously low P/FCF multiple of ~8.55x. I must reiterate that I had no clue as to what Alibaba would report in Q4 or how the stock would react to these numbers. However, the valuation made Alibaba a no-brainer, and it still is a no-brainer (despite the +40% move in Alibaba's stock). Today, Alibaba is trading at ~14x P/FCF (well below the 3-yr median P/FCF of ~21x).YChartsHonestly, I don't think Alibaba's Q4 numbers justify the quick 40% bounce we have seen in its stock over the last few days; however, Alibaba's valuation remains depressed, and the upside move may continue in the near future (quantitative factor data and technical charts suggest so).Improving Quant Factor GradesAfter the recent run-up in Alibaba's stock, its momentum factor grade has improved from \"C-\" to \"B+\". I previously highlighted the positive trend in Alibaba's momentum factor grade as a potential sign of a turnaround in the stock. While momentum may continue to carry the stock higher towards the $140-$150 range, Alibaba's factor grades for valuation and (earnings) revisions are getting weaker.Seeking Alpha Quant RatingWith profitability and growth factor grades holding up, Alibaba's stock could ride the momentum train higher. Furthermore, Alibaba's fundamentals are likely to rebound in the coming 4-8 quarters. Hence, I view the current quantitative factor grades for Alibaba favorably, despite an overall rating of 'Hold' [3.30] on SA's Quant Rating System.A Trend Reversal On The Technical ChartsAlibaba's technical chart is showing signs of a major trend reversal with a breakout from its downward falling wedge pattern. While I don't expect Alibaba's stock to go up in a straight line, I will be looking for the stock to recapture its 200-EMA of ~$130 to confirm the trend reversal.On 25th May 2022, I wrote the following:As of today, Alibaba is still stuck in the downward wedge pattern; however, there are signs of RSI divergence, and the MACD is also moving up slowly as the stock hovers above a demand zone (shown on the chart). While I do not see a trend reversal just yet, I think the technical setup is improving. A breakout to the upside could send Alibaba back up to $140-$150 in quick order.Today, the RSI and MACD divergence that we observed a month ago is far more evident. While this bounce may yet fizzle out in the coming weeks and months, I think the technical setup is favorable for bulls (especially for ones with a long-term investment horizon).Signs of regulatory policy relaxationOver the past few months, the Chinese government has been seemingly easing up on its ongoing technology crackdown. Out of the five reasons I laid out in support of buying Alibaba, I think policy relaxation is probably the weakest one due to its abstract nature. However, if we do see a policy reversal from the Chinese government or even an easing of its technology crackdown, Alibaba could get rid of a major overhang on its stock, and if the negative sentiment abates, the stock could re-rate higher to a normalized valuation multiple.2 Reasons To Sell AlibabaConsidering Alibaba's healthy fundamentals, dirt-cheap valuation, improving quant factor grades, and bullish technical setup, I don't think there is a straightforward, data-driven bear thesis against Alibaba. However, if I had to look for reasons to sell Alibaba at this throwaway price, they would have to be extrinsic reasons.Poor Macroeconomic EnvironmentLike most businesses, Alibaba is exposed to macroeconomic factors. With most of its revenues coming from China, Alibaba's sales growth and margins could remain unimpressive for the foreseeable future. If Alibaba's free cash flows were to contract further in the event of a recession, the stock could go lower even if multiples were to return to normalized levels.Potential Delisting in the USWhile Alibaba has not been named as a (potential) violator of the HFCAA (Holding Foreign Companies Accountable Act) by the US SEC, the risk of potential delisting from US exchanges is non-zero for Alibaba. Institutional investors like Blackrock have exited Alibaba's ADRs and invested in Alibaba directly on Hong Kong exchanges. In my view, a potential delisting of ADRs is not a significant risk for Alibaba, but if you wish to get ahead of this risk, you should look to sell Alibaba ADRs [and consider investing in Alibaba on Hong Kong exchanges].Bottom LineEven after a rapid 40%+ move off its lows, fundamental, quantitative, and technical data render Alibaba's stock a \"Buy\". As we saw today, the good in Alibaba (reasons to buy) far outweighs the bad (reasons to sell). Hence, I continue to be bullish on Alibaba.Key Takeaway: I rate Alibaba a strong buy at $117.","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}