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2022-12-16

great news

Chinese Stock Delisting Threat Eases as US Gets Access to Audit Data

2023-02-25

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12 Best AI Stocks For 2023

2022-12-16

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隔夜美股全复盘(12.15)| 靴子落地！美联储如期加息50bp，鲍威尔表示，确信通胀持续下降之前不考虑降息，美股止步两连涨，特斯拉再创两年新低，热门中概跑赢大盘

2022-12-16

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小鹏汽车“触底反弹”：坚持聚焦智能化战略预计12月销量强势回暖

2023-05-16

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@nerdbull1669:How I would trade on Sea (SE) Earnings Report (16 May 23 Pre-market)

2023-05-16

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@SGX_Stars:CapitaLand Reits average 39% gearing with operational growth

2023-05-16

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@Just Do It:My valuation analysis on Airbnb

2023-05-01

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Got $1,000? 5 Buffett Stocks to Buy and Hold Forever

2023-05-01

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@HueFin News: Take Action Now!!! Palantir Stock Earnings Price Forecast - PLTR Stock Analysis

2023-05-01

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@TigerObserver:Weekly: Fed Decisions; Apple Earnings; FRC to highlight the Week

2022-03-06

nice said and thought 👍

芒格坚定看好阿里背后，估值低得离谱或是最大原因

2022-01-05

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持续加仓！芒格到底喜欢阿里巴巴哪一点？

2022-01-05

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芒格持仓阿里翻倍，什么信号？

2022-01-05

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盘前：静待美联储大戏登场！会否提振美股上行？

2022-01-05

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热门中概股多数反弹，阿里巴巴涨超4%

2022-01-05

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快讯| 热门中概股集体反弹，斗鱼涨超7%，爱奇艺涨超6%，阿里巴巴涨超5%，微博、网易有道涨近4%，拼多多涨超3%。

2021-09-13

Great article ?

@CY_Ng:投資了一家學院，公司還可以保持好像去年那樣的高成長嗎？- 8VI & 8IH

Go to Tiger App to see more news

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ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970143486","repostId":"9970196477","repostType":1,"repost":{"id":9970196477,"gmtCreate":1684122545101,"gmtModify":1684123166487,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102123614530830","authorIdStr":"4102123614530830"},"themes":[],"title":"How I would trade on Sea (SE) Earnings Report (16 May 23 Pre-market)","htmlText":"Please find and follow my YT channel (nerdbull1669) for Daily SG and US Stock Watchlist. Do follow me as I share quality stock pick for Daily Watchlist. <a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a> will be releasing their earnings report on 16 May 23 pre-market. There has been a recent good surge of 6% in their stock prices as their CEO declaring 5% raises after Singapore firm turns a profit. This send a strong signal to investors that the e-commerce and gaming business has turned the corner after years of bleeding losses. The CEO said that Sea has reached “self-sufficiency” as its cash balance is now increasing rather than shrinking every quarter, a goal it achieved months ahead of a target set last year. Sea reported its first-ever quarterly (Q4 2022) net profit in March, about","listText":"Please find and follow my YT channel (nerdbull1669) for Daily SG and US Stock Watchlist. Do follow me as I share quality stock pick for Daily Watchlist. <a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a> will be releasing their earnings report on 16 May 23 pre-market. There has been a recent good surge of 6% in their stock prices as their CEO declaring 5% raises after Singapore firm turns a profit. This send a strong signal to investors that the e-commerce and gaming business has turned the corner after years of bleeding losses. The CEO said that Sea has reached “self-sufficiency” as its cash balance is now increasing rather than shrinking every quarter, a goal it achieved months ahead of a target set last year. Sea reported its first-ever quarterly (Q4 2022) net profit in March, about","text":"Please find and follow my YT channel (nerdbull1669) for Daily SG and US Stock Watchlist. Do follow me as I share quality stock pick for Daily Watchlist. $Sea Ltd(SE)$ will be releasing their earnings report on 16 May 23 pre-market. There has been a recent good surge of 6% in their stock prices as their CEO declaring 5% raises after Singapore firm turns a profit. This send a strong signal to investors that the e-commerce and gaming business has turned the corner after years of bleeding losses. The CEO said that Sea has reached “self-sufficiency” as its cash balance is now increasing rather than shrinking every quarter, a goal it achieved months ahead of a target set last year. Sea reported its first-ever quarterly (Q4 2022) net profit in March, about","images":[{"img":"https://community-static.tradeup.com/news/1915f5a1063bac0c23f2ce7ec9ca50df","width":"895","height":"279"},{"img":"https://community-static.tradeup.com/news/20cfd49195c94cd359b545e9c69cd324","width":"924","height":"869"},{"img":"https://community-static.tradeup.com/news/16e8b51980c279c806920c06c2b2a6c4","width":"1200","height":"307"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970196477","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970143562,"gmtCreate":1684206173457,"gmtModify":1684206176930,"author":{"id":"3575983623700639","authorId":"3575983623700639","name":"DERRICK0202","avatar":"https://static.tigerbbs.com/292eb3c2a26aa7f1304b02f8c67831a3","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575983623700639","authorIdStr":"3575983623700639"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970143562","repostId":"9970198633","repostType":1,"repost":{"id":9970198633,"gmtCreate":1684120938922,"gmtModify":1684121313981,"author":{"id":"3527667673047996","authorId":"3527667673047996","name":"SGX_Stars","avatar":"https://community-static.tradeup.com/news/e25c0d30145226f3d840902eeabbadbb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667673047996","authorIdStr":"3527667673047996"},"themes":[],"title":"CapitaLand Reits average 39% gearing with operational growth","htmlText":"Capitaland Investment (CLI), one of Singapore’s largest global real estate investment managers, oversees S$133 billion in real estate asset under management (RE AUM) and S$89 billion in fund under management (FUM) as of Mar 31, 2023. CLI’s fund management business includes 36 private funds and six listed real estate investment trusts (Reits) and business trusts, of which five are listed in Singapore.CapitaLand Investment’s (CLI) Singapore-listed Reits and business trusts1. <a href=\"https://ttm.financial/S/A17U.SI\">$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$</a> Aside from CapitaLand Ascendas Reit (CLAR) <a href=\"https://ttm.financial/S/A17U.SI\">$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$</a> which did not disclose financial results in a first-quarter 2023 business update, CLI noted that severa","listText":"Capitaland Investment (CLI), one of Singapore’s largest global real estate investment managers, oversees S$133 billion in real estate asset under management (RE AUM) and S$89 billion in fund under management (FUM) as of Mar 31, 2023. CLI’s fund management business includes 36 private funds and six listed real estate investment trusts (Reits) and business trusts, of which five are listed in Singapore.CapitaLand Investment’s (CLI) Singapore-listed Reits and business trusts1. <a href=\"https://ttm.financial/S/A17U.SI\">$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$</a> Aside from CapitaLand Ascendas Reit (CLAR) <a href=\"https://ttm.financial/S/A17U.SI\">$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$</a> which did not disclose financial results in a first-quarter 2023 business update, CLI noted that severa","text":"Capitaland Investment (CLI), one of Singapore’s largest global real estate investment managers, oversees S$133 billion in real estate asset under management (RE AUM) and S$89 billion in fund under management (FUM) as of Mar 31, 2023. CLI’s fund management business includes 36 private funds and six listed real estate investment trusts (Reits) and business trusts, of which five are listed in Singapore.CapitaLand Investment’s (CLI) Singapore-listed Reits and business trusts1. $ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$ Aside from CapitaLand Ascendas Reit (CLAR) $ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$ which did not disclose financial results in a first-quarter 2023 business update, CLI noted that severa","images":[{"img":"https://community-static.tradeup.com/news/faa0c5700e9e63114376c245fb1acbde","width":"560","height":"240"},{"img":"https://community-static.tradeup.com/news/4ae013416a0240fd97c1ddf6cdda7be4","width":"560","height":"240"},{"img":"https://community-static.tradeup.com/news/e639f8b1bf4acbfac7f3e8a0f303c243","width":"935","height":"718"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970198633","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970143669,"gmtCreate":1684206111351,"gmtModify":1684206113737,"author":{"id":"3575983623700639","authorId":"3575983623700639","name":"DERRICK0202","avatar":"https://static.tigerbbs.com/292eb3c2a26aa7f1304b02f8c67831a3","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575983623700639","authorIdStr":"3575983623700639"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970143669","repostId":"9970340865","repostType":1,"repost":{"id":9970340865,"gmtCreate":1684029891258,"gmtModify":1684035974046,"author":{"id":"4105602698459250","authorId":"4105602698459250","name":"Just Do It","avatar":"https://community-static.tradeup.com/news/0065856d6ff52bb9d60767d0a25af22c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4105602698459250","authorIdStr":"4105602698459250"},"themes":[],"title":"My valuation analysis on Airbnb","htmlText":"Happy Sunday 🐯&nbsp; A few days ago, Airbnb reported its earnings, and it plunged by 12% after the earnings. So let's take a look at the company's financial report. ABNB Q1 Results + Guidance: First of all, airbnb's revenue and EPS in Q1 this year both performed quite well, with revenue of $182 million, up 20% year-over-year and exceeding expectations of $1.79 billion. They even made their first GAAP profit in Q1, which was $117 million. We will talk more about this later. All in all, the most basic financial data exceeded expectations. And these exceeded expectations are quite normal, most of the company's Q1 are quite good, other hotel travel network's financial reports are also okay. However, Airbnb's earnings report still has a flaw, that is, their bookings were 121 million, up 19% yea","listText":"Happy Sunday 🐯&nbsp; A few days ago, Airbnb reported its earnings, and it plunged by 12% after the earnings. So let's take a look at the company's financial report. ABNB Q1 Results + Guidance: First of all, airbnb's revenue and EPS in Q1 this year both performed quite well, with revenue of $182 million, up 20% year-over-year and exceeding expectations of $1.79 billion. They even made their first GAAP profit in Q1, which was $117 million. We will talk more about this later. All in all, the most basic financial data exceeded expectations. And these exceeded expectations are quite normal, most of the company's Q1 are quite good, other hotel travel network's financial reports are also okay. However, Airbnb's earnings report still has a flaw, that is, their bookings were 121 million, up 19% yea","text":"Happy Sunday 🐯 A few days ago, Airbnb reported its earnings, and it plunged by 12% after the earnings. So let's take a look at the company's financial report. ABNB Q1 Results + Guidance: First of all, airbnb's revenue and EPS in Q1 this year both performed quite well, with revenue of $182 million, up 20% year-over-year and exceeding expectations of $1.79 billion. They even made their first GAAP profit in Q1, which was $117 million. We will talk more about this later. All in all, the most basic financial data exceeded expectations. And these exceeded expectations are quite normal, most of the company's Q1 are quite good, other hotel travel network's financial reports are also okay. However, Airbnb's earnings report still has a flaw, that is, their bookings were 121 million, up 19% yea","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970340865","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947859990,"gmtCreate":1682954021610,"gmtModify":1682954025177,"author":{"id":"3575983623700639","authorId":"3575983623700639","name":"DERRICK0202","avatar":"https://static.tigerbbs.com/292eb3c2a26aa7f1304b02f8c67831a3","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575983623700639","authorIdStr":"3575983623700639"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947859990","repostId":"1192622861","repostType":2,"repost":{"id":"1192622861","kind":"news","pubTimestamp":1682695120,"share":"https://ttm.financial/m/news/1192622861?lang=&edition=fundamental","pubTime":"2023-04-28 23:18","market":"us","language":"en","title":"Got $1,000? 5 Buffett Stocks to Buy and Hold Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=1192622861","media":"Motley Fool","summary":"KEY POINTSBuffett is best known as a value investor, but Berkshire's portfolio also houses promising","content":"<html><head></head><body><h2 style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>Buffett is best known as a value investor, but Berkshire&#39;s portfolio also houses promising growth stocks.</p></li><li><p>Growth-oriented investors may be able to score wins by taking inspiration from Berkshire&#39;s tech and fintech holdings.</p></li></ul><p>These Buffett-backed tech stocks could deliver market-crushing performances through the next decade and beyond.</p><p><strong>Berkshire Hathaway</strong>&#39;s track record of success in the investing world is virtually unparalleled. Since CEO Warren Buffett purchased a controlling stake in the company and became its leader in 1965, the investment conglomerate&#39;s share price has risen more than 2,768,000%. That means that if you owned and held a $1,000 equity position when the Oracle of Omaha bought the company, it would now be worth roughly $27.7 million.</p><p>Berkshire&#39;s current size and risk-averse approach to investing mean it&#39;s unlikely that the investment conglomerate will manage to match that outsized performance going forward for new investors with $1,000 available to put toward stock purchases. Still, Berkshire continues to grow at a healthy rate and it does happen to own shares in some forward-looking technology companies that could deliver big returns for long-term investors.</p><p>If you&#39;ve got $1,000 available that you don&#39;t need to pay bills, bolster an emergency fund, or reduce short-term debts, you might want to put it toward the purchase of some Berkshire-backed stocks that actually could take your portfolio to the next level. Read on for a look at five Berkshire holdings that have the potential to crush the market. </p><h2 style=\"text-align: start;\">1. <a href=\"https://laohu8.com/S/AAPL\">Apple</a></h2><p style=\"text-align: start;\">If you want to know what Buffett&#39;s favorite stock is, you don&#39;t have to read tea leaves or check horoscopes and planetary alignments. Berkshire&#39;s quarterly 13F portfolio disclosure filings show the obvious answer. <strong>Apple</strong> stock is the investment conglomerate&#39;s largest holding, by far, and accounts for nearly 44% of its total stock holdings.</p><p style=\"text-align: start;\">Speaking on the company&#39;s incredible brand strength and customer loyalty, Buffett recently said, &#34;If you&#39;re an Apple user and somebody offers you $10,000, but the only proviso is they&#39;ll take away your iPhone and you&#39;ll never be able to buy another, you&#39;re not going to take it.&#34; Apple&#39;s dominance in the mobile hardware space has made it one of the world&#39;s most profitable companies, and it doesn&#39;t look like the tech titan is in any danger of losing its industry-leading position anytime soon. </p><p>While Apple&#39;s strengths have helped it hold up better than most other tech stocks, shares are still down roughly 9% from their high. Thanks to the company&#39;s mobile empire, an impressive software and services ecosystem, and untapped growth opportunities in categories including augmented reality and smart cars, the tech leader has clear avenues to continue beating the market. </p><h2 style=\"text-align: start;\">2. <a href=\"https://laohu8.com/S/AMZN\">Amazon</a></h2><p style=\"text-align: start;\"><strong>Amazon</strong> <strong>(AMZN)</strong> spearheaded the growth of the e-commerce and cloud infrastructure services, and there&#39;s a very good chance that it will continue to be one of this century&#39;s strongest and most influential companies. While the tech giant&#39;s core e-commerce and cloud businesses have faced some macroeconomic headwinds over the last year, Amazon retains leadership positions in both categories, and these two business pillars still look poised for big growth over the long term. </p><p style=\"text-align: start;\">Beyond e-commerce and cloud infrastructure services, Amazon also has massive growth opportunities in other categories. The company has already used advantages created by its online retail platform and data expertise to build the U.S.&#39;s third-largest digital advertising business, and it has plenty of untapped expansion potential in the ads market. Amazon&#39;s recently announced Bedrock artificial intelligence (AI) service for building and scaling applications could also be a game changer, and it&#39;s likely that AI technologies will spur a wide range of improvements across various aspects of the overall business. </p><p>With its incredible breadth of competitive advantages and vast long-term growth potential still ahead, Amazon looks like a smart buy for long-term investors. </p><h2 style=\"text-align: start;\">3. <a href=\"https://laohu8.com/S/STNE\">StoneCo</a></h2><p style=\"text-align: start;\"><strong>StoneCo</strong> <strong>(STNE)</strong> is a Brazil-based fintech company that provides small and medium-sized businesses (SMBs) with payment processing services. It&#39;s also been a provider of loans for SMBs, but this part of the business has struggled due to challenges related to the coronavirus pandemic and a reliance on data that proved to be insufficient for assessing whether businesses were creditworthy.</p><p style=\"text-align: start;\">StoneCo still carries roughly $79 million in bad debt in its loan portfolio, but the company still managed to grow sales by roughly 99% last year, and non-GAAP (adjusted) net income soared 520% in the period. Yet, despite the business growing at an impressive clip and being on track to cover the remaining debt in its portfolio, the company&#39;s share price remains down roughly 87.5% from its high.</p><p>With the business growing rapidly, StoneCo looks cheaply valued trading at roughly 19 times this year&#39;s expected earnings and 1.6 times expected sales. </p><h2 style=\"text-align: start;\">4. <a href=\"https://laohu8.com/S/NU\">Nu</a></h2><p style=\"text-align: start;\">Like StoneCo, <strong>Nu</strong> <strong>(NU)</strong> is a fintech company based in Brazil. The company provides digital banking services and also operates in Mexico and Columbia, and it&#39;s been growing at a rapid pace.</p><p style=\"text-align: start;\">The company closed out last year with 74.6 million total customers, up 38.6% year over year, and sales and earnings have soared thanks to new customer additions and higher levels of engagement from those already using its services. Nu&#39;s sales surged 128% year over year in the fourth quarter, and net income surged to $113.8 million from $3.2 million in the prior-year period.  </p><p>Due to macroeconomic pressures, the company&#39;s share price trades down roughly 58.5% from its high, and investors have an opportunity to buy the stock at levels that leave room for big upside. Nu is on track to benefit from exploding demand for digital banking services in Latin America, and it could deliver market-crushing returns for long-term shareholders. </p><h2 style=\"text-align: start;\">5. <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a></h2><p style=\"text-align: start;\"><strong>Snowflake</strong> <strong>(SNOW)</strong> is a leading provider of data warehousing and analytics tools. The company&#39;s Data Cloud platform makes it possible for businesses to combine and analyze information that comes from distinct cloud infrastructure services. </p><p style=\"text-align: start;\">According to a survey conducted by S&amp;P Global Intelligence, 98% of enterprise respondents said they either intended to use or were already using cloud infrastructure services from two different providers. Some 31% of respondents in the survey were already using four or more cloud infrastructure providers. The business world is already heavily dependent on multi-cloud setups, and Snowflake is positioned to play a key role in fostering the evolution of analytics, machine learning, artificial intelligence, and a wide range of other technologies and services. </p><p style=\"text-align: start;\">Trading down 65% from its high, this Berkshire portfolio component looks like a worthwhile buy for growth-oriented investors.</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>Got $1,000? 5 Buffett Stocks to Buy and Hold Forever</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\">\nGot $1,000? 5 Buffett Stocks to Buy and Hold Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-28 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/27/got-1000-5-buffett-stocks-to-buy-and-hold-forever/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSBuffett is best known as a value investor, but Berkshire's portfolio also houses promising growth stocks.Growth-oriented investors may be able to score wins by taking inspiration from ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/27/got-1000-5-buffett-stocks-to-buy-and-hold-forever/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","NU":"Nu Holdings Ltd.","STNE":"StoneCo","AAPL":"苹果","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2023/04/27/got-1000-5-buffett-stocks-to-buy-and-hold-forever/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192622861","content_text":"KEY POINTSBuffett is best known as a value investor, but Berkshire's portfolio also houses promising growth stocks.Growth-oriented investors may be able to score wins by taking inspiration from Berkshire's tech and fintech holdings.These Buffett-backed tech stocks could deliver market-crushing performances through the next decade and beyond.Berkshire Hathaway's track record of success in the investing world is virtually unparalleled. Since CEO Warren Buffett purchased a controlling stake in the company and became its leader in 1965, the investment conglomerate's share price has risen more than 2,768,000%. That means that if you owned and held a $1,000 equity position when the Oracle of Omaha bought the company, it would now be worth roughly $27.7 million.Berkshire's current size and risk-averse approach to investing mean it's unlikely that the investment conglomerate will manage to match that outsized performance going forward for new investors with $1,000 available to put toward stock purchases. Still, Berkshire continues to grow at a healthy rate and it does happen to own shares in some forward-looking technology companies that could deliver big returns for long-term investors.If you've got $1,000 available that you don't need to pay bills, bolster an emergency fund, or reduce short-term debts, you might want to put it toward the purchase of some Berkshire-backed stocks that actually could take your portfolio to the next level. Read on for a look at five Berkshire holdings that have the potential to crush the market. 1. AppleIf you want to know what Buffett's favorite stock is, you don't have to read tea leaves or check horoscopes and planetary alignments. Berkshire's quarterly 13F portfolio disclosure filings show the obvious answer. Apple stock is the investment conglomerate's largest holding, by far, and accounts for nearly 44% of its total stock holdings.Speaking on the company's incredible brand strength and customer loyalty, Buffett recently said, \"If you're an Apple user and somebody offers you $10,000, but the only proviso is they'll take away your iPhone and you'll never be able to buy another, you're not going to take it.\" Apple's dominance in the mobile hardware space has made it one of the world's most profitable companies, and it doesn't look like the tech titan is in any danger of losing its industry-leading position anytime soon. While Apple's strengths have helped it hold up better than most other tech stocks, shares are still down roughly 9% from their high. Thanks to the company's mobile empire, an impressive software and services ecosystem, and untapped growth opportunities in categories including augmented reality and smart cars, the tech leader has clear avenues to continue beating the market. 2. AmazonAmazon (AMZN) spearheaded the growth of the e-commerce and cloud infrastructure services, and there's a very good chance that it will continue to be one of this century's strongest and most influential companies. While the tech giant's core e-commerce and cloud businesses have faced some macroeconomic headwinds over the last year, Amazon retains leadership positions in both categories, and these two business pillars still look poised for big growth over the long term. Beyond e-commerce and cloud infrastructure services, Amazon also has massive growth opportunities in other categories. The company has already used advantages created by its online retail platform and data expertise to build the U.S.'s third-largest digital advertising business, and it has plenty of untapped expansion potential in the ads market. Amazon's recently announced Bedrock artificial intelligence (AI) service for building and scaling applications could also be a game changer, and it's likely that AI technologies will spur a wide range of improvements across various aspects of the overall business. With its incredible breadth of competitive advantages and vast long-term growth potential still ahead, Amazon looks like a smart buy for long-term investors. 3. StoneCoStoneCo (STNE) is a Brazil-based fintech company that provides small and medium-sized businesses (SMBs) with payment processing services. It's also been a provider of loans for SMBs, but this part of the business has struggled due to challenges related to the coronavirus pandemic and a reliance on data that proved to be insufficient for assessing whether businesses were creditworthy.StoneCo still carries roughly $79 million in bad debt in its loan portfolio, but the company still managed to grow sales by roughly 99% last year, and non-GAAP (adjusted) net income soared 520% in the period. Yet, despite the business growing at an impressive clip and being on track to cover the remaining debt in its portfolio, the company's share price remains down roughly 87.5% from its high.With the business growing rapidly, StoneCo looks cheaply valued trading at roughly 19 times this year's expected earnings and 1.6 times expected sales. 4. NuLike StoneCo, Nu (NU) is a fintech company based in Brazil. The company provides digital banking services and also operates in Mexico and Columbia, and it's been growing at a rapid pace.The company closed out last year with 74.6 million total customers, up 38.6% year over year, and sales and earnings have soared thanks to new customer additions and higher levels of engagement from those already using its services. Nu's sales surged 128% year over year in the fourth quarter, and net income surged to $113.8 million from $3.2 million in the prior-year period.  Due to macroeconomic pressures, the company's share price trades down roughly 58.5% from its high, and investors have an opportunity to buy the stock at levels that leave room for big upside. Nu is on track to benefit from exploding demand for digital banking services in Latin America, and it could deliver market-crushing returns for long-term shareholders. 5. SnowflakeSnowflake (SNOW) is a leading provider of data warehousing and analytics tools. The company's Data Cloud platform makes it possible for businesses to combine and analyze information that comes from distinct cloud infrastructure services. According to a survey conducted by S&P Global Intelligence, 98% of enterprise respondents said they either intended to use or were already using cloud infrastructure services from two different providers. Some 31% of respondents in the survey were already using four or more cloud infrastructure providers. The business world is already heavily dependent on multi-cloud setups, and Snowflake is positioned to play a key role in fostering the evolution of analytics, machine learning, artificial intelligence, and a wide range of other technologies and services. Trading down 65% from its high, this Berkshire portfolio component looks like a worthwhile buy for growth-oriented investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947850458,"gmtCreate":1682953782174,"gmtModify":1682953786101,"author":{"id":"3575983623700639","authorId":"3575983623700639","name":"DERRICK0202","avatar":"https://static.tigerbbs.com/292eb3c2a26aa7f1304b02f8c67831a3","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575983623700639","authorIdStr":"3575983623700639"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947850458","repostId":"9947882502","repostType":1,"repost":{"id":9947882502,"gmtCreate":1682918394807,"gmtModify":1682922160491,"author":{"id":"10000000000010714","authorId":"10000000000010714","name":"HueFin News","avatar":"https://community-static.tradeup.com/news/525ab01de57ae269d24770433c37e0ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010714","authorIdStr":"10000000000010714"},"themes":[],"htmlText":"\n \n \n  Take Action Now!!! Palantir Stock Earnings Price Forecast - PLTR Stock Analysis\n \n","listText":"Take Action Now!!! Palantir Stock Earnings Price Forecast - PLTR Stock Analysis","text":"Take Action Now!!! Palantir Stock Earnings Price Forecast - PLTR Stock Analysis","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947882502","isVote":1,"tweetType":2,"object":{"id":"3ac9ed38b2bc41279348ef495f5c8185","tweetId":"9947882502","title":"Take Action Now!!! Palantir Stock Earnings Price Forecast - PLTR Stock Analysis","videoUrl":"http://v.tigerbbs.com/1682918387920e2147de88b53a0daff67e90ea46ecf5a.mp4","poster":"https://static.tigerbbs.com/ef1cfe2291dfc3fe0e8dad7345f5fd3e","shareLink":"http://v.tigerbbs.com/1682918387920e2147de88b53a0daff67e90ea46ecf5a.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947850239,"gmtCreate":1682953707322,"gmtModify":1682953711243,"author":{"id":"3575983623700639","authorId":"3575983623700639","name":"DERRICK0202","avatar":"https://static.tigerbbs.com/292eb3c2a26aa7f1304b02f8c67831a3","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575983623700639","authorIdStr":"3575983623700639"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947850239","repostId":"9947884997","repostType":1,"repost":{"id":9947884997,"gmtCreate":1682922581919,"gmtModify":1682923112776,"author":{"id":"9000000000000439","authorId":"9000000000000439","name":"TigerObserver","avatar":"https://static.tigerbbs.com/2f3a05d038882153678ee817929431fc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000439","authorIdStr":"9000000000000439"},"themes":[],"title":"Weekly: Fed Decisions; Apple Earnings; FRC to highlight the Week","htmlText":"US MARKET RECAPLast week, all the major index close in green with a deep V-shaped pattern. The blue-chip index, Dow added 0.86%, while the S&amp;P 500 rose 0.87%. The Nasdaq advanced 1.28% as Big Tech earnings took center stage.For April, the Dow gained 2.48% to notch its best monthly stretch since January, while the benchmark index gained 1.46%. The tech-heavy index posted marginal gains.Earnings reports from major tech companies dominated much of last week’s market debate, fueling the narrative that earnings are faring better-than-feared, despite many widespread macroeconomic concerns.So far, a little over half of S&amp;P 500 companies have reported earnings, with more than 79% and about 72% surpassing earnings and sales expectations, respectively. First-quarter earnings are currently on","listText":"US MARKET RECAPLast week, all the major index close in green with a deep V-shaped pattern. The blue-chip index, Dow added 0.86%, while the S&amp;P 500 rose 0.87%. The Nasdaq advanced 1.28% as Big Tech earnings took center stage.For April, the Dow gained 2.48% to notch its best monthly stretch since January, while the benchmark index gained 1.46%. The tech-heavy index posted marginal gains.Earnings reports from major tech companies dominated much of last week’s market debate, fueling the narrative that earnings are faring better-than-feared, despite many widespread macroeconomic concerns.So far, a little over half of S&amp;P 500 companies have reported earnings, with more than 79% and about 72% surpassing earnings and sales expectations, respectively. First-quarter earnings are currently on","text":"US MARKET RECAPLast week, all the major index close in green with a deep V-shaped pattern. The blue-chip index, Dow added 0.86%, while the S&P 500 rose 0.87%. The Nasdaq advanced 1.28% as Big Tech earnings took center stage.For April, the Dow gained 2.48% to notch its best monthly stretch since January, while the benchmark index gained 1.46%. The tech-heavy index posted marginal gains.Earnings reports from major tech companies dominated much of last week’s market debate, fueling the narrative that earnings are faring better-than-feared, despite many widespread macroeconomic concerns.So far, a little over half of S&P 500 companies have reported earnings, with more than 79% and about 72% surpassing earnings and sales expectations, respectively. First-quarter earnings are currently on","images":[{"img":"https://community-static.tradeup.com/news/bf50b77b83d4fe0ebd4152acd2c424e5","width":"974","height":"1110"},{"img":"https://community-static.tradeup.com/news/d6a9ce360893b3b14136d9dc3804bf07","width":"1290","height":"498"},{"img":"https://community-static.tradeup.com/news/334f7f736dd80a6544ee9931d422b2ff","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947884997","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957271874,"gmtCreate":1677340673298,"gmtModify":1677340678042,"author":{"id":"3575983623700639","authorId":"3575983623700639","name":"DERRICK0202","avatar":"https://static.tigerbbs.com/292eb3c2a26aa7f1304b02f8c67831a3","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575983623700639","authorIdStr":"3575983623700639"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957271874","repostId":"2314188382","repostType":2,"repost":{"id":"2314188382","kind":"highlight","pubTimestamp":1677260901,"share":"https://ttm.financial/m/news/2314188382?lang=&edition=fundamental","pubTime":"2023-02-25 01:48","market":"us","language":"en","title":"12 Best AI Stocks For 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2314188382","media":"Insider Monkey","summary":"In this article, we discuss 12 best AI stocks for 2023. If you want to see more stocks in this selec","content":"<html><body><p><span>In this article, we discuss 12 best AI stocks for 2023. If you want to see more stocks in this selection, check out </span><b>5 Best AI Stocks For 2023. </b></p>\n<p><span>According</span><span> to Precedence Research, as of 2022, the global AI market was valued at approximately $119.78 billion, and it is projected to reach $1,597.1 billion by 2030, with a compound annual growth rate of 38.1% from 2022 to 2030. In the upcoming years, the global artificial intelligence market is expected to experience significant growth due to increasing demand for the technology across various industries, including automotive, healthcare, banking and finance, manufacturing, food and beverages, logistics, and retail. Technological advancements have played a vital role in the growth of these industries.</span></p>\n<p><span>The global AI market is experiencing significant growth, driven by the increasing demand for life-saving medical devices and self-driving capabilities in electric vehicles. The trend towards digitalization is also contributing to the growth. Major tech companies like Alphabet Inc. (NASDAQ:GOOG), Amazon.com, Inc. (NASDAQ:AMZN), and Microsoft Corporation (NASDAQ:MSFT) are investing in the development and enhancement of AI applications. These companies are also striving to improve access to AI technology, which is expected to further fuel the growth of the AI market during the forecast period.</span></p>\n<p><span>NVIDIA Corporation (NASDAQ:NVDA)’s shares surged by more than 14% following the company's announcement of better-than-expected earnings. Analysts are optimistic about the company's focus on artificial intelligence, with Rosenblatt Securities' Hans Mosesmann stating that NVIDIA Corporation (NASDAQ:NVDA)’s AI strategy is growing rapidly and will have a significant impact on both its competitors and the wider world. NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang </span><span>told</span><span> the analysts in a recent meeting:</span></p>\n<blockquote>\n<p><span>“AI adoption is at an inflection point. OpenAI’s ChatGPT has captured interest worldwide, allowing people to experience AI firsthand, showing what’s possible with generative AI.” </span></p>\n</blockquote>\n<p><span>Investors can also check out </span><span>10 <a href=\"https://laohu8.com/S/HTM.AU\">High</a> Growth AI Stocks To Buy</span><span> and </span><span>11 Best Small Cap AI Stocks To Buy</span><span>. </span></p>\n<p><b><i>Our Methodology </i></b></p>\n<p><span>We selected the following AI stocks based on overall hedge fund sentiment toward each stock. We have assessed the hedge fund sentiment from Insider Monkey’s database of 943 elite hedge funds tracked as of the end of the fourth quarter of 2022. The list is arranged in ascending order of the number of hedge fund holders in each firm. </span></p>\n<img height=\"1280\" src=\"https://s1.yimg.com/uu/api/res/1.2/Sy6Tj1t7aRB3AkLmm4Ft4A--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/4c8237bdb0e3fadddfada11808dd2349\" width=\"1920\"/> Photo by \nJonathan Kemper on \nUnsplash\n<h2><b>Best AI Stocks For 2023</b></h2>\n<h3><b>12. <a href=\"https://laohu8.com/S/AI\">C3.ai, Inc.</a> (NYSE:AI)</b></h3>\n<p><b><i>Number of Hedge Fund Holders: 19</i></b></p>\n<p><span>C3.ai, Inc. (NYSE:AI) is a California-based enterprise artificial intelligence software company in North America, Europe, the Middle East, Africa, the Asia Pacific, and internationally. On February 21, C3.ai, Inc. (NYSE:AI) announced that its expanded collaboration with Amazon Web Services (AWS) is aimed at leveraging the power of AI to help customers in industries such as defense and intelligence tackle their most pressing business challenges. As part of this collaboration, C3.ai, Inc. (NYSE:AI) will integrate its AI applications, including C3 AI Law Enforcement, with AWS services such as Amazon Comprehend.</span></p>\n<p><span>On February 6, DA Davidson analyst Gil Luria initiated coverage of C3.ai, Inc. (NYSE:AI) with a Buy rating and a $30 price target. According to DA Davidson, C3.ai, Inc. (NYSE:AI) is a rare commodity in a crucial software sector and the emergence of generative AI is a game-changing application for AI. This presents an opportunity for C3.ai, Inc. (NYSE:AI) to capitalize on its significant investment and expertise in AI, as noted by the firm.</span></p>\n<p><span>According to Insider Monkey’s Q4 data, 19 hedge funds were bullish on C3.ai, Inc. (NYSE:AI), compared to 18 funds in the prior quarter. Ken Griffin’s Citadel Investment Group is the largest stakeholder of the company, with 1 million shares worth $11.6 million. </span></p>\n<p><span>Like Alphabet Inc. (NASDAQ:GOOG), Amazon.com, Inc. (NASDAQ:AMZN), and Microsoft Corporation (NASDAQ:MSFT), C3.ai, Inc. (NYSE:AI) is one of the best AI stocks to invest in. </span></p>\n<h3><b>11. <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> (NYSE:PLTR)</b></h3>\n<p><b><i>Number of Hedge Fund Holders: 28</i></b></p>\n<p><span>Palantir Technologies Inc. (NYSE:PLTR) is a Colorado-based company that builds and deploys software platforms for the intelligence community in the United States to help with counterterrorism investigations and operations. It is one of the best AI stocks to monitor. On February 13, Palantir Technologies Inc. (NYSE:PLTR) reported a Q4 non-GAAP EPS of $0.04 and a revenue of $508.62 million, outperforming Wall Street estimates by $0.01 and $3.64 million. </span></p>\n<p><span>On February 14, Mizuho analyst Matthew Broome raised the firm's price target on Palantir Technologies Inc. (NYSE:PLTR) to $8 from $7 and kept a Neutral rating on the shares. In a research note to investors, the analyst described Palantir Technologies Inc. (NYSE:PLTR)’s Q4 results as \"mixed,\" with revenue slightly exceeding consensus and the company reporting GAAP profitability for the first time, which was surprising. However, the total contract value for the quarter was low, reflecting the unpredictable nature of the business, and remaining deal value decreased partly due to headwinds from the commercial strategic investment program, according to Mizuho. Furthermore, the firm noted that Palantir Technologies Inc. (NYSE:PLTR)’s revenue growth guidance for 2023 was lower than what was expected by the Street.</span></p>\n<p><span>According to Insider Monkey’s Q4 database, 28 hedge funds were bullish on Palantir Technologies Inc. (NYSE:PLTR), compared to 35 funds in the earlier quarter. D E Shaw is the biggest investor in the company. </span></p>\n<p><span>Here</span><span> is what Tao Value has to say about Palantir Technologies Inc. (NYSE:PLTR) in its Q4 2021 investor letter:</span></p>\n<blockquote>\n<p><span>“We have no new position this quarter and have made below changes to our portfolio. We also sold Palantir (PLTR) as I identified it subject to high retail bubble risk (using above method) and are not part of our core “Mindful Compounder” holdings.”</span></p>\n</blockquote>\n<h3><b>10. EPAM Systems, Inc. (NYSE:EPAM)</b></h3>\n<p><b><i>Number of Hedge Fund Holders: 35</i></b></p>\n<p><span>EPAM Systems, Inc. (NYSE:EPAM) provides digital platform engineering and software development services worldwide. The company provides AI-powered platforms for data acquisition, intelligent automation solutions, and conversational AI for revolutionizing banking. EPAM Systems, Inc. (NYSE:EPAM) is one of the premier artificial intelligence stocks to invest in. In Q4 2022, the company reported a Q4 non-GAAP EPS of $2.93, beating market estimates by $0.25. The revenue of $1.23 billion climbed 11.2% year-over-year, in-line with Wall Street consensus. </span></p>\n<p><span>On February 21, Barclays maintained an Overweight rating on EPAM Systems, Inc. (NYSE:EPAM) but lowered the firm's price target on the shares to $380 from $400 ahead of the Q4 earnings report.</span></p>\n<p><span>According to Insider Monkey’s Q4 data, EPAM Systems, Inc. (NYSE:EPAM) was part of 35 hedge fund portfolios, compared to 34 in the last quarter. Stephen Mandel’s Lone Pine Capital is the largest stakeholder of the company, with a position worth $197.5 million.</span><b>  </b></p>\n<p><span>Here</span><span> is what White Falcon Capital Management has to say about EPAM Systems, Inc. (NYSE:EPAM) in its Q3 2022 investor letter:</span></p>\n<blockquote>\n<p><span>“Half of the portfolio had positive realized and unrealized gains for the year. Out of these, EPAM Systems and Maxar were the largest positive contributors to performance. In addition, our weight in the commodity sector, including the precious metals hedge, produced substantial positive returns.</span></p>\n<p><span>EPAM Systems is an IT services company. We initiated a position in EPAM after it sold off when Russia invaded Ukraine. The concern was that EPAM had a large part of its workforce in Ukraine, Belarus and Russia. Until then, EPAM had been a high quality compounder whose stock price had gone up 10x in the previous 10 years. It was a strong company that had come across some temporary headwinds and our analysis (Q1 2022 letter) confirmed that the risks are manageable. We bought the stock at $210 per share in Q1 and sold about a quarter of our position in the $400-450 range in Q3. EPAM remains a top 10 position and closed the year at $330 per share.”</span></p>\n</blockquote>\n<h3><b>9. <a href=\"https://laohu8.com/S/S\">SentinelOne, Inc</a>. (NYSE:S)</b></h3>\n<p><b><i>Number of Hedge Fund Holders: 38</i></b></p>\n<p><span>SentinelOne, Inc. (NYSE:S) was incorporated in 2013 and is headquartered in Mountain View, California. It operates as a cybersecurity provider in the United States and internationally. Its Singularity XDR Platform offers an artificial intelligence-powered autonomous threat prevention, detection, and response capabilities across a company’s endpoints and cloud workloads. </span></p>\n<p><span>On February 21, Andrew Nowinski, an analyst at Wells Fargo, lowered his rating on SentinelOne, Inc. (NYSE:S) from Overweight to Equal Weight and set a price target of $18. The downgrade is due to concerns about declining demand trends and recent departures of key executives. According to the firm, these issues will likely make it more challenging for SentinelOne to achieve significant profitability.</span></p>\n<p><span>According to Insider Monkey’s Q4 data, SentinelOne, Inc. (NYSE:S) was part of 38 hedge fund portfolios, compared to 30 in the last quarter. Dan Loeb’s Third Point is the biggest position holder in the company, with 14.70 million shares worth $214.4 million. </span></p>\n<p><span>Here</span><span> is what ClearBridge Investments SMID Cap Growth Strategy has to say about SentinelOne, Inc. (NYSE:S) in its Q4 2021 investor letter:</span></p>\n<blockquote>\n<p><span>“We added six new positions in the fourth quarter. We see next-generation cybersecurity provider SentinelOne, although early in its growth lifecycle, as capable of taking share from legacy players in the antivirus and broader cybersecurity industry.”</span></p>\n</blockquote>\n<h3><b>8. Baidu, Inc. (NASDAQ:BIDU)</b></h3>\n<p><b><i>Number of Hedge Fund Holders: 40</i></b></p>\n<p><span>Baidu, Inc. (NASDAQ:BIDU) offers internet search services in China. Baidu, Inc. (NASDAQ:BIDU) on February 22 shared additional information about its highly anticipated intelligent Ernie Bot, which is considered as the company's equivalent to ChatGPT. Ernie Bot will also provide services to the public through Baidu AI Cloud. The Ernie Bot is developed based on Baidu's extensive language model Ernie, which was introduced in 2019. </span></p>\n<p><span>On February 22, Baidu, Inc. (NASDAQ:BIDU) reported a Q4 non-GAAP EPADS of $2.21, beating market estimates by $0.16. The revenue of $4.8 billion outperformed estimates by $170 million. Free cash flow was $859 million, and free cash flow excluding iQIYI stood at $736 million.</span></p>\n<p><span>Benchmark analyst Fawne Jiang on February 23 raised the firm's price target on Baidu, Inc. (NASDAQ:BIDU) to $210 from $200 and kept a Buy rating on the shares after the company reported better than expected Q4 results and highlighted an improving ad outlook in Q1 as mobility returns to normal in China.</span></p>\n<p><span>According to Insider Monkey’s Q4 data, 40 hedge funds were long Baidu, Inc. (NASDAQ:BIDU), compared to 43 funds in the prior quarter. John W. Rogers’ Ariel Investments is the largest stakeholder of the company, with 2.85 million shares worth $326.3 million. </span></p>\n<p><span>Ariel Investment made the following comment about Baidu, Inc. (NASDAQ:BIDU) in its Q3 2022 investor </span><span>letter</span><span>:</span></p>\n<blockquote>\n<p><span>“China’s internet search and online community leader Baidu, Inc. (NASDAQ:BIDU) also weighed on relative results in the quarter. Continuing macro headwinds driven by China’s Zero-Covid policy are resulting in sluggish advertising trends. Looking ahead, the company remains committed to sustainable, profitable growth as management works to improve overall operational efficiency, executing on its strategic commitments around technological innovation and the transition to a green economy. We also continue to be enthusiastic about Baidu’s longer-term opportunity for revenue growth and margin expansion across internet search, cloud, autonomous driving, artificial intelligence and online video.”</span></p>\n</blockquote>\n<h3><b>7. International Business Machines Corporation (NYSE:<a href=\"https://laohu8.com/S/IBM\">IBM</a>)</b></h3>\n<p><b><i>Number of Hedge Fund Holders: 43</i></b></p>\n<p><span>International Business Machines Corporation (NYSE:IBM) is an American multinational technology corporation that specializes in advanced computer chips, quantum computing, artificial intelligence, and data infrastructure. The company provides AI for customer service, AI for business automation, and explainable AI. On January 31, International Business Machines Corporation (NYSE:IBM) declared a quarterly dividend of $1.65 per share, in line with previous. The dividend is payable on March 10, to shareholders of record on February 10. It is one of the best AI stocks for 2023. </span></p>\n<p><span>On February 6, Logan Purk, an analyst at Edward Jones, lowered International Business Machines Corporation (NYSE:IBM)’s rating from Buy to Hold, without providing a price target. In a research note to investors, the analyst stated that with IBM's business transformation now complete and the stock rising on the potential for accelerated growth, the shares are correctly valued.</span></p>\n<p><span>According to Insider Monkey’s data, International Business Machines Corporation (NYSE:IBM) was part of 43 hedge fund portfolios at the end of December 2022, compared to 40 in the prior quarter. Phill Gross and Robert Atchinson’s Adage Capital Management is a prominent stakeholder of the company, with 919,590 shares worth $129.5 million. </span></p>\n<p><span>In its Q1 2022 investor letter, </span><span>St. James Investment Company</span><span>, an asset management firm, highlighted a few stocks and International Business Machines Corporation (NYSE:IBM) was one of them. </span><span>Here</span><span> is what the fund said:</span></p>\n<blockquote>\n<p><span>“IBM was not the first company to build computers. The distinction belongs to Sperry-Rand’s subsidiary UNIVAC, which introduced the first commercially successful computers in the early 1950s. In this era, IBM did possess the largest research and development department of the business machines industry and quickly caught up, introducing cost-competitive computers a few years after UNIVAC. By the late 1950s, IBM held the dominant market share in computers. IBM also touted a vastly superior sales organization, which used a sales tactic called “paper machines” (the equivalent of today’s “vaporware”). If a competitor’s product was selling well in a market segment that IBM had yet to penetrate, the company would announce a competing product and start taking orders for the “paper machine” long before it was available. (</span><span>read more</span><span>)</span></p>\n</blockquote>\n<h3><b>6. Intel Corporation (NASDAQ:INTC)</b></h3>\n<p><b><i>Number of Hedge Fund Holders: 62</i></b></p>\n<p><span>Intel Corporation (NASDAQ:INTC) designs, manufactures, and sells computing and related products worldwide. It operates through Client Computing Group, Data Center and AI, Network and Edge, Accelerated Computing Systems and Graphics, Intel Foundry Services, and Other segments. </span></p>\n<p><span>On February 23, Joseph Moore, an analyst at Morgan Stanley, raised Intel Corporation (NASDAQ:INTC)’s rating from Underweight to Equal Weight, with a price target of $28, down from $29.50. According to the analyst, the rumors of a dividend cut have had a negative impact on the stock, but it is the right decision to make. Despite the material underperformance of the stock in late 2022 and year-to-date, and the negative impact of the dividend cut, the firm believes that the current share levels present a balanced risk-reward situation. Additionally, Morgan Stanley now sees limited downside risk in Intel's shares.</span></p>\n<p><span>According to Insider Monkey’s fourth quarter database, 62 hedge funds were bullish on Intel Corporation (NASDAQ:INTC), compared to 69 funds in the earlier quarter. John Overdeck and David Siegel’s Two Sigma Advisors is a prominent stakeholder of the company, with 11.2 million shares worth $297.3 million.</span></p>\n<p><span>In addition to Alphabet Inc. (NASDAQ:GOOG), Amazon.com, Inc. (NASDAQ:AMZN), and Microsoft Corporation (NASDAQ:MSFT), Intel Corporation (NASDAQ:INTC) is one of the premier AI stocks to monitor. </span></p>\n<p><span>ClearBridge Investments</span><span> made the following comment about Intel Corporation (NASDAQ:INTC) in its Q3 2022 investor </span><span>letter</span><span>:</span></p>\n<blockquote>\n<p><span>“Also on the detractor side, Intel Corporation (NASDAQ:INTC) delivered a disappointing revenue miss and lowered full-year revenue and earnings guidance as COVID-19-driven demand for PCs abated (where Intel enjoys half its sales) and a delay in its flagship Sapphire Rapids CPU hurt its data center business. Despite these issues, we still believe Intel is an economically sensitive turnaround story with substantial upside.”</span></p>\n</blockquote>     \n<p><strong>Click to continue reading and see 5 Best AI Stocks For 2023. </strong></p>   Suggested articles: \n<ul>\n<li><span>15 Best Oil Stocks to Buy</span></li>\n<li><span>10 Small Cap SaaS Stocks Hedge Funds are Piling Into</span></li>\n<li><span>13 Most Profitable Food Stocks</span></li>\n</ul>   \n<p>Disclosure: None. <strong>12 Best AI Stocks For 2023 </strong>is originally published on Insider Monkey.</p></body></html>","source":"yahoofinance","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>12 Best AI Stocks For 2023</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\">\n12 Best AI Stocks For 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-25 01:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/12-best-ai-stocks-2023-174821787.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In this article, we discuss 12 best AI stocks for 2023. If you want to see more stocks in this selection, check out 5 Best AI Stocks For 2023. \nAccording to Precedence Research, as of 2022, the global...</p>\n\n<a href=\"https://finance.yahoo.com/news/12-best-ai-stocks-2023-174821787.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/T34IOot8NMQ3ztxrb9zRgA--~B/aD0xMjgwO3c9MTkyMDthcHBpZD15dGFjaHlvbg--/https://media.zenfs.com/en/insidermonkey.com/4c8237bdb0e3fadddfada11808dd2349","relate_stocks":{"BIDU":"百度","BK4535":"淡马锡持仓","GOOG":"谷歌","BK4077":"互动媒体与服务","BK4543":"AI","BK4579":"人工智能","GOOGL":"谷歌A","EPAM":"Epam Systems","BK4588":"碎股","BK4526":"热门中概股","IBM":"IBM","INTC":"英特尔","BK4552":"Archegos爆仓风波概念","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0287142896.SGD":"Fidelity China Focus A-SGD","S":"SentinelOne, Inc","QNETCN":"纳斯达克中美互联网老虎指数","BK4504":"桥水持仓","NVDA":"英伟达","AI":"C3.ai, Inc.","PLTR":"Palantir Technologies Inc.","BK4514":"搜索引擎","LU0173614495.USD":"富达中国焦点A","BK4548":"巴美列捷福持仓","LU0359201612.USD":"贝莱德中国基金A2","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","BK4528":"SaaS概念","BK4023":"应用软件","BK4531":"中概回港概念","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0640798160.USD":"EASTSPRING INVESTMENTS GLOBAL EMERGING MARKET DYNAMIC \"A\" (USD) ACC","AMZN":"亚马逊","LU1115378108.SGD":"Eastspring Investments - Global Emerging Markets Dynamic AS SGD","BK4587":"ChatGPT概念"},"source_url":"https://finance.yahoo.com/news/12-best-ai-stocks-2023-174821787.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2314188382","content_text":"In this article, we discuss 12 best AI stocks for 2023. If you want to see more stocks in this selection, check out 5 Best AI Stocks For 2023. \nAccording to Precedence Research, as of 2022, the global AI market was valued at approximately $119.78 billion, and it is projected to reach $1,597.1 billion by 2030, with a compound annual growth rate of 38.1% from 2022 to 2030. In the upcoming years, the global artificial intelligence market is expected to experience significant growth due to increasing demand for the technology across various industries, including automotive, healthcare, banking and finance, manufacturing, food and beverages, logistics, and retail. Technological advancements have played a vital role in the growth of these industries.\nThe global AI market is experiencing significant growth, driven by the increasing demand for life-saving medical devices and self-driving capabilities in electric vehicles. The trend towards digitalization is also contributing to the growth. Major tech companies like Alphabet Inc. (NASDAQ:GOOG), Amazon.com, Inc. (NASDAQ:AMZN), and Microsoft Corporation (NASDAQ:MSFT) are investing in the development and enhancement of AI applications. These companies are also striving to improve access to AI technology, which is expected to further fuel the growth of the AI market during the forecast period.\nNVIDIA Corporation (NASDAQ:NVDA)’s shares surged by more than 14% following the company's announcement of better-than-expected earnings. Analysts are optimistic about the company's focus on artificial intelligence, with Rosenblatt Securities' Hans Mosesmann stating that NVIDIA Corporation (NASDAQ:NVDA)’s AI strategy is growing rapidly and will have a significant impact on both its competitors and the wider world. NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang told the analysts in a recent meeting:\n\n“AI adoption is at an inflection point. OpenAI’s ChatGPT has captured interest worldwide, allowing people to experience AI firsthand, showing what’s possible with generative AI.” \n\nInvestors can also check out 10 High Growth AI Stocks To Buy and 11 Best Small Cap AI Stocks To Buy. \nOur Methodology \nWe selected the following AI stocks based on overall hedge fund sentiment toward each stock. We have assessed the hedge fund sentiment from Insider Monkey’s database of 943 elite hedge funds tracked as of the end of the fourth quarter of 2022. The list is arranged in ascending order of the number of hedge fund holders in each firm. \n Photo by \nJonathan Kemper on \nUnsplash\nBest AI Stocks For 2023\n12. C3.ai, Inc. (NYSE:AI)\nNumber of Hedge Fund Holders: 19\nC3.ai, Inc. (NYSE:AI) is a California-based enterprise artificial intelligence software company in North America, Europe, the Middle East, Africa, the Asia Pacific, and internationally. On February 21, C3.ai, Inc. (NYSE:AI) announced that its expanded collaboration with Amazon Web Services (AWS) is aimed at leveraging the power of AI to help customers in industries such as defense and intelligence tackle their most pressing business challenges. As part of this collaboration, C3.ai, Inc. (NYSE:AI) will integrate its AI applications, including C3 AI Law Enforcement, with AWS services such as Amazon Comprehend.\nOn February 6, DA Davidson analyst Gil Luria initiated coverage of C3.ai, Inc. (NYSE:AI) with a Buy rating and a $30 price target. According to DA Davidson, C3.ai, Inc. (NYSE:AI) is a rare commodity in a crucial software sector and the emergence of generative AI is a game-changing application for AI. This presents an opportunity for C3.ai, Inc. (NYSE:AI) to capitalize on its significant investment and expertise in AI, as noted by the firm.\nAccording to Insider Monkey’s Q4 data, 19 hedge funds were bullish on C3.ai, Inc. (NYSE:AI), compared to 18 funds in the prior quarter. Ken Griffin’s Citadel Investment Group is the largest stakeholder of the company, with 1 million shares worth $11.6 million. \nLike Alphabet Inc. (NASDAQ:GOOG), Amazon.com, Inc. (NASDAQ:AMZN), and Microsoft Corporation (NASDAQ:MSFT), C3.ai, Inc. (NYSE:AI) is one of the best AI stocks to invest in. \n11. Palantir Technologies Inc. (NYSE:PLTR)\nNumber of Hedge Fund Holders: 28\nPalantir Technologies Inc. (NYSE:PLTR) is a Colorado-based company that builds and deploys software platforms for the intelligence community in the United States to help with counterterrorism investigations and operations. It is one of the best AI stocks to monitor. On February 13, Palantir Technologies Inc. (NYSE:PLTR) reported a Q4 non-GAAP EPS of $0.04 and a revenue of $508.62 million, outperforming Wall Street estimates by $0.01 and $3.64 million. \nOn February 14, Mizuho analyst Matthew Broome raised the firm's price target on Palantir Technologies Inc. (NYSE:PLTR) to $8 from $7 and kept a Neutral rating on the shares. In a research note to investors, the analyst described Palantir Technologies Inc. (NYSE:PLTR)’s Q4 results as \"mixed,\" with revenue slightly exceeding consensus and the company reporting GAAP profitability for the first time, which was surprising. However, the total contract value for the quarter was low, reflecting the unpredictable nature of the business, and remaining deal value decreased partly due to headwinds from the commercial strategic investment program, according to Mizuho. Furthermore, the firm noted that Palantir Technologies Inc. (NYSE:PLTR)’s revenue growth guidance for 2023 was lower than what was expected by the Street.\nAccording to Insider Monkey’s Q4 database, 28 hedge funds were bullish on Palantir Technologies Inc. (NYSE:PLTR), compared to 35 funds in the earlier quarter. D E Shaw is the biggest investor in the company. \nHere is what Tao Value has to say about Palantir Technologies Inc. (NYSE:PLTR) in its Q4 2021 investor letter:\n\n“We have no new position this quarter and have made below changes to our portfolio. We also sold Palantir (PLTR) as I identified it subject to high retail bubble risk (using above method) and are not part of our core “Mindful Compounder” holdings.”\n\n10. EPAM Systems, Inc. (NYSE:EPAM)\nNumber of Hedge Fund Holders: 35\nEPAM Systems, Inc. (NYSE:EPAM) provides digital platform engineering and software development services worldwide. The company provides AI-powered platforms for data acquisition, intelligent automation solutions, and conversational AI for revolutionizing banking. EPAM Systems, Inc. (NYSE:EPAM) is one of the premier artificial intelligence stocks to invest in. In Q4 2022, the company reported a Q4 non-GAAP EPS of $2.93, beating market estimates by $0.25. The revenue of $1.23 billion climbed 11.2% year-over-year, in-line with Wall Street consensus. \nOn February 21, Barclays maintained an Overweight rating on EPAM Systems, Inc. (NYSE:EPAM) but lowered the firm's price target on the shares to $380 from $400 ahead of the Q4 earnings report.\nAccording to Insider Monkey’s Q4 data, EPAM Systems, Inc. (NYSE:EPAM) was part of 35 hedge fund portfolios, compared to 34 in the last quarter. Stephen Mandel’s Lone Pine Capital is the largest stakeholder of the company, with a position worth $197.5 million.  \nHere is what White Falcon Capital Management has to say about EPAM Systems, Inc. (NYSE:EPAM) in its Q3 2022 investor letter:\n\n“Half of the portfolio had positive realized and unrealized gains for the year. Out of these, EPAM Systems and Maxar were the largest positive contributors to performance. In addition, our weight in the commodity sector, including the precious metals hedge, produced substantial positive returns.\nEPAM Systems is an IT services company. We initiated a position in EPAM after it sold off when Russia invaded Ukraine. The concern was that EPAM had a large part of its workforce in Ukraine, Belarus and Russia. Until then, EPAM had been a high quality compounder whose stock price had gone up 10x in the previous 10 years. It was a strong company that had come across some temporary headwinds and our analysis (Q1 2022 letter) confirmed that the risks are manageable. We bought the stock at $210 per share in Q1 and sold about a quarter of our position in the $400-450 range in Q3. EPAM remains a top 10 position and closed the year at $330 per share.”\n\n9. SentinelOne, Inc. (NYSE:S)\nNumber of Hedge Fund Holders: 38\nSentinelOne, Inc. (NYSE:S) was incorporated in 2013 and is headquartered in Mountain View, California. It operates as a cybersecurity provider in the United States and internationally. Its Singularity XDR Platform offers an artificial intelligence-powered autonomous threat prevention, detection, and response capabilities across a company’s endpoints and cloud workloads. \nOn February 21, Andrew Nowinski, an analyst at Wells Fargo, lowered his rating on SentinelOne, Inc. (NYSE:S) from Overweight to Equal Weight and set a price target of $18. The downgrade is due to concerns about declining demand trends and recent departures of key executives. According to the firm, these issues will likely make it more challenging for SentinelOne to achieve significant profitability.\nAccording to Insider Monkey’s Q4 data, SentinelOne, Inc. (NYSE:S) was part of 38 hedge fund portfolios, compared to 30 in the last quarter. Dan Loeb’s Third Point is the biggest position holder in the company, with 14.70 million shares worth $214.4 million. \nHere is what ClearBridge Investments SMID Cap Growth Strategy has to say about SentinelOne, Inc. (NYSE:S) in its Q4 2021 investor letter:\n\n“We added six new positions in the fourth quarter. We see next-generation cybersecurity provider SentinelOne, although early in its growth lifecycle, as capable of taking share from legacy players in the antivirus and broader cybersecurity industry.”\n\n8. Baidu, Inc. (NASDAQ:BIDU)\nNumber of Hedge Fund Holders: 40\nBaidu, Inc. (NASDAQ:BIDU) offers internet search services in China. Baidu, Inc. (NASDAQ:BIDU) on February 22 shared additional information about its highly anticipated intelligent Ernie Bot, which is considered as the company's equivalent to ChatGPT. Ernie Bot will also provide services to the public through Baidu AI Cloud. The Ernie Bot is developed based on Baidu's extensive language model Ernie, which was introduced in 2019. \nOn February 22, Baidu, Inc. (NASDAQ:BIDU) reported a Q4 non-GAAP EPADS of $2.21, beating market estimates by $0.16. The revenue of $4.8 billion outperformed estimates by $170 million. Free cash flow was $859 million, and free cash flow excluding iQIYI stood at $736 million.\nBenchmark analyst Fawne Jiang on February 23 raised the firm's price target on Baidu, Inc. (NASDAQ:BIDU) to $210 from $200 and kept a Buy rating on the shares after the company reported better than expected Q4 results and highlighted an improving ad outlook in Q1 as mobility returns to normal in China.\nAccording to Insider Monkey’s Q4 data, 40 hedge funds were long Baidu, Inc. (NASDAQ:BIDU), compared to 43 funds in the prior quarter. John W. Rogers’ Ariel Investments is the largest stakeholder of the company, with 2.85 million shares worth $326.3 million. \nAriel Investment made the following comment about Baidu, Inc. (NASDAQ:BIDU) in its Q3 2022 investor letter:\n\n“China’s internet search and online community leader Baidu, Inc. (NASDAQ:BIDU) also weighed on relative results in the quarter. Continuing macro headwinds driven by China’s Zero-Covid policy are resulting in sluggish advertising trends. Looking ahead, the company remains committed to sustainable, profitable growth as management works to improve overall operational efficiency, executing on its strategic commitments around technological innovation and the transition to a green economy. We also continue to be enthusiastic about Baidu’s longer-term opportunity for revenue growth and margin expansion across internet search, cloud, autonomous driving, artificial intelligence and online video.”\n\n7. International Business Machines Corporation (NYSE:IBM)\nNumber of Hedge Fund Holders: 43\nInternational Business Machines Corporation (NYSE:IBM) is an American multinational technology corporation that specializes in advanced computer chips, quantum computing, artificial intelligence, and data infrastructure. The company provides AI for customer service, AI for business automation, and explainable AI. On January 31, International Business Machines Corporation (NYSE:IBM) declared a quarterly dividend of $1.65 per share, in line with previous. The dividend is payable on March 10, to shareholders of record on February 10. It is one of the best AI stocks for 2023. \nOn February 6, Logan Purk, an analyst at Edward Jones, lowered International Business Machines Corporation (NYSE:IBM)’s rating from Buy to Hold, without providing a price target. In a research note to investors, the analyst stated that with IBM's business transformation now complete and the stock rising on the potential for accelerated growth, the shares are correctly valued.\nAccording to Insider Monkey’s data, International Business Machines Corporation (NYSE:IBM) was part of 43 hedge fund portfolios at the end of December 2022, compared to 40 in the prior quarter. Phill Gross and Robert Atchinson’s Adage Capital Management is a prominent stakeholder of the company, with 919,590 shares worth $129.5 million. \nIn its Q1 2022 investor letter, St. James Investment Company, an asset management firm, highlighted a few stocks and International Business Machines Corporation (NYSE:IBM) was one of them. Here is what the fund said:\n\n“IBM was not the first company to build computers. The distinction belongs to Sperry-Rand’s subsidiary UNIVAC, which introduced the first commercially successful computers in the early 1950s. In this era, IBM did possess the largest research and development department of the business machines industry and quickly caught up, introducing cost-competitive computers a few years after UNIVAC. By the late 1950s, IBM held the dominant market share in computers. IBM also touted a vastly superior sales organization, which used a sales tactic called “paper machines” (the equivalent of today’s “vaporware”). If a competitor’s product was selling well in a market segment that IBM had yet to penetrate, the company would announce a competing product and start taking orders for the “paper machine” long before it was available. (read more)\n\n6. Intel Corporation (NASDAQ:INTC)\nNumber of Hedge Fund Holders: 62\nIntel Corporation (NASDAQ:INTC) designs, manufactures, and sells computing and related products worldwide. It operates through Client Computing Group, Data Center and AI, Network and Edge, Accelerated Computing Systems and Graphics, Intel Foundry Services, and Other segments. \nOn February 23, Joseph Moore, an analyst at Morgan Stanley, raised Intel Corporation (NASDAQ:INTC)’s rating from Underweight to Equal Weight, with a price target of $28, down from $29.50. According to the analyst, the rumors of a dividend cut have had a negative impact on the stock, but it is the right decision to make. Despite the material underperformance of the stock in late 2022 and year-to-date, and the negative impact of the dividend cut, the firm believes that the current share levels present a balanced risk-reward situation. Additionally, Morgan Stanley now sees limited downside risk in Intel's shares.\nAccording to Insider Monkey’s fourth quarter database, 62 hedge funds were bullish on Intel Corporation (NASDAQ:INTC), compared to 69 funds in the earlier quarter. John Overdeck and David Siegel’s Two Sigma Advisors is a prominent stakeholder of the company, with 11.2 million shares worth $297.3 million.\nIn addition to Alphabet Inc. (NASDAQ:GOOG), Amazon.com, Inc. (NASDAQ:AMZN), and Microsoft Corporation (NASDAQ:MSFT), Intel Corporation (NASDAQ:INTC) is one of the premier AI stocks to monitor. \nClearBridge Investments made the following comment about Intel Corporation (NASDAQ:INTC) in its Q3 2022 investor letter:\n\n“Also on the detractor side, Intel Corporation (NASDAQ:INTC) delivered a disappointing revenue miss and lowered full-year revenue and earnings guidance as COVID-19-driven demand for PCs abated (where Intel enjoys half its sales) and a delay in its flagship Sapphire Rapids CPU hurt its data center business. Despite these issues, we still believe Intel is an economically sensitive turnaround story with substantial upside.”\n     \nClick to continue reading and see 5 Best AI Stocks For 2023.    Suggested articles: \n\n15 Best Oil Stocks to Buy\n10 Small Cap SaaS Stocks Hedge Funds are Piling Into\n13 Most Profitable Food Stocks\n   \nDisclosure: None. 12 Best AI Stocks For 2023 is originally published on Insider Monkey.","news_type":1},"isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921791821,"gmtCreate":1671121031663,"gmtModify":1676538494766,"author":{"id":"3575983623700639","authorId":"3575983623700639","name":"DERRICK0202","avatar":"https://static.tigerbbs.com/292eb3c2a26aa7f1304b02f8c67831a3","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575983623700639","authorIdStr":"3575983623700639"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921791821","repostId":"2291809280","repostType":2,"repost":{"id":"2291809280","kind":"highlight","pubTimestamp":1671060404,"share":"https://ttm.financial/m/news/2291809280?lang=&edition=fundamental","pubTime":"2022-12-15 07:26","market":"hk","language":"zh","title":"隔夜美股全复盘(12.15)| 靴子落地！美联储如期加息50bp，鲍威尔表示，确信通胀持续下降之前不考虑降息，美股止步两连涨，特斯拉再创两年新低，热门中概跑赢大盘","url":"https://stock-news.laohu8.com/highlight/detail?id=2291809280","media":"格隆汇","summary":"靴子落地！美联储如期加息50bp，鲍威尔表示，确信通胀持续下降之前不考虑降息，美股止步两连涨，特斯拉再创两年新低，热门中概跑赢大盘","content":"<html><body><p><span>01 大盘</span></p><p>昨夜美股三大股指在美联储公布利率决议后，尾盘维持跌势，止步两连涨，科技股领跌。截至收盘，道指跌 0.42%，纳指跌 0.76%，标普跌 0.61%。美国十年国债收益率跌 0.742%，收报3.479%，相较两年期国债收益率差-74个基点。恐慌指数VIX跌 6.25%，布伦特原油收涨 2.98%，现货黄金收跌 0.18%，报1807.52美元/盎司。<a href=\"https://laohu8.com/S/USDindex.FOREX\">美元指数</a>持续回落，收报103.59。</p><p><img src=\"https://img3.gelonghui.com/7f6df-2fd1d99f-764f-471e-b79b-0b77625752b1.png\"/></p><p>俄乌冲突方面，克里姆林宫表示，未收到任何关于乌克兰在圣诞节以及新年停火的提议。乌克兰总统泽连斯基召开最高统帅部会议，会议听取了前线局势的汇报，并特别关注了边境安全保障问题。此外，会议还就加强防空和反导弹防御、保护能源基础设施等问题进行了讨论。美国驻北约大使朱莉安娜·史密斯13日承认，由于向乌克兰输送了大量武器，几乎所有北约国家都面临着武器和弹药库的枯竭。</p><p>英国11月CPI月率录得0.4%，为2022年1月以来最小增幅。11月零售物价指数月率录得0.5%，为2022年1月以来最小增幅。市场预期周四欧洲央行和英国央行均将加息步伐放缓至50个基点。</p><p>据美联储FOMC声明及主席鲍威尔发布会：一致同意加息50个基点至4.25%-4.5%区间，利率水平为2007年以来新高，符合市场预期，今年累计加息425个基点；持续加息可能是适当的。下次会议加息幅度取决于数据和就业市场；政策正接近充分限制性；确信通胀持续下降之前，不考虑降息。下调明后两年GDP增速预期，明年仅增长0.5%；经济软着陆仍有可能，没有评估接受衰退的接受程度。全线上调未来通胀预测，风险趋向上行；置评近期数据录得可喜的下降，但需要更多证据。全线上调未来利率水平，多数官员预计2023年底利率将在5%至5.5%之间，2023年的利率（5.1%）预测将代表利率峰值。截至发稿，市场定价明年5月达到4.87%的终端利率，2月加息25BP概率在60%一线，明年有50BP的降息空间。 美股在鲍威尔讲话之际收复失地，在讲话结束后重拾跌势；美债收益率整体下行约10BP；从结果看，外汇市场不温不火。</p><p>02 行业&amp;个股</p><p>行业板块方面，除医疗收涨0.16%外，标普其他10大板块悉数收跌：日常消费、公用事业、工业、能源、高科技、和房地产均收跌1%以内，原料、金融、通讯、半导体分别收跌1.07%、1.25%、1.3%和1.5%。</p><p>概念板块方面，航空ETF跌0.06%，旅行服务板块跌0.51%，高端酒店万豪跌2.32%，<a href=\"https://laohu8.com/S/ABNB\">爱彼迎</a>涨0.63%，<a href=\"https://laohu8.com/S/NCLH\">挪威邮轮</a>涨0.33%。<a href=\"https://laohu8.com/S/000591\">太阳能</a>板块涨2.63%。金融科技板块方面，<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>收跌1.45%，巴菲特概念股NU跌1.55%。网络安全板块跌0.43%，SQ收涨0.31%。</p><p>中概股涨跌不一，KWEB涨0.29%。<a href=\"https://laohu8.com/S/TSM\">台积电</a>跌 0.61%，。阿里跌0.55%，淘宝天猫联合网商银行，从2022年12月至2023年2月，对符合条件的商家给予百亿规模的信用贷临时额度支持；前阿里副总裁离开金地物业，供职仅一年。<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨 1.43%，<a href=\"https://laohu8.com/S/JD\">京东</a>涨 1.31%，京东从全国调集快递小哥定向增援北京快递配送。理想跌 0.29%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌 1.71%，或将推出百万级豪车。小鹏跌 1.16%。滴滴跌 7.6%，<a href=\"https://laohu8.com/S/HTHT\">华住</a>跌 0.64%，富途涨 2.15%，B站涨 2.08%，据联交所，12月14日，公司根据2018年股份激励计划向140名承授人授出合共196.74万份限制性股份单位。<a href=\"https://laohu8.com/S/LUCKIN\">瑞幸咖啡</a>涨 0.81%，<a href=\"https://laohu8.com/S/MNSO\">名创优品</a>涨 0.53%。</p><p>大型科技股多数收跌。<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌 1.55%，传苹果准备在其iPhone和iPad上引入外部应用程序商店，允许用户从第三方应用商店下载APP，目的是满足欧盟2024年的严格要求。<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨 0.12%，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>跌 0.56%，旗下自动驾驶公司Waymo已向加州公用事业委员会（CPUC）申请提供全自动驾驶出租车服务所需的最后一个许可。<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌 0.98%，纳斯达克完成美国首个期权市场向亚马逊云科技迁移。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌 2.58%，特斯拉Model S和Model X正式上线Steam游戏平台。Meta涨 1.2%，欧盟委员会表示，美国的隐私保护措施是“适当的”，欧盟在拜登命令之后允许推特和Facebook等社交媒体/科技公司的用户数据继续输送到美国。</p><p><a href=\"https://laohu8.com/S/PFE\">辉瑞</a>涨2.66%，与美国政府达成近20亿美元协议，美国政府将额外购买370万个疗程的新冠口服药物Paxlovid，计划将在2023年初交付；知情人士表示，新冠药物Paxlovid网售为不实消息，该药物为仅在医院内售卖的处方药，国内售价仍为2300元每盒，不存在加价售卖问题。<a href=\"https://laohu8.com/S/DAL\">达美航空</a>涨2.79%，预计2022年营收为455亿-456亿美元，2023年调整后EPS为5-6美元；并重申2024年EPS超过7美元的财务目标。</p><p>03 每日焦点</p><p>1.中金：通胀数据支持美联储放缓加息，但不支持其很快转向宽松</p><p>12月14日消息，中金研报认为，一方面，对利率更为敏感的二手车及与房地产相关的商品和服务价格“驶向”下行通道，说明前期货币政策紧缩的成效已逐渐显现。但另一方面，美联储官员更为担心的“工资-通胀”螺旋风险仍难言平息，过去两个月的通胀报告中，不包括能源和房租的服务价格并未出现确定性回落趋势，“抗通胀”的工作还难言胜利。此外，过去一个月美股反弹，金融条件转向宽松，有利于居民部门净资产增加，不排除美国经济在通胀回落下，未来需求有所反弹，从而再度推高通胀的可能。在此背景下，美联储未来或不会再大幅加息，但也不具备讨论降息的条件。</p><p>2.IEA：随着俄罗斯出口下滑，明年油价可能会上涨</p><p>12月14日消息，IEA表示，随着西方的制裁措施挤压俄罗斯的石油供应以及市场需求超出此前预期，明年油价可能会上涨。IEA月报显示，预计俄罗斯的石油产量将在明年第一季度末暴跌14%。如果这一预测属实，它可能会扭转石油期货的近期趋势。IEA方面称，尽管油价下跌对面临通胀飙升的消费者来说是一个可喜的消息，但对俄罗斯原油和产品供应实施禁运的全面影响仍有待观察。随着市场度过冬季，预计明年第二季度石油收支将趋于紧缩，且不排除价格再次上涨的可能性。</p><p>3.德勤预计香港明年新股上市集资额增至2300亿港元</p><p>《香港经济日报》12月14日消息，虽然香港下半年新股数目回暖，但德勤中国料全年新股集资额仍按年下跌7成，达到1020亿港元，创10年低位，上市宗数跌15%至82宗，排名升至第四位。不过德勤中国预计，受惠防疫政策调整，加息步伐放缓及FINI，明年集资额可达2300亿港元，IPO上市宗数增至110只。</p><p>4.广州动工建设12英寸晶圆制造量产线</p><p>12月14日消息，广州市2022年第四季度重大项目开工暨增芯项目动工活动14日在广州市增城区举办。据了解，增芯项目计划投资70亿元，将建设月加工2万片12英寸的晶圆制造量产线。增芯项目位于广州增城经济技术开发区。根据计划，项目于今年12月开工，2024年上半年通线，2025年年底满产。目前已完成设备选型、技术产品导入以及人才引进等工作。</p><p>5.<a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>得克萨斯州芯片厂税收激励申请已获批</p><p>12月14日消息，据报道，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>电子去年11月份宣布在得克萨斯州泰勒的半导体工厂，计划在2024年下半年投入运营，最新的报道称，三星电子在泰勒建厂的税收激励申请，已经获得批准，三星方面将因此获得48亿美元的税收激励。另外，三星电子已开始订购这一工厂洁净室所需的设备，部分在明年1月份就将开始交付。</p><p>04 今日前瞻</p><p>今日重点关注的财经数据</p><p>（1）21:15 欧洲央行公布利率决议</p><p>（2）21:30 美国至12月10日当周初请失业金人数</p><p>（3）21:30 美国11月零售销售月率</p><p>（4）21:45 欧洲央行行长拉加德召开新闻发布会</p><p><img src=\"https://img3.gelonghui.com/7d7dd-c2a83738-1c59-4253-a52b-8a6e6b6862fe.png\"/></p></body></html>","source":"gelonghui_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>隔夜美股全复盘(12.15)| 靴子落地！美联储如期加息50bp，鲍威尔表示，确信通胀持续下降之前不考虑降息，美股止步两连涨，特斯拉再创两年新低，热门中概跑赢大盘</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; 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.h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n隔夜美股全复盘(12.15)| 靴子落地！美联储如期加息50bp，鲍威尔表示，确信通胀持续下降之前不考虑降息，美股止步两连涨，特斯拉再创两年新低，热门中概跑赢大盘\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-15 07:26 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/568821><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>01 大盘昨夜美股三大股指在美联储公布利率决议后，尾盘维持跌势，止步两连涨，科技股领跌。截至收盘，道指跌 0.42%，纳指跌 0.76%，标普跌 0.61%。美国十年国债收益率跌 0.742%，收报3.479%，相较两年期国债收益率差-74个基点。恐慌指数VIX跌 6.25%，布伦特原油收涨 2.98%，现货黄金收跌 0.18%，报1807.52美元/盎司。美元指数持续回落，收报103.59。俄乌...</p>\n\n<a href=\"https://www.gelonghui.com/p/568821\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img7.gelonghui.com/column/2/140.png","relate_stocks":{"513500":"标普500ETF","BK4509":"腾讯概念","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","DOG":"道指反向ETF","QNETCN":"纳斯达克中美互联网老虎指数","BK4527":"明星科技股","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4526":"热门中概股","SG9999002463.SGD":"LionGlobal China Growth SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","SG9999002232.USD":"Allianz Global High Payout 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Technology A2 SGD-H","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4585":"ETF&股票定投概念","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","SG9999001176.SGD":"UOB UNITED GLOBAL HEALTHCARE \"SGD\" (ACC)","LU0238689110.USD":"贝莱德环球动力股票基金"},"source_url":"https://www.gelonghui.com/p/568821","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2291809280","content_text":"01 大盘昨夜美股三大股指在美联储公布利率决议后，尾盘维持跌势，止步两连涨，科技股领跌。截至收盘，道指跌 0.42%，纳指跌 0.76%，标普跌 0.61%。美国十年国债收益率跌 0.742%，收报3.479%，相较两年期国债收益率差-74个基点。恐慌指数VIX跌 6.25%，布伦特原油收涨 2.98%，现货黄金收跌 0.18%，报1807.52美元/盎司。美元指数持续回落，收报103.59。俄乌冲突方面，克里姆林宫表示，未收到任何关于乌克兰在圣诞节以及新年停火的提议。乌克兰总统泽连斯基召开最高统帅部会议，会议听取了前线局势的汇报，并特别关注了边境安全保障问题。此外，会议还就加强防空和反导弹防御、保护能源基础设施等问题进行了讨论。美国驻北约大使朱莉安娜·史密斯13日承认，由于向乌克兰输送了大量武器，几乎所有北约国家都面临着武器和弹药库的枯竭。英国11月CPI月率录得0.4%，为2022年1月以来最小增幅。11月零售物价指数月率录得0.5%，为2022年1月以来最小增幅。市场预期周四欧洲央行和英国央行均将加息步伐放缓至50个基点。据美联储FOMC声明及主席鲍威尔发布会：一致同意加息50个基点至4.25%-4.5%区间，利率水平为2007年以来新高，符合市场预期，今年累计加息425个基点；持续加息可能是适当的。下次会议加息幅度取决于数据和就业市场；政策正接近充分限制性；确信通胀持续下降之前，不考虑降息。下调明后两年GDP增速预期，明年仅增长0.5%；经济软着陆仍有可能，没有评估接受衰退的接受程度。全线上调未来通胀预测，风险趋向上行；置评近期数据录得可喜的下降，但需要更多证据。全线上调未来利率水平，多数官员预计2023年底利率将在5%至5.5%之间，2023年的利率（5.1%）预测将代表利率峰值。截至发稿，市场定价明年5月达到4.87%的终端利率，2月加息25BP概率在60%一线，明年有50BP的降息空间。 美股在鲍威尔讲话之际收复失地，在讲话结束后重拾跌势；美债收益率整体下行约10BP；从结果看，外汇市场不温不火。02 行业&个股行业板块方面，除医疗收涨0.16%外，标普其他10大板块悉数收跌：日常消费、公用事业、工业、能源、高科技、和房地产均收跌1%以内，原料、金融、通讯、半导体分别收跌1.07%、1.25%、1.3%和1.5%。概念板块方面，航空ETF跌0.06%，旅行服务板块跌0.51%，高端酒店万豪跌2.32%，爱彼迎涨0.63%，挪威邮轮涨0.33%。太阳能板块涨2.63%。金融科技板块方面，PayPal收跌1.45%，巴菲特概念股NU跌1.55%。网络安全板块跌0.43%，SQ收涨0.31%。中概股涨跌不一，KWEB涨0.29%。台积电跌 0.61%，。阿里跌0.55%，淘宝天猫联合网商银行，从2022年12月至2023年2月，对符合条件的商家给予百亿规模的信用贷临时额度支持；前阿里副总裁离开金地物业，供职仅一年。拼多多涨 1.43%，京东涨 1.31%，京东从全国调集快递小哥定向增援北京快递配送。理想跌 0.29%，蔚来跌 1.71%，或将推出百万级豪车。小鹏跌 1.16%。滴滴跌 7.6%，华住跌 0.64%，富途涨 2.15%，B站涨 2.08%，据联交所，12月14日，公司根据2018年股份激励计划向140名承授人授出合共196.74万份限制性股份单位。瑞幸咖啡涨 0.81%，名创优品涨 0.53%。大型科技股多数收跌。苹果跌 1.55%，传苹果准备在其iPhone和iPad上引入外部应用程序商店，允许用户从第三方应用商店下载APP，目的是满足欧盟2024年的严格要求。微软涨 0.12%，谷歌跌 0.56%，旗下自动驾驶公司Waymo已向加州公用事业委员会（CPUC）申请提供全自动驾驶出租车服务所需的最后一个许可。亚马逊跌 0.98%，纳斯达克完成美国首个期权市场向亚马逊云科技迁移。特斯拉跌 2.58%，特斯拉Model S和Model X正式上线Steam游戏平台。Meta涨 1.2%，欧盟委员会表示，美国的隐私保护措施是“适当的”，欧盟在拜登命令之后允许推特和Facebook等社交媒体/科技公司的用户数据继续输送到美国。辉瑞涨2.66%，与美国政府达成近20亿美元协议，美国政府将额外购买370万个疗程的新冠口服药物Paxlovid，计划将在2023年初交付；知情人士表示，新冠药物Paxlovid网售为不实消息，该药物为仅在医院内售卖的处方药，国内售价仍为2300元每盒，不存在加价售卖问题。达美航空涨2.79%，预计2022年营收为455亿-456亿美元，2023年调整后EPS为5-6美元；并重申2024年EPS超过7美元的财务目标。03 每日焦点1.中金：通胀数据支持美联储放缓加息，但不支持其很快转向宽松12月14日消息，中金研报认为，一方面，对利率更为敏感的二手车及与房地产相关的商品和服务价格“驶向”下行通道，说明前期货币政策紧缩的成效已逐渐显现。但另一方面，美联储官员更为担心的“工资-通胀”螺旋风险仍难言平息，过去两个月的通胀报告中，不包括能源和房租的服务价格并未出现确定性回落趋势，“抗通胀”的工作还难言胜利。此外，过去一个月美股反弹，金融条件转向宽松，有利于居民部门净资产增加，不排除美国经济在通胀回落下，未来需求有所反弹，从而再度推高通胀的可能。在此背景下，美联储未来或不会再大幅加息，但也不具备讨论降息的条件。2.IEA：随着俄罗斯出口下滑，明年油价可能会上涨12月14日消息，IEA表示，随着西方的制裁措施挤压俄罗斯的石油供应以及市场需求超出此前预期，明年油价可能会上涨。IEA月报显示，预计俄罗斯的石油产量将在明年第一季度末暴跌14%。如果这一预测属实，它可能会扭转石油期货的近期趋势。IEA方面称，尽管油价下跌对面临通胀飙升的消费者来说是一个可喜的消息，但对俄罗斯原油和产品供应实施禁运的全面影响仍有待观察。随着市场度过冬季，预计明年第二季度石油收支将趋于紧缩，且不排除价格再次上涨的可能性。3.德勤预计香港明年新股上市集资额增至2300亿港元《香港经济日报》12月14日消息，虽然香港下半年新股数目回暖，但德勤中国料全年新股集资额仍按年下跌7成，达到1020亿港元，创10年低位，上市宗数跌15%至82宗，排名升至第四位。不过德勤中国预计，受惠防疫政策调整，加息步伐放缓及FINI，明年集资额可达2300亿港元，IPO上市宗数增至110只。4.广州动工建设12英寸晶圆制造量产线12月14日消息，广州市2022年第四季度重大项目开工暨增芯项目动工活动14日在广州市增城区举办。据了解，增芯项目计划投资70亿元，将建设月加工2万片12英寸的晶圆制造量产线。增芯项目位于广州增城经济技术开发区。根据计划，项目于今年12月开工，2024年上半年通线，2025年年底满产。目前已完成设备选型、技术产品导入以及人才引进等工作。5.三星电子得克萨斯州芯片厂税收激励申请已获批12月14日消息，据报道，三星电子去年11月份宣布在得克萨斯州泰勒的半导体工厂，计划在2024年下半年投入运营，最新的报道称，三星电子在泰勒建厂的税收激励申请，已经获得批准，三星方面将因此获得48亿美元的税收激励。另外，三星电子已开始订购这一工厂洁净室所需的设备，部分在明年1月份就将开始交付。04 今日前瞻今日重点关注的财经数据（1）21:15 欧洲央行公布利率决议（2）21:30 美国至12月10日当周初请失业金人数（3）21:30 美国11月零售销售月率（4）21:45 欧洲央行行长拉加德召开新闻发布会","news_type":1},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921793596,"gmtCreate":1671120956315,"gmtModify":1676538494749,"author":{"id":"3575983623700639","authorId":"3575983623700639","name":"DERRICK0202","avatar":"https://static.tigerbbs.com/292eb3c2a26aa7f1304b02f8c67831a3","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575983623700639","authorIdStr":"3575983623700639"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921793596","repostId":"2291053872","repostType":2,"repost":{"id":"2291053872","kind":"highlight","pubTimestamp":1671078334,"share":"https://ttm.financial/m/news/2291053872?lang=&edition=fundamental","pubTime":"2022-12-15 12:25","market":"us","language":"zh","title":"小鹏汽车“触底反弹”：坚持聚焦智能化战略 预计12月销量强势回暖","url":"https://stock-news.laohu8.com/highlight/detail?id=2291053872","media":"中国证券报","summary":"近日，小鹏汽车发布2022年第三季度财报。第三季度小鹏汽车总营收为68.2亿元，较2021年同期上升19.3%。受部分地区疫情及供应链影响，第三季度汽车总交付量为29570辆，较2021年同期的25,666辆增长15%。值得注意的是，财报发布后连续多个工作日，小鹏汽车股价累计涨幅一度高达80%。市场普遍预期小鹏汽车在三季度完成触底反弹，四季度交付数据有望强势回升。","content":"<div>\n<p>近日，小鹏汽车发布2022年第三季度财报。第三季度小鹏汽车总营收为68.2亿元，较2021年同期上升19.3%。受部分地区疫情及供应链影响，第三季度汽车总交付量为29570辆，较2021年同期的25,666辆增长15%。值得注意的是，财报发布后连续多个工作日，小鹏汽车股价累计涨幅一度高达80%。市场普遍预期小鹏汽车在三季度完成触底反弹，四季度交付数据有望强势回升。 积极信号：亏损收窄、毛利提升　　...</p>\n\n<a href=\"http://finance.eastmoney.com/news/1354,202212152588983466.html\">Web Link</a>\n\n</div>\n","source":"eastmoney_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>小鹏汽车“触底反弹”：坚持聚焦智能化战略 预计12月销量强势回暖</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小鹏汽车“触底反弹”：坚持聚焦智能化战略 预计12月销量强势回暖\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-15 12:25 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/news/1354,202212152588983466.html><strong>中国证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，小鹏汽车发布2022年第三季度财报。第三季度小鹏汽车总营收为68.2亿元，较2021年同期上升19.3%。受部分地区疫情及供应链影响，第三季度汽车总交付量为29570辆，较2021年同期的25,666辆增长15%。值得注意的是，财报发布后连续多个工作日，小鹏汽车股价累计涨幅一度高达80%。市场普遍预期小鹏汽车在三季度完成触底反弹，四季度交付数据有望强势回升。 积极信号：亏损收窄、毛利提升　　...</p>\n\n<a href=\"http://finance.eastmoney.com/news/1354,202212152588983466.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1587":"次新股","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK1539":"汽车股","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4526":"热门中概股","BK4099":"汽车制造商","09868":"小鹏汽车-W","BK1575":"同股不同权","BK1588":"回港中概股","BK1119":"汽车制造商","BK4551":"寇图资本持仓","BK4505":"高瓴资本持仓","XPEV":"小鹏汽车","BK4555":"新能源车"},"source_url":"http://finance.eastmoney.com/news/1354,202212152588983466.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291053872","content_text":"近日，小鹏汽车发布2022年第三季度财报。第三季度小鹏汽车总营收为68.2亿元，较2021年同期上升19.3%。受部分地区疫情及供应链影响，第三季度汽车总交付量为29570辆，较2021年同期的25,666辆增长15%。值得注意的是，财报发布后连续多个工作日，小鹏汽车股价累计涨幅一度高达80%。市场普遍预期小鹏汽车在三季度完成触底反弹，四季度交付数据有望强势回升。 积极信号：亏损收窄、毛利提升　　在当晚的业绩说明会上，小鹏汽车董事长、CEO何小鹏针对市场关注的多个问题做出解读。他表示，小鹏汽车的确正在经历一段充满挑战的时期，为了更好地实现长期战略目标，小鹏汽车已经进行了深入的战略复盘和组织架构调整。在新的组织架构中，何小鹏个人将大幅减少生态企业的直接参与度，同时更加聚焦于小鹏汽车的战略、产品规划和研发，推动组织的变革和升级，落实以客户价值驱动的产、研、销、服全流程，使公司整体更加聚焦和高效。 　　公开信息显示，10月21日，何小鹏发出全员邮件，宣告进行全面组织架构调整，确立了产品、战略、技术、销售、OTA五大委员会，以及E、F、H三个车型平台。何小鹏亲自担任产品和战略委员会主任，三大平台的负责人直接向他汇报。经过本轮调整，小鹏汽车更多的决策权将集中于何小鹏本人。　　何小鹏在业绩说明会上透露，公司将聚焦核心业务，在充电、国际化等业务上做减法，将大幅控制费用支出，以显著提升经营效率。　　事实上，三季报数据已经透露出较为积极的信号。三季度小鹏汽车实现毛利率环比上升2.6个百分点。同时，净亏损环比收窄12%，这反映出小鹏汽车在经营效率提升上初见成效。需要指出的是，小鹏汽车前三季度并未放缓研发投入，研发开支仍然接近40亿元，同时，电池核心原材料碳酸锂价格仍在历史高位运行，电动车成本持续上升。在此背景下，公司实现亏损收窄和毛利率提升，背后的含金量十足。　　可以看到，尽管面临困境和挑战，何小鹏仍然保持了足够的理性和清醒。他评价说，“去年我们好的时候没有那么强，今年遇到挑战的时候也没有那么坏。” 触底反弹：G9的口碑、长期战略的优势　　何小鹏表示，未来几个季度，公司将加快提升销量和产品平均售价，同时通过车型的平台化和模块化，实现在产品研发的效率、成本的控制和供应链管理上的提升。他特别提到，随着旗舰SUV车型G9的规模交付，G9续航扎实和充电速度的口碑赢得了市场认可。小鹏汽车有信心G9将成为30万以上纯电SUV市场的前三名，并且在明年随着口碑的积累进一步缩小与第一名之间的差距。明年一季度起，小鹏汽车还将陆续推出三款新产品。 　　尽管在10月面临了近期交付量的低谷，但何小鹏表示，短期的交付波动并不会影响小鹏汽车的长期战略。他坚信，真正的智能汽车时代将从2023年下半年开始并逐步扩大，而小鹏汽车在量产自动驾驶技术上的领先优势将进一步帮助公司提升市场份额。目前，小鹏汽车正在加速开发下一代全场景智能辅助驾驶产品XNGP，计划在2023年三季度推出主要功能，并至少能支持数十个城市。随着技术进步和供应链成熟，XNGP的硬件成本有望持续下降，帮助推动XNGP在全国用户范围内的加速普及。　　市场无需过度担心，小鹏汽车的家底仍然殷实。据财报披露，截至第三季度，小鹏汽车在手现金超过400亿元人民币。管理层表示，接下来几个季度里公司将进一步着力加强成本管控，提升运营效率。此外，得益于前期产能的布局，小鹏汽车资本开支的需求在接下来的几年将会比今年有较大幅度的下降。随着接下来产品销量的提升，公司的现金流情况还会有大幅的改善。　　在对第四季度销售数据的展望上，管理层给出了乐观预测。预计第四季度小鹏汽车总交付数量约为20000-21000辆，收入预计约为48亿元-51亿元。已知11月小鹏汽车交付量为5800台左右，这意味着今年12月小鹏汽车交付水平将有望大幅上升，重回万台阵营。　　何小鹏表示，将会在未来几个季度里加快内部组织变革和管理提升的步伐，有信心实现中长期在智能汽车行业位居第一阵营的目标。（文章来源：中国证券报）","news_type":1},"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921799801,"gmtCreate":1671120826903,"gmtModify":1676538494581,"author":{"id":"3575983623700639","authorId":"3575983623700639","name":"DERRICK0202","avatar":"https://static.tigerbbs.com/292eb3c2a26aa7f1304b02f8c67831a3","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575983623700639","authorIdStr":"3575983623700639"},"themes":[],"htmlText":"great news","listText":"great news","text":"great news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921799801","repostId":"1137906061","repostType":2,"repost":{"id":"1137906061","kind":"news","pubTimestamp":1671114130,"share":"https://ttm.financial/m/news/1137906061?lang=&edition=fundamental","pubTime":"2022-12-15 22:22","market":"us","language":"en","title":"Chinese Stock Delisting Threat Eases as US Gets Access to Audit Data","url":"https://stock-news.laohu8.com/highlight/detail?id=1137906061","media":"Bloomberg","summary":"US watchdog says that it has been able to review audit papersShares jumped after the PCAOB’s announcement on ThursdayAbout 200 companies based in China and Hong Kong are no longer facing an acute thre","content":"<html><head></head><body><ul><li>US watchdog says that it has been able to review audit papers</li><li>Shares jumped after the PCAOB’s announcement on Thursday</li></ul><p><img src=\"https://static.tigerbbs.com/c0a01629590da18205cbfed927c2ea25\" tg-width=\"800\" tg-height=\"533\" referrerpolicy=\"no-referrer\"/></p><p>About 200 companies based in China and Hong Kong are no longer facing an acute threat of being booted off American stock exchanges.</p><p>The US Public Company Accounting Oversight Board said its inspectors have been able to sufficiently review audit documents from firms based in the two jurisdictions. The determination diminishes the chances that companies includingAlibaba Group Holding LtdandJD.com Inc.will be delisted in New York.</p><p>Shares of US-listed China stocks jumped across the board in premarket trading.</p><p>“Inspectors and investigators were able to view complete audit work papers with all information included, and the PCAOB was able to retain information as needed,” the watchdog said in a statement.</p><p>PCAOB Chair Erica Williams told reporters after the announcement that the agency would re-assess if access started be less available.</p><p>China and Hong Kong are the only places that historically haven’t allowed the reviews, with officials citing national security and confidentiality concerns. The auditor watchdog’s announcement follows a recent high-stakes round of PCAOB inspections in Hong Kong, which represented a major break through in a long-running dispute.</p><p>The clash over audits became a political sticking point after a US law in 2020 said firms whose work papers can’t be inspected face being kicked off theNew York Stock Exchangeand Nasdaq. The legislation set a three-year timeframe for the delisting companies.</p><p>In a separate statement, SEC Chair Gary Gensler lauded the announcement. “This marks the first time that Chinese authorities allowed access for complete inspections and investigations meeting US standards,” he said in a statement, adding that inspectors must continue to be able to review the papers.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chinese Stock Delisting Threat Eases as US Gets Access to Audit Data</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\">\nChinese Stock Delisting Threat Eases as US Gets Access to Audit Data\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-15 22:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-15/chinese-stock-delisting-risk-falls-after-us-watchdog-got-access><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>US watchdog says that it has been able to review audit papersShares jumped after the PCAOB’s announcement on ThursdayAbout 200 companies based in China and Hong Kong are no longer facing an acute ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-15/chinese-stock-delisting-risk-falls-after-us-watchdog-got-access\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDD":"拼多多","XPEV":"小鹏汽车","BABA":"阿里巴巴","LI":"理想汽车","NIO":"蔚来","JD":"京东","BIDU":"百度"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-15/chinese-stock-delisting-risk-falls-after-us-watchdog-got-access","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137906061","content_text":"US watchdog says that it has been able to review audit papersShares jumped after the PCAOB’s announcement on ThursdayAbout 200 companies based in China and Hong Kong are no longer facing an acute threat of being booted off American stock exchanges.The US Public Company Accounting Oversight Board said its inspectors have been able to sufficiently review audit documents from firms based in the two jurisdictions. The determination diminishes the chances that companies includingAlibaba Group Holding LtdandJD.com Inc.will be delisted in New York.Shares of US-listed China stocks jumped across the board in premarket trading.“Inspectors and investigators were able to view complete audit work papers with all information included, and the PCAOB was able to retain information as needed,” the watchdog said in a statement.PCAOB Chair Erica Williams told reporters after the announcement that the agency would re-assess if access started be less available.China and Hong Kong are the only places that historically haven’t allowed the reviews, with officials citing national security and confidentiality concerns. The auditor watchdog’s announcement follows a recent high-stakes round of PCAOB inspections in Hong Kong, which represented a major break through in a long-running dispute.The clash over audits became a political sticking point after a US law in 2020 said firms whose work papers can’t be inspected face being kicked off theNew York Stock Exchangeand Nasdaq. The legislation set a three-year timeframe for the delisting companies.In a separate statement, SEC Chair Gary Gensler lauded the announcement. “This marks the first time that Chinese authorities allowed access for complete inspections and investigations meeting US standards,” he said in a statement, adding that inspectors must continue to be able to review the papers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031897943,"gmtCreate":1646496015125,"gmtModify":1676534134910,"author":{"id":"3575983623700639","authorId":"3575983623700639","name":"DERRICK0202","avatar":"https://static.tigerbbs.com/292eb3c2a26aa7f1304b02f8c67831a3","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575983623700639","authorIdStr":"3575983623700639"},"themes":[],"htmlText":"nice said and thought 👍","listText":"nice said and thought 👍","text":"nice said and thought 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031897943","repostId":"2217493308","repostType":2,"repost":{"id":"2217493308","kind":"news","pubTimestamp":1646475969,"share":"https://ttm.financial/m/news/2217493308?lang=&edition=fundamental","pubTime":"2022-03-05 18:26","market":"us","language":"zh","title":"芒格坚定看好阿里背后，估值低得离谱或是最大原因","url":"https://stock-news.laohu8.com/highlight/detail?id=2217493308","media":"美股研究社","summary":"2017年3月3日，BABA的股票交易价格为103.31美元，整整5年后，2022年3月3日，股价收于102.05美元。BABA的全球年度活跃消费者达到12.8亿，这得益于季度净增长4300万客户。截至2021年12月31日的季度，来自非互联网行业的收入占阿里云部门间消除后收入的52%。BABA是全球最大国家电子商务和云领域的领导者。BABA处于继续其收入增长并多年来产生持续利润的黄金位置。地缘政治事件正在造成一些重大阻力，短期内存在巨大风险。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20220305182723122v1975gd9dv7v6rb\"/><p><strong>作者 | Steven Fiorillo</strong></p><p>2017年3月3日，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>（BABA）股价收于103.31美元。我认为市场对BABA的担忧定价错误。</p><p>我已经有一段时间没有看到任何关于VIE的东西了，这些担忧并不是什么新鲜事。VIE结构的担忧在股票超过300美元时就已经存在了。除了公众对BABA股票的看法之外，没有任何变化，这创造了更大的机会。</p><p>2020年10月27日，BABA股价收于317.14美元。从那时起，股价下跌了215.35美元或-67.85%。如果你一年前因为估值买入而进入，那么你每股下跌134.32美元或-56.83%。看着BABA的股价继续下跌变得越来越难，似乎没有什么能阻止其自由落体的势头。</p><p>如果你投资BABA的想法是快速获利，那么这是非常痛苦的。虽然我从不喜欢看到我拥有的股票下跌，但数字始终是我的决定性因素。</p><p>自2017年以来，这些数字只会变得更好，但我今天可以以不到5年前的价格购买股票，当时BABA创造了今天产生的17.46%的收入。我总是对公司进行大量研究，我不会根据别人在做什么做出任何决定。</p><p>我认为查理·芒格（Charlie Munger）对BABA的双重评价之所以重要，是因为他信任这些数字。只有时间才能证明多头或空头最终是正确的。</p><p>股价可能会继续下跌，尤其是在世界地缘政治不确定性的情况下。除非BABA出来宣布他们的会计做法存在大规模欺诈行为，否则股票看起来非常便宜，我计划再次进行平均成本法。</p><p><strong>投资不是短跑，我参加的是马拉松比赛。</strong><strong>电子商务和云基础设施仍在经历大量增长，BABA定位于从这些不断增长的市场中受益。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20220305182733965v197aa5ijznakq7\"/><p><strong>01</strong></p><p><strong>阿里巴巴股票回到2017年的水平</strong></p><p>我正在将Seeking Alpha的财务数据用于BABA，因为我不想为BABA收益报告中的每个指标进行从人民币到美元的转换。</p><p>2017年3月3日，BABA的股票交易价格为103.31美元，整整5年后，2022年3月3日，股价收于102.05美元。BABA报告截至3月31日的财年，2017年，他们创造了229.6亿美元的收入。</p><p>从这里开始，BABA实现了144.7亿美元的毛利润和62.96%的毛利率。BABA全年净收入为63.4亿美元，<span>自由现金流</span>为104.3亿美元。BABA的利润率为27.59%，FCF利润率为45.4%。</p><p>快进5年，BABA在过去12个月（TTM）中创造了1316.1亿美元的收入。因此，BABA的年收入增长了1086.3亿美元，与2017年的市盈率为11.21倍相比，其交易的市盈率为2.10倍。</p><p>2017年，BABA每股收入为9.22美元，而今天为48.70美元。能够为BABA支付2.1倍的销售额，而2017年为11.21倍，看起来像是抢手货。BABA的毛利润增加了346.5亿美元（239.41%），<span>净利润</span>增加了40亿美元（63.1%），FCF增加了104.2亿美元（99.88%）。</p><p>你要么相信这些数字是合法的，就像查理·芒格所做的那样，要么你觉得一个重大的丑闻将被揭露。<strong>BABA的市值为2878亿美元，其<span>资产负债表</span>是一座堡垒。</strong></p><p>BABA的资产负债表上有778.8亿美元的现金，相当于其市值的27.6%。BABA拥有207.3亿美元的长期债务，几乎是其现金储备的4倍。BABA拥有1745.9亿美元的账面股本，相当于其市值的60.66%。</p><p>从数字的角度来看，考虑到您为BABA支付了2.1倍的销售额和13.8倍的FCF，而其<span>股权价值</span>为1.65倍，因此没有太多要求。从数字方面来看，这是一家非常便宜的公司。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20220305182739988v1972715objegtr\"/><p><strong>02</strong></p><p><strong>阿里巴巴未来定势良好</strong></p><p><strong>BABA未来增长的很大一部分将来自云服务和电子商务。预计这两个行业将在未来十年内实现显着增长。</strong></p><p>在全球范围内，2021年第四季度的云基础设施服务支出首次在单个季度超过500亿美元。</p><p>2021年第四季度的新支出记录达到535亿美元，同比增长136亿美元（34%）。2021年，全球云基础设施服务总支出增加了497亿美元，达到1917亿美元。</p><p>虽然第四季度创下历史新高，同比增长34%，但云基础设施服务支出同比增长35%。全球云计算市场，预计到2030年达到15，549.4亿美元，复合年增长率为15.7%，根据Grand View Research，Inc.进行的一项新研究。</p><p><strong>2022年，电子商务有望首次突破零售总额20%的壁垒。</strong></p><p>到2024年，电子商务预计仅占零售总额的22.5%。许多人认为实体零售已经走到了尽头，实体店正在退出。</p><p>到2030年，电子商务甚至可能不占零售总额的30%。未来4年，电子商务预计将增长2.35万亿美元或49.67%。</p><p>到2022年，电子商务预计将增长6040亿美元或12.23%，然后在2023年增长6090亿美元（10.99%），2024年将增长6160亿美元（10.1%），到2025年将再增长6240亿美元（9.22%）。不仅仅是电子商务会增长。</p><p>总体而言，未来4年零售额也将从26.03万亿美元增长到31.27万亿美元。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20220305182741226v197kxiay7fhceh\"/><p>BABA的全球年度活跃消费者达到12.8亿，这得益于季度净增长4300万客户。其中包括中国9.79亿消费者和海外3.01亿消费者。在TTM中，BABA的中国商业业务每年约有8.82亿活跃消费者。</p><p>2021年12月，BABA的国际商务零售业务强劲增长，在TTM中实现了约3.01亿年活跃消费者。在第三季度，BABA的国际贸易批发业务同比增长约50%，这得益于出口增长。同比，BABA在其国际商务批发业务中实现了29%的收入增长。</p><p>BABA的云收入一直在持续增长。在第三季度，Cloud创造了41.5亿美元，同比增长19%。BABA认识到金融和电信行业的显着增长。阿里云的收入越来越多元化，非互联网行业的收入贡献稳步上升。截至2021年12月31日的季度，来自非互联网行业的收入占阿里云部门间消除后收入的52%。</p><p>BABA正在进军数据中心，因为已经增加了2个数据中心，一个在韩国，一个在泰国。阿里云在全球 25 个地区提供计算服务，包括马来西亚、新加坡、印度尼西亚、日本、德国和迪拜。</p><p>2021 年 11 月发布的 2021 年 Gartner 集成 IaaS+PaaS 解决方案记分卡将阿里云的 IaaS 和 PaaS 产品组合评为所有接受评估的全球供应商中得分第三高的解决方案。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20220305182752879v197p9v2onq41n6\"/><p>如果BABA经营不同类型的业务，也许我不会像现在这样看涨，也不愿意在股价持续下跌时计算平均成本。BABA是全球最大国家电子商务和云领域的领导者。预计这些市场将在整个十年内急剧增加。BABA已经证明了它的能力，海外这些细分市场的增长只会扩大。BABA处于继续其收入增长并多年来产生持续利润的黄金位置。</p><p><strong>03</strong></p><p><strong>结语</strong></p><p>我认为只要BABA的财务状况没有发生超级丑闻，这家公司就被严重低估了。</p><p>它现在的交易价格处于2017年的水平，从其估值来看，它的价格要便宜得多。BABA在两个最大的增长领域开展业务，随着世界的发展，应该会继续获得大量的新收入。</p><p>地缘政治事件正在造成一些重大阻力，短期内存在巨大风险。在这一点上，我全力以赴，财务状况，加上未来的增长，足以让我看好阿里巴巴。我认为BABA将成为未来的一项伟大投资，即使过去一年半对投资者来说只是一个困难。</p><p><strong>END</strong></p><p><strong>美股研究社（meigushe）所发布文章不具有投资建议，请各位投资者自行判断。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20220305182758388v1970bl51b3oa6a\"/><p><strong>巴菲特小试“非价值投资”，亏了3亿美元</strong></p><p><strong>大型科技股跌惨了，需要多长时间才能从崩溃中恢复?</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20220305182759071v197ub69kmdvkvl\"/><p>因为微信更改了推送规则，推文不再按照时间线显示，<strong>如果不点『在看』或者没有『星标』，</strong>可能会错过我们的推送，从而错过有关美股的重要新闻。如果不想错过我们的精彩内容，请记得点击进入“美股研究社”公众号，<strong>选择右上角“...”，点选“设为星标”。</strong>再次感谢您的持续关注！</p><img src=\"https://fid-75186.picgzc.qpic.cn/20220305182814576v197szjow0xbwhx\"/><p><strong>听说好看的人都</strong><strong>点赞</strong><strong>了~</strong></p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>芒格坚定看好阿里背后，估值低得离谱或是最大原因</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芒格坚定看好阿里背后，估值低得离谱或是最大原因\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-05 18:26 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202203051828157c7c796b&s=b><strong>美股研究社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 | Steven Fiorillo2017年3月3日，阿里巴巴（BABA）股价收于103.31美元。我认为市场对BABA的担忧定价错误。我已经有一段时间没有看到任何关于VIE的东西了，这些担忧并不是什么新鲜事。VIE结构的担忧在股票超过300美元时就已经存在了。除了公众对BABA股票的看法之外，没有任何变化，这创造了更大的机会。2020年10月27日，BABA股价收于317.14美元。...</p>\n\n<a 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4527":"明星科技股","BK4538":"云计算","BK4550":"红杉资本持仓","BK4526":"热门中概股","BK4581":"高盛持仓","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BABA":"阿里巴巴","BK4502":"阿里概念","BK1521":"挪威政府全球养老基金持仓","BRK.B":"伯克希尔B","BK1586":"云计算","BK4505":"高瓴资本持仓","BRK.A":"伯克希尔","BK4504":"桥水持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4099":"汽车制造商","BK4579":"人工智能","BK4548":"巴美列捷福持仓","BK1591":"就地过年概念","BK1142":"互联网与直销零售","BK4565":"NFT概念","BK4176":"多领域控股","BK4575":"芯片概念","BK1517":"云办公","TTM":"塔塔汽车","BK4554":"元宇宙及AR概念","BK1608":"元宇宙概念","BK1584":"蚂蚁金服概念","BK1575":"同股不同权","BK1502":"双十一","BK1501":"阿里概念股","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4523":"印度概念","09988":"阿里巴巴-W","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4558":"双十一","BK1588":"回港中概股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202203051828157c7c796b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2217493308","content_text":"作者 | Steven Fiorillo2017年3月3日，阿里巴巴（BABA）股价收于103.31美元。我认为市场对BABA的担忧定价错误。我已经有一段时间没有看到任何关于VIE的东西了，这些担忧并不是什么新鲜事。VIE结构的担忧在股票超过300美元时就已经存在了。除了公众对BABA股票的看法之外，没有任何变化，这创造了更大的机会。2020年10月27日，BABA股价收于317.14美元。从那时起，股价下跌了215.35美元或-67.85%。如果你一年前因为估值买入而进入，那么你每股下跌134.32美元或-56.83%。看着BABA的股价继续下跌变得越来越难，似乎没有什么能阻止其自由落体的势头。如果你投资BABA的想法是快速获利，那么这是非常痛苦的。虽然我从不喜欢看到我拥有的股票下跌，但数字始终是我的决定性因素。自2017年以来，这些数字只会变得更好，但我今天可以以不到5年前的价格购买股票，当时BABA创造了今天产生的17.46%的收入。我总是对公司进行大量研究，我不会根据别人在做什么做出任何决定。我认为查理·芒格（Charlie Munger）对BABA的双重评价之所以重要，是因为他信任这些数字。只有时间才能证明多头或空头最终是正确的。股价可能会继续下跌，尤其是在世界地缘政治不确定性的情况下。除非BABA出来宣布他们的会计做法存在大规模欺诈行为，否则股票看起来非常便宜，我计划再次进行平均成本法。投资不是短跑，我参加的是马拉松比赛。电子商务和云基础设施仍在经历大量增长，BABA定位于从这些不断增长的市场中受益。01阿里巴巴股票回到2017年的水平我正在将Seeking Alpha的财务数据用于BABA，因为我不想为BABA收益报告中的每个指标进行从人民币到美元的转换。2017年3月3日，BABA的股票交易价格为103.31美元，整整5年后，2022年3月3日，股价收于102.05美元。BABA报告截至3月31日的财年，2017年，他们创造了229.6亿美元的收入。从这里开始，BABA实现了144.7亿美元的毛利润和62.96%的毛利率。BABA全年净收入为63.4亿美元，自由现金流为104.3亿美元。BABA的利润率为27.59%，FCF利润率为45.4%。快进5年，BABA在过去12个月（TTM）中创造了1316.1亿美元的收入。因此，BABA的年收入增长了1086.3亿美元，与2017年的市盈率为11.21倍相比，其交易的市盈率为2.10倍。2017年，BABA每股收入为9.22美元，而今天为48.70美元。能够为BABA支付2.1倍的销售额，而2017年为11.21倍，看起来像是抢手货。BABA的毛利润增加了346.5亿美元（239.41%），净利润增加了40亿美元（63.1%），FCF增加了104.2亿美元（99.88%）。你要么相信这些数字是合法的，就像查理·芒格所做的那样，要么你觉得一个重大的丑闻将被揭露。BABA的市值为2878亿美元，其资产负债表是一座堡垒。BABA的资产负债表上有778.8亿美元的现金，相当于其市值的27.6%。BABA拥有207.3亿美元的长期债务，几乎是其现金储备的4倍。BABA拥有1745.9亿美元的账面股本，相当于其市值的60.66%。从数字的角度来看，考虑到您为BABA支付了2.1倍的销售额和13.8倍的FCF，而其股权价值为1.65倍，因此没有太多要求。从数字方面来看，这是一家非常便宜的公司。02阿里巴巴未来定势良好BABA未来增长的很大一部分将来自云服务和电子商务。预计这两个行业将在未来十年内实现显着增长。在全球范围内，2021年第四季度的云基础设施服务支出首次在单个季度超过500亿美元。2021年第四季度的新支出记录达到535亿美元，同比增长136亿美元（34%）。2021年，全球云基础设施服务总支出增加了497亿美元，达到1917亿美元。虽然第四季度创下历史新高，同比增长34%，但云基础设施服务支出同比增长35%。全球云计算市场，预计到2030年达到15，549.4亿美元，复合年增长率为15.7%，根据Grand View Research，Inc.进行的一项新研究。2022年，电子商务有望首次突破零售总额20%的壁垒。到2024年，电子商务预计仅占零售总额的22.5%。许多人认为实体零售已经走到了尽头，实体店正在退出。到2030年，电子商务甚至可能不占零售总额的30%。未来4年，电子商务预计将增长2.35万亿美元或49.67%。到2022年，电子商务预计将增长6040亿美元或12.23%，然后在2023年增长6090亿美元（10.99%），2024年将增长6160亿美元（10.1%），到2025年将再增长6240亿美元（9.22%）。不仅仅是电子商务会增长。总体而言，未来4年零售额也将从26.03万亿美元增长到31.27万亿美元。BABA的全球年度活跃消费者达到12.8亿，这得益于季度净增长4300万客户。其中包括中国9.79亿消费者和海外3.01亿消费者。在TTM中，BABA的中国商业业务每年约有8.82亿活跃消费者。2021年12月，BABA的国际商务零售业务强劲增长，在TTM中实现了约3.01亿年活跃消费者。在第三季度，BABA的国际贸易批发业务同比增长约50%，这得益于出口增长。同比，BABA在其国际商务批发业务中实现了29%的收入增长。BABA的云收入一直在持续增长。在第三季度，Cloud创造了41.5亿美元，同比增长19%。BABA认识到金融和电信行业的显着增长。阿里云的收入越来越多元化，非互联网行业的收入贡献稳步上升。截至2021年12月31日的季度，来自非互联网行业的收入占阿里云部门间消除后收入的52%。BABA正在进军数据中心，因为已经增加了2个数据中心，一个在韩国，一个在泰国。阿里云在全球 25 个地区提供计算服务，包括马来西亚、新加坡、印度尼西亚、日本、德国和迪拜。2021 年 11 月发布的 2021 年 Gartner 集成 IaaS+PaaS 解决方案记分卡将阿里云的 IaaS 和 PaaS 产品组合评为所有接受评估的全球供应商中得分第三高的解决方案。如果BABA经营不同类型的业务，也许我不会像现在这样看涨，也不愿意在股价持续下跌时计算平均成本。BABA是全球最大国家电子商务和云领域的领导者。预计这些市场将在整个十年内急剧增加。BABA已经证明了它的能力，海外这些细分市场的增长只会扩大。BABA处于继续其收入增长并多年来产生持续利润的黄金位置。03结语我认为只要BABA的财务状况没有发生超级丑闻，这家公司就被严重低估了。它现在的交易价格处于2017年的水平，从其估值来看，它的价格要便宜得多。BABA在两个最大的增长领域开展业务，随着世界的发展，应该会继续获得大量的新收入。地缘政治事件正在造成一些重大阻力，短期内存在巨大风险。在这一点上，我全力以赴，财务状况，加上未来的增长，足以让我看好阿里巴巴。我认为BABA将成为未来的一项伟大投资，即使过去一年半对投资者来说只是一个困难。END美股研究社（meigushe）所发布文章不具有投资建议，请各位投资者自行判断。巴菲特小试“非价值投资”，亏了3亿美元大型科技股跌惨了，需要多长时间才能从崩溃中恢复?因为微信更改了推送规则，推文不再按照时间线显示，如果不点『在看』或者没有『星标』，可能会错过我们的推送，从而错过有关美股的重要新闻。如果不想错过我们的精彩内容，请记得点击进入“美股研究社”公众号，选择右上角“...”，点选“设为星标”。再次感谢您的持续关注！听说好看的人都点赞了~","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008801291,"gmtCreate":1641398246609,"gmtModify":1676533610690,"author":{"id":"3575983623700639","authorId":"3575983623700639","name":"DERRICK0202","avatar":"https://static.tigerbbs.com/292eb3c2a26aa7f1304b02f8c67831a3","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575983623700639","authorIdStr":"3575983623700639"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008801291","repostId":"2201233555","repostType":2,"repost":{"id":"2201233555","kind":"news","pubTimestamp":1641376238,"share":"https://ttm.financial/m/news/2201233555?lang=&edition=fundamental","pubTime":"2022-01-05 17:50","market":"hk","language":"zh","title":"持续加仓！芒格到底喜欢阿里巴巴哪一点？","url":"https://stock-news.laohu8.com/highlight/detail?id=2201233555","media":"腾讯自选股","summary":"根据周二提交给美国证券交易委员会的一份文件，截至2021年底，Daily Journal持有阿里巴巴602,060股，价值7150万美元。由于投资者担忧阿里巴巴未来的业务增长会放缓，阿里巴巴股价持续阴跌。尽管如此，芒格仍然毫不犹豫选择加仓阿里巴巴。在2020年阿里巴巴的市值缩水近一半后，在2021年第四季度阿里巴巴的股价又暴跌了20%。","content":"<html><body><article><p>在<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>•哈撒韦公司最有名的就是巴菲特，其实作为巴菲特的老朋友和得力助手的查理•芒格也很有名。他今年已经98岁了，是<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>的忠实粉丝，自去年阿里下跌以来，查理•芒格就不断<span>加仓</span>阿里巴巴。</p><p>查理-芒格是伯克希尔•哈撒韦公司的副董事长，同时还经营着自己的上市公司Daily Journal。Daily Journal的主要业务就是报纸出版和投资其它公司。官方公布的数据显示，Daily Journal在最近几个月里第二次将所持阿里巴巴股份增加了近一倍。</p><p>根据周二提交给美国证券交易委员会的一份文件，截至2021年底，Daily Journal持有阿里巴巴602,060股，价值7150万美元。</p><p>这几乎是上一季度持仓量的两倍，当时Daily Journal持有302,060万股阿里巴巴股票，当时价值为4,470万美元。</p><p>芒格在元旦那天迎来了98岁生日。由于投资者担忧阿里巴巴未来的业务增长会放缓，阿里巴巴股价持续<span>阴跌</span>。尽管如此，芒格仍然毫不犹豫选择加仓阿里巴巴。</p><p>在2020年阿里巴巴的市值缩水近一半后，在2021年第四季度阿里巴巴的股价又暴跌了20%。</p><p>与巴菲特不同，芒格长期关注中国方面的公司。芒格曾经建议巴菲特买入<a href=\"https://laohu8.com/S/002594\">比亚迪</a>。从2009年买入至今，从未减持，在比亚迪身上，巴菲特已赚了25倍。</p><p>尽管Daily Journal去年第四季度增持了阿里巴巴的股票，但它并未改变对其他四项投资的态度，芒格目前还持有金融巨头<a href=\"https://laohu8.com/S/BAC\">美国银行</a>(Bank of America)、<a href=\"https://laohu8.com/S/USB\">美国合众银行</a>(US Bancorp)、<a href=\"https://laohu8.com/S/WFC\">富国银行</a>(Wells Fargo)以及韩国钢铁制造商浦项制铁(Posco)4家公司。</p><p>华尔街诸多基金也跟随了老芒格的脚步。根据部分机构公布的2021年第三季度末的美股持仓情况来看，桥水三季度重仓<span>抄底</span>了阿里巴巴，持仓阿里巴巴约329.0万股，持仓市值约4.87亿美元，较上季度持仓数量增加了131%；<a href=\"https://laohu8.com/S/GS\">高盛</a>也在第三季度大幅增持了阿里巴巴；沙特主权基金第三季度也是大举建仓了阿里。</p><p>高盛发表报告称，随着阿里巴巴在防御及拓展策略上的投资不断增加，以获取新用户、建立多个流量来源，该行对阿里巴巴的变现改善进程保持乐观。</p><p>目前的阿里巴巴，至少符合“<span>现金等价物</span>”这种最保守的判断标准，正如查理·芒格在几个月前回答为何持有如此多阿里巴巴时所说的：“需要一些证券作为现金等价物。”芒格旗下公司随后补上声明称：“除非这类普通股的长期前景看好，否则不会被视作优秀的现金等价物。”</p><p>在过去的一年里，芒格也上了许多次新闻头条，好几次都是因为加仓阿里巴巴。据《福布斯》报道，芒格目前的净资产为24亿美元。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>持续加仓！芒格到底喜欢阿里巴巴哪一点？</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持续加仓！芒格到底喜欢阿里巴巴哪一点？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-05 17:50 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022010517463579057045&s=b><strong>腾讯自选股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在伯克希尔•哈撒韦公司最有名的就是巴菲特，其实作为巴菲特的老朋友和得力助手的查理•芒格也很有名。他今年已经98岁了，是阿里巴巴的忠实粉丝，自去年阿里下跌以来，查理•芒格就不断加仓阿里巴巴。查理-芒格是伯克希尔•哈撒韦公司的副董事长，同时还经营着自己的上市公司Daily Journal。Daily Journal的主要业务就是报纸出版和投资其它公司。官方公布的数据显示，Daily Journal在最...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022010517463579057045&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/47f0c4e41eaea5c2a69074ff30233d7f","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W","BRK.B":"伯克希尔B","BK4534":"瑞士信贷持仓","BK4176":"多领域控股","BRK.A":"伯克希尔","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022010517463579057045&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2201233555","content_text":"在伯克希尔•哈撒韦公司最有名的就是巴菲特，其实作为巴菲特的老朋友和得力助手的查理•芒格也很有名。他今年已经98岁了，是阿里巴巴的忠实粉丝，自去年阿里下跌以来，查理•芒格就不断加仓阿里巴巴。查理-芒格是伯克希尔•哈撒韦公司的副董事长，同时还经营着自己的上市公司Daily Journal。Daily Journal的主要业务就是报纸出版和投资其它公司。官方公布的数据显示，Daily Journal在最近几个月里第二次将所持阿里巴巴股份增加了近一倍。根据周二提交给美国证券交易委员会的一份文件，截至2021年底，Daily Journal持有阿里巴巴602,060股，价值7150万美元。这几乎是上一季度持仓量的两倍，当时Daily Journal持有302,060万股阿里巴巴股票，当时价值为4,470万美元。芒格在元旦那天迎来了98岁生日。由于投资者担忧阿里巴巴未来的业务增长会放缓，阿里巴巴股价持续阴跌。尽管如此，芒格仍然毫不犹豫选择加仓阿里巴巴。在2020年阿里巴巴的市值缩水近一半后，在2021年第四季度阿里巴巴的股价又暴跌了20%。与巴菲特不同，芒格长期关注中国方面的公司。芒格曾经建议巴菲特买入比亚迪。从2009年买入至今，从未减持，在比亚迪身上，巴菲特已赚了25倍。尽管Daily Journal去年第四季度增持了阿里巴巴的股票，但它并未改变对其他四项投资的态度，芒格目前还持有金融巨头美国银行(Bank of America)、美国合众银行(US Bancorp)、富国银行(Wells Fargo)以及韩国钢铁制造商浦项制铁(Posco)4家公司。华尔街诸多基金也跟随了老芒格的脚步。根据部分机构公布的2021年第三季度末的美股持仓情况来看，桥水三季度重仓抄底了阿里巴巴，持仓阿里巴巴约329.0万股，持仓市值约4.87亿美元，较上季度持仓数量增加了131%；高盛也在第三季度大幅增持了阿里巴巴；沙特主权基金第三季度也是大举建仓了阿里。高盛发表报告称，随着阿里巴巴在防御及拓展策略上的投资不断增加，以获取新用户、建立多个流量来源，该行对阿里巴巴的变现改善进程保持乐观。目前的阿里巴巴，至少符合“现金等价物”这种最保守的判断标准，正如查理·芒格在几个月前回答为何持有如此多阿里巴巴时所说的：“需要一些证券作为现金等价物。”芒格旗下公司随后补上声明称：“除非这类普通股的长期前景看好，否则不会被视作优秀的现金等价物。”在过去的一年里，芒格也上了许多次新闻头条，好几次都是因为加仓阿里巴巴。据《福布斯》报道，芒格目前的净资产为24亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008801894,"gmtCreate":1641398232680,"gmtModify":1676533610706,"author":{"id":"3575983623700639","authorId":"3575983623700639","name":"DERRICK0202","avatar":"https://static.tigerbbs.com/292eb3c2a26aa7f1304b02f8c67831a3","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575983623700639","authorIdStr":"3575983623700639"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008801894","repostId":"1180463350","repostType":2,"repost":{"id":"1180463350","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1641380469,"share":"https://ttm.financial/m/news/1180463350?lang=&edition=fundamental","pubTime":"2022-01-05 19:01","market":"us","language":"zh","title":"芒格持仓阿里翻倍，什么信号？","url":"https://stock-news.laohu8.com/highlight/detail?id=1180463350","media":"华尔街见闻","summary":"美东时间1月4日周二，一份监管文件显示，查理·芒格Charlie Munger旗下的报纸与软件业务公司Daily Journal Corp.至2021年年底持有阿里巴巴602,060份ADR，较9月末","content":"<html><head></head><body><p>美东时间1月4日周二，一份监管文件显示，查理·芒格Charlie Munger旗下的报纸与软件业务公司Daily Journal Corp.至2021年年底持有<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>602,060份ADR，较9月末302,060份的持仓量几乎翻倍。该公司还持有<a href=\"https://laohu8.com/S/WFC\">富国银行</a>和<a href=\"https://laohu8.com/S/BAC\">美国银行</a>，持仓头寸保持不变。</p><p><img src=\"https://static.tigerbbs.com/83271fe4fbd1ec00a1c920e67dac9d36\" tg-width=\"1080\" tg-height=\"305\" referrerpolicy=\"no-referrer\"/></p><p>受此消息影响，阿里巴巴美股日内跌幅一度收窄至0.5%以内，盘初跌近4%。阿里巴巴股价在上一交易日上涨了1.7%，在过去一周里上涨了3%。</p><p><img src=\"https://static.tigerbbs.com/6192324f9576d20659223c69e0047447\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p><b>01、价值投资风向标，芒格为何重仓阿里？</b></p><p>作为Daily Journal董事长以及<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>副董事长的查理·芒格，重仓的上市公司少之又少，仅为个位数字，从其历史重仓来看，<b>其重仓风格归纳为：高度集中，筹码集中于五家公司。</b></p><p>华尔街见闻稍早前文章曾提及，<b>Daily Journal自去年一季度起建仓阿里，截至去年3月末持有阿里巴巴165320股，且该股在其投资组合中的占比高达19%</b>。建仓原因是其需要一些证券作为现金等价物，这些现金等价物通常是美国国债，但由于美债的投资回报率太低，公司转而投资了普通股。</p><p>据去年二季度Daily Journal公开披露的资料显示，<b>截至去年6月30日，</b>每日期刊公司持仓市值为2.13亿美元，<b>其继续持有同样股数的阿里巴巴ADR</b>。此前媒体分析，由于2020年10月底，阿里巴巴触及300美元/股之后，一直持续下跌，不断走低的价格在一定程度上成为芒格逆势布局的原因。</p><p><b>去年10月</b>，根据Daily Journal的13F文件，截止9月底，其累计持有阿里巴巴302060股，以最新股价计算，持有的市值约为4500万美元。<b>这是继一季度之后，芒格第二次加仓阿里巴巴股票，其将阿里巴巴的持仓数量增加了82.7%。</b></p><p>复盘Daily Journal的持仓历史数据，可以发现，在芒格的掌舵之下，该公司的投资风格非常谨慎，几乎全部集中于传统领域的高股息类股票，<b>2021年一季度、三季度突然重仓“抄底”，逆势加仓阿里巴巴</b>，令市场感到意外。</p><p>此前，巴菲特和芒格都曾在股东大会上表示，不会投资自己看不明白的互联网科技股，而是更偏向于雇佣投资经理来投资。</p><p>同时，芒格在2020年12月的一次访谈中曾表示：</p><blockquote>中国有30年的实际经济增长率，这是世界历史上任何大国都没有过的……我投资了一部分美国公司，它们在中国做生意，包括<a href=\"https://laohu8.com/S/KO\">可口可乐</a>。当然，我对中国头部公司(的认知方面)也有非常成功的经验，这也可能会持续下去。</blockquote><p><b>02、阿里巴巴<a href=\"https://laohu8.com/S/300785\">值得买</a>？</b></p><p><b>多次逆势“抄底”阿里，或许芒格对中国头部公司有成功的经验，也可能是他做好了长期持股的打算。</b></p><p>去年11月，阿里巴巴公布截止去年9月30日的2022财年二季度业绩：营收2006.9亿元人民币，同比增长29%，不及市场预期的2061.7亿元人民币；若不考虑合并<a href=\"https://laohu8.com/S/06808\">高鑫零售</a>的影响，公司季度营收1804.38 亿元，同比增长16%。同时，阿里巴巴下调2022营收指引，调整后变为20%-23%；董事会主席张勇表示有信心完成在本财年末国内的年度活跃消费者达到10亿的目标。</p><p>对于利润同比下跌，阿里表示减少主要由于公司对关键策略领域投入的增加，以及公司支持商家的举措。公司于商业分部内的关键策略领域（如淘特、本地生活服务、社区商业平台及 Lazada）的投入同比增加125.75亿元。若不考虑该等投入的影响，公司商业分部的盈利将同比持续平稳。</p><p>而阿里2021年的双十一数据也显得不尽如人意，虽然交易额再创新高，但增速却从26%下降到了8%。华尔街见闻稍早前文章介绍，由于经历了“最慢增长季”之后，<b>阿里将全力押注海外</b>。阿里2021投资者日第二日，董事会主席兼首席执行官张勇强调，海外市场潜力巨大，海外业务增长迅速，并将其确定为阿里未来几年的主要增长动力之一。</p><p>阿里巴巴此前表示，主动调整收入预期，一方面希望能够更加大刀阔斧投资未来，为未来发展打开新空间；另一方面希望更多承担社会责任，以投入到科技创新、数字基础设施建设等社会发展所需中来。</p><p>跟着价值投资大师芒格“逆势布局”，还是继续观察阿里基本面，可能每个投资者都有自己的答案。</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>芒格持仓阿里翻倍，什么信号？</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芒格持仓阿里翻倍，什么信号？\n</h2>\n\n<h4 class=\"meta\">\n\n2022-01-05 19:01 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美东时间1月4日周二，一份监管文件显示，查理·芒格Charlie Munger旗下的报纸与软件业务公司Daily Journal Corp.至2021年年底持有阿里巴巴602,060份ADR，较9月末302,060份的持仓量几乎翻倍。该公司还持有富国银行和美国银行，持仓头寸保持不变。受此消息影响，阿里巴巴美股日内跌幅一度收窄至0.5%以内，盘初跌近4%。阿里巴巴股价在上一交易日上涨了1.7%，在...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7d30d3e4a8c584dc0c7143999338c880","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180463350","content_text":"美东时间1月4日周二，一份监管文件显示，查理·芒格Charlie Munger旗下的报纸与软件业务公司Daily Journal Corp.至2021年年底持有阿里巴巴602,060份ADR，较9月末302,060份的持仓量几乎翻倍。该公司还持有富国银行和美国银行，持仓头寸保持不变。受此消息影响，阿里巴巴美股日内跌幅一度收窄至0.5%以内，盘初跌近4%。阿里巴巴股价在上一交易日上涨了1.7%，在过去一周里上涨了3%。01、价值投资风向标，芒格为何重仓阿里？作为Daily Journal董事长以及伯克希尔副董事长的查理·芒格，重仓的上市公司少之又少，仅为个位数字，从其历史重仓来看，其重仓风格归纳为：高度集中，筹码集中于五家公司。华尔街见闻稍早前文章曾提及，Daily Journal自去年一季度起建仓阿里，截至去年3月末持有阿里巴巴165320股，且该股在其投资组合中的占比高达19%。建仓原因是其需要一些证券作为现金等价物，这些现金等价物通常是美国国债，但由于美债的投资回报率太低，公司转而投资了普通股。据去年二季度Daily Journal公开披露的资料显示，截至去年6月30日，每日期刊公司持仓市值为2.13亿美元，其继续持有同样股数的阿里巴巴ADR。此前媒体分析，由于2020年10月底，阿里巴巴触及300美元/股之后，一直持续下跌，不断走低的价格在一定程度上成为芒格逆势布局的原因。去年10月，根据Daily Journal的13F文件，截止9月底，其累计持有阿里巴巴302060股，以最新股价计算，持有的市值约为4500万美元。这是继一季度之后，芒格第二次加仓阿里巴巴股票，其将阿里巴巴的持仓数量增加了82.7%。复盘Daily Journal的持仓历史数据，可以发现，在芒格的掌舵之下，该公司的投资风格非常谨慎，几乎全部集中于传统领域的高股息类股票，2021年一季度、三季度突然重仓“抄底”，逆势加仓阿里巴巴，令市场感到意外。此前，巴菲特和芒格都曾在股东大会上表示，不会投资自己看不明白的互联网科技股，而是更偏向于雇佣投资经理来投资。同时，芒格在2020年12月的一次访谈中曾表示：中国有30年的实际经济增长率，这是世界历史上任何大国都没有过的……我投资了一部分美国公司，它们在中国做生意，包括可口可乐。当然，我对中国头部公司(的认知方面)也有非常成功的经验，这也可能会持续下去。02、阿里巴巴值得买？多次逆势“抄底”阿里，或许芒格对中国头部公司有成功的经验，也可能是他做好了长期持股的打算。去年11月，阿里巴巴公布截止去年9月30日的2022财年二季度业绩：营收2006.9亿元人民币，同比增长29%，不及市场预期的2061.7亿元人民币；若不考虑合并高鑫零售的影响，公司季度营收1804.38 亿元，同比增长16%。同时，阿里巴巴下调2022营收指引，调整后变为20%-23%；董事会主席张勇表示有信心完成在本财年末国内的年度活跃消费者达到10亿的目标。对于利润同比下跌，阿里表示减少主要由于公司对关键策略领域投入的增加，以及公司支持商家的举措。公司于商业分部内的关键策略领域（如淘特、本地生活服务、社区商业平台及 Lazada）的投入同比增加125.75亿元。若不考虑该等投入的影响，公司商业分部的盈利将同比持续平稳。而阿里2021年的双十一数据也显得不尽如人意，虽然交易额再创新高，但增速却从26%下降到了8%。华尔街见闻稍早前文章介绍，由于经历了“最慢增长季”之后，阿里将全力押注海外。阿里2021投资者日第二日，董事会主席兼首席执行官张勇强调，海外市场潜力巨大，海外业务增长迅速，并将其确定为阿里未来几年的主要增长动力之一。阿里巴巴此前表示，主动调整收入预期，一方面希望能够更加大刀阔斧投资未来，为未来发展打开新空间；另一方面希望更多承担社会责任，以投入到科技创新、数字基础设施建设等社会发展所需中来。跟着价值投资大师芒格“逆势布局”，还是继续观察阿里基本面，可能每个投资者都有自己的答案。","news_type":1},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008801369,"gmtCreate":1641398221889,"gmtModify":1676533610683,"author":{"id":"3575983623700639","authorId":"3575983623700639","name":"DERRICK0202","avatar":"https://static.tigerbbs.com/292eb3c2a26aa7f1304b02f8c67831a3","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575983623700639","authorIdStr":"3575983623700639"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008801369","repostId":"1133532163","repostType":2,"repost":{"id":"1133532163","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1641387043,"share":"https://ttm.financial/m/news/1133532163?lang=&edition=fundamental","pubTime":"2022-01-05 20:50","market":"uk","language":"zh","title":"盘前：静待美联储大戏登场！会否提振美股上行？","url":"https://stock-news.laohu8.com/highlight/detail?id=1133532163","media":"老虎资讯综合","summary":"1月5日，美股三大股指期货全线走低，截至发稿，道指期货跌0.06%；纳斯达克100指数期货跌0.47%；标普500指数期货跌0.14%。展望日内，市场的关注焦点无疑将转向北京时间周四凌晨3点即将出炉的","content":"<html><head></head><body><p>1月5日，美股三大股指期货全线走低，截至发稿，道指期货跌0.06%；纳斯达克100指数期货跌0.47%；标普500指数期货跌0.14%。</p><p><img src=\"https://static.tigerbbs.com/346a6d8c1e6be0bfdd34ca000bb894bf\" tg-width=\"385\" tg-height=\"186\" width=\"100%\" height=\"auto\"/></p><p>展望日内，市场的关注焦点无疑将转向北京时间周四凌晨3点即将出炉的美联储12月会议纪要。</p><p>由于圣诞和元旦假期的影响，美联储官员非常罕见地在上周没有发表过任何公开讲话，这段时间似乎成为了一个另类的美联储“缄默期”，这与过往美联储官员在议息会议后纷纷畅所欲言的景象形成了鲜明对比。而这无形中，也令今晚美联储纪要究竟会透露哪些12月会议的细节，显得尤为受到瞩目。</p><p>在去年12月的会议上，美联储官员决定将减码购债的速度提高一倍，为今年加息铺平道路。美联储还发布了最新点阵图，显示官员们平均预期今年加息3次。除了何时加息外，在今晚的纪要中投资者或许也可寻找一下美联储是否会透露缩表方面的更多线索。</p><p><b>盘前行情</b></p><p>热门中概股盘前多数下跌，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超4%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超3%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超2%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌超1%；</p><p>美股半导体板块盘前集体走低，<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌超1%，<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>小幅跟跌；</p><p><a href=\"https://laohu8.com/S/BYND\">Beyond Meat</a>盘前涨超10%，肯德基将于下周在全美餐厅推出与Beyond Meat合作的素食炸鸡产品；</p><p>英国汽车数据初创公司<a href=\"https://laohu8.com/S/WEJO\">Wejo</a>盘前涨超20%，此前宣布将与<a href=\"https://laohu8.com/S/MSFT\">微软</a>合作；</p><p><a href=\"https://laohu8.com/S/SNE\">索尼</a>盘前涨超5%，公司正在探索推出商业化电动汽车；</p><p><a href=\"https://laohu8.com/S/SE\">SEA</a>盘前跌近2%，昨日该股收跌逾11%，此前<a href=\"https://laohu8.com/S/00700\">腾讯</a>对SEA的持股降至18.7%。</p><p><b>欧洲市场</b></p><p>欧洲主要股指多数上涨，截至发稿，德国DAX30指数涨0.72%，英国富时100涨0.18%、法国CAC40涨0.59%。</p><p><img src=\"https://static.tigerbbs.com/b04e25c3d42fc86615a3bcc72b90fa9c\" tg-width=\"815\" tg-height=\"358\" width=\"100%\" height=\"auto\"/></p><p><b>原油</b></p><p>原油期货短线拉升，截止发稿，WTI原油涨0.43%，报77.32美元/桶；布伦特原油涨0.47%，报80.38美元/桶。</p><p>国际油价小幅承压，在奥密克戎变种引起的新冠病例大规模激增的情况下，美国燃料库存上升引发了对这个全球最大石油消费国需求下降的担忧。</p><p><img src=\"https://static.tigerbbs.com/3a40e811a5680bf97c387f7317f115a6\" tg-width=\"889\" tg-height=\"823\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/57248300976bf87acc530387eb821393\" tg-width=\"889\" tg-height=\"821\" width=\"100%\" height=\"auto\"/></p><p><b>黄金</b></p><p>黄金期货小幅走高，截止发稿，涨0.21%，报1818.4美元/盎司。</p><p>国际金价走势缺乏动能，市场参与者在权衡美联储提早加息前景与新冠感染人数增加的影响。收益率上升提高了持有不生息资产黄金的机会成本，不过黄金受到避险需求的支撑。</p><p><img src=\"https://static.tigerbbs.com/db6106cb1474829bea2f7a8bf16ea4e5\" tg-width=\"889\" tg-height=\"822\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘前：静待美联储大戏登场！会否提振美股上行？</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：静待美联储大戏登场！会否提振美股上行？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-01-05 20:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月5日，美股三大股指期货全线走低，截至发稿，道指期货跌0.06%；纳斯达克100指数期货跌0.47%；标普500指数期货跌0.14%。</p><p><img src=\"https://static.tigerbbs.com/346a6d8c1e6be0bfdd34ca000bb894bf\" tg-width=\"385\" tg-height=\"186\" width=\"100%\" height=\"auto\"/></p><p>展望日内，市场的关注焦点无疑将转向北京时间周四凌晨3点即将出炉的美联储12月会议纪要。</p><p>由于圣诞和元旦假期的影响，美联储官员非常罕见地在上周没有发表过任何公开讲话，这段时间似乎成为了一个另类的美联储“缄默期”，这与过往美联储官员在议息会议后纷纷畅所欲言的景象形成了鲜明对比。而这无形中，也令今晚美联储纪要究竟会透露哪些12月会议的细节，显得尤为受到瞩目。</p><p>在去年12月的会议上，美联储官员决定将减码购债的速度提高一倍，为今年加息铺平道路。美联储还发布了最新点阵图，显示官员们平均预期今年加息3次。除了何时加息外，在今晚的纪要中投资者或许也可寻找一下美联储是否会透露缩表方面的更多线索。</p><p><b>盘前行情</b></p><p>热门中概股盘前多数下跌，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超4%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超3%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超2%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌超1%；</p><p>美股半导体板块盘前集体走低，<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌超1%，<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>小幅跟跌；</p><p><a href=\"https://laohu8.com/S/BYND\">Beyond Meat</a>盘前涨超10%，肯德基将于下周在全美餐厅推出与Beyond Meat合作的素食炸鸡产品；</p><p>英国汽车数据初创公司<a href=\"https://laohu8.com/S/WEJO\">Wejo</a>盘前涨超20%，此前宣布将与<a href=\"https://laohu8.com/S/MSFT\">微软</a>合作；</p><p><a href=\"https://laohu8.com/S/SNE\">索尼</a>盘前涨超5%，公司正在探索推出商业化电动汽车；</p><p><a href=\"https://laohu8.com/S/SE\">SEA</a>盘前跌近2%，昨日该股收跌逾11%，此前<a href=\"https://laohu8.com/S/00700\">腾讯</a>对SEA的持股降至18.7%。</p><p><b>欧洲市场</b></p><p>欧洲主要股指多数上涨，截至发稿，德国DAX30指数涨0.72%，英国富时100涨0.18%、法国CAC40涨0.59%。</p><p><img src=\"https://static.tigerbbs.com/b04e25c3d42fc86615a3bcc72b90fa9c\" tg-width=\"815\" tg-height=\"358\" width=\"100%\" height=\"auto\"/></p><p><b>原油</b></p><p>原油期货短线拉升，截止发稿，WTI原油涨0.43%，报77.32美元/桶；布伦特原油涨0.47%，报80.38美元/桶。</p><p>国际油价小幅承压，在奥密克戎变种引起的新冠病例大规模激增的情况下，美国燃料库存上升引发了对这个全球最大石油消费国需求下降的担忧。</p><p><img src=\"https://static.tigerbbs.com/3a40e811a5680bf97c387f7317f115a6\" tg-width=\"889\" tg-height=\"823\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/57248300976bf87acc530387eb821393\" tg-width=\"889\" tg-height=\"821\" width=\"100%\" height=\"auto\"/></p><p><b>黄金</b></p><p>黄金期货小幅走高，截止发稿，涨0.21%，报1818.4美元/盎司。</p><p>国际金价走势缺乏动能，市场参与者在权衡美联储提早加息前景与新冠感染人数增加的影响。收益率上升提高了持有不生息资产黄金的机会成本，不过黄金受到避险需求的支撑。</p><p><img src=\"https://static.tigerbbs.com/db6106cb1474829bea2f7a8bf16ea4e5\" tg-width=\"889\" tg-height=\"822\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{"TSM":"台积电",".DJI":"道琼斯","XPEV":"小鹏汽车",".IXIC":"NASDAQ Composite","BABA":"阿里巴巴","JD":"京东",".SPX":"S&P 500 Index","AMD":"美国超微公司","ASML":"阿斯麦","MU":"美光科技","NVDA":"英伟达","LI":"理想汽车","BYND":"Beyond Meat, Inc.","NIO":"蔚来","SONY":"索尼","PDD":"拼多多","BIDU":"百度","SE":"Sea Ltd","BILI":"哔哩哔哩"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133532163","content_text":"1月5日，美股三大股指期货全线走低，截至发稿，道指期货跌0.06%；纳斯达克100指数期货跌0.47%；标普500指数期货跌0.14%。展望日内，市场的关注焦点无疑将转向北京时间周四凌晨3点即将出炉的美联储12月会议纪要。由于圣诞和元旦假期的影响，美联储官员非常罕见地在上周没有发表过任何公开讲话，这段时间似乎成为了一个另类的美联储“缄默期”，这与过往美联储官员在议息会议后纷纷畅所欲言的景象形成了鲜明对比。而这无形中，也令今晚美联储纪要究竟会透露哪些12月会议的细节，显得尤为受到瞩目。在去年12月的会议上，美联储官员决定将减码购债的速度提高一倍，为今年加息铺平道路。美联储还发布了最新点阵图，显示官员们平均预期今年加息3次。除了何时加息外，在今晚的纪要中投资者或许也可寻找一下美联储是否会透露缩表方面的更多线索。盘前行情热门中概股盘前多数下跌，哔哩哔哩跌超4%，拼多多跌超3%，小鹏汽车、理想汽车跌超2%，阿里巴巴、京东、百度、蔚来跌超1%；美股半导体板块盘前集体走低，台积电、英伟达、美光科技跌超1%，阿斯麦、AMD小幅跟跌；Beyond Meat盘前涨超10%，肯德基将于下周在全美餐厅推出与Beyond Meat合作的素食炸鸡产品；英国汽车数据初创公司Wejo盘前涨超20%，此前宣布将与微软合作；索尼盘前涨超5%，公司正在探索推出商业化电动汽车；SEA盘前跌近2%，昨日该股收跌逾11%，此前腾讯对SEA的持股降至18.7%。欧洲市场欧洲主要股指多数上涨，截至发稿，德国DAX30指数涨0.72%，英国富时100涨0.18%、法国CAC40涨0.59%。原油原油期货短线拉升，截止发稿，WTI原油涨0.43%，报77.32美元/桶；布伦特原油涨0.47%，报80.38美元/桶。国际油价小幅承压，在奥密克戎变种引起的新冠病例大规模激增的情况下，美国燃料库存上升引发了对这个全球最大石油消费国需求下降的担忧。黄金黄金期货小幅走高，截止发稿，涨0.21%，报1818.4美元/盎司。国际金价走势缺乏动能，市场参与者在权衡美联储提早加息前景与新冠感染人数增加的影响。收益率上升提高了持有不生息资产黄金的机会成本，不过黄金受到避险需求的支撑。","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008803250,"gmtCreate":1641398187186,"gmtModify":1676533610667,"author":{"id":"3575983623700639","authorId":"3575983623700639","name":"DERRICK0202","avatar":"https://static.tigerbbs.com/292eb3c2a26aa7f1304b02f8c67831a3","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575983623700639","authorIdStr":"3575983623700639"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008803250","repostId":"1161285683","repostType":2,"repost":{"id":"1161285683","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1641394018,"share":"https://ttm.financial/m/news/1161285683?lang=&edition=fundamental","pubTime":"2022-01-05 22:46","market":"us","language":"zh","title":"热门中概股多数反弹，阿里巴巴涨超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1161285683","media":"老虎资讯综合","summary":"1月5日，热门中概股多数反弹，爱奇艺涨超6%，阿里巴巴、腾讯音乐、高途、欢聚集团、虎牙涨超4%，拼多多涨超3%","content":"<html><head></head><body><p>1月5日，热门中概股多数反弹，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨超6%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>、<a href=\"https://laohu8.com/S/GOTU\">高途</a>、<a href=\"https://laohu8.com/S/YY\">欢聚集团</a>、<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>涨超4%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨超3%</p><p><img src=\"https://static.tigerbbs.com/3de0f9ab1d92c8984da88e649ded7f2e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></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>热门中概股多数反弹，阿里巴巴涨超4%</title>\n<style 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href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨超6%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>、<a href=\"https://laohu8.com/S/GOTU\">高途</a>、<a href=\"https://laohu8.com/S/YY\">欢聚集团</a>、<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>涨超4%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨超3%</p><p><img src=\"https://static.tigerbbs.com/3de0f9ab1d92c8984da88e649ded7f2e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"BK4527":"明星科技股","BK4535":"淡马锡持仓","BK4538":"云计算","QNETCN":"纳斯达克中美互联网老虎指数","BK4526":"热门中概股","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4505":"高瓴资本持仓","BK4524":"宅经济概念","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","BK4565":"NFT概念","09988":"阿里巴巴-W","PDD":"拼多多","TTTN":"老虎中美互联网巨头ETF","BK4554":"元宇宙及AR概念","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4558":"双十一","BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161285683","content_text":"1月5日，热门中概股多数反弹，爱奇艺涨超6%，阿里巴巴、腾讯音乐、高途、欢聚集团、虎牙涨超4%，拼多多涨超3%","news_type":1},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008803651,"gmtCreate":1641398177763,"gmtModify":1676533610667,"author":{"id":"3575983623700639","authorId":"3575983623700639","name":"DERRICK0202","avatar":"https://static.tigerbbs.com/292eb3c2a26aa7f1304b02f8c67831a3","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575983623700639","authorIdStr":"3575983623700639"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008803651","repostId":"2201234636","repostType":2,"repost":{"id":"2201234636","kind":"news","pubTimestamp":1641394214,"share":"https://ttm.financial/m/news/2201234636?lang=&edition=fundamental","pubTime":"2022-01-05 22:50","market":"us","language":"zh","title":"快讯| 热门中概股集体反弹，斗鱼涨超7%，爱奇艺涨超6%，阿里巴巴涨超5%，微博、网易有道涨近4%，拼多多涨超3%。","url":"https://stock-news.laohu8.com/highlight/detail?id=2201234636","media":"腾讯自选股","summary":"热门中概股集体反弹，斗鱼涨超7%，爱奇艺涨超6%，阿里巴巴涨超5%，微博、网易有道涨近4%，拼多多涨超3%。","content":"<html><body><article><p>热门中概股集体反弹，<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>涨超7%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨超6%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨超5%，<a href=\"https://laohu8.com/S/WB\">微博</a>、网易有道涨近4%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨超3%。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>快讯| 热门中概股集体反弹，斗鱼涨超7%，爱奇艺涨超6%，阿里巴巴涨超5%，微博、网易有道涨近4%，拼多多涨超3%。</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","BK4501":"段永平概念","BK4526":"热门中概股","BK4552":"Archegos爆仓风波概念","BK4122":"互联网与直销零售","BK4503":"景林资产持仓","BABA":"阿里巴巴","09898":"微博-SW","BK4510":"在线教育","BK4505":"高瓴资本持仓","BK4085":"互动家庭娱乐","BK4558":"双十一","BK4504":"桥水持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4509":"腾讯概念","BK4548":"巴美列捷福持仓","DAO":"有道","BK4513":"直播概念","IQ":"爱奇艺","BK4531":"中概回港概念","BK4553":"喜马拉雅资本持仓","BK4204":"教育服务","BK4108":"电影和娱乐","PDD":"拼多多","DOYU":"斗鱼","09988":"阿里巴巴-W","BK4506":"内地教育股","WB":"微博","TTTN":"老虎中美互联网巨头ETF"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202201052059347b7d999b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2201234636","content_text":"热门中概股集体反弹，斗鱼涨超7%，爱奇艺涨超6%，阿里巴巴涨超5%，微博、网易有道涨近4%，拼多多涨超3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888598918,"gmtCreate":1631504900234,"gmtModify":1676530560340,"author":{"id":"3575983623700639","authorId":"3575983623700639","name":"DERRICK0202","avatar":"https://static.tigerbbs.com/292eb3c2a26aa7f1304b02f8c67831a3","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575983623700639","authorIdStr":"3575983623700639"},"themes":[],"htmlText":"Great article ?","listText":"Great article ?","text":"Great article ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/888598918","repostId":"889856329","repostType":1,"repost":{"id":889856329,"gmtCreate":1631142431361,"gmtModify":1676530476338,"author":{"id":"3562206499105387","authorId":"3562206499105387","name":"CY_Ng","avatar":"https://static.tigerbbs.com/eba016392472f02387b5ae5505dbc524","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562206499105387","authorIdStr":"3562206499105387"},"themes":[],"title":"投資了一家學院，公司還可以保持好像去年那樣的高成長嗎？- 8VI & 8IH","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/8VI.AU\">$8VIC(8VI.AU)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/8IH.AU\">$8I Holdings Ltd(8IH.AU)$</a>&nbsp;按進來看看這個文章的你，應該是8VI價值學院學生吧，也應該有投資了學院的股票。股價一年的走勢8VI是間新加波公司在澳洲上市。公司股價在一年前的$0.60已經漲了幾倍到現在的$4.85。本人也是VI College學生，但並沒在$0.60時購買該公司股票，但也在公司股價比較低位時開始投資。直到現在，已經賣了75%原有的倉位。我不是神，沒買在最低位，也沒賣在最高位。其實爲什麼我把手上大部分持倉都賣了，其中一個原因是因爲覺得公司增長速度應該沒那麼快了，去年因爲馬來西亞和新加波疫情，公司成功轉型而且賺了很多錢。今年第一季營業額也不錯，和去年比較，上漲了35%。公司今年第一季營業額雖然起了，但如果你有閱讀公司Annoucement，其實公司第一季的學生是減少了5%，營業額上漲是因爲公司平均每位學生學費從去年的每人$803 上漲到$1,149。我心裏的第一個問題是公司有能力增加更多學生嗎？第二是去年第一季因爲每位學生學費很低，今年因爲平均消費上漲所以營業額漲了35%。但如果你看看去年其實第二季度平均學費已經是每位學生$1,000了。如果第二季學生沒增加，平均學費也沒增加多少，那基本上營業額也不會爆漲。但最近我發現，其實學院已經開始調高了課程收費，比如去年VIOS+ 價錢是 RM7,499，但今年已漲到RM7,999了。IW 如果沒記錯，去年是RM24,999，今年是RM29,999。公司開始調高收費來增加平均每位學生收費。當然以上平均學費並不完全正確，因爲公","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/8VI.AU\">$8VIC(8VI.AU)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/8IH.AU\">$8I Holdings Ltd(8IH.AU)$</a>&nbsp;按進來看看這個文章的你，應該是8VI價值學院學生吧，也應該有投資了學院的股票。股價一年的走勢8VI是間新加波公司在澳洲上市。公司股價在一年前的$0.60已經漲了幾倍到現在的$4.85。本人也是VI College學生，但並沒在$0.60時購買該公司股票，但也在公司股價比較低位時開始投資。直到現在，已經賣了75%原有的倉位。我不是神，沒買在最低位，也沒賣在最高位。其實爲什麼我把手上大部分持倉都賣了，其中一個原因是因爲覺得公司增長速度應該沒那麼快了，去年因爲馬來西亞和新加波疫情，公司成功轉型而且賺了很多錢。今年第一季營業額也不錯，和去年比較，上漲了35%。公司今年第一季營業額雖然起了，但如果你有閱讀公司Annoucement，其實公司第一季的學生是減少了5%，營業額上漲是因爲公司平均每位學生學費從去年的每人$803 上漲到$1,149。我心裏的第一個問題是公司有能力增加更多學生嗎？第二是去年第一季因爲每位學生學費很低，今年因爲平均消費上漲所以營業額漲了35%。但如果你看看去年其實第二季度平均學費已經是每位學生$1,000了。如果第二季學生沒增加，平均學費也沒增加多少，那基本上營業額也不會爆漲。但最近我發現，其實學院已經開始調高了課程收費，比如去年VIOS+ 價錢是 RM7,499，但今年已漲到RM7,999了。IW 如果沒記錯，去年是RM24,999，今年是RM29,999。公司開始調高收費來增加平均每位學生收費。當然以上平均學費並不完全正確，因爲公","text":"$8VIC(8VI.AU)$ $8I Holdings Ltd(8IH.AU)$ 按進來看看這個文章的你，應該是8VI價值學院學生吧，也應該有投資了學院的股票。股價一年的走勢8VI是間新加波公司在澳洲上市。公司股價在一年前的$0.60已經漲了幾倍到現在的$4.85。本人也是VI College學生，但並沒在$0.60時購買該公司股票，但也在公司股價比較低位時開始投資。直到現在，已經賣了75%原有的倉位。我不是神，沒買在最低位，也沒賣在最高位。其實爲什麼我把手上大部分持倉都賣了，其中一個原因是因爲覺得公司增長速度應該沒那麼快了，去年因爲馬來西亞和新加波疫情，公司成功轉型而且賺了很多錢。今年第一季營業額也不錯，和去年比較，上漲了35%。公司今年第一季營業額雖然起了，但如果你有閱讀公司Annoucement，其實公司第一季的學生是減少了5%，營業額上漲是因爲公司平均每位學生學費從去年的每人$803 上漲到$1,149。我心裏的第一個問題是公司有能力增加更多學生嗎？第二是去年第一季因爲每位學生學費很低，今年因爲平均消費上漲所以營業額漲了35%。但如果你看看去年其實第二季度平均學費已經是每位學生$1,000了。如果第二季學生沒增加，平均學費也沒增加多少，那基本上營業額也不會爆漲。但最近我發現，其實學院已經開始調高了課程收費，比如去年VIOS+ 價錢是 RM7,499，但今年已漲到RM7,999了。IW 如果沒記錯，去年是RM24,999，今年是RM29,999。公司開始調高收費來增加平均每位學生收費。當然以上平均學費並不完全正確，因爲公","images":[{"img":"https://static.tigerbbs.com/0b1298d879a92301409b262703d60a74","width":"441","height":"318"},{"img":"https://static.tigerbbs.com/da61c826b1faa196f402662e8bf61ff0","width":"1690","height":"845"},{"img":"https://static.tigerbbs.com/19469cf85041de9172ef7682a4830637","width":"642","height":"256"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/889856329","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9921799801,"gmtCreate":1671120826903,"gmtModify":1676538494581,"author":{"id":"3575983623700639","authorId":"3575983623700639","name":"DERRICK0202","avatar":"https://static.tigerbbs.com/292eb3c2a26aa7f1304b02f8c67831a3","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575983623700639","authorIdStr":"3575983623700639"},"themes":[],"htmlText":"great news","listText":"great news","text":"great news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921799801","repostId":"1137906061","repostType":2,"repost":{"id":"1137906061","kind":"news","pubTimestamp":1671114130,"share":"https://ttm.financial/m/news/1137906061?lang=&edition=fundamental","pubTime":"2022-12-15 22:22","market":"us","language":"en","title":"Chinese Stock Delisting Threat Eases as US Gets Access to Audit Data","url":"https://stock-news.laohu8.com/highlight/detail?id=1137906061","media":"Bloomberg","summary":"US watchdog says that it has been able to review audit papersShares jumped after the PCAOB’s announcement on ThursdayAbout 200 companies based in China and Hong Kong are no longer facing an acute thre","content":"<html><head></head><body><ul><li>US watchdog says that it has been able to review audit papers</li><li>Shares jumped after the PCAOB’s announcement on Thursday</li></ul><p><img src=\"https://static.tigerbbs.com/c0a01629590da18205cbfed927c2ea25\" tg-width=\"800\" tg-height=\"533\" referrerpolicy=\"no-referrer\"/></p><p>About 200 companies based in China and Hong Kong are no longer facing an acute threat of being booted off American stock exchanges.</p><p>The US Public Company Accounting Oversight Board said its inspectors have been able to sufficiently review audit documents from firms based in the two jurisdictions. The determination diminishes the chances that companies includingAlibaba Group Holding LtdandJD.com Inc.will be delisted in New York.</p><p>Shares of US-listed China stocks jumped across the board in premarket trading.</p><p>“Inspectors and investigators were able to view complete audit work papers with all information included, and the PCAOB was able to retain information as needed,” the watchdog said in a statement.</p><p>PCAOB Chair Erica Williams told reporters after the announcement that the agency would re-assess if access started be less available.</p><p>China and Hong Kong are the only places that historically haven’t allowed the reviews, with officials citing national security and confidentiality concerns. The auditor watchdog’s announcement follows a recent high-stakes round of PCAOB inspections in Hong Kong, which represented a major break through in a long-running dispute.</p><p>The clash over audits became a political sticking point after a US law in 2020 said firms whose work papers can’t be inspected face being kicked off theNew York Stock Exchangeand Nasdaq. The legislation set a three-year timeframe for the delisting companies.</p><p>In a separate statement, SEC Chair Gary Gensler lauded the announcement. “This marks the first time that Chinese authorities allowed access for complete inspections and investigations meeting US standards,” he said in a statement, adding that inspectors must continue to be able to review the papers.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chinese Stock Delisting Threat Eases as US Gets Access to Audit Data</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\">\nChinese Stock Delisting Threat Eases as US Gets Access to Audit Data\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-15 22:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-15/chinese-stock-delisting-risk-falls-after-us-watchdog-got-access><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>US watchdog says that it has been able to review audit papersShares jumped after the PCAOB’s announcement on ThursdayAbout 200 companies based in China and Hong Kong are no longer facing an acute ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-15/chinese-stock-delisting-risk-falls-after-us-watchdog-got-access\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDD":"拼多多","XPEV":"小鹏汽车","BABA":"阿里巴巴","LI":"理想汽车","NIO":"蔚来","JD":"京东","BIDU":"百度"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-15/chinese-stock-delisting-risk-falls-after-us-watchdog-got-access","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137906061","content_text":"US watchdog says that it has been able to review audit papersShares jumped after the PCAOB’s announcement on ThursdayAbout 200 companies based in China and Hong Kong are no longer facing an acute threat of being booted off American stock exchanges.The US Public Company Accounting Oversight Board said its inspectors have been able to sufficiently review audit documents from firms based in the two jurisdictions. The determination diminishes the chances that companies includingAlibaba Group Holding LtdandJD.com Inc.will be delisted in New York.Shares of US-listed China stocks jumped across the board in premarket trading.“Inspectors and investigators were able to view complete audit work papers with all information included, and the PCAOB was able to retain information as needed,” the watchdog said in a statement.PCAOB Chair Erica Williams told reporters after the announcement that the agency would re-assess if access started be less available.China and Hong Kong are the only places that historically haven’t allowed the reviews, with officials citing national security and confidentiality concerns. The auditor watchdog’s announcement follows a recent high-stakes round of PCAOB inspections in Hong Kong, which represented a major break through in a long-running dispute.The clash over audits became a political sticking point after a US law in 2020 said firms whose work papers can’t be inspected face being kicked off theNew York Stock Exchangeand Nasdaq. The legislation set a three-year timeframe for the delisting companies.In a separate statement, SEC Chair Gary Gensler lauded the announcement. “This marks the first time that Chinese authorities allowed access for complete inspections and investigations meeting US standards,” he said in a statement, adding that inspectors must continue to be able to review the papers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957271874,"gmtCreate":1677340673298,"gmtModify":1677340678042,"author":{"id":"3575983623700639","authorId":"3575983623700639","name":"DERRICK0202","avatar":"https://static.tigerbbs.com/292eb3c2a26aa7f1304b02f8c67831a3","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575983623700639","authorIdStr":"3575983623700639"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957271874","repostId":"2314188382","repostType":2,"repost":{"id":"2314188382","kind":"highlight","pubTimestamp":1677260901,"share":"https://ttm.financial/m/news/2314188382?lang=&edition=fundamental","pubTime":"2023-02-25 01:48","market":"us","language":"en","title":"12 Best AI Stocks For 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2314188382","media":"Insider Monkey","summary":"In this article, we discuss 12 best AI stocks for 2023. If you want to see more stocks in this selec","content":"<html><body><p><span>In this article, we discuss 12 best AI stocks for 2023. If you want to see more stocks in this selection, check out </span><b>5 Best AI Stocks For 2023. </b></p>\n<p><span>According</span><span> to Precedence Research, as of 2022, the global AI market was valued at approximately $119.78 billion, and it is projected to reach $1,597.1 billion by 2030, with a compound annual growth rate of 38.1% from 2022 to 2030. In the upcoming years, the global artificial intelligence market is expected to experience significant growth due to increasing demand for the technology across various industries, including automotive, healthcare, banking and finance, manufacturing, food and beverages, logistics, and retail. Technological advancements have played a vital role in the growth of these industries.</span></p>\n<p><span>The global AI market is experiencing significant growth, driven by the increasing demand for life-saving medical devices and self-driving capabilities in electric vehicles. The trend towards digitalization is also contributing to the growth. Major tech companies like Alphabet Inc. (NASDAQ:GOOG), Amazon.com, Inc. (NASDAQ:AMZN), and Microsoft Corporation (NASDAQ:MSFT) are investing in the development and enhancement of AI applications. These companies are also striving to improve access to AI technology, which is expected to further fuel the growth of the AI market during the forecast period.</span></p>\n<p><span>NVIDIA Corporation (NASDAQ:NVDA)’s shares surged by more than 14% following the company's announcement of better-than-expected earnings. Analysts are optimistic about the company's focus on artificial intelligence, with Rosenblatt Securities' Hans Mosesmann stating that NVIDIA Corporation (NASDAQ:NVDA)’s AI strategy is growing rapidly and will have a significant impact on both its competitors and the wider world. NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang </span><span>told</span><span> the analysts in a recent meeting:</span></p>\n<blockquote>\n<p><span>“AI adoption is at an inflection point. OpenAI’s ChatGPT has captured interest worldwide, allowing people to experience AI firsthand, showing what’s possible with generative AI.” </span></p>\n</blockquote>\n<p><span>Investors can also check out </span><span>10 <a href=\"https://laohu8.com/S/HTM.AU\">High</a> Growth AI Stocks To Buy</span><span> and </span><span>11 Best Small Cap AI Stocks To Buy</span><span>. </span></p>\n<p><b><i>Our Methodology </i></b></p>\n<p><span>We selected the following AI stocks based on overall hedge fund sentiment toward each stock. We have assessed the hedge fund sentiment from Insider Monkey’s database of 943 elite hedge funds tracked as of the end of the fourth quarter of 2022. The list is arranged in ascending order of the number of hedge fund holders in each firm. </span></p>\n<img height=\"1280\" src=\"https://s1.yimg.com/uu/api/res/1.2/Sy6Tj1t7aRB3AkLmm4Ft4A--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/4c8237bdb0e3fadddfada11808dd2349\" width=\"1920\"/> Photo by \nJonathan Kemper on \nUnsplash\n<h2><b>Best AI Stocks For 2023</b></h2>\n<h3><b>12. <a href=\"https://laohu8.com/S/AI\">C3.ai, Inc.</a> (NYSE:AI)</b></h3>\n<p><b><i>Number of Hedge Fund Holders: 19</i></b></p>\n<p><span>C3.ai, Inc. (NYSE:AI) is a California-based enterprise artificial intelligence software company in North America, Europe, the Middle East, Africa, the Asia Pacific, and internationally. On February 21, C3.ai, Inc. (NYSE:AI) announced that its expanded collaboration with Amazon Web Services (AWS) is aimed at leveraging the power of AI to help customers in industries such as defense and intelligence tackle their most pressing business challenges. As part of this collaboration, C3.ai, Inc. (NYSE:AI) will integrate its AI applications, including C3 AI Law Enforcement, with AWS services such as Amazon Comprehend.</span></p>\n<p><span>On February 6, DA Davidson analyst Gil Luria initiated coverage of C3.ai, Inc. (NYSE:AI) with a Buy rating and a $30 price target. According to DA Davidson, C3.ai, Inc. (NYSE:AI) is a rare commodity in a crucial software sector and the emergence of generative AI is a game-changing application for AI. This presents an opportunity for C3.ai, Inc. (NYSE:AI) to capitalize on its significant investment and expertise in AI, as noted by the firm.</span></p>\n<p><span>According to Insider Monkey’s Q4 data, 19 hedge funds were bullish on C3.ai, Inc. (NYSE:AI), compared to 18 funds in the prior quarter. Ken Griffin’s Citadel Investment Group is the largest stakeholder of the company, with 1 million shares worth $11.6 million. </span></p>\n<p><span>Like Alphabet Inc. (NASDAQ:GOOG), Amazon.com, Inc. (NASDAQ:AMZN), and Microsoft Corporation (NASDAQ:MSFT), C3.ai, Inc. (NYSE:AI) is one of the best AI stocks to invest in. </span></p>\n<h3><b>11. <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> (NYSE:PLTR)</b></h3>\n<p><b><i>Number of Hedge Fund Holders: 28</i></b></p>\n<p><span>Palantir Technologies Inc. (NYSE:PLTR) is a Colorado-based company that builds and deploys software platforms for the intelligence community in the United States to help with counterterrorism investigations and operations. It is one of the best AI stocks to monitor. On February 13, Palantir Technologies Inc. (NYSE:PLTR) reported a Q4 non-GAAP EPS of $0.04 and a revenue of $508.62 million, outperforming Wall Street estimates by $0.01 and $3.64 million. </span></p>\n<p><span>On February 14, Mizuho analyst Matthew Broome raised the firm's price target on Palantir Technologies Inc. (NYSE:PLTR) to $8 from $7 and kept a Neutral rating on the shares. In a research note to investors, the analyst described Palantir Technologies Inc. (NYSE:PLTR)’s Q4 results as \"mixed,\" with revenue slightly exceeding consensus and the company reporting GAAP profitability for the first time, which was surprising. However, the total contract value for the quarter was low, reflecting the unpredictable nature of the business, and remaining deal value decreased partly due to headwinds from the commercial strategic investment program, according to Mizuho. Furthermore, the firm noted that Palantir Technologies Inc. (NYSE:PLTR)’s revenue growth guidance for 2023 was lower than what was expected by the Street.</span></p>\n<p><span>According to Insider Monkey’s Q4 database, 28 hedge funds were bullish on Palantir Technologies Inc. (NYSE:PLTR), compared to 35 funds in the earlier quarter. D E Shaw is the biggest investor in the company. </span></p>\n<p><span>Here</span><span> is what Tao Value has to say about Palantir Technologies Inc. (NYSE:PLTR) in its Q4 2021 investor letter:</span></p>\n<blockquote>\n<p><span>“We have no new position this quarter and have made below changes to our portfolio. We also sold Palantir (PLTR) as I identified it subject to high retail bubble risk (using above method) and are not part of our core “Mindful Compounder” holdings.”</span></p>\n</blockquote>\n<h3><b>10. EPAM Systems, Inc. (NYSE:EPAM)</b></h3>\n<p><b><i>Number of Hedge Fund Holders: 35</i></b></p>\n<p><span>EPAM Systems, Inc. (NYSE:EPAM) provides digital platform engineering and software development services worldwide. The company provides AI-powered platforms for data acquisition, intelligent automation solutions, and conversational AI for revolutionizing banking. EPAM Systems, Inc. (NYSE:EPAM) is one of the premier artificial intelligence stocks to invest in. In Q4 2022, the company reported a Q4 non-GAAP EPS of $2.93, beating market estimates by $0.25. The revenue of $1.23 billion climbed 11.2% year-over-year, in-line with Wall Street consensus. </span></p>\n<p><span>On February 21, Barclays maintained an Overweight rating on EPAM Systems, Inc. (NYSE:EPAM) but lowered the firm's price target on the shares to $380 from $400 ahead of the Q4 earnings report.</span></p>\n<p><span>According to Insider Monkey’s Q4 data, EPAM Systems, Inc. (NYSE:EPAM) was part of 35 hedge fund portfolios, compared to 34 in the last quarter. Stephen Mandel’s Lone Pine Capital is the largest stakeholder of the company, with a position worth $197.5 million.</span><b>  </b></p>\n<p><span>Here</span><span> is what White Falcon Capital Management has to say about EPAM Systems, Inc. (NYSE:EPAM) in its Q3 2022 investor letter:</span></p>\n<blockquote>\n<p><span>“Half of the portfolio had positive realized and unrealized gains for the year. Out of these, EPAM Systems and Maxar were the largest positive contributors to performance. In addition, our weight in the commodity sector, including the precious metals hedge, produced substantial positive returns.</span></p>\n<p><span>EPAM Systems is an IT services company. We initiated a position in EPAM after it sold off when Russia invaded Ukraine. The concern was that EPAM had a large part of its workforce in Ukraine, Belarus and Russia. Until then, EPAM had been a high quality compounder whose stock price had gone up 10x in the previous 10 years. It was a strong company that had come across some temporary headwinds and our analysis (Q1 2022 letter) confirmed that the risks are manageable. We bought the stock at $210 per share in Q1 and sold about a quarter of our position in the $400-450 range in Q3. EPAM remains a top 10 position and closed the year at $330 per share.”</span></p>\n</blockquote>\n<h3><b>9. <a href=\"https://laohu8.com/S/S\">SentinelOne, Inc</a>. (NYSE:S)</b></h3>\n<p><b><i>Number of Hedge Fund Holders: 38</i></b></p>\n<p><span>SentinelOne, Inc. (NYSE:S) was incorporated in 2013 and is headquartered in Mountain View, California. It operates as a cybersecurity provider in the United States and internationally. Its Singularity XDR Platform offers an artificial intelligence-powered autonomous threat prevention, detection, and response capabilities across a company’s endpoints and cloud workloads. </span></p>\n<p><span>On February 21, Andrew Nowinski, an analyst at Wells Fargo, lowered his rating on SentinelOne, Inc. (NYSE:S) from Overweight to Equal Weight and set a price target of $18. The downgrade is due to concerns about declining demand trends and recent departures of key executives. According to the firm, these issues will likely make it more challenging for SentinelOne to achieve significant profitability.</span></p>\n<p><span>According to Insider Monkey’s Q4 data, SentinelOne, Inc. (NYSE:S) was part of 38 hedge fund portfolios, compared to 30 in the last quarter. Dan Loeb’s Third Point is the biggest position holder in the company, with 14.70 million shares worth $214.4 million. </span></p>\n<p><span>Here</span><span> is what ClearBridge Investments SMID Cap Growth Strategy has to say about SentinelOne, Inc. (NYSE:S) in its Q4 2021 investor letter:</span></p>\n<blockquote>\n<p><span>“We added six new positions in the fourth quarter. We see next-generation cybersecurity provider SentinelOne, although early in its growth lifecycle, as capable of taking share from legacy players in the antivirus and broader cybersecurity industry.”</span></p>\n</blockquote>\n<h3><b>8. Baidu, Inc. (NASDAQ:BIDU)</b></h3>\n<p><b><i>Number of Hedge Fund Holders: 40</i></b></p>\n<p><span>Baidu, Inc. (NASDAQ:BIDU) offers internet search services in China. Baidu, Inc. (NASDAQ:BIDU) on February 22 shared additional information about its highly anticipated intelligent Ernie Bot, which is considered as the company's equivalent to ChatGPT. Ernie Bot will also provide services to the public through Baidu AI Cloud. The Ernie Bot is developed based on Baidu's extensive language model Ernie, which was introduced in 2019. </span></p>\n<p><span>On February 22, Baidu, Inc. (NASDAQ:BIDU) reported a Q4 non-GAAP EPADS of $2.21, beating market estimates by $0.16. The revenue of $4.8 billion outperformed estimates by $170 million. Free cash flow was $859 million, and free cash flow excluding iQIYI stood at $736 million.</span></p>\n<p><span>Benchmark analyst Fawne Jiang on February 23 raised the firm's price target on Baidu, Inc. (NASDAQ:BIDU) to $210 from $200 and kept a Buy rating on the shares after the company reported better than expected Q4 results and highlighted an improving ad outlook in Q1 as mobility returns to normal in China.</span></p>\n<p><span>According to Insider Monkey’s Q4 data, 40 hedge funds were long Baidu, Inc. (NASDAQ:BIDU), compared to 43 funds in the prior quarter. John W. Rogers’ Ariel Investments is the largest stakeholder of the company, with 2.85 million shares worth $326.3 million. </span></p>\n<p><span>Ariel Investment made the following comment about Baidu, Inc. (NASDAQ:BIDU) in its Q3 2022 investor </span><span>letter</span><span>:</span></p>\n<blockquote>\n<p><span>“China’s internet search and online community leader Baidu, Inc. (NASDAQ:BIDU) also weighed on relative results in the quarter. Continuing macro headwinds driven by China’s Zero-Covid policy are resulting in sluggish advertising trends. Looking ahead, the company remains committed to sustainable, profitable growth as management works to improve overall operational efficiency, executing on its strategic commitments around technological innovation and the transition to a green economy. We also continue to be enthusiastic about Baidu’s longer-term opportunity for revenue growth and margin expansion across internet search, cloud, autonomous driving, artificial intelligence and online video.”</span></p>\n</blockquote>\n<h3><b>7. International Business Machines Corporation (NYSE:<a href=\"https://laohu8.com/S/IBM\">IBM</a>)</b></h3>\n<p><b><i>Number of Hedge Fund Holders: 43</i></b></p>\n<p><span>International Business Machines Corporation (NYSE:IBM) is an American multinational technology corporation that specializes in advanced computer chips, quantum computing, artificial intelligence, and data infrastructure. The company provides AI for customer service, AI for business automation, and explainable AI. On January 31, International Business Machines Corporation (NYSE:IBM) declared a quarterly dividend of $1.65 per share, in line with previous. The dividend is payable on March 10, to shareholders of record on February 10. It is one of the best AI stocks for 2023. </span></p>\n<p><span>On February 6, Logan Purk, an analyst at Edward Jones, lowered International Business Machines Corporation (NYSE:IBM)’s rating from Buy to Hold, without providing a price target. In a research note to investors, the analyst stated that with IBM's business transformation now complete and the stock rising on the potential for accelerated growth, the shares are correctly valued.</span></p>\n<p><span>According to Insider Monkey’s data, International Business Machines Corporation (NYSE:IBM) was part of 43 hedge fund portfolios at the end of December 2022, compared to 40 in the prior quarter. Phill Gross and Robert Atchinson’s Adage Capital Management is a prominent stakeholder of the company, with 919,590 shares worth $129.5 million. </span></p>\n<p><span>In its Q1 2022 investor letter, </span><span>St. James Investment Company</span><span>, an asset management firm, highlighted a few stocks and International Business Machines Corporation (NYSE:IBM) was one of them. </span><span>Here</span><span> is what the fund said:</span></p>\n<blockquote>\n<p><span>“IBM was not the first company to build computers. The distinction belongs to Sperry-Rand’s subsidiary UNIVAC, which introduced the first commercially successful computers in the early 1950s. In this era, IBM did possess the largest research and development department of the business machines industry and quickly caught up, introducing cost-competitive computers a few years after UNIVAC. By the late 1950s, IBM held the dominant market share in computers. IBM also touted a vastly superior sales organization, which used a sales tactic called “paper machines” (the equivalent of today’s “vaporware”). If a competitor’s product was selling well in a market segment that IBM had yet to penetrate, the company would announce a competing product and start taking orders for the “paper machine” long before it was available. (</span><span>read more</span><span>)</span></p>\n</blockquote>\n<h3><b>6. Intel Corporation (NASDAQ:INTC)</b></h3>\n<p><b><i>Number of Hedge Fund Holders: 62</i></b></p>\n<p><span>Intel Corporation (NASDAQ:INTC) designs, manufactures, and sells computing and related products worldwide. It operates through Client Computing Group, Data Center and AI, Network and Edge, Accelerated Computing Systems and Graphics, Intel Foundry Services, and Other segments. </span></p>\n<p><span>On February 23, Joseph Moore, an analyst at Morgan Stanley, raised Intel Corporation (NASDAQ:INTC)’s rating from Underweight to Equal Weight, with a price target of $28, down from $29.50. According to the analyst, the rumors of a dividend cut have had a negative impact on the stock, but it is the right decision to make. Despite the material underperformance of the stock in late 2022 and year-to-date, and the negative impact of the dividend cut, the firm believes that the current share levels present a balanced risk-reward situation. Additionally, Morgan Stanley now sees limited downside risk in Intel's shares.</span></p>\n<p><span>According to Insider Monkey’s fourth quarter database, 62 hedge funds were bullish on Intel Corporation (NASDAQ:INTC), compared to 69 funds in the earlier quarter. John Overdeck and David Siegel’s Two Sigma Advisors is a prominent stakeholder of the company, with 11.2 million shares worth $297.3 million.</span></p>\n<p><span>In addition to Alphabet Inc. (NASDAQ:GOOG), Amazon.com, Inc. (NASDAQ:AMZN), and Microsoft Corporation (NASDAQ:MSFT), Intel Corporation (NASDAQ:INTC) is one of the premier AI stocks to monitor. </span></p>\n<p><span>ClearBridge Investments</span><span> made the following comment about Intel Corporation (NASDAQ:INTC) in its Q3 2022 investor </span><span>letter</span><span>:</span></p>\n<blockquote>\n<p><span>“Also on the detractor side, Intel Corporation (NASDAQ:INTC) delivered a disappointing revenue miss and lowered full-year revenue and earnings guidance as COVID-19-driven demand for PCs abated (where Intel enjoys half its sales) and a delay in its flagship Sapphire Rapids CPU hurt its data center business. Despite these issues, we still believe Intel is an economically sensitive turnaround story with substantial upside.”</span></p>\n</blockquote>     \n<p><strong>Click to continue reading and see 5 Best AI Stocks For 2023. </strong></p>   Suggested articles: \n<ul>\n<li><span>15 Best Oil Stocks to Buy</span></li>\n<li><span>10 Small Cap SaaS Stocks Hedge Funds are Piling Into</span></li>\n<li><span>13 Most Profitable Food Stocks</span></li>\n</ul>   \n<p>Disclosure: None. <strong>12 Best AI Stocks For 2023 </strong>is originally published on Insider Monkey.</p></body></html>","source":"yahoofinance","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>12 Best AI Stocks For 2023</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\">\n12 Best AI Stocks For 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-25 01:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/12-best-ai-stocks-2023-174821787.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In this article, we discuss 12 best AI stocks for 2023. If you want to see more stocks in this selection, check out 5 Best AI Stocks For 2023. \nAccording to Precedence Research, as of 2022, the global...</p>\n\n<a href=\"https://finance.yahoo.com/news/12-best-ai-stocks-2023-174821787.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/T34IOot8NMQ3ztxrb9zRgA--~B/aD0xMjgwO3c9MTkyMDthcHBpZD15dGFjaHlvbg--/https://media.zenfs.com/en/insidermonkey.com/4c8237bdb0e3fadddfada11808dd2349","relate_stocks":{"BIDU":"百度","BK4535":"淡马锡持仓","GOOG":"谷歌","BK4077":"互动媒体与服务","BK4543":"AI","BK4579":"人工智能","GOOGL":"谷歌A","EPAM":"Epam Systems","BK4588":"碎股","BK4526":"热门中概股","IBM":"IBM","INTC":"英特尔","BK4552":"Archegos爆仓风波概念","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0287142896.SGD":"Fidelity China Focus A-SGD","S":"SentinelOne, Inc","QNETCN":"纳斯达克中美互联网老虎指数","BK4504":"桥水持仓","NVDA":"英伟达","AI":"C3.ai, Inc.","PLTR":"Palantir Technologies Inc.","BK4514":"搜索引擎","LU0173614495.USD":"富达中国焦点A","BK4548":"巴美列捷福持仓","LU0359201612.USD":"贝莱德中国基金A2","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","BK4528":"SaaS概念","BK4023":"应用软件","BK4531":"中概回港概念","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0640798160.USD":"EASTSPRING INVESTMENTS GLOBAL EMERGING MARKET DYNAMIC \"A\" (USD) ACC","AMZN":"亚马逊","LU1115378108.SGD":"Eastspring Investments - Global Emerging Markets Dynamic AS SGD","BK4587":"ChatGPT概念"},"source_url":"https://finance.yahoo.com/news/12-best-ai-stocks-2023-174821787.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2314188382","content_text":"In this article, we discuss 12 best AI stocks for 2023. If you want to see more stocks in this selection, check out 5 Best AI Stocks For 2023. \nAccording to Precedence Research, as of 2022, the global AI market was valued at approximately $119.78 billion, and it is projected to reach $1,597.1 billion by 2030, with a compound annual growth rate of 38.1% from 2022 to 2030. In the upcoming years, the global artificial intelligence market is expected to experience significant growth due to increasing demand for the technology across various industries, including automotive, healthcare, banking and finance, manufacturing, food and beverages, logistics, and retail. Technological advancements have played a vital role in the growth of these industries.\nThe global AI market is experiencing significant growth, driven by the increasing demand for life-saving medical devices and self-driving capabilities in electric vehicles. The trend towards digitalization is also contributing to the growth. Major tech companies like Alphabet Inc. (NASDAQ:GOOG), Amazon.com, Inc. (NASDAQ:AMZN), and Microsoft Corporation (NASDAQ:MSFT) are investing in the development and enhancement of AI applications. These companies are also striving to improve access to AI technology, which is expected to further fuel the growth of the AI market during the forecast period.\nNVIDIA Corporation (NASDAQ:NVDA)’s shares surged by more than 14% following the company's announcement of better-than-expected earnings. Analysts are optimistic about the company's focus on artificial intelligence, with Rosenblatt Securities' Hans Mosesmann stating that NVIDIA Corporation (NASDAQ:NVDA)’s AI strategy is growing rapidly and will have a significant impact on both its competitors and the wider world. NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang told the analysts in a recent meeting:\n\n“AI adoption is at an inflection point. OpenAI’s ChatGPT has captured interest worldwide, allowing people to experience AI firsthand, showing what’s possible with generative AI.” \n\nInvestors can also check out 10 High Growth AI Stocks To Buy and 11 Best Small Cap AI Stocks To Buy. \nOur Methodology \nWe selected the following AI stocks based on overall hedge fund sentiment toward each stock. We have assessed the hedge fund sentiment from Insider Monkey’s database of 943 elite hedge funds tracked as of the end of the fourth quarter of 2022. The list is arranged in ascending order of the number of hedge fund holders in each firm. \n Photo by \nJonathan Kemper on \nUnsplash\nBest AI Stocks For 2023\n12. C3.ai, Inc. (NYSE:AI)\nNumber of Hedge Fund Holders: 19\nC3.ai, Inc. (NYSE:AI) is a California-based enterprise artificial intelligence software company in North America, Europe, the Middle East, Africa, the Asia Pacific, and internationally. On February 21, C3.ai, Inc. (NYSE:AI) announced that its expanded collaboration with Amazon Web Services (AWS) is aimed at leveraging the power of AI to help customers in industries such as defense and intelligence tackle their most pressing business challenges. As part of this collaboration, C3.ai, Inc. (NYSE:AI) will integrate its AI applications, including C3 AI Law Enforcement, with AWS services such as Amazon Comprehend.\nOn February 6, DA Davidson analyst Gil Luria initiated coverage of C3.ai, Inc. (NYSE:AI) with a Buy rating and a $30 price target. According to DA Davidson, C3.ai, Inc. (NYSE:AI) is a rare commodity in a crucial software sector and the emergence of generative AI is a game-changing application for AI. This presents an opportunity for C3.ai, Inc. (NYSE:AI) to capitalize on its significant investment and expertise in AI, as noted by the firm.\nAccording to Insider Monkey’s Q4 data, 19 hedge funds were bullish on C3.ai, Inc. (NYSE:AI), compared to 18 funds in the prior quarter. Ken Griffin’s Citadel Investment Group is the largest stakeholder of the company, with 1 million shares worth $11.6 million. \nLike Alphabet Inc. (NASDAQ:GOOG), Amazon.com, Inc. (NASDAQ:AMZN), and Microsoft Corporation (NASDAQ:MSFT), C3.ai, Inc. (NYSE:AI) is one of the best AI stocks to invest in. \n11. Palantir Technologies Inc. (NYSE:PLTR)\nNumber of Hedge Fund Holders: 28\nPalantir Technologies Inc. (NYSE:PLTR) is a Colorado-based company that builds and deploys software platforms for the intelligence community in the United States to help with counterterrorism investigations and operations. It is one of the best AI stocks to monitor. On February 13, Palantir Technologies Inc. (NYSE:PLTR) reported a Q4 non-GAAP EPS of $0.04 and a revenue of $508.62 million, outperforming Wall Street estimates by $0.01 and $3.64 million. \nOn February 14, Mizuho analyst Matthew Broome raised the firm's price target on Palantir Technologies Inc. (NYSE:PLTR) to $8 from $7 and kept a Neutral rating on the shares. In a research note to investors, the analyst described Palantir Technologies Inc. (NYSE:PLTR)’s Q4 results as \"mixed,\" with revenue slightly exceeding consensus and the company reporting GAAP profitability for the first time, which was surprising. However, the total contract value for the quarter was low, reflecting the unpredictable nature of the business, and remaining deal value decreased partly due to headwinds from the commercial strategic investment program, according to Mizuho. Furthermore, the firm noted that Palantir Technologies Inc. (NYSE:PLTR)’s revenue growth guidance for 2023 was lower than what was expected by the Street.\nAccording to Insider Monkey’s Q4 database, 28 hedge funds were bullish on Palantir Technologies Inc. (NYSE:PLTR), compared to 35 funds in the earlier quarter. D E Shaw is the biggest investor in the company. \nHere is what Tao Value has to say about Palantir Technologies Inc. (NYSE:PLTR) in its Q4 2021 investor letter:\n\n“We have no new position this quarter and have made below changes to our portfolio. We also sold Palantir (PLTR) as I identified it subject to high retail bubble risk (using above method) and are not part of our core “Mindful Compounder” holdings.”\n\n10. EPAM Systems, Inc. (NYSE:EPAM)\nNumber of Hedge Fund Holders: 35\nEPAM Systems, Inc. (NYSE:EPAM) provides digital platform engineering and software development services worldwide. The company provides AI-powered platforms for data acquisition, intelligent automation solutions, and conversational AI for revolutionizing banking. EPAM Systems, Inc. (NYSE:EPAM) is one of the premier artificial intelligence stocks to invest in. In Q4 2022, the company reported a Q4 non-GAAP EPS of $2.93, beating market estimates by $0.25. The revenue of $1.23 billion climbed 11.2% year-over-year, in-line with Wall Street consensus. \nOn February 21, Barclays maintained an Overweight rating on EPAM Systems, Inc. (NYSE:EPAM) but lowered the firm's price target on the shares to $380 from $400 ahead of the Q4 earnings report.\nAccording to Insider Monkey’s Q4 data, EPAM Systems, Inc. (NYSE:EPAM) was part of 35 hedge fund portfolios, compared to 34 in the last quarter. Stephen Mandel’s Lone Pine Capital is the largest stakeholder of the company, with a position worth $197.5 million.  \nHere is what White Falcon Capital Management has to say about EPAM Systems, Inc. (NYSE:EPAM) in its Q3 2022 investor letter:\n\n“Half of the portfolio had positive realized and unrealized gains for the year. Out of these, EPAM Systems and Maxar were the largest positive contributors to performance. In addition, our weight in the commodity sector, including the precious metals hedge, produced substantial positive returns.\nEPAM Systems is an IT services company. We initiated a position in EPAM after it sold off when Russia invaded Ukraine. The concern was that EPAM had a large part of its workforce in Ukraine, Belarus and Russia. Until then, EPAM had been a high quality compounder whose stock price had gone up 10x in the previous 10 years. It was a strong company that had come across some temporary headwinds and our analysis (Q1 2022 letter) confirmed that the risks are manageable. We bought the stock at $210 per share in Q1 and sold about a quarter of our position in the $400-450 range in Q3. EPAM remains a top 10 position and closed the year at $330 per share.”\n\n9. SentinelOne, Inc. (NYSE:S)\nNumber of Hedge Fund Holders: 38\nSentinelOne, Inc. (NYSE:S) was incorporated in 2013 and is headquartered in Mountain View, California. It operates as a cybersecurity provider in the United States and internationally. Its Singularity XDR Platform offers an artificial intelligence-powered autonomous threat prevention, detection, and response capabilities across a company’s endpoints and cloud workloads. \nOn February 21, Andrew Nowinski, an analyst at Wells Fargo, lowered his rating on SentinelOne, Inc. (NYSE:S) from Overweight to Equal Weight and set a price target of $18. The downgrade is due to concerns about declining demand trends and recent departures of key executives. According to the firm, these issues will likely make it more challenging for SentinelOne to achieve significant profitability.\nAccording to Insider Monkey’s Q4 data, SentinelOne, Inc. (NYSE:S) was part of 38 hedge fund portfolios, compared to 30 in the last quarter. Dan Loeb’s Third Point is the biggest position holder in the company, with 14.70 million shares worth $214.4 million. \nHere is what ClearBridge Investments SMID Cap Growth Strategy has to say about SentinelOne, Inc. (NYSE:S) in its Q4 2021 investor letter:\n\n“We added six new positions in the fourth quarter. We see next-generation cybersecurity provider SentinelOne, although early in its growth lifecycle, as capable of taking share from legacy players in the antivirus and broader cybersecurity industry.”\n\n8. Baidu, Inc. (NASDAQ:BIDU)\nNumber of Hedge Fund Holders: 40\nBaidu, Inc. (NASDAQ:BIDU) offers internet search services in China. Baidu, Inc. (NASDAQ:BIDU) on February 22 shared additional information about its highly anticipated intelligent Ernie Bot, which is considered as the company's equivalent to ChatGPT. Ernie Bot will also provide services to the public through Baidu AI Cloud. The Ernie Bot is developed based on Baidu's extensive language model Ernie, which was introduced in 2019. \nOn February 22, Baidu, Inc. (NASDAQ:BIDU) reported a Q4 non-GAAP EPADS of $2.21, beating market estimates by $0.16. The revenue of $4.8 billion outperformed estimates by $170 million. Free cash flow was $859 million, and free cash flow excluding iQIYI stood at $736 million.\nBenchmark analyst Fawne Jiang on February 23 raised the firm's price target on Baidu, Inc. (NASDAQ:BIDU) to $210 from $200 and kept a Buy rating on the shares after the company reported better than expected Q4 results and highlighted an improving ad outlook in Q1 as mobility returns to normal in China.\nAccording to Insider Monkey’s Q4 data, 40 hedge funds were long Baidu, Inc. (NASDAQ:BIDU), compared to 43 funds in the prior quarter. John W. Rogers’ Ariel Investments is the largest stakeholder of the company, with 2.85 million shares worth $326.3 million. \nAriel Investment made the following comment about Baidu, Inc. (NASDAQ:BIDU) in its Q3 2022 investor letter:\n\n“China’s internet search and online community leader Baidu, Inc. (NASDAQ:BIDU) also weighed on relative results in the quarter. Continuing macro headwinds driven by China’s Zero-Covid policy are resulting in sluggish advertising trends. Looking ahead, the company remains committed to sustainable, profitable growth as management works to improve overall operational efficiency, executing on its strategic commitments around technological innovation and the transition to a green economy. We also continue to be enthusiastic about Baidu’s longer-term opportunity for revenue growth and margin expansion across internet search, cloud, autonomous driving, artificial intelligence and online video.”\n\n7. International Business Machines Corporation (NYSE:IBM)\nNumber of Hedge Fund Holders: 43\nInternational Business Machines Corporation (NYSE:IBM) is an American multinational technology corporation that specializes in advanced computer chips, quantum computing, artificial intelligence, and data infrastructure. The company provides AI for customer service, AI for business automation, and explainable AI. On January 31, International Business Machines Corporation (NYSE:IBM) declared a quarterly dividend of $1.65 per share, in line with previous. The dividend is payable on March 10, to shareholders of record on February 10. It is one of the best AI stocks for 2023. \nOn February 6, Logan Purk, an analyst at Edward Jones, lowered International Business Machines Corporation (NYSE:IBM)’s rating from Buy to Hold, without providing a price target. In a research note to investors, the analyst stated that with IBM's business transformation now complete and the stock rising on the potential for accelerated growth, the shares are correctly valued.\nAccording to Insider Monkey’s data, International Business Machines Corporation (NYSE:IBM) was part of 43 hedge fund portfolios at the end of December 2022, compared to 40 in the prior quarter. Phill Gross and Robert Atchinson’s Adage Capital Management is a prominent stakeholder of the company, with 919,590 shares worth $129.5 million. \nIn its Q1 2022 investor letter, St. James Investment Company, an asset management firm, highlighted a few stocks and International Business Machines Corporation (NYSE:IBM) was one of them. Here is what the fund said:\n\n“IBM was not the first company to build computers. The distinction belongs to Sperry-Rand’s subsidiary UNIVAC, which introduced the first commercially successful computers in the early 1950s. In this era, IBM did possess the largest research and development department of the business machines industry and quickly caught up, introducing cost-competitive computers a few years after UNIVAC. By the late 1950s, IBM held the dominant market share in computers. IBM also touted a vastly superior sales organization, which used a sales tactic called “paper machines” (the equivalent of today’s “vaporware”). If a competitor’s product was selling well in a market segment that IBM had yet to penetrate, the company would announce a competing product and start taking orders for the “paper machine” long before it was available. (read more)\n\n6. Intel Corporation (NASDAQ:INTC)\nNumber of Hedge Fund Holders: 62\nIntel Corporation (NASDAQ:INTC) designs, manufactures, and sells computing and related products worldwide. It operates through Client Computing Group, Data Center and AI, Network and Edge, Accelerated Computing Systems and Graphics, Intel Foundry Services, and Other segments. \nOn February 23, Joseph Moore, an analyst at Morgan Stanley, raised Intel Corporation (NASDAQ:INTC)’s rating from Underweight to Equal Weight, with a price target of $28, down from $29.50. According to the analyst, the rumors of a dividend cut have had a negative impact on the stock, but it is the right decision to make. Despite the material underperformance of the stock in late 2022 and year-to-date, and the negative impact of the dividend cut, the firm believes that the current share levels present a balanced risk-reward situation. Additionally, Morgan Stanley now sees limited downside risk in Intel's shares.\nAccording to Insider Monkey’s fourth quarter database, 62 hedge funds were bullish on Intel Corporation (NASDAQ:INTC), compared to 69 funds in the earlier quarter. John Overdeck and David Siegel’s Two Sigma Advisors is a prominent stakeholder of the company, with 11.2 million shares worth $297.3 million.\nIn addition to Alphabet Inc. (NASDAQ:GOOG), Amazon.com, Inc. (NASDAQ:AMZN), and Microsoft Corporation (NASDAQ:MSFT), Intel Corporation (NASDAQ:INTC) is one of the premier AI stocks to monitor. \nClearBridge Investments made the following comment about Intel Corporation (NASDAQ:INTC) in its Q3 2022 investor letter:\n\n“Also on the detractor side, Intel Corporation (NASDAQ:INTC) delivered a disappointing revenue miss and lowered full-year revenue and earnings guidance as COVID-19-driven demand for PCs abated (where Intel enjoys half its sales) and a delay in its flagship Sapphire Rapids CPU hurt its data center business. Despite these issues, we still believe Intel is an economically sensitive turnaround story with substantial upside.”\n     \nClick to continue reading and see 5 Best AI Stocks For 2023.    Suggested articles: \n\n15 Best Oil Stocks to Buy\n10 Small Cap SaaS Stocks Hedge Funds are Piling Into\n13 Most Profitable Food Stocks\n   \nDisclosure: None. 12 Best AI Stocks For 2023 is originally published on Insider Monkey.","news_type":1},"isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921791821,"gmtCreate":1671121031663,"gmtModify":1676538494766,"author":{"id":"3575983623700639","authorId":"3575983623700639","name":"DERRICK0202","avatar":"https://static.tigerbbs.com/292eb3c2a26aa7f1304b02f8c67831a3","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575983623700639","authorIdStr":"3575983623700639"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921791821","repostId":"2291809280","repostType":2,"repost":{"id":"2291809280","kind":"highlight","pubTimestamp":1671060404,"share":"https://ttm.financial/m/news/2291809280?lang=&edition=fundamental","pubTime":"2022-12-15 07:26","market":"hk","language":"zh","title":"隔夜美股全复盘(12.15)| 靴子落地！美联储如期加息50bp，鲍威尔表示，确信通胀持续下降之前不考虑降息，美股止步两连涨，特斯拉再创两年新低，热门中概跑赢大盘","url":"https://stock-news.laohu8.com/highlight/detail?id=2291809280","media":"格隆汇","summary":"靴子落地！美联储如期加息50bp，鲍威尔表示，确信通胀持续下降之前不考虑降息，美股止步两连涨，特斯拉再创两年新低，热门中概跑赢大盘","content":"<html><body><p><span>01 大盘</span></p><p>昨夜美股三大股指在美联储公布利率决议后，尾盘维持跌势，止步两连涨，科技股领跌。截至收盘，道指跌 0.42%，纳指跌 0.76%，标普跌 0.61%。美国十年国债收益率跌 0.742%，收报3.479%，相较两年期国债收益率差-74个基点。恐慌指数VIX跌 6.25%，布伦特原油收涨 2.98%，现货黄金收跌 0.18%，报1807.52美元/盎司。<a href=\"https://laohu8.com/S/USDindex.FOREX\">美元指数</a>持续回落，收报103.59。</p><p><img src=\"https://img3.gelonghui.com/7f6df-2fd1d99f-764f-471e-b79b-0b77625752b1.png\"/></p><p>俄乌冲突方面，克里姆林宫表示，未收到任何关于乌克兰在圣诞节以及新年停火的提议。乌克兰总统泽连斯基召开最高统帅部会议，会议听取了前线局势的汇报，并特别关注了边境安全保障问题。此外，会议还就加强防空和反导弹防御、保护能源基础设施等问题进行了讨论。美国驻北约大使朱莉安娜·史密斯13日承认，由于向乌克兰输送了大量武器，几乎所有北约国家都面临着武器和弹药库的枯竭。</p><p>英国11月CPI月率录得0.4%，为2022年1月以来最小增幅。11月零售物价指数月率录得0.5%，为2022年1月以来最小增幅。市场预期周四欧洲央行和英国央行均将加息步伐放缓至50个基点。</p><p>据美联储FOMC声明及主席鲍威尔发布会：一致同意加息50个基点至4.25%-4.5%区间，利率水平为2007年以来新高，符合市场预期，今年累计加息425个基点；持续加息可能是适当的。下次会议加息幅度取决于数据和就业市场；政策正接近充分限制性；确信通胀持续下降之前，不考虑降息。下调明后两年GDP增速预期，明年仅增长0.5%；经济软着陆仍有可能，没有评估接受衰退的接受程度。全线上调未来通胀预测，风险趋向上行；置评近期数据录得可喜的下降，但需要更多证据。全线上调未来利率水平，多数官员预计2023年底利率将在5%至5.5%之间，2023年的利率（5.1%）预测将代表利率峰值。截至发稿，市场定价明年5月达到4.87%的终端利率，2月加息25BP概率在60%一线，明年有50BP的降息空间。 美股在鲍威尔讲话之际收复失地，在讲话结束后重拾跌势；美债收益率整体下行约10BP；从结果看，外汇市场不温不火。</p><p>02 行业&amp;个股</p><p>行业板块方面，除医疗收涨0.16%外，标普其他10大板块悉数收跌：日常消费、公用事业、工业、能源、高科技、和房地产均收跌1%以内，原料、金融、通讯、半导体分别收跌1.07%、1.25%、1.3%和1.5%。</p><p>概念板块方面，航空ETF跌0.06%，旅行服务板块跌0.51%，高端酒店万豪跌2.32%，<a href=\"https://laohu8.com/S/ABNB\">爱彼迎</a>涨0.63%，<a href=\"https://laohu8.com/S/NCLH\">挪威邮轮</a>涨0.33%。<a href=\"https://laohu8.com/S/000591\">太阳能</a>板块涨2.63%。金融科技板块方面，<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>收跌1.45%，巴菲特概念股NU跌1.55%。网络安全板块跌0.43%，SQ收涨0.31%。</p><p>中概股涨跌不一，KWEB涨0.29%。<a href=\"https://laohu8.com/S/TSM\">台积电</a>跌 0.61%，。阿里跌0.55%，淘宝天猫联合网商银行，从2022年12月至2023年2月，对符合条件的商家给予百亿规模的信用贷临时额度支持；前阿里副总裁离开金地物业，供职仅一年。<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨 1.43%，<a href=\"https://laohu8.com/S/JD\">京东</a>涨 1.31%，京东从全国调集快递小哥定向增援北京快递配送。理想跌 0.29%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌 1.71%，或将推出百万级豪车。小鹏跌 1.16%。滴滴跌 7.6%，<a href=\"https://laohu8.com/S/HTHT\">华住</a>跌 0.64%，富途涨 2.15%，B站涨 2.08%，据联交所，12月14日，公司根据2018年股份激励计划向140名承授人授出合共196.74万份限制性股份单位。<a href=\"https://laohu8.com/S/LUCKIN\">瑞幸咖啡</a>涨 0.81%，<a href=\"https://laohu8.com/S/MNSO\">名创优品</a>涨 0.53%。</p><p>大型科技股多数收跌。<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌 1.55%，传苹果准备在其iPhone和iPad上引入外部应用程序商店，允许用户从第三方应用商店下载APP，目的是满足欧盟2024年的严格要求。<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨 0.12%，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>跌 0.56%，旗下自动驾驶公司Waymo已向加州公用事业委员会（CPUC）申请提供全自动驾驶出租车服务所需的最后一个许可。<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌 0.98%，纳斯达克完成美国首个期权市场向亚马逊云科技迁移。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌 2.58%，特斯拉Model S和Model X正式上线Steam游戏平台。Meta涨 1.2%，欧盟委员会表示，美国的隐私保护措施是“适当的”，欧盟在拜登命令之后允许推特和Facebook等社交媒体/科技公司的用户数据继续输送到美国。</p><p><a href=\"https://laohu8.com/S/PFE\">辉瑞</a>涨2.66%，与美国政府达成近20亿美元协议，美国政府将额外购买370万个疗程的新冠口服药物Paxlovid，计划将在2023年初交付；知情人士表示，新冠药物Paxlovid网售为不实消息，该药物为仅在医院内售卖的处方药，国内售价仍为2300元每盒，不存在加价售卖问题。<a href=\"https://laohu8.com/S/DAL\">达美航空</a>涨2.79%，预计2022年营收为455亿-456亿美元，2023年调整后EPS为5-6美元；并重申2024年EPS超过7美元的财务目标。</p><p>03 每日焦点</p><p>1.中金：通胀数据支持美联储放缓加息，但不支持其很快转向宽松</p><p>12月14日消息，中金研报认为，一方面，对利率更为敏感的二手车及与房地产相关的商品和服务价格“驶向”下行通道，说明前期货币政策紧缩的成效已逐渐显现。但另一方面，美联储官员更为担心的“工资-通胀”螺旋风险仍难言平息，过去两个月的通胀报告中，不包括能源和房租的服务价格并未出现确定性回落趋势，“抗通胀”的工作还难言胜利。此外，过去一个月美股反弹，金融条件转向宽松，有利于居民部门净资产增加，不排除美国经济在通胀回落下，未来需求有所反弹，从而再度推高通胀的可能。在此背景下，美联储未来或不会再大幅加息，但也不具备讨论降息的条件。</p><p>2.IEA：随着俄罗斯出口下滑，明年油价可能会上涨</p><p>12月14日消息，IEA表示，随着西方的制裁措施挤压俄罗斯的石油供应以及市场需求超出此前预期，明年油价可能会上涨。IEA月报显示，预计俄罗斯的石油产量将在明年第一季度末暴跌14%。如果这一预测属实，它可能会扭转石油期货的近期趋势。IEA方面称，尽管油价下跌对面临通胀飙升的消费者来说是一个可喜的消息，但对俄罗斯原油和产品供应实施禁运的全面影响仍有待观察。随着市场度过冬季，预计明年第二季度石油收支将趋于紧缩，且不排除价格再次上涨的可能性。</p><p>3.德勤预计香港明年新股上市集资额增至2300亿港元</p><p>《香港经济日报》12月14日消息，虽然香港下半年新股数目回暖，但德勤中国料全年新股集资额仍按年下跌7成，达到1020亿港元，创10年低位，上市宗数跌15%至82宗，排名升至第四位。不过德勤中国预计，受惠防疫政策调整，加息步伐放缓及FINI，明年集资额可达2300亿港元，IPO上市宗数增至110只。</p><p>4.广州动工建设12英寸晶圆制造量产线</p><p>12月14日消息，广州市2022年第四季度重大项目开工暨增芯项目动工活动14日在广州市增城区举办。据了解，增芯项目计划投资70亿元，将建设月加工2万片12英寸的晶圆制造量产线。增芯项目位于广州增城经济技术开发区。根据计划，项目于今年12月开工，2024年上半年通线，2025年年底满产。目前已完成设备选型、技术产品导入以及人才引进等工作。</p><p>5.<a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>得克萨斯州芯片厂税收激励申请已获批</p><p>12月14日消息，据报道，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>电子去年11月份宣布在得克萨斯州泰勒的半导体工厂，计划在2024年下半年投入运营，最新的报道称，三星电子在泰勒建厂的税收激励申请，已经获得批准，三星方面将因此获得48亿美元的税收激励。另外，三星电子已开始订购这一工厂洁净室所需的设备，部分在明年1月份就将开始交付。</p><p>04 今日前瞻</p><p>今日重点关注的财经数据</p><p>（1）21:15 欧洲央行公布利率决议</p><p>（2）21:30 美国至12月10日当周初请失业金人数</p><p>（3）21:30 美国11月零售销售月率</p><p>（4）21:45 欧洲央行行长拉加德召开新闻发布会</p><p><img src=\"https://img3.gelonghui.com/7d7dd-c2a83738-1c59-4253-a52b-8a6e6b6862fe.png\"/></p></body></html>","source":"gelonghui_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>隔夜美股全复盘(12.15)| 靴子落地！美联储如期加息50bp，鲍威尔表示，确信通胀持续下降之前不考虑降息，美股止步两连涨，特斯拉再创两年新低，热门中概跑赢大盘</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; 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.h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n隔夜美股全复盘(12.15)| 靴子落地！美联储如期加息50bp，鲍威尔表示，确信通胀持续下降之前不考虑降息，美股止步两连涨，特斯拉再创两年新低，热门中概跑赢大盘\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-15 07:26 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/568821><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>01 大盘昨夜美股三大股指在美联储公布利率决议后，尾盘维持跌势，止步两连涨，科技股领跌。截至收盘，道指跌 0.42%，纳指跌 0.76%，标普跌 0.61%。美国十年国债收益率跌 0.742%，收报3.479%，相较两年期国债收益率差-74个基点。恐慌指数VIX跌 6.25%，布伦特原油收涨 2.98%，现货黄金收跌 0.18%，报1807.52美元/盎司。美元指数持续回落，收报103.59。俄乌...</p>\n\n<a href=\"https://www.gelonghui.com/p/568821\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img7.gelonghui.com/column/2/140.png","relate_stocks":{"513500":"标普500ETF","BK4509":"腾讯概念","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","DOG":"道指反向ETF","QNETCN":"纳斯达克中美互联网老虎指数","BK4527":"明星科技股","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4526":"热门中概股","SG9999002463.SGD":"LionGlobal China Growth SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","SG9999002232.USD":"Allianz Global High Payout 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Technology A2 SGD-H","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4585":"ETF&股票定投概念","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","SG9999001176.SGD":"UOB UNITED GLOBAL HEALTHCARE \"SGD\" (ACC)","LU0238689110.USD":"贝莱德环球动力股票基金"},"source_url":"https://www.gelonghui.com/p/568821","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2291809280","content_text":"01 大盘昨夜美股三大股指在美联储公布利率决议后，尾盘维持跌势，止步两连涨，科技股领跌。截至收盘，道指跌 0.42%，纳指跌 0.76%，标普跌 0.61%。美国十年国债收益率跌 0.742%，收报3.479%，相较两年期国债收益率差-74个基点。恐慌指数VIX跌 6.25%，布伦特原油收涨 2.98%，现货黄金收跌 0.18%，报1807.52美元/盎司。美元指数持续回落，收报103.59。俄乌冲突方面，克里姆林宫表示，未收到任何关于乌克兰在圣诞节以及新年停火的提议。乌克兰总统泽连斯基召开最高统帅部会议，会议听取了前线局势的汇报，并特别关注了边境安全保障问题。此外，会议还就加强防空和反导弹防御、保护能源基础设施等问题进行了讨论。美国驻北约大使朱莉安娜·史密斯13日承认，由于向乌克兰输送了大量武器，几乎所有北约国家都面临着武器和弹药库的枯竭。英国11月CPI月率录得0.4%，为2022年1月以来最小增幅。11月零售物价指数月率录得0.5%，为2022年1月以来最小增幅。市场预期周四欧洲央行和英国央行均将加息步伐放缓至50个基点。据美联储FOMC声明及主席鲍威尔发布会：一致同意加息50个基点至4.25%-4.5%区间，利率水平为2007年以来新高，符合市场预期，今年累计加息425个基点；持续加息可能是适当的。下次会议加息幅度取决于数据和就业市场；政策正接近充分限制性；确信通胀持续下降之前，不考虑降息。下调明后两年GDP增速预期，明年仅增长0.5%；经济软着陆仍有可能，没有评估接受衰退的接受程度。全线上调未来通胀预测，风险趋向上行；置评近期数据录得可喜的下降，但需要更多证据。全线上调未来利率水平，多数官员预计2023年底利率将在5%至5.5%之间，2023年的利率（5.1%）预测将代表利率峰值。截至发稿，市场定价明年5月达到4.87%的终端利率，2月加息25BP概率在60%一线，明年有50BP的降息空间。 美股在鲍威尔讲话之际收复失地，在讲话结束后重拾跌势；美债收益率整体下行约10BP；从结果看，外汇市场不温不火。02 行业&个股行业板块方面，除医疗收涨0.16%外，标普其他10大板块悉数收跌：日常消费、公用事业、工业、能源、高科技、和房地产均收跌1%以内，原料、金融、通讯、半导体分别收跌1.07%、1.25%、1.3%和1.5%。概念板块方面，航空ETF跌0.06%，旅行服务板块跌0.51%，高端酒店万豪跌2.32%，爱彼迎涨0.63%，挪威邮轮涨0.33%。太阳能板块涨2.63%。金融科技板块方面，PayPal收跌1.45%，巴菲特概念股NU跌1.55%。网络安全板块跌0.43%，SQ收涨0.31%。中概股涨跌不一，KWEB涨0.29%。台积电跌 0.61%，。阿里跌0.55%，淘宝天猫联合网商银行，从2022年12月至2023年2月，对符合条件的商家给予百亿规模的信用贷临时额度支持；前阿里副总裁离开金地物业，供职仅一年。拼多多涨 1.43%，京东涨 1.31%，京东从全国调集快递小哥定向增援北京快递配送。理想跌 0.29%，蔚来跌 1.71%，或将推出百万级豪车。小鹏跌 1.16%。滴滴跌 7.6%，华住跌 0.64%，富途涨 2.15%，B站涨 2.08%，据联交所，12月14日，公司根据2018年股份激励计划向140名承授人授出合共196.74万份限制性股份单位。瑞幸咖啡涨 0.81%，名创优品涨 0.53%。大型科技股多数收跌。苹果跌 1.55%，传苹果准备在其iPhone和iPad上引入外部应用程序商店，允许用户从第三方应用商店下载APP，目的是满足欧盟2024年的严格要求。微软涨 0.12%，谷歌跌 0.56%，旗下自动驾驶公司Waymo已向加州公用事业委员会（CPUC）申请提供全自动驾驶出租车服务所需的最后一个许可。亚马逊跌 0.98%，纳斯达克完成美国首个期权市场向亚马逊云科技迁移。特斯拉跌 2.58%，特斯拉Model S和Model X正式上线Steam游戏平台。Meta涨 1.2%，欧盟委员会表示，美国的隐私保护措施是“适当的”，欧盟在拜登命令之后允许推特和Facebook等社交媒体/科技公司的用户数据继续输送到美国。辉瑞涨2.66%，与美国政府达成近20亿美元协议，美国政府将额外购买370万个疗程的新冠口服药物Paxlovid，计划将在2023年初交付；知情人士表示，新冠药物Paxlovid网售为不实消息，该药物为仅在医院内售卖的处方药，国内售价仍为2300元每盒，不存在加价售卖问题。达美航空涨2.79%，预计2022年营收为455亿-456亿美元，2023年调整后EPS为5-6美元；并重申2024年EPS超过7美元的财务目标。03 每日焦点1.中金：通胀数据支持美联储放缓加息，但不支持其很快转向宽松12月14日消息，中金研报认为，一方面，对利率更为敏感的二手车及与房地产相关的商品和服务价格“驶向”下行通道，说明前期货币政策紧缩的成效已逐渐显现。但另一方面，美联储官员更为担心的“工资-通胀”螺旋风险仍难言平息，过去两个月的通胀报告中，不包括能源和房租的服务价格并未出现确定性回落趋势，“抗通胀”的工作还难言胜利。此外，过去一个月美股反弹，金融条件转向宽松，有利于居民部门净资产增加，不排除美国经济在通胀回落下，未来需求有所反弹，从而再度推高通胀的可能。在此背景下，美联储未来或不会再大幅加息，但也不具备讨论降息的条件。2.IEA：随着俄罗斯出口下滑，明年油价可能会上涨12月14日消息，IEA表示，随着西方的制裁措施挤压俄罗斯的石油供应以及市场需求超出此前预期，明年油价可能会上涨。IEA月报显示，预计俄罗斯的石油产量将在明年第一季度末暴跌14%。如果这一预测属实，它可能会扭转石油期货的近期趋势。IEA方面称，尽管油价下跌对面临通胀飙升的消费者来说是一个可喜的消息，但对俄罗斯原油和产品供应实施禁运的全面影响仍有待观察。随着市场度过冬季，预计明年第二季度石油收支将趋于紧缩，且不排除价格再次上涨的可能性。3.德勤预计香港明年新股上市集资额增至2300亿港元《香港经济日报》12月14日消息，虽然香港下半年新股数目回暖，但德勤中国料全年新股集资额仍按年下跌7成，达到1020亿港元，创10年低位，上市宗数跌15%至82宗，排名升至第四位。不过德勤中国预计，受惠防疫政策调整，加息步伐放缓及FINI，明年集资额可达2300亿港元，IPO上市宗数增至110只。4.广州动工建设12英寸晶圆制造量产线12月14日消息，广州市2022年第四季度重大项目开工暨增芯项目动工活动14日在广州市增城区举办。据了解，增芯项目计划投资70亿元，将建设月加工2万片12英寸的晶圆制造量产线。增芯项目位于广州增城经济技术开发区。根据计划，项目于今年12月开工，2024年上半年通线，2025年年底满产。目前已完成设备选型、技术产品导入以及人才引进等工作。5.三星电子得克萨斯州芯片厂税收激励申请已获批12月14日消息，据报道，三星电子去年11月份宣布在得克萨斯州泰勒的半导体工厂，计划在2024年下半年投入运营，最新的报道称，三星电子在泰勒建厂的税收激励申请，已经获得批准，三星方面将因此获得48亿美元的税收激励。另外，三星电子已开始订购这一工厂洁净室所需的设备，部分在明年1月份就将开始交付。04 今日前瞻今日重点关注的财经数据（1）21:15 欧洲央行公布利率决议（2）21:30 美国至12月10日当周初请失业金人数（3）21:30 美国11月零售销售月率（4）21:45 欧洲央行行长拉加德召开新闻发布会","news_type":1},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921793596,"gmtCreate":1671120956315,"gmtModify":1676538494749,"author":{"id":"3575983623700639","authorId":"3575983623700639","name":"DERRICK0202","avatar":"https://static.tigerbbs.com/292eb3c2a26aa7f1304b02f8c67831a3","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575983623700639","authorIdStr":"3575983623700639"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921793596","repostId":"2291053872","repostType":2,"repost":{"id":"2291053872","kind":"highlight","pubTimestamp":1671078334,"share":"https://ttm.financial/m/news/2291053872?lang=&edition=fundamental","pubTime":"2022-12-15 12:25","market":"us","language":"zh","title":"小鹏汽车“触底反弹”：坚持聚焦智能化战略 预计12月销量强势回暖","url":"https://stock-news.laohu8.com/highlight/detail?id=2291053872","media":"中国证券报","summary":"近日，小鹏汽车发布2022年第三季度财报。第三季度小鹏汽车总营收为68.2亿元，较2021年同期上升19.3%。受部分地区疫情及供应链影响，第三季度汽车总交付量为29570辆，较2021年同期的25,666辆增长15%。值得注意的是，财报发布后连续多个工作日，小鹏汽车股价累计涨幅一度高达80%。市场普遍预期小鹏汽车在三季度完成触底反弹，四季度交付数据有望强势回升。","content":"<div>\n<p>近日，小鹏汽车发布2022年第三季度财报。第三季度小鹏汽车总营收为68.2亿元，较2021年同期上升19.3%。受部分地区疫情及供应链影响，第三季度汽车总交付量为29570辆，较2021年同期的25,666辆增长15%。值得注意的是，财报发布后连续多个工作日，小鹏汽车股价累计涨幅一度高达80%。市场普遍预期小鹏汽车在三季度完成触底反弹，四季度交付数据有望强势回升。 积极信号：亏损收窄、毛利提升　　...</p>\n\n<a href=\"http://finance.eastmoney.com/news/1354,202212152588983466.html\">Web Link</a>\n\n</div>\n","source":"eastmoney_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>小鹏汽车“触底反弹”：坚持聚焦智能化战略 预计12月销量强势回暖</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小鹏汽车“触底反弹”：坚持聚焦智能化战略 预计12月销量强势回暖\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-15 12:25 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/news/1354,202212152588983466.html><strong>中国证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，小鹏汽车发布2022年第三季度财报。第三季度小鹏汽车总营收为68.2亿元，较2021年同期上升19.3%。受部分地区疫情及供应链影响，第三季度汽车总交付量为29570辆，较2021年同期的25,666辆增长15%。值得注意的是，财报发布后连续多个工作日，小鹏汽车股价累计涨幅一度高达80%。市场普遍预期小鹏汽车在三季度完成触底反弹，四季度交付数据有望强势回升。 积极信号：亏损收窄、毛利提升　　...</p>\n\n<a href=\"http://finance.eastmoney.com/news/1354,202212152588983466.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1587":"次新股","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK1539":"汽车股","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4526":"热门中概股","BK4099":"汽车制造商","09868":"小鹏汽车-W","BK1575":"同股不同权","BK1588":"回港中概股","BK1119":"汽车制造商","BK4551":"寇图资本持仓","BK4505":"高瓴资本持仓","XPEV":"小鹏汽车","BK4555":"新能源车"},"source_url":"http://finance.eastmoney.com/news/1354,202212152588983466.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291053872","content_text":"近日，小鹏汽车发布2022年第三季度财报。第三季度小鹏汽车总营收为68.2亿元，较2021年同期上升19.3%。受部分地区疫情及供应链影响，第三季度汽车总交付量为29570辆，较2021年同期的25,666辆增长15%。值得注意的是，财报发布后连续多个工作日，小鹏汽车股价累计涨幅一度高达80%。市场普遍预期小鹏汽车在三季度完成触底反弹，四季度交付数据有望强势回升。 积极信号：亏损收窄、毛利提升　　在当晚的业绩说明会上，小鹏汽车董事长、CEO何小鹏针对市场关注的多个问题做出解读。他表示，小鹏汽车的确正在经历一段充满挑战的时期，为了更好地实现长期战略目标，小鹏汽车已经进行了深入的战略复盘和组织架构调整。在新的组织架构中，何小鹏个人将大幅减少生态企业的直接参与度，同时更加聚焦于小鹏汽车的战略、产品规划和研发，推动组织的变革和升级，落实以客户价值驱动的产、研、销、服全流程，使公司整体更加聚焦和高效。 　　公开信息显示，10月21日，何小鹏发出全员邮件，宣告进行全面组织架构调整，确立了产品、战略、技术、销售、OTA五大委员会，以及E、F、H三个车型平台。何小鹏亲自担任产品和战略委员会主任，三大平台的负责人直接向他汇报。经过本轮调整，小鹏汽车更多的决策权将集中于何小鹏本人。　　何小鹏在业绩说明会上透露，公司将聚焦核心业务，在充电、国际化等业务上做减法，将大幅控制费用支出，以显著提升经营效率。　　事实上，三季报数据已经透露出较为积极的信号。三季度小鹏汽车实现毛利率环比上升2.6个百分点。同时，净亏损环比收窄12%，这反映出小鹏汽车在经营效率提升上初见成效。需要指出的是，小鹏汽车前三季度并未放缓研发投入，研发开支仍然接近40亿元，同时，电池核心原材料碳酸锂价格仍在历史高位运行，电动车成本持续上升。在此背景下，公司实现亏损收窄和毛利率提升，背后的含金量十足。　　可以看到，尽管面临困境和挑战，何小鹏仍然保持了足够的理性和清醒。他评价说，“去年我们好的时候没有那么强，今年遇到挑战的时候也没有那么坏。” 触底反弹：G9的口碑、长期战略的优势　　何小鹏表示，未来几个季度，公司将加快提升销量和产品平均售价，同时通过车型的平台化和模块化，实现在产品研发的效率、成本的控制和供应链管理上的提升。他特别提到，随着旗舰SUV车型G9的规模交付，G9续航扎实和充电速度的口碑赢得了市场认可。小鹏汽车有信心G9将成为30万以上纯电SUV市场的前三名，并且在明年随着口碑的积累进一步缩小与第一名之间的差距。明年一季度起，小鹏汽车还将陆续推出三款新产品。 　　尽管在10月面临了近期交付量的低谷，但何小鹏表示，短期的交付波动并不会影响小鹏汽车的长期战略。他坚信，真正的智能汽车时代将从2023年下半年开始并逐步扩大，而小鹏汽车在量产自动驾驶技术上的领先优势将进一步帮助公司提升市场份额。目前，小鹏汽车正在加速开发下一代全场景智能辅助驾驶产品XNGP，计划在2023年三季度推出主要功能，并至少能支持数十个城市。随着技术进步和供应链成熟，XNGP的硬件成本有望持续下降，帮助推动XNGP在全国用户范围内的加速普及。　　市场无需过度担心，小鹏汽车的家底仍然殷实。据财报披露，截至第三季度，小鹏汽车在手现金超过400亿元人民币。管理层表示，接下来几个季度里公司将进一步着力加强成本管控，提升运营效率。此外，得益于前期产能的布局，小鹏汽车资本开支的需求在接下来的几年将会比今年有较大幅度的下降。随着接下来产品销量的提升，公司的现金流情况还会有大幅的改善。　　在对第四季度销售数据的展望上，管理层给出了乐观预测。预计第四季度小鹏汽车总交付数量约为20000-21000辆，收入预计约为48亿元-51亿元。已知11月小鹏汽车交付量为5800台左右，这意味着今年12月小鹏汽车交付水平将有望大幅上升，重回万台阵营。　　何小鹏表示，将会在未来几个季度里加快内部组织变革和管理提升的步伐，有信心实现中长期在智能汽车行业位居第一阵营的目标。（文章来源：中国证券报）","news_type":1},"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970143486,"gmtCreate":1684206271946,"gmtModify":1684206275178,"author":{"id":"3575983623700639","authorId":"3575983623700639","name":"DERRICK0202","avatar":"https://static.tigerbbs.com/292eb3c2a26aa7f1304b02f8c67831a3","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575983623700639","authorIdStr":"3575983623700639"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970143486","repostId":"9970196477","repostType":1,"repost":{"id":9970196477,"gmtCreate":1684122545101,"gmtModify":1684123166487,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102123614530830","authorIdStr":"4102123614530830"},"themes":[],"title":"How I would trade on Sea (SE) Earnings Report (16 May 23 Pre-market)","htmlText":"Please find and follow my YT channel (nerdbull1669) for Daily SG and US Stock Watchlist. Do follow me as I share quality stock pick for Daily Watchlist. <a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a> will be releasing their earnings report on 16 May 23 pre-market. There has been a recent good surge of 6% in their stock prices as their CEO declaring 5% raises after Singapore firm turns a profit. This send a strong signal to investors that the e-commerce and gaming business has turned the corner after years of bleeding losses. The CEO said that Sea has reached “self-sufficiency” as its cash balance is now increasing rather than shrinking every quarter, a goal it achieved months ahead of a target set last year. Sea reported its first-ever quarterly (Q4 2022) net profit in March, about","listText":"Please find and follow my YT channel (nerdbull1669) for Daily SG and US Stock Watchlist. Do follow me as I share quality stock pick for Daily Watchlist. <a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a> will be releasing their earnings report on 16 May 23 pre-market. There has been a recent good surge of 6% in their stock prices as their CEO declaring 5% raises after Singapore firm turns a profit. This send a strong signal to investors that the e-commerce and gaming business has turned the corner after years of bleeding losses. The CEO said that Sea has reached “self-sufficiency” as its cash balance is now increasing rather than shrinking every quarter, a goal it achieved months ahead of a target set last year. Sea reported its first-ever quarterly (Q4 2022) net profit in March, about","text":"Please find and follow my YT channel (nerdbull1669) for Daily SG and US Stock Watchlist. Do follow me as I share quality stock pick for Daily Watchlist. $Sea Ltd(SE)$ will be releasing their earnings report on 16 May 23 pre-market. There has been a recent good surge of 6% in their stock prices as their CEO declaring 5% raises after Singapore firm turns a profit. This send a strong signal to investors that the e-commerce and gaming business has turned the corner after years of bleeding losses. The CEO said that Sea has reached “self-sufficiency” as its cash balance is now increasing rather than shrinking every quarter, a goal it achieved months ahead of a target set last year. Sea reported its first-ever quarterly (Q4 2022) net profit in March, about","images":[{"img":"https://community-static.tradeup.com/news/1915f5a1063bac0c23f2ce7ec9ca50df","width":"895","height":"279"},{"img":"https://community-static.tradeup.com/news/20cfd49195c94cd359b545e9c69cd324","width":"924","height":"869"},{"img":"https://community-static.tradeup.com/news/16e8b51980c279c806920c06c2b2a6c4","width":"1200","height":"307"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970196477","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970143562,"gmtCreate":1684206173457,"gmtModify":1684206176930,"author":{"id":"3575983623700639","authorId":"3575983623700639","name":"DERRICK0202","avatar":"https://static.tigerbbs.com/292eb3c2a26aa7f1304b02f8c67831a3","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575983623700639","authorIdStr":"3575983623700639"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970143562","repostId":"9970198633","repostType":1,"repost":{"id":9970198633,"gmtCreate":1684120938922,"gmtModify":1684121313981,"author":{"id":"3527667673047996","authorId":"3527667673047996","name":"SGX_Stars","avatar":"https://community-static.tradeup.com/news/e25c0d30145226f3d840902eeabbadbb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667673047996","authorIdStr":"3527667673047996"},"themes":[],"title":"CapitaLand Reits average 39% gearing with operational growth","htmlText":"Capitaland Investment (CLI), one of Singapore’s largest global real estate investment managers, oversees S$133 billion in real estate asset under management (RE AUM) and S$89 billion in fund under management (FUM) as of Mar 31, 2023. CLI’s fund management business includes 36 private funds and six listed real estate investment trusts (Reits) and business trusts, of which five are listed in Singapore.CapitaLand Investment’s (CLI) Singapore-listed Reits and business trusts1. <a href=\"https://ttm.financial/S/A17U.SI\">$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$</a> Aside from CapitaLand Ascendas Reit (CLAR) <a href=\"https://ttm.financial/S/A17U.SI\">$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$</a> which did not disclose financial results in a first-quarter 2023 business update, CLI noted that severa","listText":"Capitaland Investment (CLI), one of Singapore’s largest global real estate investment managers, oversees S$133 billion in real estate asset under management (RE AUM) and S$89 billion in fund under management (FUM) as of Mar 31, 2023. CLI’s fund management business includes 36 private funds and six listed real estate investment trusts (Reits) and business trusts, of which five are listed in Singapore.CapitaLand Investment’s (CLI) Singapore-listed Reits and business trusts1. <a href=\"https://ttm.financial/S/A17U.SI\">$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$</a> Aside from CapitaLand Ascendas Reit (CLAR) <a href=\"https://ttm.financial/S/A17U.SI\">$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$</a> which did not disclose financial results in a first-quarter 2023 business update, CLI noted that severa","text":"Capitaland Investment (CLI), one of Singapore’s largest global real estate investment managers, oversees S$133 billion in real estate asset under management (RE AUM) and S$89 billion in fund under management (FUM) as of Mar 31, 2023. CLI’s fund management business includes 36 private funds and six listed real estate investment trusts (Reits) and business trusts, of which five are listed in Singapore.CapitaLand Investment’s (CLI) Singapore-listed Reits and business trusts1. $ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$ Aside from CapitaLand Ascendas Reit (CLAR) $ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$ which did not disclose financial results in a first-quarter 2023 business update, CLI noted that severa","images":[{"img":"https://community-static.tradeup.com/news/faa0c5700e9e63114376c245fb1acbde","width":"560","height":"240"},{"img":"https://community-static.tradeup.com/news/4ae013416a0240fd97c1ddf6cdda7be4","width":"560","height":"240"},{"img":"https://community-static.tradeup.com/news/e639f8b1bf4acbfac7f3e8a0f303c243","width":"935","height":"718"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970198633","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970143669,"gmtCreate":1684206111351,"gmtModify":1684206113737,"author":{"id":"3575983623700639","authorId":"3575983623700639","name":"DERRICK0202","avatar":"https://static.tigerbbs.com/292eb3c2a26aa7f1304b02f8c67831a3","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575983623700639","authorIdStr":"3575983623700639"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970143669","repostId":"9970340865","repostType":1,"repost":{"id":9970340865,"gmtCreate":1684029891258,"gmtModify":1684035974046,"author":{"id":"4105602698459250","authorId":"4105602698459250","name":"Just Do It","avatar":"https://community-static.tradeup.com/news/0065856d6ff52bb9d60767d0a25af22c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4105602698459250","authorIdStr":"4105602698459250"},"themes":[],"title":"My valuation analysis on Airbnb","htmlText":"Happy Sunday 🐯&nbsp; A few days ago, Airbnb reported its earnings, and it plunged by 12% after the earnings. So let's take a look at the company's financial report. ABNB Q1 Results + Guidance: First of all, airbnb's revenue and EPS in Q1 this year both performed quite well, with revenue of $182 million, up 20% year-over-year and exceeding expectations of $1.79 billion. They even made their first GAAP profit in Q1, which was $117 million. We will talk more about this later. All in all, the most basic financial data exceeded expectations. And these exceeded expectations are quite normal, most of the company's Q1 are quite good, other hotel travel network's financial reports are also okay. However, Airbnb's earnings report still has a flaw, that is, their bookings were 121 million, up 19% yea","listText":"Happy Sunday 🐯&nbsp; A few days ago, Airbnb reported its earnings, and it plunged by 12% after the earnings. So let's take a look at the company's financial report. ABNB Q1 Results + Guidance: First of all, airbnb's revenue and EPS in Q1 this year both performed quite well, with revenue of $182 million, up 20% year-over-year and exceeding expectations of $1.79 billion. They even made their first GAAP profit in Q1, which was $117 million. We will talk more about this later. All in all, the most basic financial data exceeded expectations. And these exceeded expectations are quite normal, most of the company's Q1 are quite good, other hotel travel network's financial reports are also okay. However, Airbnb's earnings report still has a flaw, that is, their bookings were 121 million, up 19% yea","text":"Happy Sunday 🐯 A few days ago, Airbnb reported its earnings, and it plunged by 12% after the earnings. So let's take a look at the company's financial report. ABNB Q1 Results + Guidance: First of all, airbnb's revenue and EPS in Q1 this year both performed quite well, with revenue of $182 million, up 20% year-over-year and exceeding expectations of $1.79 billion. They even made their first GAAP profit in Q1, which was $117 million. We will talk more about this later. All in all, the most basic financial data exceeded expectations. And these exceeded expectations are quite normal, most of the company's Q1 are quite good, other hotel travel network's financial reports are also okay. However, Airbnb's earnings report still has a flaw, that is, their bookings were 121 million, up 19% yea","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970340865","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947859990,"gmtCreate":1682954021610,"gmtModify":1682954025177,"author":{"id":"3575983623700639","authorId":"3575983623700639","name":"DERRICK0202","avatar":"https://static.tigerbbs.com/292eb3c2a26aa7f1304b02f8c67831a3","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575983623700639","authorIdStr":"3575983623700639"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947859990","repostId":"1192622861","repostType":2,"repost":{"id":"1192622861","kind":"news","pubTimestamp":1682695120,"share":"https://ttm.financial/m/news/1192622861?lang=&edition=fundamental","pubTime":"2023-04-28 23:18","market":"us","language":"en","title":"Got $1,000? 5 Buffett Stocks to Buy and Hold Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=1192622861","media":"Motley Fool","summary":"KEY POINTSBuffett is best known as a value investor, but Berkshire's portfolio also houses promising","content":"<html><head></head><body><h2 style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>Buffett is best known as a value investor, but Berkshire&#39;s portfolio also houses promising growth stocks.</p></li><li><p>Growth-oriented investors may be able to score wins by taking inspiration from Berkshire&#39;s tech and fintech holdings.</p></li></ul><p>These Buffett-backed tech stocks could deliver market-crushing performances through the next decade and beyond.</p><p><strong>Berkshire Hathaway</strong>&#39;s track record of success in the investing world is virtually unparalleled. Since CEO Warren Buffett purchased a controlling stake in the company and became its leader in 1965, the investment conglomerate&#39;s share price has risen more than 2,768,000%. That means that if you owned and held a $1,000 equity position when the Oracle of Omaha bought the company, it would now be worth roughly $27.7 million.</p><p>Berkshire&#39;s current size and risk-averse approach to investing mean it&#39;s unlikely that the investment conglomerate will manage to match that outsized performance going forward for new investors with $1,000 available to put toward stock purchases. Still, Berkshire continues to grow at a healthy rate and it does happen to own shares in some forward-looking technology companies that could deliver big returns for long-term investors.</p><p>If you&#39;ve got $1,000 available that you don&#39;t need to pay bills, bolster an emergency fund, or reduce short-term debts, you might want to put it toward the purchase of some Berkshire-backed stocks that actually could take your portfolio to the next level. Read on for a look at five Berkshire holdings that have the potential to crush the market. </p><h2 style=\"text-align: start;\">1. <a href=\"https://laohu8.com/S/AAPL\">Apple</a></h2><p style=\"text-align: start;\">If you want to know what Buffett&#39;s favorite stock is, you don&#39;t have to read tea leaves or check horoscopes and planetary alignments. Berkshire&#39;s quarterly 13F portfolio disclosure filings show the obvious answer. <strong>Apple</strong> stock is the investment conglomerate&#39;s largest holding, by far, and accounts for nearly 44% of its total stock holdings.</p><p style=\"text-align: start;\">Speaking on the company&#39;s incredible brand strength and customer loyalty, Buffett recently said, &#34;If you&#39;re an Apple user and somebody offers you $10,000, but the only proviso is they&#39;ll take away your iPhone and you&#39;ll never be able to buy another, you&#39;re not going to take it.&#34; Apple&#39;s dominance in the mobile hardware space has made it one of the world&#39;s most profitable companies, and it doesn&#39;t look like the tech titan is in any danger of losing its industry-leading position anytime soon. </p><p>While Apple&#39;s strengths have helped it hold up better than most other tech stocks, shares are still down roughly 9% from their high. Thanks to the company&#39;s mobile empire, an impressive software and services ecosystem, and untapped growth opportunities in categories including augmented reality and smart cars, the tech leader has clear avenues to continue beating the market. </p><h2 style=\"text-align: start;\">2. <a href=\"https://laohu8.com/S/AMZN\">Amazon</a></h2><p style=\"text-align: start;\"><strong>Amazon</strong> <strong>(AMZN)</strong> spearheaded the growth of the e-commerce and cloud infrastructure services, and there&#39;s a very good chance that it will continue to be one of this century&#39;s strongest and most influential companies. While the tech giant&#39;s core e-commerce and cloud businesses have faced some macroeconomic headwinds over the last year, Amazon retains leadership positions in both categories, and these two business pillars still look poised for big growth over the long term. </p><p style=\"text-align: start;\">Beyond e-commerce and cloud infrastructure services, Amazon also has massive growth opportunities in other categories. The company has already used advantages created by its online retail platform and data expertise to build the U.S.&#39;s third-largest digital advertising business, and it has plenty of untapped expansion potential in the ads market. Amazon&#39;s recently announced Bedrock artificial intelligence (AI) service for building and scaling applications could also be a game changer, and it&#39;s likely that AI technologies will spur a wide range of improvements across various aspects of the overall business. </p><p>With its incredible breadth of competitive advantages and vast long-term growth potential still ahead, Amazon looks like a smart buy for long-term investors. </p><h2 style=\"text-align: start;\">3. <a href=\"https://laohu8.com/S/STNE\">StoneCo</a></h2><p style=\"text-align: start;\"><strong>StoneCo</strong> <strong>(STNE)</strong> is a Brazil-based fintech company that provides small and medium-sized businesses (SMBs) with payment processing services. It&#39;s also been a provider of loans for SMBs, but this part of the business has struggled due to challenges related to the coronavirus pandemic and a reliance on data that proved to be insufficient for assessing whether businesses were creditworthy.</p><p style=\"text-align: start;\">StoneCo still carries roughly $79 million in bad debt in its loan portfolio, but the company still managed to grow sales by roughly 99% last year, and non-GAAP (adjusted) net income soared 520% in the period. Yet, despite the business growing at an impressive clip and being on track to cover the remaining debt in its portfolio, the company&#39;s share price remains down roughly 87.5% from its high.</p><p>With the business growing rapidly, StoneCo looks cheaply valued trading at roughly 19 times this year&#39;s expected earnings and 1.6 times expected sales. </p><h2 style=\"text-align: start;\">4. <a href=\"https://laohu8.com/S/NU\">Nu</a></h2><p style=\"text-align: start;\">Like StoneCo, <strong>Nu</strong> <strong>(NU)</strong> is a fintech company based in Brazil. The company provides digital banking services and also operates in Mexico and Columbia, and it&#39;s been growing at a rapid pace.</p><p style=\"text-align: start;\">The company closed out last year with 74.6 million total customers, up 38.6% year over year, and sales and earnings have soared thanks to new customer additions and higher levels of engagement from those already using its services. Nu&#39;s sales surged 128% year over year in the fourth quarter, and net income surged to $113.8 million from $3.2 million in the prior-year period.  </p><p>Due to macroeconomic pressures, the company&#39;s share price trades down roughly 58.5% from its high, and investors have an opportunity to buy the stock at levels that leave room for big upside. Nu is on track to benefit from exploding demand for digital banking services in Latin America, and it could deliver market-crushing returns for long-term shareholders. </p><h2 style=\"text-align: start;\">5. <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a></h2><p style=\"text-align: start;\"><strong>Snowflake</strong> <strong>(SNOW)</strong> is a leading provider of data warehousing and analytics tools. The company&#39;s Data Cloud platform makes it possible for businesses to combine and analyze information that comes from distinct cloud infrastructure services. </p><p style=\"text-align: start;\">According to a survey conducted by S&amp;P Global Intelligence, 98% of enterprise respondents said they either intended to use or were already using cloud infrastructure services from two different providers. Some 31% of respondents in the survey were already using four or more cloud infrastructure providers. The business world is already heavily dependent on multi-cloud setups, and Snowflake is positioned to play a key role in fostering the evolution of analytics, machine learning, artificial intelligence, and a wide range of other technologies and services. </p><p style=\"text-align: start;\">Trading down 65% from its high, this Berkshire portfolio component looks like a worthwhile buy for growth-oriented investors.</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>Got $1,000? 5 Buffett Stocks to Buy and Hold Forever</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\">\nGot $1,000? 5 Buffett Stocks to Buy and Hold Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-28 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/27/got-1000-5-buffett-stocks-to-buy-and-hold-forever/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSBuffett is best known as a value investor, but Berkshire's portfolio also houses promising growth stocks.Growth-oriented investors may be able to score wins by taking inspiration from ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/27/got-1000-5-buffett-stocks-to-buy-and-hold-forever/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","NU":"Nu Holdings Ltd.","STNE":"StoneCo","AAPL":"苹果","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2023/04/27/got-1000-5-buffett-stocks-to-buy-and-hold-forever/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192622861","content_text":"KEY POINTSBuffett is best known as a value investor, but Berkshire's portfolio also houses promising growth stocks.Growth-oriented investors may be able to score wins by taking inspiration from Berkshire's tech and fintech holdings.These Buffett-backed tech stocks could deliver market-crushing performances through the next decade and beyond.Berkshire Hathaway's track record of success in the investing world is virtually unparalleled. Since CEO Warren Buffett purchased a controlling stake in the company and became its leader in 1965, the investment conglomerate's share price has risen more than 2,768,000%. That means that if you owned and held a $1,000 equity position when the Oracle of Omaha bought the company, it would now be worth roughly $27.7 million.Berkshire's current size and risk-averse approach to investing mean it's unlikely that the investment conglomerate will manage to match that outsized performance going forward for new investors with $1,000 available to put toward stock purchases. Still, Berkshire continues to grow at a healthy rate and it does happen to own shares in some forward-looking technology companies that could deliver big returns for long-term investors.If you've got $1,000 available that you don't need to pay bills, bolster an emergency fund, or reduce short-term debts, you might want to put it toward the purchase of some Berkshire-backed stocks that actually could take your portfolio to the next level. Read on for a look at five Berkshire holdings that have the potential to crush the market. 1. AppleIf you want to know what Buffett's favorite stock is, you don't have to read tea leaves or check horoscopes and planetary alignments. Berkshire's quarterly 13F portfolio disclosure filings show the obvious answer. Apple stock is the investment conglomerate's largest holding, by far, and accounts for nearly 44% of its total stock holdings.Speaking on the company's incredible brand strength and customer loyalty, Buffett recently said, \"If you're an Apple user and somebody offers you $10,000, but the only proviso is they'll take away your iPhone and you'll never be able to buy another, you're not going to take it.\" Apple's dominance in the mobile hardware space has made it one of the world's most profitable companies, and it doesn't look like the tech titan is in any danger of losing its industry-leading position anytime soon. While Apple's strengths have helped it hold up better than most other tech stocks, shares are still down roughly 9% from their high. Thanks to the company's mobile empire, an impressive software and services ecosystem, and untapped growth opportunities in categories including augmented reality and smart cars, the tech leader has clear avenues to continue beating the market. 2. AmazonAmazon (AMZN) spearheaded the growth of the e-commerce and cloud infrastructure services, and there's a very good chance that it will continue to be one of this century's strongest and most influential companies. While the tech giant's core e-commerce and cloud businesses have faced some macroeconomic headwinds over the last year, Amazon retains leadership positions in both categories, and these two business pillars still look poised for big growth over the long term. Beyond e-commerce and cloud infrastructure services, Amazon also has massive growth opportunities in other categories. The company has already used advantages created by its online retail platform and data expertise to build the U.S.'s third-largest digital advertising business, and it has plenty of untapped expansion potential in the ads market. Amazon's recently announced Bedrock artificial intelligence (AI) service for building and scaling applications could also be a game changer, and it's likely that AI technologies will spur a wide range of improvements across various aspects of the overall business. With its incredible breadth of competitive advantages and vast long-term growth potential still ahead, Amazon looks like a smart buy for long-term investors. 3. StoneCoStoneCo (STNE) is a Brazil-based fintech company that provides small and medium-sized businesses (SMBs) with payment processing services. It's also been a provider of loans for SMBs, but this part of the business has struggled due to challenges related to the coronavirus pandemic and a reliance on data that proved to be insufficient for assessing whether businesses were creditworthy.StoneCo still carries roughly $79 million in bad debt in its loan portfolio, but the company still managed to grow sales by roughly 99% last year, and non-GAAP (adjusted) net income soared 520% in the period. Yet, despite the business growing at an impressive clip and being on track to cover the remaining debt in its portfolio, the company's share price remains down roughly 87.5% from its high.With the business growing rapidly, StoneCo looks cheaply valued trading at roughly 19 times this year's expected earnings and 1.6 times expected sales. 4. NuLike StoneCo, Nu (NU) is a fintech company based in Brazil. The company provides digital banking services and also operates in Mexico and Columbia, and it's been growing at a rapid pace.The company closed out last year with 74.6 million total customers, up 38.6% year over year, and sales and earnings have soared thanks to new customer additions and higher levels of engagement from those already using its services. Nu's sales surged 128% year over year in the fourth quarter, and net income surged to $113.8 million from $3.2 million in the prior-year period.  Due to macroeconomic pressures, the company's share price trades down roughly 58.5% from its high, and investors have an opportunity to buy the stock at levels that leave room for big upside. Nu is on track to benefit from exploding demand for digital banking services in Latin America, and it could deliver market-crushing returns for long-term shareholders. 5. SnowflakeSnowflake (SNOW) is a leading provider of data warehousing and analytics tools. The company's Data Cloud platform makes it possible for businesses to combine and analyze information that comes from distinct cloud infrastructure services. According to a survey conducted by S&P Global Intelligence, 98% of enterprise respondents said they either intended to use or were already using cloud infrastructure services from two different providers. Some 31% of respondents in the survey were already using four or more cloud infrastructure providers. The business world is already heavily dependent on multi-cloud setups, and Snowflake is positioned to play a key role in fostering the evolution of analytics, machine learning, artificial intelligence, and a wide range of other technologies and services. Trading down 65% from its high, this Berkshire portfolio component looks like a worthwhile buy for growth-oriented investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947850458,"gmtCreate":1682953782174,"gmtModify":1682953786101,"author":{"id":"3575983623700639","authorId":"3575983623700639","name":"DERRICK0202","avatar":"https://static.tigerbbs.com/292eb3c2a26aa7f1304b02f8c67831a3","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575983623700639","authorIdStr":"3575983623700639"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947850458","repostId":"9947882502","repostType":1,"repost":{"id":9947882502,"gmtCreate":1682918394807,"gmtModify":1682922160491,"author":{"id":"10000000000010714","authorId":"10000000000010714","name":"HueFin News","avatar":"https://community-static.tradeup.com/news/525ab01de57ae269d24770433c37e0ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010714","authorIdStr":"10000000000010714"},"themes":[],"htmlText":"\n \n \n  Take Action Now!!! Palantir Stock Earnings Price Forecast - PLTR Stock Analysis\n \n","listText":"Take Action Now!!! Palantir Stock Earnings Price Forecast - PLTR Stock Analysis","text":"Take Action Now!!! Palantir Stock Earnings Price Forecast - PLTR Stock Analysis","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947882502","isVote":1,"tweetType":2,"object":{"id":"3ac9ed38b2bc41279348ef495f5c8185","tweetId":"9947882502","title":"Take Action Now!!! Palantir Stock Earnings Price Forecast - PLTR Stock Analysis","videoUrl":"http://v.tigerbbs.com/1682918387920e2147de88b53a0daff67e90ea46ecf5a.mp4","poster":"https://static.tigerbbs.com/ef1cfe2291dfc3fe0e8dad7345f5fd3e","shareLink":"http://v.tigerbbs.com/1682918387920e2147de88b53a0daff67e90ea46ecf5a.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947850239,"gmtCreate":1682953707322,"gmtModify":1682953711243,"author":{"id":"3575983623700639","authorId":"3575983623700639","name":"DERRICK0202","avatar":"https://static.tigerbbs.com/292eb3c2a26aa7f1304b02f8c67831a3","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575983623700639","authorIdStr":"3575983623700639"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947850239","repostId":"9947884997","repostType":1,"repost":{"id":9947884997,"gmtCreate":1682922581919,"gmtModify":1682923112776,"author":{"id":"9000000000000439","authorId":"9000000000000439","name":"TigerObserver","avatar":"https://static.tigerbbs.com/2f3a05d038882153678ee817929431fc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000439","authorIdStr":"9000000000000439"},"themes":[],"title":"Weekly: Fed Decisions; Apple Earnings; FRC to highlight the Week","htmlText":"US MARKET RECAPLast week, all the major index close in green with a deep V-shaped pattern. The blue-chip index, Dow added 0.86%, while the S&amp;P 500 rose 0.87%. The Nasdaq advanced 1.28% as Big Tech earnings took center stage.For April, the Dow gained 2.48% to notch its best monthly stretch since January, while the benchmark index gained 1.46%. The tech-heavy index posted marginal gains.Earnings reports from major tech companies dominated much of last week’s market debate, fueling the narrative that earnings are faring better-than-feared, despite many widespread macroeconomic concerns.So far, a little over half of S&amp;P 500 companies have reported earnings, with more than 79% and about 72% surpassing earnings and sales expectations, respectively. First-quarter earnings are currently on","listText":"US MARKET RECAPLast week, all the major index close in green with a deep V-shaped pattern. The blue-chip index, Dow added 0.86%, while the S&amp;P 500 rose 0.87%. The Nasdaq advanced 1.28% as Big Tech earnings took center stage.For April, the Dow gained 2.48% to notch its best monthly stretch since January, while the benchmark index gained 1.46%. The tech-heavy index posted marginal gains.Earnings reports from major tech companies dominated much of last week’s market debate, fueling the narrative that earnings are faring better-than-feared, despite many widespread macroeconomic concerns.So far, a little over half of S&amp;P 500 companies have reported earnings, with more than 79% and about 72% surpassing earnings and sales expectations, respectively. First-quarter earnings are currently on","text":"US MARKET RECAPLast week, all the major index close in green with a deep V-shaped pattern. The blue-chip index, Dow added 0.86%, while the S&P 500 rose 0.87%. The Nasdaq advanced 1.28% as Big Tech earnings took center stage.For April, the Dow gained 2.48% to notch its best monthly stretch since January, while the benchmark index gained 1.46%. The tech-heavy index posted marginal gains.Earnings reports from major tech companies dominated much of last week’s market debate, fueling the narrative that earnings are faring better-than-feared, despite many widespread macroeconomic concerns.So far, a little over half of S&P 500 companies have reported earnings, with more than 79% and about 72% surpassing earnings and sales expectations, respectively. First-quarter earnings are currently 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said and thought 👍","listText":"nice said and thought 👍","text":"nice said and thought 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031897943","repostId":"2217493308","repostType":2,"repost":{"id":"2217493308","kind":"news","pubTimestamp":1646475969,"share":"https://ttm.financial/m/news/2217493308?lang=&edition=fundamental","pubTime":"2022-03-05 18:26","market":"us","language":"zh","title":"芒格坚定看好阿里背后，估值低得离谱或是最大原因","url":"https://stock-news.laohu8.com/highlight/detail?id=2217493308","media":"美股研究社","summary":"2017年3月3日，BABA的股票交易价格为103.31美元，整整5年后，2022年3月3日，股价收于102.05美元。BABA的全球年度活跃消费者达到12.8亿，这得益于季度净增长4300万客户。截至2021年12月31日的季度，来自非互联网行业的收入占阿里云部门间消除后收入的52%。BABA是全球最大国家电子商务和云领域的领导者。BABA处于继续其收入增长并多年来产生持续利润的黄金位置。地缘政治事件正在造成一些重大阻力，短期内存在巨大风险。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20220305182723122v1975gd9dv7v6rb\"/><p><strong>作者 | Steven Fiorillo</strong></p><p>2017年3月3日，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>（BABA）股价收于103.31美元。我认为市场对BABA的担忧定价错误。</p><p>我已经有一段时间没有看到任何关于VIE的东西了，这些担忧并不是什么新鲜事。VIE结构的担忧在股票超过300美元时就已经存在了。除了公众对BABA股票的看法之外，没有任何变化，这创造了更大的机会。</p><p>2020年10月27日，BABA股价收于317.14美元。从那时起，股价下跌了215.35美元或-67.85%。如果你一年前因为估值买入而进入，那么你每股下跌134.32美元或-56.83%。看着BABA的股价继续下跌变得越来越难，似乎没有什么能阻止其自由落体的势头。</p><p>如果你投资BABA的想法是快速获利，那么这是非常痛苦的。虽然我从不喜欢看到我拥有的股票下跌，但数字始终是我的决定性因素。</p><p>自2017年以来，这些数字只会变得更好，但我今天可以以不到5年前的价格购买股票，当时BABA创造了今天产生的17.46%的收入。我总是对公司进行大量研究，我不会根据别人在做什么做出任何决定。</p><p>我认为查理·芒格（Charlie Munger）对BABA的双重评价之所以重要，是因为他信任这些数字。只有时间才能证明多头或空头最终是正确的。</p><p>股价可能会继续下跌，尤其是在世界地缘政治不确定性的情况下。除非BABA出来宣布他们的会计做法存在大规模欺诈行为，否则股票看起来非常便宜，我计划再次进行平均成本法。</p><p><strong>投资不是短跑，我参加的是马拉松比赛。</strong><strong>电子商务和云基础设施仍在经历大量增长，BABA定位于从这些不断增长的市场中受益。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20220305182733965v197aa5ijznakq7\"/><p><strong>01</strong></p><p><strong>阿里巴巴股票回到2017年的水平</strong></p><p>我正在将Seeking Alpha的财务数据用于BABA，因为我不想为BABA收益报告中的每个指标进行从人民币到美元的转换。</p><p>2017年3月3日，BABA的股票交易价格为103.31美元，整整5年后，2022年3月3日，股价收于102.05美元。BABA报告截至3月31日的财年，2017年，他们创造了229.6亿美元的收入。</p><p>从这里开始，BABA实现了144.7亿美元的毛利润和62.96%的毛利率。BABA全年净收入为63.4亿美元，<span>自由现金流</span>为104.3亿美元。BABA的利润率为27.59%，FCF利润率为45.4%。</p><p>快进5年，BABA在过去12个月（TTM）中创造了1316.1亿美元的收入。因此，BABA的年收入增长了1086.3亿美元，与2017年的市盈率为11.21倍相比，其交易的市盈率为2.10倍。</p><p>2017年，BABA每股收入为9.22美元，而今天为48.70美元。能够为BABA支付2.1倍的销售额，而2017年为11.21倍，看起来像是抢手货。BABA的毛利润增加了346.5亿美元（239.41%），<span>净利润</span>增加了40亿美元（63.1%），FCF增加了104.2亿美元（99.88%）。</p><p>你要么相信这些数字是合法的，就像查理·芒格所做的那样，要么你觉得一个重大的丑闻将被揭露。<strong>BABA的市值为2878亿美元，其<span>资产负债表</span>是一座堡垒。</strong></p><p>BABA的资产负债表上有778.8亿美元的现金，相当于其市值的27.6%。BABA拥有207.3亿美元的长期债务，几乎是其现金储备的4倍。BABA拥有1745.9亿美元的账面股本，相当于其市值的60.66%。</p><p>从数字的角度来看，考虑到您为BABA支付了2.1倍的销售额和13.8倍的FCF，而其<span>股权价值</span>为1.65倍，因此没有太多要求。从数字方面来看，这是一家非常便宜的公司。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20220305182739988v1972715objegtr\"/><p><strong>02</strong></p><p><strong>阿里巴巴未来定势良好</strong></p><p><strong>BABA未来增长的很大一部分将来自云服务和电子商务。预计这两个行业将在未来十年内实现显着增长。</strong></p><p>在全球范围内，2021年第四季度的云基础设施服务支出首次在单个季度超过500亿美元。</p><p>2021年第四季度的新支出记录达到535亿美元，同比增长136亿美元（34%）。2021年，全球云基础设施服务总支出增加了497亿美元，达到1917亿美元。</p><p>虽然第四季度创下历史新高，同比增长34%，但云基础设施服务支出同比增长35%。全球云计算市场，预计到2030年达到15，549.4亿美元，复合年增长率为15.7%，根据Grand View Research，Inc.进行的一项新研究。</p><p><strong>2022年，电子商务有望首次突破零售总额20%的壁垒。</strong></p><p>到2024年，电子商务预计仅占零售总额的22.5%。许多人认为实体零售已经走到了尽头，实体店正在退出。</p><p>到2030年，电子商务甚至可能不占零售总额的30%。未来4年，电子商务预计将增长2.35万亿美元或49.67%。</p><p>到2022年，电子商务预计将增长6040亿美元或12.23%，然后在2023年增长6090亿美元（10.99%），2024年将增长6160亿美元（10.1%），到2025年将再增长6240亿美元（9.22%）。不仅仅是电子商务会增长。</p><p>总体而言，未来4年零售额也将从26.03万亿美元增长到31.27万亿美元。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20220305182741226v197kxiay7fhceh\"/><p>BABA的全球年度活跃消费者达到12.8亿，这得益于季度净增长4300万客户。其中包括中国9.79亿消费者和海外3.01亿消费者。在TTM中，BABA的中国商业业务每年约有8.82亿活跃消费者。</p><p>2021年12月，BABA的国际商务零售业务强劲增长，在TTM中实现了约3.01亿年活跃消费者。在第三季度，BABA的国际贸易批发业务同比增长约50%，这得益于出口增长。同比，BABA在其国际商务批发业务中实现了29%的收入增长。</p><p>BABA的云收入一直在持续增长。在第三季度，Cloud创造了41.5亿美元，同比增长19%。BABA认识到金融和电信行业的显着增长。阿里云的收入越来越多元化，非互联网行业的收入贡献稳步上升。截至2021年12月31日的季度，来自非互联网行业的收入占阿里云部门间消除后收入的52%。</p><p>BABA正在进军数据中心，因为已经增加了2个数据中心，一个在韩国，一个在泰国。阿里云在全球 25 个地区提供计算服务，包括马来西亚、新加坡、印度尼西亚、日本、德国和迪拜。</p><p>2021 年 11 月发布的 2021 年 Gartner 集成 IaaS+PaaS 解决方案记分卡将阿里云的 IaaS 和 PaaS 产品组合评为所有接受评估的全球供应商中得分第三高的解决方案。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20220305182752879v197p9v2onq41n6\"/><p>如果BABA经营不同类型的业务，也许我不会像现在这样看涨，也不愿意在股价持续下跌时计算平均成本。BABA是全球最大国家电子商务和云领域的领导者。预计这些市场将在整个十年内急剧增加。BABA已经证明了它的能力，海外这些细分市场的增长只会扩大。BABA处于继续其收入增长并多年来产生持续利润的黄金位置。</p><p><strong>03</strong></p><p><strong>结语</strong></p><p>我认为只要BABA的财务状况没有发生超级丑闻，这家公司就被严重低估了。</p><p>它现在的交易价格处于2017年的水平，从其估值来看，它的价格要便宜得多。BABA在两个最大的增长领域开展业务，随着世界的发展，应该会继续获得大量的新收入。</p><p>地缘政治事件正在造成一些重大阻力，短期内存在巨大风险。在这一点上，我全力以赴，财务状况，加上未来的增长，足以让我看好阿里巴巴。我认为BABA将成为未来的一项伟大投资，即使过去一年半对投资者来说只是一个困难。</p><p><strong>END</strong></p><p><strong>美股研究社（meigushe）所发布文章不具有投资建议，请各位投资者自行判断。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20220305182758388v1970bl51b3oa6a\"/><p><strong>巴菲特小试“非价值投资”，亏了3亿美元</strong></p><p><strong>大型科技股跌惨了，需要多长时间才能从崩溃中恢复?</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20220305182759071v197ub69kmdvkvl\"/><p>因为微信更改了推送规则，推文不再按照时间线显示，<strong>如果不点『在看』或者没有『星标』，</strong>可能会错过我们的推送，从而错过有关美股的重要新闻。如果不想错过我们的精彩内容，请记得点击进入“美股研究社”公众号，<strong>选择右上角“...”，点选“设为星标”。</strong>再次感谢您的持续关注！</p><img src=\"https://fid-75186.picgzc.qpic.cn/20220305182814576v197szjow0xbwhx\"/><p><strong>听说好看的人都</strong><strong>点赞</strong><strong>了~</strong></p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>芒格坚定看好阿里背后，估值低得离谱或是最大原因</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芒格坚定看好阿里背后，估值低得离谱或是最大原因\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-05 18:26 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202203051828157c7c796b&s=b><strong>美股研究社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 | Steven Fiorillo2017年3月3日，阿里巴巴（BABA）股价收于103.31美元。我认为市场对BABA的担忧定价错误。我已经有一段时间没有看到任何关于VIE的东西了，这些担忧并不是什么新鲜事。VIE结构的担忧在股票超过300美元时就已经存在了。除了公众对BABA股票的看法之外，没有任何变化，这创造了更大的机会。2020年10月27日，BABA股价收于317.14美元。...</p>\n\n<a 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4527":"明星科技股","BK4538":"云计算","BK4550":"红杉资本持仓","BK4526":"热门中概股","BK4581":"高盛持仓","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BABA":"阿里巴巴","BK4502":"阿里概念","BK1521":"挪威政府全球养老基金持仓","BRK.B":"伯克希尔B","BK1586":"云计算","BK4505":"高瓴资本持仓","BRK.A":"伯克希尔","BK4504":"桥水持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4099":"汽车制造商","BK4579":"人工智能","BK4548":"巴美列捷福持仓","BK1591":"就地过年概念","BK1142":"互联网与直销零售","BK4565":"NFT概念","BK4176":"多领域控股","BK4575":"芯片概念","BK1517":"云办公","TTM":"塔塔汽车","BK4554":"元宇宙及AR概念","BK1608":"元宇宙概念","BK1584":"蚂蚁金服概念","BK1575":"同股不同权","BK1502":"双十一","BK1501":"阿里概念股","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4523":"印度概念","09988":"阿里巴巴-W","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4558":"双十一","BK1588":"回港中概股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202203051828157c7c796b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2217493308","content_text":"作者 | Steven Fiorillo2017年3月3日，阿里巴巴（BABA）股价收于103.31美元。我认为市场对BABA的担忧定价错误。我已经有一段时间没有看到任何关于VIE的东西了，这些担忧并不是什么新鲜事。VIE结构的担忧在股票超过300美元时就已经存在了。除了公众对BABA股票的看法之外，没有任何变化，这创造了更大的机会。2020年10月27日，BABA股价收于317.14美元。从那时起，股价下跌了215.35美元或-67.85%。如果你一年前因为估值买入而进入，那么你每股下跌134.32美元或-56.83%。看着BABA的股价继续下跌变得越来越难，似乎没有什么能阻止其自由落体的势头。如果你投资BABA的想法是快速获利，那么这是非常痛苦的。虽然我从不喜欢看到我拥有的股票下跌，但数字始终是我的决定性因素。自2017年以来，这些数字只会变得更好，但我今天可以以不到5年前的价格购买股票，当时BABA创造了今天产生的17.46%的收入。我总是对公司进行大量研究，我不会根据别人在做什么做出任何决定。我认为查理·芒格（Charlie Munger）对BABA的双重评价之所以重要，是因为他信任这些数字。只有时间才能证明多头或空头最终是正确的。股价可能会继续下跌，尤其是在世界地缘政治不确定性的情况下。除非BABA出来宣布他们的会计做法存在大规模欺诈行为，否则股票看起来非常便宜，我计划再次进行平均成本法。投资不是短跑，我参加的是马拉松比赛。电子商务和云基础设施仍在经历大量增长，BABA定位于从这些不断增长的市场中受益。01阿里巴巴股票回到2017年的水平我正在将Seeking Alpha的财务数据用于BABA，因为我不想为BABA收益报告中的每个指标进行从人民币到美元的转换。2017年3月3日，BABA的股票交易价格为103.31美元，整整5年后，2022年3月3日，股价收于102.05美元。BABA报告截至3月31日的财年，2017年，他们创造了229.6亿美元的收入。从这里开始，BABA实现了144.7亿美元的毛利润和62.96%的毛利率。BABA全年净收入为63.4亿美元，自由现金流为104.3亿美元。BABA的利润率为27.59%，FCF利润率为45.4%。快进5年，BABA在过去12个月（TTM）中创造了1316.1亿美元的收入。因此，BABA的年收入增长了1086.3亿美元，与2017年的市盈率为11.21倍相比，其交易的市盈率为2.10倍。2017年，BABA每股收入为9.22美元，而今天为48.70美元。能够为BABA支付2.1倍的销售额，而2017年为11.21倍，看起来像是抢手货。BABA的毛利润增加了346.5亿美元（239.41%），净利润增加了40亿美元（63.1%），FCF增加了104.2亿美元（99.88%）。你要么相信这些数字是合法的，就像查理·芒格所做的那样，要么你觉得一个重大的丑闻将被揭露。BABA的市值为2878亿美元，其资产负债表是一座堡垒。BABA的资产负债表上有778.8亿美元的现金，相当于其市值的27.6%。BABA拥有207.3亿美元的长期债务，几乎是其现金储备的4倍。BABA拥有1745.9亿美元的账面股本，相当于其市值的60.66%。从数字的角度来看，考虑到您为BABA支付了2.1倍的销售额和13.8倍的FCF，而其股权价值为1.65倍，因此没有太多要求。从数字方面来看，这是一家非常便宜的公司。02阿里巴巴未来定势良好BABA未来增长的很大一部分将来自云服务和电子商务。预计这两个行业将在未来十年内实现显着增长。在全球范围内，2021年第四季度的云基础设施服务支出首次在单个季度超过500亿美元。2021年第四季度的新支出记录达到535亿美元，同比增长136亿美元（34%）。2021年，全球云基础设施服务总支出增加了497亿美元，达到1917亿美元。虽然第四季度创下历史新高，同比增长34%，但云基础设施服务支出同比增长35%。全球云计算市场，预计到2030年达到15，549.4亿美元，复合年增长率为15.7%，根据Grand View Research，Inc.进行的一项新研究。2022年，电子商务有望首次突破零售总额20%的壁垒。到2024年，电子商务预计仅占零售总额的22.5%。许多人认为实体零售已经走到了尽头，实体店正在退出。到2030年，电子商务甚至可能不占零售总额的30%。未来4年，电子商务预计将增长2.35万亿美元或49.67%。到2022年，电子商务预计将增长6040亿美元或12.23%，然后在2023年增长6090亿美元（10.99%），2024年将增长6160亿美元（10.1%），到2025年将再增长6240亿美元（9.22%）。不仅仅是电子商务会增长。总体而言，未来4年零售额也将从26.03万亿美元增长到31.27万亿美元。BABA的全球年度活跃消费者达到12.8亿，这得益于季度净增长4300万客户。其中包括中国9.79亿消费者和海外3.01亿消费者。在TTM中，BABA的中国商业业务每年约有8.82亿活跃消费者。2021年12月，BABA的国际商务零售业务强劲增长，在TTM中实现了约3.01亿年活跃消费者。在第三季度，BABA的国际贸易批发业务同比增长约50%，这得益于出口增长。同比，BABA在其国际商务批发业务中实现了29%的收入增长。BABA的云收入一直在持续增长。在第三季度，Cloud创造了41.5亿美元，同比增长19%。BABA认识到金融和电信行业的显着增长。阿里云的收入越来越多元化，非互联网行业的收入贡献稳步上升。截至2021年12月31日的季度，来自非互联网行业的收入占阿里云部门间消除后收入的52%。BABA正在进军数据中心，因为已经增加了2个数据中心，一个在韩国，一个在泰国。阿里云在全球 25 个地区提供计算服务，包括马来西亚、新加坡、印度尼西亚、日本、德国和迪拜。2021 年 11 月发布的 2021 年 Gartner 集成 IaaS+PaaS 解决方案记分卡将阿里云的 IaaS 和 PaaS 产品组合评为所有接受评估的全球供应商中得分第三高的解决方案。如果BABA经营不同类型的业务，也许我不会像现在这样看涨，也不愿意在股价持续下跌时计算平均成本。BABA是全球最大国家电子商务和云领域的领导者。预计这些市场将在整个十年内急剧增加。BABA已经证明了它的能力，海外这些细分市场的增长只会扩大。BABA处于继续其收入增长并多年来产生持续利润的黄金位置。03结语我认为只要BABA的财务状况没有发生超级丑闻，这家公司就被严重低估了。它现在的交易价格处于2017年的水平，从其估值来看，它的价格要便宜得多。BABA在两个最大的增长领域开展业务，随着世界的发展，应该会继续获得大量的新收入。地缘政治事件正在造成一些重大阻力，短期内存在巨大风险。在这一点上，我全力以赴，财务状况，加上未来的增长，足以让我看好阿里巴巴。我认为BABA将成为未来的一项伟大投资，即使过去一年半对投资者来说只是一个困难。END美股研究社（meigushe）所发布文章不具有投资建议，请各位投资者自行判断。巴菲特小试“非价值投资”，亏了3亿美元大型科技股跌惨了，需要多长时间才能从崩溃中恢复?因为微信更改了推送规则，推文不再按照时间线显示，如果不点『在看』或者没有『星标』，可能会错过我们的推送，从而错过有关美股的重要新闻。如果不想错过我们的精彩内容，请记得点击进入“美股研究社”公众号，选择右上角“...”，点选“设为星标”。再次感谢您的持续关注！听说好看的人都点赞了~","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008801291,"gmtCreate":1641398246609,"gmtModify":1676533610690,"author":{"id":"3575983623700639","authorId":"3575983623700639","name":"DERRICK0202","avatar":"https://static.tigerbbs.com/292eb3c2a26aa7f1304b02f8c67831a3","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575983623700639","authorIdStr":"3575983623700639"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008801291","repostId":"2201233555","repostType":2,"repost":{"id":"2201233555","kind":"news","pubTimestamp":1641376238,"share":"https://ttm.financial/m/news/2201233555?lang=&edition=fundamental","pubTime":"2022-01-05 17:50","market":"hk","language":"zh","title":"持续加仓！芒格到底喜欢阿里巴巴哪一点？","url":"https://stock-news.laohu8.com/highlight/detail?id=2201233555","media":"腾讯自选股","summary":"根据周二提交给美国证券交易委员会的一份文件，截至2021年底，Daily Journal持有阿里巴巴602,060股，价值7150万美元。由于投资者担忧阿里巴巴未来的业务增长会放缓，阿里巴巴股价持续阴跌。尽管如此，芒格仍然毫不犹豫选择加仓阿里巴巴。在2020年阿里巴巴的市值缩水近一半后，在2021年第四季度阿里巴巴的股价又暴跌了20%。","content":"<html><body><article><p>在<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>•哈撒韦公司最有名的就是巴菲特，其实作为巴菲特的老朋友和得力助手的查理•芒格也很有名。他今年已经98岁了，是<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>的忠实粉丝，自去年阿里下跌以来，查理•芒格就不断<span>加仓</span>阿里巴巴。</p><p>查理-芒格是伯克希尔•哈撒韦公司的副董事长，同时还经营着自己的上市公司Daily Journal。Daily Journal的主要业务就是报纸出版和投资其它公司。官方公布的数据显示，Daily Journal在最近几个月里第二次将所持阿里巴巴股份增加了近一倍。</p><p>根据周二提交给美国证券交易委员会的一份文件，截至2021年底，Daily Journal持有阿里巴巴602,060股，价值7150万美元。</p><p>这几乎是上一季度持仓量的两倍，当时Daily Journal持有302,060万股阿里巴巴股票，当时价值为4,470万美元。</p><p>芒格在元旦那天迎来了98岁生日。由于投资者担忧阿里巴巴未来的业务增长会放缓，阿里巴巴股价持续<span>阴跌</span>。尽管如此，芒格仍然毫不犹豫选择加仓阿里巴巴。</p><p>在2020年阿里巴巴的市值缩水近一半后，在2021年第四季度阿里巴巴的股价又暴跌了20%。</p><p>与巴菲特不同，芒格长期关注中国方面的公司。芒格曾经建议巴菲特买入<a href=\"https://laohu8.com/S/002594\">比亚迪</a>。从2009年买入至今，从未减持，在比亚迪身上，巴菲特已赚了25倍。</p><p>尽管Daily Journal去年第四季度增持了阿里巴巴的股票，但它并未改变对其他四项投资的态度，芒格目前还持有金融巨头<a href=\"https://laohu8.com/S/BAC\">美国银行</a>(Bank of America)、<a href=\"https://laohu8.com/S/USB\">美国合众银行</a>(US Bancorp)、<a href=\"https://laohu8.com/S/WFC\">富国银行</a>(Wells Fargo)以及韩国钢铁制造商浦项制铁(Posco)4家公司。</p><p>华尔街诸多基金也跟随了老芒格的脚步。根据部分机构公布的2021年第三季度末的美股持仓情况来看，桥水三季度重仓<span>抄底</span>了阿里巴巴，持仓阿里巴巴约329.0万股，持仓市值约4.87亿美元，较上季度持仓数量增加了131%；<a href=\"https://laohu8.com/S/GS\">高盛</a>也在第三季度大幅增持了阿里巴巴；沙特主权基金第三季度也是大举建仓了阿里。</p><p>高盛发表报告称，随着阿里巴巴在防御及拓展策略上的投资不断增加，以获取新用户、建立多个流量来源，该行对阿里巴巴的变现改善进程保持乐观。</p><p>目前的阿里巴巴，至少符合“<span>现金等价物</span>”这种最保守的判断标准，正如查理·芒格在几个月前回答为何持有如此多阿里巴巴时所说的：“需要一些证券作为现金等价物。”芒格旗下公司随后补上声明称：“除非这类普通股的长期前景看好，否则不会被视作优秀的现金等价物。”</p><p>在过去的一年里，芒格也上了许多次新闻头条，好几次都是因为加仓阿里巴巴。据《福布斯》报道，芒格目前的净资产为24亿美元。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>持续加仓！芒格到底喜欢阿里巴巴哪一点？</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持续加仓！芒格到底喜欢阿里巴巴哪一点？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-05 17:50 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022010517463579057045&s=b><strong>腾讯自选股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在伯克希尔•哈撒韦公司最有名的就是巴菲特，其实作为巴菲特的老朋友和得力助手的查理•芒格也很有名。他今年已经98岁了，是阿里巴巴的忠实粉丝，自去年阿里下跌以来，查理•芒格就不断加仓阿里巴巴。查理-芒格是伯克希尔•哈撒韦公司的副董事长，同时还经营着自己的上市公司Daily Journal。Daily Journal的主要业务就是报纸出版和投资其它公司。官方公布的数据显示，Daily Journal在最...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022010517463579057045&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/47f0c4e41eaea5c2a69074ff30233d7f","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W","BRK.B":"伯克希尔B","BK4534":"瑞士信贷持仓","BK4176":"多领域控股","BRK.A":"伯克希尔","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022010517463579057045&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2201233555","content_text":"在伯克希尔•哈撒韦公司最有名的就是巴菲特，其实作为巴菲特的老朋友和得力助手的查理•芒格也很有名。他今年已经98岁了，是阿里巴巴的忠实粉丝，自去年阿里下跌以来，查理•芒格就不断加仓阿里巴巴。查理-芒格是伯克希尔•哈撒韦公司的副董事长，同时还经营着自己的上市公司Daily Journal。Daily Journal的主要业务就是报纸出版和投资其它公司。官方公布的数据显示，Daily Journal在最近几个月里第二次将所持阿里巴巴股份增加了近一倍。根据周二提交给美国证券交易委员会的一份文件，截至2021年底，Daily Journal持有阿里巴巴602,060股，价值7150万美元。这几乎是上一季度持仓量的两倍，当时Daily Journal持有302,060万股阿里巴巴股票，当时价值为4,470万美元。芒格在元旦那天迎来了98岁生日。由于投资者担忧阿里巴巴未来的业务增长会放缓，阿里巴巴股价持续阴跌。尽管如此，芒格仍然毫不犹豫选择加仓阿里巴巴。在2020年阿里巴巴的市值缩水近一半后，在2021年第四季度阿里巴巴的股价又暴跌了20%。与巴菲特不同，芒格长期关注中国方面的公司。芒格曾经建议巴菲特买入比亚迪。从2009年买入至今，从未减持，在比亚迪身上，巴菲特已赚了25倍。尽管Daily Journal去年第四季度增持了阿里巴巴的股票，但它并未改变对其他四项投资的态度，芒格目前还持有金融巨头美国银行(Bank of America)、美国合众银行(US Bancorp)、富国银行(Wells Fargo)以及韩国钢铁制造商浦项制铁(Posco)4家公司。华尔街诸多基金也跟随了老芒格的脚步。根据部分机构公布的2021年第三季度末的美股持仓情况来看，桥水三季度重仓抄底了阿里巴巴，持仓阿里巴巴约329.0万股，持仓市值约4.87亿美元，较上季度持仓数量增加了131%；高盛也在第三季度大幅增持了阿里巴巴；沙特主权基金第三季度也是大举建仓了阿里。高盛发表报告称，随着阿里巴巴在防御及拓展策略上的投资不断增加，以获取新用户、建立多个流量来源，该行对阿里巴巴的变现改善进程保持乐观。目前的阿里巴巴，至少符合“现金等价物”这种最保守的判断标准，正如查理·芒格在几个月前回答为何持有如此多阿里巴巴时所说的：“需要一些证券作为现金等价物。”芒格旗下公司随后补上声明称：“除非这类普通股的长期前景看好，否则不会被视作优秀的现金等价物。”在过去的一年里，芒格也上了许多次新闻头条，好几次都是因为加仓阿里巴巴。据《福布斯》报道，芒格目前的净资产为24亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008801894,"gmtCreate":1641398232680,"gmtModify":1676533610706,"author":{"id":"3575983623700639","authorId":"3575983623700639","name":"DERRICK0202","avatar":"https://static.tigerbbs.com/292eb3c2a26aa7f1304b02f8c67831a3","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575983623700639","authorIdStr":"3575983623700639"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008801894","repostId":"1180463350","repostType":2,"repost":{"id":"1180463350","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1641380469,"share":"https://ttm.financial/m/news/1180463350?lang=&edition=fundamental","pubTime":"2022-01-05 19:01","market":"us","language":"zh","title":"芒格持仓阿里翻倍，什么信号？","url":"https://stock-news.laohu8.com/highlight/detail?id=1180463350","media":"华尔街见闻","summary":"美东时间1月4日周二，一份监管文件显示，查理·芒格Charlie Munger旗下的报纸与软件业务公司Daily Journal Corp.至2021年年底持有阿里巴巴602,060份ADR，较9月末","content":"<html><head></head><body><p>美东时间1月4日周二，一份监管文件显示，查理·芒格Charlie Munger旗下的报纸与软件业务公司Daily Journal Corp.至2021年年底持有<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>602,060份ADR，较9月末302,060份的持仓量几乎翻倍。该公司还持有<a href=\"https://laohu8.com/S/WFC\">富国银行</a>和<a href=\"https://laohu8.com/S/BAC\">美国银行</a>，持仓头寸保持不变。</p><p><img src=\"https://static.tigerbbs.com/83271fe4fbd1ec00a1c920e67dac9d36\" tg-width=\"1080\" tg-height=\"305\" referrerpolicy=\"no-referrer\"/></p><p>受此消息影响，阿里巴巴美股日内跌幅一度收窄至0.5%以内，盘初跌近4%。阿里巴巴股价在上一交易日上涨了1.7%，在过去一周里上涨了3%。</p><p><img src=\"https://static.tigerbbs.com/6192324f9576d20659223c69e0047447\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p><b>01、价值投资风向标，芒格为何重仓阿里？</b></p><p>作为Daily Journal董事长以及<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>副董事长的查理·芒格，重仓的上市公司少之又少，仅为个位数字，从其历史重仓来看，<b>其重仓风格归纳为：高度集中，筹码集中于五家公司。</b></p><p>华尔街见闻稍早前文章曾提及，<b>Daily Journal自去年一季度起建仓阿里，截至去年3月末持有阿里巴巴165320股，且该股在其投资组合中的占比高达19%</b>。建仓原因是其需要一些证券作为现金等价物，这些现金等价物通常是美国国债，但由于美债的投资回报率太低，公司转而投资了普通股。</p><p>据去年二季度Daily Journal公开披露的资料显示，<b>截至去年6月30日，</b>每日期刊公司持仓市值为2.13亿美元，<b>其继续持有同样股数的阿里巴巴ADR</b>。此前媒体分析，由于2020年10月底，阿里巴巴触及300美元/股之后，一直持续下跌，不断走低的价格在一定程度上成为芒格逆势布局的原因。</p><p><b>去年10月</b>，根据Daily Journal的13F文件，截止9月底，其累计持有阿里巴巴302060股，以最新股价计算，持有的市值约为4500万美元。<b>这是继一季度之后，芒格第二次加仓阿里巴巴股票，其将阿里巴巴的持仓数量增加了82.7%。</b></p><p>复盘Daily Journal的持仓历史数据，可以发现，在芒格的掌舵之下，该公司的投资风格非常谨慎，几乎全部集中于传统领域的高股息类股票，<b>2021年一季度、三季度突然重仓“抄底”，逆势加仓阿里巴巴</b>，令市场感到意外。</p><p>此前，巴菲特和芒格都曾在股东大会上表示，不会投资自己看不明白的互联网科技股，而是更偏向于雇佣投资经理来投资。</p><p>同时，芒格在2020年12月的一次访谈中曾表示：</p><blockquote>中国有30年的实际经济增长率，这是世界历史上任何大国都没有过的……我投资了一部分美国公司，它们在中国做生意，包括<a href=\"https://laohu8.com/S/KO\">可口可乐</a>。当然，我对中国头部公司(的认知方面)也有非常成功的经验，这也可能会持续下去。</blockquote><p><b>02、阿里巴巴<a href=\"https://laohu8.com/S/300785\">值得买</a>？</b></p><p><b>多次逆势“抄底”阿里，或许芒格对中国头部公司有成功的经验，也可能是他做好了长期持股的打算。</b></p><p>去年11月，阿里巴巴公布截止去年9月30日的2022财年二季度业绩：营收2006.9亿元人民币，同比增长29%，不及市场预期的2061.7亿元人民币；若不考虑合并<a href=\"https://laohu8.com/S/06808\">高鑫零售</a>的影响，公司季度营收1804.38 亿元，同比增长16%。同时，阿里巴巴下调2022营收指引，调整后变为20%-23%；董事会主席张勇表示有信心完成在本财年末国内的年度活跃消费者达到10亿的目标。</p><p>对于利润同比下跌，阿里表示减少主要由于公司对关键策略领域投入的增加，以及公司支持商家的举措。公司于商业分部内的关键策略领域（如淘特、本地生活服务、社区商业平台及 Lazada）的投入同比增加125.75亿元。若不考虑该等投入的影响，公司商业分部的盈利将同比持续平稳。</p><p>而阿里2021年的双十一数据也显得不尽如人意，虽然交易额再创新高，但增速却从26%下降到了8%。华尔街见闻稍早前文章介绍，由于经历了“最慢增长季”之后，<b>阿里将全力押注海外</b>。阿里2021投资者日第二日，董事会主席兼首席执行官张勇强调，海外市场潜力巨大，海外业务增长迅速，并将其确定为阿里未来几年的主要增长动力之一。</p><p>阿里巴巴此前表示，主动调整收入预期，一方面希望能够更加大刀阔斧投资未来，为未来发展打开新空间；另一方面希望更多承担社会责任，以投入到科技创新、数字基础设施建设等社会发展所需中来。</p><p>跟着价值投资大师芒格“逆势布局”，还是继续观察阿里基本面，可能每个投资者都有自己的答案。</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>芒格持仓阿里翻倍，什么信号？</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芒格持仓阿里翻倍，什么信号？\n</h2>\n\n<h4 class=\"meta\">\n\n2022-01-05 19:01 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美东时间1月4日周二，一份监管文件显示，查理·芒格Charlie Munger旗下的报纸与软件业务公司Daily Journal Corp.至2021年年底持有阿里巴巴602,060份ADR，较9月末302,060份的持仓量几乎翻倍。该公司还持有富国银行和美国银行，持仓头寸保持不变。受此消息影响，阿里巴巴美股日内跌幅一度收窄至0.5%以内，盘初跌近4%。阿里巴巴股价在上一交易日上涨了1.7%，在...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7d30d3e4a8c584dc0c7143999338c880","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180463350","content_text":"美东时间1月4日周二，一份监管文件显示，查理·芒格Charlie Munger旗下的报纸与软件业务公司Daily Journal Corp.至2021年年底持有阿里巴巴602,060份ADR，较9月末302,060份的持仓量几乎翻倍。该公司还持有富国银行和美国银行，持仓头寸保持不变。受此消息影响，阿里巴巴美股日内跌幅一度收窄至0.5%以内，盘初跌近4%。阿里巴巴股价在上一交易日上涨了1.7%，在过去一周里上涨了3%。01、价值投资风向标，芒格为何重仓阿里？作为Daily Journal董事长以及伯克希尔副董事长的查理·芒格，重仓的上市公司少之又少，仅为个位数字，从其历史重仓来看，其重仓风格归纳为：高度集中，筹码集中于五家公司。华尔街见闻稍早前文章曾提及，Daily Journal自去年一季度起建仓阿里，截至去年3月末持有阿里巴巴165320股，且该股在其投资组合中的占比高达19%。建仓原因是其需要一些证券作为现金等价物，这些现金等价物通常是美国国债，但由于美债的投资回报率太低，公司转而投资了普通股。据去年二季度Daily Journal公开披露的资料显示，截至去年6月30日，每日期刊公司持仓市值为2.13亿美元，其继续持有同样股数的阿里巴巴ADR。此前媒体分析，由于2020年10月底，阿里巴巴触及300美元/股之后，一直持续下跌，不断走低的价格在一定程度上成为芒格逆势布局的原因。去年10月，根据Daily Journal的13F文件，截止9月底，其累计持有阿里巴巴302060股，以最新股价计算，持有的市值约为4500万美元。这是继一季度之后，芒格第二次加仓阿里巴巴股票，其将阿里巴巴的持仓数量增加了82.7%。复盘Daily Journal的持仓历史数据，可以发现，在芒格的掌舵之下，该公司的投资风格非常谨慎，几乎全部集中于传统领域的高股息类股票，2021年一季度、三季度突然重仓“抄底”，逆势加仓阿里巴巴，令市场感到意外。此前，巴菲特和芒格都曾在股东大会上表示，不会投资自己看不明白的互联网科技股，而是更偏向于雇佣投资经理来投资。同时，芒格在2020年12月的一次访谈中曾表示：中国有30年的实际经济增长率，这是世界历史上任何大国都没有过的……我投资了一部分美国公司，它们在中国做生意，包括可口可乐。当然，我对中国头部公司(的认知方面)也有非常成功的经验，这也可能会持续下去。02、阿里巴巴值得买？多次逆势“抄底”阿里，或许芒格对中国头部公司有成功的经验，也可能是他做好了长期持股的打算。去年11月，阿里巴巴公布截止去年9月30日的2022财年二季度业绩：营收2006.9亿元人民币，同比增长29%，不及市场预期的2061.7亿元人民币；若不考虑合并高鑫零售的影响，公司季度营收1804.38 亿元，同比增长16%。同时，阿里巴巴下调2022营收指引，调整后变为20%-23%；董事会主席张勇表示有信心完成在本财年末国内的年度活跃消费者达到10亿的目标。对于利润同比下跌，阿里表示减少主要由于公司对关键策略领域投入的增加，以及公司支持商家的举措。公司于商业分部内的关键策略领域（如淘特、本地生活服务、社区商业平台及 Lazada）的投入同比增加125.75亿元。若不考虑该等投入的影响，公司商业分部的盈利将同比持续平稳。而阿里2021年的双十一数据也显得不尽如人意，虽然交易额再创新高，但增速却从26%下降到了8%。华尔街见闻稍早前文章介绍，由于经历了“最慢增长季”之后，阿里将全力押注海外。阿里2021投资者日第二日，董事会主席兼首席执行官张勇强调，海外市场潜力巨大，海外业务增长迅速，并将其确定为阿里未来几年的主要增长动力之一。阿里巴巴此前表示，主动调整收入预期，一方面希望能够更加大刀阔斧投资未来，为未来发展打开新空间；另一方面希望更多承担社会责任，以投入到科技创新、数字基础设施建设等社会发展所需中来。跟着价值投资大师芒格“逆势布局”，还是继续观察阿里基本面，可能每个投资者都有自己的答案。","news_type":1},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008801369,"gmtCreate":1641398221889,"gmtModify":1676533610683,"author":{"id":"3575983623700639","authorId":"3575983623700639","name":"DERRICK0202","avatar":"https://static.tigerbbs.com/292eb3c2a26aa7f1304b02f8c67831a3","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575983623700639","authorIdStr":"3575983623700639"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008801369","repostId":"1133532163","repostType":2,"repost":{"id":"1133532163","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1641387043,"share":"https://ttm.financial/m/news/1133532163?lang=&edition=fundamental","pubTime":"2022-01-05 20:50","market":"uk","language":"zh","title":"盘前：静待美联储大戏登场！会否提振美股上行？","url":"https://stock-news.laohu8.com/highlight/detail?id=1133532163","media":"老虎资讯综合","summary":"1月5日，美股三大股指期货全线走低，截至发稿，道指期货跌0.06%；纳斯达克100指数期货跌0.47%；标普500指数期货跌0.14%。展望日内，市场的关注焦点无疑将转向北京时间周四凌晨3点即将出炉的","content":"<html><head></head><body><p>1月5日，美股三大股指期货全线走低，截至发稿，道指期货跌0.06%；纳斯达克100指数期货跌0.47%；标普500指数期货跌0.14%。</p><p><img src=\"https://static.tigerbbs.com/346a6d8c1e6be0bfdd34ca000bb894bf\" tg-width=\"385\" tg-height=\"186\" width=\"100%\" height=\"auto\"/></p><p>展望日内，市场的关注焦点无疑将转向北京时间周四凌晨3点即将出炉的美联储12月会议纪要。</p><p>由于圣诞和元旦假期的影响，美联储官员非常罕见地在上周没有发表过任何公开讲话，这段时间似乎成为了一个另类的美联储“缄默期”，这与过往美联储官员在议息会议后纷纷畅所欲言的景象形成了鲜明对比。而这无形中，也令今晚美联储纪要究竟会透露哪些12月会议的细节，显得尤为受到瞩目。</p><p>在去年12月的会议上，美联储官员决定将减码购债的速度提高一倍，为今年加息铺平道路。美联储还发布了最新点阵图，显示官员们平均预期今年加息3次。除了何时加息外，在今晚的纪要中投资者或许也可寻找一下美联储是否会透露缩表方面的更多线索。</p><p><b>盘前行情</b></p><p>热门中概股盘前多数下跌，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超4%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超3%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超2%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌超1%；</p><p>美股半导体板块盘前集体走低，<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌超1%，<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>小幅跟跌；</p><p><a href=\"https://laohu8.com/S/BYND\">Beyond Meat</a>盘前涨超10%，肯德基将于下周在全美餐厅推出与Beyond Meat合作的素食炸鸡产品；</p><p>英国汽车数据初创公司<a href=\"https://laohu8.com/S/WEJO\">Wejo</a>盘前涨超20%，此前宣布将与<a href=\"https://laohu8.com/S/MSFT\">微软</a>合作；</p><p><a href=\"https://laohu8.com/S/SNE\">索尼</a>盘前涨超5%，公司正在探索推出商业化电动汽车；</p><p><a href=\"https://laohu8.com/S/SE\">SEA</a>盘前跌近2%，昨日该股收跌逾11%，此前<a href=\"https://laohu8.com/S/00700\">腾讯</a>对SEA的持股降至18.7%。</p><p><b>欧洲市场</b></p><p>欧洲主要股指多数上涨，截至发稿，德国DAX30指数涨0.72%，英国富时100涨0.18%、法国CAC40涨0.59%。</p><p><img src=\"https://static.tigerbbs.com/b04e25c3d42fc86615a3bcc72b90fa9c\" tg-width=\"815\" tg-height=\"358\" width=\"100%\" height=\"auto\"/></p><p><b>原油</b></p><p>原油期货短线拉升，截止发稿，WTI原油涨0.43%，报77.32美元/桶；布伦特原油涨0.47%，报80.38美元/桶。</p><p>国际油价小幅承压，在奥密克戎变种引起的新冠病例大规模激增的情况下，美国燃料库存上升引发了对这个全球最大石油消费国需求下降的担忧。</p><p><img src=\"https://static.tigerbbs.com/3a40e811a5680bf97c387f7317f115a6\" tg-width=\"889\" tg-height=\"823\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/57248300976bf87acc530387eb821393\" tg-width=\"889\" tg-height=\"821\" width=\"100%\" height=\"auto\"/></p><p><b>黄金</b></p><p>黄金期货小幅走高，截止发稿，涨0.21%，报1818.4美元/盎司。</p><p>国际金价走势缺乏动能，市场参与者在权衡美联储提早加息前景与新冠感染人数增加的影响。收益率上升提高了持有不生息资产黄金的机会成本，不过黄金受到避险需求的支撑。</p><p><img src=\"https://static.tigerbbs.com/db6106cb1474829bea2f7a8bf16ea4e5\" tg-width=\"889\" tg-height=\"822\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘前：静待美联储大戏登场！会否提振美股上行？</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：静待美联储大戏登场！会否提振美股上行？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-01-05 20:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月5日，美股三大股指期货全线走低，截至发稿，道指期货跌0.06%；纳斯达克100指数期货跌0.47%；标普500指数期货跌0.14%。</p><p><img src=\"https://static.tigerbbs.com/346a6d8c1e6be0bfdd34ca000bb894bf\" tg-width=\"385\" tg-height=\"186\" width=\"100%\" height=\"auto\"/></p><p>展望日内，市场的关注焦点无疑将转向北京时间周四凌晨3点即将出炉的美联储12月会议纪要。</p><p>由于圣诞和元旦假期的影响，美联储官员非常罕见地在上周没有发表过任何公开讲话，这段时间似乎成为了一个另类的美联储“缄默期”，这与过往美联储官员在议息会议后纷纷畅所欲言的景象形成了鲜明对比。而这无形中，也令今晚美联储纪要究竟会透露哪些12月会议的细节，显得尤为受到瞩目。</p><p>在去年12月的会议上，美联储官员决定将减码购债的速度提高一倍，为今年加息铺平道路。美联储还发布了最新点阵图，显示官员们平均预期今年加息3次。除了何时加息外，在今晚的纪要中投资者或许也可寻找一下美联储是否会透露缩表方面的更多线索。</p><p><b>盘前行情</b></p><p>热门中概股盘前多数下跌，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超4%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超3%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超2%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌超1%；</p><p>美股半导体板块盘前集体走低，<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌超1%，<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>小幅跟跌；</p><p><a href=\"https://laohu8.com/S/BYND\">Beyond Meat</a>盘前涨超10%，肯德基将于下周在全美餐厅推出与Beyond Meat合作的素食炸鸡产品；</p><p>英国汽车数据初创公司<a href=\"https://laohu8.com/S/WEJO\">Wejo</a>盘前涨超20%，此前宣布将与<a href=\"https://laohu8.com/S/MSFT\">微软</a>合作；</p><p><a href=\"https://laohu8.com/S/SNE\">索尼</a>盘前涨超5%，公司正在探索推出商业化电动汽车；</p><p><a href=\"https://laohu8.com/S/SE\">SEA</a>盘前跌近2%，昨日该股收跌逾11%，此前<a href=\"https://laohu8.com/S/00700\">腾讯</a>对SEA的持股降至18.7%。</p><p><b>欧洲市场</b></p><p>欧洲主要股指多数上涨，截至发稿，德国DAX30指数涨0.72%，英国富时100涨0.18%、法国CAC40涨0.59%。</p><p><img src=\"https://static.tigerbbs.com/b04e25c3d42fc86615a3bcc72b90fa9c\" tg-width=\"815\" tg-height=\"358\" width=\"100%\" height=\"auto\"/></p><p><b>原油</b></p><p>原油期货短线拉升，截止发稿，WTI原油涨0.43%，报77.32美元/桶；布伦特原油涨0.47%，报80.38美元/桶。</p><p>国际油价小幅承压，在奥密克戎变种引起的新冠病例大规模激增的情况下，美国燃料库存上升引发了对这个全球最大石油消费国需求下降的担忧。</p><p><img src=\"https://static.tigerbbs.com/3a40e811a5680bf97c387f7317f115a6\" tg-width=\"889\" tg-height=\"823\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/57248300976bf87acc530387eb821393\" tg-width=\"889\" tg-height=\"821\" width=\"100%\" height=\"auto\"/></p><p><b>黄金</b></p><p>黄金期货小幅走高，截止发稿，涨0.21%，报1818.4美元/盎司。</p><p>国际金价走势缺乏动能，市场参与者在权衡美联储提早加息前景与新冠感染人数增加的影响。收益率上升提高了持有不生息资产黄金的机会成本，不过黄金受到避险需求的支撑。</p><p><img src=\"https://static.tigerbbs.com/db6106cb1474829bea2f7a8bf16ea4e5\" tg-width=\"889\" tg-height=\"822\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{"TSM":"台积电",".DJI":"道琼斯","XPEV":"小鹏汽车",".IXIC":"NASDAQ Composite","BABA":"阿里巴巴","JD":"京东",".SPX":"S&P 500 Index","AMD":"美国超微公司","ASML":"阿斯麦","MU":"美光科技","NVDA":"英伟达","LI":"理想汽车","BYND":"Beyond Meat, Inc.","NIO":"蔚来","SONY":"索尼","PDD":"拼多多","BIDU":"百度","SE":"Sea Ltd","BILI":"哔哩哔哩"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133532163","content_text":"1月5日，美股三大股指期货全线走低，截至发稿，道指期货跌0.06%；纳斯达克100指数期货跌0.47%；标普500指数期货跌0.14%。展望日内，市场的关注焦点无疑将转向北京时间周四凌晨3点即将出炉的美联储12月会议纪要。由于圣诞和元旦假期的影响，美联储官员非常罕见地在上周没有发表过任何公开讲话，这段时间似乎成为了一个另类的美联储“缄默期”，这与过往美联储官员在议息会议后纷纷畅所欲言的景象形成了鲜明对比。而这无形中，也令今晚美联储纪要究竟会透露哪些12月会议的细节，显得尤为受到瞩目。在去年12月的会议上，美联储官员决定将减码购债的速度提高一倍，为今年加息铺平道路。美联储还发布了最新点阵图，显示官员们平均预期今年加息3次。除了何时加息外，在今晚的纪要中投资者或许也可寻找一下美联储是否会透露缩表方面的更多线索。盘前行情热门中概股盘前多数下跌，哔哩哔哩跌超4%，拼多多跌超3%，小鹏汽车、理想汽车跌超2%，阿里巴巴、京东、百度、蔚来跌超1%；美股半导体板块盘前集体走低，台积电、英伟达、美光科技跌超1%，阿斯麦、AMD小幅跟跌；Beyond Meat盘前涨超10%，肯德基将于下周在全美餐厅推出与Beyond Meat合作的素食炸鸡产品；英国汽车数据初创公司Wejo盘前涨超20%，此前宣布将与微软合作；索尼盘前涨超5%，公司正在探索推出商业化电动汽车；SEA盘前跌近2%，昨日该股收跌逾11%，此前腾讯对SEA的持股降至18.7%。欧洲市场欧洲主要股指多数上涨，截至发稿，德国DAX30指数涨0.72%，英国富时100涨0.18%、法国CAC40涨0.59%。原油原油期货短线拉升，截止发稿，WTI原油涨0.43%，报77.32美元/桶；布伦特原油涨0.47%，报80.38美元/桶。国际油价小幅承压，在奥密克戎变种引起的新冠病例大规模激增的情况下，美国燃料库存上升引发了对这个全球最大石油消费国需求下降的担忧。黄金黄金期货小幅走高，截止发稿，涨0.21%，报1818.4美元/盎司。国际金价走势缺乏动能，市场参与者在权衡美联储提早加息前景与新冠感染人数增加的影响。收益率上升提高了持有不生息资产黄金的机会成本，不过黄金受到避险需求的支撑。","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008803250,"gmtCreate":1641398187186,"gmtModify":1676533610667,"author":{"id":"3575983623700639","authorId":"3575983623700639","name":"DERRICK0202","avatar":"https://static.tigerbbs.com/292eb3c2a26aa7f1304b02f8c67831a3","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575983623700639","authorIdStr":"3575983623700639"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008803250","repostId":"1161285683","repostType":2,"repost":{"id":"1161285683","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1641394018,"share":"https://ttm.financial/m/news/1161285683?lang=&edition=fundamental","pubTime":"2022-01-05 22:46","market":"us","language":"zh","title":"热门中概股多数反弹，阿里巴巴涨超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1161285683","media":"老虎资讯综合","summary":"1月5日，热门中概股多数反弹，爱奇艺涨超6%，阿里巴巴、腾讯音乐、高途、欢聚集团、虎牙涨超4%，拼多多涨超3%","content":"<html><head></head><body><p>1月5日，热门中概股多数反弹，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨超6%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>、<a href=\"https://laohu8.com/S/GOTU\">高途</a>、<a href=\"https://laohu8.com/S/YY\">欢聚集团</a>、<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>涨超4%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨超3%</p><p><img src=\"https://static.tigerbbs.com/3de0f9ab1d92c8984da88e649ded7f2e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></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>热门中概股多数反弹，阿里巴巴涨超4%</title>\n<style 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href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨超6%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>、<a href=\"https://laohu8.com/S/GOTU\">高途</a>、<a href=\"https://laohu8.com/S/YY\">欢聚集团</a>、<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>涨超4%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨超3%</p><p><img src=\"https://static.tigerbbs.com/3de0f9ab1d92c8984da88e649ded7f2e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"BK4527":"明星科技股","BK4535":"淡马锡持仓","BK4538":"云计算","QNETCN":"纳斯达克中美互联网老虎指数","BK4526":"热门中概股","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4505":"高瓴资本持仓","BK4524":"宅经济概念","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","BK4565":"NFT概念","09988":"阿里巴巴-W","PDD":"拼多多","TTTN":"老虎中美互联网巨头ETF","BK4554":"元宇宙及AR概念","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4558":"双十一","BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161285683","content_text":"1月5日，热门中概股多数反弹，爱奇艺涨超6%，阿里巴巴、腾讯音乐、高途、欢聚集团、虎牙涨超4%，拼多多涨超3%","news_type":1},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008803651,"gmtCreate":1641398177763,"gmtModify":1676533610667,"author":{"id":"3575983623700639","authorId":"3575983623700639","name":"DERRICK0202","avatar":"https://static.tigerbbs.com/292eb3c2a26aa7f1304b02f8c67831a3","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575983623700639","authorIdStr":"3575983623700639"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008803651","repostId":"2201234636","repostType":2,"repost":{"id":"2201234636","kind":"news","pubTimestamp":1641394214,"share":"https://ttm.financial/m/news/2201234636?lang=&edition=fundamental","pubTime":"2022-01-05 22:50","market":"us","language":"zh","title":"快讯| 热门中概股集体反弹，斗鱼涨超7%，爱奇艺涨超6%，阿里巴巴涨超5%，微博、网易有道涨近4%，拼多多涨超3%。","url":"https://stock-news.laohu8.com/highlight/detail?id=2201234636","media":"腾讯自选股","summary":"热门中概股集体反弹，斗鱼涨超7%，爱奇艺涨超6%，阿里巴巴涨超5%，微博、网易有道涨近4%，拼多多涨超3%。","content":"<html><body><article><p>热门中概股集体反弹，<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>涨超7%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨超6%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨超5%，<a href=\"https://laohu8.com/S/WB\">微博</a>、网易有道涨近4%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨超3%。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>快讯| 热门中概股集体反弹，斗鱼涨超7%，爱奇艺涨超6%，阿里巴巴涨超5%，微博、网易有道涨近4%，拼多多涨超3%。</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","BK4501":"段永平概念","BK4526":"热门中概股","BK4552":"Archegos爆仓风波概念","BK4122":"互联网与直销零售","BK4503":"景林资产持仓","BABA":"阿里巴巴","09898":"微博-SW","BK4510":"在线教育","BK4505":"高瓴资本持仓","BK4085":"互动家庭娱乐","BK4558":"双十一","BK4504":"桥水持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4509":"腾讯概念","BK4548":"巴美列捷福持仓","DAO":"有道","BK4513":"直播概念","IQ":"爱奇艺","BK4531":"中概回港概念","BK4553":"喜马拉雅资本持仓","BK4204":"教育服务","BK4108":"电影和娱乐","PDD":"拼多多","DOYU":"斗鱼","09988":"阿里巴巴-W","BK4506":"内地教育股","WB":"微博","TTTN":"老虎中美互联网巨头ETF"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202201052059347b7d999b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2201234636","content_text":"热门中概股集体反弹，斗鱼涨超7%，爱奇艺涨超6%，阿里巴巴涨超5%，微博、网易有道涨近4%，拼多多涨超3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888598918,"gmtCreate":1631504900234,"gmtModify":1676530560340,"author":{"id":"3575983623700639","authorId":"3575983623700639","name":"DERRICK0202","avatar":"https://static.tigerbbs.com/292eb3c2a26aa7f1304b02f8c67831a3","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575983623700639","authorIdStr":"3575983623700639"},"themes":[],"htmlText":"Great article ?","listText":"Great article ?","text":"Great article ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/888598918","repostId":"889856329","repostType":1,"repost":{"id":889856329,"gmtCreate":1631142431361,"gmtModify":1676530476338,"author":{"id":"3562206499105387","authorId":"3562206499105387","name":"CY_Ng","avatar":"https://static.tigerbbs.com/eba016392472f02387b5ae5505dbc524","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562206499105387","authorIdStr":"3562206499105387"},"themes":[],"title":"投資了一家學院，公司還可以保持好像去年那樣的高成長嗎？- 8VI & 8IH","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/8VI.AU\">$8VIC(8VI.AU)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/8IH.AU\">$8I Holdings Ltd(8IH.AU)$</a>&nbsp;按進來看看這個文章的你，應該是8VI價值學院學生吧，也應該有投資了學院的股票。股價一年的走勢8VI是間新加波公司在澳洲上市。公司股價在一年前的$0.60已經漲了幾倍到現在的$4.85。本人也是VI College學生，但並沒在$0.60時購買該公司股票，但也在公司股價比較低位時開始投資。直到現在，已經賣了75%原有的倉位。我不是神，沒買在最低位，也沒賣在最高位。其實爲什麼我把手上大部分持倉都賣了，其中一個原因是因爲覺得公司增長速度應該沒那麼快了，去年因爲馬來西亞和新加波疫情，公司成功轉型而且賺了很多錢。今年第一季營業額也不錯，和去年比較，上漲了35%。公司今年第一季營業額雖然起了，但如果你有閱讀公司Annoucement，其實公司第一季的學生是減少了5%，營業額上漲是因爲公司平均每位學生學費從去年的每人$803 上漲到$1,149。我心裏的第一個問題是公司有能力增加更多學生嗎？第二是去年第一季因爲每位學生學費很低，今年因爲平均消費上漲所以營業額漲了35%。但如果你看看去年其實第二季度平均學費已經是每位學生$1,000了。如果第二季學生沒增加，平均學費也沒增加多少，那基本上營業額也不會爆漲。但最近我發現，其實學院已經開始調高了課程收費，比如去年VIOS+ 價錢是 RM7,499，但今年已漲到RM7,999了。IW 如果沒記錯，去年是RM24,999，今年是RM29,999。公司開始調高收費來增加平均每位學生收費。當然以上平均學費並不完全正確，因爲公","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/8VI.AU\">$8VIC(8VI.AU)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/8IH.AU\">$8I Holdings Ltd(8IH.AU)$</a>&nbsp;按進來看看這個文章的你，應該是8VI價值學院學生吧，也應該有投資了學院的股票。股價一年的走勢8VI是間新加波公司在澳洲上市。公司股價在一年前的$0.60已經漲了幾倍到現在的$4.85。本人也是VI College學生，但並沒在$0.60時購買該公司股票，但也在公司股價比較低位時開始投資。直到現在，已經賣了75%原有的倉位。我不是神，沒買在最低位，也沒賣在最高位。其實爲什麼我把手上大部分持倉都賣了，其中一個原因是因爲覺得公司增長速度應該沒那麼快了，去年因爲馬來西亞和新加波疫情，公司成功轉型而且賺了很多錢。今年第一季營業額也不錯，和去年比較，上漲了35%。公司今年第一季營業額雖然起了，但如果你有閱讀公司Annoucement，其實公司第一季的學生是減少了5%，營業額上漲是因爲公司平均每位學生學費從去年的每人$803 上漲到$1,149。我心裏的第一個問題是公司有能力增加更多學生嗎？第二是去年第一季因爲每位學生學費很低，今年因爲平均消費上漲所以營業額漲了35%。但如果你看看去年其實第二季度平均學費已經是每位學生$1,000了。如果第二季學生沒增加，平均學費也沒增加多少，那基本上營業額也不會爆漲。但最近我發現，其實學院已經開始調高了課程收費，比如去年VIOS+ 價錢是 RM7,499，但今年已漲到RM7,999了。IW 如果沒記錯，去年是RM24,999，今年是RM29,999。公司開始調高收費來增加平均每位學生收費。當然以上平均學費並不完全正確，因爲公","text":"$8VIC(8VI.AU)$ $8I Holdings Ltd(8IH.AU)$ 按進來看看這個文章的你，應該是8VI價值學院學生吧，也應該有投資了學院的股票。股價一年的走勢8VI是間新加波公司在澳洲上市。公司股價在一年前的$0.60已經漲了幾倍到現在的$4.85。本人也是VI College學生，但並沒在$0.60時購買該公司股票，但也在公司股價比較低位時開始投資。直到現在，已經賣了75%原有的倉位。我不是神，沒買在最低位，也沒賣在最高位。其實爲什麼我把手上大部分持倉都賣了，其中一個原因是因爲覺得公司增長速度應該沒那麼快了，去年因爲馬來西亞和新加波疫情，公司成功轉型而且賺了很多錢。今年第一季營業額也不錯，和去年比較，上漲了35%。公司今年第一季營業額雖然起了，但如果你有閱讀公司Annoucement，其實公司第一季的學生是減少了5%，營業額上漲是因爲公司平均每位學生學費從去年的每人$803 上漲到$1,149。我心裏的第一個問題是公司有能力增加更多學生嗎？第二是去年第一季因爲每位學生學費很低，今年因爲平均消費上漲所以營業額漲了35%。但如果你看看去年其實第二季度平均學費已經是每位學生$1,000了。如果第二季學生沒增加，平均學費也沒增加多少，那基本上營業額也不會爆漲。但最近我發現，其實學院已經開始調高了課程收費，比如去年VIOS+ 價錢是 RM7,499，但今年已漲到RM7,999了。IW 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