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2022-05-24

Good

Apple: This Is A Blessing For Dividend Growth Investors

2021-05-04

Redistribution of wealth

比尔盖茨宣布离婚！超级富豪离婚的代价有多大？

2021-03-01

I believe in both tsla and btc.

'Build Me An Ark': The Tsunami Of Risk Of Tesla-Bitcoin-Cathie Wood Is Coming

2021-06-21

I trust in Cathie wood

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2021-04-13

Good as I have arkk and arkw

特斯拉盘中涨超5%，市值重回7000亿美元

2021-03-27

Tsla will hit three trillions

Sorry, the original content has been removed

2021-03-24

Ok

美国养老金大调仓，“抛股买债”会冲垮市场吗？

2021-04-01

Good

开盘：恒指高开0.76%，重磅科技股普涨

2021-03-30

Good. Nasdaq will follow

恒生科技指数涨幅扩大至2%，京东健康涨8%

2021-03-25

Hold

昨夜今晨：海外市场再起波澜！美股跳水、中概股遭血洗

2021-05-26

Time in the market beat timing the market. Ignore all the noise

标普500 ETF做空比例升至年内最高！美股将回调？

2021-05-26

100k soon

比特币重回40000美元/枚，日内涨幅扩大至逾4%

2021-05-26

Good

财报前瞻：小米手机业务稳健，印度市场引发担忧

2021-05-21

Good

Sorry, the original content has been removed

2021-05-06

Good

PayPal第一季度净利润同比大增1206%，股价盘后涨超4%

2021-05-04

Good new york

昨夜今晨：纽约解封！经济重启概念股领涨美股

2021-05-02

Good sharing

Sorry, the original content has been removed

2021-04-01

Good

恒生科技指数大涨超3%，大型科技股拉升

2021-03-31

Xiaomi gogo

小米集团午后转跌，成交额近70亿港元

2021-03-29

Cry

特斯拉跌超3%，再度失守600美元关口

Go to Tiger App to see more news

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17:22","market":"us","language":"en","title":"Apple: This Is A Blessing For Dividend Growth Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2237835951","media":"seekingalpha","summary":"SummaryIn this article, I start by explaining why I haven't added to Apple since last year using my ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>In this article, I start by explaining why I haven&#39;t added to Apple since last year using my macroeconomic view.</li><li>While stock price weakness isn&#39;t fun, investors can use better prices to get access to one of the best dividend growth stocks on the market.</li><li>Apple is sitting on a load of cash, and future high free cash flow will fuel both buybacks and dividend growth.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c8c050cfb147c509947da8a7709b03d\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>Feline Lim/Getty Images News</span></p><p><b>Introduction</b></p><p>I own one dividend growth stock that is officially part of the technology sector. That stock is <b>Apple Inc. (</b><b>NASDAQ:AAPL</b><b>)</b>. It&#39;s one of my favorite investments despite its somewhat subdued exposure in my portfolio and the fact that I rarely cover the stock. I have 3.7% of my portfolio in Apple, which is below my portfolio average of 4.3%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40a49ae31038734f82bf7edfe90dc9b3\" tg-width=\"640\" tg-height=\"321\" width=\"100%\" height=\"auto\"/><span>Author Portfolio</span></p><p>The reason why I haven&#39;t covered the stock since May 9, 2021, is the same reason why the stock is still way too small in my portfolio: macro developments. In this article, I will explain why Apple is doing so poorly after I wrote in 2021 that inflation would become a serious issue - especially with regard to the Federal Reserve&#39;s actions. However, while the current stock market isn&#39;t fun for long-only (long-term) investors, I&#39;m actually incredibly excited to see that Apple is doing so poorly. It provides us dividend growth investors with an opportunity to add at much better prices that will provide us with long-term opportunities to add substantial wealth to our portfolios. Apple is one of the stocks that need serious weakness to make sense for dividend growth investors.</p><p>In this article, I invite you to read my thoughts on macro, Apple, and my strategy in this market.</p><p>I will also explain why buying a very low yield makes sense for the &#34;average&#34; dividend investor.</p><p>So, let&#39;s get to it!</p><p><b>A Quick Look Back</b></p><p>Let&#39;s start with some transparency. I bought Apple in 2021 at an average price of $123.68. I haven&#39;t bought more shares since then for one big reason: I wasn&#39;t a fan of technology and &#34;growth&#34; stocks given the macro environment.</p><p>Last year, I wrote the following paragraph:</p><blockquote>When I say Apple&#39;s Achilles&#39; heel, I mean its sensitivity in times of rising inflation. I am not afraid of the competition potentially beating Apple long-term (i.e., Microsoft (MSFT)), and I am not afraid of recessions. While a recession will keep pressure on Apple for 1-2 years (on average), underperformance due to inflation is Apple&#39;s real enemy.</blockquote><p>Also, the following part applies here given what I&#39;m about to show you next:</p><blockquote>While highly speculative stocks get butchered, Apple is holding up very well as the company is what I consider to be the perfect mix of growth AND value. The company is not only expected to generate high growth in the future but also reward its investors already with massive buybacks and significant dividend hikes.</blockquote><p><b>Inflation &amp; Key Macro</b></p><p>Unfortunately, I was right as inflation did become a big issue. Consumer price inflation in the United States is now above 8%. The situation in key markets like Europe isn&#39;t much better as the reasons why inflation is high are similar in various economic &#34;hotspots.&#34;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f60ef1a56fde1bce88cc43d9f09dd81e\" tg-width=\"640\" tg-height=\"385\" width=\"100%\" height=\"auto\"/><span>St. Louis Federal Reserve</span></p><p>It all started in 2020 when lockdowns hurt supply chains. Inventories were empty and demand imploded in various sectors/industries. Then, demand came back roaring, yet there was no way for supply to rebound just as quickly. It hurt global shipping, manufacturing input prices, commodity prices, and much more. These problems still aren&#39;t gone as China started to lock down its cities again. Right now, this is once again causing supply chain issues to worsen in US ports. Add to this that energy markets are seeing severe supply/demand imbalances as drillers aren&#39;t able or willing to increase production. Oil prices are above $100 despite Chinese lockdowns, economic growth fears, and an aggressive Federal Reserve.</p><p>Add to this the war in Ukraine and the (related) food crisis that is slowly weakening the consumer where it hurts most: in essential purchases.</p><p>Moreover, central banks blew up their balance sheets like there was no tomorrow in 2020. Between the start of 2020 and the end of 2021, major central banks (Fed, ECB, Bank of Japan, People&#39;s Bank of China) raised their combined assets from $21 trillion to more than $31 trillion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c3ac383ba9a99dd86c06e7a1d1c4672\" tg-width=\"640\" tg-height=\"391\" width=\"100%\" height=\"auto\"/><span>Yardeni Research, Inc</span></p><p>In other words, a decreasing number of goods (and services) due to supply chain issues were chased by an ever-increasing amount of cash. It supported stock prices, home values, crypto, NFTs, and pretty much everything else that was perceived to have value.</p><p>Fast forward to 2022 and we&#39;re in a situation where things are different. Inflation is high, supply chains are still broken, economic growth is slowing, and the Federal Reserve is expected to hike aggressively - in this case, while economic growth is weakening.</p><p>As my friend and macro expert Nick Glinsman wrote last week, the Fed could be even more aggressive to tame inflation than some expect right now.</p><blockquote>When thinking about the Federal Reserve&#39;s job in getting inflation down, we often talk about real rates as measured by TIPS. However, instead we should be thinking about the gap between the Fed Funds rate and the consumer price index. <b><i>This measurement, what I would call the &#34;real&#34; real rate, shows just how far we are from having a positive reading. It may be the case the amount of tightening needed to tame inflation is much greater than many realize. In fact, if the Fed were to ignore this measure, it risks throwing the economy into a recession without actually getting inflation under control.</i></b></blockquote><blockquote>Real 10-year rates measured by TIPS are just barely positive right now, whereas there&#39;s a much larger gap between US CPI at 8.3% and the Fed Funds rate at 1%. If you look at the last inflationary period during the 1980s, it took years of the Fed Funds rate exceeding CPI for the Paul Volcker-led Fed to bring inflation down durably.</blockquote><p>What this means is that the Fed Funds futures&#39; terminal rate estimate of 3.25% in March 2023 may not be enough to tame inflation. The Fed said it will keep raising rates until inflation falls towards its 2% target. As it&#39;s doubtful that inflation will fall to 3.25% by March, more aggressive hikes might be needed.</p><p>After all, a big part of inflation is caused by issues the Fed cannot influence. The Fed cannot solve the war in Ukraine, it cannot increase oil production, it cannot add labor supply, and it cannot convince China to refrain from implementing new lockdowns.</p><p>As a result, investors are de-risking their portfolios. The S&amp;P 500 is down roughly 18.2% from its all-time high including dividends. The ARK Innovation <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a> (ARKK) is down 73% from its all-time high as investors have sold high-growth stocks. The tech-heavy QQQ ETF (QQQ) is down 28.4%. Apple has lost roughly a quarter of its value.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf1db187341ca70bc3ac9712ed7b1a38\" tg-width=\"635\" tg-height=\"467\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>In other words, not only has Apple been one of the best performers since the pandemic, but it&#39;s also doing rather well during the ongoing pandemic - compared to stocks that also shined prior to the sell-off. However, the company is not the world&#39;s most valuable company anymore, as it has been overtaken by oil giant Saudi Aramco as reported by the Wall Street Journal.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b49573a475c5d3aa00023b64dc551840\" tg-width=\"640\" tg-height=\"167\" width=\"100%\" height=\"auto\"/><span>Wall Street Journal</span></p><p>With that said, I could not care less. If anything, I&#39;m very happy that Apple is down because I expected that inflation would hurt growth stocks.</p><p>On top of that, long-term investors should cheer on these buying opportunities as Apple is far more than a &#34;growth&#34; stock. As I wrote in 2021 and in this article, Apple is the perfect mix between growth and value. It helped the stock outperform the market in the past and it protects investors in times when pure-growth plays are getting butchered.</p><p>Over the past 10 years, Apple is still up more than 700% including dividends. That&#39;s more than twice the return of the S&amp;P 500.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/013294d2067837f9d7cb002dfe92a989\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>With that said, market turmoil is opening up new opportunities that I want to use given my rather low Apple exposure.</p><p><b>Apple&#39;s Growth &amp; Value</b></p><p>Not only did I rename my <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> account to Growth &amp; Value, but the growth and value approach is also the cornerstone of my dividend growth portfolio, which is roughly 95% of my entire net worth.</p><p>As the current market environment shows so well, the stocks that deliver both growth and value are the best performers. In this case, I consider &#34;value&#34; to be a company&#39;s ability to generate free cash flow used to maintain a healthy balance sheet and pay a growing dividend and the option to buy back shares. The &#34;growth&#34; aspect is straightforward as I dislike companies that are only able to pay a high yield without being able to grow, i.e., sales, EBITDA, and whatnot.</p><p>The graph below is important for what I&#39;m about to say next. I used this graph in a recent dividend growth-focused article as it shows that historically speaking companies with both growth and value have outperformed the (equal-weight) market by a mile. Dividend growers are not just providing a stream of cash for shareholders, but the fact that they are able to pay a growing dividend shows that their businesses are in a good place. Companies that paid a dividend without growth did also well, yet they underperformed growers by a mile.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0ce5f82c39538e470817e836cae2c445\" tg-width=\"1344\" tg-height=\"760\" width=\"100%\" height=\"auto\"/><span>Hartford Funds</span></p><p>Apple has consistently grown its dividend since 2012, when it initiated a dividend for the first time since 1995. Seeking Alpha rates Apple&#39;s dividend growth &#34;A+&#34; compared to its industry peers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/08519cb0f5665a767133e4000b721ff9\" tg-width=\"640\" tg-height=\"212\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p>The current quarterly dividend is $0.23 per share after the company announced a 4.5% hike on April 28. This translates to $0.92 per year, which is a 0.67% yield based on a $138 stock price. This means the chart I used last year is relevant again (the one below). Back then, the yield was 0.68% based on a $130 stock price. It happens every now and then that dividend investors get upset when I give them a company with a yield of 0.7%. 0.7% isn&#39;t a lot, that&#39;s right. $10,000 invested in Apple will result in $70 annual dividends. That won&#39;t get you very far - and $10,000 is a lot of money to a lot of people.</p><p>Last year, the company hiked its dividend by 7.3%. In 2020, the company hiked by 6.5%. In 2019, the company hiked by 5.5%. Over the past 5 years, the average annual hike is 8.8%.</p><p>For the sake of simplicity, let&#39;s assume the company maintains long-term dividend growth of 10% (above its current average). That would result in a yield on cost of 4.2% in 2040. That&#39;s roughly 18 years from now.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7aa214bb0832816d9543aee8bfc0347d\" tg-width=\"1054\" tg-height=\"385\" width=\"100%\" height=\"auto\"/><span>Author</span></p><p>4.2% on cost ends up being $420 in dividends (based on the $10,000 example - without adding shares). I doubt that will get us very far in 2040.</p><p>So, why am I still so happy to discuss this dividend growth opportunity?</p><p>The key is that Apple will not become a high-yield stock anytime soon. Growth is high and Apple generates a LOT of free cash flow.</p><p>When Apple announced the aforementioned 4.5% dividend hike on April 28, it also announced a $90 billion increase to its existing buyback program.</p><p>This is what the company commented on its 2Q22 earnings call:</p><blockquote>Given the continued confidence we have in our business now and into the future, today our Board has authorized an additional $90 billion for share repurchases, as we maintain our goal of getting to net cash neutral, overtime. We&#39;re also raising our dividend by 5% to $0.23 a share and we continue to plan for annual increases in the dividend going forward.</blockquote><p>In that quarter, Apple bought back $22.9 billion worth of stock while returning $3.6 billion in dividends. In other words, the company&#39;s priority is obvious. It will distribute cash in the most tax-efficient way, which also benefits its bottom line. A lower number of shares outstanding equals higher earnings per share.</p><p>The graph below shows annual repurchases and dividends. Repurchases have exceeded $69 billion every single year since 2018.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7546779c8ff134551c0053e3cd707c06\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"/><span>TIKR.com</span></p><p>These buybacks allowed the company to reduce shares outstanding from 20.9 billion in 2017 to 16.7 billion at the end of 2021. That&#39;s a decline of 20% or roughly 4.4% per year.</p><p>While the company is not expected to be able to maintain its (EBITDA) margins in the years ahead, top-line growth is expected to provide a basis for $112 billion in FY2023 free cash flow and close to $120 billion in FY2024 free cash flow.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c344727f5093f16a14b3a102f280630d\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"/><span>TIKR.com</span></p><p>Using $112 billion in expected FCF as an example translates to an implied FCF yield of 5.0% of the company&#39;s $2.23 trillion market cap. In other words, the company could pay a dividend of 5.0% in FY2023 or buy back 5.0% of shares outstanding without using external funding or existing cash reserves.</p><p>With that said, there&#39;s a lot more cash to distribute. Apple&#39;s target to become net-cash neutral means it will have to distribute not only all of its free cash flow but also its net cash balance. Net cash occurs when a company has more cash than gross debt. It&#39;s negative net debt. Most companies have positive net debt. Apple has more cash than gross debt. At the end of FY2021, the company had $66 billion in net cash. Analysts expect that number to rise to more than $120 billion in the years ahead if the company doesn&#39;t buy back shares rather aggressively.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52935bab6d5db9f25a22d41fe7dacab3\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"/><span>TIKR.com</span></p><p>It also opens the door to major M&amp;A, which is why people have speculated that Apple may buy a company like Peloton (PTON), which is currently getting crushed on the stock market. However, while Apple isn&#39;t denying looking for bigger opportunities, it seems to work on its own products based on smaller acquisitions, which I believe is the way to go in that space.</p><p>According to Tim Cook:</p><blockquote>We acquire a lot of smaller companies today and we&#39;ll continue to do that for IP and for great talent. And -- but we don&#39;t discount doing something larger either if the opportunity presents itself.</blockquote><p>Now, onto the valuation.</p><p><b>Valuation &amp; Timing</b></p><p>Apple is down 22.5% year to date, which pushed its market cap to $2.23 trillion. When subtracting $93.2 billion in expected FY2023 net cash, we get an enterprise value of $2.14 trillion.</p><p>This is 15.8x next year&#39;s expected EBITDA of $135 billion. 15.8x is still above the company&#39;s pre-pandemic valuation, but well below prices investors were willing to pay in 2021 and most of 2020.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5514bb0b8494b8df2e8ce9f34bf019f\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>The stock price is now back to where it was in early 2021 after investors pushed the stock to more than $180 at the end of 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c5dabeac5b865aeffbd8e91d5b162ad\" tg-width=\"992\" tg-height=\"400\" width=\"100%\" height=\"auto\"/><span>FINVIZ</span></p><p>It&#39;s hard to predict where the stock will bottom. If ongoing issues are persistent, we could see $120, which is where the stock found a lot of support in the first half of 2021. Below that, I could see $110.</p><p>My strategy is to buy as close to my initial entry as possible ($123.69), if it falls below $120, I will buy more aggressively.</p><p>If you&#39;re new to Apple and looking to initiate a position, I think it&#39;s best to break up an initial investment. For example, buy 25% now and add gradually over time. That way investors get to average down if the stock continues its decline while it gives them a foot in the door if the stock suddenly bottoms and takes off.</p><p><b>Takeaway</b></p><p>Apple has gone nowhere since last year as inflation and related factors have made it impossible for growth stocks to continue their post-pandemic uptrend. However, Apple offers a great mix of both growth and value, which is why the damage to its stock price is somewhat limited compared to pure-growth plays. Apple is my favorite tech/consumer stock for a reason, which is its ability to generate a load of cash on top of its already stunning net cash position.</p><p>The company is dedicated to distributing its existing cash position and most of its free cash flow via buybacks on top of steadily growing dividends. While the dividend yield is low, I still recommend AAPL to dividend growth investors. As long as investors are not dependent on income from their investment, I have little doubt that investors will enjoy long-term outperforming capital gains thanks to aggressive buybacks and a business model relying on its successful tech products and services.</p><p>With that said, the ongoing market environment is tricky. As I explained in this article, the Fed is trying to get inflation down to 2%, which is a tough task due to factors the bank cannot directly influence. As a result, the Fed may have to be more aggressive than anticipated, which could hurt the economy more than expected at a time when consumers are already in a tough spot.</p><p>Nonetheless, in order to make Apple a successful long-term investment, we need stock price weakness. The valuation has gotten a lot better and if the stock continues to drop, I will add more aggressively.</p><p>Again, the stock market environment isn&#39;t fun, but buying Apple at better valuations is absolutely worth it as it gives us a high chance of long-term outperformance and wealth creation.</p><p>(Dis)agree? Let me know in the comments!</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: This Is A Blessing For Dividend Growth Investors</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: This Is A Blessing For Dividend Growth Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-24 17:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4513852-apple-this-is-a-blessing-for-dividend-growth-investors><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIn this article, I start by explaining why I haven't added to Apple since last year using my macroeconomic view.While stock price weakness isn't fun, investors can use better prices to get ...</p>\n\n<a href=\"https://seekingalpha.com/article/4513852-apple-this-is-a-blessing-for-dividend-growth-investors\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4513852-apple-this-is-a-blessing-for-dividend-growth-investors","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2237835951","content_text":"SummaryIn this article, I start by explaining why I haven't added to Apple since last year using my macroeconomic view.While stock price weakness isn't fun, investors can use better prices to get access to one of the best dividend growth stocks on the market.Apple is sitting on a load of cash, and future high free cash flow will fuel both buybacks and dividend growth.Feline Lim/Getty Images NewsIntroductionI own one dividend growth stock that is officially part of the technology sector. That stock is Apple Inc. (NASDAQ:AAPL). It's one of my favorite investments despite its somewhat subdued exposure in my portfolio and the fact that I rarely cover the stock. I have 3.7% of my portfolio in Apple, which is below my portfolio average of 4.3%.Author PortfolioThe reason why I haven't covered the stock since May 9, 2021, is the same reason why the stock is still way too small in my portfolio: macro developments. In this article, I will explain why Apple is doing so poorly after I wrote in 2021 that inflation would become a serious issue - especially with regard to the Federal Reserve's actions. However, while the current stock market isn't fun for long-only (long-term) investors, I'm actually incredibly excited to see that Apple is doing so poorly. It provides us dividend growth investors with an opportunity to add at much better prices that will provide us with long-term opportunities to add substantial wealth to our portfolios. Apple is one of the stocks that need serious weakness to make sense for dividend growth investors.In this article, I invite you to read my thoughts on macro, Apple, and my strategy in this market.I will also explain why buying a very low yield makes sense for the \"average\" dividend investor.So, let's get to it!A Quick Look BackLet's start with some transparency. I bought Apple in 2021 at an average price of $123.68. I haven't bought more shares since then for one big reason: I wasn't a fan of technology and \"growth\" stocks given the macro environment.Last year, I wrote the following paragraph:When I say Apple's Achilles' heel, I mean its sensitivity in times of rising inflation. I am not afraid of the competition potentially beating Apple long-term (i.e., Microsoft (MSFT)), and I am not afraid of recessions. While a recession will keep pressure on Apple for 1-2 years (on average), underperformance due to inflation is Apple's real enemy.Also, the following part applies here given what I'm about to show you next:While highly speculative stocks get butchered, Apple is holding up very well as the company is what I consider to be the perfect mix of growth AND value. The company is not only expected to generate high growth in the future but also reward its investors already with massive buybacks and significant dividend hikes.Inflation & Key MacroUnfortunately, I was right as inflation did become a big issue. Consumer price inflation in the United States is now above 8%. The situation in key markets like Europe isn't much better as the reasons why inflation is high are similar in various economic \"hotspots.\"St. Louis Federal ReserveIt all started in 2020 when lockdowns hurt supply chains. Inventories were empty and demand imploded in various sectors/industries. Then, demand came back roaring, yet there was no way for supply to rebound just as quickly. It hurt global shipping, manufacturing input prices, commodity prices, and much more. These problems still aren't gone as China started to lock down its cities again. Right now, this is once again causing supply chain issues to worsen in US ports. Add to this that energy markets are seeing severe supply/demand imbalances as drillers aren't able or willing to increase production. Oil prices are above $100 despite Chinese lockdowns, economic growth fears, and an aggressive Federal Reserve.Add to this the war in Ukraine and the (related) food crisis that is slowly weakening the consumer where it hurts most: in essential purchases.Moreover, central banks blew up their balance sheets like there was no tomorrow in 2020. Between the start of 2020 and the end of 2021, major central banks (Fed, ECB, Bank of Japan, People's Bank of China) raised their combined assets from $21 trillion to more than $31 trillion.Yardeni Research, IncIn other words, a decreasing number of goods (and services) due to supply chain issues were chased by an ever-increasing amount of cash. It supported stock prices, home values, crypto, NFTs, and pretty much everything else that was perceived to have value.Fast forward to 2022 and we're in a situation where things are different. Inflation is high, supply chains are still broken, economic growth is slowing, and the Federal Reserve is expected to hike aggressively - in this case, while economic growth is weakening.As my friend and macro expert Nick Glinsman wrote last week, the Fed could be even more aggressive to tame inflation than some expect right now.When thinking about the Federal Reserve's job in getting inflation down, we often talk about real rates as measured by TIPS. However, instead we should be thinking about the gap between the Fed Funds rate and the consumer price index. This measurement, what I would call the \"real\" real rate, shows just how far we are from having a positive reading. It may be the case the amount of tightening needed to tame inflation is much greater than many realize. In fact, if the Fed were to ignore this measure, it risks throwing the economy into a recession without actually getting inflation under control.Real 10-year rates measured by TIPS are just barely positive right now, whereas there's a much larger gap between US CPI at 8.3% and the Fed Funds rate at 1%. If you look at the last inflationary period during the 1980s, it took years of the Fed Funds rate exceeding CPI for the Paul Volcker-led Fed to bring inflation down durably.What this means is that the Fed Funds futures' terminal rate estimate of 3.25% in March 2023 may not be enough to tame inflation. The Fed said it will keep raising rates until inflation falls towards its 2% target. As it's doubtful that inflation will fall to 3.25% by March, more aggressive hikes might be needed.After all, a big part of inflation is caused by issues the Fed cannot influence. The Fed cannot solve the war in Ukraine, it cannot increase oil production, it cannot add labor supply, and it cannot convince China to refrain from implementing new lockdowns.As a result, investors are de-risking their portfolios. The S&P 500 is down roughly 18.2% from its all-time high including dividends. The ARK Innovation Pacer Swan SOS Fund of Funds ETF|ETF (ARKK) is down 73% from its all-time high as investors have sold high-growth stocks. The tech-heavy QQQ ETF (QQQ) is down 28.4%. Apple has lost roughly a quarter of its value.Data by YChartsIn other words, not only has Apple been one of the best performers since the pandemic, but it's also doing rather well during the ongoing pandemic - compared to stocks that also shined prior to the sell-off. However, the company is not the world's most valuable company anymore, as it has been overtaken by oil giant Saudi Aramco as reported by the Wall Street Journal.Wall Street JournalWith that said, I could not care less. If anything, I'm very happy that Apple is down because I expected that inflation would hurt growth stocks.On top of that, long-term investors should cheer on these buying opportunities as Apple is far more than a \"growth\" stock. As I wrote in 2021 and in this article, Apple is the perfect mix between growth and value. It helped the stock outperform the market in the past and it protects investors in times when pure-growth plays are getting butchered.Over the past 10 years, Apple is still up more than 700% including dividends. That's more than twice the return of the S&P 500.Data by YChartsWith that said, market turmoil is opening up new opportunities that I want to use given my rather low Apple exposure.Apple's Growth & ValueNot only did I rename my Twitter account to Growth & Value, but the growth and value approach is also the cornerstone of my dividend growth portfolio, which is roughly 95% of my entire net worth.As the current market environment shows so well, the stocks that deliver both growth and value are the best performers. In this case, I consider \"value\" to be a company's ability to generate free cash flow used to maintain a healthy balance sheet and pay a growing dividend and the option to buy back shares. The \"growth\" aspect is straightforward as I dislike companies that are only able to pay a high yield without being able to grow, i.e., sales, EBITDA, and whatnot.The graph below is important for what I'm about to say next. I used this graph in a recent dividend growth-focused article as it shows that historically speaking companies with both growth and value have outperformed the (equal-weight) market by a mile. Dividend growers are not just providing a stream of cash for shareholders, but the fact that they are able to pay a growing dividend shows that their businesses are in a good place. Companies that paid a dividend without growth did also well, yet they underperformed growers by a mile.Hartford FundsApple has consistently grown its dividend since 2012, when it initiated a dividend for the first time since 1995. Seeking Alpha rates Apple's dividend growth \"A+\" compared to its industry peers.Seeking AlphaThe current quarterly dividend is $0.23 per share after the company announced a 4.5% hike on April 28. This translates to $0.92 per year, which is a 0.67% yield based on a $138 stock price. This means the chart I used last year is relevant again (the one below). Back then, the yield was 0.68% based on a $130 stock price. It happens every now and then that dividend investors get upset when I give them a company with a yield of 0.7%. 0.7% isn't a lot, that's right. $10,000 invested in Apple will result in $70 annual dividends. That won't get you very far - and $10,000 is a lot of money to a lot of people.Last year, the company hiked its dividend by 7.3%. In 2020, the company hiked by 6.5%. In 2019, the company hiked by 5.5%. Over the past 5 years, the average annual hike is 8.8%.For the sake of simplicity, let's assume the company maintains long-term dividend growth of 10% (above its current average). That would result in a yield on cost of 4.2% in 2040. That's roughly 18 years from now.Author4.2% on cost ends up being $420 in dividends (based on the $10,000 example - without adding shares). I doubt that will get us very far in 2040.So, why am I still so happy to discuss this dividend growth opportunity?The key is that Apple will not become a high-yield stock anytime soon. Growth is high and Apple generates a LOT of free cash flow.When Apple announced the aforementioned 4.5% dividend hike on April 28, it also announced a $90 billion increase to its existing buyback program.This is what the company commented on its 2Q22 earnings call:Given the continued confidence we have in our business now and into the future, today our Board has authorized an additional $90 billion for share repurchases, as we maintain our goal of getting to net cash neutral, overtime. We're also raising our dividend by 5% to $0.23 a share and we continue to plan for annual increases in the dividend going forward.In that quarter, Apple bought back $22.9 billion worth of stock while returning $3.6 billion in dividends. In other words, the company's priority is obvious. It will distribute cash in the most tax-efficient way, which also benefits its bottom line. A lower number of shares outstanding equals higher earnings per share.The graph below shows annual repurchases and dividends. Repurchases have exceeded $69 billion every single year since 2018.TIKR.comThese buybacks allowed the company to reduce shares outstanding from 20.9 billion in 2017 to 16.7 billion at the end of 2021. That's a decline of 20% or roughly 4.4% per year.While the company is not expected to be able to maintain its (EBITDA) margins in the years ahead, top-line growth is expected to provide a basis for $112 billion in FY2023 free cash flow and close to $120 billion in FY2024 free cash flow.TIKR.comUsing $112 billion in expected FCF as an example translates to an implied FCF yield of 5.0% of the company's $2.23 trillion market cap. In other words, the company could pay a dividend of 5.0% in FY2023 or buy back 5.0% of shares outstanding without using external funding or existing cash reserves.With that said, there's a lot more cash to distribute. Apple's target to become net-cash neutral means it will have to distribute not only all of its free cash flow but also its net cash balance. Net cash occurs when a company has more cash than gross debt. It's negative net debt. Most companies have positive net debt. Apple has more cash than gross debt. At the end of FY2021, the company had $66 billion in net cash. Analysts expect that number to rise to more than $120 billion in the years ahead if the company doesn't buy back shares rather aggressively.TIKR.comIt also opens the door to major M&A, which is why people have speculated that Apple may buy a company like Peloton (PTON), which is currently getting crushed on the stock market. However, while Apple isn't denying looking for bigger opportunities, it seems to work on its own products based on smaller acquisitions, which I believe is the way to go in that space.According to Tim Cook:We acquire a lot of smaller companies today and we'll continue to do that for IP and for great talent. And -- but we don't discount doing something larger either if the opportunity presents itself.Now, onto the valuation.Valuation & TimingApple is down 22.5% year to date, which pushed its market cap to $2.23 trillion. When subtracting $93.2 billion in expected FY2023 net cash, we get an enterprise value of $2.14 trillion.This is 15.8x next year's expected EBITDA of $135 billion. 15.8x is still above the company's pre-pandemic valuation, but well below prices investors were willing to pay in 2021 and most of 2020.Data by YChartsThe stock price is now back to where it was in early 2021 after investors pushed the stock to more than $180 at the end of 2021.FINVIZIt's hard to predict where the stock will bottom. If ongoing issues are persistent, we could see $120, which is where the stock found a lot of support in the first half of 2021. Below that, I could see $110.My strategy is to buy as close to my initial entry as possible ($123.69), if it falls below $120, I will buy more aggressively.If you're new to Apple and looking to initiate a position, I think it's best to break up an initial investment. For example, buy 25% now and add gradually over time. That way investors get to average down if the stock continues its decline while it gives them a foot in the door if the stock suddenly bottoms and takes off.TakeawayApple has gone nowhere since last year as inflation and related factors have made it impossible for growth stocks to continue their post-pandemic uptrend. However, Apple offers a great mix of both growth and value, which is why the damage to its stock price is somewhat limited compared to pure-growth plays. Apple is my favorite tech/consumer stock for a reason, which is its ability to generate a load of cash on top of its already stunning net cash position.The company is dedicated to distributing its existing cash position and most of its free cash flow via buybacks on top of steadily growing dividends. While the dividend yield is low, I still recommend AAPL to dividend growth investors. As long as investors are not dependent on income from their investment, I have little doubt that investors will enjoy long-term outperforming capital gains thanks to aggressive buybacks and a business model relying on its successful tech products and services.With that said, the ongoing market environment is tricky. As I explained in this article, the Fed is trying to get inflation down to 2%, which is a tough task due to factors the bank cannot directly influence. As a result, the Fed may have to be more aggressive than anticipated, which could hurt the economy more than expected at a time when consumers are already in a tough spot.Nonetheless, in order to make Apple a successful long-term investment, we need stock price weakness. The valuation has gotten a lot better and if the stock continues to drop, I will add more aggressively.Again, the stock market environment isn't fun, but buying Apple at better valuations is absolutely worth it as it gives us a high chance of long-term outperformance and wealth creation.(Dis)agree? Let me know in the comments!","news_type":1},"isVote":1,"tweetType":1,"viewCount":736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147214262,"gmtCreate":1626359328656,"gmtModify":1703758671517,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/147214262","repostId":"1115836026","repostType":4,"repost":{"id":"1115836026","kind":"news","pubTimestamp":1626345781,"share":"https://ttm.financial/m/news/1115836026?lang=&edition=fundamental","pubTime":"2021-07-15 18:43","market":"us","language":"zh","title":"ARK Q2报告出炉：“女股神”对后市做出惊人判断","url":"https://stock-news.laohu8.com/highlight/detail?id=1115836026","media":"美港电讯","summary":"6月回归成长股之下ARKK跑赢，这些股票的贡献最大。","content":"<p><b>季度评论</b></p>\n<p>在第二季度，随着多国成功广泛接种疫苗后开始重启经济，以标普500指数和MSCI全球指数衡量的全球股指继续升值。在美国国会山，拜登政府继续就可能成为两党共识的基建法案和另一项经济刺激方案进行协商。与此同时，在方舟投资(ARK INVEST )看来，由于130个国家中的绝大多数都签署了最低公司税率协议，美国大幅提高资本利得和所得税的可能性已经下降。如果该协议在10月获得批准，将对大型跨国公司征收15%的最低税率。随着10年期美国国债收益率跌至1.47%，远低于3月底创下的1.74%峰值，美债收益率曲线略微趋平。换句话说，债券市场的表现似乎没有证实最近占据头条的对通胀担忧。</p>\n<p><b>在方舟投资看来，通货膨胀将被证明是暂时的</b>，因为去年新冠疫情危机时期价格崩溃引起了基数效应，以及供应链瓶颈可能引起的订单需求翻倍，而这种需求变化可能进一步导致大量库存积压以及大宗商品的价格崩溃。除了石油以外，大宗商品市场的裂缝已经很明显了。与第二季度的峰值相比，木材价格从每千板英尺1686美元下跌至716美元，跌幅超过57%；铜价从每磅4.78美元下跌至4.16美元，跌幅约为13%。尽管股东们要求削减与能源相关的资本支出，但油价可能不会落后太多。不过，如果拼车领域的司机转向使用电动汽车，并以相较传统汽油汽车更低的总成本获得新车，油价的下跌可能会加剧。</p>\n<p>在方舟投资看来，加剧的周期性通缩分为两种通缩，一种对经济活动有利，另一种对经济活动有害。创新是良性通缩的源泉，因为学习曲线会削减成本提高生产力。然而，许多公司并没有投资并利用如今不断发展的14项技术所带来的指数级机会，而是迎合了那些要求“现在”就取得业绩的眼光短浅的股东，利用资产负债表回购股票、提高收益和增加股息。其结果是，面对与老化产品和服务相关的脱媒与中断，这些公司可能被迫降价以清理库存、偿还庞大的债务，从而导致通缩，对经济活动产生有害影响。</p>\n<p><b>如果方舟投资的判断是对的，即经济前景的风险不是通胀，而是通缩，那么名义GDP增长很可能远低于预期，这意味着罕见的两位数增长将会到来。成长股，特别是创新驱动型股票可能成为主要受益者。</b></p>\n<p><b>在第二季度的后半段，价值股让位于业绩增长股。</b>5月中旬，随着大宗商品价格飙升，从增长/创新转向价值/周期性战略的势头增强。方舟投资认为，这种轮换扩大并强化了牛市，防止了另一轮科技和电信泡沫，并可能为基于创新的战略提供又一动力。5月下旬和6月，在成长股估值重置和木材、铜等大宗商品价格下跌之后，投资者开始放弃价值/周期性类股，回归成长/创新类股。方舟投资认为，新冠肺炎危机对世界的改变是显著且持久的，表明许多创新驱动的股票在未来5至10年可能成为回报可观的资产。</p>\n<p><b>在过去6到9个月的周期循环中，最大的受益者是能源和金融服务行业。</b>方舟投资认为，这两个行业将在未来5年将被创新行业严重打击。在方舟投资看来，自动电动汽车和数字钱包，包括加密货币和与区块链技术有更广泛联系的去中心化金融服务(DeFi)，将在未来五年给能源和金融服务产生巨大的破坏和脱媒影响。</p>\n<p>在第二季度，方舟投资的5只主动型管理ETF和2只自编指数ETF有虽所回升，但仍跑输了标普500指数和MSCI全球指数。不过，方舟创新ETF (ARKK)，即方舟投资颠覆性创新主题股票的投资组合，跑赢了大盘指数。</p>\n<p><b>ARK自动技术和机器人ETF (ARKQ)在本季度跑输大盘指数。</b>跌幅较大的股票包括Workhorse Group(WKHS)和维珍银河(SPCE)。由于美国国会未能就邮政局车队改用电动汽车一事澄清立场，Workhorse蒙受了损失。维珍银河股价下跌，不仅是因为应对来自蓝色起源和SpaceX的激烈竞争，也是因为该公司利润和收入低于预期、飞行推迟以及创始人理查德•布兰森(Richard Branson)决定出售股票。方舟投资同时抛售了WKHS和SPCE，利用了市场的下行波动，转而买入了估值较高的股票。</p>\n<p>贡献最大的股票包括3D Systems(DDD)和Alphabet(GOOG)。3D Systems公司在第一季度的收入和收益好于预期，股价因此上升。此外，3D Systems宣布与ColIPlant生物技术公司合作，将使用3D生物打印的再生软组织基质用于乳房侦察。在电子商务的推动下，谷歌的广告收入出现了显著回升。Alphabet还宣布了几项产品和服务计划，包括Pixel 5A 5G手机和Google Workspace的扩展，以及其云平台GCP相关的几份合同。</p>\n<p><b>ARK下一代互联网ETF (ARKW)在本季度跑输大盘指数。</b>跌幅较大的包括Crayscale Bitcoin Trust (GBTC)和Coinbase Global (COIN) 。随着比特币价格降幅超过45%，GBTC的价格也出现了下滑。我们认为，部分原因是埃隆•马斯克对比特币挖矿大量使用能源有了新的考虑。我们认为，当比特币挖矿被纳入太阳能+电池公用事业生态系统时，可能会比其他方式更快地加速可再生能源的普及。Coinbase也受到了比特币和其他加密资产下跌的影响。Coinbase成立于2012年，目前是全球领先的加密货币交易所之一，吸引了5600多万用户，这在一定程度上要归功于它的快速发展以及对政府监管的承诺。</p>\n<p>贡献最大的股票包括Roku (Roku)和Trade Desk (TTD)。Roku股价受益于强劲的营收和收益，尤其是其平台的广告收入和毛利润。Roku加大了对原创内容的投入，并在新冠肺炎危机期间持续获得用户收益。在这个动荡的季度，在Alphabet宣布将Google Chrome淘汰Cookie的时间表推迟到2023年后，Trade Desk股价上升。Trade Desk是一家广告技术公司，为用户提供程序化广告解决方案。</p>\n<p><b>ARK基因组革命ETF (ARKG)在本季度跑输大盘指数。</b>跌幅较大的有Teladoc Health (TDOC)和lovance Biotherapeutics (IOVA)。随着包括亚马逊在内的几家公司宣布打入数字医疗领域后，Teladoc Health股价下跌。方舟投资相信，Teladoc处理和分析数据的能力不逊于其他竞争对手，因此，Teladoc能成为远程医疗领域的领导者和众多服务的唯一提供者。从历史上看，美国的医疗保健数据高度分散，而Teladoc似乎正在克服这一障碍。在最近收购Livongo后，Teledoc数据和分析能力得到了提升。在lovance宣布其生物制剂许可申请(BLA)推迟6个月后，其股价下跌。此外，lovance透露，在过去五年担任首席执行官的玛丽亚·法迪斯(Maria Fardis)将离职。总法律顾问弗雷德里克·沃格特(Frederick Vogt)已担任临时首席执行官。方舟投资认为，肿瘤浸润淋巴细胞(TILs)是实体肿瘤最引人注目的治疗方法，而lovance拥有最可靠的肿瘤浸润淋巴细胞数据集。</p>\n<p>贡献最大的股票包括Intellia Therapeutics (NTLA)和CareDx (CDNA)。Intellia Therapeutics因首次在遗传性转甲状腺素蛋白淀粉样变性(hATTR)患者体内使用CRISPR/Cas9系统基因编辑疗法而创造了历史里程碑。到目前为止，遗传性转甲状腺素蛋白淀粉样变性患者的治疗选择仍然有限。Intellias的数据强调，编辑TTR基因可能实现一次性治疗，消除对慢性治疗的需要，这意味着一次性治愈是可能的。CareDx收购了专注于移植患者需求的移动应用提供商Transplant Hero,&nbsp;其股价也因此出现积极变化。CareDx正通过深入的基因组学专业知识、机器学习和患者纵向管理使移植医学实现现代化。</p>\n<p><b>ARK金融科技创新ETF (ARKF)在本季度跑输大盘指数。</b>跌幅较大的有包括Silvergate Capital (Sl)和Coinbase Global (COIN)。Silvergate Capital股价下跌，主要是因为比特币和其他加密货币的价格大幅下跌。Coinbase的表现也受到了影响。</p>\n<p>贡献最大的股票包括Shopify (SHOP)和Sea (SE)。Shopify持续转向电子商务，扩大了与Facebook和谷歌的合作关系，进而增加了Shop&nbsp;Pay接触商家的渠道，并战略收购了增强现实平台Primer，因此，其股价上涨。Sea自主开发的全球热门游戏《我要活下去》（Free Fire）非常火爆，而其电子商务平台Shopee的日均订单也大幅增长。</p>\n<p><b>ARK太空探索与创新ETF (ARKX)在本季度跑输大盘指数。</b>跌幅较大的有小松(KMTUY)和维珍银河(SPCE)。小松制作所建筑和矿业股普遍下跌而蒙受损失。方舟投资相信，小松将利用其作为顶级建筑和采矿设备供应商的地位，成为自动化设备领域的领导者。</p>\n<p>贡献最大的股票包括英伟达(Nvidia)和雷文工业(Raven Industries)。英伟达由于第一季度收益和指引好于预期，成功收购ARM的可能性也有所提升，半导体市场整体走势强劲等因素刺激股价上涨。在投资者日期间，英伟达还发布了Omniverse平台、Grace CPU和Al LaunchPad。今年6月，凯斯纽(CHN)宣布达成了以较高的溢价收购雷文工业的协议。雷文工业生产精准农业和高空气球设备，而凯斯纽是全球第二大农业设备制造商。</p>\n<p>在上面讨论的一些基金中，<b>ARK创新ETF (ARKK)本季度跑赢大盘</b>，其中最主要的贡献来自ROKU(ROKU)和Intellia Therapeutics (NTLA)，拖累表现的是TDOC和COIN。</p>\n<p><b>ARK的自编指数型ETF，3D打印创新ETF (PRNT)和以色列创新技术 ETF (IZRL)、PRNT跑输大盘。</b>在3D打印领域遭遇大规模抛售后，ExOne(XONE)成为大输家。ExOne是粘合剂喷射3D打印技术的先驱和全球领导者，这一技术也是惠普和Desktop Metal等同类公司正日益关注的重点。3D Systems表现最好。IZRL跑输大盘，生物科技股普遍遭抛售，Evogene (EVGN)成为大输家。该公司致力于研发提高食品、饲料和生物燃料行业的作物质量、生产效率和经济意义。这只基金中，InMode (INMD)的贡献最大，因为巴克莱银行发布了一份对医疗设备行业有利的报告，其中包括对InMode的积极展望。</p>","source":"lsy1606393433888","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>ARK Q2报告出炉：“女股神”对后市做出惊人判断</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\">\nARK Q2报告出炉：“女股神”对后市做出惊人判断\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-15 18:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://news.ushknews.com/mobile/details.html?id=1003486><strong>美港电讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>季度评论\n在第二季度，随着多国成功广泛接种疫苗后开始重启经济，以标普500指数和MSCI全球指数衡量的全球股指继续升值。在美国国会山，拜登政府继续就可能成为两党共识的基建法案和另一项经济刺激方案进行协商。与此同时，在方舟投资(ARK INVEST )看来，由于130个国家中的绝大多数都签署了最低公司税率协议，美国大幅提高资本利得和所得税的可能性已经下降。如果该协议在10月获得批准，将对大型跨国公司...</p>\n\n<a href=\"https://news.ushknews.com/mobile/details.html?id=1003486\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d875ae57a1b42a1d0d289994d6bd23b8","relate_stocks":{"ARKK":"ARK Innovation ETF"},"source_url":"https://news.ushknews.com/mobile/details.html?id=1003486","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115836026","content_text":"季度评论\n在第二季度，随着多国成功广泛接种疫苗后开始重启经济，以标普500指数和MSCI全球指数衡量的全球股指继续升值。在美国国会山，拜登政府继续就可能成为两党共识的基建法案和另一项经济刺激方案进行协商。与此同时，在方舟投资(ARK INVEST )看来，由于130个国家中的绝大多数都签署了最低公司税率协议，美国大幅提高资本利得和所得税的可能性已经下降。如果该协议在10月获得批准，将对大型跨国公司征收15%的最低税率。随着10年期美国国债收益率跌至1.47%，远低于3月底创下的1.74%峰值，美债收益率曲线略微趋平。换句话说，债券市场的表现似乎没有证实最近占据头条的对通胀担忧。\n在方舟投资看来，通货膨胀将被证明是暂时的，因为去年新冠疫情危机时期价格崩溃引起了基数效应，以及供应链瓶颈可能引起的订单需求翻倍，而这种需求变化可能进一步导致大量库存积压以及大宗商品的价格崩溃。除了石油以外，大宗商品市场的裂缝已经很明显了。与第二季度的峰值相比，木材价格从每千板英尺1686美元下跌至716美元，跌幅超过57%；铜价从每磅4.78美元下跌至4.16美元，跌幅约为13%。尽管股东们要求削减与能源相关的资本支出，但油价可能不会落后太多。不过，如果拼车领域的司机转向使用电动汽车，并以相较传统汽油汽车更低的总成本获得新车，油价的下跌可能会加剧。\n在方舟投资看来，加剧的周期性通缩分为两种通缩，一种对经济活动有利，另一种对经济活动有害。创新是良性通缩的源泉，因为学习曲线会削减成本提高生产力。然而，许多公司并没有投资并利用如今不断发展的14项技术所带来的指数级机会，而是迎合了那些要求“现在”就取得业绩的眼光短浅的股东，利用资产负债表回购股票、提高收益和增加股息。其结果是，面对与老化产品和服务相关的脱媒与中断，这些公司可能被迫降价以清理库存、偿还庞大的债务，从而导致通缩，对经济活动产生有害影响。\n如果方舟投资的判断是对的，即经济前景的风险不是通胀，而是通缩，那么名义GDP增长很可能远低于预期，这意味着罕见的两位数增长将会到来。成长股，特别是创新驱动型股票可能成为主要受益者。\n在第二季度的后半段，价值股让位于业绩增长股。5月中旬，随着大宗商品价格飙升，从增长/创新转向价值/周期性战略的势头增强。方舟投资认为，这种轮换扩大并强化了牛市，防止了另一轮科技和电信泡沫，并可能为基于创新的战略提供又一动力。5月下旬和6月，在成长股估值重置和木材、铜等大宗商品价格下跌之后，投资者开始放弃价值/周期性类股，回归成长/创新类股。方舟投资认为，新冠肺炎危机对世界的改变是显著且持久的，表明许多创新驱动的股票在未来5至10年可能成为回报可观的资产。\n在过去6到9个月的周期循环中，最大的受益者是能源和金融服务行业。方舟投资认为，这两个行业将在未来5年将被创新行业严重打击。在方舟投资看来，自动电动汽车和数字钱包，包括加密货币和与区块链技术有更广泛联系的去中心化金融服务(DeFi)，将在未来五年给能源和金融服务产生巨大的破坏和脱媒影响。\n在第二季度，方舟投资的5只主动型管理ETF和2只自编指数ETF有虽所回升，但仍跑输了标普500指数和MSCI全球指数。不过，方舟创新ETF (ARKK)，即方舟投资颠覆性创新主题股票的投资组合，跑赢了大盘指数。\nARK自动技术和机器人ETF (ARKQ)在本季度跑输大盘指数。跌幅较大的股票包括Workhorse Group(WKHS)和维珍银河(SPCE)。由于美国国会未能就邮政局车队改用电动汽车一事澄清立场，Workhorse蒙受了损失。维珍银河股价下跌，不仅是因为应对来自蓝色起源和SpaceX的激烈竞争，也是因为该公司利润和收入低于预期、飞行推迟以及创始人理查德•布兰森(Richard Branson)决定出售股票。方舟投资同时抛售了WKHS和SPCE，利用了市场的下行波动，转而买入了估值较高的股票。\n贡献最大的股票包括3D Systems(DDD)和Alphabet(GOOG)。3D Systems公司在第一季度的收入和收益好于预期，股价因此上升。此外，3D Systems宣布与ColIPlant生物技术公司合作，将使用3D生物打印的再生软组织基质用于乳房侦察。在电子商务的推动下，谷歌的广告收入出现了显著回升。Alphabet还宣布了几项产品和服务计划，包括Pixel 5A 5G手机和Google Workspace的扩展，以及其云平台GCP相关的几份合同。\nARK下一代互联网ETF (ARKW)在本季度跑输大盘指数。跌幅较大的包括Crayscale Bitcoin Trust (GBTC)和Coinbase Global (COIN) 。随着比特币价格降幅超过45%，GBTC的价格也出现了下滑。我们认为，部分原因是埃隆•马斯克对比特币挖矿大量使用能源有了新的考虑。我们认为，当比特币挖矿被纳入太阳能+电池公用事业生态系统时，可能会比其他方式更快地加速可再生能源的普及。Coinbase也受到了比特币和其他加密资产下跌的影响。Coinbase成立于2012年，目前是全球领先的加密货币交易所之一，吸引了5600多万用户，这在一定程度上要归功于它的快速发展以及对政府监管的承诺。\n贡献最大的股票包括Roku (Roku)和Trade Desk (TTD)。Roku股价受益于强劲的营收和收益，尤其是其平台的广告收入和毛利润。Roku加大了对原创内容的投入，并在新冠肺炎危机期间持续获得用户收益。在这个动荡的季度，在Alphabet宣布将Google Chrome淘汰Cookie的时间表推迟到2023年后，Trade Desk股价上升。Trade Desk是一家广告技术公司，为用户提供程序化广告解决方案。\nARK基因组革命ETF (ARKG)在本季度跑输大盘指数。跌幅较大的有Teladoc Health (TDOC)和lovance Biotherapeutics (IOVA)。随着包括亚马逊在内的几家公司宣布打入数字医疗领域后，Teladoc Health股价下跌。方舟投资相信，Teladoc处理和分析数据的能力不逊于其他竞争对手，因此，Teladoc能成为远程医疗领域的领导者和众多服务的唯一提供者。从历史上看，美国的医疗保健数据高度分散，而Teladoc似乎正在克服这一障碍。在最近收购Livongo后，Teledoc数据和分析能力得到了提升。在lovance宣布其生物制剂许可申请(BLA)推迟6个月后，其股价下跌。此外，lovance透露，在过去五年担任首席执行官的玛丽亚·法迪斯(Maria Fardis)将离职。总法律顾问弗雷德里克·沃格特(Frederick Vogt)已担任临时首席执行官。方舟投资认为，肿瘤浸润淋巴细胞(TILs)是实体肿瘤最引人注目的治疗方法，而lovance拥有最可靠的肿瘤浸润淋巴细胞数据集。\n贡献最大的股票包括Intellia Therapeutics (NTLA)和CareDx (CDNA)。Intellia Therapeutics因首次在遗传性转甲状腺素蛋白淀粉样变性(hATTR)患者体内使用CRISPR/Cas9系统基因编辑疗法而创造了历史里程碑。到目前为止，遗传性转甲状腺素蛋白淀粉样变性患者的治疗选择仍然有限。Intellias的数据强调，编辑TTR基因可能实现一次性治疗，消除对慢性治疗的需要，这意味着一次性治愈是可能的。CareDx收购了专注于移植患者需求的移动应用提供商Transplant Hero, 其股价也因此出现积极变化。CareDx正通过深入的基因组学专业知识、机器学习和患者纵向管理使移植医学实现现代化。\nARK金融科技创新ETF (ARKF)在本季度跑输大盘指数。跌幅较大的有包括Silvergate Capital (Sl)和Coinbase Global (COIN)。Silvergate Capital股价下跌，主要是因为比特币和其他加密货币的价格大幅下跌。Coinbase的表现也受到了影响。\n贡献最大的股票包括Shopify (SHOP)和Sea (SE)。Shopify持续转向电子商务，扩大了与Facebook和谷歌的合作关系，进而增加了Shop Pay接触商家的渠道，并战略收购了增强现实平台Primer，因此，其股价上涨。Sea自主开发的全球热门游戏《我要活下去》（Free Fire）非常火爆，而其电子商务平台Shopee的日均订单也大幅增长。\nARK太空探索与创新ETF (ARKX)在本季度跑输大盘指数。跌幅较大的有小松(KMTUY)和维珍银河(SPCE)。小松制作所建筑和矿业股普遍下跌而蒙受损失。方舟投资相信，小松将利用其作为顶级建筑和采矿设备供应商的地位，成为自动化设备领域的领导者。\n贡献最大的股票包括英伟达(Nvidia)和雷文工业(Raven Industries)。英伟达由于第一季度收益和指引好于预期，成功收购ARM的可能性也有所提升，半导体市场整体走势强劲等因素刺激股价上涨。在投资者日期间，英伟达还发布了Omniverse平台、Grace CPU和Al LaunchPad。今年6月，凯斯纽(CHN)宣布达成了以较高的溢价收购雷文工业的协议。雷文工业生产精准农业和高空气球设备，而凯斯纽是全球第二大农业设备制造商。\n在上面讨论的一些基金中，ARK创新ETF (ARKK)本季度跑赢大盘，其中最主要的贡献来自ROKU(ROKU)和Intellia Therapeutics (NTLA)，拖累表现的是TDOC和COIN。\nARK的自编指数型ETF，3D打印创新ETF (PRNT)和以色列创新技术 ETF (IZRL)、PRNT跑输大盘。在3D打印领域遭遇大规模抛售后，ExOne(XONE)成为大输家。ExOne是粘合剂喷射3D打印技术的先驱和全球领导者，这一技术也是惠普和Desktop Metal等同类公司正日益关注的重点。3D Systems表现最好。IZRL跑输大盘，生物科技股普遍遭抛售，Evogene (EVGN)成为大输家。该公司致力于研发提高食品、饲料和生物燃料行业的作物质量、生产效率和经济意义。这只基金中，InMode (INMD)的贡献最大，因为巴克莱银行发布了一份对医疗设备行业有利的报告，其中包括对InMode的积极展望。","news_type":1},"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164543887,"gmtCreate":1624231399649,"gmtModify":1703830862405,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"I trust in Cathie wood","listText":"I trust in Cathie wood","text":"I trust in Cathie wood","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164543887","repostId":"2145704051","repostType":4,"isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183395095,"gmtCreate":1623305676417,"gmtModify":1704200515009,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"Can buy coin?","listText":"Can buy coin?","text":"Can buy coin?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/183395095","isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":135805514,"gmtCreate":1622155726238,"gmtModify":1704180338190,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"Buy arkk","listText":"Buy arkk","text":"Buy arkk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/135805514","isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":132943642,"gmtCreate":1622069276486,"gmtModify":1704178680294,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"Ignore the noise.&nbsp;","listText":"Ignore the noise.&nbsp;","text":"Ignore the noise.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/132943642","repostId":"2138519408","repostType":4,"repost":{"id":"2138519408","kind":"highlight","pubTimestamp":1622011111,"share":"https://ttm.financial/m/news/2138519408?lang=&edition=fundamental","pubTime":"2021-05-26 14:38","market":"us","language":"zh","title":"三大因素表明，科技股“水逆期”仍未结束","url":"https://stock-news.laohu8.com/highlight/detail?id=2138519408","media":"Wind资讯","summary":"随着市场对通胀的担忧有所消化，纳斯达克指数自5月19日以来反弹。但分析师表示，未来价格的波动因素、科技股当前估值及资金流向均表明，当前美股科技公司的回调尚未结束。\n4月29日，纳斯达克综合指数触及14","content":"<p>随着市场对通胀的担忧有所消化，纳斯达克指数自5月19日以来反弹。但分析师表示，未来价格的波动因素、科技股当前估值及资金流向均表明，当前美股科技公司的回调尚未结束。</p>\n<p>4月29日，纳斯达克综合指数触及14211点的纪录高点。自那以来，该指数回调已接近3%。尽管该指数周一超过1.5%的涨幅可能会让一些投资者放心，但过去10年引领市场的科技股的宏观驱动力仍面临挑战。</p>\n<p>RBC策略师Lori Calvasina表示：“我们认为科技领域的基本面没有任何问题，但我们认为，这是市场上被过度持有、估值过高的一部分，目前对这部分市场来说，这是一个错误的宏观背景。”</p>\n<p>当前市场的背景是，随着经济在一场疫情引发的冲击后重新开放，增长和通胀正在加速。因此，与能够在其他环境中获得增长的领域和投资风格相比，从GDP加速增长中获益更多的行业和投资风格更受青睐。</p>\n<p>以Parag Thatte为首的<a href=\"https://laohu8.com/S/DB\">德意志银行</a>策略师上周五发布报告显示，投资者继续将资金投入被视为通胀赢家的股票和固定收益产品，如TIPS、能源、材料和金融类股。</p>\n<p><img src=\"https://static.tigerbbs.com/f3a6d3d53b8204d51b0cd1ebdb3c8fb7\" tg-width=\"796\" tg-height=\"691\" referrerpolicy=\"no-referrer\"></p>\n<p>能源、材料和金融类股在周期性交易、价值交易和重新开放交易中也有很好的表现。大宗商品价格飙升，对基础设施的期望也在上升。更高的经济增长与更高的利率相结合，为金融体系注入了活力。</p>\n<p>进入这一领域的资金来自于减少科技交易的投资者。Calvasina称：\"我们认为通胀压力已经存在，科技行业是重返通货再膨胀的最大资金来源之一……所以我们认为现在还不是回到这个领域的最佳时机。”</p>\n<p>在上周发表的一份报告中，Calvasina和她的团队从不同的角度深入研究了投资者风格的转变，试图探索大型科技公司的回调是否已经充分。而几大原因表明，目前科技公司的回调尚未结束。</p>\n<p>Calvasina指出，相对于市场其他部分和科技股的历史估值，科技股当前的估值仍然偏高。正如我们上面提到的，资金流入情况并不令人鼓舞，今年科技ETF的资金流入持平。</p>\n<p><b>经济数据令市场失望</b></p>\n<p>4月份消费者信心指数低于预期，美国经济谘商会(Conference Board)上月的整体信心指数跌幅超过预期。美国经济谘商会指出，至少在一定程度上，短期收入前景受到通胀担忧的压力。周二上午公布的另一份报告显示，3月份房价创下15年来的最大涨幅，突显出经济中更多关键领域的供需不匹配推高了房价。</p>\n<p>不过，美国联邦公开市场委员会(fomc)部分成员暗示，市场人士可能不需要担心物价上涨会在短期内促成货币政策的近期变动。圣路易斯联邦储备银行总裁布拉德(James Bullard)周一对<a href=\"https://laohu8.com/S/YHOO\">雅虎</a>财经表示，他认为通胀上升\"大多是暂时的\"，而美联储在讨论缩减资产购买规模时\"还没有达到\"。</p>\n<p>堪萨斯城联邦储备银行主席埃斯特•乔治在另一篇评论中表示，她不希望美联储\"在判断通胀前景时过度依赖历史关系和动态\"。美联储官员最近发表了一系列讲话，淡化了采取短期货币政策措施的必要性，这些措施可能会抑制市场涨势。</p>\n<p>尽管在上周的股市抛售之后，过去两天的交易给投资者提供了至少短暂的喘息机会，但鉴于对通胀的担忧仍居高不下，一些策略师仍对股市持谨慎态度。</p>\n<p>TD Ameritrade高级市场策略师Shawn Cruz周一对雅虎财经表示，\"现在所有人都知道，他们应该担心通胀压力，以及这可能对货币政策或企业盈利能力造成的影响。\"“如果他们决定将不断上升的投入成本保留在资产负债表上，那很好，至少在消费者方面，我们不会看到通胀上升，但(第二季度)盈利出来时，我们可能会看到利润率上升。”</p>\n<p>其他人也指出，最新的技术引领的进步可能是短暂的。Calvasina表示：“我们仍认为通胀压力存在，人们将资金从科技股移至其他板块，如金融股、能源股和材料股。我们不认为这些通胀压力会在短期内减轻。”</p>","source":"wind","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>三大因素表明，科技股“水逆期”仍未结束</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{ 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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三大因素表明，科技股“水逆期”仍未结束\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-26 14:38 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/481817.html><strong>Wind资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着市场对通胀的担忧有所消化，纳斯达克指数自5月19日以来反弹。但分析师表示，未来价格的波动因素、科技股当前估值及资金流向均表明，当前美股科技公司的回调尚未结束。\n4月29日，纳斯达克综合指数触及14211点的纪录高点。自那以来，该指数回调已接近3%。尽管该指数周一超过1.5%的涨幅可能会让一些投资者放心，但过去10年引领市场的科技股的宏观驱动力仍面临挑战。\nRBC策略师Lori ...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/481817.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9d770a193c6a88684d0203fd2ec91e4a","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"http://www.zhitongcaijing.com/content/detail/481817.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138519408","content_text":"随着市场对通胀的担忧有所消化，纳斯达克指数自5月19日以来反弹。但分析师表示，未来价格的波动因素、科技股当前估值及资金流向均表明，当前美股科技公司的回调尚未结束。\n4月29日，纳斯达克综合指数触及14211点的纪录高点。自那以来，该指数回调已接近3%。尽管该指数周一超过1.5%的涨幅可能会让一些投资者放心，但过去10年引领市场的科技股的宏观驱动力仍面临挑战。\nRBC策略师Lori Calvasina表示：“我们认为科技领域的基本面没有任何问题，但我们认为，这是市场上被过度持有、估值过高的一部分，目前对这部分市场来说，这是一个错误的宏观背景。”\n当前市场的背景是，随着经济在一场疫情引发的冲击后重新开放，增长和通胀正在加速。因此，与能够在其他环境中获得增长的领域和投资风格相比，从GDP加速增长中获益更多的行业和投资风格更受青睐。\n以Parag Thatte为首的德意志银行策略师上周五发布报告显示，投资者继续将资金投入被视为通胀赢家的股票和固定收益产品，如TIPS、能源、材料和金融类股。\n\n能源、材料和金融类股在周期性交易、价值交易和重新开放交易中也有很好的表现。大宗商品价格飙升，对基础设施的期望也在上升。更高的经济增长与更高的利率相结合，为金融体系注入了活力。\n进入这一领域的资金来自于减少科技交易的投资者。Calvasina称：\"我们认为通胀压力已经存在，科技行业是重返通货再膨胀的最大资金来源之一……所以我们认为现在还不是回到这个领域的最佳时机。”\n在上周发表的一份报告中，Calvasina和她的团队从不同的角度深入研究了投资者风格的转变，试图探索大型科技公司的回调是否已经充分。而几大原因表明，目前科技公司的回调尚未结束。\nCalvasina指出，相对于市场其他部分和科技股的历史估值，科技股当前的估值仍然偏高。正如我们上面提到的，资金流入情况并不令人鼓舞，今年科技ETF的资金流入持平。\n经济数据令市场失望\n4月份消费者信心指数低于预期，美国经济谘商会(Conference Board)上月的整体信心指数跌幅超过预期。美国经济谘商会指出，至少在一定程度上，短期收入前景受到通胀担忧的压力。周二上午公布的另一份报告显示，3月份房价创下15年来的最大涨幅，突显出经济中更多关键领域的供需不匹配推高了房价。\n不过，美国联邦公开市场委员会(fomc)部分成员暗示，市场人士可能不需要担心物价上涨会在短期内促成货币政策的近期变动。圣路易斯联邦储备银行总裁布拉德(James Bullard)周一对雅虎财经表示，他认为通胀上升\"大多是暂时的\"，而美联储在讨论缩减资产购买规模时\"还没有达到\"。\n堪萨斯城联邦储备银行主席埃斯特•乔治在另一篇评论中表示，她不希望美联储\"在判断通胀前景时过度依赖历史关系和动态\"。美联储官员最近发表了一系列讲话，淡化了采取短期货币政策措施的必要性，这些措施可能会抑制市场涨势。\n尽管在上周的股市抛售之后，过去两天的交易给投资者提供了至少短暂的喘息机会，但鉴于对通胀的担忧仍居高不下，一些策略师仍对股市持谨慎态度。\nTD Ameritrade高级市场策略师Shawn Cruz周一对雅虎财经表示，\"现在所有人都知道，他们应该担心通胀压力，以及这可能对货币政策或企业盈利能力造成的影响。\"“如果他们决定将不断上升的投入成本保留在资产负债表上，那很好，至少在消费者方面，我们不会看到通胀上升，但(第二季度)盈利出来时，我们可能会看到利润率上升。”\n其他人也指出，最新的技术引领的进步可能是短暂的。Calvasina表示：“我们仍认为通胀压力存在，人们将资金从科技股移至其他板块，如金融股、能源股和材料股。我们不认为这些通胀压力会在短期内减轻。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":132957300,"gmtCreate":1622069028100,"gmtModify":1704178675727,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"My top holding is Tesla. Not going to sell it in the next five years. People misunderstand the potential of the company&nbsp;","listText":"My top holding is Tesla. Not going to sell it in the next five years. People misunderstand the potential of the company&nbsp;","text":"My top holding is Tesla. Not going to sell it in the next five years. People misunderstand the potential of the company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/132957300","repostId":"1199955569","repostType":4,"repost":{"id":"1199955569","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":1622041764,"share":"https://ttm.financial/m/news/1199955569?lang=&edition=fundamental","pubTime":"2021-05-26 23:09","market":"us","language":"zh","title":"【异动】造车新势力“王者归来”！理想汽车涨超13%","url":"https://stock-news.laohu8.com/highlight/detail?id=1199955569","media":"老虎资讯综合","summary":"5月26日，造车新势力“王者归来”，$理想汽车(LI)$涨超13%，$小鹏汽车(XPEV)$涨超7%，$蔚来(NIO)$涨超3%。\n\n$理想汽车(LI)$今日发布财报，第一季度营收超出市场预期。财报显示：第一季度营收35.8亿元，市场预期33.55亿元.\n\n其他电动汽车概念股方面：Workhorse涨超8%，固态电池生产商QuantumScape涨超10%，$福特汽车(F)$涨超8%，Nikola涨超3%，$特斯拉(TSLA)$涨超2%。\n\n此前中金发布研报表示，随着大宗商品价格涨价进入尾声，且二季度芯片影响边际减弱，2021下半年汽车产业链利润有望磨底回升。","content":"<p>5月26日，造车新势力“王者归来”，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超13%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超7%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超3%。</p><p><a href=\"https://laohu8.com/S/LI\">理想汽车</a>今日发布财报，第一季度营收超出市场预期。财报显示：第一季度营收35.8亿元，市场预期33.55亿元.</p><p>其他电动汽车概念股方面：Workhorse涨超8%，固态电池生产商QuantumScape涨超10%，<a href=\"https://laohu8.com/S/F\">福特汽车</a>涨超8%，Nikola涨超3%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨超2%。</p><p>此前中金发布研报表示，随着大宗商品价格涨价进入尾声，且二季度芯片影响边际减弱，2021下半年汽车产业链利润有望磨底回升。<img src=\"https://static.tigerbbs.com/5a699e70ef796344451ad8d78df88c3d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>【异动】造车新势力“王者归来”！理想汽车涨超13%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n【异动】造车新势力“王者归来”！理想汽车涨超13%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-26 23:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月26日，造车新势力“王者归来”，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超13%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超7%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超3%。</p><p><a href=\"https://laohu8.com/S/LI\">理想汽车</a>今日发布财报，第一季度营收超出市场预期。财报显示：第一季度营收35.8亿元，市场预期33.55亿元.</p><p>其他电动汽车概念股方面：Workhorse涨超8%，固态电池生产商QuantumScape涨超10%，<a href=\"https://laohu8.com/S/F\">福特汽车</a>涨超8%，Nikola涨超3%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨超2%。</p><p>此前中金发布研报表示，随着大宗商品价格涨价进入尾声，且二季度芯片影响边际减弱，2021下半年汽车产业链利润有望磨底回升。<img src=\"https://static.tigerbbs.com/5a699e70ef796344451ad8d78df88c3d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c0ab7d3f5d89bb403311ca0a8e68f8e","relate_stocks":{"LI":"理想汽车","02015":"理想汽车-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199955569","content_text":"5月26日，造车新势力“王者归来”，理想汽车涨超13%，小鹏汽车涨超7%，蔚来涨超3%。理想汽车今日发布财报，第一季度营收超出市场预期。财报显示：第一季度营收35.8亿元，市场预期33.55亿元.其他电动汽车概念股方面：Workhorse涨超8%，固态电池生产商QuantumScape涨超10%，福特汽车涨超8%，Nikola涨超3%，特斯拉涨超2%。此前中金发布研报表示，随着大宗商品价格涨价进入尾声，且二季度芯片影响边际减弱，2021下半年汽车产业链利润有望磨底回升。","news_type":1},"isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":136517082,"gmtCreate":1622028003046,"gmtModify":1704178090810,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"Time in the market beat timing the market. Ignore all the noise","listText":"Time in the market beat timing the market. Ignore all the noise","text":"Time in the market beat timing the market. Ignore all the noise","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/136517082","repostId":"1168555747","repostType":4,"repost":{"id":"1168555747","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":1622001153,"share":"https://ttm.financial/m/news/1168555747?lang=&edition=fundamental","pubTime":"2021-05-26 11:52","market":"us","language":"zh","title":"标普500 ETF做空比例升至年内最高！美股将回调？","url":"https://stock-news.laohu8.com/highlight/detail?id=1168555747","media":"老虎资讯综合","summary":"投资者正在通过做空全球最大的ETF来增加对标普500指数的看空赌注。标普500ETF的空头比例已经稳定增长了两周，而标普500指数最近一直徘徊在记录高点附近。根据IHS Markit Ltd.的数据，","content":"<p>投资者正在通过做空全球最大的ETF来增加对标普500指数的看空赌注。标普500ETF的空头比例已经稳定增长了两周，而标普500指数最近一直徘徊在记录高点附近。</p><p><img src=\"https://static.tigerbbs.com/e9c429cfbd71233ddb95e4179bed17c3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>根据IHS Markit Ltd.的数据，随着标普500指数在历史高点附近震荡，规模达3570亿美元的标普500 ETF的空头比例已跃升至今年最高水平。</p><p>数据显示，该基金目前约有4.8％的股份已借出。相比之下，两个月前只有2%，而今年年初时为1.7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/230a91c11ccf12210ff0a5ba7adf9e82\" tg-width=\"1156\" tg-height=\"656\"><span>标普500ETE空头比例</span></p><p>尽管这一指标仍远低于过去两年的高点，2020年曾不止一次升至7%以上，但看跌转向是在市场脆弱时期出现的。</p><p>Independent Advisor Alliance首席投资官Chris Zaccarelli表示：“标普500指数的空头比例激增，部分原因是人们怀疑涨势能否继续，或者至少市场应该回调。”“虽然我们认为牛市没有过早结束的危险，但由于市场平均每两年一次至少有10％的回调（至少自1980年以来），我们确实认为今年有可能出现这种程度的回落。”</p><p>投资者一直在转向周期股，但波动性的打击已经到来，因为他们还担心通胀上升和加息的前景。同时，市场中投机性最强的部分（如加密货币）加剧了对市场过度乐观的担忧。</p><p>以托比亚斯·列夫科维奇为首的策略师周五在一份报告中称，花旗集团的各项指标仍处于“兴奋状态”，而这也将导致“基于目前水平，未来一年股市下跌的历史概率为100%”。</p><p>与此同时，Susquehanna国际集团衍生品策略联席主管克里斯•墨菲（Chris Murphy）周二指出，标普500指数的实际股息率和实际收益率最近均转为负值。</p><p>他表示，这是一个相当罕见的现象，一般来说，无论是在短期还是在长期内收益率转为负时，标普500的回报率都不高。</p><p>不过，Susquehanna团队也表示，他们预计任何回调都是短暂的。他们还指出，以历史标准衡量，对美股的做空比例仍然很低。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>标普500 ETF做空比例升至年内最高！美股将回调？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n标普500 ETF做空比例升至年内最高！美股将回调？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-26 11:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>投资者正在通过做空全球最大的ETF来增加对标普500指数的看空赌注。标普500ETF的空头比例已经稳定增长了两周，而标普500指数最近一直徘徊在记录高点附近。</p><p><img src=\"https://static.tigerbbs.com/e9c429cfbd71233ddb95e4179bed17c3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>根据IHS Markit Ltd.的数据，随着标普500指数在历史高点附近震荡，规模达3570亿美元的标普500 ETF的空头比例已跃升至今年最高水平。</p><p>数据显示，该基金目前约有4.8％的股份已借出。相比之下，两个月前只有2%，而今年年初时为1.7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/230a91c11ccf12210ff0a5ba7adf9e82\" tg-width=\"1156\" tg-height=\"656\"><span>标普500ETE空头比例</span></p><p>尽管这一指标仍远低于过去两年的高点，2020年曾不止一次升至7%以上，但看跌转向是在市场脆弱时期出现的。</p><p>Independent Advisor Alliance首席投资官Chris Zaccarelli表示：“标普500指数的空头比例激增，部分原因是人们怀疑涨势能否继续，或者至少市场应该回调。”“虽然我们认为牛市没有过早结束的危险，但由于市场平均每两年一次至少有10％的回调（至少自1980年以来），我们确实认为今年有可能出现这种程度的回落。”</p><p>投资者一直在转向周期股，但波动性的打击已经到来，因为他们还担心通胀上升和加息的前景。同时，市场中投机性最强的部分（如加密货币）加剧了对市场过度乐观的担忧。</p><p>以托比亚斯·列夫科维奇为首的策略师周五在一份报告中称，花旗集团的各项指标仍处于“兴奋状态”，而这也将导致“基于目前水平，未来一年股市下跌的历史概率为100%”。</p><p>与此同时，Susquehanna国际集团衍生品策略联席主管克里斯•墨菲（Chris Murphy）周二指出，标普500指数的实际股息率和实际收益率最近均转为负值。</p><p>他表示，这是一个相当罕见的现象，一般来说，无论是在短期还是在长期内收益率转为负时，标普500的回报率都不高。</p><p>不过，Susquehanna团队也表示，他们预计任何回调都是短暂的。他们还指出，以历史标准衡量，对美股的做空比例仍然很低。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/80f4ce6db7a7760033683c1536b161e8","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168555747","content_text":"投资者正在通过做空全球最大的ETF来增加对标普500指数的看空赌注。标普500ETF的空头比例已经稳定增长了两周，而标普500指数最近一直徘徊在记录高点附近。根据IHS Markit Ltd.的数据，随着标普500指数在历史高点附近震荡，规模达3570亿美元的标普500 ETF的空头比例已跃升至今年最高水平。数据显示，该基金目前约有4.8％的股份已借出。相比之下，两个月前只有2%，而今年年初时为1.7%。标普500ETE空头比例尽管这一指标仍远低于过去两年的高点，2020年曾不止一次升至7%以上，但看跌转向是在市场脆弱时期出现的。Independent Advisor Alliance首席投资官Chris Zaccarelli表示：“标普500指数的空头比例激增，部分原因是人们怀疑涨势能否继续，或者至少市场应该回调。”“虽然我们认为牛市没有过早结束的危险，但由于市场平均每两年一次至少有10％的回调（至少自1980年以来），我们确实认为今年有可能出现这种程度的回落。”投资者一直在转向周期股，但波动性的打击已经到来，因为他们还担心通胀上升和加息的前景。同时，市场中投机性最强的部分（如加密货币）加剧了对市场过度乐观的担忧。以托比亚斯·列夫科维奇为首的策略师周五在一份报告中称，花旗集团的各项指标仍处于“兴奋状态”，而这也将导致“基于目前水平，未来一年股市下跌的历史概率为100%”。与此同时，Susquehanna国际集团衍生品策略联席主管克里斯•墨菲（Chris Murphy）周二指出，标普500指数的实际股息率和实际收益率最近均转为负值。他表示，这是一个相当罕见的现象，一般来说，无论是在短期还是在长期内收益率转为负时，标普500的回报率都不高。不过，Susquehanna团队也表示，他们预计任何回调都是短暂的。他们还指出，以历史标准衡量，对美股的做空比例仍然很低。","news_type":1},"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":136608031,"gmtCreate":1622010950423,"gmtModify":1704366019827,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"100k soon","listText":"100k soon","text":"100k soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/136608031","repostId":"1163761139","repostType":4,"repost":{"id":"1163761139","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":1622010446,"share":"https://ttm.financial/m/news/1163761139?lang=&edition=fundamental","pubTime":"2021-05-26 14:27","market":"hk","language":"zh","title":"比特币重回40000美元/枚，日内涨幅扩大至逾4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1163761139","media":"老虎资讯综合","summary":"5月26日讯，比特币上破40000美元/枚，日内涨幅扩大至4.32%。\n\n以太坊上破2900美元/枚，刷新日高，日内涨幅扩大至7.24%。","content":"<p>5月26日讯，比特币上破40000美元/枚，日内涨幅扩大至4.32%。</p><p>以太坊上破2900美元/枚，刷新日高，日内涨幅扩大至7.24%。<img src=\"https://static.tigerbbs.com/63374d8609fa0ca764be76a39e5b1ada\" tg-width=\"935\" tg-height=\"449\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>比特币重回40000美元/枚，日内涨幅扩大至逾4%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n比特币重回40000美元/枚，日内涨幅扩大至逾4%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-26 14:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月26日讯，比特币上破40000美元/枚，日内涨幅扩大至4.32%。</p><p>以太坊上破2900美元/枚，刷新日高，日内涨幅扩大至7.24%。<img src=\"https://static.tigerbbs.com/63374d8609fa0ca764be76a39e5b1ada\" tg-width=\"935\" tg-height=\"449\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/822c9eb58d8760a04d809fa31d9c0f34","relate_stocks":{"CAN":"嘉楠科技","EBON":"亿邦国际"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163761139","content_text":"5月26日讯，比特币上破40000美元/枚，日内涨幅扩大至4.32%。以太坊上破2900美元/枚，刷新日高，日内涨幅扩大至7.24%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":136891144,"gmtCreate":1622003550888,"gmtModify":1704365894964,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"Haha retail investors in trouble&nbsp;","listText":"Haha retail investors in trouble&nbsp;","text":"Haha retail investors in trouble","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/136891144","repostId":"2138194497","repostType":4,"repost":{"id":"2138194497","kind":"highlight","pubTimestamp":1621993598,"share":"https://ttm.financial/m/news/2138194497?lang=&edition=fundamental","pubTime":"2021-05-26 09:46","market":"us","language":"zh","title":"A股惊天阳线意味着什么：危险时刻已过，“双牛”来了","url":"https://stock-news.laohu8.com/highlight/detail?id=2138194497","media":"华尔街见闻","summary":"挑战四千点，这只是开始。","content":"<p>5月25日，A股迎来久违的大涨，大金融板块爆发，券商股持续拉升，白酒股带动消费板块走强，沪深创三大指数均上涨超2%，北向资金净买入217.23亿元，刷新历史新高。</p><p>一根大阳线改变了投资者信仰，市场讨论焦点转向：牛市是否来了？对此，前段时间喊出“挑战四千点”的国君策略团队再次高呼：“挑战四千点，这只是开始。“ 国君固收团队更是旗帜鲜明地表示，下一阶段，市场将迎来股债双牛。</p><p>国君策略团队陈显顺、方奕、黄维驰等分析师在点评昨日行情时表示，随着宏观与外围环境由不确定走向确定，风险评价将会下降，由此驱动行情从震荡走向拉升：</p><blockquote>5月25日市场大涨，成交量放大，我们的逻辑正在不断地被兑现之中，中盘蓝筹领跑、大盘蓝筹跟随的趋势也在兑现之下。就此，我们认为：横盘不长久，挑战四千点，券商股打头阵，中盘蓝筹领跑，大盘蓝筹跟随，小妖票没大戏。</blockquote><p>上述分析师指出，拉升的核心驱动力来自分母端：</p><blockquote>第一，风险评价下降。经济政策不确定性与宏观风险预期正在快速下行，包括大宗涨价以及信用收紧预期斜率最为陡峭的阶段已经过去，年内政策端易松难紧。</blockquote><blockquote>第二，无风险收益率上行难、下行易。海外方面，美债隐含的通胀预期已处历史高点；国内方面，十年期国债利率继续回落至3.08%，伴随人民币汇率走强，流动性优势有望延续。</blockquote><blockquote>第三，当前风险偏好基本保持稳定。风险偏好仍处中低位置，叠加估值盈利从背离走向收敛，以及微观交易结构从崩塌走向优化，蓝筹上行通道再度打开。</blockquote><p>国君策略建议选择业绩从不确定走向确定边际变化最大的股票，预计市场将出现蓝筹股普涨格局，差异在于中盘蓝筹领跑，大盘蓝筹跟随。</p><p>国君固收团队覃汉、石玲玲在另一份报告中表示，中美十年期国债利率“下行预期”加强，纳指和A股强势反弹，说明“无风险利率预期”下行的观点已经得到广泛认可，从而推动了权益市场持续修复。</p><p>国君固收团队将眼下的股市行情类比 2020年6-7月期间的行情：</p><blockquote>投资者心中的无风险利率（理财、货基收益率）持续下降，货币基金收益率破 1.5%，买股票的机会成本大幅下降，部分抱团资金切换至低估值板块成为行情发动者，增量资金持续进场强化了低估值板块的“一波流”上涨行情，形成了“低估值板块上涨—上证综指上涨—经济复苏预期强化—债市下跌—净值型理财亏钱—投资者心中的无风险利率下行—低估值板块上涨”的逻辑闭环。</blockquote><p>国君固收团队重申了股债双牛的看法，认为债市方面，随着通胀预期见顶，多部门出台政策做好大宗商品“保供稳价”，通胀“最危险”的时候已经过去，而资金面长期平稳的预期较为明确，国内债市处于“小牛市”的判断越来越受认可。</p><p>该团队表示，参考一轮“小牛市”10年国债利率平均下行50个基点的规律，预计10 年国债利率第一目标位3.0%不会是本轮行情的终点，下一阶段看向10年国债利率2.8%。</p>","source":"wallstreetcn_api","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>A股惊天阳线意味着什么：危险时刻已过，“双牛”来了</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\">\nA股惊天阳线意味着什么：危险时刻已过，“双牛”来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-26 09:46 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3631262><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月25日，A股迎来久违的大涨，大金融板块爆发，券商股持续拉升，白酒股带动消费板块走强，沪深创三大指数均上涨超2%，北向资金净买入217.23亿元，刷新历史新高。一根大阳线改变了投资者信仰，市场讨论焦点转向：牛市是否来了？对此，前段时间喊出“挑战四千点”的国君策略团队再次高呼：“挑战四千点，这只是开始。“ 国君固收团队更是旗帜鲜明地表示，下一阶段，市场将迎来股债双牛。国君策略团队陈显顺、方奕、...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3631262\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebb146d9df27844cb787ad545c50986d","relate_stocks":{"09141":"华夏亚投债-U"},"source_url":"https://wallstreetcn.com/articles/3631262","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138194497","content_text":"5月25日，A股迎来久违的大涨，大金融板块爆发，券商股持续拉升，白酒股带动消费板块走强，沪深创三大指数均上涨超2%，北向资金净买入217.23亿元，刷新历史新高。一根大阳线改变了投资者信仰，市场讨论焦点转向：牛市是否来了？对此，前段时间喊出“挑战四千点”的国君策略团队再次高呼：“挑战四千点，这只是开始。“ 国君固收团队更是旗帜鲜明地表示，下一阶段，市场将迎来股债双牛。国君策略团队陈显顺、方奕、黄维驰等分析师在点评昨日行情时表示，随着宏观与外围环境由不确定走向确定，风险评价将会下降，由此驱动行情从震荡走向拉升：5月25日市场大涨，成交量放大，我们的逻辑正在不断地被兑现之中，中盘蓝筹领跑、大盘蓝筹跟随的趋势也在兑现之下。就此，我们认为：横盘不长久，挑战四千点，券商股打头阵，中盘蓝筹领跑，大盘蓝筹跟随，小妖票没大戏。上述分析师指出，拉升的核心驱动力来自分母端：第一，风险评价下降。经济政策不确定性与宏观风险预期正在快速下行，包括大宗涨价以及信用收紧预期斜率最为陡峭的阶段已经过去，年内政策端易松难紧。第二，无风险收益率上行难、下行易。海外方面，美债隐含的通胀预期已处历史高点；国内方面，十年期国债利率继续回落至3.08%，伴随人民币汇率走强，流动性优势有望延续。第三，当前风险偏好基本保持稳定。风险偏好仍处中低位置，叠加估值盈利从背离走向收敛，以及微观交易结构从崩塌走向优化，蓝筹上行通道再度打开。国君策略建议选择业绩从不确定走向确定边际变化最大的股票，预计市场将出现蓝筹股普涨格局，差异在于中盘蓝筹领跑，大盘蓝筹跟随。国君固收团队覃汉、石玲玲在另一份报告中表示，中美十年期国债利率“下行预期”加强，纳指和A股强势反弹，说明“无风险利率预期”下行的观点已经得到广泛认可，从而推动了权益市场持续修复。国君固收团队将眼下的股市行情类比 2020年6-7月期间的行情：投资者心中的无风险利率（理财、货基收益率）持续下降，货币基金收益率破 1.5%，买股票的机会成本大幅下降，部分抱团资金切换至低估值板块成为行情发动者，增量资金持续进场强化了低估值板块的“一波流”上涨行情，形成了“低估值板块上涨—上证综指上涨—经济复苏预期强化—债市下跌—净值型理财亏钱—投资者心中的无风险利率下行—低估值板块上涨”的逻辑闭环。国君固收团队重申了股债双牛的看法，认为债市方面，随着通胀预期见顶，多部门出台政策做好大宗商品“保供稳价”，通胀“最危险”的时候已经过去，而资金面长期平稳的预期较为明确，国内债市处于“小牛市”的判断越来越受认可。该团队表示，参考一轮“小牛市”10年国债利率平均下行50个基点的规律，预计10 年国债利率第一目标位3.0%不会是本轮行情的终点，下一阶段看向10年国债利率2.8%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":138774425,"gmtCreate":1621981724067,"gmtModify":1704365323913,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/138774425","repostId":"1171507878","repostType":4,"repost":{"id":"1171507878","kind":"news","pubTimestamp":1621957443,"share":"https://ttm.financial/m/news/1171507878?lang=&edition=fundamental","pubTime":"2021-05-25 23:44","market":"hk","language":"zh","title":"财报前瞻：小米手机业务稳健，印度市场引发担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=1171507878","media":"美港电讯","summary":"小米集团将于本周三公布2021年Q1业绩。摘要投行预计小米第一季度在欧洲市场的智能手机市场份额提升，能够抵销印度市场份额流失的影响，再加上高端手机销售拉动营收增长，市场聚焦来自友商的竞争、印度市场情况","content":"<p>小米集团将于本周三公布2021年Q1业绩。</p><p><b>摘要</b></p><p><b>投行预计小米第一季度在欧洲市场的智能手机市场份额提升，能够抵销印度市场份额流失的影响，再加上高端手机销售拉动营收增长，市场聚焦来自友商的竞争、印度市场情况及造车指引。</b></p><p><b>业绩表现</b></p><p><b>营收：</b>综合6家投行数据，预期2021年Q1营收介乎742.58亿至783.87亿元人民币，较2020年Q1的497.02亿元同比增长49.4%至57.7%；中位数为756.06亿元，同比增长52.1%。</p><p><b>净利润：</b>综合4家投行数据，预期小米2021年Q1净利润介乎33.68亿至47.1亿元人民币，较2020年Q1的21.6亿元同比增长55.9%至118%；中位数为37.335亿元，同比增长72.8%。</p><p><img src=\"https://static.tigerbbs.com/d47ccedcbce1c5f33e21569091cc0862\" tg-width=\"936\" tg-height=\"265\" referrerpolicy=\"no-referrer\"></p><p><b>手机出货</b></p><p>根据IDC数据，以出货量计算，小米2021年Q1在全球智能手机出货量中的市占率为14.1%，同比增长10.7%。小米定价为400美元以上的智能手机出货量占2020年Q4总出货量的5.7%，而在2019年Q4这一比例为4.0%。</p><p>因为丰富的产品和完善的分销渠道，小米在中国和全球中低端市场维系着较高的客户忠诚度。同时，小米已经开始向高端智能手机方向进军，有助于拉动智能手机平均售价持续提升，从而推动营收增长。</p><p><b>零件短缺</b></p><p>近期市场传出原材料供应短缺的消息。有报道称，半导体供应商上海韦尔第二季度智能手机感测元件订单削减10%至15%，可能影响到小米、Oppo、Vivo等客户的全年出货量。不过有消息指出，小米仍维持今年智能手机出货量2亿部的目标不变。<a href=\"https://laohu8.com/S/600030\">中信证券</a>上月发布的研报也指出，小米今年智能手机出货量有望突破2亿部。</p><p>针对零件短缺，<a href=\"https://laohu8.com/S/C\">花旗</a>表示，因为小米有强劲的供应链能力，可以领先市场并且从小型厂商手上抢占市场份额，零件短缺对小米的影响低于其他小型品牌。荣耀回归的进展慢过预期，部分亦是受芯片供应影响，在供应紧张的情况下，改善产品组合及减少推广活动亦有助改善利润及将零件成本提升的影响转嫁。</p><p><b>印度市场</b></p><p><b>整体情况：</b>IDC发表的报告指，印度第一季度智能手机出货量同比18%至3800万台，不过环比则下滑14%。IDC认为，第一季度末印度出现新一波疫情对需求产生了影响，估计自第一季度中段开始存货周转期开始延长。</p><p>IDC预计，在疫情下第二季度的增长将面临挑战，预计第一季度出货量能够满足需求。不过IDC认为造成的影响小于去年，主要因为厂房目前尚在营运，物流和运输方面限制不多，封城是地区性而不是全国性。IDC相信2021年的复苏不会像此前预期一样顺利，第二波疫情仍存在不确定性，未来几个月也有机会出现第三波疫情，预计消费者气氛将在下半年反弹，全年仍有可能录得个位数增长。</p><p><b>针对小米：</b>第一季度，小米集团在印度出货量居首，市占率27.2%，期内出货量同比增长3%至1040万台。市场预计今年印度智能手机销售将贡献小米整体营收的10%及净利润的5%，而在供应不足的情况下小米可将芯片用于利润较高的地区，以改善供应及缓和相关影响，对总体盈利影响有限。</p><p><b>AIoT</b></p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>此前就大中华科技相关硬件企业股份发表报告，指出因为市场只关注短期盈利表现，而不是行业长期发展，小米的人工智能物联网(AIoT)及互联网服务的潜在发展被低估。大摩对其AIoT及互联网服务的估值较高，并相信长期来看，小米结合手机、AIoT及互联网的发展模式的盈利能力及竞争力将较高。<a href=\"https://laohu8.com/S/601688\">华泰证券</a>也预计，疫情影响结束后，小米的IoT与生活消费产品业务有望恢复稳健增长态势。</p><p><b>制裁影响</b></p><p>针对有报道指小米集团已与美国防部达成共识，有望近期被移出美国的制裁清单，商务部新闻发言人高峰指出，中方始终认为撤销制裁限制措施、停止打压中国企业，有利于中国，有利于美国，有利于世界。</p><p>花旗指出，相信市场过虑，认为小米基本面维持稳健，而且和美国政府和解也减少了不确定性，相信有望加强投资者信心并带动股价上行，相信公司自6月21日有望被重新纳入富时罗素指数。</p><p><b>风险提示</b></p><p>1. 智能手机市场竞争加剧</p><p>2. 线下快速布局可能影响经营效率</p>","source":"lsy1606393433888","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>财报前瞻：小米手机业务稳健，印度市场引发担忧</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财报前瞻：小米手机业务稳健，印度市场引发担忧\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-25 23:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://news.ushknews.com/mobile/details.html?id=1002999&type=news><strong>美港电讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小米集团将于本周三公布2021年Q1业绩。摘要投行预计小米第一季度在欧洲市场的智能手机市场份额提升，能够抵销印度市场份额流失的影响，再加上高端手机销售拉动营收增长，市场聚焦来自友商的竞争、印度市场情况及造车指引。业绩表现营收：综合6家投行数据，预期2021年Q1营收介乎742.58亿至783.87亿元人民币，较2020年Q1的497.02亿元同比增长49.4%至57.7%；中位数为756.06亿元...</p>\n\n<a href=\"https://news.ushknews.com/mobile/details.html?id=1002999&type=news\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3df686d3a6ca977e8c6841905eb7e18c","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://news.ushknews.com/mobile/details.html?id=1002999&type=news","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171507878","content_text":"小米集团将于本周三公布2021年Q1业绩。摘要投行预计小米第一季度在欧洲市场的智能手机市场份额提升，能够抵销印度市场份额流失的影响，再加上高端手机销售拉动营收增长，市场聚焦来自友商的竞争、印度市场情况及造车指引。业绩表现营收：综合6家投行数据，预期2021年Q1营收介乎742.58亿至783.87亿元人民币，较2020年Q1的497.02亿元同比增长49.4%至57.7%；中位数为756.06亿元，同比增长52.1%。净利润：综合4家投行数据，预期小米2021年Q1净利润介乎33.68亿至47.1亿元人民币，较2020年Q1的21.6亿元同比增长55.9%至118%；中位数为37.335亿元，同比增长72.8%。手机出货根据IDC数据，以出货量计算，小米2021年Q1在全球智能手机出货量中的市占率为14.1%，同比增长10.7%。小米定价为400美元以上的智能手机出货量占2020年Q4总出货量的5.7%，而在2019年Q4这一比例为4.0%。因为丰富的产品和完善的分销渠道，小米在中国和全球中低端市场维系着较高的客户忠诚度。同时，小米已经开始向高端智能手机方向进军，有助于拉动智能手机平均售价持续提升，从而推动营收增长。零件短缺近期市场传出原材料供应短缺的消息。有报道称，半导体供应商上海韦尔第二季度智能手机感测元件订单削减10%至15%，可能影响到小米、Oppo、Vivo等客户的全年出货量。不过有消息指出，小米仍维持今年智能手机出货量2亿部的目标不变。中信证券上月发布的研报也指出，小米今年智能手机出货量有望突破2亿部。针对零件短缺，花旗表示，因为小米有强劲的供应链能力，可以领先市场并且从小型厂商手上抢占市场份额，零件短缺对小米的影响低于其他小型品牌。荣耀回归的进展慢过预期，部分亦是受芯片供应影响，在供应紧张的情况下，改善产品组合及减少推广活动亦有助改善利润及将零件成本提升的影响转嫁。印度市场整体情况：IDC发表的报告指，印度第一季度智能手机出货量同比18%至3800万台，不过环比则下滑14%。IDC认为，第一季度末印度出现新一波疫情对需求产生了影响，估计自第一季度中段开始存货周转期开始延长。IDC预计，在疫情下第二季度的增长将面临挑战，预计第一季度出货量能够满足需求。不过IDC认为造成的影响小于去年，主要因为厂房目前尚在营运，物流和运输方面限制不多，封城是地区性而不是全国性。IDC相信2021年的复苏不会像此前预期一样顺利，第二波疫情仍存在不确定性，未来几个月也有机会出现第三波疫情，预计消费者气氛将在下半年反弹，全年仍有可能录得个位数增长。针对小米：第一季度，小米集团在印度出货量居首，市占率27.2%，期内出货量同比增长3%至1040万台。市场预计今年印度智能手机销售将贡献小米整体营收的10%及净利润的5%，而在供应不足的情况下小米可将芯片用于利润较高的地区，以改善供应及缓和相关影响，对总体盈利影响有限。AIoT摩根士丹利此前就大中华科技相关硬件企业股份发表报告，指出因为市场只关注短期盈利表现，而不是行业长期发展，小米的人工智能物联网(AIoT)及互联网服务的潜在发展被低估。大摩对其AIoT及互联网服务的估值较高，并相信长期来看，小米结合手机、AIoT及互联网的发展模式的盈利能力及竞争力将较高。华泰证券也预计，疫情影响结束后，小米的IoT与生活消费产品业务有望恢复稳健增长态势。制裁影响针对有报道指小米集团已与美国防部达成共识，有望近期被移出美国的制裁清单，商务部新闻发言人高峰指出，中方始终认为撤销制裁限制措施、停止打压中国企业，有利于中国，有利于美国，有利于世界。花旗指出，相信市场过虑，认为小米基本面维持稳健，而且和美国政府和解也减少了不确定性，相信有望加强投资者信心并带动股价上行，相信公司自6月21日有望被重新纳入富时罗素指数。风险提示1. 智能手机市场竞争加剧2. 线下快速布局可能影响经营效率","news_type":1},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":138774600,"gmtCreate":1621981688500,"gmtModify":1704365323108,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"Is growth stock recovering?","listText":"Is growth stock recovering?","text":"Is growth stock recovering?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/138774600","isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":139158748,"gmtCreate":1621603044684,"gmtModify":1704360385492,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/139158748","repostId":"1103038317","repostType":4,"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":107259233,"gmtCreate":1620516282022,"gmtModify":1704344419147,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"Should we hold growth stocks ?","listText":"Should we hold growth stocks ?","text":"Should we hold growth stocks ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/107259233","isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":104230458,"gmtCreate":1620392164174,"gmtModify":1704342998798,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"Economist failed miserably","listText":"Economist failed miserably","text":"Economist failed miserably","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/104230458","repostId":"1180692702","repostType":4,"repost":{"id":"1180692702","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":1620390640,"share":"https://ttm.financial/m/news/1180692702?lang=&edition=fundamental","pubTime":"2021-05-07 20:30","market":"us","language":"zh","title":"大幅不及预期！美国4月非农就业仅新增26.6万","url":"https://stock-news.laohu8.com/highlight/detail?id=1180692702","media":"老虎资讯综合","summary":"摘要：美国4月非农就业人口变动 26.6万，预期 99.8万，前值 91.6万；美国4月失业率 6.1%，预期 5.8%，前值 6%。5月7日公布的数据显示，美国4月非农就业大幅不及预期，失业率抬升。","content":"<blockquote>摘要：美国4月非农就业人口变动 26.6万，预期 99.8万，前值 91.6万；美国4月失业率 6.1%，预期 5.8%，前值 6%。</blockquote><p>5月7日公布的数据显示，美国4月非农就业大幅不及预期，失业率抬升。</p><p>美国4月非农就业人口增加26.6万，预期增加99.8万，前值增加91.6万。</p><p><img src=\"https://static.tigerbbs.com/ad4fdfd6cc906c9f66861c649da51a49\" tg-width=\"500\" tg-height=\"269\" referrerpolicy=\"no-referrer\"></p><p>美国4月失业率6.1%，预期5.8%，前值6%。</p><p><img src=\"https://static.tigerbbs.com/8b2755943e54d0cd79b7bfd069be1ddd\" tg-width=\"500\" tg-height=\"264\" referrerpolicy=\"no-referrer\"></p><p>目前，美国仍然比疫情前少了820万个工作岗位。</p><p><img src=\"https://static.tigerbbs.com/644c9539b2aa8c9920ac5fb403961d45\" tg-width=\"500\" tg-height=\"265\" referrerpolicy=\"no-referrer\"></p><p>劳动参与率也令人失望，为61.7％，即便高于预期的61.6％。</p><p><img src=\"https://static.tigerbbs.com/a2f847e0f027978a4350d61df857fdbb\" tg-width=\"500\" tg-height=\"262\" referrerpolicy=\"no-referrer\"></p><p>有机构表示，美国4月非农数据录得26.6万人，大幅不及预期，失业率上升至6.1%，而可用劳动力的短缺加剧。 雇主发现招聘困难，这种状况阻碍了劳动力市场的发展势头。这意味着美联储的超宽松货币政策是正确的。</p><p>美国明尼阿波利斯联储主席卡什卡利表示，就业报告验证了美联储结果导向性的政策，希望我们能看到雇主们提高工资，许多财政支持仍在酝酿之中。他还表示，对华尔街批评美联储政策的人“没有同情”，有近900万到1000万美国人仍然没有工作，我坚定地认为应提供大量支持，目前在恢复充分就业方面仍处于“深坑”中。</p><p>此前多家机构给出乐观预期</p><p>值得注意的是，非农数据公布前，主要投行对4月非农就业人口的增幅预期较为乐观，但各投行之间的预期差距较大。</p><p>分析人士也表示，此次投行集体预测失误，已经可以记入史册。</p><p><img src=\"https://static.tigerbbs.com/c96b84d3383be6955f6308c2879f77a6\" tg-width=\"500\" tg-height=\"174\" referrerpolicy=\"no-referrer\"></p><p>具体而言，美国4月季调后非农就业人口增幅料介于85万至150万，失业率料介于5.5%-5.9%，平均时薪年率增幅料介于-0.6%至-0.2%。</p><p>其中，渣打银行全球外汇研究部负责人史蒂夫·英格兰Steve Englander给出了非农增加150万人的乐观预测。</p><p>值得一提的是，WilmingtonTrust首席分析师LukeTilley称，仅从市场角度来看，若就业人数连续增加100万，将对市场不利。而外汇经纪商OANDA高级市场分析师Edward Moya表示，如果这一数字超过150万，可能导致美债收益率飙升，为美元提供一些暂时支撑。渣打银行全球外汇研究部负责人Steve Englander认为，只有非农数据增加200万以上时，美联储才会改变立场，并认为经济过热，并超出可接受的范围。</p><p>当然，也有许多机构给出了非农就业低于预期的风险。所有的79家机构中有2家预测非农就业低于80万。此前，有分析人士指出，非农低于100万将导致美债温和反弹，收益率温和下挫并跌破1.5%。</p><p><b>市场反应</b></p><p>消息公布后，美元指数短线走低40点至90.53，10年期美债收益率下跌10BP至1.48%。现货黄金短线走高约10美元，报1826.43美元/盎司。美股股指期货短线急速拉升，纳指期货涨幅扩大至1.3%。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>大幅不及预期！美国4月非农就业仅新增26.6万</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大幅不及预期！美国4月非农就业仅新增26.6万\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-07 20:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>摘要：美国4月非农就业人口变动 26.6万，预期 99.8万，前值 91.6万；美国4月失业率 6.1%，预期 5.8%，前值 6%。</blockquote><p>5月7日公布的数据显示，美国4月非农就业大幅不及预期，失业率抬升。</p><p>美国4月非农就业人口增加26.6万，预期增加99.8万，前值增加91.6万。</p><p><img src=\"https://static.tigerbbs.com/ad4fdfd6cc906c9f66861c649da51a49\" tg-width=\"500\" tg-height=\"269\" referrerpolicy=\"no-referrer\"></p><p>美国4月失业率6.1%，预期5.8%，前值6%。</p><p><img src=\"https://static.tigerbbs.com/8b2755943e54d0cd79b7bfd069be1ddd\" tg-width=\"500\" tg-height=\"264\" referrerpolicy=\"no-referrer\"></p><p>目前，美国仍然比疫情前少了820万个工作岗位。</p><p><img src=\"https://static.tigerbbs.com/644c9539b2aa8c9920ac5fb403961d45\" tg-width=\"500\" tg-height=\"265\" referrerpolicy=\"no-referrer\"></p><p>劳动参与率也令人失望，为61.7％，即便高于预期的61.6％。</p><p><img src=\"https://static.tigerbbs.com/a2f847e0f027978a4350d61df857fdbb\" tg-width=\"500\" tg-height=\"262\" referrerpolicy=\"no-referrer\"></p><p>有机构表示，美国4月非农数据录得26.6万人，大幅不及预期，失业率上升至6.1%，而可用劳动力的短缺加剧。 雇主发现招聘困难，这种状况阻碍了劳动力市场的发展势头。这意味着美联储的超宽松货币政策是正确的。</p><p>美国明尼阿波利斯联储主席卡什卡利表示，就业报告验证了美联储结果导向性的政策，希望我们能看到雇主们提高工资，许多财政支持仍在酝酿之中。他还表示，对华尔街批评美联储政策的人“没有同情”，有近900万到1000万美国人仍然没有工作，我坚定地认为应提供大量支持，目前在恢复充分就业方面仍处于“深坑”中。</p><p>此前多家机构给出乐观预期</p><p>值得注意的是，非农数据公布前，主要投行对4月非农就业人口的增幅预期较为乐观，但各投行之间的预期差距较大。</p><p>分析人士也表示，此次投行集体预测失误，已经可以记入史册。</p><p><img src=\"https://static.tigerbbs.com/c96b84d3383be6955f6308c2879f77a6\" tg-width=\"500\" tg-height=\"174\" referrerpolicy=\"no-referrer\"></p><p>具体而言，美国4月季调后非农就业人口增幅料介于85万至150万，失业率料介于5.5%-5.9%，平均时薪年率增幅料介于-0.6%至-0.2%。</p><p>其中，渣打银行全球外汇研究部负责人史蒂夫·英格兰Steve Englander给出了非农增加150万人的乐观预测。</p><p>值得一提的是，WilmingtonTrust首席分析师LukeTilley称，仅从市场角度来看，若就业人数连续增加100万，将对市场不利。而外汇经纪商OANDA高级市场分析师Edward Moya表示，如果这一数字超过150万，可能导致美债收益率飙升，为美元提供一些暂时支撑。渣打银行全球外汇研究部负责人Steve Englander认为，只有非农数据增加200万以上时，美联储才会改变立场，并认为经济过热，并超出可接受的范围。</p><p>当然，也有许多机构给出了非农就业低于预期的风险。所有的79家机构中有2家预测非农就业低于80万。此前，有分析人士指出，非农低于100万将导致美债温和反弹，收益率温和下挫并跌破1.5%。</p><p><b>市场反应</b></p><p>消息公布后，美元指数短线走低40点至90.53，10年期美债收益率下跌10BP至1.48%。现货黄金短线走高约10美元，报1826.43美元/盎司。美股股指期货短线急速拉升，纳指期货涨幅扩大至1.3%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9963fdf0bdb1101a0e95978b643c3c62","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180692702","content_text":"摘要：美国4月非农就业人口变动 26.6万，预期 99.8万，前值 91.6万；美国4月失业率 6.1%，预期 5.8%，前值 6%。5月7日公布的数据显示，美国4月非农就业大幅不及预期，失业率抬升。美国4月非农就业人口增加26.6万，预期增加99.8万，前值增加91.6万。美国4月失业率6.1%，预期5.8%，前值6%。目前，美国仍然比疫情前少了820万个工作岗位。劳动参与率也令人失望，为61.7％，即便高于预期的61.6％。有机构表示，美国4月非农数据录得26.6万人，大幅不及预期，失业率上升至6.1%，而可用劳动力的短缺加剧。 雇主发现招聘困难，这种状况阻碍了劳动力市场的发展势头。这意味着美联储的超宽松货币政策是正确的。美国明尼阿波利斯联储主席卡什卡利表示，就业报告验证了美联储结果导向性的政策，希望我们能看到雇主们提高工资，许多财政支持仍在酝酿之中。他还表示，对华尔街批评美联储政策的人“没有同情”，有近900万到1000万美国人仍然没有工作，我坚定地认为应提供大量支持，目前在恢复充分就业方面仍处于“深坑”中。此前多家机构给出乐观预期值得注意的是，非农数据公布前，主要投行对4月非农就业人口的增幅预期较为乐观，但各投行之间的预期差距较大。分析人士也表示，此次投行集体预测失误，已经可以记入史册。具体而言，美国4月季调后非农就业人口增幅料介于85万至150万，失业率料介于5.5%-5.9%，平均时薪年率增幅料介于-0.6%至-0.2%。其中，渣打银行全球外汇研究部负责人史蒂夫·英格兰Steve Englander给出了非农增加150万人的乐观预测。值得一提的是，WilmingtonTrust首席分析师LukeTilley称，仅从市场角度来看，若就业人数连续增加100万，将对市场不利。而外汇经纪商OANDA高级市场分析师Edward Moya表示，如果这一数字超过150万，可能导致美债收益率飙升，为美元提供一些暂时支撑。渣打银行全球外汇研究部负责人Steve Englander认为，只有非农数据增加200万以上时，美联储才会改变立场，并认为经济过热，并超出可接受的范围。当然，也有许多机构给出了非农就业低于预期的风险。所有的79家机构中有2家预测非农就业低于80万。此前，有分析人士指出，非农低于100万将导致美债温和反弹，收益率温和下挫并跌破1.5%。市场反应消息公布后，美元指数短线走低40点至90.53，10年期美债收益率下跌10BP至1.48%。现货黄金短线走高约10美元，报1826.43美元/盎司。美股股指期货短线急速拉升，纳指期货涨幅扩大至1.3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":102748462,"gmtCreate":1620256804856,"gmtModify":1704340764118,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/102748462","repostId":"1145881706","repostType":4,"repost":{"id":"1145881706","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":1620256293,"share":"https://ttm.financial/m/news/1145881706?lang=&edition=fundamental","pubTime":"2021-05-06 07:11","market":"us","language":"zh","title":"PayPal第一季度净利润同比大增1206%，股价盘后涨超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1145881706","media":"老虎资讯综合","summary":"5月6日，在线支付服务商Paypal周三盘后公布了该公司第一季度财报。财报显示，第一季度营收60.3亿美元，市场预期59.04亿美元，去年同期46.18亿美元；第一季度净利润10.97亿美元，市场预期净利润7.95亿美元，去年同期净利润0.84亿美元；第一季度每股盈利0.92美元，市场预期0.65美元，去年同期0.07美元。在截至3月31日的这一财季，PayPal的净利润为10.97亿美元，比上年同期的8400万美元增长1206%；每股摊薄收益为0.92美元，比去年同期的0.07美元增长1200%。","content":"<p>5月6日，在线支付服务商Paypal周三盘后公布了该公司第一季度财报。财报显示，第一季度营收60.3亿美元，市场预期59.04亿美元，去年同期46.18亿美元；第一季度净利润10.97亿美元，市场预期净利润7.95亿美元，去年同期净利润0.84亿美元；第一季度每股盈利0.92美元，市场预期0.65美元，去年同期0.07美元。</p>\n<p><img src=\"https://static.tigerbbs.com/b310be06ef646365a11b0ad68717cf98\" tg-width=\"838\" tg-height=\"638\"></p>\n<p><b>财务业绩和运营指标：</b></p>\n<p>在截至3月31日的这一财季，PayPal的净利润为10.97亿美元，比上年同期的8400万美元增长1206%；每股摊薄收益为0.92美元，比去年同期的0.07美元增长1200%。不计入某些一次性项目（不按照美国通用会计准则），PayPal第一季度调整后净利润为14.55亿美元，与上年同期的7.86亿美元相比增长85%；调整后每股收益为1.22美元，与上年同期的0.66美元相比增长84%，超出分析师预期。据雅虎财经频道提供的数据显示，38名分析师此前平均预期PayPal第一季度每股收益将达1.01美元。</p>\n<p>PayPal第一季度净营收为60.33亿美元，比上年同期的46.18亿美元增长31%，不计入汇率变动的影响为同比增长29%，这一业绩也超出分析师预期。据雅虎财经频道提供的数据显示，36名分析师此前平均预期PayPal第一季度营收将达59亿美元。</p>\n<p>PayPal第一季度总支付额（TPV）为2854.47亿美元，比去年同期的1905.67亿美元增长50%，不计入汇率变动的影响为同比增长46%。</p>\n<p>PayPal第一季度总运营支出为49.91亿美元，相比之下上年同期为42.20亿美元。其中，交易支出为22.75亿美元，相比之下上年同期为17.39亿美元；交易和贷款损失为2.73亿美元，相比之下上年同期为5.91亿美元；客户支持和运营支出为5.18亿美元，相比之下上年同期为3.99亿美元；销售和营销支出为6.02亿美元，相比之下上年同期为3.71亿美元；技术和开发支出为7.41亿美元，相比之下上年同期为6.05亿美元；总务和行政支出为5.24亿美元，相比之下上年同期为4.86亿美元；重组及其他支出为5800万美元，相比之下上年同期为2900万美元。</p>\n<p>PayPal第一季度运营利润为1042亿美元，相比之下去年同期的运营利润为3.98亿美元；运营利润率为17.3%，与去年同期的8.6%相比上升865个基点。不按照美国通用会计准则，PayPal第一季度调整后运营利润为16.73亿美元，相比之下去年同期为9.08亿美元；调整后运营利润率为27.7%，与去年同期的19.7%相比上升807个基点。</p>\n<p>PayPal第一季度来自于业务运营活动的现金流为17.58亿美元，与上年同期的14.21亿美元相比增长24%；自由现金流为15.37亿美元，与上年同期的12.15亿美元相比增长27%。截至2021年12月31日，PayPal持有的现金和现金等价物以及非股权投资总额为191亿美元，总负债为89亿美元。PayPal第一季度有效税率为-25.8%，与上年同期的68.1%相比下降93.9个百分点；不按照美国通用会计准则，PayPal第一季度有效税率为10.4%，与去年同期的12.4%相比下降2.0个百分点。PayPal在第一季度中通过回购约530万股普通股的形式向股东返还了13亿美元现金。</p>\n<p>PayPal第一季度净新增活跃账户为1450万个，与去年同期相比增长21%，总活跃账户达到了3.92亿个。在第一季度中，PayPal处理的交易量达到了44亿次，同比增长34%。在过去12个月时间里，PayPal的每活跃账户交易处理量为42.2次，同比增长7%。</p>\n<p><b>业绩展望：</b></p>\n<p>PayPal预计，2021财年第二季度该公司净营收将达62.5亿美元，同比增长19%，不计入汇率变动的影响为同比增长17%，超出预期；每股摊薄收益预计将达0.76美元，相比之下去年同期为1.29美元；不按照美国通用会计准则的调整后每股收益预计将达1.12美元，同比增长5%，也超出预期。第二季度每股收益展望中包含了一笔约为每股0.58美元的预期净未实现收益，这项收益来自于PayPal的战略投资组合；第二季度不按照美国通用会计准则的业绩预期反映了约5.25亿美元的调整，其中包括预计约为4亿美元的股权奖励支出及其相关工资税。据雅虎财经频道统计的数据显示，35名分析师此前平均预期PayPal第二季度营收将达61.6亿美元，37名分析师此前平均预期PayPal第二季度每股收益将达1.1美元。</p>\n<p>PayPal预计，2021财年全年该公司净营收将达257.5亿美元，同比增长20%，不计入汇率变动的影响为同比增长18.5%，略微超出预期；每股摊薄收益预计将达3.33美元；不按照美国通用会计准则的调整后每股收益预计将达4.70美元，同比增长21%，也超出预期。2021财年每股收益展望中包含了一笔约为每股1.24美元的预期净未实现收益，这项收益来自于PayPal的战略投资组合；2021财年不按照美国通用会计准则的业绩预期反映了约22.1亿美元的调整，其中包括预计约为17亿美元的股权奖励支出及其相关工资税。据雅虎财经频道统计的数据显示，47名分析师此前平均预期PayPal全年营收将达257.1亿美元，47名分析师此前平均预期PayPal全年每股收益将达4.57美元。</p>\n<p>PayPal预计，2021财年全年该公司的净新增活跃账户将在5200万到5500万个之间，并预计全年总支付额将同比增长30%。</p>\n<p>财报公布后，Paypal股价盘后涨超4%，该公司股价周三收跌1.1%，报247.4美元。</p>\n<p><img src=\"https://static.tigerbbs.com/66cc879026e08bd5e63401804a1e1ced\" tg-width=\"1302\" tg-height=\"833\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>PayPal第一季度净利润同比大增1206%，股价盘后涨超4%</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\">\nPayPal第一季度净利润同比大增1206%，股价盘后涨超4%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-06 07:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月6日，在线支付服务商Paypal周三盘后公布了该公司第一季度财报。财报显示，第一季度营收60.3亿美元，市场预期59.04亿美元，去年同期46.18亿美元；第一季度净利润10.97亿美元，市场预期净利润7.95亿美元，去年同期净利润0.84亿美元；第一季度每股盈利0.92美元，市场预期0.65美元，去年同期0.07美元。</p>\n<p><img src=\"https://static.tigerbbs.com/b310be06ef646365a11b0ad68717cf98\" tg-width=\"838\" tg-height=\"638\"></p>\n<p><b>财务业绩和运营指标：</b></p>\n<p>在截至3月31日的这一财季，PayPal的净利润为10.97亿美元，比上年同期的8400万美元增长1206%；每股摊薄收益为0.92美元，比去年同期的0.07美元增长1200%。不计入某些一次性项目（不按照美国通用会计准则），PayPal第一季度调整后净利润为14.55亿美元，与上年同期的7.86亿美元相比增长85%；调整后每股收益为1.22美元，与上年同期的0.66美元相比增长84%，超出分析师预期。据雅虎财经频道提供的数据显示，38名分析师此前平均预期PayPal第一季度每股收益将达1.01美元。</p>\n<p>PayPal第一季度净营收为60.33亿美元，比上年同期的46.18亿美元增长31%，不计入汇率变动的影响为同比增长29%，这一业绩也超出分析师预期。据雅虎财经频道提供的数据显示，36名分析师此前平均预期PayPal第一季度营收将达59亿美元。</p>\n<p>PayPal第一季度总支付额（TPV）为2854.47亿美元，比去年同期的1905.67亿美元增长50%，不计入汇率变动的影响为同比增长46%。</p>\n<p>PayPal第一季度总运营支出为49.91亿美元，相比之下上年同期为42.20亿美元。其中，交易支出为22.75亿美元，相比之下上年同期为17.39亿美元；交易和贷款损失为2.73亿美元，相比之下上年同期为5.91亿美元；客户支持和运营支出为5.18亿美元，相比之下上年同期为3.99亿美元；销售和营销支出为6.02亿美元，相比之下上年同期为3.71亿美元；技术和开发支出为7.41亿美元，相比之下上年同期为6.05亿美元；总务和行政支出为5.24亿美元，相比之下上年同期为4.86亿美元；重组及其他支出为5800万美元，相比之下上年同期为2900万美元。</p>\n<p>PayPal第一季度运营利润为1042亿美元，相比之下去年同期的运营利润为3.98亿美元；运营利润率为17.3%，与去年同期的8.6%相比上升865个基点。不按照美国通用会计准则，PayPal第一季度调整后运营利润为16.73亿美元，相比之下去年同期为9.08亿美元；调整后运营利润率为27.7%，与去年同期的19.7%相比上升807个基点。</p>\n<p>PayPal第一季度来自于业务运营活动的现金流为17.58亿美元，与上年同期的14.21亿美元相比增长24%；自由现金流为15.37亿美元，与上年同期的12.15亿美元相比增长27%。截至2021年12月31日，PayPal持有的现金和现金等价物以及非股权投资总额为191亿美元，总负债为89亿美元。PayPal第一季度有效税率为-25.8%，与上年同期的68.1%相比下降93.9个百分点；不按照美国通用会计准则，PayPal第一季度有效税率为10.4%，与去年同期的12.4%相比下降2.0个百分点。PayPal在第一季度中通过回购约530万股普通股的形式向股东返还了13亿美元现金。</p>\n<p>PayPal第一季度净新增活跃账户为1450万个，与去年同期相比增长21%，总活跃账户达到了3.92亿个。在第一季度中，PayPal处理的交易量达到了44亿次，同比增长34%。在过去12个月时间里，PayPal的每活跃账户交易处理量为42.2次，同比增长7%。</p>\n<p><b>业绩展望：</b></p>\n<p>PayPal预计，2021财年第二季度该公司净营收将达62.5亿美元，同比增长19%，不计入汇率变动的影响为同比增长17%，超出预期；每股摊薄收益预计将达0.76美元，相比之下去年同期为1.29美元；不按照美国通用会计准则的调整后每股收益预计将达1.12美元，同比增长5%，也超出预期。第二季度每股收益展望中包含了一笔约为每股0.58美元的预期净未实现收益，这项收益来自于PayPal的战略投资组合；第二季度不按照美国通用会计准则的业绩预期反映了约5.25亿美元的调整，其中包括预计约为4亿美元的股权奖励支出及其相关工资税。据雅虎财经频道统计的数据显示，35名分析师此前平均预期PayPal第二季度营收将达61.6亿美元，37名分析师此前平均预期PayPal第二季度每股收益将达1.1美元。</p>\n<p>PayPal预计，2021财年全年该公司净营收将达257.5亿美元，同比增长20%，不计入汇率变动的影响为同比增长18.5%，略微超出预期；每股摊薄收益预计将达3.33美元；不按照美国通用会计准则的调整后每股收益预计将达4.70美元，同比增长21%，也超出预期。2021财年每股收益展望中包含了一笔约为每股1.24美元的预期净未实现收益，这项收益来自于PayPal的战略投资组合；2021财年不按照美国通用会计准则的业绩预期反映了约22.1亿美元的调整，其中包括预计约为17亿美元的股权奖励支出及其相关工资税。据雅虎财经频道统计的数据显示，47名分析师此前平均预期PayPal全年营收将达257.1亿美元，47名分析师此前平均预期PayPal全年每股收益将达4.57美元。</p>\n<p>PayPal预计，2021财年全年该公司的净新增活跃账户将在5200万到5500万个之间，并预计全年总支付额将同比增长30%。</p>\n<p>财报公布后，Paypal股价盘后涨超4%，该公司股价周三收跌1.1%，报247.4美元。</p>\n<p><img src=\"https://static.tigerbbs.com/66cc879026e08bd5e63401804a1e1ced\" tg-width=\"1302\" tg-height=\"833\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f3d6910b39b74c9e31da213a675621c","relate_stocks":{"PYPL":"PayPal"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145881706","content_text":"5月6日，在线支付服务商Paypal周三盘后公布了该公司第一季度财报。财报显示，第一季度营收60.3亿美元，市场预期59.04亿美元，去年同期46.18亿美元；第一季度净利润10.97亿美元，市场预期净利润7.95亿美元，去年同期净利润0.84亿美元；第一季度每股盈利0.92美元，市场预期0.65美元，去年同期0.07美元。\n\n财务业绩和运营指标：\n在截至3月31日的这一财季，PayPal的净利润为10.97亿美元，比上年同期的8400万美元增长1206%；每股摊薄收益为0.92美元，比去年同期的0.07美元增长1200%。不计入某些一次性项目（不按照美国通用会计准则），PayPal第一季度调整后净利润为14.55亿美元，与上年同期的7.86亿美元相比增长85%；调整后每股收益为1.22美元，与上年同期的0.66美元相比增长84%，超出分析师预期。据雅虎财经频道提供的数据显示，38名分析师此前平均预期PayPal第一季度每股收益将达1.01美元。\nPayPal第一季度净营收为60.33亿美元，比上年同期的46.18亿美元增长31%，不计入汇率变动的影响为同比增长29%，这一业绩也超出分析师预期。据雅虎财经频道提供的数据显示，36名分析师此前平均预期PayPal第一季度营收将达59亿美元。\nPayPal第一季度总支付额（TPV）为2854.47亿美元，比去年同期的1905.67亿美元增长50%，不计入汇率变动的影响为同比增长46%。\nPayPal第一季度总运营支出为49.91亿美元，相比之下上年同期为42.20亿美元。其中，交易支出为22.75亿美元，相比之下上年同期为17.39亿美元；交易和贷款损失为2.73亿美元，相比之下上年同期为5.91亿美元；客户支持和运营支出为5.18亿美元，相比之下上年同期为3.99亿美元；销售和营销支出为6.02亿美元，相比之下上年同期为3.71亿美元；技术和开发支出为7.41亿美元，相比之下上年同期为6.05亿美元；总务和行政支出为5.24亿美元，相比之下上年同期为4.86亿美元；重组及其他支出为5800万美元，相比之下上年同期为2900万美元。\nPayPal第一季度运营利润为1042亿美元，相比之下去年同期的运营利润为3.98亿美元；运营利润率为17.3%，与去年同期的8.6%相比上升865个基点。不按照美国通用会计准则，PayPal第一季度调整后运营利润为16.73亿美元，相比之下去年同期为9.08亿美元；调整后运营利润率为27.7%，与去年同期的19.7%相比上升807个基点。\nPayPal第一季度来自于业务运营活动的现金流为17.58亿美元，与上年同期的14.21亿美元相比增长24%；自由现金流为15.37亿美元，与上年同期的12.15亿美元相比增长27%。截至2021年12月31日，PayPal持有的现金和现金等价物以及非股权投资总额为191亿美元，总负债为89亿美元。PayPal第一季度有效税率为-25.8%，与上年同期的68.1%相比下降93.9个百分点；不按照美国通用会计准则，PayPal第一季度有效税率为10.4%，与去年同期的12.4%相比下降2.0个百分点。PayPal在第一季度中通过回购约530万股普通股的形式向股东返还了13亿美元现金。\nPayPal第一季度净新增活跃账户为1450万个，与去年同期相比增长21%，总活跃账户达到了3.92亿个。在第一季度中，PayPal处理的交易量达到了44亿次，同比增长34%。在过去12个月时间里，PayPal的每活跃账户交易处理量为42.2次，同比增长7%。\n业绩展望：\nPayPal预计，2021财年第二季度该公司净营收将达62.5亿美元，同比增长19%，不计入汇率变动的影响为同比增长17%，超出预期；每股摊薄收益预计将达0.76美元，相比之下去年同期为1.29美元；不按照美国通用会计准则的调整后每股收益预计将达1.12美元，同比增长5%，也超出预期。第二季度每股收益展望中包含了一笔约为每股0.58美元的预期净未实现收益，这项收益来自于PayPal的战略投资组合；第二季度不按照美国通用会计准则的业绩预期反映了约5.25亿美元的调整，其中包括预计约为4亿美元的股权奖励支出及其相关工资税。据雅虎财经频道统计的数据显示，35名分析师此前平均预期PayPal第二季度营收将达61.6亿美元，37名分析师此前平均预期PayPal第二季度每股收益将达1.1美元。\nPayPal预计，2021财年全年该公司净营收将达257.5亿美元，同比增长20%，不计入汇率变动的影响为同比增长18.5%，略微超出预期；每股摊薄收益预计将达3.33美元；不按照美国通用会计准则的调整后每股收益预计将达4.70美元，同比增长21%，也超出预期。2021财年每股收益展望中包含了一笔约为每股1.24美元的预期净未实现收益，这项收益来自于PayPal的战略投资组合；2021财年不按照美国通用会计准则的业绩预期反映了约22.1亿美元的调整，其中包括预计约为17亿美元的股权奖励支出及其相关工资税。据雅虎财经频道统计的数据显示，47名分析师此前平均预期PayPal全年营收将达257.1亿美元，47名分析师此前平均预期PayPal全年每股收益将达4.57美元。\nPayPal预计，2021财年全年该公司的净新增活跃账户将在5200万到5500万个之间，并预计全年总支付额将同比增长30%。\n财报公布后，Paypal股价盘后涨超4%，该公司股价周三收跌1.1%，报247.4美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":102748912,"gmtCreate":1620256774636,"gmtModify":1704340762968,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"Time in the market beats timing the market&nbsp;","listText":"Time in the market beats timing the market&nbsp;","text":"Time in the market beats timing the market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/102748912","isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106793380,"gmtCreate":1620143300340,"gmtModify":1704339315223,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"Oh nooo","listText":"Oh nooo","text":"Oh nooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106793380","repostId":"1108282071","repostType":4,"repost":{"id":"1108282071","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":1620141415,"share":"https://ttm.financial/m/news/1108282071?lang=&edition=fundamental","pubTime":"2021-05-04 23:16","market":"us","language":"zh","title":"美国财长耶伦：为防止经济过热，可能不得不提高利率","url":"https://stock-news.laohu8.com/highlight/detail?id=1108282071","media":"老虎资讯综合","summary":"周二晚间消息，美国财长耶伦表示：为了防止经济过热，可能不得不提高利率。预计一段时间内将处于低利率环境，但仍需确保赤字处于“可控水平”。\n\n耶伦在谈到拜登政府的增税计划时表示：在特朗普政府实施减税后几乎没有投资激增的迹象。在过去10年里，未收税总额达到7万亿美元，边际税率对增长的影响远没有许多人想象的那么大。\n\n耶伦讲话期间，市场出现大幅波动。截至发稿，美元指数短线上扬逾20点，现报91.37；道指盘中跌幅扩大至1%；恐慌指数VIX升至3月25日以来新高，报21.70。","content":"<p>周二晚间消息，<b>美国财长耶伦表示：为了防止经济过热，可能不得不提高利率。预计一段时间内将处于低利率环境，但仍需确保赤字处于“可控水平</b><b>”</b><b>。</b></p><p>耶伦在谈到拜登政府的增税计划时表示：在特朗普政府实施减税后几乎没有投资激增的迹象。在过去10年里，未收税总额达到7万亿美元，边际税率对增长的影响远没有许多人想象的那么大。</p><p>耶伦讲话期间，市场出现大幅波动。截至发稿，美元指数短线上扬逾20点，现报91.37；道指盘中跌幅扩大至1%；恐慌指数VIX升至3月25日以来新高，报21.70。</p><p><img src=\"https://static.tigerbbs.com/7da79402e519226e52fc772f580bc37f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国财长耶伦：为防止经济过热，可能不得不提高利率</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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国财长耶伦：为防止经济过热，可能不得不提高利率\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-04 23:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周二晚间消息，<b>美国财长耶伦表示：为了防止经济过热，可能不得不提高利率。预计一段时间内将处于低利率环境，但仍需确保赤字处于“可控水平</b><b>”</b><b>。</b></p><p>耶伦在谈到拜登政府的增税计划时表示：在特朗普政府实施减税后几乎没有投资激增的迹象。在过去10年里，未收税总额达到7万亿美元，边际税率对增长的影响远没有许多人想象的那么大。</p><p>耶伦讲话期间，市场出现大幅波动。截至发稿，美元指数短线上扬逾20点，现报91.37；道指盘中跌幅扩大至1%；恐慌指数VIX升至3月25日以来新高，报21.70。</p><p><img src=\"https://static.tigerbbs.com/7da79402e519226e52fc772f580bc37f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2f6a9cbf4714e0761b9e821945d374ee","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108282071","content_text":"周二晚间消息，美国财长耶伦表示：为了防止经济过热，可能不得不提高利率。预计一段时间内将处于低利率环境，但仍需确保赤字处于“可控水平”。耶伦在谈到拜登政府的增税计划时表示：在特朗普政府实施减税后几乎没有投资激增的迹象。在过去10年里，未收税总额达到7万亿美元，边际税率对增长的影响远没有许多人想象的那么大。耶伦讲话期间，市场出现大幅波动。截至发稿，美元指数短线上扬逾20点，现报91.37；道指盘中跌幅扩大至1%；恐慌指数VIX升至3月25日以来新高，报21.70。","news_type":1},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106979911,"gmtCreate":1620086500933,"gmtModify":1704338336846,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"Good new york","listText":"Good new york","text":"Good new york","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106979911","repostId":"1131519851","repostType":4,"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106928659,"gmtCreate":1620085270571,"gmtModify":1704338303587,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"Redistribution of wealth","listText":"Redistribution of wealth","text":"Redistribution of wealth","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/106928659","repostId":"2132152425","repostType":4,"repost":{"id":"2132152425","kind":"news","pubTimestamp":1620080580,"share":"https://ttm.financial/m/news/2132152425?lang=&edition=fundamental","pubTime":"2021-05-04 06:23","market":"hk","language":"zh","title":"比尔盖茨宣布离婚！超级富豪离婚的代价有多大？","url":"https://stock-news.laohu8.com/highlight/detail?id=2132152425","media":"新浪财经综合","summary":"　　微软创始人比尔·盖茨日前宣布与妻子梅琳达·盖茨离婚。根据福布斯今年发布的2021全球富豪榜，比尔·盖茨以1240亿美元的资产位列世界第四。　　超级富豪离婚的代价有多大？2019年世界首富亚马逊创始人杰夫．贝佐斯离婚曾经付出383亿美元的天价“分手费”，而传媒大亨默多克在与邓文迪结婚前把名下的主要资产放进了家族信托进行隔离保护。两人婚后共抚养四名子女。　　2019年，拥有逾千亿美元身价的贝佐斯与麦肯齐达成离婚协议。","content":"<p>来源：瞰天下</p>\n<p><a href=\"https://laohu8.com/S/MSFT\">微软</a>创始人比尔·盖茨日前宣布与妻子梅琳达·盖茨离婚。根据福布斯今年发布的2021全球富豪榜，比尔·盖茨以1240亿美元的资产位列世界第四。</p>\n<p>超级富豪离婚的代价有多大？2019年世界首富<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>创始人杰夫．贝佐斯离婚曾经付出383亿美元的天价“分手费”，而传媒大亨默多克在与邓文迪结婚前把名下的主要资产放进了家族信托进行隔离保护。国内一些富豪离婚案也曾导致一些复杂纠葛。</p>\n<p><img src=\"https://static.tigerbbs.com/1dc6b7900e225fb1072ea0b139686c40\" tg-width=\"550\" tg-height=\"588\" referrerpolicy=\"no-referrer\"></p>\n<p>福布斯2021全球富豪排行榜，比尔·盖茨位列第四。</p>\n<p><b>贝佐斯的383亿美元天价“分手费”</b></p>\n<p>20多年前，麦肯齐和贝佐斯在同一家对冲基金工作时相识，两人1993年结婚。1994年，贝佐斯创立<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>，麦肯齐是当时亚马逊的会计，也是亚马逊最早的员工之一。两人婚后共抚养四名子女。</p>\n<p>2019年，拥有逾千亿美元身价的贝佐斯与麦肯齐达成离婚协议。由于贝佐斯和麦肯齐在结婚时并没有签过婚前协议，他们夫妇在离婚前则共同持有约16%的亚马逊股份，根据他们所在的华盛顿州法律，<b>麦肯齐本可分到一半身价，但她选择了慷慨放手，最终只分走了亚马逊4%的股票，当时这部分股票的价值达383亿美元。</b>此后，贝佐斯手中仅剩11%左右的亚马逊股份。</p>\n<p>这笔天价“分手费”被外界称之为世界最贵离婚协议，当时彭博亿万富翁指数仍将贝佐斯列为全球第一富豪，并估计其净资产为1180亿美元。（注：截至2021年，贝佐斯资产已经增至1770亿美元。）</p>\n<p><img src=\"https://static.tigerbbs.com/4e5786f8a7a4defcf4d285b9bef35e4f\" tg-width=\"550\" tg-height=\"368\" referrerpolicy=\"no-referrer\"></p>\n<p>其他问题</p>\n<p><b>资产缩水</b></p>\n<p>即便贝索斯的离婚声明写得比结婚誓词还要好，他也不得不面对资产分割的问题，而资产缩水也是富豪离婚中最直接的问题。</p>\n<p>2016年，中国互联网巨头<a href=\"https://laohu8.com/S/300418\">昆仑万维</a>董事长周亚辉与妻子李琼达成离婚财产分割约定，李琼分得2.7793亿股<a href=\"https://laohu8.com/S/300418\">昆仑万维</a>股份，按照当时的股价计算，李琼分得财产达到70.76亿元之巨，这是中国最贵的离婚案。在36个月的锁定期后，李琼便抛出了大量昆仑万维的股票，离婚前还能以260亿位列胡润白手起家榜第一位，到了2018年却只能以69亿的身家排在胡润百富榜的2000多位，“周亚辉抛我，我就抛周亚辉股票”。</p>\n<p><img src=\"https://static.tigerbbs.com/51b54161d1cbf10046520ca70105c16a\" tg-width=\"550\" tg-height=\"586\" referrerpolicy=\"no-referrer\"></p>\n<p><b>默多克在与第二任妻子安娜·托芙离婚时支付了17亿美元</b>，损失惨重，吃一堑长一智的默多克在与邓文迪结婚前把名下的主要资产，特别是<a href=\"https://laohu8.com/S/NWS\">新闻集团</a>股权都放进了家族信托进行隔离保护。<b>2013年，邓文迪在离婚时仅获得了两套房产和让两个女儿成为870万美金基金的受益人，对于邓文迪而言这基本属于净身出户了</b>，不愧是离过三次婚的老法师。</p>\n<p>当然，也有风平浪静、“皆大欢喜”的财产分割。2014年，首登全英女富豪榜的华人女富豪戴秀丽离婚了，不过是她身为数学老师的英国丈夫托尼·霍肯提出的，理由是自己厌倦了太富裕的生活。这位英国老师满足于每瓶十镑的平价酒、喜欢在连锁酒吧吃午餐，也不喜欢名牌，而他的太太喜欢开着<a href=\"https://laohu8.com/S/RRN.UK\">劳斯莱斯</a>和宾利、满世界买着足球俱乐部、喝着900英镑一瓶的香槟。霍肯向英国媒体透露，自己只向身家12亿英镑（约合人民币123亿元）的戴秀丽要了100万英镑的赡养费，认为后半辈子生活有了保障的他，日常生活是免费给穷人家的孩子上课。</p>\n<p><img src=\"https://static.tigerbbs.com/5acf1a71ca7bca43197bc3bbe855294c\" tg-width=\"498\" tg-height=\"590\" referrerpolicy=\"no-referrer\"></p>\n<p>即便资产分割没有问题，离婚本身的负面效应也会让事业婚姻“双水逆”，杨幂和刘恺威离婚，让持续几年的“月经贴”新闻爆料成为了过去式，也让杨幂参股的公司估值缩水了10个亿。</p>\n<p><b>上市受阻，惨被兼并</b></p>\n<p>娇妻在一些富豪的眼中，婚前是救世主，婚后是拦路虎。</p>\n<p>2007年8月，土豆网创始人王微与上海电视台的女主播杨蕾登记结婚，曾经被外界普遍看好的郎才女貌的一对，婚后10个月便开始分居。2008年8月，王微第一次提出离婚，法院没有支持其离婚请求，直至2010年3月，法院才判决双方离婚。双方离婚后半年多的11月，土豆网先于优酷向美国证监会提交了IPO申请，就当王微开始憧憬未来的广阔蓝图时，意外发生了：王微的前妻杨蕾在土豆网提交上市申请的第二天，向上海市徐汇区人民法院起诉，要求分割婚姻关系存续期间的财产。</p>\n<p>上海徐汇区人民法院冻结了王微名下三家公司的股权，土豆网的上市计划瞬间泡汤。半年后，王微与杨蕾达成庭外和解，王微总共支付前妻杨蕾700万美元的经济补偿，先行支付300万美元，待土豆网上市后另行支付余额。同年8月，土豆网终于在美国纳斯达克上市，但是却错过了上市的最好时机，本来遥遥领先的土豆网，最后被优酷吞并。而这件离婚案也催生出了投资界的“土豆条款”。</p>\n<p>所谓“土豆条款”是指投资者要求被投资公司的CEO、主要创始人结婚或者离婚必须经过董事会，尤其是优先股股东的同意后方可进行。如今王微的前妻杨蕾在上海台主持一档家庭纠纷调节节目，举手投足间全是胜利者的姿态。</p>\n<p>不过即便有着“土豆条款”作为防火墙，也是抵挡不住离婚魔咒的显现。与王微杨蕾不同，赶集网的创始人杨浩然与太太是典型的患难夫妻，二十多年前他们在国内相识并结婚，随后一同去美国留学。2005年杨浩然与弟弟一起回国创建了赶集网，与许多能同甘共苦然却不能同富贵的夫妻一样，正当事业有了起色之时，杨浩然和王红艳的婚姻却出现了危机。</p>\n<p>婚姻快速崩溃的导火索是王红艳意外发现了杨浩然在悄悄转移美国账户里的巨额存款，由于不甘心把自己辛苦创立的赶集网的股权分割给妻子，两人开始了堪称拉锯战的离婚诉讼，部分股权被保全有，让赶集网与土豆网一样错失了上市的良机。2013年，赶集网的老对手<a href=\"https://laohu8.com/S/WUBA\">58同城</a>完成了纳斯达克上市，在资金的支持下，很快超越了赶集网，投资人不再期盼赶集网上市转而开始谋划并购，最终，58并购了赶集网。顺便提一句，赶集网和<a href=\"https://laohu8.com/S/WUBA\">58同城</a>的代言人，分别是“离过婚”的姚晨和杨幂。</p>\n<p>针对赶集网、土豆网等前车之鉴，可能已经不是文件和条款可以防范的了，有VC公司表示，对准备投资的公司，凡是老板已婚的，要访谈其太太。</p>\n<p>并不是每个富豪的离婚都伴有股权之争和债务违约，曾经的中国女首富吴亚军财产分割架构，便是可复制的离婚范本。早在2008年，龙湖地产上市前，吴亚军与丈夫蔡奎已经“预离婚”，他们把股份分割好，并各自交由自己的家族信托控制，只是为了成功上市瞒而不报感情不和的问题。正是由于这样的设计，2012年二人离婚时，并没有产生任何股权分割的纠纷，吴亚军通过协议在离婚后掌管着二人的股份，而前夫蔡奎拿着巨额分手费和一个空姐结了婚。</p>\n<p>如果说土豆赶集创始人的离婚是“非合作博弈”，那吴亚军夫妇的“离婚经济学”则正是“合作博弈”的典范。</p>\n<p><b>豪门恩怨与牢狱之灾</b></p>\n<p>豪门的离婚恩怨，有时还会催生出牢狱之灾。</p>\n<p>北京的apm，上海的ifc、iapm，成都的IFS，这些各地标志性的购物中心都是香港<a href=\"https://laohu8.com/S/00016\">新鸿基地产</a>旗下的商业地产项目，而它背后的郭氏家族也是香港继李嘉诚之后的第二大富豪家族，新鸿基在郭氏三兄弟的团结合作下成为了香港市值最大的地产公司。而就是这样一个商业巨擘，差点被婚变击沉。</p>\n<p>1997年的世纪绑架案给新鸿基大少郭炳湘留下了心理阴影，导致他患上了躁狂症，赎金支付环节的种种迟疑让他对家里人产生了怀疑，连妻子李天颖也无法沟通。要知道当年为了娶李天颖，多情种子郭炳湘不惜离婚并且与家人决裂。</p>\n<p><img src=\"https://static.tigerbbs.com/f961bc00237d816a35460b3453d1d5cb\" tg-width=\"486\" tg-height=\"458\" referrerpolicy=\"no-referrer\"></p>\n<p>在这个时候，郭炳湘的初恋情人唐锦馨给予他最大的关怀，郭炳湘也一直住在唐锦馨家里疗伤，慢慢恢复之后又重新回到家族企业掌权，并让唐锦馨进入新鸿基担任要职。而唐锦馨逐渐介入公司营运并扩展个人影响力，引起了郭家其他人的不满。</p>\n<p>郭炳湘和他的唐小姐出双入对，似乎只等一张与原配的离婚纸，见证了两任大儿媳的郭老太太显然希望事不过三。2002年10月，她聚齐三兄弟，让郭炳江记录了“11条家规”，包括：郭炳湘不能与李天颖离婚，唐锦馨与子女不能参与公司事务及管理、不准进入帝苑酒店及两个办公室、不能嫁郭炳湘及自称郭太，等等。并由三兄弟见证签名作实。</p>\n<p>不过如果家规有用，还要编剧做什么，郭炳湘并没有遵守这些。不得已郭老太太动用集团最高权限罢免了郭炳湘的主席位，踢他出了董事局，还将家族的信托基金一分为三，分别给了二儿子郭炳江、三儿子郭炳联以及郭炳湘的原配妻子李天颖，原本的家族继承人郭炳湘反而没有分到一毛钱，这样的分割是为了保证郭炳湘一旦婚变，家族基金不受大的影响。</p>\n<p>郭炳湘并没有坐以待毙，他运用手上搜集的证据，指控两个弟弟贿赂，爆出香港世纪贪污案——前政务司司长许仕仁的涉贪案件。</p>\n<p>为了两个儿子免受牢狱之灾，郭老太邝肖卿向郭氏三兄弟平均分配了新鸿基股权，但是尽管有黄金律师团助阵，郭家二爷郭炳江还是被判入罪，辞去了新鸿基的职务。</p>\n<p>这段如TVB大戏般精彩的剧情还真被TVB搬上了荧幕，巧合的是岳华与郭炳湘，角色扮演者和角色的原型竟然在2018年的同一天去世。</p>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>比尔盖茨宣布离婚！超级富豪离婚的代价有多大？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; 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float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n比尔盖茨宣布离婚！超级富豪离婚的代价有多大？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-04 06:23 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-05-04/doc-ikmxzfmm0438875.shtml><strong>新浪财经综合</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：瞰天下\n微软创始人比尔·盖茨日前宣布与妻子梅琳达·盖茨离婚。根据福布斯今年发布的2021全球富豪榜，比尔·盖茨以1240亿美元的资产位列世界第四。\n超级富豪离婚的代价有多大？2019年世界首富亚马逊创始人杰夫．贝佐斯离婚曾经付出383亿美元的天价“分手费”，而传媒大亨默多克在与邓文迪结婚前把名下的主要资产放进了家族信托进行隔离保护。国内一些富豪离婚案也曾导致一些复杂纠葛。\n\n福布斯2021...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-05-04/doc-ikmxzfmm0438875.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ae09aeb718ecfeb44eda599f34a7a54","relate_stocks":{"09086":"华夏纳指-U","MSFT":"微软","03086":"华夏纳指","AMZN":"亚马逊","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-05-04/doc-ikmxzfmm0438875.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2132152425","content_text":"来源：瞰天下\n微软创始人比尔·盖茨日前宣布与妻子梅琳达·盖茨离婚。根据福布斯今年发布的2021全球富豪榜，比尔·盖茨以1240亿美元的资产位列世界第四。\n超级富豪离婚的代价有多大？2019年世界首富亚马逊创始人杰夫．贝佐斯离婚曾经付出383亿美元的天价“分手费”，而传媒大亨默多克在与邓文迪结婚前把名下的主要资产放进了家族信托进行隔离保护。国内一些富豪离婚案也曾导致一些复杂纠葛。\n\n福布斯2021全球富豪排行榜，比尔·盖茨位列第四。\n贝佐斯的383亿美元天价“分手费”\n20多年前，麦肯齐和贝佐斯在同一家对冲基金工作时相识，两人1993年结婚。1994年，贝佐斯创立亚马逊，麦肯齐是当时亚马逊的会计，也是亚马逊最早的员工之一。两人婚后共抚养四名子女。\n2019年，拥有逾千亿美元身价的贝佐斯与麦肯齐达成离婚协议。由于贝佐斯和麦肯齐在结婚时并没有签过婚前协议，他们夫妇在离婚前则共同持有约16%的亚马逊股份，根据他们所在的华盛顿州法律，麦肯齐本可分到一半身价，但她选择了慷慨放手，最终只分走了亚马逊4%的股票，当时这部分股票的价值达383亿美元。此后，贝佐斯手中仅剩11%左右的亚马逊股份。\n这笔天价“分手费”被外界称之为世界最贵离婚协议，当时彭博亿万富翁指数仍将贝佐斯列为全球第一富豪，并估计其净资产为1180亿美元。（注：截至2021年，贝佐斯资产已经增至1770亿美元。）\n\n其他问题\n资产缩水\n即便贝索斯的离婚声明写得比结婚誓词还要好，他也不得不面对资产分割的问题，而资产缩水也是富豪离婚中最直接的问题。\n2016年，中国互联网巨头昆仑万维董事长周亚辉与妻子李琼达成离婚财产分割约定，李琼分得2.7793亿股昆仑万维股份，按照当时的股价计算，李琼分得财产达到70.76亿元之巨，这是中国最贵的离婚案。在36个月的锁定期后，李琼便抛出了大量昆仑万维的股票，离婚前还能以260亿位列胡润白手起家榜第一位，到了2018年却只能以69亿的身家排在胡润百富榜的2000多位，“周亚辉抛我，我就抛周亚辉股票”。\n\n默多克在与第二任妻子安娜·托芙离婚时支付了17亿美元，损失惨重，吃一堑长一智的默多克在与邓文迪结婚前把名下的主要资产，特别是新闻集团股权都放进了家族信托进行隔离保护。2013年，邓文迪在离婚时仅获得了两套房产和让两个女儿成为870万美金基金的受益人，对于邓文迪而言这基本属于净身出户了，不愧是离过三次婚的老法师。\n当然，也有风平浪静、“皆大欢喜”的财产分割。2014年，首登全英女富豪榜的华人女富豪戴秀丽离婚了，不过是她身为数学老师的英国丈夫托尼·霍肯提出的，理由是自己厌倦了太富裕的生活。这位英国老师满足于每瓶十镑的平价酒、喜欢在连锁酒吧吃午餐，也不喜欢名牌，而他的太太喜欢开着劳斯莱斯和宾利、满世界买着足球俱乐部、喝着900英镑一瓶的香槟。霍肯向英国媒体透露，自己只向身家12亿英镑（约合人民币123亿元）的戴秀丽要了100万英镑的赡养费，认为后半辈子生活有了保障的他，日常生活是免费给穷人家的孩子上课。\n\n即便资产分割没有问题，离婚本身的负面效应也会让事业婚姻“双水逆”，杨幂和刘恺威离婚，让持续几年的“月经贴”新闻爆料成为了过去式，也让杨幂参股的公司估值缩水了10个亿。\n上市受阻，惨被兼并\n娇妻在一些富豪的眼中，婚前是救世主，婚后是拦路虎。\n2007年8月，土豆网创始人王微与上海电视台的女主播杨蕾登记结婚，曾经被外界普遍看好的郎才女貌的一对，婚后10个月便开始分居。2008年8月，王微第一次提出离婚，法院没有支持其离婚请求，直至2010年3月，法院才判决双方离婚。双方离婚后半年多的11月，土豆网先于优酷向美国证监会提交了IPO申请，就当王微开始憧憬未来的广阔蓝图时，意外发生了：王微的前妻杨蕾在土豆网提交上市申请的第二天，向上海市徐汇区人民法院起诉，要求分割婚姻关系存续期间的财产。\n上海徐汇区人民法院冻结了王微名下三家公司的股权，土豆网的上市计划瞬间泡汤。半年后，王微与杨蕾达成庭外和解，王微总共支付前妻杨蕾700万美元的经济补偿，先行支付300万美元，待土豆网上市后另行支付余额。同年8月，土豆网终于在美国纳斯达克上市，但是却错过了上市的最好时机，本来遥遥领先的土豆网，最后被优酷吞并。而这件离婚案也催生出了投资界的“土豆条款”。\n所谓“土豆条款”是指投资者要求被投资公司的CEO、主要创始人结婚或者离婚必须经过董事会，尤其是优先股股东的同意后方可进行。如今王微的前妻杨蕾在上海台主持一档家庭纠纷调节节目，举手投足间全是胜利者的姿态。\n不过即便有着“土豆条款”作为防火墙，也是抵挡不住离婚魔咒的显现。与王微杨蕾不同，赶集网的创始人杨浩然与太太是典型的患难夫妻，二十多年前他们在国内相识并结婚，随后一同去美国留学。2005年杨浩然与弟弟一起回国创建了赶集网，与许多能同甘共苦然却不能同富贵的夫妻一样，正当事业有了起色之时，杨浩然和王红艳的婚姻却出现了危机。\n婚姻快速崩溃的导火索是王红艳意外发现了杨浩然在悄悄转移美国账户里的巨额存款，由于不甘心把自己辛苦创立的赶集网的股权分割给妻子，两人开始了堪称拉锯战的离婚诉讼，部分股权被保全有，让赶集网与土豆网一样错失了上市的良机。2013年，赶集网的老对手58同城完成了纳斯达克上市，在资金的支持下，很快超越了赶集网，投资人不再期盼赶集网上市转而开始谋划并购，最终，58并购了赶集网。顺便提一句，赶集网和58同城的代言人，分别是“离过婚”的姚晨和杨幂。\n针对赶集网、土豆网等前车之鉴，可能已经不是文件和条款可以防范的了，有VC公司表示，对准备投资的公司，凡是老板已婚的，要访谈其太太。\n并不是每个富豪的离婚都伴有股权之争和债务违约，曾经的中国女首富吴亚军财产分割架构，便是可复制的离婚范本。早在2008年，龙湖地产上市前，吴亚军与丈夫蔡奎已经“预离婚”，他们把股份分割好，并各自交由自己的家族信托控制，只是为了成功上市瞒而不报感情不和的问题。正是由于这样的设计，2012年二人离婚时，并没有产生任何股权分割的纠纷，吴亚军通过协议在离婚后掌管着二人的股份，而前夫蔡奎拿着巨额分手费和一个空姐结了婚。\n如果说土豆赶集创始人的离婚是“非合作博弈”，那吴亚军夫妇的“离婚经济学”则正是“合作博弈”的典范。\n豪门恩怨与牢狱之灾\n豪门的离婚恩怨，有时还会催生出牢狱之灾。\n北京的apm，上海的ifc、iapm，成都的IFS，这些各地标志性的购物中心都是香港新鸿基地产旗下的商业地产项目，而它背后的郭氏家族也是香港继李嘉诚之后的第二大富豪家族，新鸿基在郭氏三兄弟的团结合作下成为了香港市值最大的地产公司。而就是这样一个商业巨擘，差点被婚变击沉。\n1997年的世纪绑架案给新鸿基大少郭炳湘留下了心理阴影，导致他患上了躁狂症，赎金支付环节的种种迟疑让他对家里人产生了怀疑，连妻子李天颖也无法沟通。要知道当年为了娶李天颖，多情种子郭炳湘不惜离婚并且与家人决裂。\n\n在这个时候，郭炳湘的初恋情人唐锦馨给予他最大的关怀，郭炳湘也一直住在唐锦馨家里疗伤，慢慢恢复之后又重新回到家族企业掌权，并让唐锦馨进入新鸿基担任要职。而唐锦馨逐渐介入公司营运并扩展个人影响力，引起了郭家其他人的不满。\n郭炳湘和他的唐小姐出双入对，似乎只等一张与原配的离婚纸，见证了两任大儿媳的郭老太太显然希望事不过三。2002年10月，她聚齐三兄弟，让郭炳江记录了“11条家规”，包括：郭炳湘不能与李天颖离婚，唐锦馨与子女不能参与公司事务及管理、不准进入帝苑酒店及两个办公室、不能嫁郭炳湘及自称郭太，等等。并由三兄弟见证签名作实。\n不过如果家规有用，还要编剧做什么，郭炳湘并没有遵守这些。不得已郭老太太动用集团最高权限罢免了郭炳湘的主席位，踢他出了董事局，还将家族的信托基金一分为三，分别给了二儿子郭炳江、三儿子郭炳联以及郭炳湘的原配妻子李天颖，原本的家族继承人郭炳湘反而没有分到一毛钱，这样的分割是为了保证郭炳湘一旦婚变，家族基金不受大的影响。\n郭炳湘并没有坐以待毙，他运用手上搜集的证据，指控两个弟弟贿赂，爆出香港世纪贪污案——前政务司司长许仕仁的涉贪案件。\n为了两个儿子免受牢狱之灾，郭老太邝肖卿向郭氏三兄弟平均分配了新鸿基股权，但是尽管有黄金律师团助阵，郭家二爷郭炳江还是被判入罪，辞去了新鸿基的职务。\n这段如TVB大戏般精彩的剧情还真被TVB搬上了荧幕，巧合的是岳华与郭炳湘，角色扮演者和角色的原型竟然在2018年的同一天去世。","news_type":1},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9026403309,"gmtCreate":1653407619002,"gmtModify":1676535276510,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026403309","repostId":"2237835951","repostType":4,"repost":{"id":"2237835951","kind":"highlight","pubTimestamp":1653384125,"share":"https://ttm.financial/m/news/2237835951?lang=&edition=fundamental","pubTime":"2022-05-24 17:22","market":"us","language":"en","title":"Apple: This Is A Blessing For Dividend Growth Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2237835951","media":"seekingalpha","summary":"SummaryIn this article, I start by explaining why I haven't added to Apple since last year using my ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>In this article, I start by explaining why I haven&#39;t added to Apple since last year using my macroeconomic view.</li><li>While stock price weakness isn&#39;t fun, investors can use better prices to get access to one of the best dividend growth stocks on the market.</li><li>Apple is sitting on a load of cash, and future high free cash flow will fuel both buybacks and dividend growth.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c8c050cfb147c509947da8a7709b03d\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>Feline Lim/Getty Images News</span></p><p><b>Introduction</b></p><p>I own one dividend growth stock that is officially part of the technology sector. That stock is <b>Apple Inc. (</b><b>NASDAQ:AAPL</b><b>)</b>. It&#39;s one of my favorite investments despite its somewhat subdued exposure in my portfolio and the fact that I rarely cover the stock. I have 3.7% of my portfolio in Apple, which is below my portfolio average of 4.3%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40a49ae31038734f82bf7edfe90dc9b3\" tg-width=\"640\" tg-height=\"321\" width=\"100%\" height=\"auto\"/><span>Author Portfolio</span></p><p>The reason why I haven&#39;t covered the stock since May 9, 2021, is the same reason why the stock is still way too small in my portfolio: macro developments. In this article, I will explain why Apple is doing so poorly after I wrote in 2021 that inflation would become a serious issue - especially with regard to the Federal Reserve&#39;s actions. However, while the current stock market isn&#39;t fun for long-only (long-term) investors, I&#39;m actually incredibly excited to see that Apple is doing so poorly. It provides us dividend growth investors with an opportunity to add at much better prices that will provide us with long-term opportunities to add substantial wealth to our portfolios. Apple is one of the stocks that need serious weakness to make sense for dividend growth investors.</p><p>In this article, I invite you to read my thoughts on macro, Apple, and my strategy in this market.</p><p>I will also explain why buying a very low yield makes sense for the &#34;average&#34; dividend investor.</p><p>So, let&#39;s get to it!</p><p><b>A Quick Look Back</b></p><p>Let&#39;s start with some transparency. I bought Apple in 2021 at an average price of $123.68. I haven&#39;t bought more shares since then for one big reason: I wasn&#39;t a fan of technology and &#34;growth&#34; stocks given the macro environment.</p><p>Last year, I wrote the following paragraph:</p><blockquote>When I say Apple&#39;s Achilles&#39; heel, I mean its sensitivity in times of rising inflation. I am not afraid of the competition potentially beating Apple long-term (i.e., Microsoft (MSFT)), and I am not afraid of recessions. While a recession will keep pressure on Apple for 1-2 years (on average), underperformance due to inflation is Apple&#39;s real enemy.</blockquote><p>Also, the following part applies here given what I&#39;m about to show you next:</p><blockquote>While highly speculative stocks get butchered, Apple is holding up very well as the company is what I consider to be the perfect mix of growth AND value. The company is not only expected to generate high growth in the future but also reward its investors already with massive buybacks and significant dividend hikes.</blockquote><p><b>Inflation &amp; Key Macro</b></p><p>Unfortunately, I was right as inflation did become a big issue. Consumer price inflation in the United States is now above 8%. The situation in key markets like Europe isn&#39;t much better as the reasons why inflation is high are similar in various economic &#34;hotspots.&#34;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f60ef1a56fde1bce88cc43d9f09dd81e\" tg-width=\"640\" tg-height=\"385\" width=\"100%\" height=\"auto\"/><span>St. Louis Federal Reserve</span></p><p>It all started in 2020 when lockdowns hurt supply chains. Inventories were empty and demand imploded in various sectors/industries. Then, demand came back roaring, yet there was no way for supply to rebound just as quickly. It hurt global shipping, manufacturing input prices, commodity prices, and much more. These problems still aren&#39;t gone as China started to lock down its cities again. Right now, this is once again causing supply chain issues to worsen in US ports. Add to this that energy markets are seeing severe supply/demand imbalances as drillers aren&#39;t able or willing to increase production. Oil prices are above $100 despite Chinese lockdowns, economic growth fears, and an aggressive Federal Reserve.</p><p>Add to this the war in Ukraine and the (related) food crisis that is slowly weakening the consumer where it hurts most: in essential purchases.</p><p>Moreover, central banks blew up their balance sheets like there was no tomorrow in 2020. Between the start of 2020 and the end of 2021, major central banks (Fed, ECB, Bank of Japan, People&#39;s Bank of China) raised their combined assets from $21 trillion to more than $31 trillion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c3ac383ba9a99dd86c06e7a1d1c4672\" tg-width=\"640\" tg-height=\"391\" width=\"100%\" height=\"auto\"/><span>Yardeni Research, Inc</span></p><p>In other words, a decreasing number of goods (and services) due to supply chain issues were chased by an ever-increasing amount of cash. It supported stock prices, home values, crypto, NFTs, and pretty much everything else that was perceived to have value.</p><p>Fast forward to 2022 and we&#39;re in a situation where things are different. Inflation is high, supply chains are still broken, economic growth is slowing, and the Federal Reserve is expected to hike aggressively - in this case, while economic growth is weakening.</p><p>As my friend and macro expert Nick Glinsman wrote last week, the Fed could be even more aggressive to tame inflation than some expect right now.</p><blockquote>When thinking about the Federal Reserve&#39;s job in getting inflation down, we often talk about real rates as measured by TIPS. However, instead we should be thinking about the gap between the Fed Funds rate and the consumer price index. <b><i>This measurement, what I would call the &#34;real&#34; real rate, shows just how far we are from having a positive reading. It may be the case the amount of tightening needed to tame inflation is much greater than many realize. In fact, if the Fed were to ignore this measure, it risks throwing the economy into a recession without actually getting inflation under control.</i></b></blockquote><blockquote>Real 10-year rates measured by TIPS are just barely positive right now, whereas there&#39;s a much larger gap between US CPI at 8.3% and the Fed Funds rate at 1%. If you look at the last inflationary period during the 1980s, it took years of the Fed Funds rate exceeding CPI for the Paul Volcker-led Fed to bring inflation down durably.</blockquote><p>What this means is that the Fed Funds futures&#39; terminal rate estimate of 3.25% in March 2023 may not be enough to tame inflation. The Fed said it will keep raising rates until inflation falls towards its 2% target. As it&#39;s doubtful that inflation will fall to 3.25% by March, more aggressive hikes might be needed.</p><p>After all, a big part of inflation is caused by issues the Fed cannot influence. The Fed cannot solve the war in Ukraine, it cannot increase oil production, it cannot add labor supply, and it cannot convince China to refrain from implementing new lockdowns.</p><p>As a result, investors are de-risking their portfolios. The S&amp;P 500 is down roughly 18.2% from its all-time high including dividends. The ARK Innovation <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a> (ARKK) is down 73% from its all-time high as investors have sold high-growth stocks. The tech-heavy QQQ ETF (QQQ) is down 28.4%. Apple has lost roughly a quarter of its value.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf1db187341ca70bc3ac9712ed7b1a38\" tg-width=\"635\" tg-height=\"467\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>In other words, not only has Apple been one of the best performers since the pandemic, but it&#39;s also doing rather well during the ongoing pandemic - compared to stocks that also shined prior to the sell-off. However, the company is not the world&#39;s most valuable company anymore, as it has been overtaken by oil giant Saudi Aramco as reported by the Wall Street Journal.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b49573a475c5d3aa00023b64dc551840\" tg-width=\"640\" tg-height=\"167\" width=\"100%\" height=\"auto\"/><span>Wall Street Journal</span></p><p>With that said, I could not care less. If anything, I&#39;m very happy that Apple is down because I expected that inflation would hurt growth stocks.</p><p>On top of that, long-term investors should cheer on these buying opportunities as Apple is far more than a &#34;growth&#34; stock. As I wrote in 2021 and in this article, Apple is the perfect mix between growth and value. It helped the stock outperform the market in the past and it protects investors in times when pure-growth plays are getting butchered.</p><p>Over the past 10 years, Apple is still up more than 700% including dividends. That&#39;s more than twice the return of the S&amp;P 500.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/013294d2067837f9d7cb002dfe92a989\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>With that said, market turmoil is opening up new opportunities that I want to use given my rather low Apple exposure.</p><p><b>Apple&#39;s Growth &amp; Value</b></p><p>Not only did I rename my <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> account to Growth &amp; Value, but the growth and value approach is also the cornerstone of my dividend growth portfolio, which is roughly 95% of my entire net worth.</p><p>As the current market environment shows so well, the stocks that deliver both growth and value are the best performers. In this case, I consider &#34;value&#34; to be a company&#39;s ability to generate free cash flow used to maintain a healthy balance sheet and pay a growing dividend and the option to buy back shares. The &#34;growth&#34; aspect is straightforward as I dislike companies that are only able to pay a high yield without being able to grow, i.e., sales, EBITDA, and whatnot.</p><p>The graph below is important for what I&#39;m about to say next. I used this graph in a recent dividend growth-focused article as it shows that historically speaking companies with both growth and value have outperformed the (equal-weight) market by a mile. Dividend growers are not just providing a stream of cash for shareholders, but the fact that they are able to pay a growing dividend shows that their businesses are in a good place. Companies that paid a dividend without growth did also well, yet they underperformed growers by a mile.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0ce5f82c39538e470817e836cae2c445\" tg-width=\"1344\" tg-height=\"760\" width=\"100%\" height=\"auto\"/><span>Hartford Funds</span></p><p>Apple has consistently grown its dividend since 2012, when it initiated a dividend for the first time since 1995. Seeking Alpha rates Apple&#39;s dividend growth &#34;A+&#34; compared to its industry peers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/08519cb0f5665a767133e4000b721ff9\" tg-width=\"640\" tg-height=\"212\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p>The current quarterly dividend is $0.23 per share after the company announced a 4.5% hike on April 28. This translates to $0.92 per year, which is a 0.67% yield based on a $138 stock price. This means the chart I used last year is relevant again (the one below). Back then, the yield was 0.68% based on a $130 stock price. It happens every now and then that dividend investors get upset when I give them a company with a yield of 0.7%. 0.7% isn&#39;t a lot, that&#39;s right. $10,000 invested in Apple will result in $70 annual dividends. That won&#39;t get you very far - and $10,000 is a lot of money to a lot of people.</p><p>Last year, the company hiked its dividend by 7.3%. In 2020, the company hiked by 6.5%. In 2019, the company hiked by 5.5%. Over the past 5 years, the average annual hike is 8.8%.</p><p>For the sake of simplicity, let&#39;s assume the company maintains long-term dividend growth of 10% (above its current average). That would result in a yield on cost of 4.2% in 2040. That&#39;s roughly 18 years from now.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7aa214bb0832816d9543aee8bfc0347d\" tg-width=\"1054\" tg-height=\"385\" width=\"100%\" height=\"auto\"/><span>Author</span></p><p>4.2% on cost ends up being $420 in dividends (based on the $10,000 example - without adding shares). I doubt that will get us very far in 2040.</p><p>So, why am I still so happy to discuss this dividend growth opportunity?</p><p>The key is that Apple will not become a high-yield stock anytime soon. Growth is high and Apple generates a LOT of free cash flow.</p><p>When Apple announced the aforementioned 4.5% dividend hike on April 28, it also announced a $90 billion increase to its existing buyback program.</p><p>This is what the company commented on its 2Q22 earnings call:</p><blockquote>Given the continued confidence we have in our business now and into the future, today our Board has authorized an additional $90 billion for share repurchases, as we maintain our goal of getting to net cash neutral, overtime. We&#39;re also raising our dividend by 5% to $0.23 a share and we continue to plan for annual increases in the dividend going forward.</blockquote><p>In that quarter, Apple bought back $22.9 billion worth of stock while returning $3.6 billion in dividends. In other words, the company&#39;s priority is obvious. It will distribute cash in the most tax-efficient way, which also benefits its bottom line. A lower number of shares outstanding equals higher earnings per share.</p><p>The graph below shows annual repurchases and dividends. Repurchases have exceeded $69 billion every single year since 2018.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7546779c8ff134551c0053e3cd707c06\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"/><span>TIKR.com</span></p><p>These buybacks allowed the company to reduce shares outstanding from 20.9 billion in 2017 to 16.7 billion at the end of 2021. That&#39;s a decline of 20% or roughly 4.4% per year.</p><p>While the company is not expected to be able to maintain its (EBITDA) margins in the years ahead, top-line growth is expected to provide a basis for $112 billion in FY2023 free cash flow and close to $120 billion in FY2024 free cash flow.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c344727f5093f16a14b3a102f280630d\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"/><span>TIKR.com</span></p><p>Using $112 billion in expected FCF as an example translates to an implied FCF yield of 5.0% of the company&#39;s $2.23 trillion market cap. In other words, the company could pay a dividend of 5.0% in FY2023 or buy back 5.0% of shares outstanding without using external funding or existing cash reserves.</p><p>With that said, there&#39;s a lot more cash to distribute. Apple&#39;s target to become net-cash neutral means it will have to distribute not only all of its free cash flow but also its net cash balance. Net cash occurs when a company has more cash than gross debt. It&#39;s negative net debt. Most companies have positive net debt. Apple has more cash than gross debt. At the end of FY2021, the company had $66 billion in net cash. Analysts expect that number to rise to more than $120 billion in the years ahead if the company doesn&#39;t buy back shares rather aggressively.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52935bab6d5db9f25a22d41fe7dacab3\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"/><span>TIKR.com</span></p><p>It also opens the door to major M&amp;A, which is why people have speculated that Apple may buy a company like Peloton (PTON), which is currently getting crushed on the stock market. However, while Apple isn&#39;t denying looking for bigger opportunities, it seems to work on its own products based on smaller acquisitions, which I believe is the way to go in that space.</p><p>According to Tim Cook:</p><blockquote>We acquire a lot of smaller companies today and we&#39;ll continue to do that for IP and for great talent. And -- but we don&#39;t discount doing something larger either if the opportunity presents itself.</blockquote><p>Now, onto the valuation.</p><p><b>Valuation &amp; Timing</b></p><p>Apple is down 22.5% year to date, which pushed its market cap to $2.23 trillion. When subtracting $93.2 billion in expected FY2023 net cash, we get an enterprise value of $2.14 trillion.</p><p>This is 15.8x next year&#39;s expected EBITDA of $135 billion. 15.8x is still above the company&#39;s pre-pandemic valuation, but well below prices investors were willing to pay in 2021 and most of 2020.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5514bb0b8494b8df2e8ce9f34bf019f\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>The stock price is now back to where it was in early 2021 after investors pushed the stock to more than $180 at the end of 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c5dabeac5b865aeffbd8e91d5b162ad\" tg-width=\"992\" tg-height=\"400\" width=\"100%\" height=\"auto\"/><span>FINVIZ</span></p><p>It&#39;s hard to predict where the stock will bottom. If ongoing issues are persistent, we could see $120, which is where the stock found a lot of support in the first half of 2021. Below that, I could see $110.</p><p>My strategy is to buy as close to my initial entry as possible ($123.69), if it falls below $120, I will buy more aggressively.</p><p>If you&#39;re new to Apple and looking to initiate a position, I think it&#39;s best to break up an initial investment. For example, buy 25% now and add gradually over time. That way investors get to average down if the stock continues its decline while it gives them a foot in the door if the stock suddenly bottoms and takes off.</p><p><b>Takeaway</b></p><p>Apple has gone nowhere since last year as inflation and related factors have made it impossible for growth stocks to continue their post-pandemic uptrend. However, Apple offers a great mix of both growth and value, which is why the damage to its stock price is somewhat limited compared to pure-growth plays. Apple is my favorite tech/consumer stock for a reason, which is its ability to generate a load of cash on top of its already stunning net cash position.</p><p>The company is dedicated to distributing its existing cash position and most of its free cash flow via buybacks on top of steadily growing dividends. While the dividend yield is low, I still recommend AAPL to dividend growth investors. As long as investors are not dependent on income from their investment, I have little doubt that investors will enjoy long-term outperforming capital gains thanks to aggressive buybacks and a business model relying on its successful tech products and services.</p><p>With that said, the ongoing market environment is tricky. As I explained in this article, the Fed is trying to get inflation down to 2%, which is a tough task due to factors the bank cannot directly influence. As a result, the Fed may have to be more aggressive than anticipated, which could hurt the economy more than expected at a time when consumers are already in a tough spot.</p><p>Nonetheless, in order to make Apple a successful long-term investment, we need stock price weakness. The valuation has gotten a lot better and if the stock continues to drop, I will add more aggressively.</p><p>Again, the stock market environment isn&#39;t fun, but buying Apple at better valuations is absolutely worth it as it gives us a high chance of long-term outperformance and wealth creation.</p><p>(Dis)agree? Let me know in the comments!</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: This Is A Blessing For Dividend Growth Investors</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: This Is A Blessing For Dividend Growth Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-24 17:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4513852-apple-this-is-a-blessing-for-dividend-growth-investors><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIn this article, I start by explaining why I haven't added to Apple since last year using my macroeconomic view.While stock price weakness isn't fun, investors can use better prices to get ...</p>\n\n<a href=\"https://seekingalpha.com/article/4513852-apple-this-is-a-blessing-for-dividend-growth-investors\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4513852-apple-this-is-a-blessing-for-dividend-growth-investors","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2237835951","content_text":"SummaryIn this article, I start by explaining why I haven't added to Apple since last year using my macroeconomic view.While stock price weakness isn't fun, investors can use better prices to get access to one of the best dividend growth stocks on the market.Apple is sitting on a load of cash, and future high free cash flow will fuel both buybacks and dividend growth.Feline Lim/Getty Images NewsIntroductionI own one dividend growth stock that is officially part of the technology sector. That stock is Apple Inc. (NASDAQ:AAPL). It's one of my favorite investments despite its somewhat subdued exposure in my portfolio and the fact that I rarely cover the stock. I have 3.7% of my portfolio in Apple, which is below my portfolio average of 4.3%.Author PortfolioThe reason why I haven't covered the stock since May 9, 2021, is the same reason why the stock is still way too small in my portfolio: macro developments. In this article, I will explain why Apple is doing so poorly after I wrote in 2021 that inflation would become a serious issue - especially with regard to the Federal Reserve's actions. However, while the current stock market isn't fun for long-only (long-term) investors, I'm actually incredibly excited to see that Apple is doing so poorly. It provides us dividend growth investors with an opportunity to add at much better prices that will provide us with long-term opportunities to add substantial wealth to our portfolios. Apple is one of the stocks that need serious weakness to make sense for dividend growth investors.In this article, I invite you to read my thoughts on macro, Apple, and my strategy in this market.I will also explain why buying a very low yield makes sense for the \"average\" dividend investor.So, let's get to it!A Quick Look BackLet's start with some transparency. I bought Apple in 2021 at an average price of $123.68. I haven't bought more shares since then for one big reason: I wasn't a fan of technology and \"growth\" stocks given the macro environment.Last year, I wrote the following paragraph:When I say Apple's Achilles' heel, I mean its sensitivity in times of rising inflation. I am not afraid of the competition potentially beating Apple long-term (i.e., Microsoft (MSFT)), and I am not afraid of recessions. While a recession will keep pressure on Apple for 1-2 years (on average), underperformance due to inflation is Apple's real enemy.Also, the following part applies here given what I'm about to show you next:While highly speculative stocks get butchered, Apple is holding up very well as the company is what I consider to be the perfect mix of growth AND value. The company is not only expected to generate high growth in the future but also reward its investors already with massive buybacks and significant dividend hikes.Inflation & Key MacroUnfortunately, I was right as inflation did become a big issue. Consumer price inflation in the United States is now above 8%. The situation in key markets like Europe isn't much better as the reasons why inflation is high are similar in various economic \"hotspots.\"St. Louis Federal ReserveIt all started in 2020 when lockdowns hurt supply chains. Inventories were empty and demand imploded in various sectors/industries. Then, demand came back roaring, yet there was no way for supply to rebound just as quickly. It hurt global shipping, manufacturing input prices, commodity prices, and much more. These problems still aren't gone as China started to lock down its cities again. Right now, this is once again causing supply chain issues to worsen in US ports. Add to this that energy markets are seeing severe supply/demand imbalances as drillers aren't able or willing to increase production. Oil prices are above $100 despite Chinese lockdowns, economic growth fears, and an aggressive Federal Reserve.Add to this the war in Ukraine and the (related) food crisis that is slowly weakening the consumer where it hurts most: in essential purchases.Moreover, central banks blew up their balance sheets like there was no tomorrow in 2020. Between the start of 2020 and the end of 2021, major central banks (Fed, ECB, Bank of Japan, People's Bank of China) raised their combined assets from $21 trillion to more than $31 trillion.Yardeni Research, IncIn other words, a decreasing number of goods (and services) due to supply chain issues were chased by an ever-increasing amount of cash. It supported stock prices, home values, crypto, NFTs, and pretty much everything else that was perceived to have value.Fast forward to 2022 and we're in a situation where things are different. Inflation is high, supply chains are still broken, economic growth is slowing, and the Federal Reserve is expected to hike aggressively - in this case, while economic growth is weakening.As my friend and macro expert Nick Glinsman wrote last week, the Fed could be even more aggressive to tame inflation than some expect right now.When thinking about the Federal Reserve's job in getting inflation down, we often talk about real rates as measured by TIPS. However, instead we should be thinking about the gap between the Fed Funds rate and the consumer price index. This measurement, what I would call the \"real\" real rate, shows just how far we are from having a positive reading. It may be the case the amount of tightening needed to tame inflation is much greater than many realize. In fact, if the Fed were to ignore this measure, it risks throwing the economy into a recession without actually getting inflation under control.Real 10-year rates measured by TIPS are just barely positive right now, whereas there's a much larger gap between US CPI at 8.3% and the Fed Funds rate at 1%. If you look at the last inflationary period during the 1980s, it took years of the Fed Funds rate exceeding CPI for the Paul Volcker-led Fed to bring inflation down durably.What this means is that the Fed Funds futures' terminal rate estimate of 3.25% in March 2023 may not be enough to tame inflation. The Fed said it will keep raising rates until inflation falls towards its 2% target. As it's doubtful that inflation will fall to 3.25% by March, more aggressive hikes might be needed.After all, a big part of inflation is caused by issues the Fed cannot influence. The Fed cannot solve the war in Ukraine, it cannot increase oil production, it cannot add labor supply, and it cannot convince China to refrain from implementing new lockdowns.As a result, investors are de-risking their portfolios. The S&P 500 is down roughly 18.2% from its all-time high including dividends. The ARK Innovation Pacer Swan SOS Fund of Funds ETF|ETF (ARKK) is down 73% from its all-time high as investors have sold high-growth stocks. The tech-heavy QQQ ETF (QQQ) is down 28.4%. Apple has lost roughly a quarter of its value.Data by YChartsIn other words, not only has Apple been one of the best performers since the pandemic, but it's also doing rather well during the ongoing pandemic - compared to stocks that also shined prior to the sell-off. However, the company is not the world's most valuable company anymore, as it has been overtaken by oil giant Saudi Aramco as reported by the Wall Street Journal.Wall Street JournalWith that said, I could not care less. If anything, I'm very happy that Apple is down because I expected that inflation would hurt growth stocks.On top of that, long-term investors should cheer on these buying opportunities as Apple is far more than a \"growth\" stock. As I wrote in 2021 and in this article, Apple is the perfect mix between growth and value. It helped the stock outperform the market in the past and it protects investors in times when pure-growth plays are getting butchered.Over the past 10 years, Apple is still up more than 700% including dividends. That's more than twice the return of the S&P 500.Data by YChartsWith that said, market turmoil is opening up new opportunities that I want to use given my rather low Apple exposure.Apple's Growth & ValueNot only did I rename my Twitter account to Growth & Value, but the growth and value approach is also the cornerstone of my dividend growth portfolio, which is roughly 95% of my entire net worth.As the current market environment shows so well, the stocks that deliver both growth and value are the best performers. In this case, I consider \"value\" to be a company's ability to generate free cash flow used to maintain a healthy balance sheet and pay a growing dividend and the option to buy back shares. The \"growth\" aspect is straightforward as I dislike companies that are only able to pay a high yield without being able to grow, i.e., sales, EBITDA, and whatnot.The graph below is important for what I'm about to say next. I used this graph in a recent dividend growth-focused article as it shows that historically speaking companies with both growth and value have outperformed the (equal-weight) market by a mile. Dividend growers are not just providing a stream of cash for shareholders, but the fact that they are able to pay a growing dividend shows that their businesses are in a good place. Companies that paid a dividend without growth did also well, yet they underperformed growers by a mile.Hartford FundsApple has consistently grown its dividend since 2012, when it initiated a dividend for the first time since 1995. Seeking Alpha rates Apple's dividend growth \"A+\" compared to its industry peers.Seeking AlphaThe current quarterly dividend is $0.23 per share after the company announced a 4.5% hike on April 28. This translates to $0.92 per year, which is a 0.67% yield based on a $138 stock price. This means the chart I used last year is relevant again (the one below). Back then, the yield was 0.68% based on a $130 stock price. It happens every now and then that dividend investors get upset when I give them a company with a yield of 0.7%. 0.7% isn't a lot, that's right. $10,000 invested in Apple will result in $70 annual dividends. That won't get you very far - and $10,000 is a lot of money to a lot of people.Last year, the company hiked its dividend by 7.3%. In 2020, the company hiked by 6.5%. In 2019, the company hiked by 5.5%. Over the past 5 years, the average annual hike is 8.8%.For the sake of simplicity, let's assume the company maintains long-term dividend growth of 10% (above its current average). That would result in a yield on cost of 4.2% in 2040. That's roughly 18 years from now.Author4.2% on cost ends up being $420 in dividends (based on the $10,000 example - without adding shares). I doubt that will get us very far in 2040.So, why am I still so happy to discuss this dividend growth opportunity?The key is that Apple will not become a high-yield stock anytime soon. Growth is high and Apple generates a LOT of free cash flow.When Apple announced the aforementioned 4.5% dividend hike on April 28, it also announced a $90 billion increase to its existing buyback program.This is what the company commented on its 2Q22 earnings call:Given the continued confidence we have in our business now and into the future, today our Board has authorized an additional $90 billion for share repurchases, as we maintain our goal of getting to net cash neutral, overtime. We're also raising our dividend by 5% to $0.23 a share and we continue to plan for annual increases in the dividend going forward.In that quarter, Apple bought back $22.9 billion worth of stock while returning $3.6 billion in dividends. In other words, the company's priority is obvious. It will distribute cash in the most tax-efficient way, which also benefits its bottom line. A lower number of shares outstanding equals higher earnings per share.The graph below shows annual repurchases and dividends. Repurchases have exceeded $69 billion every single year since 2018.TIKR.comThese buybacks allowed the company to reduce shares outstanding from 20.9 billion in 2017 to 16.7 billion at the end of 2021. That's a decline of 20% or roughly 4.4% per year.While the company is not expected to be able to maintain its (EBITDA) margins in the years ahead, top-line growth is expected to provide a basis for $112 billion in FY2023 free cash flow and close to $120 billion in FY2024 free cash flow.TIKR.comUsing $112 billion in expected FCF as an example translates to an implied FCF yield of 5.0% of the company's $2.23 trillion market cap. In other words, the company could pay a dividend of 5.0% in FY2023 or buy back 5.0% of shares outstanding without using external funding or existing cash reserves.With that said, there's a lot more cash to distribute. Apple's target to become net-cash neutral means it will have to distribute not only all of its free cash flow but also its net cash balance. Net cash occurs when a company has more cash than gross debt. It's negative net debt. Most companies have positive net debt. Apple has more cash than gross debt. At the end of FY2021, the company had $66 billion in net cash. Analysts expect that number to rise to more than $120 billion in the years ahead if the company doesn't buy back shares rather aggressively.TIKR.comIt also opens the door to major M&A, which is why people have speculated that Apple may buy a company like Peloton (PTON), which is currently getting crushed on the stock market. However, while Apple isn't denying looking for bigger opportunities, it seems to work on its own products based on smaller acquisitions, which I believe is the way to go in that space.According to Tim Cook:We acquire a lot of smaller companies today and we'll continue to do that for IP and for great talent. And -- but we don't discount doing something larger either if the opportunity presents itself.Now, onto the valuation.Valuation & TimingApple is down 22.5% year to date, which pushed its market cap to $2.23 trillion. When subtracting $93.2 billion in expected FY2023 net cash, we get an enterprise value of $2.14 trillion.This is 15.8x next year's expected EBITDA of $135 billion. 15.8x is still above the company's pre-pandemic valuation, but well below prices investors were willing to pay in 2021 and most of 2020.Data by YChartsThe stock price is now back to where it was in early 2021 after investors pushed the stock to more than $180 at the end of 2021.FINVIZIt's hard to predict where the stock will bottom. If ongoing issues are persistent, we could see $120, which is where the stock found a lot of support in the first half of 2021. Below that, I could see $110.My strategy is to buy as close to my initial entry as possible ($123.69), if it falls below $120, I will buy more aggressively.If you're new to Apple and looking to initiate a position, I think it's best to break up an initial investment. For example, buy 25% now and add gradually over time. That way investors get to average down if the stock continues its decline while it gives them a foot in the door if the stock suddenly bottoms and takes off.TakeawayApple has gone nowhere since last year as inflation and related factors have made it impossible for growth stocks to continue their post-pandemic uptrend. However, Apple offers a great mix of both growth and value, which is why the damage to its stock price is somewhat limited compared to pure-growth plays. Apple is my favorite tech/consumer stock for a reason, which is its ability to generate a load of cash on top of its already stunning net cash position.The company is dedicated to distributing its existing cash position and most of its free cash flow via buybacks on top of steadily growing dividends. While the dividend yield is low, I still recommend AAPL to dividend growth investors. As long as investors are not dependent on income from their investment, I have little doubt that investors will enjoy long-term outperforming capital gains thanks to aggressive buybacks and a business model relying on its successful tech products and services.With that said, the ongoing market environment is tricky. As I explained in this article, the Fed is trying to get inflation down to 2%, which is a tough task due to factors the bank cannot directly influence. As a result, the Fed may have to be more aggressive than anticipated, which could hurt the economy more than expected at a time when consumers are already in a tough spot.Nonetheless, in order to make Apple a successful long-term investment, we need stock price weakness. The valuation has gotten a lot better and if the stock continues to drop, I will add more aggressively.Again, the stock market environment isn't fun, but buying Apple at better valuations is absolutely worth it as it gives us a high chance of long-term outperformance and wealth creation.(Dis)agree? Let me know in the comments!","news_type":1},"isVote":1,"tweetType":1,"viewCount":736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106928659,"gmtCreate":1620085270571,"gmtModify":1704338303587,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"Redistribution of wealth","listText":"Redistribution of wealth","text":"Redistribution of wealth","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/106928659","repostId":"2132152425","repostType":4,"repost":{"id":"2132152425","kind":"news","pubTimestamp":1620080580,"share":"https://ttm.financial/m/news/2132152425?lang=&edition=fundamental","pubTime":"2021-05-04 06:23","market":"hk","language":"zh","title":"比尔盖茨宣布离婚！超级富豪离婚的代价有多大？","url":"https://stock-news.laohu8.com/highlight/detail?id=2132152425","media":"新浪财经综合","summary":"　　微软创始人比尔·盖茨日前宣布与妻子梅琳达·盖茨离婚。根据福布斯今年发布的2021全球富豪榜，比尔·盖茨以1240亿美元的资产位列世界第四。　　超级富豪离婚的代价有多大？2019年世界首富亚马逊创始人杰夫．贝佐斯离婚曾经付出383亿美元的天价“分手费”，而传媒大亨默多克在与邓文迪结婚前把名下的主要资产放进了家族信托进行隔离保护。两人婚后共抚养四名子女。　　2019年，拥有逾千亿美元身价的贝佐斯与麦肯齐达成离婚协议。","content":"<p>来源：瞰天下</p>\n<p><a href=\"https://laohu8.com/S/MSFT\">微软</a>创始人比尔·盖茨日前宣布与妻子梅琳达·盖茨离婚。根据福布斯今年发布的2021全球富豪榜，比尔·盖茨以1240亿美元的资产位列世界第四。</p>\n<p>超级富豪离婚的代价有多大？2019年世界首富<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>创始人杰夫．贝佐斯离婚曾经付出383亿美元的天价“分手费”，而传媒大亨默多克在与邓文迪结婚前把名下的主要资产放进了家族信托进行隔离保护。国内一些富豪离婚案也曾导致一些复杂纠葛。</p>\n<p><img src=\"https://static.tigerbbs.com/1dc6b7900e225fb1072ea0b139686c40\" tg-width=\"550\" tg-height=\"588\" referrerpolicy=\"no-referrer\"></p>\n<p>福布斯2021全球富豪排行榜，比尔·盖茨位列第四。</p>\n<p><b>贝佐斯的383亿美元天价“分手费”</b></p>\n<p>20多年前，麦肯齐和贝佐斯在同一家对冲基金工作时相识，两人1993年结婚。1994年，贝佐斯创立<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>，麦肯齐是当时亚马逊的会计，也是亚马逊最早的员工之一。两人婚后共抚养四名子女。</p>\n<p>2019年，拥有逾千亿美元身价的贝佐斯与麦肯齐达成离婚协议。由于贝佐斯和麦肯齐在结婚时并没有签过婚前协议，他们夫妇在离婚前则共同持有约16%的亚马逊股份，根据他们所在的华盛顿州法律，<b>麦肯齐本可分到一半身价，但她选择了慷慨放手，最终只分走了亚马逊4%的股票，当时这部分股票的价值达383亿美元。</b>此后，贝佐斯手中仅剩11%左右的亚马逊股份。</p>\n<p>这笔天价“分手费”被外界称之为世界最贵离婚协议，当时彭博亿万富翁指数仍将贝佐斯列为全球第一富豪，并估计其净资产为1180亿美元。（注：截至2021年，贝佐斯资产已经增至1770亿美元。）</p>\n<p><img src=\"https://static.tigerbbs.com/4e5786f8a7a4defcf4d285b9bef35e4f\" tg-width=\"550\" tg-height=\"368\" referrerpolicy=\"no-referrer\"></p>\n<p>其他问题</p>\n<p><b>资产缩水</b></p>\n<p>即便贝索斯的离婚声明写得比结婚誓词还要好，他也不得不面对资产分割的问题，而资产缩水也是富豪离婚中最直接的问题。</p>\n<p>2016年，中国互联网巨头<a href=\"https://laohu8.com/S/300418\">昆仑万维</a>董事长周亚辉与妻子李琼达成离婚财产分割约定，李琼分得2.7793亿股<a href=\"https://laohu8.com/S/300418\">昆仑万维</a>股份，按照当时的股价计算，李琼分得财产达到70.76亿元之巨，这是中国最贵的离婚案。在36个月的锁定期后，李琼便抛出了大量昆仑万维的股票，离婚前还能以260亿位列胡润白手起家榜第一位，到了2018年却只能以69亿的身家排在胡润百富榜的2000多位，“周亚辉抛我，我就抛周亚辉股票”。</p>\n<p><img src=\"https://static.tigerbbs.com/51b54161d1cbf10046520ca70105c16a\" tg-width=\"550\" tg-height=\"586\" referrerpolicy=\"no-referrer\"></p>\n<p><b>默多克在与第二任妻子安娜·托芙离婚时支付了17亿美元</b>，损失惨重，吃一堑长一智的默多克在与邓文迪结婚前把名下的主要资产，特别是<a href=\"https://laohu8.com/S/NWS\">新闻集团</a>股权都放进了家族信托进行隔离保护。<b>2013年，邓文迪在离婚时仅获得了两套房产和让两个女儿成为870万美金基金的受益人，对于邓文迪而言这基本属于净身出户了</b>，不愧是离过三次婚的老法师。</p>\n<p>当然，也有风平浪静、“皆大欢喜”的财产分割。2014年，首登全英女富豪榜的华人女富豪戴秀丽离婚了，不过是她身为数学老师的英国丈夫托尼·霍肯提出的，理由是自己厌倦了太富裕的生活。这位英国老师满足于每瓶十镑的平价酒、喜欢在连锁酒吧吃午餐，也不喜欢名牌，而他的太太喜欢开着<a href=\"https://laohu8.com/S/RRN.UK\">劳斯莱斯</a>和宾利、满世界买着足球俱乐部、喝着900英镑一瓶的香槟。霍肯向英国媒体透露，自己只向身家12亿英镑（约合人民币123亿元）的戴秀丽要了100万英镑的赡养费，认为后半辈子生活有了保障的他，日常生活是免费给穷人家的孩子上课。</p>\n<p><img src=\"https://static.tigerbbs.com/5acf1a71ca7bca43197bc3bbe855294c\" tg-width=\"498\" tg-height=\"590\" referrerpolicy=\"no-referrer\"></p>\n<p>即便资产分割没有问题，离婚本身的负面效应也会让事业婚姻“双水逆”，杨幂和刘恺威离婚，让持续几年的“月经贴”新闻爆料成为了过去式，也让杨幂参股的公司估值缩水了10个亿。</p>\n<p><b>上市受阻，惨被兼并</b></p>\n<p>娇妻在一些富豪的眼中，婚前是救世主，婚后是拦路虎。</p>\n<p>2007年8月，土豆网创始人王微与上海电视台的女主播杨蕾登记结婚，曾经被外界普遍看好的郎才女貌的一对，婚后10个月便开始分居。2008年8月，王微第一次提出离婚，法院没有支持其离婚请求，直至2010年3月，法院才判决双方离婚。双方离婚后半年多的11月，土豆网先于优酷向美国证监会提交了IPO申请，就当王微开始憧憬未来的广阔蓝图时，意外发生了：王微的前妻杨蕾在土豆网提交上市申请的第二天，向上海市徐汇区人民法院起诉，要求分割婚姻关系存续期间的财产。</p>\n<p>上海徐汇区人民法院冻结了王微名下三家公司的股权，土豆网的上市计划瞬间泡汤。半年后，王微与杨蕾达成庭外和解，王微总共支付前妻杨蕾700万美元的经济补偿，先行支付300万美元，待土豆网上市后另行支付余额。同年8月，土豆网终于在美国纳斯达克上市，但是却错过了上市的最好时机，本来遥遥领先的土豆网，最后被优酷吞并。而这件离婚案也催生出了投资界的“土豆条款”。</p>\n<p>所谓“土豆条款”是指投资者要求被投资公司的CEO、主要创始人结婚或者离婚必须经过董事会，尤其是优先股股东的同意后方可进行。如今王微的前妻杨蕾在上海台主持一档家庭纠纷调节节目，举手投足间全是胜利者的姿态。</p>\n<p>不过即便有着“土豆条款”作为防火墙，也是抵挡不住离婚魔咒的显现。与王微杨蕾不同，赶集网的创始人杨浩然与太太是典型的患难夫妻，二十多年前他们在国内相识并结婚，随后一同去美国留学。2005年杨浩然与弟弟一起回国创建了赶集网，与许多能同甘共苦然却不能同富贵的夫妻一样，正当事业有了起色之时，杨浩然和王红艳的婚姻却出现了危机。</p>\n<p>婚姻快速崩溃的导火索是王红艳意外发现了杨浩然在悄悄转移美国账户里的巨额存款，由于不甘心把自己辛苦创立的赶集网的股权分割给妻子，两人开始了堪称拉锯战的离婚诉讼，部分股权被保全有，让赶集网与土豆网一样错失了上市的良机。2013年，赶集网的老对手<a href=\"https://laohu8.com/S/WUBA\">58同城</a>完成了纳斯达克上市，在资金的支持下，很快超越了赶集网，投资人不再期盼赶集网上市转而开始谋划并购，最终，58并购了赶集网。顺便提一句，赶集网和<a href=\"https://laohu8.com/S/WUBA\">58同城</a>的代言人，分别是“离过婚”的姚晨和杨幂。</p>\n<p>针对赶集网、土豆网等前车之鉴，可能已经不是文件和条款可以防范的了，有VC公司表示，对准备投资的公司，凡是老板已婚的，要访谈其太太。</p>\n<p>并不是每个富豪的离婚都伴有股权之争和债务违约，曾经的中国女首富吴亚军财产分割架构，便是可复制的离婚范本。早在2008年，龙湖地产上市前，吴亚军与丈夫蔡奎已经“预离婚”，他们把股份分割好，并各自交由自己的家族信托控制，只是为了成功上市瞒而不报感情不和的问题。正是由于这样的设计，2012年二人离婚时，并没有产生任何股权分割的纠纷，吴亚军通过协议在离婚后掌管着二人的股份，而前夫蔡奎拿着巨额分手费和一个空姐结了婚。</p>\n<p>如果说土豆赶集创始人的离婚是“非合作博弈”，那吴亚军夫妇的“离婚经济学”则正是“合作博弈”的典范。</p>\n<p><b>豪门恩怨与牢狱之灾</b></p>\n<p>豪门的离婚恩怨，有时还会催生出牢狱之灾。</p>\n<p>北京的apm，上海的ifc、iapm，成都的IFS，这些各地标志性的购物中心都是香港<a href=\"https://laohu8.com/S/00016\">新鸿基地产</a>旗下的商业地产项目，而它背后的郭氏家族也是香港继李嘉诚之后的第二大富豪家族，新鸿基在郭氏三兄弟的团结合作下成为了香港市值最大的地产公司。而就是这样一个商业巨擘，差点被婚变击沉。</p>\n<p>1997年的世纪绑架案给新鸿基大少郭炳湘留下了心理阴影，导致他患上了躁狂症，赎金支付环节的种种迟疑让他对家里人产生了怀疑，连妻子李天颖也无法沟通。要知道当年为了娶李天颖，多情种子郭炳湘不惜离婚并且与家人决裂。</p>\n<p><img src=\"https://static.tigerbbs.com/f961bc00237d816a35460b3453d1d5cb\" tg-width=\"486\" tg-height=\"458\" referrerpolicy=\"no-referrer\"></p>\n<p>在这个时候，郭炳湘的初恋情人唐锦馨给予他最大的关怀，郭炳湘也一直住在唐锦馨家里疗伤，慢慢恢复之后又重新回到家族企业掌权，并让唐锦馨进入新鸿基担任要职。而唐锦馨逐渐介入公司营运并扩展个人影响力，引起了郭家其他人的不满。</p>\n<p>郭炳湘和他的唐小姐出双入对，似乎只等一张与原配的离婚纸，见证了两任大儿媳的郭老太太显然希望事不过三。2002年10月，她聚齐三兄弟，让郭炳江记录了“11条家规”，包括：郭炳湘不能与李天颖离婚，唐锦馨与子女不能参与公司事务及管理、不准进入帝苑酒店及两个办公室、不能嫁郭炳湘及自称郭太，等等。并由三兄弟见证签名作实。</p>\n<p>不过如果家规有用，还要编剧做什么，郭炳湘并没有遵守这些。不得已郭老太太动用集团最高权限罢免了郭炳湘的主席位，踢他出了董事局，还将家族的信托基金一分为三，分别给了二儿子郭炳江、三儿子郭炳联以及郭炳湘的原配妻子李天颖，原本的家族继承人郭炳湘反而没有分到一毛钱，这样的分割是为了保证郭炳湘一旦婚变，家族基金不受大的影响。</p>\n<p>郭炳湘并没有坐以待毙，他运用手上搜集的证据，指控两个弟弟贿赂，爆出香港世纪贪污案——前政务司司长许仕仁的涉贪案件。</p>\n<p>为了两个儿子免受牢狱之灾，郭老太邝肖卿向郭氏三兄弟平均分配了新鸿基股权，但是尽管有黄金律师团助阵，郭家二爷郭炳江还是被判入罪，辞去了新鸿基的职务。</p>\n<p>这段如TVB大戏般精彩的剧情还真被TVB搬上了荧幕，巧合的是岳华与郭炳湘，角色扮演者和角色的原型竟然在2018年的同一天去世。</p>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>比尔盖茨宣布离婚！超级富豪离婚的代价有多大？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; 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float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n比尔盖茨宣布离婚！超级富豪离婚的代价有多大？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-04 06:23 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-05-04/doc-ikmxzfmm0438875.shtml><strong>新浪财经综合</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：瞰天下\n微软创始人比尔·盖茨日前宣布与妻子梅琳达·盖茨离婚。根据福布斯今年发布的2021全球富豪榜，比尔·盖茨以1240亿美元的资产位列世界第四。\n超级富豪离婚的代价有多大？2019年世界首富亚马逊创始人杰夫．贝佐斯离婚曾经付出383亿美元的天价“分手费”，而传媒大亨默多克在与邓文迪结婚前把名下的主要资产放进了家族信托进行隔离保护。国内一些富豪离婚案也曾导致一些复杂纠葛。\n\n福布斯2021...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-05-04/doc-ikmxzfmm0438875.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ae09aeb718ecfeb44eda599f34a7a54","relate_stocks":{"09086":"华夏纳指-U","MSFT":"微软","03086":"华夏纳指","AMZN":"亚马逊","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-05-04/doc-ikmxzfmm0438875.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2132152425","content_text":"来源：瞰天下\n微软创始人比尔·盖茨日前宣布与妻子梅琳达·盖茨离婚。根据福布斯今年发布的2021全球富豪榜，比尔·盖茨以1240亿美元的资产位列世界第四。\n超级富豪离婚的代价有多大？2019年世界首富亚马逊创始人杰夫．贝佐斯离婚曾经付出383亿美元的天价“分手费”，而传媒大亨默多克在与邓文迪结婚前把名下的主要资产放进了家族信托进行隔离保护。国内一些富豪离婚案也曾导致一些复杂纠葛。\n\n福布斯2021全球富豪排行榜，比尔·盖茨位列第四。\n贝佐斯的383亿美元天价“分手费”\n20多年前，麦肯齐和贝佐斯在同一家对冲基金工作时相识，两人1993年结婚。1994年，贝佐斯创立亚马逊，麦肯齐是当时亚马逊的会计，也是亚马逊最早的员工之一。两人婚后共抚养四名子女。\n2019年，拥有逾千亿美元身价的贝佐斯与麦肯齐达成离婚协议。由于贝佐斯和麦肯齐在结婚时并没有签过婚前协议，他们夫妇在离婚前则共同持有约16%的亚马逊股份，根据他们所在的华盛顿州法律，麦肯齐本可分到一半身价，但她选择了慷慨放手，最终只分走了亚马逊4%的股票，当时这部分股票的价值达383亿美元。此后，贝佐斯手中仅剩11%左右的亚马逊股份。\n这笔天价“分手费”被外界称之为世界最贵离婚协议，当时彭博亿万富翁指数仍将贝佐斯列为全球第一富豪，并估计其净资产为1180亿美元。（注：截至2021年，贝佐斯资产已经增至1770亿美元。）\n\n其他问题\n资产缩水\n即便贝索斯的离婚声明写得比结婚誓词还要好，他也不得不面对资产分割的问题，而资产缩水也是富豪离婚中最直接的问题。\n2016年，中国互联网巨头昆仑万维董事长周亚辉与妻子李琼达成离婚财产分割约定，李琼分得2.7793亿股昆仑万维股份，按照当时的股价计算，李琼分得财产达到70.76亿元之巨，这是中国最贵的离婚案。在36个月的锁定期后，李琼便抛出了大量昆仑万维的股票，离婚前还能以260亿位列胡润白手起家榜第一位，到了2018年却只能以69亿的身家排在胡润百富榜的2000多位，“周亚辉抛我，我就抛周亚辉股票”。\n\n默多克在与第二任妻子安娜·托芙离婚时支付了17亿美元，损失惨重，吃一堑长一智的默多克在与邓文迪结婚前把名下的主要资产，特别是新闻集团股权都放进了家族信托进行隔离保护。2013年，邓文迪在离婚时仅获得了两套房产和让两个女儿成为870万美金基金的受益人，对于邓文迪而言这基本属于净身出户了，不愧是离过三次婚的老法师。\n当然，也有风平浪静、“皆大欢喜”的财产分割。2014年，首登全英女富豪榜的华人女富豪戴秀丽离婚了，不过是她身为数学老师的英国丈夫托尼·霍肯提出的，理由是自己厌倦了太富裕的生活。这位英国老师满足于每瓶十镑的平价酒、喜欢在连锁酒吧吃午餐，也不喜欢名牌，而他的太太喜欢开着劳斯莱斯和宾利、满世界买着足球俱乐部、喝着900英镑一瓶的香槟。霍肯向英国媒体透露，自己只向身家12亿英镑（约合人民币123亿元）的戴秀丽要了100万英镑的赡养费，认为后半辈子生活有了保障的他，日常生活是免费给穷人家的孩子上课。\n\n即便资产分割没有问题，离婚本身的负面效应也会让事业婚姻“双水逆”，杨幂和刘恺威离婚，让持续几年的“月经贴”新闻爆料成为了过去式，也让杨幂参股的公司估值缩水了10个亿。\n上市受阻，惨被兼并\n娇妻在一些富豪的眼中，婚前是救世主，婚后是拦路虎。\n2007年8月，土豆网创始人王微与上海电视台的女主播杨蕾登记结婚，曾经被外界普遍看好的郎才女貌的一对，婚后10个月便开始分居。2008年8月，王微第一次提出离婚，法院没有支持其离婚请求，直至2010年3月，法院才判决双方离婚。双方离婚后半年多的11月，土豆网先于优酷向美国证监会提交了IPO申请，就当王微开始憧憬未来的广阔蓝图时，意外发生了：王微的前妻杨蕾在土豆网提交上市申请的第二天，向上海市徐汇区人民法院起诉，要求分割婚姻关系存续期间的财产。\n上海徐汇区人民法院冻结了王微名下三家公司的股权，土豆网的上市计划瞬间泡汤。半年后，王微与杨蕾达成庭外和解，王微总共支付前妻杨蕾700万美元的经济补偿，先行支付300万美元，待土豆网上市后另行支付余额。同年8月，土豆网终于在美国纳斯达克上市，但是却错过了上市的最好时机，本来遥遥领先的土豆网，最后被优酷吞并。而这件离婚案也催生出了投资界的“土豆条款”。\n所谓“土豆条款”是指投资者要求被投资公司的CEO、主要创始人结婚或者离婚必须经过董事会，尤其是优先股股东的同意后方可进行。如今王微的前妻杨蕾在上海台主持一档家庭纠纷调节节目，举手投足间全是胜利者的姿态。\n不过即便有着“土豆条款”作为防火墙，也是抵挡不住离婚魔咒的显现。与王微杨蕾不同，赶集网的创始人杨浩然与太太是典型的患难夫妻，二十多年前他们在国内相识并结婚，随后一同去美国留学。2005年杨浩然与弟弟一起回国创建了赶集网，与许多能同甘共苦然却不能同富贵的夫妻一样，正当事业有了起色之时，杨浩然和王红艳的婚姻却出现了危机。\n婚姻快速崩溃的导火索是王红艳意外发现了杨浩然在悄悄转移美国账户里的巨额存款，由于不甘心把自己辛苦创立的赶集网的股权分割给妻子，两人开始了堪称拉锯战的离婚诉讼，部分股权被保全有，让赶集网与土豆网一样错失了上市的良机。2013年，赶集网的老对手58同城完成了纳斯达克上市，在资金的支持下，很快超越了赶集网，投资人不再期盼赶集网上市转而开始谋划并购，最终，58并购了赶集网。顺便提一句，赶集网和58同城的代言人，分别是“离过婚”的姚晨和杨幂。\n针对赶集网、土豆网等前车之鉴，可能已经不是文件和条款可以防范的了，有VC公司表示，对准备投资的公司，凡是老板已婚的，要访谈其太太。\n并不是每个富豪的离婚都伴有股权之争和债务违约，曾经的中国女首富吴亚军财产分割架构，便是可复制的离婚范本。早在2008年，龙湖地产上市前，吴亚军与丈夫蔡奎已经“预离婚”，他们把股份分割好，并各自交由自己的家族信托控制，只是为了成功上市瞒而不报感情不和的问题。正是由于这样的设计，2012年二人离婚时，并没有产生任何股权分割的纠纷，吴亚军通过协议在离婚后掌管着二人的股份，而前夫蔡奎拿着巨额分手费和一个空姐结了婚。\n如果说土豆赶集创始人的离婚是“非合作博弈”，那吴亚军夫妇的“离婚经济学”则正是“合作博弈”的典范。\n豪门恩怨与牢狱之灾\n豪门的离婚恩怨，有时还会催生出牢狱之灾。\n北京的apm，上海的ifc、iapm，成都的IFS，这些各地标志性的购物中心都是香港新鸿基地产旗下的商业地产项目，而它背后的郭氏家族也是香港继李嘉诚之后的第二大富豪家族，新鸿基在郭氏三兄弟的团结合作下成为了香港市值最大的地产公司。而就是这样一个商业巨擘，差点被婚变击沉。\n1997年的世纪绑架案给新鸿基大少郭炳湘留下了心理阴影，导致他患上了躁狂症，赎金支付环节的种种迟疑让他对家里人产生了怀疑，连妻子李天颖也无法沟通。要知道当年为了娶李天颖，多情种子郭炳湘不惜离婚并且与家人决裂。\n\n在这个时候，郭炳湘的初恋情人唐锦馨给予他最大的关怀，郭炳湘也一直住在唐锦馨家里疗伤，慢慢恢复之后又重新回到家族企业掌权，并让唐锦馨进入新鸿基担任要职。而唐锦馨逐渐介入公司营运并扩展个人影响力，引起了郭家其他人的不满。\n郭炳湘和他的唐小姐出双入对，似乎只等一张与原配的离婚纸，见证了两任大儿媳的郭老太太显然希望事不过三。2002年10月，她聚齐三兄弟，让郭炳江记录了“11条家规”，包括：郭炳湘不能与李天颖离婚，唐锦馨与子女不能参与公司事务及管理、不准进入帝苑酒店及两个办公室、不能嫁郭炳湘及自称郭太，等等。并由三兄弟见证签名作实。\n不过如果家规有用，还要编剧做什么，郭炳湘并没有遵守这些。不得已郭老太太动用集团最高权限罢免了郭炳湘的主席位，踢他出了董事局，还将家族的信托基金一分为三，分别给了二儿子郭炳江、三儿子郭炳联以及郭炳湘的原配妻子李天颖，原本的家族继承人郭炳湘反而没有分到一毛钱，这样的分割是为了保证郭炳湘一旦婚变，家族基金不受大的影响。\n郭炳湘并没有坐以待毙，他运用手上搜集的证据，指控两个弟弟贿赂，爆出香港世纪贪污案——前政务司司长许仕仁的涉贪案件。\n为了两个儿子免受牢狱之灾，郭老太邝肖卿向郭氏三兄弟平均分配了新鸿基股权，但是尽管有黄金律师团助阵，郭家二爷郭炳江还是被判入罪，辞去了新鸿基的职务。\n这段如TVB大戏般精彩的剧情还真被TVB搬上了荧幕，巧合的是岳华与郭炳湘，角色扮演者和角色的原型竟然在2018年的同一天去世。","news_type":1},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":362114792,"gmtCreate":1614607246516,"gmtModify":1704772977966,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"I believe in both tsla and btc.&nbsp;","listText":"I believe in both tsla and btc.&nbsp;","text":"I believe in both tsla and btc.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/362114792","repostId":"1105841550","repostType":4,"repost":{"id":"1105841550","kind":"news","pubTimestamp":1614600153,"share":"https://ttm.financial/m/news/1105841550?lang=&edition=fundamental","pubTime":"2021-03-01 20:02","market":"us","language":"en","title":"'Build Me An Ark': The Tsunami Of Risk Of Tesla-Bitcoin-Cathie Wood Is Coming","url":"https://stock-news.laohu8.com/highlight/detail?id=1105841550","media":"zerohedge","summary":"Summary:\n\n In today's equity update we are following up on our\n analysis of the Tesla-Bitcoin-Ark ri","content":"<p><u><b>Summary:</b></u></p>\n<blockquote>\n In today's equity update we are following up on our\n <b>analysis of the Tesla-Bitcoin-Ark risk cluster</b>showing an updated positions analysis, cross-correlations in the flagship Ark Innovation ETF, and an drawdown analysis. Yesterday, was another bad session for this risk cluster and Ark Invest had a day with outflows across all their ETFs highlighting that risk sentiment has changed. With the founder's bold move to increase the position in Tesla during the week the risk has gone up that this risk cluster could turn into an ugly forced selling dynamic causing pain in not only Tesla, Bitcoin, and Ark funds, but also US biotechnology stocks where Ark Invest is a major holder with high ownership in selected names.\n</blockquote>\n<p>A little over a month ago we first flagged the Tesla-Bitcoin-Ark risk cluster as something to take note off as short-term correlation between Tesla and Bitcoin was shooting up. A survey from Charles Schwab also confirmed our suspicion that there is a big overlap as these two instruments are among the top five holdings by millennials. Our analysis quickly led us to Ark Invest with its famous Ark Innovation ETF which had a big position in Tesla and its charismatic founder Cathie Wood is a big believer in the so-called disruptive innovation culture of Silicon Valley. This class of people believe firmly in technology as mainly good for society in all its aspects and that&nbsp;Bitcoin is a protection against future wealth confiscation&nbsp;which is most likely inevitable due to historically high wealth inequality.</p>\n<p>This disruptive innovation culture is powerful. It is presented by some of the wealthiest people of this planet. Endless presentation about innovation and institutions like the Singularity University promote these views. Behind Bitcoin you find a huge online marketing machine sucking ordinary people into the game. Recently wealthy people such as Elon Musk has openly supported Bitcoin, first in writing and later in action adding $1.5bn to Tesla’s balance sheet and thereby significantly increasing its earnings volatility. The triangle of Tesla-Bitcoin-Ark and their respective momentum has reinforced each other creating a positive feedback loop luring more investors into these instruments. As we have seen this week the ‘tower of risk’ is beginning to show cracks.</p>\n<p><b>Ark position update and Cathie Wood’s bold move and the risk to biotechnology</b></p>\n<p>This week Tesla-Bitcoin-Ark all came under pressure from negative voices in governments over Bitcoin and beginning noise over real competition for Tesla in the coming years. The risk cluster was clearly moving together, and correlations started rising. On Tuesday, volatility picked up across the board and at one point Cathie Wood felt it was necessary to go public supporting her funds and said that&nbsp;she had increased their position in Tesla&nbsp;using big numbers in the future to justify increasing the risk. This is a bold move, but it increases the risk considerably. When you are at risk of seeing sizeable outflows, you should start reducing the most illiquid positions first while you can control the situation. Because if you are forced to do it by redemptions the game changes dramatically.</p>\n<p>The tables below show updated Ark Invest positions as of yesterday’s close. There are still 26 stocks where Ark Invest holds more than 10% of the outstanding shares. This could become a serious problem if Ark Invest is suddenly caught in a negative feedback loop together with Tesla and Bitcoin. But also note how US biotechnology stocks are overrepresented in this list of stocks with high ownership in percentage of outstanding shares. If Ark Invest suddenly experience across the board outflows, like it did yesterday, then they can suddenly be the forced seller in US biotechnology stocks where they are the whale. This could cascade into the overall US biotechnology segment although the group is diverse.</p>\n<p><i>Stocks held by Ark Invest funds with combined ownership above 10% of outstanding shares</i></p>\n<p><img src=\"https://static.tigerbbs.com/b97684f80243d32efc06f3379d51d4fb\" tg-width=\"500\" tg-height=\"353\">Source: Ark Invest, Bloomberg, and Saxo Group</p>\n<p>The table below shows the largest positions across all funds. Here Tesla has now jumped to 7% of AUM and the first five positions now account for 21.6% of AUM. The five biggest stocks are Tesla, Teladoc Health, Square, Roku, and Baidu. Square just recently reported disappointing Q4 earnings and announced the purchase of $170mn of Bitcoin increasing the risk and feedback loop further in this risk cluster. In the Ark Innovation ETF itself, Tesla is now 10.2% of assets and together with Roku (6%) and Square (5.4%) these three stocks represent 21.6% of assets. If you look at the 10 largest positions in the Ark Innovation ETF then the red thread is that they all come with very high equity valuations and thus low implied equity risk premiums. They are all also mostly equity financed, except for Tesla, which means that the WACC, cost of capital, predominantly come from the cost of equity. With low implied equity risk premiums, the risk-free rate dominates much more than for a company such as say Microsoft or Apple. This means that the rising interest rates could suddenly cause a huge shift in equity valuations. Not because the future is different but because the cost of capital has changed.</p>\n<p><i>Top positions in terms of Ark Invest AUM across all funds</i></p>\n<p><img src=\"https://static.tigerbbs.com/7e06fcb66d5a52e629b48c9cab492586\" tg-width=\"500\" tg-height=\"302\">Source: Ark Invest, Bloomberg, and Saxo Group</p>\n<p><u><b>Correlations on the rise and drawdown outlier</b></u></p>\n<p>The best sign of risk going haywire is always fast rising cross-correlations whether it is on asset classes or single stocks. The chart below shows the 10-day moving cross-correlation in the Ark Innovation ETF since early 2020. It has recently moved to around 0.6 and while it is not a new record the direction is up and has been fast coming from only 0.2 from a few weeks ago. The next week will be critical for the Tesla-Bitcoin-Ark risk cluster as negative feedback loops can be violent and very unpredictable in their outcome.</p>\n<p><img src=\"https://static.tigerbbs.com/ab96aaafda10c2371b1d3a1a14c4a48a\" tg-width=\"500\" tg-height=\"280\"><i>Source: Bloomberg and Saxo Group</i></p>\n<p>Another way of looking at risk is by plotting Ark Innovation ETF drawdowns against that of Nasdaq 100 since December 2015.<b>The ETF has typically experienced a drawdown that is 1.22 times larger than that of Nasdaq 100</b>. As of yesterday, the ratio stands at 2.44 and thus illustrates that something idiosyncratic is taking place at Ark Innovation ETF.</p>\n<p><img src=\"https://static.tigerbbs.com/80db26e42e2910071718ff22a1ff3f2b\" tg-width=\"500\" tg-height=\"308\"><b>If outflows continue today and Tesla comes under pressure again then this indicator could very well hit a new record in terms of being an outlier signaling a negative feedback loop on risk has started.</b></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>'Build Me An Ark': The Tsunami Of Risk Of Tesla-Bitcoin-Cathie Wood Is Coming</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n'Build Me An Ark': The Tsunami Of Risk Of Tesla-Bitcoin-Cathie Wood Is Coming\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-01 20:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/build-me-ark-tsunami-risk-tesla-bitcoin-cathie-wood-coming><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary:\n\n In today's equity update we are following up on our\n analysis of the Tesla-Bitcoin-Ark risk clustershowing an updated positions analysis, cross-correlations in the flagship Ark Innovation ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/build-me-ark-tsunami-risk-tesla-bitcoin-cathie-wood-coming\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","ARKQ":"ARK Autonomous Technology & Robotics ETF","ARKR":"Ark Restaurants Corp","ARKW":"ARK Next Generation Internation ETF","GBTC":"Grayscale Bitcoin Trust","ARKF":"ARK Fintech Innovation ETF","TSLA":"特斯拉","ARKG":"ARK Genomic Revolution ETF"},"source_url":"https://www.zerohedge.com/markets/build-me-ark-tsunami-risk-tesla-bitcoin-cathie-wood-coming","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105841550","content_text":"Summary:\n\n In today's equity update we are following up on our\n analysis of the Tesla-Bitcoin-Ark risk clustershowing an updated positions analysis, cross-correlations in the flagship Ark Innovation ETF, and an drawdown analysis. Yesterday, was another bad session for this risk cluster and Ark Invest had a day with outflows across all their ETFs highlighting that risk sentiment has changed. With the founder's bold move to increase the position in Tesla during the week the risk has gone up that this risk cluster could turn into an ugly forced selling dynamic causing pain in not only Tesla, Bitcoin, and Ark funds, but also US biotechnology stocks where Ark Invest is a major holder with high ownership in selected names.\n\nA little over a month ago we first flagged the Tesla-Bitcoin-Ark risk cluster as something to take note off as short-term correlation between Tesla and Bitcoin was shooting up. A survey from Charles Schwab also confirmed our suspicion that there is a big overlap as these two instruments are among the top five holdings by millennials. Our analysis quickly led us to Ark Invest with its famous Ark Innovation ETF which had a big position in Tesla and its charismatic founder Cathie Wood is a big believer in the so-called disruptive innovation culture of Silicon Valley. This class of people believe firmly in technology as mainly good for society in all its aspects and that Bitcoin is a protection against future wealth confiscation which is most likely inevitable due to historically high wealth inequality.\nThis disruptive innovation culture is powerful. It is presented by some of the wealthiest people of this planet. Endless presentation about innovation and institutions like the Singularity University promote these views. Behind Bitcoin you find a huge online marketing machine sucking ordinary people into the game. Recently wealthy people such as Elon Musk has openly supported Bitcoin, first in writing and later in action adding $1.5bn to Tesla’s balance sheet and thereby significantly increasing its earnings volatility. The triangle of Tesla-Bitcoin-Ark and their respective momentum has reinforced each other creating a positive feedback loop luring more investors into these instruments. As we have seen this week the ‘tower of risk’ is beginning to show cracks.\nArk position update and Cathie Wood’s bold move and the risk to biotechnology\nThis week Tesla-Bitcoin-Ark all came under pressure from negative voices in governments over Bitcoin and beginning noise over real competition for Tesla in the coming years. The risk cluster was clearly moving together, and correlations started rising. On Tuesday, volatility picked up across the board and at one point Cathie Wood felt it was necessary to go public supporting her funds and said that she had increased their position in Tesla using big numbers in the future to justify increasing the risk. This is a bold move, but it increases the risk considerably. When you are at risk of seeing sizeable outflows, you should start reducing the most illiquid positions first while you can control the situation. Because if you are forced to do it by redemptions the game changes dramatically.\nThe tables below show updated Ark Invest positions as of yesterday’s close. There are still 26 stocks where Ark Invest holds more than 10% of the outstanding shares. This could become a serious problem if Ark Invest is suddenly caught in a negative feedback loop together with Tesla and Bitcoin. But also note how US biotechnology stocks are overrepresented in this list of stocks with high ownership in percentage of outstanding shares. If Ark Invest suddenly experience across the board outflows, like it did yesterday, then they can suddenly be the forced seller in US biotechnology stocks where they are the whale. This could cascade into the overall US biotechnology segment although the group is diverse.\nStocks held by Ark Invest funds with combined ownership above 10% of outstanding shares\nSource: Ark Invest, Bloomberg, and Saxo Group\nThe table below shows the largest positions across all funds. Here Tesla has now jumped to 7% of AUM and the first five positions now account for 21.6% of AUM. The five biggest stocks are Tesla, Teladoc Health, Square, Roku, and Baidu. Square just recently reported disappointing Q4 earnings and announced the purchase of $170mn of Bitcoin increasing the risk and feedback loop further in this risk cluster. In the Ark Innovation ETF itself, Tesla is now 10.2% of assets and together with Roku (6%) and Square (5.4%) these three stocks represent 21.6% of assets. If you look at the 10 largest positions in the Ark Innovation ETF then the red thread is that they all come with very high equity valuations and thus low implied equity risk premiums. They are all also mostly equity financed, except for Tesla, which means that the WACC, cost of capital, predominantly come from the cost of equity. With low implied equity risk premiums, the risk-free rate dominates much more than for a company such as say Microsoft or Apple. This means that the rising interest rates could suddenly cause a huge shift in equity valuations. Not because the future is different but because the cost of capital has changed.\nTop positions in terms of Ark Invest AUM across all funds\nSource: Ark Invest, Bloomberg, and Saxo Group\nCorrelations on the rise and drawdown outlier\nThe best sign of risk going haywire is always fast rising cross-correlations whether it is on asset classes or single stocks. The chart below shows the 10-day moving cross-correlation in the Ark Innovation ETF since early 2020. It has recently moved to around 0.6 and while it is not a new record the direction is up and has been fast coming from only 0.2 from a few weeks ago. The next week will be critical for the Tesla-Bitcoin-Ark risk cluster as negative feedback loops can be violent and very unpredictable in their outcome.\nSource: Bloomberg and Saxo Group\nAnother way of looking at risk is by plotting Ark Innovation ETF drawdowns against that of Nasdaq 100 since December 2015.The ETF has typically experienced a drawdown that is 1.22 times larger than that of Nasdaq 100. As of yesterday, the ratio stands at 2.44 and thus illustrates that something idiosyncratic is taking place at Ark Innovation ETF.\nIf outflows continue today and Tesla comes under pressure again then this indicator could very well hit a new record in terms of being an outlier signaling a negative feedback loop on risk has started.","news_type":1},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164543887,"gmtCreate":1624231399649,"gmtModify":1703830862405,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"I trust in Cathie wood","listText":"I trust in Cathie wood","text":"I trust in Cathie wood","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164543887","repostId":"2145704051","repostType":4,"isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345546859,"gmtCreate":1618325648371,"gmtModify":1704709248525,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"Good as I have arkk and arkw","listText":"Good as I have arkk and arkw","text":"Good as I have arkk and arkw","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345546859","repostId":"1127076723","repostType":4,"repost":{"id":"1127076723","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":1618325142,"share":"https://ttm.financial/m/news/1127076723?lang=&edition=fundamental","pubTime":"2021-04-13 22:45","market":"us","language":"zh","title":"特斯拉盘中涨超5%，市值重回7000亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1127076723","media":"老虎资讯综合","summary":"周二，特斯拉盘中涨超5%，市值重回7000亿美元关口。近日，由于看好特斯拉在电池和储能技术方面的领先地位，投行加通贝祥（Canaccord Genuity）的分析师杰德•多谢默（Jed Dorshei","content":"<p>周二，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘中涨超5%，市值重回7000亿美元关口。</p><p><img src=\"https://static.tigerbbs.com/0a1c082017018cf1f845d5dcb207cfe1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>近日，由于看好特斯拉在电池和储能技术方面的领先地位，投行加通贝祥（Canaccord Genuity）的分析师杰德•多谢默（Jed Dorsheimer）加入了华尔街看多阵营，认为该电动汽车制造商的股价将突破1000美元。</p><p>多谢默周一 （4月12 日）将特斯拉评级从“持有”上调至“买入”，并将该股目标价从此前的419美元大幅提升近150%至1071美元，较特斯拉当前水平还逾50%的上涨空间。</p><p>此外，包括奥本海默（Oppenheimer）、派杰（Piper Sandler）和韦德布什（Wedbush）在内的投行均把特斯拉目标价设在1000美元或以上。</p><p>特斯拉定于4月26日公布2021年第一季度财报。根据Refinitiv的数据，分析师平均预期，该公司一季度营收将同比增70%至102亿美元，净利5.04亿美元，高于去年同期的1600万美元。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉盘中涨超5%，市值重回7000亿美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉盘中涨超5%，市值重回7000亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-04-13 22:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周二，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘中涨超5%，市值重回7000亿美元关口。</p><p><img src=\"https://static.tigerbbs.com/0a1c082017018cf1f845d5dcb207cfe1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>近日，由于看好特斯拉在电池和储能技术方面的领先地位，投行加通贝祥（Canaccord Genuity）的分析师杰德•多谢默（Jed Dorsheimer）加入了华尔街看多阵营，认为该电动汽车制造商的股价将突破1000美元。</p><p>多谢默周一 （4月12 日）将特斯拉评级从“持有”上调至“买入”，并将该股目标价从此前的419美元大幅提升近150%至1071美元，较特斯拉当前水平还逾50%的上涨空间。</p><p>此外，包括奥本海默（Oppenheimer）、派杰（Piper Sandler）和韦德布什（Wedbush）在内的投行均把特斯拉目标价设在1000美元或以上。</p><p>特斯拉定于4月26日公布2021年第一季度财报。根据Refinitiv的数据，分析师平均预期，该公司一季度营收将同比增70%至102亿美元，净利5.04亿美元，高于去年同期的1600万美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2ba18e4c173130d8ec828f5035d30189","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127076723","content_text":"周二，特斯拉盘中涨超5%，市值重回7000亿美元关口。近日，由于看好特斯拉在电池和储能技术方面的领先地位，投行加通贝祥（Canaccord Genuity）的分析师杰德•多谢默（Jed Dorsheimer）加入了华尔街看多阵营，认为该电动汽车制造商的股价将突破1000美元。多谢默周一 （4月12 日）将特斯拉评级从“持有”上调至“买入”，并将该股目标价从此前的419美元大幅提升近150%至1071美元，较特斯拉当前水平还逾50%的上涨空间。此外，包括奥本海默（Oppenheimer）、派杰（Piper Sandler）和韦德布什（Wedbush）在内的投行均把特斯拉目标价设在1000美元或以上。特斯拉定于4月26日公布2021年第一季度财报。根据Refinitiv的数据，分析师平均预期，该公司一季度营收将同比增70%至102亿美元，净利5.04亿美元，高于去年同期的1600万美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352044676,"gmtCreate":1616842113895,"gmtModify":1704799556724,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"Tsla will hit three trillions&nbsp;","listText":"Tsla will hit three trillions&nbsp;","text":"Tsla will hit three trillions","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/352044676","repostId":"1105845618","repostType":4,"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353459345,"gmtCreate":1616515206887,"gmtModify":1704795217876,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353459345","repostId":"1198705554","repostType":4,"repost":{"id":"1198705554","kind":"news","pubTimestamp":1616510780,"share":"https://ttm.financial/m/news/1198705554?lang=&edition=fundamental","pubTime":"2021-03-23 22:46","market":"us","language":"zh","title":"美国养老金大调仓，“抛股买债”会冲垮市场吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1198705554","media":"华尔街见闻","summary":"这将导致美债收益率下降，利好股市。","content":"<p>作者：于旭东</p><p>对于股市投资者来说，3月末要特别注意，因为<b>美国养老基金要有大动作了。</b></p><p>下周，美国养老基金可能成为美债大买家，因为他们要重新平衡所持有的债券，以弥补第一季度的抛售，这可能会导致美债收益率至少暂时性下降。</p><p><b>关键的再平衡</b></p><p>美国养老金再平衡，指美国固定收益类养老金在每月末或每季度末根据市场表现调仓，以维持股债配置比例（<b>美国固收类养老金计划整体股债配置比例为6：4</b>）。当季股票收益率小于债券收益率时，季末增配股市使其往往表现更好，18年末即属于类似情形。若当季股票与债券收益率差异较大，季末养老金出于再平衡而调仓，往往加大市场波动。</p><p>因此，美国养老金每季度6:4的再平衡也将带来巨大的抛售。市场预计，再平衡后美国养老金可能更偏重于持有债券，债券和股票的持有比例可能会达到61%：39%或者62%：38%。</p><p><a href=\"https://laohu8.com/S/WFC\">富国银行</a>Michael Schumacher估计，企业养老基金可能将不得不弥补约1250亿美元的债券缺口，这是十年来最大的缺口。Schumacher还表示，这些措施并非都将在季度末之前全部实施，但他预计，到3月31日，这些基金将购买大约250亿美元的债券以弥补这一缺口。</p><p>Schumacher还认为，通常投资者会因为股市的良好表现而减少持股并重新平衡资产，因此美股将承受抛售压力。</p><p>但由于美债收益率持续飙升，股票常常被大杀估值；而每当美债收益率稳定下来时，股票的表现就会转好。随着周一美债收益率下滑，美股尤其是纳斯达克100指数得到了喘息。</p><p><img src=\"https://static.tigerbbs.com/f0390bd463c8fba6be1b8494b54e8ed8\" tg-width=\"909\" tg-height=\"523\" referrerpolicy=\"no-referrer\"></p><p><b>银行需求放缓，养老金已是美债大买家</b></p><p>在2020年，经济不确定性增加，加上刺激方案，导致储蓄额急剧上升，银行系统中的客户存款显着增加。这使银行能够增加其证券投资组合的规模，从而带动了银行对美国国债的强烈需求。</p><p>美银预计，今年，因为非储备存款的增长速度将放缓至正常水平，并且贷款需求将回升，今年银行对美债的需求将下降。<b>而养老金和LDI（负债驱动投资）对美债的需求仍将保持强劲。</b></p><p>这意味着，随着资金状况的改善和费率的提高，养老金将成为今年重要的债券买家。</p><p>美银发现，10年期名义收益率的变化与养老金和保险公司的国债需求之间存在正相关关系，后者遵循类似的资产负债管理策略。由此，美银预计这些投资者的需求将增加50到1500亿美元。</p><p><b>市场预期</b></p><p>截至周一美股收盘，FANG涨势良好，<a href=\"https://laohu8.com/S/FB\">Facebook</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Netflix、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>止跌反弹。</p><p>BTIG股票和衍生品策略主管Julian Emanuel表示，投资者对FANG的抛售已经到头了，他预计成长型股票将受益于本季度末美债收益率的下跌。</p><p>Emanuel同时表示，股市实际上可能处于拐点。而Schumacher也表示，目前美债收益率下降，可能在几周内会保持稳定，但在未来会继续攀升，并导致美股受挫。</p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国养老金大调仓，“抛股买债”会冲垮市场吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-23 22:46 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3624762><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：于旭东对于股市投资者来说，3月末要特别注意，因为美国养老基金要有大动作了。下周，美国养老基金可能成为美债大买家，因为他们要重新平衡所持有的债券，以弥补第一季度的抛售，这可能会导致美债收益率至少暂时性下降。关键的再平衡美国养老金再平衡，指美国固定收益类养老金在每月末或每季度末根据市场表现调仓，以维持股债配置比例（美国固收类养老金计划整体股债配置比例为6：4）。当季股票收益率小于债券收益率时，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3624762\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/96819b78df36696eeccbf03ebd7c466d","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3624762","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1198705554","content_text":"作者：于旭东对于股市投资者来说，3月末要特别注意，因为美国养老基金要有大动作了。下周，美国养老基金可能成为美债大买家，因为他们要重新平衡所持有的债券，以弥补第一季度的抛售，这可能会导致美债收益率至少暂时性下降。关键的再平衡美国养老金再平衡，指美国固定收益类养老金在每月末或每季度末根据市场表现调仓，以维持股债配置比例（美国固收类养老金计划整体股债配置比例为6：4）。当季股票收益率小于债券收益率时，季末增配股市使其往往表现更好，18年末即属于类似情形。若当季股票与债券收益率差异较大，季末养老金出于再平衡而调仓，往往加大市场波动。因此，美国养老金每季度6:4的再平衡也将带来巨大的抛售。市场预计，再平衡后美国养老金可能更偏重于持有债券，债券和股票的持有比例可能会达到61%：39%或者62%：38%。富国银行Michael Schumacher估计，企业养老基金可能将不得不弥补约1250亿美元的债券缺口，这是十年来最大的缺口。Schumacher还表示，这些措施并非都将在季度末之前全部实施，但他预计，到3月31日，这些基金将购买大约250亿美元的债券以弥补这一缺口。Schumacher还认为，通常投资者会因为股市的良好表现而减少持股并重新平衡资产，因此美股将承受抛售压力。但由于美债收益率持续飙升，股票常常被大杀估值；而每当美债收益率稳定下来时，股票的表现就会转好。随着周一美债收益率下滑，美股尤其是纳斯达克100指数得到了喘息。银行需求放缓，养老金已是美债大买家在2020年，经济不确定性增加，加上刺激方案，导致储蓄额急剧上升，银行系统中的客户存款显着增加。这使银行能够增加其证券投资组合的规模，从而带动了银行对美国国债的强烈需求。美银预计，今年，因为非储备存款的增长速度将放缓至正常水平，并且贷款需求将回升，今年银行对美债的需求将下降。而养老金和LDI（负债驱动投资）对美债的需求仍将保持强劲。这意味着，随着资金状况的改善和费率的提高，养老金将成为今年重要的债券买家。美银发现，10年期名义收益率的变化与养老金和保险公司的国债需求之间存在正相关关系，后者遵循类似的资产负债管理策略。由此，美银预计这些投资者的需求将增加50到1500亿美元。市场预期截至周一美股收盘，FANG涨势良好，Facebook、亚马逊、Netflix、谷歌母公司Alphabet和苹果止跌反弹。BTIG股票和衍生品策略主管Julian Emanuel表示，投资者对FANG的抛售已经到头了，他预计成长型股票将受益于本季度末美债收益率的下跌。Emanuel同时表示，股市实际上可能处于拐点。而Schumacher也表示，目前美债收益率下降，可能在几周内会保持稳定，但在未来会继续攀升，并导致美股受挫。","news_type":1},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357350269,"gmtCreate":1617240282951,"gmtModify":1704697662900,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357350269","repostId":"1122415348","repostType":4,"repost":{"id":"1122415348","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":1617240045,"share":"https://ttm.financial/m/news/1122415348?lang=&edition=fundamental","pubTime":"2021-04-01 09:20","market":"hk","language":"zh","title":"开盘：恒指高开0.76%，重磅科技股普涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1122415348","media":"老虎资讯综合","summary":"4月1日，香港恒生指数开盘上涨216.2点，涨幅0.76%，报28594.55点；国企指数开盘上涨113.5点，涨幅1.03%，报11085.54点；红筹指数开盘上涨7.37点，涨幅0.18%，报41","content":"<p>4月1日，香港恒生指数开盘上涨216.2点，涨幅0.76%，报28594.55点；国企指数开盘上涨113.5点，涨幅1.03%，报11085.54点；红筹指数开盘上涨7.37点，涨幅0.18%，报4109.45点。</p><p>恒生科技指数开涨1.86%，重磅科技股普涨，<a href=\"https://laohu8.com/S/00700\">腾讯</a>、美团涨近3%，小米、京东涨逾2%。</p><p><img src=\"https://static.tigerbbs.com/6c4db92c6d6c52b073dede33d0bfdf63\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p><p>小米集团涨超2%，公司回购1930.76万股，耗资4.99亿港元。</p><p>京东涨超2%，公司签订最终协议将京东云和人工智能业务转让给京东数科，资产总价值约为157亿元人民币。</p><p><a href=\"https://laohu8.com/S/03333\">中国恒大</a>开跌超3%，公司2020年营收不及预期。</p><p><a href=\"https://laohu8.com/S/00708\">恒大汽车</a>涨超1%，恒大董事局主席许家印称<a href=\"https://laohu8.com/S/00708\">恒大汽车</a>计划今年4季度试生产，明年实现大量交付。</p><p><a href=\"https://laohu8.com/S/06123\">圆通速递国际</a>涨超6.7%，二零二零年财政年度净利润增加约866.3%。</p><p><a href=\"https://laohu8.com/S/00981\">中芯国际</a>涨近2%，公司2020年全年营收和净利润超预期。</p><p><a href=\"https://laohu8.com/S/00763\">中兴通讯</a>涨1.32%，拟发行股份购买中兴微电子事项获证监会无条件通过。</p><p>港股<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>概念股走强，<a href=\"https://laohu8.com/S/01585\">雅迪控股</a>、<a href=\"https://laohu8.com/S/01772\">赣锋锂业</a>、<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>涨超2%。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>开盘：恒指高开0.76%，重磅科技股普涨</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n开盘：恒指高开0.76%，重磅科技股普涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-04-01 09:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>4月1日，香港恒生指数开盘上涨216.2点，涨幅0.76%，报28594.55点；国企指数开盘上涨113.5点，涨幅1.03%，报11085.54点；红筹指数开盘上涨7.37点，涨幅0.18%，报4109.45点。</p><p>恒生科技指数开涨1.86%，重磅科技股普涨，<a href=\"https://laohu8.com/S/00700\">腾讯</a>、美团涨近3%，小米、京东涨逾2%。</p><p><img src=\"https://static.tigerbbs.com/6c4db92c6d6c52b073dede33d0bfdf63\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p><p>小米集团涨超2%，公司回购1930.76万股，耗资4.99亿港元。</p><p>京东涨超2%，公司签订最终协议将京东云和人工智能业务转让给京东数科，资产总价值约为157亿元人民币。</p><p><a href=\"https://laohu8.com/S/03333\">中国恒大</a>开跌超3%，公司2020年营收不及预期。</p><p><a href=\"https://laohu8.com/S/00708\">恒大汽车</a>涨超1%，恒大董事局主席许家印称<a href=\"https://laohu8.com/S/00708\">恒大汽车</a>计划今年4季度试生产，明年实现大量交付。</p><p><a href=\"https://laohu8.com/S/06123\">圆通速递国际</a>涨超6.7%，二零二零年财政年度净利润增加约866.3%。</p><p><a href=\"https://laohu8.com/S/00981\">中芯国际</a>涨近2%，公司2020年全年营收和净利润超预期。</p><p><a href=\"https://laohu8.com/S/00763\">中兴通讯</a>涨1.32%，拟发行股份购买中兴微电子事项获证监会无条件通过。</p><p>港股<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>概念股走强，<a href=\"https://laohu8.com/S/01585\">雅迪控股</a>、<a href=\"https://laohu8.com/S/01772\">赣锋锂业</a>、<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>涨超2%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"HSI":"恒生指数","HSTECH":"恒生科技指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122415348","content_text":"4月1日，香港恒生指数开盘上涨216.2点，涨幅0.76%，报28594.55点；国企指数开盘上涨113.5点，涨幅1.03%，报11085.54点；红筹指数开盘上涨7.37点，涨幅0.18%，报4109.45点。恒生科技指数开涨1.86%，重磅科技股普涨，腾讯、美团涨近3%，小米、京东涨逾2%。小米集团涨超2%，公司回购1930.76万股，耗资4.99亿港元。京东涨超2%，公司签订最终协议将京东云和人工智能业务转让给京东数科，资产总价值约为157亿元人民币。中国恒大开跌超3%，公司2020年营收不及预期。恒大汽车涨超1%，恒大董事局主席许家印称恒大汽车计划今年4季度试生产，明年实现大量交付。圆通速递国际涨超6.7%，二零二零年财政年度净利润增加约866.3%。中芯国际涨近2%，公司2020年全年营收和净利润超预期。中兴通讯涨1.32%，拟发行股份购买中兴微电子事项获证监会无条件通过。港股特斯拉概念股走强，雅迪控股、赣锋锂业、比亚迪股份涨超2%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355219965,"gmtCreate":1617074677057,"gmtModify":1704801613606,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"Good. Nasdaq will follow","listText":"Good. Nasdaq will follow","text":"Good. Nasdaq will follow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355219965","repostId":"1154709400","repostType":4,"repost":{"id":"1154709400","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":1617070585,"share":"https://ttm.financial/m/news/1154709400?lang=&edition=fundamental","pubTime":"2021-03-30 10:16","market":"hk","language":"zh","title":"恒生科技指数涨幅扩大至2%，京东健康涨8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1154709400","media":"老虎资讯综合","summary":"3月30日，恒生科技指数涨幅扩大至2%，京东健康、联想集团均涨8%，阿里巴巴-SW、美团-W涨逾3%。","content":"<p>3月30日，恒生科技指数涨幅扩大至2%，<a href=\"https://laohu8.com/S/06618\">京东健康</a>、<a href=\"https://laohu8.com/S/00992\">联想集团</a>均涨8%，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>、<a href=\"https://laohu8.com/S/03690\">美团-W</a>涨逾3%。</p><p><img src=\"https://static.tigerbbs.com/4091a60c5331f23bbb7b2d01899bb796\" tg-width=\"822\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>恒生科技指数涨幅扩大至2%，京东健康涨8%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n恒生科技指数涨幅扩大至2%，京东健康涨8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-03-30 10:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>3月30日，恒生科技指数涨幅扩大至2%，<a href=\"https://laohu8.com/S/06618\">京东健康</a>、<a href=\"https://laohu8.com/S/00992\">联想集团</a>均涨8%，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>、<a href=\"https://laohu8.com/S/03690\">美团-W</a>涨逾3%。</p><p><img src=\"https://static.tigerbbs.com/4091a60c5331f23bbb7b2d01899bb796\" tg-width=\"822\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"06618":"京东健康","HSTECH":"恒生科技指数","09988":"阿里巴巴-W","03690":"美团-W","00992":"联想集团"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154709400","content_text":"3月30日，恒生科技指数涨幅扩大至2%，京东健康、联想集团均涨8%，阿里巴巴-SW、美团-W涨逾3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351793226,"gmtCreate":1616631600465,"gmtModify":1704796614574,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"Hold","listText":"Hold","text":"Hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351793226","repostId":"1149583614","repostType":4,"repost":{"id":"1149583614","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":1616630653,"share":"https://ttm.financial/m/news/1149583614?lang=&edition=fundamental","pubTime":"2021-03-25 08:04","market":"hk","language":"zh","title":"昨夜今晨：海外市场再起波澜！美股跳水、中概股遭血洗","url":"https://stock-news.laohu8.com/highlight/detail?id=1149583614","media":"老虎资讯综合","summary":"摘要：美股尾盘跳水全线收跌，纳指跌逾2％，美国SEC再下“黑手”，中概股集体重挫；巨轮“堵死”全球输油生命线，油价一夜暴涨6%；对冲基金教父达利欧警告：比特币“很有可能”会被取缔。海外市场1、美股尾盘","content":"<p>摘要：</p><blockquote>美股尾盘跳水全线收跌，纳指跌逾2％，</blockquote><blockquote>美国SEC再下“黑手”，中概股集体重挫；</blockquote><blockquote>巨轮“堵死”全球输油生命线，油价一夜暴涨6%；</blockquote><blockquote>对冲基金教父达利欧警告：比特币“很有可能”会被取缔。</blockquote><p>海外市场</p><p>1、美股尾盘跳水全线收跌！纳指跌逾2％，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌超4％</p><p>美股尾盘跳水，三大指数全线收跌，纳指跌逾2%，明星科技股除<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>外悉数下跌，因10年期美债收益率上升，抑制了市场涨幅。恐慌指数VIX跌4.63%，报19.36点。截至收盘，道指跌幅为0.01%，成分股<a href=\"https://laohu8.com/S/NKE\">耐克</a>收跌3%；纳指跌幅为2.01%；标普500指数跌幅为0.55%。知名科技股中<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌3%，<a href=\"https://laohu8.com/S/FB\">Facebook</a>跌2.92%，特斯拉跌4.82%。</p><p>2、<a href=\"https://laohu8.com/NW/2122249534\" target=\"_blank\">美国SEC再下“黑手”，中概股集体重挫</a></p><p>但中概股则遭受重创。<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>等多家知名企业跌幅盘中超过20%。截至收盘，唯品会收跌21.43%，爱奇艺跌19.85%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌15.08%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌13.2%，雾芯科技跌11.49%。美国证券交易委员会(SEC)发布最新通告称，已通过临时修正，以执行《外国公司责任法案》(HFCA Act)对上市公司信息披露的要求。</p><p>3、苏伊士运河堵塞带来暂时性提振，美油收涨近6％重返60美元上方</p><p>原油期货价格周三收盘上涨，从此前一个交易日的暴跌走势中恢复了过来，原因是一艘集装箱船在苏伊士运河搁浅，切断了波斯湾石油通过这条关键航道的运输路线。纽约商业交易所4月份交割的西德克萨斯轻质原油（WTI）期货价格上涨3.42美元，报收于每桶61.18美元，涨幅为5.9%。</p><p>4、欧股主要指数涨跌互现 德国DAX指数收跌0.35%</p><p>欧洲时间周三，欧股主要指数涨跌互现，德国DAX指数收跌0.35%。截止收盘，英国伦敦股市《金融时报》100种股票平均价格指数24日报收于6712.89点，比前一交易日上涨13.70点，涨幅为0.21%；法国巴黎股市CAC40指数报收于5947.29点，比前一交易日上涨1.99点，涨幅为0.03%。</p><p>5、欧洲疫情引发避险情绪，金价收涨0.5％！终结连跌走势</p><p>纽约商品交易所4月份交割的黄金期货价格上涨8.10美元，报收于每盎司1733.20美元，涨幅为0.5%，此前该合约在周二的交易中收盘下跌0.8%，按主力合约计算创下了自3月12日以来的最低收盘价。</p><p>国际宏观</p><p>1、前白宫幕僚长：大规模财政支出物非所值 通胀是“真正的威胁”</p><p>美国总统乔-拜登（Joe Biden）的1.9万亿美元经济刺激计划已经被签署成为法律。据报道，白宫现在正在着手准备下一个优先事项：规模高达3万亿美元的基础设施计划。</p><p>前白宫幕僚长米克-马尔瓦尼（Mick Mulvaney）认为，大规模的财政支出“物非所值”。在他看来，政府需要更多地关注支出、债务和通货膨胀，因为通胀是“真正的威胁”。</p><p>2、美联储主席鲍威尔：长期债券收益率的上升反映了经济乐观情绪</p><p>美联储主席鲍威尔(Jerome Powell)周三暗示，他并不担心近期长期债券收益率的上升，他说，这似乎反映出人们对经济前景越来越乐观。</p><p>3、<a href=\"https://laohu8.com/NW/1191585739\" target=\"_blank\">知名对冲基金创始人：比特币可以在不成为主流货币的情况下繁荣发展</a></p><p>知名对冲基金天桥资本创始人安东尼-斯卡拉穆奇(Anthony Scaramucci)周三表示，比特币并不需要成为一种广泛使用的支付方式才能获得成功，它可以仅仅作为一种价值储存手段而繁荣发展。</p><p>4、<a href=\"https://laohu8.com/NW/1118029499\" target=\"_blank\">对冲基金教父达利欧警告：比特币“很有可能”会被取缔</a></p><p>达利欧指出，就目前而言，印度政府就正在探索完全取缔比特币和其他加密货币的问题。</p><p>瑞·达利欧（Ray Dalio）被誉为“对冲基金教父”，他是管理着1500亿美元资产的桥水联合基金（Bridgewater Associates）的创始人，该基金是世界上最大的对冲基金。他认为，比特币“很有可能”会被取缔，就像美国政府此前将私人持有黄金定为非法一样。</p><p>5、埃尔多安称土耳其经济没有问题 呼吁民众卖外汇买里拉</p><p>据路透社报道，埃尔多安周三在执政党正义与发展党（AKP）的大会上表示，土耳其金融市场的近期波动并非该国经济现实的反映，国际投资者应该对土耳其保持信心。</p><p>但与此同时，他也敦促土耳其民众将手中持有的外汇和黄金兑换成基于里拉的金融工具，以帮助稳定陷入困境的里拉汇率。自上周五以来，该货币贬值了10%。</p><p>公司新闻</p><p>1、<a href=\"https://laohu8.com/NW/2121640184\" target=\"_blank\">Facebook谷歌和推特CEO国会听证会证词曝光：打击虚假消息已尽力</a></p><p>据报道，Facebook、谷歌和<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>三家公司的CEO周四将再次面对国会，讨论虚假错误信息，并捍卫《通信规范法案》第230条之免责规定。</p><p>在众议院能源和商务委员会听证会之前的书面声明中，FacebookCEO马克·扎克伯格和TwitterCEO杰克·多西都对其平台反应整个社会的方式进行了反思。</p><p>2、<a href=\"https://laohu8.com/NW/2122498971\" target=\"_blank\">买车需注意！特斯拉汽车收比特币了 但税务问题令人头大</a></p><p>特斯拉公司CEO埃隆·马斯克（Elon Musk）当地时间周二在他的推特账号上正式宣布，在美国购买特斯拉汽车可使用比特币进行支付，这也是继上个月特斯拉宣布已购入价值15亿美元的比特币之后的又一进展。此外他还表示，特斯拉收到的比特币购车款不会转换为法币，仍将维持为比特币。</p><p>3、<a href=\"https://laohu8.com/NW/2122246785\" target=\"_blank\">新CEO带领英特尔杀回代工领域 如何与台积电和平共处是焦点</a></p><p>英特尔周二公布了一项宏伟计划，意在找回昔日芯片制造的辉煌。要想成功，新任首席执行官Pat Gelsinger必须采用该公司以往从未想过的策略：同行之间与人为善。</p><p>“英特尔又回来了。旧的英特尔成为新的英特尔，”他说。“我们将成为市场的领导者，我们将满足新的代工客户的需求，因为世界需要更多半导体，而我们将以有力度、有意义的方式填补这一缺口。”</p><p>4、<a href=\"https://laohu8.com/NW/1101309537\" target=\"_blank\">微软总裁史密斯：不看好金融科技公司发行数字货币</a></p><p>据报道，微软总裁布拉德·史密斯（Brad Smith）今日表示，他并不看好金融科技公司发行数字货币，这应该是政府扮演的角色。</p><p>对于金融科技公司是否应该发行数字货币，史密斯表示怀疑，他说，各国政府仍处于扮演这一角色的最佳位置。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>昨夜今晨：海外市场再起波澜！美股跳水、中概股遭血洗</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{ 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#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昨夜今晨：海外市场再起波澜！美股跳水、中概股遭血洗\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-03-25 08:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>摘要：</p><blockquote>美股尾盘跳水全线收跌，纳指跌逾2％，</blockquote><blockquote>美国SEC再下“黑手”，中概股集体重挫；</blockquote><blockquote>巨轮“堵死”全球输油生命线，油价一夜暴涨6%；</blockquote><blockquote>对冲基金教父达利欧警告：比特币“很有可能”会被取缔。</blockquote><p>海外市场</p><p>1、美股尾盘跳水全线收跌！纳指跌逾2％，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌超4％</p><p>美股尾盘跳水，三大指数全线收跌，纳指跌逾2%，明星科技股除<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>外悉数下跌，因10年期美债收益率上升，抑制了市场涨幅。恐慌指数VIX跌4.63%，报19.36点。截至收盘，道指跌幅为0.01%，成分股<a href=\"https://laohu8.com/S/NKE\">耐克</a>收跌3%；纳指跌幅为2.01%；标普500指数跌幅为0.55%。知名科技股中<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌3%，<a href=\"https://laohu8.com/S/FB\">Facebook</a>跌2.92%，特斯拉跌4.82%。</p><p>2、<a href=\"https://laohu8.com/NW/2122249534\" target=\"_blank\">美国SEC再下“黑手”，中概股集体重挫</a></p><p>但中概股则遭受重创。<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>等多家知名企业跌幅盘中超过20%。截至收盘，唯品会收跌21.43%，爱奇艺跌19.85%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌15.08%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌13.2%，雾芯科技跌11.49%。美国证券交易委员会(SEC)发布最新通告称，已通过临时修正，以执行《外国公司责任法案》(HFCA Act)对上市公司信息披露的要求。</p><p>3、苏伊士运河堵塞带来暂时性提振，美油收涨近6％重返60美元上方</p><p>原油期货价格周三收盘上涨，从此前一个交易日的暴跌走势中恢复了过来，原因是一艘集装箱船在苏伊士运河搁浅，切断了波斯湾石油通过这条关键航道的运输路线。纽约商业交易所4月份交割的西德克萨斯轻质原油（WTI）期货价格上涨3.42美元，报收于每桶61.18美元，涨幅为5.9%。</p><p>4、欧股主要指数涨跌互现 德国DAX指数收跌0.35%</p><p>欧洲时间周三，欧股主要指数涨跌互现，德国DAX指数收跌0.35%。截止收盘，英国伦敦股市《金融时报》100种股票平均价格指数24日报收于6712.89点，比前一交易日上涨13.70点，涨幅为0.21%；法国巴黎股市CAC40指数报收于5947.29点，比前一交易日上涨1.99点，涨幅为0.03%。</p><p>5、欧洲疫情引发避险情绪，金价收涨0.5％！终结连跌走势</p><p>纽约商品交易所4月份交割的黄金期货价格上涨8.10美元，报收于每盎司1733.20美元，涨幅为0.5%，此前该合约在周二的交易中收盘下跌0.8%，按主力合约计算创下了自3月12日以来的最低收盘价。</p><p>国际宏观</p><p>1、前白宫幕僚长：大规模财政支出物非所值 通胀是“真正的威胁”</p><p>美国总统乔-拜登（Joe Biden）的1.9万亿美元经济刺激计划已经被签署成为法律。据报道，白宫现在正在着手准备下一个优先事项：规模高达3万亿美元的基础设施计划。</p><p>前白宫幕僚长米克-马尔瓦尼（Mick Mulvaney）认为，大规模的财政支出“物非所值”。在他看来，政府需要更多地关注支出、债务和通货膨胀，因为通胀是“真正的威胁”。</p><p>2、美联储主席鲍威尔：长期债券收益率的上升反映了经济乐观情绪</p><p>美联储主席鲍威尔(Jerome Powell)周三暗示，他并不担心近期长期债券收益率的上升，他说，这似乎反映出人们对经济前景越来越乐观。</p><p>3、<a href=\"https://laohu8.com/NW/1191585739\" target=\"_blank\">知名对冲基金创始人：比特币可以在不成为主流货币的情况下繁荣发展</a></p><p>知名对冲基金天桥资本创始人安东尼-斯卡拉穆奇(Anthony Scaramucci)周三表示，比特币并不需要成为一种广泛使用的支付方式才能获得成功，它可以仅仅作为一种价值储存手段而繁荣发展。</p><p>4、<a href=\"https://laohu8.com/NW/1118029499\" target=\"_blank\">对冲基金教父达利欧警告：比特币“很有可能”会被取缔</a></p><p>达利欧指出，就目前而言，印度政府就正在探索完全取缔比特币和其他加密货币的问题。</p><p>瑞·达利欧（Ray Dalio）被誉为“对冲基金教父”，他是管理着1500亿美元资产的桥水联合基金（Bridgewater Associates）的创始人，该基金是世界上最大的对冲基金。他认为，比特币“很有可能”会被取缔，就像美国政府此前将私人持有黄金定为非法一样。</p><p>5、埃尔多安称土耳其经济没有问题 呼吁民众卖外汇买里拉</p><p>据路透社报道，埃尔多安周三在执政党正义与发展党（AKP）的大会上表示，土耳其金融市场的近期波动并非该国经济现实的反映，国际投资者应该对土耳其保持信心。</p><p>但与此同时，他也敦促土耳其民众将手中持有的外汇和黄金兑换成基于里拉的金融工具，以帮助稳定陷入困境的里拉汇率。自上周五以来，该货币贬值了10%。</p><p>公司新闻</p><p>1、<a href=\"https://laohu8.com/NW/2121640184\" target=\"_blank\">Facebook谷歌和推特CEO国会听证会证词曝光：打击虚假消息已尽力</a></p><p>据报道，Facebook、谷歌和<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>三家公司的CEO周四将再次面对国会，讨论虚假错误信息，并捍卫《通信规范法案》第230条之免责规定。</p><p>在众议院能源和商务委员会听证会之前的书面声明中，FacebookCEO马克·扎克伯格和TwitterCEO杰克·多西都对其平台反应整个社会的方式进行了反思。</p><p>2、<a href=\"https://laohu8.com/NW/2122498971\" target=\"_blank\">买车需注意！特斯拉汽车收比特币了 但税务问题令人头大</a></p><p>特斯拉公司CEO埃隆·马斯克（Elon Musk）当地时间周二在他的推特账号上正式宣布，在美国购买特斯拉汽车可使用比特币进行支付，这也是继上个月特斯拉宣布已购入价值15亿美元的比特币之后的又一进展。此外他还表示，特斯拉收到的比特币购车款不会转换为法币，仍将维持为比特币。</p><p>3、<a href=\"https://laohu8.com/NW/2122246785\" target=\"_blank\">新CEO带领英特尔杀回代工领域 如何与台积电和平共处是焦点</a></p><p>英特尔周二公布了一项宏伟计划，意在找回昔日芯片制造的辉煌。要想成功，新任首席执行官Pat Gelsinger必须采用该公司以往从未想过的策略：同行之间与人为善。</p><p>“英特尔又回来了。旧的英特尔成为新的英特尔，”他说。“我们将成为市场的领导者，我们将满足新的代工客户的需求，因为世界需要更多半导体，而我们将以有力度、有意义的方式填补这一缺口。”</p><p>4、<a href=\"https://laohu8.com/NW/1101309537\" target=\"_blank\">微软总裁史密斯：不看好金融科技公司发行数字货币</a></p><p>据报道，微软总裁布拉德·史密斯（Brad Smith）今日表示，他并不看好金融科技公司发行数字货币，这应该是政府扮演的角色。</p><p>对于金融科技公司是否应该发行数字货币，史密斯表示怀疑，他说，各国政府仍处于扮演这一角色的最佳位置。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149583614","content_text":"摘要：美股尾盘跳水全线收跌，纳指跌逾2％，美国SEC再下“黑手”，中概股集体重挫；巨轮“堵死”全球输油生命线，油价一夜暴涨6%；对冲基金教父达利欧警告：比特币“很有可能”会被取缔。海外市场1、美股尾盘跳水全线收跌！纳指跌逾2％，特斯拉跌超4％美股尾盘跳水，三大指数全线收跌，纳指跌逾2%，明星科技股除谷歌外悉数下跌，因10年期美债收益率上升，抑制了市场涨幅。恐慌指数VIX跌4.63%，报19.36点。截至收盘，道指跌幅为0.01%，成分股耐克收跌3%；纳指跌幅为2.01%；标普500指数跌幅为0.55%。知名科技股中苹果跌3%，Facebook跌2.92%，特斯拉跌4.82%。2、美国SEC再下“黑手”，中概股集体重挫但中概股则遭受重创。爱奇艺、唯品会等多家知名企业跌幅盘中超过20%。截至收盘，唯品会收跌21.43%，爱奇艺跌19.85%，小鹏汽车跌15.08%，理想汽车跌13.2%，雾芯科技跌11.49%。美国证券交易委员会(SEC)发布最新通告称，已通过临时修正，以执行《外国公司责任法案》(HFCA Act)对上市公司信息披露的要求。3、苏伊士运河堵塞带来暂时性提振，美油收涨近6％重返60美元上方原油期货价格周三收盘上涨，从此前一个交易日的暴跌走势中恢复了过来，原因是一艘集装箱船在苏伊士运河搁浅，切断了波斯湾石油通过这条关键航道的运输路线。纽约商业交易所4月份交割的西德克萨斯轻质原油（WTI）期货价格上涨3.42美元，报收于每桶61.18美元，涨幅为5.9%。4、欧股主要指数涨跌互现 德国DAX指数收跌0.35%欧洲时间周三，欧股主要指数涨跌互现，德国DAX指数收跌0.35%。截止收盘，英国伦敦股市《金融时报》100种股票平均价格指数24日报收于6712.89点，比前一交易日上涨13.70点，涨幅为0.21%；法国巴黎股市CAC40指数报收于5947.29点，比前一交易日上涨1.99点，涨幅为0.03%。5、欧洲疫情引发避险情绪，金价收涨0.5％！终结连跌走势纽约商品交易所4月份交割的黄金期货价格上涨8.10美元，报收于每盎司1733.20美元，涨幅为0.5%，此前该合约在周二的交易中收盘下跌0.8%，按主力合约计算创下了自3月12日以来的最低收盘价。国际宏观1、前白宫幕僚长：大规模财政支出物非所值 通胀是“真正的威胁”美国总统乔-拜登（Joe Biden）的1.9万亿美元经济刺激计划已经被签署成为法律。据报道，白宫现在正在着手准备下一个优先事项：规模高达3万亿美元的基础设施计划。前白宫幕僚长米克-马尔瓦尼（Mick Mulvaney）认为，大规模的财政支出“物非所值”。在他看来，政府需要更多地关注支出、债务和通货膨胀，因为通胀是“真正的威胁”。2、美联储主席鲍威尔：长期债券收益率的上升反映了经济乐观情绪美联储主席鲍威尔(Jerome Powell)周三暗示，他并不担心近期长期债券收益率的上升，他说，这似乎反映出人们对经济前景越来越乐观。3、知名对冲基金创始人：比特币可以在不成为主流货币的情况下繁荣发展知名对冲基金天桥资本创始人安东尼-斯卡拉穆奇(Anthony Scaramucci)周三表示，比特币并不需要成为一种广泛使用的支付方式才能获得成功，它可以仅仅作为一种价值储存手段而繁荣发展。4、对冲基金教父达利欧警告：比特币“很有可能”会被取缔达利欧指出，就目前而言，印度政府就正在探索完全取缔比特币和其他加密货币的问题。瑞·达利欧（Ray Dalio）被誉为“对冲基金教父”，他是管理着1500亿美元资产的桥水联合基金（Bridgewater Associates）的创始人，该基金是世界上最大的对冲基金。他认为，比特币“很有可能”会被取缔，就像美国政府此前将私人持有黄金定为非法一样。5、埃尔多安称土耳其经济没有问题 呼吁民众卖外汇买里拉据路透社报道，埃尔多安周三在执政党正义与发展党（AKP）的大会上表示，土耳其金融市场的近期波动并非该国经济现实的反映，国际投资者应该对土耳其保持信心。但与此同时，他也敦促土耳其民众将手中持有的外汇和黄金兑换成基于里拉的金融工具，以帮助稳定陷入困境的里拉汇率。自上周五以来，该货币贬值了10%。公司新闻1、Facebook谷歌和推特CEO国会听证会证词曝光：打击虚假消息已尽力据报道，Facebook、谷歌和Twitter三家公司的CEO周四将再次面对国会，讨论虚假错误信息，并捍卫《通信规范法案》第230条之免责规定。在众议院能源和商务委员会听证会之前的书面声明中，FacebookCEO马克·扎克伯格和TwitterCEO杰克·多西都对其平台反应整个社会的方式进行了反思。2、买车需注意！特斯拉汽车收比特币了 但税务问题令人头大特斯拉公司CEO埃隆·马斯克（Elon Musk）当地时间周二在他的推特账号上正式宣布，在美国购买特斯拉汽车可使用比特币进行支付，这也是继上个月特斯拉宣布已购入价值15亿美元的比特币之后的又一进展。此外他还表示，特斯拉收到的比特币购车款不会转换为法币，仍将维持为比特币。3、新CEO带领英特尔杀回代工领域 如何与台积电和平共处是焦点英特尔周二公布了一项宏伟计划，意在找回昔日芯片制造的辉煌。要想成功，新任首席执行官Pat Gelsinger必须采用该公司以往从未想过的策略：同行之间与人为善。“英特尔又回来了。旧的英特尔成为新的英特尔，”他说。“我们将成为市场的领导者，我们将满足新的代工客户的需求，因为世界需要更多半导体，而我们将以有力度、有意义的方式填补这一缺口。”4、微软总裁史密斯：不看好金融科技公司发行数字货币据报道，微软总裁布拉德·史密斯（Brad Smith）今日表示，他并不看好金融科技公司发行数字货币，这应该是政府扮演的角色。对于金融科技公司是否应该发行数字货币，史密斯表示怀疑，他说，各国政府仍处于扮演这一角色的最佳位置。","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":136517082,"gmtCreate":1622028003046,"gmtModify":1704178090810,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"Time in the market beat timing the market. Ignore all the noise","listText":"Time in the market beat timing the market. Ignore all the noise","text":"Time in the market beat timing the market. Ignore all the noise","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/136517082","repostId":"1168555747","repostType":4,"repost":{"id":"1168555747","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":1622001153,"share":"https://ttm.financial/m/news/1168555747?lang=&edition=fundamental","pubTime":"2021-05-26 11:52","market":"us","language":"zh","title":"标普500 ETF做空比例升至年内最高！美股将回调？","url":"https://stock-news.laohu8.com/highlight/detail?id=1168555747","media":"老虎资讯综合","summary":"投资者正在通过做空全球最大的ETF来增加对标普500指数的看空赌注。标普500ETF的空头比例已经稳定增长了两周，而标普500指数最近一直徘徊在记录高点附近。根据IHS Markit Ltd.的数据，","content":"<p>投资者正在通过做空全球最大的ETF来增加对标普500指数的看空赌注。标普500ETF的空头比例已经稳定增长了两周，而标普500指数最近一直徘徊在记录高点附近。</p><p><img src=\"https://static.tigerbbs.com/e9c429cfbd71233ddb95e4179bed17c3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>根据IHS Markit Ltd.的数据，随着标普500指数在历史高点附近震荡，规模达3570亿美元的标普500 ETF的空头比例已跃升至今年最高水平。</p><p>数据显示，该基金目前约有4.8％的股份已借出。相比之下，两个月前只有2%，而今年年初时为1.7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/230a91c11ccf12210ff0a5ba7adf9e82\" tg-width=\"1156\" tg-height=\"656\"><span>标普500ETE空头比例</span></p><p>尽管这一指标仍远低于过去两年的高点，2020年曾不止一次升至7%以上，但看跌转向是在市场脆弱时期出现的。</p><p>Independent Advisor Alliance首席投资官Chris Zaccarelli表示：“标普500指数的空头比例激增，部分原因是人们怀疑涨势能否继续，或者至少市场应该回调。”“虽然我们认为牛市没有过早结束的危险，但由于市场平均每两年一次至少有10％的回调（至少自1980年以来），我们确实认为今年有可能出现这种程度的回落。”</p><p>投资者一直在转向周期股，但波动性的打击已经到来，因为他们还担心通胀上升和加息的前景。同时，市场中投机性最强的部分（如加密货币）加剧了对市场过度乐观的担忧。</p><p>以托比亚斯·列夫科维奇为首的策略师周五在一份报告中称，花旗集团的各项指标仍处于“兴奋状态”，而这也将导致“基于目前水平，未来一年股市下跌的历史概率为100%”。</p><p>与此同时，Susquehanna国际集团衍生品策略联席主管克里斯•墨菲（Chris Murphy）周二指出，标普500指数的实际股息率和实际收益率最近均转为负值。</p><p>他表示，这是一个相当罕见的现象，一般来说，无论是在短期还是在长期内收益率转为负时，标普500的回报率都不高。</p><p>不过，Susquehanna团队也表示，他们预计任何回调都是短暂的。他们还指出，以历史标准衡量，对美股的做空比例仍然很低。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>标普500 ETF做空比例升至年内最高！美股将回调？</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标普500 ETF做空比例升至年内最高！美股将回调？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-26 11:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>投资者正在通过做空全球最大的ETF来增加对标普500指数的看空赌注。标普500ETF的空头比例已经稳定增长了两周，而标普500指数最近一直徘徊在记录高点附近。</p><p><img src=\"https://static.tigerbbs.com/e9c429cfbd71233ddb95e4179bed17c3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>根据IHS Markit Ltd.的数据，随着标普500指数在历史高点附近震荡，规模达3570亿美元的标普500 ETF的空头比例已跃升至今年最高水平。</p><p>数据显示，该基金目前约有4.8％的股份已借出。相比之下，两个月前只有2%，而今年年初时为1.7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/230a91c11ccf12210ff0a5ba7adf9e82\" tg-width=\"1156\" tg-height=\"656\"><span>标普500ETE空头比例</span></p><p>尽管这一指标仍远低于过去两年的高点，2020年曾不止一次升至7%以上，但看跌转向是在市场脆弱时期出现的。</p><p>Independent Advisor Alliance首席投资官Chris Zaccarelli表示：“标普500指数的空头比例激增，部分原因是人们怀疑涨势能否继续，或者至少市场应该回调。”“虽然我们认为牛市没有过早结束的危险，但由于市场平均每两年一次至少有10％的回调（至少自1980年以来），我们确实认为今年有可能出现这种程度的回落。”</p><p>投资者一直在转向周期股，但波动性的打击已经到来，因为他们还担心通胀上升和加息的前景。同时，市场中投机性最强的部分（如加密货币）加剧了对市场过度乐观的担忧。</p><p>以托比亚斯·列夫科维奇为首的策略师周五在一份报告中称，花旗集团的各项指标仍处于“兴奋状态”，而这也将导致“基于目前水平，未来一年股市下跌的历史概率为100%”。</p><p>与此同时，Susquehanna国际集团衍生品策略联席主管克里斯•墨菲（Chris Murphy）周二指出，标普500指数的实际股息率和实际收益率最近均转为负值。</p><p>他表示，这是一个相当罕见的现象，一般来说，无论是在短期还是在长期内收益率转为负时，标普500的回报率都不高。</p><p>不过，Susquehanna团队也表示，他们预计任何回调都是短暂的。他们还指出，以历史标准衡量，对美股的做空比例仍然很低。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/80f4ce6db7a7760033683c1536b161e8","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168555747","content_text":"投资者正在通过做空全球最大的ETF来增加对标普500指数的看空赌注。标普500ETF的空头比例已经稳定增长了两周，而标普500指数最近一直徘徊在记录高点附近。根据IHS Markit Ltd.的数据，随着标普500指数在历史高点附近震荡，规模达3570亿美元的标普500 ETF的空头比例已跃升至今年最高水平。数据显示，该基金目前约有4.8％的股份已借出。相比之下，两个月前只有2%，而今年年初时为1.7%。标普500ETE空头比例尽管这一指标仍远低于过去两年的高点，2020年曾不止一次升至7%以上，但看跌转向是在市场脆弱时期出现的。Independent Advisor Alliance首席投资官Chris Zaccarelli表示：“标普500指数的空头比例激增，部分原因是人们怀疑涨势能否继续，或者至少市场应该回调。”“虽然我们认为牛市没有过早结束的危险，但由于市场平均每两年一次至少有10％的回调（至少自1980年以来），我们确实认为今年有可能出现这种程度的回落。”投资者一直在转向周期股，但波动性的打击已经到来，因为他们还担心通胀上升和加息的前景。同时，市场中投机性最强的部分（如加密货币）加剧了对市场过度乐观的担忧。以托比亚斯·列夫科维奇为首的策略师周五在一份报告中称，花旗集团的各项指标仍处于“兴奋状态”，而这也将导致“基于目前水平，未来一年股市下跌的历史概率为100%”。与此同时，Susquehanna国际集团衍生品策略联席主管克里斯•墨菲（Chris Murphy）周二指出，标普500指数的实际股息率和实际收益率最近均转为负值。他表示，这是一个相当罕见的现象，一般来说，无论是在短期还是在长期内收益率转为负时，标普500的回报率都不高。不过，Susquehanna团队也表示，他们预计任何回调都是短暂的。他们还指出，以历史标准衡量，对美股的做空比例仍然很低。","news_type":1},"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":136608031,"gmtCreate":1622010950423,"gmtModify":1704366019827,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"100k soon","listText":"100k soon","text":"100k soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/136608031","repostId":"1163761139","repostType":4,"repost":{"id":"1163761139","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":1622010446,"share":"https://ttm.financial/m/news/1163761139?lang=&edition=fundamental","pubTime":"2021-05-26 14:27","market":"hk","language":"zh","title":"比特币重回40000美元/枚，日内涨幅扩大至逾4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1163761139","media":"老虎资讯综合","summary":"5月26日讯，比特币上破40000美元/枚，日内涨幅扩大至4.32%。\n\n以太坊上破2900美元/枚，刷新日高，日内涨幅扩大至7.24%。","content":"<p>5月26日讯，比特币上破40000美元/枚，日内涨幅扩大至4.32%。</p><p>以太坊上破2900美元/枚，刷新日高，日内涨幅扩大至7.24%。<img src=\"https://static.tigerbbs.com/63374d8609fa0ca764be76a39e5b1ada\" tg-width=\"935\" tg-height=\"449\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>比特币重回40000美元/枚，日内涨幅扩大至逾4%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n比特币重回40000美元/枚，日内涨幅扩大至逾4%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-26 14:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月26日讯，比特币上破40000美元/枚，日内涨幅扩大至4.32%。</p><p>以太坊上破2900美元/枚，刷新日高，日内涨幅扩大至7.24%。<img src=\"https://static.tigerbbs.com/63374d8609fa0ca764be76a39e5b1ada\" tg-width=\"935\" tg-height=\"449\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/822c9eb58d8760a04d809fa31d9c0f34","relate_stocks":{"CAN":"嘉楠科技","EBON":"亿邦国际"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163761139","content_text":"5月26日讯，比特币上破40000美元/枚，日内涨幅扩大至4.32%。以太坊上破2900美元/枚，刷新日高，日内涨幅扩大至7.24%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":138774425,"gmtCreate":1621981724067,"gmtModify":1704365323913,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/138774425","repostId":"1171507878","repostType":4,"repost":{"id":"1171507878","kind":"news","pubTimestamp":1621957443,"share":"https://ttm.financial/m/news/1171507878?lang=&edition=fundamental","pubTime":"2021-05-25 23:44","market":"hk","language":"zh","title":"财报前瞻：小米手机业务稳健，印度市场引发担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=1171507878","media":"美港电讯","summary":"小米集团将于本周三公布2021年Q1业绩。摘要投行预计小米第一季度在欧洲市场的智能手机市场份额提升，能够抵销印度市场份额流失的影响，再加上高端手机销售拉动营收增长，市场聚焦来自友商的竞争、印度市场情况","content":"<p>小米集团将于本周三公布2021年Q1业绩。</p><p><b>摘要</b></p><p><b>投行预计小米第一季度在欧洲市场的智能手机市场份额提升，能够抵销印度市场份额流失的影响，再加上高端手机销售拉动营收增长，市场聚焦来自友商的竞争、印度市场情况及造车指引。</b></p><p><b>业绩表现</b></p><p><b>营收：</b>综合6家投行数据，预期2021年Q1营收介乎742.58亿至783.87亿元人民币，较2020年Q1的497.02亿元同比增长49.4%至57.7%；中位数为756.06亿元，同比增长52.1%。</p><p><b>净利润：</b>综合4家投行数据，预期小米2021年Q1净利润介乎33.68亿至47.1亿元人民币，较2020年Q1的21.6亿元同比增长55.9%至118%；中位数为37.335亿元，同比增长72.8%。</p><p><img src=\"https://static.tigerbbs.com/d47ccedcbce1c5f33e21569091cc0862\" tg-width=\"936\" tg-height=\"265\" referrerpolicy=\"no-referrer\"></p><p><b>手机出货</b></p><p>根据IDC数据，以出货量计算，小米2021年Q1在全球智能手机出货量中的市占率为14.1%，同比增长10.7%。小米定价为400美元以上的智能手机出货量占2020年Q4总出货量的5.7%，而在2019年Q4这一比例为4.0%。</p><p>因为丰富的产品和完善的分销渠道，小米在中国和全球中低端市场维系着较高的客户忠诚度。同时，小米已经开始向高端智能手机方向进军，有助于拉动智能手机平均售价持续提升，从而推动营收增长。</p><p><b>零件短缺</b></p><p>近期市场传出原材料供应短缺的消息。有报道称，半导体供应商上海韦尔第二季度智能手机感测元件订单削减10%至15%，可能影响到小米、Oppo、Vivo等客户的全年出货量。不过有消息指出，小米仍维持今年智能手机出货量2亿部的目标不变。<a href=\"https://laohu8.com/S/600030\">中信证券</a>上月发布的研报也指出，小米今年智能手机出货量有望突破2亿部。</p><p>针对零件短缺，<a href=\"https://laohu8.com/S/C\">花旗</a>表示，因为小米有强劲的供应链能力，可以领先市场并且从小型厂商手上抢占市场份额，零件短缺对小米的影响低于其他小型品牌。荣耀回归的进展慢过预期，部分亦是受芯片供应影响，在供应紧张的情况下，改善产品组合及减少推广活动亦有助改善利润及将零件成本提升的影响转嫁。</p><p><b>印度市场</b></p><p><b>整体情况：</b>IDC发表的报告指，印度第一季度智能手机出货量同比18%至3800万台，不过环比则下滑14%。IDC认为，第一季度末印度出现新一波疫情对需求产生了影响，估计自第一季度中段开始存货周转期开始延长。</p><p>IDC预计，在疫情下第二季度的增长将面临挑战，预计第一季度出货量能够满足需求。不过IDC认为造成的影响小于去年，主要因为厂房目前尚在营运，物流和运输方面限制不多，封城是地区性而不是全国性。IDC相信2021年的复苏不会像此前预期一样顺利，第二波疫情仍存在不确定性，未来几个月也有机会出现第三波疫情，预计消费者气氛将在下半年反弹，全年仍有可能录得个位数增长。</p><p><b>针对小米：</b>第一季度，小米集团在印度出货量居首，市占率27.2%，期内出货量同比增长3%至1040万台。市场预计今年印度智能手机销售将贡献小米整体营收的10%及净利润的5%，而在供应不足的情况下小米可将芯片用于利润较高的地区，以改善供应及缓和相关影响，对总体盈利影响有限。</p><p><b>AIoT</b></p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>此前就大中华科技相关硬件企业股份发表报告，指出因为市场只关注短期盈利表现，而不是行业长期发展，小米的人工智能物联网(AIoT)及互联网服务的潜在发展被低估。大摩对其AIoT及互联网服务的估值较高，并相信长期来看，小米结合手机、AIoT及互联网的发展模式的盈利能力及竞争力将较高。<a href=\"https://laohu8.com/S/601688\">华泰证券</a>也预计，疫情影响结束后，小米的IoT与生活消费产品业务有望恢复稳健增长态势。</p><p><b>制裁影响</b></p><p>针对有报道指小米集团已与美国防部达成共识，有望近期被移出美国的制裁清单，商务部新闻发言人高峰指出，中方始终认为撤销制裁限制措施、停止打压中国企业，有利于中国，有利于美国，有利于世界。</p><p>花旗指出，相信市场过虑，认为小米基本面维持稳健，而且和美国政府和解也减少了不确定性，相信有望加强投资者信心并带动股价上行，相信公司自6月21日有望被重新纳入富时罗素指数。</p><p><b>风险提示</b></p><p>1. 智能手机市场竞争加剧</p><p>2. 线下快速布局可能影响经营效率</p>","source":"lsy1606393433888","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>财报前瞻：小米手机业务稳健，印度市场引发担忧</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财报前瞻：小米手机业务稳健，印度市场引发担忧\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-25 23:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://news.ushknews.com/mobile/details.html?id=1002999&type=news><strong>美港电讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小米集团将于本周三公布2021年Q1业绩。摘要投行预计小米第一季度在欧洲市场的智能手机市场份额提升，能够抵销印度市场份额流失的影响，再加上高端手机销售拉动营收增长，市场聚焦来自友商的竞争、印度市场情况及造车指引。业绩表现营收：综合6家投行数据，预期2021年Q1营收介乎742.58亿至783.87亿元人民币，较2020年Q1的497.02亿元同比增长49.4%至57.7%；中位数为756.06亿元...</p>\n\n<a href=\"https://news.ushknews.com/mobile/details.html?id=1002999&type=news\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3df686d3a6ca977e8c6841905eb7e18c","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://news.ushknews.com/mobile/details.html?id=1002999&type=news","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171507878","content_text":"小米集团将于本周三公布2021年Q1业绩。摘要投行预计小米第一季度在欧洲市场的智能手机市场份额提升，能够抵销印度市场份额流失的影响，再加上高端手机销售拉动营收增长，市场聚焦来自友商的竞争、印度市场情况及造车指引。业绩表现营收：综合6家投行数据，预期2021年Q1营收介乎742.58亿至783.87亿元人民币，较2020年Q1的497.02亿元同比增长49.4%至57.7%；中位数为756.06亿元，同比增长52.1%。净利润：综合4家投行数据，预期小米2021年Q1净利润介乎33.68亿至47.1亿元人民币，较2020年Q1的21.6亿元同比增长55.9%至118%；中位数为37.335亿元，同比增长72.8%。手机出货根据IDC数据，以出货量计算，小米2021年Q1在全球智能手机出货量中的市占率为14.1%，同比增长10.7%。小米定价为400美元以上的智能手机出货量占2020年Q4总出货量的5.7%，而在2019年Q4这一比例为4.0%。因为丰富的产品和完善的分销渠道，小米在中国和全球中低端市场维系着较高的客户忠诚度。同时，小米已经开始向高端智能手机方向进军，有助于拉动智能手机平均售价持续提升，从而推动营收增长。零件短缺近期市场传出原材料供应短缺的消息。有报道称，半导体供应商上海韦尔第二季度智能手机感测元件订单削减10%至15%，可能影响到小米、Oppo、Vivo等客户的全年出货量。不过有消息指出，小米仍维持今年智能手机出货量2亿部的目标不变。中信证券上月发布的研报也指出，小米今年智能手机出货量有望突破2亿部。针对零件短缺，花旗表示，因为小米有强劲的供应链能力，可以领先市场并且从小型厂商手上抢占市场份额，零件短缺对小米的影响低于其他小型品牌。荣耀回归的进展慢过预期，部分亦是受芯片供应影响，在供应紧张的情况下，改善产品组合及减少推广活动亦有助改善利润及将零件成本提升的影响转嫁。印度市场整体情况：IDC发表的报告指，印度第一季度智能手机出货量同比18%至3800万台，不过环比则下滑14%。IDC认为，第一季度末印度出现新一波疫情对需求产生了影响，估计自第一季度中段开始存货周转期开始延长。IDC预计，在疫情下第二季度的增长将面临挑战，预计第一季度出货量能够满足需求。不过IDC认为造成的影响小于去年，主要因为厂房目前尚在营运，物流和运输方面限制不多，封城是地区性而不是全国性。IDC相信2021年的复苏不会像此前预期一样顺利，第二波疫情仍存在不确定性，未来几个月也有机会出现第三波疫情，预计消费者气氛将在下半年反弹，全年仍有可能录得个位数增长。针对小米：第一季度，小米集团在印度出货量居首，市占率27.2%，期内出货量同比增长3%至1040万台。市场预计今年印度智能手机销售将贡献小米整体营收的10%及净利润的5%，而在供应不足的情况下小米可将芯片用于利润较高的地区，以改善供应及缓和相关影响，对总体盈利影响有限。AIoT摩根士丹利此前就大中华科技相关硬件企业股份发表报告，指出因为市场只关注短期盈利表现，而不是行业长期发展，小米的人工智能物联网(AIoT)及互联网服务的潜在发展被低估。大摩对其AIoT及互联网服务的估值较高，并相信长期来看，小米结合手机、AIoT及互联网的发展模式的盈利能力及竞争力将较高。华泰证券也预计，疫情影响结束后，小米的IoT与生活消费产品业务有望恢复稳健增长态势。制裁影响针对有报道指小米集团已与美国防部达成共识，有望近期被移出美国的制裁清单，商务部新闻发言人高峰指出，中方始终认为撤销制裁限制措施、停止打压中国企业，有利于中国，有利于美国，有利于世界。花旗指出，相信市场过虑，认为小米基本面维持稳健，而且和美国政府和解也减少了不确定性，相信有望加强投资者信心并带动股价上行，相信公司自6月21日有望被重新纳入富时罗素指数。风险提示1. 智能手机市场竞争加剧2. 线下快速布局可能影响经营效率","news_type":1},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":139158748,"gmtCreate":1621603044684,"gmtModify":1704360385492,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/139158748","repostId":"1103038317","repostType":4,"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":102748462,"gmtCreate":1620256804856,"gmtModify":1704340764118,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/102748462","repostId":"1145881706","repostType":4,"repost":{"id":"1145881706","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":1620256293,"share":"https://ttm.financial/m/news/1145881706?lang=&edition=fundamental","pubTime":"2021-05-06 07:11","market":"us","language":"zh","title":"PayPal第一季度净利润同比大增1206%，股价盘后涨超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1145881706","media":"老虎资讯综合","summary":"5月6日，在线支付服务商Paypal周三盘后公布了该公司第一季度财报。财报显示，第一季度营收60.3亿美元，市场预期59.04亿美元，去年同期46.18亿美元；第一季度净利润10.97亿美元，市场预期净利润7.95亿美元，去年同期净利润0.84亿美元；第一季度每股盈利0.92美元，市场预期0.65美元，去年同期0.07美元。在截至3月31日的这一财季，PayPal的净利润为10.97亿美元，比上年同期的8400万美元增长1206%；每股摊薄收益为0.92美元，比去年同期的0.07美元增长1200%。","content":"<p>5月6日，在线支付服务商Paypal周三盘后公布了该公司第一季度财报。财报显示，第一季度营收60.3亿美元，市场预期59.04亿美元，去年同期46.18亿美元；第一季度净利润10.97亿美元，市场预期净利润7.95亿美元，去年同期净利润0.84亿美元；第一季度每股盈利0.92美元，市场预期0.65美元，去年同期0.07美元。</p>\n<p><img src=\"https://static.tigerbbs.com/b310be06ef646365a11b0ad68717cf98\" tg-width=\"838\" tg-height=\"638\"></p>\n<p><b>财务业绩和运营指标：</b></p>\n<p>在截至3月31日的这一财季，PayPal的净利润为10.97亿美元，比上年同期的8400万美元增长1206%；每股摊薄收益为0.92美元，比去年同期的0.07美元增长1200%。不计入某些一次性项目（不按照美国通用会计准则），PayPal第一季度调整后净利润为14.55亿美元，与上年同期的7.86亿美元相比增长85%；调整后每股收益为1.22美元，与上年同期的0.66美元相比增长84%，超出分析师预期。据雅虎财经频道提供的数据显示，38名分析师此前平均预期PayPal第一季度每股收益将达1.01美元。</p>\n<p>PayPal第一季度净营收为60.33亿美元，比上年同期的46.18亿美元增长31%，不计入汇率变动的影响为同比增长29%，这一业绩也超出分析师预期。据雅虎财经频道提供的数据显示，36名分析师此前平均预期PayPal第一季度营收将达59亿美元。</p>\n<p>PayPal第一季度总支付额（TPV）为2854.47亿美元，比去年同期的1905.67亿美元增长50%，不计入汇率变动的影响为同比增长46%。</p>\n<p>PayPal第一季度总运营支出为49.91亿美元，相比之下上年同期为42.20亿美元。其中，交易支出为22.75亿美元，相比之下上年同期为17.39亿美元；交易和贷款损失为2.73亿美元，相比之下上年同期为5.91亿美元；客户支持和运营支出为5.18亿美元，相比之下上年同期为3.99亿美元；销售和营销支出为6.02亿美元，相比之下上年同期为3.71亿美元；技术和开发支出为7.41亿美元，相比之下上年同期为6.05亿美元；总务和行政支出为5.24亿美元，相比之下上年同期为4.86亿美元；重组及其他支出为5800万美元，相比之下上年同期为2900万美元。</p>\n<p>PayPal第一季度运营利润为1042亿美元，相比之下去年同期的运营利润为3.98亿美元；运营利润率为17.3%，与去年同期的8.6%相比上升865个基点。不按照美国通用会计准则，PayPal第一季度调整后运营利润为16.73亿美元，相比之下去年同期为9.08亿美元；调整后运营利润率为27.7%，与去年同期的19.7%相比上升807个基点。</p>\n<p>PayPal第一季度来自于业务运营活动的现金流为17.58亿美元，与上年同期的14.21亿美元相比增长24%；自由现金流为15.37亿美元，与上年同期的12.15亿美元相比增长27%。截至2021年12月31日，PayPal持有的现金和现金等价物以及非股权投资总额为191亿美元，总负债为89亿美元。PayPal第一季度有效税率为-25.8%，与上年同期的68.1%相比下降93.9个百分点；不按照美国通用会计准则，PayPal第一季度有效税率为10.4%，与去年同期的12.4%相比下降2.0个百分点。PayPal在第一季度中通过回购约530万股普通股的形式向股东返还了13亿美元现金。</p>\n<p>PayPal第一季度净新增活跃账户为1450万个，与去年同期相比增长21%，总活跃账户达到了3.92亿个。在第一季度中，PayPal处理的交易量达到了44亿次，同比增长34%。在过去12个月时间里，PayPal的每活跃账户交易处理量为42.2次，同比增长7%。</p>\n<p><b>业绩展望：</b></p>\n<p>PayPal预计，2021财年第二季度该公司净营收将达62.5亿美元，同比增长19%，不计入汇率变动的影响为同比增长17%，超出预期；每股摊薄收益预计将达0.76美元，相比之下去年同期为1.29美元；不按照美国通用会计准则的调整后每股收益预计将达1.12美元，同比增长5%，也超出预期。第二季度每股收益展望中包含了一笔约为每股0.58美元的预期净未实现收益，这项收益来自于PayPal的战略投资组合；第二季度不按照美国通用会计准则的业绩预期反映了约5.25亿美元的调整，其中包括预计约为4亿美元的股权奖励支出及其相关工资税。据雅虎财经频道统计的数据显示，35名分析师此前平均预期PayPal第二季度营收将达61.6亿美元，37名分析师此前平均预期PayPal第二季度每股收益将达1.1美元。</p>\n<p>PayPal预计，2021财年全年该公司净营收将达257.5亿美元，同比增长20%，不计入汇率变动的影响为同比增长18.5%，略微超出预期；每股摊薄收益预计将达3.33美元；不按照美国通用会计准则的调整后每股收益预计将达4.70美元，同比增长21%，也超出预期。2021财年每股收益展望中包含了一笔约为每股1.24美元的预期净未实现收益，这项收益来自于PayPal的战略投资组合；2021财年不按照美国通用会计准则的业绩预期反映了约22.1亿美元的调整，其中包括预计约为17亿美元的股权奖励支出及其相关工资税。据雅虎财经频道统计的数据显示，47名分析师此前平均预期PayPal全年营收将达257.1亿美元，47名分析师此前平均预期PayPal全年每股收益将达4.57美元。</p>\n<p>PayPal预计，2021财年全年该公司的净新增活跃账户将在5200万到5500万个之间，并预计全年总支付额将同比增长30%。</p>\n<p>财报公布后，Paypal股价盘后涨超4%，该公司股价周三收跌1.1%，报247.4美元。</p>\n<p><img src=\"https://static.tigerbbs.com/66cc879026e08bd5e63401804a1e1ced\" tg-width=\"1302\" tg-height=\"833\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>PayPal第一季度净利润同比大增1206%，股价盘后涨超4%</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\">\nPayPal第一季度净利润同比大增1206%，股价盘后涨超4%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-06 07:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月6日，在线支付服务商Paypal周三盘后公布了该公司第一季度财报。财报显示，第一季度营收60.3亿美元，市场预期59.04亿美元，去年同期46.18亿美元；第一季度净利润10.97亿美元，市场预期净利润7.95亿美元，去年同期净利润0.84亿美元；第一季度每股盈利0.92美元，市场预期0.65美元，去年同期0.07美元。</p>\n<p><img src=\"https://static.tigerbbs.com/b310be06ef646365a11b0ad68717cf98\" tg-width=\"838\" tg-height=\"638\"></p>\n<p><b>财务业绩和运营指标：</b></p>\n<p>在截至3月31日的这一财季，PayPal的净利润为10.97亿美元，比上年同期的8400万美元增长1206%；每股摊薄收益为0.92美元，比去年同期的0.07美元增长1200%。不计入某些一次性项目（不按照美国通用会计准则），PayPal第一季度调整后净利润为14.55亿美元，与上年同期的7.86亿美元相比增长85%；调整后每股收益为1.22美元，与上年同期的0.66美元相比增长84%，超出分析师预期。据雅虎财经频道提供的数据显示，38名分析师此前平均预期PayPal第一季度每股收益将达1.01美元。</p>\n<p>PayPal第一季度净营收为60.33亿美元，比上年同期的46.18亿美元增长31%，不计入汇率变动的影响为同比增长29%，这一业绩也超出分析师预期。据雅虎财经频道提供的数据显示，36名分析师此前平均预期PayPal第一季度营收将达59亿美元。</p>\n<p>PayPal第一季度总支付额（TPV）为2854.47亿美元，比去年同期的1905.67亿美元增长50%，不计入汇率变动的影响为同比增长46%。</p>\n<p>PayPal第一季度总运营支出为49.91亿美元，相比之下上年同期为42.20亿美元。其中，交易支出为22.75亿美元，相比之下上年同期为17.39亿美元；交易和贷款损失为2.73亿美元，相比之下上年同期为5.91亿美元；客户支持和运营支出为5.18亿美元，相比之下上年同期为3.99亿美元；销售和营销支出为6.02亿美元，相比之下上年同期为3.71亿美元；技术和开发支出为7.41亿美元，相比之下上年同期为6.05亿美元；总务和行政支出为5.24亿美元，相比之下上年同期为4.86亿美元；重组及其他支出为5800万美元，相比之下上年同期为2900万美元。</p>\n<p>PayPal第一季度运营利润为1042亿美元，相比之下去年同期的运营利润为3.98亿美元；运营利润率为17.3%，与去年同期的8.6%相比上升865个基点。不按照美国通用会计准则，PayPal第一季度调整后运营利润为16.73亿美元，相比之下去年同期为9.08亿美元；调整后运营利润率为27.7%，与去年同期的19.7%相比上升807个基点。</p>\n<p>PayPal第一季度来自于业务运营活动的现金流为17.58亿美元，与上年同期的14.21亿美元相比增长24%；自由现金流为15.37亿美元，与上年同期的12.15亿美元相比增长27%。截至2021年12月31日，PayPal持有的现金和现金等价物以及非股权投资总额为191亿美元，总负债为89亿美元。PayPal第一季度有效税率为-25.8%，与上年同期的68.1%相比下降93.9个百分点；不按照美国通用会计准则，PayPal第一季度有效税率为10.4%，与去年同期的12.4%相比下降2.0个百分点。PayPal在第一季度中通过回购约530万股普通股的形式向股东返还了13亿美元现金。</p>\n<p>PayPal第一季度净新增活跃账户为1450万个，与去年同期相比增长21%，总活跃账户达到了3.92亿个。在第一季度中，PayPal处理的交易量达到了44亿次，同比增长34%。在过去12个月时间里，PayPal的每活跃账户交易处理量为42.2次，同比增长7%。</p>\n<p><b>业绩展望：</b></p>\n<p>PayPal预计，2021财年第二季度该公司净营收将达62.5亿美元，同比增长19%，不计入汇率变动的影响为同比增长17%，超出预期；每股摊薄收益预计将达0.76美元，相比之下去年同期为1.29美元；不按照美国通用会计准则的调整后每股收益预计将达1.12美元，同比增长5%，也超出预期。第二季度每股收益展望中包含了一笔约为每股0.58美元的预期净未实现收益，这项收益来自于PayPal的战略投资组合；第二季度不按照美国通用会计准则的业绩预期反映了约5.25亿美元的调整，其中包括预计约为4亿美元的股权奖励支出及其相关工资税。据雅虎财经频道统计的数据显示，35名分析师此前平均预期PayPal第二季度营收将达61.6亿美元，37名分析师此前平均预期PayPal第二季度每股收益将达1.1美元。</p>\n<p>PayPal预计，2021财年全年该公司净营收将达257.5亿美元，同比增长20%，不计入汇率变动的影响为同比增长18.5%，略微超出预期；每股摊薄收益预计将达3.33美元；不按照美国通用会计准则的调整后每股收益预计将达4.70美元，同比增长21%，也超出预期。2021财年每股收益展望中包含了一笔约为每股1.24美元的预期净未实现收益，这项收益来自于PayPal的战略投资组合；2021财年不按照美国通用会计准则的业绩预期反映了约22.1亿美元的调整，其中包括预计约为17亿美元的股权奖励支出及其相关工资税。据雅虎财经频道统计的数据显示，47名分析师此前平均预期PayPal全年营收将达257.1亿美元，47名分析师此前平均预期PayPal全年每股收益将达4.57美元。</p>\n<p>PayPal预计，2021财年全年该公司的净新增活跃账户将在5200万到5500万个之间，并预计全年总支付额将同比增长30%。</p>\n<p>财报公布后，Paypal股价盘后涨超4%，该公司股价周三收跌1.1%，报247.4美元。</p>\n<p><img src=\"https://static.tigerbbs.com/66cc879026e08bd5e63401804a1e1ced\" tg-width=\"1302\" tg-height=\"833\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f3d6910b39b74c9e31da213a675621c","relate_stocks":{"PYPL":"PayPal"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145881706","content_text":"5月6日，在线支付服务商Paypal周三盘后公布了该公司第一季度财报。财报显示，第一季度营收60.3亿美元，市场预期59.04亿美元，去年同期46.18亿美元；第一季度净利润10.97亿美元，市场预期净利润7.95亿美元，去年同期净利润0.84亿美元；第一季度每股盈利0.92美元，市场预期0.65美元，去年同期0.07美元。\n\n财务业绩和运营指标：\n在截至3月31日的这一财季，PayPal的净利润为10.97亿美元，比上年同期的8400万美元增长1206%；每股摊薄收益为0.92美元，比去年同期的0.07美元增长1200%。不计入某些一次性项目（不按照美国通用会计准则），PayPal第一季度调整后净利润为14.55亿美元，与上年同期的7.86亿美元相比增长85%；调整后每股收益为1.22美元，与上年同期的0.66美元相比增长84%，超出分析师预期。据雅虎财经频道提供的数据显示，38名分析师此前平均预期PayPal第一季度每股收益将达1.01美元。\nPayPal第一季度净营收为60.33亿美元，比上年同期的46.18亿美元增长31%，不计入汇率变动的影响为同比增长29%，这一业绩也超出分析师预期。据雅虎财经频道提供的数据显示，36名分析师此前平均预期PayPal第一季度营收将达59亿美元。\nPayPal第一季度总支付额（TPV）为2854.47亿美元，比去年同期的1905.67亿美元增长50%，不计入汇率变动的影响为同比增长46%。\nPayPal第一季度总运营支出为49.91亿美元，相比之下上年同期为42.20亿美元。其中，交易支出为22.75亿美元，相比之下上年同期为17.39亿美元；交易和贷款损失为2.73亿美元，相比之下上年同期为5.91亿美元；客户支持和运营支出为5.18亿美元，相比之下上年同期为3.99亿美元；销售和营销支出为6.02亿美元，相比之下上年同期为3.71亿美元；技术和开发支出为7.41亿美元，相比之下上年同期为6.05亿美元；总务和行政支出为5.24亿美元，相比之下上年同期为4.86亿美元；重组及其他支出为5800万美元，相比之下上年同期为2900万美元。\nPayPal第一季度运营利润为1042亿美元，相比之下去年同期的运营利润为3.98亿美元；运营利润率为17.3%，与去年同期的8.6%相比上升865个基点。不按照美国通用会计准则，PayPal第一季度调整后运营利润为16.73亿美元，相比之下去年同期为9.08亿美元；调整后运营利润率为27.7%，与去年同期的19.7%相比上升807个基点。\nPayPal第一季度来自于业务运营活动的现金流为17.58亿美元，与上年同期的14.21亿美元相比增长24%；自由现金流为15.37亿美元，与上年同期的12.15亿美元相比增长27%。截至2021年12月31日，PayPal持有的现金和现金等价物以及非股权投资总额为191亿美元，总负债为89亿美元。PayPal第一季度有效税率为-25.8%，与上年同期的68.1%相比下降93.9个百分点；不按照美国通用会计准则，PayPal第一季度有效税率为10.4%，与去年同期的12.4%相比下降2.0个百分点。PayPal在第一季度中通过回购约530万股普通股的形式向股东返还了13亿美元现金。\nPayPal第一季度净新增活跃账户为1450万个，与去年同期相比增长21%，总活跃账户达到了3.92亿个。在第一季度中，PayPal处理的交易量达到了44亿次，同比增长34%。在过去12个月时间里，PayPal的每活跃账户交易处理量为42.2次，同比增长7%。\n业绩展望：\nPayPal预计，2021财年第二季度该公司净营收将达62.5亿美元，同比增长19%，不计入汇率变动的影响为同比增长17%，超出预期；每股摊薄收益预计将达0.76美元，相比之下去年同期为1.29美元；不按照美国通用会计准则的调整后每股收益预计将达1.12美元，同比增长5%，也超出预期。第二季度每股收益展望中包含了一笔约为每股0.58美元的预期净未实现收益，这项收益来自于PayPal的战略投资组合；第二季度不按照美国通用会计准则的业绩预期反映了约5.25亿美元的调整，其中包括预计约为4亿美元的股权奖励支出及其相关工资税。据雅虎财经频道统计的数据显示，35名分析师此前平均预期PayPal第二季度营收将达61.6亿美元，37名分析师此前平均预期PayPal第二季度每股收益将达1.1美元。\nPayPal预计，2021财年全年该公司净营收将达257.5亿美元，同比增长20%，不计入汇率变动的影响为同比增长18.5%，略微超出预期；每股摊薄收益预计将达3.33美元；不按照美国通用会计准则的调整后每股收益预计将达4.70美元，同比增长21%，也超出预期。2021财年每股收益展望中包含了一笔约为每股1.24美元的预期净未实现收益，这项收益来自于PayPal的战略投资组合；2021财年不按照美国通用会计准则的业绩预期反映了约22.1亿美元的调整，其中包括预计约为17亿美元的股权奖励支出及其相关工资税。据雅虎财经频道统计的数据显示，47名分析师此前平均预期PayPal全年营收将达257.1亿美元，47名分析师此前平均预期PayPal全年每股收益将达4.57美元。\nPayPal预计，2021财年全年该公司的净新增活跃账户将在5200万到5500万个之间，并预计全年总支付额将同比增长30%。\n财报公布后，Paypal股价盘后涨超4%，该公司股价周三收跌1.1%，报247.4美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106979911,"gmtCreate":1620086500933,"gmtModify":1704338336846,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"Good new york","listText":"Good new york","text":"Good new york","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106979911","repostId":"1131519851","repostType":4,"repost":{"id":"1131519851","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":1620083039,"share":"https://ttm.financial/m/news/1131519851?lang=&edition=fundamental","pubTime":"2021-05-04 07:03","market":"us","language":"zh","title":"昨夜今晨：纽约解封！经济重启概念股领涨美股","url":"https://stock-news.laohu8.com/highlight/detail?id=1131519851","media":"老虎资讯综合","summary":"摘要：美股涨跌不一，道指收高230点；鲍威尔称经济正取得真正进展，但不同群体差距悬殊；比尔·盖茨与梅琳达宣布离婚；福特计划不晚于2025年推出自产电池>>>海外市场收盘：美股涨跌不一 道指收高230点","content":"<blockquote><b>摘要：</b>美股涨跌不一，道指收高230点；鲍威尔称经济正取得真正进展，但不同群体差距悬殊；比尔·盖茨与梅琳达宣布离婚；福特计划不晚于2025年推出自产电池&gt;&gt;&gt;</blockquote><p><b>海外市场</b></p><p><b>收盘：美股涨跌不一 道指收高230点</b></p><p>受纽约州州长官宣“解封”计划提振，经济重启概念股领涨大盘，三大股指仅纳指收跌，科技龙头普遍下挫，后续公司财报和非农报告将影响市场走势。截至收盘，道指涨238.38点，或0.70%，报34113.23点；纳指跌67.56点，或0.48%，报13895.12点；标普500指数涨11.49点，或0.27%，报4192.66点。</p><p><b>热门中概股多数下挫&nbsp;跟谁学跌超7%</b></p><p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌0.10%，<a href=\"https://laohu8.com/S/JD\">京东</a>跌0.44%，<a href=\"https://laohu8.com/S/NTES\">网易</a>跌1.47%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌2.56%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌0.37%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌0.75%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌1.52%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌2.98%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌4.27%。跟谁学跌超7%，更名后财报显示，用户和收入实现双增长，此前由于价格违法行为，被北京市市场监管处以警告和50万元顶格罚款的行政处罚。</p><p><b>周一美油收高1% 布油上涨1%</b></p><p>原油期货价格周一收高。即使印度这个全球第三大原油消费国的每日新增新冠病例续创新高，但全球整体需求前景的更加明朗化，令油价得到提振。周一纽约商品交易所6月交割的西德州中质原油（WTI）期货价格上涨64美分，涨幅1%，收于每桶64.22美元；伦敦<a href=\"https://laohu8.com/S/ICE\">洲际交易所</a>6月交割的布伦特原油期货价格上涨68美分，涨幅1%，收于每桶67.44美元。</p><p><b>黄金期货周一收高1.4% 白银大涨4.2%</b></p><p>黄金期货价格周一收高。美元走软和美国国债收益率下滑在一定程度上提振了投资者的黄金需求。纽约商品交易所6月交割的黄金期货价格上涨24.10美元，涨幅1.4%，收于每盎司1791.80美元，创4月21日以来的最高收盘价。</p><p><b>欧股周一全线收高 德国零售业三月份增长创下纪录</b></p><p>欧洲股市周一在5月的第一个交易日全线收涨，英国因公共假期休市。德国DAX30指数收盘上涨100.56点，涨幅0.66%，报15236.47点；法国CAC40指数收盘上涨38.42点，涨幅0.61%，报6307.90点；欧洲斯托克50指数收盘上涨25.91点，涨幅0.65%，报4000.65点。</p><p><b>国际宏观</b></p><p><b>纽约州州长宣布“解封”计划</b></p><p>纽约州州长安德鲁·库莫（Andrew Cuomo）周一宣布纽约州大部分地区将于5月19日重新开放，将取消纽约、新泽西州和康涅狄格州的大部分疫情容量限制，本月晚些时候将在纽约市恢复24小时地铁服务，这一声明推动经济重启概念股领涨大盘。</p><p><b>拜登重申将提高企业税和高收入者税收以支付基础设施建设计划</b></p><p>美国总统拜登当地时间5月3日在弗吉尼亚州诺福克一所社区大学发表讲话，重申他将提高企业税和高收入者税收以支付他早前提出的基础设施建设计划。</p><p><b>美联储主席：美国低收入人群经济状况缓慢好转</b></p><p>鲍威尔强调，尽管经济有所回暖，但美国还没有脱离困境，需政策制定者的持续支持。新冠肺炎疫情给少数族裔和女性工薪阶层造成了巨大影响，包括在失业率和儿童保育教育方面都存在种族不平等现象。</p><p><a href=\"https://laohu8.com/NW/2132187225\" target=\"_blank\"><b>鲍威尔称经济正取得真正进展 但不同群体差距悬殊</b></a></p><p>美联储主席鲍威尔称，尽管美国经济复苏正“取得真正的进展”，但经济滑坡呈现出种族性和收入性差异，复苏阶段的红利也分布得不均衡。</p><p><b>美国工厂活动增长降温 因供应链问题持续存在</b></p><p>由于持续的供应链问题和材料短缺导致生产受限和订单积压，美国制造业增长势头在4月出现降温。</p><p><b>美联储关键利率降至一年来最低 引发管理利率调整的猜测</b></p><p>4月最后一天，美联储用以控制货币政策的关键基准利率跌至一年多以来最低水平，引发了关于美联储是否需要调整部分利率调控工具的疑问。</p><p><b>公司新闻</b></p><p><a href=\"https://laohu8.com/NW/1107648227\" target=\"_blank\"><b>比尔·盖茨与梅琳达宣布离婚</b></a></p><p>当地时间3日，比尔·盖茨与梅琳达通过联合声明，宣布结束双方27年的婚姻，声明中称，两人认为继续保持婚姻关系已经无法让彼此继续提升。</p><p><b>白宫支持<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>出口美国产新冠疫苗</b></p><p>美国疫苗接种意愿减弱之际，拜登政府将支持辉瑞把美国产新冠疫苗出口到海外。美国总统乔·拜登的疫情应对协调官Jeff Zients周一在声明中表示，我们很高兴看到他们正与其他国家合作，以帮助满足供应需要，此前辉瑞向美国供应疫苗进度超前。</p><p><a href=\"https://laohu8.com/NW/2132518461\" target=\"_blank\"><b>福特计划不晚于2025年推出自产电池</b></a></p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、通用等汽车制造商纷纷发力电池制造业务之际，<a href=\"https://laohu8.com/S/F\">福特汽车</a>亦在加入这一场大战，计划不晚于2025年生产自己的电池。福特首席产品平台兼运营官唐浩泰表示，我们不必今天就扩大规模来证明我们自建专用电池厂的合理性，到2025年，随着福特推出F-150、E-Transit和另一款电池电动汽车，我们在北美将拥有足够的产量来证明我们自建工厂的合理性。</p><p><b><a href=\"https://laohu8.com/S/EBAY\">eBay</a>考虑拥抱加密货币和NFT</b></p><p>一向争议巨大的加密货币和NFT再度俘获巨头芳心，eBay周一表示，公司对未来接受加密货币作为一种支付方式的可能性持开放态度，同时也在考虑通过“多种途径”进入近期大火的NFT领域，目前正在探索如何以一种简单的方式在eBay上实现这一功能。</p><p><b>知情人士：瑞信允许Archegos 10倍杠杆交易导致损失远超同行</b></p><p>据媒体周一报道，一位知情人士透露，瑞信借钱给Bill Hwang家族理财室，允许其进行十倍押注，只要求相当于所借资金10%的抵押品，结果是这个家族理财室爆仓时，瑞信蒙受的损失大大超过同行。Archegos 3月份爆仓后，瑞信蒙受大约55亿美元损失，相比之下，Archegos业务去年仅给瑞信带来1750万美元收入。</p><p><b>Moderna与疫苗联盟Gavi达成5亿剂疫苗供应协议</b></p><p>周一Moderna宣布与疫苗联盟Gavi签署新冠疫苗供应协议，将提供至多5亿剂新冠疫苗，其中包括首批将于2021年第四季度交付的3400万剂疫苗。根据协议条款，Gavi将保留在2022年获得额外4.66亿剂疫苗的选择权。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>昨夜今晨：纽约解封！经济重启概念股领涨美股</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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨：纽约解封！经济重启概念股领涨美股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-04 07:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote><b>摘要：</b>美股涨跌不一，道指收高230点；鲍威尔称经济正取得真正进展，但不同群体差距悬殊；比尔·盖茨与梅琳达宣布离婚；福特计划不晚于2025年推出自产电池&gt;&gt;&gt;</blockquote><p><b>海外市场</b></p><p><b>收盘：美股涨跌不一 道指收高230点</b></p><p>受纽约州州长官宣“解封”计划提振，经济重启概念股领涨大盘，三大股指仅纳指收跌，科技龙头普遍下挫，后续公司财报和非农报告将影响市场走势。截至收盘，道指涨238.38点，或0.70%，报34113.23点；纳指跌67.56点，或0.48%，报13895.12点；标普500指数涨11.49点，或0.27%，报4192.66点。</p><p><b>热门中概股多数下挫&nbsp;跟谁学跌超7%</b></p><p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌0.10%，<a href=\"https://laohu8.com/S/JD\">京东</a>跌0.44%，<a href=\"https://laohu8.com/S/NTES\">网易</a>跌1.47%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌2.56%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌0.37%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌0.75%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌1.52%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌2.98%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌4.27%。跟谁学跌超7%，更名后财报显示，用户和收入实现双增长，此前由于价格违法行为，被北京市市场监管处以警告和50万元顶格罚款的行政处罚。</p><p><b>周一美油收高1% 布油上涨1%</b></p><p>原油期货价格周一收高。即使印度这个全球第三大原油消费国的每日新增新冠病例续创新高，但全球整体需求前景的更加明朗化，令油价得到提振。周一纽约商品交易所6月交割的西德州中质原油（WTI）期货价格上涨64美分，涨幅1%，收于每桶64.22美元；伦敦<a href=\"https://laohu8.com/S/ICE\">洲际交易所</a>6月交割的布伦特原油期货价格上涨68美分，涨幅1%，收于每桶67.44美元。</p><p><b>黄金期货周一收高1.4% 白银大涨4.2%</b></p><p>黄金期货价格周一收高。美元走软和美国国债收益率下滑在一定程度上提振了投资者的黄金需求。纽约商品交易所6月交割的黄金期货价格上涨24.10美元，涨幅1.4%，收于每盎司1791.80美元，创4月21日以来的最高收盘价。</p><p><b>欧股周一全线收高 德国零售业三月份增长创下纪录</b></p><p>欧洲股市周一在5月的第一个交易日全线收涨，英国因公共假期休市。德国DAX30指数收盘上涨100.56点，涨幅0.66%，报15236.47点；法国CAC40指数收盘上涨38.42点，涨幅0.61%，报6307.90点；欧洲斯托克50指数收盘上涨25.91点，涨幅0.65%，报4000.65点。</p><p><b>国际宏观</b></p><p><b>纽约州州长宣布“解封”计划</b></p><p>纽约州州长安德鲁·库莫（Andrew Cuomo）周一宣布纽约州大部分地区将于5月19日重新开放，将取消纽约、新泽西州和康涅狄格州的大部分疫情容量限制，本月晚些时候将在纽约市恢复24小时地铁服务，这一声明推动经济重启概念股领涨大盘。</p><p><b>拜登重申将提高企业税和高收入者税收以支付基础设施建设计划</b></p><p>美国总统拜登当地时间5月3日在弗吉尼亚州诺福克一所社区大学发表讲话，重申他将提高企业税和高收入者税收以支付他早前提出的基础设施建设计划。</p><p><b>美联储主席：美国低收入人群经济状况缓慢好转</b></p><p>鲍威尔强调，尽管经济有所回暖，但美国还没有脱离困境，需政策制定者的持续支持。新冠肺炎疫情给少数族裔和女性工薪阶层造成了巨大影响，包括在失业率和儿童保育教育方面都存在种族不平等现象。</p><p><a href=\"https://laohu8.com/NW/2132187225\" target=\"_blank\"><b>鲍威尔称经济正取得真正进展 但不同群体差距悬殊</b></a></p><p>美联储主席鲍威尔称，尽管美国经济复苏正“取得真正的进展”，但经济滑坡呈现出种族性和收入性差异，复苏阶段的红利也分布得不均衡。</p><p><b>美国工厂活动增长降温 因供应链问题持续存在</b></p><p>由于持续的供应链问题和材料短缺导致生产受限和订单积压，美国制造业增长势头在4月出现降温。</p><p><b>美联储关键利率降至一年来最低 引发管理利率调整的猜测</b></p><p>4月最后一天，美联储用以控制货币政策的关键基准利率跌至一年多以来最低水平，引发了关于美联储是否需要调整部分利率调控工具的疑问。</p><p><b>公司新闻</b></p><p><a href=\"https://laohu8.com/NW/1107648227\" target=\"_blank\"><b>比尔·盖茨与梅琳达宣布离婚</b></a></p><p>当地时间3日，比尔·盖茨与梅琳达通过联合声明，宣布结束双方27年的婚姻，声明中称，两人认为继续保持婚姻关系已经无法让彼此继续提升。</p><p><b>白宫支持<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>出口美国产新冠疫苗</b></p><p>美国疫苗接种意愿减弱之际，拜登政府将支持辉瑞把美国产新冠疫苗出口到海外。美国总统乔·拜登的疫情应对协调官Jeff Zients周一在声明中表示，我们很高兴看到他们正与其他国家合作，以帮助满足供应需要，此前辉瑞向美国供应疫苗进度超前。</p><p><a href=\"https://laohu8.com/NW/2132518461\" target=\"_blank\"><b>福特计划不晚于2025年推出自产电池</b></a></p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、通用等汽车制造商纷纷发力电池制造业务之际，<a href=\"https://laohu8.com/S/F\">福特汽车</a>亦在加入这一场大战，计划不晚于2025年生产自己的电池。福特首席产品平台兼运营官唐浩泰表示，我们不必今天就扩大规模来证明我们自建专用电池厂的合理性，到2025年，随着福特推出F-150、E-Transit和另一款电池电动汽车，我们在北美将拥有足够的产量来证明我们自建工厂的合理性。</p><p><b><a href=\"https://laohu8.com/S/EBAY\">eBay</a>考虑拥抱加密货币和NFT</b></p><p>一向争议巨大的加密货币和NFT再度俘获巨头芳心，eBay周一表示，公司对未来接受加密货币作为一种支付方式的可能性持开放态度，同时也在考虑通过“多种途径”进入近期大火的NFT领域，目前正在探索如何以一种简单的方式在eBay上实现这一功能。</p><p><b>知情人士：瑞信允许Archegos 10倍杠杆交易导致损失远超同行</b></p><p>据媒体周一报道，一位知情人士透露，瑞信借钱给Bill Hwang家族理财室，允许其进行十倍押注，只要求相当于所借资金10%的抵押品，结果是这个家族理财室爆仓时，瑞信蒙受的损失大大超过同行。Archegos 3月份爆仓后，瑞信蒙受大约55亿美元损失，相比之下，Archegos业务去年仅给瑞信带来1750万美元收入。</p><p><b>Moderna与疫苗联盟Gavi达成5亿剂疫苗供应协议</b></p><p>周一Moderna宣布与疫苗联盟Gavi签署新冠疫苗供应协议，将提供至多5亿剂新冠疫苗，其中包括首批将于2021年第四季度交付的3400万剂疫苗。根据协议条款，Gavi将保留在2022年获得额外4.66亿剂疫苗的选择权。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131519851","content_text":"摘要：美股涨跌不一，道指收高230点；鲍威尔称经济正取得真正进展，但不同群体差距悬殊；比尔·盖茨与梅琳达宣布离婚；福特计划不晚于2025年推出自产电池>>>海外市场收盘：美股涨跌不一 道指收高230点受纽约州州长官宣“解封”计划提振，经济重启概念股领涨大盘，三大股指仅纳指收跌，科技龙头普遍下挫，后续公司财报和非农报告将影响市场走势。截至收盘，道指涨238.38点，或0.70%，报34113.23点；纳指跌67.56点，或0.48%，报13895.12点；标普500指数涨11.49点，或0.27%，报4192.66点。热门中概股多数下挫 跟谁学跌超7%阿里巴巴跌0.10%，京东跌0.44%，网易跌1.47%，百度跌2.56%，拼多多跌0.37%，蔚来汽车跌0.75%，理想汽车跌1.52%，小鹏汽车跌2.98%，哔哩哔哩跌4.27%。跟谁学跌超7%，更名后财报显示，用户和收入实现双增长，此前由于价格违法行为，被北京市市场监管处以警告和50万元顶格罚款的行政处罚。周一美油收高1% 布油上涨1%原油期货价格周一收高。即使印度这个全球第三大原油消费国的每日新增新冠病例续创新高，但全球整体需求前景的更加明朗化，令油价得到提振。周一纽约商品交易所6月交割的西德州中质原油（WTI）期货价格上涨64美分，涨幅1%，收于每桶64.22美元；伦敦洲际交易所6月交割的布伦特原油期货价格上涨68美分，涨幅1%，收于每桶67.44美元。黄金期货周一收高1.4% 白银大涨4.2%黄金期货价格周一收高。美元走软和美国国债收益率下滑在一定程度上提振了投资者的黄金需求。纽约商品交易所6月交割的黄金期货价格上涨24.10美元，涨幅1.4%，收于每盎司1791.80美元，创4月21日以来的最高收盘价。欧股周一全线收高 德国零售业三月份增长创下纪录欧洲股市周一在5月的第一个交易日全线收涨，英国因公共假期休市。德国DAX30指数收盘上涨100.56点，涨幅0.66%，报15236.47点；法国CAC40指数收盘上涨38.42点，涨幅0.61%，报6307.90点；欧洲斯托克50指数收盘上涨25.91点，涨幅0.65%，报4000.65点。国际宏观纽约州州长宣布“解封”计划纽约州州长安德鲁·库莫（Andrew Cuomo）周一宣布纽约州大部分地区将于5月19日重新开放，将取消纽约、新泽西州和康涅狄格州的大部分疫情容量限制，本月晚些时候将在纽约市恢复24小时地铁服务，这一声明推动经济重启概念股领涨大盘。拜登重申将提高企业税和高收入者税收以支付基础设施建设计划美国总统拜登当地时间5月3日在弗吉尼亚州诺福克一所社区大学发表讲话，重申他将提高企业税和高收入者税收以支付他早前提出的基础设施建设计划。美联储主席：美国低收入人群经济状况缓慢好转鲍威尔强调，尽管经济有所回暖，但美国还没有脱离困境，需政策制定者的持续支持。新冠肺炎疫情给少数族裔和女性工薪阶层造成了巨大影响，包括在失业率和儿童保育教育方面都存在种族不平等现象。鲍威尔称经济正取得真正进展 但不同群体差距悬殊美联储主席鲍威尔称，尽管美国经济复苏正“取得真正的进展”，但经济滑坡呈现出种族性和收入性差异，复苏阶段的红利也分布得不均衡。美国工厂活动增长降温 因供应链问题持续存在由于持续的供应链问题和材料短缺导致生产受限和订单积压，美国制造业增长势头在4月出现降温。美联储关键利率降至一年来最低 引发管理利率调整的猜测4月最后一天，美联储用以控制货币政策的关键基准利率跌至一年多以来最低水平，引发了关于美联储是否需要调整部分利率调控工具的疑问。公司新闻比尔·盖茨与梅琳达宣布离婚当地时间3日，比尔·盖茨与梅琳达通过联合声明，宣布结束双方27年的婚姻，声明中称，两人认为继续保持婚姻关系已经无法让彼此继续提升。白宫支持辉瑞出口美国产新冠疫苗美国疫苗接种意愿减弱之际，拜登政府将支持辉瑞把美国产新冠疫苗出口到海外。美国总统乔·拜登的疫情应对协调官Jeff Zients周一在声明中表示，我们很高兴看到他们正与其他国家合作，以帮助满足供应需要，此前辉瑞向美国供应疫苗进度超前。福特计划不晚于2025年推出自产电池特斯拉、通用等汽车制造商纷纷发力电池制造业务之际，福特汽车亦在加入这一场大战，计划不晚于2025年生产自己的电池。福特首席产品平台兼运营官唐浩泰表示，我们不必今天就扩大规模来证明我们自建专用电池厂的合理性，到2025年，随着福特推出F-150、E-Transit和另一款电池电动汽车，我们在北美将拥有足够的产量来证明我们自建工厂的合理性。eBay考虑拥抱加密货币和NFT一向争议巨大的加密货币和NFT再度俘获巨头芳心，eBay周一表示，公司对未来接受加密货币作为一种支付方式的可能性持开放态度，同时也在考虑通过“多种途径”进入近期大火的NFT领域，目前正在探索如何以一种简单的方式在eBay上实现这一功能。知情人士：瑞信允许Archegos 10倍杠杆交易导致损失远超同行据媒体周一报道，一位知情人士透露，瑞信借钱给Bill Hwang家族理财室，允许其进行十倍押注，只要求相当于所借资金10%的抵押品，结果是这个家族理财室爆仓时，瑞信蒙受的损失大大超过同行。Archegos 3月份爆仓后，瑞信蒙受大约55亿美元损失，相比之下，Archegos业务去年仅给瑞信带来1750万美元收入。Moderna与疫苗联盟Gavi达成5亿剂疫苗供应协议周一Moderna宣布与疫苗联盟Gavi签署新冠疫苗供应协议，将提供至多5亿剂新冠疫苗，其中包括首批将于2021年第四季度交付的3400万剂疫苗。根据协议条款，Gavi将保留在2022年获得额外4.66亿剂疫苗的选择权。","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101289725,"gmtCreate":1619916629067,"gmtModify":1704336252449,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"Good sharing&nbsp;","listText":"Good sharing&nbsp;","text":"Good sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/101289725","repostId":"1101130210","repostType":4,"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357196040,"gmtCreate":1617243508280,"gmtModify":1704697723161,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357196040","repostId":"1192555897","repostType":4,"repost":{"id":"1192555897","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":1617243007,"share":"https://ttm.financial/m/news/1192555897?lang=&edition=fundamental","pubTime":"2021-04-01 10:10","market":"hk","language":"zh","title":"恒生科技指数大涨超3%，大型科技股拉升","url":"https://stock-news.laohu8.com/highlight/detail?id=1192555897","media":"老虎资讯综合","summary":"4月1日，港股指数高开高走，恒生科技指数涨幅扩大至超3%，恒指涨幅扩大至超1%。大型科技股拉升，美团-W大涨5.6%，腾讯涨近3%，小米、阿里巴巴皆升超1%。","content":"<p>4月1日，港股指数高开高走，恒生科技指数涨幅扩大至超3%，恒指涨幅扩大至超1%。大型科技股拉升，<a href=\"https://laohu8.com/S/03690\">美团-W</a>大涨5.6%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>涨近3%，小米、<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>皆升超1%。</p><p><img src=\"https://static.tigerbbs.com/6824d9650ec066c038eb3c3c2e751499\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>恒生科技指数大涨超3%，大型科技股拉升</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n恒生科技指数大涨超3%，大型科技股拉升\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-04-01 10:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>4月1日，港股指数高开高走，恒生科技指数涨幅扩大至超3%，恒指涨幅扩大至超1%。大型科技股拉升，<a href=\"https://laohu8.com/S/03690\">美团-W</a>大涨5.6%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>涨近3%，小米、<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>皆升超1%。</p><p><img src=\"https://static.tigerbbs.com/6824d9650ec066c038eb3c3c2e751499\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"03690":"美团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192555897","content_text":"4月1日，港股指数高开高走，恒生科技指数涨幅扩大至超3%，恒指涨幅扩大至超1%。大型科技股拉升，美团-W大涨5.6%，腾讯涨近3%，小米、阿里巴巴皆升超1%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354685469,"gmtCreate":1617167108851,"gmtModify":1704696705247,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"Xiaomi gogo","listText":"Xiaomi gogo","text":"Xiaomi gogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/354685469","repostId":"1110803631","repostType":4,"repost":{"id":"1110803631","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":1617166986,"share":"https://ttm.financial/m/news/1110803631?lang=&edition=fundamental","pubTime":"2021-03-31 13:03","market":"hk","language":"zh","title":"小米集团午后转跌，成交额近70亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1110803631","media":"老虎资讯综合","summary":"3月31日，小米集团-W午后翻绿，盘初一度涨逾6%，成交额近70亿港元，居港股个股成交额首位。在小米春季新品发布会上，小米集团创始人兼CEO雷军宣布小米正式进军智能电动汽车行业。","content":"<p>3月31日，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>午后翻绿，盘初一度涨逾6%，成交额近70亿港元，居港股个股成交额首位。在小米春季新品发布会上，小米集团创始人兼CEO雷军宣布小米正式进军<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动汽车行业。</p><p><img src=\"https://static.tigerbbs.com/3abb99693990c7bc6aa49ece0d2fce5d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小米集团午后转跌，成交额近70亿港元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小米集团午后转跌，成交额近70亿港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-03-31 13:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>3月31日，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>午后翻绿，盘初一度涨逾6%，成交额近70亿港元，居港股个股成交额首位。在小米春季新品发布会上，小米集团创始人兼CEO雷军宣布小米正式进军<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动汽车行业。</p><p><img src=\"https://static.tigerbbs.com/3abb99693990c7bc6aa49ece0d2fce5d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110803631","content_text":"3月31日，小米集团-W午后翻绿，盘初一度涨逾6%，成交额近70亿港元，居港股个股成交额首位。在小米春季新品发布会上，小米集团创始人兼CEO雷军宣布小米正式进军智能电动汽车行业。","news_type":1},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355970558,"gmtCreate":1617026356374,"gmtModify":1704801025695,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"Cry","listText":"Cry","text":"Cry","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355970558","repostId":"1156219386","repostType":4,"repost":{"id":"1156219386","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":1617026202,"share":"https://ttm.financial/m/news/1156219386?lang=&edition=fundamental","pubTime":"2021-03-29 21:56","market":"us","language":"zh","title":"特斯拉跌超3%，再度失守600美元关口","url":"https://stock-news.laohu8.com/highlight/detail?id=1156219386","media":"老虎资讯综合","summary":"3月29日，特斯拉盘初跌幅扩大至3%，再度失守600美元关口。中概新能源车汽车普跌，小鹏汽车、蔚来跌逾2%。新华社28日发布消息称，当前新能源汽车行业中，“产品指标注水还甩锅客户”“企业还没卖一辆车市","content":"<p>3月29日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘初跌幅扩大至3%，再度失守600美元关口。</p><p>中概新能源车汽车普跌，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌逾2%。新华社28日发布消息称，当前新能源汽车行业中，“产品指标注水还甩锅客户”“企业还没卖一辆车市值就几千亿”等问题逐渐凸显，“虚假宣传”“虚火过旺”已成为制约行业进一步健康发展的隐忧。</p><p><img src=\"https://static.tigerbbs.com/d7d4ad0ff527312be7e4c5dd30dd4ecd\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉跌超3%，再度失守600美元关口 </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特斯拉跌超3%，再度失守600美元关口 \n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-03-29 21:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>3月29日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘初跌幅扩大至3%，再度失守600美元关口。</p><p>中概新能源车汽车普跌，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌逾2%。新华社28日发布消息称，当前新能源汽车行业中，“产品指标注水还甩锅客户”“企业还没卖一辆车市值就几千亿”等问题逐渐凸显，“虚假宣传”“虚火过旺”已成为制约行业进一步健康发展的隐忧。</p><p><img src=\"https://static.tigerbbs.com/d7d4ad0ff527312be7e4c5dd30dd4ecd\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/470c7cb7483c270761f6679ffa0ee057","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156219386","content_text":"3月29日，特斯拉盘初跌幅扩大至3%，再度失守600美元关口。中概新能源车汽车普跌，小鹏汽车、蔚来跌逾2%。新华社28日发布消息称，当前新能源汽车行业中，“产品指标注水还甩锅客户”“企业还没卖一辆车市值就几千亿”等问题逐渐凸显，“虚假宣传”“虚火过旺”已成为制约行业进一步健康发展的隐忧。","news_type":1},"isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}