Win2彰恒 personal page - To The Moon

Win2彰恒

Win2彰恒

投资股市＝财务自由

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2022-02-26

World War III or the Third World War, often abbreviated as WWIII or WW3, are names given to a hypothetical third worldwide large-scale military conflict after World War I and World War II.

2022-02-24

$U 20220715 115.0 CALL$Unity high price from 197 being drop to 93 is time to plan for call option..await for next 2 quarter result out

2022-02-24

Good

英特尔12代酷睿单核性能霸榜前十！AMD跌出前25名：只能靠Zen4挽回了

2021-09-20

Yes keep holding the AMD

The 1 Value Stock I'm Buying Right Now

2021-09-19

Tq

美国拟再捐5亿剂辉瑞疫苗! 拜登将办峰会呼吁世界一年内为70%人口完成接种

2021-09-18

Agree

Here is where ChargePoint (NYSE:CHPT) is Expanding and How Long it can Sustain Expenses

2021-09-18

Sharing which I think is current situation

US IPO Week Ahead: Software, consumer products, and payment tech lead a diverse 14 IPO week

2021-09-16

Not a good sign

In addition to bitcoin, AMC will soon accept other cryptocurrencies for purchases

2021-09-14

I'm expecting

无人期待苹果新手机

2021-09-06

Takung Art Co Ltd (AMEX:TKAT) is trading significantly higher Wednesday on above-average volume. The stock has been seen as a way to play the NFT boom.The NFT sector has recently seen an increase in volume following Visa Inc's (NYSE: V) CryptoPunk purchase and social media mentions.Takung Art crossed 20 million in trading volume at publication time. Average volume for the stock is about 3.5 million.Takung Art operates an online electronic platform for offering and trading artwork. Through its platform, the company allows artists, dealers and owners to access a large art trading market where they can engage with a wide range of investors.The stock was one of the top three trending stocks on Stocktwits at publication time.

2021-09-03

$AMD(AMD)$ AMD second option of nvidia

2021-08-25

My first post

@Win2彰恒:$Apple(AAPL)$ apple is the king, who can compete me?? Show me一日一蘋果醫生遠離我

2021-08-20

Good

台积电市值超腾讯、阿里：互联网不香了？

2021-08-16

Interested to this

Sorry, the original content has been removed

2021-07-19

Market will crash, if the thing happen?

Sorry, the original content has been removed

2021-07-18

Good analysis

美股大崩盘迫在眉睫

2021-07-13

$Tesla Motors(TSLA)$ 4% easily.

2021-06-30

$NIO Inc.(NIO)$strongest stock

2021-06-04

PLTR macd cross..

2021-03-25

Shd continue buy or wait and see?

传iPhone 12 mini猛砍单，三星或躺赚苹果赔款

Go to Tiger App to see more news

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12:14","market":"us","language":"zh","title":"英特尔12代酷睿单核性能霸榜前十！AMD跌出前25名：只能靠Zen4挽回了","url":"https://stock-news.laohu8.com/highlight/detail?id=2213136912","media":"芯智讯","summary":"不过在去年英特尔推出12代酷睿之后，全新的Intel 7工艺及Golden Cove内核、性能核 能效核等一系列大招出手，性能优势已经逆转回来了，特别是单核及游戏性能，大幅领先Zen3处理器。英特尔12代酷睿的强势也让其在各种测试软件中的单核榜单中重回巅峰，日前Passmark公布了CPU单核性能榜单，AMD及Intel的排名如下：在这个单核测试中，Intel的12代酷睿碾压式领先，TOP10全都是12代酷睿的，其中前五名都是酷睿i9-12900系列的，酷睿i5-12600K/KF表现也很不错。","content":"<html><body><article><p>摘要：在去年<a href=\"https://laohu8.com/S/INTC\">英特尔</a>推出12代酷睿之后，全新的Intel 7工艺及Golden Cove内核、性能核+能效核等一系列大招出手，性能优势已经逆转回来了，特别是单核及游戏性能，大幅领先Zen3处理器。</p><p>当初<a href=\"https://laohu8.com/S/AMD\">AMD</a>发布7nm Zen3架构的锐龙5000处理器时，得益于19%的IPC性能提升及频率改善，单核性能提升了26%，形成了对同级酷睿处理器的优势，再加上多核上的优势，AMD当时真的风光无线。</p><p>不过在去年英特尔推出12代酷睿之后，全新的Intel 7工艺及Golden Cove内核、性能核 能效核等一系列大招出手，性能优势已经逆转回来了，特别是单核及游戏性能，大幅领先Zen3处理器。</p><p>英特尔12代酷睿的强势也让其在各种测试软件中的单核榜单中重回巅峰，日前Passmark公布了CPU单核性能榜单，AMD及Intel的排名如下：</p><img src=\"http://inews.gtimg.com/newsapp_match/0/14553945170/0\"/><p>在这个单核测试中，Intel的12代酷睿碾压式领先，TOP10全都是12代酷睿的，其中前五名都是酷睿i9-12900系列的，酷睿i5-12600K/KF表现也很不错。</p><p>AMD的锐龙5000处理器排名严重下滑，最好的锐龙9 5950X连TOP25都没进去，位列26名，单核性能比12代酷睿低了20%左右，差距重新拉开了。</p><p>考虑到英特尔这边今年还会有优化版的13代酷睿问世，AMD要想在单核性能上重回领先地位，只能看5nmZen4处理器了，也就是锐龙7000系列，这一代升级了工艺及架构，之前传闻IPC提升20-40%，再加上频率也会提升，单核性能有希望赢回来。</p><p>好消息是5nm Zen4今年的进度似乎提前了，之前传闻是年底发布，现在的说法是5-6月份发布，极有可能是今年的台北电脑展上发布，然后Q3季度上市，最晚9月份就能看到了。</p><p>来源：快科技</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英特尔12代酷睿单核性能霸榜前十！AMD跌出前25名：只能靠Zen4挽回了</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\">\n英特尔12代酷睿单核性能霸榜前十！AMD跌出前25名：只能靠Zen4挽回了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-24 12:14 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202202241216567c78a699&s=b><strong>芯智讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：在去年英特尔推出12代酷睿之后，全新的Intel 7工艺及Golden Cove内核、性能核+能效核等一系列大招出手，性能优势已经逆转回来了，特别是单核及游戏性能，大幅领先Zen3处理器。当初AMD发布7nm Zen3架构的锐龙5000处理器时，得益于19%的IPC性能提升及频率改善，单核性能提升了26%，形成了对同级酷睿处理器的优势，再加上多核上的优势，AMD当时真的风光无线。不过在去年...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202202241216567c78a699&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4512":"苹果概念","BK4141":"半导体产品","BK4566":"资本集团","BK4554":"元宇宙及AR概念","BK4515":"5G概念","GFS":"GLOBALFOUNDRIES Inc.","BK4532":"文艺复兴科技持仓","BK4529":"IDC概念","INTC":"英特尔","BK4527":"明星科技股","BK4535":"淡马锡持仓","AMD":"美国超微公司","BK4534":"瑞士信贷持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202202241216567c78a699&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2213136912","content_text":"摘要：在去年英特尔推出12代酷睿之后，全新的Intel 7工艺及Golden Cove内核、性能核+能效核等一系列大招出手，性能优势已经逆转回来了，特别是单核及游戏性能，大幅领先Zen3处理器。当初AMD发布7nm Zen3架构的锐龙5000处理器时，得益于19%的IPC性能提升及频率改善，单核性能提升了26%，形成了对同级酷睿处理器的优势，再加上多核上的优势，AMD当时真的风光无线。不过在去年英特尔推出12代酷睿之后，全新的Intel 7工艺及Golden Cove内核、性能核 能效核等一系列大招出手，性能优势已经逆转回来了，特别是单核及游戏性能，大幅领先Zen3处理器。英特尔12代酷睿的强势也让其在各种测试软件中的单核榜单中重回巅峰，日前Passmark公布了CPU单核性能榜单，AMD及Intel的排名如下：在这个单核测试中，Intel的12代酷睿碾压式领先，TOP10全都是12代酷睿的，其中前五名都是酷睿i9-12900系列的，酷睿i5-12600K/KF表现也很不错。AMD的锐龙5000处理器排名严重下滑，最好的锐龙9 5950X连TOP25都没进去，位列26名，单核性能比12代酷睿低了20%左右，差距重新拉开了。考虑到英特尔这边今年还会有优化版的13代酷睿问世，AMD要想在单核性能上重回领先地位，只能看5nmZen4处理器了，也就是锐龙7000系列，这一代升级了工艺及架构，之前传闻IPC提升20-40%，再加上频率也会提升，单核性能有希望赢回来。好消息是5nm Zen4今年的进度似乎提前了，之前传闻是年底发布，现在的说法是5-6月份发布，极有可能是今年的台北电脑展上发布，然后Q3季度上市，最晚9月份就能看到了。来源：快科技","news_type":1},"isVote":1,"tweetType":1,"viewCount":616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860985330,"gmtCreate":1632121971520,"gmtModify":1676530705016,"author":{"id":"3577331412124275","authorId":"3577331412124275","authorIdStr":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577331412124275"},"themes":[],"htmlText":"Yes keep holding the AMD","listText":"Yes keep holding the AMD","text":"Yes keep holding the AMD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/860985330","repostId":"2168570102","repostType":2,"repost":{"id":"2168570102","pubTimestamp":1631894400,"share":"https://ttm.financial/m/news/2168570102?lang=&edition=fundamental","pubTime":"2021-09-18 00:00","market":"us","language":"en","title":"The 1 Value Stock I'm Buying Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2168570102","media":"Motley Fool","summary":"A new CEO is aiming to revitalize the aging chip company.","content":"<html><body><span>\n<p>Semiconductor manufacturer <strong>Intel</strong> <span>(NASDAQ:INTC)</span> was asleep at the wheel as rival <strong>Advanced Micro Devices </strong><span>(NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>)</span> rose from the dead. AMD's products were terrible from 2011 through 2017, built on a failed architecture that came nowhere close to competing with Intel. But that changed in 2017 with the launch of AMD's Zen-based processors. AMD is now on the fourth generation of Zen, and its chips have surpassed Intel on essentially every metric.</p>\n<p>It's clear that Intel underestimated the threat AMD posed. Chronic manufacturing problems for Intel, the rapid progress of third-party foundries like <strong>Taiwan Semiconductor</strong> <span>(NYSE:TSM)</span>, and better product designs from AMD converged to propel AMD back into a competitive position in the CPU market. It wasn't long ago that Intel had seemingly insurmountable architecture and manufacturing leads over AMD. Now it has neither.</p>\n<div><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F643297%2Fcpu-semiconductor.jpg&amp;w=700&amp;op=resize\" srcset=\"https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/643297/cpu-semiconductor.jpg&amp;w=300&amp;op=resize 300w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/643297/cpu-semiconductor.jpg&amp;w=1000&amp;op=resize 1000w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/643297/cpu-semiconductor.jpg&amp;w=2000&amp;op=resize 2000w\"/>\n<p>Image source: Getty Images.</p>\n</div>\n<h2>Betting big on manufacturing</h2>\n<p>This may sound like an argument <em>against</em> buying Intel stock. There are certainly plenty of reasons to stay away from the lumbering chip giant. But Intel, led by new CEO Pat Gelsinger, has made some bold decisions that have set the stage for an epic comeback.</p>\n<p>Earlier this year, an activist hedge fund called on Intel to spin off its manufacturing business. Given Intel's struggles on the manufacturing front, this didn't seem like that bad of an idea on the surface. Getting out of manufacturing would allow Intel to focus solely on chip design, outsourcing the extremely expensive business of making bleeding-edge chips to third parties. Both AMD and <strong><a href=\"https://laohu8.com/S/IBM\">IBM</a></strong> have done exactly that in the past 12 years.</p>\n<p>Contract manufacturer TSMC plans to spend $100 billion over the next three years on capital expenditures. <strong>Samsung</strong> plans to dump $151 billion through 2030 on non-memory chip manufacturing. The cost of entry into the world of leading-edge chip manufacturing is astronomical. It would cost Intel a fortune to regain its manufacturing lead.</p><div></div>\n<p>The easy thing for Intel to do would be to get out of manufacturing. Under Gelsinger, Intel is doing the opposite. Not only will the company keep making its own chips, but it's serious about making chips for other companies as well. Intel wants to be a major player in the foundry market, offering U.S.-based manufacturing capacity at a time when the semiconductor industry depends heavily on TSMC.</p>\n<p>Executing Gelsinger's strategy won't be cheap. In March, Intel announced a $20 billion investment in two new fabs in Arizona to support its own products and its new foundry business. The company also plans to pour as much as $95 billion into new facilities in Europe over the next decade, and reports in July suggested that Intel was in serious talks to acquire GlobalFoundries for around $30 billion.</p>\n<p>\"There will be consolidation in the industry. That trend will continue, and I expect that we're going to be a consolidator,\" Gelsinger said in an interview in August with the <em>Wall Street Journal</em>.</p>\n<h2>It's time to buy Intel stock</h2>\n<p>There's a global shortage of semiconductor manufacturing capacity, and it could last for years. TSMC's share of the contract manufacturing market is around 60%, and the company has become incredibly profitable. TSMC generated around $4.8 billion of net income in the second quarter alone.</p><div></div>\n<p>I think it's a reasonable bet that this situation isn't sustainable. It seems fragile given where relations are between the U.S. and China. I think U.S. and European semiconductor manufacturing capacity is going to be valuable in the coming years, and Intel is in the best position to offer it. Intel may even manage to snag some government subsidies to help fund new factories.</p>\n<p>It will take years for Intel's plan to become a leading foundry to play out. Profits will come under pressure as the company ramps up its spending. But the opportunity is enormous. The foundry industry generated $85 billion of revenue in 2020, and that number will almost certainly rise as an increasing number of products and devices contain an increasing number of chips.</p>\n<p>A successful foundry business will help Intel justify the massive spending needed to keep up with the likes of TSMC. That will benefit its own chip business, where it's looking to win back some of the market share it's lost to AMD.</p>\n<p>Intel's forward price-to-earnings ratio sits at about 11, so Intel stock is certainly a bargain based on current earnings. But the reason to invest in Intel is its future potential. It won't be a quick process, but Intel's bottom line has the potential to soar as Gelsinger remakes the company.</p><div></div>\n<div></div>\n</span></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The 1 Value Stock I'm Buying Right Now</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\">\nThe 1 Value Stock I'm Buying Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-18 00:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/18/the-1-value-stock-im-buying-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Semiconductor manufacturer Intel (NASDAQ:INTC) was asleep at the wheel as rival Advanced Micro Devices (NASDAQ:AMD) rose from the dead. AMD's products were terrible from 2011 through 2017, built on a ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/18/the-1-value-stock-im-buying-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2021/09/18/the-1-value-stock-im-buying-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2168570102","content_text":"Semiconductor manufacturer Intel (NASDAQ:INTC) was asleep at the wheel as rival Advanced Micro Devices (NASDAQ:AMD) rose from the dead. AMD's products were terrible from 2011 through 2017, built on a failed architecture that came nowhere close to competing with Intel. But that changed in 2017 with the launch of AMD's Zen-based processors. AMD is now on the fourth generation of Zen, and its chips have surpassed Intel on essentially every metric.\nIt's clear that Intel underestimated the threat AMD posed. Chronic manufacturing problems for Intel, the rapid progress of third-party foundries like Taiwan Semiconductor (NYSE:TSM), and better product designs from AMD converged to propel AMD back into a competitive position in the CPU market. It wasn't long ago that Intel had seemingly insurmountable architecture and manufacturing leads over AMD. Now it has neither.\n\nImage source: Getty Images.\n\nBetting big on manufacturing\nThis may sound like an argument against buying Intel stock. There are certainly plenty of reasons to stay away from the lumbering chip giant. But Intel, led by new CEO Pat Gelsinger, has made some bold decisions that have set the stage for an epic comeback.\nEarlier this year, an activist hedge fund called on Intel to spin off its manufacturing business. Given Intel's struggles on the manufacturing front, this didn't seem like that bad of an idea on the surface. Getting out of manufacturing would allow Intel to focus solely on chip design, outsourcing the extremely expensive business of making bleeding-edge chips to third parties. Both AMD and IBM have done exactly that in the past 12 years.\nContract manufacturer TSMC plans to spend $100 billion over the next three years on capital expenditures. Samsung plans to dump $151 billion through 2030 on non-memory chip manufacturing. The cost of entry into the world of leading-edge chip manufacturing is astronomical. It would cost Intel a fortune to regain its manufacturing lead.\nThe easy thing for Intel to do would be to get out of manufacturing. Under Gelsinger, Intel is doing the opposite. Not only will the company keep making its own chips, but it's serious about making chips for other companies as well. Intel wants to be a major player in the foundry market, offering U.S.-based manufacturing capacity at a time when the semiconductor industry depends heavily on TSMC.\nExecuting Gelsinger's strategy won't be cheap. In March, Intel announced a $20 billion investment in two new fabs in Arizona to support its own products and its new foundry business. The company also plans to pour as much as $95 billion into new facilities in Europe over the next decade, and reports in July suggested that Intel was in serious talks to acquire GlobalFoundries for around $30 billion.\n\"There will be consolidation in the industry. That trend will continue, and I expect that we're going to be a consolidator,\" Gelsinger said in an interview in August with the Wall Street Journal.\nIt's time to buy Intel stock\nThere's a global shortage of semiconductor manufacturing capacity, and it could last for years. TSMC's share of the contract manufacturing market is around 60%, and the company has become incredibly profitable. TSMC generated around $4.8 billion of net income in the second quarter alone.\nI think it's a reasonable bet that this situation isn't sustainable. It seems fragile given where relations are between the U.S. and China. I think U.S. and European semiconductor manufacturing capacity is going to be valuable in the coming years, and Intel is in the best position to offer it. Intel may even manage to snag some government subsidies to help fund new factories.\nIt will take years for Intel's plan to become a leading foundry to play out. Profits will come under pressure as the company ramps up its spending. But the opportunity is enormous. The foundry industry generated $85 billion of revenue in 2020, and that number will almost certainly rise as an increasing number of products and devices contain an increasing number of chips.\nA successful foundry business will help Intel justify the massive spending needed to keep up with the likes of TSMC. That will benefit its own chip business, where it's looking to win back some of the market share it's lost to AMD.\nIntel's forward price-to-earnings ratio sits at about 11, so Intel stock is certainly a bargain based on current earnings. But the reason to invest in Intel is its future potential. It won't be a quick process, but Intel's bottom line has the potential to soar as Gelsinger remakes the company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887204519,"gmtCreate":1632038056231,"gmtModify":1676530691232,"author":{"id":"3577331412124275","authorId":"3577331412124275","authorIdStr":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577331412124275"},"themes":[],"htmlText":"Tq","listText":"Tq","text":"Tq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/887204519","repostId":"2168550312","repostType":2,"repost":{"id":"2168550312","pubTimestamp":1632036600,"share":"https://ttm.financial/m/news/2168550312?lang=&edition=fundamental","pubTime":"2021-09-19 15:30","market":"fut","language":"zh","title":"美国拟再捐5亿剂辉瑞疫苗! 拜登将办峰会呼吁世界一年内为70%人口完成接种","url":"https://stock-news.laohu8.com/highlight/detail?id=2168550312","media":"FX168","summary":"FX168财经报社(香港)讯 周日（9月19日），据两位知情人士透露，拜登政府正在与辉瑞公司谈判，再购买5亿剂新冠疫苗以捐赠给其他国家，这将使美国计划捐赠的疫苗数达到11.5亿剂。\n　　美国政府与辉瑞谈判的消息出台...","content":"<html><body><div>\n<div><p>FX168财经报社(香港)讯 周日（9月19日），据两位知情人士透露，拜登政府正在与<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>公司谈判，再购买5亿剂新冠疫苗以捐赠给其他国家，这将使美国计划捐赠的疫苗数达到11.5亿剂。</p><p>美国政府与辉瑞谈判的消息出台之际，白宫宣布拜登将在下周的联合国大会会议期间，举办全球大流行峰会，并利用这次峰会来说服其他国家搁置国内需求，转而专心向依赖疫苗捐赠的贫穷国家提供疫苗。</p><p>拜登的冠状病毒应对协调员杰夫·齐恩茨(Jeff Zients)拒绝提供谈判的具体细节，只表示如何帮助最需要帮助的国家，将是联合国会议上的“一个重要话题”。</p><p>白宫官员表示，拜登希望向其他国家传达的信息是，美国不能也不应该单独行动，所有国家都应该兑现现有承诺。</p><p>与此同时，拜登因计划向已完全接种疫苗的美国人提供加强剂而受到抨击，因为许多贫穷国家的公民甚至还没有接种第一剂疫苗。周五，美国食品和药物管理局(FDA)的一个科学咨询委员会建议，只有年龄在65岁以上，或有严重感染风险的人群，才需要在接种第二剂辉瑞疫苗的至少六个月后注射加强剂。</p><p>拜登计划在周三召开的峰会，将是为解决冠状病毒危机所举行的最大规模国家元首会议，白宫官员表示，拜登将为致力于结束新冠大流行的人和团体“提供一个更大的平台”，制药商、慈善家和非政府组织都将被邀请参加峰会。</p><p>官员们称确切的目标和细节仍在讨论中，但白宫本周早些时候向峰会受邀者发送了一份文件草案，呼吁到明年9月联合国再次召开会议时，全球70%的人口都必须接种疫苗。</p><p>专家估计，要实现对冠状病毒的广泛全球免疫，需要110亿剂疫苗，美国已经承诺向国外运送超过6亿剂疫苗，并正在努力扩大国内和海外的制造规模。</p><p>但全球健康专家表示，光有捐赠是不够的，他们希望拜登能在许多其他国家建立制造中心，并敦促疫苗制造商分享他们的技术。</p></div>\n<div></div>\n<div>\n<div>\n<ul>\n<li>\n\n                                                    拜登\n                                                \n</li>\n<li>\n\n                                                    美国\n                                                \n</li>\n<li>\n\n                                                    新冠肺炎\n                                                \n</li>\n</ul>\n</div>\n<div>\n<div>\n<div>分享</div>\n<div>\n<div>  </div>\n</div>\n</div>\n<div>\n</div>\n</div>\n</div>\n</div></body></html>","source":"fxdaily_fut","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>美国拟再捐5亿剂辉瑞疫苗! 拜登将办峰会呼吁世界一年内为70%人口完成接种</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国拟再捐5亿剂辉瑞疫苗! 拜登将办峰会呼吁世界一年内为70%人口完成接种\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-19 15:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://news.fx168.com/politics/2109/5358578.shtml><strong>FX168</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>FX168财经报社(香港)讯 周日（9月19日），据两位知情人士透露，拜登政府正在与辉瑞公司谈判，再购买5亿剂新冠疫苗以捐赠给其他国家，这将使美国计划捐赠的疫苗数达到11.5亿剂。美国政府与辉瑞谈判的消息出台之际，白宫宣布拜登将在下周的联合国大会会议期间，举办全球大流行峰会，并利用这次峰会来说服其他国家搁置国内需求，转而专心向依赖疫苗捐赠的贫穷国家提供疫苗。拜登的冠状病毒应对协调员杰夫·齐恩茨(...</p>\n\n<a href=\"https://news.fx168.com/politics/2109/5358578.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://news.fx168.com/politics/2109/W020210919558334573317.jpg","relate_stocks":{"PFE":"辉瑞"},"source_url":"https://news.fx168.com/politics/2109/5358578.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2168550312","content_text":"FX168财经报社(香港)讯 周日（9月19日），据两位知情人士透露，拜登政府正在与辉瑞公司谈判，再购买5亿剂新冠疫苗以捐赠给其他国家，这将使美国计划捐赠的疫苗数达到11.5亿剂。美国政府与辉瑞谈判的消息出台之际，白宫宣布拜登将在下周的联合国大会会议期间，举办全球大流行峰会，并利用这次峰会来说服其他国家搁置国内需求，转而专心向依赖疫苗捐赠的贫穷国家提供疫苗。拜登的冠状病毒应对协调员杰夫·齐恩茨(Jeff Zients)拒绝提供谈判的具体细节，只表示如何帮助最需要帮助的国家，将是联合国会议上的“一个重要话题”。白宫官员表示，拜登希望向其他国家传达的信息是，美国不能也不应该单独行动，所有国家都应该兑现现有承诺。与此同时，拜登因计划向已完全接种疫苗的美国人提供加强剂而受到抨击，因为许多贫穷国家的公民甚至还没有接种第一剂疫苗。周五，美国食品和药物管理局(FDA)的一个科学咨询委员会建议，只有年龄在65岁以上，或有严重感染风险的人群，才需要在接种第二剂辉瑞疫苗的至少六个月后注射加强剂。拜登计划在周三召开的峰会，将是为解决冠状病毒危机所举行的最大规模国家元首会议，白宫官员表示，拜登将为致力于结束新冠大流行的人和团体“提供一个更大的平台”，制药商、慈善家和非政府组织都将被邀请参加峰会。官员们称确切的目标和细节仍在讨论中，但白宫本周早些时候向峰会受邀者发送了一份文件草案，呼吁到明年9月联合国再次召开会议时，全球70%的人口都必须接种疫苗。专家估计，要实现对冠状病毒的广泛全球免疫，需要110亿剂疫苗，美国已经承诺向国外运送超过6亿剂疫苗，并正在努力扩大国内和海外的制造规模。但全球健康专家表示，光有捐赠是不够的，他们希望拜登能在许多其他国家建立制造中心，并敦促疫苗制造商分享他们的技术。\n\n\n\n\n\n\n                                                    拜登\n                                                \n\n\n\n                                                    美国\n                                                \n\n\n\n                                                    新冠肺炎\n                                                \n\n\n\n\n\n分享","news_type":1},"isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887047114,"gmtCreate":1631950465938,"gmtModify":1676530676947,"author":{"id":"3577331412124275","authorId":"3577331412124275","authorIdStr":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577331412124275"},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/887047114","repostId":"2168754240","repostType":2,"repost":{"id":"2168754240","pubTimestamp":1631829342,"share":"https://ttm.financial/m/news/2168754240?lang=&edition=fundamental","pubTime":"2021-09-17 05:55","market":"us","language":"en","title":"Here is where ChargePoint (NYSE:CHPT) is Expanding and How Long it can Sustain Expenses","url":"https://stock-news.laohu8.com/highlight/detail?id=2168754240","media":"Simply Wall St.","summary":"This article was originally published on Simply Wall St News\nAs many investors know, ChargePoint Hol","content":"<html><body><p><em>This article was originally published on Simply Wall St News</em></p>\n<p>As many investors know, <strong>ChargePoint Holdings</strong> (NYSE:CHPT) markets networked <strong>electric vehicle (“EV”) charging system infrastructure</strong> (“Networked Charging Systems”) and cloud-based services which connect customers to the charging stations.</p>\n<p>ChargePoint is currently a market leader in North America in commercial Level 2 Alternating Current (“AC”) charging, where it has the largest market share. <strong>The company is also expanding into Europe</strong> with the rationale that a mix between EV usage growth and government incentives that drive down the cost for EV's will provide opportunities for revenue growth.</p>\n<p>Most of the Europe expansion is occurring by way of acquisitions, and ChargePoint is currently integrating 2 companies:</p>\n<ul>\n<li><em>has.to.be gmbh (“has.to.be” or “HTB”) for approximately Euro 250.0 million in cash and Company common stock subject to adjustments. has.to.be is an <strong>Austria-based e-mobility provider</strong> with a European charging software platform.</em></li>\n<li><em>ViriCiti B.V. (“ViriCiti”) for approximately Euro 75.0 million in cash, subject to adjustments. ViriCiti is a Netherlands-based provider of electrification solutions for eBus and commercial fleets.</em></li>\n</ul>\n<p>We will take a quick overview of the current performance of the company, and a deeper dive into the capacity of ChargePoint to finance growth projects, which should yield cash flows for investors. <em>Always keep in mind the end-game when looking at a business, it is their ability to generate cash flows to investors (and lenders), not revenues, not even net income (statutory profits).</em></p>\n<p>From the get-go we have a large red flag, as the company is operating since 2007 and has incurred net operating losses and negative cash flows from operations every year since its inception. Additionally, we looked at the projections, and it is hard to see this company becoming profitable in the next 3 years. None of this is actually bad, it may well be worth the wait, but investors should be aware that they are buying into a company whose market cap, values the present value of cash flows above US$6.6b!</p>\n<p>Les's see how the company stands according to the latest report.</p>\n<p>On the 3rd of September, ChargePoint release its second quarter 2021 earnings. The company reported a mediocre second quarter result with increased losses and weaker control over costs, although revenues improved.</p>\n<p>Second quarter 2022 results:</p>\n<ul>\n<li><em>Revenue: US$56.1m (up 61% from 2Q 2021)</em></li>\n<li><em>Net loss: US$84.9m (loss widened 141% from 2Q 2021)</em></li>\n</ul>\n<p>The revenues are on route and growing. The company even issued an update on guidance, raising revenue expectations to US$235m for the whole Fiscal Year 2021.</p>\n<p>The net loss position is a feature of a developing company, because they have to make massive reinvestments in order to attain the market share needed to turn a profit. Continually investing necessitates a clear path to profitability for the company, as well as a sense of the extent of the profit potential. In other words, management needs to come up with a clear path to when the company will be profitable and by what margin.</p>\n<p><span> <span>View our latest analysis for ChargePoint Holdings</span> </span></p>\n<p>Now that we have a sense of the business performance and what to expect going forward, let's examine ChargePoint's capacity to fund projects before breaking profit.</p>\n<h3><span>How Long Is ChargePoint Holdings' Cash Runway?</span></h3>\n<p><span>A cash runway is defined as the length of time it would take a company to run out of money if it kept spending at its current rate of cash burn.</span></p>\n<p><span>In July 2021, <strong>ChargePoint Holdings had US$618m in cash</strong>, and was debt-free.</span> <span>Importantly, its cash burn was US$116m over the trailing twelve months.</span> <span>Meaning that it had a <strong>cash runway of about 5.3 years from July 2021.</strong></span><strong> </strong></p>\n<p><span>Depicted below, you can see how its cash holdings have changed over time.</span></p>\n<figure>\n<img src=\"https://s.yimg.com/uu/api/res/1.2/YKh9yxyMuhLiQ2IWhkBfOw--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/simply_wall_st__316/78dfb35e5959e0b675d79cd9809cc82d\"/>\n<figcaption>\n  NYSE:CHPT Debt to Equity History September 16th 2021\n </figcaption>\n</figure>\n<h3>How Well Is ChargePoint Holdings Growing?</h3>\n<p><span>Some investors might find it troubling that ChargePoint Holdings is actually <em>increasing</em> its cash burn, which is up 22% in the last year.</span> <span>The silver lining is that revenue was up 22%, showing the business is growing at the top line.</span></p>\n<p><span>While the past is always worth studying, it is the future that matters most of all.</span> <span>For that reason, it makes a lot of sense to take a look at our analyst forecasts for the company.</span></p>\n<h3><span>How Hard Would It Be For ChargePoint Holdings To Raise More Cash For Growth?</span></h3>\n<p><span>While ChargePoint seems to be in a decent position, we reckon it is still worth thinking about how easily it could raise more cash, as companies that are still developing tend to use investor funding.</span></p>\n<p><span>Many companies end up issuing new shares to fund future growth.</span> <span>By looking at a company's cash burn relative to its market capitalization, we gain insight on how much shareholders would be diluted if the company needed to raise enough cash to cover another year's cash burn.</span></p>\n<p><span>ChargePoint Holdings' cash burn of US$116m is about 1.7% of its US$6.6b market capitalization.</span> <span>So it could  easily raise the cash by issuing a few shares.</span></p>\n<h3><span>Key Takeaways</span></h3>\n<p>ChargePoint is in the initial phases of developing its business model since it became a publicly traded company. Growth is well under way, but the company is far from profitable, and it is hard to estimate what the profit margins will look like when the company grows. This adds on to the risk of investing, since investors are speculating on what the cash flows are going to look like 10 or more years from now.</p>\n<p>The company is heavily investing into projects and is also moving into Europe, currently by way of acquisitions. The capacity for investing based on the current cash and expenditures is some good 5.3 years. Investors would note, that at present market valuation the company can easily raise additional capital by issuing additional shares and with that, extend the cash runway for developing the business.</p>\n<p><span>It's important for readers to be cognizant of the risks that can affect the company's operations, and we've picked out <strong>3 warning signs for ChargePoint Holdings</strong> that investors should know when investing in the stock.</span></p>\n<p><span>Of course <strong>ChargePoint Holdings may not be the best stock to buy</strong>. So you may wish to see this <strong>free</strong> collection of companies boasting high return on equity, or this list of stocks that insiders are buying.</span></p>\n<p><i>Simply Wall St analyst Goran Damchevski and Simply Wall St have no position in any of the companies mentioned. This article is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.</i></p>\n<p><strong>Have feedback on this article? Concerned about the content? Get in touch with us directly.</strong><em> Alternatively, email editorial-team@simplywallst.com</em></p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here is where ChargePoint (NYSE:CHPT) is Expanding and How Long it can Sustain Expenses</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\">\nHere is where ChargePoint (NYSE:CHPT) is Expanding and How Long it can Sustain Expenses\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-17 05:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/where-chargepoint-nyse-chpt-expanding-215542802.html><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This article was originally published on Simply Wall St News\nAs many investors know, ChargePoint Holdings (NYSE:CHPT) markets networked electric vehicle (“EV”) charging system infrastructure (“...</p>\n\n<a href=\"https://finance.yahoo.com/news/where-chargepoint-nyse-chpt-expanding-215542802.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/Bcu5LYtfzP5eCpZp1OC98Q--~B/aD00MzI7dz0xMTk0O2FwcGlkPXl0YWNoeW9u/https://s.yimg.com/uu/api/res/1.2/pqyYOHxaWH.8u18Gy5gkHQ--~B/aD00MzI7dz0xMTk0O2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/simply_wall_st__316/6ab18196d6ec761f9ba75009bcc254c6","relate_stocks":{"CHPT":"ChargePoint Holdings Inc."},"source_url":"https://finance.yahoo.com/news/where-chargepoint-nyse-chpt-expanding-215542802.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2168754240","content_text":"This article was originally published on Simply Wall St News\nAs many investors know, ChargePoint Holdings (NYSE:CHPT) markets networked electric vehicle (“EV”) charging system infrastructure (“Networked Charging Systems”) and cloud-based services which connect customers to the charging stations.\nChargePoint is currently a market leader in North America in commercial Level 2 Alternating Current (“AC”) charging, where it has the largest market share. The company is also expanding into Europe with the rationale that a mix between EV usage growth and government incentives that drive down the cost for EV's will provide opportunities for revenue growth.\nMost of the Europe expansion is occurring by way of acquisitions, and ChargePoint is currently integrating 2 companies:\n\nhas.to.be gmbh (“has.to.be” or “HTB”) for approximately Euro 250.0 million in cash and Company common stock subject to adjustments. has.to.be is an Austria-based e-mobility provider with a European charging software platform.\nViriCiti B.V. (“ViriCiti”) for approximately Euro 75.0 million in cash, subject to adjustments. ViriCiti is a Netherlands-based provider of electrification solutions for eBus and commercial fleets.\n\nWe will take a quick overview of the current performance of the company, and a deeper dive into the capacity of ChargePoint to finance growth projects, which should yield cash flows for investors. Always keep in mind the end-game when looking at a business, it is their ability to generate cash flows to investors (and lenders), not revenues, not even net income (statutory profits).\nFrom the get-go we have a large red flag, as the company is operating since 2007 and has incurred net operating losses and negative cash flows from operations every year since its inception. Additionally, we looked at the projections, and it is hard to see this company becoming profitable in the next 3 years. None of this is actually bad, it may well be worth the wait, but investors should be aware that they are buying into a company whose market cap, values the present value of cash flows above US$6.6b!\nLes's see how the company stands according to the latest report.\nOn the 3rd of September, ChargePoint release its second quarter 2021 earnings. The company reported a mediocre second quarter result with increased losses and weaker control over costs, although revenues improved.\nSecond quarter 2022 results:\n\nRevenue: US$56.1m (up 61% from 2Q 2021)\nNet loss: US$84.9m (loss widened 141% from 2Q 2021)\n\nThe revenues are on route and growing. The company even issued an update on guidance, raising revenue expectations to US$235m for the whole Fiscal Year 2021.\nThe net loss position is a feature of a developing company, because they have to make massive reinvestments in order to attain the market share needed to turn a profit. Continually investing necessitates a clear path to profitability for the company, as well as a sense of the extent of the profit potential. In other words, management needs to come up with a clear path to when the company will be profitable and by what margin.\n View our latest analysis for ChargePoint Holdings \nNow that we have a sense of the business performance and what to expect going forward, let's examine ChargePoint's capacity to fund projects before breaking profit.\nHow Long Is ChargePoint Holdings' Cash Runway?\nA cash runway is defined as the length of time it would take a company to run out of money if it kept spending at its current rate of cash burn.\nIn July 2021, ChargePoint Holdings had US$618m in cash, and was debt-free. Importantly, its cash burn was US$116m over the trailing twelve months. Meaning that it had a cash runway of about 5.3 years from July 2021. \nDepicted below, you can see how its cash holdings have changed over time.\n\n\n\n  NYSE:CHPT Debt to Equity History September 16th 2021\n \n\nHow Well Is ChargePoint Holdings Growing?\nSome investors might find it troubling that ChargePoint Holdings is actually increasing its cash burn, which is up 22% in the last year. The silver lining is that revenue was up 22%, showing the business is growing at the top line.\nWhile the past is always worth studying, it is the future that matters most of all. For that reason, it makes a lot of sense to take a look at our analyst forecasts for the company.\nHow Hard Would It Be For ChargePoint Holdings To Raise More Cash For Growth?\nWhile ChargePoint seems to be in a decent position, we reckon it is still worth thinking about how easily it could raise more cash, as companies that are still developing tend to use investor funding.\nMany companies end up issuing new shares to fund future growth. By looking at a company's cash burn relative to its market capitalization, we gain insight on how much shareholders would be diluted if the company needed to raise enough cash to cover another year's cash burn.\nChargePoint Holdings' cash burn of US$116m is about 1.7% of its US$6.6b market capitalization. So it could  easily raise the cash by issuing a few shares.\nKey Takeaways\nChargePoint is in the initial phases of developing its business model since it became a publicly traded company. Growth is well under way, but the company is far from profitable, and it is hard to estimate what the profit margins will look like when the company grows. This adds on to the risk of investing, since investors are speculating on what the cash flows are going to look like 10 or more years from now.\nThe company is heavily investing into projects and is also moving into Europe, currently by way of acquisitions. The capacity for investing based on the current cash and expenditures is some good 5.3 years. Investors would note, that at present market valuation the company can easily raise additional capital by issuing additional shares and with that, extend the cash runway for developing the business.\nIt's important for readers to be cognizant of the risks that can affect the company's operations, and we've picked out 3 warning signs for ChargePoint Holdings that investors should know when investing in the stock.\nOf course ChargePoint Holdings may not be the best stock to buy. So you may wish to see this free collection of companies boasting high return on equity, or this list of stocks that insiders are buying.\nSimply Wall St analyst Goran Damchevski and Simply Wall St have no position in any of the companies mentioned. This article is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\nHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","news_type":1},"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887041791,"gmtCreate":1631949446713,"gmtModify":1676530676748,"author":{"id":"3577331412124275","authorId":"3577331412124275","authorIdStr":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577331412124275"},"themes":[],"htmlText":"Sharing which I think is current situation","listText":"Sharing which I think is current situation","text":"Sharing which I think is current situation","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/887041791","repostId":"1171558890","repostType":4,"repost":{"id":"1171558890","pubTimestamp":1631921912,"share":"https://ttm.financial/m/news/1171558890?lang=&edition=fundamental","pubTime":"2021-09-18 07:38","market":"us","language":"en","title":"US IPO Week Ahead: Software, consumer products, and payment tech lead a diverse 14 IPO week","url":"https://stock-news.laohu8.com/highlight/detail?id=1171558890","media":"renaissancecap...","summary":"Summer may be over, but the IPO market is just heating up as 14 IPOs are slated to raise $5.3 billio","content":"<p>Summer may be over, but the IPO market is just heating up as 14 IPOs are slated to raise $5.3 billion in the week ahead. The diverse group includes software, consumer products, payment technology, and more.</p>\n<p>The largest deal of the week,<b>Freshworks</b>(FRSH) plans to raise $855 million at a $9.6 billion market cap. The company’s core product is its customer support software, and it also offers IT service management software and a nascent competitor to CRM solutions. While losses are expected to increase with S&amp;M spending, Freshworks has delivered solid growth and 100%+ net dollar-based revenue retention as of 6/30/21.</p>\n<p>Canadian consumer products company&nbsp;<b>Knowlton Development</b>(KDC) plans to raise $800 million at a $3.1 billion market cap. Over the past three years, Knowlton has been responsible for co-developing 9,000+ products across a variety of categories, and its products are sold by its brand partners in 70+ countries. Despite using offering proceeds to pay down debt, Knowlton will be leveraged post-IPO.</p>\n<p>Restaurant payment processor&nbsp;<b>Toast</b>(TOST) plans to raise $685 million at a $17.9 billion market cap. Toast provides a suite of integrated payment and software solutions that are designed to streamline restaurant operations. The company grew ARR over 100% in the 1H21, though it has historically been unprofitable, and growth could slow as tailwinds from restaurants reopening abate.</p>\n<p>Global money transfer firm&nbsp;<b>Remitly Global</b>(RELY) plans to raise $487 million at a $7.5 billion market cap. Remitly provides digital financial services for immigrants and their families in over 135 countries, and it has expanded its core cross-border remittance product to over 1,700 corridors worldwide. The company has demonstrated growth and margin improvement, though it remains unprofitable.</p>\n<p>Software firm&nbsp;<b>Clearwater Analytics</b>(CWAN) plans to raise $450 million at a $3.7 billion market cap. Clearwater provides its 1,000+ clients with cloud-native software that allows them to simplify their investment accounting operations, and the company has a 100% recurring revenue model. A new investor and certain existing shareholders intend to purchase $150 million worth of shares in the IPO.</p>\n<p>Food company&nbsp;<b>Sovos Brands</b>(SOVO) plans to raise $350 million at a $1.5 billion market cap. Formed by Advent International, Sovos Brands offers a select group of acquired premium food brands. According to the company, its largest brand of products, Rao's, included the #1 selling SKU in the pasta and pizza sauce category. Profitable with solid growth, Sovos will be leveraged post-IPO.</p>\n<p>Customer engagement software provider&nbsp;<b>EngageSmart</b>(ESMT) plans to raise $349 million at a $4.1 billion market cap. The company provides software that simplifies online workflows like paperless billing, electronic payment processing, scheduling, and client communication. While growth may slow post-pandemic, EngageSmart has a sticky customer based and a long track record of profitability.</p>\n<p>Hiring solutions provider&nbsp;<b>Sterling Check</b>(STER) plans to raise $300 million at a $2.1 billion market cap. Sterling is one of the leading US providers of background checks for corporate and government customers. The company serves more than 50% of the Fortune 100, often with exclusive contracts, though it operates in a highly competitive market.</p>\n<p>Jewelry retailer&nbsp;<b>Brilliant Earth Group</b>(BRLT) plans to raise $250 million at a $1.4 billion. Brilliant Earth is a digital-first jewelry company and a global leader in ethically sourced fine jewelry. The company has sold to consumers in all US states and over 50 countries, and has served over 370,000 customers through its e-commerce platform and 13 showrooms.</p>\n<p>Online fashion platform&nbsp;<b>a.k.a. Brands</b>(AKA) plans to raise $250 million at a $2.3 billion market cap. a.k.a. acquires digitally-focused fashion brands oriented toward millennial and Gen Z consumers, starting with its acquisition of Princess Polly in 2018. The company has successfully expanded Princess Polly and has a long runway to grow its brands in the US, but its M&amp;A strategy carries execution risk.</p>\n<p>COVID-19 test maker&nbsp;<b>Cue Health</b>(HLTH) plans to raise $200 million at a $2.4 billion market cap. Cue’s first commercially available diagnostic test for use with its Cue Health Monitoring System is its COVID-19 Test Kit, which has been authorized by two EUAs. Cue has five additional Test Kits in late-stage technical development, for which it expects to begin seeking FDA authorization or clearance in the 2H22.</p>\n<p>London-listed crypto mining company&nbsp;<b>Argo Blockchain</b>(ARBK) plans to raise $138 million at an $855 million market cap. Argo states that it is a leading blockchain technology company focused on large-scale mining of Bitcoin and other cryptocurrencies. Argo has a fleet of more than 21,000 purpose-built computers (mining machines) and can generate more than 1,075 petahash per second.</p>\n<p>Personalized supplements seller&nbsp;<b>Thorne Healthtech</b>(THRN) plans to raise $126 million at an $892 million market cap. The company’s vertically integrated brands, Thorne and Onegevity, provide actionable insights and personalized data, products, and services. Profitable with strong growth, Thorne has a base of more than 3 million customers.</p>\n<p>Canadian bank&nbsp;<b>VersaBank</b>(VBNK) plans to raise $50 million at a $269 million market cap. VersaBank is a Canadian Schedule I chartered bank and states that it is one of the world's first fully digital financial institutions. As of July 31, 2021, VersaBank had $1.8 billion in assets, $1.6 billion in loans, $1.5 billion in deposits, and $202 million in stockholders' equity.</p>","source":"lsy1619493174116","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>US IPO Week Ahead: Software, consumer products, and payment tech lead a diverse 14 IPO week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: Software, consumer products, and payment tech lead a diverse 14 IPO week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-18 07:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/86272/US-IPO-Week-Ahead-Software-consumer-products-and-payment-tech-lead-a-divers><strong>renaissancecap...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summer may be over, but the IPO market is just heating up as 14 IPOs are slated to raise $5.3 billion in the week ahead. The diverse group includes software, consumer products, payment technology, and...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/86272/US-IPO-Week-Ahead-Software-consumer-products-and-payment-tech-lead-a-divers\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOVO":"Sovos Brands, Inc.","TOST":"Toast, Inc.","STER":"Sterling Check Corp.","AKA":"a.k.a. Brands Holding Corp.","ARBK":"Argo Blockchain Plc","RELY":"Remitly Global, Inc.","BRLT":"Brilliant Earth Group, Inc.","CWAN":"Clearwater Analytics Holdings, Inc.","ESMT":"EngageSmart Inc.","FRSH":"Freshworks","HLTH":"Cue Health Inc.","THRN":"Thorne Healthtech"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/86272/US-IPO-Week-Ahead-Software-consumer-products-and-payment-tech-lead-a-divers","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171558890","content_text":"Summer may be over, but the IPO market is just heating up as 14 IPOs are slated to raise $5.3 billion in the week ahead. The diverse group includes software, consumer products, payment technology, and more.\nThe largest deal of the week,Freshworks(FRSH) plans to raise $855 million at a $9.6 billion market cap. The company’s core product is its customer support software, and it also offers IT service management software and a nascent competitor to CRM solutions. While losses are expected to increase with S&M spending, Freshworks has delivered solid growth and 100%+ net dollar-based revenue retention as of 6/30/21.\nCanadian consumer products company Knowlton Development(KDC) plans to raise $800 million at a $3.1 billion market cap. Over the past three years, Knowlton has been responsible for co-developing 9,000+ products across a variety of categories, and its products are sold by its brand partners in 70+ countries. Despite using offering proceeds to pay down debt, Knowlton will be leveraged post-IPO.\nRestaurant payment processor Toast(TOST) plans to raise $685 million at a $17.9 billion market cap. Toast provides a suite of integrated payment and software solutions that are designed to streamline restaurant operations. The company grew ARR over 100% in the 1H21, though it has historically been unprofitable, and growth could slow as tailwinds from restaurants reopening abate.\nGlobal money transfer firm Remitly Global(RELY) plans to raise $487 million at a $7.5 billion market cap. Remitly provides digital financial services for immigrants and their families in over 135 countries, and it has expanded its core cross-border remittance product to over 1,700 corridors worldwide. The company has demonstrated growth and margin improvement, though it remains unprofitable.\nSoftware firm Clearwater Analytics(CWAN) plans to raise $450 million at a $3.7 billion market cap. Clearwater provides its 1,000+ clients with cloud-native software that allows them to simplify their investment accounting operations, and the company has a 100% recurring revenue model. A new investor and certain existing shareholders intend to purchase $150 million worth of shares in the IPO.\nFood company Sovos Brands(SOVO) plans to raise $350 million at a $1.5 billion market cap. Formed by Advent International, Sovos Brands offers a select group of acquired premium food brands. According to the company, its largest brand of products, Rao's, included the #1 selling SKU in the pasta and pizza sauce category. Profitable with solid growth, Sovos will be leveraged post-IPO.\nCustomer engagement software provider EngageSmart(ESMT) plans to raise $349 million at a $4.1 billion market cap. The company provides software that simplifies online workflows like paperless billing, electronic payment processing, scheduling, and client communication. While growth may slow post-pandemic, EngageSmart has a sticky customer based and a long track record of profitability.\nHiring solutions provider Sterling Check(STER) plans to raise $300 million at a $2.1 billion market cap. Sterling is one of the leading US providers of background checks for corporate and government customers. The company serves more than 50% of the Fortune 100, often with exclusive contracts, though it operates in a highly competitive market.\nJewelry retailer Brilliant Earth Group(BRLT) plans to raise $250 million at a $1.4 billion. Brilliant Earth is a digital-first jewelry company and a global leader in ethically sourced fine jewelry. The company has sold to consumers in all US states and over 50 countries, and has served over 370,000 customers through its e-commerce platform and 13 showrooms.\nOnline fashion platform a.k.a. Brands(AKA) plans to raise $250 million at a $2.3 billion market cap. a.k.a. acquires digitally-focused fashion brands oriented toward millennial and Gen Z consumers, starting with its acquisition of Princess Polly in 2018. The company has successfully expanded Princess Polly and has a long runway to grow its brands in the US, but its M&A strategy carries execution risk.\nCOVID-19 test maker Cue Health(HLTH) plans to raise $200 million at a $2.4 billion market cap. Cue’s first commercially available diagnostic test for use with its Cue Health Monitoring System is its COVID-19 Test Kit, which has been authorized by two EUAs. Cue has five additional Test Kits in late-stage technical development, for which it expects to begin seeking FDA authorization or clearance in the 2H22.\nLondon-listed crypto mining company Argo Blockchain(ARBK) plans to raise $138 million at an $855 million market cap. Argo states that it is a leading blockchain technology company focused on large-scale mining of Bitcoin and other cryptocurrencies. Argo has a fleet of more than 21,000 purpose-built computers (mining machines) and can generate more than 1,075 petahash per second.\nPersonalized supplements seller Thorne Healthtech(THRN) plans to raise $126 million at an $892 million market cap. The company’s vertically integrated brands, Thorne and Onegevity, provide actionable insights and personalized data, products, and services. Profitable with strong growth, Thorne has a base of more than 3 million customers.\nCanadian bank VersaBank(VBNK) plans to raise $50 million at a $269 million market cap. VersaBank is a Canadian Schedule I chartered bank and states that it is one of the world's first fully digital financial institutions. As of July 31, 2021, VersaBank had $1.8 billion in assets, $1.6 billion in loans, $1.5 billion in deposits, and $202 million in stockholders' equity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885146695,"gmtCreate":1631770034817,"gmtModify":1676530631134,"author":{"id":"3577331412124275","authorId":"3577331412124275","authorIdStr":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577331412124275"},"themes":[],"htmlText":"Not a good sign","listText":"Not a good sign","text":"Not a good sign","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/885146695","repostId":"2167515918","repostType":2,"repost":{"id":"2167515918","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1631762280,"share":"https://ttm.financial/m/news/2167515918?lang=&edition=fundamental","pubTime":"2021-09-16 11:18","market":"hk","language":"en","title":"In addition to bitcoin, AMC will soon accept other cryptocurrencies for purchases","url":"https://stock-news.laohu8.com/highlight/detail?id=2167515918","media":"Dow Jones","summary":"MW In addition to bitcoin, AMC will soon accept other cryptocurrencies for purchases\n\n\n  By Mike Mur","content":"<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW In addition to bitcoin, AMC will soon accept other cryptocurrencies for purchases\n</p>\n<p>\n  By Mike Murphy \n</p>\n<p>\n  CEO says Ethereum, Litecoin, Bitcoin Cash will also be accepted for ticket and concession purchases by year's end \n</p>\n<p>\n  AMC on Wednesday expanded the range of cryptocurrencies it soon plans to accept for movie-ticket and concession purchases. \n</p>\n<p>\n  In its second-quarter earnings report in August, AMC Entertainment Holdings Inc. <a href=\"https://laohu8.com/S/AMC\">$(AMC)$</a>, the nation's largest movie-theater chain, announced it would accept bitcoin  for online ticket and concession purchases before the end of this year. In a tweet Wednesday, AMC Chief Executive Adam Aron said Ethereum , Litecoin  and Bitcoin Cash  will also be accepted. \n</p>\n<p>\n  During the August earnings call, Aron said AMC will also accept payments through Apple Inc.'s <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> Apple Pay and Alphabet's <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>(GOOGL) Google Pay by year's end. \n</p>\n<p>\n  A growing number of companies are accepting bitcoin and other cryptocurrencies as payment, including <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings Inc. (PYPL) and Square Inc. <a href=\"https://laohu8.com/S/SQ\">$(SQ)$</a>. Earlier this year, Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> made a splash after announcing it would accept bitcoin for payments, then halted those plans in May after CEO Elon Musk raised concerns about crypto mining's effects on global energy usage. \n</p>\n<p>\n  AMC shares are up an astounding 2,100% year to date, thanks to the meme-stock frenzy earlier this year, though they have slumped 15% over the past three months. \n</p>\n<p>\n  -Mike Murphy \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  September 15, 2021 23:18 ET (03:18 GMT)\n</p>\n<p>\n  Copyright (c) 2021 Dow Jones &amp; Company, Inc.\n</p>\n</font></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>In addition to bitcoin, AMC will soon accept other cryptocurrencies for purchases</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\">\nIn addition to bitcoin, AMC will soon accept other cryptocurrencies for purchases\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-09-16 11:18</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW In addition to bitcoin, AMC will soon accept other cryptocurrencies for purchases\n</p>\n<p>\n  By Mike Murphy \n</p>\n<p>\n  CEO says Ethereum, Litecoin, Bitcoin Cash will also be accepted for ticket and concession purchases by year's end \n</p>\n<p>\n  AMC on Wednesday expanded the range of cryptocurrencies it soon plans to accept for movie-ticket and concession purchases. \n</p>\n<p>\n  In its second-quarter earnings report in August, AMC Entertainment Holdings Inc. <a href=\"https://laohu8.com/S/AMC\">$(AMC)$</a>, the nation's largest movie-theater chain, announced it would accept bitcoin  for online ticket and concession purchases before the end of this year. In a tweet Wednesday, AMC Chief Executive Adam Aron said Ethereum , Litecoin  and Bitcoin Cash  will also be accepted. \n</p>\n<p>\n  During the August earnings call, Aron said AMC will also accept payments through Apple Inc.'s <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> Apple Pay and Alphabet's <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>(GOOGL) Google Pay by year's end. \n</p>\n<p>\n  A growing number of companies are accepting bitcoin and other cryptocurrencies as payment, including <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings Inc. (PYPL) and Square Inc. <a href=\"https://laohu8.com/S/SQ\">$(SQ)$</a>. Earlier this year, Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> made a splash after announcing it would accept bitcoin for payments, then halted those plans in May after CEO Elon Musk raised concerns about crypto mining's effects on global energy usage. \n</p>\n<p>\n  AMC shares are up an astounding 2,100% year to date, thanks to the meme-stock frenzy earlier this year, though they have slumped 15% over the past three months. \n</p>\n<p>\n  -Mike Murphy \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  September 15, 2021 23:18 ET (03:18 GMT)\n</p>\n<p>\n  Copyright (c) 2021 Dow Jones &amp; Company, Inc.\n</p>\n</font></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","CRCT":"Cricut, Inc.","AMC":"AMC院线","TERN":"Terns Pharmaceuticals, Inc."},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2167515918","content_text":"MW In addition to bitcoin, AMC will soon accept other cryptocurrencies for purchases\n\n\n  By Mike Murphy \n\n\n  CEO says Ethereum, Litecoin, Bitcoin Cash will also be accepted for ticket and concession purchases by year's end \n\n\n  AMC on Wednesday expanded the range of cryptocurrencies it soon plans to accept for movie-ticket and concession purchases. \n\n\n  In its second-quarter earnings report in August, AMC Entertainment Holdings Inc. $(AMC)$, the nation's largest movie-theater chain, announced it would accept bitcoin  for online ticket and concession purchases before the end of this year. In a tweet Wednesday, AMC Chief Executive Adam Aron said Ethereum , Litecoin  and Bitcoin Cash  will also be accepted. \n\n\n  During the August earnings call, Aron said AMC will also accept payments through Apple Inc.'s $(AAPL)$ Apple Pay and Alphabet's $(GOOGL)$(GOOGL) Google Pay by year's end. \n\n\n  A growing number of companies are accepting bitcoin and other cryptocurrencies as payment, including PayPal Holdings Inc. (PYPL) and Square Inc. $(SQ)$. Earlier this year, Tesla Inc. $(TSLA)$ made a splash after announcing it would accept bitcoin for payments, then halted those plans in May after CEO Elon Musk raised concerns about crypto mining's effects on global energy usage. \n\n\n  AMC shares are up an astounding 2,100% year to date, thanks to the meme-stock frenzy earlier this year, though they have slumped 15% over the past three months. \n\n\n  -Mike Murphy \n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n  September 15, 2021 23:18 ET (03:18 GMT)\n\n\n  Copyright (c) 2021 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886672547,"gmtCreate":1631590128089,"gmtModify":1676530584096,"author":{"id":"3577331412124275","authorId":"3577331412124275","authorIdStr":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577331412124275"},"themes":[],"htmlText":"I'm expecting&nbsp;","listText":"I'm expecting&nbsp;","text":"I'm expecting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/886672547","repostId":"2167536095","repostType":2,"repost":{"id":"2167536095","pubTimestamp":1631589556,"share":"https://ttm.financial/m/news/2167536095?lang=&edition=fundamental","pubTime":"2021-09-14 11:19","market":"us","language":"zh","title":"无人期待苹果新手机","url":"https://stock-news.laohu8.com/highlight/detail?id=2167536095","media":"道总有理","summary":"明天苹果秋季发布会就要召开了。\n如果是在数年之前，此时此刻，社交平台上隐藏着的科技迷们应该已经开始激动地搓手跺脚了。从去年iPhone 12发布被人无比嫌弃之后，果粉圈里有关“十三香”的段子就从来没有","content":"<p><img src=\"https://static.tigerbbs.com/63699741fcb66cba960dc652be1322c8\" tg-width=\"800\" tg-height=\"450\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>明天<a href=\"https://laohu8.com/S/AAPL\">苹果</a>秋季发布会就要召开了。</p>\n<p>如果是在数年之前，此时此刻，社交平台上隐藏着的科技迷们应该已经开始激动地搓手跺脚了。从去年iPhone 12发布被人无比嫌弃之后，果粉圈里有关“十三香”的段子就从来没有消停过。</p>\n<p>就像是开一个等了很久的盲盒，伴随着网络上各种各样的猜想与曝光，终于距离真正狂欢没剩几天了。不管消费者什么态度，反正苹果是准备一雪前耻了。据悉，因为苹果对“十三阿哥”寄予厚望，就连国内众多电子制造大厂也跟着兴奋起来。</p>\n<p>有媒体报道，从6月中旬开始，富士康每天新入职的员工超过一万人，流水线工人的基本工资一度从6000涨至12000元；鸿海与蓝思也在今年几次提高员工奖金，流水线工人的工资也高达10000元。</p>\n<p>兴奋似乎是应该的，纵观整个科技圈，果粉的疯狂有目共睹。曾经iPhone 4S、iPhone 5、iPhone 6等几代机型推出之际，大量用户都在苹果线下的Apple Store里疯狂排队的景象还历历在目，北京的三里屯、上海的南<a href=\"https://laohu8.com/S/JD\">京东</a>路无一辛免。</p>\n<p>可是现在，苹果的盛况已成过往。眼看发布时间近在咫尺，社交网络上却是一场吐槽大会，诸如“没什么新鲜的东西了”、“苹果现在就处理器值得购买，其它还不如现在的安卓机。”、“年年猜刘海年年猜不对”此类的评论随处可见。</p>\n<p>十三到底香不香尚未不得而知，但消费者明显冷静得让苹果“瑟瑟发抖”。</p>\n<h2>一面无人期待一面恩宠不减</h2>\n<p>“What happened to you？”估计这是果粉最想对苹果说的一句话。到底还有没有人期待苹果手机，这是一个谁也没有资格妄加揣测的问题，但是从现实情况来讲，这几年苹果的确有些卖不动了。</p>\n<p>早在2016年，苹果就发布了十三年以来最难看的一份财报，尤其是库克苦心孤诣周旋的大中华区，当年苹果在大中华区第二财季营业收入为124.8亿美元，同比下滑26%，环比下滑32%；总营收为505.57亿美元，比去年同期下滑13%。随后几年，再无巅峰。</p>\n<p>最可叹英雄迟暮，这个劲爆的消息一度让苹果霸占了各大科技新闻的头条，因为彼时苹果手机的销量就略显惫态，财报数据显示，2016年苹果第二财季，共售出5119万部iPhone，比年同期的6117万部下滑32%；iPhone的营收为328.57亿美元，比去年同期的40.282亿美元下滑18%。</p>\n<p>这不是偶然现象，至少接下来的几年里，苹果的表现也没有很争气。2018年第三季度，苹果在中国的智能手机市场的份额从2017年10%下降到9%，整体出货量更是下降了17%。2019年前4个月里，iPhone在中国市场的销量同比平均大幅下滑了66％。</p>\n<p>然而，值得一提的是，不止中国市场，这几年苹果就像是中了一个魔咒，曾经的神话正在全球范围内褪色。根据Canalys发布的最新市场调研数据显示：2019年第一季度iPhone在北美市场的销量为1460万台，相较去年同期的1790万台跌幅高达19%。</p>\n<p>过了这么多年，苹果新机几乎从未缺席，但能打的却依旧是以前的老款，多少次，苹果想要凭借新机挽回一些巨头的尊严，现实都比想象中更加残酷。以2018年被苹果视为“救命稻草”的iPhone XR为例。</p>\n<p>苹果有多重视iPhone XR？在iPhone XR上市的时候以旧换新的活动相比去年同期增长了将近50%，旧手机最多可以抵2000多元。可就在价格力度这么大的前提下，iPhone XR还是很惨淡，整个11月份在国内的销量不到60万台，远远低于去年的iPhone 8系列，甚至影响掉了苹果的股价。</p>\n<p>新手机卖不动，但老款的人气持续居高不下。根据闲鱼平台发布的数据显示，保值率最高的10款手机中，前三名都是iPhone，其中，2017年发布的iPhoneX保值率73%；iPhone 8 Plus是61%；iPhone 8 62%。</p>\n<p><img src=\"https://static.tigerbbs.com/5596a17e651f5d64a550c8c6f45ce424\" tg-width=\"865\" tg-height=\"477\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>尤其是iPhone 8，即便是已经过了好几年，iPhone 8的热度丝毫不输任何一款新机。此前苏宁宣布iPhone降价，单天iPhone8 系列销售增长460%。在过半人口用着 iPhone 的美国，41% 还是 iPhone 6s 或者更老的机型。事实上，苹果的新机比不过经典老款是有目共睹的。</p>\n<p>一个很明显的现象是，苹果手机用户的换机频率远低于安卓手机。另一方面，回忆自乔布斯逝世后的历年iPhone发布会，不难发现一个魔咒似的舆论规律：发布会后的产品总会被许多人吐槽苹果没有了创新。</p>\n<p>诸如万年不变的5V1A；经年不变的小容量电池；逐渐“落后”的手机拍照；与乔布斯美学相悖的手机设计都引起了大量忠实果粉的不满。即将发布的iPhone13也被诟病为“科技以换壳为主”，“用颜色来区分上一代”。</p>\n<p>但苹果真的失去创新能力了吗？其实也不尽然。根据苹果公司此前公开的招聘数据来看，7000多个公开招聘表中，硬件工程招聘岗位占比 34%，软件工程招聘岗位占比 28%，两者的招聘占比超过整体岗位数量的6成。</p>\n<p>只是不管怎么说，外部激流变化的科技环境已经将消费者养得越来越挑剔，越来越刁钻，苹果头顶的科技光环正在慢慢变淡。</p>\n<h2>果粉的情怀不值钱了？</h2>\n<p>在以往的科技圈，任何一个质疑苹果的问题在果粉的眼里就是无理取闹的存在，MobData研究院发布的2018年第三季度数据报告看，果粉忠诚度高居首位。他们打心眼里崇拜乔布斯，这也不是没有理由，谁都无法否然苹果在科技领域的地位。</p>\n<p>但如今，曾经矢志不渝的果粉似乎有些动摇了。从2018年苹果发布iPhone XS时，尴尬的刘海屏就成了一众果粉脱粉的最佳理由。有数据显示，早在2018年，就不断有苹果的拥趸者“流失”，尤其是国产手机大幅度崛起。</p>\n<p>调查统计，有5.2%的男性苹果爱好者与10.4%的女性苹果爱好者由苹果转向了华为，而也有4.8%的男性苹果爱好者与8%的女性苹果爱好者被OPPO吸引。果粉的忠诚度在日渐下降。据QuestMobile数据，截至2019年6份，在中国市场，华米OV的市场份额已经扩大到了65.7%。</p>\n<p>具体来看会更加直观，2019年，由iOS换至iOS的用户占比为54%，2018年同期是6.8%。反观安卓，iOS换至安卓的用户占比为46%，2018年同期是43.2%，其中有27.8%的iOS用户转向了华为。</p>\n<p>另一方面，安卓换至iOS的用户占比为18.9%，2018年同期是21.2%；安卓换至安卓的用户占比为81.1%，去年同期为78.8%，此消彼长的背后，苹果尴尬的处境一览无余。有意思的是，虽说很多忠实果粉渐渐对苹果变得失望，但也不乏对苹果开始感兴趣的“新果粉”。</p>\n<p>比如消费话语权不可小觑的Z时代年轻人。2019年的iPhone11可以说是被吐槽的最严重的一款新机，除了不支持5G之外，老果粉简直把11骂了一个狗血淋头。可骂归骂，魔幻的是，iPhone11系列在京东的预售期间，预售总量相比去年增长了惊人的480%。</p>\n<p>销量与评价的极大反差一度令人费解，然而细究下来，这其中是果粉群体在悄然发生变化。据悉，iPhone11成交用户里超过9成都是年轻人，30-39岁用户占比为32.44%，而16-19岁用户占比高达59.17%。</p>\n<p>《中国00后互联网学习行为报告》，报告显示，对比苹果与安卓手机的出货量后发现，我国00后苹果手机占有普及率是成人的2倍。</p>\n<p>00后俨然成了新一代苹果的追捧者，<a href=\"https://laohu8.com/S/BIDU\">百度</a>搜索数据显示，近年来00后对iPhone手机的关注度已经超过了90后。尽管在老一代果粉的心里，苹果对新机的创新微不足道，但花里胡哨的颜色创新倒是深受00后喜爱。百度发布的一份关于00后智能手机及APP使用习惯研究报告显示，00后选购智能机时最为关注的因素是外观。</p>\n<p>今年的iPhone13继续将“颜色游戏”进行到底，赤橙黄绿青蓝紫……年轻人对颜色价值的要求堪比<a href=\"https://laohu8.com/S/605199\">葫芦娃</a>。可惜这届果粉的热情未必会让苹果高枕无忧，我们一贯的意识里会觉得苹果用户是高消费人群，但2018年MobData发布一项调查结果，相比华为与小米等国产手机，苹果用户的经济情况反而没有想象中那么好。</p>\n<p><img src=\"https://static.tigerbbs.com/4c309861b3bb7289ae95d69e8c423dc8\" tg-width=\"1280\" tg-height=\"640\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>特别是没有什么固定收入来源的00后，他们基本还未完全走出校园，还有调查显示，爱好苹果的Z时代其实有47%是分期付款购买的苹果手机。罗振宇就曾在2018年跨年演讲中提到过，现在00后的人均存款是2570元，人均零花钱为500元/月。换句话说，00后的消费能力实际上没有外界宣扬得那么高。</p>\n<p>老一代果粉开始嫌弃苹果了，但新生代的果粉却还没有成为苹果真正的目标客户群。</p>\n<p>另一方面，这届果粉似乎不像上一届前辈那样无限崇拜乔布斯，崇拜苹果文化，是个不折不扣的科技发烧友。00后喜欢苹果手机无非就是冲着品牌带来的消费优越感，有的甚至不知道苹果是哪个国家的品牌。</p>\n<p>00后不懂乔布斯，果粉的情怀延续到如今，肉眼可见的越来越“廉价”。但随着年轻人制霸消费市场，无论他们消费观怎么样，能掏钱的就是上 帝。时至今日，几乎没有不屈服于年轻人的品牌，苹果也不例外。</p>\n<p>Z时代不研究科技，苹果就把自己玩成了“奇迹果果”，各种色号都来一套。00后还没赚钱，京东、苏宁、天猫等各大电商平台就在苹果官方的通知和授权下，纷纷开启了手机降价大潮。果粉变了，苹果也卑微了。</p>\n<h2>苹果失去竞争力了吗？</h2>\n<p>库克是典型的“中国迷”，自从上任以来，库克几乎每年都会来一趟中国之旅。三年前，库克站在黄浦江对岸，拍了一张上海外滩的夜景，并上传到了自己的社交账号，配文是用中文拼音打出了一句“海纳百川”，这一年，库克总共来了中国三趟。</p>\n<p>可惜“海纳百川”在商业世界里就是一个童话，华为、小米、OPPO、VIVO每一家都不给自家市场海纳百川的机会。根据市场调研机构IDC发布的最新手机季度跟踪报告显示，中国智能机整体市场出货量在近几年都出现不同程度的下滑，其中国产供应商华为与OV三家都实现了增长，苹果的出货量却在不断下滑。</p>\n<p>《2018-2019年中国新势能人群App接触行为报告》显示，华为和苹果在受调查人群中的占比为4成，其中华为占据22%，苹果为20%，其次是OV、小米及荣耀。国产手机的强势无疑给海外品牌造成了不可估量的压力。</p>\n<p>不止苹果，据信通院的数据显示，2019年7月份，中国市场销售手机2867.6万部，国产手机品牌销售了2588.7万部、占有市场的份额为90.3%，这意味着苹果和<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>合计占有的市场份额只有9.7%。</p>\n<p>2018年四个季度，苹果的出货量同比下降了20%，国内市场前五大手机厂商，苹果排名倒数第一。抛开国货滤镜不谈，消费者对苹果的态度是一年比一年消极，押不中的刘海屏、被其他品牌不停追赶的拍照摄像技术、没有赶上的5G……每一项都能成为压死果粉的最后一根“稻草”。</p>\n<p>在京东电商平台，苹果iPhone 11的好评度仅94%，主要问题集中在信号差，发烫严重等，而国产手机的好评度，通常在98%左右。值得一提的是，走出中国以外的市场，全球出货量排名第三到第五的手机供应商均为中国企业。</p>\n<p>华为一度以6050万的出货量直逼苹果，同比上涨43.9%，市场占比达16.1%，从市场份额角度来看，华为位居第二；OPPO和小米分列第四第五；小米横扫印度市场。这对苹果而言无疑都是致命的，毕竟手机市场是苹果的命根子，过去四年，苹果有超过 60% 收入来自 iPhone、超过 65% 的毛利来自 iPhone、超过 80% 数字服务收入来自 iPhone。</p>\n<p><img src=\"https://static.tigerbbs.com/a3d5f3ef1779fe74ee7ae78cd50bce62\" tg-width=\"690\" tg-height=\"319\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>一旦真的从手机市场的神坛上走下来，苹果注定要“吐血”，但冷静下来看，苹果真的失去竞争力了？答案未必那么肯定。至少在硬件时代还没有过去之前，苹果该有的地位依旧难以撼动。另外，尽管在公开的销量数据上，苹果的确有所趋弱。</p>\n<p>可最关键的销售额或利润方面，苹果的表现还是亮眼的。2020年iPhone一季度的销售额为289.62亿美元，Counterpoint公布过2019年第三季度的数据，苹果的利润高达80亿美元，占行业66%，几乎是国产手机四大品牌的总和，就连销量长期第一的三星也只有20亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/4debebb00cdc2e17d23a0bcc2ac3769a\" tg-width=\"500\" tg-height=\"270\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>总而言之，属于国产手机的时代确实已经来了，但属于苹果的时代还没有过去。只是，曾经狂热的果粉熬夜派对的盛况，已经越来越少了。</p>","source":"36kr_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>无人期待苹果新手机</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ 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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无人期待苹果新手机\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-14 11:19 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1397711516681347><strong>道总有理</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>明天苹果秋季发布会就要召开了。\n如果是在数年之前，此时此刻，社交平台上隐藏着的科技迷们应该已经开始激动地搓手跺脚了。从去年iPhone 12发布被人无比嫌弃之后，果粉圈里有关“十三香”的段子就从来没有消停过。\n就像是开一个等了很久的盲盒，伴随着网络上各种各样的猜想与曝光，终于距离真正狂欢没剩几天了。不管消费者什么态度，反正苹果是准备一雪前耻了。据悉，因为苹果对“十三阿哥”寄予厚望，就连国内众多电子...</p>\n\n<a href=\"https://36kr.com/p/1397711516681347\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4c309861b3bb7289ae95d69e8c423dc8","relate_stocks":{"AAPL":"苹果"},"source_url":"https://36kr.com/p/1397711516681347","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2167536095","content_text":"明天苹果秋季发布会就要召开了。\n如果是在数年之前，此时此刻，社交平台上隐藏着的科技迷们应该已经开始激动地搓手跺脚了。从去年iPhone 12发布被人无比嫌弃之后，果粉圈里有关“十三香”的段子就从来没有消停过。\n就像是开一个等了很久的盲盒，伴随着网络上各种各样的猜想与曝光，终于距离真正狂欢没剩几天了。不管消费者什么态度，反正苹果是准备一雪前耻了。据悉，因为苹果对“十三阿哥”寄予厚望，就连国内众多电子制造大厂也跟着兴奋起来。\n有媒体报道，从6月中旬开始，富士康每天新入职的员工超过一万人，流水线工人的基本工资一度从6000涨至12000元；鸿海与蓝思也在今年几次提高员工奖金，流水线工人的工资也高达10000元。\n兴奋似乎是应该的，纵观整个科技圈，果粉的疯狂有目共睹。曾经iPhone 4S、iPhone 5、iPhone 6等几代机型推出之际，大量用户都在苹果线下的Apple Store里疯狂排队的景象还历历在目，北京的三里屯、上海的南京东路无一辛免。\n可是现在，苹果的盛况已成过往。眼看发布时间近在咫尺，社交网络上却是一场吐槽大会，诸如“没什么新鲜的东西了”、“苹果现在就处理器值得购买，其它还不如现在的安卓机。”、“年年猜刘海年年猜不对”此类的评论随处可见。\n十三到底香不香尚未不得而知，但消费者明显冷静得让苹果“瑟瑟发抖”。\n一面无人期待一面恩宠不减\n“What happened to you？”估计这是果粉最想对苹果说的一句话。到底还有没有人期待苹果手机，这是一个谁也没有资格妄加揣测的问题，但是从现实情况来讲，这几年苹果的确有些卖不动了。\n早在2016年，苹果就发布了十三年以来最难看的一份财报，尤其是库克苦心孤诣周旋的大中华区，当年苹果在大中华区第二财季营业收入为124.8亿美元，同比下滑26%，环比下滑32%；总营收为505.57亿美元，比去年同期下滑13%。随后几年，再无巅峰。\n最可叹英雄迟暮，这个劲爆的消息一度让苹果霸占了各大科技新闻的头条，因为彼时苹果手机的销量就略显惫态，财报数据显示，2016年苹果第二财季，共售出5119万部iPhone，比年同期的6117万部下滑32%；iPhone的营收为328.57亿美元，比去年同期的40.282亿美元下滑18%。\n这不是偶然现象，至少接下来的几年里，苹果的表现也没有很争气。2018年第三季度，苹果在中国的智能手机市场的份额从2017年10%下降到9%，整体出货量更是下降了17%。2019年前4个月里，iPhone在中国市场的销量同比平均大幅下滑了66％。\n然而，值得一提的是，不止中国市场，这几年苹果就像是中了一个魔咒，曾经的神话正在全球范围内褪色。根据Canalys发布的最新市场调研数据显示：2019年第一季度iPhone在北美市场的销量为1460万台，相较去年同期的1790万台跌幅高达19%。\n过了这么多年，苹果新机几乎从未缺席，但能打的却依旧是以前的老款，多少次，苹果想要凭借新机挽回一些巨头的尊严，现实都比想象中更加残酷。以2018年被苹果视为“救命稻草”的iPhone XR为例。\n苹果有多重视iPhone XR？在iPhone XR上市的时候以旧换新的活动相比去年同期增长了将近50%，旧手机最多可以抵2000多元。可就在价格力度这么大的前提下，iPhone XR还是很惨淡，整个11月份在国内的销量不到60万台，远远低于去年的iPhone 8系列，甚至影响掉了苹果的股价。\n新手机卖不动，但老款的人气持续居高不下。根据闲鱼平台发布的数据显示，保值率最高的10款手机中，前三名都是iPhone，其中，2017年发布的iPhoneX保值率73%；iPhone 8 Plus是61%；iPhone 8 62%。\n\n尤其是iPhone 8，即便是已经过了好几年，iPhone 8的热度丝毫不输任何一款新机。此前苏宁宣布iPhone降价，单天iPhone8 系列销售增长460%。在过半人口用着 iPhone 的美国，41% 还是 iPhone 6s 或者更老的机型。事实上，苹果的新机比不过经典老款是有目共睹的。\n一个很明显的现象是，苹果手机用户的换机频率远低于安卓手机。另一方面，回忆自乔布斯逝世后的历年iPhone发布会，不难发现一个魔咒似的舆论规律：发布会后的产品总会被许多人吐槽苹果没有了创新。\n诸如万年不变的5V1A；经年不变的小容量电池；逐渐“落后”的手机拍照；与乔布斯美学相悖的手机设计都引起了大量忠实果粉的不满。即将发布的iPhone13也被诟病为“科技以换壳为主”，“用颜色来区分上一代”。\n但苹果真的失去创新能力了吗？其实也不尽然。根据苹果公司此前公开的招聘数据来看，7000多个公开招聘表中，硬件工程招聘岗位占比 34%，软件工程招聘岗位占比 28%，两者的招聘占比超过整体岗位数量的6成。\n只是不管怎么说，外部激流变化的科技环境已经将消费者养得越来越挑剔，越来越刁钻，苹果头顶的科技光环正在慢慢变淡。\n果粉的情怀不值钱了？\n在以往的科技圈，任何一个质疑苹果的问题在果粉的眼里就是无理取闹的存在，MobData研究院发布的2018年第三季度数据报告看，果粉忠诚度高居首位。他们打心眼里崇拜乔布斯，这也不是没有理由，谁都无法否然苹果在科技领域的地位。\n但如今，曾经矢志不渝的果粉似乎有些动摇了。从2018年苹果发布iPhone XS时，尴尬的刘海屏就成了一众果粉脱粉的最佳理由。有数据显示，早在2018年，就不断有苹果的拥趸者“流失”，尤其是国产手机大幅度崛起。\n调查统计，有5.2%的男性苹果爱好者与10.4%的女性苹果爱好者由苹果转向了华为，而也有4.8%的男性苹果爱好者与8%的女性苹果爱好者被OPPO吸引。果粉的忠诚度在日渐下降。据QuestMobile数据，截至2019年6份，在中国市场，华米OV的市场份额已经扩大到了65.7%。\n具体来看会更加直观，2019年，由iOS换至iOS的用户占比为54%，2018年同期是6.8%。反观安卓，iOS换至安卓的用户占比为46%，2018年同期是43.2%，其中有27.8%的iOS用户转向了华为。\n另一方面，安卓换至iOS的用户占比为18.9%，2018年同期是21.2%；安卓换至安卓的用户占比为81.1%，去年同期为78.8%，此消彼长的背后，苹果尴尬的处境一览无余。有意思的是，虽说很多忠实果粉渐渐对苹果变得失望，但也不乏对苹果开始感兴趣的“新果粉”。\n比如消费话语权不可小觑的Z时代年轻人。2019年的iPhone11可以说是被吐槽的最严重的一款新机，除了不支持5G之外，老果粉简直把11骂了一个狗血淋头。可骂归骂，魔幻的是，iPhone11系列在京东的预售期间，预售总量相比去年增长了惊人的480%。\n销量与评价的极大反差一度令人费解，然而细究下来，这其中是果粉群体在悄然发生变化。据悉，iPhone11成交用户里超过9成都是年轻人，30-39岁用户占比为32.44%，而16-19岁用户占比高达59.17%。\n《中国00后互联网学习行为报告》，报告显示，对比苹果与安卓手机的出货量后发现，我国00后苹果手机占有普及率是成人的2倍。\n00后俨然成了新一代苹果的追捧者，百度搜索数据显示，近年来00后对iPhone手机的关注度已经超过了90后。尽管在老一代果粉的心里，苹果对新机的创新微不足道，但花里胡哨的颜色创新倒是深受00后喜爱。百度发布的一份关于00后智能手机及APP使用习惯研究报告显示，00后选购智能机时最为关注的因素是外观。\n今年的iPhone13继续将“颜色游戏”进行到底，赤橙黄绿青蓝紫……年轻人对颜色价值的要求堪比葫芦娃。可惜这届果粉的热情未必会让苹果高枕无忧，我们一贯的意识里会觉得苹果用户是高消费人群，但2018年MobData发布一项调查结果，相比华为与小米等国产手机，苹果用户的经济情况反而没有想象中那么好。\n\n特别是没有什么固定收入来源的00后，他们基本还未完全走出校园，还有调查显示，爱好苹果的Z时代其实有47%是分期付款购买的苹果手机。罗振宇就曾在2018年跨年演讲中提到过，现在00后的人均存款是2570元，人均零花钱为500元/月。换句话说，00后的消费能力实际上没有外界宣扬得那么高。\n老一代果粉开始嫌弃苹果了，但新生代的果粉却还没有成为苹果真正的目标客户群。\n另一方面，这届果粉似乎不像上一届前辈那样无限崇拜乔布斯，崇拜苹果文化，是个不折不扣的科技发烧友。00后喜欢苹果手机无非就是冲着品牌带来的消费优越感，有的甚至不知道苹果是哪个国家的品牌。\n00后不懂乔布斯，果粉的情怀延续到如今，肉眼可见的越来越“廉价”。但随着年轻人制霸消费市场，无论他们消费观怎么样，能掏钱的就是上 帝。时至今日，几乎没有不屈服于年轻人的品牌，苹果也不例外。\nZ时代不研究科技，苹果就把自己玩成了“奇迹果果”，各种色号都来一套。00后还没赚钱，京东、苏宁、天猫等各大电商平台就在苹果官方的通知和授权下，纷纷开启了手机降价大潮。果粉变了，苹果也卑微了。\n苹果失去竞争力了吗？\n库克是典型的“中国迷”，自从上任以来，库克几乎每年都会来一趟中国之旅。三年前，库克站在黄浦江对岸，拍了一张上海外滩的夜景，并上传到了自己的社交账号，配文是用中文拼音打出了一句“海纳百川”，这一年，库克总共来了中国三趟。\n可惜“海纳百川”在商业世界里就是一个童话，华为、小米、OPPO、VIVO每一家都不给自家市场海纳百川的机会。根据市场调研机构IDC发布的最新手机季度跟踪报告显示，中国智能机整体市场出货量在近几年都出现不同程度的下滑，其中国产供应商华为与OV三家都实现了增长，苹果的出货量却在不断下滑。\n《2018-2019年中国新势能人群App接触行为报告》显示，华为和苹果在受调查人群中的占比为4成，其中华为占据22%，苹果为20%，其次是OV、小米及荣耀。国产手机的强势无疑给海外品牌造成了不可估量的压力。\n不止苹果，据信通院的数据显示，2019年7月份，中国市场销售手机2867.6万部，国产手机品牌销售了2588.7万部、占有市场的份额为90.3%，这意味着苹果和三星合计占有的市场份额只有9.7%。\n2018年四个季度，苹果的出货量同比下降了20%，国内市场前五大手机厂商，苹果排名倒数第一。抛开国货滤镜不谈，消费者对苹果的态度是一年比一年消极，押不中的刘海屏、被其他品牌不停追赶的拍照摄像技术、没有赶上的5G……每一项都能成为压死果粉的最后一根“稻草”。\n在京东电商平台，苹果iPhone 11的好评度仅94%，主要问题集中在信号差，发烫严重等，而国产手机的好评度，通常在98%左右。值得一提的是，走出中国以外的市场，全球出货量排名第三到第五的手机供应商均为中国企业。\n华为一度以6050万的出货量直逼苹果，同比上涨43.9%，市场占比达16.1%，从市场份额角度来看，华为位居第二；OPPO和小米分列第四第五；小米横扫印度市场。这对苹果而言无疑都是致命的，毕竟手机市场是苹果的命根子，过去四年，苹果有超过 60% 收入来自 iPhone、超过 65% 的毛利来自 iPhone、超过 80% 数字服务收入来自 iPhone。\n\n一旦真的从手机市场的神坛上走下来，苹果注定要“吐血”，但冷静下来看，苹果真的失去竞争力了？答案未必那么肯定。至少在硬件时代还没有过去之前，苹果该有的地位依旧难以撼动。另外，尽管在公开的销量数据上，苹果的确有所趋弱。\n可最关键的销售额或利润方面，苹果的表现还是亮眼的。2020年iPhone一季度的销售额为289.62亿美元，Counterpoint公布过2019年第三季度的数据，苹果的利润高达80亿美元，占行业66%，几乎是国产手机四大品牌的总和，就连销量长期第一的三星也只有20亿美元。\n\n总而言之，属于国产手机的时代确实已经来了，但属于苹果的时代还没有过去。只是，曾经狂热的果粉熬夜派对的盛况，已经越来越少了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817948301,"gmtCreate":1630901150303,"gmtModify":1676530416494,"author":{"id":"3577331412124275","authorId":"3577331412124275","authorIdStr":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577331412124275"},"themes":[],"htmlText":"Takung Art Co Ltd (AMEX:TKAT) is trading significantly higher Wednesday on above-average volume. The stock has been seen as a way to play the NFT boom.The NFT sector has recently seen an increase in volume following Visa Inc's (NYSE: V) CryptoPunk purchase and social media mentions.Takung Art crossed 20 million in trading volume at publication time. Average volume for the stock is about 3.5 million.Takung Art operates an online electronic platform for offering and trading artwork. Through its platform, the company allows artists, dealers and owners to access a large art trading market where they can engage with a wide range of investors.The stock was one of the top three trending stocks on Stocktwits at publication time.","listText":"Takung Art Co Ltd (AMEX:TKAT) is trading significantly higher Wednesday on above-average volume. The stock has been seen as a way to play the NFT boom.The NFT sector has recently seen an increase in volume following Visa Inc's (NYSE: V) CryptoPunk purchase and social media mentions.Takung Art crossed 20 million in trading volume at publication time. Average volume for the stock is about 3.5 million.Takung Art operates an online electronic platform for offering and trading artwork. Through its platform, the company allows artists, dealers and owners to access a large art trading market where they can engage with a wide range of investors.The stock was one of the top three trending stocks on Stocktwits at publication time.","text":"Takung Art Co Ltd (AMEX:TKAT) is trading significantly higher Wednesday on above-average volume. The stock has been seen as a way to play the NFT boom.The NFT sector has recently seen an increase in volume following Visa Inc's (NYSE: V) CryptoPunk purchase and social media mentions.Takung Art crossed 20 million in trading volume at publication time. Average volume for the stock is about 3.5 million.Takung Art operates an online electronic platform for offering and trading artwork. Through its platform, the company allows artists, dealers and owners to access a large art trading market where they can engage with a wide range of investors.The stock was one of the top three trending stocks on Stocktwits at publication time.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/817948301","isVote":1,"tweetType":1,"viewCount":1117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815050728,"gmtCreate":1630631616564,"gmtModify":1676530360594,"author":{"id":"3577331412124275","authorId":"3577331412124275","authorIdStr":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577331412124275"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>&nbsp;AMD second option of nvidia","listText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>&nbsp;AMD second option of nvidia","text":"$AMD(AMD)$ AMD second option of nvidia","images":[{"img":"https://static.tigerbbs.com/5666804053c08b14ffec1b3260581103","width":"1200","height":"2133"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/815050728","isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":837191372,"gmtCreate":1629861751196,"gmtModify":1676530155311,"author":{"id":"3577331412124275","authorId":"3577331412124275","authorIdStr":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577331412124275"},"themes":[],"htmlText":"My first post","listText":"My first post","text":"My first post","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837191372","repostId":"837105215","repostType":1,"repost":{"id":837105215,"gmtCreate":1629861355237,"gmtModify":1676530155188,"author":{"id":"3577331412124275","authorId":"3577331412124275","authorIdStr":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577331412124275"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>&nbsp;apple is the king, who can compete me?? Show me一日一蘋果醫生遠離我","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>&nbsp;apple is the king, who can compete me?? Show me一日一蘋果醫生遠離我","text":"$Apple(AAPL)$ apple is the king, who can compete me?? Show me一日一蘋果醫生遠離我","images":[{"img":"https://static.tigerbbs.com/208d1cb1a378fe3d54affb3a088ecad3","width":"1200","height":"2133"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837105215","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838452132,"gmtCreate":1629425497226,"gmtModify":1676530036689,"author":{"id":"3577331412124275","authorId":"3577331412124275","authorIdStr":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577331412124275"},"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/838452132","repostId":"1197350230","repostType":2,"repost":{"id":"1197350230","pubTimestamp":1629424112,"share":"https://ttm.financial/m/news/1197350230?lang=&edition=fundamental","pubTime":"2021-08-20 09:48","market":"us","language":"zh","title":"台积电市值超腾讯、阿里：互联网不香了？","url":"https://stock-news.laohu8.com/highlight/detail?id=1197350230","media":"好看商业","summary":"硬科技公司真的逆袭了？","content":"<blockquote>\n 截至8月18日，<a href=\"https://laohu8.com/S/TSM\">台积电</a>美股市盈率31倍，超过<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、脸书、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>；<a href=\"https://laohu8.com/S/300750\">宁德时代</a>正在A股享受172倍的“市梦率”。港股的腾讯盈率却创近5年新低。硬科技公司真的逆袭了？\n</blockquote>\n<p>风水轮流转，资本市场的热门题材也是如此。</p>\n<p>Refinitiv Eikon 截至8月18日上午亚洲时段的数据，台积电市值超过 5380 亿美元，首次成为亚洲市值最高的股票。</p>\n<p><img src=\"https://static.tigerbbs.com/ab526146cad1d5d311a40189c0350b17\" tg-width=\"552\" tg-height=\"426\" referrerpolicy=\"no-referrer\"></p>\n<p><i>台积电、腾讯、阿里近期市值比较</i></p>\n<p>同时，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>以约为5360 亿美元市值位居第二，阿里巴巴排在第三，市值约 4720 亿美元。</p>\n<p>截至8月18日美股收盘，台积电市值超5728亿美元；阿里巴巴市值4672亿美元；8月19日，腾讯在港股以3.44%的跌幅收盘，市值4.04万亿（约合5183.32亿美元）。与台积电市值差距再次拉大。</p>\n<p>今年初至今，台积电的股价也较2月份高点142美元跌超20%，不过最近几个月一直在110美元-120美元之间小幅震荡。同期，腾讯、阿里股价却分别跌超45%和40%。</p>\n<p>在A股，今年初至8月10日，沪深300指数下跌3%，宁德时代股价上涨45%，市值大增3711亿元，成A股市值增长冠军。</p>\n<p><img src=\"https://static.tigerbbs.com/4a08eb991c8a6ca10ef82a004d6f90bd\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>今年以来，昔日市值之王——<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>风光不再，目前市值20389亿元，较今年2月中旬3.27万亿的高点已经蒸发1.2万亿。</p>\n<p>市场上有诸多乐观的分析认为，宁德时代将很快超过茅台市值，成为A股新市值之王。</p>\n<p>与腾讯、阿里这样的消费互联网起家的巨头，和茅台这样的消费白马股不同，台积电、宁德时代都属于硬科技公司。</p>\n<p>因此，有声音认为，两类题材股在资本市场此消彼长，意味着硬科技时代的到来。</p>\n<p>真的是这样吗？他们之间的市值轮动是怎么产生的？</p>\n<p><b>硬科技股疯狂</b></p>\n<p><b>芯片、新能源在内的硬科技不仅市场需求强劲，而且享受政策面利好，这种确定性让资本市场更愿意为高市值，甚至愿意为“市梦率”买单。</b></p>\n<p>2020年以来，5G、新能源汽车、IOT等应用对芯片需求激增，再加上“芯片荒”蔓延和疫情影响，多重利好刺激台积电等芯片概念股业绩和股价飙升。</p>\n<p>台积电成立于1987年，目前是全球第一大芯片代工厂。在芯片制造工艺上，目前台积电5nm工艺已量产，3nm产品将于2022年进入大批量生产；台积电近期还获得了在台湾地区修建2nm制程芯片厂的许可。苹果、<a href=\"https://laohu8.com/S/QCOM\">高通</a>和<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>等都是台积电的客户。</p>\n<p>2020年，台积电全年营收474.4亿，同比增长31.4%；去年台积电的股价飙升约60%，创新历史新高。</p>\n<p>今年前2个季度，台积电合计营收262.09亿美元，较去年同期的206.91美元增长26.7%；净利润方面，台积电今年前两个季度共实现净利润97.83亿美元，去年同期为86.96亿美元，涨幅12.5%。</p>\n<p>台积电董事刘德音认为，公司运营已经进入持续高增长期，未来5年复合增长率将达到10%~15%。</p>\n<p>截至8月18日，台积电在美股市盈率31倍，超过英特尔的11.6倍、苹果的28.59倍、谷歌的29倍，和<a href=\"https://laohu8.com/S/FB\">Facebook</a>的26倍。</p>\n<p>Argus的分析师Jim Kelleher在6月份的研报中给予台积电“买入”评级，目标价150美元。换句话说，他认为台积电股价仍有超36%的上涨空间。Jim Kelleher的乐观判断基于台积电\"积极的\"五年资本开支计划，它“正成为解决全球芯片供需问题的关键”。</p>\n<p>在A股，据数据宝统计，2月8日——8月13日半导体板块平均上涨65%。</p>\n<p><a href=\"https://laohu8.com/S/601377\">兴业证券</a>曾判断，芯片缺货可能还会持续一年以上，因此，对应的晶圆制造和上游的半导体设备将会明显受益，国内的<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>、<a href=\"https://laohu8.com/S/01347\">华虹半导体</a>、<a href=\"https://laohu8.com/S/688396\">华润微</a>、<a href=\"https://laohu8.com/S/002371\">北方华创</a>、<a href=\"https://laohu8.com/S/688200\">华峰测控</a>、<a href=\"https://laohu8.com/S/603690\">至纯科技</a>等公司景气度仍将继续提升。</p>\n<p>国内芯片概念股业绩和股价飙升背后，除了芯片市场需求强劲，还有政府大力发展国产的决心和支持。</p>\n<p>比如，2020年8月，国务院发布《新时期促进集成电路产业和软件产业高质量发展的若干政策》，其中提到要大力支持集成电路产业和软件产业的高质量发展。</p>\n<p>中国是全球最大的半导体消费市场，但芯片自给率仍需提高。IC Insights预测，2023年国内芯片市场规模将达2290亿美元，而自给率约不足20%。因此，芯片的国产替代空间巨大。</p>\n<p>在全球各国都在轰轰烈烈推进清洁能源替代传统化石能源的背景下，新能源概念股也在资本市场持续火爆。</p>\n<p>在A股，宁德时代上市三年，股价上涨20倍，目前市盈率172倍；另一新能源巨头<a href=\"https://laohu8.com/S/002594\">比亚迪</a>市值正逼近万亿元大关，最新市盈率192倍。</p>\n<p>即便市值高企，仍有人愿意给出更高价。比如，<a href=\"https://laohu8.com/S/601066\">中信建投</a>近日给出比亚迪1.5万亿的目标市值，较当前市值还能涨70%。而<a href=\"https://laohu8.com/S/600030\">中信证券</a>8月份的研报维持宁德时代“买入”评级，目标价754元，意味着股价至少还有50%的上涨空间。</p>\n<p>但面对如此乐观的预测，已经有人感到“泡沫”的存在，惊呼这已经到了“市梦率”的水平。</p>\n<p><b>互联网/消费巨头为何失宠？</b></p>\n<p><b>在资本市场享受高市盈率甚至市梦率，曾经是互联网公司、消费白马股的待遇。</b></p>\n<p>上世纪90年代，全世界都在欢呼互联网时代来了。那时候，Amazon、<a href=\"https://laohu8.com/S/EBAY\">eBay</a>、阿里巴巴、腾讯等一大批互联网公司横空出世。资本市场扔掉传统的估值工具，双手为互联网公司奉上高市盈率甚至市梦率。</p>\n<p>就中国互联网公司来说，流量红利见顶意味着消费互联网的高增长结束了。监管的收紧又带来高度不确定性。</p>\n<p>8月18日，腾讯总裁刘炽平在二季度财报后的电话会中表示，互联网监管收紧是全球趋势，目前中国互联网监管相对而言比较松，但在收紧，相信未来还会有更多的监管措施出台。</p>\n<p>尤其今年以来，国内监管层在未成年人保护、文化监管、保护个人数据安全、互联网反垄断等多个方面密集出台更高要求和政策。互联网企业的税后优惠也可能面临调整。</p>\n<p>重拳整治下的互联网行业一片哀嚎，中概股也变成了“中丐股”。</p>\n<p>据《财经》对247家中概股的统计，去年12月31日，其总市值为2.27万亿美元；至今年8月16日收盘，他们的总市值只剩下1.7万亿美元，意味着大半年蒸发了5700亿美元，跌幅25.1%。</p>\n<p>以腾讯为例，今年上半年，腾讯营收2735.62亿元，同比增长23%；净利润920.3亿元，同比增长49%。</p>\n<p><b>可见，腾讯虽然增速趋缓，但业绩基本面仍然稳定。</b></p>\n<p>但今年上半年，腾讯股价却从2月份高点773.9港元，跌至目前的最低419.2港元，跌幅超45%。</p>\n<p><b>目前腾讯市盈率18倍，为近5年来最低水平。</b></p>\n<p>近日，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、<a href=\"https://laohu8.com/S/GS\">高盛</a>、大和证券、<a href=\"https://laohu8.com/S/002736\">国信证券</a>等多家投行仍维持腾讯的“买入”评级，目标价在700港元+。</p>\n<p>中长期来看，腾讯依然是优质投资标的。值得一提的是，中国股神段永平近期在股票社区透露自己买入了腾讯，“再跌再多买些”。</p>\n<p>再看贵州茅台。2020年，贵州茅台是A股市值增长冠军，一年涨幅85%。截至8月18日，茅台在盘中跌至1600元，较2月创下的历史高位2608.59元已下跌约38％。</p>\n<p><img src=\"https://static.tigerbbs.com/c93f3062f2c0d3f992c82af1804f61a8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><b>但茅台的基本面没有发生本质变化。</b></p>\n<p>今年上半年，茅台收入同比增长11.68%，归母净利润同比上升9%；第二季度营收同比增长13.6%；归母净利润同比增长12.5%，两者增速较一季度环比均有所提升，符合预期。</p>\n<p>茅台股价跌跌不休背后，是北向资金的持续卖出。今年一季度，北向资金减持茅台841.08万股后，二季度减持6.23万股。7月30日至今，北向资金连续减持贵州茅台。</p>\n<p>今年以来，A股市场风格更偏好高成长股，茅台的业绩增速整体平稳，趋于放缓，相比那些在高增长、超预期增长的股票就逊色了许多。</p>\n<p><a href=\"https://laohu8.com/S/06030\">中信证券</a>认为，近几年，茅台在品牌价值、产品结构（尤其是非标产品构建的超高端矩阵）、渠道改革、抵御风险能力等多方面均有明显提升，当下估值具备高性价比。</p>\n<p>所以，中信证券维持茅台一年期目标价3000元。<a href=\"https://laohu8.com/S/601099\">太平洋</a>证券近日给茅台的目标价是2500元。</p>\n<p>由此来看，腾讯、茅台都处于估值底部。需要说明的是，券商给出的目标价都是基于过往正常使用的底层逻辑——公司有能力实现增长、赚更多钱。一旦发生不可抗因素破坏市场对底层逻辑的相信，那么，腾讯、茅台是否还会继续下跌就另说了。</p>\n<p><b>互联网向硬科技转型的冲动与挑战</b></p>\n<p><b>实际上就国内来看，少数硬科技公司的市值冲高并不能代表硬科技产业已经替代互联网、消费产业，成为真正的经济顶梁柱。</b></p>\n<p>根据万得发布的“2021年半年度中国上市企业市值500强”榜单，市值前50的企业里，金融公司占12席，白酒等消费类公司占9家，BAT等互联网公司占10席，医疗类有</p>\n<p>这份榜单里，能称得上硬科技公司的只有宁德时代（第8）、比亚迪（第19），哈康威视（第20）、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>（第29）、<a href=\"https://laohu8.com/S/601012\">隆基股份</a>（第30）等，在榜单前50中仅占约10%。</p>\n<p><b>但科学技术永远是第一生产力，互联网公司向硬科技转型是大势所趋。</b></p>\n<p>过去很多年，腾讯在战略上一直强调专注做连接和内容，但从2016年开始，马化腾在内部就提出：腾讯未来要做的是一家科技公司。</p>\n<p>马化腾曾对媒体表示，我们现在越来越感觉到，最终归根结底可能还是要通过技术的进步，企业才有可能有保持在战略方面的制高点。</p>\n<p>几乎与腾讯前后脚，阿里也在向“科技”公司转型。2017年3月，阿里举办首届技术大会，并在会上透露正在启动“NASA”计划——要面向未来 20 年，组建强大的独立研发部门，建立新的机制体制，为服务 20 亿人的新经济体储备核心科技。</p>\n<p>也是在这次大会上，阿里公开亲手撕“电商”标签，自称是一家科技公司。</p>\n<p>同样是2017年，在<a href=\"https://laohu8.com/S/BIDU\">百度</a>联盟大会上，李彦宏宣布——百度不再是一家互联网公司，而是一家人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>公司。</p>\n<p>几年过去了，BAT从互联网向科技转型的成果如何呢？</p>\n<p>以2021年上半年营收看，阿里87%的营收依然来自“商业”，其中的客户管理（广告+佣金）占总营收的39%；而阿里云和创新业务的营收贡献仅占9%。</p>\n<p>同期，以游戏和直播为主的增值服务仍占腾讯营收的50%以上，不过金融科技和企业服务收入在今年Q2已经占到30%。</p>\n<p>而广告业务依然是百度营收的基本盘，今年前两个季度，广告在百度核心营收中的占比均超79%。</p>\n<p><b>除了自研，腾讯和阿里通过投资布局了硬科技公司。</b></p>\n<p>从AI芯片领域的<a href=\"https://laohu8.com/S/688256\">寒武纪</a>、深鉴科技，到计算机视觉领域的商汤科技、旷视科技，阿里全都通过投资的方式揽入其AI棋局中。</p>\n<p>据《智东西》统计，自2014年腾讯做出第一笔AI投资到2019年4月，其在AI领域的投资数量就达38起，总金额破百亿元，主要围绕以自动驾驶、智慧医疗、<a href=\"https://laohu8.com/S/300024\">机器人</a>为主的3+n行业进行布局。</p>\n<p>相比来说，百度这几年一直在AI领域押重注，且决心巨大。李彦宏曾说，“百度每年投入营收的15%进行 AI 研发。”</p>\n<p>百度AI主要体现在百度的创新业务中，其中包括百度智能云、DuerOS、小度音箱、Apollo等。</p>\n<p>不过目前这部分的收入主要依靠百度智能云。无论Apollo还是造车，目前能给百度带来的商业化收入还很有限。</p>\n<p>这也是考验百度战略定力的地方：一方面AI需要持续的投入，另一方面，它的商业化落地目前仍存在现实困难，很难在短期内快速商业化。</p>\n<p>经历去年底到今年初的短暂上涨后，百度股价目前基本又回到了上涨前的水平。投入大见效慢的AI又成了百度股价的“拖油瓶”。</p>","source":"lsy1622337641338","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>台积电市值超腾讯、阿里：互联网不香了？</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; 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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台积电市值超腾讯、阿里：互联网不香了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 09:48 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/IkrRvsIY1TF_gCCKQTI4bw><strong>好看商业</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>截至8月18日，台积电美股市盈率31倍，超过苹果、脸书、英特尔、谷歌、阿里巴巴；宁德时代正在A股享受172倍的“市梦率”。港股的腾讯盈率却创近5年新低。硬科技公司真的逆袭了？\n\n风水轮流转，资本市场的热门题材也是如此。\nRefinitiv Eikon 截至8月18日上午亚洲时段的数据，台积电市值超过 5380 亿美元，首次成为亚洲市值最高的股票。\n\n台积电、腾讯、阿里近期市值比较\n同时，腾讯控股...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/IkrRvsIY1TF_gCCKQTI4bw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"09988":"阿里巴巴-W","00700":"腾讯控股","TSM":"台积电","TCEHY":"腾讯控股ADR","BABA":"阿里巴巴"},"source_url":"https://mp.weixin.qq.com/s/IkrRvsIY1TF_gCCKQTI4bw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197350230","content_text":"截至8月18日，台积电美股市盈率31倍，超过苹果、脸书、英特尔、谷歌、阿里巴巴；宁德时代正在A股享受172倍的“市梦率”。港股的腾讯盈率却创近5年新低。硬科技公司真的逆袭了？\n\n风水轮流转，资本市场的热门题材也是如此。\nRefinitiv Eikon 截至8月18日上午亚洲时段的数据，台积电市值超过 5380 亿美元，首次成为亚洲市值最高的股票。\n\n台积电、腾讯、阿里近期市值比较\n同时，腾讯控股以约为5360 亿美元市值位居第二，阿里巴巴排在第三，市值约 4720 亿美元。\n截至8月18日美股收盘，台积电市值超5728亿美元；阿里巴巴市值4672亿美元；8月19日，腾讯在港股以3.44%的跌幅收盘，市值4.04万亿（约合5183.32亿美元）。与台积电市值差距再次拉大。\n今年初至今，台积电的股价也较2月份高点142美元跌超20%，不过最近几个月一直在110美元-120美元之间小幅震荡。同期，腾讯、阿里股价却分别跌超45%和40%。\n在A股，今年初至8月10日，沪深300指数下跌3%，宁德时代股价上涨45%，市值大增3711亿元，成A股市值增长冠军。\n\n今年以来，昔日市值之王——贵州茅台风光不再，目前市值20389亿元，较今年2月中旬3.27万亿的高点已经蒸发1.2万亿。\n市场上有诸多乐观的分析认为，宁德时代将很快超过茅台市值，成为A股新市值之王。\n与腾讯、阿里这样的消费互联网起家的巨头，和茅台这样的消费白马股不同，台积电、宁德时代都属于硬科技公司。\n因此，有声音认为，两类题材股在资本市场此消彼长，意味着硬科技时代的到来。\n真的是这样吗？他们之间的市值轮动是怎么产生的？\n硬科技股疯狂\n芯片、新能源在内的硬科技不仅市场需求强劲，而且享受政策面利好，这种确定性让资本市场更愿意为高市值，甚至愿意为“市梦率”买单。\n2020年以来，5G、新能源汽车、IOT等应用对芯片需求激增，再加上“芯片荒”蔓延和疫情影响，多重利好刺激台积电等芯片概念股业绩和股价飙升。\n台积电成立于1987年，目前是全球第一大芯片代工厂。在芯片制造工艺上，目前台积电5nm工艺已量产，3nm产品将于2022年进入大批量生产；台积电近期还获得了在台湾地区修建2nm制程芯片厂的许可。苹果、高通和英伟达等都是台积电的客户。\n2020年，台积电全年营收474.4亿，同比增长31.4%；去年台积电的股价飙升约60%，创新历史新高。\n今年前2个季度，台积电合计营收262.09亿美元，较去年同期的206.91美元增长26.7%；净利润方面，台积电今年前两个季度共实现净利润97.83亿美元，去年同期为86.96亿美元，涨幅12.5%。\n台积电董事刘德音认为，公司运营已经进入持续高增长期，未来5年复合增长率将达到10%~15%。\n截至8月18日，台积电在美股市盈率31倍，超过英特尔的11.6倍、苹果的28.59倍、谷歌的29倍，和Facebook的26倍。\nArgus的分析师Jim Kelleher在6月份的研报中给予台积电“买入”评级，目标价150美元。换句话说，他认为台积电股价仍有超36%的上涨空间。Jim Kelleher的乐观判断基于台积电\"积极的\"五年资本开支计划，它“正成为解决全球芯片供需问题的关键”。\n在A股，据数据宝统计，2月8日——8月13日半导体板块平均上涨65%。\n兴业证券曾判断，芯片缺货可能还会持续一年以上，因此，对应的晶圆制造和上游的半导体设备将会明显受益，国内的中芯国际、华虹半导体、华润微、北方华创、华峰测控、至纯科技等公司景气度仍将继续提升。\n国内芯片概念股业绩和股价飙升背后，除了芯片市场需求强劲，还有政府大力发展国产的决心和支持。\n比如，2020年8月，国务院发布《新时期促进集成电路产业和软件产业高质量发展的若干政策》，其中提到要大力支持集成电路产业和软件产业的高质量发展。\n中国是全球最大的半导体消费市场，但芯片自给率仍需提高。IC Insights预测，2023年国内芯片市场规模将达2290亿美元，而自给率约不足20%。因此，芯片的国产替代空间巨大。\n在全球各国都在轰轰烈烈推进清洁能源替代传统化石能源的背景下，新能源概念股也在资本市场持续火爆。\n在A股，宁德时代上市三年，股价上涨20倍，目前市盈率172倍；另一新能源巨头比亚迪市值正逼近万亿元大关，最新市盈率192倍。\n即便市值高企，仍有人愿意给出更高价。比如，中信建投近日给出比亚迪1.5万亿的目标市值，较当前市值还能涨70%。而中信证券8月份的研报维持宁德时代“买入”评级，目标价754元，意味着股价至少还有50%的上涨空间。\n但面对如此乐观的预测，已经有人感到“泡沫”的存在，惊呼这已经到了“市梦率”的水平。\n互联网/消费巨头为何失宠？\n在资本市场享受高市盈率甚至市梦率，曾经是互联网公司、消费白马股的待遇。\n上世纪90年代，全世界都在欢呼互联网时代来了。那时候，Amazon、eBay、阿里巴巴、腾讯等一大批互联网公司横空出世。资本市场扔掉传统的估值工具，双手为互联网公司奉上高市盈率甚至市梦率。\n就中国互联网公司来说，流量红利见顶意味着消费互联网的高增长结束了。监管的收紧又带来高度不确定性。\n8月18日，腾讯总裁刘炽平在二季度财报后的电话会中表示，互联网监管收紧是全球趋势，目前中国互联网监管相对而言比较松，但在收紧，相信未来还会有更多的监管措施出台。\n尤其今年以来，国内监管层在未成年人保护、文化监管、保护个人数据安全、互联网反垄断等多个方面密集出台更高要求和政策。互联网企业的税后优惠也可能面临调整。\n重拳整治下的互联网行业一片哀嚎，中概股也变成了“中丐股”。\n据《财经》对247家中概股的统计，去年12月31日，其总市值为2.27万亿美元；至今年8月16日收盘，他们的总市值只剩下1.7万亿美元，意味着大半年蒸发了5700亿美元，跌幅25.1%。\n以腾讯为例，今年上半年，腾讯营收2735.62亿元，同比增长23%；净利润920.3亿元，同比增长49%。\n可见，腾讯虽然增速趋缓，但业绩基本面仍然稳定。\n但今年上半年，腾讯股价却从2月份高点773.9港元，跌至目前的最低419.2港元，跌幅超45%。\n目前腾讯市盈率18倍，为近5年来最低水平。\n近日，摩根士丹利、高盛、大和证券、国信证券等多家投行仍维持腾讯的“买入”评级，目标价在700港元+。\n中长期来看，腾讯依然是优质投资标的。值得一提的是，中国股神段永平近期在股票社区透露自己买入了腾讯，“再跌再多买些”。\n再看贵州茅台。2020年，贵州茅台是A股市值增长冠军，一年涨幅85%。截至8月18日，茅台在盘中跌至1600元，较2月创下的历史高位2608.59元已下跌约38％。\n\n但茅台的基本面没有发生本质变化。\n今年上半年，茅台收入同比增长11.68%，归母净利润同比上升9%；第二季度营收同比增长13.6%；归母净利润同比增长12.5%，两者增速较一季度环比均有所提升，符合预期。\n茅台股价跌跌不休背后，是北向资金的持续卖出。今年一季度，北向资金减持茅台841.08万股后，二季度减持6.23万股。7月30日至今，北向资金连续减持贵州茅台。\n今年以来，A股市场风格更偏好高成长股，茅台的业绩增速整体平稳，趋于放缓，相比那些在高增长、超预期增长的股票就逊色了许多。\n中信证券认为，近几年，茅台在品牌价值、产品结构（尤其是非标产品构建的超高端矩阵）、渠道改革、抵御风险能力等多方面均有明显提升，当下估值具备高性价比。\n所以，中信证券维持茅台一年期目标价3000元。太平洋证券近日给茅台的目标价是2500元。\n由此来看，腾讯、茅台都处于估值底部。需要说明的是，券商给出的目标价都是基于过往正常使用的底层逻辑——公司有能力实现增长、赚更多钱。一旦发生不可抗因素破坏市场对底层逻辑的相信，那么，腾讯、茅台是否还会继续下跌就另说了。\n互联网向硬科技转型的冲动与挑战\n实际上就国内来看，少数硬科技公司的市值冲高并不能代表硬科技产业已经替代互联网、消费产业，成为真正的经济顶梁柱。\n根据万得发布的“2021年半年度中国上市企业市值500强”榜单，市值前50的企业里，金融公司占12席，白酒等消费类公司占9家，BAT等互联网公司占10席，医疗类有\n这份榜单里，能称得上硬科技公司的只有宁德时代（第8）、比亚迪（第19），哈康威视（第20）、蔚来（第29）、隆基股份（第30）等，在榜单前50中仅占约10%。\n但科学技术永远是第一生产力，互联网公司向硬科技转型是大势所趋。\n过去很多年，腾讯在战略上一直强调专注做连接和内容，但从2016年开始，马化腾在内部就提出：腾讯未来要做的是一家科技公司。\n马化腾曾对媒体表示，我们现在越来越感觉到，最终归根结底可能还是要通过技术的进步，企业才有可能有保持在战略方面的制高点。\n几乎与腾讯前后脚，阿里也在向“科技”公司转型。2017年3月，阿里举办首届技术大会，并在会上透露正在启动“NASA”计划——要面向未来 20 年，组建强大的独立研发部门，建立新的机制体制，为服务 20 亿人的新经济体储备核心科技。\n也是在这次大会上，阿里公开亲手撕“电商”标签，自称是一家科技公司。\n同样是2017年，在百度联盟大会上，李彦宏宣布——百度不再是一家互联网公司，而是一家人工智能公司。\n几年过去了，BAT从互联网向科技转型的成果如何呢？\n以2021年上半年营收看，阿里87%的营收依然来自“商业”，其中的客户管理（广告+佣金）占总营收的39%；而阿里云和创新业务的营收贡献仅占9%。\n同期，以游戏和直播为主的增值服务仍占腾讯营收的50%以上，不过金融科技和企业服务收入在今年Q2已经占到30%。\n而广告业务依然是百度营收的基本盘，今年前两个季度，广告在百度核心营收中的占比均超79%。\n除了自研，腾讯和阿里通过投资布局了硬科技公司。\n从AI芯片领域的寒武纪、深鉴科技，到计算机视觉领域的商汤科技、旷视科技，阿里全都通过投资的方式揽入其AI棋局中。\n据《智东西》统计，自2014年腾讯做出第一笔AI投资到2019年4月，其在AI领域的投资数量就达38起，总金额破百亿元，主要围绕以自动驾驶、智慧医疗、机器人为主的3+n行业进行布局。\n相比来说，百度这几年一直在AI领域押重注，且决心巨大。李彦宏曾说，“百度每年投入营收的15%进行 AI 研发。”\n百度AI主要体现在百度的创新业务中，其中包括百度智能云、DuerOS、小度音箱、Apollo等。\n不过目前这部分的收入主要依靠百度智能云。无论Apollo还是造车，目前能给百度带来的商业化收入还很有限。\n这也是考验百度战略定力的地方：一方面AI需要持续的投入，另一方面，它的商业化落地目前仍存在现实困难，很难在短期内快速商业化。\n经历去年底到今年初的短暂上涨后，百度股价目前基本又回到了上涨前的水平。投入大见效慢的AI又成了百度股价的“拖油瓶”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830579930,"gmtCreate":1629085323120,"gmtModify":1676529924933,"author":{"id":"3577331412124275","authorId":"3577331412124275","authorIdStr":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577331412124275"},"themes":[],"htmlText":"Interested to this","listText":"Interested to this","text":"Interested to this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/830579930","repostId":"1165503203","repostType":4,"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173703238,"gmtCreate":1626684140524,"gmtModify":1703763289648,"author":{"id":"3577331412124275","authorId":"3577331412124275","authorIdStr":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577331412124275"},"themes":[],"htmlText":"Market will crash, if the thing happen?&nbsp;","listText":"Market will crash, if the thing happen?&nbsp;","text":"Market will crash, if the thing happen?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/173703238","repostId":"2152634847","repostType":2,"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179765726,"gmtCreate":1626578495565,"gmtModify":1703761964744,"author":{"id":"3577331412124275","authorId":"3577331412124275","authorIdStr":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577331412124275"},"themes":[],"htmlText":"Good analysis&nbsp;","listText":"Good analysis&nbsp;","text":"Good analysis","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/179765726","repostId":"2152684534","repostType":2,"repost":{"id":"2152684534","pubTimestamp":1626574920,"share":"https://ttm.financial/m/news/2152684534?lang=&edition=fundamental","pubTime":"2021-07-18 10:22","market":"us","language":"zh","title":"美股大崩盘迫在眉睫","url":"https://stock-news.laohu8.com/highlight/detail?id=2152684534","media":"虎嗅","summary":"这篇文章并不意味着散布恐惧，我的假设很可能是错误的。","content":"<html><body><p><span label=\"备注\">本文来自微信公众号：</span><span>美股研究社（ID：meigushe）</span><span>，作者：Main Street Investor，编译：美股研究社，原文标题：《大崩盘迫在眉睫》</span></p><p label=\"大标题\">摘要</p><ul><li><p><span label=\"序列备注\">货币政策的持续宽松使各种股票膨胀到2000年互联网泡沫时期的水平。</span></p></li><li><p><span label=\"序列备注\">泡沫相对集中，不一定对整个市场构成威胁。</span></p></li><li><p><span label=\"序列备注\">虽然很明显，这与历史估值标准有很大偏差，但估值可能会继续上升（至少在短期内）。</span></p></li><li><p><span label=\"序列备注\">这篇文章并不意味着散布恐惧，我的假设很可能是错误的。</span></p></li></ul><p>关于我们是否处于另一个科技泡沫的讨论似乎已经持续了很多年。呼吁“十年崩溃”的文章和新闻被谴责为散布恐惧，没有什么实质内容。毕竟，科技股一直在上涨。现在，总的来说，我也不太担心最好的估值，因为我们社会的技术基本面太强了。</p><p>然而，在疫情期间发生了很多变化，这让我重新思考我的观点。由于疫情关闭了世界各地的经济，并导致经济大幅收缩，联邦银行通过刺激支票、赠款、贷款等形式向经济注入数万亿美元来应对。结果，新的流动性立即反映在股票和其他市场工具上。</p><p><img src=\"https://img.huxiucdn.com/article/content/202107/18/101606235679.png?imageView2/2/w/1000/format/png/interlace/1/q/85\"/></p><p label=\"图片备注\">资料来源:彭博社</p><p>在本文中，我想展示一些图表来加强我的论点，上面的图表是第一个。纳斯达克100指数可能是跟踪科技市场最常见的指数，尽管它只包括盈利和大盘股科技股。平均而言，该指数目前的市销率为5.7倍，这是2001年初互联网泡沫开始破裂后该指数最后一次看到的水平。</p><p>值得注意的是，在泡沫最严重的时候，这一比例为7.5倍，比现在高30%左右。尽管如此，过去20年的估值中位数一直大幅下降，约为3.5倍。当然，可以说，由于技术使用的增加，或许还有更高的增长率，如今技术应该得到更高的估值。然而，技术估值是否应该比5年前的2016年高出近100%，当时的技术整合水平与今天相当吗？</p><p label=\"大标题\">盈利能力</p><p>近年来，不盈利但正在成长的公司比成熟且盈利的公司更受青睐。通常，从增长到价值或相反的循环每2-5年发生一次，这完全不足为奇。从历史上看，就业绩而言，在风险调整后的基础上，回报没有显著差异——这确实取决于投资的时间周期。也就是说，在过去的5年里，增长远远超过价值——确切地说是105%。这是我从Vanguard's Growth ETF 与Vanguard's Value ETF 的5年业绩图中推导出来的。相比之下，预计每年的异常率为5%，预计5年的异常率为28%。</p><p><img src=\"https://img.huxiucdn.com/article/content/202107/18/101608744606.png?imageView2/2/w/1000/format/png/interlace/1/q/85\"/></p><p label=\"图片备注\">资料来源:Leuthold 集团</p><p>不出所料，在过去的几年里，无利可图的公司数量和市值都在飙升。在这里，无利可图的公司总数飙升至200多家，而它们的总价值轻松超过2000年的水平，达到近2.5万亿美元（比2000年高出3倍）。当然，今天有更多的货币在流通，所以当考虑到美元的实际价值时，它们处于可比的水平。同样，无论你怎么扭曲它，股票市场上无利可图的公司的价值都有明显的异常。</p><p><img src=\"https://img.huxiucdn.com/article/content/202107/18/101609133666.png?imageView2/2/w/1000/format/png/interlace/1/q/85\"/></p><p label=\"图片备注\">资料来源:英国《金融时报》</p><p>因此，<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>利用上市的机会筹集尽可能多的资金。2021年，美国共有近900家公司上市，总融资额超过2020亿美元。之前的纪录是在2000年创下的，当时大约有600家公司敲响了警钟。更可怕的是，很大一部分IPO是通过特殊目的收购公司（SPACs）上市的。这些公司很多都是早期收购的，唯一的目标就是尽快上市。在这里，各种空白支票公司很少或没有收入，面临着通过传统首次公开募股筹集资金的更艰难的道路。</p><p label=\"大标题\">今天的泡沫</p><p>坦率地说，今天的泡沫与2000年的泡沫有着根本的不同，尽管有着惊人的相似之处。可以说，互联网泡沫纯粹围绕着互联网股票。如今，泡沫要广泛得多，从被注销的老行业到消费科技，都集中在网络安全上。这是有道理的，考虑到网络安全是一个快速发展的行业，未来的赢家有可能获得数十亿的收益。这同样适用于电子商务、金融科技、云计算、基因编辑和其他主要的未来行业。</p><p><img src=\"https://img.huxiucdn.com/article/content/202107/18/101611618394.png?imageView2/2/w/1000/format/png/interlace/1/q/85\"/></p><p label=\"图片备注\">由YCharts提供的数据</p><p>这让我想到了我的下一张图表:早期互联网时代的高飞星与今天的云计算星的交易倍数相似（经货币变化调整后）。然而，早期的市场领导者往往会在新兴行业中失去竞争优势，一些研究人员称之为“先进入市场，先失败。”在这里，早期进入者通常会埋葬最大的市场和技术不确定性。</p><p>换句话说，还没有人知道我们的新行业会是什么样子，消费趋势会如何发展。例如，脸书是第10家社交网络公司，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>是第12家搜索引擎等。因此，今天最有前途的公司不太可能是10年后最有前途的公司。因此，从长期来看，目前的估值能否得到支持是值得怀疑的。</p><p>这就是我想介绍<a href=\"https://laohu8.com/S/CSCO\">思科</a>1999年的例子。当时，这家占据主导地位的互联网公司一度成为世界上最有价值的公司，市值高达5690亿美元。当然，考虑到思科令人印象深刻的增长率和正在改变世界的万亿美元产业，当时的市场并不疯狂。</p><p>摘自思科 1999 年年度报告：</p><p>“思科预测互联网将改变我们工作、生活、娱乐和学习的方式。截至1999年7月31日的财政年度，思科公布的收入为121.5亿美元，比1998财年的84.9亿美元增长了43%。该年度净收入为21亿美元，即每股普通股0.62美元，而1998财政年度净收入为13.5亿美元，即每股普通股0.42美元。</p><p>现在，在思科估值最高时，该股的市盈率约为35倍，考虑到毛利率和增长率，这相当于今天的估值。与每一个新行业一样，竞争最终夺走了思科的市场份额，压低了增长率，导致其股价连续下跌87%。尽管股价有所回升，但思科股价仍比22年后的历史高点低约33%。</p><p>“思科可以成为最安全的网络游戏”——彭博社1999</p><p>同样，这并不一定意味着同样的事情会发生在今天的明星股身上。毕竟，像<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和<a href=\"https://laohu8.com/S/MSFT\">微软</a>这样的早期赢家最终会复苏，现在的交易价格远高于互联网泡沫水平。然而，今天的明星股不太可能都是明天的明星。</p><p label=\"大标题\">通货膨胀</p><p>可以说，通货膨胀是当今市场最大的投资风险之一。有人预计，一旦经济开始复苏，消费者支出飙升，通胀就会抬头。在这方面，6月份消费者价格指数上涨了5.4%，为2008年8月以来的最高水平。这远高于5月份报告的5%的涨幅，也高于经济学家最初预测的4.9%的涨幅。这挑战了美联储的希望，即伴随经济重新开放而来的通胀压力的爆发将是暂时的。此前，投资者和经济学家仔细研究了美联储激进的财政和货币政策。</p><p><img src=\"https://img.huxiucdn.com/article/content/202107/18/101612972912.png?imageView2/2/w/1000/format/png/interlace/1/q/85\"/></p><p label=\"图片备注\">来源:推特</p><p>财政和货币政策通常是泡沫产生的驱动因素，同时也是泡沫毁灭的原因。例如，2000年，美联储数次加息；这些行为被认为导致了网络泡沫的破裂。有趣的是，在美联储加息后，股市最初出现反弹。如果我们进行比较，今天可以在科技股，尤其是成长股中观察到类似的价格走势。在这方面，自5月份以来，知名企业的股价已经上涨了50%或更多，尽管美联储警告称，随着估值继续攀升，利率可能会上升，资产价格可能会“大幅下跌”。</p><p><img src=\"https://img.huxiucdn.com/article/content/202107/18/101613988984.png?imageView2/2/w/1000/format/png/interlace/1/q/85\"/></p><p label=\"图片备注\">由YCharts提供的数据</p><p>尽管如此，美联储主席吉姆·布拉德预计第一次加息最早将于2022年到来，这甚至快于2023年首次加息的共识预期。3月早些时候，官员们最初表示，他们认为至少在2024年之前不会增加。换句话说，在几个月的时间里，加息的时间表已经提前了两年。因此，接下来的几个月对于确定时间表将向哪个方向转变至关重要。目前看来，更有可能是之前的日期。</p><p label=\"大标题\">大型科技股呢？</p><p>问题仍然是，大型科技股在显著回调期间是否会受到同样严重的影响。有趣的是，除了<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和微软，包括脸书、亚马逊和奈飞在内的FAANG成员在业绩方面一直落后，这反映在给定的估值中。在知名科技巨头中，只有苹果和微软的每一项重要指标都出现了显著的估值增长。在这里，苹果的市盈率和市盈率在过去5年里分别从10倍增长到32倍和2.5倍增长到7.5倍，增长了近两倍。这些都是历史估值水平，令微软和Alphabet的估值扩张相形见绌，这两家公司的盈利能力多年来一直在增长。然而，应该注意的是，由于股票回购，苹果的市净率不成比例地上升。</p><p><img src=\"https://img.huxiucdn.com/article/content/202107/18/101614545661.png?imageView2/2/w/1000/format/png/interlace/1/q/85\"/></p><p label=\"图片备注\">由YCharts提供的数据</p><p>另一方面，脸书和亚马逊没有观察到明显的估值扩张，这可能与监管审查和整体转向高增长股票有关。因此，由于它们的市场贝塔系数低于前面提到的其他科技股，这些股票至少在某种程度上可以作为避风港。然而，市场的全面下跌将导致每只科技股的短期疲软，无论是否被低估。然而，在过去五年的涨势中表现不佳的股票，在低迷时期更有可能表现出色。此外，大型科技公司对更高的通胀不太敏感，因为它们将从现金储备中赚取更高的利息。</p><p label=\"大标题\">所以呢？</p><p>股市总是由两种矛盾的情绪驱动:恐惧和乐观。在过去几年里，乐观情绪显然主导了增长和技术市场，产生了令人印象深刻的回报，并普遍优于稳定但盈利的公司。然而，对于许多高增长公司来说，估值增长超过了业务增长，这使得各种股票似乎越来越被高估。虽然未来科技的加速发展可以支撑更高的估值，但2000年科技泡沫惊人的相似性让我对今天的市场环境越来越谨慎。</p><p>不管有没有泡沫，许多图表都指出了估值的显著异常，从长期来看，公司很难证明这种估值是合理的。更重要的是，通胀不断上升的供暖经济将迫使美联储提高利率，以防止经济收缩。</p><p>尽管如此，投资者可以通过转投相对表现不佳的稳定价值股或大型科技公司来保护自己。每种保险的问题是，你只在发生事故时才得到赔付，这是非常确切的。毕竟，高增长股票的估值可能会继续上升，那些没有投资的股票将错失潜在收益。另一个可行的选择可能是循环回到现金，但同样的优先问题适用于这里。即使是那些决定做空股票的人也必须小心，因为市场上不存在上行上限。</p><p>这就是我想阐述我的论文风险的地方:首先，通胀可能比预期更快稳定下来，这将把潜在的加息推回到2024年或更晚。在这种情况下，资金将继续保持廉价，这将支持更高的估值和总体增长市场。其次，如今公司的规模可能会变得更快，使得与早年相比的历史估值变得不那么重要。最后，鉴于增长率和管理层摆脱长期竞争的能力，我可能低估了这一点。尽管如此，考虑到估值的各种不确定性，我目前更担心而不是乐观。</p><p><span label=\"备注\">本文来自微信公众号：</span><span>美股研究社（ID：meigushe）</span><span>，作者：美股研究社</span></p></body></html>","source":"highlight_huxiu","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>美股大崩盘迫在眉睫</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美股大崩盘迫在眉睫\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-18 10:22 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.huxiu.com/article/441923.html><strong>虎嗅</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本文来自微信公众号：美股研究社（ID：meigushe），作者：Main Street Investor，编译：美股研究社，原文标题：《大崩盘迫在眉睫》摘要货币政策的持续宽松使各种股票膨胀到2000年互联网泡沫时期的水平。泡沫相对集中，不一定对整个市场构成威胁。虽然很明显，这与历史估值标准有很大偏差，但估值可能会继续上升（至少在短期内）。这篇文章并不意味着散布恐惧，我的假设很可能是错误的。关于我们...</p>\n\n<a href=\"https://www.huxiu.com/article/441923.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.huxiucdn.com/article/cover/202107/18/102136926165.jpg?imageView2/1/w/720/h/405/|imageMogr2/strip/interlace/1/quality/85/format/jpg","relate_stocks":{"QID":"纳指两倍做空ETF","CSCO":"思科","SDOW":"道指三倍做空ETF-ProShares","DXD":"道指两倍做空ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","QLD":"纳指两倍做多ETF","QNETCN":"纳斯达克中美互联网老虎指数","DDM":"道指两倍做多ETF","QQQ":"纳指100ETF","TTTN":"老虎中美互联网巨头ETF","PSQ":"纳指反向ETF","SQQQ":"纳指三倍做空ETF","UDOW":"道指三倍做多ETF-ProShares","DJX":"1/100道琼斯","TQQQ":"纳指三倍做多ETF","DOG":"道指反向ETF"},"source_url":"https://www.huxiu.com/article/441923.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2152684534","content_text":"本文来自微信公众号：美股研究社（ID：meigushe），作者：Main Street Investor，编译：美股研究社，原文标题：《大崩盘迫在眉睫》摘要货币政策的持续宽松使各种股票膨胀到2000年互联网泡沫时期的水平。泡沫相对集中，不一定对整个市场构成威胁。虽然很明显，这与历史估值标准有很大偏差，但估值可能会继续上升（至少在短期内）。这篇文章并不意味着散布恐惧，我的假设很可能是错误的。关于我们是否处于另一个科技泡沫的讨论似乎已经持续了很多年。呼吁“十年崩溃”的文章和新闻被谴责为散布恐惧，没有什么实质内容。毕竟，科技股一直在上涨。现在，总的来说，我也不太担心最好的估值，因为我们社会的技术基本面太强了。然而，在疫情期间发生了很多变化，这让我重新思考我的观点。由于疫情关闭了世界各地的经济，并导致经济大幅收缩，联邦银行通过刺激支票、赠款、贷款等形式向经济注入数万亿美元来应对。结果，新的流动性立即反映在股票和其他市场工具上。资料来源:彭博社在本文中，我想展示一些图表来加强我的论点，上面的图表是第一个。纳斯达克100指数可能是跟踪科技市场最常见的指数，尽管它只包括盈利和大盘股科技股。平均而言，该指数目前的市销率为5.7倍，这是2001年初互联网泡沫开始破裂后该指数最后一次看到的水平。值得注意的是，在泡沫最严重的时候，这一比例为7.5倍，比现在高30%左右。尽管如此，过去20年的估值中位数一直大幅下降，约为3.5倍。当然，可以说，由于技术使用的增加，或许还有更高的增长率，如今技术应该得到更高的估值。然而，技术估值是否应该比5年前的2016年高出近100%，当时的技术整合水平与今天相当吗？盈利能力近年来，不盈利但正在成长的公司比成熟且盈利的公司更受青睐。通常，从增长到价值或相反的循环每2-5年发生一次，这完全不足为奇。从历史上看，就业绩而言，在风险调整后的基础上，回报没有显著差异——这确实取决于投资的时间周期。也就是说，在过去的5年里，增长远远超过价值——确切地说是105%。这是我从Vanguard's Growth ETF 与Vanguard's Value ETF 的5年业绩图中推导出来的。相比之下，预计每年的异常率为5%，预计5年的异常率为28%。资料来源:Leuthold 集团不出所料，在过去的几年里，无利可图的公司数量和市值都在飙升。在这里，无利可图的公司总数飙升至200多家，而它们的总价值轻松超过2000年的水平，达到近2.5万亿美元（比2000年高出3倍）。当然，今天有更多的货币在流通，所以当考虑到美元的实际价值时，它们处于可比的水平。同样，无论你怎么扭曲它，股票市场上无利可图的公司的价值都有明显的异常。资料来源:英国《金融时报》因此，创业公司利用上市的机会筹集尽可能多的资金。2021年，美国共有近900家公司上市，总融资额超过2020亿美元。之前的纪录是在2000年创下的，当时大约有600家公司敲响了警钟。更可怕的是，很大一部分IPO是通过特殊目的收购公司（SPACs）上市的。这些公司很多都是早期收购的，唯一的目标就是尽快上市。在这里，各种空白支票公司很少或没有收入，面临着通过传统首次公开募股筹集资金的更艰难的道路。今天的泡沫坦率地说，今天的泡沫与2000年的泡沫有着根本的不同，尽管有着惊人的相似之处。可以说，互联网泡沫纯粹围绕着互联网股票。如今，泡沫要广泛得多，从被注销的老行业到消费科技，都集中在网络安全上。这是有道理的，考虑到网络安全是一个快速发展的行业，未来的赢家有可能获得数十亿的收益。这同样适用于电子商务、金融科技、云计算、基因编辑和其他主要的未来行业。由YCharts提供的数据这让我想到了我的下一张图表:早期互联网时代的高飞星与今天的云计算星的交易倍数相似（经货币变化调整后）。然而，早期的市场领导者往往会在新兴行业中失去竞争优势，一些研究人员称之为“先进入市场，先失败。”在这里，早期进入者通常会埋葬最大的市场和技术不确定性。换句话说，还没有人知道我们的新行业会是什么样子，消费趋势会如何发展。例如，脸书是第10家社交网络公司，谷歌是第12家搜索引擎等。因此，今天最有前途的公司不太可能是10年后最有前途的公司。因此，从长期来看，目前的估值能否得到支持是值得怀疑的。这就是我想介绍思科1999年的例子。当时，这家占据主导地位的互联网公司一度成为世界上最有价值的公司，市值高达5690亿美元。当然，考虑到思科令人印象深刻的增长率和正在改变世界的万亿美元产业，当时的市场并不疯狂。摘自思科 1999 年年度报告：“思科预测互联网将改变我们工作、生活、娱乐和学习的方式。截至1999年7月31日的财政年度，思科公布的收入为121.5亿美元，比1998财年的84.9亿美元增长了43%。该年度净收入为21亿美元，即每股普通股0.62美元，而1998财政年度净收入为13.5亿美元，即每股普通股0.42美元。现在，在思科估值最高时，该股的市盈率约为35倍，考虑到毛利率和增长率，这相当于今天的估值。与每一个新行业一样，竞争最终夺走了思科的市场份额，压低了增长率，导致其股价连续下跌87%。尽管股价有所回升，但思科股价仍比22年后的历史高点低约33%。“思科可以成为最安全的网络游戏”——彭博社1999同样，这并不一定意味着同样的事情会发生在今天的明星股身上。毕竟，像亚马逊和微软这样的早期赢家最终会复苏，现在的交易价格远高于互联网泡沫水平。然而，今天的明星股不太可能都是明天的明星。通货膨胀可以说，通货膨胀是当今市场最大的投资风险之一。有人预计，一旦经济开始复苏，消费者支出飙升，通胀就会抬头。在这方面，6月份消费者价格指数上涨了5.4%，为2008年8月以来的最高水平。这远高于5月份报告的5%的涨幅，也高于经济学家最初预测的4.9%的涨幅。这挑战了美联储的希望，即伴随经济重新开放而来的通胀压力的爆发将是暂时的。此前，投资者和经济学家仔细研究了美联储激进的财政和货币政策。来源:推特财政和货币政策通常是泡沫产生的驱动因素，同时也是泡沫毁灭的原因。例如，2000年，美联储数次加息；这些行为被认为导致了网络泡沫的破裂。有趣的是，在美联储加息后，股市最初出现反弹。如果我们进行比较，今天可以在科技股，尤其是成长股中观察到类似的价格走势。在这方面，自5月份以来，知名企业的股价已经上涨了50%或更多，尽管美联储警告称，随着估值继续攀升，利率可能会上升，资产价格可能会“大幅下跌”。由YCharts提供的数据尽管如此，美联储主席吉姆·布拉德预计第一次加息最早将于2022年到来，这甚至快于2023年首次加息的共识预期。3月早些时候，官员们最初表示，他们认为至少在2024年之前不会增加。换句话说，在几个月的时间里，加息的时间表已经提前了两年。因此，接下来的几个月对于确定时间表将向哪个方向转变至关重要。目前看来，更有可能是之前的日期。大型科技股呢？问题仍然是，大型科技股在显著回调期间是否会受到同样严重的影响。有趣的是，除了苹果和微软，包括脸书、亚马逊和奈飞在内的FAANG成员在业绩方面一直落后，这反映在给定的估值中。在知名科技巨头中，只有苹果和微软的每一项重要指标都出现了显著的估值增长。在这里，苹果的市盈率和市盈率在过去5年里分别从10倍增长到32倍和2.5倍增长到7.5倍，增长了近两倍。这些都是历史估值水平，令微软和Alphabet的估值扩张相形见绌，这两家公司的盈利能力多年来一直在增长。然而，应该注意的是，由于股票回购，苹果的市净率不成比例地上升。由YCharts提供的数据另一方面，脸书和亚马逊没有观察到明显的估值扩张，这可能与监管审查和整体转向高增长股票有关。因此，由于它们的市场贝塔系数低于前面提到的其他科技股，这些股票至少在某种程度上可以作为避风港。然而，市场的全面下跌将导致每只科技股的短期疲软，无论是否被低估。然而，在过去五年的涨势中表现不佳的股票，在低迷时期更有可能表现出色。此外，大型科技公司对更高的通胀不太敏感，因为它们将从现金储备中赚取更高的利息。所以呢？股市总是由两种矛盾的情绪驱动:恐惧和乐观。在过去几年里，乐观情绪显然主导了增长和技术市场，产生了令人印象深刻的回报，并普遍优于稳定但盈利的公司。然而，对于许多高增长公司来说，估值增长超过了业务增长，这使得各种股票似乎越来越被高估。虽然未来科技的加速发展可以支撑更高的估值，但2000年科技泡沫惊人的相似性让我对今天的市场环境越来越谨慎。不管有没有泡沫，许多图表都指出了估值的显著异常，从长期来看，公司很难证明这种估值是合理的。更重要的是，通胀不断上升的供暖经济将迫使美联储提高利率，以防止经济收缩。尽管如此，投资者可以通过转投相对表现不佳的稳定价值股或大型科技公司来保护自己。每种保险的问题是，你只在发生事故时才得到赔付，这是非常确切的。毕竟，高增长股票的估值可能会继续上升，那些没有投资的股票将错失潜在收益。另一个可行的选择可能是循环回到现金，但同样的优先问题适用于这里。即使是那些决定做空股票的人也必须小心，因为市场上不存在上行上限。这就是我想阐述我的论文风险的地方:首先，通胀可能比预期更快稳定下来，这将把潜在的加息推回到2024年或更晚。在这种情况下，资金将继续保持廉价，这将支持更高的估值和总体增长市场。其次，如今公司的规模可能会变得更快，使得与早年相比的历史估值变得不那么重要。最后，鉴于增长率和管理层摆脱长期竞争的能力，我可能低估了这一点。尽管如此，考虑到估值的各种不确定性，我目前更担心而不是乐观。本文来自微信公众号：美股研究社（ID：meigushe），作者：美股研究社","news_type":1},"isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142223542,"gmtCreate":1626154482186,"gmtModify":1703754441627,"author":{"id":"3577331412124275","authorId":"3577331412124275","authorIdStr":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577331412124275"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>strongest stock","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>strongest stock","text":"$NIO Inc.(NIO)$strongest stock","images":[{"img":"https://static.tigerbbs.com/aaa81d830696848b2e8764048d63b66b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/151928936","isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":116283625,"gmtCreate":1622803872767,"gmtModify":1704191490693,"author":{"id":"3577331412124275","authorId":"3577331412124275","authorIdStr":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577331412124275"},"themes":[],"htmlText":"PLTR macd cross..","listText":"PLTR macd cross..","text":"PLTR macd cross..","images":[{"img":"https://static.tigerbbs.com/9345e450f3820187f47d6670b1c6dba7","width":"1080","height":"2288"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/116283625","isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":358145528,"gmtCreate":1616676307764,"gmtModify":1704797262080,"author":{"id":"3577331412124275","authorId":"3577331412124275","authorIdStr":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577331412124275"},"themes":[],"htmlText":"Shd continue buy or wait and see?&nbsp;","listText":"Shd continue buy or wait and see?&nbsp;","text":"Shd continue buy or wait and see?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358145528","repostId":"2122417067","repostType":2,"repost":{"id":"2122417067","pubTimestamp":1616674504,"share":"https://ttm.financial/m/news/2122417067?lang=&edition=fundamental","pubTime":"2021-03-25 20:15","market":"us","language":"zh","title":"传iPhone 12 mini猛砍单，三星或躺赚苹果赔款","url":"https://stock-news.laohu8.com/highlight/detail?id=2122417067","media":"智东西","summary":"因为作为iPhone 12 mini显示器的唯一制造商，三星的OLED屏订单连带出现明显不足。如果今年罚款成立，这将是继iPhone 12 mini销售不佳后对苹果的又一打击。销量下降，一大原因是iPhone 12 mini表现低迷。苹果迷你机型的需求降低，使得苹果将在今年1至6月iPhone 12系列的生产目标下调至7500万部，降幅达20%。分析师称，下一代iPhone 13系列将于9月第三周发布。","content":"<html><body><article><p><strong>智东西（公众号：zhidxcom）</strong></p><p><strong>编译 |</strong>熊大宝</p><p><strong>编辑 |</strong>李水青</p><p>智东西3月25日消息，近日，业内人士在接受韩国《韩国先驱报》（koreaherald）采访时透露，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>很可能因iPhone 12 mini销量不佳对<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>进行赔偿。因为作为iPhone 12 mini显示器的唯一制造商，三星的OLED屏订单连带出现明显不足。</p><p>据了解，为获得更低的产品价格，苹果会与供应商签订相关协议以规定最低采购量。如未达到约定的采购量，苹果便需要支付一定数额的罚款。而三星对苹果的往年罚款都与iPhone销量下降相关。</p><p>如果今年罚款成立，这将是继iPhone 12 mini销售不佳后对苹果的又一打击。正如最近所披露的，三星显示器在2021年初面临着巨大的销量下滑，苹果可能因此再一次受到处罚。</p><p>这将是多年来，三星第三次因苹果没有按原计划订购而对其处罚——2019年，苹果被罚款6.83亿美元，2020年，苹果不得不向三星支付9.5亿美元。2019年，苹果受罚究其原因是iPhone X的销售速度严重下滑、iPhone XS需求低于预期等，当时苹果的解决方案是为新款iPad Pro和MacBook Pro配备OLED屏幕，以“消化”订单。2020年则因受新冠疫情影响，苹果关闭了大量线下门店，导致iPhone销量低于预期。</p><p>根据市场研究公司Omdia本月早些时候发布的一份报告，三星显示器2021年1月份的OLED面板出货量下降了9%，达到4500万台。销量下降，一大原因是iPhone 12 mini表现低迷。苹果迷你机型的需求降低，使得苹果将在今年1至6月iPhone 12系列的生产目标下调至7500万部，降幅达20%。</p><p>目前，还没有关于苹果对三星赔偿的具体金额的消息，但这笔赔偿并没有阻止苹果未来再生产一款iPhone迷你智能机。</p><p>事实上，已经有几份报告证实：一款5.4英寸的iPhone 13 mini正在与标准的6.1英寸机型和Pro-Max品牌的6.7英寸机型即将推出。</p><p>分析师称，下一代iPhone 13系列将于9月第三周发布。这意味着具体消息应该会在一周前发布，可能是9月7日。</p><p>来源：PhoneArena</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>传iPhone 12 mini猛砍单，三星或躺赚苹果赔款</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传iPhone 12 mini猛砍单，三星或躺赚苹果赔款\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-25 20:15 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103252016187b6fdbaf&s=b><strong>智东西</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智东西（公众号：zhidxcom）编译 |熊大宝编辑 |李水青智东西3月25日消息，近日，业内人士在接受韩国《韩国先驱报》（koreaherald）采访时透露，苹果很可能因iPhone 12 mini销量不佳对三星进行赔偿。因为作为iPhone 12 mini显示器的唯一制造商，三星的OLED屏订单连带出现明显不足。据了解，为获得更低的产品价格，苹果会与供应商签订相关协议以规定最低采购量。如未达到...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103252016187b6fdbaf&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d74793caf6cedd95061ea268ab811c20","relate_stocks":{"SMSN.UK":"三星","09086":"华夏纳指-U","03086":"华夏纳指","AAPL":"苹果"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103252016187b6fdbaf&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2122417067","content_text":"智东西（公众号：zhidxcom）编译 |熊大宝编辑 |李水青智东西3月25日消息，近日，业内人士在接受韩国《韩国先驱报》（koreaherald）采访时透露，苹果很可能因iPhone 12 mini销量不佳对三星进行赔偿。因为作为iPhone 12 mini显示器的唯一制造商，三星的OLED屏订单连带出现明显不足。据了解，为获得更低的产品价格，苹果会与供应商签订相关协议以规定最低采购量。如未达到约定的采购量，苹果便需要支付一定数额的罚款。而三星对苹果的往年罚款都与iPhone销量下降相关。如果今年罚款成立，这将是继iPhone 12 mini销售不佳后对苹果的又一打击。正如最近所披露的，三星显示器在2021年初面临着巨大的销量下滑，苹果可能因此再一次受到处罚。这将是多年来，三星第三次因苹果没有按原计划订购而对其处罚——2019年，苹果被罚款6.83亿美元，2020年，苹果不得不向三星支付9.5亿美元。2019年，苹果受罚究其原因是iPhone X的销售速度严重下滑、iPhone XS需求低于预期等，当时苹果的解决方案是为新款iPad Pro和MacBook Pro配备OLED屏幕，以“消化”订单。2020年则因受新冠疫情影响，苹果关闭了大量线下门店，导致iPhone销量低于预期。根据市场研究公司Omdia本月早些时候发布的一份报告，三星显示器2021年1月份的OLED面板出货量下降了9%，达到4500万台。销量下降，一大原因是iPhone 12 mini表现低迷。苹果迷你机型的需求降低，使得苹果将在今年1至6月iPhone 12系列的生产目标下调至7500万部，降幅达20%。目前，还没有关于苹果对三星赔偿的具体金额的消息，但这笔赔偿并没有阻止苹果未来再生产一款iPhone迷你智能机。事实上，已经有几份报告证实：一款5.4英寸的iPhone 13 mini正在与标准的6.1英寸机型和Pro-Max品牌的6.7英寸机型即将推出。分析师称，下一代iPhone 13系列将于9月第三周发布。这意味着具体消息应该会在一周前发布，可能是9月7日。来源：PhoneArena","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":860985330,"gmtCreate":1632121971520,"gmtModify":1676530705016,"author":{"id":"3577331412124275","authorId":"3577331412124275","authorIdStr":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577331412124275"},"themes":[],"htmlText":"Yes keep holding the AMD","listText":"Yes keep holding the AMD","text":"Yes keep holding the AMD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/860985330","repostId":"2168570102","repostType":2,"repost":{"id":"2168570102","pubTimestamp":1631894400,"share":"https://ttm.financial/m/news/2168570102?lang=&edition=fundamental","pubTime":"2021-09-18 00:00","market":"us","language":"en","title":"The 1 Value Stock I'm Buying Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2168570102","media":"Motley Fool","summary":"A new CEO is aiming to revitalize the aging chip company.","content":"<html><body><span>\n<p>Semiconductor manufacturer <strong>Intel</strong> <span>(NASDAQ:INTC)</span> was asleep at the wheel as rival <strong>Advanced Micro Devices </strong><span>(NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>)</span> rose from the dead. AMD's products were terrible from 2011 through 2017, built on a failed architecture that came nowhere close to competing with Intel. But that changed in 2017 with the launch of AMD's Zen-based processors. AMD is now on the fourth generation of Zen, and its chips have surpassed Intel on essentially every metric.</p>\n<p>It's clear that Intel underestimated the threat AMD posed. Chronic manufacturing problems for Intel, the rapid progress of third-party foundries like <strong>Taiwan Semiconductor</strong> <span>(NYSE:TSM)</span>, and better product designs from AMD converged to propel AMD back into a competitive position in the CPU market. It wasn't long ago that Intel had seemingly insurmountable architecture and manufacturing leads over AMD. Now it has neither.</p>\n<div><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F643297%2Fcpu-semiconductor.jpg&amp;w=700&amp;op=resize\" srcset=\"https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/643297/cpu-semiconductor.jpg&amp;w=300&amp;op=resize 300w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/643297/cpu-semiconductor.jpg&amp;w=1000&amp;op=resize 1000w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/643297/cpu-semiconductor.jpg&amp;w=2000&amp;op=resize 2000w\"/>\n<p>Image source: Getty Images.</p>\n</div>\n<h2>Betting big on manufacturing</h2>\n<p>This may sound like an argument <em>against</em> buying Intel stock. There are certainly plenty of reasons to stay away from the lumbering chip giant. But Intel, led by new CEO Pat Gelsinger, has made some bold decisions that have set the stage for an epic comeback.</p>\n<p>Earlier this year, an activist hedge fund called on Intel to spin off its manufacturing business. Given Intel's struggles on the manufacturing front, this didn't seem like that bad of an idea on the surface. Getting out of manufacturing would allow Intel to focus solely on chip design, outsourcing the extremely expensive business of making bleeding-edge chips to third parties. Both AMD and <strong><a href=\"https://laohu8.com/S/IBM\">IBM</a></strong> have done exactly that in the past 12 years.</p>\n<p>Contract manufacturer TSMC plans to spend $100 billion over the next three years on capital expenditures. <strong>Samsung</strong> plans to dump $151 billion through 2030 on non-memory chip manufacturing. The cost of entry into the world of leading-edge chip manufacturing is astronomical. It would cost Intel a fortune to regain its manufacturing lead.</p><div></div>\n<p>The easy thing for Intel to do would be to get out of manufacturing. Under Gelsinger, Intel is doing the opposite. Not only will the company keep making its own chips, but it's serious about making chips for other companies as well. Intel wants to be a major player in the foundry market, offering U.S.-based manufacturing capacity at a time when the semiconductor industry depends heavily on TSMC.</p>\n<p>Executing Gelsinger's strategy won't be cheap. In March, Intel announced a $20 billion investment in two new fabs in Arizona to support its own products and its new foundry business. The company also plans to pour as much as $95 billion into new facilities in Europe over the next decade, and reports in July suggested that Intel was in serious talks to acquire GlobalFoundries for around $30 billion.</p>\n<p>\"There will be consolidation in the industry. That trend will continue, and I expect that we're going to be a consolidator,\" Gelsinger said in an interview in August with the <em>Wall Street Journal</em>.</p>\n<h2>It's time to buy Intel stock</h2>\n<p>There's a global shortage of semiconductor manufacturing capacity, and it could last for years. TSMC's share of the contract manufacturing market is around 60%, and the company has become incredibly profitable. TSMC generated around $4.8 billion of net income in the second quarter alone.</p><div></div>\n<p>I think it's a reasonable bet that this situation isn't sustainable. It seems fragile given where relations are between the U.S. and China. I think U.S. and European semiconductor manufacturing capacity is going to be valuable in the coming years, and Intel is in the best position to offer it. Intel may even manage to snag some government subsidies to help fund new factories.</p>\n<p>It will take years for Intel's plan to become a leading foundry to play out. Profits will come under pressure as the company ramps up its spending. But the opportunity is enormous. The foundry industry generated $85 billion of revenue in 2020, and that number will almost certainly rise as an increasing number of products and devices contain an increasing number of chips.</p>\n<p>A successful foundry business will help Intel justify the massive spending needed to keep up with the likes of TSMC. That will benefit its own chip business, where it's looking to win back some of the market share it's lost to AMD.</p>\n<p>Intel's forward price-to-earnings ratio sits at about 11, so Intel stock is certainly a bargain based on current earnings. But the reason to invest in Intel is its future potential. It won't be a quick process, but Intel's bottom line has the potential to soar as Gelsinger remakes the company.</p><div></div>\n<div></div>\n</span></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The 1 Value Stock I'm Buying Right Now</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\">\nThe 1 Value Stock I'm Buying Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-18 00:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/18/the-1-value-stock-im-buying-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Semiconductor manufacturer Intel (NASDAQ:INTC) was asleep at the wheel as rival Advanced Micro Devices (NASDAQ:AMD) rose from the dead. AMD's products were terrible from 2011 through 2017, built on a ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/18/the-1-value-stock-im-buying-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2021/09/18/the-1-value-stock-im-buying-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2168570102","content_text":"Semiconductor manufacturer Intel (NASDAQ:INTC) was asleep at the wheel as rival Advanced Micro Devices (NASDAQ:AMD) rose from the dead. AMD's products were terrible from 2011 through 2017, built on a failed architecture that came nowhere close to competing with Intel. But that changed in 2017 with the launch of AMD's Zen-based processors. AMD is now on the fourth generation of Zen, and its chips have surpassed Intel on essentially every metric.\nIt's clear that Intel underestimated the threat AMD posed. Chronic manufacturing problems for Intel, the rapid progress of third-party foundries like Taiwan Semiconductor (NYSE:TSM), and better product designs from AMD converged to propel AMD back into a competitive position in the CPU market. It wasn't long ago that Intel had seemingly insurmountable architecture and manufacturing leads over AMD. Now it has neither.\n\nImage source: Getty Images.\n\nBetting big on manufacturing\nThis may sound like an argument against buying Intel stock. There are certainly plenty of reasons to stay away from the lumbering chip giant. But Intel, led by new CEO Pat Gelsinger, has made some bold decisions that have set the stage for an epic comeback.\nEarlier this year, an activist hedge fund called on Intel to spin off its manufacturing business. Given Intel's struggles on the manufacturing front, this didn't seem like that bad of an idea on the surface. Getting out of manufacturing would allow Intel to focus solely on chip design, outsourcing the extremely expensive business of making bleeding-edge chips to third parties. Both AMD and IBM have done exactly that in the past 12 years.\nContract manufacturer TSMC plans to spend $100 billion over the next three years on capital expenditures. Samsung plans to dump $151 billion through 2030 on non-memory chip manufacturing. The cost of entry into the world of leading-edge chip manufacturing is astronomical. It would cost Intel a fortune to regain its manufacturing lead.\nThe easy thing for Intel to do would be to get out of manufacturing. Under Gelsinger, Intel is doing the opposite. Not only will the company keep making its own chips, but it's serious about making chips for other companies as well. Intel wants to be a major player in the foundry market, offering U.S.-based manufacturing capacity at a time when the semiconductor industry depends heavily on TSMC.\nExecuting Gelsinger's strategy won't be cheap. In March, Intel announced a $20 billion investment in two new fabs in Arizona to support its own products and its new foundry business. The company also plans to pour as much as $95 billion into new facilities in Europe over the next decade, and reports in July suggested that Intel was in serious talks to acquire GlobalFoundries for around $30 billion.\n\"There will be consolidation in the industry. That trend will continue, and I expect that we're going to be a consolidator,\" Gelsinger said in an interview in August with the Wall Street Journal.\nIt's time to buy Intel stock\nThere's a global shortage of semiconductor manufacturing capacity, and it could last for years. TSMC's share of the contract manufacturing market is around 60%, and the company has become incredibly profitable. TSMC generated around $4.8 billion of net income in the second quarter alone.\nI think it's a reasonable bet that this situation isn't sustainable. It seems fragile given where relations are between the U.S. and China. I think U.S. and European semiconductor manufacturing capacity is going to be valuable in the coming years, and Intel is in the best position to offer it. Intel may even manage to snag some government subsidies to help fund new factories.\nIt will take years for Intel's plan to become a leading foundry to play out. Profits will come under pressure as the company ramps up its spending. But the opportunity is enormous. The foundry industry generated $85 billion of revenue in 2020, and that number will almost certainly rise as an increasing number of products and devices contain an increasing number of chips.\nA successful foundry business will help Intel justify the massive spending needed to keep up with the likes of TSMC. That will benefit its own chip business, where it's looking to win back some of the market share it's lost to AMD.\nIntel's forward price-to-earnings ratio sits at about 11, so Intel stock is certainly a bargain based on current earnings. But the reason to invest in Intel is its future potential. It won't be a quick process, but Intel's bottom line has the potential to soar as Gelsinger remakes the company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887204519,"gmtCreate":1632038056231,"gmtModify":1676530691232,"author":{"id":"3577331412124275","authorId":"3577331412124275","authorIdStr":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577331412124275"},"themes":[],"htmlText":"Tq","listText":"Tq","text":"Tq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/887204519","repostId":"2168550312","repostType":2,"repost":{"id":"2168550312","pubTimestamp":1632036600,"share":"https://ttm.financial/m/news/2168550312?lang=&edition=fundamental","pubTime":"2021-09-19 15:30","market":"fut","language":"zh","title":"美国拟再捐5亿剂辉瑞疫苗! 拜登将办峰会呼吁世界一年内为70%人口完成接种","url":"https://stock-news.laohu8.com/highlight/detail?id=2168550312","media":"FX168","summary":"FX168财经报社(香港)讯 周日（9月19日），据两位知情人士透露，拜登政府正在与辉瑞公司谈判，再购买5亿剂新冠疫苗以捐赠给其他国家，这将使美国计划捐赠的疫苗数达到11.5亿剂。\n　　美国政府与辉瑞谈判的消息出台...","content":"<html><body><div>\n<div><p>FX168财经报社(香港)讯 周日（9月19日），据两位知情人士透露，拜登政府正在与<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>公司谈判，再购买5亿剂新冠疫苗以捐赠给其他国家，这将使美国计划捐赠的疫苗数达到11.5亿剂。</p><p>美国政府与辉瑞谈判的消息出台之际，白宫宣布拜登将在下周的联合国大会会议期间，举办全球大流行峰会，并利用这次峰会来说服其他国家搁置国内需求，转而专心向依赖疫苗捐赠的贫穷国家提供疫苗。</p><p>拜登的冠状病毒应对协调员杰夫·齐恩茨(Jeff Zients)拒绝提供谈判的具体细节，只表示如何帮助最需要帮助的国家，将是联合国会议上的“一个重要话题”。</p><p>白宫官员表示，拜登希望向其他国家传达的信息是，美国不能也不应该单独行动，所有国家都应该兑现现有承诺。</p><p>与此同时，拜登因计划向已完全接种疫苗的美国人提供加强剂而受到抨击，因为许多贫穷国家的公民甚至还没有接种第一剂疫苗。周五，美国食品和药物管理局(FDA)的一个科学咨询委员会建议，只有年龄在65岁以上，或有严重感染风险的人群，才需要在接种第二剂辉瑞疫苗的至少六个月后注射加强剂。</p><p>拜登计划在周三召开的峰会，将是为解决冠状病毒危机所举行的最大规模国家元首会议，白宫官员表示，拜登将为致力于结束新冠大流行的人和团体“提供一个更大的平台”，制药商、慈善家和非政府组织都将被邀请参加峰会。</p><p>官员们称确切的目标和细节仍在讨论中，但白宫本周早些时候向峰会受邀者发送了一份文件草案，呼吁到明年9月联合国再次召开会议时，全球70%的人口都必须接种疫苗。</p><p>专家估计，要实现对冠状病毒的广泛全球免疫，需要110亿剂疫苗，美国已经承诺向国外运送超过6亿剂疫苗，并正在努力扩大国内和海外的制造规模。</p><p>但全球健康专家表示，光有捐赠是不够的，他们希望拜登能在许多其他国家建立制造中心，并敦促疫苗制造商分享他们的技术。</p></div>\n<div></div>\n<div>\n<div>\n<ul>\n<li>\n\n                                                    拜登\n                                                \n</li>\n<li>\n\n                                                    美国\n                                                \n</li>\n<li>\n\n                                                    新冠肺炎\n                                                \n</li>\n</ul>\n</div>\n<div>\n<div>\n<div>分享</div>\n<div>\n<div>  </div>\n</div>\n</div>\n<div>\n</div>\n</div>\n</div>\n</div></body></html>","source":"fxdaily_fut","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>美国拟再捐5亿剂辉瑞疫苗! 拜登将办峰会呼吁世界一年内为70%人口完成接种</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国拟再捐5亿剂辉瑞疫苗! 拜登将办峰会呼吁世界一年内为70%人口完成接种\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-19 15:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://news.fx168.com/politics/2109/5358578.shtml><strong>FX168</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>FX168财经报社(香港)讯 周日（9月19日），据两位知情人士透露，拜登政府正在与辉瑞公司谈判，再购买5亿剂新冠疫苗以捐赠给其他国家，这将使美国计划捐赠的疫苗数达到11.5亿剂。美国政府与辉瑞谈判的消息出台之际，白宫宣布拜登将在下周的联合国大会会议期间，举办全球大流行峰会，并利用这次峰会来说服其他国家搁置国内需求，转而专心向依赖疫苗捐赠的贫穷国家提供疫苗。拜登的冠状病毒应对协调员杰夫·齐恩茨(...</p>\n\n<a href=\"https://news.fx168.com/politics/2109/5358578.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://news.fx168.com/politics/2109/W020210919558334573317.jpg","relate_stocks":{"PFE":"辉瑞"},"source_url":"https://news.fx168.com/politics/2109/5358578.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2168550312","content_text":"FX168财经报社(香港)讯 周日（9月19日），据两位知情人士透露，拜登政府正在与辉瑞公司谈判，再购买5亿剂新冠疫苗以捐赠给其他国家，这将使美国计划捐赠的疫苗数达到11.5亿剂。美国政府与辉瑞谈判的消息出台之际，白宫宣布拜登将在下周的联合国大会会议期间，举办全球大流行峰会，并利用这次峰会来说服其他国家搁置国内需求，转而专心向依赖疫苗捐赠的贫穷国家提供疫苗。拜登的冠状病毒应对协调员杰夫·齐恩茨(Jeff Zients)拒绝提供谈判的具体细节，只表示如何帮助最需要帮助的国家，将是联合国会议上的“一个重要话题”。白宫官员表示，拜登希望向其他国家传达的信息是，美国不能也不应该单独行动，所有国家都应该兑现现有承诺。与此同时，拜登因计划向已完全接种疫苗的美国人提供加强剂而受到抨击，因为许多贫穷国家的公民甚至还没有接种第一剂疫苗。周五，美国食品和药物管理局(FDA)的一个科学咨询委员会建议，只有年龄在65岁以上，或有严重感染风险的人群，才需要在接种第二剂辉瑞疫苗的至少六个月后注射加强剂。拜登计划在周三召开的峰会，将是为解决冠状病毒危机所举行的最大规模国家元首会议，白宫官员表示，拜登将为致力于结束新冠大流行的人和团体“提供一个更大的平台”，制药商、慈善家和非政府组织都将被邀请参加峰会。官员们称确切的目标和细节仍在讨论中，但白宫本周早些时候向峰会受邀者发送了一份文件草案，呼吁到明年9月联合国再次召开会议时，全球70%的人口都必须接种疫苗。专家估计，要实现对冠状病毒的广泛全球免疫，需要110亿剂疫苗，美国已经承诺向国外运送超过6亿剂疫苗，并正在努力扩大国内和海外的制造规模。但全球健康专家表示，光有捐赠是不够的，他们希望拜登能在许多其他国家建立制造中心，并敦促疫苗制造商分享他们的技术。\n\n\n\n\n\n\n                                                    拜登\n                                                \n\n\n\n                                                    美国\n                                                \n\n\n\n                                                    新冠肺炎\n                                                \n\n\n\n\n\n分享","news_type":1},"isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815050728,"gmtCreate":1630631616564,"gmtModify":1676530360594,"author":{"id":"3577331412124275","authorId":"3577331412124275","authorIdStr":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577331412124275"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>&nbsp;AMD second option of nvidia","listText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>&nbsp;AMD second option of nvidia","text":"$AMD(AMD)$ AMD second option of nvidia","images":[{"img":"https://static.tigerbbs.com/5666804053c08b14ffec1b3260581103","width":"1200","height":"2133"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/815050728","isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":151928936,"gmtCreate":1625062109125,"gmtModify":1703735179251,"author":{"id":"3577331412124275","authorId":"3577331412124275","authorIdStr":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577331412124275"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>strongest stock","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>strongest stock","text":"$NIO Inc.(NIO)$strongest stock","images":[{"img":"https://static.tigerbbs.com/aaa81d830696848b2e8764048d63b66b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/151928936","isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9030855177,"gmtCreate":1645691616135,"gmtModify":1676534054046,"author":{"id":"3577331412124275","authorId":"3577331412124275","authorIdStr":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577331412124275"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/U 20220715 115.0 CALL\">$U 20220715 115.0 CALL$</a>Unity high price from&nbsp;197 being drop to 93 is time to plan for call option..await for next 2 quarter result out&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/U 20220715 115.0 CALL\">$U 20220715 115.0 CALL$</a>Unity high price from&nbsp;197 being drop to 93 is time to plan for call option..await for next 2 quarter result out&nbsp;","text":"$U 20220715 115.0 CALL$Unity high price from 197 being drop to 93 is time to plan for call option..await for next 2 quarter result out","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030855177","isVote":1,"tweetType":1,"viewCount":931,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885146695,"gmtCreate":1631770034817,"gmtModify":1676530631134,"author":{"id":"3577331412124275","authorId":"3577331412124275","authorIdStr":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577331412124275"},"themes":[],"htmlText":"Not a good sign","listText":"Not a good sign","text":"Not a good sign","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/885146695","repostId":"2167515918","repostType":2,"repost":{"id":"2167515918","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1631762280,"share":"https://ttm.financial/m/news/2167515918?lang=&edition=fundamental","pubTime":"2021-09-16 11:18","market":"hk","language":"en","title":"In addition to bitcoin, AMC will soon accept other cryptocurrencies for purchases","url":"https://stock-news.laohu8.com/highlight/detail?id=2167515918","media":"Dow Jones","summary":"MW In addition to bitcoin, AMC will soon accept other cryptocurrencies for purchases\n\n\n  By Mike Mur","content":"<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW In addition to bitcoin, AMC will soon accept other cryptocurrencies for purchases\n</p>\n<p>\n  By Mike Murphy \n</p>\n<p>\n  CEO says Ethereum, Litecoin, Bitcoin Cash will also be accepted for ticket and concession purchases by year's end \n</p>\n<p>\n  AMC on Wednesday expanded the range of cryptocurrencies it soon plans to accept for movie-ticket and concession purchases. \n</p>\n<p>\n  In its second-quarter earnings report in August, AMC Entertainment Holdings Inc. <a href=\"https://laohu8.com/S/AMC\">$(AMC)$</a>, the nation's largest movie-theater chain, announced it would accept bitcoin  for online ticket and concession purchases before the end of this year. In a tweet Wednesday, AMC Chief Executive Adam Aron said Ethereum , Litecoin  and Bitcoin Cash  will also be accepted. \n</p>\n<p>\n  During the August earnings call, Aron said AMC will also accept payments through Apple Inc.'s <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> Apple Pay and Alphabet's <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>(GOOGL) Google Pay by year's end. \n</p>\n<p>\n  A growing number of companies are accepting bitcoin and other cryptocurrencies as payment, including <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings Inc. (PYPL) and Square Inc. <a href=\"https://laohu8.com/S/SQ\">$(SQ)$</a>. Earlier this year, Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> made a splash after announcing it would accept bitcoin for payments, then halted those plans in May after CEO Elon Musk raised concerns about crypto mining's effects on global energy usage. \n</p>\n<p>\n  AMC shares are up an astounding 2,100% year to date, thanks to the meme-stock frenzy earlier this year, though they have slumped 15% over the past three months. \n</p>\n<p>\n  -Mike Murphy \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  September 15, 2021 23:18 ET (03:18 GMT)\n</p>\n<p>\n  Copyright (c) 2021 Dow Jones &amp; Company, Inc.\n</p>\n</font></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>In addition to bitcoin, AMC will soon accept other cryptocurrencies for purchases</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\">\nIn addition to bitcoin, AMC will soon accept other cryptocurrencies for purchases\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-09-16 11:18</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW In addition to bitcoin, AMC will soon accept other cryptocurrencies for purchases\n</p>\n<p>\n  By Mike Murphy \n</p>\n<p>\n  CEO says Ethereum, Litecoin, Bitcoin Cash will also be accepted for ticket and concession purchases by year's end \n</p>\n<p>\n  AMC on Wednesday expanded the range of cryptocurrencies it soon plans to accept for movie-ticket and concession purchases. \n</p>\n<p>\n  In its second-quarter earnings report in August, AMC Entertainment Holdings Inc. <a href=\"https://laohu8.com/S/AMC\">$(AMC)$</a>, the nation's largest movie-theater chain, announced it would accept bitcoin  for online ticket and concession purchases before the end of this year. In a tweet Wednesday, AMC Chief Executive Adam Aron said Ethereum , Litecoin  and Bitcoin Cash  will also be accepted. \n</p>\n<p>\n  During the August earnings call, Aron said AMC will also accept payments through Apple Inc.'s <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> Apple Pay and Alphabet's <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>(GOOGL) Google Pay by year's end. \n</p>\n<p>\n  A growing number of companies are accepting bitcoin and other cryptocurrencies as payment, including <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings Inc. (PYPL) and Square Inc. <a href=\"https://laohu8.com/S/SQ\">$(SQ)$</a>. Earlier this year, Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> made a splash after announcing it would accept bitcoin for payments, then halted those plans in May after CEO Elon Musk raised concerns about crypto mining's effects on global energy usage. \n</p>\n<p>\n  AMC shares are up an astounding 2,100% year to date, thanks to the meme-stock frenzy earlier this year, though they have slumped 15% over the past three months. \n</p>\n<p>\n  -Mike Murphy \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  September 15, 2021 23:18 ET (03:18 GMT)\n</p>\n<p>\n  Copyright (c) 2021 Dow Jones &amp; Company, Inc.\n</p>\n</font></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","CRCT":"Cricut, Inc.","AMC":"AMC院线","TERN":"Terns Pharmaceuticals, Inc."},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2167515918","content_text":"MW In addition to bitcoin, AMC will soon accept other cryptocurrencies for purchases\n\n\n  By Mike Murphy \n\n\n  CEO says Ethereum, Litecoin, Bitcoin Cash will also be accepted for ticket and concession purchases by year's end \n\n\n  AMC on Wednesday expanded the range of cryptocurrencies it soon plans to accept for movie-ticket and concession purchases. \n\n\n  In its second-quarter earnings report in August, AMC Entertainment Holdings Inc. $(AMC)$, the nation's largest movie-theater chain, announced it would accept bitcoin  for online ticket and concession purchases before the end of this year. In a tweet Wednesday, AMC Chief Executive Adam Aron said Ethereum , Litecoin  and Bitcoin Cash  will also be accepted. \n\n\n  During the August earnings call, Aron said AMC will also accept payments through Apple Inc.'s $(AAPL)$ Apple Pay and Alphabet's $(GOOGL)$(GOOGL) Google Pay by year's end. \n\n\n  A growing number of companies are accepting bitcoin and other cryptocurrencies as payment, including PayPal Holdings Inc. (PYPL) and Square Inc. $(SQ)$. Earlier this year, Tesla Inc. $(TSLA)$ made a splash after announcing it would accept bitcoin for payments, then halted those plans in May after CEO Elon Musk raised concerns about crypto mining's effects on global energy usage. \n\n\n  AMC shares are up an astounding 2,100% year to date, thanks to the meme-stock frenzy earlier this year, though they have slumped 15% over the past three months. \n\n\n  -Mike Murphy \n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n  September 15, 2021 23:18 ET (03:18 GMT)\n\n\n  Copyright (c) 2021 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886672547,"gmtCreate":1631590128089,"gmtModify":1676530584096,"author":{"id":"3577331412124275","authorId":"3577331412124275","authorIdStr":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577331412124275"},"themes":[],"htmlText":"I'm expecting&nbsp;","listText":"I'm expecting&nbsp;","text":"I'm expecting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/886672547","repostId":"2167536095","repostType":2,"repost":{"id":"2167536095","pubTimestamp":1631589556,"share":"https://ttm.financial/m/news/2167536095?lang=&edition=fundamental","pubTime":"2021-09-14 11:19","market":"us","language":"zh","title":"无人期待苹果新手机","url":"https://stock-news.laohu8.com/highlight/detail?id=2167536095","media":"道总有理","summary":"明天苹果秋季发布会就要召开了。\n如果是在数年之前，此时此刻，社交平台上隐藏着的科技迷们应该已经开始激动地搓手跺脚了。从去年iPhone 12发布被人无比嫌弃之后，果粉圈里有关“十三香”的段子就从来没有","content":"<p><img src=\"https://static.tigerbbs.com/63699741fcb66cba960dc652be1322c8\" tg-width=\"800\" tg-height=\"450\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>明天<a href=\"https://laohu8.com/S/AAPL\">苹果</a>秋季发布会就要召开了。</p>\n<p>如果是在数年之前，此时此刻，社交平台上隐藏着的科技迷们应该已经开始激动地搓手跺脚了。从去年iPhone 12发布被人无比嫌弃之后，果粉圈里有关“十三香”的段子就从来没有消停过。</p>\n<p>就像是开一个等了很久的盲盒，伴随着网络上各种各样的猜想与曝光，终于距离真正狂欢没剩几天了。不管消费者什么态度，反正苹果是准备一雪前耻了。据悉，因为苹果对“十三阿哥”寄予厚望，就连国内众多电子制造大厂也跟着兴奋起来。</p>\n<p>有媒体报道，从6月中旬开始，富士康每天新入职的员工超过一万人，流水线工人的基本工资一度从6000涨至12000元；鸿海与蓝思也在今年几次提高员工奖金，流水线工人的工资也高达10000元。</p>\n<p>兴奋似乎是应该的，纵观整个科技圈，果粉的疯狂有目共睹。曾经iPhone 4S、iPhone 5、iPhone 6等几代机型推出之际，大量用户都在苹果线下的Apple Store里疯狂排队的景象还历历在目，北京的三里屯、上海的南<a href=\"https://laohu8.com/S/JD\">京东</a>路无一辛免。</p>\n<p>可是现在，苹果的盛况已成过往。眼看发布时间近在咫尺，社交网络上却是一场吐槽大会，诸如“没什么新鲜的东西了”、“苹果现在就处理器值得购买，其它还不如现在的安卓机。”、“年年猜刘海年年猜不对”此类的评论随处可见。</p>\n<p>十三到底香不香尚未不得而知，但消费者明显冷静得让苹果“瑟瑟发抖”。</p>\n<h2>一面无人期待一面恩宠不减</h2>\n<p>“What happened to you？”估计这是果粉最想对苹果说的一句话。到底还有没有人期待苹果手机，这是一个谁也没有资格妄加揣测的问题，但是从现实情况来讲，这几年苹果的确有些卖不动了。</p>\n<p>早在2016年，苹果就发布了十三年以来最难看的一份财报，尤其是库克苦心孤诣周旋的大中华区，当年苹果在大中华区第二财季营业收入为124.8亿美元，同比下滑26%，环比下滑32%；总营收为505.57亿美元，比去年同期下滑13%。随后几年，再无巅峰。</p>\n<p>最可叹英雄迟暮，这个劲爆的消息一度让苹果霸占了各大科技新闻的头条，因为彼时苹果手机的销量就略显惫态，财报数据显示，2016年苹果第二财季，共售出5119万部iPhone，比年同期的6117万部下滑32%；iPhone的营收为328.57亿美元，比去年同期的40.282亿美元下滑18%。</p>\n<p>这不是偶然现象，至少接下来的几年里，苹果的表现也没有很争气。2018年第三季度，苹果在中国的智能手机市场的份额从2017年10%下降到9%，整体出货量更是下降了17%。2019年前4个月里，iPhone在中国市场的销量同比平均大幅下滑了66％。</p>\n<p>然而，值得一提的是，不止中国市场，这几年苹果就像是中了一个魔咒，曾经的神话正在全球范围内褪色。根据Canalys发布的最新市场调研数据显示：2019年第一季度iPhone在北美市场的销量为1460万台，相较去年同期的1790万台跌幅高达19%。</p>\n<p>过了这么多年，苹果新机几乎从未缺席，但能打的却依旧是以前的老款，多少次，苹果想要凭借新机挽回一些巨头的尊严，现实都比想象中更加残酷。以2018年被苹果视为“救命稻草”的iPhone XR为例。</p>\n<p>苹果有多重视iPhone XR？在iPhone XR上市的时候以旧换新的活动相比去年同期增长了将近50%，旧手机最多可以抵2000多元。可就在价格力度这么大的前提下，iPhone XR还是很惨淡，整个11月份在国内的销量不到60万台，远远低于去年的iPhone 8系列，甚至影响掉了苹果的股价。</p>\n<p>新手机卖不动，但老款的人气持续居高不下。根据闲鱼平台发布的数据显示，保值率最高的10款手机中，前三名都是iPhone，其中，2017年发布的iPhoneX保值率73%；iPhone 8 Plus是61%；iPhone 8 62%。</p>\n<p><img src=\"https://static.tigerbbs.com/5596a17e651f5d64a550c8c6f45ce424\" tg-width=\"865\" tg-height=\"477\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>尤其是iPhone 8，即便是已经过了好几年，iPhone 8的热度丝毫不输任何一款新机。此前苏宁宣布iPhone降价，单天iPhone8 系列销售增长460%。在过半人口用着 iPhone 的美国，41% 还是 iPhone 6s 或者更老的机型。事实上，苹果的新机比不过经典老款是有目共睹的。</p>\n<p>一个很明显的现象是，苹果手机用户的换机频率远低于安卓手机。另一方面，回忆自乔布斯逝世后的历年iPhone发布会，不难发现一个魔咒似的舆论规律：发布会后的产品总会被许多人吐槽苹果没有了创新。</p>\n<p>诸如万年不变的5V1A；经年不变的小容量电池；逐渐“落后”的手机拍照；与乔布斯美学相悖的手机设计都引起了大量忠实果粉的不满。即将发布的iPhone13也被诟病为“科技以换壳为主”，“用颜色来区分上一代”。</p>\n<p>但苹果真的失去创新能力了吗？其实也不尽然。根据苹果公司此前公开的招聘数据来看，7000多个公开招聘表中，硬件工程招聘岗位占比 34%，软件工程招聘岗位占比 28%，两者的招聘占比超过整体岗位数量的6成。</p>\n<p>只是不管怎么说，外部激流变化的科技环境已经将消费者养得越来越挑剔，越来越刁钻，苹果头顶的科技光环正在慢慢变淡。</p>\n<h2>果粉的情怀不值钱了？</h2>\n<p>在以往的科技圈，任何一个质疑苹果的问题在果粉的眼里就是无理取闹的存在，MobData研究院发布的2018年第三季度数据报告看，果粉忠诚度高居首位。他们打心眼里崇拜乔布斯，这也不是没有理由，谁都无法否然苹果在科技领域的地位。</p>\n<p>但如今，曾经矢志不渝的果粉似乎有些动摇了。从2018年苹果发布iPhone XS时，尴尬的刘海屏就成了一众果粉脱粉的最佳理由。有数据显示，早在2018年，就不断有苹果的拥趸者“流失”，尤其是国产手机大幅度崛起。</p>\n<p>调查统计，有5.2%的男性苹果爱好者与10.4%的女性苹果爱好者由苹果转向了华为，而也有4.8%的男性苹果爱好者与8%的女性苹果爱好者被OPPO吸引。果粉的忠诚度在日渐下降。据QuestMobile数据，截至2019年6份，在中国市场，华米OV的市场份额已经扩大到了65.7%。</p>\n<p>具体来看会更加直观，2019年，由iOS换至iOS的用户占比为54%，2018年同期是6.8%。反观安卓，iOS换至安卓的用户占比为46%，2018年同期是43.2%，其中有27.8%的iOS用户转向了华为。</p>\n<p>另一方面，安卓换至iOS的用户占比为18.9%，2018年同期是21.2%；安卓换至安卓的用户占比为81.1%，去年同期为78.8%，此消彼长的背后，苹果尴尬的处境一览无余。有意思的是，虽说很多忠实果粉渐渐对苹果变得失望，但也不乏对苹果开始感兴趣的“新果粉”。</p>\n<p>比如消费话语权不可小觑的Z时代年轻人。2019年的iPhone11可以说是被吐槽的最严重的一款新机，除了不支持5G之外，老果粉简直把11骂了一个狗血淋头。可骂归骂，魔幻的是，iPhone11系列在京东的预售期间，预售总量相比去年增长了惊人的480%。</p>\n<p>销量与评价的极大反差一度令人费解，然而细究下来，这其中是果粉群体在悄然发生变化。据悉，iPhone11成交用户里超过9成都是年轻人，30-39岁用户占比为32.44%，而16-19岁用户占比高达59.17%。</p>\n<p>《中国00后互联网学习行为报告》，报告显示，对比苹果与安卓手机的出货量后发现，我国00后苹果手机占有普及率是成人的2倍。</p>\n<p>00后俨然成了新一代苹果的追捧者，<a href=\"https://laohu8.com/S/BIDU\">百度</a>搜索数据显示，近年来00后对iPhone手机的关注度已经超过了90后。尽管在老一代果粉的心里，苹果对新机的创新微不足道，但花里胡哨的颜色创新倒是深受00后喜爱。百度发布的一份关于00后智能手机及APP使用习惯研究报告显示，00后选购智能机时最为关注的因素是外观。</p>\n<p>今年的iPhone13继续将“颜色游戏”进行到底，赤橙黄绿青蓝紫……年轻人对颜色价值的要求堪比<a href=\"https://laohu8.com/S/605199\">葫芦娃</a>。可惜这届果粉的热情未必会让苹果高枕无忧，我们一贯的意识里会觉得苹果用户是高消费人群，但2018年MobData发布一项调查结果，相比华为与小米等国产手机，苹果用户的经济情况反而没有想象中那么好。</p>\n<p><img src=\"https://static.tigerbbs.com/4c309861b3bb7289ae95d69e8c423dc8\" tg-width=\"1280\" tg-height=\"640\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>特别是没有什么固定收入来源的00后，他们基本还未完全走出校园，还有调查显示，爱好苹果的Z时代其实有47%是分期付款购买的苹果手机。罗振宇就曾在2018年跨年演讲中提到过，现在00后的人均存款是2570元，人均零花钱为500元/月。换句话说，00后的消费能力实际上没有外界宣扬得那么高。</p>\n<p>老一代果粉开始嫌弃苹果了，但新生代的果粉却还没有成为苹果真正的目标客户群。</p>\n<p>另一方面，这届果粉似乎不像上一届前辈那样无限崇拜乔布斯，崇拜苹果文化，是个不折不扣的科技发烧友。00后喜欢苹果手机无非就是冲着品牌带来的消费优越感，有的甚至不知道苹果是哪个国家的品牌。</p>\n<p>00后不懂乔布斯，果粉的情怀延续到如今，肉眼可见的越来越“廉价”。但随着年轻人制霸消费市场，无论他们消费观怎么样，能掏钱的就是上 帝。时至今日，几乎没有不屈服于年轻人的品牌，苹果也不例外。</p>\n<p>Z时代不研究科技，苹果就把自己玩成了“奇迹果果”，各种色号都来一套。00后还没赚钱，京东、苏宁、天猫等各大电商平台就在苹果官方的通知和授权下，纷纷开启了手机降价大潮。果粉变了，苹果也卑微了。</p>\n<h2>苹果失去竞争力了吗？</h2>\n<p>库克是典型的“中国迷”，自从上任以来，库克几乎每年都会来一趟中国之旅。三年前，库克站在黄浦江对岸，拍了一张上海外滩的夜景，并上传到了自己的社交账号，配文是用中文拼音打出了一句“海纳百川”，这一年，库克总共来了中国三趟。</p>\n<p>可惜“海纳百川”在商业世界里就是一个童话，华为、小米、OPPO、VIVO每一家都不给自家市场海纳百川的机会。根据市场调研机构IDC发布的最新手机季度跟踪报告显示，中国智能机整体市场出货量在近几年都出现不同程度的下滑，其中国产供应商华为与OV三家都实现了增长，苹果的出货量却在不断下滑。</p>\n<p>《2018-2019年中国新势能人群App接触行为报告》显示，华为和苹果在受调查人群中的占比为4成，其中华为占据22%，苹果为20%，其次是OV、小米及荣耀。国产手机的强势无疑给海外品牌造成了不可估量的压力。</p>\n<p>不止苹果，据信通院的数据显示，2019年7月份，中国市场销售手机2867.6万部，国产手机品牌销售了2588.7万部、占有市场的份额为90.3%，这意味着苹果和<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>合计占有的市场份额只有9.7%。</p>\n<p>2018年四个季度，苹果的出货量同比下降了20%，国内市场前五大手机厂商，苹果排名倒数第一。抛开国货滤镜不谈，消费者对苹果的态度是一年比一年消极，押不中的刘海屏、被其他品牌不停追赶的拍照摄像技术、没有赶上的5G……每一项都能成为压死果粉的最后一根“稻草”。</p>\n<p>在京东电商平台，苹果iPhone 11的好评度仅94%，主要问题集中在信号差，发烫严重等，而国产手机的好评度，通常在98%左右。值得一提的是，走出中国以外的市场，全球出货量排名第三到第五的手机供应商均为中国企业。</p>\n<p>华为一度以6050万的出货量直逼苹果，同比上涨43.9%，市场占比达16.1%，从市场份额角度来看，华为位居第二；OPPO和小米分列第四第五；小米横扫印度市场。这对苹果而言无疑都是致命的，毕竟手机市场是苹果的命根子，过去四年，苹果有超过 60% 收入来自 iPhone、超过 65% 的毛利来自 iPhone、超过 80% 数字服务收入来自 iPhone。</p>\n<p><img src=\"https://static.tigerbbs.com/a3d5f3ef1779fe74ee7ae78cd50bce62\" tg-width=\"690\" tg-height=\"319\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>一旦真的从手机市场的神坛上走下来，苹果注定要“吐血”，但冷静下来看，苹果真的失去竞争力了？答案未必那么肯定。至少在硬件时代还没有过去之前，苹果该有的地位依旧难以撼动。另外，尽管在公开的销量数据上，苹果的确有所趋弱。</p>\n<p>可最关键的销售额或利润方面，苹果的表现还是亮眼的。2020年iPhone一季度的销售额为289.62亿美元，Counterpoint公布过2019年第三季度的数据，苹果的利润高达80亿美元，占行业66%，几乎是国产手机四大品牌的总和，就连销量长期第一的三星也只有20亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/4debebb00cdc2e17d23a0bcc2ac3769a\" tg-width=\"500\" tg-height=\"270\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>总而言之，属于国产手机的时代确实已经来了，但属于苹果的时代还没有过去。只是，曾经狂热的果粉熬夜派对的盛况，已经越来越少了。</p>","source":"36kr_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>无人期待苹果新手机</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ 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class=\"title\">\n无人期待苹果新手机\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-14 11:19 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1397711516681347><strong>道总有理</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>明天苹果秋季发布会就要召开了。\n如果是在数年之前，此时此刻，社交平台上隐藏着的科技迷们应该已经开始激动地搓手跺脚了。从去年iPhone 12发布被人无比嫌弃之后，果粉圈里有关“十三香”的段子就从来没有消停过。\n就像是开一个等了很久的盲盒，伴随着网络上各种各样的猜想与曝光，终于距离真正狂欢没剩几天了。不管消费者什么态度，反正苹果是准备一雪前耻了。据悉，因为苹果对“十三阿哥”寄予厚望，就连国内众多电子...</p>\n\n<a href=\"https://36kr.com/p/1397711516681347\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4c309861b3bb7289ae95d69e8c423dc8","relate_stocks":{"AAPL":"苹果"},"source_url":"https://36kr.com/p/1397711516681347","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2167536095","content_text":"明天苹果秋季发布会就要召开了。\n如果是在数年之前，此时此刻，社交平台上隐藏着的科技迷们应该已经开始激动地搓手跺脚了。从去年iPhone 12发布被人无比嫌弃之后，果粉圈里有关“十三香”的段子就从来没有消停过。\n就像是开一个等了很久的盲盒，伴随着网络上各种各样的猜想与曝光，终于距离真正狂欢没剩几天了。不管消费者什么态度，反正苹果是准备一雪前耻了。据悉，因为苹果对“十三阿哥”寄予厚望，就连国内众多电子制造大厂也跟着兴奋起来。\n有媒体报道，从6月中旬开始，富士康每天新入职的员工超过一万人，流水线工人的基本工资一度从6000涨至12000元；鸿海与蓝思也在今年几次提高员工奖金，流水线工人的工资也高达10000元。\n兴奋似乎是应该的，纵观整个科技圈，果粉的疯狂有目共睹。曾经iPhone 4S、iPhone 5、iPhone 6等几代机型推出之际，大量用户都在苹果线下的Apple Store里疯狂排队的景象还历历在目，北京的三里屯、上海的南京东路无一辛免。\n可是现在，苹果的盛况已成过往。眼看发布时间近在咫尺，社交网络上却是一场吐槽大会，诸如“没什么新鲜的东西了”、“苹果现在就处理器值得购买，其它还不如现在的安卓机。”、“年年猜刘海年年猜不对”此类的评论随处可见。\n十三到底香不香尚未不得而知，但消费者明显冷静得让苹果“瑟瑟发抖”。\n一面无人期待一面恩宠不减\n“What happened to you？”估计这是果粉最想对苹果说的一句话。到底还有没有人期待苹果手机，这是一个谁也没有资格妄加揣测的问题，但是从现实情况来讲，这几年苹果的确有些卖不动了。\n早在2016年，苹果就发布了十三年以来最难看的一份财报，尤其是库克苦心孤诣周旋的大中华区，当年苹果在大中华区第二财季营业收入为124.8亿美元，同比下滑26%，环比下滑32%；总营收为505.57亿美元，比去年同期下滑13%。随后几年，再无巅峰。\n最可叹英雄迟暮，这个劲爆的消息一度让苹果霸占了各大科技新闻的头条，因为彼时苹果手机的销量就略显惫态，财报数据显示，2016年苹果第二财季，共售出5119万部iPhone，比年同期的6117万部下滑32%；iPhone的营收为328.57亿美元，比去年同期的40.282亿美元下滑18%。\n这不是偶然现象，至少接下来的几年里，苹果的表现也没有很争气。2018年第三季度，苹果在中国的智能手机市场的份额从2017年10%下降到9%，整体出货量更是下降了17%。2019年前4个月里，iPhone在中国市场的销量同比平均大幅下滑了66％。\n然而，值得一提的是，不止中国市场，这几年苹果就像是中了一个魔咒，曾经的神话正在全球范围内褪色。根据Canalys发布的最新市场调研数据显示：2019年第一季度iPhone在北美市场的销量为1460万台，相较去年同期的1790万台跌幅高达19%。\n过了这么多年，苹果新机几乎从未缺席，但能打的却依旧是以前的老款，多少次，苹果想要凭借新机挽回一些巨头的尊严，现实都比想象中更加残酷。以2018年被苹果视为“救命稻草”的iPhone XR为例。\n苹果有多重视iPhone XR？在iPhone XR上市的时候以旧换新的活动相比去年同期增长了将近50%，旧手机最多可以抵2000多元。可就在价格力度这么大的前提下，iPhone XR还是很惨淡，整个11月份在国内的销量不到60万台，远远低于去年的iPhone 8系列，甚至影响掉了苹果的股价。\n新手机卖不动，但老款的人气持续居高不下。根据闲鱼平台发布的数据显示，保值率最高的10款手机中，前三名都是iPhone，其中，2017年发布的iPhoneX保值率73%；iPhone 8 Plus是61%；iPhone 8 62%。\n\n尤其是iPhone 8，即便是已经过了好几年，iPhone 8的热度丝毫不输任何一款新机。此前苏宁宣布iPhone降价，单天iPhone8 系列销售增长460%。在过半人口用着 iPhone 的美国，41% 还是 iPhone 6s 或者更老的机型。事实上，苹果的新机比不过经典老款是有目共睹的。\n一个很明显的现象是，苹果手机用户的换机频率远低于安卓手机。另一方面，回忆自乔布斯逝世后的历年iPhone发布会，不难发现一个魔咒似的舆论规律：发布会后的产品总会被许多人吐槽苹果没有了创新。\n诸如万年不变的5V1A；经年不变的小容量电池；逐渐“落后”的手机拍照；与乔布斯美学相悖的手机设计都引起了大量忠实果粉的不满。即将发布的iPhone13也被诟病为“科技以换壳为主”，“用颜色来区分上一代”。\n但苹果真的失去创新能力了吗？其实也不尽然。根据苹果公司此前公开的招聘数据来看，7000多个公开招聘表中，硬件工程招聘岗位占比 34%，软件工程招聘岗位占比 28%，两者的招聘占比超过整体岗位数量的6成。\n只是不管怎么说，外部激流变化的科技环境已经将消费者养得越来越挑剔，越来越刁钻，苹果头顶的科技光环正在慢慢变淡。\n果粉的情怀不值钱了？\n在以往的科技圈，任何一个质疑苹果的问题在果粉的眼里就是无理取闹的存在，MobData研究院发布的2018年第三季度数据报告看，果粉忠诚度高居首位。他们打心眼里崇拜乔布斯，这也不是没有理由，谁都无法否然苹果在科技领域的地位。\n但如今，曾经矢志不渝的果粉似乎有些动摇了。从2018年苹果发布iPhone XS时，尴尬的刘海屏就成了一众果粉脱粉的最佳理由。有数据显示，早在2018年，就不断有苹果的拥趸者“流失”，尤其是国产手机大幅度崛起。\n调查统计，有5.2%的男性苹果爱好者与10.4%的女性苹果爱好者由苹果转向了华为，而也有4.8%的男性苹果爱好者与8%的女性苹果爱好者被OPPO吸引。果粉的忠诚度在日渐下降。据QuestMobile数据，截至2019年6份，在中国市场，华米OV的市场份额已经扩大到了65.7%。\n具体来看会更加直观，2019年，由iOS换至iOS的用户占比为54%，2018年同期是6.8%。反观安卓，iOS换至安卓的用户占比为46%，2018年同期是43.2%，其中有27.8%的iOS用户转向了华为。\n另一方面，安卓换至iOS的用户占比为18.9%，2018年同期是21.2%；安卓换至安卓的用户占比为81.1%，去年同期为78.8%，此消彼长的背后，苹果尴尬的处境一览无余。有意思的是，虽说很多忠实果粉渐渐对苹果变得失望，但也不乏对苹果开始感兴趣的“新果粉”。\n比如消费话语权不可小觑的Z时代年轻人。2019年的iPhone11可以说是被吐槽的最严重的一款新机，除了不支持5G之外，老果粉简直把11骂了一个狗血淋头。可骂归骂，魔幻的是，iPhone11系列在京东的预售期间，预售总量相比去年增长了惊人的480%。\n销量与评价的极大反差一度令人费解，然而细究下来，这其中是果粉群体在悄然发生变化。据悉，iPhone11成交用户里超过9成都是年轻人，30-39岁用户占比为32.44%，而16-19岁用户占比高达59.17%。\n《中国00后互联网学习行为报告》，报告显示，对比苹果与安卓手机的出货量后发现，我国00后苹果手机占有普及率是成人的2倍。\n00后俨然成了新一代苹果的追捧者，百度搜索数据显示，近年来00后对iPhone手机的关注度已经超过了90后。尽管在老一代果粉的心里，苹果对新机的创新微不足道，但花里胡哨的颜色创新倒是深受00后喜爱。百度发布的一份关于00后智能手机及APP使用习惯研究报告显示，00后选购智能机时最为关注的因素是外观。\n今年的iPhone13继续将“颜色游戏”进行到底，赤橙黄绿青蓝紫……年轻人对颜色价值的要求堪比葫芦娃。可惜这届果粉的热情未必会让苹果高枕无忧，我们一贯的意识里会觉得苹果用户是高消费人群，但2018年MobData发布一项调查结果，相比华为与小米等国产手机，苹果用户的经济情况反而没有想象中那么好。\n\n特别是没有什么固定收入来源的00后，他们基本还未完全走出校园，还有调查显示，爱好苹果的Z时代其实有47%是分期付款购买的苹果手机。罗振宇就曾在2018年跨年演讲中提到过，现在00后的人均存款是2570元，人均零花钱为500元/月。换句话说，00后的消费能力实际上没有外界宣扬得那么高。\n老一代果粉开始嫌弃苹果了，但新生代的果粉却还没有成为苹果真正的目标客户群。\n另一方面，这届果粉似乎不像上一届前辈那样无限崇拜乔布斯，崇拜苹果文化，是个不折不扣的科技发烧友。00后喜欢苹果手机无非就是冲着品牌带来的消费优越感，有的甚至不知道苹果是哪个国家的品牌。\n00后不懂乔布斯，果粉的情怀延续到如今，肉眼可见的越来越“廉价”。但随着年轻人制霸消费市场，无论他们消费观怎么样，能掏钱的就是上 帝。时至今日，几乎没有不屈服于年轻人的品牌，苹果也不例外。\nZ时代不研究科技，苹果就把自己玩成了“奇迹果果”，各种色号都来一套。00后还没赚钱，京东、苏宁、天猫等各大电商平台就在苹果官方的通知和授权下，纷纷开启了手机降价大潮。果粉变了，苹果也卑微了。\n苹果失去竞争力了吗？\n库克是典型的“中国迷”，自从上任以来，库克几乎每年都会来一趟中国之旅。三年前，库克站在黄浦江对岸，拍了一张上海外滩的夜景，并上传到了自己的社交账号，配文是用中文拼音打出了一句“海纳百川”，这一年，库克总共来了中国三趟。\n可惜“海纳百川”在商业世界里就是一个童话，华为、小米、OPPO、VIVO每一家都不给自家市场海纳百川的机会。根据市场调研机构IDC发布的最新手机季度跟踪报告显示，中国智能机整体市场出货量在近几年都出现不同程度的下滑，其中国产供应商华为与OV三家都实现了增长，苹果的出货量却在不断下滑。\n《2018-2019年中国新势能人群App接触行为报告》显示，华为和苹果在受调查人群中的占比为4成，其中华为占据22%，苹果为20%，其次是OV、小米及荣耀。国产手机的强势无疑给海外品牌造成了不可估量的压力。\n不止苹果，据信通院的数据显示，2019年7月份，中国市场销售手机2867.6万部，国产手机品牌销售了2588.7万部、占有市场的份额为90.3%，这意味着苹果和三星合计占有的市场份额只有9.7%。\n2018年四个季度，苹果的出货量同比下降了20%，国内市场前五大手机厂商，苹果排名倒数第一。抛开国货滤镜不谈，消费者对苹果的态度是一年比一年消极，押不中的刘海屏、被其他品牌不停追赶的拍照摄像技术、没有赶上的5G……每一项都能成为压死果粉的最后一根“稻草”。\n在京东电商平台，苹果iPhone 11的好评度仅94%，主要问题集中在信号差，发烫严重等，而国产手机的好评度，通常在98%左右。值得一提的是，走出中国以外的市场，全球出货量排名第三到第五的手机供应商均为中国企业。\n华为一度以6050万的出货量直逼苹果，同比上涨43.9%，市场占比达16.1%，从市场份额角度来看，华为位居第二；OPPO和小米分列第四第五；小米横扫印度市场。这对苹果而言无疑都是致命的，毕竟手机市场是苹果的命根子，过去四年，苹果有超过 60% 收入来自 iPhone、超过 65% 的毛利来自 iPhone、超过 80% 数字服务收入来自 iPhone。\n\n一旦真的从手机市场的神坛上走下来，苹果注定要“吐血”，但冷静下来看，苹果真的失去竞争力了？答案未必那么肯定。至少在硬件时代还没有过去之前，苹果该有的地位依旧难以撼动。另外，尽管在公开的销量数据上，苹果的确有所趋弱。\n可最关键的销售额或利润方面，苹果的表现还是亮眼的。2020年iPhone一季度的销售额为289.62亿美元，Counterpoint公布过2019年第三季度的数据，苹果的利润高达80亿美元，占行业66%，几乎是国产手机四大品牌的总和，就连销量长期第一的三星也只有20亿美元。\n\n总而言之，属于国产手机的时代确实已经来了，但属于苹果的时代还没有过去。只是，曾经狂热的果粉熬夜派对的盛况，已经越来越少了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817948301,"gmtCreate":1630901150303,"gmtModify":1676530416494,"author":{"id":"3577331412124275","authorId":"3577331412124275","authorIdStr":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577331412124275"},"themes":[],"htmlText":"Takung Art Co Ltd (AMEX:TKAT) is trading significantly higher Wednesday on above-average volume. The stock has been seen as a way to play the NFT boom.The NFT sector has recently seen an increase in volume following Visa Inc's (NYSE: V) CryptoPunk purchase and social media mentions.Takung Art crossed 20 million in trading volume at publication time. Average volume for the stock is about 3.5 million.Takung Art operates an online electronic platform for offering and trading artwork. Through its platform, the company allows artists, dealers and owners to access a large art trading market where they can engage with a wide range of investors.The stock was one of the top three trending stocks on Stocktwits at publication time.","listText":"Takung Art Co Ltd (AMEX:TKAT) is trading significantly higher Wednesday on above-average volume. The stock has been seen as a way to play the NFT boom.The NFT sector has recently seen an increase in volume following Visa Inc's (NYSE: V) CryptoPunk purchase and social media mentions.Takung Art crossed 20 million in trading volume at publication time. Average volume for the stock is about 3.5 million.Takung Art operates an online electronic platform for offering and trading artwork. Through its platform, the company allows artists, dealers and owners to access a large art trading market where they can engage with a wide range of investors.The stock was one of the top three trending stocks on Stocktwits at publication time.","text":"Takung Art Co Ltd (AMEX:TKAT) is trading significantly higher Wednesday on above-average volume. The stock has been seen as a way to play the NFT boom.The NFT sector has recently seen an increase in volume following Visa Inc's (NYSE: V) CryptoPunk purchase and social media mentions.Takung Art crossed 20 million in trading volume at publication time. Average volume for the stock is about 3.5 million.Takung Art operates an online electronic platform for offering and trading artwork. Through its platform, the company allows artists, dealers and owners to access a large art trading market where they can engage with a wide range of investors.The stock was one of the top three trending stocks on Stocktwits at publication time.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/817948301","isVote":1,"tweetType":1,"viewCount":1117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830579930,"gmtCreate":1629085323120,"gmtModify":1676529924933,"author":{"id":"3577331412124275","authorId":"3577331412124275","authorIdStr":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577331412124275"},"themes":[],"htmlText":"Interested to this","listText":"Interested to this","text":"Interested to this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/830579930","repostId":"1165503203","repostType":4,"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322810416,"gmtCreate":1615793789235,"gmtModify":1704786546149,"author":{"id":"3577331412124275","authorId":"3577331412124275","authorIdStr":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577331412124275"},"themes":[],"htmlText":"Yes PLTR go go go","listText":"Yes PLTR go go go","text":"Yes PLTR go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/322810416","repostId":"2119961532","repostType":4,"repost":{"id":"2119961532","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1615791120,"share":"https://ttm.financial/m/news/2119961532?lang=&edition=fundamental","pubTime":"2021-03-15 14:52","market":"us","language":"en","title":"Palantir And BlackBerry: 2 Disruptors Trying To Power All Things","url":"https://stock-news.laohu8.com/highlight/detail?id=2119961532","media":"Benzinga","summary":"Palantir Technologies Inc (NYSE: PLTR) and BlackBerry Ltd (NYSE: BB) have each snagged a slew of par","content":"<p><img src=\"https://static.tigerbbs.com/c796cd6b0607fcd0852a3af4eab0f4aa\" tg-width=\"600\" tg-height=\"400\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Palantir Technologies Inc</b> (NYSE: PLTR) and <b>BlackBerry Ltd</b>&nbsp;(NYSE: BB) have each snagged a slew of partnerships over the past year, disrupting the technology space and putting them in the spotlight as true growth companies.</p>\n<p><b>What Happened:</b> Although both companies&nbsp;have been in business for years -- Palantir was founded in 2003, BlackBerry in 1984 —&nbsp;their proprietary technology has become increasingly sought after by numerous companies across many major sectors.</p>\n<p>The companies have a lot in common too. Each company's&nbsp;platforms have disrupted the technology space by changing the course of how other businesses operate. The companies they&nbsp;partner with&nbsp;plug their own technology into Palantir and BlackBerry’s platforms&nbsp;and together create&nbsp;systems that are not only user-friendly but&nbsp;also completely&nbsp;safe and secure, something both companies pride themselves on.</p>\n<p>Both companies also have a long history with the U.S. government. Through its wholly-owned subsidiary BlackBerry Government Solutions headquartered in Washington D.C., BlackBerry provides an end-to-end software stack that protects the data of nearly every federal department. More than&nbsp;70% of all federal employees use devices that are protected by BlackBerry’s crisis communication solution.</p>\n<p>Similarly, Palantir, a company that has seemed shrouded in secrecy until this year, provides software used by the U.S. Intelligence Community and the Department of Defense for counterterrorism projects. Although never officially confirmed by the company, it is widely reported that Palantir’s data-mining software was used to locate Osama Bin Laden.</p>\n<p><b>Why It Matters:</b> Recently more and more corporations, such as&nbsp;automakers, big tech companies&nbsp;and private organizations,&nbsp;have been jumping on board using&nbsp;BlackBerry and Palantir software. Both companies'&nbsp;software platforms&nbsp;can&nbsp;be used by&nbsp;a single company&nbsp;to assist in secure and safe data analytics, transfers and storage.</p>\n<p>The duo also holds partnerships with <b>Amazon.com, Inc.</b> (NASDAQ: AMZN) cloud service platform Amazon Web Services (AWS).</p>\n<p><b>BlackBerry:</b> Although BlackBerry boasts nearly two dozen different products, the three that have made the most news recently are its BlackBerry AtHoc platform and its two QNX products:&nbsp;QNX Hypervisor and QNX Real-time Operating System.</p>\n<p>On March&nbsp;9, BlackBerry announced&nbsp;it had partnered with Chinese automaker <b>Huizhou Desay SV Automotive Co Ltd</b> (SHE: 002920) to create a smart driving experience built on BlackBerry’s proprietary QNX Hypervisor system.</p>\n<p>Earlier this year BlackBerry also announced an expanded partnership with <b>Baidu Inc</b> (NASDAQ: BIDU) and with <b>Hyundai Motor Company GDR</b> (OTC: HYMTF) backed Motional, both of which use BlackBerry’s QNX software to power their systems.</p>\n<p>Blackberry also holds a partnership with <b>Microsoft Corporation</b> (NASDAQ: MSFT) which uses BlackBerry AtHoc to manage critical events on Microsoft Teams software.</p>\n<p><b>Palantir:</b> The company’s three main products are its Foundry, Gotham and Apollo platforms. On March&nbsp;11, Palantir announced a six-year partnership with Faurecia, a leading automotive technology company that will use Palantir’s Foundry platform to accelerate its digital transformation.</p>\n<p>Palantir has also partnered with mining corporation <b>Rio Tinto plc ADR</b>&nbsp;(NYSE: RIO), N95 mask producer <b><a href=\"https://laohu8.com/S/MMM\">3M</a> Co</b>&nbsp;(NYSE: MMM) and law firm <b>Akin Gump Strauss Hauer &amp; Feld</b>. All&nbsp;use Palantir’s Foundry platform for data integration.</p>\n<p><b>Why It Matters:</b> The disruptive capabilities of BlackBerry and Palantir&nbsp;have only begun to surface and investors can safely bet on more partnership announcements to come.</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>Palantir And BlackBerry: 2 Disruptors Trying To Power All Things</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\">\nPalantir And BlackBerry: 2 Disruptors Trying To Power All Things\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-03-15 14:52</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/c796cd6b0607fcd0852a3af4eab0f4aa\" tg-width=\"600\" tg-height=\"400\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Palantir Technologies Inc</b> (NYSE: PLTR) and <b>BlackBerry Ltd</b>&nbsp;(NYSE: BB) have each snagged a slew of partnerships over the past year, disrupting the technology space and putting them in the spotlight as true growth companies.</p>\n<p><b>What Happened:</b> Although both companies&nbsp;have been in business for years -- Palantir was founded in 2003, BlackBerry in 1984 —&nbsp;their proprietary technology has become increasingly sought after by numerous companies across many major sectors.</p>\n<p>The companies have a lot in common too. Each company's&nbsp;platforms have disrupted the technology space by changing the course of how other businesses operate. The companies they&nbsp;partner with&nbsp;plug their own technology into Palantir and BlackBerry’s platforms&nbsp;and together create&nbsp;systems that are not only user-friendly but&nbsp;also completely&nbsp;safe and secure, something both companies pride themselves on.</p>\n<p>Both companies also have a long history with the U.S. government. Through its wholly-owned subsidiary BlackBerry Government Solutions headquartered in Washington D.C., BlackBerry provides an end-to-end software stack that protects the data of nearly every federal department. More than&nbsp;70% of all federal employees use devices that are protected by BlackBerry’s crisis communication solution.</p>\n<p>Similarly, Palantir, a company that has seemed shrouded in secrecy until this year, provides software used by the U.S. Intelligence Community and the Department of Defense for counterterrorism projects. Although never officially confirmed by the company, it is widely reported that Palantir’s data-mining software was used to locate Osama Bin Laden.</p>\n<p><b>Why It Matters:</b> Recently more and more corporations, such as&nbsp;automakers, big tech companies&nbsp;and private organizations,&nbsp;have been jumping on board using&nbsp;BlackBerry and Palantir software. Both companies'&nbsp;software platforms&nbsp;can&nbsp;be used by&nbsp;a single company&nbsp;to assist in secure and safe data analytics, transfers and storage.</p>\n<p>The duo also holds partnerships with <b>Amazon.com, Inc.</b> (NASDAQ: AMZN) cloud service platform Amazon Web Services (AWS).</p>\n<p><b>BlackBerry:</b> Although BlackBerry boasts nearly two dozen different products, the three that have made the most news recently are its BlackBerry AtHoc platform and its two QNX products:&nbsp;QNX Hypervisor and QNX Real-time Operating System.</p>\n<p>On March&nbsp;9, BlackBerry announced&nbsp;it had partnered with Chinese automaker <b>Huizhou Desay SV Automotive Co Ltd</b> (SHE: 002920) to create a smart driving experience built on BlackBerry’s proprietary QNX Hypervisor system.</p>\n<p>Earlier this year BlackBerry also announced an expanded partnership with <b>Baidu Inc</b> (NASDAQ: BIDU) and with <b>Hyundai Motor Company GDR</b> (OTC: HYMTF) backed Motional, both of which use BlackBerry’s QNX software to power their systems.</p>\n<p>Blackberry also holds a partnership with <b>Microsoft Corporation</b> (NASDAQ: MSFT) which uses BlackBerry AtHoc to manage critical events on Microsoft Teams software.</p>\n<p><b>Palantir:</b> The company’s three main products are its Foundry, Gotham and Apollo platforms. On March&nbsp;11, Palantir announced a six-year partnership with Faurecia, a leading automotive technology company that will use Palantir’s Foundry platform to accelerate its digital transformation.</p>\n<p>Palantir has also partnered with mining corporation <b>Rio Tinto plc ADR</b>&nbsp;(NYSE: RIO), N95 mask producer <b><a href=\"https://laohu8.com/S/MMM\">3M</a> Co</b>&nbsp;(NYSE: MMM) and law firm <b>Akin Gump Strauss Hauer &amp; Feld</b>. All&nbsp;use Palantir’s Foundry platform for data integration.</p>\n<p><b>Why It Matters:</b> The disruptive capabilities of BlackBerry and Palantir&nbsp;have only begun to surface and investors can safely bet on more partnership announcements to come.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BB":"黑莓","PLTR":"Palantir Technologies Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2119961532","content_text":"Palantir Technologies Inc (NYSE: PLTR) and BlackBerry Ltd (NYSE: BB) have each snagged a slew of partnerships over the past year, disrupting the technology space and putting them in the spotlight as true growth companies.\nWhat Happened: Although both companies have been in business for years -- Palantir was founded in 2003, BlackBerry in 1984 — their proprietary technology has become increasingly sought after by numerous companies across many major sectors.\nThe companies have a lot in common too. Each company's platforms have disrupted the technology space by changing the course of how other businesses operate. The companies they partner with plug their own technology into Palantir and BlackBerry’s platforms and together create systems that are not only user-friendly but also completely safe and secure, something both companies pride themselves on.\nBoth companies also have a long history with the U.S. government. Through its wholly-owned subsidiary BlackBerry Government Solutions headquartered in Washington D.C., BlackBerry provides an end-to-end software stack that protects the data of nearly every federal department. More than 70% of all federal employees use devices that are protected by BlackBerry’s crisis communication solution.\nSimilarly, Palantir, a company that has seemed shrouded in secrecy until this year, provides software used by the U.S. Intelligence Community and the Department of Defense for counterterrorism projects. Although never officially confirmed by the company, it is widely reported that Palantir’s data-mining software was used to locate Osama Bin Laden.\nWhy It Matters: Recently more and more corporations, such as automakers, big tech companies and private organizations, have been jumping on board using BlackBerry and Palantir software. Both companies' software platforms can be used by a single company to assist in secure and safe data analytics, transfers and storage.\nThe duo also holds partnerships with Amazon.com, Inc. (NASDAQ: AMZN) cloud service platform Amazon Web Services (AWS).\nBlackBerry: Although BlackBerry boasts nearly two dozen different products, the three that have made the most news recently are its BlackBerry AtHoc platform and its two QNX products: QNX Hypervisor and QNX Real-time Operating System.\nOn March 9, BlackBerry announced it had partnered with Chinese automaker Huizhou Desay SV Automotive Co Ltd (SHE: 002920) to create a smart driving experience built on BlackBerry’s proprietary QNX Hypervisor system.\nEarlier this year BlackBerry also announced an expanded partnership with Baidu Inc (NASDAQ: BIDU) and with Hyundai Motor Company GDR (OTC: HYMTF) backed Motional, both of which use BlackBerry’s QNX software to power their systems.\nBlackberry also holds a partnership with Microsoft Corporation (NASDAQ: MSFT) which uses BlackBerry AtHoc to manage critical events on Microsoft Teams software.\nPalantir: The company’s three main products are its Foundry, Gotham and Apollo platforms. On March 11, Palantir announced a six-year partnership with Faurecia, a leading automotive technology company that will use Palantir’s Foundry platform to accelerate its digital transformation.\nPalantir has also partnered with mining corporation Rio Tinto plc ADR (NYSE: RIO), N95 mask producer 3M Co (NYSE: MMM) and law firm Akin Gump Strauss Hauer & Feld. All use Palantir’s Foundry platform for data integration.\nWhy It Matters: The disruptive capabilities of BlackBerry and Palantir have only begun to surface and investors can safely bet on more partnership announcements to come.","news_type":1},"isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329039004,"gmtCreate":1615186520008,"gmtModify":1704779256621,"author":{"id":"3577331412124275","authorId":"3577331412124275","authorIdStr":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577331412124275"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329039004","repostId":"2117651365","repostType":4,"repost":{"id":"2117651365","pubTimestamp":1615125354,"share":"https://ttm.financial/m/news/2117651365?lang=&edition=fundamental","pubTime":"2021-03-07 21:55","market":"us","language":"en","title":"Roblox goes public, inflation data: What to know in the week ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=2117651365","media":"Yahoo Finance","summary":"This week, investors will be eyeing new inflation data, which will offer a look at whether prices ha","content":"<p>This week, investors will be eyeing new inflation data, which will offer a look at whether prices have already begun to creep up as some have feared ahead of a major economic reopening. A highly anticipated direct listing for the video game company Roblox is also on deck.</p><p>On Wednesday, the Labor Department will release its monthly Consumer Price Index (CPI), which tracks changes in prices for consumers across a broad basket of goods and services. Consensus economists anticipate that the CPI accelerated to see a 0.4% month-over-month increase in February, up from the 0.3% monthly rise in January, according to Bloomberg-compiled data.</p><p>Over last year, the CPI likely rose by 1.7%, picking up from the 1.4% rise in January. But excluding more volatile food and energy prices, the CPI is expected to have risen 1.4% year-over-year to match its January increase, since a jump in energy prices during the harsh winter weather last month likely contributed much of the gain.</p><p>Still, the possibility of an upside surprise in consumer prices gains has left investors jittery, with many market participants bracing for inflationary pressures to pick up rapidly later this year as more businesses reopen and many consumers start to release their pent-up savings during the pandemic.</p><p>\"If our forecast is correct, February would mark the beginning of a reversal of COVID-induced relative price changes. That would imply goods prices might decline but service prices might increase in coming months, as consumer demand shifts back to services requiring personal contact,\" Nomura chief economist Lewis Alexander wrote in a note Friday.</p><p>\"We expect relative price changes between goods and services to exert modest inflationary pressure going forward,\" he added. \"However, the persistent softness of rent inflation should limit the degree of acceleration in core inflation for some time, with the exception of an expected jump in year-on-year changes due to base effects.\"</p><p><img src=\"https://s.yimg.com/os/creatr-images/2020-04/0eb92cc0-8a43-11ea-ad7b-c4ef6d70b12d\" tg-width=\"5184\" tg-height=\"3456\" referrerpolicy=\"no-referrer\">Federal Reserve Chairman Jerome Powell holds a press conference following a two day Federal Open Market Committee policy meeting in Washington, U.S., January 30, 2019. REUTERS/Leah Millis TPX IMAGES OF THE DAYLeah Millis / Reuters</p><p>Federal Reserve Chair Jerome Powell has reiterated repeatedly that he believes any impending rise in inflation this year will be \"transitory,\" resulting as the year-over-year data laps 2020's highly depressed inflationary prints. For years preceding the pandemic, inflation had held well below the Fed's 2% target, as measured by core personal consumption expenditures (PCE). The Fed has signaled the economy remains \"well below\" its targets, suggesting it would not change its policy stance or work to stave off the first signs of rising inflation.</p><p>But investors' fears that the Fed may be under appreciating a possible surge in inflation has begun to mount in recent weeks. Those concerns have only grown in amplitude as Congress passes additional stimulus to consumers, and as the Federal Reserve keeps its foot on the gas pedal with ultra-accommodative monetary policy comprising near-zero interest rates and a massive asset purchase program. The benchmark 10-year Treasury yield surged to a <a href=\"https://laohu8.com/S/AONE\">one</a>-year high of about 1.6%, jumping by more than 50 basis points from levels a month earlier, as investors priced in the possibility that the Fed may need to tighten policy sooner than it has telegraphed as of late.</p><p>\"It is the inflation profile once reopening begins in earnest that should be of most interest,\" RBC Capital Markets economists wrote in a note Friday. \"The reality is that we are likely still a few months away from a significant supply/demand imbalance that is likely to take prices much higher.\"</p><p>\"Our baseline is for inflation to easily print with a 3-handle in 2Q and for the balance of 2021 thereafter,\" he added.</p><p><b>Roblox hits the public markets</b></p><p>Meanwhile, the video game company Roblox is set to make its public debut this week, in <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the latest high-profile, public facing companies to hit the public markets.</p><p>Roblox's direct listing is set to take place on the New York Stock Exchange on Wednesday under the ticker symbol \"RBLX.\" The move comes after the company delayed its public offering late last year amid a wave of exuberance in markets following Airbnb's (ABNB) and DoorDash's (DASH) IPOs.</p><p>By going public via a direct listing, Roblox will have existing stakeholders sell shares directly to public investors, rather than issuing new shares and conducting a fresh capital raise in the process as is the case in a traditional initial public offering. Companies including Spotify (SPOT) and Slack (WORK) also went public in recent years via direct listings, eschewing the typical IPO.</p><p>Roblox was last valued in the private market at $4 billion, following a $150 million funding round led by the venture capital firm Andreessen Horowitz in February last year.</p><p>Roblox daily active users have accelerated over the past couple years, and especially so during the pandemic with so many people stuck indoors and seeking out entertainment. Daily active users on Roblox grew by 85% to 32.6 million in 2020, accelerating from a 47% growth rate in 2019. Users' hours engaged also more than doubled to 30.6 billion last year.</p><p>That user growth has translated to major revenue growth for the 17-year-old company, which increased by 82% to about $924 million last year. Net losses have also widened, however, increasing from $71 million to about $253.3 million from 2019 to 2020.</p><p><img src=\"https://s.yimg.com/os/creatr-uploaded-images/2021-01/2994b2e0-500d-11eb-bff0-d79b8e34795e\" tg-width=\"5472\" tg-height=\"3648\" referrerpolicy=\"no-referrer\">Alice Wilkinson (7) adds a face mask to her character on the game 'Roblox' at her home in Manchester, as the spread of the coronavirus disease (COVID-19) continues, Manchester, Britain, April 5, 2020. REUTERS/Phil NoblePhil Noble / reuters</p><p>As a beneficiary of 2020's stay-in-place orders, Roblox has already acknowledged that it's meteoric growth rates will likely not be sustained going forward.</p><p>\"We have experienced rapid growth in the three months ended June 30, 2020, September 30, 2020, December 31, 2020, and for a portion of the three months ended March 31, 2020, due in part to the COVID-19 pandemic given our users have been online more as a result of global COVID-19 shelter-in-place policies,\" the company said in a February 22 filing. \"For example, our bookings increased 171% from the year ended December 31, 2019 to the year ended December 31, 2020. We do not expect these activity levels to be sustained, and in future periods we expect growth rates for our revenue to decline, and we may not experience any growth in bookings or our user base during periods where we are comparing against COVID-19 impacted periods.\"</p><p>Roblox also recently issued guidance for the first and second quarters of this year, or for the three months ending in March and June, respectively. For the first quarter, daily active users may grow as much as 68% to 39.6 million, and revenue could grow as much as 85% to $335 million. For the second quarter, however, daily active user growth will likely grow as much as only 9% over last year, though revenue could still likely rise by as much as 86%, Roblox said.</p><p><b>Economic Calendar</b></p><ul><li><p><b>Monday: </b>Wholesale inventories, month-over-month, January final (1.3% expected, 1.3% in December)</p></li><li><p><b>Tuesday: </b>NFIB Small Business Optimism, February (96.3 expected, 95.0 in January)</p></li><li><p><b>Wednesday: </b>MBA Mortgage Applications, week ended March 5 (0.5% during prior week); Consumer Price Index, month-over-month, February (0.4% expected, 0.3% in January); Consumer Price Index excluding food and energy, month-over-month, February (0.2% expected, 0.0% in January); Consumer Price Index year-over-year, February (1.7% expected, 1.4% in January); Consumer Price Index excluding food and energy, year-over-year (1.4% expected, 1.4% in January); Monthly Budget Statement, February (-$162.8 billion in January)</p></li><li><p><b>Thursday: </b>Initial jobless claims, week ended March 6 (725,000 expected, 745,000 during prior week); Continuing claims, week ended February 27 (4.180 million expected, 4.295 million during prior week); JOLTS job openings, January (6.600 million expected, 6.646 million in December); Household change in net worth, 4Q ($3.817 trillion in 3Q)</p></li><li><p><b>Friday:</b> Producer price index, month-over-month, February (0.4% expected, 1.3% in January); Producer price index excluding food and energy, month-over-month, February (0.2% expected, 1.2% in January); Producer price index year-over-year, February (2.7% expected, 1.7% in January); Producer price index excluding food and energy, year-over-year (2.6% expected, 2.0% in January); University of Michigan Consumer Sentiment, March preliminary (78.0 expected, 76.8 in February)</p></li></ul><p><b>Earnings Calendar</b></p><ul><li><p><b>Monday: </b>StitchFix (SFIX), ContextLogic (WISH) after market close</p></li><li><p><b>Tuesday: </b>MongoDB (MDB) after market close</p></li><li><p><b>Wednesday: </b>Bumble (BMBL), Oracle (ORCL), AMC Entertainment (AMC) after market close</p></li><li><p><b>Thursday: </b>DocuSign (DOCU), Ulta (ULTA), Poshmark (POSH) after market close</p></li><li><p><b>Friday: </b>N/A</p></li></ul>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Roblox goes public, inflation data: What to know in the week ahead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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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\">\nRoblox goes public, inflation data: What to know in the week ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-07 21:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/roblox-goes-public-consumer-price-index-what-to-know-in-the-week-ahead-135554089.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This week, investors will be eyeing new inflation data, which will offer a look at whether prices have already begun to creep up as some have feared ahead of a major economic reopening. A highly ...</p>\n\n<a href=\"https://finance.yahoo.com/news/roblox-goes-public-consumer-price-index-what-to-know-in-the-week-ahead-135554089.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RBLX":"Roblox Corporation",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","ZM":"Zoom",".DJI":"道琼斯","SPY":"标普500ETF"},"source_url":"https://finance.yahoo.com/news/roblox-goes-public-consumer-price-index-what-to-know-in-the-week-ahead-135554089.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2117651365","content_text":"This week, investors will be eyeing new inflation data, which will offer a look at whether prices have already begun to creep up as some have feared ahead of a major economic reopening. A highly anticipated direct listing for the video game company Roblox is also on deck.On Wednesday, the Labor Department will release its monthly Consumer Price Index (CPI), which tracks changes in prices for consumers across a broad basket of goods and services. Consensus economists anticipate that the CPI accelerated to see a 0.4% month-over-month increase in February, up from the 0.3% monthly rise in January, according to Bloomberg-compiled data.Over last year, the CPI likely rose by 1.7%, picking up from the 1.4% rise in January. But excluding more volatile food and energy prices, the CPI is expected to have risen 1.4% year-over-year to match its January increase, since a jump in energy prices during the harsh winter weather last month likely contributed much of the gain.Still, the possibility of an upside surprise in consumer prices gains has left investors jittery, with many market participants bracing for inflationary pressures to pick up rapidly later this year as more businesses reopen and many consumers start to release their pent-up savings during the pandemic.\"If our forecast is correct, February would mark the beginning of a reversal of COVID-induced relative price changes. That would imply goods prices might decline but service prices might increase in coming months, as consumer demand shifts back to services requiring personal contact,\" Nomura chief economist Lewis Alexander wrote in a note Friday.\"We expect relative price changes between goods and services to exert modest inflationary pressure going forward,\" he added. \"However, the persistent softness of rent inflation should limit the degree of acceleration in core inflation for some time, with the exception of an expected jump in year-on-year changes due to base effects.\"Federal Reserve Chairman Jerome Powell holds a press conference following a two day Federal Open Market Committee policy meeting in Washington, U.S., January 30, 2019. REUTERS/Leah Millis TPX IMAGES OF THE DAYLeah Millis / ReutersFederal Reserve Chair Jerome Powell has reiterated repeatedly that he believes any impending rise in inflation this year will be \"transitory,\" resulting as the year-over-year data laps 2020's highly depressed inflationary prints. For years preceding the pandemic, inflation had held well below the Fed's 2% target, as measured by core personal consumption expenditures (PCE). The Fed has signaled the economy remains \"well below\" its targets, suggesting it would not change its policy stance or work to stave off the first signs of rising inflation.But investors' fears that the Fed may be under appreciating a possible surge in inflation has begun to mount in recent weeks. Those concerns have only grown in amplitude as Congress passes additional stimulus to consumers, and as the Federal Reserve keeps its foot on the gas pedal with ultra-accommodative monetary policy comprising near-zero interest rates and a massive asset purchase program. The benchmark 10-year Treasury yield surged to a one-year high of about 1.6%, jumping by more than 50 basis points from levels a month earlier, as investors priced in the possibility that the Fed may need to tighten policy sooner than it has telegraphed as of late.\"It is the inflation profile once reopening begins in earnest that should be of most interest,\" RBC Capital Markets economists wrote in a note Friday. \"The reality is that we are likely still a few months away from a significant supply/demand imbalance that is likely to take prices much higher.\"\"Our baseline is for inflation to easily print with a 3-handle in 2Q and for the balance of 2021 thereafter,\" he added.Roblox hits the public marketsMeanwhile, the video game company Roblox is set to make its public debut this week, in one of the latest high-profile, public facing companies to hit the public markets.Roblox's direct listing is set to take place on the New York Stock Exchange on Wednesday under the ticker symbol \"RBLX.\" The move comes after the company delayed its public offering late last year amid a wave of exuberance in markets following Airbnb's (ABNB) and DoorDash's (DASH) IPOs.By going public via a direct listing, Roblox will have existing stakeholders sell shares directly to public investors, rather than issuing new shares and conducting a fresh capital raise in the process as is the case in a traditional initial public offering. Companies including Spotify (SPOT) and Slack (WORK) also went public in recent years via direct listings, eschewing the typical IPO.Roblox was last valued in the private market at $4 billion, following a $150 million funding round led by the venture capital firm Andreessen Horowitz in February last year.Roblox daily active users have accelerated over the past couple years, and especially so during the pandemic with so many people stuck indoors and seeking out entertainment. Daily active users on Roblox grew by 85% to 32.6 million in 2020, accelerating from a 47% growth rate in 2019. Users' hours engaged also more than doubled to 30.6 billion last year.That user growth has translated to major revenue growth for the 17-year-old company, which increased by 82% to about $924 million last year. Net losses have also widened, however, increasing from $71 million to about $253.3 million from 2019 to 2020.Alice Wilkinson (7) adds a face mask to her character on the game 'Roblox' at her home in Manchester, as the spread of the coronavirus disease (COVID-19) continues, Manchester, Britain, April 5, 2020. REUTERS/Phil NoblePhil Noble / reutersAs a beneficiary of 2020's stay-in-place orders, Roblox has already acknowledged that it's meteoric growth rates will likely not be sustained going forward.\"We have experienced rapid growth in the three months ended June 30, 2020, September 30, 2020, December 31, 2020, and for a portion of the three months ended March 31, 2020, due in part to the COVID-19 pandemic given our users have been online more as a result of global COVID-19 shelter-in-place policies,\" the company said in a February 22 filing. \"For example, our bookings increased 171% from the year ended December 31, 2019 to the year ended December 31, 2020. We do not expect these activity levels to be sustained, and in future periods we expect growth rates for our revenue to decline, and we may not experience any growth in bookings or our user base during periods where we are comparing against COVID-19 impacted periods.\"Roblox also recently issued guidance for the first and second quarters of this year, or for the three months ending in March and June, respectively. For the first quarter, daily active users may grow as much as 68% to 39.6 million, and revenue could grow as much as 85% to $335 million. For the second quarter, however, daily active user growth will likely grow as much as only 9% over last year, though revenue could still likely rise by as much as 86%, Roblox said.Economic CalendarMonday: Wholesale inventories, month-over-month, January final (1.3% expected, 1.3% in December)Tuesday: NFIB Small Business Optimism, February (96.3 expected, 95.0 in January)Wednesday: MBA Mortgage Applications, week ended March 5 (0.5% during prior week); Consumer Price Index, month-over-month, February (0.4% expected, 0.3% in January); Consumer Price Index excluding food and energy, month-over-month, February (0.2% expected, 0.0% in January); Consumer Price Index year-over-year, February (1.7% expected, 1.4% in January); Consumer Price Index excluding food and energy, year-over-year (1.4% expected, 1.4% in January); Monthly Budget Statement, February (-$162.8 billion in January)Thursday: Initial jobless claims, week ended March 6 (725,000 expected, 745,000 during prior week); Continuing claims, week ended February 27 (4.180 million expected, 4.295 million during prior week); JOLTS job openings, January (6.600 million expected, 6.646 million in December); Household change in net worth, 4Q ($3.817 trillion in 3Q)Friday: Producer price index, month-over-month, February (0.4% expected, 1.3% in January); Producer price index excluding food and energy, month-over-month, February (0.2% expected, 1.2% in January); Producer price index year-over-year, February (2.7% expected, 1.7% in January); Producer price index excluding food and energy, year-over-year (2.6% expected, 2.0% in January); University of Michigan Consumer Sentiment, March preliminary (78.0 expected, 76.8 in February)Earnings CalendarMonday: StitchFix (SFIX), ContextLogic (WISH) after market closeTuesday: MongoDB (MDB) after market closeWednesday: Bumble (BMBL), Oracle (ORCL), AMC Entertainment (AMC) after market closeThursday: DocuSign (DOCU), Ulta (ULTA), Poshmark (POSH) after market closeFriday: N/A","news_type":1},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329030064,"gmtCreate":1615186441158,"gmtModify":1704779255618,"author":{"id":"3577331412124275","authorId":"3577331412124275","authorIdStr":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577331412124275"},"themes":[],"htmlText":"Pls share more roblox prospect","listText":"Pls share more roblox prospect","text":"Pls share more roblox prospect","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329030064","repostId":"2117651365","repostType":4,"repost":{"id":"2117651365","pubTimestamp":1615125354,"share":"https://ttm.financial/m/news/2117651365?lang=&edition=fundamental","pubTime":"2021-03-07 21:55","market":"us","language":"en","title":"Roblox goes public, inflation data: What to know in the week ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=2117651365","media":"Yahoo Finance","summary":"This week, investors will be eyeing new inflation data, which will offer a look at whether prices ha","content":"<p>This week, investors will be eyeing new inflation data, which will offer a look at whether prices have already begun to creep up as some have feared ahead of a major economic reopening. A highly anticipated direct listing for the video game company Roblox is also on deck.</p><p>On Wednesday, the Labor Department will release its monthly Consumer Price Index (CPI), which tracks changes in prices for consumers across a broad basket of goods and services. Consensus economists anticipate that the CPI accelerated to see a 0.4% month-over-month increase in February, up from the 0.3% monthly rise in January, according to Bloomberg-compiled data.</p><p>Over last year, the CPI likely rose by 1.7%, picking up from the 1.4% rise in January. But excluding more volatile food and energy prices, the CPI is expected to have risen 1.4% year-over-year to match its January increase, since a jump in energy prices during the harsh winter weather last month likely contributed much of the gain.</p><p>Still, the possibility of an upside surprise in consumer prices gains has left investors jittery, with many market participants bracing for inflationary pressures to pick up rapidly later this year as more businesses reopen and many consumers start to release their pent-up savings during the pandemic.</p><p>\"If our forecast is correct, February would mark the beginning of a reversal of COVID-induced relative price changes. That would imply goods prices might decline but service prices might increase in coming months, as consumer demand shifts back to services requiring personal contact,\" Nomura chief economist Lewis Alexander wrote in a note Friday.</p><p>\"We expect relative price changes between goods and services to exert modest inflationary pressure going forward,\" he added. \"However, the persistent softness of rent inflation should limit the degree of acceleration in core inflation for some time, with the exception of an expected jump in year-on-year changes due to base effects.\"</p><p><img src=\"https://s.yimg.com/os/creatr-images/2020-04/0eb92cc0-8a43-11ea-ad7b-c4ef6d70b12d\" tg-width=\"5184\" tg-height=\"3456\" referrerpolicy=\"no-referrer\">Federal Reserve Chairman Jerome Powell holds a press conference following a two day Federal Open Market Committee policy meeting in Washington, U.S., January 30, 2019. REUTERS/Leah Millis TPX IMAGES OF THE DAYLeah Millis / Reuters</p><p>Federal Reserve Chair Jerome Powell has reiterated repeatedly that he believes any impending rise in inflation this year will be \"transitory,\" resulting as the year-over-year data laps 2020's highly depressed inflationary prints. For years preceding the pandemic, inflation had held well below the Fed's 2% target, as measured by core personal consumption expenditures (PCE). The Fed has signaled the economy remains \"well below\" its targets, suggesting it would not change its policy stance or work to stave off the first signs of rising inflation.</p><p>But investors' fears that the Fed may be under appreciating a possible surge in inflation has begun to mount in recent weeks. Those concerns have only grown in amplitude as Congress passes additional stimulus to consumers, and as the Federal Reserve keeps its foot on the gas pedal with ultra-accommodative monetary policy comprising near-zero interest rates and a massive asset purchase program. The benchmark 10-year Treasury yield surged to a <a href=\"https://laohu8.com/S/AONE\">one</a>-year high of about 1.6%, jumping by more than 50 basis points from levels a month earlier, as investors priced in the possibility that the Fed may need to tighten policy sooner than it has telegraphed as of late.</p><p>\"It is the inflation profile once reopening begins in earnest that should be of most interest,\" RBC Capital Markets economists wrote in a note Friday. \"The reality is that we are likely still a few months away from a significant supply/demand imbalance that is likely to take prices much higher.\"</p><p>\"Our baseline is for inflation to easily print with a 3-handle in 2Q and for the balance of 2021 thereafter,\" he added.</p><p><b>Roblox hits the public markets</b></p><p>Meanwhile, the video game company Roblox is set to make its public debut this week, in <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the latest high-profile, public facing companies to hit the public markets.</p><p>Roblox's direct listing is set to take place on the New York Stock Exchange on Wednesday under the ticker symbol \"RBLX.\" The move comes after the company delayed its public offering late last year amid a wave of exuberance in markets following Airbnb's (ABNB) and DoorDash's (DASH) IPOs.</p><p>By going public via a direct listing, Roblox will have existing stakeholders sell shares directly to public investors, rather than issuing new shares and conducting a fresh capital raise in the process as is the case in a traditional initial public offering. Companies including Spotify (SPOT) and Slack (WORK) also went public in recent years via direct listings, eschewing the typical IPO.</p><p>Roblox was last valued in the private market at $4 billion, following a $150 million funding round led by the venture capital firm Andreessen Horowitz in February last year.</p><p>Roblox daily active users have accelerated over the past couple years, and especially so during the pandemic with so many people stuck indoors and seeking out entertainment. Daily active users on Roblox grew by 85% to 32.6 million in 2020, accelerating from a 47% growth rate in 2019. Users' hours engaged also more than doubled to 30.6 billion last year.</p><p>That user growth has translated to major revenue growth for the 17-year-old company, which increased by 82% to about $924 million last year. Net losses have also widened, however, increasing from $71 million to about $253.3 million from 2019 to 2020.</p><p><img src=\"https://s.yimg.com/os/creatr-uploaded-images/2021-01/2994b2e0-500d-11eb-bff0-d79b8e34795e\" tg-width=\"5472\" tg-height=\"3648\" referrerpolicy=\"no-referrer\">Alice Wilkinson (7) adds a face mask to her character on the game 'Roblox' at her home in Manchester, as the spread of the coronavirus disease (COVID-19) continues, Manchester, Britain, April 5, 2020. REUTERS/Phil NoblePhil Noble / reuters</p><p>As a beneficiary of 2020's stay-in-place orders, Roblox has already acknowledged that it's meteoric growth rates will likely not be sustained going forward.</p><p>\"We have experienced rapid growth in the three months ended June 30, 2020, September 30, 2020, December 31, 2020, and for a portion of the three months ended March 31, 2020, due in part to the COVID-19 pandemic given our users have been online more as a result of global COVID-19 shelter-in-place policies,\" the company said in a February 22 filing. \"For example, our bookings increased 171% from the year ended December 31, 2019 to the year ended December 31, 2020. We do not expect these activity levels to be sustained, and in future periods we expect growth rates for our revenue to decline, and we may not experience any growth in bookings or our user base during periods where we are comparing against COVID-19 impacted periods.\"</p><p>Roblox also recently issued guidance for the first and second quarters of this year, or for the three months ending in March and June, respectively. For the first quarter, daily active users may grow as much as 68% to 39.6 million, and revenue could grow as much as 85% to $335 million. For the second quarter, however, daily active user growth will likely grow as much as only 9% over last year, though revenue could still likely rise by as much as 86%, Roblox said.</p><p><b>Economic Calendar</b></p><ul><li><p><b>Monday: </b>Wholesale inventories, month-over-month, January final (1.3% expected, 1.3% in December)</p></li><li><p><b>Tuesday: </b>NFIB Small Business Optimism, February (96.3 expected, 95.0 in January)</p></li><li><p><b>Wednesday: </b>MBA Mortgage Applications, week ended March 5 (0.5% during prior week); Consumer Price Index, month-over-month, February (0.4% expected, 0.3% in January); Consumer Price Index excluding food and energy, month-over-month, February (0.2% expected, 0.0% in January); Consumer Price Index year-over-year, February (1.7% expected, 1.4% in January); Consumer Price Index excluding food and energy, year-over-year (1.4% expected, 1.4% in January); Monthly Budget Statement, February (-$162.8 billion in January)</p></li><li><p><b>Thursday: </b>Initial jobless claims, week ended March 6 (725,000 expected, 745,000 during prior week); Continuing claims, week ended February 27 (4.180 million expected, 4.295 million during prior week); JOLTS job openings, January (6.600 million expected, 6.646 million in December); Household change in net worth, 4Q ($3.817 trillion in 3Q)</p></li><li><p><b>Friday:</b> Producer price index, month-over-month, February (0.4% expected, 1.3% in January); Producer price index excluding food and energy, month-over-month, February (0.2% expected, 1.2% in January); Producer price index year-over-year, February (2.7% expected, 1.7% in January); Producer price index excluding food and energy, year-over-year (2.6% expected, 2.0% in January); University of Michigan Consumer Sentiment, March preliminary (78.0 expected, 76.8 in February)</p></li></ul><p><b>Earnings Calendar</b></p><ul><li><p><b>Monday: </b>StitchFix (SFIX), ContextLogic (WISH) after market close</p></li><li><p><b>Tuesday: </b>MongoDB (MDB) after market close</p></li><li><p><b>Wednesday: </b>Bumble (BMBL), Oracle (ORCL), AMC Entertainment (AMC) after market close</p></li><li><p><b>Thursday: </b>DocuSign (DOCU), Ulta (ULTA), Poshmark (POSH) after market close</p></li><li><p><b>Friday: </b>N/A</p></li></ul>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Roblox goes public, inflation data: What to know in the week ahead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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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\">\nRoblox goes public, inflation data: What to know in the week ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-07 21:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/roblox-goes-public-consumer-price-index-what-to-know-in-the-week-ahead-135554089.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This week, investors will be eyeing new inflation data, which will offer a look at whether prices have already begun to creep up as some have feared ahead of a major economic reopening. A highly ...</p>\n\n<a href=\"https://finance.yahoo.com/news/roblox-goes-public-consumer-price-index-what-to-know-in-the-week-ahead-135554089.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RBLX":"Roblox Corporation",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","ZM":"Zoom",".DJI":"道琼斯","SPY":"标普500ETF"},"source_url":"https://finance.yahoo.com/news/roblox-goes-public-consumer-price-index-what-to-know-in-the-week-ahead-135554089.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2117651365","content_text":"This week, investors will be eyeing new inflation data, which will offer a look at whether prices have already begun to creep up as some have feared ahead of a major economic reopening. A highly anticipated direct listing for the video game company Roblox is also on deck.On Wednesday, the Labor Department will release its monthly Consumer Price Index (CPI), which tracks changes in prices for consumers across a broad basket of goods and services. Consensus economists anticipate that the CPI accelerated to see a 0.4% month-over-month increase in February, up from the 0.3% monthly rise in January, according to Bloomberg-compiled data.Over last year, the CPI likely rose by 1.7%, picking up from the 1.4% rise in January. But excluding more volatile food and energy prices, the CPI is expected to have risen 1.4% year-over-year to match its January increase, since a jump in energy prices during the harsh winter weather last month likely contributed much of the gain.Still, the possibility of an upside surprise in consumer prices gains has left investors jittery, with many market participants bracing for inflationary pressures to pick up rapidly later this year as more businesses reopen and many consumers start to release their pent-up savings during the pandemic.\"If our forecast is correct, February would mark the beginning of a reversal of COVID-induced relative price changes. That would imply goods prices might decline but service prices might increase in coming months, as consumer demand shifts back to services requiring personal contact,\" Nomura chief economist Lewis Alexander wrote in a note Friday.\"We expect relative price changes between goods and services to exert modest inflationary pressure going forward,\" he added. \"However, the persistent softness of rent inflation should limit the degree of acceleration in core inflation for some time, with the exception of an expected jump in year-on-year changes due to base effects.\"Federal Reserve Chairman Jerome Powell holds a press conference following a two day Federal Open Market Committee policy meeting in Washington, U.S., January 30, 2019. REUTERS/Leah Millis TPX IMAGES OF THE DAYLeah Millis / ReutersFederal Reserve Chair Jerome Powell has reiterated repeatedly that he believes any impending rise in inflation this year will be \"transitory,\" resulting as the year-over-year data laps 2020's highly depressed inflationary prints. For years preceding the pandemic, inflation had held well below the Fed's 2% target, as measured by core personal consumption expenditures (PCE). The Fed has signaled the economy remains \"well below\" its targets, suggesting it would not change its policy stance or work to stave off the first signs of rising inflation.But investors' fears that the Fed may be under appreciating a possible surge in inflation has begun to mount in recent weeks. Those concerns have only grown in amplitude as Congress passes additional stimulus to consumers, and as the Federal Reserve keeps its foot on the gas pedal with ultra-accommodative monetary policy comprising near-zero interest rates and a massive asset purchase program. The benchmark 10-year Treasury yield surged to a one-year high of about 1.6%, jumping by more than 50 basis points from levels a month earlier, as investors priced in the possibility that the Fed may need to tighten policy sooner than it has telegraphed as of late.\"It is the inflation profile once reopening begins in earnest that should be of most interest,\" RBC Capital Markets economists wrote in a note Friday. \"The reality is that we are likely still a few months away from a significant supply/demand imbalance that is likely to take prices much higher.\"\"Our baseline is for inflation to easily print with a 3-handle in 2Q and for the balance of 2021 thereafter,\" he added.Roblox hits the public marketsMeanwhile, the video game company Roblox is set to make its public debut this week, in one of the latest high-profile, public facing companies to hit the public markets.Roblox's direct listing is set to take place on the New York Stock Exchange on Wednesday under the ticker symbol \"RBLX.\" The move comes after the company delayed its public offering late last year amid a wave of exuberance in markets following Airbnb's (ABNB) and DoorDash's (DASH) IPOs.By going public via a direct listing, Roblox will have existing stakeholders sell shares directly to public investors, rather than issuing new shares and conducting a fresh capital raise in the process as is the case in a traditional initial public offering. Companies including Spotify (SPOT) and Slack (WORK) also went public in recent years via direct listings, eschewing the typical IPO.Roblox was last valued in the private market at $4 billion, following a $150 million funding round led by the venture capital firm Andreessen Horowitz in February last year.Roblox daily active users have accelerated over the past couple years, and especially so during the pandemic with so many people stuck indoors and seeking out entertainment. Daily active users on Roblox grew by 85% to 32.6 million in 2020, accelerating from a 47% growth rate in 2019. Users' hours engaged also more than doubled to 30.6 billion last year.That user growth has translated to major revenue growth for the 17-year-old company, which increased by 82% to about $924 million last year. Net losses have also widened, however, increasing from $71 million to about $253.3 million from 2019 to 2020.Alice Wilkinson (7) adds a face mask to her character on the game 'Roblox' at her home in Manchester, as the spread of the coronavirus disease (COVID-19) continues, Manchester, Britain, April 5, 2020. REUTERS/Phil NoblePhil Noble / reutersAs a beneficiary of 2020's stay-in-place orders, Roblox has already acknowledged that it's meteoric growth rates will likely not be sustained going forward.\"We have experienced rapid growth in the three months ended June 30, 2020, September 30, 2020, December 31, 2020, and for a portion of the three months ended March 31, 2020, due in part to the COVID-19 pandemic given our users have been online more as a result of global COVID-19 shelter-in-place policies,\" the company said in a February 22 filing. \"For example, our bookings increased 171% from the year ended December 31, 2019 to the year ended December 31, 2020. We do not expect these activity levels to be sustained, and in future periods we expect growth rates for our revenue to decline, and we may not experience any growth in bookings or our user base during periods where we are comparing against COVID-19 impacted periods.\"Roblox also recently issued guidance for the first and second quarters of this year, or for the three months ending in March and June, respectively. For the first quarter, daily active users may grow as much as 68% to 39.6 million, and revenue could grow as much as 85% to $335 million. For the second quarter, however, daily active user growth will likely grow as much as only 9% over last year, though revenue could still likely rise by as much as 86%, Roblox said.Economic CalendarMonday: Wholesale inventories, month-over-month, January final (1.3% expected, 1.3% in December)Tuesday: NFIB Small Business Optimism, February (96.3 expected, 95.0 in January)Wednesday: MBA Mortgage Applications, week ended March 5 (0.5% during prior week); Consumer Price Index, month-over-month, February (0.4% expected, 0.3% in January); Consumer Price Index excluding food and energy, month-over-month, February (0.2% expected, 0.0% in January); Consumer Price Index year-over-year, February (1.7% expected, 1.4% in January); Consumer Price Index excluding food and energy, year-over-year (1.4% expected, 1.4% in January); Monthly Budget Statement, February (-$162.8 billion in January)Thursday: Initial jobless claims, week ended March 6 (725,000 expected, 745,000 during prior week); Continuing claims, week ended February 27 (4.180 million expected, 4.295 million during prior week); JOLTS job openings, January (6.600 million expected, 6.646 million in December); Household change in net worth, 4Q ($3.817 trillion in 3Q)Friday: Producer price index, month-over-month, February (0.4% expected, 1.3% in January); Producer price index excluding food and energy, month-over-month, February (0.2% expected, 1.2% in January); Producer price index year-over-year, February (2.7% expected, 1.7% in January); Producer price index excluding food and energy, year-over-year (2.6% expected, 2.0% in January); University of Michigan Consumer Sentiment, March preliminary (78.0 expected, 76.8 in February)Earnings CalendarMonday: StitchFix (SFIX), ContextLogic (WISH) after market closeTuesday: MongoDB (MDB) after market closeWednesday: Bumble (BMBL), Oracle (ORCL), AMC Entertainment (AMC) after market closeThursday: DocuSign (DOCU), Ulta (ULTA), Poshmark (POSH) after market closeFriday: N/A","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887041791,"gmtCreate":1631949446713,"gmtModify":1676530676748,"author":{"id":"3577331412124275","authorId":"3577331412124275","authorIdStr":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577331412124275"},"themes":[],"htmlText":"Sharing which I think is current situation","listText":"Sharing which I think is current situation","text":"Sharing which I think is current situation","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/887041791","repostId":"1171558890","repostType":4,"repost":{"id":"1171558890","pubTimestamp":1631921912,"share":"https://ttm.financial/m/news/1171558890?lang=&edition=fundamental","pubTime":"2021-09-18 07:38","market":"us","language":"en","title":"US IPO Week Ahead: Software, consumer products, and payment tech lead a diverse 14 IPO week","url":"https://stock-news.laohu8.com/highlight/detail?id=1171558890","media":"renaissancecap...","summary":"Summer may be over, but the IPO market is just heating up as 14 IPOs are slated to raise $5.3 billio","content":"<p>Summer may be over, but the IPO market is just heating up as 14 IPOs are slated to raise $5.3 billion in the week ahead. The diverse group includes software, consumer products, payment technology, and more.</p>\n<p>The largest deal of the week,<b>Freshworks</b>(FRSH) plans to raise $855 million at a $9.6 billion market cap. The company’s core product is its customer support software, and it also offers IT service management software and a nascent competitor to CRM solutions. While losses are expected to increase with S&amp;M spending, Freshworks has delivered solid growth and 100%+ net dollar-based revenue retention as of 6/30/21.</p>\n<p>Canadian consumer products company&nbsp;<b>Knowlton Development</b>(KDC) plans to raise $800 million at a $3.1 billion market cap. Over the past three years, Knowlton has been responsible for co-developing 9,000+ products across a variety of categories, and its products are sold by its brand partners in 70+ countries. Despite using offering proceeds to pay down debt, Knowlton will be leveraged post-IPO.</p>\n<p>Restaurant payment processor&nbsp;<b>Toast</b>(TOST) plans to raise $685 million at a $17.9 billion market cap. Toast provides a suite of integrated payment and software solutions that are designed to streamline restaurant operations. The company grew ARR over 100% in the 1H21, though it has historically been unprofitable, and growth could slow as tailwinds from restaurants reopening abate.</p>\n<p>Global money transfer firm&nbsp;<b>Remitly Global</b>(RELY) plans to raise $487 million at a $7.5 billion market cap. Remitly provides digital financial services for immigrants and their families in over 135 countries, and it has expanded its core cross-border remittance product to over 1,700 corridors worldwide. The company has demonstrated growth and margin improvement, though it remains unprofitable.</p>\n<p>Software firm&nbsp;<b>Clearwater Analytics</b>(CWAN) plans to raise $450 million at a $3.7 billion market cap. Clearwater provides its 1,000+ clients with cloud-native software that allows them to simplify their investment accounting operations, and the company has a 100% recurring revenue model. A new investor and certain existing shareholders intend to purchase $150 million worth of shares in the IPO.</p>\n<p>Food company&nbsp;<b>Sovos Brands</b>(SOVO) plans to raise $350 million at a $1.5 billion market cap. Formed by Advent International, Sovos Brands offers a select group of acquired premium food brands. According to the company, its largest brand of products, Rao's, included the #1 selling SKU in the pasta and pizza sauce category. Profitable with solid growth, Sovos will be leveraged post-IPO.</p>\n<p>Customer engagement software provider&nbsp;<b>EngageSmart</b>(ESMT) plans to raise $349 million at a $4.1 billion market cap. The company provides software that simplifies online workflows like paperless billing, electronic payment processing, scheduling, and client communication. While growth may slow post-pandemic, EngageSmart has a sticky customer based and a long track record of profitability.</p>\n<p>Hiring solutions provider&nbsp;<b>Sterling Check</b>(STER) plans to raise $300 million at a $2.1 billion market cap. Sterling is one of the leading US providers of background checks for corporate and government customers. The company serves more than 50% of the Fortune 100, often with exclusive contracts, though it operates in a highly competitive market.</p>\n<p>Jewelry retailer&nbsp;<b>Brilliant Earth Group</b>(BRLT) plans to raise $250 million at a $1.4 billion. Brilliant Earth is a digital-first jewelry company and a global leader in ethically sourced fine jewelry. The company has sold to consumers in all US states and over 50 countries, and has served over 370,000 customers through its e-commerce platform and 13 showrooms.</p>\n<p>Online fashion platform&nbsp;<b>a.k.a. Brands</b>(AKA) plans to raise $250 million at a $2.3 billion market cap. a.k.a. acquires digitally-focused fashion brands oriented toward millennial and Gen Z consumers, starting with its acquisition of Princess Polly in 2018. The company has successfully expanded Princess Polly and has a long runway to grow its brands in the US, but its M&amp;A strategy carries execution risk.</p>\n<p>COVID-19 test maker&nbsp;<b>Cue Health</b>(HLTH) plans to raise $200 million at a $2.4 billion market cap. Cue’s first commercially available diagnostic test for use with its Cue Health Monitoring System is its COVID-19 Test Kit, which has been authorized by two EUAs. Cue has five additional Test Kits in late-stage technical development, for which it expects to begin seeking FDA authorization or clearance in the 2H22.</p>\n<p>London-listed crypto mining company&nbsp;<b>Argo Blockchain</b>(ARBK) plans to raise $138 million at an $855 million market cap. Argo states that it is a leading blockchain technology company focused on large-scale mining of Bitcoin and other cryptocurrencies. Argo has a fleet of more than 21,000 purpose-built computers (mining machines) and can generate more than 1,075 petahash per second.</p>\n<p>Personalized supplements seller&nbsp;<b>Thorne Healthtech</b>(THRN) plans to raise $126 million at an $892 million market cap. The company’s vertically integrated brands, Thorne and Onegevity, provide actionable insights and personalized data, products, and services. Profitable with strong growth, Thorne has a base of more than 3 million customers.</p>\n<p>Canadian bank&nbsp;<b>VersaBank</b>(VBNK) plans to raise $50 million at a $269 million market cap. VersaBank is a Canadian Schedule I chartered bank and states that it is one of the world's first fully digital financial institutions. As of July 31, 2021, VersaBank had $1.8 billion in assets, $1.6 billion in loans, $1.5 billion in deposits, and $202 million in stockholders' equity.</p>","source":"lsy1619493174116","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>US IPO Week Ahead: Software, consumer products, and payment tech lead a diverse 14 IPO week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: Software, consumer products, and payment tech lead a diverse 14 IPO week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-18 07:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/86272/US-IPO-Week-Ahead-Software-consumer-products-and-payment-tech-lead-a-divers><strong>renaissancecap...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summer may be over, but the IPO market is just heating up as 14 IPOs are slated to raise $5.3 billion in the week ahead. The diverse group includes software, consumer products, payment technology, and...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/86272/US-IPO-Week-Ahead-Software-consumer-products-and-payment-tech-lead-a-divers\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOVO":"Sovos Brands, Inc.","TOST":"Toast, Inc.","STER":"Sterling Check Corp.","AKA":"a.k.a. Brands Holding Corp.","ARBK":"Argo Blockchain Plc","RELY":"Remitly Global, Inc.","BRLT":"Brilliant Earth Group, Inc.","CWAN":"Clearwater Analytics Holdings, Inc.","ESMT":"EngageSmart Inc.","FRSH":"Freshworks","HLTH":"Cue Health Inc.","THRN":"Thorne Healthtech"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/86272/US-IPO-Week-Ahead-Software-consumer-products-and-payment-tech-lead-a-divers","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171558890","content_text":"Summer may be over, but the IPO market is just heating up as 14 IPOs are slated to raise $5.3 billion in the week ahead. The diverse group includes software, consumer products, payment technology, and more.\nThe largest deal of the week,Freshworks(FRSH) plans to raise $855 million at a $9.6 billion market cap. The company’s core product is its customer support software, and it also offers IT service management software and a nascent competitor to CRM solutions. While losses are expected to increase with S&M spending, Freshworks has delivered solid growth and 100%+ net dollar-based revenue retention as of 6/30/21.\nCanadian consumer products company Knowlton Development(KDC) plans to raise $800 million at a $3.1 billion market cap. Over the past three years, Knowlton has been responsible for co-developing 9,000+ products across a variety of categories, and its products are sold by its brand partners in 70+ countries. Despite using offering proceeds to pay down debt, Knowlton will be leveraged post-IPO.\nRestaurant payment processor Toast(TOST) plans to raise $685 million at a $17.9 billion market cap. Toast provides a suite of integrated payment and software solutions that are designed to streamline restaurant operations. The company grew ARR over 100% in the 1H21, though it has historically been unprofitable, and growth could slow as tailwinds from restaurants reopening abate.\nGlobal money transfer firm Remitly Global(RELY) plans to raise $487 million at a $7.5 billion market cap. Remitly provides digital financial services for immigrants and their families in over 135 countries, and it has expanded its core cross-border remittance product to over 1,700 corridors worldwide. The company has demonstrated growth and margin improvement, though it remains unprofitable.\nSoftware firm Clearwater Analytics(CWAN) plans to raise $450 million at a $3.7 billion market cap. Clearwater provides its 1,000+ clients with cloud-native software that allows them to simplify their investment accounting operations, and the company has a 100% recurring revenue model. A new investor and certain existing shareholders intend to purchase $150 million worth of shares in the IPO.\nFood company Sovos Brands(SOVO) plans to raise $350 million at a $1.5 billion market cap. Formed by Advent International, Sovos Brands offers a select group of acquired premium food brands. According to the company, its largest brand of products, Rao's, included the #1 selling SKU in the pasta and pizza sauce category. Profitable with solid growth, Sovos will be leveraged post-IPO.\nCustomer engagement software provider EngageSmart(ESMT) plans to raise $349 million at a $4.1 billion market cap. The company provides software that simplifies online workflows like paperless billing, electronic payment processing, scheduling, and client communication. While growth may slow post-pandemic, EngageSmart has a sticky customer based and a long track record of profitability.\nHiring solutions provider Sterling Check(STER) plans to raise $300 million at a $2.1 billion market cap. Sterling is one of the leading US providers of background checks for corporate and government customers. The company serves more than 50% of the Fortune 100, often with exclusive contracts, though it operates in a highly competitive market.\nJewelry retailer Brilliant Earth Group(BRLT) plans to raise $250 million at a $1.4 billion. Brilliant Earth is a digital-first jewelry company and a global leader in ethically sourced fine jewelry. The company has sold to consumers in all US states and over 50 countries, and has served over 370,000 customers through its e-commerce platform and 13 showrooms.\nOnline fashion platform a.k.a. Brands(AKA) plans to raise $250 million at a $2.3 billion market cap. a.k.a. acquires digitally-focused fashion brands oriented toward millennial and Gen Z consumers, starting with its acquisition of Princess Polly in 2018. The company has successfully expanded Princess Polly and has a long runway to grow its brands in the US, but its M&A strategy carries execution risk.\nCOVID-19 test maker Cue Health(HLTH) plans to raise $200 million at a $2.4 billion market cap. Cue’s first commercially available diagnostic test for use with its Cue Health Monitoring System is its COVID-19 Test Kit, which has been authorized by two EUAs. Cue has five additional Test Kits in late-stage technical development, for which it expects to begin seeking FDA authorization or clearance in the 2H22.\nLondon-listed crypto mining company Argo Blockchain(ARBK) plans to raise $138 million at an $855 million market cap. Argo states that it is a leading blockchain technology company focused on large-scale mining of Bitcoin and other cryptocurrencies. Argo has a fleet of more than 21,000 purpose-built computers (mining machines) and can generate more than 1,075 petahash per second.\nPersonalized supplements seller Thorne Healthtech(THRN) plans to raise $126 million at an $892 million market cap. The company’s vertically integrated brands, Thorne and Onegevity, provide actionable insights and personalized data, products, and services. Profitable with strong growth, Thorne has a base of more than 3 million customers.\nCanadian bank VersaBank(VBNK) plans to raise $50 million at a $269 million market cap. VersaBank is a Canadian Schedule I chartered bank and states that it is one of the world's first fully digital financial institutions. As of July 31, 2021, VersaBank had $1.8 billion in assets, $1.6 billion in loans, $1.5 billion in deposits, and $202 million in stockholders' equity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837191372,"gmtCreate":1629861751196,"gmtModify":1676530155311,"author":{"id":"3577331412124275","authorId":"3577331412124275","authorIdStr":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577331412124275"},"themes":[],"htmlText":"My first post","listText":"My first post","text":"My first post","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837191372","repostId":"837105215","repostType":1,"repost":{"id":837105215,"gmtCreate":1629861355237,"gmtModify":1676530155188,"author":{"id":"3577331412124275","authorId":"3577331412124275","authorIdStr":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577331412124275"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>&nbsp;apple is the king, who can compete me?? Show me一日一蘋果醫生遠離我","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>&nbsp;apple is the king, who can compete me?? Show me一日一蘋果醫生遠離我","text":"$Apple(AAPL)$ apple is the king, who can compete me?? Show me一日一蘋果醫生遠離我","images":[{"img":"https://static.tigerbbs.com/208d1cb1a378fe3d54affb3a088ecad3","width":"1200","height":"2133"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837105215","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887047114,"gmtCreate":1631950465938,"gmtModify":1676530676947,"author":{"id":"3577331412124275","authorId":"3577331412124275","authorIdStr":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577331412124275"},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/887047114","repostId":"2168754240","repostType":2,"repost":{"id":"2168754240","pubTimestamp":1631829342,"share":"https://ttm.financial/m/news/2168754240?lang=&edition=fundamental","pubTime":"2021-09-17 05:55","market":"us","language":"en","title":"Here is where ChargePoint (NYSE:CHPT) is Expanding and How Long it can Sustain Expenses","url":"https://stock-news.laohu8.com/highlight/detail?id=2168754240","media":"Simply Wall St.","summary":"This article was originally published on Simply Wall St News\nAs many investors know, ChargePoint Hol","content":"<html><body><p><em>This article was originally published on Simply Wall St News</em></p>\n<p>As many investors know, <strong>ChargePoint Holdings</strong> (NYSE:CHPT) markets networked <strong>electric vehicle (“EV”) charging system infrastructure</strong> (“Networked Charging Systems”) and cloud-based services which connect customers to the charging stations.</p>\n<p>ChargePoint is currently a market leader in North America in commercial Level 2 Alternating Current (“AC”) charging, where it has the largest market share. <strong>The company is also expanding into Europe</strong> with the rationale that a mix between EV usage growth and government incentives that drive down the cost for EV's will provide opportunities for revenue growth.</p>\n<p>Most of the Europe expansion is occurring by way of acquisitions, and ChargePoint is currently integrating 2 companies:</p>\n<ul>\n<li><em>has.to.be gmbh (“has.to.be” or “HTB”) for approximately Euro 250.0 million in cash and Company common stock subject to adjustments. has.to.be is an <strong>Austria-based e-mobility provider</strong> with a European charging software platform.</em></li>\n<li><em>ViriCiti B.V. (“ViriCiti”) for approximately Euro 75.0 million in cash, subject to adjustments. ViriCiti is a Netherlands-based provider of electrification solutions for eBus and commercial fleets.</em></li>\n</ul>\n<p>We will take a quick overview of the current performance of the company, and a deeper dive into the capacity of ChargePoint to finance growth projects, which should yield cash flows for investors. <em>Always keep in mind the end-game when looking at a business, it is their ability to generate cash flows to investors (and lenders), not revenues, not even net income (statutory profits).</em></p>\n<p>From the get-go we have a large red flag, as the company is operating since 2007 and has incurred net operating losses and negative cash flows from operations every year since its inception. Additionally, we looked at the projections, and it is hard to see this company becoming profitable in the next 3 years. None of this is actually bad, it may well be worth the wait, but investors should be aware that they are buying into a company whose market cap, values the present value of cash flows above US$6.6b!</p>\n<p>Les's see how the company stands according to the latest report.</p>\n<p>On the 3rd of September, ChargePoint release its second quarter 2021 earnings. The company reported a mediocre second quarter result with increased losses and weaker control over costs, although revenues improved.</p>\n<p>Second quarter 2022 results:</p>\n<ul>\n<li><em>Revenue: US$56.1m (up 61% from 2Q 2021)</em></li>\n<li><em>Net loss: US$84.9m (loss widened 141% from 2Q 2021)</em></li>\n</ul>\n<p>The revenues are on route and growing. The company even issued an update on guidance, raising revenue expectations to US$235m for the whole Fiscal Year 2021.</p>\n<p>The net loss position is a feature of a developing company, because they have to make massive reinvestments in order to attain the market share needed to turn a profit. Continually investing necessitates a clear path to profitability for the company, as well as a sense of the extent of the profit potential. In other words, management needs to come up with a clear path to when the company will be profitable and by what margin.</p>\n<p><span> <span>View our latest analysis for ChargePoint Holdings</span> </span></p>\n<p>Now that we have a sense of the business performance and what to expect going forward, let's examine ChargePoint's capacity to fund projects before breaking profit.</p>\n<h3><span>How Long Is ChargePoint Holdings' Cash Runway?</span></h3>\n<p><span>A cash runway is defined as the length of time it would take a company to run out of money if it kept spending at its current rate of cash burn.</span></p>\n<p><span>In July 2021, <strong>ChargePoint Holdings had US$618m in cash</strong>, and was debt-free.</span> <span>Importantly, its cash burn was US$116m over the trailing twelve months.</span> <span>Meaning that it had a <strong>cash runway of about 5.3 years from July 2021.</strong></span><strong> </strong></p>\n<p><span>Depicted below, you can see how its cash holdings have changed over time.</span></p>\n<figure>\n<img src=\"https://s.yimg.com/uu/api/res/1.2/YKh9yxyMuhLiQ2IWhkBfOw--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/simply_wall_st__316/78dfb35e5959e0b675d79cd9809cc82d\"/>\n<figcaption>\n  NYSE:CHPT Debt to Equity History September 16th 2021\n </figcaption>\n</figure>\n<h3>How Well Is ChargePoint Holdings Growing?</h3>\n<p><span>Some investors might find it troubling that ChargePoint Holdings is actually <em>increasing</em> its cash burn, which is up 22% in the last year.</span> <span>The silver lining is that revenue was up 22%, showing the business is growing at the top line.</span></p>\n<p><span>While the past is always worth studying, it is the future that matters most of all.</span> <span>For that reason, it makes a lot of sense to take a look at our analyst forecasts for the company.</span></p>\n<h3><span>How Hard Would It Be For ChargePoint Holdings To Raise More Cash For Growth?</span></h3>\n<p><span>While ChargePoint seems to be in a decent position, we reckon it is still worth thinking about how easily it could raise more cash, as companies that are still developing tend to use investor funding.</span></p>\n<p><span>Many companies end up issuing new shares to fund future growth.</span> <span>By looking at a company's cash burn relative to its market capitalization, we gain insight on how much shareholders would be diluted if the company needed to raise enough cash to cover another year's cash burn.</span></p>\n<p><span>ChargePoint Holdings' cash burn of US$116m is about 1.7% of its US$6.6b market capitalization.</span> <span>So it could  easily raise the cash by issuing a few shares.</span></p>\n<h3><span>Key Takeaways</span></h3>\n<p>ChargePoint is in the initial phases of developing its business model since it became a publicly traded company. Growth is well under way, but the company is far from profitable, and it is hard to estimate what the profit margins will look like when the company grows. This adds on to the risk of investing, since investors are speculating on what the cash flows are going to look like 10 or more years from now.</p>\n<p>The company is heavily investing into projects and is also moving into Europe, currently by way of acquisitions. The capacity for investing based on the current cash and expenditures is some good 5.3 years. Investors would note, that at present market valuation the company can easily raise additional capital by issuing additional shares and with that, extend the cash runway for developing the business.</p>\n<p><span>It's important for readers to be cognizant of the risks that can affect the company's operations, and we've picked out <strong>3 warning signs for ChargePoint Holdings</strong> that investors should know when investing in the stock.</span></p>\n<p><span>Of course <strong>ChargePoint Holdings may not be the best stock to buy</strong>. So you may wish to see this <strong>free</strong> collection of companies boasting high return on equity, or this list of stocks that insiders are buying.</span></p>\n<p><i>Simply Wall St analyst Goran Damchevski and Simply Wall St have no position in any of the companies mentioned. This article is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.</i></p>\n<p><strong>Have feedback on this article? Concerned about the content? Get in touch with us directly.</strong><em> Alternatively, email editorial-team@simplywallst.com</em></p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here is where ChargePoint (NYSE:CHPT) is Expanding and How Long it can Sustain Expenses</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\">\nHere is where ChargePoint (NYSE:CHPT) is Expanding and How Long it can Sustain Expenses\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-17 05:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/where-chargepoint-nyse-chpt-expanding-215542802.html><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This article was originally published on Simply Wall St News\nAs many investors know, ChargePoint Holdings (NYSE:CHPT) markets networked electric vehicle (“EV”) charging system infrastructure (“...</p>\n\n<a href=\"https://finance.yahoo.com/news/where-chargepoint-nyse-chpt-expanding-215542802.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/Bcu5LYtfzP5eCpZp1OC98Q--~B/aD00MzI7dz0xMTk0O2FwcGlkPXl0YWNoeW9u/https://s.yimg.com/uu/api/res/1.2/pqyYOHxaWH.8u18Gy5gkHQ--~B/aD00MzI7dz0xMTk0O2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/simply_wall_st__316/6ab18196d6ec761f9ba75009bcc254c6","relate_stocks":{"CHPT":"ChargePoint Holdings Inc."},"source_url":"https://finance.yahoo.com/news/where-chargepoint-nyse-chpt-expanding-215542802.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2168754240","content_text":"This article was originally published on Simply Wall St News\nAs many investors know, ChargePoint Holdings (NYSE:CHPT) markets networked electric vehicle (“EV”) charging system infrastructure (“Networked Charging Systems”) and cloud-based services which connect customers to the charging stations.\nChargePoint is currently a market leader in North America in commercial Level 2 Alternating Current (“AC”) charging, where it has the largest market share. The company is also expanding into Europe with the rationale that a mix between EV usage growth and government incentives that drive down the cost for EV's will provide opportunities for revenue growth.\nMost of the Europe expansion is occurring by way of acquisitions, and ChargePoint is currently integrating 2 companies:\n\nhas.to.be gmbh (“has.to.be” or “HTB”) for approximately Euro 250.0 million in cash and Company common stock subject to adjustments. has.to.be is an Austria-based e-mobility provider with a European charging software platform.\nViriCiti B.V. (“ViriCiti”) for approximately Euro 75.0 million in cash, subject to adjustments. ViriCiti is a Netherlands-based provider of electrification solutions for eBus and commercial fleets.\n\nWe will take a quick overview of the current performance of the company, and a deeper dive into the capacity of ChargePoint to finance growth projects, which should yield cash flows for investors. Always keep in mind the end-game when looking at a business, it is their ability to generate cash flows to investors (and lenders), not revenues, not even net income (statutory profits).\nFrom the get-go we have a large red flag, as the company is operating since 2007 and has incurred net operating losses and negative cash flows from operations every year since its inception. Additionally, we looked at the projections, and it is hard to see this company becoming profitable in the next 3 years. None of this is actually bad, it may well be worth the wait, but investors should be aware that they are buying into a company whose market cap, values the present value of cash flows above US$6.6b!\nLes's see how the company stands according to the latest report.\nOn the 3rd of September, ChargePoint release its second quarter 2021 earnings. The company reported a mediocre second quarter result with increased losses and weaker control over costs, although revenues improved.\nSecond quarter 2022 results:\n\nRevenue: US$56.1m (up 61% from 2Q 2021)\nNet loss: US$84.9m (loss widened 141% from 2Q 2021)\n\nThe revenues are on route and growing. The company even issued an update on guidance, raising revenue expectations to US$235m for the whole Fiscal Year 2021.\nThe net loss position is a feature of a developing company, because they have to make massive reinvestments in order to attain the market share needed to turn a profit. Continually investing necessitates a clear path to profitability for the company, as well as a sense of the extent of the profit potential. In other words, management needs to come up with a clear path to when the company will be profitable and by what margin.\n View our latest analysis for ChargePoint Holdings \nNow that we have a sense of the business performance and what to expect going forward, let's examine ChargePoint's capacity to fund projects before breaking profit.\nHow Long Is ChargePoint Holdings' Cash Runway?\nA cash runway is defined as the length of time it would take a company to run out of money if it kept spending at its current rate of cash burn.\nIn July 2021, ChargePoint Holdings had US$618m in cash, and was debt-free. Importantly, its cash burn was US$116m over the trailing twelve months. Meaning that it had a cash runway of about 5.3 years from July 2021. \nDepicted below, you can see how its cash holdings have changed over time.\n\n\n\n  NYSE:CHPT Debt to Equity History September 16th 2021\n \n\nHow Well Is ChargePoint Holdings Growing?\nSome investors might find it troubling that ChargePoint Holdings is actually increasing its cash burn, which is up 22% in the last year. The silver lining is that revenue was up 22%, showing the business is growing at the top line.\nWhile the past is always worth studying, it is the future that matters most of all. For that reason, it makes a lot of sense to take a look at our analyst forecasts for the company.\nHow Hard Would It Be For ChargePoint Holdings To Raise More Cash For Growth?\nWhile ChargePoint seems to be in a decent position, we reckon it is still worth thinking about how easily it could raise more cash, as companies that are still developing tend to use investor funding.\nMany companies end up issuing new shares to fund future growth. By looking at a company's cash burn relative to its market capitalization, we gain insight on how much shareholders would be diluted if the company needed to raise enough cash to cover another year's cash burn.\nChargePoint Holdings' cash burn of US$116m is about 1.7% of its US$6.6b market capitalization. So it could  easily raise the cash by issuing a few shares.\nKey Takeaways\nChargePoint is in the initial phases of developing its business model since it became a publicly traded company. Growth is well under way, but the company is far from profitable, and it is hard to estimate what the profit margins will look like when the company grows. This adds on to the risk of investing, since investors are speculating on what the cash flows are going to look like 10 or more years from now.\nThe company is heavily investing into projects and is also moving into Europe, currently by way of acquisitions. The capacity for investing based on the current cash and expenditures is some good 5.3 years. Investors would note, that at present market valuation the company can easily raise additional capital by issuing additional shares and with that, extend the cash runway for developing the business.\nIt's important for readers to be cognizant of the risks that can affect the company's operations, and we've picked out 3 warning signs for ChargePoint Holdings that investors should know when investing in the stock.\nOf course ChargePoint Holdings may not be the best stock to buy. So you may wish to see this free collection of companies boasting high return on equity, or this list of stocks that insiders are buying.\nSimply Wall St analyst Goran Damchevski and Simply Wall St have no position in any of the companies mentioned. This article is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\nHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","news_type":1},"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838452132,"gmtCreate":1629425497226,"gmtModify":1676530036689,"author":{"id":"3577331412124275","authorId":"3577331412124275","authorIdStr":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577331412124275"},"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/838452132","repostId":"1197350230","repostType":2,"repost":{"id":"1197350230","pubTimestamp":1629424112,"share":"https://ttm.financial/m/news/1197350230?lang=&edition=fundamental","pubTime":"2021-08-20 09:48","market":"us","language":"zh","title":"台积电市值超腾讯、阿里：互联网不香了？","url":"https://stock-news.laohu8.com/highlight/detail?id=1197350230","media":"好看商业","summary":"硬科技公司真的逆袭了？","content":"<blockquote>\n 截至8月18日，<a href=\"https://laohu8.com/S/TSM\">台积电</a>美股市盈率31倍，超过<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、脸书、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>；<a href=\"https://laohu8.com/S/300750\">宁德时代</a>正在A股享受172倍的“市梦率”。港股的腾讯盈率却创近5年新低。硬科技公司真的逆袭了？\n</blockquote>\n<p>风水轮流转，资本市场的热门题材也是如此。</p>\n<p>Refinitiv Eikon 截至8月18日上午亚洲时段的数据，台积电市值超过 5380 亿美元，首次成为亚洲市值最高的股票。</p>\n<p><img src=\"https://static.tigerbbs.com/ab526146cad1d5d311a40189c0350b17\" tg-width=\"552\" tg-height=\"426\" referrerpolicy=\"no-referrer\"></p>\n<p><i>台积电、腾讯、阿里近期市值比较</i></p>\n<p>同时，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>以约为5360 亿美元市值位居第二，阿里巴巴排在第三，市值约 4720 亿美元。</p>\n<p>截至8月18日美股收盘，台积电市值超5728亿美元；阿里巴巴市值4672亿美元；8月19日，腾讯在港股以3.44%的跌幅收盘，市值4.04万亿（约合5183.32亿美元）。与台积电市值差距再次拉大。</p>\n<p>今年初至今，台积电的股价也较2月份高点142美元跌超20%，不过最近几个月一直在110美元-120美元之间小幅震荡。同期，腾讯、阿里股价却分别跌超45%和40%。</p>\n<p>在A股，今年初至8月10日，沪深300指数下跌3%，宁德时代股价上涨45%，市值大增3711亿元，成A股市值增长冠军。</p>\n<p><img src=\"https://static.tigerbbs.com/4a08eb991c8a6ca10ef82a004d6f90bd\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>今年以来，昔日市值之王——<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>风光不再，目前市值20389亿元，较今年2月中旬3.27万亿的高点已经蒸发1.2万亿。</p>\n<p>市场上有诸多乐观的分析认为，宁德时代将很快超过茅台市值，成为A股新市值之王。</p>\n<p>与腾讯、阿里这样的消费互联网起家的巨头，和茅台这样的消费白马股不同，台积电、宁德时代都属于硬科技公司。</p>\n<p>因此，有声音认为，两类题材股在资本市场此消彼长，意味着硬科技时代的到来。</p>\n<p>真的是这样吗？他们之间的市值轮动是怎么产生的？</p>\n<p><b>硬科技股疯狂</b></p>\n<p><b>芯片、新能源在内的硬科技不仅市场需求强劲，而且享受政策面利好，这种确定性让资本市场更愿意为高市值，甚至愿意为“市梦率”买单。</b></p>\n<p>2020年以来，5G、新能源汽车、IOT等应用对芯片需求激增，再加上“芯片荒”蔓延和疫情影响，多重利好刺激台积电等芯片概念股业绩和股价飙升。</p>\n<p>台积电成立于1987年，目前是全球第一大芯片代工厂。在芯片制造工艺上，目前台积电5nm工艺已量产，3nm产品将于2022年进入大批量生产；台积电近期还获得了在台湾地区修建2nm制程芯片厂的许可。苹果、<a href=\"https://laohu8.com/S/QCOM\">高通</a>和<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>等都是台积电的客户。</p>\n<p>2020年，台积电全年营收474.4亿，同比增长31.4%；去年台积电的股价飙升约60%，创新历史新高。</p>\n<p>今年前2个季度，台积电合计营收262.09亿美元，较去年同期的206.91美元增长26.7%；净利润方面，台积电今年前两个季度共实现净利润97.83亿美元，去年同期为86.96亿美元，涨幅12.5%。</p>\n<p>台积电董事刘德音认为，公司运营已经进入持续高增长期，未来5年复合增长率将达到10%~15%。</p>\n<p>截至8月18日，台积电在美股市盈率31倍，超过英特尔的11.6倍、苹果的28.59倍、谷歌的29倍，和<a href=\"https://laohu8.com/S/FB\">Facebook</a>的26倍。</p>\n<p>Argus的分析师Jim Kelleher在6月份的研报中给予台积电“买入”评级，目标价150美元。换句话说，他认为台积电股价仍有超36%的上涨空间。Jim Kelleher的乐观判断基于台积电\"积极的\"五年资本开支计划，它“正成为解决全球芯片供需问题的关键”。</p>\n<p>在A股，据数据宝统计，2月8日——8月13日半导体板块平均上涨65%。</p>\n<p><a href=\"https://laohu8.com/S/601377\">兴业证券</a>曾判断，芯片缺货可能还会持续一年以上，因此，对应的晶圆制造和上游的半导体设备将会明显受益，国内的<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>、<a href=\"https://laohu8.com/S/01347\">华虹半导体</a>、<a href=\"https://laohu8.com/S/688396\">华润微</a>、<a href=\"https://laohu8.com/S/002371\">北方华创</a>、<a href=\"https://laohu8.com/S/688200\">华峰测控</a>、<a href=\"https://laohu8.com/S/603690\">至纯科技</a>等公司景气度仍将继续提升。</p>\n<p>国内芯片概念股业绩和股价飙升背后，除了芯片市场需求强劲，还有政府大力发展国产的决心和支持。</p>\n<p>比如，2020年8月，国务院发布《新时期促进集成电路产业和软件产业高质量发展的若干政策》，其中提到要大力支持集成电路产业和软件产业的高质量发展。</p>\n<p>中国是全球最大的半导体消费市场，但芯片自给率仍需提高。IC Insights预测，2023年国内芯片市场规模将达2290亿美元，而自给率约不足20%。因此，芯片的国产替代空间巨大。</p>\n<p>在全球各国都在轰轰烈烈推进清洁能源替代传统化石能源的背景下，新能源概念股也在资本市场持续火爆。</p>\n<p>在A股，宁德时代上市三年，股价上涨20倍，目前市盈率172倍；另一新能源巨头<a href=\"https://laohu8.com/S/002594\">比亚迪</a>市值正逼近万亿元大关，最新市盈率192倍。</p>\n<p>即便市值高企，仍有人愿意给出更高价。比如，<a href=\"https://laohu8.com/S/601066\">中信建投</a>近日给出比亚迪1.5万亿的目标市值，较当前市值还能涨70%。而<a href=\"https://laohu8.com/S/600030\">中信证券</a>8月份的研报维持宁德时代“买入”评级，目标价754元，意味着股价至少还有50%的上涨空间。</p>\n<p>但面对如此乐观的预测，已经有人感到“泡沫”的存在，惊呼这已经到了“市梦率”的水平。</p>\n<p><b>互联网/消费巨头为何失宠？</b></p>\n<p><b>在资本市场享受高市盈率甚至市梦率，曾经是互联网公司、消费白马股的待遇。</b></p>\n<p>上世纪90年代，全世界都在欢呼互联网时代来了。那时候，Amazon、<a href=\"https://laohu8.com/S/EBAY\">eBay</a>、阿里巴巴、腾讯等一大批互联网公司横空出世。资本市场扔掉传统的估值工具，双手为互联网公司奉上高市盈率甚至市梦率。</p>\n<p>就中国互联网公司来说，流量红利见顶意味着消费互联网的高增长结束了。监管的收紧又带来高度不确定性。</p>\n<p>8月18日，腾讯总裁刘炽平在二季度财报后的电话会中表示，互联网监管收紧是全球趋势，目前中国互联网监管相对而言比较松，但在收紧，相信未来还会有更多的监管措施出台。</p>\n<p>尤其今年以来，国内监管层在未成年人保护、文化监管、保护个人数据安全、互联网反垄断等多个方面密集出台更高要求和政策。互联网企业的税后优惠也可能面临调整。</p>\n<p>重拳整治下的互联网行业一片哀嚎，中概股也变成了“中丐股”。</p>\n<p>据《财经》对247家中概股的统计，去年12月31日，其总市值为2.27万亿美元；至今年8月16日收盘，他们的总市值只剩下1.7万亿美元，意味着大半年蒸发了5700亿美元，跌幅25.1%。</p>\n<p>以腾讯为例，今年上半年，腾讯营收2735.62亿元，同比增长23%；净利润920.3亿元，同比增长49%。</p>\n<p><b>可见，腾讯虽然增速趋缓，但业绩基本面仍然稳定。</b></p>\n<p>但今年上半年，腾讯股价却从2月份高点773.9港元，跌至目前的最低419.2港元，跌幅超45%。</p>\n<p><b>目前腾讯市盈率18倍，为近5年来最低水平。</b></p>\n<p>近日，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、<a href=\"https://laohu8.com/S/GS\">高盛</a>、大和证券、<a href=\"https://laohu8.com/S/002736\">国信证券</a>等多家投行仍维持腾讯的“买入”评级，目标价在700港元+。</p>\n<p>中长期来看，腾讯依然是优质投资标的。值得一提的是，中国股神段永平近期在股票社区透露自己买入了腾讯，“再跌再多买些”。</p>\n<p>再看贵州茅台。2020年，贵州茅台是A股市值增长冠军，一年涨幅85%。截至8月18日，茅台在盘中跌至1600元，较2月创下的历史高位2608.59元已下跌约38％。</p>\n<p><img src=\"https://static.tigerbbs.com/c93f3062f2c0d3f992c82af1804f61a8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><b>但茅台的基本面没有发生本质变化。</b></p>\n<p>今年上半年，茅台收入同比增长11.68%，归母净利润同比上升9%；第二季度营收同比增长13.6%；归母净利润同比增长12.5%，两者增速较一季度环比均有所提升，符合预期。</p>\n<p>茅台股价跌跌不休背后，是北向资金的持续卖出。今年一季度，北向资金减持茅台841.08万股后，二季度减持6.23万股。7月30日至今，北向资金连续减持贵州茅台。</p>\n<p>今年以来，A股市场风格更偏好高成长股，茅台的业绩增速整体平稳，趋于放缓，相比那些在高增长、超预期增长的股票就逊色了许多。</p>\n<p><a href=\"https://laohu8.com/S/06030\">中信证券</a>认为，近几年，茅台在品牌价值、产品结构（尤其是非标产品构建的超高端矩阵）、渠道改革、抵御风险能力等多方面均有明显提升，当下估值具备高性价比。</p>\n<p>所以，中信证券维持茅台一年期目标价3000元。<a href=\"https://laohu8.com/S/601099\">太平洋</a>证券近日给茅台的目标价是2500元。</p>\n<p>由此来看，腾讯、茅台都处于估值底部。需要说明的是，券商给出的目标价都是基于过往正常使用的底层逻辑——公司有能力实现增长、赚更多钱。一旦发生不可抗因素破坏市场对底层逻辑的相信，那么，腾讯、茅台是否还会继续下跌就另说了。</p>\n<p><b>互联网向硬科技转型的冲动与挑战</b></p>\n<p><b>实际上就国内来看，少数硬科技公司的市值冲高并不能代表硬科技产业已经替代互联网、消费产业，成为真正的经济顶梁柱。</b></p>\n<p>根据万得发布的“2021年半年度中国上市企业市值500强”榜单，市值前50的企业里，金融公司占12席，白酒等消费类公司占9家，BAT等互联网公司占10席，医疗类有</p>\n<p>这份榜单里，能称得上硬科技公司的只有宁德时代（第8）、比亚迪（第19），哈康威视（第20）、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>（第29）、<a href=\"https://laohu8.com/S/601012\">隆基股份</a>（第30）等，在榜单前50中仅占约10%。</p>\n<p><b>但科学技术永远是第一生产力，互联网公司向硬科技转型是大势所趋。</b></p>\n<p>过去很多年，腾讯在战略上一直强调专注做连接和内容，但从2016年开始，马化腾在内部就提出：腾讯未来要做的是一家科技公司。</p>\n<p>马化腾曾对媒体表示，我们现在越来越感觉到，最终归根结底可能还是要通过技术的进步，企业才有可能有保持在战略方面的制高点。</p>\n<p>几乎与腾讯前后脚，阿里也在向“科技”公司转型。2017年3月，阿里举办首届技术大会，并在会上透露正在启动“NASA”计划——要面向未来 20 年，组建强大的独立研发部门，建立新的机制体制，为服务 20 亿人的新经济体储备核心科技。</p>\n<p>也是在这次大会上，阿里公开亲手撕“电商”标签，自称是一家科技公司。</p>\n<p>同样是2017年，在<a href=\"https://laohu8.com/S/BIDU\">百度</a>联盟大会上，李彦宏宣布——百度不再是一家互联网公司，而是一家人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>公司。</p>\n<p>几年过去了，BAT从互联网向科技转型的成果如何呢？</p>\n<p>以2021年上半年营收看，阿里87%的营收依然来自“商业”，其中的客户管理（广告+佣金）占总营收的39%；而阿里云和创新业务的营收贡献仅占9%。</p>\n<p>同期，以游戏和直播为主的增值服务仍占腾讯营收的50%以上，不过金融科技和企业服务收入在今年Q2已经占到30%。</p>\n<p>而广告业务依然是百度营收的基本盘，今年前两个季度，广告在百度核心营收中的占比均超79%。</p>\n<p><b>除了自研，腾讯和阿里通过投资布局了硬科技公司。</b></p>\n<p>从AI芯片领域的<a href=\"https://laohu8.com/S/688256\">寒武纪</a>、深鉴科技，到计算机视觉领域的商汤科技、旷视科技，阿里全都通过投资的方式揽入其AI棋局中。</p>\n<p>据《智东西》统计，自2014年腾讯做出第一笔AI投资到2019年4月，其在AI领域的投资数量就达38起，总金额破百亿元，主要围绕以自动驾驶、智慧医疗、<a href=\"https://laohu8.com/S/300024\">机器人</a>为主的3+n行业进行布局。</p>\n<p>相比来说，百度这几年一直在AI领域押重注，且决心巨大。李彦宏曾说，“百度每年投入营收的15%进行 AI 研发。”</p>\n<p>百度AI主要体现在百度的创新业务中，其中包括百度智能云、DuerOS、小度音箱、Apollo等。</p>\n<p>不过目前这部分的收入主要依靠百度智能云。无论Apollo还是造车，目前能给百度带来的商业化收入还很有限。</p>\n<p>这也是考验百度战略定力的地方：一方面AI需要持续的投入，另一方面，它的商业化落地目前仍存在现实困难，很难在短期内快速商业化。</p>\n<p>经历去年底到今年初的短暂上涨后，百度股价目前基本又回到了上涨前的水平。投入大见效慢的AI又成了百度股价的“拖油瓶”。</p>","source":"lsy1622337641338","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>台积电市值超腾讯、阿里：互联网不香了？</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; 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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台积电市值超腾讯、阿里：互联网不香了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 09:48 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/IkrRvsIY1TF_gCCKQTI4bw><strong>好看商业</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>截至8月18日，台积电美股市盈率31倍，超过苹果、脸书、英特尔、谷歌、阿里巴巴；宁德时代正在A股享受172倍的“市梦率”。港股的腾讯盈率却创近5年新低。硬科技公司真的逆袭了？\n\n风水轮流转，资本市场的热门题材也是如此。\nRefinitiv Eikon 截至8月18日上午亚洲时段的数据，台积电市值超过 5380 亿美元，首次成为亚洲市值最高的股票。\n\n台积电、腾讯、阿里近期市值比较\n同时，腾讯控股...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/IkrRvsIY1TF_gCCKQTI4bw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"09988":"阿里巴巴-W","00700":"腾讯控股","TSM":"台积电","TCEHY":"腾讯控股ADR","BABA":"阿里巴巴"},"source_url":"https://mp.weixin.qq.com/s/IkrRvsIY1TF_gCCKQTI4bw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197350230","content_text":"截至8月18日，台积电美股市盈率31倍，超过苹果、脸书、英特尔、谷歌、阿里巴巴；宁德时代正在A股享受172倍的“市梦率”。港股的腾讯盈率却创近5年新低。硬科技公司真的逆袭了？\n\n风水轮流转，资本市场的热门题材也是如此。\nRefinitiv Eikon 截至8月18日上午亚洲时段的数据，台积电市值超过 5380 亿美元，首次成为亚洲市值最高的股票。\n\n台积电、腾讯、阿里近期市值比较\n同时，腾讯控股以约为5360 亿美元市值位居第二，阿里巴巴排在第三，市值约 4720 亿美元。\n截至8月18日美股收盘，台积电市值超5728亿美元；阿里巴巴市值4672亿美元；8月19日，腾讯在港股以3.44%的跌幅收盘，市值4.04万亿（约合5183.32亿美元）。与台积电市值差距再次拉大。\n今年初至今，台积电的股价也较2月份高点142美元跌超20%，不过最近几个月一直在110美元-120美元之间小幅震荡。同期，腾讯、阿里股价却分别跌超45%和40%。\n在A股，今年初至8月10日，沪深300指数下跌3%，宁德时代股价上涨45%，市值大增3711亿元，成A股市值增长冠军。\n\n今年以来，昔日市值之王——贵州茅台风光不再，目前市值20389亿元，较今年2月中旬3.27万亿的高点已经蒸发1.2万亿。\n市场上有诸多乐观的分析认为，宁德时代将很快超过茅台市值，成为A股新市值之王。\n与腾讯、阿里这样的消费互联网起家的巨头，和茅台这样的消费白马股不同，台积电、宁德时代都属于硬科技公司。\n因此，有声音认为，两类题材股在资本市场此消彼长，意味着硬科技时代的到来。\n真的是这样吗？他们之间的市值轮动是怎么产生的？\n硬科技股疯狂\n芯片、新能源在内的硬科技不仅市场需求强劲，而且享受政策面利好，这种确定性让资本市场更愿意为高市值，甚至愿意为“市梦率”买单。\n2020年以来，5G、新能源汽车、IOT等应用对芯片需求激增，再加上“芯片荒”蔓延和疫情影响，多重利好刺激台积电等芯片概念股业绩和股价飙升。\n台积电成立于1987年，目前是全球第一大芯片代工厂。在芯片制造工艺上，目前台积电5nm工艺已量产，3nm产品将于2022年进入大批量生产；台积电近期还获得了在台湾地区修建2nm制程芯片厂的许可。苹果、高通和英伟达等都是台积电的客户。\n2020年，台积电全年营收474.4亿，同比增长31.4%；去年台积电的股价飙升约60%，创新历史新高。\n今年前2个季度，台积电合计营收262.09亿美元，较去年同期的206.91美元增长26.7%；净利润方面，台积电今年前两个季度共实现净利润97.83亿美元，去年同期为86.96亿美元，涨幅12.5%。\n台积电董事刘德音认为，公司运营已经进入持续高增长期，未来5年复合增长率将达到10%~15%。\n截至8月18日，台积电在美股市盈率31倍，超过英特尔的11.6倍、苹果的28.59倍、谷歌的29倍，和Facebook的26倍。\nArgus的分析师Jim Kelleher在6月份的研报中给予台积电“买入”评级，目标价150美元。换句话说，他认为台积电股价仍有超36%的上涨空间。Jim Kelleher的乐观判断基于台积电\"积极的\"五年资本开支计划，它“正成为解决全球芯片供需问题的关键”。\n在A股，据数据宝统计，2月8日——8月13日半导体板块平均上涨65%。\n兴业证券曾判断，芯片缺货可能还会持续一年以上，因此，对应的晶圆制造和上游的半导体设备将会明显受益，国内的中芯国际、华虹半导体、华润微、北方华创、华峰测控、至纯科技等公司景气度仍将继续提升。\n国内芯片概念股业绩和股价飙升背后，除了芯片市场需求强劲，还有政府大力发展国产的决心和支持。\n比如，2020年8月，国务院发布《新时期促进集成电路产业和软件产业高质量发展的若干政策》，其中提到要大力支持集成电路产业和软件产业的高质量发展。\n中国是全球最大的半导体消费市场，但芯片自给率仍需提高。IC Insights预测，2023年国内芯片市场规模将达2290亿美元，而自给率约不足20%。因此，芯片的国产替代空间巨大。\n在全球各国都在轰轰烈烈推进清洁能源替代传统化石能源的背景下，新能源概念股也在资本市场持续火爆。\n在A股，宁德时代上市三年，股价上涨20倍，目前市盈率172倍；另一新能源巨头比亚迪市值正逼近万亿元大关，最新市盈率192倍。\n即便市值高企，仍有人愿意给出更高价。比如，中信建投近日给出比亚迪1.5万亿的目标市值，较当前市值还能涨70%。而中信证券8月份的研报维持宁德时代“买入”评级，目标价754元，意味着股价至少还有50%的上涨空间。\n但面对如此乐观的预测，已经有人感到“泡沫”的存在，惊呼这已经到了“市梦率”的水平。\n互联网/消费巨头为何失宠？\n在资本市场享受高市盈率甚至市梦率，曾经是互联网公司、消费白马股的待遇。\n上世纪90年代，全世界都在欢呼互联网时代来了。那时候，Amazon、eBay、阿里巴巴、腾讯等一大批互联网公司横空出世。资本市场扔掉传统的估值工具，双手为互联网公司奉上高市盈率甚至市梦率。\n就中国互联网公司来说，流量红利见顶意味着消费互联网的高增长结束了。监管的收紧又带来高度不确定性。\n8月18日，腾讯总裁刘炽平在二季度财报后的电话会中表示，互联网监管收紧是全球趋势，目前中国互联网监管相对而言比较松，但在收紧，相信未来还会有更多的监管措施出台。\n尤其今年以来，国内监管层在未成年人保护、文化监管、保护个人数据安全、互联网反垄断等多个方面密集出台更高要求和政策。互联网企业的税后优惠也可能面临调整。\n重拳整治下的互联网行业一片哀嚎，中概股也变成了“中丐股”。\n据《财经》对247家中概股的统计，去年12月31日，其总市值为2.27万亿美元；至今年8月16日收盘，他们的总市值只剩下1.7万亿美元，意味着大半年蒸发了5700亿美元，跌幅25.1%。\n以腾讯为例，今年上半年，腾讯营收2735.62亿元，同比增长23%；净利润920.3亿元，同比增长49%。\n可见，腾讯虽然增速趋缓，但业绩基本面仍然稳定。\n但今年上半年，腾讯股价却从2月份高点773.9港元，跌至目前的最低419.2港元，跌幅超45%。\n目前腾讯市盈率18倍，为近5年来最低水平。\n近日，摩根士丹利、高盛、大和证券、国信证券等多家投行仍维持腾讯的“买入”评级，目标价在700港元+。\n中长期来看，腾讯依然是优质投资标的。值得一提的是，中国股神段永平近期在股票社区透露自己买入了腾讯，“再跌再多买些”。\n再看贵州茅台。2020年，贵州茅台是A股市值增长冠军，一年涨幅85%。截至8月18日，茅台在盘中跌至1600元，较2月创下的历史高位2608.59元已下跌约38％。\n\n但茅台的基本面没有发生本质变化。\n今年上半年，茅台收入同比增长11.68%，归母净利润同比上升9%；第二季度营收同比增长13.6%；归母净利润同比增长12.5%，两者增速较一季度环比均有所提升，符合预期。\n茅台股价跌跌不休背后，是北向资金的持续卖出。今年一季度，北向资金减持茅台841.08万股后，二季度减持6.23万股。7月30日至今，北向资金连续减持贵州茅台。\n今年以来，A股市场风格更偏好高成长股，茅台的业绩增速整体平稳，趋于放缓，相比那些在高增长、超预期增长的股票就逊色了许多。\n中信证券认为，近几年，茅台在品牌价值、产品结构（尤其是非标产品构建的超高端矩阵）、渠道改革、抵御风险能力等多方面均有明显提升，当下估值具备高性价比。\n所以，中信证券维持茅台一年期目标价3000元。太平洋证券近日给茅台的目标价是2500元。\n由此来看，腾讯、茅台都处于估值底部。需要说明的是，券商给出的目标价都是基于过往正常使用的底层逻辑——公司有能力实现增长、赚更多钱。一旦发生不可抗因素破坏市场对底层逻辑的相信，那么，腾讯、茅台是否还会继续下跌就另说了。\n互联网向硬科技转型的冲动与挑战\n实际上就国内来看，少数硬科技公司的市值冲高并不能代表硬科技产业已经替代互联网、消费产业，成为真正的经济顶梁柱。\n根据万得发布的“2021年半年度中国上市企业市值500强”榜单，市值前50的企业里，金融公司占12席，白酒等消费类公司占9家，BAT等互联网公司占10席，医疗类有\n这份榜单里，能称得上硬科技公司的只有宁德时代（第8）、比亚迪（第19），哈康威视（第20）、蔚来（第29）、隆基股份（第30）等，在榜单前50中仅占约10%。\n但科学技术永远是第一生产力，互联网公司向硬科技转型是大势所趋。\n过去很多年，腾讯在战略上一直强调专注做连接和内容，但从2016年开始，马化腾在内部就提出：腾讯未来要做的是一家科技公司。\n马化腾曾对媒体表示，我们现在越来越感觉到，最终归根结底可能还是要通过技术的进步，企业才有可能有保持在战略方面的制高点。\n几乎与腾讯前后脚，阿里也在向“科技”公司转型。2017年3月，阿里举办首届技术大会，并在会上透露正在启动“NASA”计划——要面向未来 20 年，组建强大的独立研发部门，建立新的机制体制，为服务 20 亿人的新经济体储备核心科技。\n也是在这次大会上，阿里公开亲手撕“电商”标签，自称是一家科技公司。\n同样是2017年，在百度联盟大会上，李彦宏宣布——百度不再是一家互联网公司，而是一家人工智能公司。\n几年过去了，BAT从互联网向科技转型的成果如何呢？\n以2021年上半年营收看，阿里87%的营收依然来自“商业”，其中的客户管理（广告+佣金）占总营收的39%；而阿里云和创新业务的营收贡献仅占9%。\n同期，以游戏和直播为主的增值服务仍占腾讯营收的50%以上，不过金融科技和企业服务收入在今年Q2已经占到30%。\n而广告业务依然是百度营收的基本盘，今年前两个季度，广告在百度核心营收中的占比均超79%。\n除了自研，腾讯和阿里通过投资布局了硬科技公司。\n从AI芯片领域的寒武纪、深鉴科技，到计算机视觉领域的商汤科技、旷视科技，阿里全都通过投资的方式揽入其AI棋局中。\n据《智东西》统计，自2014年腾讯做出第一笔AI投资到2019年4月，其在AI领域的投资数量就达38起，总金额破百亿元，主要围绕以自动驾驶、智慧医疗、机器人为主的3+n行业进行布局。\n相比来说，百度这几年一直在AI领域押重注，且决心巨大。李彦宏曾说，“百度每年投入营收的15%进行 AI 研发。”\n百度AI主要体现在百度的创新业务中，其中包括百度智能云、DuerOS、小度音箱、Apollo等。\n不过目前这部分的收入主要依靠百度智能云。无论Apollo还是造车，目前能给百度带来的商业化收入还很有限。\n这也是考验百度战略定力的地方：一方面AI需要持续的投入，另一方面，它的商业化落地目前仍存在现实困难，很难在短期内快速商业化。\n经历去年底到今年初的短暂上涨后，百度股价目前基本又回到了上涨前的水平。投入大见效慢的AI又成了百度股价的“拖油瓶”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173703238,"gmtCreate":1626684140524,"gmtModify":1703763289648,"author":{"id":"3577331412124275","authorId":"3577331412124275","authorIdStr":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577331412124275"},"themes":[],"htmlText":"Market will crash, if the thing happen?&nbsp;","listText":"Market will crash, if the thing happen?&nbsp;","text":"Market will crash, if the thing 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easily.","images":[{"img":"https://static.tigerbbs.com/97e0f2a17bc2f5d2cfcb0eb0ccf943e4","width":"1200","height":"2133"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/142223542","isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":116283625,"gmtCreate":1622803872767,"gmtModify":1704191490693,"author":{"id":"3577331412124275","authorId":"3577331412124275","authorIdStr":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577331412124275"},"themes":[],"htmlText":"PLTR macd cross..","listText":"PLTR macd cross..","text":"PLTR macd cross..","images":[{"img":"https://static.tigerbbs.com/9345e450f3820187f47d6670b1c6dba7","width":"1080","height":"2288"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/116283625","isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":358145528,"gmtCreate":1616676307764,"gmtModify":1704797262080,"author":{"id":"3577331412124275","authorId":"3577331412124275","authorIdStr":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577331412124275"},"themes":[],"htmlText":"Shd continue buy or wait and see?&nbsp;","listText":"Shd continue buy or wait and see?&nbsp;","text":"Shd continue buy or wait and see?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358145528","repostId":"2122417067","repostType":2,"repost":{"id":"2122417067","pubTimestamp":1616674504,"share":"https://ttm.financial/m/news/2122417067?lang=&edition=fundamental","pubTime":"2021-03-25 20:15","market":"us","language":"zh","title":"传iPhone 12 mini猛砍单，三星或躺赚苹果赔款","url":"https://stock-news.laohu8.com/highlight/detail?id=2122417067","media":"智东西","summary":"因为作为iPhone 12 mini显示器的唯一制造商，三星的OLED屏订单连带出现明显不足。如果今年罚款成立，这将是继iPhone 12 mini销售不佳后对苹果的又一打击。销量下降，一大原因是iPhone 12 mini表现低迷。苹果迷你机型的需求降低，使得苹果将在今年1至6月iPhone 12系列的生产目标下调至7500万部，降幅达20%。分析师称，下一代iPhone 13系列将于9月第三周发布。","content":"<html><body><article><p><strong>智东西（公众号：zhidxcom）</strong></p><p><strong>编译 |</strong>熊大宝</p><p><strong>编辑 |</strong>李水青</p><p>智东西3月25日消息，近日，业内人士在接受韩国《韩国先驱报》（koreaherald）采访时透露，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>很可能因iPhone 12 mini销量不佳对<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>进行赔偿。因为作为iPhone 12 mini显示器的唯一制造商，三星的OLED屏订单连带出现明显不足。</p><p>据了解，为获得更低的产品价格，苹果会与供应商签订相关协议以规定最低采购量。如未达到约定的采购量，苹果便需要支付一定数额的罚款。而三星对苹果的往年罚款都与iPhone销量下降相关。</p><p>如果今年罚款成立，这将是继iPhone 12 mini销售不佳后对苹果的又一打击。正如最近所披露的，三星显示器在2021年初面临着巨大的销量下滑，苹果可能因此再一次受到处罚。</p><p>这将是多年来，三星第三次因苹果没有按原计划订购而对其处罚——2019年，苹果被罚款6.83亿美元，2020年，苹果不得不向三星支付9.5亿美元。2019年，苹果受罚究其原因是iPhone X的销售速度严重下滑、iPhone XS需求低于预期等，当时苹果的解决方案是为新款iPad Pro和MacBook Pro配备OLED屏幕，以“消化”订单。2020年则因受新冠疫情影响，苹果关闭了大量线下门店，导致iPhone销量低于预期。</p><p>根据市场研究公司Omdia本月早些时候发布的一份报告，三星显示器2021年1月份的OLED面板出货量下降了9%，达到4500万台。销量下降，一大原因是iPhone 12 mini表现低迷。苹果迷你机型的需求降低，使得苹果将在今年1至6月iPhone 12系列的生产目标下调至7500万部，降幅达20%。</p><p>目前，还没有关于苹果对三星赔偿的具体金额的消息，但这笔赔偿并没有阻止苹果未来再生产一款iPhone迷你智能机。</p><p>事实上，已经有几份报告证实：一款5.4英寸的iPhone 13 mini正在与标准的6.1英寸机型和Pro-Max品牌的6.7英寸机型即将推出。</p><p>分析师称，下一代iPhone 13系列将于9月第三周发布。这意味着具体消息应该会在一周前发布，可能是9月7日。</p><p>来源：PhoneArena</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>传iPhone 12 mini猛砍单，三星或躺赚苹果赔款</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{ 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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传iPhone 12 mini猛砍单，三星或躺赚苹果赔款\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-25 20:15 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103252016187b6fdbaf&s=b><strong>智东西</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智东西（公众号：zhidxcom）编译 |熊大宝编辑 |李水青智东西3月25日消息，近日，业内人士在接受韩国《韩国先驱报》（koreaherald）采访时透露，苹果很可能因iPhone 12 mini销量不佳对三星进行赔偿。因为作为iPhone 12 mini显示器的唯一制造商，三星的OLED屏订单连带出现明显不足。据了解，为获得更低的产品价格，苹果会与供应商签订相关协议以规定最低采购量。如未达到...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103252016187b6fdbaf&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d74793caf6cedd95061ea268ab811c20","relate_stocks":{"SMSN.UK":"三星","09086":"华夏纳指-U","03086":"华夏纳指","AAPL":"苹果"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103252016187b6fdbaf&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2122417067","content_text":"智东西（公众号：zhidxcom）编译 |熊大宝编辑 |李水青智东西3月25日消息，近日，业内人士在接受韩国《韩国先驱报》（koreaherald）采访时透露，苹果很可能因iPhone 12 mini销量不佳对三星进行赔偿。因为作为iPhone 12 mini显示器的唯一制造商，三星的OLED屏订单连带出现明显不足。据了解，为获得更低的产品价格，苹果会与供应商签订相关协议以规定最低采购量。如未达到约定的采购量，苹果便需要支付一定数额的罚款。而三星对苹果的往年罚款都与iPhone销量下降相关。如果今年罚款成立，这将是继iPhone 12 mini销售不佳后对苹果的又一打击。正如最近所披露的，三星显示器在2021年初面临着巨大的销量下滑，苹果可能因此再一次受到处罚。这将是多年来，三星第三次因苹果没有按原计划订购而对其处罚——2019年，苹果被罚款6.83亿美元，2020年，苹果不得不向三星支付9.5亿美元。2019年，苹果受罚究其原因是iPhone X的销售速度严重下滑、iPhone XS需求低于预期等，当时苹果的解决方案是为新款iPad Pro和MacBook Pro配备OLED屏幕，以“消化”订单。2020年则因受新冠疫情影响，苹果关闭了大量线下门店，导致iPhone销量低于预期。根据市场研究公司Omdia本月早些时候发布的一份报告，三星显示器2021年1月份的OLED面板出货量下降了9%，达到4500万台。销量下降，一大原因是iPhone 12 mini表现低迷。苹果迷你机型的需求降低，使得苹果将在今年1至6月iPhone 12系列的生产目标下调至7500万部，降幅达20%。目前，还没有关于苹果对三星赔偿的具体金额的消息，但这笔赔偿并没有阻止苹果未来再生产一款iPhone迷你智能机。事实上，已经有几份报告证实：一款5.4英寸的iPhone 13 mini正在与标准的6.1英寸机型和Pro-Max品牌的6.7英寸机型即将推出。分析师称，下一代iPhone 13系列将于9月第三周发布。这意味着具体消息应该会在一周前发布，可能是9月7日。来源：PhoneArena","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}