建稳的朋友 personal page - To The Moon

建稳的朋友

建稳的朋友

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建稳的朋友

2023-04-17

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@HK窝轮女神Fifi:海底撈現狀及走勢分析

建稳的朋友

2023-03-23

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@虎港通:🔥人民幣可以直接購買港股了！快來睇下怎麼買？有何好處？

建稳的朋友

2023-03-21

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@輪證贏家:【輪證贏家】保持隊形

建稳的朋友

2023-02-28

$老虎证券(TIGR)$

建稳的朋友

2023-01-26

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@JC888:***Is Netflix ($NFLX) a Good Price & Good Company ? CEO Stepped Down !

建稳的朋友

2023-01-26

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@Tom_Brady:🚗Tesla reports record revenue⬆️ and beats on earnings📈

建稳的朋友

2023-01-11

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智者还是疯子？木头姐为什么“一条道走到黑”

建稳的朋友

2023-01-11

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联邦航空管理局警报系统出现故障，美国所有航班都已停飞

建稳的朋友

2022-12-25

$昇菘(OV8.SI)$ 🙏🙏

建稳的朋友

2022-12-13

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@WealthSquad:US Defense budget hit New High，TOP 13 Stocks to Focus

建稳的朋友

2022-11-16

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建稳的朋友

2022-11-16

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建稳的朋友

2022-11-16

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FTX破产波及逾百万债权人，创始人尝试融资填补亏空未果

建稳的朋友

2022-11-16

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亚马逊加码医疗健康领域，帮助治疗过敏、痤疮和脱发等

建稳的朋友

2022-11-16

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建稳的朋友

2022-11-10

$Schwab U.S. Large -Cap Growth ET(SCHG)$ 🙏🙏

建稳的朋友

2022-10-19

🙏🙏 $老虎证券(TIGR)$

建稳的朋友

2022-10-17

$老虎证券(TIGR)$🙏🙏

建稳的朋友

2022-10-17

🙏🙏🙏 $Palantir Technologies Inc.(PLTR)$

建稳的朋友

2022-09-30

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鹰派立场不动摇！美联储今年票委称即使衰退也不能阻止加息

Go to Tiger App to see more news

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海底撈的創始人張勇曾獲得“全國三八紅旗手”、“全國五一勞動獎章”等多項榮譽，其管理理念和服務理念也爲國內外餐飲業所津津樂道。同時，海底撈也積極履行社會責任，關注環保、公益慈善等方面，多次捐助資金和物資，參與社會公益活動。 公司戰略：海底撈作爲一家快速擴張的餐飲企業，需要大量的資金來支持其業務拓展和品牌推廣。選擇在香港上市，可以爲公司提供更多的資本支持，幫助公司實現戰略目標。 所以，海底撈股價走勢將公司戰略體現得淋漓盡致。 那麼，股價高峯已過，低谷也過了，現在適合佈局了嗎？ 正文： （一）2022財年營收同比下降20.61% 但淨利潤爲13.73億，同比增加133% (二）2022年扭轉虧損 每股收益0.25元 （三）近些年資產負債率仍較高 （四）目前估值相對合理 （五）同業比較排名靠前 總結： 疫情後，實體店復甦尚需時日。海底撈暫無明顯亮點。 如考慮投資，應注意以下風險： 1，資產負債率高達65.22%，企業償付長期債務壓力大； 2，近年該股未實施現金分紅，一毛不拔。","text":"$海底撈(06862)$ 前言： 海底撈 是一家中國火鍋餐廳連鎖品牌，成立於1994年，總部位於中國重慶。海底撈以其優質的服務和產品質量而聞名，其火鍋底料和調料、食材等都嚴格把關，使得其產品品質一直處於行業領先地位。此外，海底撈還引入了“科技+餐飲”模式，通過數字化技術提升服務效率和用戶體驗。公司目前在中國、新加坡、韓國、日本、澳大利亞、美國、加拿大、英國等多個國家和地區開設了分店，是中國餐飲業知名品牌之一。 海底撈的創始人張勇曾獲得“全國三八紅旗手”、“全國五一勞動獎章”等多項榮譽，其管理理念和服務理念也爲國內外餐飲業所津津樂道。同時，海底撈也積極履行社會責任，關注環保、公益慈善等方面，多次捐助資金和物資，參與社會公益活動。 公司戰略：海底撈作爲一家快速擴張的餐飲企業，需要大量的資金來支持其業務拓展和品牌推廣。選擇在香港上市，可以爲公司提供更多的資本支持，幫助公司實現戰略目標。 所以，海底撈股價走勢將公司戰略體現得淋漓盡致。 那麼，股價高峯已過，低谷也過了，現在適合佈局了嗎？ 正文： （一）2022財年營收同比下降20.61% 但淨利潤爲13.73億，同比增加133% (二）2022年扭轉虧損 每股收益0.25元 （三）近些年資產負債率仍較高 （四）目前估值相對合理 （五）同業比較排名靠前 總結： 疫情後，實體店復甦尚需時日。海底撈暫無明顯亮點。 如考慮投資，應注意以下風險： 1，資產負債率高達65.22%，企業償付長期債務壓力大； 2，近年該股未實施現金分紅，一毛不拔。","images":[{"img":"https://community-static.tradeup.com/news/28f7b0172d8c331c074f1788bb7ba576","width":"1125","height":"1806"},{"img":"https://community-static.tradeup.com/news/b533582b8a057dae3753464c5ba9d193","width":"1125","height":"1074"},{"img":"https://community-static.tradeup.com/news/bd343f8447b7eaed6114b586df2edd8f","width":"1125","height":"1187"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944064923","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4147228116898752","authorId":"4147228116898752","name":"诸子百家赵","avatar":"https://community-static.tradeup.com/news/1835ce8297d98bc8f5ca91c0708ecc5f","crmLevel":1,"crmLevelSwitch":0,"idStr":"4147228116898752","authorIdStr":"4147228116898752"},"content":"It will also rise, and KDJ Golden Fork will go up","text":"It will also rise, and KDJ Golden Fork will go up","html":"It will also rise, and KDJ Golden Fork will go up"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943516307,"gmtCreate":1679552107609,"gmtModify":1679552109924,"author":{"id":"3577698344691010","authorId":"3577698344691010","name":"建稳的朋友","avatar":"https://static.tigerbbs.com/62b8ad9f42089df9a8f1e1ffbab818a5","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577698344691010","authorIdStr":"3577698344691010"},"themes":[],"htmlText":"🙏🙏","listText":"🙏🙏","text":"🙏🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943516307","repostId":"9943537660","repostType":1,"repost":{"id":9943537660,"gmtCreate":1679543792450,"gmtModify":1679544201979,"author":{"id":"4134821074118532","authorId":"4134821074118532","name":"虎港通","avatar":"https://community-static.tradeup.com/news/6ace760ebb226aa228910fadd6516856","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4134821074118532","authorIdStr":"4134821074118532"},"themes":[],"title":"🔥人民幣可以直接購買港股了！快來睇下怎麼買？有何好處？","htmlText":"去年12月13日，港交所宣佈推出“港幣-人民幣雙櫃檯模式”以及雙櫃檯莊家機制（簡稱“雙櫃檯模式”），進一步支持人民幣櫃檯在香港上市、交易及結算。根據港交所的規劃，出臺這兩項新措施，本就旨在為後續內地投資者通過港股通交易以人民幣定價的證券做好前期準備工作，就在今年3月13日，滬深交易所互聯互通股票標的範圍擴大規則已正式生效，根據修訂後港股通的一般交易規則來看，新措施即將落地。問題來了，什麼是“雙櫃檯模式”，如何交易，哪些標的可以直接用人民幣交易，雙櫃檯交易的好處有哪些？5家公司提交申請增設人民幣櫃檯交易據港交所此前披露，待監管機構批准及市場準備就緒後，“港幣-人民幣”雙櫃檯的登記程序預計於2023年上半年展開。截至3月17日，已經有5家港股上市公司提交申請，包括快手、吉利汽車、中銀香港、香港交易所、安踏體育。快手公告稱，已於3月1日向聯交所提交增設人民幣櫃檯交易計劃，公司認為港幣-人民幣雙櫃檯模式將為公司股東及潛在投資人提供更多投資靈活性及股票流動性，也利於支持人民幣國際化。安踏於3月16日提交申請，並同樣認為，在雙櫃檯模式下增設人民幣櫃檯，可為股東及投資者提供買賣貨幣的選擇，並且有機會獲得新的人民幣流動性。什麼是雙櫃檯模式？“雙櫃檯模式”主要是指一套交易流程：首先是合資格的證券——基本確定的是要進入到港股通，雙櫃檯證券名單由港交所擇時公佈。其次，同一只上市公司股票可以用港幣計價也可以用人民幣計價，比如港交所的股票目前是港幣計價，現在增加一個幣種——人民幣計價。投資人既可以選擇用港幣購買也可以用人民幣購買這隻股票。第三，就是選擇符合條件的證券商支持雙幣櫃檯交易。一般而言，證券莊家和特許證券商在香港統稱為“莊家”，而且必須要獲得相應資格，比如證券莊家至少是要被港交所認可，或者評級在穆迪A3以上，或者無論任何時候，公司的實繳股本最少為5000萬港元等值，股東出資最少為1億港元等值","listText":"去年12月13日，港交所宣佈推出“港幣-人民幣雙櫃檯模式”以及雙櫃檯莊家機制（簡稱“雙櫃檯模式”），進一步支持人民幣櫃檯在香港上市、交易及結算。根據港交所的規劃，出臺這兩項新措施，本就旨在為後續內地投資者通過港股通交易以人民幣定價的證券做好前期準備工作，就在今年3月13日，滬深交易所互聯互通股票標的範圍擴大規則已正式生效，根據修訂後港股通的一般交易規則來看，新措施即將落地。問題來了，什麼是“雙櫃檯模式”，如何交易，哪些標的可以直接用人民幣交易，雙櫃檯交易的好處有哪些？5家公司提交申請增設人民幣櫃檯交易據港交所此前披露，待監管機構批准及市場準備就緒後，“港幣-人民幣”雙櫃檯的登記程序預計於2023年上半年展開。截至3月17日，已經有5家港股上市公司提交申請，包括快手、吉利汽車、中銀香港、香港交易所、安踏體育。快手公告稱，已於3月1日向聯交所提交增設人民幣櫃檯交易計劃，公司認為港幣-人民幣雙櫃檯模式將為公司股東及潛在投資人提供更多投資靈活性及股票流動性，也利於支持人民幣國際化。安踏於3月16日提交申請，並同樣認為，在雙櫃檯模式下增設人民幣櫃檯，可為股東及投資者提供買賣貨幣的選擇，並且有機會獲得新的人民幣流動性。什麼是雙櫃檯模式？“雙櫃檯模式”主要是指一套交易流程：首先是合資格的證券——基本確定的是要進入到港股通，雙櫃檯證券名單由港交所擇時公佈。其次，同一只上市公司股票可以用港幣計價也可以用人民幣計價，比如港交所的股票目前是港幣計價，現在增加一個幣種——人民幣計價。投資人既可以選擇用港幣購買也可以用人民幣購買這隻股票。第三，就是選擇符合條件的證券商支持雙幣櫃檯交易。一般而言，證券莊家和特許證券商在香港統稱為“莊家”，而且必須要獲得相應資格，比如證券莊家至少是要被港交所認可，或者評級在穆迪A3以上，或者無論任何時候，公司的實繳股本最少為5000萬港元等值，股東出資最少為1億港元等值","text":"去年12月13日，港交所宣佈推出“港幣-人民幣雙櫃檯模式”以及雙櫃檯莊家機制（簡稱“雙櫃檯模式”），進一步支持人民幣櫃檯在香港上市、交易及結算。根據港交所的規劃，出臺這兩項新措施，本就旨在為後續內地投資者通過港股通交易以人民幣定價的證券做好前期準備工作，就在今年3月13日，滬深交易所互聯互通股票標的範圍擴大規則已正式生效，根據修訂後港股通的一般交易規則來看，新措施即將落地。問題來了，什麼是“雙櫃檯模式”，如何交易，哪些標的可以直接用人民幣交易，雙櫃檯交易的好處有哪些？5家公司提交申請增設人民幣櫃檯交易據港交所此前披露，待監管機構批准及市場準備就緒後，“港幣-人民幣”雙櫃檯的登記程序預計於2023年上半年展開。截至3月17日，已經有5家港股上市公司提交申請，包括快手、吉利汽車、中銀香港、香港交易所、安踏體育。快手公告稱，已於3月1日向聯交所提交增設人民幣櫃檯交易計劃，公司認為港幣-人民幣雙櫃檯模式將為公司股東及潛在投資人提供更多投資靈活性及股票流動性，也利於支持人民幣國際化。安踏於3月16日提交申請，並同樣認為，在雙櫃檯模式下增設人民幣櫃檯，可為股東及投資者提供買賣貨幣的選擇，並且有機會獲得新的人民幣流動性。什麼是雙櫃檯模式？“雙櫃檯模式”主要是指一套交易流程：首先是合資格的證券——基本確定的是要進入到港股通，雙櫃檯證券名單由港交所擇時公佈。其次，同一只上市公司股票可以用港幣計價也可以用人民幣計價，比如港交所的股票目前是港幣計價，現在增加一個幣種——人民幣計價。投資人既可以選擇用港幣購買也可以用人民幣購買這隻股票。第三，就是選擇符合條件的證券商支持雙幣櫃檯交易。一般而言，證券莊家和特許證券商在香港統稱為“莊家”，而且必須要獲得相應資格，比如證券莊家至少是要被港交所認可，或者評級在穆迪A3以上，或者無論任何時候，公司的實繳股本最少為5000萬港元等值，股東出資最少為1億港元等值","images":[{"img":"https://community-static.tradeup.com/news/5d1ada3757b6d0ceceb6248fbe98abfa","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943537660","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943619085,"gmtCreate":1679403264247,"gmtModify":1679403267982,"author":{"id":"3577698344691010","authorId":"3577698344691010","name":"建稳的朋友","avatar":"https://static.tigerbbs.com/62b8ad9f42089df9a8f1e1ffbab818a5","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577698344691010","authorIdStr":"3577698344691010"},"themes":[],"htmlText":"🙏🙏","listText":"🙏🙏","text":"🙏🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943619085","repostId":"9943850290","repostType":1,"repost":{"id":9943850290,"gmtCreate":1679365459611,"gmtModify":1679365474761,"author":{"id":"4141439504609912","authorId":"4141439504609912","name":"輪證贏家","avatar":"https://community-static.tradeup.com/news/617a97bef1efc9f0faf48861fcb04a3a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4141439504609912","authorIdStr":"4141439504609912"},"themes":[],"title":"【輪證贏家】保持隊形 ","htmlText":"噚日揀咗隻 <a href=\"https://ttm.financial/S/56856\">$UB#HSI RP2404T.P(56856)$</a> 出嚟，只係打算做下Day Trade，以五分鐘圖 <a href=\"https://ttm.financial/S/HSI\">$HSI(HSI)$</a> 唔過中軸為由出隻淡倉，順住依家所見嘅整條保歷加通道向下運行。 以噚日Patreon出文時間1點16分，如常的on top比多10分鐘作為睇文時間，即喺1點26分時睇返五分鐘圖，當時指數確實向邁向中軸出發，但可惜唔過到兼見上影線，呢個時侯可以出隻(56856)。以1點30分確定見到上影線之後決定出倉起計10分鐘，(56856)於1點30分至1點40分期內高低位做過0.055元/0.048元計，平均買入價為0.0515元。 呢一注真係有排玩，指數下行速度一啲都唔高，但還好方向正確，本身出隻(56856)只係博Slow STC(14,3)可以Swing trade到一趟就算，結果整條保歷加通道向下運行，(56856)一直hold住一直到3點20分，指數同Slow STC(14,3)觸底向上上破中軸位，(56856)亦可以功成身退。由3點20分起計10分鐘作為走貨時間，即3點20分至3點30分(56856)期間高低位做過0.063元/0.058元，平均走貨價為0.0605元。用接近兩個鐘佛系咗隻淡倉平均有九格或17.48%收成，都很不錯啦！ 今朝起身個天依舊都係暗暗的，開電視睇新聞見到話市場估計繼瑞信後，下一間有問題嘅銀行可能係德銀，嘿，都話呢啲嘢搞掂一間之後唔等於第二間無事架啦，問題係如何揭發，如何補救啫。不過，隔晚美股喺議息前夕造好，連帶恆指今朝都見升，保持日線圖上日升日跌嘅隊形。 依家9點58分，恆指仍然保持綠燈，只係升幅一度縮到得返100點都唔夠，依家再次擴大至升緊177","listText":"噚日揀咗隻 <a href=\"https://ttm.financial/S/56856\">$UB#HSI RP2404T.P(56856)$</a> 出嚟，只係打算做下Day Trade，以五分鐘圖 <a href=\"https://ttm.financial/S/HSI\">$HSI(HSI)$</a> 唔過中軸為由出隻淡倉，順住依家所見嘅整條保歷加通道向下運行。 以噚日Patreon出文時間1點16分，如常的on top比多10分鐘作為睇文時間，即喺1點26分時睇返五分鐘圖，當時指數確實向邁向中軸出發，但可惜唔過到兼見上影線，呢個時侯可以出隻(56856)。以1點30分確定見到上影線之後決定出倉起計10分鐘，(56856)於1點30分至1點40分期內高低位做過0.055元/0.048元計，平均買入價為0.0515元。 呢一注真係有排玩，指數下行速度一啲都唔高，但還好方向正確，本身出隻(56856)只係博Slow STC(14,3)可以Swing trade到一趟就算，結果整條保歷加通道向下運行，(56856)一直hold住一直到3點20分，指數同Slow STC(14,3)觸底向上上破中軸位，(56856)亦可以功成身退。由3點20分起計10分鐘作為走貨時間，即3點20分至3點30分(56856)期間高低位做過0.063元/0.058元，平均走貨價為0.0605元。用接近兩個鐘佛系咗隻淡倉平均有九格或17.48%收成，都很不錯啦！ 今朝起身個天依舊都係暗暗的，開電視睇新聞見到話市場估計繼瑞信後，下一間有問題嘅銀行可能係德銀，嘿，都話呢啲嘢搞掂一間之後唔等於第二間無事架啦，問題係如何揭發，如何補救啫。不過，隔晚美股喺議息前夕造好，連帶恆指今朝都見升，保持日線圖上日升日跌嘅隊形。 依家9點58分，恆指仍然保持綠燈，只係升幅一度縮到得返100點都唔夠，依家再次擴大至升緊177","text":"噚日揀咗隻 $UB#HSI RP2404T.P(56856)$ 出嚟，只係打算做下Day Trade，以五分鐘圖 $HSI(HSI)$ 唔過中軸為由出隻淡倉，順住依家所見嘅整條保歷加通道向下運行。 以噚日Patreon出文時間1點16分，如常的on top比多10分鐘作為睇文時間，即喺1點26分時睇返五分鐘圖，當時指數確實向邁向中軸出發，但可惜唔過到兼見上影線，呢個時侯可以出隻(56856)。以1點30分確定見到上影線之後決定出倉起計10分鐘，(56856)於1點30分至1點40分期內高低位做過0.055元/0.048元計，平均買入價為0.0515元。 呢一注真係有排玩，指數下行速度一啲都唔高，但還好方向正確，本身出隻(56856)只係博Slow STC(14,3)可以Swing trade到一趟就算，結果整條保歷加通道向下運行，(56856)一直hold住一直到3點20分，指數同Slow STC(14,3)觸底向上上破中軸位，(56856)亦可以功成身退。由3點20分起計10分鐘作為走貨時間，即3點20分至3點30分(56856)期間高低位做過0.063元/0.058元，平均走貨價為0.0605元。用接近兩個鐘佛系咗隻淡倉平均有九格或17.48%收成，都很不錯啦！ 今朝起身個天依舊都係暗暗的，開電視睇新聞見到話市場估計繼瑞信後，下一間有問題嘅銀行可能係德銀，嘿，都話呢啲嘢搞掂一間之後唔等於第二間無事架啦，問題係如何揭發，如何補救啫。不過，隔晚美股喺議息前夕造好，連帶恆指今朝都見升，保持日線圖上日升日跌嘅隊形。 依家9點58分，恆指仍然保持綠燈，只係升幅一度縮到得返100點都唔夠，依家再次擴大至升緊177","images":[{"img":"https://community-static.tradeup.com/news/ed7a479b30ee965ea0aa0895d1921dde","width":"1364","height":"970"},{"img":"https://community-static.tradeup.com/news/769552ff8139962fb28e7a9f52e76389","width":"1726","height":"972"},{"img":"https://community-static.tradeup.com/news/233ecab9f3176aa7c0e2157b41081950","width":"1324","height":"980"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943850290","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957704197,"gmtCreate":1677540498019,"gmtModify":1677540501341,"author":{"id":"3577698344691010","authorId":"3577698344691010","name":"建稳的朋友","avatar":"https://static.tigerbbs.com/62b8ad9f42089df9a8f1e1ffbab818a5","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577698344691010","authorIdStr":"3577698344691010"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$ &nbsp;</a>","text":"$老虎证券(TIGR)$","images":[{"img":"https://community-static.tradeup.com/news/3ab11c69b270f049d2dcc4f36432924c","width":"1080","height":"2102"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957704197","isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9952211779,"gmtCreate":1674740240792,"gmtModify":1676538956288,"author":{"id":"3577698344691010","authorId":"3577698344691010","name":"建稳的朋友","avatar":"https://static.tigerbbs.com/62b8ad9f42089df9a8f1e1ffbab818a5","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577698344691010","authorIdStr":"3577698344691010"},"themes":[],"htmlText":"🙏🙏","listText":"🙏🙏","text":"🙏🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952211779","repostId":"9952120549","repostType":1,"repost":{"id":9952120549,"gmtCreate":1674542583182,"gmtModify":1676538945751,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/f3e3c0218599fca5c4e265ddbee1fb32","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"themes":[],"title":"***Is Netflix ($NFLX) a Good Price & Good Company ? CEO Stepped Down !","htmlText":"This will be my afterthoughts to Tiger_chat 's question of whether an investor profits from a good company or a good price ? To that I have asked, \"why not both\" ? Wouldn't that have more upside comparatively speaking ? Having covered a handful of US banks, I am keen to look at other Non-bank companies. So for a change, lets take a look at Entertainment stock - , its Q4 2022 earnings and see if it still fits the bill. Sidetrack:&nbsp;I have covered (1) an investment management company, (2) a healthcare company and (3) 7 financial institutions; to test out this theory. Goldman Sachs -&nbsp;<a href=\"https://ttm.financial/post/9956704663\" target=\"_blank\">Click here</a>&nbsp;to read.&nbsp;Like&nbsp;the post ok. Tks. Morgan Stanley -&nbsp;","listText":"This will be my afterthoughts to Tiger_chat 's question of whether an investor profits from a good company or a good price ? To that I have asked, \"why not both\" ? Wouldn't that have more upside comparatively speaking ? Having covered a handful of US banks, I am keen to look at other Non-bank companies. So for a change, lets take a look at Entertainment stock - , its Q4 2022 earnings and see if it still fits the bill. Sidetrack:&nbsp;I have covered (1) an investment management company, (2) a healthcare company and (3) 7 financial institutions; to test out this theory. Goldman Sachs -&nbsp;<a href=\"https://ttm.financial/post/9956704663\" target=\"_blank\">Click here</a>&nbsp;to read.&nbsp;Like&nbsp;the post ok. Tks. Morgan Stanley -&nbsp;","text":"This will be my afterthoughts to Tiger_chat 's question of whether an investor profits from a good company or a good price ? To that I have asked, \"why not both\" ? Wouldn't that have more upside comparatively speaking ? Having covered a handful of US banks, I am keen to look at other Non-bank companies. So for a change, lets take a look at Entertainment stock - , its Q4 2022 earnings and see if it still fits the bill. Sidetrack: I have covered (1) an investment management company, (2) a healthcare company and (3) 7 financial institutions; to test out this theory. Goldman Sachs - Click here to read. Like the post ok. Tks. Morgan Stanley -","images":[{"img":"https://community-static.tradeup.com/news/89caf3384c1e0e1c66cbc2c8052fe7be"},{"img":"https://community-static.tradeup.com/news/afad5f4306f2bcc7b90db4230f252d1f"},{"img":"https://community-static.tradeup.com/news/73a69e3572436662a50bd6259901a615"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952120549","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952211568,"gmtCreate":1674740202955,"gmtModify":1676538956284,"author":{"id":"3577698344691010","authorId":"3577698344691010","name":"建稳的朋友","avatar":"https://static.tigerbbs.com/62b8ad9f42089df9a8f1e1ffbab818a5","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577698344691010","authorIdStr":"3577698344691010"},"themes":[],"htmlText":"🙏🙏","listText":"🙏🙏","text":"🙏🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952211568","repostId":"9952646322","repostType":1,"repost":{"id":9952646322,"gmtCreate":1674707517367,"gmtModify":1676538954372,"author":{"id":"3527667575564749","authorId":"3527667575564749","name":"Tom_Brady","avatar":"https://static.itradeup.com/news/b95551980766456e2ff4fbc6ca94e456","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667575564749","authorIdStr":"3527667575564749"},"themes":[],"title":"🚗Tesla reports record revenue⬆️ and beats on earnings📈","htmlText":"Tesla reported&nbsp;fourth- quarter&nbsp;earnings after the bell, beating on both earnings and revenue. Shares were ticking higher after hours.Here&nbsp;are&nbsp;the&nbsp;resultsIn the fourth quarter, the operating income was US $24.318 billion, up 37% year-on-year, refreshing the quarterly revenue set in the first quarter for the second consecutive quarter, Bloomberg's consensus expectation of $24.18 billion;The adjusted net profit in the fourth quarter was US $4.106 billion, setting a new high of US $3.318 billion in the first quarter, up 43% year-on-year, Bloomberg's consensus expectation of $3.98 billion;In the fourth quarter, the adjusted earnings per share (EPS) under non-GAAP was US $1.19, up 40% year-on-year. Bloomberg's consensus expectation of $1.12;In the fourth quarter, the ove","listText":"Tesla reported&nbsp;fourth- quarter&nbsp;earnings after the bell, beating on both earnings and revenue. Shares were ticking higher after hours.Here&nbsp;are&nbsp;the&nbsp;resultsIn the fourth quarter, the operating income was US $24.318 billion, up 37% year-on-year, refreshing the quarterly revenue set in the first quarter for the second consecutive quarter, Bloomberg's consensus expectation of $24.18 billion;The adjusted net profit in the fourth quarter was US $4.106 billion, setting a new high of US $3.318 billion in the first quarter, up 43% year-on-year, Bloomberg's consensus expectation of $3.98 billion;In the fourth quarter, the adjusted earnings per share (EPS) under non-GAAP was US $1.19, up 40% year-on-year. Bloomberg's consensus expectation of $1.12;In the fourth quarter, the ove","text":"Tesla reported fourth- quarter earnings after the bell, beating on both earnings and revenue. Shares were ticking higher after hours.Here are the resultsIn the fourth quarter, the operating income was US $24.318 billion, up 37% year-on-year, refreshing the quarterly revenue set in the first quarter for the second consecutive quarter, Bloomberg's consensus expectation of $24.18 billion;The adjusted net profit in the fourth quarter was US $4.106 billion, setting a new high of US $3.318 billion in the first quarter, up 43% year-on-year, Bloomberg's consensus expectation of $3.98 billion;In the fourth quarter, the adjusted earnings per share (EPS) under non-GAAP was US $1.19, up 40% year-on-year. Bloomberg's consensus expectation of $1.12;In the fourth quarter, the ove","images":[{"img":"https://community-static.tradeup.com/news/8b290d85f48c6a69efba1ae4de4bf2fe","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/a4b499ddded77cdd5a57a57bbed228fa","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/3c9482f62a39713dc606c14fb8a19b46","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952646322","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951806529,"gmtCreate":1673440225062,"gmtModify":1676538836906,"author":{"id":"3577698344691010","authorId":"3577698344691010","name":"建稳的朋友","avatar":"https://static.tigerbbs.com/62b8ad9f42089df9a8f1e1ffbab818a5","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577698344691010","authorIdStr":"3577698344691010"},"themes":[],"htmlText":"🙏🙏","listText":"🙏🙏","text":"🙏🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951806529","repostId":"1114555387","repostType":4,"repost":{"id":"1114555387","pubTimestamp":1673435060,"share":"https://ttm.financial/m/news/1114555387?lang=&edition=fundamental","pubTime":"2023-01-11 19:04","market":"us","language":"zh","title":"智者还是疯子？木头姐为什么“一条道走到黑”","url":"https://stock-news.laohu8.com/highlight/detail?id=1114555387","media":"华尔街见闻","summary":"资产规模缩水80%。","content":"<html><head></head><body><p>作者：葛佳明</p><p>2022年对“木头姐”（Cathie Wood）来说无疑是难熬的，<b>其方舟基金Ark Investment Management旗下的九只交易所交易基金（ETF）已经损失近500亿美元资产，旗舰Ark Disruptive Innovation ETF（ARKK）</b><b><b>今年总亏损接近67%，</b></b>成为美国市场230多只活跃交易的多元化ETF中跌幅最大的一个，超标普500跌幅3倍。</p><p><img src=\"https://static.tigerbbs.com/5faa0339d34ddaea7830ff04fce377c5\" tg-width=\"640\" tg-height=\"270\" referrerpolicy=\"no-referrer\"/></p><p>木头姐被吓到了吗？没有。木头姐准备改变其投资理念吗？也没有。</p><p>近日，木头姐在接受媒体采访时表示，对于去年的收益状况她并不惊讶，<b>现在她正在加倍押注去年受到重创的成长型股票</b>，包括特斯拉，这些公司作为行业变革的先行者，应该从更长远的角度来看，给他们更多时间。</p><p><img src=\"https://static.tigerbbs.com/f05f5b928a07943b1e2dc4c7b60b821a\" tg-width=\"640\" tg-height=\"388\" referrerpolicy=\"no-referrer\"/></p><p>2023年伊始，因特斯拉交付量疲软，大量投资者恐慌出逃时，但木头姐增持了特斯拉的头寸。媒体称，<b>现在木头姐已将基金的持仓量削减至30只，是其2021年持仓量的一半。</b></p><p>晨星分析师Robby Greengold表示，Wood并不重视风险管理，<b>持有的股票相对较少，会使其投资组合承担更大的风险。</b></p><p><b>回顾过去，木头姐认为2021年以前的成绩，足以让她“傲视群雄”，这样的成绩也证明了她投资理念的正确；展望未来木头姐称应该给特斯拉、ZOOM等优质科技公司更长的时间，投资周期起码5年，因此对于当下的得失，她“不以为然”。</b></p><p>过去的成绩给了“木头姐”勇气</p><p>2020年疫情期间，木头姐以“梭哈”科技股的方式一战成名，被称为“女版巴菲特”。</p><p>华尔街见闻此前提及，因积极投资于创新型科技股，木头姐管理的明星基金产品ARKK从2014年创立至2020年底涨幅超过600%，资产规模从十几亿美元升至六百多亿美元，使其名声大噪。同时期巴菲特管理的伯克希尔·哈撒韦（Berkshire Hathaway）的A基金仅涨了约80%。</p><p><img src=\"https://static.tigerbbs.com/6451cb913df07e93999fbb2077578b56\" tg-width=\"640\" tg-height=\"403\" referrerpolicy=\"no-referrer\"/></p><p>与巴菲特投资理念截然不同，Wood一直以来都在尝试摆脱价值陷阱，<b>坚持做空价值股并增持颠覆性创新公司的投资理念</b>。她认为一些公司利用资产负债表支付股息和回购股票来迎合短期投资者，但这些公司在创新上的投资不够多。</p><p>在2021年年度投资报告中，木头姐带领团队提出了15个宏大而前景广阔的投资主题，涉及的领域除比特币、电动汽车、无人驾驶之外，还包括深度学习、新一代基因测序、数据中心再创造、虚拟世界等。</p><p>木头姐称，她坚信，他们正投资于所有破坏传统世界秩序的颠覆者，五年后这些公司将成为未来的赢家。Wood在采访中表示：</p><blockquote>技术创新将会驱动一段持续的通货紧缩时期，当市场的风险情绪减弱后，投资经理及分析师自然就会撤出这些股票。我准备做空在基准指数中权重较重的股票。</blockquote><p>但2021年2月下旬开始，科技成长类股票走势逐渐疲软，木头姐的ARKK的基金收益也迎来下跌和长期调整。投资者们倾向于认为，美股正处泡沫之中，但木头姐再三强调，她投资的科技股“离泡沫远得不能再远了”。</p><p>不存在“泡沫”，上涨需要时间</p><p>在2021年发布的展望中，木头姐称，<b>对于现在的科技企业的创新已有了切实的市场需求，并非概念</b>，二十世纪末的互联网泡沫不会重现：</p><blockquote>与互联网泡沫破灭前市场的“欢欣鼓舞”相比，当前的美股投资者行为要稳重和谨慎得多。当前的市场负面情绪反而是一种“反信号”，悲观情绪越是日益增长，越代表股市可能会进一步上涨，在没有泡沫存在的情况下，这是个好事情。</blockquote><p>木头姐强调她会利用波动，将投资组合集中于最有信心的股票，依旧是以“创新型”股票为主，这些公司有望在未来五到十年内加速改变人类生活，<b>以五年的投资期限看，将会产生3-5倍的投资收益：</b></p><blockquote>投资人已经对可能出现风险非常重视。因此，以五年的投资期限看，未来Ark关注的五大领域，DNA测序、机器人技术、能源存储、人工智能和区块链技术，将会产生3-5倍的投资收益。</blockquote><p>Wood在最近的采访中说，<b>投资人们希望她将策略策略一以贯之的进行下去</b>：“当投资人们愿意投资我们的策略时，意味着他们正在寻找<b>纯粹的创新，</b>他们不愿意跟着主流和通识的投资策略走。”</p><p>当晨星分析师Robby Greengold表示，<b>Wood并不重视风险管理</b>，<b>使其投资组合承担更大的风险时，</b>Wood回应称这样的看法并不正确<b>，风险管理对他们来说非常重要：</b></p><blockquote><b>我们有许多不同的团队专注于风险管理。与传统收益相比，调整收益可以更很合理地描绘公司的增长轨迹。</b></blockquote><p>木头姐称，投资者也自己可以通过在基金大幅上涨后卖出来自己管理风险，有时她也会鼓励投资者们这样做。</p><p>同时，对与2022年的市场，<b>木头姐承认她在宏观方面犯了一些错误</b>。她认为，自2021年资金见顶以来，ARK团队没有预料到两件事：没想到供应链问题会持续这么久，也没有预料俄乌冲突推升大宗商品价格。</p><p>但木头姐称她认为，今年通胀将比预期更快的速度下降，甚至有些指标会陷入通货紧缩，木头姐解释称：</p><blockquote>美国自2022年初开始一直处于衰退之中，石油等大宗商品的价格一直在写跌，二手车、房屋和现在的消费品的价格也在下降。通货膨胀率的下降会比预期快得多。</blockquote><p>她认为，这一切的发生将迫使美联储改变路线：</p><blockquote>我们的想法是，美联储在紧缩方面做得过头了，随着通胀率在（2023 年）的某个时候降至2%以下，政策将出现180度的大转弯。</blockquote><p>属于“颠覆性创新”的时代要到了</p><p>木头姐表示，不断上升的通胀使ARK投资的股票下跌。当利率攀升时，投资者往往倾向于更稳定的投资，价值股得到了投资者们的青睐，但<b>随着利率的急剧下降会让他们的成长创新股再次得到关注。</b></p><p>同时，Wood认为科技创新和医疗的快速更迭并没有消失，<b>属于“颠覆性创新”的时代即将到来</b>：</p><blockquote>创新从来没有停止，现在仅仅是未来5到10年的预演。</blockquote><p>去年12月时候，Wood指出当下<b>“颠覆性创新”领域没有被有效估值，且被低估了。</b> 她表示：</p><blockquote>我们所投资的公司，只是牺牲短期利润，以获取一些创新平台未来实现指数级增长和高利润的机会。</blockquote><p>华尔街见闻此前提及，尽管2021年木头姐的业绩就不太理想，但ARKK在那一年仍吸引了超过7000万美元的净流入。同时，根据知名零售经纪公司Webull Financial LLC的数据显示，2022年投资者继续向ARKK净注入资金，但持有该基金的账户数量正在不断减少，已降至年内最低水平。</p><p>或许是曾经创纪录的收益让木头姐可以多获得几次机会证明自己，又或许是足够多的“粉丝”能够支撑她看看“颠覆性创新”是否真的会到来。</p></body></html>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>智者还是疯子？木头姐为什么“一条道走到黑”</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智者还是疯子？木头姐为什么“一条道走到黑”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-11 19:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3679580><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：葛佳明2022年对“木头姐”（Cathie Wood）来说无疑是难熬的，其方舟基金Ark Investment Management旗下的九只交易所交易基金（ETF）已经损失近500亿美元资产，旗舰Ark Disruptive Innovation ETF（ARKK）今年总亏损接近67%，成为美国市场230多只活跃交易的多元化ETF中跌幅最大的一个，超标普500跌幅3倍。木头姐被吓到了吗？...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3679580\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"ARKK":"ARK Innovation ETF"},"source_url":"https://wallstreetcn.com/articles/3679580","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1114555387","content_text":"作者：葛佳明2022年对“木头姐”（Cathie Wood）来说无疑是难熬的，其方舟基金Ark Investment Management旗下的九只交易所交易基金（ETF）已经损失近500亿美元资产，旗舰Ark Disruptive Innovation ETF（ARKK）今年总亏损接近67%，成为美国市场230多只活跃交易的多元化ETF中跌幅最大的一个，超标普500跌幅3倍。木头姐被吓到了吗？没有。木头姐准备改变其投资理念吗？也没有。近日，木头姐在接受媒体采访时表示，对于去年的收益状况她并不惊讶，现在她正在加倍押注去年受到重创的成长型股票，包括特斯拉，这些公司作为行业变革的先行者，应该从更长远的角度来看，给他们更多时间。2023年伊始，因特斯拉交付量疲软，大量投资者恐慌出逃时，但木头姐增持了特斯拉的头寸。媒体称，现在木头姐已将基金的持仓量削减至30只，是其2021年持仓量的一半。晨星分析师Robby Greengold表示，Wood并不重视风险管理，持有的股票相对较少，会使其投资组合承担更大的风险。回顾过去，木头姐认为2021年以前的成绩，足以让她“傲视群雄”，这样的成绩也证明了她投资理念的正确；展望未来木头姐称应该给特斯拉、ZOOM等优质科技公司更长的时间，投资周期起码5年，因此对于当下的得失，她“不以为然”。过去的成绩给了“木头姐”勇气2020年疫情期间，木头姐以“梭哈”科技股的方式一战成名，被称为“女版巴菲特”。华尔街见闻此前提及，因积极投资于创新型科技股，木头姐管理的明星基金产品ARKK从2014年创立至2020年底涨幅超过600%，资产规模从十几亿美元升至六百多亿美元，使其名声大噪。同时期巴菲特管理的伯克希尔·哈撒韦（Berkshire Hathaway）的A基金仅涨了约80%。与巴菲特投资理念截然不同，Wood一直以来都在尝试摆脱价值陷阱，坚持做空价值股并增持颠覆性创新公司的投资理念。她认为一些公司利用资产负债表支付股息和回购股票来迎合短期投资者，但这些公司在创新上的投资不够多。在2021年年度投资报告中，木头姐带领团队提出了15个宏大而前景广阔的投资主题，涉及的领域除比特币、电动汽车、无人驾驶之外，还包括深度学习、新一代基因测序、数据中心再创造、虚拟世界等。木头姐称，她坚信，他们正投资于所有破坏传统世界秩序的颠覆者，五年后这些公司将成为未来的赢家。Wood在采访中表示：技术创新将会驱动一段持续的通货紧缩时期，当市场的风险情绪减弱后，投资经理及分析师自然就会撤出这些股票。我准备做空在基准指数中权重较重的股票。但2021年2月下旬开始，科技成长类股票走势逐渐疲软，木头姐的ARKK的基金收益也迎来下跌和长期调整。投资者们倾向于认为，美股正处泡沫之中，但木头姐再三强调，她投资的科技股“离泡沫远得不能再远了”。不存在“泡沫”，上涨需要时间在2021年发布的展望中，木头姐称，对于现在的科技企业的创新已有了切实的市场需求，并非概念，二十世纪末的互联网泡沫不会重现：与互联网泡沫破灭前市场的“欢欣鼓舞”相比，当前的美股投资者行为要稳重和谨慎得多。当前的市场负面情绪反而是一种“反信号”，悲观情绪越是日益增长，越代表股市可能会进一步上涨，在没有泡沫存在的情况下，这是个好事情。木头姐强调她会利用波动，将投资组合集中于最有信心的股票，依旧是以“创新型”股票为主，这些公司有望在未来五到十年内加速改变人类生活，以五年的投资期限看，将会产生3-5倍的投资收益：投资人已经对可能出现风险非常重视。因此，以五年的投资期限看，未来Ark关注的五大领域，DNA测序、机器人技术、能源存储、人工智能和区块链技术，将会产生3-5倍的投资收益。Wood在最近的采访中说，投资人们希望她将策略策略一以贯之的进行下去：“当投资人们愿意投资我们的策略时，意味着他们正在寻找纯粹的创新，他们不愿意跟着主流和通识的投资策略走。”当晨星分析师Robby Greengold表示，Wood并不重视风险管理，使其投资组合承担更大的风险时，Wood回应称这样的看法并不正确，风险管理对他们来说非常重要：我们有许多不同的团队专注于风险管理。与传统收益相比，调整收益可以更很合理地描绘公司的增长轨迹。木头姐称，投资者也自己可以通过在基金大幅上涨后卖出来自己管理风险，有时她也会鼓励投资者们这样做。同时，对与2022年的市场，木头姐承认她在宏观方面犯了一些错误。她认为，自2021年资金见顶以来，ARK团队没有预料到两件事：没想到供应链问题会持续这么久，也没有预料俄乌冲突推升大宗商品价格。但木头姐称她认为，今年通胀将比预期更快的速度下降，甚至有些指标会陷入通货紧缩，木头姐解释称：美国自2022年初开始一直处于衰退之中，石油等大宗商品的价格一直在写跌，二手车、房屋和现在的消费品的价格也在下降。通货膨胀率的下降会比预期快得多。她认为，这一切的发生将迫使美联储改变路线：我们的想法是，美联储在紧缩方面做得过头了，随着通胀率在（2023 年）的某个时候降至2%以下，政策将出现180度的大转弯。属于“颠覆性创新”的时代要到了木头姐表示，不断上升的通胀使ARK投资的股票下跌。当利率攀升时，投资者往往倾向于更稳定的投资，价值股得到了投资者们的青睐，但随着利率的急剧下降会让他们的成长创新股再次得到关注。同时，Wood认为科技创新和医疗的快速更迭并没有消失，属于“颠覆性创新”的时代即将到来：创新从来没有停止，现在仅仅是未来5到10年的预演。去年12月时候，Wood指出当下“颠覆性创新”领域没有被有效估值，且被低估了。 她表示：我们所投资的公司，只是牺牲短期利润，以获取一些创新平台未来实现指数级增长和高利润的机会。华尔街见闻此前提及，尽管2021年木头姐的业绩就不太理想，但ARKK在那一年仍吸引了超过7000万美元的净流入。同时，根据知名零售经纪公司Webull Financial LLC的数据显示，2022年投资者继续向ARKK净注入资金，但持有该基金的账户数量正在不断减少，已降至年内最低水平。或许是曾经创纪录的收益让木头姐可以多获得几次机会证明自己，又或许是足够多的“粉丝”能够支撑她看看“颠覆性创新”是否真的会到来。","news_type":1},"isVote":1,"tweetType":1,"viewCount":441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951806159,"gmtCreate":1673440203971,"gmtModify":1676538836891,"author":{"id":"3577698344691010","authorId":"3577698344691010","name":"建稳的朋友","avatar":"https://static.tigerbbs.com/62b8ad9f42089df9a8f1e1ffbab818a5","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577698344691010","authorIdStr":"3577698344691010"},"themes":[],"htmlText":"🙏🙏","listText":"🙏🙏","text":"🙏🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951806159","repostId":"1173325309","repostType":4,"repost":{"id":"1173325309","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1673436820,"share":"https://ttm.financial/m/news/1173325309?lang=&edition=fundamental","pubTime":"2023-01-11 19:33","market":"us","language":"zh","title":"联邦航空管理局警报系统出现故障，美国所有航班都已停飞","url":"https://stock-news.laohu8.com/highlight/detail?id=1173325309","media":"老虎资讯综合","summary":"没有预估恢复时间。","content":"<html><head></head><body><p>据NBC新闻：美国联邦航空管理局（FAA）警报系统出现故障后，目前美国所有航班都已停飞。</p><p>美国联邦航空管理局：已命令所有航空公司在美东时间上午9点前（北京时间晚上10点前）暂停所有国内航班。暂停的这段时间将用来FAA验证飞行和安全信息的完整性。</p><p>美国航空股盘前普跌，截至发稿，西南航空跌2.51%。</p><p><img src=\"https://static.tigerbbs.com/a8edc11636bc208fdeb97e30f1326b40\" tg-width=\"1394\" tg-height=\"583\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>联邦航空管理局警报系统出现故障，美国所有航班都已停飞</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n联邦航空管理局警报系统出现故障，美国所有航班都已停飞\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-01-11 19:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据NBC新闻：美国联邦航空管理局（FAA）警报系统出现故障后，目前美国所有航班都已停飞。</p><p>美国联邦航空管理局：已命令所有航空公司在美东时间上午9点前（北京时间晚上10点前）暂停所有国内航班。暂停的这段时间将用来FAA验证飞行和安全信息的完整性。</p><p>美国航空股盘前普跌，截至发稿，西南航空跌2.51%。</p><p><img src=\"https://static.tigerbbs.com/a8edc11636bc208fdeb97e30f1326b40\" tg-width=\"1394\" tg-height=\"583\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6636b11e33b9db4872348d6da7bca3c0","relate_stocks":{"AAL":"美国航空","UAL":"联合大陆航空","LUV":"西南航空","DAL":"达美航空"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173325309","content_text":"据NBC新闻：美国联邦航空管理局（FAA）警报系统出现故障后，目前美国所有航班都已停飞。美国联邦航空管理局：已命令所有航空公司在美东时间上午9点前（北京时间晚上10点前）暂停所有国内航班。暂停的这段时间将用来FAA验证飞行和安全信息的完整性。美国航空股盘前普跌，截至发稿，西南航空跌2.51%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925305824,"gmtCreate":1671926748168,"gmtModify":1676538610896,"author":{"id":"3577698344691010","authorId":"3577698344691010","name":"建稳的朋友","avatar":"https://static.tigerbbs.com/62b8ad9f42089df9a8f1e1ffbab818a5","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577698344691010","authorIdStr":"3577698344691010"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/OV8.SI\">$昇菘(OV8.SI)$ &nbsp;</a>🙏🙏","listText":"<a href=\"https://ttm.financial/S/OV8.SI\">$昇菘(OV8.SI)$ &nbsp;</a>🙏🙏","text":"$昇菘(OV8.SI)$ 🙏🙏","images":[{"img":"https://community-static.tradeup.com/news/58db83f73455fb7e7587445c6173aa11","width":"1080","height":"1961"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":-1,"repostSize":0,"link":"https://ttm.financial/post/9925305824","isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9923745014,"gmtCreate":1670924337039,"gmtModify":1676538460515,"author":{"id":"3577698344691010","authorId":"3577698344691010","name":"建稳的朋友","avatar":"https://static.tigerbbs.com/62b8ad9f42089df9a8f1e1ffbab818a5","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577698344691010","authorIdStr":"3577698344691010"},"themes":[],"htmlText":"🙏🙏","listText":"🙏🙏","text":"🙏🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923745014","repostId":"9923755924","repostType":1,"repost":{"id":9923755924,"gmtCreate":1670921337369,"gmtModify":1676538459963,"author":{"id":"9000000000000708","authorId":"9000000000000708","name":"WealthSquad","avatar":"https://static.tigerbbs.com/e63ca89d7d2ea38be6107132f290085a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000708","authorIdStr":"9000000000000708"},"themes":[],"title":"US Defense budget hit New High，TOP 13 Stocks to Focus","htmlText":"The United States Senate and House of Representatives issued a joint statement on December 6, saying that they had reached an agreement on the 2023 fiscal year defense budget totaling 857.9 billion US dollars.Source from WebThis budget set a record for US military expenditure.According to the National Defense Authorization Act, in the U.S. defense budget in 2023, $816.7 billion will be allocated to the Department of Defense, $30.3 billion to theDepartment of Energy, and more than $10 billion will be used for defense activities outside the jurisdiction of the United States.In addition to the United States, other Western countries are also increasing defense budget spending.Shengbao Bank warned that 2023 will be a year when the world will enter a \"war economy\". The western countries have rai","listText":"The United States Senate and House of Representatives issued a joint statement on December 6, saying that they had reached an agreement on the 2023 fiscal year defense budget totaling 857.9 billion US dollars.Source from WebThis budget set a record for US military expenditure.According to the National Defense Authorization Act, in the U.S. defense budget in 2023, $816.7 billion will be allocated to the Department of Defense, $30.3 billion to theDepartment of Energy, and more than $10 billion will be used for defense activities outside the jurisdiction of the United States.In addition to the United States, other Western countries are also increasing defense budget spending.Shengbao Bank warned that 2023 will be a year when the world will enter a \"war economy\". The western countries have rai","text":"The United States Senate and House of Representatives issued a joint statement on December 6, saying that they had reached an agreement on the 2023 fiscal year defense budget totaling 857.9 billion US dollars.Source from WebThis budget set a record for US military expenditure.According to the National Defense Authorization Act, in the U.S. defense budget in 2023, $816.7 billion will be allocated to the Department of Defense, $30.3 billion to theDepartment of Energy, and more than $10 billion will be used for defense activities outside the jurisdiction of the United States.In addition to the United States, other Western countries are also increasing defense budget spending.Shengbao Bank warned that 2023 will be a year when the world will enter a \"war economy\". The western countries have rai","images":[{"img":"https://community-static.tradeup.com/news/4362eb76e7be10c8bbf1a2433b000b5a","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923755924","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963906282,"gmtCreate":1668560800246,"gmtModify":1676538075702,"author":{"id":"3577698344691010","authorId":"3577698344691010","name":"建稳的朋友","avatar":"https://static.tigerbbs.com/62b8ad9f42089df9a8f1e1ffbab818a5","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577698344691010","authorIdStr":"3577698344691010"},"themes":[],"htmlText":"🙏🙏🙏🙏","listText":"🙏🙏🙏🙏","text":"🙏🙏🙏🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963906282","repostId":"2283973522","repostType":4,"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963906338,"gmtCreate":1668560772125,"gmtModify":1676538075694,"author":{"id":"3577698344691010","authorId":"3577698344691010","name":"建稳的朋友","avatar":"https://static.tigerbbs.com/62b8ad9f42089df9a8f1e1ffbab818a5","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577698344691010","authorIdStr":"3577698344691010"},"themes":[],"htmlText":"🙏🙏","listText":"🙏🙏","text":"🙏🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963906338","repostId":"2283973522","repostType":4,"isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963908405,"gmtCreate":1668560747008,"gmtModify":1676538075686,"author":{"id":"3577698344691010","authorId":"3577698344691010","name":"建稳的朋友","avatar":"https://static.tigerbbs.com/62b8ad9f42089df9a8f1e1ffbab818a5","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577698344691010","authorIdStr":"3577698344691010"},"themes":[],"htmlText":"🙏🙏","listText":"🙏🙏","text":"🙏🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963908405","repostId":"2283324381","repostType":4,"repost":{"id":"2283324381","pubTimestamp":1668554158,"share":"https://ttm.financial/m/news/2283324381?lang=&edition=fundamental","pubTime":"2022-11-16 07:15","market":"hk","language":"zh","title":"FTX破产波及逾百万债权人，创始人尝试融资填补亏空未果","url":"https://stock-news.laohu8.com/highlight/detail?id=2283324381","media":"华尔街见闻","summary":"FTX在最新提交的破产申请中表示，波及的债权人数量可能超过100万人，凸显其倒闭对加密货币市场的影响巨大。媒体称，创始人SBF和公司剩下的几名员工在刚刚过去的周末四处拜访，寻求新的投资者介入，填补高达80亿美元的缺口，目前未果。","content":"<html><head></head><body><p>FTX在最新提交的破产申请中表示，<b>波及的债权人数量可能超过100万人，凸显其倒闭对加密货币市场的影响巨大。</b>而就在上周，在申请破产保护时，FTX表示其债权人数量超过10万人。</p><p>通常债务人需要提供前20名无担保的债权人的姓名和地址。不过，鉴于本次事件债务规模之大，<b>FTX计划在周五或之前提交一份前50名无担保的债权人的名单。</b></p><p>另据媒体援引知情人士透露，<b>虽然FTX上周申请破产，但创始人、原CEO Sam Bankman-Fried（SBF）仍然尝试融资。</b>SBF和公司剩下的几名员工在刚刚过去的周末四处拜访，寻求新的投资者介入，填补高达80亿美元的缺口，以期将资金偿还给FTX的客户。</p><p>媒体称，不清楚SBF提供什么作为潜在的回报，以换取现金注入，也不清楚是否有投资者同意。不过总体来看，这一努力目前尚未获得成功，80亿美元缺口巨大，实在难以填补。</p><p>FTX为业余和专业交易员们提供现货加密货币投资以及更复杂的衍生品交易，是曾经“叱咤风云”的全球第三大加密货币交易所。在鼎盛时期，FTX平台的估值高达320亿美元，拥有超过100万用户。当前，红杉资本等投资公司宣布将FTX价值减记至零。SBF的个人总资产一度高达156亿美元，但这些资产却在一夜间化做了泡影。</p><p>今年，伴随着加密货币价格的暴跌和随之而来的流动性问题，包括Celsius和Voyager Digital在内的多家加密货币公司倒闭。</p><p>在此前的相关破产案件中，<b>这些平台上的交易用户被指定为“无担保债权人”，这意味着对他们还款的优先度，可能排在其他寻求还款的实体（如供应商、员工等）后面。</b></p><p>SBF上周五辞职，曾负责监督安然破产清算的John Ray III接棒掌舵。John Ray III任命了包括前联邦法官在内的五个人担任FTX，Alameda及其他三个主要实体的独立董事。</p><p>FTX的律师表示，<b>在过去三天的时间里，包括美国在内的全球数十家监管机构介入FTX破产事件。</b>这其中包括美国检察官办公室、美国证券交易委员会（SEC）、商品期货交易委员会（CFTC）。</p><p>美联储副主席布雷纳德最新表示，担心看到FTX破产风波会伤害到散户，必须确保加密数字货币市场存在正确的监管防护栏。CFTC主席称，FTX危机目前为止影响范围仍局限于投资者和交易商，加密货币市场的危机已足以推动美国国会采取行动。</p><p>包括Sullivan ＆ Cromwell、Alvarez ＆ Marsal律师事务所律师和重组专家在内的外部顾问团队，<b>开始将客户账户转移到冷钱包。</b></p><p>屋漏偏逢连夜雨。<b>上周五FTX遭到黑客攻击，对此，FTX方面称攻击导致未经授权的提款发生。</b></p><p>导致FTX崩溃的源头是，FTX借给了其姐妹对冲基金公司Alameda Research约100亿美元的客户资产作为风投资金。FTX拥有160亿美元的客户资产，也就是说，FTX将其一半以上的客户资金借给了姐妹公司Alameda。</p><p>Alameda通过低价购买大量FTX的代币FTT，在市场上推高FTT的价格，接着再以高价FTT作为抵押，向FTX客户们贷款，用高杠杆成倍扩大自己交易利润。然而，在高杠杆及币圈巨大的波动下，Alameda的泡沫早晚会破。</p><p>受FTX事件影响，投资者仓皇出逃加密货币，比特币一度跌破1.6万美元，创近两年新低。其他加密货币交易所也受到一定牵连。币安创始人赵长鹏表示，其交易所的提款规模略有增加。Crypto.com的CEO Kris Marszalek安抚客户，称其公司拥有“非常强大的资产负债表”。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>FTX破产波及逾百万债权人，创始人尝试融资填补亏空未果</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; 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*/\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\">\nFTX破产波及逾百万债权人，创始人尝试融资填补亏空未果\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-16 07:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3675074><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>FTX在最新提交的破产申请中表示，波及的债权人数量可能超过100万人，凸显其倒闭对加密货币市场的影响巨大。而就在上周，在申请破产保护时，FTX表示其债权人数量超过10万人。通常债务人需要提供前20名无担保的债权人的姓名和地址。不过，鉴于本次事件债务规模之大，FTX计划在周五或之前提交一份前50名无担保的债权人的名单。另据媒体援引知情人士透露，虽然FTX上周申请破产，但创始人、原CEO Sam ...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3675074\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/97fa81497c26043735244dcd5900e31c","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3675074","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2283324381","content_text":"FTX在最新提交的破产申请中表示，波及的债权人数量可能超过100万人，凸显其倒闭对加密货币市场的影响巨大。而就在上周，在申请破产保护时，FTX表示其债权人数量超过10万人。通常债务人需要提供前20名无担保的债权人的姓名和地址。不过，鉴于本次事件债务规模之大，FTX计划在周五或之前提交一份前50名无担保的债权人的名单。另据媒体援引知情人士透露，虽然FTX上周申请破产，但创始人、原CEO Sam Bankman-Fried（SBF）仍然尝试融资。SBF和公司剩下的几名员工在刚刚过去的周末四处拜访，寻求新的投资者介入，填补高达80亿美元的缺口，以期将资金偿还给FTX的客户。媒体称，不清楚SBF提供什么作为潜在的回报，以换取现金注入，也不清楚是否有投资者同意。不过总体来看，这一努力目前尚未获得成功，80亿美元缺口巨大，实在难以填补。FTX为业余和专业交易员们提供现货加密货币投资以及更复杂的衍生品交易，是曾经“叱咤风云”的全球第三大加密货币交易所。在鼎盛时期，FTX平台的估值高达320亿美元，拥有超过100万用户。当前，红杉资本等投资公司宣布将FTX价值减记至零。SBF的个人总资产一度高达156亿美元，但这些资产却在一夜间化做了泡影。今年，伴随着加密货币价格的暴跌和随之而来的流动性问题，包括Celsius和Voyager Digital在内的多家加密货币公司倒闭。在此前的相关破产案件中，这些平台上的交易用户被指定为“无担保债权人”，这意味着对他们还款的优先度，可能排在其他寻求还款的实体（如供应商、员工等）后面。SBF上周五辞职，曾负责监督安然破产清算的John Ray III接棒掌舵。John Ray III任命了包括前联邦法官在内的五个人担任FTX，Alameda及其他三个主要实体的独立董事。FTX的律师表示，在过去三天的时间里，包括美国在内的全球数十家监管机构介入FTX破产事件。这其中包括美国检察官办公室、美国证券交易委员会（SEC）、商品期货交易委员会（CFTC）。美联储副主席布雷纳德最新表示，担心看到FTX破产风波会伤害到散户，必须确保加密数字货币市场存在正确的监管防护栏。CFTC主席称，FTX危机目前为止影响范围仍局限于投资者和交易商，加密货币市场的危机已足以推动美国国会采取行动。包括Sullivan ＆ Cromwell、Alvarez ＆ Marsal律师事务所律师和重组专家在内的外部顾问团队，开始将客户账户转移到冷钱包。屋漏偏逢连夜雨。上周五FTX遭到黑客攻击，对此，FTX方面称攻击导致未经授权的提款发生。导致FTX崩溃的源头是，FTX借给了其姐妹对冲基金公司Alameda Research约100亿美元的客户资产作为风投资金。FTX拥有160亿美元的客户资产，也就是说，FTX将其一半以上的客户资金借给了姐妹公司Alameda。Alameda通过低价购买大量FTX的代币FTT，在市场上推高FTT的价格，接着再以高价FTT作为抵押，向FTX客户们贷款，用高杠杆成倍扩大自己交易利润。然而，在高杠杆及币圈巨大的波动下，Alameda的泡沫早晚会破。受FTX事件影响，投资者仓皇出逃加密货币，比特币一度跌破1.6万美元，创近两年新低。其他加密货币交易所也受到一定牵连。币安创始人赵长鹏表示，其交易所的提款规模略有增加。Crypto.com的CEO Kris Marszalek安抚客户，称其公司拥有“非常强大的资产负债表”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963908272,"gmtCreate":1668560727897,"gmtModify":1676538075678,"author":{"id":"3577698344691010","authorId":"3577698344691010","name":"建稳的朋友","avatar":"https://static.tigerbbs.com/62b8ad9f42089df9a8f1e1ffbab818a5","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577698344691010","authorIdStr":"3577698344691010"},"themes":[],"htmlText":"🙏🙏","listText":"🙏🙏","text":"🙏🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963908272","repostId":"2283438912","repostType":4,"repost":{"id":"2283438912","pubTimestamp":1668553991,"share":"https://ttm.financial/m/news/2283438912?lang=&edition=fundamental","pubTime":"2022-11-16 07:13","market":"us","language":"zh","title":"亚马逊加码医疗健康领域，帮助治疗过敏、痤疮和脱发等","url":"https://stock-news.laohu8.com/highlight/detail?id=2283438912","media":"华尔街见闻","summary":"与亚马逊寻求减少智能设备、零售等部门人员形成反差的是，该公司继续进军医疗健康领域。周二，亚马逊推出了亚马逊诊所，将在美国32个州开展业务。该计划是亚马逊此前宣布将关闭亚马逊护理（Amazon Care）之后几个月推出的。","content":"<html><head></head><body><blockquote>与亚马逊寻求减少智能设备、零售等部门人员形成反差的是，该公司继续进军医疗健康领域。周二，亚马逊推出了亚马逊诊所，将在美国32个州开展业务。该计划是亚马逊此前宣布将关闭亚马逊护理（Amazon Care）之后几个月推出的。</blockquote><p>周二，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>推出了亚马逊诊所（Amazon Clinic），这是一个针对过敏、痤疮和哮喘等常见医疗状况的虚拟平台。该诊所将在美国32个州开展业务，这扩大了亚马逊对美国医疗保健领域的影响力。</p><p>今年7月，亚马逊宣布以近39亿美元的价格收购初级保健平台运营商One Medical，以进一步进军医疗保健领域。</p><p>从服务流程来看，首先，顾客选择他们的病情类型，其次选择一个首选的医生或医院等机构。接下来，他们需要填写一份简短的调查问卷。最后顾客可以选择便于自己的时间段和医生联系。</p><p>当顾客寻求治疗时，他们将能够看到咨询费用是多少，这些价格并不是亚马逊诊所设定的，而是由医生或医院设定的。在许多情况下，会诊费用相当于或低于平均自付费用。</p><p>亚马逊指出，亚马逊诊所尚不接受保险，但顾客可以使用保险支付医生开出的处方药。顾客可以选择任何药房来配药，包括“亚马逊药房”。</p><p>亚马逊诊所是在亚马逊宣布在今年年底前关闭不同的远程医疗服务亚马逊护理（Amazon Care）之后几个月推出的。亚马逊护理于2019年作为试点向员工推出，提供虚拟紧急护理，并提供护士上门服务，以进行测试和疫苗接种，但需要付费。亚马逊护理的负责人Neil Lindsay在宣布其关闭时说，“亚马逊护理对于我们一直瞄准的大型企业客户来说，不是一个足够完整的产品，而且不会长期运作。”</p><p>今年对硅谷的科技巨头来说可谓流年不利。在美国和全球宏观经济恶化、高通胀、高借贷成本等因素的推动下，再加上商业模式并不稳定，硅谷的科技巨头股价重挫。削减不必要的成本变得更为有效，成为了各大巨头努力的重点，随之而来的是，近几个月相关企业纷纷宣布冻结招聘或裁员。</p><p>与亚马逊加码医疗健康领域形成鲜明反差的是，昨日市场重磅消息显示，该公司要开启万人规模大裁员，将集中在<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>设备、零售和人力资源等部门。值得注意的是，亚马逊在美国假日季，也就是传统的零售旺季到来之际开始裁员，可见全球宏观经济恶化对公司的冲击可能大于预期。值此之际扩大医疗健康领域业务，凸显亚马逊进军该行业的决心。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>亚马逊加码医疗健康领域，帮助治疗过敏、痤疮和脱发等</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n亚马逊加码医疗健康领域，帮助治疗过敏、痤疮和脱发等\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-16 07:13 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3675073><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>与亚马逊寻求减少智能设备、零售等部门人员形成反差的是，该公司继续进军医疗健康领域。周二，亚马逊推出了亚马逊诊所，将在美国32个州开展业务。该计划是亚马逊此前宣布将关闭亚马逊护理（Amazon Care）之后几个月推出的。周二，亚马逊推出了亚马逊诊所（Amazon Clinic），这是一个针对过敏、痤疮和哮喘等常见医疗状况的虚拟平台。该诊所将在美国32个州开展业务，这扩大了亚马逊对美国医疗保健领域的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3675073\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/76b2f1e3f75492b5b2f994bee27eccea","relate_stocks":{"IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4566":"资本集团","BK4524":"宅经济概念","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4535":"淡马锡持仓","BK4559":"巴菲特持仓","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0109392836.USD":"富兰克林科技股A","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4538":"云计算","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4503":"景林资产持仓","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4551":"寇图资本持仓","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc 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Clinic），这是一个针对过敏、痤疮和哮喘等常见医疗状况的虚拟平台。该诊所将在美国32个州开展业务，这扩大了亚马逊对美国医疗保健领域的影响力。今年7月，亚马逊宣布以近39亿美元的价格收购初级保健平台运营商One Medical，以进一步进军医疗保健领域。从服务流程来看，首先，顾客选择他们的病情类型，其次选择一个首选的医生或医院等机构。接下来，他们需要填写一份简短的调查问卷。最后顾客可以选择便于自己的时间段和医生联系。当顾客寻求治疗时，他们将能够看到咨询费用是多少，这些价格并不是亚马逊诊所设定的，而是由医生或医院设定的。在许多情况下，会诊费用相当于或低于平均自付费用。亚马逊指出，亚马逊诊所尚不接受保险，但顾客可以使用保险支付医生开出的处方药。顾客可以选择任何药房来配药，包括“亚马逊药房”。亚马逊诊所是在亚马逊宣布在今年年底前关闭不同的远程医疗服务亚马逊护理（Amazon Care）之后几个月推出的。亚马逊护理于2019年作为试点向员工推出，提供虚拟紧急护理，并提供护士上门服务，以进行测试和疫苗接种，但需要付费。亚马逊护理的负责人Neil Lindsay在宣布其关闭时说，“亚马逊护理对于我们一直瞄准的大型企业客户来说，不是一个足够完整的产品，而且不会长期运作。”今年对硅谷的科技巨头来说可谓流年不利。在美国和全球宏观经济恶化、高通胀、高借贷成本等因素的推动下，再加上商业模式并不稳定，硅谷的科技巨头股价重挫。削减不必要的成本变得更为有效，成为了各大巨头努力的重点，随之而来的是，近几个月相关企业纷纷宣布冻结招聘或裁员。与亚马逊加码医疗健康领域形成鲜明反差的是，昨日市场重磅消息显示，该公司要开启万人规模大裁员，将集中在智能设备、零售和人力资源等部门。值得注意的是，亚马逊在美国假日季，也就是传统的零售旺季到来之际开始裁员，可见全球宏观经济恶化对公司的冲击可能大于预期。值此之际扩大医疗健康领域业务，凸显亚马逊进军该行业的决心。","news_type":1},"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963908189,"gmtCreate":1668560699641,"gmtModify":1676538075670,"author":{"id":"3577698344691010","authorId":"3577698344691010","name":"建稳的朋友","avatar":"https://static.tigerbbs.com/62b8ad9f42089df9a8f1e1ffbab818a5","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577698344691010","authorIdStr":"3577698344691010"},"themes":[],"htmlText":"🙏🙏","listText":"🙏🙏","text":"🙏🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9963908189","repostId":"2283315211","repostType":4,"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960348251,"gmtCreate":1668083472973,"gmtModify":1676538009755,"author":{"id":"3577698344691010","authorId":"3577698344691010","name":"建稳的朋友","avatar":"https://static.tigerbbs.com/62b8ad9f42089df9a8f1e1ffbab818a5","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577698344691010","authorIdStr":"3577698344691010"},"themes":[],"htmlText":"<a 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href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>","text":"🙏🙏🙏 $Palantir Technologies Inc.(PLTR)$","images":[{"img":"https://community-static.tradeup.com/news/cb8eae34d8c4840560292fa816bf8e77","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989674071","isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9916931187,"gmtCreate":1664496133049,"gmtModify":1676537464879,"author":{"id":"3577698344691010","authorId":"3577698344691010","name":"建稳的朋友","avatar":"https://static.tigerbbs.com/62b8ad9f42089df9a8f1e1ffbab818a5","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577698344691010","authorIdStr":"3577698344691010"},"themes":[],"htmlText":"🙏🙏","listText":"🙏🙏","text":"🙏🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9916931187","repostId":"2271747527","repostType":4,"repost":{"id":"2271747527","pubTimestamp":1664491231,"share":"https://ttm.financial/m/news/2271747527?lang=&edition=fundamental","pubTime":"2022-09-30 06:40","market":"hk","language":"zh","title":"鹰派立场不动摇！美联储今年票委称即使衰退也不能阻止加息","url":"https://stock-news.laohu8.com/highlight/detail?id=2271747527","media":"华尔街见闻","summary":"梅斯特表示，由未来一年通胀预期判定的实际利率必须进入正值区域。","content":"<html><head></head><body><p>今年FOMC投票委员梅斯特认为，美联储的政策利率甚至还没有进入限制性区间，预计经济增长会远低于趋势水平，但遏制通胀有必要如此。另一今年票委布拉德称，点阵图显示美联储预期今年还会有相当幅度的加息行动，市场消化了这点。</p><p>两名今年拥有美联储货币政策委员会FOMC会议投票权的联储官员不约而同重申鹰派立场，再次表示要为遏制高通胀继续加息，强化了继续紧缩货币的呼声。</p><p>美东时间29日周四，圣路易斯联储主席布拉德说，只要看一下代表美联储官员对未来利率预期的点阵图就能发现，FOMC预计今年还会有相当幅度的加息行动。“我认为，市场消化了这点，这看来确实是正确的解读”。</p><p>布拉德提到英国大规模减税引发的金融市场巨震，明确表示这些动荡不会令美联储叫停收紧货币。布拉德说，为了给通胀施加有实质意义的下行压力，美联储决心让政策利率回到适合的水平。他说：</p><blockquote>“你们在英国看到的波动主要和金融市场需要对此定价有关，我们在美国有些波动正是因此而来。我认为，这实际上并未影响美国的通胀或者实际的增长变化。”</blockquote><p>同在周三，克利夫兰联储主席梅斯特表示，由未来一年通胀预期判定的实际利率必须进入正值区域，而且在那个水平持续一段时间。</p><blockquote>“我们甚至还没有让（联邦）基金利率（即美联储的政策利率）进入限制性区间。”</blockquote><p>上周美联储会议决定连续第三次加息75个基点，会后公布的经济展望显示，美联储决策者的加息预期比市场预测更加鹰派：联储官员的预期中位值为，今年底利率达到4.5%，明年达到本轮加息周期的利率高峰4.6%，这一峰值高于市场预期的4.5%，都远超上周加息后利率区间3%-3.25%。</p><p>而且，会后公布的点阵图显示，多数美联储官员预计，上周加息后，到今年底还需要合计加息125个基点。这一预测让联储下次11月会议再加息75个基点的可能性摆上台面。</p><p>梅斯特本周三称，她个人的预期可能比联储官员的预期中位值略高，因为她觉得通胀在持久处于高位，必须升高利率，让通胀出现下行转向，而且，美国经济迄今为止还能应对加息。被问及衰退会不会促使她停止加息时，梅斯特回答，不会，并解释说：</p><blockquote>“我们不得不做自己必须做的，去恢复价格稳定，因为除非恢复价格稳定，否则我们不会有健康的经济，不会有一段时间内良好的劳动力市场。”</blockquote><p>梅斯特说，如果看一看上周美联储公布的经济展望会发现，在经济增长方面，预示有衰退，因为预期中位值的路径很低。她个人的预期是增长会相当低，“实际经济增长将远低于趋势水平”，远低于2%的增速。这会是痛苦的，失业会增加，但为了避免之后付出更高代价，那是有必要的。</p><p>对于英国市场的表现，梅斯特认为和美国截然不同。她指出，两年前新冠疫情初期，美联储宣布购债，当时联储还在通过降息支持经济。英国央行现在既要加息又要购债，面临一些沟通的问题。</p><p>梅斯特认为，出于金融稳定和市场正常发挥功能的原因，英央行不得不购债。如果市场功能失常，央行就无法达到货币政策的目标，这和担心市场波动是不同的。到目前为止，还没有美国金融市场功能失调的迹象。</p><p>布拉德和梅斯特讲话前一天，鸽派美联储官员、明年有FOMC会议投票权的亚特兰大联储主席博斯蒂克亮出支持继续激进加息的态度，称他的基准预测是11月加75个基点、12月再加50个基点，都取决于未来数据。不过，博斯蒂克重提他今年5月末表达过的暂停加息论，称为避免过度紧缩，应在通胀降至目标2%前停手。</p><p>华尔街见闻注意到，上周三美联储会后，市场对联储11月加息75个基点的预期几率曾升至80%以上。本周三英国央行宣布紧急购债后，市场对欧美央行激进加息的预期明显降温。</p><p>到本周四美股盘中，芝商所（CME）的“美联储观察工具”显示，美国联邦基金利率期货交易市场预计，11月美联储加息75个基点的几率接近59%，加息50个基点的几率约为41%，一周前预计加息75基点的几率超过70%、预计加息50基点的几率约为28%。</p><p><img src=\"https://static.tigerbbs.com/009f73c716955a9773f4168091bbffb3\" tg-width=\"771\" tg-height=\"604\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>鹰派立场不动摇！美联储今年票委称即使衰退也不能阻止加息</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n鹰派立场不动摇！美联储今年票委称即使衰退也不能阻止加息\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-30 06:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3671553><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年FOMC投票委员梅斯特认为，美联储的政策利率甚至还没有进入限制性区间，预计经济增长会远低于趋势水平，但遏制通胀有必要如此。另一今年票委布拉德称，点阵图显示美联储预期今年还会有相当幅度的加息行动，市场消化了这点。两名今年拥有美联储货币政策委员会FOMC会议投票权的联储官员不约而同重申鹰派立场，再次表示要为遏制高通胀继续加息，强化了继续紧缩货币的呼声。美东时间29日周四，圣路易斯联储主席布拉德说，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3671553\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4837cd37e088e612a02f18764180c99f","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SH":"标普500反向ETF","BK4581":"高盛持仓","DOG":"道指反向ETF","BK4504":"桥水持仓","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","SQQQ":"纳指三倍做空ETF","DJX":"1/100道琼斯","DXD":"道指两倍做空ETF","SPY":"标普500ETF","PSQ":"纳指反向ETF","BK4534":"瑞士信贷持仓","SDOW":"道指三倍做空ETF-ProShares","DDM":"道指两倍做多ETF","QLD":"纳指两倍做多ETF","SDS":"两倍做空标普500ETF","TQQQ":"纳指三倍做多ETF","OEX":"标普100","BK4559":"巴菲特持仓","IVV":"标普500指数ETF","BK4550":"红杉资本持仓",".DJI":"道琼斯","QQQ":"纳指100ETF","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares",".IXIC":"NASDAQ Composite","QID":"纳指两倍做空ETF",".SPX":"S&P 500 Index"},"source_url":"https://wallstreetcn.com/articles/3671553","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2271747527","content_text":"今年FOMC投票委员梅斯特认为，美联储的政策利率甚至还没有进入限制性区间，预计经济增长会远低于趋势水平，但遏制通胀有必要如此。另一今年票委布拉德称，点阵图显示美联储预期今年还会有相当幅度的加息行动，市场消化了这点。两名今年拥有美联储货币政策委员会FOMC会议投票权的联储官员不约而同重申鹰派立场，再次表示要为遏制高通胀继续加息，强化了继续紧缩货币的呼声。美东时间29日周四，圣路易斯联储主席布拉德说，只要看一下代表美联储官员对未来利率预期的点阵图就能发现，FOMC预计今年还会有相当幅度的加息行动。“我认为，市场消化了这点，这看来确实是正确的解读”。布拉德提到英国大规模减税引发的金融市场巨震，明确表示这些动荡不会令美联储叫停收紧货币。布拉德说，为了给通胀施加有实质意义的下行压力，美联储决心让政策利率回到适合的水平。他说：“你们在英国看到的波动主要和金融市场需要对此定价有关，我们在美国有些波动正是因此而来。我认为，这实际上并未影响美国的通胀或者实际的增长变化。”同在周三，克利夫兰联储主席梅斯特表示，由未来一年通胀预期判定的实际利率必须进入正值区域，而且在那个水平持续一段时间。“我们甚至还没有让（联邦）基金利率（即美联储的政策利率）进入限制性区间。”上周美联储会议决定连续第三次加息75个基点，会后公布的经济展望显示，美联储决策者的加息预期比市场预测更加鹰派：联储官员的预期中位值为，今年底利率达到4.5%，明年达到本轮加息周期的利率高峰4.6%，这一峰值高于市场预期的4.5%，都远超上周加息后利率区间3%-3.25%。而且，会后公布的点阵图显示，多数美联储官员预计，上周加息后，到今年底还需要合计加息125个基点。这一预测让联储下次11月会议再加息75个基点的可能性摆上台面。梅斯特本周三称，她个人的预期可能比联储官员的预期中位值略高，因为她觉得通胀在持久处于高位，必须升高利率，让通胀出现下行转向，而且，美国经济迄今为止还能应对加息。被问及衰退会不会促使她停止加息时，梅斯特回答，不会，并解释说：“我们不得不做自己必须做的，去恢复价格稳定，因为除非恢复价格稳定，否则我们不会有健康的经济，不会有一段时间内良好的劳动力市场。”梅斯特说，如果看一看上周美联储公布的经济展望会发现，在经济增长方面，预示有衰退，因为预期中位值的路径很低。她个人的预期是增长会相当低，“实际经济增长将远低于趋势水平”，远低于2%的增速。这会是痛苦的，失业会增加，但为了避免之后付出更高代价，那是有必要的。对于英国市场的表现，梅斯特认为和美国截然不同。她指出，两年前新冠疫情初期，美联储宣布购债，当时联储还在通过降息支持经济。英国央行现在既要加息又要购债，面临一些沟通的问题。梅斯特认为，出于金融稳定和市场正常发挥功能的原因，英央行不得不购债。如果市场功能失常，央行就无法达到货币政策的目标，这和担心市场波动是不同的。到目前为止，还没有美国金融市场功能失调的迹象。布拉德和梅斯特讲话前一天，鸽派美联储官员、明年有FOMC会议投票权的亚特兰大联储主席博斯蒂克亮出支持继续激进加息的态度，称他的基准预测是11月加75个基点、12月再加50个基点，都取决于未来数据。不过，博斯蒂克重提他今年5月末表达过的暂停加息论，称为避免过度紧缩，应在通胀降至目标2%前停手。华尔街见闻注意到，上周三美联储会后，市场对联储11月加息75个基点的预期几率曾升至80%以上。本周三英国央行宣布紧急购债后，市场对欧美央行激进加息的预期明显降温。到本周四美股盘中，芝商所（CME）的“美联储观察工具”显示，美国联邦基金利率期货交易市场预计，11月美联储加息75个基点的几率接近59%，加息50个基点的几率约为41%，一周前预计加息75基点的几率超过70%、预计加息50基点的几率约为28%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9960348251,"gmtCreate":1668083472973,"gmtModify":1676538009755,"author":{"id":"3577698344691010","authorId":"3577698344691010","name":"建稳的朋友","avatar":"https://static.tigerbbs.com/62b8ad9f42089df9a8f1e1ffbab818a5","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577698344691010","authorIdStr":"3577698344691010"},"themes":[],"htmlText":"<a 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22:33","market":"us","language":"zh","title":"半导体板块走低，美国监管部门对部分半导体设备启动调查","url":"https://stock-news.laohu8.com/highlight/detail?id=1153800529","media":"老虎资讯综合","summary":"摩根士丹利今日下调多只半导体股票目标价。","content":"<html><head></head><body><p>美股半导体板块走低，截至发稿，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌5%，<a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a>跌4.4%，<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌4.2%，<a href=\"https://laohu8.com/S/ONNN\">安森美</a>半导体跌3.2%，<a href=\"https://laohu8.com/S/NXPI\">恩智浦</a>半导体、AMD跌约2.4%。</p><p><img src=\"https://static.tigerbbs.com/9b0920e77e233d506122c292e77f70c2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>消息面上，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>今日下调多只半导体股票目标价。此外，美国国际贸易委员会(ITC)正式对带有计时感知虚拟填充的电子设备和半导体设备及其组件启动337调查，涉及联想、NXP、英伟达、<a href=\"https://laohu8.com/S/AMD\">AMD</a>等知名大厂。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>半导体板块走低，美国监管部门对部分半导体设备启动调查</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{ 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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半导体板块走低，美国监管部门对部分半导体设备启动调查\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-06-10 22:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美股半导体板块走低，截至发稿，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌5%，<a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a>跌4.4%，<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌4.2%，<a href=\"https://laohu8.com/S/ONNN\">安森美</a>半导体跌3.2%，<a href=\"https://laohu8.com/S/NXPI\">恩智浦</a>半导体、AMD跌约2.4%。</p><p><img src=\"https://static.tigerbbs.com/9b0920e77e233d506122c292e77f70c2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>消息面上，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>今日下调多只半导体股票目标价。此外，美国国际贸易委员会(ITC)正式对带有计时感知虚拟填充的电子设备和半导体设备及其组件启动337调查，涉及联想、NXP、英伟达、<a href=\"https://laohu8.com/S/AMD\">AMD</a>等知名大厂。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"AMD.AU":"Arrow Minerals Ltd","NXPI":"恩智浦","NVDA":"英伟达","MRVL":"迈威尔科技","GFS":"GLOBALFOUNDRIES 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07:59","market":"us","language":"zh","title":"昨夜今晨 | 高瓴HHLR抄底阿里拼多多！美油跌破90美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1129383304","media":"老虎资讯综合","summary":"摘要：①隔夜美股收高，纳指涨0.62%；②美油跌破90美元大关，创一周新低；③高瓴HHLR“抄底”阿里拼多多，加仓新能源；④“大空头”原型出手，几乎将所持股票抛光。海外市场1、周线“四连阳”节奏延续美","content":"<html><head></head><body><blockquote>摘要：①隔夜美股收高，纳指涨0.62%；②美油跌破90美元大关，创一周新低；③高瓴HHLR“抄底”阿里<a href=\"https://laohu8.com/S/PDD\">拼多多</a>，加仓新能源；④“大空头”原型出手，几乎将所持股票抛光。</blockquote><p>海外市场</p><p>1、周线“四连阳”节奏延续美股集体收涨纳指涨0.62%</p><p>美股周一小幅收高。市场继续关注全球经济衰退风险，并等待美国零售巨头财报以及7月零售销售数据。截至收盘，道琼斯指数涨0.45%，纳斯达克综合指数涨0.62%，标普500指数涨0.40%。大型科技股延续上涨步伐，其中<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨0.63%、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨3.10%、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌0.26%、<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>涨0.33%、<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨0.53%。</p><p>2、热门中概股多数上涨 智富融资涨超115%</p><p>热门中概股多数收涨，纳斯达克中国金龙指数涨0.78%，智富融资涨超115%，<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>涨近9%，<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>涨近5%，拼多多涨超4%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨超3%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超3%。</p><p>3、欧股收盘普涨德国DAX30指数涨0.15%</p><p>欧股周一收盘普涨，德国DAX指数涨0.15%，法国CAC40指数涨0.25%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.15%，欧洲斯托克50指数涨0.3%。</p><p>4、美国WTI原油期货收跌2.9%跌破90美元 创一周新低</p><p>纽约商品交易所9月交割的西德州中质原油（WTI）期货价格收跌2.68美元，跌幅为2.91%，报收于89.41美元。全球经济衰退的风险令原油需求前景受到压力，而沙特增加产量的可能性，以及伊朗可能重新向全球市场供应原油的潜在可能，均令原油价格承压。</p><p>5、纽约黄金期货周一收盘跌破1800美元关口 创一周新低</p><p>纽约商品交易所12月交割的黄金期货价格周一下跌17.40美元，跌幅为1%，收于每盎司1798.10美元。按照最活跃合约计算，周一黄金期货价格创8月5日以来的最低收盘价。</p><p>国际宏观</p><p>1、中国美债持仓六月减少130亿美元 为连续第七个月下降</p><p>当地时间周一，美国财政部发布截至今年6月的国际资本流动报告，数据显示中国的美债持仓延续此前的减持节奏。根据最新数据，中国的美债持仓在今年6月下降至9678亿美元，环比下降130亿美元，为连续第七个月下降。而在今年5月，中国的美债持仓自2010年5月以来首度跌破万亿美元关口。</p><p>2、美联储7月份会议纪要即将公布 9月份加息50个基点可能性较大</p><p>美联储预计于北京时间8月18日公布7月份货币政策会议纪要。市场也希望能够在其中找到政策风向线索，一窥9月份的加息路径。</p><p>2022年以来，为遏制美国高企的通胀，美联储已经连续4次加息，6月份至7月份连续2次加息75个基点，累计达150个基点，创1980年以来最大幅度。从当前经济指标来看，9月份缩减加息幅度至50个基点的概率稍大。</p><p>3、比美联储更乐观！市场已经开始押注通胀见顶了</p><p>衍生品市场的普遍押注预测，未来12个月美国通胀率将降至3.3%左右，这和去年8月时的预测相当。但有分析认为，投资者正在犯和去年同样的错误，时间将证明一切。</p><p>和美联储相比，当前一些投资者对通胀的态度更为乐观。上周公布的美国通胀数据有所缓和，这些数据令一些投资者感到安慰，他们进一步倾向于押注通胀正在达到顶峰。</p><p>4、全球电子商务收入或将首次出现萎缩</p><p>媒体数字市场展望最新预测下调了2022年全球电子商务收入预估。受供应链问题和通胀影响，全球电子商务收入预计将在2022年同比首次萎缩，较2021年下降2.5%。全球电子商务行业在最终重回正轨之前需要克服普遍预期的全球经济衰退和随之而来的失业率上升这两个重大障碍。</p><p>5、美国住宅建筑商信心指数创2007年楼市崩盘以来最长连降</p><p>一项衡量美国住宅建筑商信心的指标连续第八个月下滑，创下2007年住房市场崩盘以来的最长连降。</p><p>根据全国住宅建筑商协会（NAHB）/<a href=\"https://laohu8.com/S/WFC\">富国银行</a>周一公布的数据，美国8月份住宅建筑商信心指数下降6点至49，比调查的经济学家中最悲观预期还低，自2020年5月以来首次跌破50这一荣枯分水岭。</p><p>俄乌局势</p><p>1、俄称乌军炮击扎波罗热核电站附近地区致平民死亡 乌方否认</p><p>据俄国防部当地时间14日通报，过去24小时内，俄军打击了多个乌军指挥点，并完全控制了哈尔科夫地区的乌德定居点。分别位于顿涅茨克地区和赫尔松地区的两个乌军机械化旅也遭到俄空天军打击。</p><p>据俄罗斯媒体报道，当地时间14日，扎波罗热地区的埃涅尔戈达尔市遭乌军两次炮击，造成1名平民死亡，扎波罗热核电站附近的草地也因炮击起火。乌方当地官员否认了俄方说法，称当天是俄军开火造成人员伤亡。</p><p>2、乌称在顿涅茨克地区多次击退俄军攻势</p><p>据路透社15日援引乌武装部队总参谋部的消息报道，俄军对顿涅茨克地区东部的几个城镇发动了猛烈炮击并试图推进，乌军击退了数次攻势，赫尔松地区也遭到了俄军炮击。此外，乌军当地时间14日打击了赫尔松地区的安东诺夫斯基大桥以确保该设施无法通行。</p><p>3、一艘运往非洲的人道主义粮食运输船将从乌克兰港口启程</p><p>据路透社14日援引一名联合国官员的说法报道，未来几天内，一艘由联合国租用、载有2.3万多吨小麦的运粮船将从乌克兰皮夫登尼(尤日内)港起航，驶向非洲国家埃塞俄比亚。报道称，这将是自俄乌冲突爆发以来，在黑海港口<a href=\"https://laohu8.com/S/000061\">农产品</a>外运协议下，第一批运往非洲的人道主义粮食援助货物。</p><p>公司新闻</p><p>1、<a href=\"https://laohu8.com/NW/2259024061\" target=\"_blank\">高瓴HHLR二季度持续看好中国资产：“抄底”阿里拼多多加仓新能源</a></p><p>北京时间8月16日，美国证券交易委员会（SEC）网站显示，高瓴旗下HHLR Advisors公布了反映最新美股持仓数据的13F表格。</p><p>截至二季度末，HHLR在美股市场持有64只股票，总市值规模为47亿美元，与上季度基本持平。其中，HHLR在二季度继续加大了对中国资产的集中配置、重仓投资，不但进一步增持部分重仓中概股，还重新建仓买入了两家中概电商巨头<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>和拼多多。</p><p>2、<a href=\"https://laohu8.com/NW/1143140803\" target=\"_blank\">二季度伯克希尔大举加仓西方石油，增持苹果、清仓Verizon</a></p><p>周一盘后，股神巴菲特执掌的伯克希尔压轴披露13F表，除了增持苹果、<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>、西方石油等外界已经知晓的操作，股神在二季度还清仓了通讯运营商<a href=\"https://laohu8.com/S/VZ\">威瑞森</a>和药品特许投资商Royalty Pharma，同时Ally金融受到格外亲睐，增仓比例达到234%。</p><p>3、<a href=\"https://laohu8.com/NW/1156794514\" target=\"_blank\">高盛二季度增持阿里和美债ETF，减持苹果、谷歌及Meta</a></p><p>8月15日周一，高盛递交的13F报告显示，高盛二季度增持<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>ADR、必需消费品精选行业SPDR基金、<a href=\"https://laohu8.com/S/EGRW\">iShares</a>安硕MSCI新兴市场ETF、Pinterest等2337只股票或基金。减持苹果、景顺QQQ信托系列1、<a href=\"https://laohu8.com/S/EMDI\">iShares</a>安硕罗素2000 ETF、<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>、Meta、<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>等2229只股票或ETF。重仓股票或基金包括SPDR<a href=\"https://laohu8.com/S/CSPX.UK\">标普500 ETF</a>信托、苹果、微软、<a href=\"https://laohu8.com/S/EMEY\">iShares</a>安硕罗素2000 ETF、以及亚马逊。</p><p>4、元宇宙概念股Unity回绝竞品并购提案</p><p>2D和3D游戏引擎开发商Unity周一宣布，已经拒绝了竞争对手AppLovin提出的纯股票合并提案，并将推进广告技术平台IronSource价值44亿美元的收购案。Unity同时宣布，在收购完成后将展开价值25亿美元的回购，同时股东银湖资本和红杉资本已经同意在交易完成后认购公司10亿美元可转债。截至收盘，Unity周一收跌7.13%，AppLovin跌7.63%。</p><p>5、<a href=\"https://laohu8.com/NW/2259035026\" target=\"_blank\">“大空头”几乎抛空所有美股持仓 仅留一只监狱概念股</a></p><p>根据“大空头原型”迈克尔·贝瑞旗下基金披露的13F表，他在今年二季度末抛掉了此前持有的所有11只个股，包括Alphabet、Meta平台等，仅仅建仓跨国私人监狱和精神卫生设施运营商GEO集团。受此消息影响，GEO集团周一收涨10.63%。</p><p>6、<a href=\"https://laohu8.com/NW/2259571028\" target=\"_blank\">苹果公司据传将扩大自营广告投放范围</a></p><p>据媒体周一报道，苹果公司正把广告业务视为经济衰退环境下的增长抓手，苹果地图、图书和播客应用都有可能是拓展营收的方向，而流媒体业务TV+也有可能效仿<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>、<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>等同行推出广告分层订阅。</p><p>7、<a href=\"https://laohu8.com/NW/1141036610\" target=\"_blank\">对冲基金买入近10亿美元迪士尼股票并施压管理层</a></p><p>对冲基金三点管理周一披露持有近10亿美元的迪士尼股票，并宣布将推动公司展开一系列转型，例如剥离体育频道ESPN、回购股票和增加新的董事会成员等。需要说明的是，三点管理今年早些时候曾因加息担忧抛出过公司股票。</p><p>8、消息称<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>与派拉蒙达成合作协议</p><p>据媒体援引知情人士报道，零售巨头沃尔玛已经与派拉蒙公司达成协议，将向超市的订阅会员提供派拉蒙+流媒体服务，这也被视为其与亚马逊竞争的最新赛道。据悉，派拉蒙将向沃尔玛会员提供附带广告的流媒体服务，官网售价为4.99美元/月。根据日程，沃尔玛将在周二盘前发布最新财报。</p><p>9、FTC诉Meta平台VR领域收购案将于12月开庭</p><p>加州地区地方法院周一裁定，美国联邦贸易委员会阻止Meta平台收购VR软件开发商Within Unlimited的听证会将在12月20日开始，连续七天。这一起案件颇为特殊的是，Meta在过去十年里收购了上百家公司，而Within Unlimited只是VR产业中一家市值很小的公司，一般来说此类收购并不会遭到联邦政府的反对。</p><p>9、<a href=\"https://laohu8.com/NW/2259775049\" target=\"_blank\">大砍王牌业务！传富国银行拟缩减抵押贷款业务</a></p><p>据报道，富国银行正计划大幅缩减其抵押贷款业务的规模，该行新管理层不再承诺继续盘踞美国按揭贷款市场的第一把交椅，并准备从该领域撤退，撤退战略可能会从该行与外部抵押贷款公司的业务联系开始。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>昨夜今晨 | 高瓴HHLR抄底阿里拼多多！美油跌破90美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨 | 高瓴HHLR抄底阿里拼多多！美油跌破90美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-08-16 07:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>摘要：①隔夜美股收高，纳指涨0.62%；②美油跌破90美元大关，创一周新低；③高瓴HHLR“抄底”阿里<a href=\"https://laohu8.com/S/PDD\">拼多多</a>，加仓新能源；④“大空头”原型出手，几乎将所持股票抛光。</blockquote><p>海外市场</p><p>1、周线“四连阳”节奏延续美股集体收涨纳指涨0.62%</p><p>美股周一小幅收高。市场继续关注全球经济衰退风险，并等待美国零售巨头财报以及7月零售销售数据。截至收盘，道琼斯指数涨0.45%，纳斯达克综合指数涨0.62%，标普500指数涨0.40%。大型科技股延续上涨步伐，其中<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨0.63%、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨3.10%、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌0.26%、<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>涨0.33%、<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨0.53%。</p><p>2、热门中概股多数上涨 智富融资涨超115%</p><p>热门中概股多数收涨，纳斯达克中国金龙指数涨0.78%，智富融资涨超115%，<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>涨近9%，<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>涨近5%，拼多多涨超4%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨超3%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超3%。</p><p>3、欧股收盘普涨德国DAX30指数涨0.15%</p><p>欧股周一收盘普涨，德国DAX指数涨0.15%，法国CAC40指数涨0.25%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.15%，欧洲斯托克50指数涨0.3%。</p><p>4、美国WTI原油期货收跌2.9%跌破90美元 创一周新低</p><p>纽约商品交易所9月交割的西德州中质原油（WTI）期货价格收跌2.68美元，跌幅为2.91%，报收于89.41美元。全球经济衰退的风险令原油需求前景受到压力，而沙特增加产量的可能性，以及伊朗可能重新向全球市场供应原油的潜在可能，均令原油价格承压。</p><p>5、纽约黄金期货周一收盘跌破1800美元关口 创一周新低</p><p>纽约商品交易所12月交割的黄金期货价格周一下跌17.40美元，跌幅为1%，收于每盎司1798.10美元。按照最活跃合约计算，周一黄金期货价格创8月5日以来的最低收盘价。</p><p>国际宏观</p><p>1、中国美债持仓六月减少130亿美元 为连续第七个月下降</p><p>当地时间周一，美国财政部发布截至今年6月的国际资本流动报告，数据显示中国的美债持仓延续此前的减持节奏。根据最新数据，中国的美债持仓在今年6月下降至9678亿美元，环比下降130亿美元，为连续第七个月下降。而在今年5月，中国的美债持仓自2010年5月以来首度跌破万亿美元关口。</p><p>2、美联储7月份会议纪要即将公布 9月份加息50个基点可能性较大</p><p>美联储预计于北京时间8月18日公布7月份货币政策会议纪要。市场也希望能够在其中找到政策风向线索，一窥9月份的加息路径。</p><p>2022年以来，为遏制美国高企的通胀，美联储已经连续4次加息，6月份至7月份连续2次加息75个基点，累计达150个基点，创1980年以来最大幅度。从当前经济指标来看，9月份缩减加息幅度至50个基点的概率稍大。</p><p>3、比美联储更乐观！市场已经开始押注通胀见顶了</p><p>衍生品市场的普遍押注预测，未来12个月美国通胀率将降至3.3%左右，这和去年8月时的预测相当。但有分析认为，投资者正在犯和去年同样的错误，时间将证明一切。</p><p>和美联储相比，当前一些投资者对通胀的态度更为乐观。上周公布的美国通胀数据有所缓和，这些数据令一些投资者感到安慰，他们进一步倾向于押注通胀正在达到顶峰。</p><p>4、全球电子商务收入或将首次出现萎缩</p><p>媒体数字市场展望最新预测下调了2022年全球电子商务收入预估。受供应链问题和通胀影响，全球电子商务收入预计将在2022年同比首次萎缩，较2021年下降2.5%。全球电子商务行业在最终重回正轨之前需要克服普遍预期的全球经济衰退和随之而来的失业率上升这两个重大障碍。</p><p>5、美国住宅建筑商信心指数创2007年楼市崩盘以来最长连降</p><p>一项衡量美国住宅建筑商信心的指标连续第八个月下滑，创下2007年住房市场崩盘以来的最长连降。</p><p>根据全国住宅建筑商协会（NAHB）/<a href=\"https://laohu8.com/S/WFC\">富国银行</a>周一公布的数据，美国8月份住宅建筑商信心指数下降6点至49，比调查的经济学家中最悲观预期还低，自2020年5月以来首次跌破50这一荣枯分水岭。</p><p>俄乌局势</p><p>1、俄称乌军炮击扎波罗热核电站附近地区致平民死亡 乌方否认</p><p>据俄国防部当地时间14日通报，过去24小时内，俄军打击了多个乌军指挥点，并完全控制了哈尔科夫地区的乌德定居点。分别位于顿涅茨克地区和赫尔松地区的两个乌军机械化旅也遭到俄空天军打击。</p><p>据俄罗斯媒体报道，当地时间14日，扎波罗热地区的埃涅尔戈达尔市遭乌军两次炮击，造成1名平民死亡，扎波罗热核电站附近的草地也因炮击起火。乌方当地官员否认了俄方说法，称当天是俄军开火造成人员伤亡。</p><p>2、乌称在顿涅茨克地区多次击退俄军攻势</p><p>据路透社15日援引乌武装部队总参谋部的消息报道，俄军对顿涅茨克地区东部的几个城镇发动了猛烈炮击并试图推进，乌军击退了数次攻势，赫尔松地区也遭到了俄军炮击。此外，乌军当地时间14日打击了赫尔松地区的安东诺夫斯基大桥以确保该设施无法通行。</p><p>3、一艘运往非洲的人道主义粮食运输船将从乌克兰港口启程</p><p>据路透社14日援引一名联合国官员的说法报道，未来几天内，一艘由联合国租用、载有2.3万多吨小麦的运粮船将从乌克兰皮夫登尼(尤日内)港起航，驶向非洲国家埃塞俄比亚。报道称，这将是自俄乌冲突爆发以来，在黑海港口<a href=\"https://laohu8.com/S/000061\">农产品</a>外运协议下，第一批运往非洲的人道主义粮食援助货物。</p><p>公司新闻</p><p>1、<a href=\"https://laohu8.com/NW/2259024061\" target=\"_blank\">高瓴HHLR二季度持续看好中国资产：“抄底”阿里拼多多加仓新能源</a></p><p>北京时间8月16日，美国证券交易委员会（SEC）网站显示，高瓴旗下HHLR Advisors公布了反映最新美股持仓数据的13F表格。</p><p>截至二季度末，HHLR在美股市场持有64只股票，总市值规模为47亿美元，与上季度基本持平。其中，HHLR在二季度继续加大了对中国资产的集中配置、重仓投资，不但进一步增持部分重仓中概股，还重新建仓买入了两家中概电商巨头<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>和拼多多。</p><p>2、<a href=\"https://laohu8.com/NW/1143140803\" target=\"_blank\">二季度伯克希尔大举加仓西方石油，增持苹果、清仓Verizon</a></p><p>周一盘后，股神巴菲特执掌的伯克希尔压轴披露13F表，除了增持苹果、<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>、西方石油等外界已经知晓的操作，股神在二季度还清仓了通讯运营商<a href=\"https://laohu8.com/S/VZ\">威瑞森</a>和药品特许投资商Royalty Pharma，同时Ally金融受到格外亲睐，增仓比例达到234%。</p><p>3、<a href=\"https://laohu8.com/NW/1156794514\" target=\"_blank\">高盛二季度增持阿里和美债ETF，减持苹果、谷歌及Meta</a></p><p>8月15日周一，高盛递交的13F报告显示，高盛二季度增持<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>ADR、必需消费品精选行业SPDR基金、<a href=\"https://laohu8.com/S/EGRW\">iShares</a>安硕MSCI新兴市场ETF、Pinterest等2337只股票或基金。减持苹果、景顺QQQ信托系列1、<a href=\"https://laohu8.com/S/EMDI\">iShares</a>安硕罗素2000 ETF、<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>、Meta、<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>等2229只股票或ETF。重仓股票或基金包括SPDR<a href=\"https://laohu8.com/S/CSPX.UK\">标普500 ETF</a>信托、苹果、微软、<a href=\"https://laohu8.com/S/EMEY\">iShares</a>安硕罗素2000 ETF、以及亚马逊。</p><p>4、元宇宙概念股Unity回绝竞品并购提案</p><p>2D和3D游戏引擎开发商Unity周一宣布，已经拒绝了竞争对手AppLovin提出的纯股票合并提案，并将推进广告技术平台IronSource价值44亿美元的收购案。Unity同时宣布，在收购完成后将展开价值25亿美元的回购，同时股东银湖资本和红杉资本已经同意在交易完成后认购公司10亿美元可转债。截至收盘，Unity周一收跌7.13%，AppLovin跌7.63%。</p><p>5、<a href=\"https://laohu8.com/NW/2259035026\" target=\"_blank\">“大空头”几乎抛空所有美股持仓 仅留一只监狱概念股</a></p><p>根据“大空头原型”迈克尔·贝瑞旗下基金披露的13F表，他在今年二季度末抛掉了此前持有的所有11只个股，包括Alphabet、Meta平台等，仅仅建仓跨国私人监狱和精神卫生设施运营商GEO集团。受此消息影响，GEO集团周一收涨10.63%。</p><p>6、<a href=\"https://laohu8.com/NW/2259571028\" target=\"_blank\">苹果公司据传将扩大自营广告投放范围</a></p><p>据媒体周一报道，苹果公司正把广告业务视为经济衰退环境下的增长抓手，苹果地图、图书和播客应用都有可能是拓展营收的方向，而流媒体业务TV+也有可能效仿<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>、<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>等同行推出广告分层订阅。</p><p>7、<a href=\"https://laohu8.com/NW/1141036610\" target=\"_blank\">对冲基金买入近10亿美元迪士尼股票并施压管理层</a></p><p>对冲基金三点管理周一披露持有近10亿美元的迪士尼股票，并宣布将推动公司展开一系列转型，例如剥离体育频道ESPN、回购股票和增加新的董事会成员等。需要说明的是，三点管理今年早些时候曾因加息担忧抛出过公司股票。</p><p>8、消息称<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>与派拉蒙达成合作协议</p><p>据媒体援引知情人士报道，零售巨头沃尔玛已经与派拉蒙公司达成协议，将向超市的订阅会员提供派拉蒙+流媒体服务，这也被视为其与亚马逊竞争的最新赛道。据悉，派拉蒙将向沃尔玛会员提供附带广告的流媒体服务，官网售价为4.99美元/月。根据日程，沃尔玛将在周二盘前发布最新财报。</p><p>9、FTC诉Meta平台VR领域收购案将于12月开庭</p><p>加州地区地方法院周一裁定，美国联邦贸易委员会阻止Meta平台收购VR软件开发商Within Unlimited的听证会将在12月20日开始，连续七天。这一起案件颇为特殊的是，Meta在过去十年里收购了上百家公司，而Within Unlimited只是VR产业中一家市值很小的公司，一般来说此类收购并不会遭到联邦政府的反对。</p><p>9、<a href=\"https://laohu8.com/NW/2259775049\" target=\"_blank\">大砍王牌业务！传富国银行拟缩减抵押贷款业务</a></p><p>据报道，富国银行正计划大幅缩减其抵押贷款业务的规模，该行新管理层不再承诺继续盘踞美国按揭贷款市场的第一把交椅，并准备从该领域撤退，撤退战略可能会从该行与外部抵押贷款公司的业务联系开始。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"BK4558":"双十一","DUG":"二倍做空石油与天然气ETF(ProShares)","PDD":"拼多多","SCO":"二倍做空彭博原油指数ETF","BK4503":"景林资产持仓",".DJI":"道琼斯","BK4570":"地缘局势概念股","DWT":"三倍做空原油ETN","BK4122":"互联网与直销零售","BK4553":"喜马拉雅资本持仓",".IXIC":"NASDAQ Composite","BK4531":"中概回港概念","BK4526":"热门中概股","USO":"美国原油ETF","BK4505":"高瓴资本持仓",".SPX":"S&P 500 Index","UCO":"二倍做多彭博原油ETF","BK4504":"桥水持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129383304","content_text":"摘要：①隔夜美股收高，纳指涨0.62%；②美油跌破90美元大关，创一周新低；③高瓴HHLR“抄底”阿里拼多多，加仓新能源；④“大空头”原型出手，几乎将所持股票抛光。海外市场1、周线“四连阳”节奏延续美股集体收涨纳指涨0.62%美股周一小幅收高。市场继续关注全球经济衰退风险，并等待美国零售巨头财报以及7月零售销售数据。截至收盘，道琼斯指数涨0.45%，纳斯达克综合指数涨0.62%，标普500指数涨0.40%。大型科技股延续上涨步伐，其中苹果涨0.63%、特斯拉涨3.10%、亚马逊跌0.26%、谷歌A涨0.33%、微软涨0.53%。2、热门中概股多数上涨 智富融资涨超115%热门中概股多数收涨，纳斯达克中国金龙指数涨0.78%，智富融资涨超115%，斗鱼涨近9%，虎牙涨近5%，拼多多涨超4%，爱奇艺涨超3%，小鹏汽车跌超3%。3、欧股收盘普涨德国DAX30指数涨0.15%欧股周一收盘普涨，德国DAX指数涨0.15%，法国CAC40指数涨0.25%，英国富时100指数涨0.15%，欧洲斯托克50指数涨0.3%。4、美国WTI原油期货收跌2.9%跌破90美元 创一周新低纽约商品交易所9月交割的西德州中质原油（WTI）期货价格收跌2.68美元，跌幅为2.91%，报收于89.41美元。全球经济衰退的风险令原油需求前景受到压力，而沙特增加产量的可能性，以及伊朗可能重新向全球市场供应原油的潜在可能，均令原油价格承压。5、纽约黄金期货周一收盘跌破1800美元关口 创一周新低纽约商品交易所12月交割的黄金期货价格周一下跌17.40美元，跌幅为1%，收于每盎司1798.10美元。按照最活跃合约计算，周一黄金期货价格创8月5日以来的最低收盘价。国际宏观1、中国美债持仓六月减少130亿美元 为连续第七个月下降当地时间周一，美国财政部发布截至今年6月的国际资本流动报告，数据显示中国的美债持仓延续此前的减持节奏。根据最新数据，中国的美债持仓在今年6月下降至9678亿美元，环比下降130亿美元，为连续第七个月下降。而在今年5月，中国的美债持仓自2010年5月以来首度跌破万亿美元关口。2、美联储7月份会议纪要即将公布 9月份加息50个基点可能性较大美联储预计于北京时间8月18日公布7月份货币政策会议纪要。市场也希望能够在其中找到政策风向线索，一窥9月份的加息路径。2022年以来，为遏制美国高企的通胀，美联储已经连续4次加息，6月份至7月份连续2次加息75个基点，累计达150个基点，创1980年以来最大幅度。从当前经济指标来看，9月份缩减加息幅度至50个基点的概率稍大。3、比美联储更乐观！市场已经开始押注通胀见顶了衍生品市场的普遍押注预测，未来12个月美国通胀率将降至3.3%左右，这和去年8月时的预测相当。但有分析认为，投资者正在犯和去年同样的错误，时间将证明一切。和美联储相比，当前一些投资者对通胀的态度更为乐观。上周公布的美国通胀数据有所缓和，这些数据令一些投资者感到安慰，他们进一步倾向于押注通胀正在达到顶峰。4、全球电子商务收入或将首次出现萎缩媒体数字市场展望最新预测下调了2022年全球电子商务收入预估。受供应链问题和通胀影响，全球电子商务收入预计将在2022年同比首次萎缩，较2021年下降2.5%。全球电子商务行业在最终重回正轨之前需要克服普遍预期的全球经济衰退和随之而来的失业率上升这两个重大障碍。5、美国住宅建筑商信心指数创2007年楼市崩盘以来最长连降一项衡量美国住宅建筑商信心的指标连续第八个月下滑，创下2007年住房市场崩盘以来的最长连降。根据全国住宅建筑商协会（NAHB）/富国银行周一公布的数据，美国8月份住宅建筑商信心指数下降6点至49，比调查的经济学家中最悲观预期还低，自2020年5月以来首次跌破50这一荣枯分水岭。俄乌局势1、俄称乌军炮击扎波罗热核电站附近地区致平民死亡 乌方否认据俄国防部当地时间14日通报，过去24小时内，俄军打击了多个乌军指挥点，并完全控制了哈尔科夫地区的乌德定居点。分别位于顿涅茨克地区和赫尔松地区的两个乌军机械化旅也遭到俄空天军打击。据俄罗斯媒体报道，当地时间14日，扎波罗热地区的埃涅尔戈达尔市遭乌军两次炮击，造成1名平民死亡，扎波罗热核电站附近的草地也因炮击起火。乌方当地官员否认了俄方说法，称当天是俄军开火造成人员伤亡。2、乌称在顿涅茨克地区多次击退俄军攻势据路透社15日援引乌武装部队总参谋部的消息报道，俄军对顿涅茨克地区东部的几个城镇发动了猛烈炮击并试图推进，乌军击退了数次攻势，赫尔松地区也遭到了俄军炮击。此外，乌军当地时间14日打击了赫尔松地区的安东诺夫斯基大桥以确保该设施无法通行。3、一艘运往非洲的人道主义粮食运输船将从乌克兰港口启程据路透社14日援引一名联合国官员的说法报道，未来几天内，一艘由联合国租用、载有2.3万多吨小麦的运粮船将从乌克兰皮夫登尼(尤日内)港起航，驶向非洲国家埃塞俄比亚。报道称，这将是自俄乌冲突爆发以来，在黑海港口农产品外运协议下，第一批运往非洲的人道主义粮食援助货物。公司新闻1、高瓴HHLR二季度持续看好中国资产：“抄底”阿里拼多多加仓新能源北京时间8月16日，美国证券交易委员会（SEC）网站显示，高瓴旗下HHLR Advisors公布了反映最新美股持仓数据的13F表格。截至二季度末，HHLR在美股市场持有64只股票，总市值规模为47亿美元，与上季度基本持平。其中，HHLR在二季度继续加大了对中国资产的集中配置、重仓投资，不但进一步增持部分重仓中概股，还重新建仓买入了两家中概电商巨头阿里巴巴和拼多多。2、二季度伯克希尔大举加仓西方石油，增持苹果、清仓Verizon周一盘后，股神巴菲特执掌的伯克希尔压轴披露13F表，除了增持苹果、雪佛龙、西方石油等外界已经知晓的操作，股神在二季度还清仓了通讯运营商威瑞森和药品特许投资商Royalty Pharma，同时Ally金融受到格外亲睐，增仓比例达到234%。3、高盛二季度增持阿里和美债ETF，减持苹果、谷歌及Meta8月15日周一，高盛递交的13F报告显示，高盛二季度增持阿里巴巴ADR、必需消费品精选行业SPDR基金、iShares安硕MSCI新兴市场ETF、Pinterest等2337只股票或基金。减持苹果、景顺QQQ信托系列1、iShares安硕罗素2000 ETF、谷歌A、Meta、奈飞等2229只股票或ETF。重仓股票或基金包括SPDR标普500 ETF信托、苹果、微软、iShares安硕罗素2000 ETF、以及亚马逊。4、元宇宙概念股Unity回绝竞品并购提案2D和3D游戏引擎开发商Unity周一宣布，已经拒绝了竞争对手AppLovin提出的纯股票合并提案，并将推进广告技术平台IronSource价值44亿美元的收购案。Unity同时宣布，在收购完成后将展开价值25亿美元的回购，同时股东银湖资本和红杉资本已经同意在交易完成后认购公司10亿美元可转债。截至收盘，Unity周一收跌7.13%，AppLovin跌7.63%。5、“大空头”几乎抛空所有美股持仓 仅留一只监狱概念股根据“大空头原型”迈克尔·贝瑞旗下基金披露的13F表，他在今年二季度末抛掉了此前持有的所有11只个股，包括Alphabet、Meta平台等，仅仅建仓跨国私人监狱和精神卫生设施运营商GEO集团。受此消息影响，GEO集团周一收涨10.63%。6、苹果公司据传将扩大自营广告投放范围据媒体周一报道，苹果公司正把广告业务视为经济衰退环境下的增长抓手，苹果地图、图书和播客应用都有可能是拓展营收的方向，而流媒体业务TV+也有可能效仿奈飞、迪士尼等同行推出广告分层订阅。7、对冲基金买入近10亿美元迪士尼股票并施压管理层对冲基金三点管理周一披露持有近10亿美元的迪士尼股票，并宣布将推动公司展开一系列转型，例如剥离体育频道ESPN、回购股票和增加新的董事会成员等。需要说明的是，三点管理今年早些时候曾因加息担忧抛出过公司股票。8、消息称沃尔玛与派拉蒙达成合作协议据媒体援引知情人士报道，零售巨头沃尔玛已经与派拉蒙公司达成协议，将向超市的订阅会员提供派拉蒙+流媒体服务，这也被视为其与亚马逊竞争的最新赛道。据悉，派拉蒙将向沃尔玛会员提供附带广告的流媒体服务，官网售价为4.99美元/月。根据日程，沃尔玛将在周二盘前发布最新财报。9、FTC诉Meta平台VR领域收购案将于12月开庭加州地区地方法院周一裁定，美国联邦贸易委员会阻止Meta平台收购VR软件开发商Within Unlimited的听证会将在12月20日开始，连续七天。这一起案件颇为特殊的是，Meta在过去十年里收购了上百家公司，而Within 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