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kenny99
2021-08-16
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kenny99
2021-08-01
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kenny99
2021-07-31
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kenny99
2021-07-30
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kenny99
2021-07-29
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kenny99
2021-07-28
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kenny99
2021-07-26
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kenny99
2021-07-25
$Naked Brand Group Inc(NAKD)$
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kenny99
2021-07-25
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kenny99
2021-07-21
$UTime Limited(UTME)$
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kenny99
2021-07-18
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kenny99
2021-07-18
$Alzamend Neuro, Inc(ALZN)$
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kenny99
2021-07-17
........
kenny99
2021-07-15
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kenny99
2021-07-12
。。…。 。
kenny99
2021-07-11
$UTime Limited(UTME)$
..........
kenny99
2021-07-10
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kenny99
2021-07-09
$Naked Brand Group Inc(NAKD)$
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kenny99
2021-06-17
Omg....
部分WSB概念股下行,AMC院线跌超10%
kenny99
2021-05-31
Good.....
近年来最高中签机会来了!明日申购别错过
Go to Tiger App to see more news
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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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href=\"https://laohu8.com/S/AMC\">AMC院线</a>跌超10%,<a href=\"https://laohu8.com/S/BBRY\">黑莓</a>跌超8%,<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>、<a href=\"https://laohu8.com/S/WISH\">ContextLogic</a>跌超4%。</p>\n<p><img src=\"https://static.tigerbbs.com/dbeb078de2de6d1611ad66c88cca74b4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"BB":"黑莓","AMC":"AMC院线","GME":"游戏驿站"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146756294","content_text":"6月16日,部分WSB概念股下行,AMC院线跌超10%,黑莓跌超8%,游戏驿站、ContextLogic跌超4%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":110004028,"gmtCreate":1622414960564,"gmtModify":1704183849856,"author":{"id":"3578658150624238","authorId":"3578658150624238","name":"kenny99","avatar":"https://static.tigerbbs.com/6335d29acdf61e3f42c597790dfb7d8c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578658150624238","idStr":"3578658150624238"},"themes":[],"htmlText":"Good.....","listText":"Good.....","text":"Good.....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/110004028","repostId":"1138416708","repostType":4,"repost":{"id":"1138416708","kind":"news","pubTimestamp":1622372818,"share":"https://ttm.financial/m/news/1138416708?lang=&edition=fundamental","pubTime":"2021-05-30 19:06","market":"sh","language":"zh","title":"近年来最高中签机会来了!明日申购别错过","url":"https://stock-news.laohu8.com/highlight/detail?id=1138416708","media":"上海证券报","summary":"据目前安排,若无变化,未来一周(5月31日至6月4日)将有9只新股可申购,包括科创板新股4只,以及2只创业板新股、3只沪市主板新股。\n其中,计划周一申购的三峡能源,网上申购上限高达257.1万股,即顶","content":"<div>\n<p>据目前安排,若无变化,未来一周(5月31日至6月4日)将有9只新股可申购,包括科创板新股4只,以及2只创业板新股、3只沪市主板新股。\n其中,计划周一申购的三峡能源,网上申购上限高达257.1万股,即顶格申购需2571万元沪市市值。自2010年7月上市的农业银行(网上申购上限1000万股)后,三峡能源的申购上限位列所有新股之首。一般网上申购上限越高,则新股中签率也越高,中签机会越大。因此,三峡能源...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/NgHvP0qZMyuOuaWK_vz-jg\">Web Link</a>\n\n</div>\n","source":"shzqb","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>近年来最高中签机会来了!明日申购别错过</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近年来最高中签机会来了!明日申购别错过\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-30 19:06 北京时间 <a href=https://mp.weixin.qq.com/s/NgHvP0qZMyuOuaWK_vz-jg><strong>上海证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据目前安排,若无变化,未来一周(5月31日至6月4日)将有9只新股可申购,包括科创板新股4只,以及2只创业板新股、3只沪市主板新股。\n其中,计划周一申购的三峡能源,网上申购上限高达257.1万股,即顶格申购需2571万元沪市市值。自2010年7月上市的农业银行(网上申购上限1000万股)后,三峡能源的申购上限位列所有新股之首。一般网上申购上限越高,则新股中签率也越高,中签机会越大。因此,三峡能源...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/NgHvP0qZMyuOuaWK_vz-jg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b69e234a63c2c0a69ccede7b0faaa18","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/NgHvP0qZMyuOuaWK_vz-jg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138416708","content_text":"据目前安排,若无变化,未来一周(5月31日至6月4日)将有9只新股可申购,包括科创板新股4只,以及2只创业板新股、3只沪市主板新股。\n其中,计划周一申购的三峡能源,网上申购上限高达257.1万股,即顶格申购需2571万元沪市市值。自2010年7月上市的农业银行(网上申购上限1000万股)后,三峡能源的申购上限位列所有新股之首。一般网上申购上限越高,则新股中签率也越高,中签机会越大。因此,三峡能源有望为参与打新的投资者创造近年来的最高中签机会!\n在下周的新股中,还有4只仅需不到10万元市值便可顶格打新,它们分别是绿田机械、博力威、科汇股份、爱威科技。\n下周新股情况表:\n\n数据来源:Wind\n三峡能源中签机会大\n下周新股中,最值得关注的是周一申购的三峡能源,公司主营业务为风能、太阳能的开发、投资和运营,属于近期市场热度较高的清洁能源板块。\n招股书显示,截至2020年9月30日,公司控股的发电项目装机容量为1189.8万千瓦,业务覆盖全国30个省、自治区、直辖市。公司总资产已超过1500亿元(今年一季报),可谓是清洁能源领域的巨无霸。\n一般而言,网上申购上限越高,新股中签率也越高。三峡能源的申购上限高达257.1万股,是2016年新股发行制度改革以来网上申购数量上限最高的新股。因此,三峡能源将成为近几年最容易中签的新股。\n\n2020年以来网上发行申购上限较高的新股(数据来源:东方财富Choice数据)\n东方财富Choice数据显示,截至今年5月29日,自2020年以来发行的新股中,共有27只新股的网上申购上限超过5万股,这些股票网上申购的平均中签率达0.15%,而2020以来所有新股整体的平均中签率仅0.03%。\n即使按0.15%的平均中签率推算,三峡能源顶格申购(2571个号)后的中签概率将达385.65%。也就是申购股数约为顶格申购的四分之一时,就基本可以中签。但考虑到三峡能源的实际中签率或许将明显高于0.15%,因此确保中签的实际申购股数可能比上述预测数还要低不少。\n来源:三峡能源招股书\n招股书显示,三峡能源2017年至2020年(1-9月)的营业收入分别为67.81亿元、73.83亿元、89.57亿元和80.98亿元,营业收入呈上升趋势。上述报告期内,三峡能源的净利润分别为25.59亿元、28.28亿元、30.51亿元、30.22亿元,亦呈上升之势。\n从三峡能源的业务结构看,报告期内,公司的业务结构较为稳定。其中,风力发电是公司的主要营收来源,占比在60%以上,光伏发电是第二大业务, 2020年前三季度,这块业务的占比持续提升,接近38%。\n国信证券发布研报称,三峡能源是我国“碳中和”赛道的领先企业,拥有丰富的风光资源和雄厚的资本支持。公司战略清晰积极、管理体系成熟、新能源业务布局优良,在开发市场具有显著的竞争优势,是三峡集团除水电业务外的第二成长曲线的主要载体。目前,新能源发电行业正处于平价高速发展阶段,在碳中和引领下具有30年持续增长的确定性前景,首次覆盖给予“买入” 评级。\n电动自行车龙头企业将上市\n此外,周四申购的爱玛科技是电动自行车龙头企业。公司通过对“爱玛”品牌的塑造与推广、供应链的整合以及营销网络的管理,在全国建立了较为系统全面的营销网络。\n招股书显示,公司2018年、2019年和2020年净利润分别为4.28亿元、5.22亿元和5.99亿元。\n自成立以来,爱玛电动车以高质量、时尚的品牌形象深入人心。行业竞争者除雅迪控股外,其余均与公司实力差距较大。截至2020年末,公司共有经销商超过2000家。\n新股一览\n周一\n三峡能源:\n公司的主营业务为风能、太阳能的开发、投资和运营。近年来积极发展陆上风电、光伏发电,大力开发海上风电,稳健发展中小水电业务,探索推进光热、增量配网、燃气分布式能源、风电制氢等新业务。\n绿田机械:\n公司主营业务为通用动力机械产品(主要包括发电机组、水泵机组、发动机)和高压清洗机的研发、生产和销售。\n周二\n博力威:\n公司是一家以锂离子电池研发、制造和销售为基础的高科技企业,是“中国锂电池出口前20强企业”和“中国电池百强企业”。\n周三\n科汇股份:\n公司致力于电气自动化新技术、工业物联网技术的研发与产业化,主营产品分为智能电网故障监测与自动化、开关磁阻电机驱动系统等两大板块。\n德迈仕:\n公司是一家以研发、生产和销售精密轴及精密切削件为主业的高新科技企业。公司主要产品为汽车视窗系统、汽车动力系统和汽车车身及底盘系统等汽车精密零部件。\n周四\n爱威科技:\n公司是一家主业为医疗临床检验分析仪器及配套体外诊断试剂、医用耗材的研发、生产、销售和服务一体化的高新技术企业。\n东威科技:\n公司主要从事高端精密电镀设备及其配套设备的研发、设计、生产及销售,主要产品包括应用于 PCB 电镀领域的垂直连续电镀设备、水平式表面处理设备,以及应用于通用五金电镀领域的龙门式电镀设备、滚镀类设备。\n爱玛科技:\n公司主要产品为电动自行车、电动轻便摩托车、电动摩托车。\n周五\n可靠股份:\n公司专注于一次性卫生用品的设计、研发、生产和销售,公司主要产品包括婴儿护理用品、成人失禁用品和宠物卫生用品及医用口罩。","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":101774897,"gmtCreate":1619953177319,"gmtModify":1704336733804,"author":{"id":"3578658150624238","authorId":"3578658150624238","name":"kenny99","avatar":"https://static.tigerbbs.com/6335d29acdf61e3f42c597790dfb7d8c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578658150624238","authorIdStr":"3578658150624238"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/101774897","repostId":"1148324867","repostType":4,"repost":{"id":"1148324867","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619915827,"share":"https://ttm.financial/m/news/1148324867?lang=&edition=fundamental","pubTime":"2021-05-02 08:37","market":"us","language":"zh","title":"一文看懂巴菲特股东大会八大亮点","url":"https://stock-news.laohu8.com/highlight/detail?id=1148324867","media":"老虎资讯综合","summary":"美国东部时间5月1日,伯克希尔·哈撒韦公司(Berkshire Hathaway) 2021 股东大会在美国洛杉矶如期举行,今年,90岁高龄的巴菲特专程飞赴加州,与合作了60年的97岁老搭档芒格“合体","content":"<p>美国东部时间5月1日,伯克希尔·哈撒韦公司(Berkshire Hathaway) 2021 股东大会在美国洛杉矶如期举行,今年,90岁高龄的巴菲特专程飞赴加州,与合作了60年的97岁老搭档芒格“合体”,年度股东大会的地点首次在奥马哈以外的地方举行。被外界普遍视为巴菲特接班人的两名副董事长:伯克希尔保险业务负责Ajit Jain和非保险业务负责人Greg Abel一同出席股东大会。</p><p>巴菲特和芒格在会上分享了对通胀、对加息的精彩看法,同时回答了为何减持苹果、如何看到比特币/SPAC热潮等大家关注的问题。</p><p><a href=\"https://laohu8.com/RN?name=RNLive&rndata=%7B%22liveId%22:%2216193212265363%22%7D\" target=\"_blank\"><b>巴菲特股东大会视频回放</b></a><b></b></p><p><a href=\"https://laohu8.com/NW/2132581598\" target=\"_blank\"><b>4万字回顾:巴菲特股东大会完整实录</b></a></p><p><a href=\"https://laohu8.com/NW/1149032296\" target=\"_blank\">在股东大会之前,伯克希尔发布了今年一季报:</a></p><p>当季运营利润70.2亿美元,较去年同期增长20%,比疫情暴发前、也就是2019年的55.6亿美元高出了26%以上。在计入其所投资盈利后,公司一季度净收益117.11亿美元(相当于750多亿人民币)。</p><p>此外,伯克希尔公布其最新的四大持仓,共占其投资组合比重为69%。截至3月底,苹果仍然是伯克希尔哈撒韦投资组合中最大的单一持股,价值超过1100亿美元。其他持仓量最大的依次是美国运通,美国银行和可口可乐。截至2021年3月31日,伯克希尔哈撒韦前4大持仓为:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf48c4da2d8f481e929414b915d7198c\" tg-width=\"1080\" tg-height=\"548\" referrerpolicy=\"no-referrer\"><span>来源伯克希尔财报</span></p><p>下面是老虎证券总结本次股东大会8大亮点:</p><h3>1、世界发生剧烈变化,巴菲特建议<b>投资指数基金,芒格建议买伯克希尔</b></h3><p>在演讲开始时,巴菲特列出了截止2021年3月31日的全球20个市值最大上市企业,前六个公司中有5家是美国公司,包括苹果、微软、亚马逊,谷歌和Facebook,第二名是当地政府控股的沙特阿美。巴菲特认为这说明美国环境利好。</p><p>(小编特别指出:当前全球20大市值公司中有4家中国公司哦!他们是腾讯、阿里、台积电和茅台。)<img src=\"https://static.tigerbbs.com/a59650a605b81203846ab0ef0496a40c\" tg-width=\"2692\" tg-height=\"1728\" referrerpolicy=\"no-referrer\">巴菲特说,短短30年内,最高市值公司的市值从1040亿美元增长到2.05万亿美元。市值变化一定程度反映了一些通胀,但这期间其实并不是高通胀时期。你可以看到30年里,世界变化极大。但如果你的股票持仓足够多元化,那就会表现很好,当然我个人更喜欢美国公司。</p><p>30年前的全球20大市值排名中众多的是日本公司。巴菲特说道,1989年排名前20的公司没有一家出现在今天的榜单上。<b>选择伟大的公司比仅仅选择一个有前途的行业要复杂得多。选股要比找出未来什么会成为一个好行业重要得多。</b></p><p>如果你喜欢挑选个股来投资的话,很难确保你能挑选到很多年后还顽强存活的公司。例如,1903年我爸爸出生时,是汽车改变了美国,曾经至少有2000家跟汽车相关的公司,而到了2009年,仅有三家汽车制造商幸存,其中两家破产。这是汽车业在金融领域里发生的变化,变化是巨大的。<img src=\"https://static.tigerbbs.com/a8e8226fce982f3cc41ad3492573102c\" tg-width=\"2660\" tg-height=\"1708\" referrerpolicy=\"no-referrer\">在关于投资指数基金的问题中,<b>芒格认为,对长期投资者来说,是长期持股还是持股多元化,持有伯克希尔等于持股多元化。</b>巴菲特随即打趣称,我一直以来都有推荐SP500指数基金,当然90%的情况下,你买国债或者标普比较安心,我也建议。我当然更喜欢伯克希尔,伯克希尔是很好的可以持有的个股,如果您对股市不了解,那就买标普500指数基金。</p><h3>2、<b>卖出苹果股票可能是个错误</b></h3><p>在被问及为什么2020年减持了部分苹果,而不是继续买入。</p><p>巴菲特承认:去年出售其一小部分苹果股票是个错误决定。2020年第四季度,伯克希尔将其所持有的苹果股份减少了3.7%,至约9.44亿股。根据刚发布的第一季度财报显示,苹果仍是伯克希尔组合中最大的单一股权,价值接近1100亿美元。</p><p>巴菲特回答,我们对于苹果5.3%的持股率已经是很高的市场安全水平,而且持有的市值已经远远超过其他股票。苹果是一个非凡的公司,他们有优秀的管理层,他们的产品在全球范围也有忠实的粉丝,苹果的品牌和产品都非常杰出,利润率也非常高。同时手机在所有年轻人生活中都是必不可少的必备品。 查理你觉得我们去年卖了股票是错误的,是吧?</p><p>芒格:确实错了。你看有些时候你必须可能还得在查理的眼皮底下偷偷做一些操作,但是现在看来是做错了。</p><p>巴菲特:去年伯克希尔出售了部分苹果股票,但由于回购了自家股票,令股东所持有的苹果比例不降反升。库克是我们见过最棒的公司管理人,产品广受欢迎且利润率高。</p><h3>3、巴菲特拒评比特币,芒格称“与文明利益背道而驰”</h3><p>被问及在加密货币已超过了2万亿的估值,你们仍然觉得这个是一个无价值的黄金吗?</p><p>巴菲特拒绝回答,他戏言,为什么政治家可以躲避这个问题,我是不是也行?他表示与芒格都不持有比特币,现在数千万看直播的人持有比特币,不要问两个不持有的人,不想让大家不高兴。</p><p>但巴菲特的拍档芒格则很直接地称憎恨比特币的成功。他说,这些了解我的人,现在在我面前使劲摇旗,叫我不要回答。但我我憎恨比特币的成功,我不喜欢这种虚拟货币来绑架我们现有的货币系统。比特币就好像一种“凭空创造的金融产品而已”,我不满意这一点,我认为这一点“与文明利益背道而驰”。</p><p>巴菲特过去曾宣称比特币毫无价值,他不能对比特币估值,因为他觉得比特币不是一种能产生价值的资产,是一种幻觉。在巴菲特看来,认为比特币具有巨大内在价值的想法是一个笑话,也是一个幻觉,当新投资者停止进入,那么比特币的繁荣就将结束。</p><h3>4、航空业有很大复苏,但不会买回航空股</h3><p>2020年疫情期间,伯克希尔抛售了总计数十亿美元的航空股,是亏损割肉的。随着后疫情时代到来,航空股价开启涨势,有人戏言股神割肉割在地板上。</p><p>但巴菲特认为他的行为没有任何问题,美国政府在疫情爆发后给航空公司提供帮助。事实上,伯克希尔已经不是航空公司业的大股东,也正因为抛售,政府才可能更容易接受援助这个行业。<img src=\"https://static.tigerbbs.com/be4c4bc0b6f968367e332f3c06df6e68\" tg-width=\"1286\" tg-height=\"1122\" referrerpolicy=\"no-referrer\">关于清仓航空股,巴菲特回应道,那时候整个经济停滞情况,救不了。后来通过美联储以及国会在财政方面的行动,航空业现在有了很大的复苏,但是还是不想把这个股票给买回来,我们知道短期内航空业回不来的,因为现在很多人想国际旅行,但是去不了。</p><p>巴菲特表示,“一个实际销售额不到1000亿美元的行业亏损了很多钱,他们失去了潜在的盈利能力。”巴菲特说道,“我认为航空业务因为我们的抛售变得更好了,我希望他们一切都好,但我仍然不想购买航空业务。”</p><p>巴菲特还表示,伯克希尔依然通过其他企业持有很大的航空公司风险敞口。目前持有约19%的<a href=\"https://laohu8.com/S/AXP\">美国运通</a>,对服务航空业的公司精密机件(Precision Cast Parts)还有持股。他希望四大美国航空公司经营良好,认为这些管理层已经在疫情期间做了出色的工作。</p><p>其实,巴菲特在股东大会上也说,<b>更喜“轻资产,重回报”的公司</b>,比如Facebook、谷歌都很好。但航空股显然是非常重资产的模式,而疫情之下,超额负债,显然不符合巴菲特的投资逻辑。巴菲特曾经说过,所有航空公司的整体经营规模比不上一个苹果公司,所以它们不会跻身伯克希尔的前十五大投资。</p><h3>5、只要钱到位,就为<b>马斯克去火星殖民承保</b></h3><p>当被问及是否愿意成为马斯克旗下SpaceX的火星殖民计划的保险公司时,巴菲特回答:“这个问题很简单,只要看给多少保费就好了。如果保费高,当然是愿意的,当然也要看马斯克的意愿。”。</p><p>而伯克希尔保险业务副董事Ajit表示:“我很小心,他(马斯克)真的很有冒险精神。”<img src=\"https://static.tigerbbs.com/1a31371cc808acb7db80476531916787\" tg-width=\"600\" tg-height=\"338\" referrerpolicy=\"no-referrer\">马斯克此前称伯克希尔对德州投资90亿用于能源建设是错误的,应该用电池来储能。对此,伯克希尔非保险业务副董事长Abel回应称:”今年在德州发生了很多不幸的事件,很多人丧失生命,也造成了800至1300亿美元的经济损失。而电力行业的表现是令人失望的,没有满足人们的需求,并且造成了很大的能源成本。“</p><p>Abel表示,伯克希尔对BNE的投资和提议是基于德州人民的福祉,发展电力行业需要有效的保险政策,面临民众对电力的需求,应该提前部署,把提前4天部署再提前到7天。目前来讲,伯克希尔的考虑是最好的,也将持续讨论和评估下去。格雷格称:”我们的电力可以持续7天发电,而电池只能持续4个小时。“</p><p>巴菲特也补充道:对能源建设进行400亿美元投资是一个承诺,伯克希尔并没有因为有各种风险而不去承保。“公用事业最本质的目的是为极端情况做好准备,不能总是强调某种情况百年一遇,因为会有人在例外情况中失去性命。”</p><h3>6、SPAC是投机狂热的副产品</h3><p>巴菲特表示,SPAC按规定两年内必须花钱出去,如果利用别人的钱来赌博,自然表现好于伯克希尔。</p><p>但巴菲特称,我们会看很多的状况,也许这中间有一些私人的传奇公司,或者有比较好的公司和比较差的公司鱼龙混杂,可以做任何的销售,但是我觉得这是比较夸张的情况,这种等于是对市场赌博的情况。</p><p>芒格称,我不喜欢职业投资者骗人投资割韭菜,SPAC是一种“容易钱”(easy money),如果过度的话就会有很大问题,用来赌博的话是种羞耻行为。</p><h3>7、Robinhood加剧了市场的投机性</h3><p>被问及短线交易的时候,巴菲特称,Robinhood已经成为过去一年或一年半股市赌博属性中非常重要组成部分,他们声称免佣金,吸引了很多想要赌博的人,Robinhood这种软件没有违法但谈不上道德。赌徒押注的方式不是我尊重的方式,是在“向希望收税”。像Robinhood这样的交易应用最近为股市的“投机部分”做出了贡献,利用了个人投资者的投机倾向。</p><p>芒格则生气地表示,这种事情就是个严重错误。</p><p>短线交易人数的增加,也就是所谓的赌徒。当他们进行赌博的时候,觉得是像买彩票一样的。他们口袋里有很多现金开始行动,有时候也会得到很好的结果。然后他们买了这些股票,觉得非常有趣之后又赚钱了。这些赌徒在全世界都有的,而且他们的赌性非常强。在不同的一些情况之下,也领导到我们在进行投资的市场当中,这也是我们看到的一些事实。但是如果没有人跟你讲这样子的一些情况是不太好的话,你可能也不会发觉。</p><p>芒格:是的,用费用驱动的,而不是真正进行了良好地投资。这中间有一些费用相应的发展,所以才会发生活动。所以在某种层面之下,这种容易赚的钱,比如SPAC或其他的公司,或者得到更多的相应的费用,所以这中间会造成更多的问题,特别是对人类文明的市场当中,所以并没有更好的信用进行投资。</p><p>巴菲特:人类对于赌钱的事情有本质上的喜爱,是很多人觉得自己非常聪明。</p><h3>8、现在估值更多要跟利率挂钩</h3><p>有一个问题问道:现在这么多高估值的标的,特别是高科技企业,比如去年成长50%、100%甚至200%,一年取得了这样的成长,估值这么高,现在怎么去看投资?</p><p>巴菲特说,股票的价格有些时候还要跟利率去做一个比较,我昨天跟华尔街日报做一个访问的时候有一个资料,就是在星期四的时候,美国财政部发了一个长达四周的财政刺激的预案,他们发的国库券。就是关于国库券的拍卖,他们做了四周的国库券的拍卖,大概是收到的申请超过430亿,而且平均的国库券价格是100.000000,后面跟了六位数的0。大家拿到400亿的国库券,而且财政部收到的这个钱后面全是“0”。</p><p>当我们的财政部部长耶伦提到会有债务的经常性的费用,他们现在的利率支出其实是降低了8%,利率如果达到10%,如果在整个估值方面产生非常大的变化,产生的就是金钱和财富。因为出去没有在风险环境下经营,我们知道现在是短期的,所以这个现象非常有意思。</p><p>我长达25年的时间,都把保罗·萨缪尔森的书带在身边,都是解释关于经济基本面的。保罗·萨缪尔森是第一位诺贝尔经济学奖的得主,大概是在六十年代的时候是来自于美国的第一位经济学奖的得主。萨缪尔森森是非常棒的作家,文笔非常犀利以我带了1973年的《经济学》。那个时候经济写刚刚作为学科进入,亚当斯密也说过也写过经济学的理论,后来又有了很多经济学家涌现出来。萨米而森成为了他时代最有名的经济学家。</p><p>我完全没有找到有负利息的字眼,然后找零利率,他在零利率怎么讲的?他在亚当斯密学习了这个理论几百年后提到了几点,他说你可能短期内能接受负利率,但是永远不会发生,这是他在黑暗时期提出的理论。现在我们生活在目前的环境下面,利率在去年基本上接近于零,现在也差不了多少。发了四周的短期国库券,比如说我们有1000亿的国库券,当然真实数量是超过这个的。</p><p>在疫情之前,大概从中每年有10到15亿的收益。从现在的利率去出发,可能只有达到2000万。感觉只是最低收入从15分到20分的改变一样,我觉得这是设计的初衷。这也是为什么我们的联邦储备是以这样的方式去颁布政策,因为不管怎么样,他们都是希望利率越低越好。但是如果现在的利率,如果长期以来都觉得是适当的话。这些刚才提到的公司,对他们来说就是可以更好地去交付现金。</p><p>你如果在现在的利率上打折的话,股票的价格也会变得比较低,我们也需要知道从三十年的角度去看利率,现在的时期真的是非常特殊的。我们从来都没有看到现在这种财富运作的情况,尤其是根据货币政策和财政政策去做的调整,基本上利率是接近0%。但是在经济学上,我们必须要记得一点,你永远不可能只做一件事,必须预期接下来会发生什么呢?我们提到有大概85%的美国人都收到国家给他们刺激性的支票1400美金。一年前说大概说美国40%的人在银行里没有存款,但是一下子85%的人拿到1400,收到钱的人都感觉更好了。但是借钱的人肯定不是太好。</p><p>这样的政策让我们的商业更加繁荣,让大家的心态也变得更加快乐。但是我们看一下这样的成本在之后会不会带来其他后果?如果有的话,可能又要有很多其他措施推出出来。经济学的任何措施都会有后果的,这也是为什么像苹果、谷歌这样的公司,都是好的公司,尤其是资本利得上,在经营上不会有太多的资本,如果要找到这样债券话,我觉得是不可能的。</p><p>芒格:大家都已经完全了解,我们也希望能够推展现在的经济,在欧洲也是如此,在财年上面的一些政策都是有关的。很多人对数字已经麻木了,觉得万亿不是了不起的事。您讲到1400块好像不值多少钱,我们看看以后是怎样的计划。对于我跟查理曾经看到很多的电影,专业经济学家看到这样的轻型也觉得非常惊讶。我知道丘吉尔是非常保守的人,而且对很多事情的判断都是准确的。现在再讲到现在经济学家,他们对于很多事情都非常有信心。但是我们知道现在经济状况其实是更复杂了。</p><p>以上八大亮点之外,巴菲特在伯克希尔股东会回答了关于银行股、企业税等问题,同时,他强调轻资本高回报的业务模式是最好的!</p>","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n一文看懂巴菲特股东大会八大亮点\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-02 08:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美国东部时间5月1日,伯克希尔·哈撒韦公司(Berkshire Hathaway) 2021 股东大会在美国洛杉矶如期举行,今年,90岁高龄的巴菲特专程飞赴加州,与合作了60年的97岁老搭档芒格“合体”,年度股东大会的地点首次在奥马哈以外的地方举行。被外界普遍视为巴菲特接班人的两名副董事长:伯克希尔保险业务负责Ajit Jain和非保险业务负责人Greg Abel一同出席股东大会。</p><p>巴菲特和芒格在会上分享了对通胀、对加息的精彩看法,同时回答了为何减持苹果、如何看到比特币/SPAC热潮等大家关注的问题。</p><p><a href=\"https://laohu8.com/RN?name=RNLive&rndata=%7B%22liveId%22:%2216193212265363%22%7D\" target=\"_blank\"><b>巴菲特股东大会视频回放</b></a><b></b></p><p><a href=\"https://laohu8.com/NW/2132581598\" target=\"_blank\"><b>4万字回顾:巴菲特股东大会完整实录</b></a></p><p><a href=\"https://laohu8.com/NW/1149032296\" target=\"_blank\">在股东大会之前,伯克希尔发布了今年一季报:</a></p><p>当季运营利润70.2亿美元,较去年同期增长20%,比疫情暴发前、也就是2019年的55.6亿美元高出了26%以上。在计入其所投资盈利后,公司一季度净收益117.11亿美元(相当于750多亿人民币)。</p><p>此外,伯克希尔公布其最新的四大持仓,共占其投资组合比重为69%。截至3月底,苹果仍然是伯克希尔哈撒韦投资组合中最大的单一持股,价值超过1100亿美元。其他持仓量最大的依次是美国运通,美国银行和可口可乐。截至2021年3月31日,伯克希尔哈撒韦前4大持仓为:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf48c4da2d8f481e929414b915d7198c\" tg-width=\"1080\" tg-height=\"548\" referrerpolicy=\"no-referrer\"><span>来源伯克希尔财报</span></p><p>下面是老虎证券总结本次股东大会8大亮点:</p><h3>1、世界发生剧烈变化,巴菲特建议<b>投资指数基金,芒格建议买伯克希尔</b></h3><p>在演讲开始时,巴菲特列出了截止2021年3月31日的全球20个市值最大上市企业,前六个公司中有5家是美国公司,包括苹果、微软、亚马逊,谷歌和Facebook,第二名是当地政府控股的沙特阿美。巴菲特认为这说明美国环境利好。</p><p>(小编特别指出:当前全球20大市值公司中有4家中国公司哦!他们是腾讯、阿里、台积电和茅台。)<img src=\"https://static.tigerbbs.com/a59650a605b81203846ab0ef0496a40c\" tg-width=\"2692\" tg-height=\"1728\" referrerpolicy=\"no-referrer\">巴菲特说,短短30年内,最高市值公司的市值从1040亿美元增长到2.05万亿美元。市值变化一定程度反映了一些通胀,但这期间其实并不是高通胀时期。你可以看到30年里,世界变化极大。但如果你的股票持仓足够多元化,那就会表现很好,当然我个人更喜欢美国公司。</p><p>30年前的全球20大市值排名中众多的是日本公司。巴菲特说道,1989年排名前20的公司没有一家出现在今天的榜单上。<b>选择伟大的公司比仅仅选择一个有前途的行业要复杂得多。选股要比找出未来什么会成为一个好行业重要得多。</b></p><p>如果你喜欢挑选个股来投资的话,很难确保你能挑选到很多年后还顽强存活的公司。例如,1903年我爸爸出生时,是汽车改变了美国,曾经至少有2000家跟汽车相关的公司,而到了2009年,仅有三家汽车制造商幸存,其中两家破产。这是汽车业在金融领域里发生的变化,变化是巨大的。<img src=\"https://static.tigerbbs.com/a8e8226fce982f3cc41ad3492573102c\" tg-width=\"2660\" tg-height=\"1708\" referrerpolicy=\"no-referrer\">在关于投资指数基金的问题中,<b>芒格认为,对长期投资者来说,是长期持股还是持股多元化,持有伯克希尔等于持股多元化。</b>巴菲特随即打趣称,我一直以来都有推荐SP500指数基金,当然90%的情况下,你买国债或者标普比较安心,我也建议。我当然更喜欢伯克希尔,伯克希尔是很好的可以持有的个股,如果您对股市不了解,那就买标普500指数基金。</p><h3>2、<b>卖出苹果股票可能是个错误</b></h3><p>在被问及为什么2020年减持了部分苹果,而不是继续买入。</p><p>巴菲特承认:去年出售其一小部分苹果股票是个错误决定。2020年第四季度,伯克希尔将其所持有的苹果股份减少了3.7%,至约9.44亿股。根据刚发布的第一季度财报显示,苹果仍是伯克希尔组合中最大的单一股权,价值接近1100亿美元。</p><p>巴菲特回答,我们对于苹果5.3%的持股率已经是很高的市场安全水平,而且持有的市值已经远远超过其他股票。苹果是一个非凡的公司,他们有优秀的管理层,他们的产品在全球范围也有忠实的粉丝,苹果的品牌和产品都非常杰出,利润率也非常高。同时手机在所有年轻人生活中都是必不可少的必备品。 查理你觉得我们去年卖了股票是错误的,是吧?</p><p>芒格:确实错了。你看有些时候你必须可能还得在查理的眼皮底下偷偷做一些操作,但是现在看来是做错了。</p><p>巴菲特:去年伯克希尔出售了部分苹果股票,但由于回购了自家股票,令股东所持有的苹果比例不降反升。库克是我们见过最棒的公司管理人,产品广受欢迎且利润率高。</p><h3>3、巴菲特拒评比特币,芒格称“与文明利益背道而驰”</h3><p>被问及在加密货币已超过了2万亿的估值,你们仍然觉得这个是一个无价值的黄金吗?</p><p>巴菲特拒绝回答,他戏言,为什么政治家可以躲避这个问题,我是不是也行?他表示与芒格都不持有比特币,现在数千万看直播的人持有比特币,不要问两个不持有的人,不想让大家不高兴。</p><p>但巴菲特的拍档芒格则很直接地称憎恨比特币的成功。他说,这些了解我的人,现在在我面前使劲摇旗,叫我不要回答。但我我憎恨比特币的成功,我不喜欢这种虚拟货币来绑架我们现有的货币系统。比特币就好像一种“凭空创造的金融产品而已”,我不满意这一点,我认为这一点“与文明利益背道而驰”。</p><p>巴菲特过去曾宣称比特币毫无价值,他不能对比特币估值,因为他觉得比特币不是一种能产生价值的资产,是一种幻觉。在巴菲特看来,认为比特币具有巨大内在价值的想法是一个笑话,也是一个幻觉,当新投资者停止进入,那么比特币的繁荣就将结束。</p><h3>4、航空业有很大复苏,但不会买回航空股</h3><p>2020年疫情期间,伯克希尔抛售了总计数十亿美元的航空股,是亏损割肉的。随着后疫情时代到来,航空股价开启涨势,有人戏言股神割肉割在地板上。</p><p>但巴菲特认为他的行为没有任何问题,美国政府在疫情爆发后给航空公司提供帮助。事实上,伯克希尔已经不是航空公司业的大股东,也正因为抛售,政府才可能更容易接受援助这个行业。<img src=\"https://static.tigerbbs.com/be4c4bc0b6f968367e332f3c06df6e68\" tg-width=\"1286\" tg-height=\"1122\" referrerpolicy=\"no-referrer\">关于清仓航空股,巴菲特回应道,那时候整个经济停滞情况,救不了。后来通过美联储以及国会在财政方面的行动,航空业现在有了很大的复苏,但是还是不想把这个股票给买回来,我们知道短期内航空业回不来的,因为现在很多人想国际旅行,但是去不了。</p><p>巴菲特表示,“一个实际销售额不到1000亿美元的行业亏损了很多钱,他们失去了潜在的盈利能力。”巴菲特说道,“我认为航空业务因为我们的抛售变得更好了,我希望他们一切都好,但我仍然不想购买航空业务。”</p><p>巴菲特还表示,伯克希尔依然通过其他企业持有很大的航空公司风险敞口。目前持有约19%的<a href=\"https://laohu8.com/S/AXP\">美国运通</a>,对服务航空业的公司精密机件(Precision Cast Parts)还有持股。他希望四大美国航空公司经营良好,认为这些管理层已经在疫情期间做了出色的工作。</p><p>其实,巴菲特在股东大会上也说,<b>更喜“轻资产,重回报”的公司</b>,比如Facebook、谷歌都很好。但航空股显然是非常重资产的模式,而疫情之下,超额负债,显然不符合巴菲特的投资逻辑。巴菲特曾经说过,所有航空公司的整体经营规模比不上一个苹果公司,所以它们不会跻身伯克希尔的前十五大投资。</p><h3>5、只要钱到位,就为<b>马斯克去火星殖民承保</b></h3><p>当被问及是否愿意成为马斯克旗下SpaceX的火星殖民计划的保险公司时,巴菲特回答:“这个问题很简单,只要看给多少保费就好了。如果保费高,当然是愿意的,当然也要看马斯克的意愿。”。</p><p>而伯克希尔保险业务副董事Ajit表示:“我很小心,他(马斯克)真的很有冒险精神。”<img src=\"https://static.tigerbbs.com/1a31371cc808acb7db80476531916787\" tg-width=\"600\" tg-height=\"338\" referrerpolicy=\"no-referrer\">马斯克此前称伯克希尔对德州投资90亿用于能源建设是错误的,应该用电池来储能。对此,伯克希尔非保险业务副董事长Abel回应称:”今年在德州发生了很多不幸的事件,很多人丧失生命,也造成了800至1300亿美元的经济损失。而电力行业的表现是令人失望的,没有满足人们的需求,并且造成了很大的能源成本。“</p><p>Abel表示,伯克希尔对BNE的投资和提议是基于德州人民的福祉,发展电力行业需要有效的保险政策,面临民众对电力的需求,应该提前部署,把提前4天部署再提前到7天。目前来讲,伯克希尔的考虑是最好的,也将持续讨论和评估下去。格雷格称:”我们的电力可以持续7天发电,而电池只能持续4个小时。“</p><p>巴菲特也补充道:对能源建设进行400亿美元投资是一个承诺,伯克希尔并没有因为有各种风险而不去承保。“公用事业最本质的目的是为极端情况做好准备,不能总是强调某种情况百年一遇,因为会有人在例外情况中失去性命。”</p><h3>6、SPAC是投机狂热的副产品</h3><p>巴菲特表示,SPAC按规定两年内必须花钱出去,如果利用别人的钱来赌博,自然表现好于伯克希尔。</p><p>但巴菲特称,我们会看很多的状况,也许这中间有一些私人的传奇公司,或者有比较好的公司和比较差的公司鱼龙混杂,可以做任何的销售,但是我觉得这是比较夸张的情况,这种等于是对市场赌博的情况。</p><p>芒格称,我不喜欢职业投资者骗人投资割韭菜,SPAC是一种“容易钱”(easy money),如果过度的话就会有很大问题,用来赌博的话是种羞耻行为。</p><h3>7、Robinhood加剧了市场的投机性</h3><p>被问及短线交易的时候,巴菲特称,Robinhood已经成为过去一年或一年半股市赌博属性中非常重要组成部分,他们声称免佣金,吸引了很多想要赌博的人,Robinhood这种软件没有违法但谈不上道德。赌徒押注的方式不是我尊重的方式,是在“向希望收税”。像Robinhood这样的交易应用最近为股市的“投机部分”做出了贡献,利用了个人投资者的投机倾向。</p><p>芒格则生气地表示,这种事情就是个严重错误。</p><p>短线交易人数的增加,也就是所谓的赌徒。当他们进行赌博的时候,觉得是像买彩票一样的。他们口袋里有很多现金开始行动,有时候也会得到很好的结果。然后他们买了这些股票,觉得非常有趣之后又赚钱了。这些赌徒在全世界都有的,而且他们的赌性非常强。在不同的一些情况之下,也领导到我们在进行投资的市场当中,这也是我们看到的一些事实。但是如果没有人跟你讲这样子的一些情况是不太好的话,你可能也不会发觉。</p><p>芒格:是的,用费用驱动的,而不是真正进行了良好地投资。这中间有一些费用相应的发展,所以才会发生活动。所以在某种层面之下,这种容易赚的钱,比如SPAC或其他的公司,或者得到更多的相应的费用,所以这中间会造成更多的问题,特别是对人类文明的市场当中,所以并没有更好的信用进行投资。</p><p>巴菲特:人类对于赌钱的事情有本质上的喜爱,是很多人觉得自己非常聪明。</p><h3>8、现在估值更多要跟利率挂钩</h3><p>有一个问题问道:现在这么多高估值的标的,特别是高科技企业,比如去年成长50%、100%甚至200%,一年取得了这样的成长,估值这么高,现在怎么去看投资?</p><p>巴菲特说,股票的价格有些时候还要跟利率去做一个比较,我昨天跟华尔街日报做一个访问的时候有一个资料,就是在星期四的时候,美国财政部发了一个长达四周的财政刺激的预案,他们发的国库券。就是关于国库券的拍卖,他们做了四周的国库券的拍卖,大概是收到的申请超过430亿,而且平均的国库券价格是100.000000,后面跟了六位数的0。大家拿到400亿的国库券,而且财政部收到的这个钱后面全是“0”。</p><p>当我们的财政部部长耶伦提到会有债务的经常性的费用,他们现在的利率支出其实是降低了8%,利率如果达到10%,如果在整个估值方面产生非常大的变化,产生的就是金钱和财富。因为出去没有在风险环境下经营,我们知道现在是短期的,所以这个现象非常有意思。</p><p>我长达25年的时间,都把保罗·萨缪尔森的书带在身边,都是解释关于经济基本面的。保罗·萨缪尔森是第一位诺贝尔经济学奖的得主,大概是在六十年代的时候是来自于美国的第一位经济学奖的得主。萨缪尔森森是非常棒的作家,文笔非常犀利以我带了1973年的《经济学》。那个时候经济写刚刚作为学科进入,亚当斯密也说过也写过经济学的理论,后来又有了很多经济学家涌现出来。萨米而森成为了他时代最有名的经济学家。</p><p>我完全没有找到有负利息的字眼,然后找零利率,他在零利率怎么讲的?他在亚当斯密学习了这个理论几百年后提到了几点,他说你可能短期内能接受负利率,但是永远不会发生,这是他在黑暗时期提出的理论。现在我们生活在目前的环境下面,利率在去年基本上接近于零,现在也差不了多少。发了四周的短期国库券,比如说我们有1000亿的国库券,当然真实数量是超过这个的。</p><p>在疫情之前,大概从中每年有10到15亿的收益。从现在的利率去出发,可能只有达到2000万。感觉只是最低收入从15分到20分的改变一样,我觉得这是设计的初衷。这也是为什么我们的联邦储备是以这样的方式去颁布政策,因为不管怎么样,他们都是希望利率越低越好。但是如果现在的利率,如果长期以来都觉得是适当的话。这些刚才提到的公司,对他们来说就是可以更好地去交付现金。</p><p>你如果在现在的利率上打折的话,股票的价格也会变得比较低,我们也需要知道从三十年的角度去看利率,现在的时期真的是非常特殊的。我们从来都没有看到现在这种财富运作的情况,尤其是根据货币政策和财政政策去做的调整,基本上利率是接近0%。但是在经济学上,我们必须要记得一点,你永远不可能只做一件事,必须预期接下来会发生什么呢?我们提到有大概85%的美国人都收到国家给他们刺激性的支票1400美金。一年前说大概说美国40%的人在银行里没有存款,但是一下子85%的人拿到1400,收到钱的人都感觉更好了。但是借钱的人肯定不是太好。</p><p>这样的政策让我们的商业更加繁荣,让大家的心态也变得更加快乐。但是我们看一下这样的成本在之后会不会带来其他后果?如果有的话,可能又要有很多其他措施推出出来。经济学的任何措施都会有后果的,这也是为什么像苹果、谷歌这样的公司,都是好的公司,尤其是资本利得上,在经营上不会有太多的资本,如果要找到这样债券话,我觉得是不可能的。</p><p>芒格:大家都已经完全了解,我们也希望能够推展现在的经济,在欧洲也是如此,在财年上面的一些政策都是有关的。很多人对数字已经麻木了,觉得万亿不是了不起的事。您讲到1400块好像不值多少钱,我们看看以后是怎样的计划。对于我跟查理曾经看到很多的电影,专业经济学家看到这样的轻型也觉得非常惊讶。我知道丘吉尔是非常保守的人,而且对很多事情的判断都是准确的。现在再讲到现在经济学家,他们对于很多事情都非常有信心。但是我们知道现在经济状况其实是更复杂了。</p><p>以上八大亮点之外,巴菲特在伯克希尔股东会回答了关于银行股、企业税等问题,同时,他强调轻资本高回报的业务模式是最好的!</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7ede74b0434b73c8b7efd78492555ed3","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148324867","content_text":"美国东部时间5月1日,伯克希尔·哈撒韦公司(Berkshire Hathaway) 2021 股东大会在美国洛杉矶如期举行,今年,90岁高龄的巴菲特专程飞赴加州,与合作了60年的97岁老搭档芒格“合体”,年度股东大会的地点首次在奥马哈以外的地方举行。被外界普遍视为巴菲特接班人的两名副董事长:伯克希尔保险业务负责Ajit Jain和非保险业务负责人Greg Abel一同出席股东大会。巴菲特和芒格在会上分享了对通胀、对加息的精彩看法,同时回答了为何减持苹果、如何看到比特币/SPAC热潮等大家关注的问题。巴菲特股东大会视频回放4万字回顾:巴菲特股东大会完整实录在股东大会之前,伯克希尔发布了今年一季报:当季运营利润70.2亿美元,较去年同期增长20%,比疫情暴发前、也就是2019年的55.6亿美元高出了26%以上。在计入其所投资盈利后,公司一季度净收益117.11亿美元(相当于750多亿人民币)。此外,伯克希尔公布其最新的四大持仓,共占其投资组合比重为69%。截至3月底,苹果仍然是伯克希尔哈撒韦投资组合中最大的单一持股,价值超过1100亿美元。其他持仓量最大的依次是美国运通,美国银行和可口可乐。截至2021年3月31日,伯克希尔哈撒韦前4大持仓为:来源伯克希尔财报下面是老虎证券总结本次股东大会8大亮点:1、世界发生剧烈变化,巴菲特建议投资指数基金,芒格建议买伯克希尔在演讲开始时,巴菲特列出了截止2021年3月31日的全球20个市值最大上市企业,前六个公司中有5家是美国公司,包括苹果、微软、亚马逊,谷歌和Facebook,第二名是当地政府控股的沙特阿美。巴菲特认为这说明美国环境利好。(小编特别指出:当前全球20大市值公司中有4家中国公司哦!他们是腾讯、阿里、台积电和茅台。)巴菲特说,短短30年内,最高市值公司的市值从1040亿美元增长到2.05万亿美元。市值变化一定程度反映了一些通胀,但这期间其实并不是高通胀时期。你可以看到30年里,世界变化极大。但如果你的股票持仓足够多元化,那就会表现很好,当然我个人更喜欢美国公司。30年前的全球20大市值排名中众多的是日本公司。巴菲特说道,1989年排名前20的公司没有一家出现在今天的榜单上。选择伟大的公司比仅仅选择一个有前途的行业要复杂得多。选股要比找出未来什么会成为一个好行业重要得多。如果你喜欢挑选个股来投资的话,很难确保你能挑选到很多年后还顽强存活的公司。例如,1903年我爸爸出生时,是汽车改变了美国,曾经至少有2000家跟汽车相关的公司,而到了2009年,仅有三家汽车制造商幸存,其中两家破产。这是汽车业在金融领域里发生的变化,变化是巨大的。在关于投资指数基金的问题中,芒格认为,对长期投资者来说,是长期持股还是持股多元化,持有伯克希尔等于持股多元化。巴菲特随即打趣称,我一直以来都有推荐SP500指数基金,当然90%的情况下,你买国债或者标普比较安心,我也建议。我当然更喜欢伯克希尔,伯克希尔是很好的可以持有的个股,如果您对股市不了解,那就买标普500指数基金。2、卖出苹果股票可能是个错误在被问及为什么2020年减持了部分苹果,而不是继续买入。巴菲特承认:去年出售其一小部分苹果股票是个错误决定。2020年第四季度,伯克希尔将其所持有的苹果股份减少了3.7%,至约9.44亿股。根据刚发布的第一季度财报显示,苹果仍是伯克希尔组合中最大的单一股权,价值接近1100亿美元。巴菲特回答,我们对于苹果5.3%的持股率已经是很高的市场安全水平,而且持有的市值已经远远超过其他股票。苹果是一个非凡的公司,他们有优秀的管理层,他们的产品在全球范围也有忠实的粉丝,苹果的品牌和产品都非常杰出,利润率也非常高。同时手机在所有年轻人生活中都是必不可少的必备品。 查理你觉得我们去年卖了股票是错误的,是吧?芒格:确实错了。你看有些时候你必须可能还得在查理的眼皮底下偷偷做一些操作,但是现在看来是做错了。巴菲特:去年伯克希尔出售了部分苹果股票,但由于回购了自家股票,令股东所持有的苹果比例不降反升。库克是我们见过最棒的公司管理人,产品广受欢迎且利润率高。3、巴菲特拒评比特币,芒格称“与文明利益背道而驰”被问及在加密货币已超过了2万亿的估值,你们仍然觉得这个是一个无价值的黄金吗?巴菲特拒绝回答,他戏言,为什么政治家可以躲避这个问题,我是不是也行?他表示与芒格都不持有比特币,现在数千万看直播的人持有比特币,不要问两个不持有的人,不想让大家不高兴。但巴菲特的拍档芒格则很直接地称憎恨比特币的成功。他说,这些了解我的人,现在在我面前使劲摇旗,叫我不要回答。但我我憎恨比特币的成功,我不喜欢这种虚拟货币来绑架我们现有的货币系统。比特币就好像一种“凭空创造的金融产品而已”,我不满意这一点,我认为这一点“与文明利益背道而驰”。巴菲特过去曾宣称比特币毫无价值,他不能对比特币估值,因为他觉得比特币不是一种能产生价值的资产,是一种幻觉。在巴菲特看来,认为比特币具有巨大内在价值的想法是一个笑话,也是一个幻觉,当新投资者停止进入,那么比特币的繁荣就将结束。4、航空业有很大复苏,但不会买回航空股2020年疫情期间,伯克希尔抛售了总计数十亿美元的航空股,是亏损割肉的。随着后疫情时代到来,航空股价开启涨势,有人戏言股神割肉割在地板上。但巴菲特认为他的行为没有任何问题,美国政府在疫情爆发后给航空公司提供帮助。事实上,伯克希尔已经不是航空公司业的大股东,也正因为抛售,政府才可能更容易接受援助这个行业。关于清仓航空股,巴菲特回应道,那时候整个经济停滞情况,救不了。后来通过美联储以及国会在财政方面的行动,航空业现在有了很大的复苏,但是还是不想把这个股票给买回来,我们知道短期内航空业回不来的,因为现在很多人想国际旅行,但是去不了。巴菲特表示,“一个实际销售额不到1000亿美元的行业亏损了很多钱,他们失去了潜在的盈利能力。”巴菲特说道,“我认为航空业务因为我们的抛售变得更好了,我希望他们一切都好,但我仍然不想购买航空业务。”巴菲特还表示,伯克希尔依然通过其他企业持有很大的航空公司风险敞口。目前持有约19%的美国运通,对服务航空业的公司精密机件(Precision Cast Parts)还有持股。他希望四大美国航空公司经营良好,认为这些管理层已经在疫情期间做了出色的工作。其实,巴菲特在股东大会上也说,更喜“轻资产,重回报”的公司,比如Facebook、谷歌都很好。但航空股显然是非常重资产的模式,而疫情之下,超额负债,显然不符合巴菲特的投资逻辑。巴菲特曾经说过,所有航空公司的整体经营规模比不上一个苹果公司,所以它们不会跻身伯克希尔的前十五大投资。5、只要钱到位,就为马斯克去火星殖民承保当被问及是否愿意成为马斯克旗下SpaceX的火星殖民计划的保险公司时,巴菲特回答:“这个问题很简单,只要看给多少保费就好了。如果保费高,当然是愿意的,当然也要看马斯克的意愿。”。而伯克希尔保险业务副董事Ajit表示:“我很小心,他(马斯克)真的很有冒险精神。”马斯克此前称伯克希尔对德州投资90亿用于能源建设是错误的,应该用电池来储能。对此,伯克希尔非保险业务副董事长Abel回应称:”今年在德州发生了很多不幸的事件,很多人丧失生命,也造成了800至1300亿美元的经济损失。而电力行业的表现是令人失望的,没有满足人们的需求,并且造成了很大的能源成本。“Abel表示,伯克希尔对BNE的投资和提议是基于德州人民的福祉,发展电力行业需要有效的保险政策,面临民众对电力的需求,应该提前部署,把提前4天部署再提前到7天。目前来讲,伯克希尔的考虑是最好的,也将持续讨论和评估下去。格雷格称:”我们的电力可以持续7天发电,而电池只能持续4个小时。“巴菲特也补充道:对能源建设进行400亿美元投资是一个承诺,伯克希尔并没有因为有各种风险而不去承保。“公用事业最本质的目的是为极端情况做好准备,不能总是强调某种情况百年一遇,因为会有人在例外情况中失去性命。”6、SPAC是投机狂热的副产品巴菲特表示,SPAC按规定两年内必须花钱出去,如果利用别人的钱来赌博,自然表现好于伯克希尔。但巴菲特称,我们会看很多的状况,也许这中间有一些私人的传奇公司,或者有比较好的公司和比较差的公司鱼龙混杂,可以做任何的销售,但是我觉得这是比较夸张的情况,这种等于是对市场赌博的情况。芒格称,我不喜欢职业投资者骗人投资割韭菜,SPAC是一种“容易钱”(easy money),如果过度的话就会有很大问题,用来赌博的话是种羞耻行为。7、Robinhood加剧了市场的投机性被问及短线交易的时候,巴菲特称,Robinhood已经成为过去一年或一年半股市赌博属性中非常重要组成部分,他们声称免佣金,吸引了很多想要赌博的人,Robinhood这种软件没有违法但谈不上道德。赌徒押注的方式不是我尊重的方式,是在“向希望收税”。像Robinhood这样的交易应用最近为股市的“投机部分”做出了贡献,利用了个人投资者的投机倾向。芒格则生气地表示,这种事情就是个严重错误。短线交易人数的增加,也就是所谓的赌徒。当他们进行赌博的时候,觉得是像买彩票一样的。他们口袋里有很多现金开始行动,有时候也会得到很好的结果。然后他们买了这些股票,觉得非常有趣之后又赚钱了。这些赌徒在全世界都有的,而且他们的赌性非常强。在不同的一些情况之下,也领导到我们在进行投资的市场当中,这也是我们看到的一些事实。但是如果没有人跟你讲这样子的一些情况是不太好的话,你可能也不会发觉。芒格:是的,用费用驱动的,而不是真正进行了良好地投资。这中间有一些费用相应的发展,所以才会发生活动。所以在某种层面之下,这种容易赚的钱,比如SPAC或其他的公司,或者得到更多的相应的费用,所以这中间会造成更多的问题,特别是对人类文明的市场当中,所以并没有更好的信用进行投资。巴菲特:人类对于赌钱的事情有本质上的喜爱,是很多人觉得自己非常聪明。8、现在估值更多要跟利率挂钩有一个问题问道:现在这么多高估值的标的,特别是高科技企业,比如去年成长50%、100%甚至200%,一年取得了这样的成长,估值这么高,现在怎么去看投资?巴菲特说,股票的价格有些时候还要跟利率去做一个比较,我昨天跟华尔街日报做一个访问的时候有一个资料,就是在星期四的时候,美国财政部发了一个长达四周的财政刺激的预案,他们发的国库券。就是关于国库券的拍卖,他们做了四周的国库券的拍卖,大概是收到的申请超过430亿,而且平均的国库券价格是100.000000,后面跟了六位数的0。大家拿到400亿的国库券,而且财政部收到的这个钱后面全是“0”。当我们的财政部部长耶伦提到会有债务的经常性的费用,他们现在的利率支出其实是降低了8%,利率如果达到10%,如果在整个估值方面产生非常大的变化,产生的就是金钱和财富。因为出去没有在风险环境下经营,我们知道现在是短期的,所以这个现象非常有意思。我长达25年的时间,都把保罗·萨缪尔森的书带在身边,都是解释关于经济基本面的。保罗·萨缪尔森是第一位诺贝尔经济学奖的得主,大概是在六十年代的时候是来自于美国的第一位经济学奖的得主。萨缪尔森森是非常棒的作家,文笔非常犀利以我带了1973年的《经济学》。那个时候经济写刚刚作为学科进入,亚当斯密也说过也写过经济学的理论,后来又有了很多经济学家涌现出来。萨米而森成为了他时代最有名的经济学家。我完全没有找到有负利息的字眼,然后找零利率,他在零利率怎么讲的?他在亚当斯密学习了这个理论几百年后提到了几点,他说你可能短期内能接受负利率,但是永远不会发生,这是他在黑暗时期提出的理论。现在我们生活在目前的环境下面,利率在去年基本上接近于零,现在也差不了多少。发了四周的短期国库券,比如说我们有1000亿的国库券,当然真实数量是超过这个的。在疫情之前,大概从中每年有10到15亿的收益。从现在的利率去出发,可能只有达到2000万。感觉只是最低收入从15分到20分的改变一样,我觉得这是设计的初衷。这也是为什么我们的联邦储备是以这样的方式去颁布政策,因为不管怎么样,他们都是希望利率越低越好。但是如果现在的利率,如果长期以来都觉得是适当的话。这些刚才提到的公司,对他们来说就是可以更好地去交付现金。你如果在现在的利率上打折的话,股票的价格也会变得比较低,我们也需要知道从三十年的角度去看利率,现在的时期真的是非常特殊的。我们从来都没有看到现在这种财富运作的情况,尤其是根据货币政策和财政政策去做的调整,基本上利率是接近0%。但是在经济学上,我们必须要记得一点,你永远不可能只做一件事,必须预期接下来会发生什么呢?我们提到有大概85%的美国人都收到国家给他们刺激性的支票1400美金。一年前说大概说美国40%的人在银行里没有存款,但是一下子85%的人拿到1400,收到钱的人都感觉更好了。但是借钱的人肯定不是太好。这样的政策让我们的商业更加繁荣,让大家的心态也变得更加快乐。但是我们看一下这样的成本在之后会不会带来其他后果?如果有的话,可能又要有很多其他措施推出出来。经济学的任何措施都会有后果的,这也是为什么像苹果、谷歌这样的公司,都是好的公司,尤其是资本利得上,在经营上不会有太多的资本,如果要找到这样债券话,我觉得是不可能的。芒格:大家都已经完全了解,我们也希望能够推展现在的经济,在欧洲也是如此,在财年上面的一些政策都是有关的。很多人对数字已经麻木了,觉得万亿不是了不起的事。您讲到1400块好像不值多少钱,我们看看以后是怎样的计划。对于我跟查理曾经看到很多的电影,专业经济学家看到这样的轻型也觉得非常惊讶。我知道丘吉尔是非常保守的人,而且对很多事情的判断都是准确的。现在再讲到现在经济学家,他们对于很多事情都非常有信心。但是我们知道现在经济状况其实是更复杂了。以上八大亮点之外,巴菲特在伯克希尔股东会回答了关于银行股、企业税等问题,同时,他强调轻资本高回报的业务模式是最好的!","news_type":1},"isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561544476596136","authorId":"3561544476596136","name":"hhyw","avatar":"https://static.tigerbbs.com/62f8a12108672917c80685184f331b6f","crmLevel":4,"crmLevelSwitch":1,"idStr":"3561544476596136","authorIdStr":"3561544476596136"},"content":"Please 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good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/191661678","repostId":"1119636613","repostType":2,"repost":{"id":"1119636613","kind":"news","pubTimestamp":1620873311,"share":"https://ttm.financial/m/news/1119636613?lang=&edition=fundamental","pubTime":"2021-05-13 10:35","market":"us","language":"en","title":"Cathie Wood Piles Up Palantir For Third Day In A Row, Adding $39M Worth Of Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=1119636613","media":"benzinga","summary":"Cathie Wood-led Ark Investment Management on Wednesday snapped up 2.07 million shares, worth about $","content":"<p>Cathie Wood-led Ark Investment Management on Wednesday snapped up 2.07 million shares, worth about $39 million, in <b>PalantirTechnologies Inc</b>, on a day the stock reversed the earnings-driven gains of the previous session.</p><p>Shares of software and analytics tool-making company traded 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PLTR shares had jumped over 9% on Tuesday after reporting an earnings beat.</p><p>The trades were made through<b>Ark Innovation ETF</b> . 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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>Cathie Wood Piles Up Palantir For Third Day In A Row, Adding $39M Worth Of Shares</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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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\">\nCathie Wood Piles Up Palantir For Third Day In A Row, Adding $39M Worth Of Shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-13 10:35 GMT+8 <a href=https://www.benzinga.com/markets/penny-stocks/21/05/21097552/cathie-wood-piles-up-palantir-for-third-day-in-a-row-adding-39m-worth-of-shares><strong>benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood-led Ark Investment Management on Wednesday snapped up 2.07 million shares, worth about $39 million, in PalantirTechnologies Inc, on a day the stock reversed the earnings-driven gains of ...</p>\n\n<a href=\"https://www.benzinga.com/markets/penny-stocks/21/05/21097552/cathie-wood-piles-up-palantir-for-third-day-in-a-row-adding-39m-worth-of-shares\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.benzinga.com/markets/penny-stocks/21/05/21097552/cathie-wood-piles-up-palantir-for-third-day-in-a-row-adding-39m-worth-of-shares","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119636613","content_text":"Cathie Wood-led Ark Investment Management on Wednesday snapped up 2.07 million shares, worth about $39 million, in PalantirTechnologies Inc, on a day the stock reversed the earnings-driven gains of the previous session.Shares of software and analytics tool-making company traded sharply lower on Wednesday, closing 6.53% lower at $18.89 and were further down 0.6% in extended hours. PLTR shares had jumped over 9% on Tuesday after reporting an earnings beat.The trades were made throughArk Innovation ETF . Ark holds Palantir via two funds, ARKK and the ARK Next Generation Internet ETF, which together held 25.23 million shares, worth about $510 million, ahead of Wednesday’s trade.Wednesday was third straight where Arkadded Palantir to its portfolio.Other Ark Buys On Wednesday:Coinbase Global Inc Zymergen Inc Signify Health Inc Repare Therapeutics Inc Recursion Pharmaceuticals Inc 908 Devices Inc Uipath Inc Ionis Pharmaceuticals Inc CM Life Sciences II Inc Adaptive Biotechnologies Corp Codexis Inc Berkeley Lights Inc Butterfly Network Inc Skillz Inc TuSimple Holdings Twilio Inc Unity Software Inc Zillow Group Inc Class A Zoom Video Communications Inc DraftKings Inc Exact Sciences Corporation Roku Inc Kratos Defense & Security Solutions Inc Iridium Communications Inc The 3D Printing ETF Other Ark Sells On Wednesday:Yeahka Ltd Silvergate Capital Corp Thermo Fisher Scientific Inc Syros Pharmaceuticals Inc Takeda Pharmaceutical Co Ltd Sarepta Therapeutics Inc Roche Holding Ag Pluristem Therapeutics Inc Regeneron Pharmaceuticals Inc Phreesia Inc Novartis Ag KE Holdings Baidu Inc Lendingtree Inc Synopsys Inc Huya Inc Intercontinental Exchange Inc Pure Storage Inc Workhorse Group Inc Alphabet Inc","news_type":1},"isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106908691,"gmtCreate":1620082255813,"gmtModify":1704338223517,"author":{"id":"3578658150624238","authorId":"3578658150624238","name":"kenny99","avatar":"https://static.tigerbbs.com/6335d29acdf61e3f42c597790dfb7d8c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578658150624238","authorIdStr":"3578658150624238"},"themes":[],"htmlText":"Wowow","listText":"Wowow","text":"Wowow","images":[{"img":"https://static.tigerbbs.com/32db7a7d7cadea70b7446c363a741345","width":"1080","height":"2007"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/106908691","isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":342042773,"gmtCreate":1618138412492,"gmtModify":1704706916557,"author":{"id":"3578658150624238","authorId":"3578658150624238","name":"kenny99","avatar":"https://static.tigerbbs.com/6335d29acdf61e3f42c597790dfb7d8c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578658150624238","authorIdStr":"3578658150624238"},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/342042773","repostId":"2126030629","repostType":2,"repost":{"id":"2126030629","kind":"news","pubTimestamp":1618121580,"share":"https://ttm.financial/m/news/2126030629?lang=&edition=fundamental","pubTime":"2021-04-11 14:13","market":"hk","language":"zh","title":"跟谁学针对灰熊报告的声明","url":"https://stock-news.laohu8.com/highlight/detail?id=2126030629","media":"新浪证券","summary":"2021年4月8日,美国做空机构灰熊 发布报告,针对跟谁学提出了虚假和毫无根据的指控,报告中包含大量错误、未经证实的陈述和对信息的误读。对此,跟谁学予以坚决否认。公司努力向投资者提供全面和准确的信息,并抵制任何试图损害市场对跟谁学业务、运营和财务报表信心的虚假陈述。跟谁学致力于保持最高标准的公司治理,以及透明和及时地披露符合美国证券交易委员会和纽约证券交易所适用的规则和法规。","content":"<html><body><div>\n<p> 2021年4月8日,美国做空机构灰熊 (Grizzly Research)发布报告,针对<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>提出了虚假和毫无根据的指控,报告中包含大量错误、未经证实的陈述和对信息的误读。对此,跟谁学予以坚决否认。</p>\n<p> 跟谁学将考虑采取诉讼等必要和适当的行动,来保护公司及所有股东、学生、家长、员工和其他利益相关者的利益。公司努力向投资者提供全面和准确的信息,并抵制任何试图损害市场对跟谁学业务、运营和财务报表信心的虚假陈述。跟谁学致力于保持最高标准的公司治理,以及透明和及时地披露符合美国证券交易委员会和纽约证券交易所适用的规则和法规。</p>\n<p> 跟谁学</p>\n<p> 2021年4月9日</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经APP</div>\n</div>\n<p>责任编辑:石秀珍 SF183</p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>跟谁学针对灰熊报告的声明</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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n跟谁学针对灰熊报告的声明\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-11 14:13 北京时间 <a href=https://finance.sina.com.cn/stock/enterprise/us/2021-04-11/doc-ikmxzfmk6182511.shtml><strong>新浪证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2021年4月8日,美国做空机构灰熊 (Grizzly Research)发布报告,针对跟谁学提出了虚假和毫无根据的指控,报告中包含大量错误、未经证实的陈述和对信息的误读。对此,跟谁学予以坚决否认。\n 跟谁学将考虑采取诉讼等必要和适当的行动,来保护公司及所有股东、学生、家长、员工和其他利益相关者的利益。公司努力向投资者提供全面和准确的信息,并抵制任何试图损害市场对跟谁学业务、运营和财务报表信心的...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/enterprise/us/2021-04-11/doc-ikmxzfmk6182511.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/76824cd4c5b97eaacdaab63d96995a28","relate_stocks":{},"source_url":"https://finance.sina.com.cn/stock/enterprise/us/2021-04-11/doc-ikmxzfmk6182511.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2126030629","content_text":"2021年4月8日,美国做空机构灰熊 (Grizzly Research)发布报告,针对跟谁学提出了虚假和毫无根据的指控,报告中包含大量错误、未经证实的陈述和对信息的误读。对此,跟谁学予以坚决否认。\n 跟谁学将考虑采取诉讼等必要和适当的行动,来保护公司及所有股东、学生、家长、员工和其他利益相关者的利益。公司努力向投资者提供全面和准确的信息,并抵制任何试图损害市场对跟谁学业务、运营和财务报表信心的虚假陈述。跟谁学致力于保持最高标准的公司治理,以及透明和及时地披露符合美国证券交易委员会和纽约证券交易所适用的规则和法规。\n 跟谁学\n 2021年4月9日\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:石秀珍 SF183","news_type":1},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352869232,"gmtCreate":1616929522726,"gmtModify":1704800031665,"author":{"id":"3578658150624238","authorId":"3578658150624238","name":"kenny99","avatar":"https://static.tigerbbs.com/6335d29acdf61e3f42c597790dfb7d8c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578658150624238","authorIdStr":"3578658150624238"},"themes":[],"htmlText":"Go GO go","listText":"Go GO go","text":"Go GO go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/352869232","repostId":"1122701391","repostType":4,"repost":{"id":"1122701391","kind":"news","pubTimestamp":1616766479,"share":"https://ttm.financial/m/news/1122701391?lang=&edition=fundamental","pubTime":"2021-03-26 21:47","market":"us","language":"en","title":"Alphabet could hit new all-time high by mid-April, chart analyst says","url":"https://stock-news.laohu8.com/highlight/detail?id=1122701391","media":"cnbc","summary":"Alphabet’s run is nowhere near tapped out, two market analysts told CNBC’s “Trading Nation.”\nShares ","content":"<div>\n<p>Alphabet’s run is nowhere near tapped out, two market analysts told CNBC’s “Trading Nation.”\nShares of the Google parent weremarginally higher on Friday, a day after CEO Sundar Pichai participated in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/26/alphabet-could-hit-new-all-time-high-by-mid-april-chart-analyst-says.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet could hit new all-time high by mid-April, chart analyst says</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\">\nAlphabet could hit new all-time high by mid-April, chart analyst says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-26 21:47 GMT+8 <a href=https://www.cnbc.com/2021/03/26/alphabet-could-hit-new-all-time-high-by-mid-april-chart-analyst-says.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alphabet’s run is nowhere near tapped out, two market analysts told CNBC’s “Trading Nation.”\nShares of the Google parent weremarginally higher on Friday, a day after CEO Sundar Pichai participated in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/26/alphabet-could-hit-new-all-time-high-by-mid-april-chart-analyst-says.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://www.cnbc.com/2021/03/26/alphabet-could-hit-new-all-time-high-by-mid-april-chart-analyst-says.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1122701391","content_text":"Alphabet’s run is nowhere near tapped out, two market analysts told CNBC’s “Trading Nation.”\nShares of the Google parent weremarginally higher on Friday, a day after CEO Sundar Pichai participated in a lengthy congressional hearing on misinformation alongside the CEOs of Facebook and Twitter.\nIn the hearing, Pichai testified that Alphabet aims “to have transparent policies and enforce them without regard to politics or point of view,” and that its “ability to provide a range of information and viewpoints while also being able to remove misinformation is possibly only because of legal frameworks like Section 230,” which protects platforms from liability for users’ posts and leaves content moderation up to them.\nAlso on Thursday, Morgan Stanley upped its price target on the stock to $2,350, which implies 15% upside from Friday morning’s $2,036 and would mark a new all-time high.\nAlphabet’s technical chart seems to support further upside, Newton Advisors founder and President Mark Newton told CNBC on Thursday.\n“I like Alphabet as being the preeminent stock in the FANG group and one to still favor for the weeks and the months to come,” Newton said, referring to the popular acronym used for Facebook, Amazon, Netflix and Google’s parent Alphabet.\n\n“It’s tough to find much fault with the stock,” he said. “It’s been in a very linear uptrend and still shows hardly any deterioration despite all these outflows out of technology in the past couple months, so, it’s held up remarkably well.”\nDespite some possible near-term pressure from regulatory crackdowns, Newton expects Alphabet to breach its early February all-time highs in due time.\nThat move “should cause it to accelerate and get up toward $2,300 into the middle of April,” he said.\n“Technology is going to come under increasing pressure from both the left and the right in the months to come,” Newton said. “If Google gets under right near $1,770, it’s a buy. I would use any kind of weakness to still own the name and think it moves higher.”\nAlphabet found another fan in Nancy Tengler, chief investment officer of Laffer Tengler Investments.\nNot only has search activity returned to pre-Covid levels, with 10-15% of paid searches now related to travel, but earnings, sales and free cash flow are all expected to grow between 19-24%, Tengler said.\n“That gives the company a lot of levers to pull in terms of stock buybacks and ... maybe one day, let’s hope, the dividend,” Tengler said.\n“On our valuation work, which is relevant price-to-sales ratio, the stock is attractive. The fundamentals are improving. The cloud business is growing,” she said.\n\n“We own it and we like it a lot. Some of this is reflected in the price — it’s up 82% on a trailing one-year basis — so, we’re hedging our FANG pick with Google and with Amazon, which has done nothing for the last six months.”\nInvestors should also be “mindful” of Alphabet’s run-ins with Congress, Tengler said.\n“It’s difficult for me to see how Congress is going to solve this problem,” she said. “Each company is different. Their response to the hearing and the testimony is very different. I think you watch and you stay mindful, but we’ve already seen a preview in Europe and this company has plenty of cash to solve these potential problems.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806299603,"gmtCreate":1627656216902,"gmtModify":1703494289539,"author":{"id":"3578658150624238","authorId":"3578658150624238","name":"kenny99","avatar":"https://static.tigerbbs.com/6335d29acdf61e3f42c597790dfb7d8c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578658150624238","authorIdStr":"3578658150624238"},"themes":[],"htmlText":"。。。。。。。。。。。。。。","listText":"。。。。。。。。。。。。。。","text":"。。。。。。。。。。。。。。","images":[{"img":"https://static.tigerbbs.com/d680d0eaeae3dc0ab64a3109e34f2e1a","width":"1080","height":"2719"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806299603","isVote":1,"tweetType":1,"viewCount":900,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":148860588,"gmtCreate":1625967406244,"gmtModify":1703751292072,"author":{"id":"3578658150624238","authorId":"3578658150624238","name":"kenny99","avatar":"https://static.tigerbbs.com/6335d29acdf61e3f42c597790dfb7d8c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578658150624238","authorIdStr":"3578658150624238"},"themes":[],"htmlText":"<a 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