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2021-06-25

To the moon

SpaceX星链上市优先认购？买特斯拉又多了一个理由

2021-06-25

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moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122165834","repostId":"1130326663","repostType":4,"repost":{"id":"1130326663","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":1624603866,"share":"https://www.laohu8.com/m/news/1130326663?lang=&edition=full","pubTime":"2021-06-25 14:51","market":"hk","language":"zh","title":"SpaceX星链上市优先认购？买特斯拉又多了一个理由","url":"https://stock-news.laohu8.com/highlight/detail?id=1130326663","media":"老虎资讯综合","summary":"商业太空产业正在迅猛发展，给投资者提供了新的投资选择，但其中的明星太空探索公司SpaceX仍未上市。$特斯拉$和SpaceX的首席执行官埃隆马斯克周三晚间在$推特$上称这种情况可能发生改变。马斯克称，当星链收入\"合理可预测\"时，可能会成为一家上市公司。SpaceX目前约有1500颗小型星链卫星在轨运行。星链如成功上市有望成为下一个市场瞩目的明星股。","content":"<p>商业太空产业正在迅猛发展，给投资者提供了新的投资选择，但其中的明星太空探索公司SpaceX仍未上市。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和SpaceX的首席执行官埃隆•马斯克周三晚间在<a href=\"https://laohu8.com/S/TWTR\">推特</a>上称这种情况可能发生改变。</p>\n<p><img src=\"https://static.tigerbbs.com/70623c046b78751397c7a9b2a81fbc31\" tg-width=\"897\" tg-height=\"598\" referrerpolicy=\"no-referrer\"></p>\n<p>马斯克称，当星链（SpaceX正在推出的高速太空互联网服务部分）收入\"合理可预测\"时，可能会成为一家上市公司。与通过和SPAC公司合并或宣布收购计划而上市的各种小型航天初创公司相比，星链公开上市的可能性要大得多。</p>\n<p>根据马斯克的说法，星链收入可预测还需要“几年”的时间，上市太早会很容易陷入痛苦。</p>\n<p>在周四的交易中，马斯克的推文实际上可能对特斯拉股价起到推动作用。他表示，特斯拉的长期股东可能会从星链IPO中获得股票分配的优先权。</p>\n<p><img src=\"https://static.tigerbbs.com/98e4398aff50395845f3caa79babc493\" tg-width=\"880\" tg-height=\"412\" referrerpolicy=\"no-referrer\"></p>\n<p>特斯拉股价周四在前一日大涨5%基础上再次上涨3.5%。相比之下，美股三大指数涨幅均未达到1%。</p>\n<p><img src=\"https://static.tigerbbs.com/307fa2f9d788090e43e5471a7b4638a9\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>SpaceX目前约有1500颗小型星链卫星在轨运行。这些卫星与SpaceX的接收器相结合，可以提供互联网服务。马斯克曾表示，就目前而言，星链在传统互联网服务价格昂贵且难以连接的农村地区效果更好。人们将按月订购星链服务，就像今天大多数人从当地有线电视公司付费购买互联网服务一样。</p>\n<p><img src=\"https://static.tigerbbs.com/7957250645577f1b68c4b08dd6505c09\" tg-width=\"800\" tg-height=\"418\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师亚当•乔纳斯（Adam Jonas）表示，星链是SpaceX最有价值的业务。在2020年6月，他估测了SpaceX的不同业务的价值，当时SpaceX的估值接近500亿美元，其中星链就价值420亿美元。</p>\n<p>自那以后，SpaceX的估值有所上升。根据2021年2月的私募市场估值，SpaceX现在的价值约为740亿美元。这使得它跻身全球航空航天和国防专营权公司的前五名。</p>\n<p>例如，SpaceX比隐形轰炸机制造商诺斯罗普格罗曼（股票代码：NOC）估值更高，后者的市值约为600亿美元，企业价值（主要是债务和股票）约为700亿美元。</p>\n<p>投资者现在可以购买的纯太空股票总市值约为150亿美元。这些公司包括太空物流公司Momentus、发射服务提供商Rocket Lab USA和Astra、移动通信公司AST Spacemobile (ASTS)、卫星服务公司BlackSky 和 Spire以及太空基础设施公司Redwire。</p>\n<p>星链如成功上市有望成为下一个市场瞩目的明星股。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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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\">2021-06-25 14:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>商业太空产业正在迅猛发展，给投资者提供了新的投资选择，但其中的明星太空探索公司SpaceX仍未上市。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和SpaceX的首席执行官埃隆•马斯克周三晚间在<a href=\"https://laohu8.com/S/TWTR\">推特</a>上称这种情况可能发生改变。</p>\n<p><img src=\"https://static.tigerbbs.com/70623c046b78751397c7a9b2a81fbc31\" tg-width=\"897\" tg-height=\"598\" referrerpolicy=\"no-referrer\"></p>\n<p>马斯克称，当星链（SpaceX正在推出的高速太空互联网服务部分）收入\"合理可预测\"时，可能会成为一家上市公司。与通过和SPAC公司合并或宣布收购计划而上市的各种小型航天初创公司相比，星链公开上市的可能性要大得多。</p>\n<p>根据马斯克的说法，星链收入可预测还需要“几年”的时间，上市太早会很容易陷入痛苦。</p>\n<p>在周四的交易中，马斯克的推文实际上可能对特斯拉股价起到推动作用。他表示，特斯拉的长期股东可能会从星链IPO中获得股票分配的优先权。</p>\n<p><img src=\"https://static.tigerbbs.com/98e4398aff50395845f3caa79babc493\" tg-width=\"880\" tg-height=\"412\" referrerpolicy=\"no-referrer\"></p>\n<p>特斯拉股价周四在前一日大涨5%基础上再次上涨3.5%。相比之下，美股三大指数涨幅均未达到1%。</p>\n<p><img src=\"https://static.tigerbbs.com/307fa2f9d788090e43e5471a7b4638a9\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>SpaceX目前约有1500颗小型星链卫星在轨运行。这些卫星与SpaceX的接收器相结合，可以提供互联网服务。马斯克曾表示，就目前而言，星链在传统互联网服务价格昂贵且难以连接的农村地区效果更好。人们将按月订购星链服务，就像今天大多数人从当地有线电视公司付费购买互联网服务一样。</p>\n<p><img src=\"https://static.tigerbbs.com/7957250645577f1b68c4b08dd6505c09\" tg-width=\"800\" tg-height=\"418\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师亚当•乔纳斯（Adam Jonas）表示，星链是SpaceX最有价值的业务。在2020年6月，他估测了SpaceX的不同业务的价值，当时SpaceX的估值接近500亿美元，其中星链就价值420亿美元。</p>\n<p>自那以后，SpaceX的估值有所上升。根据2021年2月的私募市场估值，SpaceX现在的价值约为740亿美元。这使得它跻身全球航空航天和国防专营权公司的前五名。</p>\n<p>例如，SpaceX比隐形轰炸机制造商诺斯罗普格罗曼（股票代码：NOC）估值更高，后者的市值约为600亿美元，企业价值（主要是债务和股票）约为700亿美元。</p>\n<p>投资者现在可以购买的纯太空股票总市值约为150亿美元。这些公司包括太空物流公司Momentus、发射服务提供商Rocket Lab USA和Astra、移动通信公司AST Spacemobile (ASTS)、卫星服务公司BlackSky 和 Spire以及太空基础设施公司Redwire。</p>\n<p>星链如成功上市有望成为下一个市场瞩目的明星股。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7957250645577f1b68c4b08dd6505c09","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130326663","content_text":"商业太空产业正在迅猛发展，给投资者提供了新的投资选择，但其中的明星太空探索公司SpaceX仍未上市。特斯拉和SpaceX的首席执行官埃隆•马斯克周三晚间在推特上称这种情况可能发生改变。\n\n马斯克称，当星链（SpaceX正在推出的高速太空互联网服务部分）收入\"合理可预测\"时，可能会成为一家上市公司。与通过和SPAC公司合并或宣布收购计划而上市的各种小型航天初创公司相比，星链公开上市的可能性要大得多。\n根据马斯克的说法，星链收入可预测还需要“几年”的时间，上市太早会很容易陷入痛苦。\n在周四的交易中，马斯克的推文实际上可能对特斯拉股价起到推动作用。他表示，特斯拉的长期股东可能会从星链IPO中获得股票分配的优先权。\n\n特斯拉股价周四在前一日大涨5%基础上再次上涨3.5%。相比之下，美股三大指数涨幅均未达到1%。\n\nSpaceX目前约有1500颗小型星链卫星在轨运行。这些卫星与SpaceX的接收器相结合，可以提供互联网服务。马斯克曾表示，就目前而言，星链在传统互联网服务价格昂贵且难以连接的农村地区效果更好。人们将按月订购星链服务，就像今天大多数人从当地有线电视公司付费购买互联网服务一样。\n\n摩根士丹利分析师亚当•乔纳斯（Adam Jonas）表示，星链是SpaceX最有价值的业务。在2020年6月，他估测了SpaceX的不同业务的价值，当时SpaceX的估值接近500亿美元，其中星链就价值420亿美元。\n自那以后，SpaceX的估值有所上升。根据2021年2月的私募市场估值，SpaceX现在的价值约为740亿美元。这使得它跻身全球航空航天和国防专营权公司的前五名。\n例如，SpaceX比隐形轰炸机制造商诺斯罗普格罗曼（股票代码：NOC）估值更高，后者的市值约为600亿美元，企业价值（主要是债务和股票）约为700亿美元。\n投资者现在可以购买的纯太空股票总市值约为150亿美元。这些公司包括太空物流公司Momentus、发射服务提供商Rocket Lab USA和Astra、移动通信公司AST Spacemobile (ASTS)、卫星服务公司BlackSky 和 Spire以及太空基础设施公司Redwire。\n星链如成功上市有望成为下一个市场瞩目的明星股。","news_type":1},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122162562,"gmtCreate":1624605199856,"gmtModify":1703841542003,"author":{"id":"3579783453007050","authorId":"3579783453007050","name":"RomySKT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122162562","repostId":"1102925117","repostType":4,"repost":{"id":"1102925117","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":1624582814,"share":"https://www.laohu8.com/m/news/1102925117?lang=&edition=full","pubTime":"2021-06-25 09:00","market":"hk","language":"zh","title":"小鹏汽车-W今起招股，一手入场费约18181.39港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1102925117","media":"老虎资讯综合","summary":"6月25日，小鹏汽车-W发布公告，公司于6月25日至6月30日招股；拟全球发售8500万股股份，其中香港发售股份425万股，国际发售股份8075万股，另有15%超额配股权；每股发行价不超过180港元，","content":"<p>6月25日，<a href=\"https://laohu8.com/S/09868\">小鹏汽车-W</a>发布公告，公司于6月25日至6月30日招股；拟全球发售8500万股股份，其中香港发售股份425万股，国际发售股份8075万股，另有15%超额配股权；每股发行价不超过180港元，每手买卖单位100股，入场费约18181.39港元；预期股份将于7月7日于联交所主板挂牌上市。</p>\n<p><b>Tiger Trade将于11:30开放申购【</b><a href=\"https://www-web.itiger.com/mi/ipo/index/hk/listing\" target=\"_blank\"><b>申购入口</b></a><b>】</b></p>\n<p><img src=\"https://static.tigerbbs.com/1e2905fbe978b70a1fadc57bfb9804ec\" tg-width=\"891\" tg-height=\"622\" referrerpolicy=\"no-referrer\"></p>\n<p>申购阶梯：</p>\n<p>每手100股，入场费18181.39港元。</p>\n<p>乙组门槛为3万股，申购所需资金约5454415.8港元。</p>\n<p><img src=\"https://static.tigerbbs.com/a8dafe8d708afb61e06e25e0b275bf27\" tg-width=\"934\" tg-height=\"360\" referrerpolicy=\"no-referrer\"></p>\n<p>小鹏汽车成立于2015年，目前已发展成中国领先的智能电动汽车公司，于2020年8月在纽交所上市。小鹏汽车在中国从事智能电动汽车的设计、研发、制造及营销。根据IHS Markit的数据，截至最后实际可行日期，公司是中国唯一一家自主开发全栈式自动驾驶技术，并在量产汽车上应用该软件的汽车公司。公司正在打造一个快速扩展、多元化的具有吸引力的智能电动汽车车型组合，以满足智能电动汽车日益增长的需求以及广大客户群的差异化需求。</p>\n<p>截至2021Q1，小鹏汽车全国销售门店达178家，服务中心达61家，覆盖70个城市，绝大多数门店均位于购物中心。充电设施网络布局方面，截至2021Q1，全国共有172座小鹏品牌超级充电站，覆盖60个城市。公司向符合条件的车主提供免费充电计划，截至3月底，该计划已覆盖超过140个城市。</p>\n<p>财务数据方面，于往绩记录期间，公司实现了显著的增长及强劲的经营业绩。2018年至2020年，公司总收入由970.6万元增长至58.44亿元。随着收入的强劲增长，公司毛利率从2018年的(24.3%)增长至2020年的4.6%，实现转正。2021年一季度，公司录得总收入4.50亿元，净亏损1.20亿元，毛利率达到11.2%。</p>\n<p><img src=\"https://static.tigerbbs.com/853e033a96dad5cd098377abcd2fede8\" tg-width=\"973\" tg-height=\"762\" referrerpolicy=\"no-referrer\"></p>\n<p>筹资用途方面，以发售价的上限180港元计算，此次IPO预计自全球发售收取所得款项净额约150.39亿港元（经扣除包销佣金及与全球发售有关的其他估计开支）。公司拟将股份发售所得款项净额用于以下用途：约45%预期将用于拓展公司的产品组合及开发更先进的技术；约35%预期将用于通过提升公司的品牌认知度，借助全渠道营销策略获取客户，以及在国内及国际市场增加销售及服务覆盖，来加速公司的业务扩张；约10%预期将用于提升生产能力，包括扩大产能、升级生产设施和开发生产技术；约10%预期将用于一般公司用途，包括用作运营资金。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小鹏汽车-W今起招股，一手入场费约18181.39港元</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小鹏汽车-W今起招股，一手入场费约18181.39港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-25 09:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月25日，<a href=\"https://laohu8.com/S/09868\">小鹏汽车-W</a>发布公告，公司于6月25日至6月30日招股；拟全球发售8500万股股份，其中香港发售股份425万股，国际发售股份8075万股，另有15%超额配股权；每股发行价不超过180港元，每手买卖单位100股，入场费约18181.39港元；预期股份将于7月7日于联交所主板挂牌上市。</p>\n<p><b>Tiger Trade将于11:30开放申购【</b><a href=\"https://www-web.itiger.com/mi/ipo/index/hk/listing\" target=\"_blank\"><b>申购入口</b></a><b>】</b></p>\n<p><img src=\"https://static.tigerbbs.com/1e2905fbe978b70a1fadc57bfb9804ec\" tg-width=\"891\" tg-height=\"622\" referrerpolicy=\"no-referrer\"></p>\n<p>申购阶梯：</p>\n<p>每手100股，入场费18181.39港元。</p>\n<p>乙组门槛为3万股，申购所需资金约5454415.8港元。</p>\n<p><img src=\"https://static.tigerbbs.com/a8dafe8d708afb61e06e25e0b275bf27\" tg-width=\"934\" tg-height=\"360\" referrerpolicy=\"no-referrer\"></p>\n<p>小鹏汽车成立于2015年，目前已发展成中国领先的智能电动汽车公司，于2020年8月在纽交所上市。小鹏汽车在中国从事智能电动汽车的设计、研发、制造及营销。根据IHS Markit的数据，截至最后实际可行日期，公司是中国唯一一家自主开发全栈式自动驾驶技术，并在量产汽车上应用该软件的汽车公司。公司正在打造一个快速扩展、多元化的具有吸引力的智能电动汽车车型组合，以满足智能电动汽车日益增长的需求以及广大客户群的差异化需求。</p>\n<p>截至2021Q1，小鹏汽车全国销售门店达178家，服务中心达61家，覆盖70个城市，绝大多数门店均位于购物中心。充电设施网络布局方面，截至2021Q1，全国共有172座小鹏品牌超级充电站，覆盖60个城市。公司向符合条件的车主提供免费充电计划，截至3月底，该计划已覆盖超过140个城市。</p>\n<p>财务数据方面，于往绩记录期间，公司实现了显著的增长及强劲的经营业绩。2018年至2020年，公司总收入由970.6万元增长至58.44亿元。随着收入的强劲增长，公司毛利率从2018年的(24.3%)增长至2020年的4.6%，实现转正。2021年一季度，公司录得总收入4.50亿元，净亏损1.20亿元，毛利率达到11.2%。</p>\n<p><img src=\"https://static.tigerbbs.com/853e033a96dad5cd098377abcd2fede8\" tg-width=\"973\" tg-height=\"762\" referrerpolicy=\"no-referrer\"></p>\n<p>筹资用途方面，以发售价的上限180港元计算，此次IPO预计自全球发售收取所得款项净额约150.39亿港元（经扣除包销佣金及与全球发售有关的其他估计开支）。公司拟将股份发售所得款项净额用于以下用途：约45%预期将用于拓展公司的产品组合及开发更先进的技术；约35%预期将用于通过提升公司的品牌认知度，借助全渠道营销策略获取客户，以及在国内及国际市场增加销售及服务覆盖，来加速公司的业务扩张；约10%预期将用于提升生产能力，包括扩大产能、升级生产设施和开发生产技术；约10%预期将用于一般公司用途，包括用作运营资金。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a7cf240033f083a329240e6179df017","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102925117","content_text":"6月25日，小鹏汽车-W发布公告，公司于6月25日至6月30日招股；拟全球发售8500万股股份，其中香港发售股份425万股，国际发售股份8075万股，另有15%超额配股权；每股发行价不超过180港元，每手买卖单位100股，入场费约18181.39港元；预期股份将于7月7日于联交所主板挂牌上市。\nTiger Trade将于11:30开放申购【申购入口】\n\n申购阶梯：\n每手100股，入场费18181.39港元。\n乙组门槛为3万股，申购所需资金约5454415.8港元。\n\n小鹏汽车成立于2015年，目前已发展成中国领先的智能电动汽车公司，于2020年8月在纽交所上市。小鹏汽车在中国从事智能电动汽车的设计、研发、制造及营销。根据IHS Markit的数据，截至最后实际可行日期，公司是中国唯一一家自主开发全栈式自动驾驶技术，并在量产汽车上应用该软件的汽车公司。公司正在打造一个快速扩展、多元化的具有吸引力的智能电动汽车车型组合，以满足智能电动汽车日益增长的需求以及广大客户群的差异化需求。\n截至2021Q1，小鹏汽车全国销售门店达178家，服务中心达61家，覆盖70个城市，绝大多数门店均位于购物中心。充电设施网络布局方面，截至2021Q1，全国共有172座小鹏品牌超级充电站，覆盖60个城市。公司向符合条件的车主提供免费充电计划，截至3月底，该计划已覆盖超过140个城市。\n财务数据方面，于往绩记录期间，公司实现了显著的增长及强劲的经营业绩。2018年至2020年，公司总收入由970.6万元增长至58.44亿元。随着收入的强劲增长，公司毛利率从2018年的(24.3%)增长至2020年的4.6%，实现转正。2021年一季度，公司录得总收入4.50亿元，净亏损1.20亿元，毛利率达到11.2%。\n\n筹资用途方面，以发售价的上限180港元计算，此次IPO预计自全球发售收取所得款项净额约150.39亿港元（经扣除包销佣金及与全球发售有关的其他估计开支）。公司拟将股份发售所得款项净额用于以下用途：约45%预期将用于拓展公司的产品组合及开发更先进的技术；约35%预期将用于通过提升公司的品牌认知度，借助全渠道营销策略获取客户，以及在国内及国际市场增加销售及服务覆盖，来加速公司的业务扩张；约10%预期将用于提升生产能力，包括扩大产能、升级生产设施和开发生产技术；约10%预期将用于一般公司用途，包括用作运营资金。","news_type":1},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":150756822,"gmtCreate":1624928835266,"gmtModify":1703848102906,"author":{"id":"3579783453007050","authorId":"3579783453007050","name":"RomySKT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Woo","listText":"Woo","text":"Woo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150756822","repostId":"2147342808","repostType":4,"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127034883,"gmtCreate":1624801914042,"gmtModify":1703845334317,"author":{"id":"3579783453007050","authorId":"3579783453007050","name":"RomySKT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Pls like and comment ?","listText":"Pls like and comment ?","text":"Pls like and comment ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/127034883","repostId":"1175717613","repostType":4,"repost":{"id":"1175717613","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1624799107,"share":"https://www.laohu8.com/m/news/1175717613?lang=&edition=full","pubTime":"2021-06-27 21:05","market":"us","language":"zh","title":"成长VS价值，这是当下美股最大分歧","url":"https://stock-news.laohu8.com/highlight/detail?id=1175717613","media":"华尔街见闻","summary":"一场成长股与价值股之间的角力正在展开。\n\n行至年中，笼罩的美股上方的不确定性越来越大，对美股风格也产生了巨大影响，一场成长股与价值股之间的角力正在展开。\n就不确定性而言，一方面，美国货币和财政支持可能","content":"<blockquote>\n 一场成长股与价值股之间的角力正在展开。\n</blockquote>\n<p>行至年中，笼罩的美股上方的不确定性越来越大，对美股风格也产生了巨大影响，一场成长股与价值股之间的角力正在展开。</p>\n<p>就不确定性而言，一方面，美国货币和财政支持可能会减少，这将削弱当前经济复苏的活力，并对企业盈利增长造成压力。此外美国政府酝酿提高税收的计划是另一个潜在的抑制因素。</p>\n<p>另一方面，通胀走势成为牵动美股走势的另一大不确定性，如果价格的上行压力持续，结果是加息预期上升，美股可能会经历一段坎坷之路。</p>\n<p>这些不确定性主宰着成长和价值股票走势，通胀和货币政策走向预期的变动将决定美股下半年的风格。</p>\n<p>华尔街见闻此前提及，今年初以来，随着美债收益率快速走高，美股快速轮动，疫情期间风光无限的科技巨头们股价大幅回调，而对经济复苏较为敏感的周期股集体反弹。</p>\n<p>但近期，随着通胀预期降温，美债收益率下行，科技股重获市场青睐，尤其是美联储暗示将早于预期加息以来，科技股涨势加剧。</p>\n<p>有不少分析师站队科技股，认为经过一番回调，目前美国科技巨头们的估值已经开始彰显吸引力，这意味着这些科技领头羊有望继续上涨。</p>\n<p>巴克莱策略师Maneesh Deshpande认为目前美国科技股相对便宜。巴克莱(Barclays)的数据显示，FANMAG目前的平均预期市盈率为29.9倍。这只比2019年12月大流行开始前的约28倍高一点点，比去年年中40倍的峰值大幅下降。</p>\n<p>格伦米德(Glenmede)私人财富首席投资官Jason Pride则认为，价值股的行情还未结束，价值股将跑赢科技股：</p>\n<blockquote>\n 我们仍处于基本面复苏之中，经济增长和收入都有所提高。我们的基本假设是，通胀最终会稳定在2%至3%之间，这对价值股的益处将大于成长股。\n</blockquote>\n<p>摩根士丹利资产管理公司也偏好价值股。该机构高级投资组合经理Andrew Slimmon表示，在经济形势更为强劲的时候，倾向于持有对通胀敏感的股票，而人们可能低估了这个周期的持续时间。</p>\n<p>Slimmon指出，相对于更广泛的市场，价值型股票仍然很便宜，价值股表现超大盘的阶段将持续下去。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>成长VS价值，这是当下美股最大分歧</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 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class=\"title\">\n成长VS价值，这是当下美股最大分歧\n</h2>\n\n<h4 class=\"meta\">\n\n2021-06-27 21:05 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一场成长股与价值股之间的角力正在展开。\n\n行至年中，笼罩的美股上方的不确定性越来越大，对美股风格也产生了巨大影响，一场成长股与价值股之间的角力正在展开。\n就不确定性而言，一方面，美国货币和财政支持可能会减少，这将削弱当前经济复苏的活力，并对企业盈利增长造成压力。此外美国政府酝酿提高税收的计划是另一个潜在的抑制因素。\n另一方面，通胀走势成为牵动美股走势的另一大不确定性，如果价格的上行压力持续，结果是...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175717613","content_text":"一场成长股与价值股之间的角力正在展开。\n\n行至年中，笼罩的美股上方的不确定性越来越大，对美股风格也产生了巨大影响，一场成长股与价值股之间的角力正在展开。\n就不确定性而言，一方面，美国货币和财政支持可能会减少，这将削弱当前经济复苏的活力，并对企业盈利增长造成压力。此外美国政府酝酿提高税收的计划是另一个潜在的抑制因素。\n另一方面，通胀走势成为牵动美股走势的另一大不确定性，如果价格的上行压力持续，结果是加息预期上升，美股可能会经历一段坎坷之路。\n这些不确定性主宰着成长和价值股票走势，通胀和货币政策走向预期的变动将决定美股下半年的风格。\n华尔街见闻此前提及，今年初以来，随着美债收益率快速走高，美股快速轮动，疫情期间风光无限的科技巨头们股价大幅回调，而对经济复苏较为敏感的周期股集体反弹。\n但近期，随着通胀预期降温，美债收益率下行，科技股重获市场青睐，尤其是美联储暗示将早于预期加息以来，科技股涨势加剧。\n有不少分析师站队科技股，认为经过一番回调，目前美国科技巨头们的估值已经开始彰显吸引力，这意味着这些科技领头羊有望继续上涨。\n巴克莱策略师Maneesh Deshpande认为目前美国科技股相对便宜。巴克莱(Barclays)的数据显示，FANMAG目前的平均预期市盈率为29.9倍。这只比2019年12月大流行开始前的约28倍高一点点，比去年年中40倍的峰值大幅下降。\n格伦米德(Glenmede)私人财富首席投资官Jason Pride则认为，价值股的行情还未结束，价值股将跑赢科技股：\n\n 我们仍处于基本面复苏之中，经济增长和收入都有所提高。我们的基本假设是，通胀最终会稳定在2%至3%之间，这对价值股的益处将大于成长股。\n\n摩根士丹利资产管理公司也偏好价值股。该机构高级投资组合经理Andrew Slimmon表示，在经济形势更为强劲的时候，倾向于持有对通胀敏感的股票，而人们可能低估了这个周期的持续时间。\nSlimmon指出，相对于更广泛的市场，价值型股票仍然很便宜，价值股表现超大盘的阶段将持续下去。","news_type":1},"isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153276675,"gmtCreate":1625030465097,"gmtModify":1703850542905,"author":{"id":"3579783453007050","authorId":"3579783453007050","name":"RomySKT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Pls like and comment back ?","listText":"Pls like and comment back ?","text":"Pls like and comment back ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/153276675","repostId":"2147893851","repostType":4,"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150754412,"gmtCreate":1624928932436,"gmtModify":1703848107316,"author":{"id":"3579783453007050","authorId":"3579783453007050","name":"RomySKT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150754412","repostId":"1140002900","repostType":4,"isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150610784,"gmtCreate":1624895814648,"gmtModify":1703847473468,"author":{"id":"3579783453007050","authorId":"3579783453007050","name":"RomySKT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150610784","repostId":"1189694806","repostType":4,"repost":{"id":"1189694806","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":1624894784,"share":"https://www.laohu8.com/m/news/1189694806?lang=&edition=full","pubTime":"2021-06-28 23:39","market":"us","language":"zh","title":"【异动】造车新势力彻底爆发，蔚来汽车涨9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1189694806","media":"老虎资讯综合","summary":"6月28日，中概新能源车股持续走高，蔚来涨9%，理想汽车涨超7%，小鹏汽车涨超6%。","content":"<p>6月28日，中概新能源车股持续走高，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨9%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超7%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超6%。</p>\n<p><img src=\"https://static.tigerbbs.com/51155eb57192c0b7db9dad0dfa6326f3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>【异动】造车新势力彻底爆发，蔚来汽车涨9%</title>\n<style 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href=\"https://laohu8.com/S/NIO\">蔚来</a>涨9%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超7%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超6%。</p>\n<p><img src=\"https://static.tigerbbs.com/51155eb57192c0b7db9dad0dfa6326f3\" 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/1f36b37eb8e9efe8641c7be55a7da26d","relate_stocks":{"NIO":"蔚来","LI":"理想汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189694806","content_text":"6月28日，中概新能源车股持续走高，蔚来涨9%，理想汽车涨超7%，小鹏汽车涨超6%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122120443,"gmtCreate":1624605393982,"gmtModify":1703841548148,"author":{"id":"3579783453007050","authorId":"3579783453007050","name":"RomySKT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"To the moon&nbsp;","listText":"To the moon&nbsp;","text":"To the 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