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2021-05-25

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2021-05-20

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“AI打假师”1秒钟识别20个假大牌

2021-05-18

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BRIEF-Huya Inc Reports Q1 Non-GAAP Diluted Net Income Per ADS Of RMB1.10

2021-05-18

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2021-05-16

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暴跌40%！三大电商3万亿灰飞烟灭，阿里被逼囚徒困境、毁灭价值？百亿私募新星：恶性竞争，短期不会碰；景林桥水也有行动

2021-05-15

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美国两家对冲基金对阿里巴巴一家建仓、另一家卖出

2021-05-13

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There is a 'super sale' in Big Tech and other 'high-quality' stocks, says this fund manager

2021-05-13

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Dow slumps 500 points, tech stocks battered as inflation climbs to highest in 13 years

2021-05-11

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2021-05-10

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BRIEF-Pentagon Weighs Ending JEDI Cloud Project Amid Amazon Court Fight - WSJ

2021-05-10

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2021-05-07

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47家软件开发商抱团控诉“苹果税” 能否改变苹果商业模式？

2021-05-06

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2021-05-04

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UK Stocks-Factors to watch on May 4

2021-05-04

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2021-05-03

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PRESS DIGEST- New York Times business news - May 3

2021-05-03

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2021-05-03

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href=\"https://laohu8.com/S/300959\">线上线下</a>打假特征库，与打假经验聚合而成的算法技术系统——知产保护科技大脑。这套系统累积的打假图片样本量超过137亿张，相当于186个中国国家图书馆藏量。该系统能24小时自动运转，96%的疑似侵权链接，在发布上线一瞬间，就会被封杀。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13546827366/0\"/><p>图说：AI打假师识别到有售假者会通过商标涂抹来试图绕过检测</p><p>非假（化名）是<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>平台治理部线上防控假货策略的小二，他介绍，虽然电商平台已经沉淀了20年的打假经验，但难免有心怀不轨的人试图绕过鉴假体系。“我们发现很多奢侈品卖家在PC端发布的商品是正常商品，但他们会在手机端对同一个商品发布假货信息，来引诱消费者看到假货信息，试图绕过防控。”</p><p>算法专家炫谦介绍，阿里安全构建的商标库数据集，一方面通过知识产权局注册商标、新款产品发布、电商图片、脱敏后的实拍图片等数据优化AI打假师的正品logo检测能力，另一方面通过对抗鲁棒性研究来解决非法商户通过对抗手段干扰商标识别来躲避侵权问题。“我们研发的AI打假技术线上识别准确率可达95%。”</p><p>与此同时，阿里安全还联合中科院计算所、清华大学，以该数据库的logo数据为赛题目标，举办ACM MM2021安全AI挑战者计划第七期—鲁棒性标识检测挑战赛，目前赛事已吸引全球20000多支队伍参赛，尝试通过AI来识别加入自然噪声和对抗扰动后的品牌logo图像，以攻促防，提前让AI打假师“尝百草”，锤炼AI识别的稳定性，构建免疫力。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13546827364/0\"/><p>AI助力公安打击制售假团伙</p><p>AI打假师发现的线上假货线索会同步给阿里巴巴线下安全小二，配合公安完成对制售假犯罪团伙的全链路打击。</p><p>过去一年中，打假特战队使用技术协助警方全链条打击的LV等奢侈品包包假货特大案就多达6起，捣毁生产窝点10余个，抓获犯罪嫌疑人150余名，其中包括2020年8月上海警方公开过的上海青浦生产销售假冒LV注册商标商品案，该案涉案金额超亿元。线下安全小二也会将协助案件打击的经验，在AI打假师产品上做回流沉淀，构建更完善的平台知产保护体系。</p><p>阿里安全图灵实验室负责人薛晖介绍：“这个全球最大的奢侈品商标数据集将免费开放给全球科研团队，我们的最终目标是保护所有商品和商家的知识产权，希望提升AI的整体安全性。”</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“AI打假师”1秒钟识别20个假大牌</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“AI打假师”1秒钟识别20个假大牌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-20 12:55 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202105201256437b5effc6&s=b><strong>IT时报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT时报记者 孙妍人类眨眼速度有多快？0.5秒。就在你眨眼的瞬间，人工智能已经鉴别出了10个假冒大牌的商标，相当于1秒钟识别20个假冒商标。数据显示，中国境内奢侈品市场2020全年实现约48%的增长。以假乱真的“大牌”，曾让知名主播们陷入舆论风波。最近，阿里“AI打假师”升级，一个包含500多个奢侈品大类和1000多个子类商标，累计超过100万个商标数据集的全球最大奢侈品商标库在阿里安全图灵实验室...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202105201256437b5effc6&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/53c38b893b1ea0d52d5173f0c3bc05ca","relate_stocks":{"09988":"阿里巴巴-SW","QNETCN":"纳斯达克中美互联网老虎指数","BABA":"阿里巴巴"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202105201256437b5effc6&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2136947150","content_text":"IT时报记者 孙妍人类眨眼速度有多快？0.5秒。就在你眨眼的瞬间，人工智能已经鉴别出了10个假冒大牌的商标，相当于1秒钟识别20个假冒商标。数据显示，中国境内奢侈品市场2020全年实现约48%的增长。以假乱真的“大牌”，曾让知名主播们陷入舆论风波。最近，阿里“AI打假师”升级，一个包含500多个奢侈品大类和1000多个子类商标，累计超过100万个商标数据集的全球最大奢侈品商标库在阿里安全图灵实验室搭建起来。经过训练，“AI打假师”鉴别一个真假大牌商标的速度可缩短至30到50毫秒，比人类眨眼速度还快10倍。阿里技术研发团队表示，该商标库将无偿提供给全球科研团队使用，并已征集20000多支团队对“AI打假师”算法进行“攻击”，收集涵盖噪声扰动、图形模糊、商标伪造、局部涂抹等更多日常干扰商标识别的手法，进一步以技术创新保护知识产权。免费全球最大奢侈品商标数据集“AI打假师”是阿里在4月底公开推出的十大便民AI黑科技之一，其内核是通过沉淀20年来积累的海量线上线下打假特征库，与打假经验聚合而成的算法技术系统——知产保护科技大脑。这套系统累积的打假图片样本量超过137亿张，相当于186个中国国家图书馆藏量。该系统能24小时自动运转，96%的疑似侵权链接，在发布上线一瞬间，就会被封杀。图说：AI打假师识别到有售假者会通过商标涂抹来试图绕过检测非假（化名）是阿里巴巴平台治理部线上防控假货策略的小二，他介绍，虽然电商平台已经沉淀了20年的打假经验，但难免有心怀不轨的人试图绕过鉴假体系。“我们发现很多奢侈品卖家在PC端发布的商品是正常商品，但他们会在手机端对同一个商品发布假货信息，来引诱消费者看到假货信息，试图绕过防控。”算法专家炫谦介绍，阿里安全构建的商标库数据集，一方面通过知识产权局注册商标、新款产品发布、电商图片、脱敏后的实拍图片等数据优化AI打假师的正品logo检测能力，另一方面通过对抗鲁棒性研究来解决非法商户通过对抗手段干扰商标识别来躲避侵权问题。“我们研发的AI打假技术线上识别准确率可达95%。”与此同时，阿里安全还联合中科院计算所、清华大学，以该数据库的logo数据为赛题目标，举办ACM MM2021安全AI挑战者计划第七期—鲁棒性标识检测挑战赛，目前赛事已吸引全球20000多支队伍参赛，尝试通过AI来识别加入自然噪声和对抗扰动后的品牌logo图像，以攻促防，提前让AI打假师“尝百草”，锤炼AI识别的稳定性，构建免疫力。AI助力公安打击制售假团伙AI打假师发现的线上假货线索会同步给阿里巴巴线下安全小二，配合公安完成对制售假犯罪团伙的全链路打击。过去一年中，打假特战队使用技术协助警方全链条打击的LV等奢侈品包包假货特大案就多达6起，捣毁生产窝点10余个，抓获犯罪嫌疑人150余名，其中包括2020年8月上海警方公开过的上海青浦生产销售假冒LV注册商标商品案，该案涉案金额超亿元。线下安全小二也会将协助案件打击的经验，在AI打假师产品上做回流沉淀，构建更完善的平台知产保护体系。阿里安全图灵实验室负责人薛晖介绍：“这个全球最大的奢侈品商标数据集将免费开放给全球科研团队，我们的最终目标是保护所有商品和商家的知识产权，希望提升AI的整体安全性。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194078242,"gmtCreate":1621330012287,"gmtModify":1704355880795,"author":{"id":"3581159459661289","authorId":"3581159459661289","name":"Crixalis","avatar":"https://static.tigerbbs.com/db5526d70a786b8749cea4eee82ace81","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"swap comment&nbsp;","listText":"swap comment&nbsp;","text":"swap comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/194078242","repostId":"2136961979","repostType":2,"repost":{"id":"2136961979","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1621328730,"share":"https://www.laohu8.com/m/news/2136961979?lang=&edition=full","pubTime":"2021-05-18 17:05","market":"us","language":"en","title":"BRIEF-Huya Inc Reports Q1 Non-GAAP Diluted Net Income Per ADS Of RMB1.10","url":"https://stock-news.laohu8.com/highlight/detail?id=2136961979","media":"Reuters","summary":"May 18 (Reuters) - HUYA Inc   :   * REPORTS FIRST QUARTER 2021 UNAUDITED FINANCIAL RESULTS   * Q1 RE","content":"<html><body><p>May 18 (Reuters) - HUYA Inc   :</p><p>   * REPORTS FIRST QUARTER 2021 UNAUDITED FINANCIAL RESULTS</p><p>   * Q1 REVENUE RMB 2.605 BILLION VERSUS REFINITIV IBES ESTIMATE OF RMB 2.56 BILLION</p><p>   * AVERAGE MOBILE MAUS LIVE IN Q1 REACHED 75.5 MILLION VERSUS 74.7 MILLION IN Q1 2020</p><p>   * DILUTED NET INCOME PER ADS WAS RMB0.77 (US$0.12) FOR Q1 2021</p><p>   * NON-GAAP DILUTED NET INCOME PER ADS WAS RMB1.10 (US$0.17) FOR Q1 2021</p><p>   * HUYA INC    Q1 SHR VIEW CNY 0.85, REV VIEW CNY 2.56 BLN -- REFINITIV IBES DATA</p><p>Source text for Eikon:    Further company coverage:   </p><p> ((Reuters.Briefs@thomsonreuters.com;))</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>BRIEF-Huya Inc Reports Q1 Non-GAAP Diluted Net Income Per ADS Of RMB1.10</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\">\nBRIEF-Huya Inc Reports Q1 Non-GAAP Diluted Net Income Per ADS Of RMB1.10\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-05-18 17:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>May 18 (Reuters) - HUYA Inc   :</p><p>   * REPORTS FIRST QUARTER 2021 UNAUDITED FINANCIAL RESULTS</p><p>   * Q1 REVENUE RMB 2.605 BILLION VERSUS REFINITIV IBES ESTIMATE OF RMB 2.56 BILLION</p><p>   * AVERAGE MOBILE MAUS LIVE IN Q1 REACHED 75.5 MILLION VERSUS 74.7 MILLION IN Q1 2020</p><p>   * DILUTED NET INCOME PER ADS WAS RMB0.77 (US$0.12) FOR Q1 2021</p><p>   * NON-GAAP DILUTED NET INCOME PER ADS WAS RMB1.10 (US$0.17) FOR Q1 2021</p><p>   * HUYA INC    Q1 SHR VIEW CNY 0.85, REV VIEW CNY 2.56 BLN -- REFINITIV IBES DATA</p><p>Source text for Eikon:    Further company coverage:   </p><p> ((Reuters.Briefs@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HUYA":"虎牙","SANA":"Sana Biotechnology, Inc.","LABP":"Landos Biopharma, Inc.","APR":"Apria, Inc.","CGEM":"Cullinan Therapeutics","LHDX":"Lucira Health, Inc."},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2136961979","content_text":"May 18 (Reuters) - HUYA Inc   :   * REPORTS FIRST QUARTER 2021 UNAUDITED FINANCIAL RESULTS   * Q1 REVENUE RMB 2.605 BILLION VERSUS REFINITIV IBES ESTIMATE OF RMB 2.56 BILLION   * AVERAGE MOBILE MAUS LIVE IN Q1 REACHED 75.5 MILLION VERSUS 74.7 MILLION IN Q1 2020   * DILUTED NET INCOME PER ADS WAS RMB0.77 (US$0.12) FOR Q1 2021   * NON-GAAP DILUTED NET INCOME PER ADS WAS RMB1.10 (US$0.17) FOR Q1 2021   * HUYA INC    Q1 SHR VIEW CNY 0.85, REV VIEW CNY 2.56 BLN -- REFINITIV IBES DATASource text for Eikon:    Further company coverage:    ((Reuters.Briefs@thomsonreuters.com;))","news_type":1},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194071185,"gmtCreate":1621329891447,"gmtModify":1704355879617,"author":{"id":"3581159459661289","authorId":"3581159459661289","name":"Crixalis","avatar":"https://static.tigerbbs.com/db5526d70a786b8749cea4eee82ace81","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"g","listText":"g","text":"g","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/194071185","repostId":"1155029346","repostType":2,"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192833405,"gmtCreate":1621174122607,"gmtModify":1704353618383,"author":{"id":"3581159459661289","authorId":"3581159459661289","name":"Crixalis","avatar":"https://static.tigerbbs.com/db5526d70a786b8749cea4eee82ace81","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/192833405","repostId":"2135510981","repostType":2,"repost":{"id":"2135510981","pubTimestamp":1621153847,"share":"https://www.laohu8.com/m/news/2135510981?lang=&edition=full","pubTime":"2021-05-16 16:30","market":"us","language":"zh","title":"暴跌40%！三大电商3万亿灰飞烟灭，阿里被逼囚徒困境、毁灭价值？百亿私募新星：恶性竞争，短期不会碰；景林桥水也有行动","url":"https://stock-news.laohu8.com/highlight/detail?id=2135510981","media":"中国基金报","summary":"中国基金报 江右“国内电商赛道急转直下、阿里也被逼囚徒困境、这条赛道已经价值毁灭“，近日一位雪球大V、百亿私募新星犀利点评电商股。实际情况是，这两年顶级互联网巨头在电商赛道展开激烈角逐、包括社区团购大战；最近几个月，拼多多、京东、阿里这几家电商巨头，股价高位跌落，相当惨烈。究竟怎么看这些动辄万亿市值的电商巨头股，知名投资人、顶流基金经理们似乎有着不一定的态度。阿里拼多多京东股价暴跌40%：3.08","content":"<div>\n<p>中国基金报 江右“国内电商赛道急转直下、阿里也被逼囚徒困境、这条赛道已经价值毁灭“，近日一位雪球大V、百亿私募新星犀利点评电商股。实际情况是，这两年顶级互联网巨头在电商赛道展开激烈角逐、包括社区团购大战；最近几个月，拼多多、京东、阿里这几家电商巨头，股价高位跌落，相当惨烈。究竟怎么看这些动辄万亿市值的电商巨头股，知名投资人、顶流基金经理们似乎有着不一定的态度。阿里拼多多京东股价暴跌40%：3.08...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202105161637457a533b5a&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>暴跌40%！三大电商3万亿灰飞烟灭，阿里被逼囚徒困境、毁灭价值？百亿私募新星：恶性竞争，短期不会碰；景林桥水也有行动</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暴跌40%！三大电商3万亿灰飞烟灭，阿里被逼囚徒困境、毁灭价值？百亿私募新星：恶性竞争，短期不会碰；景林桥水也有行动\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-16 16:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202105161637457a533b5a&s=b><strong>中国基金报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中国基金报 江右“国内电商赛道急转直下、阿里也被逼囚徒困境、这条赛道已经价值毁灭“，近日一位雪球大V、百亿私募新星犀利点评电商股。实际情况是，这两年顶级互联网巨头在电商赛道展开激烈角逐、包括社区团购大战；最近几个月，拼多多、京东、阿里这几家电商巨头，股价高位跌落，相当惨烈。究竟怎么看这些动辄万亿市值的电商巨头股，知名投资人、顶流基金经理们似乎有着不一定的态度。阿里拼多多京东股价暴跌40%：3.08...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202105161637457a533b5a&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3032b14c2473d66d67c993a1e0a753c0","relate_stocks":{"JD":"京东","PDD":"拼多多","BABA":"阿里巴巴","TTTN":"老虎中美互联网巨头ETF","09988":"阿里巴巴-SW","09618":"京东集团-SW","CYB":"人民币ETF-WisdomTree Dreyfus","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202105161637457a533b5a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2135510981","content_text":"中国基金报 江右“国内电商赛道急转直下、阿里也被逼囚徒困境、这条赛道已经价值毁灭“，近日一位雪球大V、百亿私募新星犀利点评电商股。实际情况是，这两年顶级互联网巨头在电商赛道展开激烈角逐、包括社区团购大战；最近几个月，拼多多、京东、阿里这几家电商巨头，股价高位跌落，相当惨烈。究竟怎么看这些动辄万亿市值的电商巨头股，知名投资人、顶流基金经理们似乎有着不一定的态度。阿里拼多多京东股价暴跌40%：3.08万亿市值灰飞烟灭先来看看几张图，拼多多、京东、阿里股价走势图，3只股票从高位下来平均跌幅40.56%。从今年2月份春节后冲到高位，拼多多、京东的股价一路瀑布式下跌，短短几个月，拼多多从212.6美元，跌至如今的118.33美元。京东集团的港股也从高位的422.8港元到如今的268.2港元，美股京东从108.29美元跌至如今的68.15美元。拼多多和京东最高价下来最大跌幅分别达到47%和38%（京东美股和港股）。阿里的跌势更早就开始了，去年10月底冲高后就开始一路的下跌。阿里的美股从319.32美元跌至如今的209.51美元；港股则是从309.4港元跌至204.6港元。阿里的市值大，美股和港股的跌幅都有35%。市值方面。阿里巴巴去年10月份高位总市值8513亿美元（折合5.72万亿人民币），至今最新市值7470亿美元（3.69万亿人民币）；从今年2月份的高位至今，拼多多的市值从2512亿美元（1.62万亿人民币）跌至如今的1483亿美元（9569亿人民币），京东的市值从高位的1683亿美元（1.08万亿人民币），跌至最新的1081亿美元（6973亿人民币）。阿里、拼多多、京东三大电商巨头，高位以来市值分别缩水人民币20338亿元、6608亿人民币、3863亿元，合计蒸发3.08万亿元。不少市场人士认为，对资本无序竞争和互联网巨头垄断的管制，以及电商行业竞争格局的变化，美团、头条、快手等互联网新巨头，通过各种方式进入电商战场，包括社区团购的渗透，让电商行业格局发生了明显变化，这或许是三家电商股股价暴跌的原因。百亿私募新星：电商股已价值毁灭、短期不会碰近日，投资社区雪球大V、这几年崛起的“主动+量化”双驱动的百亿私募新星，85后的进化论资产王一平，颇为犀利地对电商股的现状进行了点评。王一平表示，国内的电商赛道急转直下。现在是高投入，低产出，没有终局。阿里也被逼的囚徒困境，一起烧钱。但是这条赛道实际已经价值毁灭了。随着时间的推演，6家以上的公司恶性竞争，时间不再是电商的朋友，已经无法形成可以沉淀的壁垒，更像是不堪重负的烧钱机器。在阿里、京东、拼多多三大电商之外，目前至少还有美团、今日头条、快手等通过外卖平台、直播带货等各种方式进入电商领域，而前段时间社区团购更是各类互联网群雄逐鹿，社区团购也在向电商渗透。王一平表示，大家（互联网巨头）效率和模式都各有优势，没有绝对领先的效率模式，烧钱的探索会持续很久，利润起来的时间会被拉长。而领头的老大阿里有点囚徒困境，因为追求利润不竞争原有地盘会被蚕食，但是参与竞争就意味着利润大幅度减少，但是起码可能资本市场可以给估值。王一平认为，阿里也下场烧钱的话，那大家可能都没有高估值了。在王一平看来，连（行业）老大都受不了这种玩法了，电商竞争太激烈，一般来说6家以上头部公司的竞争很难有好的商业格局。2-3家还比较容易形成好的商业格局（寡头垄断），介于二者之间就要看具体情况了。王一平表示，后面可能还是要有差异化的市场才有立足之地。短期不太看得到赢家，还是选择回避。千亿顶流基金经理张坤：易方达亚洲精选买京东阿里买满格值得注意的是，千亿顶流公募基金经理张坤，旗下的易方达亚洲精选（QDII基金），随着一季度基金份额增加，还在继续加码京东和阿里的股票，美股和港股都买，并且买到10%的基金持仓上限。从一季度末易方达亚洲精选前十大重仓股来看，持仓京东集团港股6.06%、美股4.57%，合计持有京东达10.63%；持有阿里巴巴港股5.66%、美股4.44%，合计持有阿里10.1%。并且都较去年末持股数大举增加。对于持仓超10%上限，该基金表示属于被动超标。张坤在一季报中表示，判断周期性的顶部和底部几乎是不可能的，而相对可行的是，不断审视我们组合中的公司长期创造自由现金流的能力有没有受损，如果没有，只要内在价值能够稳步提升，股价运行中枢提升就是迟早的事情。不过，与张坤管理的易方达蓝筹精选、易方达中小盘相比，易方达亚洲精选的业绩并不太好。易方达亚洲精选今年以来净值下跌10.67%，张坤从2014年4月任职以来，年化回报为8.12%。不过在蓝筹精选和中小盘暂停大额申购和申购后，开放申购的易方达亚洲精选的份额今年一季度还是大幅增长了，从7.44亿猛增至20.49亿份。由于阿里、京东尚未纳入港股通，目前880亿规模的易方达蓝筹精选买入。景林大举减持拼多多，不过仍是第二大重仓在港股出炉的千亿私募巨头景林资产的美股持仓当中，去年四季度大举增持拼多多后，今年一季度又猛烈进行了减持，不过拼多多仍是在该机构在美股市场的第二大重仓。此外，景林略微增持了京东。一季报显示，景林资产在美股的重仓股中，一季度减持拼多多近378万股至261.8万股，季末持有市值3.5亿美元，拼多多也从景林资产的第一重仓股掉落至第二重仓股。桥水也在大举减持阿里拼多多和京东国际知名对冲基金桥水基金，一季度也大举减持了阿里拼多多和京东。截至一季度末，桥水基金持有的大量中概股总体持仓方向为减持，如重仓持有的阿里巴巴、拼多多、京东、百度和蔚来均出现减持，这些公司今年一季度波动较大，加仓陆金所、贝壳、新东方、百济神州等。编辑：小茉基金圈炸锅！暴赚375.52%，超越刘彦春、张坤两大顶流，首位五年期女冠军基金经理来了！又一次见证历史","news_type":1},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196136783,"gmtCreate":1621035434142,"gmtModify":1704352145895,"author":{"id":"3581159459661289","authorId":"3581159459661289","name":"Crixalis","avatar":"https://static.tigerbbs.com/db5526d70a786b8749cea4eee82ace81","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/196136783","repostId":"2135988484","repostType":2,"repost":{"id":"2135988484","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1621034479,"share":"https://www.laohu8.com/m/news/2135988484?lang=&edition=full","pubTime":"2021-05-15 07:21","market":"hk","language":"zh","title":"美国两家对冲基金对阿里巴巴一家建仓、另一家卖出","url":"https://stock-news.laohu8.com/highlight/detail?id=2135988484","media":"Reuters","summary":"路透波士顿5月14日 - 根据监管资料显示，今年初美国两家知名的维权对冲基金Third Point LLC和Sachem Head Capital Management都对同样的公司进行了交易，但究竟是该持有还是卖出，它们的看法却迥然不同。根据一份文件，由Scott Ferguson执掌的Third Point LLC新买入了中国电商巨头阿里巴巴  ，该基金共买入60.5万股，成为其截至2021年3月31日的最大持股之一。而在维权投资人洛布执掌的Third Point，资产组合经理则出清阿里巴巴仓位，卖出140万股。Third Point自2020年第二季以来一直持有阿里巴巴股票。","content":"<p>路透波士顿5月14日 - 根据监管资料显示，今年初美国两家知名的维权对冲基金Third Point LLC和Sachem Head Capital Management都对同样的公司进行了交易，但究竟是该持有还是卖出，它们的看法却迥然不同。</p>\n<p>根据一份文件，由Scott Ferguson执掌的Third Point LLC新买入了中国电商巨头<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> ，该基金共买入60.5万股，成为其截至2021年3月31日的最大持股之一。</p>\n<p>而在维权投资人洛布(Dan Loeb)执掌的Third Point，资产组合经理则出清阿里巴巴仓位，卖出140万股。Third Point自2020年第二季以来一直持有阿里巴巴股票。(完)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国两家对冲基金对阿里巴巴一家建仓、另一家卖出</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国两家对冲基金对阿里巴巴一家建仓、另一家卖出\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-05-15 07:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>路透波士顿5月14日 - 根据监管资料显示，今年初美国两家知名的维权对冲基金Third Point LLC和Sachem Head Capital Management都对同样的公司进行了交易，但究竟是该持有还是卖出，它们的看法却迥然不同。</p>\n<p>根据一份文件，由Scott Ferguson执掌的Third Point LLC新买入了中国电商巨头<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> ，该基金共买入60.5万股，成为其截至2021年3月31日的最大持股之一。</p>\n<p>而在维权投资人洛布(Dan Loeb)执掌的Third Point，资产组合经理则出清阿里巴巴仓位，卖出140万股。Third Point自2020年第二季以来一直持有阿里巴巴股票。(完)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d332b67478d1764541708340cabd20a8","relate_stocks":{"SYF":"Synchrony Financial","PRCH":"Porch Group, Inc.","IFF":"国际香料香精","QNETCN":"纳斯达克中美互联网老虎指数","BABA":"阿里巴巴","09988":"阿里巴巴-SW","DD":"杜邦"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2135988484","content_text":"路透波士顿5月14日 - 根据监管资料显示，今年初美国两家知名的维权对冲基金Third Point LLC和Sachem Head Capital Management都对同样的公司进行了交易，但究竟是该持有还是卖出，它们的看法却迥然不同。\n根据一份文件，由Scott Ferguson执掌的Third Point LLC新买入了中国电商巨头阿里巴巴 ，该基金共买入60.5万股，成为其截至2021年3月31日的最大持股之一。\n而在维权投资人洛布(Dan Loeb)执掌的Third Point，资产组合经理则出清阿里巴巴仓位，卖出140万股。Third Point自2020年第二季以来一直持有阿里巴巴股票。(完)","news_type":1},"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191897634,"gmtCreate":1620868118628,"gmtModify":1704349517472,"author":{"id":"3581159459661289","authorId":"3581159459661289","name":"Crixalis","avatar":"https://static.tigerbbs.com/db5526d70a786b8749cea4eee82ace81","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"swap like comment ?","listText":"swap like comment ?","text":"swap like comment ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/191897634","repostId":"2135648956","repostType":2,"repost":{"id":"2135648956","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1620867540,"share":"https://www.laohu8.com/m/news/2135648956?lang=&edition=full","pubTime":"2021-05-13 08:59","market":"us","language":"en","title":"There is a 'super sale' in Big Tech and other 'high-quality' stocks, says this fund manager","url":"https://stock-news.laohu8.com/highlight/detail?id=2135648956","media":"Dow Jones","summary":"Here are some of the 'undervalued, high-quality companies' that Applied Finance likes.Applied Financ","content":"<p>Here are some of the 'undervalued, high-quality companies' that Applied Finance likes.</p><p>Applied Finance Capital Management, an asset manager rooted in research on company valuations, has spotted attractive buying opportunities in the stock market, including some big technology companies, according to <a href=\"https://laohu8.com/S/AONE\">one</a> of its founders.</p><p>\"Undervalued, high-quality companies are on a super sale right now,\" Rafael Resendes, who co-founded Applied Finance in 1995, said in a Tuesday phone interview. His stock picks include tech giants Apple Inc., Microsoft Corp., <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc., as well as discount stores operator Walmart Inc .</p><p>In his search for \"intrinsic value,\" Resendes says he is not after companies that appear cheap based on measures, such as price-to-book. Instead, Applied Finance makes projections about a company's profitability in part by treating research and development as an investment, rather than an expense, as done under traditional accounting rules, according to the co-founder.</p><p>U.S. stocks have been falling  this week, with losses of the tech-laden Nasdaq Composite Index  exceeding declines posted by the S&amp;P 500  and the Dow Jones Industrial Average . But while many investors have grown concerned about stretched valuations in tech stocks, Resendes says his models show growth companies have begun to look attractive this year.</p><p>He now sees a \"tug of war\" of opportunities in growth versus value, but says Applied Finance doesn't have \"a dog in the race\" between the two investment styles. \"We're always looking for what the undervalued stocks are,\" he said.</p><p>Growth stocks have been trailing growth equities in 2021, a switch after outperforming for years. The Russell 1000 Growth index  has gained 1.4% this year through Wednesday, trounced by a 14.1% rise for the Russell 1000 Value index , according to FactSet data.</p><p>\"We differ from probably the vast majority of people in that we don't think value is necessarily that attractive,\" he said. \"We think the easy money in value was made starting last August.\"</p><p>Some tech names Resendes likes have mixed performances so far in 2021. Shares of Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> tumbled about 7.5% this year through Wednesday, while Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> was up 7.5% and Facebook (FB) gained 10.8%.</p><p>That compares with a Nasdaq COMP (#phrase-company?ref=COMPANY%7CCOMP;onlineSignificance=passing-mention) gain of just 1.1% for the year through Wednesday's close, trailing an 8.2% gain for the S&amp;P 500 and the Dow's 9.7% rise.</p><p>Big tech names may be a bit more \"controversial\" in terms of buying opportunities as other investors have expressed concerns that their valuations are too high, according to Resendes. But he sees \"a big runway for these stocks.\"</p><p>The firm's mutual funds Applied Finance Select Fund, Applied Finance Explorer Fund and Applied Finance Core Fund are up double-digits this year, according to FactSet data.</p><p>The Select Fund , which invests in large-cap stocks, was up 16.5% at last check for the year, FactSet data show. The Explorer Fund , focused on small and midsize companies, gained 26.1% over the same stretch, while the Core Fund , which primarily targets large-cap companies, was up 16.4%.</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>There is a 'super sale' in Big Tech and other 'high-quality' stocks, says this fund manager</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\">\nThere is a 'super sale' in Big Tech and other 'high-quality' stocks, says this fund manager\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-05-13 08:59</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Here are some of the 'undervalued, high-quality companies' that Applied Finance likes.</p><p>Applied Finance Capital Management, an asset manager rooted in research on company valuations, has spotted attractive buying opportunities in the stock market, including some big technology companies, according to <a href=\"https://laohu8.com/S/AONE\">one</a> of its founders.</p><p>\"Undervalued, high-quality companies are on a super sale right now,\" Rafael Resendes, who co-founded Applied Finance in 1995, said in a Tuesday phone interview. His stock picks include tech giants Apple Inc., Microsoft Corp., <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc., as well as discount stores operator Walmart Inc .</p><p>In his search for \"intrinsic value,\" Resendes says he is not after companies that appear cheap based on measures, such as price-to-book. Instead, Applied Finance makes projections about a company's profitability in part by treating research and development as an investment, rather than an expense, as done under traditional accounting rules, according to the co-founder.</p><p>U.S. stocks have been falling  this week, with losses of the tech-laden Nasdaq Composite Index  exceeding declines posted by the S&amp;P 500  and the Dow Jones Industrial Average . But while many investors have grown concerned about stretched valuations in tech stocks, Resendes says his models show growth companies have begun to look attractive this year.</p><p>He now sees a \"tug of war\" of opportunities in growth versus value, but says Applied Finance doesn't have \"a dog in the race\" between the two investment styles. \"We're always looking for what the undervalued stocks are,\" he said.</p><p>Growth stocks have been trailing growth equities in 2021, a switch after outperforming for years. The Russell 1000 Growth index  has gained 1.4% this year through Wednesday, trounced by a 14.1% rise for the Russell 1000 Value index , according to FactSet data.</p><p>\"We differ from probably the vast majority of people in that we don't think value is necessarily that attractive,\" he said. \"We think the easy money in value was made starting last August.\"</p><p>Some tech names Resendes likes have mixed performances so far in 2021. Shares of Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> tumbled about 7.5% this year through Wednesday, while Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> was up 7.5% and Facebook (FB) gained 10.8%.</p><p>That compares with a Nasdaq COMP (#phrase-company?ref=COMPANY%7CCOMP;onlineSignificance=passing-mention) gain of just 1.1% for the year through Wednesday's close, trailing an 8.2% gain for the S&amp;P 500 and the Dow's 9.7% rise.</p><p>Big tech names may be a bit more \"controversial\" in terms of buying opportunities as other investors have expressed concerns that their valuations are too high, according to Resendes. But he sees \"a big runway for these stocks.\"</p><p>The firm's mutual funds Applied Finance Select Fund, Applied Finance Explorer Fund and Applied Finance Core Fund are up double-digits this year, according to FactSet data.</p><p>The Select Fund , which invests in large-cap stocks, was up 16.5% at last check for the year, FactSet data show. The Explorer Fund , focused on small and midsize companies, gained 26.1% over the same stretch, while the Core Fund , which primarily targets large-cap companies, was up 16.4%.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09086":"华夏纳指-U","03086":"华夏纳指","MSFT":"微软"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2135648956","content_text":"Here are some of the 'undervalued, high-quality companies' that Applied Finance likes.Applied Finance Capital Management, an asset manager rooted in research on company valuations, has spotted attractive buying opportunities in the stock market, including some big technology companies, according to one of its founders.\"Undervalued, high-quality companies are on a super sale right now,\" Rafael Resendes, who co-founded Applied Finance in 1995, said in a Tuesday phone interview. His stock picks include tech giants Apple Inc., Microsoft Corp., Facebook Inc., as well as discount stores operator Walmart Inc .In his search for \"intrinsic value,\" Resendes says he is not after companies that appear cheap based on measures, such as price-to-book. Instead, Applied Finance makes projections about a company's profitability in part by treating research and development as an investment, rather than an expense, as done under traditional accounting rules, according to the co-founder.U.S. stocks have been falling  this week, with losses of the tech-laden Nasdaq Composite Index  exceeding declines posted by the S&P 500  and the Dow Jones Industrial Average . But while many investors have grown concerned about stretched valuations in tech stocks, Resendes says his models show growth companies have begun to look attractive this year.He now sees a \"tug of war\" of opportunities in growth versus value, but says Applied Finance doesn't have \"a dog in the race\" between the two investment styles. \"We're always looking for what the undervalued stocks are,\" he said.Growth stocks have been trailing growth equities in 2021, a switch after outperforming for years. The Russell 1000 Growth index  has gained 1.4% this year through Wednesday, trounced by a 14.1% rise for the Russell 1000 Value index , according to FactSet data.\"We differ from probably the vast majority of people in that we don't think value is necessarily that attractive,\" he said. \"We think the easy money in value was made starting last August.\"Some tech names Resendes likes have mixed performances so far in 2021. Shares of Apple $(AAPL)$ tumbled about 7.5% this year through Wednesday, while Microsoft $(MSFT)$ was up 7.5% and Facebook (FB) gained 10.8%.That compares with a Nasdaq COMP (#phrase-company?ref=COMPANY%7CCOMP;onlineSignificance=passing-mention) gain of just 1.1% for the year through Wednesday's close, trailing an 8.2% gain for the S&P 500 and the Dow's 9.7% rise.Big tech names may be a bit more \"controversial\" in terms of buying opportunities as other investors have expressed concerns that their valuations are too high, according to Resendes. But he sees \"a big runway for these stocks.\"The firm's mutual funds Applied Finance Select Fund, Applied Finance Explorer Fund and Applied Finance Core Fund are up double-digits this year, according to FactSet data.The Select Fund , which invests in large-cap stocks, was up 16.5% at last check for the year, FactSet data show. The Explorer Fund , focused on small and midsize companies, gained 26.1% over the same stretch, while the Core Fund , which primarily targets large-cap companies, was up 16.4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191333891,"gmtCreate":1620845492313,"gmtModify":1704349250787,"author":{"id":"3581159459661289","authorId":"3581159459661289","name":"Crixalis","avatar":"https://static.tigerbbs.com/db5526d70a786b8749cea4eee82ace81","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"swap comment and like ?","listText":"swap comment and like ?","text":"swap comment and like ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/191333891","repostId":"2135361753","repostType":2,"repost":{"id":"2135361753","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1620844740,"share":"https://www.laohu8.com/m/news/2135361753?lang=&edition=full","pubTime":"2021-05-13 02:39","market":"hk","language":"en","title":"Dow slumps 500 points, tech stocks battered as inflation climbs to highest in 13 years","url":"https://stock-news.laohu8.com/highlight/detail?id=2135361753","media":"Dow Jones","summary":"MW Dow slumps 500 points, tech stocks battered as inflation climbs to highest in 13 years\n\n\n  By Mar","content":"<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Dow slumps 500 points, tech stocks battered as inflation climbs to highest in 13 years\n</p>\n<p>\n  By Mark DeCambre and Joy Wiltermuth \n</p>\n<p>\n  U.S. stock indexes fell sharply Wednesday, after a reading on inflation for the year to April climbed 4.2%, the highest rate in about 13 years, reigniting fears that the Federal Reserve may need to dial back its easy money policies earlier than expected. \n</p>\n<p>\n  Trading on Wednesday was punctuated by heavy selling in technology shares and comes after the Dow Jones Industrial Average suffered its biggest <a href=\"https://laohu8.com/S/AONE\">one</a>-day fall since late February on Monday. \n</p>\n<p>\n  What are major indexes doing? \n</p>\n<p>\n  On Tuesday , the Nasdaq Composite bounced back from an intraday fall of more than 2% to end slightly lower as tech shares rebounded from an initial rout. But the broader market struggled to recover, with the Dow finishing 473.66 points lower, 1.4%, for its biggest <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day percentage drop since Feb. 26. The S&amp;P 500 lost 0.9%. \n</p>\n<p>\n  What's driving the market? \n</p>\n<p>\n  Stocks headed sharply lower as inflation jitters percolated again, following a report showing U.S. inflation in the year to April  rose at its fastest pace in about 13 years, amid the recovery from the COVID pandemic. \n</p>\n<p>\n  \"Inflation destroys wealth. Period,\" said Patrick Leary, head of trading at Incapital, in an interview with MarketWatch. \"We see inflation showing up in markets. If it's indeed transitory, markets can live with it. But if it's not transitory, that's when it is going to become troubling for stocks.\" \n</p>\n<p>\n  The U.S. consumer-price index rose  4.2% from a year ago, compared with average economists estimates surveyed by Econoday for a 3.6% increase. The month-over-month rise was 0.8%, versus a forecast for a rise of 0.2%. Overall, the rise was showed the fastest rate of climb since September 2008. \n</p>\n<p>\n  Excluding volatile food and energy prices, the core CPI reading increased 3% from the same period in 2020, compared with expectations for 2.3% for the year. \n</p>\n<p>\n  U.S. gasoline  prices also topped $3 a gallon  Wednesday for the first time in more than six years, pushing higher as the government and operators of the Colonial Pipeline looked to address fuel bottlenecks sparked by a cyberattack that at least temporarily hamstrung a key artery for fuel transport in the U.S. \n</p>\n<p>\n  Transportation Secretary Pete Buttigieg said the administration understands Americans' concerns. \"We've seen that in a lot of the impacted geographies that this is a real issue, and that's one of the reasons why we've been working with every lever of government that's available,\" Buttigieg added. \n</p>\n<p>\n  Read: What is the Jones Act? And why might waiving it help ease East Coast gas 'supply crunch'?  \n</p>\n<p>\n  In afternoon trade, the  S&amp;P 500's energy sector was up less than 1% amid a sea of red in other sectors, while technology stocks were down 2.8%. \n</p>\n<p>\n  Mark Stoeckle, chief executive officer at Adams Funds, attributed some of the recent selling to concerns around inflation and potentially higher interest rates, but also to falling technology stocks that have been \"high growth, but without any earnings\" that had gone parabolic. \n</p>\n<p>\n  \"People can bash Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>, <a href=\"https://laohu8.com/S/FB\">Facebook</a> (FB) and Google <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> all they want, but at the end of the day, they are generating just gobs of free cash flow and delivering on earnings,\" he told MarketWatch \n</p>\n<p>\n  \"In some respects, you could say: what did you expect?\" \n</p>\n<p>\n  Also Wednesday, Fed No. 2 Richard Clarida said he was \"surprised\"  by the April inflation data. But in prepared remarks, he indicated that he was more worried about the health of the U.S. labor market than high inflation. \n</p>\n<p>\n  \"The near-term outlook for the labor market appears to be more uncertain than the outlook for activity,\" Clarida said, at the start of a discussion of the outlook with the National Association for Business Economics. \n</p>\n<p>\n  -Mark DeCambre; 415-439-6400; AskNewswires@dowjones.com \n</p>\n<p>\n  Which companies are in focus? \n</p>\n<p>\n  How are other assets faring? \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  May 12, 2021 14:39 ET (18:39 GMT)\n</p>\n<p>\n  Copyright (c) 2021 Dow Jones &amp; Company, Inc.\n</p>\n</font></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dow slumps 500 points, tech stocks battered as inflation climbs to highest in 13 years</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\">\nDow slumps 500 points, tech stocks battered as inflation climbs to highest in 13 years\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-05-13 02:39</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Dow slumps 500 points, tech stocks battered as inflation climbs to highest in 13 years\n</p>\n<p>\n  By Mark DeCambre and Joy Wiltermuth \n</p>\n<p>\n  U.S. stock indexes fell sharply Wednesday, after a reading on inflation for the year to April climbed 4.2%, the highest rate in about 13 years, reigniting fears that the Federal Reserve may need to dial back its easy money policies earlier than expected. \n</p>\n<p>\n  Trading on Wednesday was punctuated by heavy selling in technology shares and comes after the Dow Jones Industrial Average suffered its biggest <a href=\"https://laohu8.com/S/AONE\">one</a>-day fall since late February on Monday. \n</p>\n<p>\n  What are major indexes doing? \n</p>\n<p>\n  On Tuesday , the Nasdaq Composite bounced back from an intraday fall of more than 2% to end slightly lower as tech shares rebounded from an initial rout. But the broader market struggled to recover, with the Dow finishing 473.66 points lower, 1.4%, for its biggest <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day percentage drop since Feb. 26. The S&amp;P 500 lost 0.9%. \n</p>\n<p>\n  What's driving the market? \n</p>\n<p>\n  Stocks headed sharply lower as inflation jitters percolated again, following a report showing U.S. inflation in the year to April  rose at its fastest pace in about 13 years, amid the recovery from the COVID pandemic. \n</p>\n<p>\n  \"Inflation destroys wealth. Period,\" said Patrick Leary, head of trading at Incapital, in an interview with MarketWatch. \"We see inflation showing up in markets. If it's indeed transitory, markets can live with it. But if it's not transitory, that's when it is going to become troubling for stocks.\" \n</p>\n<p>\n  The U.S. consumer-price index rose  4.2% from a year ago, compared with average economists estimates surveyed by Econoday for a 3.6% increase. The month-over-month rise was 0.8%, versus a forecast for a rise of 0.2%. Overall, the rise was showed the fastest rate of climb since September 2008. \n</p>\n<p>\n  Excluding volatile food and energy prices, the core CPI reading increased 3% from the same period in 2020, compared with expectations for 2.3% for the year. \n</p>\n<p>\n  U.S. gasoline  prices also topped $3 a gallon  Wednesday for the first time in more than six years, pushing higher as the government and operators of the Colonial Pipeline looked to address fuel bottlenecks sparked by a cyberattack that at least temporarily hamstrung a key artery for fuel transport in the U.S. \n</p>\n<p>\n  Transportation Secretary Pete Buttigieg said the administration understands Americans' concerns. \"We've seen that in a lot of the impacted geographies that this is a real issue, and that's one of the reasons why we've been working with every lever of government that's available,\" Buttigieg added. \n</p>\n<p>\n  Read: What is the Jones Act? And why might waiving it help ease East Coast gas 'supply crunch'?  \n</p>\n<p>\n  In afternoon trade, the  S&amp;P 500's energy sector was up less than 1% amid a sea of red in other sectors, while technology stocks were down 2.8%. \n</p>\n<p>\n  Mark Stoeckle, chief executive officer at Adams Funds, attributed some of the recent selling to concerns around inflation and potentially higher interest rates, but also to falling technology stocks that have been \"high growth, but without any earnings\" that had gone parabolic. \n</p>\n<p>\n  \"People can bash Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>, <a href=\"https://laohu8.com/S/FB\">Facebook</a> (FB) and Google <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> all they want, but at the end of the day, they are generating just gobs of free cash flow and delivering on earnings,\" he told MarketWatch \n</p>\n<p>\n  \"In some respects, you could say: what did you expect?\" \n</p>\n<p>\n  Also Wednesday, Fed No. 2 Richard Clarida said he was \"surprised\"  by the April inflation data. But in prepared remarks, he indicated that he was more worried about the health of the U.S. labor market than high inflation. \n</p>\n<p>\n  \"The near-term outlook for the labor market appears to be more uncertain than the outlook for activity,\" Clarida said, at the start of a discussion of the outlook with the National Association for Business Economics. \n</p>\n<p>\n  -Mark DeCambre; 415-439-6400; AskNewswires@dowjones.com \n</p>\n<p>\n  Which companies are in focus? \n</p>\n<p>\n  How are other assets faring? \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  May 12, 2021 14:39 ET (18:39 GMT)\n</p>\n<p>\n  Copyright (c) 2021 Dow Jones &amp; Company, Inc.\n</p>\n</font></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09086":"华夏纳指-U","GLBE":"Global-E Online Ltd.","GOOG":"谷歌","QNETCN":"纳斯达克中美互联网老虎指数","03086":"华夏纳指","GOOGL":"谷歌A","AAPL":"苹果","DPZ":"达美乐比萨"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2135361753","content_text":"MW Dow slumps 500 points, tech stocks battered as inflation climbs to highest in 13 years\n\n\n  By Mark DeCambre and Joy Wiltermuth \n\n\n  U.S. stock indexes fell sharply Wednesday, after a reading on inflation for the year to April climbed 4.2%, the highest rate in about 13 years, reigniting fears that the Federal Reserve may need to dial back its easy money policies earlier than expected. \n\n\n  Trading on Wednesday was punctuated by heavy selling in technology shares and comes after the Dow Jones Industrial Average suffered its biggest one-day fall since late February on Monday. \n\n\n  What are major indexes doing? \n\n\n  On Tuesday , the Nasdaq Composite bounced back from an intraday fall of more than 2% to end slightly lower as tech shares rebounded from an initial rout. But the broader market struggled to recover, with the Dow finishing 473.66 points lower, 1.4%, for its biggest one-day percentage drop since Feb. 26. The S&P 500 lost 0.9%. \n\n\n  What's driving the market? \n\n\n  Stocks headed sharply lower as inflation jitters percolated again, following a report showing U.S. inflation in the year to April  rose at its fastest pace in about 13 years, amid the recovery from the COVID pandemic. \n\n\n  \"Inflation destroys wealth. Period,\" said Patrick Leary, head of trading at Incapital, in an interview with MarketWatch. \"We see inflation showing up in markets. If it's indeed transitory, markets can live with it. But if it's not transitory, that's when it is going to become troubling for stocks.\" \n\n\n  The U.S. consumer-price index rose  4.2% from a year ago, compared with average economists estimates surveyed by Econoday for a 3.6% increase. The month-over-month rise was 0.8%, versus a forecast for a rise of 0.2%. Overall, the rise was showed the fastest rate of climb since September 2008. \n\n\n  Excluding volatile food and energy prices, the core CPI reading increased 3% from the same period in 2020, compared with expectations for 2.3% for the year. \n\n\n  U.S. gasoline  prices also topped $3 a gallon  Wednesday for the first time in more than six years, pushing higher as the government and operators of the Colonial Pipeline looked to address fuel bottlenecks sparked by a cyberattack that at least temporarily hamstrung a key artery for fuel transport in the U.S. \n\n\n  Transportation Secretary Pete Buttigieg said the administration understands Americans' concerns. \"We've seen that in a lot of the impacted geographies that this is a real issue, and that's one of the reasons why we've been working with every lever of government that's available,\" Buttigieg added. \n\n\n  Read: What is the Jones Act? And why might waiving it help ease East Coast gas 'supply crunch'?  \n\n\n  In afternoon trade, the  S&P 500's energy sector was up less than 1% amid a sea of red in other sectors, while technology stocks were down 2.8%. \n\n\n  Mark Stoeckle, chief executive officer at Adams Funds, attributed some of the recent selling to concerns around inflation and potentially higher interest rates, but also to falling technology stocks that have been \"high growth, but without any earnings\" that had gone parabolic. \n\n\n  \"People can bash Apple $(AAPL)$, Facebook (FB) and Google $(GOOGL)$ all they want, but at the end of the day, they are generating just gobs of free cash flow and delivering on earnings,\" he told MarketWatch \n\n\n  \"In some respects, you could say: what did you expect?\" \n\n\n  Also Wednesday, Fed No. 2 Richard Clarida said he was \"surprised\"  by the April inflation data. But in prepared remarks, he indicated that he was more worried about the health of the U.S. labor market than high inflation. \n\n\n  \"The near-term outlook for the labor market appears to be more uncertain than the outlook for activity,\" Clarida said, at the start of a discussion of the outlook with the National Association for Business Economics. \n\n\n  -Mark DeCambre; 415-439-6400; AskNewswires@dowjones.com \n\n\n  Which companies are in focus? \n\n\n  How are other assets faring? \n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n  May 12, 2021 14:39 ET (18:39 GMT)\n\n\n  Copyright (c) 2021 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199563220,"gmtCreate":1620719171460,"gmtModify":1704347256584,"author":{"id":"3581159459661289","authorId":"3581159459661289","name":"Crixalis","avatar":"https://static.tigerbbs.com/db5526d70a786b8749cea4eee82ace81","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"swap like comment?","listText":"swap like comment?","text":"swap like comment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/199563220","repostId":"2134668218","repostType":2,"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190574075,"gmtCreate":1620639487497,"gmtModify":1704345943524,"author":{"id":"3581159459661289","authorId":"3581159459661289","name":"Crixalis","avatar":"https://static.tigerbbs.com/db5526d70a786b8749cea4eee82ace81","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"swap like comment?","listText":"swap like comment?","text":"swap like comment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190574075","repostId":"2134635139","repostType":2,"repost":{"id":"2134635139","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1620639242,"share":"https://www.laohu8.com/m/news/2134635139?lang=&edition=full","pubTime":"2021-05-10 17:34","market":"us","language":"en","title":"BRIEF-Pentagon Weighs Ending JEDI Cloud Project Amid Amazon Court Fight - WSJ","url":"https://stock-news.laohu8.com/highlight/detail?id=2134635139","media":"Reuters","summary":"May 10 (Reuters) -    * PENTAGON WEIGHS ENDING JEDI CLOUD PROJECT AMID AMAZON COURT FIGHT - WSJSourc","content":"<html><body><p>May 10 (Reuters) - </p><p>   * PENTAGON WEIGHS ENDING JEDI CLOUD PROJECT AMID AMAZON COURT FIGHT - WSJ</p><p>Source text:  Further company coverage:   </p><p> ((Reuters.Briefs@thomsonreuters.com;))</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>BRIEF-Pentagon Weighs Ending JEDI Cloud Project Amid Amazon Court Fight - WSJ</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\">\nBRIEF-Pentagon Weighs Ending JEDI Cloud Project Amid Amazon Court Fight - WSJ\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-05-10 17:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>May 10 (Reuters) - </p><p>   * PENTAGON WEIGHS ENDING JEDI CLOUD PROJECT AMID AMAZON COURT FIGHT - WSJ</p><p>Source text:  Further company coverage:   </p><p> ((Reuters.Briefs@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","MSFT":"微软","AMZN":"亚马逊","09086":"华夏纳指-U","03086":"华夏纳指"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2134635139","content_text":"May 10 (Reuters) -    * PENTAGON WEIGHS ENDING JEDI CLOUD PROJECT AMID AMAZON COURT FIGHT - WSJSource text:  Further company coverage:    ((Reuters.Briefs@thomsonreuters.com;))","news_type":1},"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190971954,"gmtCreate":1620577263478,"gmtModify":1704345120389,"author":{"id":"3581159459661289","authorId":"3581159459661289","name":"Crixalis","avatar":"https://static.tigerbbs.com/db5526d70a786b8749cea4eee82ace81","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"swap like comment ?","listText":"swap like comment ?","text":"swap like comment ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190971954","repostId":"2134168672","repostType":2,"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":105701430,"gmtCreate":1620330808320,"gmtModify":1704342015517,"author":{"id":"3581159459661289","authorId":"3581159459661289","name":"Crixalis","avatar":"https://static.tigerbbs.com/db5526d70a786b8749cea4eee82ace81","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"swap comment like?","listText":"swap comment like?","text":"swap comment like?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/105701430","repostId":"2133919575","repostType":2,"repost":{"id":"2133919575","pubTimestamp":1620320520,"share":"https://www.laohu8.com/m/news/2133919575?lang=&edition=full","pubTime":"2021-05-07 01:02","market":"hk","language":"zh","title":"47家软件开发商抱团控诉“苹果税” 能否改变苹果商业模式？","url":"https://stock-news.laohu8.com/highlight/detail?id=2133919575","media":"证券日报","summary":"时隔两年，瑞典音乐流媒体公司Spotify对苹果的垄断指控终于有了实质性进展。当地时间4月30日，欧盟正式对苹果发起反垄断诉讼，这是欧盟第一次以反垄断之名指控苹果，若苹果败诉，将要缴纳最高年营收10%...","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.AAPL&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p>　　时隔两年，瑞典音乐流媒体公司Spotify对<span><a href=\"https://laohu8.com/S/AAPL\">苹果</a></span><span></span>的垄断指控终于有了实质性进展。当地时间4月30日，欧盟正式对<span href=\"http://quote.eastmoney.com/unify/r/105.AAPL\" target=\"_blank\" web=\"1\">苹果</span>发起反垄断诉讼，这是欧盟第一次以反垄断之名指控<span href=\"http://quote.eastmoney.com/unify/r/105.AAPL\" target=\"_blank\" web=\"1\">苹果</span>，若苹果败诉，将要缴纳最高年营收10%的罚款，以2020年2745.15亿美元的营收计算，金额或高达274.5亿美元。</p><div></div>\n<p>　　近年来，关于苹果垄断的控诉不曾间断，5月3日，热门游戏《堡垒之夜》开发商Epic Games对苹果垄断的诉讼案开庭。Epic认为，苹果垄断了iOS应用程序的分发和内购支付渠道。在庭审现场，Epic的律师以汽车为例，称假如iPhone是一辆汽车，那苹果也不该抽取车主油费的30%作为佣金。</p>\n<p>　　达睿咨询创始人马继华在接受《证券日报》记者采访时表示：“如果苹果被欧盟认定垄断，将成为其他国家跟进(反垄断)的‘<span><a href=\"https://laohu8.com/S/300803\">指南针</a></span><span></span>’，事实上，欧盟对美国互联网科技巨头的反垄断处罚从不手软，苹果在欧洲被罚款几乎是板上钉钉，只是金额大小问题。”</p>\n<p>　　<strong>软件开发商苦“苹果税”久已</strong></p>\n<p>　　欧盟此次对苹果的反垄断指控，源起Spotify投诉App Store.2019年，Spotify向欧盟委员会投诉苹果，主要控诉包括两点：第一，苹果利用市场主导地位，限制对手妨碍市场公平竞争，具体表现是苹果更偏向自带的音乐流媒体服务Apple Music；第二，苹果移动终端iPhone和iPad的应用商店(App Store)运营成本中，对APP开发商收取高达30%的佣金，以致其竞争力被削弱。当年6月份，欧盟委员会就对此展开了调查。</p>\n<p>　　“30%的佣金，俗称‘苹果税’，这就像是租金一样，只要你的产品在苹果商店里上架，所有流水，苹果都要收取30%，即假设你赚了100元，苹果就要收走30元。软件开发商可谓苦‘苹果税’久已。”一位TMT行业<span>券商</span><span>分析师</span>在接受《证券日报》记者采访时表示，此前也有开发商绕过苹果应用商店直接提供下载链接，用户手机里安装相应的描述文件就能运行企业未上架的APP，但这属于违规行为，苹果可能会封禁企业开发者账户，封禁之后原描述文件对应的App就无法运行了。</p>\n<p>　　Spotify首席法务官霍拉西奥·古铁雷斯曾表示，当他们试图寻找替代Apple Pay的付款渠道时，受到苹果公司的多次阻拦，包括下架威胁、搜索降权、拒绝推广、延迟更新等，他们一度无法给用户发邮件。</p>\n<p>　　欧盟委员会执行副主席、竞争政策主管Margrethe Vestager表示：“数百万欧洲人使用苹果设备，且用户非常忠诚，苹果用户不太可能仅仅因为音乐流媒体在苹果应用商店的价格更高，就切换到其他设备；为了接触苹果用户，音乐流媒体提供商必须通过苹果应用商店，接受苹果强加给他们的规则。”</p>\n<p>　　<strong>47家软件开发商抱团反击</strong></p>\n<p>　　事实上，诸多监管机构一直在调查苹果对其应用内购买的强制性以及30%的抽成比例。据南都反垄断课题组不完全统计，自2017年至2020年8月份，苹果在全球范围内遭遇了22起反垄断调查及纠纷。今年4月26日，俄罗斯反垄断局以滥用了市场的主导地位为由，对苹果处以9.06亿卢布(约合1200万美元)的罚款。</p>\n<p>　　今年4月11日，美国参议院反垄断委员会召开了听证会，苹果和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>两大巨头均被指控滥用应用商店的垄断地位。会上，来自Tinder、Tile等科技公司的企业代表纷纷指控苹果、谷歌利用对市场的把控抽取过高佣金，并对“不听话者”施以限制露出的惩罚。</p>\n<p>　　对此，苹果和谷歌回应称，佣金被用于系统维护和安全保障，而且大多数开发者是不需要付费的。苹果合规总监凯尔·安德尔表示，佣金仅针对提供数字服务的开发者，超过84%的开发者是不必付费的。</p>\n<p>　　显然开发商们无法接受这一解释，为反抗巨头垄断行为，Epic Games、Spotify、Tinder、Tile等家公司还组成了“应用公平联盟”， 该组织官网首页显示了苹果收费比例及其诉求，目前已有47位成员加入了该组织。</p>\n<p>　　<strong>“苹果税”会退出历史舞台吗</strong></p>\n<p>　　面对多方压力，苹果长久以来稳定的业务模式是否将就此更改？</p>\n<p>　　“佣金”本质上就是“我的地盘我做主”，苹果iOS系统中收取30%佣金就是这个逻辑，如果颠覆了这个商业逻辑，苹果的高毛利就无法维系。旭日大数据董事长孙燕飚在接受《证券日报》记者采访时表示，过去很多年中，苹果硬件销售收入占总收入比逐年递减，而服务收入占总收入比越来越高，这是其<span>净利润</span>增长的根本，也是苹果股价高企的根本。</p>\n<p>　　“根据商业市场的市场逻辑，苹果这类跨国企业就是依靠垄断获得高利润、高毛利，进而得以生存，而地方政府基于反垄断的原因对其巨额罚款，本质上是一个警告，以此为当地互联网公司争取生存空间，而苹果的商业模式无法从根本上做出改变。”孙燕飚进一步表示。</p>\n<p>　　“收取佣金是苹果商业模式变现的具体形式，不在于多少，而是在于性质。即便罚款，苹果也只是会减少分成比例，不大可能改变模式，因为这是苹果的根。苹果大概率会愿意用罚款来换去合法生存，而欧盟也大概率不会和苹果决裂，罚款落袋解决财政压力就好。”马继华表示，世界各国对互联网科技公司的反垄断行动可以说是“不约而同”，步调一致，根本问题是这些公司逐渐构建完成了独立闭环的生态体系，并在事实上拥有并可执行在其生态圈内的超越国家治权的管理权，而这一模式就是从乔布斯打造的苹果闭环开始的。可以说，苹果是始作俑者。</p><p>（文章来源：证券日报）</p>\n<p>\r\n                (责任编辑：DF372)\r\n            </p>\n</div></body></html>","source":"stock_eastmoney","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>47家软件开发商抱团控诉“苹果税” 能否改变苹果商业模式？</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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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\">\n47家软件开发商抱团控诉“苹果税” 能否改变苹果商业模式？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-07 01:02 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202105071911736614.html><strong>证券日报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>时隔两年，瑞典音乐流媒体公司Spotify对苹果的垄断指控终于有了实质性进展。当地时间4月30日，欧盟正式对苹果发起反垄断诉讼，这是欧盟第一次以反垄断之名指控苹果，若苹果败诉，将要缴纳最高年营收10%的罚款，以2020年2745.15亿美元的营收计算，金额或高达274.5亿美元。\n　　近年来，关于苹果垄断的控诉不曾间断，5月3日，热门游戏《堡垒之夜》开发商Epic Games对苹果垄断的诉讼案开庭...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202105071911736614.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fcabf75ca25b5c2a5767c559e42702f8","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U","AAPL":"苹果"},"source_url":"http://finance.eastmoney.com/a/202105071911736614.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2133919575","content_text":"时隔两年，瑞典音乐流媒体公司Spotify对苹果的垄断指控终于有了实质性进展。当地时间4月30日，欧盟正式对苹果发起反垄断诉讼，这是欧盟第一次以反垄断之名指控苹果，若苹果败诉，将要缴纳最高年营收10%的罚款，以2020年2745.15亿美元的营收计算，金额或高达274.5亿美元。\n　　近年来，关于苹果垄断的控诉不曾间断，5月3日，热门游戏《堡垒之夜》开发商Epic Games对苹果垄断的诉讼案开庭。Epic认为，苹果垄断了iOS应用程序的分发和内购支付渠道。在庭审现场，Epic的律师以汽车为例，称假如iPhone是一辆汽车，那苹果也不该抽取车主油费的30%作为佣金。\n　　达睿咨询创始人马继华在接受《证券日报》记者采访时表示：“如果苹果被欧盟认定垄断，将成为其他国家跟进(反垄断)的‘指南针’，事实上，欧盟对美国互联网科技巨头的反垄断处罚从不手软，苹果在欧洲被罚款几乎是板上钉钉，只是金额大小问题。”\n　　软件开发商苦“苹果税”久已\n　　欧盟此次对苹果的反垄断指控，源起Spotify投诉App Store.2019年，Spotify向欧盟委员会投诉苹果，主要控诉包括两点：第一，苹果利用市场主导地位，限制对手妨碍市场公平竞争，具体表现是苹果更偏向自带的音乐流媒体服务Apple Music；第二，苹果移动终端iPhone和iPad的应用商店(App Store)运营成本中，对APP开发商收取高达30%的佣金，以致其竞争力被削弱。当年6月份，欧盟委员会就对此展开了调查。\n　　“30%的佣金，俗称‘苹果税’，这就像是租金一样，只要你的产品在苹果商店里上架，所有流水，苹果都要收取30%，即假设你赚了100元，苹果就要收走30元。软件开发商可谓苦‘苹果税’久已。”一位TMT行业券商分析师在接受《证券日报》记者采访时表示，此前也有开发商绕过苹果应用商店直接提供下载链接，用户手机里安装相应的描述文件就能运行企业未上架的APP，但这属于违规行为，苹果可能会封禁企业开发者账户，封禁之后原描述文件对应的App就无法运行了。\n　　Spotify首席法务官霍拉西奥·古铁雷斯曾表示，当他们试图寻找替代Apple Pay的付款渠道时，受到苹果公司的多次阻拦，包括下架威胁、搜索降权、拒绝推广、延迟更新等，他们一度无法给用户发邮件。\n　　欧盟委员会执行副主席、竞争政策主管Margrethe Vestager表示：“数百万欧洲人使用苹果设备，且用户非常忠诚，苹果用户不太可能仅仅因为音乐流媒体在苹果应用商店的价格更高，就切换到其他设备；为了接触苹果用户，音乐流媒体提供商必须通过苹果应用商店，接受苹果强加给他们的规则。”\n　　47家软件开发商抱团反击\n　　事实上，诸多监管机构一直在调查苹果对其应用内购买的强制性以及30%的抽成比例。据南都反垄断课题组不完全统计，自2017年至2020年8月份，苹果在全球范围内遭遇了22起反垄断调查及纠纷。今年4月26日，俄罗斯反垄断局以滥用了市场的主导地位为由，对苹果处以9.06亿卢布(约合1200万美元)的罚款。\n　　今年4月11日，美国参议院反垄断委员会召开了听证会，苹果和谷歌两大巨头均被指控滥用应用商店的垄断地位。会上，来自Tinder、Tile等科技公司的企业代表纷纷指控苹果、谷歌利用对市场的把控抽取过高佣金，并对“不听话者”施以限制露出的惩罚。\n　　对此，苹果和谷歌回应称，佣金被用于系统维护和安全保障，而且大多数开发者是不需要付费的。苹果合规总监凯尔·安德尔表示，佣金仅针对提供数字服务的开发者，超过84%的开发者是不必付费的。\n　　显然开发商们无法接受这一解释，为反抗巨头垄断行为，Epic Games、Spotify、Tinder、Tile等家公司还组成了“应用公平联盟”， 该组织官网首页显示了苹果收费比例及其诉求，目前已有47位成员加入了该组织。\n　　“苹果税”会退出历史舞台吗\n　　面对多方压力，苹果长久以来稳定的业务模式是否将就此更改？\n　　“佣金”本质上就是“我的地盘我做主”，苹果iOS系统中收取30%佣金就是这个逻辑，如果颠覆了这个商业逻辑，苹果的高毛利就无法维系。旭日大数据董事长孙燕飚在接受《证券日报》记者采访时表示，过去很多年中，苹果硬件销售收入占总收入比逐年递减，而服务收入占总收入比越来越高，这是其净利润增长的根本，也是苹果股价高企的根本。\n　　“根据商业市场的市场逻辑，苹果这类跨国企业就是依靠垄断获得高利润、高毛利，进而得以生存，而地方政府基于反垄断的原因对其巨额罚款，本质上是一个警告，以此为当地互联网公司争取生存空间，而苹果的商业模式无法从根本上做出改变。”孙燕飚进一步表示。\n　　“收取佣金是苹果商业模式变现的具体形式，不在于多少，而是在于性质。即便罚款，苹果也只是会减少分成比例，不大可能改变模式，因为这是苹果的根。苹果大概率会愿意用罚款来换去合法生存，而欧盟也大概率不会和苹果决裂，罚款落袋解决财政压力就好。”马继华表示，世界各国对互联网科技公司的反垄断行动可以说是“不约而同”，步调一致，根本问题是这些公司逐渐构建完成了独立闭环的生态体系，并在事实上拥有并可执行在其生态圈内的超越国家治权的管理权，而这一模式就是从乔布斯打造的苹果闭环开始的。可以说，苹果是始作俑者。（文章来源：证券日报）\n\r\n                (责任编辑：DF372)","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":105523934,"gmtCreate":1620311866228,"gmtModify":1704341826016,"author":{"id":"3581159459661289","authorId":"3581159459661289","name":"Crixalis","avatar":"https://static.tigerbbs.com/db5526d70a786b8749cea4eee82ace81","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"swap like comment?","listText":"swap like comment?","text":"swap like comment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/105523934","repostId":"2133573564","repostType":2,"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106607808,"gmtCreate":1620107218804,"gmtModify":1704338767416,"author":{"id":"3581159459661289","authorId":"3581159459661289","name":"Crixalis","avatar":"https://static.tigerbbs.com/db5526d70a786b8749cea4eee82ace81","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"swap comment and like☺","listText":"swap comment and like☺","text":"swap comment and like☺","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106607808","repostId":"2132519260","repostType":2,"repost":{"id":"2132519260","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1620104858,"share":"https://www.laohu8.com/m/news/2132519260?lang=&edition=full","pubTime":"2021-05-04 13:07","market":"us","language":"en","title":"UK Stocks-Factors to watch on May 4","url":"https://stock-news.laohu8.com/highlight/detail?id=2132519260","media":"Reuters","summary":"May 4 (Reuters) - Futures for Britain's FTSE 100 index    were 0.32% higher on Tuesday.   * BP: BP P","content":"<html><body><p>May 4 (Reuters) - Futures for Britain's FTSE 100 index    were 0.32% higher on Tuesday.</p><p>   * BP: <a href=\"https://laohu8.com/S/BPAQF\">BP Plc</a>    is preparing to bid for the rights to build wind farms off Scotland, The Times reported early on Monday.  </p><p>   * PROVIDENT FINANCIAL: Britain's Provident Financial Plc    is closing down its doorstep lending business after 141 years, the Mail on Sunday newspaper reported.  </p><p>   * VODAFONE GROUP: <a href=\"https://laohu8.com/S/VODPF\">Vodafone Group Plc</a>    and Alphabet Inc's    Google Cloud entered a strategic partnership to jointly develop data services, Vodafone said on Sunday.  </p><p>   * TRAVEL: Britain has been urged to publish its \"green\" list of countries where people from England will be able to travel as soon as possible as the May 17 date for the restart of holidays nears.  </p><p>   * GOLD: Gold prices retreated from a more than two-month high due to an uptick in the dollar. </p><p>   * OIL: Oil prices extended gains as more U.S. states eased lockdowns and the European Union sought to attract travellers. </p><p>   * The UK blue-chip index    closed 0.1% higher on Friday, boosted by earnings updates from AstraZeneca and Smurfit Kappa which help offset a slump in Barclays shares due to a cautious outlook despite profits beating expectations. </p><p>   * UK CORPORATE DIARY:      </p><p>FEN.L      Frenkel Topping       FY results</p><p>   * For more on the factors affecting European stocks, please click on:</p><p>   TODAY'S UK PAPERS</p><p>   &gt; Financial Times                        </p><p>   &gt; Other business headlines               </p><p> (Reporting by Priyanshi Mandhan in Bengaluru)</p><p>((Priyanshi.Mandhan@thomsonreuters.com; +91 9650985606;))</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>UK Stocks-Factors to watch on May 4</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\">\nUK Stocks-Factors to watch on May 4\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-05-04 13:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>May 4 (Reuters) - Futures for Britain's FTSE 100 index    were 0.32% higher on Tuesday.</p><p>   * BP: <a href=\"https://laohu8.com/S/BPAQF\">BP Plc</a>    is preparing to bid for the rights to build wind farms off Scotland, The Times reported early on Monday.  </p><p>   * PROVIDENT FINANCIAL: Britain's Provident Financial Plc    is closing down its doorstep lending business after 141 years, the Mail on Sunday newspaper reported.  </p><p>   * VODAFONE GROUP: <a href=\"https://laohu8.com/S/VODPF\">Vodafone Group Plc</a>    and Alphabet Inc's    Google Cloud entered a strategic partnership to jointly develop data services, Vodafone said on Sunday.  </p><p>   * TRAVEL: Britain has been urged to publish its \"green\" list of countries where people from England will be able to travel as soon as possible as the May 17 date for the restart of holidays nears.  </p><p>   * GOLD: Gold prices retreated from a more than two-month high due to an uptick in the dollar. </p><p>   * OIL: Oil prices extended gains as more U.S. states eased lockdowns and the European Union sought to attract travellers. </p><p>   * The UK blue-chip index    closed 0.1% higher on Friday, boosted by earnings updates from AstraZeneca and Smurfit Kappa which help offset a slump in Barclays shares due to a cautious outlook despite profits beating expectations. </p><p>   * UK CORPORATE DIARY:      </p><p>FEN.L      Frenkel Topping       FY results</p><p>   * For more on the factors affecting European stocks, please click on:</p><p>   TODAY'S UK PAPERS</p><p>   &gt; Financial Times                        </p><p>   &gt; Other business headlines               </p><p> (Reporting by Priyanshi Mandhan in Bengaluru)</p><p>((Priyanshi.Mandhan@thomsonreuters.com; +91 9650985606;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","QNETCN":"纳斯达克中美互联网老虎指数","GOOG":"谷歌","09086":"华夏纳指-U","GOOGL":"谷歌A"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2132519260","content_text":"May 4 (Reuters) - Futures for Britain's FTSE 100 index    were 0.32% higher on Tuesday.   * BP: BP Plc    is preparing to bid for the rights to build wind farms off Scotland, The Times reported early on Monday.     * PROVIDENT FINANCIAL: Britain's Provident Financial Plc    is closing down its doorstep lending business after 141 years, the Mail on Sunday newspaper reported.     * VODAFONE GROUP: Vodafone Group Plc    and Alphabet Inc's    Google Cloud entered a strategic partnership to jointly develop data services, Vodafone said on Sunday.     * TRAVEL: Britain has been urged to publish its \"green\" list of countries where people from England will be able to travel as soon as possible as the May 17 date for the restart of holidays nears.     * GOLD: Gold prices retreated from a more than two-month high due to an uptick in the dollar.    * OIL: Oil prices extended gains as more U.S. states eased lockdowns and the European Union sought to attract travellers.    * The UK blue-chip index    closed 0.1% higher on Friday, boosted by earnings updates from AstraZeneca and Smurfit Kappa which help offset a slump in Barclays shares due to a cautious outlook despite profits beating expectations.    * UK CORPORATE DIARY:      FEN.L      Frenkel Topping       FY results   * For more on the factors affecting European stocks, please click on:   TODAY'S UK PAPERS   > Financial Times                           > Other business headlines                (Reporting by Priyanshi Mandhan in Bengaluru)((Priyanshi.Mandhan@thomsonreuters.com; +91 9650985606;))","news_type":1},"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106604537,"gmtCreate":1620107182529,"gmtModify":1704338766449,"author":{"id":"3581159459661289","authorId":"3581159459661289","name":"Crixalis","avatar":"https://static.tigerbbs.com/db5526d70a786b8749cea4eee82ace81","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"。。。","listText":"。。。","text":"。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106604537","repostId":"1119366385","repostType":2,"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108501675,"gmtCreate":1620036946297,"gmtModify":1704337678494,"author":{"id":"3581159459661289","authorId":"3581159459661289","name":"Crixalis","avatar":"https://static.tigerbbs.com/db5526d70a786b8749cea4eee82ace81","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"swap comment like ?","listText":"swap comment like ?","text":"swap comment like ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/108501675","repostId":"2132591882","repostType":2,"repost":{"id":"2132591882","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1620023042,"share":"https://www.laohu8.com/m/news/2132591882?lang=&edition=full","pubTime":"2021-05-03 14:24","market":"us","language":"en","title":"PRESS DIGEST- New York Times business news - May 3","url":"https://stock-news.laohu8.com/highlight/detail?id=2132591882","media":"Reuters","summary":"May 3 (Reuters) - The following are the top stories on the New York Times business pages. Reuters ha","content":"<html><body><p>May 3 (Reuters) - The following are the top stories on the New York Times business pages. Reuters has not verified these stories and does not vouch for their accuracy.</p><p>   - Verizon Communications Inc    is near a deal to sell Yahoo and AOL to private equity firm Apollo Global Management Inc   , two people with knowledge of the matter said on Sunday. </p><p>    - Apple inc    and Epic Games Inc, maker of the wildly popular game Fortnite, square off on Monday in a trial that could decide how much control Apple can exert over the app economy. </p><p>(Compiled by Bengaluru newsroom)</p><p>((globalnewsmonitoring@thomsonreuters.com))</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>PRESS DIGEST- New York Times business news - May 3</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\">\nPRESS DIGEST- New York Times business news - May 3\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-05-03 14:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>May 3 (Reuters) - The following are the top stories on the New York Times business pages. Reuters has not verified these stories and does not vouch for their accuracy.</p><p>   - Verizon Communications Inc    is near a deal to sell Yahoo and AOL to private equity firm Apollo Global Management Inc   , two people with knowledge of the matter said on Sunday. </p><p>    - Apple inc    and Epic Games Inc, maker of the wildly popular game Fortnite, square off on Monday in a trial that could decide how much control Apple can exert over the app economy. </p><p>(Compiled by Bengaluru newsroom)</p><p>((globalnewsmonitoring@thomsonreuters.com))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NYT":"纽约时报","APO":"阿波罗全球管理","VZ":"威瑞森","AAPL":"苹果","NGD":"New Gold"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2132591882","content_text":"May 3 (Reuters) - The following are the top stories on the New York Times business pages. Reuters has not verified these stories and does not vouch for their accuracy.   - Verizon Communications Inc    is near a deal to sell Yahoo and AOL to private equity firm Apollo Global Management Inc   , two people with knowledge of the matter said on Sunday.     - Apple inc    and Epic Games Inc, maker of the wildly popular game Fortnite, square off on Monday in a trial that could decide how much control Apple can exert over the app economy. (Compiled by Bengaluru newsroom)((globalnewsmonitoring@thomsonreuters.com))","news_type":1},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108501847,"gmtCreate":1620036921289,"gmtModify":1704337678657,"author":{"id":"3581159459661289","authorId":"3581159459661289","name":"Crixalis","avatar":"https://static.tigerbbs.com/db5526d70a786b8749cea4eee82ace81","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"swap like comment ?","listText":"swap like comment ?","text":"swap like comment ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/108501847","repostId":"2132599362","repostType":2,"isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108509705,"gmtCreate":1620036784007,"gmtModify":1704337676708,"author":{"id":"3581159459661289","authorId":"3581159459661289","name":"Crixalis","avatar":"https://static.tigerbbs.com/db5526d70a786b8749cea4eee82ace81","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"swap like comment ?","listText":"swap like comment ?","text":"swap like comment ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/108509705","repostId":"1106176129","repostType":2,"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101593756,"gmtCreate":1619920858175,"gmtModify":1704336350127,"author":{"id":"3581159459661289","authorId":"3581159459661289","name":"Crixalis","avatar":"https://static.tigerbbs.com/db5526d70a786b8749cea4eee82ace81","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"swap like comment?","listText":"swap like comment?","text":"swap like comment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/101593756","repostId":"2132259817","repostType":2,"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":109252669,"gmtCreate":1619702158151,"gmtModify":1704728252486,"author":{"id":"3581159459661289","authorId":"3581159459661289","name":"Crixalis","avatar":"https://static.tigerbbs.com/db5526d70a786b8749cea4eee82ace81","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"swap like and comment ☺","listText":"swap like and comment ☺","text":"swap like and comment ☺","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/109252669","repostId":"1151446363","repostType":2,"repost":{"id":"1151446363","pubTimestamp":1619701745,"share":"https://www.laohu8.com/m/news/1151446363?lang=&edition=full","pubTime":"2021-04-29 21:09","market":"us","language":"en","title":"Apple Finally Feels the Effects of the Global Chip Shortage","url":"https://stock-news.laohu8.com/highlight/detail?id=1151446363","media":"Bloomberg","summary":"Apple Inc.’s latest quarter was a blockbuster, with soaring revenue, record Mac sales, and stronger-","content":"<p>Apple Inc.’s latest quarter was a blockbuster, with soaring revenue, record Mac sales, and stronger-than-anticipated iPhone demand. There was only one major snag: The global chip shortage is finally catchingup tothe company.</p>\n<p>On a call with analysts, Chief Executive Officer Tim Cook and Chief Financial Officer Luca Maestri warned that supply constraints are crimping sales of iPads and Macs, two products that performed especially well during pandemic lockdowns. Maestri said this will knock $3 billion to $4 billion off revenue during the fiscal third quarter.</p>\n<p>The executives blamed “semiconductor shortages that are affecting many industries” and “very, very high” demand for iPads and Macs. Cook said the component shortages were for “legacy nodes,” implying the setbacks are for products using older generation processors. He wouldn’t specify how long the shortages will last, butnotedthat Apple did not experience this problem during the previous quarter.</p>\n<p>The electronics and automotive industries are among those that have been hurt by chip shortages since last year, when a sudden rebound in orders took the semiconductor industry by surprise. It takes months to ramp up production at chip factories, so demand is still outstripping supply.</p>\n<p>Apple had avoided any major impact from this phenomenon, until now. The company recently announced new iMac models and iPad Pros with custom M1 processors, but neither product will begin shipping until the second half of May -- an unusually long delay.</p>\n<p>Still, the company’s main product, the iPhone, seems unscathed at the moment.</p>\n<p>5G Impact</p>\n<p>Apple iPhone sales surged 66% in fiscal second quarter, first full period for model 12</p>\n<p><img src=\"https://static.tigerbbs.com/269ab1ab47945e9367e4d1bc536fb15f\" tg-width=\"954\" tg-height=\"400\"></p>\n<p>Source: Company filings, Bloomberg</p>\n<p>Consumers, businesses and schools have been snapping up millions of iPads and Macs for remote work, and Cook suggested on Wednesday that the momentum won’t necessarily slow down after the Covid-19 pandemic ends. He said many businesses will shift to hybrid models with employees working at home and in the office. That could support continued demand for the devices.</p>\n<p>The Cupertino, California-based technology giant didn’t provide specific revenue guidance for the fiscal third quarter. Analysts estimate revenue will top $68.7 billion, according to data compiled by Bloomberg mostly before Wednesday’s results.</p>\n<p>In Apple’s fiscal second quarter, the Mac generated a record $9.1 billion in sales, while the iPad topped Wall Street expectations with $7.8 billion in revenue.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Finally Feels the Effects of the Global Chip Shortage</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Finally Feels the Effects of the Global Chip Shortage\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-29 21:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-04-29/apple-finally-feels-the-global-semiconductor-shortage><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple Inc.’s latest quarter was a blockbuster, with soaring revenue, record Mac sales, and stronger-than-anticipated iPhone demand. There was only one major snag: The global chip shortage is finally ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-04-29/apple-finally-feels-the-global-semiconductor-shortage\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.bloomberg.com/news/articles/2021-04-29/apple-finally-feels-the-global-semiconductor-shortage","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151446363","content_text":"Apple Inc.’s latest quarter was a blockbuster, with soaring revenue, record Mac sales, and stronger-than-anticipated iPhone demand. There was only one major snag: The global chip shortage is finally catchingup tothe company.\nOn a call with analysts, Chief Executive Officer Tim Cook and Chief Financial Officer Luca Maestri warned that supply constraints are crimping sales of iPads and Macs, two products that performed especially well during pandemic lockdowns. Maestri said this will knock $3 billion to $4 billion off revenue during the fiscal third quarter.\nThe executives blamed “semiconductor shortages that are affecting many industries” and “very, very high” demand for iPads and Macs. Cook said the component shortages were for “legacy nodes,” implying the setbacks are for products using older generation processors. He wouldn’t specify how long the shortages will last, butnotedthat Apple did not experience this problem during the previous quarter.\nThe electronics and automotive industries are among those that have been hurt by chip shortages since last year, when a sudden rebound in orders took the semiconductor industry by surprise. It takes months to ramp up production at chip factories, so demand is still outstripping supply.\nApple had avoided any major impact from this phenomenon, until now. The company recently announced new iMac models and iPad Pros with custom M1 processors, but neither product will begin shipping until the second half of May -- an unusually long delay.\nStill, the company’s main product, the iPhone, seems unscathed at the moment.\n5G Impact\nApple iPhone sales surged 66% in fiscal second quarter, first full period for model 12\n\nSource: Company filings, Bloomberg\nConsumers, businesses and schools have been snapping up millions of iPads and Macs for remote work, and Cook suggested on Wednesday that the momentum won’t necessarily slow down after the Covid-19 pandemic ends. He said many businesses will shift to hybrid models with employees working at home and in the office. That could support continued demand for the devices.\nThe Cupertino, California-based technology giant didn’t provide specific revenue guidance for the fiscal third quarter. Analysts estimate revenue will top $68.7 billion, according to data compiled by Bloomberg mostly before Wednesday’s results.\nIn Apple’s fiscal second quarter, the Mac generated a record $9.1 billion in sales, while the iPad topped Wall Street expectations with $7.8 billion in revenue.","news_type":1},"isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103227019,"gmtCreate":1619789626731,"gmtModify":1704272389520,"author":{"id":"3581159459661289","authorId":"3581159459661289","name":"Crixalis","avatar":"https://static.tigerbbs.com/db5526d70a786b8749cea4eee82ace81","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"swap like and comment )","listText":"swap like and comment )","text":"swap like and comment )","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/103227019","repostId":"2131568814","repostType":2,"repost":{"id":"2131568814","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1619784354,"share":"https://www.laohu8.com/m/news/2131568814?lang=&edition=full","pubTime":"2021-04-30 20:05","market":"us","language":"en","title":"Volkswagen to design chips for autonomous vehicles, says CEO","url":"https://stock-news.laohu8.com/highlight/detail?id=2131568814","media":"Reuters","summary":"HAMBURG, April 30 (Reuters) - Volkswagen    plans to design and develop its own high-powered chips f","content":"<html><body><p>HAMBURG, April 30 (Reuters) - Volkswagen    plans to design and develop its own high-powered chips for autonomous vehicles, along with the required software, Chief Executive Herbert Diess told a German newspaper.</p><p>   \"To achieve optimal performance in light of the high demands that exist for cars, software and hardware have to come out of <a href=\"https://laohu8.com/S/AONE\">one</a> hand,\" Diess told Handelsblatt.</p><p>   Volkswagen did not plan to build semiconductors but wanted to own patents if possible, Diess said, adding that the group's software unit Cariad would develop the expertise and expand.</p><p>   The move is a response to Tesla   , which can integrate custom designed chips, allowing the U.S. company to develop new features faster than its competitors.</p><p>   \"Apple    and Tesla have higher competence in terms of how semiconductors are defined,\" Diess said.</p><p>   Germany's Daimler    unveiled a deal with Nvidia</p><p>  last year to develop and equip its Mercedes-Benz cars with a next-generation chip and software platform.  </p><p> (Reporting by Jan Schwartz; Writing by Christoph Steitz; Editing by Edmund Blair)</p><p>((christoph.steitz@thomsonreuters.com; +49 30 220 133 647;))</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>Volkswagen to design chips for autonomous vehicles, says CEO</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\">\nVolkswagen to design chips for autonomous vehicles, says CEO\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-04-30 20:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>HAMBURG, April 30 (Reuters) - Volkswagen    plans to design and develop its own high-powered chips for autonomous vehicles, along with the required software, Chief Executive Herbert Diess told a German newspaper.</p><p>   \"To achieve optimal performance in light of the high demands that exist for cars, software and hardware have to come out of <a href=\"https://laohu8.com/S/AONE\">one</a> hand,\" Diess told Handelsblatt.</p><p>   Volkswagen did not plan to build semiconductors but wanted to own patents if possible, Diess said, adding that the group's software unit Cariad would develop the expertise and expand.</p><p>   The move is a response to Tesla   , which can integrate custom designed chips, allowing the U.S. company to develop new features faster than its competitors.</p><p>   \"Apple    and Tesla have higher competence in terms of how semiconductors are defined,\" Diess said.</p><p>   Germany's Daimler    unveiled a deal with Nvidia</p><p>  last year to develop and equip its Mercedes-Benz cars with a next-generation chip and software platform.  </p><p> (Reporting by Jan Schwartz; Writing by Christoph Steitz; Editing by Edmund Blair)</p><p>((christoph.steitz@thomsonreuters.com; +49 30 220 133 647;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","NVDA":"英伟达","AAPL":"苹果","TSLA":"特斯拉","09086":"华夏纳指-U"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2131568814","content_text":"HAMBURG, April 30 (Reuters) - Volkswagen    plans to design and develop its own high-powered chips for autonomous vehicles, along with the required software, Chief Executive Herbert Diess told a German newspaper.   \"To achieve optimal performance in light of the high demands that exist for cars, software and hardware have to come out of one hand,\" Diess told Handelsblatt.   Volkswagen did not plan to build semiconductors but wanted to own patents if possible, Diess said, adding that the group's software unit Cariad would develop the expertise and expand.   The move is a response to Tesla   , which can integrate custom designed chips, allowing the U.S. company to develop new features faster than its competitors.   \"Apple    and Tesla have higher competence in terms of how semiconductors are defined,\" Diess said.   Germany's Daimler    unveiled a deal with Nvidia  last year to develop and equip its Mercedes-Benz cars with a next-generation chip and software platform.   (Reporting by Jan Schwartz; Writing by Christoph Steitz; Editing by Edmund Blair)((christoph.steitz@thomsonreuters.com; +49 30 220 133 647;))","news_type":1},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577417066479506","authorId":"3577417066479506","name":"kokonub","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"swap like and comment","text":"swap like and comment","html":"swap like and comment"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191897634,"gmtCreate":1620868118628,"gmtModify":1704349517472,"author":{"id":"3581159459661289","authorId":"3581159459661289","name":"Crixalis","avatar":"https://static.tigerbbs.com/db5526d70a786b8749cea4eee82ace81","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"swap like comment ?","listText":"swap like comment ?","text":"swap like comment ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/191897634","repostId":"2135648956","repostType":2,"repost":{"id":"2135648956","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1620867540,"share":"https://www.laohu8.com/m/news/2135648956?lang=&edition=full","pubTime":"2021-05-13 08:59","market":"us","language":"en","title":"There is a 'super sale' in Big Tech and other 'high-quality' stocks, says this fund manager","url":"https://stock-news.laohu8.com/highlight/detail?id=2135648956","media":"Dow Jones","summary":"Here are some of the 'undervalued, high-quality companies' that Applied Finance likes.Applied Financ","content":"<p>Here are some of the 'undervalued, high-quality companies' that Applied Finance likes.</p><p>Applied Finance Capital Management, an asset manager rooted in research on company valuations, has spotted attractive buying opportunities in the stock market, including some big technology companies, according to <a href=\"https://laohu8.com/S/AONE\">one</a> of its founders.</p><p>\"Undervalued, high-quality companies are on a super sale right now,\" Rafael Resendes, who co-founded Applied Finance in 1995, said in a Tuesday phone interview. His stock picks include tech giants Apple Inc., Microsoft Corp., <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc., as well as discount stores operator Walmart Inc .</p><p>In his search for \"intrinsic value,\" Resendes says he is not after companies that appear cheap based on measures, such as price-to-book. Instead, Applied Finance makes projections about a company's profitability in part by treating research and development as an investment, rather than an expense, as done under traditional accounting rules, according to the co-founder.</p><p>U.S. stocks have been falling  this week, with losses of the tech-laden Nasdaq Composite Index  exceeding declines posted by the S&amp;P 500  and the Dow Jones Industrial Average . But while many investors have grown concerned about stretched valuations in tech stocks, Resendes says his models show growth companies have begun to look attractive this year.</p><p>He now sees a \"tug of war\" of opportunities in growth versus value, but says Applied Finance doesn't have \"a dog in the race\" between the two investment styles. \"We're always looking for what the undervalued stocks are,\" he said.</p><p>Growth stocks have been trailing growth equities in 2021, a switch after outperforming for years. The Russell 1000 Growth index  has gained 1.4% this year through Wednesday, trounced by a 14.1% rise for the Russell 1000 Value index , according to FactSet data.</p><p>\"We differ from probably the vast majority of people in that we don't think value is necessarily that attractive,\" he said. \"We think the easy money in value was made starting last August.\"</p><p>Some tech names Resendes likes have mixed performances so far in 2021. Shares of Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> tumbled about 7.5% this year through Wednesday, while Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> was up 7.5% and Facebook (FB) gained 10.8%.</p><p>That compares with a Nasdaq COMP (#phrase-company?ref=COMPANY%7CCOMP;onlineSignificance=passing-mention) gain of just 1.1% for the year through Wednesday's close, trailing an 8.2% gain for the S&amp;P 500 and the Dow's 9.7% rise.</p><p>Big tech names may be a bit more \"controversial\" in terms of buying opportunities as other investors have expressed concerns that their valuations are too high, according to Resendes. But he sees \"a big runway for these stocks.\"</p><p>The firm's mutual funds Applied Finance Select Fund, Applied Finance Explorer Fund and Applied Finance Core Fund are up double-digits this year, according to FactSet data.</p><p>The Select Fund , which invests in large-cap stocks, was up 16.5% at last check for the year, FactSet data show. The Explorer Fund , focused on small and midsize companies, gained 26.1% over the same stretch, while the Core Fund , which primarily targets large-cap companies, was up 16.4%.</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>There is a 'super sale' in Big Tech and other 'high-quality' stocks, says this fund manager</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\">\nThere is a 'super sale' in Big Tech and other 'high-quality' stocks, says this fund manager\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-05-13 08:59</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Here are some of the 'undervalued, high-quality companies' that Applied Finance likes.</p><p>Applied Finance Capital Management, an asset manager rooted in research on company valuations, has spotted attractive buying opportunities in the stock market, including some big technology companies, according to <a href=\"https://laohu8.com/S/AONE\">one</a> of its founders.</p><p>\"Undervalued, high-quality companies are on a super sale right now,\" Rafael Resendes, who co-founded Applied Finance in 1995, said in a Tuesday phone interview. His stock picks include tech giants Apple Inc., Microsoft Corp., <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc., as well as discount stores operator Walmart Inc .</p><p>In his search for \"intrinsic value,\" Resendes says he is not after companies that appear cheap based on measures, such as price-to-book. Instead, Applied Finance makes projections about a company's profitability in part by treating research and development as an investment, rather than an expense, as done under traditional accounting rules, according to the co-founder.</p><p>U.S. stocks have been falling  this week, with losses of the tech-laden Nasdaq Composite Index  exceeding declines posted by the S&amp;P 500  and the Dow Jones Industrial Average . But while many investors have grown concerned about stretched valuations in tech stocks, Resendes says his models show growth companies have begun to look attractive this year.</p><p>He now sees a \"tug of war\" of opportunities in growth versus value, but says Applied Finance doesn't have \"a dog in the race\" between the two investment styles. \"We're always looking for what the undervalued stocks are,\" he said.</p><p>Growth stocks have been trailing growth equities in 2021, a switch after outperforming for years. The Russell 1000 Growth index  has gained 1.4% this year through Wednesday, trounced by a 14.1% rise for the Russell 1000 Value index , according to FactSet data.</p><p>\"We differ from probably the vast majority of people in that we don't think value is necessarily that attractive,\" he said. \"We think the easy money in value was made starting last August.\"</p><p>Some tech names Resendes likes have mixed performances so far in 2021. Shares of Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> tumbled about 7.5% this year through Wednesday, while Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> was up 7.5% and Facebook (FB) gained 10.8%.</p><p>That compares with a Nasdaq COMP (#phrase-company?ref=COMPANY%7CCOMP;onlineSignificance=passing-mention) gain of just 1.1% for the year through Wednesday's close, trailing an 8.2% gain for the S&amp;P 500 and the Dow's 9.7% rise.</p><p>Big tech names may be a bit more \"controversial\" in terms of buying opportunities as other investors have expressed concerns that their valuations are too high, according to Resendes. But he sees \"a big runway for these stocks.\"</p><p>The firm's mutual funds Applied Finance Select Fund, Applied Finance Explorer Fund and Applied Finance Core Fund are up double-digits this year, according to FactSet data.</p><p>The Select Fund , which invests in large-cap stocks, was up 16.5% at last check for the year, FactSet data show. The Explorer Fund , focused on small and midsize companies, gained 26.1% over the same stretch, while the Core Fund , which primarily targets large-cap companies, was up 16.4%.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U","MSFT":"微软"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2135648956","content_text":"Here are some of the 'undervalued, high-quality companies' that Applied Finance likes.Applied Finance Capital Management, an asset manager rooted in research on company valuations, has spotted attractive buying opportunities in the stock market, including some big technology companies, according to one of its founders.\"Undervalued, high-quality companies are on a super sale right now,\" Rafael Resendes, who co-founded Applied Finance in 1995, said in a Tuesday phone interview. His stock picks include tech giants Apple Inc., Microsoft Corp., Facebook Inc., as well as discount stores operator Walmart Inc .In his search for \"intrinsic value,\" Resendes says he is not after companies that appear cheap based on measures, such as price-to-book. Instead, Applied Finance makes projections about a company's profitability in part by treating research and development as an investment, rather than an expense, as done under traditional accounting rules, according to the co-founder.U.S. stocks have been falling  this week, with losses of the tech-laden Nasdaq Composite Index  exceeding declines posted by the S&P 500  and the Dow Jones Industrial Average . But while many investors have grown concerned about stretched valuations in tech stocks, Resendes says his models show growth companies have begun to look attractive this year.He now sees a \"tug of war\" of opportunities in growth versus value, but says Applied Finance doesn't have \"a dog in the race\" between the two investment styles. \"We're always looking for what the undervalued stocks are,\" he said.Growth stocks have been trailing growth equities in 2021, a switch after outperforming for years. The Russell 1000 Growth index  has gained 1.4% this year through Wednesday, trounced by a 14.1% rise for the Russell 1000 Value index , according to FactSet data.\"We differ from probably the vast majority of people in that we don't think value is necessarily that attractive,\" he said. \"We think the easy money in value was made starting last August.\"Some tech names Resendes likes have mixed performances so far in 2021. Shares of Apple $(AAPL)$ tumbled about 7.5% this year through Wednesday, while Microsoft $(MSFT)$ was up 7.5% and Facebook (FB) gained 10.8%.That compares with a Nasdaq COMP (#phrase-company?ref=COMPANY%7CCOMP;onlineSignificance=passing-mention) gain of just 1.1% for the year through Wednesday's close, trailing an 8.2% gain for the S&P 500 and the Dow's 9.7% rise.Big tech names may be a bit more \"controversial\" in terms of buying opportunities as other investors have expressed concerns that their valuations are too high, according to Resendes. But he sees \"a big runway for these stocks.\"The firm's mutual funds Applied Finance Select Fund, Applied Finance Explorer Fund and Applied Finance Core Fund are up double-digits this year, according to FactSet data.The Select Fund , which invests in large-cap stocks, was up 16.5% at last check for the year, FactSet data show. The Explorer Fund , focused on small and midsize companies, gained 26.1% over the same stretch, while the Core Fund , which primarily targets large-cap companies, was up 16.4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103251018,"gmtCreate":1619789785634,"gmtModify":1704272396139,"author":{"id":"3581159459661289","authorId":"3581159459661289","name":"Crixalis","avatar":"https://static.tigerbbs.com/db5526d70a786b8749cea4eee82ace81","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"swap like n comment )","listText":"swap like n comment )","text":"swap like n comment )","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/103251018","repostId":"2131568456","repostType":2,"repost":{"id":"2131568456","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1086160438","head_image":"https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5"},"pubTimestamp":1619786481,"share":"https://www.laohu8.com/m/news/2131568456?lang=&edition=full","pubTime":"2021-04-30 20:41","market":"hk","language":"en","title":"Artificial Solutions Signs Agreement With Telefónica Deutschland / O\\2\\","url":"https://stock-news.laohu8.com/highlight/detail?id=2131568456","media":"Reuters","summary":"Artificial Solutions International AB :Artificial Solutions And Telefónica Deutschland / O\\2\\ Sign C","content":"<html><body><p>Artificial Solutions International AB <asain.st>:Artificial Solutions And Telefónica Deutschland / O\\2\\ Sign Conversational Ai Agreement.Will Provide Its Cloud-Based Integrated Development Environment For Microsoft Luis' Customers, Luis^Teneo..</asain.st></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>Artificial Solutions Signs Agreement With Telefónica Deutschland / O\\2\\</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\">\nArtificial Solutions Signs Agreement With Telefónica Deutschland / O\\2\\\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086160438\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-04-30 20:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Artificial Solutions International AB <asain.st>:Artificial Solutions And Telefónica Deutschland / O\\2\\ Sign Conversational Ai Agreement.Will Provide Its Cloud-Based Integrated Development Environment For Microsoft Luis' Customers, Luis^Teneo..</asain.st></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASAI":"Sendas Distribuidora SA","03086":"华夏纳指","09086":"华夏纳指-U","MSFT":"微软"},"source_url":"https://www.trkd.thomsonreuters.com","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2131568456","content_text":"Artificial Solutions International AB :Artificial Solutions And Telefónica Deutschland / O\\2\\ Sign Conversational Ai Agreement.Will Provide Its Cloud-Based Integrated Development Environment For Microsoft Luis' Customers, Luis^Teneo..","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342989015,"gmtCreate":1618151173937,"gmtModify":1704706990151,"author":{"id":"3581159459661289","authorId":"3581159459661289","name":"Crixalis","avatar":"https://static.tigerbbs.com/db5526d70a786b8749cea4eee82ace81","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"G swap like and comment","listText":"G swap like and comment","text":"G swap like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/342989015","repostId":"2126315033","repostType":4,"repost":{"id":"2126315033","pubTimestamp":1617981660,"share":"https://www.laohu8.com/m/news/2126315033?lang=&edition=full","pubTime":"2021-04-09 23:21","market":"us","language":"en","title":"Netflix Grabs Sony's Pay-TV Movie Deal From Starz","url":"https://stock-news.laohu8.com/highlight/detail?id=2126315033","media":"Anders Bylund","summary":"Most Hollywood studios have started their own streaming services to compete in the evolving media market. Sony picked a well-established partner instead.","content":"<p>Video-streaming veteran <b>Netflix</b> (NASDAQ:NFLX) just signed a multiyear content deal with <b>Sony</b> (NYSE:SNE) Pictures Entertainment. Starting in 2022, Sony will move its exclusive pay-TV distribution window from longtime partner <a href=\"https://laohu8.com/S/STRZA\">Starz</a> to Netflix, putting the studio's theatrical releases on Netflix's global streaming platform.</p><p>Sony and Netflix already had a streaming agreement for animated content, but this deal expands that partnership to all genres and production types. Titles making their home entertainment premiere in 2022 on Netflix rather than <b>Lions Gate Entertainment</b> (NYSE:LGF-A) (NYSE:LGF-B) subsidiary <a href=\"https://laohu8.com/S/STRZB\">Starz</a> will include the Brad Pitt thriller <i>Bullet Train</i>, the ensemble-cast action movie <i>Uncharted</i>, and the Reese Witherspoon-produced murder drama <i>Where the Crawdads Sing</i>.</p><p><img src=\"https://static.tigerbbs.com/9243727dc46ddf4fb557f7d44eef1325\" tg-width=\"700\" tg-height=\"534\" referrerpolicy=\"no-referrer\"></p><p>Image source: Getty Images.</p><p>Netflix will also distribute future titles in Sony's established film franchises such as <i>Venom</i>, <i>Jumanji</i>, and <i>Bad Boys</i>, as well as any other new projects that Sony's several studio brands may come up with. The deal also allows licensing rights for Netflix to show some titles from Sony's enormous back catalog.</p><p>Furthermore, Netflix gets \"first look\" privilege to consider developing any direct-to-streaming titles Sony's studios may develop during this agreement.&nbsp;Netflix has committed to releasing an undisclosed minimum number of such productions, which will add exclusive Sony/Netflix content on top of Sony's continuing theatrical productions.</p><p>The terms of the deal were not disclosed, but Netflix's payments to Sony should be \"record setting\" for a pay-TV distribution window, according to <i>Variety</i>'s anonymous insider sources.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix Grabs Sony's Pay-TV Movie Deal From Starz</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\">\nNetflix Grabs Sony's Pay-TV Movie Deal From Starz\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 23:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/09/netflix-grabs-sonys-pay-tv-movie-deal-from-starz/><strong>Anders Bylund</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Video-streaming veteran Netflix (NASDAQ:NFLX) just signed a multiyear content deal with Sony (NYSE:SNE) Pictures Entertainment. Starting in 2022, Sony will move its exclusive pay-TV distribution ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/09/netflix-grabs-sonys-pay-tv-movie-deal-from-starz/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://www.fool.com/investing/2021/04/09/netflix-grabs-sonys-pay-tv-movie-deal-from-starz/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2126315033","content_text":"Video-streaming veteran Netflix (NASDAQ:NFLX) just signed a multiyear content deal with Sony (NYSE:SNE) Pictures Entertainment. Starting in 2022, Sony will move its exclusive pay-TV distribution window from longtime partner Starz to Netflix, putting the studio's theatrical releases on Netflix's global streaming platform.Sony and Netflix already had a streaming agreement for animated content, but this deal expands that partnership to all genres and production types. Titles making their home entertainment premiere in 2022 on Netflix rather than Lions Gate Entertainment (NYSE:LGF-A) (NYSE:LGF-B) subsidiary Starz will include the Brad Pitt thriller Bullet Train, the ensemble-cast action movie Uncharted, and the Reese Witherspoon-produced murder drama Where the Crawdads Sing.Image source: Getty Images.Netflix will also distribute future titles in Sony's established film franchises such as Venom, Jumanji, and Bad Boys, as well as any other new projects that Sony's several studio brands may come up with. The deal also allows licensing rights for Netflix to show some titles from Sony's enormous back catalog.Furthermore, Netflix gets \"first look\" privilege to consider developing any direct-to-streaming titles Sony's studios may develop during this agreement. Netflix has committed to releasing an undisclosed minimum number of such productions, which will add exclusive Sony/Netflix content on top of Sony's continuing theatrical productions.The terms of the deal were not disclosed, but Netflix's payments to Sony should be \"record setting\" for a pay-TV distribution window, according to Variety's anonymous insider sources.","news_type":1},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194071185,"gmtCreate":1621329891447,"gmtModify":1704355879617,"author":{"id":"3581159459661289","authorId":"3581159459661289","name":"Crixalis","avatar":"https://static.tigerbbs.com/db5526d70a786b8749cea4eee82ace81","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"g","listText":"g","text":"g","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/194071185","repostId":"1155029346","repostType":2,"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101593756,"gmtCreate":1619920858175,"gmtModify":1704336350127,"author":{"id":"3581159459661289","authorId":"3581159459661289","name":"Crixalis","avatar":"https://static.tigerbbs.com/db5526d70a786b8749cea4eee82ace81","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"swap like comment?","listText":"swap like comment?","text":"swap like comment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/101593756","repostId":"2132259817","repostType":2,"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373276821,"gmtCreate":1618864819163,"gmtModify":1704715978499,"author":{"id":"3581159459661289","authorId":"3581159459661289","name":"Crixalis","avatar":"https://static.tigerbbs.com/db5526d70a786b8749cea4eee82ace81","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"why","listText":"why","text":"why","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/373276821","repostId":"2128899514","repostType":4,"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347045128,"gmtCreate":1618452347764,"gmtModify":1704711038144,"author":{"id":"3581159459661289","authorId":"3581159459661289","name":"Crixalis","avatar":"https://static.tigerbbs.com/db5526d70a786b8749cea4eee82ace81","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/347045128","repostId":"1184406876","repostType":4,"repost":{"id":"1184406876","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":1618449721,"share":"https://www.laohu8.com/m/news/1184406876?lang=&edition=full","pubTime":"2021-04-15 09:22","market":"hk","language":"zh","title":"开盘：恒指开跌0.1%，阿里巴巴开盘跌1.6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1184406876","media":"老虎资讯综合","summary":"4月15日讯，港股三大指数低开，恒指跌0.1%报28872点，国指跌0.13%报10984点，恒生科技指数跌0.16%报8212点。盘面上，央行工作论文称应全面放开和鼓励生育，乳业股高开，庄园牧场涨超","content":"<p><img src=\"https://static.tigerbbs.com/ba988732af11aca317026198c0fc29b2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">4月15日讯，港股三大指数低开，恒指跌0.1%报28872点，国指跌0.13%报10984点，恒生科技指数跌0.16%报8212点。</p><p>盘面上，央行工作论文称应全面放开和鼓励生育，乳业股高开，<a href=\"https://laohu8.com/S/002910\">庄园牧场</a>涨超6%，<a href=\"https://laohu8.com/S/06186\">中国飞鹤</a>涨超1%，辅助生殖龙头<a href=\"https://laohu8.com/S/01951\">锦欣生殖</a>大涨超5%；零售股、碳中和概念股、有色金属股普涨，<a href=\"https://laohu8.com/S/002460\">赣锋锂业</a>绩后高开近3%；体育用品股<a href=\"https://laohu8.com/S/02331\">李宁</a>涨超3%再创历史新高，大型科技股<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>低开1.6%，<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>跌1%；地产股、水务股、燃气股走低明显。</p><p>百融云(06608.HK)高开4.26%，公司第一季度营收收入4.09亿元，同比增加92%。</p><p><a href=\"https://laohu8.com/S/02020\">安踏体育</a>逆市涨逾2%，领涨恒指成份股，一季度零售额同比增40%-45%。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>开盘：恒指开跌0.1%，阿里巴巴开盘跌1.6%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n开盘：恒指开跌0.1%，阿里巴巴开盘跌1.6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-04-15 09:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/ba988732af11aca317026198c0fc29b2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">4月15日讯，港股三大指数低开，恒指跌0.1%报28872点，国指跌0.13%报10984点，恒生科技指数跌0.16%报8212点。</p><p>盘面上，央行工作论文称应全面放开和鼓励生育，乳业股高开，<a href=\"https://laohu8.com/S/002910\">庄园牧场</a>涨超6%，<a href=\"https://laohu8.com/S/06186\">中国飞鹤</a>涨超1%，辅助生殖龙头<a href=\"https://laohu8.com/S/01951\">锦欣生殖</a>大涨超5%；零售股、碳中和概念股、有色金属股普涨，<a href=\"https://laohu8.com/S/002460\">赣锋锂业</a>绩后高开近3%；体育用品股<a href=\"https://laohu8.com/S/02331\">李宁</a>涨超3%再创历史新高，大型科技股<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>低开1.6%，<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>跌1%；地产股、水务股、燃气股走低明显。</p><p>百融云(06608.HK)高开4.26%，公司第一季度营收收入4.09亿元，同比增加92%。</p><p><a href=\"https://laohu8.com/S/02020\">安踏体育</a>逆市涨逾2%，领涨恒指成份股，一季度零售额同比增40%-45%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184406876","content_text":"4月15日讯，港股三大指数低开，恒指跌0.1%报28872点，国指跌0.13%报10984点，恒生科技指数跌0.16%报8212点。盘面上，央行工作论文称应全面放开和鼓励生育，乳业股高开，庄园牧场涨超6%，中国飞鹤涨超1%，辅助生殖龙头锦欣生殖大涨超5%；零售股、碳中和概念股、有色金属股普涨，赣锋锂业绩后高开近3%；体育用品股李宁涨超3%再创历史新高，大型科技股阿里巴巴低开1.6%，网易、京东跌1%；地产股、水务股、燃气股走低明显。百融云(06608.HK)高开4.26%，公司第一季度营收收入4.09亿元，同比增加92%。安踏体育逆市涨逾2%，领涨恒指成份股，一季度零售额同比增40%-45%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345091843,"gmtCreate":1618252133882,"gmtModify":1704708186438,"author":{"id":"3581159459661289","authorId":"3581159459661289","name":"Crixalis","avatar":"https://static.tigerbbs.com/db5526d70a786b8749cea4eee82ace81","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"hi g swap like and comment?","listText":"hi g swap like and comment?","text":"hi g swap like and comment?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/345091843","repostId":"1194635432","repostType":4,"repost":{"id":"1194635432","pubTimestamp":1618236146,"share":"https://www.laohu8.com/m/news/1194635432?lang=&edition=full","pubTime":"2021-04-12 22:02","market":"us","language":"en","title":"Can You Make Coin Investing In Coinbase?","url":"https://stock-news.laohu8.com/highlight/detail?id=1194635432","media":"seekingalpha","summary":"SummaryCoinbase's current valuation is unjustified due to 2 fundamental risks: the hostility of the ","content":"<p><b>Summary</b></p><ul><li>Coinbase's current valuation is unjustified due to 2 fundamental risks: the hostility of the US regulatory landscape towards centralized exchanges, and the widening gap in a winner-takes-all market.</li><li>With coin listings being one of the core competitive advantages of an exchange, Coinbase has the 2nd smallest coin listings among the top 10 exchanges as a result of regulations.</li><li>Widening gap between Coinbase (ranked 2nd) and Binance (ranked 1st) in terms of coin listings and trading volume is evidence of a winner-takes-all market, Coinbase is on the losing side.</li><li>Marginal revenue growth, decline in profitability, and decline in the overall growth stock valuations further plague Coinbase's investment value proposition.</li></ul><p>I remember the early days of cryptocurrency when Binance andCoinbase (COIN) were competing for the top spot as an exchange. If you've traded cryptocurrencies in the US, you have probably used or heard ofCoinbase. Now thatCoinbase is going public, should you invest in the company?</p><p>At first glance, this investment value proposition seemed compelling since the overall cryptocurrency industry is growing rapidly. However, I have found evidence of 2 fundamental risks toCoinbase's growth that could not justify its current valuation and could even undermine its future growth. Recentreportsmay also express agreement asCoinbase's IPO valuation dropped from $100bn to $68bn.</p><p><b>Fundamental Risks 1: The US Regulatory Landscape</b></p><p>The US regulatory landscape is not friendly to centralized exchanges in a way that massively dampenedCoinbase's competitive advantages, one of which is coin listings.</p><p>Coinbase has the 2nd smallest coin listings</p><p>Coin listing is one of the most crucial criteria for a trader/investor when choosing an exchange. Traders/investors require a large number of coin listings to speculate on small-cap altcoins for 10x-100x return. The more coins listed, the more opportunities and choices. I personally use several exchanges for this very reason other than unique features such as staking and etc. The 6 exchanges I use are Binance, Crypto.com, KuCoin, Bkex, PoloniEx, and MXC Pro.</p><p>Why do I use multiple exchanges? Let me illustrate via an example. KuCoin listed Orion(NYSE:ORN)in July 2020 at $1, about 2 months earlier than Binance in October 2020. I bought ORN through KuCoin on its first day at $1.1 and staked it at &gt;20% APY interest. When Binance announced it was listing ORN, its priced spiked upwards. On ORN's first trading day on Binance, ORN's price spiked up as high as $4++ (it is a common occurrence for a token to spike when it is listed in a new exchange). I redeemed my ORN from staking and sold it at $3.60. This transaction earned me more than 300% return. Therefore, the more coins listed, the more opportunities I'll have to replicate this particular transaction to other small-cap altcoins.</p><p>SinceCoinbase's coin listing is small, traders/investors like myself will find it difficult to find these kinds of opportunities. Furthermore, many of the largest-cap coins are not listed onCoinbase. This is one of the main reasons why I did not useCoinbase; I theorize that many traders/investors like myself feel that way. (Let me know in the comments.)</p><p>In a recent lawsuit, a man claiming to beCoinbase's client capitalized on the legal battle between Ripple Labs’ battle and U.S. Securities and Exchange Commission (SEC), suedCoinbase for selling XRP tokens and sought compensations and other relief. According to CoinMarketCap.com, XRP is no longer listed onCoinbase. However, it is listed on more than500 other centralized exchanges(excluding decentralized exchanges) that are much smaller thanCoinbase outside the US.</p><p>XRP is the 7th biggest cryptocurrency by market cap as of the time of writing. Many other top cryptocurrencies are also not found onCoinbase, such as BNB (ranked 3rd), ADA (ranked 4th), DOT (ranked 6th). Amongthe 10 highest-rated centralized exchanges(refer to Table 1), only Bitstamp (18) offers fewer cryptocurrencies thanCoinbase (49), while the market leader (Binance) ledCoinbase by 700% in coin listings.</p><p>Since regulation can directly affect coin listings, a competitive advantage of an exchange,Coinbase already faces overwhelming challenges to compete on this front alone.</p><p>Table 1: Top 10 Spot Exchange Ranked by CoinMarketCap Ratings.</p><p><img src=\"https://static.tigerbbs.com/5bf68da62452a794c5daaa60ac989840\" tg-width=\"554\" tg-height=\"576\" referrerpolicy=\"no-referrer\">Source: Table created by Author fromCoinMarketCap</p><p><b>Other Regulatory Risks</b></p><p>Regulatory risks extend beyond coin listings and the US.Coinbase offers its services to52 countries. If any of the 52 countries ban crypto assets, its revenue would be adversely affected. It is not uncommon for centralized exchanges to relocate to another country due to regulations. While India isplotting a move to ban cryptocurrencies, many exchanges apply forlicenses to move out from India.</p><p>Statistically speaking, 108 exchangesshut downin 2020, compared to 81 in 2019. At least 3 are shut down by government(s) in 2020, and at least 2 in 2019.</p><p>Although it seems unlikely for the US to follow China's and India's footsteps to drastically ban crypto-assets now, regulatory risks remain major risks toCoinbase.</p><p><b>Fundamental Risk 2: Losing a Winner-Takes-All Market</b></p><p>There are 2 types of crypto exchanges: centralized and decentralized. Both have pros and cons. The best known centralized exchange is Binance, while the best known decentralized exchange is Uniswap. Although centralized exchanges may require a license by a governing body, decentralized exchanges might not, as decentralized exchanges can have avarying degree of centralized components. Both centralized and decentralized exchanges have their respective roles in the crypto ecosystem, hence I think that both are here to stay.</p><p>Many of the decentralized exchange source codes are open source (full listshere). In other words, virtually anyone can develop and host a decentralized exchange. This implies a shallow barrier to entry. Uniswap is the market leader in the decentralized exchange space. Itrecordedmore than $58bn volume in 2020, up 15,000% from 2019. Note that Uniswap wasfirst launchedin November 2018, compared toCoinbase in 2012.</p><p>On the other hand, Binance, the market leader in the centralized exchange space, recorded a total of$1.417 trillion spot trading volume in 2020, an increase of 36% from 2019. This figure does not even include other trading volumes, such as options, futures, margin, and other services, which amounted to $1.7 trillion, a 2800% increase from 2019.</p><p>In comparison,Coinbase only recorded $445bn total trading volume in 2020, a 39% increase in 2019. This is evidence that the market leader is pulling away, implying a winner-takes-all market. This becomes evident by referring to Table 1, where the market leader has more than 10 times the trading value than the 2nd place (Coinbase).</p><p>Furthermore, many traditional financial, non-financial international corporations and fintech companies are also participating in the competition. One of the latest addition is ApplePay.ApplePaynow has official support for cryptocurrencies, with GooglePay and SamsungPay to follow suit. Other note-worthy companies include Square, Paypal, and Visa.</p><p>In my opinion,Coinbase looks to be on the losing side if this market is indeed a winner-takes-all market. Further,Coinbase could be losing market more market share as more competition arises.</p><p><img src=\"https://static.tigerbbs.com/01ca6dafd2b567bd920c5e9f8edc8fbb\" tg-width=\"640\" tg-height=\"202\" referrerpolicy=\"no-referrer\">Source:BusinessofApps</p><p><b>Valuation</b></p><p>The tables below showed thatCoinbase's profit margin is healthy at 28% in 2020. Revenue growth rate compounds at approximately 7% annually from 2017-2020, but profits declined.</p><p>Coinbase's valuation in 2017 remains the most attractive, at 1.725 P/S (Price-to-Sales ratio) and 4.21 P/E (Price-to-Earnings ratio). Earlier this month,Coinbase's IPO valuation is pegged at$100bn. However, recent reports indicated a decrease inCoinbase's IPO valuation to$68bn.At a valuation of $100bn and $68bn,Coinbase is valued at approximately 333 P/E and 211 P/E respectively, or approximately 87.7 P/S and 59.65 P/S respectively.</p><p>Coinbase's valuation in 2020 is a far cry from 2017. Perhaps,Coinbase is pushing for its IPO to cash in on the overall stock market's high valuation.</p><p>Nevertheless, considering the 2 fundamental risks outlined above, marginal revenue growth and declined profits,Coinbase is overvalued at the current valuation in my opinion. The current decline in growth stocks further deterioratesCoinbase's investment value proposition.</p><p>Table 3:Coinbase's Revenue from 2016-2020<img src=\"https://static.tigerbbs.com/de8396c363230e04130e43f63d653956\" tg-width=\"640\" tg-height=\"231\" referrerpolicy=\"no-referrer\">Source:BusinessofApps</p><p>Table 4:Coinbase's Profit from 2016-2020<img src=\"https://static.tigerbbs.com/be2327ad800bd3524a3aaa57e3a0b17f\" tg-width=\"640\" tg-height=\"208\" referrerpolicy=\"no-referrer\">Source:BusinessofApps</p><p>Table 5:Coinbase's Historical Valuations<img src=\"https://static.tigerbbs.com/4b1fd86395ee1b0e38f1f6fd472f84bd\" tg-width=\"640\" tg-height=\"159\" referrerpolicy=\"no-referrer\">Source:BusinessofApps</p><p><b>Verdict</b></p><p>In my opinion, the current valuation ofCoinbase couldn't be justified even though the crypto industry is growing rapidly in general. This is down toCoinbase's 2 fundamental risks outlined in this article, marginal growth, sky-high valuation, and the decline in the growth stocks.</p><p>The reason I retain a neutral outlook onCoinbase is the overall outlook of the industry. On the other hand, we can participate in Binance, the market leader in the centralized exchange space, to maximize investment growth. Although Binance is not publicly traded, we can participate in its growth by buying its platform token (BNB).Binance uses part of its profitsto buy back its platform token (BNB)periodically. This results in a gradual increase in its token's price, a similar effect of shares buyback. Hence, I participate in Binance's growth by buying BNB, which saw a 670% YTD return.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can You Make Coin Investing In Coinbase?</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\">\nCan You Make Coin Investing In Coinbase?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-12 22:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4416527-coinbase-path-to-moon-will-be-bumpy-one><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryCoinbase's current valuation is unjustified due to 2 fundamental risks: the hostility of the US regulatory landscape towards centralized exchanges, and the widening gap in a winner-takes-all ...</p>\n\n<a href=\"https://seekingalpha.com/article/4416527-coinbase-path-to-moon-will-be-bumpy-one\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://seekingalpha.com/article/4416527-coinbase-path-to-moon-will-be-bumpy-one","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1194635432","content_text":"SummaryCoinbase's current valuation is unjustified due to 2 fundamental risks: the hostility of the US regulatory landscape towards centralized exchanges, and the widening gap in a winner-takes-all market.With coin listings being one of the core competitive advantages of an exchange, Coinbase has the 2nd smallest coin listings among the top 10 exchanges as a result of regulations.Widening gap between Coinbase (ranked 2nd) and Binance (ranked 1st) in terms of coin listings and trading volume is evidence of a winner-takes-all market, Coinbase is on the losing side.Marginal revenue growth, decline in profitability, and decline in the overall growth stock valuations further plague Coinbase's investment value proposition.I remember the early days of cryptocurrency when Binance andCoinbase (COIN) were competing for the top spot as an exchange. If you've traded cryptocurrencies in the US, you have probably used or heard ofCoinbase. Now thatCoinbase is going public, should you invest in the company?At first glance, this investment value proposition seemed compelling since the overall cryptocurrency industry is growing rapidly. However, I have found evidence of 2 fundamental risks toCoinbase's growth that could not justify its current valuation and could even undermine its future growth. Recentreportsmay also express agreement asCoinbase's IPO valuation dropped from $100bn to $68bn.Fundamental Risks 1: The US Regulatory LandscapeThe US regulatory landscape is not friendly to centralized exchanges in a way that massively dampenedCoinbase's competitive advantages, one of which is coin listings.Coinbase has the 2nd smallest coin listingsCoin listing is one of the most crucial criteria for a trader/investor when choosing an exchange. Traders/investors require a large number of coin listings to speculate on small-cap altcoins for 10x-100x return. The more coins listed, the more opportunities and choices. I personally use several exchanges for this very reason other than unique features such as staking and etc. The 6 exchanges I use are Binance, Crypto.com, KuCoin, Bkex, PoloniEx, and MXC Pro.Why do I use multiple exchanges? Let me illustrate via an example. KuCoin listed Orion(NYSE:ORN)in July 2020 at $1, about 2 months earlier than Binance in October 2020. I bought ORN through KuCoin on its first day at $1.1 and staked it at >20% APY interest. When Binance announced it was listing ORN, its priced spiked upwards. On ORN's first trading day on Binance, ORN's price spiked up as high as $4++ (it is a common occurrence for a token to spike when it is listed in a new exchange). I redeemed my ORN from staking and sold it at $3.60. This transaction earned me more than 300% return. Therefore, the more coins listed, the more opportunities I'll have to replicate this particular transaction to other small-cap altcoins.SinceCoinbase's coin listing is small, traders/investors like myself will find it difficult to find these kinds of opportunities. Furthermore, many of the largest-cap coins are not listed onCoinbase. This is one of the main reasons why I did not useCoinbase; I theorize that many traders/investors like myself feel that way. (Let me know in the comments.)In a recent lawsuit, a man claiming to beCoinbase's client capitalized on the legal battle between Ripple Labs’ battle and U.S. Securities and Exchange Commission (SEC), suedCoinbase for selling XRP tokens and sought compensations and other relief. According to CoinMarketCap.com, XRP is no longer listed onCoinbase. However, it is listed on more than500 other centralized exchanges(excluding decentralized exchanges) that are much smaller thanCoinbase outside the US.XRP is the 7th biggest cryptocurrency by market cap as of the time of writing. Many other top cryptocurrencies are also not found onCoinbase, such as BNB (ranked 3rd), ADA (ranked 4th), DOT (ranked 6th). Amongthe 10 highest-rated centralized exchanges(refer to Table 1), only Bitstamp (18) offers fewer cryptocurrencies thanCoinbase (49), while the market leader (Binance) ledCoinbase by 700% in coin listings.Since regulation can directly affect coin listings, a competitive advantage of an exchange,Coinbase already faces overwhelming challenges to compete on this front alone.Table 1: Top 10 Spot Exchange Ranked by CoinMarketCap Ratings.Source: Table created by Author fromCoinMarketCapOther Regulatory RisksRegulatory risks extend beyond coin listings and the US.Coinbase offers its services to52 countries. If any of the 52 countries ban crypto assets, its revenue would be adversely affected. It is not uncommon for centralized exchanges to relocate to another country due to regulations. While India isplotting a move to ban cryptocurrencies, many exchanges apply forlicenses to move out from India.Statistically speaking, 108 exchangesshut downin 2020, compared to 81 in 2019. At least 3 are shut down by government(s) in 2020, and at least 2 in 2019.Although it seems unlikely for the US to follow China's and India's footsteps to drastically ban crypto-assets now, regulatory risks remain major risks toCoinbase.Fundamental Risk 2: Losing a Winner-Takes-All MarketThere are 2 types of crypto exchanges: centralized and decentralized. Both have pros and cons. The best known centralized exchange is Binance, while the best known decentralized exchange is Uniswap. Although centralized exchanges may require a license by a governing body, decentralized exchanges might not, as decentralized exchanges can have avarying degree of centralized components. Both centralized and decentralized exchanges have their respective roles in the crypto ecosystem, hence I think that both are here to stay.Many of the decentralized exchange source codes are open source (full listshere). In other words, virtually anyone can develop and host a decentralized exchange. This implies a shallow barrier to entry. Uniswap is the market leader in the decentralized exchange space. Itrecordedmore than $58bn volume in 2020, up 15,000% from 2019. Note that Uniswap wasfirst launchedin November 2018, compared toCoinbase in 2012.On the other hand, Binance, the market leader in the centralized exchange space, recorded a total of$1.417 trillion spot trading volume in 2020, an increase of 36% from 2019. This figure does not even include other trading volumes, such as options, futures, margin, and other services, which amounted to $1.7 trillion, a 2800% increase from 2019.In comparison,Coinbase only recorded $445bn total trading volume in 2020, a 39% increase in 2019. This is evidence that the market leader is pulling away, implying a winner-takes-all market. This becomes evident by referring to Table 1, where the market leader has more than 10 times the trading value than the 2nd place (Coinbase).Furthermore, many traditional financial, non-financial international corporations and fintech companies are also participating in the competition. One of the latest addition is ApplePay.ApplePaynow has official support for cryptocurrencies, with GooglePay and SamsungPay to follow suit. Other note-worthy companies include Square, Paypal, and Visa.In my opinion,Coinbase looks to be on the losing side if this market is indeed a winner-takes-all market. Further,Coinbase could be losing market more market share as more competition arises.Source:BusinessofAppsValuationThe tables below showed thatCoinbase's profit margin is healthy at 28% in 2020. Revenue growth rate compounds at approximately 7% annually from 2017-2020, but profits declined.Coinbase's valuation in 2017 remains the most attractive, at 1.725 P/S (Price-to-Sales ratio) and 4.21 P/E (Price-to-Earnings ratio). Earlier this month,Coinbase's IPO valuation is pegged at$100bn. However, recent reports indicated a decrease inCoinbase's IPO valuation to$68bn.At a valuation of $100bn and $68bn,Coinbase is valued at approximately 333 P/E and 211 P/E respectively, or approximately 87.7 P/S and 59.65 P/S respectively.Coinbase's valuation in 2020 is a far cry from 2017. Perhaps,Coinbase is pushing for its IPO to cash in on the overall stock market's high valuation.Nevertheless, considering the 2 fundamental risks outlined above, marginal revenue growth and declined profits,Coinbase is overvalued at the current valuation in my opinion. The current decline in growth stocks further deterioratesCoinbase's investment value proposition.Table 3:Coinbase's Revenue from 2016-2020Source:BusinessofAppsTable 4:Coinbase's Profit from 2016-2020Source:BusinessofAppsTable 5:Coinbase's Historical ValuationsSource:BusinessofAppsVerdictIn my opinion, the current valuation ofCoinbase couldn't be justified even though the crypto industry is growing rapidly in general. This is down toCoinbase's 2 fundamental risks outlined in this article, marginal growth, sky-high valuation, and the decline in the growth stocks.The reason I retain a neutral outlook onCoinbase is the overall outlook of the industry. On the other hand, we can participate in Binance, the market leader in the centralized exchange space, to maximize investment growth. Although Binance is not publicly traded, we can participate in its growth by buying its platform token (BNB).Binance uses part of its profitsto buy back its platform token (BNB)periodically. This results in a gradual increase in its token's price, a similar effect of shares buyback. Hence, I participate in Binance's growth by buying BNB, which saw a 670% YTD return.","news_type":1},"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194078242,"gmtCreate":1621330012287,"gmtModify":1704355880795,"author":{"id":"3581159459661289","authorId":"3581159459661289","name":"Crixalis","avatar":"https://static.tigerbbs.com/db5526d70a786b8749cea4eee82ace81","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"swap comment&nbsp;","listText":"swap comment&nbsp;","text":"swap comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/194078242","repostId":"2136961979","repostType":2,"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190971954,"gmtCreate":1620577263478,"gmtModify":1704345120389,"author":{"id":"3581159459661289","authorId":"3581159459661289","name":"Crixalis","avatar":"https://static.tigerbbs.com/db5526d70a786b8749cea4eee82ace81","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"swap like comment ?","listText":"swap like comment ?","text":"swap like comment ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190971954","repostId":"2134168672","repostType":2,"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106604537,"gmtCreate":1620107182529,"gmtModify":1704338766449,"author":{"id":"3581159459661289","authorId":"3581159459661289","name":"Crixalis","avatar":"https://static.tigerbbs.com/db5526d70a786b8749cea4eee82ace81","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"。。。","listText":"。。。","text":"。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106604537","repostId":"1119366385","repostType":2,"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378321839,"gmtCreate":1619003494621,"gmtModify":1704718128660,"author":{"id":"3581159459661289","authorId":"3581159459661289","name":"Crixalis","avatar":"https://static.tigerbbs.com/db5526d70a786b8749cea4eee82ace81","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378321839","repostId":"1106242522","repostType":4,"repost":{"id":"1106242522","pubTimestamp":1618998566,"share":"https://www.laohu8.com/m/news/1106242522?lang=&edition=full","pubTime":"2021-04-21 17:49","market":"us","language":"zh","title":"供应链人士：苹果12.9英寸iPad Pro Mini LED由富士康独家组装","url":"https://stock-news.laohu8.com/highlight/detail?id=1106242522","media":"中证网","summary":"4月21日下午，中国证券报记者从供应链人士独家获悉，苹果12.9英寸iPad Pro Mini LED版本由富士康独家组装供货。消息面上，4月21日凌晨，苹果发布iPad Pro平板电脑，支持5G，搭","content":"<div>\n<p>4月21日下午，中国证券报记者从供应链人士独家获悉，苹果12.9英寸iPad Pro Mini LED版本由富士康独家组装供货。消息面上，4月21日凌晨，苹果发布iPad Pro平板电脑，支持5G，搭载苹果最新的M1芯片。11英寸版本 iPad Pro 售价6199元起。12.9英寸版本采用Mini LED屏幕，售价8499元起。</p>\n\n<a href=\"http://www.cs.com.cn/sylm/jsbd/202104/t20210421_6159920.html\">Web Link</a>\n\n</div>\n","source":"zzw","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>供应链人士：苹果12.9英寸iPad Pro Mini LED由富士康独家组装</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; 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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供应链人士：苹果12.9英寸iPad Pro Mini LED由富士康独家组装\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-21 17:49 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.cs.com.cn/sylm/jsbd/202104/t20210421_6159920.html><strong>中证网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月21日下午，中国证券报记者从供应链人士独家获悉，苹果12.9英寸iPad Pro Mini LED版本由富士康独家组装供货。消息面上，4月21日凌晨，苹果发布iPad Pro平板电脑，支持5G，搭载苹果最新的M1芯片。11英寸版本 iPad Pro 售价6199元起。12.9英寸版本采用Mini LED屏幕，售价8499元起。</p>\n\n<a href=\"http://www.cs.com.cn/sylm/jsbd/202104/t20210421_6159920.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/052d0d3a6389985cf72883e9c3047ae4","relate_stocks":{"AAPL":"苹果"},"source_url":"http://www.cs.com.cn/sylm/jsbd/202104/t20210421_6159920.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106242522","content_text":"4月21日下午，中国证券报记者从供应链人士独家获悉，苹果12.9英寸iPad Pro Mini LED版本由富士康独家组装供货。消息面上，4月21日凌晨，苹果发布iPad Pro平板电脑，支持5G，搭载苹果最新的M1芯片。11英寸版本 iPad Pro 售价6199元起。12.9英寸版本采用Mini LED屏幕，售价8499元起。","news_type":1},"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342980878,"gmtCreate":1618151022094,"gmtModify":1704706988682,"author":{"id":"3581159459661289","authorId":"3581159459661289","name":"Crixalis","avatar":"https://static.tigerbbs.com/db5526d70a786b8749cea4eee82ace81","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"wait for a like xd","listText":"wait for a like xd","text":"wait for a like xd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/342980878","repostId":"1142324412","repostType":4,"repost":{"id":"1142324412","pubTimestamp":1617982207,"share":"https://www.laohu8.com/m/news/1142324412?lang=&edition=full","pubTime":"2021-04-09 23:30","market":"us","language":"en","title":"XPeng Inc.: A Reawakening","url":"https://stock-news.laohu8.com/highlight/detail?id=1142324412","media":"seekingalpha","summary":"Valuation is middling but not overvalued like in the past.Recent announcement of capacity expansion in Wuhan lends better operational and sales visibility.Company could breakeven and finally reach positive profits soon; major improvements seen in operating margins.Feared chip shortage  was not a disaster, deliveries are still strong.Government support, China's creation of an EV ecosystem.XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese go","content":"<p><b>Summary</b></p>\n<ul>\n <li>Valuation is middling but not overvalued like in the past.</li>\n <li>Recent announcement of capacity expansion in Wuhan lends better operational and sales visibility.</li>\n <li>Company could breakeven and finally reach positive profits soon; major improvements seen in operating margins.</li>\n <li>Feared chip shortage (i.e. supply disruption) was not a disaster, deliveries are still strong.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e0f3343d69719839f9b8f1d337c3984\" tg-width=\"1536\" tg-height=\"1024\"><span>Photo by Robert Way/iStock Editorial via Getty Images</span></p>\n<p><b>Introduction</b></p>\n<p>The stock price of&nbsp;XPEV&nbsp;has been converging with the performance of the S&amp;P 500 since March 2021, as compared to its massive outperformance in 4Q2020. This could be view positively or negatively. On the bright side, this suggests that price performance would become more predictable with lower volatility, indicative of a broadening consensus on the fundamental prospects of the company. On the other hand, traders may be disappointed its lack of momentum. Therefore, this is probably a good time to stop viewing XPEV as purely a trade, but re-analyze its merits as a fundamentally-driven investment.</p>\n<p><i>The frenetic performance of XPEV has calmed down in recent weeks, allowing its one year performance to track the S&amp;P 500 more closely</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f04001d604ecc7892ef3a76c498578b\" tg-width=\"640\" tg-height=\"236\"><span>Source: SeekingAlpha</span></p>\n<p><i>XPEV's G3 Super Long Range Smart SUV</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68446a741f9f97afc10f2149c4e13e13\" tg-width=\"640\" tg-height=\"388\"><span>Source: XPeng Motors (G3、P7) Intelligent electric car with Internet DNA</span></p>\n<p><b>Industry and commercial positives</b></p>\n<p>Optimism on EVs and&nbsp;strong industry growth&nbsp;rates are common knowledge by now. The following points suggest specific positives for XPEV that remain intact despite relatively ebbing momentum on the stock's price (as compared to 4Q2020):</p>\n<ol>\n <li><b>Deliveries met despite fears on chip shortage.</b>While the stock's price momentum appears to have ebbed, recent news continues to remain positive. At an industry level, Chinese vehicle manufacturers XPEV andNIOmanaged to manufacture the expected numbers of vehicle deliveries, despite much feared chip shortages.XPEV chalked&nbsp;in record quarterly deliveries of 13,340 EVs in Q1 2021, +487% over the year and +130% over the month in March.NIO delivered&nbsp;20,060 +423% over the year while Q1 deliveries rose 15.6% to 20,060. The challenge these EV manufacturers face now is not so much the ability to deliver on its numbers, but on being able to meet high expectations for the stock price to gain further traction.</li>\n <li><b>Government support, China's creation of an EV ecosystem.</b>XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese government's push to develop this part of its industry. XPEV has entered into an agreement with the city of Wuhan to build a factory with a capacity of 100,000 EV units. This is a very significant piece of news, considering its deliveries of just 5,102 in March 2021. Annualizing this number, the new capacity will be more than the whole of XPEV's total historical annual production. This news is interesting and significant since it was just released this week, suggesting it may have yet to be factored into analysts' forecast numbers. This is made more important as XPEV has always been considered a laggard in production capabilities to its larger cousin NIO. General Chinese government support for the EV ecosystem is strong, and the new facility in Wuhan echoes earlier provincial government financial support ($77m) in Guangdong. The reality is, for EVs to gain traction, government willingness to support infrastructure initiatives are highly important (e.g. permits for charging stations, creating incentives to convert from old polluting vehicles to green vehicles, etc.). With China's tradition of central planning, the EV ecosystem is placed on the right footing.</li>\n <li><b>Listing in Hong Kong adds to investor base and liquidity.</b>Going forward,XPEV,NIO, and&nbsp;LI&nbsp;intend tolistin Hong Kong this year. This is a strategic move, and makes the valuation of these companies less susceptible by US political bashing (e.g. the threat of being de-listed) should it occur, since it reflects a wider geographical base. The valuations of these companies may even get a boost given greater global liquidity due to added trading in the Asian time zone.</li>\n</ol>\n<p>Of note, in late March, XPEV held an&nbsp;autonomous driving expedition&nbsp;covering eight cities in China and 3,675 kilometers. The exercise was successful, as minimal human intervention was needed during the expedition and adds another brownie point to XPEV's research and development efforts, placing XPEV on the&nbsp;competitive landscape&nbsp;against rivals such as TSLA and NIO on autonomous driving. Apparently, XPEV's autonomous driving results&nbsp;performed better&nbsp;than TSLA's with fewer human interventions per 100km and better navigation in complex situations.</p>\n<p><b>XPEV's improving financials</b></p>\n<p>Now that we have several quarters of financial data on XPEV, it is worth reviewing how its metrics have been performing. Firstly, market expectations aside, deliveries have been very good as abovementioned, and this is flowing through to revenue numbers. As shown in the below table, growth has been very strong, and revenues are expected to more than double in 2021 and continue to double in 2022. Such growth rates place XPEV at the top end of manufacturing firms, as expected of the fast-growing EV market.</p>\n<p>Another point to note is the improvement in operating margins. As with any \"new tech\" company, initial investments would cause hugely negative operating margins in the beginning. What's important is the company's ability to improve margins and reduce costs over time. In this respect, XPEV has done a good job, with operating margins improving sequentially each quarter. Of note, operating margins started to see major improvements between the Jun-2020 (-142%) and Dec-2020 (-39%) quarters as shown in the table below. Given this trend, the company is likely to breakeven and register positive profits soon, which could be a catalytic re-rating for XPEV. When we pair this analysis with the stock price, it appears that XPEV's recently soft stock price performance is not justified.</p>\n<p>Meanwhile, the balance sheet is expected to remain strong. Equity to total liabilities &amp; equity is 23% as at Dec-2020. As abovementioned, further capital raises with a forthcoming Hong Kong listing will add to XPEV's cash buffer.</p>\n<p><i>XPEV's performance improvement in both revenue and operating margin trends appear to have been ignored by the market due to recent the broad market capitulation</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8258dce0cc10e8118a23afce7655bed\" tg-width=\"726\" tg-height=\"737\"><span>*EST = estimate by analysts' consensus from SeekingAlpha</span></p>\n<p><b>XPEV's valuation: somewhere in the middle</b></p>\n<p>XPEV's stock price has done well over the last 6 months versus peers. On a TTM P/S, XPEV is near the middle although its FWD P/S is trading at a premium. However, there could be a general re-rating of the P/S of the sector if the Chinese EV manufacturers reach breakeven in 2021 and record positive profits (our base case belief, given the prevailing trend in XPEV's improving operating margins). This will then allow better price discovery when the companies can then be valued on their P/E ratios.</p>\n<img src=\"https://static.tigerbbs.com/fa975ce545e950a20f809bcc7f698ef6\" tg-width=\"911\" tg-height=\"594\">\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<p><b>Conclusion and Risks</b></p>\n<p>XPEV's stock price may benefit from two key catalysts: (1) expansion of manufacturing facility in Wuhan, which will concretely raise visibility of revenue growth which is expected to double; (2) a valuation regime change as it progresses from a loss making company to a profitable one, expected by this year. Furthermore, it is worth noting that the valuation is not lofty as compared to price levels in 4Q2020, having fallen over the last couple of months.</p>\n<p>Competition may exist and remain intense, but given the large size of China's market and that there are only a couple of notable players (i.e. NIO, LI), the market remains largely an oligopoly which allows XPEV to retain pricing power.</p>\n<p>Much feared risks of execution in the past appear to have materialized but not in a big way, i.e. the previously expected chip shortage. Given the progression to a post-COVID economy, supply chain links should improve and reduce similar risks in the future.</p>\n<p>On a standalone basis, XPEV's prospects appear bright, and now the key hurdle is whether the NASDAQ will find momentum and exceed previous highs. The base case for this should lean towards the positive as the market is merely in the first year of the economic recovery after the pandemic. Recent price consolidation appears to have created a technical setup for a reawakening of price momentum as consumer activity revives post-pandemic.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>XPeng Inc.: A Reawakening</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\">\nXPeng Inc.: A Reawakening\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4418326-xpeng-inc-reawakening><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nValuation is middling but not overvalued like in the past.\nRecent announcement of capacity expansion in Wuhan lends better operational and sales visibility.\nCompany could breakeven and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4418326-xpeng-inc-reawakening\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车"},"source_url":"https://seekingalpha.com/article/4418326-xpeng-inc-reawakening","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1142324412","content_text":"Summary\n\nValuation is middling but not overvalued like in the past.\nRecent announcement of capacity expansion in Wuhan lends better operational and sales visibility.\nCompany could breakeven and finally reach positive profits soon; major improvements seen in operating margins.\nFeared chip shortage (i.e. supply disruption) was not a disaster, deliveries are still strong.\n\nPhoto by Robert Way/iStock Editorial via Getty Images\nIntroduction\nThe stock price of XPEV has been converging with the performance of the S&P 500 since March 2021, as compared to its massive outperformance in 4Q2020. This could be view positively or negatively. On the bright side, this suggests that price performance would become more predictable with lower volatility, indicative of a broadening consensus on the fundamental prospects of the company. On the other hand, traders may be disappointed its lack of momentum. Therefore, this is probably a good time to stop viewing XPEV as purely a trade, but re-analyze its merits as a fundamentally-driven investment.\nThe frenetic performance of XPEV has calmed down in recent weeks, allowing its one year performance to track the S&P 500 more closely\nSource: SeekingAlpha\nXPEV's G3 Super Long Range Smart SUV\nSource: XPeng Motors (G3、P7) Intelligent electric car with Internet DNA\nIndustry and commercial positives\nOptimism on EVs and strong industry growth rates are common knowledge by now. The following points suggest specific positives for XPEV that remain intact despite relatively ebbing momentum on the stock's price (as compared to 4Q2020):\n\nDeliveries met despite fears on chip shortage.While the stock's price momentum appears to have ebbed, recent news continues to remain positive. At an industry level, Chinese vehicle manufacturers XPEV andNIOmanaged to manufacture the expected numbers of vehicle deliveries, despite much feared chip shortages.XPEV chalked in record quarterly deliveries of 13,340 EVs in Q1 2021, +487% over the year and +130% over the month in March.NIO delivered 20,060 +423% over the year while Q1 deliveries rose 15.6% to 20,060. The challenge these EV manufacturers face now is not so much the ability to deliver on its numbers, but on being able to meet high expectations for the stock price to gain further traction.\nGovernment support, China's creation of an EV ecosystem.XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese government's push to develop this part of its industry. XPEV has entered into an agreement with the city of Wuhan to build a factory with a capacity of 100,000 EV units. This is a very significant piece of news, considering its deliveries of just 5,102 in March 2021. Annualizing this number, the new capacity will be more than the whole of XPEV's total historical annual production. This news is interesting and significant since it was just released this week, suggesting it may have yet to be factored into analysts' forecast numbers. This is made more important as XPEV has always been considered a laggard in production capabilities to its larger cousin NIO. General Chinese government support for the EV ecosystem is strong, and the new facility in Wuhan echoes earlier provincial government financial support ($77m) in Guangdong. The reality is, for EVs to gain traction, government willingness to support infrastructure initiatives are highly important (e.g. permits for charging stations, creating incentives to convert from old polluting vehicles to green vehicles, etc.). With China's tradition of central planning, the EV ecosystem is placed on the right footing.\nListing in Hong Kong adds to investor base and liquidity.Going forward,XPEV,NIO, and LI intend tolistin Hong Kong this year. This is a strategic move, and makes the valuation of these companies less susceptible by US political bashing (e.g. the threat of being de-listed) should it occur, since it reflects a wider geographical base. The valuations of these companies may even get a boost given greater global liquidity due to added trading in the Asian time zone.\n\nOf note, in late March, XPEV held an autonomous driving expedition covering eight cities in China and 3,675 kilometers. The exercise was successful, as minimal human intervention was needed during the expedition and adds another brownie point to XPEV's research and development efforts, placing XPEV on the competitive landscape against rivals such as TSLA and NIO on autonomous driving. Apparently, XPEV's autonomous driving results performed better than TSLA's with fewer human interventions per 100km and better navigation in complex situations.\nXPEV's improving financials\nNow that we have several quarters of financial data on XPEV, it is worth reviewing how its metrics have been performing. Firstly, market expectations aside, deliveries have been very good as abovementioned, and this is flowing through to revenue numbers. As shown in the below table, growth has been very strong, and revenues are expected to more than double in 2021 and continue to double in 2022. Such growth rates place XPEV at the top end of manufacturing firms, as expected of the fast-growing EV market.\nAnother point to note is the improvement in operating margins. As with any \"new tech\" company, initial investments would cause hugely negative operating margins in the beginning. What's important is the company's ability to improve margins and reduce costs over time. In this respect, XPEV has done a good job, with operating margins improving sequentially each quarter. Of note, operating margins started to see major improvements between the Jun-2020 (-142%) and Dec-2020 (-39%) quarters as shown in the table below. Given this trend, the company is likely to breakeven and register positive profits soon, which could be a catalytic re-rating for XPEV. When we pair this analysis with the stock price, it appears that XPEV's recently soft stock price performance is not justified.\nMeanwhile, the balance sheet is expected to remain strong. Equity to total liabilities & equity is 23% as at Dec-2020. As abovementioned, further capital raises with a forthcoming Hong Kong listing will add to XPEV's cash buffer.\nXPEV's performance improvement in both revenue and operating margin trends appear to have been ignored by the market due to recent the broad market capitulation\n*EST = estimate by analysts' consensus from SeekingAlpha\nXPEV's valuation: somewhere in the middle\nXPEV's stock price has done well over the last 6 months versus peers. On a TTM P/S, XPEV is near the middle although its FWD P/S is trading at a premium. However, there could be a general re-rating of the P/S of the sector if the Chinese EV manufacturers reach breakeven in 2021 and record positive profits (our base case belief, given the prevailing trend in XPEV's improving operating margins). This will then allow better price discovery when the companies can then be valued on their P/E ratios.\n\n\n\n\n\n\nConclusion and Risks\nXPEV's stock price may benefit from two key catalysts: (1) expansion of manufacturing facility in Wuhan, which will concretely raise visibility of revenue growth which is expected to double; (2) a valuation regime change as it progresses from a loss making company to a profitable one, expected by this year. Furthermore, it is worth noting that the valuation is not lofty as compared to price levels in 4Q2020, having fallen over the last couple of months.\nCompetition may exist and remain intense, but given the large size of China's market and that there are only a couple of notable players (i.e. NIO, LI), the market remains largely an oligopoly which allows XPEV to retain pricing power.\nMuch feared risks of execution in the past appear to have materialized but not in a big way, i.e. the previously expected chip shortage. Given the progression to a post-COVID economy, supply chain links should improve and reduce similar risks in the future.\nOn a standalone basis, XPEV's prospects appear bright, and now the key hurdle is whether the NASDAQ will find momentum and exceed previous highs. The base case for this should lean towards the positive as the market is merely in the first year of the economic recovery after the pandemic. Recent price consolidation appears to have created a technical setup for a reawakening of price momentum as consumer activity revives post-pandemic.","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130096836,"gmtCreate":1621492498625,"gmtModify":1704358512127,"author":{"id":"3581159459661289","authorId":"3581159459661289","name":"Crixalis","avatar":"https://static.tigerbbs.com/db5526d70a786b8749cea4eee82ace81","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/130096836","repostId":"2136947150","repostType":2,"repost":{"id":"2136947150","pubTimestamp":1621486546,"share":"https://www.laohu8.com/m/news/2136947150?lang=&edition=full","pubTime":"2021-05-20 12:55","market":"us","language":"zh","title":"“AI打假师”1秒钟识别20个假大牌","url":"https://stock-news.laohu8.com/highlight/detail?id=2136947150","media":"IT时报","summary":"最近，阿里“AI打假师”升级，一个包含500多个奢侈品大类和1000多个子类商标，累计超过100万个商标数据集的全球最大奢侈品商标库在阿里安全图灵实验室搭建起来。经过训练，“AI打假师”鉴别一个真假大牌商标的速度可缩短至30到50毫秒，比人类眨眼速度还快10倍。AI助力公安打击制售假团伙AI打假师发现的线上假货线索会同步给阿里巴巴线下安全小二，配合公安完成对制售假犯罪团伙的全链路打击。","content":"<html><body><article><p>IT时报记者 孙妍</p><p>人类眨眼速度有多快？0.5秒。</p><p>就在你眨眼的瞬间，人工智能已经鉴别出了10个假冒大牌的商标，相当于1秒钟识别20个假冒商标。</p><p>数据显示，中国境内奢侈品市场2020全年实现约48%的增长。以假乱真的“大牌”，曾让知名主播们陷入舆论风波。</p><p>最近，阿里“AI打假师”升级，一个包含500多个奢侈品大类和1000多个子类商标，累计超过100万个商标数据集的全球最大奢侈品商标库在阿里安全图灵实验室搭建起来。经过训练，“AI打假师”鉴别一个真假大牌商标的速度可缩短至30到50毫秒，比人类眨眼速度还快10倍。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13546827367/0\"/><p>阿里技术研发团队表示，该商标库将无偿提供给全球科研团队使用，并已征集20000多支团队对“AI打假师”算法进行“攻击”，收集涵盖噪声扰动、图形模糊、商标伪造、局部涂抹等更多日常干扰商标识别的手法，进一步以技术创新保护知识产权。</p><p>免费全球最大奢侈品商标数据集</p><p>“AI打假师”是阿里在4月底公开推出的十大便民AI黑科技之一，其内核是通过沉淀20年来积累的海量<a href=\"https://laohu8.com/S/300959\">线上线下</a>打假特征库，与打假经验聚合而成的算法技术系统——知产保护科技大脑。这套系统累积的打假图片样本量超过137亿张，相当于186个中国国家图书馆藏量。该系统能24小时自动运转，96%的疑似侵权链接，在发布上线一瞬间，就会被封杀。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13546827366/0\"/><p>图说：AI打假师识别到有售假者会通过商标涂抹来试图绕过检测</p><p>非假（化名）是<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>平台治理部线上防控假货策略的小二，他介绍，虽然电商平台已经沉淀了20年的打假经验，但难免有心怀不轨的人试图绕过鉴假体系。“我们发现很多奢侈品卖家在PC端发布的商品是正常商品，但他们会在手机端对同一个商品发布假货信息，来引诱消费者看到假货信息，试图绕过防控。”</p><p>算法专家炫谦介绍，阿里安全构建的商标库数据集，一方面通过知识产权局注册商标、新款产品发布、电商图片、脱敏后的实拍图片等数据优化AI打假师的正品logo检测能力，另一方面通过对抗鲁棒性研究来解决非法商户通过对抗手段干扰商标识别来躲避侵权问题。“我们研发的AI打假技术线上识别准确率可达95%。”</p><p>与此同时，阿里安全还联合中科院计算所、清华大学，以该数据库的logo数据为赛题目标，举办ACM MM2021安全AI挑战者计划第七期—鲁棒性标识检测挑战赛，目前赛事已吸引全球20000多支队伍参赛，尝试通过AI来识别加入自然噪声和对抗扰动后的品牌logo图像，以攻促防，提前让AI打假师“尝百草”，锤炼AI识别的稳定性，构建免疫力。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13546827364/0\"/><p>AI助力公安打击制售假团伙</p><p>AI打假师发现的线上假货线索会同步给阿里巴巴线下安全小二，配合公安完成对制售假犯罪团伙的全链路打击。</p><p>过去一年中，打假特战队使用技术协助警方全链条打击的LV等奢侈品包包假货特大案就多达6起，捣毁生产窝点10余个，抓获犯罪嫌疑人150余名，其中包括2020年8月上海警方公开过的上海青浦生产销售假冒LV注册商标商品案，该案涉案金额超亿元。线下安全小二也会将协助案件打击的经验，在AI打假师产品上做回流沉淀，构建更完善的平台知产保护体系。</p><p>阿里安全图灵实验室负责人薛晖介绍：“这个全球最大的奢侈品商标数据集将免费开放给全球科研团队，我们的最终目标是保护所有商品和商家的知识产权，希望提升AI的整体安全性。”</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“AI打假师”1秒钟识别20个假大牌</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“AI打假师”1秒钟识别20个假大牌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-20 12:55 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202105201256437b5effc6&s=b><strong>IT时报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT时报记者 孙妍人类眨眼速度有多快？0.5秒。就在你眨眼的瞬间，人工智能已经鉴别出了10个假冒大牌的商标，相当于1秒钟识别20个假冒商标。数据显示，中国境内奢侈品市场2020全年实现约48%的增长。以假乱真的“大牌”，曾让知名主播们陷入舆论风波。最近，阿里“AI打假师”升级，一个包含500多个奢侈品大类和1000多个子类商标，累计超过100万个商标数据集的全球最大奢侈品商标库在阿里安全图灵实验室...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202105201256437b5effc6&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/53c38b893b1ea0d52d5173f0c3bc05ca","relate_stocks":{"09988":"阿里巴巴-SW","QNETCN":"纳斯达克中美互联网老虎指数","BABA":"阿里巴巴"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202105201256437b5effc6&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2136947150","content_text":"IT时报记者 孙妍人类眨眼速度有多快？0.5秒。就在你眨眼的瞬间，人工智能已经鉴别出了10个假冒大牌的商标，相当于1秒钟识别20个假冒商标。数据显示，中国境内奢侈品市场2020全年实现约48%的增长。以假乱真的“大牌”，曾让知名主播们陷入舆论风波。最近，阿里“AI打假师”升级，一个包含500多个奢侈品大类和1000多个子类商标，累计超过100万个商标数据集的全球最大奢侈品商标库在阿里安全图灵实验室搭建起来。经过训练，“AI打假师”鉴别一个真假大牌商标的速度可缩短至30到50毫秒，比人类眨眼速度还快10倍。阿里技术研发团队表示，该商标库将无偿提供给全球科研团队使用，并已征集20000多支团队对“AI打假师”算法进行“攻击”，收集涵盖噪声扰动、图形模糊、商标伪造、局部涂抹等更多日常干扰商标识别的手法，进一步以技术创新保护知识产权。免费全球最大奢侈品商标数据集“AI打假师”是阿里在4月底公开推出的十大便民AI黑科技之一，其内核是通过沉淀20年来积累的海量线上线下打假特征库，与打假经验聚合而成的算法技术系统——知产保护科技大脑。这套系统累积的打假图片样本量超过137亿张，相当于186个中国国家图书馆藏量。该系统能24小时自动运转，96%的疑似侵权链接，在发布上线一瞬间，就会被封杀。图说：AI打假师识别到有售假者会通过商标涂抹来试图绕过检测非假（化名）是阿里巴巴平台治理部线上防控假货策略的小二，他介绍，虽然电商平台已经沉淀了20年的打假经验，但难免有心怀不轨的人试图绕过鉴假体系。“我们发现很多奢侈品卖家在PC端发布的商品是正常商品，但他们会在手机端对同一个商品发布假货信息，来引诱消费者看到假货信息，试图绕过防控。”算法专家炫谦介绍，阿里安全构建的商标库数据集，一方面通过知识产权局注册商标、新款产品发布、电商图片、脱敏后的实拍图片等数据优化AI打假师的正品logo检测能力，另一方面通过对抗鲁棒性研究来解决非法商户通过对抗手段干扰商标识别来躲避侵权问题。“我们研发的AI打假技术线上识别准确率可达95%。”与此同时，阿里安全还联合中科院计算所、清华大学，以该数据库的logo数据为赛题目标，举办ACM MM2021安全AI挑战者计划第七期—鲁棒性标识检测挑战赛，目前赛事已吸引全球20000多支队伍参赛，尝试通过AI来识别加入自然噪声和对抗扰动后的品牌logo图像，以攻促防，提前让AI打假师“尝百草”，锤炼AI识别的稳定性，构建免疫力。AI助力公安打击制售假团伙AI打假师发现的线上假货线索会同步给阿里巴巴线下安全小二，配合公安完成对制售假犯罪团伙的全链路打击。过去一年中，打假特战队使用技术协助警方全链条打击的LV等奢侈品包包假货特大案就多达6起，捣毁生产窝点10余个，抓获犯罪嫌疑人150余名，其中包括2020年8月上海警方公开过的上海青浦生产销售假冒LV注册商标商品案，该案涉案金额超亿元。线下安全小二也会将协助案件打击的经验，在AI打假师产品上做回流沉淀，构建更完善的平台知产保护体系。阿里安全图灵实验室负责人薛晖介绍：“这个全球最大的奢侈品商标数据集将免费开放给全球科研团队，我们的最终目标是保护所有商品和商家的知识产权，希望提升AI的整体安全性。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192833405,"gmtCreate":1621174122607,"gmtModify":1704353618383,"author":{"id":"3581159459661289","authorId":"3581159459661289","name":"Crixalis","avatar":"https://static.tigerbbs.com/db5526d70a786b8749cea4eee82ace81","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/192833405","repostId":"2135510981","repostType":2,"repost":{"id":"2135510981","pubTimestamp":1621153847,"share":"https://www.laohu8.com/m/news/2135510981?lang=&edition=full","pubTime":"2021-05-16 16:30","market":"us","language":"zh","title":"暴跌40%！三大电商3万亿灰飞烟灭，阿里被逼囚徒困境、毁灭价值？百亿私募新星：恶性竞争，短期不会碰；景林桥水也有行动","url":"https://stock-news.laohu8.com/highlight/detail?id=2135510981","media":"中国基金报","summary":"中国基金报 江右“国内电商赛道急转直下、阿里也被逼囚徒困境、这条赛道已经价值毁灭“，近日一位雪球大V、百亿私募新星犀利点评电商股。实际情况是，这两年顶级互联网巨头在电商赛道展开激烈角逐、包括社区团购大战；最近几个月，拼多多、京东、阿里这几家电商巨头，股价高位跌落，相当惨烈。究竟怎么看这些动辄万亿市值的电商巨头股，知名投资人、顶流基金经理们似乎有着不一定的态度。阿里拼多多京东股价暴跌40%：3.08","content":"<div>\n<p>中国基金报 江右“国内电商赛道急转直下、阿里也被逼囚徒困境、这条赛道已经价值毁灭“，近日一位雪球大V、百亿私募新星犀利点评电商股。实际情况是，这两年顶级互联网巨头在电商赛道展开激烈角逐、包括社区团购大战；最近几个月，拼多多、京东、阿里这几家电商巨头，股价高位跌落，相当惨烈。究竟怎么看这些动辄万亿市值的电商巨头股，知名投资人、顶流基金经理们似乎有着不一定的态度。阿里拼多多京东股价暴跌40%：3.08...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202105161637457a533b5a&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202105161637457a533b5a&s=b><strong>中国基金报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中国基金报 江右“国内电商赛道急转直下、阿里也被逼囚徒困境、这条赛道已经价值毁灭“，近日一位雪球大V、百亿私募新星犀利点评电商股。实际情况是，这两年顶级互联网巨头在电商赛道展开激烈角逐、包括社区团购大战；最近几个月，拼多多、京东、阿里这几家电商巨头，股价高位跌落，相当惨烈。究竟怎么看这些动辄万亿市值的电商巨头股，知名投资人、顶流基金经理们似乎有着不一定的态度。阿里拼多多京东股价暴跌40%：3.08...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202105161637457a533b5a&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3032b14c2473d66d67c993a1e0a753c0","relate_stocks":{"JD":"京东","PDD":"拼多多","BABA":"阿里巴巴","TTTN":"老虎中美互联网巨头ETF","09988":"阿里巴巴-SW","09618":"京东集团-SW","CYB":"人民币ETF-WisdomTree Dreyfus","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202105161637457a533b5a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2135510981","content_text":"中国基金报 江右“国内电商赛道急转直下、阿里也被逼囚徒困境、这条赛道已经价值毁灭“，近日一位雪球大V、百亿私募新星犀利点评电商股。实际情况是，这两年顶级互联网巨头在电商赛道展开激烈角逐、包括社区团购大战；最近几个月，拼多多、京东、阿里这几家电商巨头，股价高位跌落，相当惨烈。究竟怎么看这些动辄万亿市值的电商巨头股，知名投资人、顶流基金经理们似乎有着不一定的态度。阿里拼多多京东股价暴跌40%：3.08万亿市值灰飞烟灭先来看看几张图，拼多多、京东、阿里股价走势图，3只股票从高位下来平均跌幅40.56%。从今年2月份春节后冲到高位，拼多多、京东的股价一路瀑布式下跌，短短几个月，拼多多从212.6美元，跌至如今的118.33美元。京东集团的港股也从高位的422.8港元到如今的268.2港元，美股京东从108.29美元跌至如今的68.15美元。拼多多和京东最高价下来最大跌幅分别达到47%和38%（京东美股和港股）。阿里的跌势更早就开始了，去年10月底冲高后就开始一路的下跌。阿里的美股从319.32美元跌至如今的209.51美元；港股则是从309.4港元跌至204.6港元。阿里的市值大，美股和港股的跌幅都有35%。市值方面。阿里巴巴去年10月份高位总市值8513亿美元（折合5.72万亿人民币），至今最新市值7470亿美元（3.69万亿人民币）；从今年2月份的高位至今，拼多多的市值从2512亿美元（1.62万亿人民币）跌至如今的1483亿美元（9569亿人民币），京东的市值从高位的1683亿美元（1.08万亿人民币），跌至最新的1081亿美元（6973亿人民币）。阿里、拼多多、京东三大电商巨头，高位以来市值分别缩水人民币20338亿元、6608亿人民币、3863亿元，合计蒸发3.08万亿元。不少市场人士认为，对资本无序竞争和互联网巨头垄断的管制，以及电商行业竞争格局的变化，美团、头条、快手等互联网新巨头，通过各种方式进入电商战场，包括社区团购的渗透，让电商行业格局发生了明显变化，这或许是三家电商股股价暴跌的原因。百亿私募新星：电商股已价值毁灭、短期不会碰近日，投资社区雪球大V、这几年崛起的“主动+量化”双驱动的百亿私募新星，85后的进化论资产王一平，颇为犀利地对电商股的现状进行了点评。王一平表示，国内的电商赛道急转直下。现在是高投入，低产出，没有终局。阿里也被逼的囚徒困境，一起烧钱。但是这条赛道实际已经价值毁灭了。随着时间的推演，6家以上的公司恶性竞争，时间不再是电商的朋友，已经无法形成可以沉淀的壁垒，更像是不堪重负的烧钱机器。在阿里、京东、拼多多三大电商之外，目前至少还有美团、今日头条、快手等通过外卖平台、直播带货等各种方式进入电商领域，而前段时间社区团购更是各类互联网群雄逐鹿，社区团购也在向电商渗透。王一平表示，大家（互联网巨头）效率和模式都各有优势，没有绝对领先的效率模式，烧钱的探索会持续很久，利润起来的时间会被拉长。而领头的老大阿里有点囚徒困境，因为追求利润不竞争原有地盘会被蚕食，但是参与竞争就意味着利润大幅度减少，但是起码可能资本市场可以给估值。王一平认为，阿里也下场烧钱的话，那大家可能都没有高估值了。在王一平看来，连（行业）老大都受不了这种玩法了，电商竞争太激烈，一般来说6家以上头部公司的竞争很难有好的商业格局。2-3家还比较容易形成好的商业格局（寡头垄断），介于二者之间就要看具体情况了。王一平表示，后面可能还是要有差异化的市场才有立足之地。短期不太看得到赢家，还是选择回避。千亿顶流基金经理张坤：易方达亚洲精选买京东阿里买满格值得注意的是，千亿顶流公募基金经理张坤，旗下的易方达亚洲精选（QDII基金），随着一季度基金份额增加，还在继续加码京东和阿里的股票，美股和港股都买，并且买到10%的基金持仓上限。从一季度末易方达亚洲精选前十大重仓股来看，持仓京东集团港股6.06%、美股4.57%，合计持有京东达10.63%；持有阿里巴巴港股5.66%、美股4.44%，合计持有阿里10.1%。并且都较去年末持股数大举增加。对于持仓超10%上限，该基金表示属于被动超标。张坤在一季报中表示，判断周期性的顶部和底部几乎是不可能的，而相对可行的是，不断审视我们组合中的公司长期创造自由现金流的能力有没有受损，如果没有，只要内在价值能够稳步提升，股价运行中枢提升就是迟早的事情。不过，与张坤管理的易方达蓝筹精选、易方达中小盘相比，易方达亚洲精选的业绩并不太好。易方达亚洲精选今年以来净值下跌10.67%，张坤从2014年4月任职以来，年化回报为8.12%。不过在蓝筹精选和中小盘暂停大额申购和申购后，开放申购的易方达亚洲精选的份额今年一季度还是大幅增长了，从7.44亿猛增至20.49亿份。由于阿里、京东尚未纳入港股通，目前880亿规模的易方达蓝筹精选买入。景林大举减持拼多多，不过仍是第二大重仓在港股出炉的千亿私募巨头景林资产的美股持仓当中，去年四季度大举增持拼多多后，今年一季度又猛烈进行了减持，不过拼多多仍是在该机构在美股市场的第二大重仓。此外，景林略微增持了京东。一季报显示，景林资产在美股的重仓股中，一季度减持拼多多近378万股至261.8万股，季末持有市值3.5亿美元，拼多多也从景林资产的第一重仓股掉落至第二重仓股。桥水也在大举减持阿里拼多多和京东国际知名对冲基金桥水基金，一季度也大举减持了阿里拼多多和京东。截至一季度末，桥水基金持有的大量中概股总体持仓方向为减持，如重仓持有的阿里巴巴、拼多多、京东、百度和蔚来均出现减持，这些公司今年一季度波动较大，加仓陆金所、贝壳、新东方、百济神州等。编辑：小茉基金圈炸锅！暴赚375.52%，超越刘彦春、张坤两大顶流，首位五年期女冠军基金经理来了！又一次见证历史","news_type":1},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196136783,"gmtCreate":1621035434142,"gmtModify":1704352145895,"author":{"id":"3581159459661289","authorId":"3581159459661289","name":"Crixalis","avatar":"https://static.tigerbbs.com/db5526d70a786b8749cea4eee82ace81","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/196136783","repostId":"2135988484","repostType":2,"repost":{"id":"2135988484","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1621034479,"share":"https://www.laohu8.com/m/news/2135988484?lang=&edition=full","pubTime":"2021-05-15 07:21","market":"hk","language":"zh","title":"美国两家对冲基金对阿里巴巴一家建仓、另一家卖出","url":"https://stock-news.laohu8.com/highlight/detail?id=2135988484","media":"Reuters","summary":"路透波士顿5月14日 - 根据监管资料显示，今年初美国两家知名的维权对冲基金Third Point LLC和Sachem Head Capital Management都对同样的公司进行了交易，但究竟是该持有还是卖出，它们的看法却迥然不同。根据一份文件，由Scott Ferguson执掌的Third Point LLC新买入了中国电商巨头阿里巴巴  ，该基金共买入60.5万股，成为其截至2021年3月31日的最大持股之一。而在维权投资人洛布执掌的Third Point，资产组合经理则出清阿里巴巴仓位，卖出140万股。Third Point自2020年第二季以来一直持有阿里巴巴股票。","content":"<p>路透波士顿5月14日 - 根据监管资料显示，今年初美国两家知名的维权对冲基金Third Point LLC和Sachem Head Capital Management都对同样的公司进行了交易，但究竟是该持有还是卖出，它们的看法却迥然不同。</p>\n<p>根据一份文件，由Scott Ferguson执掌的Third Point LLC新买入了中国电商巨头<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> ，该基金共买入60.5万股，成为其截至2021年3月31日的最大持股之一。</p>\n<p>而在维权投资人洛布(Dan Loeb)执掌的Third Point，资产组合经理则出清阿里巴巴仓位，卖出140万股。Third Point自2020年第二季以来一直持有阿里巴巴股票。(完)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国两家对冲基金对阿里巴巴一家建仓、另一家卖出</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国两家对冲基金对阿里巴巴一家建仓、另一家卖出\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-05-15 07:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>路透波士顿5月14日 - 根据监管资料显示，今年初美国两家知名的维权对冲基金Third Point LLC和Sachem Head Capital Management都对同样的公司进行了交易，但究竟是该持有还是卖出，它们的看法却迥然不同。</p>\n<p>根据一份文件，由Scott Ferguson执掌的Third Point LLC新买入了中国电商巨头<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> ，该基金共买入60.5万股，成为其截至2021年3月31日的最大持股之一。</p>\n<p>而在维权投资人洛布(Dan Loeb)执掌的Third Point，资产组合经理则出清阿里巴巴仓位，卖出140万股。Third Point自2020年第二季以来一直持有阿里巴巴股票。(完)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d332b67478d1764541708340cabd20a8","relate_stocks":{"SYF":"Synchrony Financial","PRCH":"Porch Group, Inc.","IFF":"国际香料香精","QNETCN":"纳斯达克中美互联网老虎指数","BABA":"阿里巴巴","09988":"阿里巴巴-SW","DD":"杜邦"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2135988484","content_text":"路透波士顿5月14日 - 根据监管资料显示，今年初美国两家知名的维权对冲基金Third Point LLC和Sachem Head Capital Management都对同样的公司进行了交易，但究竟是该持有还是卖出，它们的看法却迥然不同。\n根据一份文件，由Scott Ferguson执掌的Third Point LLC新买入了中国电商巨头阿里巴巴 ，该基金共买入60.5万股，成为其截至2021年3月31日的最大持股之一。\n而在维权投资人洛布(Dan Loeb)执掌的Third Point，资产组合经理则出清阿里巴巴仓位，卖出140万股。Third Point自2020年第二季以来一直持有阿里巴巴股票。(完)","news_type":1},"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}