Yen4896 personal page - To The Moon

Yen4896

Yen4896

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2023-04-17

Good good good 👍👍👍

2023-04-16

Good 👍👍👍👍👍👍

2023-04-14

👍

@TradingLounge:TRON /U.S.dollar(TRXUSD) Elliott Wave Technical Analysis 14 April 23

2023-04-12

Good 👍👍👍👍

2023-04-11

Good 👍👍👍👍👍

2023-04-10

Good 👍👍👍👍

2023-04-10

👍

@大小石头家牛妞:職業交易員發現波段機會的一種方法

2023-04-09

Good 👍👍👍👍

2023-04-09

👍

@美股解毒师:C3.AI被做空？一定記得這幾句話！

2023-04-09

👍

@节点财经:王傳福：我是搞戰略的我看的比誰都清楚，無人駕駛是扯淡

2023-04-08

👍👍👍👍👍

2023-04-06

👍

@郭施亮:B站UP主發起停更潮，嗶哩嗶哩的投資價值會受到影響嗎？

2023-04-02

👍

@MetaHK:4月投資策略

2023-03-30

👍

@cheezzy:For some reason the bullish people don't get why some people on this board are critical of the CEO. we missed on earnings for consecutive quarters and the management hasn't put out any plans for returning growth. I found the price attractively low but another miss and its back down to high 80s again. I'm hoping next earnings won't be a miss and guidance will be inline or better, but I'm giving it a low probability.$Alphabet(GOOG)$ $Alphabet(GOOGL)$

2022-08-23

done

@SGX_Stars:4 SG REITS Acquisitions To Watch: A68U, CWBU, CY6U, A17U

2022-06-02

👍

@财经涂鸦:網易有道：終止K9學科培訓業務後，Q1營收同比增長27%

2022-05-02

👍

@中国基金报:長春中風險區“清零”！

2022-04-23

😂$蔚来(NIO)$

2022-04-15

Done

@Alvin Chow:Meta's metaverse 47.5% creator fee is NOT high

2021-08-21

Done

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👍👍👍👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945786451","isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945660705,"gmtCreate":1681455378607,"gmtModify":1681455382203,"author":{"id":"3581991585931606","authorId":"3581991585931606","name":"Yen4896","avatar":"https://static.tigerbbs.com/060d2ced42fb0e27b3102f8d8c3851fb","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581991585931606","idStr":"3581991585931606"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945660705","repostId":"9945635980","repostType":1,"repost":{"id":9945635980,"gmtCreate":1681445018641,"gmtModify":1681451399403,"author":{"id":"4119072940563712","authorId":"4119072940563712","name":"TradingLounge","avatar":"https://community-static.tradeup.com/news/e3847b140dde3f0115931dbd158233e5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4119072940563712","idStr":"4119072940563712"},"themes":[],"title":"TRON /U.S.dollar(TRXUSD) Elliott Wave Technical Analysis 14 April 23","htmlText":"Elliott Wave Analysis TradingLounge Daily Chart, 14 April 23,&nbsp;&nbsp; TRON /U.S.dollar(TRXUSD) TRXUSD Elliott Wave Technical Analysis Function: Follow trend&nbsp; &nbsp;&nbsp; Mode: Motive Structure: Impulse Position: Wave III Direction Next higher Degrees: wave (I) of Impulse Wave Cancel invalid Level: 0.045 Details: Wave II is likely to end at the level of 0.055 and a five-wave rise from this level will confirm it. TRON /U.S.dollar(TRXUSD)Trading Strategy: Tron is still in a strong uptrend. can be above the MA200 and MA50 lines, therefore, the outlook continues to rise of wave ((3)), which tends to be 1.618 times the length of wave ((1)), at the level of 0.10586. TRON /U.S.dollar(TRXUSD)Technical Indicators: The price is above the MA200 indicating an UpTrend The wave oscillators abov","listText":"Elliott Wave Analysis TradingLounge Daily Chart, 14 April 23,&nbsp;&nbsp; TRON /U.S.dollar(TRXUSD) TRXUSD Elliott Wave Technical Analysis Function: Follow trend&nbsp; &nbsp;&nbsp; Mode: Motive Structure: Impulse Position: Wave III Direction Next higher Degrees: wave (I) of Impulse Wave Cancel invalid Level: 0.045 Details: Wave II is likely to end at the level of 0.055 and a five-wave rise from this level will confirm it. TRON /U.S.dollar(TRXUSD)Trading Strategy: Tron is still in a strong uptrend. can be above the MA200 and MA50 lines, therefore, the outlook continues to rise of wave ((3)), which tends to be 1.618 times the length of wave ((1)), at the level of 0.10586. TRON /U.S.dollar(TRXUSD)Technical Indicators: The price is above the MA200 indicating an UpTrend The wave oscillators abov","text":"Elliott Wave Analysis TradingLounge Daily Chart, 14 April 23, TRON /U.S.dollar(TRXUSD) TRXUSD Elliott Wave Technical Analysis Function: Follow trend Mode: Motive Structure: Impulse Position: Wave III Direction Next higher Degrees: wave (I) of Impulse Wave Cancel invalid Level: 0.045 Details: Wave II is likely to end at the level of 0.055 and a five-wave rise from this level will confirm it. TRON /U.S.dollar(TRXUSD)Trading Strategy: Tron is still in a strong uptrend. can be above the MA200 and MA50 lines, therefore, the outlook continues to rise of wave ((3)), which tends to be 1.618 times the length of wave ((1)), at the level of 0.10586. TRON /U.S.dollar(TRXUSD)Technical Indicators: The price is above the MA200 indicating an UpTrend The wave oscillators 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[Miser]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942182257,"gmtCreate":1681163266480,"gmtModify":1681163269597,"author":{"id":"3581991585931606","authorId":"3581991585931606","name":"Yen4896","avatar":"https://static.tigerbbs.com/060d2ced42fb0e27b3102f8d8c3851fb","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581991585931606","idStr":"3581991585931606"},"themes":[],"htmlText":"Good 👍👍👍👍👍","listText":"Good 👍👍👍👍👍","text":"Good 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👍👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942006840","isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942008795,"gmtCreate":1681077795517,"gmtModify":1681077797267,"author":{"id":"3581991585931606","authorId":"3581991585931606","name":"Yen4896","avatar":"https://static.tigerbbs.com/060d2ced42fb0e27b3102f8d8c3851fb","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581991585931606","idStr":"3581991585931606"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942008795","repostId":"653664676","repostType":1,"repost":{"id":653664676,"gmtCreate":1680836635497,"gmtModify":1680836865043,"author":{"id":"3552654261023988","authorId":"3552654261023988","name":"大小石头家牛妞","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3552654261023988","idStr":"3552654261023988"},"themes":[],"title":"職業交易員發現波段機會的一種方法","htmlText":"“&nbsp;來看看以交易爲生的職業交易員眼中最好的波段機會是怎樣的。”&nbsp;週四美股低開高走，三大指數均小幅收漲。值得注意的是，週四是本週美股的最後一個交易日，因耶穌受難日，美股週五休市一日，但當天將會發布重磅的非農就業報告，投資者將再次瞭解美國經濟的健康狀況。截至收盤，$道瓊斯指數(.DJI.US)$漲幅爲0.01%； $納斯達克指數 IXIC$ 漲幅爲0.76%； <a href=\"https://laohu8.com/S/.SPX\">$標普500(.SPX)$</a> 漲幅爲0.36%在金融市場中，贏家有兩類人，一類是成功的價值投資者，一類是成功的職業交易員。就大部分人想要每月都有正收益的心態而言，更能實現這一點的是波段交易，而非價值投資； &nbsp;因而絕大部分投資者，可能更適合學習的是那些以交易爲生的職業交易員是如何做波段的。 &nbsp;而價值投資者亦可在倉位已滿時，使用不影響長期持有的小倉位，在熟悉的個股上適當做幾次15%以上的波段；降低持倉成本的同時，讓自己保持好的投資心態，更好地拿住大部分籌碼。 &nbsp;這說明不管是不想長持的波段派，還是計劃長持的價值投資者，若能掌握一些波段交易的方法，都有助於自己的投資。 &nbsp;想起前幾天有個朋友在財媽上週五的文中留下這樣一句話： &nbsp;圖片&nbsp;一買就漲，然後搞到負成本的概率不大，但是通過適度波段是可以把成本降到無壓力的價位的。 &nbsp;財媽瞭解的有幾個大V就是這麼做的，比如價值十一年等，這種做法也非常適合牛短熊長的港A市場。 &nbsp;（關於價值投資如何通過波段降成本可回顧《投資的小確幸：詳解波段操作》） &nbsp;今天就來分享近期從《走進我的交易室》中學到的職業交易員發現波段機會的一種方法，希望對大家的投資有所助益。01—職業交易員如何找到波段機會在《走進我的交易室》一書中，","listText":"“&nbsp;來看看以交易爲生的職業交易員眼中最好的波段機會是怎樣的。”&nbsp;週四美股低開高走，三大指數均小幅收漲。值得注意的是，週四是本週美股的最後一個交易日，因耶穌受難日，美股週五休市一日，但當天將會發布重磅的非農就業報告，投資者將再次瞭解美國經濟的健康狀況。截至收盤，$道瓊斯指數(.DJI.US)$漲幅爲0.01%； $納斯達克指數 IXIC$ 漲幅爲0.76%； <a href=\"https://laohu8.com/S/.SPX\">$標普500(.SPX)$</a> 漲幅爲0.36%在金融市場中，贏家有兩類人，一類是成功的價值投資者，一類是成功的職業交易員。就大部分人想要每月都有正收益的心態而言，更能實現這一點的是波段交易，而非價值投資； &nbsp;因而絕大部分投資者，可能更適合學習的是那些以交易爲生的職業交易員是如何做波段的。 &nbsp;而價值投資者亦可在倉位已滿時，使用不影響長期持有的小倉位，在熟悉的個股上適當做幾次15%以上的波段；降低持倉成本的同時，讓自己保持好的投資心態，更好地拿住大部分籌碼。 &nbsp;這說明不管是不想長持的波段派，還是計劃長持的價值投資者，若能掌握一些波段交易的方法，都有助於自己的投資。 &nbsp;想起前幾天有個朋友在財媽上週五的文中留下這樣一句話： &nbsp;圖片&nbsp;一買就漲，然後搞到負成本的概率不大，但是通過適度波段是可以把成本降到無壓力的價位的。 &nbsp;財媽瞭解的有幾個大V就是這麼做的，比如價值十一年等，這種做法也非常適合牛短熊長的港A市場。 &nbsp;（關於價值投資如何通過波段降成本可回顧《投資的小確幸：詳解波段操作》） &nbsp;今天就來分享近期從《走進我的交易室》中學到的職業交易員發現波段機會的一種方法，希望對大家的投資有所助益。01—職業交易員如何找到波段機會在《走進我的交易室》一書中，","text":"“ 來看看以交易爲生的職業交易員眼中最好的波段機會是怎樣的。” 週四美股低開高走，三大指數均小幅收漲。值得注意的是，週四是本週美股的最後一個交易日，因耶穌受難日，美股週五休市一日，但當天將會發布重磅的非農就業報告，投資者將再次瞭解美國經濟的健康狀況。截至收盤，$道瓊斯指數(.DJI.US)$漲幅爲0.01%； $納斯達克指數 IXIC$ 漲幅爲0.76%； $標普500(.SPX)$ 漲幅爲0.36%在金融市場中，贏家有兩類人，一類是成功的價值投資者，一類是成功的職業交易員。就大部分人想要每月都有正收益的心態而言，更能實現這一點的是波段交易，而非價值投資； 因而絕大部分投資者，可能更適合學習的是那些以交易爲生的職業交易員是如何做波段的。 而價值投資者亦可在倉位已滿時，使用不影響長期持有的小倉位，在熟悉的個股上適當做幾次15%以上的波段；降低持倉成本的同時，讓自己保持好的投資心態，更好地拿住大部分籌碼。 這說明不管是不想長持的波段派，還是計劃長持的價值投資者，若能掌握一些波段交易的方法，都有助於自己的投資。 想起前幾天有個朋友在財媽上週五的文中留下這樣一句話： 圖片 一買就漲，然後搞到負成本的概率不大，但是通過適度波段是可以把成本降到無壓力的價位的。 財媽瞭解的有幾個大V就是這麼做的，比如價值十一年等，這種做法也非常適合牛短熊長的港A市場。 （關於價值投資如何通過波段降成本可回顧《投資的小確幸：詳解波段操作》） 今天就來分享近期從《走進我的交易室》中學到的職業交易員發現波段機會的一種方法，希望對大家的投資有所助益。01—職業交易員如何找到波段機會在《走進我的交易室》一書中，","images":[{"img":"https://static.tigerbbs.com/f83fd82dbe0af5e0e626d49af99fecd6","width":"479","height":"344"},{"img":"https://static.tigerbbs.com/93d8a3538ae63db41edee9f62f460234","width":"1080","height":"1075"},{"img":"https://static.tigerbbs.com/d4658d7f91dc1c4d615925b84e449ff2","width":"612","height":"128"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/653664676","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946794223,"gmtCreate":1681050676863,"gmtModify":1681050681416,"author":{"id":"3581991585931606","authorId":"3581991585931606","name":"Yen4896","avatar":"https://static.tigerbbs.com/060d2ced42fb0e27b3102f8d8c3851fb","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581991585931606","idStr":"3581991585931606"},"themes":[],"htmlText":"Good 👍👍👍👍","listText":"Good 👍👍👍👍","text":"Good 👍👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946794223","isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946442683,"gmtCreate":1681038815042,"gmtModify":1681038817092,"author":{"id":"3581991585931606","authorId":"3581991585931606","name":"Yen4896","avatar":"https://static.tigerbbs.com/060d2ced42fb0e27b3102f8d8c3851fb","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581991585931606","idStr":"3581991585931606"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946442683","repostId":"653855241","repostType":1,"repost":{"id":653855241,"gmtCreate":1680770313176,"gmtModify":1680770313176,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3440721572920950","idStr":"3440721572920950"},"themes":[],"title":"C3.AI被做空？一定記得這幾句話！","htmlText":"AI賽道熄火了嗎？我覺得不能單純地從一兩隻股票的反應當中下結論，因爲出來混都是要還的！雖然， <a href=\"https://laohu8.com/S/AI\"></a><a href=\"https://laohu8.com/S/AI\">$C3.ai, Inc.(AI)$</a> 連續兩天大跌，回調幅度接近40%，但這更多的是C3公司自己的問題，因爲這家公司得益於業內最響亮的標的名稱“AI”，曝光及流量加成，但實際業務能力並非行業翹楚，估值水平也遠高於行業平均。目前的波動依然是“meme”股的特徵。參考我們此前的報告<a href=\"https://laohu8.com/TW/622555342\" target=\"_blank\">《C3.ai: 正在成爲下一隻Meme股？》</a>總結一下：C3.ai在3月3日公佈的Q4業績，雖然表現超過市場預期，但是前一個季度公司調低了指引，因此這並不是真正表現優秀，而只是預期管理；公司近幾個季度營收是下降的，利潤率也因成本開支增大而不確定，且還遠未看到盈利希望；公司本質上是一個套用ChatGPT的中介服務機構，但是昂貴、落後且難以實施的解決方案，在面對大量替代方案時處於劣勢；銷售團隊流失明顯，表明存在基本領導問題；與能源服務巨頭Baker Hughes簽訂的重要銷售合作似乎正在瓦解。3月6日遭到Kerrisdale Capital的做空，<a href=\"https://www.kerrisdalecap.com/wp-content/uploads/2023/03/C3.ai-AI.pdf\" target=\"_blank\">點擊查看做空報告，</a>也指控了以上幾個問題。由於這家公司市值不大，纔不到25億美元，且目前的做空比例相對較高（28%），已經明顯是一家類似於","listText":"AI賽道熄火了嗎？我覺得不能單純地從一兩隻股票的反應當中下結論，因爲出來混都是要還的！雖然， <a href=\"https://laohu8.com/S/AI\"></a><a href=\"https://laohu8.com/S/AI\">$C3.ai, Inc.(AI)$</a> 連續兩天大跌，回調幅度接近40%，但這更多的是C3公司自己的問題，因爲這家公司得益於業內最響亮的標的名稱“AI”，曝光及流量加成，但實際業務能力並非行業翹楚，估值水平也遠高於行業平均。目前的波動依然是“meme”股的特徵。參考我們此前的報告<a href=\"https://laohu8.com/TW/622555342\" target=\"_blank\">《C3.ai: 正在成爲下一隻Meme股？》</a>總結一下：C3.ai在3月3日公佈的Q4業績，雖然表現超過市場預期，但是前一個季度公司調低了指引，因此這並不是真正表現優秀，而只是預期管理；公司近幾個季度營收是下降的，利潤率也因成本開支增大而不確定，且還遠未看到盈利希望；公司本質上是一個套用ChatGPT的中介服務機構，但是昂貴、落後且難以實施的解決方案，在面對大量替代方案時處於劣勢；銷售團隊流失明顯，表明存在基本領導問題；與能源服務巨頭Baker Hughes簽訂的重要銷售合作似乎正在瓦解。3月6日遭到Kerrisdale Capital的做空，<a href=\"https://www.kerrisdalecap.com/wp-content/uploads/2023/03/C3.ai-AI.pdf\" target=\"_blank\">點擊查看做空報告，</a>也指控了以上幾個問題。由於這家公司市值不大，纔不到25億美元，且目前的做空比例相對較高（28%），已經明顯是一家類似於","text":"AI賽道熄火了嗎？我覺得不能單純地從一兩隻股票的反應當中下結論，因爲出來混都是要還的！雖然， $C3.ai, Inc.(AI)$ 連續兩天大跌，回調幅度接近40%，但這更多的是C3公司自己的問題，因爲這家公司得益於業內最響亮的標的名稱“AI”，曝光及流量加成，但實際業務能力並非行業翹楚，估值水平也遠高於行業平均。目前的波動依然是“meme”股的特徵。參考我們此前的報告《C3.ai: 正在成爲下一隻Meme股？》總結一下：C3.ai在3月3日公佈的Q4業績，雖然表現超過市場預期，但是前一個季度公司調低了指引，因此這並不是真正表現優秀，而只是預期管理；公司近幾個季度營收是下降的，利潤率也因成本開支增大而不確定，且還遠未看到盈利希望；公司本質上是一個套用ChatGPT的中介服務機構，但是昂貴、落後且難以實施的解決方案，在面對大量替代方案時處於劣勢；銷售團隊流失明顯，表明存在基本領導問題；與能源服務巨頭Baker Hughes簽訂的重要銷售合作似乎正在瓦解。3月6日遭到Kerrisdale Capital的做空，點擊查看做空報告，也指控了以上幾個問題。由於這家公司市值不大，纔不到25億美元，且目前的做空比例相對較高（28%），已經明顯是一家類似於","images":[{"img":"https://static.tigerbbs.com/e8f2587d69b4e7eab12f1e9783f825f2","width":"425","height":"273"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/653855241","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946442114,"gmtCreate":1681038794338,"gmtModify":1681038798113,"author":{"id":"3581991585931606","authorId":"3581991585931606","name":"Yen4896","avatar":"https://static.tigerbbs.com/060d2ced42fb0e27b3102f8d8c3851fb","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581991585931606","idStr":"3581991585931606"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946442114","repostId":"653886883","repostType":1,"repost":{"id":653886883,"gmtCreate":1680751888244,"gmtModify":1680756220956,"author":{"id":"3539674289973208","authorId":"3539674289973208","name":"节点财经","avatar":"https://static.tigerbbs.com/8bc4a2c77823eb34200081e30d39a4d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3539674289973208","idStr":"3539674289973208"},"themes":[],"title":"王傳福：我是搞戰略的我看的比誰都清楚，無人駕駛是扯淡","htmlText":"文 / 七公出品 / 節點商業組 <a href=\"https://laohu8.com/S/002594\">$比亞迪(002594)$</a> 一時無兩，王傳福春風得意。近日，在集團2022年財報交流會上，一向低調、內斂的“技術狂人”突然風格迥異，不僅對新能源汽車侃侃而談，還說了很多行業內沒人敢說的大實話，尤其直白、坦率地發表了他對自動駕駛（無人駕駛）的看法。王傳福認爲，自動駕駛就是被資本裹挾的虛頭巴腦的東西，都是忽悠，高級輔助駕駛纔是未來的發展方向。無人駕駛就是扯淡本質是一款輔助駕駛的高級配置“一開始是被資本裹挾，所以沒人指出它的缺點，某些廠商不斷吹噓到哪一年實現多少自動駕駛，現在時間到了，包不住了，謊言圓不下去了，市值下跌了，然後就逐漸迴歸理性了。”“我是實實在在搞戰略的，我看的比誰都清，我們有幾萬名工程師在探索這個東西到底行不行，這條路到底通不通，我不清楚嗎？我們比亞迪走的每一條戰略不都是對的嗎？難道在這上面會錯嗎？”……對於自動駕駛，王傳福的這番長篇大論，被不少人視爲車圈難得的“人間清醒”。之所以語出驚人，王傳福的理由滿溢說服力。圖源：比亞迪官網首先，技術面臨重大挑戰：生產線搞智能化、無人化尚且很難，何況盤根錯節、應用場景多變的無人駕駛。當代工業化製造，把大量重複性、模式化、客觀性的工作交給機器完成，是降本增效、創收創利的絕佳途徑。然而，現實處境遠比想象的要龐雜、細碎。就拿比亞迪來說，擁有66萬員工，要發工資，要繳社保，要提供住宿，負擔極重。能不能通過產線無人化替代？答案是不能。王傳福覺得，連固定的東西都搞不定，更別提比這個難幾萬倍的無人駕駛了。與其投入大量資金去研發無人駕駛，不如將精力集中在提高產線的無人化水平上。這樣一來，不僅能極大地開源節流，又避免了法律法規和道德倫理等方面的問題。其次，責任主體花落誰家?本次發佈會上，王傳福給出了一組數字：全球每年因車禍死亡","listText":"文 / 七公出品 / 節點商業組 <a href=\"https://laohu8.com/S/002594\">$比亞迪(002594)$</a> 一時無兩，王傳福春風得意。近日，在集團2022年財報交流會上，一向低調、內斂的“技術狂人”突然風格迥異，不僅對新能源汽車侃侃而談，還說了很多行業內沒人敢說的大實話，尤其直白、坦率地發表了他對自動駕駛（無人駕駛）的看法。王傳福認爲，自動駕駛就是被資本裹挾的虛頭巴腦的東西，都是忽悠，高級輔助駕駛纔是未來的發展方向。無人駕駛就是扯淡本質是一款輔助駕駛的高級配置“一開始是被資本裹挾，所以沒人指出它的缺點，某些廠商不斷吹噓到哪一年實現多少自動駕駛，現在時間到了，包不住了，謊言圓不下去了，市值下跌了，然後就逐漸迴歸理性了。”“我是實實在在搞戰略的，我看的比誰都清，我們有幾萬名工程師在探索這個東西到底行不行，這條路到底通不通，我不清楚嗎？我們比亞迪走的每一條戰略不都是對的嗎？難道在這上面會錯嗎？”……對於自動駕駛，王傳福的這番長篇大論，被不少人視爲車圈難得的“人間清醒”。之所以語出驚人，王傳福的理由滿溢說服力。圖源：比亞迪官網首先，技術面臨重大挑戰：生產線搞智能化、無人化尚且很難，何況盤根錯節、應用場景多變的無人駕駛。當代工業化製造，把大量重複性、模式化、客觀性的工作交給機器完成，是降本增效、創收創利的絕佳途徑。然而，現實處境遠比想象的要龐雜、細碎。就拿比亞迪來說，擁有66萬員工，要發工資，要繳社保，要提供住宿，負擔極重。能不能通過產線無人化替代？答案是不能。王傳福覺得，連固定的東西都搞不定，更別提比這個難幾萬倍的無人駕駛了。與其投入大量資金去研發無人駕駛，不如將精力集中在提高產線的無人化水平上。這樣一來，不僅能極大地開源節流，又避免了法律法規和道德倫理等方面的問題。其次，責任主體花落誰家?本次發佈會上，王傳福給出了一組數字：全球每年因車禍死亡","text":"文 / 七公出品 / 節點商業組 $比亞迪(002594)$ 一時無兩，王傳福春風得意。近日，在集團2022年財報交流會上，一向低調、內斂的“技術狂人”突然風格迥異，不僅對新能源汽車侃侃而談，還說了很多行業內沒人敢說的大實話，尤其直白、坦率地發表了他對自動駕駛（無人駕駛）的看法。王傳福認爲，自動駕駛就是被資本裹挾的虛頭巴腦的東西，都是忽悠，高級輔助駕駛纔是未來的發展方向。無人駕駛就是扯淡本質是一款輔助駕駛的高級配置“一開始是被資本裹挾，所以沒人指出它的缺點，某些廠商不斷吹噓到哪一年實現多少自動駕駛，現在時間到了，包不住了，謊言圓不下去了，市值下跌了，然後就逐漸迴歸理性了。”“我是實實在在搞戰略的，我看的比誰都清，我們有幾萬名工程師在探索這個東西到底行不行，這條路到底通不通，我不清楚嗎？我們比亞迪走的每一條戰略不都是對的嗎？難道在這上面會錯嗎？”……對於自動駕駛，王傳福的這番長篇大論，被不少人視爲車圈難得的“人間清醒”。之所以語出驚人，王傳福的理由滿溢說服力。圖源：比亞迪官網首先，技術面臨重大挑戰：生產線搞智能化、無人化尚且很難，何況盤根錯節、應用場景多變的無人駕駛。當代工業化製造，把大量重複性、模式化、客觀性的工作交給機器完成，是降本增效、創收創利的絕佳途徑。然而，現實處境遠比想象的要龐雜、細碎。就拿比亞迪來說，擁有66萬員工，要發工資，要繳社保，要提供住宿，負擔極重。能不能通過產線無人化替代？答案是不能。王傳福覺得，連固定的東西都搞不定，更別提比這個難幾萬倍的無人駕駛了。與其投入大量資金去研發無人駕駛，不如將精力集中在提高產線的無人化水平上。這樣一來，不僅能極大地開源節流，又避免了法律法規和道德倫理等方面的問題。其次，責任主體花落誰家?本次發佈會上，王傳福給出了一組數字：全球每年因車禍死亡","images":[{"img":"https://static.tigerbbs.com/658d66c8988a31bdd24d01c2d5cbd5e6","width":"640","height":"363"},{"img":"https://static.tigerbbs.com/38ec09b0946bb4d724fa3913732bb85a","width":"640","height":"116"},{"img":"https://static.tigerbbs.com/f2cc787297466305e731faafc2cd3f58","width":"640","height":"395"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/653886883","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946692200,"gmtCreate":1680930984501,"gmtModify":1680930990439,"author":{"id":"3581991585931606","authorId":"3581991585931606","name":"Yen4896","avatar":"https://static.tigerbbs.com/060d2ced42fb0e27b3102f8d8c3851fb","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581991585931606","idStr":"3581991585931606"},"themes":[],"htmlText":"👍👍👍👍👍","listText":"👍👍👍👍👍","text":"👍👍👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946692200","isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948241889,"gmtCreate":1680728021441,"gmtModify":1680728025103,"author":{"id":"3581991585931606","authorId":"3581991585931606","name":"Yen4896","avatar":"https://static.tigerbbs.com/060d2ced42fb0e27b3102f8d8c3851fb","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581991585931606","idStr":"3581991585931606"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948241889","repostId":"653999158","repostType":1,"repost":{"id":653999158,"gmtCreate":1680481630175,"gmtModify":1680481630175,"author":{"id":"3478579798195143","authorId":"3478579798195143","name":"郭施亮","avatar":"https://static.tigerbbs.com/1db8ea0839e818e7ccb78068904bed36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3478579798195143","idStr":"3478579798195143"},"themes":[],"title":"B站UP主發起停更潮，嗶哩嗶哩的投資價值會受到影響嗎？","htmlText":"<a href=\"https://laohu8.com/S/BILI\">$嗶哩嗶哩(BILI)$</a> &nbsp;&nbsp;嗶哩嗶哩成立14年時間，聚集了大量的年輕用戶。從用戶的真實體驗出發，B站受歡迎的原因，一方面是B站活躍的ACG氛圍，另一方面是B站觀看體驗比較好，沒有太多的廣告困擾，而且其彈屏文化頗具特色，非常吸引用戶的關注。&nbsp;&nbsp;B站成立14年，PUGV模式（專業用戶自制內容）成爲其亮點之一，多年來憑藉專業優秀UP主的內容產出，大大提升了用戶黏性與平臺吸引力。隨着B站的逐漸壯大，在創作激勵計劃正式上線之後，B站的UGC影響力（用戶生產內容）也在持續提升。&nbsp;&nbsp;B站UP主發起停更潮，對平臺的影響還是有的。但是，並不是意味着顛覆B站的商業模式。&nbsp;&nbsp;B站吸引UP主的原因，既與平臺的氛圍文化有關，也與B站的激勵分成模式有關。據B站2022年財報顯示，給到UP主的激勵/分成高達91億，同比增長了18%。2022年B站虧損74.97億，同比下降約10.43%，給到UP的高激勵分成金額比2022年的虧損金額還要高。&nbsp;&nbsp;B站持續給到UP主高昂的激勵分成，可見頭部UP主對B站有着不可估量的影響。隨着UP主停更潮的出現，B站是時候要考慮業務調整或者更積極的應對措施了。&nbsp;&nbsp;在UP主停更潮出現的背後，大概與幾方面的原因有關。&nbsp;&nbsp;例如，經濟環境不明朗，廣告主投入力度下降，並導致流量收益、商業接單數量減少，UP更新熱情顯著降溫。&nbsp;&nbsp;例如，面對激烈的競爭環境，平臺補貼力度下降，且平臺融資壓力增加，UP主的收益也會受到明顯的衝擊影響。&nbsp;&nbsp;又如，在ChatGPT的影響下，加快了AIGC的崛起速度，一旦AI創作成爲主導模式，將會弱化UGC的競","listText":"<a href=\"https://laohu8.com/S/BILI\">$嗶哩嗶哩(BILI)$</a> &nbsp;&nbsp;嗶哩嗶哩成立14年時間，聚集了大量的年輕用戶。從用戶的真實體驗出發，B站受歡迎的原因，一方面是B站活躍的ACG氛圍，另一方面是B站觀看體驗比較好，沒有太多的廣告困擾，而且其彈屏文化頗具特色，非常吸引用戶的關注。&nbsp;&nbsp;B站成立14年，PUGV模式（專業用戶自制內容）成爲其亮點之一，多年來憑藉專業優秀UP主的內容產出，大大提升了用戶黏性與平臺吸引力。隨着B站的逐漸壯大，在創作激勵計劃正式上線之後，B站的UGC影響力（用戶生產內容）也在持續提升。&nbsp;&nbsp;B站UP主發起停更潮，對平臺的影響還是有的。但是，並不是意味着顛覆B站的商業模式。&nbsp;&nbsp;B站吸引UP主的原因，既與平臺的氛圍文化有關，也與B站的激勵分成模式有關。據B站2022年財報顯示，給到UP主的激勵/分成高達91億，同比增長了18%。2022年B站虧損74.97億，同比下降約10.43%，給到UP的高激勵分成金額比2022年的虧損金額還要高。&nbsp;&nbsp;B站持續給到UP主高昂的激勵分成，可見頭部UP主對B站有着不可估量的影響。隨着UP主停更潮的出現，B站是時候要考慮業務調整或者更積極的應對措施了。&nbsp;&nbsp;在UP主停更潮出現的背後，大概與幾方面的原因有關。&nbsp;&nbsp;例如，經濟環境不明朗，廣告主投入力度下降，並導致流量收益、商業接單數量減少，UP更新熱情顯著降溫。&nbsp;&nbsp;例如，面對激烈的競爭環境，平臺補貼力度下降，且平臺融資壓力增加，UP主的收益也會受到明顯的衝擊影響。&nbsp;&nbsp;又如，在ChatGPT的影響下，加快了AIGC的崛起速度，一旦AI創作成爲主導模式，將會弱化UGC的競","text":"$嗶哩嗶哩(BILI)$ 嗶哩嗶哩成立14年時間，聚集了大量的年輕用戶。從用戶的真實體驗出發，B站受歡迎的原因，一方面是B站活躍的ACG氛圍，另一方面是B站觀看體驗比較好，沒有太多的廣告困擾，而且其彈屏文化頗具特色，非常吸引用戶的關注。 B站成立14年，PUGV模式（專業用戶自制內容）成爲其亮點之一，多年來憑藉專業優秀UP主的內容產出，大大提升了用戶黏性與平臺吸引力。隨着B站的逐漸壯大，在創作激勵計劃正式上線之後，B站的UGC影響力（用戶生產內容）也在持續提升。 B站UP主發起停更潮，對平臺的影響還是有的。但是，並不是意味着顛覆B站的商業模式。 B站吸引UP主的原因，既與平臺的氛圍文化有關，也與B站的激勵分成模式有關。據B站2022年財報顯示，給到UP主的激勵/分成高達91億，同比增長了18%。2022年B站虧損74.97億，同比下降約10.43%，給到UP的高激勵分成金額比2022年的虧損金額還要高。 B站持續給到UP主高昂的激勵分成，可見頭部UP主對B站有着不可估量的影響。隨着UP主停更潮的出現，B站是時候要考慮業務調整或者更積極的應對措施了。 在UP主停更潮出現的背後，大概與幾方面的原因有關。 例如，經濟環境不明朗，廣告主投入力度下降，並導致流量收益、商業接單數量減少，UP更新熱情顯著降溫。 例如，面對激烈的競爭環境，平臺補貼力度下降，且平臺融資壓力增加，UP主的收益也會受到明顯的衝擊影響。 又如，在ChatGPT的影響下，加快了AIGC的崛起速度，一旦AI創作成爲主導模式，將會弱化UGC的競","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/653999158","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941533067,"gmtCreate":1680385615659,"gmtModify":1680385619343,"author":{"id":"3581991585931606","authorId":"3581991585931606","name":"Yen4896","avatar":"https://static.tigerbbs.com/060d2ced42fb0e27b3102f8d8c3851fb","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581991585931606","idStr":"3581991585931606"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941533067","repostId":"9941502777","repostType":1,"repost":{"id":9941502777,"gmtCreate":1680351540500,"gmtModify":1680351553178,"author":{"id":"4138775105203852","authorId":"4138775105203852","name":"MetaHK","avatar":"https://community-static.tradeup.com/news/0441fd5702b5ef5d9b847f0216e94cab","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4138775105203852","idStr":"4138775105203852"},"themes":[],"title":"4月投資策略","htmlText":"3月初的投資策略講到美股會有終極一跌，言猶在耳就發生了多間銀行破產事件，不過暫時都是算穩定下來，也逼使聯儲局本來在3月大有機會加息0.5%改為加息0.25%，投資者也普遍預期這次是最後一次加息。 開始減息 -&gt; 經濟衰退 -&gt; 股票大跌 不過，不要以為停止加息甚至減息就等於利好股票市場，歷史上經濟衰退大多數都在開始減息時才發生，而經濟衰退後一陣子股票才會突然有大跌。因為經濟衰退通常被定義為連續兩季GDP負增長，是一個延後數據，而實際世界中，聯儲局理應在其他方面感受到經濟正在下滑而先採取減息策略，所以做成減息先於經濟衰退。 而現在到經濟衰退這段時間可能會有小升幅，但不要以為是牛市，投資時要控制注碼，並避開近日受影響的行業。上次推薦的大型科技股在3月明顯跑贏，可以暫時止賺，ChatGPT的冒起有可能重新為科技股洗牌，特別是對Google和Apple的App Store。 由此圖可以看見，利率到頂後，通常不久美股就會開始向下跌，現在近75%投資者認為5月不會在加息，超過65%人認為7月開始會減息，很有可能美股在這個時間附近會大跌。 2年期10年期美債利差倒掛近9個月的啟示 另一個指標可以參考就是2年期國債和10年期國債的息差，正常時代10年期利率應該比2年期利率高，如果反過來，大家對2年期投資的回報率要求竟然還要高的時候，代表短期發生經濟衰退相當高。歷史上倒掛後5至22個月會發生這件事，平均為16個月，以今次息率倒掛在2022年7月1日開始，經濟衰退的時間很有可能在5月至12月之間發生，所以結論同樣是下半年是一個危機。 對於香港股票來說，雖然我認為去年跌至14xxx點已經是低位，但若美股下跌，國際局勢又沒有改善下，不認為港股和A股有能力往上走，港股只能在18000至22000點的區間來回移動。 也許，利率下跌，最受惠的又回到曾經下跌18%的香港住宅物業市場。","listText":"3月初的投資策略講到美股會有終極一跌，言猶在耳就發生了多間銀行破產事件，不過暫時都是算穩定下來，也逼使聯儲局本來在3月大有機會加息0.5%改為加息0.25%，投資者也普遍預期這次是最後一次加息。 開始減息 -&gt; 經濟衰退 -&gt; 股票大跌 不過，不要以為停止加息甚至減息就等於利好股票市場，歷史上經濟衰退大多數都在開始減息時才發生，而經濟衰退後一陣子股票才會突然有大跌。因為經濟衰退通常被定義為連續兩季GDP負增長，是一個延後數據，而實際世界中，聯儲局理應在其他方面感受到經濟正在下滑而先採取減息策略，所以做成減息先於經濟衰退。 而現在到經濟衰退這段時間可能會有小升幅，但不要以為是牛市，投資時要控制注碼，並避開近日受影響的行業。上次推薦的大型科技股在3月明顯跑贏，可以暫時止賺，ChatGPT的冒起有可能重新為科技股洗牌，特別是對Google和Apple的App Store。 由此圖可以看見，利率到頂後，通常不久美股就會開始向下跌，現在近75%投資者認為5月不會在加息，超過65%人認為7月開始會減息，很有可能美股在這個時間附近會大跌。 2年期10年期美債利差倒掛近9個月的啟示 另一個指標可以參考就是2年期國債和10年期國債的息差，正常時代10年期利率應該比2年期利率高，如果反過來，大家對2年期投資的回報率要求竟然還要高的時候，代表短期發生經濟衰退相當高。歷史上倒掛後5至22個月會發生這件事，平均為16個月，以今次息率倒掛在2022年7月1日開始，經濟衰退的時間很有可能在5月至12月之間發生，所以結論同樣是下半年是一個危機。 對於香港股票來說，雖然我認為去年跌至14xxx點已經是低位，但若美股下跌，國際局勢又沒有改善下，不認為港股和A股有能力往上走，港股只能在18000至22000點的區間來回移動。 也許，利率下跌，最受惠的又回到曾經下跌18%的香港住宅物業市場。","text":"3月初的投資策略講到美股會有終極一跌，言猶在耳就發生了多間銀行破產事件，不過暫時都是算穩定下來，也逼使聯儲局本來在3月大有機會加息0.5%改為加息0.25%，投資者也普遍預期這次是最後一次加息。 開始減息 -> 經濟衰退 -> 股票大跌 不過，不要以為停止加息甚至減息就等於利好股票市場，歷史上經濟衰退大多數都在開始減息時才發生，而經濟衰退後一陣子股票才會突然有大跌。因為經濟衰退通常被定義為連續兩季GDP負增長，是一個延後數據，而實際世界中，聯儲局理應在其他方面感受到經濟正在下滑而先採取減息策略，所以做成減息先於經濟衰退。 而現在到經濟衰退這段時間可能會有小升幅，但不要以為是牛市，投資時要控制注碼，並避開近日受影響的行業。上次推薦的大型科技股在3月明顯跑贏，可以暫時止賺，ChatGPT的冒起有可能重新為科技股洗牌，特別是對Google和Apple的App Store。 由此圖可以看見，利率到頂後，通常不久美股就會開始向下跌，現在近75%投資者認為5月不會在加息，超過65%人認為7月開始會減息，很有可能美股在這個時間附近會大跌。 2年期10年期美債利差倒掛近9個月的啟示 另一個指標可以參考就是2年期國債和10年期國債的息差，正常時代10年期利率應該比2年期利率高，如果反過來，大家對2年期投資的回報率要求竟然還要高的時候，代表短期發生經濟衰退相當高。歷史上倒掛後5至22個月會發生這件事，平均為16個月，以今次息率倒掛在2022年7月1日開始，經濟衰退的時間很有可能在5月至12月之間發生，所以結論同樣是下半年是一個危機。 對於香港股票來說，雖然我認為去年跌至14xxx點已經是低位，但若美股下跌，國際局勢又沒有改善下，不認為港股和A股有能力往上走，港股只能在18000至22000點的區間來回移動。 也許，利率下跌，最受惠的又回到曾經下跌18%的香港住宅物業市場。","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941502777","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941887985,"gmtCreate":1680131594147,"gmtModify":1680131597084,"author":{"id":"3581991585931606","authorId":"3581991585931606","name":"Yen4896","avatar":"https://static.tigerbbs.com/060d2ced42fb0e27b3102f8d8c3851fb","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581991585931606","idStr":"3581991585931606"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941887985","repostId":"9941376708","repostType":1,"repost":{"id":9941376708,"gmtCreate":1680009783605,"gmtModify":1680009789371,"author":{"id":"9000000000000358","authorId":"9000000000000358","name":"cheezzy","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000358","idStr":"9000000000000358"},"themes":[],"htmlText":"For some reason the bullish people don't get why some people on this board are critical of the CEO. we missed on earnings for consecutive quarters and the management hasn't put out any plans for returning growth. I found the price attractively low but another miss and its back down to high 80s again. I'm hoping next earnings won't be a miss and guidance will be inline or better, but I'm giving it a low probability.<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a>","listText":"For some reason the bullish people don't get why some people on this board are critical of the CEO. we missed on earnings for consecutive quarters and the management hasn't put out any plans for returning growth. I found the price attractively low but another miss and its back down to high 80s again. I'm hoping next earnings won't be a miss and guidance will be inline or better, but I'm giving it a low probability.<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a>","text":"For some reason the bullish people don't get why some people on this board are critical of the CEO. we missed on earnings for consecutive quarters and the management hasn't put out any plans for returning growth. I found the price attractively low but another miss and its back down to high 80s again. I'm hoping next earnings won't be a miss and guidance will be inline or better, but I'm giving it a low probability.$Alphabet(GOOG)$ $Alphabet(GOOGL)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941376708","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996539890,"gmtCreate":1661184435512,"gmtModify":1676536469547,"author":{"id":"3581991585931606","authorId":"3581991585931606","name":"Yen4896","avatar":"https://static.tigerbbs.com/060d2ced42fb0e27b3102f8d8c3851fb","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581991585931606","idStr":"3581991585931606"},"themes":[],"htmlText":"done","listText":"done","text":"done","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996539890","repostId":"9996686852","repostType":1,"repost":{"id":9996686852,"gmtCreate":1661161147788,"gmtModify":1676536464440,"author":{"id":"3527667673047996","authorId":"3527667673047996","name":"SGX_Stars","avatar":"https://community-static.tradeup.com/news/e25c0d30145226f3d840902eeabbadbb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667673047996","idStr":"3527667673047996"},"themes":[],"title":"4 SG REITS Acquisitions To Watch: A68U, CWBU, CY6U, A17U","htmlText":"S-Reit acquisitions have started to pick up in the year to date despite rising rates, with over 18 deals announced exceeding S$4 billion in total purchase consideration. A number of acquisitions announced were in sectors such as industrial/logistics, office properties, data centers, and hospitality sectors.1.&nbsp;&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/A68U.SI\">$ASCOTT RESIDENCE TRUST(A68U.SI)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/A68U.SI\">$ASCOTT RESIDENCE TRUST(A68U.SI)$</a>&nbsp;announced the proposed acquisition of 9 properties from its sponsor, The Ascott, which includes serviced residences, rental housing and student accommodation across Australia, Japan, Vietnam, France and the United States. The acquisition is expected to grow the trust’s pro forma FY21 dis","listText":"S-Reit acquisitions have started to pick up in the year to date despite rising rates, with over 18 deals announced exceeding S$4 billion in total purchase consideration. A number of acquisitions announced were in sectors such as industrial/logistics, office properties, data centers, and hospitality sectors.1.&nbsp;&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/A68U.SI\">$ASCOTT RESIDENCE TRUST(A68U.SI)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/A68U.SI\">$ASCOTT RESIDENCE TRUST(A68U.SI)$</a>&nbsp;announced the proposed acquisition of 9 properties from its sponsor, The Ascott, which includes serviced residences, rental housing and student accommodation across Australia, Japan, Vietnam, France and the United States. The acquisition is expected to grow the trust’s pro forma FY21 dis","text":"S-Reit acquisitions have started to pick up in the year to date despite rising rates, with over 18 deals announced exceeding S$4 billion in total purchase consideration. A number of acquisitions announced were in sectors such as industrial/logistics, office properties, data centers, and hospitality sectors.1. $ASCOTT RESIDENCE TRUST(A68U.SI)$$ASCOTT RESIDENCE TRUST(A68U.SI)$ announced the proposed acquisition of 9 properties from its sponsor, The Ascott, which includes serviced residences, rental housing and student accommodation across Australia, Japan, Vietnam, France and the United States. The acquisition is expected to grow the trust’s pro forma FY21 dis","images":[{"img":"https://community-static.tradeup.com/news/d9097845d6c7bf80eb6fa30caf77fad2","width":"920","height":"513"},{"img":"https://community-static.tradeup.com/news/31e8300a2b19402217ba85207df30fe7","width":"840","height":"470"},{"img":"https://community-static.tradeup.com/news/3facc5de386c654bea05bccf8b107627","width":"840","height":"470"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996686852","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9050062586,"gmtCreate":1654119119845,"gmtModify":1676535394874,"author":{"id":"3581991585931606","authorId":"3581991585931606","name":"Yen4896","avatar":"https://static.tigerbbs.com/060d2ced42fb0e27b3102f8d8c3851fb","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581991585931606","idStr":"3581991585931606"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9050062586","repostId":"614134054","repostType":1,"repost":{"id":614134054,"gmtCreate":1653438364379,"gmtModify":1676533144976,"author":{"id":"3528863185792591","authorId":"3528863185792591","name":"财经涂鸦","avatar":"https://static.tigerbbs.com/87dd6f2b7a7d8df9244b76b1429746bf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528863185792591","idStr":"3528863185792591"},"themes":[],"title":"網易有道：終止K9學科培訓業務後，Q1營收同比增長27%","htmlText":"&nbsp;（來源：網易有道）&nbsp;&nbsp;公司情報專家《財經塗鴉》獲悉，5月24日，網易有道公佈其2022年第一季度未經審計財務報告。&nbsp;財報顯示，在終止K9學科培訓業務後，網易有道2022年Q1淨收入達12.01億元，同比增長26.6%。&nbsp;報告期內，網易有道毛利潤大幅增長，2022年Q1毛利潤爲6.42億元，比2021年同期增長29.3%。&nbsp;同時，其一季度毛利率也再創新高，整體毛利率達到53.5%，上年同期爲52.4%。其中，學習服務毛利率爲63.9％；智能硬件毛利率爲33.7%；在線營銷服務毛利率爲23.7％。&nbsp;停止K9學科培訓業務後，網易有道實現穩步轉型，業務健康度持續向好。&nbsp;報告期內，網易有道運營費用爲7.67億元，去年同期爲7.11億元。其中，銷售和營銷費用爲5.06億元，同比下降7.7%；研發支出爲2.03億元，同比增長59.0%；管理費用爲5760萬元，同比增長67.6%。&nbsp;值得注意的是，一季度，網易有道經營性虧損大幅收窄，爲1.25億元，較2021年第四季度經營性虧損2.48億元環比下降49.6%，與2021年第一季度經營性虧損2.14元相比下降41.6%。&nbsp;截至2022年3月31日，有道的現金、現金等價物、限制性現金、定期存款和短期投資總額合計12億元。&nbsp;網易有道CEO周楓表示：“停止 K9學科培訓業務後，我們在 2022 年第一季度取得了穩健的業績，收入和整體毛利率創歷史新高，經營虧損也有顯著改善，在充滿挑戰的宏觀環境下，這些結果反映了我們不斷增強的基本面以及我們的戰略有效性。”&nbsp;學習服務彌補K9「損失」&nbsp;拆分其營收業務可見，季度內，學習服務淨收入爲8.26億元，同比增長36.1%；智能硬件淨收入爲2.53億元，同比增長25.4%。&nbsp;","listText":"&nbsp;（來源：網易有道）&nbsp;&nbsp;公司情報專家《財經塗鴉》獲悉，5月24日，網易有道公佈其2022年第一季度未經審計財務報告。&nbsp;財報顯示，在終止K9學科培訓業務後，網易有道2022年Q1淨收入達12.01億元，同比增長26.6%。&nbsp;報告期內，網易有道毛利潤大幅增長，2022年Q1毛利潤爲6.42億元，比2021年同期增長29.3%。&nbsp;同時，其一季度毛利率也再創新高，整體毛利率達到53.5%，上年同期爲52.4%。其中，學習服務毛利率爲63.9％；智能硬件毛利率爲33.7%；在線營銷服務毛利率爲23.7％。&nbsp;停止K9學科培訓業務後，網易有道實現穩步轉型，業務健康度持續向好。&nbsp;報告期內，網易有道運營費用爲7.67億元，去年同期爲7.11億元。其中，銷售和營銷費用爲5.06億元，同比下降7.7%；研發支出爲2.03億元，同比增長59.0%；管理費用爲5760萬元，同比增長67.6%。&nbsp;值得注意的是，一季度，網易有道經營性虧損大幅收窄，爲1.25億元，較2021年第四季度經營性虧損2.48億元環比下降49.6%，與2021年第一季度經營性虧損2.14元相比下降41.6%。&nbsp;截至2022年3月31日，有道的現金、現金等價物、限制性現金、定期存款和短期投資總額合計12億元。&nbsp;網易有道CEO周楓表示：“停止 K9學科培訓業務後，我們在 2022 年第一季度取得了穩健的業績，收入和整體毛利率創歷史新高，經營虧損也有顯著改善，在充滿挑戰的宏觀環境下，這些結果反映了我們不斷增強的基本面以及我們的戰略有效性。”&nbsp;學習服務彌補K9「損失」&nbsp;拆分其營收業務可見，季度內，學習服務淨收入爲8.26億元，同比增長36.1%；智能硬件淨收入爲2.53億元，同比增長25.4%。&nbsp;","text":"（來源：網易有道） 公司情報專家《財經塗鴉》獲悉，5月24日，網易有道公佈其2022年第一季度未經審計財務報告。 財報顯示，在終止K9學科培訓業務後，網易有道2022年Q1淨收入達12.01億元，同比增長26.6%。 報告期內，網易有道毛利潤大幅增長，2022年Q1毛利潤爲6.42億元，比2021年同期增長29.3%。 同時，其一季度毛利率也再創新高，整體毛利率達到53.5%，上年同期爲52.4%。其中，學習服務毛利率爲63.9％；智能硬件毛利率爲33.7%；在線營銷服務毛利率爲23.7％。 停止K9學科培訓業務後，網易有道實現穩步轉型，業務健康度持續向好。 報告期內，網易有道運營費用爲7.67億元，去年同期爲7.11億元。其中，銷售和營銷費用爲5.06億元，同比下降7.7%；研發支出爲2.03億元，同比增長59.0%；管理費用爲5760萬元，同比增長67.6%。 值得注意的是，一季度，網易有道經營性虧損大幅收窄，爲1.25億元，較2021年第四季度經營性虧損2.48億元環比下降49.6%，與2021年第一季度經營性虧損2.14元相比下降41.6%。 截至2022年3月31日，有道的現金、現金等價物、限制性現金、定期存款和短期投資總額合計12億元。 網易有道CEO周楓表示：“停止 K9學科培訓業務後，我們在 2022 年第一季度取得了穩健的業績，收入和整體毛利率創歷史新高，經營虧損也有顯著改善，在充滿挑戰的宏觀環境下，這些結果反映了我們不斷增強的基本面以及我們的戰略有效性。” 學習服務彌補K9「損失」 拆分其營收業務可見，季度內，學習服務淨收入爲8.26億元，同比增長36.1%；智能硬件淨收入爲2.53億元，同比增長25.4%。","images":[{"img":"https://static.tigerbbs.com/6eba8cae73cfc201cd062d8ba79b120a","width":"632","height":"355"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/614134054","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9063854949,"gmtCreate":1651454723780,"gmtModify":1676534908555,"author":{"id":"3581991585931606","authorId":"3581991585931606","name":"Yen4896","avatar":"https://static.tigerbbs.com/060d2ced42fb0e27b3102f8d8c3851fb","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581991585931606","idStr":"3581991585931606"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063854949","repostId":"616333494","repostType":1,"repost":{"id":616333494,"gmtCreate":1651449960000,"gmtModify":1676533054040,"author":{"id":"4107925732032840","authorId":"4107925732032840","name":"中国基金报","avatar":"https://static.tigerbbs.com/498a5e5426489a3835f596f93ba03b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107925732032840","idStr":"4107925732032840"},"themes":[],"title":"長春中風險區“清零”！","htmlText":"來源：每日經濟新聞綜合自央視網、央視新聞、長春市衛健委 據吉林長春市衛健委消息，4月30日0-24時，長春市新增本地確診病例16例（含11例無症狀感染者轉爲確診病例），新增本地無症狀感染者23例，以上人員均在隔離管控中發現。 據央視網報道，據長春衛健委消息，根據國務院聯防聯控機制有關規定，結合當前長春市疫情處置情況，經研究決定，自2022年5月1日15時起，將綠園區青年街道宇航社區133廠宿舍、綠園區林園街道3535小區、綠園區青年街道宇航社區日鑫小區B區3個區域由中風險區調整爲低風險區，其他區域風險等級不變。 調整後，長春市全域均爲低風險區。 圖片來源：視覺中國 VCG111379712941 據央視新聞報道，根據《吉林省人民政府辦公廳關於積極應對疫情影響促進消費回補和潛力釋放若干措施的通知》，爲儘快恢復正常生產生活秩序和市場化供應體系，長春市商貿企業復商復市專班5月1日就長春商貿相關領域恢復營業發佈通告如下： 即日起，在落實好疫情防控各項措施的前提下，經營場所爲防範區且爲以下領域的企業（含個體工商戶）可恢復營業： （一）積極穩妥開放大型生產生活市場。恢復各類批發市場、消費品市場及農貿市場，包括建材、鋼材等生產資料市場；蔬菜、水果、水產等生活必需品批發市場；各類農貿市場；傢俱五金裝飾材料、電器通信器材、電子設備、紡織服裝鞋帽、日用品、醫藥、食品飲料等消費品市場。 （二）儘快恢復各類商品零售經營場所。包括各類百貨商場、家居賣場、商業綜合體；各類超市（便利店）、生鮮店、水果店；各類日用百貨、副食品、服裝鞋帽零售門店；書店、建材五金店、家電經銷、汽車經銷、藥品經銷企業；加油站。 （三）加快恢復居民生活服務業。支持各類美髮店、洗衣店、家政服務、洗車洗衣、汽車維修、生活設施維修等居民服務業儘快恢復營業，滿足居民日常生活需求。美容、洗浴、足療按摩暫不允許對外開放，恢復營業時間另行通知","listText":"來源：每日經濟新聞綜合自央視網、央視新聞、長春市衛健委 據吉林長春市衛健委消息，4月30日0-24時，長春市新增本地確診病例16例（含11例無症狀感染者轉爲確診病例），新增本地無症狀感染者23例，以上人員均在隔離管控中發現。 據央視網報道，據長春衛健委消息，根據國務院聯防聯控機制有關規定，結合當前長春市疫情處置情況，經研究決定，自2022年5月1日15時起，將綠園區青年街道宇航社區133廠宿舍、綠園區林園街道3535小區、綠園區青年街道宇航社區日鑫小區B區3個區域由中風險區調整爲低風險區，其他區域風險等級不變。 調整後，長春市全域均爲低風險區。 圖片來源：視覺中國 VCG111379712941 據央視新聞報道，根據《吉林省人民政府辦公廳關於積極應對疫情影響促進消費回補和潛力釋放若干措施的通知》，爲儘快恢復正常生產生活秩序和市場化供應體系，長春市商貿企業復商復市專班5月1日就長春商貿相關領域恢復營業發佈通告如下： 即日起，在落實好疫情防控各項措施的前提下，經營場所爲防範區且爲以下領域的企業（含個體工商戶）可恢復營業： （一）積極穩妥開放大型生產生活市場。恢復各類批發市場、消費品市場及農貿市場，包括建材、鋼材等生產資料市場；蔬菜、水果、水產等生活必需品批發市場；各類農貿市場；傢俱五金裝飾材料、電器通信器材、電子設備、紡織服裝鞋帽、日用品、醫藥、食品飲料等消費品市場。 （二）儘快恢復各類商品零售經營場所。包括各類百貨商場、家居賣場、商業綜合體；各類超市（便利店）、生鮮店、水果店；各類日用百貨、副食品、服裝鞋帽零售門店；書店、建材五金店、家電經銷、汽車經銷、藥品經銷企業；加油站。 （三）加快恢復居民生活服務業。支持各類美髮店、洗衣店、家政服務、洗車洗衣、汽車維修、生活設施維修等居民服務業儘快恢復營業，滿足居民日常生活需求。美容、洗浴、足療按摩暫不允許對外開放，恢復營業時間另行通知","text":"來源：每日經濟新聞綜合自央視網、央視新聞、長春市衛健委 據吉林長春市衛健委消息，4月30日0-24時，長春市新增本地確診病例16例（含11例無症狀感染者轉爲確診病例），新增本地無症狀感染者23例，以上人員均在隔離管控中發現。 據央視網報道，據長春衛健委消息，根據國務院聯防聯控機制有關規定，結合當前長春市疫情處置情況，經研究決定，自2022年5月1日15時起，將綠園區青年街道宇航社區133廠宿舍、綠園區林園街道3535小區、綠園區青年街道宇航社區日鑫小區B區3個區域由中風險區調整爲低風險區，其他區域風險等級不變。 調整後，長春市全域均爲低風險區。 圖片來源：視覺中國 VCG111379712941 據央視新聞報道，根據《吉林省人民政府辦公廳關於積極應對疫情影響促進消費回補和潛力釋放若干措施的通知》，爲儘快恢復正常生產生活秩序和市場化供應體系，長春市商貿企業復商復市專班5月1日就長春商貿相關領域恢復營業發佈通告如下： 即日起，在落實好疫情防控各項措施的前提下，經營場所爲防範區且爲以下領域的企業（含個體工商戶）可恢復營業： （一）積極穩妥開放大型生產生活市場。恢復各類批發市場、消費品市場及農貿市場，包括建材、鋼材等生產資料市場；蔬菜、水果、水產等生活必需品批發市場；各類農貿市場；傢俱五金裝飾材料、電器通信器材、電子設備、紡織服裝鞋帽、日用品、醫藥、食品飲料等消費品市場。 （二）儘快恢復各類商品零售經營場所。包括各類百貨商場、家居賣場、商業綜合體；各類超市（便利店）、生鮮店、水果店；各類日用百貨、副食品、服裝鞋帽零售門店；書店、建材五金店、家電經銷、汽車經銷、藥品經銷企業；加油站。 （三）加快恢復居民生活服務業。支持各類美髮店、洗衣店、家政服務、洗車洗衣、汽車維修、生活設施維修等居民服務業儘快恢復營業，滿足居民日常生活需求。美容、洗浴、足療按摩暫不允許對外開放，恢復營業時間另行通知","images":[{"img":"https://static.tigerbbs.com/8ae7245fd9e4489787d04f9853f3d65d","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/616333494","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085835235,"gmtCreate":1650676678645,"gmtModify":1676534774891,"author":{"id":"3581991585931606","authorId":"3581991585931606","name":"Yen4896","avatar":"https://static.tigerbbs.com/060d2ced42fb0e27b3102f8d8c3851fb","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581991585931606","idStr":"3581991585931606"},"themes":[],"htmlText":"😂<a href=\"https://ttm.financial/S/NIO\">$蔚来(NIO)$</a>","listText":"😂<a href=\"https://ttm.financial/S/NIO\">$蔚来(NIO)$</a>","text":"😂$蔚来(NIO)$","images":[{"img":"https://community-static.tradeup.com/news/1ce203a2fefec657473b563e45f16432","width":"1080","height":"2339"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085835235","isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9089190990,"gmtCreate":1649963479746,"gmtModify":1676534616635,"author":{"id":"3581991585931606","authorId":"3581991585931606","name":"Yen4896","avatar":"https://static.tigerbbs.com/060d2ced42fb0e27b3102f8d8c3851fb","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581991585931606","idStr":"3581991585931606"},"themes":[],"htmlText":"Done","listText":"Done","text":"Done","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089190990","repostId":"9080448819","repostType":1,"repost":{"id":9080448819,"gmtCreate":1649909922637,"gmtModify":1676534605312,"author":{"id":"3558908080415665","authorId":"3558908080415665","name":"Alvin Chow","avatar":"https://static.tigerbbs.com/2abf7014742f3e282e9781e945db75b0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558908080415665","idStr":"3558908080415665"},"themes":[],"title":"Meta's metaverse 47.5% creator fee is NOT high","htmlText":"<a href=\"https://ttm.financial/S/FB\">$Meta Platforms, Inc.(FB)$</a>Meta Platforms or Facebook's parent is making a big move into the metaverse and I see it as an inevitable choice, whether Zuckerberg likes it or not.Facebook is already the most populous place on earth with 2.9 billion monthly active users. That's 32% higher than second place YouTube with 2.2 billion. It was a phenomenal achievement given that social media platforms are generational and hard to attract younger users after a while - it managed to capture millennials via Instagram which itself has 2 billion monthly active users.But it can't keep acquiring (Snap refused to sell and FTC is watching) and yet, Meta has to keep evolving to constantly appeal to users, especially the new ones. Staying where they are is suicidal and","listText":"<a href=\"https://ttm.financial/S/FB\">$Meta Platforms, Inc.(FB)$</a>Meta Platforms or Facebook's parent is making a big move into the metaverse and I see it as an inevitable choice, whether Zuckerberg likes it or not.Facebook is already the most populous place on earth with 2.9 billion monthly active users. That's 32% higher than second place YouTube with 2.2 billion. It was a phenomenal achievement given that social media platforms are generational and hard to attract younger users after a while - it managed to capture millennials via Instagram which itself has 2 billion monthly active users.But it can't keep acquiring (Snap refused to sell and FTC is watching) and yet, Meta has to keep evolving to constantly appeal to users, especially the new ones. Staying where they are is suicidal and","text":"$Meta Platforms, Inc.(FB)$Meta Platforms or Facebook's parent is making a big move into the metaverse and I see it as an inevitable choice, whether Zuckerberg likes it or not.Facebook is already the most populous place on earth with 2.9 billion monthly active users. That's 32% higher than second place YouTube with 2.2 billion. It was a phenomenal achievement given that social media platforms are generational and hard to attract younger users after a while - it managed to capture millennials via Instagram which itself has 2 billion monthly active users.But it can't keep acquiring (Snap refused to sell and FTC is watching) and yet, Meta has to keep evolving to constantly appeal to users, especially the new ones. Staying where they are is suicidal and","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080448819","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836268470,"gmtCreate":1629501551890,"gmtModify":1676530058082,"author":{"id":"3581991585931606","authorId":"3581991585931606","name":"Yen4896","avatar":"https://static.tigerbbs.com/060d2ced42fb0e27b3102f8d8c3851fb","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581991585931606","idStr":"3581991585931606"},"themes":[],"htmlText":"Done","listText":"Done","text":"Done","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/836268470","repostId":"1107401613","repostType":2,"isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":100243029,"gmtCreate":1619618738561,"gmtModify":1704726909435,"author":{"id":"3581991585931606","authorId":"3581991585931606","name":"Yen4896","avatar":"https://static.tigerbbs.com/060d2ced42fb0e27b3102f8d8c3851fb","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581991585931606","authorIdStr":"3581991585931606"},"themes":[],"htmlText":"Wa","listText":"Wa","text":"Wa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/100243029","repostId":"1179396069","repostType":4,"repost":{"id":"1179396069","pubTimestamp":1619573853,"share":"https://ttm.financial/m/news/1179396069?lang=&edition=fundamental","pubTime":"2021-04-28 09:37","market":"us","language":"en","title":"Apple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.","url":"https://stock-news.laohu8.com/highlight/detail?id=1179396069","media":"Barrons","summary":"Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech g","content":"<p>Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.</p>\n<p>The buzz around Apple last year was off the charts, even for what is the buzziest of technology companies. Anticipation of the fall launch of the company’s first 5G phones, surging demand for both Macs and iPads as the pandemic rolled on, and strength in both wearables and services fed off each other. The pieces all came together in the December quarter, when Apple (ticker: AAPL) posted&nbsp;its biggest quarter ever. Sales soared 21% to $111.4 billion, more than $8 billion over the Street consensus. Every product category—iPhone, iPad, Macs, wearables, and services—notched double-digit growth. Apple stock finished the year up 81%, adding nearly $1 trillion to its market cap.</p>\n<p>That’s a tough act to follow, particularly with the March quarter, which always slows from the holiday-boosted December quarter. But Apple could pull off the quintuple double again when its results come out after the bell Wednesday. The Street certainly thinks so, even if the market, which has pushed Apple shares up less than 2% in 2021, has been more cautious. Consensus estimates call for double-digit increases from last year across the board: iPhones sales up 43%, to $41.4 billion; iPad sales up 29%, to $5.6 billion; Mac sales of $6.8 billion, up 27%; wearables sales (mostly Apple Watch and AirPods) of $7.4 billion, up 18%; and a 16% bump in services, to $15.5 billion.</p>\n<p>Overall, the Street consensus expects sales of $77 billion, up 32% from a year ago, with profits of 98 cents a share. That would be the fastest top-line growth rate for any Apple quarter since March 2012, when revenues were about half what they are now. And most bullish Apple analysts seem to think their own estimates are too low—a print at $77 billion would likely trigger a selloff in the stock.</p>\n<p>Apple is also&nbsp;expected to provide an update on its capital-allocation strategy. A year ago,the company announced a 6% dividend increase, and boosted its stock repurchase plan by $50 billion. Apple has said repeatedly that it is pushing to get to a cash neutral position, but its remarkably big cash flow has slowed progress toward that goal.</p>\n<p>As always, the quarter is about more than just earnings.</p>\n<p>For one, the Street will be looking for signs that the sales surge for Macs and iPads is sustainable—and that the company is keeping up with demand despite widespread chip and display shortages. Some investors worry that the spike in PC demand could ebb as more people return to schools and offices. They’ll be looking for company guidance on that point.</p>\n<p>Another is the sustainability of the resurgence in iPhone growth. There were high hopes among bulls that the iPhone 12 would drive a “supercycle” with an accelerated replacement cycle. Several analysts have noted that a clear consumer preference for the high end of the iPhone 12 line is driving up average selling prices, which should support a strong revenue quarter for the segment.</p>\n<p>“Given the later-than-seasonal launch of new iPhones in the fall of 2020, we believe iPhone demand will experience more favorable year-over-year comparisons this March quarter compared to past years,” writes Monness Crespi Hardt’s Brian White, who sees 47% iPhone revenue growth during the quarter.</p>\n<p>And if Apple pulls it all together? Apple could crush Street estimates, writes Morgan Stanley analyst Katy Huberty, who has an Overweight rating and a $158 price target on the stock, up 17% from Monday’s close of $134.72. She sees the top line above $80 billion, with all segments growing at least 19% year over year. She is especially bullish on Mac and iPad sales, with estimates far above consensus—53% for Macs and 52% for iPads. She also expects Apple to increase its dividend by 10% and expand its stock repurchase program by $60 billion.</p>\n<p>That would certainly qualify as a job well done.</p>","source":"lsy1601382232898","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 Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.</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 Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-28 09:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/apple-could-blow-the-top-off-earningsagain-what-that-would-mean-for-the-stock-51619495288?mod=hp_DAY_Theme_1_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.\nThe buzz around Apple last year was off the charts, even for...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-could-blow-the-top-off-earningsagain-what-that-would-mean-for-the-stock-51619495288?mod=hp_DAY_Theme_1_2\">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.barrons.com/articles/apple-could-blow-the-top-off-earningsagain-what-that-would-mean-for-the-stock-51619495288?mod=hp_DAY_Theme_1_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179396069","content_text":"Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.\nThe buzz around Apple last year was off the charts, even for what is the buzziest of technology companies. Anticipation of the fall launch of the company’s first 5G phones, surging demand for both Macs and iPads as the pandemic rolled on, and strength in both wearables and services fed off each other. The pieces all came together in the December quarter, when Apple (ticker: AAPL) posted its biggest quarter ever. Sales soared 21% to $111.4 billion, more than $8 billion over the Street consensus. Every product category—iPhone, iPad, Macs, wearables, and services—notched double-digit growth. Apple stock finished the year up 81%, adding nearly $1 trillion to its market cap.\nThat’s a tough act to follow, particularly with the March quarter, which always slows from the holiday-boosted December quarter. But Apple could pull off the quintuple double again when its results come out after the bell Wednesday. The Street certainly thinks so, even if the market, which has pushed Apple shares up less than 2% in 2021, has been more cautious. Consensus estimates call for double-digit increases from last year across the board: iPhones sales up 43%, to $41.4 billion; iPad sales up 29%, to $5.6 billion; Mac sales of $6.8 billion, up 27%; wearables sales (mostly Apple Watch and AirPods) of $7.4 billion, up 18%; and a 16% bump in services, to $15.5 billion.\nOverall, the Street consensus expects sales of $77 billion, up 32% from a year ago, with profits of 98 cents a share. That would be the fastest top-line growth rate for any Apple quarter since March 2012, when revenues were about half what they are now. And most bullish Apple analysts seem to think their own estimates are too low—a print at $77 billion would likely trigger a selloff in the stock.\nApple is also expected to provide an update on its capital-allocation strategy. A year ago,the company announced a 6% dividend increase, and boosted its stock repurchase plan by $50 billion. Apple has said repeatedly that it is pushing to get to a cash neutral position, but its remarkably big cash flow has slowed progress toward that goal.\nAs always, the quarter is about more than just earnings.\nFor one, the Street will be looking for signs that the sales surge for Macs and iPads is sustainable—and that the company is keeping up with demand despite widespread chip and display shortages. Some investors worry that the spike in PC demand could ebb as more people return to schools and offices. They’ll be looking for company guidance on that point.\nAnother is the sustainability of the resurgence in iPhone growth. There were high hopes among bulls that the iPhone 12 would drive a “supercycle” with an accelerated replacement cycle. Several analysts have noted that a clear consumer preference for the high end of the iPhone 12 line is driving up average selling prices, which should support a strong revenue quarter for the segment.\n“Given the later-than-seasonal launch of new iPhones in the fall of 2020, we believe iPhone demand will experience more favorable year-over-year comparisons this March quarter compared to past years,” writes Monness Crespi Hardt’s Brian White, who sees 47% iPhone revenue growth during the quarter.\nAnd if Apple pulls it all together? Apple could crush Street estimates, writes Morgan Stanley analyst Katy Huberty, who has an Overweight rating and a $158 price target on the stock, up 17% from Monday’s close of $134.72. She sees the top line above $80 billion, with all segments growing at least 19% year over year. She is especially bullish on Mac and iPad sales, with estimates far above consensus—53% for Macs and 52% for iPads. She also expects Apple to increase its dividend by 10% and expand its stock repurchase program by $60 billion.\nThat would certainly qualify as a job well done.","news_type":1},"isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571959390768435","authorId":"3571959390768435","name":"stormlee","avatar":"https://static.tigerbbs.com/80629ef9648273c0d6465aee66dbd98a","crmLevel":2,"crmLevelSwitch":0,"idStr":"3571959390768435","authorIdStr":"3571959390768435"},"content":"Comment & like pls","text":"Comment & like pls","html":"Comment & like pls"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100248304,"gmtCreate":1619618837308,"gmtModify":1704726912187,"author":{"id":"3581991585931606","authorId":"3581991585931606","name":"Yen4896","avatar":"https://static.tigerbbs.com/060d2ced42fb0e27b3102f8d8c3851fb","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581991585931606","authorIdStr":"3581991585931606"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/100248304","repostId":"1179396069","repostType":4,"repost":{"id":"1179396069","pubTimestamp":1619573853,"share":"https://ttm.financial/m/news/1179396069?lang=&edition=fundamental","pubTime":"2021-04-28 09:37","market":"us","language":"en","title":"Apple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.","url":"https://stock-news.laohu8.com/highlight/detail?id=1179396069","media":"Barrons","summary":"Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech g","content":"<p>Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.</p>\n<p>The buzz around Apple last year was off the charts, even for what is the buzziest of technology companies. Anticipation of the fall launch of the company’s first 5G phones, surging demand for both Macs and iPads as the pandemic rolled on, and strength in both wearables and services fed off each other. The pieces all came together in the December quarter, when Apple (ticker: AAPL) posted&nbsp;its biggest quarter ever. Sales soared 21% to $111.4 billion, more than $8 billion over the Street consensus. Every product category—iPhone, iPad, Macs, wearables, and services—notched double-digit growth. Apple stock finished the year up 81%, adding nearly $1 trillion to its market cap.</p>\n<p>That’s a tough act to follow, particularly with the March quarter, which always slows from the holiday-boosted December quarter. But Apple could pull off the quintuple double again when its results come out after the bell Wednesday. The Street certainly thinks so, even if the market, which has pushed Apple shares up less than 2% in 2021, has been more cautious. Consensus estimates call for double-digit increases from last year across the board: iPhones sales up 43%, to $41.4 billion; iPad sales up 29%, to $5.6 billion; Mac sales of $6.8 billion, up 27%; wearables sales (mostly Apple Watch and AirPods) of $7.4 billion, up 18%; and a 16% bump in services, to $15.5 billion.</p>\n<p>Overall, the Street consensus expects sales of $77 billion, up 32% from a year ago, with profits of 98 cents a share. That would be the fastest top-line growth rate for any Apple quarter since March 2012, when revenues were about half what they are now. And most bullish Apple analysts seem to think their own estimates are too low—a print at $77 billion would likely trigger a selloff in the stock.</p>\n<p>Apple is also&nbsp;expected to provide an update on its capital-allocation strategy. A year ago,the company announced a 6% dividend increase, and boosted its stock repurchase plan by $50 billion. Apple has said repeatedly that it is pushing to get to a cash neutral position, but its remarkably big cash flow has slowed progress toward that goal.</p>\n<p>As always, the quarter is about more than just earnings.</p>\n<p>For one, the Street will be looking for signs that the sales surge for Macs and iPads is sustainable—and that the company is keeping up with demand despite widespread chip and display shortages. Some investors worry that the spike in PC demand could ebb as more people return to schools and offices. They’ll be looking for company guidance on that point.</p>\n<p>Another is the sustainability of the resurgence in iPhone growth. There were high hopes among bulls that the iPhone 12 would drive a “supercycle” with an accelerated replacement cycle. Several analysts have noted that a clear consumer preference for the high end of the iPhone 12 line is driving up average selling prices, which should support a strong revenue quarter for the segment.</p>\n<p>“Given the later-than-seasonal launch of new iPhones in the fall of 2020, we believe iPhone demand will experience more favorable year-over-year comparisons this March quarter compared to past years,” writes Monness Crespi Hardt’s Brian White, who sees 47% iPhone revenue growth during the quarter.</p>\n<p>And if Apple pulls it all together? Apple could crush Street estimates, writes Morgan Stanley analyst Katy Huberty, who has an Overweight rating and a $158 price target on the stock, up 17% from Monday’s close of $134.72. She sees the top line above $80 billion, with all segments growing at least 19% year over year. She is especially bullish on Mac and iPad sales, with estimates far above consensus—53% for Macs and 52% for iPads. She also expects Apple to increase its dividend by 10% and expand its stock repurchase program by $60 billion.</p>\n<p>That would certainly qualify as a job well done.</p>","source":"lsy1601382232898","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 Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.</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 Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-28 09:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/apple-could-blow-the-top-off-earningsagain-what-that-would-mean-for-the-stock-51619495288?mod=hp_DAY_Theme_1_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.\nThe buzz around Apple last year was off the charts, even for...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-could-blow-the-top-off-earningsagain-what-that-would-mean-for-the-stock-51619495288?mod=hp_DAY_Theme_1_2\">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.barrons.com/articles/apple-could-blow-the-top-off-earningsagain-what-that-would-mean-for-the-stock-51619495288?mod=hp_DAY_Theme_1_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179396069","content_text":"Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.\nThe buzz around Apple last year was off the charts, even for what is the buzziest of technology companies. Anticipation of the fall launch of the company’s first 5G phones, surging demand for both Macs and iPads as the pandemic rolled on, and strength in both wearables and services fed off each other. The pieces all came together in the December quarter, when Apple (ticker: AAPL) posted its biggest quarter ever. Sales soared 21% to $111.4 billion, more than $8 billion over the Street consensus. Every product category—iPhone, iPad, Macs, wearables, and services—notched double-digit growth. Apple stock finished the year up 81%, adding nearly $1 trillion to its market cap.\nThat’s a tough act to follow, particularly with the March quarter, which always slows from the holiday-boosted December quarter. But Apple could pull off the quintuple double again when its results come out after the bell Wednesday. The Street certainly thinks so, even if the market, which has pushed Apple shares up less than 2% in 2021, has been more cautious. Consensus estimates call for double-digit increases from last year across the board: iPhones sales up 43%, to $41.4 billion; iPad sales up 29%, to $5.6 billion; Mac sales of $6.8 billion, up 27%; wearables sales (mostly Apple Watch and AirPods) of $7.4 billion, up 18%; and a 16% bump in services, to $15.5 billion.\nOverall, the Street consensus expects sales of $77 billion, up 32% from a year ago, with profits of 98 cents a share. That would be the fastest top-line growth rate for any Apple quarter since March 2012, when revenues were about half what they are now. And most bullish Apple analysts seem to think their own estimates are too low—a print at $77 billion would likely trigger a selloff in the stock.\nApple is also expected to provide an update on its capital-allocation strategy. A year ago,the company announced a 6% dividend increase, and boosted its stock repurchase plan by $50 billion. Apple has said repeatedly that it is pushing to get to a cash neutral position, but its remarkably big cash flow has slowed progress toward that goal.\nAs always, the quarter is about more than just earnings.\nFor one, the Street will be looking for signs that the sales surge for Macs and iPads is sustainable—and that the company is keeping up with demand despite widespread chip and display shortages. Some investors worry that the spike in PC demand could ebb as more people return to schools and offices. They’ll be looking for company guidance on that point.\nAnother is the sustainability of the resurgence in iPhone growth. There were high hopes among bulls that the iPhone 12 would drive a “supercycle” with an accelerated replacement cycle. Several analysts have noted that a clear consumer preference for the high end of the iPhone 12 line is driving up average selling prices, which should support a strong revenue quarter for the segment.\n“Given the later-than-seasonal launch of new iPhones in the fall of 2020, we believe iPhone demand will experience more favorable year-over-year comparisons this March quarter compared to past years,” writes Monness Crespi Hardt’s Brian White, who sees 47% iPhone revenue growth during the quarter.\nAnd if Apple pulls it all together? Apple could crush Street estimates, writes Morgan Stanley analyst Katy Huberty, who has an Overweight rating and a $158 price target on the stock, up 17% from Monday’s close of $134.72. She sees the top line above $80 billion, with all segments growing at least 19% year over year. She is especially bullish on Mac and iPad sales, with estimates far above consensus—53% for Macs and 52% for iPads. She also expects Apple to increase its dividend by 10% and expand its stock repurchase program by $60 billion.\nThat would certainly qualify as a job well done.","news_type":1},"isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836268470,"gmtCreate":1629501551890,"gmtModify":1676530058082,"author":{"id":"3581991585931606","authorId":"3581991585931606","name":"Yen4896","avatar":"https://static.tigerbbs.com/060d2ced42fb0e27b3102f8d8c3851fb","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581991585931606","authorIdStr":"3581991585931606"},"themes":[],"htmlText":"Done","listText":"Done","text":"Done","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/836268470","repostId":"1107401613","repostType":2,"repost":{"id":"1107401613","pubTimestamp":1629474125,"share":"https://ttm.financial/m/news/1107401613?lang=&edition=fundamental","pubTime":"2021-08-20 23:42","market":"us","language":"zh","title":"对于自动驾驶的未来，马斯克太乐观了","url":"https://stock-news.laohu8.com/highlight/detail?id=1107401613","media":"财富中文网","summary":"围绕自动驾驶安全性以及品牌营销误导再次成为了热门话题。","content":"<p>文／徐晓彤</p>\n<p>马斯克在几年前被问到自动驾驶何时会被批准时，他表示，相比这个问题，他更在意人类驾驶何时会被禁止。可见<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的创始人对于自动驾驶时代的到来，非常笃定。当他的笃定被质疑时，他说，100年前人们也无法想象在没有电梯操作员协助下，独自乘坐电梯的场景。</p>\n<p>但说到具体时间点，他给出了一个保守的答案：10年后，大部分汽车（70%或80%以上）会具备自动驾驶能力，配备自动驾驶技术的车辆完全取代普通车辆，则需要20年。</p>\n<p>在8月20日特斯拉在其首个AI日上，马斯克介绍了Dojo超级计算机和支持其运作的D1芯片。由特斯拉内部团队设计的D1芯片能够自动学习道路上的复杂信息数据，并将数据汇集在Dojo，实现算法的进化和以纯视觉方案为基础的自动驾驶技术的提升。</p>\n<p>在演讲过程中，特斯拉AI技术主管Andrej Karpathy通过幻灯片用“大脑”和“眼球”的图像来解释纯视觉方案。他表示此举是通过技术合成一个运动的物体（也就是车本身），在行驶的过程中感知道路、认识世界，并做出决策。</p>\n<p>特斯拉自信的表述，让公众对自动驾驶技术的未来充满希冀。而在现实中，自动驾驶技术所面对的环境绝非乐观。</p>\n<p>“自动驾驶”，这一近年来在商业领域掀起热潮的科技概念，近期在国内再次被一场事故推上风口浪尖。只是这次的主角不是特斯拉。</p>\n<p>8月12日，上善若水投资管理公司创始人、意统天下餐饮管理公司创始人、美一好品牌管理公司创始人林文钦，在驾驶启用自动驾驶功能（NOP领航状态）的<a href=\"https://laohu8.com/S/NIO\">蔚来</a>ES8时发生交通事故，不幸逝世。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3cf25e0a3f8a2de26063ed5a4bb4227\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"><span>蔚来ES8。图片来源：<a href=\"https://laohu8.com/S/000681\">视觉中国</a></span></p>\n<p>与此同时，特斯拉也再次陷入自动驾驶的漩涡。8月16日，美国国家公路交通安全管理局宣布，美国政府对特斯拉自动驾驶系统启动正式调查，称该系统“难以识别停放在路边的紧急车辆”。</p>\n<p>一时间，围绕自动驾驶安全性以及品牌营销误导再次成为了热门话题。</p>\n<p>这次出事的NOP（Navigate On Pilot）在蔚来官方使用指南中被定义为驾驶辅助系统，该功能并不等同于自动驾驶。但消费者在购车时接收到的销售话术，广告宣传的暗示，以及后续的使用指导，是否足够严谨？</p>\n<p>在这一问题上，相关部门已经盯上了力挺自动驾驶技术的主力军特斯拉。今年5月18日，特斯拉对“完全自动驾驶”（FSD，Full Self-Driving）技术的说法被曝出正在接受美国加利福尼亚州机动车管理局（DMV）的调查，调查主要针对特斯拉对技术的命名是否具有误导性，让消费者对于技术产生误解。</p>\n<p>此次的蔚来事故，让蔚来副总裁沈斐两年前的一条<a href=\"https://laohu8.com/S/WB\">微博</a>引起热议。在他发布的短短几秒的视频中，沈斐驾驶着开启自动辅助驾驶功能的蔚来ES8，双手脱离方向盘，方向盘上还放了一个食品袋，过程中仪表盘显示行车速度超过100码。网友纷纷指责，他发的内容会误导消费者高估自动辅助驾驶的能力，存在安全隐患。</p>\n<p><img src=\"https://static.tigerbbs.com/35cb8b6e904e63d4c492ef3469fdfd30\" tg-width=\"550\" tg-height=\"484\" referrerpolicy=\"no-referrer\">图片来源：<a href=\"https://laohu8.com/S/SINA\">新浪</a>微博</p>\n<p>技术宣传暗示的影响力有多强？美国汽车协会交通安全基金会于去年9月份发表了一项研究，在这项研究中共有90名驾驶员测试驾驶一辆具有辅助功能的车辆。</p>\n<p>其中，一半的司机被告知该系统名为“AutonoDrive”（自动驾驶），介绍技术重点为该系统将如何减轻他们的工作量。而另一半则被告知他们将使用一种名为“DriveAssist”（辅助驾驶）的系统，强调驾驶时必须对车辆进行监控。</p>\n<p>最后的结果是，“自动驾驶”组中有42%的司机高估了系统的能力，而“辅助驾驶”组中只有11%的司机犯了这一错误。</p>\n<p>随后，两组司机试驾了装有凯迪拉克超级巡航驾驶辅助系统的车辆（实验过程中该系统的真实名称未透露给司机）。实验过程中，“自动驾驶”组司机把手离开方向盘的时间比被告知使用“辅助驾驶”的司机多30%。“自动驾驶”组司机对汽车自动控制系统发出的控制车辆指令反应更慢，超过5秒。</p>\n<p>实际上，拥有自动驾驶技术的传统老牌汽车品牌也不在少数。例如凯迪拉克的Super Cruise超级<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶系统、宝马自动驾驶辅助系统Pro、沃尔沃的Pilot Assist领航辅助系统等。</p>\n<p>在提及自动驾驶概念时，与一众造车新势力相比，这些老牌车企显得低调许多。该现象的重要原因是，新能源汽车品牌更需要科技感的加持，在竞争中杀出重围，而老牌车企更稳健，注重已有的优势和多年建立的口碑，不靠科技感吃饭。</p>\n<p>在蔚来事故中，除了事故本身之外，事故的后续也引发了广泛关注。8月18日，超500名车主签署声明称，蔚来辅助驾驶系统没有对他们产生误导。但这一声明，在第二天又被近千名蔚来车主反对，他们表示并未参与，也不想被代表。</p>\n<p>根据车主曝出的信息显示，第一位参与声明接龙的车主在蔚来官方APP上认证信息显示是蔚来ES8创始版车主，也是蔚来汽车首届和第二届用户信托理事。蔚来汽车方面随后表示，该声明是由蔚来车主自发组织，与官方没有关联。</p>\n<p>但声明接龙参与者背后的蔚来EP Club还是吸引了人们的关注。这个被网友们称作“高质量交友圈”的俱乐部有着严格的准入制度。据红星资本局报道，2021年该俱乐部约有200位成员，人均为蔚来卖车25台，这样算来每位EP Club车主能够为蔚来带来达1000万元的收入。</p>\n<p>这种经营逻辑是符合蔚来最初设立的路线的。创始人李斌为蔚来设定的愿景就是“打造一个以车为起点的社区,一个分享欢乐、共同成长的社区”。但无论是出于提升销售成绩，或是在主产品外提供品牌衍生价值，都需要一个立得住的基础——对产品负责。</p>\n<p>“老带新”模式确实起作用了。蔚来在今年实现了第10万辆车的下线，这一速度刷新了行业速度，为此马斯克还表示了祝贺。但支撑这一销售数字的是蔚来产品本身，还是产品本身尚未达到的被模糊化的超前概念，以及产品之外的营销手段？</p>\n<p>原华为智能驾驶产品部部长苏箐因在讨论特斯拉事故时发表“杀人”言论而被免职。就在这段发言中，他说：“我们每个人都有责任不要毁了这个行业，我们需要让这个行业，在未来五年的危险期里面，尽量平滑地过去。否则的话，我们可能会是历史罪人。”</p>\n<p>美国汽车协会内负责审查自动驾驶汽车规定的格雷格·班农表示，确立得到汽车行业、执法部门、法院和保险公司共同认可的、针对真正的自动驾驶汽车的法律条例，需要“数年”的时间。</p>\n<p>如果相关模糊的边界不被清晰化，行业内部的营销话术与实际使用不符，消费者的信心被消磨，那自动驾驶真正实现的那天，恐怕比“五年”、“数年”，还有马斯克的保守估计还要久。</p>","source":"cfzww","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>对于自动驾驶的未来，马斯克太乐观了</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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对于自动驾驶的未来，马斯克太乐观了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 23:42 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/jKxJ4gsH3NfnkdP1aneYpg><strong>财富中文网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文／徐晓彤\n马斯克在几年前被问到自动驾驶何时会被批准时，他表示，相比这个问题，他更在意人类驾驶何时会被禁止。可见特斯拉的创始人对于自动驾驶时代的到来，非常笃定。当他的笃定被质疑时，他说，100年前人们也无法想象在没有电梯操作员协助下，独自乘坐电梯的场景。\n但说到具体时间点，他给出了一个保守的答案：10年后，大部分汽车（70%或80%以上）会具备自动驾驶能力，配备自动驾驶技术的车辆完全取代普通车辆，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/jKxJ4gsH3NfnkdP1aneYpg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c0e74fc4bd3f324708cde2effd696613","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/jKxJ4gsH3NfnkdP1aneYpg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107401613","content_text":"文／徐晓彤\n马斯克在几年前被问到自动驾驶何时会被批准时，他表示，相比这个问题，他更在意人类驾驶何时会被禁止。可见特斯拉的创始人对于自动驾驶时代的到来，非常笃定。当他的笃定被质疑时，他说，100年前人们也无法想象在没有电梯操作员协助下，独自乘坐电梯的场景。\n但说到具体时间点，他给出了一个保守的答案：10年后，大部分汽车（70%或80%以上）会具备自动驾驶能力，配备自动驾驶技术的车辆完全取代普通车辆，则需要20年。\n在8月20日特斯拉在其首个AI日上，马斯克介绍了Dojo超级计算机和支持其运作的D1芯片。由特斯拉内部团队设计的D1芯片能够自动学习道路上的复杂信息数据，并将数据汇集在Dojo，实现算法的进化和以纯视觉方案为基础的自动驾驶技术的提升。\n在演讲过程中，特斯拉AI技术主管Andrej Karpathy通过幻灯片用“大脑”和“眼球”的图像来解释纯视觉方案。他表示此举是通过技术合成一个运动的物体（也就是车本身），在行驶的过程中感知道路、认识世界，并做出决策。\n特斯拉自信的表述，让公众对自动驾驶技术的未来充满希冀。而在现实中，自动驾驶技术所面对的环境绝非乐观。\n“自动驾驶”，这一近年来在商业领域掀起热潮的科技概念，近期在国内再次被一场事故推上风口浪尖。只是这次的主角不是特斯拉。\n8月12日，上善若水投资管理公司创始人、意统天下餐饮管理公司创始人、美一好品牌管理公司创始人林文钦，在驾驶启用自动驾驶功能（NOP领航状态）的蔚来ES8时发生交通事故，不幸逝世。\n蔚来ES8。图片来源：视觉中国\n与此同时，特斯拉也再次陷入自动驾驶的漩涡。8月16日，美国国家公路交通安全管理局宣布，美国政府对特斯拉自动驾驶系统启动正式调查，称该系统“难以识别停放在路边的紧急车辆”。\n一时间，围绕自动驾驶安全性以及品牌营销误导再次成为了热门话题。\n这次出事的NOP（Navigate On Pilot）在蔚来官方使用指南中被定义为驾驶辅助系统，该功能并不等同于自动驾驶。但消费者在购车时接收到的销售话术，广告宣传的暗示，以及后续的使用指导，是否足够严谨？\n在这一问题上，相关部门已经盯上了力挺自动驾驶技术的主力军特斯拉。今年5月18日，特斯拉对“完全自动驾驶”（FSD，Full Self-Driving）技术的说法被曝出正在接受美国加利福尼亚州机动车管理局（DMV）的调查，调查主要针对特斯拉对技术的命名是否具有误导性，让消费者对于技术产生误解。\n此次的蔚来事故，让蔚来副总裁沈斐两年前的一条微博引起热议。在他发布的短短几秒的视频中，沈斐驾驶着开启自动辅助驾驶功能的蔚来ES8，双手脱离方向盘，方向盘上还放了一个食品袋，过程中仪表盘显示行车速度超过100码。网友纷纷指责，他发的内容会误导消费者高估自动辅助驾驶的能力，存在安全隐患。\n图片来源：新浪微博\n技术宣传暗示的影响力有多强？美国汽车协会交通安全基金会于去年9月份发表了一项研究，在这项研究中共有90名驾驶员测试驾驶一辆具有辅助功能的车辆。\n其中，一半的司机被告知该系统名为“AutonoDrive”（自动驾驶），介绍技术重点为该系统将如何减轻他们的工作量。而另一半则被告知他们将使用一种名为“DriveAssist”（辅助驾驶）的系统，强调驾驶时必须对车辆进行监控。\n最后的结果是，“自动驾驶”组中有42%的司机高估了系统的能力，而“辅助驾驶”组中只有11%的司机犯了这一错误。\n随后，两组司机试驾了装有凯迪拉克超级巡航驾驶辅助系统的车辆（实验过程中该系统的真实名称未透露给司机）。实验过程中，“自动驾驶”组司机把手离开方向盘的时间比被告知使用“辅助驾驶”的司机多30%。“自动驾驶”组司机对汽车自动控制系统发出的控制车辆指令反应更慢，超过5秒。\n实际上，拥有自动驾驶技术的传统老牌汽车品牌也不在少数。例如凯迪拉克的Super Cruise超级智能驾驶系统、宝马自动驾驶辅助系统Pro、沃尔沃的Pilot Assist领航辅助系统等。\n在提及自动驾驶概念时，与一众造车新势力相比，这些老牌车企显得低调许多。该现象的重要原因是，新能源汽车品牌更需要科技感的加持，在竞争中杀出重围，而老牌车企更稳健，注重已有的优势和多年建立的口碑，不靠科技感吃饭。\n在蔚来事故中，除了事故本身之外，事故的后续也引发了广泛关注。8月18日，超500名车主签署声明称，蔚来辅助驾驶系统没有对他们产生误导。但这一声明，在第二天又被近千名蔚来车主反对，他们表示并未参与，也不想被代表。\n根据车主曝出的信息显示，第一位参与声明接龙的车主在蔚来官方APP上认证信息显示是蔚来ES8创始版车主，也是蔚来汽车首届和第二届用户信托理事。蔚来汽车方面随后表示，该声明是由蔚来车主自发组织，与官方没有关联。\n但声明接龙参与者背后的蔚来EP Club还是吸引了人们的关注。这个被网友们称作“高质量交友圈”的俱乐部有着严格的准入制度。据红星资本局报道，2021年该俱乐部约有200位成员，人均为蔚来卖车25台，这样算来每位EP Club车主能够为蔚来带来达1000万元的收入。\n这种经营逻辑是符合蔚来最初设立的路线的。创始人李斌为蔚来设定的愿景就是“打造一个以车为起点的社区,一个分享欢乐、共同成长的社区”。但无论是出于提升销售成绩，或是在主产品外提供品牌衍生价值，都需要一个立得住的基础——对产品负责。\n“老带新”模式确实起作用了。蔚来在今年实现了第10万辆车的下线，这一速度刷新了行业速度，为此马斯克还表示了祝贺。但支撑这一销售数字的是蔚来产品本身，还是产品本身尚未达到的被模糊化的超前概念，以及产品之外的营销手段？\n原华为智能驾驶产品部部长苏箐因在讨论特斯拉事故时发表“杀人”言论而被免职。就在这段发言中，他说：“我们每个人都有责任不要毁了这个行业，我们需要让这个行业，在未来五年的危险期里面，尽量平滑地过去。否则的话，我们可能会是历史罪人。”\n美国汽车协会内负责审查自动驾驶汽车规定的格雷格·班农表示，确立得到汽车行业、执法部门、法院和保险公司共同认可的、针对真正的自动驾驶汽车的法律条例，需要“数年”的时间。\n如果相关模糊的边界不被清晰化，行业内部的营销话术与实际使用不符，消费者的信心被消磨，那自动驾驶真正实现的那天，恐怕比“五年”、“数年”，还有马斯克的保守估计还要久。","news_type":1},"isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942502125,"gmtCreate":1681248962868,"gmtModify":1681248967047,"author":{"id":"3581991585931606","authorId":"3581991585931606","name":"Yen4896","avatar":"https://static.tigerbbs.com/060d2ced42fb0e27b3102f8d8c3851fb","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581991585931606","authorIdStr":"3581991585931606"},"themes":[],"htmlText":"Good 👍👍👍👍","listText":"Good 👍👍👍👍","text":"Good 👍👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9942502125","isVote":1,"tweetType":1,"viewCount":473,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563518698255751","authorId":"3563518698255751","name":"octa8","avatar":"https://static.tigerbbs.com/a9866d6e2ee91185e34a0a44121ba0f1","crmLevel":2,"crmLevelSwitch":0,"idStr":"3563518698255751","authorIdStr":"3563518698255751"},"content":"[Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser]","text":"[Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser]","html":"[Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100838172,"gmtCreate":1619597885096,"gmtModify":1704726551325,"author":{"id":"3581991585931606","authorId":"3581991585931606","name":"Yen4896","avatar":"https://static.tigerbbs.com/060d2ced42fb0e27b3102f8d8c3851fb","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581991585931606","authorIdStr":"3581991585931606"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/100838172","repostId":"1116987330","repostType":4,"repost":{"id":"1116987330","pubTimestamp":1619597822,"share":"https://ttm.financial/m/news/1116987330?lang=&edition=fundamental","pubTime":"2021-04-28 16:17","market":"us","language":"en","title":"Breaking New Ground, Bloom Energy Deploys Hydrogen-Powered Fuel Cells","url":"https://stock-news.laohu8.com/highlight/detail?id=1116987330","media":"fool","summary":"Recognizing the potential boon that the hydrogen economy seems to be offering,Bloom Energy(NYSE:BE)a","content":"<p>Recognizing the potential boon that the hydrogen economy seems to be offering,<b>Bloom Energy</b>(NYSE:BE)announcedlast summer its plan to enter the commercial hydrogen market. An important first step in powering that strategy was the development of a pilot project, which the company has now successfully brought to fruition.</p><p>Bloom Energy announced today that with its partner, SK Engineering and Construction (SK E&amp;C), it has completed the deployment in Ulsan, South Korea, of 100 kilowatts of solid-oxide fuel cells (SOFC) that are powered only by hydrogen. Whereas Bloom Energy has been pioneering fuel cell solutions for years, it had previous relied on natural gas and biogas to power its fuel cells.</p><p>The project marks an important new chapter in the company's history. Speaking about the installation, KR Sridhar, Bloom Energy's CEO, said, \"This deployment marks a significant milestone not only for Bloom, but for the future of hydrogen-based power generation.\"</p><p>Sridhar added: \"We're proud of our partnership with SK E&amp;C. Together, we are well-positioned to play an important role in the global hydrogen economy.\"</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4902719baab123e49d21fa4dbda46b4c\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p>With the deployment of this pilot project now complete, Bloom Energy will partner with SK E&amp;C to develop a 1-megawatt hydrogen-powered Energy Server installation by 2022. Gaining traction regarding commercial hydrogen in South Korea may prove to be valuable for Bloom Energy, considering the country's emphasis on developing a hydrogen economy. For example, South Korea is targeting the procurement of 15 gigawatts of power from fuel cells by 2040.</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>Breaking New Ground, Bloom Energy Deploys Hydrogen-Powered Fuel Cells</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\">\nBreaking New Ground, Bloom Energy Deploys Hydrogen-Powered Fuel Cells\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-28 16:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/27/breaking-new-ground-bloom-energy-deploys-hydrogen/><strong>fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Recognizing the potential boon that the hydrogen economy seems to be offering,Bloom Energy(NYSE:BE)announcedlast summer its plan to enter the commercial hydrogen market. An important first step in ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/27/breaking-new-ground-bloom-energy-deploys-hydrogen/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BE":"Bloom Energy Corp"},"source_url":"https://www.fool.com/investing/2021/04/27/breaking-new-ground-bloom-energy-deploys-hydrogen/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116987330","content_text":"Recognizing the potential boon that the hydrogen economy seems to be offering,Bloom Energy(NYSE:BE)announcedlast summer its plan to enter the commercial hydrogen market. An important first step in powering that strategy was the development of a pilot project, which the company has now successfully brought to fruition.Bloom Energy announced today that with its partner, SK Engineering and Construction (SK E&C), it has completed the deployment in Ulsan, South Korea, of 100 kilowatts of solid-oxide fuel cells (SOFC) that are powered only by hydrogen. Whereas Bloom Energy has been pioneering fuel cell solutions for years, it had previous relied on natural gas and biogas to power its fuel cells.The project marks an important new chapter in the company's history. Speaking about the installation, KR Sridhar, Bloom Energy's CEO, said, \"This deployment marks a significant milestone not only for Bloom, but for the future of hydrogen-based power generation.\"Sridhar added: \"We're proud of our partnership with SK E&C. Together, we are well-positioned to play an important role in the global hydrogen economy.\"IMAGE SOURCE: GETTY IMAGES.With the deployment of this pilot project now complete, Bloom Energy will partner with SK E&C to develop a 1-megawatt hydrogen-powered Energy Server installation by 2022. Gaining traction regarding commercial hydrogen in South Korea may prove to be valuable for Bloom Energy, considering the country's emphasis on developing a hydrogen economy. For example, South Korea is targeting the procurement of 15 gigawatts of power from fuel cells by 2040.","news_type":1},"isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942182257,"gmtCreate":1681163266480,"gmtModify":1681163269597,"author":{"id":"3581991585931606","authorId":"3581991585931606","name":"Yen4896","avatar":"https://static.tigerbbs.com/060d2ced42fb0e27b3102f8d8c3851fb","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581991585931606","authorIdStr":"3581991585931606"},"themes":[],"htmlText":"Good 👍👍👍👍👍","listText":"Good 👍👍👍👍👍","text":"Good 👍👍👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942182257","isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946692200,"gmtCreate":1680930984501,"gmtModify":1680930990439,"author":{"id":"3581991585931606","authorId":"3581991585931606","name":"Yen4896","avatar":"https://static.tigerbbs.com/060d2ced42fb0e27b3102f8d8c3851fb","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581991585931606","authorIdStr":"3581991585931606"},"themes":[],"htmlText":"👍👍👍👍👍","listText":"👍👍👍👍👍","text":"👍👍👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946692200","isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9050062586,"gmtCreate":1654119119845,"gmtModify":1676535394874,"author":{"id":"3581991585931606","authorId":"3581991585931606","name":"Yen4896","avatar":"https://static.tigerbbs.com/060d2ced42fb0e27b3102f8d8c3851fb","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581991585931606","authorIdStr":"3581991585931606"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9050062586","repostId":"614134054","repostType":1,"repost":{"id":614134054,"gmtCreate":1653438364379,"gmtModify":1676533144976,"author":{"id":"3528863185792591","authorId":"3528863185792591","name":"财经涂鸦","avatar":"https://static.tigerbbs.com/87dd6f2b7a7d8df9244b76b1429746bf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3528863185792591","authorIdStr":"3528863185792591"},"themes":[],"title":"網易有道：終止K9學科培訓業務後，Q1營收同比增長27%","htmlText":"&nbsp;（來源：網易有道）&nbsp;&nbsp;公司情報專家《財經塗鴉》獲悉，5月24日，網易有道公佈其2022年第一季度未經審計財務報告。&nbsp;財報顯示，在終止K9學科培訓業務後，網易有道2022年Q1淨收入達12.01億元，同比增長26.6%。&nbsp;報告期內，網易有道毛利潤大幅增長，2022年Q1毛利潤爲6.42億元，比2021年同期增長29.3%。&nbsp;同時，其一季度毛利率也再創新高，整體毛利率達到53.5%，上年同期爲52.4%。其中，學習服務毛利率爲63.9％；智能硬件毛利率爲33.7%；在線營銷服務毛利率爲23.7％。&nbsp;停止K9學科培訓業務後，網易有道實現穩步轉型，業務健康度持續向好。&nbsp;報告期內，網易有道運營費用爲7.67億元，去年同期爲7.11億元。其中，銷售和營銷費用爲5.06億元，同比下降7.7%；研發支出爲2.03億元，同比增長59.0%；管理費用爲5760萬元，同比增長67.6%。&nbsp;值得注意的是，一季度，網易有道經營性虧損大幅收窄，爲1.25億元，較2021年第四季度經營性虧損2.48億元環比下降49.6%，與2021年第一季度經營性虧損2.14元相比下降41.6%。&nbsp;截至2022年3月31日，有道的現金、現金等價物、限制性現金、定期存款和短期投資總額合計12億元。&nbsp;網易有道CEO周楓表示：“停止 K9學科培訓業務後，我們在 2022 年第一季度取得了穩健的業績，收入和整體毛利率創歷史新高，經營虧損也有顯著改善，在充滿挑戰的宏觀環境下，這些結果反映了我們不斷增強的基本面以及我們的戰略有效性。”&nbsp;學習服務彌補K9「損失」&nbsp;拆分其營收業務可見，季度內，學習服務淨收入爲8.26億元，同比增長36.1%；智能硬件淨收入爲2.53億元，同比增長25.4%。&nbsp;","listText":"&nbsp;（來源：網易有道）&nbsp;&nbsp;公司情報專家《財經塗鴉》獲悉，5月24日，網易有道公佈其2022年第一季度未經審計財務報告。&nbsp;財報顯示，在終止K9學科培訓業務後，網易有道2022年Q1淨收入達12.01億元，同比增長26.6%。&nbsp;報告期內，網易有道毛利潤大幅增長，2022年Q1毛利潤爲6.42億元，比2021年同期增長29.3%。&nbsp;同時，其一季度毛利率也再創新高，整體毛利率達到53.5%，上年同期爲52.4%。其中，學習服務毛利率爲63.9％；智能硬件毛利率爲33.7%；在線營銷服務毛利率爲23.7％。&nbsp;停止K9學科培訓業務後，網易有道實現穩步轉型，業務健康度持續向好。&nbsp;報告期內，網易有道運營費用爲7.67億元，去年同期爲7.11億元。其中，銷售和營銷費用爲5.06億元，同比下降7.7%；研發支出爲2.03億元，同比增長59.0%；管理費用爲5760萬元，同比增長67.6%。&nbsp;值得注意的是，一季度，網易有道經營性虧損大幅收窄，爲1.25億元，較2021年第四季度經營性虧損2.48億元環比下降49.6%，與2021年第一季度經營性虧損2.14元相比下降41.6%。&nbsp;截至2022年3月31日，有道的現金、現金等價物、限制性現金、定期存款和短期投資總額合計12億元。&nbsp;網易有道CEO周楓表示：“停止 K9學科培訓業務後，我們在 2022 年第一季度取得了穩健的業績，收入和整體毛利率創歷史新高，經營虧損也有顯著改善，在充滿挑戰的宏觀環境下，這些結果反映了我們不斷增強的基本面以及我們的戰略有效性。”&nbsp;學習服務彌補K9「損失」&nbsp;拆分其營收業務可見，季度內，學習服務淨收入爲8.26億元，同比增長36.1%；智能硬件淨收入爲2.53億元，同比增長25.4%。&nbsp;","text":"（來源：網易有道） 公司情報專家《財經塗鴉》獲悉，5月24日，網易有道公佈其2022年第一季度未經審計財務報告。 財報顯示，在終止K9學科培訓業務後，網易有道2022年Q1淨收入達12.01億元，同比增長26.6%。 報告期內，網易有道毛利潤大幅增長，2022年Q1毛利潤爲6.42億元，比2021年同期增長29.3%。 同時，其一季度毛利率也再創新高，整體毛利率達到53.5%，上年同期爲52.4%。其中，學習服務毛利率爲63.9％；智能硬件毛利率爲33.7%；在線營銷服務毛利率爲23.7％。 停止K9學科培訓業務後，網易有道實現穩步轉型，業務健康度持續向好。 報告期內，網易有道運營費用爲7.67億元，去年同期爲7.11億元。其中，銷售和營銷費用爲5.06億元，同比下降7.7%；研發支出爲2.03億元，同比增長59.0%；管理費用爲5760萬元，同比增長67.6%。 值得注意的是，一季度，網易有道經營性虧損大幅收窄，爲1.25億元，較2021年第四季度經營性虧損2.48億元環比下降49.6%，與2021年第一季度經營性虧損2.14元相比下降41.6%。 截至2022年3月31日，有道的現金、現金等價物、限制性現金、定期存款和短期投資總額合計12億元。 網易有道CEO周楓表示：“停止 K9學科培訓業務後，我們在 2022 年第一季度取得了穩健的業績，收入和整體毛利率創歷史新高，經營虧損也有顯著改善，在充滿挑戰的宏觀環境下，這些結果反映了我們不斷增強的基本面以及我們的戰略有效性。” 學習服務彌補K9「損失」 拆分其營收業務可見，季度內，學習服務淨收入爲8.26億元，同比增長36.1%；智能硬件淨收入爲2.53億元，同比增長25.4%。","images":[{"img":"https://static.tigerbbs.com/6eba8cae73cfc201cd062d8ba79b120a","width":"632","height":"355"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/614134054","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944964124,"gmtCreate":1681681010969,"gmtModify":1681681015235,"author":{"id":"3581991585931606","authorId":"3581991585931606","name":"Yen4896","avatar":"https://static.tigerbbs.com/060d2ced42fb0e27b3102f8d8c3851fb","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581991585931606","authorIdStr":"3581991585931606"},"themes":[],"htmlText":"Good good good 👍👍👍","listText":"Good good good 👍👍👍","text":"Good good good 👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944964124","isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945786451,"gmtCreate":1681594752373,"gmtModify":1681594757034,"author":{"id":"3581991585931606","authorId":"3581991585931606","name":"Yen4896","avatar":"https://static.tigerbbs.com/060d2ced42fb0e27b3102f8d8c3851fb","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581991585931606","authorIdStr":"3581991585931606"},"themes":[],"htmlText":"Good 👍👍👍👍👍👍","listText":"Good 👍👍👍👍👍👍","text":"Good 👍👍👍👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945786451","isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945660705,"gmtCreate":1681455378607,"gmtModify":1681455382203,"author":{"id":"3581991585931606","authorId":"3581991585931606","name":"Yen4896","avatar":"https://static.tigerbbs.com/060d2ced42fb0e27b3102f8d8c3851fb","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581991585931606","authorIdStr":"3581991585931606"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945660705","repostId":"9945635980","repostType":1,"repost":{"id":9945635980,"gmtCreate":1681445018641,"gmtModify":1681451399403,"author":{"id":"4119072940563712","authorId":"4119072940563712","name":"TradingLounge","avatar":"https://community-static.tradeup.com/news/e3847b140dde3f0115931dbd158233e5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4119072940563712","authorIdStr":"4119072940563712"},"themes":[],"title":"TRON /U.S.dollar(TRXUSD) Elliott Wave Technical Analysis 14 April 23","htmlText":"Elliott Wave Analysis TradingLounge Daily Chart, 14 April 23,&nbsp;&nbsp; TRON /U.S.dollar(TRXUSD) TRXUSD Elliott Wave Technical Analysis Function: Follow trend&nbsp; &nbsp;&nbsp; Mode: Motive Structure: Impulse Position: Wave III Direction Next higher Degrees: wave (I) of Impulse Wave Cancel invalid Level: 0.045 Details: Wave II is likely to end at the level of 0.055 and a five-wave rise from this level will confirm it. TRON /U.S.dollar(TRXUSD)Trading Strategy: Tron is still in a strong uptrend. can be above the MA200 and MA50 lines, therefore, the outlook continues to rise of wave ((3)), which tends to be 1.618 times the length of wave ((1)), at the level of 0.10586. TRON /U.S.dollar(TRXUSD)Technical Indicators: The price is above the MA200 indicating an UpTrend The wave oscillators abov","listText":"Elliott Wave Analysis TradingLounge Daily Chart, 14 April 23,&nbsp;&nbsp; TRON /U.S.dollar(TRXUSD) TRXUSD Elliott Wave Technical Analysis Function: Follow trend&nbsp; &nbsp;&nbsp; Mode: Motive Structure: Impulse Position: Wave III Direction Next higher Degrees: wave (I) of Impulse Wave Cancel invalid Level: 0.045 Details: Wave II is likely to end at the level of 0.055 and a five-wave rise from this level will confirm it. TRON /U.S.dollar(TRXUSD)Trading Strategy: Tron is still in a strong uptrend. can be above the MA200 and MA50 lines, therefore, the outlook continues to rise of wave ((3)), which tends to be 1.618 times the length of wave ((1)), at the level of 0.10586. TRON /U.S.dollar(TRXUSD)Technical Indicators: The price is above the MA200 indicating an UpTrend The wave oscillators abov","text":"Elliott Wave Analysis TradingLounge Daily Chart, 14 April 23, TRON /U.S.dollar(TRXUSD) TRXUSD Elliott Wave Technical Analysis Function: Follow trend Mode: Motive Structure: Impulse Position: Wave III Direction Next higher Degrees: wave (I) of Impulse Wave Cancel invalid Level: 0.045 Details: Wave II is likely to end at the level of 0.055 and a five-wave rise from this level will confirm it. TRON /U.S.dollar(TRXUSD)Trading Strategy: Tron is still in a strong uptrend. can be above the MA200 and MA50 lines, therefore, the outlook continues to rise of wave ((3)), which tends to be 1.618 times the length of wave ((1)), at the level of 0.10586. TRON /U.S.dollar(TRXUSD)Technical Indicators: The price is above the MA200 indicating an UpTrend The wave oscillators abov","images":[{"img":"https://community-static.tradeup.com/news/799bb6cab304bd89ace884d6a7a2fd8b","width":"1024","height":"576"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945635980","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942006840,"gmtCreate":1681077943480,"gmtModify":1681077947316,"author":{"id":"3581991585931606","authorId":"3581991585931606","name":"Yen4896","avatar":"https://static.tigerbbs.com/060d2ced42fb0e27b3102f8d8c3851fb","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581991585931606","authorIdStr":"3581991585931606"},"themes":[],"htmlText":"Good 👍👍👍👍","listText":"Good 👍👍👍👍","text":"Good 👍👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942006840","isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942008795,"gmtCreate":1681077795517,"gmtModify":1681077797267,"author":{"id":"3581991585931606","authorId":"3581991585931606","name":"Yen4896","avatar":"https://static.tigerbbs.com/060d2ced42fb0e27b3102f8d8c3851fb","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581991585931606","authorIdStr":"3581991585931606"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942008795","repostId":"653664676","repostType":1,"repost":{"id":653664676,"gmtCreate":1680836635497,"gmtModify":1680836865043,"author":{"id":"3552654261023988","authorId":"3552654261023988","name":"大小石头家牛妞","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552654261023988","authorIdStr":"3552654261023988"},"themes":[],"title":"職業交易員發現波段機會的一種方法","htmlText":"“&nbsp;來看看以交易爲生的職業交易員眼中最好的波段機會是怎樣的。”&nbsp;週四美股低開高走，三大指數均小幅收漲。值得注意的是，週四是本週美股的最後一個交易日，因耶穌受難日，美股週五休市一日，但當天將會發布重磅的非農就業報告，投資者將再次瞭解美國經濟的健康狀況。截至收盤，$道瓊斯指數(.DJI.US)$漲幅爲0.01%； $納斯達克指數 IXIC$ 漲幅爲0.76%； <a href=\"https://laohu8.com/S/.SPX\">$標普500(.SPX)$</a> 漲幅爲0.36%在金融市場中，贏家有兩類人，一類是成功的價值投資者，一類是成功的職業交易員。就大部分人想要每月都有正收益的心態而言，更能實現這一點的是波段交易，而非價值投資； &nbsp;因而絕大部分投資者，可能更適合學習的是那些以交易爲生的職業交易員是如何做波段的。 &nbsp;而價值投資者亦可在倉位已滿時，使用不影響長期持有的小倉位，在熟悉的個股上適當做幾次15%以上的波段；降低持倉成本的同時，讓自己保持好的投資心態，更好地拿住大部分籌碼。 &nbsp;這說明不管是不想長持的波段派，還是計劃長持的價值投資者，若能掌握一些波段交易的方法，都有助於自己的投資。 &nbsp;想起前幾天有個朋友在財媽上週五的文中留下這樣一句話： &nbsp;圖片&nbsp;一買就漲，然後搞到負成本的概率不大，但是通過適度波段是可以把成本降到無壓力的價位的。 &nbsp;財媽瞭解的有幾個大V就是這麼做的，比如價值十一年等，這種做法也非常適合牛短熊長的港A市場。 &nbsp;（關於價值投資如何通過波段降成本可回顧《投資的小確幸：詳解波段操作》） &nbsp;今天就來分享近期從《走進我的交易室》中學到的職業交易員發現波段機會的一種方法，希望對大家的投資有所助益。01—職業交易員如何找到波段機會在《走進我的交易室》一書中，","listText":"“&nbsp;來看看以交易爲生的職業交易員眼中最好的波段機會是怎樣的。”&nbsp;週四美股低開高走，三大指數均小幅收漲。值得注意的是，週四是本週美股的最後一個交易日，因耶穌受難日，美股週五休市一日，但當天將會發布重磅的非農就業報告，投資者將再次瞭解美國經濟的健康狀況。截至收盤，$道瓊斯指數(.DJI.US)$漲幅爲0.01%； $納斯達克指數 IXIC$ 漲幅爲0.76%； <a href=\"https://laohu8.com/S/.SPX\">$標普500(.SPX)$</a> 漲幅爲0.36%在金融市場中，贏家有兩類人，一類是成功的價值投資者，一類是成功的職業交易員。就大部分人想要每月都有正收益的心態而言，更能實現這一點的是波段交易，而非價值投資； &nbsp;因而絕大部分投資者，可能更適合學習的是那些以交易爲生的職業交易員是如何做波段的。 &nbsp;而價值投資者亦可在倉位已滿時，使用不影響長期持有的小倉位，在熟悉的個股上適當做幾次15%以上的波段；降低持倉成本的同時，讓自己保持好的投資心態，更好地拿住大部分籌碼。 &nbsp;這說明不管是不想長持的波段派，還是計劃長持的價值投資者，若能掌握一些波段交易的方法，都有助於自己的投資。 &nbsp;想起前幾天有個朋友在財媽上週五的文中留下這樣一句話： &nbsp;圖片&nbsp;一買就漲，然後搞到負成本的概率不大，但是通過適度波段是可以把成本降到無壓力的價位的。 &nbsp;財媽瞭解的有幾個大V就是這麼做的，比如價值十一年等，這種做法也非常適合牛短熊長的港A市場。 &nbsp;（關於價值投資如何通過波段降成本可回顧《投資的小確幸：詳解波段操作》） &nbsp;今天就來分享近期從《走進我的交易室》中學到的職業交易員發現波段機會的一種方法，希望對大家的投資有所助益。01—職業交易員如何找到波段機會在《走進我的交易室》一書中，","text":"“ 來看看以交易爲生的職業交易員眼中最好的波段機會是怎樣的。” 週四美股低開高走，三大指數均小幅收漲。值得注意的是，週四是本週美股的最後一個交易日，因耶穌受難日，美股週五休市一日，但當天將會發布重磅的非農就業報告，投資者將再次瞭解美國經濟的健康狀況。截至收盤，$道瓊斯指數(.DJI.US)$漲幅爲0.01%； $納斯達克指數 IXIC$ 漲幅爲0.76%； $標普500(.SPX)$ 漲幅爲0.36%在金融市場中，贏家有兩類人，一類是成功的價值投資者，一類是成功的職業交易員。就大部分人想要每月都有正收益的心態而言，更能實現這一點的是波段交易，而非價值投資； 因而絕大部分投資者，可能更適合學習的是那些以交易爲生的職業交易員是如何做波段的。 而價值投資者亦可在倉位已滿時，使用不影響長期持有的小倉位，在熟悉的個股上適當做幾次15%以上的波段；降低持倉成本的同時，讓自己保持好的投資心態，更好地拿住大部分籌碼。 這說明不管是不想長持的波段派，還是計劃長持的價值投資者，若能掌握一些波段交易的方法，都有助於自己的投資。 想起前幾天有個朋友在財媽上週五的文中留下這樣一句話： 圖片 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今天就來分享近期從《走進我的交易室》中學到的職業交易員發現波段機會的一種方法，希望對大家的投資有所助益。01—職業交易員如何找到波段機會在《走進我的交易室》一書中，","images":[{"img":"https://static.tigerbbs.com/f83fd82dbe0af5e0e626d49af99fecd6","width":"479","height":"344"},{"img":"https://static.tigerbbs.com/93d8a3538ae63db41edee9f62f460234","width":"1080","height":"1075"},{"img":"https://static.tigerbbs.com/d4658d7f91dc1c4d615925b84e449ff2","width":"612","height":"128"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/653664676","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946794223,"gmtCreate":1681050676863,"gmtModify":1681050681416,"author":{"id":"3581991585931606","authorId":"3581991585931606","name":"Yen4896","avatar":"https://static.tigerbbs.com/060d2ced42fb0e27b3102f8d8c3851fb","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581991585931606","authorIdStr":"3581991585931606"},"themes":[],"htmlText":"Good 👍👍👍👍","listText":"Good 👍👍👍👍","text":"Good 👍👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946794223","isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946442683,"gmtCreate":1681038815042,"gmtModify":1681038817092,"author":{"id":"3581991585931606","authorId":"3581991585931606","name":"Yen4896","avatar":"https://static.tigerbbs.com/060d2ced42fb0e27b3102f8d8c3851fb","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581991585931606","authorIdStr":"3581991585931606"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946442683","repostId":"653855241","repostType":1,"repost":{"id":653855241,"gmtCreate":1680770313176,"gmtModify":1680770313176,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440721572920950","authorIdStr":"3440721572920950"},"themes":[],"title":"C3.AI被做空？一定記得這幾句話！","htmlText":"AI賽道熄火了嗎？我覺得不能單純地從一兩隻股票的反應當中下結論，因爲出來混都是要還的！雖然， <a href=\"https://laohu8.com/S/AI\"></a><a href=\"https://laohu8.com/S/AI\">$C3.ai, Inc.(AI)$</a> 連續兩天大跌，回調幅度接近40%，但這更多的是C3公司自己的問題，因爲這家公司得益於業內最響亮的標的名稱“AI”，曝光及流量加成，但實際業務能力並非行業翹楚，估值水平也遠高於行業平均。目前的波動依然是“meme”股的特徵。參考我們此前的報告<a href=\"https://laohu8.com/TW/622555342\" target=\"_blank\">《C3.ai: 正在成爲下一隻Meme股？》</a>總結一下：C3.ai在3月3日公佈的Q4業績，雖然表現超過市場預期，但是前一個季度公司調低了指引，因此這並不是真正表現優秀，而只是預期管理；公司近幾個季度營收是下降的，利潤率也因成本開支增大而不確定，且還遠未看到盈利希望；公司本質上是一個套用ChatGPT的中介服務機構，但是昂貴、落後且難以實施的解決方案，在面對大量替代方案時處於劣勢；銷售團隊流失明顯，表明存在基本領導問題；與能源服務巨頭Baker Hughes簽訂的重要銷售合作似乎正在瓦解。3月6日遭到Kerrisdale Capital的做空，<a href=\"https://www.kerrisdalecap.com/wp-content/uploads/2023/03/C3.ai-AI.pdf\" target=\"_blank\">點擊查看做空報告，</a>也指控了以上幾個問題。由於這家公司市值不大，纔不到25億美元，且目前的做空比例相對較高（28%），已經明顯是一家類似於","listText":"AI賽道熄火了嗎？我覺得不能單純地從一兩隻股票的反應當中下結論，因爲出來混都是要還的！雖然， <a href=\"https://laohu8.com/S/AI\"></a><a href=\"https://laohu8.com/S/AI\">$C3.ai, Inc.(AI)$</a> 連續兩天大跌，回調幅度接近40%，但這更多的是C3公司自己的問題，因爲這家公司得益於業內最響亮的標的名稱“AI”，曝光及流量加成，但實際業務能力並非行業翹楚，估值水平也遠高於行業平均。目前的波動依然是“meme”股的特徵。參考我們此前的報告<a href=\"https://laohu8.com/TW/622555342\" target=\"_blank\">《C3.ai: 正在成爲下一隻Meme股？》</a>總結一下：C3.ai在3月3日公佈的Q4業績，雖然表現超過市場預期，但是前一個季度公司調低了指引，因此這並不是真正表現優秀，而只是預期管理；公司近幾個季度營收是下降的，利潤率也因成本開支增大而不確定，且還遠未看到盈利希望；公司本質上是一個套用ChatGPT的中介服務機構，但是昂貴、落後且難以實施的解決方案，在面對大量替代方案時處於劣勢；銷售團隊流失明顯，表明存在基本領導問題；與能源服務巨頭Baker Hughes簽訂的重要銷售合作似乎正在瓦解。3月6日遭到Kerrisdale Capital的做空，<a href=\"https://www.kerrisdalecap.com/wp-content/uploads/2023/03/C3.ai-AI.pdf\" target=\"_blank\">點擊查看做空報告，</a>也指控了以上幾個問題。由於這家公司市值不大，纔不到25億美元，且目前的做空比例相對較高（28%），已經明顯是一家類似於","text":"AI賽道熄火了嗎？我覺得不能單純地從一兩隻股票的反應當中下結論，因爲出來混都是要還的！雖然， $C3.ai, Inc.(AI)$ 連續兩天大跌，回調幅度接近40%，但這更多的是C3公司自己的問題，因爲這家公司得益於業內最響亮的標的名稱“AI”，曝光及流量加成，但實際業務能力並非行業翹楚，估值水平也遠高於行業平均。目前的波動依然是“meme”股的特徵。參考我們此前的報告《C3.ai: 正在成爲下一隻Meme股？》總結一下：C3.ai在3月3日公佈的Q4業績，雖然表現超過市場預期，但是前一個季度公司調低了指引，因此這並不是真正表現優秀，而只是預期管理；公司近幾個季度營收是下降的，利潤率也因成本開支增大而不確定，且還遠未看到盈利希望；公司本質上是一個套用ChatGPT的中介服務機構，但是昂貴、落後且難以實施的解決方案，在面對大量替代方案時處於劣勢；銷售團隊流失明顯，表明存在基本領導問題；與能源服務巨頭Baker Hughes簽訂的重要銷售合作似乎正在瓦解。3月6日遭到Kerrisdale Capital的做空，點擊查看做空報告，也指控了以上幾個問題。由於這家公司市值不大，纔不到25億美元，且目前的做空比例相對較高（28%），已經明顯是一家類似於","images":[{"img":"https://static.tigerbbs.com/e8f2587d69b4e7eab12f1e9783f825f2","width":"425","height":"273"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/653855241","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946442114,"gmtCreate":1681038794338,"gmtModify":1681038798113,"author":{"id":"3581991585931606","authorId":"3581991585931606","name":"Yen4896","avatar":"https://static.tigerbbs.com/060d2ced42fb0e27b3102f8d8c3851fb","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581991585931606","authorIdStr":"3581991585931606"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946442114","repostId":"653886883","repostType":1,"repost":{"id":653886883,"gmtCreate":1680751888244,"gmtModify":1680756220956,"author":{"id":"3539674289973208","authorId":"3539674289973208","name":"节点财经","avatar":"https://static.tigerbbs.com/8bc4a2c77823eb34200081e30d39a4d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3539674289973208","authorIdStr":"3539674289973208"},"themes":[],"title":"王傳福：我是搞戰略的我看的比誰都清楚，無人駕駛是扯淡","htmlText":"文 / 七公出品 / 節點商業組 <a href=\"https://laohu8.com/S/002594\">$比亞迪(002594)$</a> 一時無兩，王傳福春風得意。近日，在集團2022年財報交流會上，一向低調、內斂的“技術狂人”突然風格迥異，不僅對新能源汽車侃侃而談，還說了很多行業內沒人敢說的大實話，尤其直白、坦率地發表了他對自動駕駛（無人駕駛）的看法。王傳福認爲，自動駕駛就是被資本裹挾的虛頭巴腦的東西，都是忽悠，高級輔助駕駛纔是未來的發展方向。無人駕駛就是扯淡本質是一款輔助駕駛的高級配置“一開始是被資本裹挾，所以沒人指出它的缺點，某些廠商不斷吹噓到哪一年實現多少自動駕駛，現在時間到了，包不住了，謊言圓不下去了，市值下跌了，然後就逐漸迴歸理性了。”“我是實實在在搞戰略的，我看的比誰都清，我們有幾萬名工程師在探索這個東西到底行不行，這條路到底通不通，我不清楚嗎？我們比亞迪走的每一條戰略不都是對的嗎？難道在這上面會錯嗎？”……對於自動駕駛，王傳福的這番長篇大論，被不少人視爲車圈難得的“人間清醒”。之所以語出驚人，王傳福的理由滿溢說服力。圖源：比亞迪官網首先，技術面臨重大挑戰：生產線搞智能化、無人化尚且很難，何況盤根錯節、應用場景多變的無人駕駛。當代工業化製造，把大量重複性、模式化、客觀性的工作交給機器完成，是降本增效、創收創利的絕佳途徑。然而，現實處境遠比想象的要龐雜、細碎。就拿比亞迪來說，擁有66萬員工，要發工資，要繳社保，要提供住宿，負擔極重。能不能通過產線無人化替代？答案是不能。王傳福覺得，連固定的東西都搞不定，更別提比這個難幾萬倍的無人駕駛了。與其投入大量資金去研發無人駕駛，不如將精力集中在提高產線的無人化水平上。這樣一來，不僅能極大地開源節流，又避免了法律法規和道德倫理等方面的問題。其次，責任主體花落誰家?本次發佈會上，王傳福給出了一組數字：全球每年因車禍死亡","listText":"文 / 七公出品 / 節點商業組 <a href=\"https://laohu8.com/S/002594\">$比亞迪(002594)$</a> 一時無兩，王傳福春風得意。近日，在集團2022年財報交流會上，一向低調、內斂的“技術狂人”突然風格迥異，不僅對新能源汽車侃侃而談，還說了很多行業內沒人敢說的大實話，尤其直白、坦率地發表了他對自動駕駛（無人駕駛）的看法。王傳福認爲，自動駕駛就是被資本裹挾的虛頭巴腦的東西，都是忽悠，高級輔助駕駛纔是未來的發展方向。無人駕駛就是扯淡本質是一款輔助駕駛的高級配置“一開始是被資本裹挾，所以沒人指出它的缺點，某些廠商不斷吹噓到哪一年實現多少自動駕駛，現在時間到了，包不住了，謊言圓不下去了，市值下跌了，然後就逐漸迴歸理性了。”“我是實實在在搞戰略的，我看的比誰都清，我們有幾萬名工程師在探索這個東西到底行不行，這條路到底通不通，我不清楚嗎？我們比亞迪走的每一條戰略不都是對的嗎？難道在這上面會錯嗎？”……對於自動駕駛，王傳福的這番長篇大論，被不少人視爲車圈難得的“人間清醒”。之所以語出驚人，王傳福的理由滿溢說服力。圖源：比亞迪官網首先，技術面臨重大挑戰：生產線搞智能化、無人化尚且很難，何況盤根錯節、應用場景多變的無人駕駛。當代工業化製造，把大量重複性、模式化、客觀性的工作交給機器完成，是降本增效、創收創利的絕佳途徑。然而，現實處境遠比想象的要龐雜、細碎。就拿比亞迪來說，擁有66萬員工，要發工資，要繳社保，要提供住宿，負擔極重。能不能通過產線無人化替代？答案是不能。王傳福覺得，連固定的東西都搞不定，更別提比這個難幾萬倍的無人駕駛了。與其投入大量資金去研發無人駕駛，不如將精力集中在提高產線的無人化水平上。這樣一來，不僅能極大地開源節流，又避免了法律法規和道德倫理等方面的問題。其次，責任主體花落誰家?本次發佈會上，王傳福給出了一組數字：全球每年因車禍死亡","text":"文 / 七公出品 / 節點商業組 $比亞迪(002594)$ 一時無兩，王傳福春風得意。近日，在集團2022年財報交流會上，一向低調、內斂的“技術狂人”突然風格迥異，不僅對新能源汽車侃侃而談，還說了很多行業內沒人敢說的大實話，尤其直白、坦率地發表了他對自動駕駛（無人駕駛）的看法。王傳福認爲，自動駕駛就是被資本裹挾的虛頭巴腦的東西，都是忽悠，高級輔助駕駛纔是未來的發展方向。無人駕駛就是扯淡本質是一款輔助駕駛的高級配置“一開始是被資本裹挾，所以沒人指出它的缺點，某些廠商不斷吹噓到哪一年實現多少自動駕駛，現在時間到了，包不住了，謊言圓不下去了，市值下跌了，然後就逐漸迴歸理性了。”“我是實實在在搞戰略的，我看的比誰都清，我們有幾萬名工程師在探索這個東西到底行不行，這條路到底通不通，我不清楚嗎？我們比亞迪走的每一條戰略不都是對的嗎？難道在這上面會錯嗎？”……對於自動駕駛，王傳福的這番長篇大論，被不少人視爲車圈難得的“人間清醒”。之所以語出驚人，王傳福的理由滿溢說服力。圖源：比亞迪官網首先，技術面臨重大挑戰：生產線搞智能化、無人化尚且很難，何況盤根錯節、應用場景多變的無人駕駛。當代工業化製造，把大量重複性、模式化、客觀性的工作交給機器完成，是降本增效、創收創利的絕佳途徑。然而，現實處境遠比想象的要龐雜、細碎。就拿比亞迪來說，擁有66萬員工，要發工資，要繳社保，要提供住宿，負擔極重。能不能通過產線無人化替代？答案是不能。王傳福覺得，連固定的東西都搞不定，更別提比這個難幾萬倍的無人駕駛了。與其投入大量資金去研發無人駕駛，不如將精力集中在提高產線的無人化水平上。這樣一來，不僅能極大地開源節流，又避免了法律法規和道德倫理等方面的問題。其次，責任主體花落誰家?本次發佈會上，王傳福給出了一組數字：全球每年因車禍死亡","images":[{"img":"https://static.tigerbbs.com/658d66c8988a31bdd24d01c2d5cbd5e6","width":"640","height":"363"},{"img":"https://static.tigerbbs.com/38ec09b0946bb4d724fa3913732bb85a","width":"640","height":"116"},{"img":"https://static.tigerbbs.com/f2cc787297466305e731faafc2cd3f58","width":"640","height":"395"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/653886883","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948241889,"gmtCreate":1680728021441,"gmtModify":1680728025103,"author":{"id":"3581991585931606","authorId":"3581991585931606","name":"Yen4896","avatar":"https://static.tigerbbs.com/060d2ced42fb0e27b3102f8d8c3851fb","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581991585931606","authorIdStr":"3581991585931606"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948241889","repostId":"653999158","repostType":1,"repost":{"id":653999158,"gmtCreate":1680481630175,"gmtModify":1680481630175,"author":{"id":"3478579798195143","authorId":"3478579798195143","name":"郭施亮","avatar":"https://static.tigerbbs.com/1db8ea0839e818e7ccb78068904bed36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478579798195143","authorIdStr":"3478579798195143"},"themes":[],"title":"B站UP主發起停更潮，嗶哩嗶哩的投資價值會受到影響嗎？","htmlText":"<a href=\"https://laohu8.com/S/BILI\">$嗶哩嗶哩(BILI)$</a> &nbsp;&nbsp;嗶哩嗶哩成立14年時間，聚集了大量的年輕用戶。從用戶的真實體驗出發，B站受歡迎的原因，一方面是B站活躍的ACG氛圍，另一方面是B站觀看體驗比較好，沒有太多的廣告困擾，而且其彈屏文化頗具特色，非常吸引用戶的關注。&nbsp;&nbsp;B站成立14年，PUGV模式（專業用戶自制內容）成爲其亮點之一，多年來憑藉專業優秀UP主的內容產出，大大提升了用戶黏性與平臺吸引力。隨着B站的逐漸壯大，在創作激勵計劃正式上線之後，B站的UGC影響力（用戶生產內容）也在持續提升。&nbsp;&nbsp;B站UP主發起停更潮，對平臺的影響還是有的。但是，並不是意味着顛覆B站的商業模式。&nbsp;&nbsp;B站吸引UP主的原因，既與平臺的氛圍文化有關，也與B站的激勵分成模式有關。據B站2022年財報顯示，給到UP主的激勵/分成高達91億，同比增長了18%。2022年B站虧損74.97億，同比下降約10.43%，給到UP的高激勵分成金額比2022年的虧損金額還要高。&nbsp;&nbsp;B站持續給到UP主高昂的激勵分成，可見頭部UP主對B站有着不可估量的影響。隨着UP主停更潮的出現，B站是時候要考慮業務調整或者更積極的應對措施了。&nbsp;&nbsp;在UP主停更潮出現的背後，大概與幾方面的原因有關。&nbsp;&nbsp;例如，經濟環境不明朗，廣告主投入力度下降，並導致流量收益、商業接單數量減少，UP更新熱情顯著降溫。&nbsp;&nbsp;例如，面對激烈的競爭環境，平臺補貼力度下降，且平臺融資壓力增加，UP主的收益也會受到明顯的衝擊影響。&nbsp;&nbsp;又如，在ChatGPT的影響下，加快了AIGC的崛起速度，一旦AI創作成爲主導模式，將會弱化UGC的競","listText":"<a href=\"https://laohu8.com/S/BILI\">$嗶哩嗶哩(BILI)$</a> &nbsp;&nbsp;嗶哩嗶哩成立14年時間，聚集了大量的年輕用戶。從用戶的真實體驗出發，B站受歡迎的原因，一方面是B站活躍的ACG氛圍，另一方面是B站觀看體驗比較好，沒有太多的廣告困擾，而且其彈屏文化頗具特色，非常吸引用戶的關注。&nbsp;&nbsp;B站成立14年，PUGV模式（專業用戶自制內容）成爲其亮點之一，多年來憑藉專業優秀UP主的內容產出，大大提升了用戶黏性與平臺吸引力。隨着B站的逐漸壯大，在創作激勵計劃正式上線之後，B站的UGC影響力（用戶生產內容）也在持續提升。&nbsp;&nbsp;B站UP主發起停更潮，對平臺的影響還是有的。但是，並不是意味着顛覆B站的商業模式。&nbsp;&nbsp;B站吸引UP主的原因，既與平臺的氛圍文化有關，也與B站的激勵分成模式有關。據B站2022年財報顯示，給到UP主的激勵/分成高達91億，同比增長了18%。2022年B站虧損74.97億，同比下降約10.43%，給到UP的高激勵分成金額比2022年的虧損金額還要高。&nbsp;&nbsp;B站持續給到UP主高昂的激勵分成，可見頭部UP主對B站有着不可估量的影響。隨着UP主停更潮的出現，B站是時候要考慮業務調整或者更積極的應對措施了。&nbsp;&nbsp;在UP主停更潮出現的背後，大概與幾方面的原因有關。&nbsp;&nbsp;例如，經濟環境不明朗，廣告主投入力度下降，並導致流量收益、商業接單數量減少，UP更新熱情顯著降溫。&nbsp;&nbsp;例如，面對激烈的競爭環境，平臺補貼力度下降，且平臺融資壓力增加，UP主的收益也會受到明顯的衝擊影響。&nbsp;&nbsp;又如，在ChatGPT的影響下，加快了AIGC的崛起速度，一旦AI創作成爲主導模式，將會弱化UGC的競","text":"$嗶哩嗶哩(BILI)$ 嗶哩嗶哩成立14年時間，聚集了大量的年輕用戶。從用戶的真實體驗出發，B站受歡迎的原因，一方面是B站活躍的ACG氛圍，另一方面是B站觀看體驗比較好，沒有太多的廣告困擾，而且其彈屏文化頗具特色，非常吸引用戶的關注。 B站成立14年，PUGV模式（專業用戶自制內容）成爲其亮點之一，多年來憑藉專業優秀UP主的內容產出，大大提升了用戶黏性與平臺吸引力。隨着B站的逐漸壯大，在創作激勵計劃正式上線之後，B站的UGC影響力（用戶生產內容）也在持續提升。 B站UP主發起停更潮，對平臺的影響還是有的。但是，並不是意味着顛覆B站的商業模式。 B站吸引UP主的原因，既與平臺的氛圍文化有關，也與B站的激勵分成模式有關。據B站2022年財報顯示，給到UP主的激勵/分成高達91億，同比增長了18%。2022年B站虧損74.97億，同比下降約10.43%，給到UP的高激勵分成金額比2022年的虧損金額還要高。 B站持續給到UP主高昂的激勵分成，可見頭部UP主對B站有着不可估量的影響。隨着UP主停更潮的出現，B站是時候要考慮業務調整或者更積極的應對措施了。 在UP主停更潮出現的背後，大概與幾方面的原因有關。 例如，經濟環境不明朗，廣告主投入力度下降，並導致流量收益、商業接單數量減少，UP更新熱情顯著降溫。 例如，面對激烈的競爭環境，平臺補貼力度下降，且平臺融資壓力增加，UP主的收益也會受到明顯的衝擊影響。 又如，在ChatGPT的影響下，加快了AIGC的崛起速度，一旦AI創作成爲主導模式，將會弱化UGC的競","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/653999158","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941533067,"gmtCreate":1680385615659,"gmtModify":1680385619343,"author":{"id":"3581991585931606","authorId":"3581991585931606","name":"Yen4896","avatar":"https://static.tigerbbs.com/060d2ced42fb0e27b3102f8d8c3851fb","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581991585931606","authorIdStr":"3581991585931606"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941533067","repostId":"9941502777","repostType":1,"repost":{"id":9941502777,"gmtCreate":1680351540500,"gmtModify":1680351553178,"author":{"id":"4138775105203852","authorId":"4138775105203852","name":"MetaHK","avatar":"https://community-static.tradeup.com/news/0441fd5702b5ef5d9b847f0216e94cab","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4138775105203852","authorIdStr":"4138775105203852"},"themes":[],"title":"4月投資策略","htmlText":"3月初的投資策略講到美股會有終極一跌，言猶在耳就發生了多間銀行破產事件，不過暫時都是算穩定下來，也逼使聯儲局本來在3月大有機會加息0.5%改為加息0.25%，投資者也普遍預期這次是最後一次加息。 開始減息 -&gt; 經濟衰退 -&gt; 股票大跌 不過，不要以為停止加息甚至減息就等於利好股票市場，歷史上經濟衰退大多數都在開始減息時才發生，而經濟衰退後一陣子股票才會突然有大跌。因為經濟衰退通常被定義為連續兩季GDP負增長，是一個延後數據，而實際世界中，聯儲局理應在其他方面感受到經濟正在下滑而先採取減息策略，所以做成減息先於經濟衰退。 而現在到經濟衰退這段時間可能會有小升幅，但不要以為是牛市，投資時要控制注碼，並避開近日受影響的行業。上次推薦的大型科技股在3月明顯跑贏，可以暫時止賺，ChatGPT的冒起有可能重新為科技股洗牌，特別是對Google和Apple的App Store。 由此圖可以看見，利率到頂後，通常不久美股就會開始向下跌，現在近75%投資者認為5月不會在加息，超過65%人認為7月開始會減息，很有可能美股在這個時間附近會大跌。 2年期10年期美債利差倒掛近9個月的啟示 另一個指標可以參考就是2年期國債和10年期國債的息差，正常時代10年期利率應該比2年期利率高，如果反過來，大家對2年期投資的回報率要求竟然還要高的時候，代表短期發生經濟衰退相當高。歷史上倒掛後5至22個月會發生這件事，平均為16個月，以今次息率倒掛在2022年7月1日開始，經濟衰退的時間很有可能在5月至12月之間發生，所以結論同樣是下半年是一個危機。 對於香港股票來說，雖然我認為去年跌至14xxx點已經是低位，但若美股下跌，國際局勢又沒有改善下，不認為港股和A股有能力往上走，港股只能在18000至22000點的區間來回移動。 也許，利率下跌，最受惠的又回到曾經下跌18%的香港住宅物業市場。","listText":"3月初的投資策略講到美股會有終極一跌，言猶在耳就發生了多間銀行破產事件，不過暫時都是算穩定下來，也逼使聯儲局本來在3月大有機會加息0.5%改為加息0.25%，投資者也普遍預期這次是最後一次加息。 開始減息 -&gt; 經濟衰退 -&gt; 股票大跌 不過，不要以為停止加息甚至減息就等於利好股票市場，歷史上經濟衰退大多數都在開始減息時才發生，而經濟衰退後一陣子股票才會突然有大跌。因為經濟衰退通常被定義為連續兩季GDP負增長，是一個延後數據，而實際世界中，聯儲局理應在其他方面感受到經濟正在下滑而先採取減息策略，所以做成減息先於經濟衰退。 而現在到經濟衰退這段時間可能會有小升幅，但不要以為是牛市，投資時要控制注碼，並避開近日受影響的行業。上次推薦的大型科技股在3月明顯跑贏，可以暫時止賺，ChatGPT的冒起有可能重新為科技股洗牌，特別是對Google和Apple的App Store。 由此圖可以看見，利率到頂後，通常不久美股就會開始向下跌，現在近75%投資者認為5月不會在加息，超過65%人認為7月開始會減息，很有可能美股在這個時間附近會大跌。 2年期10年期美債利差倒掛近9個月的啟示 另一個指標可以參考就是2年期國債和10年期國債的息差，正常時代10年期利率應該比2年期利率高，如果反過來，大家對2年期投資的回報率要求竟然還要高的時候，代表短期發生經濟衰退相當高。歷史上倒掛後5至22個月會發生這件事，平均為16個月，以今次息率倒掛在2022年7月1日開始，經濟衰退的時間很有可能在5月至12月之間發生，所以結論同樣是下半年是一個危機。 對於香港股票來說，雖然我認為去年跌至14xxx點已經是低位，但若美股下跌，國際局勢又沒有改善下，不認為港股和A股有能力往上走，港股只能在18000至22000點的區間來回移動。 也許，利率下跌，最受惠的又回到曾經下跌18%的香港住宅物業市場。","text":"3月初的投資策略講到美股會有終極一跌，言猶在耳就發生了多間銀行破產事件，不過暫時都是算穩定下來，也逼使聯儲局本來在3月大有機會加息0.5%改為加息0.25%，投資者也普遍預期這次是最後一次加息。 開始減息 -> 經濟衰退 -> 股票大跌 不過，不要以為停止加息甚至減息就等於利好股票市場，歷史上經濟衰退大多數都在開始減息時才發生，而經濟衰退後一陣子股票才會突然有大跌。因為經濟衰退通常被定義為連續兩季GDP負增長，是一個延後數據，而實際世界中，聯儲局理應在其他方面感受到經濟正在下滑而先採取減息策略，所以做成減息先於經濟衰退。 而現在到經濟衰退這段時間可能會有小升幅，但不要以為是牛市，投資時要控制注碼，並避開近日受影響的行業。上次推薦的大型科技股在3月明顯跑贏，可以暫時止賺，ChatGPT的冒起有可能重新為科技股洗牌，特別是對Google和Apple的App Store。 由此圖可以看見，利率到頂後，通常不久美股就會開始向下跌，現在近75%投資者認為5月不會在加息，超過65%人認為7月開始會減息，很有可能美股在這個時間附近會大跌。 2年期10年期美債利差倒掛近9個月的啟示 另一個指標可以參考就是2年期國債和10年期國債的息差，正常時代10年期利率應該比2年期利率高，如果反過來，大家對2年期投資的回報率要求竟然還要高的時候，代表短期發生經濟衰退相當高。歷史上倒掛後5至22個月會發生這件事，平均為16個月，以今次息率倒掛在2022年7月1日開始，經濟衰退的時間很有可能在5月至12月之間發生，所以結論同樣是下半年是一個危機。 對於香港股票來說，雖然我認為去年跌至14xxx點已經是低位，但若美股下跌，國際局勢又沒有改善下，不認為港股和A股有能力往上走，港股只能在18000至22000點的區間來回移動。 也許，利率下跌，最受惠的又回到曾經下跌18%的香港住宅物業市場。","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941502777","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941887985,"gmtCreate":1680131594147,"gmtModify":1680131597084,"author":{"id":"3581991585931606","authorId":"3581991585931606","name":"Yen4896","avatar":"https://static.tigerbbs.com/060d2ced42fb0e27b3102f8d8c3851fb","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581991585931606","authorIdStr":"3581991585931606"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941887985","repostId":"9941376708","repostType":1,"repost":{"id":9941376708,"gmtCreate":1680009783605,"gmtModify":1680009789371,"author":{"id":"9000000000000358","authorId":"9000000000000358","name":"cheezzy","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000358","authorIdStr":"9000000000000358"},"themes":[],"htmlText":"For some reason the bullish people don't get why some people on this board are critical of the CEO. we missed on earnings for consecutive quarters and the management hasn't put out any plans for returning growth. I found the price attractively low but another miss and its back down to high 80s again. I'm hoping next earnings won't be a miss and guidance will be inline or better, but I'm giving it a low probability.<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a>","listText":"For some reason the bullish people don't get why some people on this board are critical of the CEO. we missed on earnings for consecutive quarters and the management hasn't put out any plans for returning growth. I found the price attractively low but another miss and its back down to high 80s again. I'm hoping next earnings won't be a miss and guidance will be inline or better, but I'm giving it a low probability.<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a>","text":"For some reason the bullish people don't get why some people on this board are critical of the CEO. we missed on earnings for consecutive quarters and the management hasn't put out any plans for returning growth. I found the price attractively low but another miss and its back down to high 80s again. I'm hoping next earnings won't be a miss and guidance will be inline or better, but I'm giving it a low probability.$Alphabet(GOOG)$ $Alphabet(GOOGL)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941376708","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996539890,"gmtCreate":1661184435512,"gmtModify":1676536469547,"author":{"id":"3581991585931606","authorId":"3581991585931606","name":"Yen4896","avatar":"https://static.tigerbbs.com/060d2ced42fb0e27b3102f8d8c3851fb","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581991585931606","authorIdStr":"3581991585931606"},"themes":[],"htmlText":"done","listText":"done","text":"done","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996539890","repostId":"9996686852","repostType":1,"repost":{"id":9996686852,"gmtCreate":1661161147788,"gmtModify":1676536464440,"author":{"id":"3527667673047996","authorId":"3527667673047996","name":"SGX_Stars","avatar":"https://community-static.tradeup.com/news/e25c0d30145226f3d840902eeabbadbb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667673047996","authorIdStr":"3527667673047996"},"themes":[],"title":"4 SG REITS Acquisitions To Watch: A68U, CWBU, CY6U, A17U","htmlText":"S-Reit acquisitions have started to pick up in the year to date despite rising rates, with over 18 deals announced exceeding S$4 billion in total purchase consideration. A number of acquisitions announced were in sectors such as industrial/logistics, office properties, data centers, and hospitality sectors.1.&nbsp;&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/A68U.SI\">$ASCOTT RESIDENCE TRUST(A68U.SI)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/A68U.SI\">$ASCOTT RESIDENCE TRUST(A68U.SI)$</a>&nbsp;announced the proposed acquisition of 9 properties from its sponsor, The Ascott, which includes serviced residences, rental housing and student accommodation across Australia, Japan, Vietnam, France and the United States. The acquisition is expected to grow the trust’s pro forma FY21 dis","listText":"S-Reit acquisitions have started to pick up in the year to date despite rising rates, with over 18 deals announced exceeding S$4 billion in total purchase consideration. A number of acquisitions announced were in sectors such as industrial/logistics, office properties, data centers, and hospitality sectors.1.&nbsp;&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/A68U.SI\">$ASCOTT RESIDENCE TRUST(A68U.SI)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/A68U.SI\">$ASCOTT RESIDENCE TRUST(A68U.SI)$</a>&nbsp;announced the proposed acquisition of 9 properties from its sponsor, The Ascott, which includes serviced residences, rental housing and student accommodation across Australia, Japan, Vietnam, France and the United States. The acquisition is expected to grow the trust’s pro forma FY21 dis","text":"S-Reit acquisitions have started to pick up in the year to date despite rising rates, with over 18 deals announced exceeding S$4 billion in total purchase consideration. A number of acquisitions announced were in sectors such as industrial/logistics, office properties, data centers, and hospitality sectors.1. $ASCOTT RESIDENCE TRUST(A68U.SI)$$ASCOTT RESIDENCE TRUST(A68U.SI)$ announced the proposed acquisition of 9 properties from its sponsor, The Ascott, which includes serviced residences, rental housing and student accommodation across Australia, Japan, Vietnam, France and the United States. The acquisition is expected to grow the trust’s pro forma FY21 dis","images":[{"img":"https://community-static.tradeup.com/news/d9097845d6c7bf80eb6fa30caf77fad2","width":"920","height":"513"},{"img":"https://community-static.tradeup.com/news/31e8300a2b19402217ba85207df30fe7","width":"840","height":"470"},{"img":"https://community-static.tradeup.com/news/3facc5de386c654bea05bccf8b107627","width":"840","height":"470"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996686852","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}