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张邪君
01-16
$三倍做空半导体ETF-Direxion Daily(SOXS)$
张邪君
2022-03-28
$AMC院线(AMC)$
hi
张邪君
2022-02-02
$特斯拉(TSLA)$
ok
张邪君
2022-01-26
$ACI环球(ACIW)$
hd
张邪君
2022-01-26
ok
盘前观察:今天的美联储FOMC会议声明会怎么说?
张邪君
2022-01-21
$摩根大通(JPM)$
hi
张邪君
2022-01-16
$Vinco Ventures, Inc.(BBIG)$
ok
张邪君
2022-01-14
$伯克希尔B(BRK.B)$
hi
张邪君
2022-01-14
hi
提醒:1月17日马丁·路德·金纪念日,美股休市一天
张邪君
2022-01-06
ok
Sorry, the original content has been removed
张邪君
2022-01-06
hi
市值最高突破3000亿港元,商汤何时盈利
张邪君
2022-01-03
hi
@ddhjnh:
$美國鋁業(AA)$
。。
张邪君
2021-08-09
$NanoVibronix Inc(NAOV)$
g
张邪君
2021-08-09
go
@Xin12:
$Bitfarms Ltd.(BITF)$
還能上嗎?
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href=\"https://ttm.financial/S/AMC\">$AMC院线(AMC)$</a>hi","text":"$AMC院线(AMC)$hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019003294","isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091158361,"gmtCreate":1643812408544,"gmtModify":1676533858818,"author":{"id":"3583397019104555","authorId":"3583397019104555","name":"张邪君","avatar":"https://community-static.tradeup.com/news/6882251e22bdd56ad1ddd55ee807b654","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583397019104555","authorIdStr":"3583397019104555"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>ok","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>ok","text":"$特斯拉(TSLA)$ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091158361","isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090593575,"gmtCreate":1643212508888,"gmtModify":1676533785994,"author":{"id":"3583397019104555","authorId":"3583397019104555","name":"张邪君","avatar":"https://community-static.tradeup.com/news/6882251e22bdd56ad1ddd55ee807b654","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583397019104555","authorIdStr":"3583397019104555"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ACIW\">$ACI环球(ACIW)$</a>hd","listText":"<a href=\"https://ttm.financial/S/ACIW\">$ACI环球(ACIW)$</a>hd","text":"$ACI环球(ACIW)$hd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090593575","isVote":1,"tweetType":1,"viewCount":705,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090593645,"gmtCreate":1643212471313,"gmtModify":1676533785994,"author":{"id":"3583397019104555","authorId":"3583397019104555","name":"张邪君","avatar":"https://community-static.tradeup.com/news/6882251e22bdd56ad1ddd55ee807b654","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583397019104555","authorIdStr":"3583397019104555"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090593645","repostId":"1198345042","repostType":4,"repost":{"id":"1198345042","kind":"news","weMediaInfo":{"introduction":"提供来自华尔街的观点,观察市场,提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1643204698,"share":"https://ttm.financial/m/news/1198345042?lang=&edition=fundamental","pubTime":"2022-01-26 21:44","market":"us","language":"zh","title":"盘前观察:今天的美联储FOMC会议声明会怎么说?","url":"https://stock-news.laohu8.com/highlight/detail?id=1198345042","media":"老虎锐评","summary":"盘前观察美股盘前大涨。》》》盘前 | 又是大行情之夜?日内聚焦这两大事件美联储FOMC会议声明前瞻现在基本面分析师是越来越难做了,昨天微软季报后先是大跌5%,分析师想来想去,决定怪罪微软的云Azure","content":"<html><head></head><body><p><b>盘前观察</b></p><p>美股盘前大涨。</p><p><b>》》》</b><a href=\"https://laohu8.com/NW/1108391220\" target=\"_blank\"><b>盘前 | 又是大行情之夜?日内聚焦这两大事件</b></a><b></b></p><p><b>美联储FOMC会议声明前瞻</b></p><p>现在基本面分析师是越来越难做了,昨天微软季报后先是大跌5%,分析师想来想去,决定怪罪微软的云Azure增速缓慢(“We’ve kind of hit the highest peak of growth we’re going to see in a while, you have a theme of decelerating growth and harder comps are coming up.”)。没想到,微软现在盘前上涨3%。</p><p>今天的FOMC会议声明会怎么说?</p><p>去年12月的FOMC会议声明出来之后,市场最后两个小时是一路猛涨。随后几天市场震荡,但是在FOMC会议纪要出来之前(今年1月5日),市场总体上涨。简单说,FOMC会议声明没有问题,错在FOMC会议纪要。FOMC会议声明市场能接受,但是FOMC会议纪要市场接受不了,这是非常罕见的现象。</p><p>美联储的会议声明文字不多,就一页纸,所以这次会议声明不应该有不好的东西。“3月份加息”可能是最“鹰”的一句话,但这个决定已经被市场广泛所知。不大可能一次性加50个基点,尽管最近市场有这种声音。美联储现在的节奏是提前两次FOMC会议就给市场预热,比方说3月份加息,那么12月份美联储会议就会暗示。</p><p>除了加息决定之外,现在有两个问题市场尚存疑问。</p><p>1,今年加息几次,何时加息。根据利率期货市场,今年美联储加息4次,分别是3,6,9,12月。这个问题今天肯定会被记者穷追猛打,鲍威尔也肯定把标准答案都写好了。我估计鲍威尔的说法,会是“未来的事情还没有定下来,还需要看经济数据美联储才能做出反映”,简单说就是打太极。这次的会议声明,除了提3月加息之外,应该不会说关于第2次加息的问题。</p><p>2,是否缩表。缩表这个问题是最近市场炒得比较热的话题,鲍威尔这么关心市场的人不可能不知道。关于是否缩表,鲍威尔肯定也是打太极,因为这件事情确实也没有定论。</p><p>总之,这两个疑问在今天会议之后,基本上还是疑问。不是美联储不想回答,是他们自己也是用炒股的心态在制定货币政策,走一步看一步,他们没法回答。所以这就会出现个问题,目前市场上那些乱七八糟猜测的声音,会继续存在,至少会持续到3月加息的时候。在3月FOMC会议之前,两次CPI的数据(今年1月和2月)是关键。</p><p>总之,我觉得这次FOMC会议的重要性不高,因为美联储想说什么能说什么,基本上已经定下来了。关键的会是3月份的FOMC会议,第一次加息已经没有疑问,关键是以后怎么加。</p><p>最后说一下市场。市场是最难判断的,今年美股因为一份美联储会议纪要狂跌不止,好多股票都跌到了非常令人心动的区间。这次加息确定之后,算是消息落地,美股大概率是反弹。反弹途中并不会一帆风顺,毕竟市场的疑问和不确定性还是很多。但是如果从较远的时间线来想(比方说1年),市场的不确定性总是在慢慢降低。因为不确定性高的时候,是在政策转向之前,现在我们基本上跨过了拐点。</p><p><img src=\"https://static.tigerbbs.com/4ccae748a49a3e55ecd569242e8be6d2\" tg-width=\"938\" tg-height=\"458\" width=\"100%\" height=\"auto\"/></p><p><b>公司新闻</b></p><p>波音(BA):4季度营收不及预期,787 Dreamliner飞机延误交付等问题损失达$44亿,2019年以来首次实现正现金流,盘前涨2%。第4季度营收$147.9亿,同比下降3%;每股亏损$7.69,去年同期$14.65。</p><p>AT&T(T):4季度营收好于预期,2季度将继续精简业务,预计2022年营收将低于2021年,盘前涨2%。第4季度营收$410亿,同比下降10%;每股收益$0.78,去年同期每股亏损$1.95。</p><p>洛克希德马丁(LMT):以$44亿收购Aerojet(AJRD),联邦贸易委员会对此提起反垄断诉讼。洛克希德马丁表示将在30天内决定出庭或是放弃收购,此前联邦贸易委员会也对英伟达(NVDA)收购ARM的交易提起反垄断诉讼。</p><p>英特尔(INTC):欧洲法院驳回欧盟对英特尔$12亿反垄断罚款。欧洲法院裁定,欧盟监管机构因英特尔涉嫌排挤竞争对手AMD(AMD)对其罚款,这犯了关键错误。</p><p>Meta(FB):彭博:受监管压力,Meta支持的数字货币项目Diem或将出售其资产。Diem是Meta于2019年宣布的稳定币项目,去年该项目主管David Marcus已离职。</p><p>特斯拉(TSLA):用于Cybertruck的8,000吨Giga Press巨型压铸机将于下月开始运营。特斯拉将于盘后发布财报。</p><p>苹果(AAPL):iCloud服务遭遇大范围宕机。部分用户无法登陆iCloud网站,遇到与应用程序相关的密码问题,或看到有关连接苹果ID服务器出现问题的信息。</p><p>伯克希尔哈撒韦(BRK):计划4月30日举行现场的年度股东大会。此前2020年和2021年,由于新冠疫情,年度股东大会改为线上举行。</p><p>默克(MRK):将于2025年前向其电子科技业务新增在华投资至少¥10亿。新增投资将聚焦芯片制造领域,扩建长三角电子材料本地开发。</p><p>索尼(SONY):向台积电(TSM)在熊本设立的生产子公司进行出资。新工厂将于2024年底前启动,索尼今后两次将多次共计出资570亿日元,作为少数股东参与半导体制造。</p><p>动视暴雪(AVTI):将在索尼(SONY)PlayStation平台发布至少3款使命召唤游戏。此前微软(MSFT)已宣布了对动视暴雪的收购要约。</p><p>BioNTech(BNTX):计划在德国扩建疫苗厂。其在德国最大的疫苗工厂将增加250个工作岗位,员工人数将增加50%。</p><p>晶科能源(JKS):晶科能源登陆科创板,开盘价¥8.5,上市首日上涨111%。</p><p>蔚来(NIO):有消息称,蔚来考虑在新加坡二次上市。对此,蔚来回应,对于市场传言,公司不予置评。</p><p>百度(BIDU):旗下智能汽车品牌集度完成$4亿A轮融资,有百度和吉利共同增持。集度首款汽车机器人概念车将于今年4月在北京车展发布,量产车型将于2023年上市。</p><p>360数科(QFIN):周鸿祎内部信:360集团全面转型做数字安全引领者。360安全卫士等互联网产品要为中小企业提供免费的安全和SaaS化服务,政企安全提供数字安全能力。</p><p><b>其它</b></p><p>全球确诊356,643,692 (+2,320,472)例,死亡5,617,767 (+7,438)例。</p><p>美国确诊72,171,208 (+429,510)例,死亡871,937 (+2,911)例。</p><p>纽约州确诊4,728,422 (+14,412)例,死亡63,824 (+305)例。</p><p>美联储下午两点发布1月FOMC会议决议,鲍威尔下午两点半举行例行新闻发布会。</p><p>众议院公布两党法案,包括为半导体和供应链提供$520亿。</p><p>众议院一个委员会将于2月8日就数字资产和稳定币问题举行听证会。</p><p>中国信通院举办元宇宙安全研讨会,阿里巴巴(BABA)、腾讯(TCEHY)、百度(BIDU)出席会议。</p><p><img src=\"https://static.tigerbbs.com/2e3b4c07ba6e1b939ded79bc341e7de2\" tg-width=\"937\" tg-height=\"79\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘前观察:今天的美联储FOMC会议声明会怎么说?</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n盘前观察:今天的美联储FOMC会议声明会怎么说?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎锐评 </p>\n<p class=\"h-time\">2022-01-26 21:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>盘前观察</b></p><p>美股盘前大涨。</p><p><b>》》》</b><a href=\"https://laohu8.com/NW/1108391220\" target=\"_blank\"><b>盘前 | 又是大行情之夜?日内聚焦这两大事件</b></a><b></b></p><p><b>美联储FOMC会议声明前瞻</b></p><p>现在基本面分析师是越来越难做了,昨天微软季报后先是大跌5%,分析师想来想去,决定怪罪微软的云Azure增速缓慢(“We’ve kind of hit the highest peak of growth we’re going to see in a while, you have a theme of decelerating growth and harder comps are coming up.”)。没想到,微软现在盘前上涨3%。</p><p>今天的FOMC会议声明会怎么说?</p><p>去年12月的FOMC会议声明出来之后,市场最后两个小时是一路猛涨。随后几天市场震荡,但是在FOMC会议纪要出来之前(今年1月5日),市场总体上涨。简单说,FOMC会议声明没有问题,错在FOMC会议纪要。FOMC会议声明市场能接受,但是FOMC会议纪要市场接受不了,这是非常罕见的现象。</p><p>美联储的会议声明文字不多,就一页纸,所以这次会议声明不应该有不好的东西。“3月份加息”可能是最“鹰”的一句话,但这个决定已经被市场广泛所知。不大可能一次性加50个基点,尽管最近市场有这种声音。美联储现在的节奏是提前两次FOMC会议就给市场预热,比方说3月份加息,那么12月份美联储会议就会暗示。</p><p>除了加息决定之外,现在有两个问题市场尚存疑问。</p><p>1,今年加息几次,何时加息。根据利率期货市场,今年美联储加息4次,分别是3,6,9,12月。这个问题今天肯定会被记者穷追猛打,鲍威尔也肯定把标准答案都写好了。我估计鲍威尔的说法,会是“未来的事情还没有定下来,还需要看经济数据美联储才能做出反映”,简单说就是打太极。这次的会议声明,除了提3月加息之外,应该不会说关于第2次加息的问题。</p><p>2,是否缩表。缩表这个问题是最近市场炒得比较热的话题,鲍威尔这么关心市场的人不可能不知道。关于是否缩表,鲍威尔肯定也是打太极,因为这件事情确实也没有定论。</p><p>总之,这两个疑问在今天会议之后,基本上还是疑问。不是美联储不想回答,是他们自己也是用炒股的心态在制定货币政策,走一步看一步,他们没法回答。所以这就会出现个问题,目前市场上那些乱七八糟猜测的声音,会继续存在,至少会持续到3月加息的时候。在3月FOMC会议之前,两次CPI的数据(今年1月和2月)是关键。</p><p>总之,我觉得这次FOMC会议的重要性不高,因为美联储想说什么能说什么,基本上已经定下来了。关键的会是3月份的FOMC会议,第一次加息已经没有疑问,关键是以后怎么加。</p><p>最后说一下市场。市场是最难判断的,今年美股因为一份美联储会议纪要狂跌不止,好多股票都跌到了非常令人心动的区间。这次加息确定之后,算是消息落地,美股大概率是反弹。反弹途中并不会一帆风顺,毕竟市场的疑问和不确定性还是很多。但是如果从较远的时间线来想(比方说1年),市场的不确定性总是在慢慢降低。因为不确定性高的时候,是在政策转向之前,现在我们基本上跨过了拐点。</p><p><img src=\"https://static.tigerbbs.com/4ccae748a49a3e55ecd569242e8be6d2\" tg-width=\"938\" tg-height=\"458\" width=\"100%\" height=\"auto\"/></p><p><b>公司新闻</b></p><p>波音(BA):4季度营收不及预期,787 Dreamliner飞机延误交付等问题损失达$44亿,2019年以来首次实现正现金流,盘前涨2%。第4季度营收$147.9亿,同比下降3%;每股亏损$7.69,去年同期$14.65。</p><p>AT&T(T):4季度营收好于预期,2季度将继续精简业务,预计2022年营收将低于2021年,盘前涨2%。第4季度营收$410亿,同比下降10%;每股收益$0.78,去年同期每股亏损$1.95。</p><p>洛克希德马丁(LMT):以$44亿收购Aerojet(AJRD),联邦贸易委员会对此提起反垄断诉讼。洛克希德马丁表示将在30天内决定出庭或是放弃收购,此前联邦贸易委员会也对英伟达(NVDA)收购ARM的交易提起反垄断诉讼。</p><p>英特尔(INTC):欧洲法院驳回欧盟对英特尔$12亿反垄断罚款。欧洲法院裁定,欧盟监管机构因英特尔涉嫌排挤竞争对手AMD(AMD)对其罚款,这犯了关键错误。</p><p>Meta(FB):彭博:受监管压力,Meta支持的数字货币项目Diem或将出售其资产。Diem是Meta于2019年宣布的稳定币项目,去年该项目主管David Marcus已离职。</p><p>特斯拉(TSLA):用于Cybertruck的8,000吨Giga Press巨型压铸机将于下月开始运营。特斯拉将于盘后发布财报。</p><p>苹果(AAPL):iCloud服务遭遇大范围宕机。部分用户无法登陆iCloud网站,遇到与应用程序相关的密码问题,或看到有关连接苹果ID服务器出现问题的信息。</p><p>伯克希尔哈撒韦(BRK):计划4月30日举行现场的年度股东大会。此前2020年和2021年,由于新冠疫情,年度股东大会改为线上举行。</p><p>默克(MRK):将于2025年前向其电子科技业务新增在华投资至少¥10亿。新增投资将聚焦芯片制造领域,扩建长三角电子材料本地开发。</p><p>索尼(SONY):向台积电(TSM)在熊本设立的生产子公司进行出资。新工厂将于2024年底前启动,索尼今后两次将多次共计出资570亿日元,作为少数股东参与半导体制造。</p><p>动视暴雪(AVTI):将在索尼(SONY)PlayStation平台发布至少3款使命召唤游戏。此前微软(MSFT)已宣布了对动视暴雪的收购要约。</p><p>BioNTech(BNTX):计划在德国扩建疫苗厂。其在德国最大的疫苗工厂将增加250个工作岗位,员工人数将增加50%。</p><p>晶科能源(JKS):晶科能源登陆科创板,开盘价¥8.5,上市首日上涨111%。</p><p>蔚来(NIO):有消息称,蔚来考虑在新加坡二次上市。对此,蔚来回应,对于市场传言,公司不予置评。</p><p>百度(BIDU):旗下智能汽车品牌集度完成$4亿A轮融资,有百度和吉利共同增持。集度首款汽车机器人概念车将于今年4月在北京车展发布,量产车型将于2023年上市。</p><p>360数科(QFIN):周鸿祎内部信:360集团全面转型做数字安全引领者。360安全卫士等互联网产品要为中小企业提供免费的安全和SaaS化服务,政企安全提供数字安全能力。</p><p><b>其它</b></p><p>全球确诊356,643,692 (+2,320,472)例,死亡5,617,767 (+7,438)例。</p><p>美国确诊72,171,208 (+429,510)例,死亡871,937 (+2,911)例。</p><p>纽约州确诊4,728,422 (+14,412)例,死亡63,824 (+305)例。</p><p>美联储下午两点发布1月FOMC会议决议,鲍威尔下午两点半举行例行新闻发布会。</p><p>众议院公布两党法案,包括为半导体和供应链提供$520亿。</p><p>众议院一个委员会将于2月8日就数字资产和稳定币问题举行听证会。</p><p>中国信通院举办元宇宙安全研讨会,阿里巴巴(BABA)、腾讯(TCEHY)、百度(BIDU)出席会议。</p><p><img src=\"https://static.tigerbbs.com/2e3b4c07ba6e1b939ded79bc341e7de2\" tg-width=\"937\" tg-height=\"79\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e09a7b30204158feaaaf0f4efc19f31f","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198345042","content_text":"盘前观察美股盘前大涨。》》》盘前 | 又是大行情之夜?日内聚焦这两大事件美联储FOMC会议声明前瞻现在基本面分析师是越来越难做了,昨天微软季报后先是大跌5%,分析师想来想去,决定怪罪微软的云Azure增速缓慢(“We’ve kind of hit the highest peak of growth we’re going to see in a while, you have a theme of decelerating growth and harder comps are coming up.”)。没想到,微软现在盘前上涨3%。今天的FOMC会议声明会怎么说?去年12月的FOMC会议声明出来之后,市场最后两个小时是一路猛涨。随后几天市场震荡,但是在FOMC会议纪要出来之前(今年1月5日),市场总体上涨。简单说,FOMC会议声明没有问题,错在FOMC会议纪要。FOMC会议声明市场能接受,但是FOMC会议纪要市场接受不了,这是非常罕见的现象。美联储的会议声明文字不多,就一页纸,所以这次会议声明不应该有不好的东西。“3月份加息”可能是最“鹰”的一句话,但这个决定已经被市场广泛所知。不大可能一次性加50个基点,尽管最近市场有这种声音。美联储现在的节奏是提前两次FOMC会议就给市场预热,比方说3月份加息,那么12月份美联储会议就会暗示。除了加息决定之外,现在有两个问题市场尚存疑问。1,今年加息几次,何时加息。根据利率期货市场,今年美联储加息4次,分别是3,6,9,12月。这个问题今天肯定会被记者穷追猛打,鲍威尔也肯定把标准答案都写好了。我估计鲍威尔的说法,会是“未来的事情还没有定下来,还需要看经济数据美联储才能做出反映”,简单说就是打太极。这次的会议声明,除了提3月加息之外,应该不会说关于第2次加息的问题。2,是否缩表。缩表这个问题是最近市场炒得比较热的话题,鲍威尔这么关心市场的人不可能不知道。关于是否缩表,鲍威尔肯定也是打太极,因为这件事情确实也没有定论。总之,这两个疑问在今天会议之后,基本上还是疑问。不是美联储不想回答,是他们自己也是用炒股的心态在制定货币政策,走一步看一步,他们没法回答。所以这就会出现个问题,目前市场上那些乱七八糟猜测的声音,会继续存在,至少会持续到3月加息的时候。在3月FOMC会议之前,两次CPI的数据(今年1月和2月)是关键。总之,我觉得这次FOMC会议的重要性不高,因为美联储想说什么能说什么,基本上已经定下来了。关键的会是3月份的FOMC会议,第一次加息已经没有疑问,关键是以后怎么加。最后说一下市场。市场是最难判断的,今年美股因为一份美联储会议纪要狂跌不止,好多股票都跌到了非常令人心动的区间。这次加息确定之后,算是消息落地,美股大概率是反弹。反弹途中并不会一帆风顺,毕竟市场的疑问和不确定性还是很多。但是如果从较远的时间线来想(比方说1年),市场的不确定性总是在慢慢降低。因为不确定性高的时候,是在政策转向之前,现在我们基本上跨过了拐点。公司新闻波音(BA):4季度营收不及预期,787 Dreamliner飞机延误交付等问题损失达$44亿,2019年以来首次实现正现金流,盘前涨2%。第4季度营收$147.9亿,同比下降3%;每股亏损$7.69,去年同期$14.65。AT&T(T):4季度营收好于预期,2季度将继续精简业务,预计2022年营收将低于2021年,盘前涨2%。第4季度营收$410亿,同比下降10%;每股收益$0.78,去年同期每股亏损$1.95。洛克希德马丁(LMT):以$44亿收购Aerojet(AJRD),联邦贸易委员会对此提起反垄断诉讼。洛克希德马丁表示将在30天内决定出庭或是放弃收购,此前联邦贸易委员会也对英伟达(NVDA)收购ARM的交易提起反垄断诉讼。英特尔(INTC):欧洲法院驳回欧盟对英特尔$12亿反垄断罚款。欧洲法院裁定,欧盟监管机构因英特尔涉嫌排挤竞争对手AMD(AMD)对其罚款,这犯了关键错误。Meta(FB):彭博:受监管压力,Meta支持的数字货币项目Diem或将出售其资产。Diem是Meta于2019年宣布的稳定币项目,去年该项目主管David Marcus已离职。特斯拉(TSLA):用于Cybertruck的8,000吨Giga Press巨型压铸机将于下月开始运营。特斯拉将于盘后发布财报。苹果(AAPL):iCloud服务遭遇大范围宕机。部分用户无法登陆iCloud网站,遇到与应用程序相关的密码问题,或看到有关连接苹果ID服务器出现问题的信息。伯克希尔哈撒韦(BRK):计划4月30日举行现场的年度股东大会。此前2020年和2021年,由于新冠疫情,年度股东大会改为线上举行。默克(MRK):将于2025年前向其电子科技业务新增在华投资至少¥10亿。新增投资将聚焦芯片制造领域,扩建长三角电子材料本地开发。索尼(SONY):向台积电(TSM)在熊本设立的生产子公司进行出资。新工厂将于2024年底前启动,索尼今后两次将多次共计出资570亿日元,作为少数股东参与半导体制造。动视暴雪(AVTI):将在索尼(SONY)PlayStation平台发布至少3款使命召唤游戏。此前微软(MSFT)已宣布了对动视暴雪的收购要约。BioNTech(BNTX):计划在德国扩建疫苗厂。其在德国最大的疫苗工厂将增加250个工作岗位,员工人数将增加50%。晶科能源(JKS):晶科能源登陆科创板,开盘价¥8.5,上市首日上涨111%。蔚来(NIO):有消息称,蔚来考虑在新加坡二次上市。对此,蔚来回应,对于市场传言,公司不予置评。百度(BIDU):旗下智能汽车品牌集度完成$4亿A轮融资,有百度和吉利共同增持。集度首款汽车机器人概念车将于今年4月在北京车展发布,量产车型将于2023年上市。360数科(QFIN):周鸿祎内部信:360集团全面转型做数字安全引领者。360安全卫士等互联网产品要为中小企业提供免费的安全和SaaS化服务,政企安全提供数字安全能力。其它全球确诊356,643,692 (+2,320,472)例,死亡5,617,767 (+7,438)例。美国确诊72,171,208 (+429,510)例,死亡871,937 (+2,911)例。纽约州确诊4,728,422 (+14,412)例,死亡63,824 (+305)例。美联储下午两点发布1月FOMC会议决议,鲍威尔下午两点半举行例行新闻发布会。众议院公布两党法案,包括为半导体和供应链提供$520亿。众议院一个委员会将于2月8日就数字资产和稳定币问题举行听证会。中国信通院举办元宇宙安全研讨会,阿里巴巴(BABA)、腾讯(TCEHY)、百度(BIDU)出席会议。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007316219,"gmtCreate":1642773724468,"gmtModify":1676533744582,"author":{"id":"3583397019104555","authorId":"3583397019104555","name":"张邪君","avatar":"https://community-static.tradeup.com/news/6882251e22bdd56ad1ddd55ee807b654","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583397019104555","authorIdStr":"3583397019104555"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/JPM\">$摩根大通(JPM)$</a>hi","listText":"<a href=\"https://ttm.financial/S/JPM\">$摩根大通(JPM)$</a>hi","text":"$摩根大通(JPM)$hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007316219","isVote":1,"tweetType":1,"viewCount":679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005509407,"gmtCreate":1642333921679,"gmtModify":1676533701931,"author":{"id":"3583397019104555","authorId":"3583397019104555","name":"张邪君","avatar":"https://community-static.tradeup.com/news/6882251e22bdd56ad1ddd55ee807b654","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583397019104555","authorIdStr":"3583397019104555"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BBIG\">$Vinco Ventures, Inc.(BBIG)$</a>ok","listText":"<a href=\"https://ttm.financial/S/BBIG\">$Vinco Ventures, Inc.(BBIG)$</a>ok","text":"$Vinco Ventures, Inc.(BBIG)$ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005509407","isVote":1,"tweetType":1,"viewCount":673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005386836,"gmtCreate":1642173492802,"gmtModify":1676533689331,"author":{"id":"3583397019104555","authorId":"3583397019104555","name":"张邪君","avatar":"https://community-static.tradeup.com/news/6882251e22bdd56ad1ddd55ee807b654","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583397019104555","authorIdStr":"3583397019104555"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BRK.B\">$伯克希尔B(BRK.B)$</a>hi","listText":"<a href=\"https://ttm.financial/S/BRK.B\">$伯克希尔B(BRK.B)$</a>hi","text":"$伯克希尔B(BRK.B)$hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005386836","isVote":1,"tweetType":1,"viewCount":968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005388473,"gmtCreate":1642173455624,"gmtModify":1676533689307,"author":{"id":"3583397019104555","authorId":"3583397019104555","name":"张邪君","avatar":"https://community-static.tradeup.com/news/6882251e22bdd56ad1ddd55ee807b654","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583397019104555","authorIdStr":"3583397019104555"},"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/9005388473","repostId":"1119435888","repostType":4,"repost":{"id":"1119435888","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1641877579,"share":"https://ttm.financial/m/news/1119435888?lang=&edition=fundamental","pubTime":"2022-01-11 13:06","market":"sg","language":"zh","title":"提醒:1月17日马丁·路德·金纪念日,美股休市一天","url":"https://stock-news.laohu8.com/highlight/detail?id=1119435888","media":"老虎资讯综合","summary":"2022年1月17日(下周一),因马丁·路德·金纪念日,美股休市一天。港股、A股、英股、澳大利亚和新加坡股市均照常交易。【背景简介】马丁·路德·金(Martin Luther King, Jr,192","content":"<html><head></head><body><p>2022年1月17日(下周一),因马丁·路德·金纪念日,美股休市一天。</p><p>港股、A股、英股、澳大利亚和新加坡股市均照常交易。</p><p><b>【背景简介】</b></p><p>马丁·路德·金(Martin Luther King, Jr,1929年1月15日—1968年4月4日),非裔美国人,美国牧师、社会活动家、黑人民权运动领袖。每年1月的第三个星期一,是美国联邦法定假日——马丁·路德·金纪念日。这是美国三个纪念个人的法定假日之一,另外两个是“哥伦布日”,和纪念前总统亚伯拉罕·林肯和乔治·华盛顿的“总统节”。</p><p>美国学校、政府和联邦机构在这一天都不开放。星期一会有追思仪式及纪念仪式。而在此之前的星期日,所有地区的牧师都会进行特殊布道,提醒每个人缅怀马丁·路德·金追求和平的一生。</p><p><img src=\"https://static.tigerbbs.com/a20806b6a04306399445ed6d5d60d1e4\" tg-width=\"732\" tg-height=\"549\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>提醒:1月17日马丁·路德·金纪念日,美股休市一天</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提醒:1月17日马丁·路德·金纪念日,美股休市一天\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-01-11 13:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2022年1月17日(下周一),因马丁·路德·金纪念日,美股休市一天。</p><p>港股、A股、英股、澳大利亚和新加坡股市均照常交易。</p><p><b>【背景简介】</b></p><p>马丁·路德·金(Martin Luther King, Jr,1929年1月15日—1968年4月4日),非裔美国人,美国牧师、社会活动家、黑人民权运动领袖。每年1月的第三个星期一,是美国联邦法定假日——马丁·路德·金纪念日。这是美国三个纪念个人的法定假日之一,另外两个是“哥伦布日”,和纪念前总统亚伯拉罕·林肯和乔治·华盛顿的“总统节”。</p><p>美国学校、政府和联邦机构在这一天都不开放。星期一会有追思仪式及纪念仪式。而在此之前的星期日,所有地区的牧师都会进行特殊布道,提醒每个人缅怀马丁·路德·金追求和平的一生。</p><p><img src=\"https://static.tigerbbs.com/a20806b6a04306399445ed6d5d60d1e4\" tg-width=\"732\" tg-height=\"549\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a20806b6a04306399445ed6d5d60d1e4","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119435888","content_text":"2022年1月17日(下周一),因马丁·路德·金纪念日,美股休市一天。港股、A股、英股、澳大利亚和新加坡股市均照常交易。【背景简介】马丁·路德·金(Martin Luther King, Jr,1929年1月15日—1968年4月4日),非裔美国人,美国牧师、社会活动家、黑人民权运动领袖。每年1月的第三个星期一,是美国联邦法定假日——马丁·路德·金纪念日。这是美国三个纪念个人的法定假日之一,另外两个是“哥伦布日”,和纪念前总统亚伯拉罕·林肯和乔治·华盛顿的“总统节”。美国学校、政府和联邦机构在这一天都不开放。星期一会有追思仪式及纪念仪式。而在此之前的星期日,所有地区的牧师都会进行特殊布道,提醒每个人缅怀马丁·路德·金追求和平的一生。","news_type":1},"isVote":1,"tweetType":1,"viewCount":869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008513005,"gmtCreate":1641481328117,"gmtModify":1676533619686,"author":{"id":"3583397019104555","authorId":"3583397019104555","name":"张邪君","avatar":"https://community-static.tradeup.com/news/6882251e22bdd56ad1ddd55ee807b654","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583397019104555","authorIdStr":"3583397019104555"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008513005","repostId":"2195782436","repostType":2,"isVote":1,"tweetType":1,"viewCount":795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008808708,"gmtCreate":1641398566083,"gmtModify":1676533610728,"author":{"id":"3583397019104555","authorId":"3583397019104555","name":"张邪君","avatar":"https://community-static.tradeup.com/news/6882251e22bdd56ad1ddd55ee807b654","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583397019104555","authorIdStr":"3583397019104555"},"themes":[],"htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008808708","repostId":"1124485296","repostType":4,"repost":{"id":"1124485296","kind":"news","pubTimestamp":1641382301,"share":"https://ttm.financial/m/news/1124485296?lang=&edition=fundamental","pubTime":"2022-01-05 19:31","market":"hk","language":"zh","title":"市值最高突破3000亿港元,商汤何时盈利","url":"https://stock-news.laohu8.com/highlight/detail?id=1124485296","media":"读数一帜","summary":"2022年1月5日,商汤收盘价跌15%至6.97港元,市值为2320亿港元。受上述消息影响,12月13日,商汤发布公告称,公司将延迟上市,并退回申请股款。7天后,即12月20日,商汤宣布重启公开招股。依据2022年1月4日收盘价8.2港元计算,商汤股价相对于IPO发行价暴涨112.99%,总市值2729亿港元约,盘中一度突破3000亿港元。2020年以及2021年上半年,商汤毛利率分别高达70.57%以及72.95%。","content":"<html><head></head><body><blockquote>尽管近年来商汤营收、毛利率持续上升,但行政研发等费用偏高,仍处于亏损状态。商汤认为,随着公司高速增长,行政和研发的规模效应会愈发显现</blockquote><p>人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>软件公司龙头、AI第一股,商汤集团股份有限公司(商汤,0020.HK)上市后备受投资者追捧。股价的暴涨也引发市值与业绩是否匹配的争议。</p><p>商汤,成立于2014年的中国香港,其创始团队包括汤晓鸥、徐立、王晓刚、徐冰等。商汤一直被视为全球最大的人工智能独角兽,主攻机器视觉,卓越的市场地位帮助商汤吸引了软银、春华资本、IDG等在内的顶级私募加持。据弗若斯特沙利文报告,2020年,商汤是亚洲收入排名最高的AI公司。</p><p><a href=\"https://laohu8.com/S/DLX\">豪华</a>的投资团队,再加上全球投资者对于人工智能的热捧,商汤上市以后获得投资者热捧不足为奇。依据2022年1月4日收盘价8.2港元计算,这家AI巨头上市以后的四个交易日股价涨幅达112.99%(相对发行价)。<b>Wind数据显示,当日港股人工智能概念股中,<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>(0700.HK)、<a href=\"https://laohu8.com/S/000063\">中兴通讯</a>(0763.HK)市值分别为4.32万亿港元、1783.21亿港元。</b></p><p>2022年1月5日,商汤收盘价跌15%至6.97港元,市值为2320亿港元。</p><p><b>股价大涨之际,商汤的市值合理性问题也成为市场争议的焦点。一些机构出于市场竞争、费用管控等考量,认为商汤的估值存在30%乃至50%的高估;也有乐观的机构,出于流通盘以及流动性溢价的考量,认为商汤市值存在进一步上升空间。</b></p><p><b>股价翻番</b></p><p>与云从科技、旷视科技选择在A股上市不同,商汤选择的上市地为港交所。商汤告诉《财经》记者,公司是以核心技术为<a href=\"https://laohu8.com/S/838275\">驱动力</a>的科研创新企业,从香港中文大学多媒体实验室走出,香港和上海两个城市见证了公司的成立和成长。</p><p>然而,商汤在港交所的上市一度遭遇波折。</p><p>商汤于2021年11月22日向联交所提交聆讯资料。就在公司准备发行股份之际,美国财政部发布公告(2021年12月10日),将商汤加入所谓“中国军工复合体企业”清单,禁止美国投资者投资商汤。</p><p>商汤随后发布声明称,公司对于这一决定与相关指控表示强烈反对,该决定与相关指控毫无根据,反映了对公司根本性的误解,科技发展不应该受到地缘政治的影响。</p><p>受上述消息影响,12月13日,商汤发布公告称,公司将延迟上市,并退回申请股款。</p><p><b>美国的打压并未实质影响商汤的募股计划。</b>7天后,即12月20日,商汤宣布重启公开招股。公告显示,商汤此次公开招股募集资金55.52亿港元。商汤表示,公司募集资金中,约60%(33.31亿港元)将用于增强公司的研发能力。</p><p><b>商汤表示,为保障投资者的利益,并帮助投资者考虑最新事态发展对其投资决定的潜在影响,公司早前决定延迟上市,并容许基石投资者重新考虑是否继续投资。</b></p><p><a href=\"https://laohu8.com/S/601211\">国泰君安</a>表示,商汤已将美国投资者排除在外,并将基石投资者全部换成中资公司,其中包括混合所有制改革基金和上海人工智能产业股权投资基金。</p><p>出于对人工智能未来的乐观,商汤上市以后获得投资者热捧。依据2022年1月4日收盘价8.2港元计算,商汤股价相对于IPO发行价暴涨112.99%,总市值2729亿港元约(2238亿元人民币),盘中一度突破3000亿港元。股价的快速上涨,引发市场对商汤估值过高的担忧。</p><p>有机构表示,商汤股价暴涨很大程度上归因于市场流动性溢价。<b>“一级市场的话,除去公司基本面,估值也存在一个击鼓传花的过程,一些知名的股东,同时也会吸引更多的机构参与,估值相应也就水涨船高。”颐和银丰投资管理有限公司高级研究员杨勇对《财经》记者表示,在二级市场,流动性更强,是商汤上市后股价大涨的主要因素。</b></p><p>在杨勇看来,目前商汤依然亏损,作为科技类公司,用PS(市销率)估值更为合理,根据可比公司和收入预测,同时受宏观经济、疫情影响行业需求可能低于预期,以及行业未来可能面临竞争的进一步加剧,目前公司的估值过高,泡沫较多,2022年估值在1000亿元-1300亿元人民币(约1200亿-1600亿港元)应该较为合理。</p><p>安信证券表示,考虑商汤公司在AI技术研究上具有深厚的积累,且收入增长较快,具备一定的成长性,给予上市后的合理股价区间是4.87港元至5.85港元,对应市值为1621亿港元至1947亿港元,对应PS为15倍至18倍。</p><p>国元国际给出的估值更为谨慎。其在2021年12月7日发布研报称,商汤上市后估值约为1200亿港元,对应的2021年动态PS约26倍,估值偏高,但因公司在商业内处于领先地位,拥有AI及元宇宙概念,且全球发售股东占比只有4.5%,容易吸引游资进场。</p><p>相对于上述几家机构,<a href=\"https://laohu8.com/S/02611\">国泰君安</a>则较为乐观。其在2022年1月4日的报告中指出,商汤流通盘较小,公司业绩与估值提升空间巨大,虽然其股价已大幅上升,但不排除股价进一步上涨的可能性。</p><p><b>收入格局</b></p><p>“商汤希望推动技术落地,用技术突破去重新定义场景和模式,去刷新大众对于人工智能的认知。”商汤联合创始人、董事长兼CEO徐立在上市仪式致辞中表示:人工智能技术变革带来增量价值,将推动普惠和公平的智能时代到来。</p><p>这构成商汤营收的业务根基。</p><p>商汤的营收主要受四个板块的驱动,分别是智慧商业、智慧城市、智慧生活、智能汽车。其中,智慧商业和智慧城市是商汤2018年至2020年的两大主力收入来源,贡献公司超70%的收入。2020年,公司上述两大业务收入分别为14.85亿元、13.69亿元,占比分别为43.1%、39.7%。</p><p>2021年上半年,商汤智慧城市业务收入同比增长2.4倍至7.86亿元,占比升至47.6%成为公司第一大业务来源;公司智慧商业收入同比增长58.97%至6.47亿元。</p><p>高增长之下,商汤不同板块之间的营收不平衡问题也浮现出来。以2020年为例,智慧商业、智慧城市以外的另外两大板块,智慧生活和智能汽车收入占比仅为12.6%、4.6%。</p><p>2021年上半年,商汤智能汽车收入同比仅增长4.59%至0.71亿元,智慧生活收入为1.48亿元,相对于上年同期的1.56亿元,甚至有所下滑。</p><p>此外,尽管有着全球最大人工智能独角兽的称号,但商汤目前还不够国际化。分区域来看,虽然2021年上半年商汤在中国内地的收入大幅增长,但在其他地区收入并不理想。</p><p>商汤在全球有四个主要经营地区,分别为中国内地、东北亚、东南亚、中国香港和中东。2021年上半年,公司中国内地收入为14.13亿元,同比增速为208.52%。</p><p>同期,商汤在东北亚区域、东南亚区域、中国香港及中东地区收入,分别为2.03亿元、0.22亿元、0.14亿元,同比均有所下滑。其中,后两个区域收入同比下滑幅度分别高达76.84%、82.93%。</p><p><b>光环依然存在。以收入规模算,商汤位居AI四小龙之首。AI四小龙是指商汤、旷视科技、云从科技以及依图科技。公开披露数据显示,2020年,上述前三家人工智能公司的收入规模分别为34.46亿元、13.91亿元、7.55亿元,依图科技2020年上半年收入仅为3.81亿元。</b></p><p>毛利率方面表现也不错。2020年以及2021年上半年,商汤毛利率分别高达70.57%以及72.95%。2020年,旷视科技、云从科技该数据分别为33.11%、43.21%。</p><p><b>持续亏损</b></p><p>商汤仍未走出亏损困境。</p><p>2018年至2020年,公司亏损金额从34.33亿元升至121.58亿元。2021年上半年公司亏损有所收窄,亏损额37.13亿元。</p><p>导致公司出现大幅亏损的主要原因是优先股及其他金融负债的公允价值变动。根据会计准则的规定,优先股及其他金融负债的估值会因为公司估值的上升而相应上升,由此导致的负债增长被记录为公司的损失。招股书显示,公司优先股及其他金融负债的公允价值亏损,由2018年的31.82亿元,增至2020年的105.64亿元。</p><p>尽管如此,经调整后,商汤2018年至2020年亏损金额仍然分别高达2.21亿元、10.37亿元,以及8.78亿元。2021年上半年,该数据为7.26亿元,相对于上年同期的10.99亿元的亏损金额,大幅收窄。</p><p>研发开支、行政开支高企,是商汤经调整后仍然亏损的主要原因。</p><p><b>凭借超50%的占比,员工福利开支成为公司研发开支的首要成本。</b>2018年至2020年,商汤员工福利开支金额分别为5.13亿元、11.16亿元、15.69亿元,占研发开支比例分别为60.4%、58.3%、63.9%。2021年上半年,公司该数据为12.85亿元,占比进一步升至72.5%。</p><p>员工福利开支、营销及差旅开支是商汤销售开支的主要组成部分。2018年至2020年,商汤销售开支中,员工福利开支分别为1.42亿元、3.22亿元、4.05亿元,占比从69.5%升至75.4%。2021年上半年,商汤员工福利开支为2.33亿元,占比进一步升至79.5%。</p><p>此外,商汤的行政开支也居高不下。2018年至2020年,公司行政开支中,员工福利开支分别为1.49亿元、3.36亿元、9.3亿元,占比从32.9%升至58.5%。2021年上半年,该数据同比增长53%至11.49亿元,占比亦升至79.7%。</p><p>从上述数据可以看出,2021年上半年公司销售开支、行政开支中的员工福利合计约13.82亿元。</p><p><b>“商汤的费用率还有较大改善空间,盈利关键包括两方面,营收提升及对成本、费用的控制,站在当前时点看,盈利关键是控制管理和研发费用。”杨勇对《财经》记者表示,一旦公司进入良性发展,商业模式和经营模式稳定后,公司费用率将会大幅下降,预计未来3年左右盈利。</b></p><p><b>“随着公司高速增长,公司在行政开支方面的规模效应,也会逐渐显示出来。”商汤对《财经》记者表示,随着研发效率的不断提高,研发成本的规模效应也会在今后愈发显示。</b></p><p>商汤董事及高管中,有四名创始人,分别为董事会执行主席、行政总裁徐立,执行董事汤晓鸥,执行董事、首席科学家王晓刚,执行董事及董事会秘书徐冰。其中,王晓刚为公司实控人汤晓鸥的妹夫。</p><p>2020年,徐立、王晓刚、徐冰的薪酬总计分别为3.57亿元、1.63亿元、1.61亿元,三人以股份为基础的薪酬开支分别为3.53亿元、1.58亿元、1.58亿元。同期,三人获得薪金及工资分别为237.7万元、330.6万元、190.4万元,酌情花红分别为123.8万元、105.4万元、109.6万元。</p><p><b>“招股书的披露原则基于会计准则项下的要求,且与其他同样设置股权激励计划的香港上市公司一致;高管薪酬的披露除工资与奖金收入之外,还包括了股权激励。”商汤对《财经》记者表示,从公司的角度,并未因高管股权激励产生额外的实际现金支出,<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>选择用股权来激励创始团队和高管。</b></p><p>值得注意的是,2018年至2021年上半年,商汤贸易应收款分别为13.32亿元、26.15亿元、37.48亿元、39.26亿元,而贸易应收款的减值拨备分别为1.02亿元、2.12亿元、6.1亿元、7.85亿元,占比分别为7.66%、8.11%、16.28%、19.99%,呈现大幅增长。</p><p>同期,公司其他应收款项分别为1.15亿元、22.48亿元、13.19亿元、8.8亿元,而其他应收款项减值拨备余额分别为0.036亿元、1.64亿元、2.45亿元、2.59亿元,占比从3.13%,大幅提升至29.43%。</p><p>商汤称,公司面临与客户延迟付款或违约相关的风险,并且公司曾有重大减值损失。</p></body></html>","source":"lsy1589542236822","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>市值最高突破3000亿港元,商汤何时盈利</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n市值最高突破3000亿港元,商汤何时盈利\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-05 19:31 北京时间 <a href=https://mp.weixin.qq.com/s/CvDtiF0DXLX8xtWnepWODQ><strong>读数一帜</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>尽管近年来商汤营收、毛利率持续上升,但行政研发等费用偏高,仍处于亏损状态。商汤认为,随着公司高速增长,行政和研发的规模效应会愈发显现人工智能软件公司龙头、AI第一股,商汤集团股份有限公司(商汤,0020.HK)上市后备受投资者追捧。股价的暴涨也引发市值与业绩是否匹配的争议。商汤,成立于2014年的中国香港,其创始团队包括汤晓鸥、徐立、王晓刚、徐冰等。商汤一直被视为全球最大的人工智能独角兽,主攻机器...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/CvDtiF0DXLX8xtWnepWODQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3b2be8352a2da2e1aeca513d0b204831","relate_stocks":{"00020":"商汤-W"},"source_url":"https://mp.weixin.qq.com/s/CvDtiF0DXLX8xtWnepWODQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124485296","content_text":"尽管近年来商汤营收、毛利率持续上升,但行政研发等费用偏高,仍处于亏损状态。商汤认为,随着公司高速增长,行政和研发的规模效应会愈发显现人工智能软件公司龙头、AI第一股,商汤集团股份有限公司(商汤,0020.HK)上市后备受投资者追捧。股价的暴涨也引发市值与业绩是否匹配的争议。商汤,成立于2014年的中国香港,其创始团队包括汤晓鸥、徐立、王晓刚、徐冰等。商汤一直被视为全球最大的人工智能独角兽,主攻机器视觉,卓越的市场地位帮助商汤吸引了软银、春华资本、IDG等在内的顶级私募加持。据弗若斯特沙利文报告,2020年,商汤是亚洲收入排名最高的AI公司。豪华的投资团队,再加上全球投资者对于人工智能的热捧,商汤上市以后获得投资者热捧不足为奇。依据2022年1月4日收盘价8.2港元计算,这家AI巨头上市以后的四个交易日股价涨幅达112.99%(相对发行价)。Wind数据显示,当日港股人工智能概念股中,腾讯控股(0700.HK)、中兴通讯(0763.HK)市值分别为4.32万亿港元、1783.21亿港元。2022年1月5日,商汤收盘价跌15%至6.97港元,市值为2320亿港元。股价大涨之际,商汤的市值合理性问题也成为市场争议的焦点。一些机构出于市场竞争、费用管控等考量,认为商汤的估值存在30%乃至50%的高估;也有乐观的机构,出于流通盘以及流动性溢价的考量,认为商汤市值存在进一步上升空间。股价翻番与云从科技、旷视科技选择在A股上市不同,商汤选择的上市地为港交所。商汤告诉《财经》记者,公司是以核心技术为驱动力的科研创新企业,从香港中文大学多媒体实验室走出,香港和上海两个城市见证了公司的成立和成长。然而,商汤在港交所的上市一度遭遇波折。商汤于2021年11月22日向联交所提交聆讯资料。就在公司准备发行股份之际,美国财政部发布公告(2021年12月10日),将商汤加入所谓“中国军工复合体企业”清单,禁止美国投资者投资商汤。商汤随后发布声明称,公司对于这一决定与相关指控表示强烈反对,该决定与相关指控毫无根据,反映了对公司根本性的误解,科技发展不应该受到地缘政治的影响。受上述消息影响,12月13日,商汤发布公告称,公司将延迟上市,并退回申请股款。美国的打压并未实质影响商汤的募股计划。7天后,即12月20日,商汤宣布重启公开招股。公告显示,商汤此次公开招股募集资金55.52亿港元。商汤表示,公司募集资金中,约60%(33.31亿港元)将用于增强公司的研发能力。商汤表示,为保障投资者的利益,并帮助投资者考虑最新事态发展对其投资决定的潜在影响,公司早前决定延迟上市,并容许基石投资者重新考虑是否继续投资。国泰君安表示,商汤已将美国投资者排除在外,并将基石投资者全部换成中资公司,其中包括混合所有制改革基金和上海人工智能产业股权投资基金。出于对人工智能未来的乐观,商汤上市以后获得投资者热捧。依据2022年1月4日收盘价8.2港元计算,商汤股价相对于IPO发行价暴涨112.99%,总市值2729亿港元约(2238亿元人民币),盘中一度突破3000亿港元。股价的快速上涨,引发市场对商汤估值过高的担忧。有机构表示,商汤股价暴涨很大程度上归因于市场流动性溢价。“一级市场的话,除去公司基本面,估值也存在一个击鼓传花的过程,一些知名的股东,同时也会吸引更多的机构参与,估值相应也就水涨船高。”颐和银丰投资管理有限公司高级研究员杨勇对《财经》记者表示,在二级市场,流动性更强,是商汤上市后股价大涨的主要因素。在杨勇看来,目前商汤依然亏损,作为科技类公司,用PS(市销率)估值更为合理,根据可比公司和收入预测,同时受宏观经济、疫情影响行业需求可能低于预期,以及行业未来可能面临竞争的进一步加剧,目前公司的估值过高,泡沫较多,2022年估值在1000亿元-1300亿元人民币(约1200亿-1600亿港元)应该较为合理。安信证券表示,考虑商汤公司在AI技术研究上具有深厚的积累,且收入增长较快,具备一定的成长性,给予上市后的合理股价区间是4.87港元至5.85港元,对应市值为1621亿港元至1947亿港元,对应PS为15倍至18倍。国元国际给出的估值更为谨慎。其在2021年12月7日发布研报称,商汤上市后估值约为1200亿港元,对应的2021年动态PS约26倍,估值偏高,但因公司在商业内处于领先地位,拥有AI及元宇宙概念,且全球发售股东占比只有4.5%,容易吸引游资进场。相对于上述几家机构,国泰君安则较为乐观。其在2022年1月4日的报告中指出,商汤流通盘较小,公司业绩与估值提升空间巨大,虽然其股价已大幅上升,但不排除股价进一步上涨的可能性。收入格局“商汤希望推动技术落地,用技术突破去重新定义场景和模式,去刷新大众对于人工智能的认知。”商汤联合创始人、董事长兼CEO徐立在上市仪式致辞中表示:人工智能技术变革带来增量价值,将推动普惠和公平的智能时代到来。这构成商汤营收的业务根基。商汤的营收主要受四个板块的驱动,分别是智慧商业、智慧城市、智慧生活、智能汽车。其中,智慧商业和智慧城市是商汤2018年至2020年的两大主力收入来源,贡献公司超70%的收入。2020年,公司上述两大业务收入分别为14.85亿元、13.69亿元,占比分别为43.1%、39.7%。2021年上半年,商汤智慧城市业务收入同比增长2.4倍至7.86亿元,占比升至47.6%成为公司第一大业务来源;公司智慧商业收入同比增长58.97%至6.47亿元。高增长之下,商汤不同板块之间的营收不平衡问题也浮现出来。以2020年为例,智慧商业、智慧城市以外的另外两大板块,智慧生活和智能汽车收入占比仅为12.6%、4.6%。2021年上半年,商汤智能汽车收入同比仅增长4.59%至0.71亿元,智慧生活收入为1.48亿元,相对于上年同期的1.56亿元,甚至有所下滑。此外,尽管有着全球最大人工智能独角兽的称号,但商汤目前还不够国际化。分区域来看,虽然2021年上半年商汤在中国内地的收入大幅增长,但在其他地区收入并不理想。商汤在全球有四个主要经营地区,分别为中国内地、东北亚、东南亚、中国香港和中东。2021年上半年,公司中国内地收入为14.13亿元,同比增速为208.52%。同期,商汤在东北亚区域、东南亚区域、中国香港及中东地区收入,分别为2.03亿元、0.22亿元、0.14亿元,同比均有所下滑。其中,后两个区域收入同比下滑幅度分别高达76.84%、82.93%。光环依然存在。以收入规模算,商汤位居AI四小龙之首。AI四小龙是指商汤、旷视科技、云从科技以及依图科技。公开披露数据显示,2020年,上述前三家人工智能公司的收入规模分别为34.46亿元、13.91亿元、7.55亿元,依图科技2020年上半年收入仅为3.81亿元。毛利率方面表现也不错。2020年以及2021年上半年,商汤毛利率分别高达70.57%以及72.95%。2020年,旷视科技、云从科技该数据分别为33.11%、43.21%。持续亏损商汤仍未走出亏损困境。2018年至2020年,公司亏损金额从34.33亿元升至121.58亿元。2021年上半年公司亏损有所收窄,亏损额37.13亿元。导致公司出现大幅亏损的主要原因是优先股及其他金融负债的公允价值变动。根据会计准则的规定,优先股及其他金融负债的估值会因为公司估值的上升而相应上升,由此导致的负债增长被记录为公司的损失。招股书显示,公司优先股及其他金融负债的公允价值亏损,由2018年的31.82亿元,增至2020年的105.64亿元。尽管如此,经调整后,商汤2018年至2020年亏损金额仍然分别高达2.21亿元、10.37亿元,以及8.78亿元。2021年上半年,该数据为7.26亿元,相对于上年同期的10.99亿元的亏损金额,大幅收窄。研发开支、行政开支高企,是商汤经调整后仍然亏损的主要原因。凭借超50%的占比,员工福利开支成为公司研发开支的首要成本。2018年至2020年,商汤员工福利开支金额分别为5.13亿元、11.16亿元、15.69亿元,占研发开支比例分别为60.4%、58.3%、63.9%。2021年上半年,公司该数据为12.85亿元,占比进一步升至72.5%。员工福利开支、营销及差旅开支是商汤销售开支的主要组成部分。2018年至2020年,商汤销售开支中,员工福利开支分别为1.42亿元、3.22亿元、4.05亿元,占比从69.5%升至75.4%。2021年上半年,商汤员工福利开支为2.33亿元,占比进一步升至79.5%。此外,商汤的行政开支也居高不下。2018年至2020年,公司行政开支中,员工福利开支分别为1.49亿元、3.36亿元、9.3亿元,占比从32.9%升至58.5%。2021年上半年,该数据同比增长53%至11.49亿元,占比亦升至79.7%。从上述数据可以看出,2021年上半年公司销售开支、行政开支中的员工福利合计约13.82亿元。“商汤的费用率还有较大改善空间,盈利关键包括两方面,营收提升及对成本、费用的控制,站在当前时点看,盈利关键是控制管理和研发费用。”杨勇对《财经》记者表示,一旦公司进入良性发展,商业模式和经营模式稳定后,公司费用率将会大幅下降,预计未来3年左右盈利。“随着公司高速增长,公司在行政开支方面的规模效应,也会逐渐显示出来。”商汤对《财经》记者表示,随着研发效率的不断提高,研发成本的规模效应也会在今后愈发显示。商汤董事及高管中,有四名创始人,分别为董事会执行主席、行政总裁徐立,执行董事汤晓鸥,执行董事、首席科学家王晓刚,执行董事及董事会秘书徐冰。其中,王晓刚为公司实控人汤晓鸥的妹夫。2020年,徐立、王晓刚、徐冰的薪酬总计分别为3.57亿元、1.63亿元、1.61亿元,三人以股份为基础的薪酬开支分别为3.53亿元、1.58亿元、1.58亿元。同期,三人获得薪金及工资分别为237.7万元、330.6万元、190.4万元,酌情花红分别为123.8万元、105.4万元、109.6万元。“招股书的披露原则基于会计准则项下的要求,且与其他同样设置股权激励计划的香港上市公司一致;高管薪酬的披露除工资与奖金收入之外,还包括了股权激励。”商汤对《财经》记者表示,从公司的角度,并未因高管股权激励产生额外的实际现金支出,创业公司选择用股权来激励创始团队和高管。值得注意的是,2018年至2021年上半年,商汤贸易应收款分别为13.32亿元、26.15亿元、37.48亿元、39.26亿元,而贸易应收款的减值拨备分别为1.02亿元、2.12亿元、6.1亿元、7.85亿元,占比分别为7.66%、8.11%、16.28%、19.99%,呈现大幅增长。同期,公司其他应收款项分别为1.15亿元、22.48亿元、13.19亿元、8.8亿元,而其他应收款项减值拨备余额分别为0.036亿元、1.64亿元、2.45亿元、2.59亿元,占比从3.13%,大幅提升至29.43%。商汤称,公司面临与客户延迟付款或违约相关的风险,并且公司曾有重大减值损失。","news_type":1},"isVote":1,"tweetType":1,"viewCount":738,"aut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13:06","market":"sg","language":"zh","title":"提醒:1月17日马丁·路德·金纪念日,美股休市一天","url":"https://stock-news.laohu8.com/highlight/detail?id=1119435888","media":"老虎资讯综合","summary":"2022年1月17日(下周一),因马丁·路德·金纪念日,美股休市一天。港股、A股、英股、澳大利亚和新加坡股市均照常交易。【背景简介】马丁·路德·金(Martin Luther King, Jr,192","content":"<html><head></head><body><p>2022年1月17日(下周一),因马丁·路德·金纪念日,美股休市一天。</p><p>港股、A股、英股、澳大利亚和新加坡股市均照常交易。</p><p><b>【背景简介】</b></p><p>马丁·路德·金(Martin Luther King, Jr,1929年1月15日—1968年4月4日),非裔美国人,美国牧师、社会活动家、黑人民权运动领袖。每年1月的第三个星期一,是美国联邦法定假日——马丁·路德·金纪念日。这是美国三个纪念个人的法定假日之一,另外两个是“哥伦布日”,和纪念前总统亚伯拉罕·林肯和乔治·华盛顿的“总统节”。</p><p>美国学校、政府和联邦机构在这一天都不开放。星期一会有追思仪式及纪念仪式。而在此之前的星期日,所有地区的牧师都会进行特殊布道,提醒每个人缅怀马丁·路德·金追求和平的一生。</p><p><img src=\"https://static.tigerbbs.com/a20806b6a04306399445ed6d5d60d1e4\" tg-width=\"732\" tg-height=\"549\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-01-11 13:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2022年1月17日(下周一),因马丁·路德·金纪念日,美股休市一天。</p><p>港股、A股、英股、澳大利亚和新加坡股市均照常交易。</p><p><b>【背景简介】</b></p><p>马丁·路德·金(Martin Luther King, Jr,1929年1月15日—1968年4月4日),非裔美国人,美国牧师、社会活动家、黑人民权运动领袖。每年1月的第三个星期一,是美国联邦法定假日——马丁·路德·金纪念日。这是美国三个纪念个人的法定假日之一,另外两个是“哥伦布日”,和纪念前总统亚伯拉罕·林肯和乔治·华盛顿的“总统节”。</p><p>美国学校、政府和联邦机构在这一天都不开放。星期一会有追思仪式及纪念仪式。而在此之前的星期日,所有地区的牧师都会进行特殊布道,提醒每个人缅怀马丁·路德·金追求和平的一生。</p><p><img src=\"https://static.tigerbbs.com/a20806b6a04306399445ed6d5d60d1e4\" tg-width=\"732\" tg-height=\"549\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a20806b6a04306399445ed6d5d60d1e4","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119435888","content_text":"2022年1月17日(下周一),因马丁·路德·金纪念日,美股休市一天。港股、A股、英股、澳大利亚和新加坡股市均照常交易。【背景简介】马丁·路德·金(Martin Luther King, Jr,1929年1月15日—1968年4月4日),非裔美国人,美国牧师、社会活动家、黑人民权运动领袖。每年1月的第三个星期一,是美国联邦法定假日——马丁·路德·金纪念日。这是美国三个纪念个人的法定假日之一,另外两个是“哥伦布日”,和纪念前总统亚伯拉罕·林肯和乔治·华盛顿的“总统节”。美国学校、政府和联邦机构在这一天都不开放。星期一会有追思仪式及纪念仪式。而在此之前的星期日,所有地区的牧师都会进行特殊布道,提醒每个人缅怀马丁·路德·金追求和平的一生。","news_type":1},"isVote":1,"tweetType":1,"viewCount":869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090593575,"gmtCreate":1643212508888,"gmtModify":1676533785994,"author":{"id":"3583397019104555","authorId":"3583397019104555","name":"张邪君","avatar":"https://community-static.tradeup.com/news/6882251e22bdd56ad1ddd55ee807b654","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583397019104555","authorIdStr":"3583397019104555"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ACIW\">$ACI环球(ACIW)$</a>hd","listText":"<a 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Inc.(BBIG)$ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005509407","isVote":1,"tweetType":1,"viewCount":673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008513005,"gmtCreate":1641481328117,"gmtModify":1676533619686,"author":{"id":"3583397019104555","authorId":"3583397019104555","name":"张邪君","avatar":"https://community-static.tradeup.com/news/6882251e22bdd56ad1ddd55ee807b654","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583397019104555","authorIdStr":"3583397019104555"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008513005","repostId":"2195782436","repostType":2,"repost":{"id":"2195782436","kind":"news","pubTimestamp":1640704115,"share":"https://ttm.financial/m/news/2195782436?lang=&edition=fundamental","pubTime":"2021-12-28 23:08","market":"us","language":"zh","title":"脑再生科技盘中异动 早盘股价大涨9.15%报28.50美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2195782436","media":"自选股智能写手","summary":"北京时间2021年12月28日23时08分,脑再生科技股票出现异动,股价急速拉升9.15%。截至发稿,该股报28.50美元/股,成交量6673股,换手率0.05%,振幅1.53%。脑再生科技股票所在的制药行业中,整体跌幅为0.02%。其相关个股中,Clarus Therapeutics Hldgs Inc C/Wts 11/08/2026 、脑再生科技、惠普森医药涨幅较大,Biofrontera, Inc.、Petros Pharmaceuticals Inc、22Nd Century Group Inc较为活跃,换手率分别为20.52%、11.80%、1.04%,振幅较大的相关个股有Biofrontera Inc. Warrant 2021-27.10.26 On Biofrontera、Biofrontera, Inc.、Clarus Therapeutics Hldgs Inc C/Wts 11/08/2026 ,振幅分别为30.45%、12.32%、9.78%。","content":"<html><body><article><p>北京时间2021年12月28日23时08分,脑再生科技(RGC.us)股票出现异动,股价急速<span>拉升</span>9.15%。截至发稿,该股报28.50美元/股,成交量6673股,<span>换手率</span>0.05%,振幅1.53%。</p><p>最近的财报数据显示,该股实现<span>营业收入</span>0.00美元,<span>净利润</span>-1.35百万美元,<span>每股收益</span>-0.11美元,<span>毛利</span>-26456.00美元,市盈率-248.83倍。</p><p>机构评级方面,目前暂无机构对该股做出“买入、持有、卖出”建议。</p><p>脑再生科技股票所在的制药行业中,整体跌幅为0.02%。其相关个股中,Clarus Therapeutics Hldgs Inc C/Wts 11/08/2026 (To Pur Com)、脑再生科技、<a href=\"https://laohu8.com/S/HPQ\">惠普</a>森医药涨幅较大,Biofrontera, Inc.、<a href=\"https://laohu8.com/S/PTPI\">Petros Pharmaceuticals Inc</a>、22Nd Century Group Inc较为活跃,换手率分别为20.52%、11.80%、1.04%,振幅较大的相关个股有<a href=\"https://laohu8.com/S/BFRI\">Biofrontera Inc</a>. Warrant 2021-27.10.26 On Biofrontera、Biofrontera, Inc.、Clarus Therapeutics Hldgs Inc C/Wts 11/08/2026 (To Pur Com),振幅分别为30.45%、12.32%、9.78%。</p><p>脑再生科技公司简介:Regencell Bioscience Holdings Ltd 从事中医药的研究、开发和商业化。 这些药物用于治疗神经认知障碍和变性。</p><p>(以上内容为自选股<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>机器写手Money Call完成,仅作为用户看盘参考,不作为交易依据。)</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>脑再生科技盘中异动 早盘股价大涨9.15%报28.50美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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脑再生科技盘中异动 早盘股价大涨9.15%报28.50美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-28 23:08 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202112282308367b7d1d6d&s=b><strong>自选股智能写手</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间2021年12月28日23时08分,脑再生科技(RGC.us)股票出现异动,股价急速拉升9.15%。截至发稿,该股报28.50美元/股,成交量6673股,换手率0.05%,振幅1.53%。最近的财报数据显示,该股实现营业收入0.00美元,净利润-1.35百万美元,每股收益-0.11美元,毛利-26456.00美元,市盈率-248.83倍。机构评级方面,目前暂无机构对该股做出“买入、持有、...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202112282308367b7d1d6d&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3c6daacf13f78492ec38a4e178ddca49","relate_stocks":{"CGEM":"Cullinan Therapeutics","BK4007":"制药","LHDX":"Lucira Health, Inc.","BK4539":"次新股","BK4196":"保健护理服务","LABP":"Landos Biopharma, Inc.","BK4082":"医疗保健设备","BFRI":"Biofrontera Inc","APR":"Apria, Inc.","RGC":"脑再生科技","SANA":"Sana Biotechnology, Inc.","BK4139":"生物科技"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202112282308367b7d1d6d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2195782436","content_text":"北京时间2021年12月28日23时08分,脑再生科技(RGC.us)股票出现异动,股价急速拉升9.15%。截至发稿,该股报28.50美元/股,成交量6673股,换手率0.05%,振幅1.53%。最近的财报数据显示,该股实现营业收入0.00美元,净利润-1.35百万美元,每股收益-0.11美元,毛利-26456.00美元,市盈率-248.83倍。机构评级方面,目前暂无机构对该股做出“买入、持有、卖出”建议。脑再生科技股票所在的制药行业中,整体跌幅为0.02%。其相关个股中,Clarus Therapeutics Hldgs Inc C/Wts 11/08/2026 (To Pur Com)、脑再生科技、惠普森医药涨幅较大,Biofrontera, Inc.、Petros Pharmaceuticals Inc、22Nd Century Group Inc较为活跃,换手率分别为20.52%、11.80%、1.04%,振幅较大的相关个股有Biofrontera Inc. Warrant 2021-27.10.26 On Biofrontera、Biofrontera, Inc.、Clarus Therapeutics Hldgs Inc C/Wts 11/08/2026 (To Pur Com),振幅分别为30.45%、12.32%、9.78%。脑再生科技公司简介:Regencell Bioscience Holdings Ltd 从事中医药的研究、开发和商业化。 这些药物用于治疗神经认知障碍和变性。(以上内容为自选股智能机器写手Money Call完成,仅作为用户看盘参考,不作为交易依据。)","news_type":1},"isVote":1,"tweetType":1,"viewCount":795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008808708,"gmtCreate":1641398566083,"gmtModify":1676533610728,"author":{"id":"3583397019104555","authorId":"3583397019104555","name":"张邪君","avatar":"https://community-static.tradeup.com/news/6882251e22bdd56ad1ddd55ee807b654","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583397019104555","authorIdStr":"3583397019104555"},"themes":[],"htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008808708","repostId":"1124485296","repostType":4,"isVote":1,"tweetType":1,"viewCount":738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898735003,"gmtCreate":1628521053602,"gmtModify":1703507550715,"author":{"id":"3583397019104555","authorId":"3583397019104555","name":"张邪君","avatar":"https://community-static.tradeup.com/news/6882251e22bdd56ad1ddd55ee807b654","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583397019104555","authorIdStr":"3583397019104555"},"themes":[],"htmlText":"go","listText":"go","text":"go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/898735003","repostId":"898790911","repostType":1,"repost":{"id":898790911,"gmtCreate":1628520180633,"gmtModify":1703507525958,"author":{"id":"4088398151159800","authorId":"4088398151159800","name":"Xin12","avatar":"https://static.tigerbbs.com/012b2f4a18cf0b63e837acdf27515c7a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088398151159800","authorIdStr":"4088398151159800"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BITF\">$Bitfarms Ltd.(BITF)$</a>還能上嗎?","listText":"<a href=\"https://laohu8.com/S/BITF\">$Bitfarms Ltd.(BITF)$</a>還能上嗎?","text":"$Bitfarms Ltd.(BITF)$還能上嗎?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/898790911","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001359199,"gmtCreate":1641174732157,"gmtModify":1676533579165,"author":{"id":"3583397019104555","authorId":"3583397019104555","name":"张邪君","avatar":"https://community-static.tradeup.com/news/6882251e22bdd56ad1ddd55ee807b654","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583397019104555","authorIdStr":"3583397019104555"},"themes":[],"htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001359199","repostId":"692188716","repostType":1,"repost":{"id":692188716,"gmtCreate":1640875285799,"gmtModify":1676532501606,"author":{"id":"3500107001026342","authorId":"3500107001026342","name":"ddhjnh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500107001026342","authorIdStr":"3500107001026342"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AA\">$美國鋁業(AA)$</a>。。","listText":"<a href=\"https://laohu8.com/S/AA\">$美國鋁業(AA)$</a>。。","text":"$美國鋁業(AA)$。。","images":[{"img":"https://static.tigerbbs.com/cd9126d8e3c2635e332538e8b2adfb00","width":"720","height":"1544"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/692188716","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}