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李坤臻
2021-07-30
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These Ultra-Popular Stocks May Fall 50% to 97%, According to Wall Street
李坤臻
2021-07-30
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AMD股价续创历史新高，绩后两日涨幅累计超13%
李坤臻
2021-06-17
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昨夜今晨：释放什么信号？美联储突然提高两大利率
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19:32","market":"us","language":"en","title":"These Ultra-Popular Stocks May Fall 50% to 97%, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2155909002","media":"Motley Fool","summary":"Analysts' lowest price targets for these widely held stocks implies some serious downside.","content":"<p>For more than a year, the stock market has been virtually unstoppable. Following the coronavirus crash, we've been privy to the strongest bounce-back rally from a bear market bottom in history. But just because Wall Street remains optimistic on the market as a whole, it doesn't mean that every stock will participate in the rally.</p>\n<p>For each of the following three ultra-popular stocks, the lowest price target from an analyst on Wall Street implies downside ranging from 50% to as much as 97%! The question is, are these bearish projections achievable or far too negative? Let's take a closer look.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dec27061af0ee8f4d3a52b5cac0b883b\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Moderna: Implied decline of 76%</h2>\n<p>First up is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the absolute hottest stocks since the end of 2019, biotech stock <b>Moderna</b> (NASDAQ:MRNA). Taking into account Moderna's insane run over the past two weeks, shares are up almost 1,700% since the end of 2019. Yet according to the lowest price target on Wall Street of $83, Moderna has the potential to shed 76% of its value.</p>\n<p>As you may be well aware, Moderna's popularity stems from its work in developing a coronavirus disease 2019 (COVID-19) vaccine. This two-dose treatment, known as mRNA-1273, produced a vaccine effectiveness of just over 94% in late-stage clinical trials, which was the catalyst that allowed the U.S. Food and Drug Administration to grant it emergency-use authorization (EUA).</p>\n<p>With Moderna aiming to have between 800 million and 1 billion doses produced this year, the company believes it'll top $19 billion in annual sales. For some context, this'll make mRNA-1273 the third best-selling drug in the world, behind only <b>AbbVie</b>'s anti-inflammatory Humira and the <b>Pfizer</b>/<b>BioNTech</b> COVID-19 vaccine, BNT162b2. Moderna will also be wildly profitable in 2021, with Wall Street's consensus estimate calling for $24.57 in earnings per share, or nearly $9.9 billion.</p>\n<p>However, Moderna isn't alone on the vaccine front. It's contending with Pfizer/BioNTech, the one-shot <b>Johnson & Johnson</b> vaccine, which has EUA in the U.S. and Europe, <b>AstraZeneca</b>'s two-dose vaccine, and the strong likelihood that <b>Novavax</b> will be granted EUA for its COVID-19 vaccine, which produced roughly 90% vaccine efficacy in two large-scale studies. It's quite possible Moderna's market peaks in 2021 and tapers afterwards.</p>\n<p>Valuation is a concern, too. While Moderna isn't pricey from a price-to-earnings perspective, most biotech stocks run into a brick wall when they hit six or seven times peak annual sales. Moderna is a bit above that level, as of this past weekend. While I'm not inclined to believe that $83 is a realistic price target in the near term, I do believe it's time to book profits on Moderna considering the uncertain competitive landscape and its lack of approved therapies beyond mRNA-1273.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16ca48e46c5ed915bdfaeb115d44e553\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Shopify: Implied decline of 50%</h2>\n<p>Your eyes are not deceiving you -- that really says <b>Shopify</b> (NYSE:SHOP). Although the cloud-based e-commerce platform is a favorite among growth stock investors, one Wall Street analyst isn't a fan. The low-water analyst target of $825 would represent an implied decline in Shopify's stock of 50%.</p>\n<p>The most logical reason for Wall Street analysts to be skeptical of Shopify's upside would be its valuation. I know, \"growth stocks always trade at premiums!\" However, Shopify's premium is pushing some boundaries.</p>\n<p>Sporting a $205 billion market cap, the company is now valued at 46 times estimated sales for 2021 and 35 times projected sales for 2022. For some context here, Shopify ended 2015 through 2018 at 11 to 16 times sales and has averaged a revenue multiple of 28 over the past five years.</p>\n<p>To boot, even though Shopify is profitable on a recurring basis, it has a forward price-to-earnings ratio of almost 330. Again, there's some leeway given to hypergrowth stocks on the valuation front, but Shopify is certainly pushing those traditional boundaries.</p>\n<p>On the other hand, Shopify has proved it's an absolute e-commerce beast. We were already witnessing businesses transitioning online and into the cloud long before the pandemic. However, COVID-19 pushed this trend into overdrive.</p>\n<p>During the first quarter, 137% growth in merchant-solutions revenue ultimately pushed the gross merchandise volume (GMV) traversing its platform up 114% from the prior-year period. While triple-digit GMV growth likely isn't sustainable, Shopify seems a good bet to increase its share of e-commerce activity in the U.S.</p>\n<p>Shopify has landed some pretty big names as clients, too. Both <b>Walmart</b> and <b>Pinterest</b> are on board, and the company saw partner referrals up 73% at the end of March, compared to the prior-year period.</p>\n<p>While I can support the idea that Shopify's upside may be limited in the near term, I don't believe Wall Street's most-pessimistic price target of $825 is in the cards.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c6cb4d9fcdf85f542f333fc71a2dd58\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>AMC Entertainment: Implied decline of 97%</h2>\n<p>On the other end of the spectrum is the popular meme stock, movie-theater chain <b>AMC Entertainment</b> (NYSE:AMC). Every single Wall Street analyst covering the company sees significant downside in shares of AMC, from the most optimistic analyst at B. Riley, whose price target of $16 implies 57% downside, to the most pessimistic at MKM Partners, which has a $1 price target on the company, implying a decline of up to 97%.</p>\n<p>Unlike Shopify, which looks to have a bright future, AMC's most bearish price target may eventually become a reality. That's because none of the data surrounding AMC adds up.</p>\n<p>Following multiple rounds of capital raises, AMC likely had in the neighborhood of $2.2 billion in cash during the second quarter. Keep in mind that, with the company losing a lot of money at the moment, this $2.2 billion will continue to dwindle throughout 2021.</p>\n<p>The bigger issue, though, is the $5.4 billion in debt that'll need to be repaid in the coming years. Since AMC has effectively maxed out its share issuances, and its army of retail investors keeps denying CEO Adam Aron the opportunity to raise additional capital, all future debt repayments will need to be in cash. With interest expenses doubling and the company $473 million in arrears on its rent, there's pretty much no way AMC meets its debt obligations based on its current trajectory. The company's plummeting 2026 and 2027 bond prices indicate bankruptcy is a very real possibility.</p>\n<p>The allegations of institutional/hedge fund wrongdoing from AMC's impassioned retail investors also doesn't add up. Despite these folks implying that nefarious activity is present via failure to deliver, dark pools, and short-selling, none of it has ever been substantiated. It's been my contention for weeks that social-media-driven misinformation from its retail investors has been the driving force behind this stock.</p>\n<p>Although it's not going to go down in a straight line, AMC is very likely going to be walked back to the mid-single digits within the next six months to two years. There's also zero guarantee that it'll survive the next five years. That makes it a stock worth avoiding at all costs.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These Ultra-Popular Stocks May Fall 50% to 97%, According to Wall Street</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\">\nThese Ultra-Popular Stocks May Fall 50% to 97%, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 19:32 GMT+8 <a href=https://www.fool.com/investing/2021/07/29/ultra-popular-stocks-may-fall-50-to-97-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For more than a year, the stock market has been virtually unstoppable. Following the coronavirus crash, we've been privy to the strongest bounce-back rally from a bear market bottom in history. But ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/29/ultra-popular-stocks-may-fall-50-to-97-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc.","AMC":"AMC院线","SHOP":"Shopify Inc"},"source_url":"https://www.fool.com/investing/2021/07/29/ultra-popular-stocks-may-fall-50-to-97-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155909002","content_text":"For more than a year, the stock market has been virtually unstoppable. Following the coronavirus crash, we've been privy to the strongest bounce-back rally from a bear market bottom in history. But just because Wall Street remains optimistic on the market as a whole, it doesn't mean that every stock will participate in the rally.\nFor each of the following three ultra-popular stocks, the lowest price target from an analyst on Wall Street implies downside ranging from 50% to as much as 97%! The question is, are these bearish projections achievable or far too negative? Let's take a closer look.\nImage source: Getty Images.\nModerna: Implied decline of 76%\nFirst up is one of the absolute hottest stocks since the end of 2019, biotech stock Moderna (NASDAQ:MRNA). Taking into account Moderna's insane run over the past two weeks, shares are up almost 1,700% since the end of 2019. Yet according to the lowest price target on Wall Street of $83, Moderna has the potential to shed 76% of its value.\nAs you may be well aware, Moderna's popularity stems from its work in developing a coronavirus disease 2019 (COVID-19) vaccine. This two-dose treatment, known as mRNA-1273, produced a vaccine effectiveness of just over 94% in late-stage clinical trials, which was the catalyst that allowed the U.S. Food and Drug Administration to grant it emergency-use authorization (EUA).\nWith Moderna aiming to have between 800 million and 1 billion doses produced this year, the company believes it'll top $19 billion in annual sales. For some context, this'll make mRNA-1273 the third best-selling drug in the world, behind only AbbVie's anti-inflammatory Humira and the Pfizer/BioNTech COVID-19 vaccine, BNT162b2. Moderna will also be wildly profitable in 2021, with Wall Street's consensus estimate calling for $24.57 in earnings per share, or nearly $9.9 billion.\nHowever, Moderna isn't alone on the vaccine front. It's contending with Pfizer/BioNTech, the one-shot Johnson & Johnson vaccine, which has EUA in the U.S. and Europe, AstraZeneca's two-dose vaccine, and the strong likelihood that Novavax will be granted EUA for its COVID-19 vaccine, which produced roughly 90% vaccine efficacy in two large-scale studies. It's quite possible Moderna's market peaks in 2021 and tapers afterwards.\nValuation is a concern, too. While Moderna isn't pricey from a price-to-earnings perspective, most biotech stocks run into a brick wall when they hit six or seven times peak annual sales. Moderna is a bit above that level, as of this past weekend. While I'm not inclined to believe that $83 is a realistic price target in the near term, I do believe it's time to book profits on Moderna considering the uncertain competitive landscape and its lack of approved therapies beyond mRNA-1273.\nImage source: Getty Images.\nShopify: Implied decline of 50%\nYour eyes are not deceiving you -- that really says Shopify (NYSE:SHOP). Although the cloud-based e-commerce platform is a favorite among growth stock investors, one Wall Street analyst isn't a fan. The low-water analyst target of $825 would represent an implied decline in Shopify's stock of 50%.\nThe most logical reason for Wall Street analysts to be skeptical of Shopify's upside would be its valuation. I know, \"growth stocks always trade at premiums!\" However, Shopify's premium is pushing some boundaries.\nSporting a $205 billion market cap, the company is now valued at 46 times estimated sales for 2021 and 35 times projected sales for 2022. For some context here, Shopify ended 2015 through 2018 at 11 to 16 times sales and has averaged a revenue multiple of 28 over the past five years.\nTo boot, even though Shopify is profitable on a recurring basis, it has a forward price-to-earnings ratio of almost 330. Again, there's some leeway given to hypergrowth stocks on the valuation front, but Shopify is certainly pushing those traditional boundaries.\nOn the other hand, Shopify has proved it's an absolute e-commerce beast. We were already witnessing businesses transitioning online and into the cloud long before the pandemic. However, COVID-19 pushed this trend into overdrive.\nDuring the first quarter, 137% growth in merchant-solutions revenue ultimately pushed the gross merchandise volume (GMV) traversing its platform up 114% from the prior-year period. While triple-digit GMV growth likely isn't sustainable, Shopify seems a good bet to increase its share of e-commerce activity in the U.S.\nShopify has landed some pretty big names as clients, too. Both Walmart and Pinterest are on board, and the company saw partner referrals up 73% at the end of March, compared to the prior-year period.\nWhile I can support the idea that Shopify's upside may be limited in the near term, I don't believe Wall Street's most-pessimistic price target of $825 is in the cards.\nImage source: Getty Images.\nAMC Entertainment: Implied decline of 97%\nOn the other end of the spectrum is the popular meme stock, movie-theater chain AMC Entertainment (NYSE:AMC). Every single Wall Street analyst covering the company sees significant downside in shares of AMC, from the most optimistic analyst at B. Riley, whose price target of $16 implies 57% downside, to the most pessimistic at MKM Partners, which has a $1 price target on the company, implying a decline of up to 97%.\nUnlike Shopify, which looks to have a bright future, AMC's most bearish price target may eventually become a reality. That's because none of the data surrounding AMC adds up.\nFollowing multiple rounds of capital raises, AMC likely had in the neighborhood of $2.2 billion in cash during the second quarter. Keep in mind that, with the company losing a lot of money at the moment, this $2.2 billion will continue to dwindle throughout 2021.\nThe bigger issue, though, is the $5.4 billion in debt that'll need to be repaid in the coming years. Since AMC has effectively maxed out its share issuances, and its army of retail investors keeps denying CEO Adam Aron the opportunity to raise additional capital, all future debt repayments will need to be in cash. With interest expenses doubling and the company $473 million in arrears on its rent, there's pretty much no way AMC meets its debt obligations based on its current trajectory. The company's plummeting 2026 and 2027 bond prices indicate bankruptcy is a very real possibility.\nThe allegations of institutional/hedge fund wrongdoing from AMC's impassioned retail investors also doesn't add up. Despite these folks implying that nefarious activity is present via failure to deliver, dark pools, and short-selling, none of it has ever been substantiated. It's been my contention for weeks that social-media-driven misinformation from its retail investors has been the driving force behind this stock.\nAlthough it's not going to go down in a straight line, AMC is very likely going to be walked back to the mid-single digits within the next six months to two years. There's also zero guarantee that it'll survive the next five years. That makes it a stock worth avoiding at all costs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808245321,"gmtCreate":1627598701063,"gmtModify":1703492946890,"author":{"id":"3584959433432402","authorId":"3584959433432402","name":"李坤臻","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584959433432402","idStr":"3584959433432402"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808245321","repostId":"1120419201","repostType":4,"repost":{"id":"1120419201","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":1627571750,"share":"https://ttm.financial/m/news/1120419201?lang=&edition=fundamental","pubTime":"2021-07-29 23:15","market":"other","language":"zh","title":"AMD股价续创历史新高，绩后两日涨幅累计超13%","url":"https://stock-news.laohu8.com/highlight/detail?id=1120419201","media":"老虎资讯综合","summary":"7月29日，AMD涨超5%，报103美元，股价续创历史新高，绩后两日涨幅累计超13%，第二季度营收38.5亿美元，净利润7亿美元，同比大涨352%。\n\n有分析师认为AMD处在50多年来最有利的发展阶段","content":"<p>7月29日，<a href=\"https://laohu8.com/S/AMD\">AMD</a>涨超5%，报103美元，股价续创历史新高，绩后两日涨幅累计超13%，第二季度营收38.5亿美元，净利润7亿美元，同比大涨352%。</p>\n<p><img src=\"https://static.tigerbbs.com/c3de6e465956397583ab4c5c2612bfa3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>有分析师认为AMD处在50多年来最有利的发展阶段，特别是AMD公布超预期Q2财报后。尽管该公司与芯片行业领头羊<a href=\"https://laohu8.com/S/INTC\">英特尔</a>在具体营业额的数字上有巨大的差异，但从成长性的角度看，AMD极有可能取代英特尔在行业中引领者的地位。</p>\n<p><b>AMD VS 英特尔，谁能实现高增长?</b></p>\n<p>美东时间7月27日美股盘后，美国超微公司(AMD.US)公布了超预期的第二季度财报。财报显示，AMD在Q2营收同比翻番，净利润更是同比猛增了352%。此外，AMD预计Q3营收将同比增长近50%，并将2021年营收展望从同比增长50%上调至60%。截至昨日收盘，AMD股价上涨7.58%。</p>\n<p>相比之下，作为芯片行业领头羊的英特尔(INTC.US)Q2业绩显得黯淡无光，虽其Q2营收和调整后每股收益以及第三季度业绩展望均超出华尔街分析师此前预期，但从市场反应来看，该成绩并不理想，公布业绩后其盘后股价仍旧下跌逾2%。</p>\n<p>从历史数据来看，这两家公司在去年疫情期间(Q1-Q2)都经历了类似的放缓，但这两家公司后来的发展却截然不同。</p>\n<p>2020年Q3，AMD营收实现同比增长55.52%，而英特尔同比下降4.47%。从那以后，AMD业绩一路高歌，而英特尔却一直非常平淡，不是增长持平就是出现负增长。</p>\n<p>由此可见，AMD正在向市场证明自己能够实现高增长，而英特尔仅在证明自己能够实现稳定增长。</p>\n<p><b>市场只为企业的高增长买单</b></p>\n<p>市场对这两家公司的定价方式是不同的。关键的区别在于，市场会愿意为高增长的企业投入更多资金，而为增长停滞的企业投入更少。</p>\n<p>AMD和英特尔的股价也反映了这一点：</p>\n<p>公司市盈率与市场预期保持同步:</p>\n<p>AMD当前估值为38倍市盈率，但如果将股价图表和市盈率图表放在一起会发现，AMD市盈率呈下降趋势，而股价则呈上升趋势。另一方面，由于英特尔估值一直处于横向水平，而营收持续低迷，导致股票回报率不断下降，最终英特尔股价也将继续下滑。</p>\n<p><b>AMD正蚕食英特尔市场份额?</b></p>\n<p>值得一提的，AMD在2020年全年总营业额为97.6亿美元，同比增长45%，得益于计算和图形事业部及企业、嵌入式和半定制事业部营业额增长，其中包括AMD的产品在全球500强超级计算机中的应用同比增长了5倍;谷歌云率先采用第三代AMDEPYC 处理器，性能提升了56%等。与AMD不同的是，英特尔新CEO上任之后，则大肆宣布加码芯片代工业务，如今年3月，英特尔宣布将斥资200亿美元在美国建设两座芯片工厂。</p>\n<p>AMD的复兴建立在技术实力迭代上，不同于竞争对手英特尔执迷于自己生产芯片，AMD则外包给<a href=\"https://laohu8.com/S/TSM\">台积电</a>。将全部精力聚焦于技术而非生产，AMD的产品开始蚕食英特尔的市场份额。</p>\n<p>根据PassMark的数据，二季度AMD在所有CPU中的市场份额占比达到44.1%，英特尔则由巅峰时的82.5%下降至55.8%。</p>\n<p><b>“领头羊”头衔花落谁家？</b></p>\n<p>无论AMD是否能占据芯片行业领头羊的位置，或许这个位置也不再属于英特尔，原因是其发展已经无法再为行业动向提供晴雨表功能。众所周知，半导体行业当前并没有萎缩，相反它正在日益增长。数据显示，半导体行业从2020年到2021年预计将增长17%，2021年到2022年将增长6%以上。</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>AMD股价续创历史新高，绩后两日涨幅累计超13%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD股价续创历史新高，绩后两日涨幅累计超13%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-29 23:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月29日，<a href=\"https://laohu8.com/S/AMD\">AMD</a>涨超5%，报103美元，股价续创历史新高，绩后两日涨幅累计超13%，第二季度营收38.5亿美元，净利润7亿美元，同比大涨352%。</p>\n<p><img src=\"https://static.tigerbbs.com/c3de6e465956397583ab4c5c2612bfa3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>有分析师认为AMD处在50多年来最有利的发展阶段，特别是AMD公布超预期Q2财报后。尽管该公司与芯片行业领头羊<a href=\"https://laohu8.com/S/INTC\">英特尔</a>在具体营业额的数字上有巨大的差异，但从成长性的角度看，AMD极有可能取代英特尔在行业中引领者的地位。</p>\n<p><b>AMD VS 英特尔，谁能实现高增长?</b></p>\n<p>美东时间7月27日美股盘后，美国超微公司(AMD.US)公布了超预期的第二季度财报。财报显示，AMD在Q2营收同比翻番，净利润更是同比猛增了352%。此外，AMD预计Q3营收将同比增长近50%，并将2021年营收展望从同比增长50%上调至60%。截至昨日收盘，AMD股价上涨7.58%。</p>\n<p>相比之下，作为芯片行业领头羊的英特尔(INTC.US)Q2业绩显得黯淡无光，虽其Q2营收和调整后每股收益以及第三季度业绩展望均超出华尔街分析师此前预期，但从市场反应来看，该成绩并不理想，公布业绩后其盘后股价仍旧下跌逾2%。</p>\n<p>从历史数据来看，这两家公司在去年疫情期间(Q1-Q2)都经历了类似的放缓，但这两家公司后来的发展却截然不同。</p>\n<p>2020年Q3，AMD营收实现同比增长55.52%，而英特尔同比下降4.47%。从那以后，AMD业绩一路高歌，而英特尔却一直非常平淡，不是增长持平就是出现负增长。</p>\n<p>由此可见，AMD正在向市场证明自己能够实现高增长，而英特尔仅在证明自己能够实现稳定增长。</p>\n<p><b>市场只为企业的高增长买单</b></p>\n<p>市场对这两家公司的定价方式是不同的。关键的区别在于，市场会愿意为高增长的企业投入更多资金，而为增长停滞的企业投入更少。</p>\n<p>AMD和英特尔的股价也反映了这一点：</p>\n<p>公司市盈率与市场预期保持同步:</p>\n<p>AMD当前估值为38倍市盈率，但如果将股价图表和市盈率图表放在一起会发现，AMD市盈率呈下降趋势，而股价则呈上升趋势。另一方面，由于英特尔估值一直处于横向水平，而营收持续低迷，导致股票回报率不断下降，最终英特尔股价也将继续下滑。</p>\n<p><b>AMD正蚕食英特尔市场份额?</b></p>\n<p>值得一提的，AMD在2020年全年总营业额为97.6亿美元，同比增长45%，得益于计算和图形事业部及企业、嵌入式和半定制事业部营业额增长，其中包括AMD的产品在全球500强超级计算机中的应用同比增长了5倍;谷歌云率先采用第三代AMDEPYC 处理器，性能提升了56%等。与AMD不同的是，英特尔新CEO上任之后，则大肆宣布加码芯片代工业务，如今年3月，英特尔宣布将斥资200亿美元在美国建设两座芯片工厂。</p>\n<p>AMD的复兴建立在技术实力迭代上，不同于竞争对手英特尔执迷于自己生产芯片，AMD则外包给<a href=\"https://laohu8.com/S/TSM\">台积电</a>。将全部精力聚焦于技术而非生产，AMD的产品开始蚕食英特尔的市场份额。</p>\n<p>根据PassMark的数据，二季度AMD在所有CPU中的市场份额占比达到44.1%，英特尔则由巅峰时的82.5%下降至55.8%。</p>\n<p><b>“领头羊”头衔花落谁家？</b></p>\n<p>无论AMD是否能占据芯片行业领头羊的位置，或许这个位置也不再属于英特尔，原因是其发展已经无法再为行业动向提供晴雨表功能。众所周知，半导体行业当前并没有萎缩，相反它正在日益增长。数据显示，半导体行业从2020年到2021年预计将增长17%，2021年到2022年将增长6%以上。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a593d85be38c3aa543ab3056553101ff","relate_stocks":{"AMD":"美国超微公司"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120419201","content_text":"7月29日，AMD涨超5%，报103美元，股价续创历史新高，绩后两日涨幅累计超13%，第二季度营收38.5亿美元，净利润7亿美元，同比大涨352%。\n\n有分析师认为AMD处在50多年来最有利的发展阶段，特别是AMD公布超预期Q2财报后。尽管该公司与芯片行业领头羊英特尔在具体营业额的数字上有巨大的差异，但从成长性的角度看，AMD极有可能取代英特尔在行业中引领者的地位。\nAMD VS 英特尔，谁能实现高增长?\n美东时间7月27日美股盘后，美国超微公司(AMD.US)公布了超预期的第二季度财报。财报显示，AMD在Q2营收同比翻番，净利润更是同比猛增了352%。此外，AMD预计Q3营收将同比增长近50%，并将2021年营收展望从同比增长50%上调至60%。截至昨日收盘，AMD股价上涨7.58%。\n相比之下，作为芯片行业领头羊的英特尔(INTC.US)Q2业绩显得黯淡无光，虽其Q2营收和调整后每股收益以及第三季度业绩展望均超出华尔街分析师此前预期，但从市场反应来看，该成绩并不理想，公布业绩后其盘后股价仍旧下跌逾2%。\n从历史数据来看，这两家公司在去年疫情期间(Q1-Q2)都经历了类似的放缓，但这两家公司后来的发展却截然不同。\n2020年Q3，AMD营收实现同比增长55.52%，而英特尔同比下降4.47%。从那以后，AMD业绩一路高歌，而英特尔却一直非常平淡，不是增长持平就是出现负增长。\n由此可见，AMD正在向市场证明自己能够实现高增长，而英特尔仅在证明自己能够实现稳定增长。\n市场只为企业的高增长买单\n市场对这两家公司的定价方式是不同的。关键的区别在于，市场会愿意为高增长的企业投入更多资金，而为增长停滞的企业投入更少。\nAMD和英特尔的股价也反映了这一点：\n公司市盈率与市场预期保持同步:\nAMD当前估值为38倍市盈率，但如果将股价图表和市盈率图表放在一起会发现，AMD市盈率呈下降趋势，而股价则呈上升趋势。另一方面，由于英特尔估值一直处于横向水平，而营收持续低迷，导致股票回报率不断下降，最终英特尔股价也将继续下滑。\nAMD正蚕食英特尔市场份额?\n值得一提的，AMD在2020年全年总营业额为97.6亿美元，同比增长45%，得益于计算和图形事业部及企业、嵌入式和半定制事业部营业额增长，其中包括AMD的产品在全球500强超级计算机中的应用同比增长了5倍;谷歌云率先采用第三代AMDEPYC 处理器，性能提升了56%等。与AMD不同的是，英特尔新CEO上任之后，则大肆宣布加码芯片代工业务，如今年3月，英特尔宣布将斥资200亿美元在美国建设两座芯片工厂。\nAMD的复兴建立在技术实力迭代上，不同于竞争对手英特尔执迷于自己生产芯片，AMD则外包给台积电。将全部精力聚焦于技术而非生产，AMD的产品开始蚕食英特尔的市场份额。\n根据PassMark的数据，二季度AMD在所有CPU中的市场份额占比达到44.1%，英特尔则由巅峰时的82.5%下降至55.8%。\n“领头羊”头衔花落谁家？\n无论AMD是否能占据芯片行业领头羊的位置，或许这个位置也不再属于英特尔，原因是其发展已经无法再为行业动向提供晴雨表功能。众所周知，半导体行业当前并没有萎缩，相反它正在日益增长。数据显示，半导体行业从2020年到2021年预计将增长17%，2021年到2022年将增长6%以上。","news_type":1},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161997785,"gmtCreate":1623899539747,"gmtModify":1703822996978,"author":{"id":"3584959433432402","authorId":"3584959433432402","name":"李坤臻","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584959433432402","idStr":"3584959433432402"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161997785","repostId":"1102332753","repostType":2,"repost":{"id":"1102332753","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":1623887241,"share":"https://ttm.financial/m/news/1102332753?lang=&edition=fundamental","pubTime":"2021-06-17 07:47","market":"hk","language":"zh","title":"昨夜今晨：释放什么信号？美联储突然提高两大利率","url":"https://stock-news.laohu8.com/highlight/detail?id=1102332753","media":"老虎资讯综合","summary":"摘要：美股全线收跌，道指跌0.77%；纳指跌0.24%；标普500指数跌0.54%；热门中概股周三收盘多数走低，教育股普跌；美油收盘续创两年多新高；黄金现货暴跌1.6％；美联储转鹰，预测2023年底前","content":"<blockquote>\n 摘要：美股全线收跌，道指跌0.77%；纳指跌0.24%；标普500指数跌0.54%；热门中概股周三收盘多数走低，教育股普跌；美油收盘续创两年多新高；黄金现货暴跌1.6％；美联储转鹰，预测2023年底前加息两次；俄美日内瓦峰会结束，普京称“谈得不错” 。\n</blockquote>\n<p>海外市场</p>\n<p>1、美股全线收跌道指跌超260点！美联储转鹰发出加息讯号</p>\n<p>美股三大指数周三全线收跌，道指跌超300点，美国联邦公开市场委员会(FOMC)在6月会议上决定将其基准利率维持不变，但上调通胀预期，点阵图显示美联储在2023年底前将加息两次。鲍威尔在随后的新闻发布会上承认通胀暂时高企，但又表示减码QE无具体时间，并不考虑遥远的加息问题。截至收盘，道指跌0.77%；纳指跌0.24%；标普500指数跌0.54%。</p>\n<p>知名科技股中<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨0.39%；<a href=\"https://laohu8.com/S/FB\">Facebook</a>跌1.68%；<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨0.95%；<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌0.38%；<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>跌0.27%；奈飞涨0.1%；<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨0.92%。</p>\n<p>2、热门中概股周三收盘多数走低 教育股普跌</p>\n<p>热门中概股周三收盘多数走低，教育股普跌，<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌近17%。</p>\n<p>知名中概股方面，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨0.75%，<a href=\"https://laohu8.com/S/JD\">京东</a>涨0.92%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌0.91%，B站涨0.31%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌0.35%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌0.29%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨0.67%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨2.14%。</p>\n<p>3、欧股收盘涨跌不一 欧洲斯托克50指数涨0.22%</p>\n<p>德国DAX指数跌0.14%，法国CAC40指数涨0.2%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.18%，欧洲斯托克50指数涨0.22%。</p>\n<p>4、美油收盘续创两年多新高！美联储暗示提前加息后电子盘转跌</p>\n<p>因上周美国国内的原油库存减少逾700万桶，连续第四个星期下降。最终，美国WIT期货价格上涨0.04%，报收于每桶72.15美元；国际布伦特油价上涨0.5%，报收于每桶74.39美元，因上周美国原油库存减少740万桶，降幅超出预期。</p>\n<p>5、美联储预测到2023年底将加息两次，黄金现货应声暴跌1.6％</p>\n<p>黄金期货价格上涨0.3%，报收于每盎司1861.40美元，终结三连跌走势。在美联储公布货币政策决定后，金价在电子盘交易中转为下跌。</p>\n<p>6、美国国债大跌、曲线趋平 因美联储点阵图显示到2023年底两次加息</p>\n<p>美国国债跌至盘中低点、10年期国债收益率升至1.50%以上，因美联储最新的经济预测显示到2023年底会加息两次。短期超额准备金利率升高5个基点至0.15%。</p>\n<p>国际宏观</p>\n<p>1、<a href=\"https://laohu8.com/NW/1108817124\" target=\"_blank\">一文读懂6月议息会议：美联储转鹰，预测2023年底前加息两次</a></p>\n<p>美联储在美国东部时间周三下午2点(北京时间周四凌晨2点)公布了6月份货币政策声明。这份声明显示，美国联邦公开市场委员会(FOMC)在此次会议上决定将其基准利率维持在0%到0.25%的目标区间不变，符合市场广泛预期。但点阵图预测美联储2023年底前将至少加息两次。</p>\n<p>2、美联储将超额准备金利率和逆回购协议利率分别上调5个基点</p>\n<p>美联储周三维持联邦基金利率目标区间不变，但调整了其用来帮助控制基准利率的一些政策工具的利率。</p>\n<p>3、美国财长耶伦：今年美国的通胀率将超出拜登政府预期</p>\n<p>本周三，美国财政部长珍妮特-耶伦指出，在即将发布的年中经济预期报告中，白宫将上调其对今年美国通货膨胀率的预期。当前，消费者价格的不断飙升，让越来越的多人担忧不已。</p>\n<p>4、美联储这次的鹰派点阵图可能很难“打圆场”</p>\n<p>美联储主席杰罗姆·鲍威尔有个习惯，就是新闻发布会上的措辞比联邦公开市场委员会会议公告还要鸽派一些。这让看涨债券的人有机会逢低吸纳。这次的点阵图很难“打圆场”，但鲍威尔还是努力试了试：告诉我们在解读的时候不要全盘接受。</p>\n<p>5、美联储主席鲍威尔：通胀明显上升，但目前并没有缩减QE的具体时间</p>\n<p>美联储6月份货币政声明显示，美国联邦公开市场委员会（FOMC）在此次会议上决定将其基准利率维持在0%到0.25%的目标区间不变，每月债券购买规模也保持在1200亿美元，符合市场广泛预期。</p>\n<p>6、两党基建计划谈判继续“难产” 1万亿美元无增税提议难讨议员欢心</p>\n<p>近日，美国10位民主党和共和党参议员共同提出的基础设施提案在万众瞩目中亮相。从目前来看，这项规模为1万亿美元的提案若想在美国国会获得通过，需要克服重重困难。</p>\n<p>7、<a href=\"https://laohu8.com/S/DB\">德意志银行</a>放弃做多欧元/美元交易 因美联储转向鹰派</p>\n<p><a href=\"https://laohu8.com/S/0H7D.UK\">德意志银行</a>周三结束做多欧元兑美元的交易建议，因美联储决策者提前加息预期，推动欧元创下去年12月以来最大跌幅。</p>\n<p>8、纽约汇市：美联储转向鹰派 美元创出5个月最大涨幅</p>\n<p>周三美元指数创出1月以来最大涨幅，之前美联储决策者暗示他们预计到2023年底前将加息两次，一些美联储官员甚至预计最早在明年加息。欧元创出今年最大跌幅。</p>\n<p>9、IMF总裁：疫苗是今年“最重要”经济政策，重要性凌驾于所有其他政策</p>\n<p>国际货币基金组织（IMF）总裁克里斯塔琳娜-格奥尔基耶娃周三媒体组织的一场峰会上表示，随着世界试图从新型冠状病毒危机中恢复过来，疫苗政策今年将凌驾于所有其他经济政策之上。</p>\n<p>10、世界银行首席经济学家：通胀不仅仅是暂时的，我们面临大幅收紧政策的风险</p>\n<p>世界银行集团副总裁兼首席经济学家Carmen Reinhart接受彭博专访称“令人担忧的是，通胀不仅仅是暂时的现象 ”。</p>\n<p>11、<a href=\"https://laohu8.com/NW/2144790163\" target=\"_blank\">俄美日内瓦峰会结束，普京称“谈得不错”</a></p>\n<p>当地时间6月16日下午，俄美日内瓦峰会结束。会后，俄罗斯总统普京表示，他与拜登“谈得不错”。普京指出，他与拜登讨论了战略稳定性、贸易关系、地区安全和网络安全等问题。</p>\n<p>12、美国原油库存创4月以来最大降幅</p>\n<p><a href=\"https://laohu8.com/S/USEG\">美国能源</a>信息署（EIA）数据显示，美国原油库存连续第四周录得下降，且创4月以来最大降幅；另外上周国内原油产量为2020年5月29日当周以来最高。数据公布后WTI原油期货出现反弹。</p>\n<p>公司新闻</p>\n<p>1、<a href=\"https://laohu8.com/NW/2144037718\" target=\"_blank\">苹果CEO库克：欧盟拟议新规或令iPhone安全性受到威胁</a></p>\n<p>据报道，苹果公司CEO蒂姆·库克周三将矛头对准了欧盟方面提出的旨在限制美国科技巨头权力的规定，称这些规定可能会给iPhone带来安全和隐私风险。</p>\n<p>2、通用：芯片短缺继续 通胀上升将导致下半年成本支出猛增30亿美元</p>\n<p>周三下午，<a href=\"https://laohu8.com/S/GM\">通用汽车</a>公司首席财务官保罗-雅各布森表示，该公司预计半导体芯片短缺将继续，同时不断上升的通货膨胀率将导致该公司今年下半年的支出至多猛增30亿美元。</p>\n<p>3、高盛在摩根大通全球投资银行排名中摘得榜首</p>\n<p>摩根大通称，高盛是全球投资银行界的翘楚。目前该行业处于有史以来最好状态，有望实现每年至少5%的长期收入增长。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2144718740\" target=\"_blank\">看空中概教育股！大摩下调新东方、好未来和一起教育的评级和目标价</a></p>\n<p>好未来和新东方周三股价均大幅下跌，原因是<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>发布研报，下调了这两只股票以及整个中国课后辅导板块的评级。</p>\n<p>5、<a href=\"https://laohu8.com/NW/2143809794\" target=\"_blank\">谷歌母公司Alphabet自动驾驶部门Waymo再融资25亿美元</a></p>\n<p>据报道，谷歌母公司Alphabet旗下自动驾驶公司Waymo今日宣布，在第二轮外部融资中获得了25亿美元的投资。</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>昨夜今晨：释放什么信号？美联储突然提高两大利率</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昨夜今晨：释放什么信号？美联储突然提高两大利率\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-17 07:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要：美股全线收跌，道指跌0.77%；纳指跌0.24%；标普500指数跌0.54%；热门中概股周三收盘多数走低，教育股普跌；美油收盘续创两年多新高；黄金现货暴跌1.6％；美联储转鹰，预测2023年底前加息两次；俄美日内瓦峰会结束，普京称“谈得不错” 。\n</blockquote>\n<p>海外市场</p>\n<p>1、美股全线收跌道指跌超260点！美联储转鹰发出加息讯号</p>\n<p>美股三大指数周三全线收跌，道指跌超300点，美国联邦公开市场委员会(FOMC)在6月会议上决定将其基准利率维持不变，但上调通胀预期，点阵图显示美联储在2023年底前将加息两次。鲍威尔在随后的新闻发布会上承认通胀暂时高企，但又表示减码QE无具体时间，并不考虑遥远的加息问题。截至收盘，道指跌0.77%；纳指跌0.24%；标普500指数跌0.54%。</p>\n<p>知名科技股中<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨0.39%；<a href=\"https://laohu8.com/S/FB\">Facebook</a>跌1.68%；<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨0.95%；<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌0.38%；<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>跌0.27%；奈飞涨0.1%；<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨0.92%。</p>\n<p>2、热门中概股周三收盘多数走低 教育股普跌</p>\n<p>热门中概股周三收盘多数走低，教育股普跌，<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌近17%。</p>\n<p>知名中概股方面，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨0.75%，<a href=\"https://laohu8.com/S/JD\">京东</a>涨0.92%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌0.91%，B站涨0.31%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌0.35%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌0.29%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨0.67%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨2.14%。</p>\n<p>3、欧股收盘涨跌不一 欧洲斯托克50指数涨0.22%</p>\n<p>德国DAX指数跌0.14%，法国CAC40指数涨0.2%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.18%，欧洲斯托克50指数涨0.22%。</p>\n<p>4、美油收盘续创两年多新高！美联储暗示提前加息后电子盘转跌</p>\n<p>因上周美国国内的原油库存减少逾700万桶，连续第四个星期下降。最终，美国WIT期货价格上涨0.04%，报收于每桶72.15美元；国际布伦特油价上涨0.5%，报收于每桶74.39美元，因上周美国原油库存减少740万桶，降幅超出预期。</p>\n<p>5、美联储预测到2023年底将加息两次，黄金现货应声暴跌1.6％</p>\n<p>黄金期货价格上涨0.3%，报收于每盎司1861.40美元，终结三连跌走势。在美联储公布货币政策决定后，金价在电子盘交易中转为下跌。</p>\n<p>6、美国国债大跌、曲线趋平 因美联储点阵图显示到2023年底两次加息</p>\n<p>美国国债跌至盘中低点、10年期国债收益率升至1.50%以上，因美联储最新的经济预测显示到2023年底会加息两次。短期超额准备金利率升高5个基点至0.15%。</p>\n<p>国际宏观</p>\n<p>1、<a href=\"https://laohu8.com/NW/1108817124\" target=\"_blank\">一文读懂6月议息会议：美联储转鹰，预测2023年底前加息两次</a></p>\n<p>美联储在美国东部时间周三下午2点(北京时间周四凌晨2点)公布了6月份货币政策声明。这份声明显示，美国联邦公开市场委员会(FOMC)在此次会议上决定将其基准利率维持在0%到0.25%的目标区间不变，符合市场广泛预期。但点阵图预测美联储2023年底前将至少加息两次。</p>\n<p>2、美联储将超额准备金利率和逆回购协议利率分别上调5个基点</p>\n<p>美联储周三维持联邦基金利率目标区间不变，但调整了其用来帮助控制基准利率的一些政策工具的利率。</p>\n<p>3、美国财长耶伦：今年美国的通胀率将超出拜登政府预期</p>\n<p>本周三，美国财政部长珍妮特-耶伦指出，在即将发布的年中经济预期报告中，白宫将上调其对今年美国通货膨胀率的预期。当前，消费者价格的不断飙升，让越来越的多人担忧不已。</p>\n<p>4、美联储这次的鹰派点阵图可能很难“打圆场”</p>\n<p>美联储主席杰罗姆·鲍威尔有个习惯，就是新闻发布会上的措辞比联邦公开市场委员会会议公告还要鸽派一些。这让看涨债券的人有机会逢低吸纳。这次的点阵图很难“打圆场”，但鲍威尔还是努力试了试：告诉我们在解读的时候不要全盘接受。</p>\n<p>5、美联储主席鲍威尔：通胀明显上升，但目前并没有缩减QE的具体时间</p>\n<p>美联储6月份货币政声明显示，美国联邦公开市场委员会（FOMC）在此次会议上决定将其基准利率维持在0%到0.25%的目标区间不变，每月债券购买规模也保持在1200亿美元，符合市场广泛预期。</p>\n<p>6、两党基建计划谈判继续“难产” 1万亿美元无增税提议难讨议员欢心</p>\n<p>近日，美国10位民主党和共和党参议员共同提出的基础设施提案在万众瞩目中亮相。从目前来看，这项规模为1万亿美元的提案若想在美国国会获得通过，需要克服重重困难。</p>\n<p>7、<a href=\"https://laohu8.com/S/DB\">德意志银行</a>放弃做多欧元/美元交易 因美联储转向鹰派</p>\n<p><a href=\"https://laohu8.com/S/0H7D.UK\">德意志银行</a>周三结束做多欧元兑美元的交易建议，因美联储决策者提前加息预期，推动欧元创下去年12月以来最大跌幅。</p>\n<p>8、纽约汇市：美联储转向鹰派 美元创出5个月最大涨幅</p>\n<p>周三美元指数创出1月以来最大涨幅，之前美联储决策者暗示他们预计到2023年底前将加息两次，一些美联储官员甚至预计最早在明年加息。欧元创出今年最大跌幅。</p>\n<p>9、IMF总裁：疫苗是今年“最重要”经济政策，重要性凌驾于所有其他政策</p>\n<p>国际货币基金组织（IMF）总裁克里斯塔琳娜-格奥尔基耶娃周三媒体组织的一场峰会上表示，随着世界试图从新型冠状病毒危机中恢复过来，疫苗政策今年将凌驾于所有其他经济政策之上。</p>\n<p>10、世界银行首席经济学家：通胀不仅仅是暂时的，我们面临大幅收紧政策的风险</p>\n<p>世界银行集团副总裁兼首席经济学家Carmen Reinhart接受彭博专访称“令人担忧的是，通胀不仅仅是暂时的现象 ”。</p>\n<p>11、<a href=\"https://laohu8.com/NW/2144790163\" target=\"_blank\">俄美日内瓦峰会结束，普京称“谈得不错”</a></p>\n<p>当地时间6月16日下午，俄美日内瓦峰会结束。会后，俄罗斯总统普京表示，他与拜登“谈得不错”。普京指出，他与拜登讨论了战略稳定性、贸易关系、地区安全和网络安全等问题。</p>\n<p>12、美国原油库存创4月以来最大降幅</p>\n<p><a href=\"https://laohu8.com/S/USEG\">美国能源</a>信息署（EIA）数据显示，美国原油库存连续第四周录得下降，且创4月以来最大降幅；另外上周国内原油产量为2020年5月29日当周以来最高。数据公布后WTI原油期货出现反弹。</p>\n<p>公司新闻</p>\n<p>1、<a href=\"https://laohu8.com/NW/2144037718\" target=\"_blank\">苹果CEO库克：欧盟拟议新规或令iPhone安全性受到威胁</a></p>\n<p>据报道，苹果公司CEO蒂姆·库克周三将矛头对准了欧盟方面提出的旨在限制美国科技巨头权力的规定，称这些规定可能会给iPhone带来安全和隐私风险。</p>\n<p>2、通用：芯片短缺继续 通胀上升将导致下半年成本支出猛增30亿美元</p>\n<p>周三下午，<a href=\"https://laohu8.com/S/GM\">通用汽车</a>公司首席财务官保罗-雅各布森表示，该公司预计半导体芯片短缺将继续，同时不断上升的通货膨胀率将导致该公司今年下半年的支出至多猛增30亿美元。</p>\n<p>3、高盛在摩根大通全球投资银行排名中摘得榜首</p>\n<p>摩根大通称，高盛是全球投资银行界的翘楚。目前该行业处于有史以来最好状态，有望实现每年至少5%的长期收入增长。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2144718740\" target=\"_blank\">看空中概教育股！大摩下调新东方、好未来和一起教育的评级和目标价</a></p>\n<p>好未来和新东方周三股价均大幅下跌，原因是<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>发布研报，下调了这两只股票以及整个中国课后辅导板块的评级。</p>\n<p>5、<a href=\"https://laohu8.com/NW/2143809794\" target=\"_blank\">谷歌母公司Alphabet自动驾驶部门Waymo再融资25亿美元</a></p>\n<p>据报道，谷歌母公司Alphabet旗下自动驾驶公司Waymo今日宣布，在第二轮外部融资中获得了25亿美元的投资。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"513500":"标普500ETF","DJX":"1/100道琼斯","DXD":"道指两倍做空ETF","QLD":"纳指两倍做多ETF","SH":"标普500反向ETF",".DJI":"道琼斯","UDOW":"道指三倍做多ETF-ProShares","SPY":"标普500ETF","DDM":"道指两倍做多ETF",".IXIC":"NASDAQ Composite","OEX":"标普100","SQQQ":"纳指三倍做空ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102332753","content_text":"摘要：美股全线收跌，道指跌0.77%；纳指跌0.24%；标普500指数跌0.54%；热门中概股周三收盘多数走低，教育股普跌；美油收盘续创两年多新高；黄金现货暴跌1.6％；美联储转鹰，预测2023年底前加息两次；俄美日内瓦峰会结束，普京称“谈得不错” 。\n\n海外市场\n1、美股全线收跌道指跌超260点！美联储转鹰发出加息讯号\n美股三大指数周三全线收跌，道指跌超300点，美国联邦公开市场委员会(FOMC)在6月会议上决定将其基准利率维持不变，但上调通胀预期，点阵图显示美联储在2023年底前将加息两次。鲍威尔在随后的新闻发布会上承认通胀暂时高企，但又表示减码QE无具体时间，并不考虑遥远的加息问题。截至收盘，道指跌0.77%；纳指跌0.24%；标普500指数跌0.54%。\n知名科技股中苹果涨0.39%；Facebook跌1.68%；亚马逊涨0.95%；微软跌0.38%；谷歌跌0.27%；奈飞涨0.1%；特斯拉涨0.92%。\n2、热门中概股周三收盘多数走低 教育股普跌\n热门中概股周三收盘多数走低，教育股普跌，好未来跌近17%。\n知名中概股方面，拼多多涨0.75%，京东涨0.92%，百度跌0.91%，B站涨0.31%，阿里巴巴跌0.35%，蔚来跌0.29%，理想汽车涨0.67%，小鹏汽车涨2.14%。\n3、欧股收盘涨跌不一 欧洲斯托克50指数涨0.22%\n德国DAX指数跌0.14%，法国CAC40指数涨0.2%，英国富时100指数涨0.18%，欧洲斯托克50指数涨0.22%。\n4、美油收盘续创两年多新高！美联储暗示提前加息后电子盘转跌\n因上周美国国内的原油库存减少逾700万桶，连续第四个星期下降。最终，美国WIT期货价格上涨0.04%，报收于每桶72.15美元；国际布伦特油价上涨0.5%，报收于每桶74.39美元，因上周美国原油库存减少740万桶，降幅超出预期。\n5、美联储预测到2023年底将加息两次，黄金现货应声暴跌1.6％\n黄金期货价格上涨0.3%，报收于每盎司1861.40美元，终结三连跌走势。在美联储公布货币政策决定后，金价在电子盘交易中转为下跌。\n6、美国国债大跌、曲线趋平 因美联储点阵图显示到2023年底两次加息\n美国国债跌至盘中低点、10年期国债收益率升至1.50%以上，因美联储最新的经济预测显示到2023年底会加息两次。短期超额准备金利率升高5个基点至0.15%。\n国际宏观\n1、一文读懂6月议息会议：美联储转鹰，预测2023年底前加息两次\n美联储在美国东部时间周三下午2点(北京时间周四凌晨2点)公布了6月份货币政策声明。这份声明显示，美国联邦公开市场委员会(FOMC)在此次会议上决定将其基准利率维持在0%到0.25%的目标区间不变，符合市场广泛预期。但点阵图预测美联储2023年底前将至少加息两次。\n2、美联储将超额准备金利率和逆回购协议利率分别上调5个基点\n美联储周三维持联邦基金利率目标区间不变，但调整了其用来帮助控制基准利率的一些政策工具的利率。\n3、美国财长耶伦：今年美国的通胀率将超出拜登政府预期\n本周三，美国财政部长珍妮特-耶伦指出，在即将发布的年中经济预期报告中，白宫将上调其对今年美国通货膨胀率的预期。当前，消费者价格的不断飙升，让越来越的多人担忧不已。\n4、美联储这次的鹰派点阵图可能很难“打圆场”\n美联储主席杰罗姆·鲍威尔有个习惯，就是新闻发布会上的措辞比联邦公开市场委员会会议公告还要鸽派一些。这让看涨债券的人有机会逢低吸纳。这次的点阵图很难“打圆场”，但鲍威尔还是努力试了试：告诉我们在解读的时候不要全盘接受。\n5、美联储主席鲍威尔：通胀明显上升，但目前并没有缩减QE的具体时间\n美联储6月份货币政声明显示，美国联邦公开市场委员会（FOMC）在此次会议上决定将其基准利率维持在0%到0.25%的目标区间不变，每月债券购买规模也保持在1200亿美元，符合市场广泛预期。\n6、两党基建计划谈判继续“难产” 1万亿美元无增税提议难讨议员欢心\n近日，美国10位民主党和共和党参议员共同提出的基础设施提案在万众瞩目中亮相。从目前来看，这项规模为1万亿美元的提案若想在美国国会获得通过，需要克服重重困难。\n7、德意志银行放弃做多欧元/美元交易 因美联储转向鹰派\n德意志银行周三结束做多欧元兑美元的交易建议，因美联储决策者提前加息预期，推动欧元创下去年12月以来最大跌幅。\n8、纽约汇市：美联储转向鹰派 美元创出5个月最大涨幅\n周三美元指数创出1月以来最大涨幅，之前美联储决策者暗示他们预计到2023年底前将加息两次，一些美联储官员甚至预计最早在明年加息。欧元创出今年最大跌幅。\n9、IMF总裁：疫苗是今年“最重要”经济政策，重要性凌驾于所有其他政策\n国际货币基金组织（IMF）总裁克里斯塔琳娜-格奥尔基耶娃周三媒体组织的一场峰会上表示，随着世界试图从新型冠状病毒危机中恢复过来，疫苗政策今年将凌驾于所有其他经济政策之上。\n10、世界银行首席经济学家：通胀不仅仅是暂时的，我们面临大幅收紧政策的风险\n世界银行集团副总裁兼首席经济学家Carmen Reinhart接受彭博专访称“令人担忧的是，通胀不仅仅是暂时的现象 ”。\n11、俄美日内瓦峰会结束，普京称“谈得不错”\n当地时间6月16日下午，俄美日内瓦峰会结束。会后，俄罗斯总统普京表示，他与拜登“谈得不错”。普京指出，他与拜登讨论了战略稳定性、贸易关系、地区安全和网络安全等问题。\n12、美国原油库存创4月以来最大降幅\n美国能源信息署（EIA）数据显示，美国原油库存连续第四周录得下降，且创4月以来最大降幅；另外上周国内原油产量为2020年5月29日当周以来最高。数据公布后WTI原油期货出现反弹。\n公司新闻\n1、苹果CEO库克：欧盟拟议新规或令iPhone安全性受到威胁\n据报道，苹果公司CEO蒂姆·库克周三将矛头对准了欧盟方面提出的旨在限制美国科技巨头权力的规定，称这些规定可能会给iPhone带来安全和隐私风险。\n2、通用：芯片短缺继续 通胀上升将导致下半年成本支出猛增30亿美元\n周三下午，通用汽车公司首席财务官保罗-雅各布森表示，该公司预计半导体芯片短缺将继续，同时不断上升的通货膨胀率将导致该公司今年下半年的支出至多猛增30亿美元。\n3、高盛在摩根大通全球投资银行排名中摘得榜首\n摩根大通称，高盛是全球投资银行界的翘楚。目前该行业处于有史以来最好状态，有望实现每年至少5%的长期收入增长。\n4、看空中概教育股！大摩下调新东方、好未来和一起教育的评级和目标价\n好未来和新东方周三股价均大幅下跌，原因是摩根士丹利发布研报，下调了这两只股票以及整个中国课后辅导板块的评级。\n5、谷歌母公司Alphabet自动驾驶部门Waymo再融资25亿美元\n据报道，谷歌母公司Alphabet旗下自动驾驶公司Waymo今日宣布，在第二轮外部融资中获得了25亿美元的投资。","news_type":1},"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":808245651,"gmtCreate":1627598732473,"gmtModify":1703492947383,"author":{"id":"3584959433432402","authorId":"3584959433432402","name":"李坤臻","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584959433432402","authorIdStr":"3584959433432402"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808245651","repostId":"2155909002","repostType":4,"repost":{"id":"2155909002","kind":"highlight","pubTimestamp":1627558355,"share":"https://ttm.financial/m/news/2155909002?lang=&edition=fundamental","pubTime":"2021-07-29 19:32","market":"us","language":"en","title":"These Ultra-Popular Stocks May Fall 50% to 97%, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2155909002","media":"Motley Fool","summary":"Analysts' lowest price targets for these widely held stocks implies some serious downside.","content":"<p>For more than a year, the stock market has been virtually unstoppable. Following the coronavirus crash, we've been privy to the strongest bounce-back rally from a bear market bottom in history. But just because Wall Street remains optimistic on the market as a whole, it doesn't mean that every stock will participate in the rally.</p>\n<p>For each of the following three ultra-popular stocks, the lowest price target from an analyst on Wall Street implies downside ranging from 50% to as much as 97%! The question is, are these bearish projections achievable or far too negative? Let's take a closer look.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dec27061af0ee8f4d3a52b5cac0b883b\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Moderna: Implied decline of 76%</h2>\n<p>First up is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the absolute hottest stocks since the end of 2019, biotech stock <b>Moderna</b> (NASDAQ:MRNA). Taking into account Moderna's insane run over the past two weeks, shares are up almost 1,700% since the end of 2019. Yet according to the lowest price target on Wall Street of $83, Moderna has the potential to shed 76% of its value.</p>\n<p>As you may be well aware, Moderna's popularity stems from its work in developing a coronavirus disease 2019 (COVID-19) vaccine. This two-dose treatment, known as mRNA-1273, produced a vaccine effectiveness of just over 94% in late-stage clinical trials, which was the catalyst that allowed the U.S. Food and Drug Administration to grant it emergency-use authorization (EUA).</p>\n<p>With Moderna aiming to have between 800 million and 1 billion doses produced this year, the company believes it'll top $19 billion in annual sales. For some context, this'll make mRNA-1273 the third best-selling drug in the world, behind only <b>AbbVie</b>'s anti-inflammatory Humira and the <b>Pfizer</b>/<b>BioNTech</b> COVID-19 vaccine, BNT162b2. Moderna will also be wildly profitable in 2021, with Wall Street's consensus estimate calling for $24.57 in earnings per share, or nearly $9.9 billion.</p>\n<p>However, Moderna isn't alone on the vaccine front. It's contending with Pfizer/BioNTech, the one-shot <b>Johnson & Johnson</b> vaccine, which has EUA in the U.S. and Europe, <b>AstraZeneca</b>'s two-dose vaccine, and the strong likelihood that <b>Novavax</b> will be granted EUA for its COVID-19 vaccine, which produced roughly 90% vaccine efficacy in two large-scale studies. It's quite possible Moderna's market peaks in 2021 and tapers afterwards.</p>\n<p>Valuation is a concern, too. While Moderna isn't pricey from a price-to-earnings perspective, most biotech stocks run into a brick wall when they hit six or seven times peak annual sales. Moderna is a bit above that level, as of this past weekend. While I'm not inclined to believe that $83 is a realistic price target in the near term, I do believe it's time to book profits on Moderna considering the uncertain competitive landscape and its lack of approved therapies beyond mRNA-1273.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16ca48e46c5ed915bdfaeb115d44e553\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Shopify: Implied decline of 50%</h2>\n<p>Your eyes are not deceiving you -- that really says <b>Shopify</b> (NYSE:SHOP). Although the cloud-based e-commerce platform is a favorite among growth stock investors, one Wall Street analyst isn't a fan. The low-water analyst target of $825 would represent an implied decline in Shopify's stock of 50%.</p>\n<p>The most logical reason for Wall Street analysts to be skeptical of Shopify's upside would be its valuation. I know, \"growth stocks always trade at premiums!\" However, Shopify's premium is pushing some boundaries.</p>\n<p>Sporting a $205 billion market cap, the company is now valued at 46 times estimated sales for 2021 and 35 times projected sales for 2022. For some context here, Shopify ended 2015 through 2018 at 11 to 16 times sales and has averaged a revenue multiple of 28 over the past five years.</p>\n<p>To boot, even though Shopify is profitable on a recurring basis, it has a forward price-to-earnings ratio of almost 330. Again, there's some leeway given to hypergrowth stocks on the valuation front, but Shopify is certainly pushing those traditional boundaries.</p>\n<p>On the other hand, Shopify has proved it's an absolute e-commerce beast. We were already witnessing businesses transitioning online and into the cloud long before the pandemic. However, COVID-19 pushed this trend into overdrive.</p>\n<p>During the first quarter, 137% growth in merchant-solutions revenue ultimately pushed the gross merchandise volume (GMV) traversing its platform up 114% from the prior-year period. While triple-digit GMV growth likely isn't sustainable, Shopify seems a good bet to increase its share of e-commerce activity in the U.S.</p>\n<p>Shopify has landed some pretty big names as clients, too. Both <b>Walmart</b> and <b>Pinterest</b> are on board, and the company saw partner referrals up 73% at the end of March, compared to the prior-year period.</p>\n<p>While I can support the idea that Shopify's upside may be limited in the near term, I don't believe Wall Street's most-pessimistic price target of $825 is in the cards.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c6cb4d9fcdf85f542f333fc71a2dd58\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>AMC Entertainment: Implied decline of 97%</h2>\n<p>On the other end of the spectrum is the popular meme stock, movie-theater chain <b>AMC Entertainment</b> (NYSE:AMC). Every single Wall Street analyst covering the company sees significant downside in shares of AMC, from the most optimistic analyst at B. Riley, whose price target of $16 implies 57% downside, to the most pessimistic at MKM Partners, which has a $1 price target on the company, implying a decline of up to 97%.</p>\n<p>Unlike Shopify, which looks to have a bright future, AMC's most bearish price target may eventually become a reality. That's because none of the data surrounding AMC adds up.</p>\n<p>Following multiple rounds of capital raises, AMC likely had in the neighborhood of $2.2 billion in cash during the second quarter. Keep in mind that, with the company losing a lot of money at the moment, this $2.2 billion will continue to dwindle throughout 2021.</p>\n<p>The bigger issue, though, is the $5.4 billion in debt that'll need to be repaid in the coming years. Since AMC has effectively maxed out its share issuances, and its army of retail investors keeps denying CEO Adam Aron the opportunity to raise additional capital, all future debt repayments will need to be in cash. With interest expenses doubling and the company $473 million in arrears on its rent, there's pretty much no way AMC meets its debt obligations based on its current trajectory. The company's plummeting 2026 and 2027 bond prices indicate bankruptcy is a very real possibility.</p>\n<p>The allegations of institutional/hedge fund wrongdoing from AMC's impassioned retail investors also doesn't add up. Despite these folks implying that nefarious activity is present via failure to deliver, dark pools, and short-selling, none of it has ever been substantiated. It's been my contention for weeks that social-media-driven misinformation from its retail investors has been the driving force behind this stock.</p>\n<p>Although it's not going to go down in a straight line, AMC is very likely going to be walked back to the mid-single digits within the next six months to two years. There's also zero guarantee that it'll survive the next five years. That makes it a stock worth avoiding at all costs.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These Ultra-Popular Stocks May Fall 50% to 97%, According to Wall Street</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\">\nThese Ultra-Popular Stocks May Fall 50% to 97%, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 19:32 GMT+8 <a href=https://www.fool.com/investing/2021/07/29/ultra-popular-stocks-may-fall-50-to-97-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For more than a year, the stock market has been virtually unstoppable. Following the coronavirus crash, we've been privy to the strongest bounce-back rally from a bear market bottom in history. But ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/29/ultra-popular-stocks-may-fall-50-to-97-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc.","AMC":"AMC院线","SHOP":"Shopify Inc"},"source_url":"https://www.fool.com/investing/2021/07/29/ultra-popular-stocks-may-fall-50-to-97-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155909002","content_text":"For more than a year, the stock market has been virtually unstoppable. Following the coronavirus crash, we've been privy to the strongest bounce-back rally from a bear market bottom in history. But just because Wall Street remains optimistic on the market as a whole, it doesn't mean that every stock will participate in the rally.\nFor each of the following three ultra-popular stocks, the lowest price target from an analyst on Wall Street implies downside ranging from 50% to as much as 97%! The question is, are these bearish projections achievable or far too negative? Let's take a closer look.\nImage source: Getty Images.\nModerna: Implied decline of 76%\nFirst up is one of the absolute hottest stocks since the end of 2019, biotech stock Moderna (NASDAQ:MRNA). Taking into account Moderna's insane run over the past two weeks, shares are up almost 1,700% since the end of 2019. Yet according to the lowest price target on Wall Street of $83, Moderna has the potential to shed 76% of its value.\nAs you may be well aware, Moderna's popularity stems from its work in developing a coronavirus disease 2019 (COVID-19) vaccine. This two-dose treatment, known as mRNA-1273, produced a vaccine effectiveness of just over 94% in late-stage clinical trials, which was the catalyst that allowed the U.S. Food and Drug Administration to grant it emergency-use authorization (EUA).\nWith Moderna aiming to have between 800 million and 1 billion doses produced this year, the company believes it'll top $19 billion in annual sales. For some context, this'll make mRNA-1273 the third best-selling drug in the world, behind only AbbVie's anti-inflammatory Humira and the Pfizer/BioNTech COVID-19 vaccine, BNT162b2. Moderna will also be wildly profitable in 2021, with Wall Street's consensus estimate calling for $24.57 in earnings per share, or nearly $9.9 billion.\nHowever, Moderna isn't alone on the vaccine front. It's contending with Pfizer/BioNTech, the one-shot Johnson & Johnson vaccine, which has EUA in the U.S. and Europe, AstraZeneca's two-dose vaccine, and the strong likelihood that Novavax will be granted EUA for its COVID-19 vaccine, which produced roughly 90% vaccine efficacy in two large-scale studies. It's quite possible Moderna's market peaks in 2021 and tapers afterwards.\nValuation is a concern, too. While Moderna isn't pricey from a price-to-earnings perspective, most biotech stocks run into a brick wall when they hit six or seven times peak annual sales. Moderna is a bit above that level, as of this past weekend. While I'm not inclined to believe that $83 is a realistic price target in the near term, I do believe it's time to book profits on Moderna considering the uncertain competitive landscape and its lack of approved therapies beyond mRNA-1273.\nImage source: Getty Images.\nShopify: Implied decline of 50%\nYour eyes are not deceiving you -- that really says Shopify (NYSE:SHOP). Although the cloud-based e-commerce platform is a favorite among growth stock investors, one Wall Street analyst isn't a fan. The low-water analyst target of $825 would represent an implied decline in Shopify's stock of 50%.\nThe most logical reason for Wall Street analysts to be skeptical of Shopify's upside would be its valuation. I know, \"growth stocks always trade at premiums!\" However, Shopify's premium is pushing some boundaries.\nSporting a $205 billion market cap, the company is now valued at 46 times estimated sales for 2021 and 35 times projected sales for 2022. For some context here, Shopify ended 2015 through 2018 at 11 to 16 times sales and has averaged a revenue multiple of 28 over the past five years.\nTo boot, even though Shopify is profitable on a recurring basis, it has a forward price-to-earnings ratio of almost 330. Again, there's some leeway given to hypergrowth stocks on the valuation front, but Shopify is certainly pushing those traditional boundaries.\nOn the other hand, Shopify has proved it's an absolute e-commerce beast. We were already witnessing businesses transitioning online and into the cloud long before the pandemic. However, COVID-19 pushed this trend into overdrive.\nDuring the first quarter, 137% growth in merchant-solutions revenue ultimately pushed the gross merchandise volume (GMV) traversing its platform up 114% from the prior-year period. While triple-digit GMV growth likely isn't sustainable, Shopify seems a good bet to increase its share of e-commerce activity in the U.S.\nShopify has landed some pretty big names as clients, too. Both Walmart and Pinterest are on board, and the company saw partner referrals up 73% at the end of March, compared to the prior-year period.\nWhile I can support the idea that Shopify's upside may be limited in the near term, I don't believe Wall Street's most-pessimistic price target of $825 is in the cards.\nImage source: Getty Images.\nAMC Entertainment: Implied decline of 97%\nOn the other end of the spectrum is the popular meme stock, movie-theater chain AMC Entertainment (NYSE:AMC). Every single Wall Street analyst covering the company sees significant downside in shares of AMC, from the most optimistic analyst at B. Riley, whose price target of $16 implies 57% downside, to the most pessimistic at MKM Partners, which has a $1 price target on the company, implying a decline of up to 97%.\nUnlike Shopify, which looks to have a bright future, AMC's most bearish price target may eventually become a reality. That's because none of the data surrounding AMC adds up.\nFollowing multiple rounds of capital raises, AMC likely had in the neighborhood of $2.2 billion in cash during the second quarter. Keep in mind that, with the company losing a lot of money at the moment, this $2.2 billion will continue to dwindle throughout 2021.\nThe bigger issue, though, is the $5.4 billion in debt that'll need to be repaid in the coming years. Since AMC has effectively maxed out its share issuances, and its army of retail investors keeps denying CEO Adam Aron the opportunity to raise additional capital, all future debt repayments will need to be in cash. With interest expenses doubling and the company $473 million in arrears on its rent, there's pretty much no way AMC meets its debt obligations based on its current trajectory. The company's plummeting 2026 and 2027 bond prices indicate bankruptcy is a very real possibility.\nThe allegations of institutional/hedge fund wrongdoing from AMC's impassioned retail investors also doesn't add up. Despite these folks implying that nefarious activity is present via failure to deliver, dark pools, and short-selling, none of it has ever been substantiated. It's been my contention for weeks that social-media-driven misinformation from its retail investors has been the driving force behind this stock.\nAlthough it's not going to go down in a straight line, AMC is very likely going to be walked back to the mid-single digits within the next six months to two years. There's also zero guarantee that it'll survive the next five years. That makes it a stock worth avoiding at all costs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808245321,"gmtCreate":1627598701063,"gmtModify":1703492946890,"author":{"id":"3584959433432402","authorId":"3584959433432402","name":"李坤臻","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584959433432402","authorIdStr":"3584959433432402"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808245321","repostId":"1120419201","repostType":4,"repost":{"id":"1120419201","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":1627571750,"share":"https://ttm.financial/m/news/1120419201?lang=&edition=fundamental","pubTime":"2021-07-29 23:15","market":"other","language":"zh","title":"AMD股价续创历史新高，绩后两日涨幅累计超13%","url":"https://stock-news.laohu8.com/highlight/detail?id=1120419201","media":"老虎资讯综合","summary":"7月29日，AMD涨超5%，报103美元，股价续创历史新高，绩后两日涨幅累计超13%，第二季度营收38.5亿美元，净利润7亿美元，同比大涨352%。\n\n有分析师认为AMD处在50多年来最有利的发展阶段","content":"<p>7月29日，<a href=\"https://laohu8.com/S/AMD\">AMD</a>涨超5%，报103美元，股价续创历史新高，绩后两日涨幅累计超13%，第二季度营收38.5亿美元，净利润7亿美元，同比大涨352%。</p>\n<p><img src=\"https://static.tigerbbs.com/c3de6e465956397583ab4c5c2612bfa3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>有分析师认为AMD处在50多年来最有利的发展阶段，特别是AMD公布超预期Q2财报后。尽管该公司与芯片行业领头羊<a href=\"https://laohu8.com/S/INTC\">英特尔</a>在具体营业额的数字上有巨大的差异，但从成长性的角度看，AMD极有可能取代英特尔在行业中引领者的地位。</p>\n<p><b>AMD VS 英特尔，谁能实现高增长?</b></p>\n<p>美东时间7月27日美股盘后，美国超微公司(AMD.US)公布了超预期的第二季度财报。财报显示，AMD在Q2营收同比翻番，净利润更是同比猛增了352%。此外，AMD预计Q3营收将同比增长近50%，并将2021年营收展望从同比增长50%上调至60%。截至昨日收盘，AMD股价上涨7.58%。</p>\n<p>相比之下，作为芯片行业领头羊的英特尔(INTC.US)Q2业绩显得黯淡无光，虽其Q2营收和调整后每股收益以及第三季度业绩展望均超出华尔街分析师此前预期，但从市场反应来看，该成绩并不理想，公布业绩后其盘后股价仍旧下跌逾2%。</p>\n<p>从历史数据来看，这两家公司在去年疫情期间(Q1-Q2)都经历了类似的放缓，但这两家公司后来的发展却截然不同。</p>\n<p>2020年Q3，AMD营收实现同比增长55.52%，而英特尔同比下降4.47%。从那以后，AMD业绩一路高歌，而英特尔却一直非常平淡，不是增长持平就是出现负增长。</p>\n<p>由此可见，AMD正在向市场证明自己能够实现高增长，而英特尔仅在证明自己能够实现稳定增长。</p>\n<p><b>市场只为企业的高增长买单</b></p>\n<p>市场对这两家公司的定价方式是不同的。关键的区别在于，市场会愿意为高增长的企业投入更多资金，而为增长停滞的企业投入更少。</p>\n<p>AMD和英特尔的股价也反映了这一点：</p>\n<p>公司市盈率与市场预期保持同步:</p>\n<p>AMD当前估值为38倍市盈率，但如果将股价图表和市盈率图表放在一起会发现，AMD市盈率呈下降趋势，而股价则呈上升趋势。另一方面，由于英特尔估值一直处于横向水平，而营收持续低迷，导致股票回报率不断下降，最终英特尔股价也将继续下滑。</p>\n<p><b>AMD正蚕食英特尔市场份额?</b></p>\n<p>值得一提的，AMD在2020年全年总营业额为97.6亿美元，同比增长45%，得益于计算和图形事业部及企业、嵌入式和半定制事业部营业额增长，其中包括AMD的产品在全球500强超级计算机中的应用同比增长了5倍;谷歌云率先采用第三代AMDEPYC 处理器，性能提升了56%等。与AMD不同的是，英特尔新CEO上任之后，则大肆宣布加码芯片代工业务，如今年3月，英特尔宣布将斥资200亿美元在美国建设两座芯片工厂。</p>\n<p>AMD的复兴建立在技术实力迭代上，不同于竞争对手英特尔执迷于自己生产芯片，AMD则外包给<a href=\"https://laohu8.com/S/TSM\">台积电</a>。将全部精力聚焦于技术而非生产，AMD的产品开始蚕食英特尔的市场份额。</p>\n<p>根据PassMark的数据，二季度AMD在所有CPU中的市场份额占比达到44.1%，英特尔则由巅峰时的82.5%下降至55.8%。</p>\n<p><b>“领头羊”头衔花落谁家？</b></p>\n<p>无论AMD是否能占据芯片行业领头羊的位置，或许这个位置也不再属于英特尔，原因是其发展已经无法再为行业动向提供晴雨表功能。众所周知，半导体行业当前并没有萎缩，相反它正在日益增长。数据显示，半导体行业从2020年到2021年预计将增长17%，2021年到2022年将增长6%以上。</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>AMD股价续创历史新高，绩后两日涨幅累计超13%</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\">\nAMD股价续创历史新高，绩后两日涨幅累计超13%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-29 23:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月29日，<a href=\"https://laohu8.com/S/AMD\">AMD</a>涨超5%，报103美元，股价续创历史新高，绩后两日涨幅累计超13%，第二季度营收38.5亿美元，净利润7亿美元，同比大涨352%。</p>\n<p><img src=\"https://static.tigerbbs.com/c3de6e465956397583ab4c5c2612bfa3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>有分析师认为AMD处在50多年来最有利的发展阶段，特别是AMD公布超预期Q2财报后。尽管该公司与芯片行业领头羊<a href=\"https://laohu8.com/S/INTC\">英特尔</a>在具体营业额的数字上有巨大的差异，但从成长性的角度看，AMD极有可能取代英特尔在行业中引领者的地位。</p>\n<p><b>AMD VS 英特尔，谁能实现高增长?</b></p>\n<p>美东时间7月27日美股盘后，美国超微公司(AMD.US)公布了超预期的第二季度财报。财报显示，AMD在Q2营收同比翻番，净利润更是同比猛增了352%。此外，AMD预计Q3营收将同比增长近50%，并将2021年营收展望从同比增长50%上调至60%。截至昨日收盘，AMD股价上涨7.58%。</p>\n<p>相比之下，作为芯片行业领头羊的英特尔(INTC.US)Q2业绩显得黯淡无光，虽其Q2营收和调整后每股收益以及第三季度业绩展望均超出华尔街分析师此前预期，但从市场反应来看，该成绩并不理想，公布业绩后其盘后股价仍旧下跌逾2%。</p>\n<p>从历史数据来看，这两家公司在去年疫情期间(Q1-Q2)都经历了类似的放缓，但这两家公司后来的发展却截然不同。</p>\n<p>2020年Q3，AMD营收实现同比增长55.52%，而英特尔同比下降4.47%。从那以后，AMD业绩一路高歌，而英特尔却一直非常平淡，不是增长持平就是出现负增长。</p>\n<p>由此可见，AMD正在向市场证明自己能够实现高增长，而英特尔仅在证明自己能够实现稳定增长。</p>\n<p><b>市场只为企业的高增长买单</b></p>\n<p>市场对这两家公司的定价方式是不同的。关键的区别在于，市场会愿意为高增长的企业投入更多资金，而为增长停滞的企业投入更少。</p>\n<p>AMD和英特尔的股价也反映了这一点：</p>\n<p>公司市盈率与市场预期保持同步:</p>\n<p>AMD当前估值为38倍市盈率，但如果将股价图表和市盈率图表放在一起会发现，AMD市盈率呈下降趋势，而股价则呈上升趋势。另一方面，由于英特尔估值一直处于横向水平，而营收持续低迷，导致股票回报率不断下降，最终英特尔股价也将继续下滑。</p>\n<p><b>AMD正蚕食英特尔市场份额?</b></p>\n<p>值得一提的，AMD在2020年全年总营业额为97.6亿美元，同比增长45%，得益于计算和图形事业部及企业、嵌入式和半定制事业部营业额增长，其中包括AMD的产品在全球500强超级计算机中的应用同比增长了5倍;谷歌云率先采用第三代AMDEPYC 处理器，性能提升了56%等。与AMD不同的是，英特尔新CEO上任之后，则大肆宣布加码芯片代工业务，如今年3月，英特尔宣布将斥资200亿美元在美国建设两座芯片工厂。</p>\n<p>AMD的复兴建立在技术实力迭代上，不同于竞争对手英特尔执迷于自己生产芯片，AMD则外包给<a href=\"https://laohu8.com/S/TSM\">台积电</a>。将全部精力聚焦于技术而非生产，AMD的产品开始蚕食英特尔的市场份额。</p>\n<p>根据PassMark的数据，二季度AMD在所有CPU中的市场份额占比达到44.1%，英特尔则由巅峰时的82.5%下降至55.8%。</p>\n<p><b>“领头羊”头衔花落谁家？</b></p>\n<p>无论AMD是否能占据芯片行业领头羊的位置，或许这个位置也不再属于英特尔，原因是其发展已经无法再为行业动向提供晴雨表功能。众所周知，半导体行业当前并没有萎缩，相反它正在日益增长。数据显示，半导体行业从2020年到2021年预计将增长17%，2021年到2022年将增长6%以上。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a593d85be38c3aa543ab3056553101ff","relate_stocks":{"AMD":"美国超微公司"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120419201","content_text":"7月29日，AMD涨超5%，报103美元，股价续创历史新高，绩后两日涨幅累计超13%，第二季度营收38.5亿美元，净利润7亿美元，同比大涨352%。\n\n有分析师认为AMD处在50多年来最有利的发展阶段，特别是AMD公布超预期Q2财报后。尽管该公司与芯片行业领头羊英特尔在具体营业额的数字上有巨大的差异，但从成长性的角度看，AMD极有可能取代英特尔在行业中引领者的地位。\nAMD VS 英特尔，谁能实现高增长?\n美东时间7月27日美股盘后，美国超微公司(AMD.US)公布了超预期的第二季度财报。财报显示，AMD在Q2营收同比翻番，净利润更是同比猛增了352%。此外，AMD预计Q3营收将同比增长近50%，并将2021年营收展望从同比增长50%上调至60%。截至昨日收盘，AMD股价上涨7.58%。\n相比之下，作为芯片行业领头羊的英特尔(INTC.US)Q2业绩显得黯淡无光，虽其Q2营收和调整后每股收益以及第三季度业绩展望均超出华尔街分析师此前预期，但从市场反应来看，该成绩并不理想，公布业绩后其盘后股价仍旧下跌逾2%。\n从历史数据来看，这两家公司在去年疫情期间(Q1-Q2)都经历了类似的放缓，但这两家公司后来的发展却截然不同。\n2020年Q3，AMD营收实现同比增长55.52%，而英特尔同比下降4.47%。从那以后，AMD业绩一路高歌，而英特尔却一直非常平淡，不是增长持平就是出现负增长。\n由此可见，AMD正在向市场证明自己能够实现高增长，而英特尔仅在证明自己能够实现稳定增长。\n市场只为企业的高增长买单\n市场对这两家公司的定价方式是不同的。关键的区别在于，市场会愿意为高增长的企业投入更多资金，而为增长停滞的企业投入更少。\nAMD和英特尔的股价也反映了这一点：\n公司市盈率与市场预期保持同步:\nAMD当前估值为38倍市盈率，但如果将股价图表和市盈率图表放在一起会发现，AMD市盈率呈下降趋势，而股价则呈上升趋势。另一方面，由于英特尔估值一直处于横向水平，而营收持续低迷，导致股票回报率不断下降，最终英特尔股价也将继续下滑。\nAMD正蚕食英特尔市场份额?\n值得一提的，AMD在2020年全年总营业额为97.6亿美元，同比增长45%，得益于计算和图形事业部及企业、嵌入式和半定制事业部营业额增长，其中包括AMD的产品在全球500强超级计算机中的应用同比增长了5倍;谷歌云率先采用第三代AMDEPYC 处理器，性能提升了56%等。与AMD不同的是，英特尔新CEO上任之后，则大肆宣布加码芯片代工业务，如今年3月，英特尔宣布将斥资200亿美元在美国建设两座芯片工厂。\nAMD的复兴建立在技术实力迭代上，不同于竞争对手英特尔执迷于自己生产芯片，AMD则外包给台积电。将全部精力聚焦于技术而非生产，AMD的产品开始蚕食英特尔的市场份额。\n根据PassMark的数据，二季度AMD在所有CPU中的市场份额占比达到44.1%，英特尔则由巅峰时的82.5%下降至55.8%。\n“领头羊”头衔花落谁家？\n无论AMD是否能占据芯片行业领头羊的位置，或许这个位置也不再属于英特尔，原因是其发展已经无法再为行业动向提供晴雨表功能。众所周知，半导体行业当前并没有萎缩，相反它正在日益增长。数据显示，半导体行业从2020年到2021年预计将增长17%，2021年到2022年将增长6%以上。","news_type":1},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161997785,"gmtCreate":1623899539747,"gmtModify":1703822996978,"author":{"id":"3584959433432402","authorId":"3584959433432402","name":"李坤臻","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584959433432402","authorIdStr":"3584959433432402"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161997785","repostId":"1102332753","repostType":2,"repost":{"id":"1102332753","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":1623887241,"share":"https://ttm.financial/m/news/1102332753?lang=&edition=fundamental","pubTime":"2021-06-17 07:47","market":"hk","language":"zh","title":"昨夜今晨：释放什么信号？美联储突然提高两大利率","url":"https://stock-news.laohu8.com/highlight/detail?id=1102332753","media":"老虎资讯综合","summary":"摘要：美股全线收跌，道指跌0.77%；纳指跌0.24%；标普500指数跌0.54%；热门中概股周三收盘多数走低，教育股普跌；美油收盘续创两年多新高；黄金现货暴跌1.6％；美联储转鹰，预测2023年底前","content":"<blockquote>\n 摘要：美股全线收跌，道指跌0.77%；纳指跌0.24%；标普500指数跌0.54%；热门中概股周三收盘多数走低，教育股普跌；美油收盘续创两年多新高；黄金现货暴跌1.6％；美联储转鹰，预测2023年底前加息两次；俄美日内瓦峰会结束，普京称“谈得不错” 。\n</blockquote>\n<p>海外市场</p>\n<p>1、美股全线收跌道指跌超260点！美联储转鹰发出加息讯号</p>\n<p>美股三大指数周三全线收跌，道指跌超300点，美国联邦公开市场委员会(FOMC)在6月会议上决定将其基准利率维持不变，但上调通胀预期，点阵图显示美联储在2023年底前将加息两次。鲍威尔在随后的新闻发布会上承认通胀暂时高企，但又表示减码QE无具体时间，并不考虑遥远的加息问题。截至收盘，道指跌0.77%；纳指跌0.24%；标普500指数跌0.54%。</p>\n<p>知名科技股中<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨0.39%；<a href=\"https://laohu8.com/S/FB\">Facebook</a>跌1.68%；<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨0.95%；<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌0.38%；<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>跌0.27%；奈飞涨0.1%；<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨0.92%。</p>\n<p>2、热门中概股周三收盘多数走低 教育股普跌</p>\n<p>热门中概股周三收盘多数走低，教育股普跌，<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌近17%。</p>\n<p>知名中概股方面，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨0.75%，<a href=\"https://laohu8.com/S/JD\">京东</a>涨0.92%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌0.91%，B站涨0.31%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌0.35%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌0.29%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨0.67%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨2.14%。</p>\n<p>3、欧股收盘涨跌不一 欧洲斯托克50指数涨0.22%</p>\n<p>德国DAX指数跌0.14%，法国CAC40指数涨0.2%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.18%，欧洲斯托克50指数涨0.22%。</p>\n<p>4、美油收盘续创两年多新高！美联储暗示提前加息后电子盘转跌</p>\n<p>因上周美国国内的原油库存减少逾700万桶，连续第四个星期下降。最终，美国WIT期货价格上涨0.04%，报收于每桶72.15美元；国际布伦特油价上涨0.5%，报收于每桶74.39美元，因上周美国原油库存减少740万桶，降幅超出预期。</p>\n<p>5、美联储预测到2023年底将加息两次，黄金现货应声暴跌1.6％</p>\n<p>黄金期货价格上涨0.3%，报收于每盎司1861.40美元，终结三连跌走势。在美联储公布货币政策决定后，金价在电子盘交易中转为下跌。</p>\n<p>6、美国国债大跌、曲线趋平 因美联储点阵图显示到2023年底两次加息</p>\n<p>美国国债跌至盘中低点、10年期国债收益率升至1.50%以上，因美联储最新的经济预测显示到2023年底会加息两次。短期超额准备金利率升高5个基点至0.15%。</p>\n<p>国际宏观</p>\n<p>1、<a href=\"https://laohu8.com/NW/1108817124\" target=\"_blank\">一文读懂6月议息会议：美联储转鹰，预测2023年底前加息两次</a></p>\n<p>美联储在美国东部时间周三下午2点(北京时间周四凌晨2点)公布了6月份货币政策声明。这份声明显示，美国联邦公开市场委员会(FOMC)在此次会议上决定将其基准利率维持在0%到0.25%的目标区间不变，符合市场广泛预期。但点阵图预测美联储2023年底前将至少加息两次。</p>\n<p>2、美联储将超额准备金利率和逆回购协议利率分别上调5个基点</p>\n<p>美联储周三维持联邦基金利率目标区间不变，但调整了其用来帮助控制基准利率的一些政策工具的利率。</p>\n<p>3、美国财长耶伦：今年美国的通胀率将超出拜登政府预期</p>\n<p>本周三，美国财政部长珍妮特-耶伦指出，在即将发布的年中经济预期报告中，白宫将上调其对今年美国通货膨胀率的预期。当前，消费者价格的不断飙升，让越来越的多人担忧不已。</p>\n<p>4、美联储这次的鹰派点阵图可能很难“打圆场”</p>\n<p>美联储主席杰罗姆·鲍威尔有个习惯，就是新闻发布会上的措辞比联邦公开市场委员会会议公告还要鸽派一些。这让看涨债券的人有机会逢低吸纳。这次的点阵图很难“打圆场”，但鲍威尔还是努力试了试：告诉我们在解读的时候不要全盘接受。</p>\n<p>5、美联储主席鲍威尔：通胀明显上升，但目前并没有缩减QE的具体时间</p>\n<p>美联储6月份货币政声明显示，美国联邦公开市场委员会（FOMC）在此次会议上决定将其基准利率维持在0%到0.25%的目标区间不变，每月债券购买规模也保持在1200亿美元，符合市场广泛预期。</p>\n<p>6、两党基建计划谈判继续“难产” 1万亿美元无增税提议难讨议员欢心</p>\n<p>近日，美国10位民主党和共和党参议员共同提出的基础设施提案在万众瞩目中亮相。从目前来看，这项规模为1万亿美元的提案若想在美国国会获得通过，需要克服重重困难。</p>\n<p>7、<a href=\"https://laohu8.com/S/DB\">德意志银行</a>放弃做多欧元/美元交易 因美联储转向鹰派</p>\n<p><a href=\"https://laohu8.com/S/0H7D.UK\">德意志银行</a>周三结束做多欧元兑美元的交易建议，因美联储决策者提前加息预期，推动欧元创下去年12月以来最大跌幅。</p>\n<p>8、纽约汇市：美联储转向鹰派 美元创出5个月最大涨幅</p>\n<p>周三美元指数创出1月以来最大涨幅，之前美联储决策者暗示他们预计到2023年底前将加息两次，一些美联储官员甚至预计最早在明年加息。欧元创出今年最大跌幅。</p>\n<p>9、IMF总裁：疫苗是今年“最重要”经济政策，重要性凌驾于所有其他政策</p>\n<p>国际货币基金组织（IMF）总裁克里斯塔琳娜-格奥尔基耶娃周三媒体组织的一场峰会上表示，随着世界试图从新型冠状病毒危机中恢复过来，疫苗政策今年将凌驾于所有其他经济政策之上。</p>\n<p>10、世界银行首席经济学家：通胀不仅仅是暂时的，我们面临大幅收紧政策的风险</p>\n<p>世界银行集团副总裁兼首席经济学家Carmen Reinhart接受彭博专访称“令人担忧的是，通胀不仅仅是暂时的现象 ”。</p>\n<p>11、<a href=\"https://laohu8.com/NW/2144790163\" target=\"_blank\">俄美日内瓦峰会结束，普京称“谈得不错”</a></p>\n<p>当地时间6月16日下午，俄美日内瓦峰会结束。会后，俄罗斯总统普京表示，他与拜登“谈得不错”。普京指出，他与拜登讨论了战略稳定性、贸易关系、地区安全和网络安全等问题。</p>\n<p>12、美国原油库存创4月以来最大降幅</p>\n<p><a href=\"https://laohu8.com/S/USEG\">美国能源</a>信息署（EIA）数据显示，美国原油库存连续第四周录得下降，且创4月以来最大降幅；另外上周国内原油产量为2020年5月29日当周以来最高。数据公布后WTI原油期货出现反弹。</p>\n<p>公司新闻</p>\n<p>1、<a href=\"https://laohu8.com/NW/2144037718\" target=\"_blank\">苹果CEO库克：欧盟拟议新规或令iPhone安全性受到威胁</a></p>\n<p>据报道，苹果公司CEO蒂姆·库克周三将矛头对准了欧盟方面提出的旨在限制美国科技巨头权力的规定，称这些规定可能会给iPhone带来安全和隐私风险。</p>\n<p>2、通用：芯片短缺继续 通胀上升将导致下半年成本支出猛增30亿美元</p>\n<p>周三下午，<a href=\"https://laohu8.com/S/GM\">通用汽车</a>公司首席财务官保罗-雅各布森表示，该公司预计半导体芯片短缺将继续，同时不断上升的通货膨胀率将导致该公司今年下半年的支出至多猛增30亿美元。</p>\n<p>3、高盛在摩根大通全球投资银行排名中摘得榜首</p>\n<p>摩根大通称，高盛是全球投资银行界的翘楚。目前该行业处于有史以来最好状态，有望实现每年至少5%的长期收入增长。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2144718740\" target=\"_blank\">看空中概教育股！大摩下调新东方、好未来和一起教育的评级和目标价</a></p>\n<p>好未来和新东方周三股价均大幅下跌，原因是<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>发布研报，下调了这两只股票以及整个中国课后辅导板块的评级。</p>\n<p>5、<a href=\"https://laohu8.com/NW/2143809794\" target=\"_blank\">谷歌母公司Alphabet自动驾驶部门Waymo再融资25亿美元</a></p>\n<p>据报道，谷歌母公司Alphabet旗下自动驾驶公司Waymo今日宣布，在第二轮外部融资中获得了25亿美元的投资。</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>昨夜今晨：释放什么信号？美联储突然提高两大利率</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨：释放什么信号？美联储突然提高两大利率\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-17 07:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要：美股全线收跌，道指跌0.77%；纳指跌0.24%；标普500指数跌0.54%；热门中概股周三收盘多数走低，教育股普跌；美油收盘续创两年多新高；黄金现货暴跌1.6％；美联储转鹰，预测2023年底前加息两次；俄美日内瓦峰会结束，普京称“谈得不错” 。\n</blockquote>\n<p>海外市场</p>\n<p>1、美股全线收跌道指跌超260点！美联储转鹰发出加息讯号</p>\n<p>美股三大指数周三全线收跌，道指跌超300点，美国联邦公开市场委员会(FOMC)在6月会议上决定将其基准利率维持不变，但上调通胀预期，点阵图显示美联储在2023年底前将加息两次。鲍威尔在随后的新闻发布会上承认通胀暂时高企，但又表示减码QE无具体时间，并不考虑遥远的加息问题。截至收盘，道指跌0.77%；纳指跌0.24%；标普500指数跌0.54%。</p>\n<p>知名科技股中<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨0.39%；<a href=\"https://laohu8.com/S/FB\">Facebook</a>跌1.68%；<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨0.95%；<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌0.38%；<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>跌0.27%；奈飞涨0.1%；<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨0.92%。</p>\n<p>2、热门中概股周三收盘多数走低 教育股普跌</p>\n<p>热门中概股周三收盘多数走低，教育股普跌，<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌近17%。</p>\n<p>知名中概股方面，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨0.75%，<a href=\"https://laohu8.com/S/JD\">京东</a>涨0.92%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌0.91%，B站涨0.31%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌0.35%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌0.29%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨0.67%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨2.14%。</p>\n<p>3、欧股收盘涨跌不一 欧洲斯托克50指数涨0.22%</p>\n<p>德国DAX指数跌0.14%，法国CAC40指数涨0.2%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.18%，欧洲斯托克50指数涨0.22%。</p>\n<p>4、美油收盘续创两年多新高！美联储暗示提前加息后电子盘转跌</p>\n<p>因上周美国国内的原油库存减少逾700万桶，连续第四个星期下降。最终，美国WIT期货价格上涨0.04%，报收于每桶72.15美元；国际布伦特油价上涨0.5%，报收于每桶74.39美元，因上周美国原油库存减少740万桶，降幅超出预期。</p>\n<p>5、美联储预测到2023年底将加息两次，黄金现货应声暴跌1.6％</p>\n<p>黄金期货价格上涨0.3%，报收于每盎司1861.40美元，终结三连跌走势。在美联储公布货币政策决定后，金价在电子盘交易中转为下跌。</p>\n<p>6、美国国债大跌、曲线趋平 因美联储点阵图显示到2023年底两次加息</p>\n<p>美国国债跌至盘中低点、10年期国债收益率升至1.50%以上，因美联储最新的经济预测显示到2023年底会加息两次。短期超额准备金利率升高5个基点至0.15%。</p>\n<p>国际宏观</p>\n<p>1、<a href=\"https://laohu8.com/NW/1108817124\" target=\"_blank\">一文读懂6月议息会议：美联储转鹰，预测2023年底前加息两次</a></p>\n<p>美联储在美国东部时间周三下午2点(北京时间周四凌晨2点)公布了6月份货币政策声明。这份声明显示，美国联邦公开市场委员会(FOMC)在此次会议上决定将其基准利率维持在0%到0.25%的目标区间不变，符合市场广泛预期。但点阵图预测美联储2023年底前将至少加息两次。</p>\n<p>2、美联储将超额准备金利率和逆回购协议利率分别上调5个基点</p>\n<p>美联储周三维持联邦基金利率目标区间不变，但调整了其用来帮助控制基准利率的一些政策工具的利率。</p>\n<p>3、美国财长耶伦：今年美国的通胀率将超出拜登政府预期</p>\n<p>本周三，美国财政部长珍妮特-耶伦指出，在即将发布的年中经济预期报告中，白宫将上调其对今年美国通货膨胀率的预期。当前，消费者价格的不断飙升，让越来越的多人担忧不已。</p>\n<p>4、美联储这次的鹰派点阵图可能很难“打圆场”</p>\n<p>美联储主席杰罗姆·鲍威尔有个习惯，就是新闻发布会上的措辞比联邦公开市场委员会会议公告还要鸽派一些。这让看涨债券的人有机会逢低吸纳。这次的点阵图很难“打圆场”，但鲍威尔还是努力试了试：告诉我们在解读的时候不要全盘接受。</p>\n<p>5、美联储主席鲍威尔：通胀明显上升，但目前并没有缩减QE的具体时间</p>\n<p>美联储6月份货币政声明显示，美国联邦公开市场委员会（FOMC）在此次会议上决定将其基准利率维持在0%到0.25%的目标区间不变，每月债券购买规模也保持在1200亿美元，符合市场广泛预期。</p>\n<p>6、两党基建计划谈判继续“难产” 1万亿美元无增税提议难讨议员欢心</p>\n<p>近日，美国10位民主党和共和党参议员共同提出的基础设施提案在万众瞩目中亮相。从目前来看，这项规模为1万亿美元的提案若想在美国国会获得通过，需要克服重重困难。</p>\n<p>7、<a href=\"https://laohu8.com/S/DB\">德意志银行</a>放弃做多欧元/美元交易 因美联储转向鹰派</p>\n<p><a href=\"https://laohu8.com/S/0H7D.UK\">德意志银行</a>周三结束做多欧元兑美元的交易建议，因美联储决策者提前加息预期，推动欧元创下去年12月以来最大跌幅。</p>\n<p>8、纽约汇市：美联储转向鹰派 美元创出5个月最大涨幅</p>\n<p>周三美元指数创出1月以来最大涨幅，之前美联储决策者暗示他们预计到2023年底前将加息两次，一些美联储官员甚至预计最早在明年加息。欧元创出今年最大跌幅。</p>\n<p>9、IMF总裁：疫苗是今年“最重要”经济政策，重要性凌驾于所有其他政策</p>\n<p>国际货币基金组织（IMF）总裁克里斯塔琳娜-格奥尔基耶娃周三媒体组织的一场峰会上表示，随着世界试图从新型冠状病毒危机中恢复过来，疫苗政策今年将凌驾于所有其他经济政策之上。</p>\n<p>10、世界银行首席经济学家：通胀不仅仅是暂时的，我们面临大幅收紧政策的风险</p>\n<p>世界银行集团副总裁兼首席经济学家Carmen Reinhart接受彭博专访称“令人担忧的是，通胀不仅仅是暂时的现象 ”。</p>\n<p>11、<a href=\"https://laohu8.com/NW/2144790163\" target=\"_blank\">俄美日内瓦峰会结束，普京称“谈得不错”</a></p>\n<p>当地时间6月16日下午，俄美日内瓦峰会结束。会后，俄罗斯总统普京表示，他与拜登“谈得不错”。普京指出，他与拜登讨论了战略稳定性、贸易关系、地区安全和网络安全等问题。</p>\n<p>12、美国原油库存创4月以来最大降幅</p>\n<p><a href=\"https://laohu8.com/S/USEG\">美国能源</a>信息署（EIA）数据显示，美国原油库存连续第四周录得下降，且创4月以来最大降幅；另外上周国内原油产量为2020年5月29日当周以来最高。数据公布后WTI原油期货出现反弹。</p>\n<p>公司新闻</p>\n<p>1、<a href=\"https://laohu8.com/NW/2144037718\" target=\"_blank\">苹果CEO库克：欧盟拟议新规或令iPhone安全性受到威胁</a></p>\n<p>据报道，苹果公司CEO蒂姆·库克周三将矛头对准了欧盟方面提出的旨在限制美国科技巨头权力的规定，称这些规定可能会给iPhone带来安全和隐私风险。</p>\n<p>2、通用：芯片短缺继续 通胀上升将导致下半年成本支出猛增30亿美元</p>\n<p>周三下午，<a href=\"https://laohu8.com/S/GM\">通用汽车</a>公司首席财务官保罗-雅各布森表示，该公司预计半导体芯片短缺将继续，同时不断上升的通货膨胀率将导致该公司今年下半年的支出至多猛增30亿美元。</p>\n<p>3、高盛在摩根大通全球投资银行排名中摘得榜首</p>\n<p>摩根大通称，高盛是全球投资银行界的翘楚。目前该行业处于有史以来最好状态，有望实现每年至少5%的长期收入增长。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2144718740\" target=\"_blank\">看空中概教育股！大摩下调新东方、好未来和一起教育的评级和目标价</a></p>\n<p>好未来和新东方周三股价均大幅下跌，原因是<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>发布研报，下调了这两只股票以及整个中国课后辅导板块的评级。</p>\n<p>5、<a href=\"https://laohu8.com/NW/2143809794\" target=\"_blank\">谷歌母公司Alphabet自动驾驶部门Waymo再融资25亿美元</a></p>\n<p>据报道，谷歌母公司Alphabet旗下自动驾驶公司Waymo今日宣布，在第二轮外部融资中获得了25亿美元的投资。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"513500":"标普500ETF","DJX":"1/100道琼斯","DXD":"道指两倍做空ETF","QLD":"纳指两倍做多ETF","SH":"标普500反向ETF",".DJI":"道琼斯","UDOW":"道指三倍做多ETF-ProShares","SPY":"标普500ETF","DDM":"道指两倍做多ETF",".IXIC":"NASDAQ Composite","OEX":"标普100","SQQQ":"纳指三倍做空ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102332753","content_text":"摘要：美股全线收跌，道指跌0.77%；纳指跌0.24%；标普500指数跌0.54%；热门中概股周三收盘多数走低，教育股普跌；美油收盘续创两年多新高；黄金现货暴跌1.6％；美联储转鹰，预测2023年底前加息两次；俄美日内瓦峰会结束，普京称“谈得不错” 。\n\n海外市场\n1、美股全线收跌道指跌超260点！美联储转鹰发出加息讯号\n美股三大指数周三全线收跌，道指跌超300点，美国联邦公开市场委员会(FOMC)在6月会议上决定将其基准利率维持不变，但上调通胀预期，点阵图显示美联储在2023年底前将加息两次。鲍威尔在随后的新闻发布会上承认通胀暂时高企，但又表示减码QE无具体时间，并不考虑遥远的加息问题。截至收盘，道指跌0.77%；纳指跌0.24%；标普500指数跌0.54%。\n知名科技股中苹果涨0.39%；Facebook跌1.68%；亚马逊涨0.95%；微软跌0.38%；谷歌跌0.27%；奈飞涨0.1%；特斯拉涨0.92%。\n2、热门中概股周三收盘多数走低 教育股普跌\n热门中概股周三收盘多数走低，教育股普跌，好未来跌近17%。\n知名中概股方面，拼多多涨0.75%，京东涨0.92%，百度跌0.91%，B站涨0.31%，阿里巴巴跌0.35%，蔚来跌0.29%，理想汽车涨0.67%，小鹏汽车涨2.14%。\n3、欧股收盘涨跌不一 欧洲斯托克50指数涨0.22%\n德国DAX指数跌0.14%，法国CAC40指数涨0.2%，英国富时100指数涨0.18%，欧洲斯托克50指数涨0.22%。\n4、美油收盘续创两年多新高！美联储暗示提前加息后电子盘转跌\n因上周美国国内的原油库存减少逾700万桶，连续第四个星期下降。最终，美国WIT期货价格上涨0.04%，报收于每桶72.15美元；国际布伦特油价上涨0.5%，报收于每桶74.39美元，因上周美国原油库存减少740万桶，降幅超出预期。\n5、美联储预测到2023年底将加息两次，黄金现货应声暴跌1.6％\n黄金期货价格上涨0.3%，报收于每盎司1861.40美元，终结三连跌走势。在美联储公布货币政策决定后，金价在电子盘交易中转为下跌。\n6、美国国债大跌、曲线趋平 因美联储点阵图显示到2023年底两次加息\n美国国债跌至盘中低点、10年期国债收益率升至1.50%以上，因美联储最新的经济预测显示到2023年底会加息两次。短期超额准备金利率升高5个基点至0.15%。\n国际宏观\n1、一文读懂6月议息会议：美联储转鹰，预测2023年底前加息两次\n美联储在美国东部时间周三下午2点(北京时间周四凌晨2点)公布了6月份货币政策声明。这份声明显示，美国联邦公开市场委员会(FOMC)在此次会议上决定将其基准利率维持在0%到0.25%的目标区间不变，符合市场广泛预期。但点阵图预测美联储2023年底前将至少加息两次。\n2、美联储将超额准备金利率和逆回购协议利率分别上调5个基点\n美联储周三维持联邦基金利率目标区间不变，但调整了其用来帮助控制基准利率的一些政策工具的利率。\n3、美国财长耶伦：今年美国的通胀率将超出拜登政府预期\n本周三，美国财政部长珍妮特-耶伦指出，在即将发布的年中经济预期报告中，白宫将上调其对今年美国通货膨胀率的预期。当前，消费者价格的不断飙升，让越来越的多人担忧不已。\n4、美联储这次的鹰派点阵图可能很难“打圆场”\n美联储主席杰罗姆·鲍威尔有个习惯，就是新闻发布会上的措辞比联邦公开市场委员会会议公告还要鸽派一些。这让看涨债券的人有机会逢低吸纳。这次的点阵图很难“打圆场”，但鲍威尔还是努力试了试：告诉我们在解读的时候不要全盘接受。\n5、美联储主席鲍威尔：通胀明显上升，但目前并没有缩减QE的具体时间\n美联储6月份货币政声明显示，美国联邦公开市场委员会（FOMC）在此次会议上决定将其基准利率维持在0%到0.25%的目标区间不变，每月债券购买规模也保持在1200亿美元，符合市场广泛预期。\n6、两党基建计划谈判继续“难产” 1万亿美元无增税提议难讨议员欢心\n近日，美国10位民主党和共和党参议员共同提出的基础设施提案在万众瞩目中亮相。从目前来看，这项规模为1万亿美元的提案若想在美国国会获得通过，需要克服重重困难。\n7、德意志银行放弃做多欧元/美元交易 因美联储转向鹰派\n德意志银行周三结束做多欧元兑美元的交易建议，因美联储决策者提前加息预期，推动欧元创下去年12月以来最大跌幅。\n8、纽约汇市：美联储转向鹰派 美元创出5个月最大涨幅\n周三美元指数创出1月以来最大涨幅，之前美联储决策者暗示他们预计到2023年底前将加息两次，一些美联储官员甚至预计最早在明年加息。欧元创出今年最大跌幅。\n9、IMF总裁：疫苗是今年“最重要”经济政策，重要性凌驾于所有其他政策\n国际货币基金组织（IMF）总裁克里斯塔琳娜-格奥尔基耶娃周三媒体组织的一场峰会上表示，随着世界试图从新型冠状病毒危机中恢复过来，疫苗政策今年将凌驾于所有其他经济政策之上。\n10、世界银行首席经济学家：通胀不仅仅是暂时的，我们面临大幅收紧政策的风险\n世界银行集团副总裁兼首席经济学家Carmen Reinhart接受彭博专访称“令人担忧的是，通胀不仅仅是暂时的现象 ”。\n11、俄美日内瓦峰会结束，普京称“谈得不错”\n当地时间6月16日下午，俄美日内瓦峰会结束。会后，俄罗斯总统普京表示，他与拜登“谈得不错”。普京指出，他与拜登讨论了战略稳定性、贸易关系、地区安全和网络安全等问题。\n12、美国原油库存创4月以来最大降幅\n美国能源信息署（EIA）数据显示，美国原油库存连续第四周录得下降，且创4月以来最大降幅；另外上周国内原油产量为2020年5月29日当周以来最高。数据公布后WTI原油期货出现反弹。\n公司新闻\n1、苹果CEO库克：欧盟拟议新规或令iPhone安全性受到威胁\n据报道，苹果公司CEO蒂姆·库克周三将矛头对准了欧盟方面提出的旨在限制美国科技巨头权力的规定，称这些规定可能会给iPhone带来安全和隐私风险。\n2、通用：芯片短缺继续 通胀上升将导致下半年成本支出猛增30亿美元\n周三下午，通用汽车公司首席财务官保罗-雅各布森表示，该公司预计半导体芯片短缺将继续，同时不断上升的通货膨胀率将导致该公司今年下半年的支出至多猛增30亿美元。\n3、高盛在摩根大通全球投资银行排名中摘得榜首\n摩根大通称，高盛是全球投资银行界的翘楚。目前该行业处于有史以来最好状态，有望实现每年至少5%的长期收入增长。\n4、看空中概教育股！大摩下调新东方、好未来和一起教育的评级和目标价\n好未来和新东方周三股价均大幅下跌，原因是摩根士丹利发布研报，下调了这两只股票以及整个中国课后辅导板块的评级。\n5、谷歌母公司Alphabet自动驾驶部门Waymo再融资25亿美元\n据报道，谷歌母公司Alphabet旗下自动驾驶公司Waymo今日宣布，在第二轮外部融资中获得了25亿美元的投资。","news_type":1},"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
