Tyliew personal page - To The Moon

Tyliew

Tyliew

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2023-04-07

$亚马逊(AMZN)$

2023-04-05

[鼓掌] [强]

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2023-03-30

[强]

@美港电讯APP:2023年科技股上演一路“狂飆”？

2023-03-30

y

@首席消费官:【華潤置地：2022年綜合營業額2070.6億元，按年下降2.4%】華潤置地（01109.HK）公佈2022年業績，2022年全年綜合營業額爲2070.6億元，按年下降2.4%。剔除租金減免影響，營業額192.6億元，按年增長10.5%。2022年扣除投資物業重估增值後的核心股東應占溢利270.0億元，同比增長1.5%；計入投資物業重估增值後的股東應占溢利280.9億元，同比下降13.3%。董事會建議宣派末期股息每股1.219元（摺合港幣1.394元），計入中期股息每股0.182元（摺合港幣0.208元），2022年全年股息按年增長1.5%至每股1.401元（摺合港幣1.602元）。（公司公告）

2023-03-20

‌[惊讶] ‌

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2023-03-16

$亚马逊(AMZN)$ [生气]

2023-03-13

$Farfetch Ltd(FTCH)$ [得意]

2023-03-13

$老虎证券(TIGR)$ [流泪]

2023-03-12

$亚马逊(AMZN)$ [得意]

2023-03-03

😄

@中国基金报:突發利空！600億白馬一字跌停，60多萬手封死！剛剛，易綱重磅發聲！信息量很大

2023-03-02

😀😃

@Specialist Share Education: Early Stage Stocks - the Opportunity of the Decade?

2023-01-26

[惊讶]

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2023-01-22

$亚马逊(AMZN)$

2023-01-19

$亚马逊(AMZN)$

2023-01-17

[得意]

@氨基观察:CD47靶點拓荒之旅，距離真相越來越近

2023-01-05

[惊讶]

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2023-01-05

[得意]

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2023-01-05

[呆住]

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2023-01-04

$虎牙(HUYA)$ [得意] [财迷]

2023-01-04

[暗中观察]

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[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948698920","repostId":"1129840666","repostType":4,"isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941829099,"gmtCreate":1680140407211,"gmtModify":1680140410647,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"[强]","listText":"[强]","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941829099","repostId":"659532252","repostType":1,"repost":{"id":659532252,"gmtCreate":1680138999877,"gmtModify":1680139846725,"author":{"id":"3474364984991596","authorId":"3474364984991596","name":"美港电讯APP","avatar":"https://static.tigerbbs.com/07fc4dd12655ae04e389a2e9b8308cb4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474364984991596","authorIdStr":"3474364984991596"},"themes":[],"title":"2023年科技股上演一路“狂飆”？","htmlText":"2022年，科技股哀鴻遍野，多隻股票跌幅高達90%，但進入今年第一季度，科技股就已經跑贏大盤了。徹底重置了去年的估值和預期後，許多科技公司將更多的注意力放在了成本控制上，部分公司實現盈利目標的進度甚至大大加快，令市場感到意外。儘管宏觀環境可能會在短期內給增收帶來負面影響，市場還沒做好迎接科技公司利潤大漲的準備。本文中，作者深入研究了科技股走強的背後推手，並預測下一alpha來源。科技股今年爲何暴漲？今年， <a href=\"https://laohu8.com/S/.SPX\">$標普500(.SPX)$</a> 僅小幅上漲，標普銀行指數則跌了近20%，但科技行業ETF卻漲了16.4%，Invesco QQQ ETF則漲了16%。科技股爲何表現優異？首先，科技行業的估值已經被狠狠地重設了。以下爲幾家知名科技公司的市銷率情況:隨着估值重設，華爾街或開始更多地關注潛在基本面。加息增加了經濟衰退的可能性，宏觀環境已經變得不明朗，這對許多科技公司的營收增長產生了重大影響，也推動了上述的估值重置。許多大型科技公司的營收增長都顯示出了彈性，與更依賴經濟狀況的同行相比，它們的表現更好。但科技公司的另一舉措也引起了華爾街的注意。以知名科技巨頭 <a href=\"https://laohu8.com/S/CRM\">$賽富時(CRM)$</a> 爲例，該公司最新業績發佈後，股價飆升。Salesforce裁員近10%，全年利潤指引提高，並在兩年內將non-GAAP營業利潤率提高到30%。Salesforce首席執行官馬克·貝尼奧夫稱自己公司爲“軟件巨頭中表現最好的公司之一”。最重要的是，管理團隊還宣佈將股票回購授權增加至200億美元。當前股價爲遠期每股收益的27倍。Okta是受重創的科技股之一，其股價較峯值下跌了70%。該公司今年的營收增長預期僅爲17%，相比之下，其在疫情期間的中期營收增長預期爲","listText":"2022年，科技股哀鴻遍野，多隻股票跌幅高達90%，但進入今年第一季度，科技股就已經跑贏大盤了。徹底重置了去年的估值和預期後，許多科技公司將更多的注意力放在了成本控制上，部分公司實現盈利目標的進度甚至大大加快，令市場感到意外。儘管宏觀環境可能會在短期內給增收帶來負面影響，市場還沒做好迎接科技公司利潤大漲的準備。本文中，作者深入研究了科技股走強的背後推手，並預測下一alpha來源。科技股今年爲何暴漲？今年， <a href=\"https://laohu8.com/S/.SPX\">$標普500(.SPX)$</a> 僅小幅上漲，標普銀行指數則跌了近20%，但科技行業ETF卻漲了16.4%，Invesco QQQ ETF則漲了16%。科技股爲何表現優異？首先，科技行業的估值已經被狠狠地重設了。以下爲幾家知名科技公司的市銷率情況:隨着估值重設，華爾街或開始更多地關注潛在基本面。加息增加了經濟衰退的可能性，宏觀環境已經變得不明朗，這對許多科技公司的營收增長產生了重大影響，也推動了上述的估值重置。許多大型科技公司的營收增長都顯示出了彈性，與更依賴經濟狀況的同行相比，它們的表現更好。但科技公司的另一舉措也引起了華爾街的注意。以知名科技巨頭 <a href=\"https://laohu8.com/S/CRM\">$賽富時(CRM)$</a> 爲例，該公司最新業績發佈後，股價飆升。Salesforce裁員近10%，全年利潤指引提高，並在兩年內將non-GAAP營業利潤率提高到30%。Salesforce首席執行官馬克·貝尼奧夫稱自己公司爲“軟件巨頭中表現最好的公司之一”。最重要的是，管理團隊還宣佈將股票回購授權增加至200億美元。當前股價爲遠期每股收益的27倍。Okta是受重創的科技股之一，其股價較峯值下跌了70%。該公司今年的營收增長預期僅爲17%，相比之下，其在疫情期間的中期營收增長預期爲","text":"2022年，科技股哀鴻遍野，多隻股票跌幅高達90%，但進入今年第一季度，科技股就已經跑贏大盤了。徹底重置了去年的估值和預期後，許多科技公司將更多的注意力放在了成本控制上，部分公司實現盈利目標的進度甚至大大加快，令市場感到意外。儘管宏觀環境可能會在短期內給增收帶來負面影響，市場還沒做好迎接科技公司利潤大漲的準備。本文中，作者深入研究了科技股走強的背後推手，並預測下一alpha來源。科技股今年爲何暴漲？今年， $標普500(.SPX)$ 僅小幅上漲，標普銀行指數則跌了近20%，但科技行業ETF卻漲了16.4%，Invesco QQQ ETF則漲了16%。科技股爲何表現優異？首先，科技行業的估值已經被狠狠地重設了。以下爲幾家知名科技公司的市銷率情況:隨着估值重設，華爾街或開始更多地關注潛在基本面。加息增加了經濟衰退的可能性，宏觀環境已經變得不明朗，這對許多科技公司的營收增長產生了重大影響，也推動了上述的估值重置。許多大型科技公司的營收增長都顯示出了彈性，與更依賴經濟狀況的同行相比，它們的表現更好。但科技公司的另一舉措也引起了華爾街的注意。以知名科技巨頭 $賽富時(CRM)$ 爲例，該公司最新業績發佈後，股價飆升。Salesforce裁員近10%，全年利潤指引提高，並在兩年內將non-GAAP營業利潤率提高到30%。Salesforce首席執行官馬克·貝尼奧夫稱自己公司爲“軟件巨頭中表現最好的公司之一”。最重要的是，管理團隊還宣佈將股票回購授權增加至200億美元。當前股價爲遠期每股收益的27倍。Okta是受重創的科技股之一，其股價較峯值下跌了70%。該公司今年的營收增長預期僅爲17%，相比之下，其在疫情期間的中期營收增長預期爲","images":[{"img":"https://static.tigerbbs.com/3e4950f49e5da14f65cd7d38dd96b08d","width":"635","height":"467"},{"img":"https://static.tigerbbs.com/6d38ddfe733095ee68d08f01e197182d","width":"635","height":"450"},{"img":"https://static.tigerbbs.com/e35c7e707e489384d532342779592a0e","width":"817","height":"320"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/659532252","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941820792,"gmtCreate":1680140393117,"gmtModify":1680140396833,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"y","listText":"y","text":"y","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941820792","repostId":"659519134","repostType":1,"repost":{"id":659519134,"gmtCreate":1680140130630,"gmtModify":1680140216756,"author":{"id":"3472778809742911","authorId":"3472778809742911","name":"首席消费官","avatar":"https://static.tigerbbs.com/20ea29a21d2a4d13a41a9a44d28e8cc5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472778809742911","authorIdStr":"3472778809742911"},"themes":[],"htmlText":"【華潤置地：2022年綜合營業額2070.6億元，按年下降2.4%】華潤置地（01109.HK）公佈2022年業績，2022年全年綜合營業額爲2070.6億元，按年下降2.4%。剔除租金減免影響，營業額192.6億元，按年增長10.5%。2022年扣除投資物業重估增值後的核心股東應占溢利270.0億元，同比增長1.5%；計入投資物業重估增值後的股東應占溢利280.9億元，同比下降13.3%。董事會建議宣派末期股息每股1.219元（摺合港幣1.394元），計入中期股息每股0.182元（摺合港幣0.208元），2022年全年股息按年增長1.5%至每股1.401元（摺合港幣1.602元）。（公司公告）","listText":"【華潤置地：2022年綜合營業額2070.6億元，按年下降2.4%】華潤置地（01109.HK）公佈2022年業績，2022年全年綜合營業額爲2070.6億元，按年下降2.4%。剔除租金減免影響，營業額192.6億元，按年增長10.5%。2022年扣除投資物業重估增值後的核心股東應占溢利270.0億元，同比增長1.5%；計入投資物業重估增值後的股東應占溢利280.9億元，同比下降13.3%。董事會建議宣派末期股息每股1.219元（摺合港幣1.394元），計入中期股息每股0.182元（摺合港幣0.208元），2022年全年股息按年增長1.5%至每股1.401元（摺合港幣1.602元）。（公司公告）","text":"【華潤置地：2022年綜合營業額2070.6億元，按年下降2.4%】華潤置地（01109.HK）公佈2022年業績，2022年全年綜合營業額爲2070.6億元，按年下降2.4%。剔除租金減免影響，營業額192.6億元，按年增長10.5%。2022年扣除投資物業重估增值後的核心股東應占溢利270.0億元，同比增長1.5%；計入投資物業重估增值後的股東應占溢利280.9億元，同比下降13.3%。董事會建議宣派末期股息每股1.219元（摺合港幣1.394元），計入中期股息每股0.182元（摺合港幣0.208元），2022年全年股息按年增長1.5%至每股1.401元（摺合港幣1.602元）。（公司公告）","images":[{"img":"https://static.tigerbbs.com/fe35cbe8f78a5d075df1de83f5455e18","width":"788","height":"809"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/659519134","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943164648,"gmtCreate":1679291936485,"gmtModify":1679291940234,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"‌<a 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[生气]","images":[{"img":"https://community-static.tradeup.com/news/43d9533d29351ca849313badb58f228c","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949749389","isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9949254831,"gmtCreate":1678711374524,"gmtModify":1678711376853,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FTCH\">$Farfetch Ltd(FTCH)$ &nbsp;</a>[得意]&nbsp;","listText":"<a href=\"https://ttm.financial/S/FTCH\">$Farfetch Ltd(FTCH)$ &nbsp;</a>[得意]&nbsp;","text":"$Farfetch Ltd(FTCH)$ [得意]","images":[{"img":"https://community-static.tradeup.com/news/4a43ab53fd0b1a155c8fa8efed62b1f6","width":"1080","height":"2242"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949254831","isVote":1,"tweetType":1,"viewCount":677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9949255257,"gmtCreate":1678710978380,"gmtModify":1678710982462,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$ &nbsp;</a>[流泪]&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$ &nbsp;</a>[流泪]&nbsp;","text":"$老虎证券(TIGR)$ [流泪]","images":[{"img":"https://community-static.tradeup.com/news/3f07542a6e3ec004441b67cd4f1023cb","width":"1080","height":"2242"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9949255257","isVote":1,"tweetType":1,"viewCount":896,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3565163058838010","authorId":"3565163058838010","name":"1M55","avatar":"https://community-static.tradeup.com/news/0bd27cbcf695e34991231d096c06c44d","crmLevel":2,"crmLevelSwitch":1,"idStr":"3565163058838010","authorIdStr":"3565163058838010"},"content":"a crown hat designed to say bye bye. TIGR is just this value. no future in stock price. one day have to accept investing in this.","text":"a crown hat designed to say bye bye. TIGR is just this value. no future in stock price. one day have to accept investing in this.","html":"a crown hat designed to say bye bye. 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&nbsp;盤面上，芯片行業連迎利好提振信心，MCU、Chiplet、存儲器概念漲幅居前；計算機、通信回調，昨日火熱的時空大數據、ChatGPT題材領跌，浪潮信息一字跌停，中國電信開盤跌超2%。截至發稿，深證成指、創業板指相繼轉跌，上證指數維持高位震盪。港股市場上，三大指數又是集體高開的一天：恆指高開1.34%，恆生國企指數漲1.61%，恆生科技指數漲2.58%。科技股普漲，百度漲4.5%領漲藍籌；嗶哩嗶哩績後漲超10%，小鵬汽車、京東漲近4%。來看詳情——數字概念啞火？浪潮信息一字跌停昨日市場還在爭論，浪潮信息和漢王科技誰纔是“數字經濟第一股”。今日開盤，兩家便雙雙出現大跌。3月3日上午開盤，浪潮信息即走出一字跌停，股價跌至38.84元/股，市值569億元。截至發稿，浪潮科技賣1封單接近66萬手。股吧內，股民們也是吵翻了天，紛紛追問跌停原因。有股民猜測稱，浪潮信息的大跌或與“英偉達斷供”、“黑名單”等相關。據財聯社消息，美國商務部當地時間3月2日發佈公告，以涉及國家安全等無理理由，將28箇中國實體列入實體清單，包括第四範式、 香港華大基因科技服務有限公司、浪潮集團、龍芯中科、盛科通信等。針對美國或擴大對浪潮等中國企業實施出口禁令的消息，浪潮信息迴應媒體稱，公司正在進一步覈實評估 ，暫無更多信息同步。作爲數字經濟的行業巨頭，浪潮信息近期股價大漲，即便在今日大跌之際，其今年以來股價漲幅也達到了80.48%，最近20日漲幅59.05%。昨日晚間，浪潮信息發佈投資者關係活動記錄表顯示，浪潮信息接受機構調研時表示，公司主要客戶需求穩定，並積極拓展行業中小客戶及其","text":"中國基金報記者 晨曦大家好！又到了美好的週五，來一起關注今天市場的開盤情況及最新資訊~3月3日上午，上證指數高開0.12%，深證成指漲0.11%，創業板指漲0.21%。 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data-views=\"1\"></v-v>[得意]&nbsp;","text":"$特斯拉(TSLA)$[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989405943","isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932190553,"gmtCreate":1662887441973,"gmtModify":1676537158226,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"[得意]&nbsp;","listText":"[得意]&nbsp;","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9932190553","repostId":"1156732473","repostType":4,"repost":{"id":"1156732473","kind":"news","pubTimestamp":1662864340,"share":"https://ttm.financial/m/news/1156732473?lang=&edition=fundamental","pubTime":"2022-09-11 10:45","market":"us","language":"zh","title":"又现“扫金热”！“黄金艰难的夏天”，巨头们却纷纷出手！","url":"https://stock-news.laohu8.com/highlight/detail?id=1156732473","media":"华尔街见闻","summary":"外资巨头的出手意味着什么？在业内分析人士看来，当前黄金市场的悲观预期正被市场充分计价，黄金或在未来迎来探底回升的窗口。尽管美元的持续走强给黄金带来不小压力，但更喜欢逆势布局的外资巨头们，却已开始出手，","content":"<html><head></head><body><blockquote>外资巨头的出手意味着什么？在业内分析人士看来，当前黄金市场的悲观预期正被市场充分计价，黄金或在未来迎来探底回升的窗口。</blockquote><p>尽管美元的持续走强给黄金带来不小压力，但更喜欢逆势布局的外资巨头们，却已开始出手，大幅加仓黄金ETF。</p><p>根据最新披露的基金半年报，全球最大对冲基金桥水旗下私募产品现身多只黄金ETF的前十大持有人名单。数据显示，截至今年6月底，桥水（中国）投资管理有限公司持有博时黄金ETF、华安黄金易ETF和易方达黄金ETF合计2.14亿份，持有市值达8.14亿元。</p><p>外资巨头的出手意味着什么？在业内分析人士看来，当前黄金市场的悲观预期正被市场充分计价，黄金或在未来迎来探底回升的窗口。</p><p><b>各大机构纷纷出手购金</b></p><p>博时黄金ETF半年报显示，截至上半年末，桥水全天候增强型中国私募证券投资基金三号、桥水全天候增强型中国私募证券投资基金一号和桥水全天候增强型中国私募证券投资基金二号分别持有该基金4662.48万份、929.42万份和871.06万份，分列其第二、第五和第六大持有人。<img src=\"https://static.tigerbbs.com/d84e9ebb320e0c5cf942975e5d8f6409\" tg-width=\"800\" tg-height=\"368\" referrerpolicy=\"no-referrer\"/></p><p>桥水中国的上述3只基金也出现在华安黄金易ETF和易方达黄金ETF的十大持有人名单中。</p><p><img src=\"https://static.tigerbbs.com/d923e513e32f394e52f117fd17238ef7\" tg-width=\"800\" tg-height=\"377\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/f132a9df386c1583a50ba16302ccabe1\" tg-width=\"800\" tg-height=\"402\" referrerpolicy=\"no-referrer\"/></p><p>实际上，除了桥水基金，多家内外资机构也在“扫货”黄金ETF。<a href=\"https://laohu8.com/S/BCS\">巴克莱银行</a>同时现身博时黄金ETF和华安黄金易ETF，对这两只ETF的持有份额分别为444.52万份和2110万份。</p><p>此外，<a href=\"https://laohu8.com/S/600030\">中信证券</a>、<a href=\"https://laohu8.com/S/000776\">广发证券</a>、<a href=\"https://laohu8.com/S/601688\">华泰证券</a>和国盛证券同时现身博时黄金ETF，合计持有2567万份；兴全优选进取三个月持有期混合型基金中基金和华商嘉悦稳健养老目标一年持有期混合型发起式基金中基金(FOF)则分列华安黄金易ETF第九和第十大持有人。</p><p>公开资料显示，今年以来，上述3只黄金ETF均取得正收益。尤其是第一季度期间，伴随着全球股市及商品市场的震荡，黄金的避险功能凸显，黄金ETF也因此获得不错的收益。</p><p><b>金价短期陷入低迷</b></p><p>值得关注的是，在通胀持续走高的背景下，欧美央行普遍采取更为激进的货币政策来应对。</p><p>今年6月美联储议息会议大幅加息 75个基点，创下近30年以来最大幅度的单次加息后，点阵图显示后续加息路径较为激进，叠加美联储6月正式开启缩表，美国实际利率在二季度出现大幅回升，导致国际金价二季度持续承压走弱。</p><p>对此，世界黄金协会用“黄金艰难的夏天”来形容刚刚过去的这1个月的金价表现。来自世界黄金协会的统计显示，截至8月，金价环比走低，下跌2%至1715.9美元/盎司，已是连续第5个月下跌。而自7月中旬开始的反弹在未能突破1800美元/盎司的阻力位后，在8月中旬再度失去动力。</p><p>数据同时显示，从整体持仓看，8月全球黄金ETF流出51吨，与金价表现相一致，这也是黄金ETF连续第4个月出现外流。</p><p><img src=\"https://static.tigerbbs.com/91085dcbf94672dadd6ad1d385fbd9ec\" tg-width=\"800\" tg-height=\"515\" referrerpolicy=\"no-referrer\"/></p><p>世界黄金协会分析认为，这一表现是在收益率持续上升和美元走强的背景下出现的，背后原因正是因为美联储重申了其进一步收紧货币政策的承诺。</p><p><b>逢低配置或是良策</b></p><p>北京时间9月8日晚，欧洲央行召开货币政策会议，宣布将三大关键利率上调75个基点，调整后的利率将于9月14日生效。欧洲央行表示，当前通胀率仍过高，预计后续将进一步加息以抑制通胀。</p><p>对此，华泰期货的研报称，虽然欧洲央行如期加息，美联储官员的鹰派态度也不曾改变，但从桥水等知名基金大举增持黄金ETF的动作可以看出，目前机构对于黄金资产的配置仍存需求，黄金可适当逢低多配。</p><p>世界黄金协会的统计显示，今年1至4月份之间黄金ETF累计流入量的三分之二已被近期的流出相抵消。尽管如此，世界黄金协会仍认为，黄金交易量有望在9月份出现回升。</p><p>“在8月，黄金的交易量降至每天1090亿美元，远低于7月份的水平（1490亿美元）和第二季度的月均值（1260亿美元）。随着市场活动的回升，我们将继续关注期货头寸和ETF流量。”世界黄金协会表示，这两个指标是观察黄金市场情绪的关键指标。他们也预计，随着季节性因素的影响，将导致消费者需求增加，也可能使得黄金的交易水平提升。</p><p><a href=\"https://laohu8.com/S/600016\">民生银行</a>金融市场部分析师汤湘滨认为，短期看国际金价依然受美元强势的压制，目前国际金价还处于底部震荡状态，四季度后有望逐步反弹。“预计在美联储9月议息会议前，国际金价仍会在每盎司1680美元至1740美元这一底部区间震荡。而在9月议息会议靴子落地后，预计国际金价将转向反弹，建议在国际金价承压回落至1720美元下方时入场。”</p></body></html>","source":"wallstreetcn_api","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>又现“扫金热”！“黄金艰难的夏天”，巨头们却纷纷出手！</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又现“扫金热”！“黄金艰难的夏天”，巨头们却纷纷出手！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-11 10:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3670050><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>外资巨头的出手意味着什么？在业内分析人士看来，当前黄金市场的悲观预期正被市场充分计价，黄金或在未来迎来探底回升的窗口。尽管美元的持续走强给黄金带来不小压力，但更喜欢逆势布局的外资巨头们，却已开始出手，大幅加仓黄金ETF。根据最新披露的基金半年报，全球最大对冲基金桥水旗下私募产品现身多只黄金ETF的前十大持有人名单。数据显示，截至今年6月底，桥水（中国）投资管理有限公司持有博时黄金ETF、华安黄金易...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3670050\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4be30a3c11bd91e9d1f864c6a098fab1","relate_stocks":{"159831":"黄金","159934":"黄金ETF","518880":"黄金ETF","IAU":"黄金信托ETF(iShares)","GDX":"黄金矿业ETF-VanEck","GLD":"SPDR黄金ETF","DUST":"二倍做空黄金矿业指数ETF-Direxion","NUGT":"二倍做多黄金矿业指数ETF-Direxion"},"source_url":"https://wallstreetcn.com/articles/3670050","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156732473","content_text":"外资巨头的出手意味着什么？在业内分析人士看来，当前黄金市场的悲观预期正被市场充分计价，黄金或在未来迎来探底回升的窗口。尽管美元的持续走强给黄金带来不小压力，但更喜欢逆势布局的外资巨头们，却已开始出手，大幅加仓黄金ETF。根据最新披露的基金半年报，全球最大对冲基金桥水旗下私募产品现身多只黄金ETF的前十大持有人名单。数据显示，截至今年6月底，桥水（中国）投资管理有限公司持有博时黄金ETF、华安黄金易ETF和易方达黄金ETF合计2.14亿份，持有市值达8.14亿元。外资巨头的出手意味着什么？在业内分析人士看来，当前黄金市场的悲观预期正被市场充分计价，黄金或在未来迎来探底回升的窗口。各大机构纷纷出手购金博时黄金ETF半年报显示，截至上半年末，桥水全天候增强型中国私募证券投资基金三号、桥水全天候增强型中国私募证券投资基金一号和桥水全天候增强型中国私募证券投资基金二号分别持有该基金4662.48万份、929.42万份和871.06万份，分列其第二、第五和第六大持有人。桥水中国的上述3只基金也出现在华安黄金易ETF和易方达黄金ETF的十大持有人名单中。实际上，除了桥水基金，多家内外资机构也在“扫货”黄金ETF。巴克莱银行同时现身博时黄金ETF和华安黄金易ETF，对这两只ETF的持有份额分别为444.52万份和2110万份。此外，中信证券、广发证券、华泰证券和国盛证券同时现身博时黄金ETF，合计持有2567万份；兴全优选进取三个月持有期混合型基金中基金和华商嘉悦稳健养老目标一年持有期混合型发起式基金中基金(FOF)则分列华安黄金易ETF第九和第十大持有人。公开资料显示，今年以来，上述3只黄金ETF均取得正收益。尤其是第一季度期间，伴随着全球股市及商品市场的震荡，黄金的避险功能凸显，黄金ETF也因此获得不错的收益。金价短期陷入低迷值得关注的是，在通胀持续走高的背景下，欧美央行普遍采取更为激进的货币政策来应对。今年6月美联储议息会议大幅加息 75个基点，创下近30年以来最大幅度的单次加息后，点阵图显示后续加息路径较为激进，叠加美联储6月正式开启缩表，美国实际利率在二季度出现大幅回升，导致国际金价二季度持续承压走弱。对此，世界黄金协会用“黄金艰难的夏天”来形容刚刚过去的这1个月的金价表现。来自世界黄金协会的统计显示，截至8月，金价环比走低，下跌2%至1715.9美元/盎司，已是连续第5个月下跌。而自7月中旬开始的反弹在未能突破1800美元/盎司的阻力位后，在8月中旬再度失去动力。数据同时显示，从整体持仓看，8月全球黄金ETF流出51吨，与金价表现相一致，这也是黄金ETF连续第4个月出现外流。世界黄金协会分析认为，这一表现是在收益率持续上升和美元走强的背景下出现的，背后原因正是因为美联储重申了其进一步收紧货币政策的承诺。逢低配置或是良策北京时间9月8日晚，欧洲央行召开货币政策会议，宣布将三大关键利率上调75个基点，调整后的利率将于9月14日生效。欧洲央行表示，当前通胀率仍过高，预计后续将进一步加息以抑制通胀。对此，华泰期货的研报称，虽然欧洲央行如期加息，美联储官员的鹰派态度也不曾改变，但从桥水等知名基金大举增持黄金ETF的动作可以看出，目前机构对于黄金资产的配置仍存需求，黄金可适当逢低多配。世界黄金协会的统计显示，今年1至4月份之间黄金ETF累计流入量的三分之二已被近期的流出相抵消。尽管如此，世界黄金协会仍认为，黄金交易量有望在9月份出现回升。“在8月，黄金的交易量降至每天1090亿美元，远低于7月份的水平（1490亿美元）和第二季度的月均值（1260亿美元）。随着市场活动的回升，我们将继续关注期货头寸和ETF流量。”世界黄金协会表示，这两个指标是观察黄金市场情绪的关键指标。他们也预计，随着季节性因素的影响，将导致消费者需求增加，也可能使得黄金的交易水平提升。民生银行金融市场部分析师汤湘滨认为，短期看国际金价依然受美元强势的压制，目前国际金价还处于底部震荡状态，四季度后有望逐步反弹。“预计在美联储9月议息会议前，国际金价仍会在每盎司1680美元至1740美元这一底部区间震荡。而在9月议息会议靴子落地后，预计国际金价将转向反弹，建议在国际金价承压回落至1720美元下方时入场。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948698920,"gmtCreate":1680692718861,"gmtModify":1680692722519,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"[鼓掌]&nbsp;[强]&nbsp;","listText":"[鼓掌]&nbsp;[强]&nbsp;","text":"[鼓掌] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948698920","repostId":"1129840666","repostType":4,"isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941829099,"gmtCreate":1680140407211,"gmtModify":1680140410647,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"[强]","listText":"[强]","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941829099","repostId":"659532252","repostType":1,"repost":{"id":659532252,"gmtCreate":1680138999877,"gmtModify":1680139846725,"author":{"id":"3474364984991596","authorId":"3474364984991596","name":"美港电讯APP","avatar":"https://static.tigerbbs.com/07fc4dd12655ae04e389a2e9b8308cb4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474364984991596","authorIdStr":"3474364984991596"},"themes":[],"title":"2023年科技股上演一路“狂飆”？","htmlText":"2022年，科技股哀鴻遍野，多隻股票跌幅高達90%，但進入今年第一季度，科技股就已經跑贏大盤了。徹底重置了去年的估值和預期後，許多科技公司將更多的注意力放在了成本控制上，部分公司實現盈利目標的進度甚至大大加快，令市場感到意外。儘管宏觀環境可能會在短期內給增收帶來負面影響，市場還沒做好迎接科技公司利潤大漲的準備。本文中，作者深入研究了科技股走強的背後推手，並預測下一alpha來源。科技股今年爲何暴漲？今年， <a href=\"https://laohu8.com/S/.SPX\">$標普500(.SPX)$</a> 僅小幅上漲，標普銀行指數則跌了近20%，但科技行業ETF卻漲了16.4%，Invesco QQQ ETF則漲了16%。科技股爲何表現優異？首先，科技行業的估值已經被狠狠地重設了。以下爲幾家知名科技公司的市銷率情況:隨着估值重設，華爾街或開始更多地關注潛在基本面。加息增加了經濟衰退的可能性，宏觀環境已經變得不明朗，這對許多科技公司的營收增長產生了重大影響，也推動了上述的估值重置。許多大型科技公司的營收增長都顯示出了彈性，與更依賴經濟狀況的同行相比，它們的表現更好。但科技公司的另一舉措也引起了華爾街的注意。以知名科技巨頭 <a href=\"https://laohu8.com/S/CRM\">$賽富時(CRM)$</a> 爲例，該公司最新業績發佈後，股價飆升。Salesforce裁員近10%，全年利潤指引提高，並在兩年內將non-GAAP營業利潤率提高到30%。Salesforce首席執行官馬克·貝尼奧夫稱自己公司爲“軟件巨頭中表現最好的公司之一”。最重要的是，管理團隊還宣佈將股票回購授權增加至200億美元。當前股價爲遠期每股收益的27倍。Okta是受重創的科技股之一，其股價較峯值下跌了70%。該公司今年的營收增長預期僅爲17%，相比之下，其在疫情期間的中期營收增長預期爲","listText":"2022年，科技股哀鴻遍野，多隻股票跌幅高達90%，但進入今年第一季度，科技股就已經跑贏大盤了。徹底重置了去年的估值和預期後，許多科技公司將更多的注意力放在了成本控制上，部分公司實現盈利目標的進度甚至大大加快，令市場感到意外。儘管宏觀環境可能會在短期內給增收帶來負面影響，市場還沒做好迎接科技公司利潤大漲的準備。本文中，作者深入研究了科技股走強的背後推手，並預測下一alpha來源。科技股今年爲何暴漲？今年， <a href=\"https://laohu8.com/S/.SPX\">$標普500(.SPX)$</a> 僅小幅上漲，標普銀行指數則跌了近20%，但科技行業ETF卻漲了16.4%，Invesco QQQ ETF則漲了16%。科技股爲何表現優異？首先，科技行業的估值已經被狠狠地重設了。以下爲幾家知名科技公司的市銷率情況:隨着估值重設，華爾街或開始更多地關注潛在基本面。加息增加了經濟衰退的可能性，宏觀環境已經變得不明朗，這對許多科技公司的營收增長產生了重大影響，也推動了上述的估值重置。許多大型科技公司的營收增長都顯示出了彈性，與更依賴經濟狀況的同行相比，它們的表現更好。但科技公司的另一舉措也引起了華爾街的注意。以知名科技巨頭 <a href=\"https://laohu8.com/S/CRM\">$賽富時(CRM)$</a> 爲例，該公司最新業績發佈後，股價飆升。Salesforce裁員近10%，全年利潤指引提高，並在兩年內將non-GAAP營業利潤率提高到30%。Salesforce首席執行官馬克·貝尼奧夫稱自己公司爲“軟件巨頭中表現最好的公司之一”。最重要的是，管理團隊還宣佈將股票回購授權增加至200億美元。當前股價爲遠期每股收益的27倍。Okta是受重創的科技股之一，其股價較峯值下跌了70%。該公司今年的營收增長預期僅爲17%，相比之下，其在疫情期間的中期營收增長預期爲","text":"2022年，科技股哀鴻遍野，多隻股票跌幅高達90%，但進入今年第一季度，科技股就已經跑贏大盤了。徹底重置了去年的估值和預期後，許多科技公司將更多的注意力放在了成本控制上，部分公司實現盈利目標的進度甚至大大加快，令市場感到意外。儘管宏觀環境可能會在短期內給增收帶來負面影響，市場還沒做好迎接科技公司利潤大漲的準備。本文中，作者深入研究了科技股走強的背後推手，並預測下一alpha來源。科技股今年爲何暴漲？今年， $標普500(.SPX)$ 僅小幅上漲，標普銀行指數則跌了近20%，但科技行業ETF卻漲了16.4%，Invesco QQQ ETF則漲了16%。科技股爲何表現優異？首先，科技行業的估值已經被狠狠地重設了。以下爲幾家知名科技公司的市銷率情況:隨着估值重設，華爾街或開始更多地關注潛在基本面。加息增加了經濟衰退的可能性，宏觀環境已經變得不明朗，這對許多科技公司的營收增長產生了重大影響，也推動了上述的估值重置。許多大型科技公司的營收增長都顯示出了彈性，與更依賴經濟狀況的同行相比，它們的表現更好。但科技公司的另一舉措也引起了華爾街的注意。以知名科技巨頭 $賽富時(CRM)$ 爲例，該公司最新業績發佈後，股價飆升。Salesforce裁員近10%，全年利潤指引提高，並在兩年內將non-GAAP營業利潤率提高到30%。Salesforce首席執行官馬克·貝尼奧夫稱自己公司爲“軟件巨頭中表現最好的公司之一”。最重要的是，管理團隊還宣佈將股票回購授權增加至200億美元。當前股價爲遠期每股收益的27倍。Okta是受重創的科技股之一，其股價較峯值下跌了70%。該公司今年的營收增長預期僅爲17%，相比之下，其在疫情期間的中期營收增長預期爲","images":[{"img":"https://static.tigerbbs.com/3e4950f49e5da14f65cd7d38dd96b08d","width":"635","height":"467"},{"img":"https://static.tigerbbs.com/6d38ddfe733095ee68d08f01e197182d","width":"635","height":"450"},{"img":"https://static.tigerbbs.com/e35c7e707e489384d532342779592a0e","width":"817","height":"320"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/659532252","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}