SC1515 personal page - To The Moon

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2022-02-08

$NUTRYFARM INTERNATIONAL LTD(AZT.SI)$can believe again？

2021-07-31

down up up up，hopefully Monday is green all the way?

2023-01-02

go go

2023-03-06

$Carvana Co.(CVNA)$ oh no

2021-09-22

$STI ETF(ES3.SI)$when is good time？

08-11

$C3.ai, Inc.(AI)$

2023-03-04

ok

@港股挖掘机:與巴菲特對着幹！華爾街最神祕投行Lazard：臺積電(TSM.US)仍是一隻頂級股票

2023-03-04

$城市发展(C09.SI)$ jjjjj

2023-01-01

up up

2022-12-16

Go go Argentine

2022-12-09

[流泪]

Why Does Tesla (TSLA) Stock Keep Falling?

2021-09-21

anyone come and join us

2021-08-02

$STI ETF(ES3.SI)$oh no ?

Go to Tiger App to see more news

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拉扎德資產管理公司(Lazard Asset Management)稱其一直在買入芯片製造商臺積電(TSM.US)的股份。而該股在上個月在沒有任何解釋的情況下被沃倫·巴菲特旗下伯克希爾哈撒韋公司突然出售。 對於這位全球最著名的“買入並持有”投資者來說，伯克希爾對臺積電態度的反轉是不尋常的。據瞭解，伯克希爾於2月15日宣佈，已將臺積電股份削減了86%，導致該公司股價暴跌，投資者試圖找出原因。 數據顯示，就在三個月前，伯克希爾持有的股份價值約50億美元。而在全球最知名的新興市場投資和諮詢公司之一拉扎德的投資組合管理部門，臺積電現在是其新興市場股票投資組合中市值第二大的股票。 伯克希爾的一位代表沒有回覆記者就此次出售置評的請求。拉扎德拒絕透露自伯克希爾提交申請以來是否增持了臺積電的股票。 錯誤定價是主要原因? 1840億美元的基金紐約新興市場負責人詹姆斯·唐納德在伯克希爾新聞發佈一週後表示，臺積電是他最看好的股票之一，他最近買入了更多股票，因爲它“現在比以前更像是一種錯誤定價的證券”。 唐納德舉例稱，該公司的市盈率已經從原來的兩倍多降至約13倍，而股本回報率則超過30%。拉扎德從2006年開始買入這隻股票，唐納德表示，幾年前當估值開始看起來泡沫太大時，他也幾乎退出了這隻股票。 他表示:“我們非常接近於出售全部頭寸，我們仍然有一些上漲空間，但並不多，然後該股在去年的整個過程中下跌。從那以後，我們一直在增持頭寸。” 圖1 去年，臺積電和其他硬件和半導體制造商一起下跌34%，原因是投資者考慮到新冠疫情導致的供應中斷以及通脹飆升導致的電子產品需求下滑。疫情期間的芯片短缺凸顯了全球對少數生產商的依賴。 然而，臺積電在美國上市的股票今年上漲了19%，是摩根士丹利資本國際(MSCI)基準新興市場指數中權重最大的股票。在33個市場分析師建議中，有30個是“買","listText":"（全文約1300字，讀完需要4分鐘） 拉扎德資產管理公司(Lazard Asset Management)稱其一直在買入芯片製造商臺積電(TSM.US)的股份。而該股在上個月在沒有任何解釋的情況下被沃倫·巴菲特旗下伯克希爾哈撒韋公司突然出售。 對於這位全球最著名的“買入並持有”投資者來說，伯克希爾對臺積電態度的反轉是不尋常的。據瞭解，伯克希爾於2月15日宣佈，已將臺積電股份削減了86%，導致該公司股價暴跌，投資者試圖找出原因。 數據顯示，就在三個月前，伯克希爾持有的股份價值約50億美元。而在全球最知名的新興市場投資和諮詢公司之一拉扎德的投資組合管理部門，臺積電現在是其新興市場股票投資組合中市值第二大的股票。 伯克希爾的一位代表沒有回覆記者就此次出售置評的請求。拉扎德拒絕透露自伯克希爾提交申請以來是否增持了臺積電的股票。 錯誤定價是主要原因? 1840億美元的基金紐約新興市場負責人詹姆斯·唐納德在伯克希爾新聞發佈一週後表示，臺積電是他最看好的股票之一，他最近買入了更多股票，因爲它“現在比以前更像是一種錯誤定價的證券”。 唐納德舉例稱，該公司的市盈率已經從原來的兩倍多降至約13倍，而股本回報率則超過30%。拉扎德從2006年開始買入這隻股票，唐納德表示，幾年前當估值開始看起來泡沫太大時，他也幾乎退出了這隻股票。 他表示:“我們非常接近於出售全部頭寸，我們仍然有一些上漲空間，但並不多，然後該股在去年的整個過程中下跌。從那以後，我們一直在增持頭寸。” 圖1 去年，臺積電和其他硬件和半導體制造商一起下跌34%，原因是投資者考慮到新冠疫情導致的供應中斷以及通脹飆升導致的電子產品需求下滑。疫情期間的芯片短缺凸顯了全球對少數生產商的依賴。 然而，臺積電在美國上市的股票今年上漲了19%，是摩根士丹利資本國際(MSCI)基準新興市場指數中權重最大的股票。在33個市場分析師建議中，有30個是“買","text":"（全文約1300字，讀完需要4分鐘） 拉扎德資產管理公司(Lazard Asset Management)稱其一直在買入芯片製造商臺積電(TSM.US)的股份。而該股在上個月在沒有任何解釋的情況下被沃倫·巴菲特旗下伯克希爾哈撒韋公司突然出售。 對於這位全球最著名的“買入並持有”投資者來說，伯克希爾對臺積電態度的反轉是不尋常的。據瞭解，伯克希爾於2月15日宣佈，已將臺積電股份削減了86%，導致該公司股價暴跌，投資者試圖找出原因。 數據顯示，就在三個月前，伯克希爾持有的股份價值約50億美元。而在全球最知名的新興市場投資和諮詢公司之一拉扎德的投資組合管理部門，臺積電現在是其新興市場股票投資組合中市值第二大的股票。 伯克希爾的一位代表沒有回覆記者就此次出售置評的請求。拉扎德拒絕透露自伯克希爾提交申請以來是否增持了臺積電的股票。 錯誤定價是主要原因? 1840億美元的基金紐約新興市場負責人詹姆斯·唐納德在伯克希爾新聞發佈一週後表示，臺積電是他最看好的股票之一，他最近買入了更多股票，因爲它“現在比以前更像是一種錯誤定價的證券”。 唐納德舉例稱，該公司的市盈率已經從原來的兩倍多降至約13倍，而股本回報率則超過30%。拉扎德從2006年開始買入這隻股票，唐納德表示，幾年前當估值開始看起來泡沫太大時，他也幾乎退出了這隻股票。 他表示:“我們非常接近於出售全部頭寸，我們仍然有一些上漲空間，但並不多，然後該股在去年的整個過程中下跌。從那以後，我們一直在增持頭寸。” 圖1 去年，臺積電和其他硬件和半導體制造商一起下跌34%，原因是投資者考慮到新冠疫情導致的供應中斷以及通脹飆升導致的電子產品需求下滑。疫情期間的芯片短缺凸顯了全球對少數生產商的依賴。 然而，臺積電在美國上市的股票今年上漲了19%，是摩根士丹利資本國際(MSCI)基準新興市場指數中權重最大的股票。在33個市場分析師建議中，有30個是“買","images":[{"img":"https://static.tigerbbs.com/893ceabf54774ec083dcfe80e50863ca"},{"img":"https://static.tigerbbs.com/eb966cd7f7f24dabaad17c40b12c7acb"},{"img":"https://static.tigerbbs.com/4b56403115724a5e9b5b08ad2436f6dc"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/627957414","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940660069,"gmtCreate":1677868320251,"gmtModify":1677868324133,"author":{"id":"4087468005828380","authorId":"4087468005828380","name":"SC1515","avatar":"https://community-static.tradeup.com/news/568ddae1a4a6a5bbca5cf293d8303288","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087468005828380","authorIdStr":"4087468005828380"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C09.SI\">$城市发展(C09.SI)$&nbsp;</a>jjjjj","listText":"<a href=\"https://ttm.financial/S/C09.SI\">$城市发展(C09.SI)$&nbsp;</a>jjjjj","text":"$城市发展(C09.SI)$ jjjjj","images":[{"img":"https://community-static.tradeup.com/news/547a65fb0deb4e303d4b8d33b4e369cf","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940660069","isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9927783978,"gmtCreate":1672589501995,"gmtModify":1676538708488,"author":{"id":"4087468005828380","authorId":"4087468005828380","name":"SC1515","avatar":"https://community-static.tradeup.com/news/568ddae1a4a6a5bbca5cf293d8303288","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087468005828380","authorIdStr":"4087468005828380"},"themes":[],"htmlText":"go go&nbsp;","listText":"go go&nbsp;","text":"go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927783978","isVote":1,"tweetType":1,"viewCount":660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927222741,"gmtCreate":1672507312383,"gmtModify":1676538699612,"author":{"id":"4087468005828380","authorId":"4087468005828380","name":"SC1515","avatar":"https://community-static.tradeup.com/news/568ddae1a4a6a5bbca5cf293d8303288","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087468005828380","authorIdStr":"4087468005828380"},"themes":[],"htmlText":"up up","listText":"up up","text":"up 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href=\"https://ttm.financial/S/AZT.SI\">$NUTRYFARM INTERNATIONAL LTD(AZT.SI)$</a>can believe again？","listText":"<a href=\"https://ttm.financial/S/AZT.SI\">$NUTRYFARM INTERNATIONAL LTD(AZT.SI)$</a>can believe again？","text":"$NUTRYFARM INTERNATIONAL LTD(AZT.SI)$can believe again？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096360820","isVote":1,"tweetType":1,"viewCount":1086,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869866095,"gmtCreate":1632273032117,"gmtModify":1676530739992,"author":{"id":"4087468005828380","authorId":"4087468005828380","name":"SC1515","avatar":"https://community-static.tradeup.com/news/568ddae1a4a6a5bbca5cf293d8303288","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087468005828380","authorIdStr":"4087468005828380"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ES3.SI\">$STI 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?","images":[{"img":"https://static.tigerbbs.com/e564baaf5c63bbb3e6b083f4ac1725f0","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805143913","isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":806772798,"gmtCreate":1627696973714,"gmtModify":1703494837494,"author":{"id":"4087468005828380","authorId":"4087468005828380","name":"SC1515","avatar":"https://community-static.tradeup.com/news/568ddae1a4a6a5bbca5cf293d8303288","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087468005828380","authorIdStr":"4087468005828380"},"themes":[],"htmlText":"down up up up，hopefully Monday is green all the way?","listText":"down up up up，hopefully Monday is green all the way?","text":"down up up up，hopefully Monday is green all the way?","images":[{"img":"https://static.tigerbbs.com/46bf10292ec5582fb55a053442f39c53","width":"1125","height":"2875"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806772798","isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9096360820,"gmtCreate":1644306953972,"gmtModify":1676533910858,"author":{"id":"4087468005828380","authorId":"4087468005828380","name":"SC1515","avatar":"https://community-static.tradeup.com/news/568ddae1a4a6a5bbca5cf293d8303288","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087468005828380","authorIdStr":"4087468005828380"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AZT.SI\">$NUTRYFARM INTERNATIONAL LTD(AZT.SI)$</a>can believe again？","listText":"<a href=\"https://ttm.financial/S/AZT.SI\">$NUTRYFARM INTERNATIONAL LTD(AZT.SI)$</a>can believe again？","text":"$NUTRYFARM INTERNATIONAL LTD(AZT.SI)$can believe again？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096360820","isVote":1,"tweetType":1,"viewCount":1086,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806772798,"gmtCreate":1627696973714,"gmtModify":1703494837494,"author":{"id":"4087468005828380","authorId":"4087468005828380","name":"SC1515","avatar":"https://community-static.tradeup.com/news/568ddae1a4a6a5bbca5cf293d8303288","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087468005828380","authorIdStr":"4087468005828380"},"themes":[],"htmlText":"down up up up，hopefully Monday is green all the way?","listText":"down up up up，hopefully Monday is green all the way?","text":"down up up up，hopefully Monday is green all the way?","images":[{"img":"https://static.tigerbbs.com/46bf10292ec5582fb55a053442f39c53","width":"1125","height":"2875"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806772798","isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9927783978,"gmtCreate":1672589501995,"gmtModify":1676538708488,"author":{"id":"4087468005828380","authorId":"4087468005828380","name":"SC1515","avatar":"https://community-static.tradeup.com/news/568ddae1a4a6a5bbca5cf293d8303288","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087468005828380","authorIdStr":"4087468005828380"},"themes":[],"htmlText":"go go&nbsp;","listText":"go go&nbsp;","text":"go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927783978","isVote":1,"tweetType":1,"viewCount":660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940410003,"gmtCreate":1678105257502,"gmtModify":1678105261913,"author":{"id":"4087468005828380","authorId":"4087468005828380","name":"SC1515","avatar":"https://community-static.tradeup.com/news/568ddae1a4a6a5bbca5cf293d8303288","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087468005828380","authorIdStr":"4087468005828380"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CVNA\">$Carvana Co.(CVNA)$&nbsp;</a> oh no","listText":"<a href=\"https://ttm.financial/S/CVNA\">$Carvana Co.(CVNA)$&nbsp;</a> oh no","text":"$Carvana Co.(CVNA)$ oh no","images":[{"img":"https://community-static.tradeup.com/news/0d4767420a6aded14dd61acc2acc0df8","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940410003","isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":869866095,"gmtCreate":1632273032117,"gmtModify":1676530739992,"author":{"id":"4087468005828380","authorId":"4087468005828380","name":"SC1515","avatar":"https://community-static.tradeup.com/news/568ddae1a4a6a5bbca5cf293d8303288","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087468005828380","authorIdStr":"4087468005828380"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ES3.SI\">$STI ETF(ES3.SI)$</a>when is good time？","listText":"<a href=\"https://laohu8.com/S/ES3.SI\">$STI ETF(ES3.SI)$</a>when is good time？","text":"$STI ETF(ES3.SI)$when is good time？","images":[{"img":"https://static.tigerbbs.com/ff32eac4de51604774754ba33f0c538f","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/869866095","isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":337028770799984,"gmtCreate":1723320876002,"gmtModify":1723320880426,"author":{"id":"4087468005828380","authorId":"4087468005828380","name":"SC1515","avatar":"https://community-static.tradeup.com/news/568ddae1a4a6a5bbca5cf293d8303288","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087468005828380","authorIdStr":"4087468005828380"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AI\">$C3.ai, Inc.(AI)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AI\">$C3.ai, Inc.(AI)$&nbsp;</a>&nbsp;","text":"$C3.ai, Inc.(AI)$","images":[{"img":"https://community-static.tradeup.com/news/ecaf9d50aadc71eb60ef21a0990f31e2","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/337028770799984","isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9940660613,"gmtCreate":1677869107932,"gmtModify":1677869111658,"author":{"id":"4087468005828380","authorId":"4087468005828380","name":"SC1515","avatar":"https://community-static.tradeup.com/news/568ddae1a4a6a5bbca5cf293d8303288","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087468005828380","authorIdStr":"4087468005828380"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940660613","repostId":"627957414","repostType":1,"repost":{"id":627957414,"gmtCreate":1677859200000,"gmtModify":1677867813105,"author":{"id":"3524105790854316","authorId":"3524105790854316","name":"港股挖掘机","avatar":"https://static.tigerbbs.com/7ad7f6521dbd218dc1b2d938da24ac61","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3524105790854316","authorIdStr":"3524105790854316"},"themes":[],"title":"與巴菲特對着幹！華爾街最神祕投行Lazard：臺積電(TSM.US)仍是一隻頂級股票","htmlText":"（全文約1300字，讀完需要4分鐘） 拉扎德資產管理公司(Lazard Asset Management)稱其一直在買入芯片製造商臺積電(TSM.US)的股份。而該股在上個月在沒有任何解釋的情況下被沃倫·巴菲特旗下伯克希爾哈撒韋公司突然出售。 對於這位全球最著名的“買入並持有”投資者來說，伯克希爾對臺積電態度的反轉是不尋常的。據瞭解，伯克希爾於2月15日宣佈，已將臺積電股份削減了86%，導致該公司股價暴跌，投資者試圖找出原因。 數據顯示，就在三個月前，伯克希爾持有的股份價值約50億美元。而在全球最知名的新興市場投資和諮詢公司之一拉扎德的投資組合管理部門，臺積電現在是其新興市場股票投資組合中市值第二大的股票。 伯克希爾的一位代表沒有回覆記者就此次出售置評的請求。拉扎德拒絕透露自伯克希爾提交申請以來是否增持了臺積電的股票。 錯誤定價是主要原因? 1840億美元的基金紐約新興市場負責人詹姆斯·唐納德在伯克希爾新聞發佈一週後表示，臺積電是他最看好的股票之一，他最近買入了更多股票，因爲它“現在比以前更像是一種錯誤定價的證券”。 唐納德舉例稱，該公司的市盈率已經從原來的兩倍多降至約13倍，而股本回報率則超過30%。拉扎德從2006年開始買入這隻股票，唐納德表示，幾年前當估值開始看起來泡沫太大時，他也幾乎退出了這隻股票。 他表示:“我們非常接近於出售全部頭寸，我們仍然有一些上漲空間，但並不多，然後該股在去年的整個過程中下跌。從那以後，我們一直在增持頭寸。” 圖1 去年，臺積電和其他硬件和半導體制造商一起下跌34%，原因是投資者考慮到新冠疫情導致的供應中斷以及通脹飆升導致的電子產品需求下滑。疫情期間的芯片短缺凸顯了全球對少數生產商的依賴。 然而，臺積電在美國上市的股票今年上漲了19%，是摩根士丹利資本國際(MSCI)基準新興市場指數中權重最大的股票。在33個市場分析師建議中，有30個是“買","listText":"（全文約1300字，讀完需要4分鐘） 拉扎德資產管理公司(Lazard Asset Management)稱其一直在買入芯片製造商臺積電(TSM.US)的股份。而該股在上個月在沒有任何解釋的情況下被沃倫·巴菲特旗下伯克希爾哈撒韋公司突然出售。 對於這位全球最著名的“買入並持有”投資者來說，伯克希爾對臺積電態度的反轉是不尋常的。據瞭解，伯克希爾於2月15日宣佈，已將臺積電股份削減了86%，導致該公司股價暴跌，投資者試圖找出原因。 數據顯示，就在三個月前，伯克希爾持有的股份價值約50億美元。而在全球最知名的新興市場投資和諮詢公司之一拉扎德的投資組合管理部門，臺積電現在是其新興市場股票投資組合中市值第二大的股票。 伯克希爾的一位代表沒有回覆記者就此次出售置評的請求。拉扎德拒絕透露自伯克希爾提交申請以來是否增持了臺積電的股票。 錯誤定價是主要原因? 1840億美元的基金紐約新興市場負責人詹姆斯·唐納德在伯克希爾新聞發佈一週後表示，臺積電是他最看好的股票之一，他最近買入了更多股票，因爲它“現在比以前更像是一種錯誤定價的證券”。 唐納德舉例稱，該公司的市盈率已經從原來的兩倍多降至約13倍，而股本回報率則超過30%。拉扎德從2006年開始買入這隻股票，唐納德表示，幾年前當估值開始看起來泡沫太大時，他也幾乎退出了這隻股票。 他表示:“我們非常接近於出售全部頭寸，我們仍然有一些上漲空間，但並不多，然後該股在去年的整個過程中下跌。從那以後，我們一直在增持頭寸。” 圖1 去年，臺積電和其他硬件和半導體制造商一起下跌34%，原因是投資者考慮到新冠疫情導致的供應中斷以及通脹飆升導致的電子產品需求下滑。疫情期間的芯片短缺凸顯了全球對少數生產商的依賴。 然而，臺積電在美國上市的股票今年上漲了19%，是摩根士丹利資本國際(MSCI)基準新興市場指數中權重最大的股票。在33個市場分析師建議中，有30個是“買","text":"（全文約1300字，讀完需要4分鐘） 拉扎德資產管理公司(Lazard Asset Management)稱其一直在買入芯片製造商臺積電(TSM.US)的股份。而該股在上個月在沒有任何解釋的情況下被沃倫·巴菲特旗下伯克希爾哈撒韋公司突然出售。 對於這位全球最著名的“買入並持有”投資者來說，伯克希爾對臺積電態度的反轉是不尋常的。據瞭解，伯克希爾於2月15日宣佈，已將臺積電股份削減了86%，導致該公司股價暴跌，投資者試圖找出原因。 數據顯示，就在三個月前，伯克希爾持有的股份價值約50億美元。而在全球最知名的新興市場投資和諮詢公司之一拉扎德的投資組合管理部門，臺積電現在是其新興市場股票投資組合中市值第二大的股票。 伯克希爾的一位代表沒有回覆記者就此次出售置評的請求。拉扎德拒絕透露自伯克希爾提交申請以來是否增持了臺積電的股票。 錯誤定價是主要原因? 1840億美元的基金紐約新興市場負責人詹姆斯·唐納德在伯克希爾新聞發佈一週後表示，臺積電是他最看好的股票之一，他最近買入了更多股票，因爲它“現在比以前更像是一種錯誤定價的證券”。 唐納德舉例稱，該公司的市盈率已經從原來的兩倍多降至約13倍，而股本回報率則超過30%。拉扎德從2006年開始買入這隻股票，唐納德表示，幾年前當估值開始看起來泡沫太大時，他也幾乎退出了這隻股票。 他表示:“我們非常接近於出售全部頭寸，我們仍然有一些上漲空間，但並不多，然後該股在去年的整個過程中下跌。從那以後，我們一直在增持頭寸。” 圖1 去年，臺積電和其他硬件和半導體制造商一起下跌34%，原因是投資者考慮到新冠疫情導致的供應中斷以及通脹飆升導致的電子產品需求下滑。疫情期間的芯片短缺凸顯了全球對少數生產商的依賴。 然而，臺積電在美國上市的股票今年上漲了19%，是摩根士丹利資本國際(MSCI)基準新興市場指數中權重最大的股票。在33個市場分析師建議中，有30個是“買","images":[{"img":"https://static.tigerbbs.com/893ceabf54774ec083dcfe80e50863ca"},{"img":"https://static.tigerbbs.com/eb966cd7f7f24dabaad17c40b12c7acb"},{"img":"https://static.tigerbbs.com/4b56403115724a5e9b5b08ad2436f6dc"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/627957414","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940660069,"gmtCreate":1677868320251,"gmtModify":1677868324133,"author":{"id":"4087468005828380","authorId":"4087468005828380","name":"SC1515","avatar":"https://community-static.tradeup.com/news/568ddae1a4a6a5bbca5cf293d8303288","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087468005828380","authorIdStr":"4087468005828380"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C09.SI\">$城市发展(C09.SI)$&nbsp;</a>jjjjj","listText":"<a href=\"https://ttm.financial/S/C09.SI\">$城市发展(C09.SI)$&nbsp;</a>jjjjj","text":"$城市发展(C09.SI)$ jjjjj","images":[{"img":"https://community-static.tradeup.com/news/547a65fb0deb4e303d4b8d33b4e369cf","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940660069","isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9927222741,"gmtCreate":1672507312383,"gmtModify":1676538699612,"author":{"id":"4087468005828380","authorId":"4087468005828380","name":"SC1515","avatar":"https://community-static.tradeup.com/news/568ddae1a4a6a5bbca5cf293d8303288","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087468005828380","authorIdStr":"4087468005828380"},"themes":[],"htmlText":"up up","listText":"up up","text":"up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927222741","isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921710396,"gmtCreate":1671123673515,"gmtModify":1676538495285,"author":{"id":"4087468005828380","authorId":"4087468005828380","name":"SC1515","avatar":"https://community-static.tradeup.com/news/568ddae1a4a6a5bbca5cf293d8303288","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087468005828380","authorIdStr":"4087468005828380"},"themes":[],"htmlText":"Go go Argentine&nbsp;","listText":"Go go Argentine&nbsp;","text":"Go go Argentine","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921710396","isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920553738,"gmtCreate":1670525171525,"gmtModify":1676538385809,"author":{"id":"4087468005828380","authorId":"4087468005828380","name":"SC1515","avatar":"https://community-static.tradeup.com/news/568ddae1a4a6a5bbca5cf293d8303288","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087468005828380","authorIdStr":"4087468005828380"},"themes":[],"htmlText":"[流泪]&nbsp;","listText":"[流泪]&nbsp;","text":"[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920553738","repostId":"2290447104","repostType":2,"repost":{"id":"2290447104","pubTimestamp":1670512922,"share":"https://ttm.financial/m/news/2290447104?lang=&edition=fundamental","pubTime":"2022-12-08 23:22","market":"us","language":"en","title":"Why Does Tesla (TSLA) Stock Keep Falling?","url":"https://stock-news.laohu8.com/highlight/detail?id=2290447104","media":"InvestorPlace","summary":"Tesla (TSLA) continues to fall on rumors of decreasing demand.The company is still valued at 9 times","content":"<html><body><div>\n<div>\n<ul><li><strong>Tesla</strong> (<span><strong><u>TSLA</u></strong></span>) continues to fall on rumors of decreasing demand.</li><li>The company is still valued at 9 times sales thanks to high growth and margins.</li><li>If those disappear, there’s a long way to fall for TSLA stock.</li></ul> </div>\n<div></div>\n<figure>\n<div>\n<img height=\"432\" sizes=\"(max-width: 768px) 100vw, 768px\" src=\"https://investorplace.com/wp-content/uploads/2022/10/tsla1600-2-768x432.png\" srcset=\"https://investorplace.com/wp-content/uploads/2022/10/tsla1600-2-768x432.png 768w, https://investorplace.com/wp-content/uploads/2022/10/tsla1600-2-300x169.png 300w, https://investorplace.com/wp-content/uploads/2022/10/tsla1600-2-1024x576.png 1024w, https://investorplace.com/wp-content/uploads/2022/10/tsla1600-2-1536x864.png 1536w, https://investorplace.com/wp-content/uploads/2022/10/tsla1600-2-200x113.png 200w, https://investorplace.com/wp-content/uploads/2022/10/tsla1600-2-400x225.png 400w, https://investorplace.com/wp-content/uploads/2022/10/tsla1600-2-116x65.png 116w, https://investorplace.com/wp-content/uploads/2022/10/tsla1600-2-100x56.png 100w, https://investorplace.com/wp-content/uploads/2022/10/tsla1600-2-89x50.png 89w, https://investorplace.com/wp-content/uploads/2022/10/tsla1600-2-78x44.png 78w, https://investorplace.com/wp-content/uploads/2022/10/tsla1600-2.png 1600w\" width=\"768\"/> </div>\n<figcaption>\n<p>Source: helloabc / Shutterstock.com</p>\n</figcaption>\n</figure>\n<div>\n<p><strong>Tesla</strong> (NASDAQ:<span><strong><u>TSLA</u></strong></span>) CEO Elon Musk briefly ceased to be the world’s richest man on Dec. 7 as TSLA stock continued to fall. According to <em>Forbes</em>, the temporary new champion of wealth is Bernard Arnault, whose family controls <strong>LVMH </strong>(OTCMKTS:<span><strong><u>LVMUY</u></strong></span>), the luxury goods conglomerate.</p>\n<p>The value of Tesla is now down 24% just since Musk bought Twitter. Investors are asking whether this a coincidence or the start of a harder fall. Tesla currently trades around $170 per share with a market capitalization of $538 billion.</p>\n<div>\n<div>\n<div></div>\n<div></div>\n</div>\n</div>\n<h2>The Tesla Slowdown</h2>\n<p>Tesla’s problems start in China, where the company has decided to delay hiring and shorten shifts at its Shanghai plant, which is its most productive site. The country has also reportedly cut prices in China.</p>\n<p>One analyst says Tesla is also offering $3,750 in incentives to U.S. consumers who buy the car this month. Tesla “increasingly appears to have a demand issue,” the analyst concluded.</p>\n<p>If Tesla is becoming “just another car company,” the stock’s troubles may be just beginning. That’s because other car stocks like <strong>General Motors</strong> (NYSE:<span><strong><u>GM</u></strong></span>) and <strong>Toyota Motor</strong> (NYSE:<span><strong><u>TM</u></strong></span>) sell at a discount to their sales. Tesla, even at its present low, sells for 9 times its sales.</p>\n<p>The reason is clear in the firms’ most recent quarterly financials. Tesla saw 15% of revenue become net income, and revenues grew 56% year over year in the third quarter. Toyota had 7.7% of revenue become net income with sales growth of 14.4%. GM’s net income was 7.9% of revenue, with year-over-year growth of 56%.</p>\n<p>If Tesla’s sales growth and margins are falling into line with those of other car makers, so should its valuation. After-market revenue, including software updates, and the fact the cars seem to sell themselves are why Tesla is valued more like <strong>Microsoft</strong> (NASDAQ:<span><strong><u>MSFT</u></strong></span>), which also sells for 9 times sales.</p>\n<h2>What Happens Next for TSLA Stock?</h2>\n<p>Tesla isn’t due to report earnings again until Jan. 25. The last time it reported in October, it pointed to a huge inventory of finished cars at the Shanghai docks, seen as a harbinger of future growth. If they’re seen as an albatross, as they would be for GM, there’s a long, long way to fall.</p>\n<p><em>On the date of publication, Dana Blankenhorn held a long position in MSFT. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com </em><em>Publishing Guidelines</em><em>.</em></p>\n<div>\n<p>Dana Blankenhorn has been a financial and technology journalist since 1978. He is the author of Technology’s Big Bang: Yesterday, Today and Tomorrow with Moore’s Law, available at the Amazon Kindle store. Write him at danablankenhorn@gmail.com, tweet him at @danablankenhorn, or subscribe to his Substack.</p>\n</div>\n<div>\n<p>Consumer Discretionary, Automotive, Electric Vehicles</p>\n</div>\n<div>\n<div>\n<div></div>\n<div></div>\n</div>\n</div>\n</div>\n<div>\n<div hidden=\"true\">\n<div>\n<svg fill=\"none\" height=\"32\" viewbox=\"0 0 261 32\" width=\"261\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M38.8652 7.49652H42.2492V25.7517H38.8652V7.49652ZM60.0112 7.49652H63.3142V25.7517H60.0921L50.9278 13.1733V25.7517H47.6248V7.49652H50.8469L60.0112 20.0749V7.49652ZM66.5201 7.49652H70.2279L75.4578 21.8955L80.7685 7.49652H84.3144L77.1417 25.7517H73.5957L66.5201 7.49652ZM87.4232 7.49652H100.457V10.5418H90.8072V15.0601H99.5019V18.1054H90.8072V22.7064H100.781V25.7517H87.4232V7.49652ZM113.637 10.8563C112.666 10.5253 111.872 10.3598 111.063 10.3598C110.253 10.3598 109.622 10.5253 109.136 10.8563C108.65 11.1873 108.407 11.601 108.407 12.1803C108.407 12.6768 108.569 13.0906 108.893 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{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\">\nWhy Does Tesla (TSLA) Stock Keep Falling?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-08 23:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/12/why-does-tesla-tsla-stock-keep-falling/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla (TSLA) continues to fall on rumors of decreasing demand.The company is still valued at 9 times sales thanks to high growth and margins.If those disappear, there’s a long way to fall for TSLA ...</p>\n\n<a href=\"https://investorplace.com/2022/12/why-does-tesla-tsla-stock-keep-falling/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) 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times sales thanks to high growth and margins.If those disappear, there’s a long way to fall for TSLA stock. \n\n\n\n \n\nSource: helloabc / Shutterstock.com\n\n\n\nTesla (NASDAQ:TSLA) CEO Elon Musk briefly ceased to be the world’s richest man on Dec. 7 as TSLA stock continued to fall. According to Forbes, the temporary new champion of wealth is Bernard Arnault, whose family controls LVMH (OTCMKTS:LVMUY), the luxury goods conglomerate.\nThe value of Tesla is now down 24% just since Musk bought Twitter. Investors are asking whether this a coincidence or the start of a harder fall. Tesla currently trades around $170 per share with a market capitalization of $538 billion.\n\n\n\n\n\n\nThe Tesla Slowdown\nTesla’s problems start in China, where the company has decided to delay hiring and shorten shifts at its Shanghai plant, which is its most productive site. The country has also reportedly cut prices in China.\nOne analyst says Tesla is also offering $3,750 in incentives to U.S. consumers who buy the car this month. Tesla “increasingly appears to have a demand issue,” the analyst concluded.\nIf Tesla is becoming “just another car company,” the stock’s troubles may be just beginning. That’s because other car stocks like General Motors (NYSE:GM) and Toyota Motor (NYSE:TM) sell at a discount to their sales. Tesla, even at its present low, sells for 9 times its sales.\nThe reason is clear in the firms’ most recent quarterly financials. Tesla saw 15% of revenue become net income, and revenues grew 56% year over year in the third quarter. Toyota had 7.7% of revenue become net income with sales growth of 14.4%. GM’s net income was 7.9% of revenue, with year-over-year growth of 56%.\nIf Tesla’s sales growth and margins are falling into line with those of other car makers, so should its valuation. After-market revenue, including software updates, and the fact the cars seem to sell themselves are why Tesla is valued more like Microsoft (NASDAQ:MSFT), which also sells for 9 times sales.\nWhat Happens Next for TSLA Stock?\nTesla isn’t due to report earnings again until Jan. 25. The last time it reported in October, it pointed to a huge inventory of finished cars at the Shanghai docks, seen as a harbinger of future growth. If they’re seen as an albatross, as they would be for GM, there’s a long, long way to fall.\nOn the date of publication, Dana Blankenhorn held a long position in MSFT. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.\n\nDana Blankenhorn has been a financial and technology journalist since 1978. He is the author of Technology’s Big Bang: Yesterday, Today and Tomorrow with Moore’s Law, available at the Amazon Kindle store. Write him at danablankenhorn@gmail.com, tweet him at @danablankenhorn, or subscribe to his Substack.\n\n\nConsumer Discretionary, Automotive, Electric Vehicles\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nSubmit\n\n\n\n\n\n\n\nArticle printed from InvestorPlace Media, https://investorplace.com/2022/12/why-does-tesla-tsla-stock-keep-falling/.\n©2022 InvestorPlace Media, LLC\n\n\n\n\n\nSponsored Headlines\n\n\n\n\n\n\n\n\n\n\n\n\n\t\t\t\t\tMore from InvestorPlace\t\t\t\t\n\n\n\n\n\n\n\n\n\n\n\n\t\t\t\t\t\t\t\t\tCloud\t\t\t\t\t\t\t\t\n\n\n\n\t\t\t\t\t\t\t\t3 Reasons Why Alphabet Stock Could Keep Underperforming\t\t\t\t\t\t\t\n\n\n\n\t\t\t\t\t\t\tBy Louis Navellier and the InvestorPlace Research Staff\n\n\t\t\t\t\t\t\t\tDec 7, 2022\t\t\t\t\t\t\t\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\t\t\t\t\t\t\t\t\tToday's Market\t\t\t\t\t\t\t\t\n\n\n\n\t\t\t\t\t\t\t\tIs It Time to Give Up on GameStop (GME) Stock?\t\t\t\t\t\t\t\n\n\n\n\t\t\t\t\t\t\tBy Larry Ramer\n\n\t\t\t\t\t\t\t\tDec 8, 2022\t\t\t\t\t\t\t\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\t\t\t\t\t\t\t\t\tToday's Market\t\t\t\t\t\t\t\t\n\n\n\n\t\t\t\t\t\t\t\tExpert Sends Dire Warning: Bond Market Crash Could Trigger ‘End of the World’\t\t\t\t\t\t\t\n\n\n\n\t\t\t\t\t\t\tBy Shrey Dua\n\n\t\t\t\t\t\t\t\tDec 7, 2022","news_type":1},"isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860740361,"gmtCreate":1632219328953,"gmtModify":1676530727392,"author":{"id":"4087468005828380","authorId":"4087468005828380","name":"SC1515","avatar":"https://community-static.tradeup.com/news/568ddae1a4a6a5bbca5cf293d8303288","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087468005828380","authorIdStr":"4087468005828380"},"themes":[],"htmlText":"anyone come and join us","listText":"anyone come and join us","text":"anyone come and join us","images":[{"img":"https://static.tigerbbs.com/ba5857e39b580ea01ead71645140f4cc","width":"1125","height":"2774"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/860740361","isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":805143913,"gmtCreate":1627867168532,"gmtModify":1703496775736,"author":{"id":"4087468005828380","authorId":"4087468005828380","name":"SC1515","avatar":"https://community-static.tradeup.com/news/568ddae1a4a6a5bbca5cf293d8303288","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087468005828380","authorIdStr":"4087468005828380"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ES3.SI\">$STI ETF(ES3.SI)$</a>oh no ?","listText":"<a href=\"https://laohu8.com/S/ES3.SI\">$STI ETF(ES3.SI)$</a>oh no ?","text":"$STI ETF(ES3.SI)$oh no ?","images":[{"img":"https://static.tigerbbs.com/e564baaf5c63bbb3e6b083f4ac1725f0","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805143913","isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}