Blackgarlic personal page - To The Moon

Blackgarlic

Blackgarlic

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2021-09-11

2021-09-06

$Uber(UBER)$be strong

2021-08-28

Yhanks

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2021-08-24

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@韭菜投资学:大跌之後，有了點新想法

2021-08-23

Oversold, time to buy

2021-08-14

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2021-08-02

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前瞻：聚焦7月非农！阿里巴巴、中芯国际等财报来袭

2021-08-02

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Surface Duo 2将至，微软手机的野望仍未熄灭

2021-08-02

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全球最大铜矿工人决定罢工，铜价会受影响吗？

2021-07-28

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2021-07-28

$XIAOMI-W(01810)$up

2021-07-28

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2021-07-28

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Bitcoin rises above $40,000

2021-07-27

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2021-07-26

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2021-07-26

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2021-07-26

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Oil Edges Higher With Robust Demand Outlook Clouded by Delta

2021-07-24

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Amazon Stock: This Is How Subscriptions Matter

2021-07-22

Agree

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2021-07-22

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我比較了兩個策略的長期表現。 第一個策略叫“追成長”。在每年年初，選出上市已經滿3年，且過去3年中，每年扣非淨利潤增速都超過30%的股票。 這其中，還要排除一些微利的僞成長股，比如有的公司一年就賺100萬，第二年一下子賺了300萬，好傢伙增幅200%。增速雖然高，但淨利潤金額太少，這種就不是真成長，要剔除。我要求，過去三年每年的扣非淨利潤，每年至少都要有5000萬。 這樣篩選出來的股票，就構成一個股票池，代表業績持續高成長股。 第二個策略叫“撿便宜”。在每年年初，選出上市已經滿5年，且市盈率PE處於過去5年10%分位以下的，也就是要求該股票的PE估值，比過去5年90%的時候都低。 同樣，爲了避免一些微利的小股票干擾，仍然要求過去三年每年的扣非淨利潤，至少都要有5000萬。 這樣篩選出來的股票，構成第二個股票池，代表低估值股。 每年年初，都這麼選出兩個組合，然後以5年爲期限，觀察5年後它們的收益表現。 我先貼結果，追成長組合表現如下表。說下這個表怎麼看，以第一行2012年爲例，意思就是2012年初買入當時選出的追成長組合，持有5年，組合內股票的平均漲幅、中位數漲幅是多少，我還列了同期滬深300指數的漲幅作爲參考。初始PE中位數，是買入組合時成分股PE的中位數，5年後PE中位數就是5年後的。第二行2013年，就是2013年初選出組合買入持有5年的情況，後面以此類推，只做到2016年，是因爲2017年再買的話，到現在滿不了5年。 接下來是撿便宜組合的表現： 我說下結論和分析： 1. 無論是追成長組合，還是撿便宜組合，也無論從哪一年開始買，持有5年後，平均漲幅都好於中位數漲幅。 這是個很有意義的結論。平均漲幅，就是把組合內所有股票的漲幅做算數平均，就相當於一開始每個股票都買了相同金額，最後獲得的收益率。而中位數","listText":"今天股市大跌，我一邊吃麪，一邊做了個數據分析，發現了不少有意思的結論。 我比較了兩個策略的長期表現。 第一個策略叫“追成長”。在每年年初，選出上市已經滿3年，且過去3年中，每年扣非淨利潤增速都超過30%的股票。 這其中，還要排除一些微利的僞成長股，比如有的公司一年就賺100萬，第二年一下子賺了300萬，好傢伙增幅200%。增速雖然高，但淨利潤金額太少，這種就不是真成長，要剔除。我要求，過去三年每年的扣非淨利潤，每年至少都要有5000萬。 這樣篩選出來的股票，就構成一個股票池，代表業績持續高成長股。 第二個策略叫“撿便宜”。在每年年初，選出上市已經滿5年，且市盈率PE處於過去5年10%分位以下的，也就是要求該股票的PE估值，比過去5年90%的時候都低。 同樣，爲了避免一些微利的小股票干擾，仍然要求過去三年每年的扣非淨利潤，至少都要有5000萬。 這樣篩選出來的股票，構成第二個股票池，代表低估值股。 每年年初，都這麼選出兩個組合，然後以5年爲期限，觀察5年後它們的收益表現。 我先貼結果，追成長組合表現如下表。說下這個表怎麼看，以第一行2012年爲例，意思就是2012年初買入當時選出的追成長組合，持有5年，組合內股票的平均漲幅、中位數漲幅是多少，我還列了同期滬深300指數的漲幅作爲參考。初始PE中位數，是買入組合時成分股PE的中位數，5年後PE中位數就是5年後的。第二行2013年，就是2013年初選出組合買入持有5年的情況，後面以此類推，只做到2016年，是因爲2017年再買的話，到現在滿不了5年。 接下來是撿便宜組合的表現： 我說下結論和分析： 1. 無論是追成長組合，還是撿便宜組合，也無論從哪一年開始買，持有5年後，平均漲幅都好於中位數漲幅。 這是個很有意義的結論。平均漲幅，就是把組合內所有股票的漲幅做算數平均，就相當於一開始每個股票都買了相同金額，最後獲得的收益率。而中位數","text":"今天股市大跌，我一邊吃麪，一邊做了個數據分析，發現了不少有意思的結論。 我比較了兩個策略的長期表現。 第一個策略叫“追成長”。在每年年初，選出上市已經滿3年，且過去3年中，每年扣非淨利潤增速都超過30%的股票。 這其中，還要排除一些微利的僞成長股，比如有的公司一年就賺100萬，第二年一下子賺了300萬，好傢伙增幅200%。增速雖然高，但淨利潤金額太少，這種就不是真成長，要剔除。我要求，過去三年每年的扣非淨利潤，每年至少都要有5000萬。 這樣篩選出來的股票，就構成一個股票池，代表業績持續高成長股。 第二個策略叫“撿便宜”。在每年年初，選出上市已經滿5年，且市盈率PE處於過去5年10%分位以下的，也就是要求該股票的PE估值，比過去5年90%的時候都低。 同樣，爲了避免一些微利的小股票干擾，仍然要求過去三年每年的扣非淨利潤，至少都要有5000萬。 這樣篩選出來的股票，構成第二個股票池，代表低估值股。 每年年初，都這麼選出兩個組合，然後以5年爲期限，觀察5年後它們的收益表現。 我先貼結果，追成長組合表現如下表。說下這個表怎麼看，以第一行2012年爲例，意思就是2012年初買入當時選出的追成長組合，持有5年，組合內股票的平均漲幅、中位數漲幅是多少，我還列了同期滬深300指數的漲幅作爲參考。初始PE中位數，是買入組合時成分股PE的中位數，5年後PE中位數就是5年後的。第二行2013年，就是2013年初選出組合買入持有5年的情況，後面以此類推，只做到2016年，是因爲2017年再買的話，到現在滿不了5年。 接下來是撿便宜組合的表現： 我說下結論和分析： 1. 無論是追成長組合，還是撿便宜組合，也無論從哪一年開始買，持有5年後，平均漲幅都好於中位數漲幅。 這是個很有意義的結論。平均漲幅，就是把組合內所有股票的漲幅做算數平均，就相當於一開始每個股票都買了相同金額，最後獲得的收益率。而中位數","images":[{"img":"https://static.tigerbbs.com/c1158be082314035913929da5885be88"},{"img":"https://static.tigerbbs.com/fe1b776314a14e2ebb2742c83186b7cd"},{"img":"https://static.tigerbbs.com/8082c455bbbb4ab19c761f1da16c89a2"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/836649045","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2012,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835111904,"gmtCreate":1629692782008,"gmtModify":1676530101811,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088047978787670","authorIdStr":"4088047978787670"},"themes":[],"htmlText":"Oversold, time to buy","listText":"Oversold, time to buy","text":"Oversold, time to 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07:25","market":"us","language":"zh","title":"前瞻：聚焦7月非农！阿里巴巴、中芯国际等财报来袭","url":"https://stock-news.laohu8.com/highlight/detail?id=1138840348","media":"老虎资讯综合","summary":"摘要：\n\n 事件方面，美国参议院金融委员会将与监管机构举行听证会、贝莱德可能将提交13F持仓报告；据悉首届全球数字经济大会将于北京举行；通用电气8:1反向拆股将于周一开始经拆分调整后的交易；微软预计周","content":"<p>摘要：</p>\n<blockquote>\n 事件方面，美国参议院金融委员会将与监管机构举行听证会、贝莱德可能将提交13F持仓报告；据悉首届全球数字经济大会将于北京举行；通用电气8:1反向拆股将于周一开始经拆分调整后的交易；微软预计周一推出云操作系统windows&nbsp;365。\n</blockquote>\n<blockquote>\n 数据方面，中国7月财新制造业PMI、财新服务业PMI、美国ADP就业人数、初请失业金人数、6月贸易帐、7月季调后非农就业人口、7月失业率、6月批发销售月率等。\n</blockquote>\n<blockquote>\n 财报方面，汇丰控股、阿里巴巴、通用汽车、优步、中芯国际、Moderna、维珍银河、TCL电子等陆续公布财报。此外，新东方、好未来均宣布取消原定于本周发布的财报及电话会。\n</blockquote>\n<blockquote>\n 新股方面，美股ROX&nbsp;FINANCIAL&nbsp;LP（ROXA）、健康平台&nbsp;The&nbsp;Better&nbsp;Being&nbsp;co(BBCO)即将上市、健康管理公司WCG&nbsp;Clinical(WCGC)、脱毛服务公司Europea&nbsp;wax&nbsp;center(EWCZ)、安全和生存设备制造商CADRE&nbsp;HOLDINGS(CDRE)、户外烹饪公司Weber&nbsp;ind(WEBR)、Healthcare&nbsp;Royalth&nbsp;inc(HCRX)即将上市。\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/5f0ab74ab65bc9ba3758ae9a87e00a5c\" tg-width=\"1746\" tg-height=\"794\" referrerpolicy=\"no-referrer\"><b>周一关键词：中国PMI、美国PMI</b><img src=\"https://static.tigerbbs.com/6fd64e3d9bf665937a2a977b75708ae9\" tg-width=\"440\" tg-height=\"212\" referrerpolicy=\"no-referrer\"><b>事件方面，<a href=\"https://laohu8.com/S/GE\">通用电气</a></b>8比1反向拆股将于今日开始经拆分调整后的交易；此外，据悉首届全球数字经济大会将于北京举行；<a href=\"https://laohu8.com/S/MSFT\">微软</a>预计将推出云操作系统Windows 365。</p>\n<p><b>经济数据方面，中国7月财新制造业PMI将公布，</b>预计仍在51附近徘徊，不过仍然处在扩张区间。</p>\n<p><b>美国</b>将公布<b>7月Markit制造业PMI终值</b>、以及<b>7月ISM制造业PMI</b>，预计7月数据将小幅高于6月，制造业继续扩张，因美国劳动力</p>\n<p><b>财报方面，</b>港股<b><a href=\"https://laohu8.com/S/00005\">汇丰控股</a></b>、美股盘前<a href=\"https://laohu8.com/S/RACE\">法拉利</a>、盘后<a href=\"https://laohu8.com/S/NXPI\">恩智浦</a>将公布财报。</p>\n<p><b>新股方面，</b>美股<a href=\"https://laohu8.com/S/ROXA\">ROX FINANCIAL LP</a>将于当日上市。</p>\n<p><b>周二关键词：澳洲联储决议，美国工厂订单、API</b><img src=\"https://static.tigerbbs.com/5e65b0a4d7bc693386f7287233d6b7a2\" tg-width=\"485\" tg-height=\"174\" referrerpolicy=\"no-referrer\"><b>澳洲联储将公布利率决议</b>。花旗表示，澳洲联储料将在周二举办的8月份政策委员会议上宣布推迟缩减购债计划，以支持因封锁措施而受到影响的经济复苏。分析师预测，澳洲联储将极力说服投资者称当前的通胀状况仍不足为惧，从而为其进一步延续强力宽松措施铺平道路。</p>\n<p>此外，<b>美国参议院金融委员会将与监管机构举行听证会</b>。</p>\n<p><b>经济数据方面，</b>关注<b>美国6月工厂订单月率</b>表现，工厂订单数据代表未来一个月内，对不易耗损的物品订购数量，该数据反映了制造业活动情况。</p>\n<p><b>财报方面，美股盘前，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a></b>（电话会议）、<a href=\"https://laohu8.com/S/NKLA\">NIKOLA CORPORATION</a>、<a href=\"https://laohu8.com/S/BP\">英国石油</a>、<a href=\"https://laohu8.com/S/LLY\">礼来</a>等公司将于公布财报<b>；美股盘后，</b><a href=\"https://laohu8.com/S/LYFT\">Lyft</a>、<a href=\"https://laohu8.com/S/ATVI\">动视暴雪</a>、<a href=\"https://laohu8.com/S/OXY\">西方石油</a>、<a href=\"https://laohu8.com/S/OCFT\">金融壹账通</a>将公布财报。</p>\n<p><b>此外，<a href=\"https://laohu8.com/S/EDU\">新东方</a></b>此前发布公告，表示<b>取消</b>原定于周二发布的财报及电话会议。</p>\n<p><b>周三关键词：欧元区零售销售、ADP、EIA、美国非制造业PMI</b><img src=\"https://static.tigerbbs.com/0caf29ee363109be02999b1bea3bf028\" tg-width=\"485\" tg-height=\"174\" referrerpolicy=\"no-referrer\"><b>周三，经济数据方面，</b>关注<b>小非农美国7月ADP就业人数</b>变动。</p>\n<p>此外，投资者可关注<b>美国至7月30日当周API原油库存</b>、以及<b>EIA原油库存</b>；机构预计<b>美国7月ISM非制造业PMI</b>数据可能显示扩张幅度小幅改善。</p>\n<p><b>财报方面，</b><a href=\"https://laohu8.com/S/HMC\">本田汽车</a>、<b><a href=\"https://laohu8.com/S/GM\">通用汽车</a></b>等公司将于<b>美股盘前</b>公布财报；<b><a href=\"https://laohu8.com/S/ROKU\">Roku</a></b>、<a href=\"https://laohu8.com/S/FSLY\">FASTLY INC</a>、<b><a href=\"https://laohu8.com/S/UBER\">优步</a></b>、<a href=\"https://laohu8.com/S/WDC\">西部数据</a>、<a href=\"https://laohu8.com/S/EA\">电子艺界</a>、<a href=\"https://laohu8.com/S/MRO\">马拉松石油</a>等将于<b>美股盘后</b>公布财报。</p>\n<p><b>新股方面，</b>健康平台<a href=\"https://laohu8.com/S/BBCO\">The Better Being Co.</a>将登陆纽交所。</p>\n<p><b>周四关键词：英国央行决议、初请、美国贸易帐</b><img src=\"https://static.tigerbbs.com/64999bd58ce84aafef19c80ed8960e07\" tg-width=\"485\" tg-height=\"174\" referrerpolicy=\"no-referrer\"><b>财经事件方面，新冠疫苗合作国际论坛首次会议</b>将于今日举行。</p>\n<p><b>经济数据方面，英国央行将公布8月利率决定，</b>预计英国央行的关注点将是看货币政策委员会中是否有人会取代现在已经离职的霍尔丹投票支持减少资产购买计划。</p>\n<p>此外，投资者可关注<b>美国至7月31日当周初请失业金人数</b>和<b>美国6月贸易帐数据</b>。</p>\n<p><b>财报方面，</b></p>\n<blockquote>\n <b>港股<a href=\"https://laohu8.com/S/00981\">中芯国际</a></b>、<a href=\"https://laohu8.com/S/06160\">百济神州</a>、<a href=\"https://laohu8.com/S/00001\">长和</a>、<a href=\"https://laohu8.com/S/01113\">长实集团</a>、<a href=\"https://laohu8.com/S/03606\">福耀玻璃</a>等将公布财报。 \n <b>美股盘前：<a href=\"https://laohu8.com/S/MRNA\">Moderna</a></b>、<a href=\"https://laohu8.com/S/VIAC\">VIACOMCBS INC</a>等公司将公布财报； \n <b>美股盘后</b>： \n <b><a href=\"https://laohu8.com/S/BYND\">Beyond Meat</a></b>、<a href=\"https://laohu8.com/S/ILMN\">Illumina</a>、<a href=\"https://laohu8.com/S/TSP\">图森未来</a>、<a href=\"https://laohu8.com/S/FSR\">FISKER INC.</a>、 \n <b><a href=\"https://laohu8.com/S/SPCE\">维珍银河</a></b>、<a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯医药</a>、<a href=\"https://laohu8.com/S/SQ\">Square</a>等公司将公布财报。 \n <b>此外，<a href=\"https://laohu8.com/S/TAL\">好未来</a></b>此前发布公告，表示 \n <b>取消</b>原定于周四发布的财报及电话会议。\n</blockquote>\n<p><b>新股方面，</b>健康管理公司<a href=\"https://laohu8.com/S/WCGC.US\">WCG Clinical, Inc.</a>、脱毛服务公司<a href=\"https://laohu8.com/S/EWCZ.US\">European Wax Center, Inc.</a>登陆纳斯达克；安全和生存设备制造商<a href=\"https://laohu8.com/S/CDRE.US\">CADRE HOLDINGS, INC.</a>、户外烹饪公司<a href=\"https://laohu8.com/S/WEBR.US\">Weber Inc.</a>登陆纽交所。</p>\n<p><b>周五关键词：澳洲联储货币政策声明、非农就业</b><img src=\"https://static.tigerbbs.com/5c766d9b0f3c170f8ea0b29aaad8cd3f\" tg-width=\"485\" tg-height=\"231\" referrerpolicy=\"no-referrer\"><b>财经事件方面，</b>投资者可关注<b>澳洲联储货币政策声明发布会</b>、<b>中芯国际Q2业绩说明会</b>，此外，据以往日程安排，<b>贝莱德可能将提交13F季度持仓报告</b>。</p>\n<p><b>经济数据方面，美国7月失业率、7月季调后非农就业人口、6月批发销售月率</b>等数据将陆续发布<b>。</b></p>\n<p><b>财报方面，港股<a href=\"https://laohu8.com/S/01070\">TCL电子</a></b>、<b>美股<a href=\"https://laohu8.com/S/DKNG\">DraftKings Inc</a></b>、<a href=\"https://laohu8.com/S/NCLH\">挪威邮轮</a>等公司将陆续公布财报。</p>\n<p><b>新股方面，</b>美股<a href=\"https://laohu8.com/S/HCRX\">Healthcare Royalty, Inc.</a>今日上市。</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>前瞻：聚焦7月非农！阿里巴巴、中芯国际等财报来袭</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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}\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前瞻：聚焦7月非农！阿里巴巴、中芯国际等财报来袭\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\">2021-08-02 07:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>摘要：</p>\n<blockquote>\n 事件方面，美国参议院金融委员会将与监管机构举行听证会、贝莱德可能将提交13F持仓报告；据悉首届全球数字经济大会将于北京举行；通用电气8:1反向拆股将于周一开始经拆分调整后的交易；微软预计周一推出云操作系统windows&nbsp;365。\n</blockquote>\n<blockquote>\n 数据方面，中国7月财新制造业PMI、财新服务业PMI、美国ADP就业人数、初请失业金人数、6月贸易帐、7月季调后非农就业人口、7月失业率、6月批发销售月率等。\n</blockquote>\n<blockquote>\n 财报方面，汇丰控股、阿里巴巴、通用汽车、优步、中芯国际、Moderna、维珍银河、TCL电子等陆续公布财报。此外，新东方、好未来均宣布取消原定于本周发布的财报及电话会。\n</blockquote>\n<blockquote>\n 新股方面，美股ROX&nbsp;FINANCIAL&nbsp;LP（ROXA）、健康平台&nbsp;The&nbsp;Better&nbsp;Being&nbsp;co(BBCO)即将上市、健康管理公司WCG&nbsp;Clinical(WCGC)、脱毛服务公司Europea&nbsp;wax&nbsp;center(EWCZ)、安全和生存设备制造商CADRE&nbsp;HOLDINGS(CDRE)、户外烹饪公司Weber&nbsp;ind(WEBR)、Healthcare&nbsp;Royalth&nbsp;inc(HCRX)即将上市。\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/5f0ab74ab65bc9ba3758ae9a87e00a5c\" tg-width=\"1746\" tg-height=\"794\" referrerpolicy=\"no-referrer\"><b>周一关键词：中国PMI、美国PMI</b><img src=\"https://static.tigerbbs.com/6fd64e3d9bf665937a2a977b75708ae9\" tg-width=\"440\" tg-height=\"212\" referrerpolicy=\"no-referrer\"><b>事件方面，<a href=\"https://laohu8.com/S/GE\">通用电气</a></b>8比1反向拆股将于今日开始经拆分调整后的交易；此外，据悉首届全球数字经济大会将于北京举行；<a href=\"https://laohu8.com/S/MSFT\">微软</a>预计将推出云操作系统Windows 365。</p>\n<p><b>经济数据方面，中国7月财新制造业PMI将公布，</b>预计仍在51附近徘徊，不过仍然处在扩张区间。</p>\n<p><b>美国</b>将公布<b>7月Markit制造业PMI终值</b>、以及<b>7月ISM制造业PMI</b>，预计7月数据将小幅高于6月，制造业继续扩张，因美国劳动力</p>\n<p><b>财报方面，</b>港股<b><a href=\"https://laohu8.com/S/00005\">汇丰控股</a></b>、美股盘前<a href=\"https://laohu8.com/S/RACE\">法拉利</a>、盘后<a href=\"https://laohu8.com/S/NXPI\">恩智浦</a>将公布财报。</p>\n<p><b>新股方面，</b>美股<a href=\"https://laohu8.com/S/ROXA\">ROX FINANCIAL LP</a>将于当日上市。</p>\n<p><b>周二关键词：澳洲联储决议，美国工厂订单、API</b><img src=\"https://static.tigerbbs.com/5e65b0a4d7bc693386f7287233d6b7a2\" tg-width=\"485\" tg-height=\"174\" referrerpolicy=\"no-referrer\"><b>澳洲联储将公布利率决议</b>。花旗表示，澳洲联储料将在周二举办的8月份政策委员会议上宣布推迟缩减购债计划，以支持因封锁措施而受到影响的经济复苏。分析师预测，澳洲联储将极力说服投资者称当前的通胀状况仍不足为惧，从而为其进一步延续强力宽松措施铺平道路。</p>\n<p>此外，<b>美国参议院金融委员会将与监管机构举行听证会</b>。</p>\n<p><b>经济数据方面，</b>关注<b>美国6月工厂订单月率</b>表现，工厂订单数据代表未来一个月内，对不易耗损的物品订购数量，该数据反映了制造业活动情况。</p>\n<p><b>财报方面，美股盘前，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a></b>（电话会议）、<a href=\"https://laohu8.com/S/NKLA\">NIKOLA CORPORATION</a>、<a href=\"https://laohu8.com/S/BP\">英国石油</a>、<a href=\"https://laohu8.com/S/LLY\">礼来</a>等公司将于公布财报<b>；美股盘后，</b><a href=\"https://laohu8.com/S/LYFT\">Lyft</a>、<a href=\"https://laohu8.com/S/ATVI\">动视暴雪</a>、<a href=\"https://laohu8.com/S/OXY\">西方石油</a>、<a href=\"https://laohu8.com/S/OCFT\">金融壹账通</a>将公布财报。</p>\n<p><b>此外，<a href=\"https://laohu8.com/S/EDU\">新东方</a></b>此前发布公告，表示<b>取消</b>原定于周二发布的财报及电话会议。</p>\n<p><b>周三关键词：欧元区零售销售、ADP、EIA、美国非制造业PMI</b><img src=\"https://static.tigerbbs.com/0caf29ee363109be02999b1bea3bf028\" tg-width=\"485\" tg-height=\"174\" referrerpolicy=\"no-referrer\"><b>周三，经济数据方面，</b>关注<b>小非农美国7月ADP就业人数</b>变动。</p>\n<p>此外，投资者可关注<b>美国至7月30日当周API原油库存</b>、以及<b>EIA原油库存</b>；机构预计<b>美国7月ISM非制造业PMI</b>数据可能显示扩张幅度小幅改善。</p>\n<p><b>财报方面，</b><a href=\"https://laohu8.com/S/HMC\">本田汽车</a>、<b><a href=\"https://laohu8.com/S/GM\">通用汽车</a></b>等公司将于<b>美股盘前</b>公布财报；<b><a href=\"https://laohu8.com/S/ROKU\">Roku</a></b>、<a href=\"https://laohu8.com/S/FSLY\">FASTLY INC</a>、<b><a href=\"https://laohu8.com/S/UBER\">优步</a></b>、<a href=\"https://laohu8.com/S/WDC\">西部数据</a>、<a href=\"https://laohu8.com/S/EA\">电子艺界</a>、<a href=\"https://laohu8.com/S/MRO\">马拉松石油</a>等将于<b>美股盘后</b>公布财报。</p>\n<p><b>新股方面，</b>健康平台<a href=\"https://laohu8.com/S/BBCO\">The Better Being Co.</a>将登陆纽交所。</p>\n<p><b>周四关键词：英国央行决议、初请、美国贸易帐</b><img src=\"https://static.tigerbbs.com/64999bd58ce84aafef19c80ed8960e07\" tg-width=\"485\" tg-height=\"174\" referrerpolicy=\"no-referrer\"><b>财经事件方面，新冠疫苗合作国际论坛首次会议</b>将于今日举行。</p>\n<p><b>经济数据方面，英国央行将公布8月利率决定，</b>预计英国央行的关注点将是看货币政策委员会中是否有人会取代现在已经离职的霍尔丹投票支持减少资产购买计划。</p>\n<p>此外，投资者可关注<b>美国至7月31日当周初请失业金人数</b>和<b>美国6月贸易帐数据</b>。</p>\n<p><b>财报方面，</b></p>\n<blockquote>\n <b>港股<a href=\"https://laohu8.com/S/00981\">中芯国际</a></b>、<a href=\"https://laohu8.com/S/06160\">百济神州</a>、<a href=\"https://laohu8.com/S/00001\">长和</a>、<a href=\"https://laohu8.com/S/01113\">长实集团</a>、<a href=\"https://laohu8.com/S/03606\">福耀玻璃</a>等将公布财报。 \n <b>美股盘前：<a href=\"https://laohu8.com/S/MRNA\">Moderna</a></b>、<a href=\"https://laohu8.com/S/VIAC\">VIACOMCBS INC</a>等公司将公布财报； \n <b>美股盘后</b>： \n <b><a href=\"https://laohu8.com/S/BYND\">Beyond Meat</a></b>、<a href=\"https://laohu8.com/S/ILMN\">Illumina</a>、<a href=\"https://laohu8.com/S/TSP\">图森未来</a>、<a href=\"https://laohu8.com/S/FSR\">FISKER INC.</a>、 \n <b><a href=\"https://laohu8.com/S/SPCE\">维珍银河</a></b>、<a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯医药</a>、<a href=\"https://laohu8.com/S/SQ\">Square</a>等公司将公布财报。 \n <b>此外，<a href=\"https://laohu8.com/S/TAL\">好未来</a></b>此前发布公告，表示 \n <b>取消</b>原定于周四发布的财报及电话会议。\n</blockquote>\n<p><b>新股方面，</b>健康管理公司<a href=\"https://laohu8.com/S/WCGC.US\">WCG Clinical, Inc.</a>、脱毛服务公司<a href=\"https://laohu8.com/S/EWCZ.US\">European Wax Center, Inc.</a>登陆纳斯达克；安全和生存设备制造商<a href=\"https://laohu8.com/S/CDRE.US\">CADRE HOLDINGS, INC.</a>、户外烹饪公司<a href=\"https://laohu8.com/S/WEBR.US\">Weber Inc.</a>登陆纽交所。</p>\n<p><b>周五关键词：澳洲联储货币政策声明、非农就业</b><img src=\"https://static.tigerbbs.com/5c766d9b0f3c170f8ea0b29aaad8cd3f\" tg-width=\"485\" tg-height=\"231\" referrerpolicy=\"no-referrer\"><b>财经事件方面，</b>投资者可关注<b>澳洲联储货币政策声明发布会</b>、<b>中芯国际Q2业绩说明会</b>，此外，据以往日程安排，<b>贝莱德可能将提交13F季度持仓报告</b>。</p>\n<p><b>经济数据方面，美国7月失业率、7月季调后非农就业人口、6月批发销售月率</b>等数据将陆续发布<b>。</b></p>\n<p><b>财报方面，港股<a href=\"https://laohu8.com/S/01070\">TCL电子</a></b>、<b>美股<a href=\"https://laohu8.com/S/DKNG\">DraftKings Inc</a></b>、<a href=\"https://laohu8.com/S/NCLH\">挪威邮轮</a>等公司将陆续公布财报。</p>\n<p><b>新股方面，</b>美股<a href=\"https://laohu8.com/S/HCRX\">Healthcare Royalty, Inc.</a>今日上市。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d256e82db1d71c864259845ce1d069bf","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","DUST":"二倍做空黄金矿业指数ETF-Direxion","GDX":"黄金矿业ETF-VanEck","GLD":"黄金ETF-SPDR","IAU":"黄金信托ETF-iShares","NUGT":"二倍做多黄金矿业指数ETF-Direxion"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138840348","content_text":"摘要：\n\n 事件方面，美国参议院金融委员会将与监管机构举行听证会、贝莱德可能将提交13F持仓报告；据悉首届全球数字经济大会将于北京举行；通用电气8:1反向拆股将于周一开始经拆分调整后的交易；微软预计周一推出云操作系统windows 365。\n\n\n 数据方面，中国7月财新制造业PMI、财新服务业PMI、美国ADP就业人数、初请失业金人数、6月贸易帐、7月季调后非农就业人口、7月失业率、6月批发销售月率等。\n\n\n 财报方面，汇丰控股、阿里巴巴、通用汽车、优步、中芯国际、Moderna、维珍银河、TCL电子等陆续公布财报。此外，新东方、好未来均宣布取消原定于本周发布的财报及电话会。\n\n\n 新股方面，美股ROX FINANCIAL LP（ROXA）、健康平台 The Better Being co(BBCO)即将上市、健康管理公司WCG Clinical(WCGC)、脱毛服务公司Europea wax center(EWCZ)、安全和生存设备制造商CADRE HOLDINGS(CDRE)、户外烹饪公司Weber ind(WEBR)、Healthcare Royalth inc(HCRX)即将上市。\n\n周一关键词：中国PMI、美国PMI事件方面，通用电气8比1反向拆股将于今日开始经拆分调整后的交易；此外，据悉首届全球数字经济大会将于北京举行；微软预计将推出云操作系统Windows 365。\n经济数据方面，中国7月财新制造业PMI将公布，预计仍在51附近徘徊，不过仍然处在扩张区间。\n美国将公布7月Markit制造业PMI终值、以及7月ISM制造业PMI，预计7月数据将小幅高于6月，制造业继续扩张，因美国劳动力\n财报方面，港股汇丰控股、美股盘前法拉利、盘后恩智浦将公布财报。\n新股方面，美股ROX FINANCIAL LP将于当日上市。\n周二关键词：澳洲联储决议，美国工厂订单、API澳洲联储将公布利率决议。花旗表示，澳洲联储料将在周二举办的8月份政策委员会议上宣布推迟缩减购债计划，以支持因封锁措施而受到影响的经济复苏。分析师预测，澳洲联储将极力说服投资者称当前的通胀状况仍不足为惧，从而为其进一步延续强力宽松措施铺平道路。\n此外，美国参议院金融委员会将与监管机构举行听证会。\n经济数据方面，关注美国6月工厂订单月率表现，工厂订单数据代表未来一个月内，对不易耗损的物品订购数量，该数据反映了制造业活动情况。\n财报方面，美股盘前，阿里巴巴（电话会议）、NIKOLA CORPORATION、英国石油、礼来等公司将于公布财报；美股盘后，Lyft、动视暴雪、西方石油、金融壹账通将公布财报。\n此外，新东方此前发布公告，表示取消原定于周二发布的财报及电话会议。\n周三关键词：欧元区零售销售、ADP、EIA、美国非制造业PMI周三，经济数据方面，关注小非农美国7月ADP就业人数变动。\n此外，投资者可关注美国至7月30日当周API原油库存、以及EIA原油库存；机构预计美国7月ISM非制造业PMI数据可能显示扩张幅度小幅改善。\n财报方面，本田汽车、通用汽车等公司将于美股盘前公布财报；Roku、FASTLY INC、优步、西部数据、电子艺界、马拉松石油等将于美股盘后公布财报。\n新股方面，健康平台The Better Being Co.将登陆纽交所。\n周四关键词：英国央行决议、初请、美国贸易帐财经事件方面，新冠疫苗合作国际论坛首次会议将于今日举行。\n经济数据方面，英国央行将公布8月利率决定，预计英国央行的关注点将是看货币政策委员会中是否有人会取代现在已经离职的霍尔丹投票支持减少资产购买计划。\n此外，投资者可关注美国至7月31日当周初请失业金人数和美国6月贸易帐数据。\n财报方面，\n\n港股中芯国际、百济神州、长和、长实集团、福耀玻璃等将公布财报。 \n 美股盘前：Moderna、VIACOMCBS INC等公司将公布财报； \n 美股盘后： \n Beyond Meat、Illumina、图森未来、FISKER INC.、 \n 维珍银河、诺瓦瓦克斯医药、Square等公司将公布财报。 \n 此外，好未来此前发布公告，表示 \n 取消原定于周四发布的财报及电话会议。\n\n新股方面，健康管理公司WCG Clinical, Inc.、脱毛服务公司European Wax Center, Inc.登陆纳斯达克；安全和生存设备制造商CADRE HOLDINGS, INC.、户外烹饪公司Weber Inc.登陆纽交所。\n周五关键词：澳洲联储货币政策声明、非农就业财经事件方面，投资者可关注澳洲联储货币政策声明发布会、中芯国际Q2业绩说明会，此外，据以往日程安排，贝莱德可能将提交13F季度持仓报告。\n经济数据方面，美国7月失业率、7月季调后非农就业人口、6月批发销售月率等数据将陆续发布。\n财报方面，港股TCL电子、美股DraftKings Inc、挪威邮轮等公司将陆续公布财报。\n新股方面，美股Healthcare Royalty, Inc.今日上市。","news_type":1,"symbols_score_info":{"159934":0.9,"518880":0.9,"MGCmain":0.9,"ZFmain":0.9,"SGUmain":0.9,"NUGT":0.9,"ZBmain":0.9,"UBmain":0.9,"ZNmain":0.9,"GLD":0.9,"ZTmain":0.9,"SGCmain":0.9,"DUST":0.9,"GCmain":0.9,"IAU":0.9,"SImain":0.9,"TNmain":0.9,"GDX":0.9}},"isVote":1,"tweetType":1,"viewCount":2127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805815282,"gmtCreate":1627869692446,"gmtModify":1703496854701,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088047978787670","authorIdStr":"4088047978787670"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/805815282","repostId":"2156016299","repostType":4,"repost":{"id":"2156016299","kind":"highlight","pubTimestamp":1627863055,"share":"https://ttm.financial/m/news/2156016299?lang=&edition=fundamental","pubTime":"2021-08-02 08:10","market":"hk","language":"zh","title":"Surface Duo 2将至，微软手机的野望仍未熄灭","url":"https://stock-news.laohu8.com/highlight/detail?id=2156016299","media":"三易生活","summary":"如今对于微软来说，智能手机产品线或依旧还存在一定的价值。","content":"<p>一直以来，<a href=\"https://laohu8.com/S/MSFT\">微软</a>给外界的印象就是其在软件行业取得了空前的成功，Windows、Office，乃至让其重返巅峰的Azure莫不如此，但在硬件领域，微软的表现就有些一言难尽了。例如其在2019年夏季发布的Surface Duo，几乎就堪称是微软不堪回首的一场败局。<img src=\"https://static.tigerbbs.com/53185a6f569398396796bd0fb4dfe1fe\" tg-width=\"600\" tg-height=\"450\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">作为消费者期盼已久的“Surface Phone”，Surface Duo却并没有为其在移动端打开局面，反而收获了来自例如CNBC、瘾科技等媒体“不成熟，不建议购买”的评价。事实上，Surface Duo的价格走势或许能够在一定程度上反应其受欢迎程度，在上市一个月后，这款机型的价格就由1399.9美元降至1199.9美元，一年后更是低至409.99美元。</p>\n<p>如此惊人的价格跳水幅度其实已经能够说明问题，Surface Duo并没有受到消费者的青睐。然而，在Surface Duo市场表现不佳，以及微软方面已经确定为双屏设备研发的Windows 10X不会作为一款独立操作系统发布，而是将其关键功能带到Windows 10与其他产品中后，当外界认为Surface Duo将重蹈微软手环、Surface RT的覆辙时，日前Surface Duo 2的相关信息却被海外科技媒体The Verge曝光了。<img src=\"https://static.tigerbbs.com/e6e888188b23906f700e3b8da68e4be9\" tg-width=\"600\" tg-height=\"414\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>根据此次曝光的信息显示，Surface Duo 2延续了双屏的机身形态，并没有采用当下主流折叠屏设计，后摄模组从单摄升级为主摄+超广角+长焦的三摄，搭载<a href=\"https://laohu8.com/S/QCOM\">高通</a>骁龙888主控，支持NFC，预装Android 11操作系统，支持侧置式指纹识别。从这些来看不难发现，Surface Duo 2的升级更多集中在硬件配置方面。</p>\n<p>但在外界看来，微软选择在Surface Duo 2做上出这样的改变，颇有些“头痛医头，脚痛医脚”。此前Surface Duo为什么会出现遭受场冷遇，其实性价比低是一个非常关键的问题。作为一款售价近1400美元、媲美顶配版iPhone12 Pro Max的产品，微软在这款2019年夏季发布、2020年9月开售的Surface Duo上犯了硬件严重落伍的错误。</p>\n<p><img src=\"https://static.tigerbbs.com/5175e915ed5d4a87d081a8adf9c47f8b\" tg-width=\"600\" tg-height=\"399\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>在核心硬件上，Surface Duo由两块单独的5.6英寸AMOLED屏幕组成，机身展开时能够连接在一起成为一块8.1英寸的大尺寸屏幕，搭载高通骁龙855主控，电池容量为3577mAh，配备了1100万像素的单摄，支持18W快充、Wi-Fi5、蓝牙5.0等功能，但并不支持5G网络及NFC。</p>\n<p>如果Surface Duo能够在2019年秋季上线，这样的硬件配置确实还有一定的吸引力，但是在2020年下半年，当配备骁龙865 Plus的Android旗舰产品出炉后，以上千美元的价格购买一台这款机型，显然对于消费者的说服力是不够的，并且在折叠屏机型经过了近两年的发展后，消费者更愿意看到的是一整块不会被铰链分割，能够弯折的屏幕，而且在当时，市场上还有产品力更强的<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>Galaxy Z Fold 2可供选择。</p>\n<p><img src=\"https://static.tigerbbs.com/52fcc11ef82cbd649e3f922d0e7491ff\" tg-width=\"600\" tg-height=\"407\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>当然，即便在2019年夏季发布Surface Duo时，微软方面或许也没有想过以配置制胜，其对于Surface Duo的定位是能帮助用户重新思考如何使用“口袋里的设备”，而不是单纯地定义为一款折叠屏机型。微软硬件部门主管Panos Panay在此前接受The Verge采访时就曾表示，“用手机等类似词汇来为Surface Duo下定义往往有一定局限性，我也很抵触这样的说法。”</p>\n<p>根据Panos Panay的说法，Surface Duo是为微软应用生态服务的。利用双屏形态在生产力场景下，在多任务处理上的优势，来承载起自身应用生态无疑是微软方面的想法，而官方描述的一边进行Teams会议、一边使用OneNote记笔记的场景也很有画面感。所以本质上来说，Surface Duo更像是一款PDA，而不是折叠屏手机，是试图填补笔记本电脑无法兼顾的移动办公需求的空白。</p>\n<p>但遗憾的是，由于失去了Windows Phone，导致微软在移动生态领域几乎失去了话语权和对开发者的号召力，这款在Surface的产品思维打造之下的机型，再次重复了当初Windows Phone的困境，广大的第三方应用开发者对其兴趣缺缺。只有像Office、OneNote等“微软全家桶”才对其双屏设计有着较好的优化，第三方应用的适配进度则非常缓慢。</p>\n<p><img src=\"https://static.tigerbbs.com/35a8c2096b3de73df60c614803fa9d11\" tg-width=\"600\" tg-height=\"450\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>更为致命的一点，是Surface Duo遇到了所有初代硬件产品都难以避免的问题——层出不穷的BUG。根据用户的反馈，Surface Duo在使用的过程中屏幕不正常闪烁、触控故障，使用手势过程中反应不灵敏、延迟，USB-C接口断裂，乃至电池膨胀等问题不一而足。</p>\n<p>既然Surface Duo不成功，为什么还会有续作产品呢？在我们看来，微软之所以继续保留这一产品线，原生支持Android应用的Windows 11是助力，而核心则源于微软关于Microsoft Graph的野望，需要Surface Duo的帮助。</p>\n<p><img src=\"https://static.tigerbbs.com/3527d30c8ca81be9b3918a0fad1c17ee\" tg-width=\"600\" tg-height=\"491\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Windows 11原生支持Android应用在桌面端直接使用，代表着微软在经历了不甚成功的Windows on ARM后，找到了一个打通PC与移动端的契机。同样一款应用在PC和移动端无缝衔接，对于生产力场景而言显然是非常具有诱惑力的功能，这也意味着Surface Duo有了用武之地。</p>\n<p>而Microsoft Graph则是微软的远期目标，这是一套通用的API，开发者可以通过它轻松地访问微软在云端的服务和能力，并将其集成到自己的应用系统中，结合业务场景实现独特的价值。同时，Microsoft Graph也是硬件设备连接到Windows、Office 365、Outlook、Azure、Microsoft 365等一众微软服务的桥梁。</p>\n<p><img src=\"https://static.tigerbbs.com/c86bead8f4fffceb243511ca0e0bc111\" tg-width=\"600\" tg-height=\"400\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>开发者如果要开发一款应用程序，既需要提供邮件功能，又需要编辑和共享文件功能的话，就需要分别注册一个应用程序，再分别进行身份验证和授权，而且用到的代码库也可能是完全不同的。这时候，Microsoft Graph作为一个统一的支持平台就应运而生，其连接了微软的所有软件服务资源。</p>\n<p>Surface Duo在其中扮演的角色就是作为一款移动设备，为开发者、用户提供一个在移动端接入微软生态的入口。因为只要有开发者为Surface Duo编写应用，就需要用到Microsoft Graph这个提供访问微软在云端的服务和能力，并将其集成到自己应用中的API。</p>\n<p><img src=\"https://static.tigerbbs.com/81123dfc80cdc65dd6afbf3d75b2247f\" tg-width=\"600\" tg-height=\"344\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>所以即便Surface Duo如今市场表现不佳，但是其在微软的战略版图中或还有着一席之地，而财大气粗的微软自然也并不介意继续推进这一产品线。</p>","source":"36kr_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>Surface Duo 2将至，微软手机的野望仍未熄灭</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; 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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\">\nSurface Duo 2将至，微软手机的野望仍未熄灭\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-02 08:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1336104225151233><strong>三易生活</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一直以来，微软给外界的印象就是其在软件行业取得了空前的成功，Windows、Office，乃至让其重返巅峰的Azure莫不如此，但在硬件领域，微软的表现就有些一言难尽了。例如其在2019年夏季发布的Surface Duo，几乎就堪称是微软不堪回首的一场败局。作为消费者期盼已久的“Surface Phone”，Surface Duo却并没有为其在移动端打开局面，反而收获了来自例如CNBC、瘾科技等...</p>\n\n<a href=\"https://36kr.com/p/1336104225151233\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e6e888188b23906f700e3b8da68e4be9","relate_stocks":{"MSFT":"微软"},"source_url":"https://36kr.com/p/1336104225151233","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156016299","content_text":"一直以来，微软给外界的印象就是其在软件行业取得了空前的成功，Windows、Office，乃至让其重返巅峰的Azure莫不如此，但在硬件领域，微软的表现就有些一言难尽了。例如其在2019年夏季发布的Surface Duo，几乎就堪称是微软不堪回首的一场败局。作为消费者期盼已久的“Surface Phone”，Surface Duo却并没有为其在移动端打开局面，反而收获了来自例如CNBC、瘾科技等媒体“不成熟，不建议购买”的评价。事实上，Surface Duo的价格走势或许能够在一定程度上反应其受欢迎程度，在上市一个月后，这款机型的价格就由1399.9美元降至1199.9美元，一年后更是低至409.99美元。\n如此惊人的价格跳水幅度其实已经能够说明问题，Surface Duo并没有受到消费者的青睐。然而，在Surface Duo市场表现不佳，以及微软方面已经确定为双屏设备研发的Windows 10X不会作为一款独立操作系统发布，而是将其关键功能带到Windows 10与其他产品中后，当外界认为Surface Duo将重蹈微软手环、Surface RT的覆辙时，日前Surface Duo 2的相关信息却被海外科技媒体The Verge曝光了。\n根据此次曝光的信息显示，Surface Duo 2延续了双屏的机身形态，并没有采用当下主流折叠屏设计，后摄模组从单摄升级为主摄+超广角+长焦的三摄，搭载高通骁龙888主控，支持NFC，预装Android 11操作系统，支持侧置式指纹识别。从这些来看不难发现，Surface Duo 2的升级更多集中在硬件配置方面。\n但在外界看来，微软选择在Surface Duo 2做上出这样的改变，颇有些“头痛医头，脚痛医脚”。此前Surface Duo为什么会出现遭受场冷遇，其实性价比低是一个非常关键的问题。作为一款售价近1400美元、媲美顶配版iPhone12 Pro Max的产品，微软在这款2019年夏季发布、2020年9月开售的Surface Duo上犯了硬件严重落伍的错误。\n\n在核心硬件上，Surface Duo由两块单独的5.6英寸AMOLED屏幕组成，机身展开时能够连接在一起成为一块8.1英寸的大尺寸屏幕，搭载高通骁龙855主控，电池容量为3577mAh，配备了1100万像素的单摄，支持18W快充、Wi-Fi5、蓝牙5.0等功能，但并不支持5G网络及NFC。\n如果Surface Duo能够在2019年秋季上线，这样的硬件配置确实还有一定的吸引力，但是在2020年下半年，当配备骁龙865 Plus的Android旗舰产品出炉后，以上千美元的价格购买一台这款机型，显然对于消费者的说服力是不够的，并且在折叠屏机型经过了近两年的发展后，消费者更愿意看到的是一整块不会被铰链分割，能够弯折的屏幕，而且在当时，市场上还有产品力更强的三星Galaxy Z Fold 2可供选择。\n\n当然，即便在2019年夏季发布Surface Duo时，微软方面或许也没有想过以配置制胜，其对于Surface Duo的定位是能帮助用户重新思考如何使用“口袋里的设备”，而不是单纯地定义为一款折叠屏机型。微软硬件部门主管Panos Panay在此前接受The Verge采访时就曾表示，“用手机等类似词汇来为Surface Duo下定义往往有一定局限性，我也很抵触这样的说法。”\n根据Panos Panay的说法，Surface Duo是为微软应用生态服务的。利用双屏形态在生产力场景下，在多任务处理上的优势，来承载起自身应用生态无疑是微软方面的想法，而官方描述的一边进行Teams会议、一边使用OneNote记笔记的场景也很有画面感。所以本质上来说，Surface Duo更像是一款PDA，而不是折叠屏手机，是试图填补笔记本电脑无法兼顾的移动办公需求的空白。\n但遗憾的是，由于失去了Windows Phone，导致微软在移动生态领域几乎失去了话语权和对开发者的号召力，这款在Surface的产品思维打造之下的机型，再次重复了当初Windows Phone的困境，广大的第三方应用开发者对其兴趣缺缺。只有像Office、OneNote等“微软全家桶”才对其双屏设计有着较好的优化，第三方应用的适配进度则非常缓慢。\n\n更为致命的一点，是Surface Duo遇到了所有初代硬件产品都难以避免的问题——层出不穷的BUG。根据用户的反馈，Surface Duo在使用的过程中屏幕不正常闪烁、触控故障，使用手势过程中反应不灵敏、延迟，USB-C接口断裂，乃至电池膨胀等问题不一而足。\n既然Surface Duo不成功，为什么还会有续作产品呢？在我们看来，微软之所以继续保留这一产品线，原生支持Android应用的Windows 11是助力，而核心则源于微软关于Microsoft Graph的野望，需要Surface Duo的帮助。\n\nWindows 11原生支持Android应用在桌面端直接使用，代表着微软在经历了不甚成功的Windows on ARM后，找到了一个打通PC与移动端的契机。同样一款应用在PC和移动端无缝衔接，对于生产力场景而言显然是非常具有诱惑力的功能，这也意味着Surface Duo有了用武之地。\n而Microsoft Graph则是微软的远期目标，这是一套通用的API，开发者可以通过它轻松地访问微软在云端的服务和能力，并将其集成到自己的应用系统中，结合业务场景实现独特的价值。同时，Microsoft Graph也是硬件设备连接到Windows、Office 365、Outlook、Azure、Microsoft 365等一众微软服务的桥梁。\n\n开发者如果要开发一款应用程序，既需要提供邮件功能，又需要编辑和共享文件功能的话，就需要分别注册一个应用程序，再分别进行身份验证和授权，而且用到的代码库也可能是完全不同的。这时候，Microsoft Graph作为一个统一的支持平台就应运而生，其连接了微软的所有软件服务资源。\nSurface Duo在其中扮演的角色就是作为一款移动设备，为开发者、用户提供一个在移动端接入微软生态的入口。因为只要有开发者为Surface Duo编写应用，就需要用到Microsoft Graph这个提供访问微软在云端的服务和能力，并将其集成到自己应用中的API。\n\n所以即便Surface Duo如今市场表现不佳，但是其在微软的战略版图中或还有着一席之地，而财大气粗的微软自然也并不介意继续推进这一产品线。","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":3048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805815313,"gmtCreate":1627869678732,"gmtModify":1703496853700,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088047978787670","authorIdStr":"4088047978787670"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805815313","repostId":"2156162466","repostType":4,"repost":{"id":"2156162466","kind":"highlight","pubTimestamp":1627865012,"share":"https://ttm.financial/m/news/2156162466?lang=&edition=fundamental","pubTime":"2021-08-02 08:43","market":"us","language":"zh","title":"全球最大铜矿工人决定罢工，铜价会受影响吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2156162466","media":"华尔街见闻","summary":"作为全球最大铜矿，Escondida铜矿占据全球铜供应的5%。疫情期间，智利铜矿劳动力已因防控措施减少了10%，罢工可能加剧铜价的上涨，甚至高于5月份创下的历史新高。","content":"<p><a href=\"https://laohu8.com/S/BBL\">必和必拓</a>位于智利的Escondida铜矿的工人投票决定罢工，以向集团施压，争取更好的工资和福利。事件对全球铜供应的扰动或将使铜价再迎一波上涨。</p>\n<p>Escondida铜矿工会周六在声明中表示，其2164名成员（占投票人数的 99.5%）选择拒绝<a href=\"https://laohu8.com/S/BHP.AU\">必和必拓</a>集团所提出有关薪资要求的最终合同要约，因工会所要求的疫情期间为工人提供一次性奖金、给予工人与绩效挂钩的补偿、改进职业发展计划和教育福利等条款并未包含在内。</p>\n<p>作为全球最大铜矿，Escondida铜矿占据全球铜供应的5%；2017年该铜矿曾罢工长达44天，对智利经济和全球供应链形成不小打击，此次罢工因此备受关注。目前罢工尚未正式实行，华尔街日报援引分析师称，智利劳动法规定矿工须在政府强制调解期间继续工作长达10天，投票决定罢工在各行各业通常被视为一种谈判策略。</p>\n<p>工会表示：</p>\n<blockquote>\n 我们希望这次压倒性的投票结果将向必和必拓敲响警钟，以便与集团启动实质性讨论并达成令人满意的协议——如果集团想避免长时间的冲突的话。这可能是智利历史上代价最大的工会冲突。\n</blockquote>\n<p>疫情期间，智利铜矿劳动力已因防控措施减少了10%。加上预计全球经济复苏后能源转型加速，电动车和可再生能源对铜需求量增加，铜价已经在今年早些时候飙升至创纪录水平。分析师表示，罢工可能加剧铜价的上涨。</p>\n<p>惠誉分析师 Sabrin Chowdhury 表示：</p>\n<blockquote>\n 无论罢工发生与否，都会导致投资者恐慌，因为最近几周交易所的铜库存急剧下降。市场已经吃紧，供不应求，正努力恢复到疫情爆发前的水平。如果罢工真的发生，铜价将创下历史新高，高于5月份的水平。\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/779b10ba2bea544aa0621345622ccef4\" tg-width=\"930\" tg-height=\"609\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>本周伦敦金属交易所铜价攀升至六周高点，并接近5月份的历史高点。 <a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>表示，合约谈判是短期铜前景的关键。该行表示，尽管随着产量增长超过需求，该银行预计 2022年铜将出现过剩，但今年全球市场仍面临铜供应短缺。</p>","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>全球最大铜矿工人决定罢工，铜价会受影响吗？</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\">\n全球最大铜矿工人决定罢工，铜价会受影响吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-02 08:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3636864><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>必和必拓位于智利的Escondida铜矿的工人投票决定罢工，以向集团施压，争取更好的工资和福利。事件对全球铜供应的扰动或将使铜价再迎一波上涨。\nEscondida铜矿工会周六在声明中表示，其2164名成员（占投票人数的 99.5%）选择拒绝必和必拓集团所提出有关薪资要求的最终合同要约，因工会所要求的疫情期间为工人提供一次性奖金、给予工人与绩效挂钩的补偿、改进职业发展计划和教育福利等条款并未包含在内...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3636864\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/80c13588f559343a96ce06d72d3cf4d5","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3636864","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156162466","content_text":"必和必拓位于智利的Escondida铜矿的工人投票决定罢工，以向集团施压，争取更好的工资和福利。事件对全球铜供应的扰动或将使铜价再迎一波上涨。\nEscondida铜矿工会周六在声明中表示，其2164名成员（占投票人数的 99.5%）选择拒绝必和必拓集团所提出有关薪资要求的最终合同要约，因工会所要求的疫情期间为工人提供一次性奖金、给予工人与绩效挂钩的补偿、改进职业发展计划和教育福利等条款并未包含在内。\n作为全球最大铜矿，Escondida铜矿占据全球铜供应的5%；2017年该铜矿曾罢工长达44天，对智利经济和全球供应链形成不小打击，此次罢工因此备受关注。目前罢工尚未正式实行，华尔街日报援引分析师称，智利劳动法规定矿工须在政府强制调解期间继续工作长达10天，投票决定罢工在各行各业通常被视为一种谈判策略。\n工会表示：\n\n 我们希望这次压倒性的投票结果将向必和必拓敲响警钟，以便与集团启动实质性讨论并达成令人满意的协议——如果集团想避免长时间的冲突的话。这可能是智利历史上代价最大的工会冲突。\n\n疫情期间，智利铜矿劳动力已因防控措施减少了10%。加上预计全球经济复苏后能源转型加速，电动车和可再生能源对铜需求量增加，铜价已经在今年早些时候飙升至创纪录水平。分析师表示，罢工可能加剧铜价的上涨。\n惠誉分析师 Sabrin Chowdhury 表示：\n\n 无论罢工发生与否，都会导致投资者恐慌，因为最近几周交易所的铜库存急剧下降。市场已经吃紧，供不应求，正努力恢复到疫情爆发前的水平。如果罢工真的发生，铜价将创下历史新高，高于5月份的水平。\n\n\n本周伦敦金属交易所铜价攀升至六周高点，并接近5月份的历史高点。 摩根士丹利表示，合约谈判是短期铜前景的关键。该行表示，尽管随着产量增长超过需求，该银行预计 2022年铜将出现过剩，但今年全球市场仍面临铜供应短缺。","news_type":1,"symbols_score_info":{"HGmain":0.9}},"isVote":1,"tweetType":1,"viewCount":2078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803288660,"gmtCreate":1627441499850,"gmtModify":1703490038309,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088047978787670","authorIdStr":"4088047978787670"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803288660","repostId":"2154948228","repostType":4,"isVote":1,"tweetType":1,"viewCount":2185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803281245,"gmtCreate":1627441459487,"gmtModify":1703490037153,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088047978787670","authorIdStr":"4088047978787670"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$XIAOMI-W(01810)$</a>up","listText":"<a 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brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1627440458,"share":"https://ttm.financial/m/news/2154945720?lang=&edition=fundamental","pubTime":"2021-07-28 10:47","market":"fut","language":"en","title":"Bitcoin rises above $40,000","url":"https://stock-news.laohu8.com/highlight/detail?id=2154945720","media":"Reuters","summary":"SINGAPORE, July 28 (Reuters) - Bitcoin broke above $40,000 on Wednesday and headed for another attem","content":"<p>SINGAPORE, July 28 (Reuters) - Bitcoin broke above $40,000 on Wednesday and headed for another attempt at breaking from its monthslong range as short sellers bailed out and traders drew confidence from recent positive comments about the cryptocurrency by high-profile investors.</p>\n<p>Bitcoin&nbsp;was last up 1.7% at $40,149 while rival cryptocurrency ether rose 1% to $2,328. Bitcoin is within a whisker of rising through its 100-day moving average.</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>Bitcoin rises above $40,000</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\">\nBitcoin rises above $40,000\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-28 10:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>SINGAPORE, July 28 (Reuters) - Bitcoin broke above $40,000 on Wednesday and headed for another attempt at breaking from its monthslong range as short sellers bailed out and traders drew confidence from recent positive comments about the cryptocurrency by high-profile investors.</p>\n<p>Bitcoin&nbsp;was last up 1.7% at $40,149 while rival cryptocurrency ether rose 1% to $2,328. Bitcoin is within a whisker of rising through its 100-day moving average.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154945720","content_text":"SINGAPORE, July 28 (Reuters) - Bitcoin broke above $40,000 on Wednesday and headed for another attempt at breaking from its monthslong range as short sellers bailed out and traders drew confidence from recent positive comments about the cryptocurrency by high-profile investors.\nBitcoin was last up 1.7% at $40,149 while rival cryptocurrency ether rose 1% to $2,328. Bitcoin is within a whisker of rising through its 100-day moving average.","news_type":1,"symbols_score_info":{"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809185278,"gmtCreate":1627352627394,"gmtModify":1703488182018,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088047978787670","authorIdStr":"4088047978787670"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809185278","repostId":"2154969657","repostType":4,"isVote":1,"tweetType":1,"viewCount":1086,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800050213,"gmtCreate":1627267278432,"gmtModify":1703486341545,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088047978787670","authorIdStr":"4088047978787670"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800050213","repostId":"2154593428","repostType":4,"isVote":1,"tweetType":1,"viewCount":669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800025698,"gmtCreate":1627267121014,"gmtModify":1703486337568,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088047978787670","authorIdStr":"4088047978787670"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800025698","repostId":"2154893468","repostType":4,"isVote":1,"tweetType":1,"viewCount":984,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800028645,"gmtCreate":1627266934587,"gmtModify":1703486332455,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088047978787670","authorIdStr":"4088047978787670"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/800028645","repostId":"1136191119","repostType":4,"repost":{"id":"1136191119","kind":"news","pubTimestamp":1627257546,"share":"https://ttm.financial/m/news/1136191119?lang=&edition=fundamental","pubTime":"2021-07-26 07:59","market":"fut","language":"en","title":"Oil Edges Higher With Robust Demand Outlook Clouded by Delta","url":"https://stock-news.laohu8.com/highlight/detail?id=1136191119","media":"Bloomberg","summary":" -- Oil edged higher after eking out a modest weekly gain as investors assessed the outlook for demand amid a resurgence in Covid-19.Futures in New York traded above $72 a barrel after adding 0.4% last week, the first weekly advance in three. There are signs that demand for fuels such as gasoline has increased as vaccination programs are rolled out, although the fast-spreading delta variant has raised concerns about the short-term outlook. Tight restrictions have been renewed including curfews i","content":"<p>(Bloomberg) -- Oil edged higher after eking out a modest weekly gain as investors assessed the outlook for demand amid a resurgence in Covid-19.</p>\n<p>Futures in New York traded above $72 a barrel after adding 0.4% last week, the first weekly advance in three. There are signs that demand for fuels such as gasoline has increased as vaccination programs are rolled out, although the fast-spreading delta variant has raised concerns about the short-term outlook. Tight restrictions have been renewed including curfews in some places.</p>\n<p>The latest virus flare-up has coincided with a salvaged OPEC+ agreement to add more barrels from August, whipping up stiff headwinds for oil and interrupting a price rally. Expectations are for a continued tightening of the market throughout the rest of 2021, however, leading to even higher prices.</p>\n<p>While the recovery in key energy consumers such as the U.S. and China has helped to drain bloated crude and fuel stockpiles built up during the pandemic, the aviation sector is lagging. Air travel has jumped in North America, but that’s done little to diminish the massive glut in jet fuel inventories.</p>\n<p>The prompt timespread for Brent was 65 cents a barrel in backwardation -- a bullish market structure where near-dated prices are more expensive than later-dated ones. That compares with 88 cents at the beginning of July.</p>\n<p>Countries including Thailand and Vietnam are imposing curfews in cities to battle a surge in Covid-19 cases, while in Germany senior politicians have floated the possibility of tough restrictions for the unvaccinated. The top U.S. infectious disease expert, Anthony Fauci, warned that the nation is moving in the “wrong direction” in combating the new wave of the pandemic.</p>","source":"lsy1612507957220","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>Oil Edges Higher With Robust Demand Outlook Clouded by Delta</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\">\nOil Edges Higher With Robust Demand Outlook Clouded by Delta\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 07:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/oil-edges-higher-weekly-gain-225208090.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Oil edged higher after eking out a modest weekly gain as investors assessed the outlook for demand amid a resurgence in Covid-19.\nFutures in New York traded above $72 a barrel after ...</p>\n\n<a href=\"https://finance.yahoo.com/news/oil-edges-higher-weekly-gain-225208090.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/oil-edges-higher-weekly-gain-225208090.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136191119","content_text":"(Bloomberg) -- Oil edged higher after eking out a modest weekly gain as investors assessed the outlook for demand amid a resurgence in Covid-19.\nFutures in New York traded above $72 a barrel after adding 0.4% last week, the first weekly advance in three. There are signs that demand for fuels such as gasoline has increased as vaccination programs are rolled out, although the fast-spreading delta variant has raised concerns about the short-term outlook. Tight restrictions have been renewed including curfews in some places.\nThe latest virus flare-up has coincided with a salvaged OPEC+ agreement to add more barrels from August, whipping up stiff headwinds for oil and interrupting a price rally. Expectations are for a continued tightening of the market throughout the rest of 2021, however, leading to even higher prices.\nWhile the recovery in key energy consumers such as the U.S. and China has helped to drain bloated crude and fuel stockpiles built up during the pandemic, the aviation sector is lagging. Air travel has jumped in North America, but that’s done little to diminish the massive glut in jet fuel inventories.\nThe prompt timespread for Brent was 65 cents a barrel in backwardation -- a bullish market structure where near-dated prices are more expensive than later-dated ones. That compares with 88 cents at the beginning of July.\nCountries including Thailand and Vietnam are imposing curfews in cities to battle a surge in Covid-19 cases, while in Germany senior politicians have floated the possibility of tough restrictions for the unvaccinated. The top U.S. infectious disease expert, Anthony Fauci, warned that the nation is moving in the “wrong direction” in combating the new wave of the pandemic.","news_type":1,"symbols_score_info":{"CLmain":0.9}},"isVote":1,"tweetType":1,"viewCount":822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174506475,"gmtCreate":1627107391497,"gmtModify":1703484393619,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088047978787670","authorIdStr":"4088047978787670"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/174506475","repostId":"1147980203","repostType":4,"repost":{"id":"1147980203","kind":"news","pubTimestamp":1627040384,"share":"https://ttm.financial/m/news/1147980203?lang=&edition=fundamental","pubTime":"2021-07-23 19:39","market":"us","language":"en","title":"Amazon Stock: This Is How Subscriptions Matter","url":"https://stock-news.laohu8.com/highlight/detail?id=1147980203","media":"The Street","summary":"Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the suc","content":"<blockquote>\n Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n</blockquote>\n<p>Amazon&nbsp;(<b>AMZN</b>) -Get Report&nbsp;is well known for its e-commerce and cloud services. But the company has been diversifying its business model in the past several years and gaining scale. For example, the 200 million Prime accountsmeanthat Amazon’s Prime Video has become one of the most widely available streaming services in the world.</p>\n<p>But if potential investors were to consider buying Amazon stock today, should they focus their due diligence on Amazon’s “side gigs”, particularly subscriptions? Amazon Prime, Prime Video and others: could they be an important piece of the investment thesis?</p>\n<p><b>A snapshot of Amazon’s businesses</b></p>\n<p>Around 70% of Amazon’s revenues come from e-commerce, broken into two major categories: 1P and 3P. The first consists of sales made by Amazon itself, while the latter pertains to thirty-party vendors that sell their products through Amazon’s marketplace.</p>\n<p>Another 12% of Amazon’s revenues come from AWS, the acronym for Amazon Web Service. The segment provides cloud infrastructure services primarily to enterprises and competes with the likes of Microsoft’s Azure.</p>\n<p>Aside from physical stores and other minor activities, subscriptions account for only around 7% of Amazon’s total revenues – a drop in the bucket.</p>\n<p><b>Does it matter?</b></p>\n<p>At first glance, even if all of Amazon’s sub revenues were to vanish overnight (not practical, only a thought exercise), the company would still be left with a giant retail and cloud business that grew sales ata dizzying rate of around 40% last quarter. Without subscriptions, Amazon’s Q1 sales would have still increased by a respectable 34% year-over-year -- more so than in any quarter of 2019.</p>\n<p>From a number’s perspective, Amazon would probably be fine deemphasizing its subscription businesses to become a pure-play e-commerce and cloud giant. US e-commerce isforecastedto grow 20% by 2025, and Amazon is likely to control a large piece of this expanding market. Worldwide, e-commerce is expected to grow an even better 30%, and Amazon’s footprint expansion opportunities outside North America are substantial.</p>\n<p><b>Think bigger picture</b></p>\n<p>The catch is that subscriptions serve as a hook to attract and retain Amazon customers into its retail ecosystem.</p>\n<p>For instance, a Prime subscription brings in no more than $120 per year to Amazon’s coffers. Considering the costly benefits of a Prime account (i.e. fast delivery, access to audio and video content that is expensive to produce), the Seattle-based company probably sees little of the revenue trickling down to earnings.</p>\n<p>However, a Prime member is a much better Amazon customer compared to those who do not have a membership. According toForbes, a staggering 96% of all Prime members agree that they are more likely to buy from Amazon than from other e-commerce vendors. See below.</p>\n<p><img src=\"https://static.tigerbbs.com/348e859b0c882c8e45d3edc9324f8351\" tg-width=\"700\" tg-height=\"314\" width=\"100%\" height=\"auto\">“Ecosystem” may be an overused term, but it seems to be the path to success that Big Tech companies like Amazon have been carving. While the company’s subscription business is far from being a large revenue generator, it probably contributes greatly, although mostly indirectly, to Amazon’s dominance in e-commerce.</p>","source":"lsy1610613172068","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>Amazon Stock: This Is How Subscriptions Matter</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\">\nAmazon Stock: This Is How Subscriptions Matter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 19:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n\nAmazon (...</p>\n\n<a href=\"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147980203","content_text":"Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n\nAmazon (AMZN) -Get Report is well known for its e-commerce and cloud services. But the company has been diversifying its business model in the past several years and gaining scale. For example, the 200 million Prime accountsmeanthat Amazon’s Prime Video has become one of the most widely available streaming services in the world.\nBut if potential investors were to consider buying Amazon stock today, should they focus their due diligence on Amazon’s “side gigs”, particularly subscriptions? Amazon Prime, Prime Video and others: could they be an important piece of the investment thesis?\nA snapshot of Amazon’s businesses\nAround 70% of Amazon’s revenues come from e-commerce, broken into two major categories: 1P and 3P. The first consists of sales made by Amazon itself, while the latter pertains to thirty-party vendors that sell their products through Amazon’s marketplace.\nAnother 12% of Amazon’s revenues come from AWS, the acronym for Amazon Web Service. The segment provides cloud infrastructure services primarily to enterprises and competes with the likes of Microsoft’s Azure.\nAside from physical stores and other minor activities, subscriptions account for only around 7% of Amazon’s total revenues – a drop in the bucket.\nDoes it matter?\nAt first glance, even if all of Amazon’s sub revenues were to vanish overnight (not practical, only a thought exercise), the company would still be left with a giant retail and cloud business that grew sales ata dizzying rate of around 40% last quarter. Without subscriptions, Amazon’s Q1 sales would have still increased by a respectable 34% year-over-year -- more so than in any quarter of 2019.\nFrom a number’s perspective, Amazon would probably be fine deemphasizing its subscription businesses to become a pure-play e-commerce and cloud giant. US e-commerce isforecastedto grow 20% by 2025, and Amazon is likely to control a large piece of this expanding market. Worldwide, e-commerce is expected to grow an even better 30%, and Amazon’s footprint expansion opportunities outside North America are substantial.\nThink bigger picture\nThe catch is that subscriptions serve as a hook to attract and retain Amazon customers into its retail ecosystem.\nFor instance, a Prime subscription brings in no more than $120 per year to Amazon’s coffers. Considering the costly benefits of a Prime account (i.e. fast delivery, access to audio and video content that is expensive to produce), the Seattle-based company probably sees little of the revenue trickling down to earnings.\nHowever, a Prime member is a much better Amazon customer compared to those who do not have a membership. According toForbes, a staggering 96% of all Prime members agree that they are more likely to buy from Amazon than from other e-commerce vendors. See below.\n“Ecosystem” may be an overused term, but it seems to be the path to success that Big Tech companies like Amazon have been carving. While the company’s subscription business is far from being a large revenue generator, it probably contributes greatly, although mostly indirectly, to Amazon’s dominance in e-commerce.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172669160,"gmtCreate":1626959299650,"gmtModify":1703481343385,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088047978787670","authorIdStr":"4088047978787670"},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/172669160","repostId":"2153673734","repostType":4,"isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172687915,"gmtCreate":1626959159537,"gmtModify":1703481340473,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088047978787670","authorIdStr":"4088047978787670"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/172687915","repostId":"1175975559","repostType":4,"isVote":1,"tweetType":1,"viewCount":1011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":881597976,"gmtCreate":1631358306995,"gmtModify":1676530535134,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088047978787670","idStr":"4088047978787670"},"themes":[],"htmlText":"<a 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08:10","market":"hk","language":"zh","title":"Surface Duo 2将至，微软手机的野望仍未熄灭","url":"https://stock-news.laohu8.com/highlight/detail?id=2156016299","media":"三易生活","summary":"如今对于微软来说，智能手机产品线或依旧还存在一定的价值。","content":"<p>一直以来，<a href=\"https://laohu8.com/S/MSFT\">微软</a>给外界的印象就是其在软件行业取得了空前的成功，Windows、Office，乃至让其重返巅峰的Azure莫不如此，但在硬件领域，微软的表现就有些一言难尽了。例如其在2019年夏季发布的Surface Duo，几乎就堪称是微软不堪回首的一场败局。<img src=\"https://static.tigerbbs.com/53185a6f569398396796bd0fb4dfe1fe\" tg-width=\"600\" tg-height=\"450\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">作为消费者期盼已久的“Surface Phone”，Surface Duo却并没有为其在移动端打开局面，反而收获了来自例如CNBC、瘾科技等媒体“不成熟，不建议购买”的评价。事实上，Surface Duo的价格走势或许能够在一定程度上反应其受欢迎程度，在上市一个月后，这款机型的价格就由1399.9美元降至1199.9美元，一年后更是低至409.99美元。</p>\n<p>如此惊人的价格跳水幅度其实已经能够说明问题，Surface Duo并没有受到消费者的青睐。然而，在Surface Duo市场表现不佳，以及微软方面已经确定为双屏设备研发的Windows 10X不会作为一款独立操作系统发布，而是将其关键功能带到Windows 10与其他产品中后，当外界认为Surface Duo将重蹈微软手环、Surface RT的覆辙时，日前Surface Duo 2的相关信息却被海外科技媒体The Verge曝光了。<img src=\"https://static.tigerbbs.com/e6e888188b23906f700e3b8da68e4be9\" tg-width=\"600\" tg-height=\"414\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>根据此次曝光的信息显示，Surface Duo 2延续了双屏的机身形态，并没有采用当下主流折叠屏设计，后摄模组从单摄升级为主摄+超广角+长焦的三摄，搭载<a href=\"https://laohu8.com/S/QCOM\">高通</a>骁龙888主控，支持NFC，预装Android 11操作系统，支持侧置式指纹识别。从这些来看不难发现，Surface Duo 2的升级更多集中在硬件配置方面。</p>\n<p>但在外界看来，微软选择在Surface Duo 2做上出这样的改变，颇有些“头痛医头，脚痛医脚”。此前Surface Duo为什么会出现遭受场冷遇，其实性价比低是一个非常关键的问题。作为一款售价近1400美元、媲美顶配版iPhone12 Pro Max的产品，微软在这款2019年夏季发布、2020年9月开售的Surface Duo上犯了硬件严重落伍的错误。</p>\n<p><img src=\"https://static.tigerbbs.com/5175e915ed5d4a87d081a8adf9c47f8b\" tg-width=\"600\" tg-height=\"399\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>在核心硬件上，Surface Duo由两块单独的5.6英寸AMOLED屏幕组成，机身展开时能够连接在一起成为一块8.1英寸的大尺寸屏幕，搭载高通骁龙855主控，电池容量为3577mAh，配备了1100万像素的单摄，支持18W快充、Wi-Fi5、蓝牙5.0等功能，但并不支持5G网络及NFC。</p>\n<p>如果Surface Duo能够在2019年秋季上线，这样的硬件配置确实还有一定的吸引力，但是在2020年下半年，当配备骁龙865 Plus的Android旗舰产品出炉后，以上千美元的价格购买一台这款机型，显然对于消费者的说服力是不够的，并且在折叠屏机型经过了近两年的发展后，消费者更愿意看到的是一整块不会被铰链分割，能够弯折的屏幕，而且在当时，市场上还有产品力更强的<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>Galaxy Z Fold 2可供选择。</p>\n<p><img src=\"https://static.tigerbbs.com/52fcc11ef82cbd649e3f922d0e7491ff\" tg-width=\"600\" tg-height=\"407\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>当然，即便在2019年夏季发布Surface Duo时，微软方面或许也没有想过以配置制胜，其对于Surface Duo的定位是能帮助用户重新思考如何使用“口袋里的设备”，而不是单纯地定义为一款折叠屏机型。微软硬件部门主管Panos Panay在此前接受The Verge采访时就曾表示，“用手机等类似词汇来为Surface Duo下定义往往有一定局限性，我也很抵触这样的说法。”</p>\n<p>根据Panos Panay的说法，Surface Duo是为微软应用生态服务的。利用双屏形态在生产力场景下，在多任务处理上的优势，来承载起自身应用生态无疑是微软方面的想法，而官方描述的一边进行Teams会议、一边使用OneNote记笔记的场景也很有画面感。所以本质上来说，Surface Duo更像是一款PDA，而不是折叠屏手机，是试图填补笔记本电脑无法兼顾的移动办公需求的空白。</p>\n<p>但遗憾的是，由于失去了Windows Phone，导致微软在移动生态领域几乎失去了话语权和对开发者的号召力，这款在Surface的产品思维打造之下的机型，再次重复了当初Windows Phone的困境，广大的第三方应用开发者对其兴趣缺缺。只有像Office、OneNote等“微软全家桶”才对其双屏设计有着较好的优化，第三方应用的适配进度则非常缓慢。</p>\n<p><img src=\"https://static.tigerbbs.com/35a8c2096b3de73df60c614803fa9d11\" tg-width=\"600\" tg-height=\"450\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>更为致命的一点，是Surface Duo遇到了所有初代硬件产品都难以避免的问题——层出不穷的BUG。根据用户的反馈，Surface Duo在使用的过程中屏幕不正常闪烁、触控故障，使用手势过程中反应不灵敏、延迟，USB-C接口断裂，乃至电池膨胀等问题不一而足。</p>\n<p>既然Surface Duo不成功，为什么还会有续作产品呢？在我们看来，微软之所以继续保留这一产品线，原生支持Android应用的Windows 11是助力，而核心则源于微软关于Microsoft Graph的野望，需要Surface Duo的帮助。</p>\n<p><img src=\"https://static.tigerbbs.com/3527d30c8ca81be9b3918a0fad1c17ee\" tg-width=\"600\" tg-height=\"491\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Windows 11原生支持Android应用在桌面端直接使用，代表着微软在经历了不甚成功的Windows on ARM后，找到了一个打通PC与移动端的契机。同样一款应用在PC和移动端无缝衔接，对于生产力场景而言显然是非常具有诱惑力的功能，这也意味着Surface Duo有了用武之地。</p>\n<p>而Microsoft Graph则是微软的远期目标，这是一套通用的API，开发者可以通过它轻松地访问微软在云端的服务和能力，并将其集成到自己的应用系统中，结合业务场景实现独特的价值。同时，Microsoft Graph也是硬件设备连接到Windows、Office 365、Outlook、Azure、Microsoft 365等一众微软服务的桥梁。</p>\n<p><img src=\"https://static.tigerbbs.com/c86bead8f4fffceb243511ca0e0bc111\" tg-width=\"600\" tg-height=\"400\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>开发者如果要开发一款应用程序，既需要提供邮件功能，又需要编辑和共享文件功能的话，就需要分别注册一个应用程序，再分别进行身份验证和授权，而且用到的代码库也可能是完全不同的。这时候，Microsoft Graph作为一个统一的支持平台就应运而生，其连接了微软的所有软件服务资源。</p>\n<p>Surface Duo在其中扮演的角色就是作为一款移动设备，为开发者、用户提供一个在移动端接入微软生态的入口。因为只要有开发者为Surface Duo编写应用，就需要用到Microsoft Graph这个提供访问微软在云端的服务和能力，并将其集成到自己应用中的API。</p>\n<p><img src=\"https://static.tigerbbs.com/81123dfc80cdc65dd6afbf3d75b2247f\" tg-width=\"600\" tg-height=\"344\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>所以即便Surface Duo如今市场表现不佳，但是其在微软的战略版图中或还有着一席之地，而财大气粗的微软自然也并不介意继续推进这一产品线。</p>","source":"36kr_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>Surface Duo 2将至，微软手机的野望仍未熄灭</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; 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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\">\nSurface Duo 2将至，微软手机的野望仍未熄灭\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-02 08:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1336104225151233><strong>三易生活</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一直以来，微软给外界的印象就是其在软件行业取得了空前的成功，Windows、Office，乃至让其重返巅峰的Azure莫不如此，但在硬件领域，微软的表现就有些一言难尽了。例如其在2019年夏季发布的Surface Duo，几乎就堪称是微软不堪回首的一场败局。作为消费者期盼已久的“Surface Phone”，Surface Duo却并没有为其在移动端打开局面，反而收获了来自例如CNBC、瘾科技等...</p>\n\n<a href=\"https://36kr.com/p/1336104225151233\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e6e888188b23906f700e3b8da68e4be9","relate_stocks":{"MSFT":"微软"},"source_url":"https://36kr.com/p/1336104225151233","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156016299","content_text":"一直以来，微软给外界的印象就是其在软件行业取得了空前的成功，Windows、Office，乃至让其重返巅峰的Azure莫不如此，但在硬件领域，微软的表现就有些一言难尽了。例如其在2019年夏季发布的Surface Duo，几乎就堪称是微软不堪回首的一场败局。作为消费者期盼已久的“Surface Phone”，Surface Duo却并没有为其在移动端打开局面，反而收获了来自例如CNBC、瘾科技等媒体“不成熟，不建议购买”的评价。事实上，Surface Duo的价格走势或许能够在一定程度上反应其受欢迎程度，在上市一个月后，这款机型的价格就由1399.9美元降至1199.9美元，一年后更是低至409.99美元。\n如此惊人的价格跳水幅度其实已经能够说明问题，Surface Duo并没有受到消费者的青睐。然而，在Surface Duo市场表现不佳，以及微软方面已经确定为双屏设备研发的Windows 10X不会作为一款独立操作系统发布，而是将其关键功能带到Windows 10与其他产品中后，当外界认为Surface Duo将重蹈微软手环、Surface RT的覆辙时，日前Surface Duo 2的相关信息却被海外科技媒体The Verge曝光了。\n根据此次曝光的信息显示，Surface Duo 2延续了双屏的机身形态，并没有采用当下主流折叠屏设计，后摄模组从单摄升级为主摄+超广角+长焦的三摄，搭载高通骁龙888主控，支持NFC，预装Android 11操作系统，支持侧置式指纹识别。从这些来看不难发现，Surface Duo 2的升级更多集中在硬件配置方面。\n但在外界看来，微软选择在Surface Duo 2做上出这样的改变，颇有些“头痛医头，脚痛医脚”。此前Surface Duo为什么会出现遭受场冷遇，其实性价比低是一个非常关键的问题。作为一款售价近1400美元、媲美顶配版iPhone12 Pro Max的产品，微软在这款2019年夏季发布、2020年9月开售的Surface Duo上犯了硬件严重落伍的错误。\n\n在核心硬件上，Surface Duo由两块单独的5.6英寸AMOLED屏幕组成，机身展开时能够连接在一起成为一块8.1英寸的大尺寸屏幕，搭载高通骁龙855主控，电池容量为3577mAh，配备了1100万像素的单摄，支持18W快充、Wi-Fi5、蓝牙5.0等功能，但并不支持5G网络及NFC。\n如果Surface Duo能够在2019年秋季上线，这样的硬件配置确实还有一定的吸引力，但是在2020年下半年，当配备骁龙865 Plus的Android旗舰产品出炉后，以上千美元的价格购买一台这款机型，显然对于消费者的说服力是不够的，并且在折叠屏机型经过了近两年的发展后，消费者更愿意看到的是一整块不会被铰链分割，能够弯折的屏幕，而且在当时，市场上还有产品力更强的三星Galaxy Z Fold 2可供选择。\n\n当然，即便在2019年夏季发布Surface Duo时，微软方面或许也没有想过以配置制胜，其对于Surface Duo的定位是能帮助用户重新思考如何使用“口袋里的设备”，而不是单纯地定义为一款折叠屏机型。微软硬件部门主管Panos Panay在此前接受The Verge采访时就曾表示，“用手机等类似词汇来为Surface Duo下定义往往有一定局限性，我也很抵触这样的说法。”\n根据Panos Panay的说法，Surface Duo是为微软应用生态服务的。利用双屏形态在生产力场景下，在多任务处理上的优势，来承载起自身应用生态无疑是微软方面的想法，而官方描述的一边进行Teams会议、一边使用OneNote记笔记的场景也很有画面感。所以本质上来说，Surface Duo更像是一款PDA，而不是折叠屏手机，是试图填补笔记本电脑无法兼顾的移动办公需求的空白。\n但遗憾的是，由于失去了Windows Phone，导致微软在移动生态领域几乎失去了话语权和对开发者的号召力，这款在Surface的产品思维打造之下的机型，再次重复了当初Windows Phone的困境，广大的第三方应用开发者对其兴趣缺缺。只有像Office、OneNote等“微软全家桶”才对其双屏设计有着较好的优化，第三方应用的适配进度则非常缓慢。\n\n更为致命的一点，是Surface Duo遇到了所有初代硬件产品都难以避免的问题——层出不穷的BUG。根据用户的反馈，Surface Duo在使用的过程中屏幕不正常闪烁、触控故障，使用手势过程中反应不灵敏、延迟，USB-C接口断裂，乃至电池膨胀等问题不一而足。\n既然Surface Duo不成功，为什么还会有续作产品呢？在我们看来，微软之所以继续保留这一产品线，原生支持Android应用的Windows 11是助力，而核心则源于微软关于Microsoft Graph的野望，需要Surface Duo的帮助。\n\nWindows 11原生支持Android应用在桌面端直接使用，代表着微软在经历了不甚成功的Windows on ARM后，找到了一个打通PC与移动端的契机。同样一款应用在PC和移动端无缝衔接，对于生产力场景而言显然是非常具有诱惑力的功能，这也意味着Surface Duo有了用武之地。\n而Microsoft Graph则是微软的远期目标，这是一套通用的API，开发者可以通过它轻松地访问微软在云端的服务和能力，并将其集成到自己的应用系统中，结合业务场景实现独特的价值。同时，Microsoft Graph也是硬件设备连接到Windows、Office 365、Outlook、Azure、Microsoft 365等一众微软服务的桥梁。\n\n开发者如果要开发一款应用程序，既需要提供邮件功能，又需要编辑和共享文件功能的话，就需要分别注册一个应用程序，再分别进行身份验证和授权，而且用到的代码库也可能是完全不同的。这时候，Microsoft Graph作为一个统一的支持平台就应运而生，其连接了微软的所有软件服务资源。\nSurface Duo在其中扮演的角色就是作为一款移动设备，为开发者、用户提供一个在移动端接入微软生态的入口。因为只要有开发者为Surface Duo编写应用，就需要用到Microsoft Graph这个提供访问微软在云端的服务和能力，并将其集成到自己应用中的API。\n\n所以即便Surface Duo如今市场表现不佳，但是其在微软的战略版图中或还有着一席之地，而财大气粗的微软自然也并不介意继续推进这一产品线。","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":3048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800025698,"gmtCreate":1627267121014,"gmtModify":1703486337568,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088047978787670","idStr":"4088047978787670"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800025698","repostId":"2154893468","repostType":4,"isVote":1,"tweetType":1,"viewCount":984,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805814236,"gmtCreate":1627869711225,"gmtModify":1703496855368,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088047978787670","idStr":"4088047978787670"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805814236","repostId":"1138840348","repostType":4,"repost":{"id":"1138840348","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":1627860313,"share":"https://ttm.financial/m/news/1138840348?lang=&edition=fundamental","pubTime":"2021-08-02 07:25","market":"us","language":"zh","title":"前瞻：聚焦7月非农！阿里巴巴、中芯国际等财报来袭","url":"https://stock-news.laohu8.com/highlight/detail?id=1138840348","media":"老虎资讯综合","summary":"摘要：\n\n 事件方面，美国参议院金融委员会将与监管机构举行听证会、贝莱德可能将提交13F持仓报告；据悉首届全球数字经济大会将于北京举行；通用电气8:1反向拆股将于周一开始经拆分调整后的交易；微软预计周","content":"<p>摘要：</p>\n<blockquote>\n 事件方面，美国参议院金融委员会将与监管机构举行听证会、贝莱德可能将提交13F持仓报告；据悉首届全球数字经济大会将于北京举行；通用电气8:1反向拆股将于周一开始经拆分调整后的交易；微软预计周一推出云操作系统windows&nbsp;365。\n</blockquote>\n<blockquote>\n 数据方面，中国7月财新制造业PMI、财新服务业PMI、美国ADP就业人数、初请失业金人数、6月贸易帐、7月季调后非农就业人口、7月失业率、6月批发销售月率等。\n</blockquote>\n<blockquote>\n 财报方面，汇丰控股、阿里巴巴、通用汽车、优步、中芯国际、Moderna、维珍银河、TCL电子等陆续公布财报。此外，新东方、好未来均宣布取消原定于本周发布的财报及电话会。\n</blockquote>\n<blockquote>\n 新股方面，美股ROX&nbsp;FINANCIAL&nbsp;LP（ROXA）、健康平台&nbsp;The&nbsp;Better&nbsp;Being&nbsp;co(BBCO)即将上市、健康管理公司WCG&nbsp;Clinical(WCGC)、脱毛服务公司Europea&nbsp;wax&nbsp;center(EWCZ)、安全和生存设备制造商CADRE&nbsp;HOLDINGS(CDRE)、户外烹饪公司Weber&nbsp;ind(WEBR)、Healthcare&nbsp;Royalth&nbsp;inc(HCRX)即将上市。\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/5f0ab74ab65bc9ba3758ae9a87e00a5c\" tg-width=\"1746\" tg-height=\"794\" referrerpolicy=\"no-referrer\"><b>周一关键词：中国PMI、美国PMI</b><img src=\"https://static.tigerbbs.com/6fd64e3d9bf665937a2a977b75708ae9\" tg-width=\"440\" tg-height=\"212\" referrerpolicy=\"no-referrer\"><b>事件方面，<a href=\"https://laohu8.com/S/GE\">通用电气</a></b>8比1反向拆股将于今日开始经拆分调整后的交易；此外，据悉首届全球数字经济大会将于北京举行；<a href=\"https://laohu8.com/S/MSFT\">微软</a>预计将推出云操作系统Windows 365。</p>\n<p><b>经济数据方面，中国7月财新制造业PMI将公布，</b>预计仍在51附近徘徊，不过仍然处在扩张区间。</p>\n<p><b>美国</b>将公布<b>7月Markit制造业PMI终值</b>、以及<b>7月ISM制造业PMI</b>，预计7月数据将小幅高于6月，制造业继续扩张，因美国劳动力</p>\n<p><b>财报方面，</b>港股<b><a href=\"https://laohu8.com/S/00005\">汇丰控股</a></b>、美股盘前<a href=\"https://laohu8.com/S/RACE\">法拉利</a>、盘后<a href=\"https://laohu8.com/S/NXPI\">恩智浦</a>将公布财报。</p>\n<p><b>新股方面，</b>美股<a href=\"https://laohu8.com/S/ROXA\">ROX FINANCIAL LP</a>将于当日上市。</p>\n<p><b>周二关键词：澳洲联储决议，美国工厂订单、API</b><img src=\"https://static.tigerbbs.com/5e65b0a4d7bc693386f7287233d6b7a2\" tg-width=\"485\" tg-height=\"174\" referrerpolicy=\"no-referrer\"><b>澳洲联储将公布利率决议</b>。花旗表示，澳洲联储料将在周二举办的8月份政策委员会议上宣布推迟缩减购债计划，以支持因封锁措施而受到影响的经济复苏。分析师预测，澳洲联储将极力说服投资者称当前的通胀状况仍不足为惧，从而为其进一步延续强力宽松措施铺平道路。</p>\n<p>此外，<b>美国参议院金融委员会将与监管机构举行听证会</b>。</p>\n<p><b>经济数据方面，</b>关注<b>美国6月工厂订单月率</b>表现，工厂订单数据代表未来一个月内，对不易耗损的物品订购数量，该数据反映了制造业活动情况。</p>\n<p><b>财报方面，美股盘前，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a></b>（电话会议）、<a href=\"https://laohu8.com/S/NKLA\">NIKOLA CORPORATION</a>、<a href=\"https://laohu8.com/S/BP\">英国石油</a>、<a href=\"https://laohu8.com/S/LLY\">礼来</a>等公司将于公布财报<b>；美股盘后，</b><a href=\"https://laohu8.com/S/LYFT\">Lyft</a>、<a href=\"https://laohu8.com/S/ATVI\">动视暴雪</a>、<a href=\"https://laohu8.com/S/OXY\">西方石油</a>、<a href=\"https://laohu8.com/S/OCFT\">金融壹账通</a>将公布财报。</p>\n<p><b>此外，<a href=\"https://laohu8.com/S/EDU\">新东方</a></b>此前发布公告，表示<b>取消</b>原定于周二发布的财报及电话会议。</p>\n<p><b>周三关键词：欧元区零售销售、ADP、EIA、美国非制造业PMI</b><img src=\"https://static.tigerbbs.com/0caf29ee363109be02999b1bea3bf028\" tg-width=\"485\" tg-height=\"174\" referrerpolicy=\"no-referrer\"><b>周三，经济数据方面，</b>关注<b>小非农美国7月ADP就业人数</b>变动。</p>\n<p>此外，投资者可关注<b>美国至7月30日当周API原油库存</b>、以及<b>EIA原油库存</b>；机构预计<b>美国7月ISM非制造业PMI</b>数据可能显示扩张幅度小幅改善。</p>\n<p><b>财报方面，</b><a href=\"https://laohu8.com/S/HMC\">本田汽车</a>、<b><a href=\"https://laohu8.com/S/GM\">通用汽车</a></b>等公司将于<b>美股盘前</b>公布财报；<b><a href=\"https://laohu8.com/S/ROKU\">Roku</a></b>、<a href=\"https://laohu8.com/S/FSLY\">FASTLY INC</a>、<b><a href=\"https://laohu8.com/S/UBER\">优步</a></b>、<a href=\"https://laohu8.com/S/WDC\">西部数据</a>、<a href=\"https://laohu8.com/S/EA\">电子艺界</a>、<a href=\"https://laohu8.com/S/MRO\">马拉松石油</a>等将于<b>美股盘后</b>公布财报。</p>\n<p><b>新股方面，</b>健康平台<a href=\"https://laohu8.com/S/BBCO\">The Better Being Co.</a>将登陆纽交所。</p>\n<p><b>周四关键词：英国央行决议、初请、美国贸易帐</b><img src=\"https://static.tigerbbs.com/64999bd58ce84aafef19c80ed8960e07\" tg-width=\"485\" tg-height=\"174\" referrerpolicy=\"no-referrer\"><b>财经事件方面，新冠疫苗合作国际论坛首次会议</b>将于今日举行。</p>\n<p><b>经济数据方面，英国央行将公布8月利率决定，</b>预计英国央行的关注点将是看货币政策委员会中是否有人会取代现在已经离职的霍尔丹投票支持减少资产购买计划。</p>\n<p>此外，投资者可关注<b>美国至7月31日当周初请失业金人数</b>和<b>美国6月贸易帐数据</b>。</p>\n<p><b>财报方面，</b></p>\n<blockquote>\n <b>港股<a href=\"https://laohu8.com/S/00981\">中芯国际</a></b>、<a href=\"https://laohu8.com/S/06160\">百济神州</a>、<a href=\"https://laohu8.com/S/00001\">长和</a>、<a href=\"https://laohu8.com/S/01113\">长实集团</a>、<a href=\"https://laohu8.com/S/03606\">福耀玻璃</a>等将公布财报。 \n <b>美股盘前：<a href=\"https://laohu8.com/S/MRNA\">Moderna</a></b>、<a href=\"https://laohu8.com/S/VIAC\">VIACOMCBS INC</a>等公司将公布财报； \n <b>美股盘后</b>： \n <b><a href=\"https://laohu8.com/S/BYND\">Beyond Meat</a></b>、<a href=\"https://laohu8.com/S/ILMN\">Illumina</a>、<a href=\"https://laohu8.com/S/TSP\">图森未来</a>、<a href=\"https://laohu8.com/S/FSR\">FISKER INC.</a>、 \n <b><a href=\"https://laohu8.com/S/SPCE\">维珍银河</a></b>、<a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯医药</a>、<a href=\"https://laohu8.com/S/SQ\">Square</a>等公司将公布财报。 \n <b>此外，<a href=\"https://laohu8.com/S/TAL\">好未来</a></b>此前发布公告，表示 \n <b>取消</b>原定于周四发布的财报及电话会议。\n</blockquote>\n<p><b>新股方面，</b>健康管理公司<a href=\"https://laohu8.com/S/WCGC.US\">WCG Clinical, Inc.</a>、脱毛服务公司<a href=\"https://laohu8.com/S/EWCZ.US\">European Wax Center, Inc.</a>登陆纳斯达克；安全和生存设备制造商<a href=\"https://laohu8.com/S/CDRE.US\">CADRE HOLDINGS, INC.</a>、户外烹饪公司<a href=\"https://laohu8.com/S/WEBR.US\">Weber Inc.</a>登陆纽交所。</p>\n<p><b>周五关键词：澳洲联储货币政策声明、非农就业</b><img src=\"https://static.tigerbbs.com/5c766d9b0f3c170f8ea0b29aaad8cd3f\" tg-width=\"485\" tg-height=\"231\" referrerpolicy=\"no-referrer\"><b>财经事件方面，</b>投资者可关注<b>澳洲联储货币政策声明发布会</b>、<b>中芯国际Q2业绩说明会</b>，此外，据以往日程安排，<b>贝莱德可能将提交13F季度持仓报告</b>。</p>\n<p><b>经济数据方面，美国7月失业率、7月季调后非农就业人口、6月批发销售月率</b>等数据将陆续发布<b>。</b></p>\n<p><b>财报方面，港股<a href=\"https://laohu8.com/S/01070\">TCL电子</a></b>、<b>美股<a href=\"https://laohu8.com/S/DKNG\">DraftKings Inc</a></b>、<a href=\"https://laohu8.com/S/NCLH\">挪威邮轮</a>等公司将陆续公布财报。</p>\n<p><b>新股方面，</b>美股<a href=\"https://laohu8.com/S/HCRX\">Healthcare Royalty, Inc.</a>今日上市。</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>前瞻：聚焦7月非农！阿里巴巴、中芯国际等财报来袭</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前瞻：聚焦7月非农！阿里巴巴、中芯国际等财报来袭\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\">2021-08-02 07:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>摘要：</p>\n<blockquote>\n 事件方面，美国参议院金融委员会将与监管机构举行听证会、贝莱德可能将提交13F持仓报告；据悉首届全球数字经济大会将于北京举行；通用电气8:1反向拆股将于周一开始经拆分调整后的交易；微软预计周一推出云操作系统windows&nbsp;365。\n</blockquote>\n<blockquote>\n 数据方面，中国7月财新制造业PMI、财新服务业PMI、美国ADP就业人数、初请失业金人数、6月贸易帐、7月季调后非农就业人口、7月失业率、6月批发销售月率等。\n</blockquote>\n<blockquote>\n 财报方面，汇丰控股、阿里巴巴、通用汽车、优步、中芯国际、Moderna、维珍银河、TCL电子等陆续公布财报。此外，新东方、好未来均宣布取消原定于本周发布的财报及电话会。\n</blockquote>\n<blockquote>\n 新股方面，美股ROX&nbsp;FINANCIAL&nbsp;LP（ROXA）、健康平台&nbsp;The&nbsp;Better&nbsp;Being&nbsp;co(BBCO)即将上市、健康管理公司WCG&nbsp;Clinical(WCGC)、脱毛服务公司Europea&nbsp;wax&nbsp;center(EWCZ)、安全和生存设备制造商CADRE&nbsp;HOLDINGS(CDRE)、户外烹饪公司Weber&nbsp;ind(WEBR)、Healthcare&nbsp;Royalth&nbsp;inc(HCRX)即将上市。\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/5f0ab74ab65bc9ba3758ae9a87e00a5c\" tg-width=\"1746\" tg-height=\"794\" referrerpolicy=\"no-referrer\"><b>周一关键词：中国PMI、美国PMI</b><img src=\"https://static.tigerbbs.com/6fd64e3d9bf665937a2a977b75708ae9\" tg-width=\"440\" tg-height=\"212\" referrerpolicy=\"no-referrer\"><b>事件方面，<a href=\"https://laohu8.com/S/GE\">通用电气</a></b>8比1反向拆股将于今日开始经拆分调整后的交易；此外，据悉首届全球数字经济大会将于北京举行；<a href=\"https://laohu8.com/S/MSFT\">微软</a>预计将推出云操作系统Windows 365。</p>\n<p><b>经济数据方面，中国7月财新制造业PMI将公布，</b>预计仍在51附近徘徊，不过仍然处在扩张区间。</p>\n<p><b>美国</b>将公布<b>7月Markit制造业PMI终值</b>、以及<b>7月ISM制造业PMI</b>，预计7月数据将小幅高于6月，制造业继续扩张，因美国劳动力</p>\n<p><b>财报方面，</b>港股<b><a href=\"https://laohu8.com/S/00005\">汇丰控股</a></b>、美股盘前<a href=\"https://laohu8.com/S/RACE\">法拉利</a>、盘后<a href=\"https://laohu8.com/S/NXPI\">恩智浦</a>将公布财报。</p>\n<p><b>新股方面，</b>美股<a href=\"https://laohu8.com/S/ROXA\">ROX FINANCIAL LP</a>将于当日上市。</p>\n<p><b>周二关键词：澳洲联储决议，美国工厂订单、API</b><img src=\"https://static.tigerbbs.com/5e65b0a4d7bc693386f7287233d6b7a2\" tg-width=\"485\" tg-height=\"174\" referrerpolicy=\"no-referrer\"><b>澳洲联储将公布利率决议</b>。花旗表示，澳洲联储料将在周二举办的8月份政策委员会议上宣布推迟缩减购债计划，以支持因封锁措施而受到影响的经济复苏。分析师预测，澳洲联储将极力说服投资者称当前的通胀状况仍不足为惧，从而为其进一步延续强力宽松措施铺平道路。</p>\n<p>此外，<b>美国参议院金融委员会将与监管机构举行听证会</b>。</p>\n<p><b>经济数据方面，</b>关注<b>美国6月工厂订单月率</b>表现，工厂订单数据代表未来一个月内，对不易耗损的物品订购数量，该数据反映了制造业活动情况。</p>\n<p><b>财报方面，美股盘前，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a></b>（电话会议）、<a href=\"https://laohu8.com/S/NKLA\">NIKOLA CORPORATION</a>、<a href=\"https://laohu8.com/S/BP\">英国石油</a>、<a href=\"https://laohu8.com/S/LLY\">礼来</a>等公司将于公布财报<b>；美股盘后，</b><a href=\"https://laohu8.com/S/LYFT\">Lyft</a>、<a href=\"https://laohu8.com/S/ATVI\">动视暴雪</a>、<a href=\"https://laohu8.com/S/OXY\">西方石油</a>、<a href=\"https://laohu8.com/S/OCFT\">金融壹账通</a>将公布财报。</p>\n<p><b>此外，<a href=\"https://laohu8.com/S/EDU\">新东方</a></b>此前发布公告，表示<b>取消</b>原定于周二发布的财报及电话会议。</p>\n<p><b>周三关键词：欧元区零售销售、ADP、EIA、美国非制造业PMI</b><img src=\"https://static.tigerbbs.com/0caf29ee363109be02999b1bea3bf028\" tg-width=\"485\" tg-height=\"174\" referrerpolicy=\"no-referrer\"><b>周三，经济数据方面，</b>关注<b>小非农美国7月ADP就业人数</b>变动。</p>\n<p>此外，投资者可关注<b>美国至7月30日当周API原油库存</b>、以及<b>EIA原油库存</b>；机构预计<b>美国7月ISM非制造业PMI</b>数据可能显示扩张幅度小幅改善。</p>\n<p><b>财报方面，</b><a href=\"https://laohu8.com/S/HMC\">本田汽车</a>、<b><a href=\"https://laohu8.com/S/GM\">通用汽车</a></b>等公司将于<b>美股盘前</b>公布财报；<b><a href=\"https://laohu8.com/S/ROKU\">Roku</a></b>、<a href=\"https://laohu8.com/S/FSLY\">FASTLY INC</a>、<b><a href=\"https://laohu8.com/S/UBER\">优步</a></b>、<a href=\"https://laohu8.com/S/WDC\">西部数据</a>、<a href=\"https://laohu8.com/S/EA\">电子艺界</a>、<a href=\"https://laohu8.com/S/MRO\">马拉松石油</a>等将于<b>美股盘后</b>公布财报。</p>\n<p><b>新股方面，</b>健康平台<a href=\"https://laohu8.com/S/BBCO\">The Better Being Co.</a>将登陆纽交所。</p>\n<p><b>周四关键词：英国央行决议、初请、美国贸易帐</b><img src=\"https://static.tigerbbs.com/64999bd58ce84aafef19c80ed8960e07\" tg-width=\"485\" tg-height=\"174\" referrerpolicy=\"no-referrer\"><b>财经事件方面，新冠疫苗合作国际论坛首次会议</b>将于今日举行。</p>\n<p><b>经济数据方面，英国央行将公布8月利率决定，</b>预计英国央行的关注点将是看货币政策委员会中是否有人会取代现在已经离职的霍尔丹投票支持减少资产购买计划。</p>\n<p>此外，投资者可关注<b>美国至7月31日当周初请失业金人数</b>和<b>美国6月贸易帐数据</b>。</p>\n<p><b>财报方面，</b></p>\n<blockquote>\n <b>港股<a href=\"https://laohu8.com/S/00981\">中芯国际</a></b>、<a href=\"https://laohu8.com/S/06160\">百济神州</a>、<a href=\"https://laohu8.com/S/00001\">长和</a>、<a href=\"https://laohu8.com/S/01113\">长实集团</a>、<a href=\"https://laohu8.com/S/03606\">福耀玻璃</a>等将公布财报。 \n <b>美股盘前：<a href=\"https://laohu8.com/S/MRNA\">Moderna</a></b>、<a href=\"https://laohu8.com/S/VIAC\">VIACOMCBS INC</a>等公司将公布财报； \n <b>美股盘后</b>： \n <b><a href=\"https://laohu8.com/S/BYND\">Beyond Meat</a></b>、<a href=\"https://laohu8.com/S/ILMN\">Illumina</a>、<a href=\"https://laohu8.com/S/TSP\">图森未来</a>、<a href=\"https://laohu8.com/S/FSR\">FISKER INC.</a>、 \n <b><a href=\"https://laohu8.com/S/SPCE\">维珍银河</a></b>、<a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯医药</a>、<a href=\"https://laohu8.com/S/SQ\">Square</a>等公司将公布财报。 \n <b>此外，<a href=\"https://laohu8.com/S/TAL\">好未来</a></b>此前发布公告，表示 \n <b>取消</b>原定于周四发布的财报及电话会议。\n</blockquote>\n<p><b>新股方面，</b>健康管理公司<a href=\"https://laohu8.com/S/WCGC.US\">WCG Clinical, Inc.</a>、脱毛服务公司<a href=\"https://laohu8.com/S/EWCZ.US\">European Wax Center, Inc.</a>登陆纳斯达克；安全和生存设备制造商<a href=\"https://laohu8.com/S/CDRE.US\">CADRE HOLDINGS, INC.</a>、户外烹饪公司<a href=\"https://laohu8.com/S/WEBR.US\">Weber Inc.</a>登陆纽交所。</p>\n<p><b>周五关键词：澳洲联储货币政策声明、非农就业</b><img src=\"https://static.tigerbbs.com/5c766d9b0f3c170f8ea0b29aaad8cd3f\" tg-width=\"485\" tg-height=\"231\" referrerpolicy=\"no-referrer\"><b>财经事件方面，</b>投资者可关注<b>澳洲联储货币政策声明发布会</b>、<b>中芯国际Q2业绩说明会</b>，此外，据以往日程安排，<b>贝莱德可能将提交13F季度持仓报告</b>。</p>\n<p><b>经济数据方面，美国7月失业率、7月季调后非农就业人口、6月批发销售月率</b>等数据将陆续发布<b>。</b></p>\n<p><b>财报方面，港股<a href=\"https://laohu8.com/S/01070\">TCL电子</a></b>、<b>美股<a href=\"https://laohu8.com/S/DKNG\">DraftKings Inc</a></b>、<a href=\"https://laohu8.com/S/NCLH\">挪威邮轮</a>等公司将陆续公布财报。</p>\n<p><b>新股方面，</b>美股<a href=\"https://laohu8.com/S/HCRX\">Healthcare Royalty, Inc.</a>今日上市。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d256e82db1d71c864259845ce1d069bf","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","DUST":"二倍做空黄金矿业指数ETF-Direxion","GDX":"黄金矿业ETF-VanEck","GLD":"黄金ETF-SPDR","IAU":"黄金信托ETF-iShares","NUGT":"二倍做多黄金矿业指数ETF-Direxion"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138840348","content_text":"摘要：\n\n 事件方面，美国参议院金融委员会将与监管机构举行听证会、贝莱德可能将提交13F持仓报告；据悉首届全球数字经济大会将于北京举行；通用电气8:1反向拆股将于周一开始经拆分调整后的交易；微软预计周一推出云操作系统windows 365。\n\n\n 数据方面，中国7月财新制造业PMI、财新服务业PMI、美国ADP就业人数、初请失业金人数、6月贸易帐、7月季调后非农就业人口、7月失业率、6月批发销售月率等。\n\n\n 财报方面，汇丰控股、阿里巴巴、通用汽车、优步、中芯国际、Moderna、维珍银河、TCL电子等陆续公布财报。此外，新东方、好未来均宣布取消原定于本周发布的财报及电话会。\n\n\n 新股方面，美股ROX FINANCIAL LP（ROXA）、健康平台 The Better Being co(BBCO)即将上市、健康管理公司WCG Clinical(WCGC)、脱毛服务公司Europea wax center(EWCZ)、安全和生存设备制造商CADRE HOLDINGS(CDRE)、户外烹饪公司Weber ind(WEBR)、Healthcare Royalth inc(HCRX)即将上市。\n\n周一关键词：中国PMI、美国PMI事件方面，通用电气8比1反向拆股将于今日开始经拆分调整后的交易；此外，据悉首届全球数字经济大会将于北京举行；微软预计将推出云操作系统Windows 365。\n经济数据方面，中国7月财新制造业PMI将公布，预计仍在51附近徘徊，不过仍然处在扩张区间。\n美国将公布7月Markit制造业PMI终值、以及7月ISM制造业PMI，预计7月数据将小幅高于6月，制造业继续扩张，因美国劳动力\n财报方面，港股汇丰控股、美股盘前法拉利、盘后恩智浦将公布财报。\n新股方面，美股ROX FINANCIAL LP将于当日上市。\n周二关键词：澳洲联储决议，美国工厂订单、API澳洲联储将公布利率决议。花旗表示，澳洲联储料将在周二举办的8月份政策委员会议上宣布推迟缩减购债计划，以支持因封锁措施而受到影响的经济复苏。分析师预测，澳洲联储将极力说服投资者称当前的通胀状况仍不足为惧，从而为其进一步延续强力宽松措施铺平道路。\n此外，美国参议院金融委员会将与监管机构举行听证会。\n经济数据方面，关注美国6月工厂订单月率表现，工厂订单数据代表未来一个月内，对不易耗损的物品订购数量，该数据反映了制造业活动情况。\n财报方面，美股盘前，阿里巴巴（电话会议）、NIKOLA CORPORATION、英国石油、礼来等公司将于公布财报；美股盘后，Lyft、动视暴雪、西方石油、金融壹账通将公布财报。\n此外，新东方此前发布公告，表示取消原定于周二发布的财报及电话会议。\n周三关键词：欧元区零售销售、ADP、EIA、美国非制造业PMI周三，经济数据方面，关注小非农美国7月ADP就业人数变动。\n此外，投资者可关注美国至7月30日当周API原油库存、以及EIA原油库存；机构预计美国7月ISM非制造业PMI数据可能显示扩张幅度小幅改善。\n财报方面，本田汽车、通用汽车等公司将于美股盘前公布财报；Roku、FASTLY INC、优步、西部数据、电子艺界、马拉松石油等将于美股盘后公布财报。\n新股方面，健康平台The Better Being Co.将登陆纽交所。\n周四关键词：英国央行决议、初请、美国贸易帐财经事件方面，新冠疫苗合作国际论坛首次会议将于今日举行。\n经济数据方面，英国央行将公布8月利率决定，预计英国央行的关注点将是看货币政策委员会中是否有人会取代现在已经离职的霍尔丹投票支持减少资产购买计划。\n此外，投资者可关注美国至7月31日当周初请失业金人数和美国6月贸易帐数据。\n财报方面，\n\n港股中芯国际、百济神州、长和、长实集团、福耀玻璃等将公布财报。 \n 美股盘前：Moderna、VIACOMCBS INC等公司将公布财报； \n 美股盘后： \n Beyond Meat、Illumina、图森未来、FISKER INC.、 \n 维珍银河、诺瓦瓦克斯医药、Square等公司将公布财报。 \n 此外，好未来此前发布公告，表示 \n 取消原定于周四发布的财报及电话会议。\n\n新股方面，健康管理公司WCG Clinical, Inc.、脱毛服务公司European Wax Center, Inc.登陆纳斯达克；安全和生存设备制造商CADRE HOLDINGS, INC.、户外烹饪公司Weber Inc.登陆纽交所。\n周五关键词：澳洲联储货币政策声明、非农就业财经事件方面，投资者可关注澳洲联储货币政策声明发布会、中芯国际Q2业绩说明会，此外，据以往日程安排，贝莱德可能将提交13F季度持仓报告。\n经济数据方面，美国7月失业率、7月季调后非农就业人口、6月批发销售月率等数据将陆续发布。\n财报方面，港股TCL电子、美股DraftKings Inc、挪威邮轮等公司将陆续公布财报。\n新股方面，美股Healthcare Royalty, Inc.今日上市。","news_type":1,"symbols_score_info":{"159934":0.9,"518880":0.9,"MGCmain":0.9,"ZFmain":0.9,"SGUmain":0.9,"NUGT":0.9,"ZBmain":0.9,"UBmain":0.9,"ZNmain":0.9,"GLD":0.9,"ZTmain":0.9,"SGCmain":0.9,"DUST":0.9,"GCmain":0.9,"IAU":0.9,"SImain":0.9,"TNmain":0.9,"GDX":0.9}},"isVote":1,"tweetType":1,"viewCount":2127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803280090,"gmtCreate":1627441265310,"gmtModify":1703490031920,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088047978787670","idStr":"4088047978787670"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803280090","repostId":"2154945720","repostType":4,"repost":{"id":"2154945720","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1627440458,"share":"https://ttm.financial/m/news/2154945720?lang=&edition=fundamental","pubTime":"2021-07-28 10:47","market":"fut","language":"en","title":"Bitcoin rises above $40,000","url":"https://stock-news.laohu8.com/highlight/detail?id=2154945720","media":"Reuters","summary":"SINGAPORE, July 28 (Reuters) - Bitcoin broke above $40,000 on Wednesday and headed for another attem","content":"<p>SINGAPORE, July 28 (Reuters) - Bitcoin broke above $40,000 on Wednesday and headed for another attempt at breaking from its monthslong range as short sellers bailed out and traders drew confidence from recent positive comments about the cryptocurrency by high-profile investors.</p>\n<p>Bitcoin&nbsp;was last up 1.7% at $40,149 while rival cryptocurrency ether rose 1% to $2,328. Bitcoin is within a whisker of rising through its 100-day moving average.</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>Bitcoin rises above $40,000</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\">\nBitcoin rises above $40,000\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-28 10:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>SINGAPORE, July 28 (Reuters) - Bitcoin broke above $40,000 on Wednesday and headed for another attempt at breaking from its monthslong range as short sellers bailed out and traders drew confidence from recent positive comments about the cryptocurrency by high-profile investors.</p>\n<p>Bitcoin&nbsp;was last up 1.7% at $40,149 while rival cryptocurrency ether rose 1% to $2,328. Bitcoin is within a whisker of rising through its 100-day moving average.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154945720","content_text":"SINGAPORE, July 28 (Reuters) - Bitcoin broke above $40,000 on Wednesday and headed for another attempt at breaking from its monthslong range as short sellers bailed out and traders drew confidence from recent positive comments about the cryptocurrency by high-profile investors.\nBitcoin was last up 1.7% at $40,149 while rival cryptocurrency ether rose 1% to $2,328. Bitcoin is within a whisker of rising through its 100-day moving average.","news_type":1,"symbols_score_info":{"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800028645,"gmtCreate":1627266934587,"gmtModify":1703486332455,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088047978787670","idStr":"4088047978787670"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/800028645","repostId":"1136191119","repostType":4,"repost":{"id":"1136191119","kind":"news","pubTimestamp":1627257546,"share":"https://ttm.financial/m/news/1136191119?lang=&edition=fundamental","pubTime":"2021-07-26 07:59","market":"fut","language":"en","title":"Oil Edges Higher With Robust Demand Outlook Clouded by Delta","url":"https://stock-news.laohu8.com/highlight/detail?id=1136191119","media":"Bloomberg","summary":" -- Oil edged higher after eking out a modest weekly gain as investors assessed the outlook for demand amid a resurgence in Covid-19.Futures in New York traded above $72 a barrel after adding 0.4% last week, the first weekly advance in three. There are signs that demand for fuels such as gasoline has increased as vaccination programs are rolled out, although the fast-spreading delta variant has raised concerns about the short-term outlook. Tight restrictions have been renewed including curfews i","content":"<p>(Bloomberg) -- Oil edged higher after eking out a modest weekly gain as investors assessed the outlook for demand amid a resurgence in Covid-19.</p>\n<p>Futures in New York traded above $72 a barrel after adding 0.4% last week, the first weekly advance in three. There are signs that demand for fuels such as gasoline has increased as vaccination programs are rolled out, although the fast-spreading delta variant has raised concerns about the short-term outlook. Tight restrictions have been renewed including curfews in some places.</p>\n<p>The latest virus flare-up has coincided with a salvaged OPEC+ agreement to add more barrels from August, whipping up stiff headwinds for oil and interrupting a price rally. Expectations are for a continued tightening of the market throughout the rest of 2021, however, leading to even higher prices.</p>\n<p>While the recovery in key energy consumers such as the U.S. and China has helped to drain bloated crude and fuel stockpiles built up during the pandemic, the aviation sector is lagging. Air travel has jumped in North America, but that’s done little to diminish the massive glut in jet fuel inventories.</p>\n<p>The prompt timespread for Brent was 65 cents a barrel in backwardation -- a bullish market structure where near-dated prices are more expensive than later-dated ones. That compares with 88 cents at the beginning of July.</p>\n<p>Countries including Thailand and Vietnam are imposing curfews in cities to battle a surge in Covid-19 cases, while in Germany senior politicians have floated the possibility of tough restrictions for the unvaccinated. The top U.S. infectious disease expert, Anthony Fauci, warned that the nation is moving in the “wrong direction” in combating the new wave of the pandemic.</p>","source":"lsy1612507957220","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>Oil Edges Higher With Robust Demand Outlook Clouded by Delta</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\">\nOil Edges Higher With Robust Demand Outlook Clouded by Delta\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 07:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/oil-edges-higher-weekly-gain-225208090.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Oil edged higher after eking out a modest weekly gain as investors assessed the outlook for demand amid a resurgence in Covid-19.\nFutures in New York traded above $72 a barrel after ...</p>\n\n<a href=\"https://finance.yahoo.com/news/oil-edges-higher-weekly-gain-225208090.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/oil-edges-higher-weekly-gain-225208090.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136191119","content_text":"(Bloomberg) -- Oil edged higher after eking out a modest weekly gain as investors assessed the outlook for demand amid a resurgence in Covid-19.\nFutures in New York traded above $72 a barrel after adding 0.4% last week, the first weekly advance in three. There are signs that demand for fuels such as gasoline has increased as vaccination programs are rolled out, although the fast-spreading delta variant has raised concerns about the short-term outlook. Tight restrictions have been renewed including curfews in some places.\nThe latest virus flare-up has coincided with a salvaged OPEC+ agreement to add more barrels from August, whipping up stiff headwinds for oil and interrupting a price rally. Expectations are for a continued tightening of the market throughout the rest of 2021, however, leading to even higher prices.\nWhile the recovery in key energy consumers such as the U.S. and China has helped to drain bloated crude and fuel stockpiles built up during the pandemic, the aviation sector is lagging. Air travel has jumped in North America, but that’s done little to diminish the massive glut in jet fuel inventories.\nThe prompt timespread for Brent was 65 cents a barrel in backwardation -- a bullish market structure where near-dated prices are more expensive than later-dated ones. That compares with 88 cents at the beginning of July.\nCountries including Thailand and Vietnam are imposing curfews in cities to battle a surge in Covid-19 cases, while in Germany senior politicians have floated the possibility of tough restrictions for the unvaccinated. The top U.S. infectious disease expert, Anthony Fauci, warned that the nation is moving in the “wrong direction” in combating the new wave of the pandemic.","news_type":1,"symbols_score_info":{"CLmain":0.9}},"isVote":1,"tweetType":1,"viewCount":822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172687915,"gmtCreate":1626959159537,"gmtModify":1703481340473,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088047978787670","idStr":"4088047978787670"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/172687915","repostId":"1175975559","repostType":4,"isVote":1,"tweetType":1,"viewCount":1011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834391347,"gmtCreate":1629770430989,"gmtModify":1676530125601,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088047978787670","idStr":"4088047978787670"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/834391347","repostId":"836649045","repostType":1,"repost":{"id":836649045,"gmtCreate":1629459540000,"gmtModify":1676530056218,"author":{"id":"106205579794560","authorId":"106205579794560","name":"韭菜投资学","avatar":"https://static.laohu8.com/104f163910be5b23f451abc233c9786e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"106205579794560","idStr":"106205579794560"},"themes":[],"title":"大跌之後，有了點新想法","htmlText":"今天股市大跌，我一邊吃麪，一邊做了個數據分析，發現了不少有意思的結論。 我比較了兩個策略的長期表現。 第一個策略叫“追成長”。在每年年初，選出上市已經滿3年，且過去3年中，每年扣非淨利潤增速都超過30%的股票。 這其中，還要排除一些微利的僞成長股，比如有的公司一年就賺100萬，第二年一下子賺了300萬，好傢伙增幅200%。增速雖然高，但淨利潤金額太少，這種就不是真成長，要剔除。我要求，過去三年每年的扣非淨利潤，每年至少都要有5000萬。 這樣篩選出來的股票，就構成一個股票池，代表業績持續高成長股。 第二個策略叫“撿便宜”。在每年年初，選出上市已經滿5年，且市盈率PE處於過去5年10%分位以下的，也就是要求該股票的PE估值，比過去5年90%的時候都低。 同樣，爲了避免一些微利的小股票干擾，仍然要求過去三年每年的扣非淨利潤，至少都要有5000萬。 這樣篩選出來的股票，構成第二個股票池，代表低估值股。 每年年初，都這麼選出兩個組合，然後以5年爲期限，觀察5年後它們的收益表現。 我先貼結果，追成長組合表現如下表。說下這個表怎麼看，以第一行2012年爲例，意思就是2012年初買入當時選出的追成長組合，持有5年，組合內股票的平均漲幅、中位數漲幅是多少，我還列了同期滬深300指數的漲幅作爲參考。初始PE中位數，是買入組合時成分股PE的中位數，5年後PE中位數就是5年後的。第二行2013年，就是2013年初選出組合買入持有5年的情況，後面以此類推，只做到2016年，是因爲2017年再買的話，到現在滿不了5年。 接下來是撿便宜組合的表現： 我說下結論和分析： 1. 無論是追成長組合，還是撿便宜組合，也無論從哪一年開始買，持有5年後，平均漲幅都好於中位數漲幅。 這是個很有意義的結論。平均漲幅，就是把組合內所有股票的漲幅做算數平均，就相當於一開始每個股票都買了相同金額，最後獲得的收益率。而中位數","listText":"今天股市大跌，我一邊吃麪，一邊做了個數據分析，發現了不少有意思的結論。 我比較了兩個策略的長期表現。 第一個策略叫“追成長”。在每年年初，選出上市已經滿3年，且過去3年中，每年扣非淨利潤增速都超過30%的股票。 這其中，還要排除一些微利的僞成長股，比如有的公司一年就賺100萬，第二年一下子賺了300萬，好傢伙增幅200%。增速雖然高，但淨利潤金額太少，這種就不是真成長，要剔除。我要求，過去三年每年的扣非淨利潤，每年至少都要有5000萬。 這樣篩選出來的股票，就構成一個股票池，代表業績持續高成長股。 第二個策略叫“撿便宜”。在每年年初，選出上市已經滿5年，且市盈率PE處於過去5年10%分位以下的，也就是要求該股票的PE估值，比過去5年90%的時候都低。 同樣，爲了避免一些微利的小股票干擾，仍然要求過去三年每年的扣非淨利潤，至少都要有5000萬。 這樣篩選出來的股票，構成第二個股票池，代表低估值股。 每年年初，都這麼選出兩個組合，然後以5年爲期限，觀察5年後它們的收益表現。 我先貼結果，追成長組合表現如下表。說下這個表怎麼看，以第一行2012年爲例，意思就是2012年初買入當時選出的追成長組合，持有5年，組合內股票的平均漲幅、中位數漲幅是多少，我還列了同期滬深300指數的漲幅作爲參考。初始PE中位數，是買入組合時成分股PE的中位數，5年後PE中位數就是5年後的。第二行2013年，就是2013年初選出組合買入持有5年的情況，後面以此類推，只做到2016年，是因爲2017年再買的話，到現在滿不了5年。 接下來是撿便宜組合的表現： 我說下結論和分析： 1. 無論是追成長組合，還是撿便宜組合，也無論從哪一年開始買，持有5年後，平均漲幅都好於中位數漲幅。 這是個很有意義的結論。平均漲幅，就是把組合內所有股票的漲幅做算數平均，就相當於一開始每個股票都買了相同金額，最後獲得的收益率。而中位數","text":"今天股市大跌，我一邊吃麪，一邊做了個數據分析，發現了不少有意思的結論。 我比較了兩個策略的長期表現。 第一個策略叫“追成長”。在每年年初，選出上市已經滿3年，且過去3年中，每年扣非淨利潤增速都超過30%的股票。 這其中，還要排除一些微利的僞成長股，比如有的公司一年就賺100萬，第二年一下子賺了300萬，好傢伙增幅200%。增速雖然高，但淨利潤金額太少，這種就不是真成長，要剔除。我要求，過去三年每年的扣非淨利潤，每年至少都要有5000萬。 這樣篩選出來的股票，就構成一個股票池，代表業績持續高成長股。 第二個策略叫“撿便宜”。在每年年初，選出上市已經滿5年，且市盈率PE處於過去5年10%分位以下的，也就是要求該股票的PE估值，比過去5年90%的時候都低。 同樣，爲了避免一些微利的小股票干擾，仍然要求過去三年每年的扣非淨利潤，至少都要有5000萬。 這樣篩選出來的股票，構成第二個股票池，代表低估值股。 每年年初，都這麼選出兩個組合，然後以5年爲期限，觀察5年後它們的收益表現。 我先貼結果，追成長組合表現如下表。說下這個表怎麼看，以第一行2012年爲例，意思就是2012年初買入當時選出的追成長組合，持有5年，組合內股票的平均漲幅、中位數漲幅是多少，我還列了同期滬深300指數的漲幅作爲參考。初始PE中位數，是買入組合時成分股PE的中位數，5年後PE中位數就是5年後的。第二行2013年，就是2013年初選出組合買入持有5年的情況，後面以此類推，只做到2016年，是因爲2017年再買的話，到現在滿不了5年。 接下來是撿便宜組合的表現： 我說下結論和分析： 1. 無論是追成長組合，還是撿便宜組合，也無論從哪一年開始買，持有5年後，平均漲幅都好於中位數漲幅。 這是個很有意義的結論。平均漲幅，就是把組合內所有股票的漲幅做算數平均，就相當於一開始每個股票都買了相同金額，最後獲得的收益率。而中位數","images":[{"img":"https://static.tigerbbs.com/c1158be082314035913929da5885be88"},{"img":"https://static.tigerbbs.com/fe1b776314a14e2ebb2742c83186b7cd"},{"img":"https://static.tigerbbs.com/8082c455bbbb4ab19c761f1da16c89a2"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/836649045","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2012,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805815313,"gmtCreate":1627869678732,"gmtModify":1703496853700,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088047978787670","idStr":"4088047978787670"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805815313","repostId":"2156162466","repostType":4,"repost":{"id":"2156162466","kind":"highlight","pubTimestamp":1627865012,"share":"https://ttm.financial/m/news/2156162466?lang=&edition=fundamental","pubTime":"2021-08-02 08:43","market":"us","language":"zh","title":"全球最大铜矿工人决定罢工，铜价会受影响吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2156162466","media":"华尔街见闻","summary":"作为全球最大铜矿，Escondida铜矿占据全球铜供应的5%。疫情期间，智利铜矿劳动力已因防控措施减少了10%，罢工可能加剧铜价的上涨，甚至高于5月份创下的历史新高。","content":"<p><a href=\"https://laohu8.com/S/BBL\">必和必拓</a>位于智利的Escondida铜矿的工人投票决定罢工，以向集团施压，争取更好的工资和福利。事件对全球铜供应的扰动或将使铜价再迎一波上涨。</p>\n<p>Escondida铜矿工会周六在声明中表示，其2164名成员（占投票人数的 99.5%）选择拒绝<a href=\"https://laohu8.com/S/BHP.AU\">必和必拓</a>集团所提出有关薪资要求的最终合同要约，因工会所要求的疫情期间为工人提供一次性奖金、给予工人与绩效挂钩的补偿、改进职业发展计划和教育福利等条款并未包含在内。</p>\n<p>作为全球最大铜矿，Escondida铜矿占据全球铜供应的5%；2017年该铜矿曾罢工长达44天，对智利经济和全球供应链形成不小打击，此次罢工因此备受关注。目前罢工尚未正式实行，华尔街日报援引分析师称，智利劳动法规定矿工须在政府强制调解期间继续工作长达10天，投票决定罢工在各行各业通常被视为一种谈判策略。</p>\n<p>工会表示：</p>\n<blockquote>\n 我们希望这次压倒性的投票结果将向必和必拓敲响警钟，以便与集团启动实质性讨论并达成令人满意的协议——如果集团想避免长时间的冲突的话。这可能是智利历史上代价最大的工会冲突。\n</blockquote>\n<p>疫情期间，智利铜矿劳动力已因防控措施减少了10%。加上预计全球经济复苏后能源转型加速，电动车和可再生能源对铜需求量增加，铜价已经在今年早些时候飙升至创纪录水平。分析师表示，罢工可能加剧铜价的上涨。</p>\n<p>惠誉分析师 Sabrin Chowdhury 表示：</p>\n<blockquote>\n 无论罢工发生与否，都会导致投资者恐慌，因为最近几周交易所的铜库存急剧下降。市场已经吃紧，供不应求，正努力恢复到疫情爆发前的水平。如果罢工真的发生，铜价将创下历史新高，高于5月份的水平。\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/779b10ba2bea544aa0621345622ccef4\" tg-width=\"930\" tg-height=\"609\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>本周伦敦金属交易所铜价攀升至六周高点，并接近5月份的历史高点。 <a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>表示，合约谈判是短期铜前景的关键。该行表示，尽管随着产量增长超过需求，该银行预计 2022年铜将出现过剩，但今年全球市场仍面临铜供应短缺。</p>","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>全球最大铜矿工人决定罢工，铜价会受影响吗？</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n全球最大铜矿工人决定罢工，铜价会受影响吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-02 08:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3636864><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>必和必拓位于智利的Escondida铜矿的工人投票决定罢工，以向集团施压，争取更好的工资和福利。事件对全球铜供应的扰动或将使铜价再迎一波上涨。\nEscondida铜矿工会周六在声明中表示，其2164名成员（占投票人数的 99.5%）选择拒绝必和必拓集团所提出有关薪资要求的最终合同要约，因工会所要求的疫情期间为工人提供一次性奖金、给予工人与绩效挂钩的补偿、改进职业发展计划和教育福利等条款并未包含在内...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3636864\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/80c13588f559343a96ce06d72d3cf4d5","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3636864","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156162466","content_text":"必和必拓位于智利的Escondida铜矿的工人投票决定罢工，以向集团施压，争取更好的工资和福利。事件对全球铜供应的扰动或将使铜价再迎一波上涨。\nEscondida铜矿工会周六在声明中表示，其2164名成员（占投票人数的 99.5%）选择拒绝必和必拓集团所提出有关薪资要求的最终合同要约，因工会所要求的疫情期间为工人提供一次性奖金、给予工人与绩效挂钩的补偿、改进职业发展计划和教育福利等条款并未包含在内。\n作为全球最大铜矿，Escondida铜矿占据全球铜供应的5%；2017年该铜矿曾罢工长达44天，对智利经济和全球供应链形成不小打击，此次罢工因此备受关注。目前罢工尚未正式实行，华尔街日报援引分析师称，智利劳动法规定矿工须在政府强制调解期间继续工作长达10天，投票决定罢工在各行各业通常被视为一种谈判策略。\n工会表示：\n\n 我们希望这次压倒性的投票结果将向必和必拓敲响警钟，以便与集团启动实质性讨论并达成令人满意的协议——如果集团想避免长时间的冲突的话。这可能是智利历史上代价最大的工会冲突。\n\n疫情期间，智利铜矿劳动力已因防控措施减少了10%。加上预计全球经济复苏后能源转型加速，电动车和可再生能源对铜需求量增加，铜价已经在今年早些时候飙升至创纪录水平。分析师表示，罢工可能加剧铜价的上涨。\n惠誉分析师 Sabrin Chowdhury 表示：\n\n 无论罢工发生与否，都会导致投资者恐慌，因为最近几周交易所的铜库存急剧下降。市场已经吃紧，供不应求，正努力恢复到疫情爆发前的水平。如果罢工真的发生，铜价将创下历史新高，高于5月份的水平。\n\n\n本周伦敦金属交易所铜价攀升至六周高点，并接近5月份的历史高点。 摩根士丹利表示，合约谈判是短期铜前景的关键。该行表示，尽管随着产量增长超过需求，该银行预计 2022年铜将出现过剩，但今年全球市场仍面临铜供应短缺。","news_type":1,"symbols_score_info":{"HGmain":0.9}},"isVote":1,"tweetType":1,"viewCount":2078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803281245,"gmtCreate":1627441459487,"gmtModify":1703490037153,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088047978787670","idStr":"4088047978787670"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$XIAOMI-W(01810)$</a>up","listText":"<a 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19:39","market":"us","language":"en","title":"Amazon Stock: This Is How Subscriptions Matter","url":"https://stock-news.laohu8.com/highlight/detail?id=1147980203","media":"The Street","summary":"Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the suc","content":"<blockquote>\n Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n</blockquote>\n<p>Amazon&nbsp;(<b>AMZN</b>) -Get Report&nbsp;is well known for its e-commerce and cloud services. But the company has been diversifying its business model in the past several years and gaining scale. For example, the 200 million Prime accountsmeanthat Amazon’s Prime Video has become one of the most widely available streaming services in the world.</p>\n<p>But if potential investors were to consider buying Amazon stock today, should they focus their due diligence on Amazon’s “side gigs”, particularly subscriptions? Amazon Prime, Prime Video and others: could they be an important piece of the investment thesis?</p>\n<p><b>A snapshot of Amazon’s businesses</b></p>\n<p>Around 70% of Amazon’s revenues come from e-commerce, broken into two major categories: 1P and 3P. The first consists of sales made by Amazon itself, while the latter pertains to thirty-party vendors that sell their products through Amazon’s marketplace.</p>\n<p>Another 12% of Amazon’s revenues come from AWS, the acronym for Amazon Web Service. The segment provides cloud infrastructure services primarily to enterprises and competes with the likes of Microsoft’s Azure.</p>\n<p>Aside from physical stores and other minor activities, subscriptions account for only around 7% of Amazon’s total revenues – a drop in the bucket.</p>\n<p><b>Does it matter?</b></p>\n<p>At first glance, even if all of Amazon’s sub revenues were to vanish overnight (not practical, only a thought exercise), the company would still be left with a giant retail and cloud business that grew sales ata dizzying rate of around 40% last quarter. Without subscriptions, Amazon’s Q1 sales would have still increased by a respectable 34% year-over-year -- more so than in any quarter of 2019.</p>\n<p>From a number’s perspective, Amazon would probably be fine deemphasizing its subscription businesses to become a pure-play e-commerce and cloud giant. US e-commerce isforecastedto grow 20% by 2025, and Amazon is likely to control a large piece of this expanding market. Worldwide, e-commerce is expected to grow an even better 30%, and Amazon’s footprint expansion opportunities outside North America are substantial.</p>\n<p><b>Think bigger picture</b></p>\n<p>The catch is that subscriptions serve as a hook to attract and retain Amazon customers into its retail ecosystem.</p>\n<p>For instance, a Prime subscription brings in no more than $120 per year to Amazon’s coffers. Considering the costly benefits of a Prime account (i.e. fast delivery, access to audio and video content that is expensive to produce), the Seattle-based company probably sees little of the revenue trickling down to earnings.</p>\n<p>However, a Prime member is a much better Amazon customer compared to those who do not have a membership. According toForbes, a staggering 96% of all Prime members agree that they are more likely to buy from Amazon than from other e-commerce vendors. See below.</p>\n<p><img src=\"https://static.tigerbbs.com/348e859b0c882c8e45d3edc9324f8351\" tg-width=\"700\" tg-height=\"314\" width=\"100%\" height=\"auto\">“Ecosystem” may be an overused term, but it seems to be the path to success that Big Tech companies like Amazon have been carving. While the company’s subscription business is far from being a large revenue generator, it probably contributes greatly, although mostly indirectly, to Amazon’s dominance in e-commerce.</p>","source":"lsy1610613172068","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>Amazon Stock: This Is How Subscriptions Matter</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\">\nAmazon Stock: This Is How Subscriptions Matter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 19:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n\nAmazon (...</p>\n\n<a href=\"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147980203","content_text":"Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n\nAmazon (AMZN) -Get Report is well known for its e-commerce and cloud services. But the company has been diversifying its business model in the past several years and gaining scale. For example, the 200 million Prime accountsmeanthat Amazon’s Prime Video has become one of the most widely available streaming services in the world.\nBut if potential investors were to consider buying Amazon stock today, should they focus their due diligence on Amazon’s “side gigs”, particularly subscriptions? Amazon Prime, Prime Video and others: could they be an important piece of the investment thesis?\nA snapshot of Amazon’s businesses\nAround 70% of Amazon’s revenues come from e-commerce, broken into two major categories: 1P and 3P. The first consists of sales made by Amazon itself, while the latter pertains to thirty-party vendors that sell their products through Amazon’s marketplace.\nAnother 12% of Amazon’s revenues come from AWS, the acronym for Amazon Web Service. The segment provides cloud infrastructure services primarily to enterprises and competes with the likes of Microsoft’s Azure.\nAside from physical stores and other minor activities, subscriptions account for only around 7% of Amazon’s total revenues – a drop in the bucket.\nDoes it matter?\nAt first glance, even if all of Amazon’s sub revenues were to vanish overnight (not practical, only a thought exercise), the company would still be left with a giant retail and cloud business that grew sales ata dizzying rate of around 40% last quarter. Without subscriptions, Amazon’s Q1 sales would have still increased by a respectable 34% year-over-year -- more so than in any quarter of 2019.\nFrom a number’s perspective, Amazon would probably be fine deemphasizing its subscription businesses to become a pure-play e-commerce and cloud giant. US e-commerce isforecastedto grow 20% by 2025, and Amazon is likely to control a large piece of this expanding market. Worldwide, e-commerce is expected to grow an even better 30%, and Amazon’s footprint expansion opportunities outside North America are substantial.\nThink bigger picture\nThe catch is that subscriptions serve as a hook to attract and retain Amazon customers into its retail ecosystem.\nFor instance, a Prime subscription brings in no more than $120 per year to Amazon’s coffers. Considering the costly benefits of a Prime account (i.e. fast delivery, access to audio and video content that is expensive to produce), the Seattle-based company probably sees little of the revenue trickling down to earnings.\nHowever, a Prime member is a much better Amazon customer compared to those who do not have a membership. According toForbes, a staggering 96% of all Prime members agree that they are more likely to buy from Amazon than from other e-commerce vendors. See below.\n“Ecosystem” may be an overused term, but it seems to be the path to success that Big Tech companies like Amazon have been carving. While the company’s subscription business is far from being a large revenue generator, it probably contributes greatly, although mostly indirectly, to Amazon’s dominance in e-commerce.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}