Jackyteo86 personal page - To The Moon

Jackyteo86

Jackyteo86

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17Follow

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2023-06-12

👍👍👍Very good

2023-03-04

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2022-12-15

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@牛转乾坤Superbull: 【馬股分析】一支物超所值的 IPO？！PE 低！股價低！流通票更低！不看你就後悔了！

2022-12-08

Very the Good

2022-12-07

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@TigerEvents:Join Tiger's Football Season, share the prizes worth up to US$200,000

2022-12-07

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2022-12-06

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@美股研究社:達內教育三季度NON-GAAP淨利1.15億元，實現扭虧爲盈

2022-12-05

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2022-11-30

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2022-11-30

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2022-11-17

[财迷] [财迷] [财迷] [财迷] [财迷]

2022-09-21

$Global X NASDAQ 100 Covered Call ETF(QYLD)$

2022-09-01

👍👍👍

@首席消费官:【1批次杏汾老酒酒精度不合格，公司稱已做處理】山西省市場監督管理局近日發佈食品安全監督抽檢信息通告顯示，汾陽市杏花村鎮杏汾酒業有限公司生產的1批次杏汾老酒（露酒）被檢出酒精度不合格。9月1日，該公司相關負責人迴應稱，該批次酒未流通到市場，已做處理。（新京報）

2022-07-23

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经济学家预测：美联储下周加息75基点，然后放慢步伐

2022-07-12

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木头姐二季度增持小鹏汽车和英伟达，减持特斯拉但仍是重仓股

2022-06-04

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@中国基金报:北京新增63例，緊急闢謠！剛剛，國家衛健委通報！信息量很大！

2022-05-05

👍👍👍

美联储5月议息会议点评：鹰派的顶点

2022-04-11

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While you enjoy your football carnival, don't forget to join in Tiger's Football Season on Tiger Trade App, and share the prizes worth up to USD 200,000!Play the \"Perfect Goals\" game with us, and feel the score moment by only pressing the button.Keep completing the daily tasks and play the game, win more points to redeem stock vouchers worth up to USD 2,000 or AFF tickets, and the top prize - the free journey of watching the AFF finals!You can also predict a football match of the World Cup or AFF Championship, and cheer for your home team.Besides, you may obtain the Tiger Football Card by participating in the campaign every day.Goalke","images":[{"img":"https://community-static.tradeup.com/news/e8c9b6ab16214df413c77708cf5957bf","width":"404","height":"707"},{"img":"https://community-static.tradeup.com/news/6f0ddb54cc9e55b9b9b59a0c9908bfb5","width":"358","height":"471"},{"img":"https://community-static.tradeup.com/news/d9cc4adf57a9972e62e94d321ecc6734","width":"402","height":"712"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963969638","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920098531,"gmtCreate":1670388134623,"gmtModify":1676538358498,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095631963582230","authorIdStr":"4095631963582230"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920098531","isVote":1,"tweetType":1,"viewCount":620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967858514,"gmtCreate":1670298055838,"gmtModify":1676538339925,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095631963582230","authorIdStr":"4095631963582230"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967858514","repostId":"620573047","repostType":1,"repost":{"id":620573047,"gmtCreate":1669876419191,"gmtModify":1676538261890,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503452965237041","authorIdStr":"3503452965237041"},"themes":[],"title":"達內教育三季度NON-GAAP淨利1.15億元，實現扭虧爲盈","htmlText":"“雙減”政策的餘波疊加疫情的深刻影響，使得教培行業進入發展的新生態，“苦練內功”的達內教育在時代的激流下愈發穩健。美股研究社獲悉，11月30日消息，達內教育發佈了截至2022年9月30日的第三季度未經審計的財務報告。<a target=\"_blank\" href=\"https://laohu8.com/S/TEDU\">$達內科技(TEDU)$</a>&nbsp;財報顯示，達內教育前三季度淨收入爲19.16億元，同比增幅爲10.7%；淨利潤爲1.03億元，上年同期淨虧損爲2.93億元；同時，非準則淨利潤（non-GAAP）達到1.15億元，同比實現扭虧爲盈。根據財報，達內教育第三季度實現淨收入6.43億元，同比增長4.6%；淨利潤（non-GAAP）達到3716萬元，去年同期爲淨虧損9053萬元，公司整體毛利率爲55.1%，同比提升4.2個百分點。分業務來看，第三季度，達內教育在青少年素質教育領域的營收實現了同比9.9%的穩步增長，毛利率達到45%；而成人職業教育業務受經濟環境影響，財務收入略下降1.7%，但毛利率達到68.3%，盈利能力依舊穩健。達內教育CEO孫瀅女士表示：“2022年第三季度，公司採取了相對保守的增長戰略，專注於提升課程及服務質量，通過優化運營效率保持健康的發展態勢，而本季度穩健的經營業績凸顯了貫徹這一戰略的有效性。” 值得一提的是，此次在公佈三季度業績的同時，達內教育還宣佈了300萬美元的股票回購計劃，這也充分體現出管理層對公司發展前景的信心。來源：美股研究社","listText":"“雙減”政策的餘波疊加疫情的深刻影響，使得教培行業進入發展的新生態，“苦練內功”的達內教育在時代的激流下愈發穩健。美股研究社獲悉，11月30日消息，達內教育發佈了截至2022年9月30日的第三季度未經審計的財務報告。<a target=\"_blank\" href=\"https://laohu8.com/S/TEDU\">$達內科技(TEDU)$</a>&nbsp;財報顯示，達內教育前三季度淨收入爲19.16億元，同比增幅爲10.7%；淨利潤爲1.03億元，上年同期淨虧損爲2.93億元；同時，非準則淨利潤（non-GAAP）達到1.15億元，同比實現扭虧爲盈。根據財報，達內教育第三季度實現淨收入6.43億元，同比增長4.6%；淨利潤（non-GAAP）達到3716萬元，去年同期爲淨虧損9053萬元，公司整體毛利率爲55.1%，同比提升4.2個百分點。分業務來看，第三季度，達內教育在青少年素質教育領域的營收實現了同比9.9%的穩步增長，毛利率達到45%；而成人職業教育業務受經濟環境影響，財務收入略下降1.7%，但毛利率達到68.3%，盈利能力依舊穩健。達內教育CEO孫瀅女士表示：“2022年第三季度，公司採取了相對保守的增長戰略，專注於提升課程及服務質量，通過優化運營效率保持健康的發展態勢，而本季度穩健的經營業績凸顯了貫徹這一戰略的有效性。” 值得一提的是，此次在公佈三季度業績的同時，達內教育還宣佈了300萬美元的股票回購計劃，這也充分體現出管理層對公司發展前景的信心。來源：美股研究社","text":"“雙減”政策的餘波疊加疫情的深刻影響，使得教培行業進入發展的新生態，“苦練內功”的達內教育在時代的激流下愈發穩健。美股研究社獲悉，11月30日消息，達內教育發佈了截至2022年9月30日的第三季度未經審計的財務報告。$達內科技(TEDU)$ 財報顯示，達內教育前三季度淨收入爲19.16億元，同比增幅爲10.7%；淨利潤爲1.03億元，上年同期淨虧損爲2.93億元；同時，非準則淨利潤（non-GAAP）達到1.15億元，同比實現扭虧爲盈。根據財報，達內教育第三季度實現淨收入6.43億元，同比增長4.6%；淨利潤（non-GAAP）達到3716萬元，去年同期爲淨虧損9053萬元，公司整體毛利率爲55.1%，同比提升4.2個百分點。分業務來看，第三季度，達內教育在青少年素質教育領域的營收實現了同比9.9%的穩步增長，毛利率達到45%；而成人職業教育業務受經濟環境影響，財務收入略下降1.7%，但毛利率達到68.3%，盈利能力依舊穩健。達內教育CEO孫瀅女士表示：“2022年第三季度，公司採取了相對保守的增長戰略，專注於提升課程及服務質量，通過優化運營效率保持健康的發展態勢，而本季度穩健的經營業績凸顯了貫徹這一戰略的有效性。” 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00:11","market":"us","language":"zh","title":"经济学家预测：美联储下周加息75基点，然后放慢步伐","url":"https://stock-news.laohu8.com/highlight/detail?id=1137706109","media":"华尔街见闻","summary":"目前，市场预期下周加息为75个基点的概率已经超过80%。","content":"<html><head></head><body><p>作者：曹泽熙</p><p>本月初，市场一度预计美联储将在下周加息100基点，之后也会维持激进加息的步伐。</p><p><b>不过，目前，经济学家们的主流观点是，美联储在下周的议息会议上将加息75个基点，之后可能会放缓加息的步伐。</b></p><p>经济学家们预计，联邦公开市场委员会（FOMC）将在9月加息50基点，然后在今年剩余的两次会议上分别加息25个基点。如此一来，联邦基金利率上限到2022年底升至3.5％，为2008年初以来的最高水平。</p><p>目前，市场预期下周加息为75个基点的概率已经超过80%。</p><p><img src=\"https://static.tigerbbs.com/3f363de590a896593fde3b95657a891e\" tg-width=\"1024\" tg-height=\"572\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>就9月会议而言，虽然经济学家们预测美联储继续加息为75个基点的概率仍然超过50%，但是值得注意的是，通常来说，经济学家所设想的政策路径往往比美联储最终的实际行动要略微更偏鹰派。</p><p><b>此外，值得注意的是，押注美联储货币政策的掉期交易者现在正转向定价9月加息50个基点，而不是当月加息75个基点。交易员们之所以会做出这样的转变，主要是出于对美国经济疲软、乃至滑入衰退的担忧。</b></p><p>6月加息75个基点是1994年以来的最大加息幅度。</p><p>鲍威尔早已表示，7月加息将从50或75个基点中“二选一”，不过截至目前，主要的美联储高官表态都暗示75个基点。</p><p><b>此外，经济学家们还预计，在明年年初，美联储再加息25个基点，使利率达到3.75％的峰值，然后将会停止加息，并在明年年底前开始降息。</b></p><p>牛津经济研究院首席美国经济学家Kathy Bostjancic称：</p><blockquote>美国仍然强劲的劳动力市场和稳固的消费者支出为美联储继续快速提高政策利率提供了空间。</blockquote><p>美联储高官中，美联储理事Christopher Waller是偏鹰派的决策者之一，他已经表态支持7月加息75个基点，而非100个基点；亚特兰大联储行长Raphael Bostic也警告称，美联储行动过于剧烈会产生负面的溢出效应。</p><p>几乎所有参与调查的经济学家都认为，在当前这个利率周期内，美联储任何时候都无意加息整整100个基点。不过，野村证券的美国经济研究团队除外，他们预计美联储7月加息100个基点。</p><p>除了加息之外，经济学家们预计，美联储最终将加快缩减资产负债表。美联储的缩表始于6月份，美联储正在逐步加快缩表步伐，最终达到每年1.1万亿美元。经济学家预测，到年底，美联储的资产负债表规模将降至8.4万亿美元，到2024年12月将降至6.5万亿美元。</p><p>大多数经济学家认为，美联储最终将直接出售抵押贷款支持证券，这与他们已经阐明的倾向一致，即长期而言，美联储持有的资产将只有美国国债。</p><p>不过，经济学家们对美联储何时开始出售抵押贷款支持证券有不同看法，多数人认为会在2023年或者更晚开始。</p><p>展望7月的会议，经济学家们预计FOMC声明将保留其对利率作出指引的措辞，将承诺继续加息，但不会说明具体加息幅度。</p></body></html>","source":"highlight_wallstreetcn","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>经济学家预测：美联储下周加息75基点，然后放慢步伐</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经济学家预测：美联储下周加息75基点，然后放慢步伐\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-23 00:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3665581><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：曹泽熙本月初，市场一度预计美联储将在下周加息100基点，之后也会维持激进加息的步伐。不过，目前，经济学家们的主流观点是，美联储在下周的议息会议上将加息75个基点，之后可能会放缓加息的步伐。经济学家们预计，联邦公开市场委员会（FOMC）将在9月加息50基点，然后在今年剩余的两次会议上分别加息25个基点。如此一来，联邦基金利率上限到2022年底升至3.5％，为2008年初以来的最高水平。目前，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3665581\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3665581","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1137706109","content_text":"作者：曹泽熙本月初，市场一度预计美联储将在下周加息100基点，之后也会维持激进加息的步伐。不过，目前，经济学家们的主流观点是，美联储在下周的议息会议上将加息75个基点，之后可能会放缓加息的步伐。经济学家们预计，联邦公开市场委员会（FOMC）将在9月加息50基点，然后在今年剩余的两次会议上分别加息25个基点。如此一来，联邦基金利率上限到2022年底升至3.5％，为2008年初以来的最高水平。目前，市场预期下周加息为75个基点的概率已经超过80%。就9月会议而言，虽然经济学家们预测美联储继续加息为75个基点的概率仍然超过50%，但是值得注意的是，通常来说，经济学家所设想的政策路径往往比美联储最终的实际行动要略微更偏鹰派。此外，值得注意的是，押注美联储货币政策的掉期交易者现在正转向定价9月加息50个基点，而不是当月加息75个基点。交易员们之所以会做出这样的转变，主要是出于对美国经济疲软、乃至滑入衰退的担忧。6月加息75个基点是1994年以来的最大加息幅度。鲍威尔早已表示，7月加息将从50或75个基点中“二选一”，不过截至目前，主要的美联储高官表态都暗示75个基点。此外，经济学家们还预计，在明年年初，美联储再加息25个基点，使利率达到3.75％的峰值，然后将会停止加息，并在明年年底前开始降息。牛津经济研究院首席美国经济学家Kathy Bostjancic称：美国仍然强劲的劳动力市场和稳固的消费者支出为美联储继续快速提高政策利率提供了空间。美联储高官中，美联储理事Christopher Waller是偏鹰派的决策者之一，他已经表态支持7月加息75个基点，而非100个基点；亚特兰大联储行长Raphael Bostic也警告称，美联储行动过于剧烈会产生负面的溢出效应。几乎所有参与调查的经济学家都认为，在当前这个利率周期内，美联储任何时候都无意加息整整100个基点。不过，野村证券的美国经济研究团队除外，他们预计美联储7月加息100个基点。除了加息之外，经济学家们预计，美联储最终将加快缩减资产负债表。美联储的缩表始于6月份，美联储正在逐步加快缩表步伐，最终达到每年1.1万亿美元。经济学家预测，到年底，美联储的资产负债表规模将降至8.4万亿美元，到2024年12月将降至6.5万亿美元。大多数经济学家认为，美联储最终将直接出售抵押贷款支持证券，这与他们已经阐明的倾向一致，即长期而言，美联储持有的资产将只有美国国债。不过，经济学家们对美联储何时开始出售抵押贷款支持证券有不同看法，多数人认为会在2023年或者更晚开始。展望7月的会议，经济学家们预计FOMC声明将保留其对利率作出指引的措辞，将承诺继续加息，但不会说明具体加息幅度。","news_type":1},"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078069690,"gmtCreate":1657596926210,"gmtModify":1676536032558,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095631963582230","authorIdStr":"4095631963582230"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078069690","repostId":"2250528579","repostType":4,"repost":{"id":"2250528579","kind":"highlight","pubTimestamp":1657582753,"share":"https://ttm.financial/m/news/2250528579?lang=&edition=fundamental","pubTime":"2022-07-12 07:39","market":"hk","language":"zh","title":"木头姐二季度增持小鹏汽车和英伟达，减持特斯拉但仍是重仓股","url":"https://stock-news.laohu8.com/highlight/detail?id=2250528579","media":"华尔街见闻","summary":"13F报告显示：“木头姐”旗下ARK Investment Management LLC二季度建仓做...","content":"<html><head></head><body><blockquote>摘要：截至二季度末，该公司管理的市值达到169.1亿美元。公司新买入的股票有9只，清仓的股票为12只。</blockquote><p>7月11日周一，“木头姐”Cathie Wood掌管的ARK Investment Management LLC公司公布其二季度仓位信息。</p><p>在二季度，该公司建仓做多通用汽车和SPDR标普500 ETF信托等。</p><p>该公司增持英伟达、Zoom视频通讯、908 Devices Inc.、小鹏汽车ADR等96只股票；减持特斯拉、加拿大电商Shopify等218只股票。</p><p>截至二季度末，该公司重仓股包括Zoom、特斯拉、以及Roku。</p><p><img src=\"https://static.tigerbbs.com/e5deb6924fb9037969fef471e1663f4b\" tg-width=\"1024\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/></p><p>具体来看，目前特斯拉占该公司仓位的6.47%，依然是木头姐的第一仓位公司。紧随其后的是在二季度增持了1.97%的ZOOM，仓位占6.08%。</p><p>加拿大电商Shopify在二季度遭到木头姐抛售，减少比例为1.4%，此外SEA也遭到减仓。特斯拉遭减持0.7%。</p><p>截至二季度末，该公司管理的市值达到169.1亿美元。公司新买入的股票有9只，清仓的股票为12只。</p><p>为衰退做准备？</p><p>木头姐的调仓，是否为美国的衰退做准备？</p><p>上个月，她曾表示，美国已经陷入经济衰退，她承认自己低估了美国通胀的严重性和持续性。</p><p>Wood说：</p><blockquote>我们认为我们正处于衰退之中。我们认为库存存在一个大问题……我45年的职业生涯中从未见过如此大幅度的库存增加。</blockquote><p>Wood表示，由于供应链中断和地缘政治风险，通胀比她预期的要高：</p><blockquote>我们在一件事上错了，我们没有意识到通胀会持续这么久。供应链的问题，不敢相信，已经持续了两年多的时间，而那个时候我们还没预料到俄乌冲突。</blockquote><blockquote>通货膨胀一直是一个更大的问题，但它将让我们陷入通货紧缩。</blockquote><p>Wood认为，消费者正在感受到价格的快速上涨，这反映在跌至历史低点的情绪数据中。她援引密歇根大学的消费者调查显示，6月份这一数据为50，是有史以来的最低水平。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>木头姐二季度增持小鹏汽车和英伟达，减持特斯拉但仍是重仓股</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{ 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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木头姐二季度增持小鹏汽车和英伟达，减持特斯拉但仍是重仓股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-12 07:39 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3664450><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：截至二季度末，该公司管理的市值达到169.1亿美元。公司新买入的股票有9只，清仓的股票为12只。7月11日周一，“木头姐”Cathie Wood掌管的ARK Investment Management LLC公司公布其二季度仓位信息。在二季度，该公司建仓做多通用汽车和SPDR标普500 ETF信托等。该公司增持英伟达、Zoom视频通讯、908 Devices Inc.、小鹏汽车ADR等96只...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3664450\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK1539":"汽车股","BK1588":"回港中概股","09868":"小鹏汽车-W","BK4543":"AI","BK4527":"明星科技股","XPEV":"小鹏汽车","BK4579":"人工智能","BK4526":"热门中概股","BK1119":"汽车制造商","BK4550":"红杉资本持仓","BK1587":"次新股","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4574":"无人驾驶","BK4551":"寇图资本持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","TSLA":"特斯拉","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4549":"软银资本持仓","ARKF":"ARK Fintech Innovation ETF","BK4548":"巴美列捷福持仓","BK4529":"IDC概念","ARKK":"ARK Innovation ETF","FNGU":"MicroSectors FANG+ 指数每日三倍做多 ETN","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","NVDA":"英伟达","BK1575":"同股不同权","BK4567":"ESG概念","BK4534":"瑞士信贷持仓"},"source_url":"https://wallstreetcn.com/articles/3664450","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2250528579","content_text":"摘要：截至二季度末，该公司管理的市值达到169.1亿美元。公司新买入的股票有9只，清仓的股票为12只。7月11日周一，“木头姐”Cathie Wood掌管的ARK Investment Management LLC公司公布其二季度仓位信息。在二季度，该公司建仓做多通用汽车和SPDR标普500 ETF信托等。该公司增持英伟达、Zoom视频通讯、908 Devices Inc.、小鹏汽车ADR等96只股票；减持特斯拉、加拿大电商Shopify等218只股票。截至二季度末，该公司重仓股包括Zoom、特斯拉、以及Roku。具体来看，目前特斯拉占该公司仓位的6.47%，依然是木头姐的第一仓位公司。紧随其后的是在二季度增持了1.97%的ZOOM，仓位占6.08%。加拿大电商Shopify在二季度遭到木头姐抛售，减少比例为1.4%，此外SEA也遭到减仓。特斯拉遭减持0.7%。截至二季度末，该公司管理的市值达到169.1亿美元。公司新买入的股票有9只，清仓的股票为12只。为衰退做准备？木头姐的调仓，是否为美国的衰退做准备？上个月，她曾表示，美国已经陷入经济衰退，她承认自己低估了美国通胀的严重性和持续性。Wood说：我们认为我们正处于衰退之中。我们认为库存存在一个大问题……我45年的职业生涯中从未见过如此大幅度的库存增加。Wood表示，由于供应链中断和地缘政治风险，通胀比她预期的要高：我们在一件事上错了，我们没有意识到通胀会持续这么久。供应链的问题，不敢相信，已经持续了两年多的时间，而那个时候我们还没预料到俄乌冲突。通货膨胀一直是一个更大的问题，但它将让我们陷入通货紧缩。Wood认为，消费者正在感受到价格的快速上涨，这反映在跌至历史低点的情绪数据中。她援引密歇根大学的消费者调查显示，6月份这一数据为50，是有史以来的最低水平。","news_type":1},"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059962740,"gmtCreate":1654295985981,"gmtModify":1676535425024,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095631963582230","authorIdStr":"4095631963582230"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059962740","repostId":"614055514","repostType":1,"repost":{"id":614055514,"gmtCreate":1653298980000,"gmtModify":1676533137662,"author":{"id":"4107925732032840","authorId":"4107925732032840","name":"中国基金报","avatar":"https://static.tigerbbs.com/498a5e5426489a3835f596f93ba03b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107925732032840","authorIdStr":"4107925732032840"},"themes":[],"title":"北京新增63例，緊急闢謠！剛剛，國家衛健委通報！信息量很大！","htmlText":"中國基金報記者 李智 5月23日下午，北京召開新冠疫情防控第343場新聞發佈會，通報疫情最新情況。 自5月22日發佈會後（5月22日15時至23日15時），新增本土新冠肺炎病毒感染者63例，豐臺區23例、房山區16例、海淀區14例、東城區4例、通州區3例、西城區2例、懷柔區1例；管控人員58例、社會面篩查5例。 目前，海淀區友誼社區、復興路32號院，東城區東方廣場等聚集性疫情存在傳播風險。 近日，海淀區海淀街道友誼社區已連續檢出19例陽性人員，與多個家庭之間的聚會和聚集性娛樂活動有關。居家辦公期間，堅持非必要不流動、非必要不外出，不聚會、不串門、不出遊、不扎堆。 新發地市場要封控的傳言並不屬實，目前供應充足、價格穩定、運行平穩。 北京新增本土感染者63例 社會面篩查5例 會上，北京市疾病預防控制中心副主任劉曉峯通報：5月23日0時至15時，新增本土新冠肺炎病毒感染者34例。自5月22日發佈會後（5月22日15時至23日15時），新增本土新冠肺炎病毒感染者63例，豐臺區23例、房山區16例、海淀區14例、東城區4例、通州區3例、西城區2例、懷柔區1例；普通型3例、輕型51例、無症狀感染者9例；管控人員58例、社會面篩查5例。均已轉至定點醫院隔離治療，相關風險點位及人員已管控落位。 相關感染者情況通報如下： 感染者1642：通過社會面核酸篩查發現，現住東城區建國門街道貢院西街。自述5月21日出現發熱等症狀，5月22日報告核酸檢測結果爲陽性，當日診斷爲確診病例，臨牀分型爲輕型。感染者1646：通過社會面核酸篩查發現，現住豐臺區玉泉營街道宜蘭園。5月22日報告核酸檢測結果爲陽性，當日診斷爲無症狀感染者。感染者1652：通過社會面核酸篩查發現，現住海淀區四季青鎮佟家墳，工作地點爲東城區東方廣場。自述5月21日出現鼻塞、咳嗽等症狀，5月22日報告核酸檢測結果爲陽性，當日診斷爲確診病例，","listText":"中國基金報記者 李智 5月23日下午，北京召開新冠疫情防控第343場新聞發佈會，通報疫情最新情況。 自5月22日發佈會後（5月22日15時至23日15時），新增本土新冠肺炎病毒感染者63例，豐臺區23例、房山區16例、海淀區14例、東城區4例、通州區3例、西城區2例、懷柔區1例；管控人員58例、社會面篩查5例。 目前，海淀區友誼社區、復興路32號院，東城區東方廣場等聚集性疫情存在傳播風險。 近日，海淀區海淀街道友誼社區已連續檢出19例陽性人員，與多個家庭之間的聚會和聚集性娛樂活動有關。居家辦公期間，堅持非必要不流動、非必要不外出，不聚會、不串門、不出遊、不扎堆。 新發地市場要封控的傳言並不屬實，目前供應充足、價格穩定、運行平穩。 北京新增本土感染者63例 社會面篩查5例 會上，北京市疾病預防控制中心副主任劉曉峯通報：5月23日0時至15時，新增本土新冠肺炎病毒感染者34例。自5月22日發佈會後（5月22日15時至23日15時），新增本土新冠肺炎病毒感染者63例，豐臺區23例、房山區16例、海淀區14例、東城區4例、通州區3例、西城區2例、懷柔區1例；普通型3例、輕型51例、無症狀感染者9例；管控人員58例、社會面篩查5例。均已轉至定點醫院隔離治療，相關風險點位及人員已管控落位。 相關感染者情況通報如下： 感染者1642：通過社會面核酸篩查發現，現住東城區建國門街道貢院西街。自述5月21日出現發熱等症狀，5月22日報告核酸檢測結果爲陽性，當日診斷爲確診病例，臨牀分型爲輕型。感染者1646：通過社會面核酸篩查發現，現住豐臺區玉泉營街道宜蘭園。5月22日報告核酸檢測結果爲陽性，當日診斷爲無症狀感染者。感染者1652：通過社會面核酸篩查發現，現住海淀區四季青鎮佟家墳，工作地點爲東城區東方廣場。自述5月21日出現鼻塞、咳嗽等症狀，5月22日報告核酸檢測結果爲陽性，當日診斷爲確診病例，","text":"中國基金報記者 李智 5月23日下午，北京召開新冠疫情防控第343場新聞發佈會，通報疫情最新情況。 自5月22日發佈會後（5月22日15時至23日15時），新增本土新冠肺炎病毒感染者63例，豐臺區23例、房山區16例、海淀區14例、東城區4例、通州區3例、西城區2例、懷柔區1例；管控人員58例、社會面篩查5例。 目前，海淀區友誼社區、復興路32號院，東城區東方廣場等聚集性疫情存在傳播風險。 近日，海淀區海淀街道友誼社區已連續檢出19例陽性人員，與多個家庭之間的聚會和聚集性娛樂活動有關。居家辦公期間，堅持非必要不流動、非必要不外出，不聚會、不串門、不出遊、不扎堆。 新發地市場要封控的傳言並不屬實，目前供應充足、價格穩定、運行平穩。 北京新增本土感染者63例 社會面篩查5例 會上，北京市疾病預防控制中心副主任劉曉峯通報：5月23日0時至15時，新增本土新冠肺炎病毒感染者34例。自5月22日發佈會後（5月22日15時至23日15時），新增本土新冠肺炎病毒感染者63例，豐臺區23例、房山區16例、海淀區14例、東城區4例、通州區3例、西城區2例、懷柔區1例；普通型3例、輕型51例、無症狀感染者9例；管控人員58例、社會面篩查5例。均已轉至定點醫院隔離治療，相關風險點位及人員已管控落位。 相關感染者情況通報如下： 感染者1642：通過社會面核酸篩查發現，現住東城區建國門街道貢院西街。自述5月21日出現發熱等症狀，5月22日報告核酸檢測結果爲陽性，當日診斷爲確診病例，臨牀分型爲輕型。感染者1646：通過社會面核酸篩查發現，現住豐臺區玉泉營街道宜蘭園。5月22日報告核酸檢測結果爲陽性，當日診斷爲無症狀感染者。感染者1652：通過社會面核酸篩查發現，現住海淀區四季青鎮佟家墳，工作地點爲東城區東方廣場。自述5月21日出現鼻塞、咳嗽等症狀，5月22日報告核酸檢測結果爲陽性，當日診斷爲確診病例，","images":[{"img":"https://static.tigerbbs.com/8de53b4acf0d4afd826e9b2d0f0d6333","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/8537176f71a4415999a53ad4495dd1df","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/75093bd4cd5043ab940d055804e2044e","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/614055514","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9068369007,"gmtCreate":1651719621114,"gmtModify":1676534956457,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095631963582230","authorIdStr":"4095631963582230"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9068369007","repostId":"1167535166","repostType":4,"repost":{"id":"1167535166","kind":"news","pubTimestamp":1651718831,"share":"https://ttm.financial/m/news/1167535166?lang=&edition=fundamental","pubTime":"2022-05-05 10:47","market":"us","language":"zh","title":"美联储5月议息会议点评：鹰派的顶点","url":"https://stock-news.laohu8.com/highlight/detail?id=1167535166","media":"国盛证券","summary":"美联储5月会议加息50bp、宣布6月开始缩表，但鹰派程度低于预期。","content":"<html><head></head><body><p><b>作者：熊园、刘新宇</b></p><p><b>事件：</b>北京时间5月5日凌晨2点，美联储公布5月FOMC会议决议。</p><p><b>核心结论：</b>美联储5月会议加息50bp、宣布6月开始缩表，但鹰派程度低于预期;会议过后，利率期货隐含的年内剩余加息次数小幅回落。重申前期观点，美联储最鹰时刻可能已过，伴随美国经济放缓和通胀回落，下半年美联储鹰派程度大概率减弱，市场加息预期也将有所降温，并且本轮加息可能在明年初停止。</p><p>1、5月FOMC会议主要内容：美联储加息50bp至0.75-1.0%，符合市场预期。鲍威尔表示，未来两次会议可能分别加息50bp，之后可能加息25bp，不考虑一次加息75bp。此外，美联储宣布从6月开始缩表，初始缩债规模为每月300亿国债、175亿MBS，3个月后达到每月600亿国债、350亿MBS的上限，缩表规模与我们之前的测算十分接近，并且也符合市场预期。整体看，本次会议鹰派程度低于市场预期。</p><p>2、资产价格和加息预期变化：会议过后，美股和黄金涨幅扩大，美元指数和美债收益率快速跳水。联邦基金利率期货显示，目前市场预期6月和7月分别加息50bp，已基本取消了加息75bp的可能性，年内剩余加息次数预期也由会议前的8.2次降至7.8次(一次对应25bp)。</p><p>3、加息节奏展望：重申前期观点：伴随美国经济放缓和通胀回落，下半年美联储鹰派程度大概率减弱，市场加息预期也将有所降温，预计全年实际加息幅度低于目前的市场预期。此外，美联储本轮加息可能在明年初停止。</p><p>4、大类资产展望：美股的调整可能已接近尾声，下半年有望迎来修复，并且纳指有望重新跑赢标普500，关注俄乌冲突的扰动;10Y美债收益率短期内预计高位震荡，下半年大概率重新下行;美联储转鸽虽然会对美元指数形成利空，但由于俄乌冲突对欧洲经济冲击更大，预计美元指数仍将保持强势;伴随通胀回落、实际利率上行、美元强势，黄金大概率下跌。</p><p>正文如下：</p><p><b>1、美联储如期加息50bp，并宣布6月启动缩表。</b></p><p>加息节奏：美联储决定将联邦基金目标利率上调50bp至0.75%-1.0%，符合市场预期，这是自2000年5月以来首次加息超过25bp。鲍威尔称，基准预期是接下来两次会议均会加息50bp，之后可能每次加息25bp，一次加息75bp不在考虑范围;预计中性利率将在2-3%之间，将尽快加息至中性利率水平，之后视情况而定。</p><p>缩表计划：本次会议公布了缩表具体计划，将从6月1日开始缩表，以减少本金再投资的方式进行，初始缩债规模为每月300亿国债、175亿MBS，3个月后达到每月600亿国债、350亿MBS的上限。与2017年缩表相比，本次缩表的初始规模明显更高，且提高至上限的时间明显更快。整体来看，本次缩表的初始规模与我们前期报告《美联储3月会议前瞻与中长期展望——兼评2月非农》中的测算结果十分接近，纽约联储调查显示，市场在3月初就已预期到缩表可能从6月开始，并且初始缩债规模可能达到每月300亿国债、150亿MBS。因此，本次缩表计划基本符合预期。</p><p>其他重要信息：本次会议声明中提及了一季度经济放缓，但对经济整体维持乐观，同时新增了“中国的疫情封锁措施可能加剧供应链中断。委员会高度关注通胀风险”。鲍威尔称，没有迹象表明经济接近衰退，货币政策收紧有望使经济软着陆;当前通胀水平过高，一些证据表明核心PCE通胀已经触顶，但希望观察更多数据;将努力避免在高度不确定的环境中增加更多的不确定性。</p><p><img src=\"https://static.tigerbbs.com/9966491415b2bcbe6a1b536e79b33d11\" tg-width=\"1080\" tg-height=\"519\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/264451ddf1a5c01368924691d818daf7\" tg-width=\"1080\" tg-height=\"754\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/b07504d2143b9faefbe8f46f937a8be9\" tg-width=\"1080\" tg-height=\"572\" referrerpolicy=\"no-referrer\"/></p><p><b>3、重申前期观点：美联储最鹰时刻可能已过，后续加息预期有望逐步降温。</b></p><p>美国通胀与经济展望：维持前期判断，美国3月CPI同比8.5%大概率已触顶，4月可能持平或小降，5月之后会加速回落，年底预计降至4.5%左右。美国经济最早可能在23年底或24年初衰退，在此之前，经济放缓程度会逐渐加剧。</p><p>美联储加息节奏展望：前期报告中我们曾多次指出，鉴于美国通胀在5月之后才会明显回落，因此短期内美联储仍将维持鹰派，但大概率不会更加鹰派;5月之后，随着经济放缓和通胀回落，美联储鹰派程度大概率减弱，市场加息预期也将有所降温，预计全年实际加息幅度将低于目前的市场预期。此外，从期限利差、PMI规律、经济衰退风险等因素综合来看，美联储本轮加息可能在明年初停止。</p><p>大类资产展望：综合我们对美国经济、通胀、美联储货币政策的判断，美股的调整可能已接近尾声，下半年有望迎来修复，并且纳指有望重新跑赢标普500，关注俄乌冲突的扰动;10Y美债收益率短期内预计高位震荡，下半年大概率重新下行;美联储转鸽虽然会对美元指数形成利空，但由于俄乌冲突对欧洲经济冲击更大，预计美元指数仍将保持强势;伴随通胀回落、实际利率上行、美元强势，黄金大概率下跌。</p><p><b>风险提示：</b>美国通胀持续超预期，美联储政策立场超预期鹰派，俄乌冲突超预期演化。</p></body></html>","source":"lsy1593757268585","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\" 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.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美联储5月议息会议点评：鹰派的顶点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-05 10:47 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/718621.html><strong>国盛证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：熊园、刘新宇事件：北京时间5月5日凌晨2点，美联储公布5月FOMC会议决议。核心结论：美联储5月会议加息50bp、宣布6月开始缩表，但鹰派程度低于预期;会议过后，利率期货隐含的年内剩余加息次数小幅回落。重申前期观点，美联储最鹰时刻可能已过，伴随美国经济放缓和通胀回落，下半年美联储鹰派程度大概率减弱，市场加息预期也将有所降温，并且本轮加息可能在明年初停止。1、5月FOMC会议主要内容：美联储...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/718621.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/42d623bf2f962cffafc93d5db7d45f9c","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.zhitongcaijing.com/content/detail/718621.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167535166","content_text":"作者：熊园、刘新宇事件：北京时间5月5日凌晨2点，美联储公布5月FOMC会议决议。核心结论：美联储5月会议加息50bp、宣布6月开始缩表，但鹰派程度低于预期;会议过后，利率期货隐含的年内剩余加息次数小幅回落。重申前期观点，美联储最鹰时刻可能已过，伴随美国经济放缓和通胀回落，下半年美联储鹰派程度大概率减弱，市场加息预期也将有所降温，并且本轮加息可能在明年初停止。1、5月FOMC会议主要内容：美联储加息50bp至0.75-1.0%，符合市场预期。鲍威尔表示，未来两次会议可能分别加息50bp，之后可能加息25bp，不考虑一次加息75bp。此外，美联储宣布从6月开始缩表，初始缩债规模为每月300亿国债、175亿MBS，3个月后达到每月600亿国债、350亿MBS的上限，缩表规模与我们之前的测算十分接近，并且也符合市场预期。整体看，本次会议鹰派程度低于市场预期。2、资产价格和加息预期变化：会议过后，美股和黄金涨幅扩大，美元指数和美债收益率快速跳水。联邦基金利率期货显示，目前市场预期6月和7月分别加息50bp，已基本取消了加息75bp的可能性，年内剩余加息次数预期也由会议前的8.2次降至7.8次(一次对应25bp)。3、加息节奏展望：重申前期观点：伴随美国经济放缓和通胀回落，下半年美联储鹰派程度大概率减弱，市场加息预期也将有所降温，预计全年实际加息幅度低于目前的市场预期。此外，美联储本轮加息可能在明年初停止。4、大类资产展望：美股的调整可能已接近尾声，下半年有望迎来修复，并且纳指有望重新跑赢标普500，关注俄乌冲突的扰动;10Y美债收益率短期内预计高位震荡，下半年大概率重新下行;美联储转鸽虽然会对美元指数形成利空，但由于俄乌冲突对欧洲经济冲击更大，预计美元指数仍将保持强势;伴随通胀回落、实际利率上行、美元强势，黄金大概率下跌。正文如下：1、美联储如期加息50bp，并宣布6月启动缩表。加息节奏：美联储决定将联邦基金目标利率上调50bp至0.75%-1.0%，符合市场预期，这是自2000年5月以来首次加息超过25bp。鲍威尔称，基准预期是接下来两次会议均会加息50bp，之后可能每次加息25bp，一次加息75bp不在考虑范围;预计中性利率将在2-3%之间，将尽快加息至中性利率水平，之后视情况而定。缩表计划：本次会议公布了缩表具体计划，将从6月1日开始缩表，以减少本金再投资的方式进行，初始缩债规模为每月300亿国债、175亿MBS，3个月后达到每月600亿国债、350亿MBS的上限。与2017年缩表相比，本次缩表的初始规模明显更高，且提高至上限的时间明显更快。整体来看，本次缩表的初始规模与我们前期报告《美联储3月会议前瞻与中长期展望——兼评2月非农》中的测算结果十分接近，纽约联储调查显示，市场在3月初就已预期到缩表可能从6月开始，并且初始缩债规模可能达到每月300亿国债、150亿MBS。因此，本次缩表计划基本符合预期。其他重要信息：本次会议声明中提及了一季度经济放缓，但对经济整体维持乐观，同时新增了“中国的疫情封锁措施可能加剧供应链中断。委员会高度关注通胀风险”。鲍威尔称，没有迹象表明经济接近衰退，货币政策收紧有望使经济软着陆;当前通胀水平过高，一些证据表明核心PCE通胀已经触顶，但希望观察更多数据;将努力避免在高度不确定的环境中增加更多的不确定性。3、重申前期观点：美联储最鹰时刻可能已过，后续加息预期有望逐步降温。美国通胀与经济展望：维持前期判断，美国3月CPI同比8.5%大概率已触顶，4月可能持平或小降，5月之后会加速回落，年底预计降至4.5%左右。美国经济最早可能在23年底或24年初衰退，在此之前，经济放缓程度会逐渐加剧。美联储加息节奏展望：前期报告中我们曾多次指出，鉴于美国通胀在5月之后才会明显回落，因此短期内美联储仍将维持鹰派，但大概率不会更加鹰派;5月之后，随着经济放缓和通胀回落，美联储鹰派程度大概率减弱，市场加息预期也将有所降温，预计全年实际加息幅度将低于目前的市场预期。此外，从期限利差、PMI规律、经济衰退风险等因素综合来看，美联储本轮加息可能在明年初停止。大类资产展望：综合我们对美国经济、通胀、美联储货币政策的判断，美股的调整可能已接近尾声，下半年有望迎来修复，并且纳指有望重新跑赢标普500，关注俄乌冲突的扰动;10Y美债收益率短期内预计高位震荡，下半年大概率重新下行;美联储转鸽虽然会对美元指数形成利空，但由于俄乌冲突对欧洲经济冲击更大，预计美元指数仍将保持强势;伴随通胀回落、实际利率上行、美元强势，黄金大概率下跌。风险提示：美国通胀持续超预期，美联储政策立场超预期鹰派，俄乌冲突超预期演化。","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014118862,"gmtCreate":1649632603622,"gmtModify":1676534539226,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095631963582230","authorIdStr":"4095631963582230"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014118862","repostId":"1105696070","repostType":4,"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9077296346,"gmtCreate":1658531747985,"gmtModify":1676536171063,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095631963582230","authorIdStr":"4095631963582230"},"themes":[],"htmlText":"👍👍👍&nbsp;","listText":"👍👍👍&nbsp;","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077296346","repostId":"1137706109","repostType":4,"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963267348,"gmtCreate":1668695861585,"gmtModify":1676538098577,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095631963582230","authorIdStr":"4095631963582230"},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] 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07:03","market":"sh","language":"zh","title":"知乎-W今起招股，入场费约5232.21港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1105696070","media":"老虎资讯综合","summary":"4月11日，知乎-W发布公告，公司拟全球发售2600万股股份，其中香港发售股份260万股，国际发售股份2340万股，另有15%超额配股权；2022年4月11日至4月14日招股，预期定价日为4月14日；","content":"<html><head></head><body><p>4月11日，<a href=\"https://laohu8.com/S/02390\">知乎-W</a>发布公告，公司拟全球发售2600万股股份，其中香港发售股份260万股，国际发售股份2340万股，另有15%超额配股权；2022年4月11日至4月14日招股，预期定价日为4月14日；公开发售价将不超过每股发售股份51.80港元，每手买卖单位100股，入场费约5232港元；瑞信、摩根大通、中金公司及招银国际为联席保荐人；预期股份将于2022年4月22日于联交所主板挂牌上市。</p><p><img src=\"https://static.tigerbbs.com/d73a7595993d9a67c78ca97e558f69bc\" tg-width=\"875\" tg-height=\"683\" referrerpolicy=\"no-referrer\"/></p><p><b>申购阶梯：</b></p><p>每手100股，入场费5232.21港元。</p><p>乙组门槛为10万股，申购所需资金约5232206.63港元。</p><p><img src=\"https://static.tigerbbs.com/ed1099ab08b8b243eca72ba9e48a3945\" tg-width=\"885\" tg-height=\"609\" referrerpolicy=\"no-referrer\"/></p><p>知乎是一个领先的在线内容社区，人们来到这里寻找解决方案、作出决定、寻求灵感并获得乐趣。根据灼识咨询的资料，以2019年、2020年及2021年的平均移动端月活跃用户和收入计，知乎是中国前五大的综合在线内容社区之一，更是全国最大的在线问答社区。</p><p>用户可在知乎上探索和欣赏能够开阔眼界，提供方案，引发共鸣的内容，知乎称之为“有获得感的内容”，范围之广可以从日常的生活选择，如挑选电视或手机、令人心旷神怡的度假胜地、益智图书或综艺节目等，到深奥的知识内容或独特体验，如了解天宫太空站或到访2022年冬季奥运会场地等，甚至是更重大的抉择，如选定学府、优质的备考课程、职业选择、维系关系或孕期待产等。知乎全方位的综合内容吸引了越来越多用户群和内容创作者到知乎来分享知识、经验和见解。</p><p>知乎为领先的在线内容社区。2021年第四季度，知乎的平均移动端月活跃用户达9960万人，平均每月浏览人次达5亿，平均每月用户互动达3.9亿次。截至2021年12月31日，知乎的累计内容创作者达5500万人，累计贡献4.2亿条问答内容，涵盖超过1000种垂直领域。知乎的收入由2019年的人民币6.705亿元增加至2020年的人民币14亿元，并进一步增至2021年的人民币30亿元(4.644亿美元)，自2019年以来的复合年增长率为110.1%。</p><p>自2010年知乎上线以来，知乎一直致力于扩展知乎提供的内容和服务，来满足用户、内容创作者和商业合作伙伴们的多样化需求。知乎在发展过程中确立了以内容为中心的业务模式，并将其不断发展演化。知乎已从一个问答社区发展成为中国最大的综合在线内容社区之一。根据灼识咨询的资料，知乎是首批推出付费会员模式，并为商家及品牌推出内容商业化解决方案的行业参与者之一。知乎会继续依托以内容为中心的业务模式，推出新的盈利模式，如职业培训和电子商务等相关的服务。然而，知乎认为集团目前仍处于盈利的早期阶段，对于拓展盈利渠道方面仍有显著的增长空间。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>知乎-W今起招股，入场费约5232.21港元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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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知乎-W今起招股，入场费约5232.21港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-04-11 07:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月11日，<a href=\"https://laohu8.com/S/02390\">知乎-W</a>发布公告，公司拟全球发售2600万股股份，其中香港发售股份260万股，国际发售股份2340万股，另有15%超额配股权；2022年4月11日至4月14日招股，预期定价日为4月14日；公开发售价将不超过每股发售股份51.80港元，每手买卖单位100股，入场费约5232港元；瑞信、摩根大通、中金公司及招银国际为联席保荐人；预期股份将于2022年4月22日于联交所主板挂牌上市。</p><p><img src=\"https://static.tigerbbs.com/d73a7595993d9a67c78ca97e558f69bc\" tg-width=\"875\" tg-height=\"683\" referrerpolicy=\"no-referrer\"/></p><p><b>申购阶梯：</b></p><p>每手100股，入场费5232.21港元。</p><p>乙组门槛为10万股，申购所需资金约5232206.63港元。</p><p><img src=\"https://static.tigerbbs.com/ed1099ab08b8b243eca72ba9e48a3945\" tg-width=\"885\" tg-height=\"609\" referrerpolicy=\"no-referrer\"/></p><p>知乎是一个领先的在线内容社区，人们来到这里寻找解决方案、作出决定、寻求灵感并获得乐趣。根据灼识咨询的资料，以2019年、2020年及2021年的平均移动端月活跃用户和收入计，知乎是中国前五大的综合在线内容社区之一，更是全国最大的在线问答社区。</p><p>用户可在知乎上探索和欣赏能够开阔眼界，提供方案，引发共鸣的内容，知乎称之为“有获得感的内容”，范围之广可以从日常的生活选择，如挑选电视或手机、令人心旷神怡的度假胜地、益智图书或综艺节目等，到深奥的知识内容或独特体验，如了解天宫太空站或到访2022年冬季奥运会场地等，甚至是更重大的抉择，如选定学府、优质的备考课程、职业选择、维系关系或孕期待产等。知乎全方位的综合内容吸引了越来越多用户群和内容创作者到知乎来分享知识、经验和见解。</p><p>知乎为领先的在线内容社区。2021年第四季度，知乎的平均移动端月活跃用户达9960万人，平均每月浏览人次达5亿，平均每月用户互动达3.9亿次。截至2021年12月31日，知乎的累计内容创作者达5500万人，累计贡献4.2亿条问答内容，涵盖超过1000种垂直领域。知乎的收入由2019年的人民币6.705亿元增加至2020年的人民币14亿元，并进一步增至2021年的人民币30亿元(4.644亿美元)，自2019年以来的复合年增长率为110.1%。</p><p>自2010年知乎上线以来，知乎一直致力于扩展知乎提供的内容和服务，来满足用户、内容创作者和商业合作伙伴们的多样化需求。知乎在发展过程中确立了以内容为中心的业务模式，并将其不断发展演化。知乎已从一个问答社区发展成为中国最大的综合在线内容社区之一。根据灼识咨询的资料，知乎是首批推出付费会员模式，并为商家及品牌推出内容商业化解决方案的行业参与者之一。知乎会继续依托以内容为中心的业务模式，推出新的盈利模式，如职业培训和电子商务等相关的服务。然而，知乎认为集团目前仍处于盈利的早期阶段，对于拓展盈利渠道方面仍有显著的增长空间。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b69e234a63c2c0a69ccede7b0faaa18","relate_stocks":{"ZH":"知乎","02390":"知乎-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105696070","content_text":"4月11日，知乎-W发布公告，公司拟全球发售2600万股股份，其中香港发售股份260万股，国际发售股份2340万股，另有15%超额配股权；2022年4月11日至4月14日招股，预期定价日为4月14日；公开发售价将不超过每股发售股份51.80港元，每手买卖单位100股，入场费约5232港元；瑞信、摩根大通、中金公司及招银国际为联席保荐人；预期股份将于2022年4月22日于联交所主板挂牌上市。申购阶梯：每手100股，入场费5232.21港元。乙组门槛为10万股，申购所需资金约5232206.63港元。知乎是一个领先的在线内容社区，人们来到这里寻找解决方案、作出决定、寻求灵感并获得乐趣。根据灼识咨询的资料，以2019年、2020年及2021年的平均移动端月活跃用户和收入计，知乎是中国前五大的综合在线内容社区之一，更是全国最大的在线问答社区。用户可在知乎上探索和欣赏能够开阔眼界，提供方案，引发共鸣的内容，知乎称之为“有获得感的内容”，范围之广可以从日常的生活选择，如挑选电视或手机、令人心旷神怡的度假胜地、益智图书或综艺节目等，到深奥的知识内容或独特体验，如了解天宫太空站或到访2022年冬季奥运会场地等，甚至是更重大的抉择，如选定学府、优质的备考课程、职业选择、维系关系或孕期待产等。知乎全方位的综合内容吸引了越来越多用户群和内容创作者到知乎来分享知识、经验和见解。知乎为领先的在线内容社区。2021年第四季度，知乎的平均移动端月活跃用户达9960万人，平均每月浏览人次达5亿，平均每月用户互动达3.9亿次。截至2021年12月31日，知乎的累计内容创作者达5500万人，累计贡献4.2亿条问答内容，涵盖超过1000种垂直领域。知乎的收入由2019年的人民币6.705亿元增加至2020年的人民币14亿元，并进一步增至2021年的人民币30亿元(4.644亿美元)，自2019年以来的复合年增长率为110.1%。自2010年知乎上线以来，知乎一直致力于扩展知乎提供的内容和服务，来满足用户、内容创作者和商业合作伙伴们的多样化需求。知乎在发展过程中确立了以内容为中心的业务模式，并将其不断发展演化。知乎已从一个问答社区发展成为中国最大的综合在线内容社区之一。根据灼识咨询的资料，知乎是首批推出付费会员模式，并为商家及品牌推出内容商业化解决方案的行业参与者之一。知乎会继续依托以内容为中心的业务模式，推出新的盈利模式，如职业培训和电子商务等相关的服务。然而，知乎认为集团目前仍处于盈利的早期阶段，对于拓展盈利渠道方面仍有显著的增长空间。","news_type":1},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186405666992256,"gmtCreate":1686548478569,"gmtModify":1686548482912,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095631963582230","authorIdStr":"4095631963582230"},"themes":[],"htmlText":"👍👍👍Very 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target=\"_blank\" href=\"https://laohu8.com/S/TEDU\">$達內科技(TEDU)$</a>&nbsp;財報顯示，達內教育前三季度淨收入爲19.16億元，同比增幅爲10.7%；淨利潤爲1.03億元，上年同期淨虧損爲2.93億元；同時，非準則淨利潤（non-GAAP）達到1.15億元，同比實現扭虧爲盈。根據財報，達內教育第三季度實現淨收入6.43億元，同比增長4.6%；淨利潤（non-GAAP）達到3716萬元，去年同期爲淨虧損9053萬元，公司整體毛利率爲55.1%，同比提升4.2個百分點。分業務來看，第三季度，達內教育在青少年素質教育領域的營收實現了同比9.9%的穩步增長，毛利率達到45%；而成人職業教育業務受經濟環境影響，財務收入略下降1.7%，但毛利率達到68.3%，盈利能力依舊穩健。達內教育CEO孫瀅女士表示：“2022年第三季度，公司採取了相對保守的增長戰略，專注於提升課程及服務質量，通過優化運營效率保持健康的發展態勢，而本季度穩健的經營業績凸顯了貫徹這一戰略的有效性。” 值得一提的是，此次在公佈三季度業績的同時，達內教育還宣佈了300萬美元的股票回購計劃，這也充分體現出管理層對公司發展前景的信心。來源：美股研究社","listText":"“雙減”政策的餘波疊加疫情的深刻影響，使得教培行業進入發展的新生態，“苦練內功”的達內教育在時代的激流下愈發穩健。美股研究社獲悉，11月30日消息，達內教育發佈了截至2022年9月30日的第三季度未經審計的財務報告。<a target=\"_blank\" href=\"https://laohu8.com/S/TEDU\">$達內科技(TEDU)$</a>&nbsp;財報顯示，達內教育前三季度淨收入爲19.16億元，同比增幅爲10.7%；淨利潤爲1.03億元，上年同期淨虧損爲2.93億元；同時，非準則淨利潤（non-GAAP）達到1.15億元，同比實現扭虧爲盈。根據財報，達內教育第三季度實現淨收入6.43億元，同比增長4.6%；淨利潤（non-GAAP）達到3716萬元，去年同期爲淨虧損9053萬元，公司整體毛利率爲55.1%，同比提升4.2個百分點。分業務來看，第三季度，達內教育在青少年素質教育領域的營收實現了同比9.9%的穩步增長，毛利率達到45%；而成人職業教育業務受經濟環境影響，財務收入略下降1.7%，但毛利率達到68.3%，盈利能力依舊穩健。達內教育CEO孫瀅女士表示：“2022年第三季度，公司採取了相對保守的增長戰略，專注於提升課程及服務質量，通過優化運營效率保持健康的發展態勢，而本季度穩健的經營業績凸顯了貫徹這一戰略的有效性。” 值得一提的是，此次在公佈三季度業績的同時，達內教育還宣佈了300萬美元的股票回購計劃，這也充分體現出管理層對公司發展前景的信心。來源：美股研究社","text":"“雙減”政策的餘波疊加疫情的深刻影響，使得教培行業進入發展的新生態，“苦練內功”的達內教育在時代的激流下愈發穩健。美股研究社獲悉，11月30日消息，達內教育發佈了截至2022年9月30日的第三季度未經審計的財務報告。$達內科技(TEDU)$ 財報顯示，達內教育前三季度淨收入爲19.16億元，同比增幅爲10.7%；淨利潤爲1.03億元，上年同期淨虧損爲2.93億元；同時，非準則淨利潤（non-GAAP）達到1.15億元，同比實現扭虧爲盈。根據財報，達內教育第三季度實現淨收入6.43億元，同比增長4.6%；淨利潤（non-GAAP）達到3716萬元，去年同期爲淨虧損9053萬元，公司整體毛利率爲55.1%，同比提升4.2個百分點。分業務來看，第三季度，達內教育在青少年素質教育領域的營收實現了同比9.9%的穩步增長，毛利率達到45%；而成人職業教育業務受經濟環境影響，財務收入略下降1.7%，但毛利率達到68.3%，盈利能力依舊穩健。達內教育CEO孫瀅女士表示：“2022年第三季度，公司採取了相對保守的增長戰略，專注於提升課程及服務質量，通過優化運營效率保持健康的發展態勢，而本季度穩健的經營業績凸顯了貫徹這一戰略的有效性。” 值得一提的是，此次在公佈三季度業績的同時，達內教育還宣佈了300萬美元的股票回購計劃，這也充分體現出管理層對公司發展前景的信心。來源：美股研究社","images":[{"img":"https://static.tigerbbs.com/d8c17cc66c8648c89c7f8d0ccf34bfc8","width":"632","height":"428"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/620573047","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":890,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967072292,"gmtCreate":1670241760317,"gmtModify":1676538327247,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095631963582230","authorIdStr":"4095631963582230"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967072292","isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962219832,"gmtCreate":1669780108926,"gmtModify":1676538242015,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095631963582230","authorIdStr":"4095631963582230"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962219832","isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962219391,"gmtCreate":1669780094913,"gmtModify":1676538242008,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095631963582230","authorIdStr":"4095631963582230"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962219391","isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059962740,"gmtCreate":1654295985981,"gmtModify":1676535425024,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095631963582230","authorIdStr":"4095631963582230"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059962740","repostId":"614055514","repostType":1,"repost":{"id":614055514,"gmtCreate":1653298980000,"gmtModify":1676533137662,"author":{"id":"4107925732032840","authorId":"4107925732032840","name":"中国基金报","avatar":"https://static.tigerbbs.com/498a5e5426489a3835f596f93ba03b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107925732032840","authorIdStr":"4107925732032840"},"themes":[],"title":"北京新增63例，緊急闢謠！剛剛，國家衛健委通報！信息量很大！","htmlText":"中國基金報記者 李智 5月23日下午，北京召開新冠疫情防控第343場新聞發佈會，通報疫情最新情況。 自5月22日發佈會後（5月22日15時至23日15時），新增本土新冠肺炎病毒感染者63例，豐臺區23例、房山區16例、海淀區14例、東城區4例、通州區3例、西城區2例、懷柔區1例；管控人員58例、社會面篩查5例。 目前，海淀區友誼社區、復興路32號院，東城區東方廣場等聚集性疫情存在傳播風險。 近日，海淀區海淀街道友誼社區已連續檢出19例陽性人員，與多個家庭之間的聚會和聚集性娛樂活動有關。居家辦公期間，堅持非必要不流動、非必要不外出，不聚會、不串門、不出遊、不扎堆。 新發地市場要封控的傳言並不屬實，目前供應充足、價格穩定、運行平穩。 北京新增本土感染者63例 社會面篩查5例 會上，北京市疾病預防控制中心副主任劉曉峯通報：5月23日0時至15時，新增本土新冠肺炎病毒感染者34例。自5月22日發佈會後（5月22日15時至23日15時），新增本土新冠肺炎病毒感染者63例，豐臺區23例、房山區16例、海淀區14例、東城區4例、通州區3例、西城區2例、懷柔區1例；普通型3例、輕型51例、無症狀感染者9例；管控人員58例、社會面篩查5例。均已轉至定點醫院隔離治療，相關風險點位及人員已管控落位。 相關感染者情況通報如下： 感染者1642：通過社會面核酸篩查發現，現住東城區建國門街道貢院西街。自述5月21日出現發熱等症狀，5月22日報告核酸檢測結果爲陽性，當日診斷爲確診病例，臨牀分型爲輕型。感染者1646：通過社會面核酸篩查發現，現住豐臺區玉泉營街道宜蘭園。5月22日報告核酸檢測結果爲陽性，當日診斷爲無症狀感染者。感染者1652：通過社會面核酸篩查發現，現住海淀區四季青鎮佟家墳，工作地點爲東城區東方廣場。自述5月21日出現鼻塞、咳嗽等症狀，5月22日報告核酸檢測結果爲陽性，當日診斷爲確診病例，","listText":"中國基金報記者 李智 5月23日下午，北京召開新冠疫情防控第343場新聞發佈會，通報疫情最新情況。 自5月22日發佈會後（5月22日15時至23日15時），新增本土新冠肺炎病毒感染者63例，豐臺區23例、房山區16例、海淀區14例、東城區4例、通州區3例、西城區2例、懷柔區1例；管控人員58例、社會面篩查5例。 目前，海淀區友誼社區、復興路32號院，東城區東方廣場等聚集性疫情存在傳播風險。 近日，海淀區海淀街道友誼社區已連續檢出19例陽性人員，與多個家庭之間的聚會和聚集性娛樂活動有關。居家辦公期間，堅持非必要不流動、非必要不外出，不聚會、不串門、不出遊、不扎堆。 新發地市場要封控的傳言並不屬實，目前供應充足、價格穩定、運行平穩。 北京新增本土感染者63例 社會面篩查5例 會上，北京市疾病預防控制中心副主任劉曉峯通報：5月23日0時至15時，新增本土新冠肺炎病毒感染者34例。自5月22日發佈會後（5月22日15時至23日15時），新增本土新冠肺炎病毒感染者63例，豐臺區23例、房山區16例、海淀區14例、東城區4例、通州區3例、西城區2例、懷柔區1例；普通型3例、輕型51例、無症狀感染者9例；管控人員58例、社會面篩查5例。均已轉至定點醫院隔離治療，相關風險點位及人員已管控落位。 相關感染者情況通報如下： 感染者1642：通過社會面核酸篩查發現，現住東城區建國門街道貢院西街。自述5月21日出現發熱等症狀，5月22日報告核酸檢測結果爲陽性，當日診斷爲確診病例，臨牀分型爲輕型。感染者1646：通過社會面核酸篩查發現，現住豐臺區玉泉營街道宜蘭園。5月22日報告核酸檢測結果爲陽性，當日診斷爲無症狀感染者。感染者1652：通過社會面核酸篩查發現，現住海淀區四季青鎮佟家墳，工作地點爲東城區東方廣場。自述5月21日出現鼻塞、咳嗽等症狀，5月22日報告核酸檢測結果爲陽性，當日診斷爲確診病例，","text":"中國基金報記者 李智 5月23日下午，北京召開新冠疫情防控第343場新聞發佈會，通報疫情最新情況。 自5月22日發佈會後（5月22日15時至23日15時），新增本土新冠肺炎病毒感染者63例，豐臺區23例、房山區16例、海淀區14例、東城區4例、通州區3例、西城區2例、懷柔區1例；管控人員58例、社會面篩查5例。 目前，海淀區友誼社區、復興路32號院，東城區東方廣場等聚集性疫情存在傳播風險。 近日，海淀區海淀街道友誼社區已連續檢出19例陽性人員，與多個家庭之間的聚會和聚集性娛樂活動有關。居家辦公期間，堅持非必要不流動、非必要不外出，不聚會、不串門、不出遊、不扎堆。 新發地市場要封控的傳言並不屬實，目前供應充足、價格穩定、運行平穩。 北京新增本土感染者63例 社會面篩查5例 會上，北京市疾病預防控制中心副主任劉曉峯通報：5月23日0時至15時，新增本土新冠肺炎病毒感染者34例。自5月22日發佈會後（5月22日15時至23日15時），新增本土新冠肺炎病毒感染者63例，豐臺區23例、房山區16例、海淀區14例、東城區4例、通州區3例、西城區2例、懷柔區1例；普通型3例、輕型51例、無症狀感染者9例；管控人員58例、社會面篩查5例。均已轉至定點醫院隔離治療，相關風險點位及人員已管控落位。 相關感染者情況通報如下： 感染者1642：通過社會面核酸篩查發現，現住東城區建國門街道貢院西街。自述5月21日出現發熱等症狀，5月22日報告核酸檢測結果爲陽性，當日診斷爲確診病例，臨牀分型爲輕型。感染者1646：通過社會面核酸篩查發現，現住豐臺區玉泉營街道宜蘭園。5月22日報告核酸檢測結果爲陽性，當日診斷爲無症狀感染者。感染者1652：通過社會面核酸篩查發現，現住海淀區四季青鎮佟家墳，工作地點爲東城區東方廣場。自述5月21日出現鼻塞、咳嗽等症狀，5月22日報告核酸檢測結果爲陽性，當日診斷爲確診病例，","images":[{"img":"https://static.tigerbbs.com/8de53b4acf0d4afd826e9b2d0f0d6333","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/8537176f71a4415999a53ad4495dd1df","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/75093bd4cd5043ab940d055804e2044e","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/614055514","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9068369007,"gmtCreate":1651719621114,"gmtModify":1676534956457,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095631963582230","authorIdStr":"4095631963582230"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9068369007","repostId":"1167535166","repostType":4,"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}