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Seong835451
2023-06-08
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@OptionsDelta:Is It Time to Start Buying China Stocks?
Seong835451
2023-06-07
Good
市场综述 | 突发利空，“宁王”大跌！杀白马行情再度上演
Seong835451
2023-06-07
goodbye
苹果下一个挑战：Vision Pro需要的是应用程序而非销量
Seong835451
2023-01-30
Goodbye
财报前瞻 | 股价接近历史高点，市场对麦当劳业绩或会很挑剔
Seong835451
2023-01-06
ok
回归地球的特斯拉还有市梦率光环吗？
Go to Tiger App to see more news
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300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.29","exceedPercentage":"93.86%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":184909331845296,"gmtCreate":1686183363854,"gmtModify":1686183367307,"author":{"id":"4096013063740910","authorId":"4096013063740910","name":"Seong835451","avatar":"https://static.tigerbbs.com/584e4b48a3f4cec576eb12089410900a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096013063740910","authorIdStr":"4096013063740910"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184909331845296","repostId":"184891621007408","repostType":1,"repost":{"id":184891621007408,"gmtCreate":1686147875118,"gmtModify":1686147895540,"author":{"id":"4102740637684170","authorId":"4102740637684170","name":"OptionsDelta","avatar":"https://static.tigerbbs.com/b5ab2017d32f95a165639de659b21cd1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740637684170","authorIdStr":"4102740637684170"},"themes":[],"title":"Is It Time to Start Buying China Stocks?","htmlText":"As for how much the Chinese concept stocks can rebound in the near future, in fact, the rebound space may not be too much when I finish writing the article (lol).The earliest possible rally order can be traced back to the call spread on May 31:buy <a target=\"_blank\" href=\"https://ttm.financial/OPT/KWEB%2020230721%2026.0%20CALL\">$KWEB 20230721 26.0 CALL$</a>sell <a target=\"_blank\" href=\"https://ttm.financial/OPT/KWEB%2020230721%2030.0%20CALL\">$KWEB 20230721 30.0 CALL$</a>Bullish to above 26, below 30.Some people may ask, hey, didn't you say that some people were bearish until September?I checked, and it looks like the guy closed his position, and I don't know if it's down more than expected, but I think so.However, according to the latest order, the recent increase may exceed 31buy","listText":"As for how much the Chinese concept stocks can rebound in the near future, in fact, the rebound space may not be too much when I finish writing the article (lol).The earliest possible rally order can be traced back to the call spread on May 31:buy <a target=\"_blank\" href=\"https://ttm.financial/OPT/KWEB%2020230721%2026.0%20CALL\">$KWEB 20230721 26.0 CALL$</a>sell <a target=\"_blank\" href=\"https://ttm.financial/OPT/KWEB%2020230721%2030.0%20CALL\">$KWEB 20230721 30.0 CALL$</a>Bullish to above 26, below 30.Some people may ask, hey, didn't you say that some people were bearish until September?I checked, and it looks like the guy closed his position, and I don't know if it's down more than expected, but I think so.However, according to the latest order, the recent increase may exceed 31buy","text":"As for how much the Chinese concept stocks can rebound in the near future, in fact, the rebound space may not be too much when I finish writing the article (lol).The earliest possible rally order can be traced back to the call spread on May 31:buy $KWEB 20230721 26.0 CALL$sell $KWEB 20230721 30.0 CALL$Bullish to above 26, below 30.Some people may ask, hey, didn't you say that some people were bearish until September?I checked, and it looks like the guy closed his position, and I don't know if it's down more than expected, but I think so.However, according to the latest order, the recent increase may exceed 31buy","images":[{"img":"https://static.tigerbbs.com/dd8bf4a217514d2f026946810a8eed87","width":"1170","height":"960"},{"img":"https://static.tigerbbs.com/a9905a169c6f3334ccbe83d49fd343c5","width":"1051","height":"1622"},{"img":"https://static.tigerbbs.com/432268569f9350dc99993ffe6d468675","width":"1054","height":"426"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184891621007408","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184751349747824,"gmtCreate":1686144776913,"gmtModify":1686146680803,"author":{"id":"4096013063740910","authorId":"4096013063740910","name":"Seong835451","avatar":"https://static.tigerbbs.com/584e4b48a3f4cec576eb12089410900a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096013063740910","authorIdStr":"4096013063740910"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184751349747824","repostId":"1155688034","repostType":2,"repost":{"id":"1155688034","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":1686126404,"share":"https://ttm.financial/m/news/1155688034?lang=&edition=fundamental","pubTime":"2023-06-07 16:26","market":"sh","language":"zh","title":"市场综述 | 突发利空，“宁王”大跌！杀白马行情再度上演","url":"https://stock-news.laohu8.com/highlight/detail?id=1155688034","media":"老虎资讯综合","summary":"港股全天维持强势行情，权重科技股继续反攻；创业板指连跌三日，新能源赛道股跌跌不休；美股指期货全线下跌；欧洲主要指数多数走低；原油、黄金均震荡下挫>>港股港股全天维持强势行情，三大指数呈现连续反弹行情，","content":"<html><head></head><body><blockquote>港股全天维持强势行情，权重科技股继续反攻；创业板指连跌三日，新能源赛道股跌跌不休；美股指期货全线下跌；欧洲主要指数多数走低；原油、黄金均震荡下挫>></blockquote><p><strong>港股</strong></p><p>港股全天维持强势行情，三大指数呈现连续反弹行情，恒生科技指数最终收涨2.26%表现较佳，恒指、国指分别上涨0.8%和0.95%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb7a5a275fe7171a25fbc819c72bbda8\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>盘面上，权重科技股强势带领大市继续反攻，<a href=\"https://laohu8.com/S/09999\">网易-S</a>涨4%，<a href=\"https://laohu8.com/S/01024\">快手-W</a>涨3.76%，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>、<a href=\"https://laohu8.com/S/09888\">百度集团-SW</a>、<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>涨超2%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/03690\">美团-W</a>、<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>均涨超1%；小摩预计行业Q2业绩超预期，濠赌股午后涨幅加大，<a href=\"https://laohu8.com/S/02282\">美高梅中国</a>涨6%领衔；机构称行业景气回升驱动戴维斯双击，半导体股午后涨幅明显，短视频概念股、家电股、餐饮股、影视娱乐股、手游股、汽车股等纷纷上涨。另一方面，汽车经销商股大跌居前，电信股、铝业股、钢铁股全天表现萎靡，三大运营商皆下跌</p><p><strong>A股</strong></p><p>A股全天震荡分化，上证指数收涨0.08%报3197点，深证成指收跌0.6%，创业板指收跌1.61%，逼近2022年4月的最低点。两市个股涨多跌少，共2763股上涨，全日成交8145亿元，北上资金净买入25.11亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b5ec81a045456b8a84aba247c9fd57a7\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>盘面上，景点及旅游板块大涨，<a href=\"https://laohu8.com/S/603199\">九华旅游</a>、<a href=\"https://laohu8.com/S/002159\">三特索道</a>涨停；虚拟数字人概念股继续活跃，零售股震荡拉升，<a href=\"https://laohu8.com/S/605188\">国光连锁</a>午后涨停，<a href=\"https://laohu8.com/S/600415\">小商品城</a>涨超7%；数据要素概念持续冲高，电商、航运港口板块上涨。另外，锂电池等新能源赛道股集体调整，<a href=\"https://laohu8.com/S/300769\">德方纳米</a>跌超6%，<a href=\"https://laohu8.com/S/300750\">宁德时代</a>跌超5%，成交额超100亿元，位居A股第一；汽车整车、锂矿、一体化压铸、钠离子电池等板块跌幅居前。</p><p>值得注意的是，“创业板一哥”宁德时代跳水跌超5%带崩创业板指，总市值一度跌破9000亿元关口。消息面上，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>近日表示预计短期电池产能依然过剩，使得价格战不可避免，下调宁德时代评级至低配，下调目标价至180元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e022d3e674f6a2ca682221338d567db5\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>此外，<a href=\"https://laohu8.com/S/000661\">长春高新</a>午后闪崩跌停，股价创逾一年新低。对此，长春高新回应表示，目前公司生产经营一切正常；关于集采暂时没有更新消息，从以往情况来看，集采对公司业绩影响“中性偏好”，基本能实现以价换量的目标，对公司业绩影响不大。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bd29de9e3377c4882a0f7185851f941\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>美股</strong></p><p>美股三大股指期货全线下跌，截至发稿，道指期货跌0.17%，纳斯达克100指数期货跌0.25%，标普500指数期货跌0.13%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c540c653d094f69f1c4085b13bfa0df\" title=\"\" tg-width=\"413\" tg-height=\"203\"/></p><p><strong>欧股</strong></p><p>欧洲主要指数多数走低，德国DAX30跌0.35%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>跌0.07%，法国CAC40跌0.37%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5edcb61093644206224b7aa84bf41c5e\" title=\"\" tg-width=\"821\" tg-height=\"289\"/></p><p><strong>原油</strong></p><p>原油期货震荡下跌，WTI原油报71.17美元/桶，跌0.79%；布油现报75.64美元/桶，跌0.85%；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9114b766263a7125127da726d7f3cdc\" title=\"\" tg-width=\"858\" tg-height=\"830\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f19b5dc7a52816333273ae79858e5ca\" title=\"\" tg-width=\"858\" tg-height=\"834\"/></p><p><strong>黄金</strong></p><p>黄金期货震荡下跌，现跌0.48%，报1971.9美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f10451155e9a76420948c68c8ececf02\" title=\"\" tg-width=\"858\" tg-height=\"830\"/></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>市场综述 | 突发利空，“宁王”大跌！杀白马行情再度上演</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n市场综述 | 突发利空，“宁王”大跌！杀白马行情再度上演\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\">2023-06-07 16:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>港股全天维持强势行情，权重科技股继续反攻；创业板指连跌三日，新能源赛道股跌跌不休；美股指期货全线下跌；欧洲主要指数多数走低；原油、黄金均震荡下挫>></blockquote><p><strong>港股</strong></p><p>港股全天维持强势行情，三大指数呈现连续反弹行情，恒生科技指数最终收涨2.26%表现较佳，恒指、国指分别上涨0.8%和0.95%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb7a5a275fe7171a25fbc819c72bbda8\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>盘面上，权重科技股强势带领大市继续反攻，<a href=\"https://laohu8.com/S/09999\">网易-S</a>涨4%，<a href=\"https://laohu8.com/S/01024\">快手-W</a>涨3.76%，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>、<a href=\"https://laohu8.com/S/09888\">百度集团-SW</a>、<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>涨超2%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/03690\">美团-W</a>、<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>均涨超1%；小摩预计行业Q2业绩超预期，濠赌股午后涨幅加大，<a href=\"https://laohu8.com/S/02282\">美高梅中国</a>涨6%领衔；机构称行业景气回升驱动戴维斯双击，半导体股午后涨幅明显，短视频概念股、家电股、餐饮股、影视娱乐股、手游股、汽车股等纷纷上涨。另一方面，汽车经销商股大跌居前，电信股、铝业股、钢铁股全天表现萎靡，三大运营商皆下跌</p><p><strong>A股</strong></p><p>A股全天震荡分化，上证指数收涨0.08%报3197点，深证成指收跌0.6%，创业板指收跌1.61%，逼近2022年4月的最低点。两市个股涨多跌少，共2763股上涨，全日成交8145亿元，北上资金净买入25.11亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b5ec81a045456b8a84aba247c9fd57a7\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>盘面上，景点及旅游板块大涨，<a href=\"https://laohu8.com/S/603199\">九华旅游</a>、<a href=\"https://laohu8.com/S/002159\">三特索道</a>涨停；虚拟数字人概念股继续活跃，零售股震荡拉升，<a href=\"https://laohu8.com/S/605188\">国光连锁</a>午后涨停，<a href=\"https://laohu8.com/S/600415\">小商品城</a>涨超7%；数据要素概念持续冲高，电商、航运港口板块上涨。另外，锂电池等新能源赛道股集体调整，<a href=\"https://laohu8.com/S/300769\">德方纳米</a>跌超6%，<a href=\"https://laohu8.com/S/300750\">宁德时代</a>跌超5%，成交额超100亿元，位居A股第一；汽车整车、锂矿、一体化压铸、钠离子电池等板块跌幅居前。</p><p>值得注意的是，“创业板一哥”宁德时代跳水跌超5%带崩创业板指，总市值一度跌破9000亿元关口。消息面上，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>近日表示预计短期电池产能依然过剩，使得价格战不可避免，下调宁德时代评级至低配，下调目标价至180元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e022d3e674f6a2ca682221338d567db5\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>此外，<a href=\"https://laohu8.com/S/000661\">长春高新</a>午后闪崩跌停，股价创逾一年新低。对此，长春高新回应表示，目前公司生产经营一切正常；关于集采暂时没有更新消息，从以往情况来看，集采对公司业绩影响“中性偏好”，基本能实现以价换量的目标，对公司业绩影响不大。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bd29de9e3377c4882a0f7185851f941\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>美股</strong></p><p>美股三大股指期货全线下跌，截至发稿，道指期货跌0.17%，纳斯达克100指数期货跌0.25%，标普500指数期货跌0.13%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c540c653d094f69f1c4085b13bfa0df\" title=\"\" tg-width=\"413\" tg-height=\"203\"/></p><p><strong>欧股</strong></p><p>欧洲主要指数多数走低，德国DAX30跌0.35%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>跌0.07%，法国CAC40跌0.37%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5edcb61093644206224b7aa84bf41c5e\" title=\"\" tg-width=\"821\" tg-height=\"289\"/></p><p><strong>原油</strong></p><p>原油期货震荡下跌，WTI原油报71.17美元/桶，跌0.79%；布油现报75.64美元/桶，跌0.85%；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9114b766263a7125127da726d7f3cdc\" title=\"\" tg-width=\"858\" tg-height=\"830\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f19b5dc7a52816333273ae79858e5ca\" title=\"\" tg-width=\"858\" tg-height=\"834\"/></p><p><strong>黄金</strong></p><p>黄金期货震荡下跌，现跌0.48%，报1971.9美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f10451155e9a76420948c68c8ececf02\" title=\"\" tg-width=\"858\" tg-height=\"830\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"300750":"宁德时代","399006":"创业板指",".IXIC":"NASDAQ Composite","000661":"长春高新","HSI":"恒生指数",".SPX":"S&P 500 Index","000001.SH":"上证指数","HSTECH":"恒生科技指数",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155688034","content_text":"港股全天维持强势行情，权重科技股继续反攻；创业板指连跌三日，新能源赛道股跌跌不休；美股指期货全线下跌；欧洲主要指数多数走低；原油、黄金均震荡下挫>>港股港股全天维持强势行情，三大指数呈现连续反弹行情，恒生科技指数最终收涨2.26%表现较佳，恒指、国指分别上涨0.8%和0.95%。盘面上，权重科技股强势带领大市继续反攻，网易-S涨4%，快手-W涨3.76%，阿里巴巴-SW、百度集团-SW、京东集团-SW涨超2%，腾讯、美团-W、小米集团-W均涨超1%；小摩预计行业Q2业绩超预期，濠赌股午后涨幅加大，美高梅中国涨6%领衔；机构称行业景气回升驱动戴维斯双击，半导体股午后涨幅明显，短视频概念股、家电股、餐饮股、影视娱乐股、手游股、汽车股等纷纷上涨。另一方面，汽车经销商股大跌居前，电信股、铝业股、钢铁股全天表现萎靡，三大运营商皆下跌A股A股全天震荡分化，上证指数收涨0.08%报3197点，深证成指收跌0.6%，创业板指收跌1.61%，逼近2022年4月的最低点。两市个股涨多跌少，共2763股上涨，全日成交8145亿元，北上资金净买入25.11亿元。盘面上，景点及旅游板块大涨，九华旅游、三特索道涨停；虚拟数字人概念股继续活跃，零售股震荡拉升，国光连锁午后涨停，小商品城涨超7%；数据要素概念持续冲高，电商、航运港口板块上涨。另外，锂电池等新能源赛道股集体调整，德方纳米跌超6%，宁德时代跌超5%，成交额超100亿元，位居A股第一；汽车整车、锂矿、一体化压铸、钠离子电池等板块跌幅居前。值得注意的是，“创业板一哥”宁德时代跳水跌超5%带崩创业板指，总市值一度跌破9000亿元关口。消息面上，摩根士丹利近日表示预计短期电池产能依然过剩，使得价格战不可避免，下调宁德时代评级至低配，下调目标价至180元。此外，长春高新午后闪崩跌停，股价创逾一年新低。对此，长春高新回应表示，目前公司生产经营一切正常；关于集采暂时没有更新消息，从以往情况来看，集采对公司业绩影响“中性偏好”，基本能实现以价换量的目标，对公司业绩影响不大。美股美股三大股指期货全线下跌，截至发稿，道指期货跌0.17%，纳斯达克100指数期货跌0.25%，标普500指数期货跌0.13%。欧股欧洲主要指数多数走低，德国DAX30跌0.35%，英国富时100跌0.07%，法国CAC40跌0.37%。原油原油期货震荡下跌，WTI原油报71.17美元/桶，跌0.79%；布油现报75.64美元/桶，跌0.85%；黄金黄金期货震荡下跌，现跌0.48%，报1971.9美元/盎司。","news_type":1},"isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184751668584456,"gmtCreate":1686144661646,"gmtModify":1686146680567,"author":{"id":"4096013063740910","authorId":"4096013063740910","name":"Seong835451","avatar":"https://static.tigerbbs.com/584e4b48a3f4cec576eb12089410900a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096013063740910","authorIdStr":"4096013063740910"},"themes":[],"htmlText":"goodbye ","listText":"goodbye ","text":"goodbye","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184751668584456","repostId":"2341256938","repostType":2,"repost":{"id":"2341256938","kind":"news","pubTimestamp":1686122291,"share":"https://ttm.financial/m/news/2341256938?lang=&edition=fundamental","pubTime":"2023-06-07 15:18","market":"us","language":"zh","title":"苹果下一个挑战：Vision Pro需要的是应用程序而非销量","url":"https://stock-news.laohu8.com/highlight/detail?id=2341256938","media":"智通财经","summary":"当地时间周一，苹果向公众展示了售价3500美元的“空间计算”虚拟现实设备Apple Vision Pro。该设备将于明年初在apple.com 和美国的Apple 零售店开卖，并将于明年稍晚在更多国家","content":"<html><head></head><body><p>当地时间周一，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>向公众展示了售价3500美元的“空间计算”虚拟现实设备Apple Vision Pro。该设备将于明年初在apple.com 和美国的Apple 零售店开卖，并将于明年稍晚在更多国家和市场上市。尽管当前该硬件尚未普及，但苹果需要说服开发者为其开发应用程序，这对该设备的成功至关重要。</p><p>据了解，虽然iPad的应用程序可以在上述头显设备中运行，但苹果希望开发者能够超越将简单的2D窗口移植到平台上，并创造出以前在平板电脑、手机或笔记本电脑上不可能实现的全3D应用程序。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Erik Woodring在周二的一份报告中写道:“我们一直将这款第一代设备视为开发者的新工具/平台，他们现在有6个多月的时间来开发‘杀手级应用程序’，将AR/VR从小众市场推向主流。”</p><p>为了丰富该头显设备的内容生态，苹果公司表示，将在6月底前推出VisionOS SDK和更新版本的Reality Composer和Xcode，以支持MR头显的开发。这将伴随着新的人机界面指南，帮助开发者在Vision Pro上遵循空间应用的最佳实践。</p><p>此外，苹果公司还将提供Vision Pro模拟器，可以让开发者看到他们的应用程序通过头显的运行效果。开发者将能够提交申请，让他们的应用程序在Vision Pro上进行测试，测试和反馈均由苹果远程完成。</p><p>不过苹果并没有大量的头显可供开发使用，因此该公司表示，将于今年夏天在包括上海、伦敦、东京、慕尼黑、新加坡在内的全球数个地方开设“Vision Pro开发者实验室”，让开发者有机会提前体验到这款产品，并实机测试自己的应用程序。</p><p>苹果很可能在第一天就成功地在设备上安装了几个应用程序。<a href=\"https://laohu8.com/S/MSFT\">微软</a>表示，其Office套件(历来是新操作系统的必备套件)将在新平台上可用。<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>+也可以用于该头显，并带来电影和电视节目。苹果通过其应用程序审查部门对现有的iPad和iPhone应用程序提供兼容性评估，这样开发者就可以确定这些应用程序在VisionOS上的运行情况，从而轻松地移植他们的游戏或软件。</p><p>当值得一提的是，苹果对第三方应用程序的希望不仅仅是漂浮在太空中的平面窗口。在周一的发布会上，苹果重点介绍了一些第三方应用程序，这些应用程序打破了静态浮动窗口，展示了与现实世界互动的3D内容。</p><p>苹果的演示者表示：“空间体验可以有多种形式，可以包括看起来和感觉真实的3D物体。”</p><p>例如，苹果重点介绍了Complete HeartX，它展示了一个3D跳动的心脏，并且可以拆开来看看它是如何工作的。此外，JigSpace在演示客厅里放了一个巨大的F1赛车模型，而Sky Guide则把用户的整个天花板变成了一个天文馆。</p><p>升级版Facetime暗示了苹果对开发者的期望</p><p>在苹果以开发者为中心的演示结束时，它预览了一个在主发布视频中没有出现的FaceTime版本，暗示了苹果希望从开发者那里看到什么。</p><p>苹果visionOS应用程序高级主管Jeff Norris表示：“我们希望在Vision Pro上将FaceTime提升到一个新的水平，让用户能够像在一个房间里一样互动。这种体验仍处于早期阶段，我们很高兴第一次在这里与大家分享。”</p><p>在周一的主要展示中，苹果展示了其新“人物角色”，即用人工智能制作的人物数字复制品，这样他们即使戴着耳机也能出现在视频通话中。</p><p>在苹果周一预先录制的演示中，它展示了FaceTime的一个版本，在这个版本中，正在进行视频会议的人会被显示在浮动的方块中，其中包括使用Reality Pro耳机虚拟重现的人物角色。</p><p>苹果打造逼真的虚拟形象的方法与Meta(META.US)形成了鲜明对比，后者在虚拟现实中的人物形象明显是卡通化的，而且没有腿，此外，微软(MSFT.US)的替身也很卡通。</p><p>但在开发者主题演讲中展示的FaceTime“下一阶段”版本中，3D化身不再局限在一个盒子里。相反，角色的头部漂浮在空间中。</p></body></html>","source":"stock_zhitongcaijing","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>苹果下一个挑战：Vision Pro需要的是应用程序而非销量</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n苹果下一个挑战：Vision Pro需要的是应用程序而非销量\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-07 15:18 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/941925.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当地时间周一，苹果向公众展示了售价3500美元的“空间计算”虚拟现实设备Apple Vision Pro。该设备将于明年初在apple.com 和美国的Apple 零售店开卖，并将于明年稍晚在更多国家和市场上市。尽管当前该硬件尚未普及，但苹果需要说服开发者为其开发应用程序，这对该设备的成功至关重要。据了解，虽然iPad的应用程序可以在上述头显设备中运行，但苹果希望开发者能够超越将简单的2D窗口移植...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/941925.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/55c9b1ac956337d69a527f1073828884","relate_stocks":{"AAPL":"苹果"},"source_url":"http://www.zhitongcaijing.com/content/detail/941925.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2341256938","content_text":"当地时间周一，苹果向公众展示了售价3500美元的“空间计算”虚拟现实设备Apple Vision Pro。该设备将于明年初在apple.com 和美国的Apple 零售店开卖，并将于明年稍晚在更多国家和市场上市。尽管当前该硬件尚未普及，但苹果需要说服开发者为其开发应用程序，这对该设备的成功至关重要。据了解，虽然iPad的应用程序可以在上述头显设备中运行，但苹果希望开发者能够超越将简单的2D窗口移植到平台上，并创造出以前在平板电脑、手机或笔记本电脑上不可能实现的全3D应用程序。摩根士丹利分析师Erik Woodring在周二的一份报告中写道:“我们一直将这款第一代设备视为开发者的新工具/平台，他们现在有6个多月的时间来开发‘杀手级应用程序’，将AR/VR从小众市场推向主流。”为了丰富该头显设备的内容生态，苹果公司表示，将在6月底前推出VisionOS SDK和更新版本的Reality Composer和Xcode，以支持MR头显的开发。这将伴随着新的人机界面指南，帮助开发者在Vision Pro上遵循空间应用的最佳实践。此外，苹果公司还将提供Vision Pro模拟器，可以让开发者看到他们的应用程序通过头显的运行效果。开发者将能够提交申请，让他们的应用程序在Vision Pro上进行测试，测试和反馈均由苹果远程完成。不过苹果并没有大量的头显可供开发使用，因此该公司表示，将于今年夏天在包括上海、伦敦、东京、慕尼黑、新加坡在内的全球数个地方开设“Vision Pro开发者实验室”，让开发者有机会提前体验到这款产品，并实机测试自己的应用程序。苹果很可能在第一天就成功地在设备上安装了几个应用程序。微软表示，其Office套件(历来是新操作系统的必备套件)将在新平台上可用。迪士尼+也可以用于该头显，并带来电影和电视节目。苹果通过其应用程序审查部门对现有的iPad和iPhone应用程序提供兼容性评估，这样开发者就可以确定这些应用程序在VisionOS上的运行情况，从而轻松地移植他们的游戏或软件。当值得一提的是，苹果对第三方应用程序的希望不仅仅是漂浮在太空中的平面窗口。在周一的发布会上，苹果重点介绍了一些第三方应用程序，这些应用程序打破了静态浮动窗口，展示了与现实世界互动的3D内容。苹果的演示者表示：“空间体验可以有多种形式，可以包括看起来和感觉真实的3D物体。”例如，苹果重点介绍了Complete HeartX，它展示了一个3D跳动的心脏，并且可以拆开来看看它是如何工作的。此外，JigSpace在演示客厅里放了一个巨大的F1赛车模型，而Sky Guide则把用户的整个天花板变成了一个天文馆。升级版Facetime暗示了苹果对开发者的期望在苹果以开发者为中心的演示结束时，它预览了一个在主发布视频中没有出现的FaceTime版本，暗示了苹果希望从开发者那里看到什么。苹果visionOS应用程序高级主管Jeff Norris表示：“我们希望在Vision Pro上将FaceTime提升到一个新的水平，让用户能够像在一个房间里一样互动。这种体验仍处于早期阶段，我们很高兴第一次在这里与大家分享。”在周一的主要展示中，苹果展示了其新“人物角色”，即用人工智能制作的人物数字复制品，这样他们即使戴着耳机也能出现在视频通话中。在苹果周一预先录制的演示中，它展示了FaceTime的一个版本，在这个版本中，正在进行视频会议的人会被显示在浮动的方块中，其中包括使用Reality Pro耳机虚拟重现的人物角色。苹果打造逼真的虚拟形象的方法与Meta(META.US)形成了鲜明对比，后者在虚拟现实中的人物形象明显是卡通化的，而且没有腿，此外，微软(MSFT.US)的替身也很卡通。但在开发者主题演讲中展示的FaceTime“下一阶段”版本中，3D化身不再局限在一个盒子里。相反，角色的头部漂浮在空间中。","news_type":1},"isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955061251,"gmtCreate":1675080820773,"gmtModify":1676538974730,"author":{"id":"4096013063740910","authorId":"4096013063740910","name":"Seong835451","avatar":"https://static.tigerbbs.com/584e4b48a3f4cec576eb12089410900a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096013063740910","authorIdStr":"4096013063740910"},"themes":[],"htmlText":"Goodbye ","listText":"Goodbye ","text":"Goodbye","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955061251","repostId":"2307274482","repostType":4,"repost":{"id":"2307274482","kind":"highlight","pubTimestamp":1675070664,"share":"https://ttm.financial/m/news/2307274482?lang=&edition=fundamental","pubTime":"2023-01-30 17:24","market":"us","language":"zh","title":"财报前瞻 | 股价接近历史高点，市场对麦当劳业绩或会很挑剔","url":"https://stock-news.laohu8.com/highlight/detail?id=2307274482","media":"智通财经网","summary":"麦当劳将于1月31日(周二)盘前公布2022年第四季度财报。华尔街预计，麦当劳Q4营收为57.1亿美元，上年同期为60.1亿美元;预计每股收益为2.45美元，上年同期为2.23美元。美元走强是麦当劳在","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/MCD\">麦当劳</a>将于1月31日(周二)盘前公布2022年第四季度财报。华尔街预计，麦当劳Q4营收为57.1亿美元，上年同期为60.1亿美元;预计每股收益为2.45美元，上年同期为2.23美元。</p><p>美元走强是麦当劳在2022年业绩表现不佳的主要原因，预计这也将影响该公司第四季度的业绩。此外，不断上涨的成本可能也将继续侵蚀该公司的营业利润率。随着麦当劳股价正接近其历史高点，华尔街可能会对该公司的这份财报变得更加挑剔。</p><p>不过，分析师们基本持乐观态度。一些分析师表示，麦当劳的规模使其得以成为快餐行业中的防御型配置。该行业正试图向工人支付更高的工资、应对更高的原材料成本，从而导致食品价格的上涨，这引发了人们对需求的担忧。但美国银行的数据显示，自疫情以来，麦当劳的同店销售额与其竞争对手之间的差距不断扩大，该公司正在巩固其在快餐行业中的领先地位。</p><p>分析师将麦当劳的强劲表现归因于该公司在年轻消费者中保持相关性的能力、以及该公司数千家门店、数字化和免下车取餐服务的能力。分析师指出，即使麦当劳在更广泛的范围内提高了其产品价格，但并未因此受到消费者对价格压力的愤怒的影响。分析师还表示，该公司近期推出了一项计划，将加快餐厅开业速度、改进经典菜单项目以及扩大其线上点餐能力。</p><p>分析师将重点关注麦当劳的美国同店销售表现，欧洲和中国的同店销售表现也值得关注。瑞银分析师表示：“在日益艰难的宏观环境下，考虑到其防御属性，麦当劳的股票处于有利地位。”分析师还表示，相信“欧洲的客户需求在很大程度上保持了弹性”。</p></body></html>","source":"highlight_zhitongcaijin","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>财报前瞻 | 股价接近历史高点，市场对麦当劳业绩或会很挑剔</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; 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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财报前瞻 | 股价接近历史高点，市场对麦当劳业绩或会很挑剔\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-30 17:24 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/867741.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>麦当劳将于1月31日(周二)盘前公布2022年第四季度财报。华尔街预计，麦当劳Q4营收为57.1亿美元，上年同期为60.1亿美元;预计每股收益为2.45美元，上年同期为2.23美元。美元走强是麦当劳在2022年业绩表现不佳的主要原因，预计这也将影响该公司第四季度的业绩。此外，不断上涨的成本可能也将继续侵蚀该公司的营业利润率。随着麦当劳股价正接近其历史高点，华尔街可能会对该公司的这份财报变得更加挑剔...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/867741.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/4223758abc4ccc7ec12ff23c269a39ca","relate_stocks":{"MCD":"麦当劳"},"source_url":"http://www.zhitongcaijing.com/content/detail/867741.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2307274482","content_text":"麦当劳将于1月31日(周二)盘前公布2022年第四季度财报。华尔街预计，麦当劳Q4营收为57.1亿美元，上年同期为60.1亿美元;预计每股收益为2.45美元，上年同期为2.23美元。美元走强是麦当劳在2022年业绩表现不佳的主要原因，预计这也将影响该公司第四季度的业绩。此外，不断上涨的成本可能也将继续侵蚀该公司的营业利润率。随着麦当劳股价正接近其历史高点，华尔街可能会对该公司的这份财报变得更加挑剔。不过，分析师们基本持乐观态度。一些分析师表示，麦当劳的规模使其得以成为快餐行业中的防御型配置。该行业正试图向工人支付更高的工资、应对更高的原材料成本，从而导致食品价格的上涨，这引发了人们对需求的担忧。但美国银行的数据显示，自疫情以来，麦当劳的同店销售额与其竞争对手之间的差距不断扩大，该公司正在巩固其在快餐行业中的领先地位。分析师将麦当劳的强劲表现归因于该公司在年轻消费者中保持相关性的能力、以及该公司数千家门店、数字化和免下车取餐服务的能力。分析师指出，即使麦当劳在更广泛的范围内提高了其产品价格，但并未因此受到消费者对价格压力的愤怒的影响。分析师还表示，该公司近期推出了一项计划，将加快餐厅开业速度、改进经典菜单项目以及扩大其线上点餐能力。分析师将重点关注麦当劳的美国同店销售表现，欧洲和中国的同店销售表现也值得关注。瑞银分析师表示：“在日益艰难的宏观环境下，考虑到其防御属性，麦当劳的股票处于有利地位。”分析师还表示，相信“欧洲的客户需求在很大程度上保持了弹性”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959208720,"gmtCreate":1672983836860,"gmtModify":1676538766491,"author":{"id":"4096013063740910","authorId":"4096013063740910","name":"Seong835451","avatar":"https://static.tigerbbs.com/584e4b48a3f4cec576eb12089410900a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096013063740910","authorIdStr":"4096013063740910"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959208720","repostId":"2301137012","repostType":4,"repost":{"id":"2301137012","kind":"news","pubTimestamp":1672977128,"share":"https://ttm.financial/m/news/2301137012?lang=&edition=fundamental","pubTime":"2023-01-06 11:52","market":"us","language":"zh","title":"回归地球的特斯拉还有市梦率光环吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2301137012","media":"新浪科技","summary":"经历了黑暗的2022年之后，特斯拉股价在新年伊始就挨了一记闷棒。市值缩水一个推特2023年第一个交易日，特斯拉收盘大跌12%，市值一天缩水了470亿美元，比马斯克收购推特的440亿美元还多。现在特斯拉","content":"<html><head></head><body><p>经历了黑暗的2022年之后，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价在新年伊始就挨了一记闷棒。</p><p><b>市值缩水一个推特</b></p><p>2023年第一个交易日，特斯拉收盘大跌12%，市值一天缩水了470亿美元，比马斯克收购推特的440亿美元还多。现在特斯拉的市盈率只有20倍，这是该股上市之后的最低点。</p><p>尽管马斯克在推特上依然保持着乐观，“长期基本面因素非常强劲，但短期市场疯狂是不可预测的。”但现实无疑是残酷的。前两年股价一飞冲天的电动车龙头股特斯拉，显然已经逐渐回到地面。</p><p>过去一年特斯拉股价暴跌了七成，现在市值只有4000亿美元（截至美国时间周三收盘），距离巅峰时期的1.2万亿美元已经不可同日而语。与此同时，纳斯达克综合指数在2022年下跌了33%，而标普500指数只下跌了18%。</p><p><img src=\"https://static.tigerbbs.com/bb8d4589e812e7028eeee12dd9cc6645\" tg-width=\"550\" tg-height=\"728\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h2>特斯拉季度交付数据未及预期</h2><p>这次的利空因素是特斯拉周一公布的交付数据。特斯拉去年第四季度交付量为40.5万辆，低于分析师预期的42万辆。特斯拉去年全年总交付量为130万辆，同比增长40%，既没有完成此前设定的增幅50%目标，也低于分析师已经下调后的预期。去年10月底，特斯拉已经暗示可能无法完成年度交付量同比增长50%的目标，分析师也纷纷下调了特斯拉的交付量预期。</p><p>Wedbush分析师艾维斯（Daniel Ives）认为，考虑到经济环境并不乐观，特斯拉第四季度交付量已经是说得过去了，“我们认为这已经是相当不错的业绩了。”但市场显然并不这么认为。艾维斯写道，“投资者因为交付量数据不及预期而大举抛售，特斯拉2023年开门就不吉利。”</p><p><b>交付低于市场预期</b></p><p>特斯拉第四季度总产量为44万辆，比交付量高出了3.4万辆。这表明去年交付量未及预期，并不是过去几年的产能孱弱问题。而且，特斯拉也和其他车企一样，出现了明显的库存问题。</p><p><img src=\"https://static.tigerbbs.com/2b6db7b86b25808871c9455e8fd2a471\" tg-width=\"550\" tg-height=\"356\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h2>特斯拉也面临着库存问题</h2><p>从去年第二季度开始，特斯拉的库存开始显著增长，到去年年底已经超过6万辆，这是此前从未有过的情况。而过去高速增长时期，没有中间销售商的特斯拉始终处在供不应求的状况，库存保持在不到两万辆甚至几千辆的极低水平。</p><p>特斯拉在去年年底前所未有地对美国市场提供7500美元的折扣进行促销，在加拿大和墨西哥分别降价5000加元和7.5万墨西哥比索。在中国市场，特斯拉也已经降价促销。</p><p>为了冲交付量，马斯克还发邮件要求员工自愿放弃休假，努力在最后时刻完成交付量。但即便如此，特斯拉依然没有完成此前设定的交付量增长50%的目标。</p><p>虽然特斯拉在2022年交付量增长40%已经远远高于汽车行业的标准，但不可否认的是，特斯拉增长速度已经明显放缓，而且低于分析师预期水平，特斯拉还能保持怎样的竞争优势和增长势头，这才是让投资者感到担忧的。</p><p><b>资产缩水2000亿美元</b></p><p>从2019年到2021年，特斯拉的股价就像是坐上了火箭一般飙升，市值从450亿美元一路飙升到最高时的1.2万亿美元，随着一波又一波的激励期权兑现，马斯克的个人资产也从2019年时的200亿美元急剧膨胀到2021年底时的3400万亿美元，创下了全球超级富豪个人资产记录。</p><p>但随着特斯拉股价过去一年暴跌七成，马斯克的个人资产也距离2021年底的巅峰时期缩水超过了2000亿美元，同样创下了超级富豪的资产缩水记录。全球首富的位置，现在已经不是马斯克，而属于奢侈品巨头LVMH董事长兼CEO阿尔诺（Bernard Arnault）。</p><p>阿诺德的个人资产接近1700亿美元，而马斯克只有1300亿美元。过去一年，虽然全球股市都在大幅下调，科技巨头股价严重缩水，奢侈品巨头LVMH的股价却只下跌了2.5%。目前市值高达3890亿美元，高于特斯拉。</p><p>当然，在特斯拉2022年股价大跌的背后，马斯克本人占据了重要原因。他收购推特之后专注于大举裁员和业务扭转计划，无暇顾及特斯拉日常运营，诸多争议言行卷入政治斗争，更在特斯拉股价持续下跌之际，在一年时间内持续抛售套现390亿美元，这些都让特斯拉投资者非常不满。</p><p>但这一次，投资者更担心的是特斯拉基本面，去年交付量没有达到预期，2023年特斯拉还能否延续增长势头？1月25日，特斯拉将发布2022年财报，届时投资者将能够更为清晰地了解特斯拉的运营状况，也对2023年的业绩前景有更准确的预判。</p><p><b>华尔街下调预期</b></p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>等券商分析师纷纷下调了特斯拉的目标股价，目前华尔街对特斯拉的平均目标股价为233美元，较几周之前下调了60美元左右。分析师对特斯拉的推荐买入比例为64%，略高于标准普尔500成分股平均水平58%。</p><p>就在几个月之前，华尔街分析师还预计特斯拉2023年能够实现每股收益6美元。但现在没有几个分析师相信，特斯拉能够在2023年完成每股收益5.43美元。</p><p>Wedbush分析师艾维斯认为特斯拉今年美股收益可能会在5美元左右，即便是每股收益5美元来计算，特斯拉股价的市盈率也只有21-22倍。这个市盈率在科技公司里面并不算高。艾维斯给特斯拉设定的目标股价是175美元。</p><p><img src=\"https://static.tigerbbs.com/bf41b6a6f572a4afc477dc126cc5cea8\" tg-width=\"550\" tg-height=\"369\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h2>大摩分析师下调了特斯拉收益预期</h2><p>还有更多分析师给出了更低预期。过去几年坚定看涨摩根士丹利分析师约纳斯（Adam Jonas）现在给出了最谨慎预期。他甚至预计特斯拉2023年利润会出现下滑，从去年年底的每股收益3.99美元减少到3.77美元。</p><p>无法忽视的因素是，经济放缓前景促使消费者需求放缓。马斯克上个月还指责央行上调利率影响了汽车消费需求。他也在不同场合多次强调，美国经济即将陷入衰退，而且下滑幅度可能会比2009年更为严重。在经济衰退的心理预期之下，消费者收紧支出，汽车将会是影响最大的消费支出。</p><p>在这样的预期环境下，华尔街分析师们对特斯拉2023年的交付量也保持着谨慎态度。<a href=\"https://laohu8.com/S/DB\">德意志银行</a>将特斯拉2023年交付量预期下调到184万辆，相当于同比增长40%。而高盛更是下调到180万辆。</p><p><b>面临诸多不利因素</b></p><p>独立分析师施密特（Matthias Schmidt）认为，2023年无疑会是检验真实水平的一年，各家电动车公司都必须更依靠自身实力，而特斯拉将会感受到这一点。特斯拉股东今年可能会迎来更多的失望指标。</p><p>施密特看来，特斯拉今年将面临几大不利因素：全球各大央行加息导致利率飙升，意味着汽车贷款利率大幅上涨，这会挫伤消费者购买新车的意愿；英国、德国和瑞典等国家开始削减购买电动车的补助。</p><p>在美国联邦政府今年给出的7500美元电动车购置退税补贴中，轿车类的退税定价门槛只有5.5万美元，皮卡和SUV的退税定价门槛是8万美元。超过价格的中高端车型就无法享受退税待遇。这意味着特斯拉高端的Model S和X都因为定价过高而无法享受优惠，而Model Y和Model 3也只有寥寥几款低端型号可以获得退税。这对特斯拉来说，是一个非常不利的市场竞争因素。</p><p>更为重要的是，各大车企纷纷进入电动车行业，消费者拥有更多选择，现在福特、<a href=\"https://laohu8.com/S/GM\">通用汽车</a>、大众汽车都已经推出自己的电动车型。在欧洲市场，特斯拉的市场份额已经从2019年时候的33%降到了15%左右。</p><p>华尔街尤其担心的是特斯拉在中国市场的增长前景，由于本土品牌强势崛起，中国电动车市场的竞争异常激烈，<a href=\"https://laohu8.com/S/002594\">比亚迪</a>已经超过了特斯拉的销量。</p><p>Wedbush分析师艾维斯在投资报告中写道，“中国市场占据了特斯拉全球增长的四成以上份额，这方面是一个重大担忧因素，特斯拉可能会在未来几个月进一步降价促销，以提振特斯拉在中国的市场需求。</p><p><b>马斯克才是关键因素</b></p><p>不过，马斯克和特斯拉依然有诸多坚定支持者。晨星（MorningStar）分析师哥德斯特恩（Seth Goldstein）认为，特斯拉依然能够保持增长趋势，到2030年他们的年度交付量将达到500万辆。</p><p>虽然特斯拉股价过去三个月暴跌55%，但方舟投资（Ark Innovation Fund）却一直在逢低买入。由于特斯拉股价大跌，方舟投资的投资价值也缩水了超过六成，落后于所有同类基金的表现。</p><p>就在周二特斯拉大跌12%之后，方舟投资的“木头姐”凯西·伍德（Cathie Wood）还在坚定看涨特斯拉。她表示，特斯拉股价还有巨大的上涨空间，相信未来五年股价可以从目前的100美元上方一路飙升到1500美元。</p><p>伍德表示，特斯拉在制造、技术、电池和材料方面，依然对其他行业竞争对手拥有明显的优势，相信未来几年Model 3的价格可以从目前的4.5万美元下调到2.5万美元。她认为，的确有不少人因为马斯克收购推特而抵制购买特斯拉，但只要特斯拉实现了成本优势，那么价格因素会吸引更多的购车者。</p><p>伍德看涨特斯拉的另一个因素是她相信特斯拉会在2024年推出完全无人驾驶的出租车队，在这个全新行业占据先机。“无人出租车行业利润率甚至高达80%，远远超过目前造车的25%-30%，从而将特斯拉的利润率提升到60%以上。”</p><p>不过，特斯拉2023年最可能的利好因素，或许还是马斯克的回归。</p><p>Wedbush分析师艾维斯在研报写道，现在马斯克和特斯拉必须做到三点。“第一，制定能够完成的2023年业绩目标、交付指标和稳定的利率；第二，停止抛售股票套现，并在下一次财报电话会议上作出明确承诺；第三，尽快确定推特CEO人选，以便特斯拉可以摆脱马斯克分心和不够专注的风险。虽然朱晓彤明显会在特斯拉承担更多职责，但马斯克今年必须更多亲自抓业务。”</p></body></html>","source":"sina_tech","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>回归地球的特斯拉还有市梦率光环吗？</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回归地球的特斯拉还有市梦率光环吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-06 11:52 北京时间 <a href=https://tech.sina.cn/it/2023-01-06/detail-imxzfchi5708176.d.html?vt=4><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>经历了黑暗的2022年之后，特斯拉股价在新年伊始就挨了一记闷棒。市值缩水一个推特2023年第一个交易日，特斯拉收盘大跌12%，市值一天缩水了470亿美元，比马斯克收购推特的440亿美元还多。现在特斯拉的市盈率只有20倍，这是该股上市之后的最低点。尽管马斯克在推特上依然保持着乐观，“长期基本面因素非常强劲，但短期市场疯狂是不可预测的。”但现实无疑是残酷的。前两年股价一飞冲天的电动车龙头股特斯拉，显然...</p>\n\n<a href=\"https://tech.sina.cn/it/2023-01-06/detail-imxzfchi5708176.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f1c1d499fc7b8ddffb3cbacb4ccd3ef7","relate_stocks":{"LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4551":"寇图资本持仓","BK4574":"无人驾驶","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4581":"高盛持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4099":"汽车制造商","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4511":"特斯拉概念","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","BK4548":"巴美列捷福持仓","LU1861558580.USD":"日兴方舟颠覆性创新基金B","TSLA":"特斯拉","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4550":"红杉资本持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU2063271972.USD":"富兰克林创新领域基金","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4527":"明星科技股","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc"},"source_url":"https://tech.sina.cn/it/2023-01-06/detail-imxzfchi5708176.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301137012","content_text":"经历了黑暗的2022年之后，特斯拉股价在新年伊始就挨了一记闷棒。市值缩水一个推特2023年第一个交易日，特斯拉收盘大跌12%，市值一天缩水了470亿美元，比马斯克收购推特的440亿美元还多。现在特斯拉的市盈率只有20倍，这是该股上市之后的最低点。尽管马斯克在推特上依然保持着乐观，“长期基本面因素非常强劲，但短期市场疯狂是不可预测的。”但现实无疑是残酷的。前两年股价一飞冲天的电动车龙头股特斯拉，显然已经逐渐回到地面。过去一年特斯拉股价暴跌了七成，现在市值只有4000亿美元（截至美国时间周三收盘），距离巅峰时期的1.2万亿美元已经不可同日而语。与此同时，纳斯达克综合指数在2022年下跌了33%，而标普500指数只下跌了18%。特斯拉季度交付数据未及预期这次的利空因素是特斯拉周一公布的交付数据。特斯拉去年第四季度交付量为40.5万辆，低于分析师预期的42万辆。特斯拉去年全年总交付量为130万辆，同比增长40%，既没有完成此前设定的增幅50%目标，也低于分析师已经下调后的预期。去年10月底，特斯拉已经暗示可能无法完成年度交付量同比增长50%的目标，分析师也纷纷下调了特斯拉的交付量预期。Wedbush分析师艾维斯（Daniel Ives）认为，考虑到经济环境并不乐观，特斯拉第四季度交付量已经是说得过去了，“我们认为这已经是相当不错的业绩了。”但市场显然并不这么认为。艾维斯写道，“投资者因为交付量数据不及预期而大举抛售，特斯拉2023年开门就不吉利。”交付低于市场预期特斯拉第四季度总产量为44万辆，比交付量高出了3.4万辆。这表明去年交付量未及预期，并不是过去几年的产能孱弱问题。而且，特斯拉也和其他车企一样，出现了明显的库存问题。特斯拉也面临着库存问题从去年第二季度开始，特斯拉的库存开始显著增长，到去年年底已经超过6万辆，这是此前从未有过的情况。而过去高速增长时期，没有中间销售商的特斯拉始终处在供不应求的状况，库存保持在不到两万辆甚至几千辆的极低水平。特斯拉在去年年底前所未有地对美国市场提供7500美元的折扣进行促销，在加拿大和墨西哥分别降价5000加元和7.5万墨西哥比索。在中国市场，特斯拉也已经降价促销。为了冲交付量，马斯克还发邮件要求员工自愿放弃休假，努力在最后时刻完成交付量。但即便如此，特斯拉依然没有完成此前设定的交付量增长50%的目标。虽然特斯拉在2022年交付量增长40%已经远远高于汽车行业的标准，但不可否认的是，特斯拉增长速度已经明显放缓，而且低于分析师预期水平，特斯拉还能保持怎样的竞争优势和增长势头，这才是让投资者感到担忧的。资产缩水2000亿美元从2019年到2021年，特斯拉的股价就像是坐上了火箭一般飙升，市值从450亿美元一路飙升到最高时的1.2万亿美元，随着一波又一波的激励期权兑现，马斯克的个人资产也从2019年时的200亿美元急剧膨胀到2021年底时的3400万亿美元，创下了全球超级富豪个人资产记录。但随着特斯拉股价过去一年暴跌七成，马斯克的个人资产也距离2021年底的巅峰时期缩水超过了2000亿美元，同样创下了超级富豪的资产缩水记录。全球首富的位置，现在已经不是马斯克，而属于奢侈品巨头LVMH董事长兼CEO阿尔诺（Bernard Arnault）。阿诺德的个人资产接近1700亿美元，而马斯克只有1300亿美元。过去一年，虽然全球股市都在大幅下调，科技巨头股价严重缩水，奢侈品巨头LVMH的股价却只下跌了2.5%。目前市值高达3890亿美元，高于特斯拉。当然，在特斯拉2022年股价大跌的背后，马斯克本人占据了重要原因。他收购推特之后专注于大举裁员和业务扭转计划，无暇顾及特斯拉日常运营，诸多争议言行卷入政治斗争，更在特斯拉股价持续下跌之际，在一年时间内持续抛售套现390亿美元，这些都让特斯拉投资者非常不满。但这一次，投资者更担心的是特斯拉基本面，去年交付量没有达到预期，2023年特斯拉还能否延续增长势头？1月25日，特斯拉将发布2022年财报，届时投资者将能够更为清晰地了解特斯拉的运营状况，也对2023年的业绩前景有更准确的预判。华尔街下调预期高盛、摩根士丹利等券商分析师纷纷下调了特斯拉的目标股价，目前华尔街对特斯拉的平均目标股价为233美元，较几周之前下调了60美元左右。分析师对特斯拉的推荐买入比例为64%，略高于标准普尔500成分股平均水平58%。就在几个月之前，华尔街分析师还预计特斯拉2023年能够实现每股收益6美元。但现在没有几个分析师相信，特斯拉能够在2023年完成每股收益5.43美元。Wedbush分析师艾维斯认为特斯拉今年美股收益可能会在5美元左右，即便是每股收益5美元来计算，特斯拉股价的市盈率也只有21-22倍。这个市盈率在科技公司里面并不算高。艾维斯给特斯拉设定的目标股价是175美元。大摩分析师下调了特斯拉收益预期还有更多分析师给出了更低预期。过去几年坚定看涨摩根士丹利分析师约纳斯（Adam Jonas）现在给出了最谨慎预期。他甚至预计特斯拉2023年利润会出现下滑，从去年年底的每股收益3.99美元减少到3.77美元。无法忽视的因素是，经济放缓前景促使消费者需求放缓。马斯克上个月还指责央行上调利率影响了汽车消费需求。他也在不同场合多次强调，美国经济即将陷入衰退，而且下滑幅度可能会比2009年更为严重。在经济衰退的心理预期之下，消费者收紧支出，汽车将会是影响最大的消费支出。在这样的预期环境下，华尔街分析师们对特斯拉2023年的交付量也保持着谨慎态度。德意志银行将特斯拉2023年交付量预期下调到184万辆，相当于同比增长40%。而高盛更是下调到180万辆。面临诸多不利因素独立分析师施密特（Matthias Schmidt）认为，2023年无疑会是检验真实水平的一年，各家电动车公司都必须更依靠自身实力，而特斯拉将会感受到这一点。特斯拉股东今年可能会迎来更多的失望指标。施密特看来，特斯拉今年将面临几大不利因素：全球各大央行加息导致利率飙升，意味着汽车贷款利率大幅上涨，这会挫伤消费者购买新车的意愿；英国、德国和瑞典等国家开始削减购买电动车的补助。在美国联邦政府今年给出的7500美元电动车购置退税补贴中，轿车类的退税定价门槛只有5.5万美元，皮卡和SUV的退税定价门槛是8万美元。超过价格的中高端车型就无法享受退税待遇。这意味着特斯拉高端的Model S和X都因为定价过高而无法享受优惠，而Model Y和Model 3也只有寥寥几款低端型号可以获得退税。这对特斯拉来说，是一个非常不利的市场竞争因素。更为重要的是，各大车企纷纷进入电动车行业，消费者拥有更多选择，现在福特、通用汽车、大众汽车都已经推出自己的电动车型。在欧洲市场，特斯拉的市场份额已经从2019年时候的33%降到了15%左右。华尔街尤其担心的是特斯拉在中国市场的增长前景，由于本土品牌强势崛起，中国电动车市场的竞争异常激烈，比亚迪已经超过了特斯拉的销量。Wedbush分析师艾维斯在投资报告中写道，“中国市场占据了特斯拉全球增长的四成以上份额，这方面是一个重大担忧因素，特斯拉可能会在未来几个月进一步降价促销，以提振特斯拉在中国的市场需求。马斯克才是关键因素不过，马斯克和特斯拉依然有诸多坚定支持者。晨星（MorningStar）分析师哥德斯特恩（Seth Goldstein）认为，特斯拉依然能够保持增长趋势，到2030年他们的年度交付量将达到500万辆。虽然特斯拉股价过去三个月暴跌55%，但方舟投资（Ark Innovation Fund）却一直在逢低买入。由于特斯拉股价大跌，方舟投资的投资价值也缩水了超过六成，落后于所有同类基金的表现。就在周二特斯拉大跌12%之后，方舟投资的“木头姐”凯西·伍德（Cathie Wood）还在坚定看涨特斯拉。她表示，特斯拉股价还有巨大的上涨空间，相信未来五年股价可以从目前的100美元上方一路飙升到1500美元。伍德表示，特斯拉在制造、技术、电池和材料方面，依然对其他行业竞争对手拥有明显的优势，相信未来几年Model 3的价格可以从目前的4.5万美元下调到2.5万美元。她认为，的确有不少人因为马斯克收购推特而抵制购买特斯拉，但只要特斯拉实现了成本优势，那么价格因素会吸引更多的购车者。伍德看涨特斯拉的另一个因素是她相信特斯拉会在2024年推出完全无人驾驶的出租车队，在这个全新行业占据先机。“无人出租车行业利润率甚至高达80%，远远超过目前造车的25%-30%，从而将特斯拉的利润率提升到60%以上。”不过，特斯拉2023年最可能的利好因素，或许还是马斯克的回归。Wedbush分析师艾维斯在研报写道，现在马斯克和特斯拉必须做到三点。“第一，制定能够完成的2023年业绩目标、交付指标和稳定的利率；第二，停止抛售股票套现，并在下一次财报电话会议上作出明确承诺；第三，尽快确定推特CEO人选，以便特斯拉可以摆脱马斯克分心和不够专注的风险。虽然朱晓彤明显会在特斯拉承担更多职责，但马斯克今年必须更多亲自抓业务。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":184909331845296,"gmtCreate":1686183363854,"gmtModify":1686183367307,"author":{"id":"4096013063740910","authorId":"4096013063740910","name":"Seong835451","avatar":"https://static.tigerbbs.com/584e4b48a3f4cec576eb12089410900a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096013063740910","authorIdStr":"4096013063740910"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184909331845296","repostId":"184891621007408","repostType":1,"repost":{"id":184891621007408,"gmtCreate":1686147875118,"gmtModify":1686147895540,"author":{"id":"4102740637684170","authorId":"4102740637684170","name":"OptionsDelta","avatar":"https://static.tigerbbs.com/b5ab2017d32f95a165639de659b21cd1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740637684170","authorIdStr":"4102740637684170"},"themes":[],"title":"Is It Time to Start Buying China Stocks?","htmlText":"As for how much the Chinese concept stocks can rebound in the near future, in fact, the rebound space may not be too much when I finish writing the article (lol).The earliest possible rally order can be traced back to the call spread on May 31:buy <a target=\"_blank\" href=\"https://ttm.financial/OPT/KWEB%2020230721%2026.0%20CALL\">$KWEB 20230721 26.0 CALL$</a>sell <a target=\"_blank\" href=\"https://ttm.financial/OPT/KWEB%2020230721%2030.0%20CALL\">$KWEB 20230721 30.0 CALL$</a>Bullish to above 26, below 30.Some people may ask, hey, didn't you say that some people were bearish until September?I checked, and it looks like the guy closed his position, and I don't know if it's down more than expected, but I think so.However, according to the latest order, the recent increase may exceed 31buy","listText":"As for how much the Chinese concept stocks can rebound in the near future, in fact, the rebound space may not be too much when I finish writing the article (lol).The earliest possible rally order can be traced back to the call spread on May 31:buy <a target=\"_blank\" href=\"https://ttm.financial/OPT/KWEB%2020230721%2026.0%20CALL\">$KWEB 20230721 26.0 CALL$</a>sell <a target=\"_blank\" href=\"https://ttm.financial/OPT/KWEB%2020230721%2030.0%20CALL\">$KWEB 20230721 30.0 CALL$</a>Bullish to above 26, below 30.Some people may ask, hey, didn't you say that some people were bearish until September?I checked, and it looks like the guy closed his position, and I don't know if it's down more than expected, but I think so.However, according to the latest order, the recent increase may exceed 31buy","text":"As for how much the Chinese concept stocks can rebound in the near future, in fact, the rebound space may not be too much when I finish writing the article (lol).The earliest possible rally order can be traced back to the call spread on May 31:buy $KWEB 20230721 26.0 CALL$sell $KWEB 20230721 30.0 CALL$Bullish to above 26, below 30.Some people may ask, hey, didn't you say that some people were bearish until September?I checked, and it looks like the guy closed his position, and I don't know if it's down more than expected, but I think so.However, according to the latest order, the recent increase may exceed 31buy","images":[{"img":"https://static.tigerbbs.com/dd8bf4a217514d2f026946810a8eed87","width":"1170","height":"960"},{"img":"https://static.tigerbbs.com/a9905a169c6f3334ccbe83d49fd343c5","width":"1051","height":"1622"},{"img":"https://static.tigerbbs.com/432268569f9350dc99993ffe6d468675","width":"1054","height":"426"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184891621007408","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184751349747824,"gmtCreate":1686144776913,"gmtModify":1686146680803,"author":{"id":"4096013063740910","authorId":"4096013063740910","name":"Seong835451","avatar":"https://static.tigerbbs.com/584e4b48a3f4cec576eb12089410900a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096013063740910","authorIdStr":"4096013063740910"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184751349747824","repostId":"1155688034","repostType":2,"isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184751668584456,"gmtCreate":1686144661646,"gmtModify":1686146680567,"author":{"id":"4096013063740910","authorId":"4096013063740910","name":"Seong835451","avatar":"https://static.tigerbbs.com/584e4b48a3f4cec576eb12089410900a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096013063740910","authorIdStr":"4096013063740910"},"themes":[],"htmlText":"goodbye ","listText":"goodbye ","text":"goodbye","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184751668584456","repostId":"2341256938","repostType":2,"isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955061251,"gmtCreate":1675080820773,"gmtModify":1676538974730,"author":{"id":"4096013063740910","authorId":"4096013063740910","name":"Seong835451","avatar":"https://static.tigerbbs.com/584e4b48a3f4cec576eb12089410900a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096013063740910","authorIdStr":"4096013063740910"},"themes":[],"htmlText":"Goodbye ","listText":"Goodbye ","text":"Goodbye","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955061251","repostId":"2307274482","repostType":4,"isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959208720,"gmtCreate":1672983836860,"gmtModify":1676538766491,"author":{"id":"4096013063740910","authorId":"4096013063740910","name":"Seong835451","avatar":"https://static.tigerbbs.com/584e4b48a3f4cec576eb12089410900a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096013063740910","authorIdStr":"4096013063740910"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959208720","repostId":"2301137012","repostType":4,"isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
