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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
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Seong835451
2023-06-07
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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
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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
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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":974,"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":1050,"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=full_marsco","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 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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":984,"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=full_marsco","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":{},"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":1368,"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":1388,"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":974,"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":1050,"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=full_marsco","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 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n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":984,"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=full_marsco","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\" 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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":{},"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":1368,"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":1388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}