tony 家 personal page - To The Moon

tony 家

tony 家

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2023-11-03

w

Sorry, the original content has been removed

2023-11-02

gj

@虎港通:🚤巴菲特又跑了！比亞迪單季盈利超百億！你還睇好股神減持後嘅新能源汽車一哥咩？

2023-11-02

ru

@价值投资为王:新能源汽車10月銷量點評：這家車企要涼？

2023-11-02

gg

@Fenger1188:巴以衝突，黃金成功站上了2000美金！　

2023-11-01

Q

@美股解毒师:雙Sell可能是本財報季半導體公司最佳策略

2023-10-29

w

@王小渣:$亞馬遜(AMZN)$ 財報賭對了微軟，飄了，幹了亞馬遜末日126call，財報公佈後，由漲轉跌，已做好歸零的打算，上午一看漲回5%，又燃起生的希望，但願不是雙殺！

2023-10-27

q

@ETF唔係ET虎:【👀趣味漫畫】香港下調印花稅，對我哋有啥影響？盤點港股歷史上嘅印花稅調整！

2023-10-26

W

@MaverickWealthBuilder:Is Google Cloud's Miss A Dip To Buy?

2023-10-26

W

@MaverickWealthBuilder:Is Google Cloud's Miss A Dip To Buy?

2023-03-09

q

@松果财经:海力威衝刺上交所：2022年營收4億，計劃募資5億

2023-03-01

(Feb. 27) as investors engaged in some bargain hunting after last week's losses, the biggest percentage declines of 2023 for Wall Street's main benchmarks, as jitters persisted about coming interest rate hikes to tame stubbornly high inflation.

2022-05-05

3

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理想10月交付40422輛，首次突破4萬大關，是造車新勢力中第一家完成此壯舉的公司，旗下的多款車型佔據同類型銷量榜首，理想的產品力在新能源汽車中依然是扛把子的存在： 小鵬10月交付20002輛，首次突破2萬關口，同比增長292%，其中G6單月交付8741輛，成爲20-25萬價格帶最暢銷的純電動SUV。 小鵬應該是蔚小理中最早出現銷量危機的，直至G6一炮而紅才渡過銷售危機，如今來看，能夠起死回生着實不易，現在把壓力給到蔚來了，能否複製小鵬的奇蹟且看管理層的能力了： 比亞迪10月交付301833輛，首次突破30萬輛大關，同比增長38.6%，其中海外銷量30521輛，亦創歷史新高： 由於銷量基數較高，比亞迪在國內的增速開始趨緩，未來的增長極將來自海外市場，若能複製國內銷量奇蹟，比亞迪市值或將再上一個臺階。 零跑10月交付18202輛，同比增長159%，創歷史記錄： 零跑近期大事不少，近期剛獲得Stellantis集團巨資入股，隨後大股東宣佈未來10年不會減持股份，受到投資者一致好評。 賽力斯10月交付17600輛，其中賽力斯品牌交付14506輛，創歷史新高，主要是華爲聯合賽力斯新推出的車型爆紅。 賽力斯與小鵬一樣，剛出道時由於華爲光環銷量大增，但很快遇到問題，不同於小鵬堅持純電動路線，賽力斯迅速推出增程車型，銷量迎來爆發： 極氪10月交付13077輛，同比增長29%，但最近幾個月增長勢頭放緩： 哪吒10月交付12085輛，同比下滑32.9%，是新能源車企中最拉胯的一家，估計要涼涼了： 10月最令人大跌眼鏡的要數廣汽埃安了，在9月銷量突破5萬大關後","listText":"剛剛，主流新能源車企紛紛公佈了10月交付數據，亮點不少，從整體來看，多家公司月交付量創歷史新高，但有個別車企似乎攤上事了。 先來看蔚來，10月交付16074輛，雖然同比增長59.8%，但環比只有2.8%，且依然沒能突破7-8月時的高點： 理想10月交付40422輛，首次突破4萬大關，是造車新勢力中第一家完成此壯舉的公司，旗下的多款車型佔據同類型銷量榜首，理想的產品力在新能源汽車中依然是扛把子的存在： 小鵬10月交付20002輛，首次突破2萬關口，同比增長292%，其中G6單月交付8741輛，成爲20-25萬價格帶最暢銷的純電動SUV。 小鵬應該是蔚小理中最早出現銷量危機的，直至G6一炮而紅才渡過銷售危機，如今來看，能夠起死回生着實不易，現在把壓力給到蔚來了，能否複製小鵬的奇蹟且看管理層的能力了： 比亞迪10月交付301833輛，首次突破30萬輛大關，同比增長38.6%，其中海外銷量30521輛，亦創歷史新高： 由於銷量基數較高，比亞迪在國內的增速開始趨緩，未來的增長極將來自海外市場，若能複製國內銷量奇蹟，比亞迪市值或將再上一個臺階。 零跑10月交付18202輛，同比增長159%，創歷史記錄： 零跑近期大事不少，近期剛獲得Stellantis集團巨資入股，隨後大股東宣佈未來10年不會減持股份，受到投資者一致好評。 賽力斯10月交付17600輛，其中賽力斯品牌交付14506輛，創歷史新高，主要是華爲聯合賽力斯新推出的車型爆紅。 賽力斯與小鵬一樣，剛出道時由於華爲光環銷量大增，但很快遇到問題，不同於小鵬堅持純電動路線，賽力斯迅速推出增程車型，銷量迎來爆發： 極氪10月交付13077輛，同比增長29%，但最近幾個月增長勢頭放緩： 哪吒10月交付12085輛，同比下滑32.9%，是新能源車企中最拉胯的一家，估計要涼涼了： 10月最令人大跌眼鏡的要數廣汽埃安了，在9月銷量突破5萬大關後","text":"剛剛，主流新能源車企紛紛公佈了10月交付數據，亮點不少，從整體來看，多家公司月交付量創歷史新高，但有個別車企似乎攤上事了。 先來看蔚來，10月交付16074輛，雖然同比增長59.8%，但環比只有2.8%，且依然沒能突破7-8月時的高點： 理想10月交付40422輛，首次突破4萬大關，是造車新勢力中第一家完成此壯舉的公司，旗下的多款車型佔據同類型銷量榜首，理想的產品力在新能源汽車中依然是扛把子的存在： 小鵬10月交付20002輛，首次突破2萬關口，同比增長292%，其中G6單月交付8741輛，成爲20-25萬價格帶最暢銷的純電動SUV。 小鵬應該是蔚小理中最早出現銷量危機的，直至G6一炮而紅才渡過銷售危機，如今來看，能夠起死回生着實不易，現在把壓力給到蔚來了，能否複製小鵬的奇蹟且看管理層的能力了： 比亞迪10月交付301833輛，首次突破30萬輛大關，同比增長38.6%，其中海外銷量30521輛，亦創歷史新高： 由於銷量基數較高，比亞迪在國內的增速開始趨緩，未來的增長極將來自海外市場，若能複製國內銷量奇蹟，比亞迪市值或將再上一個臺階。 零跑10月交付18202輛，同比增長159%，創歷史記錄： 零跑近期大事不少，近期剛獲得Stellantis集團巨資入股，隨後大股東宣佈未來10年不會減持股份，受到投資者一致好評。 賽力斯10月交付17600輛，其中賽力斯品牌交付14506輛，創歷史新高，主要是華爲聯合賽力斯新推出的車型爆紅。 賽力斯與小鵬一樣，剛出道時由於華爲光環銷量大增，但很快遇到問題，不同於小鵬堅持純電動路線，賽力斯迅速推出增程車型，銷量迎來爆發： 極氪10月交付13077輛，同比增長29%，但最近幾個月增長勢頭放緩： 哪吒10月交付12085輛，同比下滑32.9%，是新能源車企中最拉胯的一家，估計要涼涼了： 10月最令人大跌眼鏡的要數廣汽埃安了，在9月銷量突破5萬大關後","images":[{"img":"https://static.tigerbbs.com/4b21b25dfa81bce53e163374cb307518","width":"1437","height":"628"},{"img":"https://static.tigerbbs.com/da84a6b34ecf0fdf21226a69b70807db","width":"1294","height":"637"},{"img":"https://static.tigerbbs.com/46684eaf4e5c18beac802646971ad6ff","width":"1318","height":"573"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236788416622600","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":236940178411656,"gmtCreate":1698882276987,"gmtModify":1698882280646,"author":{"id":"4096288759817900","authorId":"4096288759817900","name":"tony 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11月2日凌晨2點，美聯儲將公佈利率，凌晨2：30鮑威爾關於貨幣政策的新聞發佈會。美聯儲上次升息是在7月升息0.25%。市場普遍預期這次仍將按兵不動，聯邦資金利率目標區間維持在5.25%至5.5%，但保留12月升息可能。 10月30日，週一美國10年期國債收益率上漲4.3個基點，報4.888%。目前標普500指數已有251家公司公佈業績，根據LSEG，其中78%的公司獲利優於華爾街的預期。業績行情發酵，三大指數漲超1%，標普500指數收漲49.45點，漲幅1.20%，報4166.82點。道指收漲511.37點，漲幅1.58%，報32928.96點。納指收漲146.47點，漲幅1.16%，報12789.48點。納指100漲1.1%。 大型科技股全線上漲，亞馬遜、奈飛漲超3%，微軟漲超2%，Meta、谷歌、蘋果漲超1%。特斯拉跌近5%，創5月底以來收盤新低。 熱門中概股多數上漲，小鵬汽車、京東、網易、蔚來漲超1%，理想汽車、阿里巴巴、愛奇藝、微博小幅上漲。 麥當勞2023 財年第三季度銷售額增長14％ 同比至66.92億美元，超過分析師共識估計的65.77億美元，股價收漲1.7%。 週一蘋果舉辦了特別活動，帶來了大量的新品，其中包括數款Macbook。蘋果方面還發布了全新的M3芯片。目前，M3芯片總計有三種版本，分別爲M3、M3 Pro、M3 Max 芯片，這也是全球首款採用3納米技術的PC芯片。最後，這場蘋果味的萬聖節派對還留了個彩蛋：本次發佈會是iPhone拍攝，Mac剪輯。 這種低光環境下，蘋果算是給iPhone做了個廣告。蘋果定於週四公佈9","listText":"巴以衝突影響金價，三週以來，巴以衝突成了推動金價的最強“主力”，金價從1810到2009漲了200美金。今年以來，黃金已經漲超20%。 巴以衝突疑慮逐漸消散，投資者轉頭緊盯美聯儲、日本及英國等主要央行即將在本週舉行的貨幣決策會議 。 11月2日凌晨2點，美聯儲將公佈利率，凌晨2：30鮑威爾關於貨幣政策的新聞發佈會。美聯儲上次升息是在7月升息0.25%。市場普遍預期這次仍將按兵不動，聯邦資金利率目標區間維持在5.25%至5.5%，但保留12月升息可能。 10月30日，週一美國10年期國債收益率上漲4.3個基點，報4.888%。目前標普500指數已有251家公司公佈業績，根據LSEG，其中78%的公司獲利優於華爾街的預期。業績行情發酵，三大指數漲超1%，標普500指數收漲49.45點，漲幅1.20%，報4166.82點。道指收漲511.37點，漲幅1.58%，報32928.96點。納指收漲146.47點，漲幅1.16%，報12789.48點。納指100漲1.1%。 大型科技股全線上漲，亞馬遜、奈飛漲超3%，微軟漲超2%，Meta、谷歌、蘋果漲超1%。特斯拉跌近5%，創5月底以來收盤新低。 熱門中概股多數上漲，小鵬汽車、京東、網易、蔚來漲超1%，理想汽車、阿里巴巴、愛奇藝、微博小幅上漲。 麥當勞2023 財年第三季度銷售額增長14％ 同比至66.92億美元，超過分析師共識估計的65.77億美元，股價收漲1.7%。 週一蘋果舉辦了特別活動，帶來了大量的新品，其中包括數款Macbook。蘋果方面還發布了全新的M3芯片。目前，M3芯片總計有三種版本，分別爲M3、M3 Pro、M3 Max 芯片，這也是全球首款採用3納米技術的PC芯片。最後，這場蘋果味的萬聖節派對還留了個彩蛋：本次發佈會是iPhone拍攝，Mac剪輯。 這種低光環境下，蘋果算是給iPhone做了個廣告。蘋果定於週四公佈9","text":"巴以衝突影響金價，三週以來，巴以衝突成了推動金價的最強“主力”，金價從1810到2009漲了200美金。今年以來，黃金已經漲超20%。 巴以衝突疑慮逐漸消散，投資者轉頭緊盯美聯儲、日本及英國等主要央行即將在本週舉行的貨幣決策會議 。 11月2日凌晨2點，美聯儲將公佈利率，凌晨2：30鮑威爾關於貨幣政策的新聞發佈會。美聯儲上次升息是在7月升息0.25%。市場普遍預期這次仍將按兵不動，聯邦資金利率目標區間維持在5.25%至5.5%，但保留12月升息可能。 10月30日，週一美國10年期國債收益率上漲4.3個基點，報4.888%。目前標普500指數已有251家公司公佈業績，根據LSEG，其中78%的公司獲利優於華爾街的預期。業績行情發酵，三大指數漲超1%，標普500指數收漲49.45點，漲幅1.20%，報4166.82點。道指收漲511.37點，漲幅1.58%，報32928.96點。納指收漲146.47點，漲幅1.16%，報12789.48點。納指100漲1.1%。 大型科技股全線上漲，亞馬遜、奈飛漲超3%，微軟漲超2%，Meta、谷歌、蘋果漲超1%。特斯拉跌近5%，創5月底以來收盤新低。 熱門中概股多數上漲，小鵬汽車、京東、網易、蔚來漲超1%，理想汽車、阿里巴巴、愛奇藝、微博小幅上漲。 麥當勞2023 財年第三季度銷售額增長14％ 同比至66.92億美元，超過分析師共識估計的65.77億美元，股價收漲1.7%。 週一蘋果舉辦了特別活動，帶來了大量的新品，其中包括數款Macbook。蘋果方面還發布了全新的M3芯片。目前，M3芯片總計有三種版本，分別爲M3、M3 Pro、M3 Max 芯片，這也是全球首款採用3納米技術的PC芯片。最後，這場蘋果味的萬聖節派對還留了個彩蛋：本次發佈會是iPhone拍攝，Mac剪輯。 這種低光環境下，蘋果算是給iPhone做了個廣告。蘋果定於週四公佈9","images":[{"img":"https://community-static.tradeup.com/news/48f0baa2aa592881654eb3f29afee403","width":"1800","height":"1200"},{"img":"https://community-static.tradeup.com/news/8b086b0922d6198cef017b8bc08c98bb","width":"498","height":"273"},{"img":"https://community-static.tradeup.com/news/182e1981f59960f3ce4c95512bf71529","width":"720","height":"479"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236393687109856","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":236681426747600,"gmtCreate":1698819296868,"gmtModify":1698819300832,"author":{"id":"4096288759817900","authorId":"4096288759817900","name":"tony 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的財報要在11月21日公佈，這使得其他半導體公司羣龍無首。 <a href=\"https://laohu8.com/S/AMD\">$美國超微公司(AMD)$</a> 10.31盤後財報，果不其然波動不大，甚至配不上其90%+的IV，因此期權賣方成最大贏家。做空波動率的策略，除了日曆差價（calendar）之外，還有更爲激進的雙Sell（反向跨式、反向寬跨式策略），有交易者就採用了寬跨式策略，Sell了AMD的110 Call和 82 PUT，雙雙盈利。眼下， <a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$</a> （11.1）、 <a href=\"https://laohu8.com/S/INTC\">$英特爾(INTC)$</a> （11.6）、 <a href=\"https://laohu8.com/S/NXPI\">$恩智浦(NXPI)$</a> （11.6）等都在近期公佈財報。不同半導體公司針對的行業變化可以是影響公司業績的關鍵因素，例如與汽車和工業供需關係密切的 <a href=\"https://laohu8.com/S/ON\">$安森美半導體(ON)$</a> ，就因行業性的需求下滑而大跌。但是對綜合性的芯片公司來說，要找到對整個板塊的指引，可能還是需要關注NVDA的業績以及對接下來幾個季度的指引。","listText":"過去一個月，半導體板塊回調不少 <a href=\"https://laohu8.com/S/SOX\">$費城半導體指數(SOX)$</a> ，但是作爲大哥的 <a href=\"https://laohu8.com/S/NVDA\">$英偉達(NVDA)$</a> 的財報要在11月21日公佈，這使得其他半導體公司羣龍無首。 <a href=\"https://laohu8.com/S/AMD\">$美國超微公司(AMD)$</a> 10.31盤後財報，果不其然波動不大，甚至配不上其90%+的IV，因此期權賣方成最大贏家。做空波動率的策略，除了日曆差價（calendar）之外，還有更爲激進的雙Sell（反向跨式、反向寬跨式策略），有交易者就採用了寬跨式策略，Sell了AMD的110 Call和 82 PUT，雙雙盈利。眼下， <a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$</a> （11.1）、 <a href=\"https://laohu8.com/S/INTC\">$英特爾(INTC)$</a> （11.6）、 <a href=\"https://laohu8.com/S/NXPI\">$恩智浦(NXPI)$</a> （11.6）等都在近期公佈財報。不同半導體公司針對的行業變化可以是影響公司業績的關鍵因素，例如與汽車和工業供需關係密切的 <a href=\"https://laohu8.com/S/ON\">$安森美半導體(ON)$</a> ，就因行業性的需求下滑而大跌。但是對綜合性的芯片公司來說，要找到對整個板塊的指引，可能還是需要關注NVDA的業績以及對接下來幾個季度的指引。","text":"過去一個月，半導體板塊回調不少 $費城半導體指數(SOX)$ ，但是作爲大哥的 $英偉達(NVDA)$ 的財報要在11月21日公佈，這使得其他半導體公司羣龍無首。 $美國超微公司(AMD)$ 10.31盤後財報，果不其然波動不大，甚至配不上其90%+的IV，因此期權賣方成最大贏家。做空波動率的策略，除了日曆差價（calendar）之外，還有更爲激進的雙Sell（反向跨式、反向寬跨式策略），有交易者就採用了寬跨式策略，Sell了AMD的110 Call和 82 PUT，雙雙盈利。眼下， $高通(QCOM)$ （11.1）、 $英特爾(INTC)$ （11.6）、 $恩智浦(NXPI)$ （11.6）等都在近期公佈財報。不同半導體公司針對的行業變化可以是影響公司業績的關鍵因素，例如與汽車和工業供需關係密切的 $安森美半導體(ON)$ ，就因行業性的需求下滑而大跌。但是對綜合性的芯片公司來說，要找到對整個板塊的指引，可能還是需要關注NVDA的業績以及對接下來幾個季度的指引。","images":[{"img":"https://static.tigerbbs.com/a352c207c29977e7fe5fb97f2e9928a7","width":"682","height":"708"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236652402319360","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":235528337940656,"gmtCreate":1698534730700,"gmtModify":1698534735071,"author":{"id":"4096288759817900","authorId":"4096288759817900","name":"tony 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href=\"https://laohu8.com/S/AMZN\">$亞馬遜(AMZN)$&nbsp;</a>&nbsp; &nbsp;財報賭對了微軟，飄了，幹了亞馬遜末日126call，財報公佈後，由漲轉跌，已做好歸零的打算，上午一看漲回5%，又燃起生的希望，但願不是雙殺！","text":"$亞馬遜(AMZN)$ 財報賭對了微軟，飄了，幹了亞馬遜末日126call，財報公佈後，由漲轉跌，已做好歸零的打算，上午一看漲回5%，又燃起生的希望，但願不是雙殺！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234925189619984","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":234944691232856,"gmtCreate":1698381036972,"gmtModify":1698381041750,"author":{"id":"4096288759817900","authorId":"4096288759817900","name":"tony 家","avatar":"https://static.tigerbbs.com/4788518f4a6b0b9015a2f76d3af4ac9a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096288759817900","authorIdStr":"4096288759817900"},"themes":[],"htmlText":"q","listText":"q","text":"q","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234944691232856","repostId":"234598438719536","repostType":1,"repost":{"id":234598438719536,"gmtCreate":1698301211431,"gmtModify":1698301253461,"author":{"id":"4142573913947612","authorId":"4142573913947612","name":"ETF唔係ET虎","avatar":"https://community-static.tradeup.com/news/0c47e65ebcee63532badc6556a412fff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4142573913947612","authorIdStr":"4142573913947612"},"themes":[],"title":"【👀趣味漫畫】香港下調印花稅，對我哋有啥影響？盤點港股歷史上嘅印花稅調整！","htmlText":"小虎們，不知道你們有沒有關注香港特首李家超發佈的施政報告！[Cool]報告中明確宣佈將下調香港印花稅！[666]那你們知道印花稅是什麼東西嗎？下調會對股民們有啥影響呢？[YoYo]香港的股票交易印花稅要從0.13%降至0.1%！要搞清楚啥是印花稅啊，故事還要追溯到1624年。‍‍‍‍‍當時荷蘭政府發生了經濟危機，財政出現困難，讓統治者莫里斯傷透了腦筋。‍‍‍但該收的稅都收了，直接暴力增稅又怕人民不同意。‍‍莫里斯和大臣們絞盡腦汁想不出好主意，於是乾脆採用公開招標的辦法來尋找解決方案。‍‍重賞之下必有智者。‍有個聰明人發現人們在日常生活中常常要使用契約、借貸憑證之類的單據，但即時簽訂合約，人們還是擔心有信用風險。如果讓政府在這些憑證單據上蓋個印，就等於合法憑證了，訴訟中就有了法律保障。‍‍‍‍‍但政府的印自然也不是白蓋的。‍‍於是，1624年世界上第一個印花稅就在荷蘭誕生了。由於這個稅種簡單易行，稅基又廣，為政府提供穩定的財政收入，其他國家也紛紛效法。‍‍‍印花稅經過不斷的發展，逐步完善。‍‍我們現在所說的印花稅，就是指在經濟活動和經濟交流中訂立、領受具有法律效力的憑證時，所徵收的一種稅。‍‍‍簡單的說，印花稅是針對文件證徵收的稅。印花稅適用於購銷合約、股票債券、房地產等在內的多種交易行為。本次香港調整的印花稅是在證券交易環節的印花稅。1998年至今，港股共經歷了4次印花稅調整，而本次印花稅率將由此前的0.13%下調至0.1%。股票印花稅的收費主體是香港政府，本次下調後財政收入會減少約123億元，相當於2022年財政收入的2%，對財政收入影響不大。雖然說本次下調力度很小，但下調印花稅可以提振市場情緒，同時降低投資人交易成本，增強市場流動性，提升港股的市場競爭力。小虎們，你們get了港股印花稅下調對我們的影響了咩？[Cool]","listText":"小虎們，不知道你們有沒有關注香港特首李家超發佈的施政報告！[Cool]報告中明確宣佈將下調香港印花稅！[666]那你們知道印花稅是什麼東西嗎？下調會對股民們有啥影響呢？[YoYo]香港的股票交易印花稅要從0.13%降至0.1%！要搞清楚啥是印花稅啊，故事還要追溯到1624年。‍‍‍‍‍當時荷蘭政府發生了經濟危機，財政出現困難，讓統治者莫里斯傷透了腦筋。‍‍‍但該收的稅都收了，直接暴力增稅又怕人民不同意。‍‍莫里斯和大臣們絞盡腦汁想不出好主意，於是乾脆採用公開招標的辦法來尋找解決方案。‍‍重賞之下必有智者。‍有個聰明人發現人們在日常生活中常常要使用契約、借貸憑證之類的單據，但即時簽訂合約，人們還是擔心有信用風險。如果讓政府在這些憑證單據上蓋個印，就等於合法憑證了，訴訟中就有了法律保障。‍‍‍‍‍但政府的印自然也不是白蓋的。‍‍於是，1624年世界上第一個印花稅就在荷蘭誕生了。由於這個稅種簡單易行，稅基又廣，為政府提供穩定的財政收入，其他國家也紛紛效法。‍‍‍印花稅經過不斷的發展，逐步完善。‍‍我們現在所說的印花稅，就是指在經濟活動和經濟交流中訂立、領受具有法律效力的憑證時，所徵收的一種稅。‍‍‍簡單的說，印花稅是針對文件證徵收的稅。印花稅適用於購銷合約、股票債券、房地產等在內的多種交易行為。本次香港調整的印花稅是在證券交易環節的印花稅。1998年至今，港股共經歷了4次印花稅調整，而本次印花稅率將由此前的0.13%下調至0.1%。股票印花稅的收費主體是香港政府，本次下調後財政收入會減少約123億元，相當於2022年財政收入的2%，對財政收入影響不大。雖然說本次下調力度很小，但下調印花稅可以提振市場情緒，同時降低投資人交易成本，增強市場流動性，提升港股的市場競爭力。小虎們，你們get了港股印花稅下調對我們的影響了咩？[Cool]","text":"小虎們，不知道你們有沒有關注香港特首李家超發佈的施政報告！[Cool]報告中明確宣佈將下調香港印花稅！[666]那你們知道印花稅是什麼東西嗎？下調會對股民們有啥影響呢？[YoYo]香港的股票交易印花稅要從0.13%降至0.1%！要搞清楚啥是印花稅啊，故事還要追溯到1624年。‍‍‍‍‍當時荷蘭政府發生了經濟危機，財政出現困難，讓統治者莫里斯傷透了腦筋。‍‍‍但該收的稅都收了，直接暴力增稅又怕人民不同意。‍‍莫里斯和大臣們絞盡腦汁想不出好主意，於是乾脆採用公開招標的辦法來尋找解決方案。‍‍重賞之下必有智者。‍有個聰明人發現人們在日常生活中常常要使用契約、借貸憑證之類的單據，但即時簽訂合約，人們還是擔心有信用風險。如果讓政府在這些憑證單據上蓋個印，就等於合法憑證了，訴訟中就有了法律保障。‍‍‍‍‍但政府的印自然也不是白蓋的。‍‍於是，1624年世界上第一個印花稅就在荷蘭誕生了。由於這個稅種簡單易行，稅基又廣，為政府提供穩定的財政收入，其他國家也紛紛效法。‍‍‍印花稅經過不斷的發展，逐步完善。‍‍我們現在所說的印花稅，就是指在經濟活動和經濟交流中訂立、領受具有法律效力的憑證時，所徵收的一種稅。‍‍‍簡單的說，印花稅是針對文件證徵收的稅。印花稅適用於購銷合約、股票債券、房地產等在內的多種交易行為。本次香港調整的印花稅是在證券交易環節的印花稅。1998年至今，港股共經歷了4次印花稅調整，而本次印花稅率將由此前的0.13%下調至0.1%。股票印花稅的收費主體是香港政府，本次下調後財政收入會減少約123億元，相當於2022年財政收入的2%，對財政收入影響不大。雖然說本次下調力度很小，但下調印花稅可以提振市場情緒，同時降低投資人交易成本，增強市場流動性，提升港股的市場競爭力。小虎們，你們get了港股印花稅下調對我們的影響了咩？[Cool]","images":[{"img":"https://community-static.tradeup.com/news/fc8b3ac20962747bbe919732a05041db","width":"1080","height":"540"},{"img":"https://community-static.tradeup.com/news/4c89ba1d881c624b201a9baff0fdd689","width":"1080","height":"984"},{"img":"https://community-static.tradeup.com/news/1a4877daf322c38fba8dc87b5b104fc0","width":"433","height":"355"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234598438719536","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":14,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":234321498538208,"gmtCreate":1698251028866,"gmtModify":1698251032250,"author":{"id":"4096288759817900","authorId":"4096288759817900","name":"tony 家","avatar":"https://static.tigerbbs.com/4788518f4a6b0b9015a2f76d3af4ac9a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096288759817900","authorIdStr":"4096288759817900"},"themes":[],"htmlText":"W","listText":"W","text":"W","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234321498538208","repostId":"234260472889392","repostType":1,"repost":{"id":234260472889392,"gmtCreate":1698218700242,"gmtModify":1698218847239,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"Is Google Cloud's Miss A Dip To Buy?","htmlText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> and <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> released their financial reports simultaneously, once again directly comparing their performance. Unlike in Q2, this time Microsoft saw a significant increase led by its cloud business, while Google experienced a 5% drop due to its cloud business falling short of expectations despite advertising exceeding expectations. However, we believe that the market's interpretation of Google is overly pessimistic.Summary1. Expectations for Google's advertising business were already factored in before the Q3 financial report, making up for the overly pessimistic expectations in the first half of the year. Despite high","listText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> and <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> released their financial reports simultaneously, once again directly comparing their performance. Unlike in Q2, this time Microsoft saw a significant increase led by its cloud business, while Google experienced a 5% drop due to its cloud business falling short of expectations despite advertising exceeding expectations. However, we believe that the market's interpretation of Google is overly pessimistic.Summary1. Expectations for Google's advertising business were already factored in before the Q3 financial report, making up for the overly pessimistic expectations in the first half of the year. Despite high","text":"$Alphabet(GOOG)$ $Alphabet(GOOGL)$ and $Microsoft(MSFT)$ released their financial reports simultaneously, once again directly comparing their performance. Unlike in Q2, this time Microsoft saw a significant increase led by its cloud business, while Google experienced a 5% drop due to its cloud business falling short of expectations despite advertising exceeding expectations. However, we believe that the market's interpretation of Google is overly pessimistic.Summary1. Expectations for Google's advertising business were already factored in before the Q3 financial report, making up for the overly pessimistic expectations in the first half of the year. Despite high","images":[{"img":"https://static.tigerbbs.com/84cedf2bf9500ff820fd21e932835bd1","width":"1765","height":"729"},{"img":"https://static.tigerbbs.com/6dfcb2fa25820ec7838ec6cf54824f48","width":"827","height":"471"},{"img":"https://static.tigerbbs.com/c7178aafbab8f744ecf08151276ead6f","width":"836","height":"440"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234260472889392","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":234346963173440,"gmtCreate":1698250976606,"gmtModify":1698250980513,"author":{"id":"4096288759817900","authorId":"4096288759817900","name":"tony 家","avatar":"https://static.tigerbbs.com/4788518f4a6b0b9015a2f76d3af4ac9a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096288759817900","authorIdStr":"4096288759817900"},"themes":[],"htmlText":"W","listText":"W","text":"W","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234346963173440","repostId":"234260472889392","repostType":1,"repost":{"id":234260472889392,"gmtCreate":1698218700242,"gmtModify":1698218847239,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"Is Google Cloud's Miss A Dip To Buy?","htmlText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> and <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> released their financial reports simultaneously, once again directly comparing their performance. Unlike in Q2, this time Microsoft saw a significant increase led by its cloud business, while Google experienced a 5% drop due to its cloud business falling short of expectations despite advertising exceeding expectations. However, we believe that the market's interpretation of Google is overly pessimistic.Summary1. Expectations for Google's advertising business were already factored in before the Q3 financial report, making up for the overly pessimistic expectations in the first half of the year. Despite high","listText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> and <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> released their financial reports simultaneously, once again directly comparing their performance. Unlike in Q2, this time Microsoft saw a significant increase led by its cloud business, while Google experienced a 5% drop due to its cloud business falling short of expectations despite advertising exceeding expectations. However, we believe that the market's interpretation of Google is overly pessimistic.Summary1. Expectations for Google's advertising business were already factored in before the Q3 financial report, making up for the overly pessimistic expectations in the first half of the year. Despite high","text":"$Alphabet(GOOG)$ $Alphabet(GOOGL)$ and $Microsoft(MSFT)$ released their financial reports simultaneously, once again directly comparing their performance. Unlike in Q2, this time Microsoft saw a significant increase led by its cloud business, while Google experienced a 5% drop due to its cloud business falling short of expectations despite advertising exceeding expectations. However, we believe that the market's interpretation of Google is overly pessimistic.Summary1. Expectations for Google's advertising business were already factored in before the Q3 financial report, making up for the overly pessimistic expectations in the first half of the year. Despite high","images":[{"img":"https://static.tigerbbs.com/84cedf2bf9500ff820fd21e932835bd1","width":"1765","height":"729"},{"img":"https://static.tigerbbs.com/6dfcb2fa25820ec7838ec6cf54824f48","width":"827","height":"471"},{"img":"https://static.tigerbbs.com/c7178aafbab8f744ecf08151276ead6f","width":"836","height":"440"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234260472889392","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949944148,"gmtCreate":1678329869484,"gmtModify":1678331005173,"author":{"id":"4096288759817900","authorId":"4096288759817900","name":"tony 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理想10月交付40422輛，首次突破4萬大關，是造車新勢力中第一家完成此壯舉的公司，旗下的多款車型佔據同類型銷量榜首，理想的產品力在新能源汽車中依然是扛把子的存在： 小鵬10月交付20002輛，首次突破2萬關口，同比增長292%，其中G6單月交付8741輛，成爲20-25萬價格帶最暢銷的純電動SUV。 小鵬應該是蔚小理中最早出現銷量危機的，直至G6一炮而紅才渡過銷售危機，如今來看，能夠起死回生着實不易，現在把壓力給到蔚來了，能否複製小鵬的奇蹟且看管理層的能力了： 比亞迪10月交付301833輛，首次突破30萬輛大關，同比增長38.6%，其中海外銷量30521輛，亦創歷史新高： 由於銷量基數較高，比亞迪在國內的增速開始趨緩，未來的增長極將來自海外市場，若能複製國內銷量奇蹟，比亞迪市值或將再上一個臺階。 零跑10月交付18202輛，同比增長159%，創歷史記錄： 零跑近期大事不少，近期剛獲得Stellantis集團巨資入股，隨後大股東宣佈未來10年不會減持股份，受到投資者一致好評。 賽力斯10月交付17600輛，其中賽力斯品牌交付14506輛，創歷史新高，主要是華爲聯合賽力斯新推出的車型爆紅。 賽力斯與小鵬一樣，剛出道時由於華爲光環銷量大增，但很快遇到問題，不同於小鵬堅持純電動路線，賽力斯迅速推出增程車型，銷量迎來爆發： 極氪10月交付13077輛，同比增長29%，但最近幾個月增長勢頭放緩： 哪吒10月交付12085輛，同比下滑32.9%，是新能源車企中最拉胯的一家，估計要涼涼了： 10月最令人大跌眼鏡的要數廣汽埃安了，在9月銷量突破5萬大關後","listText":"剛剛，主流新能源車企紛紛公佈了10月交付數據，亮點不少，從整體來看，多家公司月交付量創歷史新高，但有個別車企似乎攤上事了。 先來看蔚來，10月交付16074輛，雖然同比增長59.8%，但環比只有2.8%，且依然沒能突破7-8月時的高點： 理想10月交付40422輛，首次突破4萬大關，是造車新勢力中第一家完成此壯舉的公司，旗下的多款車型佔據同類型銷量榜首，理想的產品力在新能源汽車中依然是扛把子的存在： 小鵬10月交付20002輛，首次突破2萬關口，同比增長292%，其中G6單月交付8741輛，成爲20-25萬價格帶最暢銷的純電動SUV。 小鵬應該是蔚小理中最早出現銷量危機的，直至G6一炮而紅才渡過銷售危機，如今來看，能夠起死回生着實不易，現在把壓力給到蔚來了，能否複製小鵬的奇蹟且看管理層的能力了： 比亞迪10月交付301833輛，首次突破30萬輛大關，同比增長38.6%，其中海外銷量30521輛，亦創歷史新高： 由於銷量基數較高，比亞迪在國內的增速開始趨緩，未來的增長極將來自海外市場，若能複製國內銷量奇蹟，比亞迪市值或將再上一個臺階。 零跑10月交付18202輛，同比增長159%，創歷史記錄： 零跑近期大事不少，近期剛獲得Stellantis集團巨資入股，隨後大股東宣佈未來10年不會減持股份，受到投資者一致好評。 賽力斯10月交付17600輛，其中賽力斯品牌交付14506輛，創歷史新高，主要是華爲聯合賽力斯新推出的車型爆紅。 賽力斯與小鵬一樣，剛出道時由於華爲光環銷量大增，但很快遇到問題，不同於小鵬堅持純電動路線，賽力斯迅速推出增程車型，銷量迎來爆發： 極氪10月交付13077輛，同比增長29%，但最近幾個月增長勢頭放緩： 哪吒10月交付12085輛，同比下滑32.9%，是新能源車企中最拉胯的一家，估計要涼涼了： 10月最令人大跌眼鏡的要數廣汽埃安了，在9月銷量突破5萬大關後","text":"剛剛，主流新能源車企紛紛公佈了10月交付數據，亮點不少，從整體來看，多家公司月交付量創歷史新高，但有個別車企似乎攤上事了。 先來看蔚來，10月交付16074輛，雖然同比增長59.8%，但環比只有2.8%，且依然沒能突破7-8月時的高點： 理想10月交付40422輛，首次突破4萬大關，是造車新勢力中第一家完成此壯舉的公司，旗下的多款車型佔據同類型銷量榜首，理想的產品力在新能源汽車中依然是扛把子的存在： 小鵬10月交付20002輛，首次突破2萬關口，同比增長292%，其中G6單月交付8741輛，成爲20-25萬價格帶最暢銷的純電動SUV。 小鵬應該是蔚小理中最早出現銷量危機的，直至G6一炮而紅才渡過銷售危機，如今來看，能夠起死回生着實不易，現在把壓力給到蔚來了，能否複製小鵬的奇蹟且看管理層的能力了： 比亞迪10月交付301833輛，首次突破30萬輛大關，同比增長38.6%，其中海外銷量30521輛，亦創歷史新高： 由於銷量基數較高，比亞迪在國內的增速開始趨緩，未來的增長極將來自海外市場，若能複製國內銷量奇蹟，比亞迪市值或將再上一個臺階。 零跑10月交付18202輛，同比增長159%，創歷史記錄： 零跑近期大事不少，近期剛獲得Stellantis集團巨資入股，隨後大股東宣佈未來10年不會減持股份，受到投資者一致好評。 賽力斯10月交付17600輛，其中賽力斯品牌交付14506輛，創歷史新高，主要是華爲聯合賽力斯新推出的車型爆紅。 賽力斯與小鵬一樣，剛出道時由於華爲光環銷量大增，但很快遇到問題，不同於小鵬堅持純電動路線，賽力斯迅速推出增程車型，銷量迎來爆發： 極氪10月交付13077輛，同比增長29%，但最近幾個月增長勢頭放緩： 哪吒10月交付12085輛，同比下滑32.9%，是新能源車企中最拉胯的一家，估計要涼涼了： 10月最令人大跌眼鏡的要數廣汽埃安了，在9月銷量突破5萬大關後","images":[{"img":"https://static.tigerbbs.com/4b21b25dfa81bce53e163374cb307518","width":"1437","height":"628"},{"img":"https://static.tigerbbs.com/da84a6b34ecf0fdf21226a69b70807db","width":"1294","height":"637"},{"img":"https://static.tigerbbs.com/46684eaf4e5c18beac802646971ad6ff","width":"1318","height":"573"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236788416622600","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":236940178411656,"gmtCreate":1698882276987,"gmtModify":1698882280646,"author":{"id":"4096288759817900","authorId":"4096288759817900","name":"tony 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11月2日凌晨2點，美聯儲將公佈利率，凌晨2：30鮑威爾關於貨幣政策的新聞發佈會。美聯儲上次升息是在7月升息0.25%。市場普遍預期這次仍將按兵不動，聯邦資金利率目標區間維持在5.25%至5.5%，但保留12月升息可能。 10月30日，週一美國10年期國債收益率上漲4.3個基點，報4.888%。目前標普500指數已有251家公司公佈業績，根據LSEG，其中78%的公司獲利優於華爾街的預期。業績行情發酵，三大指數漲超1%，標普500指數收漲49.45點，漲幅1.20%，報4166.82點。道指收漲511.37點，漲幅1.58%，報32928.96點。納指收漲146.47點，漲幅1.16%，報12789.48點。納指100漲1.1%。 大型科技股全線上漲，亞馬遜、奈飛漲超3%，微軟漲超2%，Meta、谷歌、蘋果漲超1%。特斯拉跌近5%，創5月底以來收盤新低。 熱門中概股多數上漲，小鵬汽車、京東、網易、蔚來漲超1%，理想汽車、阿里巴巴、愛奇藝、微博小幅上漲。 麥當勞2023 財年第三季度銷售額增長14％ 同比至66.92億美元，超過分析師共識估計的65.77億美元，股價收漲1.7%。 週一蘋果舉辦了特別活動，帶來了大量的新品，其中包括數款Macbook。蘋果方面還發布了全新的M3芯片。目前，M3芯片總計有三種版本，分別爲M3、M3 Pro、M3 Max 芯片，這也是全球首款採用3納米技術的PC芯片。最後，這場蘋果味的萬聖節派對還留了個彩蛋：本次發佈會是iPhone拍攝，Mac剪輯。 這種低光環境下，蘋果算是給iPhone做了個廣告。蘋果定於週四公佈9","listText":"巴以衝突影響金價，三週以來，巴以衝突成了推動金價的最強“主力”，金價從1810到2009漲了200美金。今年以來，黃金已經漲超20%。 巴以衝突疑慮逐漸消散，投資者轉頭緊盯美聯儲、日本及英國等主要央行即將在本週舉行的貨幣決策會議 。 11月2日凌晨2點，美聯儲將公佈利率，凌晨2：30鮑威爾關於貨幣政策的新聞發佈會。美聯儲上次升息是在7月升息0.25%。市場普遍預期這次仍將按兵不動，聯邦資金利率目標區間維持在5.25%至5.5%，但保留12月升息可能。 10月30日，週一美國10年期國債收益率上漲4.3個基點，報4.888%。目前標普500指數已有251家公司公佈業績，根據LSEG，其中78%的公司獲利優於華爾街的預期。業績行情發酵，三大指數漲超1%，標普500指數收漲49.45點，漲幅1.20%，報4166.82點。道指收漲511.37點，漲幅1.58%，報32928.96點。納指收漲146.47點，漲幅1.16%，報12789.48點。納指100漲1.1%。 大型科技股全線上漲，亞馬遜、奈飛漲超3%，微軟漲超2%，Meta、谷歌、蘋果漲超1%。特斯拉跌近5%，創5月底以來收盤新低。 熱門中概股多數上漲，小鵬汽車、京東、網易、蔚來漲超1%，理想汽車、阿里巴巴、愛奇藝、微博小幅上漲。 麥當勞2023 財年第三季度銷售額增長14％ 同比至66.92億美元，超過分析師共識估計的65.77億美元，股價收漲1.7%。 週一蘋果舉辦了特別活動，帶來了大量的新品，其中包括數款Macbook。蘋果方面還發布了全新的M3芯片。目前，M3芯片總計有三種版本，分別爲M3、M3 Pro、M3 Max 芯片，這也是全球首款採用3納米技術的PC芯片。最後，這場蘋果味的萬聖節派對還留了個彩蛋：本次發佈會是iPhone拍攝，Mac剪輯。 這種低光環境下，蘋果算是給iPhone做了個廣告。蘋果定於週四公佈9","text":"巴以衝突影響金價，三週以來，巴以衝突成了推動金價的最強“主力”，金價從1810到2009漲了200美金。今年以來，黃金已經漲超20%。 巴以衝突疑慮逐漸消散，投資者轉頭緊盯美聯儲、日本及英國等主要央行即將在本週舉行的貨幣決策會議 。 11月2日凌晨2點，美聯儲將公佈利率，凌晨2：30鮑威爾關於貨幣政策的新聞發佈會。美聯儲上次升息是在7月升息0.25%。市場普遍預期這次仍將按兵不動，聯邦資金利率目標區間維持在5.25%至5.5%，但保留12月升息可能。 10月30日，週一美國10年期國債收益率上漲4.3個基點，報4.888%。目前標普500指數已有251家公司公佈業績，根據LSEG，其中78%的公司獲利優於華爾街的預期。業績行情發酵，三大指數漲超1%，標普500指數收漲49.45點，漲幅1.20%，報4166.82點。道指收漲511.37點，漲幅1.58%，報32928.96點。納指收漲146.47點，漲幅1.16%，報12789.48點。納指100漲1.1%。 大型科技股全線上漲，亞馬遜、奈飛漲超3%，微軟漲超2%，Meta、谷歌、蘋果漲超1%。特斯拉跌近5%，創5月底以來收盤新低。 熱門中概股多數上漲，小鵬汽車、京東、網易、蔚來漲超1%，理想汽車、阿里巴巴、愛奇藝、微博小幅上漲。 麥當勞2023 財年第三季度銷售額增長14％ 同比至66.92億美元，超過分析師共識估計的65.77億美元，股價收漲1.7%。 週一蘋果舉辦了特別活動，帶來了大量的新品，其中包括數款Macbook。蘋果方面還發布了全新的M3芯片。目前，M3芯片總計有三種版本，分別爲M3、M3 Pro、M3 Max 芯片，這也是全球首款採用3納米技術的PC芯片。最後，這場蘋果味的萬聖節派對還留了個彩蛋：本次發佈會是iPhone拍攝，Mac剪輯。 這種低光環境下，蘋果算是給iPhone做了個廣告。蘋果定於週四公佈9","images":[{"img":"https://community-static.tradeup.com/news/48f0baa2aa592881654eb3f29afee403","width":"1800","height":"1200"},{"img":"https://community-static.tradeup.com/news/8b086b0922d6198cef017b8bc08c98bb","width":"498","height":"273"},{"img":"https://community-static.tradeup.com/news/182e1981f59960f3ce4c95512bf71529","width":"720","height":"479"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236393687109856","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":236681426747600,"gmtCreate":1698819296868,"gmtModify":1698819300832,"author":{"id":"4096288759817900","authorId":"4096288759817900","name":"tony 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的財報要在11月21日公佈，這使得其他半導體公司羣龍無首。 <a href=\"https://laohu8.com/S/AMD\">$美國超微公司(AMD)$</a> 10.31盤後財報，果不其然波動不大，甚至配不上其90%+的IV，因此期權賣方成最大贏家。做空波動率的策略，除了日曆差價（calendar）之外，還有更爲激進的雙Sell（反向跨式、反向寬跨式策略），有交易者就採用了寬跨式策略，Sell了AMD的110 Call和 82 PUT，雙雙盈利。眼下， <a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$</a> （11.1）、 <a href=\"https://laohu8.com/S/INTC\">$英特爾(INTC)$</a> （11.6）、 <a href=\"https://laohu8.com/S/NXPI\">$恩智浦(NXPI)$</a> （11.6）等都在近期公佈財報。不同半導體公司針對的行業變化可以是影響公司業績的關鍵因素，例如與汽車和工業供需關係密切的 <a href=\"https://laohu8.com/S/ON\">$安森美半導體(ON)$</a> ，就因行業性的需求下滑而大跌。但是對綜合性的芯片公司來說，要找到對整個板塊的指引，可能還是需要關注NVDA的業績以及對接下來幾個季度的指引。","listText":"過去一個月，半導體板塊回調不少 <a href=\"https://laohu8.com/S/SOX\">$費城半導體指數(SOX)$</a> ，但是作爲大哥的 <a href=\"https://laohu8.com/S/NVDA\">$英偉達(NVDA)$</a> 的財報要在11月21日公佈，這使得其他半導體公司羣龍無首。 <a href=\"https://laohu8.com/S/AMD\">$美國超微公司(AMD)$</a> 10.31盤後財報，果不其然波動不大，甚至配不上其90%+的IV，因此期權賣方成最大贏家。做空波動率的策略，除了日曆差價（calendar）之外，還有更爲激進的雙Sell（反向跨式、反向寬跨式策略），有交易者就採用了寬跨式策略，Sell了AMD的110 Call和 82 PUT，雙雙盈利。眼下， <a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$</a> （11.1）、 <a href=\"https://laohu8.com/S/INTC\">$英特爾(INTC)$</a> （11.6）、 <a href=\"https://laohu8.com/S/NXPI\">$恩智浦(NXPI)$</a> （11.6）等都在近期公佈財報。不同半導體公司針對的行業變化可以是影響公司業績的關鍵因素，例如與汽車和工業供需關係密切的 <a href=\"https://laohu8.com/S/ON\">$安森美半導體(ON)$</a> ，就因行業性的需求下滑而大跌。但是對綜合性的芯片公司來說，要找到對整個板塊的指引，可能還是需要關注NVDA的業績以及對接下來幾個季度的指引。","text":"過去一個月，半導體板塊回調不少 $費城半導體指數(SOX)$ ，但是作爲大哥的 $英偉達(NVDA)$ 的財報要在11月21日公佈，這使得其他半導體公司羣龍無首。 $美國超微公司(AMD)$ 10.31盤後財報，果不其然波動不大，甚至配不上其90%+的IV，因此期權賣方成最大贏家。做空波動率的策略，除了日曆差價（calendar）之外，還有更爲激進的雙Sell（反向跨式、反向寬跨式策略），有交易者就採用了寬跨式策略，Sell了AMD的110 Call和 82 PUT，雙雙盈利。眼下， $高通(QCOM)$ （11.1）、 $英特爾(INTC)$ （11.6）、 $恩智浦(NXPI)$ （11.6）等都在近期公佈財報。不同半導體公司針對的行業變化可以是影響公司業績的關鍵因素，例如與汽車和工業供需關係密切的 $安森美半導體(ON)$ ，就因行業性的需求下滑而大跌。但是對綜合性的芯片公司來說，要找到對整個板塊的指引，可能還是需要關注NVDA的業績以及對接下來幾個季度的指引。","images":[{"img":"https://static.tigerbbs.com/a352c207c29977e7fe5fb97f2e9928a7","width":"682","height":"708"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236652402319360","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":235528337940656,"gmtCreate":1698534730700,"gmtModify":1698534735071,"author":{"id":"4096288759817900","authorId":"4096288759817900","name":"tony 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href=\"https://laohu8.com/S/AMZN\">$亞馬遜(AMZN)$&nbsp;</a>&nbsp; &nbsp;財報賭對了微軟，飄了，幹了亞馬遜末日126call，財報公佈後，由漲轉跌，已做好歸零的打算，上午一看漲回5%，又燃起生的希望，但願不是雙殺！","text":"$亞馬遜(AMZN)$ 財報賭對了微軟，飄了，幹了亞馬遜末日126call，財報公佈後，由漲轉跌，已做好歸零的打算，上午一看漲回5%，又燃起生的希望，但願不是雙殺！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234925189619984","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":234944691232856,"gmtCreate":1698381036972,"gmtModify":1698381041750,"author":{"id":"4096288759817900","authorId":"4096288759817900","name":"tony 家","avatar":"https://static.tigerbbs.com/4788518f4a6b0b9015a2f76d3af4ac9a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096288759817900","authorIdStr":"4096288759817900"},"themes":[],"htmlText":"q","listText":"q","text":"q","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234944691232856","repostId":"234598438719536","repostType":1,"repost":{"id":234598438719536,"gmtCreate":1698301211431,"gmtModify":1698301253461,"author":{"id":"4142573913947612","authorId":"4142573913947612","name":"ETF唔係ET虎","avatar":"https://community-static.tradeup.com/news/0c47e65ebcee63532badc6556a412fff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4142573913947612","authorIdStr":"4142573913947612"},"themes":[],"title":"【👀趣味漫畫】香港下調印花稅，對我哋有啥影響？盤點港股歷史上嘅印花稅調整！","htmlText":"小虎們，不知道你們有沒有關注香港特首李家超發佈的施政報告！[Cool]報告中明確宣佈將下調香港印花稅！[666]那你們知道印花稅是什麼東西嗎？下調會對股民們有啥影響呢？[YoYo]香港的股票交易印花稅要從0.13%降至0.1%！要搞清楚啥是印花稅啊，故事還要追溯到1624年。‍‍‍‍‍當時荷蘭政府發生了經濟危機，財政出現困難，讓統治者莫里斯傷透了腦筋。‍‍‍但該收的稅都收了，直接暴力增稅又怕人民不同意。‍‍莫里斯和大臣們絞盡腦汁想不出好主意，於是乾脆採用公開招標的辦法來尋找解決方案。‍‍重賞之下必有智者。‍有個聰明人發現人們在日常生活中常常要使用契約、借貸憑證之類的單據，但即時簽訂合約，人們還是擔心有信用風險。如果讓政府在這些憑證單據上蓋個印，就等於合法憑證了，訴訟中就有了法律保障。‍‍‍‍‍但政府的印自然也不是白蓋的。‍‍於是，1624年世界上第一個印花稅就在荷蘭誕生了。由於這個稅種簡單易行，稅基又廣，為政府提供穩定的財政收入，其他國家也紛紛效法。‍‍‍印花稅經過不斷的發展，逐步完善。‍‍我們現在所說的印花稅，就是指在經濟活動和經濟交流中訂立、領受具有法律效力的憑證時，所徵收的一種稅。‍‍‍簡單的說，印花稅是針對文件證徵收的稅。印花稅適用於購銷合約、股票債券、房地產等在內的多種交易行為。本次香港調整的印花稅是在證券交易環節的印花稅。1998年至今，港股共經歷了4次印花稅調整，而本次印花稅率將由此前的0.13%下調至0.1%。股票印花稅的收費主體是香港政府，本次下調後財政收入會減少約123億元，相當於2022年財政收入的2%，對財政收入影響不大。雖然說本次下調力度很小，但下調印花稅可以提振市場情緒，同時降低投資人交易成本，增強市場流動性，提升港股的市場競爭力。小虎們，你們get了港股印花稅下調對我們的影響了咩？[Cool]","listText":"小虎們，不知道你們有沒有關注香港特首李家超發佈的施政報告！[Cool]報告中明確宣佈將下調香港印花稅！[666]那你們知道印花稅是什麼東西嗎？下調會對股民們有啥影響呢？[YoYo]香港的股票交易印花稅要從0.13%降至0.1%！要搞清楚啥是印花稅啊，故事還要追溯到1624年。‍‍‍‍‍當時荷蘭政府發生了經濟危機，財政出現困難，讓統治者莫里斯傷透了腦筋。‍‍‍但該收的稅都收了，直接暴力增稅又怕人民不同意。‍‍莫里斯和大臣們絞盡腦汁想不出好主意，於是乾脆採用公開招標的辦法來尋找解決方案。‍‍重賞之下必有智者。‍有個聰明人發現人們在日常生活中常常要使用契約、借貸憑證之類的單據，但即時簽訂合約，人們還是擔心有信用風險。如果讓政府在這些憑證單據上蓋個印，就等於合法憑證了，訴訟中就有了法律保障。‍‍‍‍‍但政府的印自然也不是白蓋的。‍‍於是，1624年世界上第一個印花稅就在荷蘭誕生了。由於這個稅種簡單易行，稅基又廣，為政府提供穩定的財政收入，其他國家也紛紛效法。‍‍‍印花稅經過不斷的發展，逐步完善。‍‍我們現在所說的印花稅，就是指在經濟活動和經濟交流中訂立、領受具有法律效力的憑證時，所徵收的一種稅。‍‍‍簡單的說，印花稅是針對文件證徵收的稅。印花稅適用於購銷合約、股票債券、房地產等在內的多種交易行為。本次香港調整的印花稅是在證券交易環節的印花稅。1998年至今，港股共經歷了4次印花稅調整，而本次印花稅率將由此前的0.13%下調至0.1%。股票印花稅的收費主體是香港政府，本次下調後財政收入會減少約123億元，相當於2022年財政收入的2%，對財政收入影響不大。雖然說本次下調力度很小，但下調印花稅可以提振市場情緒，同時降低投資人交易成本，增強市場流動性，提升港股的市場競爭力。小虎們，你們get了港股印花稅下調對我們的影響了咩？[Cool]","text":"小虎們，不知道你們有沒有關注香港特首李家超發佈的施政報告！[Cool]報告中明確宣佈將下調香港印花稅！[666]那你們知道印花稅是什麼東西嗎？下調會對股民們有啥影響呢？[YoYo]香港的股票交易印花稅要從0.13%降至0.1%！要搞清楚啥是印花稅啊，故事還要追溯到1624年。‍‍‍‍‍當時荷蘭政府發生了經濟危機，財政出現困難，讓統治者莫里斯傷透了腦筋。‍‍‍但該收的稅都收了，直接暴力增稅又怕人民不同意。‍‍莫里斯和大臣們絞盡腦汁想不出好主意，於是乾脆採用公開招標的辦法來尋找解決方案。‍‍重賞之下必有智者。‍有個聰明人發現人們在日常生活中常常要使用契約、借貸憑證之類的單據，但即時簽訂合約，人們還是擔心有信用風險。如果讓政府在這些憑證單據上蓋個印，就等於合法憑證了，訴訟中就有了法律保障。‍‍‍‍‍但政府的印自然也不是白蓋的。‍‍於是，1624年世界上第一個印花稅就在荷蘭誕生了。由於這個稅種簡單易行，稅基又廣，為政府提供穩定的財政收入，其他國家也紛紛效法。‍‍‍印花稅經過不斷的發展，逐步完善。‍‍我們現在所說的印花稅，就是指在經濟活動和經濟交流中訂立、領受具有法律效力的憑證時，所徵收的一種稅。‍‍‍簡單的說，印花稅是針對文件證徵收的稅。印花稅適用於購銷合約、股票債券、房地產等在內的多種交易行為。本次香港調整的印花稅是在證券交易環節的印花稅。1998年至今，港股共經歷了4次印花稅調整，而本次印花稅率將由此前的0.13%下調至0.1%。股票印花稅的收費主體是香港政府，本次下調後財政收入會減少約123億元，相當於2022年財政收入的2%，對財政收入影響不大。雖然說本次下調力度很小，但下調印花稅可以提振市場情緒，同時降低投資人交易成本，增強市場流動性，提升港股的市場競爭力。小虎們，你們get了港股印花稅下調對我們的影響了咩？[Cool]","images":[{"img":"https://community-static.tradeup.com/news/fc8b3ac20962747bbe919732a05041db","width":"1080","height":"540"},{"img":"https://community-static.tradeup.com/news/4c89ba1d881c624b201a9baff0fdd689","width":"1080","height":"984"},{"img":"https://community-static.tradeup.com/news/1a4877daf322c38fba8dc87b5b104fc0","width":"433","height":"355"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234598438719536","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":14,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":234321498538208,"gmtCreate":1698251028866,"gmtModify":1698251032250,"author":{"id":"4096288759817900","authorId":"4096288759817900","name":"tony 家","avatar":"https://static.tigerbbs.com/4788518f4a6b0b9015a2f76d3af4ac9a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096288759817900","authorIdStr":"4096288759817900"},"themes":[],"htmlText":"W","listText":"W","text":"W","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234321498538208","repostId":"234260472889392","repostType":1,"repost":{"id":234260472889392,"gmtCreate":1698218700242,"gmtModify":1698218847239,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"Is Google Cloud's Miss A Dip To Buy?","htmlText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> and <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> released their financial reports simultaneously, once again directly comparing their performance. Unlike in Q2, this time Microsoft saw a significant increase led by its cloud business, while Google experienced a 5% drop due to its cloud business falling short of expectations despite advertising exceeding expectations. However, we believe that the market's interpretation of Google is overly pessimistic.Summary1. Expectations for Google's advertising business were already factored in before the Q3 financial report, making up for the overly pessimistic expectations in the first half of the year. Despite high","listText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> and <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> released their financial reports simultaneously, once again directly comparing their performance. Unlike in Q2, this time Microsoft saw a significant increase led by its cloud business, while Google experienced a 5% drop due to its cloud business falling short of expectations despite advertising exceeding expectations. However, we believe that the market's interpretation of Google is overly pessimistic.Summary1. Expectations for Google's advertising business were already factored in before the Q3 financial report, making up for the overly pessimistic expectations in the first half of the year. Despite high","text":"$Alphabet(GOOG)$ $Alphabet(GOOGL)$ and $Microsoft(MSFT)$ released their financial reports simultaneously, once again directly comparing their performance. Unlike in Q2, this time Microsoft saw a significant increase led by its cloud business, while Google experienced a 5% drop due to its cloud business falling short of expectations despite advertising exceeding expectations. However, we believe that the market's interpretation of Google is overly pessimistic.Summary1. Expectations for Google's advertising business were already factored in before the Q3 financial report, making up for the overly pessimistic expectations in the first half of the year. Despite high","images":[{"img":"https://static.tigerbbs.com/84cedf2bf9500ff820fd21e932835bd1","width":"1765","height":"729"},{"img":"https://static.tigerbbs.com/6dfcb2fa25820ec7838ec6cf54824f48","width":"827","height":"471"},{"img":"https://static.tigerbbs.com/c7178aafbab8f744ecf08151276ead6f","width":"836","height":"440"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234260472889392","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":234346963173440,"gmtCreate":1698250976606,"gmtModify":1698250980513,"author":{"id":"4096288759817900","authorId":"4096288759817900","name":"tony 家","avatar":"https://static.tigerbbs.com/4788518f4a6b0b9015a2f76d3af4ac9a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096288759817900","authorIdStr":"4096288759817900"},"themes":[],"htmlText":"W","listText":"W","text":"W","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234346963173440","repostId":"234260472889392","repostType":1,"repost":{"id":234260472889392,"gmtCreate":1698218700242,"gmtModify":1698218847239,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"Is Google Cloud's Miss A Dip To Buy?","htmlText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> and <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> released their financial reports simultaneously, once again directly comparing their performance. Unlike in Q2, this time Microsoft saw a significant increase led by its cloud business, while Google experienced a 5% drop due to its cloud business falling short of expectations despite advertising exceeding expectations. However, we believe that the market's interpretation of Google is overly pessimistic.Summary1. Expectations for Google's advertising business were already factored in before the Q3 financial report, making up for the overly pessimistic expectations in the first half of the year. Despite high","listText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> and <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> released their financial reports simultaneously, once again directly comparing their performance. Unlike in Q2, this time Microsoft saw a significant increase led by its cloud business, while Google experienced a 5% drop due to its cloud business falling short of expectations despite advertising exceeding expectations. However, we believe that the market's interpretation of Google is overly pessimistic.Summary1. Expectations for Google's advertising business were already factored in before the Q3 financial report, making up for the overly pessimistic expectations in the first half of the year. Despite high","text":"$Alphabet(GOOG)$ $Alphabet(GOOGL)$ and $Microsoft(MSFT)$ released their financial reports simultaneously, once again directly comparing their performance. Unlike in Q2, this time Microsoft saw a significant increase led by its cloud business, while Google experienced a 5% drop due to its cloud business falling short of expectations despite advertising exceeding expectations. However, we believe that the market's interpretation of Google is overly pessimistic.Summary1. Expectations for Google's advertising business were already factored in before the Q3 financial report, making up for the overly pessimistic expectations in the first half of the year. Despite high","images":[{"img":"https://static.tigerbbs.com/84cedf2bf9500ff820fd21e932835bd1","width":"1765","height":"729"},{"img":"https://static.tigerbbs.com/6dfcb2fa25820ec7838ec6cf54824f48","width":"827","height":"471"},{"img":"https://static.tigerbbs.com/c7178aafbab8f744ecf08151276ead6f","width":"836","height":"440"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234260472889392","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949944148,"gmtCreate":1678329869484,"gmtModify":1678331005173,"author":{"id":"4096288759817900","authorId":"4096288759817900","name":"tony 家","avatar":"https://static.tigerbbs.com/4788518f4a6b0b9015a2f76d3af4ac9a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096288759817900","authorIdStr":"4096288759817900"},"themes":[],"htmlText":"q","listText":"q","text":"q","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949944148","repostId":"627200581","repostType":1,"repost":{"id":627200581,"gmtCreate":1678328249944,"gmtModify":1678329095666,"author":{"id":"3555912730539938","authorId":"3555912730539938","name":"松果财经","avatar":"https://static.tigerbbs.com/62f60e23a6d7da19c7efdae990c3b8fb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555912730539938","authorIdStr":"3555912730539938"},"themes":[],"title":"海力威衝刺上交所：2022年營收4億，計劃募資5億","htmlText":"松果財經消息，青島海力威新材料科技股份有限公司日前遞交招股書，準備在上交所主板上市。計劃募資5.08億元，2.1億元將用於車用橡膠密封件生產線技術改造及擴建項目。天眼查APP顯示，海力威是一家以從事汽車製造業爲主的企業，主營業務圍繞橡膠、聚氨酯、複合材料等高分子材料製品的研發、生產和銷售，產品主要涵蓋汽車和軌道交通兩大應用領域，實行“以銷定產+少量備貨”的生產模式。招股書顯示，海力威2020年、2021年、2022年營收分別爲4億元、3.66億元、4.06億元；淨利分別是7736萬元、6092.4萬元、7724.8萬元；扣非後淨利分別是7827.55萬元、5553.5萬元、7044萬元。來源：松果財經","listText":"松果財經消息，青島海力威新材料科技股份有限公司日前遞交招股書，準備在上交所主板上市。計劃募資5.08億元，2.1億元將用於車用橡膠密封件生產線技術改造及擴建項目。天眼查APP顯示，海力威是一家以從事汽車製造業爲主的企業，主營業務圍繞橡膠、聚氨酯、複合材料等高分子材料製品的研發、生產和銷售，產品主要涵蓋汽車和軌道交通兩大應用領域，實行“以銷定產+少量備貨”的生產模式。招股書顯示，海力威2020年、2021年、2022年營收分別爲4億元、3.66億元、4.06億元；淨利分別是7736萬元、6092.4萬元、7724.8萬元；扣非後淨利分別是7827.55萬元、5553.5萬元、7044萬元。來源：松果財經","text":"松果財經消息，青島海力威新材料科技股份有限公司日前遞交招股書，準備在上交所主板上市。計劃募資5.08億元，2.1億元將用於車用橡膠密封件生產線技術改造及擴建項目。天眼查APP顯示，海力威是一家以從事汽車製造業爲主的企業，主營業務圍繞橡膠、聚氨酯、複合材料等高分子材料製品的研發、生產和銷售，產品主要涵蓋汽車和軌道交通兩大應用領域，實行“以銷定產+少量備貨”的生產模式。招股書顯示，海力威2020年、2021年、2022年營收分別爲4億元、3.66億元、4.06億元；淨利分別是7736萬元、6092.4萬元、7724.8萬元；扣非後淨利分別是7827.55萬元、5553.5萬元、7044萬元。來源：松果財經","images":[{"img":"https://static.tigerbbs.com/de38b88889338a35394859498fbd9c05","width":"1320","height":"618"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/627200581","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940075562,"gmtCreate":1677630299756,"gmtModify":1677633689372,"author":{"id":"4096288759817900","authorId":"4096288759817900","name":"tony 家","avatar":"https://static.tigerbbs.com/4788518f4a6b0b9015a2f76d3af4ac9a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096288759817900","authorIdStr":"4096288759817900"},"themes":[],"htmlText":"(Feb. 27) as investors engaged in some bargain hunting after last week's losses, the biggest percentage declines of 2023 for Wall Street's main benchmarks, as jitters persisted about coming interest rate hikes to tame stubbornly high inflation.&nbsp;","listText":"(Feb. 27) as investors engaged in some bargain hunting after last week's losses, the biggest percentage declines of 2023 for Wall Street's main benchmarks, as jitters persisted about coming interest rate hikes to tame stubbornly high inflation.&nbsp;","text":"(Feb. 27) as investors engaged in some bargain hunting after last week's losses, the biggest percentage declines of 2023 for Wall Street's main benchmarks, as jitters persisted about coming interest rate hikes to tame stubbornly high inflation.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940075562","isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}