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mimi pua
2023-04-11
[开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心]
mimi pua
2023-04-09
[龇牙] [龇牙] [龇牙] [龇牙] [龇牙] [龇牙] [龇牙] [龇牙] [龇牙] [龇牙] [龇牙] [龇牙]
mimi pua
2022-07-02
$泰国酿酒(Y92.SI)$
😊
mimi pua
2022-06-12
$泰国酿酒(Y92.SI)$
😊
mimi pua
2022-06-03
$富途控股(FUTU)$
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mimi pua
2022-06-22
$Nu Holdings Ltd.(NU)$
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mimi pua
2022-07-23
$泰国酿酒(Y92.SI)$
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mimi pua
2022-05-05
$苹果(AAPL)$
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mimi pua
2022-09-16
👍
英伟达、亚马逊被砍逾40%!分析师下调美股三季度盈利预期
mimi pua
2022-07-16
$AMC院线(AMC)$
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mimi pua
2022-07-11
$Roblox Corporation(RBLX)$
😊
mimi pua
2022-06-26
$富途控股(FUTU)$
👍
mimi pua
2022-06-24
$泰国酿酒(Y92.SI)$
😊
mimi pua
2022-06-03
$泰国酿酒(Y92.SI)$
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mimi pua
2022-05-28
$英伟达(NVDA)$
😊
mimi pua
2022-05-04
$泰国酿酒(Y92.SI)$
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mimi pua
01-05
❤❤❤❤❤❤❤❤❤❤
mimi pua
2022-09-11
[财迷]
mimi pua
2022-08-14
👍
Tesla, Ford Attract New Investments from Soros's Fund
mimi pua
2022-08-09
$泰国酿酒(Y92.SI)$
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Go to Tiger App to see more news
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20:49","market":"us","language":"zh","title":"英伟达、亚马逊被砍逾40%!分析师下调美股三季度盈利预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1180801556","media":"Wind资讯","summary":"眼下距离下一个美股财报季已经不远。鉴于通胀高企、经济放缓等宏观不利因素,分析师下调了对第三季度企业盈利的预期,像英伟达和亚马逊这样的科技公司调降幅度尤为明显。据Barron's,瑞士信贷的数据显示,分","content":"<html><head></head><body><p>眼下距离下一个美股财报季已经不远。鉴于通胀高企、经济放缓等宏观不利因素,分析师下调了对第三季度企业盈利的预期,像英伟达和亚马逊这样的科技公司调降幅度尤为明显。</p><p>据Barron's,瑞士信贷的数据显示,分析师对标普500指数成分股公司第三季度总体每股收益(EPS)的预估在过去两个月左右的时间里下降了5.5%。通胀居高不下侵蚀消费者需求,公司成本上涨速度超过消费者价格对利润率造成压力,同时,物价飙升迫使美联储大幅加息以抗击通胀,加大了未来经济放缓甚至陷入衰退的可能性,这些都成为分析师调降预期的理由。</p><p>利润减少的痛苦在科技行业尤为严重。该行业第三季度的盈利预期在过去几个月里下降了约11%,其中半导体行业的盈利预期下降了约15%,芯片制造巨头英伟达构成拖累。</p><p>分析师对英伟达EPS的普遍预期大降48%。凭借该公司超过3000亿美元的市值,其盈利的权重足以拖累对整个半导体行业的整体预测。</p><p>消费者需求下滑正在损害英伟达。该公司在8月底表示,宏观经济环境趋弱对其游戏芯片销售造成影响。英伟达预计当前财季的销售额约为59亿美元,比分析师的预期低10亿美元。Barron's指出,分析师已将销售预期下调至管理层的指导水平。在截至7月的上一个财季,英伟达的销售额为67亿美元。今年以来,该公司股价下跌超过55%。</p><p>电子商务是另一个遭遇挑战的科技领域。分析师对电商的盈利预期已下降约37%,部分原因是消费疲软。</p><p>亚马逊最近遇到的挑战也损及了对更广泛的在线零售业务的盈利预期,分析师已将季度利润预测下调约43%。</p><p>高盛分析师将亚马逊第三季度销售额预期从1285亿美元下调至1276亿美元,并将营业利润率预期从3.9%下调至2.6%,同时,还将EPS预期从37美分下调至22美分。分析师指出,不断上涨的劳动力成本、运费和能源成本正在蚕食利润率。亚马逊股价今年迄今下跌近23%。</p><p>考虑到经济环境和美联储政策的不确定性,科技股遭受的打击可能尚未结束。</p><p>高盛董事总经理Eric Sheridan在本周一次会议上对雅虎财经表示:“从本质上讲,科技股是一种高风险的投资类别。当人们不确定通胀率、宏观经济环境如何、美联储会做些什么时,都会产生不确定性。一旦风险出现,股票就被抛售。”</p><p>Sheridan指出,所有科技投资者的目标仍然集中在利率和经济前景上。美联储加快加息步伐以遏制通胀,会推高许多依靠新资金来刺激增长的科技公司的融资成本。与此同时,随着利率更快上升,经济放缓速度可能快于预期,并给仍处高位的科技股估值带来更大压力。</p><p>不过,乐观的观点认为,鉴于许多科技股已经受到重创,股价已反映盈利预期的下降,因此,如果实际业绩结果好于调降后的预期,可能会提振股价。Truist联席首席投资官Keith Lerner表示:“最大的市场资产是投资者的预期很低,而且已经为坏消息做好了准备。”</p></body></html>","source":"wind","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>英伟达、亚马逊被砍逾40%!分析师下调美股三季度盈利预期</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英伟达、亚马逊被砍逾40%!分析师下调美股三季度盈利预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-15 20:49 北京时间 <a href=https://t.wind.com.cn/mobwftweb/M/news.html?show=wft&shareCode=c28dc1e9ca8e30081236df34b0f14839&code=E4BA211334E2&newsopenstyle=wind&lan=cn&device=ios&fontsize=normal&related=true&version=22.7.5#/A226D2C867D7E1BC6D441DCACE59CE31><strong>Wind资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>眼下距离下一个美股财报季已经不远。鉴于通胀高企、经济放缓等宏观不利因素,分析师下调了对第三季度企业盈利的预期,像英伟达和亚马逊这样的科技公司调降幅度尤为明显。据Barron's,瑞士信贷的数据显示,分析师对标普500指数成分股公司第三季度总体每股收益(EPS)的预估在过去两个月左右的时间里下降了5.5%。通胀居高不下侵蚀消费者需求,公司成本上涨速度超过消费者价格对利润率造成压力,同时,物价飙升迫使...</p>\n\n<a href=\"https://t.wind.com.cn/mobwftweb/M/news.html?show=wft&shareCode=c28dc1e9ca8e30081236df34b0f14839&code=E4BA211334E2&newsopenstyle=wind&lan=cn&device=ios&fontsize=normal&related=true&version=22.7.5#/A226D2C867D7E1BC6D441DCACE59CE31\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/347452cc99fb488c45ccd900fcf3aa20","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://t.wind.com.cn/mobwftweb/M/news.html?show=wft&shareCode=c28dc1e9ca8e30081236df34b0f14839&code=E4BA211334E2&newsopenstyle=wind&lan=cn&device=ios&fontsize=normal&related=true&version=22.7.5#/A226D2C867D7E1BC6D441DCACE59CE31","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180801556","content_text":"眼下距离下一个美股财报季已经不远。鉴于通胀高企、经济放缓等宏观不利因素,分析师下调了对第三季度企业盈利的预期,像英伟达和亚马逊这样的科技公司调降幅度尤为明显。据Barron's,瑞士信贷的数据显示,分析师对标普500指数成分股公司第三季度总体每股收益(EPS)的预估在过去两个月左右的时间里下降了5.5%。通胀居高不下侵蚀消费者需求,公司成本上涨速度超过消费者价格对利润率造成压力,同时,物价飙升迫使美联储大幅加息以抗击通胀,加大了未来经济放缓甚至陷入衰退的可能性,这些都成为分析师调降预期的理由。利润减少的痛苦在科技行业尤为严重。该行业第三季度的盈利预期在过去几个月里下降了约11%,其中半导体行业的盈利预期下降了约15%,芯片制造巨头英伟达构成拖累。分析师对英伟达EPS的普遍预期大降48%。凭借该公司超过3000亿美元的市值,其盈利的权重足以拖累对整个半导体行业的整体预测。消费者需求下滑正在损害英伟达。该公司在8月底表示,宏观经济环境趋弱对其游戏芯片销售造成影响。英伟达预计当前财季的销售额约为59亿美元,比分析师的预期低10亿美元。Barron's指出,分析师已将销售预期下调至管理层的指导水平。在截至7月的上一个财季,英伟达的销售额为67亿美元。今年以来,该公司股价下跌超过55%。电子商务是另一个遭遇挑战的科技领域。分析师对电商的盈利预期已下降约37%,部分原因是消费疲软。亚马逊最近遇到的挑战也损及了对更广泛的在线零售业务的盈利预期,分析师已将季度利润预测下调约43%。高盛分析师将亚马逊第三季度销售额预期从1285亿美元下调至1276亿美元,并将营业利润率预期从3.9%下调至2.6%,同时,还将EPS预期从37美分下调至22美分。分析师指出,不断上涨的劳动力成本、运费和能源成本正在蚕食利润率。亚马逊股价今年迄今下跌近23%。考虑到经济环境和美联储政策的不确定性,科技股遭受的打击可能尚未结束。高盛董事总经理Eric Sheridan在本周一次会议上对雅虎财经表示:“从本质上讲,科技股是一种高风险的投资类别。当人们不确定通胀率、宏观经济环境如何、美联储会做些什么时,都会产生不确定性。一旦风险出现,股票就被抛售。”Sheridan指出,所有科技投资者的目标仍然集中在利率和经济前景上。美联储加快加息步伐以遏制通胀,会推高许多依靠新资金来刺激增长的科技公司的融资成本。与此同时,随着利率更快上升,经济放缓速度可能快于预期,并给仍处高位的科技股估值带来更大压力。不过,乐观的观点认为,鉴于许多科技股已经受到重创,股价已反映盈利预期的下降,因此,如果实际业绩结果好于调降后的预期,可能会提振股价。Truist联席首席投资官Keith Lerner表示:“最大的市场资产是投资者的预期很低,而且已经为坏消息做好了准备。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076763952,"gmtCreate":1657921351676,"gmtModify":1676536080447,"author":{"id":"4103404084830250","authorId":"4103404084830250","name":"mimi pua","avatar":"https://community-static.tradeup.com/news/013d4144cc186a0081494e672fd6ac18","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103404084830250","authorIdStr":"4103404084830250"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC院线(AMC)$</a>😊","listText":"<a 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Corporation(RBLX)$</a>😊","text":"$Roblox Corporation(RBLX)$😊","images":[{"img":"https://community-static.tradeup.com/news/41e63120eb3622f009483ae24ff5e7e6","width":"1080","height":"3087"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071389816","isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9048850695,"gmtCreate":1656197960918,"gmtModify":1676535781460,"author":{"id":"4103404084830250","authorId":"4103404084830250","name":"mimi pua","avatar":"https://community-static.tradeup.com/news/013d4144cc186a0081494e672fd6ac18","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103404084830250","authorIdStr":"4103404084830250"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FUTU\">$富途控股(FUTU)$</a>👍","listText":"<a 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publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1660347688,"share":"https://ttm.financial/m/news/2259721499?lang=&edition=fundamental","pubTime":"2022-08-13 07:41","market":"us","language":"en","title":"Tesla, Ford Attract New Investments from Soros's Fund","url":"https://stock-news.laohu8.com/highlight/detail?id=2259721499","media":"Dow Jones","summary":"Billionaire investor George Soros's investment fund has bought stakes in Tesla Inc. and Ford Motor Co. and added to existing stakes in EV makers Lucid Group Inc. and Nio Inc., according to a filing late Friday.The fund acquired 29.5 million shares of Ford in the reporting period ended in June, the filing showed It snapped up nearly 30,000 Tesla shares in a new position as well.New positions for the fund also included bets on Twitter Inc., the social-media company in the middle of a dispute with","content":"<html><head></head><body><p>Billionaire investor George Soros's investment fund has bought stakes in Tesla Inc. and Ford Motor Co. and added to existing stakes in EV makers Lucid Group Inc. and Nio Inc., according to a filing late Friday.</p><p>The fund acquired 29.5 million shares of Ford in the reporting period ended in June, the filing showed It snapped up nearly 30,000 Tesla shares in a new position as well.</p><p>New positions for the fund also included bets on Twitter Inc., the social-media company in the middle of a dispute with Tesla Chief Executive Elon Musk over their soured deal.</p><p>It offloaded some of its holdings in Rivian Automotive Inc., however, ending the reporting period with slightly less than 18 million shares, from previous holdings of around 20 million shares.</p><p>New stakes for the fund also included Las Vegas Sands Corp. and Uber Technologies Inc.</p><p>The fund sold all of its shares of Bank of America Corp. and Citigroup Inc. as well as gaming company Take Two Interactive Inc. , among others.</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>Tesla, Ford Attract New Investments from Soros's Fund</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla, Ford Attract New Investments from Soros's Fund\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-08-13 07:41</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Billionaire investor George Soros's investment fund has bought stakes in Tesla Inc. and Ford Motor Co. and added to existing stakes in EV makers Lucid Group Inc. and Nio Inc., according to a filing late Friday.</p><p>The fund acquired 29.5 million shares of Ford in the reporting period ended in June, the filing showed It snapped up nearly 30,000 Tesla shares in a new position as well.</p><p>New positions for the fund also included bets on Twitter Inc., the social-media company in the middle of a dispute with Tesla Chief Executive Elon Musk over their soured deal.</p><p>It offloaded some of its holdings in Rivian Automotive Inc., however, ending the reporting period with slightly less than 18 million shares, from previous holdings of around 20 million shares.</p><p>New stakes for the fund also included Las Vegas Sands Corp. and Uber Technologies Inc.</p><p>The fund sold all of its shares of Bank of America Corp. and Citigroup Inc. as well as gaming company Take Two Interactive Inc. , among others.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4511":"特斯拉概念","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","TSLA":"特斯拉","BK4574":"无人驾驶","F":"福特汽车","BK4099":"汽车制造商","RIVN":"Rivian Automotive, Inc.","BK4550":"红杉资本持仓","BK4555":"新能源车","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4527":"明星科技股","BK4534":"瑞士信贷持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259721499","content_text":"Billionaire investor George Soros's investment fund has bought stakes in Tesla Inc. and Ford Motor Co. and added to existing stakes in EV makers Lucid Group Inc. and Nio Inc., according to a filing late Friday.The fund acquired 29.5 million shares of Ford in the reporting period ended in June, the filing showed It snapped up nearly 30,000 Tesla shares in a new position as well.New positions for the fund also included bets on Twitter Inc., the social-media company in the middle of a dispute with Tesla Chief Executive Elon Musk over their soured deal.It offloaded some of its holdings in Rivian Automotive Inc., however, ending the reporting period with slightly less than 18 million shares, from previous holdings of around 20 million shares.New stakes for the fund also included Las Vegas Sands Corp. and Uber Technologies Inc.The fund sold all of its shares of Bank of America Corp. and Citigroup Inc. as well as gaming company Take Two Interactive Inc. , among others.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904395832,"gmtCreate":1660000913628,"gmtModify":1703476667405,"author":{"id":"4103404084830250","authorId":"4103404084830250","name":"mimi pua","avatar":"https://community-static.tradeup.com/news/013d4144cc186a0081494e672fd6ac18","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4103404084830250","authorIdStr":"4103404084830250"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/Y92.SI\">$泰国酿酒(Y92.SI)$</a>😊","listText":"<a 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