在记忆里寻找你 personal page - To The Moon

在记忆里寻找你

在记忆里寻找你

🙇🏻‍♂️老老实实🚀向💰冲💪🥳❤️

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在记忆里寻找你

2022-09-20

Todays gg again...[流泪] $Adobe(ADBE)$

在记忆里寻找你

2022-12-06

[捂脸] [难过] [难过] [难过] [难过] tesla ,apple.....

在记忆里寻找你

2023-06-23

[流泪] [流泪] [流泪] [害羞] [害羞] [害羞] [生气] [真香] [生气] [惊讶] [害羞] [害羞]

在记忆里寻找你

2022-11-29

$二倍做空能源ETF-Direxion(ERY)$

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在记忆里寻找你

2022-11-23

$富敦新加坡货币市场基金 A SGD(SG9999005961.SGD)$

在记忆里寻找你

2023-02-16

$特斯拉(TSLA)$

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在记忆里寻找你

2022-12-06

$Shopify Inc(SHOP)$

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在记忆里寻找你

2022-09-22

$AAPL 20220923 162.5 CALL$ my apple is said

在记忆里寻找你

2022-09-06

I see some hope.💰$lululemon athletica(LULU)$

在记忆里寻找你

2023-03-30

$标普500ETF(SPY)$

@OptionsTracker:Hot stocks covered call reference [March 30]

在记忆里寻找你

2023-09-04

$英伟达(NVDA)$ this is a good

在记忆里寻找你

2023-06-25

666666666666666666666

在记忆里寻找你

2022-12-07

$标普500ETF(SPY)$ ETF $Meta Platforms(META)$

在记忆里寻找你

2022-12-06

tesla$特斯拉(TSLA)$

Top Calls on Wall Street: Apple, Tesla, Google, Coinbase, Starbucks, JPMorgan Chase and More

在记忆里寻找你

2022-11-21

$特斯拉(TSLA)$

期权大单 | 本周看涨，资金“押宝”特斯拉！机构唱空，Coinbase继续“跌不停”？

在记忆里寻找你

10-27

$TIGR 20241101 7.0 CALL$ Hope Tiger can be strong!!!! Like TESLA @tesla$特斯拉(TSLA)$

在记忆里寻找你

2023-06-15

tiger is good plbroker

在记忆里寻找你

2023-06-12

Tesla$苹果(AAPL)$ apple

在记忆里寻找你

2023-06-08

666666$苹果(AAPL)$ apple is good

在记忆里寻找你

2023-05-31

$特斯拉(TSLA)$

马斯克与曾毓群会面，谈了什么？

Go to Tiger App to see more news

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Like TESLA @tesla$特斯拉(TSLA)$","images":[{"img":"https://community-static.tradeup.com/news/5215bfee093620b6de4a6725c09fffa7","width":"1260","height":"2818"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/364340888801520","isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":342140793208936,"gmtCreate":1724552423822,"gmtModify":1724552427001,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"在记忆里寻找你","avatar":"https://community-static.tradeup.com/news/36a21f43f8afc687f42d0c0ae67fd476","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4118111696126822","authorIdStr":"4118111696126822"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/U/4180165723785092\">@Buffett Investment Tracker </a>&nbsp;","listText":"<a href=\"https://ttm.financial/U/4180165723785092\">@Buffett Investment Tracker </a>&nbsp;","text":"@Buffett Investment Tracker","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/342140793208936","repostId":"341508325429616","repostType":1,"repost":{"id":341508325429616,"gmtCreate":1724397553326,"gmtModify":1724397750310,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"【一週科技動態】巴菲特拋後，蘋果最大的買家是？","htmlText":"漲跌紛紜——一週大科技表現科技股在本週前四天仍然表現穩定，繼上週的恐慌拋售後連續反彈。儘管在美聯儲官員放風不及市場預期鴿派，降息預期有所回落的情景下，市場也沒有放棄進一步的降息預期。另外，現金流充裕的公司在財報過後仍有大量的回購額度支撐股價至8月23日收盤，過去一週大科技公司表現不一，但都波動不大。其中 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> +1.55%， <a href=\"https://laohu8.com/S/NVDA\">$英偉達(NVDA)$</a> +0.72%，而 <a href=\"https://laohu8.com/S/AAPL\">$蘋果(AAPL)$</a> -0.08%， <a href=\"https://laohu8.com/S/AMZN\">$亞馬遜(AMZN)$</a> -0.82%, <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> -1.00%， <a href=\"https://laohu8.com/S/MSFT\">$微軟(MSFT)$</a> -1.30%，TSLA-1.63%。影響資產組合的核心交易策略——一週大科技核心觀點巴菲特走後，誰是蘋果最大支撐？13F公佈後，巴菲特對AAPL的大減倉給市場帶來新的風向之後，科技股目前最大的買家，可能就是公司本身（的回購）。自Apple將回購額度提升至1100億美元的新高之後，第三財季單季就回購了260億美元的股票，相當於一整家達美航空的市值。但儘管如此，Apple今年的EBITDA仍然可能超過1300億美元，遠遠超過目前回購額度綜合。雖然這兩年你的資本支出","listText":"漲跌紛紜——一週大科技表現科技股在本週前四天仍然表現穩定，繼上週的恐慌拋售後連續反彈。儘管在美聯儲官員放風不及市場預期鴿派，降息預期有所回落的情景下，市場也沒有放棄進一步的降息預期。另外，現金流充裕的公司在財報過後仍有大量的回購額度支撐股價至8月23日收盤，過去一週大科技公司表現不一，但都波動不大。其中 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> +1.55%， <a href=\"https://laohu8.com/S/NVDA\">$英偉達(NVDA)$</a> +0.72%，而 <a href=\"https://laohu8.com/S/AAPL\">$蘋果(AAPL)$</a> -0.08%， <a href=\"https://laohu8.com/S/AMZN\">$亞馬遜(AMZN)$</a> -0.82%, <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> -1.00%， <a href=\"https://laohu8.com/S/MSFT\">$微軟(MSFT)$</a> -1.30%，TSLA-1.63%。影響資產組合的核心交易策略——一週大科技核心觀點巴菲特走後，誰是蘋果最大支撐？13F公佈後，巴菲特對AAPL的大減倉給市場帶來新的風向之後，科技股目前最大的買家，可能就是公司本身（的回購）。自Apple將回購額度提升至1100億美元的新高之後，第三財季單季就回購了260億美元的股票，相當於一整家達美航空的市值。但儘管如此，Apple今年的EBITDA仍然可能超過1300億美元，遠遠超過目前回購額度綜合。雖然這兩年你的資本支出","text":"漲跌紛紜——一週大科技表現科技股在本週前四天仍然表現穩定，繼上週的恐慌拋售後連續反彈。儘管在美聯儲官員放風不及市場預期鴿派，降息預期有所回落的情景下，市場也沒有放棄進一步的降息預期。另外，現金流充裕的公司在財報過後仍有大量的回購額度支撐股價至8月23日收盤，過去一週大科技公司表現不一，但都波動不大。其中 $谷歌(GOOG)$ $谷歌A(GOOGL)$ +1.55%， $英偉達(NVDA)$ +0.72%，而 $蘋果(AAPL)$ -0.08%， $亞馬遜(AMZN)$ -0.82%, $Meta Platforms(META)$ -1.00%， $微軟(MSFT)$ -1.30%，TSLA-1.63%。影響資產組合的核心交易策略——一週大科技核心觀點巴菲特走後，誰是蘋果最大支撐？13F公佈後，巴菲特對AAPL的大減倉給市場帶來新的風向之後，科技股目前最大的買家，可能就是公司本身（的回購）。自Apple將回購額度提升至1100億美元的新高之後，第三財季單季就回購了260億美元的股票，相當於一整家達美航空的市值。但儘管如此，Apple今年的EBITDA仍然可能超過1300億美元，遠遠超過目前回購額度綜合。雖然這兩年你的資本支出","images":[{"img":"https://static.tigerbbs.com/d82ed67668611d1ae64df0a4091ec9d8","width":"1000","height":"471"},{"img":"https://static.tigerbbs.com/b55b31aeb87e4557ad3dce7201cb8f25","width":"2888","height":"1056"},{"img":"https://static.tigerbbs.com/0b5bf3ab75dbc8d3d9bf757ffe20cc28","width":"955","height":"522"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/341508325429616","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":285902189314296,"gmtCreate":1710835060386,"gmtModify":1710835064862,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"在记忆里寻找你","avatar":"https://community-static.tradeup.com/news/36a21f43f8afc687f42d0c0ae67fd476","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4118111696126822","authorIdStr":"4118111696126822"},"themes":[],"htmlText":"Top 500 🎩🔝","listText":"Top 500 🎩🔝","text":"Top 500 🎩🔝","images":[{"img":"https://community-static.tradeup.com/news/8b953dde0a72b1e41d92fa271da27bb7","width":"1260","height":"1596"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/285902189314296","isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":279293523873944,"gmtCreate":1709208498402,"gmtModify":1709208500459,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"在记忆里寻找你","avatar":"https://community-static.tradeup.com/news/36a21f43f8afc687f42d0c0ae67fd476","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4118111696126822","authorIdStr":"4118111696126822"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MMM\">$3M(MMM)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/MMM\">$3M(MMM)$ </a>&nbsp;","text":"$3M(MMM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/279293523873944","repostId":"1141165352","repostType":2,"repost":{"id":"1141165352","weMediaInfo":{"introduction":"提供即時金融資訊、行情、數據，旨在幫助投資者理解世界，做投資決策。","home_visible":1,"media_name":"老虎資訊","id":"1059071526","head_image":"https://community-static.tradeup.com/news/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1709194942,"share":"https://ttm.financial/m/news/1141165352?lang=&edition=fundamental","pubTime":"2024-02-29 16:22","market":"hk","language":"zh","title":"市面上派息最高的三大股息之王","url":"https://stock-news.laohu8.com/highlight/detail?id=1141165352","media":"老虎資訊","summary":"為了舒適的退休生活，應該考慮像這三大股息之王公司。它們也是當今股息之王名單上收益最高的股票。價格首當其沖地受到壞消息的影響，自上一季報告以來價格大幅下跌。復甦的潛力及其穩固的股息之王地位讓我對 3M 非常看好。如今，3M 的年度股息收益率為 6.5%，年度股息率為每股 6.04 美元。此外，該公司仍有機會超越其指引並維持其股息之王的地位。該公司提供了股利王名單中最高的股息率，每股3.92美元或9.5％的年度股息率。","content":"<html><head></head><body><ul style=\"\"><li><p>為了舒適的退休生活，應該考慮像這三大股息之王公司。</p></li></ul><ul style=\"\"><li><p> <a href=\"https://laohu8.com/S/MMM\">3M</a>  （MMM）：如果您想要高品質的股息收入和多樣性，MMM股票適合您。</p></li><li><p> <a href=\"https://laohu8.com/S/LEG\">礼恩派</a>   ( LEG )：這家彈簧床墊製造商的縮水業績要麼是一個早期警告，要麼是以極大折扣購買的最後機會。</p></li><li><p> <a href=\"https://laohu8.com/S/MO\">奥驰亚</a> （MO）：這家股利皇族正在逐漸增加其無煙產品市場份額。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80e1512531ea422dd727f7d1b2e0dc56\" alt=\"\" title=\"\" tg-width=\"768\" tg-height=\"432\"/></p><p>細價股和新創公司可能非常適合投機，但建立退休投資組合需要更高的穩定性。為黃金歲月做好準備需要成長、安全，更重要的是收入的結合。雖然一週內資金翻倍令人興奮，但投資卻絕非如此。</p><p>股息增長投資者需要收入，當然還需要股息成長，而股息之王應該是您的首選。至少在過去 50 年裡，這些優質股利股票的股利支付持續增加。價格走勢可能會波動，過去的表現可能不會預示未來，但這三位皇室成員將一致性和高收益結合在一起，非常適合長期投資。它們也是當今股息之王名單上收益最高的股票。</p><h2 id=\"id_1552052493\"> <a href=\"https://laohu8.com/S/MMM\">3M</a> （MMM）</h2><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4f9667436814ffec09831a36801b10d\" tg-width=\"560\" tg-height=\"240\"/></p><p>如果要查找「萬事通」的定義，3M（NYSE：MMM）將是一個很好的例子。其廣泛的產品使其成為一家非常多元化的公司，非常適合希望增加對不同行業的投資並在多元化更為重要的時期提供緩衝的投資者。它還擁有100多年的股息支付記錄（使其成為股息殭屍） 和64年的連續股息成長。</p><p>3M 的2023 年經歷了相當坎坷，銷售額持平，幾起引人注目的訴訟佔用了其全年利潤的很大一部分。分析師也對該股表示謹慎，給予其「持有」評級。價格首當其沖地受到壞消息的影響，自上一季報告以來價格大幅下跌。 </p><p>對某些人來說，這似乎是不購買 MMM 的一系列理由，但對我來說，這似乎是一個以便宜的價格收購高收益股息王的黃金機會。該公司預計 2024 年全年每股收益 ( EPS ) 為 9.35 美元至 9.75 美元，這也讓我相信它仍然可以提供持續的股息成長。這些訴訟基本上已經結束，並且已經被定價。復甦的潛力及其穩固的股息之王地位讓我對 3M 非常看好。 </p><p>如今，3M 的年度股息收益率為 6.5%，年度股息率為每股 6.04 美元。</p><h2 id=\"id_1609413874\"><a href=\"https://laohu8.com/S/LEG\">礼恩派</a>（LEG）</h2><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5f1756693435dc7dfdbfd04fd351575\" tg-width=\"560\" tg-height=\"240\"/></p><p>Leggett &amp; Platt（NYSE：LEG ）以其 ComfortCore 內建彈簧而聞名，生產家庭、辦公室和汽車中的各種零件。 </p><p>如果我們純粹從年度股息收益率來看，LEG 是最有力的競爭者之一，每股 1.84 美元，即 8.93%。然而，投資者應該知道，該公司最近的財務狀況描繪了其作為股息之王的未來的不確定前景。  </p><p>整體而言，第四季銷售額年減7%，達到 11 億美元。同時，2023年全年銷售額為47億美元，較2022年下降8%。然而，真正的問題是，該公司預計2024年銷售額將繼續下降，調整後的2024財年每股收益預計在1.05美元左右至 1.35 美元——遠低於今年預計的股息支付。 </p><p>儘管如此，LEG 並不會不戰而屈人之兵。該公司在最新報告中宣布了一項重組計劃，以優化盈利能力，同時降低成本。此外，該公司仍有機會超越其指引並維持其股息之王的地位。自 2023 年最後一個交易日以來，價格已下跌 21%，可能為其帶來更大的復甦空間。然而，我需要強調的是，LEG 是一種有風險的股利投資方式。因此，請仔細考慮，或等待進一步的發展，然後再購買這個陷入困境的股息之王。 </p><h2 id=\"id_2002823079\"> <a href=\"https://laohu8.com/S/MO\">奥驰亚</a> （MO）</h2><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f7440e63677a93765e31f0575324568\" tg-width=\"560\" tg-height=\"240\"/></p><p>罪惡股可能不是每個人的菜。但是，那些尋求收益的人在放棄Altria Group（NYSE:MO）之前可能會三思。 Altria以在煙草行業中經營的控股公司而聞名，是馬爾博羅和菲利普·莫里斯等品牌的製造商。該公司提供了股利王名單中最高的股息率，每股3.92美元或9.5％的年度股息率。 MO在過去的54年中已經連續58次增加了股息。</p><p>MO的2023年全年數據已經出爐。收入和扣除消費稅的收入分別下降了2.4％和0.9％。另一方面，報告的稀釋每股盈利增加了43.3％，而調整後的每股盈利增加了2.3％。該公司2023年的一個關鍵亮點是其對NJOY控股公司的收購，這有助於MO通過增加其無煙產品的市場份額並報告其出貨量和零售份額的增加而擴大其業務版圖。 MO還宣布了一項10億美元的股份回購計劃，進一步提高了股東價值。因此，如果您想要從市場上具有強大地位的公司中獲得穩定的收入，那麼MO可能適合您。</p><p><em>截至發布之日，Rick Orford 並未（直接或間接）持有本文提及的證券的任何頭寸。本文所表達的觀點僅代表作者的觀點。</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>市面上派息最高的三大股息之王</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; 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class=\"title\">\n市面上派息最高的三大股息之王\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1059071526\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎資訊 </p>\n<p class=\"h-time\">2024-02-29 16:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>為了舒適的退休生活，應該考慮像這三大股息之王公司。</p></li></ul><ul style=\"\"><li><p> <a href=\"https://laohu8.com/S/MMM\">3M</a>  （MMM）：如果您想要高品質的股息收入和多樣性，MMM股票適合您。</p></li><li><p> <a href=\"https://laohu8.com/S/LEG\">礼恩派</a>   ( LEG )：這家彈簧床墊製造商的縮水業績要麼是一個早期警告，要麼是以極大折扣購買的最後機會。</p></li><li><p> <a href=\"https://laohu8.com/S/MO\">奥驰亚</a> （MO）：這家股利皇族正在逐漸增加其無煙產品市場份額。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80e1512531ea422dd727f7d1b2e0dc56\" alt=\"\" title=\"\" tg-width=\"768\" tg-height=\"432\"/></p><p>細價股和新創公司可能非常適合投機，但建立退休投資組合需要更高的穩定性。為黃金歲月做好準備需要成長、安全，更重要的是收入的結合。雖然一週內資金翻倍令人興奮，但投資卻絕非如此。</p><p>股息增長投資者需要收入，當然還需要股息成長，而股息之王應該是您的首選。至少在過去 50 年裡，這些優質股利股票的股利支付持續增加。價格走勢可能會波動，過去的表現可能不會預示未來，但這三位皇室成員將一致性和高收益結合在一起，非常適合長期投資。它們也是當今股息之王名單上收益最高的股票。</p><h2 id=\"id_1552052493\"> <a href=\"https://laohu8.com/S/MMM\">3M</a> （MMM）</h2><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4f9667436814ffec09831a36801b10d\" tg-width=\"560\" tg-height=\"240\"/></p><p>如果要查找「萬事通」的定義，3M（NYSE：MMM）將是一個很好的例子。其廣泛的產品使其成為一家非常多元化的公司，非常適合希望增加對不同行業的投資並在多元化更為重要的時期提供緩衝的投資者。它還擁有100多年的股息支付記錄（使其成為股息殭屍） 和64年的連續股息成長。</p><p>3M 的2023 年經歷了相當坎坷，銷售額持平，幾起引人注目的訴訟佔用了其全年利潤的很大一部分。分析師也對該股表示謹慎，給予其「持有」評級。價格首當其沖地受到壞消息的影響，自上一季報告以來價格大幅下跌。 </p><p>對某些人來說，這似乎是不購買 MMM 的一系列理由，但對我來說，這似乎是一個以便宜的價格收購高收益股息王的黃金機會。該公司預計 2024 年全年每股收益 ( EPS ) 為 9.35 美元至 9.75 美元，這也讓我相信它仍然可以提供持續的股息成長。這些訴訟基本上已經結束，並且已經被定價。復甦的潛力及其穩固的股息之王地位讓我對 3M 非常看好。 </p><p>如今，3M 的年度股息收益率為 6.5%，年度股息率為每股 6.04 美元。</p><h2 id=\"id_1609413874\"><a href=\"https://laohu8.com/S/LEG\">礼恩派</a>（LEG）</h2><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5f1756693435dc7dfdbfd04fd351575\" tg-width=\"560\" tg-height=\"240\"/></p><p>Leggett &amp; Platt（NYSE：LEG ）以其 ComfortCore 內建彈簧而聞名，生產家庭、辦公室和汽車中的各種零件。 </p><p>如果我們純粹從年度股息收益率來看，LEG 是最有力的競爭者之一，每股 1.84 美元，即 8.93%。然而，投資者應該知道，該公司最近的財務狀況描繪了其作為股息之王的未來的不確定前景。  </p><p>整體而言，第四季銷售額年減7%，達到 11 億美元。同時，2023年全年銷售額為47億美元，較2022年下降8%。然而，真正的問題是，該公司預計2024年銷售額將繼續下降，調整後的2024財年每股收益預計在1.05美元左右至 1.35 美元——遠低於今年預計的股息支付。 </p><p>儘管如此，LEG 並不會不戰而屈人之兵。該公司在最新報告中宣布了一項重組計劃，以優化盈利能力，同時降低成本。此外，該公司仍有機會超越其指引並維持其股息之王的地位。自 2023 年最後一個交易日以來，價格已下跌 21%，可能為其帶來更大的復甦空間。然而，我需要強調的是，LEG 是一種有風險的股利投資方式。因此，請仔細考慮，或等待進一步的發展，然後再購買這個陷入困境的股息之王。 </p><h2 id=\"id_2002823079\"> <a href=\"https://laohu8.com/S/MO\">奥驰亚</a> （MO）</h2><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f7440e63677a93765e31f0575324568\" tg-width=\"560\" tg-height=\"240\"/></p><p>罪惡股可能不是每個人的菜。但是，那些尋求收益的人在放棄Altria Group（NYSE:MO）之前可能會三思。 Altria以在煙草行業中經營的控股公司而聞名，是馬爾博羅和菲利普·莫里斯等品牌的製造商。該公司提供了股利王名單中最高的股息率，每股3.92美元或9.5％的年度股息率。 MO在過去的54年中已經連續58次增加了股息。</p><p>MO的2023年全年數據已經出爐。收入和扣除消費稅的收入分別下降了2.4％和0.9％。另一方面，報告的稀釋每股盈利增加了43.3％，而調整後的每股盈利增加了2.3％。該公司2023年的一個關鍵亮點是其對NJOY控股公司的收購，這有助於MO通過增加其無煙產品的市場份額並報告其出貨量和零售份額的增加而擴大其業務版圖。 MO還宣布了一項10億美元的股份回購計劃，進一步提高了股東價值。因此，如果您想要從市場上具有強大地位的公司中獲得穩定的收入，那麼MO可能適合您。</p><p><em>截至發布之日，Rick Orford 並未（直接或間接）持有本文提及的證券的任何頭寸。本文所表達的觀點僅代表作者的觀點。</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/80e1512531ea422dd727f7d1b2e0dc56","relate_stocks":{"LEG":"礼恩派","MO":"奥驰亚","MMM":"3M"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141165352","content_text":"為了舒適的退休生活，應該考慮像這三大股息之王公司。 3M  （MMM）：如果您想要高品質的股息收入和多樣性，MMM股票適合您。 礼恩派   ( LEG )：這家彈簧床墊製造商的縮水業績要麼是一個早期警告，要麼是以極大折扣購買的最後機會。 奥驰亚 （MO）：這家股利皇族正在逐漸增加其無煙產品市場份額。細價股和新創公司可能非常適合投機，但建立退休投資組合需要更高的穩定性。為黃金歲月做好準備需要成長、安全，更重要的是收入的結合。雖然一週內資金翻倍令人興奮，但投資卻絕非如此。股息增長投資者需要收入，當然還需要股息成長，而股息之王應該是您的首選。至少在過去 50 年裡，這些優質股利股票的股利支付持續增加。價格走勢可能會波動，過去的表現可能不會預示未來，但這三位皇室成員將一致性和高收益結合在一起，非常適合長期投資。它們也是當今股息之王名單上收益最高的股票。 3M （MMM）如果要查找「萬事通」的定義，3M（NYSE：MMM）將是一個很好的例子。其廣泛的產品使其成為一家非常多元化的公司，非常適合希望增加對不同行業的投資並在多元化更為重要的時期提供緩衝的投資者。它還擁有100多年的股息支付記錄（使其成為股息殭屍） 和64年的連續股息成長。3M 的2023 年經歷了相當坎坷，銷售額持平，幾起引人注目的訴訟佔用了其全年利潤的很大一部分。分析師也對該股表示謹慎，給予其「持有」評級。價格首當其沖地受到壞消息的影響，自上一季報告以來價格大幅下跌。 對某些人來說，這似乎是不購買 MMM 的一系列理由，但對我來說，這似乎是一個以便宜的價格收購高收益股息王的黃金機會。該公司預計 2024 年全年每股收益 ( EPS ) 為 9.35 美元至 9.75 美元，這也讓我相信它仍然可以提供持續的股息成長。這些訴訟基本上已經結束，並且已經被定價。復甦的潛力及其穩固的股息之王地位讓我對 3M 非常看好。 如今，3M 的年度股息收益率為 6.5%，年度股息率為每股 6.04 美元。礼恩派（LEG）Leggett & Platt（NYSE：LEG ）以其 ComfortCore 內建彈簧而聞名，生產家庭、辦公室和汽車中的各種零件。 如果我們純粹從年度股息收益率來看，LEG 是最有力的競爭者之一，每股 1.84 美元，即 8.93%。然而，投資者應該知道，該公司最近的財務狀況描繪了其作為股息之王的未來的不確定前景。  整體而言，第四季銷售額年減7%，達到 11 億美元。同時，2023年全年銷售額為47億美元，較2022年下降8%。然而，真正的問題是，該公司預計2024年銷售額將繼續下降，調整後的2024財年每股收益預計在1.05美元左右至 1.35 美元——遠低於今年預計的股息支付。 儘管如此，LEG 並不會不戰而屈人之兵。該公司在最新報告中宣布了一項重組計劃，以優化盈利能力，同時降低成本。此外，該公司仍有機會超越其指引並維持其股息之王的地位。自 2023 年最後一個交易日以來，價格已下跌 21%，可能為其帶來更大的復甦空間。然而，我需要強調的是，LEG 是一種有風險的股利投資方式。因此，請仔細考慮，或等待進一步的發展，然後再購買這個陷入困境的股息之王。  奥驰亚 （MO）罪惡股可能不是每個人的菜。但是，那些尋求收益的人在放棄Altria Group（NYSE:MO）之前可能會三思。 Altria以在煙草行業中經營的控股公司而聞名，是馬爾博羅和菲利普·莫里斯等品牌的製造商。該公司提供了股利王名單中最高的股息率，每股3.92美元或9.5％的年度股息率。 MO在過去的54年中已經連續58次增加了股息。MO的2023年全年數據已經出爐。收入和扣除消費稅的收入分別下降了2.4％和0.9％。另一方面，報告的稀釋每股盈利增加了43.3％，而調整後的每股盈利增加了2.3％。該公司2023年的一個關鍵亮點是其對NJOY控股公司的收購，這有助於MO通過增加其無煙產品的市場份額並報告其出貨量和零售份額的增加而擴大其業務版圖。 MO還宣布了一項10億美元的股份回購計劃，進一步提高了股東價值。因此，如果您想要從市場上具有強大地位的公司中獲得穩定的收入，那麼MO可能適合您。截至發布之日，Rick Orford 並未（直接或間接）持有本文提及的證券的任何頭寸。本文所表達的觀點僅代表作者的觀點。","news_type":1},"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":278536369004848,"gmtCreate":1709029681972,"gmtModify":1709029684506,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"在记忆里寻找你","avatar":"https://community-static.tradeup.com/news/36a21f43f8afc687f42d0c0ae67fd476","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4118111696126822","authorIdStr":"4118111696126822"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/278536369004848","repostId":"2414821884","repostType":2,"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":259125146259688,"gmtCreate":1704275450632,"gmtModify":1704275453175,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"在记忆里寻找你","avatar":"https://community-static.tradeup.com/news/36a21f43f8afc687f42d0c0ae67fd476","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4118111696126822","authorIdStr":"4118111696126822"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$特斯拉(TSLA)$","images":[{"img":"https://community-static.tradeup.com/news/c2b873b0437cc6ffd78432f08d1bdf94","width":"1080","height":"1450"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/259125146259688","isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":248682391916544,"gmtCreate":1701751560623,"gmtModify":1701751564069,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"在记忆里寻找你","avatar":"https://community-static.tradeup.com/news/36a21f43f8afc687f42d0c0ae67fd476","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4118111696126822","authorIdStr":"4118111696126822"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248682391916544","repostId":"1134556109","repostType":2,"repost":{"id":"1134556109","weMediaInfo":{"introduction":"提供即時金融資訊、行情、數據，旨在幫助投資者理解世界，做投資決策。","home_visible":1,"media_name":"老虎資訊","id":"1059071526","head_image":"https://community-static.tradeup.com/news/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1701743018,"share":"https://ttm.financial/m/news/1134556109?lang=&edition=fundamental","pubTime":"2023-12-05 10:23","market":"hk","language":"zh","title":"這些股票今年股價已翻倍，分析師認爲它們還有更大的上升空間","url":"https://stock-news.laohu8.com/highlight/detail?id=1134556109","media":"老虎資訊","summary":"隨著2023年接近尾聲，CNBC Pro 使用其股票篩選工具尋找市值超過100億美元的股票，這些股票今年已經翻倍，華爾街認為它們還有進一步升值的空間，分析師預期至少有5%的上升空間。即使在2023年的增長之後，分析師平均預測Nvidia股票將進一步上漲37%，因為該公司繼續超越分析師的預期。股票上漲了逾263%，平均分析師價格目標暗示著另外33%的上升空間。共識價格目標預測還有34%的潛在上升空間。Uber的股票在周一宣布納入標普500指數的消息後上漲了逾5%。","content":"<html><head></head><body><p><em>編譯自 CNBC《These stocks have doubled this year and analysts say they have even more to go》</em></p><p>今年，在2022年受到沉重打擊的眾多股票中取得了卓越的回報，現在華爾街預期這種動能將在未來幾個月持續。</p><p>由於聯邦儲備系統進行激進的利率上調和去年從成長行業轉移的影響，股市已經從2008年以來的最差年度損失中恢復過來。</p><p>這一反彈部分來自於對人工智慧的興奮，推動了流行技術股票的股價上漲。隨著支出保持強勁，消費者自由度名稱也反彈。</p><p>隨著2023年接近尾聲，CNBC Pro 使用其股票篩選工具尋找市值超過100億美元的股票，這些股票今年已經翻倍，華爾街認為它們還有進一步升值的空間，分析師預期至少有5%的上升空間。</p><p><strong>以下是進入榜單的公司：</strong></p><p>考慮到2023年對人工智慧的熱情，顯然不足為奇， <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> Nvidia和 <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> 都符合標準。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1882bb634972d820151e316a6cc25c3\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>由於投資者押注該公司製造的用於推動許多人工智慧大型語言模型的圖形處理單元的需求增加，Nvidia的股價已經增長了三倍以上。即使在2023年的增長之後，分析師平均預測Nvidia股票將進一步上漲37%，因為該公司繼續超越分析師的預期。</p><p>Meta Platforms在這家社交媒體公司繼續削減成本並專注於所謂的“效率之年”之際，已經上漲了近170%。Meta也押注在人工智慧上，今年早些時候披露了用於協助處理人工智慧和視頻任務的定制計算機芯片。平均分析師價格目標暗示著將近15%的上升空間。</p><p><a href=\"https://laohu8.com/S/APP\">AppLovin Corporation</a> 的股票在該組中取得了最大的增長。股票上漲了逾263%，平均分析師價格目標暗示著另外33%的上升空間。低調的人工智慧投資 <a href=\"https://laohu8.com/S/SMCI\">超微电脑</a> Super Micro Computer的表現也差不多，2023年上漲了逾228%。共識價格目標預測還有34%的潛在上升空間。</p><p><a href=\"https://laohu8.com/S/RCL\">皇家加勒比邮轮</a> 和 <a href=\"https://laohu8.com/S/UBER\">优步</a> Uber Technologies也入選，股票分別上漲了124%和約132%。Uber的股票在周一宣布納入標普500指數的消息後上漲了逾5%。</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>這些股票今年股價已翻倍，分析師認爲它們還有更大的上升空間</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ 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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這些股票今年股價已翻倍，分析師認爲它們還有更大的上升空間\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1059071526\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎資訊 </p>\n<p class=\"h-time\">2023-12-05 10:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><em>編譯自 CNBC《These stocks have doubled this year and analysts say they have even more to go》</em></p><p>今年，在2022年受到沉重打擊的眾多股票中取得了卓越的回報，現在華爾街預期這種動能將在未來幾個月持續。</p><p>由於聯邦儲備系統進行激進的利率上調和去年從成長行業轉移的影響，股市已經從2008年以來的最差年度損失中恢復過來。</p><p>這一反彈部分來自於對人工智慧的興奮，推動了流行技術股票的股價上漲。隨著支出保持強勁，消費者自由度名稱也反彈。</p><p>隨著2023年接近尾聲，CNBC Pro 使用其股票篩選工具尋找市值超過100億美元的股票，這些股票今年已經翻倍，華爾街認為它們還有進一步升值的空間，分析師預期至少有5%的上升空間。</p><p><strong>以下是進入榜單的公司：</strong></p><p>考慮到2023年對人工智慧的熱情，顯然不足為奇， <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> Nvidia和 <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> 都符合標準。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1882bb634972d820151e316a6cc25c3\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>由於投資者押注該公司製造的用於推動許多人工智慧大型語言模型的圖形處理單元的需求增加，Nvidia的股價已經增長了三倍以上。即使在2023年的增長之後，分析師平均預測Nvidia股票將進一步上漲37%，因為該公司繼續超越分析師的預期。</p><p>Meta Platforms在這家社交媒體公司繼續削減成本並專注於所謂的“效率之年”之際，已經上漲了近170%。Meta也押注在人工智慧上，今年早些時候披露了用於協助處理人工智慧和視頻任務的定制計算機芯片。平均分析師價格目標暗示著將近15%的上升空間。</p><p><a href=\"https://laohu8.com/S/APP\">AppLovin Corporation</a> 的股票在該組中取得了最大的增長。股票上漲了逾263%，平均分析師價格目標暗示著另外33%的上升空間。低調的人工智慧投資 <a href=\"https://laohu8.com/S/SMCI\">超微电脑</a> Super Micro Computer的表現也差不多，2023年上漲了逾228%。共識價格目標預測還有34%的潛在上升空間。</p><p><a href=\"https://laohu8.com/S/RCL\">皇家加勒比邮轮</a> 和 <a href=\"https://laohu8.com/S/UBER\">优步</a> Uber Technologies也入選，股票分別上漲了124%和約132%。Uber的股票在周一宣布納入標普500指數的消息後上漲了逾5%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fa2623071c8a51be9f3f6332f4d4efee","relate_stocks":{"NVDA":"英伟达","APP":"AppLovin Corporation","UBER":"优步","META":"Meta Platforms, Inc.","RCL":"皇家加勒比邮轮"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134556109","content_text":"編譯自 CNBC《These stocks have doubled this year and analysts say they have even more to go》今年，在2022年受到沉重打擊的眾多股票中取得了卓越的回報，現在華爾街預期這種動能將在未來幾個月持續。由於聯邦儲備系統進行激進的利率上調和去年從成長行業轉移的影響，股市已經從2008年以來的最差年度損失中恢復過來。這一反彈部分來自於對人工智慧的興奮，推動了流行技術股票的股價上漲。隨著支出保持強勁，消費者自由度名稱也反彈。隨著2023年接近尾聲，CNBC Pro 使用其股票篩選工具尋找市值超過100億美元的股票，這些股票今年已經翻倍，華爾街認為它們還有進一步升值的空間，分析師預期至少有5%的上升空間。以下是進入榜單的公司：考慮到2023年對人工智慧的熱情，顯然不足為奇， 英伟达 Nvidia和 Meta Platforms 都符合標準。由於投資者押注該公司製造的用於推動許多人工智慧大型語言模型的圖形處理單元的需求增加，Nvidia的股價已經增長了三倍以上。即使在2023年的增長之後，分析師平均預測Nvidia股票將進一步上漲37%，因為該公司繼續超越分析師的預期。Meta Platforms在這家社交媒體公司繼續削減成本並專注於所謂的“效率之年”之際，已經上漲了近170%。Meta也押注在人工智慧上，今年早些時候披露了用於協助處理人工智慧和視頻任務的定制計算機芯片。平均分析師價格目標暗示著將近15%的上升空間。AppLovin Corporation 的股票在該組中取得了最大的增長。股票上漲了逾263%，平均分析師價格目標暗示著另外33%的上升空間。低調的人工智慧投資 超微电脑 Super Micro Computer的表現也差不多，2023年上漲了逾228%。共識價格目標預測還有34%的潛在上升空間。皇家加勒比邮轮 和 优步 Uber Technologies也入選，股票分別上漲了124%和約132%。Uber的股票在周一宣布納入標普500指數的消息後上漲了逾5%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":248359216222224,"gmtCreate":1701672601736,"gmtModify":1701672605968,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"在记忆里寻找你","avatar":"https://community-static.tradeup.com/news/36a21f43f8afc687f42d0c0ae67fd476","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4118111696126822","authorIdStr":"4118111696126822"},"themes":[],"htmlText":"&nbsp;top10","listText":"&nbsp;top10","text":"top10","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248359216222224","repostId":"1109298094","repostType":2,"repost":{"id":"1109298094","weMediaInfo":{"introduction":"提供即時金融資訊、行情、數據，旨在幫助投資者理解世界，做投資決策。","home_visible":1,"media_name":"老虎資訊","id":"1059071526","head_image":"https://community-static.tradeup.com/news/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1701655495,"share":"https://ttm.financial/m/news/1109298094?lang=&edition=fundamental","pubTime":"2023-12-04 10:04","market":"us","language":"zh","title":"10隻10倍股受到分析師鍾愛，可能還會進一步飆升，其中1隻有40%的潛在升幅","url":"https://stock-news.laohu8.com/highlight/detail?id=1109298094","media":"老虎資訊","summary":"CNBC Pro使用FactSet搜索了過去十年內具有如此成功歷史記錄的股票，過濾了屬於Russell 1000指數的公司，每個公司的市值至少為10億美元，並且受到分析師的喜愛，至少有60%的分析師給予買入評級。分析師仍然看到40%的潛在上漲空間。擁有近13,000%的十年複利總回報，芯片製造商Nvidia也在榜首。去年十一月底，Nvidia公布了超出分析師預期的第四季度財報和收入。儘管僅在今年上漲了56%以上，但分析師仍然預計在未來一年中股票有約9%的潛在上漲空間。","content":"<html><head></head><body><p><em>編譯自CNBC 《These tenbagger stocks are well liked by analysts and may rally even more》</em></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eac6f63fc5ccf0e301b1d0c27f883c94\" alt=\"\" title=\"\" tg-width=\"929\" tg-height=\"523\"/></p><p>在過去10年的市場波動中，很少有股票經歷了超過1,000%的複利回報。更少數的是這些“十倍股”，即價值增值了10倍的公司，它們未來還有相當大的上漲潛力。</p><p>CNBC Pro使用FactSet搜索了過去十年內具有如此成功歷史記錄的股票，過濾了屬於Russell 1000指數的公司，每個公司的市值至少為10億美元，並且受到分析師的喜愛，至少有60%的分析師給予買入評級。</p><p>從這次搜索中，以下是未來上漲潛力最大的10支股票：</p><h3 id=\"id_358464102\">TENBAGGERS WITH UPSIDE AHEAD</h3><table style=\"border-collapse:collapse;\"><tbody><tr><th style=\"text-align:left;\"><p><strong>SYMBOL</strong></p></th><th style=\"text-align:left;\"><p><strong>NAME</strong></p></th><th style=\"text-align:left;\"><p><strong>10YR COMPOUND RETURN (%)</strong></p></th><th style=\"text-align:left;\"><p><strong>(%) BUY RATING</strong></p></th><th style=\"text-align:left;\"><p><strong>UPSIDE TO AVG PT (%)</strong></p></th></tr></tbody><tbody><tr><td style=\"text-align:left;\"><p><strong>CELH</strong></p></td><td style=\"text-align:left;\"><p> <a href=\"https://laohu8.com/S/CELH\">Celsius Holdings, Inc.</a></p></td><td style=\"text-align:left;\"><p><strong>32,197.9</strong></p></td><td style=\"text-align:left;\"><p><strong>75</strong></p></td><td style=\"text-align:left;\"><p><strong>40</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>NVDA</strong></p></td><td style=\"text-align:left;\"><p> <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> <strong>NVIDIA Corporation</strong></p></td><td style=\"text-align:left;\"><p><strong>12,980.5</strong></p></td><td style=\"text-align:left;\"><p><strong>83.3</strong></p></td><td style=\"text-align:left;\"><p><strong>38.6</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>BLDR</strong></p></td><td style=\"text-align:left;\"><p> <a href=\"https://laohu8.com/S/BLDR\">Builders FirstSource</a> </p></td><td style=\"text-align:left;\"><p><strong>1,813.3</strong></p></td><td style=\"text-align:left;\"><p><strong>64.3</strong></p></td><td style=\"text-align:left;\"><p><strong>20.1</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>NBIX</strong></p></td><td style=\"text-align:left;\"><p> <a href=\"https://laohu8.com/S/NBIX\">神经分泌生物科学</a> <strong>Neurocrine Biosciences, Inc.</strong></p></td><td style=\"text-align:left;\"><p><strong>1,056.2</strong></p></td><td style=\"text-align:left;\"><p><strong>63</strong></p></td><td style=\"text-align:left;\"><p><strong>19.3</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>AXON</strong></p></td><td style=\"text-align:left;\"><p> <a href=\"https://laohu8.com/S/AXON\">Axon Enterprise, Inc.</a> </p></td><td style=\"text-align:left;\"><p><strong>1,213.9</strong></p></td><td style=\"text-align:left;\"><p><strong>66.7</strong></p></td><td style=\"text-align:left;\"><p><strong>8.8</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>MSFT</strong></p></td><td style=\"text-align:left;\"><p> <a href=\"https://laohu8.com/S/MSFT\">微软</a> <strong>Microsoft Corporation</strong></p></td><td style=\"text-align:left;\"><p><strong>1,079.8</strong></p></td><td style=\"text-align:left;\"><p><strong>79.2</strong></p></td><td style=\"text-align:left;\"><p><strong>8</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>RGEN</strong></p></td><td style=\"text-align:left;\"><p> <a href=\"https://laohu8.com/S/RGEN\">Repligen Corporation</a> </p></td><td style=\"text-align:left;\"><p><strong>1,084.0</strong></p></td><td style=\"text-align:left;\"><p><strong>85.7</strong></p></td><td style=\"text-align:left;\"><p><strong>7.5</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>DXCM</strong></p></td><td style=\"text-align:left;\"><p> <a href=\"https://laohu8.com/S/DXCM\">德康医疗</a> <strong>DexCom, Inc.</strong></p></td><td style=\"text-align:left;\"><p><strong>1,304.4</strong></p></td><td style=\"text-align:left;\"><p><strong>75</strong></p></td><td style=\"text-align:left;\"><p><strong>7.4</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>AVGO</strong></p></td><td style=\"text-align:left;\"><p> <a href=\"https://laohu8.com/S/AVGO\">博通</a>  <strong>Broadcom Inc.</strong></p></td><td style=\"text-align:left;\"><p><strong>2,628.2</strong></p></td><td style=\"text-align:left;\"><p><strong>61.3</strong></p></td><td style=\"text-align:left;\"><p><strong>7.3</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>AMD</strong></p></td><td style=\"text-align:left;\"><p><strong> <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a>Advanced Micro Devices, Inc.</strong></p></td><td style=\"text-align:left;\"><p><strong>3,302.5</strong></p></td><td style=\"text-align:left;\"><p><strong>61.4</strong></p></td><td style=\"text-align:left;\"><p><strong>6.7</strong></p></td></tr></tbody></table><p><br/><em>Source: FactSet</em></p><p>榜首的是能量飲料生產商 <a href=\"https://laohu8.com/S/CELH\">Celsius Holdings, Inc.</a>，過去十年上漲超過32,000%。分析師仍然看到40%的潛在上漲空間。</p><p>去年八月，百事可樂公司宣布對這家成立20年的佛羅里達公司進行5.5億美元的投資，抓住了能量飲料趨勢，這是增長最快的非酒精飲料類別之一，也受到GLP-1減肥藥物日益增長的受歡迎程度的推動。</p><p>上個月初，杰富瑞開始對Celsius進行研究報告，給予買入評級，指出前景中存在多個增長機會。</p><p>&#34;廣泛的人口結構和消費者對健康、健身和功能的日益關注使我們相信Celsius有很長的增長空間，&#34; 分析師Kaumil Gajrawala寫道。杰富瑞預計2023年至2027年的年複合銷售增長率為26%。</p><p>擁有近13,000%的十年複利總回報，芯片製造商Nvidia也在榜首。Nvidia的股價僅在今年上漲了近220%，這主要歸功於對其人工智能計算機處理器的信心增強，平均分析師預計在明年還有39%的增長空間。</p><p>去年十一月底，Nvidia公布了超出分析師預期的第四季度財報和收入。</p><p>Windows軟件和Xbox遊戲巨頭微軟也榜上有名，過去10年回報超過1,000%。儘管僅在今年上漲了56%以上，但分析師仍然預計在未來一年中股票有約9%的潛在上漲空間。</p><p>半導體製造商Broadcom和Advanced Micro Devices也在榜單上。除了科技行業外，建築材料製造商Builders FirstSource、生物製藥公司Neurocrine Biosciences和Repligen、電擊槍製造商Axon Enterprise以及醫療器械製造商Dexcom也在搜索中出現。</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>10隻10倍股受到分析師鍾愛，可能還會進一步飆升，其中1隻有40%的潛在升幅</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\">\n10隻10倍股受到分析師鍾愛，可能還會進一步飆升，其中1隻有40%的潛在升幅\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1059071526\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎資訊 </p>\n<p class=\"h-time\">2023-12-04 10:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><em>編譯自CNBC 《These tenbagger stocks are well liked by analysts and may rally even more》</em></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eac6f63fc5ccf0e301b1d0c27f883c94\" alt=\"\" title=\"\" tg-width=\"929\" tg-height=\"523\"/></p><p>在過去10年的市場波動中，很少有股票經歷了超過1,000%的複利回報。更少數的是這些“十倍股”，即價值增值了10倍的公司，它們未來還有相當大的上漲潛力。</p><p>CNBC Pro使用FactSet搜索了過去十年內具有如此成功歷史記錄的股票，過濾了屬於Russell 1000指數的公司，每個公司的市值至少為10億美元，並且受到分析師的喜愛，至少有60%的分析師給予買入評級。</p><p>從這次搜索中，以下是未來上漲潛力最大的10支股票：</p><h3 id=\"id_358464102\">TENBAGGERS WITH UPSIDE AHEAD</h3><table style=\"border-collapse:collapse;\"><tbody><tr><th style=\"text-align:left;\"><p><strong>SYMBOL</strong></p></th><th style=\"text-align:left;\"><p><strong>NAME</strong></p></th><th style=\"text-align:left;\"><p><strong>10YR COMPOUND RETURN (%)</strong></p></th><th style=\"text-align:left;\"><p><strong>(%) BUY RATING</strong></p></th><th style=\"text-align:left;\"><p><strong>UPSIDE TO AVG PT (%)</strong></p></th></tr></tbody><tbody><tr><td style=\"text-align:left;\"><p><strong>CELH</strong></p></td><td style=\"text-align:left;\"><p> <a href=\"https://laohu8.com/S/CELH\">Celsius Holdings, Inc.</a></p></td><td style=\"text-align:left;\"><p><strong>32,197.9</strong></p></td><td style=\"text-align:left;\"><p><strong>75</strong></p></td><td style=\"text-align:left;\"><p><strong>40</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>NVDA</strong></p></td><td style=\"text-align:left;\"><p> <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> <strong>NVIDIA Corporation</strong></p></td><td style=\"text-align:left;\"><p><strong>12,980.5</strong></p></td><td style=\"text-align:left;\"><p><strong>83.3</strong></p></td><td style=\"text-align:left;\"><p><strong>38.6</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>BLDR</strong></p></td><td style=\"text-align:left;\"><p> <a href=\"https://laohu8.com/S/BLDR\">Builders FirstSource</a> </p></td><td style=\"text-align:left;\"><p><strong>1,813.3</strong></p></td><td style=\"text-align:left;\"><p><strong>64.3</strong></p></td><td style=\"text-align:left;\"><p><strong>20.1</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>NBIX</strong></p></td><td style=\"text-align:left;\"><p> <a href=\"https://laohu8.com/S/NBIX\">神经分泌生物科学</a> <strong>Neurocrine Biosciences, Inc.</strong></p></td><td style=\"text-align:left;\"><p><strong>1,056.2</strong></p></td><td style=\"text-align:left;\"><p><strong>63</strong></p></td><td style=\"text-align:left;\"><p><strong>19.3</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>AXON</strong></p></td><td style=\"text-align:left;\"><p> <a href=\"https://laohu8.com/S/AXON\">Axon Enterprise, Inc.</a> </p></td><td style=\"text-align:left;\"><p><strong>1,213.9</strong></p></td><td style=\"text-align:left;\"><p><strong>66.7</strong></p></td><td style=\"text-align:left;\"><p><strong>8.8</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>MSFT</strong></p></td><td style=\"text-align:left;\"><p> <a href=\"https://laohu8.com/S/MSFT\">微软</a> <strong>Microsoft Corporation</strong></p></td><td style=\"text-align:left;\"><p><strong>1,079.8</strong></p></td><td style=\"text-align:left;\"><p><strong>79.2</strong></p></td><td style=\"text-align:left;\"><p><strong>8</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>RGEN</strong></p></td><td style=\"text-align:left;\"><p> <a href=\"https://laohu8.com/S/RGEN\">Repligen Corporation</a> </p></td><td style=\"text-align:left;\"><p><strong>1,084.0</strong></p></td><td style=\"text-align:left;\"><p><strong>85.7</strong></p></td><td style=\"text-align:left;\"><p><strong>7.5</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>DXCM</strong></p></td><td style=\"text-align:left;\"><p> <a href=\"https://laohu8.com/S/DXCM\">德康医疗</a> <strong>DexCom, Inc.</strong></p></td><td style=\"text-align:left;\"><p><strong>1,304.4</strong></p></td><td style=\"text-align:left;\"><p><strong>75</strong></p></td><td style=\"text-align:left;\"><p><strong>7.4</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>AVGO</strong></p></td><td style=\"text-align:left;\"><p> <a href=\"https://laohu8.com/S/AVGO\">博通</a>  <strong>Broadcom Inc.</strong></p></td><td style=\"text-align:left;\"><p><strong>2,628.2</strong></p></td><td style=\"text-align:left;\"><p><strong>61.3</strong></p></td><td style=\"text-align:left;\"><p><strong>7.3</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>AMD</strong></p></td><td style=\"text-align:left;\"><p><strong> <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a>Advanced Micro Devices, Inc.</strong></p></td><td style=\"text-align:left;\"><p><strong>3,302.5</strong></p></td><td style=\"text-align:left;\"><p><strong>61.4</strong></p></td><td style=\"text-align:left;\"><p><strong>6.7</strong></p></td></tr></tbody></table><p><br/><em>Source: FactSet</em></p><p>榜首的是能量飲料生產商 <a href=\"https://laohu8.com/S/CELH\">Celsius Holdings, Inc.</a>，過去十年上漲超過32,000%。分析師仍然看到40%的潛在上漲空間。</p><p>去年八月，百事可樂公司宣布對這家成立20年的佛羅里達公司進行5.5億美元的投資，抓住了能量飲料趨勢，這是增長最快的非酒精飲料類別之一，也受到GLP-1減肥藥物日益增長的受歡迎程度的推動。</p><p>上個月初，杰富瑞開始對Celsius進行研究報告，給予買入評級，指出前景中存在多個增長機會。</p><p>&#34;廣泛的人口結構和消費者對健康、健身和功能的日益關注使我們相信Celsius有很長的增長空間，&#34; 分析師Kaumil Gajrawala寫道。杰富瑞預計2023年至2027年的年複合銷售增長率為26%。</p><p>擁有近13,000%的十年複利總回報，芯片製造商Nvidia也在榜首。Nvidia的股價僅在今年上漲了近220%，這主要歸功於對其人工智能計算機處理器的信心增強，平均分析師預計在明年還有39%的增長空間。</p><p>去年十一月底，Nvidia公布了超出分析師預期的第四季度財報和收入。</p><p>Windows軟件和Xbox遊戲巨頭微軟也榜上有名，過去10年回報超過1,000%。儘管僅在今年上漲了56%以上，但分析師仍然預計在未來一年中股票有約9%的潛在上漲空間。</p><p>半導體製造商Broadcom和Advanced Micro Devices也在榜單上。除了科技行業外，建築材料製造商Builders FirstSource、生物製藥公司Neurocrine Biosciences和Repligen、電擊槍製造商Axon Enterprise以及醫療器械製造商Dexcom也在搜索中出現。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/eac6f63fc5ccf0e301b1d0c27f883c94","relate_stocks":{"DXCM":"德康医疗","CELH":"Celsius Holdings, Inc.","AXON":"Axon Enterprise, Inc.","RGEN":"Repligen Corporation","NBIX":"神经分泌生物科学","BLDR":"Builders FirstSource","NVDA":"英伟达","AVGO":"博通","MSFT":"微软","AMD":"美国超微公司"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109298094","content_text":"編譯自CNBC 《These tenbagger stocks are well liked by analysts and may rally even more》在過去10年的市場波動中，很少有股票經歷了超過1,000%的複利回報。更少數的是這些“十倍股”，即價值增值了10倍的公司，它們未來還有相當大的上漲潛力。CNBC Pro使用FactSet搜索了過去十年內具有如此成功歷史記錄的股票，過濾了屬於Russell 1000指數的公司，每個公司的市值至少為10億美元，並且受到分析師的喜愛，至少有60%的分析師給予買入評級。從這次搜索中，以下是未來上漲潛力最大的10支股票：TENBAGGERS WITH UPSIDE AHEADSYMBOLNAME10YR COMPOUND RETURN (%)(%) BUY RATINGUPSIDE TO AVG PT (%)CELH Celsius Holdings, Inc.32,197.97540NVDA 英伟达 NVIDIA Corporation12,980.583.338.6BLDR Builders FirstSource 1,813.364.320.1NBIX 神经分泌生物科学 Neurocrine Biosciences, Inc.1,056.26319.3AXON Axon Enterprise, Inc. 1,213.966.78.8MSFT 微软 Microsoft Corporation1,079.879.28RGEN Repligen Corporation 1,084.085.77.5DXCM 德康医疗 DexCom, Inc.1,304.4757.4AVGO 博通 Broadcom Inc.2,628.261.37.3AMD 美国超微公司Advanced Micro Devices, Inc.3,302.561.46.7Source: FactSet榜首的是能量飲料生產商 Celsius Holdings, Inc.，過去十年上漲超過32,000%。分析師仍然看到40%的潛在上漲空間。去年八月，百事可樂公司宣布對這家成立20年的佛羅里達公司進行5.5億美元的投資，抓住了能量飲料趨勢，這是增長最快的非酒精飲料類別之一，也受到GLP-1減肥藥物日益增長的受歡迎程度的推動。上個月初，杰富瑞開始對Celsius進行研究報告，給予買入評級，指出前景中存在多個增長機會。\"廣泛的人口結構和消費者對健康、健身和功能的日益關注使我們相信Celsius有很長的增長空間，\" 分析師Kaumil Gajrawala寫道。杰富瑞預計2023年至2027年的年複合銷售增長率為26%。擁有近13,000%的十年複利總回報，芯片製造商Nvidia也在榜首。Nvidia的股價僅在今年上漲了近220%，這主要歸功於對其人工智能計算機處理器的信心增強，平均分析師預計在明年還有39%的增長空間。去年十一月底，Nvidia公布了超出分析師預期的第四季度財報和收入。Windows軟件和Xbox遊戲巨頭微軟也榜上有名，過去10年回報超過1,000%。儘管僅在今年上漲了56%以上，但分析師仍然預計在未來一年中股票有約9%的潛在上漲空間。半導體製造商Broadcom和Advanced Micro Devices也在榜單上。除了科技行業外，建築材料製造商Builders FirstSource、生物製藥公司Neurocrine Biosciences和Repligen、電擊槍製造商Axon Enterprise以及醫療器械製造商Dexcom也在搜索中出現。","news_type":1},"isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":242370569007160,"gmtCreate":1700209507792,"gmtModify":1700209509456,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"在记忆里寻找你","avatar":"https://community-static.tradeup.com/news/36a21f43f8afc687f42d0c0ae67fd476","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4118111696126822","authorIdStr":"4118111696126822"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$ &nbsp;</a>","text":"$PayPal(PYPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/242370569007160","repostId":"2384874260","repostType":2,"repost":{"id":"2384874260","pubTimestamp":1700364600,"share":"https://ttm.financial/m/news/2384874260?lang=&edition=fundamental","pubTime":"2023-11-19 11:30","market":"us","language":"en","title":"3 Undervalued Stocks to Triple Your Money","url":"https://stock-news.laohu8.com/highlight/detail?id=2384874260","media":"InvestorPlace","summary":"Buy these undervalued companies for strong returns in 2024","content":"<html><head></head><body><ul style=\"\"><li><p>The currently negatively looming economy (with a small possibility of recession avoidance) makes it necessary to purchase these undervalued companies.</p></li><li><p><strong>Five Below (FIVE): </strong>Five Below’s growth thrives through strategic partnerships, a Triple Double expansion strategy, and its commitment to national presence, promising continued success.</p></li><li><p><strong>Brookfield Renewable Partners (BEP):</strong> BEP drives growth through a diversified portfolio, strategic acquisitions, and solid financial performance, positioning itself for future success despite a recent growth dip.</p></li><li><p><strong>PayPal Holdings (PYPL)</strong>: PayPal’s expansion is fueled by unbranded payment processing, strategic alliances, and global outreach, offering promising prospects for enhanced profit margins.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9225950c55a9f8a35c652cfed549a7c2\" alt=\"Source: akamakis / Shutterstock.com\" title=\"Source: akamakis / Shutterstock.com\" tg-width=\"768\" tg-height=\"432\"/><span>Source: akamakis / Shutterstock.com</span></p><p>In 2024, UBS expects disinflation and rising unemployment to impact economic output, prompting the Federal Open Market Committee to implement proactive rate cuts. The FEderal Open Market Committee designed the initial cut to prevent the nominal funds rate from becoming overly restrictive amid falling inflation, with subsequent cuts later in the year to counteract economic weakening. This means that in order to shield yourself from any economic recession affecting your portfolio, invest in these three undervalued stocks to triple your money that can only rise in price.</p><h2 id=\"id_1604344476\" style=\"text-align: start;\">Five Below (FIVE)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3173647b2ab76d7a6ad305618240406d\" alt=\"Source: Jonathan Weiss / Shutterstock.com\" title=\"Source: Jonathan Weiss / Shutterstock.com\" tg-width=\"300\" tg-height=\"169\"/><span>Source: Jonathan Weiss / Shutterstock.com</span></p><p style=\"text-align: start;\"><strong>Five Below (NASDAQ:FIVE)</strong> is a leading high-growth value retailer. The company offers trend-right, affordable products catered to tweens, teens and beyond. Vendors price most items between $1 and $5.  Five Below’s stock is priced at around $182.32, with analysts providing a price target range of $175.00 to $235.00.</p><p style=\"text-align: start;\">With a market cap of around $10.15 billion, Five Below exhibits a robust financial profile. Boasting a profit margin of 8.35%, the company achieved a remarkable 13.50% year-over-year revenue growth, reaching $3.25 billion. The stock is valued at around $182.32, demonstrating a resilient 52-week change of 14.88%.</p><p style=\"text-align: start;\">To execute its Triple Double growth strategy, FIVE unveiled plans to add seven new outlet locations this year. This is in collaboration with mall operator Simon. This expansion aligns with Five Below’s ambitious vision to triple its store count to more than 3,500 locations by the end of fiscal 2030. As part of this growth initiative, 400 new stores are slated to open in fiscal 2023. From there, there are plans to accelerate to 550 to 600 new stores in fiscal 2024 and 2025. The strategic collaboration with Simon and the incorporation of higher-priced Five Beyond formats in existing locations underscore Five Below’s commitment to national expansion and sustained growth.</p><p style=\"text-align: start;\">These factors position FIVE as a stock worth considering.</p><h2 id=\"id_4012314025\" style=\"text-align: start;\">Brookfield Renewable Partners (BEP)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/054ef33db27a953747e6ae20e07afe02\" alt=\"Source: IgorGolovniov / Shutterstock\" title=\"Source: IgorGolovniov / Shutterstock\" tg-width=\"300\" tg-height=\"169\"/><span>Source: IgorGolovniov / Shutterstock</span></p><p style=\"text-align: start;\"><strong>Brookfield Renewable Partners (NYSE:BEP)</strong> holds one of the largest worldwide traded platforms for renewable power and solar companies. The portfolio spans five continents and is aimed at primarily holding sustainable energies as the growth catalyst. Brookfield Assessment Management started the company. Overall, year-to-date, BEP has a slight decline in growth of 7.33%, but prospects aim for a great 2024.</p><p style=\"text-align: start;\">The sustainable energy industry holds strong growth prospects for the upcoming future, with revenue in 2022 being marked at $970 billion and projections for 2032 at $2.2 trillion. Overall, this marks a well-balanced 8.50% 10-year CAGR between 2022 and 2032. Specifically solar power, a nine-year CAGR between 2023 and 2032 is marked at 13.5%, showing great promise for success.</p><p style=\"text-align: start;\">Brookfield Renewable Partners posted solid financial statements for Q3 2023, backboned by a revenue gross of $1.18 billion in revenue, or a year-over-year growth increase of 6.7%. Furthermore, both diluted EPS and net income grew yearly, with YoY increases of 61.86% and 64% respectively. </p><p style=\"text-align: start;\">Ultimately, the largest catalyst behind Brookfield Renewable’s future success comes from the diverse portfolio. It also comes from recent acquisitions which will promote growth. In 2022, BEP purchased Urban Grid, a company focused on utility-scale solar energy. They do so in hopes of the solar aspect of its portfolio. Results have already been noted, with BEP’s United States renewable energy development pipeline tripling results.</p><h2 id=\"id_3426078510\" style=\"text-align: start;\">PayPal Holdings, Inc. (NASDAQ:PYPL)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d31459f9b0c14e33810dd1f29612c85a\" alt=\"\" title=\"\" tg-width=\"300\" tg-height=\"169\"/></p><p style=\"text-align: start;\"><strong>PayPal Holdings, Inc. (NASDAQ:PYPL) </strong>has long been a stalwart in the digital payments arena, commanding a 42% market share globally. Despite its impressive standing, the company has experienced an 80% stock price decline from its peak in July 2021, sparking debates over whether it’s a value trap or an enticing bargain.</p><p style=\"text-align: start;\">PayPal’s dominance in online payments, with 433 million active accounts across 200 markets, is a testament to its widespread trust. Its strategic integration into the Apple ecosystem, allowing users to link PayPal and Venmo cards to Apple Pay, further extends its reach, dispelling notions of competition with Apple. This move aligns with PayPal’s growth strategy, leveraging partnerships to enhance accessibility.</p><p style=\"text-align: start;\">In valuation, three scenarios were considered, with the best-case value at $84.71, the base case at $74.69, and the worst at $64.40. Even in the most unfavorable scenario, the stock price surpasses the current valuation, indicating substantial undervaluation.</p><p style=\"text-align: start;\">However, risks loom, including increased competition, regulatory changes, and economic slowdowns. Despite these challenges, PayPal’s fundamental strength, consistent revenue growth, and strategic initiatives position it as a compelling buy. The recent change in management and the share buyback program add positive notes to the outlook. In conclusion, PayPal presents an attractive investment opportunity, meriting a “Buy” rating.</p></body></html>","source":"investorplace_stock_picks","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>3 Undervalued Stocks to Triple Your Money</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; 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}\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\">\n3 Undervalued Stocks to Triple Your Money\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-19 11:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/11/3-undervalued-stocks-to-triple-your-money/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The currently negatively looming economy (with a small possibility of recession avoidance) makes it necessary to purchase these undervalued companies.Five Below (FIVE): Five Below’s growth thrives ...</p>\n\n<a href=\"https://investorplace.com/2023/11/3-undervalued-stocks-to-triple-your-money/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4133":"新能源发电业者","BK4581":"高盛持仓","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","BK4200":"专卖店","BK4099":"汽车制造商","LU1861217088.USD":"贝莱德金融科技A2","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4554":"元宇宙及AR概念","BK4106":"数据处理与外包服务","BK4008":"航空公司","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","BK4534":"瑞士信贷持仓","FIVE":"Five Below","BEP":"Brookfield Renewable Partners LP","BK4585":"ETF&股票定投概念","BK4227":"交易和支付处理服务","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4527":"明星科技股","PYPL":"PayPal","BK4588":"碎股","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","BK4551":"寇图资本持仓"},"source_url":"https://investorplace.com/2023/11/3-undervalued-stocks-to-triple-your-money/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2384874260","content_text":"The currently negatively looming economy (with a small possibility of recession avoidance) makes it necessary to purchase these undervalued companies.Five Below (FIVE): Five Below’s growth thrives through strategic partnerships, a Triple Double expansion strategy, and its commitment to national presence, promising continued success.Brookfield Renewable Partners (BEP): BEP drives growth through a diversified portfolio, strategic acquisitions, and solid financial performance, positioning itself for future success despite a recent growth dip.PayPal Holdings (PYPL): PayPal’s expansion is fueled by unbranded payment processing, strategic alliances, and global outreach, offering promising prospects for enhanced profit margins.Source: akamakis / Shutterstock.comIn 2024, UBS expects disinflation and rising unemployment to impact economic output, prompting the Federal Open Market Committee to implement proactive rate cuts. The FEderal Open Market Committee designed the initial cut to prevent the nominal funds rate from becoming overly restrictive amid falling inflation, with subsequent cuts later in the year to counteract economic weakening. This means that in order to shield yourself from any economic recession affecting your portfolio, invest in these three undervalued stocks to triple your money that can only rise in price.Five Below (FIVE)Source: Jonathan Weiss / Shutterstock.comFive Below (NASDAQ:FIVE) is a leading high-growth value retailer. The company offers trend-right, affordable products catered to tweens, teens and beyond. Vendors price most items between $1 and $5.  Five Below’s stock is priced at around $182.32, with analysts providing a price target range of $175.00 to $235.00.With a market cap of around $10.15 billion, Five Below exhibits a robust financial profile. Boasting a profit margin of 8.35%, the company achieved a remarkable 13.50% year-over-year revenue growth, reaching $3.25 billion. The stock is valued at around $182.32, demonstrating a resilient 52-week change of 14.88%.To execute its Triple Double growth strategy, FIVE unveiled plans to add seven new outlet locations this year. This is in collaboration with mall operator Simon. This expansion aligns with Five Below’s ambitious vision to triple its store count to more than 3,500 locations by the end of fiscal 2030. As part of this growth initiative, 400 new stores are slated to open in fiscal 2023. From there, there are plans to accelerate to 550 to 600 new stores in fiscal 2024 and 2025. The strategic collaboration with Simon and the incorporation of higher-priced Five Beyond formats in existing locations underscore Five Below’s commitment to national expansion and sustained growth.These factors position FIVE as a stock worth considering.Brookfield Renewable Partners (BEP)Source: IgorGolovniov / ShutterstockBrookfield Renewable Partners (NYSE:BEP) holds one of the largest worldwide traded platforms for renewable power and solar companies. The portfolio spans five continents and is aimed at primarily holding sustainable energies as the growth catalyst. Brookfield Assessment Management started the company. Overall, year-to-date, BEP has a slight decline in growth of 7.33%, but prospects aim for a great 2024.The sustainable energy industry holds strong growth prospects for the upcoming future, with revenue in 2022 being marked at $970 billion and projections for 2032 at $2.2 trillion. Overall, this marks a well-balanced 8.50% 10-year CAGR between 2022 and 2032. Specifically solar power, a nine-year CAGR between 2023 and 2032 is marked at 13.5%, showing great promise for success.Brookfield Renewable Partners posted solid financial statements for Q3 2023, backboned by a revenue gross of $1.18 billion in revenue, or a year-over-year growth increase of 6.7%. Furthermore, both diluted EPS and net income grew yearly, with YoY increases of 61.86% and 64% respectively. Ultimately, the largest catalyst behind Brookfield Renewable’s future success comes from the diverse portfolio. It also comes from recent acquisitions which will promote growth. In 2022, BEP purchased Urban Grid, a company focused on utility-scale solar energy. They do so in hopes of the solar aspect of its portfolio. Results have already been noted, with BEP’s United States renewable energy development pipeline tripling results.PayPal Holdings, Inc. (NASDAQ:PYPL)PayPal Holdings, Inc. (NASDAQ:PYPL) has long been a stalwart in the digital payments arena, commanding a 42% market share globally. Despite its impressive standing, the company has experienced an 80% stock price decline from its peak in July 2021, sparking debates over whether it’s a value trap or an enticing bargain.PayPal’s dominance in online payments, with 433 million active accounts across 200 markets, is a testament to its widespread trust. Its strategic integration into the Apple ecosystem, allowing users to link PayPal and Venmo cards to Apple Pay, further extends its reach, dispelling notions of competition with Apple. This move aligns with PayPal’s growth strategy, leveraging partnerships to enhance accessibility.In valuation, three scenarios were considered, with the best-case value at $84.71, the base case at $74.69, and the worst at $64.40. Even in the most unfavorable scenario, the stock price surpasses the current valuation, indicating substantial undervaluation.However, risks loom, including increased competition, regulatory changes, and economic slowdowns. Despite these challenges, PayPal’s fundamental strength, consistent revenue growth, and strategic initiatives position it as a compelling buy. The recent change in management and the share buyback program add positive notes to the outlook. In conclusion, PayPal presents an attractive investment opportunity, meriting a “Buy” rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":234679307427928,"gmtCreate":1698316246004,"gmtModify":1698316249774,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"在记忆里寻找你","avatar":"https://community-static.tradeup.com/news/36a21f43f8afc687f42d0c0ae67fd476","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4118111696126822","authorIdStr":"4118111696126822"},"themes":[],"htmlText":"[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;","listText":"[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;","text":"[流泪] [流泪] [流泪] [流泪] [流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234679307427928","repostId":"1158467433","repostType":2,"repost":{"id":"1158467433","weMediaInfo":{"introduction":"提供即時金融資訊、行情、數據，旨在幫助投資者理解世界，做投資決策。","home_visible":1,"media_name":"老虎資訊","id":"1059071526","head_image":"https://community-static.tradeup.com/news/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1698314991,"share":"https://ttm.financial/m/news/1158467433?lang=&edition=fundamental","pubTime":"2023-10-26 18:09","market":"us","language":"zh","title":"獲得每年1000美元的安全股息收入？只需要這樣做","url":"https://stock-news.laohu8.com/highlight/detail?id=1158467433","media":"老虎資訊","summary":"如果您想产生1000美元的超安全年度股息收入，只需将12100美元投资到以下三只超高股息的标准普尔500指数股票中，它们的平均股息率为8.28%。此外，Altria的董事会以股东为先。在2022年完成了35亿美元的回购计划后，公司的董事会批准了10亿美元的回购计划。除了现金支付，这次分拆还使AT&T获得了超过400亿美元的让步。从2022年3月31日到2023年9月30日期间，AT&T的净债务从1690亿美元降至1287亿美元。","content":"<html><head></head><body><blockquote><p>这些强劲的S&amp;P 500成分股，其平均股息率高达8.28%，实际上能够大幅增加收入投资者的收益。</p></blockquote><p style=\"text-align: start;\">尽管在华尔街赚钱的策略层出不穷，但购买并持有股息股往往领先于其他策略。</p><p style=\"text-align: start;\">十年前，摩根大通嘉信资产管理，即摩根大通银行的财富管理部门，发布了一份报告，比较了在1972年至2012年期间，那些开始并增加股息的公司与那些不支付股息的公司的年化回报率。分析结果显示，股息股票的表现远远超过那些不支付股息的公司——股息股票在40年内的年化回报率为9.5%，而在同一时期内没有分红的上市公司的年化回报率仅为1.6%。</p><p style=\"text-align: start;\">股息股票在长期内的表现优异并不令人意外。定期向股东支付股息的公司往往能够持续盈利，提供透明的长期增长前景，并已向投资者证明他们能够成功应对经济衰退。换句话说，股息股票非常适合在较长时期内增值。</p><p>但并非所有的股息股票都是一样的，即使在标准普尔500指数（^GSPC -1.43%）内也是如此。尽管大约80%的标准普尔500指数公司支付股息，但在股息规模和安全性方面，只有少数标准普尔500指数股票脱颖而出。</p><p style=\"text-align: start;\">如果您想产生1000美元的超安全年度股息收入，只需将12100美元（均分为三部分）投资到以下三只超高股息的标准普尔500指数股票中，它们的平均股息率为8.28%。</p><p style=\"text-align: start;\"> <strong><a href=\"https://laohu8.com/S/VZ\">威瑞森</a></strong> ：8.43%股息率 第一只超高股息的标准普尔500指数股票，可以帮助您从12100美元的起始投资中产生1000美元的年度股息收入（均分为三部分），是电信公司Verizon Communications（VZ -1.78%）。</p><p style=\"text-align: start;\">传统电信公司目前面临两个重要挑战。首先是迅速上升的利率。由于电信公司通常依赖债务融资来进行重大项目和收购，更高的借款利率将使未来的项目成本更高。</p><p style=\"text-align: start;\">对Verizon的另一个潜在担忧是《华尔街日报》七月份的一份报告，该报告强调了传统电信公司使用铅包覆电缆。《华尔街日报》的报告暗示了使用铅包覆电缆可能会导致与财务和/或环境责任有关的潜在问题。</p><p>尽管这些都是短期交易者的明显担忧，但对于寻求一流收入的长期投资者来说，它们并不构成太大的担忧。</p><p style=\"text-align: start;\">例如，与使用铅包覆电缆相关的任何财务责任都需要数年时间才能由美国法院系统确定。关键点在于，这对Verizon来说不是一个迫在眉睫的问题，未来也不一定会成为一个问题。</p><p style=\"text-align: start;\">更重要的是，由于5G革命，Verizon的运营业绩正在缓慢但稳步改善。升级网络以支持5G下载速度导致数据消费增加，以及宽带客户增加激增。自去年6月底以来，Verizon在过去三个季度中至少新增了40万名净宽带用户。尽管宽带不再像二十年前那样是增长的主要驱动因素，但它仍然为健康的现金流生成贡献。</p><p style=\"text-align: start;\">此外，Verizon的零售后付费流失率为0.83%，保持在历史低位附近。无论美国经济表现如何，消费者都表现出不愿放弃智能手机、无线服务或互联网接入的不愿意。这意味着对于一个市值不到当前和未来年度收益的7倍，股息率超过8%的股票来说，在任何经济环境下都可以获得相对可预测的运营现金流。</p><p> <strong><a href=\"https://laohu8.com/S/MO\">奥驰亚</a></strong> ：9.18%股息率 第二家超高股息的标准普尔500指数公司，可以从12100美元的初始投资中（均分为三部分）产生1000美元的超安全年度股息收入，是烟草公司Altria Group（MO 0.66%）。Altria是一家股息王，过去53年已经提高了57次股息。</p><p style=\"text-align: start;\">Altria运营模式的最大问题是，消费者已经意识到长期吸烟可能导致的负面健康影响。自20世纪60年代中期以来，美国成年人吸烟率已从约42%下降到截至2021年的11.5%。这意味着大烟草公司需要争取更少的消费者，导致香烟销量停滞或下降。</p><p style=\"text-align: start;\">尽管存在这个非常明显的阻力，Altria具有明显的竞争优势，以及可以在长期内为股东提供利好的策略。</p><p style=\"text-align: start;\">Altria的核心竞争优势是其定价能力。由于烟草制品含有成瘾性化学物质尼古丁，Altria能够提高价格以抵消香烟销量的下降。由于其Marlboro品牌绝对主导了高档香烟市场，Altria可以继续通过提高价格来影响市场。</p><p style=\"text-align: start;\">除了提高价格，Altria Group还在寻求无烟产品以及各种收购和投资作为多样化其产品组合的手段。今年6月，Altria完成了对NJOY Holdings的27.5亿美元收购，该公司已获得美国食品和药物管理局（FDA）对其电子蒸汽产品颁发的六项营销授权。很少有电子蒸汽公司从FDA获得了这样的授权，这使Altria在这个潜在高增长渠道中取得了成功。</p><p style=\"text-align: start;\">此外，Altria的董事会以股东为先。在2022年完成了35亿美元的回购计划后，公司的董事会批准了10亿美元的回购计划。稳步减少已发行股份数量应该会提高每股收益，这将使其8倍的前瞻市盈率（P/E）比率更具吸引力。</p><p> <strong><a href=\"https://laohu8.com/S/T\">美国电话电报</a></strong> ：7.22%股息率 第三只超高股息的标准普尔500指数股票，可以帮助您从12100美元的初始投资（均分到所有三只股票）中每年获得1000美元的超安全股息收入，是Verizon的竞争对手AT&amp;T（T -2.19%）。AT&amp;T的7.2%股息率比标准普尔500指数的大约1.6%的股息率高出4倍多。</p><p style=\"text-align: start;\">AT&amp;T正在应对的挑战与Verizon基本相同。更高的利率将使未来项目和债务再融资成本更高，而《华尔街日报》的报告还声称，AT&amp;T可能面临与其使用铅包覆电缆有关的财务责任。</p><p style=\"text-align: start;\">与Verizon类似，AT&amp;T对《华尔街日报》的指控做出了回应，指出铅包覆电缆仅占其网络的一小部分。此外，AT&amp;T正在向美国环保署提供关于其铅包覆电缆是否存在公共健康问题的测试数据。AT&amp;T尚未找到任何证据表明其铅包覆电缆对公共健康构成威胁。</p><p>AT&amp;T的运营业绩也明显改善，这要归功于5G下载速度。不断进行的设备更替周期鼓励人们消费更多数据，这对AT&amp;T的无线部门来说是一大好消息。</p><p style=\"text-align: start;\">该公司还在连续五年中增加了至少100万名净AT&amp;T Fiber客户。在第三季度，AT&amp;T增加了29.6万名净宽带用户，有望实现连续第六年增加100万或更多名净增长。宽带服务应该鼓励捆绑服务，这对AT&amp;T的运营利润是一个积极因素。</p><p style=\"text-align: start;\">最重要的是，AT&amp;T的财务灵活性持续显著改善。当内容部门WarnerMedia于2022年4月分拆并与Discovery合并以创建Warner Bros. Discovery时，新的媒体实体承担了以前由AT&amp;T持有的某些债务。除了现金支付，这次分拆还使AT&amp;T获得了超过400亿美元的让步。从2022年3月31日到2023年9月30日期间，AT&amp;T的净债务从1690亿美元降至1287亿美元。换句话说，AT&amp;T的7%以上的股息率不会面临减少的风险。</p><p style=\"text-align: start;\">以前瞻性年度收益约6倍的估值，AT&amp;T看起来是一个绝对的超值选择，应该继续为寻求收入的投资者提供回报。</p><p>本文编译自Motley Fool，原文标题：</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>獲得每年1000美元的安全股息收入？只需要這樣做</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; 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}\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獲得每年1000美元的安全股息收入？只需要這樣做\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1059071526\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎資訊 </p>\n<p class=\"h-time\">2023-10-26 18:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>这些强劲的S&amp;P 500成分股，其平均股息率高达8.28%，实际上能够大幅增加收入投资者的收益。</p></blockquote><p style=\"text-align: start;\">尽管在华尔街赚钱的策略层出不穷，但购买并持有股息股往往领先于其他策略。</p><p style=\"text-align: start;\">十年前，摩根大通嘉信资产管理，即摩根大通银行的财富管理部门，发布了一份报告，比较了在1972年至2012年期间，那些开始并增加股息的公司与那些不支付股息的公司的年化回报率。分析结果显示，股息股票的表现远远超过那些不支付股息的公司——股息股票在40年内的年化回报率为9.5%，而在同一时期内没有分红的上市公司的年化回报率仅为1.6%。</p><p style=\"text-align: start;\">股息股票在长期内的表现优异并不令人意外。定期向股东支付股息的公司往往能够持续盈利，提供透明的长期增长前景，并已向投资者证明他们能够成功应对经济衰退。换句话说，股息股票非常适合在较长时期内增值。</p><p>但并非所有的股息股票都是一样的，即使在标准普尔500指数（^GSPC -1.43%）内也是如此。尽管大约80%的标准普尔500指数公司支付股息，但在股息规模和安全性方面，只有少数标准普尔500指数股票脱颖而出。</p><p style=\"text-align: start;\">如果您想产生1000美元的超安全年度股息收入，只需将12100美元（均分为三部分）投资到以下三只超高股息的标准普尔500指数股票中，它们的平均股息率为8.28%。</p><p style=\"text-align: start;\"> <strong><a href=\"https://laohu8.com/S/VZ\">威瑞森</a></strong> ：8.43%股息率 第一只超高股息的标准普尔500指数股票，可以帮助您从12100美元的起始投资中产生1000美元的年度股息收入（均分为三部分），是电信公司Verizon Communications（VZ -1.78%）。</p><p style=\"text-align: start;\">传统电信公司目前面临两个重要挑战。首先是迅速上升的利率。由于电信公司通常依赖债务融资来进行重大项目和收购，更高的借款利率将使未来的项目成本更高。</p><p style=\"text-align: start;\">对Verizon的另一个潜在担忧是《华尔街日报》七月份的一份报告，该报告强调了传统电信公司使用铅包覆电缆。《华尔街日报》的报告暗示了使用铅包覆电缆可能会导致与财务和/或环境责任有关的潜在问题。</p><p>尽管这些都是短期交易者的明显担忧，但对于寻求一流收入的长期投资者来说，它们并不构成太大的担忧。</p><p style=\"text-align: start;\">例如，与使用铅包覆电缆相关的任何财务责任都需要数年时间才能由美国法院系统确定。关键点在于，这对Verizon来说不是一个迫在眉睫的问题，未来也不一定会成为一个问题。</p><p style=\"text-align: start;\">更重要的是，由于5G革命，Verizon的运营业绩正在缓慢但稳步改善。升级网络以支持5G下载速度导致数据消费增加，以及宽带客户增加激增。自去年6月底以来，Verizon在过去三个季度中至少新增了40万名净宽带用户。尽管宽带不再像二十年前那样是增长的主要驱动因素，但它仍然为健康的现金流生成贡献。</p><p style=\"text-align: start;\">此外，Verizon的零售后付费流失率为0.83%，保持在历史低位附近。无论美国经济表现如何，消费者都表现出不愿放弃智能手机、无线服务或互联网接入的不愿意。这意味着对于一个市值不到当前和未来年度收益的7倍，股息率超过8%的股票来说，在任何经济环境下都可以获得相对可预测的运营现金流。</p><p> <strong><a href=\"https://laohu8.com/S/MO\">奥驰亚</a></strong> ：9.18%股息率 第二家超高股息的标准普尔500指数公司，可以从12100美元的初始投资中（均分为三部分）产生1000美元的超安全年度股息收入，是烟草公司Altria Group（MO 0.66%）。Altria是一家股息王，过去53年已经提高了57次股息。</p><p style=\"text-align: start;\">Altria运营模式的最大问题是，消费者已经意识到长期吸烟可能导致的负面健康影响。自20世纪60年代中期以来，美国成年人吸烟率已从约42%下降到截至2021年的11.5%。这意味着大烟草公司需要争取更少的消费者，导致香烟销量停滞或下降。</p><p style=\"text-align: start;\">尽管存在这个非常明显的阻力，Altria具有明显的竞争优势，以及可以在长期内为股东提供利好的策略。</p><p style=\"text-align: start;\">Altria的核心竞争优势是其定价能力。由于烟草制品含有成瘾性化学物质尼古丁，Altria能够提高价格以抵消香烟销量的下降。由于其Marlboro品牌绝对主导了高档香烟市场，Altria可以继续通过提高价格来影响市场。</p><p style=\"text-align: start;\">除了提高价格，Altria Group还在寻求无烟产品以及各种收购和投资作为多样化其产品组合的手段。今年6月，Altria完成了对NJOY Holdings的27.5亿美元收购，该公司已获得美国食品和药物管理局（FDA）对其电子蒸汽产品颁发的六项营销授权。很少有电子蒸汽公司从FDA获得了这样的授权，这使Altria在这个潜在高增长渠道中取得了成功。</p><p style=\"text-align: start;\">此外，Altria的董事会以股东为先。在2022年完成了35亿美元的回购计划后，公司的董事会批准了10亿美元的回购计划。稳步减少已发行股份数量应该会提高每股收益，这将使其8倍的前瞻市盈率（P/E）比率更具吸引力。</p><p> <strong><a href=\"https://laohu8.com/S/T\">美国电话电报</a></strong> ：7.22%股息率 第三只超高股息的标准普尔500指数股票，可以帮助您从12100美元的初始投资（均分到所有三只股票）中每年获得1000美元的超安全股息收入，是Verizon的竞争对手AT&amp;T（T -2.19%）。AT&amp;T的7.2%股息率比标准普尔500指数的大约1.6%的股息率高出4倍多。</p><p style=\"text-align: start;\">AT&amp;T正在应对的挑战与Verizon基本相同。更高的利率将使未来项目和债务再融资成本更高，而《华尔街日报》的报告还声称，AT&amp;T可能面临与其使用铅包覆电缆有关的财务责任。</p><p style=\"text-align: start;\">与Verizon类似，AT&amp;T对《华尔街日报》的指控做出了回应，指出铅包覆电缆仅占其网络的一小部分。此外，AT&amp;T正在向美国环保署提供关于其铅包覆电缆是否存在公共健康问题的测试数据。AT&amp;T尚未找到任何证据表明其铅包覆电缆对公共健康构成威胁。</p><p>AT&amp;T的运营业绩也明显改善，这要归功于5G下载速度。不断进行的设备更替周期鼓励人们消费更多数据，这对AT&amp;T的无线部门来说是一大好消息。</p><p style=\"text-align: start;\">该公司还在连续五年中增加了至少100万名净AT&amp;T Fiber客户。在第三季度，AT&amp;T增加了29.6万名净宽带用户，有望实现连续第六年增加100万或更多名净增长。宽带服务应该鼓励捆绑服务，这对AT&amp;T的运营利润是一个积极因素。</p><p style=\"text-align: start;\">最重要的是，AT&amp;T的财务灵活性持续显著改善。当内容部门WarnerMedia于2022年4月分拆并与Discovery合并以创建Warner Bros. Discovery时，新的媒体实体承担了以前由AT&amp;T持有的某些债务。除了现金支付，这次分拆还使AT&amp;T获得了超过400亿美元的让步。从2022年3月31日到2023年9月30日期间，AT&amp;T的净债务从1690亿美元降至1287亿美元。换句话说，AT&amp;T的7%以上的股息率不会面临减少的风险。</p><p style=\"text-align: start;\">以前瞻性年度收益约6倍的估值，AT&amp;T看起来是一个绝对的超值选择，应该继续为寻求收入的投资者提供回报。</p><p>本文编译自Motley Fool，原文标题：</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ae6d65510a064320e7d1c9277966747","relate_stocks":{"VZ":"威瑞森","MO":"奥驰亚","T":"美国电话电报"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158467433","content_text":"这些强劲的S&P 500成分股，其平均股息率高达8.28%，实际上能够大幅增加收入投资者的收益。尽管在华尔街赚钱的策略层出不穷，但购买并持有股息股往往领先于其他策略。十年前，摩根大通嘉信资产管理，即摩根大通银行的财富管理部门，发布了一份报告，比较了在1972年至2012年期间，那些开始并增加股息的公司与那些不支付股息的公司的年化回报率。分析结果显示，股息股票的表现远远超过那些不支付股息的公司——股息股票在40年内的年化回报率为9.5%，而在同一时期内没有分红的上市公司的年化回报率仅为1.6%。股息股票在长期内的表现优异并不令人意外。定期向股东支付股息的公司往往能够持续盈利，提供透明的长期增长前景，并已向投资者证明他们能够成功应对经济衰退。换句话说，股息股票非常适合在较长时期内增值。但并非所有的股息股票都是一样的，即使在标准普尔500指数（^GSPC -1.43%）内也是如此。尽管大约80%的标准普尔500指数公司支付股息，但在股息规模和安全性方面，只有少数标准普尔500指数股票脱颖而出。如果您想产生1000美元的超安全年度股息收入，只需将12100美元（均分为三部分）投资到以下三只超高股息的标准普尔500指数股票中，它们的平均股息率为8.28%。 威瑞森 ：8.43%股息率 第一只超高股息的标准普尔500指数股票，可以帮助您从12100美元的起始投资中产生1000美元的年度股息收入（均分为三部分），是电信公司Verizon Communications（VZ -1.78%）。传统电信公司目前面临两个重要挑战。首先是迅速上升的利率。由于电信公司通常依赖债务融资来进行重大项目和收购，更高的借款利率将使未来的项目成本更高。对Verizon的另一个潜在担忧是《华尔街日报》七月份的一份报告，该报告强调了传统电信公司使用铅包覆电缆。《华尔街日报》的报告暗示了使用铅包覆电缆可能会导致与财务和/或环境责任有关的潜在问题。尽管这些都是短期交易者的明显担忧，但对于寻求一流收入的长期投资者来说，它们并不构成太大的担忧。例如，与使用铅包覆电缆相关的任何财务责任都需要数年时间才能由美国法院系统确定。关键点在于，这对Verizon来说不是一个迫在眉睫的问题，未来也不一定会成为一个问题。更重要的是，由于5G革命，Verizon的运营业绩正在缓慢但稳步改善。升级网络以支持5G下载速度导致数据消费增加，以及宽带客户增加激增。自去年6月底以来，Verizon在过去三个季度中至少新增了40万名净宽带用户。尽管宽带不再像二十年前那样是增长的主要驱动因素，但它仍然为健康的现金流生成贡献。此外，Verizon的零售后付费流失率为0.83%，保持在历史低位附近。无论美国经济表现如何，消费者都表现出不愿放弃智能手机、无线服务或互联网接入的不愿意。这意味着对于一个市值不到当前和未来年度收益的7倍，股息率超过8%的股票来说，在任何经济环境下都可以获得相对可预测的运营现金流。 奥驰亚 ：9.18%股息率 第二家超高股息的标准普尔500指数公司，可以从12100美元的初始投资中（均分为三部分）产生1000美元的超安全年度股息收入，是烟草公司Altria Group（MO 0.66%）。Altria是一家股息王，过去53年已经提高了57次股息。Altria运营模式的最大问题是，消费者已经意识到长期吸烟可能导致的负面健康影响。自20世纪60年代中期以来，美国成年人吸烟率已从约42%下降到截至2021年的11.5%。这意味着大烟草公司需要争取更少的消费者，导致香烟销量停滞或下降。尽管存在这个非常明显的阻力，Altria具有明显的竞争优势，以及可以在长期内为股东提供利好的策略。Altria的核心竞争优势是其定价能力。由于烟草制品含有成瘾性化学物质尼古丁，Altria能够提高价格以抵消香烟销量的下降。由于其Marlboro品牌绝对主导了高档香烟市场，Altria可以继续通过提高价格来影响市场。除了提高价格，Altria Group还在寻求无烟产品以及各种收购和投资作为多样化其产品组合的手段。今年6月，Altria完成了对NJOY Holdings的27.5亿美元收购，该公司已获得美国食品和药物管理局（FDA）对其电子蒸汽产品颁发的六项营销授权。很少有电子蒸汽公司从FDA获得了这样的授权，这使Altria在这个潜在高增长渠道中取得了成功。此外，Altria的董事会以股东为先。在2022年完成了35亿美元的回购计划后，公司的董事会批准了10亿美元的回购计划。稳步减少已发行股份数量应该会提高每股收益，这将使其8倍的前瞻市盈率（P/E）比率更具吸引力。 美国电话电报 ：7.22%股息率 第三只超高股息的标准普尔500指数股票，可以帮助您从12100美元的初始投资（均分到所有三只股票）中每年获得1000美元的超安全股息收入，是Verizon的竞争对手AT&T（T -2.19%）。AT&T的7.2%股息率比标准普尔500指数的大约1.6%的股息率高出4倍多。AT&T正在应对的挑战与Verizon基本相同。更高的利率将使未来项目和债务再融资成本更高，而《华尔街日报》的报告还声称，AT&T可能面临与其使用铅包覆电缆有关的财务责任。与Verizon类似，AT&T对《华尔街日报》的指控做出了回应，指出铅包覆电缆仅占其网络的一小部分。此外，AT&T正在向美国环保署提供关于其铅包覆电缆是否存在公共健康问题的测试数据。AT&T尚未找到任何证据表明其铅包覆电缆对公共健康构成威胁。AT&T的运营业绩也明显改善，这要归功于5G下载速度。不断进行的设备更替周期鼓励人们消费更多数据，这对AT&T的无线部门来说是一大好消息。该公司还在连续五年中增加了至少100万名净AT&T Fiber客户。在第三季度，AT&T增加了29.6万名净宽带用户，有望实现连续第六年增加100万或更多名净增长。宽带服务应该鼓励捆绑服务，这对AT&T的运营利润是一个积极因素。最重要的是，AT&T的财务灵活性持续显著改善。当内容部门WarnerMedia于2022年4月分拆并与Discovery合并以创建Warner Bros. Discovery时，新的媒体实体承担了以前由AT&T持有的某些债务。除了现金支付，这次分拆还使AT&T获得了超过400亿美元的让步。从2022年3月31日到2023年9月30日期间，AT&T的净债务从1690亿美元降至1287亿美元。换句话说，AT&T的7%以上的股息率不会面临减少的风险。以前瞻性年度收益约6倍的估值，AT&T看起来是一个绝对的超值选择，应该继续为寻求收入的投资者提供回报。本文编译自Motley Fool，原文标题：","news_type":1},"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":216350642819192,"gmtCreate":1693820194900,"gmtModify":1693820197276,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"在记忆里寻找你","avatar":"https://community-static.tradeup.com/news/36a21f43f8afc687f42d0c0ae67fd476","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4118111696126822","authorIdStr":"4118111696126822"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>this is a good","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>this is a good","text":"$英伟达(NVDA)$ this is a good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/216350642819192","isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":210113350987904,"gmtCreate":1692319554954,"gmtModify":1692319557514,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"在记忆里寻找你","avatar":"https://community-static.tradeup.com/news/36a21f43f8afc687f42d0c0ae67fd476","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4118111696126822","authorIdStr":"4118111696126822"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/210113350987904","repostId":"2360493933","repostType":2,"repost":{"id":"2360493933","pubTimestamp":1692305876,"share":"https://ttm.financial/m/news/2360493933?lang=&edition=fundamental","pubTime":"2023-08-18 04:57","market":"us","language":"zh","title":"美股成交额TOP20 | 英伟达绩前获华尔街接力唱多；医疗保健公司CVS健康股价重挫逾8%","url":"https://stock-news.laohu8.com/highlight/detail?id=2360493933","media":"环球市场播报","summary":"华尔街大行$花旗$集团预测$英伟达$即将公布季度业绩将非常强劲；$CVS健康$收跌8.14%，成交29.43亿美元。与此同时，该公司正对部分现有车型启动新一轮降价。此外特斯拉公司的工程师们周四表示，在2016年撞车事故造成车主死亡之后，特斯拉仍未能解决自动驾驶系统Autopilot的局限性。券商奥本海默周四将英伟达的目标价从420美元上调至500美元，维持“跑赢大市”评级，称英伟达受益于广泛、强劲的人工智能需求。","content":"<html><head></head><body><blockquote><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>收跌0.33%，成交195.17亿美元。华尔街大行<a href=\"https://laohu8.com/S/C\">花旗</a>集团预测<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>即将公布季度业绩将非常强劲；<a href=\"https://laohu8.com/S/CVS\">CVS健康</a>收跌8.14%，成交29.43亿美元。非盈利健康保险公司加州蓝盾公司周四表示，计划放弃CVS Health作为其药房福利管理机构的地位&gt;&gt;</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/22c9c28fde5cf8e1c80fcb50a9202246\" title=\"以上为美股当日交易最活跃的20只股票（按成交额）\" tg-width=\"550\" tg-height=\"2529\"/><span>以上为美股当日交易最活跃的20只股票（按成交额）</span></p><p>周四美股成交额第1名<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>收跌2.83%，成交265.47亿美元。据知情人士透露，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>改进后的Model 3将于下个月开始在中国大规模生产，产量将在9月30日开始的中国国庆假期期间增加。</p><p>该消息人士称，特斯拉正处于生产展示车的最后阶段，这些车将于8月晚些时候运往特斯拉的展厅。与此同时，该公司正对部分现有车型启动新一轮降价。</p><p>此外特斯拉公司的工程师们周四表示，在2016年撞车事故造成车主死亡之后，特斯拉仍未能解决自动驾驶系统Autopilot的局限性。</p><p>第2名<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>收跌0.33%，成交195.17亿美元。华尔街大行<a href=\"https://laohu8.com/S/C\">花旗</a>集团预测<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>即将公布季度业绩将非常强劲，并表示由于对人工智能的“强劲”需求，预计该公司的数据中心业绩将有所上升。</p><p>券商奥本海默周四将英伟达的目标价从420美元上调至500美元，维持“跑赢大市”评级，称英伟达受益于广泛、强劲的人工智能需求。该行认为，有几个结构性利好因素将推动公司业绩持续大幅增长，包括数据中心/人工智能加速器和自动驾驶汽车。</p><p>在此之前，花旗、<a href=\"https://laohu8.com/S/UBS\">瑞银</a>等多家大行发布了看多英伟达的报告。</p><p>第3名<a href=\"https://laohu8.com/S/JNJ\">强生</a>收高0.94%，成交120.18亿美元。近日<a href=\"https://laohu8.com/S/JNJ\">强生</a>旗下的Janssen部门宣布，美国FDA批准其口服抗癌药物Akeega作为某些转移性去势抵抗性前列腺癌（mCRPC）的成人联合治疗药物。</p><p>第4名<a href=\"https://laohu8.com/S/AAPL\">苹果</a>收跌1.46%，成交106.93亿美元。投行Wedbush分析师Dan Ives周四称，尽管<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司以避免大型并购交易而闻名，但它应该为<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>旗下的体育频道ESPN而破例，因为苹果希望在其流媒体视频服务上扩大体育节目。Dan Ives在一份报告中写道，对于苹果而言，与ESPN合作，或者直接收购ESPN，根本无需思考。</p><p>他认为收购ESPN可能会花掉苹果公司超过500亿美元，交易可以为苹果提供有价值的体育内容、主要的电视转播权，并改变Apple TV未来的交叉销售机会和吸引力，因此将具有巨大的战略意义。</p><p>第5名<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>收跌3.13%，成交68.78亿美元。</p><p>第8名AMD收跌2.57%，在纳斯达克100指数成分股中表现最差，成交61.76亿美元。</p><p>第9名<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>A类股（GOOGL）收高0.95%，成交43.1亿美元。第11名<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>（GOOG）收高1.05%，成交30.84亿美元。媒体爆料称，谷歌“全新大杀器”Gemini或于秋季发布，该模型结合了GPT-4、Midjourney、Stable Diffusion三大模型的能力，还能够提供分析图表、创建带有文本描述的图形、使用文本或语音命令控制软件。</p><p>第12名CVS Health收跌8.14%，成交29.43亿美元。非盈利健康保险公司加州蓝盾公司（Blue Shield）周四表示，计划放弃CVS Health作为其药房福利管理机构的地位，与<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和Cost Plus Drug Company等合作伙伴合作，提供上门送药服务和低价药品。</p><p>此外CVS Health周四确认2023财年调整后EPS为8.50-8.70美元区间的预估。</p><p>第13名<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>收跌2.24%，成交28.1亿美元。<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>营收、净利润等关键指标均超预期。受食品杂货业务和电商业务的推动，沃尔玛预计全年净销售额增长4.0%至4.5%，高于此前3.5%的预期，调整后每股收益6.36美元至6.46美元，高于之前的6.10美元至6.20美元的指引，也高于市场预期的6.28美元。不过，在电话会上，该公司高管发表了一些悲观评论，警告“今年剩余时间经济存在不确定性”，令其股价收跌。</p><p>第14名<a href=\"https://laohu8.com/S/CSCO\">思科</a>收高3.34%，成交24.9亿美元。<a href=\"https://laohu8.com/S/CSCO\">思科</a>第四财季净营收为152.03亿美元，与上年同期的131.02亿美元相比增长16%；净利润为40亿美元，与上年同期的28亿美元相比增长41%；不按照美国通用会计准则的调整后净利润为47亿美元，与上年同期的34亿美元相比增长36%。</p><p>思科第四财季营收和调整后每股收益均超出华尔街分析师此前预期，对2024财年第一财季和2024财年全年调整后每股收益的展望也均超出预期。</p><p>第15名Netflix收跌3%，成交24.4亿美元。</p><p>第16名<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>收高1.94%，成交18.17亿美元。瑞穗将<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>的目标股价从130美元上调至131美元。</p><p>第19名<a href=\"https://laohu8.com/S/UNH\">联合健康</a>收跌1.91%，成交14.9亿美元。</p></body></html>","source":"highlight_sina","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>美股成交额TOP20 | 英伟达绩前获华尔街接力唱多；医疗保健公司CVS健康股价重挫逾8%</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美股成交额TOP20 | 英伟达绩前获华尔街接力唱多；医疗保健公司CVS健康股价重挫逾8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-18 04:57 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2023-08-18/doc-imzhqept6382320.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达收跌0.33%，成交195.17亿美元。华尔街大行花旗集团预测英伟达即将公布季度业绩将非常强劲；CVS健康收跌8.14%，成交29.43亿美元。非盈利健康保险公司加州蓝盾公司周四表示，计划放弃CVS Health作为其药房福利管理机构的地位>>以上为美股当日交易最活跃的20只股票（按成交额）周四美股成交额第1名特斯拉收跌2.83%，成交265.47亿美元。据知情人士透露，特斯拉改进后的...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2023-08-18/doc-imzhqept6382320.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4543":"AI","BK4527":"明星科技股","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4588":"碎股","BK4141":"半导体产品","LU0056508442.USD":"贝莱德世界科技基金A2","BK4503":"景林资产持仓","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","NVDA":"英伟达","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","CVS":"西维斯健康","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","BK4196":"保健护理服务","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2023-08-18/doc-imzhqept6382320.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2360493933","content_text":"英伟达收跌0.33%，成交195.17亿美元。华尔街大行花旗集团预测英伟达即将公布季度业绩将非常强劲；CVS健康收跌8.14%，成交29.43亿美元。非盈利健康保险公司加州蓝盾公司周四表示，计划放弃CVS Health作为其药房福利管理机构的地位>>以上为美股当日交易最活跃的20只股票（按成交额）周四美股成交额第1名特斯拉收跌2.83%，成交265.47亿美元。据知情人士透露，特斯拉改进后的Model 3将于下个月开始在中国大规模生产，产量将在9月30日开始的中国国庆假期期间增加。该消息人士称，特斯拉正处于生产展示车的最后阶段，这些车将于8月晚些时候运往特斯拉的展厅。与此同时，该公司正对部分现有车型启动新一轮降价。此外特斯拉公司的工程师们周四表示，在2016年撞车事故造成车主死亡之后，特斯拉仍未能解决自动驾驶系统Autopilot的局限性。第2名英伟达收跌0.33%，成交195.17亿美元。华尔街大行花旗集团预测英伟达即将公布季度业绩将非常强劲，并表示由于对人工智能的“强劲”需求，预计该公司的数据中心业绩将有所上升。券商奥本海默周四将英伟达的目标价从420美元上调至500美元，维持“跑赢大市”评级，称英伟达受益于广泛、强劲的人工智能需求。该行认为，有几个结构性利好因素将推动公司业绩持续大幅增长，包括数据中心/人工智能加速器和自动驾驶汽车。在此之前，花旗、瑞银等多家大行发布了看多英伟达的报告。第3名强生收高0.94%，成交120.18亿美元。近日强生旗下的Janssen部门宣布，美国FDA批准其口服抗癌药物Akeega作为某些转移性去势抵抗性前列腺癌（mCRPC）的成人联合治疗药物。第4名苹果收跌1.46%，成交106.93亿美元。投行Wedbush分析师Dan Ives周四称，尽管苹果公司以避免大型并购交易而闻名，但它应该为迪士尼旗下的体育频道ESPN而破例，因为苹果希望在其流媒体视频服务上扩大体育节目。Dan Ives在一份报告中写道，对于苹果而言，与ESPN合作，或者直接收购ESPN，根本无需思考。他认为收购ESPN可能会花掉苹果公司超过500亿美元，交易可以为苹果提供有价值的体育内容、主要的电视转播权，并改变Apple TV未来的交叉销售机会和吸引力，因此将具有巨大的战略意义。第5名Meta Platforms收跌3.13%，成交68.78亿美元。第8名AMD收跌2.57%，在纳斯达克100指数成分股中表现最差，成交61.76亿美元。第9名谷歌A类股（GOOGL）收高0.95%，成交43.1亿美元。第11名谷歌（GOOG）收高1.05%，成交30.84亿美元。媒体爆料称，谷歌“全新大杀器”Gemini或于秋季发布，该模型结合了GPT-4、Midjourney、Stable Diffusion三大模型的能力，还能够提供分析图表、创建带有文本描述的图形、使用文本或语音命令控制软件。第12名CVS Health收跌8.14%，成交29.43亿美元。非盈利健康保险公司加州蓝盾公司（Blue Shield）周四表示，计划放弃CVS Health作为其药房福利管理机构的地位，与亚马逊和Cost Plus Drug Company等合作伙伴合作，提供上门送药服务和低价药品。此外CVS Health周四确认2023财年调整后EPS为8.50-8.70美元区间的预估。第13名沃尔玛收跌2.24%，成交28.1亿美元。沃尔玛营收、净利润等关键指标均超预期。受食品杂货业务和电商业务的推动，沃尔玛预计全年净销售额增长4.0%至4.5%，高于此前3.5%的预期，调整后每股收益6.36美元至6.46美元，高于之前的6.10美元至6.20美元的指引，也高于市场预期的6.28美元。不过，在电话会上，该公司高管发表了一些悲观评论，警告“今年剩余时间经济存在不确定性”，令其股价收跌。第14名思科收高3.34%，成交24.9亿美元。思科第四财季净营收为152.03亿美元，与上年同期的131.02亿美元相比增长16%；净利润为40亿美元，与上年同期的28亿美元相比增长41%；不按照美国通用会计准则的调整后净利润为47亿美元，与上年同期的34亿美元相比增长36%。思科第四财季营收和调整后每股收益均超出华尔街分析师此前预期，对2024财年第一财季和2024财年全年调整后每股收益的展望也均超出预期。第15名Netflix收跌3%，成交24.4亿美元。第16名埃克森美孚收高1.94%，成交18.17亿美元。瑞穗将埃克森美孚的目标股价从130美元上调至131美元。第19名联合健康收跌1.91%，成交14.9亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":204212539408544,"gmtCreate":1690864933946,"gmtModify":1690864936645,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"在记忆里寻找你","avatar":"https://community-static.tradeup.com/news/36a21f43f8afc687f42d0c0ae67fd476","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4118111696126822","authorIdStr":"4118111696126822"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/204212539408544","repostId":"1195558359","repostType":2,"repost":{"id":"1195558359","weMediaInfo":{"introduction":"中国最具影响力的财经新闻媒体《财经》携手道琼斯媒体集团，引入百年历史的《巴伦》（Barron's）独家内容，打造涵盖全球金融信息、市场动态、行业分析、公司研究及理财顾问评估的全球投资平台。","home_visible":1,"media_name":"巴伦周刊","id":"1063202233","head_image":"https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab"},"pubTimestamp":1690816596,"share":"https://ttm.financial/m/news/1195558359?lang=&edition=fundamental","pubTime":"2023-07-31 23:16","market":"us","language":"zh","title":"80%成分股盈利超预期，美股还能继续涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1195558359","media":"巴伦周刊","summary":"上周标普500指数上涨1%，至4582点，道琼斯工业平均指数上涨0.7%，收于35459点，纳斯达克综合指数上涨2%，至14317点。标普500指数目前已从去年10月12日触及的52周低点上涨了28%，并在上周五创下52周新高，这意味着股市正处于牛市中。目前约一半的成分股公司公布了财报，盈利同比平均增长约3%，低于2022年第二季度的9%。不过，80%左右成分股公司的盈利超出预期。劳舍尔指出，今年迄今为止，标普500等权重指数仅上涨了9%，涨幅远低于标普500指数的20%。","content":"<html><head></head><body><blockquote>“同行业公司之间业绩表现的差异越来越明显。”</blockquote><p>美联储和经济数据已经被投资者抛在脑后，过去一周对美股市场来说只有一件事最重要——公司财报，而且财报表现不错，预计会继续推动股市上涨。 </p><p>上周标普500指数上涨1%，至4582点，道琼斯工业平均指数上涨0.7%，收于35459点，纳斯达克综合指数上涨2%，至14317点。 </p><p>标普500指数目前已从去年10月12日触及的52周低点上涨了28%，并在上周五创下52周新高，这意味着股市正处于牛市中。 </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/331e487e0b3ebefb4b9f2be56289bb1e\" alt=\"\" title=\"\" tg-width=\"697\" tg-height=\"422\"/></p><p>这可能看上去有点奇怪，尤其对空头来说，因为标普500指数成份股公司的盈利只能用一般来形容，不足以解释该指数大幅上涨的原因。目前约一半的成分股公司公布了财报，盈利同比平均增长约3%，低于2022年第二季度的9%。 </p><p>不过，80%左右成分股公司的盈利超出预期。虽然大多数公司的盈利通常都会超出预期，但80%的比例高于今年第一季度（略低于80%）和去年第二季度（略低于75%）。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c08c5fa3d35c7568af672a207783e91\" alt=\"\" title=\"\" tg-width=\"639\" tg-height=\"426\"/></p><p>BFR Research创始人布莱恩·劳舍尔(Brian Rauscher)说：“目前公司盈利没有出现大幅下滑的情况。”劳舍尔还称，他对盈利增长放缓的担忧已经消除。 </p><p>第二季度财报季还没有结束，也有可能最终会像一些策略师预计的那样出现盈利下降的情况，在财报季到来前，他们预计公司盈利将下降4%。零售商还没有公布财报。如果第二季度公司盈利下降，将是连续第二个季度下降，标志着“盈利衰退”。不过，由于同一行业公司业绩表现的差异较大，当前财报季结束时确实有可能出现整体盈利下降的的情况。 </p><p>劳舍尔说：“由于缺乏货币或财政刺激带来的巨大推动力，公司业绩表现的差异化越来越明显，在同一行业里，有些公司的业绩还不错，有些公司的业绩则没那么好。”</p><p>以通用电气(GE)和RTX (RTX)为例，这两家公司都生产航空发动机，但通用电气的股价在上周二公布财报后上涨了6.3%，RTX在同一天公布财报后却下跌了10%，为什么？因为RTX的一款航空发动机的质量出了问题。 </p><p>台积电(TSM)和英特尔(INTC)的走势也各不相同，前者在7月20日公布财报后股价下跌3.3%，后者上周五公布财报后上涨了5.7%，英特尔第二季度扭亏为盈的好消息盖过了投资者对芯片行业的周期性担忧。 </p><p>这一切都说明，目前的股市比投资者认为的要复杂得多。劳舍尔指出，今年迄今为止，标普500等权重指数仅上涨了9%，涨幅远低于标普500指数的20%。 </p><p>劳舍尔仍然看好大型科技公司，微软(MSFT)、Meta Platforms (META)、特斯拉(TSLA)和Alphabet (GOOGL)上周公布的财报表现都不错，但还不足以带动所有股票走高。 </p><p>上述公司的良好表现对本周公布财报的亚马逊(AMZN)和苹果(AAPL)来说是一个好兆头，目前非必需消费品公司的盈利较一年前增长速度最快，再加上消费者信心好于预期，这预示着该行业在2023年下半年会有良好表现。</p><p>总而言之，投资者可以不用担心公司财报了，它们的表现还不错，足以推动股市继续走高。</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>80%成分股盈利超预期，美股还能继续涨</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\">\n80%成分股盈利超预期，美股还能继续涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1063202233\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">巴伦周刊 </p>\n<p class=\"h-time\">2023-07-31 23:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>“同行业公司之间业绩表现的差异越来越明显。”</blockquote><p>美联储和经济数据已经被投资者抛在脑后，过去一周对美股市场来说只有一件事最重要——公司财报，而且财报表现不错，预计会继续推动股市上涨。 </p><p>上周标普500指数上涨1%，至4582点，道琼斯工业平均指数上涨0.7%，收于35459点，纳斯达克综合指数上涨2%，至14317点。 </p><p>标普500指数目前已从去年10月12日触及的52周低点上涨了28%，并在上周五创下52周新高，这意味着股市正处于牛市中。 </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/331e487e0b3ebefb4b9f2be56289bb1e\" alt=\"\" title=\"\" tg-width=\"697\" tg-height=\"422\"/></p><p>这可能看上去有点奇怪，尤其对空头来说，因为标普500指数成份股公司的盈利只能用一般来形容，不足以解释该指数大幅上涨的原因。目前约一半的成分股公司公布了财报，盈利同比平均增长约3%，低于2022年第二季度的9%。 </p><p>不过，80%左右成分股公司的盈利超出预期。虽然大多数公司的盈利通常都会超出预期，但80%的比例高于今年第一季度（略低于80%）和去年第二季度（略低于75%）。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c08c5fa3d35c7568af672a207783e91\" alt=\"\" title=\"\" tg-width=\"639\" tg-height=\"426\"/></p><p>BFR Research创始人布莱恩·劳舍尔(Brian Rauscher)说：“目前公司盈利没有出现大幅下滑的情况。”劳舍尔还称，他对盈利增长放缓的担忧已经消除。 </p><p>第二季度财报季还没有结束，也有可能最终会像一些策略师预计的那样出现盈利下降的情况，在财报季到来前，他们预计公司盈利将下降4%。零售商还没有公布财报。如果第二季度公司盈利下降，将是连续第二个季度下降，标志着“盈利衰退”。不过，由于同一行业公司业绩表现的差异较大，当前财报季结束时确实有可能出现整体盈利下降的的情况。 </p><p>劳舍尔说：“由于缺乏货币或财政刺激带来的巨大推动力，公司业绩表现的差异化越来越明显，在同一行业里，有些公司的业绩还不错，有些公司的业绩则没那么好。”</p><p>以通用电气(GE)和RTX (RTX)为例，这两家公司都生产航空发动机，但通用电气的股价在上周二公布财报后上涨了6.3%，RTX在同一天公布财报后却下跌了10%，为什么？因为RTX的一款航空发动机的质量出了问题。 </p><p>台积电(TSM)和英特尔(INTC)的走势也各不相同，前者在7月20日公布财报后股价下跌3.3%，后者上周五公布财报后上涨了5.7%，英特尔第二季度扭亏为盈的好消息盖过了投资者对芯片行业的周期性担忧。 </p><p>这一切都说明，目前的股市比投资者认为的要复杂得多。劳舍尔指出，今年迄今为止，标普500等权重指数仅上涨了9%，涨幅远低于标普500指数的20%。 </p><p>劳舍尔仍然看好大型科技公司，微软(MSFT)、Meta Platforms (META)、特斯拉(TSLA)和Alphabet (GOOGL)上周公布的财报表现都不错，但还不足以带动所有股票走高。 </p><p>上述公司的良好表现对本周公布财报的亚马逊(AMZN)和苹果(AAPL)来说是一个好兆头，目前非必需消费品公司的盈利较一年前增长速度最快，再加上消费者信心好于预期，这预示着该行业在2023年下半年会有良好表现。</p><p>总而言之，投资者可以不用担心公司财报了，它们的表现还不错，足以推动股市继续走高。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195558359","content_text":"“同行业公司之间业绩表现的差异越来越明显。”美联储和经济数据已经被投资者抛在脑后，过去一周对美股市场来说只有一件事最重要——公司财报，而且财报表现不错，预计会继续推动股市上涨。 上周标普500指数上涨1%，至4582点，道琼斯工业平均指数上涨0.7%，收于35459点，纳斯达克综合指数上涨2%，至14317点。 标普500指数目前已从去年10月12日触及的52周低点上涨了28%，并在上周五创下52周新高，这意味着股市正处于牛市中。 这可能看上去有点奇怪，尤其对空头来说，因为标普500指数成份股公司的盈利只能用一般来形容，不足以解释该指数大幅上涨的原因。目前约一半的成分股公司公布了财报，盈利同比平均增长约3%，低于2022年第二季度的9%。 不过，80%左右成分股公司的盈利超出预期。虽然大多数公司的盈利通常都会超出预期，但80%的比例高于今年第一季度（略低于80%）和去年第二季度（略低于75%）。BFR Research创始人布莱恩·劳舍尔(Brian Rauscher)说：“目前公司盈利没有出现大幅下滑的情况。”劳舍尔还称，他对盈利增长放缓的担忧已经消除。 第二季度财报季还没有结束，也有可能最终会像一些策略师预计的那样出现盈利下降的情况，在财报季到来前，他们预计公司盈利将下降4%。零售商还没有公布财报。如果第二季度公司盈利下降，将是连续第二个季度下降，标志着“盈利衰退”。不过，由于同一行业公司业绩表现的差异较大，当前财报季结束时确实有可能出现整体盈利下降的的情况。 劳舍尔说：“由于缺乏货币或财政刺激带来的巨大推动力，公司业绩表现的差异化越来越明显，在同一行业里，有些公司的业绩还不错，有些公司的业绩则没那么好。”以通用电气(GE)和RTX (RTX)为例，这两家公司都生产航空发动机，但通用电气的股价在上周二公布财报后上涨了6.3%，RTX在同一天公布财报后却下跌了10%，为什么？因为RTX的一款航空发动机的质量出了问题。 台积电(TSM)和英特尔(INTC)的走势也各不相同，前者在7月20日公布财报后股价下跌3.3%，后者上周五公布财报后上涨了5.7%，英特尔第二季度扭亏为盈的好消息盖过了投资者对芯片行业的周期性担忧。 这一切都说明，目前的股市比投资者认为的要复杂得多。劳舍尔指出，今年迄今为止，标普500等权重指数仅上涨了9%，涨幅远低于标普500指数的20%。 劳舍尔仍然看好大型科技公司，微软(MSFT)、Meta Platforms (META)、特斯拉(TSLA)和Alphabet (GOOGL)上周公布的财报表现都不错，但还不足以带动所有股票走高。 上述公司的良好表现对本周公布财报的亚马逊(AMZN)和苹果(AAPL)来说是一个好兆头，目前非必需消费品公司的盈利较一年前增长速度最快，再加上消费者信心好于预期，这预示着该行业在2023年下半年会有良好表现。总而言之，投资者可以不用担心公司财报了，它们的表现还不错，足以推动股市继续走高。","news_type":1},"isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199826968072384,"gmtCreate":1689827465837,"gmtModify":1689827468466,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"在记忆里寻找你","avatar":"https://community-static.tradeup.com/news/36a21f43f8afc687f42d0c0ae67fd476","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4118111696126822","authorIdStr":"4118111696126822"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/199826968072384","repostId":"2352618120","repostType":2,"repost":{"id":"2352618120","pubTimestamp":1689819853,"share":"https://ttm.financial/m/news/2352618120?lang=&edition=fundamental","pubTime":"2023-07-20 10:24","market":"us","language":"zh","title":"去年25%、今年18.2%！特斯拉“全球价格战”的底气还有不少","url":"https://stock-news.laohu8.com/highlight/detail?id=2352618120","media":"华尔街见闻","summary":"历经长达一年的“全球价格战”，$特斯拉$毛利率已从去年同期的25%下降至今年Q2的18.2%，盈利能力遭到大幅挤压，但马斯克似乎仍底气十足。在马斯克发表评论后，特斯拉股价盘后跌逾4%，早前收盘时基本持平。财报显示，特斯拉Q2整体毛利率为18.2%，创16个季度以来的最低纪录，而Q1为19.3%，去年同期为25%。特斯拉重申了今年实现约180万辆汽车交付量的预期，但警告称，由于工厂升级，第三季度产量将略有下降。","content":"<html><head></head><body><blockquote><strong>“多轮大幅降价，使特斯拉在打造电动汽车城堡后处于优势地位，现在将进一步将其变现。”</strong></blockquote><p>历经长达一年的“全球价格战”，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>毛利率已从去年同期的25%下降至今年Q2的18.2%，盈利能力遭到大幅挤压，但马斯克似乎仍底气十足。</p><p>当地时间周三，马斯克在特斯拉Q2财报电话会上表示，将在“动荡时期”继续降价，即如果利率继续上升，特斯拉将继续降价。</p><p>马斯克告诉分析师：</p><blockquote>有时候似乎世界经济正在崩溃，但第二天又好像一切都正常了。我真不知道到底发生了什么。我们正处于动荡的时期。</blockquote><h2 id=\"id_2065846075\">“以价换量”策略发力，特斯拉巩固主导地位</h2><p>自去年年底以来，特斯拉已在美国、中国和其他主要市场多次降价，并实施更多折扣和其他激励措施，在去库存的同时，应对日益激烈的竞争和经济的不确定性。</p><p>“以价换量”的策略确实奏效，公司Q2收入和利润均超过预期，且期间的交付量创历史新高。</p><p>但与此同时，大幅降价也给特斯拉汽车毛利率造成了压力。</p><p>根据路透社的计算，<strong>第二季度，特斯拉不包括监管信贷的汽车毛利率从Q1的19%降至18.1%。相比之下，一年前这一数字为26%。</strong></p><p>一月份，特斯拉首席财务官Zachary Kirkhorn表示，他今年的汽车利润目标是20%（不包括监管信贷）。</p><p>但在电动汽车需求普遍放缓和库存膨胀的情况下，这一目标很难维持，Kirkhorn在4月份取消了这一预测。</p><p>根据特斯拉公布的数据，目前公司全球市场库存量为16天，高于上季度的15天和一年前的4天。</p><p>财报显示，<strong>特斯拉Q2整体毛利率为18.2%，创16个季度以来的最低纪录，而Q1为19.3%，去年同期为25%。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e815366b183fc2afce69f5c759e2ce0\" title=\"\" tg-width=\"1024\" tg-height=\"721\"/></p><p>尽管盈利能力遭到冲击，马斯克仍表示，特斯拉将牺牲利润率来推动销量增长。</p><p>对此，投行Wedbush分析师在一份报告中表示：</p><blockquote><strong>多轮大幅降价，使特斯拉在打造电动汽车城堡后处于优势地位，现在将进一步将其变现。</strong></blockquote><p>华尔街见闻此前文章提及，特斯拉Model Y登顶2023年Q1全球最畅销汽车，取代多年来占据这一宝座的丰田卡罗拉，这也是电动汽车首次成为全球销量冠军。</p><p>特斯拉重申了今年实现约180万辆汽车交付量的预期，但警告称，<strong>由于工厂升级，第三季度产量将略有下降。</strong></p><p>值得一提的是，在至关重要的中国市场，特斯拉由于缺乏新车型上市，在与本土车企的竞争开始焦灼起来，特斯拉可能不得不通过继续降价来吸引客户。</p><p>分析师表示，像Cybertruck这样的新车型也可以帮助特斯拉维持销量增长。不过，这款万众期待的电动皮卡可能需要明年才能大规模上市。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>去年25%、今年18.2%！特斯拉“全球价格战”的底气还有不少</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去年25%、今年18.2%！特斯拉“全球价格战”的底气还有不少\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-20 10:24 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3693663><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“多轮大幅降价，使特斯拉在打造电动汽车城堡后处于优势地位，现在将进一步将其变现。”历经长达一年的“全球价格战”，特斯拉毛利率已从去年同期的25%下降至今年Q2的18.2%，盈利能力遭到大幅挤压，但马斯克似乎仍底气十足。当地时间周三，马斯克在特斯拉Q2财报电话会上表示，将在“动荡时期”继续降价，即如果利率继续上升，特斯拉将继续降价。马斯克告诉分析师：有时候似乎世界经济正在崩溃，但第二天又好像一切都...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3693663\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a84f95426fc9301e1eaca745e74c17cc","relate_stocks":{"LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","BK4527":"明星科技股","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4588":"碎股","BK4550":"红杉资本持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4574":"无人驾驶","LU1548497426.USD":"安联环球人工智能AT 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H2-SGD"},"source_url":"https://wallstreetcn.com/articles/3693663","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2352618120","content_text":"“多轮大幅降价，使特斯拉在打造电动汽车城堡后处于优势地位，现在将进一步将其变现。”历经长达一年的“全球价格战”，特斯拉毛利率已从去年同期的25%下降至今年Q2的18.2%，盈利能力遭到大幅挤压，但马斯克似乎仍底气十足。当地时间周三，马斯克在特斯拉Q2财报电话会上表示，将在“动荡时期”继续降价，即如果利率继续上升，特斯拉将继续降价。马斯克告诉分析师：有时候似乎世界经济正在崩溃，但第二天又好像一切都正常了。我真不知道到底发生了什么。我们正处于动荡的时期。“以价换量”策略发力，特斯拉巩固主导地位自去年年底以来，特斯拉已在美国、中国和其他主要市场多次降价，并实施更多折扣和其他激励措施，在去库存的同时，应对日益激烈的竞争和经济的不确定性。“以价换量”的策略确实奏效，公司Q2收入和利润均超过预期，且期间的交付量创历史新高。但与此同时，大幅降价也给特斯拉汽车毛利率造成了压力。根据路透社的计算，第二季度，特斯拉不包括监管信贷的汽车毛利率从Q1的19%降至18.1%。相比之下，一年前这一数字为26%。一月份，特斯拉首席财务官Zachary Kirkhorn表示，他今年的汽车利润目标是20%（不包括监管信贷）。但在电动汽车需求普遍放缓和库存膨胀的情况下，这一目标很难维持，Kirkhorn在4月份取消了这一预测。根据特斯拉公布的数据，目前公司全球市场库存量为16天，高于上季度的15天和一年前的4天。财报显示，特斯拉Q2整体毛利率为18.2%，创16个季度以来的最低纪录，而Q1为19.3%，去年同期为25%。尽管盈利能力遭到冲击，马斯克仍表示，特斯拉将牺牲利润率来推动销量增长。对此，投行Wedbush分析师在一份报告中表示：多轮大幅降价，使特斯拉在打造电动汽车城堡后处于优势地位，现在将进一步将其变现。华尔街见闻此前文章提及，特斯拉Model Y登顶2023年Q1全球最畅销汽车，取代多年来占据这一宝座的丰田卡罗拉，这也是电动汽车首次成为全球销量冠军。特斯拉重申了今年实现约180万辆汽车交付量的预期，但警告称，由于工厂升级，第三季度产量将略有下降。值得一提的是，在至关重要的中国市场，特斯拉由于缺乏新车型上市，在与本土车企的竞争开始焦灼起来，特斯拉可能不得不通过继续降价来吸引客户。分析师表示，像Cybertruck这样的新车型也可以帮助特斯拉维持销量增长。不过，这款万众期待的电动皮卡可能需要明年才能大规模上市。","news_type":1},"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196646782550032,"gmtCreate":1689050254958,"gmtModify":1689050259032,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"在记忆里寻找你","avatar":"https://community-static.tradeup.com/news/36a21f43f8afc687f42d0c0ae67fd476","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4118111696126822","authorIdStr":"4118111696126822"},"themes":[],"htmlText":"666[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;all the best","listText":"666[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;all the best","text":"666[财迷] [财迷] [财迷] all the best","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/196646782550032","repostId":"1171309430","repostType":2,"repost":{"id":"1171309430","pubTimestamp":1689046896,"share":"https://ttm.financial/m/news/1171309430?lang=&edition=fundamental","pubTime":"2023-07-11 11:41","market":"us","language":"zh","title":"美股焦点：控制“七姐妹”影响，纳指将于7月21日“特殊调权”","url":"https://stock-news.laohu8.com/highlight/detail?id=1171309430","media":"华尔街见闻","summary":"届时追踪纳指的基金将抛售权重下降的公司股票。","content":"<html><head></head><body><p style=\"text-align: justify;\">为解决最大成分股过分集中的问题，纳指将于本月晚些时候进行调整。</p><p style=\"text-align: justify;\">当地时间7月7日晚间，纳斯达克宣布，将对纳斯达克100指数（以下简称“纳指”）进行“特别重新平衡（special rebalance）”，通过重新分配权重以解决指数过度集中的问题。</p><p style=\"text-align: justify;\">此次调整将基于截至7月3日的流通股名单进行，具体调整方案将于7月14日宣布，并于7月21日收盘后进行，在7月24提开市前生效。该指数的变化将迫使追踪该指数的投资基金调整其投资组合，并出售在该指数中权重下降的公司股票。</p><p style=\"text-align: justify;\">纳指通常在每年12月重构，每个季度都有额外的重新平衡机会。纳斯达克交易所在声明中表示：</p><blockquote>如果确定有必要保持指数的完整性，可以随时进行特别的再平衡。</blockquote><p style=\"text-align: justify;\">自成立以来，纳指只进行过两次特殊调权，分别是1998年12月和2011年5月。根据再平衡规则，如果所占权重最大的几家公司（占该指数4.5%或以上权重）的综合权重超过48%，纳斯达克就将对指数进行调权，<strong>直至其在指数中的总权重不超过40%。</strong></p><p style=\"text-align: justify;\">今年以来，纳指已经上涨了38%，但这一涨幅主要来自于最大的七个权重股——微软、苹果、Alphabet、英伟达、亚马逊、META和特斯拉。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7380af05c4bc798033600cacf8ab5cf\" tg-width=\"640\" tg-height=\"656\"/></p><p style=\"text-align: justify;\">由于纳指的编制方法围绕着市值进行调整并确认，<strong>因此市值是影响权重的最大因素之一。</strong></p><p style=\"text-align: justify;\">截至7月7日，这七家公司已经占据纳指55%的权重。其中，微软的权重最高，为12.9%，其次为苹果（12.5%）、Alphabet（7.4%）、英伟达（7%）、亚马逊（6.9%）、特斯拉（4.5%）和Meta（4.3%）。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26dc6802048713c86bf768b591a465f5\" tg-width=\"624\" tg-height=\"402\"/></p><p style=\"text-align: justify;\">过度集中的权重使得纳指整体的表现掩盖了大多数股票的平淡，一些分析师和投资者都对此感到不安。</p><p style=\"text-align: justify;\"><a href=\"https://wallstreetcn.com/articles/3691290?keyword=%E4%B8%83%E5%A7%90%E5%A6%B9\" title=\"此前，\" class=\"\">此前，</a>华尔街最大空头分析师之一，摩根士丹利首席美国股票策略师Mike Wilson曾警告，“少数巨型股”的胜利正在掩盖市场上更广泛的痛苦：</p><blockquote>重大的重新定价已经发生......由低质量、周期性和小盘股主导。</blockquote><p style=\"text-align: justify;\">法国资产管理公司Tobam董事总经理Alex Cabrol表示，此前类似的情况都曾出现过严重的衰退：</p><blockquote>这没有意义。</blockquote><blockquote>这种现象的瓦解不是“是否”的问题，而是“何时”的问题。</blockquote><p style=\"text-align: justify;\">在权重重调消息宣布后，纳指“七姐妹”公司周一大部分下跌，亚马逊、Alphabet跌超2%，苹果、微软、特斯拉跌超1%，英伟达跌0.8%，仅有Meta上涨。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab7317eb403ea9e3aedba84c0cecf5ba\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c492bbaa87b52973182bc2de64c510a4\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股焦点：控制“七姐妹”影响，纳指将于7月21日“特殊调权”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股焦点：控制“七姐妹”影响，纳指将于7月21日“特殊调权”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-11 11:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3692951><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>为解决最大成分股过分集中的问题，纳指将于本月晚些时候进行调整。当地时间7月7日晚间，纳斯达克宣布，将对纳斯达克100指数（以下简称“纳指”）进行“特别重新平衡（special rebalance）”，通过重新分配权重以解决指数过度集中的问题。此次调整将基于截至7月3日的流通股名单进行，具体调整方案将于7月14日宣布，并于7月21日收盘后进行，在7月24提开市前生效。该指数的变化将迫使追踪该指数的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3692951\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8d7665b640c6daf26b451cc5367e24e1","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"https://wallstreetcn.com/articles/3692951","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1171309430","content_text":"为解决最大成分股过分集中的问题，纳指将于本月晚些时候进行调整。当地时间7月7日晚间，纳斯达克宣布，将对纳斯达克100指数（以下简称“纳指”）进行“特别重新平衡（special rebalance）”，通过重新分配权重以解决指数过度集中的问题。此次调整将基于截至7月3日的流通股名单进行，具体调整方案将于7月14日宣布，并于7月21日收盘后进行，在7月24提开市前生效。该指数的变化将迫使追踪该指数的投资基金调整其投资组合，并出售在该指数中权重下降的公司股票。纳指通常在每年12月重构，每个季度都有额外的重新平衡机会。纳斯达克交易所在声明中表示：如果确定有必要保持指数的完整性，可以随时进行特别的再平衡。自成立以来，纳指只进行过两次特殊调权，分别是1998年12月和2011年5月。根据再平衡规则，如果所占权重最大的几家公司（占该指数4.5%或以上权重）的综合权重超过48%，纳斯达克就将对指数进行调权，直至其在指数中的总权重不超过40%。今年以来，纳指已经上涨了38%，但这一涨幅主要来自于最大的七个权重股——微软、苹果、Alphabet、英伟达、亚马逊、META和特斯拉。由于纳指的编制方法围绕着市值进行调整并确认，因此市值是影响权重的最大因素之一。截至7月7日，这七家公司已经占据纳指55%的权重。其中，微软的权重最高，为12.9%，其次为苹果（12.5%）、Alphabet（7.4%）、英伟达（7%）、亚马逊（6.9%）、特斯拉（4.5%）和Meta（4.3%）。过度集中的权重使得纳指整体的表现掩盖了大多数股票的平淡，一些分析师和投资者都对此感到不安。此前，华尔街最大空头分析师之一，摩根士丹利首席美国股票策略师Mike Wilson曾警告，“少数巨型股”的胜利正在掩盖市场上更广泛的痛苦：重大的重新定价已经发生......由低质量、周期性和小盘股主导。法国资产管理公司Tobam董事总经理Alex Cabrol表示，此前类似的情况都曾出现过严重的衰退：这没有意义。这种现象的瓦解不是“是否”的问题，而是“何时”的问题。在权重重调消息宣布后，纳指“七姐妹”公司周一大部分下跌，亚马逊、Alphabet跌超2%，苹果、微软、特斯拉跌超1%，英伟达跌0.8%，仅有Meta上涨。","news_type":1},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193806135505016,"gmtCreate":1688367776324,"gmtModify":1688367777951,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"在记忆里寻找你","avatar":"https://community-static.tradeup.com/news/36a21f43f8afc687f42d0c0ae67fd476","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4118111696126822","authorIdStr":"4118111696126822"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193806135505016","repostId":"1192409763","repostType":2,"repost":{"id":"1192409763","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1688363724,"share":"https://ttm.financial/m/news/1192409763?lang=&edition=fundamental","pubTime":"2023-07-03 13:55","market":"hk","language":"zh","title":"ETF流向 | 科技股重回高光时刻！美股上半年飙升，资金持续“进场”","url":"https://stock-news.laohu8.com/highlight/detail?id=1192409763","media":"老虎资讯综合","summary":"苹果上周五收盘时站稳3万亿美元关口，成为首家突破此高位的上市公司。资金流向方面，上周美股ETF整体呈现资金流入态势。纳斯达克100上半年累涨38.18%，创史上最大上半年涨幅。展望下半年，美国股市是否能够继续保持上涨势头，还取决于许多不确定因素。","content":"<html><head></head><body><p>回顾过去一周（6月26日-6月30日），美股三大指数全周、全月、全季度齐涨！<a href=\"https://laohu8.com/S/AAPL\">苹果</a>上周五收盘时站稳3万亿美元关口，成为首家突破此高位的上市公司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aeb0eb8faa3e5307df6d9420ede71b3f\" title=\"\" tg-width=\"962\" tg-height=\"148\"/></p><p><strong>资金流向方面，上周美股ETF整体呈现资金流入态势。</strong>据彭博数据显示，<a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P 500 ETF Trust</a>、<a href=\"https://laohu8.com/S/VOO\">Vanguard S&amp;P 500 ETF</a>、<a href=\"https://laohu8.com/S/VTI\">Vanguard Total Stock Market ETF</a>上周资金流入居前，分别净流入96.27亿美元、45.73亿美元、17.66亿美元；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad7919671be184bd59edeefc996c0e5e\" title=\"\" tg-width=\"3106\" tg-height=\"1075\"/></p><p style=\"text-align: justify;\">资金流出方面，据彭博数据显示，<a href=\"https://laohu8.com/S/IWD\">iShares Russell 1000 Value ETF</a>、<a href=\"https://laohu8.com/S/IWR\">iShares Russell Mid-Cap ETF</a>、<a href=\"https://laohu8.com/S/BBEU\">JPMorgan BetaBuilders Europe ETF</a>上周资金流出居前，分别净流出44.04亿美元、15.36亿美元、14.18亿美元；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/410828dfb9c5d164bf808ba9af738a1d\" title=\"\" tg-width=\"3191\" tg-height=\"1105\"/></p><p><strong>回顾上半年，</strong>美国股市表现出色，创下多项历史新高。在新冠疫情逐渐得到控制，经济复苏加速，企业盈利增长，政府和央行持续提供刺激政策的背景下，投资者对未来充满乐观信心，纷纷把资金投入到股市中，寻求更高的回报。</p><p>上半年纳指累涨31.73%，标普累涨15.91%，分别创1983年来和2019年来各自最大的上半年涨幅。纳斯达克100上半年累涨38.18%，创史上最大上半年涨幅。道指累涨3.8%，罗素2000累涨7.24%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a27dd7df897035e89cee2988cd7ff206\" title=\"纳指1972年来历年上半年累计涨跌表现\" tg-width=\"640\" tg-height=\"418\"/><span>纳指1972年来历年上半年累计涨跌表现</span></p><p>明星科技股上半年表现尤为强劲：<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>半年累涨约190%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨约112%，苹果涨约49%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨约55%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨42%。AI板块今年迄今累涨超120%。热门中概股走势分化：<a href=\"https://laohu8.com/S/LI\">理想汽车</a>上半年累涨约72%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨约35%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌约36%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌15%，<a href=\"https://laohu8.com/S/JD\">京东</a>跌38%。</p><p><strong>展望下半年，</strong>美国股市是否能够继续保持上涨势头，还取决于许多不确定因素。例如，疫情变异、通胀压力、利率走势、企业盈利预期、政策风险等都可能对股市产生影响。</p><p>因此，投资者需要保持谨慎和灵活的态度，根据市场情况调整自己的投资策略，并分散风险。</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>ETF流向 | 科技股重回高光时刻！美股上半年飙升，资金持续“进场”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nETF流向 | 科技股重回高光时刻！美股上半年飙升，资金持续“进场”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-07-03 13:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>回顾过去一周（6月26日-6月30日），美股三大指数全周、全月、全季度齐涨！<a href=\"https://laohu8.com/S/AAPL\">苹果</a>上周五收盘时站稳3万亿美元关口，成为首家突破此高位的上市公司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aeb0eb8faa3e5307df6d9420ede71b3f\" title=\"\" tg-width=\"962\" tg-height=\"148\"/></p><p><strong>资金流向方面，上周美股ETF整体呈现资金流入态势。</strong>据彭博数据显示，<a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P 500 ETF Trust</a>、<a href=\"https://laohu8.com/S/VOO\">Vanguard S&amp;P 500 ETF</a>、<a href=\"https://laohu8.com/S/VTI\">Vanguard Total Stock Market ETF</a>上周资金流入居前，分别净流入96.27亿美元、45.73亿美元、17.66亿美元；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad7919671be184bd59edeefc996c0e5e\" title=\"\" tg-width=\"3106\" tg-height=\"1075\"/></p><p style=\"text-align: justify;\">资金流出方面，据彭博数据显示，<a href=\"https://laohu8.com/S/IWD\">iShares Russell 1000 Value ETF</a>、<a href=\"https://laohu8.com/S/IWR\">iShares Russell Mid-Cap ETF</a>、<a href=\"https://laohu8.com/S/BBEU\">JPMorgan BetaBuilders Europe ETF</a>上周资金流出居前，分别净流出44.04亿美元、15.36亿美元、14.18亿美元；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/410828dfb9c5d164bf808ba9af738a1d\" title=\"\" tg-width=\"3191\" tg-height=\"1105\"/></p><p><strong>回顾上半年，</strong>美国股市表现出色，创下多项历史新高。在新冠疫情逐渐得到控制，经济复苏加速，企业盈利增长，政府和央行持续提供刺激政策的背景下，投资者对未来充满乐观信心，纷纷把资金投入到股市中，寻求更高的回报。</p><p>上半年纳指累涨31.73%，标普累涨15.91%，分别创1983年来和2019年来各自最大的上半年涨幅。纳斯达克100上半年累涨38.18%，创史上最大上半年涨幅。道指累涨3.8%，罗素2000累涨7.24%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a27dd7df897035e89cee2988cd7ff206\" title=\"纳指1972年来历年上半年累计涨跌表现\" tg-width=\"640\" tg-height=\"418\"/><span>纳指1972年来历年上半年累计涨跌表现</span></p><p>明星科技股上半年表现尤为强劲：<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>半年累涨约190%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨约112%，苹果涨约49%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨约55%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨42%。AI板块今年迄今累涨超120%。热门中概股走势分化：<a href=\"https://laohu8.com/S/LI\">理想汽车</a>上半年累涨约72%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨约35%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌约36%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌15%，<a href=\"https://laohu8.com/S/JD\">京东</a>跌38%。</p><p><strong>展望下半年，</strong>美国股市是否能够继续保持上涨势头，还取决于许多不确定因素。例如，疫情变异、通胀压力、利率走势、企业盈利预期、政策风险等都可能对股市产生影响。</p><p>因此，投资者需要保持谨慎和灵活的态度，根据市场情况调整自己的投资策略，并分散风险。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8fd5271ba4885dabd7633b23dfb3304b","relate_stocks":{"03086":"华夏纳指","SPY":"标普500ETF","TTTN":"老虎中美互联网巨头ETF","VOO":"Vanguard标普500ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192409763","content_text":"回顾过去一周（6月26日-6月30日），美股三大指数全周、全月、全季度齐涨！苹果上周五收盘时站稳3万亿美元关口，成为首家突破此高位的上市公司。资金流向方面，上周美股ETF整体呈现资金流入态势。据彭博数据显示，SPDR S&P 500 ETF Trust、Vanguard S&P 500 ETF、Vanguard Total Stock Market ETF上周资金流入居前，分别净流入96.27亿美元、45.73亿美元、17.66亿美元；资金流出方面，据彭博数据显示，iShares Russell 1000 Value ETF、iShares Russell Mid-Cap ETF、JPMorgan BetaBuilders Europe ETF上周资金流出居前，分别净流出44.04亿美元、15.36亿美元、14.18亿美元；回顾上半年，美国股市表现出色，创下多项历史新高。在新冠疫情逐渐得到控制，经济复苏加速，企业盈利增长，政府和央行持续提供刺激政策的背景下，投资者对未来充满乐观信心，纷纷把资金投入到股市中，寻求更高的回报。上半年纳指累涨31.73%，标普累涨15.91%，分别创1983年来和2019年来各自最大的上半年涨幅。纳斯达克100上半年累涨38.18%，创史上最大上半年涨幅。道指累涨3.8%，罗素2000累涨7.24%。纳指1972年来历年上半年累计涨跌表现明星科技股上半年表现尤为强劲：英伟达半年累涨约190%，特斯拉涨约112%，苹果涨约49%，亚马逊涨约55%，微软涨42%。AI板块今年迄今累涨超120%。热门中概股走势分化：理想汽车上半年累涨约72%，小鹏汽车涨约35%，哔哩哔哩跌约36%，拼多多跌15%，京东跌38%。展望下半年，美国股市是否能够继续保持上涨势头，还取决于许多不确定因素。例如，疫情变异、通胀压力、利率走势、企业盈利预期、政策风险等都可能对股市产生影响。因此，投资者需要保持谨慎和灵活的态度，根据市场情况调整自己的投资策略，并分散风险。","news_type":1},"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192791851773960,"gmtCreate":1688097836374,"gmtModify":1688097839084,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"在记忆里寻找你","avatar":"https://community-static.tradeup.com/news/36a21f43f8afc687f42d0c0ae67fd476","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4118111696126822","authorIdStr":"4118111696126822"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/OXY\">$西方石油(OXY)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/OXY\">$西方石油(OXY)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$西方石油(OXY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/192791851773960","repostId":"1124255353","repostType":2,"repost":{"id":"1124255353","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇","id":"3","head_image":"https://static.tigerbbs.com/24397cd0a72f485e9734d658c5a0841d"},"pubTimestamp":1688097130,"share":"https://ttm.financial/m/news/1124255353?lang=&edition=fundamental","pubTime":"2023-06-30 11:52","market":"fut","language":"zh","title":"巴菲特又加仓西方石油！持股比例升至25%，60美元以下买入的逻辑是什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1124255353","media":"格隆汇","summary":"不到一个月又再增持当地时间周三，“股神”巴菲特旗下的伯克希尔哈撒韦公司表示，已收购西方石油公司更多股份，对其的持有股份提高至25%以上。截至目前，伯克希尔哈撒韦公司持有西方石油公司2.241亿股股票，根据周三收盘价计算，该持仓价值约129亿美元，持股比例为25.1%。随后二季度，巴菲特将西方石油全部清仓，若以西方石油当季度股价平均值14.7美元，亏损约5.5亿美元。","content":"<html><head></head><body><blockquote>不到一个月又再增持</blockquote><p>当地时间周三，“股神”巴菲特旗下的伯克希尔哈撒韦公司表示，已收购西方石油公司更多股份，对其的持有股份提高至25%以上。</p><p>受此影响，西方石油收涨1.84%，报58.52美元/股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/470487d76d9e2b5856ba19affc496223\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>优先股减少至92亿美元</strong></p><p>监管机构的一份文件显示，<strong>6月26日-28日期间，伯克希尔支付了约1.221亿美元购买了214万股西方石油股票，平均买入价格为每股约57.05美元。<br/></strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39e9f1f15655edac7cf7d109b9a3e9e6\" tg-width=\"959\" tg-height=\"714\"/></p><p>巴菲特上一次买入西方石油还是在今年5月30日，当时，伯克希尔还购买了约466万股西方公司股票。这也意味着，巴菲特在不到一个月的时间内又选择了增持。</p><p>截至目前，伯克希尔哈撒韦公司持有西方石油公司2.241亿股股票，根据周三收盘价计算，该持仓价值约129亿美元，持股比例为25.1%。如果再加上还未行权的8386万股的普通股认股权证，伯克希尔的持股比例将高达32.4%。</p><p><strong>文件还显示，西方石油公司最近赎回了伯克希尔哈撒韦公司持有的约1.6亿美元的股息率为8%的优先股，为此支付了10%的溢价。最新的赎回后，伯克希尔目前持有约92亿美元的西方石油优先股。</strong></p><p><strong>60美元以下买入</strong></p><p style=\"text-align: left;\"><strong>回顾巴菲特与西方石油的历程，</strong>2019年4月，在巴菲特100亿美元资金的支持下，西方石油成功以380亿美元收购阿纳达科。</p><p><strong>而巴菲特也获得了100亿美元的西方石油优先股，股息率为8%，并附加了普通股的认股权证，能以59.62美元的价格购买8386万股股票。</strong></p><p>2019年下半年，西方石油股价大幅下挫，巴菲特趁机加仓，巴菲特从二级市场买入西方石油总股数为1893万股（不包括100亿美元的优先股），买入成本价约43.8美元，共耗资约8.3亿美元。</p><p>然而，2020年一季度，新冠爆发，原油价格暴跌，甚至出现负油价的情况，西方石油股价也跟随走低，一度跌至8.38美元/股。</p><p>随后二季度，巴菲特将西方石油全部清仓，若以西方石油当季度股价平均值14.7美元，亏损约5.5亿美元。</p><p>去年，俄乌冲突爆发，引发石油供需不平衡，国际油价大幅上涨，布伦特原油期货一度触及133.12美元/桶，WTI原油期货一度到达130.5美元/桶。</p><p>西方石油股价也开始上涨，去年8月触及高点76.36美元/股，巴菲特开始逐步买入西方石油。同时，去年8月，伯克希尔获得监管部门的批准，可以购买最多达50%的西方石油股份。</p><p>不过，在今年的股东大会上，巴菲特表示：“我们不会提出任何控制西方石油的要约，但我们喜欢所拥有的股票，对现在的持股量很满意。我们将来可能会、也可能不会，买入更多的西方石油股票。我们有在原始交易中获得的大量西方石油股票的认股权证，大约每股59美元，而且认股权证的持续时间很长，我很高兴我们有这些。”</p><p>同时，巴菲特还表示，非常喜欢西方石油在二叠纪盆地的资源和行业地位，非常喜欢公司的管理层，对他们也很熟悉。</p><p>今年以来，全球央行持续加息，经济衰退预期影响油价。尽管OPEC宣布减产，但油价仍然在一路下跌，华尔街大行高盛也3次下调未来油价预测值。最新的WTI 8月原油期货报69.86美元/桶，布伦特8月原油期货报74.34美元/桶。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dcf6eb4e3d60ea1e8767212de2602e8e\" tg-width=\"760\" tg-height=\"141\"/></p><p>西方石油股价开始震荡走低，今年迄今累计下跌6.54%，与标准普尔500指数能源指数的表现大体一致。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdf60386b663021f26ee4a067e0468ba\" tg-width=\"1832\" tg-height=\"867\"/></p><p>总结来看，<strong>在过去一年的大部分时间里，当西方石油股价跌至60美元以下时，巴菲特就会选择买入，而巴菲特持有的认股权证的行权价格也并未超过60美元，这可能就是巴菲特买入西方石油的一个锚定价格。</strong></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>巴菲特又加仓西方石油！持股比例升至25%，60美元以下买入的逻辑是什么？</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巴菲特又加仓西方石油！持股比例升至25%，60美元以下买入的逻辑是什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/24397cd0a72f485e9734d658c5a0841d);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇 </p>\n<p class=\"h-time\">2023-06-30 11:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>不到一个月又再增持</blockquote><p>当地时间周三，“股神”巴菲特旗下的伯克希尔哈撒韦公司表示，已收购西方石油公司更多股份，对其的持有股份提高至25%以上。</p><p>受此影响，西方石油收涨1.84%，报58.52美元/股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/470487d76d9e2b5856ba19affc496223\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>优先股减少至92亿美元</strong></p><p>监管机构的一份文件显示，<strong>6月26日-28日期间，伯克希尔支付了约1.221亿美元购买了214万股西方石油股票，平均买入价格为每股约57.05美元。<br/></strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39e9f1f15655edac7cf7d109b9a3e9e6\" tg-width=\"959\" tg-height=\"714\"/></p><p>巴菲特上一次买入西方石油还是在今年5月30日，当时，伯克希尔还购买了约466万股西方公司股票。这也意味着，巴菲特在不到一个月的时间内又选择了增持。</p><p>截至目前，伯克希尔哈撒韦公司持有西方石油公司2.241亿股股票，根据周三收盘价计算，该持仓价值约129亿美元，持股比例为25.1%。如果再加上还未行权的8386万股的普通股认股权证，伯克希尔的持股比例将高达32.4%。</p><p><strong>文件还显示，西方石油公司最近赎回了伯克希尔哈撒韦公司持有的约1.6亿美元的股息率为8%的优先股，为此支付了10%的溢价。最新的赎回后，伯克希尔目前持有约92亿美元的西方石油优先股。</strong></p><p><strong>60美元以下买入</strong></p><p style=\"text-align: left;\"><strong>回顾巴菲特与西方石油的历程，</strong>2019年4月，在巴菲特100亿美元资金的支持下，西方石油成功以380亿美元收购阿纳达科。</p><p><strong>而巴菲特也获得了100亿美元的西方石油优先股，股息率为8%，并附加了普通股的认股权证，能以59.62美元的价格购买8386万股股票。</strong></p><p>2019年下半年，西方石油股价大幅下挫，巴菲特趁机加仓，巴菲特从二级市场买入西方石油总股数为1893万股（不包括100亿美元的优先股），买入成本价约43.8美元，共耗资约8.3亿美元。</p><p>然而，2020年一季度，新冠爆发，原油价格暴跌，甚至出现负油价的情况，西方石油股价也跟随走低，一度跌至8.38美元/股。</p><p>随后二季度，巴菲特将西方石油全部清仓，若以西方石油当季度股价平均值14.7美元，亏损约5.5亿美元。</p><p>去年，俄乌冲突爆发，引发石油供需不平衡，国际油价大幅上涨，布伦特原油期货一度触及133.12美元/桶，WTI原油期货一度到达130.5美元/桶。</p><p>西方石油股价也开始上涨，去年8月触及高点76.36美元/股，巴菲特开始逐步买入西方石油。同时，去年8月，伯克希尔获得监管部门的批准，可以购买最多达50%的西方石油股份。</p><p>不过，在今年的股东大会上，巴菲特表示：“我们不会提出任何控制西方石油的要约，但我们喜欢所拥有的股票，对现在的持股量很满意。我们将来可能会、也可能不会，买入更多的西方石油股票。我们有在原始交易中获得的大量西方石油股票的认股权证，大约每股59美元，而且认股权证的持续时间很长，我很高兴我们有这些。”</p><p>同时，巴菲特还表示，非常喜欢西方石油在二叠纪盆地的资源和行业地位，非常喜欢公司的管理层，对他们也很熟悉。</p><p>今年以来，全球央行持续加息，经济衰退预期影响油价。尽管OPEC宣布减产，但油价仍然在一路下跌，华尔街大行高盛也3次下调未来油价预测值。最新的WTI 8月原油期货报69.86美元/桶，布伦特8月原油期货报74.34美元/桶。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dcf6eb4e3d60ea1e8767212de2602e8e\" tg-width=\"760\" tg-height=\"141\"/></p><p>西方石油股价开始震荡走低，今年迄今累计下跌6.54%，与标准普尔500指数能源指数的表现大体一致。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdf60386b663021f26ee4a067e0468ba\" tg-width=\"1832\" tg-height=\"867\"/></p><p>总结来看，<strong>在过去一年的大部分时间里，当西方石油股价跌至60美元以下时，巴菲特就会选择买入，而巴菲特持有的认股权证的行权价格也并未超过60美元，这可能就是巴菲特买入西方石油的一个锚定价格。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"OXY":"西方石油"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124255353","content_text":"不到一个月又再增持当地时间周三，“股神”巴菲特旗下的伯克希尔哈撒韦公司表示，已收购西方石油公司更多股份，对其的持有股份提高至25%以上。受此影响，西方石油收涨1.84%，报58.52美元/股。优先股减少至92亿美元监管机构的一份文件显示，6月26日-28日期间，伯克希尔支付了约1.221亿美元购买了214万股西方石油股票，平均买入价格为每股约57.05美元。巴菲特上一次买入西方石油还是在今年5月30日，当时，伯克希尔还购买了约466万股西方公司股票。这也意味着，巴菲特在不到一个月的时间内又选择了增持。截至目前，伯克希尔哈撒韦公司持有西方石油公司2.241亿股股票，根据周三收盘价计算，该持仓价值约129亿美元，持股比例为25.1%。如果再加上还未行权的8386万股的普通股认股权证，伯克希尔的持股比例将高达32.4%。文件还显示，西方石油公司最近赎回了伯克希尔哈撒韦公司持有的约1.6亿美元的股息率为8%的优先股，为此支付了10%的溢价。最新的赎回后，伯克希尔目前持有约92亿美元的西方石油优先股。60美元以下买入回顾巴菲特与西方石油的历程，2019年4月，在巴菲特100亿美元资金的支持下，西方石油成功以380亿美元收购阿纳达科。而巴菲特也获得了100亿美元的西方石油优先股，股息率为8%，并附加了普通股的认股权证，能以59.62美元的价格购买8386万股股票。2019年下半年，西方石油股价大幅下挫，巴菲特趁机加仓，巴菲特从二级市场买入西方石油总股数为1893万股（不包括100亿美元的优先股），买入成本价约43.8美元，共耗资约8.3亿美元。然而，2020年一季度，新冠爆发，原油价格暴跌，甚至出现负油价的情况，西方石油股价也跟随走低，一度跌至8.38美元/股。随后二季度，巴菲特将西方石油全部清仓，若以西方石油当季度股价平均值14.7美元，亏损约5.5亿美元。去年，俄乌冲突爆发，引发石油供需不平衡，国际油价大幅上涨，布伦特原油期货一度触及133.12美元/桶，WTI原油期货一度到达130.5美元/桶。西方石油股价也开始上涨，去年8月触及高点76.36美元/股，巴菲特开始逐步买入西方石油。同时，去年8月，伯克希尔获得监管部门的批准，可以购买最多达50%的西方石油股份。不过，在今年的股东大会上，巴菲特表示：“我们不会提出任何控制西方石油的要约，但我们喜欢所拥有的股票，对现在的持股量很满意。我们将来可能会、也可能不会，买入更多的西方石油股票。我们有在原始交易中获得的大量西方石油股票的认股权证，大约每股59美元，而且认股权证的持续时间很长，我很高兴我们有这些。”同时，巴菲特还表示，非常喜欢西方石油在二叠纪盆地的资源和行业地位，非常喜欢公司的管理层，对他们也很熟悉。今年以来，全球央行持续加息，经济衰退预期影响油价。尽管OPEC宣布减产，但油价仍然在一路下跌，华尔街大行高盛也3次下调未来油价预测值。最新的WTI 8月原油期货报69.86美元/桶，布伦特8月原油期货报74.34美元/桶。西方石油股价开始震荡走低，今年迄今累计下跌6.54%，与标准普尔500指数能源指数的表现大体一致。总结来看，在过去一年的大部分时间里，当西方石油股价跌至60美元以下时，巴菲特就会选择买入，而巴菲特持有的认股权证的行权价格也并未超过60美元，这可能就是巴菲特买入西方石油的一个锚定价格。","news_type":1},"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192779713867896,"gmtCreate":1688094887920,"gmtModify":1688094889613,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"在记忆里寻找你","avatar":"https://community-static.tradeup.com/news/36a21f43f8afc687f42d0c0ae67fd476","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4118111696126822","authorIdStr":"4118111696126822"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/192779713867896","repostId":"1111578801","repostType":2,"repost":{"id":"1111578801","pubTimestamp":1688092638,"share":"https://ttm.financial/m/news/1111578801?lang=&edition=fundamental","pubTime":"2023-06-30 10:37","market":"sh","language":"zh","title":"下半年股价有望“翻倍”股在此！比尔·盖茨、王孝安、丘栋荣早已埋伏其中！","url":"https://stock-news.laohu8.com/highlight/detail?id=1111578801","media":"证券市场红周刊","summary":"中航电测表示，本次重组后，公司将新增航空装备整机及部附件研制生产业务。同为新能源公司的高测股份，也同样被券商给出了股价有望翻倍上涨的预期。比尔·盖茨、王孝安、丘栋荣已提前入驻对于券商所极力看好的公司，翻看公司大股东名单，不少知名机构或投资人早已埋伏其中。今年以来，淳中科技股价走势表现不俗，年内涨幅已超过60%。","content":"<html><head></head><body><p>今年上半年，全球经济复苏预期分化且反复，市场波动加大，行业轮动频繁。但整体来看，虽然指数始终徘徊在3000点附近，个股走势却是精彩纷呈，截至目前，年内有94家Ａ股公司的股价实现了翻倍上涨。</p><p>归纳来看，上半年超额收益多诞生于科技和“中特估”领域。<strong>下半年，主流观点认为，随着国内经济持续恢复及产业政策的落地，市场结构性机会有望逐渐增加，数字科技和“中特估”主线全年不变。同时，有悲观预期修正行业的超跌反弹机会也值得关注。</strong></p><p>结合最新券商观点，国轩高科、高测股份等个股股价已经被给予了翻倍增长的预期。且对于不少券商极力看好的公司，如比尔·盖茨、王孝安、丘栋荣等国内外知名机构或个人投资者，都早已埋伏其中。</p><p><strong>科技、“中字头”交相辉映</strong></p><p><strong>上半年轮番上涨</strong></p><p>截至6月28日，统计年内各指数的表现，上证指数小幅上涨3.24%，沪深300指数和创业板指则分别下跌了0.8%和7.02%。在此背景下，全Ａ市场中有2491家公司跑赢上证指数，<strong>而剔除今年以来刚上市的次新股，共有94家公司的股价实现了翻倍上涨。</strong></p><p>随着AI行情的活跃，一众相关概念公司集体走强，<strong>联特科技年初以来累计涨幅接近600%</strong>（见图1），鸿博股份、剑桥科技、中际旭创、曙光数创等公司，年内的阶段涨幅也均超过了400%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2bac04cf2624ad0821e75888a3882716\" alt=\"\" title=\"\" tg-width=\"845\" tg-height=\"396\"/></p><p><strong>除了科技类公司股价走势一马当先，不少“中字头”企业同样不甘示弱</strong>，如中科信息，其前身为中科院成都计算机应用研究所，主营以智能识别及分析技术为核心，为客户提供信息化解决方案及相关服务，4月中旬以来股价强势上涨，至今年内已录得345.39%的累计涨幅。</p><p>再如隶属头部军工集团“中航系”的中航电测，以一场重组为导火索，股价从波澜不惊到一鸣惊人。2月2日中航电测宣布复牌后，就此打破此前长期的“稳定”，股价连续收获8个一字涨停板，且此后也仍继续上探多日，3月10日盘中最高触及64.88元。中航电测表示，本次重组后，公司将新增航空装备整机及部附件研制生产业务。实现上市公司主营业务转型，增强上市公司抗风险能力及持续盈利能力，提升上市公司股东投资回报。</p><p>与此同时，<strong>中国科传、中远海科、中船科技、中国出版、中科曙光等“中字头”公司，年初至今也均相继斩获了成倍的增长</strong>。</p><p><strong>下半年科技、“中特估”主线不改</strong></p><p><strong>前期调整的新能源板块有望卷土重来</strong></p><p>上半年收官在即，下半年A股市场的投资机会将围绕哪些主线展开？</p><p>各大券商等主流观点认为，在经济增长动能逐步回升、经济结构调整继续深化、宏观政策释放更强“稳增长”信号、产业政策精准落地等背景下，<strong>技术取得关键突破、具备广阔市场空间的科技领域有望继续获得资金青睐。央国企价值提升思路清晰，“中特估”主线也仍有绩优领域值得被挖掘。</strong>与此同时，随着绿色发展步伐加快，<strong>新能源板块的结构性机会</strong>也同样得到了券商的高度认可。</p><p>当前，我国已陆续出台了多项人工智能领域的支持政策，涉及相关法律保障、技术体系标准、人才梯队建设、应用落地指引等多个维度。近期，多个一线大城市宣布积极布局人工智能行业，发展速度有望进一步加快。从产业链看，基础层的算力提升与模型研发具有举足轻重的地位。<strong>据测算，到2026年末，我国智能算力水平将有望突破1200百亿亿次浮点运算/秒。在终端需求上，基于人工智能的应用与产品将呈现迅猛增长态势，“数字+”、智能化等赛道会逐渐火热</strong>。</p><p>随着中国特色估值体系概念的提出，相关政策与指引陆续出台，国企改革与价值提升建设进一步加力。从估值看，中央国有企业估值相对民营企业存在较大的提升空间，以6月27日的股价统计，中央国有企业、民营企业、全部A股的市盈率分别为9.46倍、25.3倍、14.03倍；市净率分别为0.96倍、2.91倍、1.5倍。<strong>在“稳增长、扩内需”的基调下，大型基础设施建设类央企、国企业绩增长预期走高，估值提升空间仍相对更大</strong>。</p><p>另外，绿色发展推进清洁能源布局，当前我国对绿色发展的重点领域主要集中于能源、工业、交通运输、城乡建设、钢铁、有色金属、水泥等方面。万联证券表示，下半年也可从能源安全和低碳发展两条主线推进产业布局，细分产业可重点关注海上风电产业和储能产业。</p><p><strong>73家公司当前股价较券商目标价</strong></p><p><strong>存超50%上涨空间</strong></p><p>从券商预测情况来看，进入6月份以来，已有640家公司被券商给出了买入评级，但明确了目标价的只有324家公司。<strong>将公司最新收盘价与目标价进行对比，有73家公司券商预判未来股价有望较目前增长超过50%（见表1）。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/039742aef54f929bb9cf5b47a739243c\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"2734\"/></p><p><strong>新能源、储能概念公司国轩高科，自去年下半年以来股价表现并不乐观，6月28日收盘价为26.92元，但6月15日，瑞银证券分析师沈微给出的公司目标价却高达60元，上涨空间超过了100%。</strong></p><p>翻看公司今年一季度的业绩，71.77亿元的营业收入同比增长83.26%；7560.95万元的净利润同比增长134.78%，业绩成长性优异。东吴证券认为，目前电动车仍为估值、预期最低点，但行业需求已开始逐步好转。华西证券也表示，2023年国内新能源汽车产销量环比逐步向好，随着相关政策持续支持，以及优质供给的增加推动电动车性价比不断提升，国内电动化率将继续深化，渗透率提高的空间仍较为广阔，由此有望带动全产业链的需求增长，中长期高成长性不变。</p><p><strong>同为新能源公司的高测股份，也同样被券商给出了股价有望翻倍上涨的预期。</strong>6月25日，广发证券有研报观点表示，考虑到切片产能逐步释放，并受益于电池技术和切割技术的不断进步，给出了公司2023年30倍的PE，对应目标价为111.16元。对比来看，相较6月28日53.3元的收盘价，上涨空间约108.56%。</p><p>根据公司2022年年报披露，年末公司硅片切割加工服务产能规模已达21GW，预计2023年年末该业务产能可达38GW，公司与英发睿能、东方日升等签订切片代工战略合作框架协议，产能消化能力强。</p><p>与此同时，<strong>AI概念股淳中科技、沪电股份、万兴科技，数字资产概念股石基信息、指南针、广联达；“中字头”央企中国太保、中国平安、中材科技等公司，近期券商给出的目标价也均较当前收盘价拥有超过50%的上涨预期。</strong></p><p><strong>比尔·盖茨、王孝安、丘栋荣已提前入驻</strong></p><p>对于券商所极力看好的公司，翻看公司大股东名单，不少知名机构或投资人早已埋伏其中。</p><p>如<strong>淳中科技，2022年四季度，由丘栋荣管理的中庚价值先锋股票型基金以新进姿态出现在公司前十大股东阵营，且今年一季度，其持仓又再度增持了102.53万股</strong>（见图2）。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ca924ad805322e7c4b4eaef58f09330\" alt=\"\" title=\"\" tg-width=\"844\" tg-height=\"429\"/></p><p>今年以来，淳中科技股价走势表现不俗，年内涨幅已超过60%。虽然6月6日以来股价有所调整，但国泰君安还是给出了41.53元的目标价，不仅较当前收盘价空间不菲，相较6月2日盘中创出的25.1元阶段高点，也同样具备约65%的上涨空间。</p><p><strong>对炒概念颇为热衷，近期强烈看好科技领域的超级牛散王孝安，今年一季度期间则对万兴科技完成了建仓。季度末以150万股的持仓位居公司第七大股东</strong>（见图3）。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4fb37e1107e05bb137c915e94633204\" alt=\"\" title=\"\" tg-width=\"847\" tg-height=\"413\"/></p><p>今年以来，万兴科技随市场对AI概念的炒作股价快速上涨，年内涨幅一度超过400%。但6月21日以来，公司股价却走出了连续多天的调整行情。不过，6月25日，国元证券分析师耿军军还是对公司给出了买入评级，理由是公司是全球领先的新生代数字创意赋能者，积极拥抱AIGC新机遇，未来持续成长空间较为广阔。</p><p>而公司此前股价的大幅上涨，也或为王孝安带来了不菲的浮盈，今年一季度末，王孝安的持仓市值为1.14亿元，假设其目前尚未减持，则以最新收盘价统计，最新持仓市值也超过了1.7亿元。</p><p><strong>“中字头”公司中材科技则长期得到了美国前首富比尔·盖茨的青睐</strong>，自2020年二季度末至今年一季度末，比尔及梅琳达盖茨信托基金会始终位居公司前十大股东之列（见图4）。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ead250eb16fbbd75bda3938f03ec18d\" alt=\"\" title=\"\" tg-width=\"846\" tg-height=\"325\"/></p><p><strong>（文中提及个股仅为举例分析，不做买卖推荐。）</strong></p></body></html>","source":"lsy1571701096748","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>下半年股价有望“翻倍”股在此！比尔·盖茨、王孝安、丘栋荣早已埋伏其中！</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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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n下半年股价有望“翻倍”股在此！比尔·盖茨、王孝安、丘栋荣早已埋伏其中！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-30 10:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/DaycCIJu3IQcetKWBTtkXg><strong>证券市场红周刊</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年上半年，全球经济复苏预期分化且反复，市场波动加大，行业轮动频繁。但整体来看，虽然指数始终徘徊在3000点附近，个股走势却是精彩纷呈，截至目前，年内有94家Ａ股公司的股价实现了翻倍上涨。归纳来看，上半年超额收益多诞生于科技和“中特估”领域。下半年，主流观点认为，随着国内经济持续恢复及产业政策的落地，市场结构性机会有望逐渐增加，数字科技和“中特估”主线全年不变。同时，有悲观预期修正行业的超跌反弹...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/DaycCIJu3IQcetKWBTtkXg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/DaycCIJu3IQcetKWBTtkXg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111578801","content_text":"今年上半年，全球经济复苏预期分化且反复，市场波动加大，行业轮动频繁。但整体来看，虽然指数始终徘徊在3000点附近，个股走势却是精彩纷呈，截至目前，年内有94家Ａ股公司的股价实现了翻倍上涨。归纳来看，上半年超额收益多诞生于科技和“中特估”领域。下半年，主流观点认为，随着国内经济持续恢复及产业政策的落地，市场结构性机会有望逐渐增加，数字科技和“中特估”主线全年不变。同时，有悲观预期修正行业的超跌反弹机会也值得关注。结合最新券商观点，国轩高科、高测股份等个股股价已经被给予了翻倍增长的预期。且对于不少券商极力看好的公司，如比尔·盖茨、王孝安、丘栋荣等国内外知名机构或个人投资者，都早已埋伏其中。科技、“中字头”交相辉映上半年轮番上涨截至6月28日，统计年内各指数的表现，上证指数小幅上涨3.24%，沪深300指数和创业板指则分别下跌了0.8%和7.02%。在此背景下，全Ａ市场中有2491家公司跑赢上证指数，而剔除今年以来刚上市的次新股，共有94家公司的股价实现了翻倍上涨。随着AI行情的活跃，一众相关概念公司集体走强，联特科技年初以来累计涨幅接近600%（见图1），鸿博股份、剑桥科技、中际旭创、曙光数创等公司，年内的阶段涨幅也均超过了400%。除了科技类公司股价走势一马当先，不少“中字头”企业同样不甘示弱，如中科信息，其前身为中科院成都计算机应用研究所，主营以智能识别及分析技术为核心，为客户提供信息化解决方案及相关服务，4月中旬以来股价强势上涨，至今年内已录得345.39%的累计涨幅。再如隶属头部军工集团“中航系”的中航电测，以一场重组为导火索，股价从波澜不惊到一鸣惊人。2月2日中航电测宣布复牌后，就此打破此前长期的“稳定”，股价连续收获8个一字涨停板，且此后也仍继续上探多日，3月10日盘中最高触及64.88元。中航电测表示，本次重组后，公司将新增航空装备整机及部附件研制生产业务。实现上市公司主营业务转型，增强上市公司抗风险能力及持续盈利能力，提升上市公司股东投资回报。与此同时，中国科传、中远海科、中船科技、中国出版、中科曙光等“中字头”公司，年初至今也均相继斩获了成倍的增长。下半年科技、“中特估”主线不改前期调整的新能源板块有望卷土重来上半年收官在即，下半年A股市场的投资机会将围绕哪些主线展开？各大券商等主流观点认为，在经济增长动能逐步回升、经济结构调整继续深化、宏观政策释放更强“稳增长”信号、产业政策精准落地等背景下，技术取得关键突破、具备广阔市场空间的科技领域有望继续获得资金青睐。央国企价值提升思路清晰，“中特估”主线也仍有绩优领域值得被挖掘。与此同时，随着绿色发展步伐加快，新能源板块的结构性机会也同样得到了券商的高度认可。当前，我国已陆续出台了多项人工智能领域的支持政策，涉及相关法律保障、技术体系标准、人才梯队建设、应用落地指引等多个维度。近期，多个一线大城市宣布积极布局人工智能行业，发展速度有望进一步加快。从产业链看，基础层的算力提升与模型研发具有举足轻重的地位。据测算，到2026年末，我国智能算力水平将有望突破1200百亿亿次浮点运算/秒。在终端需求上，基于人工智能的应用与产品将呈现迅猛增长态势，“数字+”、智能化等赛道会逐渐火热。随着中国特色估值体系概念的提出，相关政策与指引陆续出台，国企改革与价值提升建设进一步加力。从估值看，中央国有企业估值相对民营企业存在较大的提升空间，以6月27日的股价统计，中央国有企业、民营企业、全部A股的市盈率分别为9.46倍、25.3倍、14.03倍；市净率分别为0.96倍、2.91倍、1.5倍。在“稳增长、扩内需”的基调下，大型基础设施建设类央企、国企业绩增长预期走高，估值提升空间仍相对更大。另外，绿色发展推进清洁能源布局，当前我国对绿色发展的重点领域主要集中于能源、工业、交通运输、城乡建设、钢铁、有色金属、水泥等方面。万联证券表示，下半年也可从能源安全和低碳发展两条主线推进产业布局，细分产业可重点关注海上风电产业和储能产业。73家公司当前股价较券商目标价存超50%上涨空间从券商预测情况来看，进入6月份以来，已有640家公司被券商给出了买入评级，但明确了目标价的只有324家公司。将公司最新收盘价与目标价进行对比，有73家公司券商预判未来股价有望较目前增长超过50%（见表1）。新能源、储能概念公司国轩高科，自去年下半年以来股价表现并不乐观，6月28日收盘价为26.92元，但6月15日，瑞银证券分析师沈微给出的公司目标价却高达60元，上涨空间超过了100%。翻看公司今年一季度的业绩，71.77亿元的营业收入同比增长83.26%；7560.95万元的净利润同比增长134.78%，业绩成长性优异。东吴证券认为，目前电动车仍为估值、预期最低点，但行业需求已开始逐步好转。华西证券也表示，2023年国内新能源汽车产销量环比逐步向好，随着相关政策持续支持，以及优质供给的增加推动电动车性价比不断提升，国内电动化率将继续深化，渗透率提高的空间仍较为广阔，由此有望带动全产业链的需求增长，中长期高成长性不变。同为新能源公司的高测股份，也同样被券商给出了股价有望翻倍上涨的预期。6月25日，广发证券有研报观点表示，考虑到切片产能逐步释放，并受益于电池技术和切割技术的不断进步，给出了公司2023年30倍的PE，对应目标价为111.16元。对比来看，相较6月28日53.3元的收盘价，上涨空间约108.56%。根据公司2022年年报披露，年末公司硅片切割加工服务产能规模已达21GW，预计2023年年末该业务产能可达38GW，公司与英发睿能、东方日升等签订切片代工战略合作框架协议，产能消化能力强。与此同时，AI概念股淳中科技、沪电股份、万兴科技，数字资产概念股石基信息、指南针、广联达；“中字头”央企中国太保、中国平安、中材科技等公司，近期券商给出的目标价也均较当前收盘价拥有超过50%的上涨预期。比尔·盖茨、王孝安、丘栋荣已提前入驻对于券商所极力看好的公司，翻看公司大股东名单，不少知名机构或投资人早已埋伏其中。如淳中科技，2022年四季度，由丘栋荣管理的中庚价值先锋股票型基金以新进姿态出现在公司前十大股东阵营，且今年一季度，其持仓又再度增持了102.53万股（见图2）。今年以来，淳中科技股价走势表现不俗，年内涨幅已超过60%。虽然6月6日以来股价有所调整，但国泰君安还是给出了41.53元的目标价，不仅较当前收盘价空间不菲，相较6月2日盘中创出的25.1元阶段高点，也同样具备约65%的上涨空间。对炒概念颇为热衷，近期强烈看好科技领域的超级牛散王孝安，今年一季度期间则对万兴科技完成了建仓。季度末以150万股的持仓位居公司第七大股东（见图3）。今年以来，万兴科技随市场对AI概念的炒作股价快速上涨，年内涨幅一度超过400%。但6月21日以来，公司股价却走出了连续多天的调整行情。不过，6月25日，国元证券分析师耿军军还是对公司给出了买入评级，理由是公司是全球领先的新生代数字创意赋能者，积极拥抱AIGC新机遇，未来持续成长空间较为广阔。而公司此前股价的大幅上涨，也或为王孝安带来了不菲的浮盈，今年一季度末，王孝安的持仓市值为1.14亿元，假设其目前尚未减持，则以最新收盘价统计，最新持仓市值也超过了1.7亿元。“中字头”公司中材科技则长期得到了美国前首富比尔·盖茨的青睐，自2020年二季度末至今年一季度末，比尔及梅琳达盖茨信托基金会始终位居公司前十大股东之列（见图4）。（文中提及个股仅为举例分析，不做买卖推荐。）","news_type":1},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191121634725896,"gmtCreate":1687679070150,"gmtModify":1687679073704,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"在记忆里寻找你","avatar":"https://community-static.tradeup.com/news/36a21f43f8afc687f42d0c0ae67fd476","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4118111696126822","authorIdStr":"4118111696126822"},"themes":[],"htmlText":"666666666666666666666","listText":"666666666666666666666","text":"666666666666666666666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/191121634725896","isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190418901647632,"gmtCreate":1687514514377,"gmtModify":1687514519036,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"在记忆里寻找你","avatar":"https://community-static.tradeup.com/news/36a21f43f8afc687f42d0c0ae67fd476","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4118111696126822","authorIdStr":"4118111696126822"},"themes":[],"htmlText":"[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;[害羞]&nbsp;[害羞]&nbsp;[害羞]&nbsp;[生气]&nbsp;[真香]&nbsp;[生气]&nbsp;[惊讶]&nbsp;[害羞]&nbsp;[害羞]&nbsp;","listText":"[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;[害羞]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&nbsp;</a>","text":"$二倍做空能源ETF-Direxion(ERY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/9962363534","repostId":"1118970436","repostType":4,"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968351236,"gmtCreate":1669144319325,"gmtModify":1676538157347,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"在记忆里寻找你","avatar":"https://community-static.tradeup.com/news/36a21f43f8afc687f42d0c0ae67fd476","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4118111696126822","authorIdStr":"4118111696126822"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/FUND/SG9999005961.SGD\">$富敦新加坡货币市场基金 A SGD(SG9999005961.SGD)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/FUND/SG9999005961.SGD\">$富敦新加坡货币市场基金 A SGD(SG9999005961.SGD)$ &nbsp;</a>","text":"$富敦新加坡货币市场基金 A 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data-views=\"1\"></v-v>","text":"$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954408506","repostId":"1128128276","repostType":2,"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967294668,"gmtCreate":1670331566855,"gmtModify":1676538345427,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"在记忆里寻找你","avatar":"https://community-static.tradeup.com/news/36a21f43f8afc687f42d0c0ae67fd476","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4118111696126822","authorIdStr":"4118111696126822"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SHOP\">$Shopify Inc(SHOP)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/SHOP\">$Shopify Inc(SHOP)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Shopify Inc(SHOP)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9967294668","repostId":"2289140682","repostType":2,"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919879067,"gmtCreate":1663790918359,"gmtModify":1676537335216,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"在记忆里寻找你","avatar":"https://community-static.tradeup.com/news/36a21f43f8afc687f42d0c0ae67fd476","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4118111696126822","authorIdStr":"4118111696126822"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/AAPL 20220923 162.5 CALL\">$AAPL 20220923 162.5 CALL$</a>&nbsp;my apple is said","listText":"<a href=\"https://ttm.financial/OPT/AAPL 20220923 162.5 CALL\">$AAPL 20220923 162.5 CALL$</a>&nbsp;my apple is said","text":"$AAPL 20220923 162.5 CALL$ 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href=\"https://ttm.financial/S/SPY\">$标普500ETF(SPY)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$标普500ETF(SPY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9941637768","repostId":"9941608175","repostType":1,"repost":{"id":9941608175,"gmtCreate":1680174009000,"gmtModify":1703674837953,"author":{"id":"3527667592269412","authorId":"3527667592269412","name":"OptionsTracker","avatar":"https://static.tigerbbs.com/e3f1f839aad7a15f602f3f42eaad51af","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667592269412","authorIdStr":"3527667592269412"},"themes":[],"title":"Hot stocks covered call  reference [March 30]","htmlText":"Selling covered call options (sell covered call) is a strategy adopted by many large funds. It can also be used by retail investors in the US stock market.You can get income while holding it. This strategy is very suitable for stocks that have long-term positions, but they have not moved but they are not in a bearish position recently or are in a bearish position recently. It can be a good strategy for mature investors to roll over when holding some targets for a long time. Income comparison Assume that investors hold 200 shares of Amazon from January 1 to December 17, 2021 If there is no operation during the holding period, the final total assets will be USD 675,484 If the covered call strategy is carried out, it will be operated once a week; if 100 shares are sold after the exercise, ano","listText":"Selling covered call options (sell covered call) is a strategy adopted by many large funds. It can also be used by retail investors in the US stock market.You can get income while holding it. This strategy is very suitable for stocks that have long-term positions, but they have not moved but they are not in a bearish position recently or are in a bearish position recently. It can be a good strategy for mature investors to roll over when holding some targets for a long time. Income comparison Assume that investors hold 200 shares of Amazon from January 1 to December 17, 2021 If there is no operation during the holding period, the final total assets will be USD 675,484 If the covered call strategy is carried out, it will be operated once a week; if 100 shares are sold after the exercise, ano","text":"Selling covered call options (sell covered call) is a strategy adopted by many large funds. It can also be used by retail investors in the US stock market.You can get income while holding it. This strategy is very suitable for stocks that have long-term positions, but they have not moved but they are not in a bearish position recently or are in a bearish position recently. It can be a good strategy for mature investors to roll over when holding some targets for a long time. Income comparison Assume that investors hold 200 shares of Amazon from January 1 to December 17, 2021 If there is no operation during the holding period, the final total assets will be USD 675,484 If the covered call strategy is carried out, it will be operated once a week; if 100 shares are sold after the exercise, ano","images":[{"img":"https://static.tigerbbs.com/1be4ad594d709020d91c8496e1f9e7c9"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941608175","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":216350642819192,"gmtCreate":1693820194900,"gmtModify":1693820197276,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"在记忆里寻找你","avatar":"https://community-static.tradeup.com/news/36a21f43f8afc687f42d0c0ae67fd476","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4118111696126822","authorIdStr":"4118111696126822"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>this is a 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href=\"https://ttm.financial/S/SPY\">$标普500ETF(SPY)$ </a>&nbsp;ETF&nbsp;<a href=\"https://ttm.financial/S/META\">$Meta Platforms(META)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/SPY\">$标普500ETF(SPY)$ </a>&nbsp;ETF&nbsp;<a href=\"https://ttm.financial/S/META\">$Meta Platforms(META)$ &nbsp;</a>","text":"$标普500ETF(SPY)$ ETF $Meta Platforms(META)$","images":[{"img":"https://community-static.tradeup.com/news/440761953d123f5d5a5da135271a3336","width":"1080","height":"2255"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9920078879","isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9967278854,"gmtCreate":1670341451078,"gmtModify":1676538348253,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"在记忆里寻找你","avatar":"https://community-static.tradeup.com/news/36a21f43f8afc687f42d0c0ae67fd476","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4118111696126822","authorIdStr":"4118111696126822"},"themes":[],"htmlText":"tesla<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"tesla<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"tesla$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967278854","repostId":"1184906394","repostType":2,"repost":{"id":"1184906394","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1670339903,"share":"https://ttm.financial/m/news/1184906394?lang=&edition=fundamental","pubTime":"2022-12-06 23:18","market":"us","language":"en","title":"Top Calls on Wall Street: Apple, Tesla, Google, Coinbase, Starbucks, JPMorgan Chase and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1184906394","media":"Tiger Newspress","summary":"Here are Tuesday’s biggest calls on Wall Street:UBS reiterates Apple as buyUBS saidApple’siPhone supply chain headwinds are abating.“Utilizing UBS Evidence Lab data that tracks iPhone availability acr","content":"<html><head></head><body><p>Here are Tuesday’s biggest calls on Wall Street:</p><h2>UBS reiterates Apple as buy</h2><p>UBS said Apple’s iPhone supply chain headwinds are abating.</p><blockquote>“Utilizing UBS Evidence Lab data that tracks iPhone availability across 30 countries, wait times across most markets including the US and China improved relative to both last week and two weeks ago indicating the supply chain disruptions are easing on the margin.”</blockquote><h2>Cowen reiterates TJX Company as outperform</h2><p>Cowen said it’s feeling more bullish on the stock after a series of recent management meetings.</p><blockquote>“We left meetings more bullish onTJX’sscale within the global retail ecosystem. TJX’s opportunities across apparel, footwear, accessories, home, beauty, and kids are increasing.”</blockquote><h2>Piper Sandler reiterates Tesla as outperform</h2><p>Piper said reports of Tesla cutting production in China are mostly overdone.</p><blockquote>“If Tesla does eventually decide to cut production, we think macro headwinds and a new factory in Berlin will be to blame, NOT competition from Chinese peers.”</blockquote><h2>JPMorgan downgrades Royal Caribbean to underweight from overweight</h2><p>JPMorgan said the cruise company that is “vulnerable.”</p><blockquote>“To this end, we prefer NCLH to CCL and RCL, as we see the latter two — particularly RCL — as more vulnerable to near-term ebbs and flows of financial market conditions given the magnitude and timing of future capital commitments.”</blockquote><h2>Bank of America reiterates Chipotle as buy</h2><p>Bank of America said the Mexican chain restaurant has “price elasticity.”</p><blockquote>“We maintain our Buy rating as we believe underlying frequency trends auger well for the future: we expect lower income consumers who have traded-out (to at home) should come back when economic conditions improve even as the company retains the higher income consumers who have traded down intoChipotlefrom full service concepts.”</blockquote><h2>Oppenheimer upgrades General Electric to outperform from market perform</h2><p>Oppenheimer said it’s starting to see strong execution from GE.</p><blockquote>“Our Outperform rating reflects strong Aviation momentum along industry recovery path, with strong execution amidst widespread industry supply-chain challenges impacting the commercial business and internal production challenges serving military markets.”</blockquote><h2>Citi opens a negative catalyst watch on Charter</h2><p>Citi added a negative catalyst watch heading into the company’s analyst day.</p><blockquote>“We remain Neutral on CHTR shares and believe the upcoming analyst meeting could highlight that financial performance may need to take a step back vs. consensus expectations in 2023 to eventually take two steps forward with an enhanced broadband network experience.”</blockquote><h2>Bank of America adds Burlington to the US1 list</h2><p>Bank of America added Burlington to the firm’s top picks list.</p><blockquote>“The US 1 list is intended to represent a collection of our best investment ideas that are drawn from the universe of Buy-rated, US-listed stocks (including ADRs), covered by BofA Global Research fundamental equity research analysts.”</blockquote><h2>Morgan Stanley upgrades JPMorgan to overweight from underweight</h2><p>Morgan Stanley said in its double upgrade of the banking giant that it has “multiple resiliency” in a recession.</p><blockquote>“With this note, we double upgradeJPMto Overweight from Underweight on operating leverage inflecting positively, CCB (JPM’s Consumer &amp; Community Bank) taking market share, relative multiple resiliency during recessions, and progress being made on higher CET1 (common equity tier) ratio regulatory requirements.”</blockquote><h2>Bernstein initiates Target and Costco as outperform</h2><p>Bernstein said Target is “great value on a long-term winner. The firm called Costco a “much coveted port in the storm.”</p><blockquote>“Target is perhaps one of the best-positioned retailers for long-term growth: They’ve seen massive traffic gains since Covid that we believe are going to stick. ... .Costco has long been a reliable, if perhaps boring deliverer of routinely solid business results, stock gains that consistently beat the S&amp;P, and a premium P/E — both absolute and relative.”</blockquote><h2>RBC initiates Valvoline as outperform</h2><p>RBC said the auto oil change company is a high-margin business.</p><blockquote>“Following the sale of its global products division (expected to close in the next few weeks), we think VVV will be a faster growing, higher margin business, with strong FCF generation.”</blockquote><h2>BMO downgrades SL Green Realty to market perform from outperform</h2><p>BMO downgraded the real estate investment trust company due to demand uncertainty.</p><blockquote>“We downgrade SLG to Market Perform, post its 2022 Investor Conference. SLG’s 12.9% dividend cut was a prudent move, in our view, although it may have to supplement its common with a special dividend in 2023, due to dispositions.”</blockquote><h2>William Blair names Starbucks a top 2023 pick</h2><p>William Blair said it sees “topline momentum” for the coffee giant heading into next year.</p><blockquote>“We believe Starbucks is well positioned to deliver both earnings and sales upside over the next year given ongoing topline momentum despite consumer fragility in many parts of the world, with recent healthy double-digit comps in all major regions of the world except China—including accelerating trends in the United States and ongoing strength in regions of greater consumer pressure such as Europe.”</blockquote><h2>Bernstein reiterates Alphabet as outperform</h2><p>Bernstein said in its analysis of Alphabet that margins can go higher.</p><blockquote>“In our optimistic case, we can see a path to 34% operating margins in 2025 which could be worth an extra $2 in EPS.”</blockquote><h2>Raymond James reiterates Coinbase as underperform</h2><p>Raymond James said it’s standing by its underperform rating as there’s too much uncertainty for the crypto company.</p><blockquote>“We believe Coinbase’s relative success can be attributed to its position as a trusted, regulated U.S. based exchange. That said, one could argue that this is akin to being viewed as the best house in a bad and deteriorating neighborhood.”</blockquote><h2>Deutsche Bank upgrades Estee Lauder to buy from hold</h2><p>Deutsche said in its upgrade of the stock that it sees “makeup margin expansion.”</p><blockquote>“We are upgrading EL to Buy given increased likelihood of China reopening by the start of EL’s FY24 and increased confidence in makeup margin expansion.”</blockquote><h2>Citi initiates Xponential Fitness as buy</h2><p>Citi said the owner of fitness brands like Pure Barre is defensive.</p><blockquote>“XPOF has carved out a defensible and profitable position as the industry leader in the boutique fitness space. The company’s asset-light franchise model allows for quick scaling of the business, with recurring revenues buffering the downside in the event of a recession.”</blockquote></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>Top Calls on Wall Street: Apple, Tesla, Google, Coinbase, Starbucks, JPMorgan Chase and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Apple, Tesla, Google, Coinbase, Starbucks, JPMorgan Chase and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-12-06 23:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Tuesday’s biggest calls on Wall Street:</p><h2>UBS reiterates Apple as buy</h2><p>UBS said Apple’s iPhone supply chain headwinds are abating.</p><blockquote>“Utilizing UBS Evidence Lab data that tracks iPhone availability across 30 countries, wait times across most markets including the US and China improved relative to both last week and two weeks ago indicating the supply chain disruptions are easing on the margin.”</blockquote><h2>Cowen reiterates TJX Company as outperform</h2><p>Cowen said it’s feeling more bullish on the stock after a series of recent management meetings.</p><blockquote>“We left meetings more bullish onTJX’sscale within the global retail ecosystem. TJX’s opportunities across apparel, footwear, accessories, home, beauty, and kids are increasing.”</blockquote><h2>Piper Sandler reiterates Tesla as outperform</h2><p>Piper said reports of Tesla cutting production in China are mostly overdone.</p><blockquote>“If Tesla does eventually decide to cut production, we think macro headwinds and a new factory in Berlin will be to blame, NOT competition from Chinese peers.”</blockquote><h2>JPMorgan downgrades Royal Caribbean to underweight from overweight</h2><p>JPMorgan said the cruise company that is “vulnerable.”</p><blockquote>“To this end, we prefer NCLH to CCL and RCL, as we see the latter two — particularly RCL — as more vulnerable to near-term ebbs and flows of financial market conditions given the magnitude and timing of future capital commitments.”</blockquote><h2>Bank of America reiterates Chipotle as buy</h2><p>Bank of America said the Mexican chain restaurant has “price elasticity.”</p><blockquote>“We maintain our Buy rating as we believe underlying frequency trends auger well for the future: we expect lower income consumers who have traded-out (to at home) should come back when economic conditions improve even as the company retains the higher income consumers who have traded down intoChipotlefrom full service concepts.”</blockquote><h2>Oppenheimer upgrades General Electric to outperform from market perform</h2><p>Oppenheimer said it’s starting to see strong execution from GE.</p><blockquote>“Our Outperform rating reflects strong Aviation momentum along industry recovery path, with strong execution amidst widespread industry supply-chain challenges impacting the commercial business and internal production challenges serving military markets.”</blockquote><h2>Citi opens a negative catalyst watch on Charter</h2><p>Citi added a negative catalyst watch heading into the company’s analyst day.</p><blockquote>“We remain Neutral on CHTR shares and believe the upcoming analyst meeting could highlight that financial performance may need to take a step back vs. consensus expectations in 2023 to eventually take two steps forward with an enhanced broadband network experience.”</blockquote><h2>Bank of America adds Burlington to the US1 list</h2><p>Bank of America added Burlington to the firm’s top picks list.</p><blockquote>“The US 1 list is intended to represent a collection of our best investment ideas that are drawn from the universe of Buy-rated, US-listed stocks (including ADRs), covered by BofA Global Research fundamental equity research analysts.”</blockquote><h2>Morgan Stanley upgrades JPMorgan to overweight from underweight</h2><p>Morgan Stanley said in its double upgrade of the banking giant that it has “multiple resiliency” in a recession.</p><blockquote>“With this note, we double upgradeJPMto Overweight from Underweight on operating leverage inflecting positively, CCB (JPM’s Consumer &amp; Community Bank) taking market share, relative multiple resiliency during recessions, and progress being made on higher CET1 (common equity tier) ratio regulatory requirements.”</blockquote><h2>Bernstein initiates Target and Costco as outperform</h2><p>Bernstein said Target is “great value on a long-term winner. The firm called Costco a “much coveted port in the storm.”</p><blockquote>“Target is perhaps one of the best-positioned retailers for long-term growth: They’ve seen massive traffic gains since Covid that we believe are going to stick. ... .Costco has long been a reliable, if perhaps boring deliverer of routinely solid business results, stock gains that consistently beat the S&amp;P, and a premium P/E — both absolute and relative.”</blockquote><h2>RBC initiates Valvoline as outperform</h2><p>RBC said the auto oil change company is a high-margin business.</p><blockquote>“Following the sale of its global products division (expected to close in the next few weeks), we think VVV will be a faster growing, higher margin business, with strong FCF generation.”</blockquote><h2>BMO downgrades SL Green Realty to market perform from outperform</h2><p>BMO downgraded the real estate investment trust company due to demand uncertainty.</p><blockquote>“We downgrade SLG to Market Perform, post its 2022 Investor Conference. SLG’s 12.9% dividend cut was a prudent move, in our view, although it may have to supplement its common with a special dividend in 2023, due to dispositions.”</blockquote><h2>William Blair names Starbucks a top 2023 pick</h2><p>William Blair said it sees “topline momentum” for the coffee giant heading into next year.</p><blockquote>“We believe Starbucks is well positioned to deliver both earnings and sales upside over the next year given ongoing topline momentum despite consumer fragility in many parts of the world, with recent healthy double-digit comps in all major regions of the world except China—including accelerating trends in the United States and ongoing strength in regions of greater consumer pressure such as Europe.”</blockquote><h2>Bernstein reiterates Alphabet as outperform</h2><p>Bernstein said in its analysis of Alphabet that margins can go higher.</p><blockquote>“In our optimistic case, we can see a path to 34% operating margins in 2025 which could be worth an extra $2 in EPS.”</blockquote><h2>Raymond James reiterates Coinbase as underperform</h2><p>Raymond James said it’s standing by its underperform rating as there’s too much uncertainty for the crypto company.</p><blockquote>“We believe Coinbase’s relative success can be attributed to its position as a trusted, regulated U.S. based exchange. That said, one could argue that this is akin to being viewed as the best house in a bad and deteriorating neighborhood.”</blockquote><h2>Deutsche Bank upgrades Estee Lauder to buy from hold</h2><p>Deutsche said in its upgrade of the stock that it sees “makeup margin expansion.”</p><blockquote>“We are upgrading EL to Buy given increased likelihood of China reopening by the start of EL’s FY24 and increased confidence in makeup margin expansion.”</blockquote><h2>Citi initiates Xponential Fitness as buy</h2><p>Citi said the owner of fitness brands like Pure Barre is defensive.</p><blockquote>“XPOF has carved out a defensible and profitable position as the industry leader in the boutique fitness space. The company’s asset-light franchise model allows for quick scaling of the business, with recurring revenues buffering the downside in the event of a recession.”</blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COST":"好市多","XPOF":"Xponential Fitness, Inc.","COIN":"Coinbase Global, Inc.","RCL":"皇家加勒比邮轮","SLG":"SL Green Realty Corp","CHTR":"特许通讯","JPM":"摩根大通","TGT":"塔吉特","TSLA":"特斯拉","GE":"GE航空航天","BURL":"伯灵顿百货","EL":"雅诗兰黛","TJX":"The TJX Companies Inc.","VVV":"胜牌","GOOG":"谷歌","CMG":"墨式烧烤","AAPL":"苹果","SBUX":"星巴克","GOOGL":"谷歌A"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184906394","content_text":"Here are Tuesday’s biggest calls on Wall Street:UBS reiterates Apple as buyUBS said Apple’s iPhone supply chain headwinds are abating.“Utilizing UBS Evidence Lab data that tracks iPhone availability across 30 countries, wait times across most markets including the US and China improved relative to both last week and two weeks ago indicating the supply chain disruptions are easing on the margin.”Cowen reiterates TJX Company as outperformCowen said it’s feeling more bullish on the stock after a series of recent management meetings.“We left meetings more bullish onTJX’sscale within the global retail ecosystem. TJX’s opportunities across apparel, footwear, accessories, home, beauty, and kids are increasing.”Piper Sandler reiterates Tesla as outperformPiper said reports of Tesla cutting production in China are mostly overdone.“If Tesla does eventually decide to cut production, we think macro headwinds and a new factory in Berlin will be to blame, NOT competition from Chinese peers.”JPMorgan downgrades Royal Caribbean to underweight from overweightJPMorgan said the cruise company that is “vulnerable.”“To this end, we prefer NCLH to CCL and RCL, as we see the latter two — particularly RCL — as more vulnerable to near-term ebbs and flows of financial market conditions given the magnitude and timing of future capital commitments.”Bank of America reiterates Chipotle as buyBank of America said the Mexican chain restaurant has “price elasticity.”“We maintain our Buy rating as we believe underlying frequency trends auger well for the future: we expect lower income consumers who have traded-out (to at home) should come back when economic conditions improve even as the company retains the higher income consumers who have traded down intoChipotlefrom full service concepts.”Oppenheimer upgrades General Electric to outperform from market performOppenheimer said it’s starting to see strong execution from GE.“Our Outperform rating reflects strong Aviation momentum along industry recovery path, with strong execution amidst widespread industry supply-chain challenges impacting the commercial business and internal production challenges serving military markets.”Citi opens a negative catalyst watch on CharterCiti added a negative catalyst watch heading into the company’s analyst day.“We remain Neutral on CHTR shares and believe the upcoming analyst meeting could highlight that financial performance may need to take a step back vs. consensus expectations in 2023 to eventually take two steps forward with an enhanced broadband network experience.”Bank of America adds Burlington to the US1 listBank of America added Burlington to the firm’s top picks list.“The US 1 list is intended to represent a collection of our best investment ideas that are drawn from the universe of Buy-rated, US-listed stocks (including ADRs), covered by BofA Global Research fundamental equity research analysts.”Morgan Stanley upgrades JPMorgan to overweight from underweightMorgan Stanley said in its double upgrade of the banking giant that it has “multiple resiliency” in a recession.“With this note, we double upgradeJPMto Overweight from Underweight on operating leverage inflecting positively, CCB (JPM’s Consumer & Community Bank) taking market share, relative multiple resiliency during recessions, and progress being made on higher CET1 (common equity tier) ratio regulatory requirements.”Bernstein initiates Target and Costco as outperformBernstein said Target is “great value on a long-term winner. The firm called Costco a “much coveted port in the storm.”“Target is perhaps one of the best-positioned retailers for long-term growth: They’ve seen massive traffic gains since Covid that we believe are going to stick. ... .Costco has long been a reliable, if perhaps boring deliverer of routinely solid business results, stock gains that consistently beat the S&P, and a premium P/E — both absolute and relative.”RBC initiates Valvoline as outperformRBC said the auto oil change company is a high-margin business.“Following the sale of its global products division (expected to close in the next few weeks), we think VVV will be a faster growing, higher margin business, with strong FCF generation.”BMO downgrades SL Green Realty to market perform from outperformBMO downgraded the real estate investment trust company due to demand uncertainty.“We downgrade SLG to Market Perform, post its 2022 Investor Conference. SLG’s 12.9% dividend cut was a prudent move, in our view, although it may have to supplement its common with a special dividend in 2023, due to dispositions.”William Blair names Starbucks a top 2023 pickWilliam Blair said it sees “topline momentum” for the coffee giant heading into next year.“We believe Starbucks is well positioned to deliver both earnings and sales upside over the next year given ongoing topline momentum despite consumer fragility in many parts of the world, with recent healthy double-digit comps in all major regions of the world except China—including accelerating trends in the United States and ongoing strength in regions of greater consumer pressure such as Europe.”Bernstein reiterates Alphabet as outperformBernstein said in its analysis of Alphabet that margins can go higher.“In our optimistic case, we can see a path to 34% operating margins in 2025 which could be worth an extra $2 in EPS.”Raymond James reiterates Coinbase as underperformRaymond James said it’s standing by its underperform rating as there’s too much uncertainty for the crypto company.“We believe Coinbase’s relative success can be attributed to its position as a trusted, regulated U.S. based exchange. That said, one could argue that this is akin to being viewed as the best house in a bad and deteriorating neighborhood.”Deutsche Bank upgrades Estee Lauder to buy from holdDeutsche said in its upgrade of the stock that it sees “makeup margin expansion.”“We are upgrading EL to Buy given increased likelihood of China reopening by the start of EL’s FY24 and increased confidence in makeup margin expansion.”Citi initiates Xponential Fitness as buyCiti said the owner of fitness brands like Pure Barre is defensive.“XPOF has carved out a defensible and profitable position as the industry leader in the boutique fitness space. The company’s asset-light franchise model allows for quick scaling of the business, with recurring revenues buffering the downside in the event of a recession.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":18,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961464282,"gmtCreate":1669025845446,"gmtModify":1676538141331,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"在记忆里寻找你","avatar":"https://community-static.tradeup.com/news/36a21f43f8afc687f42d0c0ae67fd476","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4118111696126822","authorIdStr":"4118111696126822"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9961464282","repostId":"1148446453","repostType":2,"repost":{"id":"1148446453","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1669011400,"share":"https://ttm.financial/m/news/1148446453?lang=&edition=fundamental","pubTime":"2022-11-21 14:16","market":"us","language":"zh","title":"期权大单 | 本周看涨，资金“押宝”特斯拉！机构唱空，Coinbase继续“跌不停”？","url":"https://stock-news.laohu8.com/highlight/detail?id=1148446453","media":"老虎资讯综合","summary":"摘要：11月18日（周五），期权市场总成交量达40,872,811张合约，其中，看涨期权占比56%；看多资金押注，$特斯拉$11月25日到期行权价为190美元看涨期权的成交量特别高；机构唱空，Coinbase继续上演“跌不停”？标普指数ETF-SPY期权成交803.4万张合约，其中，看跌期权占比56%。这意味着在期权市场中，投资者本周看多特斯拉。","content":"<html><head></head><body><blockquote><b>摘要：11月18日（周五），期权市场总成交量达40,872,811张合约，其中，看涨期权占比56%；看多资金押注，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>11月25日到期行权价为190美元看涨期权的成交量特别高；机构唱空，Coinbase继续上演“跌不停”？</b></blockquote><p><b>一、市场概览 （18/11）</b></p><p>美东时间11月18日（周五），美联储官员再度警告称，未来还将出台更多紧缩政策，这导致纳指在震荡中勉强收涨。截至收盘，道指涨199.37点，涨幅为0.59%，报33745.69点；纳指涨1.10点，涨幅为0.01%，报11146.06点；标普500指数涨18.78点，涨幅为0.48%，报3965.34点。</p><p>大型科技股涨跌不一，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、Meta小幅上涨，特斯拉、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>下跌。热门中概股普跌，纳斯达克中国金龙指数跌2.98%。微博跌超9%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>跌超6%，<a href=\"https://laohu8.com/S/NTES\">网易</a>跌超5%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超4%。</p><p>期权市场总成交量达40,872,811张合约，其中，看涨期权占比56%。</p><p>标普指数ETF-SPY期权成交803.4万张合约，其中，看跌期权占比56%。</p><p><b>二、期权成交总量TOP10</b><img src=\"https://static.tigerbbs.com/7ee25ad5d75a1308f282949811a6ddb2\" tg-width=\"828\" tg-height=\"1419\" referrerpolicy=\"no-referrer\"/><b><a href=\"https://laohu8.com/S/SPY\">标普指数ETF</a></b>仍是投资者首选，期权成交803.4万张合约。看跌期权高于看涨期权，占比51%；<img src=\"https://static.tigerbbs.com/9af10816435f1dbec269e676b7d7771f\" tg-width=\"1598\" tg-height=\"479\" referrerpolicy=\"no-referrer\"/><b><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></b>上周五跌1.63%，报180.19美元。期权合约成交269.7万张，看涨期权占全部期权交易的56%。2022年11月25日到期行权价为190美元看涨期权的成交量特别高，成交量为53,737张。<span style=\"color:rgba(100,27,22,1);\">这意味着在期权市场中，投资者本周看多特斯拉。</span><img src=\"https://static.tigerbbs.com/7f74c6e644cb01d1ff5980ccc52f2109\" tg-width=\"1604\" tg-height=\"327\" referrerpolicy=\"no-referrer\"/><b>亚马逊</b>上周五微跌，报94.14美元。期权合约成交124.6万张，看涨期权占全部期权交易的65%。2022年11月25日到期行权价为100美元看涨期权的成交量特别高，成交量为39,943张。<span style=\"color:rgba(102,28,23,1);\">这意味着在期权市场中，投资者本周看多亚马逊。</span><img src=\"https://static.tigerbbs.com/a1744c5d57ff4a2c8cdac434557d4333\" tg-width=\"1604\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/><b>英伟达</b>上周五下跌1.71%，报154.09美元。期权合约成交77.28万张，看涨期权占全部期权交易的48%。2022年11月25日到期行权价为150美元看跌期权的成交量特别高，成交量为25,052张。<span style=\"color:rgba(99,26,21,1);\">这意味着在期权市场中，投资者押注英伟达本周将小幅调整。</span><img src=\"https://static.tigerbbs.com/2d7f2bba423602574db63ce02d089129\" tg-width=\"1602\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/><b>三、异动观察</b><img src=\"https://static.tigerbbs.com/5c03f6306103c3d4e64ca4317d746ecd\" tg-width=\"1796\" tg-height=\"486\" referrerpolicy=\"no-referrer\"/><b>Coinbase</b>上周五跌超7%，报45.26美元。消息方面：FTX崩盘影响Coinbase前景，美银证券下调其评级至“中性”。Coinbase2022年11月25日到期行权价为40美元看跌期权的成交量特别高，成交量为9,857张。<img src=\"https://static.tigerbbs.com/b8c2596f79de605ace44bfb0ffcb5bb9\" tg-width=\"1601\" tg-height=\"332\" referrerpolicy=\"no-referrer\"/><b>Nikola</b>上周五跌超4%，报2.74美元。2022年12月23日到期行权价为2.5美元看跌期权的成交量特别高，成交量为50,718张。</p><p><img src=\"https://static.tigerbbs.com/954bfd433dc81a1f30b5c3c2dc560994\" tg-width=\"1602\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/><a href=\"https://laohu8.com/S/CSCO\">思科</a>上周五上涨2.58%，报47.79美元。2022年11月25日到期行权价为47.50美元看涨期权的成交量特别高，成交量为7,817张。<img src=\"https://static.tigerbbs.com/5f0ad90d473eccc75a9868111626ad58\" tg-width=\"1597\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/></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>期权大单 | 本周看涨，资金“押宝”特斯拉！机构唱空，Coinbase继续“跌不停”？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n期权大单 | 本周看涨，资金“押宝”特斯拉！机构唱空，Coinbase继续“跌不停”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-11-21 14:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><b>摘要：11月18日（周五），期权市场总成交量达40,872,811张合约，其中，看涨期权占比56%；看多资金押注，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>11月25日到期行权价为190美元看涨期权的成交量特别高；机构唱空，Coinbase继续上演“跌不停”？</b></blockquote><p><b>一、市场概览 （18/11）</b></p><p>美东时间11月18日（周五），美联储官员再度警告称，未来还将出台更多紧缩政策，这导致纳指在震荡中勉强收涨。截至收盘，道指涨199.37点，涨幅为0.59%，报33745.69点；纳指涨1.10点，涨幅为0.01%，报11146.06点；标普500指数涨18.78点，涨幅为0.48%，报3965.34点。</p><p>大型科技股涨跌不一，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、Meta小幅上涨，特斯拉、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>下跌。热门中概股普跌，纳斯达克中国金龙指数跌2.98%。微博跌超9%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>跌超6%，<a href=\"https://laohu8.com/S/NTES\">网易</a>跌超5%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超4%。</p><p>期权市场总成交量达40,872,811张合约，其中，看涨期权占比56%。</p><p>标普指数ETF-SPY期权成交803.4万张合约，其中，看跌期权占比56%。</p><p><b>二、期权成交总量TOP10</b><img src=\"https://static.tigerbbs.com/7ee25ad5d75a1308f282949811a6ddb2\" tg-width=\"828\" tg-height=\"1419\" referrerpolicy=\"no-referrer\"/><b><a href=\"https://laohu8.com/S/SPY\">标普指数ETF</a></b>仍是投资者首选，期权成交803.4万张合约。看跌期权高于看涨期权，占比51%；<img src=\"https://static.tigerbbs.com/9af10816435f1dbec269e676b7d7771f\" tg-width=\"1598\" tg-height=\"479\" referrerpolicy=\"no-referrer\"/><b><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></b>上周五跌1.63%，报180.19美元。期权合约成交269.7万张，看涨期权占全部期权交易的56%。2022年11月25日到期行权价为190美元看涨期权的成交量特别高，成交量为53,737张。<span style=\"color:rgba(100,27,22,1);\">这意味着在期权市场中，投资者本周看多特斯拉。</span><img src=\"https://static.tigerbbs.com/7f74c6e644cb01d1ff5980ccc52f2109\" tg-width=\"1604\" tg-height=\"327\" referrerpolicy=\"no-referrer\"/><b>亚马逊</b>上周五微跌，报94.14美元。期权合约成交124.6万张，看涨期权占全部期权交易的65%。2022年11月25日到期行权价为100美元看涨期权的成交量特别高，成交量为39,943张。<span style=\"color:rgba(102,28,23,1);\">这意味着在期权市场中，投资者本周看多亚马逊。</span><img src=\"https://static.tigerbbs.com/a1744c5d57ff4a2c8cdac434557d4333\" tg-width=\"1604\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/><b>英伟达</b>上周五下跌1.71%，报154.09美元。期权合约成交77.28万张，看涨期权占全部期权交易的48%。2022年11月25日到期行权价为150美元看跌期权的成交量特别高，成交量为25,052张。<span style=\"color:rgba(99,26,21,1);\">这意味着在期权市场中，投资者押注英伟达本周将小幅调整。</span><img src=\"https://static.tigerbbs.com/2d7f2bba423602574db63ce02d089129\" tg-width=\"1602\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/><b>三、异动观察</b><img src=\"https://static.tigerbbs.com/5c03f6306103c3d4e64ca4317d746ecd\" tg-width=\"1796\" tg-height=\"486\" referrerpolicy=\"no-referrer\"/><b>Coinbase</b>上周五跌超7%，报45.26美元。消息方面：FTX崩盘影响Coinbase前景，美银证券下调其评级至“中性”。Coinbase2022年11月25日到期行权价为40美元看跌期权的成交量特别高，成交量为9,857张。<img src=\"https://static.tigerbbs.com/b8c2596f79de605ace44bfb0ffcb5bb9\" tg-width=\"1601\" tg-height=\"332\" referrerpolicy=\"no-referrer\"/><b>Nikola</b>上周五跌超4%，报2.74美元。2022年12月23日到期行权价为2.5美元看跌期权的成交量特别高，成交量为50,718张。</p><p><img src=\"https://static.tigerbbs.com/954bfd433dc81a1f30b5c3c2dc560994\" tg-width=\"1602\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/><a href=\"https://laohu8.com/S/CSCO\">思科</a>上周五上涨2.58%，报47.79美元。2022年11月25日到期行权价为47.50美元看涨期权的成交量特别高，成交量为7,817张。<img src=\"https://static.tigerbbs.com/5f0ad90d473eccc75a9868111626ad58\" tg-width=\"1597\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{"LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","NKLA":"Nikola Corporation","BK4554":"元宇宙及AR概念","QQQ":"纳指100ETF","CSCO":"思科","LU0234570918.USD":"高盛全球核心股票组合Acc Close","COIN":"Coinbase Global, Inc.","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4581":"高盛持仓","BK4511":"特斯拉概念","NVDA":"英伟达","BK4099":"汽车制造商","BK4112":"金融交易所和数据","BK4548":"巴美列捷福持仓","SPY":"标普500ETF","TSLA":"特斯拉","BK4539":"次新股","AMZN":"亚马逊","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148446453","content_text":"摘要：11月18日（周五），期权市场总成交量达40,872,811张合约，其中，看涨期权占比56%；看多资金押注，特斯拉11月25日到期行权价为190美元看涨期权的成交量特别高；机构唱空，Coinbase继续上演“跌不停”？一、市场概览 （18/11）美东时间11月18日（周五），美联储官员再度警告称，未来还将出台更多紧缩政策，这导致纳指在震荡中勉强收涨。截至收盘，道指涨199.37点，涨幅为0.59%，报33745.69点；纳指涨1.10点，涨幅为0.01%，报11146.06点；标普500指数涨18.78点，涨幅为0.48%，报3965.34点。大型科技股涨跌不一，苹果、Meta小幅上涨，特斯拉、英伟达、微软、亚马逊下跌。热门中概股普跌，纳斯达克中国金龙指数跌2.98%。微博跌超9%，爱奇艺、哔哩哔哩、腾讯音乐跌超6%，网易跌超5%，阿里巴巴跌超4%。期权市场总成交量达40,872,811张合约，其中，看涨期权占比56%。标普指数ETF-SPY期权成交803.4万张合约，其中，看跌期权占比56%。二、期权成交总量TOP10标普指数ETF仍是投资者首选，期权成交803.4万张合约。看跌期权高于看涨期权，占比51%；特斯拉上周五跌1.63%，报180.19美元。期权合约成交269.7万张，看涨期权占全部期权交易的56%。2022年11月25日到期行权价为190美元看涨期权的成交量特别高，成交量为53,737张。这意味着在期权市场中，投资者本周看多特斯拉。亚马逊上周五微跌，报94.14美元。期权合约成交124.6万张，看涨期权占全部期权交易的65%。2022年11月25日到期行权价为100美元看涨期权的成交量特别高，成交量为39,943张。这意味着在期权市场中，投资者本周看多亚马逊。英伟达上周五下跌1.71%，报154.09美元。期权合约成交77.28万张，看涨期权占全部期权交易的48%。2022年11月25日到期行权价为150美元看跌期权的成交量特别高，成交量为25,052张。这意味着在期权市场中，投资者押注英伟达本周将小幅调整。三、异动观察Coinbase上周五跌超7%，报45.26美元。消息方面：FTX崩盘影响Coinbase前景，美银证券下调其评级至“中性”。Coinbase2022年11月25日到期行权价为40美元看跌期权的成交量特别高，成交量为9,857张。Nikola上周五跌超4%，报2.74美元。2022年12月23日到期行权价为2.5美元看跌期权的成交量特别高，成交量为50,718张。思科上周五上涨2.58%，报47.79美元。2022年11月25日到期行权价为47.50美元看涨期权的成交量特别高，成交量为7,817张。","news_type":1},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":364340888801520,"gmtCreate":1729960738912,"gmtModify":1729960744410,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"在记忆里寻找你","avatar":"https://community-static.tradeup.com/news/36a21f43f8afc687f42d0c0ae67fd476","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4118111696126822","authorIdStr":"4118111696126822"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/TIGR 20241101 7.0 CALL\">$TIGR 20241101 7.0 CALL$ </a>&nbsp; Hope Tiger can be strong!!!! Like TESLA @tesla<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/TIGR 20241101 7.0 CALL\">$TIGR 20241101 7.0 CALL$ </a>&nbsp; Hope Tiger can be strong!!!! Like TESLA @tesla<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp;","text":"$TIGR 20241101 7.0 CALL$ Hope Tiger can be strong!!!! 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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马斯克与曾毓群会面，谈了什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-31 10:26 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s?__biz=MjM5MzI5NTU3MQ==&mid=2652213430&idx=1&sn=d5dbf59cb82c26a685ee16a087298ba2&chksm=bd780d0a8a0f841c678a12eb195ae88db5941f13a6389b68fb7b540166a3c7ba7918098388e0#rd><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月30日，特斯拉首席执行官马斯克抵达中国，并与国务委员兼外长秦刚在北京会面。当天下午，网络平台也流传出一张马斯克与全球动力电池龙头宁德时代董事长曾毓群会面的照片。照片上，双方在某酒店大堂并排前行，距离紧密，表情轻松愉悦。网传双方会面照片截至本文发稿时，宁德时代方面并未向澎湃新闻否认该照片的真实性。据业内人士分析，此次马斯克与曾毓群会面，商谈的内容可能会包括上海储能超级工厂的储能电芯供应、未来在...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MjM5MzI5NTU3MQ==&mid=2652213430&idx=1&sn=d5dbf59cb82c26a685ee16a087298ba2&chksm=bd780d0a8a0f841c678a12eb195ae88db5941f13a6389b68fb7b540166a3c7ba7918098388e0#rd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5493d3e9fe7a252bcde22e43aaf2248c","relate_stocks":{"300750":"宁德时代","TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s?__biz=MjM5MzI5NTU3MQ==&mid=2652213430&idx=1&sn=d5dbf59cb82c26a685ee16a087298ba2&chksm=bd780d0a8a0f841c678a12eb195ae88db5941f13a6389b68fb7b540166a3c7ba7918098388e0#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193729259","content_text":"5月30日，特斯拉首席执行官马斯克抵达中国，并与国务委员兼外长秦刚在北京会面。当天下午，网络平台也流传出一张马斯克与全球动力电池龙头宁德时代董事长曾毓群会面的照片。照片上，双方在某酒店大堂并排前行，距离紧密，表情轻松愉悦。网传双方会面照片截至本文发稿时，宁德时代方面并未向澎湃新闻否认该照片的真实性。据业内人士分析，此次马斯克与曾毓群会面，商谈的内容可能会包括上海储能超级工厂的储能电芯供应、未来在北美合作建电池厂以及动力电池供应的事宜。今年5月，特斯拉宣布将在上海投资建设全球第二家储能系统megapack超级工厂，根据特斯拉的上海megapack超级工厂计划，将从宁德时代采购磷酸铁锂电池电芯。作为一家新能源公司，2019年特斯拉推出面向公用事业级储能市场的大型储能系统Megapack，迅速占领全球大储市场龙头地位。2022年，Megapack进行了升级，电池电芯正极材料从三元锂变为磷酸铁锂，成本进一步降低，安全性也较此前有所提升。在Megapack成本的构成上，重要原材料之一储能电芯一直是外采，供应商包括宁德时代、LG新能源等。此前，马斯克曾透露有意未来将自产的4680电池，使用磷酸铁锂正极材料从而应用于储能，但4680电池目前的量产进度仍未达到预期。值得一提的是，就在上周，宁德时代发布了其最新的储能解决方案——“零辅源”光储融合解决方案，据宁德时代方面介绍，这一储能解决方案通过自研的光储变流器，配合高温电芯技术和先进的自加热技术，摆脱了传统储能解决方案对冷却系统及其辅助电源的依赖，光与储实时联动，实现毫秒级功率控制响应，同时充放电效率提升10%。而据宁德时代方面介绍，最新的储能高温电芯，凭借耐高温石墨负极材料和特制电解液，在超过35℃的条件下依然保持良好的衰减特性，无需冷却系统及外部辅助电源优化系统运行性能及效率，实现免维护。同时，区别于传统的外部加热方式，该电芯通过先进的自加热技术实现均匀加热，杜绝热传递损失，进一步提高光储系统综合效率和稳定性。未来宁德时代全新的高温电芯技术是否会应用到特斯拉上海Megapack超级工厂的产品中，可拭目以待。除了储能，双方会商量的大事或许还有在北美合作建立电池工厂。此前3月底，彭博社报道称特斯拉已经向白宫通报了与宁德时代合作建厂的计划，寻求明确有关《通货膨胀削减法案》对这一计划的的影响。新工厂暂定在得克萨斯州建设。特斯拉或将从宁德时代获得技术许可，类似于宁德时代此前与福特的合作方式。今年2月14日，福特汽车与宁德时代签署了一项协议，确认计划投资35亿美元在密歇根州建造磷酸铁锂(LFP)电池厂。福特汽车通过设立一家子公司100%拥有电池工厂的股权，而宁德时代则向福特进行CTP技术许可。根据美国即将实施的《通货膨胀削减法案》，新设立的电池厂将能够得到最好的情况是，在投产后的初期，消费者购买装载新电池的电动汽车能够获得7500万美元一半的税收减免，随着电池原材料最终实现完全本土化采购，最终获得全额的税收抵免。此前，宁德时代董事长曾毓群回答投资者提问时表示，宁德时代与福特的合作均按计划进行中。此外，在回答关于企业海外合作的问题时，曾毓群说，“进入国家市场，是中国汽车企业发展的高阶阶段，在市场经济的条件下，尽可能合规发展是企业的本能。走向海外不会影响中国动力电池产业的技术领先地位。”据业内人士分析，特斯拉可能从宁德时代寻求什么电池技术帮助包括4680电池技术以及磷酸铁锂电池技术。在美国本土目前主流的技术路线中，镍钴锰三元正极的路线为主流，磷酸铁锂的电池技术几乎为空白。目前特斯拉生产的4680电池中也使用的是三元锂材料。如果不使用镍和钴，将进一步降低电池的成本。最后，考虑到此前不久特斯拉柏林超级工厂开始交付装载比亚迪的刀片电池的生产的MODEL Y基础版，而此前MODEL Y基础版一直使用的是宁德时代的磷酸铁锂方壳电池，因此双方是否会巩固并加深其最传统的动力电池之间的合作关系，也令人浮想联翩。毕竟目前，特斯拉是宁德时代动力电池的最大客户，而特斯拉的电动汽车也面临着扩产降本，需要电池供应商保供的头等大事。","news_type":1},"isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}