jaxon personal page - To The Moon

jaxon

jaxon

Profile：hi I'm jaxon

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03-19

Top 500 🎩🔝

02-29

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02-27

$英伟达(NVDA)$

Nvidia Stock Gains. Its AI Success Is Sparking a Chips War Among Suppliers. -- Barrons.com

01-03

$特斯拉(TSLA)$

2023-12-05

$英伟达(NVDA)$

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2023-12-04

top10

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2023-11-17

3 Undervalued Stocks to Triple Your Money

2023-10-26

[流泪] [流泪] [流泪] [流泪] [流泪]

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2023-09-04

$英伟达(NVDA)$ this is a good

2023-08-18

$特斯拉(TSLA)$

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%

2023-08-01

$特斯拉(TSLA)$

80%成分股盈利超预期，美股还能继续涨

2023-07-20

$特斯拉(TSLA)$

去年25%、今年18.2%！特斯拉“全球价格战”的底气还有不少

2023-07-11

666[财迷] [财迷] [财迷] all the best

美股焦点：控制“七姐妹”影响，纳指将于7月21日“特殊调权”

2023-07-03

$特斯拉(TSLA)$

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”

2023-06-30

$西方石油(OXY)$

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？

2023-06-30

$特斯拉(TSLA)$

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！

2023-06-25

666666666666666666666

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]

2023-06-23

[呆住] [流泪] $腾讯高盛三乙牛W.C(66002)$

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2023-06-22

Tesla omg my stock ...........

Go to Tiger App to see more news

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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":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":279293523873944,"gmtCreate":1709208498402,"gmtModify":1709208500459,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/26d006a9d4b8ffea8f66692a24dac3c5","crmLevel":7,"crmLevelSwitch":1},"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,"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":278536369004848,"gmtCreate":1709029681972,"gmtModify":1709029684506,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/26d006a9d4b8ffea8f66692a24dac3c5","crmLevel":7,"crmLevelSwitch":1},"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,"repost":{"id":"2414821884","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1709027760,"share":"https://www.laohu8.com/m/news/2414821884?lang=&edition=full","pubTime":"2024-02-27 17:56","market":"fut","language":"en","title":"Nvidia Stock Gains. Its AI Success Is Sparking a Chips War Among Suppliers. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2414821884","media":"Dow Jones","summary":"Nvidia stock was rising early Tuesday as it continues to test the $2 trillion valuation mark.The chip maker's success is leading to fierce competition to supply it with advanced memory semiconductors between U.S. company Micron Technology and its South Korean rivals SK Hynix and Samsung Electronics.Nvidia shares were up 0.4% in premarket trading at $793.80.The popularity of its graphics-processing units for training AI systems is continuing to power the stock. Nvidia closed up 0.4% at $790.92 on Monday, leaving it valued at around $1.97 trillion overall.The demand for Nvidia's GPUs is also reshaping adjacent industries. Micron shares were up 2.6% in premarket trading, adding to a 4% gain the previous day when it said it had begun volume production of its High Bandwidth Memory 3E chips, which will be incorporated in the coming Nvidia H200 GPUs.Meanwhile, SK Hynix dropped 4.9% in local trading in South Korea. Until recently the company was sole supplier of high-bandwidth memory for Nvidi","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Adam Clark \n</p>\n<p>\n  Nvidia stock was rising early Tuesday as it continues to test the $2 trillion valuation mark. \n</p>\n<p>\n     The chip maker's success is leading to fierce competition to supply it with advanced memory semiconductors between U.S. company Micron Technology and its South Korean rivals SK Hynix and Samsung Electronics. \n</p>\n<p>\n     Nvidia shares were up 0.2% at $792.55 in premarket trading. \n</p>\n<p>\n     The popularity of its graphics-processing units for training AI systems is continuing to power the stock. Nvidia closed up 0.4% at $790.92 on Monday, leaving it valued at around $1.97 trillion overall. \n</p>\n<p>\n     The demand for Nvidia's GPUs is also reshaping adjacent industries. Micron shares were up 2.6% in premarket trading, adding to a 4% gain the previous day when it said it had begun volume production of its High Bandwidth Memory 3E chips, which will be incorporated in the coming Nvidia H200 GPUs. \n</p>\n<p>\n     Meanwhile, SK Hynix dropped 4.9% in local trading in South Korea. Until recently the company was sole supplier of high-bandwidth memory for Nvidia's AI accelerators, but it has now been joined my Micron and Samsung Electronics. \n</p>\n<p>\n     Samsung said Tuesday that it had developed the highest capacity high-bandwidth memory chip to date, the HBM3E 12H, and that mass production is expected in the first half of this year. It didn't name any customers for the chip. \n</p>\n<p>\n     \"When used in AI applications, it is estimated that, in comparison to adopting HBM3 8H, the average speed for AI training can be increased by 34%,\" Samsung said in its statement. \n</p>\n<p>\n     Samsung shares rose 0.1% in Korean trading on Tuesday. \n</p>\n<p>\n     Other U.S. chip makers were muted on Tuesday. Advanced Micro Devices was up 0.5% in premarket trading and Intel was up 0.6%. \n</p>\n<p>\n     Nvidia shares have risen 60% so far this year through Monday's close. That compares with a 6.3% rise in the S&amp;P 500 index and a 6.4% gain for the Nasdaq Composite Index. \n</p>\n<p>\n     Write to Adam Clark at adam.clark@barrons.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 27, 2024 08:08 ET (13:08 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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>Nvidia Stock Gains. Its AI Success Is Sparking a Chips War Among Suppliers. -- Barrons.com</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\">\nNvidia Stock Gains. Its AI Success Is Sparking a Chips War Among Suppliers. -- Barrons.com\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-02-27 17:56</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Adam Clark \n</p>\n<p>\n  Nvidia stock was rising early Tuesday as it continues to test the $2 trillion valuation mark. \n</p>\n<p>\n     The chip maker's success is leading to fierce competition to supply it with advanced memory semiconductors between U.S. company Micron Technology and its South Korean rivals SK Hynix and Samsung Electronics. \n</p>\n<p>\n     Nvidia shares were up 0.2% at $792.55 in premarket trading. \n</p>\n<p>\n     The popularity of its graphics-processing units for training AI systems is continuing to power the stock. Nvidia closed up 0.4% at $790.92 on Monday, leaving it valued at around $1.97 trillion overall. \n</p>\n<p>\n     The demand for Nvidia's GPUs is also reshaping adjacent industries. Micron shares were up 2.6% in premarket trading, adding to a 4% gain the previous day when it said it had begun volume production of its High Bandwidth Memory 3E chips, which will be incorporated in the coming Nvidia H200 GPUs. \n</p>\n<p>\n     Meanwhile, SK Hynix dropped 4.9% in local trading in South Korea. Until recently the company was sole supplier of high-bandwidth memory for Nvidia's AI accelerators, but it has now been joined my Micron and Samsung Electronics. \n</p>\n<p>\n     Samsung said Tuesday that it had developed the highest capacity high-bandwidth memory chip to date, the HBM3E 12H, and that mass production is expected in the first half of this year. It didn't name any customers for the chip. \n</p>\n<p>\n     \"When used in AI applications, it is estimated that, in comparison to adopting HBM3 8H, the average speed for AI training can be increased by 34%,\" Samsung said in its statement. \n</p>\n<p>\n     Samsung shares rose 0.1% in Korean trading on Tuesday. \n</p>\n<p>\n     Other U.S. chip makers were muted on Tuesday. Advanced Micro Devices was up 0.5% in premarket trading and Intel was up 0.6%. \n</p>\n<p>\n     Nvidia shares have risen 60% so far this year through Monday's close. That compares with a 6.3% rise in the S&amp;P 500 index and a 6.4% gain for the Nasdaq Composite Index. \n</p>\n<p>\n     Write to Adam Clark at adam.clark@barrons.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 27, 2024 08:08 ET (13:08 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4592":"伊斯兰概念","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","BK4585":"ETF&股票定投概念","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4575":"芯片概念","BK4587":"ChatGPT概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4566":"资本集团","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","AMD":"美国超微公司","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","NVDA":"英伟达","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4579":"人工智能","BK4588":"碎股","BK4141":"半导体产品","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","BK4550":"红杉资本持仓","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","SSNHZ":"Samsung Electronics Co., Ltd.","LU0082616367.USD":"摩根大通美国科技A（dist）","MU":"美光科技","BK4503":"景林资产持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","BK4551":"寇图资本持仓","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4529":"IDC概念","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2414821884","content_text":"By Adam Clark \n\n\n  Nvidia stock was rising early Tuesday as it continues to test the $2 trillion valuation mark. \n\n\n     The chip maker's success is leading to fierce competition to supply it with advanced memory semiconductors between U.S. company Micron Technology and its South Korean rivals SK Hynix and Samsung Electronics. \n\n\n     Nvidia shares were up 0.2% at $792.55 in premarket trading. \n\n\n     The popularity of its graphics-processing units for training AI systems is continuing to power the stock. Nvidia closed up 0.4% at $790.92 on Monday, leaving it valued at around $1.97 trillion overall. \n\n\n     The demand for Nvidia's GPUs is also reshaping adjacent industries. Micron shares were up 2.6% in premarket trading, adding to a 4% gain the previous day when it said it had begun volume production of its High Bandwidth Memory 3E chips, which will be incorporated in the coming Nvidia H200 GPUs. \n\n\n     Meanwhile, SK Hynix dropped 4.9% in local trading in South Korea. Until recently the company was sole supplier of high-bandwidth memory for Nvidia's AI accelerators, but it has now been joined my Micron and Samsung Electronics. \n\n\n     Samsung said Tuesday that it had developed the highest capacity high-bandwidth memory chip to date, the HBM3E 12H, and that mass production is expected in the first half of this year. It didn't name any customers for the chip. \n\n\n     \"When used in AI applications, it is estimated that, in comparison to adopting HBM3 8H, the average speed for AI training can be increased by 34%,\" Samsung said in its statement. \n\n\n     Samsung shares rose 0.1% in Korean trading on Tuesday. \n\n\n     Other U.S. chip makers were muted on Tuesday. Advanced Micro Devices was up 0.5% in premarket trading and Intel was up 0.6%. \n\n\n     Nvidia shares have risen 60% so far this year through Monday's close. That compares with a 6.3% rise in the S&P 500 index and a 6.4% gain for the Nasdaq Composite Index. \n\n\n     Write to Adam Clark at adam.clark@barrons.com \n\n\n     This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 27, 2024 08:08 ET (13:08 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":259125146259688,"gmtCreate":1704275450632,"gmtModify":1704275453175,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/26d006a9d4b8ffea8f66692a24dac3c5","crmLevel":7,"crmLevelSwitch":1},"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)$","images":[{"img":"https://community-static.tradeup.com/news/c2b873b0437cc6ffd78432f08d1bdf94","width":"1080","height":"1450"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/259125146259688","isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":248682391916544,"gmtCreate":1701751560623,"gmtModify":1701751564069,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/26d006a9d4b8ffea8f66692a24dac3c5","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$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)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248682391916544","repostId":"1134556109","repostType":2,"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":248359216222224,"gmtCreate":1701672601736,"gmtModify":1701672605968,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/26d006a9d4b8ffea8f66692a24dac3c5","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"&nbsp;top10","listText":"&nbsp;top10","text":"top10","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248359216222224","repostId":"1109298094","repostType":2,"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":242370569007160,"gmtCreate":1700209507792,"gmtModify":1700209509456,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/26d006a9d4b8ffea8f66692a24dac3c5","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PYPL\">$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://www.laohu8.com/m/news/2384874260?lang=&edition=full","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; 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\">\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":{"BK4524":"宅经济概念","BK4535":"淡马锡持仓","LU1861217088.USD":"贝莱德金融科技A2","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","BK4527":"明星科技股","BK4588":"碎股","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","BK4551":"寇图资本持仓","BK4133":"新能源发电业者","BK4581":"高盛持仓","BK4099":"汽车制造商","BK4200":"专卖店","BEP":"Brookfield Renewable Partners LP","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","FIVE":"Five Below","BK4106":"数据处理与外包服务","BK4554":"元宇宙及AR概念","PYPL":"PayPal","BK4008":"航空公司","BK4585":"ETF&股票定投概念","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4227":"交易和支付处理服务","BK4566":"资本集团"},"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 $64.40. Even in the most unfavorable scenario, the stock price surpasses the current valuation, indicating substantial undervaluation.However, risks loom, including increased competition, regulatory changes, and economic slowdowns. Despite these challenges, PayPal’s fundamental strength, consistent revenue growth, and strategic initiatives position it as a compelling buy. The recent change in management and the share buyback program add positive notes to the outlook. In conclusion, PayPal presents an attractive investment opportunity, meriting a “Buy” rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":234679307427928,"gmtCreate":1698316246004,"gmtModify":1698316249774,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/26d006a9d4b8ffea8f66692a24dac3c5","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;","listText":"[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;","text":"[流泪] [流泪] [流泪] [流泪] [流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234679307427928","repostId":"1158467433","repostType":2,"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":216350642819192,"gmtCreate":1693820194900,"gmtModify":1693820197276,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/26d006a9d4b8ffea8f66692a24dac3c5","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$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":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":210113350987904,"gmtCreate":1692319554954,"gmtModify":1692319557514,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/26d006a9d4b8ffea8f66692a24dac3c5","crmLevel":7,"crmLevelSwitch":1},"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://www.laohu8.com/m/news/2360493933?lang=&edition=full","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":{"LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0056508442.USD":"贝莱德世界科技基金A2","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","BK4196":"保健护理服务","BK4527":"明星科技股","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","BK4543":"AI","BK4588":"碎股","NVDA":"英伟达","BK4141":"半导体产品","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4503":"景林资产持仓","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","CVS":"西维斯健康"},"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":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":204212539408544,"gmtCreate":1690864933946,"gmtModify":1690864936645,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/26d006a9d4b8ffea8f66692a24dac3c5","crmLevel":7,"crmLevelSwitch":1},"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://www.laohu8.com/m/news/1195558359?lang=&edition=full","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 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; 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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\">\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":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"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":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199826968072384,"gmtCreate":1689827465837,"gmtModify":1689827468466,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/26d006a9d4b8ffea8f66692a24dac3c5","crmLevel":7,"crmLevelSwitch":1},"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://www.laohu8.com/m/news/2352618120?lang=&edition=full","pubTime":"2023-07-20 10:24","market":"hk","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":{"LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4588":"碎股","BK4550":"红杉资本持仓","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4574":"无人驾驶","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4551":"寇图资本持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS 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INC","BK4527":"明星科技股"},"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":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196646782550032,"gmtCreate":1689050254958,"gmtModify":1689050259032,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/26d006a9d4b8ffea8f66692a24dac3c5","crmLevel":7,"crmLevelSwitch":1},"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://www.laohu8.com/m/news/1171309430?lang=&edition=full","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":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193806135505016,"gmtCreate":1688367776324,"gmtModify":1688367777951,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/26d006a9d4b8ffea8f66692a24dac3c5","crmLevel":7,"crmLevelSwitch":1},"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://www.laohu8.com/m/news/1192409763?lang=&edition=full","pubTime":"2023-07-03 13:55","market":"sh","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; 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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\">\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":{"TTTN":"老虎中美互联网巨头ETF","SPY":"标普500ETF","VOO":"Vanguard标普500ETF","03086":"华夏纳指"},"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":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192791851773960,"gmtCreate":1688097836374,"gmtModify":1688097839084,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/26d006a9d4b8ffea8f66692a24dac3c5","crmLevel":7,"crmLevelSwitch":1},"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://www.laohu8.com/m/news/1124255353?lang=&edition=full","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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}\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":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192779713867896,"gmtCreate":1688094887920,"gmtModify":1688094889613,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/26d006a9d4b8ffea8f66692a24dac3c5","crmLevel":7,"crmLevelSwitch":1},"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://www.laohu8.com/m/news/1111578801?lang=&edition=full","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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}\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":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191121634725896,"gmtCreate":1687679070150,"gmtModify":1687679073704,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/26d006a9d4b8ffea8f66692a24dac3c5","crmLevel":7,"crmLevelSwitch":1},"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":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190418901647632,"gmtCreate":1687514514377,"gmtModify":1687514519036,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/26d006a9d4b8ffea8f66692a24dac3c5","crmLevel":7,"crmLevelSwitch":1},"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]&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;","text":"[流泪] [流泪] [流泪] [害羞] [害羞] [害羞] [生气] [真香] [生气] [惊讶] [害羞] [害羞]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/190418901647632","isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190339851984904,"gmtCreate":1687495211050,"gmtModify":1687495214092,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/26d006a9d4b8ffea8f66692a24dac3c5","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"[呆住]&nbsp;[流泪]&nbsp;<a href=\"https://ttm.financial/S/66002\">$腾讯高盛三乙牛W.C(66002)$ &nbsp;</a>","listText":"[呆住]&nbsp;[流泪]&nbsp;<a href=\"https://ttm.financial/S/66002\">$腾讯高盛三乙牛W.C(66002)$ &nbsp;</a>","text":"[呆住] [流泪] $腾讯高盛三乙牛W.C(66002)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190339851984904","repostId":"2345655711","repostType":2,"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189933475176576,"gmtCreate":1687396000110,"gmtModify":1687396003804,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/26d006a9d4b8ffea8f66692a24dac3c5","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"Tesla omg my stock ...........","listText":"Tesla omg my stock ...........","text":"Tesla omg my stock 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$Adobe(ADBE)$","images":[{"img":"https://community-static.tradeup.com/news/21ddbe67da98117c4a0785b4a01cceaa","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":9,"repostSize":0,"link":"https://ttm.financial/post/9910702615","isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9967384803,"gmtCreate":1670273558803,"gmtModify":1676538332654,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/26d006a9d4b8ffea8f66692a24dac3c5","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"[捂脸]&nbsp;[难过]&nbsp;[难过]&nbsp;[难过]&nbsp;[难过]&nbsp;tesla ,apple.....","listText":"[捂脸]&nbsp;[难过]&nbsp;[难过]&nbsp;[难过]&nbsp;[难过]&nbsp;tesla ,apple.....","text":"[捂脸] [难过] [难过] [难过] [难过] tesla 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[害羞] [害羞] [害羞] [生气] [真香] [生气] [惊讶] [害羞] [害羞]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/190418901647632","isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962363534,"gmtCreate":1669724983928,"gmtModify":1676538229694,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/26d006a9d4b8ffea8f66692a24dac3c5","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ERY\">$二倍做空能源ETF-Direxion(ERY)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/ERY\">$二倍做空能源ETF-Direxion(ERY)$ &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,"repost":{"id":"1118970436","pubTimestamp":1669715726,"share":"https://www.laohu8.com/m/news/1118970436?lang=&edition=full","pubTime":"2022-11-29 17:55","market":"fut","language":"zh","title":"高盛：对冲基金正在大规模做空能源股","url":"https://stock-news.laohu8.com/highlight/detail?id=1118970436","media":"华尔街见闻","summary":"与此同时，基金经理们还在押注做多科技股。","content":"<html><head></head><body><blockquote>与此同时，基金经理们还在押注做多科技股。</blockquote><p>能源股价创下新高之际，美国对冲基金正在押注其未来将下跌。</p><p>高盛最新季度对冲基金监控报告指出，<b>能源股正在成为对冲基金经理们最热衷于做空的板块，做空与做多的比例达到了6:1</b></p><blockquote>在过去8个交易日中，美国能源股有7个交易日被净卖出，而上周的名义净卖出是5个多月来最大的。</blockquote><p>以埃克森美孚为代表的美国能源股本月正在创下新高。自2020年夏天跌至30美元以来，今年埃克森美孚的股价已经翻了一番。</p><p>尽管近期油价触及了2021年12月份以来的低点，但本周一媒体报道称，沙特和其他石油生产国考虑采取新的减产措施，<b>当日油价出现反弹，市场对油价后续上涨的预期回升。</b></p><p><b>尽管能源股已经成为标普指数中表现最佳的板块，</b>这似乎也并不影响对冲基金对该板块进行做空。</p><p><img src=\"https://static.tigerbbs.com/b2516886d325ce75ebd91b94fee77f56\" tg-width=\"640\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/></p><p>高盛表示，能源股的多空比已从今年1月的2.38峰值稳步降至1.83，与去年相比，目前的多空比在第二百分位。</p><p>在所有做空的情况里，美国能源指数相对于标普指数的超配/减持指数每周变动幅度为-0.69%，与过去一年相比处于第32个百分位，与过去五年相比处于第65个百分位。</p><p><img src=\"https://static.tigerbbs.com/38ab64c9780e43ea85e78aa915ac35d6\" tg-width=\"500\" tg-height=\"272\" referrerpolicy=\"no-referrer\"/></p><p>在过去一周，能源股占美国对冲基金净风险敞口的百分比下降到4.57%，而总风险敞口的比例保持相对不变。</p><p>与过去一年相比，能源在总风险净敞口中所占的比例仍然保持在89%的较高水平，占总风险敞口的比例也保持在86%；与过去五年相比，这两个比例也分别有72%和63%。</p><p><img src=\"https://static.tigerbbs.com/bc624e1dc87377e7b93eab6f8e2e23a7\" tg-width=\"500\" tg-height=\"269\" referrerpolicy=\"no-referrer\"/></p><p>押注能源股下跌之际，<b>对冲基金们仍然在科技股多头上加倍下注，尽管后者今年以来已经大幅回撤。</b></p><p>高盛报告称，由于Alpha和Beta环境都充满挑战，今年以来对冲基金平均下跌了5%。较低的风险敞口帮助对冲基金缓解了标普500指数今年下跌16%造成的压力。</p><p>此外，宏观基金的表现普遍优于股票基金，前者年初至今的回报率为9%，而股票基金的平均回报率为-12%。</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\" 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href=https://wallstreetcn.com/articles/3676160><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>与此同时，基金经理们还在押注做多科技股。能源股价创下新高之际，美国对冲基金正在押注其未来将下跌。高盛最新季度对冲基金监控报告指出，能源股正在成为对冲基金经理们最热衷于做空的板块，做空与做多的比例达到了6:1在过去8个交易日中，美国能源股有7个交易日被净卖出，而上周的名义净卖出是5个多月来最大的。以埃克森美孚为代表的美国能源股本月正在创下新高。自2020年夏天跌至30美元以来，今年埃克森美孚的股价...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3676160\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0a033eb4274d626957a9cd0e5ccc313e","relate_stocks":{"ERY":"二倍做空能源ETF-Direxion"},"source_url":"https://wallstreetcn.com/articles/3676160","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1118970436","content_text":"与此同时，基金经理们还在押注做多科技股。能源股价创下新高之际，美国对冲基金正在押注其未来将下跌。高盛最新季度对冲基金监控报告指出，能源股正在成为对冲基金经理们最热衷于做空的板块，做空与做多的比例达到了6:1在过去8个交易日中，美国能源股有7个交易日被净卖出，而上周的名义净卖出是5个多月来最大的。以埃克森美孚为代表的美国能源股本月正在创下新高。自2020年夏天跌至30美元以来，今年埃克森美孚的股价已经翻了一番。尽管近期油价触及了2021年12月份以来的低点，但本周一媒体报道称，沙特和其他石油生产国考虑采取新的减产措施，当日油价出现反弹，市场对油价后续上涨的预期回升。尽管能源股已经成为标普指数中表现最佳的板块，这似乎也并不影响对冲基金对该板块进行做空。高盛表示，能源股的多空比已从今年1月的2.38峰值稳步降至1.83，与去年相比，目前的多空比在第二百分位。在所有做空的情况里，美国能源指数相对于标普指数的超配/减持指数每周变动幅度为-0.69%，与过去一年相比处于第32个百分位，与过去五年相比处于第65个百分位。在过去一周，能源股占美国对冲基金净风险敞口的百分比下降到4.57%，而总风险敞口的比例保持相对不变。与过去一年相比，能源在总风险净敞口中所占的比例仍然保持在89%的较高水平，占总风险敞口的比例也保持在86%；与过去五年相比，这两个比例也分别有72%和63%。押注能源股下跌之际，对冲基金们仍然在科技股多头上加倍下注，尽管后者今年以来已经大幅回撤。高盛报告称，由于Alpha和Beta环境都充满挑战，今年以来对冲基金平均下跌了5%。较低的风险敞口帮助对冲基金缓解了标普500指数今年下跌16%造成的压力。此外，宏观基金的表现普遍优于股票基金，前者年初至今的回报率为9%，而股票基金的平均回报率为-12%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968351236,"gmtCreate":1669144319325,"gmtModify":1676538157347,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/26d006a9d4b8ffea8f66692a24dac3c5","crmLevel":7,"crmLevelSwitch":1},"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":"$富敦新加坡货币市场基金 A SGD(SG9999005961.SGD)$","images":[{"img":"https://community-static.tradeup.com/news/28b7a0aaf453c8edd987bc2275b438c6","width":"1080","height":"2978"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968351236","isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9954408506,"gmtCreate":1676517558806,"gmtModify":1676517561319,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/26d006a9d4b8ffea8f66692a24dac3c5","crmLevel":7,"crmLevelSwitch":1},"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":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954408506","repostId":"1128128276","repostType":2,"repost":{"id":"1128128276","pubTimestamp":1676515932,"share":"https://www.laohu8.com/m/news/1128128276?lang=&edition=full","pubTime":"2023-02-16 10:52","market":"fut","language":"zh","title":"99岁芒格最新超万字股东会实录精华：畅谈ChatGPT、阿里、比亚迪、特斯拉等话题","url":"https://stock-news.laohu8.com/highlight/detail?id=1128128276","media":"证券市场红周刊","summary":"精彩观点1. 投资中国可以让你用便宜的价格买到一些更好的公司。2.比亚迪是我最喜欢的一只股票，李录和我对比亚迪转向电动车方向产生了比较大的影响。3. 我仍认为阿里巴巴是最好的公司之一，仓位调整是因为此","content":"<html><head></head><body><p><b>精彩观点</b></p><ul><li><b>1. 投资中国可以让你用便宜的价格买到一些更好的公司。</b></li><li><b>2.比亚迪是我最喜欢的一只股票，李录和我对比亚迪转向电动车方向产生了比较大的影响。</b></li><li><b>3. 我仍认为阿里巴巴是最好的公司之一，仓位调整是因为此前用了一些杠杆。</b></li><li><b>4.人工智能(如ChatGPT)非常重要，甚至不可或缺，但难以实现很多疯狂的想法，比如不会治疗癌症。</b></li><li><b>5. 马斯克是个非常不同寻常的人，除了比亚迪，没有公司能比特斯拉做的更好。</b></li><li><b>6. 持有伯克希尔20年以上的投资人，一定会有不错的回报。</b></li><li><b>7. 芒格分享长寿秘诀：喜欢吃花生酱糖、很少去刻意锻炼。</b></li><li><b>8. 人类文明对我们的要求本就不高：要对自己和他人做出切合实际的期望，而延迟满足让成功的几率更大。</b></li><li><b>9. 理性是最好的品质，如果你不疯狂的话，你已经可以比95%的人做得好了。</b></li></ul><p>北京时间2月16日凌晨2时，对巴菲特产生巨大影响的投资巨擘查理·芒格身着一件黑色西装，带着一瓶可口可乐和一些饼干，出席了Daily Journal年度股东大会。</p><p>这位99岁的“先知”曾是Daily Journal的董事长，去年卸任了该职位，但今年仍然到场回答了全球投资者的热情提问。话题从ChatGPT到美国通胀、高利率，从提高幸福感的方法到对比亚迪、阿里、特斯拉等知名公司投资的探讨，芒格为我们呈现了一堂精彩绝伦的人生课程。</p><p>今年芒格聊到了更多中国话题，《红周刊》在股东会前向芒格发送了关于其投资阿里巴巴、比亚迪等的相关问题，芒格对此的回复是，“我认为阿里巴巴是世界上最好的公司之一”；“比亚迪的价格已经不便宜，但它今年可能有50%以上的业绩增长”，并透露，他对比亚迪转向电动车方向产生了比较大的影响。</p><p><b>以下为《红周刊》整理的此次股东大会精华实录(有删减)：</b></p><p><b>我不会卖出Daily Journal</b></p><p><b>现在不是疯狂估价的好时候</b></p><p><b>提问：一年前，Steven Myhill-Jones(斯蒂文·梅希尔-琼斯)被任命为《每日日报》(Daily Journal)的临时CEO，他什么时候会转为常任CEO？</b></p><p><b>查理·芒格</b>：当我们需要改变的时候就会改变。在今年，我们会给大家公布我们的决定。</p><p><b>斯蒂文·梅希尔-琼斯</b>：在之前，我就跟查理说过，我是愿意投入精力到我们公司运营的。虽然我目前是临时CEO，但我也愿意做一位常任CEO的。</p><p><b>提问：您在去年曾谈到Daily Journal产生了足够多的现金，那么接下来您会怎样使用这笔资金，或者说会进行怎样的资产配置？</b></p><p><b>查理·芒格</b>：我们是挣了很多的钱，仅法拍潮期间就超过了3000万美元的收入。在法庭上诉这个环节，我们出版行业早先是具有信息垄断地位的，但目前这一情势急转直下了，没有之前那么风光了，很多报纸企业都失去了往日的优势，资产大幅缩水，这是让人难以相信的变化，然而这就是科技进步带来的必然结果。所以，我们选择了和有技术背景的斯蒂文合作，希望Daily Journal的科技板块在他的带领下有出色的表现。</p><p>现在的美国法庭还有很多基础性复杂的工作，这需要很多自动化、现代化的技术去完成，所以这个市场是非常巨大的。但这个过程又是很缓慢的，因为有很多官僚主义涉及其中。</p><p><b>提问：Daily Journal会如何应对自动化进程中的这些挑战，比如官僚主义？</b></p><p><b>查理·芒格</b>：我们知道，一些软件公司的寿命一般也就持续几年。斯蒂文，你会怎么应对这些风险？</p><p><b>斯蒂文·梅希尔-琼斯</b>：我觉得我们现在的这个业务模式是非常好的，尽管我没有办法保证我们的软件业务一定能够生效，但我确实是有一些经验。我觉得我们关键的任务就是让我们的技术给客户提供更多的服务，从而帮助他们尽快的完成工作，因此我们要做好规划，技术要不断地升级跟上时代的变化。</p><p><b>提问：在2021年的Daily Journal股东会时，公司的股票价格是350美元左右，现在是300美元，要比之前低很多。那么，现在您会买一些Daily Journal的股票吗？</b></p><p><b>查理·芒格</b>：我不买也不卖。买股票要考虑实际的情况，我们现在的估值并不疯狂，现在还不是疯狂估价的好时候。</p><p>我现在已经99岁了，回过头看，很多公司在初期时股价上涨得非常快，就像伯克希尔，当体量大了后，涨速慢了很正常。</p><p><b>Daily Journal是迷你版的伯克希尔</b></p><p><b>卖出股票要交很多税，我倾向长期持有</b></p><p><b>提问：您提到了伯克希尔，最新持仓显示公司重仓了很多银行股，为什么会有这样的配置？</b></p><p><b>查理·芒格</b>：在我们早期挣了很多钱的时候，我们买了银行股，那时的股息基本上是没有税的。但现在我们处在一个不正常的环境下，我们更愿意把这些股票再多保留一段时间。因为现在卖股票要交很多税，尤其是在现在的加州，所以我们更倾向于不要失去太多的钱。</p><p><b>提问：Daily Journal很像是迷你版的伯克希尔，包括投资等各个方面。</b></p><p><b>查理·芒格</b>：是这样的。作为Daily Journal的管理者，我们的工作都是免费的，没有收取公司的董事费或者其它管理费用，有公司的股票就足够了。因为Daily Journal和伯克希尔的股东很相似，他们现在都很有钱，但我们仍希望会有一些新的股东加入进来。</p><p><b>斯蒂文·梅希尔-琼斯</b>：我想补充一点，像我这样的新人现在还没有股票。</p><p><b>查理·芒格</b>：你会有(股票)的。</p><p><b>斯蒂文·梅希尔-琼斯</b>：其实，我现在的工作动力是能为芒格先生工作，这样我就已经很高兴了。我会非常严肃认真地对待这份工作，在这样的一个领域，跟很多政客打交道是挺锻炼人的。</p><p><b>查理·芒格</b>：有部分人是不愿意和我们这个行业合作的，因为他们对这个收费并不满意，他们更喜欢一次性的交易，然后靠这个一次性的开发不断地赚钱，而我们的模式是不停的去给客户提供服务。所以，从这方面看，我们大的竞争对手也并不多。</p><p><b>提问：您打交道的人有很多，长期的合作伙伴除了巴菲特还有Rick Guerin(2020年去世)，您怎么评价他？</b></p><p><b>查理·芒格</b>：他是一个了不起的人，我非常怀念他。我们初次见面是在1961年，当时我们还都很穷，也很年轻。之后，我们关系很好，并合作了很多年。</p><p><b>ChatGPT非常重要</b></p><p><b>但它也不是万能的</b></p><p><b>提问：近期，微软应用ChatGPT引起很多讨论。ChatGPT看似是一个很好的商业模式，甚至可以写代码等等，您觉得它会对我们的社会造成什么样的影响？</b></p><p><b>查理·芒格</b>：我觉得人工智能是非常重要的，是我们不可或缺的，但它也不能实现很多疯狂的想法，比如人工智能不会治疗癌症，这是它就做不了的。现在有很多无稽之谈，比如有些人要把人工智能用于保险承销方面，还有的人尝试把它用于一些日常生活方面，包括购买办公楼之类的。我觉得它在这些方面，对我们不太会有帮助的。</p><p><b>斯蒂文·梅希尔-琼斯</b>：从我们公司的科技业务板块来说，我们也想在今年夏天尝试用一些人工智能的技术来解决复杂的工作，尤其是一些日常工作，我觉得这很有意思。</p><p>我们有很多不同类型的活动，尤其是日常的一些工作，我觉得这个技术还是很有意思的，可以观察一下这个技术在短期内是不是能够帮助我们做更多的日常工作。</p><p><b>提问：芒格先生，在使用ChatGPT方面您有什么建议？</b></p><p><b>查理·芒格</b>：在很早前，有人说过，他相信什么就希望能拥有什么，这当然是非常重要的。但我想说，影响人类做出错误决定的一个因素，我称之为拒绝现实，就是说人们如果不喜欢一个什么东西，大脑思维就会自动去做出一些机制来抵抗这种东西。</p><p>就比如说在投资界，有很多基金经理都在想如何打败指数，不管付出多少代价。但实际上，可能只有5%的人能够持续的打败这个平均值指数，但大家都会收客户大量的费用，我觉得这是一个非常不道德的做法。如果基金经理收一个人每年几千美元的费用，但给客户提供了一些没有太大价值的建议，最后只能超过平均值指数一点点，很明显这个行业出现了问题。伯克希尔没有这么做，Daily Journal也没有这么做。这个问题没有人很好地去解决，因为经纪人需要这笔费用活下去。</p><p>我们不断的把一些股票回购回来，然后用来激励我们的员工。在我们投资的公司中，比亚迪的创始人也是这么做的，他用自己的股票去激励员工，这是一个很好的激励机制，是传统资本家的一种美德，我很喜欢这样的公司。</p><p><b>比亚迪是我最喜欢的一只股票</b></p><p><b>提问：2018年时，您分析过比亚迪，您说《每日日报》跟比亚迪不一样，但是如果您做好的话，《每日日报》就可以像比亚迪一样。现在您觉得《每日日报》跟比亚迪还有什么相似之处吗？</b></p><p><b>查理·芒格</b>：做到这一步不会很快，而且也不会很容易。比亚迪是我有史以来最成功的风险投资案例之一。</p><p>创始人王传福是一个农民的儿子，他受到很好的教育，进入了工程学院，之后成为一个企业家。</p><p>他是一个天才，他每天思考17个小时，是一个工作狂，他做到了一些平常人无法做到的事情。</p><p><b>提问：比亚迪是你买过最喜欢的股票吗？</b></p><p><b>查理·芒格</b>：我会说是的。没有任何一家企业投资回报率能超过比亚迪，我们在比亚迪投资的27万美元，到现在价值约80亿或90亿美元。这是一个相当不错的回报率。</p><p>我们不能总遇到这样的事情，可能一辈子也就遇到一次，这种事情真的很难遇到。</p><p><b>李录和我对比亚迪转向电动车方向</b></p><p><b>产生了比较大的影响</b></p><p><b>提问：将比亚迪与特斯拉对比来看，您是不是相对更加喜欢比亚迪？</b></p><p><b>查理·芒格</b>：这个问题很好回答。特斯拉去年在中国市场主动降价，还将比亚迪看做它的主要竞争对手。但是在中国的电动车市场中，比亚迪市场占有率是超越特斯拉的。</p><p>从整个电动车市场来看，中国的产销量非常庞大，而在几年以前，在排名靠前的生产企业中，还很难看到比亚迪的名字。</p><p><b>提问：伯克希尔最近抛售了一些比亚迪的股票，您认为是什么原因呢？</b></p><p><b>查理·芒格</b>：比亚迪的市盈率已经是50倍了，价格已经不便宜。当然，从业绩方面来看，今年它可能会有50%以上的业绩增长。</p><p>我们不是现在抛售比亚迪，我们之前就出售了一些比亚迪股票，主要因为比亚迪的股价已经很高，现在比亚迪的市值已经超过了奔驰的市值。</p><p>这不代表我不看好它了，比亚迪是非常了不起的一家公司。当初是李录(芒格合伙人、美国喜马拉雅资本创始人)向我们推荐的比亚迪，那时候比亚迪的工厂很简陋，还只是一家给手机商做配套电池的企业，后来我们也给了它一些意见，比如建议比亚迪走进汽车行业，李录和我当时对比亚迪的发展方向确实产生了比较大的影响。</p><p><b>我仍认为阿里巴巴是最好的公司之一</b></p><p><b>仓位调整是因为此前用了一些杠杆</b></p><p><b>提问：您怎么看阿里巴巴？阿里巴巴的股票在去年出现了一些调整，你也出售了一部分股票，卖出的原因有哪些？好像与平时的哲学思维是相违背的。</b></p><p><b>查理·芒格</b>：我认为阿里巴巴是世界上最好的公司之一，它在中国互联网零售方面占据了非常重要的地位，具有很强的市场竞争力。</p><p>有些股票我们是会长期持有的，有些则正如你所说的，而后者的情况是很少出现的。需要说明一点，当初我们用了一些杠杆。</p><p>有时候我也会问自己一个问题，就是将投资金额对比资产净值，多大的百分比是比较合适的？也许是100%，也许是150%，但这并不是一个简单的问题，如果有很好的机会，100%其实是一个合理的百分比。</p><p><b>提问：有人认为以下三个事情是“邪恶”的：女人、酒和杠杆。其中一个就是杠杆，对此，您是怎么看待的？</b></p><p><b>查理·芒格</b>：对比来说，杠杆并不是那么邪恶，我用过，巴菲特也会用。在银行业，我们在称之为“犹太国库券”的产品上就使用了一些杠杆，而且很有效。</p><p>伯克希尔买入并持有动视暴雪，也是类似“犹太国库券”的交易，当然套利也发挥了一些作用。</p><p><b>投资中国可以让你用便宜的价格</b></p><p><b>买到一些更好的公司</b></p><p><b>提问：现在还是外资投资中国的一个好的选择吗？</b></p><p><b>查理·芒格</b>：投资人去投资中国是没有问题的。相较于投资美国而言，投资中国可以让你用便宜的价格买到一些更好的公司，而这即便有一些不确定因素的影响，也是值得的。</p><p><b>提问：谈谈对半导体行业的看法吧。</b></p><p><b>查理·芒格</b>：半导体行业是一个非常特殊的行业，因为它需要你把所有的钱都投入进去，尤其是面临技术更新迭代的情况下，所需要投入的资金量会更大，我不希望伯克希尔和Daily Journal 的钱都投入到一个行业里。</p><p>半导体可以说是一个赢家通吃的行业，同时也是一个不够完美的行业。也许这是一个很好的投资领域，但是作为一个老年人来说，我不想再学习一些新的东西了。</p><p><b>投资加密货币是非常疯狂和滑稽的行为</b></p><p><b>提问：您曾表示，想要变得更好，必须学会从我的对立面进行辩论。对加密货币您有哪些看法？有什么要辩论的吗？</b></p><p><b>查理·芒格</b>：没有好的论据来反驳我对于加密货币的观点。加密货币是一个愚蠢的物种，就像赌局一样，有时候我会称之为加密货币的骗局。</p><p>投资加密货币是非常疯狂和滑稽的，居然有人去买加密货币？对人类而言，世界上没有其他东西能够比货币更加重要，尤其是国家货币，它让人们走向了现代社会文明。</p><p>但居然有人疯狂地发明一种东西来代替国家货币，这是非常错误的、愚蠢的甚至是非常危险的。美国政府对此是存在过错的，它允许了加密货币的存在，这可能最终会招致灾难。中国政府禁止加密货币是对的，这值得美国政府借鉴，我们不该一错再错。</p><p><b>提问：比特币怎么样？您会卖空吗？</b></p><p><b>查理·芒格</b>：我不会。在我的生命历程中，我只有三次卖空行为，都是30年前的事情了，其中一次是货币，另外两次是股票交易。</p><p>有一次卖空股票给我造成了很大损失，而一次卖空货币帮我挣了很多钱，大概8亿美元，虽然我最后挣了很多钱，但卖空绝不是一件好事情。</p><p><b>开市客是一个非常完美的公司</b></p><p><b>我不会卖出它的股票</b></p><p><b>提问：你喜欢开市客(Costco)公司的经营模式，它的护城河会长期存在吗？</b></p><p><b>查理·芒格</b>：开市客有非常强的成本控制能力，我们觉得没有任何公司能够阻挡开市客的发展势头。开市客现在的市盈率是40倍左右，算不上便宜。</p><p>开市客是一个非常完美的公司，有非常好的未来，还有很好的文化、很好的员工。我喜欢关于开市客的一切，我是它的崇拜者，我对它上瘾，我也从来不会卖它的股票。</p><p><b>对股票回购加税</b></p><p><b>是在占企业的便宜</b></p><p><b>提问：拜登总统提议将企业回购股票税从1%提高到4%，您对此怎么看？</b></p><p><b>查理·芒格</b>：强烈反对。对股票回购加税，就像是在盗窃公司辛苦赚来的钱，占公司的便宜。</p><p>我主张做符合道德的事情，政府和企业都应该通过体面的方式去挣钱。在某些方面，我赞同拜登总统的做法，但在股票回购加税这方面我是反对的。</p><p><b>提问：伯克希尔进行了很多大笔回购。您对此是如何看的？</b></p><p><b>查理·芒格</b>：过去三年，伯克希尔做了很多回购工作，有些可能是出于税务方面的考虑。这(回购)对我们的股东是有好处的。</p><p><b>持有伯克希尔股票超过20年的投资人</b></p><p><b>一定会有一个不错的回报</b></p><p><b>提问：近日有文章称，持有伯克希尔股票的人正在承受着压力，但据我了解伯克希尔是个大的公司联盟，一个公司出现问题，另一个公司或部门可以对它提供帮助，您是不是可以给我们股东提供一些信心，不要让我们的股票出现大的问题。</b></p><p><b>查理·芒格</b>：我认为伯克希尔的股票在很长时间内都不会出现大的问题，在目前的价格背景下，你(投资者)是可以用高价出卖股票的。</p><p>但就我而言，考虑到所有的因素，我认为目前伯克希尔的股票定价还是非常合理的，伯克希尔的股东从长期来看都是比较安全的，不用太担心它会有什么困难。持有伯克希尔股票超过20年的投资人，一定会有一个不错的回报。</p><p><b>提问：伯克希尔股价是否存在着潜在的压力？</b></p><p><b>查理·芒格</b>：我认为它(伯克希尔的股价)在一定区间内会出现一些波动，当前美国政府对企业是存在一定不友好的。随着税务的上升，投资行业的未来会出现越来越多的困难，这是很自然的，但我并不是很担心这些问题，毕竟我年事已高。</p><p><b>芒格分享长寿秘诀：</b></p><p><b>喜欢吃花生酱糖、很少去刻意锻炼</b></p><p><b>提问：您已经99岁了，身体依然健康，可不可以分享一下长寿的秘诀。</b></p><p><b>查理·芒格</b>：我有一款非常喜欢的花生酱糖，我并不想给我的产品(注：此处指伯克希尔旗下喜诗糖果)做广告，但这款花生酱糖确实很好。</p><p><b>提问：大家也很想了解您的日常习惯，比如您是否会做锻炼？</b></p><p><b>查理·芒格</b>：我很少锻炼，年轻时，当我还在部队的时候，曾做过一些锻炼，但我很少会刻意去锻炼，可能偶尔会打个网球。</p><p><b>提问：有没有想过，去改变这个习惯？</b></p><p><b>查理·芒格</b>：没有，我想每个人的人生历程都是不一样的，每个人的习惯也是不一样的。</p><p>提问：您每天起床后会做什么？在您100岁生日时您最想做什么？</p><p><b>查理·芒格</b>：我每天一起床就要坐轮椅，但我并不喜欢这种感觉。罗斯福的最后12年也是在轮椅上度过的，我其实并不想像他那样。</p><p><b>提问：您在1995年做过一个关于人类误判心理学的演讲，您曾表示：随着年龄的增长，有些人类的倒退是不可避免的。当时您71岁，现在您已99岁高龄，您还依然坚持之前的观点吗？</b></p><p><b>查理·芒格</b>：有些人年纪越轻会越精明，像施罗德。我现在也衰退了很多，但大部分事情我依然能够应对自如，我认为对于我的年纪，这是很好的结果。</p><p><b>利率增长是必然的</b></p><p><b>投资者要学会去适应高利率</b></p><p><b>提问：再来聊聊投资吧。您觉得当前的高利率会对投资有什么影响吗？</b></p><p><b>查理·芒格</b>：毋庸置疑，现在利率已经很高了，它对股价是不利的。但利率增长也是必然的，我们不应该长期处于零利率的环境，投资者也应该学会去适应高利率。所有的事情都不会一直顺风而行。</p><p>当前通货膨胀率也很高，未来也会有更多通货膨胀的问题，Daily Journal也在考虑去买一些政府的债券。</p><p><b>提问：我们的通货膨胀总是不断出现，之前比较严重是上世纪70年代的保罗·沃克时期，现在是不是也需要借鉴保罗·沃克当时的做法呢？</b></p><p><b>查理·芒格</b>：我对长期的预期还是比较乐观的，但短期来看确实会有一些波动和困难，当然我也并不清楚具体会出现哪些问题。</p><p><b>我们并不能完美的避开所有困难</b></p><p><b>但要对未知的困难提前做准备</b></p><p><b>提问：我们是不是应该继续提高债务额度？当前有很多因素在较量，我们应该如何应对？</b></p><p><b>查理·芒格</b>：当你回看世界民主史，你会发现其实失败重重。在我的有生之年里，我认为最坏的事情就是德国独裁者希特勒的上台。希特勒的上台是世界大衰退后的一个产物，之后的“二战”也波及到了美国国民。</p><p>未来，我们也并不能完美的避开所有困难，但要对未知的困难提前做准备。政府也会做一些事，有些是对的，有些也不一定对，当然我还是觉得美国政府做的很多事情都是非常好的，很多方面我对我们的政府还是充满自豪的。</p><p>比如对“二战”的态度，在我们取得胜利后，并没有去惩罚德国和日本，相反还给他们提供了很多帮助，比如出资帮助他们重建，这就是我们国家做的比较好的一个方面，对于整个人类来讲都是一件好事。</p><p>但未来，我们也不能排除坏事的发生，毕竟谁都会犯错。</p><p><b>提问：有位德国的股票分析师谈到，很多股票的报酬是公司常见的激励报酬，有些公司用收入的20%来作为股票报酬，您怎么看待这种做法？</b></p><p><b>查理·芒格</b>：美国的公司有非常好的激励机制，但一些公司的做法确实有些激进了，这其实也是人性的一个表现。</p><p>我赞同公司使用这种基于股票的激励机制或报酬机制，激励每个人工作的积极性，但这样也会导致收入看上去过高，但这就是人性。</p><p>我想说，开市客公司的报酬机制就是非常完美的，他以一个比较适当的股票百分比来做报酬机制。而高科技公司则会发行一些股票，有时候会给人造成一种错觉。美国一些公司的报酬机制显然是不太合理的，但其实在早年间，我们的风气还是比较好的，这种不合理情况的发生，多在最近50年。现在大家都想要更高的报酬机制，尤其是高管层面，这是一个不好的做法，非常令人憎厌。如果继续下去的话，文明是会灭亡的。但我确实也没有更好的建议去纠正这个做法，这是一个非常困难的问题。</p><p><b>马斯克是个非常不同寻常的人</b></p><p><b>除了比亚迪没有公司能比特斯拉做的更好</b></p><p><b>提问：您觉得马斯克拥有了推特，将对美国整个社会带来什么影响？</b></p><p><b>查理·芒格</b>：我并不用推特，所以对于这个话题我也没有很好的判断。马斯克很有才华并且很特殊，但我不会买入或者卖出他持有公司的股票，我只是认为他是一个非常不同寻常的人。</p><p>马斯克对特斯拉的一些做法很好，我认为除了比亚迪，没有公司能比它做的更好。但像马斯克这样的天才，有些方面还是做不过比亚迪，他与比亚迪竞争并不容易。</p><p><b>提问：有问题谈到，世界人口从您出生至今已经翻了4倍，您觉得人口的增长对人类是一个威胁吗？</b></p><p><b>查理·芒格</b>：人口问题有时会造成大的灾难，随着世界的繁荣发展，可以看到，比如中国，生育率在逐年下降，日本已经出现了人口短缺。</p><p>当前，世界人口尤其是发达国家的人口，已经达到了极限，马斯克好像也说过同样的话，其实人口的萎缩才是对人类的威胁，这也是我为什么会说有时候马斯克是个聪明人。</p><p><b>不会投资迪士尼这类公司</b></p><p><b>技术发展对公司业务带来很大挑战</b></p><p><b>提问：您怎么看迪士尼？它是好的投资标的吗？</b></p><p><b>查理·芒格</b>：我们没有买过迪士尼的股票，但迪士尼是家很有意思的公司，它的所有业务都比以前更困难了，现在技术的发展已经完全改变了世界。我觉得体育界的ESPN和迪士尼有些类似，现在的业务也在变得越来越困难，电影行业也是一样，都不容易。我不太会投资这类公司。</p><p><b>提问：2022年，密苏里州一名女性在一场特殊汽车索赔案中打赢了官司，获得了GEICO汽车保险公司高额的赔偿金，您认为密苏里法庭的判决正确吗？</b></p><p><b>查理·芒格</b>：并非每个法庭的判决都是正确的，有时候法庭的裁决确实令人气愤，这也是为什么我们有上诉法庭，对于一些疯狂的判决，上诉法庭是有不同意见的。</p><p><b>提问：您认为这个判决是疯狂的？</b></p><p><b>查理·芒格</b>：是的。</p><p><b>提问：有人对伯克希尔与3G资本，卡夫食品与3G资本的合作业务兴趣颇高，您对这种合作关系怎么看？</b></p><p><b>查理·芒格</b>：有的交易是好的，也有的交易是不好的，伯克希尔也是一样，但这笔业务还是非常不错的，不过他们的工作方法最近并没有生效，这就是生活，没有那么简单。</p><p><b>提问：这个问题也是关注伯克希尔的。伯克希尔对埃克森美孚石油公司的加仓是否是长期的？</b></p><p><b>查理·芒格</b>：这是个好问题。我认为通过西方石油和埃克森美孚的持仓，在二叠纪盆地(注：又名西德克萨斯盆地，有丰富的页岩油天然气资源)上有高仓位投资是很好的事情，我很喜欢这种高仓位的投资。很多时候人们更愿意做短期的投机而不是长期的投资，但我想说，在盆地上拥有这样的投资是非常好的。</p><p><b>我只能教别人几乎人人皆知的知识</b></p><p><b>有点类似于把一个人从悬崖边拉一把</b></p><p><b>提问：芒格先生，您认为目前在美国有系统性的种族主义么？</b></p><p><b>查理·芒格</b>：当然，我认为是有的。在人类历史上，存在很多对一部分族群歧视的情况，但我认为在我的一生中，这种情况已经好转很多了，种族主义在下降。</p><p><b>提问：您认为未来25年气候变化会对保险业产生影响吗？你们会提高伯克希尔公司的保费么？</b></p><p><b>查理·芒格</b>：我不确定我是否擅长回答这个问题。尽管气候变化是件严肃的事情，但我认为它实际会造成的影响可能会比人们想象的小很多。所以我觉得可能还不会影响我们去调整保费，我还会再等等看。</p><p><b>提问：这个问题来自一位在印第安纳大学教授个人理财及公司金融课程的老师。您觉得应该教学生哪些知识，以便他们拥有基础和常识，从而在以后的生活中有效地处理他们个人或公司的财务问题呢？</b></p><p><b>查理·芒格</b>：良好的判断力至关重要。如果一个人判断力不足，可能会做出一些不太合理的决定，产生一些不好的影响。所以我的建议是要持续地学习，不断地改进自己。</p><p>我曾经说过，我只能教别人几乎人人皆知的知识，有点类似于把一个人从悬崖边拉一把，也许我会教那些愿意学习并且能够学习的人知识。但我不擅长教那些还未入门的人知识。</p><p>顺便提一下，大多数教育的运作，其实是不断筛选人才，有些人无法跟上进步，最后就被淘汰了。我昨天还曾与一位优秀的法律教授交谈，他在著名的法学院当教授，他们总是有能力带领优秀的学生进步更多，却无法把笨蛋变得聪明。</p><p>常言道，傻气长存。</p><p><b>人类文明对我们的要求本就不高：</b></p><p><b>对自己和他人做出切合实际的期望</b></p><p><b>提问：在许多企业家或名人看来，人必须有远大的梦想。但您却说“幸福生活的秘诀是降低期望值”，能就这句话再展开谈谈么？</b></p><p><b>查理·芒格</b>：确实，你当然要尽可能努力地一步步向上，去争取更多成就，这是生命的奥秘。但是总有些人会因此陷入情绪困境。毕竟每种成功背后可能都有着一千次的失败。如果你做出了一些不切实际的承诺，结果是一次又一次地失败，那么别人也会因此而讨厌你。</p><p>我们这些小小生命彼此相遇，人类文明对我们的要求本就不高：对自己和他人做出切合实际的期望。</p><p><b>提问：一位来自中国的投资者想请问您，在疫情防控措施放开之后，对于老年人有哪些健康和安全的建议？</b></p><p><b>查理·芒格</b>：我之前也感染了Covid-19，但我的症状很轻，尽管检测呈阳性，也只是流了大概10分钟的鼻涕就好了。然而相对于新冠大流行，我觉得对老年人而言，尽量避免摔倒更为重要。我有一些年纪比较大的朋友都是因为摔倒而离世。我的一位好朋友平时使用拐杖，我大概用了6年半的助行推车，它很好用，这期间我从未跌倒过，现在我还买了辆轮椅。我给老年人的建议就是要谨慎，别摔倒。</p><p><b>为伟大的企业买单</b></p><p><b>伟大的才是好的</b></p><p><b>提问：您给巴菲特提供过一个很好的建议，就是要用好的价格买好的公司，这改变了巴菲特的一些投资理念，而不是像原来一样到处捡烟蒂。</b></p><p><b>查理·芒格</b>：曾经有一段时间遍地是果实，你很轻松的就可以以便宜的价格在果园里买到好的东西，但这种情况后来消失了，然后就出现了业绩衰退。</p><p>本·格雷厄姆(Ben Graham)一生中赚的所有钱的一半以上都来自1只股票。那只股票就是GEICO(政府雇员保险公司)。所以你看，他教给我的事就是他如何变得富有。在我看来，这就是应该为伟大的企业买单。</p><p>伟大的才是好的(Greatness is good.)。</p><p><b>投资首选好公司</b></p><p><b>再考虑好管理层</b></p><p><b>提问：当您给一个公司做潜在投资估值的时候，更看重公司本身还是管理层？或者您会首先考量哪些事情？</b></p><p><b>查理·芒格</b>：我觉得公司是排在第一位的，然后是管理层。如果我们只投资好的管理层，但是公司不是很好的话，我们不会取得现在这么好的成绩。</p><p><b>提问：如果一个好的公司却有不好的管理层会怎样？</b></p><p><b>查理·芒格</b>：像可口可乐，在曾经在很长一段时间内都被一个不好的管理者运营，但它的盈利能力依然很好，这就是为什么我要投资好的公司。可口可乐最辉煌的时期是在25年前。</p><p><b>提问：对公司管理层性格和能力的评估，您有什么经验？</b></p><p><b>查理·芒格</b>：每个人都会犯错，在我的生活中，让我最感慨的就是IBM的崛起和衰退，IBM曾是我最敬仰的美国公司，但过去10~15年，随着竞争对手苹果、谷歌的崛起，IBM的衰退是不可避免的，柯达也是一样，在数字摄影出现后，柯达也出现了衰退。</p><p>比尔·盖茨曾说过，当真正具有颠覆性技术出现时，新的技术很容易会完全代替旧的。对一个成功很久的企业来说，改变业务模式和思考方式是很难的。但我们的Daily Journal公司，还是会不断去应对新世界的，尤其是报纸行业的不断变化，我们正在给法庭做自动化软件，这是另外一个完全不同的行业。。</p><p><b>提问：您曾说过，“你不需要投资很多东西才会富有”。那么，您会长期持有一只股票吗？现在您会选谁进行这个操作？</b></p><p><b>查理·芒格</b>：一个好的仓位很重要，如果遇到一个好的公司我们肯定会持有很长时间。</p><p>现在的话，很多好公司都是不便宜的，美国一些好公司的市盈率一般都到了25倍甚至是30倍，这其实是有一定风险的，如果一步走错就会损失很多。尽管有些好公司的价格还可以，但是并不多。在这种情况下，95%的美国基金经理我都不想让他们给我工作，因为我觉得太难了。美国现在的401K计划实现正收益的比例是远远低于5%的，这是非常罕见的现象。</p><p><b>提问：每个人都会犯错，您偶尔也会犯错，这会在实际行动中产生警示作用，从而导致一些好想法会搁浅，您从去年到现在摧毁了哪些好想法？</b></p><p><b>查理·芒格</b>：我摧毁的都是坏想法。比如当互联网兴起的时候，我被网上零售这种模式震惊到了，所以我会很关注相关的公司。但对于阿里巴巴，可能是我之前过高的估计了它的回报率。</p><p>我必须要承认我自己的错误，这对我自己也是有帮助的。</p><p><b>美国的医疗体系有很多浪费</b></p><p><b>我不想回答谁会执政的问题</b></p><p><b>提问：在上次股东会上，您谈到了医疗系统。您对美国的医疗补贴、英国的单一支付体系等都是怎么看的？</b></p><p><b>查理·芒格</b>：很多公司包括摩根大通银行、亚马逊等，都在纠正美国医疗体系的一些问题，沃伦也在想办法，因为我们目前在医疗体系方面确实有太多的浪费。</p><p><b>提问：如果要您选一个2024年的执政者，您会选谁？</b></p><p><b>查理·芒格</b>：我不想回答这个问题。</p><p><b>提问：您说非常钦佩本杰明·富兰克林，为什么呢？</b></p><p>查理·芒格：他是个天才。在很早以前，美国还是很弱小的，很多人生活贫困，他父亲的主要工作是处理已死亡动物的尸体。但他在接受小学教育之后，就通过自我学习成为国家最好的缔造者之一。他有很高的智商，不断地去创新，包括发明了近视眼镜，我现在戴的(眼镜)就是他发明的。他还为国家做了很多事情，包括很多国家规则的制定等，从而造就了现在的美国。所以，我觉得我们很幸运有他这样的领导者。</p><p><b>《穷查理宝典》“中国版”已经在做了</b></p><p><b>延迟满足让成功的几率更大</b></p><p><b>提问：您会不会再出版一本新的《穷查理宝典》？</b></p><p><b>查理·芒格</b>：现在已经在做了，是一个中国的、网上的版本。这不仅仅是因为中国人多，还因为一个成功的老年人在儒家思想的社会，可以赢得更多的尊重。</p><p><b>提问：到了您这个年纪，已经积累了巨大的财富，您现在还会延迟满足吗？对于年轻人，您会有什么建议？</b></p><p><b>查理·芒格</b>：我现在的年龄确实大了，但我还是延用延迟满足的做法，这个行为方式没有年龄限制，适用于任何人。</p><p>我们都在找各种机会、用不同的方式来享受生活。这(延迟满足)有的是天生的，有的通过后天也可以学到。</p><p><b>提问：您是天生还是后天养成的？</b></p><p><b>查理·芒格</b>：我很早就学会了延迟满足。小孩子爱吃棉花糖，如果愿意多等一段时间，就可以吃更多的棉花糖，愿意花多一点时间、多吃更多棉花糖的人在日后取得成功的几率更大。我很幸运，我天生就掌握了这种技巧，没有人教我。</p><p><b>要对股东忠诚，</b></p><p><b>即便他们已经去世</b></p><p><b>提问：沃伦·巴菲特是一个“学习机器”，除了这个品质外，您认为，沃伦还有哪些品质使他成为世界上最伟大的投资者之一？</b></p><p><b>查理·芒格</b>：沃伦不仅是一位非常好的思想家，而且他还是一位很好的学习者。</p><p>沃伦和我很幸运，在很早的时候，我们就有了很多股东，他们很信任我们。我们在他们之间建立了良好的信誉。我们对他们很忠诚，即便他们中很多人已经去世了。</p><p><b>提问：关于格雷格·阿贝尔(Greg Abel)，您怎么评价他？他是一台“学习机器”吗？</b></p><p><b>查理·芒格</b>：格雷格是一个很好的商业领袖，无论是作为思想家还是实干家。而且他非常擅长领导其他人完成工作，他是一个非常了不起的人。我们很幸运有格雷格在为伯克希尔工作。他也是一个“学习机器”，像沃伦一样一直在学习新鲜事物。</p><p>有关格雷格的一件趣事是，他比沃伦更擅长一些事情。沃伦知道这一点，他不断的引导格雷格做的更完善。</p><p>伯克希尔运转得很好，我们很幸运有一个工作和身体状态很好的92岁老人。当然，我们也很幸运能有一位像格雷格这样的CEO。</p><p>格雷格正试图像监管机构一样管理所有公用事业的业务，这是一种聪明的思维方式。</p><p><b>提问：您的意思是，这是一种很好的信念？</b></p><p><b>查理·芒格</b>：是的，为什么不是呢？如果你希望别人以这个方式对待你，你也需要这么做。这是黄金法则，我不认为这么做的人还会失败。</p><p><b>一个良好的文明</b></p><p><b>财产私有且可以自由交易</b></p><p><b>提问：您认为我是在67岁时领取社会保障金，还是等到70岁时再领取，届时每个月会领取更多？</b></p><p><b>查理·芒格</b>：我不能为你做选择，这要看情况而定。</p><p>如果你知道你很快就会死去，那就去领取保障金吧。如果你觉得你会活很久，则会得出不同的选择。</p><p>大多数身体健康的人，一般都会推迟领取社会保障金，以便以后能拿到更多的钱。</p><p><b>提问：在繁荣周期和萧条周期中，一个好的政府应该为经济增长做什么？</b></p><p><b>查理·芒格</b>：几乎每一项都是必须要做的。要尽量提高人均GDP，并使私有财产掌握在私人手里，然后通过自由交换，使文明发展、经济繁荣。</p><p>在良好的文明中，大多数财产是私有的，而且可以自由交易。例如你喜欢小提琴课，而我需要你的钱，我们就可以做一笔交易，这对于我们双方都有好处。</p><p>据我所知，在世界历史上，从原始社会发展到现代文明，都在遵循一种方式，即“财产私人拥有，而且可以自由交换”。</p><p>顺便一提，我只是说了一些显而易见的事情，但大多数教育中并没有教过这些道理。</p><p><b>理解了“所有公司都会消亡”后</b></p><p><b>我成为了更好的投资者</b></p><p><b>提问：在担任伯克希尔·哈撒韦公司副董事长的历程中，最让您印象深刻的事是什么？您是如何通过这些事，成为更好的“学习机器”的？</b></p><p><b>查理·芒格</b>：我印象最深刻的事是公司的消亡，一个商业世界和自然界几乎是一样的，很多动物、很多物种都会消亡，它们都在遵循着自然界的规律。</p><p>所有事物都有更替，这是自然规律，很多企业都走在消亡的路上。例如柯达公司，它曾经是世界上最伟大的品牌之一。我们每个人都会用到胶卷，但它突然从世界上消亡了。事实上在一定范围内，所有事物都会消亡的。我年轻的时候没有意识到这一点。</p><p>再例如施乐公司，它看起来会永远存在，也已经存在了很长时间。我想，这些公司在我老了的时候还会在吧，但事实上其中很多都已经消亡了，没有一家公司是永恒的。</p><p>再例如有些伟大的百货公司，他们是整个社区最重要的构成部分，为居民提供日常生活所需商品，它们看起来会永远存活下去，但最后也都关门了。</p><p>一旦我理解了这一点，我就成为了一个更好的投资者。</p><p>我和沃尔玛的道格·麦克米兰(Doug McMillan)交谈过，他的钱包里，几十年来一直装着顶级零售商的名单，可见他一直生活在恐惧之中，担心沃尔玛会被颠覆。</p><p>曾经，IBM在智能制造领域拥有非常领先的地位，但现在它成为了所有智能制造公司中的一家而已。所以公司会有兴衰更替，即便企业管理人很有才华也很勤奋。</p><p><b>耐性、延迟满足、兑现承诺</b></p><p><b>会改善你的资源和机会</b></p><p><b>提问：您最钦佩的人是谁？</b></p><p><b>查理·芒格</b>：我可能会说，开市客的吉姆·塞内加尔(Jim Senegal)。他没有上过沃顿商学院，也没有上过哈佛。他18岁就在一家商店里工作。现在做到了开市客的CEO.他一生都在做生意，他太擅长做生意了。</p><p><b>提问：生活中什么品质对您帮助最大？</b></p><p><b>查理·芒格</b>：很简单，答案是理性。如果你不发疯的话，你已经比95%的人可以做得更好了。</p><p>另外，你要有耐心，要懂得延迟满足，并且不做疯狂的事。还要尽量兑现你对他人的承诺。然后，你就会极大的改善你的资源和机会。事实就是如此简单。</p><p><b>提问：为什么很多人没有这样做呢？</b></p><p><b>查理·芒格</b>：这是一个有趣的问题，我不认为孩子可以自动做到这一点。假如你有10个孩子，有一些会做的更好，而有一些就会做的不太好。</p><p>提问：拥有成功和财富后，或者随着年龄的增长，会更难以坚持理性吗？</p><p><b>查理·芒格</b>：我认为这是很难的，但如果你很年轻，再勤加练习，你会变得更好，但这绝非易事。</p><p>如果问你一个问题，投资100万美元买一只股票，你会买哪只？没有收入，只能通过这一只股票来满足生活开支和精神世界的花费。我认为很多美国人都不知道如何回答这个问题，他们甚至不知道从何开始。</p><p>我经常向身边的人讲，无论你现在的生活是什么样的，年龄和财富的增加，都会让你更加向这个趋势(坚持理性)靠拢。今天早上醒来，我还在想我买裤子一直很节省，这个习惯在我的脑海里已经根深蒂固了，我没办法改变，我一直都是这样的人。</p></body></html>","source":"lsy1571701096748","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2023-02-16 10:52 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s?__biz=Mzg5ODc0MTk4MA==&mid=2247593326&idx=1&sn=85b2c0a45220d3634483165cfdd2ff93&chksm=c05eceddf72947cb4d55b10bea5f26ae97b0bb3c7adf7ee189b29697d757dd08ba0f4181be1e&scene=126&sessionid=1676515267&key=db9ebc01418daa27d1ad79b39f7207f5cb82e718fd5e5b3349c8dcdc0e92e30b03bb83924d8cd99b22d0b1a5f56ecb77b3bbb2a953908e9e0b7e67c293b00a01e55f7318036608c85dca0f0c7ec9698e92d39bd854e06e108e39d8135db2931689bece6cf5523d507f274156d85e12d6c0786cc59937c03e31c101088e459819&ascene=0&uin=OTM3OTEzOTU%3D&devicetype=Windows+10+x64&version=6309001c&lang=zh_CN&countrycode=CN&exportkey=n_ChQIAhIQo9OTVK5E8iofbphY96t%2FaRLaAQIE97dBBAEAAAAAAMWPMoRRXEYAAAAOpnltbLcz9gKNyK89dVj0%2BxheyYYp28HOYhyRlTM8SkHtm8MrEt6vlAQ2HiG5EG9e1arbQWOiEOMUMMhDnKjuo%2BDycIWZyFV1DbyZHS%2F3pw4%2FxQbCLF%2FfxGwURk%2Bg%2Bdf6oXopkOBW6tZUcDYgrYzPT0KWbc7NoGA41yZGtt3rjPkSicXxtLndzibRkI0sdZmglzBOs8VzZFv8ty12lQjCCyCB4mvUoRbT2i9iGM18Bv5Zngvjjdk9Fm%2Fi5loR1MHplLHs&acctmode=0&pass_ticket=8J0SEZjBLgoEWB7UKlRut0O1MDf6XXDDsVRDLhDbdb0yl7RlvNopIsFiiKHaJC2UeHblJ9KCgnASq6XYfRBesw%3D%3D&wx_header=1&fontgear=2><strong>证券市场红周刊</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>精彩观点1. 投资中国可以让你用便宜的价格买到一些更好的公司。2.比亚迪是我最喜欢的一只股票，李录和我对比亚迪转向电动车方向产生了比较大的影响。3. 我仍认为阿里巴巴是最好的公司之一，仓位调整是因为此前用了一些杠杆。4.人工智能(如ChatGPT)非常重要，甚至不可或缺，但难以实现很多疯狂的想法，比如不会治疗癌症。5. 马斯克是个非常不同寻常的人，除了比亚迪，没有公司能比特斯拉做的更好。6. 持有...</p>\n\n<a 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7d30d3e4a8c584dc0c7143999338c880","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s?__biz=Mzg5ODc0MTk4MA==&mid=2247593326&idx=1&sn=85b2c0a45220d3634483165cfdd2ff93&chksm=c05eceddf72947cb4d55b10bea5f26ae97b0bb3c7adf7ee189b29697d757dd08ba0f4181be1e&scene=126&sessionid=1676515267&key=db9ebc01418daa27d1ad79b39f7207f5cb82e718fd5e5b3349c8dcdc0e92e30b03bb83924d8cd99b22d0b1a5f56ecb77b3bbb2a953908e9e0b7e67c293b00a01e55f7318036608c85dca0f0c7ec9698e92d39bd854e06e108e39d8135db2931689bece6cf5523d507f274156d85e12d6c0786cc59937c03e31c101088e459819&ascene=0&uin=OTM3OTEzOTU%3D&devicetype=Windows+10+x64&version=6309001c&lang=zh_CN&countrycode=CN&exportkey=n_ChQIAhIQo9OTVK5E8iofbphY96t%2FaRLaAQIE97dBBAEAAAAAAMWPMoRRXEYAAAAOpnltbLcz9gKNyK89dVj0%2BxheyYYp28HOYhyRlTM8SkHtm8MrEt6vlAQ2HiG5EG9e1arbQWOiEOMUMMhDnKjuo%2BDycIWZyFV1DbyZHS%2F3pw4%2FxQbCLF%2FfxGwURk%2Bg%2Bdf6oXopkOBW6tZUcDYgrYzPT0KWbc7NoGA41yZGtt3rjPkSicXxtLndzibRkI0sdZmglzBOs8VzZFv8ty12lQjCCyCB4mvUoRbT2i9iGM18Bv5Zngvjjdk9Fm%2Fi5loR1MHplLHs&acctmode=0&pass_ticket=8J0SEZjBLgoEWB7UKlRut0O1MDf6XXDDsVRDLhDbdb0yl7RlvNopIsFiiKHaJC2UeHblJ9KCgnASq6XYfRBesw%3D%3D&wx_header=1&fontgear=2","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128128276","content_text":"精彩观点1. 投资中国可以让你用便宜的价格买到一些更好的公司。2.比亚迪是我最喜欢的一只股票，李录和我对比亚迪转向电动车方向产生了比较大的影响。3. 我仍认为阿里巴巴是最好的公司之一，仓位调整是因为此前用了一些杠杆。4.人工智能(如ChatGPT)非常重要，甚至不可或缺，但难以实现很多疯狂的想法，比如不会治疗癌症。5. 马斯克是个非常不同寻常的人，除了比亚迪，没有公司能比特斯拉做的更好。6. 持有伯克希尔20年以上的投资人，一定会有不错的回报。7. 芒格分享长寿秘诀：喜欢吃花生酱糖、很少去刻意锻炼。8. 人类文明对我们的要求本就不高：要对自己和他人做出切合实际的期望，而延迟满足让成功的几率更大。9. 理性是最好的品质，如果你不疯狂的话，你已经可以比95%的人做得好了。北京时间2月16日凌晨2时，对巴菲特产生巨大影响的投资巨擘查理·芒格身着一件黑色西装，带着一瓶可口可乐和一些饼干，出席了Daily Journal年度股东大会。这位99岁的“先知”曾是Daily Journal的董事长，去年卸任了该职位，但今年仍然到场回答了全球投资者的热情提问。话题从ChatGPT到美国通胀、高利率，从提高幸福感的方法到对比亚迪、阿里、特斯拉等知名公司投资的探讨，芒格为我们呈现了一堂精彩绝伦的人生课程。今年芒格聊到了更多中国话题，《红周刊》在股东会前向芒格发送了关于其投资阿里巴巴、比亚迪等的相关问题，芒格对此的回复是，“我认为阿里巴巴是世界上最好的公司之一”；“比亚迪的价格已经不便宜，但它今年可能有50%以上的业绩增长”，并透露，他对比亚迪转向电动车方向产生了比较大的影响。以下为《红周刊》整理的此次股东大会精华实录(有删减)：我不会卖出Daily Journal现在不是疯狂估价的好时候提问：一年前，Steven Myhill-Jones(斯蒂文·梅希尔-琼斯)被任命为《每日日报》(Daily Journal)的临时CEO，他什么时候会转为常任CEO？查理·芒格：当我们需要改变的时候就会改变。在今年，我们会给大家公布我们的决定。斯蒂文·梅希尔-琼斯：在之前，我就跟查理说过，我是愿意投入精力到我们公司运营的。虽然我目前是临时CEO，但我也愿意做一位常任CEO的。提问：您在去年曾谈到Daily Journal产生了足够多的现金，那么接下来您会怎样使用这笔资金，或者说会进行怎样的资产配置？查理·芒格：我们是挣了很多的钱，仅法拍潮期间就超过了3000万美元的收入。在法庭上诉这个环节，我们出版行业早先是具有信息垄断地位的，但目前这一情势急转直下了，没有之前那么风光了，很多报纸企业都失去了往日的优势，资产大幅缩水，这是让人难以相信的变化，然而这就是科技进步带来的必然结果。所以，我们选择了和有技术背景的斯蒂文合作，希望Daily Journal的科技板块在他的带领下有出色的表现。现在的美国法庭还有很多基础性复杂的工作，这需要很多自动化、现代化的技术去完成，所以这个市场是非常巨大的。但这个过程又是很缓慢的，因为有很多官僚主义涉及其中。提问：Daily Journal会如何应对自动化进程中的这些挑战，比如官僚主义？查理·芒格：我们知道，一些软件公司的寿命一般也就持续几年。斯蒂文，你会怎么应对这些风险？斯蒂文·梅希尔-琼斯：我觉得我们现在的这个业务模式是非常好的，尽管我没有办法保证我们的软件业务一定能够生效，但我确实是有一些经验。我觉得我们关键的任务就是让我们的技术给客户提供更多的服务，从而帮助他们尽快的完成工作，因此我们要做好规划，技术要不断地升级跟上时代的变化。提问：在2021年的Daily Journal股东会时，公司的股票价格是350美元左右，现在是300美元，要比之前低很多。那么，现在您会买一些Daily Journal的股票吗？查理·芒格：我不买也不卖。买股票要考虑实际的情况，我们现在的估值并不疯狂，现在还不是疯狂估价的好时候。我现在已经99岁了，回过头看，很多公司在初期时股价上涨得非常快，就像伯克希尔，当体量大了后，涨速慢了很正常。Daily Journal是迷你版的伯克希尔卖出股票要交很多税，我倾向长期持有提问：您提到了伯克希尔，最新持仓显示公司重仓了很多银行股，为什么会有这样的配置？查理·芒格：在我们早期挣了很多钱的时候，我们买了银行股，那时的股息基本上是没有税的。但现在我们处在一个不正常的环境下，我们更愿意把这些股票再多保留一段时间。因为现在卖股票要交很多税，尤其是在现在的加州，所以我们更倾向于不要失去太多的钱。提问：Daily Journal很像是迷你版的伯克希尔，包括投资等各个方面。查理·芒格：是这样的。作为Daily Journal的管理者，我们的工作都是免费的，没有收取公司的董事费或者其它管理费用，有公司的股票就足够了。因为Daily Journal和伯克希尔的股东很相似，他们现在都很有钱，但我们仍希望会有一些新的股东加入进来。斯蒂文·梅希尔-琼斯：我想补充一点，像我这样的新人现在还没有股票。查理·芒格：你会有(股票)的。斯蒂文·梅希尔-琼斯：其实，我现在的工作动力是能为芒格先生工作，这样我就已经很高兴了。我会非常严肃认真地对待这份工作，在这样的一个领域，跟很多政客打交道是挺锻炼人的。查理·芒格：有部分人是不愿意和我们这个行业合作的，因为他们对这个收费并不满意，他们更喜欢一次性的交易，然后靠这个一次性的开发不断地赚钱，而我们的模式是不停的去给客户提供服务。所以，从这方面看，我们大的竞争对手也并不多。提问：您打交道的人有很多，长期的合作伙伴除了巴菲特还有Rick Guerin(2020年去世)，您怎么评价他？查理·芒格：他是一个了不起的人，我非常怀念他。我们初次见面是在1961年，当时我们还都很穷，也很年轻。之后，我们关系很好，并合作了很多年。ChatGPT非常重要但它也不是万能的提问：近期，微软应用ChatGPT引起很多讨论。ChatGPT看似是一个很好的商业模式，甚至可以写代码等等，您觉得它会对我们的社会造成什么样的影响？查理·芒格：我觉得人工智能是非常重要的，是我们不可或缺的，但它也不能实现很多疯狂的想法，比如人工智能不会治疗癌症，这是它就做不了的。现在有很多无稽之谈，比如有些人要把人工智能用于保险承销方面，还有的人尝试把它用于一些日常生活方面，包括购买办公楼之类的。我觉得它在这些方面，对我们不太会有帮助的。斯蒂文·梅希尔-琼斯：从我们公司的科技业务板块来说，我们也想在今年夏天尝试用一些人工智能的技术来解决复杂的工作，尤其是一些日常工作，我觉得这很有意思。我们有很多不同类型的活动，尤其是日常的一些工作，我觉得这个技术还是很有意思的，可以观察一下这个技术在短期内是不是能够帮助我们做更多的日常工作。提问：芒格先生，在使用ChatGPT方面您有什么建议？查理·芒格：在很早前，有人说过，他相信什么就希望能拥有什么，这当然是非常重要的。但我想说，影响人类做出错误决定的一个因素，我称之为拒绝现实，就是说人们如果不喜欢一个什么东西，大脑思维就会自动去做出一些机制来抵抗这种东西。就比如说在投资界，有很多基金经理都在想如何打败指数，不管付出多少代价。但实际上，可能只有5%的人能够持续的打败这个平均值指数，但大家都会收客户大量的费用，我觉得这是一个非常不道德的做法。如果基金经理收一个人每年几千美元的费用，但给客户提供了一些没有太大价值的建议，最后只能超过平均值指数一点点，很明显这个行业出现了问题。伯克希尔没有这么做，Daily Journal也没有这么做。这个问题没有人很好地去解决，因为经纪人需要这笔费用活下去。我们不断的把一些股票回购回来，然后用来激励我们的员工。在我们投资的公司中，比亚迪的创始人也是这么做的，他用自己的股票去激励员工，这是一个很好的激励机制，是传统资本家的一种美德，我很喜欢这样的公司。比亚迪是我最喜欢的一只股票提问：2018年时，您分析过比亚迪，您说《每日日报》跟比亚迪不一样，但是如果您做好的话，《每日日报》就可以像比亚迪一样。现在您觉得《每日日报》跟比亚迪还有什么相似之处吗？查理·芒格：做到这一步不会很快，而且也不会很容易。比亚迪是我有史以来最成功的风险投资案例之一。创始人王传福是一个农民的儿子，他受到很好的教育，进入了工程学院，之后成为一个企业家。他是一个天才，他每天思考17个小时，是一个工作狂，他做到了一些平常人无法做到的事情。提问：比亚迪是你买过最喜欢的股票吗？查理·芒格：我会说是的。没有任何一家企业投资回报率能超过比亚迪，我们在比亚迪投资的27万美元，到现在价值约80亿或90亿美元。这是一个相当不错的回报率。我们不能总遇到这样的事情，可能一辈子也就遇到一次，这种事情真的很难遇到。李录和我对比亚迪转向电动车方向产生了比较大的影响提问：将比亚迪与特斯拉对比来看，您是不是相对更加喜欢比亚迪？查理·芒格：这个问题很好回答。特斯拉去年在中国市场主动降价，还将比亚迪看做它的主要竞争对手。但是在中国的电动车市场中，比亚迪市场占有率是超越特斯拉的。从整个电动车市场来看，中国的产销量非常庞大，而在几年以前，在排名靠前的生产企业中，还很难看到比亚迪的名字。提问：伯克希尔最近抛售了一些比亚迪的股票，您认为是什么原因呢？查理·芒格：比亚迪的市盈率已经是50倍了，价格已经不便宜。当然，从业绩方面来看，今年它可能会有50%以上的业绩增长。我们不是现在抛售比亚迪，我们之前就出售了一些比亚迪股票，主要因为比亚迪的股价已经很高，现在比亚迪的市值已经超过了奔驰的市值。这不代表我不看好它了，比亚迪是非常了不起的一家公司。当初是李录(芒格合伙人、美国喜马拉雅资本创始人)向我们推荐的比亚迪，那时候比亚迪的工厂很简陋，还只是一家给手机商做配套电池的企业，后来我们也给了它一些意见，比如建议比亚迪走进汽车行业，李录和我当时对比亚迪的发展方向确实产生了比较大的影响。我仍认为阿里巴巴是最好的公司之一仓位调整是因为此前用了一些杠杆提问：您怎么看阿里巴巴？阿里巴巴的股票在去年出现了一些调整，你也出售了一部分股票，卖出的原因有哪些？好像与平时的哲学思维是相违背的。查理·芒格：我认为阿里巴巴是世界上最好的公司之一，它在中国互联网零售方面占据了非常重要的地位，具有很强的市场竞争力。有些股票我们是会长期持有的，有些则正如你所说的，而后者的情况是很少出现的。需要说明一点，当初我们用了一些杠杆。有时候我也会问自己一个问题，就是将投资金额对比资产净值，多大的百分比是比较合适的？也许是100%，也许是150%，但这并不是一个简单的问题，如果有很好的机会，100%其实是一个合理的百分比。提问：有人认为以下三个事情是“邪恶”的：女人、酒和杠杆。其中一个就是杠杆，对此，您是怎么看待的？查理·芒格：对比来说，杠杆并不是那么邪恶，我用过，巴菲特也会用。在银行业，我们在称之为“犹太国库券”的产品上就使用了一些杠杆，而且很有效。伯克希尔买入并持有动视暴雪，也是类似“犹太国库券”的交易，当然套利也发挥了一些作用。投资中国可以让你用便宜的价格买到一些更好的公司提问：现在还是外资投资中国的一个好的选择吗？查理·芒格：投资人去投资中国是没有问题的。相较于投资美国而言，投资中国可以让你用便宜的价格买到一些更好的公司，而这即便有一些不确定因素的影响，也是值得的。提问：谈谈对半导体行业的看法吧。查理·芒格：半导体行业是一个非常特殊的行业，因为它需要你把所有的钱都投入进去，尤其是面临技术更新迭代的情况下，所需要投入的资金量会更大，我不希望伯克希尔和Daily Journal 的钱都投入到一个行业里。半导体可以说是一个赢家通吃的行业，同时也是一个不够完美的行业。也许这是一个很好的投资领域，但是作为一个老年人来说，我不想再学习一些新的东西了。投资加密货币是非常疯狂和滑稽的行为提问：您曾表示，想要变得更好，必须学会从我的对立面进行辩论。对加密货币您有哪些看法？有什么要辩论的吗？查理·芒格：没有好的论据来反驳我对于加密货币的观点。加密货币是一个愚蠢的物种，就像赌局一样，有时候我会称之为加密货币的骗局。投资加密货币是非常疯狂和滑稽的，居然有人去买加密货币？对人类而言，世界上没有其他东西能够比货币更加重要，尤其是国家货币，它让人们走向了现代社会文明。但居然有人疯狂地发明一种东西来代替国家货币，这是非常错误的、愚蠢的甚至是非常危险的。美国政府对此是存在过错的，它允许了加密货币的存在，这可能最终会招致灾难。中国政府禁止加密货币是对的，这值得美国政府借鉴，我们不该一错再错。提问：比特币怎么样？您会卖空吗？查理·芒格：我不会。在我的生命历程中，我只有三次卖空行为，都是30年前的事情了，其中一次是货币，另外两次是股票交易。有一次卖空股票给我造成了很大损失，而一次卖空货币帮我挣了很多钱，大概8亿美元，虽然我最后挣了很多钱，但卖空绝不是一件好事情。开市客是一个非常完美的公司我不会卖出它的股票提问：你喜欢开市客(Costco)公司的经营模式，它的护城河会长期存在吗？查理·芒格：开市客有非常强的成本控制能力，我们觉得没有任何公司能够阻挡开市客的发展势头。开市客现在的市盈率是40倍左右，算不上便宜。开市客是一个非常完美的公司，有非常好的未来，还有很好的文化、很好的员工。我喜欢关于开市客的一切，我是它的崇拜者，我对它上瘾，我也从来不会卖它的股票。对股票回购加税是在占企业的便宜提问：拜登总统提议将企业回购股票税从1%提高到4%，您对此怎么看？查理·芒格：强烈反对。对股票回购加税，就像是在盗窃公司辛苦赚来的钱，占公司的便宜。我主张做符合道德的事情，政府和企业都应该通过体面的方式去挣钱。在某些方面，我赞同拜登总统的做法，但在股票回购加税这方面我是反对的。提问：伯克希尔进行了很多大笔回购。您对此是如何看的？查理·芒格：过去三年，伯克希尔做了很多回购工作，有些可能是出于税务方面的考虑。这(回购)对我们的股东是有好处的。持有伯克希尔股票超过20年的投资人一定会有一个不错的回报提问：近日有文章称，持有伯克希尔股票的人正在承受着压力，但据我了解伯克希尔是个大的公司联盟，一个公司出现问题，另一个公司或部门可以对它提供帮助，您是不是可以给我们股东提供一些信心，不要让我们的股票出现大的问题。查理·芒格：我认为伯克希尔的股票在很长时间内都不会出现大的问题，在目前的价格背景下，你(投资者)是可以用高价出卖股票的。但就我而言，考虑到所有的因素，我认为目前伯克希尔的股票定价还是非常合理的，伯克希尔的股东从长期来看都是比较安全的，不用太担心它会有什么困难。持有伯克希尔股票超过20年的投资人，一定会有一个不错的回报。提问：伯克希尔股价是否存在着潜在的压力？查理·芒格：我认为它(伯克希尔的股价)在一定区间内会出现一些波动，当前美国政府对企业是存在一定不友好的。随着税务的上升，投资行业的未来会出现越来越多的困难，这是很自然的，但我并不是很担心这些问题，毕竟我年事已高。芒格分享长寿秘诀：喜欢吃花生酱糖、很少去刻意锻炼提问：您已经99岁了，身体依然健康，可不可以分享一下长寿的秘诀。查理·芒格：我有一款非常喜欢的花生酱糖，我并不想给我的产品(注：此处指伯克希尔旗下喜诗糖果)做广告，但这款花生酱糖确实很好。提问：大家也很想了解您的日常习惯，比如您是否会做锻炼？查理·芒格：我很少锻炼，年轻时，当我还在部队的时候，曾做过一些锻炼，但我很少会刻意去锻炼，可能偶尔会打个网球。提问：有没有想过，去改变这个习惯？查理·芒格：没有，我想每个人的人生历程都是不一样的，每个人的习惯也是不一样的。提问：您每天起床后会做什么？在您100岁生日时您最想做什么？查理·芒格：我每天一起床就要坐轮椅，但我并不喜欢这种感觉。罗斯福的最后12年也是在轮椅上度过的，我其实并不想像他那样。提问：您在1995年做过一个关于人类误判心理学的演讲，您曾表示：随着年龄的增长，有些人类的倒退是不可避免的。当时您71岁，现在您已99岁高龄，您还依然坚持之前的观点吗？查理·芒格：有些人年纪越轻会越精明，像施罗德。我现在也衰退了很多，但大部分事情我依然能够应对自如，我认为对于我的年纪，这是很好的结果。利率增长是必然的投资者要学会去适应高利率提问：再来聊聊投资吧。您觉得当前的高利率会对投资有什么影响吗？查理·芒格：毋庸置疑，现在利率已经很高了，它对股价是不利的。但利率增长也是必然的，我们不应该长期处于零利率的环境，投资者也应该学会去适应高利率。所有的事情都不会一直顺风而行。当前通货膨胀率也很高，未来也会有更多通货膨胀的问题，Daily Journal也在考虑去买一些政府的债券。提问：我们的通货膨胀总是不断出现，之前比较严重是上世纪70年代的保罗·沃克时期，现在是不是也需要借鉴保罗·沃克当时的做法呢？查理·芒格：我对长期的预期还是比较乐观的，但短期来看确实会有一些波动和困难，当然我也并不清楚具体会出现哪些问题。我们并不能完美的避开所有困难但要对未知的困难提前做准备提问：我们是不是应该继续提高债务额度？当前有很多因素在较量，我们应该如何应对？查理·芒格：当你回看世界民主史，你会发现其实失败重重。在我的有生之年里，我认为最坏的事情就是德国独裁者希特勒的上台。希特勒的上台是世界大衰退后的一个产物，之后的“二战”也波及到了美国国民。未来，我们也并不能完美的避开所有困难，但要对未知的困难提前做准备。政府也会做一些事，有些是对的，有些也不一定对，当然我还是觉得美国政府做的很多事情都是非常好的，很多方面我对我们的政府还是充满自豪的。比如对“二战”的态度，在我们取得胜利后，并没有去惩罚德国和日本，相反还给他们提供了很多帮助，比如出资帮助他们重建，这就是我们国家做的比较好的一个方面，对于整个人类来讲都是一件好事。但未来，我们也不能排除坏事的发生，毕竟谁都会犯错。提问：有位德国的股票分析师谈到，很多股票的报酬是公司常见的激励报酬，有些公司用收入的20%来作为股票报酬，您怎么看待这种做法？查理·芒格：美国的公司有非常好的激励机制，但一些公司的做法确实有些激进了，这其实也是人性的一个表现。我赞同公司使用这种基于股票的激励机制或报酬机制，激励每个人工作的积极性，但这样也会导致收入看上去过高，但这就是人性。我想说，开市客公司的报酬机制就是非常完美的，他以一个比较适当的股票百分比来做报酬机制。而高科技公司则会发行一些股票，有时候会给人造成一种错觉。美国一些公司的报酬机制显然是不太合理的，但其实在早年间，我们的风气还是比较好的，这种不合理情况的发生，多在最近50年。现在大家都想要更高的报酬机制，尤其是高管层面，这是一个不好的做法，非常令人憎厌。如果继续下去的话，文明是会灭亡的。但我确实也没有更好的建议去纠正这个做法，这是一个非常困难的问题。马斯克是个非常不同寻常的人除了比亚迪没有公司能比特斯拉做的更好提问：您觉得马斯克拥有了推特，将对美国整个社会带来什么影响？查理·芒格：我并不用推特，所以对于这个话题我也没有很好的判断。马斯克很有才华并且很特殊，但我不会买入或者卖出他持有公司的股票，我只是认为他是一个非常不同寻常的人。马斯克对特斯拉的一些做法很好，我认为除了比亚迪，没有公司能比它做的更好。但像马斯克这样的天才，有些方面还是做不过比亚迪，他与比亚迪竞争并不容易。提问：有问题谈到，世界人口从您出生至今已经翻了4倍，您觉得人口的增长对人类是一个威胁吗？查理·芒格：人口问题有时会造成大的灾难，随着世界的繁荣发展，可以看到，比如中国，生育率在逐年下降，日本已经出现了人口短缺。当前，世界人口尤其是发达国家的人口，已经达到了极限，马斯克好像也说过同样的话，其实人口的萎缩才是对人类的威胁，这也是我为什么会说有时候马斯克是个聪明人。不会投资迪士尼这类公司技术发展对公司业务带来很大挑战提问：您怎么看迪士尼？它是好的投资标的吗？查理·芒格：我们没有买过迪士尼的股票，但迪士尼是家很有意思的公司，它的所有业务都比以前更困难了，现在技术的发展已经完全改变了世界。我觉得体育界的ESPN和迪士尼有些类似，现在的业务也在变得越来越困难，电影行业也是一样，都不容易。我不太会投资这类公司。提问：2022年，密苏里州一名女性在一场特殊汽车索赔案中打赢了官司，获得了GEICO汽车保险公司高额的赔偿金，您认为密苏里法庭的判决正确吗？查理·芒格：并非每个法庭的判决都是正确的，有时候法庭的裁决确实令人气愤，这也是为什么我们有上诉法庭，对于一些疯狂的判决，上诉法庭是有不同意见的。提问：您认为这个判决是疯狂的？查理·芒格：是的。提问：有人对伯克希尔与3G资本，卡夫食品与3G资本的合作业务兴趣颇高，您对这种合作关系怎么看？查理·芒格：有的交易是好的，也有的交易是不好的，伯克希尔也是一样，但这笔业务还是非常不错的，不过他们的工作方法最近并没有生效，这就是生活，没有那么简单。提问：这个问题也是关注伯克希尔的。伯克希尔对埃克森美孚石油公司的加仓是否是长期的？查理·芒格：这是个好问题。我认为通过西方石油和埃克森美孚的持仓，在二叠纪盆地(注：又名西德克萨斯盆地，有丰富的页岩油天然气资源)上有高仓位投资是很好的事情，我很喜欢这种高仓位的投资。很多时候人们更愿意做短期的投机而不是长期的投资，但我想说，在盆地上拥有这样的投资是非常好的。我只能教别人几乎人人皆知的知识有点类似于把一个人从悬崖边拉一把提问：芒格先生，您认为目前在美国有系统性的种族主义么？查理·芒格：当然，我认为是有的。在人类历史上，存在很多对一部分族群歧视的情况，但我认为在我的一生中，这种情况已经好转很多了，种族主义在下降。提问：您认为未来25年气候变化会对保险业产生影响吗？你们会提高伯克希尔公司的保费么？查理·芒格：我不确定我是否擅长回答这个问题。尽管气候变化是件严肃的事情，但我认为它实际会造成的影响可能会比人们想象的小很多。所以我觉得可能还不会影响我们去调整保费，我还会再等等看。提问：这个问题来自一位在印第安纳大学教授个人理财及公司金融课程的老师。您觉得应该教学生哪些知识，以便他们拥有基础和常识，从而在以后的生活中有效地处理他们个人或公司的财务问题呢？查理·芒格：良好的判断力至关重要。如果一个人判断力不足，可能会做出一些不太合理的决定，产生一些不好的影响。所以我的建议是要持续地学习，不断地改进自己。我曾经说过，我只能教别人几乎人人皆知的知识，有点类似于把一个人从悬崖边拉一把，也许我会教那些愿意学习并且能够学习的人知识。但我不擅长教那些还未入门的人知识。顺便提一下，大多数教育的运作，其实是不断筛选人才，有些人无法跟上进步，最后就被淘汰了。我昨天还曾与一位优秀的法律教授交谈，他在著名的法学院当教授，他们总是有能力带领优秀的学生进步更多，却无法把笨蛋变得聪明。常言道，傻气长存。人类文明对我们的要求本就不高：对自己和他人做出切合实际的期望提问：在许多企业家或名人看来，人必须有远大的梦想。但您却说“幸福生活的秘诀是降低期望值”，能就这句话再展开谈谈么？查理·芒格：确实，你当然要尽可能努力地一步步向上，去争取更多成就，这是生命的奥秘。但是总有些人会因此陷入情绪困境。毕竟每种成功背后可能都有着一千次的失败。如果你做出了一些不切实际的承诺，结果是一次又一次地失败，那么别人也会因此而讨厌你。我们这些小小生命彼此相遇，人类文明对我们的要求本就不高：对自己和他人做出切合实际的期望。提问：一位来自中国的投资者想请问您，在疫情防控措施放开之后，对于老年人有哪些健康和安全的建议？查理·芒格：我之前也感染了Covid-19，但我的症状很轻，尽管检测呈阳性，也只是流了大概10分钟的鼻涕就好了。然而相对于新冠大流行，我觉得对老年人而言，尽量避免摔倒更为重要。我有一些年纪比较大的朋友都是因为摔倒而离世。我的一位好朋友平时使用拐杖，我大概用了6年半的助行推车，它很好用，这期间我从未跌倒过，现在我还买了辆轮椅。我给老年人的建议就是要谨慎，别摔倒。为伟大的企业买单伟大的才是好的提问：您给巴菲特提供过一个很好的建议，就是要用好的价格买好的公司，这改变了巴菲特的一些投资理念，而不是像原来一样到处捡烟蒂。查理·芒格：曾经有一段时间遍地是果实，你很轻松的就可以以便宜的价格在果园里买到好的东西，但这种情况后来消失了，然后就出现了业绩衰退。本·格雷厄姆(Ben Graham)一生中赚的所有钱的一半以上都来自1只股票。那只股票就是GEICO(政府雇员保险公司)。所以你看，他教给我的事就是他如何变得富有。在我看来，这就是应该为伟大的企业买单。伟大的才是好的(Greatness is good.)。投资首选好公司再考虑好管理层提问：当您给一个公司做潜在投资估值的时候，更看重公司本身还是管理层？或者您会首先考量哪些事情？查理·芒格：我觉得公司是排在第一位的，然后是管理层。如果我们只投资好的管理层，但是公司不是很好的话，我们不会取得现在这么好的成绩。提问：如果一个好的公司却有不好的管理层会怎样？查理·芒格：像可口可乐，在曾经在很长一段时间内都被一个不好的管理者运营，但它的盈利能力依然很好，这就是为什么我要投资好的公司。可口可乐最辉煌的时期是在25年前。提问：对公司管理层性格和能力的评估，您有什么经验？查理·芒格：每个人都会犯错，在我的生活中，让我最感慨的就是IBM的崛起和衰退，IBM曾是我最敬仰的美国公司，但过去10~15年，随着竞争对手苹果、谷歌的崛起，IBM的衰退是不可避免的，柯达也是一样，在数字摄影出现后，柯达也出现了衰退。比尔·盖茨曾说过，当真正具有颠覆性技术出现时，新的技术很容易会完全代替旧的。对一个成功很久的企业来说，改变业务模式和思考方式是很难的。但我们的Daily Journal公司，还是会不断去应对新世界的，尤其是报纸行业的不断变化，我们正在给法庭做自动化软件，这是另外一个完全不同的行业。。提问：您曾说过，“你不需要投资很多东西才会富有”。那么，您会长期持有一只股票吗？现在您会选谁进行这个操作？查理·芒格：一个好的仓位很重要，如果遇到一个好的公司我们肯定会持有很长时间。现在的话，很多好公司都是不便宜的，美国一些好公司的市盈率一般都到了25倍甚至是30倍，这其实是有一定风险的，如果一步走错就会损失很多。尽管有些好公司的价格还可以，但是并不多。在这种情况下，95%的美国基金经理我都不想让他们给我工作，因为我觉得太难了。美国现在的401K计划实现正收益的比例是远远低于5%的，这是非常罕见的现象。提问：每个人都会犯错，您偶尔也会犯错，这会在实际行动中产生警示作用，从而导致一些好想法会搁浅，您从去年到现在摧毁了哪些好想法？查理·芒格：我摧毁的都是坏想法。比如当互联网兴起的时候，我被网上零售这种模式震惊到了，所以我会很关注相关的公司。但对于阿里巴巴，可能是我之前过高的估计了它的回报率。我必须要承认我自己的错误，这对我自己也是有帮助的。美国的医疗体系有很多浪费我不想回答谁会执政的问题提问：在上次股东会上，您谈到了医疗系统。您对美国的医疗补贴、英国的单一支付体系等都是怎么看的？查理·芒格：很多公司包括摩根大通银行、亚马逊等，都在纠正美国医疗体系的一些问题，沃伦也在想办法，因为我们目前在医疗体系方面确实有太多的浪费。提问：如果要您选一个2024年的执政者，您会选谁？查理·芒格：我不想回答这个问题。提问：您说非常钦佩本杰明·富兰克林，为什么呢？查理·芒格：他是个天才。在很早以前，美国还是很弱小的，很多人生活贫困，他父亲的主要工作是处理已死亡动物的尸体。但他在接受小学教育之后，就通过自我学习成为国家最好的缔造者之一。他有很高的智商，不断地去创新，包括发明了近视眼镜，我现在戴的(眼镜)就是他发明的。他还为国家做了很多事情，包括很多国家规则的制定等，从而造就了现在的美国。所以，我觉得我们很幸运有他这样的领导者。《穷查理宝典》“中国版”已经在做了延迟满足让成功的几率更大提问：您会不会再出版一本新的《穷查理宝典》？查理·芒格：现在已经在做了，是一个中国的、网上的版本。这不仅仅是因为中国人多，还因为一个成功的老年人在儒家思想的社会，可以赢得更多的尊重。提问：到了您这个年纪，已经积累了巨大的财富，您现在还会延迟满足吗？对于年轻人，您会有什么建议？查理·芒格：我现在的年龄确实大了，但我还是延用延迟满足的做法，这个行为方式没有年龄限制，适用于任何人。我们都在找各种机会、用不同的方式来享受生活。这(延迟满足)有的是天生的，有的通过后天也可以学到。提问：您是天生还是后天养成的？查理·芒格：我很早就学会了延迟满足。小孩子爱吃棉花糖，如果愿意多等一段时间，就可以吃更多的棉花糖，愿意花多一点时间、多吃更多棉花糖的人在日后取得成功的几率更大。我很幸运，我天生就掌握了这种技巧，没有人教我。要对股东忠诚，即便他们已经去世提问：沃伦·巴菲特是一个“学习机器”，除了这个品质外，您认为，沃伦还有哪些品质使他成为世界上最伟大的投资者之一？查理·芒格：沃伦不仅是一位非常好的思想家，而且他还是一位很好的学习者。沃伦和我很幸运，在很早的时候，我们就有了很多股东，他们很信任我们。我们在他们之间建立了良好的信誉。我们对他们很忠诚，即便他们中很多人已经去世了。提问：关于格雷格·阿贝尔(Greg Abel)，您怎么评价他？他是一台“学习机器”吗？查理·芒格：格雷格是一个很好的商业领袖，无论是作为思想家还是实干家。而且他非常擅长领导其他人完成工作，他是一个非常了不起的人。我们很幸运有格雷格在为伯克希尔工作。他也是一个“学习机器”，像沃伦一样一直在学习新鲜事物。有关格雷格的一件趣事是，他比沃伦更擅长一些事情。沃伦知道这一点，他不断的引导格雷格做的更完善。伯克希尔运转得很好，我们很幸运有一个工作和身体状态很好的92岁老人。当然，我们也很幸运能有一位像格雷格这样的CEO。格雷格正试图像监管机构一样管理所有公用事业的业务，这是一种聪明的思维方式。提问：您的意思是，这是一种很好的信念？查理·芒格：是的，为什么不是呢？如果你希望别人以这个方式对待你，你也需要这么做。这是黄金法则，我不认为这么做的人还会失败。一个良好的文明财产私有且可以自由交易提问：您认为我是在67岁时领取社会保障金，还是等到70岁时再领取，届时每个月会领取更多？查理·芒格：我不能为你做选择，这要看情况而定。如果你知道你很快就会死去，那就去领取保障金吧。如果你觉得你会活很久，则会得出不同的选择。大多数身体健康的人，一般都会推迟领取社会保障金，以便以后能拿到更多的钱。提问：在繁荣周期和萧条周期中，一个好的政府应该为经济增长做什么？查理·芒格：几乎每一项都是必须要做的。要尽量提高人均GDP，并使私有财产掌握在私人手里，然后通过自由交换，使文明发展、经济繁荣。在良好的文明中，大多数财产是私有的，而且可以自由交易。例如你喜欢小提琴课，而我需要你的钱，我们就可以做一笔交易，这对于我们双方都有好处。据我所知，在世界历史上，从原始社会发展到现代文明，都在遵循一种方式，即“财产私人拥有，而且可以自由交换”。顺便一提，我只是说了一些显而易见的事情，但大多数教育中并没有教过这些道理。理解了“所有公司都会消亡”后我成为了更好的投资者提问：在担任伯克希尔·哈撒韦公司副董事长的历程中，最让您印象深刻的事是什么？您是如何通过这些事，成为更好的“学习机器”的？查理·芒格：我印象最深刻的事是公司的消亡，一个商业世界和自然界几乎是一样的，很多动物、很多物种都会消亡，它们都在遵循着自然界的规律。所有事物都有更替，这是自然规律，很多企业都走在消亡的路上。例如柯达公司，它曾经是世界上最伟大的品牌之一。我们每个人都会用到胶卷，但它突然从世界上消亡了。事实上在一定范围内，所有事物都会消亡的。我年轻的时候没有意识到这一点。再例如施乐公司，它看起来会永远存在，也已经存在了很长时间。我想，这些公司在我老了的时候还会在吧，但事实上其中很多都已经消亡了，没有一家公司是永恒的。再例如有些伟大的百货公司，他们是整个社区最重要的构成部分，为居民提供日常生活所需商品，它们看起来会永远存活下去，但最后也都关门了。一旦我理解了这一点，我就成为了一个更好的投资者。我和沃尔玛的道格·麦克米兰(Doug McMillan)交谈过，他的钱包里，几十年来一直装着顶级零售商的名单，可见他一直生活在恐惧之中，担心沃尔玛会被颠覆。曾经，IBM在智能制造领域拥有非常领先的地位，但现在它成为了所有智能制造公司中的一家而已。所以公司会有兴衰更替，即便企业管理人很有才华也很勤奋。耐性、延迟满足、兑现承诺会改善你的资源和机会提问：您最钦佩的人是谁？查理·芒格：我可能会说，开市客的吉姆·塞内加尔(Jim Senegal)。他没有上过沃顿商学院，也没有上过哈佛。他18岁就在一家商店里工作。现在做到了开市客的CEO.他一生都在做生意，他太擅长做生意了。提问：生活中什么品质对您帮助最大？查理·芒格：很简单，答案是理性。如果你不发疯的话，你已经比95%的人可以做得更好了。另外，你要有耐心，要懂得延迟满足，并且不做疯狂的事。还要尽量兑现你对他人的承诺。然后，你就会极大的改善你的资源和机会。事实就是如此简单。提问：为什么很多人没有这样做呢？查理·芒格：这是一个有趣的问题，我不认为孩子可以自动做到这一点。假如你有10个孩子，有一些会做的更好，而有一些就会做的不太好。提问：拥有成功和财富后，或者随着年龄的增长，会更难以坚持理性吗？查理·芒格：我认为这是很难的，但如果你很年轻，再勤加练习，你会变得更好，但这绝非易事。如果问你一个问题，投资100万美元买一只股票，你会买哪只？没有收入，只能通过这一只股票来满足生活开支和精神世界的花费。我认为很多美国人都不知道如何回答这个问题，他们甚至不知道从何开始。我经常向身边的人讲，无论你现在的生活是什么样的，年龄和财富的增加，都会让你更加向这个趋势(坚持理性)靠拢。今天早上醒来，我还在想我买裤子一直很节省，这个习惯在我的脑海里已经根深蒂固了，我没办法改变，我一直都是这样的人。","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967294668,"gmtCreate":1670331566855,"gmtModify":1676538345427,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/26d006a9d4b8ffea8f66692a24dac3c5","crmLevel":7,"crmLevelSwitch":1},"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,"repost":{"id":"2289140682","pubTimestamp":1670276940,"share":"https://www.laohu8.com/m/news/2289140682?lang=&edition=full","pubTime":"2022-12-06 05:49","market":"us","language":"en","title":"2 Stock-Split Stocks That Could Double Your Money in 5 Years","url":"https://stock-news.laohu8.com/highlight/detail?id=2289140682","media":"Motley Fool","summary":"Fast-growing end markets should help these companies sustain their impressive momentum.","content":"<html><body><div><p>Several technology companies opted for stock splits in 2022 in a bid to make their shares more attractive to investors amid the broader stock market sell-off.</p><p>A stock split is basically a cosmetic move that reduces a company's stock price while proportionally increasing the number of shares outstanding. Individual shareholders gain shares of the company but each share is worth less, so the overall holding remains unchanged. It does nothing to alter the fundamentals of the company making the split or affect its prospects going forward. Still, some of the companies that went down this route in 2022 may be on their way to delivering handsome returns to investors in the long run.</p><p><strong>Shopify</strong> <span>(SHOP<span> -5.27%</span>)</span> and <strong><a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a></strong> <span>(PANW<span> -1.56%</span>)</span> are two businesses that executed stock splits in 2022. Let's look at the reasons why these two companies could double investors' money over the next five years.</p><h2>1. Shopify</h2><p>Shopify executed its 10-for-1 stock split on June 28. Shares of the e-commerce platform provider have been on a roller-coaster ride ever since, but the good part is that they are up roughly 23% since the split was executed.</p><div><app :collapse_on_load=\"false\" :instrument_id=\"335227\" :show_benchmark_compare=\"false\" amount_change=\"-2.27\" average_volume=\"27,733,085\" company_name=\"Shopify\" current_price=\"40.79\" daily_high=\"43.70\" daily_low=\"40.41\" default_period=\"OneMonth\" dividend_yield=\"N/A\" exchange=\"NYSE\" fifty_two_week_high=\"153.60\" fifty_two_week_low=\"23.63\" gross_margin=\"53.04\" logo=\"https://g.foolcdn.com/art/companylogos/mark/SHOP.png\" market_cap=\"$55B\" pe_ratio=\"29.69\" percent_change=\"-5.27\" quote=\"{'instrument_id': 335227, 'name': 'Shopify', 'exchange': 'NYSE', 'symbol': 'SHOP', 'primary': True, 'quote_data': {'amount_change': {'Currency': 1, 'Amount': '-2.27'}, 'current_price': {'Currency': 1, 'Amount': '40.79'}, 'percent_change': '-5.27', 'market_cap': '$55B', 'daily_low': '40.41', 'daily_high': '43.70', 'fifty_two_week_low': '23.63', 'fifty_two_week_high': '153.60', 'volume': '5,185', 'average_volume': '27,733,085', 'pe_ratio': '29.69', 'last_trade_date': datetime.datetime(2022, 12, 5, 16, 0, tzinfo=datetime.timezone(datetime.timedelta(days=-1, seconds=68400), 'EST')), 'dividend_yield': '', 'gross_margin': '53.04'}}\" symbol=\"SHOP\" volume=\"5,185\"></app></div><p>To be fair, Shopify stock is in red-hot form on the market lately, gaining over 60% since the beginning of October and crushing the <strong>Nasdaq Composite</strong>'s return of 8%. Investors can expect Shopify to remain a top performer in the long run as well because it is serving the fast-growing e-commerce market in various ways.</p><div><div></div></div><p>From helping merchants start their online businesses with its website tools to assisting them in selling their products across multiple e-commerce platforms, as well as providing infrastructure for payments and shipping, Shopify is in a nice position to take advantage of the e-commerce market's growth. Not surprisingly, the company's offerings are seeing healthy demand from merchants, which was evident from the 22% year-over-year increase in its revenue to $1.4 billion in the third quarter.</p><p>Its merchant solutions revenue was up 26% year over year during Q3 to nearly $990 million, driven by the growing adoption of its services such as Shopify Payments, Shopify Capital, and Shopify Markets, which the company says is a cross-border e-commerce management tool that allows sellers to sell their products internationally.</p><p>Now, the cross-border e-commerce market is expected to clock an annual growth rate of 26% through 2030. Similarly, the e-commerce payments space is expected to post annual growth of 11.5% through 2028. Therefore, the demand for Shopify's solutions should head higher in the long run thanks to the expansion of the e-commerce market. Additionally, the company's steps to bolster its fulfillment network business should be another tailwind.</p><p>All this explains why Shopify's top line could grow at a solid pace over the next three years.</p><div><div></div></div><p><img src=\"https://media.ycharts.com/charts/57d86be5a7d22bd59c7e662cae5aabf0.png\"/></p><p>SHOP Revenue Estimates for Current Fiscal Year data by YCharts</p><p>More specifically, Shopify's revenue is estimated to jump 22% in 2023 and 25% in 2024. If the company clocks 20% annual revenue growth over the next five years, its top line could soar from this year's estimated $5.5 billion to nearly $14 billion in 2027. Shopify is trading at 10.4 times sales right now, which represents a discount to its five-year average price-to-sales ratio of 31. Assuming a similar sales multiple in five years would translate into a market capitalization of $145 billion, which would be more than double Shopify's current market cap of $55 billion.</p><p>As a result, this stock-split play seems built for long-term growth and investors may want to take advantage of the relatively cheap valuation it is trading at right now.</p><h2>2. Palo Alto Networks</h2><p>Palo Alto Networks split its stock 3-for-1 on Sept. 13. Shares of the cybersecurity specialist have slipped 5% since the split, but the company's recent results and the solid revenue pipeline suggest that it could soar higher over the next five years.</p><div><div></div></div><div><app :collapse_on_load=\"false\" :instrument_id=\"273529\" :show_benchmark_compare=\"false\" amount_change=\"-2.70\" average_volume=\"4,660,842\" company_name=\"Palo Alto Networks\" current_price=\"169.99\" daily_high=\"173.23\" daily_low=\"168.46\" default_period=\"OneMonth\" dividend_yield=\"N/A\" exchange=\"NASDAQ\" fifty_two_week_high=\"213.63\" fifty_two_week_low=\"140.07\" gross_margin=\"69.34\" logo=\"https://g.foolcdn.com/art/companylogos/mark/PANW.png\" market_cap=\"$52B\" pe_ratio=\"\" percent_change=\"-1.56\" quote=\"{'instrument_id': 273529, 'name': 'Palo Alto Networks', 'exchange': 'NASDAQ', 'symbol': 'PANW', 'primary': False, 'quote_data': {'amount_change': {'Currency': 1, 'Amount': '-2.70'}, 'current_price': {'Currency': 1, 'Amount': '169.99'}, 'percent_change': '-1.56', 'market_cap': '$52B', 'daily_low': '168.46', 'daily_high': '173.23', 'fifty_two_week_low': '140.07', 'fifty_two_week_high': '213.63', 'volume': '42', 'average_volume': '4,660,842', 'pe_ratio': '', 'last_trade_date': datetime.datetime(2022, 12, 5, 21, 0), 'dividend_yield': '', 'gross_margin': '69.34'}}\" symbol=\"PANW\" volume=\"42\"></app></div><p>Palo Alto released its fiscal 2023 first-quarter results on Nov. 17. The company reported impressive top- and bottom-line growth that exceeded analysts' expectations. More importantly, Palo Alto guided for healthy revenue growth of 25.5% to $6.88 billion in the current fiscal year. The secular expansion of the cybersecurity market and Palo Alto's market share should help it sustain a high level of growth in the next five years.</p><p>The cybersecurity market is expected to add $93 billion in annual revenue over the next five years, generating annual revenue of $266 billion by 2027. Palo Alto has impressive market share in fast-growing cybersecurity niches that should help it corner a nice chunk of this opportunity. For instance, the company's share of the cybersecurity appliances market stands at nearly 30%.</p><p>Palo Alto's healthy market share explains why its annualized recurring revenue (ARR) has been rising at a terrific pace. The ARR is the annualized value of customer contracts that are in force on the final day of the quarter. The company reported $2.1 billion in ARR at the end of the previous quarter, up 67% over the prior-year period. Palo Alto's remaining performance obligations, which refer to the total value of customer contracts that are yet to be fulfilled, increased 38% year over year last quarter to $8.3 billion.</p><p>The strong revenue pipeline shows why Palo Alto's top line is expected to grow nicely in the coming years.</p><p><img src=\"https://media.ycharts.com/charts/5422065b2b35d0984641016729983d93.png\"/></p><p>PANW Revenue Estimates for Current Fiscal Year data by YCharts</p><p>Analysts expect Palo Alto's revenue to increase by 22% in fiscal 2024, followed by a 19% jump in fiscal 2025 to $9.96 billion. If the company clocks revenue growth of even 15% in fiscal years 2026 and 2027, its top line would soar to $13 billion. Multiplying the projected revenue after five years with Palo Alto's five-year average price-to-sales multiple of 8.5 would translate into a market capitalization of $110 billion.</p><p>Palo Alto's current market cap is $52 billion. So, this cybersecurity stock has the potential to double investors' money over the next five years thanks to the impressive catalysts it is sitting on.</p><div></div></div></body></html>","source":"fool_stock","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>2 Stock-Split Stocks That Could Double Your Money in 5 Years</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\">\n2 Stock-Split Stocks That Could Double Your Money in 5 Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-06 05:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/06/2-stock-split-stocks-that-could-double-your-money/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Several technology companies opted for stock splits in 2022 in a bid to make their shares more attractive to investors amid the broader stock market sell-off.A stock split is basically a cosmetic move...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/06/2-stock-split-stocks-that-could-double-your-money/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F711770%2Fman-woman-celebrating-with-cash-in-a-car.jpg&op=resize&w=165&h=104","relate_stocks":{"BK4110":"抵押房地产投资信托","BK4566":"资本集团","BK4532":"文艺复兴科技持仓","SHOP":"Shopify Inc","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4524":"宅经济概念","ARR":"ARMOUR住宅房地产公司","BK4116":"互联网服务与基础架构","BK4528":"SaaS概念"},"source_url":"https://www.fool.com/investing/2022/12/06/2-stock-split-stocks-that-could-double-your-money/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2289140682","content_text":"Several technology companies opted for stock splits in 2022 in a bid to make their shares more attractive to investors amid the broader stock market sell-off.A stock split is basically a cosmetic move that reduces a company's stock price while proportionally increasing the number of shares outstanding. Individual shareholders gain shares of the company but each share is worth less, so the overall holding remains unchanged. It does nothing to alter the fundamentals of the company making the split or affect its prospects going forward. Still, some of the companies that went down this route in 2022 may be on their way to delivering handsome returns to investors in the long run.Shopify (SHOP -5.27%) and Palo Alto Networks (PANW -1.56%) are two businesses that executed stock splits in 2022. Let's look at the reasons why these two companies could double investors' money over the next five years.1. ShopifyShopify executed its 10-for-1 stock split on June 28. Shares of the e-commerce platform provider have been on a roller-coaster ride ever since, but the good part is that they are up roughly 23% since the split was executed.To be fair, Shopify stock is in red-hot form on the market lately, gaining over 60% since the beginning of October and crushing the Nasdaq Composite's return of 8%. Investors can expect Shopify to remain a top performer in the long run as well because it is serving the fast-growing e-commerce market in various ways.From helping merchants start their online businesses with its website tools to assisting them in selling their products across multiple e-commerce platforms, as well as providing infrastructure for payments and shipping, Shopify is in a nice position to take advantage of the e-commerce market's growth. Not surprisingly, the company's offerings are seeing healthy demand from merchants, which was evident from the 22% year-over-year increase in its revenue to $1.4 billion in the third quarter.Its merchant solutions revenue was up 26% year over year during Q3 to nearly $990 million, driven by the growing adoption of its services such as Shopify Payments, Shopify Capital, and Shopify Markets, which the company says is a cross-border e-commerce management tool that allows sellers to sell their products internationally.Now, the cross-border e-commerce market is expected to clock an annual growth rate of 26% through 2030. Similarly, the e-commerce payments space is expected to post annual growth of 11.5% through 2028. Therefore, the demand for Shopify's solutions should head higher in the long run thanks to the expansion of the e-commerce market. Additionally, the company's steps to bolster its fulfillment network business should be another tailwind.All this explains why Shopify's top line could grow at a solid pace over the next three years.SHOP Revenue Estimates for Current Fiscal Year data by YChartsMore specifically, Shopify's revenue is estimated to jump 22% in 2023 and 25% in 2024. If the company clocks 20% annual revenue growth over the next five years, its top line could soar from this year's estimated $5.5 billion to nearly $14 billion in 2027. Shopify is trading at 10.4 times sales right now, which represents a discount to its five-year average price-to-sales ratio of 31. Assuming a similar sales multiple in five years would translate into a market capitalization of $145 billion, which would be more than double Shopify's current market cap of $55 billion.As a result, this stock-split play seems built for long-term growth and investors may want to take advantage of the relatively cheap valuation it is trading at right now.2. Palo Alto NetworksPalo Alto Networks split its stock 3-for-1 on Sept. 13. Shares of the cybersecurity specialist have slipped 5% since the split, but the company's recent results and the solid revenue pipeline suggest that it could soar higher over the next five years.Palo Alto released its fiscal 2023 first-quarter results on Nov. 17. The company reported impressive top- and bottom-line growth that exceeded analysts' expectations. More importantly, Palo Alto guided for healthy revenue growth of 25.5% to $6.88 billion in the current fiscal year. The secular expansion of the cybersecurity market and Palo Alto's market share should help it sustain a high level of growth in the next five years.The cybersecurity market is expected to add $93 billion in annual revenue over the next five years, generating annual revenue of $266 billion by 2027. Palo Alto has impressive market share in fast-growing cybersecurity niches that should help it corner a nice chunk of this opportunity. For instance, the company's share of the cybersecurity appliances market stands at nearly 30%.Palo Alto's healthy market share explains why its annualized recurring revenue (ARR) has been rising at a terrific pace. The ARR is the annualized value of customer contracts that are in force on the final day of the quarter. The company reported $2.1 billion in ARR at the end of the previous quarter, up 67% over the prior-year period. Palo Alto's remaining performance obligations, which refer to the total value of customer contracts that are yet to be fulfilled, increased 38% year over year last quarter to $8.3 billion.The strong revenue pipeline shows why Palo Alto's top line is expected to grow nicely in the coming years.PANW Revenue Estimates for Current Fiscal Year data by YChartsAnalysts expect Palo Alto's revenue to increase by 22% in fiscal 2024, followed by a 19% jump in fiscal 2025 to $9.96 billion. If the company clocks revenue growth of even 15% in fiscal years 2026 and 2027, its top line would soar to $13 billion. Multiplying the projected revenue after five years with Palo Alto's five-year average price-to-sales multiple of 8.5 would translate into a market capitalization of $110 billion.Palo Alto's current market cap is $52 billion. So, this cybersecurity stock has the potential to double investors' money over the next five years thanks to the impressive catalysts it is sitting on.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919879067,"gmtCreate":1663790918359,"gmtModify":1676537335216,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/26d006a9d4b8ffea8f66692a24dac3c5","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/AAPL 20220923 162.5 CALL\">$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$ my apple is said","images":[{"img":"https://community-static.tradeup.com/news/3ac5b2924ca430fd307307b4e1745853","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9919879067","isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9931234351,"gmtCreate":1662464669273,"gmtModify":1676537065847,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/26d006a9d4b8ffea8f66692a24dac3c5","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"I see some hope.💰<a href=\"https://ttm.financial/S/LULU\">$lululemon athletica(LULU)$</a>","listText":"I see some hope.💰<a href=\"https://ttm.financial/S/LULU\">$lululemon athletica(LULU)$</a>","text":"I see some hope.💰$lululemon athletica(LULU)$","images":[{"img":"https://community-static.tradeup.com/news/cd233cf875be417284df3b508199bd7f","width":"1080","height":"1819"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9931234351","isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9941637768,"gmtCreate":1680185822754,"gmtModify":1680185826866,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/26d006a9d4b8ffea8f66692a24dac3c5","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPY\">$标普500ETF(SPY)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a 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},"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":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":216350642819192,"gmtCreate":1693820194900,"gmtModify":1693820197276,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/26d006a9d4b8ffea8f66692a24dac3c5","crmLevel":7,"crmLevelSwitch":1},"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":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191121634725896,"gmtCreate":1687679070150,"gmtModify":1687679073704,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/26d006a9d4b8ffea8f66692a24dac3c5","crmLevel":7,"crmLevelSwitch":1},"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":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920078879,"gmtCreate":1670407149892,"gmtModify":1676538361568,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/26d006a9d4b8ffea8f66692a24dac3c5","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<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>","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":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9967278854,"gmtCreate":1670341451078,"gmtModify":1676538348253,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/26d006a9d4b8ffea8f66692a24dac3c5","crmLevel":7,"crmLevelSwitch":1},"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://www.laohu8.com/m/news/1184906394?lang=&edition=full","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":{"TJX":"The TJX Companies Inc.","AAPL":"苹果","RCL":"皇家加勒比邮轮","CHTR":"特许通讯","COST":"好市多","COIN":"Coinbase Global, Inc.","CMG":"墨式烧烤","GOOGL":"谷歌A","EL":"雅诗兰黛","BURL":"伯灵顿百货","JPM":"摩根大通","SBUX":"星巴克","XPOF":"Xponential Fitness, Inc.","GOOG":"谷歌","TGT":"塔吉特","SLG":"SL Green Realty Corp","VVV":"胜牌","TSLA":"特斯拉","GE":"GE航空航天"},"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":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187433294332032,"gmtCreate":1686787895858,"gmtModify":1686787899342,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/26d006a9d4b8ffea8f66692a24dac3c5","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"tiger is good plbroker","listText":"tiger is good plbroker","text":"tiger is good plbroker","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187433294332032","isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186548353224880,"gmtCreate":1686583515557,"gmtModify":1686583518288,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/26d006a9d4b8ffea8f66692a24dac3c5","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"Tesla<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>apple","listText":"Tesla<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>apple","text":"Tesla$苹果(AAPL)$ apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186548353224880","isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184797959290992,"gmtCreate":1686156156196,"gmtModify":1686156159792,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/26d006a9d4b8ffea8f66692a24dac3c5","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"666666<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>apple is good","listText":"666666<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>apple is good","text":"666666$苹果(AAPL)$ apple is good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184797959290992","isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182269821628424,"gmtCreate":1685508691100,"gmtModify":1685508694531,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"jaxon","avatar":"https://community-static.tradeup.com/news/26d006a9d4b8ffea8f66692a24dac3c5","crmLevel":7,"crmLevelSwitch":1},"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":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182269821628424","repostId":"1193729259","repostType":2,"repost":{"id":"1193729259","pubTimestamp":1685499975,"share":"https://www.laohu8.com/m/news/1193729259?lang=&edition=full","pubTime":"2023-05-31 10:26","market":"hk","language":"zh","title":"马斯克与曾毓群会面，谈了什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1193729259","media":"澎湃新闻","summary":"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","content":"<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","source":"lsy1666763662595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}