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Taurus Pink

Taurus Pink

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2023-06-15

Answer : D.Around 5% [开心] [开心] @nerdbull1669 @LMSunshine

@Tiger_comments:[9th Anniv. Quiz] With Fed "June Pause” Strengthened, Be Fear or Greed?

2023-06-20

Answer D. 95% [害羞] [害羞] [害羞] @titajack @koolgal @BenjiFuji @Daily_Discussion @JC888 @nerdbull1669

@Tiger_comments:9th Anniversary Quiz: Investing & Tiger (8)

2023-06-10

Answer B.not allowed [爱心] [爱心] [爱心] @LMSunshine @LMSunshine

@Tiger_comments:[9th Anniv. Quiz] Analysts Suggest Cautious As SPX. Entered Technical Bull Market

2023-07-04

[微笑] [微笑] [微笑]

被巴菲特称为“金融灾难”的一笔投资，是如何发生的

2023-06-27

🥴🥴🥴🥴🥴🥶🥶🥶🥶

2023-06-25

😁😁😁😁😁😁😁

2023-06-24

🤗🤗🤗🤗🤗🤗🤗

2023-06-20

😬😬😬😬🥰🥰🥰😘😘😘

2023-03-10

So good app. Not just invest only. Also include other one. Like can watch video, getting any news,get some rewards,can share your article.pretty good.

03-02

[得意] [得意] [得意] [得意]

2023-06-09

[比心] [比心] [比心] [比心] [比心] [比心] [比心] [比心] [比心] [比心]

03-11

[得意] [得意] [得意]

宁德时代大涨超10%！大摩上调其评级至超配，目标价至210元

2023-06-21

😶‍🌫️😶‍🌫️😶‍🌫️😶‍🌫️😶‍🌫️😶‍🌫️🥶🥶🥶🥶

2023-06-18

🤗🤗🤗😬😬😬😬

2023-06-15

😁😁💖💖🌟🌟

2023-06-09

[比心] [比心]

@JC888:Coinbase (1) - (0) SEC. RobinHood As Witness.

05-01 13:24

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@Tiger_Earnings:AMD ER overview: Q1 slightly beat, but shares drop on in-line guidance for Q2

04-29

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@nerdbull1669:$1.4T US liquidity spike Might Help A Bitcoin Bull Market Run

04-29

[龇牙] [龇牙] [龇牙]

@ASX_Stars:Weekly | ResMed Jumps 10% on Strong Quarterly Update!

04-27

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@JC888:TSLA: Earnings plunged & Blind Faith remains!

Go to Tiger App to see more news

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However, Wall Street expressed dissatisfaction with its AI chip-driven growth.Key metrics:Non-GAAP EPS: $0.62, compared to the expected $0.61 Revenue: $5.47 billion, slightly surpassing the expected $5.46 billion AMD's Q1 revenue increased by 2% year-over-year to $5.47 billion, slightly exceeding market expectations but lower than Q4 2023's $6.17 billion.Data center revenue, including AI chips, surged by 80% year-over-year to $2.3 billion, marking the highest quarterly revenue in the business's history. CEO Lisa Su mentioned that major companies like Microsoft, Meta, and","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> reported slightly higher-than-expected revenue and EPS for Q1, along with Q2 guidance showing a 6% year-over-year increase, in line with expectations. However, Wall Street expressed dissatisfaction with its AI chip-driven growth.Key metrics:Non-GAAP EPS: $0.62, compared to the expected $0.61 Revenue: $5.47 billion, slightly surpassing the expected $5.46 billion AMD's Q1 revenue increased by 2% year-over-year to $5.47 billion, slightly exceeding market expectations but lower than Q4 2023's $6.17 billion.Data center revenue, including AI chips, surged by 80% year-over-year to $2.3 billion, marking the highest quarterly revenue in the business's history. CEO Lisa Su mentioned that major companies like Microsoft, Meta, and","text":"$Advanced Micro Devices(AMD)$ reported slightly higher-than-expected revenue and EPS for Q1, along with Q2 guidance showing a 6% year-over-year increase, in line with expectations. However, Wall Street expressed dissatisfaction with its AI chip-driven growth.Key metrics:Non-GAAP EPS: $0.62, compared to the expected $0.61 Revenue: $5.47 billion, slightly surpassing the expected $5.46 billion AMD's Q1 revenue increased by 2% year-over-year to $5.47 billion, slightly exceeding market expectations but lower than Q4 2023's $6.17 billion.Data center revenue, including AI chips, surged by 80% year-over-year to $2.3 billion, marking the highest quarterly revenue in the business's history. CEO Lisa Su mentioned that major companies like Microsoft, Meta, and","images":[{"img":"https://community-static.tradeup.com/news/c0bfb26aabc70eba1c398b0f86dabeec","width":"1080","height":"1080"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/301113890787408","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300425478975624,"gmtCreate":1714365486784,"gmtModify":1714365488741,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus Pink","avatar":"https://community-static.tradeup.com/news/39e934cbdc05761469dbe8569c8d86af","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"[龇牙] [龇牙] [龇牙]","listText":"[龇牙] [龇牙] [龇牙]","text":"[龇牙] [龇牙] [龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300425478975624","repostId":"300354188939400","repostType":1,"repost":{"id":300354188939400,"gmtCreate":1714348081990,"gmtModify":1714355334136,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":2,"crmLevelSwitch":0},"themes":[],"title":"$1.4T US liquidity spike Might Help A Bitcoin Bull Market Run","htmlText":"If we look at how the economic data played out last week, we could see <a href=\"https://ttm.financial/FUT/BTCmain\">$CME Bitcoin - main 2405(BTCmain)$</a> experiencing a “re-acceleration” of its bull market, this new US economic shifts might trigger a liquidity comes roaring back to the economy this week. Forget About The Fed. Crypto Bull Market is Next The market expectation of a rate cut this coming 01 May 2024, look like almost impossible, with only 2.5% possibility, this is what Bitcoin and altcoins think of little hope for U.S. Federal Reserve dropping interest rates soon to attract more liquidity into the economy. Actually we should be watching Treasury Secretary Janet Yellen, instead of Fed for the liquidity flow. On 29 April 2024, the U.S. Treasury will release the quarterly refund","listText":"If we look at how the economic data played out last week, we could see <a href=\"https://ttm.financial/FUT/BTCmain\">$CME Bitcoin - main 2405(BTCmain)$</a> experiencing a “re-acceleration” of its bull market, this new US economic shifts might trigger a liquidity comes roaring back to the economy this week. Forget About The Fed. Crypto Bull Market is Next The market expectation of a rate cut this coming 01 May 2024, look like almost impossible, with only 2.5% possibility, this is what Bitcoin and altcoins think of little hope for U.S. Federal Reserve dropping interest rates soon to attract more liquidity into the economy. Actually we should be watching Treasury Secretary Janet Yellen, instead of Fed for the liquidity flow. On 29 April 2024, the U.S. Treasury will release the quarterly refund","text":"If we look at how the economic data played out last week, we could see $CME Bitcoin - main 2405(BTCmain)$ experiencing a “re-acceleration” of its bull market, this new US economic shifts might trigger a liquidity comes roaring back to the economy this week. Forget About The Fed. Crypto Bull Market is Next The market expectation of a rate cut this coming 01 May 2024, look like almost impossible, with only 2.5% possibility, this is what Bitcoin and altcoins think of little hope for U.S. Federal Reserve dropping interest rates soon to attract more liquidity into the economy. Actually we should be watching Treasury Secretary Janet Yellen, instead of Fed for the liquidity flow. On 29 April 2024, the U.S. Treasury will release the quarterly refund","images":[{"img":"https://community-static.tradeup.com/news/c750e8d0ab1d2fe3792614c150bf10a2","width":"473","height":"570"},{"img":"https://community-static.tradeup.com/news/90259eb7aa770bb8a3a3fc78c73b35b8","width":"1138","height":"397"},{"img":"https://community-static.tradeup.com/news/8956159d8221eb4adc1a2bd1ddbdbdf7","width":"1118","height":"501"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300354188939400","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300425349693576,"gmtCreate":1714365455222,"gmtModify":1714365457863,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus Pink","avatar":"https://community-static.tradeup.com/news/39e934cbdc05761469dbe8569c8d86af","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"[龇牙] [龇牙] [龇牙]","listText":"[龇牙] [龇牙] [龇牙]","text":"[龇牙] [龇牙] [龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300425349693576","repostId":"299805942845440","repostType":1,"repost":{"id":299805942845440,"gmtCreate":1714200566829,"gmtModify":1714271610347,"author":{"id":"3527667671935448","authorId":"3527667671935448","name":"ASX_Stars","avatar":"https://community-static.tradeup.com/news/48bcfb89e2c095e8e61fbfabac76d78a","crmLevel":0,"crmLevelSwitch":0},"themes":[],"title":"Weekly | ResMed Jumps 10% on Strong Quarterly Update!","htmlText":"As of the close on Friday, <a href=\"https://ttm.financial/S/XJO.AU\">$S&amp;P/ASX 200(XJO.AU)$</a>&nbsp;closed at 7,575.90 on Friday,&nbsp;down 0.87% in the&nbsp;past&nbsp;5&nbsp;days.&nbsp;1. <a href=\"https://ttm.financial/S/RMD.AU\">$Resmed DRC(RMD.AU)$</a> +14.01%The ResMed Inc share price is avoiding the market selloff and racing higher on Friday. In early trade, the sleep disorder treatment company's shares are up an impressive 10% to $31.50.TLX stock rose 14.01% this week primarily due to Investors have been fighting to get hold of the company's shares following the release of its third quarter update.Another big positive was the company's gross margin, which improved 260 basis points to 57.9% on a GAAP basis and 240 basis points to 58.5% on a non-GAAP basis. This was ahead of the cons","listText":"As of the close on Friday, <a href=\"https://ttm.financial/S/XJO.AU\">$S&amp;P/ASX 200(XJO.AU)$</a>&nbsp;closed at 7,575.90 on Friday,&nbsp;down 0.87% in the&nbsp;past&nbsp;5&nbsp;days.&nbsp;1. <a href=\"https://ttm.financial/S/RMD.AU\">$Resmed DRC(RMD.AU)$</a> +14.01%The ResMed Inc share price is avoiding the market selloff and racing higher on Friday. In early trade, the sleep disorder treatment company's shares are up an impressive 10% to $31.50.TLX stock rose 14.01% this week primarily due to Investors have been fighting to get hold of the company's shares following the release of its third quarter update.Another big positive was the company's gross margin, which improved 260 basis points to 57.9% on a GAAP basis and 240 basis points to 58.5% on a non-GAAP basis. This was ahead of the cons","text":"As of the close on Friday, $S&P/ASX 200(XJO.AU)$ closed at 7,575.90 on Friday, down 0.87% in the past 5 days. 1. $Resmed DRC(RMD.AU)$ +14.01%The ResMed Inc share price is avoiding the market selloff and racing higher on Friday. In early trade, the sleep disorder treatment company's shares are up an impressive 10% to $31.50.TLX stock rose 14.01% this week primarily due to Investors have been fighting to get hold of the company's shares following the release of its third quarter update.Another big positive was the company's gross margin, which improved 260 basis points to 57.9% on a GAAP basis and 240 basis points to 58.5% on a non-GAAP basis. This was ahead of the cons","images":[{"img":"https://community-static.tradeup.com/news/24dbafc0062434206e9a1e864c9e6dc0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299805942845440","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":299731666538608,"gmtCreate":1714196181246,"gmtModify":1714196183971,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus Pink","avatar":"https://community-static.tradeup.com/news/39e934cbdc05761469dbe8569c8d86af","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"[龇牙] [龇牙] [龇牙]","listText":"[龇牙] [龇牙] [龇牙]","text":"[龇牙] [龇牙] [龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299731666538608","repostId":"299502549360664","repostType":1,"repost":{"id":299502549360664,"gmtCreate":1714140158507,"gmtModify":1714196402056,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/f3e3c0218599fca5c4e265ddbee1fb32","crmLevel":4,"crmLevelSwitch":1},"themes":[],"title":"TSLA: Earnings plunged & Blind Faith remains!","htmlText":"Which is the Evil twin and Good twin? Q1 2024 Results. Tesla finally released its Q1 2024 earnings and it was not a pretty sight. Actuals vs Wall Street expectations: (analysts surveyed by LSEG): Tesla Q1 2024 Revenue Revenue:&nbsp;$21.30 billion vs. $22.15 billion expected. (see above) Earnings per share:&nbsp;$0.45 (adjusted) vs. $0.51 expected. Operating profit margins: 5.5% vs. 6.6% expected Other Key Metrics and YoY comparison. A high-level comparison of other key earnings metrics shows the extent of the “bad” results. (see below) Revenue declined from $23.33 billion (YoY) and from $25.17 billion in Q4 2023. Net income dropped -55% from $2.51 billion to $1.13 billion YoY. EPS dropped -53.42% from $0.73 cents a share to $0.34 a share YoY. Free Cash Flow. Tesla’s free cash flow w","listText":"Which is the Evil twin and Good twin? Q1 2024 Results. Tesla finally released its Q1 2024 earnings and it was not a pretty sight. Actuals vs Wall Street expectations: (analysts surveyed by LSEG): Tesla Q1 2024 Revenue Revenue:&nbsp;$21.30 billion vs. $22.15 billion expected. (see above) Earnings per share:&nbsp;$0.45 (adjusted) vs. $0.51 expected. Operating profit margins: 5.5% vs. 6.6% expected Other Key Metrics and YoY comparison. A high-level comparison of other key earnings metrics shows the extent of the “bad” results. (see below) Revenue declined from $23.33 billion (YoY) and from $25.17 billion in Q4 2023. Net income dropped -55% from $2.51 billion to $1.13 billion YoY. EPS dropped -53.42% from $0.73 cents a share to $0.34 a share YoY. Free Cash Flow. Tesla’s free cash flow w","text":"Which is the Evil twin and Good twin? Q1 2024 Results. Tesla finally released its Q1 2024 earnings and it was not a pretty sight. Actuals vs Wall Street expectations: (analysts surveyed by LSEG): Tesla Q1 2024 Revenue Revenue: $21.30 billion vs. $22.15 billion expected. (see above) Earnings per share: $0.45 (adjusted) vs. $0.51 expected. Operating profit margins: 5.5% vs. 6.6% expected Other Key Metrics and YoY comparison. A high-level comparison of other key earnings metrics shows the extent of the “bad” results. (see below) Revenue declined from $23.33 billion (YoY) and from $25.17 billion in Q4 2023. Net income dropped -55% from $2.51 billion to $1.13 billion YoY. EPS dropped -53.42% from $0.73 cents a share to $0.34 a share YoY. Free Cash Flow. Tesla’s free cash flow w","images":[{"img":"https://community-static.tradeup.com/news/4aa4eec841453baa5b638e99f3a7af16","width":"653","height":"175"},{"img":"https://community-static.tradeup.com/news/f11a7ab555ca5f4f897da295fcb7bfd9","width":"886","height":"496"},{"img":"https://community-static.tradeup.com/news/d65ad950b7dff854507b71b0300851bb","width":"617","height":"310"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299502549360664","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":12,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":298920164712464,"gmtCreate":1714010472217,"gmtModify":1714010474728,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus Pink","avatar":"https://community-static.tradeup.com/news/39e934cbdc05761469dbe8569c8d86af","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"[龇牙] [龇牙]","listText":"[龇牙] [龇牙]","text":"[龇牙] [龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/298920164712464","repostId":"298687773995016","repostType":1,"repost":{"id":298687773995016,"gmtCreate":1713953956000,"gmtModify":1713965457817,"author":{"id":"4103332230805300","authorId":"4103332230805300","name":"Smartkarma Research Network","avatar":"https://community-static.tradeup.com/news/39fffba2ff205c2730b5bf07e3de6647","crmLevel":0,"crmLevelSwitch":0},"themes":[],"title":"F3Q24 Quarterly Preview; A High Bar, But Execution to Match","htmlText":"⬆ $Microsoft Corp(MSFT)$ - Microsoft reports F3Q24 results on Thursday, April 25, after market close. Sentiment has been strongly positive on Microsoft with AI dominating... Continue reading on Smartkarma:- https://www.smartkarma.com/insights/f3q24-quarterly-preview-a-high-bar-but-execution-to-match?utm_source=tiger_community By CGS CIMB Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/cgs-cimb-research?utm_source=tiger_community On Microsoft Corp (MSFT):- https://www.smartkarma.com/entities/microsoft-corp?utm_source=tiger_community","listText":"⬆ $Microsoft Corp(MSFT)$ - Microsoft reports F3Q24 results on Thursday, April 25, after market close. Sentiment has been strongly positive on Microsoft with AI dominating... Continue reading on Smartkarma:- https://www.smartkarma.com/insights/f3q24-quarterly-preview-a-high-bar-but-execution-to-match?utm_source=tiger_community By CGS CIMB Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/cgs-cimb-research?utm_source=tiger_community On Microsoft Corp (MSFT):- https://www.smartkarma.com/entities/microsoft-corp?utm_source=tiger_community","text":"⬆ $Microsoft Corp(MSFT)$ - Microsoft reports F3Q24 results on Thursday, April 25, after market close. Sentiment has been strongly positive on Microsoft with AI dominating... Continue reading on Smartkarma:- https://www.smartkarma.com/insights/f3q24-quarterly-preview-a-high-bar-but-execution-to-match?utm_source=tiger_community By CGS CIMB Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/cgs-cimb-research?utm_source=tiger_community On Microsoft Corp (MSFT):- https://www.smartkarma.com/entities/microsoft-corp?utm_source=tiger_community","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/298687773995016","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":298342320291880,"gmtCreate":1713855459177,"gmtModify":1713855462048,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus Pink","avatar":"https://community-static.tradeup.com/news/39e934cbdc05761469dbe8569c8d86af","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"[得意] [得意] [得意]","listText":"[得意] [得意] [得意]","text":"[得意] [得意] [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/298342320291880","repostId":"298242421883144","repostType":1,"repost":{"id":298242421883144,"gmtCreate":1713841778090,"gmtModify":1713852592910,"author":{"id":"4144404336921072","authorId":"4144404336921072","name":"HK窝轮女神Fifi","avatar":"https://community-static.tradeup.com/news/aa3b977bf4ca81f89830a2bedec402db","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"【財報解讀】招金礦業24財年一季度每股收益大幅增長約138%","htmlText":"<a href=\"https://ttm.financial/S/01818\">$招金礦業(01818)$</a> 昨日發佈24財年Q1財報。 其中，營業收入19.81億元，同比增長13.94%；每股收益0.07元，同比大幅增長137.96&amp;。 財報解讀： （一）營業收入增長： 增長13.94%的營業收入，表明公司的主營業務有所擴張或者銷售額增加。 （二）每股收益增長： 每股收益大幅增長137.96%，是一個顯著的指標，表明公司的盈利能力得到了顯著提升。 （三）當前市盈率45.73，僅高於歷史數據6%，表明招金礦業目前估值極低。 （四）本季度資產負債率略有回升，表明進入24年後，企業風險有所加大。 （五）行業比較： 我們將招金礦業當前的市盈率數據，與同行業其他公司進行比較，發現招金處於行業最末，無競爭優勢。 總結： 綜上所述，我們通過詳細分析招金礦業的財報數據，更全面地瞭解公司的業績表現和潛在投資價值。 雖然本季度營業收入與每股收益同比均有顯著提升，但是招金礦業仍處於行業最末尾，無競爭優勢，目前不考慮介入。 免責聲明：上述內容僅代表個人觀點，僅供參考，不構成任何投資建議。股市有風險，投資需謹慎。","listText":"<a href=\"https://ttm.financial/S/01818\">$招金礦業(01818)$</a> 昨日發佈24財年Q1財報。 其中，營業收入19.81億元，同比增長13.94%；每股收益0.07元，同比大幅增長137.96&amp;。 財報解讀： （一）營業收入增長： 增長13.94%的營業收入，表明公司的主營業務有所擴張或者銷售額增加。 （二）每股收益增長： 每股收益大幅增長137.96%，是一個顯著的指標，表明公司的盈利能力得到了顯著提升。 （三）當前市盈率45.73，僅高於歷史數據6%，表明招金礦業目前估值極低。 （四）本季度資產負債率略有回升，表明進入24年後，企業風險有所加大。 （五）行業比較： 我們將招金礦業當前的市盈率數據，與同行業其他公司進行比較，發現招金處於行業最末，無競爭優勢。 總結： 綜上所述，我們通過詳細分析招金礦業的財報數據，更全面地瞭解公司的業績表現和潛在投資價值。 雖然本季度營業收入與每股收益同比均有顯著提升，但是招金礦業仍處於行業最末尾，無競爭優勢，目前不考慮介入。 免責聲明：上述內容僅代表個人觀點，僅供參考，不構成任何投資建議。股市有風險，投資需謹慎。","text":"$招金礦業(01818)$ 昨日發佈24財年Q1財報。 其中，營業收入19.81億元，同比增長13.94%；每股收益0.07元，同比大幅增長137.96&。 財報解讀： （一）營業收入增長： 增長13.94%的營業收入，表明公司的主營業務有所擴張或者銷售額增加。 （二）每股收益增長： 每股收益大幅增長137.96%，是一個顯著的指標，表明公司的盈利能力得到了顯著提升。 （三）當前市盈率45.73，僅高於歷史數據6%，表明招金礦業目前估值極低。 （四）本季度資產負債率略有回升，表明進入24年後，企業風險有所加大。 （五）行業比較： 我們將招金礦業當前的市盈率數據，與同行業其他公司進行比較，發現招金處於行業最末，無競爭優勢。 總結： 綜上所述，我們通過詳細分析招金礦業的財報數據，更全面地瞭解公司的業績表現和潛在投資價值。 雖然本季度營業收入與每股收益同比均有顯著提升，但是招金礦業仍處於行業最末尾，無競爭優勢，目前不考慮介入。 免責聲明：上述內容僅代表個人觀點，僅供參考，不構成任何投資建議。股市有風險，投資需謹慎。","images":[{"img":"https://community-static.tradeup.com/news/ee3a0066fefe7826356f2f3b723deef5","width":"1125","height":"594"},{"img":"https://community-static.tradeup.com/news/457d9d9b5be08f9053541696f401c03b","width":"1125","height":"1092"},{"img":"https://community-static.tradeup.com/news/85ce764470a88201bf569ae3353617b2","width":"1125","height":"1219"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/298242421883144","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":297636206940272,"gmtCreate":1713693775849,"gmtModify":1713693779220,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus Pink","avatar":"https://community-static.tradeup.com/news/39e934cbdc05761469dbe8569c8d86af","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"[得意] [得意]","listText":"[得意] [得意]","text":"[得意] [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/297636206940272","isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":297212473049360,"gmtCreate":1713590325773,"gmtModify":1713590329281,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus Pink","avatar":"https://community-static.tradeup.com/news/39e934cbdc05761469dbe8569c8d86af","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"[难过]&nbsp;&nbsp;[难过]&nbsp;&nbsp;[难过]&nbsp;&nbsp;[难过]&nbsp;&nbsp;","listText":"[难过]&nbsp;&nbsp;[难过]&nbsp;&nbsp;[难过]&nbsp;&nbsp;[难过]&nbsp;&nbsp;","text":"[难过] [难过] [难过] [难过]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/297212473049360","repostId":"1111120625","repostType":4,"repost":{"id":"1111120625","pubTimestamp":1713575143,"share":"https://www.laohu8.com/m/news/1111120625?lang=&edition=full","pubTime":"2024-04-20 09:05","market":"us","language":"zh","title":"超微电脑带崩英伟达等AI概念股，全因一份新闻稿？","url":"https://stock-news.laohu8.com/highlight/detail?id=1111120625","media":"华尔街见闻","summary":"大牛股超微电脑的一则消息令美股芯片股和AI概念股集体重挫。","content":"<html><head></head><body><p><strong>4月19日周五，“一年十倍股”超微电脑（SMCI）暴跌23%，创两个多月新低。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f40b1c735496a12119321f8cf712a8a2\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\"><strong>超微电脑在周五的一份简短新闻稿中表示，将于4月30日公布第三财季业绩。然而，该公司打破了此前提供初步业绩的惯例，这引发投资者担心，疯狂减持该股。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e34281c66cbde98bf21066b304f4314\" tg-width=\"640\" tg-height=\"301\"/></p><p style=\"text-align: justify;\">回顾今年1月份，超微电脑在宣布第二季度财报的11天前，上调了销售和盈利指引。亮眼的业绩预告令超微股价暴力拉升，也推动了今年一季度AI概念股的最新一波汹涌上涨。</p><p style=\"text-align: justify;\">市场普遍认为，超微公司没有给出积极的预先声明，这被认为是负面的，特别是当前正值重要的人工智能领域的时点，这加剧了市场的担忧。如果本次业绩再次出色，他们很可能会说些什么，所以令人担忧。</p><p style=\"text-align: justify;\"><strong>需要注意的是，超微公司周五未就媒体询问进行回应。</strong></p><p style=\"text-align: justify;\"><strong>有分析文章提到另一个情况：目前所谓超微直签H100的越来越多，以前也有，只不过现在交期越来越短，1-1.5个月。</strong></p><p style=\"text-align: justify;\">超微生产计算机并将其出售给企业，用于网站服务器、数据存储和AI训练等业务。英伟达、NASA、日本电器都是其合作伙伴。超微电脑股价近年来的飙涨，主要原因在于市场对其服务器（AI芯片的基础设施）的强劲需求。对于超微来说，谁赢得人工智能竞赛并不重要。因为如果你购买人工智能芯片，无论是从英伟达还是其他公司购入，你都需要接入并冷却芯片——这就是超微的用武之地。</p><p style=\"text-align: justify;\">超微计算机是2022年和2023年表现最亮眼的科技股之一，去年暴涨246%，前年涨幅也高达87%。超微周五的暴跌，使其成为当日标普500指数成分股中跌幅最大的公司，该公司上个月刚刚加入标普500指数。截至周五收盘，超微公司已较今年创下的高点累计下跌超过40%，不过年内仍有约150%的涨幅。</p><p style=\"text-align: justify;\">超微也拖垮了包括英伟达在内的一众科技股，芯片股和AI概念股是重灾区，周五惨跌。这些科技公司并没有任何可能导致股价暴跌的消息发布。</p><p style=\"text-align: justify;\"><strong>英伟达周五重挫10%，创2020年新冠疫情爆发初期以来最大单日跌幅，</strong>盘中市值跌至1.9万亿美元，创两个月新低。自去年10月以来，英伟达的收盘价都从未低于50日移动平均线，这是关键的技术性关口。英伟达两倍做多ETF跌20%。“英伟达概念股”SoundHound跌超7%。</p><p style=\"text-align: justify;\">其余重要科技股方面，Arm跌近17%，AMD跌超5%，Meta跌超4%，英特尔跌2.4%，微软、苹果跌超1.2%。</p><p style=\"text-align: justify;\"><strong>事实上，这并非超微公司第一次带崩英伟达等AI概念股。去年8月，超微单日暴跌超23%，也拖累英伟达当日大跌近5%。</strong></p><p style=\"text-align: justify;\">纳指也遭到拖累，重挫超2%，延续近期颓势，与当日还在上涨的道指形成鲜明反差。技术指标显示，纳指明显进入超跌阶段。不过需要说明的是，技术性超跌并不意味着之后一定会反弹。</p><p style=\"text-align: justify;\"><strong>本周半导体、AI等科技股的加速下跌始于欧洲最高市值科技公司阿斯麦（ASML）财报。</strong>ASML一季度新订单总值远逊预期，环比剧减61%。此前，2023年第四季度其订单额创下纪录。ASML解释称，新订单下滑主要是由于最先进的EUV光刻机需求大幅下降。市场认为，ASML公布的业绩可能是针对未来将公布财报的科技巨头的预警。</p><p style=\"text-align: justify;\">就在ASML公布财报后仅一天，全球最大芯片代工厂、中国台湾的台积电发布了喜忧参半的财报。受益于AI需求强劲，台积电一季度净利润一年来首次增长，但其下调全球晶圆代工业增长预期，令公司股价明显下挫，也加剧了市场对整体科技股的担忧。</p><p style=\"text-align: justify;\">有分析指出，人们似乎认为人工智能交易会永远上涨。它变得拥挤，现在正在猛烈回撤。这是一场科技股的崩盘，是资金从科技股中撤出来，特别是从大热的人工智能类交易中回撤。</p><p style=\"text-align: justify;\">另有分析指出，自去年AI行情启动以来，整个板块、乃至美股，都没有出现过特别明显的回调，可以说是连续涨了一年半的时间。<strong>本次调整，更有可能是一次健康的回调，大资金不会轻易离开AI这个牌桌。接下来应该高度关注英伟达业绩，以及重要科技公司今年资本开支的情况。不过，市场再度向上需要增量资金，这可能需要新的“宏大叙事”。</strong></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>超微电脑带崩英伟达等AI概念股，全因一份新闻稿？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n超微电脑带崩英伟达等AI概念股，全因一份新闻稿？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-20 09:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3713169><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月19日周五，“一年十倍股”超微电脑（SMCI）暴跌23%，创两个多月新低。超微电脑在周五的一份简短新闻稿中表示，将于4月30日公布第三财季业绩。然而，该公司打破了此前提供初步业绩的惯例，这引发投资者担心，疯狂减持该股。回顾今年1月份，超微电脑在宣布第二季度财报的11天前，上调了销售和盈利指引。亮眼的业绩预告令超微股价暴力拉升，也推动了今年一季度AI概念股的最新一波汹涌上涨。市场普遍认为，超微...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3713169\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达","SOUN":"SoundHound AI Inc","SMCI":"超微电脑"},"source_url":"https://wallstreetcn.com/articles/3713169","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1111120625","content_text":"4月19日周五，“一年十倍股”超微电脑（SMCI）暴跌23%，创两个多月新低。超微电脑在周五的一份简短新闻稿中表示，将于4月30日公布第三财季业绩。然而，该公司打破了此前提供初步业绩的惯例，这引发投资者担心，疯狂减持该股。回顾今年1月份，超微电脑在宣布第二季度财报的11天前，上调了销售和盈利指引。亮眼的业绩预告令超微股价暴力拉升，也推动了今年一季度AI概念股的最新一波汹涌上涨。市场普遍认为，超微公司没有给出积极的预先声明，这被认为是负面的，特别是当前正值重要的人工智能领域的时点，这加剧了市场的担忧。如果本次业绩再次出色，他们很可能会说些什么，所以令人担忧。需要注意的是，超微公司周五未就媒体询问进行回应。有分析文章提到另一个情况：目前所谓超微直签H100的越来越多，以前也有，只不过现在交期越来越短，1-1.5个月。超微生产计算机并将其出售给企业，用于网站服务器、数据存储和AI训练等业务。英伟达、NASA、日本电器都是其合作伙伴。超微电脑股价近年来的飙涨，主要原因在于市场对其服务器（AI芯片的基础设施）的强劲需求。对于超微来说，谁赢得人工智能竞赛并不重要。因为如果你购买人工智能芯片，无论是从英伟达还是其他公司购入，你都需要接入并冷却芯片——这就是超微的用武之地。超微计算机是2022年和2023年表现最亮眼的科技股之一，去年暴涨246%，前年涨幅也高达87%。超微周五的暴跌，使其成为当日标普500指数成分股中跌幅最大的公司，该公司上个月刚刚加入标普500指数。截至周五收盘，超微公司已较今年创下的高点累计下跌超过40%，不过年内仍有约150%的涨幅。超微也拖垮了包括英伟达在内的一众科技股，芯片股和AI概念股是重灾区，周五惨跌。这些科技公司并没有任何可能导致股价暴跌的消息发布。英伟达周五重挫10%，创2020年新冠疫情爆发初期以来最大单日跌幅，盘中市值跌至1.9万亿美元，创两个月新低。自去年10月以来，英伟达的收盘价都从未低于50日移动平均线，这是关键的技术性关口。英伟达两倍做多ETF跌20%。“英伟达概念股”SoundHound跌超7%。其余重要科技股方面，Arm跌近17%，AMD跌超5%，Meta跌超4%，英特尔跌2.4%，微软、苹果跌超1.2%。事实上，这并非超微公司第一次带崩英伟达等AI概念股。去年8月，超微单日暴跌超23%，也拖累英伟达当日大跌近5%。纳指也遭到拖累，重挫超2%，延续近期颓势，与当日还在上涨的道指形成鲜明反差。技术指标显示，纳指明显进入超跌阶段。不过需要说明的是，技术性超跌并不意味着之后一定会反弹。本周半导体、AI等科技股的加速下跌始于欧洲最高市值科技公司阿斯麦（ASML）财报。ASML一季度新订单总值远逊预期，环比剧减61%。此前，2023年第四季度其订单额创下纪录。ASML解释称，新订单下滑主要是由于最先进的EUV光刻机需求大幅下降。市场认为，ASML公布的业绩可能是针对未来将公布财报的科技巨头的预警。就在ASML公布财报后仅一天，全球最大芯片代工厂、中国台湾的台积电发布了喜忧参半的财报。受益于AI需求强劲，台积电一季度净利润一年来首次增长，但其下调全球晶圆代工业增长预期，令公司股价明显下挫，也加剧了市场对整体科技股的担忧。有分析指出，人们似乎认为人工智能交易会永远上涨。它变得拥挤，现在正在猛烈回撤。这是一场科技股的崩盘，是资金从科技股中撤出来，特别是从大热的人工智能类交易中回撤。另有分析指出，自去年AI行情启动以来，整个板块、乃至美股，都没有出现过特别明显的回调，可以说是连续涨了一年半的时间。本次调整，更有可能是一次健康的回调，大资金不会轻易离开AI这个牌桌。接下来应该高度关注英伟达业绩，以及重要科技公司今年资本开支的情况。不过，市场再度向上需要增量资金，这可能需要新的“宏大叙事”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":297212354167056,"gmtCreate":1713590296749,"gmtModify":1713590299409,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus Pink","avatar":"https://community-static.tradeup.com/news/39e934cbdc05761469dbe8569c8d86af","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"[得意]&nbsp;&nbsp;[得意]&nbsp;&nbsp;[得意]&nbsp;&nbsp;","listText":"[得意]&nbsp;&nbsp;[得意]&nbsp;&nbsp;[得意]&nbsp;&nbsp;","text":"[得意] [得意] [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/297212354167056","repostId":"1185921294","repostType":4,"repost":{"id":"1185921294","pubTimestamp":1713585257,"share":"https://www.laohu8.com/m/news/1185921294?lang=&edition=full","pubTime":"2024-04-20 11:54","market":"us","language":"zh","title":"英伟达本周跌掉3000亿美元，“七姐妹”市值蒸发近万亿！","url":"https://stock-news.laohu8.com/highlight/detail?id=1185921294","media":"华尔街见闻","summary":"“七姐妹”本周自去年10月以来首次跌穿50日均线。","content":"<html><head></head><body><p>受美联储降息推迟预期接连打压，本周（4月15日-4月19日）“美股七姐妹”股价暴跌，市值合计蒸发9500亿美元，为史上最惨一周。</p><p style=\"text-align: justify;\">从股价来看，特斯拉跌幅居首，本周大跌超过14%。但从市值蒸发金额看，苹果、微软、英伟达贡献最大，这三家公司市值远超特斯拉。</p><p style=\"text-align: justify;\"><strong>英伟达是本周市值损失最惨烈的科技巨头，蒸发近3000亿美元，远超竞争对手AMD 2370亿美元的总市值。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02c0ccba20b647a14007fc5f87b8ef28\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">本周英伟达股价重挫13.6%，创下自2022年9月2日以来最惨一周。</p><p style=\"text-align: justify;\">道琼斯市场数据显示，周五收盘英伟达股价暴跌10%，创2020年3月16日以来最大单日跌幅。股价暴跌近85美元，刷新历史最大单日跌幅纪录。</p><p style=\"text-align: justify;\">瑞穗证券驻场分析师Jordan Klein表示，芯片领域“整个行业出现回撤”，过去一周左右时间里，回撤速度一天比一天快。</p><p style=\"text-align: justify;\">仅周五一天，英伟达市值就蒸发了2120亿美元，刷新公司历史纪录，超过此前2024年3月8日1290亿美元的市值蒸发。这也是美国企业史上第二大单日市值蒸发。</p><p style=\"text-align: justify;\">本周“七姐妹”股价全线下挫，特斯拉领跌，跌幅为14.03%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9fe917825974821176f936290a8bef14\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">本周特斯拉市值缩水760亿美元至4680亿美元左右，排名在美国上市公司中一路下滑至第14位。特斯拉市值周四被沃尔玛赶超，周五又被埃克森美孚赶超，从2023年1月到上周，特斯拉市值排名一直在这两家公司前面。</p><p style=\"text-align: justify;\">此外，本周苹果市值蒸发1780亿美元，微软市值缩水1690亿美元，亚马逊市值蒸发1180亿美元，谷歌母公司Alphabet市值缩水410亿美元，Meta市值缩水680亿美元。</p><p style=\"text-align: justify;\">“七姐妹”本周自去年10月以来首次跌穿50日均线，市值合计蒸发9500亿美元，远超2022年1月创下的8720亿美元纪录。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/079ec6d0f320bfa556c7ef0d73cc2027\" title=\"\" tg-width=\"640\" tg-height=\"382\"/></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>英伟达本周跌掉3000亿美元，“七姐妹”市值蒸发近万亿！</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达本周跌掉3000亿美元，“七姐妹”市值蒸发近万亿！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-20 11:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3713181><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>受美联储降息推迟预期接连打压，本周（4月15日-4月19日）“美股七姐妹”股价暴跌，市值合计蒸发9500亿美元，为史上最惨一周。从股价来看，特斯拉跌幅居首，本周大跌超过14%。但从市值蒸发金额看，苹果、微软、英伟达贡献最大，这三家公司市值远超特斯拉。英伟达是本周市值损失最惨烈的科技巨头，蒸发近3000亿美元，远超竞争对手AMD 2370亿美元的总市值。本周英伟达股价重挫13.6%，创下自2022年...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3713181\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/27e006312f0bf9d82aabac1d9dfa3a1c","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://wallstreetcn.com/articles/3713181","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1185921294","content_text":"受美联储降息推迟预期接连打压，本周（4月15日-4月19日）“美股七姐妹”股价暴跌，市值合计蒸发9500亿美元，为史上最惨一周。从股价来看，特斯拉跌幅居首，本周大跌超过14%。但从市值蒸发金额看，苹果、微软、英伟达贡献最大，这三家公司市值远超特斯拉。英伟达是本周市值损失最惨烈的科技巨头，蒸发近3000亿美元，远超竞争对手AMD 2370亿美元的总市值。本周英伟达股价重挫13.6%，创下自2022年9月2日以来最惨一周。道琼斯市场数据显示，周五收盘英伟达股价暴跌10%，创2020年3月16日以来最大单日跌幅。股价暴跌近85美元，刷新历史最大单日跌幅纪录。瑞穗证券驻场分析师Jordan Klein表示，芯片领域“整个行业出现回撤”，过去一周左右时间里，回撤速度一天比一天快。仅周五一天，英伟达市值就蒸发了2120亿美元，刷新公司历史纪录，超过此前2024年3月8日1290亿美元的市值蒸发。这也是美国企业史上第二大单日市值蒸发。本周“七姐妹”股价全线下挫，特斯拉领跌，跌幅为14.03%。本周特斯拉市值缩水760亿美元至4680亿美元左右，排名在美国上市公司中一路下滑至第14位。特斯拉市值周四被沃尔玛赶超，周五又被埃克森美孚赶超，从2023年1月到上周，特斯拉市值排名一直在这两家公司前面。此外，本周苹果市值蒸发1780亿美元，微软市值缩水1690亿美元，亚马逊市值蒸发1180亿美元，谷歌母公司Alphabet市值缩水410亿美元，Meta市值缩水680亿美元。“七姐妹”本周自去年10月以来首次跌穿50日均线，市值合计蒸发9500亿美元，远超2022年1月创下的8720亿美元纪录。","news_type":1},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":296477123539072,"gmtCreate":1713419724656,"gmtModify":1713419728137,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus Pink","avatar":"https://community-static.tradeup.com/news/39e934cbdc05761469dbe8569c8d86af","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"[得意]&nbsp;&nbsp;[得意]&nbsp;&nbsp;[得意]&nbsp;&nbsp;","listText":"[得意]&nbsp;&nbsp;[得意]&nbsp;&nbsp;[得意]&nbsp;&nbsp;","text":"[得意] [得意] [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296477123539072","repostId":"1153843289","repostType":4,"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":296474043736232,"gmtCreate":1713418972841,"gmtModify":1713418976116,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus Pink","avatar":"https://community-static.tradeup.com/news/39e934cbdc05761469dbe8569c8d86af","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"[得意]&nbsp;&nbsp;[得意]&nbsp;&nbsp;[得意]&nbsp;&nbsp;","listText":"[得意]&nbsp;&nbsp;[得意]&nbsp;&nbsp;[得意]&nbsp;&nbsp;","text":"[得意] [得意] [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296474043736232","repostId":"1120938369","repostType":4,"repost":{"id":"1120938369","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":1713395876,"share":"https://www.laohu8.com/m/news/1120938369?lang=&edition=full","pubTime":"2024-04-18 07:17","market":"us","language":"zh","title":"市场消息：美光科技下周有望获得超过60亿美元芯片法案拨款","url":"https://stock-news.laohu8.com/highlight/detail?id=1120938369","media":"老虎资讯综合","summary":"4月18日，市场消息：$美光科技(MU)$正在纽约州、爱达荷州建厂，下周其有望获得超过60亿美元的芯片法案拨款。","content":"<html><head></head><body><p>4月18日，美国最大的计算机记忆晶片制造商<a href=\"https://laohu8.com/S/MU\">美光科技</a>有望获得美国商务部超过60亿美元的拨款，用于本土建厂项目费用。据知情人士透露，此事尚未最终敲定，最早可能在下周宣布。目前尚不清楚除了直接拨款外，美光科技是否还计画接受2022年《芯片和科学法案》可提供的贷款。美光科技正在纽约及其所在的爱达荷州建厂。初步协议宣布后，美光科技将进入数月的尽职调查，然后根据项目具体标准分批收到资金。</p><p>受此消息影响，美光科技盘后直线拉升，上涨2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/516c8dc34ae9c9c44bb62f62f70473da\" title=\"\" tg-width=\"870\" tg-height=\"832\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>市场消息：美光科技下周有望获得超过60亿美元芯片法案拨款</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市场消息：美光科技下周有望获得超过60亿美元芯片法案拨款\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\">2024-04-18 07:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月18日，美国最大的计算机记忆晶片制造商<a href=\"https://laohu8.com/S/MU\">美光科技</a>有望获得美国商务部超过60亿美元的拨款，用于本土建厂项目费用。据知情人士透露，此事尚未最终敲定，最早可能在下周宣布。目前尚不清楚除了直接拨款外，美光科技是否还计画接受2022年《芯片和科学法案》可提供的贷款。美光科技正在纽约及其所在的爱达荷州建厂。初步协议宣布后，美光科技将进入数月的尽职调查，然后根据项目具体标准分批收到资金。</p><p>受此消息影响，美光科技盘后直线拉升，上涨2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/516c8dc34ae9c9c44bb62f62f70473da\" title=\"\" tg-width=\"870\" tg-height=\"832\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"159813":"芯片","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","BK4512":"苹果概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","BK4554":"元宇宙及AR概念","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4532":"文艺复兴科技持仓","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","BK4553":"喜马拉雅资本持仓","BK4585":"ETF&股票定投概念","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4566":"资本集团","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","BK4527":"明星科技股","MU":"美光科技","BK4588":"碎股","BK4141":"半导体产品"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120938369","content_text":"4月18日，美国最大的计算机记忆晶片制造商美光科技有望获得美国商务部超过60亿美元的拨款，用于本土建厂项目费用。据知情人士透露，此事尚未最终敲定，最早可能在下周宣布。目前尚不清楚除了直接拨款外，美光科技是否还计画接受2022年《芯片和科学法案》可提供的贷款。美光科技正在纽约及其所在的爱达荷州建厂。初步协议宣布后，美光科技将进入数月的尽职调查，然后根据项目具体标准分批收到资金。受此消息影响，美光科技盘后直线拉升，上涨2%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":296474281193672,"gmtCreate":1713418934553,"gmtModify":1713418938514,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus Pink","avatar":"https://community-static.tradeup.com/news/39e934cbdc05761469dbe8569c8d86af","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"[爱你]&nbsp;&nbsp;[爱你]&nbsp;&nbsp;[爱你]&nbsp;&nbsp;[爱你]&nbsp;&nbsp;awesome one!&nbsp;","listText":"[爱你]&nbsp;&nbsp;[爱你]&nbsp;&nbsp;[爱你]&nbsp;&nbsp;[爱你]&nbsp;&nbsp;awesome one!&nbsp;","text":"[爱你] [爱你] [爱你] [爱你] awesome one!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296474281193672","repostId":"1176218593","repostType":4,"repost":{"id":"1176218593","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":1713418309,"share":"https://www.laohu8.com/m/news/1176218593?lang=&edition=full","pubTime":"2024-04-18 13:31","market":"us","language":"zh","title":"台积电Q1净利润2255亿新台币，收入和利润均超市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1176218593","media":"老虎资讯综合","summary":"4月18日，$台积电(TSM)$发布2024年第一季度业绩。财报显示，第一季度净利润2255亿新台币，市场预期2149亿新台币，上年同期2069亿新台币。第一季度毛利率53.1%，市场预期53%。一季度资本支出达到57.7亿美元。","content":"<html><head></head><body><p>4月18日，<a href=\"https://laohu8.com/S/TSM\">台积电</a>发布2024年第一季度业绩。财报显示，第一季度营收5926.4亿新台币，市场预期5834.6亿新台币，上年同期5086.3亿新台币；净利润2255亿新台币，市场预期2149亿新台币，上年同期2069亿新台币；每股收益8.7元新台币，市场预期8.28元新台币，上年同期7.98元新台币。</p><p>第一季度营业利润2490.2亿元新台币，同比增长7.7%，预估2408.7亿元新台币；第一季度毛利率53.1％，预估53％；营业利润率为 42%，净利润率为38%。</p><p>台积电表示，第一季度，3纳米的出货量占晶圆总收入的9%；5纳米占37%；7纳米占19%。先进技术，定义为7纳米及更先进的技术，占晶圆总收入的65%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53e636fe458b5041ebb6b02c7085c809\" title=\"\" tg-width=\"1047\" tg-height=\"535\"/></p><p><strong>第二季度指引强劲</strong></p><p>展望二季度，台积电预计，<strong>二季度的营收为196亿美元-204亿美元，市场预期在191亿美元左右。</strong></p><p>二季度，预计营业利润率为40%-42%，市场预期41.3%；毛利率为51%-53%，市场预期52.8%。</p><p></p><p><strong>台积电在业绩会上表示：</strong></p><blockquote><p>预计第二季度销售额196亿美元至204亿美元；预计第二季度营业利益率40%至42%，市场预期41.3%；预计第二季度毛利率51%至53%，市场预期52.8%。</p><p>电力成本从4月1日起增加了25%；预计更高的电力成本将提高其他成本；下半年业务将强于上半年；较高的电力成本将稀释全年毛利率60-70个基点。</p><p>本月台湾地震确实影响了一些晶圆厂，预计大部分损失的产能将在第二季度恢复。</p><p>仍然预测全年资本支出280亿美元至320亿美元；在2024年的资本支出中，70%-80%将用于先进技术。</p><p>2024年地缘政治的不确定性依然存在；以美元计算，2024年营收增长将达到20%区间中低端。</p><p>预计第二季度业务将受到3nm和5nm芯片的支持。</p><p>我们是人工智能应用的关键推动者。</p><p>扩大全球制造业对我们来说具有战略重要性；亚利桑那州的芯片厂有望在2025年上半年实现量产。</p><p>客户对N2（2纳米制程技术）非常感兴趣，预计将于2025年实现量产；N2将使我们能够在未来很好地抓住人工智能的机会。</p><p>预计从2026年第一季度末开始，N2芯片将产生可观的收入。</p></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>台积电Q1净利润2255亿新台币，收入和利润均超市场预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n台积电Q1净利润2255亿新台币，收入和利润均超市场预期\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\">2024-04-18 13:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月18日，<a href=\"https://laohu8.com/S/TSM\">台积电</a>发布2024年第一季度业绩。财报显示，第一季度营收5926.4亿新台币，市场预期5834.6亿新台币，上年同期5086.3亿新台币；净利润2255亿新台币，市场预期2149亿新台币，上年同期2069亿新台币；每股收益8.7元新台币，市场预期8.28元新台币，上年同期7.98元新台币。</p><p>第一季度营业利润2490.2亿元新台币，同比增长7.7%，预估2408.7亿元新台币；第一季度毛利率53.1％，预估53％；营业利润率为 42%，净利润率为38%。</p><p>台积电表示，第一季度，3纳米的出货量占晶圆总收入的9%；5纳米占37%；7纳米占19%。先进技术，定义为7纳米及更先进的技术，占晶圆总收入的65%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53e636fe458b5041ebb6b02c7085c809\" title=\"\" tg-width=\"1047\" tg-height=\"535\"/></p><p><strong>第二季度指引强劲</strong></p><p>展望二季度，台积电预计，<strong>二季度的营收为196亿美元-204亿美元，市场预期在191亿美元左右。</strong></p><p>二季度，预计营业利润率为40%-42%，市场预期41.3%；毛利率为51%-53%，市场预期52.8%。</p><p></p><p><strong>台积电在业绩会上表示：</strong></p><blockquote><p>预计第二季度销售额196亿美元至204亿美元；预计第二季度营业利益率40%至42%，市场预期41.3%；预计第二季度毛利率51%至53%，市场预期52.8%。</p><p>电力成本从4月1日起增加了25%；预计更高的电力成本将提高其他成本；下半年业务将强于上半年；较高的电力成本将稀释全年毛利率60-70个基点。</p><p>本月台湾地震确实影响了一些晶圆厂，预计大部分损失的产能将在第二季度恢复。</p><p>仍然预测全年资本支出280亿美元至320亿美元；在2024年的资本支出中，70%-80%将用于先进技术。</p><p>2024年地缘政治的不确定性依然存在；以美元计算，2024年营收增长将达到20%区间中低端。</p><p>预计第二季度业务将受到3nm和5nm芯片的支持。</p><p>我们是人工智能应用的关键推动者。</p><p>扩大全球制造业对我们来说具有战略重要性；亚利桑那州的芯片厂有望在2025年上半年实现量产。</p><p>客户对N2（2纳米制程技术）非常感兴趣，预计将于2025年实现量产；N2将使我们能够在未来很好地抓住人工智能的机会。</p><p>预计从2026年第一季度末开始，N2芯片将产生可观的收入。</p></blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ab46ee73bd1bbc4ed7da6a69f14e5d5","relate_stocks":{"LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","BK4527":"明星科技股","BK4526":"热门中概股","BK4588":"碎股","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","TSM":"台积电"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176218593","content_text":"4月18日，台积电发布2024年第一季度业绩。财报显示，第一季度营收5926.4亿新台币，市场预期5834.6亿新台币，上年同期5086.3亿新台币；净利润2255亿新台币，市场预期2149亿新台币，上年同期2069亿新台币；每股收益8.7元新台币，市场预期8.28元新台币，上年同期7.98元新台币。第一季度营业利润2490.2亿元新台币，同比增长7.7%，预估2408.7亿元新台币；第一季度毛利率53.1％，预估53％；营业利润率为 42%，净利润率为38%。台积电表示，第一季度，3纳米的出货量占晶圆总收入的9%；5纳米占37%；7纳米占19%。先进技术，定义为7纳米及更先进的技术，占晶圆总收入的65%。第二季度指引强劲展望二季度，台积电预计，二季度的营收为196亿美元-204亿美元，市场预期在191亿美元左右。二季度，预计营业利润率为40%-42%，市场预期41.3%；毛利率为51%-53%，市场预期52.8%。台积电在业绩会上表示：预计第二季度销售额196亿美元至204亿美元；预计第二季度营业利益率40%至42%，市场预期41.3%；预计第二季度毛利率51%至53%，市场预期52.8%。电力成本从4月1日起增加了25%；预计更高的电力成本将提高其他成本；下半年业务将强于上半年；较高的电力成本将稀释全年毛利率60-70个基点。本月台湾地震确实影响了一些晶圆厂，预计大部分损失的产能将在第二季度恢复。仍然预测全年资本支出280亿美元至320亿美元；在2024年的资本支出中，70%-80%将用于先进技术。2024年地缘政治的不确定性依然存在；以美元计算，2024年营收增长将达到20%区间中低端。预计第二季度业务将受到3nm和5nm芯片的支持。我们是人工智能应用的关键推动者。扩大全球制造业对我们来说具有战略重要性；亚利桑那州的芯片厂有望在2025年上半年实现量产。客户对N2（2纳米制程技术）非常感兴趣，预计将于2025年实现量产；N2将使我们能够在未来很好地抓住人工智能的机会。预计从2026年第一季度末开始，N2芯片将产生可观的收入。","news_type":1},"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":294441888878792,"gmtCreate":1712903571464,"gmtModify":1712903575143,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus Pink","avatar":"https://community-static.tradeup.com/news/39e934cbdc05761469dbe8569c8d86af","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"[得意]&nbsp;&nbsp;[得意]&nbsp;&nbsp;","listText":"[得意]&nbsp;&nbsp;[得意]&nbsp;&nbsp;","text":"[得意] [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/294441888878792","repostId":"2426526595","repostType":4,"repost":{"id":"2426526595","pubTimestamp":1712844192,"share":"https://www.laohu8.com/m/news/2426526595?lang=&edition=full","pubTime":"2024-04-11 22:03","market":"us","language":"zh","title":"坚定看多！美银：英伟达仍有近26%的上涨空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2426526595","media":"FX168北美财经圈","summary":"近期股价波动归因于多种因素。","content":"<html><head></head><body><p>周四，在降息预期减弱的大背景下，英伟达股价逆市走高，截至发稿涨幅超2%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad6177573853a63ce3b88a59a30d82de\" tg-width=\"560\" tg-height=\"240\"/></p><p>《商业内幕》报道称，虽然<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>股价近期较最新历史高点回调逾10%，但美国银行告诉投资者不要担心，因为这家芯片巨头仍处于主导地位。</p><p>以Vivek Arya为首的美国银行分析师周三（4月10日）在一份报告中表示，尽管英伟达自3月底以来暴跌11%，但他们仍然看好英伟达，并预测该公司将继续保持行业领先芯片生产商的地位，这些芯片为蓬勃发展的人工智能提供动力空间。#2024投资策略#</p><p>分析师指出，最近一次暴跌是该股自2022年11月首次亮相以来第九次下跌超过10%。</p><p>该银行维持对英伟达1,100美元的目标价，这意味着该股有接近 26%的上涨空间。</p><p>“虽然英伟达股票近期总有夏季盘整的潜力（就像我们去年 8 月至 12 月看到的那样），但我们相信基本面已步入正轨，盘整期（横向交易）往往会决定该股的走势为稍后的强劲走势做好准备，”分析师在报告中写道。</p><p>他们补充说，英伟达近期股价下跌可归因于多种因素，例如通胀回升、来自其他芯片制造商的竞争加剧、市场波动、人工智能股票疲软、转向周期性行业以及财报季前可能削减某些仓位。然而，这些因素并没有改变该公司的叙述。</p><p>英伟达最新的Blackwell芯片将AI性能提升了五倍，旨在将AI推理成本和能源消耗降低多达25倍。这与英伟达强大的企业立足点相结合，使美国银行分析师对该公司维持和获得芯片领域市场份额的能力更有信心。</p><p>尽管英伟达面临来自<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>和<a href=\"https://laohu8.com/S/INTC\">英特尔</a>的竞争，但该银行认为，它们的处理器对英伟达的主导地位构成的威胁有限。</p><p>谷歌刚刚发布了基于ARM的服务器CPU Axion，而英伟达也有自己的服务器CPU，名为 Grace。不过，由于英伟达不向谷歌出售其CPU，因此该银行表示，谷歌的新推出对英伟达没有影响。</p><p>与此同时，英特尔本周还推出了Gaudi 3 加速器，据称与 英伟达推出两年的H100芯片相比，该加速器的推理性能提高了50%。然而，美国银行预计Gaudi 3将占据不到1%的AI加速器市场份额。</p></body></html>","source":"fx168","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>坚定看多！美银：英伟达仍有近26%的上涨空间</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{ 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#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坚定看多！美银：英伟达仍有近26%的上涨空间\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-11 22:03 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.163.com/dy/article/IVHBSRBJ05566YXD.html><strong>FX168北美财经圈</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周四，在降息预期减弱的大背景下，英伟达股价逆市走高，截至发稿涨幅超2%。《商业内幕》报道称，虽然英伟达股价近期较最新历史高点回调逾10%，但美国银行告诉投资者不要担心，因为这家芯片巨头仍处于主导地位。以Vivek Arya为首的美国银行分析师周三（4月10日）在一份报告中表示，尽管英伟达自3月底以来暴跌11%，但他们仍然看好英伟达，并预测该公司将继续保持行业领先芯片生产商的地位，这些芯片为蓬勃发展...</p>\n\n<a href=\"https://www.163.com/dy/article/IVHBSRBJ05566YXD.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.163.com/dy/article/IVHBSRBJ05566YXD.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2426526595","content_text":"周四，在降息预期减弱的大背景下，英伟达股价逆市走高，截至发稿涨幅超2%。《商业内幕》报道称，虽然英伟达股价近期较最新历史高点回调逾10%，但美国银行告诉投资者不要担心，因为这家芯片巨头仍处于主导地位。以Vivek Arya为首的美国银行分析师周三（4月10日）在一份报告中表示，尽管英伟达自3月底以来暴跌11%，但他们仍然看好英伟达，并预测该公司将继续保持行业领先芯片生产商的地位，这些芯片为蓬勃发展的人工智能提供动力空间。#2024投资策略#分析师指出，最近一次暴跌是该股自2022年11月首次亮相以来第九次下跌超过10%。该银行维持对英伟达1,100美元的目标价，这意味着该股有接近 26%的上涨空间。“虽然英伟达股票近期总有夏季盘整的潜力（就像我们去年 8 月至 12 月看到的那样），但我们相信基本面已步入正轨，盘整期（横向交易）往往会决定该股的走势为稍后的强劲走势做好准备，”分析师在报告中写道。他们补充说，英伟达近期股价下跌可归因于多种因素，例如通胀回升、来自其他芯片制造商的竞争加剧、市场波动、人工智能股票疲软、转向周期性行业以及财报季前可能削减某些仓位。然而，这些因素并没有改变该公司的叙述。英伟达最新的Blackwell芯片将AI性能提升了五倍，旨在将AI推理成本和能源消耗降低多达25倍。这与英伟达强大的企业立足点相结合，使美国银行分析师对该公司维持和获得芯片领域市场份额的能力更有信心。尽管英伟达面临来自谷歌和英特尔的竞争，但该银行认为，它们的处理器对英伟达的主导地位构成的威胁有限。谷歌刚刚发布了基于ARM的服务器CPU Axion，而英伟达也有自己的服务器CPU，名为 Grace。不过，由于英伟达不向谷歌出售其CPU，因此该银行表示，谷歌的新推出对英伟达没有影响。与此同时，英特尔本周还推出了Gaudi 3 加速器，据称与 英伟达推出两年的H100芯片相比，该加速器的推理性能提高了50%。然而，美国银行预计Gaudi 3将占据不到1%的AI加速器市场份额。","news_type":1},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":294441439498480,"gmtCreate":1712903539479,"gmtModify":1712903541540,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus 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[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/293988467318976","isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":293030855778512,"gmtCreate":1712560338744,"gmtModify":1712560341690,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus Pink","avatar":"https://community-static.tradeup.com/news/39e934cbdc05761469dbe8569c8d86af","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"[得意] [得意]","listText":"[得意] [得意]","text":"[得意] [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/293030855778512","isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":291167214796984,"gmtCreate":1712111792297,"gmtModify":1712111795569,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus Pink","avatar":"https://community-static.tradeup.com/news/39e934cbdc05761469dbe8569c8d86af","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"[得意] [得意] [得意]","listText":"[得意] [得意] [得意]","text":"[得意] [得意] [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/291167214796984","repostId":"291127286726912","repostType":1,"repost":{"id":291127286726912,"gmtCreate":1712102007797,"gmtModify":1712109777767,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":2,"crmLevelSwitch":0},"themes":[],"title":"Ahead Of Disney (DIS)'s Shareholder Meeting On Wed (03 Apr)","htmlText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$</a> will be holding its annual shareholder meeting on Wednesday (03 April). Market would be looking out closely for updates on the proxy battle battle between the company and activist investors. Investors are also looking for details on the parks segment and its streaming strategy. Price Targets Increased Ahead Of Meeting BOA and UBS has both increased their price target for Disney given the belief of momentum on strategic priorities for Disney and the robust theme park demand. I would think that Disney's&nbsp;ability to meet and exceed targets is another factor why the price targets is increased as well. As of last fiscal first quarter reporting, Disney has provided better-than-expected earnings and they have also announced several","listText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$</a> will be holding its annual shareholder meeting on Wednesday (03 April). Market would be looking out closely for updates on the proxy battle battle between the company and activist investors. Investors are also looking for details on the parks segment and its streaming strategy. Price Targets Increased Ahead Of Meeting BOA and UBS has both increased their price target for Disney given the belief of momentum on strategic priorities for Disney and the robust theme park demand. I would think that Disney's&nbsp;ability to meet and exceed targets is another factor why the price targets is increased as well. As of last fiscal first quarter reporting, Disney has provided better-than-expected earnings and they have also announced several","text":"$Walt Disney(DIS)$ will be holding its annual shareholder meeting on Wednesday (03 April). Market would be looking out closely for updates on the proxy battle battle between the company and activist investors. Investors are also looking for details on the parks segment and its streaming strategy. Price Targets Increased Ahead Of Meeting BOA and UBS has both increased their price target for Disney given the belief of momentum on strategic priorities for Disney and the robust theme park demand. I would think that Disney's ability to meet and exceed targets is another factor why the price targets is increased as well. As of last fiscal first quarter reporting, Disney has provided better-than-expected earnings and they have also announced several","images":[{"img":"https://community-static.tradeup.com/news/ca8bc489079fb9cea18372932dc4a152","width":"1107","height":"464"},{"img":"https://community-static.tradeup.com/news/2cbaa60ad105b20257edc8e2e536c5f1","width":"1027","height":"366"},{"img":"https://community-static.tradeup.com/news/a627558807d704d4ad7ff5c0031f3889","width":"1790","height":"779"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/291127286726912","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":286179945644168,"gmtCreate":1710902851056,"gmtModify":1710902854762,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus Pink","avatar":"https://community-static.tradeup.com/news/39e934cbdc05761469dbe8569c8d86af","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"[得意] [得意] [得意] [得意] [得意]","listText":"[得意] [得意] [得意] [得意] [得意]","text":"[得意] [得意] [得意] [得意] [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/286179945644168","isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":284099674919096,"gmtCreate":1710376200088,"gmtModify":1710376205466,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus Pink","avatar":"https://community-static.tradeup.com/news/39e934cbdc05761469dbe8569c8d86af","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"[龇牙]&nbsp;&nbsp;[龇牙]&nbsp;&nbsp;","listText":"[龇牙]&nbsp;&nbsp;[龇牙]&nbsp;&nbsp;","text":"[龇牙] [龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/284099674919096","repostId":"1138152713","repostType":4,"repost":{"id":"1138152713","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":1710373170,"share":"https://www.laohu8.com/m/news/1138152713?lang=&edition=full","pubTime":"2024-03-14 07:39","market":"us","language":"zh","title":"昨夜今晨｜特斯拉已成市场“弃儿”？年初至今累跌32%；美银上调英伟达目标价至1100美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1138152713","media":"老虎资讯综合","summary":"截至发稿，现货黄金价格上涨近0.9%，报每盎司2176.06美元。3月以来共有6家大型机构对特斯拉进行了评级分析，其中4家下调了目标价、1家上调，1家维持不变。120家机构的对特斯拉平均目标价为203美元。该行重申了对$英伟达$股票的“买入”评级，并将其目标价从925美元上调至1100美元，意味着较周三收盘价908.88美元有21%的上涨空间。这家汽车公司上个月报告称，去年的销售额为2.73亿美元，债务超过10亿美元。","content":"<html><head></head><body><p><strong>摘要：</strong></p><ul style=\"\"><li><p>美股收盘：三大指数涨跌不一！科技股多数下跌，中概再赢大盘；</p></li><li><p>耶伦：美国利率不太可能跌回疫情前水平，租金涨势放缓将推动通胀回落；</p></li><li><p>欧盟通过全球首个重磅人工智能监管法案，预计5月生效；</p></li><li><p>特斯拉跌超4%！日内遭两家投行下调目标价，被指“没有成长的成长型公司”；</p></li><li><p>美银：英伟达股票真不贵，重申“买入”评级，上调目标价至1100美元；</p></li><li><p>MicroStrategy计划发行5亿美元的可转换优先票据，所得款项将用于购买更多比特币。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/123e8bd9cff34976fb3f36c296649a57\" title=\"\" tg-width=\"1080\" tg-height=\"1920\"/></p><p><strong>海外市场</strong></p><p><strong>美股收盘：三大指数涨跌不一！科技股多数下跌，特斯拉跌超4%</strong></p><p>美东时间周三，三大指数涨跌不一，受科技股下跌拖累，标普500指数从昨日的纪录高位回落。截至收盘，道琼斯指数涨0.10%，报39043.32点；标普500指数跌0.19%，报5165.31点；纳斯达克指数跌0.54%，报16177.77点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f8a01d61edb62f913b1b8754eded8ff\" title=\"\" tg-width=\"975\" tg-height=\"150\"/></p><p>大型科技股多数下跌，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌1.21%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌0.04%，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌1.12%，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>涨0.93%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨0.66%，Meta跌0.84%，特斯拉跌4.54%，<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>跌0.27%。</p><p>热门中概股涨跌互现，纳斯达克中国金龙指数涨1.04%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨0.43%，<a href=\"https://laohu8.com/S/JD\">京东</a>涨2.34%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨3.55%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌4.36%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌3.1%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌3.3%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌1.42%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨2.49%，<a href=\"https://laohu8.com/S/NTES\">网易</a>涨1.94%，<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>跌0.75%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌3.26%。</p><p><strong>欧股集体收涨，欧洲斯托克50指数涨0.35%</strong></p><p>德国DAX30指数涨0.23%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.31%，法国CAC40指数涨0.62%，欧洲斯托克50指数涨0.35%，西班牙IBEX35指数涨1.61%，意大利富时MIB指数涨0.44%。</p><p><strong>纽约黄金期货周三走高，美元回落导致黄金反弹</strong></p><p>纽约黄金期货价格周三上涨。美元走软令金价得到提振。截至发稿，现货黄金价格上涨近0.9%，报每盎司2176.06美元。纽约商品交易所4月交割的黄金期货价格上涨0.7%，报每盎司2181.80美元。</p><p><strong>周三美国WTI原油收高2.8%，乌克兰袭击俄炼油厂推动油价走高</strong></p><p>美国WTI原油周三收高。乌克兰袭击俄罗斯炼油厂的消息，增大了东欧战争对石油生产和燃料供应的风险。纽约商品交易所4月交割的西德州中质原油（WTI）期货价格收涨2.16美元，涨幅为2.78%，收于每桶79.72美元。</p><p><strong>国际宏观</strong></p><p><strong><a href=\"https://laohu8.com/NW/2419765630\" title=\"欧盟通过全球首个重磅人工智能监管法案，预计5月生效\" target=\"_blank\" class=\"\">欧盟通过全球首个重磅人工智能监管法案，预计5月生效</a></strong></p><p>欧盟的AI法案被认为是目前全球最全面的AI监管标准。通过为AI设置严格的标准，欧盟希望防止AI滥用和风险，如侵犯隐私、歧视和其他潜在的伤害。</p><p><strong><a href=\"https://laohu8.com/NW/2419661855\" title=\"耶伦：美国利率不太可能跌回疫情前水平，租金涨势放缓将推动通胀回落\" target=\"_blank\" class=\"\">耶伦：美国利率不太可能跌回疫情前水平，租金涨势放缓将推动通胀回落</a></strong></p><p>前美联储主席、现任美国财政部长耶伦表示，白宫本周一公布的相关经济预测反映了当前的市场现实，她同时反驳了对滞胀的担忧，坚称通胀方面的进展并未停滞。</p><p><strong><a href=\"https://laohu8.com/NW/2419413657\" title=\"耶伦松了口气！30年期美债拍卖强劲，长端美债收益率走低\" target=\"_blank\" class=\"\">耶伦松了口气！30年期美债拍卖强劲，长端美债收益率走低</a></strong></p><p>本次30年期美债拍卖的最终得标利率为4.331%，低于上次2月8日拍卖的4.360%。预发行利率为4.352%，比最终得标利率高了2.1个基点，创去年1月以来最大，也是连续第四次预发行利率高于最终得标利率。与其他期限的美债相比，30年期美债拍卖近几次结果都不错。</p><p><strong><a href=\"https://laohu8.com/NW/2419666958\" title=\"让美国监管“夜不能寐”的基差交易是虚惊一场？美联储：规模远低于普遍预期\" target=\"_blank\" class=\"\">让美国监管“夜不能寐”的基差交易是虚惊一场？美联储：规模远低于普遍预期</a></strong></p><p>美联储研究人员最新表示，美国国债基差交易的规模可能只有市场此前普遍认为的三分之一。美联储研究人员使用了新方法来估计与基差交易相关的规模，得出的结论与传统估算中依赖于美国CFTC数据的截然不同。</p><p><strong><a href=\"https://laohu8.com/NW/1173289884\" title=\"美众议院通过TikTok“禁令”，需参议院通过后交总统签字\" target=\"_blank\" class=\"\">美众议院通过TikTok“禁令”，需参议院通过后交总统签字</a></strong></p><p>美国众议院在当地时间13日上午投票通过了一项名叫“保护美国人免受外国对手控制应用程序侵害法”的无理法案。该法案要求字节跳动剥离对旗下短视频应用程序TikTok的控制权，否则TikTok就会在美国遭到封禁。</p><p><strong><a href=\"https://laohu8.com/NW/1176897774\" title=\"摩根大通：年内黄金看向2500美元，为首推大宗商品\" target=\"_blank\" class=\"\">摩根大通：年内黄金看向2500美元，为首推大宗商品</a></strong></p><p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>全球大宗商品研究主管Natasha Kaneva表示，黄金是该公司在大宗商品市场的首选。Natasha Kaneva称，他们认为金价在今年有可能涨至2500美元，因为市场往往会过于兴奋。而要实现这一价格目标，人们需要确认美国通胀和就业数据持续放缓，并确认美联储确实在降息。</p><p><strong>公司新闻</strong></p><p><strong><a href=\"https://laohu8.com/NW/1165425451\" title=\"特斯拉遭两家投行下调目标价，被指“没有成长的成长型公司”\" target=\"_blank\" class=\"\">特斯拉遭两家投行下调目标价，被指“没有成长的成长型公司”</a></strong></p><p><a href=\"https://laohu8.com/S/UBS\">瑞银</a>将<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>目标价从225美元下调至165美元，维持中性评级。此前<a href=\"https://laohu8.com/S/WFC\">富国银行</a>分析师Colin Langan称特斯拉为“没有成长的成长型公司”，并将其评级下调至卖出，目标价从200美元调至125美元。3月以来共有6家大型机构对特斯拉进行了评级分析，其中4家下调了目标价、1家上调，1家维持不变。120家机构的对特斯拉平均目标价为203美元。</p><p><strong><a href=\"https://laohu8.com/NW/2419662283\" title=\"美银：英伟达股票真不贵，上调目标价至1100美元\" target=\"_blank\" class=\"\">美银：英伟达股票真不贵，上调目标价至1100美元</a></strong></p><p><a href=\"https://laohu8.com/S/BAC\">美国银行</a>周三在一份报告中表示，尽管<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的市值已达到2.2万亿美元，但它的股价仍然不算贵。该行重申了对<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>股票的“买入”评级，并将其目标价从925美元上调至1100美元，意味着较周三收盘价908.88美元有21%的上涨空间。</p><p><strong><a href=\"https://laohu8.com/NW/1161755125\" title=\"美国钢铁大跌近13%！消息称拜登将干预日本制铁对其的收购\" target=\"_blank\" class=\"\">美国钢铁大跌近13%！消息称拜登将干预日本制铁对其的收购</a></strong></p><p>知情人士称，拜登拟公开对日本制铁收购美国钢铁的交易表示担忧。据悉，拜登计划在日本首相岸田文雄4月访问美国之前就这笔交易发表声明，美国官员和律师起草了这份声明，白宫私下向日本政府通报了拜登的决定。</p><p><strong><a href=\"https://laohu8.com/NW/1125787442\" title=\"Microstrategy计划发行5亿美元的可转换优先票\" target=\"_blank\" class=\"\">Microstrategy计划发行5亿美元的可转换优先票</a></strong></p><p><a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a>计划发行5亿美元的可转换优先票据；该公司将使用净收益购买更多的比特币。</p><p><strong><a href=\"https://laohu8.com/NW/1183485218\" title=\"SentinelOne盘后跌逾11%！因企业支出持续疲软，公司预计全年收入下滑\" target=\"_blank\" class=\"\">SentinelOne盘后跌逾11%！因企业支出持续疲软，公司预计全年收入下滑</a></strong></p><p>财报显示，公司第四季度总收入1.742 亿美元，增长38%；年化经常性收入 (ARR)增长39%，达到7.244亿美元。预计全年营收略低于预期，原因是企业客户收紧了对网络安全解决方案的支出，导致其股价在盘后交易中下跌了11%。</p><p><strong><a href=\"https://laohu8.com/NW/1179240510\" title=\"Spruce Biosciences Inc盘后暴跌75%！新药研究结果未能达到预期\" target=\"_blank\" class=\"\">Spruce Biosciences Inc盘后暴跌75%！新药研究结果未能达到预期</a></strong></p><p>生物制药公司<a href=\"https://laohu8.com/S/SPRB\">Spruce Biosciences Inc</a>美股盘后暴跌75%，该公司宣布，针对先天性肾上腺增生症的Cahmelia-203研究结果未能达到主要终点。</p><p><strong><a href=\"https://laohu8.com/NW/1139258483\" title=\"Fisker盘后暴跌超50%！市场消息：公司已聘请重组顾问协助其申请破产\" target=\"_blank\" class=\"\">Fisker盘后暴跌超50%！市场消息：公司已聘请重组顾问协助其申请破产</a></strong></p><p>据华尔街日报，知情人士透露，陷入困境的电动汽车初创公司<a href=\"https://laohu8.com/S/FSR\">菲斯克</a>(Fisker)已聘请重组顾问协助其申请破产。上述知情人士表示，<a href=\"https://laohu8.com/S/FSR\">菲斯克</a>最近警告称，今年有可能耗尽现金。这家汽车公司上个月报告称，去年的销售额为2.73亿美元，债务超过10亿美元。其上月发布了一份所谓的持续经营警告，称其维持经营的能力存在“重大疑问”。</p><p><strong><a href=\"https://laohu8.com/NW/1167455125\" title=\"UiPath Q4营收高于预期，第一财季营收指引不及预期\" target=\"_blank\" class=\"\">UiPath Q4营收高于预期，第一财季营收指引不及预期</a></strong></p><p>应用软件公司<a href=\"https://laohu8.com/S/PATH\">UiPath</a>第四财季总体营收4.053亿美元，分析师预期3.839亿美元；第四财季调整后每股收益0.22美元，分析师预期0.16美元；预计第一财季营收3.30亿-3.35亿美元，分析师预期3.472亿美元；预计2025年营收大约15.6亿美元，分析师预期15.3亿美元。</p><p><strong><a href=\"https://laohu8.com/NW/1131611890\" title=\"市场消息：阿里巴巴计划3年内在韩国投资11亿美元，将建设物流中心并拓展业务\" target=\"_blank\" class=\"\">市场消息：阿里巴巴计划3年内在韩国投资11亿美元，将建设物流中心并拓展业务</a></strong></p><p>据多家媒体消息，据悉，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>计划未来3年内在韩国投资11亿美元建设物流中心和拓展业务。阿里巴巴的商业战略文件显示，作为投资计划的一部分，阿里巴巴拟今年斥资2亿美元建设物流中心，还计划投入1亿美元帮助韩国中小型企业在全球市场销售产品。</p><p><strong><a href=\"https://laohu8.com/NW/1171157787\" title=\"美国折扣零售商美元树计划关闭近千家门店\" target=\"_blank\">美国折扣零售商美元树计划关闭近千家门店</a></strong></p><p>美国知名折扣零售商美元树（DollarTree）当地时间13日宣布，在遭遇重大季度亏损后，公司计划在全美范围内关闭近1000家门店。公司将在今年上半年关闭600家门店，另有370家门店将在租约到期后关闭。</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>昨夜今晨｜特斯拉已成市场“弃儿”？年初至今累跌32%；美银上调英伟达目标价至1100美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨｜特斯拉已成市场“弃儿”？年初至今累跌32%；美银上调英伟达目标价至1100美元\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\">2024-03-14 07:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>摘要：</strong></p><ul style=\"\"><li><p>美股收盘：三大指数涨跌不一！科技股多数下跌，中概再赢大盘；</p></li><li><p>耶伦：美国利率不太可能跌回疫情前水平，租金涨势放缓将推动通胀回落；</p></li><li><p>欧盟通过全球首个重磅人工智能监管法案，预计5月生效；</p></li><li><p>特斯拉跌超4%！日内遭两家投行下调目标价，被指“没有成长的成长型公司”；</p></li><li><p>美银：英伟达股票真不贵，重申“买入”评级，上调目标价至1100美元；</p></li><li><p>MicroStrategy计划发行5亿美元的可转换优先票据，所得款项将用于购买更多比特币。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/123e8bd9cff34976fb3f36c296649a57\" title=\"\" tg-width=\"1080\" tg-height=\"1920\"/></p><p><strong>海外市场</strong></p><p><strong>美股收盘：三大指数涨跌不一！科技股多数下跌，特斯拉跌超4%</strong></p><p>美东时间周三，三大指数涨跌不一，受科技股下跌拖累，标普500指数从昨日的纪录高位回落。截至收盘，道琼斯指数涨0.10%，报39043.32点；标普500指数跌0.19%，报5165.31点；纳斯达克指数跌0.54%，报16177.77点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f8a01d61edb62f913b1b8754eded8ff\" title=\"\" tg-width=\"975\" tg-height=\"150\"/></p><p>大型科技股多数下跌，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌1.21%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌0.04%，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌1.12%，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>涨0.93%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨0.66%，Meta跌0.84%，特斯拉跌4.54%，<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>跌0.27%。</p><p>热门中概股涨跌互现，纳斯达克中国金龙指数涨1.04%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨0.43%，<a href=\"https://laohu8.com/S/JD\">京东</a>涨2.34%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨3.55%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌4.36%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌3.1%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌3.3%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌1.42%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨2.49%，<a href=\"https://laohu8.com/S/NTES\">网易</a>涨1.94%，<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>跌0.75%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌3.26%。</p><p><strong>欧股集体收涨，欧洲斯托克50指数涨0.35%</strong></p><p>德国DAX30指数涨0.23%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.31%，法国CAC40指数涨0.62%，欧洲斯托克50指数涨0.35%，西班牙IBEX35指数涨1.61%，意大利富时MIB指数涨0.44%。</p><p><strong>纽约黄金期货周三走高，美元回落导致黄金反弹</strong></p><p>纽约黄金期货价格周三上涨。美元走软令金价得到提振。截至发稿，现货黄金价格上涨近0.9%，报每盎司2176.06美元。纽约商品交易所4月交割的黄金期货价格上涨0.7%，报每盎司2181.80美元。</p><p><strong>周三美国WTI原油收高2.8%，乌克兰袭击俄炼油厂推动油价走高</strong></p><p>美国WTI原油周三收高。乌克兰袭击俄罗斯炼油厂的消息，增大了东欧战争对石油生产和燃料供应的风险。纽约商品交易所4月交割的西德州中质原油（WTI）期货价格收涨2.16美元，涨幅为2.78%，收于每桶79.72美元。</p><p><strong>国际宏观</strong></p><p><strong><a href=\"https://laohu8.com/NW/2419765630\" title=\"欧盟通过全球首个重磅人工智能监管法案，预计5月生效\" target=\"_blank\" class=\"\">欧盟通过全球首个重磅人工智能监管法案，预计5月生效</a></strong></p><p>欧盟的AI法案被认为是目前全球最全面的AI监管标准。通过为AI设置严格的标准，欧盟希望防止AI滥用和风险，如侵犯隐私、歧视和其他潜在的伤害。</p><p><strong><a href=\"https://laohu8.com/NW/2419661855\" title=\"耶伦：美国利率不太可能跌回疫情前水平，租金涨势放缓将推动通胀回落\" target=\"_blank\" class=\"\">耶伦：美国利率不太可能跌回疫情前水平，租金涨势放缓将推动通胀回落</a></strong></p><p>前美联储主席、现任美国财政部长耶伦表示，白宫本周一公布的相关经济预测反映了当前的市场现实，她同时反驳了对滞胀的担忧，坚称通胀方面的进展并未停滞。</p><p><strong><a href=\"https://laohu8.com/NW/2419413657\" title=\"耶伦松了口气！30年期美债拍卖强劲，长端美债收益率走低\" target=\"_blank\" class=\"\">耶伦松了口气！30年期美债拍卖强劲，长端美债收益率走低</a></strong></p><p>本次30年期美债拍卖的最终得标利率为4.331%，低于上次2月8日拍卖的4.360%。预发行利率为4.352%，比最终得标利率高了2.1个基点，创去年1月以来最大，也是连续第四次预发行利率高于最终得标利率。与其他期限的美债相比，30年期美债拍卖近几次结果都不错。</p><p><strong><a href=\"https://laohu8.com/NW/2419666958\" title=\"让美国监管“夜不能寐”的基差交易是虚惊一场？美联储：规模远低于普遍预期\" target=\"_blank\" class=\"\">让美国监管“夜不能寐”的基差交易是虚惊一场？美联储：规模远低于普遍预期</a></strong></p><p>美联储研究人员最新表示，美国国债基差交易的规模可能只有市场此前普遍认为的三分之一。美联储研究人员使用了新方法来估计与基差交易相关的规模，得出的结论与传统估算中依赖于美国CFTC数据的截然不同。</p><p><strong><a href=\"https://laohu8.com/NW/1173289884\" title=\"美众议院通过TikTok“禁令”，需参议院通过后交总统签字\" target=\"_blank\" class=\"\">美众议院通过TikTok“禁令”，需参议院通过后交总统签字</a></strong></p><p>美国众议院在当地时间13日上午投票通过了一项名叫“保护美国人免受外国对手控制应用程序侵害法”的无理法案。该法案要求字节跳动剥离对旗下短视频应用程序TikTok的控制权，否则TikTok就会在美国遭到封禁。</p><p><strong><a href=\"https://laohu8.com/NW/1176897774\" title=\"摩根大通：年内黄金看向2500美元，为首推大宗商品\" target=\"_blank\" class=\"\">摩根大通：年内黄金看向2500美元，为首推大宗商品</a></strong></p><p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>全球大宗商品研究主管Natasha Kaneva表示，黄金是该公司在大宗商品市场的首选。Natasha Kaneva称，他们认为金价在今年有可能涨至2500美元，因为市场往往会过于兴奋。而要实现这一价格目标，人们需要确认美国通胀和就业数据持续放缓，并确认美联储确实在降息。</p><p><strong>公司新闻</strong></p><p><strong><a href=\"https://laohu8.com/NW/1165425451\" title=\"特斯拉遭两家投行下调目标价，被指“没有成长的成长型公司”\" target=\"_blank\" class=\"\">特斯拉遭两家投行下调目标价，被指“没有成长的成长型公司”</a></strong></p><p><a href=\"https://laohu8.com/S/UBS\">瑞银</a>将<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>目标价从225美元下调至165美元，维持中性评级。此前<a href=\"https://laohu8.com/S/WFC\">富国银行</a>分析师Colin Langan称特斯拉为“没有成长的成长型公司”，并将其评级下调至卖出，目标价从200美元调至125美元。3月以来共有6家大型机构对特斯拉进行了评级分析，其中4家下调了目标价、1家上调，1家维持不变。120家机构的对特斯拉平均目标价为203美元。</p><p><strong><a href=\"https://laohu8.com/NW/2419662283\" title=\"美银：英伟达股票真不贵，上调目标价至1100美元\" target=\"_blank\" class=\"\">美银：英伟达股票真不贵，上调目标价至1100美元</a></strong></p><p><a href=\"https://laohu8.com/S/BAC\">美国银行</a>周三在一份报告中表示，尽管<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的市值已达到2.2万亿美元，但它的股价仍然不算贵。该行重申了对<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>股票的“买入”评级，并将其目标价从925美元上调至1100美元，意味着较周三收盘价908.88美元有21%的上涨空间。</p><p><strong><a href=\"https://laohu8.com/NW/1161755125\" title=\"美国钢铁大跌近13%！消息称拜登将干预日本制铁对其的收购\" target=\"_blank\" class=\"\">美国钢铁大跌近13%！消息称拜登将干预日本制铁对其的收购</a></strong></p><p>知情人士称，拜登拟公开对日本制铁收购美国钢铁的交易表示担忧。据悉，拜登计划在日本首相岸田文雄4月访问美国之前就这笔交易发表声明，美国官员和律师起草了这份声明，白宫私下向日本政府通报了拜登的决定。</p><p><strong><a href=\"https://laohu8.com/NW/1125787442\" title=\"Microstrategy计划发行5亿美元的可转换优先票\" target=\"_blank\" class=\"\">Microstrategy计划发行5亿美元的可转换优先票</a></strong></p><p><a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a>计划发行5亿美元的可转换优先票据；该公司将使用净收益购买更多的比特币。</p><p><strong><a href=\"https://laohu8.com/NW/1183485218\" title=\"SentinelOne盘后跌逾11%！因企业支出持续疲软，公司预计全年收入下滑\" target=\"_blank\" class=\"\">SentinelOne盘后跌逾11%！因企业支出持续疲软，公司预计全年收入下滑</a></strong></p><p>财报显示，公司第四季度总收入1.742 亿美元，增长38%；年化经常性收入 (ARR)增长39%，达到7.244亿美元。预计全年营收略低于预期，原因是企业客户收紧了对网络安全解决方案的支出，导致其股价在盘后交易中下跌了11%。</p><p><strong><a href=\"https://laohu8.com/NW/1179240510\" title=\"Spruce Biosciences Inc盘后暴跌75%！新药研究结果未能达到预期\" target=\"_blank\" class=\"\">Spruce Biosciences Inc盘后暴跌75%！新药研究结果未能达到预期</a></strong></p><p>生物制药公司<a href=\"https://laohu8.com/S/SPRB\">Spruce Biosciences Inc</a>美股盘后暴跌75%，该公司宣布，针对先天性肾上腺增生症的Cahmelia-203研究结果未能达到主要终点。</p><p><strong><a href=\"https://laohu8.com/NW/1139258483\" title=\"Fisker盘后暴跌超50%！市场消息：公司已聘请重组顾问协助其申请破产\" target=\"_blank\" class=\"\">Fisker盘后暴跌超50%！市场消息：公司已聘请重组顾问协助其申请破产</a></strong></p><p>据华尔街日报，知情人士透露，陷入困境的电动汽车初创公司<a href=\"https://laohu8.com/S/FSR\">菲斯克</a>(Fisker)已聘请重组顾问协助其申请破产。上述知情人士表示，<a href=\"https://laohu8.com/S/FSR\">菲斯克</a>最近警告称，今年有可能耗尽现金。这家汽车公司上个月报告称，去年的销售额为2.73亿美元，债务超过10亿美元。其上月发布了一份所谓的持续经营警告，称其维持经营的能力存在“重大疑问”。</p><p><strong><a href=\"https://laohu8.com/NW/1167455125\" title=\"UiPath Q4营收高于预期，第一财季营收指引不及预期\" target=\"_blank\" class=\"\">UiPath Q4营收高于预期，第一财季营收指引不及预期</a></strong></p><p>应用软件公司<a href=\"https://laohu8.com/S/PATH\">UiPath</a>第四财季总体营收4.053亿美元，分析师预期3.839亿美元；第四财季调整后每股收益0.22美元，分析师预期0.16美元；预计第一财季营收3.30亿-3.35亿美元，分析师预期3.472亿美元；预计2025年营收大约15.6亿美元，分析师预期15.3亿美元。</p><p><strong><a href=\"https://laohu8.com/NW/1131611890\" title=\"市场消息：阿里巴巴计划3年内在韩国投资11亿美元，将建设物流中心并拓展业务\" target=\"_blank\" class=\"\">市场消息：阿里巴巴计划3年内在韩国投资11亿美元，将建设物流中心并拓展业务</a></strong></p><p>据多家媒体消息，据悉，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>计划未来3年内在韩国投资11亿美元建设物流中心和拓展业务。阿里巴巴的商业战略文件显示，作为投资计划的一部分，阿里巴巴拟今年斥资2亿美元建设物流中心，还计划投入1亿美元帮助韩国中小型企业在全球市场销售产品。</p><p><strong><a href=\"https://laohu8.com/NW/1171157787\" title=\"美国折扣零售商美元树计划关闭近千家门店\" target=\"_blank\">美国折扣零售商美元树计划关闭近千家门店</a></strong></p><p>美国知名折扣零售商美元树（DollarTree）当地时间13日宣布，在遭遇重大季度亏损后，公司计划在全美范围内关闭近1000家门店。公司将在今年上半年关闭600家门店，另有370家门店将在租约到期后关闭。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138152713","content_text":"摘要：美股收盘：三大指数涨跌不一！科技股多数下跌，中概再赢大盘；耶伦：美国利率不太可能跌回疫情前水平，租金涨势放缓将推动通胀回落；欧盟通过全球首个重磅人工智能监管法案，预计5月生效；特斯拉跌超4%！日内遭两家投行下调目标价，被指“没有成长的成长型公司”；美银：英伟达股票真不贵，重申“买入”评级，上调目标价至1100美元；MicroStrategy计划发行5亿美元的可转换优先票据，所得款项将用于购买更多比特币。海外市场美股收盘：三大指数涨跌不一！科技股多数下跌，特斯拉跌超4%美东时间周三，三大指数涨跌不一，受科技股下跌拖累，标普500指数从昨日的纪录高位回落。截至收盘，道琼斯指数涨0.10%，报39043.32点；标普500指数跌0.19%，报5165.31点；纳斯达克指数跌0.54%，报16177.77点。大型科技股多数下跌，苹果跌1.21%，微软跌0.04%，英伟达跌1.12%，谷歌涨0.93%，亚马逊涨0.66%，Meta跌0.84%，特斯拉跌4.54%，奈飞跌0.27%。热门中概股涨跌互现，纳斯达克中国金龙指数涨1.04%，阿里巴巴涨0.43%，京东涨2.34%，拼多多涨3.55%，蔚来汽车跌4.36%，小鹏汽车跌3.1%，理想汽车跌3.3%，哔哩哔哩跌1.42%，百度涨2.49%，网易涨1.94%，腾讯音乐跌0.75%，爱奇艺跌3.26%。欧股集体收涨，欧洲斯托克50指数涨0.35%德国DAX30指数涨0.23%，英国富时100指数涨0.31%，法国CAC40指数涨0.62%，欧洲斯托克50指数涨0.35%，西班牙IBEX35指数涨1.61%，意大利富时MIB指数涨0.44%。纽约黄金期货周三走高，美元回落导致黄金反弹纽约黄金期货价格周三上涨。美元走软令金价得到提振。截至发稿，现货黄金价格上涨近0.9%，报每盎司2176.06美元。纽约商品交易所4月交割的黄金期货价格上涨0.7%，报每盎司2181.80美元。周三美国WTI原油收高2.8%，乌克兰袭击俄炼油厂推动油价走高美国WTI原油周三收高。乌克兰袭击俄罗斯炼油厂的消息，增大了东欧战争对石油生产和燃料供应的风险。纽约商品交易所4月交割的西德州中质原油（WTI）期货价格收涨2.16美元，涨幅为2.78%，收于每桶79.72美元。国际宏观欧盟通过全球首个重磅人工智能监管法案，预计5月生效欧盟的AI法案被认为是目前全球最全面的AI监管标准。通过为AI设置严格的标准，欧盟希望防止AI滥用和风险，如侵犯隐私、歧视和其他潜在的伤害。耶伦：美国利率不太可能跌回疫情前水平，租金涨势放缓将推动通胀回落前美联储主席、现任美国财政部长耶伦表示，白宫本周一公布的相关经济预测反映了当前的市场现实，她同时反驳了对滞胀的担忧，坚称通胀方面的进展并未停滞。耶伦松了口气！30年期美债拍卖强劲，长端美债收益率走低本次30年期美债拍卖的最终得标利率为4.331%，低于上次2月8日拍卖的4.360%。预发行利率为4.352%，比最终得标利率高了2.1个基点，创去年1月以来最大，也是连续第四次预发行利率高于最终得标利率。与其他期限的美债相比，30年期美债拍卖近几次结果都不错。让美国监管“夜不能寐”的基差交易是虚惊一场？美联储：规模远低于普遍预期美联储研究人员最新表示，美国国债基差交易的规模可能只有市场此前普遍认为的三分之一。美联储研究人员使用了新方法来估计与基差交易相关的规模，得出的结论与传统估算中依赖于美国CFTC数据的截然不同。美众议院通过TikTok“禁令”，需参议院通过后交总统签字美国众议院在当地时间13日上午投票通过了一项名叫“保护美国人免受外国对手控制应用程序侵害法”的无理法案。该法案要求字节跳动剥离对旗下短视频应用程序TikTok的控制权，否则TikTok就会在美国遭到封禁。摩根大通：年内黄金看向2500美元，为首推大宗商品摩根大通全球大宗商品研究主管Natasha Kaneva表示，黄金是该公司在大宗商品市场的首选。Natasha Kaneva称，他们认为金价在今年有可能涨至2500美元，因为市场往往会过于兴奋。而要实现这一价格目标，人们需要确认美国通胀和就业数据持续放缓，并确认美联储确实在降息。公司新闻特斯拉遭两家投行下调目标价，被指“没有成长的成长型公司”瑞银将特斯拉目标价从225美元下调至165美元，维持中性评级。此前富国银行分析师Colin Langan称特斯拉为“没有成长的成长型公司”，并将其评级下调至卖出，目标价从200美元调至125美元。3月以来共有6家大型机构对特斯拉进行了评级分析，其中4家下调了目标价、1家上调，1家维持不变。120家机构的对特斯拉平均目标价为203美元。美银：英伟达股票真不贵，上调目标价至1100美元美国银行周三在一份报告中表示，尽管英伟达的市值已达到2.2万亿美元，但它的股价仍然不算贵。该行重申了对英伟达股票的“买入”评级，并将其目标价从925美元上调至1100美元，意味着较周三收盘价908.88美元有21%的上涨空间。美国钢铁大跌近13%！消息称拜登将干预日本制铁对其的收购知情人士称，拜登拟公开对日本制铁收购美国钢铁的交易表示担忧。据悉，拜登计划在日本首相岸田文雄4月访问美国之前就这笔交易发表声明，美国官员和律师起草了这份声明，白宫私下向日本政府通报了拜登的决定。Microstrategy计划发行5亿美元的可转换优先票MicroStrategy计划发行5亿美元的可转换优先票据；该公司将使用净收益购买更多的比特币。SentinelOne盘后跌逾11%！因企业支出持续疲软，公司预计全年收入下滑财报显示，公司第四季度总收入1.742 亿美元，增长38%；年化经常性收入 (ARR)增长39%，达到7.244亿美元。预计全年营收略低于预期，原因是企业客户收紧了对网络安全解决方案的支出，导致其股价在盘后交易中下跌了11%。Spruce Biosciences Inc盘后暴跌75%！新药研究结果未能达到预期生物制药公司Spruce Biosciences Inc美股盘后暴跌75%，该公司宣布，针对先天性肾上腺增生症的Cahmelia-203研究结果未能达到主要终点。Fisker盘后暴跌超50%！市场消息：公司已聘请重组顾问协助其申请破产据华尔街日报，知情人士透露，陷入困境的电动汽车初创公司菲斯克(Fisker)已聘请重组顾问协助其申请破产。上述知情人士表示，菲斯克最近警告称，今年有可能耗尽现金。这家汽车公司上个月报告称，去年的销售额为2.73亿美元，债务超过10亿美元。其上月发布了一份所谓的持续经营警告，称其维持经营的能力存在“重大疑问”。UiPath Q4营收高于预期，第一财季营收指引不及预期应用软件公司UiPath第四财季总体营收4.053亿美元，分析师预期3.839亿美元；第四财季调整后每股收益0.22美元，分析师预期0.16美元；预计第一财季营收3.30亿-3.35亿美元，分析师预期3.472亿美元；预计2025年营收大约15.6亿美元，分析师预期15.3亿美元。市场消息：阿里巴巴计划3年内在韩国投资11亿美元，将建设物流中心并拓展业务据多家媒体消息，据悉，阿里巴巴计划未来3年内在韩国投资11亿美元建设物流中心和拓展业务。阿里巴巴的商业战略文件显示，作为投资计划的一部分，阿里巴巴拟今年斥资2亿美元建设物流中心，还计划投入1亿美元帮助韩国中小型企业在全球市场销售产品。美国折扣零售商美元树计划关闭近千家门店美国知名折扣零售商美元树（DollarTree）当地时间13日宣布，在遭遇重大季度亏损后，公司计划在全美范围内关闭近1000家门店。公司将在今年上半年关闭600家门店，另有370家门店将在租约到期后关闭。","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9979330609,"gmtCreate":1686779523901,"gmtModify":1686779530154,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus Pink","avatar":"https://community-static.tradeup.com/news/39e934cbdc05761469dbe8569c8d86af","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Answer : D.Around 5%&nbsp; [开心] [开心]<a href=\"https://ttm.financial/U/4102123614530830\"> @nerdbull1669 </a><a href=\"https://ttm.financial/U/4113904591642392\"> @LMSunshine </a>","listText":"Answer : D.Around 5%&nbsp; [开心] [开心]<a href=\"https://ttm.financial/U/4102123614530830\"> @nerdbull1669 </a><a href=\"https://ttm.financial/U/4113904591642392\"> @LMSunshine </a>","text":"Answer : D.Around 5% [开心] [开心] @nerdbull1669 @LMSunshine","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":15,"commentSize":10,"repostSize":0,"link":"https://ttm.financial/post/9979330609","repostId":"187275402805248","repostType":1,"repost":{"id":187275402805248,"gmtCreate":1686729677152,"gmtModify":1686746354239,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"[9th Anniv. Quiz] With Fed \"June Pause” Strengthened, Be Fear or Greed?","htmlText":"Topic for tigers: In today's market, do you see more greed or fear?May CPI data on Tuesday shows US inflation continued to cool down, and expectations for the Fed to pause(Probabilities of no change is 95.34% )interest rate hikes in June were strengthened.Even most Economists expect Fed to pause in June as follows:After the CPI data, all the three major U.S. stock indexes closed up collectively. The <a href=\"https://ttm.financial/S/.DJI\">$道琼斯(.DJI)$</a> rose for six consecutive days, hitting a four-month high. .On the disk, technology stocks continued to lead. <a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a> rose 3.55%, rising for 13 consecutive trading days, setting a new record for the company's longest winning streak in history; <a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&lt;/</a>","listText":"Topic for tigers: In today's market, do you see more greed or fear?May CPI data on Tuesday shows US inflation continued to cool down, and expectations for the Fed to pause(Probabilities of no change is 95.34% )interest rate hikes in June were strengthened.Even most Economists expect Fed to pause in June as follows:After the CPI data, all the three major U.S. stock indexes closed up collectively. The <a href=\"https://ttm.financial/S/.DJI\">$道琼斯(.DJI)$</a> rose for six consecutive days, hitting a four-month high. .On the disk, technology stocks continued to lead. <a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a> rose 3.55%, rising for 13 consecutive trading days, setting a new record for the company's longest winning streak in history; <a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&lt;/</a>","text":"Topic for tigers: In today's market, do you see more greed or fear?May CPI data on Tuesday shows US inflation continued to cool down, and expectations for the Fed to pause(Probabilities of no change is 95.34% )interest rate hikes in June were strengthened.Even most Economists expect Fed to pause in June as follows:After the CPI data, all the three major U.S. stock indexes closed up collectively. The $道琼斯(.DJI)$ rose for six consecutive days, hitting a four-month high. .On the disk, technology stocks continued to lead. $特斯拉(TSLA)$ rose 3.55%, rising for 13 consecutive trading days, setting a new record for the company's longest winning streak in history; $英伟达(NVDA)$</","images":[{"img":"https://community-static.tradeup.com/news/87f39fdb5501cfe8909fecf0784e873d","width":"404","height":"143"},{"img":"https://community-static.tradeup.com/news/3ce79cf03fe87ac4ef323ae0e1fc68e2"},{"img":"https://community-static.tradeup.com/news/7c7d83901db86398bce2c3f5916fc5a1","width":"1080","height":"1132"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187275402805248","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979321876,"gmtCreate":1687216944195,"gmtModify":1687216949182,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus Pink","avatar":"https://community-static.tradeup.com/news/39e934cbdc05761469dbe8569c8d86af","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Answer&nbsp; D. 95% [害羞] [害羞] [害羞]<a href=\"https://ttm.financial/U/4105792568509970\"> @titajack </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a><a href=\"https://ttm.financial/U/4110175785559852\"> @BenjiFuji </a><a href=\"https://ttm.financial/U/3527667621665671\"> @Daily_Discussion </a><a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a><a href=\"https://ttm.financial/U/4102123614530830\"> @nerdbull1669 </a>","listText":"Answer&nbsp; D. 95% [害羞] [害羞] [害羞]<a href=\"https://ttm.financial/U/4105792568509970\"> @titajack </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a><a href=\"https://ttm.financial/U/4110175785559852\"> @BenjiFuji </a><a href=\"https://ttm.financial/U/3527667621665671\"> @Daily_Discussion </a><a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a><a href=\"https://ttm.financial/U/4102123614530830\"> @nerdbull1669 </a>","text":"Answer D. 95% [害羞] [害羞] [害羞] @titajack @koolgal @BenjiFuji @Daily_Discussion @JC888 @nerdbull1669","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":9,"repostSize":0,"link":"https://ttm.financial/post/9979321876","repostId":"189132762316896","repostType":1,"repost":{"id":189132762316896,"gmtCreate":1687180347895,"gmtModify":1687180379337,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"9th Anniversary Quiz: Investing & Tiger (8)","htmlText":"Hello, everyone! It’s time for quiz!!!!!!!Our eighth question is: What percentage of Tiger's US equities is self-clearing?Remember to write your answer in the comment section and repost!Don’t forget to follow me and join the quiz!","listText":"Hello, everyone! It’s time for quiz!!!!!!!Our eighth question is: What percentage of Tiger's US equities is self-clearing?Remember to write your answer in the comment section and repost!Don’t forget to follow me and join the quiz!","text":"Hello, everyone! It’s time for quiz!!!!!!!Our eighth question is: What percentage of Tiger's US equities is self-clearing?Remember to write your answer in the comment section and repost!Don’t forget to follow me and join the quiz!","images":[{"img":"https://community-static.tradeup.com/news/acbfdb5f93c82462ad3a5ca017e00efc","width":"1000","height":"1000"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189132762316896","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979952993,"gmtCreate":1686353238313,"gmtModify":1686353262839,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus Pink","avatar":"https://community-static.tradeup.com/news/39e934cbdc05761469dbe8569c8d86af","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Answer B.not allowed [爱心] [爱心] [爱心] <a href=\"https://ttm.financial/U/4113904591642392\"> @LMSunshine </a><a href=\"https://ttm.financial/U/4113904591642392\"> @LMSunshine </a>","listText":"Answer B.not allowed [爱心] [爱心] [爱心] <a href=\"https://ttm.financial/U/4113904591642392\"> @LMSunshine </a><a href=\"https://ttm.financial/U/4113904591642392\"> @LMSunshine </a>","text":"Answer B.not allowed [爱心] [爱心] [爱心] @LMSunshine @LMSunshine","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":12,"commentSize":10,"repostSize":0,"link":"https://ttm.financial/post/9979952993","repostId":"185597897265152","repostType":1,"repost":{"id":185597897265152,"gmtCreate":1686320129902,"gmtModify":1686563137787,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"[9th Anniv. Quiz] Analysts Suggest Cautious As SPX. Entered Technical Bull Market","htmlText":"On Thursday, three major US stock indexes collectively closed higher. At the close, <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> settled at 4293.93, rebounding 20% from its low point in October 2022, entering a technical bull market. It also signalled the ending of the longest <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> bear market since the 1940s. Tech sector rally end the second longest bear marketThe S&amp;P 500 index has been in bear market territory for 244 trading days, marking the longest duration since May 15, 1948. That year, the bear market lasted for 484 trading days. Historically, bear markets have an average duration of 142 trading days.S&amp;P 500 index has risen 11.5% year-to-date, but a large portion of the gains are attributed to surges","listText":"On Thursday, three major US stock indexes collectively closed higher. At the close, <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> settled at 4293.93, rebounding 20% from its low point in October 2022, entering a technical bull market. It also signalled the ending of the longest <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> bear market since the 1940s. Tech sector rally end the second longest bear marketThe S&amp;P 500 index has been in bear market territory for 244 trading days, marking the longest duration since May 15, 1948. That year, the bear market lasted for 484 trading days. Historically, bear markets have an average duration of 142 trading days.S&amp;P 500 index has risen 11.5% year-to-date, but a large portion of the gains are attributed to surges","text":"On Thursday, three major US stock indexes collectively closed higher. At the close, $S&P 500(.SPX)$ settled at 4293.93, rebounding 20% from its low point in October 2022, entering a technical bull market. It also signalled the ending of the longest $S&P 500(.SPX)$ bear market since the 1940s. Tech sector rally end the second longest bear marketThe S&P 500 index has been in bear market territory for 244 trading days, marking the longest duration since May 15, 1948. That year, the bear market lasted for 484 trading days. Historically, bear markets have an average duration of 142 trading days.S&P 500 index has risen 11.5% year-to-date, but a large portion of the gains are attributed to surges","images":[{"img":"https://community-static.tradeup.com/news/e5b60827ac5865da6b69db1de4f9474e","width":"950","height":"1580"},{"img":"https://community-static.tradeup.com/news/8c908266987fc98b3287b8e6362b0624","width":"560","height":"240"},{"img":"https://community-static.tradeup.com/news/f09a0c82d8d8204398d3f2ef2be5092d","width":"1000","height":"836"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185597897265152","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194112009691344,"gmtCreate":1688430396698,"gmtModify":1688430403332,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus Pink","avatar":"https://community-static.tradeup.com/news/39e934cbdc05761469dbe8569c8d86af","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/194112009691344","repostId":"1131220953","repostType":4,"repost":{"id":"1131220953","pubTimestamp":1688396881,"share":"https://www.laohu8.com/m/news/1131220953?lang=&edition=full","pubTime":"2023-07-03 23:08","market":"us","language":"zh","title":"被巴菲特称为“金融灾难”的一笔投资，是如何发生的","url":"https://stock-news.laohu8.com/highlight/detail?id=1131220953","media":"聪明投资者","summary":"我从不想跟一个丑女人上床，但当我确信好几次醒来，身边躺的就是。","content":"<html><head></head><body><p>在巴菲特的投资生涯中，成功的案例数不胜数。</p><p style=\"text-align: justify;\">但智者千虑，难免有一失，实际上，巴菲特就曾多次反省自己投资中的那些的错误。</p><p style=\"text-align: justify;\">1993年，巴菲特以换股方式收购德克斯特鞋业（Dexter Shoe）。</p><p style=\"text-align: justify;\">当时巴菲特对这家公司充满信心，公开赞誉它是一颗“商业明珠”，是他职业生涯中见过的管理得最好的公司之一。</p><p style=\"text-align: justify;\">然而，在此后的几年间，一切都发生了变化，德克斯特面临进口低价鞋的竞争，利润下滑，拖累了伯克希尔的整个鞋业。</p><p style=\"text-align: justify;\">最终，2001年，它被并入伯克希尔的布朗鞋业。</p><p style=\"text-align: justify;\">雪上加霜的是，巴菲特在买入时，选择用伯克希尔哈撒韦公司1.6%的股票支付而非现金，相当于花费一家出色企业的股票换取了另一家失败公司的股票。</p><p style=\"text-align: justify;\">其实当初买入这家公司时，巴菲特很有信心，尤其看好其管理层。创始人哈罗德·阿尔方德也是一个传奇企业家。</p><p style=\"text-align: justify;\">即便最终这笔投资被认为失败，巴菲特也不认为是管理层的问题，而是生意本身。</p><p style=\"text-align: justify;\">巴菲特将其称为自己做的最糟糕的交易，但从不回避自己可能犯更多错误的事实，他曾在股东信中开玩笑地引用一段鲍勃·迪伦歌词，来解释这种事情——“<strong>我从不想跟一个丑女人上床，但当我确信好几次醒来，身边躺的就是。</strong>” </p><p style=\"text-align: justify;\">而芒格则对此事在股东会上淡淡补充：“<strong>这表明，无论你多么努力地建立避免错误的系统，即使你很努力的保持在你的能力范围内，你仍然会犯错误。我想我可以自信地保证，这不会是我们最后一次犯错。</strong>”</p><h2 style=\"text-align: justify;\">1、巴菲特对于鞋业的投资</h2><p style=\"text-align: justify;\">巴菲特对于鞋业的投资，始于1991年买下布朗鞋业。这是北美地区一个生产工作鞋与工作靴的品牌，拥有非凡的销售毛利与资产报酬。</p><p style=\"text-align: justify;\">次年，布朗鞋业买下 Lowell 鞋业，一家专门制造护士专用鞋的公司。</p><p style=\"text-align: justify;\">因为这两家鞋业公司那几年的表现超出了巴菲特的预期，1993年，他决定买下缅因州的德克斯特鞋业，一家专门制造高级男女鞋的品牌。</p><p style=\"text-align: justify;\">而巴菲特与德克斯特的结缘，也与布朗鞋业有关。</p><p style=\"text-align: justify;\">德克斯特当时的总裁彼得·伦德（Peter Lunder）回忆称，自己正是通过梅尔维尔鞋业的董事长兼总裁弗兰克·鲁尼（Frank Rooney）认识巴菲特的。</p><p style=\"text-align: justify;\">弗兰克在 1978 年曾试图收购德克斯特。当时彼得和他的叔叔，也就是德克斯特董事长哈罗德·阿尔方德（Harold Alfond）都参加了会议，但交流后两人最终觉得，自己的公司还很年轻，还有很多未完的事情要去做，所以不能卖出去。</p><p style=\"text-align: justify;\">最终他们没有同意对方的收购建议，而是继续保持独立。</p><p style=\"text-align: justify;\">然而对方并没有放弃，此后多次找他们洽谈收购的事情，包括也有其他人想收购他们，但每次叔侄两人都敷衍了过去，并没有卖出。</p><p style=\"text-align: justify;\">一直到1992年，弗兰克的岳父，也就是布朗鞋业的董事长——雷·W·赫弗南 (Ray W. Heffernan)去世，他的家人把布朗鞋业卖给了伯克希尔，弗兰克由此与巴菲特结缘。</p><p style=\"text-align: justify;\">此后，巴菲特通过弗兰克联系了德克斯特，提出了收购要求。</p><p style=\"text-align: justify;\">最初的洽谈不是很成功，因为彼得和哈罗德都不想要现金，他们只对股票感兴趣。</p><p style=\"text-align: justify;\">直到1993年，巴菲特和弗兰克再次找到他们，双方经过了四个小时的会议，最终达成一致，用伯克希尔的股票来换取德克斯特。</p><p style=\"text-align: justify;\">1993 年，79 岁的哈罗德·阿尔方德将德克斯特卖给了沃伦·巴菲特，换取了伯克希尔哈撒韦公司的股票。</p><p style=\"text-align: justify;\">事后来看，他们选择要伯克希尔股票的这一想法，相当聪明，而这笔交易也让巴菲特和他们结缘，很多年后，在彼得办公室的墙上，都还一直挂着巴菲特的题字照片。</p><h2 style=\"text-align: justify;\">2、德克斯特的管理层</h2><p style=\"text-align: justify;\">实际上，巴菲特在买入布朗鞋业时就已经知道，鞋子这个行业竞争相当激烈，美国本土制鞋业难以与国外进口的低价产品竞争。</p><p style=\"text-align: justify;\">他说：“在全美一年 10 亿双的采购量中，大约有 85%是从国外进口，而产业中大部分的制造工厂表现都乏善可陈。”</p><p style=\"text-align: justify;\">“由于款式与型号繁多导致库存压力相当重，同时收入还都是大笔的应收账款。”</p><p style=\"text-align: justify;\">但巴菲特看中了布朗鞋业的管理层和它的创始人。</p><p style=\"text-align: justify;\">针对布朗鞋业，他说：“在这样的环境底下，只有像弗兰克这样优秀的经理人再加上赫弗南先生所建立这样的事业才有可能生存。”</p><p style=\"text-align: justify;\">在买入布朗鞋业后，巴菲特把弗兰克叫来管理公司。</p><p style=\"text-align: justify;\">同样的，买入德克斯特，同样是巴菲特对于哈罗德·阿尔方德的押注。他认为布朗鞋业与德克斯特都有能力对抗外来入侵者。</p><p style=\"text-align: justify;\">而在巅峰时期的那几年，德克斯特确实表现出色，创始人哈罗德也是一个传奇人物。</p><p style=\"text-align: justify;\">1914 年出生于马萨诸塞州，美国经济大萧条期间，他刚好成年。哈罗德没有上过大学，高中毕业的他，就跟随父亲在缅因州从事制鞋业务。</p><p style=\"text-align: justify;\">最开始，他在制鞋工厂做工，时薪25美分。1956年，他用一万美元创立了德克斯特。两年后，他的侄子彼得·伦德（Peter Lunder）加入。</p><p style=\"text-align: justify;\">从此两人建立起了年产 750 万双鞋子的企业。他们的大部分鞋子都在缅因州生产，其余的则在波多黎各。</p><p style=\"text-align: justify;\">1971 年，德克斯特在缅因州斯科希甘的工厂率先开设工厂直销店，该公司成为全国首批零售自己产品的制造商之一。</p><p style=\"text-align: justify;\">最终，德克斯特将这种模式扩展到全国 80 多家直销店。在鼎盛时期，他们雇佣了 4,000 多名员工，年销售额超过 2.5 亿美元。</p><p style=\"text-align: justify;\">巴菲尔评价德克斯特，说它拥有悠久的盈利历史、经久不衰的特许经营权和卓越的管理。</p><p style=\"text-align: justify;\">哈罗德和彼得当时也表示，合并对两家公司都有好处。</p><p style=\"text-align: justify;\">“伯克希尔哈撒韦公司熟悉制鞋业，并认同我们专注于长期目标的管理理念，”他们说。</p><p style=\"text-align: justify;\">在买入德克斯特后，一如巴菲特以往的操作，没有更换管理层。</p><p style=\"text-align: justify;\">在那年的股东信中，巴菲特对德克斯特给予了极高的赞赏——“这次我可以向大家保证德克斯特并不需要改造，德克斯特是查理跟我在职业生涯中，所见过最好的公司之一。”</p><p style=\"text-align: justify;\">他还补充道，用伯克希尔股票来支付是一个明智的决定。</p><h2 style=\"text-align: justify;\">3、从“最好的公司”到“最糟糕的交易”</h2><p style=\"text-align: justify;\">巴菲特对于德克斯特给予了很高的期望，但这笔投资的后续并不美好。</p><p style=\"text-align: justify;\">此后几年，果然按照巴菲特一开始的判断，美国制鞋业受到海外进口低价产品的竞争，难以为继，业绩也连连下滑。</p><p style=\"text-align: justify;\">而管理层似乎也不能扭转这种趋势，巴菲特在1999年的股东信中终于承认了这一问题：</p><p style=\"text-align: justify;\">“我们旗下的制造、零售与服务业的表现几乎接近完美，德克斯特鞋业除外，不过该公司的问题不在于经营管理。</p><p style=\"text-align: justify;\">就工作上的经验、活力与认真而言，德克斯特与其它子公司优秀的经理人毫无二致。主要原因还在于我们的制造据点位于美国本土，缺乏竞争优势。</p><p style=\"text-align: justify;\">总计 1999 年，在美国 13 亿双的鞋子消耗量中，93%来自于进口，廉价的劳工成本是主要的关键因素。”</p><p style=\"text-align: justify;\">面对这一问题，巴菲特的对策是从海外寻找潜在的代工，但这并未解决问题。</p><p style=\"text-align: justify;\">“我在 1993 年斥资买下德克斯特根本是个错误，更惨的是当时我还是用伯克希尔股份换来的。”巴菲特在 2000 年的信中承认。</p><p style=\"text-align: justify;\">当然，巴菲特依然认可公司的管理层，赞赏他们称：“于公于私我们制鞋事业的经理人都称得上是一流的，他们在非常艰苦的环境下努力工作，即便他们早已不必为了五斗米而折腰，为此我衷心地佩服并感谢他们。”</p><p style=\"text-align: justify;\">到了2001年，伯克希尔的制鞋事业营运税前损失高达 4,620 万美元，尽管布朗鞋业仍有获利，依然无法扭转整体的亏损。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32d33adf34253dc54e1ea2ff8b901d5f\" title=\"制图：聪明投资者\" tg-width=\"1080\" tg-height=\"608\"/><span>制图：聪明投资者</span></p><p>制图：聪明投资者</p><p style=\"text-align: justify;\">巴菲特寄希望于布朗鞋业的管理者来扭转德克斯特的困局，将德克斯特并入了布朗鞋业。</p><p style=\"text-align: justify;\">至此，哈罗德·阿尔方德也离开了他一手创立的公司，专心致力于慈善事业了。</p><p style=\"text-align: justify;\">并入后的次年取得了一定的效果，伯克希尔鞋类利润回升至 2,400 万美元，较 2001 年的亏损，大幅改善了 7,000 万美元。</p><p style=\"text-align: justify;\">而巴菲特则表示德克斯特的营运已回归正轨，尽管解决问题耗费了不少成本。</p><p style=\"text-align: justify;\">可惜这种复苏却没能持续。</p><p style=\"text-align: justify;\">至此，德克斯特的故事已经结束得差不多了，但巴菲特在此后的生涯里多次提及这家公司。</p><p style=\"text-align: justify;\">在 2007 年致股东的信中，他再次哀叹自己的错误：</p><p style=\"text-align: justify;\"><strong>“德克斯特公司是 1993 年我用价值 4.33 亿美元的 25203 股伯克希尔的 A 股股票，买下的制鞋公司。在随后几年里，不但我自认为的持续竞争优势消失得无影无踪。而且这只是个开始：由于用的是伯克希尔的股票，我将这个错误放大很多。”</strong></p><p style=\"text-align: justify;\">“说到底，我就是放弃一份，现在的价值是 2200 亿美元，出色的生意的 1.6％，买回了一项毫无价值的生意。到此为止，德克斯特是我做的最糟糕的交易。”</p><p style=\"text-align: justify;\">2014年，巴菲特在信中称这笔投资是一场金融灾难，应该在吉尼斯世界纪录中占有一席之地。</p><h2 style=\"text-align: justify;\">4、最大的赢家——阿尔方德家族</h2><p style=\"text-align: justify;\">虽然这笔收购被巴菲特本人称为他做过的最糟糕的交易，但阿尔方德家族却在这笔投资中大赚特赚，因为他们拿到了伯克希尔的股票，成为了这笔交易的最大赢家。</p><p style=\"text-align: justify;\">实际上，这也成为很多卖身给伯克希尔企业的选择，他们更倾向于拥有伯克希尔的股票。</p><p style=\"text-align: justify;\">在伯克希尔收购后，哈罗德·阿尔方德一直管理德克斯特，直到它在2001 年被并入布朗鞋业。</p><p style=\"text-align: justify;\">哈罗德·阿尔方德慷慨地捐出了他的财富，通过他自己的私人基金会，他一直在支持当地的慈善事业。</p><p style=\"text-align: justify;\">很长一段时间内，阿尔方德家族都没有卖出一股伯克希尔的股票，而伯克希尔不断上涨的股价，无疑为他们提供了更多财富，也为他们的慈善事业提供了更多支持。</p><p style=\"text-align: justify;\">在他的一生中，哈罗德为慈善事业贡献了数百万美元，90岁高龄时依然在工作。</p><p style=\"text-align: justify;\">因为哈罗德是一位多才多艺的运动员、体育迷，并且坚信体育为年轻人提供了宝贵的个人成长机会。</p><p style=\"text-align: justify;\">他的许多捐赠都捐给了公立私立的学院和大学，以及私立中学，用于建造运动设施和运动场。很多学术、体育、医疗保健和社区建筑和设施都冠以 Alfond 的名字。</p><p style=\"text-align: justify;\">2007 年，哈罗德·阿尔方德去世。</p><p style=\"text-align: justify;\">他将几乎所有财富都捐给了自己的基金会，该基金会至今仍在支持缅因州的慈善事业。</p><p style=\"text-align: justify;\">某种程度上，这也算和同样热爱慈善事业的巴菲特，最终殊途同归吧。</p></body></html>","source":"Capital-nature","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>被巴菲特称为“金融灾难”的一笔投资，是如何发生的</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被巴菲特称为“金融灾难”的一笔投资，是如何发生的\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-03 23:08 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/O0HdWcmiN2fviXGW0PaOVw?global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A4%7D><strong>聪明投资者</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在巴菲特的投资生涯中，成功的案例数不胜数。但智者千虑，难免有一失，实际上，巴菲特就曾多次反省自己投资中的那些的错误。1993年，巴菲特以换股方式收购德克斯特鞋业（Dexter Shoe）。当时巴菲特对这家公司充满信心，公开赞誉它是一颗“商业明珠”，是他职业生涯中见过的管理得最好的公司之一。然而，在此后的几年间，一切都发生了变化，德克斯特面临进口低价鞋的竞争，利润下滑，拖累了伯克希尔的整个鞋业。最终...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/O0HdWcmiN2fviXGW0PaOVw?global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A4%7D\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ee8356647b06585ac937a0f45e6aeb17","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"https://mp.weixin.qq.com/s/O0HdWcmiN2fviXGW0PaOVw?global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A4%7D","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131220953","content_text":"在巴菲特的投资生涯中，成功的案例数不胜数。但智者千虑，难免有一失，实际上，巴菲特就曾多次反省自己投资中的那些的错误。1993年，巴菲特以换股方式收购德克斯特鞋业（Dexter Shoe）。当时巴菲特对这家公司充满信心，公开赞誉它是一颗“商业明珠”，是他职业生涯中见过的管理得最好的公司之一。然而，在此后的几年间，一切都发生了变化，德克斯特面临进口低价鞋的竞争，利润下滑，拖累了伯克希尔的整个鞋业。最终，2001年，它被并入伯克希尔的布朗鞋业。雪上加霜的是，巴菲特在买入时，选择用伯克希尔哈撒韦公司1.6%的股票支付而非现金，相当于花费一家出色企业的股票换取了另一家失败公司的股票。其实当初买入这家公司时，巴菲特很有信心，尤其看好其管理层。创始人哈罗德·阿尔方德也是一个传奇企业家。即便最终这笔投资被认为失败，巴菲特也不认为是管理层的问题，而是生意本身。巴菲特将其称为自己做的最糟糕的交易，但从不回避自己可能犯更多错误的事实，他曾在股东信中开玩笑地引用一段鲍勃·迪伦歌词，来解释这种事情——“我从不想跟一个丑女人上床，但当我确信好几次醒来，身边躺的就是。” 而芒格则对此事在股东会上淡淡补充：“这表明，无论你多么努力地建立避免错误的系统，即使你很努力的保持在你的能力范围内，你仍然会犯错误。我想我可以自信地保证，这不会是我们最后一次犯错。”1、巴菲特对于鞋业的投资巴菲特对于鞋业的投资，始于1991年买下布朗鞋业。这是北美地区一个生产工作鞋与工作靴的品牌，拥有非凡的销售毛利与资产报酬。次年，布朗鞋业买下 Lowell 鞋业，一家专门制造护士专用鞋的公司。因为这两家鞋业公司那几年的表现超出了巴菲特的预期，1993年，他决定买下缅因州的德克斯特鞋业，一家专门制造高级男女鞋的品牌。而巴菲特与德克斯特的结缘，也与布朗鞋业有关。德克斯特当时的总裁彼得·伦德（Peter Lunder）回忆称，自己正是通过梅尔维尔鞋业的董事长兼总裁弗兰克·鲁尼（Frank Rooney）认识巴菲特的。弗兰克在 1978 年曾试图收购德克斯特。当时彼得和他的叔叔，也就是德克斯特董事长哈罗德·阿尔方德（Harold Alfond）都参加了会议，但交流后两人最终觉得，自己的公司还很年轻，还有很多未完的事情要去做，所以不能卖出去。最终他们没有同意对方的收购建议，而是继续保持独立。然而对方并没有放弃，此后多次找他们洽谈收购的事情，包括也有其他人想收购他们，但每次叔侄两人都敷衍了过去，并没有卖出。一直到1992年，弗兰克的岳父，也就是布朗鞋业的董事长——雷·W·赫弗南 (Ray W. Heffernan)去世，他的家人把布朗鞋业卖给了伯克希尔，弗兰克由此与巴菲特结缘。此后，巴菲特通过弗兰克联系了德克斯特，提出了收购要求。最初的洽谈不是很成功，因为彼得和哈罗德都不想要现金，他们只对股票感兴趣。直到1993年，巴菲特和弗兰克再次找到他们，双方经过了四个小时的会议，最终达成一致，用伯克希尔的股票来换取德克斯特。1993 年，79 岁的哈罗德·阿尔方德将德克斯特卖给了沃伦·巴菲特，换取了伯克希尔哈撒韦公司的股票。事后来看，他们选择要伯克希尔股票的这一想法，相当聪明，而这笔交易也让巴菲特和他们结缘，很多年后，在彼得办公室的墙上，都还一直挂着巴菲特的题字照片。2、德克斯特的管理层实际上，巴菲特在买入布朗鞋业时就已经知道，鞋子这个行业竞争相当激烈，美国本土制鞋业难以与国外进口的低价产品竞争。他说：“在全美一年 10 亿双的采购量中，大约有 85%是从国外进口，而产业中大部分的制造工厂表现都乏善可陈。”“由于款式与型号繁多导致库存压力相当重，同时收入还都是大笔的应收账款。”但巴菲特看中了布朗鞋业的管理层和它的创始人。针对布朗鞋业，他说：“在这样的环境底下，只有像弗兰克这样优秀的经理人再加上赫弗南先生所建立这样的事业才有可能生存。”在买入布朗鞋业后，巴菲特把弗兰克叫来管理公司。同样的，买入德克斯特，同样是巴菲特对于哈罗德·阿尔方德的押注。他认为布朗鞋业与德克斯特都有能力对抗外来入侵者。而在巅峰时期的那几年，德克斯特确实表现出色，创始人哈罗德也是一个传奇人物。1914 年出生于马萨诸塞州，美国经济大萧条期间，他刚好成年。哈罗德没有上过大学，高中毕业的他，就跟随父亲在缅因州从事制鞋业务。最开始，他在制鞋工厂做工，时薪25美分。1956年，他用一万美元创立了德克斯特。两年后，他的侄子彼得·伦德（Peter Lunder）加入。从此两人建立起了年产 750 万双鞋子的企业。他们的大部分鞋子都在缅因州生产，其余的则在波多黎各。1971 年，德克斯特在缅因州斯科希甘的工厂率先开设工厂直销店，该公司成为全国首批零售自己产品的制造商之一。最终，德克斯特将这种模式扩展到全国 80 多家直销店。在鼎盛时期，他们雇佣了 4,000 多名员工，年销售额超过 2.5 亿美元。巴菲尔评价德克斯特，说它拥有悠久的盈利历史、经久不衰的特许经营权和卓越的管理。哈罗德和彼得当时也表示，合并对两家公司都有好处。“伯克希尔哈撒韦公司熟悉制鞋业，并认同我们专注于长期目标的管理理念，”他们说。在买入德克斯特后，一如巴菲特以往的操作，没有更换管理层。在那年的股东信中，巴菲特对德克斯特给予了极高的赞赏——“这次我可以向大家保证德克斯特并不需要改造，德克斯特是查理跟我在职业生涯中，所见过最好的公司之一。”他还补充道，用伯克希尔股票来支付是一个明智的决定。3、从“最好的公司”到“最糟糕的交易”巴菲特对于德克斯特给予了很高的期望，但这笔投资的后续并不美好。此后几年，果然按照巴菲特一开始的判断，美国制鞋业受到海外进口低价产品的竞争，难以为继，业绩也连连下滑。而管理层似乎也不能扭转这种趋势，巴菲特在1999年的股东信中终于承认了这一问题：“我们旗下的制造、零售与服务业的表现几乎接近完美，德克斯特鞋业除外，不过该公司的问题不在于经营管理。就工作上的经验、活力与认真而言，德克斯特与其它子公司优秀的经理人毫无二致。主要原因还在于我们的制造据点位于美国本土，缺乏竞争优势。总计 1999 年，在美国 13 亿双的鞋子消耗量中，93%来自于进口，廉价的劳工成本是主要的关键因素。”面对这一问题，巴菲特的对策是从海外寻找潜在的代工，但这并未解决问题。“我在 1993 年斥资买下德克斯特根本是个错误，更惨的是当时我还是用伯克希尔股份换来的。”巴菲特在 2000 年的信中承认。当然，巴菲特依然认可公司的管理层，赞赏他们称：“于公于私我们制鞋事业的经理人都称得上是一流的，他们在非常艰苦的环境下努力工作，即便他们早已不必为了五斗米而折腰，为此我衷心地佩服并感谢他们。”到了2001年，伯克希尔的制鞋事业营运税前损失高达 4,620 万美元，尽管布朗鞋业仍有获利，依然无法扭转整体的亏损。制图：聪明投资者制图：聪明投资者巴菲特寄希望于布朗鞋业的管理者来扭转德克斯特的困局，将德克斯特并入了布朗鞋业。至此，哈罗德·阿尔方德也离开了他一手创立的公司，专心致力于慈善事业了。并入后的次年取得了一定的效果，伯克希尔鞋类利润回升至 2,400 万美元，较 2001 年的亏损，大幅改善了 7,000 万美元。而巴菲特则表示德克斯特的营运已回归正轨，尽管解决问题耗费了不少成本。可惜这种复苏却没能持续。至此，德克斯特的故事已经结束得差不多了，但巴菲特在此后的生涯里多次提及这家公司。在 2007 年致股东的信中，他再次哀叹自己的错误：“德克斯特公司是 1993 年我用价值 4.33 亿美元的 25203 股伯克希尔的 A 股股票，买下的制鞋公司。在随后几年里，不但我自认为的持续竞争优势消失得无影无踪。而且这只是个开始：由于用的是伯克希尔的股票，我将这个错误放大很多。”“说到底，我就是放弃一份，现在的价值是 2200 亿美元，出色的生意的 1.6％，买回了一项毫无价值的生意。到此为止，德克斯特是我做的最糟糕的交易。”2014年，巴菲特在信中称这笔投资是一场金融灾难，应该在吉尼斯世界纪录中占有一席之地。4、最大的赢家——阿尔方德家族虽然这笔收购被巴菲特本人称为他做过的最糟糕的交易，但阿尔方德家族却在这笔投资中大赚特赚，因为他们拿到了伯克希尔的股票，成为了这笔交易的最大赢家。实际上，这也成为很多卖身给伯克希尔企业的选择，他们更倾向于拥有伯克希尔的股票。在伯克希尔收购后，哈罗德·阿尔方德一直管理德克斯特，直到它在2001 年被并入布朗鞋业。哈罗德·阿尔方德慷慨地捐出了他的财富，通过他自己的私人基金会，他一直在支持当地的慈善事业。很长一段时间内，阿尔方德家族都没有卖出一股伯克希尔的股票，而伯克希尔不断上涨的股价，无疑为他们提供了更多财富，也为他们的慈善事业提供了更多支持。在他的一生中，哈罗德为慈善事业贡献了数百万美元，90岁高龄时依然在工作。因为哈罗德是一位多才多艺的运动员、体育迷，并且坚信体育为年轻人提供了宝贵的个人成长机会。他的许多捐赠都捐给了公立私立的学院和大学，以及私立中学，用于建造运动设施和运动场。很多学术、体育、医疗保健和社区建筑和设施都冠以 Alfond 的名字。2007 年，哈罗德·阿尔方德去世。他将几乎所有财富都捐给了自己的基金会，该基金会至今仍在支持缅因州的慈善事业。某种程度上，这也算和同样热爱慈善事业的巴菲特，最终殊途同归吧。","news_type":1},"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191773492486424,"gmtCreate":1687828356049,"gmtModify":1687828361335,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus 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Like can watch video, getting any news,get some rewards,can share your article.pretty good.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9949377816","isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000487","authorId":"9000000000000487","name":"MaudNelly","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"Looks like we can do everything related to investment at here.","text":"Looks like we can do everything related to investment at here.","html":"Looks like we can do everything related to investment at here."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":279935473525024,"gmtCreate":1709365088076,"gmtModify":1709365091333,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus 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10:55","market":"sh","language":"zh","title":"宁德时代大涨超10%！大摩上调其评级至超配，目标价至210元","url":"https://stock-news.laohu8.com/highlight/detail?id=1126977771","media":"老虎资讯综合","summary":"3月11日，$宁德时代(300750)$大涨超10%，成交额超70亿！大摩称看到其基本面多个拐点，上调其评级至超配，并选为行业首选。$摩根士丹利(MS)$称，随着价格战接近尾声，$宁德时代(300750)$准备通过新一代大规模生产线提高成本效率，并扩大在净资产收益率方面的优势，看到$宁德时代(300750)$在基本面上的多个拐点，上调公司评级至超配，并选为行业首选。分析师Jack Lu等在报告中指出，宁德时代的股价看起来已反应了美国通胀削减法案的逆风。预计在一季度放缓后，宁德时代息税前利润增速会在接下来的几个季度恢复同比增长。上调公司目标价14%至210元人民币。","content":"<html><head></head><body><p>3月11日，<a href=\"https://laohu8.com/S/300750\">宁德时代</a>大涨超10%，成交额超70亿！大摩称看到其基本面多个拐点，上调其评级至超配，并选为行业首选。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>称，随着价格战接近尾声，<a href=\"https://laohu8.com/S/300750\">宁德时代</a>准备通过新一代大规模生产线提高成本效率，并扩大在净资产收益率方面的优势，看到<a href=\"https://laohu8.com/S/300750\">宁德时代</a>在基本面上的多个拐点，上调公司评级至超配，并选为行业首选。分析师Jack Lu等在报告中指出，宁德时代的股价看起来已反应了美国通胀削减法案的逆风。预计在一季度放缓后，宁德时代息税前利润增速会在接下来的几个季度恢复同比增长。上调公司目标价14%至210元人民币。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3918b639fad62cfbe473567947cd73e2\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>宁德时代大涨超10%！大摩上调其评级至超配，目标价至210元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n宁德时代大涨超10%！大摩上调其评级至超配，目标价至210元\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\">2024-03-11 10:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月11日，<a href=\"https://laohu8.com/S/300750\">宁德时代</a>大涨超10%，成交额超70亿！大摩称看到其基本面多个拐点，上调其评级至超配，并选为行业首选。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>称，随着价格战接近尾声，<a href=\"https://laohu8.com/S/300750\">宁德时代</a>准备通过新一代大规模生产线提高成本效率，并扩大在净资产收益率方面的优势，看到<a href=\"https://laohu8.com/S/300750\">宁德时代</a>在基本面上的多个拐点，上调公司评级至超配，并选为行业首选。分析师Jack Lu等在报告中指出，宁德时代的股价看起来已反应了美国通胀削减法案的逆风。预计在一季度放缓后，宁德时代息税前利润增速会在接下来的几个季度恢复同比增长。上调公司目标价14%至210元人民币。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3918b639fad62cfbe473567947cd73e2\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"300750":"宁德时代","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","MS":"摩根士丹利","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","LU0359201612.USD":"贝莱德中国基金A2","BK4526":"热门中概股","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0181495838.USD":"施罗德新兴亚洲A Acc","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","BK4519":"光伏太阳能","LU0971096721.USD":"富达环球金融服务 A","LU0823426480.USD":"法巴中国股票经典Dis","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4581":"高盛持仓","BK4504":"桥水持仓","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126977771","content_text":"3月11日，宁德时代大涨超10%，成交额超70亿！大摩称看到其基本面多个拐点，上调其评级至超配，并选为行业首选。摩根士丹利称，随着价格战接近尾声，宁德时代准备通过新一代大规模生产线提高成本效率，并扩大在净资产收益率方面的优势，看到宁德时代在基本面上的多个拐点，上调公司评级至超配，并选为行业首选。分析师Jack Lu等在报告中指出，宁德时代的股价看起来已反应了美国通胀削减法案的逆风。预计在一季度放缓后，宁德时代息税前利润增速会在接下来的几个季度恢复同比增长。上调公司目标价14%至210元人民币。","news_type":1},"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189544875556872,"gmtCreate":1687301125009,"gmtModify":1687301129220,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus 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[比心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979923101","repostId":"184973535875200","repostType":1,"repost":{"id":184973535875200,"gmtCreate":1686198837183,"gmtModify":1703659813079,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/f3e3c0218599fca5c4e265ddbee1fb32","crmLevel":4,"crmLevelSwitch":1},"themes":[],"title":"Coinbase (1) - (0) SEC. RobinHood As Witness.","htmlText":"I have covered the lawsuit of Binance &amp; Coinbase since it started. 06 June morning - <a href=\"https://ttm.financial/post/184633229738000\" target=\"_blank\">SEC Sues Binance. Who Wins? Who Loses?</a> 06 June evening - <a href=\"https://ttm.financial/post/184778527109296\" target=\"_blank\">SEC Sues Coinbase. Which US Stocks Will Benefit?</a> They are very interesting development. Click above blue titles to read. Show some love and give a “Like”, “Share” &amp; “Re-post” after reading ok. Rating is very important (to me)! The plot thickens as every day presents a new possibility on how the lawsuit of the Securities &amp; Exchange Commission (SEC) against (a) Binance &amp; (b) <a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> would take shape. Round One:","listText":"I have covered the lawsuit of Binance &amp; Coinbase since it started. 06 June morning - <a href=\"https://ttm.financial/post/184633229738000\" target=\"_blank\">SEC Sues Binance. Who Wins? Who Loses?</a> 06 June evening - <a href=\"https://ttm.financial/post/184778527109296\" target=\"_blank\">SEC Sues Coinbase. Which US Stocks Will Benefit?</a> They are very interesting development. Click above blue titles to read. Show some love and give a “Like”, “Share” &amp; “Re-post” after reading ok. Rating is very important (to me)! The plot thickens as every day presents a new possibility on how the lawsuit of the Securities &amp; Exchange Commission (SEC) against (a) Binance &amp; (b) <a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> would take shape. Round One:","text":"I have covered the lawsuit of Binance & Coinbase since it started. 06 June morning - SEC Sues Binance. Who Wins? Who Loses? 06 June evening - SEC Sues Coinbase. Which US Stocks Will Benefit? They are very interesting development. Click above blue titles to read. Show some love and give a “Like”, “Share” & “Re-post” after reading ok. Rating is very important (to me)! The plot thickens as every day presents a new possibility on how the lawsuit of the Securities & Exchange Commission (SEC) against (a) Binance & (b) $Coinbase Global, Inc.(COIN)$ would take shape. Round One:","images":[{"img":"https://community-static.tradeup.com/news/02aac283fd544a6c6372d89da8e43db7","width":"980","height":"311"},{"img":"https://community-static.tradeup.com/news/121433373c174c00891574d861c56b65","width":"1060","height":"231"},{"img":"https://community-static.tradeup.com/news/4a43c99901174a332bbd985e3555b110","width":"1171","height":"285"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184973535875200","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":301144318677224,"gmtCreate":1714541071694,"gmtModify":1714541074602,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus Pink","avatar":"https://community-static.tradeup.com/news/39e934cbdc05761469dbe8569c8d86af","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"[龇牙] [龇牙] [龇牙]","listText":"[龇牙] [龇牙] [龇牙]","text":"[龇牙] [龇牙] [龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/301144318677224","repostId":"301113890787408","repostType":1,"repost":{"id":301113890787408,"gmtCreate":1714520078050,"gmtModify":1714523965659,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"AMD ER overview: Q1 slightly beat, but shares drop on in-line guidance for Q2","htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> reported slightly higher-than-expected revenue and EPS for Q1, along with Q2 guidance showing a 6% year-over-year increase, in line with expectations. However, Wall Street expressed dissatisfaction with its AI chip-driven growth.Key metrics:Non-GAAP EPS: $0.62, compared to the expected $0.61 Revenue: $5.47 billion, slightly surpassing the expected $5.46 billion AMD's Q1 revenue increased by 2% year-over-year to $5.47 billion, slightly exceeding market expectations but lower than Q4 2023's $6.17 billion.Data center revenue, including AI chips, surged by 80% year-over-year to $2.3 billion, marking the highest quarterly revenue in the business's history. CEO Lisa Su mentioned that major companies like Microsoft, Meta, and","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> reported slightly higher-than-expected revenue and EPS for Q1, along with Q2 guidance showing a 6% year-over-year increase, in line with expectations. However, Wall Street expressed dissatisfaction with its AI chip-driven growth.Key metrics:Non-GAAP EPS: $0.62, compared to the expected $0.61 Revenue: $5.47 billion, slightly surpassing the expected $5.46 billion AMD's Q1 revenue increased by 2% year-over-year to $5.47 billion, slightly exceeding market expectations but lower than Q4 2023's $6.17 billion.Data center revenue, including AI chips, surged by 80% year-over-year to $2.3 billion, marking the highest quarterly revenue in the business's history. CEO Lisa Su mentioned that major companies like Microsoft, Meta, and","text":"$Advanced Micro Devices(AMD)$ reported slightly higher-than-expected revenue and EPS for Q1, along with Q2 guidance showing a 6% year-over-year increase, in line with expectations. However, Wall Street expressed dissatisfaction with its AI chip-driven growth.Key metrics:Non-GAAP EPS: $0.62, compared to the expected $0.61 Revenue: $5.47 billion, slightly surpassing the expected $5.46 billion AMD's Q1 revenue increased by 2% year-over-year to $5.47 billion, slightly exceeding market expectations but lower than Q4 2023's $6.17 billion.Data center revenue, including AI chips, surged by 80% year-over-year to $2.3 billion, marking the highest quarterly revenue in the business's history. CEO Lisa Su mentioned that major companies like Microsoft, Meta, and","images":[{"img":"https://community-static.tradeup.com/news/c0bfb26aabc70eba1c398b0f86dabeec","width":"1080","height":"1080"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/301113890787408","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300425478975624,"gmtCreate":1714365486784,"gmtModify":1714365488741,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus Pink","avatar":"https://community-static.tradeup.com/news/39e934cbdc05761469dbe8569c8d86af","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"[龇牙] [龇牙] [龇牙]","listText":"[龇牙] [龇牙] [龇牙]","text":"[龇牙] [龇牙] [龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300425478975624","repostId":"300354188939400","repostType":1,"repost":{"id":300354188939400,"gmtCreate":1714348081990,"gmtModify":1714355334136,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":2,"crmLevelSwitch":0},"themes":[],"title":"$1.4T US liquidity spike Might Help A Bitcoin Bull Market Run","htmlText":"If we look at how the economic data played out last week, we could see <a href=\"https://ttm.financial/FUT/BTCmain\">$CME Bitcoin - main 2405(BTCmain)$</a> experiencing a “re-acceleration” of its bull market, this new US economic shifts might trigger a liquidity comes roaring back to the economy this week. Forget About The Fed. Crypto Bull Market is Next The market expectation of a rate cut this coming 01 May 2024, look like almost impossible, with only 2.5% possibility, this is what Bitcoin and altcoins think of little hope for U.S. Federal Reserve dropping interest rates soon to attract more liquidity into the economy. Actually we should be watching Treasury Secretary Janet Yellen, instead of Fed for the liquidity flow. On 29 April 2024, the U.S. Treasury will release the quarterly refund","listText":"If we look at how the economic data played out last week, we could see <a href=\"https://ttm.financial/FUT/BTCmain\">$CME Bitcoin - main 2405(BTCmain)$</a> experiencing a “re-acceleration” of its bull market, this new US economic shifts might trigger a liquidity comes roaring back to the economy this week. Forget About The Fed. Crypto Bull Market is Next The market expectation of a rate cut this coming 01 May 2024, look like almost impossible, with only 2.5% possibility, this is what Bitcoin and altcoins think of little hope for U.S. Federal Reserve dropping interest rates soon to attract more liquidity into the economy. Actually we should be watching Treasury Secretary Janet Yellen, instead of Fed for the liquidity flow. On 29 April 2024, the U.S. Treasury will release the quarterly refund","text":"If we look at how the economic data played out last week, we could see $CME Bitcoin - main 2405(BTCmain)$ experiencing a “re-acceleration” of its bull market, this new US economic shifts might trigger a liquidity comes roaring back to the economy this week. Forget About The Fed. Crypto Bull Market is Next The market expectation of a rate cut this coming 01 May 2024, look like almost impossible, with only 2.5% possibility, this is what Bitcoin and altcoins think of little hope for U.S. Federal Reserve dropping interest rates soon to attract more liquidity into the economy. Actually we should be watching Treasury Secretary Janet Yellen, instead of Fed for the liquidity flow. On 29 April 2024, the U.S. Treasury will release the quarterly refund","images":[{"img":"https://community-static.tradeup.com/news/c750e8d0ab1d2fe3792614c150bf10a2","width":"473","height":"570"},{"img":"https://community-static.tradeup.com/news/90259eb7aa770bb8a3a3fc78c73b35b8","width":"1138","height":"397"},{"img":"https://community-static.tradeup.com/news/8956159d8221eb4adc1a2bd1ddbdbdf7","width":"1118","height":"501"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300354188939400","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300425349693576,"gmtCreate":1714365455222,"gmtModify":1714365457863,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus Pink","avatar":"https://community-static.tradeup.com/news/39e934cbdc05761469dbe8569c8d86af","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"[龇牙] [龇牙] [龇牙]","listText":"[龇牙] [龇牙] [龇牙]","text":"[龇牙] [龇牙] [龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300425349693576","repostId":"299805942845440","repostType":1,"repost":{"id":299805942845440,"gmtCreate":1714200566829,"gmtModify":1714271610347,"author":{"id":"3527667671935448","authorId":"3527667671935448","name":"ASX_Stars","avatar":"https://community-static.tradeup.com/news/48bcfb89e2c095e8e61fbfabac76d78a","crmLevel":0,"crmLevelSwitch":0},"themes":[],"title":"Weekly | ResMed Jumps 10% on Strong Quarterly Update!","htmlText":"As of the close on Friday, <a href=\"https://ttm.financial/S/XJO.AU\">$S&amp;P/ASX 200(XJO.AU)$</a>&nbsp;closed at 7,575.90 on Friday,&nbsp;down 0.87% in the&nbsp;past&nbsp;5&nbsp;days.&nbsp;1. <a href=\"https://ttm.financial/S/RMD.AU\">$Resmed DRC(RMD.AU)$</a> +14.01%The ResMed Inc share price is avoiding the market selloff and racing higher on Friday. In early trade, the sleep disorder treatment company's shares are up an impressive 10% to $31.50.TLX stock rose 14.01% this week primarily due to Investors have been fighting to get hold of the company's shares following the release of its third quarter update.Another big positive was the company's gross margin, which improved 260 basis points to 57.9% on a GAAP basis and 240 basis points to 58.5% on a non-GAAP basis. This was ahead of the cons","listText":"As of the close on Friday, <a href=\"https://ttm.financial/S/XJO.AU\">$S&amp;P/ASX 200(XJO.AU)$</a>&nbsp;closed at 7,575.90 on Friday,&nbsp;down 0.87% in the&nbsp;past&nbsp;5&nbsp;days.&nbsp;1. <a href=\"https://ttm.financial/S/RMD.AU\">$Resmed DRC(RMD.AU)$</a> +14.01%The ResMed Inc share price is avoiding the market selloff and racing higher on Friday. In early trade, the sleep disorder treatment company's shares are up an impressive 10% to $31.50.TLX stock rose 14.01% this week primarily due to Investors have been fighting to get hold of the company's shares following the release of its third quarter update.Another big positive was the company's gross margin, which improved 260 basis points to 57.9% on a GAAP basis and 240 basis points to 58.5% on a non-GAAP basis. This was ahead of the cons","text":"As of the close on Friday, $S&P/ASX 200(XJO.AU)$ closed at 7,575.90 on Friday, down 0.87% in the past 5 days. 1. $Resmed DRC(RMD.AU)$ +14.01%The ResMed Inc share price is avoiding the market selloff and racing higher on Friday. In early trade, the sleep disorder treatment company's shares are up an impressive 10% to $31.50.TLX stock rose 14.01% this week primarily due to Investors have been fighting to get hold of the company's shares following the release of its third quarter update.Another big positive was the company's gross margin, which improved 260 basis points to 57.9% on a GAAP basis and 240 basis points to 58.5% on a non-GAAP basis. This was ahead of the cons","images":[{"img":"https://community-static.tradeup.com/news/24dbafc0062434206e9a1e864c9e6dc0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299805942845440","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":299731666538608,"gmtCreate":1714196181246,"gmtModify":1714196183971,"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus Pink","avatar":"https://community-static.tradeup.com/news/39e934cbdc05761469dbe8569c8d86af","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"[龇牙] [龇牙] [龇牙]","listText":"[龇牙] [龇牙] [龇牙]","text":"[龇牙] [龇牙] [龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299731666538608","repostId":"299502549360664","repostType":1,"repost":{"id":299502549360664,"gmtCreate":1714140158507,"gmtModify":1714196402056,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/f3e3c0218599fca5c4e265ddbee1fb32","crmLevel":4,"crmLevelSwitch":1},"themes":[],"title":"TSLA: Earnings plunged & Blind Faith remains!","htmlText":"Which is the Evil twin and Good twin? Q1 2024 Results. Tesla finally released its Q1 2024 earnings and it was not a pretty sight. Actuals vs Wall Street expectations: (analysts surveyed by LSEG): Tesla Q1 2024 Revenue Revenue:&nbsp;$21.30 billion vs. $22.15 billion expected. (see above) Earnings per share:&nbsp;$0.45 (adjusted) vs. $0.51 expected. Operating profit margins: 5.5% vs. 6.6% expected Other Key Metrics and YoY comparison. A high-level comparison of other key earnings metrics shows the extent of the “bad” results. (see below) Revenue declined from $23.33 billion (YoY) and from $25.17 billion in Q4 2023. Net income dropped -55% from $2.51 billion to $1.13 billion YoY. EPS dropped -53.42% from $0.73 cents a share to $0.34 a share YoY. Free Cash Flow. Tesla’s free cash flow w","listText":"Which is the Evil twin and Good twin? Q1 2024 Results. Tesla finally released its Q1 2024 earnings and it was not a pretty sight. Actuals vs Wall Street expectations: (analysts surveyed by LSEG): Tesla Q1 2024 Revenue Revenue:&nbsp;$21.30 billion vs. $22.15 billion expected. (see above) Earnings per share:&nbsp;$0.45 (adjusted) vs. $0.51 expected. Operating profit margins: 5.5% vs. 6.6% expected Other Key Metrics and YoY comparison. A high-level comparison of other key earnings metrics shows the extent of the “bad” results. (see below) Revenue declined from $23.33 billion (YoY) and from $25.17 billion in Q4 2023. Net income dropped -55% from $2.51 billion to $1.13 billion YoY. EPS dropped -53.42% from $0.73 cents a share to $0.34 a share YoY. Free Cash Flow. Tesla’s free cash flow w","text":"Which is the Evil twin and Good twin? Q1 2024 Results. Tesla finally released its Q1 2024 earnings and it was not a pretty sight. Actuals vs Wall Street expectations: (analysts surveyed by LSEG): Tesla Q1 2024 Revenue Revenue: $21.30 billion vs. $22.15 billion expected. (see above) Earnings per share: $0.45 (adjusted) vs. $0.51 expected. Operating profit margins: 5.5% vs. 6.6% expected Other Key Metrics and YoY comparison. A high-level comparison of other key earnings metrics shows the extent of the “bad” results. (see below) Revenue declined from $23.33 billion (YoY) and from $25.17 billion in Q4 2023. Net income dropped -55% from $2.51 billion to $1.13 billion YoY. EPS dropped -53.42% from $0.73 cents a share to $0.34 a share YoY. Free Cash Flow. Tesla’s free cash flow w","images":[{"img":"https://community-static.tradeup.com/news/4aa4eec841453baa5b638e99f3a7af16","width":"653","height":"175"},{"img":"https://community-static.tradeup.com/news/f11a7ab555ca5f4f897da295fcb7bfd9","width":"886","height":"496"},{"img":"https://community-static.tradeup.com/news/d65ad950b7dff854507b71b0300851bb","width":"617","height":"310"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299502549360664","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":12,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}