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TheWhiteTige

趋利避害

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- TheWhiteTigeTheWhiteTige
  ·2021-06-11
  nice
  美国投行AGP：极光(JG.US)Q1业绩再超预期，新的产品功能驱动流量提升和ARPU增长
  格隆汇6月11日丨美国知名投资银行Alliance Global Partners昨日发布研报，维持极光“买入”评级和7美元的目标价。AGP在研报中指出：1）极光1Q21业绩再超预期，得益于市场对增值服务的持续需求，以及垂直应用的强劲复苏。6）基于1Q21超预期的业绩，将2021年收入预期从5820万美元提升至5960万美元。7）维持“买入”的评级和7美元的目标价，较极光6月10日收盘价有133%的潜在上涨空间。
  美国投行AGP：极光(JG.US)Q1业绩再超预期，新的产品功能驱动流量提升和ARPU增长
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- TheWhiteTigeTheWhiteTige
  ·2021-03-10
  Due
  “新债王”：纳指可能重现2000-2003式的下跌
  今日，有“新债王”之称的DoubleLine创始人Jeffrey Gundlach在电话会上表示，尽管采取了所有的刺激措施，但在恢复经济增长速度之前，美国不会完全摆脱衰退。 Gundlach在电话会上
  “新债王”：纳指可能重现2000-2003式的下跌
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- TheWhiteTigeTheWhiteTige
  ·2021-02-03
  If you want to go on, you will take two steps without illness. All you have to go is gone. If you don't go, it's a waste of time.
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- TheWhiteTigeTheWhiteTige
  ·2021-02-03
  $Sundial Growers Inc.(SNDL)$ If you want to go on, you will take two steps without illness. All you have to go is gone. If you don't go, it's a waste of time.
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- TheWhiteTigeTheWhiteTige
  ·2021-02-02
  $Sundial Growers Inc.(SNDL)$ Don't panic. Now this kind of gross ticket is really too few. Cherish it if you have it.
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href=\"https://laohu8.com/S/AAPL\">苹果</a>新的IDFA政策不会对极光业务有任何负面影响。</p><p>6）基于1Q21超预期的业绩，将2021年收入预期从5820万美元提升至5960万美元。</p><p>7）维持“买入”的评级和7美元的目标价，较极光6月10日收盘价有133%的潜在上涨空间。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国投行AGP：极光(JG.US)Q1业绩再超预期，新的产品功能驱动流量提升和ARPU增长</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国投行AGP：极光(JG.US)Q1业绩再超预期，新的产品功能驱动流量提升和ARPU增长\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 16:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061116010379c51711&s=b><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格隆汇6月11日丨美国知名投资银行Alliance Global Partners昨日发布研报，维持极光(JG.US)“买入”评级和7美元的目标价。AGP在研报中指出：1）极光1Q21业绩再超预期，得益于市场对增值服务的持续需求，以及垂直应用的强劲复苏。2）极光联盟是连接小程序及其他广告主和需要流量变现的移动APP的主要催化剂。3）UMS和VaaS产品已经推向市场并将成为收入增长引擎，因为此产品...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061116010379c51711&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6696a7804fc125e32c38f848d97c02f7","relate_stocks":{"JG":"极光"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061116010379c51711&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2142274782","content_text":"格隆汇6月11日丨美国知名投资银行Alliance Global Partners昨日发布研报，维持极光(JG.US)“买入”评级和7美元的目标价。AGP在研报中指出：1）极光1Q21业绩再超预期，得益于市场对增值服务的持续需求，以及垂直应用的强劲复苏。2）极光联盟是连接小程序及其他广告主和需要流量变现的移动APP的主要催化剂。3）UMS和VaaS产品已经推向市场并将成为收入增长引擎，因为此产品帮助提升客单价ARPU，和交叉销售的机会。4）极光联盟In-app产品新功能将助推流量曝光的提升和更多广告主的接入。5）苹果新的IDFA政策不会对极光业务有任何负面影响。6）基于1Q21超预期的业绩，将2021年收入预期从5820万美元提升至5960万美元。7）维持“买入”的评级和7美元的目标价，较极光6月10日收盘价有133%的潜在上涨空间。","news_type":1},"isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321066880,"gmtCreate":1615385969040,"gmtModify":1704782007839,"author":{"id":"3571311396692262","authorId":"3571311396692262","name":"TheWhiteTige","avatar":"https://static.tigerbbs.com/a0e11884fff332bdfd4fc9335cd437ab","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571311396692262","authorIdStr":"3571311396692262"},"themes":[],"htmlText":"Due","listText":"Due","text":"Due","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321066880","repostId":"2118267226","repostType":4,"repost":{"id":"2118267226","pubTimestamp":1615374044,"share":"https://ttm.financial/m/news/2118267226?lang=&edition=fundamental","pubTime":"2021-03-10 19:00","market":"us","language":"zh","title":"“新债王”：纳指可能重现2000-2003式的下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2118267226","media":"华尔街见闻","summary":"今日，有“新债王”之称的DoubleLine创始人Jeffrey Gundlach在电话会上表示，尽管采取了所有的刺激措施，但在恢复经济增长速度之前，美国不会完全摆脱衰退。 Gundlach在电话会上","content":"<p>今日，有“新债王”之称的DoubleLine创始人Jeffrey Gundlach在电话会上表示，尽管采取了所有的刺激措施，但在恢复经济增长速度之前，美国不会完全摆脱衰退。</p><h2><b> Gundlach在电话会上发表的核心观点如下:</b></h2><p>美国个人收入的27%都来自政府，人们可能开始相信刺激是永久性的。</p><p>CPI会在6-7月份超过3%并在上面停留几个月。</p><p>美元短暂反弹后将下跌。</p><p>纳斯达克可能已经见顶，对应2000年泡沫的双顶。</p><p>下次金融市场危机到来VIX会超过100。</p><p>黄金经过昨日跌至每盎司1680美元应该已经见底。</p><p>目前最便宜的资产是农场。</p><h2>具体来看：</h2><p><b>人们可能开始相信刺激是永久性的</b></p><p>Gundlach指出，在美国居民个人收入构成中，来自政府的补贴收入占比已经达到27%，而刺激计划还需要继续进行。</p><p><img src=\"https://wpimg.wallstcn.com/c2adffa4-0bb1-43d0-832e-31902660afac.png\" tg-width=\"554\" tg-height=\"410\" referrerpolicy=\"no-referrer\"></p><p>这也使得美国的预算赤字已经达到创纪录的GDP的16.2%。</p><p><img src=\"https://wpimg.wallstcn.com/33661b16-c8a7-4cf2-a593-86728ce9f2f6.png\" tg-width=\"554\" tg-height=\"394\" referrerpolicy=\"no-referrer\"></p><p>对于给年收入15万美元的人一堆钱的美国刺激计划，Gundlach将其批评扩大到更广泛的债务货币化。同时警告说人们可能开始相信刺激是永久性的。</p><blockquote>最大的问题是我们已经完全沉迷于这些刺激计划。尽管人们可能开始相信刺激是永久性的，但我担心我们会看到对无休止刺激的一些实际需求。</blockquote><p><b>美元反弹后将下跌</b></p><p>接下来，在谈到美元时，Gundlach表示，尽管他最近几个月一直看涨美元，但他预计美元在短暂反弹后将下跌。</p><p><img src=\"https://wpimg.wallstcn.com/6ff6600d-5efd-48f1-98c7-9d67b61ae58c.png\" tg-width=\"554\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p><p><b>VIX指数在下一次经济低迷期间将超过100</b></p><p>对于股市，Gundlach提到了“超级六大”科技股，并表示这些股票的估值与疫情前的水平相比，高得惊人。</p><p>他展示了飙升的市盈率，称这些科技股的远期市盈率升至19倍，但没有1999年那么高。Gundlach表示，在美国总统乔•拜登谈论提高企业税率的问题上，一旦该法案纳入估值，市盈率可能会更高。</p><p><img src=\"https://wpimg.wallstcn.com/8398291d-0b4c-4ae2-bc7b-737924619736.png\" tg-width=\"554\" tg-height=\"415\" referrerpolicy=\"no-referrer\"></p><p>Gundlach警告说，纳斯达克指数可能会出现2000- 2003年那样的下跌，可能已经见顶。另外，Gundlach还做出了一个令人震惊的预测:“VIX指数在下一次衰退中将超过100。”</p><p><b>通货膨胀</b></p><p>造成“崩盘”的原因是什么？</p><p>Gundlach指出，也许是通货膨胀。在基数效应和刺激措施的支撑下，他预计今年夏天的几个月整体通货膨胀率将超过3%。</p><p><img src=\"https://wpimg.wallstcn.com/15cf3a7d-141a-4dc6-a3b1-60ee16a958d1.png\" tg-width=\"554\" tg-height=\"418\" referrerpolicy=\"no-referrer\"></p><p>Gundlach认为情况可能会变得更糟: 他将CPI与ISM价格进行了比较，说人们可以合理地预测总体通胀率可能会超过4%。</p><blockquote>这真的会吓坏债券市场。</blockquote><p><img src=\"https://wpimg.wallstcn.com/bdbddb24-8f40-4ca1-ae13-5082a1391ce0.png\" tg-width=\"554\" tg-height=\"385\" referrerpolicy=\"no-referrer\"></p><p><b>黄金可能反弹</b></p><p>Gundlach提到金价昨日跌至每盎司1680美元，尽管此前Gundlach对黄金持中性态度。现在，他表示这可能是本轮黄金周期的低点，黄金在长期内可能反弹。</p><blockquote>因为抛售已经相当强劲。</blockquote><p>DoubleLine的模型显示，黄金大约处于公允价值。</p><p>另外，他提到金/铜的比率表明，美10年期国债的收益率应该在3%，并预计长期收益率将出现温和的下跌。</p><p><img src=\"https://wpimg.wallstcn.com/fd9e3f26-a643-4268-a6ab-ab204d3055bb.png\" tg-width=\"554\" tg-height=\"379\" referrerpolicy=\"no-referrer\"></p><p><b>美联储会欢迎通胀上升</b></p><p>在过去几年里，美债的主要买家是美联储，Gundlach认为美债\"缺乏强劲的需求\"，并指出最近七年期美债灾难性的遭抛售是进一步的证据。</p><p>在Gundlach看来，美联储不仅不担心通胀上升，而且会欢迎通胀上升。因为负利率将使联邦债务更容易管理。</p><p><b>最便宜的资产是农田</b></p><p>在回答当前世界上最便宜的资产是什么的问题时，他的答案是：农田。</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“新债王”：纳指可能重现2000-2003式的下跌</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“新债王”：纳指可能重现2000-2003式的下跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-10 19:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3623059><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今日，有“新债王”之称的DoubleLine创始人Jeffrey Gundlach在电话会上表示，尽管采取了所有的刺激措施，但在恢复经济增长速度之前，美国不会完全摆脱衰退。 Gundlach在电话会上发表的核心观点如下:美国个人收入的27%都来自政府，人们可能开始相信刺激是永久性的。CPI会在6-7月份超过3%并在上面停留几个月。美元短暂反弹后将下跌。纳斯达克可能已经见顶，对应2000年泡沫的双顶...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3623059\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{"TQQQ":"纳指三倍做多ETF","QID":"纳指两倍做空ETF","03086":"华夏纳指","PSQ":"纳指反向ETF",".IXIC":"NASDAQ Composite","QLD":"纳指两倍做多ETF","SQQQ":"纳指三倍做空ETF","QQQ":"纳指100ETF"},"source_url":"https://wallstreetcn.com/articles/3623059","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2118267226","content_text":"今日，有“新债王”之称的DoubleLine创始人Jeffrey Gundlach在电话会上表示，尽管采取了所有的刺激措施，但在恢复经济增长速度之前，美国不会完全摆脱衰退。 Gundlach在电话会上发表的核心观点如下:美国个人收入的27%都来自政府，人们可能开始相信刺激是永久性的。CPI会在6-7月份超过3%并在上面停留几个月。美元短暂反弹后将下跌。纳斯达克可能已经见顶，对应2000年泡沫的双顶。下次金融市场危机到来VIX会超过100。黄金经过昨日跌至每盎司1680美元应该已经见底。目前最便宜的资产是农场。具体来看：人们可能开始相信刺激是永久性的Gundlach指出，在美国居民个人收入构成中，来自政府的补贴收入占比已经达到27%，而刺激计划还需要继续进行。这也使得美国的预算赤字已经达到创纪录的GDP的16.2%。对于给年收入15万美元的人一堆钱的美国刺激计划，Gundlach将其批评扩大到更广泛的债务货币化。同时警告说人们可能开始相信刺激是永久性的。最大的问题是我们已经完全沉迷于这些刺激计划。尽管人们可能开始相信刺激是永久性的，但我担心我们会看到对无休止刺激的一些实际需求。美元反弹后将下跌接下来，在谈到美元时，Gundlach表示，尽管他最近几个月一直看涨美元，但他预计美元在短暂反弹后将下跌。VIX指数在下一次经济低迷期间将超过100对于股市，Gundlach提到了“超级六大”科技股，并表示这些股票的估值与疫情前的水平相比，高得惊人。他展示了飙升的市盈率，称这些科技股的远期市盈率升至19倍，但没有1999年那么高。Gundlach表示，在美国总统乔•拜登谈论提高企业税率的问题上，一旦该法案纳入估值，市盈率可能会更高。Gundlach警告说，纳斯达克指数可能会出现2000- 2003年那样的下跌，可能已经见顶。另外，Gundlach还做出了一个令人震惊的预测:“VIX指数在下一次衰退中将超过100。”通货膨胀造成“崩盘”的原因是什么？Gundlach指出，也许是通货膨胀。在基数效应和刺激措施的支撑下，他预计今年夏天的几个月整体通货膨胀率将超过3%。Gundlach认为情况可能会变得更糟: 他将CPI与ISM价格进行了比较，说人们可以合理地预测总体通胀率可能会超过4%。这真的会吓坏债券市场。黄金可能反弹Gundlach提到金价昨日跌至每盎司1680美元，尽管此前Gundlach对黄金持中性态度。现在，他表示这可能是本轮黄金周期的低点，黄金在长期内可能反弹。因为抛售已经相当强劲。DoubleLine的模型显示，黄金大约处于公允价值。另外，他提到金/铜的比率表明，美10年期国债的收益率应该在3%，并预计长期收益率将出现温和的下跌。美联储会欢迎通胀上升在过去几年里，美债的主要买家是美联储，Gundlach认为美债\"缺乏强劲的需求\"，并指出最近七年期美债灾难性的遭抛售是进一步的证据。在Gundlach看来，美联储不仅不担心通胀上升，而且会欢迎通胀上升。因为负利率将使联邦债务更容易管理。最便宜的资产是农田在回答当前世界上最便宜的资产是什么的问题时，他的答案是：农田。","news_type":1},"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":314074409,"gmtCreate":1612282563801,"gmtModify":1704869364380,"author":{"id":"3571311396692262","authorId":"3571311396692262","name":"TheWhiteTige","avatar":"https://static.tigerbbs.com/a0e11884fff332bdfd4fc9335cd437ab","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571311396692262","authorIdStr":"3571311396692262"},"themes":[],"htmlText":"If you want to go on, you will take two steps without illness. All you have to go is gone. If you don't go, it's a waste of time.","listText":"If you want to go on, you will take two steps without illness. All you have to go is gone. If you don't go, it's a waste of time.","text":"If you want to go on, you will take two steps without illness. All you have to go is gone. If you don't go, it's a waste of time.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/314074409","isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":314075491,"gmtCreate":1612282507313,"gmtModify":1704869363406,"author":{"id":"3571311396692262","authorId":"3571311396692262","name":"TheWhiteTige","avatar":"https://static.tigerbbs.com/a0e11884fff332bdfd4fc9335cd437ab","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571311396692262","authorIdStr":"3571311396692262"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a> If you want to go on, you will take two steps without illness. All you have to go is gone. If you don't go, it's a waste of time.","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a> If you want to go on, you will take two steps without illness. All you have to go is gone. If you don't go, it's a waste of time.","text":"$Sundial Growers Inc.(SNDL)$ If you want to go on, you will take two steps without illness. All you have to go is gone. If you don't go, it's a waste of time.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/314075491","isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":315740090,"gmtCreate":1612278008410,"gmtModify":1704869209821,"author":{"id":"3571311396692262","authorId":"3571311396692262","name":"TheWhiteTige","avatar":"https://static.tigerbbs.com/a0e11884fff332bdfd4fc9335cd437ab","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571311396692262","authorIdStr":"3571311396692262"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a> Don't panic. Now this kind of gross ticket is really too few. Cherish it if you have it.","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a> Don't panic. Now this kind of gross ticket is really too few. Cherish it if you have it.","text":"$Sundial Growers Inc.(SNDL)$ Don't panic. Now this kind of gross ticket is really too few. Cherish it if you have it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/315740090","isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}