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Emi_WW
Emi_WW
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2022-08-01
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Emi_WW
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2022-08-01
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Preview this week | Ali, Occidental Petroleum and other financial reports are coming! Non-farm data coming soon
本周（8.1—8.5）重磅财经事件经济数据方面，美国和欧元区7月Markit制造业PMI终值，美国6月耐用品订单月率修正值，美国截至7月29日当周API和EIA原油库存变动，美国截至7月30日当周初请
Preview this week | Ali, Occidental Petroleum and other financial reports are coming! Non-farm data coming soon
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Emi_WW
Emi_WW
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2022-07-31
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Emi_WW
Emi_WW
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2022-07-22
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Emi_WW
Emi_WW
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2022-07-20
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Opening | Hang Seng Tech Index opens 2.07% higher, tech stocks broadly up
7月20日，恒生指数开盘上涨307.36点，涨幅1.49%，报20968.42点；恒生科技指数开盘上涨93.1点，涨幅2.07%，报4599.84点；国企指数开盘上涨108.86点，涨幅1.53%，报
Opening | Hang Seng Tech Index opens 2.07% higher, tech stocks broadly up
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Emi_WW
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2022-07-20
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Nai rose more than 7% after Frisbee, and Q2 subscribers fell far below expectations
美东时间7月19日周二美股盘后，全球流媒体巨头奈飞公布其截至2022年6月30日二季度财报，曾经在上个季度警告投资者预计流失200万付费用户的奈飞在本季度实际付费用户数减少97万，奈飞美股盘后涨超7%
Nai rose more than 7% after Frisbee, and Q2 subscribers fell far below expectations
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Emi_WW
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2022-07-19
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Tiger Comments: This stock, which plunged 94%, reminds us to be careful of a class of traps
这里的分析只是希望得到更加有意义的投资教训。
Tiger Comments: This stock, which plunged 94%, reminds us to be careful of a class of traps
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Emi_WW
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2022-07-19
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Emi_WW
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2022-07-19
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Emi_WW
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2022-07-14
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Apple starts trial production of iPhone 14, initial sales will be higher than iPhone 13
新浪科技讯 北京时间7月13日晚间消息，据报道，虽然全球智能手机市场可能已经陷入困境，但苹果公司的iPhone 13仍然卖得不错。而且，即将上市的新一代产品iPhone 14的表现可能会更好。 知情人士称，苹果已经开始试产iPhone 14，并计划于8月份量产。而且，苹果已经告知供应商，iPhone 14上市后的初期销量将高于一年前的iPhone 13。如今，越来越多的分析师认为，如果主要经济体陷入衰退，苹果iPhone的销量可能会好于整个智能手机行业。
Apple starts trial production of iPhone 14, initial sales will be higher than iPhone 13
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07:08","market":"hk","language":"zh","title":"Preview this week | Ali, Occidental Petroleum and other financial reports are coming! Non-farm data coming soon","url":"https://stock-news.laohu8.com/highlight/detail?id=1179267509","media":"老虎资讯综合","summary":"本周（8.1—8.5）重磅财经事件经济数据方面，美国和欧元区7月Markit制造业PMI终值，美国6月耐用品订单月率修正值，美国截至7月29日当周API和EIA原油库存变动，美国截至7月30日当周初请","content":"<p><html><head></head><body>Blockbuster Financial Events This Week (8.1-8.5)</p><p><b>In terms of economic data,</b>US and Eurozone July<a href=\"https://laohu8.com/S/MRKT\">Markit</a>The final value of manufacturing PMI, the revised monthly rate of durable goods orders in the United States in June, the changes of API and EIA crude oil inventories in the United States in the week ending July 29th, the number of initial unemployment claims in the United States in the week ending July 30th, and the non-agricultural and unemployment rates in the United States in July.<b>In terms of financial report,</b><a href=\"https://laohu8.com/S/HBC\">HSBC Holdings</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard</a>AMD,<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>And Buffett's new favorite stock<a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a>Earnings will be released successively. In addition,<b>This week, we also need to pay attention to the interest rate decision of the Reserve Bank of Australia, the interest rate decision of the Bank of England, and the speeches of Chicago Fed President Evans, St. Louis Fed President Bullard and other officials.</b><img src=\"https://static.tigerbbs.com/ef4a4a9095140ecd3c104ff0ec6ccc64\" tg-width=\"2044\" tg-height=\"1429\" referrerpolicy=\"no-referrer\"/><b>Monday, August 1st Keywords: Eurozone unemployment rate in June, US and Eurozone Markit manufacturing PMI final value in July; HSBC Holdings Earnings Report</b><img src=\"https://static.tigerbbs.com/4254af86af01c216719cccd62b67df2c\" tg-width=\"910\" tg-height=\"807\" referrerpolicy=\"no-referrer\"/></p><p>On Monday,<b>In terms of economic data,</b>The United States and the euro zone will announce the final value of Markit manufacturing PMI in July, which is expected to be relatively sluggish, not much different from the initial value.</p><p>In July, the preliminary value of Markit manufacturing PMI in the United States recorded 52.3, which was better than the expected 52, but lower than the June value of 52.7, the lowest since July 2020. In terms of financial report, as one of the high-dividend stocks in Hong Kong stocks,<a href=\"https://laohu8.com/S/00005.HK\">HSBC Holdings</a>Earnings will be released; U.S. stocks<a href=\"https://laohu8.com/S/ATVI.US\">Activision Blizzard</a>It will also release its earnings report after the U.S. stock market on August 1st.</p><p><a href=\"https://laohu8.com/S/C\">Citigroup</a>And CICC both forecast<a href=\"https://laohu8.com/S/00005\">HSBC Holdings</a>The 2022 interim dividend per ordinary share is forecast to be US8 cents, representing a year-on-year increase of 14.2% from the interim dividend of US7 cents per ordinary share in the same period last year. Based on the forecasts of four securities firms, HSBC's profit before tax in the first half of 2022 is expected to be US$7,937-8,174 million, representing a year-on-year decrease of 24.6% to 26.8% compared with US$10,839 million in the first half of 2021.<b>In terms of events,</b><b>Speaker of the U.S. House of Representatives Nancy Pelosi is about to kick off a tour of Asia.</b>According to The Paper, the official website of the Office of the Speaker of the U.S. House of Representatives announced the itinerary of Pelosi's Asian trip, saying that Pelosi led a congressional delegation to the Indo-Pacific region, including visits to Singapore, Malaysia, South Korea and Japan. The trip will focus on mutual security, economic partnerships and * governance in the Indo-Pacific region, the statement said. A U.S. parliamentary delegation led by Pelosi will visit Singapore from Aug. 1 to 2 to meet with President Halimah and Prime Minister Lee Hsien Loong, Singapore's foreign ministry said.</p><p><b>Tuesday, August 2nd Keywords: Reserve Bank of Australia interest rate decision, Chicago Reserve Bank President Evans gives a speech; Activision, BP Earnings</b><img src=\"https://static.tigerbbs.com/61ec689c6b09a82647586456153aa140\" tg-width=\"907\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>On Tuesday,<b>In terms of economic data,</b>RBA to announce interest rate decision, and JOLTs vacancies in the US.</p><p>In the July 22-28 survey, 32 of the 34 economists surveyed predicted that the RBA would raise the cash rate by 50 basis points to 1.85%. This will be the first time the RBA has rate hike 50 basis points at three consecutive meetings since the introduction of the cash rate in 1990. The remaining two economists expect a larger rate hike of 65 or 75 basis points.<b>In terms of events, Evans hosted a media breakfast conference, and investors need to pay attention to his latest remarks on the economy and the Federal Reserve's monetary policy.</b></p><p><b>In terms of financial reports, U.S. stocks<a href=\"https://laohu8.com/S/BP\">BP</a>、<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>、<a href=\"https://laohu8.com/S/UBER\">Uber</a></b>It will announce its earnings before the U.S. stock market belches on August 2nd. In addition, Buffett's newly promoted love stocks<a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a>, and<a href=\"https://laohu8.com/S/AMD\">American Supermicro Corporation</a>、<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>It will announce its earnings after the U.S. stock market closes on August 2nd.</p><p>July 27, 2022 Occidental Petroleum announced that it will distribute a regular quarterly Dividend of $0.13 per common share to shareholders of record as of October 17, 2022. Additionally, Occidental Petroleum has an average price target of $74.92, with a high of $90.00 and a low of $58.00, based on 12 analyst reports in the last 3 months providing price forecasts for the coming year. according to<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>According to analyst Neil Mehta, Occidental continues to hold an attractive free cash flow outlook.<b>Wednesday, August 3rd Keywords: Monthly rate correction of durable goods orders in the United States in June, API and EIA crude oil inventory changes in the week ending July 29th; Occidental Petroleum earnings</b><img src=\"https://static.tigerbbs.com/30901e5735d1f1747040191e4b90fc26\" tg-width=\"907\" tg-height=\"1171\" referrerpolicy=\"no-referrer\"/></p><p>On Wednesday,<b>In terms of economic data,</b>The United States will announce the monthly rate correction of durable goods orders in June.</p><p>The monthly rate of U.S. durable goods orders in May was 0.7%, expected to be 0.1%, and the previous value was 0.50%. U.S. factory durable goods orders rose more than expected in May, indicating that corporate investment has so far remained strong even amid rising interest rates and rising economic concerns. In addition,<b>U.S. API and EIA crude oil inventory changes data for the week ending July 29 are also worthy of investors' attention.</b></p><p>U.S. API crude oil inventories decreased by 4.037 million barrels in the week ending July 22, compared with an expected decrease of 1.12 million barrels. EIA crude oil inventories in the United States decreased by 4.523 million barrels in the week ending July 22nd, far exceeding the expected decrease of 1.037 million barrels, the largest decline in U.S. crude oil inventories since the end of May.<b>In terms of events,</b>St. Louis Fed President Bullard addressed money market dealers, and investors also need to keep an eye on it.</p><p><b>OPEC + held its 31st ministerial meeting.</b>OPEC + will hold its 31st ministerial meeting on August 3 to decide on its oil production policy for September. The group will decide whether to heed U.S. calls to supply more crude oil to global markets. At the 30th ministerial meeting on June 30, Zeng decided to raise total oil production in August 2022 by an average of 648,000 barrels per day.</p><p><b>In terms of financial report,</b>U.S. stocks<a href=\"https://laohu8.com/S/MRNA\">Moderna</a>Will release earnings before the U.S. stock market on August 3rd. In addition,<a href=\"https://laohu8.com/S/MGM\">MGM</a>、<a href=\"https://laohu8.com/S/LCID\">Lucid</a>Will release earnings after the U.S. stock market on August 3rd.</p><p><b>In terms of new shares,</b>Hong Kong stock<a href=\"https://laohu8.com/S/09857\">Ning Meng Film and Television</a>New share subscription closed on Wednesday.</p><p><b>Thursday, August 4th Keywords: Bank of England interest rate decision, the number of initial unemployment claims in the United States for the week ending July 30th; Alibaba Earnings Report</b><img src=\"https://static.tigerbbs.com/5ef0b87a71a17736a8d2dc2b68db0fef\" tg-width=\"908\" tg-height=\"945\" referrerpolicy=\"no-referrer\"/></p><p>On Thursday,<b>In terms of economic data,</b>The Bank of England will unveil its interest rate decision.</p><p>The survey shows that the Bank of England may avoid a larger rate hike in August and instead stick to a moderate rate hike pace of 25 basis points, but this is a very difficult decision. In addition,<b>The United States will release data on the number of initial claims and renewal claims for unemployment benefits in the week ending July 30th.</b></p><p>U.S. initial jobless claims fell 5,000 to 256,000 in the week ending July 23. A media survey of economists showed that the median number of applicants was expected to be 250,000. The number of renewed jobless claims fell to 1.36 million for the week ending July 16. While U.S. jobless claims fell for the first time in four weeks, they remained near their highest level since November, indicating that the labor market continues to slow.<b>In terms of events, the ECB will publish an economic bulletin.</b></p><p><b>Tesla Holds 2022 Annual Shareholder Meeting.</b>On August 4, Tesla will hold its annual shareholder meeting inside the Texas Gigafactory. The company will also livestream the event and is expected to announce the latest news on the 4680 battery, full autonomous driving, and the Austin and Berlin plants. Tesla's board seeks to increase the number of authorized common shares to 4 billion, according to the meeting agenda.</p><p><b>In terms of financial report,<a href=\"https://laohu8.com/S/09988\">Alibaba-SW</a>、<a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a></b>Will announce its earnings before the U.S. stock market on August 4th.</p><p><a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>According to the analysis, according to the data of the National Bureau of Statistics, in April/May 2022, China's total retail sales decreased by 11.1%/6.7% year-on-year, and the month-on-month decline narrowed. Online retail sales of physical goods decreased by 5.2%/increased by 7.0% year-on-year, and online consumption picked up. It is forecast that the revenue will reach 889.7 billion yuan/956.8 billion yuan/1,021.4 billion yuan in fiscal year 2023~2025, representing a year-on-year increase of 4%/8%/7%; Raised the net profit (Non-GAAP) forecast for fiscal year 2023-2025 to 129.9 billion yuan/147.6 billion yuan/162.5 billion yuan, representing a decrease of 5%/increase of 14%/increase of 10% year-on-year, and the current price corresponds to the company's Hong Kong stock PE (Non-GAAP) of 16 times/14 times/13 times.<b>Friday, Aug. 5 KEYWORDS: U.S. July nonfarm and unemployment, Cleveland Fed President Mester speaks</b><img src=\"https://static.tigerbbs.com/939f641cb26b9fc3a5d646ffd88fc5f3\" tg-width=\"905\" tg-height=\"904\" referrerpolicy=\"no-referrer\"/>On Friday,<b>In terms of economic data,</b>The United States will announce the non-farm and unemployment rate in July. At present, the market expects non-agricultural products to increase by 255,000 in July, which is lower than the previous value of 372,000, and the unemployment rate is 3.6%, which is the same as the previous value.</p><p>Previously, the number of new non-farm payrolls in the United States after seasonal adjustment in June was 372,000, much higher than the market expectation of 250,000, continuing the strong momentum of employment growth this year; The unemployment rate was 3.6%, unchanged from May and remained near a 50-year low, in line with expectations.<b>On the events front, Cleveland Fed President Mester will speak on monetary policy.</b></p><p></body></html></p>","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>Preview this week | Ali, Occidental Petroleum and other financial reports are coming! Non-farm data coming soon</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nPreview this week | Ali, Occidental Petroleum and other financial reports are coming! Non-farm data coming soon\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2022-08-01 07:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Blockbuster Financial Events This Week (8.1-8.5)</p><p><b>In terms of economic data,</b>US and Eurozone July<a href=\"https://laohu8.com/S/MRKT\">Markit</a>The final value of manufacturing PMI, the revised monthly rate of durable goods orders in the United States in June, the changes of API and EIA crude oil inventories in the United States in the week ending July 29th, the number of initial unemployment claims in the United States in the week ending July 30th, and the non-agricultural and unemployment rates in the United States in July.<b>In terms of financial report,</b><a href=\"https://laohu8.com/S/HBC\">HSBC Holdings</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard</a>AMD,<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>And Buffett's new favorite stock<a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a>Earnings will be released successively. In addition,<b>This week, we also need to pay attention to the interest rate decision of the Reserve Bank of Australia, the interest rate decision of the Bank of England, and the speeches of Chicago Fed President Evans, St. Louis Fed President Bullard and other officials.</b><img src=\"https://static.tigerbbs.com/ef4a4a9095140ecd3c104ff0ec6ccc64\" tg-width=\"2044\" tg-height=\"1429\" referrerpolicy=\"no-referrer\"/><b>Monday, August 1st Keywords: Eurozone unemployment rate in June, US and Eurozone Markit manufacturing PMI final value in July; HSBC Holdings Earnings Report</b><img src=\"https://static.tigerbbs.com/4254af86af01c216719cccd62b67df2c\" tg-width=\"910\" tg-height=\"807\" referrerpolicy=\"no-referrer\"/></p><p>On Monday,<b>In terms of economic data,</b>The United States and the euro zone will announce the final value of Markit manufacturing PMI in July, which is expected to be relatively sluggish, not much different from the initial value.</p><p>In July, the preliminary value of Markit manufacturing PMI in the United States recorded 52.3, which was better than the expected 52, but lower than the June value of 52.7, the lowest since July 2020. In terms of financial report, as one of the high-dividend stocks in Hong Kong stocks,<a href=\"https://laohu8.com/S/00005.HK\">HSBC Holdings</a>Earnings will be released; U.S. stocks<a href=\"https://laohu8.com/S/ATVI.US\">Activision Blizzard</a>It will also release its earnings report after the U.S. stock market on August 1st.</p><p><a href=\"https://laohu8.com/S/C\">Citigroup</a>And CICC both forecast<a href=\"https://laohu8.com/S/00005\">HSBC Holdings</a>The 2022 interim dividend per ordinary share is forecast to be US8 cents, representing a year-on-year increase of 14.2% from the interim dividend of US7 cents per ordinary share in the same period last year. Based on the forecasts of four securities firms, HSBC's profit before tax in the first half of 2022 is expected to be US$7,937-8,174 million, representing a year-on-year decrease of 24.6% to 26.8% compared with US$10,839 million in the first half of 2021.<b>In terms of events,</b><b>Speaker of the U.S. House of Representatives Nancy Pelosi is about to kick off a tour of Asia.</b>According to The Paper, the official website of the Office of the Speaker of the U.S. House of Representatives announced the itinerary of Pelosi's Asian trip, saying that Pelosi led a congressional delegation to the Indo-Pacific region, including visits to Singapore, Malaysia, South Korea and Japan. The trip will focus on mutual security, economic partnerships and * governance in the Indo-Pacific region, the statement said. A U.S. parliamentary delegation led by Pelosi will visit Singapore from Aug. 1 to 2 to meet with President Halimah and Prime Minister Lee Hsien Loong, Singapore's foreign ministry said.</p><p><b>Tuesday, August 2nd Keywords: Reserve Bank of Australia interest rate decision, Chicago Reserve Bank President Evans gives a speech; Activision, BP Earnings</b><img src=\"https://static.tigerbbs.com/61ec689c6b09a82647586456153aa140\" tg-width=\"907\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>On Tuesday,<b>In terms of economic data,</b>RBA to announce interest rate decision, and JOLTs vacancies in the US.</p><p>In the July 22-28 survey, 32 of the 34 economists surveyed predicted that the RBA would raise the cash rate by 50 basis points to 1.85%. This will be the first time the RBA has rate hike 50 basis points at three consecutive meetings since the introduction of the cash rate in 1990. The remaining two economists expect a larger rate hike of 65 or 75 basis points.<b>In terms of events, Evans hosted a media breakfast conference, and investors need to pay attention to his latest remarks on the economy and the Federal Reserve's monetary policy.</b></p><p><b>In terms of financial reports, U.S. stocks<a href=\"https://laohu8.com/S/BP\">BP</a>、<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>、<a href=\"https://laohu8.com/S/UBER\">Uber</a></b>It will announce its earnings before the U.S. stock market belches on August 2nd. In addition, Buffett's newly promoted love stocks<a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a>, and<a href=\"https://laohu8.com/S/AMD\">American Supermicro Corporation</a>、<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>It will announce its earnings after the U.S. stock market closes on August 2nd.</p><p>July 27, 2022 Occidental Petroleum announced that it will distribute a regular quarterly Dividend of $0.13 per common share to shareholders of record as of October 17, 2022. Additionally, Occidental Petroleum has an average price target of $74.92, with a high of $90.00 and a low of $58.00, based on 12 analyst reports in the last 3 months providing price forecasts for the coming year. according to<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>According to analyst Neil Mehta, Occidental continues to hold an attractive free cash flow outlook.<b>Wednesday, August 3rd Keywords: Monthly rate correction of durable goods orders in the United States in June, API and EIA crude oil inventory changes in the week ending July 29th; Occidental Petroleum earnings</b><img src=\"https://static.tigerbbs.com/30901e5735d1f1747040191e4b90fc26\" tg-width=\"907\" tg-height=\"1171\" referrerpolicy=\"no-referrer\"/></p><p>On Wednesday,<b>In terms of economic data,</b>The United States will announce the monthly rate correction of durable goods orders in June.</p><p>The monthly rate of U.S. durable goods orders in May was 0.7%, expected to be 0.1%, and the previous value was 0.50%. U.S. factory durable goods orders rose more than expected in May, indicating that corporate investment has so far remained strong even amid rising interest rates and rising economic concerns. In addition,<b>U.S. API and EIA crude oil inventory changes data for the week ending July 29 are also worthy of investors' attention.</b></p><p>U.S. API crude oil inventories decreased by 4.037 million barrels in the week ending July 22, compared with an expected decrease of 1.12 million barrels. EIA crude oil inventories in the United States decreased by 4.523 million barrels in the week ending July 22nd, far exceeding the expected decrease of 1.037 million barrels, the largest decline in U.S. crude oil inventories since the end of May.<b>In terms of events,</b>St. Louis Fed President Bullard addressed money market dealers, and investors also need to keep an eye on it.</p><p><b>OPEC + held its 31st ministerial meeting.</b>OPEC + will hold its 31st ministerial meeting on August 3 to decide on its oil production policy for September. The group will decide whether to heed U.S. calls to supply more crude oil to global markets. At the 30th ministerial meeting on June 30, Zeng decided to raise total oil production in August 2022 by an average of 648,000 barrels per day.</p><p><b>In terms of financial report,</b>U.S. stocks<a href=\"https://laohu8.com/S/MRNA\">Moderna</a>Will release earnings before the U.S. stock market on August 3rd. In addition,<a href=\"https://laohu8.com/S/MGM\">MGM</a>、<a href=\"https://laohu8.com/S/LCID\">Lucid</a>Will release earnings after the U.S. stock market on August 3rd.</p><p><b>In terms of new shares,</b>Hong Kong stock<a href=\"https://laohu8.com/S/09857\">Ning Meng Film and Television</a>New share subscription closed on Wednesday.</p><p><b>Thursday, August 4th Keywords: Bank of England interest rate decision, the number of initial unemployment claims in the United States for the week ending July 30th; Alibaba Earnings Report</b><img src=\"https://static.tigerbbs.com/5ef0b87a71a17736a8d2dc2b68db0fef\" tg-width=\"908\" tg-height=\"945\" referrerpolicy=\"no-referrer\"/></p><p>On Thursday,<b>In terms of economic data,</b>The Bank of England will unveil its interest rate decision.</p><p>The survey shows that the Bank of England may avoid a larger rate hike in August and instead stick to a moderate rate hike pace of 25 basis points, but this is a very difficult decision. In addition,<b>The United States will release data on the number of initial claims and renewal claims for unemployment benefits in the week ending July 30th.</b></p><p>U.S. initial jobless claims fell 5,000 to 256,000 in the week ending July 23. A media survey of economists showed that the median number of applicants was expected to be 250,000. The number of renewed jobless claims fell to 1.36 million for the week ending July 16. While U.S. jobless claims fell for the first time in four weeks, they remained near their highest level since November, indicating that the labor market continues to slow.<b>In terms of events, the ECB will publish an economic bulletin.</b></p><p><b>Tesla Holds 2022 Annual Shareholder Meeting.</b>On August 4, Tesla will hold its annual shareholder meeting inside the Texas Gigafactory. The company will also livestream the event and is expected to announce the latest news on the 4680 battery, full autonomous driving, and the Austin and Berlin plants. Tesla's board seeks to increase the number of authorized common shares to 4 billion, according to the meeting agenda.</p><p><b>In terms of financial report,<a href=\"https://laohu8.com/S/09988\">Alibaba-SW</a>、<a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a></b>Will announce its earnings before the U.S. stock market on August 4th.</p><p><a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>According to the analysis, according to the data of the National Bureau of Statistics, in April/May 2022, China's total retail sales decreased by 11.1%/6.7% year-on-year, and the month-on-month decline narrowed. Online retail sales of physical goods decreased by 5.2%/increased by 7.0% year-on-year, and online consumption picked up. It is forecast that the revenue will reach 889.7 billion yuan/956.8 billion yuan/1,021.4 billion yuan in fiscal year 2023~2025, representing a year-on-year increase of 4%/8%/7%; Raised the net profit (Non-GAAP) forecast for fiscal year 2023-2025 to 129.9 billion yuan/147.6 billion yuan/162.5 billion yuan, representing a decrease of 5%/increase of 14%/increase of 10% year-on-year, and the current price corresponds to the company's Hong Kong stock PE (Non-GAAP) of 16 times/14 times/13 times.<b>Friday, Aug. 5 KEYWORDS: U.S. July nonfarm and unemployment, Cleveland Fed President Mester speaks</b><img src=\"https://static.tigerbbs.com/939f641cb26b9fc3a5d646ffd88fc5f3\" tg-width=\"905\" tg-height=\"904\" referrerpolicy=\"no-referrer\"/>On Friday,<b>In terms of economic data,</b>The United States will announce the non-farm and unemployment rate in July. At present, the market expects non-agricultural products to increase by 255,000 in July, which is lower than the previous value of 372,000, and the unemployment rate is 3.6%, which is the same as the previous value.</p><p>Previously, the number of new non-farm payrolls in the United States after seasonal adjustment in June was 372,000, much higher than the market expectation of 250,000, continuing the strong momentum of employment growth this year; The unemployment rate was 3.6%, unchanged from May and remained near a 50-year low, in line with expectations.<b>On the events front, Cleveland Fed President Mester will speak on monetary policy.</b></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d256e82db1d71c864259845ce1d069bf","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF华安","BK4207":"综合性银行","IAU":"黄金信托ETF-iShares",".SPX":"S&P 500 Index","HSBC":"汇丰","BK4201":"综合性石油与天然气企业",".DJI":"道琼斯","GLD":"黄金ETF-SPDR","NUGT":"二倍做多黄金矿业指数ETF-Direxion","DUST":"二倍做空黄金矿业指数ETF-Direxion","GDX":"黄金矿业ETF-VanEck",".IXIC":"NASDAQ Composite","BK4521":"英国银行股","OXY":"西方石油"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179267509","content_text":"本周（8.1—8.5）重磅财经事件经济数据方面，美国和欧元区7月Markit制造业PMI终值，美国6月耐用品订单月率修正值，美国截至7月29日当周API和EIA原油库存变动，美国截至7月30日当周初请失业金人数，以及美国7月非农和失业率。财报方面，汇丰控股、阿里巴巴、动视暴雪、AMD、PayPal以及巴菲特新晋爱股西方石油将先后发布财报。此外，本周还需关注澳洲联储利率决议，英国央行利率决议，以及芝加哥联储主席埃文斯，圣路易斯联储主席布拉德等官员的讲话。8月1日 周一关键词：欧元区6月失业率，美国和欧元区7月Markit制造业PMI终值；汇丰控股财报周一，经济数据方面，美国和欧元区将公布7月Markit制造业PMI终值，预计相对低迷，和初值相差不大。美国7月Markit制造业PMI初值录得52.3，虽然好于预期的52，但低于6月数值的52.7，创下2020年7月以来最低。财报方面，作为港股高分红股票之一的汇丰控股将会发布财报；美股动视暴雪也将在8月1日美股盘后发布财报。花旗及中金均预测汇丰控股2022年每股普通股中期息预测为8美仙，较去年同期每股普通股中期息7美仙同比升14.2%。综合4间券商预测，汇控2022年上半年列账基准除税前利润预计为79.37-81.74亿美元，较2021年上半年108.39亿美元计，同比下跌24.6%至26.8%。事件方面，美国众议院议长佩洛西即将开启亚洲行。据澎湃新闻报道，美国众议院议长办公室官网公布佩洛西亚洲之行行程，称佩洛西率领一个国会代表团访问印度-太平洋地区，包括访问新加坡、马来西亚、韩国和日本。声明称，此行将重点关注印太地区的共同安全、经济伙伴关系和民主治理。新加坡外交部说，佩洛西率领的美国议会代表团将在8月1日至2日到访新加坡，与哈莉玛总统和李显龙总理会面。8月2日周二关键词：澳洲联储利率决议，芝加哥联储主席埃文斯发表讲话；动视暴雪、英国石油财报周二，经济数据方面，澳洲联储将公布利率决议，以及美国JOLTs职位空缺。在7月22日至28日的调查中，受访的34位经济学家中有32位预测，澳洲联储将把提高现金利率50个基点至1.85%。这将是自1990年引入现金利率以来，澳洲联储首次在连续三次会议上加息50个基点。其余两位经济学家预计加息幅度会更大，为65或75个基点。事件方面，埃文斯主持媒体早餐会，投资者需关注他涉及经济和美联储货币政策的最新言论。财报方面，美股英国石油、标普全球、优步将会在8月2日美股盘前公布财报。此外，巴菲特新晋爱股西方石油，以及美国超微公司、PayPal将会在8月2日美股盘后公布财报。2022年7月27日西方石油宣布，将向截至2022年10月17日在册的股东派发普通股每股0.13美元的定期季度股息。此外，根据最近3个月提供未来一年价格预测的12位分析师报告，西方石油公司的平均目标价为74.92美元，最高为90.00美元，最低为58.00美元。根据高盛分析师Neil Mehta的说法，西方石油公司继续持有有吸引力的自由现金流前景。8月3日周三关键词：美国6月耐用品订单月率修正值，截至7月29日当周API和EIA原油库存变动；西方石油财报周三，经济数据方面，美国将公布6月耐用品订单月率修正值。美国5月耐用品订单月率 0.7%，预期0.1%，前值0.50%。5月份美国工厂耐用品订单增幅高于预期，表明即便在利率上升和对经济担忧加剧的情况下，企业投资迄今仍保持强劲。此外，截至7月29日当周美国API和EIA原油库存变动数据也值得投资者关注。美国至7月22日当周API原油库存减少403.7万桶，预期减少112万桶。美国截至7月22日当周EIA原油库存减少了452.3万桶，远超预期的减少103.7万桶，为5月底以来最大的美国原油库存降幅。事件方面，圣路易斯联储主席布拉德向货币市场经销商发表讲话，投资者也需保持关注。OPEC+举行第31次部长级会议。OPEC+将于8月3日举行第31次部长级会议，决定9月的石油生产政策。该组织将决定是否听取美国的呼吁，为全球市场供应更多原油。在6月30日举行的第30次部长级会议上，曾决定将2022年8月石油总产量日均上调64.8万桶。财报方面，美股Moderna将在8月3日美股盘前发布财报。此外，美高梅、Lucid将在8月3日美股盘后发布财报。新股方面，港股柠萌影视周三结束新股申购。8月4日周四关键词：英国央行利率决议，美国截至7月30日当周初请失业金人数；阿里巴巴财报周四，经济数据方面，英国央行将公布利率决议。调查显示,英国央行8月可能会避免更大幅度的加息，而是坚守25个基点的温和加息步伐，但这是一个非常艰难的决定。此外，美国将公布截至7月30日当周初请、续请失业金人数等数据。截至7月23日当周，美国初次申请失业金人数减少5,000人，至25.6万人。媒体对经济学家进行的调查显示，申请人数的中位数预期25万人。截至7月16日当周，续请失业金人数降至136万人。虽然美国失业金申请人数四周来首次下降，但仍维持在去年11月以来最高水平附近，表明劳动力市场继续放缓。事件方面，欧洲央行将公布经济公报。特斯拉召开2022年年度股东大会。8月4日，特斯拉将在得克萨斯州超级工厂内召开年度股东大会。该公司还将直播这场活动，预计将会公布关于4680电池、全自动驾驶、奥斯汀和柏林工厂的最新消息。会议议程显示，特斯拉董事会寻求将授权普通股的数量增加到40亿股。财报方面，阿里巴巴-SW、康菲石油等将在8月4日美股盘前公布财报。中信证券分析认为，根据国家统计局数据，2022年4/5月我国社零总额同比下滑11.1%/6.7%，环比降幅收窄，实物商品网上零售额同比减少5.2%/增加7.0%，线上消费回暖。预测2023~2025财年收入至8,897亿元/9,568 亿元/10,214 亿元，同比增加4%/增加8%/增加7%；上调2023-2025财年净利润（Non-GAAP）预测至1,299 亿元/1,476 亿元/1,625 亿元，同比减少5%/增加14%/增加10%，现价对应公司港股PE（Non-GAAP）16倍/14倍/13倍。8月5日周五关键词：美国7月非农和失业率，克利夫兰联储主席梅斯特发表讲话周五，经济数据方面，美国将公布公布7月非农和失业率。目前市场预期7月非农增加25.5万，不及37.2万的前值，失业率为3.6%，和前值持平。此前，美国6月季调后新增非农就业人口为37.2万人，远高于市场预期的25万人，延续了今年以来就业增长的强劲势头；失业率为3.6%，与5月持平，仍维持在50年以来的低点附近，符合预期。事件方面，克利夫兰联储主席梅斯特将就货币政策发表讲话。","news_type":1,"symbols_score_info":{"159934":0.9,"518880":0.9,"SGCmain":0.9,"IAU":0.9,".IXIC":0.9,".DJI":0.9,"SGUmain":0.9,"NUGT":0.9,"SImain":0.9,"MGCmain":0.9,"OXY":0.9,".SPX":0.9,"DUST":0.9,"GLD":0.9,"HSBC":0.9,"GDX":0.9,"GCmain":0.9}},"isVote":1,"tweetType":1,"viewCount":3868,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901501216,"gmtCreate":1659230089435,"gmtModify":1676536273800,"author":{"id":"4098771786575480","authorId":"4098771786575480","name":"Emi_WW","avatar":"https://community-static.tradeup.com/news/1ad793e17503a413c4f36974f7c5052c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098771786575480","idStr":"4098771786575480"},"themes":[],"htmlText":"😚","listText":"😚","text":"😚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901501216","repostId":"1137777521","repostType":4,"isVote":1,"tweetType":1,"viewCount":3527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077340933,"gmtCreate":1658458269522,"gmtModify":1676536162757,"author":{"id":"4098771786575480","authorId":"4098771786575480","name":"Emi_WW","avatar":"https://community-static.tradeup.com/news/1ad793e17503a413c4f36974f7c5052c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098771786575480","idStr":"4098771786575480"},"themes":[],"htmlText":"🥹","listText":"🥹","text":"🥹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077340933","repostId":"1161200490","repostType":4,"isVote":1,"tweetType":1,"viewCount":2764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074989782,"gmtCreate":1658282297546,"gmtModify":1676536134317,"author":{"id":"4098771786575480","authorId":"4098771786575480","name":"Emi_WW","avatar":"https://community-static.tradeup.com/news/1ad793e17503a413c4f36974f7c5052c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098771786575480","idStr":"4098771786575480"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074989782","repostId":"1188196808","repostType":4,"repost":{"id":"1188196808","kind":"news","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":1658280116,"share":"https://ttm.financial/m/news/1188196808?lang=en_US&edition=fundamental","pubTime":"2022-07-20 09:21","market":"hk","language":"zh","title":"Opening | Hang Seng Tech Index opens 2.07% higher, tech stocks broadly up","url":"https://stock-news.laohu8.com/highlight/detail?id=1188196808","media":"老虎资讯综合","summary":"7月20日，恒生指数开盘上涨307.36点，涨幅1.49%，报20968.42点；恒生科技指数开盘上涨93.1点，涨幅2.07%，报4599.84点；国企指数开盘上涨108.86点，涨幅1.53%，报","content":"<p><html><head></head><body>On July 20th, the Hang Seng Index opened up 307.36 points, or 1.49%, to 20,968.42 points; The Hang Seng Technology Index opened up 93.1 points, or 2.07%, at 4599.84 points; The State-owned Enterprises Index opened up 108.86 points, or 1.53%, to 7206.25 points; The red-chip index opened up 20.1 points, or 0.53%, at 3,795.81.</p><p><img src=\"https://static.tigerbbs.com/7dc3ebe3b92a0c2926b74c75d5cbaf38\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>Technology stocks rose generally,<a href=\"https://laohu8.com/S/09626\">Bilibili-SW</a>Nearly 6%, Ctrip Group-S rose more than 4%,<a href=\"https://laohu8.com/S/09988\">Alibaba-SW</a>、<a href=\"https://laohu8.com/S/03888\">Kingsoft</a>Up nearly 4%,<a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a>、<a href=\"https://laohu8.com/S/09618\">JD Group-SW</a>、<a href=\"https://laohu8.com/S/09888\">Baidu Group-SW</a>Up nearly 3%.</p><p><a href=\"https://laohu8.com/S/00020\">SenseTime-W</a>Up 3.8%. On July 19th, the company spent about HK$14.07 million to repurchase 6.7 million shares, the first repurchase of shares after listing.</p><p><a href=\"https://laohu8.com/S/00165\">China Everbright Holdings</a>It fell by nearly 7%, after issuing a profit warning, and is expected to record a net loss of approximately HK$2.60 billion to HK$2.80 billion in the first half of the year, compared with a profit of approximately HK$1.81 billion in the same period last year.</p><p><a href=\"https://laohu8.com/S/01316\">Nexteer</a>It was expected to record a net loss attributable to equity holders of approximately US$11 million in the first half of the year, compared with a net profit attributable to equity holders of US$83 million in the same period of 2021.</p><p></body></html></p>","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>Opening | Hang Seng Tech Index opens 2.07% higher, tech stocks broadly up</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\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\">\nOpening | Hang Seng Tech Index opens 2.07% higher, tech stocks broadly up\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2022-07-20 09:21</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On July 20th, the Hang Seng Index opened up 307.36 points, or 1.49%, to 20,968.42 points; The Hang Seng Technology Index opened up 93.1 points, or 2.07%, at 4599.84 points; The State-owned Enterprises Index opened up 108.86 points, or 1.53%, to 7206.25 points; The red-chip index opened up 20.1 points, or 0.53%, at 3,795.81.</p><p><img src=\"https://static.tigerbbs.com/7dc3ebe3b92a0c2926b74c75d5cbaf38\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>Technology stocks rose generally,<a href=\"https://laohu8.com/S/09626\">Bilibili-SW</a>Nearly 6%, Ctrip Group-S rose more than 4%,<a href=\"https://laohu8.com/S/09988\">Alibaba-SW</a>、<a href=\"https://laohu8.com/S/03888\">Kingsoft</a>Up nearly 4%,<a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a>、<a href=\"https://laohu8.com/S/09618\">JD Group-SW</a>、<a href=\"https://laohu8.com/S/09888\">Baidu Group-SW</a>Up nearly 3%.</p><p><a href=\"https://laohu8.com/S/00020\">SenseTime-W</a>Up 3.8%. On July 19th, the company spent about HK$14.07 million to repurchase 6.7 million shares, the first repurchase of shares after listing.</p><p><a href=\"https://laohu8.com/S/00165\">China Everbright Holdings</a>It fell by nearly 7%, after issuing a profit warning, and is expected to record a net loss of approximately HK$2.60 billion to HK$2.80 billion in the first half of the year, compared with a profit of approximately HK$1.81 billion in the same period last year.</p><p><a href=\"https://laohu8.com/S/01316\">Nexteer</a>It was expected to record a net loss attributable to equity holders of approximately US$11 million in the first half of the year, compared with a net profit attributable to equity holders of US$83 million in the same period of 2021.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"TTTN":"老虎中美互联网巨头ETF","KC":"金山云","09961":"携程集团—S","HSCEI":"国企指数","09888":"百度集团-SW","00700":"腾讯控股","TCOM":"携程网","QNETCN":"纳斯达克中美互联网老虎指数","HSCCI":"红筹指数","09626":"哔哩哔哩-W","BIDU":"百度","JD":"京东","HSI":"恒生指数","03086":"华夏纳指","BABA":"阿里巴巴","03888":"金山软件","HSTECH":"恒生科技指数","BILI":"哔哩哔哩"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188196808","content_text":"7月20日，恒生指数开盘上涨307.36点，涨幅1.49%，报20968.42点；恒生科技指数开盘上涨93.1点，涨幅2.07%，报4599.84点；国企指数开盘上涨108.86点，涨幅1.53%，报7206.25点；红筹指数开盘上涨20.1点，涨幅0.53%，报3795.81点。科技股普涨，哔哩哔哩-SW涨近6%，携程集团-S涨超4%，阿里巴巴-SW、金山软件涨近4%，腾讯控股、京东集团-SW、百度集团-SW涨近3%。商汤-W涨3.8%，公司于7月19日耗资约1407万港元回购670万股，为上市后首次回购股份。中国光大控股跌近7%，此前发布盈警，预期上半年录得净亏损约26.0亿港元至28.0亿港元，去年同期则录得约18.1亿港元盈利。耐世特跌4.75%，此前发布盈警，预期上半年录得权益持有人应占净亏损约1100万美元，而2021年同期则录得权益持有人应占净利润8300万美元。","news_type":1,"symbols_score_info":{"HSCEI":0.9,"HHImain":0.9,"03888":0.9,"09961":0.9,"09626":0.9,"JD":0.9,"MCHmain":0.9,"HSTECH":0.9,"HSI":0.9,"00700":0.9,"03086":0.9,"CTRP":0.9,"BILI":0.9,"TTTN":0.9,"KC":0.9,"HSCCI":0.9,"BIDU":0.9,"09888":0.9,"HSImain":0.9,"TCOM":0.9,"QNETCN":0.9,"MHImain":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":2995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074980723,"gmtCreate":1658282207862,"gmtModify":1676536134286,"author":{"id":"4098771786575480","authorId":"4098771786575480","name":"Emi_WW","avatar":"https://community-static.tradeup.com/news/1ad793e17503a413c4f36974f7c5052c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098771786575480","idStr":"4098771786575480"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074980723","repostId":"1192505904","repostType":4,"repost":{"id":"1192505904","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1658271287,"share":"https://ttm.financial/m/news/1192505904?lang=en_US&edition=fundamental","pubTime":"2022-07-20 06:54","market":"us","language":"zh","title":"Nai rose more than 7% after Frisbee, and Q2 subscribers fell far below expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1192505904","media":"华尔街见闻","summary":"美东时间7月19日周二美股盘后，全球流媒体巨头奈飞公布其截至2022年6月30日二季度财报，曾经在上个季度警告投资者预计流失200万付费用户的奈飞在本季度实际付费用户数减少97万，奈飞美股盘后涨超7%","content":"<p><html><head></head><body>Global streaming giants after U.S. stocks market on Tuesday, July 19 EST<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>Announcing its financial report for the second quarter as of June 30, 2022, Netflix, which had warned investors in the last quarter that it expected to lose 2 million paid users, saw the actual number of paid users decrease by 970,000 in this quarter, and Netflix's U.S. stock rose by more than 7% after the bell.</p><p><img src=\"https://static.tigerbbs.com/247322e9846de9c74aaf2bf0cfe1476d\" tg-width=\"889\" tg-height=\"821\" width=\"100%\" height=\"auto\"/></p><p>Specifically, look at its core financial indicators:</p><p><ul><li>Q2 EPS came in at $3.20, topping analysts' estimates of $2.91.</li><li>Second-quarter revenue of $7.97 billion missed analyst estimates of $8.04 billion, up 9% year over year (up 13% excluding foreign exchange impacts of $339 million).</li><li>Streaming subscribers fell by 970,000 in the second quarter, far below analysts' expectations for a decrease of 2 million, and now cumulatively stands at 220.67 million subscribers.</li></ul><img src=\"https://static.tigerbbs.com/da31cae3f82d35a4d4998cf10eca894c\" tg-width=\"824\" tg-height=\"388\" referrerpolicy=\"no-referrer\"/></p><p>In addition, Netflix also gave the third quarter performance guidance that was not optimistic:</p><p><ul><li>It is expected that the number of streaming media subscribers will net 1 million in the third quarter, which is lower than the 1.8 million increase expected by analysts.</li><li>Third-quarter revenue is expected to be $7.84 billion, compared to estimates of $8.1 billion.</li><li>It is expected to earn $2.14 per share in the third quarter, compared to the estimate of $2.72.</li></ul>In addition, Netflix said that the membership growth in the second quarter was better than expected, but due to the strength of the US dollar pushed by the Federal Reserve's rate hike, it had an impact on Netflix's international revenue under the influence of exchange rate, and its international revenue accounted for 60% of its total revenue.</p><p>Our challenge and opportunity is to accelerate our revenue and membership growth by continuing to improve our products, content and marketing, as we have done for the past 25 years, and to better make our broad audience profitable. Considering our $30+ billion in revenue, $6 billion in operating profit last year, growing free cash flow, and our outlook for the future, we are in a strong position.<b>With<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Collaborate to promote subscription models with advertising</b></p><p>This month, a Wall Street Insight article mentioned that Netflix announced it would launch a subscription model with ads, but rejected the advertising giant when it sought a partner<a href=\"https://laohu8.com/S/GOOG\">Google</a>, accidentally selected the less experienced Microsoft. Analysts said that \"Netflix may be looking for opportunities to exit,\" and suggested that Netflix may be making long-term preparations for a future acquisition by Microsoft.</p><p>Netflix said it aims to release its lower-cost, ad-supported subscription model in early 2023, and it is currently in the early stages of its paid sharing plan:</p><p>We may start in a handful of markets where advertising spend is huge. Like most of our new initiatives, our intention is to launch it and listen and learn, and iterate quickly to improve the product. As a result, our advertising business may be very different in a few years from what it was on day one. In addition, Netflix said it is studying two different approaches in a test case in Latin America that could inform a broader rollout in 2023.</p><p><b>Fierce competition for streaming, sluggish growth in the post-pandemic era?</b></p><p>In addition to fierce competition with other streaming media providers, Netflix is also facing a \"struggle\" with people's going out demand in the \"post-epidemic era\", and it is increasingly difficult to attract users' sticky attention.</p><p>After Netflix's financial reports overturned for two consecutive quarters and the number of global subscribers lost 200,000 for the first time in more than a decade in the first quarter, analysts previously believed that from Netflix's operating data, it was obvious that Netflix was still facing the difficulty of normalizing growth after the epidemic and the increasingly fierce industry competition; The media also commented on the problems of its corporate culture of \"no subversion, no innovation\".</p><p>While Netflix remains dominant, competition in the streaming space has always been fierce and is likely to continue to be, with Netflix rival HBO Max teaming up with Discovery + to add to its content library for $14.99 per month and no ads, for example. At the same time,<a href=\"https://laohu8.com/S/DIS\">Disney</a>Maintaining its Disney +, Hulu and ESPN + bundled subscription services at $13.99 per month. Just in the shadow of Netflix's historic subscriber loss last quarter, HBO and the cable station's HBO Max streaming service added 3 million new subscribers.</p><p>Netflix said its TV viewership share grew to an all-time high of 7.7% in June and reached 1.3 billion minutes, nearly as much as CBS and NBC, the second-and third-largest media giants, combined.</p><p><img src=\"https://static.tigerbbs.com/c9c4e220bb00d95f7f4eb48d0c4a9b5a\" tg-width=\"624\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/></p><p>However, Netflix said it will have \"more time in the future to learn about these issues and how best to address them.\" Netflix will always focus on content, and the company sees the fourth season of Stranger Things as a major win for its brand because it not only set the company's ratings record — generating 1.3 billion hours of viewing in the first four weeks — but also received multiple nominations for the 2022 Emmy Awards. Additionally, Obi-Wan Kenobi and Top Gun Maverick are also its content focuses.</p><p><img src=\"https://static.tigerbbs.com/8d4c6f17d671703a5fdb9c47fba799e7\" tg-width=\"633\" tg-height=\"383\" referrerpolicy=\"no-referrer\"/></p><p><b>Priority: Re-develop core businesses and new growth points</b></p><p>Netflix says its immediate priority is to reinvest in its core business and jump into its new growth opportunities, such as gaming, followed by selective acquisitions.</p><p>Our goal is to keep cash to a minimum, approximately equivalent to two months of revenue (e.g., approximately $5.3 billion based on second quarter revenue). After meeting these needs, our intention is to return the excess cash to stock holders through share buybacks. Judging from its free cash flow, Netflix's free cash flow in the second quarter reached $13 million, which was a lot lower than that of $175 million in the same period last year. The core reason was its acquisition of Next Games ($69 million) and the impact of exchange rate on cash.</p><p><img src=\"https://static.tigerbbs.com/1e11bb49b194117284463a60b292c3ae\" tg-width=\"939\" tg-height=\"579\" referrerpolicy=\"no-referrer\"/></p><p>Netflix said that it will continue to transform its services from licensed content to its own original content \"due to increased revenue, solid profitability and the successful evolution of our content model over the years\". Looking at its balance sheet, 60% of net content assets are Netflix original content. As a result, its cash content spend-to-content amortization expense ratio peaked at 1.6x and is expected to reach around 1.2-1.3x throughout 2022, with a gradual decline going forward.</p><p><img src=\"https://static.tigerbbs.com/87319f3f07c27638f422dc28fdd723e5\" tg-width=\"733\" tg-height=\"408\" referrerpolicy=\"no-referrer\"/></p><p>Last quarter, Netflix mentioned in its shareholder letter that \"people like watching TV and playing games\", and Wall Street cited \"moving into video games\" as Netflix's next potential growth engine. Last November, Netflix officially announced its entry into the game market, launching five mobile games on its game platform, and two of them combined the games with the popular program IP Stranger Things.</p><p>It is worth noting that during the reporting period of this quarter, Netflix has laid off employees more than once, after saying that the layoffs were mainly in response to the slowdown in revenue growth and rising costs. After laying off 150 employees in May, another massive layoff of 300 employees, or about 3% of the workforce, was announced in June.</p><p></body></html></p>","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>Nai rose more than 7% after Frisbee, and Q2 subscribers fell far below expectations</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\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\">\nNai rose more than 7% after Frisbee, and Q2 subscribers fell far below expectations\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2022-07-20 06:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Global streaming giants after U.S. stocks market on Tuesday, July 19 EST<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>Announcing its financial report for the second quarter as of June 30, 2022, Netflix, which had warned investors in the last quarter that it expected to lose 2 million paid users, saw the actual number of paid users decrease by 970,000 in this quarter, and Netflix's U.S. stock rose by more than 7% after the bell.</p><p><img src=\"https://static.tigerbbs.com/247322e9846de9c74aaf2bf0cfe1476d\" tg-width=\"889\" tg-height=\"821\" width=\"100%\" height=\"auto\"/></p><p>Specifically, look at its core financial indicators:</p><p><ul><li>Q2 EPS came in at $3.20, topping analysts' estimates of $2.91.</li><li>Second-quarter revenue of $7.97 billion missed analyst estimates of $8.04 billion, up 9% year over year (up 13% excluding foreign exchange impacts of $339 million).</li><li>Streaming subscribers fell by 970,000 in the second quarter, far below analysts' expectations for a decrease of 2 million, and now cumulatively stands at 220.67 million subscribers.</li></ul><img src=\"https://static.tigerbbs.com/da31cae3f82d35a4d4998cf10eca894c\" tg-width=\"824\" tg-height=\"388\" referrerpolicy=\"no-referrer\"/></p><p>In addition, Netflix also gave the third quarter performance guidance that was not optimistic:</p><p><ul><li>It is expected that the number of streaming media subscribers will net 1 million in the third quarter, which is lower than the 1.8 million increase expected by analysts.</li><li>Third-quarter revenue is expected to be $7.84 billion, compared to estimates of $8.1 billion.</li><li>It is expected to earn $2.14 per share in the third quarter, compared to the estimate of $2.72.</li></ul>In addition, Netflix said that the membership growth in the second quarter was better than expected, but due to the strength of the US dollar pushed by the Federal Reserve's rate hike, it had an impact on Netflix's international revenue under the influence of exchange rate, and its international revenue accounted for 60% of its total revenue.</p><p>Our challenge and opportunity is to accelerate our revenue and membership growth by continuing to improve our products, content and marketing, as we have done for the past 25 years, and to better make our broad audience profitable. Considering our $30+ billion in revenue, $6 billion in operating profit last year, growing free cash flow, and our outlook for the future, we are in a strong position.<b>With<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Collaborate to promote subscription models with advertising</b></p><p>This month, a Wall Street Insight article mentioned that Netflix announced it would launch a subscription model with ads, but rejected the advertising giant when it sought a partner<a href=\"https://laohu8.com/S/GOOG\">Google</a>, accidentally selected the less experienced Microsoft. Analysts said that \"Netflix may be looking for opportunities to exit,\" and suggested that Netflix may be making long-term preparations for a future acquisition by Microsoft.</p><p>Netflix said it aims to release its lower-cost, ad-supported subscription model in early 2023, and it is currently in the early stages of its paid sharing plan:</p><p>We may start in a handful of markets where advertising spend is huge. Like most of our new initiatives, our intention is to launch it and listen and learn, and iterate quickly to improve the product. As a result, our advertising business may be very different in a few years from what it was on day one. In addition, Netflix said it is studying two different approaches in a test case in Latin America that could inform a broader rollout in 2023.</p><p><b>Fierce competition for streaming, sluggish growth in the post-pandemic era?</b></p><p>In addition to fierce competition with other streaming media providers, Netflix is also facing a \"struggle\" with people's going out demand in the \"post-epidemic era\", and it is increasingly difficult to attract users' sticky attention.</p><p>After Netflix's financial reports overturned for two consecutive quarters and the number of global subscribers lost 200,000 for the first time in more than a decade in the first quarter, analysts previously believed that from Netflix's operating data, it was obvious that Netflix was still facing the difficulty of normalizing growth after the epidemic and the increasingly fierce industry competition; The media also commented on the problems of its corporate culture of \"no subversion, no innovation\".</p><p>While Netflix remains dominant, competition in the streaming space has always been fierce and is likely to continue to be, with Netflix rival HBO Max teaming up with Discovery + to add to its content library for $14.99 per month and no ads, for example. At the same time,<a href=\"https://laohu8.com/S/DIS\">Disney</a>Maintaining its Disney +, Hulu and ESPN + bundled subscription services at $13.99 per month. Just in the shadow of Netflix's historic subscriber loss last quarter, HBO and the cable station's HBO Max streaming service added 3 million new subscribers.</p><p>Netflix said its TV viewership share grew to an all-time high of 7.7% in June and reached 1.3 billion minutes, nearly as much as CBS and NBC, the second-and third-largest media giants, combined.</p><p><img src=\"https://static.tigerbbs.com/c9c4e220bb00d95f7f4eb48d0c4a9b5a\" tg-width=\"624\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/></p><p>However, Netflix said it will have \"more time in the future to learn about these issues and how best to address them.\" Netflix will always focus on content, and the company sees the fourth season of Stranger Things as a major win for its brand because it not only set the company's ratings record — generating 1.3 billion hours of viewing in the first four weeks — but also received multiple nominations for the 2022 Emmy Awards. Additionally, Obi-Wan Kenobi and Top Gun Maverick are also its content focuses.</p><p><img src=\"https://static.tigerbbs.com/8d4c6f17d671703a5fdb9c47fba799e7\" tg-width=\"633\" tg-height=\"383\" referrerpolicy=\"no-referrer\"/></p><p><b>Priority: Re-develop core businesses and new growth points</b></p><p>Netflix says its immediate priority is to reinvest in its core business and jump into its new growth opportunities, such as gaming, followed by selective acquisitions.</p><p>Our goal is to keep cash to a minimum, approximately equivalent to two months of revenue (e.g., approximately $5.3 billion based on second quarter revenue). After meeting these needs, our intention is to return the excess cash to stock holders through share buybacks. Judging from its free cash flow, Netflix's free cash flow in the second quarter reached $13 million, which was a lot lower than that of $175 million in the same period last year. The core reason was its acquisition of Next Games ($69 million) and the impact of exchange rate on cash.</p><p><img src=\"https://static.tigerbbs.com/1e11bb49b194117284463a60b292c3ae\" tg-width=\"939\" tg-height=\"579\" referrerpolicy=\"no-referrer\"/></p><p>Netflix said that it will continue to transform its services from licensed content to its own original content \"due to increased revenue, solid profitability and the successful evolution of our content model over the years\". Looking at its balance sheet, 60% of net content assets are Netflix original content. As a result, its cash content spend-to-content amortization expense ratio peaked at 1.6x and is expected to reach around 1.2-1.3x throughout 2022, with a gradual decline going forward.</p><p><img src=\"https://static.tigerbbs.com/87319f3f07c27638f422dc28fdd723e5\" tg-width=\"733\" tg-height=\"408\" referrerpolicy=\"no-referrer\"/></p><p>Last quarter, Netflix mentioned in its shareholder letter that \"people like watching TV and playing games\", and Wall Street cited \"moving into video games\" as Netflix's next potential growth engine. Last November, Netflix officially announced its entry into the game market, launching five mobile games on its game platform, and two of them combined the games with the popular program IP Stranger Things.</p><p>It is worth noting that during the reporting period of this quarter, Netflix has laid off employees more than once, after saying that the layoffs were mainly in response to the slowdown in revenue growth and rising costs. After laying off 150 employees in May, another massive layoff of 300 employees, or about 3% of the workforce, was announced in June.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e2224e6b43e75f835dbd8bb6d8c4972c","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","BK4534":"瑞士信贷持仓","BK4551":"寇图资本持仓","BK4527":"明星科技股","BK4507":"流媒体概念","BK4566":"资本集团","BK4108":"电影和娱乐","NFLX":"奈飞","BK4548":"巴美列捷福持仓","QNETCN":"纳斯达克中美互联网老虎指数","FNGU":"三倍做多FANG+指数ETN-MicroSectors","BK4524":"宅经济概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192505904","content_text":"美东时间7月19日周二美股盘后，全球流媒体巨头奈飞公布其截至2022年6月30日二季度财报，曾经在上个季度警告投资者预计流失200万付费用户的奈飞在本季度实际付费用户数减少97万，奈飞美股盘后涨超7%。具体来看其核心财务指标：第二季度EPS为3.20美元，高于分析师预期2.91美元。第二季度收入79.7亿美元，低于分析师预期80.4亿美元，同比增长9%（剔除3.39亿美元的外汇影响则增长13%）。第二季度流媒体订阅用户数减少97万，远远低于分析师预期减少200万，目前累计用户达2.2067亿。此外，奈飞还给到了并不乐观的第三季度业绩指引：预计三季度流媒体订阅用户数将净增100万，低于分析师预期增加180万。预计三季度收入为78.4亿美元，预期为81亿美元。预计三季度每股收益2.14美元，预期2.72美元。另外，奈飞表示二季度的会员增长好于预期，但由于美联储加息推动美元走强，使得在汇率影响下对奈飞的国际收入产生了影响，而其国际收入占其收入总额的60%。我们的挑战和机遇是通过继续改善我们的产品、内容和营销来加速我们的收入和会员增长，就像我们在过去25年里所做的那样，并更好地使我们的广大观众盈利。考虑到我们300多亿美元的收入，去年60亿美元的营业利润，不断增长的自由现金流，以及我们对未来的展望，我们处于一个有利的位置。与微软合作，推动含有广告的订阅模式本月，华尔街见闻文章提及，奈飞宣布将推出含有广告的订阅模式，但在寻找合作伙伴时拒绝了广告巨头谷歌，意外选择了经验不足的微软。分析师表示“奈飞可能正在寻找退出的机会，”并暗示奈飞或许正在为未来被微软收购做长期准备。奈飞表示，其目标是在2023年初发布其成本较低、有广告支持的订阅模式，目前其还处于付费分享计划的早期阶段：我们可能会在少数几个广告支出巨大的市场开始。像我们的大多数新举措一样，我们的目的是推出它，并倾听和学习，并迅速迭代以改进产品。因此，我们的广告业务在几年后可能会与第一天的情况大不相同。此外，奈飞还表示其正在拉丁美洲的测试案例中研究了两种不同的方法，可以为2023年更广泛的推广提供参考。流媒体竞争激烈，后疫情时代增长乏力？奈飞除了与其他流媒体供应商激烈竞争，也面临与“后疫情时代”人们的外出需求“作斗争”，吸引用户的黏性关注越来越困难。继奈飞连续两个季度财报翻车、全球订阅用户数一季度十多年来首次流失了20万后，分析师此前认为从奈飞的经营数据中，很明显能看到奈飞仍面临着疫情后增长正常化的困难，以及越来越激烈的行业竞争；媒体也评论其“不颠覆，无创新”的企业文化出现问题。虽然Netflix仍然保持着主导地位，但流媒体领域的竞争始终非常激烈，而且很可能继续如此，以Netflix竞争对手为例，HBO Max将与Discovery+合作，以每月14.99美元的价格增加其内容库，而且没有广告。同时，迪士尼将其Disney+、Hulu和ESPN+捆绑订阅服务维持在每月13.99美元。就在Netflix上季度用户历史性流失的阴影下，HBO和该有线电视台的HBO Max流媒体服务增加了300万新用户。奈飞表示其电视收视份额在6月份增长到了7.7%的历史新高，并达到13亿分钟的收视率，几乎与排名第二第三的两大媒体巨头CBS和NBC的总和等量。不过，奈飞表示其未来将有“更多时间来了解这些问题，以及如何最好地解决这些问题”，奈飞将始终把重点放在内容上，该公司将《Stranger Things》第四季视为其品牌的一次重大胜利因为其不仅创下了该公司的收视率记录——前四周产生了13亿小时的观看量，还获得了2022年艾美奖的多项提名。此外，《Obi-Wan Kenobi》和《Top Gun Maverick》也是其内容重点。首要任务，重新发力核心业务及新增长点奈飞表示，其当前的首要任务是重新投资于核心业务，并投入于其新的增长机会，如游戏，然后是选择性的收购。我们的目标是保持最低限度的现金，大约相当于两个月的收入（例如，基于第二季度的收入，约53亿美元）。在满足这些需求后，我们的目的是通过股票回购将多余的现金返还给股票持有人。从其自由现金流的情况来看，奈飞在第二季度的自由现金流达到1300万美元，相比去年同期1.75亿美元有了不少降幅，核心原因是其收购了Next Games（6900万美元）以及汇率对现金的影响。奈飞表示，\"由于收入增加，盈利能力稳固，以及我们的内容模式多年来的成功演变\"，其将继续把服务从授权内容转变为自身的原创内容。从其资产负债表来看，60%的净内容资产是Netflix原创内容。因此，其现金内容支出与内容摊销费用比率达到了1.6倍的峰值，预计在2022年全年达到约为1.2-1.3倍，并在未来逐步下降。上个季度，奈飞在股东信中提及“人们喜欢看电视和玩游戏”，华尔街则将“进军视频游戏”作为奈飞下一个潜在的增长引擎。去年11月，奈飞正式宣布进军游戏市场，在其游戏平台上线了五款手游，而且有两款是将游戏与热门节目IP《怪奇物语》相结合。值得注意的是，在本季度报告期内，奈飞已不止一次裁员，此前其表示裁员主要是为了应对营收增速放缓而成本不断增长的情况。继5月解雇了150名员工后，6月再一次宣布大幅裁员300人，约占员工总数的3%。","news_type":1,"symbols_score_info":{"FNGU":1,"QNETCN":1,"NFLX":1}},"isVote":1,"tweetType":1,"viewCount":3949,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075687556,"gmtCreate":1658192299876,"gmtModify":1676536119796,"author":{"id":"4098771786575480","authorId":"4098771786575480","name":"Emi_WW","avatar":"https://community-static.tradeup.com/news/1ad793e17503a413c4f36974f7c5052c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098771786575480","idStr":"4098771786575480"},"themes":[],"htmlText":"🥺","listText":"🥺","text":"🥺","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075687556","repostId":"1152148695","repostType":4,"repost":{"id":"1152148695","kind":"news","weMediaInfo":{"introduction":"提供来自华尔街的观点，观察市场，提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1658151635,"share":"https://ttm.financial/m/news/1152148695?lang=en_US&edition=fundamental","pubTime":"2022-07-18 21:40","market":"us","language":"zh","title":"Tiger Comments: This stock, which plunged 94%, reminds us to be careful of a class of traps","url":"https://stock-news.laohu8.com/highlight/detail?id=1152148695","media":"老虎锐评","summary":"这里的分析只是希望得到更加有意义的投资教训。","content":"<p><html><head></head><body>As of May this year, the flagship fund under Tiger Global (TG) Fund had a pullback/retracement of 52%. Leaving aside TG's primary market investment losses, among the secondary market investments, the most losing investment was in used car dealer Carvana. In the past 11 months, the stock has gone from a high of more than 94% in pullback/retracement, the stock price has gone from $350 pullback/retracement to $21.25, and the company's market capitalization has fallen from $62 billion to $3.8 billion. Amid the gradual cooling of U.S. consumption and the rate hike environment, Carvana may be the worst-performing stock.</p><p><img src=\"https://static.tigerbbs.com/4cdd3976501bcae8d41830abd3d9d0d0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>The chart below shows TG's position on Carvana. With the stock price, the pullback/retracement position is also increasing, so the loss is also increasing. If TG still hasn't reduced its holdings in the second quarter of this year, the loss of this investment will be close to $1 billion.</p><p><img src=\"https://static.tigerbbs.com/87be238d2b80d7898e6a1f10c81cc6f8\" tg-width=\"532\" tg-height=\"134\" referrerpolicy=\"no-referrer\"/></p><p>This company's business model is an online used car dealer in the United States, which is a bright spot in the context that the United States mainly relies on 4S stores to sell cars. The company not only sells used cars, but also packages buyers' loans and sells them to bond investors. In the company's gross profit in 2021, the income from selling loans accounted for 1/3 of the gross profit. In the past two years, the overall price of used cars in the United States has been rising steadily, and the interest rate of the Federal Reserve is too low (the interest income from selling vehicle loans is objective). Carvana's business model takes both ends, which is the reason why TG is optimistic about this company's business model. Although the company has been losing money, its share price has been touted.</p><p>Of course, the macro environment has turned, and the US consumption has weakened and interest rates have risen, which makes the company's business prospects full of uncertainty. Of course, there are very few people who can accurately grasp the macro turn, and the analysis here is just hoping for more meaningful investment lessons.</p><p>If we do an analysis of the number of cars sold and the number of employees in Carvana, we will see that this company is not very much an online company. The following three pictures show the number of cars sold, the number of employees and the number of cars sold per capita of this company in the past few years. While the number of cars sold has doubled, the number of employees has also doubled, so the number of cars sold per capita has actually begun to decline. From this point of view, the efficiency of this company may be stronger than that of 4S stores, but the scale effect of \"online\" can't be seen.</p><p><img src=\"https://static.tigerbbs.com/4131cae6aaf98015cf157417a13d46a7\" tg-width=\"805\" tg-height=\"198\" referrerpolicy=\"no-referrer\"/></p><p><table><tbody><tr></tr></tbody></table>Of course, this problem is not the most important. It is common for efficiency to decline after large scale. The more important problem is the company's business model. Generally speaking, if an enterprise provides both products and funds, then this business model should be wary-another risk of Carvana is that the loan product may not have a buyer, so the loan can only stay in its own hands, which is also the reason why the stock price has continued to fall recently.</p><p>In addition to this hidden danger on the balance sheet, another hidden danger is that the company has played a macro game through inventory. At the end of 2021, the company stockpiled more than 70,000 vehicles, doubling from the end of 2020. If the number of cars sold is used as the base, then the company has hoarded 2 months of sales in 2021 and 1.5 months of sales in 2020. The company is indeed very radical, and it is still gambling that the used car market will surely continue to be hot. At present, the selling price of used cars begins to pullback/retracement. The chart below is the price index of used cars in the United States.</p><p><img src=\"https://static.tigerbbs.com/1dea50ade1c6bcc9a867339d70811a8e\" tg-width=\"508\" tg-height=\"218\" referrerpolicy=\"no-referrer\"/></p><p>The current macro situation is not that when Carvana is sentenced to death, the company still has time to get rid of the loans, reduce inventory and reduce the number of employees (the company has announced 2,100 layoffs, accounting for 12% of its total employees). It's just that from the story of growth stocks, the way ahead is not very clear. Therefore, when investing, we must be careful about the business model of mutual gambling between left and right hands, which is greatly affected by the macro economy-even if the iPhone sales are good, Apple will not lend money to consumers to buy Apples, but rely on third-party banks (Citizens Bank) to bear risks, which is prudent.</p><p></body></html></p>","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>Tiger Comments: This stock, which plunged 94%, reminds us to be careful of a class of traps</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nTiger Comments: This stock, which plunged 94%, reminds us to be careful of a class of traps\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\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\">老虎锐评 </p>\n<p class=\"h-time smaller\">2022-07-18 21:40</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>As of May this year, the flagship fund under Tiger Global (TG) Fund had a pullback/retracement of 52%. Leaving aside TG's primary market investment losses, among the secondary market investments, the most losing investment was in used car dealer Carvana. In the past 11 months, the stock has gone from a high of more than 94% in pullback/retracement, the stock price has gone from $350 pullback/retracement to $21.25, and the company's market capitalization has fallen from $62 billion to $3.8 billion. Amid the gradual cooling of U.S. consumption and the rate hike environment, Carvana may be the worst-performing stock.</p><p><img src=\"https://static.tigerbbs.com/4cdd3976501bcae8d41830abd3d9d0d0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>The chart below shows TG's position on Carvana. With the stock price, the pullback/retracement position is also increasing, so the loss is also increasing. If TG still hasn't reduced its holdings in the second quarter of this year, the loss of this investment will be close to $1 billion.</p><p><img src=\"https://static.tigerbbs.com/87be238d2b80d7898e6a1f10c81cc6f8\" tg-width=\"532\" tg-height=\"134\" referrerpolicy=\"no-referrer\"/></p><p>This company's business model is an online used car dealer in the United States, which is a bright spot in the context that the United States mainly relies on 4S stores to sell cars. The company not only sells used cars, but also packages buyers' loans and sells them to bond investors. In the company's gross profit in 2021, the income from selling loans accounted for 1/3 of the gross profit. In the past two years, the overall price of used cars in the United States has been rising steadily, and the interest rate of the Federal Reserve is too low (the interest income from selling vehicle loans is objective). Carvana's business model takes both ends, which is the reason why TG is optimistic about this company's business model. Although the company has been losing money, its share price has been touted.</p><p>Of course, the macro environment has turned, and the US consumption has weakened and interest rates have risen, which makes the company's business prospects full of uncertainty. Of course, there are very few people who can accurately grasp the macro turn, and the analysis here is just hoping for more meaningful investment lessons.</p><p>If we do an analysis of the number of cars sold and the number of employees in Carvana, we will see that this company is not very much an online company. The following three pictures show the number of cars sold, the number of employees and the number of cars sold per capita of this company in the past few years. While the number of cars sold has doubled, the number of employees has also doubled, so the number of cars sold per capita has actually begun to decline. From this point of view, the efficiency of this company may be stronger than that of 4S stores, but the scale effect of \"online\" can't be seen.</p><p><img src=\"https://static.tigerbbs.com/4131cae6aaf98015cf157417a13d46a7\" tg-width=\"805\" tg-height=\"198\" referrerpolicy=\"no-referrer\"/></p><p><table><tbody><tr></tr></tbody></table>Of course, this problem is not the most important. It is common for efficiency to decline after large scale. The more important problem is the company's business model. Generally speaking, if an enterprise provides both products and funds, then this business model should be wary-another risk of Carvana is that the loan product may not have a buyer, so the loan can only stay in its own hands, which is also the reason why the stock price has continued to fall recently.</p><p>In addition to this hidden danger on the balance sheet, another hidden danger is that the company has played a macro game through inventory. At the end of 2021, the company stockpiled more than 70,000 vehicles, doubling from the end of 2020. If the number of cars sold is used as the base, then the company has hoarded 2 months of sales in 2021 and 1.5 months of sales in 2020. The company is indeed very radical, and it is still gambling that the used car market will surely continue to be hot. At present, the selling price of used cars begins to pullback/retracement. The chart below is the price index of used cars in the United States.</p><p><img src=\"https://static.tigerbbs.com/1dea50ade1c6bcc9a867339d70811a8e\" tg-width=\"508\" tg-height=\"218\" referrerpolicy=\"no-referrer\"/></p><p>The current macro situation is not that when Carvana is sentenced to death, the company still has time to get rid of the loans, reduce inventory and reduce the number of employees (the company has announced 2,100 layoffs, accounting for 12% of its total employees). It's just that from the story of growth stocks, the way ahead is not very clear. Therefore, when investing, we must be careful about the business model of mutual gambling between left and right hands, which is greatly affected by the macro economy-even if the iPhone sales are good, Apple will not lend money to consumers to buy Apples, but rely on third-party banks (Citizens Bank) to bear risks, which is prudent.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e51dca4aea5a4f4975d48e2264c0446","relate_stocks":{"CVNA":"Carvana Co."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152148695","content_text":"截止到今年5月，Tiger Global（TG）基金旗下的旗舰基金回撤52%。抛开TG的一级市场投资亏损不算，在二级市场的投资中，损失最大的投资是在二手车商Carvana。这只股票在过去11个月的时间，从高点回撤超过94%，股价从$350回撤到$21.25，公司市值从$620亿跌到$38亿。在美国消费逐渐冷却以及加息大环境下，Carvana可能是股价表现最差的股票。下图是TG在Carvana上的仓位，随着股价回撤仓位也在增加，所以亏损也越来越大。如果TG在今年2季度依旧没有减持，那么这一笔投资的损失接近$10亿。这家公司的商业模式是美国的线上二手车商，这在美国卖车主要靠4S店的大背景下，属于一个亮点。这家公司不仅销售二手车，还把买家的贷款打包卖给债券投资人。在2021年公司的毛利中，卖贷款的收入占毛利的1/3。在过去两年，美国整体二手车价格节节攀升，美联储利率过低（卖车辆贷款得利息收入客观），Carvana的商业模式两头通吃，相信这也是TG看好这家公司商业模式的原因。虽然这家公司一直亏钱，但是股价却一直受吹捧。当然宏观环境转向，美国消费变弱利率上行，这就使得这家公司的业务前景变得充满了不确定性。当然，能够准确把握宏观转向的人少之又少，这里的分析只是希望得到更加有意义的投资教训。如果我们对Carvana这家公司的售车数和员工人数进行一个分析，就会发现这家公司不太像一家线上公司。下面三图是这家公司过去几年售车数、员工人数和人均售车数量，售车数量在翻倍的同时，员工数也在翻倍，所以人均售车数量其实开始下滑。从这一条来看，这家公司的效率可能比4S店要强，但是“线上”的规模效应看不出来。当然这个问题不是最主要的，规模大之后效率下降也是常事，更主要的问题是公司的经营模式。一般来说，如果一个企业既提供产品又提供资金，那么这种业务模式就要值得警惕——Carvana的另外一个风险就是贷款产品可能没有买家，那么贷款就只能留在自己手上，这一点也是最近股价继续下跌的原因。除了负债表上的这个隐患之后，另外还有一个隐患就是公司通过库存数对宏观进行了博弈。公司在2021年年底，囤了70,000多辆车，比2020年底翻了一倍。如果从售车数量作为基数，那么2021年囤了2个月的销量，2020年囤了1.5个月的销量，公司确实是非常激进，还在赌博二手车市场一定会持续热下去。目前二手车售价开始回撤，下图是美国二手车价格指数。目前的宏观情况并非就是宣判Carvana死刑的时候，公司依旧还有时间去把手上的贷款处理掉，把库存降低，把员工数量降低（公司已经宣布裁员2100人，占总员工的12%）。只是说从成长股的故事来看，前路就不太明朗了。所以，投资一定要小心左右手互博的商业模式，受宏观影响太大——就算iPhone销量再好，苹果也不借钱给消费者买苹果，而是靠第三方银行（Citizens Bank）承担风险，这就是慎重。","news_type":1,"symbols_score_info":{"CVNA":0.9}},"isVote":1,"tweetType":1,"viewCount":2946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075684963,"gmtCreate":1658192180052,"gmtModify":1676536119765,"author":{"id":"4098771786575480","authorId":"4098771786575480","name":"Emi_WW","avatar":"https://community-static.tradeup.com/news/1ad793e17503a413c4f36974f7c5052c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098771786575480","idStr":"4098771786575480"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075684963","repostId":"1138372784","repostType":4,"isVote":1,"tweetType":1,"viewCount":2905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075685599,"gmtCreate":1658192144411,"gmtModify":1676536119757,"author":{"id":"4098771786575480","authorId":"4098771786575480","name":"Emi_WW","avatar":"https://community-static.tradeup.com/news/1ad793e17503a413c4f36974f7c5052c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098771786575480","idStr":"4098771786575480"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075685599","repostId":"1138372784","repostType":4,"isVote":1,"tweetType":1,"viewCount":3424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076024984,"gmtCreate":1657762945548,"gmtModify":1676536058108,"author":{"id":"4098771786575480","authorId":"4098771786575480","name":"Emi_WW","avatar":"https://community-static.tradeup.com/news/1ad793e17503a413c4f36974f7c5052c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098771786575480","idStr":"4098771786575480"},"themes":[],"htmlText":"👏","listText":"👏","text":"👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076024984","repostId":"2251571251","repostType":4,"repost":{"id":"2251571251","kind":"highlight","pubTimestamp":1657754193,"share":"https://ttm.financial/m/news/2251571251?lang=en_US&edition=fundamental","pubTime":"2022-07-14 07:16","market":"us","language":"zh","title":"Apple starts trial production of iPhone 14, initial sales will be higher than iPhone 13","url":"https://stock-news.laohu8.com/highlight/detail?id=2251571251","media":"新浪财经","summary":"新浪科技讯 北京时间7月13日晚间消息，据报道，虽然全球智能手机市场可能已经陷入困境，但苹果公司的iPhone 13仍然卖得不错。而且，即将上市的新一代产品iPhone 14的表现可能会更好。 知情人士称，苹果已经开始试产iPhone 14，并计划于8月份量产。而且，苹果已经告知供应商，iPhone 14上市后的初期销量将高于一年前的iPhone 13。如今，越来越多的分析师认为，如果主要经济体陷入衰退，苹果iPhone的销量可能会好于整个智能手机行业。","content":"<p><html><head></head><body>SAN FRANCISCO, July 13th evening news, it is reported that although the global smartphone market may have been in trouble, but<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The company's iPhone 13 is still selling well. And, the upcoming new generation, the iPhone 14, may perform even better.</p><p>Apple has begun trial production of the iPhone 14 and is scheduled for mass production in August, people familiar with the matter said. Moreover, Apple has informed suppliers that the initial sales of the iPhone 14 will be higher after launch than the iPhone 13 a year ago.</p><p>Apple's expectation is in line with the expectations of Wall Street analysts. Today, a growing number of analysts believe that Apple iPhone sales could be better than the smartphone industry as a whole if major economies slip into recession.</p><p>Apple focuses on the high-end market of smartphones. Analysts believe that inflation in core commodities such as food and fuel has less impact on Apple's relatively wealthy user base.</p><p>Two people familiar with the iPhone supply chain said that despite signs that overall demand in the smartphone market has cooled, iPhone sales momentum remained strong in July.</p><p>One of the people familiar with the matter said that iPhone 13 shipments at one of the factories in July were 1/3 higher than last July. This is very rare because normally, iPhone sales slow down in July and August as consumers wait for a new model to be released in September.</p><p>Another person familiar with the matter said: \"In terms of shipments, the iPhone 13 performed quite well.\"</p><p>Krish Sankar, an analyst at investment bank Cowen, believes that the iPhone 13 continues to maintain good sales momentum later in its lifecycle, partly due to \"a significant rebound in demand from Chinese consumers\".</p><p>In line with previous years'timeframes, Apple has begun trial production of the iPhone 14, aiming for mass production in August so it can be shipped in the fall (September), people familiar with the matter said. For the iPhone 14, Apple's initial sales forecast to suppliers is slightly higher than the iPhone 13 a year ago.</p><p></body></html></p>","source":"sina_us","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>Apple starts trial production of iPhone 14, initial sales will be higher than iPhone 13</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nApple starts trial production of iPhone 14, initial sales will be higher than iPhone 13\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2022-07-14 07:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>SAN FRANCISCO, July 13th evening news, it is reported that although the global smartphone market may have been in trouble, but<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The company's iPhone 13 is still selling well. And, the upcoming new generation, the iPhone 14, may perform even better.</p><p>Apple has begun trial production of the iPhone 14 and is scheduled for mass production in August, people familiar with the matter said. Moreover, Apple has informed suppliers that the initial sales of the iPhone 14 will be higher after launch than the iPhone 13 a year ago.</p><p>Apple's expectation is in line with the expectations of Wall Street analysts. Today, a growing number of analysts believe that Apple iPhone sales could be better than the smartphone industry as a whole if major economies slip into recession.</p><p>Apple focuses on the high-end market of smartphones. Analysts believe that inflation in core commodities such as food and fuel has less impact on Apple's relatively wealthy user base.</p><p>Two people familiar with the iPhone supply chain said that despite signs that overall demand in the smartphone market has cooled, iPhone sales momentum remained strong in July.</p><p>One of the people familiar with the matter said that iPhone 13 shipments at one of the factories in July were 1/3 higher than last July. This is very rare because normally, iPhone sales slow down in July and August as consumers wait for a new model to be released in September.</p><p>Another person familiar with the matter said: \"In terms of shipments, the iPhone 13 performed quite well.\"</p><p>Krish Sankar, an analyst at investment bank Cowen, believes that the iPhone 13 continues to maintain good sales momentum later in its lifecycle, partly due to \"a significant rebound in demand from Chinese consumers\".</p><p>In line with previous years'timeframes, Apple has begun trial production of the iPhone 14, aiming for mass production in August so it can be shipped in the fall (September), people familiar with the matter said. For the iPhone 14, Apple's initial sales forecast to suppliers is slightly higher than the iPhone 13 a year ago.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2022-07-14/doc-imizmscv1413813.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b7614e1910277cd1e8d9423088c475ed","relate_stocks":{"BK4170":"电脑硬件、储存设备及电脑周边","BK4574":"无人驾驶","BK4573":"虚拟现实","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4527":"明星科技股","BK4512":"苹果概念","BK4501":"段永平概念","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","BK4576":"AR","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","BK4505":"高瓴资本持仓","BK4515":"5G概念","AAPL":"苹果","BK4559":"巴菲特持仓","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4507":"流媒体概念"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-07-14/doc-imizmscv1413813.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2251571251","content_text":"新浪科技讯 北京时间7月13日晚间消息，据报道，虽然全球智能手机市场可能已经陷入困境，但苹果公司的iPhone 13仍然卖得不错。而且，即将上市的新一代产品iPhone 14的表现可能会更好。知情人士称，苹果已经开始试产iPhone 14，并计划于8月份量产。而且，苹果已经告知供应商，iPhone 14上市后的初期销量将高于一年前的iPhone 13。苹果的这一预期，与华尔街分析师的预期相吻合。如今，越来越多的分析师认为，如果主要经济体陷入衰退，苹果iPhone的销量可能会好于整个智能手机行业。苹果主打智能手机高端市场，分析人士认为，食品和燃油等核心商品的通胀，对苹果相对富裕的用户群的影响较小。来自iPhone供应链的两位知情人士称，尽管有迹象表明，智能手机市场的整体需求出现降温，但7月份iPhone的销售势头依旧强劲。其中一位知情人士称，其中一家工厂7月份的iPhone 13出货量，比去年7月份高出1/3。这是非常难得的，因为通常情况下，iPhone销量会在7月和8月放缓，因为消费者都在等待9月份发布的新机型。而另一位知情人士称：“从出货量上看，iPhone 13的表现相当出色。”投行Cowen分析师克里什·桑卡尔（Krish Sankar）认为，iPhone 13在生命周期的后期继续保持良好的销售势头，部分原因是“中国消费者的需求大幅反弹”。知情人士称，与往年的时间框架一致，苹果已经开始试产iPhone 14，目标是在8月份批量生产，这样就可以在秋季（9月）发货。对于iPhone 14，苹果向供应商提供的初期销量预期，要略高于一年前的iPhone 13。","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":2692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}