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举白
01-18
说是蒸发了1万亿，结果是1452.63亿，为了噱头不惜专业性，采用双标好吗？！
iPhone国内市场销量下滑波及苹果股价 市值一夜蒸发超过1万亿元
举白
2024-06-03
那就是整体跌，个别涨的格局！
切换时间到了吗？英伟达 VS 道指！
举白
2022-10-05
损失是4.2%+3.9%=8.1%啊！我没有看懂哦！
抱歉，原内容已删除
举白
2022-08-16
$特斯拉(TSLA)$
对特斯拉(TSLA)表态看多看空
去老虎APP查看更多动态
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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250117121149a225199b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4566":"资本集团","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND 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INC","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250117121149a225199b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2504901051","content_text":"【TechWeb】1月17日消息，据外媒报道，有市场研究机构当地时间周四发布的报告显示，苹果iPhone去年在国内市场的出货量同比下滑25%，全年的出货量也同比下滑17%，是出货量前五的厂商中同比下滑幅度最大的。而从外媒最新的报道来看，iPhone在国内市场的出货量大幅下滑，也波及到了苹果公司股价，创下了去年8月5日以来的最大单日跌幅。当地时间周四美国股市收盘时，苹果报228.26美元，较前一交易日收盘时的237.87美元下跌9.61美元，跌幅为4.04%。股价下跌，苹果市值也有明显缩水。按周四收盘时的价格，苹果公司市值为34503.38亿美元，较前一交易日蒸发1452.63亿美元，折合人民币约10643.57亿元。在周四下跌之后，苹果公司股价在今年的前10个交易日，就已有7个交易日下跌，周四收盘时的228.26美元，较2024年最后一个交易日250.42美元的收盘价，低了22.16美元。（海蓝）","news_type":1,"symbols_score_info":{"AAPL":1,"MACW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":950,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312761268646200,"gmtCreate":1717391868325,"gmtModify":1717393285496,"author":{"id":"3473281345429677","authorId":"3473281345429677","name":"举白","avatar":"https://static.tigerbbs.com/b75584da9d2d7f8fdef75df9a195d5f7","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3473281345429677","authorIdStr":"3473281345429677"},"themes":[],"htmlText":"那就是整体跌，个别涨的格局！","listText":"那就是整体跌，个别涨的格局！","text":"那就是整体跌，个别涨的格局！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312761268646200","repostId":"2440211130","repostType":4,"repost":{"id":"2440211130","kind":"news","pubTimestamp":1717371309,"share":"https://www.laohu8.com/m/news/2440211130?lang=&edition=full","pubTime":"2024-06-03 07:35","market":"us","language":"zh","title":"切换时间到了吗？英伟达 VS 道指！","url":"https://stock-news.laohu8.com/highlight/detail?id=2440211130","media":"华尔街见闻","summary":"投资者或可考虑把注意力转移到此前被市场冷落的道指成分股上。","content":"<html><head></head><body><blockquote><p>摘要：在AI交易热潮逐渐褪去的背景下，投资者或可考虑把注意力转移到此前被市场冷落的道指成分股上。</p></blockquote><p>今年以来，人工智能无疑成为推动美股反弹的最大动力，但最新一轮财报季也给投资者敲响了警钟——AI概念股风险与回报的高低并存格局愈发明显。人工智能交易对整个市场的拉动作用已经出现了颓势，市场风格切换的时机可能即将到来。</p><p>AI概念股本轮财报季的表现可谓喜忧参半。一方面，<a href=\"https://laohu8.com/S/PATH\">UiPath</a>的CEO意外离职令该股应声重挫34%。但另一方面，<a href=\"https://laohu8.com/S/HPQ\">惠普</a>等公司凭借着布局AI领域而获得资金青睐，股价翻番。总体来看，数据显示自ChatGPT发布以来，86%的“AI引用”公司财报均超预期，其他行业则只有78%。而且，这些公司的股价在业绩超预期时的平均上涨0.3%，高于传统公司0.3%的平均跌幅。</p><p>不过，倘若业绩令投资者失望，AI概念股的平均跌幅高达5.3%，远超过传统公司2.5%的平均跌幅。这种高回报伴随高风险的格局，意味着投资者如果想继续追捧AI概念股，需要更加谨慎。</p><p>在整个AI题材中，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>无疑是关键所在。在5月22日财报公布之前，该股与<a href=\"https://laohu8.com/S/161125\">标普500</a>指数的相关性高达0.95，二者的涨跌走势基本同步。</p><p>然而，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>财报公布后却出现了分化。<a href=\"https://laohu8.com/S/EVR\">Evercore</a> ISI策略师Julian Emanuel指出，尽管该股在绩后3个交易日内上涨20%，但标普500指数在这期间基本持平，相关性出现显著下降。</p><p>这一变化令市场分析人士惊讶不已，因为过去30年来从未出现过标普500指数中市值位居前五大成分股出现如此大涨，而指数本身却基本没有跟随上涨的情况。有机构认为，<strong>英伟达股价与整体市场开始出现背离，可能意味着“一个股票代表一个市场”的时代临近结束。</strong></p><p>事实上，本周以来，CBOE波动率指数VIX已从11.93升至14.51，市场噪音有所增加。在AI概念交易热潮逐渐褪去的背景下，投资者或可考虑把注意力转移到此前被市场冷落的道指成分股上。</p><p>今年以来，传统公司占比较大的道指涨幅仅为1.2%，远跑输标普500和纳指。不过，5月17日创下40000点新高以来，道指已经下跌近5%，目前出现了自2022年9月以来的最大超卖程度。</p></body></html>","source":"wallstreetcn_hot_news","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>切换时间到了吗？英伟达 VS 道指！</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n切换时间到了吗？英伟达 VS 道指！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-03 07:35 北京时间 <a href=https://wallstreetcn.com/articles/3716303><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：在AI交易热潮逐渐褪去的背景下，投资者或可考虑把注意力转移到此前被市场冷落的道指成分股上。今年以来，人工智能无疑成为推动美股反弹的最大动力，但最新一轮财报季也给投资者敲响了警钟——AI概念股风险与回报的高低并存格局愈发明显。人工智能交易对整个市场的拉动作用已经出现了颓势，市场风格切换的时机可能即将到来。AI概念股本轮财报季的表现可谓喜忧参半。一方面，UiPath的CEO意外离职令该股应声重挫...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3716303\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ecd4bd497e9fce973759fee32dae90bf","relate_stocks":{".DJI":"道琼斯","NVDA":"英伟达"},"source_url":"https://wallstreetcn.com/articles/3716303","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2440211130","content_text":"摘要：在AI交易热潮逐渐褪去的背景下，投资者或可考虑把注意力转移到此前被市场冷落的道指成分股上。今年以来，人工智能无疑成为推动美股反弹的最大动力，但最新一轮财报季也给投资者敲响了警钟——AI概念股风险与回报的高低并存格局愈发明显。人工智能交易对整个市场的拉动作用已经出现了颓势，市场风格切换的时机可能即将到来。AI概念股本轮财报季的表现可谓喜忧参半。一方面，UiPath的CEO意外离职令该股应声重挫34%。但另一方面，惠普等公司凭借着布局AI领域而获得资金青睐，股价翻番。总体来看，数据显示自ChatGPT发布以来，86%的“AI引用”公司财报均超预期，其他行业则只有78%。而且，这些公司的股价在业绩超预期时的平均上涨0.3%，高于传统公司0.3%的平均跌幅。不过，倘若业绩令投资者失望，AI概念股的平均跌幅高达5.3%，远超过传统公司2.5%的平均跌幅。这种高回报伴随高风险的格局，意味着投资者如果想继续追捧AI概念股，需要更加谨慎。在整个AI题材中，英伟达无疑是关键所在。在5月22日财报公布之前，该股与标普500指数的相关性高达0.95，二者的涨跌走势基本同步。然而，英伟达财报公布后却出现了分化。Evercore ISI策略师Julian Emanuel指出，尽管该股在绩后3个交易日内上涨20%，但标普500指数在这期间基本持平，相关性出现显著下降。这一变化令市场分析人士惊讶不已，因为过去30年来从未出现过标普500指数中市值位居前五大成分股出现如此大涨，而指数本身却基本没有跟随上涨的情况。有机构认为，英伟达股价与整体市场开始出现背离，可能意味着“一个股票代表一个市场”的时代临近结束。事实上，本周以来，CBOE波动率指数VIX已从11.93升至14.51，市场噪音有所增加。在AI概念交易热潮逐渐褪去的背景下，投资者或可考虑把注意力转移到此前被市场冷落的道指成分股上。今年以来，传统公司占比较大的道指涨幅仅为1.2%，远跑输标普500和纳指。不过，5月17日创下40000点新高以来，道指已经下跌近5%，目前出现了自2022年9月以来的最大超卖程度。","news_type":1,"symbols_score_info":{".DJI":1.1,"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":668560224,"gmtCreate":1664944741968,"gmtModify":1664946352306,"author":{"id":"3473281345429677","authorId":"3473281345429677","name":"举白","avatar":"https://static.tigerbbs.com/b75584da9d2d7f8fdef75df9a195d5f7","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3473281345429677","authorIdStr":"3473281345429677"},"themes":[],"htmlText":"损失是4.2%+3.9%=8.1%啊！我没有看懂哦！","listText":"损失是4.2%+3.9%=8.1%啊！我没有看懂哦！","text":"损失是4.2%+3.9%=8.1%啊！我没有看懂哦！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668560224","repostId":"1197886521","repostType":4,"isVote":1,"tweetType":1,"viewCount":1763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684715300,"gmtCreate":1660607015504,"gmtModify":1660612773455,"author":{"id":"3473281345429677","authorId":"3473281345429677","name":"举白","avatar":"https://static.tigerbbs.com/b75584da9d2d7f8fdef75df9a195d5f7","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3473281345429677","authorIdStr":"3473281345429677"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>对特斯拉(TSLA)表态看多看空","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>对特斯拉(TSLA)表态看多看空","text":"$特斯拉(TSLA)$对特斯拉(TSLA)表态看多看空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684715300","isVote":1,"tweetType":1,"viewCount":1936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":393811064344768,"gmtCreate":1737170483281,"gmtModify":1737170485192,"author":{"id":"3473281345429677","authorId":"3473281345429677","name":"举白","avatar":"https://static.tigerbbs.com/b75584da9d2d7f8fdef75df9a195d5f7","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3473281345429677","authorIdStr":"3473281345429677"},"themes":[],"htmlText":"说是蒸发了1万亿，结果是1452.63亿，为了噱头不惜专业性，采用双标好吗？！","listText":"说是蒸发了1万亿，结果是1452.63亿，为了噱头不惜专业性，采用双标好吗？！","text":"说是蒸发了1万亿，结果是1452.63亿，为了噱头不惜专业性，采用双标好吗？！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393811064344768","repostId":"2504901051","repostType":2,"repost":{"id":"2504901051","kind":"news","pubTimestamp":1737087102,"share":"https://www.laohu8.com/m/news/2504901051?lang=&edition=full","pubTime":"2025-01-17 12:11","market":"us","language":"zh","title":"iPhone国内市场销量下滑波及苹果股价 市值一夜蒸发超过1万亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2504901051","media":"TechWeb","summary":"而从外媒最新的报道来看，iPhone在国内市场的出货量大幅下滑，也波及到了苹果公司股价，创下了去年8月5日以来的最大单日跌幅。股价下跌，苹果市值也有明显缩水。按周四收盘时的价格，苹果公司市值为34503.38亿美元，较前一交易日蒸发1452.63亿美元，折合人民币约10643.57亿元。在周四下跌之后，苹果公司股价在今年的前10个交易日，就已有7个交易日下跌，周四收盘时的228.26美元，较2024年最后一个交易日250.42美元的收盘价，低了22.16美元。","content":"<html><body><article><p>【TechWeb】1月17日消息，据外媒报道，有市场研究机构当地时间周四发布的报告显示，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>iPhone去年在国内市场的出货量同比下滑25%，全年的出货量也同比下滑17%，是出货量前五的厂商中同比下滑幅度最大的。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250117121143071d2016awgf5b6k7x\"/><p>而从外媒最新的报道来看，iPhone在国内市场的出货量大幅下滑，也波及到了苹果公司股价，创下了去年8月5日以来的最大单日跌幅。</p><p>当地时间周四美国股市收盘时，苹果报228.26美元，较前一交易日收盘时的237.87美元下跌9.61美元，跌幅为4.04%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250117121143554d201h6gfa4qfw1e\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20250117121144154d201afjol6h0ser\"/><p>股价下跌，苹果市值也有明显缩水。按周四收盘时的价格，苹果公司市值为34503.38亿美元，较前一交易日蒸发1452.63亿美元，折合人民币约10643.57亿元。</p><p>在周四下跌之后，苹果公司股价在今年的前10个交易日，就已有7个交易日下跌，周四收盘时的228.26美元，较2024年最后一个交易日250.42美元的收盘价，低了22.16美元。（海蓝）</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>iPhone国内市场销量下滑波及苹果股价 市值一夜蒸发超过1万亿元</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\niPhone国内市场销量下滑波及苹果股价 市值一夜蒸发超过1万亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-17 12:11 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250117121149a225199b&s=b><strong>TechWeb</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【TechWeb】1月17日消息，据外媒报道，有市场研究机构当地时间周四发布的报告显示，苹果iPhone去年在国内市场的出货量同比下滑25%，全年的出货量也同比下滑17%，是出货量前五的厂商中同比下滑幅度最大的。而从外媒最新的报道来看，iPhone在国内市场的出货量大幅下滑，也波及到了苹果公司股价，创下了去年8月5日以来的最大单日跌幅。当地时间周四美国股市收盘时，苹果报228.26美元，较前一...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250117121149a225199b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4566":"资本集团","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND 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INC","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250117121149a225199b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2504901051","content_text":"【TechWeb】1月17日消息，据外媒报道，有市场研究机构当地时间周四发布的报告显示，苹果iPhone去年在国内市场的出货量同比下滑25%，全年的出货量也同比下滑17%，是出货量前五的厂商中同比下滑幅度最大的。而从外媒最新的报道来看，iPhone在国内市场的出货量大幅下滑，也波及到了苹果公司股价，创下了去年8月5日以来的最大单日跌幅。当地时间周四美国股市收盘时，苹果报228.26美元，较前一交易日收盘时的237.87美元下跌9.61美元，跌幅为4.04%。股价下跌，苹果市值也有明显缩水。按周四收盘时的价格，苹果公司市值为34503.38亿美元，较前一交易日蒸发1452.63亿美元，折合人民币约10643.57亿元。在周四下跌之后，苹果公司股价在今年的前10个交易日，就已有7个交易日下跌，周四收盘时的228.26美元，较2024年最后一个交易日250.42美元的收盘价，低了22.16美元。（海蓝）","news_type":1,"symbols_score_info":{"AAPL":1,"MACW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":950,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":668560224,"gmtCreate":1664944741968,"gmtModify":1664946352306,"author":{"id":"3473281345429677","authorId":"3473281345429677","name":"举白","avatar":"https://static.tigerbbs.com/b75584da9d2d7f8fdef75df9a195d5f7","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3473281345429677","authorIdStr":"3473281345429677"},"themes":[],"htmlText":"损失是4.2%+3.9%=8.1%啊！我没有看懂哦！","listText":"损失是4.2%+3.9%=8.1%啊！我没有看懂哦！","text":"损失是4.2%+3.9%=8.1%啊！我没有看懂哦！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668560224","repostId":"1197886521","repostType":4,"isVote":1,"tweetType":1,"viewCount":1763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312761268646200,"gmtCreate":1717391868325,"gmtModify":1717393285496,"author":{"id":"3473281345429677","authorId":"3473281345429677","name":"举白","avatar":"https://static.tigerbbs.com/b75584da9d2d7f8fdef75df9a195d5f7","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3473281345429677","authorIdStr":"3473281345429677"},"themes":[],"htmlText":"那就是整体跌，个别涨的格局！","listText":"那就是整体跌，个别涨的格局！","text":"那就是整体跌，个别涨的格局！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312761268646200","repostId":"2440211130","repostType":4,"repost":{"id":"2440211130","kind":"news","pubTimestamp":1717371309,"share":"https://www.laohu8.com/m/news/2440211130?lang=&edition=full","pubTime":"2024-06-03 07:35","market":"us","language":"zh","title":"切换时间到了吗？英伟达 VS 道指！","url":"https://stock-news.laohu8.com/highlight/detail?id=2440211130","media":"华尔街见闻","summary":"投资者或可考虑把注意力转移到此前被市场冷落的道指成分股上。","content":"<html><head></head><body><blockquote><p>摘要：在AI交易热潮逐渐褪去的背景下，投资者或可考虑把注意力转移到此前被市场冷落的道指成分股上。</p></blockquote><p>今年以来，人工智能无疑成为推动美股反弹的最大动力，但最新一轮财报季也给投资者敲响了警钟——AI概念股风险与回报的高低并存格局愈发明显。人工智能交易对整个市场的拉动作用已经出现了颓势，市场风格切换的时机可能即将到来。</p><p>AI概念股本轮财报季的表现可谓喜忧参半。一方面，<a href=\"https://laohu8.com/S/PATH\">UiPath</a>的CEO意外离职令该股应声重挫34%。但另一方面，<a href=\"https://laohu8.com/S/HPQ\">惠普</a>等公司凭借着布局AI领域而获得资金青睐，股价翻番。总体来看，数据显示自ChatGPT发布以来，86%的“AI引用”公司财报均超预期，其他行业则只有78%。而且，这些公司的股价在业绩超预期时的平均上涨0.3%，高于传统公司0.3%的平均跌幅。</p><p>不过，倘若业绩令投资者失望，AI概念股的平均跌幅高达5.3%，远超过传统公司2.5%的平均跌幅。这种高回报伴随高风险的格局，意味着投资者如果想继续追捧AI概念股，需要更加谨慎。</p><p>在整个AI题材中，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>无疑是关键所在。在5月22日财报公布之前，该股与<a href=\"https://laohu8.com/S/161125\">标普500</a>指数的相关性高达0.95，二者的涨跌走势基本同步。</p><p>然而，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>财报公布后却出现了分化。<a href=\"https://laohu8.com/S/EVR\">Evercore</a> ISI策略师Julian Emanuel指出，尽管该股在绩后3个交易日内上涨20%，但标普500指数在这期间基本持平，相关性出现显著下降。</p><p>这一变化令市场分析人士惊讶不已，因为过去30年来从未出现过标普500指数中市值位居前五大成分股出现如此大涨，而指数本身却基本没有跟随上涨的情况。有机构认为，<strong>英伟达股价与整体市场开始出现背离，可能意味着“一个股票代表一个市场”的时代临近结束。</strong></p><p>事实上，本周以来，CBOE波动率指数VIX已从11.93升至14.51，市场噪音有所增加。在AI概念交易热潮逐渐褪去的背景下，投资者或可考虑把注意力转移到此前被市场冷落的道指成分股上。</p><p>今年以来，传统公司占比较大的道指涨幅仅为1.2%，远跑输标普500和纳指。不过，5月17日创下40000点新高以来，道指已经下跌近5%，目前出现了自2022年9月以来的最大超卖程度。</p></body></html>","source":"wallstreetcn_hot_news","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>切换时间到了吗？英伟达 VS 道指！</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n切换时间到了吗？英伟达 VS 道指！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-03 07:35 北京时间 <a href=https://wallstreetcn.com/articles/3716303><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：在AI交易热潮逐渐褪去的背景下，投资者或可考虑把注意力转移到此前被市场冷落的道指成分股上。今年以来，人工智能无疑成为推动美股反弹的最大动力，但最新一轮财报季也给投资者敲响了警钟——AI概念股风险与回报的高低并存格局愈发明显。人工智能交易对整个市场的拉动作用已经出现了颓势，市场风格切换的时机可能即将到来。AI概念股本轮财报季的表现可谓喜忧参半。一方面，UiPath的CEO意外离职令该股应声重挫...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3716303\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ecd4bd497e9fce973759fee32dae90bf","relate_stocks":{".DJI":"道琼斯","NVDA":"英伟达"},"source_url":"https://wallstreetcn.com/articles/3716303","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2440211130","content_text":"摘要：在AI交易热潮逐渐褪去的背景下，投资者或可考虑把注意力转移到此前被市场冷落的道指成分股上。今年以来，人工智能无疑成为推动美股反弹的最大动力，但最新一轮财报季也给投资者敲响了警钟——AI概念股风险与回报的高低并存格局愈发明显。人工智能交易对整个市场的拉动作用已经出现了颓势，市场风格切换的时机可能即将到来。AI概念股本轮财报季的表现可谓喜忧参半。一方面，UiPath的CEO意外离职令该股应声重挫34%。但另一方面，惠普等公司凭借着布局AI领域而获得资金青睐，股价翻番。总体来看，数据显示自ChatGPT发布以来，86%的“AI引用”公司财报均超预期，其他行业则只有78%。而且，这些公司的股价在业绩超预期时的平均上涨0.3%，高于传统公司0.3%的平均跌幅。不过，倘若业绩令投资者失望，AI概念股的平均跌幅高达5.3%，远超过传统公司2.5%的平均跌幅。这种高回报伴随高风险的格局，意味着投资者如果想继续追捧AI概念股，需要更加谨慎。在整个AI题材中，英伟达无疑是关键所在。在5月22日财报公布之前，该股与标普500指数的相关性高达0.95，二者的涨跌走势基本同步。然而，英伟达财报公布后却出现了分化。Evercore ISI策略师Julian Emanuel指出，尽管该股在绩后3个交易日内上涨20%，但标普500指数在这期间基本持平，相关性出现显著下降。这一变化令市场分析人士惊讶不已，因为过去30年来从未出现过标普500指数中市值位居前五大成分股出现如此大涨，而指数本身却基本没有跟随上涨的情况。有机构认为，英伟达股价与整体市场开始出现背离，可能意味着“一个股票代表一个市场”的时代临近结束。事实上，本周以来，CBOE波动率指数VIX已从11.93升至14.51，市场噪音有所增加。在AI概念交易热潮逐渐褪去的背景下，投资者或可考虑把注意力转移到此前被市场冷落的道指成分股上。今年以来，传统公司占比较大的道指涨幅仅为1.2%，远跑输标普500和纳指。不过，5月17日创下40000点新高以来，道指已经下跌近5%，目前出现了自2022年9月以来的最大超卖程度。","news_type":1,"symbols_score_info":{".DJI":1.1,"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684715300,"gmtCreate":1660607015504,"gmtModify":1660612773455,"author":{"id":"3473281345429677","authorId":"3473281345429677","name":"举白","avatar":"https://static.tigerbbs.com/b75584da9d2d7f8fdef75df9a195d5f7","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3473281345429677","authorIdStr":"3473281345429677"},"themes":[],"htmlText":"<a 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