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2023-03-01

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2020-07-10

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2020-07-01

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2021-02-17

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2020-08-26

$Borr Drilling Ltd(BORR)$会被退市吗？有点害怕，😯😯😯

2024-10-09

$三倍做多富时中国ETF-Direxion(YINN)$ 夜盘不能交易吗？[捂脸]

2022-10-01

$爱奇艺(IQ)$都成毛票了[笑哭] [笑哭] [笑哭]

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2020-05-04

$联合保健产品(AHPI)$真牛逼

2025-10-01

这篇文章不错，转发给大家看看

@空军大队长:CRWV分析报告

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我今天说一下CRWV的分析报告，这个股票我们今年做过两次，也还成功，CRWV是一家AI领域的云计算平台，传统的云计算就是亚马逊，谷歌，微软三家垄断了，但是这三家因为没办法拿到大量的AI芯片，而CRWV跟英伟达绑定，可以第一时间拿到英伟达的大量AI芯片，所以才能做这个AI云计算的业务，现在语言大模型的军备竞赛非常激烈，但是想发展AI的各大公司只能排队拿英伟达的高性能芯片，芯片数量少了就没有办法提高算力，那大语音模型的迭代升级就会卡在芯片的算力上，既然没办法从英伟达那里拿到大量的芯片，那么大家的第一反应就是找其他的算力来源，刚好CRWV可以提供大量的算力，而且还是公有的，谁都可以从CRWV那里买到算力，所以上半年CRWV拿到了301亿美元的订单，这就是CRWV股价大涨五六倍的原因。 CRWV为什么大跌，有三个原因，第一个是基本面的原因，CRWV跟英伟达一样，股价","listText":"昨天美股涨了一下，现在美国政府马上面临停摆的风险，但是大盘还是上涨了，所以大盘很难预测，特朗普上一届为了修墙，让政府停摆一个多月，一般政府停摆是因为预算不通过，奥巴马时期就是这样，就是缩减一下联邦开支就可以过关，但是特朗普有意思，他是故意让联邦政府停摆，然后把责任推给民主党，特朗普根本不在乎政府停摆，这是历史第一人，历史上从来没有出现过这样的总统，就像历史上没有哪个总统一边制造通胀，一边要求降息，这在历史上也没有发生过，当然特朗普这样任性，肯定也是有后果的，那就是现在的美国开始出现了特朗普式衰退，也就是在降息过程中还出现了经济衰退，美国历史上历次衰退是因为加息，降息还衰退的一个是2008年的小布什，再就是现在的特朗普了，红脖子因为没有文化，他们当总统就会出现衰退，昨天UPST大跌，就是市场预期美国后面会出现滞涨跟衰退，这样会让次级贷款人的违约率大幅提高，UPST就是做次级贷款的，特朗普式衰退对UPST的打击是最明显的。 我今天说一下CRWV的分析报告，这个股票我们今年做过两次，也还成功，CRWV是一家AI领域的云计算平台，传统的云计算就是亚马逊，谷歌，微软三家垄断了，但是这三家因为没办法拿到大量的AI芯片，而CRWV跟英伟达绑定，可以第一时间拿到英伟达的大量AI芯片，所以才能做这个AI云计算的业务，现在语言大模型的军备竞赛非常激烈，但是想发展AI的各大公司只能排队拿英伟达的高性能芯片，芯片数量少了就没有办法提高算力，那大语音模型的迭代升级就会卡在芯片的算力上，既然没办法从英伟达那里拿到大量的芯片，那么大家的第一反应就是找其他的算力来源，刚好CRWV可以提供大量的算力，而且还是公有的，谁都可以从CRWV那里买到算力，所以上半年CRWV拿到了301亿美元的订单，这就是CRWV股价大涨五六倍的原因。 CRWV为什么大跌，有三个原因，第一个是基本面的原因，CRWV跟英伟达一样，股价","text":"昨天美股涨了一下，现在美国政府马上面临停摆的风险，但是大盘还是上涨了，所以大盘很难预测，特朗普上一届为了修墙，让政府停摆一个多月，一般政府停摆是因为预算不通过，奥巴马时期就是这样，就是缩减一下联邦开支就可以过关，但是特朗普有意思，他是故意让联邦政府停摆，然后把责任推给民主党，特朗普根本不在乎政府停摆，这是历史第一人，历史上从来没有出现过这样的总统，就像历史上没有哪个总统一边制造通胀，一边要求降息，这在历史上也没有发生过，当然特朗普这样任性，肯定也是有后果的，那就是现在的美国开始出现了特朗普式衰退，也就是在降息过程中还出现了经济衰退，美国历史上历次衰退是因为加息，降息还衰退的一个是2008年的小布什，再就是现在的特朗普了，红脖子因为没有文化，他们当总统就会出现衰退，昨天UPST大跌，就是市场预期美国后面会出现滞涨跟衰退，这样会让次级贷款人的违约率大幅提高，UPST就是做次级贷款的，特朗普式衰退对UPST的打击是最明显的。 我今天说一下CRWV的分析报告，这个股票我们今年做过两次，也还成功，CRWV是一家AI领域的云计算平台，传统的云计算就是亚马逊，谷歌，微软三家垄断了，但是这三家因为没办法拿到大量的AI芯片，而CRWV跟英伟达绑定，可以第一时间拿到英伟达的大量AI芯片，所以才能做这个AI云计算的业务，现在语言大模型的军备竞赛非常激烈，但是想发展AI的各大公司只能排队拿英伟达的高性能芯片，芯片数量少了就没有办法提高算力，那大语音模型的迭代升级就会卡在芯片的算力上，既然没办法从英伟达那里拿到大量的芯片，那么大家的第一反应就是找其他的算力来源，刚好CRWV可以提供大量的算力，而且还是公有的，谁都可以从CRWV那里买到算力，所以上半年CRWV拿到了301亿美元的订单，这就是CRWV股价大涨五六倍的原因。 CRWV为什么大跌，有三个原因，第一个是基本面的原因，CRWV跟英伟达一样，股价","images":[{"img":"https://static.tigerbbs.com/7d3a261a5b8d68f0bbfdfd3ac1146983","width":"1183","height":"2560"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484054221513152","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380813531365616,"gmtCreate":1734003001869,"gmtModify":1734003003335,"author":{"id":"3475800036153297","authorId":"3475800036153297","name":"交易_NO1","avatar":"https://static.tigerbbs.com/fac8b1cb5914ecbd08c43fd8f90d7746","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3475800036153297","idStr":"3475800036153297"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 达子胸起[笑哭]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 达子胸起[笑哭]&nbsp;&nbsp;","text":"$英伟达(NVDA)$ 达子胸起[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380813531365616","isVote":1,"tweetType":1,"viewCount":2887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380845542723904,"gmtCreate":1733988972277,"gmtModify":1733988974057,"author":{"id":"3475800036153297","authorId":"3475800036153297","name":"交易_NO1","avatar":"https://static.tigerbbs.com/fac8b1cb5914ecbd08c43fd8f90d7746","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3475800036153297","idStr":"3475800036153297"},"themes":[],"htmlText":"后面一定是越涨越高的","listText":"后面一定是越涨越高的","text":"后面一定是越涨越高的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380845542723904","isVote":1,"tweetType":1,"viewCount":3223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380845329649928,"gmtCreate":1733988919610,"gmtModify":1733988921573,"author":{"id":"3475800036153297","authorId":"3475800036153297","name":"交易_NO1","avatar":"https://static.tigerbbs.com/fac8b1cb5914ecbd08c43fd8f90d7746","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3475800036153297","idStr":"3475800036153297"},"themes":[],"htmlText":"没有任何影响，国内有替代品吗？而且人家核心产品也不对中国大陆销售。","listText":"没有任何影响，国内有替代品吗？而且人家核心产品也不对中国大陆销售。","text":"没有任何影响，国内有替代品吗？而且人家核心产品也不对中国大陆销售。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380845329649928","isVote":1,"tweetType":1,"viewCount":3528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365734979932200,"gmtCreate":1730291189947,"gmtModify":1730291191584,"author":{"id":"3475800036153297","authorId":"3475800036153297","name":"交易_NO1","avatar":"https://static.tigerbbs.com/fac8b1cb5914ecbd08c43fd8f90d7746","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3475800036153297","idStr":"3475800036153297"},"themes":[],"htmlText":"太假了吧","listText":"太假了吧","text":"太假了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365734979932200","repostId":"1173062468","repostType":2,"repost":{"id":"1173062468","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":1730290535,"share":"https://www.laohu8.com/m/news/1173062468?lang=zh_CN&edition=full","pubTime":"2024-10-30 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20:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>美国10月ADP就业人数23.3万人，为2023年7月以来最大增幅，预期11.4万人。前值由14.3万人修正为15.9万人。</strong></p><p>ADP报告：随着经济走出飓风的复苏，就业创造达到了自2023年7月以来的最高水平。制造业是唯一裁员的行业。与去年同期相比，在职人员的工资增长下降至4.6%，延续了两年的放缓趋势。对于换工作的人来说，工资增长放缓至6.2%。</p><p><strong>市场反应</strong></p><p>美国10年期国债“跳水”，10年国债收益率在ADP就业数据公布后大幅上涨，目前为4.252%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a8bed595ac43cb81b11a02724b3dfb3\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f866f5d880ac7442ed06621cdcccdbfd","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173062468","content_text":"美国10月ADP就业人数23.3万人，为2023年7月以来最大增幅，预期11.4万人。前值由14.3万人修正为15.9万人。ADP报告：随着经济走出飓风的复苏，就业创造达到了自2023年7月以来的最高水平。制造业是唯一裁员的行业。与去年同期相比，在职人员的工资增长下降至4.6%，延续了两年的放缓趋势。对于换工作的人来说，工资增长放缓至6.2%。市场反应美国10年期国债“跳水”，10年国债收益率在ADP就业数据公布后大幅上涨，目前为4.252%。","news_type":1,"symbols_score_info":{".DJI":1.1}},"isVote":1,"tweetType":1,"viewCount":3222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358020863561800,"gmtCreate":1728444145182,"gmtModify":1728444146650,"author":{"id":"3475800036153297","authorId":"3475800036153297","name":"交易_NO1","avatar":"https://static.tigerbbs.com/fac8b1cb5914ecbd08c43fd8f90d7746","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3475800036153297","idStr":"3475800036153297"},"themes":[],"htmlText":"<a 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20:30","market":"us","language":"zh","title":"盘前 | 美国二季度GDP超预期，汽车、航空股“跌惨”","url":"https://stock-news.laohu8.com/highlight/detail?id=1123471688","media":"老虎资讯综合","summary":"美国第二季度实际GDP年化季率初值： 2.8%。","content":"<html><head></head><body><h4 id=\"id_4197966640\">重磅数据</h4><p><strong>美国第二季度实际GDP年化季率初值： 2.8%，预期：2%。</strong></p><p><strong>美国第二季度核心PCE物价指数年化季率初值录得2.9%，低于预期的2.7%。</strong></p><p><strong>美国第二季度实际个人消费支出季率初值录得2.3%，高于预期的2%。</strong></p><p>美国6月耐用品订单环比下降6.6%，预估为增长0.3%，前值为增长0.1%。</p><p>美国上周首次申领失业救济人数为23.5万人，预估为23.8万人，前值为24.3万人。</p><blockquote><p>解读：在高利率的重压下，消费者支出和更广泛的经济活动已经降温，这同时也有助于逐步抑制通胀。这对美联储来说是个好兆头。美联储正努力实现经济软着陆，可能最早于9月份开始降息。</p></blockquote><h4 id=\"id_576416403\">行情表现</h4><p>美股股指期货在美国经济数据公布后收窄跌幅。美国国债回吐涨幅。美元指数DXY短线走高。<strong>利率期货继续定价对美联储9月份开始降息的押注，预计2024年余下的每次会议都将降息。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53f8f2f324bb658fb0245301fa8b05c2\" title=\"\" tg-width=\"985\" tg-height=\"550\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d66f4955cd0bd1b2478373426e722db4\" title=\"\" tg-width=\"945\" tg-height=\"540\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31238746c3c5e200c48393ed8c1e9744\" title=\"\" tg-width=\"951\" tg-height=\"534\"/></p><h3 id=\"id_2226404005\">个股盘前表现</h3><p>IBM涨超3%。第二季度总营收为157.70亿美元，同比增长2%；来自于持续运营业务的净利润为18.30亿美元，同比增幅达16%。自2023年年中以来，IBM人工智能咨询和人工智能软件的预订规模已超过20亿美元，这是IBM在4月份公布的上一季度业绩报告中披露的大约10亿美元业务帐簿的足足两倍。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/307ede75bc7a58cbf657eb6dc983007d\" title=\"\" tg-width=\"450\" tg-height=\"130\"/></p><p>玩具制造商孩之宝大涨超6%。二季度营收、调整后每股收益超预期，净利润率大增。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5360ef6c7d1e8dc693a56413ea82762\" title=\"\" tg-width=\"450\" tg-height=\"126\"/></p><p>特斯拉跌幅收窄。受财报表现不佳影响，特斯拉昨日大跌超12%。高盛将其目标价从248美元下调至230美元，维持中性评级；花旗将其目标价从274美元下调至258美元；杰富瑞认为次季业绩无助大幅提升市场预期，维持予其“持有”评级，目标价为165美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1e65553c4f0deec99b6db068f4b0d960\" title=\"\" tg-width=\"450\" tg-height=\"125\"/></p><p>意法半导体大跌超12%。消息面上，意法半导体第二季度营收为32.3亿美元，同比下降25%，略低于预期。此外，公司下调今年的营收预期至132亿-137亿美元。这已是该公司今年第二次下调年度预期。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b92113ffe8eeaef251b7718d7aedfeb8\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p>全球第四大车企Stellantis跌超8%。Stellantis上半年盈利大跌48%至56亿欧元，远不及市场平均预期。收入则下降14%，至850亿欧元。</p><p>老牌巨头福特汽车大跌超13%。数据显示，二季度福特汽车的营收为478亿美元，同比增长6.2%；调整后息税前利润为28亿美元，同比下降26.3%。二季度调整后每股收益(EPS)为0.47美元，同比下降34.7%，大幅低于预期，体现在汽车市场增长放缓之际，保修成本严重拖累公司盈利。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7e96448cd5bece30436f57be950d357\" title=\"\" tg-width=\"450\" tg-height=\"127\"/></p><p>美国航空跌超5%。公司三季度每股收益指引低于预期，且下调了全财年的每股收益预期。</p><p>新东方跌超4%。东方甄选宣布主播董宇辉离职。俞敏洪称将与辉同行所有收益全给董宇辉，金额超1.4亿元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dcd71686bbde596d0c713bbe9f9a456b\" title=\"\" tg-width=\"450\" tg-height=\"132\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘前 | 美国二季度GDP超预期，汽车、航空股“跌惨”</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; 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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盘前 | 美国二季度GDP超预期，汽车、航空股“跌惨”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-07-25 20:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h4 id=\"id_4197966640\">重磅数据</h4><p><strong>美国第二季度实际GDP年化季率初值： 2.8%，预期：2%。</strong></p><p><strong>美国第二季度核心PCE物价指数年化季率初值录得2.9%，低于预期的2.7%。</strong></p><p><strong>美国第二季度实际个人消费支出季率初值录得2.3%，高于预期的2%。</strong></p><p>美国6月耐用品订单环比下降6.6%，预估为增长0.3%，前值为增长0.1%。</p><p>美国上周首次申领失业救济人数为23.5万人，预估为23.8万人，前值为24.3万人。</p><blockquote><p>解读：在高利率的重压下，消费者支出和更广泛的经济活动已经降温，这同时也有助于逐步抑制通胀。这对美联储来说是个好兆头。美联储正努力实现经济软着陆，可能最早于9月份开始降息。</p></blockquote><h4 id=\"id_576416403\">行情表现</h4><p>美股股指期货在美国经济数据公布后收窄跌幅。美国国债回吐涨幅。美元指数DXY短线走高。<strong>利率期货继续定价对美联储9月份开始降息的押注，预计2024年余下的每次会议都将降息。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53f8f2f324bb658fb0245301fa8b05c2\" title=\"\" tg-width=\"985\" tg-height=\"550\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d66f4955cd0bd1b2478373426e722db4\" title=\"\" tg-width=\"945\" tg-height=\"540\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31238746c3c5e200c48393ed8c1e9744\" title=\"\" tg-width=\"951\" tg-height=\"534\"/></p><h3 id=\"id_2226404005\">个股盘前表现</h3><p>IBM涨超3%。第二季度总营收为157.70亿美元，同比增长2%；来自于持续运营业务的净利润为18.30亿美元，同比增幅达16%。自2023年年中以来，IBM人工智能咨询和人工智能软件的预订规模已超过20亿美元，这是IBM在4月份公布的上一季度业绩报告中披露的大约10亿美元业务帐簿的足足两倍。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/307ede75bc7a58cbf657eb6dc983007d\" title=\"\" tg-width=\"450\" tg-height=\"130\"/></p><p>玩具制造商孩之宝大涨超6%。二季度营收、调整后每股收益超预期，净利润率大增。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5360ef6c7d1e8dc693a56413ea82762\" title=\"\" tg-width=\"450\" tg-height=\"126\"/></p><p>特斯拉跌幅收窄。受财报表现不佳影响，特斯拉昨日大跌超12%。高盛将其目标价从248美元下调至230美元，维持中性评级；花旗将其目标价从274美元下调至258美元；杰富瑞认为次季业绩无助大幅提升市场预期，维持予其“持有”评级，目标价为165美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1e65553c4f0deec99b6db068f4b0d960\" title=\"\" tg-width=\"450\" tg-height=\"125\"/></p><p>意法半导体大跌超12%。消息面上，意法半导体第二季度营收为32.3亿美元，同比下降25%，略低于预期。此外，公司下调今年的营收预期至132亿-137亿美元。这已是该公司今年第二次下调年度预期。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b92113ffe8eeaef251b7718d7aedfeb8\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p>全球第四大车企Stellantis跌超8%。Stellantis上半年盈利大跌48%至56亿欧元，远不及市场平均预期。收入则下降14%，至850亿欧元。</p><p>老牌巨头福特汽车大跌超13%。数据显示，二季度福特汽车的营收为478亿美元，同比增长6.2%；调整后息税前利润为28亿美元，同比下降26.3%。二季度调整后每股收益(EPS)为0.47美元，同比下降34.7%，大幅低于预期，体现在汽车市场增长放缓之际，保修成本严重拖累公司盈利。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7e96448cd5bece30436f57be950d357\" title=\"\" tg-width=\"450\" tg-height=\"127\"/></p><p>美国航空跌超5%。公司三季度每股收益指引低于预期，且下调了全财年的每股收益预期。</p><p>新东方跌超4%。东方甄选宣布主播董宇辉离职。俞敏洪称将与辉同行所有收益全给董宇辉，金额超1.4亿元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dcd71686bbde596d0c713bbe9f9a456b\" title=\"\" tg-width=\"450\" tg-height=\"132\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123471688","content_text":"重磅数据美国第二季度实际GDP年化季率初值： 2.8%，预期：2%。美国第二季度核心PCE物价指数年化季率初值录得2.9%，低于预期的2.7%。美国第二季度实际个人消费支出季率初值录得2.3%，高于预期的2%。美国6月耐用品订单环比下降6.6%，预估为增长0.3%，前值为增长0.1%。美国上周首次申领失业救济人数为23.5万人，预估为23.8万人，前值为24.3万人。解读：在高利率的重压下，消费者支出和更广泛的经济活动已经降温，这同时也有助于逐步抑制通胀。这对美联储来说是个好兆头。美联储正努力实现经济软着陆，可能最早于9月份开始降息。行情表现美股股指期货在美国经济数据公布后收窄跌幅。美国国债回吐涨幅。美元指数DXY短线走高。利率期货继续定价对美联储9月份开始降息的押注，预计2024年余下的每次会议都将降息。个股盘前表现IBM涨超3%。第二季度总营收为157.70亿美元，同比增长2%；来自于持续运营业务的净利润为18.30亿美元，同比增幅达16%。自2023年年中以来，IBM人工智能咨询和人工智能软件的预订规模已超过20亿美元，这是IBM在4月份公布的上一季度业绩报告中披露的大约10亿美元业务帐簿的足足两倍。玩具制造商孩之宝大涨超6%。二季度营收、调整后每股收益超预期，净利润率大增。特斯拉跌幅收窄。受财报表现不佳影响，特斯拉昨日大跌超12%。高盛将其目标价从248美元下调至230美元，维持中性评级；花旗将其目标价从274美元下调至258美元；杰富瑞认为次季业绩无助大幅提升市场预期，维持予其“持有”评级，目标价为165美元。意法半导体大跌超12%。消息面上，意法半导体第二季度营收为32.3亿美元，同比下降25%，略低于预期。此外，公司下调今年的营收预期至132亿-137亿美元。这已是该公司今年第二次下调年度预期。全球第四大车企Stellantis跌超8%。Stellantis上半年盈利大跌48%至56亿欧元，远不及市场平均预期。收入则下降14%，至850亿欧元。老牌巨头福特汽车大跌超13%。数据显示，二季度福特汽车的营收为478亿美元，同比增长6.2%；调整后息税前利润为28亿美元，同比下降26.3%。二季度调整后每股收益(EPS)为0.47美元，同比下降34.7%，大幅低于预期，体现在汽车市场增长放缓之际，保修成本严重拖累公司盈利。美国航空跌超5%。公司三季度每股收益指引低于预期，且下调了全财年的每股收益预期。新东方跌超4%。东方甄选宣布主播董宇辉离职。俞敏洪称将与辉同行所有收益全给董宇辉，金额超1.4亿元。","news_type":1,"symbols_score_info":{".DJI":1.1,".SPX":1.1,".IXIC":1.1}},"isVote":1,"tweetType":1,"viewCount":2999,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303322040389944,"gmtCreate":1715073583053,"gmtModify":1715073584746,"author":{"id":"3475800036153297","authorId":"3475800036153297","name":"交易_NO1","avatar":"https://static.tigerbbs.com/fac8b1cb5914ecbd08c43fd8f90d7746","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3475800036153297","idStr":"3475800036153297"},"themes":[],"htmlText":"国际骗[开心]&nbsp;&nbsp;","listText":"国际骗[开心]&nbsp;&nbsp;","text":"国际骗[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303322040389944","repostId":"1158793160","repostType":2,"repost":{"id":"1158793160","kind":"news","pubTimestamp":1715073205,"share":"https://www.laohu8.com/m/news/1158793160?lang=zh_CN&edition=full","pubTime":"2024-05-07 17:13","market":"us","language":"zh","title":"法拉第未来：董事会并未考虑任命贾跃亭为联席CEO","url":"https://stock-news.laohu8.com/highlight/detail?id=1158793160","media":"新浪美股","summary":"贾跃亭发表视频，表示将考虑和Matthias Aydt共同出任法拉第未来的联席CEO。","content":"<html><head></head><body><p>5月7日消息，法拉第未来发布声明称，该公司董事会目前并未考虑任命贾跃亭为公司联席CEO。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b0179509a5ee00816751370cccc5135\" title=\"\" tg-width=\"550\" tg-height=\"241\"/></p><p style=\"text-align: start;\">今日早些时候，法拉第未来创始人兼CPUO（首席产品和用户官）贾跃亭发表视频，表示将考虑和Matthias Aydt共同出任法拉第未来的联席CEO。</p><p style=\"text-align: start;\">他还称，将开启个人IP商业化挣钱造车，和公司管理团队一起，采取所有（包括正在进行的融资）可行举措，力争让公司保持合规上市地位，保卫法拉第未来的上市资格。</p><p style=\"text-align: start;\">对此，法拉第未来发表声明称：“本公司知悉，贾跃亭以个人身份而非本公司高级管理人员的身份，在社交媒体上发布了一段与本公司有关的视频。视频中的陈述尚未得到本公司的批准，任何此类陈述都不应归因于本公司。”</p><p style=\"text-align: start;\">“此外，虽然本公司理解该视频显示贾先生考虑在本公司董事会委任下担任联席CEO的可能性，并感谢他提供的服务，但目前本公司董事会并未考虑委任贾先生为联席CEO。”</p><p>截至发稿，法拉第未来盘前涨幅超9%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9045596ebf83a367e0fc68bda33f1438\" title=\"\" tg-width=\"450\" tg-height=\"124\"/></p></body></html>","source":"xlmg","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>法拉第未来：董事会并未考虑任命贾跃亭为联席CEO</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n法拉第未来：董事会并未考虑任命贾跃亭为联席CEO\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-07 17:13 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2024-05-07/doc-inaukzcv0383700.shtml><strong>新浪美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月7日消息，法拉第未来发布声明称，该公司董事会目前并未考虑任命贾跃亭为公司联席CEO。今日早些时候，法拉第未来创始人兼CPUO（首席产品和用户官）贾跃亭发表视频，表示将考虑和Matthias Aydt共同出任法拉第未来的联席CEO。他还称，将开启个人IP商业化挣钱造车，和公司管理团队一起，采取所有（包括正在进行的融资）可行举措，力争让公司保持合规上市地位，保卫法拉第未来的上市资格。对此，法拉第...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-05-07/doc-inaukzcv0383700.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1a3754f388f30b5f7e5d59651613a82b","relate_stocks":{},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-05-07/doc-inaukzcv0383700.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158793160","content_text":"5月7日消息，法拉第未来发布声明称，该公司董事会目前并未考虑任命贾跃亭为公司联席CEO。今日早些时候，法拉第未来创始人兼CPUO（首席产品和用户官）贾跃亭发表视频，表示将考虑和Matthias Aydt共同出任法拉第未来的联席CEO。他还称，将开启个人IP商业化挣钱造车，和公司管理团队一起，采取所有（包括正在进行的融资）可行举措，力争让公司保持合规上市地位，保卫法拉第未来的上市资格。对此，法拉第未来发表声明称：“本公司知悉，贾跃亭以个人身份而非本公司高级管理人员的身份，在社交媒体上发布了一段与本公司有关的视频。视频中的陈述尚未得到本公司的批准，任何此类陈述都不应归因于本公司。”“此外，虽然本公司理解该视频显示贾先生考虑在本公司董事会委任下担任联席CEO的可能性，并感谢他提供的服务，但目前本公司董事会并未考虑委任贾先生为联席CEO。”截至发稿，法拉第未来盘前涨幅超9%。","news_type":1,"symbols_score_info":{"FFIE":1.1}},"isVote":1,"tweetType":1,"viewCount":3178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624454171,"gmtCreate":1677662232693,"gmtModify":1677662902434,"author":{"id":"3475800036153297","authorId":"3475800036153297","name":"交易_NO1","avatar":"https://static.tigerbbs.com/fac8b1cb5914ecbd08c43fd8f90d7746","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3475800036153297","idStr":"3475800036153297"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$&nbsp;</a>垃圾公司","listText":"<a href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$&nbsp;</a>垃圾公司","text":"$爱奇艺(IQ)$ 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在去年11月和12月，爱奇艺对VIP会员订阅服务分别进行了提价，如今又如此花式收费，难免遭到嫌弃。更早前，爱奇艺和其他长视频平台还有超前点播和登录端限制等“骚操作”。 这背后，实际上是爱奇艺商业模式重度依赖会员订阅服务之下的盈利和增长焦虑。但在“内容为王”时代，消费者愿不愿意继续掏钱，更取决于长视频平台是否提供了更多更有质量的独播内容。 01 花样收费不断 被指套娃式薅羊毛 “建议以后收费不要这么抠抠搜搜的，快进、弹幕、音频、音轨，会员广告的间隔期时长，都是可以用来做阶梯会员的项目，格局要打开。”对于爱奇艺的限制投屏，在其官方微博上，一名自称会员的网友这样嘲讽，并表示将在自己的会员到期后就停止续费，并卸载爱奇艺。 投屏到电视端或者投影仪观看影视作品，已是很多爱奇艺VIP会员的日常。现在，对于习惯了使用4K或者是1080P清晰度投屏的黄金会员来说，投屏只能选择480P清晰度，所能享受的观看效果如同“马赛克”，无异于买了个假会员。 当然，如果想重回投屏高清晰度也可以，需要另付费。爱奇艺客服回应限制投屏表示，480P以上清晰度需开通白金会员，或在电视端上观看播放。这相当于逼着想要继续投屏的用户选择白金VIP会员。 而据爱奇艺客户端数据，黄金VIP包年服务和白金VIP相差了110元。有意思的是，在爱奇艺的会员购买页面，白金VIP上方还“贴心”地标注了“电视端也能看”几个字。而在白金会员之上，还有特权更多的星钻会员。 对于爱奇艺的这种“骚操作”，上海市消保委","text":"一波未平一波又起，连日来，爱奇艺因被吐槽“吃相难看”屡上热搜。$爱奇艺(IQ)$ 在被曝出限制投屏功能，除非订阅白金会员，黄金会员投屏只能“享受”480P清晰度后，又有网友反映，爱奇艺HDMI线连接电视播放功能也被限制了。 在去年11月和12月，爱奇艺对VIP会员订阅服务分别进行了提价，如今又如此花式收费，难免遭到嫌弃。更早前，爱奇艺和其他长视频平台还有超前点播和登录端限制等“骚操作”。 这背后，实际上是爱奇艺商业模式重度依赖会员订阅服务之下的盈利和增长焦虑。但在“内容为王”时代，消费者愿不愿意继续掏钱，更取决于长视频平台是否提供了更多更有质量的独播内容。 01 花样收费不断 被指套娃式薅羊毛 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[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668690653","isVote":1,"tweetType":1,"viewCount":5974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":680495257,"gmtCreate":1655188233481,"gmtModify":1704861405634,"author":{"id":"3475800036153297","authorId":"3475800036153297","name":"交易_NO1","avatar":"https://static.tigerbbs.com/fac8b1cb5914ecbd08c43fd8f90d7746","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3475800036153297","idStr":"3475800036153297"},"themes":[],"htmlText":"top poeple &nbsp;‌<a href=\"\">[笑哭]&nbsp;</a>‌?","listText":"top poeple &nbsp;‌<a href=\"\">[笑哭]&nbsp;</a>‌?","text":"top poeple ‌[笑哭] ‌?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/680495257","repostId":"1121071938","repostType":2,"repost":{"id":"1121071938","kind":"news","pubTimestamp":1655185568,"share":"https://www.laohu8.com/m/news/1121071938?lang=zh_CN&edition=full","pubTime":"2022-06-14 13:46","market":"sh","language":"zh","title":"限制外资投行高管薪酬？证监会回应：不实消息","url":"https://stock-news.laohu8.com/highlight/detail?id=1121071938","media":"中国证监会","summary":"证监会有关部门负责人答记者问。","content":"<html><head></head><body><p>问：近日，有媒体报道中国证监会今年在上海和北京召开会议，要求外资投行报告高管薪酬细节，并提出不要给高管过高薪酬。请问证监会对此有何评论？</p><p>答∶上述报道为不实消息，我会及相关证监局、行业协会未召开过上述会议。薪酬制度是公司治理的重要内容，构建科学合理的薪酬制度是保持行业核心竞争力的基础，也是保持行业稳健可持续发展的基础。全球监管部门对薪酬激励相关制度近年来比较关注，目的是为了防范过度投机、过度激励引发的金融风险。金融稳定理事会（FSB）总结2008年金融危机教训时指出：“大型金融机构的高额薪酬基于短期的高额利润，忽略了金融企业的长期风险，是导致金融危机的主要因素之一”。欧美等国和国际组织先后对金融行业薪酬管理制定了相关监管制度和规则，如金融稳定论坛（FSF）出台《稳健薪酬做法原则》、欧盟出台《第四号资本要求指令》、美联储发布《金融企业薪酬政策监管方案》，对金融从业人员薪酬实施监管，避免高管为取得高薪而采取过度投机行为。</p><p>为指导行业机构建立稳健的薪酬制度、健全薪酬激励约束机制，促进行业高质量发展。近期，监管部门会同行业协会，在充分听取行业意见建议的基础上，由证券业协会、基金业协会分别发布了薪酬管理指引，体现出尊重市场基本规律、立足行业实际情况、压实机构主体责任、防范短期过度激励的基本思路，旨在夯实行业发展的治理基础、风控基础、合规基础、文化基础和人才基础，更好有效服务实体经济、防范金融风险，并无设置薪酬限额，也不涉及薪酬总额和具体操作办法。核心制度包括∶强化长效激励约束机制，落实薪酬递延支付安排。明确不得通过包干、人员挂靠等方式开展业务，不将从业人员的薪酬收入与其承做或承揽的项目收入直接挂钩。建立完善经营管理层和基金经理等核心员工奖金跟投机制，实施违规责任人员奖金追索扣回制度。支持证券基金行业探索实施多样化长效激励约束机制，弱化规模排名、短期业绩、收入利润等指标的考核比重。</p><p>近年来，按照国家金融业对外开放的统一部署，我会坚持市场化、法治化、国际化原则，放宽、取消证券基金经营机构外资股比限制，已批准11家外资控股证券基金公司，在华机构总体经营发展情况良好，我会依法依规统一监管，充分尊重机构经营决策自主权。</p></body></html>","source":"lsy1573813229493","collect":0,"html":"<!DOCTYPE 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}\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限制外资投行高管薪酬？证监会回应：不实消息\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-14 13:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.csrc.gov.cn/csrc/c100028/c3607173/content.shtml><strong>中国证监会</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>问：近日，有媒体报道中国证监会今年在上海和北京召开会议，要求外资投行报告高管薪酬细节，并提出不要给高管过高薪酬。请问证监会对此有何评论？答∶上述报道为不实消息，我会及相关证监局、行业协会未召开过上述会议。薪酬制度是公司治理的重要内容，构建科学合理的薪酬制度是保持行业核心竞争力的基础，也是保持行业稳健可持续发展的基础。全球监管部门对薪酬激励相关制度近年来比较关注，目的是为了防范过度投机、过度激励引发...</p>\n\n<a href=\"http://www.csrc.gov.cn/csrc/c100028/c3607173/content.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e47235940cac4ace00aaf85be84ee412","relate_stocks":{"000001.SH":"上证指数"},"source_url":"http://www.csrc.gov.cn/csrc/c100028/c3607173/content.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121071938","content_text":"问：近日，有媒体报道中国证监会今年在上海和北京召开会议，要求外资投行报告高管薪酬细节，并提出不要给高管过高薪酬。请问证监会对此有何评论？答∶上述报道为不实消息，我会及相关证监局、行业协会未召开过上述会议。薪酬制度是公司治理的重要内容，构建科学合理的薪酬制度是保持行业核心竞争力的基础，也是保持行业稳健可持续发展的基础。全球监管部门对薪酬激励相关制度近年来比较关注，目的是为了防范过度投机、过度激励引发的金融风险。金融稳定理事会（FSB）总结2008年金融危机教训时指出：“大型金融机构的高额薪酬基于短期的高额利润，忽略了金融企业的长期风险，是导致金融危机的主要因素之一”。欧美等国和国际组织先后对金融行业薪酬管理制定了相关监管制度和规则，如金融稳定论坛（FSF）出台《稳健薪酬做法原则》、欧盟出台《第四号资本要求指令》、美联储发布《金融企业薪酬政策监管方案》，对金融从业人员薪酬实施监管，避免高管为取得高薪而采取过度投机行为。为指导行业机构建立稳健的薪酬制度、健全薪酬激励约束机制，促进行业高质量发展。近期，监管部门会同行业协会，在充分听取行业意见建议的基础上，由证券业协会、基金业协会分别发布了薪酬管理指引，体现出尊重市场基本规律、立足行业实际情况、压实机构主体责任、防范短期过度激励的基本思路，旨在夯实行业发展的治理基础、风控基础、合规基础、文化基础和人才基础，更好有效服务实体经济、防范金融风险，并无设置薪酬限额，也不涉及薪酬总额和具体操作办法。核心制度包括∶强化长效激励约束机制，落实薪酬递延支付安排。明确不得通过包干、人员挂靠等方式开展业务，不将从业人员的薪酬收入与其承做或承揽的项目收入直接挂钩。建立完善经营管理层和基金经理等核心员工奖金跟投机制，实施违规责任人员奖金追索扣回制度。支持证券基金行业探索实施多样化长效激励约束机制，弱化规模排名、短期业绩、收入利润等指标的考核比重。近年来，按照国家金融业对外开放的统一部署，我会坚持市场化、法治化、国际化原则，放宽、取消证券基金经营机构外资股比限制，已批准11家外资控股证券基金公司，在华机构总体经营发展情况良好，我会依法依规统一监管，充分尊重机构经营决策自主权。","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":4459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":891909645,"gmtCreate":1628312479687,"gmtModify":1628312479687,"author":{"id":"3475800036153297","authorId":"3475800036153297","name":"交易_NO1","avatar":"https://static.tigerbbs.com/fac8b1cb5914ecbd08c43fd8f90d7746","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3475800036153297","idStr":"3475800036153297"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891909645","repostId":"145876916","repostType":1,"repost":{"id":145876916,"gmtCreate":1626219530535,"gmtModify":1727971764043,"author":{"id":"3520120256277227","authorId":"3520120256277227","name":"雷递","avatar":"https://static.tigerbbs.com/c1d76d196de1b078825d97644631d0f1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3520120256277227","idStr":"3520120256277227"},"themes":[],"title":"Zomato获5.6亿美元基石投资：老虎基金与Fidelity均参投","htmlText":"雷递网 乐天 7月14日报道即将在印度资本市场上市的印度外卖平台Zomato受到了投资方热捧。Zomato计划募资13亿美元，其已经从基石投资者处获得了5.623亿美元的融资，占到Zomato计划募资比例的45%。Zomato的基石投资者包括Tiger Global（老虎全球基金）、 Fidelity、 New World、Baillie Gifford、Government of Singapore、Canada Pension Plan、Mirae Asset、T. Rowe Price及Steadview等。Zomato在2020年9月曾完成6.6亿美元的J轮融资，当时估值为39亿美元。2021年2月，Zomato完成2.5亿美元融资，领投方为Kora Management，参投方包括现有投资者Fidelity Management、Tiger Global及现有投资者Bow Wave Capital和Dragoneer Investment，当时估值为54亿美元。Zomato在截至2021年3月31日的财年营收为2.83亿美元，较上年同期下降了23%；净亏损为1.1亿美元，较上年同期收窄了66%。亚马逊2020年进军了食品送货市场，Zomato管理层将亚马逊是为重要的竞争对手。———————————————雷递由资深媒体人雷建平创办，若转载请写明来源。","listText":"雷递网 乐天 7月14日报道即将在印度资本市场上市的印度外卖平台Zomato受到了投资方热捧。Zomato计划募资13亿美元，其已经从基石投资者处获得了5.623亿美元的融资，占到Zomato计划募资比例的45%。Zomato的基石投资者包括Tiger Global（老虎全球基金）、 Fidelity、 New World、Baillie Gifford、Government of Singapore、Canada Pension Plan、Mirae Asset、T. Rowe Price及Steadview等。Zomato在2020年9月曾完成6.6亿美元的J轮融资，当时估值为39亿美元。2021年2月，Zomato完成2.5亿美元融资，领投方为Kora Management，参投方包括现有投资者Fidelity Management、Tiger Global及现有投资者Bow Wave Capital和Dragoneer Investment，当时估值为54亿美元。Zomato在截至2021年3月31日的财年营收为2.83亿美元，较上年同期下降了23%；净亏损为1.1亿美元，较上年同期收窄了66%。亚马逊2020年进军了食品送货市场，Zomato管理层将亚马逊是为重要的竞争对手。———————————————雷递由资深媒体人雷建平创办，若转载请写明来源。","text":"雷递网 乐天 7月14日报道即将在印度资本市场上市的印度外卖平台Zomato受到了投资方热捧。Zomato计划募资13亿美元，其已经从基石投资者处获得了5.623亿美元的融资，占到Zomato计划募资比例的45%。Zomato的基石投资者包括Tiger Global（老虎全球基金）、 Fidelity、 New World、Baillie Gifford、Government of Singapore、Canada Pension Plan、Mirae Asset、T. Rowe Price及Steadview等。Zomato在2020年9月曾完成6.6亿美元的J轮融资，当时估值为39亿美元。2021年2月，Zomato完成2.5亿美元融资，领投方为Kora Management，参投方包括现有投资者Fidelity Management、Tiger Global及现有投资者Bow Wave Capital和Dragoneer Investment，当时估值为54亿美元。Zomato在截至2021年3月31日的财年营收为2.83亿美元，较上年同期下降了23%；净亏损为1.1亿美元，较上年同期收窄了66%。亚马逊2020年进军了食品送货市场，Zomato管理层将亚马逊是为重要的竞争对手。———————————————雷递由资深媒体人雷建平创办，若转载请写明来源。","images":[{"img":"https://static.tigerbbs.com/42b3cc8d84ae634588915893a976ac70","width":"688","height":"440"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145876916","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":198226214,"gmtCreate":1620963308938,"gmtModify":1620963308938,"author":{"id":"3475800036153297","authorId":"3475800036153297","name":"交易_NO1","avatar":"https://static.tigerbbs.com/fac8b1cb5914ecbd08c43fd8f90d7746","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3475800036153297","idStr":"3475800036153297"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/198226214","repostId":"355949967","repostType":1,"repost":{"id":355949967,"gmtCreate":1617025992459,"gmtModify":1744852315170,"author":{"id":"3568538193599011","authorId":"3568538193599011","name":"大时代2024","avatar":"https://static.tigerbbs.com/08ea48759cee4d47f06f4b202adc629b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568538193599011","idStr":"3568538193599011"},"themes":[],"title":"《外国公司问责法案》如何斩杀中概股？美股到底还能买么？","htmlText":"美股散户联盟，拒绝被收割！近期中概股暴跌，有人说是通胀下的系统性风险，那是在欺骗和安慰自己！中概股跌的要远远比纳斯达克指数多的多，很多股票（百度、京东、拼多多、蔚来，爱奇艺、理想等）跌幅惨烈，几天甚至跌了30%甚至腰斩！ 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Hwang150亿美金家族基金爆仓外（后面会讲），无非是《外国公司问责法案》通过，那么这份法案到底是个什么玩意？《外国公司问责法案》其实就是握在代表美国政府SEC手中斩杀中概股的一把铡刀！打着为着国家安全和股民利益的幌子，把中概股推上了两个断头台：一、根据最新法案，外国发行人连续三年不能满足美国公众公司会计监督委员会（PCAOB）对会计师事务所检查要求的，其证券将被摘牌。新规将在30天后生效。二、外国发行人需披露自己与该国政府的关系。要求不受外国政府拥有或控制，并要求在美国上市的外国企业遵守PCAOB的审计标准，否则可能面临退市风险。第一条基本上可以把90%的中概股头颅砍了，数据显示，目前在不接受美国PCAOB检查审计底稿的外国上市企业中，中国（包括中国香港）企业占了近90%！第二条要求外国发行人提交：1，中国政府在该公司拥有的股份比例；2，需披露政府是否在该公司控股；3，是要披露董事会成员里中国**官员的姓名；4，则是要确认公司章程是否包含中国**的任何章程。要求证明公司不受中国政府或政府机构拥有或控制，这个要求**到了极点！！这个《外国公司问责法案》死死地卡住了中概股的命脉，用一句中国老话就是“欲加之罪何患无辞”！所以这也解释了为何去年至今很多中概股为了“保命”回归港交所上市，图表是满足港交所回归条件的一些中概股（不完全统计），剩下的可能就只有悲惨结局了。可以看出，无论是中美谈判的强硬对峙，还是前天新疆棉花的热点事件、以及之前中国祭出","text":"美股散户联盟，拒绝被收割！近期中概股暴跌，有人说是通胀下的系统性风险，那是在欺骗和安慰自己！中概股跌的要远远比纳斯达克指数多的多，很多股票（百度、京东、拼多多、蔚来，爱奇艺、理想等）跌幅惨烈，几天甚至跌了30%甚至腰斩！ 相信大家跟我一样痛心！痛定思痛，我们还是要去反思，并且找到应对解决办法！为何会暴跌，究其原因，除了市场上传言的Bill 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我今天说一下CRWV的分析报告，这个股票我们今年做过两次，也还成功，CRWV是一家AI领域的云计算平台，传统的云计算就是亚马逊，谷歌，微软三家垄断了，但是这三家因为没办法拿到大量的AI芯片，而CRWV跟英伟达绑定，可以第一时间拿到英伟达的大量AI芯片，所以才能做这个AI云计算的业务，现在语言大模型的军备竞赛非常激烈，但是想发展AI的各大公司只能排队拿英伟达的高性能芯片，芯片数量少了就没有办法提高算力，那大语音模型的迭代升级就会卡在芯片的算力上，既然没办法从英伟达那里拿到大量的芯片，那么大家的第一反应就是找其他的算力来源，刚好CRWV可以提供大量的算力，而且还是公有的，谁都可以从CRWV那里买到算力，所以上半年CRWV拿到了301亿美元的订单，这就是CRWV股价大涨五六倍的原因。 CRWV为什么大跌，有三个原因，第一个是基本面的原因，CRWV跟英伟达一样，股价","text":"昨天美股涨了一下，现在美国政府马上面临停摆的风险，但是大盘还是上涨了，所以大盘很难预测，特朗普上一届为了修墙，让政府停摆一个多月，一般政府停摆是因为预算不通过，奥巴马时期就是这样，就是缩减一下联邦开支就可以过关，但是特朗普有意思，他是故意让联邦政府停摆，然后把责任推给民主党，特朗普根本不在乎政府停摆，这是历史第一人，历史上从来没有出现过这样的总统，就像历史上没有哪个总统一边制造通胀，一边要求降息，这在历史上也没有发生过，当然特朗普这样任性，肯定也是有后果的，那就是现在的美国开始出现了特朗普式衰退，也就是在降息过程中还出现了经济衰退，美国历史上历次衰退是因为加息，降息还衰退的一个是2008年的小布什，再就是现在的特朗普了，红脖子因为没有文化，他们当总统就会出现衰退，昨天UPST大跌，就是市场预期美国后面会出现滞涨跟衰退，这样会让次级贷款人的违约率大幅提高，UPST就是做次级贷款的，特朗普式衰退对UPST的打击是最明显的。 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