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几米one
2020-03-04
$小米集团-W(01810)$
小米2019年度财报什么时候会发布呢,有没有知道的朋友
几米one
2021-04-13
$Property Solutions Acquisition Corp(PSAC)$
贾跃亭太不是人了吧,跑路就算了,还造假
几米one
2021-03-24
这篇文章不错,转发给大家看看
@Alex谈股论金:很幸运,预测全中!Yalla 股票复盘。谈谈我对于成长股估值的看法。#美股分析#Yalla#YALA
几米one
2020-05-04
$跟谁学(GSX)$
跟谁学走势让人有点摸不着头脑呀,不跟大盘,也不跟其他教育股,独立🐂股
几米one
2020-03-03
$虎牙(HUYA)$
这个破股票还不发财报吗?表现是真差,大盘涨五,它还跌,中概股都涨,它还跌,斗鱼都能涨,它还跌
几米one
2020-03-03
$虎牙(HUYA)$
果然是个坑
几米one
2020-02-24
$小米集团-W(01810)$
真是失望,品控这么差,何时能翻身
几米one
04-09
这篇文章不错,转发给大家看看
@小虎老师:押注特朗普认输?亚太市场反攻!低估的中国科技“十杰” 你抄底了吗?
几米one
2024-01-11
//
@33_Tiger
: XD是我非常非常好的朋友,从前年中概低谷基金亏损到2023年重仓压住
$Coinbase Global, Inc.(COIN)$
$多邻国(DUOL)$
打了漂亮的翻身仗,一手AI,一手coin,非常值得学习。[开心]
@壹拾資產XD:why world top and how - 写在BTC ETF通过审批的日子
几米one
2021-05-03
$Yalla Group(YALA)$
挺垃圾的
几米one
2021-01-20
这篇文章不错,转发给大家看看
@W先生的笔记:我是如何运用Option,降低AMC的持股成本的?
几米one
2020-04-24
这篇文章不错,转发给大家看看
Third Avenue Value Fund Buys 2 Stocks, Sells 3 Others in 1st Quarter
几米one
2020-04-24
这篇文章不错,转发给大家看看
抱歉,原内容已删除
几米one
2024-10-28
大选进入倒计时:华尔街全面押注“特朗普交易”
查看详情:
大选进入倒计时:华尔街全面押注“特朗普交易”
2024年美国总统选举预定于2024年11月5日星期二举行,胜者将从2025年1月开始入主白宫,担任一届为期四年的总统任期,选民还将投票选出国会议员,这将影响 2024 年以后的美国经济,是近期不确定性的主要来源。 此帖仅开放于中国大陆用户
大选进入倒计时:华尔街全面押注“特朗普交易”
几米one
2024-10-15
这篇文章不错,转发给大家看看
@京城Z先生:从 “老乡别走”,到 “老乡哪里跑”,只需两周时间。
$三倍做多富时中国ETF-Direxion(YINN)$
几米one
2024-10-14
这篇文章不错,转发给大家看看
抱歉,原内容已删除
几米one
2024-10-12
这篇文章不错,转发给大家看看
@Seven8:
$Coinbase Global, Inc.(COIN)$
身家112亿的Coinbase创始人刚刚娶了中国老婆 Angela Meng,她在北京和洛杉矶长大,工作有在香港《南华早报》和北京《路透社》担任记者,写过深度报道。
几米one
2024-10-10
这篇文章不错,转发给大家看看
中国银行大幅上涨 银行股普涨趋势明显
几米one
2024-10-07
这篇文章不错,转发给大家看看
异动解读 | 马斯克公开支持特朗普引爆DOGE等币暴涨 但财政赤字担忧或抵消利好
几米one
2024-10-07
这篇文章不错,转发给大家看看
Chinese ADRs and ETFs Jump; YINN Rises Nearly 8%; Li Auto Jumps 5%
去老虎APP查看更多动态
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,"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422501883130320","repostId":"422303689056440","repostType":1,"repost":{"id":422303689056440,"gmtCreate":1744121853888,"gmtModify":1744173603641,"author":{"id":"36989258284800","authorId":"36989258284800","name":"小虎老师","avatar":"https://static.laohu8.com/6e9d88ae16a2b401169a727cf1457404","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36989258284800","authorIdStr":"36989258284800"},"themes":[],"title":"押注特朗普认输?亚太市场反攻!低估的中国科技“十杰” 你抄底了吗?","htmlText":"据悉,特朗普上台以来,其大刀阔斧,甚至无视“国际规则”的强硬关税主张已经导致其内阁分裂:财政部部长至今不愿意背书(他也有超5亿美元的基金),暂未看到该部门关于关税的苛征细节,特朗普的铁杆支持者,德州参议院也反对关税主张,担心未来美股衰退,影响下一次的选举。曾经花巨资支持特朗普胜选的ELON MUSK也在近月的美股暴跌中损失1500亿美元以上,他也反对特朗普的关税主张,甚至主张0关税。一度市场认为特朗普期望美联储来救市的鲍威尔主席也并没有“纵容”特朗普直接出来“降息救市”。。1. 市场应该押注特朗普即将认输?到亚太全线反攻也许市场已经嗅到,也许特朗普的计划或未能实现。4月8日,亚太股市在经历前一日的大跌后展开反弹。此前一日, <a target=\"_blank\" href=\"https://ttm.financial/S/HSI\">$恒生指数(HSI)$</a> <a target=\"_blank\" href=\"https://ttm.financial/FUT/HSImain\">$恒生指数主连 2504(HSImain)$</a> 4月7日跌13.2%,创历史上第三大当日跌幅。日韩股市表现强劲,日经225指数上涨6.03%,韩国股市开盘涨幅超过2%,收盘涨幅为0.26%。印度SENSEX30上涨1.98%,澳洲标普200上涨1.91%,新西兰标普50上涨0.98%。中国A股市场也表现强势,上证指数重回3100点,报收3145.55点,涨幅1.58%,深证成指上涨0.64%。<a target=\"_blank\" href=\"https://ttm.financial/S/HSI\">$恒生指数(HSI)$</a> 上涨1.63%, <a target=\"_blank\" href=\"https://ttm.financial/S/HSCEI\">$国企指数(HSCEI)$</a>","listText":"据悉,特朗普上台以来,其大刀阔斧,甚至无视“国际规则”的强硬关税主张已经导致其内阁分裂:财政部部长至今不愿意背书(他也有超5亿美元的基金),暂未看到该部门关于关税的苛征细节,特朗普的铁杆支持者,德州参议院也反对关税主张,担心未来美股衰退,影响下一次的选举。曾经花巨资支持特朗普胜选的ELON MUSK也在近月的美股暴跌中损失1500亿美元以上,他也反对特朗普的关税主张,甚至主张0关税。一度市场认为特朗普期望美联储来救市的鲍威尔主席也并没有“纵容”特朗普直接出来“降息救市”。。1. 市场应该押注特朗普即将认输?到亚太全线反攻也许市场已经嗅到,也许特朗普的计划或未能实现。4月8日,亚太股市在经历前一日的大跌后展开反弹。此前一日, <a target=\"_blank\" href=\"https://ttm.financial/S/HSI\">$恒生指数(HSI)$</a> <a target=\"_blank\" href=\"https://ttm.financial/FUT/HSImain\">$恒生指数主连 2504(HSImain)$</a> 4月7日跌13.2%,创历史上第三大当日跌幅。日韩股市表现强劲,日经225指数上涨6.03%,韩国股市开盘涨幅超过2%,收盘涨幅为0.26%。印度SENSEX30上涨1.98%,澳洲标普200上涨1.91%,新西兰标普50上涨0.98%。中国A股市场也表现强势,上证指数重回3100点,报收3145.55点,涨幅1.58%,深证成指上涨0.64%。<a target=\"_blank\" href=\"https://ttm.financial/S/HSI\">$恒生指数(HSI)$</a> 上涨1.63%, <a target=\"_blank\" href=\"https://ttm.financial/S/HSCEI\">$国企指数(HSCEI)$</a>","text":"据悉,特朗普上台以来,其大刀阔斧,甚至无视“国际规则”的强硬关税主张已经导致其内阁分裂:财政部部长至今不愿意背书(他也有超5亿美元的基金),暂未看到该部门关于关税的苛征细节,特朗普的铁杆支持者,德州参议院也反对关税主张,担心未来美股衰退,影响下一次的选举。曾经花巨资支持特朗普胜选的ELON MUSK也在近月的美股暴跌中损失1500亿美元以上,他也反对特朗普的关税主张,甚至主张0关税。一度市场认为特朗普期望美联储来救市的鲍威尔主席也并没有“纵容”特朗普直接出来“降息救市”。。1. 市场应该押注特朗普即将认输?到亚太全线反攻也许市场已经嗅到,也许特朗普的计划或未能实现。4月8日,亚太股市在经历前一日的大跌后展开反弹。此前一日, $恒生指数(HSI)$ $恒生指数主连 2504(HSImain)$ 4月7日跌13.2%,创历史上第三大当日跌幅。日韩股市表现强劲,日经225指数上涨6.03%,韩国股市开盘涨幅超过2%,收盘涨幅为0.26%。印度SENSEX30上涨1.98%,澳洲标普200上涨1.91%,新西兰标普50上涨0.98%。中国A股市场也表现强势,上证指数重回3100点,报收3145.55点,涨幅1.58%,深证成指上涨0.64%。$恒生指数(HSI)$ 上涨1.63%, $国企指数(HSCEI)$","images":[{"img":"https://static.tigerbbs.com/9f310f346b5ee9b6cb2e9d2351cca7ee"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422303689056440","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364879643250992,"gmtCreate":1730125488750,"gmtModify":1730125972632,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"title":"大选进入倒计时:华尔街全面押注“特朗普交易”","htmlText":"查看详情: <a href=\"https://www.itigerup.com/hans/marketing/election2?actionID=0daf205bc1fdd2f63e8c83b256de3a2f&skin=2&os=iOS&account_id=432874&utm_medium=tiger_community&platform=iOS&shareID=770880759a0352f40a537d42b27a84c0&invite=M2ZZP&lang=zh_CN\">大选进入倒计时:华尔街全面押注“特朗普交易”</a> 2024年美国总统选举预定于2024年11月5日星期二举行,胜者将从2025年1月开始入主白宫,担任一届为期四年的总统任期,选民还将投票选出国会议员,这将影响 2024 年以后的美国经济,是近期不确定性的主要来源。 此帖仅开放于中国大陆用户","listText":"查看详情: <a href=\"https://www.itigerup.com/hans/marketing/election2?actionID=0daf205bc1fdd2f63e8c83b256de3a2f&skin=2&os=iOS&account_id=432874&utm_medium=tiger_community&platform=iOS&shareID=770880759a0352f40a537d42b27a84c0&invite=M2ZZP&lang=zh_CN\">大选进入倒计时:华尔街全面押注“特朗普交易”</a> 2024年美国总统选举预定于2024年11月5日星期二举行,胜者将从2025年1月开始入主白宫,担任一届为期四年的总统任期,选民还将投票选出国会议员,这将影响 2024 年以后的美国经济,是近期不确定性的主要来源。 此帖仅开放于中国大陆用户","text":"查看详情: 大选进入倒计时:华尔街全面押注“特朗普交易” 2024年美国总统选举预定于2024年11月5日星期二举行,胜者将从2025年1月开始入主白宫,担任一届为期四年的总统任期,选民还将投票选出国会议员,这将影响 2024 年以后的美国经济,是近期不确定性的主要来源。 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href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$ </a> 身家112亿的Coinbase创始人刚刚娶了中国老婆 Angela Meng,她在北京和洛杉矶长大,工作有在香港《南华早报》和北京《路透社》担任记者,写过深度报道。","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$ </a> 身家112亿的Coinbase创始人刚刚娶了中国老婆 Angela Meng,她在北京和洛杉矶长大,工作有在香港《南华早报》和北京《路透社》担任记者,写过深度报道。","text":"$Coinbase Global, Inc.(COIN)$ 身家112亿的Coinbase创始人刚刚娶了中国老婆 Angela 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10:31","market":"sh","language":"zh","title":"中国银行大幅上涨 银行股普涨趋势明显","url":"https://stock-news.laohu8.com/highlight/detail?id=2474737279","media":"智选洞察","summary":"10月10日,中国银行股价大幅上涨,截至10点31分,中国银行上涨3.12%,报4.96元/股,成交9.09亿元,换手率0.09%。“四大行”中涨幅以农业银行的35.3%居首,其次是工商银行、中国银行和建设银行。某银行理财子人士表示,股市火爆,客户心理波动较大,银行理财中现金类产品被赎回较明显。主营业务及业绩中国银行公司主营业务为从事商业银行业务,主要包括公司业务、个人银行业务及资金业务,亦从事投资银行及保险业务。","content":"<html><body><article><p>10月10日,<a href=\"https://laohu8.com/S/601988\">中国银行</a>(601988)股价大幅上涨,截至10点31分,<a href=\"https://laohu8.com/S/03988\">中国银行</a>上涨3.12%,报4.96元/股,成交9.09亿元,<span>换手率</span>0.09%。</p><p>消息解读</p><p>2024年上半年,银行股走出独立行情,个股呈现普涨趋势,部分银行股市净率已经逼近1左右。涨幅居前多是城市商业银行。“四大行”中涨幅以<a href=\"https://laohu8.com/S/601288\">农业银行</a>的35.3%居首,其次是<a href=\"https://laohu8.com/S/601398\">工商银行</a>、中国银行和<a href=\"https://laohu8.com/S/601939\">建设银行</a>。</p><p>截至10月9日,据记者不完全统计,已有超20家银行宣布拟于10月12日发布存量房贷<span>利率</span>调整具体操作细则,并于10月31日前完成存量房贷利率批量调整工作。</p><p>10月8日全市场固收类(债基+银行理财)产品赎回规模约5000亿,赎回主要集中在昨日上午,下午有所减少。其中,全市场债基赎回约2000亿。某银行理财子人士表示,股市火爆,客户心理波动较大,银行理财中现金类产品被赎回较明显。来自多家机构消息显示,9日赎回规模有所下降,较多集中在固收+产品。随着权益市场波动降低及季末因素消失,部分债券<span>资产</span>在调整后已经初步具备配置价值。过去的一周,超预期政策落地以来,6个交易日,上证指数暴力<span>拉升</span>近千点,投资者坐不住了,资金正在从货基、债基以及银行理财向权益市场搬家。</p><p>机构分析</p><p><a href=\"https://laohu8.com/S/601688\">华泰证券</a>研究团队预测,本轮存量房贷利率下调,对银行息差负面影响约6个基点。招联首席研究员董希淼表示:“如果存量房贷利率下调50个基点,将导致银行净息差降低7个基点,<span>营业收入</span>下降3%,<span>净利润</span>减少6%。而且,如果<span>LPR</span>继续下降20个基点,存量和新增房贷利率还将进一步降低。”。</p><p>此外,数据统计显示,近半年内4家券商给予增持建议,9家券商给予买入建议。</p><p>资金动向</p><p>截止发稿,中国银行获得主力净流入1.19亿元,其中超大单流入1.47亿元,大单流出2810万元。数据显示,该股今日净流入较近5日净流入均值增加3.26亿元。</p><p>融资融券方面,中国银行10月08日获得融资净买入1.08亿元,当日该股融资余额为17.45亿元,当较前一日增加6.62%,实现2连增;该股融券余额为729万元,融券余量为147.13万股,比上日增加4.66%。</p><p>主营业务及业绩</p><p>中国银行公司主营业务为从事商业银行业务,主要包括公司业务、个人银行业务及资金业务,亦从事投资银行及保险业务。</p><p>最新财报显示,今年中报,中国银行实现营业收入3,170.76亿元,同比减少0.67%,净利润为1,186.01亿元,同比减少1.24%,<span>基本每股收益</span>为0.36元。</p><p>(以上内容为<a href=\"https://laohu8.com/S/00700\">腾讯</a>自选股基于公开消息,由程序或算法<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)</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 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中国银行大幅上涨 银行股普涨趋势明显\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-10 10:31 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241010103357a1df93ef&s=b><strong>智选洞察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月10日,中国银行(601988)股价大幅上涨,截至10点31分,中国银行上涨3.12%,报4.96元/股,成交9.09亿元,换手率0.09%。消息解读2024年上半年,银行股走出独立行情,个股呈现普涨趋势,部分银行股市净率已经逼近1左右。涨幅居前多是城市商业银行。“四大行”中涨幅以农业银行的35.3%居首,其次是工商银行、中国银行和建设银行。截至10月9日,据记者不完全统计,已有超20家银行...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241010103357a1df93ef&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241010103357a1df93ef&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2474737279","content_text":"10月10日,中国银行(601988)股价大幅上涨,截至10点31分,中国银行上涨3.12%,报4.96元/股,成交9.09亿元,换手率0.09%。消息解读2024年上半年,银行股走出独立行情,个股呈现普涨趋势,部分银行股市净率已经逼近1左右。涨幅居前多是城市商业银行。“四大行”中涨幅以农业银行的35.3%居首,其次是工商银行、中国银行和建设银行。截至10月9日,据记者不完全统计,已有超20家银行宣布拟于10月12日发布存量房贷利率调整具体操作细则,并于10月31日前完成存量房贷利率批量调整工作。10月8日全市场固收类(债基+银行理财)产品赎回规模约5000亿,赎回主要集中在昨日上午,下午有所减少。其中,全市场债基赎回约2000亿。某银行理财子人士表示,股市火爆,客户心理波动较大,银行理财中现金类产品被赎回较明显。来自多家机构消息显示,9日赎回规模有所下降,较多集中在固收+产品。随着权益市场波动降低及季末因素消失,部分债券资产在调整后已经初步具备配置价值。过去的一周,超预期政策落地以来,6个交易日,上证指数暴力拉升近千点,投资者坐不住了,资金正在从货基、债基以及银行理财向权益市场搬家。机构分析华泰证券研究团队预测,本轮存量房贷利率下调,对银行息差负面影响约6个基点。招联首席研究员董希淼表示:“如果存量房贷利率下调50个基点,将导致银行净息差降低7个基点,营业收入下降3%,净利润减少6%。而且,如果LPR继续下降20个基点,存量和新增房贷利率还将进一步降低。”。此外,数据统计显示,近半年内4家券商给予增持建议,9家券商给予买入建议。资金动向截止发稿,中国银行获得主力净流入1.19亿元,其中超大单流入1.47亿元,大单流出2810万元。数据显示,该股今日净流入较近5日净流入均值增加3.26亿元。融资融券方面,中国银行10月08日获得融资净买入1.08亿元,当日该股融资余额为17.45亿元,当较前一日增加6.62%,实现2连增;该股融券余额为729万元,融券余量为147.13万股,比上日增加4.66%。主营业务及业绩中国银行公司主营业务为从事商业银行业务,主要包括公司业务、个人银行业务及资金业务,亦从事投资银行及保险业务。最新财报显示,今年中报,中国银行实现营业收入3,170.76亿元,同比减少0.67%,净利润为1,186.01亿元,同比减少1.24%,基本每股收益为0.36元。(以上内容为腾讯自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)","news_type":1,"symbols_score_info":{"601988":1}},"isVote":1,"tweetType":1,"viewCount":1204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357608032714776,"gmtCreate":1728316113993,"gmtModify":1728316115811,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357608032714776","repostId":"1129798602","repostType":2,"repost":{"id":"1129798602","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1728307967,"share":"https://ttm.financial/m/news/1129798602?lang=&edition=full","pubTime":"2024-10-07 21:32","market":"us","language":"zh","title":"异动解读 | 马斯克公开支持特朗普引爆DOGE等币暴涨 但财政赤字担忧或抵消利好","url":"https://stock-news.laohu8.com/highlight/detail?id=1129798602","media":"异动解读","summary":"特朗普媒体科技集团(DJT)今日盘中大涨5.03%,引发市场广泛关注。据分析,这可能与特斯拉CEO马斯克近期在一场特朗普竞选活动上公开支持其角逐连任总统有关。\n\n消息指出,马斯克在周末的造势活动上现身,力挺特朗普胜选。他赞扬特朗普在7月遭枪击未遂事件后的坚韧表现,并嘲讽现任总统拜登。马斯克还呼吁支持者立即前往投票,强调这是保护宪法、言论自由的关键一战。\n\n马斯克的到场掀起了加密货币市场一阵狂潮,DOGE、DMAGA等与特朗普阵营相关的代币出现暴涨行情。消息还显示,特朗普的连任赔率已经超过对手哈里斯,成功领先。受此利好消息影响,特朗普相关产业链或获得资金青睐。","content":"<p>特朗普媒体科技集团(DJT)今日盘中大涨5.03%,引发市场广泛关注。据分析,这可能与特斯拉CEO马斯克近期在一场特朗普竞选活动上公开支持其角逐连任总统有关。</p>\n\n<p>消息指出,马斯克在周末的造势活动上现身,力挺特朗普胜选。他赞扬特朗普在7月遭枪击未遂事件后的坚韧表现,并嘲讽现任总统拜登。马斯克还呼吁支持者立即前往投票,强调这是保护宪法、言论自由的关键一战。</p>\n\n<p>马斯克的到场掀起了加密货币市场一阵狂潮,DOGE、DMAGA等与特朗普阵营相关的代币出现暴涨行情。消息还显示,特朗普的连任赔率已经超过对手哈里斯,成功领先。受此利好消息影响,特朗普相关产业链或获得资金青睐。</p>","source":"ai_movement_cn","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>异动解读 | 马斯克公开支持特朗普引爆DOGE等币暴涨 但财政赤字担忧或抵消利好</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动解读 | 马斯克公开支持特朗普引爆DOGE等币暴涨 但财政赤字担忧或抵消利好\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-10-07 21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>特朗普媒体科技集团(DJT)今日盘中大涨5.03%,引发市场广泛关注。据分析,这可能与特斯拉CEO马斯克近期在一场特朗普竞选活动上公开支持其角逐连任总统有关。</p>\n\n<p>消息指出,马斯克在周末的造势活动上现身,力挺特朗普胜选。他赞扬特朗普在7月遭枪击未遂事件后的坚韧表现,并嘲讽现任总统拜登。马斯克还呼吁支持者立即前往投票,强调这是保护宪法、言论自由的关键一战。</p>\n\n<p>马斯克的到场掀起了加密货币市场一阵狂潮,DOGE、DMAGA等与特朗普阵营相关的代币出现暴涨行情。消息还显示,特朗普的连任赔率已经超过对手哈里斯,成功领先。受此利好消息影响,特朗普相关产业链或获得资金青睐。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DJT":"特朗普媒体科技集团"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129798602","content_text":"特朗普媒体科技集团(DJT)今日盘中大涨5.03%,引发市场广泛关注。据分析,这可能与特斯拉CEO马斯克近期在一场特朗普竞选活动上公开支持其角逐连任总统有关。\n消息指出,马斯克在周末的造势活动上现身,力挺特朗普胜选。他赞扬特朗普在7月遭枪击未遂事件后的坚韧表现,并嘲讽现任总统拜登。马斯克还呼吁支持者立即前往投票,强调这是保护宪法、言论自由的关键一战。\n马斯克的到场掀起了加密货币市场一阵狂潮,DOGE、DMAGA等与特朗普阵营相关的代币出现暴涨行情。消息还显示,特朗普的连任赔率已经超过对手哈里斯,成功领先。受此利好消息影响,特朗普相关产业链或获得资金青睐。","news_type":1,"symbols_score_info":{"DJT":1}},"isVote":1,"tweetType":1,"viewCount":1291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357581257126152,"gmtCreate":1728309665557,"gmtModify":1728309667657,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357581257126152","repostId":"1113715460","repostType":2,"repost":{"id":"1113715460","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1728288455,"share":"https://ttm.financial/m/news/1113715460?lang=&edition=full","pubTime":"2024-10-07 16:07","market":"us","language":"en","title":"Chinese ADRs and ETFs Jump; YINN Rises Nearly 8%; Li Auto Jumps 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1113715460","media":"Tiger Newspress","summary":"Chinese ADRs and ETFs jumped in premarket trading. YINN rose 7.8%; Tiger rose 11%; Li Auto rose 5%; XPeng rose 3%; Alibaba rose 3%; Nio rose 2.2%; PDD Holdings rose 1%.The world-beating rally in Chine","content":"<html><head></head><body><p>Chinese ADRs and ETFs jumped in premarket trading. YINN rose 7.8%; Tiger rose 11%; Li Auto rose 5%; XPeng rose 3%; Alibaba rose 3%; Nio rose 2.2%; PDD Holdings rose 1%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ac456904d5529805b4f9bd374531ae76\" title=\"\" tg-width=\"596\" tg-height=\"445\"/></p><p style=\"text-align: start;\">The world-beating rally in Chinese stocks is failing to convince many global fund managers and strategists.</p><p>Invesco Ltd., JPMorgan Asset Management, HSBC Global Private Banking and Wealth, and Nomura Holdings Inc. are among those viewing the recent rebound with skepticism and waiting for Beijing to back up its stimulus pledges with real money. Some are also concerned many stocks are already reaching overvalued levels.</p><p style=\"text-align: start;\">Chinese shares have skyrocketed since late-September as a barrage of economic, financial and market-support measures reinvigorated investor confidence. The Hang Seng China Enterprises Index, which comprises Chinese stocks listed in Hong Kong, has jumped more than 35% over the past month, making it the best performer among more than 90 global equity gauges tracked by Bloomberg, while raising concern it may be too far, too fast.</p><p style=\"text-align: start;\">“In the short term, sentiment could overshoot but people will go back to fundamentals,” said Raymond Ma, Invesco’s chief investment officer for Hong Kong and Mainland China. “Because of this rally, some stocks have become really overvalued” and they lack a clear value proposition based on their likely earnings performance, he said.</p><p style=\"text-align: start;\">Stimulus announced by Beijing has included interest-rate cuts, freeing-up of cash at banks, billions of dollars of liquidity support for stocks, and a vow to end the long-term slide in property prices. The China National Development and Reform Commission will host a press conference Tuesday to discuss implementation of a package of incremental economic policies.</p><p>While there’s plenty of optimism that could underpin a sustainable equity rally, there have been a number of false dawns before, most recently a rally in February that completely unwound.</p><p style=\"text-align: start;\">Ma at Invesco, who was one of relatively few China bulls coming into this year, said he’s in no rush to add to his investments now.</p><p style=\"text-align: start;\">“There are a group of stocks whose share prices are up by 30% to 40% and almost at historical highs,” he said. “Whether in the next 12 months the fundamentals will be as good as before their peak, that’s more uncertain to me. That would be the category we would like to trim.”</p><p style=\"text-align: start;\">The surge in the past two weeks has seen Chinese equities reassert their influence over broader emerging-market gauges, and dented the performance of fund managers who had been running underweight positions in the biggest developing-nation economy. The durability of the rebound will not only matter for the year-end performance of index-tracking funds, but also have direct implications for nations that have trading and investment links with China.</p><p>JPMorgan Asset Management is just as cautious.</p><p>“Additional policy steps would be needed to boost economic activity and confidence,” said Tai Hui, Asia Pacific chief market strategist in Hong Kong. “The policies announced so far can help to smoothen out the de-leveraging process, but the balance-sheet repairing would still need to take place.”</p><p>Hui also pointed to global uncertainties that may crimp the nascent stock rally.</p><p>“With the U.S. elections only a month away, many investors would argue that the U.S. view of China as an economic and geopolitical rival is a bipartisan consensus,” he said. Moreover, “foreign investors may choose to wait for economic data to bottom out and for this new policy direct to solidify,’ he said.</p><p>Slowing Growth</p><p>HSBC Global Private Banking remains concerned the steps China has taken aren’t enough to reverse the nation’s slowing long-term growth outlook.</p><p>“More significant fiscal easing is still needed to sustain the recovery momentum and shore up growth to achieve the 5% 2024 GDP growth target,” said Cheuk Wan Fan, chief investment officer for Asia at the private bank in Hong Kong. “For now, we stay neutral on mainland China and Hong Kong equities based on our expectation of China’s GDP growth decelerating from 4.9% in 2024 to 4.5% in 2025.”</p><p>Goldman Positive</p><p>Some are predicting further gains.</p><p>Goldman Sachs Group Inc. has upgraded its call on Chinese stocks to overweight, and said indexes tracking the nation’s equities may rise another 15%-to-20% if authorities deliver on policy measures.</p><p>Beijing’s recent stimulus announcements “have led the market to believe that policy makers have become more concerned about taking sufficient action to curtail left-tail growth risk,” strategists including Tim Moe wrote in a note dated Oct. 5.</p><p>Bond ‘Challenges’</p><p>Some investors and strategists are also wary about what the stimulus blitz means for the nation’s bonds and currency.</p><p>China’s bonds have dropped since the stock rally started, ending at least temporarily a period in which yields set successive record lows as investors bought haven assets.</p><p>“There are still major challenges to be resolved, and it’s not an easy road,” said Lynn Song, chief economist for Greater China at ING Bank in Hong Kong. “We need to ensure that this policy blitz is effective in stabilizing the downward trajectory of the housing market and not just result in a rush of hot money to equities.”</p><p>Bonds may become a beneficiary if the stock market cools, Song said. “There’s certainly a risk we could revert back to the previous months’ environment if anything goes wrong in the next steps ahead.”</p><p style=\"text-align: start;\">Yuan traders will be watching out on Tuesday for the central bank’s daily reference rate, the level around which the currency is allowed to trade. The onshore yuan has strengthened more than 1% in the past month to approach the key level of 7 per dollar. A break of that barrier may trigger a further rally.</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>Chinese ADRs and ETFs Jump; YINN Rises Nearly 8%; Li Auto Jumps 5%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChinese ADRs and ETFs Jump; YINN Rises Nearly 8%; Li Auto Jumps 5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2024-10-07 16:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chinese ADRs and ETFs jumped in premarket trading. YINN rose 7.8%; Tiger rose 11%; Li Auto rose 5%; XPeng rose 3%; Alibaba rose 3%; Nio rose 2.2%; PDD Holdings rose 1%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ac456904d5529805b4f9bd374531ae76\" title=\"\" tg-width=\"596\" tg-height=\"445\"/></p><p style=\"text-align: start;\">The world-beating rally in Chinese stocks is failing to convince many global fund managers and strategists.</p><p>Invesco Ltd., JPMorgan Asset Management, HSBC Global Private Banking and Wealth, and Nomura Holdings Inc. are among those viewing the recent rebound with skepticism and waiting for Beijing to back up its stimulus pledges with real money. Some are also concerned many stocks are already reaching overvalued levels.</p><p style=\"text-align: start;\">Chinese shares have skyrocketed since late-September as a barrage of economic, financial and market-support measures reinvigorated investor confidence. The Hang Seng China Enterprises Index, which comprises Chinese stocks listed in Hong Kong, has jumped more than 35% over the past month, making it the best performer among more than 90 global equity gauges tracked by Bloomberg, while raising concern it may be too far, too fast.</p><p style=\"text-align: start;\">“In the short term, sentiment could overshoot but people will go back to fundamentals,” said Raymond Ma, Invesco’s chief investment officer for Hong Kong and Mainland China. “Because of this rally, some stocks have become really overvalued” and they lack a clear value proposition based on their likely earnings performance, he said.</p><p style=\"text-align: start;\">Stimulus announced by Beijing has included interest-rate cuts, freeing-up of cash at banks, billions of dollars of liquidity support for stocks, and a vow to end the long-term slide in property prices. The China National Development and Reform Commission will host a press conference Tuesday to discuss implementation of a package of incremental economic policies.</p><p>While there’s plenty of optimism that could underpin a sustainable equity rally, there have been a number of false dawns before, most recently a rally in February that completely unwound.</p><p style=\"text-align: start;\">Ma at Invesco, who was one of relatively few China bulls coming into this year, said he’s in no rush to add to his investments now.</p><p style=\"text-align: start;\">“There are a group of stocks whose share prices are up by 30% to 40% and almost at historical highs,” he said. “Whether in the next 12 months the fundamentals will be as good as before their peak, that’s more uncertain to me. That would be the category we would like to trim.”</p><p style=\"text-align: start;\">The surge in the past two weeks has seen Chinese equities reassert their influence over broader emerging-market gauges, and dented the performance of fund managers who had been running underweight positions in the biggest developing-nation economy. The durability of the rebound will not only matter for the year-end performance of index-tracking funds, but also have direct implications for nations that have trading and investment links with China.</p><p>JPMorgan Asset Management is just as cautious.</p><p>“Additional policy steps would be needed to boost economic activity and confidence,” said Tai Hui, Asia Pacific chief market strategist in Hong Kong. “The policies announced so far can help to smoothen out the de-leveraging process, but the balance-sheet repairing would still need to take place.”</p><p>Hui also pointed to global uncertainties that may crimp the nascent stock rally.</p><p>“With the U.S. elections only a month away, many investors would argue that the U.S. view of China as an economic and geopolitical rival is a bipartisan consensus,” he said. Moreover, “foreign investors may choose to wait for economic data to bottom out and for this new policy direct to solidify,’ he said.</p><p>Slowing Growth</p><p>HSBC Global Private Banking remains concerned the steps China has taken aren’t enough to reverse the nation’s slowing long-term growth outlook.</p><p>“More significant fiscal easing is still needed to sustain the recovery momentum and shore up growth to achieve the 5% 2024 GDP growth target,” said Cheuk Wan Fan, chief investment officer for Asia at the private bank in Hong Kong. “For now, we stay neutral on mainland China and Hong Kong equities based on our expectation of China’s GDP growth decelerating from 4.9% in 2024 to 4.5% in 2025.”</p><p>Goldman Positive</p><p>Some are predicting further gains.</p><p>Goldman Sachs Group Inc. has upgraded its call on Chinese stocks to overweight, and said indexes tracking the nation’s equities may rise another 15%-to-20% if authorities deliver on policy measures.</p><p>Beijing’s recent stimulus announcements “have led the market to believe that policy makers have become more concerned about taking sufficient action to curtail left-tail growth risk,” strategists including Tim Moe wrote in a note dated Oct. 5.</p><p>Bond ‘Challenges’</p><p>Some investors and strategists are also wary about what the stimulus blitz means for the nation’s bonds and currency.</p><p>China’s bonds have dropped since the stock rally started, ending at least temporarily a period in which yields set successive record lows as investors bought haven assets.</p><p>“There are still major challenges to be resolved, and it’s not an easy road,” said Lynn Song, chief economist for Greater China at ING Bank in Hong Kong. “We need to ensure that this policy blitz is effective in stabilizing the downward trajectory of the housing market and not just result in a rush of hot money to equities.”</p><p>Bonds may become a beneficiary if the stock market cools, Song said. “There’s certainly a risk we could revert back to the previous months’ environment if anything goes wrong in the next steps ahead.”</p><p style=\"text-align: start;\">Yuan traders will be watching out on Tuesday for the central bank’s daily reference rate, the level around which the currency is allowed to trade. The onshore yuan has strengthened more than 1% in the past month to approach the key level of 7 per dollar. A break of that barrier may trigger a further rally.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","BIDU":"百度","TIGR":"老虎证券","NTES":"网易","YINN":"三倍做多富时中国ETF-Direxion","JD":"京东","NIO":"蔚来","BABA":"阿里巴巴","DRAG":"中国龙ETF-Roundhill","TCOM":"携程网","XPEV":"小鹏汽车","BILI":"哔哩哔哩","PDD":"拼多多"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113715460","content_text":"Chinese ADRs and ETFs jumped in premarket trading. YINN rose 7.8%; Tiger rose 11%; Li Auto rose 5%; XPeng rose 3%; Alibaba rose 3%; Nio rose 2.2%; PDD Holdings rose 1%.The world-beating rally in Chinese stocks is failing to convince many global fund managers and strategists.Invesco Ltd., JPMorgan Asset Management, HSBC Global Private Banking and Wealth, and Nomura Holdings Inc. are among those viewing the recent rebound with skepticism and waiting for Beijing to back up its stimulus pledges with real money. Some are also concerned many stocks are already reaching overvalued levels.Chinese shares have skyrocketed since late-September as a barrage of economic, financial and market-support measures reinvigorated investor confidence. The Hang Seng China Enterprises Index, which comprises Chinese stocks listed in Hong Kong, has jumped more than 35% over the past month, making it the best performer among more than 90 global equity gauges tracked by Bloomberg, while raising concern it may be too far, too fast.“In the short term, sentiment could overshoot but people will go back to fundamentals,” said Raymond Ma, Invesco’s chief investment officer for Hong Kong and Mainland China. “Because of this rally, some stocks have become really overvalued” and they lack a clear value proposition based on their likely earnings performance, he said.Stimulus announced by Beijing has included interest-rate cuts, freeing-up of cash at banks, billions of dollars of liquidity support for stocks, and a vow to end the long-term slide in property prices. The China National Development and Reform Commission will host a press conference Tuesday to discuss implementation of a package of incremental economic policies.While there’s plenty of optimism that could underpin a sustainable equity rally, there have been a number of false dawns before, most recently a rally in February that completely unwound.Ma at Invesco, who was one of relatively few China bulls coming into this year, said he’s in no rush to add to his investments now.“There are a group of stocks whose share prices are up by 30% to 40% and almost at historical highs,” he said. “Whether in the next 12 months the fundamentals will be as good as before their peak, that’s more uncertain to me. That would be the category we would like to trim.”The surge in the past two weeks has seen Chinese equities reassert their influence over broader emerging-market gauges, and dented the performance of fund managers who had been running underweight positions in the biggest developing-nation economy. The durability of the rebound will not only matter for the year-end performance of index-tracking funds, but also have direct implications for nations that have trading and investment links with China.JPMorgan Asset Management is just as cautious.“Additional policy steps would be needed to boost economic activity and confidence,” said Tai Hui, Asia Pacific chief market strategist in Hong Kong. “The policies announced so far can help to smoothen out the de-leveraging process, but the balance-sheet repairing would still need to take place.”Hui also pointed to global uncertainties that may crimp the nascent stock rally.“With the U.S. elections only a month away, many investors would argue that the U.S. view of China as an economic and geopolitical rival is a bipartisan consensus,” he said. Moreover, “foreign investors may choose to wait for economic data to bottom out and for this new policy direct to solidify,’ he said.Slowing GrowthHSBC Global Private Banking remains concerned the steps China has taken aren’t enough to reverse the nation’s slowing long-term growth outlook.“More significant fiscal easing is still needed to sustain the recovery momentum and shore up growth to achieve the 5% 2024 GDP growth target,” said Cheuk Wan Fan, chief investment officer for Asia at the private bank in Hong Kong. “For now, we stay neutral on mainland China and Hong Kong equities based on our expectation of China’s GDP growth decelerating from 4.9% in 2024 to 4.5% in 2025.”Goldman PositiveSome are predicting further gains.Goldman Sachs Group Inc. has upgraded its call on Chinese stocks to overweight, and said indexes tracking the nation’s equities may rise another 15%-to-20% if authorities deliver on policy measures.Beijing’s recent stimulus announcements “have led the market to believe that policy makers have become more concerned about taking sufficient action to curtail left-tail growth risk,” strategists including Tim Moe wrote in a note dated Oct. 5.Bond ‘Challenges’Some investors and strategists are also wary about what the stimulus blitz means for the nation’s bonds and currency.China’s bonds have dropped since the stock rally started, ending at least temporarily a period in which yields set successive record lows as investors bought haven assets.“There are still major challenges to be resolved, and it’s not an easy road,” said Lynn Song, chief economist for Greater China at ING Bank in Hong Kong. “We need to ensure that this policy blitz is effective in stabilizing the downward trajectory of the housing market and not just result in a rush of hot money to equities.”Bonds may become a beneficiary if the stock market cools, Song said. “There’s certainly a risk we could revert back to the previous months’ environment if anything goes wrong in the next steps ahead.”Yuan traders will be watching out on Tuesday for the central bank’s daily reference rate, the level around which the currency is allowed to trade. The onshore yuan has strengthened more than 1% in the past month to approach the key level of 7 per dollar. A break of that barrier may trigger a further rally.","news_type":1,"symbols_score_info":{"BABA":1.1,"BIDU":1.1,"BILI":1.1,"DRAG":1.1,"JD":1.1,"LI":1.1,"NIO":1.1,"NTES":1.1,"PDD":1.1,"TCOM":1.1,"TIGR":1.1,"XPEV":1.1,"YINN":1.1}},"isVote":1,"tweetType":1,"viewCount":1165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356524138934440,"gmtCreate":1728051640407,"gmtModify":1728051642138,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356524138934440","repostId":"1141178338","repostType":2,"repost":{"id":"1141178338","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":1728035090,"share":"https://ttm.financial/m/news/1141178338?lang=&edition=full","pubTime":"2024-10-04 17:44","market":"us","language":"zh","title":"欧盟委员会向中国电动汽车征收反补贴税提议获通过","url":"https://stock-news.laohu8.com/highlight/detail?id=1141178338","media":"老虎资讯综合","summary":"当地时间10月4日,欧盟就是否对中国电动汽车征收为期五年的反补贴税举行投票。欧盟委员会发布的声明显示,投票中欧委会对中国进口纯电动汽车征收关税的提议获得了欧盟成员国的必要支持。声明说,欧盟和中国继续努力探索替代解决方案,该解决方案必须完全符合世贸组织规定、能够充分解决委员会调查所确定的损害性补贴、并且可监控和可执行。(央视新闻)","content":"<html><head></head><body><p>当地时间10月4日,欧盟就是否对中国电动汽车征收为期五年的反补贴税举行投票。欧盟委员会发布的声明显示,投票中欧委会对中国进口纯电动汽车征收关税的提议获得了欧盟成员国的必要支持。</p><p>声明说,欧盟和中国继续努力探索替代解决方案,该解决方案必须完全符合世贸组织规定、能够充分解决委员会调查所确定的损害性补贴、并且可监控和可执行。(央视新闻)</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>欧盟委员会向中国电动汽车征收反补贴税提议获通过</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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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欧盟委员会向中国电动汽车征收反补贴税提议获通过\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\">2024-10-04 17:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>当地时间10月4日,欧盟就是否对中国电动汽车征收为期五年的反补贴税举行投票。欧盟委员会发布的声明显示,投票中欧委会对中国进口纯电动汽车征收关税的提议获得了欧盟成员国的必要支持。</p><p>声明说,欧盟和中国继续努力探索替代解决方案,该解决方案必须完全符合世贸组织规定、能够充分解决委员会调查所确定的损害性补贴、并且可监控和可执行。(央视新闻)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/47b6fbfe38edb1202883a645549da7f6","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车","LI":"理想汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141178338","content_text":"当地时间10月4日,欧盟就是否对中国电动汽车征收为期五年的反补贴税举行投票。欧盟委员会发布的声明显示,投票中欧委会对中国进口纯电动汽车征收关税的提议获得了欧盟成员国的必要支持。声明说,欧盟和中国继续努力探索替代解决方案,该解决方案必须完全符合世贸组织规定、能够充分解决委员会调查所确定的损害性补贴、并且可监控和可执行。(央视新闻)","news_type":1,"symbols_score_info":{"LI":1.1,"NIO":1.1,"XPEV":1.1}},"isVote":1,"tweetType":1,"viewCount":1405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355876729889016,"gmtCreate":1727893434978,"gmtModify":1727893436742,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355876729889016","repostId":"2462073940","repostType":2,"repost":{"id":"2462073940","kind":"highlight","pubTimestamp":1724699131,"share":"https://ttm.financial/m/news/2462073940?lang=&edition=full","pubTime":"2024-08-27 03:05","market":"us","language":"en","title":"Beamr Imaging Ltd. (BMR): A Popular AI Penny Stock Under $5","url":"https://stock-news.laohu8.com/highlight/detail?id=2462073940","media":"Insider Monkey","summary":"We recently compiled a list of the 7 Most Popular AI Penny Stocks Under $5.In this article, we are going to take a look at where Beamr Imaging Ltd. stands against the other popular AI penny stocks under $5.This advancement of natural language processing in AI is a significant breakthrough. AI language models are integrated into the business world and beyond. Expert economists Joseph Briggs, and Devesh Kodnani report that the ability of AI tools to generate human-quality content is a huge milestone, bridging the communication gap between humans and machines. According to Goldman Sachs' investment advisors, these AI tools could be valued at $7 trillion in the next 10 years, contributing to a 7% increase in global GDP.PwC reported that the global AI market could contribute $15.7 trillion to the global economy by 2030, surpassing the combined output of Chi","content":"<html><body><p>We recently compiled a list of the <strong>7 Most <a href=\"https://laohu8.com/S/BPOPN\">Popular</a> AI Penny Stocks Under $5</strong>.<strong> </strong>In this article, we are going to take a look at where <a href=\"https://laohu8.com/S/BMR\">Beamr Imaging</a> Ltd. (NASDAQ:BMR) stands against the other popular AI penny stocks under $5.</p>\n<h2>An Analysis of AI Breakthroughs</h2>\n<p>Artificial intelligence has become increasingly important for businesses and industries to thrive in today's rapidly evolving economy. Grand View Research reported that the global AI market was valued at $196.63 billion in 2023 and is expected to grow at a compound annual growth rate of 36.6% from 2024 to 2030 and reach $1.81 trillion by the end of the forecast.</p>\n<p>Tech giants are driving AI adoption. Wall Street's favorite GPU maker experienced significant growth, with its market cap surpassing $3 trillion on the back of strong demand for GPUs. In March, the Blackwell platform was introduced which featured the GB200 super chip, further dominating the AI chip market. This chip can train AI models with over a trillion parameters, which is essential for developing advanced large language models (LLMs).</p>\n<p>This advancement of natural language processing in AI is a significant breakthrough. AI language models are integrated into the business world and beyond. Expert economists Joseph Briggs, and Devesh Kodnani report that the ability of AI tools to generate human-quality content is a huge milestone, bridging the communication gap between humans and machines. According to Goldman Sachs' investment advisors, these AI tools could be valued at $7 trillion in the next 10 years, contributing to a 7% increase in global GDP.</p>\n<p>A recent study from Stanford University found that businesses train AI models faster than academic institutions. In 2023, the industry-trained AI neared 51 significant machine learning models, while academia managed only 15. This trend persisted in 2024 despite rising training costs. ChatGPT 4, the latest model of ChatGPT, cost about $80 million to train. Google's Gemini Ultra cost around $191 million.</p>\n<p>OpenAI's approach to fostering collaborative partnerships instead of competing directly with tech giants makes it an exceptional model. <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a>'s Fred Havemeyer (lead software equity research analyst) praised GPT 4 for its \"emotional intelligence\". The growing demand for AI chips, exemplified by OpenAI's use of over 1.7 trillion parameters in its GPT 4 model, will further help NVIDIA and other AI chip manufacturers grow.</p>\n<p>On August 20, Bloomberg reported that OpenAI is releasing a feature that will allow businesses to use their company data to customize GPT 4 so that it can be trained on additional information for niche tasks. This is an example of letting companies fine-tune the AI model to act as a customer-service chatbot for their subject areas. According to DeepL CEO, Jarek Kutylowski, specialised AI models are essential for companies to grow vertically.</p>\n<p>PwC reported that the global AI market could contribute $15.7 trillion to the global economy by 2030, surpassing the combined output of China and India. It will also be responsible for a 26% boost in local GDPs. 45% of total GDP gains by this period will come from AI consumption. It will drive economic benefits through efficiency improvements for enhanced productivity, automated routine tasks, and higher-value work. Goldman Sachs reported that the average increase in productivity with the use of AI is 25%.</p>\n<p>Some big economic gains from AI in 2030 will come from China with a 26% boost to GDP, and North America with a 14.5% boost, accounting for almost 70% of the global economic impact. The impact of AI is evident when we see instances like half of CNBC Disruptor 50 companies incorporating AI into their core operations. 34 companies consider it critically important to their revenue, while 13 identify generative AI as a key sales driver.</p>\n<p>By 2025, 97 million people are expected to be employed in AI-related roles, many people have also lost their jobs to AI. Bloomberg reported that more than 130,000 employees have been laid off across over 400 companies this year. This number is still down by 40% compared to the layoffs of 2023. Companies find this is the only way to cut costs and are hence ramping up investments in AI.</p>\n<p>There are also concerns about AI leading to a safer space for scammers due to its ability to create convincing fake images and messages. Berkshire Hathaway Chairman and CEO Warren Buffet says that AI scamming will be the next big ‘growth industry’.</p>\n<p>Most analysts and experts are bullish on AI over the long term. According to Goldman Sachs analysts, many businesses plan on spending over $1 trillion on AI infrastructure in the upcoming years. In August, Nicole Peng, senior vice president of mobility at Canalys suggested that the AI industry could potentially be recession-proof. This is because AI advancements are not just ‘improvements’ on existing businesses, but rather fill an unavoidable consumer demand for increased efficiency and improved solutions for companies.</p>\n<p>The AI industry is booming and every industry and company has been disrupted since the launch of ChatGPT. Finding untapped AI stocks with huge growth potential is a challenge right now and this is where we come in. Let's now look at the best AI penny stocks to buy now according to hedge funds.</p>\n<p><em><strong>Our Methodology</strong></em></p>\n<p>To compile our list, we sifted through ETFs, online rankings, and <a href=\"https://laohu8.com/S/RDDT\">Reddit</a> threads to compile a list of 12 AI penny stocks. We then selected the 7 stocks that were the most popular among elite hedge funds and that analysts were bullish on. The stocks are ranked in ascending order of the number of hedge funds that have stakes in them, as of Q2 2024.</p>\n<p>Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (<strong>see more details here</strong>).</p>\n<img height=\"816\" src=\"https://s.yimg.com/uu/api/res/1.2/eJX7QslyyA6OlSNdV.J1RA--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/17eaccb0b39da795ecba76b1e5e186d4\" width=\"1456\"/> A large flat-screen TV streaming video from a video hosting platform. \n<h3>Beamr Imaging Ltd. (NASDAQ:<strong>BMR</strong>)</h3>\n<p><em><strong>Number of Hedge Fund Holders: 1</strong></em></p>\n<p>Beamr Imaging Ltd. (NASDAQ:BMR) is an Israel-based video technology and image science software company. It creates software that enhances video and image quality, without using a lot of data (50% reduction).</p>\n<p>The product portfolio includes software development kits, bitrate control libraries (amount of data transmitted per unit of time), and photo optimization tools. These solutions are used by businesses worldwide.</p>\n<p>In the first 6 months of 2024, revenues increased by 5% to $1 million, as compared to the same period in 2023. The increase was driven by signing new license agreements offset by those terminated. Beamr Imaging Ltd. (NASDAQ:BMR) estimates generating $3.50 million in revenue by the end of 2024, with 2.25% year-over-year growth.</p>\n<p>Q2 2024 featured many developments — Beamr Cloud video services integrated AI features, and an improved product pricing model for businesses was introduced through special plans, subscriptions, and prepaid packages.</p>\n<p>Video processes now focus on AI-integrated developments as much as storage and streaming challenges. Beamr Cloud’s AI services allow searching inside the video (like in text) and automate transcription generation in multiple languages. It accelerates delivery to customers in higher quality. Later this year, the company plans to release additional video AI enhancement features.</p>\n<p>In February, the company raised about $13.8 million by selling shares. Haggai Barel was recently appointed as COO to contribute to R&D, product, and marketing, and seeking new collaborations, such as those with AWS, OCI, and Nvidia. Beamr Imaging Ltd. (NASDAQ:BMR) is one of the most popular AI penny stocks to buy right now.</p>\n<p>Overall BMR <strong>ranks 7th</strong> on our list of the most popular AI penny stocks to buy under $5. While we acknowledge the potential of BMR as an investment, our conviction lies in the belief that some AI stocks hold great promise for delivering high returns and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than BMR but that trades at less than 5 times its earnings, check out our report about the <strong>cheapest AI stock</strong>.</p> \n<p><b>READ NEXT:</b> <b>$30 Trillion Opportunity: 15 Best Humanoid Robot Stocks to Buy According to Morgan Stanley</b><b> and </b><b>Jim Cramer Says NVIDIA ‘Has Become A Wasteland’</b><b>.</b></p> Disclosure: None. This article is originally published at \nInsider Monkey.</body></html>","source":"yahoofinance","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>Beamr Imaging Ltd. (BMR): A Popular AI Penny Stock Under $5</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBeamr Imaging Ltd. (BMR): A Popular AI Penny Stock Under $5\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-27 03:05 GMT+8 <a href=https://finance.yahoo.com/news/beamr-imaging-ltd-bmr-popular-190531743.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We recently compiled a list of the 7 Most Popular AI Penny Stocks Under $5. In this article, we are going to take a look at where Beamr Imaging Ltd. (NASDAQ:BMR) stands against the other popular AI ...</p>\n\n<a href=\"https://finance.yahoo.com/news/beamr-imaging-ltd-bmr-popular-190531743.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/G..4myk3Ks.eG8dOAxbDhw--~B/aD04MTY7dz0xNDU2O2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/insidermonkey.com/17eaccb0b39da795ecba76b1e5e186d4","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","LU0130518102.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"R\" INC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","BK4566":"资本集团","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","BK4538":"云计算","PSQ":"纳指反向ETF","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","SQQQ":"纳指三倍做空ETF","BK4550":"红杉资本持仓","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BPOP":"大众银行","BK4552":"Archegos爆仓风波概念","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC",".IXIC":"NASDAQ Composite","QLD":"纳指两倍做多ETF","TQQQ":"纳指三倍做多ETF","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","BMR":"Beamr Imaging","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","BK4532":"文艺复兴科技持仓","LU0106831901.USD":"贝莱德世界金融基金A2","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","QID":"纳指两倍做空ETF","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","BK4534":"瑞士信贷持仓","BK4127":"投资银行业与经纪业","BK4514":"搜索引擎"},"source_url":"https://finance.yahoo.com/news/beamr-imaging-ltd-bmr-popular-190531743.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2462073940","content_text":"We recently compiled a list of the 7 Most Popular AI Penny Stocks Under $5. In this article, we are going to take a look at where Beamr Imaging Ltd. (NASDAQ:BMR) stands against the other popular AI penny stocks under $5.\nAn Analysis of AI Breakthroughs\nArtificial intelligence has become increasingly important for businesses and industries to thrive in today's rapidly evolving economy. Grand View Research reported that the global AI market was valued at $196.63 billion in 2023 and is expected to grow at a compound annual growth rate of 36.6% from 2024 to 2030 and reach $1.81 trillion by the end of the forecast.\nTech giants are driving AI adoption. Wall Street's favorite GPU maker experienced significant growth, with its market cap surpassing $3 trillion on the back of strong demand for GPUs. In March, the Blackwell platform was introduced which featured the GB200 super chip, further dominating the AI chip market. This chip can train AI models with over a trillion parameters, which is essential for developing advanced large language models (LLMs).\nThis advancement of natural language processing in AI is a significant breakthrough. AI language models are integrated into the business world and beyond. Expert economists Joseph Briggs, and Devesh Kodnani report that the ability of AI tools to generate human-quality content is a huge milestone, bridging the communication gap between humans and machines. According to Goldman Sachs' investment advisors, these AI tools could be valued at $7 trillion in the next 10 years, contributing to a 7% increase in global GDP.\nA recent study from Stanford University found that businesses train AI models faster than academic institutions. In 2023, the industry-trained AI neared 51 significant machine learning models, while academia managed only 15. This trend persisted in 2024 despite rising training costs. ChatGPT 4, the latest model of ChatGPT, cost about $80 million to train. Google's Gemini Ultra cost around $191 million.\nOpenAI's approach to fostering collaborative partnerships instead of competing directly with tech giants makes it an exceptional model. Macquarie's Fred Havemeyer (lead software equity research analyst) praised GPT 4 for its \"emotional intelligence\". The growing demand for AI chips, exemplified by OpenAI's use of over 1.7 trillion parameters in its GPT 4 model, will further help NVIDIA and other AI chip manufacturers grow.\nOn August 20, Bloomberg reported that OpenAI is releasing a feature that will allow businesses to use their company data to customize GPT 4 so that it can be trained on additional information for niche tasks. This is an example of letting companies fine-tune the AI model to act as a customer-service chatbot for their subject areas. According to DeepL CEO, Jarek Kutylowski, specialised AI models are essential for companies to grow vertically.\nPwC reported that the global AI market could contribute $15.7 trillion to the global economy by 2030, surpassing the combined output of China and India. It will also be responsible for a 26% boost in local GDPs. 45% of total GDP gains by this period will come from AI consumption. It will drive economic benefits through efficiency improvements for enhanced productivity, automated routine tasks, and higher-value work. Goldman Sachs reported that the average increase in productivity with the use of AI is 25%.\nSome big economic gains from AI in 2030 will come from China with a 26% boost to GDP, and North America with a 14.5% boost, accounting for almost 70% of the global economic impact. The impact of AI is evident when we see instances like half of CNBC Disruptor 50 companies incorporating AI into their core operations. 34 companies consider it critically important to their revenue, while 13 identify generative AI as a key sales driver.\nBy 2025, 97 million people are expected to be employed in AI-related roles, many people have also lost their jobs to AI. Bloomberg reported that more than 130,000 employees have been laid off across over 400 companies this year. This number is still down by 40% compared to the layoffs of 2023. Companies find this is the only way to cut costs and are hence ramping up investments in AI.\nThere are also concerns about AI leading to a safer space for scammers due to its ability to create convincing fake images and messages. Berkshire Hathaway Chairman and CEO Warren Buffet says that AI scamming will be the next big ‘growth industry’.\nMost analysts and experts are bullish on AI over the long term. According to Goldman Sachs analysts, many businesses plan on spending over $1 trillion on AI infrastructure in the upcoming years. In August, Nicole Peng, senior vice president of mobility at Canalys suggested that the AI industry could potentially be recession-proof. This is because AI advancements are not just ‘improvements’ on existing businesses, but rather fill an unavoidable consumer demand for increased efficiency and improved solutions for companies.\nThe AI industry is booming and every industry and company has been disrupted since the launch of ChatGPT. Finding untapped AI stocks with huge growth potential is a challenge right now and this is where we come in. Let's now look at the best AI penny stocks to buy now according to hedge funds.\nOur Methodology\nTo compile our list, we sifted through ETFs, online rankings, and Reddit threads to compile a list of 12 AI penny stocks. We then selected the 7 stocks that were the most popular among elite hedge funds and that analysts were bullish on. The stocks are ranked in ascending order of the number of hedge funds that have stakes in them, as of Q2 2024.\nWhy are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).\n A large flat-screen TV streaming video from a video hosting platform. \nBeamr Imaging Ltd. (NASDAQ:BMR)\nNumber of Hedge Fund Holders: 1\nBeamr Imaging Ltd. (NASDAQ:BMR) is an Israel-based video technology and image science software company. It creates software that enhances video and image quality, without using a lot of data (50% reduction).\nThe product portfolio includes software development kits, bitrate control libraries (amount of data transmitted per unit of time), and photo optimization tools. These solutions are used by businesses worldwide.\nIn the first 6 months of 2024, revenues increased by 5% to $1 million, as compared to the same period in 2023. The increase was driven by signing new license agreements offset by those terminated. Beamr Imaging Ltd. (NASDAQ:BMR) estimates generating $3.50 million in revenue by the end of 2024, with 2.25% year-over-year growth.\nQ2 2024 featured many developments — Beamr Cloud video services integrated AI features, and an improved product pricing model for businesses was introduced through special plans, subscriptions, and prepaid packages.\nVideo processes now focus on AI-integrated developments as much as storage and streaming challenges. Beamr Cloud’s AI services allow searching inside the video (like in text) and automate transcription generation in multiple languages. It accelerates delivery to customers in higher quality. Later this year, the company plans to release additional video AI enhancement features.\nIn February, the company raised about $13.8 million by selling shares. Haggai Barel was recently appointed as COO to contribute to R&D, product, and marketing, and seeking new collaborations, such as those with AWS, OCI, and Nvidia. Beamr Imaging Ltd. (NASDAQ:BMR) is one of the most popular AI penny stocks to buy right now.\nOverall BMR ranks 7th on our list of the most popular AI penny stocks to buy under $5. While we acknowledge the potential of BMR as an investment, our conviction lies in the belief that some AI stocks hold great promise for delivering high returns and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than BMR but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. \nREAD NEXT: $30 Trillion Opportunity: 15 Best Humanoid Robot Stocks to Buy According to Morgan Stanley and Jim Cramer Says NVIDIA ‘Has Become A Wasteland’. Disclosure: None. This article is originally published at \nInsider 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22:55","market":"us","language":"zh","title":"声网狂飙领涨中概,正式发布aPaaS产品“灵动会议”","url":"https://stock-news.laohu8.com/highlight/detail?id=1148315191","media":"智通财经网","summary":"主要针对客户会议、协作和调度需求。","content":"<html><head></head><body><p>周三,声网股价飙升,开盘狂飙120%。消息面上,此前声网正式发布aPaaS产品“灵动会议”,该产品通过RTE技术和生成式AI能力打造,为客户提供低代码视频会议平台,并且采用了多云、多平台设计,提供SFU+MCU混合架构部署能力,支持灵活部署和扩展,主要针对客户会议、协作和调度需求。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85d6cf80088f6a1c37ab1d564fc1ccf0\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","source":"stock_zhitongcaijing","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>声网狂飙领涨中概,正式发布aPaaS产品“灵动会议”</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ac79fea1fc9f6a5cd041e80fc38f3c2c","relate_stocks":{},"source_url":"https://www.zhitongcaijing.com/content/detail/1189826.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148315191","content_text":"周三,声网股价飙升,开盘狂飙120%。消息面上,此前声网正式发布aPaaS产品“灵动会议”,该产品通过RTE技术和生成式AI能力打造,为客户提供低代码视频会议平台,并且采用了多云、多平台设计,提供SFU+MCU混合架构部署能力,支持灵活部署和扩展,主要针对客户会议、协作和调度需求。","news_type":1,"symbols_score_info":{"API":1.1}},"isVote":1,"tweetType":1,"viewCount":799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355897802678288,"gmtCreate":1727891085268,"gmtModify":1727891087173,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355897802678288","repostId":"350742199476552","repostType":1,"repost":{"id":350742199476552,"gmtCreate":1726672152658,"gmtModify":1726672604325,"author":{"id":"3520120256277227","authorId":"3520120256277227","name":"雷递","avatar":"https://static.tigerbbs.com/c1d76d196de1b078825d97644631d0f1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520120256277227","authorIdStr":"3520120256277227"},"themes":[],"title":"京东接盘沃尔玛所持达达股权:持股增至63% 朱晓静退出达达董事会","htmlText":"雷递网 乐天 9月18日 达达集团(股票代码:“DADA”)日前宣布,京东集团通过其全资子公司从沃尔玛集团全资拥有的公司Global Pinnacle Corporation手中收购了达达总计87,481,280股普通股和 1,875,000股美国存托凭证。 此次交易完成后,京东集团收购了沃尔玛持有的达达全部股份,并实际持有达达已发行普通股总数的约63.2%。 此外,沃尔玛中国总裁兼首席执行官朱晓静女士已辞去达达董事会董事职务,该辞任立即生效。 达达称,交易完成后,预计将继续与沃尔玛开展互利的业务合作。此外,作为公司最大股东,京东的进一步投资,表明公司在京东更广泛的生态系统中发挥着独特的作用,也体现了京东对公司长期增长和发展的信心。 近期,沃尔玛还清仓了所持京东股权,套现36亿美元。 京东与达达已经持续合作了多年。2021年2月,京东集团以8亿美元认购达达集团新发行的普通股,交易完成后,包含其现持有股份,京东持有达达集团的51%股份。2022年初,京东集团斥资5.46 亿美元现金及部分战略资源增持达达,持股增至52%。 2022年8月,达达创始人蒯佳祺荣休并辞任首席执行官和公司董事会主席,原达达集团副总裁何辉剑升任达达集团总裁,全面主持公司日常工作。时任京东零售CEO辛利军担任达达集团董事会主席。 2023年12月,达达出现大幅动荡。辛利军辞去公司董事局主席兼董事会成员的职务。京东集团CFO单苏接替辛利军出任达达集团董事会主席和提名委员会成员。达达还宣布,公司CFO陈兆明因个人原因辞去CFO职务,达达任命Henry Jun Mao接任CFO职务。 2024年初,达达宣布其在常规内部审计过程中发现了一些存疑的行为,这些行为可能引起对达达2023年前三季度某些在线营销服务收入及经营支持成本的质疑。同年3月,达达公布内部审计结果,称独立审查没有发现任何直接证据表明管理层人员包括总","listText":"雷递网 乐天 9月18日 达达集团(股票代码:“DADA”)日前宣布,京东集团通过其全资子公司从沃尔玛集团全资拥有的公司Global Pinnacle Corporation手中收购了达达总计87,481,280股普通股和 1,875,000股美国存托凭证。 此次交易完成后,京东集团收购了沃尔玛持有的达达全部股份,并实际持有达达已发行普通股总数的约63.2%。 此外,沃尔玛中国总裁兼首席执行官朱晓静女士已辞去达达董事会董事职务,该辞任立即生效。 达达称,交易完成后,预计将继续与沃尔玛开展互利的业务合作。此外,作为公司最大股东,京东的进一步投资,表明公司在京东更广泛的生态系统中发挥着独特的作用,也体现了京东对公司长期增长和发展的信心。 近期,沃尔玛还清仓了所持京东股权,套现36亿美元。 京东与达达已经持续合作了多年。2021年2月,京东集团以8亿美元认购达达集团新发行的普通股,交易完成后,包含其现持有股份,京东持有达达集团的51%股份。2022年初,京东集团斥资5.46 亿美元现金及部分战略资源增持达达,持股增至52%。 2022年8月,达达创始人蒯佳祺荣休并辞任首席执行官和公司董事会主席,原达达集团副总裁何辉剑升任达达集团总裁,全面主持公司日常工作。时任京东零售CEO辛利军担任达达集团董事会主席。 2023年12月,达达出现大幅动荡。辛利军辞去公司董事局主席兼董事会成员的职务。京东集团CFO单苏接替辛利军出任达达集团董事会主席和提名委员会成员。达达还宣布,公司CFO陈兆明因个人原因辞去CFO职务,达达任命Henry Jun Mao接任CFO职务。 2024年初,达达宣布其在常规内部审计过程中发现了一些存疑的行为,这些行为可能引起对达达2023年前三季度某些在线营销服务收入及经营支持成本的质疑。同年3月,达达公布内部审计结果,称独立审查没有发现任何直接证据表明管理层人员包括总","text":"雷递网 乐天 9月18日 达达集团(股票代码:“DADA”)日前宣布,京东集团通过其全资子公司从沃尔玛集团全资拥有的公司Global Pinnacle Corporation手中收购了达达总计87,481,280股普通股和 1,875,000股美国存托凭证。 此次交易完成后,京东集团收购了沃尔玛持有的达达全部股份,并实际持有达达已发行普通股总数的约63.2%。 此外,沃尔玛中国总裁兼首席执行官朱晓静女士已辞去达达董事会董事职务,该辞任立即生效。 达达称,交易完成后,预计将继续与沃尔玛开展互利的业务合作。此外,作为公司最大股东,京东的进一步投资,表明公司在京东更广泛的生态系统中发挥着独特的作用,也体现了京东对公司长期增长和发展的信心。 近期,沃尔玛还清仓了所持京东股权,套现36亿美元。 京东与达达已经持续合作了多年。2021年2月,京东集团以8亿美元认购达达集团新发行的普通股,交易完成后,包含其现持有股份,京东持有达达集团的51%股份。2022年初,京东集团斥资5.46 亿美元现金及部分战略资源增持达达,持股增至52%。 2022年8月,达达创始人蒯佳祺荣休并辞任首席执行官和公司董事会主席,原达达集团副总裁何辉剑升任达达集团总裁,全面主持公司日常工作。时任京东零售CEO辛利军担任达达集团董事会主席。 2023年12月,达达出现大幅动荡。辛利军辞去公司董事局主席兼董事会成员的职务。京东集团CFO单苏接替辛利军出任达达集团董事会主席和提名委员会成员。达达还宣布,公司CFO陈兆明因个人原因辞去CFO职务,达达任命Henry Jun Mao接任CFO职务。 2024年初,达达宣布其在常规内部审计过程中发现了一些存疑的行为,这些行为可能引起对达达2023年前三季度某些在线营销服务收入及经营支持成本的质疑。同年3月,达达公布内部审计结果,称独立审查没有发现任何直接证据表明管理层人员包括总","images":[{"img":"https://static.tigerbbs.com/ce81a750981ee0335d37cd91f0952ef3","width":"1080","height":"598"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350742199476552","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":276058105217328,"gmtCreate":1708427218740,"gmtModify":1708427220007,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/276058105217328","repostId":"275966239002832","repostType":1,"repost":{"id":275966239002832,"gmtCreate":1708413626196,"gmtModify":1708413967091,"author":{"id":"3485412566024212","authorId":"3485412566024212","name":"柏铭科技","avatar":"https://static.laohu8.com/399143353ab47f38d4029a36249042b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3485412566024212","authorIdStr":"3485412566024212"},"themes":[],"title":"美国在芯片制造方面即将被中国超越,难怪掏500亿补贴美芯","htmlText":"2023年的数据显示美国唯一的芯片代工企业格芯与联电的差距较大,与紧随其后的中国大陆芯片企业中芯国际的差距也在缩小,即将跌至第五名,难怪美国慌了,大举补贴美国的芯片制造,试图稳住阵脚。 分析机构芯思想研究院给出2023年全球前十大芯片代工厂的数据显示,格芯位居全球芯片代工市场第四名,与第五名的中芯国际的市场份额分别为6.58%、6.03%,两者的差距只有0.55个百分点,并且差距还在缩短。 至于美国芯片制造龙头Intel则又跌出了芯片代工市场,Intel曾进入芯片代工市场第九名,如今却又被挤出,而中国大陆的芯片代工企业晶合集成则再次进入芯片代工TOP10。 如此一来,中国大陆又有中芯国际、上海华虹和晶合集成三大芯片代工企业位居全球芯片代工TOP10,凸显出中国大陆在芯片制造行业的强势,依托于中国大陆庞大的芯片市场,中国大陆的芯片制造可望进一步增强实力。 芯片制造曾不受美国芯片行业重视,它们曾认为将芯片制造交给亚洲的芯片代工企业是一个不错的做法,可以提升美国芯片行业的利润,而美国则掌握住芯片行业利润最丰厚的部分,然而随着芯片市场格局的变化,美国芯片行业正重新认识到芯片制造的重要性。 美国芯片的代工企业主要是台积电,然而数年前中国一家芯片企业通过与台积电合作,在芯片技术水平方面追上了美国芯片,让美国芯片行业深感压力,于是美国迫使台积电暂停为这家中国芯片企业代工。 美国还促使台积电和三星前往美国设厂,借此增强美国的芯片制造能力,然而由于美国在芯片补贴方面的分配倾向于美国本土的Intel和格芯,而且美国的芯片制造成本市值太高了--跟随台积电赴美设厂的产业链企业表示美国制造芯片的成本高出三倍,这就导致台积电和三星放缓了美国工厂的量产进程。 美国认识到最终还是得靠美国本土的Intel和格芯,由此给这两家企业的芯片补贴高达数百亿美元,其中格芯得到的芯片补贴达到近20亿美元,Intel得到","listText":"2023年的数据显示美国唯一的芯片代工企业格芯与联电的差距较大,与紧随其后的中国大陆芯片企业中芯国际的差距也在缩小,即将跌至第五名,难怪美国慌了,大举补贴美国的芯片制造,试图稳住阵脚。 分析机构芯思想研究院给出2023年全球前十大芯片代工厂的数据显示,格芯位居全球芯片代工市场第四名,与第五名的中芯国际的市场份额分别为6.58%、6.03%,两者的差距只有0.55个百分点,并且差距还在缩短。 至于美国芯片制造龙头Intel则又跌出了芯片代工市场,Intel曾进入芯片代工市场第九名,如今却又被挤出,而中国大陆的芯片代工企业晶合集成则再次进入芯片代工TOP10。 如此一来,中国大陆又有中芯国际、上海华虹和晶合集成三大芯片代工企业位居全球芯片代工TOP10,凸显出中国大陆在芯片制造行业的强势,依托于中国大陆庞大的芯片市场,中国大陆的芯片制造可望进一步增强实力。 芯片制造曾不受美国芯片行业重视,它们曾认为将芯片制造交给亚洲的芯片代工企业是一个不错的做法,可以提升美国芯片行业的利润,而美国则掌握住芯片行业利润最丰厚的部分,然而随着芯片市场格局的变化,美国芯片行业正重新认识到芯片制造的重要性。 美国芯片的代工企业主要是台积电,然而数年前中国一家芯片企业通过与台积电合作,在芯片技术水平方面追上了美国芯片,让美国芯片行业深感压力,于是美国迫使台积电暂停为这家中国芯片企业代工。 美国还促使台积电和三星前往美国设厂,借此增强美国的芯片制造能力,然而由于美国在芯片补贴方面的分配倾向于美国本土的Intel和格芯,而且美国的芯片制造成本市值太高了--跟随台积电赴美设厂的产业链企业表示美国制造芯片的成本高出三倍,这就导致台积电和三星放缓了美国工厂的量产进程。 美国认识到最终还是得靠美国本土的Intel和格芯,由此给这两家企业的芯片补贴高达数百亿美元,其中格芯得到的芯片补贴达到近20亿美元,Intel得到","text":"2023年的数据显示美国唯一的芯片代工企业格芯与联电的差距较大,与紧随其后的中国大陆芯片企业中芯国际的差距也在缩小,即将跌至第五名,难怪美国慌了,大举补贴美国的芯片制造,试图稳住阵脚。 分析机构芯思想研究院给出2023年全球前十大芯片代工厂的数据显示,格芯位居全球芯片代工市场第四名,与第五名的中芯国际的市场份额分别为6.58%、6.03%,两者的差距只有0.55个百分点,并且差距还在缩短。 至于美国芯片制造龙头Intel则又跌出了芯片代工市场,Intel曾进入芯片代工市场第九名,如今却又被挤出,而中国大陆的芯片代工企业晶合集成则再次进入芯片代工TOP10。 如此一来,中国大陆又有中芯国际、上海华虹和晶合集成三大芯片代工企业位居全球芯片代工TOP10,凸显出中国大陆在芯片制造行业的强势,依托于中国大陆庞大的芯片市场,中国大陆的芯片制造可望进一步增强实力。 芯片制造曾不受美国芯片行业重视,它们曾认为将芯片制造交给亚洲的芯片代工企业是一个不错的做法,可以提升美国芯片行业的利润,而美国则掌握住芯片行业利润最丰厚的部分,然而随着芯片市场格局的变化,美国芯片行业正重新认识到芯片制造的重要性。 美国芯片的代工企业主要是台积电,然而数年前中国一家芯片企业通过与台积电合作,在芯片技术水平方面追上了美国芯片,让美国芯片行业深感压力,于是美国迫使台积电暂停为这家中国芯片企业代工。 美国还促使台积电和三星前往美国设厂,借此增强美国的芯片制造能力,然而由于美国在芯片补贴方面的分配倾向于美国本土的Intel和格芯,而且美国的芯片制造成本市值太高了--跟随台积电赴美设厂的产业链企业表示美国制造芯片的成本高出三倍,这就导致台积电和三星放缓了美国工厂的量产进程。 美国认识到最终还是得靠美国本土的Intel和格芯,由此给这两家企业的芯片补贴高达数百亿美元,其中格芯得到的芯片补贴达到近20亿美元,Intel得到","images":[{"img":"https://static.tigerbbs.com/e1e2eeb60be28525bc9d858e17617b43","width":"1280","height":"838"},{"img":"https://static.tigerbbs.com/5fa9f3db3b211913afeaf9dbac9bfe9c","width":"1280","height":"854"},{"img":"https://static.tigerbbs.com/92df1f7192d0ce07f2a6c4744600fcc6","width":"1280","height":"854"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/275966239002832","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":273970496717032,"gmtCreate":1707925095321,"gmtModify":1707925096958,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/273970496717032","repostId":"2411805617","repostType":4,"isVote":1,"tweetType":1,"viewCount":1356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":273428365004984,"gmtCreate":1707759456106,"gmtModify":1707759457419,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/273428365004984","repostId":"2410899861","repostType":2,"isVote":1,"tweetType":1,"viewCount":1516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":271806994964592,"gmtCreate":1707410888797,"gmtModify":1707410889998,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/271806994964592","repostId":"2409403557","repostType":2,"repost":{"id":"2409403557","kind":"highlight","pubTimestamp":1707222832,"share":"https://ttm.financial/m/news/2409403557?lang=&edition=full","pubTime":"2024-02-06 20:33","market":"us","language":"en","title":"Is United Airlines Holdings, Inc. (NASDAQ:UAL) A High Quality Stock To Own?","url":"https://stock-news.laohu8.com/highlight/detail?id=2409403557","media":"Simply Wall St.","summary":"Many investors are still learning about the various metrics that can be useful when analysing a stock. This article is...","content":"<html><body><div><p> Many investors are still learning about the various metrics that can be useful when analysing a stock. This article is for those who would like to learn about Return On Equity (ROE). We'll use ROE to examine United Airlines Holdings, Inc. (NASDAQ:UAL), by way of a worked example. </p><p> Return on equity or ROE is a key measure used to assess how efficiently a company's management is utilizing the company's capital. In simpler terms, it measures the profitability of a company in relation to shareholder's equity. </p><p><span> Check out our latest analysis for United Airlines Holdings </span></p><h2> How To Calculate Return On Equity? </h2><p> <strong>Return on equity can be calculated by using the formula:</strong> </p><p> Return on Equity = Net Profit (from continuing operations) ÷ Shareholders' Equity </p><p>So, based on the above formula, the ROE for United Airlines Holdings is:</p><p>28% = US$2.6b ÷ US$9.3b (Based on the trailing twelve months to December 2023).</p><p> The 'return' is the income the business earned over the last year. Another way to think of that is that for every $1 worth of equity, the company was able to earn $0.28 in profit. </p> <h2> Does United Airlines Holdings Have A Good Return On Equity? </h2><p> By comparing a company's ROE with its industry average, we can get a quick measure of how good it is. Importantly, this is far from a perfect measure, because companies differ significantly within the same industry classification. Pleasingly, United Airlines Holdings has a superior ROE than the average (13%) in the Airlines industry. </p><figure><img height=\"316\" loading=\"lazy\" src=\"https://images.simplywall.st/asset/chart/309845-roe-1-dark/1707222831164\" width=\"333\"/><figcaption>NasdaqGS:UAL Return on Equity February 6th 2024</figcaption></figure><p> That's what we like to see. However, bear in mind that a high ROE doesn’t necessarily indicate efficient profit generation. A higher proportion of debt in a company's capital structure may also result in a high ROE, where the high debt levels could be a huge risk . You can see the 2 risks we have identified for United Airlines Holdings by visiting our <b>risks dashboard</b> for free on our platform here. </p><h2> The Importance Of Debt To Return On Equity </h2><p> Virtually all companies need money to invest in the business, to grow profits. The cash for investment can come from prior year profits (retained earnings), issuing new shares, or borrowing. In the first and second cases, the ROE will reflect this use of cash for investment in the business. In the latter case, the debt used for growth will improve returns, but won't affect the total equity. That will make the ROE look better than if no debt was used. </p><h2> Combining United Airlines Holdings' Debt And Its 28% Return On Equity </h2><p> We think United Airlines Holdings uses a significant amount of debt to maximize its returns, as it has a significantly higher debt to equity ratio of 3.37. So although the company has an impressive ROE, the company might not have been able to achieve this without the significant use of debt. </p> <h2> Summary </h2> <p> Return on equity is a useful indicator of the ability of a business to generate profits and return them to shareholders. Companies that can achieve high returns on equity without too much debt are generally of good quality. If two companies have the same ROE, then I would generally prefer the one with less debt. </p><p> But when a business is high quality, the market often bids it up to a price that reflects this. Profit growth rates, versus the expectations reflected in the price of the stock, are a particularly important to consider. So I think it may be worth checking this <strong>free</strong> report on analyst forecasts for the company. </p><p> But note: <strong>United Airlines Holdings may not be the best stock to buy</strong>. So take a peek at this <strong>free</strong> list of interesting companies with high ROE and low debt. </p><div><h3>Valuation is complex, but we're helping make it simple.</h3><p>Find out whether United Airlines Holdings is potentially over or undervalued by checking out our comprehensive analysis, which includes <strong>fair value estimates, risks and warnings, dividends, insider transactions and financial health.</strong></p>View the Free Analysis</div><p><strong>Have feedback on this article? Concerned about the content?</strong> <strong>Get in touch</strong><strong> with us directly.</strong><i> Alternatively, email editorial-team (at) simplywallst.com.</i><i>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</i></p></div></body></html>","source":"simplywall_highlight","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>Is United Airlines Holdings, Inc. (NASDAQ:UAL) A High Quality Stock To Own?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs United Airlines Holdings, Inc. (NASDAQ:UAL) A High Quality Stock To Own?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-06 20:33 GMT+8 <a href=https://simplywall.st/stocks/us/transportation/nasdaq-ual/united-airlines-holdings/news/is-united-airlines-holdings-inc-nasdaqual-a-high-quality-sto><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Many investors are still learning about the various metrics that can be useful when analysing a stock. This article is for those who would like to learn about Return On Equity (ROE). We'll use ROE to...</p>\n\n<a href=\"https://simplywall.st/stocks/us/transportation/nasdaq-ual/united-airlines-holdings/news/is-united-airlines-holdings-inc-nasdaqual-a-high-quality-sto\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.simplywall.st/asset/industry/3221000-choice2-main-header/1585186666788","relate_stocks":{"LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","BK4008":"航空公司","NDAQ":"纳斯达克OMX交易所","QID":"纳指两倍做空ETF","LU2210149790.SGD":"Natixis Thematics Subscription Economy R/A SGD-H","BK4112":"金融交易所和数据",".IXIC":"NASDAQ Composite","QQQ":"纳指100ETF","PSQ":"纳指反向ETF","TQQQ":"纳指三倍做多ETF","BK4500":"航空公司","BK4585":"ETF&股票定投概念","QLD":"纳指两倍做多ETF","SQQQ":"纳指三倍做空ETF","ROE":"ASTORIA US QUALITY KINGS ETF","UAL":"联合大陆航空","BK4588":"碎股","LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD"},"source_url":"https://simplywall.st/stocks/us/transportation/nasdaq-ual/united-airlines-holdings/news/is-united-airlines-holdings-inc-nasdaqual-a-high-quality-sto","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2409403557","content_text":"Many investors are still learning about the various metrics that can be useful when analysing a stock. This article is for those who would like to learn about Return On Equity (ROE). We'll use ROE to examine United Airlines Holdings, Inc. (NASDAQ:UAL), by way of a worked example. Return on equity or ROE is a key measure used to assess how efficiently a company's management is utilizing the company's capital. In simpler terms, it measures the profitability of a company in relation to shareholder's equity. Check out our latest analysis for United Airlines Holdings How To Calculate Return On Equity? Return on equity can be calculated by using the formula: Return on Equity = Net Profit (from continuing operations) ÷ Shareholders' Equity So, based on the above formula, the ROE for United Airlines Holdings is:28% = US$2.6b ÷ US$9.3b (Based on the trailing twelve months to December 2023). The 'return' is the income the business earned over the last year. Another way to think of that is that for every $1 worth of equity, the company was able to earn $0.28 in profit. Does United Airlines Holdings Have A Good Return On Equity? By comparing a company's ROE with its industry average, we can get a quick measure of how good it is. Importantly, this is far from a perfect measure, because companies differ significantly within the same industry classification. Pleasingly, United Airlines Holdings has a superior ROE than the average (13%) in the Airlines industry. NasdaqGS:UAL Return on Equity February 6th 2024 That's what we like to see. However, bear in mind that a high ROE doesn’t necessarily indicate efficient profit generation. A higher proportion of debt in a company's capital structure may also result in a high ROE, where the high debt levels could be a huge risk . You can see the 2 risks we have identified for United Airlines Holdings by visiting our risks dashboard for free on our platform here. The Importance Of Debt To Return On Equity Virtually all companies need money to invest in the business, to grow profits. The cash for investment can come from prior year profits (retained earnings), issuing new shares, or borrowing. In the first and second cases, the ROE will reflect this use of cash for investment in the business. In the latter case, the debt used for growth will improve returns, but won't affect the total equity. That will make the ROE look better than if no debt was used. Combining United Airlines Holdings' Debt And Its 28% Return On Equity We think United Airlines Holdings uses a significant amount of debt to maximize its returns, as it has a significantly higher debt to equity ratio of 3.37. So although the company has an impressive ROE, the company might not have been able to achieve this without the significant use of debt. Summary Return on equity is a useful indicator of the ability of a business to generate profits and return them to shareholders. Companies that can achieve high returns on equity without too much debt are generally of good quality. If two companies have the same ROE, then I would generally prefer the one with less debt. But when a business is high quality, the market often bids it up to a price that reflects this. Profit growth rates, versus the expectations reflected in the price of the stock, are a particularly important to consider. So I think it may be worth checking this free report on analyst forecasts for the company. But note: United Airlines Holdings may not be the best stock to buy. So take a peek at this free list of interesting companies with high ROE and low debt. Valuation is complex, but we're helping make it simple.Find out whether United Airlines Holdings is potentially over or undervalued by checking out our comprehensive analysis, which includes fair value estimates, risks and warnings, dividends, insider transactions and financial health.View the Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.","news_type":1,"symbols_score_info":{".IXIC":1,"MNQmain":0.6,"NQmain":0.6,"NDAQ":1,"PSQ":0.6,"QID":0.6,"QLD":0.6,"QQQ":0.6,"ROE":1,"SQQQ":0.6,"TQQQ":0.6,"UAL":1}},"isVote":1,"tweetType":1,"viewCount":1301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":271479438143584,"gmtCreate":1707316989352,"gmtModify":1707316990574,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/271479438143584","repostId":"2409404075","repostType":2,"isVote":1,"tweetType":1,"viewCount":2114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":271151792705744,"gmtCreate":1707236931531,"gmtModify":1707236932709,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/271151792705744","repostId":"2409405161","repostType":2,"isVote":1,"tweetType":1,"viewCount":1561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":269080721281152,"gmtCreate":1706724344991,"gmtModify":1706724346376,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/269080721281152","repostId":"2407824475","repostType":2,"repost":{"id":"2407824475","kind":"highlight","pubTimestamp":1706696844,"share":"https://ttm.financial/m/news/2407824475?lang=&edition=full","pubTime":"2024-01-31 18:27","market":"sg","language":"en","title":"Is JinkoSolar Holding (NYSE:JKS) Using Too Much Debt?","url":"https://stock-news.laohu8.com/highlight/detail?id=2407824475","media":"Simply Wall St.","summary":"Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...","content":"<html><body><div><p> Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of permanent loss is the risk I worry about... and every practical investor I know worries about.' It's only natural to consider a company's balance sheet when you examine how risky it is, since debt is often involved when a business collapses. We note that <strong>JinkoSolar Holding Co., Ltd.</strong> (NYSE:JKS) does have debt on its balance sheet. But is this debt a concern to shareholders? </p><h2> When Is Debt A Problem? </h2><p> Debt and other liabilities become risky for a business when it cannot easily fulfill those obligations, either with free cash flow or by raising capital at an attractive price. Part and parcel of capitalism is the process of 'creative destruction' where failed businesses are mercilessly liquidated by their bankers. While that is not too common, we often do see indebted companies permanently diluting shareholders because lenders force them to raise capital at a distressed price. Of course, plenty of companies use debt to fund growth, without any negative consequences. When we think about a company's use of debt, we first look at cash and debt together. </p> <p><span> See our latest analysis for JinkoSolar Holding </span></p><h2> What Is JinkoSolar Holding's Net Debt? </h2><p> As you can see below, JinkoSolar Holding had CN¥53.3b of debt at September 2023, down from CN¥56.9b a year prior. However, because it has a cash reserve of CN¥13.6b, its net debt is less, at about CN¥39.7b. </p><figure><img height=\"526\" loading=\"lazy\" src=\"https://images.simplywall.st/asset/chart/49547584-debt-equity-history-analysis-1-dark/1706696842465\" width=\"821\"/><figcaption>NYSE:JKS Debt to Equity History January 31st 2024</figcaption></figure><h2> How Strong Is JinkoSolar Holding's Balance Sheet? </h2><p> According to the last reported balance sheet, JinkoSolar Holding had liabilities of CN¥73.3b due within 12 months, and liabilities of CN¥20.9b due beyond 12 months. Offsetting these obligations, it had cash of CN¥13.6b as well as receivables valued at CN¥29.9b due within 12 months. So it has liabilities totalling CN¥50.8b more than its cash and near-term receivables, combined. </p><p> This deficit casts a shadow over the CN¥10.3b company, like a colossus towering over mere mortals. So we'd watch its balance sheet closely, without a doubt. At the end of the day, JinkoSolar Holding would probably need a major re-capitalization if its creditors were to demand repayment. </p> <p> We measure a company's debt load relative to its earnings power by looking at its net debt divided by its earnings before interest, tax, depreciation, and amortization (EBITDA) and by calculating how easily its earnings before interest and tax (EBIT) cover its interest expense (interest cover). The advantage of this approach is that we take into account both the absolute quantum of debt (with net debt to EBITDA) and the actual interest expenses associated with that debt (with its interest cover ratio). </p> <p> JinkoSolar Holding has a debt to EBITDA ratio of 3.8, which signals significant debt, but is still pretty reasonable for most types of business. However, its interest coverage of 13.7 is very high, suggesting that the interest expense on the debt is currently quite low. Notably, JinkoSolar Holding's EBIT launched higher than Elon Musk, gaining a whopping 1,072% on last year. When analysing debt levels, the balance sheet is the obvious place to start. But ultimately the future profitability of the business will decide if JinkoSolar Holding can strengthen its balance sheet over time. So if you want to see what the professionals think, you might find this free report on analyst profit forecasts to be interesting. </p><p> Finally, a company can only pay off debt with cold hard cash, not accounting profits. So it's worth checking how much of that EBIT is backed by free cash flow. Over the last three years, JinkoSolar Holding saw substantial negative free cash flow, in total. While that may be a result of expenditure for growth, it does make the debt far more risky. </p> <h2>Our View</h2><p> On the face of it, JinkoSolar Holding's conversion of EBIT to free cash flow left us tentative about the stock, and its level of total liabilities was no more enticing than the one empty restaurant on the busiest night of the year. But at least it's pretty decent at covering its interest expense with its EBIT; that's encouraging. Looking at the bigger picture, it seems clear to us that JinkoSolar Holding's use of debt is creating risks for the company. If all goes well, that should boost returns, but on the flip side, the risk of permanent capital loss is elevated by the debt. There's no doubt that we learn most about debt from the balance sheet. However, not all investment risk resides within the balance sheet - far from it. For instance, we've identified <strong> 4 warning signs for JinkoSolar Holding</strong> (2 are potentially serious) you should be aware of. </p> <p> Of course, if you're the type of investor who prefers buying stocks without the burden of debt, then don't hesitate to discover our exclusive list of net cash growth stocks, today. </p><div><h3>Valuation is complex, but we're helping make it simple.</h3><p>Find out whether JinkoSolar Holding is potentially over or undervalued by checking out our comprehensive analysis, which includes <strong>fair value estimates, risks and warnings, dividends, insider transactions and financial health.</strong></p>View the Free Analysis</div><p><strong>Have feedback on this article? Concerned about the content?</strong> <strong>Get in touch</strong><strong> with us directly.</strong><i> Alternatively, email editorial-team (at) simplywallst.com.</i><i>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</i></p></div></body></html>","source":"simplywall_highlight","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>Is JinkoSolar Holding (NYSE:JKS) Using Too Much Debt?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs JinkoSolar Holding (NYSE:JKS) Using Too Much Debt?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-31 18:27 GMT+8 <a href=https://simplywall.st/stocks/us/semiconductors/nyse-jks/jinkosolar-holding/news/is-jinkosolar-holding-nysejks-using-too-much-debt-2><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of permanent loss is the risk I worry about... and every practical investor I know ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/semiconductors/nyse-jks/jinkosolar-holding/news/is-jinkosolar-holding-nysejks-using-too-much-debt-2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.simplywall.st/asset/industry/8212000-choice2-main-header/1585186783100","relate_stocks":{},"source_url":"https://simplywall.st/stocks/us/semiconductors/nyse-jks/jinkosolar-holding/news/is-jinkosolar-holding-nysejks-using-too-much-debt-2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2407824475","content_text":"Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of permanent loss is the risk I worry about... and every practical investor I know worries about.' It's only natural to consider a company's balance sheet when you examine how risky it is, since debt is often involved when a business collapses. We note that JinkoSolar Holding Co., Ltd. (NYSE:JKS) does have debt on its balance sheet. But is this debt a concern to shareholders? When Is Debt A Problem? Debt and other liabilities become risky for a business when it cannot easily fulfill those obligations, either with free cash flow or by raising capital at an attractive price. Part and parcel of capitalism is the process of 'creative destruction' where failed businesses are mercilessly liquidated by their bankers. While that is not too common, we often do see indebted companies permanently diluting shareholders because lenders force them to raise capital at a distressed price. Of course, plenty of companies use debt to fund growth, without any negative consequences. When we think about a company's use of debt, we first look at cash and debt together. See our latest analysis for JinkoSolar Holding What Is JinkoSolar Holding's Net Debt? As you can see below, JinkoSolar Holding had CN¥53.3b of debt at September 2023, down from CN¥56.9b a year prior. However, because it has a cash reserve of CN¥13.6b, its net debt is less, at about CN¥39.7b. NYSE:JKS Debt to Equity History January 31st 2024 How Strong Is JinkoSolar Holding's Balance Sheet? According to the last reported balance sheet, JinkoSolar Holding had liabilities of CN¥73.3b due within 12 months, and liabilities of CN¥20.9b due beyond 12 months. Offsetting these obligations, it had cash of CN¥13.6b as well as receivables valued at CN¥29.9b due within 12 months. So it has liabilities totalling CN¥50.8b more than its cash and near-term receivables, combined. This deficit casts a shadow over the CN¥10.3b company, like a colossus towering over mere mortals. So we'd watch its balance sheet closely, without a doubt. At the end of the day, JinkoSolar Holding would probably need a major re-capitalization if its creditors were to demand repayment. We measure a company's debt load relative to its earnings power by looking at its net debt divided by its earnings before interest, tax, depreciation, and amortization (EBITDA) and by calculating how easily its earnings before interest and tax (EBIT) cover its interest expense (interest cover). The advantage of this approach is that we take into account both the absolute quantum of debt (with net debt to EBITDA) and the actual interest expenses associated with that debt (with its interest cover ratio). JinkoSolar Holding has a debt to EBITDA ratio of 3.8, which signals significant debt, but is still pretty reasonable for most types of business. However, its interest coverage of 13.7 is very high, suggesting that the interest expense on the debt is currently quite low. Notably, JinkoSolar Holding's EBIT launched higher than Elon Musk, gaining a whopping 1,072% on last year. When analysing debt levels, the balance sheet is the obvious place to start. But ultimately the future profitability of the business will decide if JinkoSolar Holding can strengthen its balance sheet over time. So if you want to see what the professionals think, you might find this free report on analyst profit forecasts to be interesting. Finally, a company can only pay off debt with cold hard cash, not accounting profits. So it's worth checking how much of that EBIT is backed by free cash flow. Over the last three years, JinkoSolar Holding saw substantial negative free cash flow, in total. While that may be a result of expenditure for growth, it does make the debt far more risky. Our View On the face of it, JinkoSolar Holding's conversion of EBIT to free cash flow left us tentative about the stock, and its level of total liabilities was no more enticing than the one empty restaurant on the busiest night of the year. But at least it's pretty decent at covering its interest expense with its EBIT; that's encouraging. Looking at the bigger picture, it seems clear to us that JinkoSolar Holding's use of debt is creating risks for the company. If all goes well, that should boost returns, but on the flip side, the risk of permanent capital loss is elevated by the debt. There's no doubt that we learn most about debt from the balance sheet. However, not all investment risk resides within the balance sheet - far from it. For instance, we've identified 4 warning signs for JinkoSolar Holding (2 are potentially serious) you should be aware of. Of course, if you're the type of investor who prefers buying stocks without the burden of debt, then don't hesitate to discover our exclusive list of net cash growth stocks, today. Valuation is complex, but we're helping make it simple.Find out whether JinkoSolar Holding is potentially over or undervalued by checking out our comprehensive analysis, which includes fair value estimates, risks and warnings, dividends, insider transactions and financial health.View the Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.","news_type":1,"symbols_score_info":{"JKS":1,"NYSE":1}},"isVote":1,"tweetType":1,"viewCount":1679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":268694302683304,"gmtCreate":1706630028690,"gmtModify":1706630029868,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/268694302683304","repostId":"2407209378","repostType":4,"repost":{"id":"2407209378","kind":"highlight","pubTimestamp":1706582133,"share":"https://ttm.financial/m/news/2407209378?lang=&edition=full","pubTime":"2024-01-30 10:35","market":"us","language":"zh","title":"一年5倍,强势碾压英伟达!AI“新贵”超微电脑赚麻了","url":"https://stock-news.laohu8.com/highlight/detail?id=2407209378","media":"格隆汇","summary":"令人振奋的财报和业绩指引","content":"<p>科技股财报周已经拉开序幕。</p><p>周一美股盘后,<strong>“<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>核心朋友圈”的<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>公布了令人振奋的财报和业绩指引,双双大超华尔街预期</strong>。</p><p>在财报公布后,超微电脑周一盘后大涨超过10%。今年以来,公司股价不断持续飙高,目前累计涨幅近74%。</p><p>事实上,<strong>超微电脑自2023年初就已经开启了“暴走”模式,在一年多的时间内,股价累计涨幅已经超过500%。</strong></p><p>这涨势更是直接碾压了英伟达、AMD在内的其他美股热门科技股。同期,英伟达累计涨幅约325%,AMD累计涨幅175%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8b6d5eabffa0ee2b03eee029d2a5669\" tg-width=\"780\" tg-height=\"519\"></p><p>近两年,随着AI掀起的一轮科技革命,背后的技术服务商们赚的盆满钵满。</p><p>作为人工智能、云、存储和 5G/边缘的整体 IT 解决方案提供商,同时也是英伟达的合作伙伴,超微电脑在AI圈火速“脱颖而出”。</p><p>财报显示,第二财季实现<strong>营收36.6亿美元</strong>,去年同期为18亿美元,而前一财季也只有21.2亿美元。</p><p><strong>净利润</strong>增至 2.96 亿美元,高于上一季度的1.57亿美元,同比增长 1.76 亿美元,几乎翻了一番。</p><p>第二财季调整后<strong>每股收益</strong>为5.59美元,去年同期3.26美元,分析师预期5.16美元;<strong>毛利率</strong>略有压缩至15.4%,前一季度为 16.7%,去年同期为 18.7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bf74a17816484db49d1fe2bb7ca4193\" tg-width=\"1443\" tg-height=\"561\"></p><p>强劲的业绩也凸显了超微电脑不断扩大的市场份额,以及市场对先进服务器解决方案不断增长的需求。</p><p>展望下一季度,超微电脑<strong>预计第三财季营收为37亿美元至41亿美元</strong>,调整后每股收益为5.20美元至6.01美元。</p><p>这两项预测均远高于 FactSet 的共识,后者预计收入为 29 亿美元,调整后每股收益为 4.61 美元。</p><p>公司还<strong>上调了全年预测</strong>,指出其产品继续赢得市场份额。 <strong>超微电脑预计整个财年的收入为143亿至147亿美元,</strong>而分析师此前的预期为138亿美元,此前公司预测收入为 100 亿至 110 亿美元。</p><p>首席执行官梁见后 (Charles Liang) 在一份新闻稿中表示:</p><blockquote><p>“我们在 2024 财年第二季度继续展示我们的市场领导地位,报告收入达到创纪录的 36.6亿美元,同比增长 103%。”</p></blockquote><blockquote><p>“虽然我们不断赢得新的合作伙伴,但我们当前的最终客户仍然需要更多美超微优化的人工智能计算机平台和机架级整体 IT 解决方案。”</p></blockquote><p>巨额盈利以及上调的业绩指引,也令市场开始振奋。</p><p>Constellation Research Inc. 的 Holger Mueller 表示,年收入已达数十亿美元的硬件供应商能够将销售额翻倍,这是极其罕见的事情。</p><blockquote><p>“这种增长背后的驱动力是人工智能,因为超微提供了一些最得益于与 Nvidia 的合作,我们为这些工作负载提供了可靠的计算平台。”</p></blockquote><p>不过Mueller 也表示, 对投资者来说,好消息是这种趋势不太可能很快改变。然而,超微仍然需要在其业务的盈利方面下功夫,因为其成本不断上升,而每股收益却在下降。</p><p>gurufocus的分析师 Khac Phu Nguyen指出,回顾历史估值图表,很明显市场对围绕超微计算机的看涨势头反应过度。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a8855f39ea91e50cf57681f60abcda1\" tg-width=\"771\" tg-height=\"579\"></p><p>他指出,不可否认,超微电脑以其显着的股价飙升和第二季度的乐观指引吸引了投资者的关注。然而,股市似乎对该公司的积极前景反应过度,如果该公司未能达到这些高预期,可能会给投资者带来更高的风险。</p>","source":"gelonghui_highlight","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>一年5倍,强势碾压英伟达!AI“新贵”超微电脑赚麻了</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n一年5倍,强势碾压英伟达!AI“新贵”超微电脑赚麻了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-30 10:35 北京时间 <a href=https://www.gelonghui.com/p/689823><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>科技股财报周已经拉开序幕。周一美股盘后,“英伟达核心朋友圈”的超微电脑公布了令人振奋的财报和业绩指引,双双大超华尔街预期。在财报公布后,超微电脑周一盘后大涨超过10%。今年以来,公司股价不断持续飙高,目前累计涨幅近74%。事实上,超微电脑自2023年初就已经开启了“暴走”模式,在一年多的时间内,股价累计涨幅已经超过500%。这涨势更是直接碾压了英伟达、AMD在内的其他美股热门科技股。同期,英伟达...</p>\n\n<a href=\"https://www.gelonghui.com/p/689823\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/f9e50-39412d89-0dda-4c28-93ae-fd726d2496f0.jpg?guru_height=583&guru_width=1000","relate_stocks":{"SMCI":"超微电脑"},"source_url":"https://www.gelonghui.com/p/689823","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2407209378","content_text":"科技股财报周已经拉开序幕。周一美股盘后,“英伟达核心朋友圈”的超微电脑公布了令人振奋的财报和业绩指引,双双大超华尔街预期。在财报公布后,超微电脑周一盘后大涨超过10%。今年以来,公司股价不断持续飙高,目前累计涨幅近74%。事实上,超微电脑自2023年初就已经开启了“暴走”模式,在一年多的时间内,股价累计涨幅已经超过500%。这涨势更是直接碾压了英伟达、AMD在内的其他美股热门科技股。同期,英伟达累计涨幅约325%,AMD累计涨幅175%。近两年,随着AI掀起的一轮科技革命,背后的技术服务商们赚的盆满钵满。作为人工智能、云、存储和 5G/边缘的整体 IT 解决方案提供商,同时也是英伟达的合作伙伴,超微电脑在AI圈火速“脱颖而出”。财报显示,第二财季实现营收36.6亿美元,去年同期为18亿美元,而前一财季也只有21.2亿美元。净利润增至 2.96 亿美元,高于上一季度的1.57亿美元,同比增长 1.76 亿美元,几乎翻了一番。第二财季调整后每股收益为5.59美元,去年同期3.26美元,分析师预期5.16美元;毛利率略有压缩至15.4%,前一季度为 16.7%,去年同期为 18.7%。强劲的业绩也凸显了超微电脑不断扩大的市场份额,以及市场对先进服务器解决方案不断增长的需求。展望下一季度,超微电脑预计第三财季营收为37亿美元至41亿美元,调整后每股收益为5.20美元至6.01美元。这两项预测均远高于 FactSet 的共识,后者预计收入为 29 亿美元,调整后每股收益为 4.61 美元。公司还上调了全年预测,指出其产品继续赢得市场份额。 超微电脑预计整个财年的收入为143亿至147亿美元,而分析师此前的预期为138亿美元,此前公司预测收入为 100 亿至 110 亿美元。首席执行官梁见后 (Charles Liang) 在一份新闻稿中表示:“我们在 2024 财年第二季度继续展示我们的市场领导地位,报告收入达到创纪录的 36.6亿美元,同比增长 103%。”“虽然我们不断赢得新的合作伙伴,但我们当前的最终客户仍然需要更多美超微优化的人工智能计算机平台和机架级整体 IT 解决方案。”巨额盈利以及上调的业绩指引,也令市场开始振奋。Constellation Research Inc. 的 Holger Mueller 表示,年收入已达数十亿美元的硬件供应商能够将销售额翻倍,这是极其罕见的事情。“这种增长背后的驱动力是人工智能,因为超微提供了一些最得益于与 Nvidia 的合作,我们为这些工作负载提供了可靠的计算平台。”不过Mueller 也表示, 对投资者来说,好消息是这种趋势不太可能很快改变。然而,超微仍然需要在其业务的盈利方面下功夫,因为其成本不断上升,而每股收益却在下降。gurufocus的分析师 Khac Phu Nguyen指出,回顾历史估值图表,很明显市场对围绕超微计算机的看涨势头反应过度。他指出,不可否认,超微电脑以其显着的股价飙升和第二季度的乐观指引吸引了投资者的关注。然而,股市似乎对该公司的积极前景反应过度,如果该公司未能达到这些高预期,可能会给投资者带来更高的风险。","news_type":1,"symbols_score_info":{"SMCI":1}},"isVote":1,"tweetType":1,"viewCount":1639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":983265442,"gmtCreate":1583288863586,"gmtModify":1704349353278,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>小米2019年度财报什么时候会发布呢,有没有知道的朋友","listText":"<a 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Corp(PSAC)$</a>贾跃亭太不是人了吧,跑路就算了,还造假","text":"$Property Solutions Acquisition Corp(PSAC)$贾跃亭太不是人了吧,跑路就算了,还造假","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/345290850","isVote":1,"tweetType":1,"viewCount":2131,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3488323614139911","authorId":"3488323614139911","name":"花农不种花","avatar":"https://static.tigerbbs.com/fe233c9955fe2082f6a8fbae828d4295","crmLevel":1,"crmLevelSwitch":0,"idStr":"3488323614139911","authorIdStr":"3488323614139911"},"content":"A股有几个不造假?","text":"A股有几个不造假?","html":"A股有几个不造假?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351299395,"gmtCreate":1616595982117,"gmtModify":1616595982117,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/351299395","repostId":"353997982","repostType":1,"repost":{"id":353997982,"gmtCreate":1616452677446,"gmtModify":1617069280363,"author":{"id":"3567339157612934","authorId":"3567339157612934","name":"Alex谈股论金","avatar":"https://static.tigerbbs.com/d4564bc192a54fcba2406dffd778a7b6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567339157612934","authorIdStr":"3567339157612934"},"themes":[],"title":"很幸运,预测全中!Yalla 股票复盘。谈谈我对于成长股估值的看法。#美股分析#Yalla#YALA","htmlText":"嗨大家好,欢迎来到Alex谈股论金,今天我们来复盘一下Yalla的股票,并看看最新的Q4财报是否给我们带来了哪些惊喜。那我们开始吧。我们先来快速的回顾一下公司的概况。Yalla是一个领先的以语音为中心的社交网络娱乐平台。公司除了旗舰应用Yalla以外,还拓展了,像Yalla Ludo这样已经非常成熟的游戏并且已经发布或正在开发其他类似的游戏平台。同时聊天应用Yalla Chat也快要上市了,是否对标微信我们还要等待更详细的信息发布。但是从公司的整体策略上来看,称其为中东小腾讯是一点也不为过的。我们先来看一下最新季度的财报。Yalla第四季度总营收为$48.3millIon,与2019年相比,同比增长151%。平均月活用户,第四季度16.4million人次,与2019相比,同比增长295%。付费用户,5.2million人次,同比增长624%。这些数据看上去都是惊人的,但大部分都已经在上一季度财报后被人们Price-in了。关于市场情绪,我可以详细的为大家复盘一下。2020年11-9,Yalla 公布财报,财报前一天股价拉升了15个百分点,财报当天股价又拉升了12个百分点。然后一直到11月末,大概是公司的知名度提升了,一些机构便开始注资,我们可以看到,从11月30号开始,Yalla的平均日交易量有了显著的提升,股价当日更是拉升40%多。之后股价盘整来到2021年1月份。这里我画了两个向上箭头,一个代表纳指的不断突破新高,一个则是Elon Musk对于club house 语音平台的推崇,一时间,语音类平台公司在纳指和马大神的双重加持下,股价纷纷被炒上了天。之后来到2月11号,在我2月10号发布视频后,股价更是被推到了41美金之高,我就是恰巧在2月10号发了视频,当我一觉醒来,股价涨了快30%,我自然是很高兴的了。可是快乐总是短暂的,从2月16号开始,人们开始恐慌美债收益率的","listText":"嗨大家好,欢迎来到Alex谈股论金,今天我们来复盘一下Yalla的股票,并看看最新的Q4财报是否给我们带来了哪些惊喜。那我们开始吧。我们先来快速的回顾一下公司的概况。Yalla是一个领先的以语音为中心的社交网络娱乐平台。公司除了旗舰应用Yalla以外,还拓展了,像Yalla Ludo这样已经非常成熟的游戏并且已经发布或正在开发其他类似的游戏平台。同时聊天应用Yalla Chat也快要上市了,是否对标微信我们还要等待更详细的信息发布。但是从公司的整体策略上来看,称其为中东小腾讯是一点也不为过的。我们先来看一下最新季度的财报。Yalla第四季度总营收为$48.3millIon,与2019年相比,同比增长151%。平均月活用户,第四季度16.4million人次,与2019相比,同比增长295%。付费用户,5.2million人次,同比增长624%。这些数据看上去都是惊人的,但大部分都已经在上一季度财报后被人们Price-in了。关于市场情绪,我可以详细的为大家复盘一下。2020年11-9,Yalla 公布财报,财报前一天股价拉升了15个百分点,财报当天股价又拉升了12个百分点。然后一直到11月末,大概是公司的知名度提升了,一些机构便开始注资,我们可以看到,从11月30号开始,Yalla的平均日交易量有了显著的提升,股价当日更是拉升40%多。之后股价盘整来到2021年1月份。这里我画了两个向上箭头,一个代表纳指的不断突破新高,一个则是Elon Musk对于club house 语音平台的推崇,一时间,语音类平台公司在纳指和马大神的双重加持下,股价纷纷被炒上了天。之后来到2月11号,在我2月10号发布视频后,股价更是被推到了41美金之高,我就是恰巧在2月10号发了视频,当我一觉醒来,股价涨了快30%,我自然是很高兴的了。可是快乐总是短暂的,从2月16号开始,人们开始恐慌美债收益率的","text":"嗨大家好,欢迎来到Alex谈股论金,今天我们来复盘一下Yalla的股票,并看看最新的Q4财报是否给我们带来了哪些惊喜。那我们开始吧。我们先来快速的回顾一下公司的概况。Yalla是一个领先的以语音为中心的社交网络娱乐平台。公司除了旗舰应用Yalla以外,还拓展了,像Yalla Ludo这样已经非常成熟的游戏并且已经发布或正在开发其他类似的游戏平台。同时聊天应用Yalla Chat也快要上市了,是否对标微信我们还要等待更详细的信息发布。但是从公司的整体策略上来看,称其为中东小腾讯是一点也不为过的。我们先来看一下最新季度的财报。Yalla第四季度总营收为$48.3millIon,与2019年相比,同比增长151%。平均月活用户,第四季度16.4million人次,与2019相比,同比增长295%。付费用户,5.2million人次,同比增长624%。这些数据看上去都是惊人的,但大部分都已经在上一季度财报后被人们Price-in了。关于市场情绪,我可以详细的为大家复盘一下。2020年11-9,Yalla 公布财报,财报前一天股价拉升了15个百分点,财报当天股价又拉升了12个百分点。然后一直到11月末,大概是公司的知名度提升了,一些机构便开始注资,我们可以看到,从11月30号开始,Yalla的平均日交易量有了显著的提升,股价当日更是拉升40%多。之后股价盘整来到2021年1月份。这里我画了两个向上箭头,一个代表纳指的不断突破新高,一个则是Elon Musk对于club house 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href=\"https://laohu8.com/S/HUYA\">$虎牙(HUYA)$</a>这个破股票还不发财报吗?表现是真差,大盘涨五,它还跌,中概股都涨,它还跌,斗鱼都能涨,它还跌","text":"$虎牙(HUYA)$这个破股票还不发财报吗?表现是真差,大盘涨五,它还跌,中概股都涨,它还跌,斗鱼都能涨,它还跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/983828984","isVote":1,"tweetType":1,"viewCount":801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":983164134,"gmtCreate":1583173480528,"gmtModify":1704348946742,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HUYA\">$虎牙(HUYA)$</a>果然是个坑","listText":"<a href=\"https://laohu8.com/S/HUYA\">$虎牙(HUYA)$</a>果然是个坑","text":"$虎牙(HUYA)$果然是个坑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/983164134","isVote":1,"tweetType":1,"viewCount":1402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":980250006,"gmtCreate":1582532914005,"gmtModify":1704346657703,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>真是失望,品控这么差,何时能翻身","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>真是失望,品控这么差,何时能翻身","text":"$小米集团-W(01810)$真是失望,品控这么差,何时能翻身","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/980250006","isVote":1,"tweetType":1,"viewCount":797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":422501883130320,"gmtCreate":1744180162359,"gmtModify":1744180164362,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422501883130320","repostId":"422303689056440","repostType":1,"repost":{"id":422303689056440,"gmtCreate":1744121853888,"gmtModify":1744173603641,"author":{"id":"36989258284800","authorId":"36989258284800","name":"小虎老师","avatar":"https://static.laohu8.com/6e9d88ae16a2b401169a727cf1457404","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36989258284800","authorIdStr":"36989258284800"},"themes":[],"title":"押注特朗普认输?亚太市场反攻!低估的中国科技“十杰” 你抄底了吗?","htmlText":"据悉,特朗普上台以来,其大刀阔斧,甚至无视“国际规则”的强硬关税主张已经导致其内阁分裂:财政部部长至今不愿意背书(他也有超5亿美元的基金),暂未看到该部门关于关税的苛征细节,特朗普的铁杆支持者,德州参议院也反对关税主张,担心未来美股衰退,影响下一次的选举。曾经花巨资支持特朗普胜选的ELON MUSK也在近月的美股暴跌中损失1500亿美元以上,他也反对特朗普的关税主张,甚至主张0关税。一度市场认为特朗普期望美联储来救市的鲍威尔主席也并没有“纵容”特朗普直接出来“降息救市”。。1. 市场应该押注特朗普即将认输?到亚太全线反攻也许市场已经嗅到,也许特朗普的计划或未能实现。4月8日,亚太股市在经历前一日的大跌后展开反弹。此前一日, <a target=\"_blank\" href=\"https://ttm.financial/S/HSI\">$恒生指数(HSI)$</a> <a target=\"_blank\" href=\"https://ttm.financial/FUT/HSImain\">$恒生指数主连 2504(HSImain)$</a> 4月7日跌13.2%,创历史上第三大当日跌幅。日韩股市表现强劲,日经225指数上涨6.03%,韩国股市开盘涨幅超过2%,收盘涨幅为0.26%。印度SENSEX30上涨1.98%,澳洲标普200上涨1.91%,新西兰标普50上涨0.98%。中国A股市场也表现强势,上证指数重回3100点,报收3145.55点,涨幅1.58%,深证成指上涨0.64%。<a target=\"_blank\" href=\"https://ttm.financial/S/HSI\">$恒生指数(HSI)$</a> 上涨1.63%, <a target=\"_blank\" href=\"https://ttm.financial/S/HSCEI\">$国企指数(HSCEI)$</a>","listText":"据悉,特朗普上台以来,其大刀阔斧,甚至无视“国际规则”的强硬关税主张已经导致其内阁分裂:财政部部长至今不愿意背书(他也有超5亿美元的基金),暂未看到该部门关于关税的苛征细节,特朗普的铁杆支持者,德州参议院也反对关税主张,担心未来美股衰退,影响下一次的选举。曾经花巨资支持特朗普胜选的ELON MUSK也在近月的美股暴跌中损失1500亿美元以上,他也反对特朗普的关税主张,甚至主张0关税。一度市场认为特朗普期望美联储来救市的鲍威尔主席也并没有“纵容”特朗普直接出来“降息救市”。。1. 市场应该押注特朗普即将认输?到亚太全线反攻也许市场已经嗅到,也许特朗普的计划或未能实现。4月8日,亚太股市在经历前一日的大跌后展开反弹。此前一日, <a target=\"_blank\" href=\"https://ttm.financial/S/HSI\">$恒生指数(HSI)$</a> <a target=\"_blank\" href=\"https://ttm.financial/FUT/HSImain\">$恒生指数主连 2504(HSImain)$</a> 4月7日跌13.2%,创历史上第三大当日跌幅。日韩股市表现强劲,日经225指数上涨6.03%,韩国股市开盘涨幅超过2%,收盘涨幅为0.26%。印度SENSEX30上涨1.98%,澳洲标普200上涨1.91%,新西兰标普50上涨0.98%。中国A股市场也表现强势,上证指数重回3100点,报收3145.55点,涨幅1.58%,深证成指上涨0.64%。<a target=\"_blank\" href=\"https://ttm.financial/S/HSI\">$恒生指数(HSI)$</a> 上涨1.63%, <a target=\"_blank\" href=\"https://ttm.financial/S/HSCEI\">$国企指数(HSCEI)$</a>","text":"据悉,特朗普上台以来,其大刀阔斧,甚至无视“国际规则”的强硬关税主张已经导致其内阁分裂:财政部部长至今不愿意背书(他也有超5亿美元的基金),暂未看到该部门关于关税的苛征细节,特朗普的铁杆支持者,德州参议院也反对关税主张,担心未来美股衰退,影响下一次的选举。曾经花巨资支持特朗普胜选的ELON MUSK也在近月的美股暴跌中损失1500亿美元以上,他也反对特朗普的关税主张,甚至主张0关税。一度市场认为特朗普期望美联储来救市的鲍威尔主席也并没有“纵容”特朗普直接出来“降息救市”。。1. 市场应该押注特朗普即将认输?到亚太全线反攻也许市场已经嗅到,也许特朗普的计划或未能实现。4月8日,亚太股市在经历前一日的大跌后展开反弹。此前一日, $恒生指数(HSI)$ $恒生指数主连 2504(HSImain)$ 4月7日跌13.2%,创历史上第三大当日跌幅。日韩股市表现强劲,日经225指数上涨6.03%,韩国股市开盘涨幅超过2%,收盘涨幅为0.26%。印度SENSEX30上涨1.98%,澳洲标普200上涨1.91%,新西兰标普50上涨0.98%。中国A股市场也表现强势,上证指数重回3100点,报收3145.55点,涨幅1.58%,深证成指上涨0.64%。$恒生指数(HSI)$ 上涨1.63%, $国企指数(HSCEI)$","images":[{"img":"https://static.tigerbbs.com/9f310f346b5ee9b6cb2e9d2351cca7ee"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422303689056440","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":261925165252840,"gmtCreate":1704964300798,"gmtModify":1704964301852,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"//<a href=\"https://laohu8.com/U/740450932848\">@33_Tiger</a>: XD是我非常非常好的朋友,从前年中概低谷基金亏损到2023年重仓压住<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$ </a> <a href=\"https://laohu8.com/S/DUOL\">$多邻国(DUOL)$</a> 打了漂亮的翻身仗,一手AI,一手coin,非常值得学习。[开心] ","listText":"//<a href=\"https://laohu8.com/U/740450932848\">@33_Tiger</a>: XD是我非常非常好的朋友,从前年中概低谷基金亏损到2023年重仓压住<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$ </a> <a href=\"https://laohu8.com/S/DUOL\">$多邻国(DUOL)$</a> 打了漂亮的翻身仗,一手AI,一手coin,非常值得学习。[开心] ","text":"//@33_Tiger: XD是我非常非常好的朋友,从前年中概低谷基金亏损到2023年重仓压住$Coinbase Global, Inc.(COIN)$ $多邻国(DUOL)$ 打了漂亮的翻身仗,一手AI,一手coin,非常值得学习。[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/261925165252840","repostId":"261795497467944","repostType":1,"repost":{"id":261795497467944,"gmtCreate":1704942898351,"gmtModify":1704955538421,"author":{"id":"6049805417372","authorId":"6049805417372","name":"壹拾資產XD","avatar":"https://static.tigerbbs.com/1d42eca6d945ec51b40443503d06ee4a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"6049805417372","authorIdStr":"6049805417372"},"themes":[],"title":"why world top and how - 写在BTC ETF通过审批的日子","htmlText":"2015年7月1日基金启动的情景历历在目,那个时候几乎是我自信的顶峰。穷则独善其身,达则兼济天下,这是我非常喜欢的态度。2012年开立股票账户的时候,我给自己定下目标是先管好自己的资金,然后再做个基金,计划花 5 年时间学习投资,2017 年做个基金,这就是第一个 5 年计划,虽然这么计划,但其实开股票账户的时候是感觉这一天很遥远的。因为一进入市场很快找到感觉,快速学习,自有资金虽然体量小,但增长非常快。这给了我很大信心,也吸引了投资圈的前辈们的支持。基金的成立比我计划的时间还快了2年。 随着基金的运行,我发现这其实是一个生意,比自己在腾讯业余炒炒股票复杂得多,我需要动态处理好多方的关系,比如投资人、投研团队、运营团队、合规、监管、券商、基金同行、以及各种上市公司交流等。这对仅有几个月券商销售经历的腾讯程序员来说,是一个复杂的系统工程问题。我在哈工大学的是软件工程,毕业在腾讯主要是写代码人机交互,说话都不利索,我明白我需要做出很多改变。除了炒股票赚钱做业绩以外,我也一直思考自己存在的价值,以及这个基金存在的价值。想明白这些才能长期开心地做下去。我非常喜欢腾讯,因为腾讯产品用户体验极好,在腾讯工作也能愉快地快速成长。当年毕业时我拒了阿里巴巴的offer,然后腾讯收留了我,这一点我也很感恩。腾讯“正直、进取、协作、创造”的价值观也深深地指导着我的言行。见贤思齐,那么我也很想做一家公司向腾讯看齐。我相信凡事预则立,不预则废。于是,从基金以及公司的名字开始,我把 flag 立好先,腾讯英文名字是 tencent,我们基金取名 tenfund,资管公司取名 tenasset,这两个域名都有很长历史,特别tenasset.com 是 2004 年诞生,那一年腾讯刚刚上市,费好大劲才买下来,于是名字都这么有格局了,其他的工作就不能随意,更不能轻言放弃,这很激励我。2015年基金","listText":"2015年7月1日基金启动的情景历历在目,那个时候几乎是我自信的顶峰。穷则独善其身,达则兼济天下,这是我非常喜欢的态度。2012年开立股票账户的时候,我给自己定下目标是先管好自己的资金,然后再做个基金,计划花 5 年时间学习投资,2017 年做个基金,这就是第一个 5 年计划,虽然这么计划,但其实开股票账户的时候是感觉这一天很遥远的。因为一进入市场很快找到感觉,快速学习,自有资金虽然体量小,但增长非常快。这给了我很大信心,也吸引了投资圈的前辈们的支持。基金的成立比我计划的时间还快了2年。 随着基金的运行,我发现这其实是一个生意,比自己在腾讯业余炒炒股票复杂得多,我需要动态处理好多方的关系,比如投资人、投研团队、运营团队、合规、监管、券商、基金同行、以及各种上市公司交流等。这对仅有几个月券商销售经历的腾讯程序员来说,是一个复杂的系统工程问题。我在哈工大学的是软件工程,毕业在腾讯主要是写代码人机交互,说话都不利索,我明白我需要做出很多改变。除了炒股票赚钱做业绩以外,我也一直思考自己存在的价值,以及这个基金存在的价值。想明白这些才能长期开心地做下去。我非常喜欢腾讯,因为腾讯产品用户体验极好,在腾讯工作也能愉快地快速成长。当年毕业时我拒了阿里巴巴的offer,然后腾讯收留了我,这一点我也很感恩。腾讯“正直、进取、协作、创造”的价值观也深深地指导着我的言行。见贤思齐,那么我也很想做一家公司向腾讯看齐。我相信凡事预则立,不预则废。于是,从基金以及公司的名字开始,我把 flag 立好先,腾讯英文名字是 tencent,我们基金取名 tenfund,资管公司取名 tenasset,这两个域名都有很长历史,特别tenasset.com 是 2004 年诞生,那一年腾讯刚刚上市,费好大劲才买下来,于是名字都这么有格局了,其他的工作就不能随意,更不能轻言放弃,这很激励我。2015年基金","text":"2015年7月1日基金启动的情景历历在目,那个时候几乎是我自信的顶峰。穷则独善其身,达则兼济天下,这是我非常喜欢的态度。2012年开立股票账户的时候,我给自己定下目标是先管好自己的资金,然后再做个基金,计划花 5 年时间学习投资,2017 年做个基金,这就是第一个 5 年计划,虽然这么计划,但其实开股票账户的时候是感觉这一天很遥远的。因为一进入市场很快找到感觉,快速学习,自有资金虽然体量小,但增长非常快。这给了我很大信心,也吸引了投资圈的前辈们的支持。基金的成立比我计划的时间还快了2年。 随着基金的运行,我发现这其实是一个生意,比自己在腾讯业余炒炒股票复杂得多,我需要动态处理好多方的关系,比如投资人、投研团队、运营团队、合规、监管、券商、基金同行、以及各种上市公司交流等。这对仅有几个月券商销售经历的腾讯程序员来说,是一个复杂的系统工程问题。我在哈工大学的是软件工程,毕业在腾讯主要是写代码人机交互,说话都不利索,我明白我需要做出很多改变。除了炒股票赚钱做业绩以外,我也一直思考自己存在的价值,以及这个基金存在的价值。想明白这些才能长期开心地做下去。我非常喜欢腾讯,因为腾讯产品用户体验极好,在腾讯工作也能愉快地快速成长。当年毕业时我拒了阿里巴巴的offer,然后腾讯收留了我,这一点我也很感恩。腾讯“正直、进取、协作、创造”的价值观也深深地指导着我的言行。见贤思齐,那么我也很想做一家公司向腾讯看齐。我相信凡事预则立,不预则废。于是,从基金以及公司的名字开始,我把 flag 立好先,腾讯英文名字是 tencent,我们基金取名 tenfund,资管公司取名 tenasset,这两个域名都有很长历史,特别tenasset.com 是 2004 年诞生,那一年腾讯刚刚上市,费好大劲才买下来,于是名字都这么有格局了,其他的工作就不能随意,更不能轻言放弃,这很激励我。2015年基金","images":[{"img":"https://static.tigerbbs.com/1b11b3a0f2101278916096d44030d6d0","width":"1020","height":"1012"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/261795497467944","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":108785826,"gmtCreate":1620055037965,"gmtModify":1620055037965,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YALA\">$Yalla Group(YALA)$</a>挺垃圾的","listText":"<a href=\"https://laohu8.com/S/YALA\">$Yalla Group(YALA)$</a>挺垃圾的","text":"$Yalla Group(YALA)$挺垃圾的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/108785826","isVote":1,"tweetType":1,"viewCount":908,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337219859,"gmtCreate":1611149928471,"gmtModify":1703748356030,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337219859","repostId":"334232755","repostType":1,"repost":{"id":334232755,"gmtCreate":1610790859477,"gmtModify":1703746922285,"author":{"id":"3447374152482573","authorId":"3447374152482573","name":"W先生的笔记","avatar":"https://static.tigerbbs.com/82f4c199c8debc7f202b879322a3ae68","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3447374152482573","authorIdStr":"3447374152482573"},"themes":[],"title":"我是如何运用Option,降低AMC的持股成本的?","htmlText":"Hi,大家好,我是W~~之前有发过一篇关于我自己学习期权的学习笔记,有兴趣的朋友可以看一看:<a href=\"https://laohu8.com/TW/331279763\" target=\"_blank\">W先生的美股期权(Option)学习笔记①</a>很多朋友问具体怎么操作?或者希望我聊一些比较具象的问题,今天我们就拿<a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a> 这个标的来具体演示一下~~在描述具体如何通过Option来降低标的正股持股成本之前,我们来具体说说AMC的基本面的一些情况.AMC电影院(AMC Theatres;简写自AmericanMulti-Cinema)是一间美国的连锁电影院。AMC是世界最大的连锁院线,在美国市场占有率第一,共有8000多块萤幕和600家影院。除了美国以外,AMC在英国和法国各有据点。AMC曾进驻巴西、加拿大、智利、日本、墨西哥、葡萄牙、韩国、西班牙、瑞典、匈牙利和香港等国与地区.除了传统的电影院加餐饮的模式以外,AMC也2019年底发布了AMC Theatres On Demand类似于亚马逊的Prime Video或苹果的iTunes商城,它能让用户通过网站和智能电视与移动APP购买或租借影片。AMC公司数据显示,AMC的Stubs计划订阅家庭达2000万。其实我们中国的小伙伴都有切身的体会,随着互联的兴起很多传统消费业态确实在不断萎缩,到大型的商场目前就两个业态还是很火爆的,那就是餐饮和电影院,相信未来5-10年也不会改变这个现状,毕竟互联网给了我们便利,但是我们人都是有社交的需求的.但是随着2020年的疫情爆发,整个美国电影院线市场处于极度的低迷几乎是冰点.上座率减少89%,将近过半的中小影院面临停业和破产.AMC虽然规模巨大","listText":"Hi,大家好,我是W~~之前有发过一篇关于我自己学习期权的学习笔记,有兴趣的朋友可以看一看:<a href=\"https://laohu8.com/TW/331279763\" target=\"_blank\">W先生的美股期权(Option)学习笔记①</a>很多朋友问具体怎么操作?或者希望我聊一些比较具象的问题,今天我们就拿<a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a> 这个标的来具体演示一下~~在描述具体如何通过Option来降低标的正股持股成本之前,我们来具体说说AMC的基本面的一些情况.AMC电影院(AMC Theatres;简写自AmericanMulti-Cinema)是一间美国的连锁电影院。AMC是世界最大的连锁院线,在美国市场占有率第一,共有8000多块萤幕和600家影院。除了美国以外,AMC在英国和法国各有据点。AMC曾进驻巴西、加拿大、智利、日本、墨西哥、葡萄牙、韩国、西班牙、瑞典、匈牙利和香港等国与地区.除了传统的电影院加餐饮的模式以外,AMC也2019年底发布了AMC Theatres On Demand类似于亚马逊的Prime Video或苹果的iTunes商城,它能让用户通过网站和智能电视与移动APP购买或租借影片。AMC公司数据显示,AMC的Stubs计划订阅家庭达2000万。其实我们中国的小伙伴都有切身的体会,随着互联的兴起很多传统消费业态确实在不断萎缩,到大型的商场目前就两个业态还是很火爆的,那就是餐饮和电影院,相信未来5-10年也不会改变这个现状,毕竟互联网给了我们便利,但是我们人都是有社交的需求的.但是随着2020年的疫情爆发,整个美国电影院线市场处于极度的低迷几乎是冰点.上座率减少89%,将近过半的中小影院面临停业和破产.AMC虽然规模巨大","text":"Hi,大家好,我是W~~之前有发过一篇关于我自己学习期权的学习笔记,有兴趣的朋友可以看一看:W先生的美股期权(Option)学习笔记①很多朋友问具体怎么操作?或者希望我聊一些比较具象的问题,今天我们就拿$AMC院线(AMC)$ 这个标的来具体演示一下~~在描述具体如何通过Option来降低标的正股持股成本之前,我们来具体说说AMC的基本面的一些情况.AMC电影院(AMC Theatres;简写自AmericanMulti-Cinema)是一间美国的连锁电影院。AMC是世界最大的连锁院线,在美国市场占有率第一,共有8000多块萤幕和600家影院。除了美国以外,AMC在英国和法国各有据点。AMC曾进驻巴西、加拿大、智利、日本、墨西哥、葡萄牙、韩国、西班牙、瑞典、匈牙利和香港等国与地区.除了传统的电影院加餐饮的模式以外,AMC也2019年底发布了AMC Theatres On Demand类似于亚马逊的Prime Video或苹果的iTunes商城,它能让用户通过网站和智能电视与移动APP购买或租借影片。AMC公司数据显示,AMC的Stubs计划订阅家庭达2000万。其实我们中国的小伙伴都有切身的体会,随着互联的兴起很多传统消费业态确实在不断萎缩,到大型的商场目前就两个业态还是很火爆的,那就是餐饮和电影院,相信未来5-10年也不会改变这个现状,毕竟互联网给了我们便利,但是我们人都是有社交的需求的.但是随着2020年的疫情爆发,整个美国电影院线市场处于极度的低迷几乎是冰点.上座率减少89%,将近过半的中小影院面临停业和破产.AMC虽然规模巨大","images":[{"img":"https://static.tigerbbs.com/ed6665f955e8256a450d3398e8d535a1","width":"620","height":"260"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334232755","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1068,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":922743095,"gmtCreate":1587680025917,"gmtModify":1704365241575,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/922743095","repostId":"2024017913","repostType":2,"repost":{"id":"2024017913","kind":"news","pubTimestamp":1585694564,"share":"https://ttm.financial/m/news/2024017913?lang=&edition=full","pubTime":"2020-04-01 06:42","market":"us","language":"en","title":"Third Avenue Value Fund Buys 2 Stocks, Sells 3 Others in 1st Quarter","url":"https://stock-news.laohu8.com/highlight/detail?id=2024017913","media":"GuruFocus.com","summary":"The Third Avenue Value Fund (Trades, Portfolio) released its first-quarter 2020 portfolio earlier th","content":"<html><body><div><p type=\"text\">The Third Avenue Value Fund (Trades, Portfolio) released its first-quarter 2020 portfolio earlier this week, disclosing that it established two new positions and sold out of three others.</p><ul><li>Warning! GuruFocus has detected 10 Warning Signs with MAC. Click here to check it out. </li><li>MAC 30-Year Financial Data</li><li>The intrinsic value of MAC</li><li>Peter Lynch Chart of MAC</li></ul><p type=\"text\">Part of the late Martin Whitman's Third Avenue Management (Trades, Portfolio), which is based in New York, the fund relies on a high-conviction strategy, investing in undervalued securities across several different industries, market capitalizations and regions. Portfolio managers Matthew Fine and Michael Fineman use fundamental analysis to find stocks trading below their intrinsic value that compound asset values at double-digit rates.</p><p type=\"text\">Taking these criteria into consideration, the fund entered positions in Macerich Co. (NYSE:MAC) and Quinenco SA (XSGO:QUINENCO) during the quarter. It also divested of its long-held holdings of Investor AB (OSTO:INVEB), Brookfield Asset Management Inc. (TSX:BAM.A) and Wheelock and Co. Ltd. (HKSE:00020).</p><p type=\"text\"><strong>Macerich </strong></p><p type=\"text\">The fund invested in 304,346 shares of Macerich, dedicating 1.33% of the equity portfolio to the position. The stock traded for an average price of $26.40 per share during the quarter.</p><p type=\"text\">The Santa Monica, California-based real estate investment trust, which invests in shopping centers, has an $823.76 million market cap; its shares were trading around $5.92 on Tuesday with a price-earnings ratio of 8.57, a price-book ratio of 0.31 and a price-sales ratio of 0.9.</p><p type=\"text\">The Peter Lynch chart shows the stock is trading below its fair value, suggesting it is undervalued. The GuruFocus valuation rank of 10 out of 10 also supports this observation since the share price, price-book ratio and price-sales ratio are all near 10-year lows.</p><p type=\"text\">In the fund's fourth-quarter 2019 commentary, Fine and Fineman wrote that while a \"spate of recent retail bankruptcies and an existing debt load that is larger than we would prefer,\" the \"operating performance of the underlying assets has been strong and we are confident that we are materially underpaying for the equity relative to net asset value.\"</p><p type=\"text\">GuruFocus rated Macerich's financial strength 3 out of 10. As a result of issuing approximately $354.95 million in new long-term debt over the past three years, the company has poor interest coverage. The Altman Z-Score of -0.03 also warns that the company could be in danger of going bankrupt. In addition, since the company's return on invested capital outweighs its weighted average cost of capital, it may not be capital efficient.</p><p type=\"text\">The company's profitability fared a bit better with a 6 out of 10 rating even though its margins are in decline and its returns underperform a majority of competitors. Macerich also has a moderate Piotroski F-Score of 6, which indicates operations are stable. The business predictability rank of one out of five stars, however, is on watch as a result of declining revenue per share over the past five years. According to GuruFocus, companies with this rank typically see their stocks gain an average of 1.1% per annum over a 10-year period.</p><p type=\"text\">Of the gurus invested in the stock, the Smead Value Fund (Trades, Portfolio) has the largest stake with 1.01% of outstanding shares. Other top guru shareholders include Jim Simons (Trades, Portfolio)' Renaissance Technologies, Chris Davis (Trades, Portfolio), Pioneer Investments (Trades, Portfolio) and Philippe Laffont (Trades, Portfolio).</p><p type=\"text\"><strong>Quinenco</strong></p><p type=\"text\">Third Avenue picked up 3.32 million shares of Quinenco, allocating 1.12% of the equity portfolio to the stake. Shares traded for an average price of 1,514.66 Chilean pesos ($1.79) each during the quarter.</p><p type=\"text\">The Chilean holding company, which invests in companies active in the industrial and financial sectors, has a market cap of 1.57 trillion pesos; its shares closed at 945.56 pesos on Monday with a price-earnings ratio of 8.35 and a price-book ratio of 0.47.</p><p type=\"text\">In the fund's fourth-quarter 2019 commentary, the portfolio managers wrote that they have been familiar with Quinenco and its management for over a decade. The fund finally established a position following a decline in the share price due to anti-government protests in Chile in October that sent the value of the peso lower and impacted equities in a range of industries. Fine and Fineman wrote:</p><div><p type=\"text\">\"We view the underlying companies as well-managed and conservatively financed, often with dominant market positions. Indeed, various Quinenco controlled companies are respected business partners for global companies, such as Heineken, Citigroup and Shell, seeking to operate in Chile. It is our view that we were able to purchase shares at a time when both the underlying businesses were atypically inexpensive and the size of discount offered through shares of Quinenco was unusually large.\"</p><p type=\"text\"><strong>Investor</strong></p><p type=\"text\">The fund sold its 325,405 remaining shares of Investor, impacting the equity portfolio by -2.77%. During the quarter, the stock traded for an average price of 515.8 Swedish krona ($51.93) per share.</p><p type=\"text\">The Swedish investment holding company has a market cap of 340.76 billion krona; its shares closed at 448.3 krona on Monday with a price-earnings ratio of 15.13, a price-book ratio of 0.87 and a price-sales ratio of 5.3.</p><p type=\"text\">GuruFocus estimates the fund has gained 35.98% on the investment since the fourth quarter of 2013.</p><p type=\"text\"><strong>Brookfield Asset Management</strong></p><p type=\"text\">The Value Fund sold its 260,888 remaining shares of Brookfield Asset Management. The trade had an impact of -2.40% on the equity portfolio. The stock traded for an average per-share price of 77.01 Canadian dollars ($54.36) during the quarter.</p><p type=\"text\">The Toronto-based alternative asset management company has a CA$63.07 billion market cap; its shares closed at CA$62.48 on Monday with a price-earnings ratio of 18.22, a price-book ratio of 1.55 and a price-sales ratio of 0.68.</p><p type=\"text\">According to GuruFocus, the Value Fund has gained 71.47% on the investment since the first quarter of 2013.</p><p type=\"text\"><strong>Wheelock</strong></p><p type=\"text\">Third Avenue sold its 2.26 million-share stake in Wheelock, which had an impact of -2.33% on the equity portfolio. During the quarter, the stock traded for an average price of 50.22 Hong Kong dollars ($6.48) per share.</p><p type=\"text\">The Hong Kong-based real estate development company has a market cap of HK$106.74 billion; its shares closed at HK$53.1 on Tuesday with a price-earnings ratio of 6.3, a price-book ratio of 0.39 and a price-sales ratio of 2.19.</p><p type=\"text\">Based on GuruFocus data, the fund has lost approximately 6.7% on the investment since the second quarter of 2013.</p><p type=\"text\"><strong>Additional trades and portfolio performance</strong></p><p type=\"text\">During the quarter, the Value Fund also added to its position in <a href=\"https://laohu8.com/S/FPH\">Five Point Holdings LLC</a> (FPH) and reduced its holdings of several other securities, including Lundin Mining Corp. (TSX:LUN), Weyerhaeuser Co. (WY), <a href=\"https://laohu8.com/S/BZZUF\">Buzzi Unicem SpA</a> (MIL:BZU) and Comerica Inc. (CMA).</p><p type=\"text\">Third Avenue's $509 million equity portfolio, which is composed of 27 stocks, is largely invested in the basic materials sector, followed by smaller positions in the consumer cyclical and industrials spaces.</p><p type=\"text\">GuruFocus data indicates the fund returned 12.85% in 2019, underperforming the S&P 500's 31.48% return.</p><p type=\"text\">Disclosure: No positions.</p><p type=\"text\">Read more here:</p><ul><li>Prem Watsa Drifts Deeper Into MasterCraft</li><li>Spiros Segalas Starts the New Year Adding 5 Stocks to Portfolio</li><li>5 Stocks Top Earners Steven Cohen and David Tepper Agree On</li></ul><p type=\"text\"><span>N</span><span>ot a Premium Member of GuruFocus? Sign up for a </span>free 7-day trial here<span>.</span></p><p type=\"text\">This article first appeared on GuruFocus.<br/></p><ul><li>Warning! GuruFocus has detected 10 Warning Signs with MAC. Click here to check it out. </li><li>MAC 30-Year Financial Data</li><li>The intrinsic value of MAC</li><li>Peter Lynch Chart of MAC</li></ul></div></div></body></html>","source":"yahoofinance","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>Third Avenue Value Fund Buys 2 Stocks, Sells 3 Others in 1st Quarter</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThird Avenue Value Fund Buys 2 Stocks, Sells 3 Others in 1st Quarter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-04-01 06:42 GMT+8 <a href=https://finance.yahoo.com/news/third-avenue-value-fund-buys-224244186.html><strong>GuruFocus.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Third Avenue Value Fund (Trades, Portfolio) released its first-quarter 2020 portfolio earlier this week, disclosing that it established two new positions and sold out of three others.Warning! ...</p>\n\n<a href=\"https://finance.yahoo.com/news/third-avenue-value-fund-buys-224244186.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/lo/api/res/1.2/juYHouS.lXsX2at5PkS7DA--/YXBwaWQ9eXZpZGVvZmVlZHM7dz02MDA7aD00MDA-/https://media.zenfs.com/en-us/us.finance.gurufocus/7294252cbf1b39b0051b4f78ba1bcd18","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/third-avenue-value-fund-buys-224244186.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2024017913","content_text":"The Third Avenue Value Fund (Trades, Portfolio) released its first-quarter 2020 portfolio earlier this week, disclosing that it established two new positions and sold out of three others.Warning! GuruFocus has detected 10 Warning Signs with MAC. Click here to check it out. MAC 30-Year Financial DataThe intrinsic value of MACPeter Lynch Chart of MACPart of the late Martin Whitman's Third Avenue Management (Trades, Portfolio), which is based in New York, the fund relies on a high-conviction strategy, investing in undervalued securities across several different industries, market capitalizations and regions. Portfolio managers Matthew Fine and Michael Fineman use fundamental analysis to find stocks trading below their intrinsic value that compound asset values at double-digit rates.Taking these criteria into consideration, the fund entered positions in Macerich Co. (NYSE:MAC) and Quinenco SA (XSGO:QUINENCO) during the quarter. It also divested of its long-held holdings of Investor AB (OSTO:INVEB), Brookfield Asset Management Inc. (TSX:BAM.A) and Wheelock and Co. Ltd. (HKSE:00020).Macerich The fund invested in 304,346 shares of Macerich, dedicating 1.33% of the equity portfolio to the position. The stock traded for an average price of $26.40 per share during the quarter.The Santa Monica, California-based real estate investment trust, which invests in shopping centers, has an $823.76 million market cap; its shares were trading around $5.92 on Tuesday with a price-earnings ratio of 8.57, a price-book ratio of 0.31 and a price-sales ratio of 0.9.The Peter Lynch chart shows the stock is trading below its fair value, suggesting it is undervalued. The GuruFocus valuation rank of 10 out of 10 also supports this observation since the share price, price-book ratio and price-sales ratio are all near 10-year lows.In the fund's fourth-quarter 2019 commentary, Fine and Fineman wrote that while a \"spate of recent retail bankruptcies and an existing debt load that is larger than we would prefer,\" the \"operating performance of the underlying assets has been strong and we are confident that we are materially underpaying for the equity relative to net asset value.\"GuruFocus rated Macerich's financial strength 3 out of 10. As a result of issuing approximately $354.95 million in new long-term debt over the past three years, the company has poor interest coverage. The Altman Z-Score of -0.03 also warns that the company could be in danger of going bankrupt. In addition, since the company's return on invested capital outweighs its weighted average cost of capital, it may not be capital efficient.The company's profitability fared a bit better with a 6 out of 10 rating even though its margins are in decline and its returns underperform a majority of competitors. Macerich also has a moderate Piotroski F-Score of 6, which indicates operations are stable. The business predictability rank of one out of five stars, however, is on watch as a result of declining revenue per share over the past five years. According to GuruFocus, companies with this rank typically see their stocks gain an average of 1.1% per annum over a 10-year period.Of the gurus invested in the stock, the Smead Value Fund (Trades, Portfolio) has the largest stake with 1.01% of outstanding shares. Other top guru shareholders include Jim Simons (Trades, Portfolio)' Renaissance Technologies, Chris Davis (Trades, Portfolio), Pioneer Investments (Trades, Portfolio) and Philippe Laffont (Trades, Portfolio).QuinencoThird Avenue picked up 3.32 million shares of Quinenco, allocating 1.12% of the equity portfolio to the stake. Shares traded for an average price of 1,514.66 Chilean pesos ($1.79) each during the quarter.The Chilean holding company, which invests in companies active in the industrial and financial sectors, has a market cap of 1.57 trillion pesos; its shares closed at 945.56 pesos on Monday with a price-earnings ratio of 8.35 and a price-book ratio of 0.47.In the fund's fourth-quarter 2019 commentary, the portfolio managers wrote that they have been familiar with Quinenco and its management for over a decade. The fund finally established a position following a decline in the share price due to anti-government protests in Chile in October that sent the value of the peso lower and impacted equities in a range of industries. Fine and Fineman wrote:\"We view the underlying companies as well-managed and conservatively financed, often with dominant market positions. Indeed, various Quinenco controlled companies are respected business partners for global companies, such as Heineken, Citigroup and Shell, seeking to operate in Chile. It is our view that we were able to purchase shares at a time when both the underlying businesses were atypically inexpensive and the size of discount offered through shares of Quinenco was unusually large.\"InvestorThe fund sold its 325,405 remaining shares of Investor, impacting the equity portfolio by -2.77%. During the quarter, the stock traded for an average price of 515.8 Swedish krona ($51.93) per share.The Swedish investment holding company has a market cap of 340.76 billion krona; its shares closed at 448.3 krona on Monday with a price-earnings ratio of 15.13, a price-book ratio of 0.87 and a price-sales ratio of 5.3.GuruFocus estimates the fund has gained 35.98% on the investment since the fourth quarter of 2013.Brookfield Asset ManagementThe Value Fund sold its 260,888 remaining shares of Brookfield Asset Management. The trade had an impact of -2.40% on the equity portfolio. The stock traded for an average per-share price of 77.01 Canadian dollars ($54.36) during the quarter.The Toronto-based alternative asset management company has a CA$63.07 billion market cap; its shares closed at CA$62.48 on Monday with a price-earnings ratio of 18.22, a price-book ratio of 1.55 and a price-sales ratio of 0.68.According to GuruFocus, the Value Fund has gained 71.47% on the investment since the first quarter of 2013.WheelockThird Avenue sold its 2.26 million-share stake in Wheelock, which had an impact of -2.33% on the equity portfolio. During the quarter, the stock traded for an average price of 50.22 Hong Kong dollars ($6.48) per share.The Hong Kong-based real estate development company has a market cap of HK$106.74 billion; its shares closed at HK$53.1 on Tuesday with a price-earnings ratio of 6.3, a price-book ratio of 0.39 and a price-sales ratio of 2.19.Based on GuruFocus data, the fund has lost approximately 6.7% on the investment since the second quarter of 2013.Additional trades and portfolio performanceDuring the quarter, the Value Fund also added to its position in Five Point Holdings LLC (FPH) and reduced its holdings of several other securities, including Lundin Mining Corp. (TSX:LUN), Weyerhaeuser Co. (WY), Buzzi Unicem SpA (MIL:BZU) and Comerica Inc. (CMA).Third Avenue's $509 million equity portfolio, which is composed of 27 stocks, is largely invested in the basic materials sector, followed by smaller positions in the consumer cyclical and industrials spaces.GuruFocus data indicates the fund returned 12.85% in 2019, underperforming the S&P 500's 31.48% return.Disclosure: No positions.Read more here:Prem Watsa Drifts Deeper Into MasterCraftSpiros Segalas Starts the New Year Adding 5 Stocks to Portfolio5 Stocks Top Earners Steven Cohen and David Tepper Agree OnNot a Premium Member of GuruFocus? Sign up for a free 7-day trial here.This article first appeared on GuruFocus.Warning! GuruFocus has detected 10 Warning Signs with MAC. Click here to check it out. MAC 30-Year Financial DataThe intrinsic value of MACPeter Lynch Chart of MAC","news_type":1,"symbols_score_info":{"MAC":0.9}},"isVote":1,"tweetType":1,"viewCount":776,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":922783596,"gmtCreate":1587658766715,"gmtModify":1704365188774,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/922783596","repostId":"2029481860","repostType":2,"isVote":1,"tweetType":1,"viewCount":818,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364879643250992,"gmtCreate":1730125488750,"gmtModify":1730125972632,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"title":"大选进入倒计时:华尔街全面押注“特朗普交易”","htmlText":"查看详情: <a href=\"https://www.itigerup.com/hans/marketing/election2?actionID=0daf205bc1fdd2f63e8c83b256de3a2f&skin=2&os=iOS&account_id=432874&utm_medium=tiger_community&platform=iOS&shareID=770880759a0352f40a537d42b27a84c0&invite=M2ZZP&lang=zh_CN\">大选进入倒计时:华尔街全面押注“特朗普交易”</a> 2024年美国总统选举预定于2024年11月5日星期二举行,胜者将从2025年1月开始入主白宫,担任一届为期四年的总统任期,选民还将投票选出国会议员,这将影响 2024 年以后的美国经济,是近期不确定性的主要来源。 此帖仅开放于中国大陆用户","listText":"查看详情: <a href=\"https://www.itigerup.com/hans/marketing/election2?actionID=0daf205bc1fdd2f63e8c83b256de3a2f&skin=2&os=iOS&account_id=432874&utm_medium=tiger_community&platform=iOS&shareID=770880759a0352f40a537d42b27a84c0&invite=M2ZZP&lang=zh_CN\">大选进入倒计时:华尔街全面押注“特朗普交易”</a> 2024年美国总统选举预定于2024年11月5日星期二举行,胜者将从2025年1月开始入主白宫,担任一届为期四年的总统任期,选民还将投票选出国会议员,这将影响 2024 年以后的美国经济,是近期不确定性的主要来源。 此帖仅开放于中国大陆用户","text":"查看详情: 大选进入倒计时:华尔街全面押注“特朗普交易” 2024年美国总统选举预定于2024年11月5日星期二举行,胜者将从2025年1月开始入主白宫,担任一届为期四年的总统任期,选民还将投票选出国会议员,这将影响 2024 年以后的美国经济,是近期不确定性的主要来源。 此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/ff98eccfaff055c5a7c86bee57069e0c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364879643250992","isVote":1,"tweetType":1,"viewCount":1369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":360286352806152,"gmtCreate":1728978919912,"gmtModify":1728978921534,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360286352806152","repostId":"360286578585624","repostType":1,"repost":{"id":360286578585624,"gmtCreate":1728978888808,"gmtModify":1728978892976,"author":{"id":"3556065915296727","authorId":"3556065915296727","name":"京城Z先生","avatar":"https://static.tigerbbs.com/da54e036041e5c8ebada295a54421b52","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556065915296727","authorIdStr":"3556065915296727"},"themes":[],"htmlText":"从 “老乡别走”,到 “老乡哪里跑”,只需两周时间。<a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$ </a> ","listText":"从 “老乡别走”,到 “老乡哪里跑”,只需两周时间。<a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$ </a> ","text":"从 “老乡别走”,到 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10:31","market":"sh","language":"zh","title":"中国银行大幅上涨 银行股普涨趋势明显","url":"https://stock-news.laohu8.com/highlight/detail?id=2474737279","media":"智选洞察","summary":"10月10日,中国银行股价大幅上涨,截至10点31分,中国银行上涨3.12%,报4.96元/股,成交9.09亿元,换手率0.09%。“四大行”中涨幅以农业银行的35.3%居首,其次是工商银行、中国银行和建设银行。某银行理财子人士表示,股市火爆,客户心理波动较大,银行理财中现金类产品被赎回较明显。主营业务及业绩中国银行公司主营业务为从事商业银行业务,主要包括公司业务、个人银行业务及资金业务,亦从事投资银行及保险业务。","content":"<html><body><article><p>10月10日,<a href=\"https://laohu8.com/S/601988\">中国银行</a>(601988)股价大幅上涨,截至10点31分,<a href=\"https://laohu8.com/S/03988\">中国银行</a>上涨3.12%,报4.96元/股,成交9.09亿元,<span>换手率</span>0.09%。</p><p>消息解读</p><p>2024年上半年,银行股走出独立行情,个股呈现普涨趋势,部分银行股市净率已经逼近1左右。涨幅居前多是城市商业银行。“四大行”中涨幅以<a href=\"https://laohu8.com/S/601288\">农业银行</a>的35.3%居首,其次是<a href=\"https://laohu8.com/S/601398\">工商银行</a>、中国银行和<a href=\"https://laohu8.com/S/601939\">建设银行</a>。</p><p>截至10月9日,据记者不完全统计,已有超20家银行宣布拟于10月12日发布存量房贷<span>利率</span>调整具体操作细则,并于10月31日前完成存量房贷利率批量调整工作。</p><p>10月8日全市场固收类(债基+银行理财)产品赎回规模约5000亿,赎回主要集中在昨日上午,下午有所减少。其中,全市场债基赎回约2000亿。某银行理财子人士表示,股市火爆,客户心理波动较大,银行理财中现金类产品被赎回较明显。来自多家机构消息显示,9日赎回规模有所下降,较多集中在固收+产品。随着权益市场波动降低及季末因素消失,部分债券<span>资产</span>在调整后已经初步具备配置价值。过去的一周,超预期政策落地以来,6个交易日,上证指数暴力<span>拉升</span>近千点,投资者坐不住了,资金正在从货基、债基以及银行理财向权益市场搬家。</p><p>机构分析</p><p><a href=\"https://laohu8.com/S/601688\">华泰证券</a>研究团队预测,本轮存量房贷利率下调,对银行息差负面影响约6个基点。招联首席研究员董希淼表示:“如果存量房贷利率下调50个基点,将导致银行净息差降低7个基点,<span>营业收入</span>下降3%,<span>净利润</span>减少6%。而且,如果<span>LPR</span>继续下降20个基点,存量和新增房贷利率还将进一步降低。”。</p><p>此外,数据统计显示,近半年内4家券商给予增持建议,9家券商给予买入建议。</p><p>资金动向</p><p>截止发稿,中国银行获得主力净流入1.19亿元,其中超大单流入1.47亿元,大单流出2810万元。数据显示,该股今日净流入较近5日净流入均值增加3.26亿元。</p><p>融资融券方面,中国银行10月08日获得融资净买入1.08亿元,当日该股融资余额为17.45亿元,当较前一日增加6.62%,实现2连增;该股融券余额为729万元,融券余量为147.13万股,比上日增加4.66%。</p><p>主营业务及业绩</p><p>中国银行公司主营业务为从事商业银行业务,主要包括公司业务、个人银行业务及资金业务,亦从事投资银行及保险业务。</p><p>最新财报显示,今年中报,中国银行实现营业收入3,170.76亿元,同比减少0.67%,净利润为1,186.01亿元,同比减少1.24%,<span>基本每股收益</span>为0.36元。</p><p>(以上内容为<a href=\"https://laohu8.com/S/00700\">腾讯</a>自选股基于公开消息,由程序或算法<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)</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 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中国银行大幅上涨 银行股普涨趋势明显\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-10 10:31 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241010103357a1df93ef&s=b><strong>智选洞察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月10日,中国银行(601988)股价大幅上涨,截至10点31分,中国银行上涨3.12%,报4.96元/股,成交9.09亿元,换手率0.09%。消息解读2024年上半年,银行股走出独立行情,个股呈现普涨趋势,部分银行股市净率已经逼近1左右。涨幅居前多是城市商业银行。“四大行”中涨幅以农业银行的35.3%居首,其次是工商银行、中国银行和建设银行。截至10月9日,据记者不完全统计,已有超20家银行...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241010103357a1df93ef&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241010103357a1df93ef&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2474737279","content_text":"10月10日,中国银行(601988)股价大幅上涨,截至10点31分,中国银行上涨3.12%,报4.96元/股,成交9.09亿元,换手率0.09%。消息解读2024年上半年,银行股走出独立行情,个股呈现普涨趋势,部分银行股市净率已经逼近1左右。涨幅居前多是城市商业银行。“四大行”中涨幅以农业银行的35.3%居首,其次是工商银行、中国银行和建设银行。截至10月9日,据记者不完全统计,已有超20家银行宣布拟于10月12日发布存量房贷利率调整具体操作细则,并于10月31日前完成存量房贷利率批量调整工作。10月8日全市场固收类(债基+银行理财)产品赎回规模约5000亿,赎回主要集中在昨日上午,下午有所减少。其中,全市场债基赎回约2000亿。某银行理财子人士表示,股市火爆,客户心理波动较大,银行理财中现金类产品被赎回较明显。来自多家机构消息显示,9日赎回规模有所下降,较多集中在固收+产品。随着权益市场波动降低及季末因素消失,部分债券资产在调整后已经初步具备配置价值。过去的一周,超预期政策落地以来,6个交易日,上证指数暴力拉升近千点,投资者坐不住了,资金正在从货基、债基以及银行理财向权益市场搬家。机构分析华泰证券研究团队预测,本轮存量房贷利率下调,对银行息差负面影响约6个基点。招联首席研究员董希淼表示:“如果存量房贷利率下调50个基点,将导致银行净息差降低7个基点,营业收入下降3%,净利润减少6%。而且,如果LPR继续下降20个基点,存量和新增房贷利率还将进一步降低。”。此外,数据统计显示,近半年内4家券商给予增持建议,9家券商给予买入建议。资金动向截止发稿,中国银行获得主力净流入1.19亿元,其中超大单流入1.47亿元,大单流出2810万元。数据显示,该股今日净流入较近5日净流入均值增加3.26亿元。融资融券方面,中国银行10月08日获得融资净买入1.08亿元,当日该股融资余额为17.45亿元,当较前一日增加6.62%,实现2连增;该股融券余额为729万元,融券余量为147.13万股,比上日增加4.66%。主营业务及业绩中国银行公司主营业务为从事商业银行业务,主要包括公司业务、个人银行业务及资金业务,亦从事投资银行及保险业务。最新财报显示,今年中报,中国银行实现营业收入3,170.76亿元,同比减少0.67%,净利润为1,186.01亿元,同比减少1.24%,基本每股收益为0.36元。(以上内容为腾讯自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)","news_type":1,"symbols_score_info":{"601988":1}},"isVote":1,"tweetType":1,"viewCount":1204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357608032714776,"gmtCreate":1728316113993,"gmtModify":1728316115811,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357608032714776","repostId":"1129798602","repostType":2,"repost":{"id":"1129798602","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1728307967,"share":"https://ttm.financial/m/news/1129798602?lang=&edition=full","pubTime":"2024-10-07 21:32","market":"us","language":"zh","title":"异动解读 | 马斯克公开支持特朗普引爆DOGE等币暴涨 但财政赤字担忧或抵消利好","url":"https://stock-news.laohu8.com/highlight/detail?id=1129798602","media":"异动解读","summary":"特朗普媒体科技集团(DJT)今日盘中大涨5.03%,引发市场广泛关注。据分析,这可能与特斯拉CEO马斯克近期在一场特朗普竞选活动上公开支持其角逐连任总统有关。\n\n消息指出,马斯克在周末的造势活动上现身,力挺特朗普胜选。他赞扬特朗普在7月遭枪击未遂事件后的坚韧表现,并嘲讽现任总统拜登。马斯克还呼吁支持者立即前往投票,强调这是保护宪法、言论自由的关键一战。\n\n马斯克的到场掀起了加密货币市场一阵狂潮,DOGE、DMAGA等与特朗普阵营相关的代币出现暴涨行情。消息还显示,特朗普的连任赔率已经超过对手哈里斯,成功领先。受此利好消息影响,特朗普相关产业链或获得资金青睐。","content":"<p>特朗普媒体科技集团(DJT)今日盘中大涨5.03%,引发市场广泛关注。据分析,这可能与特斯拉CEO马斯克近期在一场特朗普竞选活动上公开支持其角逐连任总统有关。</p>\n\n<p>消息指出,马斯克在周末的造势活动上现身,力挺特朗普胜选。他赞扬特朗普在7月遭枪击未遂事件后的坚韧表现,并嘲讽现任总统拜登。马斯克还呼吁支持者立即前往投票,强调这是保护宪法、言论自由的关键一战。</p>\n\n<p>马斯克的到场掀起了加密货币市场一阵狂潮,DOGE、DMAGA等与特朗普阵营相关的代币出现暴涨行情。消息还显示,特朗普的连任赔率已经超过对手哈里斯,成功领先。受此利好消息影响,特朗普相关产业链或获得资金青睐。</p>","source":"ai_movement_cn","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>异动解读 | 马斯克公开支持特朗普引爆DOGE等币暴涨 但财政赤字担忧或抵消利好</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动解读 | 马斯克公开支持特朗普引爆DOGE等币暴涨 但财政赤字担忧或抵消利好\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-10-07 21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>特朗普媒体科技集团(DJT)今日盘中大涨5.03%,引发市场广泛关注。据分析,这可能与特斯拉CEO马斯克近期在一场特朗普竞选活动上公开支持其角逐连任总统有关。</p>\n\n<p>消息指出,马斯克在周末的造势活动上现身,力挺特朗普胜选。他赞扬特朗普在7月遭枪击未遂事件后的坚韧表现,并嘲讽现任总统拜登。马斯克还呼吁支持者立即前往投票,强调这是保护宪法、言论自由的关键一战。</p>\n\n<p>马斯克的到场掀起了加密货币市场一阵狂潮,DOGE、DMAGA等与特朗普阵营相关的代币出现暴涨行情。消息还显示,特朗普的连任赔率已经超过对手哈里斯,成功领先。受此利好消息影响,特朗普相关产业链或获得资金青睐。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DJT":"特朗普媒体科技集团"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129798602","content_text":"特朗普媒体科技集团(DJT)今日盘中大涨5.03%,引发市场广泛关注。据分析,这可能与特斯拉CEO马斯克近期在一场特朗普竞选活动上公开支持其角逐连任总统有关。\n消息指出,马斯克在周末的造势活动上现身,力挺特朗普胜选。他赞扬特朗普在7月遭枪击未遂事件后的坚韧表现,并嘲讽现任总统拜登。马斯克还呼吁支持者立即前往投票,强调这是保护宪法、言论自由的关键一战。\n马斯克的到场掀起了加密货币市场一阵狂潮,DOGE、DMAGA等与特朗普阵营相关的代币出现暴涨行情。消息还显示,特朗普的连任赔率已经超过对手哈里斯,成功领先。受此利好消息影响,特朗普相关产业链或获得资金青睐。","news_type":1,"symbols_score_info":{"DJT":1}},"isVote":1,"tweetType":1,"viewCount":1291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357581257126152,"gmtCreate":1728309665557,"gmtModify":1728309667657,"author":{"id":"3496403814458854","authorId":"3496403814458854","name":"几米one","avatar":"https://static.tigerbbs.com/92a508ce500224d141376ddbecf58e58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496403814458854","authorIdStr":"3496403814458854"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357581257126152","repostId":"1113715460","repostType":2,"repost":{"id":"1113715460","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1728288455,"share":"https://ttm.financial/m/news/1113715460?lang=&edition=full","pubTime":"2024-10-07 16:07","market":"us","language":"en","title":"Chinese ADRs and ETFs Jump; YINN Rises Nearly 8%; Li Auto Jumps 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1113715460","media":"Tiger Newspress","summary":"Chinese ADRs and ETFs jumped in premarket trading. YINN rose 7.8%; Tiger rose 11%; Li Auto rose 5%; XPeng rose 3%; Alibaba rose 3%; Nio rose 2.2%; PDD Holdings rose 1%.The world-beating rally in Chine","content":"<html><head></head><body><p>Chinese ADRs and ETFs jumped in premarket trading. YINN rose 7.8%; Tiger rose 11%; Li Auto rose 5%; XPeng rose 3%; Alibaba rose 3%; Nio rose 2.2%; PDD Holdings rose 1%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ac456904d5529805b4f9bd374531ae76\" title=\"\" tg-width=\"596\" tg-height=\"445\"/></p><p style=\"text-align: start;\">The world-beating rally in Chinese stocks is failing to convince many global fund managers and strategists.</p><p>Invesco Ltd., JPMorgan Asset Management, HSBC Global Private Banking and Wealth, and Nomura Holdings Inc. are among those viewing the recent rebound with skepticism and waiting for Beijing to back up its stimulus pledges with real money. Some are also concerned many stocks are already reaching overvalued levels.</p><p style=\"text-align: start;\">Chinese shares have skyrocketed since late-September as a barrage of economic, financial and market-support measures reinvigorated investor confidence. The Hang Seng China Enterprises Index, which comprises Chinese stocks listed in Hong Kong, has jumped more than 35% over the past month, making it the best performer among more than 90 global equity gauges tracked by Bloomberg, while raising concern it may be too far, too fast.</p><p style=\"text-align: start;\">“In the short term, sentiment could overshoot but people will go back to fundamentals,” said Raymond Ma, Invesco’s chief investment officer for Hong Kong and Mainland China. “Because of this rally, some stocks have become really overvalued” and they lack a clear value proposition based on their likely earnings performance, he said.</p><p style=\"text-align: start;\">Stimulus announced by Beijing has included interest-rate cuts, freeing-up of cash at banks, billions of dollars of liquidity support for stocks, and a vow to end the long-term slide in property prices. The China National Development and Reform Commission will host a press conference Tuesday to discuss implementation of a package of incremental economic policies.</p><p>While there’s plenty of optimism that could underpin a sustainable equity rally, there have been a number of false dawns before, most recently a rally in February that completely unwound.</p><p style=\"text-align: start;\">Ma at Invesco, who was one of relatively few China bulls coming into this year, said he’s in no rush to add to his investments now.</p><p style=\"text-align: start;\">“There are a group of stocks whose share prices are up by 30% to 40% and almost at historical highs,” he said. “Whether in the next 12 months the fundamentals will be as good as before their peak, that’s more uncertain to me. That would be the category we would like to trim.”</p><p style=\"text-align: start;\">The surge in the past two weeks has seen Chinese equities reassert their influence over broader emerging-market gauges, and dented the performance of fund managers who had been running underweight positions in the biggest developing-nation economy. The durability of the rebound will not only matter for the year-end performance of index-tracking funds, but also have direct implications for nations that have trading and investment links with China.</p><p>JPMorgan Asset Management is just as cautious.</p><p>“Additional policy steps would be needed to boost economic activity and confidence,” said Tai Hui, Asia Pacific chief market strategist in Hong Kong. “The policies announced so far can help to smoothen out the de-leveraging process, but the balance-sheet repairing would still need to take place.”</p><p>Hui also pointed to global uncertainties that may crimp the nascent stock rally.</p><p>“With the U.S. elections only a month away, many investors would argue that the U.S. view of China as an economic and geopolitical rival is a bipartisan consensus,” he said. Moreover, “foreign investors may choose to wait for economic data to bottom out and for this new policy direct to solidify,’ he said.</p><p>Slowing Growth</p><p>HSBC Global Private Banking remains concerned the steps China has taken aren’t enough to reverse the nation’s slowing long-term growth outlook.</p><p>“More significant fiscal easing is still needed to sustain the recovery momentum and shore up growth to achieve the 5% 2024 GDP growth target,” said Cheuk Wan Fan, chief investment officer for Asia at the private bank in Hong Kong. “For now, we stay neutral on mainland China and Hong Kong equities based on our expectation of China’s GDP growth decelerating from 4.9% in 2024 to 4.5% in 2025.”</p><p>Goldman Positive</p><p>Some are predicting further gains.</p><p>Goldman Sachs Group Inc. has upgraded its call on Chinese stocks to overweight, and said indexes tracking the nation’s equities may rise another 15%-to-20% if authorities deliver on policy measures.</p><p>Beijing’s recent stimulus announcements “have led the market to believe that policy makers have become more concerned about taking sufficient action to curtail left-tail growth risk,” strategists including Tim Moe wrote in a note dated Oct. 5.</p><p>Bond ‘Challenges’</p><p>Some investors and strategists are also wary about what the stimulus blitz means for the nation’s bonds and currency.</p><p>China’s bonds have dropped since the stock rally started, ending at least temporarily a period in which yields set successive record lows as investors bought haven assets.</p><p>“There are still major challenges to be resolved, and it’s not an easy road,” said Lynn Song, chief economist for Greater China at ING Bank in Hong Kong. “We need to ensure that this policy blitz is effective in stabilizing the downward trajectory of the housing market and not just result in a rush of hot money to equities.”</p><p>Bonds may become a beneficiary if the stock market cools, Song said. “There’s certainly a risk we could revert back to the previous months’ environment if anything goes wrong in the next steps ahead.”</p><p style=\"text-align: start;\">Yuan traders will be watching out on Tuesday for the central bank’s daily reference rate, the level around which the currency is allowed to trade. The onshore yuan has strengthened more than 1% in the past month to approach the key level of 7 per dollar. A break of that barrier may trigger a further rally.</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>Chinese ADRs and ETFs Jump; YINN Rises Nearly 8%; Li Auto Jumps 5%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChinese ADRs and ETFs Jump; YINN Rises Nearly 8%; Li Auto Jumps 5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2024-10-07 16:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chinese ADRs and ETFs jumped in premarket trading. YINN rose 7.8%; Tiger rose 11%; Li Auto rose 5%; XPeng rose 3%; Alibaba rose 3%; Nio rose 2.2%; PDD Holdings rose 1%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ac456904d5529805b4f9bd374531ae76\" title=\"\" tg-width=\"596\" tg-height=\"445\"/></p><p style=\"text-align: start;\">The world-beating rally in Chinese stocks is failing to convince many global fund managers and strategists.</p><p>Invesco Ltd., JPMorgan Asset Management, HSBC Global Private Banking and Wealth, and Nomura Holdings Inc. are among those viewing the recent rebound with skepticism and waiting for Beijing to back up its stimulus pledges with real money. Some are also concerned many stocks are already reaching overvalued levels.</p><p style=\"text-align: start;\">Chinese shares have skyrocketed since late-September as a barrage of economic, financial and market-support measures reinvigorated investor confidence. The Hang Seng China Enterprises Index, which comprises Chinese stocks listed in Hong Kong, has jumped more than 35% over the past month, making it the best performer among more than 90 global equity gauges tracked by Bloomberg, while raising concern it may be too far, too fast.</p><p style=\"text-align: start;\">“In the short term, sentiment could overshoot but people will go back to fundamentals,” said Raymond Ma, Invesco’s chief investment officer for Hong Kong and Mainland China. “Because of this rally, some stocks have become really overvalued” and they lack a clear value proposition based on their likely earnings performance, he said.</p><p style=\"text-align: start;\">Stimulus announced by Beijing has included interest-rate cuts, freeing-up of cash at banks, billions of dollars of liquidity support for stocks, and a vow to end the long-term slide in property prices. The China National Development and Reform Commission will host a press conference Tuesday to discuss implementation of a package of incremental economic policies.</p><p>While there’s plenty of optimism that could underpin a sustainable equity rally, there have been a number of false dawns before, most recently a rally in February that completely unwound.</p><p style=\"text-align: start;\">Ma at Invesco, who was one of relatively few China bulls coming into this year, said he’s in no rush to add to his investments now.</p><p style=\"text-align: start;\">“There are a group of stocks whose share prices are up by 30% to 40% and almost at historical highs,” he said. “Whether in the next 12 months the fundamentals will be as good as before their peak, that’s more uncertain to me. That would be the category we would like to trim.”</p><p style=\"text-align: start;\">The surge in the past two weeks has seen Chinese equities reassert their influence over broader emerging-market gauges, and dented the performance of fund managers who had been running underweight positions in the biggest developing-nation economy. The durability of the rebound will not only matter for the year-end performance of index-tracking funds, but also have direct implications for nations that have trading and investment links with China.</p><p>JPMorgan Asset Management is just as cautious.</p><p>“Additional policy steps would be needed to boost economic activity and confidence,” said Tai Hui, Asia Pacific chief market strategist in Hong Kong. “The policies announced so far can help to smoothen out the de-leveraging process, but the balance-sheet repairing would still need to take place.”</p><p>Hui also pointed to global uncertainties that may crimp the nascent stock rally.</p><p>“With the U.S. elections only a month away, many investors would argue that the U.S. view of China as an economic and geopolitical rival is a bipartisan consensus,” he said. Moreover, “foreign investors may choose to wait for economic data to bottom out and for this new policy direct to solidify,’ he said.</p><p>Slowing Growth</p><p>HSBC Global Private Banking remains concerned the steps China has taken aren’t enough to reverse the nation’s slowing long-term growth outlook.</p><p>“More significant fiscal easing is still needed to sustain the recovery momentum and shore up growth to achieve the 5% 2024 GDP growth target,” said Cheuk Wan Fan, chief investment officer for Asia at the private bank in Hong Kong. “For now, we stay neutral on mainland China and Hong Kong equities based on our expectation of China’s GDP growth decelerating from 4.9% in 2024 to 4.5% in 2025.”</p><p>Goldman Positive</p><p>Some are predicting further gains.</p><p>Goldman Sachs Group Inc. has upgraded its call on Chinese stocks to overweight, and said indexes tracking the nation’s equities may rise another 15%-to-20% if authorities deliver on policy measures.</p><p>Beijing’s recent stimulus announcements “have led the market to believe that policy makers have become more concerned about taking sufficient action to curtail left-tail growth risk,” strategists including Tim Moe wrote in a note dated Oct. 5.</p><p>Bond ‘Challenges’</p><p>Some investors and strategists are also wary about what the stimulus blitz means for the nation’s bonds and currency.</p><p>China’s bonds have dropped since the stock rally started, ending at least temporarily a period in which yields set successive record lows as investors bought haven assets.</p><p>“There are still major challenges to be resolved, and it’s not an easy road,” said Lynn Song, chief economist for Greater China at ING Bank in Hong Kong. “We need to ensure that this policy blitz is effective in stabilizing the downward trajectory of the housing market and not just result in a rush of hot money to equities.”</p><p>Bonds may become a beneficiary if the stock market cools, Song said. “There’s certainly a risk we could revert back to the previous months’ environment if anything goes wrong in the next steps ahead.”</p><p style=\"text-align: start;\">Yuan traders will be watching out on Tuesday for the central bank’s daily reference rate, the level around which the currency is allowed to trade. The onshore yuan has strengthened more than 1% in the past month to approach the key level of 7 per dollar. A break of that barrier may trigger a further rally.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","BIDU":"百度","TIGR":"老虎证券","NTES":"网易","YINN":"三倍做多富时中国ETF-Direxion","JD":"京东","NIO":"蔚来","BABA":"阿里巴巴","DRAG":"中国龙ETF-Roundhill","TCOM":"携程网","XPEV":"小鹏汽车","BILI":"哔哩哔哩","PDD":"拼多多"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113715460","content_text":"Chinese ADRs and ETFs jumped in premarket trading. YINN rose 7.8%; Tiger rose 11%; Li Auto rose 5%; XPeng rose 3%; Alibaba rose 3%; Nio rose 2.2%; PDD Holdings rose 1%.The world-beating rally in Chinese stocks is failing to convince many global fund managers and strategists.Invesco Ltd., JPMorgan Asset Management, HSBC Global Private Banking and Wealth, and Nomura Holdings Inc. are among those viewing the recent rebound with skepticism and waiting for Beijing to back up its stimulus pledges with real money. Some are also concerned many stocks are already reaching overvalued levels.Chinese shares have skyrocketed since late-September as a barrage of economic, financial and market-support measures reinvigorated investor confidence. The Hang Seng China Enterprises Index, which comprises Chinese stocks listed in Hong Kong, has jumped more than 35% over the past month, making it the best performer among more than 90 global equity gauges tracked by Bloomberg, while raising concern it may be too far, too fast.“In the short term, sentiment could overshoot but people will go back to fundamentals,” said Raymond Ma, Invesco’s chief investment officer for Hong Kong and Mainland China. “Because of this rally, some stocks have become really overvalued” and they lack a clear value proposition based on their likely earnings performance, he said.Stimulus announced by Beijing has included interest-rate cuts, freeing-up of cash at banks, billions of dollars of liquidity support for stocks, and a vow to end the long-term slide in property prices. The China National Development and Reform Commission will host a press conference Tuesday to discuss implementation of a package of incremental economic policies.While there’s plenty of optimism that could underpin a sustainable equity rally, there have been a number of false dawns before, most recently a rally in February that completely unwound.Ma at Invesco, who was one of relatively few China bulls coming into this year, said he’s in no rush to add to his investments now.“There are a group of stocks whose share prices are up by 30% to 40% and almost at historical highs,” he said. “Whether in the next 12 months the fundamentals will be as good as before their peak, that’s more uncertain to me. That would be the category we would like to trim.”The surge in the past two weeks has seen Chinese equities reassert their influence over broader emerging-market gauges, and dented the performance of fund managers who had been running underweight positions in the biggest developing-nation economy. The durability of the rebound will not only matter for the year-end performance of index-tracking funds, but also have direct implications for nations that have trading and investment links with China.JPMorgan Asset Management is just as cautious.“Additional policy steps would be needed to boost economic activity and confidence,” said Tai Hui, Asia Pacific chief market strategist in Hong Kong. “The policies announced so far can help to smoothen out the de-leveraging process, but the balance-sheet repairing would still need to take place.”Hui also pointed to global uncertainties that may crimp the nascent stock rally.“With the U.S. elections only a month away, many investors would argue that the U.S. view of China as an economic and geopolitical rival is a bipartisan consensus,” he said. Moreover, “foreign investors may choose to wait for economic data to bottom out and for this new policy direct to solidify,’ he said.Slowing GrowthHSBC Global Private Banking remains concerned the steps China has taken aren’t enough to reverse the nation’s slowing long-term growth outlook.“More significant fiscal easing is still needed to sustain the recovery momentum and shore up growth to achieve the 5% 2024 GDP growth target,” said Cheuk Wan Fan, chief investment officer for Asia at the private bank in Hong Kong. “For now, we stay neutral on mainland China and Hong Kong equities based on our expectation of China’s GDP growth decelerating from 4.9% in 2024 to 4.5% in 2025.”Goldman PositiveSome are predicting further gains.Goldman Sachs Group Inc. has upgraded its call on Chinese stocks to overweight, and said indexes tracking the nation’s equities may rise another 15%-to-20% if authorities deliver on policy measures.Beijing’s recent stimulus announcements “have led the market to believe that policy makers have become more concerned about taking sufficient action to curtail left-tail growth risk,” strategists including Tim Moe wrote in a note dated Oct. 5.Bond ‘Challenges’Some investors and strategists are also wary about what the stimulus blitz means for the nation’s bonds and currency.China’s bonds have dropped since the stock rally started, ending at least temporarily a period in which yields set successive record lows as investors bought haven assets.“There are still major challenges to be resolved, and it’s not an easy road,” said Lynn Song, chief economist for Greater China at ING Bank in Hong Kong. “We need to ensure that this policy blitz is effective in stabilizing the downward trajectory of the housing market and not just result in a rush of hot money to equities.”Bonds may become a beneficiary if the stock market cools, Song said. “There’s certainly a risk we could revert back to the previous months’ environment if anything goes wrong in the next steps ahead.”Yuan traders will be watching out on Tuesday for the central bank’s daily reference rate, the level around which the currency is allowed to trade. The onshore yuan has strengthened more than 1% in the past month to approach the key level of 7 per dollar. A break of that barrier may trigger a further rally.","news_type":1,"symbols_score_info":{"BABA":1.1,"BIDU":1.1,"BILI":1.1,"DRAG":1.1,"JD":1.1,"LI":1.1,"NIO":1.1,"NTES":1.1,"PDD":1.1,"TCOM":1.1,"TIGR":1.1,"XPEV":1.1,"YINN":1.1}},"isVote":1,"tweetType":1,"viewCount":1165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}