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叫我冯同学

叫我冯同学

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叫我冯同学

08-14

$银诺医药-B(02591)$ 多少买一点

叫我冯同学

08-04

$美国超微公司(AMD)$ 第二个英伟达，逢低上车，剑指万亿市值

叫我冯同学

07-31

开盘60美元

叫我冯同学

07-29

$美国超微公司(AMD)$ 继续拿稳，财报后破200

叫我冯同学

07-15

$台积电(TSM)$ 需求旺盛，看好250

叫我冯同学

2023-10-17

说说你对这篇新闻的看法...

减肥药热度超过AI！美股必须消费品遭遇“创纪录做空”

叫我冯同学

2021-05-12

$百度(BIDU)$哦，不跌了？unbelievable

叫我冯同学

2021-03-04

$百度(BIDU)$哦日，又没抛出

叫我冯同学

2021-02-21

雷老板是给足时间大伙上车，这个位置不高不低，果断上车

小米集团：电动汽车制造业务的研究还没有到正式立项阶段

叫我冯同学

2020-09-01

$美国航空(AAL)$？？？

叫我冯同学

2020-09-01

$Zoom(ZM)$空？

叫我冯同学

2020-08-28

$小米集团-W(01810)$23块要稳住吧？

叫我冯同学

2020-08-28

$小米集团-W(01810)$牛逼大了

叫我冯同学

2020-08-27

$波音(BA)$这天摋的无语

叫我冯同学

2020-08-27

$小鹏汽车(XPEV)$~5股，雨露均沾啊，看来比农夫山泉有点甜好

叫我冯同学

2020-08-27

$波音(BA)$今晚给我冲，冲上200解恨

叫我冯同学

2020-08-27

$农夫山泉(09633)$已拒绝，申购费都省了，还不如小鹏

叫我冯同学

2020-08-27

$小米集团-W(01810)$上升通道已打开，耐心持股

叫我冯同学

2020-08-27

$小米集团-W(01810)$我的小米终于上21了，500年了，500年了

叫我冯同学

2020-08-27

$小米集团-W(01810)$小米预期很好，市场预期小米取代部分华为手机份额，因为华为手机芯片断供，出货肯定下降

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需求旺盛，看好250","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/456941787877432","isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":231337150996784,"gmtCreate":1697502024812,"gmtModify":1697502026170,"author":{"id":"3520657423025620","authorId":"3520657423025620","name":"叫我冯同学","avatar":"https://static.tigerbbs.com/8461f56e2a222c2d5c0ef83f7e9ce8d3","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3520657423025620","idStr":"3520657423025620"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/231337150996784","repostId":"1194964415","repostType":2,"repost":{"id":"1194964415","kind":"news","pubTimestamp":1697501671,"share":"https://www.laohu8.com/m/news/1194964415?lang=&edition=full","pubTime":"2023-10-17 08:14","market":"us","language":"zh","title":"减肥药热度超过AI！美股必须消费品遭遇“创纪录做空”","url":"https://stock-news.laohu8.com/highlight/detail?id=1194964415","media":"华尔街见闻","summary":"上周，必需消费品是美股净空仓规模最多的板块，对冲基金抛售该板块的速度为11周来最快。美股市场对减肥药/GLP-1的兴奋程度现在已经超过了主导2023年上半年的AI热潮。流入必需消费品板块的做空资金连续六周增加，卖空的名义价值为三个月来最大，超过了过去五年98%的水平。最后，高盛交易部门讨论了医疗保健领域的“巨变”：减肥药热潮中的美股赢家与输家的差距，已超过今年上半年AI热潮中赢家与输家的差距。","content":"<html><head></head><body><blockquote><p><strong>上周，必需消费品是美股净空仓规模最多的板块，对冲基金抛售该板块的速度为11周来最快。美股市场对减肥药/GLP-1的兴奋程度现在已经超过了主导2023年上半年的AI热潮。</strong></p></blockquote><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/GS\">高盛</a>的新近报告展示了“聪明钱”投资美股的新动向：一方面，大举做空必需消费品，一方面，大力押注减肥药，减肥药取代了人工智能（AI），成为“新宠”。</p><p style=\"text-align: justify;\">高盛主经纪商业务（PB）报告显示，<strong>上周，必需消费品是美股净空仓规模最多的板块，其中卖空的规模是做多买入规模的四倍</strong>，在非必需消费品板块跑输大盘之际，对冲基金抛售该板块的速度为11周来最快。</p><p style=\"text-align: justify;\">流入必需消费品板块的做空资金连续六周增加，卖空的名义价值为三个月来最大，超过了过去五年98%的水平。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c14fa3b22ef6dccd4ea6a844fd46e6b\" tg-width=\"608\" tg-height=\"504\"/></p><p style=\"text-align: justify;\"><strong>必需消费品板块中，几乎所有的细分板块上周资金流向都是净卖空</strong>，其中以家居用品、饮料和食品为首。虽然总风险敞口和净敞口均有所下降，但除非市场情绪逆转，否则两者转为做多还有很长的路要走。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e294230c3ed251fdfc938c9a39e2da83\" tg-width=\"640\" tg-height=\"374\"/></p><p style=\"text-align: justify;\">造成必需消费品被大举做空的因素有很多，<strong>比如高利率、通胀下降及其对定价权的影响，也包括目前市面最火爆的胰高血糖素样肽（GLP）-1减肥药。</strong></p><p style=\"text-align: justify;\">高盛消费类股交易员Scott Feiler在周一到报告中预计，本周，对必需消费品板块的负面情绪可能持续。除了上述高盛PE数据显示的对冲基金做空资金流规模，报告还提到两点。</p><p style=\"text-align: justify;\">一是本周三<a href=\"https://laohu8.com/S/PG\">宝洁</a>将发布三季报，高盛预计宝洁的有机销售增速将更接近7%到8%，强于市场共识预期的5.8%，毛利率也将高于预期，但鉴于外汇的负面影响，EPS将更温和。宝洁可能不会改变必需消费品整体板块的市场情绪，但可能是少数财报季EPS盈利为正值的成份股之一。</p><p style=\"text-align: justify;\">二是新兴的热门股GLP-1减肥药。报告预计它仍会是最热议的主题，并且显然会对消费类股有影响。</p><p style=\"text-align: justify;\">另外，高盛必需消费品行业的分析师Jason English等人本周一发布的另一报告重点介绍了对GLP-1的一些看法，他们注意到治疗GLP-1副作用(恶心等)的产品销量有所增加。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1fb281bf160dfa1c7426457189aed543\" tg-width=\"640\" tg-height=\"563\"/></p><p style=\"text-align: justify;\">报告总结了一些要点，包括：</p><blockquote><p style=\"text-align: justify;\">对给予买入评级的<a href=\"https://laohu8.com/S/0NZM.UK\">欧莱雅</a>有信心，认为这是美妆用品的利好；</p><p style=\"text-align: justify;\">认为功能性饮品的表现会有韧性；</p><p style=\"text-align: justify;\">对零售的打击没有像人们担心的那么大，2019年来，巧克力类别在分析群体中的表现和更广泛人群中的相同，口香糖和糖果类别的表现实际上优于它；</p><p style=\"text-align: justify;\">奶昔和能量棒方面，对Bellring Brands（BRBR）旗下的健康奶昔来说是大利好，对Simply Good Foods（SMPL）旗下的产品来说影响更复杂，其控制体重的能量棒是表现最落后的，营养类能量棒则是迎来利好。</p><p style=\"text-align: justify;\">传统早餐类股承压，比如咖啡和谷物类产品，比如高盛给予卖出评级的WK Kellogg（KLG）和J M Smucker（SJM）。</p><p style=\"text-align: justify;\">苏打水方面，可能是因为低热量和无糖产品普遍存在，高盛的分析结果显示，这类个股比预期的所受影响更小。</p></blockquote><p style=\"text-align: justify;\"><strong>最后，高盛交易部门讨论了医疗保健领域的“巨变”：</strong>减肥药热潮中的美股赢家与输家的差距，已超过今年上半年AI热潮中赢家与输家的差距。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07e0d82be416381ce9968d8684228817\" tg-width=\"640\" tg-height=\"515\"/></p><p style=\"text-align: justify;\">高盛分析师Asad Haider在报告中分享了他对高盛GLP-1配对篮子差异扩大的看法，因为投资者考虑到GLP-1的使用对更广泛的医疗技术和医院手术量的潜在破坏性影响，下图展示了预计未来几个月、直到明年年中将发布结果的二期和三期GLP-1试验名称、相关企业、关注重点、影响的个股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c07e36b0e23ab652e920a55d2336fd8c\" tg-width=\"640\" tg-height=\"710\"/></p><p style=\"text-align: justify;\">下图显示了，<strong>市场对减肥药/GLP-1的兴奋程度</strong>(以GLP-1赢家和输家的比例衡量)<strong>现在已经超过了主导2023年上半年的AI热潮。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa43f6b29cf3af45d78b6830ded71f37\" tg-width=\"640\" tg-height=\"403\"/></p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>减肥药热度超过AI！美股必须消费品遭遇“创纪录做空”</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{ 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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减肥药热度超过AI！美股必须消费品遭遇“创纪录做空”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-17 08:14 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3699755><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>上周，必需消费品是美股净空仓规模最多的板块，对冲基金抛售该板块的速度为11周来最快。美股市场对减肥药/GLP-1的兴奋程度现在已经超过了主导2023年上半年的AI热潮。高盛的新近报告展示了“聪明钱”投资美股的新动向：一方面，大举做空必需消费品，一方面，大力押注减肥药，减肥药取代了人工智能（AI），成为“新宠”。高盛主经纪商业务（PB）报告显示，上周，必需消费品是美股净空仓规模最多的板块，其中卖空的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3699755\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/092fd40f851afdd8f616f9b4148d2720","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3699755","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194964415","content_text":"上周，必需消费品是美股净空仓规模最多的板块，对冲基金抛售该板块的速度为11周来最快。美股市场对减肥药/GLP-1的兴奋程度现在已经超过了主导2023年上半年的AI热潮。高盛的新近报告展示了“聪明钱”投资美股的新动向：一方面，大举做空必需消费品，一方面，大力押注减肥药，减肥药取代了人工智能（AI），成为“新宠”。高盛主经纪商业务（PB）报告显示，上周，必需消费品是美股净空仓规模最多的板块，其中卖空的规模是做多买入规模的四倍，在非必需消费品板块跑输大盘之际，对冲基金抛售该板块的速度为11周来最快。流入必需消费品板块的做空资金连续六周增加，卖空的名义价值为三个月来最大，超过了过去五年98%的水平。必需消费品板块中，几乎所有的细分板块上周资金流向都是净卖空，其中以家居用品、饮料和食品为首。虽然总风险敞口和净敞口均有所下降，但除非市场情绪逆转，否则两者转为做多还有很长的路要走。造成必需消费品被大举做空的因素有很多，比如高利率、通胀下降及其对定价权的影响，也包括目前市面最火爆的胰高血糖素样肽（GLP）-1减肥药。高盛消费类股交易员Scott Feiler在周一到报告中预计，本周，对必需消费品板块的负面情绪可能持续。除了上述高盛PE数据显示的对冲基金做空资金流规模，报告还提到两点。一是本周三宝洁将发布三季报，高盛预计宝洁的有机销售增速将更接近7%到8%，强于市场共识预期的5.8%，毛利率也将高于预期，但鉴于外汇的负面影响，EPS将更温和。宝洁可能不会改变必需消费品整体板块的市场情绪，但可能是少数财报季EPS盈利为正值的成份股之一。二是新兴的热门股GLP-1减肥药。报告预计它仍会是最热议的主题，并且显然会对消费类股有影响。另外，高盛必需消费品行业的分析师Jason English等人本周一发布的另一报告重点介绍了对GLP-1的一些看法，他们注意到治疗GLP-1副作用(恶心等)的产品销量有所增加。报告总结了一些要点，包括：对给予买入评级的欧莱雅有信心，认为这是美妆用品的利好；认为功能性饮品的表现会有韧性；对零售的打击没有像人们担心的那么大，2019年来，巧克力类别在分析群体中的表现和更广泛人群中的相同，口香糖和糖果类别的表现实际上优于它；奶昔和能量棒方面，对Bellring Brands（BRBR）旗下的健康奶昔来说是大利好，对Simply Good Foods（SMPL）旗下的产品来说影响更复杂，其控制体重的能量棒是表现最落后的，营养类能量棒则是迎来利好。传统早餐类股承压，比如咖啡和谷物类产品，比如高盛给予卖出评级的WK Kellogg（KLG）和J M Smucker（SJM）。苏打水方面，可能是因为低热量和无糖产品普遍存在，高盛的分析结果显示，这类个股比预期的所受影响更小。最后，高盛交易部门讨论了医疗保健领域的“巨变”：减肥药热潮中的美股赢家与输家的差距，已超过今年上半年AI热潮中赢家与输家的差距。高盛分析师Asad Haider在报告中分享了他对高盛GLP-1配对篮子差异扩大的看法，因为投资者考虑到GLP-1的使用对更广泛的医疗技术和医院手术量的潜在破坏性影响，下图展示了预计未来几个月、直到明年年中将发布结果的二期和三期GLP-1试验名称、相关企业、关注重点、影响的个股。下图显示了，市场对减肥药/GLP-1的兴奋程度(以GLP-1赢家和输家的比例衡量)现在已经超过了主导2023年上半年的AI热潮。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":193334435,"gmtCreate":1620754909027,"gmtModify":1620754909027,"author":{"id":"3520657423025620","authorId":"3520657423025620","name":"叫我冯同学","avatar":"https://static.tigerbbs.com/8461f56e2a222c2d5c0ef83f7e9ce8d3","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3520657423025620","idStr":"3520657423025620"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>哦，不跌了？unbelievable","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>哦，不跌了？unbelievable","text":"$百度(BIDU)$哦，不跌了？unbelievable","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193334435","isVote":1,"tweetType":1,"viewCount":2731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364431819,"gmtCreate":1614869296632,"gmtModify":1703482272490,"author":{"id":"3520657423025620","authorId":"3520657423025620","name":"叫我冯同学","avatar":"https://static.tigerbbs.com/8461f56e2a222c2d5c0ef83f7e9ce8d3","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3520657423025620","idStr":"3520657423025620"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>哦日，又没抛出","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>哦日，又没抛出","text":"$百度(BIDU)$哦日，又没抛出","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364431819","isVote":1,"tweetType":1,"viewCount":1755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360678580,"gmtCreate":1613914962740,"gmtModify":1613914962740,"author":{"id":"3520657423025620","authorId":"3520657423025620","name":"叫我冯同学","avatar":"https://static.tigerbbs.com/8461f56e2a222c2d5c0ef83f7e9ce8d3","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3520657423025620","idStr":"3520657423025620"},"themes":[],"htmlText":"雷老板是给足时间大伙上车，这个位置不高不低，果断上车","listText":"雷老板是给足时间大伙上车，这个位置不高不低，果断上车","text":"雷老板是给足时间大伙上车，这个位置不高不低，果断上车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360678580","repostId":"1177371356","repostType":4,"repost":{"id":"1177371356","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":1613908733,"share":"https://www.laohu8.com/m/news/1177371356?lang=&edition=full","pubTime":"2021-02-21 19:58","market":"hk","language":"zh","title":"小米集团：电动汽车制造业务的研究还没有到正式立项阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=1177371356","media":"老虎资讯综合","summary":"2月21日讯，小米集团在港公告，注意到近日若干媒体有关本集团拟进入电动汽车制造行业的报导。本集团一直关注电动汽车生态的发展，并就相关行业态势进行持续评估及研究。本集团就电动汽车制造业务的研究还没有到正式立项阶段。","content":"<p>2月21日讯，小米集团在港公告，注意到近日若干媒体有关本集团拟进入电动汽车制造行业的报导。本集团一直关注电动汽车生态的发展，并就相关行业态势进行持续评估及研究。本集团就电动汽车制造业务的研究还没有到正式立项阶段。</p>\n<p><img src=\"https://static.tigerbbs.com/3de0ddb17380d1d3e70b53261cff1cdc\"></p>\n<p><br></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小米集团：电动汽车制造业务的研究还没有到正式立项阶段</title>\n<style 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19:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2月21日讯，小米集团在港公告，注意到近日若干媒体有关本集团拟进入电动汽车制造行业的报导。本集团一直关注电动汽车生态的发展，并就相关行业态势进行持续评估及研究。本集团就电动汽车制造业务的研究还没有到正式立项阶段。</p>\n<p><img src=\"https://static.tigerbbs.com/3de0ddb17380d1d3e70b53261cff1cdc\"></p>\n<p><br></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a05af8ce4f3dfb13a3f12e28b812d9a4","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177371356","content_text":"2月21日讯，小米集团在港公告，注意到近日若干媒体有关本集团拟进入电动汽车制造行业的报导。本集团一直关注电动汽车生态的发展，并就相关行业态势进行持续评估及研究。本集团就电动汽车制造业务的研究还没有到正式立项阶段。","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":2486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":971596006,"gmtCreate":1598974586705,"gmtModify":1704220942954,"author":{"id":"3520657423025620","authorId":"3520657423025620","name":"叫我冯同学","avatar":"https://static.tigerbbs.com/8461f56e2a222c2d5c0ef83f7e9ce8d3","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3520657423025620","idStr":"3520657423025620"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>我不敢空，怕了","text":"$跟谁学(GSX)$我不敢空，怕了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/955530785","isVote":1,"tweetType":1,"viewCount":1718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":973943099,"gmtCreate":1598436567511,"gmtModify":1704218836728,"author":{"id":"3520657423025620","authorId":"3520657423025620","name":"叫我冯同学","avatar":"https://static.tigerbbs.com/8461f56e2a222c2d5c0ef83f7e9ce8d3","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520657423025620","authorIdStr":"3520657423025620"},"themes":[],"htmlText":"什么？利润超预期17亿？？？？？","listText":"什么？利润超预期17亿？？？？？","text":"什么？利润超预期17亿？？？？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/973943099","repostId":"1142665785","repostType":4,"repost":{"id":"1142665785","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":1598436126,"share":"https://www.laohu8.com/m/news/1142665785?lang=&edition=full","pubTime":"2020-08-26 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tg-height=\"416\"></p><p>财报显示，2020年第二季度，全球疫情对整体智能手机市场带来较大影响。本季度智能手机部分的收入为人民币316亿元，同比下滑1.2%，本季度我们的智能手机销量为2830万部。</p><p>与此同时，受益于中高端手机销量占比上升，我们全球智能手机平均售价（「ASP」）持续提升，同比上涨11.8%，环比上涨7.5%。根据Canalys的统计，2020年第二季度，我们全球智能手机出货量排名全球第四，市场占有率为10.1%。</p><p><b>业务细分</b></p><ul><li>2020年第二季度，小米集团互联网服务收入为人民币59亿元，同比增长29.0%，占总收入的11.0%。广告，游戏及其他增值服务均实现增长。</li></ul><ul><li>2020年6月，MIUI月活跃用户增长至343.5百万人，同比增长23.3%。其中，中国大陆的MIUI月活跃用户为109.7百万人。</li></ul><ul><li>2020年第二季度，小米广告业务收入为人民币31亿元，同比增长23.2%。2020年第二季度，游戏收入达人民币10亿元，同比增长54.5%，主要得益于二季度中国大陆游戏市场持续的良好表现。</li></ul><ul><li>2020年第二季度，其他互联网增值服务收入达人民币18亿元，同比增长27.0%，主要原因是金融科技业务、有品电商平台及电视会员收入的增长。</li></ul><ul><li>2020年第二季度，中国大陆智能手机广告和游戏以外的互联网服务收入，包括有品电商平台、金融科技业务、电视互联网服务及境外互联网服务所产生的收入，同比增长39.5%，占互联网服务总收入的39.0%。</li></ul><ul><li>2020年第二季度，IoT与生活消费产品部分收入为人民币153亿元，较去年同期增长2.1%。</li></ul><ul><li>智能电视及笔记本电脑的销售收入由2019年第二季度的人民币55亿元减少12.2%至2020年第二季度的人民币48亿元，主要是由于疫情影响导致销售活动减少及笔记本电脑缺乏新产品所致。疫情对小米集团部分产品的生产、运输、销售及发布节奏均带来影响，导致整体增速放缓。第二季度全球电视市场出货整体放缓，小米智能电视的全球出货量仍达到280万台，保持同比增长。根据奥维云网统计，2020年第二季度小米电视出货量连续6个季度稳居中国大陆电视出货量第一位。</li></ul><ul><li>2020年第二季度，小米境外市场收入为人民币240亿元，同比增长10.0%，占总收入的44.9%。</li></ul><ul><li>根据Canalys的数据，二季度，在欧洲地区小米的智能手机出货量同比增长64.9%，市占率16.8%，排名首次升至前三。在西欧，小米的智能手机出货量同比增速达到115.9%，市占率12.4%。此外，2020年第二季度，小米智能手机出货量在印度智能手机市场的市占率为30.7%。在拉美、中东和非洲地区，小米智能手机出货量同比增长分别达到99.4%，66.3%，和113.0%。</li></ul><p><b>雷军解读</b></p><p>雷军随后发布微博表示，小米集团2020年Q2财报再次超出市场预期。手机站稳高端，全球前四。AIoT业务领先，智能电视出货量稳居中国第一，进入全球前五。并表示，感谢。大家支持，我们一起，相信自己，一往无前</p><p><b>以下为雷军微博原文：</b></p><p>小米集团2020年Q2总收入535亿元，调整后净利34亿元，再次超出市场预期。</p><p>手机站稳高端，全球前四。欧洲手机市场增速第一，首次进入欧洲份额前三。西班牙市场第一，法国市场第二。AIoT业务领先，智能电视出货量稳居中国第一，进入全球前五。</p><p>感谢大家支持，我们一起，相信自己，一往无前！</p><p><b>高管任命</b></p><p>小米集团宣布：董事会欣然宣布首席财务官遴选委员会已遴选林世伟先生为首席财务官。林先生获委任为首席财务官兼本公司副总裁，将于2020年10月8日开始担任有关职务。</p><p><b>一图看懂小米财报</b></p><p><img src=\"https://static.tigerbbs.com/e80f5bd8565d167950a4bfdab457decb\" tg-width=\"1080\" tg-height=\"4655\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小米2020年第二季度营收535.38亿元，超市场预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小米2020年第二季度营收535.38亿元，超市场预期\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\">2020-08-26 18:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月26日，<a href=\"https://laohu8.com/S/01810\">小米集团</a>发布2020年第二季度财报。</p><p><b>整体概况</b></p><ul><li>2020年第二季度营收535.38亿元，市场预期502.6亿元，去年同期519.51亿元；</li><li>2020年第二季度净利润44.94亿元，去年同期19.56亿元；</li><li>2020年第二季度经调整净利润33.73亿元，去年同期36.35亿元；</li><li>2020年第二季度摊薄后每股盈利0.183元，市场预期0.08元，去年同期0.079元。</li></ul><p><img src=\"https://static.tigerbbs.com/4d763cfc07c7eb95fc5fe7956d930b72\" tg-width=\"936\" tg-height=\"411\"></p><p><img src=\"https://static.tigerbbs.com/cc2f2dde6496d04fce9ae8fb0c470c34\" tg-width=\"959\" tg-height=\"416\"></p><p>财报显示，2020年第二季度，全球疫情对整体智能手机市场带来较大影响。本季度智能手机部分的收入为人民币316亿元，同比下滑1.2%，本季度我们的智能手机销量为2830万部。</p><p>与此同时，受益于中高端手机销量占比上升，我们全球智能手机平均售价（「ASP」）持续提升，同比上涨11.8%，环比上涨7.5%。根据Canalys的统计，2020年第二季度，我们全球智能手机出货量排名全球第四，市场占有率为10.1%。</p><p><b>业务细分</b></p><ul><li>2020年第二季度，小米集团互联网服务收入为人民币59亿元，同比增长29.0%，占总收入的11.0%。广告，游戏及其他增值服务均实现增长。</li></ul><ul><li>2020年6月，MIUI月活跃用户增长至343.5百万人，同比增长23.3%。其中，中国大陆的MIUI月活跃用户为109.7百万人。</li></ul><ul><li>2020年第二季度，小米广告业务收入为人民币31亿元，同比增长23.2%。2020年第二季度，游戏收入达人民币10亿元，同比增长54.5%，主要得益于二季度中国大陆游戏市场持续的良好表现。</li></ul><ul><li>2020年第二季度，其他互联网增值服务收入达人民币18亿元，同比增长27.0%，主要原因是金融科技业务、有品电商平台及电视会员收入的增长。</li></ul><ul><li>2020年第二季度，中国大陆智能手机广告和游戏以外的互联网服务收入，包括有品电商平台、金融科技业务、电视互联网服务及境外互联网服务所产生的收入，同比增长39.5%，占互联网服务总收入的39.0%。</li></ul><ul><li>2020年第二季度，IoT与生活消费产品部分收入为人民币153亿元，较去年同期增长2.1%。</li></ul><ul><li>智能电视及笔记本电脑的销售收入由2019年第二季度的人民币55亿元减少12.2%至2020年第二季度的人民币48亿元，主要是由于疫情影响导致销售活动减少及笔记本电脑缺乏新产品所致。疫情对小米集团部分产品的生产、运输、销售及发布节奏均带来影响，导致整体增速放缓。第二季度全球电视市场出货整体放缓，小米智能电视的全球出货量仍达到280万台，保持同比增长。根据奥维云网统计，2020年第二季度小米电视出货量连续6个季度稳居中国大陆电视出货量第一位。</li></ul><ul><li>2020年第二季度，小米境外市场收入为人民币240亿元，同比增长10.0%，占总收入的44.9%。</li></ul><ul><li>根据Canalys的数据，二季度，在欧洲地区小米的智能手机出货量同比增长64.9%，市占率16.8%，排名首次升至前三。在西欧，小米的智能手机出货量同比增速达到115.9%，市占率12.4%。此外，2020年第二季度，小米智能手机出货量在印度智能手机市场的市占率为30.7%。在拉美、中东和非洲地区，小米智能手机出货量同比增长分别达到99.4%，66.3%，和113.0%。</li></ul><p><b>雷军解读</b></p><p>雷军随后发布微博表示，小米集团2020年Q2财报再次超出市场预期。手机站稳高端，全球前四。AIoT业务领先，智能电视出货量稳居中国第一，进入全球前五。并表示，感谢。大家支持，我们一起，相信自己，一往无前</p><p><b>以下为雷军微博原文：</b></p><p>小米集团2020年Q2总收入535亿元，调整后净利34亿元，再次超出市场预期。</p><p>手机站稳高端，全球前四。欧洲手机市场增速第一，首次进入欧洲份额前三。西班牙市场第一，法国市场第二。AIoT业务领先，智能电视出货量稳居中国第一，进入全球前五。</p><p>感谢大家支持，我们一起，相信自己，一往无前！</p><p><b>高管任命</b></p><p>小米集团宣布：董事会欣然宣布首席财务官遴选委员会已遴选林世伟先生为首席财务官。林先生获委任为首席财务官兼本公司副总裁，将于2020年10月8日开始担任有关职务。</p><p><b>一图看懂小米财报</b></p><p><img src=\"https://static.tigerbbs.com/e80f5bd8565d167950a4bfdab457decb\" tg-width=\"1080\" tg-height=\"4655\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3df686d3a6ca977e8c6841905eb7e18c","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142665785","content_text":"8月26日，小米集团发布2020年第二季度财报。整体概况2020年第二季度营收535.38亿元，市场预期502.6亿元，去年同期519.51亿元；2020年第二季度净利润44.94亿元，去年同期19.56亿元；2020年第二季度经调整净利润33.73亿元，去年同期36.35亿元；2020年第二季度摊薄后每股盈利0.183元，市场预期0.08元，去年同期0.079元。财报显示，2020年第二季度，全球疫情对整体智能手机市场带来较大影响。本季度智能手机部分的收入为人民币316亿元，同比下滑1.2%，本季度我们的智能手机销量为2830万部。与此同时，受益于中高端手机销量占比上升，我们全球智能手机平均售价（「ASP」）持续提升，同比上涨11.8%，环比上涨7.5%。根据Canalys的统计，2020年第二季度，我们全球智能手机出货量排名全球第四，市场占有率为10.1%。业务细分2020年第二季度，小米集团互联网服务收入为人民币59亿元，同比增长29.0%，占总收入的11.0%。广告，游戏及其他增值服务均实现增长。2020年6月，MIUI月活跃用户增长至343.5百万人，同比增长23.3%。其中，中国大陆的MIUI月活跃用户为109.7百万人。2020年第二季度，小米广告业务收入为人民币31亿元，同比增长23.2%。2020年第二季度，游戏收入达人民币10亿元，同比增长54.5%，主要得益于二季度中国大陆游戏市场持续的良好表现。2020年第二季度，其他互联网增值服务收入达人民币18亿元，同比增长27.0%，主要原因是金融科技业务、有品电商平台及电视会员收入的增长。2020年第二季度，中国大陆智能手机广告和游戏以外的互联网服务收入，包括有品电商平台、金融科技业务、电视互联网服务及境外互联网服务所产生的收入，同比增长39.5%，占互联网服务总收入的39.0%。2020年第二季度，IoT与生活消费产品部分收入为人民币153亿元，较去年同期增长2.1%。智能电视及笔记本电脑的销售收入由2019年第二季度的人民币55亿元减少12.2%至2020年第二季度的人民币48亿元，主要是由于疫情影响导致销售活动减少及笔记本电脑缺乏新产品所致。疫情对小米集团部分产品的生产、运输、销售及发布节奏均带来影响，导致整体增速放缓。第二季度全球电视市场出货整体放缓，小米智能电视的全球出货量仍达到280万台，保持同比增长。根据奥维云网统计，2020年第二季度小米电视出货量连续6个季度稳居中国大陆电视出货量第一位。2020年第二季度，小米境外市场收入为人民币240亿元，同比增长10.0%，占总收入的44.9%。根据Canalys的数据，二季度，在欧洲地区小米的智能手机出货量同比增长64.9%，市占率16.8%，排名首次升至前三。在西欧，小米的智能手机出货量同比增速达到115.9%，市占率12.4%。此外，2020年第二季度，小米智能手机出货量在印度智能手机市场的市占率为30.7%。在拉美、中东和非洲地区，小米智能手机出货量同比增长分别达到99.4%，66.3%，和113.0%。雷军解读雷军随后发布微博表示，小米集团2020年Q2财报再次超出市场预期。手机站稳高端，全球前四。AIoT业务领先，智能电视出货量稳居中国第一，进入全球前五。并表示，感谢。大家支持，我们一起，相信自己，一往无前以下为雷军微博原文：小米集团2020年Q2总收入535亿元，调整后净利34亿元，再次超出市场预期。手机站稳高端，全球前四。欧洲手机市场增速第一，首次进入欧洲份额前三。西班牙市场第一，法国市场第二。AIoT业务领先，智能电视出货量稳居中国第一，进入全球前五。感谢大家支持，我们一起，相信自己，一往无前！高管任命小米集团宣布：董事会欣然宣布首席财务官遴选委员会已遴选林世伟先生为首席财务官。林先生获委任为首席财务官兼本公司副总裁，将于2020年10月8日开始担任有关职务。一图看懂小米财报","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":1121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":954518052,"gmtCreate":1592977489376,"gmtModify":1704200798893,"author":{"id":"3520657423025620","authorId":"3520657423025620","name":"叫我冯同学","avatar":"https://static.tigerbbs.com/8461f56e2a222c2d5c0ef83f7e9ce8d3","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520657423025620","authorIdStr":"3520657423025620"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>操蛋，队长你是不是又做多了？","text":"$特斯拉(TSLA)$操蛋，队长你是不是又做多了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/927995489","isVote":1,"tweetType":1,"viewCount":1706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":463973666894072,"gmtCreate":1754299805274,"gmtModify":1754299806976,"author":{"id":"3520657423025620","authorId":"3520657423025620","name":"叫我冯同学","avatar":"https://static.tigerbbs.com/8461f56e2a222c2d5c0ef83f7e9ce8d3","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520657423025620","authorIdStr":"3520657423025620"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 第二个英伟达，逢低上车，剑指万亿市值","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 第二个英伟达，逢低上车，剑指万亿市值","text":"$美国超微公司(AMD)$ 第二个英伟达，逢低上车，剑指万亿市值","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/463973666894072","isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":231337150996784,"gmtCreate":1697502024812,"gmtModify":1697502026170,"author":{"id":"3520657423025620","authorId":"3520657423025620","name":"叫我冯同学","avatar":"https://static.tigerbbs.com/8461f56e2a222c2d5c0ef83f7e9ce8d3","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520657423025620","authorIdStr":"3520657423025620"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/231337150996784","repostId":"1194964415","repostType":2,"repost":{"id":"1194964415","kind":"news","pubTimestamp":1697501671,"share":"https://www.laohu8.com/m/news/1194964415?lang=&edition=full","pubTime":"2023-10-17 08:14","market":"us","language":"zh","title":"减肥药热度超过AI！美股必须消费品遭遇“创纪录做空”","url":"https://stock-news.laohu8.com/highlight/detail?id=1194964415","media":"华尔街见闻","summary":"上周，必需消费品是美股净空仓规模最多的板块，对冲基金抛售该板块的速度为11周来最快。美股市场对减肥药/GLP-1的兴奋程度现在已经超过了主导2023年上半年的AI热潮。流入必需消费品板块的做空资金连续六周增加，卖空的名义价值为三个月来最大，超过了过去五年98%的水平。最后，高盛交易部门讨论了医疗保健领域的“巨变”：减肥药热潮中的美股赢家与输家的差距，已超过今年上半年AI热潮中赢家与输家的差距。","content":"<html><head></head><body><blockquote><p><strong>上周，必需消费品是美股净空仓规模最多的板块，对冲基金抛售该板块的速度为11周来最快。美股市场对减肥药/GLP-1的兴奋程度现在已经超过了主导2023年上半年的AI热潮。</strong></p></blockquote><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/GS\">高盛</a>的新近报告展示了“聪明钱”投资美股的新动向：一方面，大举做空必需消费品，一方面，大力押注减肥药，减肥药取代了人工智能（AI），成为“新宠”。</p><p style=\"text-align: justify;\">高盛主经纪商业务（PB）报告显示，<strong>上周，必需消费品是美股净空仓规模最多的板块，其中卖空的规模是做多买入规模的四倍</strong>，在非必需消费品板块跑输大盘之际，对冲基金抛售该板块的速度为11周来最快。</p><p style=\"text-align: justify;\">流入必需消费品板块的做空资金连续六周增加，卖空的名义价值为三个月来最大，超过了过去五年98%的水平。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c14fa3b22ef6dccd4ea6a844fd46e6b\" tg-width=\"608\" tg-height=\"504\"/></p><p style=\"text-align: justify;\"><strong>必需消费品板块中，几乎所有的细分板块上周资金流向都是净卖空</strong>，其中以家居用品、饮料和食品为首。虽然总风险敞口和净敞口均有所下降，但除非市场情绪逆转，否则两者转为做多还有很长的路要走。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e294230c3ed251fdfc938c9a39e2da83\" tg-width=\"640\" tg-height=\"374\"/></p><p style=\"text-align: justify;\">造成必需消费品被大举做空的因素有很多，<strong>比如高利率、通胀下降及其对定价权的影响，也包括目前市面最火爆的胰高血糖素样肽（GLP）-1减肥药。</strong></p><p style=\"text-align: justify;\">高盛消费类股交易员Scott Feiler在周一到报告中预计，本周，对必需消费品板块的负面情绪可能持续。除了上述高盛PE数据显示的对冲基金做空资金流规模，报告还提到两点。</p><p style=\"text-align: justify;\">一是本周三<a href=\"https://laohu8.com/S/PG\">宝洁</a>将发布三季报，高盛预计宝洁的有机销售增速将更接近7%到8%，强于市场共识预期的5.8%，毛利率也将高于预期，但鉴于外汇的负面影响，EPS将更温和。宝洁可能不会改变必需消费品整体板块的市场情绪，但可能是少数财报季EPS盈利为正值的成份股之一。</p><p style=\"text-align: justify;\">二是新兴的热门股GLP-1减肥药。报告预计它仍会是最热议的主题，并且显然会对消费类股有影响。</p><p style=\"text-align: justify;\">另外，高盛必需消费品行业的分析师Jason English等人本周一发布的另一报告重点介绍了对GLP-1的一些看法，他们注意到治疗GLP-1副作用(恶心等)的产品销量有所增加。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1fb281bf160dfa1c7426457189aed543\" tg-width=\"640\" tg-height=\"563\"/></p><p style=\"text-align: justify;\">报告总结了一些要点，包括：</p><blockquote><p style=\"text-align: justify;\">对给予买入评级的<a href=\"https://laohu8.com/S/0NZM.UK\">欧莱雅</a>有信心，认为这是美妆用品的利好；</p><p style=\"text-align: justify;\">认为功能性饮品的表现会有韧性；</p><p style=\"text-align: justify;\">对零售的打击没有像人们担心的那么大，2019年来，巧克力类别在分析群体中的表现和更广泛人群中的相同，口香糖和糖果类别的表现实际上优于它；</p><p style=\"text-align: justify;\">奶昔和能量棒方面，对Bellring Brands（BRBR）旗下的健康奶昔来说是大利好，对Simply Good Foods（SMPL）旗下的产品来说影响更复杂，其控制体重的能量棒是表现最落后的，营养类能量棒则是迎来利好。</p><p style=\"text-align: justify;\">传统早餐类股承压，比如咖啡和谷物类产品，比如高盛给予卖出评级的WK Kellogg（KLG）和J M Smucker（SJM）。</p><p style=\"text-align: justify;\">苏打水方面，可能是因为低热量和无糖产品普遍存在，高盛的分析结果显示，这类个股比预期的所受影响更小。</p></blockquote><p style=\"text-align: justify;\"><strong>最后，高盛交易部门讨论了医疗保健领域的“巨变”：</strong>减肥药热潮中的美股赢家与输家的差距，已超过今年上半年AI热潮中赢家与输家的差距。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07e0d82be416381ce9968d8684228817\" tg-width=\"640\" tg-height=\"515\"/></p><p style=\"text-align: justify;\">高盛分析师Asad Haider在报告中分享了他对高盛GLP-1配对篮子差异扩大的看法，因为投资者考虑到GLP-1的使用对更广泛的医疗技术和医院手术量的潜在破坏性影响，下图展示了预计未来几个月、直到明年年中将发布结果的二期和三期GLP-1试验名称、相关企业、关注重点、影响的个股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c07e36b0e23ab652e920a55d2336fd8c\" tg-width=\"640\" tg-height=\"710\"/></p><p style=\"text-align: justify;\">下图显示了，<strong>市场对减肥药/GLP-1的兴奋程度</strong>(以GLP-1赢家和输家的比例衡量)<strong>现在已经超过了主导2023年上半年的AI热潮。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa43f6b29cf3af45d78b6830ded71f37\" tg-width=\"640\" tg-height=\"403\"/></p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>减肥药热度超过AI！美股必须消费品遭遇“创纪录做空”</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{ 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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减肥药热度超过AI！美股必须消费品遭遇“创纪录做空”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-17 08:14 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3699755><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>上周，必需消费品是美股净空仓规模最多的板块，对冲基金抛售该板块的速度为11周来最快。美股市场对减肥药/GLP-1的兴奋程度现在已经超过了主导2023年上半年的AI热潮。高盛的新近报告展示了“聪明钱”投资美股的新动向：一方面，大举做空必需消费品，一方面，大力押注减肥药，减肥药取代了人工智能（AI），成为“新宠”。高盛主经纪商业务（PB）报告显示，上周，必需消费品是美股净空仓规模最多的板块，其中卖空的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3699755\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/092fd40f851afdd8f616f9b4148d2720","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3699755","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194964415","content_text":"上周，必需消费品是美股净空仓规模最多的板块，对冲基金抛售该板块的速度为11周来最快。美股市场对减肥药/GLP-1的兴奋程度现在已经超过了主导2023年上半年的AI热潮。高盛的新近报告展示了“聪明钱”投资美股的新动向：一方面，大举做空必需消费品，一方面，大力押注减肥药，减肥药取代了人工智能（AI），成为“新宠”。高盛主经纪商业务（PB）报告显示，上周，必需消费品是美股净空仓规模最多的板块，其中卖空的规模是做多买入规模的四倍，在非必需消费品板块跑输大盘之际，对冲基金抛售该板块的速度为11周来最快。流入必需消费品板块的做空资金连续六周增加，卖空的名义价值为三个月来最大，超过了过去五年98%的水平。必需消费品板块中，几乎所有的细分板块上周资金流向都是净卖空，其中以家居用品、饮料和食品为首。虽然总风险敞口和净敞口均有所下降，但除非市场情绪逆转，否则两者转为做多还有很长的路要走。造成必需消费品被大举做空的因素有很多，比如高利率、通胀下降及其对定价权的影响，也包括目前市面最火爆的胰高血糖素样肽（GLP）-1减肥药。高盛消费类股交易员Scott Feiler在周一到报告中预计，本周，对必需消费品板块的负面情绪可能持续。除了上述高盛PE数据显示的对冲基金做空资金流规模，报告还提到两点。一是本周三宝洁将发布三季报，高盛预计宝洁的有机销售增速将更接近7%到8%，强于市场共识预期的5.8%，毛利率也将高于预期，但鉴于外汇的负面影响，EPS将更温和。宝洁可能不会改变必需消费品整体板块的市场情绪，但可能是少数财报季EPS盈利为正值的成份股之一。二是新兴的热门股GLP-1减肥药。报告预计它仍会是最热议的主题，并且显然会对消费类股有影响。另外，高盛必需消费品行业的分析师Jason English等人本周一发布的另一报告重点介绍了对GLP-1的一些看法，他们注意到治疗GLP-1副作用(恶心等)的产品销量有所增加。报告总结了一些要点，包括：对给予买入评级的欧莱雅有信心，认为这是美妆用品的利好；认为功能性饮品的表现会有韧性；对零售的打击没有像人们担心的那么大，2019年来，巧克力类别在分析群体中的表现和更广泛人群中的相同，口香糖和糖果类别的表现实际上优于它；奶昔和能量棒方面，对Bellring Brands（BRBR）旗下的健康奶昔来说是大利好，对Simply Good Foods（SMPL）旗下的产品来说影响更复杂，其控制体重的能量棒是表现最落后的，营养类能量棒则是迎来利好。传统早餐类股承压，比如咖啡和谷物类产品，比如高盛给予卖出评级的WK Kellogg（KLG）和J M Smucker（SJM）。苏打水方面，可能是因为低热量和无糖产品普遍存在，高盛的分析结果显示，这类个股比预期的所受影响更小。最后，高盛交易部门讨论了医疗保健领域的“巨变”：减肥药热潮中的美股赢家与输家的差距，已超过今年上半年AI热潮中赢家与输家的差距。高盛分析师Asad Haider在报告中分享了他对高盛GLP-1配对篮子差异扩大的看法，因为投资者考虑到GLP-1的使用对更广泛的医疗技术和医院手术量的潜在破坏性影响，下图展示了预计未来几个月、直到明年年中将发布结果的二期和三期GLP-1试验名称、相关企业、关注重点、影响的个股。下图显示了，市场对减肥药/GLP-1的兴奋程度(以GLP-1赢家和输家的比例衡量)现在已经超过了主导2023年上半年的AI热潮。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360678580,"gmtCreate":1613914962740,"gmtModify":1613914962740,"author":{"id":"3520657423025620","authorId":"3520657423025620","name":"叫我冯同学","avatar":"https://static.tigerbbs.com/8461f56e2a222c2d5c0ef83f7e9ce8d3","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520657423025620","authorIdStr":"3520657423025620"},"themes":[],"htmlText":"雷老板是给足时间大伙上车，这个位置不高不低，果断上车","listText":"雷老板是给足时间大伙上车，这个位置不高不低，果断上车","text":"雷老板是给足时间大伙上车，这个位置不高不低，果断上车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360678580","repostId":"1177371356","repostType":4,"repost":{"id":"1177371356","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":1613908733,"share":"https://www.laohu8.com/m/news/1177371356?lang=&edition=full","pubTime":"2021-02-21 19:58","market":"hk","language":"zh","title":"小米集团：电动汽车制造业务的研究还没有到正式立项阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=1177371356","media":"老虎资讯综合","summary":"2月21日讯，小米集团在港公告，注意到近日若干媒体有关本集团拟进入电动汽车制造行业的报导。本集团一直关注电动汽车生态的发展，并就相关行业态势进行持续评估及研究。本集团就电动汽车制造业务的研究还没有到正式立项阶段。","content":"<p>2月21日讯，小米集团在港公告，注意到近日若干媒体有关本集团拟进入电动汽车制造行业的报导。本集团一直关注电动汽车生态的发展，并就相关行业态势进行持续评估及研究。本集团就电动汽车制造业务的研究还没有到正式立项阶段。</p>\n<p><img src=\"https://static.tigerbbs.com/3de0ddb17380d1d3e70b53261cff1cdc\"></p>\n<p><br></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小米集团：电动汽车制造业务的研究还没有到正式立项阶段</title>\n<style 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19:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2月21日讯，小米集团在港公告，注意到近日若干媒体有关本集团拟进入电动汽车制造行业的报导。本集团一直关注电动汽车生态的发展，并就相关行业态势进行持续评估及研究。本集团就电动汽车制造业务的研究还没有到正式立项阶段。</p>\n<p><img src=\"https://static.tigerbbs.com/3de0ddb17380d1d3e70b53261cff1cdc\"></p>\n<p><br></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a05af8ce4f3dfb13a3f12e28b812d9a4","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177371356","content_text":"2月21日讯，小米集团在港公告，注意到近日若干媒体有关本集团拟进入电动汽车制造行业的报导。本集团一直关注电动汽车生态的发展，并就相关行业态势进行持续评估及研究。本集团就电动汽车制造业务的研究还没有到正式立项阶段。","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":2486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":971218566,"gmtCreate":1598965081155,"gmtModify":1704220833834,"author":{"id":"3520657423025620","authorId":"3520657423025620","name":"叫我冯同学","avatar":"https://static.tigerbbs.com/8461f56e2a222c2d5c0ef83f7e9ce8d3","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520657423025620","authorIdStr":"3520657423025620"},"themes":[],"htmlText":"<a 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