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iamateh
2022-01-25
Great ariticle, would you like to share it?
@Buy_Sell:🚀【1月20日】纳指跌入回调区间!新能源汽车股集体下挫,今天买点啥
iamateh
2022-01-25
Great ariticle, would you like to share it?
@OptionPlus:年度捡钱机会来了!最适合ATVI的期权操作!
iamateh
2022-01-25
Great ariticle, would you like to share it?
@美股研习社:美股掘金 | 议员股神佩洛西的财富密码
iamateh
2022-01-25
$Tesla Motors(TSLA)$
yolo
iamateh
2022-01-24
$Niu Technologies(NIU)$
go
iamateh
2022-01-23
$Palantir Technologies Inc.(PLTR)$
shag
iamateh
2022-01-23
go
抱歉,原内容已删除
iamateh
2022-01-22
Great ariticle, would you like to share it?
@老虎专刊:【老虎周刊】老虎社区一周十大精华文章
iamateh
2022-01-22
Great ariticle, would you like to share it?
@Roger0812:
$Tesla Motors(TSLA)$
今天又补仓期权,60多的本,现在1块多也不亏了是吧,我就想赌一赌。愿赌服输!
iamateh
2022-01-22
Great ariticle, would you like to share it?
@gugu:2021年投资总结:正确的抄底方式
iamateh
2022-01-21
Great ariticle, would you like to share it?
@话题虎:“女巴菲特”彻底栽了,木头姐一年回撤40%!仍然再加仓!
iamateh
2022-01-21
Great ariticle, would you like to share it?
@Roger0812:
$Tesla Motors(TSLA)$
今天又补仓期权,60多的本,现在1块多也不亏了是吧,我就想赌一赌。愿赌服输!
iamateh
2022-01-21
Great ariticle, would you like to share it?
@gugu:2021年投资总结:正确的抄底方式
iamateh
2022-01-21
$Palantir Technologies Inc.(PLTR)$
shag
iamateh
2022-01-20
$Under Armour(UA)$
go
iamateh
2022-01-20
$PLTR 20220218 19.0 PUT$
sad
iamateh
2022-01-20
go
抱歉,原内容已删除
iamateh
2022-01-19
hi
@老虎专刊:【老虎周刊】老虎社区一周十大精华文章
iamateh
2022-01-19
go
@gugu:2021年投资总结:正确的抄底方式
iamateh
2022-01-19
huat
@Roger0812:
$Tesla Motors(TSLA)$
今天又补仓期权,60多的本,现在1块多也不亏了是吧,我就想赌一赌。愿赌服输!
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 跌超3%,<a target=\"_blank\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 跌超2%; 地产股多数上涨,<a target=\"_blank\" href=\"https://laohu8.com/S/03383\">$雅居乐集团(03383)$</a> 涨7.5%,碧桂园服务、融创中国涨近7%; <a target=\"_blank\" href=\"https://laohu8.com/S/03883\">$中国奥园(03883)$</a> 跌5.7%,此前官宣“违约”,将不支付2022年1月到期票据剩余本息; <a target=\"_blank\" href=\"https://laohu8.com/S/02018\">$瑞声科技(02018)$</a> 跌5%,预计2021年净利润同比减少约12","text":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 1月20日,香港恒生指数开盘上涨135.3点,涨幅0.56%,报24263.15点;国企指数开盘上涨63.69点,涨幅0.75%,报8505.38点;红筹指数开盘上涨25.04点,涨幅0.6%,报4178.41点。 恒生科技指数开涨0.88%,科技股多数上扬,$网易-S(09999)$ 涨超3%,$百度集团-SW(09888)$ 涨超2%; 新能源汽车股走低,$小鹏汽车-W(09868)$ 跌超3%,$理想汽车-W(02015)$ 跌超2%; 地产股多数上涨,$雅居乐集团(03383)$ 涨7.5%,碧桂园服务、融创中国涨近7%; $中国奥园(03883)$ 跌5.7%,此前官宣“违约”,将不支付2022年1月到期票据剩余本息; $瑞声科技(02018)$ 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would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639984196","repostId":"697422155","repostType":1,"repost":{"id":697422155,"gmtCreate":1642567058619,"gmtModify":1642589799449,"author":{"id":"3527667591235607","authorId":"3527667591235607","name":"OptionPlus","avatar":"https://static.tigerbbs.com/e8009c23927adcf8b5e1e1d101178392","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667591235607","authorIdStr":"3527667591235607"},"themes":[],"title":"年度捡钱机会来了!最适合ATVI的期权操作!","htmlText":"“上帝给暴雪关上了一个door,就会给他开一扇Windows”。 <a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 在毫无征兆的情况下,宣布将以每股95美元的价格全现金<a target=\"_blank\" href=\"https://laohu8.com/S/ATVI\">$动视暴雪(ATVI)$</a> ,交易总价值687亿美元,较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案,也是微软自1975年成立以来所进行的最大一笔收购。交易完成后,微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权,暴雪旗下的游戏我就不细数了,80年代的回忆杀。全现金、明年完成!微软和暴雪的<a href=\"https://laohu8.com/RN?name=RNLive&rndata={"liveId":"16425609441647"}\" target=\"_blank\">电话会</a>中显示双方都认为这个收购是完美的!说明交易成功性非常高,这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成,也意味着微软将超过任天堂成为全球收入第三高的游戏公司,仅次于腾讯和索尼。微软CEO纳德拉表示,这笔交易将对微软下一步开发元宇宙发挥关键作用,这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多,推荐大家看今天电话会的文字稿,非常具有前瞻指导。 <a href=\"https://laohu8.com/TW/697415374\" target=\"_blank\">微软687亿美元并购动视暴雪会议纪要完整版</a>","listText":"“上帝给暴雪关上了一个door,就会给他开一扇Windows”。 <a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 在毫无征兆的情况下,宣布将以每股95美元的价格全现金<a target=\"_blank\" href=\"https://laohu8.com/S/ATVI\">$动视暴雪(ATVI)$</a> ,交易总价值687亿美元,较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案,也是微软自1975年成立以来所进行的最大一笔收购。交易完成后,微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权,暴雪旗下的游戏我就不细数了,80年代的回忆杀。全现金、明年完成!微软和暴雪的<a href=\"https://laohu8.com/RN?name=RNLive&rndata={"liveId":"16425609441647"}\" target=\"_blank\">电话会</a>中显示双方都认为这个收购是完美的!说明交易成功性非常高,这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成,也意味着微软将超过任天堂成为全球收入第三高的游戏公司,仅次于腾讯和索尼。微软CEO纳德拉表示,这笔交易将对微软下一步开发元宇宙发挥关键作用,这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多,推荐大家看今天电话会的文字稿,非常具有前瞻指导。 <a href=\"https://laohu8.com/TW/697415374\" target=\"_blank\">微软687亿美元并购动视暴雪会议纪要完整版</a>","text":"“上帝给暴雪关上了一个door,就会给他开一扇Windows”。 $微软(MSFT)$ 在毫无征兆的情况下,宣布将以每股95美元的价格全现金$动视暴雪(ATVI)$ ,交易总价值687亿美元,较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案,也是微软自1975年成立以来所进行的最大一笔收购。交易完成后,微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权,暴雪旗下的游戏我就不细数了,80年代的回忆杀。全现金、明年完成!微软和暴雪的电话会中显示双方都认为这个收购是完美的!说明交易成功性非常高,这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成,也意味着微软将超过任天堂成为全球收入第三高的游戏公司,仅次于腾讯和索尼。微软CEO纳德拉表示,这笔交易将对微软下一步开发元宇宙发挥关键作用,这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多,推荐大家看今天电话会的文字稿,非常具有前瞻指导。 微软687亿美元并购动视暴雪会议纪要完整版","images":[{"img":"https://static.tigerbbs.com/cd4d2f45c217529a7e6c7582585fd3ee","width":"890","height":"894"},{"img":"https://static.tigerbbs.com/96914bbe34bd1729e28e4b2efe18e428","width":"902","height":"922"},{"img":"https://static.tigerbbs.com/4bdd90625e539365f110b177070842bf","width":"1272","height":"372"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697422155","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639984375,"gmtCreate":1643121861364,"gmtModify":1643121886919,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554804006357295","authorIdStr":"3554804006357295"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639984375","repostId":"697815514","repostType":1,"repost":{"id":697815514,"gmtCreate":1642400304357,"gmtModify":1642423724583,"author":{"id":"4092209177497620","authorId":"4092209177497620","name":"美股研习社","avatar":"https://static.tigerbbs.com/504f9801d521d1863fa1d263ff8ea79d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092209177497620","authorIdStr":"4092209177497620"},"themes":[],"title":"美股掘金 | 议员股神佩洛西的财富密码","htmlText":"摘要:或许议员比机构持仓更有指导意义 作者:美股研习社 刚过去的21年无疑是资本市场极不寻常的一年:通胀爆表,成长股腰斩式杀估值,中概寒冬,美联储年末转鹰...投资者们面临了比往常更多的挑战。而迈入22年,美股一直处在大幅震荡中,焦虑的市场仿佛找不到方向。 那么今年到底应该买什么呢?或许这个问题可以从一个特殊的群体中找到些蛛丝马迹,比如女议员“股神”佩洛西。在说佩洛西之前,我们不妨先来对比看看20年一战封神的另一位女股神Cathie Wood,Ark基金的掌门人“木头姐”。 01 木头姐的韭菜之路? 20年木头姐因为旗舰基金Arkk重仓特斯拉走上神坛,被誉为“牛市女王”,受到一众散户追捧。而且她的每日操作公开透明,所以也方便追踪和抄作业。然而时间进入21年,如上图可见Arkk的表现可谓是江河日下,近一年回报率为触目惊心的-44.7%。 如果说是熊市,也许情有可原,然而同期标普500的表现却是+24.5——一来一回是高达近70个点的差距,如果去年选择长持Arkk的朋友可想而知...这也就是越来越多网友怒称其是“大韭菜”的原因,以至于甚至有专门做空Ark的SARK基金横空出世——如下图,SARK 11月成立以来回报率尽然高达约50%。 SARK成立以来走势 进一步来看,木头姐去年除了特斯拉,基本没有任何可圈可点的地方。而且去年Q4,她还在连续卖出特斯拉,不断加仓她认为的未来有颠覆式创新能力的公司,比如Teladoc Health,Roku、Zoom等等。 也许这些木头姐的心水股在5年乃至更久的时间也会有不错的回报,但目前仍然没有看到困境反转的点。比如Arkk目前第四重仓的Roku(持仓占比5.91%,相较21Q3仍有上升),股价自高点已下跌近70%,而关键基本面数据仍没有向好的趋势—— 从最近季度21Q3的财报数据来看,Roku的营收同比增长51%,和华尔街预期基本in lin","listText":"摘要:或许议员比机构持仓更有指导意义 作者:美股研习社 刚过去的21年无疑是资本市场极不寻常的一年:通胀爆表,成长股腰斩式杀估值,中概寒冬,美联储年末转鹰...投资者们面临了比往常更多的挑战。而迈入22年,美股一直处在大幅震荡中,焦虑的市场仿佛找不到方向。 那么今年到底应该买什么呢?或许这个问题可以从一个特殊的群体中找到些蛛丝马迹,比如女议员“股神”佩洛西。在说佩洛西之前,我们不妨先来对比看看20年一战封神的另一位女股神Cathie Wood,Ark基金的掌门人“木头姐”。 01 木头姐的韭菜之路? 20年木头姐因为旗舰基金Arkk重仓特斯拉走上神坛,被誉为“牛市女王”,受到一众散户追捧。而且她的每日操作公开透明,所以也方便追踪和抄作业。然而时间进入21年,如上图可见Arkk的表现可谓是江河日下,近一年回报率为触目惊心的-44.7%。 如果说是熊市,也许情有可原,然而同期标普500的表现却是+24.5——一来一回是高达近70个点的差距,如果去年选择长持Arkk的朋友可想而知...这也就是越来越多网友怒称其是“大韭菜”的原因,以至于甚至有专门做空Ark的SARK基金横空出世——如下图,SARK 11月成立以来回报率尽然高达约50%。 SARK成立以来走势 进一步来看,木头姐去年除了特斯拉,基本没有任何可圈可点的地方。而且去年Q4,她还在连续卖出特斯拉,不断加仓她认为的未来有颠覆式创新能力的公司,比如Teladoc Health,Roku、Zoom等等。 也许这些木头姐的心水股在5年乃至更久的时间也会有不错的回报,但目前仍然没有看到困境反转的点。比如Arkk目前第四重仓的Roku(持仓占比5.91%,相较21Q3仍有上升),股价自高点已下跌近70%,而关键基本面数据仍没有向好的趋势—— 从最近季度21Q3的财报数据来看,Roku的营收同比增长51%,和华尔街预期基本in lin","text":"摘要:或许议员比机构持仓更有指导意义 作者:美股研习社 刚过去的21年无疑是资本市场极不寻常的一年:通胀爆表,成长股腰斩式杀估值,中概寒冬,美联储年末转鹰...投资者们面临了比往常更多的挑战。而迈入22年,美股一直处在大幅震荡中,焦虑的市场仿佛找不到方向。 那么今年到底应该买什么呢?或许这个问题可以从一个特殊的群体中找到些蛛丝马迹,比如女议员“股神”佩洛西。在说佩洛西之前,我们不妨先来对比看看20年一战封神的另一位女股神Cathie Wood,Ark基金的掌门人“木头姐”。 01 木头姐的韭菜之路? 20年木头姐因为旗舰基金Arkk重仓特斯拉走上神坛,被誉为“牛市女王”,受到一众散户追捧。而且她的每日操作公开透明,所以也方便追踪和抄作业。然而时间进入21年,如上图可见Arkk的表现可谓是江河日下,近一年回报率为触目惊心的-44.7%。 如果说是熊市,也许情有可原,然而同期标普500的表现却是+24.5——一来一回是高达近70个点的差距,如果去年选择长持Arkk的朋友可想而知...这也就是越来越多网友怒称其是“大韭菜”的原因,以至于甚至有专门做空Ark的SARK基金横空出世——如下图,SARK 11月成立以来回报率尽然高达约50%。 SARK成立以来走势 进一步来看,木头姐去年除了特斯拉,基本没有任何可圈可点的地方。而且去年Q4,她还在连续卖出特斯拉,不断加仓她认为的未来有颠覆式创新能力的公司,比如Teladoc Health,Roku、Zoom等等。 也许这些木头姐的心水股在5年乃至更久的时间也会有不错的回报,但目前仍然没有看到困境反转的点。比如Arkk目前第四重仓的Roku(持仓占比5.91%,相较21Q3仍有上升),股价自高点已下跌近70%,而关键基本面数据仍没有向好的趋势—— 从最近季度21Q3的财报数据来看,Roku的营收同比增长51%,和华尔街预期基本in lin","images":[{"img":"https://static.tigerbbs.com/e80e51e3ba1c44d347259ffdcf9a90c6","width":"589","height":"297"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697815514","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639984053,"gmtCreate":1643121829814,"gmtModify":1643121886192,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554804006357295","authorIdStr":"3554804006357295"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>yolo","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>yolo","text":"$Tesla Motors(TSLA)$yolo","images":[{"img":"https://static.tigerbbs.com/1c271c787cb4095abc7de48361f6ad6d","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639984053","isVote":1,"tweetType":1,"viewCount":2823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":630424127,"gmtCreate":1643027111687,"gmtModify":1643027112304,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554804006357295","authorIdStr":"3554804006357295"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIU\">$Niu Technologies(NIU)$</a>go","listText":"<a href=\"https://laohu8.com/S/NIU\">$Niu Technologies(NIU)$</a>go","text":"$Niu Technologies(NIU)$go","images":[{"img":"https://static.tigerbbs.com/ff749ffeab0e0366e34b5306de2187b4","width":"720","height":"1917"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630424127","isVote":1,"tweetType":1,"viewCount":2851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":630250913,"gmtCreate":1642923260639,"gmtModify":1642923261288,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554804006357295","authorIdStr":"3554804006357295"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>shag","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>shag","text":"$Palantir Technologies Inc.(PLTR)$shag","images":[{"img":"https://static.tigerbbs.com/5b50dbc6ddf85fdf3fe868258f707dc0","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630250913","isVote":1,"tweetType":1,"viewCount":2585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":630227792,"gmtCreate":1642923164160,"gmtModify":1642923164820,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554804006357295","authorIdStr":"3554804006357295"},"themes":[],"htmlText":"go","listText":"go","text":"go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630227792","repostId":"2205217480","repostType":4,"isVote":1,"tweetType":1,"viewCount":2462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630204229,"gmtCreate":1642864309833,"gmtModify":1642864310455,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554804006357295","authorIdStr":"3554804006357295"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630204229","repostId":"697977771","repostType":1,"repost":{"id":697977771,"gmtCreate":1642249850069,"gmtModify":1744960781423,"author":{"id":"35433028694349","authorId":"35433028694349","name":"老虎专刊","avatar":"https://static.laohu8.com/e0b93d50cf0df54ce7b1b746f78db36c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"35433028694349","authorIdStr":"35433028694349"},"themes":[],"title":"【老虎周刊】老虎社区一周十大精华文章","htmlText":"嗨,虎友们好~这里是老虎社区每周更新的栏目“老虎周刊”。 “老虎周刊”精选老虎社区虎友们一周精华写作,希望对您的投资有所助力。 最好发现认识志同道合的虎友,一起投资一起成长。感谢虎友们支持,祝您投资顺利! 下面进入一周榜单: <a href=\"https://laohu8.com/TW/694318772\" target=\"_blank\">你别过来啊,再过来我要通胀了</a> 发布者:<a target=\"_blank\" href=\"https://laohu8.com/U/115535245075020\">@陈达美股投资</a> 有一个问题一直萦绕心间。达某与木头姐、甚至美联储(大多数官员)一样,都主观认为美国通胀是短期的,是稍纵即逝的;既然如此,继续持有成长股就不必过于慌张,理由之前说过,这里不再长篇累牍。但百密怕疏,有一个关键的问题还要考虑。这个问题是: WHAT IF 这帮人 ARE DEAD WRONG? <a href=\"https://laohu8.com/TW/694422069\" target=\"_blank\">台积电财报解读+估值测算| 为什么一年横盘我还持续重点推荐?</a> 发布者:<a target=\"_blank\" href=\"https://laohu8.com/U/3545995761422355\">@不二说价值</a> 台积电作为这一季财报第一个重磅财报,应该说整个市场都还挺满意的。 今天借这个财报,再分析一下台积电的未来走势。 <a href=\"https://laohu8.com/TW/694088320\" target=\"_blank\">B 站通过止不住的股价下跌破圈了?</a> 发布者:<a target=\"_blank\" href=\"https://laohu8.com/U/3451627561239325\">@JohnnyB</</a>","listText":"嗨,虎友们好~这里是老虎社区每周更新的栏目“老虎周刊”。 “老虎周刊”精选老虎社区虎友们一周精华写作,希望对您的投资有所助力。 最好发现认识志同道合的虎友,一起投资一起成长。感谢虎友们支持,祝您投资顺利! 下面进入一周榜单: <a href=\"https://laohu8.com/TW/694318772\" target=\"_blank\">你别过来啊,再过来我要通胀了</a> 发布者:<a target=\"_blank\" href=\"https://laohu8.com/U/115535245075020\">@陈达美股投资</a> 有一个问题一直萦绕心间。达某与木头姐、甚至美联储(大多数官员)一样,都主观认为美国通胀是短期的,是稍纵即逝的;既然如此,继续持有成长股就不必过于慌张,理由之前说过,这里不再长篇累牍。但百密怕疏,有一个关键的问题还要考虑。这个问题是: WHAT IF 这帮人 ARE DEAD WRONG? <a href=\"https://laohu8.com/TW/694422069\" target=\"_blank\">台积电财报解读+估值测算| 为什么一年横盘我还持续重点推荐?</a> 发布者:<a target=\"_blank\" href=\"https://laohu8.com/U/3545995761422355\">@不二说价值</a> 台积电作为这一季财报第一个重磅财报,应该说整个市场都还挺满意的。 今天借这个财报,再分析一下台积电的未来走势。 <a href=\"https://laohu8.com/TW/694088320\" target=\"_blank\">B 站通过止不住的股价下跌破圈了?</a> 发布者:<a target=\"_blank\" href=\"https://laohu8.com/U/3451627561239325\">@JohnnyB</</a>","text":"嗨,虎友们好~这里是老虎社区每周更新的栏目“老虎周刊”。 “老虎周刊”精选老虎社区虎友们一周精华写作,希望对您的投资有所助力。 最好发现认识志同道合的虎友,一起投资一起成长。感谢虎友们支持,祝您投资顺利! 下面进入一周榜单: 你别过来啊,再过来我要通胀了 发布者:@陈达美股投资 有一个问题一直萦绕心间。达某与木头姐、甚至美联储(大多数官员)一样,都主观认为美国通胀是短期的,是稍纵即逝的;既然如此,继续持有成长股就不必过于慌张,理由之前说过,这里不再长篇累牍。但百密怕疏,有一个关键的问题还要考虑。这个问题是: WHAT IF 这帮人 ARE DEAD WRONG? 台积电财报解读+估值测算| 为什么一年横盘我还持续重点推荐? 发布者:@不二说价值 台积电作为这一季财报第一个重磅财报,应该说整个市场都还挺满意的。 今天借这个财报,再分析一下台积电的未来走势。 B 站通过止不住的股价下跌破圈了? 发布者:@JohnnyB</","images":[{"img":"https://static.tigerbbs.com/b3bcd004ee7a4ce43ab2cadcf0104bca","width":"800","height":"370"},{"img":"https://static.tigerbbs.com/a5457b06965fd57dda60edd5153d8f8a","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/46a33b1633bb11b21ba8c5f3fa454ff3","width":"722","height":"420"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697977771","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630204687,"gmtCreate":1642864301669,"gmtModify":1642864302338,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554804006357295","authorIdStr":"3554804006357295"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630204687","repostId":"694349467","repostType":1,"repost":{"id":694349467,"gmtCreate":1641828442879,"gmtModify":1641857757161,"author":{"id":"3544246156971272","authorId":"3544246156971272","name":"Roger0812","avatar":"https://static.tigerbbs.com/52efe7eee81a3934f3f72bf1f558dc18","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544246156971272","authorIdStr":"3544246156971272"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>今天又补仓期权,60多的本,现在1块多也不亏了是吧,我就想赌一赌。愿赌服输!","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>今天又补仓期权,60多的本,现在1块多也不亏了是吧,我就想赌一赌。愿赌服输!","text":"$Tesla Motors(TSLA)$今天又补仓期权,60多的本,现在1块多也不亏了是吧,我就想赌一赌。愿赌服输!","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694349467","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630204865,"gmtCreate":1642864293973,"gmtModify":1642864294597,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554804006357295","authorIdStr":"3554804006357295"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630204865","repostId":"694655844","repostType":1,"repost":{"id":694655844,"gmtCreate":1641968172437,"gmtModify":1641976523045,"author":{"id":"387611620380","authorId":"387611620380","name":"gugu","avatar":"https://static.laohu8.com/tiger_upload_file_1449509381.png","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"387611620380","authorIdStr":"387611620380"},"themes":[],"title":"2021年投资总结:正确的抄底方式","htmlText":"2021年是我投资的第5个年头,老虎账户盈利-0.23%,5年年化收益28%。每次我的年度收益达到60%之后,第二年的收益就会比较惨淡。这现象也容易理解,股价涨幅主要由企业的盈利增速贡献,另外来自公司估值的变化。大多数个股,二者叠加勉强支撑一年60%的涨幅,第二年的股价犹如强弩之末。2021年1月底,美国十年期国债收益率从1.071%开始急剧上升,到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离,中概差不多在2月10日附近的高点跌落;实际上,这波也影响到A股,外资占比较高的消费和医药板块,过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%,标普2周内回撤3%,第三周止跌上扬。在这之后的9个月,标普和纳指只在9月和11月的个别周中有过几次回撤,整体上二者一路上扬,全年标普和纳指分别收涨27%和26.8%。我的持仓,在四季度中概仓位已达40%,特别是腾讯,自2020年末持有至2021年底,浮亏3%。靠着“已实现损益”的交易,全年账户收益-0.23%,跑输2大指数。目前美股和A股持仓:A股:<a target=\"_blank\" href=\"https://laohu8.com/S/601888\">$中国中免(601888)$</a>12.8%,陕西煤业8.8%,东财3.5%美股:<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 7.7%,meta11%,<a target=\"_blank\" href=\"https://laohu8.com/S/INMD\">$InMode Ltd.(INMD)$</a>13.5%中概:<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>31.5%,","listText":"2021年是我投资的第5个年头,老虎账户盈利-0.23%,5年年化收益28%。每次我的年度收益达到60%之后,第二年的收益就会比较惨淡。这现象也容易理解,股价涨幅主要由企业的盈利增速贡献,另外来自公司估值的变化。大多数个股,二者叠加勉强支撑一年60%的涨幅,第二年的股价犹如强弩之末。2021年1月底,美国十年期国债收益率从1.071%开始急剧上升,到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离,中概差不多在2月10日附近的高点跌落;实际上,这波也影响到A股,外资占比较高的消费和医药板块,过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%,标普2周内回撤3%,第三周止跌上扬。在这之后的9个月,标普和纳指只在9月和11月的个别周中有过几次回撤,整体上二者一路上扬,全年标普和纳指分别收涨27%和26.8%。我的持仓,在四季度中概仓位已达40%,特别是腾讯,自2020年末持有至2021年底,浮亏3%。靠着“已实现损益”的交易,全年账户收益-0.23%,跑输2大指数。目前美股和A股持仓:A股:<a target=\"_blank\" href=\"https://laohu8.com/S/601888\">$中国中免(601888)$</a>12.8%,陕西煤业8.8%,东财3.5%美股:<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 7.7%,meta11%,<a target=\"_blank\" href=\"https://laohu8.com/S/INMD\">$InMode Ltd.(INMD)$</a>13.5%中概:<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>31.5%,","text":"2021年是我投资的第5个年头,老虎账户盈利-0.23%,5年年化收益28%。每次我的年度收益达到60%之后,第二年的收益就会比较惨淡。这现象也容易理解,股价涨幅主要由企业的盈利增速贡献,另外来自公司估值的变化。大多数个股,二者叠加勉强支撑一年60%的涨幅,第二年的股价犹如强弩之末。2021年1月底,美国十年期国债收益率从1.071%开始急剧上升,到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离,中概差不多在2月10日附近的高点跌落;实际上,这波也影响到A股,外资占比较高的消费和医药板块,过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%,标普2周内回撤3%,第三周止跌上扬。在这之后的9个月,标普和纳指只在9月和11月的个别周中有过几次回撤,整体上二者一路上扬,全年标普和纳指分别收涨27%和26.8%。我的持仓,在四季度中概仓位已达40%,特别是腾讯,自2020年末持有至2021年底,浮亏3%。靠着“已实现损益”的交易,全年账户收益-0.23%,跑输2大指数。目前美股和A股持仓:A股:$中国中免(601888)$12.8%,陕西煤业8.8%,东财3.5%美股:$苹果(AAPL)$ 7.7%,meta11%,$InMode Ltd.(INMD)$13.5%中概:$腾讯控股(00700)$31.5%,","images":[{"img":"https://static.tigerbbs.com/acf6539fb81b6502b94bfd9b52b063cf","width":"572","height":"212"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694655844","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630811858,"gmtCreate":1642770582690,"gmtModify":1642770884476,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554804006357295","authorIdStr":"3554804006357295"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630811858","repostId":"694951908","repostType":1,"repost":{"id":694951908,"gmtCreate":1641793721698,"gmtModify":1744960780030,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"“女巴菲特”彻底栽了,木头姐一年回撤40%!仍然再加仓!","htmlText":"木头姐,真名凯瑟琳·伍德(Cathie Wood),在58岁时创立了方舟投资(ARK Investment),专注于“破坏性创新”,风格侧重极致成长,长期重仓科技股。 在2020年,Cathie Wood因持续重金押注特斯拉而一战成名,ARK旗下多达5只ETF平均回报率超过了140%!由此,被称为“女版巴菲特”。 然而,在2021年,Cathie Wood 失败了。 这一年中,ARKK持仓的股票中,超8成股票近一年回撤超过40%,其中第二大重仓股回撤超过70%! 随着今年美国加息临近,对科技股的承压越来越大。而Wood正式专注于投资“颠覆式创新”科技企业,所以,2022年才刚开始,<a target=\"_blank\" href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a> 就暴跌了10.75%: 据CNBC统计,ARKK持有的43只股票中,有36只较近一年高点下跌了40%以上,目前十大重仓股如下: <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>/ <a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/ROKU\">$Roku Inc(ROKU)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a> /","listText":"木头姐,真名凯瑟琳·伍德(Cathie Wood),在58岁时创立了方舟投资(ARK Investment),专注于“破坏性创新”,风格侧重极致成长,长期重仓科技股。 在2020年,Cathie Wood因持续重金押注特斯拉而一战成名,ARK旗下多达5只ETF平均回报率超过了140%!由此,被称为“女版巴菲特”。 然而,在2021年,Cathie Wood 失败了。 这一年中,ARKK持仓的股票中,超8成股票近一年回撤超过40%,其中第二大重仓股回撤超过70%! 随着今年美国加息临近,对科技股的承压越来越大。而Wood正式专注于投资“颠覆式创新”科技企业,所以,2022年才刚开始,<a target=\"_blank\" href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a> 就暴跌了10.75%: 据CNBC统计,ARKK持有的43只股票中,有36只较近一年高点下跌了40%以上,目前十大重仓股如下: <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>/ <a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/ROKU\">$Roku Inc(ROKU)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a> /","text":"木头姐,真名凯瑟琳·伍德(Cathie Wood),在58岁时创立了方舟投资(ARK Investment),专注于“破坏性创新”,风格侧重极致成长,长期重仓科技股。 在2020年,Cathie Wood因持续重金押注特斯拉而一战成名,ARK旗下多达5只ETF平均回报率超过了140%!由此,被称为“女版巴菲特”。 然而,在2021年,Cathie Wood 失败了。 这一年中,ARKK持仓的股票中,超8成股票近一年回撤超过40%,其中第二大重仓股回撤超过70%! 随着今年美国加息临近,对科技股的承压越来越大。而Wood正式专注于投资“颠覆式创新”科技企业,所以,2022年才刚开始,$ARK Innovation ETF(ARKK)$ 就暴跌了10.75%: 据CNBC统计,ARKK持有的43只股票中,有36只较近一年高点下跌了40%以上,目前十大重仓股如下: $特斯拉(TSLA)$/ $Zoom(ZM)$ /$Roku Inc(ROKU)$ /$Teladoc Health Inc.(TDOC)$ /","images":[{"img":"https://static.tigerbbs.com/17484061ae2bbb6fd04a8e2c1351b32a","width":"554","height":"768"},{"img":"https://static.tigerbbs.com/6dc9f966dc410691ecee378c5f2b37cd","width":"600","height":"333"},{"img":"https://static.tigerbbs.com/bda339a03252c66e3ce4aa0f8575092e","width":"840","height":"470"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694951908","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1003,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630811191,"gmtCreate":1642770571388,"gmtModify":1642770883854,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554804006357295","authorIdStr":"3554804006357295"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630811191","repostId":"694349467","repostType":1,"repost":{"id":694349467,"gmtCreate":1641828442879,"gmtModify":1641857757161,"author":{"id":"3544246156971272","authorId":"3544246156971272","name":"Roger0812","avatar":"https://static.tigerbbs.com/52efe7eee81a3934f3f72bf1f558dc18","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544246156971272","authorIdStr":"3544246156971272"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>今天又补仓期权,60多的本,现在1块多也不亏了是吧,我就想赌一赌。愿赌服输!","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>今天又补仓期权,60多的本,现在1块多也不亏了是吧,我就想赌一赌。愿赌服输!","text":"$Tesla Motors(TSLA)$今天又补仓期权,60多的本,现在1块多也不亏了是吧,我就想赌一赌。愿赌服输!","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694349467","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630811374,"gmtCreate":1642770560424,"gmtModify":1642770883189,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554804006357295","authorIdStr":"3554804006357295"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630811374","repostId":"694655844","repostType":1,"repost":{"id":694655844,"gmtCreate":1641968172437,"gmtModify":1641976523045,"author":{"id":"387611620380","authorId":"387611620380","name":"gugu","avatar":"https://static.laohu8.com/tiger_upload_file_1449509381.png","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"387611620380","authorIdStr":"387611620380"},"themes":[],"title":"2021年投资总结:正确的抄底方式","htmlText":"2021年是我投资的第5个年头,老虎账户盈利-0.23%,5年年化收益28%。每次我的年度收益达到60%之后,第二年的收益就会比较惨淡。这现象也容易理解,股价涨幅主要由企业的盈利增速贡献,另外来自公司估值的变化。大多数个股,二者叠加勉强支撑一年60%的涨幅,第二年的股价犹如强弩之末。2021年1月底,美国十年期国债收益率从1.071%开始急剧上升,到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离,中概差不多在2月10日附近的高点跌落;实际上,这波也影响到A股,外资占比较高的消费和医药板块,过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%,标普2周内回撤3%,第三周止跌上扬。在这之后的9个月,标普和纳指只在9月和11月的个别周中有过几次回撤,整体上二者一路上扬,全年标普和纳指分别收涨27%和26.8%。我的持仓,在四季度中概仓位已达40%,特别是腾讯,自2020年末持有至2021年底,浮亏3%。靠着“已实现损益”的交易,全年账户收益-0.23%,跑输2大指数。目前美股和A股持仓:A股:<a target=\"_blank\" href=\"https://laohu8.com/S/601888\">$中国中免(601888)$</a>12.8%,陕西煤业8.8%,东财3.5%美股:<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 7.7%,meta11%,<a target=\"_blank\" href=\"https://laohu8.com/S/INMD\">$InMode Ltd.(INMD)$</a>13.5%中概:<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>31.5%,","listText":"2021年是我投资的第5个年头,老虎账户盈利-0.23%,5年年化收益28%。每次我的年度收益达到60%之后,第二年的收益就会比较惨淡。这现象也容易理解,股价涨幅主要由企业的盈利增速贡献,另外来自公司估值的变化。大多数个股,二者叠加勉强支撑一年60%的涨幅,第二年的股价犹如强弩之末。2021年1月底,美国十年期国债收益率从1.071%开始急剧上升,到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离,中概差不多在2月10日附近的高点跌落;实际上,这波也影响到A股,外资占比较高的消费和医药板块,过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%,标普2周内回撤3%,第三周止跌上扬。在这之后的9个月,标普和纳指只在9月和11月的个别周中有过几次回撤,整体上二者一路上扬,全年标普和纳指分别收涨27%和26.8%。我的持仓,在四季度中概仓位已达40%,特别是腾讯,自2020年末持有至2021年底,浮亏3%。靠着“已实现损益”的交易,全年账户收益-0.23%,跑输2大指数。目前美股和A股持仓:A股:<a target=\"_blank\" href=\"https://laohu8.com/S/601888\">$中国中免(601888)$</a>12.8%,陕西煤业8.8%,东财3.5%美股:<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 7.7%,meta11%,<a target=\"_blank\" href=\"https://laohu8.com/S/INMD\">$InMode Ltd.(INMD)$</a>13.5%中概:<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>31.5%,","text":"2021年是我投资的第5个年头,老虎账户盈利-0.23%,5年年化收益28%。每次我的年度收益达到60%之后,第二年的收益就会比较惨淡。这现象也容易理解,股价涨幅主要由企业的盈利增速贡献,另外来自公司估值的变化。大多数个股,二者叠加勉强支撑一年60%的涨幅,第二年的股价犹如强弩之末。2021年1月底,美国十年期国债收益率从1.071%开始急剧上升,到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离,中概差不多在2月10日附近的高点跌落;实际上,这波也影响到A股,外资占比较高的消费和医药板块,过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%,标普2周内回撤3%,第三周止跌上扬。在这之后的9个月,标普和纳指只在9月和11月的个别周中有过几次回撤,整体上二者一路上扬,全年标普和纳指分别收涨27%和26.8%。我的持仓,在四季度中概仓位已达40%,特别是腾讯,自2020年末持有至2021年底,浮亏3%。靠着“已实现损益”的交易,全年账户收益-0.23%,跑输2大指数。目前美股和A股持仓:A股:$中国中免(601888)$12.8%,陕西煤业8.8%,东财3.5%美股:$苹果(AAPL)$ 7.7%,meta11%,$InMode 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Inc.(PLTR)$</a>shag","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>shag","text":"$Palantir Technologies Inc.(PLTR)$shag","images":[{"img":"https://static.tigerbbs.com/e4c7f1aebb8ee67d740024610789af68","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630811090","isVote":1,"tweetType":1,"viewCount":893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":630929090,"gmtCreate":1642671104864,"gmtModify":1642671105452,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554804006357295","authorIdStr":"3554804006357295"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UA\">$Under Armour(UA)$</a>go","listText":"<a href=\"https://laohu8.com/S/UA\">$Under Armour(UA)$</a>go","text":"$Under Armour(UA)$go","images":[{"img":"https://static.tigerbbs.com/6168f2f4d103f63915d4aa033c53a411","width":"720","height":"1851"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630929090","isVote":1,"tweetType":1,"viewCount":955,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":630920773,"gmtCreate":1642671094624,"gmtModify":1642671095284,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554804006357295","authorIdStr":"3554804006357295"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/PLTR 20220218 19.0 PUT\">$PLTR 20220218 19.0 PUT$ </a>sad","listText":"<a href=\"https://laohu8.com/OPT/PLTR 20220218 19.0 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target=\"_blank\">你别过来啊,再过来我要通胀了</a> 发布者:<a target=\"_blank\" href=\"https://laohu8.com/U/115535245075020\">@陈达美股投资</a> 有一个问题一直萦绕心间。达某与木头姐、甚至美联储(大多数官员)一样,都主观认为美国通胀是短期的,是稍纵即逝的;既然如此,继续持有成长股就不必过于慌张,理由之前说过,这里不再长篇累牍。但百密怕疏,有一个关键的问题还要考虑。这个问题是: WHAT IF 这帮人 ARE DEAD WRONG? <a href=\"https://laohu8.com/TW/694422069\" target=\"_blank\">台积电财报解读+估值测算| 为什么一年横盘我还持续重点推荐?</a> 发布者:<a target=\"_blank\" href=\"https://laohu8.com/U/3545995761422355\">@不二说价值</a> 台积电作为这一季财报第一个重磅财报,应该说整个市场都还挺满意的。 今天借这个财报,再分析一下台积电的未来走势。 <a href=\"https://laohu8.com/TW/694088320\" target=\"_blank\">B 站通过止不住的股价下跌破圈了?</a> 发布者:<a target=\"_blank\" href=\"https://laohu8.com/U/3451627561239325\">@JohnnyB</</a>","text":"嗨,虎友们好~这里是老虎社区每周更新的栏目“老虎周刊”。 “老虎周刊”精选老虎社区虎友们一周精华写作,希望对您的投资有所助力。 最好发现认识志同道合的虎友,一起投资一起成长。感谢虎友们支持,祝您投资顺利! 下面进入一周榜单: 你别过来啊,再过来我要通胀了 发布者:@陈达美股投资 有一个问题一直萦绕心间。达某与木头姐、甚至美联储(大多数官员)一样,都主观认为美国通胀是短期的,是稍纵即逝的;既然如此,继续持有成长股就不必过于慌张,理由之前说过,这里不再长篇累牍。但百密怕疏,有一个关键的问题还要考虑。这个问题是: WHAT IF 这帮人 ARE DEAD WRONG? 台积电财报解读+估值测算| 为什么一年横盘我还持续重点推荐? 发布者:@不二说价值 台积电作为这一季财报第一个重磅财报,应该说整个市场都还挺满意的。 今天借这个财报,再分析一下台积电的未来走势。 B 站通过止不住的股价下跌破圈了? 发布者:@JohnnyB</","images":[{"img":"https://static.tigerbbs.com/b3bcd004ee7a4ce43ab2cadcf0104bca","width":"800","height":"370"},{"img":"https://static.tigerbbs.com/a5457b06965fd57dda60edd5153d8f8a","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/46a33b1633bb11b21ba8c5f3fa454ff3","width":"722","height":"420"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697977771","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":949,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697736427,"gmtCreate":1642587891836,"gmtModify":1642588058430,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554804006357295","authorIdStr":"3554804006357295"},"themes":[],"htmlText":"go","listText":"go","text":"go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697736427","repostId":"694655844","repostType":1,"repost":{"id":694655844,"gmtCreate":1641968172437,"gmtModify":1641976523045,"author":{"id":"387611620380","authorId":"387611620380","name":"gugu","avatar":"https://static.laohu8.com/tiger_upload_file_1449509381.png","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"387611620380","authorIdStr":"387611620380"},"themes":[],"title":"2021年投资总结:正确的抄底方式","htmlText":"2021年是我投资的第5个年头,老虎账户盈利-0.23%,5年年化收益28%。每次我的年度收益达到60%之后,第二年的收益就会比较惨淡。这现象也容易理解,股价涨幅主要由企业的盈利增速贡献,另外来自公司估值的变化。大多数个股,二者叠加勉强支撑一年60%的涨幅,第二年的股价犹如强弩之末。2021年1月底,美国十年期国债收益率从1.071%开始急剧上升,到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离,中概差不多在2月10日附近的高点跌落;实际上,这波也影响到A股,外资占比较高的消费和医药板块,过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%,标普2周内回撤3%,第三周止跌上扬。在这之后的9个月,标普和纳指只在9月和11月的个别周中有过几次回撤,整体上二者一路上扬,全年标普和纳指分别收涨27%和26.8%。我的持仓,在四季度中概仓位已达40%,特别是腾讯,自2020年末持有至2021年底,浮亏3%。靠着“已实现损益”的交易,全年账户收益-0.23%,跑输2大指数。目前美股和A股持仓:A股:<a 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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":1638889676,"share":"https://www.laohu8.com/m/news/1179864405?lang=zh_CN&edition=full","pubTime":"2021-12-07 23:07","market":"us","language":"en","title":"DraftKings stock jumped 6% in morning trading<blockquote>DraftKings股价早盘上涨6%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179864405","media":"Tiger Newspress","summary":"DraftKings jumped 6% after the company announced a deal with the NFL Players Association and licensi","content":"<p>DraftKings jumped 6% after the company announced a deal with the NFL Players Association and licensing firm OneTeam Partners to launch gamified NFT collections.</p><p><blockquote>DraftKings股价上涨6%,此前该公司宣布与NFL球员协会和许可公司OneTeam Partners达成协议,推出游戏化NFT系列。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/343288179b5e28e718710f9ec988dcf0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The agreement grants DraftKings licensing rights for active NFL players, including the authentic use of name, image and likeness.</p><p><blockquote>该协议授予DraftKings现役NFL球员的许可权,包括真实使用姓名、图像和肖像。</blockquote></p><p> The NFTs will debut on DraftKings Marketplace during the 2022-2023 NFL season.</p><p><blockquote>NFT将在2022-2023 NFL赛季期间在DraftKings Marketplace上首次亮相。</blockquote></p><p> The company continues to position itself as a leader in the sports NFT market.</p><p><blockquote>该公司继续将自己定位为体育NFT市场的领导者。</blockquote></p><p> \"The future of fandom is unfolding in front of us, and few organizations beyond DraftKings are as equipped to capitalize on the increasing intersection between sports and NFTs that will be cornerstones of engagement and entertainment within Web3,\" says DraftKings Marketplace exec Beth Beiriger.</p><p><blockquote>DraftKings Marketplace Executive Beth Beiriger表示:“粉丝圈的未来正在我们面前展开,除了DraftKings之外,几乎没有其他组织能够利用体育与NFT之间日益增长的交集,而这将成为Web3内参与和娱乐的基石。”</blockquote></p><p></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>DraftKings stock jumped 6% in morning trading<blockquote>DraftKings股价早盘上涨6%</blockquote></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; 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#7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDraftKings stock jumped 6% in morning trading<blockquote>DraftKings股价早盘上涨6%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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 smaller\">2021-12-07 23:07</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>DraftKings jumped 6% after the company announced a deal with the NFL Players Association and licensing firm OneTeam Partners to launch gamified NFT collections.</p><p><blockquote>DraftKings股价上涨6%,此前该公司宣布与NFL球员协会和许可公司OneTeam Partners达成协议,推出游戏化NFT系列。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/343288179b5e28e718710f9ec988dcf0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The agreement grants DraftKings licensing rights for active NFL players, including the authentic use of name, image and likeness.</p><p><blockquote>该协议授予DraftKings现役NFL球员的许可权,包括真实使用姓名、图像和肖像。</blockquote></p><p> The NFTs will debut on DraftKings Marketplace during the 2022-2023 NFL season.</p><p><blockquote>NFT将在2022-2023 NFL赛季期间在DraftKings Marketplace上首次亮相。</blockquote></p><p> The company continues to position itself as a leader in the sports NFT market.</p><p><blockquote>该公司继续将自己定位为体育NFT市场的领导者。</blockquote></p><p> \"The future of fandom is unfolding in front of us, and few organizations beyond DraftKings are as equipped to capitalize on the increasing intersection between sports and NFTs that will be cornerstones of engagement and entertainment within Web3,\" says DraftKings Marketplace exec Beth Beiriger.</p><p><blockquote>DraftKings Marketplace Executive Beth Beiriger表示:“粉丝圈的未来正在我们面前展开,除了DraftKings之外,几乎没有其他组织能够利用体育与NFT之间日益增长的交集,而这将成为Web3内参与和娱乐的基石。”</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DKNG":"DraftKings Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179864405","content_text":"DraftKings jumped 6% after the company announced a deal with the NFL Players Association and licensing firm OneTeam Partners to launch gamified NFT collections.\n\nThe agreement grants DraftKings licensing rights for active NFL players, including the authentic use of name, image and likeness.\nThe NFTs will debut on DraftKings Marketplace during the 2022-2023 NFL season.\nThe company continues to position itself as a leader in the sports NFT market.\n\"The future of fandom is unfolding in front of us, and few organizations beyond DraftKings are as equipped to capitalize on the increasing intersection between sports and NFTs that will be cornerstones of engagement and entertainment within Web3,\" says DraftKings Marketplace exec Beth Beiriger.","news_type":1,"symbols_score_info":{"DKNG":0.9}},"isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827579132,"gmtCreate":1634513580763,"gmtModify":1634513581445,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554804006357295","idStr":"3554804006357295"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/827579132","repostId":"2176147665","repostType":2,"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":898319562,"gmtCreate":1628473175156,"gmtModify":1633746945538,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554804006357295","idStr":"3554804006357295"},"themes":[],"htmlText":"baddd","listText":"baddd","text":"baddd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/898319562","repostId":"1136322726","repostType":4,"isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":698456337,"gmtCreate":1640506850419,"gmtModify":1640506851011,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554804006357295","idStr":"3554804006357295"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/698456337","repostId":"1144001147","repostType":4,"repost":{"id":"1144001147","kind":"news","pubTimestamp":1640485026,"share":"https://www.laohu8.com/m/news/1144001147?lang=zh_CN&edition=full","pubTime":"2021-12-26 10:17","market":"us","language":"en","title":"A Year After Announcing a Big Partnership, Ocugen Is in a Sorry State<blockquote>宣布大合作伙伴关系一年后,Ocugen的处境很糟糕</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1144001147","media":"InvestorPlace","summary":"In the last year, Ocugen(NASDAQ:OCGN) stock is still among the top performers. During this period, t","content":"<p><div> In the last year, Ocugen(NASDAQ:OCGN) stock is still among the top performers. During this period, the stock has surged by over 500%. The stock’s ascent began after Dec. 21, 2020 — starting from there...</p><p><blockquote><div>去年,Ocugen(纳斯达克股票代码:OCGN)股票仍然是表现最好的股票之一。在此期间,该股已大涨超500%。该股的上涨始于2020年12月21日之后——从那里开始……</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/12/a-year-after-its-big-partnership-with-bharat-ocgn-stock-is-in-a-sorry-state/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/a-year-after-its-big-partnership-with-bharat-ocgn-stock-is-in-a-sorry-state/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","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>A Year After Announcing a Big Partnership, Ocugen Is in a Sorry State<blockquote>宣布大合作伙伴关系一年后,Ocugen的处境很糟糕</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA Year After Announcing a Big Partnership, Ocugen Is in a Sorry State<blockquote>宣布大合作伙伴关系一年后,Ocugen的处境很糟糕</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-26 10:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> In the last year, Ocugen(NASDAQ:OCGN) stock is still among the top performers. During this period, the stock has surged by over 500%. The stock’s ascent began after Dec. 21, 2020 — starting from there...</p><p><blockquote><div>去年,Ocugen(纳斯达克股票代码:OCGN)股票仍然是表现最好的股票之一。在此期间,该股已大涨超500%。该股的上涨始于2020年12月21日之后——从那里开始……</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/12/a-year-after-its-big-partnership-with-bharat-ocgn-stock-is-in-a-sorry-state/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/a-year-after-its-big-partnership-with-bharat-ocgn-stock-is-in-a-sorry-state/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://investorplace.com/2021/12/a-year-after-its-big-partnership-with-bharat-ocgn-stock-is-in-a-sorry-state/\">InvestorPlace</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OCGN":"Ocugen"},"source_url":"https://investorplace.com/2021/12/a-year-after-its-big-partnership-with-bharat-ocgn-stock-is-in-a-sorry-state/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144001147","content_text":"In the last year, Ocugen(NASDAQ:OCGN) stock is still among the top performers. During this period, the stock has surged by over 500%. The stock’s ascent began after Dec. 21, 2020 — starting from there, the stock is up over 1,600%.\nHowever, it’s worth noting that OCGN stock was trading well below one dollar before it stitched a partnership with Bharat Biotech. The companies announced plans to begin manufacturing Covid-19 vaccines in the U.S. on Dec. 22 last year.\nBeyond the news of this partnership, there has been little to cheer for investors. OCGN stock traded at all-time highs of $18.77 in February and reached slightly lower peaks in May and November. The stock traded at $5.12 at the start of Dec. 23.\nOcugen will continue to underperform going forward. Even after the downtrend in the last few months, OCGN stock should be avoided.\nLet’s talk about the reasons to be bearish.\nFDA Approval Remains Elusive\nPfizer(NYSE:PFE) and Moderna(NASDAQ:MRNA) have been leaders in the vaccine race in the U.S. In a country where more than 70% of the population has already been vaccinated, Ocugen has yet to secure an approval from the U.S. Food and Drug Administration.\nBack in June, the biotech company’s application for emergency use authorization was rejected by the FDA. The recommendation by the FDA was to file for a biologics license application, which implies full approval.\nIn November, Ocugen announced that the FDA has “issued a clinical hold on the Company’s Investigational New Drug application (IND) to evaluate the COVID-19 vaccine candidate.” The FDA will be identifying the specific deficiencies that form a basis for the clinical hold. Once Ocugen addresses these deficiencies, there will be some progress.\nThe key point is that it’s been over a year since Ocugen announced the partnership with Bharat Biotech. The company has still been unsuccessful from an approval perspective.\nIn July, Ocugen had also initiated a rolling submission to Health Canada for the vaccine. There is no positive news on that front either.\nLet’s imagine a scenario where Ocugen receives an approval for vaccine use in Q1 2022. This is very unlikely. However, even in an optimistic case scenario, Ocugen needs to compete in a market where vaccination percentage is high. There is unlikely to be a case for strong revenue and cash flow growth.\nCan Omicron Provide a Lifeline for OCGN Stock?\nThe omicron variant has been a cause of concern for governments globally. Ocugen and partner Bharat Biotech are currently studying the effectiveness of the vaccine against the variant.\nIf the vaccine proves to be effective, can it be a game-changer for Ocugen? Most likely, no.\nFirst and foremost, Moderna has announced that its Covid-19 booster increases neutralizing antibodies 37-fold against Omicron variant.\nFurthermore, Pfizer has announced that a third dose increases the “neutralizing antibody by 25-fold compared to two doses against the Omicron variant.”\nClearly, the leading vaccine makers have an edge. Even if Ocugen announces that its vaccine is effective against the omicron variant, the stock is unlikely to trend higher.\nPeople who have already taken two shots of Moderna or Pfizer are unlikely to pursue a booster shot with Ocugen. Additionally, Ocugen is still struggling for approval.\nIt’s also worth noting that Ocugen needs to share revenue with Bharat Biotech. The visibility for healthy cash flows is therefore very unlikely.\nOCGN Stock Will Trend Lower\nOCGN stock is likely to continue trending lower in the coming months. Without an approval, the company is rapidly losing out on any revenue and cash flow potential.\nThe company is building a pipeline of drugs for various indications. However, the pipeline for various indications is still at a pre-clinical stage.\nThe stock trend will therefore be dictated by the outcome of Covid-19 vaccine approval and revenue potential. Things seem bleak on that front.\nIt also seems unlikely that Ocugen has a capability to expand the vaccine partnership with Bharat Biotech to other countries.","news_type":1,"symbols_score_info":{"OCGN":0.9}},"isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":175997359,"gmtCreate":1627001476071,"gmtModify":1633768929103,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554804006357295","idStr":"3554804006357295"},"themes":[],"htmlText":"go go","listText":"go go","text":"go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/175997359","repostId":"1136017934","repostType":4,"repost":{"id":"1136017934","kind":"news","pubTimestamp":1627000834,"share":"https://www.laohu8.com/m/news/1136017934?lang=zh_CN&edition=full","pubTime":"2021-07-23 08:40","market":"us","language":"en","title":"Microsoft Stock Hits New High as Street Raises Price Targets Ahead of Earnings<blockquote>华尔街在财报公布前上调目标价,微软股价创下新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1136017934","media":"Barrons","summary":"Amid growing signs of an acceleration of corporate IT spending, Wall Street analysts are ratcheting ","content":"<p>Amid growing signs of an acceleration of corporate IT spending, Wall Street analysts are ratcheting up expectations for Microsoft, which is due to report fiscal-fourth-quarter results on Tuesday.</p><p><blockquote>随着企业IT支出加速的迹象越来越多,华尔街分析师正在提高对微软的预期,该公司将于周二公布第四财季业绩。</blockquote></p><p> The bullish sentiment has driven Microsoft shares (ticker: MSFT) to a record high. The stock is up 1.7%, at $286.11, in recent trading. It is up nearly 29% year to date, driving the company’s market cap to $2.1 trillion, trailing only Apple (AAPL) at $2.5 trillion.</p><p><blockquote>看涨情绪推动微软股价(股票代码:MSFT)创下历史新高。该股在最近的交易中上涨1.7%,至286.11美元。今年迄今已上涨近29%,推动该公司市值达到2.1万亿美元,仅次于苹果(AAPL)的2.5万亿美元。</blockquote></p><p> Street consensus calls for Microsoft revenue of $44.1 billion and profits of $1.90 a share. Microsoft provides guidance for each of its three reporting segments; at the top of the projected range for each, revenues would be $44.5 billion.</p><p><blockquote>华尔街一致认为微软营收为441亿美元,每股利润为1.90美元。微软为其三个报告部门中的每一个提供指导;在两者预计范围的顶部,收入将为445亿美元。</blockquote></p><p> Microsoft forecast June-quarter revenue from its Productivity and Business Processes segment (which includes Office) of $13.8 billion to $14.05 billion; for Intelligent Cloud (including Azure), $16.2 billion to $16.45 billion; and for More Personal Computing (including Windows and Xbox), $13.6 billion to $14 billion.</p><p><blockquote>微软预测其生产力和业务流程部门(包括Office)6月份季度收入为138亿美元至140.5亿美元;对于智能云(包括Azure),162亿至164.5亿美元;对于更多的个人计算(包括Windows和Xbox),136亿至140亿美元。</blockquote></p><p> For the September quarter, the Street consensus calls for revenue of $42.5 billion and profits of $1.95 a share.</p><p><blockquote>华尔街一致认为9月份季度的营收为425亿美元,每股利润为1.95美元。</blockquote></p><p> Wall Street’s software analysts have been busily surveying Microsoft’s partners and resellers for clues to the quarter, and they’re all finding reasons for optimism.</p><p><blockquote>华尔街的软件分析师一直忙于调查微软的合作伙伴和经销商,以寻找本季度的线索,他们都在寻找乐观的理由。</blockquote></p><p> Citigroup analyst Tyler Radke on Thursday repeated his Buy rating on Microsoft shares, jumping his target price to a Street-high $378 from $310, after a survey of IT resellers. His new target implies a 35% upside from Wednesday’s closing level. Radke expects a strong finish to the company’s fiscal year, driven by recovering IT budgets, reacceleration in Azure, and continued strength in personal computer sales. He writes that Microsoft remains his favorite pick in the megacap software sector, with “multiple levers” for double-digit growth.</p><p><blockquote>花旗集团分析师泰勒·拉德克(Tyler Radke)周四重申了对微软股票的买入评级,在对IT经销商进行调查后,将目标价从310美元上调至华尔街高点378美元。他的新目标意味着较周三收盘水平上涨35%。Radke预计,在IT预算恢复、Azure的重新加速以及个人电脑销售持续强劲的推动下,公司本财年将取得强劲收官。他写道,微软仍然是他在大型软件行业中最喜欢的选择,拥有实现两位数增长的“多重杠杆”。</blockquote></p><p> BofA Securities analyst Brad Sills likewise reiterates a Buy rating after a series of “channel checks,” while upping his target to $325 from $305. He thinks revenue could beat consensus by 2% to 3%, driven by strength in Azure and Office 365 demand. Sills believes Azure can continue to grow at better than 50%, following 59% growth in the March quarter. (He notes that the company gets a relatively easy comparison on Azure, with 47% growth in the year-earlier quarter.)</p><p><blockquote>美国银行证券分析师Brad Sills在经过一系列“渠道检查”后同样重申了买入评级,同时将目标从305美元上调至325美元。他认为,在Azure和Office 365需求强劲的推动下,收入可能会超出市场预期2%至3%。Sills认为,继3月份季度增长59%之后,Azure可以继续以超过50%的速度增长。(他指出,该公司在Azure上的比较相对容易,去年同期增长了47%。)</blockquote></p><p> KeyBanc analyst Michael Turits maintains his Overweight rating on Microsoft, while lifting his target to $330 from $305. His call is part of a broadly optimistic take on June quarter IT spending based on a reseller survey. He says respondents now see 5.6% growth in 2021 IT budgets, up from 4.6% in the first-quarter version of the same survey. Turits writes that the survey found Microsoft’s strategic importance is increasing. He also raised targets on Arista Networks (ANET), Commvault (CVLT), Fortinet (FTNT), Okta (OKTA), Oracle (ORCL), Palo Alto Networks (PANW), and Vonage Holdings (VG).</p><p><blockquote>KeyBanc分析师Michael Turits维持微软的跑赢大盘评级,同时将目标价从305美元上调至330美元。根据经销商调查,他的看涨期权是对6月份季度IT支出普遍乐观的一部分。他表示,受访者现在预计2021年IT预算将增长5.6%,高于同一调查第一季度的4.6%。图里茨写道,调查发现微软的战略重要性正在增加。他还上调了Arista Networks(ANET)、Commvault(CVLT)、Fortinet(FTNT)、Okta(OKTA)、Oracle(ORCL)、Palo Alto Networks(PANW)和Vonage Holdings(VG)的目标。</blockquote></p><p></p>","source":"lsy1601382232898","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>Microsoft Stock Hits New High as Street Raises Price Targets Ahead of Earnings<blockquote>华尔街在财报公布前上调目标价,微软股价创下新高</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Stock Hits New High as Street Raises Price Targets Ahead of Earnings<blockquote>华尔街在财报公布前上调目标价,微软股价创下新高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-07-23 08:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Amid growing signs of an acceleration of corporate IT spending, Wall Street analysts are ratcheting up expectations for Microsoft, which is due to report fiscal-fourth-quarter results on Tuesday.</p><p><blockquote>随着企业IT支出加速的迹象越来越多,华尔街分析师正在提高对微软的预期,该公司将于周二公布第四财季业绩。</blockquote></p><p> The bullish sentiment has driven Microsoft shares (ticker: MSFT) to a record high. The stock is up 1.7%, at $286.11, in recent trading. It is up nearly 29% year to date, driving the company’s market cap to $2.1 trillion, trailing only Apple (AAPL) at $2.5 trillion.</p><p><blockquote>看涨情绪推动微软股价(股票代码:MSFT)创下历史新高。该股在最近的交易中上涨1.7%,至286.11美元。今年迄今已上涨近29%,推动该公司市值达到2.1万亿美元,仅次于苹果(AAPL)的2.5万亿美元。</blockquote></p><p> Street consensus calls for Microsoft revenue of $44.1 billion and profits of $1.90 a share. Microsoft provides guidance for each of its three reporting segments; at the top of the projected range for each, revenues would be $44.5 billion.</p><p><blockquote>华尔街一致认为微软营收为441亿美元,每股利润为1.90美元。微软为其三个报告部门中的每一个提供指导;在两者预计范围的顶部,收入将为445亿美元。</blockquote></p><p> Microsoft forecast June-quarter revenue from its Productivity and Business Processes segment (which includes Office) of $13.8 billion to $14.05 billion; for Intelligent Cloud (including Azure), $16.2 billion to $16.45 billion; and for More Personal Computing (including Windows and Xbox), $13.6 billion to $14 billion.</p><p><blockquote>微软预测其生产力和业务流程部门(包括Office)6月份季度收入为138亿美元至140.5亿美元;对于智能云(包括Azure),162亿至164.5亿美元;对于更多的个人计算(包括Windows和Xbox),136亿至140亿美元。</blockquote></p><p> For the September quarter, the Street consensus calls for revenue of $42.5 billion and profits of $1.95 a share.</p><p><blockquote>华尔街一致认为9月份季度的营收为425亿美元,每股利润为1.95美元。</blockquote></p><p> Wall Street’s software analysts have been busily surveying Microsoft’s partners and resellers for clues to the quarter, and they’re all finding reasons for optimism.</p><p><blockquote>华尔街的软件分析师一直忙于调查微软的合作伙伴和经销商,以寻找本季度的线索,他们都在寻找乐观的理由。</blockquote></p><p> Citigroup analyst Tyler Radke on Thursday repeated his Buy rating on Microsoft shares, jumping his target price to a Street-high $378 from $310, after a survey of IT resellers. His new target implies a 35% upside from Wednesday’s closing level. Radke expects a strong finish to the company’s fiscal year, driven by recovering IT budgets, reacceleration in Azure, and continued strength in personal computer sales. He writes that Microsoft remains his favorite pick in the megacap software sector, with “multiple levers” for double-digit growth.</p><p><blockquote>花旗集团分析师泰勒·拉德克(Tyler Radke)周四重申了对微软股票的买入评级,在对IT经销商进行调查后,将目标价从310美元上调至华尔街高点378美元。他的新目标意味着较周三收盘水平上涨35%。Radke预计,在IT预算恢复、Azure的重新加速以及个人电脑销售持续强劲的推动下,公司本财年将取得强劲收官。他写道,微软仍然是他在大型软件行业中最喜欢的选择,拥有实现两位数增长的“多重杠杆”。</blockquote></p><p> BofA Securities analyst Brad Sills likewise reiterates a Buy rating after a series of “channel checks,” while upping his target to $325 from $305. He thinks revenue could beat consensus by 2% to 3%, driven by strength in Azure and Office 365 demand. Sills believes Azure can continue to grow at better than 50%, following 59% growth in the March quarter. (He notes that the company gets a relatively easy comparison on Azure, with 47% growth in the year-earlier quarter.)</p><p><blockquote>美国银行证券分析师Brad Sills在经过一系列“渠道检查”后同样重申了买入评级,同时将目标从305美元上调至325美元。他认为,在Azure和Office 365需求强劲的推动下,收入可能会超出市场预期2%至3%。Sills认为,继3月份季度增长59%之后,Azure可以继续以超过50%的速度增长。(他指出,该公司在Azure上的比较相对容易,去年同期增长了47%。)</blockquote></p><p> KeyBanc analyst Michael Turits maintains his Overweight rating on Microsoft, while lifting his target to $330 from $305. His call is part of a broadly optimistic take on June quarter IT spending based on a reseller survey. He says respondents now see 5.6% growth in 2021 IT budgets, up from 4.6% in the first-quarter version of the same survey. Turits writes that the survey found Microsoft’s strategic importance is increasing. He also raised targets on Arista Networks (ANET), Commvault (CVLT), Fortinet (FTNT), Okta (OKTA), Oracle (ORCL), Palo Alto Networks (PANW), and Vonage Holdings (VG).</p><p><blockquote>KeyBanc分析师Michael Turits维持微软的跑赢大盘评级,同时将目标价从305美元上调至330美元。根据经销商调查,他的看涨期权是对6月份季度IT支出普遍乐观的一部分。他表示,受访者现在预计2021年IT预算将增长5.6%,高于同一调查第一季度的4.6%。图里茨写道,调查发现微软的战略重要性正在增加。他还上调了Arista Networks(ANET)、Commvault(CVLT)、Fortinet(FTNT)、Okta(OKTA)、Oracle(ORCL)、Palo Alto Networks(PANW)和Vonage Holdings(VG)的目标。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/microsoft-stock-hits-new-high-as-street-raises-price-targets-ahead-of-earnings-51626965343?mod=hp_LEAD_1_B_3\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.barrons.com/articles/microsoft-stock-hits-new-high-as-street-raises-price-targets-ahead-of-earnings-51626965343?mod=hp_LEAD_1_B_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136017934","content_text":"Amid growing signs of an acceleration of corporate IT spending, Wall Street analysts are ratcheting up expectations for Microsoft, which is due to report fiscal-fourth-quarter results on Tuesday.\nThe bullish sentiment has driven Microsoft shares (ticker: MSFT) to a record high. The stock is up 1.7%, at $286.11, in recent trading. It is up nearly 29% year to date, driving the company’s market cap to $2.1 trillion, trailing only Apple (AAPL) at $2.5 trillion.\nStreet consensus calls for Microsoft revenue of $44.1 billion and profits of $1.90 a share. Microsoft provides guidance for each of its three reporting segments; at the top of the projected range for each, revenues would be $44.5 billion.\nMicrosoft forecast June-quarter revenue from its Productivity and Business Processes segment (which includes Office) of $13.8 billion to $14.05 billion; for Intelligent Cloud (including Azure), $16.2 billion to $16.45 billion; and for More Personal Computing (including Windows and Xbox), $13.6 billion to $14 billion.\nFor the September quarter, the Street consensus calls for revenue of $42.5 billion and profits of $1.95 a share.\nWall Street’s software analysts have been busily surveying Microsoft’s partners and resellers for clues to the quarter, and they’re all finding reasons for optimism.\nCitigroup analyst Tyler Radke on Thursday repeated his Buy rating on Microsoft shares, jumping his target price to a Street-high $378 from $310, after a survey of IT resellers. His new target implies a 35% upside from Wednesday’s closing level. Radke expects a strong finish to the company’s fiscal year, driven by recovering IT budgets, reacceleration in Azure, and continued strength in personal computer sales. He writes that Microsoft remains his favorite pick in the megacap software sector, with “multiple levers” for double-digit growth.\nBofA Securities analyst Brad Sills likewise reiterates a Buy rating after a series of “channel checks,” while upping his target to $325 from $305. He thinks revenue could beat consensus by 2% to 3%, driven by strength in Azure and Office 365 demand. Sills believes Azure can continue to grow at better than 50%, following 59% growth in the March quarter. (He notes that the company gets a relatively easy comparison on Azure, with 47% growth in the year-earlier quarter.)\nKeyBanc analyst Michael Turits maintains his Overweight rating on Microsoft, while lifting his target to $330 from $305. His call is part of a broadly optimistic take on June quarter IT spending based on a reseller survey. He says respondents now see 5.6% growth in 2021 IT budgets, up from 4.6% in the first-quarter version of the same survey. Turits writes that the survey found Microsoft’s strategic importance is increasing. He also raised targets on Arista Networks (ANET), Commvault (CVLT), Fortinet (FTNT), Okta (OKTA), Oracle (ORCL), Palo Alto Networks (PANW), and Vonage Holdings (VG).","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114189486,"gmtCreate":1623057210645,"gmtModify":1634037417090,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554804006357295","idStr":"3554804006357295"},"themes":[],"htmlText":"like and comment pls!! ","listText":"like and comment pls!! ","text":"like and comment pls!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/114189486","repostId":"1112319097","repostType":2,"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":116269403,"gmtCreate":1622804719802,"gmtModify":1634097859541,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554804006357295","idStr":"3554804006357295"},"themes":[],"htmlText":"pls like and comment","listText":"pls like and comment","text":"pls like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/116269403","repostId":"1122373606","repostType":4,"repost":{"id":"1122373606","kind":"news","pubTimestamp":1622793373,"share":"https://www.laohu8.com/m/news/1122373606?lang=zh_CN&edition=full","pubTime":"2021-06-04 15:56","market":"us","language":"en","title":"Where Will Apple Stock Be In 10 Years? What To Consider<blockquote>10年后苹果股票会在哪里?要考虑什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122373606","media":"seekingalpha","summary":"Summary\n\nApple has been a great investment over the last decade, but the next decade may look quite ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Apple has been a great investment over the last decade, but the next decade may look quite different.</li> <li>Apple has seen its growth slow down over the last decade, and it will likely not be a growth monster in the coming years, either.</li> <li>Shares have ample long-term upside, but investors should consider the current valuation before jumping to decisions.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f2ea192ed76d9772c2c6a820098faf5\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Photo by Paopano/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>苹果在过去十年中是一项伟大的投资,但下一个十年可能会大不相同。</li><li>苹果的增长在过去十年中有所放缓,未来几年也可能不会成为增长怪物。</li><li>股价具有充足的长期上涨空间,但投资者在做出决定之前应考虑当前的估值。</li></ul><p class=\"t-img-caption\"><span>摄影:Paopano/iStock社论,来自Getty Images</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> Apple (AAPL) has been one of the best investments one could have made over the last decade. Over the next decade, its growth may not be the same, however. Yet, thanks to massive shareholder return programs and a move towards services, Apple's stock will likely still be significantly higher a decade from now - even though the current valuation is rather high.</p><p><blockquote>苹果(AAPL)是过去十年中最好的投资之一。然而,在接下来的十年里,它的增长可能会有所不同。然而,由于大规模的股东回报计划和向服务业的转变,苹果的股价在十年后仍可能大幅上涨——尽管目前的估值相当高。</blockquote></p><p> <b>Apple Stock Price</b></p><p><blockquote><b>苹果股价</b></blockquote></p><p> Over the last decade, Apple Inc. has been a great investment:</p><p><blockquote>在过去十年中,苹果公司一直是一项伟大的投资:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d29aa34bdbc5bab7d0730a4095954e6\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Shares have returned 900% in those ten years, before dividends, for a compounded annual return of approximately 26%, easily trouncing the returns of the broad market during that time frame. Importantly, shares have risen a lot more than the company's market capitalization, which grew by only 550% over the last decade. The difference can be explained by the company's large share repurchase programs, which have lowered the share count drastically over the last decade. The last decade, of course, was a highly successful period for Apple on a business basis, as the company benefited from the rise of smartphones while also having success with new products such as its Watch and tablets, which Apple more or less introduced as a new product category. Right now, shares trade for $125, up 57% over the last twelve months, but down 6% in 2021 to date. Following strong gains during 2020, shares seem to be in a consolidation pattern for now, which is not too much of a surprise, as Apple's valuation had expanded a lot in the recent past, and it seems that the company's business growth has to catch up to the recent share price increases now. The current consensus price target is $156, which implies an upside potential of 25%. Since there are no signs of shares leaving their current trading range right now, I personally do not think that Apple will breach $150 in the near term.</p><p><blockquote>在这十年中,扣除股息前,股票回报率为900%,复合年回报率约为26%,轻松击败了同期大盘的回报率。重要的是,该公司股价的涨幅远远超过了该公司的市值,而该公司的市值在过去十年中仅增长了550%。这种差异可以用该公司的大规模股票回购计划来解释,该计划在过去十年中大幅减少了股票数量。当然,过去十年对苹果来说是商业上非常成功的时期,因为该公司受益于智能手机的兴起,同时也在手表和平板电脑等新产品上取得了成功,苹果或多或少地将其作为一个新产品类别推出。目前,股价为125美元,过去12个月上涨57%,但2021年迄今下跌6%。继2020年强劲上涨之后,股价目前似乎处于盘整格局,这并不令人意外,因为苹果的估值最近已经扩大了很多,而且该公司的业务增长似乎必须赶上最近的股价上涨。目前的一致目标价为156美元,这意味着25%的上涨潜力。由于目前没有迹象表明股价会离开当前的交易区间,我个人认为苹果短期内不会突破150美元。</blockquote></p><p> <b>Where Will Apple Stock Be In 10 Years</b></p><p><blockquote><b>10年后苹果股票会在哪里</b></blockquote></p><p> Apple's stock price in 2031 is, of course, nothing that can be forecasted with any precision. As history has shown, again and again, it is not even possible to forecast share prices precisely over a much shorter period of time. It is, however, possible to craft scenarios to see where share prices could be in the future under certain conditions, to get a feel for what might be a reasonable expectation for the future.</p><p><blockquote>当然,苹果2031年的股价是无法准确预测的。正如历史一次又一次地表明的那样,甚至不可能在更短的时间内准确预测股价。然而,可以设计情景来了解在某些条件下未来股价的走势,从而了解对未来的合理预期。</blockquote></p><p> To craft one such scenario, we have to consider Apple's business growth, Apple's shareholder return program, and the valuation multiple that shares might trade at in the future.</p><p><blockquote>为了构建这样的场景,我们必须考虑苹果的业务增长、苹果的股东回报计划以及股票未来可能交易的估值倍数。</blockquote></p><p> <b>Apple's business growth</b></p><p><blockquote><b>苹果的业务增长</b></blockquote></p><p> Apple Inc. has seen years of stronger growth and years of weaker growth in the past. This mostly can be explained by factors such as new product introductions, e.g. Watch or iPad, and by the strength of the respective current iPhone models, which see varying demand depending on the year. Other factors, such as economic growth or trade issues, play a role as well.</p><p><blockquote>苹果公司过去曾经历过多年的强劲增长和多年的疲软增长。这主要可以用新产品推出等因素来解释,例如。手表或iPad,以及各自当前iPhone型号的强度,这些型号的需求因年份而异。其他因素,如经济增长或贸易问题,也发挥了作用。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5b8bd8ef6cdaa13850c1380e870554c\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Overall, revenues have grown by 154% over the last decade, but as we see in the above chart, revenue growth has been relatively uneven. During the early 2010s, Apple generated massive growth on the back of the iPhones \"road to victory\", whereas revenue growth declined to a much slower pace in the following years. There were even some years during which revenues declined on a year-over-year basis, such as 2016. The average annual revenue growth pace was 10% over the last decade, but when we factor in that this was lifted up by the very strong growth in 2011 and 2012, it may not be too reasonable to assume that Apple will grow by 10% a year in the future, too. Investors should also consider that maintaining a high growth rate becomes ever more difficult the larger a company gets. This does, however, not mean that Apple's revenue growth will slow down to zero.</p><p><blockquote>总体而言,过去十年收入增长了154%,但正如我们在上图中看到的,收入增长相对不均衡。2010年代初,苹果凭借iPhone的“胜利之路”实现了巨大增长,而在接下来的几年里,收入增长速度放缓。甚至有一些年份的收入同比下降,例如2016年。过去十年的平均年收入增长率为10%,但当我们考虑到2011年和2012年的强劲增长推动了这一增长率时,假设苹果将增长10%可能不太合理。未来一年也是如此。投资者还应该考虑到,公司规模越大,保持高增长率就变得越困难。然而,这并不意味着苹果的收入增长将放缓至零。</blockquote></p><p></p><p> On the back of price increases for its products and the potential for market share gains in high-growth countries such as China, where more and more people will be able to buy Apple's higher-priced products, it seems reasonable to assume that Apple will generate at least some growth from its core businesses. Add in growth in the services segment - people use their phones more and more, which should lead to higher app spending - and consider the potential for new product launches (although I assume none will be as massive as the iPhone), and Apple should be able to grow its business at a solid pace. I personally assume that a 5%-7% revenue growth rate could be a realistic estimate for the coming years, although some readers will of course have different opinions.</p><p><blockquote>在其产品价格上涨以及中国等高增长国家市场份额增长的潜力(越来越多的人将能够购买苹果价格较高的产品)的背景下,似乎有理由假设苹果将至少从其核心业务中产生一些增长。再加上服务领域的增长——人们越来越多地使用手机,这应该会导致更高的应用支出——并考虑新产品发布的潜力(尽管我认为没有一款产品会像iPhone那样庞大),苹果应该能够以稳健的速度发展其业务。我个人认为5%-7%的收入增长率可能是未来几年的现实估计,尽管一些读者当然会有不同的意见。</blockquote></p><p> <b>Apple's shareholder returns</b></p><p><blockquote><b>苹果的股东回报</b></blockquote></p><p> Apple has lowered its share count massively in the past, as shown above, and it is, I believe, reasonable to assume that the same will happen going forward. Over the last decade, Apple bought back 36% of its shares. If the same were to happen over the next decade, each remaining share's portion of the company's value would rise by 56%, or 4.6% annualized. Due to the fact that Apple's current valuation is significantly higher than its historic valuation, buybacks could be less impactful in the future, though. Apple has, for example, only reduced its share count by 2.6% over the last year.</p><p><blockquote>如上所示,苹果过去曾大幅减少其股票数量,我相信,有理由假设未来也会发生同样的情况。过去十年,苹果回购了36%的股份。如果未来十年发生同样的情况,每股剩余股票在公司价值中的份额将上涨56%,即年化4.6%。不过,由于苹果目前的估值明显高于其历史估值,回购在未来的影响可能会较小。例如,苹果去年的股票数量仅减少了2.6%。</blockquote></p><p> This is why I believe that the share count will not decline by another 36% over the coming decade. When we adjust that downward to 25%, this would result in a ~3% annual tailwind for Apple's growth when we look at per-share metrics, which are the deciding factor for Apple's share price growth. Combined with my 5%-7% business growth estimate, I thus assume that Apple will grow by 8%-10% on a per-share basis in the long term.</p><p><blockquote>这就是为什么我相信未来十年股票数量不会再下降36%。当我们将其向下调整至25%时,当我们考虑每股指标时,这将为苹果的增长带来约3%的年度推动力,而每股指标是苹果股价增长的决定性因素。结合我5%-7%的业务增长预测,我因此假设苹果的每股长期增长将达到8%-10%。</blockquote></p><p> <b>Apple's future valuation</b></p><p><blockquote><b>苹果的未来估值</b></blockquote></p><p> AAPL has been valued in a very wide range in the past, seeing its shares trade for very low multiples at some points, whereas investors were willing to pay significantly more at other times:</p><p><blockquote>苹果公司过去的估值范围很广,其股票在某些时候的市盈率非常低,而投资者在其他时候愿意支付更高的价格:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be5cb8bbc04ff0e0a13ee64f6f2bd90a\" tg-width=\"635\" tg-height=\"470\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Shares could, five years ago, be bought for a very low 10x net earnings, which naturally was a great time to enter or expand positions. In late 2020, however, shares were trading for as much as 40x the company's net earnings, which seems like a quite high valuation. Right now, AAPL trades at 28x trailing earnings, and at around 24x forward profits. In the above chart, we also see the median earnings multiples over the last 3, 5, 7, and 10 years. It is pretty clear that Apple's valuation has expanded over the years, which is why the median values are higher for the shorter \"lookback\" periods. I do not believe that AAPL will trade at the 15.5x net earnings that it has traded at, on average, over the last decade, as this seems like a rather low valuation for a quality company like Apple with a strong brand, massive scale, great margins, and a fortress balance sheet. On the other hand, I also don't believe that Apple will trade at a 24-28x earnings multiple forever - for a company that generates solid but unspectacular business growth in the mid-single-digits, that seems quite expensive. This is especially true when we consider that interest rates will likely be higher a decade from now, which should pressure valuations for all equities, all else equal. I thus believe that a valuation of around 20x net earnings could be a reasonable estimate for 2031, which would be more or less in line with the 3-year median earnings multiple.</p><p><blockquote>五年前,可以以非常低的10倍净利润购买股票,这自然是进入或扩大头寸的好时机。然而,2020年底,该公司的股价高达该公司净利润的40倍,这似乎是一个相当高的估值。目前,AAPL的往绩市盈率为28倍,远期利润约为24倍。在上图中,我们还看到了过去3年、5年、7年和10年的市盈率中位数。很明显,苹果的估值多年来一直在扩大,这就是为什么在较短的“回顾”期内中值较高。我不认为AAPL的市盈率会达到过去十年平均市盈率的15.5倍,因为对于像苹果这样拥有强大品牌、庞大规模的优质公司来说,这似乎是一个相当低的估值。、巨大的利润和堡垒般的资产负债表。另一方面,我也不相信苹果的市盈率会永远保持在24-28倍——对于一家业务增长稳健但不引人注目的中个位数的公司来说,这似乎相当昂贵。当我们考虑到十年后利率可能会更高时,尤其如此,在其他条件相同的情况下,这应该会给所有股票的估值带来压力。因此,我认为2031年净利润20倍左右的估值可能是合理的估计,这或多或少与3年市盈率中位数一致。</blockquote></p><p> <b>Is AAPL A Buy Or Sell Now</b></p><p><blockquote><b>AAPL现在是买入还是卖出</b></blockquote></p><p> Starting our calculation with an EPS estimate of $5.15 for 2021 and assuming that this will grow by 7%-10% a year through 2031, we reach an EPS range of $10.10 to $13.40. Putting a 20x earnings multiple on that leads to a target price of around $200-$270/share. At the midpoint of around $235, shares would thus see gains of around 90% from the current level, or around 6.5% annualized. That surely is not a bad return, and when we add in the dividend, we would get to an annualized return of roughly 7%. This is, on the other hand, also not an outrageously great return, I believe.</p><p><blockquote>从2021年每股收益估计为5.15美元开始计算,并假设到2031年每年增长7%-10%,我们的每股收益范围为10.10美元至13.40美元。将市盈率定为20倍,目标价约为每股200-270美元。因此,在235美元左右的中点,股价将较当前水平上涨约90%,年化涨幅约为6.5%。这肯定是一个不错的回报,当我们加上股息时,我们将获得大约7%的年化回报率。另一方面,我相信这也不是一个惊人的回报。</blockquote></p><p></p><p> AAPL has, I believe, significant upside potential over the next decade, but that should not be a large surprise - many companies will see significant growth over a time span this long. I personally am not too excited about a 7% expected long-term return. When we consider that shares do have considerable downside risk in the next 1-3 years if Apple's valuation declines, e.g. due to rising interest rates, it may be a better choice to stay on the sidelines for now. Long-term investors will likely not do badly when they buy shares at current levels, but they will likely also not do great. For now, I'd rate Apple a hold, and a potential buy if its valuation comes closer to the longer-term average. Those that are more optimistic about new product launches may disagree and favor buying here, but it could turn out that waiting for a better opportunity is the best choice here.</p><p><blockquote>我相信,苹果公司在未来十年具有巨大的上涨潜力,但这并不令人意外——许多公司将在这么长的时间内实现显着增长。我个人对7%的预期长期回报率不太兴奋。当我们考虑到,如果苹果的估值下降,例如由于利率上升,股价在未来1-3年内确实存在相当大的下行风险,目前保持观望可能是更好的选择。长期投资者在当前水平购买股票时可能不会表现不佳,但也可能不会表现出色。目前,我对苹果的评级为持有,如果其估值接近长期平均水平,则可能买入。那些对新产品发布更乐观的人可能不同意并倾向于在这里购买,但事实证明,等待更好的机会是这里的最佳选择。</blockquote></p><p> Summing it up, I'd say shares do have significant upside potential over the next decade, but the upside potential is not large enough to make me buy shares at current, elevated, valuations.</p><p><blockquote>总而言之,我想说,该股在未来十年确实有巨大的上涨潜力,但上涨潜力还不足以让我以当前较高的估值购买股票。</blockquote></p><p></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>Where Will Apple Stock Be In 10 Years? What To Consider<blockquote>10年后苹果股票会在哪里?要考虑什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhere Will Apple Stock Be In 10 Years? What To Consider<blockquote>10年后苹果股票会在哪里?要考虑什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-04 15:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Apple has been a great investment over the last decade, but the next decade may look quite different.</li> <li>Apple has seen its growth slow down over the last decade, and it will likely not be a growth monster in the coming years, either.</li> <li>Shares have ample long-term upside, but investors should consider the current valuation before jumping to decisions.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f2ea192ed76d9772c2c6a820098faf5\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Photo by Paopano/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>苹果在过去十年中是一项伟大的投资,但下一个十年可能会大不相同。</li><li>苹果的增长在过去十年中有所放缓,未来几年也可能不会成为增长怪物。</li><li>股价具有充足的长期上涨空间,但投资者在做出决定之前应考虑当前的估值。</li></ul><p class=\"t-img-caption\"><span>摄影:Paopano/iStock社论,来自Getty Images</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> Apple (AAPL) has been one of the best investments one could have made over the last decade. Over the next decade, its growth may not be the same, however. Yet, thanks to massive shareholder return programs and a move towards services, Apple's stock will likely still be significantly higher a decade from now - even though the current valuation is rather high.</p><p><blockquote>苹果(AAPL)是过去十年中最好的投资之一。然而,在接下来的十年里,它的增长可能会有所不同。然而,由于大规模的股东回报计划和向服务业的转变,苹果的股价在十年后仍可能大幅上涨——尽管目前的估值相当高。</blockquote></p><p> <b>Apple Stock Price</b></p><p><blockquote><b>苹果股价</b></blockquote></p><p> Over the last decade, Apple Inc. has been a great investment:</p><p><blockquote>在过去十年中,苹果公司一直是一项伟大的投资:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d29aa34bdbc5bab7d0730a4095954e6\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Shares have returned 900% in those ten years, before dividends, for a compounded annual return of approximately 26%, easily trouncing the returns of the broad market during that time frame. Importantly, shares have risen a lot more than the company's market capitalization, which grew by only 550% over the last decade. The difference can be explained by the company's large share repurchase programs, which have lowered the share count drastically over the last decade. The last decade, of course, was a highly successful period for Apple on a business basis, as the company benefited from the rise of smartphones while also having success with new products such as its Watch and tablets, which Apple more or less introduced as a new product category. Right now, shares trade for $125, up 57% over the last twelve months, but down 6% in 2021 to date. Following strong gains during 2020, shares seem to be in a consolidation pattern for now, which is not too much of a surprise, as Apple's valuation had expanded a lot in the recent past, and it seems that the company's business growth has to catch up to the recent share price increases now. The current consensus price target is $156, which implies an upside potential of 25%. Since there are no signs of shares leaving their current trading range right now, I personally do not think that Apple will breach $150 in the near term.</p><p><blockquote>在这十年中,扣除股息前,股票回报率为900%,复合年回报率约为26%,轻松击败了同期大盘的回报率。重要的是,该公司股价的涨幅远远超过了该公司的市值,而该公司的市值在过去十年中仅增长了550%。这种差异可以用该公司的大规模股票回购计划来解释,该计划在过去十年中大幅减少了股票数量。当然,过去十年对苹果来说是商业上非常成功的时期,因为该公司受益于智能手机的兴起,同时也在手表和平板电脑等新产品上取得了成功,苹果或多或少地将其作为一个新产品类别推出。目前,股价为125美元,过去12个月上涨57%,但2021年迄今下跌6%。继2020年强劲上涨之后,股价目前似乎处于盘整格局,这并不令人意外,因为苹果的估值最近已经扩大了很多,而且该公司的业务增长似乎必须赶上最近的股价上涨。目前的一致目标价为156美元,这意味着25%的上涨潜力。由于目前没有迹象表明股价会离开当前的交易区间,我个人认为苹果短期内不会突破150美元。</blockquote></p><p> <b>Where Will Apple Stock Be In 10 Years</b></p><p><blockquote><b>10年后苹果股票会在哪里</b></blockquote></p><p> Apple's stock price in 2031 is, of course, nothing that can be forecasted with any precision. As history has shown, again and again, it is not even possible to forecast share prices precisely over a much shorter period of time. It is, however, possible to craft scenarios to see where share prices could be in the future under certain conditions, to get a feel for what might be a reasonable expectation for the future.</p><p><blockquote>当然,苹果2031年的股价是无法准确预测的。正如历史一次又一次地表明的那样,甚至不可能在更短的时间内准确预测股价。然而,可以设计情景来了解在某些条件下未来股价的走势,从而了解对未来的合理预期。</blockquote></p><p> To craft one such scenario, we have to consider Apple's business growth, Apple's shareholder return program, and the valuation multiple that shares might trade at in the future.</p><p><blockquote>为了构建这样的场景,我们必须考虑苹果的业务增长、苹果的股东回报计划以及股票未来可能交易的估值倍数。</blockquote></p><p> <b>Apple's business growth</b></p><p><blockquote><b>苹果的业务增长</b></blockquote></p><p> Apple Inc. has seen years of stronger growth and years of weaker growth in the past. This mostly can be explained by factors such as new product introductions, e.g. Watch or iPad, and by the strength of the respective current iPhone models, which see varying demand depending on the year. Other factors, such as economic growth or trade issues, play a role as well.</p><p><blockquote>苹果公司过去曾经历过多年的强劲增长和多年的疲软增长。这主要可以用新产品推出等因素来解释,例如。手表或iPad,以及各自当前iPhone型号的强度,这些型号的需求因年份而异。其他因素,如经济增长或贸易问题,也发挥了作用。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5b8bd8ef6cdaa13850c1380e870554c\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Overall, revenues have grown by 154% over the last decade, but as we see in the above chart, revenue growth has been relatively uneven. During the early 2010s, Apple generated massive growth on the back of the iPhones \"road to victory\", whereas revenue growth declined to a much slower pace in the following years. There were even some years during which revenues declined on a year-over-year basis, such as 2016. The average annual revenue growth pace was 10% over the last decade, but when we factor in that this was lifted up by the very strong growth in 2011 and 2012, it may not be too reasonable to assume that Apple will grow by 10% a year in the future, too. Investors should also consider that maintaining a high growth rate becomes ever more difficult the larger a company gets. This does, however, not mean that Apple's revenue growth will slow down to zero.</p><p><blockquote>总体而言,过去十年收入增长了154%,但正如我们在上图中看到的,收入增长相对不均衡。2010年代初,苹果凭借iPhone的“胜利之路”实现了巨大增长,而在接下来的几年里,收入增长速度放缓。甚至有一些年份的收入同比下降,例如2016年。过去十年的平均年收入增长率为10%,但当我们考虑到2011年和2012年的强劲增长推动了这一增长率时,假设苹果将增长10%可能不太合理。未来一年也是如此。投资者还应该考虑到,公司规模越大,保持高增长率就变得越困难。然而,这并不意味着苹果的收入增长将放缓至零。</blockquote></p><p></p><p> On the back of price increases for its products and the potential for market share gains in high-growth countries such as China, where more and more people will be able to buy Apple's higher-priced products, it seems reasonable to assume that Apple will generate at least some growth from its core businesses. Add in growth in the services segment - people use their phones more and more, which should lead to higher app spending - and consider the potential for new product launches (although I assume none will be as massive as the iPhone), and Apple should be able to grow its business at a solid pace. I personally assume that a 5%-7% revenue growth rate could be a realistic estimate for the coming years, although some readers will of course have different opinions.</p><p><blockquote>在其产品价格上涨以及中国等高增长国家市场份额增长的潜力(越来越多的人将能够购买苹果价格较高的产品)的背景下,似乎有理由假设苹果将至少从其核心业务中产生一些增长。再加上服务领域的增长——人们越来越多地使用手机,这应该会导致更高的应用支出——并考虑新产品发布的潜力(尽管我认为没有一款产品会像iPhone那样庞大),苹果应该能够以稳健的速度发展其业务。我个人认为5%-7%的收入增长率可能是未来几年的现实估计,尽管一些读者当然会有不同的意见。</blockquote></p><p> <b>Apple's shareholder returns</b></p><p><blockquote><b>苹果的股东回报</b></blockquote></p><p> Apple has lowered its share count massively in the past, as shown above, and it is, I believe, reasonable to assume that the same will happen going forward. Over the last decade, Apple bought back 36% of its shares. If the same were to happen over the next decade, each remaining share's portion of the company's value would rise by 56%, or 4.6% annualized. Due to the fact that Apple's current valuation is significantly higher than its historic valuation, buybacks could be less impactful in the future, though. Apple has, for example, only reduced its share count by 2.6% over the last year.</p><p><blockquote>如上所示,苹果过去曾大幅减少其股票数量,我相信,有理由假设未来也会发生同样的情况。过去十年,苹果回购了36%的股份。如果未来十年发生同样的情况,每股剩余股票在公司价值中的份额将上涨56%,即年化4.6%。不过,由于苹果目前的估值明显高于其历史估值,回购在未来的影响可能会较小。例如,苹果去年的股票数量仅减少了2.6%。</blockquote></p><p> This is why I believe that the share count will not decline by another 36% over the coming decade. When we adjust that downward to 25%, this would result in a ~3% annual tailwind for Apple's growth when we look at per-share metrics, which are the deciding factor for Apple's share price growth. Combined with my 5%-7% business growth estimate, I thus assume that Apple will grow by 8%-10% on a per-share basis in the long term.</p><p><blockquote>这就是为什么我相信未来十年股票数量不会再下降36%。当我们将其向下调整至25%时,当我们考虑每股指标时,这将为苹果的增长带来约3%的年度推动力,而每股指标是苹果股价增长的决定性因素。结合我5%-7%的业务增长预测,我因此假设苹果的每股长期增长将达到8%-10%。</blockquote></p><p> <b>Apple's future valuation</b></p><p><blockquote><b>苹果的未来估值</b></blockquote></p><p> AAPL has been valued in a very wide range in the past, seeing its shares trade for very low multiples at some points, whereas investors were willing to pay significantly more at other times:</p><p><blockquote>苹果公司过去的估值范围很广,其股票在某些时候的市盈率非常低,而投资者在其他时候愿意支付更高的价格:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be5cb8bbc04ff0e0a13ee64f6f2bd90a\" tg-width=\"635\" tg-height=\"470\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Shares could, five years ago, be bought for a very low 10x net earnings, which naturally was a great time to enter or expand positions. In late 2020, however, shares were trading for as much as 40x the company's net earnings, which seems like a quite high valuation. Right now, AAPL trades at 28x trailing earnings, and at around 24x forward profits. In the above chart, we also see the median earnings multiples over the last 3, 5, 7, and 10 years. It is pretty clear that Apple's valuation has expanded over the years, which is why the median values are higher for the shorter \"lookback\" periods. I do not believe that AAPL will trade at the 15.5x net earnings that it has traded at, on average, over the last decade, as this seems like a rather low valuation for a quality company like Apple with a strong brand, massive scale, great margins, and a fortress balance sheet. On the other hand, I also don't believe that Apple will trade at a 24-28x earnings multiple forever - for a company that generates solid but unspectacular business growth in the mid-single-digits, that seems quite expensive. This is especially true when we consider that interest rates will likely be higher a decade from now, which should pressure valuations for all equities, all else equal. I thus believe that a valuation of around 20x net earnings could be a reasonable estimate for 2031, which would be more or less in line with the 3-year median earnings multiple.</p><p><blockquote>五年前,可以以非常低的10倍净利润购买股票,这自然是进入或扩大头寸的好时机。然而,2020年底,该公司的股价高达该公司净利润的40倍,这似乎是一个相当高的估值。目前,AAPL的往绩市盈率为28倍,远期利润约为24倍。在上图中,我们还看到了过去3年、5年、7年和10年的市盈率中位数。很明显,苹果的估值多年来一直在扩大,这就是为什么在较短的“回顾”期内中值较高。我不认为AAPL的市盈率会达到过去十年平均市盈率的15.5倍,因为对于像苹果这样拥有强大品牌、庞大规模的优质公司来说,这似乎是一个相当低的估值。、巨大的利润和堡垒般的资产负债表。另一方面,我也不相信苹果的市盈率会永远保持在24-28倍——对于一家业务增长稳健但不引人注目的中个位数的公司来说,这似乎相当昂贵。当我们考虑到十年后利率可能会更高时,尤其如此,在其他条件相同的情况下,这应该会给所有股票的估值带来压力。因此,我认为2031年净利润20倍左右的估值可能是合理的估计,这或多或少与3年市盈率中位数一致。</blockquote></p><p> <b>Is AAPL A Buy Or Sell Now</b></p><p><blockquote><b>AAPL现在是买入还是卖出</b></blockquote></p><p> Starting our calculation with an EPS estimate of $5.15 for 2021 and assuming that this will grow by 7%-10% a year through 2031, we reach an EPS range of $10.10 to $13.40. Putting a 20x earnings multiple on that leads to a target price of around $200-$270/share. At the midpoint of around $235, shares would thus see gains of around 90% from the current level, or around 6.5% annualized. That surely is not a bad return, and when we add in the dividend, we would get to an annualized return of roughly 7%. This is, on the other hand, also not an outrageously great return, I believe.</p><p><blockquote>从2021年每股收益估计为5.15美元开始计算,并假设到2031年每年增长7%-10%,我们的每股收益范围为10.10美元至13.40美元。将市盈率定为20倍,目标价约为每股200-270美元。因此,在235美元左右的中点,股价将较当前水平上涨约90%,年化涨幅约为6.5%。这肯定是一个不错的回报,当我们加上股息时,我们将获得大约7%的年化回报率。另一方面,我相信这也不是一个惊人的回报。</blockquote></p><p></p><p> AAPL has, I believe, significant upside potential over the next decade, but that should not be a large surprise - many companies will see significant growth over a time span this long. I personally am not too excited about a 7% expected long-term return. When we consider that shares do have considerable downside risk in the next 1-3 years if Apple's valuation declines, e.g. due to rising interest rates, it may be a better choice to stay on the sidelines for now. Long-term investors will likely not do badly when they buy shares at current levels, but they will likely also not do great. For now, I'd rate Apple a hold, and a potential buy if its valuation comes closer to the longer-term average. Those that are more optimistic about new product launches may disagree and favor buying here, but it could turn out that waiting for a better opportunity is the best choice here.</p><p><blockquote>我相信,苹果公司在未来十年具有巨大的上涨潜力,但这并不令人意外——许多公司将在这么长的时间内实现显着增长。我个人对7%的预期长期回报率不太兴奋。当我们考虑到,如果苹果的估值下降,例如由于利率上升,股价在未来1-3年内确实存在相当大的下行风险,目前保持观望可能是更好的选择。长期投资者在当前水平购买股票时可能不会表现不佳,但也可能不会表现出色。目前,我对苹果的评级为持有,如果其估值接近长期平均水平,则可能买入。那些对新产品发布更乐观的人可能不同意并倾向于在这里购买,但事实证明,等待更好的机会是这里的最佳选择。</blockquote></p><p> Summing it up, I'd say shares do have significant upside potential over the next decade, but the upside potential is not large enough to make me buy shares at current, elevated, valuations.</p><p><blockquote>总而言之,我想说,该股在未来十年确实有巨大的上涨潜力,但上涨潜力还不足以让我以当前较高的估值购买股票。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4432703-apple-stock-in-10-years\">seekingalpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4432703-apple-stock-in-10-years","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122373606","content_text":"Summary\n\nApple has been a great investment over the last decade, but the next decade may look quite different.\nApple has seen its growth slow down over the last decade, and it will likely not be a growth monster in the coming years, either.\nShares have ample long-term upside, but investors should consider the current valuation before jumping to decisions.\n\nPhoto by Paopano/iStock Editorial via Getty Images\nArticle Thesis\nApple (AAPL) has been one of the best investments one could have made over the last decade. Over the next decade, its growth may not be the same, however. Yet, thanks to massive shareholder return programs and a move towards services, Apple's stock will likely still be significantly higher a decade from now - even though the current valuation is rather high.\nApple Stock Price\nOver the last decade, Apple Inc. has been a great investment:\nData by YCharts\nShares have returned 900% in those ten years, before dividends, for a compounded annual return of approximately 26%, easily trouncing the returns of the broad market during that time frame. Importantly, shares have risen a lot more than the company's market capitalization, which grew by only 550% over the last decade. The difference can be explained by the company's large share repurchase programs, which have lowered the share count drastically over the last decade. The last decade, of course, was a highly successful period for Apple on a business basis, as the company benefited from the rise of smartphones while also having success with new products such as its Watch and tablets, which Apple more or less introduced as a new product category. Right now, shares trade for $125, up 57% over the last twelve months, but down 6% in 2021 to date. Following strong gains during 2020, shares seem to be in a consolidation pattern for now, which is not too much of a surprise, as Apple's valuation had expanded a lot in the recent past, and it seems that the company's business growth has to catch up to the recent share price increases now. The current consensus price target is $156, which implies an upside potential of 25%. Since there are no signs of shares leaving their current trading range right now, I personally do not think that Apple will breach $150 in the near term.\nWhere Will Apple Stock Be In 10 Years\nApple's stock price in 2031 is, of course, nothing that can be forecasted with any precision. As history has shown, again and again, it is not even possible to forecast share prices precisely over a much shorter period of time. It is, however, possible to craft scenarios to see where share prices could be in the future under certain conditions, to get a feel for what might be a reasonable expectation for the future.\nTo craft one such scenario, we have to consider Apple's business growth, Apple's shareholder return program, and the valuation multiple that shares might trade at in the future.\nApple's business growth\nApple Inc. has seen years of stronger growth and years of weaker growth in the past. This mostly can be explained by factors such as new product introductions, e.g. Watch or iPad, and by the strength of the respective current iPhone models, which see varying demand depending on the year. Other factors, such as economic growth or trade issues, play a role as well.\nData by YCharts\nOverall, revenues have grown by 154% over the last decade, but as we see in the above chart, revenue growth has been relatively uneven. During the early 2010s, Apple generated massive growth on the back of the iPhones \"road to victory\", whereas revenue growth declined to a much slower pace in the following years. There were even some years during which revenues declined on a year-over-year basis, such as 2016. The average annual revenue growth pace was 10% over the last decade, but when we factor in that this was lifted up by the very strong growth in 2011 and 2012, it may not be too reasonable to assume that Apple will grow by 10% a year in the future, too. Investors should also consider that maintaining a high growth rate becomes ever more difficult the larger a company gets. This does, however, not mean that Apple's revenue growth will slow down to zero.\nOn the back of price increases for its products and the potential for market share gains in high-growth countries such as China, where more and more people will be able to buy Apple's higher-priced products, it seems reasonable to assume that Apple will generate at least some growth from its core businesses. Add in growth in the services segment - people use their phones more and more, which should lead to higher app spending - and consider the potential for new product launches (although I assume none will be as massive as the iPhone), and Apple should be able to grow its business at a solid pace. I personally assume that a 5%-7% revenue growth rate could be a realistic estimate for the coming years, although some readers will of course have different opinions.\nApple's shareholder returns\nApple has lowered its share count massively in the past, as shown above, and it is, I believe, reasonable to assume that the same will happen going forward. Over the last decade, Apple bought back 36% of its shares. If the same were to happen over the next decade, each remaining share's portion of the company's value would rise by 56%, or 4.6% annualized. Due to the fact that Apple's current valuation is significantly higher than its historic valuation, buybacks could be less impactful in the future, though. Apple has, for example, only reduced its share count by 2.6% over the last year.\nThis is why I believe that the share count will not decline by another 36% over the coming decade. When we adjust that downward to 25%, this would result in a ~3% annual tailwind for Apple's growth when we look at per-share metrics, which are the deciding factor for Apple's share price growth. Combined with my 5%-7% business growth estimate, I thus assume that Apple will grow by 8%-10% on a per-share basis in the long term.\nApple's future valuation\nAAPL has been valued in a very wide range in the past, seeing its shares trade for very low multiples at some points, whereas investors were willing to pay significantly more at other times:\nData by YCharts\nShares could, five years ago, be bought for a very low 10x net earnings, which naturally was a great time to enter or expand positions. In late 2020, however, shares were trading for as much as 40x the company's net earnings, which seems like a quite high valuation. Right now, AAPL trades at 28x trailing earnings, and at around 24x forward profits. In the above chart, we also see the median earnings multiples over the last 3, 5, 7, and 10 years. It is pretty clear that Apple's valuation has expanded over the years, which is why the median values are higher for the shorter \"lookback\" periods. I do not believe that AAPL will trade at the 15.5x net earnings that it has traded at, on average, over the last decade, as this seems like a rather low valuation for a quality company like Apple with a strong brand, massive scale, great margins, and a fortress balance sheet. On the other hand, I also don't believe that Apple will trade at a 24-28x earnings multiple forever - for a company that generates solid but unspectacular business growth in the mid-single-digits, that seems quite expensive. This is especially true when we consider that interest rates will likely be higher a decade from now, which should pressure valuations for all equities, all else equal. I thus believe that a valuation of around 20x net earnings could be a reasonable estimate for 2031, which would be more or less in line with the 3-year median earnings multiple.\nIs AAPL A Buy Or Sell Now\nStarting our calculation with an EPS estimate of $5.15 for 2021 and assuming that this will grow by 7%-10% a year through 2031, we reach an EPS range of $10.10 to $13.40. Putting a 20x earnings multiple on that leads to a target price of around $200-$270/share. At the midpoint of around $235, shares would thus see gains of around 90% from the current level, or around 6.5% annualized. That surely is not a bad return, and when we add in the dividend, we would get to an annualized return of roughly 7%. This is, on the other hand, also not an outrageously great return, I believe.\nAAPL has, I believe, significant upside potential over the next decade, but that should not be a large surprise - many companies will see significant growth over a time span this long. I personally am not too excited about a 7% expected long-term return. When we consider that shares do have considerable downside risk in the next 1-3 years if Apple's valuation declines, e.g. due to rising interest rates, it may be a better choice to stay on the sidelines for now. Long-term investors will likely not do badly when they buy shares at current levels, but they will likely also not do great. For now, I'd rate Apple a hold, and a potential buy if its valuation comes closer to the longer-term average. Those that are more optimistic about new product launches may disagree and favor buying here, but it could turn out that waiting for a better opportunity is the best choice here.\nSumming it up, I'd say shares do have significant upside potential over the next decade, but the upside potential is not large enough to make me buy shares at current, elevated, valuations.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839899390,"gmtCreate":1629132356110,"gmtModify":1633687145497,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554804006357295","idStr":"3554804006357295"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>huatt","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>huatt","text":"$Tesla Motors(TSLA)$huatt","images":[{"img":"https://static.tigerbbs.com/b626efe38d47c9d4b674ade6e873e05a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/839899390","isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":197203999,"gmtCreate":1621467298311,"gmtModify":1634189003688,"author":{"id":"3554804006357295","authorId":"3554804006357295","name":"iamateh","avatar":"https://static.tigerbbs.com/cfa6492594e288f70d24f72146aeec45","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554804006357295","idStr":"3554804006357295"},"themes":[],"htmlText":"pls like and comment ","listText":"pls like and comment ","text":"pls like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/197203999","repostId":"1129952039","repostType":4,"repost":{"id":"1129952039","kind":"news","pubTimestamp":1621466041,"share":"https://www.laohu8.com/m/news/1129952039?lang=zh_CN&edition=full","pubTime":"2021-05-20 07:14","market":"us","language":"en","title":"U.S. stocks drop after Fed minutes, crypto fall<blockquote>美联储会议纪要后美国股市下跌,加密货币下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129952039","media":"Reuters","summary":"(Reuters) - Wall Street’s main indexes closed lower on Wednesday after minutes from an April Federal","content":"<p>(Reuters) - Wall Street’s main indexes closed lower on Wednesday after minutes from an April Federal Reserve meeting showed participants agreed the U.S. economy remained far from the central bank’s goals, with some considering discussions on tapering its bond buying program.</p><p><blockquote>(路透社)-华尔街主要股指周三收低,此前美联储4月份会议纪要显示,与会者一致认为美国经济仍远未达到央行的目标,一些人正在考虑讨论缩减债券购买计划。</blockquote></p><p>The S&P 500 added to losses after the release of the minutes revealed a number of Fed policymakers thought that if the economy continued rapid progress, it would become appropriate “at some point” in upcoming meetings to begin discussing a tapering of the Fed’s monthly purchases of government bonds, a policy designed to keep long-term interest rates low.</p><p><blockquote>在会议纪要发布后,标普500加剧了损失,一些美联储政策制定者认为,如果经济继续快速增长,在即将举行的会议上“在某个时候”开始讨论美联储每月购买国债的规模将变得适当,这是一项旨在保持长期利率较低的政策。</blockquote></p><p>“There continues to be a view and a perspective from the participants, as well as the Fed staff that these inflationary pressures that are beginning to become evident will remain transitory in their view and will likely recede as we transition into 2022,” said Bill Northey, senior investment director at U.S. Bank Wealth Management in Minneapolis.</p><p><blockquote>比尔·诺西(Bill Northey)表示:“参与者以及美联储工作人员仍然认为,这些开始变得明显的通胀压力在他们看来仍将是暂时的,并且可能会随着我们过渡到2022年而消退。”明尼阿波利斯合众银行财富管理公司高级投资总监。</blockquote></p><p>Strong inflation readings and signs of a worker shortage in recent weeks have fueled fears and roiled stock markets despite reassurances from Fed officials that the rise in prices would be temporary.</p><p><blockquote>尽管美联储官员保证价格上涨将是暂时的,但最近几周强劲的通胀数据和工人短缺的迹象加剧了人们的担忧并扰乱了股市。</blockquote></p><p>All three main indexes hit their session lows in morning trade after opening sharply lower, then partially recovered before the release of the Fed minutes pressured them anew.</p><p><blockquote>三大主要股指在早盘大幅低开后均触及盘中低点,随后在美联储会议纪要发布再次给其带来压力之前部分回升。</blockquote></p><p>The Dow Jones Industrial Average fell 164.62 points, or 0.48%, to 33,896.04, the S&P 500 lost 12.15 points, or 0.29%, to 4,115.68 and the Nasdaq Composite dropped 3.90 points, or 0.03%, to 13,299.74.</p><p><blockquote>道琼斯工业平均指数下跌164.62点,跌幅0.48%,至33,896.04点;标普500下跌12.15点,跌幅0.29%,至4,115.68点;纳斯达克综合指数下跌3.90点,跌幅0.03%,至13,299.74点。</blockquote></p><p>Volume on U.S. exchanges was 10.70 billion shares, compared with the 10.60 billion average for the full session over the last 20 trading days.</p><p><blockquote>美国交易所成交量为107亿股,而过去20个交易日全交易日平均成交量为106亿股。</blockquote></p><p>Contributing to a risk-off mood on Wednesday, Bitcoin and ether plunged in the wake of China’s move to ban financial and payment institutions from providing cryptocurrency services.</p><p><blockquote>在中国禁止金融和支付机构提供加密货币服务后,比特币和以太币暴跌,加剧了周三的避险情绪。</blockquote></p><p>The two main digital currencies fell as much as 30% and 45%, respectively, but they significantly stemmed their losses in afternoon trading after two of their biggest backers -- Tesla Inc chief Elon Musk and Ark Invest’s chief executive officer Cathie Wood -- reiterated their support for bitcoin.</p><p><blockquote>这两种主要数字货币分别下跌了30%和45%,但在它们的两个最大支持者——特斯拉公司首席执行官Elon Musk和Ark Invest首席执行官Cathie Wood——之后,它们在下午交易中大幅止住了跌幅。重申了对比特币的支持。</blockquote></p><p>Crypto-exchange operator Coinbase Global ,miners Riot Blockchain and Marathon Digital Holdings saw their shares sharply decline on Wednesday.</p><p><blockquote>加密货币交易所运营商Coinbase Global、矿商Riot Blockchain和Marathon Digital Holdings的股价周三大幅下跌。</blockquote></p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.15-to-1 ratio; on Nasdaq, a 1.71-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为2.15比1;在纳斯达克,1.71比1的比率有利于下跌股。</blockquote></p><p>The S&P 500 posted 3 new 52-week highs and no new lows; the Nasdaq Composite recorded 34 new highs and 49 new lows.</p><p><blockquote>标普500创下3个52周新高,无新低;纳斯达克综合指数创下34个新高,49个新低。</blockquote></p><p><b><i>Financial</i></b><b> </b><b><i>Report</i></b></p><p><blockquote><b><i>金融的</i></b><b> </b><b><i>报告</i></b></blockquote></p><p><a href=\"https://laohu8.com/NW/1160173685\" target=\"_blank\">4.5 Billion Parcels Expanded Market Share to 20.4%</a></p><p><blockquote><a href=\"https://laohu8.com/NW/1160173685\" target=\"_blank\">45亿件包裹市场份额扩大至20.4%</a></blockquote></p><p><a href=\"https://laohu8.com/NW/1178296022\" target=\"_blank\">KE Holdings EPS beats by $0.04, beats on revenue</a></p><p><blockquote><a href=\"https://laohu8.com/NW/1178296022\" target=\"_blank\">KE Holdings EPS超过预期0.04美元,营收超过预期</a></blockquote></p><p><a href=\"https://laohu8.com/NW/2136465859\" target=\"_blank\">Victoria's Secret parent L Brands swings to quarterly profit as sales rise</a></p><p><blockquote><a href=\"https://laohu8.com/NW/2136465859\" target=\"_blank\">随着销售额增长,维多利亚的秘密母公司L Brands实现季度盈利</a></blockquote></p><p><a href=\"https://laohu8.com/NW/2136594667\" target=\"_blank\">Cisco stock drops as higher costs amid chip shortage ding earnings outlook</a></p><p><blockquote><a href=\"https://laohu8.com/NW/2136594667\" target=\"_blank\">芯片短缺导致成本上升影响盈利前景,思科股价下跌</a></blockquote></p><p><a href=\"https://laohu8.com/NW/2136450339\" target=\"_blank\">Chip Design Software Firm Synopsys Trounces Fiscal Second-Quarter Targets</a></p><p><blockquote><a href=\"https://laohu8.com/NW/2136450339\" target=\"_blank\">芯片设计软件公司Synopsys超额完成第二财季目标</a></blockquote></p><p></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>U.S. stocks drop after Fed minutes, crypto fall<blockquote>美联储会议纪要后美国股市下跌,加密货币下跌</blockquote></title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stocks drop after Fed minutes, crypto fall<blockquote>美联储会议纪要后美国股市下跌,加密货币下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-05-20 07:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) - Wall Street’s main indexes closed lower on Wednesday after minutes from an April Federal Reserve meeting showed participants agreed the U.S. economy remained far from the central bank’s goals, with some considering discussions on tapering its bond buying program.</p><p><blockquote>(路透社)-华尔街主要股指周三收低,此前美联储4月份会议纪要显示,与会者一致认为美国经济仍远未达到央行的目标,一些人正在考虑讨论缩减债券购买计划。</blockquote></p><p>The S&P 500 added to losses after the release of the minutes revealed a number of Fed policymakers thought that if the economy continued rapid progress, it would become appropriate “at some point” in upcoming meetings to begin discussing a tapering of the Fed’s monthly purchases of government bonds, a policy designed to keep long-term interest rates low.</p><p><blockquote>在会议纪要发布后,标普500加剧了损失,一些美联储政策制定者认为,如果经济继续快速增长,在即将举行的会议上“在某个时候”开始讨论美联储每月购买国债的规模将变得适当,这是一项旨在保持长期利率较低的政策。</blockquote></p><p>“There continues to be a view and a perspective from the participants, as well as the Fed staff that these inflationary pressures that are beginning to become evident will remain transitory in their view and will likely recede as we transition into 2022,” said Bill Northey, senior investment director at U.S. Bank Wealth Management in Minneapolis.</p><p><blockquote>比尔·诺西(Bill Northey)表示:“参与者以及美联储工作人员仍然认为,这些开始变得明显的通胀压力在他们看来仍将是暂时的,并且可能会随着我们过渡到2022年而消退。”明尼阿波利斯合众银行财富管理公司高级投资总监。</blockquote></p><p>Strong inflation readings and signs of a worker shortage in recent weeks have fueled fears and roiled stock markets despite reassurances from Fed officials that the rise in prices would be temporary.</p><p><blockquote>尽管美联储官员保证价格上涨将是暂时的,但最近几周强劲的通胀数据和工人短缺的迹象加剧了人们的担忧并扰乱了股市。</blockquote></p><p>All three main indexes hit their session lows in morning trade after opening sharply lower, then partially recovered before the release of the Fed minutes pressured them anew.</p><p><blockquote>三大主要股指在早盘大幅低开后均触及盘中低点,随后在美联储会议纪要发布再次给其带来压力之前部分回升。</blockquote></p><p>The Dow Jones Industrial Average fell 164.62 points, or 0.48%, to 33,896.04, the S&P 500 lost 12.15 points, or 0.29%, to 4,115.68 and the Nasdaq Composite dropped 3.90 points, or 0.03%, to 13,299.74.</p><p><blockquote>道琼斯工业平均指数下跌164.62点,跌幅0.48%,至33,896.04点;标普500下跌12.15点,跌幅0.29%,至4,115.68点;纳斯达克综合指数下跌3.90点,跌幅0.03%,至13,299.74点。</blockquote></p><p>Volume on U.S. exchanges was 10.70 billion shares, compared with the 10.60 billion average for the full session over the last 20 trading days.</p><p><blockquote>美国交易所成交量为107亿股,而过去20个交易日全交易日平均成交量为106亿股。</blockquote></p><p>Contributing to a risk-off mood on Wednesday, Bitcoin and ether plunged in the wake of China’s move to ban financial and payment institutions from providing cryptocurrency services.</p><p><blockquote>在中国禁止金融和支付机构提供加密货币服务后,比特币和以太币暴跌,加剧了周三的避险情绪。</blockquote></p><p>The two main digital currencies fell as much as 30% and 45%, respectively, but they significantly stemmed their losses in afternoon trading after two of their biggest backers -- Tesla Inc chief Elon Musk and Ark Invest’s chief executive officer Cathie Wood -- reiterated their support for bitcoin.</p><p><blockquote>这两种主要数字货币分别下跌了30%和45%,但在它们的两个最大支持者——特斯拉公司首席执行官Elon Musk和Ark Invest首席执行官Cathie Wood——之后,它们在下午交易中大幅止住了跌幅。重申了对比特币的支持。</blockquote></p><p>Crypto-exchange operator Coinbase Global ,miners Riot Blockchain and Marathon Digital Holdings saw their shares sharply decline on Wednesday.</p><p><blockquote>加密货币交易所运营商Coinbase Global、矿商Riot Blockchain和Marathon Digital Holdings的股价周三大幅下跌。</blockquote></p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.15-to-1 ratio; on Nasdaq, a 1.71-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为2.15比1;在纳斯达克,1.71比1的比率有利于下跌股。</blockquote></p><p>The S&P 500 posted 3 new 52-week highs and no new lows; the Nasdaq Composite recorded 34 new highs and 49 new lows.</p><p><blockquote>标普500创下3个52周新高,无新低;纳斯达克综合指数创下34个新高,49个新低。</blockquote></p><p><b><i>Financial</i></b><b> </b><b><i>Report</i></b></p><p><blockquote><b><i>金融的</i></b><b> </b><b><i>报告</i></b></blockquote></p><p><a href=\"https://laohu8.com/NW/1160173685\" target=\"_blank\">4.5 Billion Parcels Expanded Market Share to 20.4%</a></p><p><blockquote><a href=\"https://laohu8.com/NW/1160173685\" target=\"_blank\">45亿件包裹市场份额扩大至20.4%</a></blockquote></p><p><a href=\"https://laohu8.com/NW/1178296022\" target=\"_blank\">KE Holdings EPS beats by $0.04, beats on revenue</a></p><p><blockquote><a href=\"https://laohu8.com/NW/1178296022\" target=\"_blank\">KE Holdings EPS超过预期0.04美元,营收超过预期</a></blockquote></p><p><a href=\"https://laohu8.com/NW/2136465859\" target=\"_blank\">Victoria's Secret parent L Brands swings to quarterly profit as sales rise</a></p><p><blockquote><a href=\"https://laohu8.com/NW/2136465859\" target=\"_blank\">随着销售额增长,维多利亚的秘密母公司L Brands实现季度盈利</a></blockquote></p><p><a href=\"https://laohu8.com/NW/2136594667\" target=\"_blank\">Cisco stock drops as higher costs amid chip shortage ding earnings outlook</a></p><p><blockquote><a href=\"https://laohu8.com/NW/2136594667\" target=\"_blank\">芯片短缺导致成本上升影响盈利前景,思科股价下跌</a></blockquote></p><p><a href=\"https://laohu8.com/NW/2136450339\" target=\"_blank\">Chip Design Software Firm Synopsys Trounces Fiscal Second-Quarter Targets</a></p><p><blockquote><a href=\"https://laohu8.com/NW/2136450339\" target=\"_blank\">芯片设计软件公司Synopsys超额完成第二财季目标</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-u-s-stocks-drop-after-fed-minutes-crypto-fall-idUSL2N2N639Y\">Reuters</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-u-s-stocks-drop-after-fed-minutes-crypto-fall-idUSL2N2N639Y","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129952039","content_text":"(Reuters) - Wall Street’s main indexes closed lower on Wednesday after minutes from an April Federal Reserve meeting showed participants agreed the U.S. economy remained far from the central bank’s goals, with some considering discussions on tapering its bond buying program.The S&P 500 added to losses after the release of the minutes revealed a number of Fed policymakers thought that if the economy continued rapid progress, it would become appropriate “at some point” in upcoming meetings to begin discussing a tapering of the Fed’s monthly purchases of government bonds, a policy designed to keep long-term interest rates low.“There continues to be a view and a perspective from the participants, as well as the Fed staff that these inflationary pressures that are beginning to become evident will remain transitory in their view and will likely recede as we transition into 2022,” said Bill Northey, senior investment director at U.S. Bank Wealth Management in Minneapolis.Strong inflation readings and signs of a worker shortage in recent weeks have fueled fears and roiled stock markets despite reassurances from Fed officials that the rise in prices would be temporary.All three main indexes hit their session lows in morning trade after opening sharply lower, then partially recovered before the release of the Fed minutes pressured them anew.The Dow Jones Industrial Average fell 164.62 points, or 0.48%, to 33,896.04, the S&P 500 lost 12.15 points, or 0.29%, to 4,115.68 and the Nasdaq Composite dropped 3.90 points, or 0.03%, to 13,299.74.Volume on U.S. exchanges was 10.70 billion shares, compared with the 10.60 billion average for the full session over the last 20 trading days.Contributing to a risk-off mood on Wednesday, Bitcoin and ether plunged in the wake of China’s move to ban financial and payment institutions from providing cryptocurrency services.The two main digital currencies fell as much as 30% and 45%, respectively, but they significantly stemmed their losses in afternoon trading after two of their biggest backers -- Tesla Inc chief Elon Musk and Ark Invest’s chief executive officer Cathie Wood -- reiterated their support for bitcoin.Crypto-exchange operator Coinbase Global ,miners Riot Blockchain and Marathon Digital Holdings saw their shares sharply decline on Wednesday.Declining issues outnumbered advancing ones on the NYSE by a 2.15-to-1 ratio; on Nasdaq, a 1.71-to-1 ratio favored decliners.The S&P 500 posted 3 new 52-week highs and no new lows; the Nasdaq Composite recorded 34 new highs and 49 new lows.Financial Report4.5 Billion Parcels Expanded Market Share to 20.4%KE Holdings EPS beats by $0.04, beats on revenueVictoria's Secret parent L Brands swings to quarterly profit as sales riseCisco stock drops as higher costs amid chip shortage ding earnings outlookChip Design Software Firm Synopsys Trounces Fiscal Second-Quarter 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