WhoTokMyName的个人主页 - 老虎社区

WhoTokMyName

WhoTokMyName

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0勋章

2024-12-06

$Rocket Lab USA, Inc.(RKLB)$ Clear road ahead for the next four years 😎

2021-05-01

看你把grab吹到那么nb，我就来分享一下身为马来西亚人的情况吧，在这里几乎每个家庭都有一辆车，大学生毕业基本就有买车的能力了，不是他们厉害赚钱，而是本地生产的车不会贵加上这里买车贷款供期可长达9年，利息基本不超过2.5%，一个月最低3到4百马币就可以拥车，没买车的都不是因为买不起，而是家里有多辆车随便用，再加上国内风气，拥车不管是追妹子还是见家长都是基本必需品，早期grab给出很多优惠时还能用，大家都撸他的羊毛，现在我基本一年只用那么一次就是要到机场时才用。外卖疫情前一年没叫过三次，封城时用的次数应该是有生以来最多了，解封后基本没在看了，想像一下你叫了海底捞外卖给了和店里一样的价钱但是没有店里的服务和气氛。电子钱包都在用tng (grab的主要竞争者，一个和alipay合作的本地电子钱包，他们家的卡是拥车和上高速的必备，背后是国家第二大银行和投资基金)。他在东南亚其他国家的情况我就不知道了，自己找找吧。

抱歉，原内容已删除

2021-02-27

永远不要看空美国股市就和永远不要看空中国地产一样

抱歉，原内容已删除

2021-06-02

$RLX科技(RLX)$这是要回到7的节奏吗

2021-06-11

$ContextLogic Inc.(WISH)$淡定

2021-05-29

$NOK 20220121 10.0 CALL(NOK)$先止盈一半，另一半等第二波[财迷]

2021-02-24

买特斯拉等于买比特币了

抱歉，原内容已删除

2021-06-10

$ContextLogic Inc.(WISH)$[财迷] [财迷]

2021-05-16

这里大部分喷的人都是还没持有狗狗币的[笑哭]

马斯克表示：在理想情况下，狗狗币可将区块时间加快10倍

2021-08-28

就看gj有没有意识到产业链改革的迫切了

抱歉，原内容已删除

2021-07-16

$阿斯麦(ASML)$🥱

2021-02-26

本来想吐几句的，看了大家都在吐，那我就吐一句就好:没有建设性，没有结论，感觉在读遗书。

抱歉，原内容已删除

2021-10-02

$阿斯麦(ASML)$不卖

2021-08-06

$阿斯麦(ASML)$[微笑]

2021-06-16

破千吧

抱歉，原内容已删除

2021-06-02

$游戏驿站(GME)$[财迷]

2021-05-20

Covid19?

抱歉，原内容已删除

2021-05-02

$阿斯麦(ASML)$ [财迷]

2021-04-27

必须想办法让富人在个人层面花钱来促进经济啊，90%的财产继承税应该可以 [财迷]

抱歉，原内容已删除

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love levels","starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":390067653988544,"gmtCreate":1736265083173,"gmtModify":1736265090294,"author":{"id":"3569718620423179","authorId":"3569718620423179","name":"WhoTokMyName","avatar":"https://static.tigerbbs.com/2d73bd88a3da09fcbd3b24caeaa864f9","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569718620423179","idStr":"3569718620423179"},"themes":[],"htmlText":"great analysis but the valuation part may need consider the fact that Disney has paid 8.6 bil for comcast 33% stake in hulu, this means Disney gave hulu valuation of 26bil, also dont forget comcast is claiming additional 5bil from Disney, if comcast succeed, that gave hulu 41bil valuation, if you value the hulu live TV portion by revenue generated which is around 42% of hulu 2023 total revenue, this suggest hulu live TV operation valuation is around 13bil to 20bil, this is before the dilution, 30% would be around 4bil to 6bil, even lower 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comcast 33% stake in hulu, this means Disney gave hulu valuation of 26bil, also dont forget comcast is claiming additional 5bil from Disney, if comcast succeed, that gave hulu 41bil valuation, if you value the hulu live TV portion by revenue generated which is around 42% of hulu 2023 total revenue, this suggest hulu live TV operation valuation is around 13bil to 20bil, this is before the dilution, 30% would be around 4bil to 6bil, even lower than the 8.6bil what disney has paid for comcast 33% but given fubo condition prior the deal, this \"4bil to 6bil settlement\" is a win win situation for all parties.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390067653988544","isVote":1,"tweetType":1,"viewCount":984,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378718293958960,"gmtCreate":1733497089292,"gmtModify":1733497095549,"author":{"id":"3569718620423179","authorId":"3569718620423179","name":"WhoTokMyName","avatar":"https://static.tigerbbs.com/2d73bd88a3da09fcbd3b24caeaa864f9","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569718620423179","idStr":"3569718620423179"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$ </a> Clear road ahead for the next four years 😎","listText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$ </a> Clear road ahead for the next four years 😎","text":"$Rocket Lab USA, Inc.(RKLB)$ Clear road ahead for the next four years 😎","images":[{"img":"https://community-static.tradeup.com/news/38d43cde76a821ae6f90e629d5129b03","width":"876","height":"1720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378718293958960","isVote":1,"tweetType":1,"viewCount":1353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":378717879607600,"gmtCreate":1733496988132,"gmtModify":1733496993672,"author":{"id":"3569718620423179","authorId":"3569718620423179","name":"WhoTokMyName","avatar":"https://static.tigerbbs.com/2d73bd88a3da09fcbd3b24caeaa864f9","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569718620423179","idStr":"3569718620423179"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> unstoppable&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> unstoppable&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$ unstoppable","images":[{"img":"https://community-static.tradeup.com/news/8b4bd93220db7ee08ef5fe6ac90290c1","width":"876","height":"1720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378717879607600","isVote":1,"tweetType":1,"viewCount":752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":304367196024840,"gmtCreate":1715342972882,"gmtModify":1715342978477,"author":{"id":"3569718620423179","authorId":"3569718620423179","name":"WhoTokMyName","avatar":"https://static.tigerbbs.com/2d73bd88a3da09fcbd3b24caeaa864f9","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569718620423179","idStr":"3569718620423179"},"themes":[],"htmlText":"Happy to receive the badge, will share more if there is more likes and followers 😀&nbsp;","listText":"Happy to receive the badge, will share more if there is more likes and followers 😀&nbsp;","text":"Happy to receive the badge, will share more if there is more likes and followers 😀","images":[{"img":"https://community-static.tradeup.com/news/b76cabe681e8db746c71d4ccebb5e94d","width":"1080","height":"1508"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304367196024840","isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":300947989594304,"gmtCreate":1714493135628,"gmtModify":1714493317251,"author":{"id":"3569718620423179","authorId":"3569718620423179","name":"WhoTokMyName","avatar":"https://static.tigerbbs.com/2d73bd88a3da09fcbd3b24caeaa864f9","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569718620423179","idStr":"3569718620423179"},"themes":[],"htmlText":"The market has repaired itself from the war fear sell off and positioned itself to be ready for fomc, the stance now is more neutral (before today earnings) indicated that the market is not worry much about the recent economic, or has priced in the data, tomorrow fomc should give the market a decisive move, either for a new high or a lower high at daily chart, vix is holding around 15, interest yield is around 4.7 indicate the market is still optimistic, if not solid good news from fomc, expect market to retest the weekly low.","listText":"The market has repaired itself from the war fear sell off and positioned itself to be ready for fomc, the stance now is more neutral (before today earnings) indicated that the market is not worry much about the recent economic, or has priced in the data, tomorrow fomc should give the market a decisive move, either for a new high or a lower high at daily chart, vix is holding around 15, interest yield is around 4.7 indicate the market is still optimistic, if not solid good news from fomc, expect market to retest the weekly low.","text":"The market has repaired itself from the war fear sell off and positioned itself to be ready for fomc, the stance now is more neutral (before today earnings) indicated that the market is not worry much about the recent economic, or has priced in the data, tomorrow fomc should give the market a decisive move, either for a new high or a lower high at daily chart, vix is holding around 15, interest yield is around 4.7 indicate the market is still optimistic, if not solid good news from fomc, expect market to retest the weekly low.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300947989594304","isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300959158550560,"gmtCreate":1714492378642,"gmtModify":1714492962001,"author":{"id":"3569718620423179","authorId":"3569718620423179","name":"WhoTokMyName","avatar":"https://static.tigerbbs.com/2d73bd88a3da09fcbd3b24caeaa864f9","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569718620423179","idStr":"3569718620423179"},"themes":[],"htmlText":"Looking at the trend developed since the war fear took place two weeks ago, market has since then built a higher high higher low across timeframe and index, and is holding its breath at the potential higher low here, the earning impact from amazon and amd should not shake the market much unlikely google and Microsoft last week as the market is in the progress of repairing it from the war fear&nbsp;sell off with the building of higher high higher low, if there is any big movement post market tonight and slip through tomorrow pre opening, I would prefer it be repaired and back choppy zone and wait for fomc for more neutral pre-fomc position, if the gap does not repaired at created another higher high or new lower low, it will put us into a handicapped position for risk and reward for swing a","listText":"Looking at the trend developed since the war fear took place two weeks ago, market has since then built a higher high higher low across timeframe and index, and is holding its breath at the potential higher low here, the earning impact from amazon and amd should not shake the market much unlikely google and Microsoft last week as the market is in the progress of repairing it from the war fear&nbsp;sell off with the building of higher high higher low, if there is any big movement post market tonight and slip through tomorrow pre opening, I would prefer it be repaired and back choppy zone and wait for fomc for more neutral pre-fomc position, if the gap does not repaired at created another higher high or new lower low, it will put us into a handicapped position for risk and reward for swing a","text":"Looking at the trend developed since the war fear took place two weeks ago, market has since then built a higher high higher low across timeframe and index, and is holding its breath at the potential higher low here, the earning impact from amazon and amd should not shake the market much unlikely google and Microsoft last week as the market is in the progress of repairing it from the war fear sell off with the building of higher high higher low, if there is any big movement post market tonight and slip through tomorrow pre opening, I would prefer it be repaired and back choppy zone and wait for fomc for more neutral pre-fomc position, if the gap does not repaired at created another higher high or new lower low, it will put us into a handicapped position for risk and reward for swing a","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300959158550560","isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":279494907736176,"gmtCreate":1709257654713,"gmtModify":1709257658348,"author":{"id":"3569718620423179","authorId":"3569718620423179","name":"WhoTokMyName","avatar":"https://static.tigerbbs.com/2d73bd88a3da09fcbd3b24caeaa864f9","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569718620423179","idStr":"3569718620423179"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> Next rental income in making","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> Next rental income in making","text":"$Palantir Technologies Inc.(PLTR)$ Next rental income in making","images":[{"img":"https://community-static.tradeup.com/news/7a6f12368cf5a6272d0dbe54d3117883","width":"894","height":"1508"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/279494907736176","isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":271044918153504,"gmtCreate":1707210872139,"gmtModify":1707210917740,"author":{"id":"3569718620423179","authorId":"3569718620423179","name":"WhoTokMyName","avatar":"https://static.tigerbbs.com/2d73bd88a3da09fcbd3b24caeaa864f9","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569718620423179","idStr":"3569718620423179"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TQQQ\">$Nasdaq100 Bull 3X ETF(TQQQ)$ </a> Take a snapshot for before it goes down, it may go down before election, but I'm not reducing my position, it is my virtual land to correct rental from selling call option, if it goes down, time to increase the land size.","listText":"<a href=\"https://ttm.financial/S/TQQQ\">$Nasdaq100 Bull 3X ETF(TQQQ)$ </a> Take a snapshot for before it goes down, it may go down before election, but I'm not reducing my position, it is my virtual land to correct rental from selling call option, if it goes down, time to increase the land size.","text":"$Nasdaq100 Bull 3X ETF(TQQQ)$ Take a snapshot for before it goes down, it may go down before election, but I'm not reducing my position, it is my virtual land to correct rental from selling call option, if it goes down, time to increase the land size.","images":[{"img":"https://community-static.tradeup.com/news/3b776500fc3564a9edac4b29514933d1","width":"894","height":"1508"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/271044918153504","isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":864476274,"gmtCreate":1633143090176,"gmtModify":1633143090289,"author":{"id":"3569718620423179","authorId":"3569718620423179","name":"WhoTokMyName","avatar":"https://static.tigerbbs.com/2d73bd88a3da09fcbd3b24caeaa864f9","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569718620423179","idStr":"3569718620423179"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a>不卖","listText":"<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a>不卖","text":"$阿斯麦(ASML)$不卖","images":[{"img":"https://static.tigerbbs.com/77d68515061735c7a244f97b4c677277","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/864476274","isVote":1,"tweetType":1,"viewCount":1497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":862069839,"gmtCreate":1632818618121,"gmtModify":1632818624882,"author":{"id":"3569718620423179","authorId":"3569718620423179","name":"WhoTokMyName","avatar":"https://static.tigerbbs.com/2d73bd88a3da09fcbd3b24caeaa864f9","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569718620423179","idStr":"3569718620423179"},"themes":[],"htmlText":"想要骗我们手中的票？","listText":"想要骗我们手中的票？","text":"想要骗我们手中的票？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862069839","repostId":"1123391790","repostType":2,"repost":{"id":"1123391790","kind":"news","pubTimestamp":1632754543,"share":"https://www.laohu8.com/m/news/1123391790?lang=&edition=full","pubTime":"2021-09-27 22:55","market":"us","language":"en","title":"ASML: It's Time To Take Profits","url":"https://stock-news.laohu8.com/highlight/detail?id=1123391790","media":"Seeking Alpha","summary":"Summary\n\nWe wrote a bullish article on ASML more than two years ago, since then it has significantly","content":"<p><b>Summary</b></p>\n<ul>\n <li>We wrote a bullish article on ASML more than two years ago, since then it has significantly outperformed both the S&amp;P500 and our own expectations.</li>\n <li>ASML is firing on all cylinders, but the valuation has become extremely stretched and we believe it is time to take profits or at least reduce the position.</li>\n <li>We are positive on the company's fundamentals and still believe extreme ultraviolet technology is the future of chip manufacturing.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cbbfa8ed4239d6e8d29d42367fc89fa\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Michael Vi/iStock Editorial via Getty Images</span></p>\n<p>We wrote a&nbsp;bullish article&nbsp;on ASML(NASDAQ:ASML)&nbsp;more than two years ago, since then it has significantly outperformed both the S&amp;P500 and our own expectations.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ebeefb02d1c446db8e52248f8743ecf3\" tg-width=\"257\" tg-height=\"202\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha</span></p>\n<p>Part of our thesis was that the industry was becoming a natural monopoly since few could match the extreme investment and R&amp;D needed, this is what we said back then:</p>\n<blockquote>\n Increasing complexity and R&amp;D costs have raised the stakes to a point where few companies will be able to compete in the future, increasing returns for the few left standing.\n</blockquote>\n<p>We also mentioned that the time had come for years of significant R&amp;D investment to pay off, and it seems we were right given the exponential growth in its gross profit as seen in the graph below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7695b604564361609481c3be5ba51ee5\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>While shares deserve a high price/sales multiple given the record gross profit margins, we believe it has gotten too stretched at ~18x.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b58849fe01d66780fe4568ad581e3496\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Part of the bullish thesis with ASML is that despite the cyclicality of its revenue, it's easy to observe that there is also a secular trend higher. ASML is increasing its market share and the industry is becoming almost a monopoly. ASML is turning out to be the only game in town when it comes to extreme ultraviolet (EUV) equipment, and customers are buying more equipment to meet the increases in semiconductor demand.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1846ea5e83cafd797cb6cc34fb9b9aa4\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>As revenue increases and the company becomes more successful it is not reducing R&amp;D expense, but instead is doubling down with more money dedicated than ever to R&amp;D. We like that the company keeps investing in its future, and this will make it increasingly difficult for competitors to ever catch up.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/640dbaeb6546cb17ae3d44efe00a9dbc\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p><b>Valuation</b></p>\n<p>When we wrote the bullish article in 2019 shares were trading at an EV/EBITDA of ~18x, and now shares are almost 3x times more expensive based on this valuation multiple. Share price increases have clearly surpassed increases in profitability. We believe this is not sustainable and either business fundamentals catch up with the share price, or the share price adjusts to a more reasonable multiple.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0e53eb278ed1ce84114574a338bf8b5\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>One thing that has not changed is the strength of the company's balance sheet. The company continues to have a net positive cash position and a very healthy quick ratio above 1.0 having more quick assets than current liabilities.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/49a616b21047d8945929adab5654c491\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Back in 2019 the dividend was ~1%, and the company had just announced that it intended to increase it by 50%. Today, while the company continues rewarding shareholders with a dividend and share repurchases, the yield has become a minuscule 0.38%. The shareholder yield, which incorporates both the dividend and share repurchases, is a little better at 2% compared to ~3% back in 2019. These statistics and dividend compression reflect how expensive shares have gotten. We also think that share buybacks should be postponed until the share price is closer to the intrinsic value of the company.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16e4d38a523ce2586faa9b0e572aaadb\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Finally, the forward P/E ratio does an excellent job capturing how expensive shares have gotten. Back in 2019 shares were trading at a TTM and forward P/E of ~24x each. Both of these multiples have more than doubled since then.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe1468398d132f9200083378aa535dd7\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p><b>Competitive Advantages</b></p>\n<p>What we predicted about ASML's competitive advantages becoming stronger has come to pass. ASML is basically selling all the machines it can manufacture with its&nbsp;order book filling, and it is projecting a&nbsp;trillion dollar semiconductor market&nbsp;by 2030, twice its size today. Given the strength of their current offering and the fact that the company is still investing heavily in R&amp;D to further improve the machines, it is likely that ASML will capture a lot of the CapEx needed to double the production capacity of the industry.</p>\n<p>Looking back, this was our reasoning back then which led us to predict the company would come to dominate its industry:</p>\n<p>While we believe the market is currently valuing ASML as a high-quality technology company with significant growth opportunities ahead, it appears the market is missing just how critical EUV lithography technology can become.</p>\n<p>The investments to keep Moore's Law alive and technology nodes shrinking are rising quickly as the complexity of the machines increases and the needed R&amp;D investments go up. This raises the stakes with every new generation forcing competitors out, giving the few remaining companies more pricing power and making their intellectual property more valuable. Some analysts however are starting to grasp the significance of these developments. For example, InsingerGilissen Bankiers analyst Jos Versteeg&nbsp;told Bloomberg:</p>\n<p>ASML sees in its order portfolio it looks well for overall 2019, for a major part because it moves into EUV, in which they are the only player. The future for the coming seven years looks very bright.</p>\n<p>These are incredibly complex machines that&nbsp;weigh more than a 100 tons, require the use of high-powered lasers and plasma, and took years and&nbsp;incredible amounts of engineering ingenuity&nbsp;to get to work.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/973b1626dc094982f58ff77dc14b4098\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>Source: ASML investor presentation</span></p>\n<p>Not only is EUV lithography technology critical to keep shrinking technology nodes, but its adoption also has some side benefits for customers. These include cycle time reductions, process simplification, and cost reductions.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2abd6a60053e447cab0b1f2abb3ed64\" tg-width=\"640\" tg-height=\"361\" width=\"100%\" height=\"auto\"><span>Source: ASML investor presentation</span></p>\n<p>For these reasons several semiconductor technology leaders are building significant capacity for EUV systems.</p>\n<p><b>Conclusion</b></p>\n<p>While ASML's fundamentals remain as strong as ever, we believe most of the good news is already reflected in the share price. We think right now is a good moment to sell, or at least pair down the investment. ASML is truly a one-of-a-kind company that dominates its industry in a way that rarely happens. It has left competitors in the dust and is growing with good profitability and attractive margins. However, at the end of the day a successful investment is as much the quality of the company as it is the price paid, and currently the price is very high.</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>ASML: It's Time To Take Profits</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nASML: It's Time To Take Profits\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-27 22:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4457186-asml-its-time-to-take-profits><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nWe wrote a bullish article on ASML more than two years ago, since then it has significantly outperformed both the S&P500 and our own expectations.\nASML is firing on all cylinders, but the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4457186-asml-its-time-to-take-profits\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦"},"source_url":"https://seekingalpha.com/article/4457186-asml-its-time-to-take-profits","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123391790","content_text":"Summary\n\nWe wrote a bullish article on ASML more than two years ago, since then it has significantly outperformed both the S&P500 and our own expectations.\nASML is firing on all cylinders, but the valuation has become extremely stretched and we believe it is time to take profits or at least reduce the position.\nWe are positive on the company's fundamentals and still believe extreme ultraviolet technology is the future of chip manufacturing.\n\nMichael Vi/iStock Editorial via Getty Images\nWe wrote a bullish article on ASML(NASDAQ:ASML) more than two years ago, since then it has significantly outperformed both the S&P500 and our own expectations.\nSource: Seeking Alpha\nPart of our thesis was that the industry was becoming a natural monopoly since few could match the extreme investment and R&D needed, this is what we said back then:\n\n Increasing complexity and R&D costs have raised the stakes to a point where few companies will be able to compete in the future, increasing returns for the few left standing.\n\nWe also mentioned that the time had come for years of significant R&D investment to pay off, and it seems we were right given the exponential growth in its gross profit as seen in the graph below.\nData by YCharts\nWhile shares deserve a high price/sales multiple given the record gross profit margins, we believe it has gotten too stretched at ~18x.\nData by YCharts\nPart of the bullish thesis with ASML is that despite the cyclicality of its revenue, it's easy to observe that there is also a secular trend higher. ASML is increasing its market share and the industry is becoming almost a monopoly. ASML is turning out to be the only game in town when it comes to extreme ultraviolet (EUV) equipment, and customers are buying more equipment to meet the increases in semiconductor demand.\nData by YCharts\nAs revenue increases and the company becomes more successful it is not reducing R&D expense, but instead is doubling down with more money dedicated than ever to R&D. We like that the company keeps investing in its future, and this will make it increasingly difficult for competitors to ever catch up.\nData by YCharts\nValuation\nWhen we wrote the bullish article in 2019 shares were trading at an EV/EBITDA of ~18x, and now shares are almost 3x times more expensive based on this valuation multiple. Share price increases have clearly surpassed increases in profitability. We believe this is not sustainable and either business fundamentals catch up with the share price, or the share price adjusts to a more reasonable multiple.\nData by YCharts\nOne thing that has not changed is the strength of the company's balance sheet. The company continues to have a net positive cash position and a very healthy quick ratio above 1.0 having more quick assets than current liabilities.\nData by YCharts\nBack in 2019 the dividend was ~1%, and the company had just announced that it intended to increase it by 50%. Today, while the company continues rewarding shareholders with a dividend and share repurchases, the yield has become a minuscule 0.38%. The shareholder yield, which incorporates both the dividend and share repurchases, is a little better at 2% compared to ~3% back in 2019. These statistics and dividend compression reflect how expensive shares have gotten. We also think that share buybacks should be postponed until the share price is closer to the intrinsic value of the company.\nData by YCharts\nFinally, the forward P/E ratio does an excellent job capturing how expensive shares have gotten. Back in 2019 shares were trading at a TTM and forward P/E of ~24x each. Both of these multiples have more than doubled since then.\nData by YCharts\nCompetitive Advantages\nWhat we predicted about ASML's competitive advantages becoming stronger has come to pass. ASML is basically selling all the machines it can manufacture with its order book filling, and it is projecting a trillion dollar semiconductor market by 2030, twice its size today. Given the strength of their current offering and the fact that the company is still investing heavily in R&D to further improve the machines, it is likely that ASML will capture a lot of the CapEx needed to double the production capacity of the industry.\nLooking back, this was our reasoning back then which led us to predict the company would come to dominate its industry:\nWhile we believe the market is currently valuing ASML as a high-quality technology company with significant growth opportunities ahead, it appears the market is missing just how critical EUV lithography technology can become.\nThe investments to keep Moore's Law alive and technology nodes shrinking are rising quickly as the complexity of the machines increases and the needed R&D investments go up. This raises the stakes with every new generation forcing competitors out, giving the few remaining companies more pricing power and making their intellectual property more valuable. Some analysts however are starting to grasp the significance of these developments. For example, InsingerGilissen Bankiers analyst Jos Versteeg told Bloomberg:\nASML sees in its order portfolio it looks well for overall 2019, for a major part because it moves into EUV, in which they are the only player. The future for the coming seven years looks very bright.\nThese are incredibly complex machines that weigh more than a 100 tons, require the use of high-powered lasers and plasma, and took years and incredible amounts of engineering ingenuity to get to work.\nSource: ASML investor presentation\nNot only is EUV lithography technology critical to keep shrinking technology nodes, but its adoption also has some side benefits for customers. These include cycle time reductions, process simplification, and cost reductions.\nSource: ASML investor presentation\nFor these reasons several semiconductor technology leaders are building significant capacity for EUV systems.\nConclusion\nWhile ASML's fundamentals remain as strong as ever, we believe most of the good news is already reflected in the share price. We think right now is a good moment to sell, or at least pair down the investment. ASML is truly a one-of-a-kind company that dominates its industry in a way that rarely happens. It has left competitors in the dust and is growing with good profitability and attractive margins. However, at the end of the day a successful investment is as much the quality of the company as it is the price paid, and currently the price is very high.","news_type":1,"symbols_score_info":{"ASML":0.9}},"isVote":1,"tweetType":1,"viewCount":889,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":888429956,"gmtCreate":1631520493575,"gmtModify":1632807852740,"author":{"id":"3569718620423179","authorId":"3569718620423179","name":"WhoTokMyName","avatar":"https://static.tigerbbs.com/2d73bd88a3da09fcbd3b24caeaa864f9","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569718620423179","idStr":"3569718620423179"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888429956","repostId":"1191480150","repostType":4,"isVote":1,"tweetType":1,"viewCount":1196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":813706502,"gmtCreate":1630241855306,"gmtModify":1704957380936,"author":{"id":"3569718620423179","authorId":"3569718620423179","name":"WhoTokMyName","avatar":"https://static.tigerbbs.com/2d73bd88a3da09fcbd3b24caeaa864f9","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569718620423179","idStr":"3569718620423179"},"themes":[],"htmlText":"学习学习","listText":"学习学习","text":"学习学习","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813706502","repostId":"834369868","repostType":1,"repost":{"id":834369868,"gmtCreate":1629772598254,"gmtModify":1629782110908,"author":{"id":"3516096698306373","authorId":"3516096698306373","name":"石头","avatar":"https://static.tigerbbs.com/8477922e6df4928f290cca5cd50ce873","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3516096698306373","idStr":"3516096698306373"},"themes":[],"title":"跑赢99%用户的交易策略，如何利润最大化？","htmlText":"大家好，今天是2021年8月24日，星期二，距离上一篇空间站更新，大概过了10天。为什么最近没更新空间站呢？原因很简单： 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href=\"https://www.laohu8.com/post/158937006\" target=\"_blank\">2021上半年收益60%，总收益1275%，下半年投资方向在哪里</a>？这篇文章，通过标题大家可以看到，账户上半年的收益率大概在60%左右。 那么经过这2个月的市场洗礼、踩雷<a target=\"_blank\" href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>&nbsp;和<a target=\"_blank\" href=\"https://laohu8.com/S/SY\">$新氧(SY)$</a>&nbsp;、在空间站打“明牌”，所有操作都公开的情况下，账户会变成什么样呢？ 暂停一下，来猜一猜 咱们先上数据，具体账户分析留着到时候再做。这些数据分析，也是为了佐证我的一些思路、想法是否能跟得上潮流，是否真正有效。毕竟如果我自己的公开账户都做的不好，还有什么脸来跟大家分享我的交易方式呢，如果真的发生了，那我大概率会选择闭门反思。 截止目前2021年8月24日，总收益11.6万美金，跌破了2-3月份就完成的年计划的100W人民币收入，不过没有关系，我们还有机会，后面还有4个多月时间供我们容错。 导致账户受损的主要原因是踩雷，这俩中概股加一起占了总亏损的绝大部分。因为“","text":"大家好，今天是2021年8月24日，星期二，距离上一篇空间站更新，大概过了10天。为什么最近没更新空间站呢？原因很简单： 什么操作都没有做 没有特别吸引我的公司财报 市场按照推演的预期进行中 最近我发现老虎证券的App更新了些功能，比如在账户分析中显示收益率超越用户比、共计交易金额、以及累计交易股票数量。 在正文开始之前呢，咱们先来看下这个老虎账户到现在为止的收益率是多少，做了多少钱的交易，又能能超越多少人呢？ 回顾2021年7月5日，公开发文：2021上半年收益60%，总收益1275%，下半年投资方向在哪里？这篇文章，通过标题大家可以看到，账户上半年的收益率大概在60%左右。 那么经过这2个月的市场洗礼、踩雷$滴滴(DIDI)$ 和$新氧(SY)$ 、在空间站打“明牌”，所有操作都公开的情况下，账户会变成什么样呢？ 暂停一下，来猜一猜 咱们先上数据，具体账户分析留着到时候再做。这些数据分析，也是为了佐证我的一些思路、想法是否能跟得上潮流，是否真正有效。毕竟如果我自己的公开账户都做的不好，还有什么脸来跟大家分享我的交易方式呢，如果真的发生了，那我大概率会选择闭门反思。 截止目前2021年8月24日，总收益11.6万美金，跌破了2-3月份就完成的年计划的100W人民币收入，不过没有关系，我们还有机会，后面还有4个多月时间供我们容错。 导致账户受损的主要原因是踩雷，这俩中概股加一起占了总亏损的绝大部分。因为“","images":[{"img":"https://static.tigerbbs.com/ad49b93834af4b3fa2362dc3fabcac11","width":"569","height":"342"},{"img":"https://static.tigerbbs.com/277c861ef1c4740a6bde6483817bf7fc","width":"553","height":"524"},{"img":"https://static.tigerbbs.com/0f4c51d50c7680e0f6fde8032adf4d1e","width":"688","height":"574"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/834369868","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":813700199,"gmtCreate":1630240714111,"gmtModify":1704957372416,"author":{"id":"3569718620423179","authorId":"3569718620423179","name":"WhoTokMyName","avatar":"https://static.tigerbbs.com/2d73bd88a3da09fcbd3b24caeaa864f9","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569718620423179","idStr":"3569718620423179"},"themes":[],"htmlText":"做空要配合反垄断的炒作，只要有实质性进展，不崩都难","listText":"做空要配合反垄断的炒作，只要有实质性进展，不崩都难","text":"做空要配合反垄断的炒作，只要有实质性进展，不崩都难","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813700199","repostId":"813102850","repostType":1,"repost":{"id":813102850,"gmtCreate":1630143183070,"gmtModify":1744960729546,"author":{"id":"3451551789721456","authorId":"3451551789721456","name":"三思期权","avatar":"https://static.tigerbbs.com/92ce49aa82ca7a11be1af4fd293beba8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3451551789721456","idStr":"3451551789721456"},"themes":[],"title":"大摩：如何交易Taper行情？","htmlText":"最近一段时间，美联储Taper依然是市场热度很高的话题，8月初“惊艳”的非农数据发布后，黄金和美债市场剧烈波动，显示出市场对美联储超预期Taper的担忧。上周发布的美联储FOMC会议纪要显示，FOMC成员对年内启动Taper已经达成共识，但具体时点和节奏存在分歧，9月FOMC会议将成为重要的观察窗口。尽管美国就业市场强劲复苏、通胀延续高位、楼市过度繁荣都足以构成美联储Taper的理由，但是随着近期太平洋西岸的宏观数据走弱，美国Delta疫情蔓延，叠加美国财政刺激即将到期，市场已经开始定价全球经济下行风险。如果美联储过早启动Taper，无疑将给风险资产带来压力。&nbsp;从近期市场表现看，最能反映美国本土经济基本面的罗素2000指数<a 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在此背景下，投资者如何交易大类资产？是跟随当下的“Riskof","images":[{"img":"https://static.tigerbbs.com/1330efeae10712a07251bce8818a86a9","width":"1537","height":"800"},{"img":"https://static.tigerbbs.com/e83d21ae3d183b74bfd6d9788cd8a96e","width":"671","height":"482"},{"img":"https://static.tigerbbs.com/34d1e506861f767c30fdfa0b6c86d0e1","width":"829","height":"438"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813102850","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":13,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1072,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":813111039,"gmtCreate":1630148862121,"gmtModify":1704956553460,"author":{"id":"3569718620423179","authorId":"3569718620423179","name":"WhoTokMyName","avatar":"https://static.tigerbbs.com/2d73bd88a3da09fcbd3b24caeaa864f9","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569718620423179","idStr":"3569718620423179"},"themes":[],"htmlText":"就看gj有没有意识到产业链改革的迫切了","listText":"就看gj有没有意识到产业链改革的迫切了","text":"就看gj有没有意识到产业链改革的迫切了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/813111039","repostId":"1111658708","repostType":4,"isVote":1,"tweetType":1,"viewCount":1910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":819580409,"gmtCreate":1630077132801,"gmtModify":1704955678392,"author":{"id":"3569718620423179","authorId":"3569718620423179","name":"WhoTokMyName","avatar":"https://static.tigerbbs.com/2d73bd88a3da09fcbd3b24caeaa864f9","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569718620423179","idStr":"3569718620423179"},"themes":[],"htmlText":"<a 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你跟就是她的小韭菜了","text":"木头姐是大韭菜啊 你跟就是她的小韭菜了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837128963","repostId":"2162387390","repostType":4,"repost":{"id":"2162387390","kind":"highlight","pubTimestamp":1629858360,"share":"https://www.laohu8.com/m/news/2162387390?lang=&edition=full","pubTime":"2021-08-25 10:26","market":"hk","language":"zh","title":"抄底京东后，“木头姐”表态：对中概并不悲观","url":"https://stock-news.laohu8.com/highlight/detail?id=2162387390","media":"华尔街见闻","summary":"几乎已经清仓中概股的ARK基金，本周开始出手抄底买入京东股票，该基金创始人“木头姐”最新表态称：对中国并不悲观。\nArk Investment创始人、有科技股女股神之称的Cathie Wood周二在接","content":"<p>几乎已经清仓中概股的ARK基金，本周开始出手抄底买入<a href=\"https://laohu8.com/S/JD\">京东</a>股票，该基金创始人“木头姐”最新表态称：对中国并不悲观。</p>\n<p>Ark Investment创始人、有科技股女股神之称的Cathie Wood周二在接受彭博采访中表示：</p>\n<blockquote>\n <b>“从长远来看，我对中国并不悲观，因为我认为他们是一个非常具有创业精神的社会。”</b>\n</blockquote>\n<p>Wood称，中国政府正在制定更多的规章制度，但政府的目的并不想阻止增长和进步。</p>\n<p>最新披露的数据显示，ARK旗下的自动&amp;<a href=\"https://laohu8.com/S/300024\">机器人</a>技术ETF (ARKQ)于周一买入了超过16万股的京东ADR，<b>扭转了7月底以来连续抛售的态势。</b></p>\n<p><img src=\"https://static.tigerbbs.com/ba01ecec77377314f0598c9caadf2456\" tg-width=\"1118\" tg-height=\"480\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>截至周二，ARKQ持有8617万美元的京东股票，在该ETF中的持仓占比为3.22%，为其第九大持仓。</p>\n<p><img src=\"https://static.tigerbbs.com/f3dccaf72955102a69b8a5080d87c3db\" tg-width=\"1107\" tg-height=\"437\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>年初至今，京东股票累计下跌了近13%。在周一公布了强劲财报后，京东股价强势反弹，隔夜大涨14%。<b>ARKQ也是在京东公布亮眼财报后进行了抄底。</b></p>\n<p><img src=\"https://static.tigerbbs.com/d796d9299aa03662c774ddd14756d6c0\" tg-width=\"688\" tg-height=\"388\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>华尔街见闻此前提及，财报数据显示，京东第二季度营收2538亿元，超市场预期2440.26亿元，同比增长26.23%；第二季度调整后每ADS收益2.90元，超市场预期的2.12元；</p>\n<p>在活跃用户方面， 截至2021年6月30日，京东过去12个月的活跃购买用户数达到5.32亿，超市场预估的5.209亿，较去年同期净增了1.15亿，单季新增3200万创下历史最高增量。</p>\n<p>对Wood和Ark来说，过去是跌宕起伏的一年。2020年在美国科技股大牛市的东风下，方舟旗舰基金ARKK取得了149%的惊人回报。</p>\n<p><b>但进入2021年来，随着科技股回调，ARKK表现萎靡，今年以来累计下跌2.9%，一度遭遇投资者大举赎回，并被对冲基金争相做空。</b></p>\n<p><img src=\"https://static.tigerbbs.com/10a0e581ee3758d2aa1dfdc00b1114d3\" tg-width=\"720\" tg-height=\"412\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>抄底京东后，“木头姐”表态：对中概并不悲观</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n抄底京东后，“木头姐”表态：对中概并不悲观\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-25 10:26 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3638794><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>几乎已经清仓中概股的ARK基金，本周开始出手抄底买入京东股票，该基金创始人“木头姐”最新表态称：对中国并不悲观。\nArk Investment创始人、有科技股女股神之称的Cathie Wood周二在接受彭博采访中表示：\n\n“从长远来看，我对中国并不悲观，因为我认为他们是一个非常具有创业精神的社会。”\n\nWood称，中国政府正在制定更多的规章制度，但政府的目的并不想阻止增长和进步。\n最新披露的数据...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3638794\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c318bcd91a109139b7d70c76c30bb154","relate_stocks":{"JD":"京东","ARKF":"ARK Fintech Innovation ETF","09618":"京东集团-SW"},"source_url":"https://wallstreetcn.com/articles/3638794","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162387390","content_text":"几乎已经清仓中概股的ARK基金，本周开始出手抄底买入京东股票，该基金创始人“木头姐”最新表态称：对中国并不悲观。\nArk Investment创始人、有科技股女股神之称的Cathie Wood周二在接受彭博采访中表示：\n\n“从长远来看，我对中国并不悲观，因为我认为他们是一个非常具有创业精神的社会。”\n\nWood称，中国政府正在制定更多的规章制度，但政府的目的并不想阻止增长和进步。\n最新披露的数据显示，ARK旗下的自动&机器人技术ETF (ARKQ)于周一买入了超过16万股的京东ADR，扭转了7月底以来连续抛售的态势。\n\n截至周二，ARKQ持有8617万美元的京东股票，在该ETF中的持仓占比为3.22%，为其第九大持仓。\n\n年初至今，京东股票累计下跌了近13%。在周一公布了强劲财报后，京东股价强势反弹，隔夜大涨14%。ARKQ也是在京东公布亮眼财报后进行了抄底。\n\n华尔街见闻此前提及，财报数据显示，京东第二季度营收2538亿元，超市场预期2440.26亿元，同比增长26.23%；第二季度调整后每ADS收益2.90元，超市场预期的2.12元；\n在活跃用户方面， 截至2021年6月30日，京东过去12个月的活跃购买用户数达到5.32亿，超市场预估的5.209亿，较去年同期净增了1.15亿，单季新增3200万创下历史最高增量。\n对Wood和Ark来说，过去是跌宕起伏的一年。2020年在美国科技股大牛市的东风下，方舟旗舰基金ARKK取得了149%的惊人回报。\n但进入2021年来，随着科技股回调，ARKK表现萎靡，今年以来累计下跌2.9%，一度遭遇投资者大举赎回，并被对冲基金争相做空。","news_type":1,"symbols_score_info":{"09618":0.9,"JD":0.9,"ARKF":0.9}},"isVote":1,"tweetType":1,"viewCount":1366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":830247063,"gmtCreate":1629078096852,"gmtModify":1633687583941,"author":{"id":"3569718620423179","authorId":"3569718620423179","name":"WhoTokMyName","avatar":"https://static.tigerbbs.com/2d73bd88a3da09fcbd3b24caeaa864f9","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569718620423179","idStr":"3569718620423179"},"themes":[],"htmlText":"这会是一个很长的周期","listText":"这会是一个很长的周期","text":"这会是一个很长的周期","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830247063","repostId":"892577753","repostType":1,"repost":{"id":892577753,"gmtCreate":1628678834469,"gmtModify":1628681531295,"author":{"id":"3502860692623653","authorId":"3502860692623653","name":"爱上趋势股","avatar":"https://static.tigerbbs.com/17f4521614b0cae62aff9fa7fa80fa77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502860692623653","idStr":"3502860692623653"},"themes":[],"title":"万亿基建通过：中美光伏战役正式打响！","htmlText":"关于美国大基建我已经写过两篇文章了。 最早一篇是3月写的：<a href=\"https://laohu8.com/TW/355053283\" target=\"_blank\">美国“洪水四溢”，大基建势在必行！</a> 我预示了两个观点，一是美国通胀将会爆发，二是美国基建法案必然会通过。 如今看，两个预言都已成真。 按照当时的逻辑，重点推荐了: <a target=\"_blank\" href=\"https://laohu8.com/S/X\">$美国钢铁(X)$</a>，从20涨到了28，涨幅40%。 <a target=\"_blank\" href=\"https://laohu8.com/S/AA\">$美国铝业(AA)$</a> ，从30涨到了44，涨幅46%。 第二篇，5月份写的：<a href=\"https://laohu8.com/TW/190872054\" target=\"_blank\">别盯着特斯拉、蔚来了，美国钢铁都涨上天了！</a> 还是反复强调钢铁、建材等基建的投资机会，这次主要提到的是<a target=\"_blank\" href=\"https://laohu8.com/S/NUE\">$纽柯钢铁(NUE)$</a> ,后来它从95涨到了118，涨幅24%。 今天，不说钢铁了，咱们聊聊其他的投资机会。 01先简述一下，昨天通过的是拜登的1.2万亿基建法案，这里面有5500亿将投入到基础设施的建设中。 具体包括： 1100亿美元，用于修建道路、桥梁； 660亿美元，用于修建铁路； 400亿美元，用于公共交通投资； 650亿美元，用于网络基建投资； 650亿美元，用于改善发电设施； 500亿美元，用于提升应对自然灾害和网络安全攻击的能力； 75亿美元，用于新建电动车充电站； 75亿美元，用于采购低排放产品、置换现有的校车和轮渡。 拜登还有一份3.5万亿美元投资法案，","listText":"关于美国大基建我已经写过两篇文章了。 最早一篇是3月写的：<a href=\"https://laohu8.com/TW/355053283\" target=\"_blank\">美国“洪水四溢”，大基建势在必行！</a> 我预示了两个观点，一是美国通胀将会爆发，二是美国基建法案必然会通过。 如今看，两个预言都已成真。 按照当时的逻辑，重点推荐了: <a target=\"_blank\" href=\"https://laohu8.com/S/X\">$美国钢铁(X)$</a>，从20涨到了28，涨幅40%。 <a target=\"_blank\" href=\"https://laohu8.com/S/AA\">$美国铝业(AA)$</a> ，从30涨到了44，涨幅46%。 第二篇，5月份写的：<a href=\"https://laohu8.com/TW/190872054\" target=\"_blank\">别盯着特斯拉、蔚来了，美国钢铁都涨上天了！</a> 还是反复强调钢铁、建材等基建的投资机会，这次主要提到的是<a target=\"_blank\" href=\"https://laohu8.com/S/NUE\">$纽柯钢铁(NUE)$</a> ,后来它从95涨到了118，涨幅24%。 今天，不说钢铁了，咱们聊聊其他的投资机会。 01先简述一下，昨天通过的是拜登的1.2万亿基建法案，这里面有5500亿将投入到基础设施的建设中。 具体包括： 1100亿美元，用于修建道路、桥梁； 660亿美元，用于修建铁路； 400亿美元，用于公共交通投资； 650亿美元，用于网络基建投资； 650亿美元，用于改善发电设施； 500亿美元，用于提升应对自然灾害和网络安全攻击的能力； 75亿美元，用于新建电动车充电站； 75亿美元，用于采购低排放产品、置换现有的校车和轮渡。 拜登还有一份3.5万亿美元投资法案，","text":"关于美国大基建我已经写过两篇文章了。 最早一篇是3月写的：美国“洪水四溢”，大基建势在必行！ 我预示了两个观点，一是美国通胀将会爆发，二是美国基建法案必然会通过。 如今看，两个预言都已成真。 按照当时的逻辑，重点推荐了: $美国钢铁(X)$，从20涨到了28，涨幅40%。 $美国铝业(AA)$ ，从30涨到了44，涨幅46%。 第二篇，5月份写的：别盯着特斯拉、蔚来了，美国钢铁都涨上天了！ 还是反复强调钢铁、建材等基建的投资机会，这次主要提到的是$纽柯钢铁(NUE)$ ,后来它从95涨到了118，涨幅24%。 今天，不说钢铁了，咱们聊聊其他的投资机会。 01先简述一下，昨天通过的是拜登的1.2万亿基建法案，这里面有5500亿将投入到基础设施的建设中。 具体包括： 1100亿美元，用于修建道路、桥梁； 660亿美元，用于修建铁路； 400亿美元，用于公共交通投资； 650亿美元，用于网络基建投资； 650亿美元，用于改善发电设施； 500亿美元，用于提升应对自然灾害和网络安全攻击的能力； 75亿美元，用于新建电动车充电站； 75亿美元，用于采购低排放产品、置换现有的校车和轮渡。 拜登还有一份3.5万亿美元投资法案，","images":[{"img":"https://static.tigerbbs.com/7a55c153839b69b47e69b76d078d4eda","width":"951","height":"606"},{"img":"https://static.tigerbbs.com/04f9eb6f4d35bd6acd070a39b7691ffc","width":"558","height":"315"},{"img":"https://static.tigerbbs.com/e071662c7a35cf5cda250c0ee670db5e","width":"840","height":"470"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892577753","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":891307941,"gmtCreate":1628327555683,"gmtModify":1631888804065,"author":{"id":"3569718620423179","authorId":"3569718620423179","name":"WhoTokMyName","avatar":"https://static.tigerbbs.com/2d73bd88a3da09fcbd3b24caeaa864f9","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569718620423179","idStr":"3569718620423179"},"themes":[],"htmlText":"现在风险巨大，等回调，比较是mrna龙头，会是未来医药技术革命的开始","listText":"现在风险巨大，等回调，比较是mrna龙头，会是未来医药技术革命的开始","text":"现在风险巨大，等回调，比较是mrna龙头，会是未来医药技术革命的开始","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891307941","repostId":"807482800","repostType":1,"repost":{"id":807482800,"gmtCreate":1628050384196,"gmtModify":1628058087606,"author":{"id":"3519157433193136","authorId":"3519157433193136","name":"美港股观察社","avatar":"https://static.tigerbbs.com/cfcc85fddcd77379cda6138d51be4c17","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3519157433193136","idStr":"3519157433193136"},"themes":[],"title":"今天我们来聊聊莫得纳Moderna","htmlText":"\n \n \n  是什么让莫得纳（Moderna）今年以来股价上涨超过200%？不仅被纳入标普500成分股，市值还突破千亿美金，一举超过了葛兰素史克，打破了原来疫苗四巨头的格局。今天我们来聊聊莫得纳。<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a> <a href=\"https://laohu8.com/S/GSK\">$葛兰素史克(GSK)$</a> <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 去年新冠疫情席卷全球，远程办公成为大家新的工作方式，新的工作方式造就了大牛股ZOOM。今年新冠疫苗面世，也同样造就了疫苗大牛股。生物科技公司莫得纳本来是以mRNA技术研发感染性疾病药物的，在研发新冠疫苗的时候却发现效果非常好，不仅开发速度比传统的灭活疫苗快，而且保护率非常高，高达94.1%。<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a> 另一家同样以mRNA技术为核心的生物科技公司BioNtech所研发新冠疫苗，保护率也高达95.3%，这一下把mRNA这种前沿的技术带到大众视野中。<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a> 疫苗被证明有效之后，莫得纳在去年年底开始量产，今年一季度也是莫得纳商业化的开端。在一季度，莫得纳新冠疫苗出货量1.02亿剂，收入19亿美元，净利润12亿美元。这盈利能力有多强？刚才提到的疫苗四巨头之一的葛兰素史克今年一季度净利润12.6亿美元。莫得纳作为一家刚开始商业化的公司，第一个季度的净利润就赶上了四巨头之一。 这还没完，市场预期莫得纳二季度疫苗出货量在2亿到2.5亿剂之间，掰掰手指头算一下，莫得纳二季度净利润可能相比\n \n","listText":"是什么让莫得纳（Moderna）今年以来股价上涨超过200%？不仅被纳入标普500成分股，市值还突破千亿美金，一举超过了葛兰素史克，打破了原来疫苗四巨头的格局。今天我们来聊聊莫得纳。<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a> <a href=\"https://laohu8.com/S/GSK\">$葛兰素史克(GSK)$</a> <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 去年新冠疫情席卷全球，远程办公成为大家新的工作方式，新的工作方式造就了大牛股ZOOM。今年新冠疫苗面世，也同样造就了疫苗大牛股。生物科技公司莫得纳本来是以mRNA技术研发感染性疾病药物的，在研发新冠疫苗的时候却发现效果非常好，不仅开发速度比传统的灭活疫苗快，而且保护率非常高，高达94.1%。<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a> 另一家同样以mRNA技术为核心的生物科技公司BioNtech所研发新冠疫苗，保护率也高达95.3%，这一下把mRNA这种前沿的技术带到大众视野中。<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a> 疫苗被证明有效之后，莫得纳在去年年底开始量产，今年一季度也是莫得纳商业化的开端。在一季度，莫得纳新冠疫苗出货量1.02亿剂，收入19亿美元，净利润12亿美元。这盈利能力有多强？刚才提到的疫苗四巨头之一的葛兰素史克今年一季度净利润12.6亿美元。莫得纳作为一家刚开始商业化的公司，第一个季度的净利润就赶上了四巨头之一。 这还没完，市场预期莫得纳二季度疫苗出货量在2亿到2.5亿剂之间，掰掰手指头算一下，莫得纳二季度净利润可能相比","text":"是什么让莫得纳（Moderna）今年以来股价上涨超过200%？不仅被纳入标普500成分股，市值还突破千亿美金，一举超过了葛兰素史克，打破了原来疫苗四巨头的格局。今天我们来聊聊莫得纳。$Moderna, Inc.(MRNA)$ $葛兰素史克(GSK)$ $标普500(.SPX)$ 去年新冠疫情席卷全球，远程办公成为大家新的工作方式，新的工作方式造就了大牛股ZOOM。今年新冠疫苗面世，也同样造就了疫苗大牛股。生物科技公司莫得纳本来是以mRNA技术研发感染性疾病药物的，在研发新冠疫苗的时候却发现效果非常好，不仅开发速度比传统的灭活疫苗快，而且保护率非常高，高达94.1%。$Zoom(ZM)$ 另一家同样以mRNA技术为核心的生物科技公司BioNtech所研发新冠疫苗，保护率也高达95.3%，这一下把mRNA这种前沿的技术带到大众视野中。$BioNTech SE(BNTX)$ 疫苗被证明有效之后，莫得纳在去年年底开始量产，今年一季度也是莫得纳商业化的开端。在一季度，莫得纳新冠疫苗出货量1.02亿剂，收入19亿美元，净利润12亿美元。这盈利能力有多强？刚才提到的疫苗四巨头之一的葛兰素史克今年一季度净利润12.6亿美元。莫得纳作为一家刚开始商业化的公司，第一个季度的净利润就赶上了四巨头之一。 这还没完，市场预期莫得纳二季度疫苗出货量在2亿到2.5亿剂之间，掰掰手指头算一下，莫得纳二季度净利润可能相比","images":[{"img":"https://static.tigerbbs.com/b436f39c11885df4068a42a9c2d0aabf","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807482800","isVote":1,"tweetType":2,"object":{"id":"45e582d0b07b480fad2e13d02aa84a9c","tweetId":"807482800","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/57cd883a3701925922023242754/WkL4kZSTpTUA.mp4","poster":"https://static.tigerbbs.com/b436f39c11885df4068a42a9c2d0aabf"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":891975497,"gmtCreate":1628325571519,"gmtModify":1633751637913,"author":{"id":"3569718620423179","authorId":"3569718620423179","name":"WhoTokMyName","avatar":"https://static.tigerbbs.com/2d73bd88a3da09fcbd3b24caeaa864f9","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569718620423179","idStr":"3569718620423179"},"themes":[],"htmlText":"别啊 我等着他上市的","listText":"别啊 我等着他上市的","text":"别啊 我等着他上市的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891975497","repostId":"893227388","repostType":1,"repost":{"id":893227388,"gmtCreate":1628266232444,"gmtModify":1628377556188,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503452965237041","idStr":"3503452965237041"},"themes":[],"htmlText":"据美国科技媒体The Verge：谷歌(GOOG.O、GOOGL.O)考虑“部分或全部”收购游戏制作团队Epic Games。<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>","listText":"据美国科技媒体The Verge：谷歌(GOOG.O、GOOGL.O)考虑“部分或全部”收购游戏制作团队Epic Games。<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>","text":"据美国科技媒体The Verge：谷歌(GOOG.O、GOOGL.O)考虑“部分或全部”收购游戏制作团队Epic Games。$谷歌(GOOG)$","images":[{"img":"https://static.tigerbbs.com/e03adc94db04073c8096cb9e072d2c47","width":"492","height":"298"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893227388","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":893107057,"gmtCreate":1628242897779,"gmtModify":1631885045641,"author":{"id":"3569718620423179","authorId":"3569718620423179","name":"WhoTokMyName","avatar":"https://static.tigerbbs.com/2d73bd88a3da09fcbd3b24caeaa864f9","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569718620423179","idStr":"3569718620423179"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a>[微笑]&nbsp;","listText":"<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a>[微笑]&nbsp;","text":"$阿斯麦(ASML)$[微笑]","images":[{"img":"https://static.tigerbbs.com/de3c2a0735e4efef08db8ef7d01d1a32","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893107057","isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":378718293958960,"gmtCreate":1733497089292,"gmtModify":1733497095549,"author":{"id":"3569718620423179","authorId":"3569718620423179","name":"WhoTokMyName","avatar":"https://static.tigerbbs.com/2d73bd88a3da09fcbd3b24caeaa864f9","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569718620423179","idStr":"3569718620423179"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$ </a> Clear road ahead for the next four years 😎","listText":"<a 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Inc.(WISH)$</a>淡定","text":"$ContextLogic Inc.(WISH)$淡定","images":[{"img":"https://static.tigerbbs.com/72086cb9632150ae030d970315a7ba7a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/181360063","isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":134878298,"gmtCreate":1622218079814,"gmtModify":1631887022811,"author":{"id":"3569718620423179","authorId":"3569718620423179","name":"WhoTokMyName","avatar":"https://static.tigerbbs.com/2d73bd88a3da09fcbd3b24caeaa864f9","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569718620423179","idStr":"3569718620423179"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NOK\">$NOK 20220121 10.0 CALL(NOK)$</a>先止盈一半，另一半等第二波[财迷]&nbsp;","listText":"<a href=\"https://laohu8.com/S/NOK\">$NOK 20220121 10.0 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[财迷]","images":[{"img":"https://static.tigerbbs.com/5c45e5984899efd745b9e7a9c5c737e7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/183115781","isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":192935961,"gmtCreate":1621135981353,"gmtModify":1634193834017,"author":{"id":"3569718620423179","authorId":"3569718620423179","name":"WhoTokMyName","avatar":"https://static.tigerbbs.com/2d73bd88a3da09fcbd3b24caeaa864f9","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569718620423179","idStr":"3569718620423179"},"themes":[],"htmlText":"这里大部分喷的人都是还没持有狗狗币的[笑哭]&nbsp;","listText":"这里大部分喷的人都是还没持有狗狗币的[笑哭]&nbsp;","text":"这里大部分喷的人都是还没持有狗狗币的[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/192935961","repostId":"1182116766","repostType":4,"repost":{"id":"1182116766","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1621128722,"share":"https://www.laohu8.com/m/news/1182116766?lang=&edition=full","pubTime":"2021-05-16 09:32","market":"hk","language":"zh","title":"马斯克表示：在理想情况下，狗狗币可将区块时间加快10倍","url":"https://stock-news.laohu8.com/highlight/detail?id=1182116766","media":"老虎资讯综合","summary":"$特斯拉(TSLA)$CEO埃隆·马斯克表示，在理想情况下，狗狗币可将区块时间加快10倍，将区块大小增加10倍，并将费用降低100倍，从而可以轻而易举的获胜。\n\n狗狗币短线走高，重回0.54美元/枚上方。","content":"<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克表示，在理想情况下，狗狗币可将区块时间加快10倍，将区块大小增加10倍，并将费用降低100倍，从而可以轻而易举的获胜。</p><p>狗狗币短线走高，重回0.54美元/枚上方。</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>马斯克表示：在理想情况下，狗狗币可将区块时间加快10倍</title>\n<style 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