目光之后的个人主页 - 老虎社区

目光之后

目光之后

吃过亏，现在只持仓标普500和标普500期权

IP属地：0

96关注

13粉丝

2主题

0勋章

04-25

$谷歌A(GOOGL)$ 利润这么高[开心]

04-24

这家伙怎么跟贾跃亭一样。

蔚来李斌在2025上海车展重申：有信心在四季度实现盈利

04-12

已经豁免了，12号刚出的。

苹果股价连续反弹，市场在押注iPhone获得关税豁免吗？

04-11

现在来问题不大

@空军大队长:兄弟们，我又回来了，抄底美股，还有多少人在做美股啊，搞电商赚了点钱，还是感觉炒股最靠谱，我又回来了 $标普500ETF(SPY)$ $特斯拉(TSLA)$ $英伟达(NVDA)$

03-19

鸡派 [呆住] [冷漠]，咋不叫坤派呢 [贱笑]

03-09

市盈率太高，不买。

华尔街最大的特斯拉多头喊话：抛售过度了！

03-08

你怕啥138的本，已经跌20%了我都不慌。

01-28

清华北大不如胆子大，抄底英伟达！

01-26

Replying to @江南空气:那是真刺激，跌的时候你都不知道低在哪里，涨的时候一样。//@江南空气:怎么会体验差，就跟过山车一样，老刺激了[开心]

@目光之后:特斯拉这种股票我是不会买的，波动太大，持股体验极差。

01-26

特斯拉这种股票我是不会买的，波动太大，持股体验极差。

马斯克：特斯拉将以很大优势击败英伟达成为全球市值第一，不靠卖车

01-24

为啥美股期货没受影响。

日本央行如期加息25基点！利率升至2008年10月以来新高

01-06

笑死，贼喊捉贼[笑哭] 。不过我早已去正规市场了。

抱歉，原内容已删除

2024-12-31

只看技术形态，不看当时经济政策？纯纯小丑。

技术分析浮现英伟达股价隐忧？图形模式与2018年暴跌60%前夕相似

2024-12-31

这跟恒大有什么区别？恒大的今天就是它的明天，或早或晚而已。

比特币巨鲸减速！MicroStrategy购买量骤降，股价大跌引市场热议

2024-11-07

财务造假的公司千万别抄底，会被罚的倾家荡产，退市是必然。参考瑞幸。

@2947780e:$超微电脑(SMCI)$ 现在买空超微的空间还大吗？基本上已经是2023年AI爆发以来的最低点，再跌能跌回十几块？

2024-11-03

谷歌现在是各种鬼故事。诉讼、open ai搜索竞争、meta 亚马逊广告竞争。

2024-11-01

诈骗只有0次和很多次。

瑞幸咖啡三季度营收101.8亿元，经调净利润14亿元

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3574609203076960","uuid":"3574609203076960","gmtCreate":1611515179821,"gmtModify":1731070185433,"name":"目光之后","pinyin":"mgzhmuguangzhihou","introduction":"","introductionEn":"","signature":"吃过亏，现在只持仓标普500和标普500期权","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":13,"headSize":96,"tweetSize":47,"questionSize":0,"limitLevel":999,"accountStatus":3,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":2,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.03.06","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识体验官","description":"观看学堂课程满5节","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.06","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006}],"userBadgeCount":2,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.10.23","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"0","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":13,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":428169937863152,"gmtCreate":1745554526598,"gmtModify":1745554528025,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$&nbsp;</a> 利润这么高[开心]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$&nbsp;</a> 利润这么高[开心]&nbsp;&nbsp;","text":"$谷歌A(GOOGL)$ 利润这么高[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/428169937863152","isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427755258143560,"gmtCreate":1745456342025,"gmtModify":1745456344017,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"这家伙怎么跟贾跃亭一样。","listText":"这家伙怎么跟贾跃亭一样。","text":"这家伙怎么跟贾跃亭一样。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427755258143560","repostId":"1197597134","repostType":4,"repost":{"id":"1197597134","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":1745419670,"share":"https://www.laohu8.com/m/news/1197597134?lang=&edition=full","pubTime":"2025-04-23 22:47","market":"sg","language":"zh","title":"蔚来李斌在2025上海车展重申：有信心在四季度实现盈利","url":"https://stock-news.laohu8.com/highlight/detail?id=1197597134","media":"老虎资讯综合","summary":"坚决会做到这一点。","content":"<html><head></head><body><p>蔚来创始人、董事长李斌表示：2025年是蔚来的技术大年、产品大年、基建（指换电站）大年，再加上管理方面会坚决地降本提效，蔚来有信心经营情况逐季改善，实现四季度盈利。</p><p>“我们整个团队还是非常有信心的，也很笃定，我们坚决会做到这一点。”李斌说。（上证报）</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>蔚来李斌在2025上海车展重申：有信心在四季度实现盈利</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蔚来李斌在2025上海车展重申：有信心在四季度实现盈利\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-04-23 22:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>蔚来创始人、董事长李斌表示：2025年是蔚来的技术大年、产品大年、基建（指换电站）大年，再加上管理方面会坚决地降本提效，蔚来有信心经营情况逐季改善，实现四季度盈利。</p><p>“我们整个团队还是非常有信心的，也很笃定，我们坚决会做到这一点。”李斌说。（上证报）</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"09866":"蔚来-SW","NIO":"蔚来","NIO.SI":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197597134","content_text":"蔚来创始人、董事长李斌表示：2025年是蔚来的技术大年、产品大年、基建（指换电站）大年，再加上管理方面会坚决地降本提效，蔚来有信心经营情况逐季改善，实现四季度盈利。“我们整个团队还是非常有信心的，也很笃定，我们坚决会做到这一点。”李斌说。（上证报）","news_type":1},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":423700800889256,"gmtCreate":1744461529175,"gmtModify":1744461531017,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"已经豁免了，12号刚出的。","listText":"已经豁免了，12号刚出的。","text":"已经豁免了，12号刚出的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/423700800889256","repostId":"2526605266","repostType":4,"repost":{"id":"2526605266","kind":"news","pubTimestamp":1744450470,"share":"https://www.laohu8.com/m/news/2526605266?lang=&edition=full","pubTime":"2025-04-12 17:34","market":"hk","language":"zh","title":"苹果股价连续反弹，市场在押注iPhone获得关税豁免吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2526605266","media":"华尔街见闻","summary":"“90%的投资者都相信苹果将获得关税豁免”，毕竟，苹果在特朗普1.0时期就获得过一次豁免。华尔街认为，“美国优先”政策指引下，特朗普可能不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国投资5000亿美元之后。","content":"<html><head></head><body><blockquote><p>“90%的投资者都相信苹果将获得关税豁免”，毕竟，苹果在特朗普1.0时期就获得过一次豁免。华尔街认为，“美国优先”政策指引下，特朗普可能不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国投资5000亿美元之后。</p></blockquote><p>关税豁免预期升温，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>股价反弹。</p><p>特朗普关税大棒落地后，苹果股价经历了一波暴跌，但在过去两天，意外出现了剧烈反弹。<strong>苹果股价自4月9日以来飙升了15%，市值增加4000多亿美元，本周五股价单日上涨4.1%，收于198.15美元。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b0c723c5eb7d81355b7369ebb2ca978\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>这一反弹源自华尔街分析师和投资者越来越相信苹果将获得关税豁免，这一预期已成为支撑股价的关键因素。</strong></p><p>CFRA Research分析师Angelo Zino表示，苹果获得豁免的可能性已经显著增加：</p><blockquote><p>“按目前情况，<strong>关税影响对苹果来说尤为严重，潜在增加其销售成本约500亿美元。</strong>”</p><p>“我们预计苹果会推迟将任何关税成本转嫁给消费者，直到秋季产品周期，同时如果贸易协议短期内无法实现，我们将苹果获得特殊豁免的概率从20%提高到50%。”</p></blockquote><p>Mizuho Securities交易台分析师Jordan Klein的观点更为乐观，他表示与之交谈的投资者都坚信特朗普将向苹果提供豁免：</p><blockquote><p>“90%的投资者似乎相信苹果将获得关税豁免，毕竟该公司在2018年特朗普执政期间就获得过一次豁免。”</p></blockquote><h2 id=\"id_1896526236\">美国就业与政治考量支撑豁免可能</h2><p>在当前地缘政治紧张局势下，苹果独特的地位可能成为其获得特殊待遇的关键。</p><p>分析师们指出，<strong>特朗普不会希望伤害像苹果这样的美国标志性企业，</strong>特别是在该公司承诺未来四年在美国制造业和其他国内投资上支出超过5000亿美元之后。</p><p>Jordan Klein强调：</p><blockquote><p><strong>“该公司雇佣了太多人，美国选民过度依赖iPhone，不会接受iPhone售价达到2000美元的情况。”</strong></p></blockquote><p>另一个支持苹果获得豁免的论点是，<strong>特朗普的关税政策可能反而助力了苹果的主要竞争对手——韩国的<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>。</strong>从政治角度看，这种结果显然与特朗普的“美国优先”政策相悖。</p><h2 id=\"id_2252992744\">苹果并非完全依赖豁免，已开始多管齐下应对</h2><p>尽管市场普遍看好苹果获得豁免的前景，但该公司并未将所有希望寄托于此。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Erik Woodring表示：</p><blockquote><p>“我们不认为苹果将仅仅押注于总统豁免，而且正如我们在跟踪该公司时所了解的，苹果始终保持长期思考。”</p></blockquote><p>苹果近年来一直致力于将其产业链多元化，包括将部分iPhone生产转移到印度。在90天关税缓期内，苹果可能将寻求其印度合作伙伴，以满足美国iPhone需求。</p><p>Woodring估计，为满足美国的iPhone需求，<strong>苹果需要将其印度生产能力提高一倍，尽管这可能需要更长时间才能实现。</strong></p><p>还有观点指出，另一种策略是<strong>通过提供融资计划、增加运营商补贴和提高以旧换新价值</strong>来缓解人为抬高的iPhone价格。</p><p>如果无法获得豁免，苹果可能会采取其他策略减轻关税压力。大摩分析称，苹果可能会取消低端iPhone存储模型，将需求转向利润率更高的iPhone型号。</p></body></html>","source":"wallstreetcn_hot_news","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>苹果股价连续反弹，市场在押注iPhone获得关税豁免吗？</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苹果股价连续反弹，市场在押注iPhone获得关税豁免吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-12 17:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3745086><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“90%的投资者都相信苹果将获得关税豁免”，毕竟，苹果在特朗普1.0时期就获得过一次豁免。华尔街认为，“美国优先”政策指引下，特朗普可能不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国投资5000亿美元之后。关税豁免预期升温，苹果股价反弹。特朗普关税大棒落地后，苹果股价经历了一波暴跌，但在过去两天，意外出现了剧烈反弹。苹果股价自4月9日以来飙升了15%，市值增加4000...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3745086\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9dd8e37009a141c78b4a4ede34830062","relate_stocks":{"LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4559":"巴菲特持仓","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4512":"苹果概念","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","AAPL":"苹果","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","BK4598":"佩洛西持仓","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","BK4515":"5G概念","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","BK4592":"伊斯兰概念","BK4532":"文艺复兴科技持仓","LU0109392836.USD":"富兰克林科技股A","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","BK4566":"资本集团","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC"},"source_url":"https://wallstreetcn.com/articles/3745086","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2526605266","content_text":"“90%的投资者都相信苹果将获得关税豁免”，毕竟，苹果在特朗普1.0时期就获得过一次豁免。华尔街认为，“美国优先”政策指引下，特朗普可能不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国投资5000亿美元之后。关税豁免预期升温，苹果股价反弹。特朗普关税大棒落地后，苹果股价经历了一波暴跌，但在过去两天，意外出现了剧烈反弹。苹果股价自4月9日以来飙升了15%，市值增加4000多亿美元，本周五股价单日上涨4.1%，收于198.15美元。这一反弹源自华尔街分析师和投资者越来越相信苹果将获得关税豁免，这一预期已成为支撑股价的关键因素。CFRA Research分析师Angelo Zino表示，苹果获得豁免的可能性已经显著增加：“按目前情况，关税影响对苹果来说尤为严重，潜在增加其销售成本约500亿美元。”“我们预计苹果会推迟将任何关税成本转嫁给消费者，直到秋季产品周期，同时如果贸易协议短期内无法实现，我们将苹果获得特殊豁免的概率从20%提高到50%。”Mizuho Securities交易台分析师Jordan Klein的观点更为乐观，他表示与之交谈的投资者都坚信特朗普将向苹果提供豁免：“90%的投资者似乎相信苹果将获得关税豁免，毕竟该公司在2018年特朗普执政期间就获得过一次豁免。”美国就业与政治考量支撑豁免可能在当前地缘政治紧张局势下，苹果独特的地位可能成为其获得特殊待遇的关键。分析师们指出，特朗普不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国制造业和其他国内投资上支出超过5000亿美元之后。Jordan Klein强调：“该公司雇佣了太多人，美国选民过度依赖iPhone，不会接受iPhone售价达到2000美元的情况。”另一个支持苹果获得豁免的论点是，特朗普的关税政策可能反而助力了苹果的主要竞争对手——韩国的三星电子。从政治角度看，这种结果显然与特朗普的“美国优先”政策相悖。苹果并非完全依赖豁免，已开始多管齐下应对尽管市场普遍看好苹果获得豁免的前景，但该公司并未将所有希望寄托于此。摩根士丹利分析师Erik Woodring表示：“我们不认为苹果将仅仅押注于总统豁免，而且正如我们在跟踪该公司时所了解的，苹果始终保持长期思考。”苹果近年来一直致力于将其产业链多元化，包括将部分iPhone生产转移到印度。在90天关税缓期内，苹果可能将寻求其印度合作伙伴，以满足美国iPhone需求。Woodring估计，为满足美国的iPhone需求，苹果需要将其印度生产能力提高一倍，尽管这可能需要更长时间才能实现。还有观点指出，另一种策略是通过提供融资计划、增加运营商补贴和提高以旧换新价值来缓解人为抬高的iPhone价格。如果无法获得豁免，苹果可能会采取其他策略减轻关税压力。大摩分析称，苹果可能会取消低端iPhone存储模型，将需求转向利润率更高的iPhone型号。","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":423305181122792,"gmtCreate":1744364364705,"gmtModify":1744364366636,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"现在来问题不大","listText":"现在来问题不大","text":"现在来问题不大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/423305181122792","repostId":"423264902898504","repostType":1,"repost":{"id":423264902898504,"gmtCreate":1744354653422,"gmtModify":1744361403226,"author":{"id":"74125836878304","authorId":"74125836878304","name":"空军大队长","avatar":"https://static.tigerbbs.com/491ac6b2de4e6f00b0c07853ca1c186b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"74125836878304","authorIdStr":"74125836878304"},"themes":[],"htmlText":"兄弟们，我又回来了，抄底美股， 还有多少人在做美股啊，搞电商赚了点钱，还是感觉炒股最靠谱，我又回来了 <a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>","listText":"兄弟们，我又回来了，抄底美股， 还有多少人在做美股啊，搞电商赚了点钱，还是感觉炒股最靠谱，我又回来了 <a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>","text":"兄弟们，我又回来了，抄底美股， 还有多少人在做美股啊，搞电商赚了点钱，还是感觉炒股最靠谱，我又回来了 $标普500ETF(SPY)$ $特斯拉(TSLA)$ $英伟达(NVDA)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/423264902898504","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415173164191968,"gmtCreate":1742380154685,"gmtModify":1742380156988,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"鸡派 [呆住] [冷漠]，咋不叫坤派呢 [贱笑]","listText":"鸡派 [呆住] [冷漠]，咋不叫坤派呢 [贱笑]","text":"鸡派 [呆住] [冷漠]，咋不叫坤派呢 [贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415173164191968","isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":411462769689064,"gmtCreate":1741488257669,"gmtModify":1741488259722,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"市盈率太高，不买。","listText":"市盈率太高，不买。","text":"市盈率太高，不买。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/411462769689064","repostId":"1105680371","repostType":2,"repost":{"id":"1105680371","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":1741345660,"share":"https://www.laohu8.com/m/news/1105680371?lang=&edition=full","pubTime":"2025-03-07 19:07","market":"us","language":"zh","title":"华尔街最大的特斯拉多头喊话：抛售过度了！","url":"https://stock-news.laohu8.com/highlight/detail?id=1105680371","media":"老虎资讯综合","summary":"尽管“马斯克与特朗普的紧密关联及DOGE引发了市场对特斯拉品牌的重大担忧”，但该团队估计，全球范围内仅有不到5%的特斯拉销量可能受此影响。特斯拉欧洲的销量一直在下滑，尤其在德国，上个月销量暴跌76%。而最近，其第二大市场中国二月份的销量也下降了49%。然而，美国作为其最大市场，也曾爆发过反马斯克和反特斯拉的示威活动。","content":"<html><head></head><body><p style=\"text-align: start;\">投资者正在低估 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 股票的真实价值，并夸大了特斯拉首席执行官埃隆·马斯克（Elon Musk）参与政治活动对公司的负面影响。</p><p style=\"text-align: start;\">这是韦德布什证券（Wedbush）分析师丹·艾夫斯（Dan Ives）团队的观点。该团队对特斯拉设定了最高的12个月目标价——每股550美元，并将其列入“最佳投资标的”名单。</p><p style=\"text-align: start;\">艾夫斯在客户报告中表示：“对于特斯拉多头（包括我们）而言，当前是关键时刻。由于欧洲、中国和美国1月至2月的销售数据疲软，叠加马斯克的争议言论和品牌担忧，特斯拉股价近期大幅下跌，空头暂时主导了市场叙事。”</p><p style=\"text-align: start;\">尽管“马斯克与特朗普的紧密关联及DOGE引发了市场对特斯拉品牌的重大担忧”，但该团队估计，全球范围内仅有不到5%的特斯拉销量可能受此影响。</p><p>特斯拉欧洲的销量一直在下滑，尤其在德国，上个月销量暴跌76%。而最近，其第二大市场中国二月份的销量也下降了49%。</p><p>虽然Wedbush的分析师没有详细说明他们如何得出5%的风险数字，但根据FactSet的估计，欧洲在特斯拉的收入构成中所占比例较小——德国仅占2.2%，英国占1.7%。然而，美国作为其最大市场，也曾爆发过反马斯克和反特斯拉的活动。</p><p>尽管如此，艾夫斯和他的团队坚信，马斯克将在2025年期间“更好地平衡在DOGE与特斯拉/SpaceX之间的时间分配，一些分散注意力的因素将会逐渐消退。”</p><p>他们认为，与其因当前围绕马斯克政治参与而产生的紧张局势而焦虑，不如让投资者关注股票的真正价值所在——那就是公司刚刚启动的巨大创新和技术周期。他们表示：“我们相信，自动驾驶技术和Optimus将占据特斯拉故事中90%的估值，并将打造一家市值超过2万亿美元的公司。”</p><p>此外，分析师预计，除了今年六月在奥斯汀推出无人监管的FSD（全自动驾驶系统）外，特斯拉在夏季前还将推出一款成本更低、售价低于3.5万美元的新车型，以激发市场上被压抑的消费需求。</p><p>在更为积极的一方，TD Cowen的分析师Itay Michaeli在接手特斯拉股票的研究后，给予其新的买入评级，并将目标价定在388美元，此前TD Cowen对该股票的评级为“持有”。Michaeli表示，股价的回调正是他们对该股票持更为乐观观点的一部分，同时还有几个潜在催化因素可能在今年推动股价上涨。</p><p><em>文章源自MarketWatch《The biggest Tesla bull on Wall Street says the selloff over Musk’s politics is overdone》</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>华尔街最大的特斯拉多头喊话：抛售过度了！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n华尔街最大的特斯拉多头喊话：抛售过度了！\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-03-07 19:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">投资者正在低估 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 股票的真实价值，并夸大了特斯拉首席执行官埃隆·马斯克（Elon Musk）参与政治活动对公司的负面影响。</p><p style=\"text-align: start;\">这是韦德布什证券（Wedbush）分析师丹·艾夫斯（Dan Ives）团队的观点。该团队对特斯拉设定了最高的12个月目标价——每股550美元，并将其列入“最佳投资标的”名单。</p><p style=\"text-align: start;\">艾夫斯在客户报告中表示：“对于特斯拉多头（包括我们）而言，当前是关键时刻。由于欧洲、中国和美国1月至2月的销售数据疲软，叠加马斯克的争议言论和品牌担忧，特斯拉股价近期大幅下跌，空头暂时主导了市场叙事。”</p><p style=\"text-align: start;\">尽管“马斯克与特朗普的紧密关联及DOGE引发了市场对特斯拉品牌的重大担忧”，但该团队估计，全球范围内仅有不到5%的特斯拉销量可能受此影响。</p><p>特斯拉欧洲的销量一直在下滑，尤其在德国，上个月销量暴跌76%。而最近，其第二大市场中国二月份的销量也下降了49%。</p><p>虽然Wedbush的分析师没有详细说明他们如何得出5%的风险数字，但根据FactSet的估计，欧洲在特斯拉的收入构成中所占比例较小——德国仅占2.2%，英国占1.7%。然而，美国作为其最大市场，也曾爆发过反马斯克和反特斯拉的活动。</p><p>尽管如此，艾夫斯和他的团队坚信，马斯克将在2025年期间“更好地平衡在DOGE与特斯拉/SpaceX之间的时间分配，一些分散注意力的因素将会逐渐消退。”</p><p>他们认为，与其因当前围绕马斯克政治参与而产生的紧张局势而焦虑，不如让投资者关注股票的真正价值所在——那就是公司刚刚启动的巨大创新和技术周期。他们表示：“我们相信，自动驾驶技术和Optimus将占据特斯拉故事中90%的估值，并将打造一家市值超过2万亿美元的公司。”</p><p>此外，分析师预计，除了今年六月在奥斯汀推出无人监管的FSD（全自动驾驶系统）外，特斯拉在夏季前还将推出一款成本更低、售价低于3.5万美元的新车型，以激发市场上被压抑的消费需求。</p><p>在更为积极的一方，TD Cowen的分析师Itay Michaeli在接手特斯拉股票的研究后，给予其新的买入评级，并将目标价定在388美元，此前TD Cowen对该股票的评级为“持有”。Michaeli表示，股价的回调正是他们对该股票持更为乐观观点的一部分，同时还有几个潜在催化因素可能在今年推动股价上涨。</p><p><em>文章源自MarketWatch《The biggest Tesla bull on Wall Street says the selloff over Musk’s politics is overdone》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/340d3c04436bbba1df239d6d4a7e3fd2","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105680371","content_text":"投资者正在低估 特斯拉 股票的真实价值，并夸大了特斯拉首席执行官埃隆·马斯克（Elon Musk）参与政治活动对公司的负面影响。这是韦德布什证券（Wedbush）分析师丹·艾夫斯（Dan Ives）团队的观点。该团队对特斯拉设定了最高的12个月目标价——每股550美元，并将其列入“最佳投资标的”名单。艾夫斯在客户报告中表示：“对于特斯拉多头（包括我们）而言，当前是关键时刻。由于欧洲、中国和美国1月至2月的销售数据疲软，叠加马斯克的争议言论和品牌担忧，特斯拉股价近期大幅下跌，空头暂时主导了市场叙事。”尽管“马斯克与特朗普的紧密关联及DOGE引发了市场对特斯拉品牌的重大担忧”，但该团队估计，全球范围内仅有不到5%的特斯拉销量可能受此影响。特斯拉欧洲的销量一直在下滑，尤其在德国，上个月销量暴跌76%。而最近，其第二大市场中国二月份的销量也下降了49%。虽然Wedbush的分析师没有详细说明他们如何得出5%的风险数字，但根据FactSet的估计，欧洲在特斯拉的收入构成中所占比例较小——德国仅占2.2%，英国占1.7%。然而，美国作为其最大市场，也曾爆发过反马斯克和反特斯拉的活动。尽管如此，艾夫斯和他的团队坚信，马斯克将在2025年期间“更好地平衡在DOGE与特斯拉/SpaceX之间的时间分配，一些分散注意力的因素将会逐渐消退。”他们认为，与其因当前围绕马斯克政治参与而产生的紧张局势而焦虑，不如让投资者关注股票的真正价值所在——那就是公司刚刚启动的巨大创新和技术周期。他们表示：“我们相信，自动驾驶技术和Optimus将占据特斯拉故事中90%的估值，并将打造一家市值超过2万亿美元的公司。”此外，分析师预计，除了今年六月在奥斯汀推出无人监管的FSD（全自动驾驶系统）外，特斯拉在夏季前还将推出一款成本更低、售价低于3.5万美元的新车型，以激发市场上被压抑的消费需求。在更为积极的一方，TD Cowen的分析师Itay Michaeli在接手特斯拉股票的研究后，给予其新的买入评级，并将目标价定在388美元，此前TD Cowen对该股票的评级为“持有”。Michaeli表示，股价的回调正是他们对该股票持更为乐观观点的一部分，同时还有几个潜在催化因素可能在今年推动股价上涨。文章源自MarketWatch《The biggest Tesla bull on Wall Street says the selloff over Musk’s politics is overdone》","news_type":1},"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":411106306380408,"gmtCreate":1741400855983,"gmtModify":1741400857841,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"你怕啥138的本，已经跌20%了我都不慌。","listText":"你怕啥138的本，已经跌20%了我都不慌。","text":"你怕啥138的本，已经跌20%了我都不慌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/411106306380408","isVote":1,"tweetType":1,"viewCount":749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397353739604504,"gmtCreate":1738032604039,"gmtModify":1738032606159,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"清华北大不如胆子大，抄底英伟达！","listText":"清华北大不如胆子大，抄底英伟达！","text":"清华北大不如胆子大，抄底英伟达！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397353739604504","isVote":1,"tweetType":1,"viewCount":904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396784549700224,"gmtCreate":1737893466825,"gmtModify":1737893469198,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3558558561596849\">@江南空气</a>:那是真刺激，跌的时候你都不知道低在哪里，涨的时候一样。//<a href=\"https://laohu8.com/U/3558558561596849\">@江南空气</a>:怎么会体验差，就跟过山车一样，老刺激了[开心]","listText":"Replying to <a href=\"https://laohu8.com/U/3558558561596849\">@江南空气</a>:那是真刺激，跌的时候你都不知道低在哪里，涨的时候一样。//<a href=\"https://laohu8.com/U/3558558561596849\">@江南空气</a>:怎么会体验差，就跟过山车一样，老刺激了[开心]","text":"Replying to @江南空气:那是真刺激，跌的时候你都不知道低在哪里，涨的时候一样。//@江南空气:怎么会体验差，就跟过山车一样，老刺激了[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/396784549700224","repostId":"396593579847952","repostType":1,"repost":{"id":396593579847952,"gmtCreate":1737847070231,"gmtModify":1737847072273,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"特斯拉这种股票我是不会买的，波动太大，持股体验极差。","listText":"特斯拉这种股票我是不会买的，波动太大，持股体验极差。","text":"特斯拉这种股票我是不会买的，波动太大，持股体验极差。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/396593579847952","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396593579847952,"gmtCreate":1737847070231,"gmtModify":1737847072273,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"特斯拉这种股票我是不会买的，波动太大，持股体验极差。","listText":"特斯拉这种股票我是不会买的，波动太大，持股体验极差。","text":"特斯拉这种股票我是不会买的，波动太大，持股体验极差。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/396593579847952","repostId":"2506884998","repostType":2,"repost":{"id":"2506884998","kind":"news","pubTimestamp":1737786255,"share":"https://www.laohu8.com/m/news/2506884998?lang=&edition=full","pubTime":"2025-01-25 14:24","market":"hk","language":"zh","title":"马斯克：特斯拉将以很大优势击败英伟达成为全球市值第一，不靠卖车","url":"https://stock-news.laohu8.com/highlight/detail?id=2506884998","media":"快科技","summary":"快科技1月25日消息，近日，马斯克回应了一篇有关全球最有价值公司排名的帖子，他直言，特斯拉很有可能以“很大优势”成为全球市值No1。截至目前，NVIDIA以3.49万亿美元的市值排名全球第一，苹果紧随其后，市值为3.35万亿美元。相比之下，特斯拉市值为1.31万亿美元，还有较大差距。特斯拉的股价今年迄今位置上涨了8.7%。马斯克认为，从长远来看，汽车将成为其公司叙事的次要驱动力，他预计特斯拉的Optimus人形机器人将发挥更大的作用。","content":"<html><head></head><body><p>快科技1月25日消息，近日，马斯克回应了一篇有关全球最有价值公司排名的帖子，他直言，<strong><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>很有可能以“很大优势”成为全球市值No1。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8eae0fe01c553d9077d511ce38f82de3\" tg-width=\"600\" tg-height=\"157\"/></p><p>截至目前，<strong>NVIDIA以3.49万亿美元的市值排名全球第一，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>紧随其后，市值为3.35万亿美元</strong>。</p><p><strong>相比之下，特斯拉市值为1.31万亿美元，还有较大差距。</strong></p><p>特斯拉的股价在过去12个月上涨了98%，其中大部分涨幅是在2024年11月特朗普大选之后获得的。</p><p>特斯拉的股价今年迄今位置上涨了8.7%。<strong>马斯克认为，从长远来看，汽车将成为其公司叙事的次要驱动力，他预计特斯拉的Optimus人形机器人将发挥更大的作用</strong>。</p><p>Cathie Wood的Ark Investment认为，人形机器人代表着24 万亿美元的市场机会。</p><p><a href=\"https://laohu8.com/S/DB\">德意志银行</a>在2024年的一份分析师报告中对特斯拉的潜在人形机器人收入进行了建模。<strong>报告估计，到2035年，特斯拉每年将从其Optimus机器人上赚取100亿美元。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6157799513e21e6c2147f2eb4339b757\" tg-width=\"508\" tg-height=\"387\"/></p></body></html>","source":"fenghuang_stock","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：特斯拉将以很大优势击败英伟达成为全球市值第一，不靠卖车</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马斯克：特斯拉将以很大优势击败英伟达成为全球市值第一，不靠卖车\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-25 14:24 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8gQWW4vpcNx><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技1月25日消息，近日，马斯克回应了一篇有关全球最有价值公司排名的帖子，他直言，特斯拉很有可能以“很大优势”成为全球市值No1。截至目前，NVIDIA以3.49万亿美元的市值排名全球第一，苹果紧随其后，市值为3.35万亿美元。相比之下，特斯拉市值为1.31万亿美元，还有较大差距。特斯拉的股价在过去12个月上涨了98%，其中大部分涨幅是在2024年11月特朗普大选之后获得的。特斯拉的股价今年迄今...</p>\n\n<a href=\"https://tech.ifeng.com/c/8gQWW4vpcNx\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6157799513e21e6c2147f2eb4339b757","relate_stocks":{"LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","NVDA":"英伟达","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","TSLA":"特斯拉","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","NVD2.UK":"2X NVIDIA ETP","3NVD.UK":"LS 3X NVIDIA","NVD3.UK":"LS 3X NVIDIA","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1548497426.USD":"安联环球人工智能AT Acc","LU0080751232.USD":"富达环球多元动力基金A","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU1923622291.USD":"Natixis Thematics Safety R/A USD","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","NVD":"GraniteShares 2x Short NVDA Daily ETF","NVDD":"Direxion Daily NVDA Bear 1X Shares","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","SNVD.UK":"LS -1X NVIDIA","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","TSYW.SI":"TESLA 3xLongSG261006","NVIW.SI":"NVDA 3xLongSG261006","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","2NVD.UK":"2X NVIDIA ETP","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","NVDS":"Tradr 1.5X Short NVDA Daily ETF","NVDS.UK":"LS -1X NVIDIA","NVDU":"Direxion Daily NVDA Bull 2X Shares","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1"},"source_url":"https://tech.ifeng.com/c/8gQWW4vpcNx","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2506884998","content_text":"快科技1月25日消息，近日，马斯克回应了一篇有关全球最有价值公司排名的帖子，他直言，特斯拉很有可能以“很大优势”成为全球市值No1。截至目前，NVIDIA以3.49万亿美元的市值排名全球第一，苹果紧随其后，市值为3.35万亿美元。相比之下，特斯拉市值为1.31万亿美元，还有较大差距。特斯拉的股价在过去12个月上涨了98%，其中大部分涨幅是在2024年11月特朗普大选之后获得的。特斯拉的股价今年迄今位置上涨了8.7%。马斯克认为，从长远来看，汽车将成为其公司叙事的次要驱动力，他预计特斯拉的Optimus人形机器人将发挥更大的作用。Cathie Wood的Ark Investment认为，人形机器人代表着24 万亿美元的市场机会。德意志银行在2024年的一份分析师报告中对特斯拉的潜在人形机器人收入进行了建模。报告估计，到2035年，特斯拉每年将从其Optimus机器人上赚取100亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1196,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558558561596849","authorId":"3558558561596849","name":"江南空气","avatar":"https://static.tigerbbs.com/9b8dfe0f5009f4743f04a843b72700f0","crmLevel":9,"crmLevelSwitch":0,"idStr":"3558558561596849","authorIdStr":"3558558561596849"},"content":"怎么会体验差，就跟过山车一样，老刺激了[开心]","text":"怎么会体验差，就跟过山车一样，老刺激了[开心]","html":"怎么会体验差，就跟过山车一样，老刺激了[开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395964605407448,"gmtCreate":1737695963245,"gmtModify":1737695964697,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"为啥美股期货没受影响。","listText":"为啥美股期货没受影响。","text":"为啥美股期货没受影响。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/395964605407448","repostId":"1127234548","repostType":4,"repost":{"id":"1127234548","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":1737689005,"share":"https://www.laohu8.com/m/news/1127234548?lang=&edition=full","pubTime":"2025-01-24 11:23","market":"us","language":"zh","title":"日本央行如期加息25基点！利率升至2008年10月以来新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1127234548","media":"老虎资讯综合","summary":"1月2日，日本央行如预期加息25个基点，将目标利率从0.25%上调至0.50%，加息幅度为2007年以来最大，利率升至2008年10月以来新高。自去年3月份重启加息后，日本央行在不到12个月的时间里进行了三次加息。","content":"<html><head></head><body><p>1月24日，日本央行如预期加息25个基点，将目标利率从0.25%上调至0.50%，加息幅度为2007年以来最大，利率升至2008年10月以来新高。自去年3月份重启加息后，日本央行在不到12个月的时间里进行了三次加息。</p><h2 id=\"id_2121930656\" style=\"text-align: left;\">利率决议全文</h2><p style=\"text-align: justify;\">在今天举行的货币政策会议（MPM）上，日本央行政策委员会以8比1的多数票决定，设定以下货币市场操作指导方针：日本央行将促使无担保隔夜拆借利率保持在大约0.5%的水平。</p><p style=\"text-align: justify;\">根据货币市场操作指导方针的变更，日本央行决定以8比1的多数票调整其措施适用的利率：</p><p style=\"text-align: justify;\">(1) 补充存款便利的利率</p><p style=\"text-align: justify;\">适用于补充存款便利的利率（金融机构在日本央行持有的活期存款余额的利率，不包括法定准备金余额）将为0.5%。</p><p style=\"text-align: justify;\">(2) 基本贷款利率</p><p style=\"text-align: justify;\">适用于补充贷款便利的基本贷款利率将为0.75%。</p><p style=\"text-align: justify;\">关于银行贷款刺激措施的资金供应，计划在2025年6月30日之后不再发放新贷款，按计划进行。为了顺利结束该措施，日本央行决定，作为过渡措施，允许在2025年7月1日至12月31日期间到期的贷款中，最多将5%的金额展期为一年期贷款（一致通过）。</p><p style=\"text-align: justify;\">新的货币市场操作指导方针将于2025年1月27日生效。新的补充存款便利利率和新的基本贷款利率也将于2025年1月27日生效。</p><h3 id=\"id_3789300440\" style=\"text-align: left;\">日本经济活动和物价</h3><p style=\"text-align: justify;\">日本的经济活动和物价总体上与之前《经济活动与物价展望报告》（展望报告）中的预期一致，实现该展望的可能性正在增加。日本经济温和复苏，尽管部分领域仍存在一些疲软。在工资方面，随着企业利润持续改善和劳动力短缺感的增强，许多企业表示将在今年的年度春季劳资谈判中继续稳步提高工资，延续去年的强劲加薪趋势。在物价方面，核心CPI通胀率正逐渐向2%的价格稳定目标靠拢。</p><p style=\"text-align: justify;\">随着工资的持续增长，企业越来越多地将更高的人事费用和分销成本等成本上升因素反映在销售价格中。在这种情况下，尽管过去进口价格上升对消费者价格的传导效应有所减弱，但由于日元最近贬值等因素导致进口价格上升，预计2024财年CPI（除生鲜食品外）的同比增幅将在2.5%至3.0%之间，2025财年将接近2.5%。</p><p style=\"text-align: justify;\">与此同时，尽管存在各种不确定性，但随着海外经济温和增长，全球金融市场和资本市场总体上保持稳定。</p><h3 id=\"id_4175808205\" style=\"text-align: left;\">货币政策调整</h3><p style=\"text-align: justify;\">鉴于上述情况，日本央行认为从实现2%价格稳定目标的可持续性和稳定性角度来看，调整货币政策的宽松程度是适当的。在政策利率调整后，实际利率预计将保持显著的负值，宽松的金融环境将继续有力地支持经济活动。</p><h3 id=\"id_3201310031\" style=\"text-align: left;\">未来货币政策的实施</h3><p style=\"text-align: justify;\">未来的货币政策将取决于经济活动、物价以及金融条件的未来发展。鉴于实际利率处于显著低水平，如果1月展望报告中对经济活动和物价的展望得以实现，日本央行将相应地继续提高政策利率，并调整货币政策的宽松程度。</p><p style=\"text-align: justify;\">日本央行将以2%的价格稳定目标为基础，根据经济活动、物价以及金融条件的发展，从可持续性和稳定性的角度出发，适当地实施货币政策。</p><h3 id=\"id_2566234044\" style=\"text-align: left;\">投票情况</h3><p style=\"text-align: justify;\"><strong>赞成：</strong>植田和男、日野良三、内田真一、足立诚司、野口朝日、中川顺子、高田肇、田村直树</p><p style=\"text-align: justify;\"><strong>反对：</strong>中村丰明</p><p style=\"text-align: justify;\">中村丰明反对，认为应在下次货币政策会议确认企业盈利能力（如按行业划分的企业财务报表统计数据）上升后再决定变更货币市场操作指导方针。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>日本央行如期加息25基点！利率升至2008年10月以来新高</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日本央行如期加息25基点！利率升至2008年10月以来新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-01-24 11:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月24日，日本央行如预期加息25个基点，将目标利率从0.25%上调至0.50%，加息幅度为2007年以来最大，利率升至2008年10月以来新高。自去年3月份重启加息后，日本央行在不到12个月的时间里进行了三次加息。</p><h2 id=\"id_2121930656\" style=\"text-align: left;\">利率决议全文</h2><p style=\"text-align: justify;\">在今天举行的货币政策会议（MPM）上，日本央行政策委员会以8比1的多数票决定，设定以下货币市场操作指导方针：日本央行将促使无担保隔夜拆借利率保持在大约0.5%的水平。</p><p style=\"text-align: justify;\">根据货币市场操作指导方针的变更，日本央行决定以8比1的多数票调整其措施适用的利率：</p><p style=\"text-align: justify;\">(1) 补充存款便利的利率</p><p style=\"text-align: justify;\">适用于补充存款便利的利率（金融机构在日本央行持有的活期存款余额的利率，不包括法定准备金余额）将为0.5%。</p><p style=\"text-align: justify;\">(2) 基本贷款利率</p><p style=\"text-align: justify;\">适用于补充贷款便利的基本贷款利率将为0.75%。</p><p style=\"text-align: justify;\">关于银行贷款刺激措施的资金供应，计划在2025年6月30日之后不再发放新贷款，按计划进行。为了顺利结束该措施，日本央行决定，作为过渡措施，允许在2025年7月1日至12月31日期间到期的贷款中，最多将5%的金额展期为一年期贷款（一致通过）。</p><p style=\"text-align: justify;\">新的货币市场操作指导方针将于2025年1月27日生效。新的补充存款便利利率和新的基本贷款利率也将于2025年1月27日生效。</p><h3 id=\"id_3789300440\" style=\"text-align: left;\">日本经济活动和物价</h3><p style=\"text-align: justify;\">日本的经济活动和物价总体上与之前《经济活动与物价展望报告》（展望报告）中的预期一致，实现该展望的可能性正在增加。日本经济温和复苏，尽管部分领域仍存在一些疲软。在工资方面，随着企业利润持续改善和劳动力短缺感的增强，许多企业表示将在今年的年度春季劳资谈判中继续稳步提高工资，延续去年的强劲加薪趋势。在物价方面，核心CPI通胀率正逐渐向2%的价格稳定目标靠拢。</p><p style=\"text-align: justify;\">随着工资的持续增长，企业越来越多地将更高的人事费用和分销成本等成本上升因素反映在销售价格中。在这种情况下，尽管过去进口价格上升对消费者价格的传导效应有所减弱，但由于日元最近贬值等因素导致进口价格上升，预计2024财年CPI（除生鲜食品外）的同比增幅将在2.5%至3.0%之间，2025财年将接近2.5%。</p><p style=\"text-align: justify;\">与此同时，尽管存在各种不确定性，但随着海外经济温和增长，全球金融市场和资本市场总体上保持稳定。</p><h3 id=\"id_4175808205\" style=\"text-align: left;\">货币政策调整</h3><p style=\"text-align: justify;\">鉴于上述情况，日本央行认为从实现2%价格稳定目标的可持续性和稳定性角度来看，调整货币政策的宽松程度是适当的。在政策利率调整后，实际利率预计将保持显著的负值，宽松的金融环境将继续有力地支持经济活动。</p><h3 id=\"id_3201310031\" style=\"text-align: left;\">未来货币政策的实施</h3><p style=\"text-align: justify;\">未来的货币政策将取决于经济活动、物价以及金融条件的未来发展。鉴于实际利率处于显著低水平，如果1月展望报告中对经济活动和物价的展望得以实现，日本央行将相应地继续提高政策利率，并调整货币政策的宽松程度。</p><p style=\"text-align: justify;\">日本央行将以2%的价格稳定目标为基础，根据经济活动、物价以及金融条件的发展，从可持续性和稳定性的角度出发，适当地实施货币政策。</p><h3 id=\"id_2566234044\" style=\"text-align: left;\">投票情况</h3><p style=\"text-align: justify;\"><strong>赞成：</strong>植田和男、日野良三、内田真一、足立诚司、野口朝日、中川顺子、高田肇、田村直树</p><p style=\"text-align: justify;\"><strong>反对：</strong>中村丰明</p><p style=\"text-align: justify;\">中村丰明反对，认为应在下次货币政策会议确认企业盈利能力（如按行业划分的企业财务报表统计数据）上升后再决定变更货币市场操作指导方针。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a8642475395bb363eacb86148917e7b","relate_stocks":{"EWJ":"日本ETF-iShares MSCI"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127234548","content_text":"1月24日，日本央行如预期加息25个基点，将目标利率从0.25%上调至0.50%，加息幅度为2007年以来最大，利率升至2008年10月以来新高。自去年3月份重启加息后，日本央行在不到12个月的时间里进行了三次加息。利率决议全文在今天举行的货币政策会议（MPM）上，日本央行政策委员会以8比1的多数票决定，设定以下货币市场操作指导方针：日本央行将促使无担保隔夜拆借利率保持在大约0.5%的水平。根据货币市场操作指导方针的变更，日本央行决定以8比1的多数票调整其措施适用的利率：(1) 补充存款便利的利率适用于补充存款便利的利率（金融机构在日本央行持有的活期存款余额的利率，不包括法定准备金余额）将为0.5%。(2) 基本贷款利率适用于补充贷款便利的基本贷款利率将为0.75%。关于银行贷款刺激措施的资金供应，计划在2025年6月30日之后不再发放新贷款，按计划进行。为了顺利结束该措施，日本央行决定，作为过渡措施，允许在2025年7月1日至12月31日期间到期的贷款中，最多将5%的金额展期为一年期贷款（一致通过）。新的货币市场操作指导方针将于2025年1月27日生效。新的补充存款便利利率和新的基本贷款利率也将于2025年1月27日生效。日本经济活动和物价日本的经济活动和物价总体上与之前《经济活动与物价展望报告》（展望报告）中的预期一致，实现该展望的可能性正在增加。日本经济温和复苏，尽管部分领域仍存在一些疲软。在工资方面，随着企业利润持续改善和劳动力短缺感的增强，许多企业表示将在今年的年度春季劳资谈判中继续稳步提高工资，延续去年的强劲加薪趋势。在物价方面，核心CPI通胀率正逐渐向2%的价格稳定目标靠拢。随着工资的持续增长，企业越来越多地将更高的人事费用和分销成本等成本上升因素反映在销售价格中。在这种情况下，尽管过去进口价格上升对消费者价格的传导效应有所减弱，但由于日元最近贬值等因素导致进口价格上升，预计2024财年CPI（除生鲜食品外）的同比增幅将在2.5%至3.0%之间，2025财年将接近2.5%。与此同时，尽管存在各种不确定性，但随着海外经济温和增长，全球金融市场和资本市场总体上保持稳定。货币政策调整鉴于上述情况，日本央行认为从实现2%价格稳定目标的可持续性和稳定性角度来看，调整货币政策的宽松程度是适当的。在政策利率调整后，实际利率预计将保持显著的负值，宽松的金融环境将继续有力地支持经济活动。未来货币政策的实施未来的货币政策将取决于经济活动、物价以及金融条件的未来发展。鉴于实际利率处于显著低水平，如果1月展望报告中对经济活动和物价的展望得以实现，日本央行将相应地继续提高政策利率，并调整货币政策的宽松程度。日本央行将以2%的价格稳定目标为基础，根据经济活动、物价以及金融条件的发展，从可持续性和稳定性的角度出发，适当地实施货币政策。投票情况赞成：植田和男、日野良三、内田真一、足立诚司、野口朝日、中川顺子、高田肇、田村直树反对：中村丰明中村丰明反对，认为应在下次货币政策会议确认企业盈利能力（如按行业划分的企业财务报表统计数据）上升后再决定变更货币市场操作指导方针。","news_type":1},"isVote":1,"tweetType":1,"viewCount":863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389345843724872,"gmtCreate":1736097627971,"gmtModify":1736097629716,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"笑死，贼喊捉贼[笑哭]&nbsp; 。不过我早已去正规市场了。","listText":"笑死，贼喊捉贼[笑哭]&nbsp; 。不过我早已去正规市场了。","text":"笑死，贼喊捉贼[笑哭] 。不过我早已去正规市场了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389345843724872","repostId":"1116792889","repostType":2,"isVote":1,"tweetType":1,"viewCount":1073,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387534688231432,"gmtCreate":1735654572370,"gmtModify":1735654700680,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"只看技术形态，不看当时经济政策？纯纯小丑。","listText":"只看技术形态，不看当时经济政策？纯纯小丑。","text":"只看技术形态，不看当时经济政策？纯纯小丑。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387534688231432","repostId":"2495664813","repostType":2,"repost":{"id":"2495664813","kind":"news","pubTimestamp":1735639814,"share":"https://www.laohu8.com/m/news/2495664813?lang=&edition=full","pubTime":"2024-12-31 18:10","market":"us","language":"zh","title":"技术分析浮现英伟达股价隐忧？图形模式与2018年暴跌60%前夕相似","url":"https://stock-news.laohu8.com/highlight/detail?id=2495664813","media":"智通财经","summary":"Franke对该股的分析重点放在图表模式与2018年的相似之处，称对这只高飞股票的投资者来说，历史通常是重复的，并担忧英伟达的下跌幅度远远超过华尔街传统观点的预期。2018今天的价格和势头序列与截至2018年10月前的12个月惊人地相似。英伟达似乎又回到了2018年10月第二周的位置，当时该股开启面向12月暴跌60%的趋势。","content":"<html><head></head><body><p>12月31日，在<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>股价一路走高的路上，市场也对该公司的强劲表现提出了部分质疑，有财经分析师称从技术分析层面上英伟达或在不久的将来面临大幅下跌。分析师认为，该公司还面临着来自周期性半导体需求、潜在的特朗普关税和未来竞争的重大经营风险，尤其是来自Alphabet公司新推出的具有人工智能含义的Willow量子芯片。</p><p>财经分析师Paul Franke近日发布了一篇关于英伟达的分析文章，他曾在7月的一篇英伟达文章里讨论了易动指数(Ease-of-Movement)跌至创纪录低点的走势。他表示，由于有限的成交量能够大幅压低价格，这是一个看涨的投资者撤回订单的信号。自那以后，该股股价又上涨了25%，对股东来说，一切似乎都很好，他们认为这只股票不是风险资产，而是一条通往财富(人工智能泡沫狂热)的单行道。</p><p>因此，如果在过去几年里刚接触这只股票，投资者可能不明白半导体行业需求非常具有周期性，即使是很小的经济变化也会影响企业的资本支出决策(英伟达的客户)。而且，由于竞争激烈的技术商业模式，像英伟达这样的芯片制造商确实一直面临着推出新产品以攻占市场份额。</p><p>管理层控制之外的宏观经济变化可能会严重拖累英伟达未来几个季度的业务。市场将担忧候任总统特朗普可能会对海外制造的芯片(几乎所有英伟达销售的芯片)征收关税，以及其他政策变化对2025年剩余时间内企业/消费者信心的影响。</p><p>在竞争方面，几周前Alphabet发布的Willow量子芯片引起了人们的严重担忧。不仅<a href=\"https://laohu8.com/S/AVGO\">博通</a>(AVGO.US)、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)、AMD(AMD.US)等科技巨头正在开发自己的人工智能芯片，而且在一两年的时间里，Willow的产品很容易取代对最畅销(而且利润丰厚)的英伟达产品的需求。这将彻底颠覆在2023- 2024年期间拥有中央处理硬件领先的人工智能开发商的极端乐观观点。</p><p>而且，如果<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>在Willow芯片的科学成就被证明是准确的，它可能是过去50年来人类最伟大的发明之一。就其对人类技术发展的影响而言，Willow算力的贡献可能堪比电动汽车或智能手机的发明。</p><p>Paul Franke认为，明年买入英伟达的基本面增长理由将很快消失，因而将目光投向了图表形态，自秋季以来它缺乏任何动能。他还表示，尤其悲观的是，2024年下半年的股价趋势看起来与2018年几乎相同，当年年底股价暴跌约60%。</p><p>Franke对该股的分析重点放在图表模式与2018年的相似之处，称对这只高飞股票的投资者来说，历史通常是重复的，并担忧英伟达的下跌幅度远远超过华尔街传统观点的预期。他对英伟达在周期性和竞争激烈的计算机芯片行业永葆优势表示悲观，并维持对英伟达未来12个月展望的强烈卖出评级。</p><p><strong>动量交易模式接近枯竭</strong></p><p>Franke绘制的英伟达12个月的每日交易图表如下。值得注意的是，目前每股137美元的价格实际上低于6个月前6月每股144美元的高点。价格也跌破了12月重要的50日移动均线，而距离200日移动均线也不远。</p><p>自11月初以来，20天财金(Chaikin)资金流指数(一种回顾过去一个月交易积累趋势的公式)一直在持平至下降。这是全年购买兴趣最弱的趋势。</p><p>另一个问题是，自5月下旬以来，平衡交易量(On Balance Volume)一直持平(根据收盘价的高低，加上或减去每日交易量总数)。通常，股价大幅上涨是由强劲的OBV变动支撑的。</p><p>最后，或许也是最重要的一点，28天平均方向线的计算表明，完全缺乏价格变化的信念。这一波动性指标回顾了六周的交易数据，突显出明显缺乏买入兴趣。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c42684ba07abe847b3be27fa6c9e2f1\" alt=\"2018\" title=\"2018\" tg-width=\"595\" tg-height=\"478\"/><span>2018</span></p><p>今天的价格和势头序列与截至2018年10月前的12个月惊人地相似。下图为这一周期，具有相同的动量指标和基本图表参数。</p><p>英伟达似乎又回到了2018年10月第二周的位置，当时该股开启面向12月暴跌60%的趋势。</p><p>唯一真正的区别是，与2018年的经历相比，目前的格局可能更加疲惫，动力更弱。今天的CMF和ADX读数甚至低于六年前，而OBV模式几乎是镜像。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80baa333210e242f895ebb25ceffe110\" tg-width=\"602\" tg-height=\"471\"/></p><p>对于英伟达的股东来说，2024年12月的坏消息是，对于潜在的情绪逆转，人工智能的兴奋程度将更为极端，估值过高的问题也是如此。这两种情况都可能意味着，在不久的将来，交易量和失衡与买入订单流量的关系可能会比2018年底严重得多。</p><p><strong>股价或下跌50%-60%</strong></p><p>Franke称，无论全球竞争水平或经济活动如何，到2025年，英伟达盈利增长率和利润率几乎肯定会下降，而与去年相比，今年出现了小幅下滑。上述推断纯粹是基于大数定律(一种数学概念，认为规模大量增加必然会减缓公司增长速度)。随着该股市值达到惊人的3.4万亿美元，在人类历史上，没有任何其他“周期性”商业模式的名义价值比这更高。在“相对”规模上超过英伟达占美国GDP11%比重的公司只有1911年政府强制拆分之前的标准石油公司(Standard Oil)。</p><p>Franke认为，未来几年，预计英伟达销售额和每股收益的增长率将显著放缓。华尔街分析师的普遍看法包括，宏观经济预测不错，对英伟达产品征收的关税有限，人工智能芯片竞争对手对业绩的拖累依然微弱。不过，如果这些因素中的任何一个或全部发生变化，那么与实际运营结果相比，华尔街的预测数字将被显著夸大。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f36d8e356e8c1bd65496014c5f052c3\" tg-width=\"602\" tg-height=\"241\"/></p><p>此外，Seeking Alpha的量化排名系统继续将英伟达的估值评为“F”分，唯一的积极数据点是对持续强劲盈利增长的预期。如果这一基本面数据动摇，2025-26年期间，股价或将面临巨大跌幅。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dbf32ade595dfafa0cdd87e63ac1f464\" tg-width=\"597\" tg-height=\"646\"/></p><p>另一个令多头担忧的问题是，过去一年里，内部人士卖出与买入的比率为20:1，而在最近三个月里，这一比率迅速升至60:1，其中包括高层管理人员和首席执行官黄仁勋(Jensen Huang)的减持。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9dc383c90191eb3c99d9a2c2ab0552a1\" tg-width=\"597\" tg-height=\"383\"/></p><p>在这个阶段有什么好的方面?Franke认为，要想让英伟达的股价在短期内突破每股150美元，需要达到英伟达的人工智能芯片主导地位保持不变、美国股市在2025年的头几个月再次整体上涨、美国经济不会受到特朗普/共和党政府破坏性政策变化的影响，以及该公司在亚洲/台湾以外的供应链保持稳定。</p><p>在完全忽略12月下旬耗尽的图表动量结构的同时，上述假设或许意味着很多。因而，Franke重申其观点，繁荣将转向萧条，尤其是在周期性的半导体行业，并继续将英伟达股票12个月展望的评级定为强力卖出。他称，如果上述看涨变量中有一个很快出现问题，就无法排除股价下跌50%至60%的可能性。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>技术分析浮现英伟达股价隐忧？图形模式与2018年暴跌60%前夕相似</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技术分析浮现英伟达股价隐忧？图形模式与2018年暴跌60%前夕相似\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-31 18:10 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1231704.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月31日，在英伟达股价一路走高的路上，市场也对该公司的强劲表现提出了部分质疑，有财经分析师称从技术分析层面上英伟达或在不久的将来面临大幅下跌。分析师认为，该公司还面临着来自周期性半导体需求、潜在的特朗普关税和未来竞争的重大经营风险，尤其是来自Alphabet公司新推出的具有人工智能含义的Willow量子芯片。财经分析师Paul Franke近日发布了一篇关于英伟达的分析文章，他曾在7月的一篇...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1231704.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","NVDS.UK":"LS -1X NVIDIA","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","NVDA":"英伟达","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","NVD":"GraniteShares 2x Short NVDA Daily ETF","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","NVD3.UK":"LS 3X NVIDIA","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","NVDD":"Direxion Daily NVDA Bear 1X Shares","NVD2.UK":"2X NVIDIA ETP","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","NVIW.SI":"NVDA 3xLongSG261006","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","3NVD.UK":"LS 3X NVIDIA","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","NVDS":"Tradr 1.5X Short NVDA Daily ETF","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","NVDU":"Direxion Daily NVDA Bull 2X Shares","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","SNVD.UK":"LS -1X NVIDIA","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","LU0079474960.USD":"联博美国增长基金A","BK4527":"明星科技股","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","2NVD.UK":"2X NVIDIA ETP","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1231704.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2495664813","content_text":"12月31日，在英伟达股价一路走高的路上，市场也对该公司的强劲表现提出了部分质疑，有财经分析师称从技术分析层面上英伟达或在不久的将来面临大幅下跌。分析师认为，该公司还面临着来自周期性半导体需求、潜在的特朗普关税和未来竞争的重大经营风险，尤其是来自Alphabet公司新推出的具有人工智能含义的Willow量子芯片。财经分析师Paul Franke近日发布了一篇关于英伟达的分析文章，他曾在7月的一篇英伟达文章里讨论了易动指数(Ease-of-Movement)跌至创纪录低点的走势。他表示，由于有限的成交量能够大幅压低价格，这是一个看涨的投资者撤回订单的信号。自那以后，该股股价又上涨了25%，对股东来说，一切似乎都很好，他们认为这只股票不是风险资产，而是一条通往财富(人工智能泡沫狂热)的单行道。因此，如果在过去几年里刚接触这只股票，投资者可能不明白半导体行业需求非常具有周期性，即使是很小的经济变化也会影响企业的资本支出决策(英伟达的客户)。而且，由于竞争激烈的技术商业模式，像英伟达这样的芯片制造商确实一直面临着推出新产品以攻占市场份额。管理层控制之外的宏观经济变化可能会严重拖累英伟达未来几个季度的业务。市场将担忧候任总统特朗普可能会对海外制造的芯片(几乎所有英伟达销售的芯片)征收关税，以及其他政策变化对2025年剩余时间内企业/消费者信心的影响。在竞争方面，几周前Alphabet发布的Willow量子芯片引起了人们的严重担忧。不仅博通(AVGO.US)、亚马逊(AMZN.US)、AMD(AMD.US)等科技巨头正在开发自己的人工智能芯片，而且在一两年的时间里，Willow的产品很容易取代对最畅销(而且利润丰厚)的英伟达产品的需求。这将彻底颠覆在2023- 2024年期间拥有中央处理硬件领先的人工智能开发商的极端乐观观点。而且，如果谷歌在Willow芯片的科学成就被证明是准确的，它可能是过去50年来人类最伟大的发明之一。就其对人类技术发展的影响而言，Willow算力的贡献可能堪比电动汽车或智能手机的发明。Paul Franke认为，明年买入英伟达的基本面增长理由将很快消失，因而将目光投向了图表形态，自秋季以来它缺乏任何动能。他还表示，尤其悲观的是，2024年下半年的股价趋势看起来与2018年几乎相同，当年年底股价暴跌约60%。Franke对该股的分析重点放在图表模式与2018年的相似之处，称对这只高飞股票的投资者来说，历史通常是重复的，并担忧英伟达的下跌幅度远远超过华尔街传统观点的预期。他对英伟达在周期性和竞争激烈的计算机芯片行业永葆优势表示悲观，并维持对英伟达未来12个月展望的强烈卖出评级。动量交易模式接近枯竭Franke绘制的英伟达12个月的每日交易图表如下。值得注意的是，目前每股137美元的价格实际上低于6个月前6月每股144美元的高点。价格也跌破了12月重要的50日移动均线，而距离200日移动均线也不远。自11月初以来，20天财金(Chaikin)资金流指数(一种回顾过去一个月交易积累趋势的公式)一直在持平至下降。这是全年购买兴趣最弱的趋势。另一个问题是，自5月下旬以来，平衡交易量(On Balance Volume)一直持平(根据收盘价的高低，加上或减去每日交易量总数)。通常，股价大幅上涨是由强劲的OBV变动支撑的。最后，或许也是最重要的一点，28天平均方向线的计算表明，完全缺乏价格变化的信念。这一波动性指标回顾了六周的交易数据，突显出明显缺乏买入兴趣。2018今天的价格和势头序列与截至2018年10月前的12个月惊人地相似。下图为这一周期，具有相同的动量指标和基本图表参数。英伟达似乎又回到了2018年10月第二周的位置，当时该股开启面向12月暴跌60%的趋势。唯一真正的区别是，与2018年的经历相比，目前的格局可能更加疲惫，动力更弱。今天的CMF和ADX读数甚至低于六年前，而OBV模式几乎是镜像。对于英伟达的股东来说，2024年12月的坏消息是，对于潜在的情绪逆转，人工智能的兴奋程度将更为极端，估值过高的问题也是如此。这两种情况都可能意味着，在不久的将来，交易量和失衡与买入订单流量的关系可能会比2018年底严重得多。股价或下跌50%-60%Franke称，无论全球竞争水平或经济活动如何，到2025年，英伟达盈利增长率和利润率几乎肯定会下降，而与去年相比，今年出现了小幅下滑。上述推断纯粹是基于大数定律(一种数学概念，认为规模大量增加必然会减缓公司增长速度)。随着该股市值达到惊人的3.4万亿美元，在人类历史上，没有任何其他“周期性”商业模式的名义价值比这更高。在“相对”规模上超过英伟达占美国GDP11%比重的公司只有1911年政府强制拆分之前的标准石油公司(Standard Oil)。Franke认为，未来几年，预计英伟达销售额和每股收益的增长率将显著放缓。华尔街分析师的普遍看法包括，宏观经济预测不错，对英伟达产品征收的关税有限，人工智能芯片竞争对手对业绩的拖累依然微弱。不过，如果这些因素中的任何一个或全部发生变化，那么与实际运营结果相比，华尔街的预测数字将被显著夸大。此外，Seeking Alpha的量化排名系统继续将英伟达的估值评为“F”分，唯一的积极数据点是对持续强劲盈利增长的预期。如果这一基本面数据动摇，2025-26年期间，股价或将面临巨大跌幅。另一个令多头担忧的问题是，过去一年里，内部人士卖出与买入的比率为20:1，而在最近三个月里，这一比率迅速升至60:1，其中包括高层管理人员和首席执行官黄仁勋(Jensen Huang)的减持。在这个阶段有什么好的方面?Franke认为，要想让英伟达的股价在短期内突破每股150美元，需要达到英伟达的人工智能芯片主导地位保持不变、美国股市在2025年的头几个月再次整体上涨、美国经济不会受到特朗普/共和党政府破坏性政策变化的影响，以及该公司在亚洲/台湾以外的供应链保持稳定。在完全忽略12月下旬耗尽的图表动量结构的同时，上述假设或许意味着很多。因而，Franke重申其观点，繁荣将转向萧条，尤其是在周期性的半导体行业，并继续将英伟达股票12个月展望的评级定为强力卖出。他称，如果上述看涨变量中有一个很快出现问题，就无法排除股价下跌50%至60%的可能性。","news_type":1},"isVote":1,"tweetType":1,"viewCount":813,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387528782655896,"gmtCreate":1735642211593,"gmtModify":1735642213728,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"这跟恒大有什么区别？恒大的今天就是它的明天，或早或晚而已。","listText":"这跟恒大有什么区别？恒大的今天就是它的明天，或早或晚而已。","text":"这跟恒大有什么区别？恒大的今天就是它的明天，或早或晚而已。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387528782655896","repostId":"1177081748","repostType":4,"repost":{"id":"1177081748","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":1735627500,"share":"https://www.laohu8.com/m/news/1177081748?lang=&edition=full","pubTime":"2024-12-31 14:45","market":"us","language":"zh","title":"比特币巨鲸减速！MicroStrategy购买量骤降，股价大跌引市场热议","url":"https://stock-news.laohu8.com/highlight/detail?id=1177081748","media":"老虎资讯综合","summary":"MicroStrategy周一早些时候公布的每周比特币购买量与前一周相比再次下降。周一，MicroStrategy股价大跌逾8%至302.96美元。全球最大的比特币持有者MicroStrategy的股票与比特币价格密切相关。MicroStrategy在上周提交的证券文件中称，该公司购买了价值5.61亿美元的比特币，低于前一周的15亿美元。MicroStrategy尚未立即回应置评请求。MicroStrategy的市值上涨幅度足以使其在本月初被纳入纳斯达克100指数。","content":"<html><head></head><body><blockquote><p>该公司在12月23日至周日期间购买了价值2.09亿美元的比特币。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b44e4460b53f75f49e4baa4f14e657c\" title=\"\" tg-width=\"548\" tg-height=\"365\"/></p><p>MicroStrategy周一早些时候公布的每周比特币购买量与前一周相比再次下降。</p><p>据一份证券备案文件显示，该公司在12月23日至周日期间购买了价值2.09亿美元的比特币，平均价格为每枚比特币97,837美 。该公司目前持有的比特币总数为446,400枚，按周一每枚92,678美元的价格计算，价值约为414亿美元。</p><p>周一，MicroStrategy股价大跌逾8%至302.96美元。全球最大的比特币持有者MicroStrategy的股票与比特币价格密切相关。根据CoinDesk的数据，比特币价格在过去一周下跌了约 2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c0af1e62efe0c87520248e77d6f79747\" title=\"\" tg-width=\"600\" tg-height=\"800\"/></p><p>MicroStrategy经营着一家软件公司，但它更出名的身份是比特币投资者。据Benchmark分析师马克·帕尔默称，周一提交的文件标志着该公司连续第八周报告发行证券并使用收益购买更多比特币。</p><p>MicroStrategy在上周提交的证券文件中称，该公司购买了价值5.61亿美元的比特币，低于前一周的15亿美元。12月9日，该公司表示，当周购买量为21亿美元。</p><p>目前尚不清楚是什么原因导致每周购买量下降。可能是因为在比特币价格处于历史高位的情况下，为持续购买比特币提供资金变得越来越困难。第二种可能性可能是投资者更担心的问题，即鉴于比特币价格今年已上涨一倍以上，MicroStrategy对加密货币的看涨情绪正在减弱。</p><p>MicroStrategy尚未立即回应置评请求。</p><p>尽管购买规模较小，但TD Cowen分析师Lance Vitanza表示，MicroStrategy似乎准备扩大其比特币资金业务。他预测，从中长期来看，该股将继续超过比特币的涨幅，评级为买入，目标价为550美元。</p><p>今年以来，该公司股价上涨近400%，主要是因为市场预期即将上任的特朗普政府将对加密货币行业给予优惠待遇。MicroStrategy的市值上涨幅度足以使其在本月初被纳入纳斯达克100指数。</p><p>比特币今年以来已上涨约108%。</p><p><em>本文编译自 BARRON’S 《MicroStrategy Is Buying Less and Less Bitcoin. The Stock Is Down.》</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>比特币巨鲸减速！MicroStrategy购买量骤降，股价大跌引市场热议</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比特币巨鲸减速！MicroStrategy购买量骤降，股价大跌引市场热议\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-12-31 14:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>该公司在12月23日至周日期间购买了价值2.09亿美元的比特币。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b44e4460b53f75f49e4baa4f14e657c\" title=\"\" tg-width=\"548\" tg-height=\"365\"/></p><p>MicroStrategy周一早些时候公布的每周比特币购买量与前一周相比再次下降。</p><p>据一份证券备案文件显示，该公司在12月23日至周日期间购买了价值2.09亿美元的比特币，平均价格为每枚比特币97,837美 。该公司目前持有的比特币总数为446,400枚，按周一每枚92,678美元的价格计算，价值约为414亿美元。</p><p>周一，MicroStrategy股价大跌逾8%至302.96美元。全球最大的比特币持有者MicroStrategy的股票与比特币价格密切相关。根据CoinDesk的数据，比特币价格在过去一周下跌了约 2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c0af1e62efe0c87520248e77d6f79747\" title=\"\" tg-width=\"600\" tg-height=\"800\"/></p><p>MicroStrategy经营着一家软件公司，但它更出名的身份是比特币投资者。据Benchmark分析师马克·帕尔默称，周一提交的文件标志着该公司连续第八周报告发行证券并使用收益购买更多比特币。</p><p>MicroStrategy在上周提交的证券文件中称，该公司购买了价值5.61亿美元的比特币，低于前一周的15亿美元。12月9日，该公司表示，当周购买量为21亿美元。</p><p>目前尚不清楚是什么原因导致每周购买量下降。可能是因为在比特币价格处于历史高位的情况下，为持续购买比特币提供资金变得越来越困难。第二种可能性可能是投资者更担心的问题，即鉴于比特币价格今年已上涨一倍以上，MicroStrategy对加密货币的看涨情绪正在减弱。</p><p>MicroStrategy尚未立即回应置评请求。</p><p>尽管购买规模较小，但TD Cowen分析师Lance Vitanza表示，MicroStrategy似乎准备扩大其比特币资金业务。他预测，从中长期来看，该股将继续超过比特币的涨幅，评级为买入，目标价为550美元。</p><p>今年以来，该公司股价上涨近400%，主要是因为市场预期即将上任的特朗普政府将对加密货币行业给予优惠待遇。MicroStrategy的市值上涨幅度足以使其在本月初被纳入纳斯达克100指数。</p><p>比特币今年以来已上涨约108%。</p><p><em>本文编译自 BARRON’S 《MicroStrategy Is Buying Less and Less Bitcoin. The Stock Is Down.》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3b44e4460b53f75f49e4baa4f14e657c","relate_stocks":{"MSTR":"Strategy"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177081748","content_text":"该公司在12月23日至周日期间购买了价值2.09亿美元的比特币。MicroStrategy周一早些时候公布的每周比特币购买量与前一周相比再次下降。据一份证券备案文件显示，该公司在12月23日至周日期间购买了价值2.09亿美元的比特币，平均价格为每枚比特币97,837美 。该公司目前持有的比特币总数为446,400枚，按周一每枚92,678美元的价格计算，价值约为414亿美元。周一，MicroStrategy股价大跌逾8%至302.96美元。全球最大的比特币持有者MicroStrategy的股票与比特币价格密切相关。根据CoinDesk的数据，比特币价格在过去一周下跌了约 2%。MicroStrategy经营着一家软件公司，但它更出名的身份是比特币投资者。据Benchmark分析师马克·帕尔默称，周一提交的文件标志着该公司连续第八周报告发行证券并使用收益购买更多比特币。MicroStrategy在上周提交的证券文件中称，该公司购买了价值5.61亿美元的比特币，低于前一周的15亿美元。12月9日，该公司表示，当周购买量为21亿美元。目前尚不清楚是什么原因导致每周购买量下降。可能是因为在比特币价格处于历史高位的情况下，为持续购买比特币提供资金变得越来越困难。第二种可能性可能是投资者更担心的问题，即鉴于比特币价格今年已上涨一倍以上，MicroStrategy对加密货币的看涨情绪正在减弱。MicroStrategy尚未立即回应置评请求。尽管购买规模较小，但TD Cowen分析师Lance Vitanza表示，MicroStrategy似乎准备扩大其比特币资金业务。他预测，从中长期来看，该股将继续超过比特币的涨幅，评级为买入，目标价为550美元。今年以来，该公司股价上涨近400%，主要是因为市场预期即将上任的特朗普政府将对加密货币行业给予优惠待遇。MicroStrategy的市值上涨幅度足以使其在本月初被纳入纳斯达克100指数。比特币今年以来已上涨约108%。本文编译自 BARRON’S 《MicroStrategy Is Buying Less and Less Bitcoin. The Stock Is Down.》","news_type":1},"isVote":1,"tweetType":1,"viewCount":1272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368357139067184,"gmtCreate":1730952892819,"gmtModify":1730952894966,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"财务造假的公司千万别抄底，会被罚的倾家荡产，退市是必然。参考瑞幸。","listText":"财务造假的公司千万别抄底，会被罚的倾家荡产，退市是必然。参考瑞幸。","text":"财务造假的公司千万别抄底，会被罚的倾家荡产，退市是必然。参考瑞幸。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368357139067184","repostId":"368142350045544","repostType":1,"repost":{"id":368142350045544,"gmtCreate":1730919072081,"gmtModify":1730919076930,"author":{"id":"4138511769986222","authorId":"4138511769986222","name":"2947780e","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4138511769986222","authorIdStr":"4138511769986222"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; 现在买空超微的空间还大吗？基本上已经是2023年AI爆发以来的最低点，再跌能跌回十几块？","listText":"<a href=\"https://ttm.financial/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; 现在买空超微的空间还大吗？基本上已经是2023年AI爆发以来的最低点，再跌能跌回十几块？","text":"$超微电脑(SMCI)$ 现在买空超微的空间还大吗？基本上已经是2023年AI爆发以来的最低点，再跌能跌回十几块？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368142350045544","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":366990611402832,"gmtCreate":1730623538837,"gmtModify":1730623541810,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"谷歌现在是各种鬼故事。诉讼、open ai搜索竞争、meta 亚马逊广告竞争。","listText":"谷歌现在是各种鬼故事。诉讼、open ai搜索竞争、meta 亚马逊广告竞争。","text":"谷歌现在是各种鬼故事。诉讼、open ai搜索竞争、meta 亚马逊广告竞争。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366990611402832","isVote":1,"tweetType":1,"viewCount":1363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":366180108288136,"gmtCreate":1730425579819,"gmtModify":1730425581678,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"诈骗只有0次和很多次。","listText":"诈骗只有0次和很多次。","text":"诈骗只有0次和很多次。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366180108288136","repostId":"2479208502","repostType":2,"repost":{"id":"2479208502","kind":"highlight","pubTimestamp":1730286414,"share":"https://www.laohu8.com/m/news/2479208502?lang=&edition=full","pubTime":"2024-10-30 19:06","market":"us","language":"zh","title":"瑞幸咖啡三季度营收101.8亿元，经调净利润14亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2479208502","media":"新浪科技","summary":"第三季度净新开门店1382家，环比增长6.9%。","content":"<html><head></head><body><p>10月30日周三，瑞幸咖啡在粉单市场高开高走，截至发稿涨幅超7%。瑞幸咖啡三季度总净营收为101.808亿元，与2023年同期相比增长41.4%。净利润为13.026亿元，而2023年第三季度净利润为9.880亿元。不按美国通用会计准则，净利润为14.008亿元，而2023年第三季度净利润为11.440亿元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b73e86c4baab433af363e3243b16a22\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>第三季度运营业绩：</strong></p><p>第三季度净新开门店1382家，环比增长6.9%。截至第三季度末，门店数量为21343家，其中包括13936家自营门店和7407家联营门店。</p><p>第三季度平均每月交易客户为7980万，较2023年同期的5850万增长36.5%。</p><p>自营门店营收为75.014亿元（约合10.699亿美元），与2023年同期的51.410亿元相比增长45.9%。</p><p>联营店营收为23.413亿元（约合3.339亿美元），与2023年同期的18.408亿元相比增长27.2%。</p><p><strong>进军美国市场？</strong></p><p>另据英国金融时报，瑞幸咖啡计划最早明年进军美国市场，希望以低价饮品压制<a href=\"https://laohu8.com/S/SBUX\">星巴克</a>等竞争对手。</p></body></html>","source":"sina_us","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>瑞幸咖啡三季度营收101.8亿元，经调净利润14亿元</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瑞幸咖啡三季度营收101.8亿元，经调净利润14亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-30 19:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/2024-10-30/doc-incuitnx3515689.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月30日周三，瑞幸咖啡在粉单市场高开高走，截至发稿涨幅超7%。瑞幸咖啡三季度总净营收为101.808亿元，与2023年同期相比增长41.4%。净利润为13.026亿元，而2023年第三季度净利润为9.880亿元。不按美国通用会计准则，净利润为14.008亿元，而2023年第三季度净利润为11.440亿元。第三季度运营业绩：第三季度净新开门店1382家，环比增长6.9%。截至第三季度末，门店数量...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2024-10-30/doc-incuitnx3515689.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9936df727e8f69a74ead035eb4f32104","relate_stocks":{"LKNCY":"瑞幸咖啡"},"source_url":"https://finance.sina.com.cn/tech/2024-10-30/doc-incuitnx3515689.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2479208502","content_text":"10月30日周三，瑞幸咖啡在粉单市场高开高走，截至发稿涨幅超7%。瑞幸咖啡三季度总净营收为101.808亿元，与2023年同期相比增长41.4%。净利润为13.026亿元，而2023年第三季度净利润为9.880亿元。不按美国通用会计准则，净利润为14.008亿元，而2023年第三季度净利润为11.440亿元。第三季度运营业绩：第三季度净新开门店1382家，环比增长6.9%。截至第三季度末，门店数量为21343家，其中包括13936家自营门店和7407家联营门店。第三季度平均每月交易客户为7980万，较2023年同期的5850万增长36.5%。自营门店营收为75.014亿元（约合10.699亿美元），与2023年同期的51.410亿元相比增长45.9%。联营店营收为23.413亿元（约合3.339亿美元），与2023年同期的18.408亿元相比增长27.2%。进军美国市场？另据英国金融时报，瑞幸咖啡计划最早明年进军美国市场，希望以低价饮品压制星巴克等竞争对手。","news_type":1},"isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":294692251873536,"gmtCreate":1712959436969,"gmtModify":1712959438867,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a> 本周五期权链出现 coinbase&nbsp; 250和270两个价位的大单买入看涨期权，4月19日到期，成交量分别都是1万手以上，代表下周coin强烈看涨到270以上！下周一我要大手笔买入了，跟不跟看各位！","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a> 本周五期权链出现 coinbase&nbsp; 250和270两个价位的大单买入看涨期权，4月19日到期，成交量分别都是1万手以上，代表下周coin强烈看涨到270以上！下周一我要大手笔买入了，跟不跟看各位！","text":"$Coinbase Global, Inc.(COIN)$ 本周五期权链出现 coinbase 250和270两个价位的大单买入看涨期权，4月19日到期，成交量分别都是1万手以上，代表下周coin强烈看涨到270以上！下周一我要大手笔买入了，跟不跟看各位！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/294692251873536","isVote":1,"tweetType":1,"viewCount":3125,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3547151250655817","authorId":"3547151250655817","name":"巴韭隆","avatar":"https://static.tigerbbs.com/9df56ae4df226af9682b048b9dd74b15","crmLevel":8,"crmLevelSwitch":1,"idStr":"3547151250655817","authorIdStr":"3547151250655817"},"content":"怎么样了兄弟，没真梭吧？","text":"怎么样了兄弟，没真梭吧？","html":"怎么样了兄弟，没真梭吧？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":366180108288136,"gmtCreate":1730425579819,"gmtModify":1730425581678,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"诈骗只有0次和很多次。","listText":"诈骗只有0次和很多次。","text":"诈骗只有0次和很多次。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366180108288136","repostId":"2479208502","repostType":2,"repost":{"id":"2479208502","kind":"highlight","pubTimestamp":1730286414,"share":"https://www.laohu8.com/m/news/2479208502?lang=&edition=full","pubTime":"2024-10-30 19:06","market":"us","language":"zh","title":"瑞幸咖啡三季度营收101.8亿元，经调净利润14亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2479208502","media":"新浪科技","summary":"第三季度净新开门店1382家，环比增长6.9%。","content":"<html><head></head><body><p>10月30日周三，瑞幸咖啡在粉单市场高开高走，截至发稿涨幅超7%。瑞幸咖啡三季度总净营收为101.808亿元，与2023年同期相比增长41.4%。净利润为13.026亿元，而2023年第三季度净利润为9.880亿元。不按美国通用会计准则，净利润为14.008亿元，而2023年第三季度净利润为11.440亿元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b73e86c4baab433af363e3243b16a22\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>第三季度运营业绩：</strong></p><p>第三季度净新开门店1382家，环比增长6.9%。截至第三季度末，门店数量为21343家，其中包括13936家自营门店和7407家联营门店。</p><p>第三季度平均每月交易客户为7980万，较2023年同期的5850万增长36.5%。</p><p>自营门店营收为75.014亿元（约合10.699亿美元），与2023年同期的51.410亿元相比增长45.9%。</p><p>联营店营收为23.413亿元（约合3.339亿美元），与2023年同期的18.408亿元相比增长27.2%。</p><p><strong>进军美国市场？</strong></p><p>另据英国金融时报，瑞幸咖啡计划最早明年进军美国市场，希望以低价饮品压制<a href=\"https://laohu8.com/S/SBUX\">星巴克</a>等竞争对手。</p></body></html>","source":"sina_us","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>瑞幸咖啡三季度营收101.8亿元，经调净利润14亿元</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瑞幸咖啡三季度营收101.8亿元，经调净利润14亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-30 19:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/2024-10-30/doc-incuitnx3515689.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月30日周三，瑞幸咖啡在粉单市场高开高走，截至发稿涨幅超7%。瑞幸咖啡三季度总净营收为101.808亿元，与2023年同期相比增长41.4%。净利润为13.026亿元，而2023年第三季度净利润为9.880亿元。不按美国通用会计准则，净利润为14.008亿元，而2023年第三季度净利润为11.440亿元。第三季度运营业绩：第三季度净新开门店1382家，环比增长6.9%。截至第三季度末，门店数量...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2024-10-30/doc-incuitnx3515689.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9936df727e8f69a74ead035eb4f32104","relate_stocks":{"LKNCY":"瑞幸咖啡"},"source_url":"https://finance.sina.com.cn/tech/2024-10-30/doc-incuitnx3515689.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2479208502","content_text":"10月30日周三，瑞幸咖啡在粉单市场高开高走，截至发稿涨幅超7%。瑞幸咖啡三季度总净营收为101.808亿元，与2023年同期相比增长41.4%。净利润为13.026亿元，而2023年第三季度净利润为9.880亿元。不按美国通用会计准则，净利润为14.008亿元，而2023年第三季度净利润为11.440亿元。第三季度运营业绩：第三季度净新开门店1382家，环比增长6.9%。截至第三季度末，门店数量为21343家，其中包括13936家自营门店和7407家联营门店。第三季度平均每月交易客户为7980万，较2023年同期的5850万增长36.5%。自营门店营收为75.014亿元（约合10.699亿美元），与2023年同期的51.410亿元相比增长45.9%。联营店营收为23.413亿元（约合3.339亿美元），与2023年同期的18.408亿元相比增长27.2%。进军美国市场？另据英国金融时报，瑞幸咖啡计划最早明年进军美国市场，希望以低价饮品压制星巴克等竞争对手。","news_type":1},"isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":292394420576304,"gmtCreate":1712411293059,"gmtModify":1712422848180,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a><v-v data-views=\"0\"></v-v> 本周期权链出现coinbase sell call 257.5 1万多手的卖出看涨期权大单，下周五4.12到期。预计coin股价下周周五结束时不会超过257.5，建议持有正股的朋友可以卖出等量 257.5的备对看涨期权。","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a><v-v data-views=\"0\"></v-v> 本周期权链出现coinbase sell call 257.5 1万多手的卖出看涨期权大单，下周五4.12到期。预计coin股价下周周五结束时不会超过257.5，建议持有正股的朋友可以卖出等量 257.5的备对看涨期权。","text":"$Coinbase Global, Inc.(COIN)$ 本周期权链出现coinbase sell call 257.5 1万多手的卖出看涨期权大单，下周五4.12到期。预计coin股价下周周五结束时不会超过257.5，建议持有正股的朋友可以卖出等量 257.5的备对看涨期权。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/292394420576304","isVote":1,"tweetType":1,"viewCount":4215,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3547151250655817","authorId":"3547151250655817","name":"巴韭隆","avatar":"https://static.tigerbbs.com/9df56ae4df226af9682b048b9dd74b15","crmLevel":8,"crmLevelSwitch":1,"idStr":"3547151250655817","authorIdStr":"3547151250655817"},"content":"好，高他一点，跟一单","text":"好，高他一点，跟一单","html":"好，高他一点，跟一单"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":664855252,"gmtCreate":1667960661576,"gmtModify":1667960662622,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>马斯克这个大空头，又卖股票！我就说这几天特斯拉怎么回事一直跌！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>马斯克这个大空头，又卖股票！我就说这几天特斯拉怎么回事一直跌！","text":"$特斯拉(TSLA)$马斯克这个大空头，又卖股票！我就说这几天特斯拉怎么回事一直跌！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/664855252","isVote":1,"tweetType":1,"viewCount":10829,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472098980994884","authorId":"3472098980994884","name":"拒绝游泳的鱼","avatar":"https://static.tigerbbs.com/52fff20daaba255185a5f3bd46574b0f","crmLevel":3,"crmLevelSwitch":1,"idStr":"3472098980994884","authorIdStr":"3472098980994884"},"content":"买推特前几天感觉就要卖股票，当时做空给**了，当时居然不卖，居然过后来卖","text":"买推特前几天感觉就要卖股票，当时做空给**了，当时居然不卖，居然过后来卖","html":"买推特前几天感觉就要卖股票，当时做空给**了，当时居然不卖，居然过后来卖"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314032031904016,"gmtCreate":1717688339528,"gmtModify":1717759878700,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a><v-v data-views=\"0\"></v-v> 之前卖的250的covered call 6月14号到期，没想到这么快就到了。你都不带调整的吗[笑哭]&nbsp;？&nbsp;","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a><v-v data-views=\"0\"></v-v> 之前卖的250的covered call 6月14号到期，没想到这么快就到了。你都不带调整的吗[笑哭]&nbsp;？&nbsp;","text":"$Coinbase Global, Inc.(COIN)$ 之前卖的250的covered call 6月14号到期，没想到这么快就到了。你都不带调整的吗[笑哭] ？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/314032031904016","isVote":1,"tweetType":1,"viewCount":8074,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3473593897137856","authorId":"3473593897137856","name":"走向大叔的日子","avatar":"https://static.tigerbbs.com/5b2309c2cf2620c5e291b99cbe5a966f","crmLevel":4,"crmLevelSwitch":1,"idStr":"3473593897137856","authorIdStr":"3473593897137856"},"content":"昨天不是跌了 不要遗憾","text":"昨天不是跌了 不要遗憾","html":"昨天不是跌了 不要遗憾"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396593579847952,"gmtCreate":1737847070231,"gmtModify":1737847072273,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"特斯拉这种股票我是不会买的，波动太大，持股体验极差。","listText":"特斯拉这种股票我是不会买的，波动太大，持股体验极差。","text":"特斯拉这种股票我是不会买的，波动太大，持股体验极差。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/396593579847952","repostId":"2506884998","repostType":2,"repost":{"id":"2506884998","kind":"news","pubTimestamp":1737786255,"share":"https://www.laohu8.com/m/news/2506884998?lang=&edition=full","pubTime":"2025-01-25 14:24","market":"hk","language":"zh","title":"马斯克：特斯拉将以很大优势击败英伟达成为全球市值第一，不靠卖车","url":"https://stock-news.laohu8.com/highlight/detail?id=2506884998","media":"快科技","summary":"快科技1月25日消息，近日，马斯克回应了一篇有关全球最有价值公司排名的帖子，他直言，特斯拉很有可能以“很大优势”成为全球市值No1。截至目前，NVIDIA以3.49万亿美元的市值排名全球第一，苹果紧随其后，市值为3.35万亿美元。相比之下，特斯拉市值为1.31万亿美元，还有较大差距。特斯拉的股价今年迄今位置上涨了8.7%。马斯克认为，从长远来看，汽车将成为其公司叙事的次要驱动力，他预计特斯拉的Optimus人形机器人将发挥更大的作用。","content":"<html><head></head><body><p>快科技1月25日消息，近日，马斯克回应了一篇有关全球最有价值公司排名的帖子，他直言，<strong><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>很有可能以“很大优势”成为全球市值No1。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8eae0fe01c553d9077d511ce38f82de3\" tg-width=\"600\" tg-height=\"157\"/></p><p>截至目前，<strong>NVIDIA以3.49万亿美元的市值排名全球第一，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>紧随其后，市值为3.35万亿美元</strong>。</p><p><strong>相比之下，特斯拉市值为1.31万亿美元，还有较大差距。</strong></p><p>特斯拉的股价在过去12个月上涨了98%，其中大部分涨幅是在2024年11月特朗普大选之后获得的。</p><p>特斯拉的股价今年迄今位置上涨了8.7%。<strong>马斯克认为，从长远来看，汽车将成为其公司叙事的次要驱动力，他预计特斯拉的Optimus人形机器人将发挥更大的作用</strong>。</p><p>Cathie Wood的Ark Investment认为，人形机器人代表着24 万亿美元的市场机会。</p><p><a href=\"https://laohu8.com/S/DB\">德意志银行</a>在2024年的一份分析师报告中对特斯拉的潜在人形机器人收入进行了建模。<strong>报告估计，到2035年，特斯拉每年将从其Optimus机器人上赚取100亿美元。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6157799513e21e6c2147f2eb4339b757\" tg-width=\"508\" tg-height=\"387\"/></p></body></html>","source":"fenghuang_stock","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：特斯拉将以很大优势击败英伟达成为全球市值第一，不靠卖车</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马斯克：特斯拉将以很大优势击败英伟达成为全球市值第一，不靠卖车\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-25 14:24 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8gQWW4vpcNx><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技1月25日消息，近日，马斯克回应了一篇有关全球最有价值公司排名的帖子，他直言，特斯拉很有可能以“很大优势”成为全球市值No1。截至目前，NVIDIA以3.49万亿美元的市值排名全球第一，苹果紧随其后，市值为3.35万亿美元。相比之下，特斯拉市值为1.31万亿美元，还有较大差距。特斯拉的股价在过去12个月上涨了98%，其中大部分涨幅是在2024年11月特朗普大选之后获得的。特斯拉的股价今年迄今...</p>\n\n<a href=\"https://tech.ifeng.com/c/8gQWW4vpcNx\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6157799513e21e6c2147f2eb4339b757","relate_stocks":{"LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","NVDA":"英伟达","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","TSLA":"特斯拉","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","NVD2.UK":"2X NVIDIA ETP","3NVD.UK":"LS 3X NVIDIA","NVD3.UK":"LS 3X NVIDIA","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1548497426.USD":"安联环球人工智能AT Acc","LU0080751232.USD":"富达环球多元动力基金A","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU1923622291.USD":"Natixis Thematics Safety R/A USD","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","NVD":"GraniteShares 2x Short NVDA Daily ETF","NVDD":"Direxion Daily NVDA Bear 1X Shares","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","SNVD.UK":"LS -1X NVIDIA","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","TSYW.SI":"TESLA 3xLongSG261006","NVIW.SI":"NVDA 3xLongSG261006","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","2NVD.UK":"2X NVIDIA ETP","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","NVDS":"Tradr 1.5X Short NVDA Daily ETF","NVDS.UK":"LS -1X NVIDIA","NVDU":"Direxion Daily NVDA Bull 2X Shares","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1"},"source_url":"https://tech.ifeng.com/c/8gQWW4vpcNx","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2506884998","content_text":"快科技1月25日消息，近日，马斯克回应了一篇有关全球最有价值公司排名的帖子，他直言，特斯拉很有可能以“很大优势”成为全球市值No1。截至目前，NVIDIA以3.49万亿美元的市值排名全球第一，苹果紧随其后，市值为3.35万亿美元。相比之下，特斯拉市值为1.31万亿美元，还有较大差距。特斯拉的股价在过去12个月上涨了98%，其中大部分涨幅是在2024年11月特朗普大选之后获得的。特斯拉的股价今年迄今位置上涨了8.7%。马斯克认为，从长远来看，汽车将成为其公司叙事的次要驱动力，他预计特斯拉的Optimus人形机器人将发挥更大的作用。Cathie Wood的Ark Investment认为，人形机器人代表着24 万亿美元的市场机会。德意志银行在2024年的一份分析师报告中对特斯拉的潜在人形机器人收入进行了建模。报告估计，到2035年，特斯拉每年将从其Optimus机器人上赚取100亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1196,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558558561596849","authorId":"3558558561596849","name":"江南空气","avatar":"https://static.tigerbbs.com/9b8dfe0f5009f4743f04a843b72700f0","crmLevel":9,"crmLevelSwitch":0,"idStr":"3558558561596849","authorIdStr":"3558558561596849"},"content":"怎么会体验差，就跟过山车一样，老刺激了[开心]","text":"怎么会体验差，就跟过山车一样，老刺激了[开心]","html":"怎么会体验差，就跟过山车一样，老刺激了[开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353006551552112,"gmtCreate":1727192102719,"gmtModify":1727192104189,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 啥情况，突然拉升？而且纳斯达克大盘没动的情况下。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 啥情况，突然拉升？而且纳斯达克大盘没动的情况下。","text":"$英伟达(NVDA)$ 啥情况，突然拉升？而且纳斯达克大盘没动的情况下。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/353006551552112","isVote":1,"tweetType":1,"viewCount":3225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":666402409,"gmtCreate":1665792207601,"gmtModify":1665792208680,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>有谁知道特斯拉是不是需求侧出了问题？没有足够订单了？[呆住]&nbsp;，为什么第三季度交付量和生产量之间差了2w辆？","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>有谁知道特斯拉是不是需求侧出了问题？没有足够订单了？[呆住]&nbsp;，为什么第三季度交付量和生产量之间差了2w辆？","text":"$特斯拉(TSLA)$有谁知道特斯拉是不是需求侧出了问题？没有足够订单了？[呆住] ，为什么第三季度交付量和生产量之间差了2w辆？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666402409","isVote":1,"tweetType":1,"viewCount":3077,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3525814947090770","authorId":"3525814947090770","name":"RichRabbit","avatar":"https://static.tigerbbs.com/8c5c05230b0c8b4df3ed14962846ad37","crmLevel":1,"crmLevelSwitch":0,"idStr":"3525814947090770","authorIdStr":"3525814947090770"},"content":"交付运输来不及，在路上。","text":"交付运输来不及，在路上。","html":"交付运输来不及，在路上。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684395919,"gmtCreate":1660099361332,"gmtModify":1660099610862,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"原来马斯克才是特斯拉最大的空头","listText":"原来马斯克才是特斯拉最大的空头","text":"原来马斯克才是特斯拉最大的空头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684395919","repostId":"1152571485","repostType":2,"isVote":1,"tweetType":1,"viewCount":2218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355115910217968,"gmtCreate":1727707748383,"gmtModify":1727707750446,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"发布会和财报后大概率大跌，特斯拉前几次都是这样。","listText":"发布会和财报后大概率大跌，特斯拉前几次都是这样。","text":"发布会和财报后大概率大跌，特斯拉前几次都是这样。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/355115910217968","isVote":1,"tweetType":1,"viewCount":1971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427755258143560,"gmtCreate":1745456342025,"gmtModify":1745456344017,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"这家伙怎么跟贾跃亭一样。","listText":"这家伙怎么跟贾跃亭一样。","text":"这家伙怎么跟贾跃亭一样。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427755258143560","repostId":"1197597134","repostType":4,"repost":{"id":"1197597134","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":1745419670,"share":"https://www.laohu8.com/m/news/1197597134?lang=&edition=full","pubTime":"2025-04-23 22:47","market":"sg","language":"zh","title":"蔚来李斌在2025上海车展重申：有信心在四季度实现盈利","url":"https://stock-news.laohu8.com/highlight/detail?id=1197597134","media":"老虎资讯综合","summary":"坚决会做到这一点。","content":"<html><head></head><body><p>蔚来创始人、董事长李斌表示：2025年是蔚来的技术大年、产品大年、基建（指换电站）大年，再加上管理方面会坚决地降本提效，蔚来有信心经营情况逐季改善，实现四季度盈利。</p><p>“我们整个团队还是非常有信心的，也很笃定，我们坚决会做到这一点。”李斌说。（上证报）</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>蔚来李斌在2025上海车展重申：有信心在四季度实现盈利</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蔚来李斌在2025上海车展重申：有信心在四季度实现盈利\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-04-23 22:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>蔚来创始人、董事长李斌表示：2025年是蔚来的技术大年、产品大年、基建（指换电站）大年，再加上管理方面会坚决地降本提效，蔚来有信心经营情况逐季改善，实现四季度盈利。</p><p>“我们整个团队还是非常有信心的，也很笃定，我们坚决会做到这一点。”李斌说。（上证报）</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"09866":"蔚来-SW","NIO":"蔚来","NIO.SI":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197597134","content_text":"蔚来创始人、董事长李斌表示：2025年是蔚来的技术大年、产品大年、基建（指换电站）大年，再加上管理方面会坚决地降本提效，蔚来有信心经营情况逐季改善，实现四季度盈利。“我们整个团队还是非常有信心的，也很笃定，我们坚决会做到这一点。”李斌说。（上证报）","news_type":1},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298501333368904,"gmtCreate":1713908732215,"gmtModify":1713908733559,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>这么破的业绩也能涨？看不懂所以不做它。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>这么破的业绩也能涨？看不懂所以不做它。","text":"$特斯拉(TSLA)$ 这么破的业绩也能涨？看不懂所以不做它。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298501333368904","isVote":1,"tweetType":1,"viewCount":2095,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":208894365589576,"gmtCreate":1692023114369,"gmtModify":1692023115938,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"可拉倒吧，已经那么高了，风险很大。还不如买谷歌","listText":"可拉倒吧，已经那么高了，风险很大。还不如买谷歌","text":"可拉倒吧，已经那么高了，风险很大。还不如买谷歌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/208894365589576","repostId":"2359249833","repostType":4,"repost":{"id":"2359249833","kind":"highlight","pubTimestamp":1692022023,"share":"https://www.laohu8.com/m/news/2359249833?lang=&edition=full","pubTime":"2023-08-14 22:07","market":"us","language":"zh","title":"盘中异动 | 英伟达涨超2%，大摩：业绩公布前，英伟达大跌是买入良机","url":"https://stock-news.laohu8.com/highlight/detail?id=2359249833","media":"智通财经网","summary":"分析师约Joseph Moore表示，“我们认为，最近的抛售是一个很好的切入点，因为尽管供应受限，我们仍预计该季度业绩将大幅增长，更重要的是，未来3-4个季度将有强劲的可见性。”","content":"<html><head></head><body><p>8月14日，英伟达盘初涨超2%，大摩：业绩公布前，英伟达大跌是买入良机！</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6075cbbffb8eafb2f59cc3e3ee0e27f\" tg-width=\"560\" tg-height=\"240\"/></p><p>在<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>发布第二季度业绩之前，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>周一表示，英伟达股价最近的下跌是投资者的一个“良好切入点”。大摩对英伟达的评级为“增持”，目标价为500美元。</p><p>分析师约Joseph Moore表示，“我们认为，最近的抛售是一个很好的切入点，因为尽管供应受限，我们仍预计该季度业绩将大幅增长，更重要的是，未来3-4个季度将有强劲的可见性。”他补充称，英伟达是该公司在半导体领域的首选。</p><p>此外，Moore还指出，在向人工智能支出“大规模转变”的推动下，英伟达未来几个季度的数据中心收入可能会达到150亿美元甚至更多。</p><p>Moore补充说，“我们预计在此之后还会有持续稳定的增长，尽管目前的供应链短缺可能会在2024年下半年之前减少，因为整体行业状况供过于求，除了支持现有斜坡的狭窄专业技术。”</p><p>考虑到该公司有限的供应，Moore表示，10月份的出货量“明显受到供应的限制”，虽然预期会出现连续增长，但考虑到7月份季度出货量的“实质性”数量来自库存，主要是传统的A100设备，现在很难得到确切的位置。</p><p>Moore解释说，最近的抛售导致该公司股价在过去五个交易日下跌了9%，在过去一个月下跌了10%，这对该公司的业绩构成了“重大风险”，市场预期该公司股价将“大幅”上涨。</p><p>Moore预计下一季度营收将比预期高出5亿至10亿美元，主要来自数据中心业务。</p><p>今年5月，英伟达表示，预计第二季度营收将达到110亿美元，上下浮动2%，远高于分析师预期的71.8亿美元。</p><p>Moore补充说，展望10月份的季度，收入指导可能在125亿至130亿美元左右，高于目前120亿美元的共识。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘中异动 | 英伟达涨超2%，大摩：业绩公布前，英伟达大跌是买入良机</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盘中异动 | 英伟达涨超2%，大摩：业绩公布前，英伟达大跌是买入良机\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-14 22:07 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/975373.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月14日，英伟达盘初涨超2%，大摩：业绩公布前，英伟达大跌是买入良机！在英伟达发布第二季度业绩之前，摩根士丹利周一表示，英伟达股价最近的下跌是投资者的一个“良好切入点”。大摩对英伟达的评级为“增持”，目标价为500美元。分析师约Joseph Moore表示，“我们认为，最近的抛售是一个很好的切入点，因为尽管供应受限，我们仍预计该季度业绩将大幅增长，更重要的是，未来3-4个季度将有强劲的可见性。”...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/975373.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/92a41d20711c9fa4b2aa3cc62ea62948","relate_stocks":{"IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","NVDA":"英伟达","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","BK4141":"半导体产品","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4527":"明星科技股","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4587":"ChatGPT概念","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4581":"高盛持仓","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4588":"碎股","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","BK4567":"ESG概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4585":"ETF&股票定投概念","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4551":"寇图资本持仓","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4503":"景林资产持仓","BK4529":"IDC概念","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0082616367.USD":"摩根大通美国科技A（dist）","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0056508442.USD":"贝莱德世界科技基金A2","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4504":"桥水持仓","LU0109392836.USD":"富兰克林科技股A","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/975373.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2359249833","content_text":"8月14日，英伟达盘初涨超2%，大摩：业绩公布前，英伟达大跌是买入良机！在英伟达发布第二季度业绩之前，摩根士丹利周一表示，英伟达股价最近的下跌是投资者的一个“良好切入点”。大摩对英伟达的评级为“增持”，目标价为500美元。分析师约Joseph Moore表示，“我们认为，最近的抛售是一个很好的切入点，因为尽管供应受限，我们仍预计该季度业绩将大幅增长，更重要的是，未来3-4个季度将有强劲的可见性。”他补充称，英伟达是该公司在半导体领域的首选。此外，Moore还指出，在向人工智能支出“大规模转变”的推动下，英伟达未来几个季度的数据中心收入可能会达到150亿美元甚至更多。Moore补充说，“我们预计在此之后还会有持续稳定的增长，尽管目前的供应链短缺可能会在2024年下半年之前减少，因为整体行业状况供过于求，除了支持现有斜坡的狭窄专业技术。”考虑到该公司有限的供应，Moore表示，10月份的出货量“明显受到供应的限制”，虽然预期会出现连续增长，但考虑到7月份季度出货量的“实质性”数量来自库存，主要是传统的A100设备，现在很难得到确切的位置。Moore解释说，最近的抛售导致该公司股价在过去五个交易日下跌了9%，在过去一个月下跌了10%，这对该公司的业绩构成了“重大风险”，市场预期该公司股价将“大幅”上涨。Moore预计下一季度营收将比预期高出5亿至10亿美元，主要来自数据中心业务。今年5月，英伟达表示，预计第二季度营收将达到110亿美元，上下浮动2%，远高于分析师预期的71.8亿美元。Moore补充说，展望10月份的季度，收入指导可能在125亿至130亿美元左右，高于目前120亿美元的共识。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2073,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":428169937863152,"gmtCreate":1745554526598,"gmtModify":1745554528025,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$&nbsp;</a> 利润这么高[开心]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$&nbsp;</a> 利润这么高[开心]&nbsp;&nbsp;","text":"$谷歌A(GOOGL)$ 利润这么高[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/428169937863152","isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":423700800889256,"gmtCreate":1744461529175,"gmtModify":1744461531017,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"已经豁免了，12号刚出的。","listText":"已经豁免了，12号刚出的。","text":"已经豁免了，12号刚出的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/423700800889256","repostId":"2526605266","repostType":4,"repost":{"id":"2526605266","kind":"news","pubTimestamp":1744450470,"share":"https://www.laohu8.com/m/news/2526605266?lang=&edition=full","pubTime":"2025-04-12 17:34","market":"hk","language":"zh","title":"苹果股价连续反弹，市场在押注iPhone获得关税豁免吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2526605266","media":"华尔街见闻","summary":"“90%的投资者都相信苹果将获得关税豁免”，毕竟，苹果在特朗普1.0时期就获得过一次豁免。华尔街认为，“美国优先”政策指引下，特朗普可能不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国投资5000亿美元之后。","content":"<html><head></head><body><blockquote><p>“90%的投资者都相信苹果将获得关税豁免”，毕竟，苹果在特朗普1.0时期就获得过一次豁免。华尔街认为，“美国优先”政策指引下，特朗普可能不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国投资5000亿美元之后。</p></blockquote><p>关税豁免预期升温，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>股价反弹。</p><p>特朗普关税大棒落地后，苹果股价经历了一波暴跌，但在过去两天，意外出现了剧烈反弹。<strong>苹果股价自4月9日以来飙升了15%，市值增加4000多亿美元，本周五股价单日上涨4.1%，收于198.15美元。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b0c723c5eb7d81355b7369ebb2ca978\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>这一反弹源自华尔街分析师和投资者越来越相信苹果将获得关税豁免，这一预期已成为支撑股价的关键因素。</strong></p><p>CFRA Research分析师Angelo Zino表示，苹果获得豁免的可能性已经显著增加：</p><blockquote><p>“按目前情况，<strong>关税影响对苹果来说尤为严重，潜在增加其销售成本约500亿美元。</strong>”</p><p>“我们预计苹果会推迟将任何关税成本转嫁给消费者，直到秋季产品周期，同时如果贸易协议短期内无法实现，我们将苹果获得特殊豁免的概率从20%提高到50%。”</p></blockquote><p>Mizuho Securities交易台分析师Jordan Klein的观点更为乐观，他表示与之交谈的投资者都坚信特朗普将向苹果提供豁免：</p><blockquote><p>“90%的投资者似乎相信苹果将获得关税豁免，毕竟该公司在2018年特朗普执政期间就获得过一次豁免。”</p></blockquote><h2 id=\"id_1896526236\">美国就业与政治考量支撑豁免可能</h2><p>在当前地缘政治紧张局势下，苹果独特的地位可能成为其获得特殊待遇的关键。</p><p>分析师们指出，<strong>特朗普不会希望伤害像苹果这样的美国标志性企业，</strong>特别是在该公司承诺未来四年在美国制造业和其他国内投资上支出超过5000亿美元之后。</p><p>Jordan Klein强调：</p><blockquote><p><strong>“该公司雇佣了太多人，美国选民过度依赖iPhone，不会接受iPhone售价达到2000美元的情况。”</strong></p></blockquote><p>另一个支持苹果获得豁免的论点是，<strong>特朗普的关税政策可能反而助力了苹果的主要竞争对手——韩国的<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>。</strong>从政治角度看，这种结果显然与特朗普的“美国优先”政策相悖。</p><h2 id=\"id_2252992744\">苹果并非完全依赖豁免，已开始多管齐下应对</h2><p>尽管市场普遍看好苹果获得豁免的前景，但该公司并未将所有希望寄托于此。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Erik Woodring表示：</p><blockquote><p>“我们不认为苹果将仅仅押注于总统豁免，而且正如我们在跟踪该公司时所了解的，苹果始终保持长期思考。”</p></blockquote><p>苹果近年来一直致力于将其产业链多元化，包括将部分iPhone生产转移到印度。在90天关税缓期内，苹果可能将寻求其印度合作伙伴，以满足美国iPhone需求。</p><p>Woodring估计，为满足美国的iPhone需求，<strong>苹果需要将其印度生产能力提高一倍，尽管这可能需要更长时间才能实现。</strong></p><p>还有观点指出，另一种策略是<strong>通过提供融资计划、增加运营商补贴和提高以旧换新价值</strong>来缓解人为抬高的iPhone价格。</p><p>如果无法获得豁免，苹果可能会采取其他策略减轻关税压力。大摩分析称，苹果可能会取消低端iPhone存储模型，将需求转向利润率更高的iPhone型号。</p></body></html>","source":"wallstreetcn_hot_news","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>苹果股价连续反弹，市场在押注iPhone获得关税豁免吗？</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苹果股价连续反弹，市场在押注iPhone获得关税豁免吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-12 17:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3745086><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“90%的投资者都相信苹果将获得关税豁免”，毕竟，苹果在特朗普1.0时期就获得过一次豁免。华尔街认为，“美国优先”政策指引下，特朗普可能不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国投资5000亿美元之后。关税豁免预期升温，苹果股价反弹。特朗普关税大棒落地后，苹果股价经历了一波暴跌，但在过去两天，意外出现了剧烈反弹。苹果股价自4月9日以来飙升了15%，市值增加4000...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3745086\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9dd8e37009a141c78b4a4ede34830062","relate_stocks":{"LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4559":"巴菲特持仓","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4512":"苹果概念","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","AAPL":"苹果","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","BK4598":"佩洛西持仓","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","BK4515":"5G概念","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","BK4592":"伊斯兰概念","BK4532":"文艺复兴科技持仓","LU0109392836.USD":"富兰克林科技股A","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","BK4566":"资本集团","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC"},"source_url":"https://wallstreetcn.com/articles/3745086","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2526605266","content_text":"“90%的投资者都相信苹果将获得关税豁免”，毕竟，苹果在特朗普1.0时期就获得过一次豁免。华尔街认为，“美国优先”政策指引下，特朗普可能不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国投资5000亿美元之后。关税豁免预期升温，苹果股价反弹。特朗普关税大棒落地后，苹果股价经历了一波暴跌，但在过去两天，意外出现了剧烈反弹。苹果股价自4月9日以来飙升了15%，市值增加4000多亿美元，本周五股价单日上涨4.1%，收于198.15美元。这一反弹源自华尔街分析师和投资者越来越相信苹果将获得关税豁免，这一预期已成为支撑股价的关键因素。CFRA Research分析师Angelo Zino表示，苹果获得豁免的可能性已经显著增加：“按目前情况，关税影响对苹果来说尤为严重，潜在增加其销售成本约500亿美元。”“我们预计苹果会推迟将任何关税成本转嫁给消费者，直到秋季产品周期，同时如果贸易协议短期内无法实现，我们将苹果获得特殊豁免的概率从20%提高到50%。”Mizuho Securities交易台分析师Jordan Klein的观点更为乐观，他表示与之交谈的投资者都坚信特朗普将向苹果提供豁免：“90%的投资者似乎相信苹果将获得关税豁免，毕竟该公司在2018年特朗普执政期间就获得过一次豁免。”美国就业与政治考量支撑豁免可能在当前地缘政治紧张局势下，苹果独特的地位可能成为其获得特殊待遇的关键。分析师们指出，特朗普不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国制造业和其他国内投资上支出超过5000亿美元之后。Jordan Klein强调：“该公司雇佣了太多人，美国选民过度依赖iPhone，不会接受iPhone售价达到2000美元的情况。”另一个支持苹果获得豁免的论点是，特朗普的关税政策可能反而助力了苹果的主要竞争对手——韩国的三星电子。从政治角度看，这种结果显然与特朗普的“美国优先”政策相悖。苹果并非完全依赖豁免，已开始多管齐下应对尽管市场普遍看好苹果获得豁免的前景，但该公司并未将所有希望寄托于此。摩根士丹利分析师Erik Woodring表示：“我们不认为苹果将仅仅押注于总统豁免，而且正如我们在跟踪该公司时所了解的，苹果始终保持长期思考。”苹果近年来一直致力于将其产业链多元化，包括将部分iPhone生产转移到印度。在90天关税缓期内，苹果可能将寻求其印度合作伙伴，以满足美国iPhone需求。Woodring估计，为满足美国的iPhone需求，苹果需要将其印度生产能力提高一倍，尽管这可能需要更长时间才能实现。还有观点指出，另一种策略是通过提供融资计划、增加运营商补贴和提高以旧换新价值来缓解人为抬高的iPhone价格。如果无法获得豁免，苹果可能会采取其他策略减轻关税压力。大摩分析称，苹果可能会取消低端iPhone存储模型，将需求转向利润率更高的iPhone型号。","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":423305181122792,"gmtCreate":1744364364705,"gmtModify":1744364366636,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"现在来问题不大","listText":"现在来问题不大","text":"现在来问题不大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/423305181122792","repostId":"423264902898504","repostType":1,"repost":{"id":423264902898504,"gmtCreate":1744354653422,"gmtModify":1744361403226,"author":{"id":"74125836878304","authorId":"74125836878304","name":"空军大队长","avatar":"https://static.tigerbbs.com/491ac6b2de4e6f00b0c07853ca1c186b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"74125836878304","authorIdStr":"74125836878304"},"themes":[],"htmlText":"兄弟们，我又回来了，抄底美股， 还有多少人在做美股啊，搞电商赚了点钱，还是感觉炒股最靠谱，我又回来了 <a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>","listText":"兄弟们，我又回来了，抄底美股， 还有多少人在做美股啊，搞电商赚了点钱，还是感觉炒股最靠谱，我又回来了 <a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>","text":"兄弟们，我又回来了，抄底美股， 还有多少人在做美股啊，搞电商赚了点钱，还是感觉炒股最靠谱，我又回来了 $标普500ETF(SPY)$ $特斯拉(TSLA)$ $英伟达(NVDA)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/423264902898504","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415173164191968,"gmtCreate":1742380154685,"gmtModify":1742380156988,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"鸡派 [呆住] [冷漠]，咋不叫坤派呢 [贱笑]","listText":"鸡派 [呆住] [冷漠]，咋不叫坤派呢 [贱笑]","text":"鸡派 [呆住] [冷漠]，咋不叫坤派呢 [贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415173164191968","isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}