坐火箭指哪打哪的个人主页 - 老虎社区

坐火箭指哪打哪

坐火箭指哪打哪

薇恩

IP属地：浙江

111关注

25粉丝

2主题

0勋章

坐火箭指哪打哪

2021-05-31

$AMC院线(AMC)$很好空军们使劲散播恐惧，做空率上升，轧空才会发生

坐火箭指哪打哪

2021-06-02

$AMC院线(AMC)$41空了1w股，搏一把看看，是不是真的这么坚挺

坐火箭指哪打哪

2021-06-02

$AMC院线(AMC)$好多比我先关注amc的都不知道轧空和meme股的本质，哎。花的都是自己的辛苦钱，do more research，okay？

坐火箭指哪打哪

2021-06-30

$可口可乐(KO)$ 可口可乐都能被砸？

坐火箭指哪打哪

2021-06-02

$AMC院线(AMC)$某牛社区的氛围确实比某虎好点，可惜我看不懂粤语

坐火箭指哪打哪

2021-05-31

$AMC院线(AMC)$ 欧盘最高31.7美金，收盘30美金https://www.boerse-frankfurt.de/equity/amc-entertainment-HLDGS-A

坐火箭指哪打哪

2021-05-14

$Coinbase Global, Inc.(COIN)$ 可以抄底一波赌财报

坐火箭指哪打哪

2021-11-17

终于等到你更新

Toplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote>

坐火箭指哪打哪

2021-06-02

$AMC院线(AMC)$ 手握1亿资金你赶上40我就砸

坐火箭指哪打哪

2021-06-02

$AMC院线(AMC)$ ？？？？今天我为你们借来85w空票，你们就这点能耐？加油让多军个个爆仓

去老虎APP查看更多动态

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17:13","market":"us","language":"zh","title":"一次财报的miss并不改变趋势，Meta很可能主导下个十年","url":"https://stock-news.laohu8.com/highlight/detail?id=1199291457","media":"走马财经","summary":"下一个十年的核心将从内容分发转向内容生产，Meta很可能会是这一阶段的主导者。","content":"<html><head></head><body><p>周五，Meta开盘暴跌近15%。财报发布前，本来对Meta这份财报充满期待，纳指这轮8%左右调整期间，我在496和490两次加仓，当时已经是我的美股第一次仓位，又在财报发布前一天489加仓，没想到财报不及预期 ……</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/957c94bc88566b3274fe00ed0683aab1\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">财报发布前，华尔街分析师给的预期是：</p><blockquote><p style=\"text-align: justify;\">一季度营收预期361.6亿刀，每股净利润预期4.32刀，二季度营收预期382.2亿刀</p></blockquote><p style=\"text-align: justify;\">而我个人给的预期是：</p><blockquote><p style=\"text-align: justify;\">一季度营收预期375亿刀，每股净利润预期4.45刀，二季度预期380-410亿刀之间</p></blockquote><p style=\"text-align: justify;\">结果，财报显示，Meta一季度营收364.6亿刀，每股净利润4.71刀，二季度预期365-390亿刀区间。</p><p style=\"text-align: justify;\">营收超过了华尔街分析师预期，但没超过管理层在去年Q4财报时给的预估上限370亿刀，也远低于我个人给的预期375亿刀；每股净利润超过了华尔街分析师和我个人的预测。</p><p style=\"text-align: justify;\">但是公司表示2024年内将提高资本支出，从300-370亿刀提升到350-400亿刀，这将削弱每股净利润超预期带来的利好。</p><p style=\"text-align: justify;\">由于市场对Meta的财报高期待，所以它需要至少超出业绩指引370亿刀上限，才可能满足市场预期，而二季度的业绩指引无疑也是令人失望的，这一指引的中值是377.5亿刀，低于华尔街分析师预期的388.2亿刀，更远低于我个人给的预期。</p><p style=\"text-align: justify;\">如果Meta的表现达到我给的预测范围，或者非常接近，我相信市场反应会是完全不同的，真是一份令人心碎的财报。</p><p style=\"text-align: justify;\">二季度预期365-390亿刀，假设达到指引的上限390亿，环比也不过7%，2023年Q2的环比是11.7%，2021年Q2的环比是11.1%，2022年Q2环比增长3.3%，彼时的市场反应我们也见识过了。</p><p style=\"text-align: justify;\">而如果二季度只达到指引的中值，意味着二季度环比增长只有3.5%，这将令华尔街颤抖，恐惧得颤抖，我们最好祈祷Meta二季度营收大幅超预期。</p><p style=\"text-align: justify;\">继续看第一张图，利润率38%，虽然看绝对值还不错，但是结束了连续5个季度利润率环比提升的势头，也是隐忧之一；元宇宙利润继续拉胯，不知道何时能有盼头，隐忧之二。</p><p style=\"text-align: justify;\">三费开支（营销+研发+行政）160亿刀，环比仅下降0.35亿，营收环比下降了36.5亿，具体来看，研发和营销支出合计环比减少12亿刀，但行政开支环比增加了11.7亿刀，估计是一季度有额外的股权激励开支，但同比来看，行政开支也增加了约6亿刀，很可能是因为股价大幅上涨带来的股权激励成本显著上升，研发同比增加6亿而营销支出同比减少了5亿，总体来说三费开支虽然没有惊喜但算合理。</p><p style=\"text-align: justify;\">季度自由现金流来到125亿，过去12个月达到486亿，如果以当前股价计算估值大约1.05万亿美元，对应21.6倍DCF估值，如果剔除烧钱大户元宇宙项目过去12个月大约160亿刀的亏损，核心广告平台的DCF估值大约是16.25倍，个人觉得是偏低估的状态。</p><p style=\"text-align: justify;\">下面看看具体的业绩表现。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/92e146881643f0367caffbcd694b4ac0\" title=\"\" tg-width=\"640\" tg-height=\"371\"/></p><p style=\"text-align: justify;\">季度营收增速27.3%，创造过去10个季度增速最高值，大部分源于低基数，但也说明势头还行，364.6亿刀的营收，只能说中规中矩，市场期待值太高了，包括我个人也是预期太高，亏了只能认输苟住。</p><p style=\"text-align: justify;\">至于二季度预期，我觉得365-390亿确实偏低了点，如果无法达到预估上限，那我会很失望。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fa6b753771df936ccc9c9adac629cee\" title=\"\" tg-width=\"640\" tg-height=\"380\"/></p><p style=\"text-align: justify;\">从Meta历年的运营数据来看，2023年的用户数据有回春迹象，一季度只给了家族日活数据，日活达到创历史记录的32.4亿，环比增长0.5亿，同比增长2.2亿，增速7%，还是相当不错的。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf7a49d95cab691cea7086ae231ab177\" title=\"\" tg-width=\"640\" tg-height=\"445\"/></p><p style=\"text-align: justify;\">平台整体的广告点击量增长了20%，与四季度增速基本持平，广告单次点击价格增速则连续5个季度环比提升，从低谷的-22%提升到了本季度的6%，这可能说明：</p><blockquote><p style=\"text-align: justify;\">1.经济反弹带来的广告需求增长稳健 2.Instagram reels带来的视频化转型是成功的，不仅能带来广告库存增加，而且单价也开始提升</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c39e0a05ce6669167fbe788af2c709d1\" title=\"\" tg-width=\"640\" tg-height=\"434\"/></p><p style=\"text-align: justify;\">Meta的净利润已经纳入了股权激励部分，所以是很有参考价值的，通常一季度是利润淡季，以2021年为例，2021年Q1主营业务广告分部的利润是132.1亿，占全年广告分部利润的23.2%，若以此推论，2024年Meta广告业务利润可能达到761.2亿，按照当前1.05万亿估值计算广告分部的PE大约13.8倍，我个人觉得是低估的状态。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a003c7604c781015aab2066b23d2874d\" title=\"\" tg-width=\"640\" tg-height=\"416\"/></p><p style=\"text-align: justify;\">下面说说，我为什么看好Meta：</p><blockquote><p style=\"text-align: justify;\">1.Meta已经基本克服了苹果和安卓隐私新政对平台广告业务带来的负面影响</p><p style=\"text-align: justify;\">2.Meta家族APP基本克服了Tik Tok带来的恐惧，三个角度可以证明这一点：一是Meta家族APP日活、月活增速开始恢复；二是Instagram的下载量在2023年超越Tik Tok重回榜首，这是2019年后的第一次，数据来源于Sensor Tower；三是广告单价开始正增长。</p><p style=\"text-align: justify;\">3.Meta的视频化转型基本上成功了，而抖音带给我们的启示是，视频化平台的广告加载率、点击率和单价都会高于图文，Meta会长期受益，而Tik Tok的无常命运，只是增加了一点buff。</p><p style=\"text-align: justify;\">4.Meta在人工智能的投资让它处于有利位置。</p></blockquote><p style=\"text-align: justify;\">基于上述原因，我觉得Meta的复苏势头会延续，而且它的自由现金流没有减缓的迹象，随着大模型技术演进，多模态生成式人工智能落地，Meta的40亿全球用户，有机会以极低门槛创作高质量视频，这些功能将深度集成到Meta家族的旗舰APP，比如IG、FB、Messenger和WhatsApp等，用户只需要通过语音输入一段指令，就能生产极富想象力的视频内容，这将大大降低视频内容的制作门槛，扩大创作者群体范围，进而大幅提升内容消费的空间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/715fc052415f88dc2f1c5a80d9f2007e\" title=\"\" tg-width=\"640\" tg-height=\"426\"/></p><p style=\"text-align: justify;\">过去5年，AI其实一直在深刻影响内容消费领域，主导者是字节跳动旗下的抖音和Tik Tok，它们主要发生在内容分发领域。</p><p style=\"text-align: justify;\">2021年以来，Meta投资了上百亿美金采购英伟达的H100芯片，它的初始目的原本是提升Instagram reels的内容推荐算法，追赶Tik Tok的步伐，没想到越买越多，不仅在内容推荐算法上补足了短板，而且无心插柳地做成了生成式人工智能领域的基础设施，Meta的目标是2024年底达到35万枚H100的部署能力，Llama3已经发布且将集成到家族APP的对话框顶部。</p><p style=\"text-align: justify;\">我倾向于相信，AI将继续影响内容消费领域，下一个十年的核心将从内容分发转向内容生产，Meta很可能会是这一阶段的主导者。</p><p style=\"text-align: justify;\">它具备三大核心优势：</p><blockquote><ol start=\"1\" style=\"\"><li><p style=\"text-align: justify;\">高达40亿的全球高频活跃用户，首屈一指且遥遥领先 2.全球前三的GPU储备量，可能仅次于微软 3.Llama很可能会取代Google成为生成式人工智能领域的最主流开放平台</p></li></ol></blockquote><p style=\"text-align: justify;\">Google有类似的用户基础，但搜索不及社交高频，后者的对话输入框天然适合语音指令输入并生成内容，离消费者更近。</p><p style=\"text-align: justify;\">微软同样缺乏Meta这样得天独厚的用户基础和内容消费场景。</p><p style=\"text-align: justify;\">字节跳动可能是最具挑战性的，但它的GPU储备远远不及Meta，且用户规模和粘性仍不及Meta强劲。</p><p style=\"text-align: justify;\">腾讯与Meta情况最接近，但是GPU储备、技术储备、数据清洁程度都有所不及。</p><p style=\"text-align: justify;\">所以总体来看，我对Meta的未来还是比较看好的，一次财报的miss并不改变大的趋势。</p></body></html>","source":"lsy1613725107179","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>一次财报的miss并不改变趋势，Meta很可能主导下个十年</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 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solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n一次财报的miss并不改变趋势，Meta很可能主导下个十年\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-25 17:13 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s?__biz=MzIwNjYxNDkwMA==&mid=2247491831&idx=1&sn=53920500ba2fa3e577f10c777aa0df80&chksm=971c58eca06bd1fa5ee5f2407f53e265e352b39be94078aaaac9cc1768ebb91d36229b78bb01&mpshare=1&scene=23&srcid=0425mzKSw47UUuDjsJpJZZlZ&sharer_shareinfo=aa882aee0e22608736b1e4e6f68e26ba&sharer_shareinfo_first=aa882aee0e22608736b1e4e6f68e26ba#rd><strong>走马财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周五，Meta开盘暴跌近15%。财报发布前，本来对Meta这份财报充满期待，纳指这轮8%左右调整期间，我在496和490两次加仓，当时已经是我的美股第一次仓位，又在财报发布前一天489加仓，没想到财报不及预期 ……财报发布前，华尔街分析师给的预期是：一季度营收预期361.6亿刀，每股净利润预期4.32刀，二季度营收预期382.2亿刀而我个人给的预期是：一季度营收预期375亿刀，每股净利润预期...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzIwNjYxNDkwMA==&mid=2247491831&idx=1&sn=53920500ba2fa3e577f10c777aa0df80&chksm=971c58eca06bd1fa5ee5f2407f53e265e352b39be94078aaaac9cc1768ebb91d36229b78bb01&mpshare=1&scene=23&srcid=0425mzKSw47UUuDjsJpJZZlZ&sharer_shareinfo=aa882aee0e22608736b1e4e6f68e26ba&sharer_shareinfo_first=aa882aee0e22608736b1e4e6f68e26ba#rd\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5546e6a1e61039ce5b4b53b5027c513d","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://mp.weixin.qq.com/s?__biz=MzIwNjYxNDkwMA==&mid=2247491831&idx=1&sn=53920500ba2fa3e577f10c777aa0df80&chksm=971c58eca06bd1fa5ee5f2407f53e265e352b39be94078aaaac9cc1768ebb91d36229b78bb01&mpshare=1&scene=23&srcid=0425mzKSw47UUuDjsJpJZZlZ&sharer_shareinfo=aa882aee0e22608736b1e4e6f68e26ba&sharer_shareinfo_first=aa882aee0e22608736b1e4e6f68e26ba#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199291457","content_text":"周五，Meta开盘暴跌近15%。财报发布前，本来对Meta这份财报充满期待，纳指这轮8%左右调整期间，我在496和490两次加仓，当时已经是我的美股第一次仓位，又在财报发布前一天489加仓，没想到财报不及预期 ……财报发布前，华尔街分析师给的预期是：一季度营收预期361.6亿刀，每股净利润预期4.32刀，二季度营收预期382.2亿刀而我个人给的预期是：一季度营收预期375亿刀，每股净利润预期4.45刀，二季度预期380-410亿刀之间结果，财报显示，Meta一季度营收364.6亿刀，每股净利润4.71刀，二季度预期365-390亿刀区间。营收超过了华尔街分析师预期，但没超过管理层在去年Q4财报时给的预估上限370亿刀，也远低于我个人给的预期375亿刀；每股净利润超过了华尔街分析师和我个人的预测。但是公司表示2024年内将提高资本支出，从300-370亿刀提升到350-400亿刀，这将削弱每股净利润超预期带来的利好。由于市场对Meta的财报高期待，所以它需要至少超出业绩指引370亿刀上限，才可能满足市场预期，而二季度的业绩指引无疑也是令人失望的，这一指引的中值是377.5亿刀，低于华尔街分析师预期的388.2亿刀，更远低于我个人给的预期。如果Meta的表现达到我给的预测范围，或者非常接近，我相信市场反应会是完全不同的，真是一份令人心碎的财报。二季度预期365-390亿刀，假设达到指引的上限390亿，环比也不过7%，2023年Q2的环比是11.7%，2021年Q2的环比是11.1%，2022年Q2环比增长3.3%，彼时的市场反应我们也见识过了。而如果二季度只达到指引的中值，意味着二季度环比增长只有3.5%，这将令华尔街颤抖，恐惧得颤抖，我们最好祈祷Meta二季度营收大幅超预期。继续看第一张图，利润率38%，虽然看绝对值还不错，但是结束了连续5个季度利润率环比提升的势头，也是隐忧之一；元宇宙利润继续拉胯，不知道何时能有盼头，隐忧之二。三费开支（营销+研发+行政）160亿刀，环比仅下降0.35亿，营收环比下降了36.5亿，具体来看，研发和营销支出合计环比减少12亿刀，但行政开支环比增加了11.7亿刀，估计是一季度有额外的股权激励开支，但同比来看，行政开支也增加了约6亿刀，很可能是因为股价大幅上涨带来的股权激励成本显著上升，研发同比增加6亿而营销支出同比减少了5亿，总体来说三费开支虽然没有惊喜但算合理。季度自由现金流来到125亿，过去12个月达到486亿，如果以当前股价计算估值大约1.05万亿美元，对应21.6倍DCF估值，如果剔除烧钱大户元宇宙项目过去12个月大约160亿刀的亏损，核心广告平台的DCF估值大约是16.25倍，个人觉得是偏低估的状态。下面看看具体的业绩表现。季度营收增速27.3%，创造过去10个季度增速最高值，大部分源于低基数，但也说明势头还行，364.6亿刀的营收，只能说中规中矩，市场期待值太高了，包括我个人也是预期太高，亏了只能认输苟住。至于二季度预期，我觉得365-390亿确实偏低了点，如果无法达到预估上限，那我会很失望。从Meta历年的运营数据来看，2023年的用户数据有回春迹象，一季度只给了家族日活数据，日活达到创历史记录的32.4亿，环比增长0.5亿，同比增长2.2亿，增速7%，还是相当不错的。平台整体的广告点击量增长了20%，与四季度增速基本持平，广告单次点击价格增速则连续5个季度环比提升，从低谷的-22%提升到了本季度的6%，这可能说明：1.经济反弹带来的广告需求增长稳健 2.Instagram reels带来的视频化转型是成功的，不仅能带来广告库存增加，而且单价也开始提升Meta的净利润已经纳入了股权激励部分，所以是很有参考价值的，通常一季度是利润淡季，以2021年为例，2021年Q1主营业务广告分部的利润是132.1亿，占全年广告分部利润的23.2%，若以此推论，2024年Meta广告业务利润可能达到761.2亿，按照当前1.05万亿估值计算广告分部的PE大约13.8倍，我个人觉得是低估的状态。下面说说，我为什么看好Meta：1.Meta已经基本克服了苹果和安卓隐私新政对平台广告业务带来的负面影响2.Meta家族APP基本克服了Tik Tok带来的恐惧，三个角度可以证明这一点：一是Meta家族APP日活、月活增速开始恢复；二是Instagram的下载量在2023年超越Tik Tok重回榜首，这是2019年后的第一次，数据来源于Sensor Tower；三是广告单价开始正增长。3.Meta的视频化转型基本上成功了，而抖音带给我们的启示是，视频化平台的广告加载率、点击率和单价都会高于图文，Meta会长期受益，而Tik Tok的无常命运，只是增加了一点buff。4.Meta在人工智能的投资让它处于有利位置。基于上述原因，我觉得Meta的复苏势头会延续，而且它的自由现金流没有减缓的迹象，随着大模型技术演进，多模态生成式人工智能落地，Meta的40亿全球用户，有机会以极低门槛创作高质量视频，这些功能将深度集成到Meta家族的旗舰APP，比如IG、FB、Messenger和WhatsApp等，用户只需要通过语音输入一段指令，就能生产极富想象力的视频内容，这将大大降低视频内容的制作门槛，扩大创作者群体范围，进而大幅提升内容消费的空间。过去5年，AI其实一直在深刻影响内容消费领域，主导者是字节跳动旗下的抖音和Tik Tok，它们主要发生在内容分发领域。2021年以来，Meta投资了上百亿美金采购英伟达的H100芯片，它的初始目的原本是提升Instagram reels的内容推荐算法，追赶Tik Tok的步伐，没想到越买越多，不仅在内容推荐算法上补足了短板，而且无心插柳地做成了生成式人工智能领域的基础设施，Meta的目标是2024年底达到35万枚H100的部署能力，Llama3已经发布且将集成到家族APP的对话框顶部。我倾向于相信，AI将继续影响内容消费领域，下一个十年的核心将从内容分发转向内容生产，Meta很可能会是这一阶段的主导者。它具备三大核心优势：高达40亿的全球高频活跃用户，首屈一指且遥遥领先 2.全球前三的GPU储备量，可能仅次于微软 3.Llama很可能会取代Google成为生成式人工智能领域的最主流开放平台Google有类似的用户基础，但搜索不及社交高频，后者的对话输入框天然适合语音指令输入并生成内容，离消费者更近。微软同样缺乏Meta这样得天独厚的用户基础和内容消费场景。字节跳动可能是最具挑战性的，但它的GPU储备远远不及Meta，且用户规模和粘性仍不及Meta强劲。腾讯与Meta情况最接近，但是GPU储备、技术储备、数据清洁程度都有所不及。所以总体来看，我对Meta的未来还是比较看好的，一次财报的miss并不改变大的趋势。","news_type":1,"symbols_score_info":{"META":1.1}},"isVote":1,"tweetType":1,"viewCount":3007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":284203945025536,"gmtCreate":1710416624085,"gmtModify":1710416625571,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/284203945025536","repostId":"1150784578","repostType":2,"repost":{"id":"1150784578","kind":"news","pubTimestamp":1710205513,"share":"https://www.laohu8.com/m/news/1150784578?lang=zh_CN&edition=full","pubTime":"2024-03-12 09:05","market":"us","language":"zh","title":"“不能空一个好公司！”段永平对这只AI巨头有“新动作”！","url":"https://stock-news.laohu8.com/highlight/detail?id=1150784578","media":"证券市场周刊","summary":"A股市场中的AI主线出现一定分化。","content":"<html><head></head><body><p>最近几个交易日，在经历了此前的一段时间持续上涨之后，美股AI芯片巨头英伟达迎来了波动……对于当前以及后市的AI投资机会，一些知名投资人也最新表达了他（她）们的观点，如段永平、“木头姐”凯茜·伍德等。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e539309c7304cd79087d14573a96f57\" tg-width=\"560\" tg-height=\"240\"/></p><p>不过，在这轮市场于2月上旬的低位反弹以来，A股的AI行业似乎已经形成了“自带规律”的投资逻辑，如以AI芯片、算力等为重心，AI+消费电子、服务器等多细分领域不断扩展……</p><p><strong>段永平“卖空”</strong></p><p><strong>市场对英伟达股价现分歧</strong></p><p>此前不久，段永平通过H&amp;H（H&amp;H International Investment, LLC）打理1000亿人民币美股资产的相关消息被市场密切关注，该机构持有苹果、西方石油、美国银行等多只与“股神”巴菲特相同的重仓股。近日，段永平再现“新动作”，这个“新动作”与近日备受全球市场关注的美股人工智能芯片巨头英伟达有关。</p><p>3月8日，段永平社交平台账号“@大道无形我有型”剧透最新消息表示，“突发奇想，来体会一下NVDA空头们的感受，起个大早，卖个小Call，今天到期的。”</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0197bc357db4eb35b845ed94e11792c6\" tg-width=\"857\" tg-height=\"546\"/></p><p>NVDA是英伟达的美股代码，卖Call即投资者在期权交易中卖出看涨期权合约的操作。@大道无形我有型相关内容表示，<strong>“其实我没那么了解NVDA，最近看了一眼觉得NVDA涨的有道理。我只是娱乐一下，没任何观点。这跟上次我卖AMC和GAME的Call的态度完全不一样。在AMC和GAME上我是敢卖长点的Call的，NVDA只是卖个当天的而已，如果错了收盘前就投降了。”</strong></p><p>@大道无形我有型另有相关观点称，“英伟达非常厉害，产品其实有很大的差异化，堪称芯片界的苹果！NVDA涨成这个样子是道理的，继续涨也非常有可能。这也是不能空一个好公司的一个例子。”</p><p>从@大道无形我有型的历史消息来看，与英伟达有关的观点言论并不多见。在段永平突然关注背后，与英伟达股价的连续超预期表现或不无关联。</p><p>近来，英伟达市值经历了由“1万亿美元”迈进“2万亿美元”的跃升。2024年1月2日~2024年3月7日，公司股价突破前期的横盘震荡区间后持续突破上行，期间累计上涨近90%。市值由1月初的1.2万亿美元陡增至3月7日的2.3万亿美元，估值由65倍增至78倍。</p><p>不过，在此前累计了巨大涨幅之后，英伟达股价于3月8日迎来巨震，公司股价盘中创 974.00美元/股高点后转为调整，股价当天由最高上涨5%转为下跌5%。</p><p><strong>分析来看，刺激英伟达股价近期上涨的因素众多，如Sora等人工智能大模型问世对AI芯片需求的增加、公司业绩维持高增长以及市场对其新品发布的预期……</strong></p><p>在当期窗口，市场对英伟达的表现也出现了不同的观点。天风证券3月9日有研报观点称，看好其数据中心、游戏、专业可视化和汽车的持续创新和市场领导地位，将进一步加速其在加速计算和生成AI领域的增长。</p><p>另一些投资者则持有相对谨慎的观点。<strong>如“木头姐”、方舟投资创始人凯茜·伍德即对英伟达的股价大涨表示了担忧，其表示，“如果软件收入没有出现爆炸式增长，那么将无法证明英伟达过度建设GPU产能的合理性。”</strong></p><p><strong>A股英伟达概念股活跃</strong></p><p><strong>有公司涨幅超过2倍</strong></p><p><strong>在英伟达股价不断创新高的同时，叠加市场企稳以及其他多个因素刺激，A股英伟达产业链以及相关概念公司股价也在近期迎来强势异动上涨。</strong>统计英伟达概念板块涨跌幅来看，3月8日当日，英伟达概念板块上涨超3%，自市场触底反弹以来，即2月6日~3月8日期间，英伟达概念板块累计涨幅则达到了近50%。</p><p>在英伟达概念板块中，部分个股实现涨幅领跑，罗博特科、当虹科技、博杰股份、胜宏科技、天准科技、紫光股份、工业富联等，2月6日~3月8日期间，上述公司累计涨幅均超过60%（见表1）。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d51fbe2816686390c2a3ef0178d2ba4\" title=\"\" tg-width=\"602\" tg-height=\"799\"/></p><p><strong>通过上市公司公告、调研、投资者互动平台等剧透来看，A股上市公司与英伟达的关联性包括但不限于以下方式，如上游供应商角色、合作伙伴、授权分销商以及其他。</strong></p><p>2月6日以来，罗博特科累计涨幅达两倍。据其表示，英伟达系公司参股公司ficonTEC重要的客户之一，双方在晶圆测试设备及光耦合设备领域有着重要合作，并已有设备交付应用及取得后续订单；当虹科技表示，公司在很早期时就开始与英伟达合作，并且一直保持着深度合作的关系，双方在GPU显卡、兼容性测试与认证、互联互通、联合发布等方面均有合作；中电港称，公司为英伟达的授权分销商之一</p><p><strong>工业富联于2023年12月表示，公司AI服务器自2017年发展至今，已迭代至第四代，并于今年开始为客户开发并量产英伟达的H100及H800等高性能AI服务器；</strong>奥比中光于2023年8月表示，公司与英伟达合作开发的3D开发套件PerseeN1正式发布，方便公司高效链接英伟达AI应用生态；中富通称，英伟达为公司控股子公司、主营AI智能视觉检测等业务的英博达上游合作方之一。</p><p>受益于向AI布局以及与英伟达的相关业务合作，一些上市公司正在迎来经营业绩、订单的不断向好。如鸿博股份，据其此前披露业绩预告称，预计2023年度实现盈利3740万~5610万元，同比扭亏。据其称，业绩增长与公司开拓人工智能业务、子公司英博数科AGI取得优异成绩等有关。资料显示，英博数科于2022年8月联合英伟达等成立北京AI创新赋能中心，提供算力出租等。</p><p><strong>AI消费电子表现活跃</strong></p><p><strong>近来，市场围绕AI为主的多个细分主线不断迎来异动上涨，如以AI芯片、算力等为重心，AI+消费电子、服务器等多细分领域不断扩展。</strong></p><p>以AI消费电子来看，3月以来，AI PC的热度迎来显著升温，这背后与产业巨头对AI PC的加速布局不无关联。如英伟达于近日正式发力AI PC芯片；市场预期微软将于近日发布Surface Pro 10和Surface Laptop 6，这有望成为微软首批AI PC产品；三星和谷歌相继发布最新搭载AI功能的智能手机，苹果宣布后续iOS18将加入AI功能。国内手机厂商也在加码，如OPPO、荣耀、小米等多家手机厂商展示了主打AI功能的新款手机……</p><p>对于AI PC的未来市场机会，不少公司表达了乐观观点。如东方通表示，AI PC作为伴随AI技术热潮出现的PC领域全新概念，其本质是将AI设备内置于PC（个人电脑）之中，从而为PC以及其中的应用软件提供AI能力支撑。<strong>闻泰科技称，随着未来在终端运行大模型的复杂度持续提高，AI PC对笔记本电脑结构件、存储器等组件亦提出更高要求，终端处理器等硬件设备可能将进一步迭代，从而为产业链带来新的发展机会。</strong></p><p>围绕AI PC，不少公司剧透了相关的业务布局。如奥士康表示，公司的AI PC相关产品已实现量产并稳步供货，公司将密切关注行业发展和市场变化趋势；澜起科技称，AI PC的产业趋势或将有助于推动SPD等内存模组配套芯片及CKD芯片需求的提升。公司已量产DDR5 SPD等内存模组配套芯片并在台式机和笔记本电脑中商用。</p><p>此外，汇创达、华勤技术、江波龙等公司也在近日剧透了AI PC相关业务布局（见表2）。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72e09c25b32ac4df64b42d2d7d64c0fc\" title=\"\" tg-width=\"1032\" tg-height=\"516\"/></p></body></html>","source":"lsy1569575481993","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>“不能空一个好公司！”段永平对这只AI巨头有“新动作”！</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{ 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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“不能空一个好公司！”段永平对这只AI巨头有“新动作”！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-12 09:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/Czn9zjVSjOx7uihlcnGoXg><strong>证券市场周刊</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>最近几个交易日，在经历了此前的一段时间持续上涨之后，美股AI芯片巨头英伟达迎来了波动……对于当前以及后市的AI投资机会，一些知名投资人也最新表达了他（她）们的观点，如段永平、“木头姐”凯茜·伍德等。不过，在这轮市场于2月上旬的低位反弹以来，A股的AI行业似乎已经形成了“自带规律”的投资逻辑，如以AI芯片、算力等为重心，AI+消费电子、服务器等多细分领域不断扩展……段永平“卖空”市场对英伟达股价现...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Czn9zjVSjOx7uihlcnGoXg\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/41a3265725dba67c0660b26a189585aa","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://mp.weixin.qq.com/s/Czn9zjVSjOx7uihlcnGoXg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150784578","content_text":"最近几个交易日，在经历了此前的一段时间持续上涨之后，美股AI芯片巨头英伟达迎来了波动……对于当前以及后市的AI投资机会，一些知名投资人也最新表达了他（她）们的观点，如段永平、“木头姐”凯茜·伍德等。不过，在这轮市场于2月上旬的低位反弹以来，A股的AI行业似乎已经形成了“自带规律”的投资逻辑，如以AI芯片、算力等为重心，AI+消费电子、服务器等多细分领域不断扩展……段永平“卖空”市场对英伟达股价现分歧此前不久，段永平通过H&H（H&H International Investment, LLC）打理1000亿人民币美股资产的相关消息被市场密切关注，该机构持有苹果、西方石油、美国银行等多只与“股神”巴菲特相同的重仓股。近日，段永平再现“新动作”，这个“新动作”与近日备受全球市场关注的美股人工智能芯片巨头英伟达有关。3月8日，段永平社交平台账号“@大道无形我有型”剧透最新消息表示，“突发奇想，来体会一下NVDA空头们的感受，起个大早，卖个小Call，今天到期的。”NVDA是英伟达的美股代码，卖Call即投资者在期权交易中卖出看涨期权合约的操作。@大道无形我有型相关内容表示，“其实我没那么了解NVDA，最近看了一眼觉得NVDA涨的有道理。我只是娱乐一下，没任何观点。这跟上次我卖AMC和GAME的Call的态度完全不一样。在AMC和GAME上我是敢卖长点的Call的，NVDA只是卖个当天的而已，如果错了收盘前就投降了。”@大道无形我有型另有相关观点称，“英伟达非常厉害，产品其实有很大的差异化，堪称芯片界的苹果！NVDA涨成这个样子是道理的，继续涨也非常有可能。这也是不能空一个好公司的一个例子。”从@大道无形我有型的历史消息来看，与英伟达有关的观点言论并不多见。在段永平突然关注背后，与英伟达股价的连续超预期表现或不无关联。近来，英伟达市值经历了由“1万亿美元”迈进“2万亿美元”的跃升。2024年1月2日~2024年3月7日，公司股价突破前期的横盘震荡区间后持续突破上行，期间累计上涨近90%。市值由1月初的1.2万亿美元陡增至3月7日的2.3万亿美元，估值由65倍增至78倍。不过，在此前累计了巨大涨幅之后，英伟达股价于3月8日迎来巨震，公司股价盘中创 974.00美元/股高点后转为调整，股价当天由最高上涨5%转为下跌5%。分析来看，刺激英伟达股价近期上涨的因素众多，如Sora等人工智能大模型问世对AI芯片需求的增加、公司业绩维持高增长以及市场对其新品发布的预期……在当期窗口，市场对英伟达的表现也出现了不同的观点。天风证券3月9日有研报观点称，看好其数据中心、游戏、专业可视化和汽车的持续创新和市场领导地位，将进一步加速其在加速计算和生成AI领域的增长。另一些投资者则持有相对谨慎的观点。如“木头姐”、方舟投资创始人凯茜·伍德即对英伟达的股价大涨表示了担忧，其表示，“如果软件收入没有出现爆炸式增长，那么将无法证明英伟达过度建设GPU产能的合理性。”A股英伟达概念股活跃有公司涨幅超过2倍在英伟达股价不断创新高的同时，叠加市场企稳以及其他多个因素刺激，A股英伟达产业链以及相关概念公司股价也在近期迎来强势异动上涨。统计英伟达概念板块涨跌幅来看，3月8日当日，英伟达概念板块上涨超3%，自市场触底反弹以来，即2月6日~3月8日期间，英伟达概念板块累计涨幅则达到了近50%。在英伟达概念板块中，部分个股实现涨幅领跑，罗博特科、当虹科技、博杰股份、胜宏科技、天准科技、紫光股份、工业富联等，2月6日~3月8日期间，上述公司累计涨幅均超过60%（见表1）。通过上市公司公告、调研、投资者互动平台等剧透来看，A股上市公司与英伟达的关联性包括但不限于以下方式，如上游供应商角色、合作伙伴、授权分销商以及其他。2月6日以来，罗博特科累计涨幅达两倍。据其表示，英伟达系公司参股公司ficonTEC重要的客户之一，双方在晶圆测试设备及光耦合设备领域有着重要合作，并已有设备交付应用及取得后续订单；当虹科技表示，公司在很早期时就开始与英伟达合作，并且一直保持着深度合作的关系，双方在GPU显卡、兼容性测试与认证、互联互通、联合发布等方面均有合作；中电港称，公司为英伟达的授权分销商之一工业富联于2023年12月表示，公司AI服务器自2017年发展至今，已迭代至第四代，并于今年开始为客户开发并量产英伟达的H100及H800等高性能AI服务器；奥比中光于2023年8月表示，公司与英伟达合作开发的3D开发套件PerseeN1正式发布，方便公司高效链接英伟达AI应用生态；中富通称，英伟达为公司控股子公司、主营AI智能视觉检测等业务的英博达上游合作方之一。受益于向AI布局以及与英伟达的相关业务合作，一些上市公司正在迎来经营业绩、订单的不断向好。如鸿博股份，据其此前披露业绩预告称，预计2023年度实现盈利3740万~5610万元，同比扭亏。据其称，业绩增长与公司开拓人工智能业务、子公司英博数科AGI取得优异成绩等有关。资料显示，英博数科于2022年8月联合英伟达等成立北京AI创新赋能中心，提供算力出租等。AI消费电子表现活跃近来，市场围绕AI为主的多个细分主线不断迎来异动上涨，如以AI芯片、算力等为重心，AI+消费电子、服务器等多细分领域不断扩展。以AI消费电子来看，3月以来，AI PC的热度迎来显著升温，这背后与产业巨头对AI PC的加速布局不无关联。如英伟达于近日正式发力AI PC芯片；市场预期微软将于近日发布Surface Pro 10和Surface Laptop 6，这有望成为微软首批AI PC产品；三星和谷歌相继发布最新搭载AI功能的智能手机，苹果宣布后续iOS18将加入AI功能。国内手机厂商也在加码，如OPPO、荣耀、小米等多家手机厂商展示了主打AI功能的新款手机……对于AI PC的未来市场机会，不少公司表达了乐观观点。如东方通表示，AI PC作为伴随AI技术热潮出现的PC领域全新概念，其本质是将AI设备内置于PC（个人电脑）之中，从而为PC以及其中的应用软件提供AI能力支撑。闻泰科技称，随着未来在终端运行大模型的复杂度持续提高，AI PC对笔记本电脑结构件、存储器等组件亦提出更高要求，终端处理器等硬件设备可能将进一步迭代，从而为产业链带来新的发展机会。围绕AI PC，不少公司剧透了相关的业务布局。如奥士康表示，公司的AI PC相关产品已实现量产并稳步供货，公司将密切关注行业发展和市场变化趋势；澜起科技称，AI PC的产业趋势或将有助于推动SPD等内存模组配套芯片及CKD芯片需求的提升。公司已量产DDR5 SPD等内存模组配套芯片并在台式机和笔记本电脑中商用。此外，汇创达、华勤技术、江波龙等公司也在近日剧透了AI PC相关业务布局（见表2）。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":2162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187994611609768,"gmtCreate":1686922538217,"gmtModify":1686922540393,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>开盘10亿大单？","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>开盘10亿大单？","text":"$特斯拉(TSLA)$ 开盘10亿大单？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187994611609768","isVote":1,"tweetType":1,"viewCount":3687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684054896,"gmtCreate":1660019092719,"gmtModify":1660019092719,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684054896","repostId":"1154247076","repostType":4,"repost":{"id":"1154247076","kind":"news","pubTimestamp":1659927774,"share":"https://www.laohu8.com/m/news/1154247076?lang=zh_CN&edition=full","pubTime":"2022-08-08 11:02","market":"us","language":"zh","title":"美国国会山藏着众多“股神”！他们是如何“持证偷窃”的","url":"https://stock-news.laohu8.com/highlight/detail?id=1154247076","media":"环球时报","summary":"佩洛西夫妇只是国会山众多“投资高手”之一。","content":"<html><head></head><body><p>【环球时报驻美国特约记者 英辰 环球时报特约记者 王晓雄】前不久，美国国会众议院议长佩洛西的丈夫保罗·佩洛西，在国会通过《芯片和科学法案》之前，大量突击购入芯片企业英伟达的股票，引发广泛关注和批评。长久以来，以佩洛西为代表的国会议员及其家属，涉嫌利用他们提前掌握的政策信息进行内幕交易，以此获得巨大利益。《纽约邮报》将这一现象称为“持证偷窃”。</p><p>他们去年的股票交易额达3.55亿</p><p>突击买进英伟达股票一事被曝光后，保罗·佩洛西在巨大的舆论压力下抛售其所持股票，据说亏了34万美元。不过，这些钱对于“股神”佩洛西夫妇来说，不过是九牛一毛，而佩洛西夫妇也只是国会山众多“投资高手”之一。</p><p><b>“不可思议”的好运</b></p><p>多年来，钟爱科技股的保罗多次精准切中股市“脉搏”，在政府出台相关政策前买入不同企业股票，赚得盆满钵满。据《纽约邮报》报道，自2007年以来，佩洛西一家仅通过投资脸书等5家大型科技公司就获得560万到3040万美元的收益。专门追踪竞选资金和游说数据的华盛顿非营利组织“公开秘密”披露，佩洛西的财富从2004年的4100万美元增加到现在的近1.15亿美元。</p><p>佩洛西一家只是国会山拥有“不可思议”好运的投资者之一。市场观察网站称，美国国会议员及其配偶不仅进行大量股票投资，而且他们的投资回报率明显高于平均水平。</p><p><img src=\"https://static.tigerbbs.com/3407cef174649e19892bf0fb1d23bcab\" tg-width=\"630\" tg-height=\"380\" referrerpolicy=\"no-referrer\"/>美国国会大厦。资料图</p><p>美国国会议员及其亲属去年的股票交易额高达3.55亿美元，包括买进1.8亿美元股票以及卖出1.75亿美元股票。在这之中，共和党议员所涉股票交易金额约为2.01亿美元，民主党议员约为1.54亿美元。去年股票买卖金额超过50万美元的美国国会议员有41人，其中得州联邦众议员、共和党人麦考尔以及加州联邦众议员、民主党人康纳被称为国会山两大“股票交易员”。麦考尔被爆在2021年买进约3100万美元股票，卖出约3500万美元股票。康纳则买进约3400万美元股票，卖出约1900万美元股票。</p><p>国会已经成为很多议员的致富场所。《纽约邮报》以新泽西州联邦议员、民主党人戈特海默为例，讲述议员在股市上的“风云操作”。戈特海默是最活跃的国会山“股票交易员”之一，仅在2021年第一季度就进行了134笔交易。和佩洛西一样，他也偏爱科技股。在经过多年的小额股票交易后，戈特海默去年转向风险更高的期权交易，每次交易价值高达100万美元。根据追踪政客股市投资的“非比寻常鲸鱼”网站收集的公开信息，去年戈特海默买入6450万股期权，卖出6218万股。该网站估计戈特海默的投资回报率为12.7%。</p><p><b>危机成为投资良机</b></p><p>《纽约时报》援引一份调查报告称，一些国会议员凭借对政策变化的了解，在股价上涨前买进股票，在股价下跌前抛售股票，以此获利。多家美媒的报道显示，很多国会议员利用危机“致富”，俄乌军事冲突、新冠肺炎疫情等都成为他们重要的投资机会。</p><p>据《野兽日报》3月19日报道，在俄乌军事冲突爆发前后，十多名美国国会议员在紧张地进行股票交易。有数据显示，从2月1日到3月19日，部分国会议员的股票交易额达到770万美元。美国商业内幕网站5月称，在俄乌冲突爆发后，至少20名国会议员买入雷神和洛克希德·马丁公司的股票。受益于美国对乌克兰的军事援助，这两家公司的股票出现大幅上涨。此外，佛州众议员、民主党人舒尔茨1月下旬还买入能源股。自购入后，这些股票的价格也是“一飞冲天”。</p><p>2020年2月13日，也就是世卫组织宣布新冠肺炎疫情为大流行大约一个月前，北卡罗来纳州共和党籍参议员伯尔出售价值160万美元的股票，及时避免了之后的股市熔断。此外，在疫情暴发初期，至少75名美国国会议员买卖包括强生、辉瑞等在内的医药公司股票，而之后美国政府通过的数万亿美元救济法案，让相关股票股价都得到强力提振。</p><p><b>“靠山吃山”</b></p><p>美国国会议员涉嫌内幕交易，不仅让民众觉得不公平，更让他们担心相关利益冲突可能影响美国政策。商业内幕网站近期在审查近9000份议员财务披露报告并对数百人进行采访后发现，很多美国国会议员心里都是生意。</p><p>上述网站称，200多名国会议员和国会高级工作人员涉嫌违反利益冲突原则，其中15名负责制定美国国防政策的议员积极投资军火制造商，十多名“有环保意识的”民主党议员投资化石燃料公司，而购买并持有烟草公司股票的议员有16人，其中包括一些公开反对吸烟的人。商业内幕网站“冲突的国会”对国会议员涉嫌利益冲突程度等进行评级，发现13名参议员和众议员被评为红色“危险”级别，而113名议员被评为黄色“临界”级别。</p><p>事实上，包括国会在内，美国多个机构存在违反利益冲突原则的问题。《华尔街日报》2021年的一项调查发现，从2010年到2018年，131名联邦法官在审理数百起案件时，这些法官及其家属持有或买卖涉案公司股票。除此之外，克拉里达今年1月因涉嫌内幕交易提前辞去美联储副主席职务。在美联储主席鲍威尔宣布救市措施前一天，克拉里达购入一只股票型基金，被指违反利益冲突原则。</p><p><b>股票法是“没牙的老虎”</b></p><p>美国国会议员涉嫌进行内幕交易引发民愤，为什么没有法律对此进行限制？事实上，美国2012年通过《停止利用国会消息交易法案》（简称股票法），禁止议员进行内幕交易，然而这部法律只是聊胜于无，根本没有震慑力。</p><p>根据美国股票法，国会议员、国会行政部门及其工作人员不得利用非公开信息进行股票交易。上述人员要在45天之内报告交易金额超过1000美元的股票和其他有价证券交易行为，以防他们通过未公开信息牟利。此外，上述人员要将其股票及证券交易信息以一种可搜索、可分类以及可下载的形式发布在网上。</p><p>然而美国股票法并不禁止国会议员及其亲属持有或买卖股票，而且即使国会议员违反该法的相关规定，处罚的力度也非常小。根据美国商业内幕网站近期的调查，2020年和2021年，至少有55名国会议员和182名高级国会工作人员逾期提交股票交易报告。他们的借口五花八门，比如不知道股票法的存在、笔误、会计人员的失误等。根据股票法，逾期提交上述报告会被处以200美元的罚款，然而美国国会并没有公开处罚情况，因此外界并不清楚该法的执行力度。此外，过去10年，极少有人因为违反股票法而被起诉。虽然内幕交易很常见，但却难以证实。2020年的一项研究显示，美国只有15%的内幕交易被发现并被起诉。</p><p>美国股票法本来就是“没牙的老虎”，软弱无比，而美国国会2013年运用快速程序通过该法的修正案，取消国会议员等需要将其股票交易报告存入可搜索数据库的条款，进一步弱化了该法的监督作用。</p><p><b>没什么人相信国会的“自我监管”</b></p><p>美国国会议员涉嫌通过内幕交易牟利引发媒体和民众强烈不满。有调查显示，76%的选民认为，国会议员及其配偶在股票市场拥有不公平的优势。67%的美国选民表示，应该禁止议员交易股票。</p><p>尽管公众普遍支持禁止议员炒股，但美国两党绝大部分议员在这一问题上却出奇地一致，这在政治两极分化的美国实属罕见。据英国《卫报》报道，去年12月，佩洛西被问是否支持禁止国会议员及其配偶炒股时，她回答说：“不支持（禁止议员炒股），我们是自由市场经济，他们应该能够参与经济活动。”共和党联邦众议员塞申斯称没必要设立相关禁令。民主党籍联邦众议员罗瑞亚则质问记者：“为什么你会认为国会议员天生就是坏人或腐败分子？我们已经有了要求议员报告股票交易的股票法，因此我强烈反对任何类似（禁止国会议员买卖股票）的立法。”</p><p>佩洛西的上述发言引发舆论风暴，她不得不改变立场，声称支持禁止议员炒股的法案。美国Punchbowl News新闻网称，多名消息人士透露，众议院民主党人可能在今年8月提出一项法案，禁止国会议员及其配偶和国会高级工作人员买卖股票。新法案将要求议员等相关人士将其所持股票委托给保密信托(将控制权交给独立第三方)，或者全部出售，否则处以巨额罚款。《卫报》称，共和党籍联邦参议员霍利也提出类似的法案，不过他的法案不包括罚款条款。</p><p>有美媒报道称，上述法案可能9月在国会进行投票。不过要通过这些法案，还有很多障碍。美国总统拜登在相关问题上一直保持沉默。时间也越来越紧迫。国会议员将于8月离开华盛顿特区，等国会休会结束时，这些人又要很快进行中期选举准备，因此很难在9月通过相关法案。</p><p>《纽约邮报》就立法禁止议员进行股票交易采访了一些华盛顿特区高官。一些人对该报表示，国会进行真正自我监管的可能性非常低，以至于这种说法是可笑的，“他们为什么要做对自己不利的事情呢？”有官员表示，美国两党提出相关法案，可能是为了博眼球，而不是想进行严肃改革。一名愤世嫉俗的参议院工作人员直言:“这都是表演……不会有任何结果。”</p><p>这并不是国会第一次讨论限制议员进行股票交易。今年早些时候，禁止国会议员股票交易的呼声高涨，参众两院的立法者都提出了法案，但最终无疾而终。</p><p>有美国问题专家7日接受《环球时报》记者采访时表示，美国国会议员代表的是不同的利益群体，他们不仅利用手中权力为这些利益群体服务，也为代表这些群体的自己服务，所以很多国会议员拼了命地要胜选连任，而让他们通过限制自己利益的法律可能性有多大，可想而知。</p><p>值得注意的是，美国国会大多数议员都是百万富翁。据《今日美国报》2021年报道，非政府组织响应性政治中心估计，多数国会议员的净资产都超过100万美元。华盛顿非营利组织“公开秘密”网站2020年的信息显示，佛罗里达州联邦参议员斯科特是最富有的议员，净资产接近2.6亿美元。佩洛西的身家在所有国会议员中排名第10，共和党参议院领导人麦康纳尔排第19。</p></body></html>","source":"lsy1568628563230","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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美国国会山藏着众多“股神”！他们是如何“持证偷窃”的\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-08 11:02 北京时间&nbsp;&nbsp;&nbsp;<a href=https://world.huanqiu.com/article/499IpItgezV><strong>环球时报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【环球时报驻美国特约记者 英辰 环球时报特约记者 王晓雄】前不久，美国国会众议院议长佩洛西的丈夫保罗·佩洛西，在国会通过《芯片和科学法案》之前，大量突击购入芯片企业英伟达的股票，引发广泛关注和批评。长久以来，以佩洛西为代表的国会议员及其家属，涉嫌利用他们提前掌握的政策信息进行内幕交易，以此获得巨大利益。《纽约邮报》将这一现象称为“持证偷窃”。他们去年的股票交易额达3.55亿突击买进英伟达股票一事被...</p>\n\n<a href=\"https://world.huanqiu.com/article/499IpItgezV\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6cd3856bd1a18959ba5c374c8cada475","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://world.huanqiu.com/article/499IpItgezV","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154247076","content_text":"【环球时报驻美国特约记者 英辰 环球时报特约记者 王晓雄】前不久，美国国会众议院议长佩洛西的丈夫保罗·佩洛西，在国会通过《芯片和科学法案》之前，大量突击购入芯片企业英伟达的股票，引发广泛关注和批评。长久以来，以佩洛西为代表的国会议员及其家属，涉嫌利用他们提前掌握的政策信息进行内幕交易，以此获得巨大利益。《纽约邮报》将这一现象称为“持证偷窃”。他们去年的股票交易额达3.55亿突击买进英伟达股票一事被曝光后，保罗·佩洛西在巨大的舆论压力下抛售其所持股票，据说亏了34万美元。不过，这些钱对于“股神”佩洛西夫妇来说，不过是九牛一毛，而佩洛西夫妇也只是国会山众多“投资高手”之一。“不可思议”的好运多年来，钟爱科技股的保罗多次精准切中股市“脉搏”，在政府出台相关政策前买入不同企业股票，赚得盆满钵满。据《纽约邮报》报道，自2007年以来，佩洛西一家仅通过投资脸书等5家大型科技公司就获得560万到3040万美元的收益。专门追踪竞选资金和游说数据的华盛顿非营利组织“公开秘密”披露，佩洛西的财富从2004年的4100万美元增加到现在的近1.15亿美元。佩洛西一家只是国会山拥有“不可思议”好运的投资者之一。市场观察网站称，美国国会议员及其配偶不仅进行大量股票投资，而且他们的投资回报率明显高于平均水平。美国国会大厦。资料图美国国会议员及其亲属去年的股票交易额高达3.55亿美元，包括买进1.8亿美元股票以及卖出1.75亿美元股票。在这之中，共和党议员所涉股票交易金额约为2.01亿美元，民主党议员约为1.54亿美元。去年股票买卖金额超过50万美元的美国国会议员有41人，其中得州联邦众议员、共和党人麦考尔以及加州联邦众议员、民主党人康纳被称为国会山两大“股票交易员”。麦考尔被爆在2021年买进约3100万美元股票，卖出约3500万美元股票。康纳则买进约3400万美元股票，卖出约1900万美元股票。国会已经成为很多议员的致富场所。《纽约邮报》以新泽西州联邦议员、民主党人戈特海默为例，讲述议员在股市上的“风云操作”。戈特海默是最活跃的国会山“股票交易员”之一，仅在2021年第一季度就进行了134笔交易。和佩洛西一样，他也偏爱科技股。在经过多年的小额股票交易后，戈特海默去年转向风险更高的期权交易，每次交易价值高达100万美元。根据追踪政客股市投资的“非比寻常鲸鱼”网站收集的公开信息，去年戈特海默买入6450万股期权，卖出6218万股。该网站估计戈特海默的投资回报率为12.7%。危机成为投资良机《纽约时报》援引一份调查报告称，一些国会议员凭借对政策变化的了解，在股价上涨前买进股票，在股价下跌前抛售股票，以此获利。多家美媒的报道显示，很多国会议员利用危机“致富”，俄乌军事冲突、新冠肺炎疫情等都成为他们重要的投资机会。据《野兽日报》3月19日报道，在俄乌军事冲突爆发前后，十多名美国国会议员在紧张地进行股票交易。有数据显示，从2月1日到3月19日，部分国会议员的股票交易额达到770万美元。美国商业内幕网站5月称，在俄乌冲突爆发后，至少20名国会议员买入雷神和洛克希德·马丁公司的股票。受益于美国对乌克兰的军事援助，这两家公司的股票出现大幅上涨。此外，佛州众议员、民主党人舒尔茨1月下旬还买入能源股。自购入后，这些股票的价格也是“一飞冲天”。2020年2月13日，也就是世卫组织宣布新冠肺炎疫情为大流行大约一个月前，北卡罗来纳州共和党籍参议员伯尔出售价值160万美元的股票，及时避免了之后的股市熔断。此外，在疫情暴发初期，至少75名美国国会议员买卖包括强生、辉瑞等在内的医药公司股票，而之后美国政府通过的数万亿美元救济法案，让相关股票股价都得到强力提振。“靠山吃山”美国国会议员涉嫌内幕交易，不仅让民众觉得不公平，更让他们担心相关利益冲突可能影响美国政策。商业内幕网站近期在审查近9000份议员财务披露报告并对数百人进行采访后发现，很多美国国会议员心里都是生意。上述网站称，200多名国会议员和国会高级工作人员涉嫌违反利益冲突原则，其中15名负责制定美国国防政策的议员积极投资军火制造商，十多名“有环保意识的”民主党议员投资化石燃料公司，而购买并持有烟草公司股票的议员有16人，其中包括一些公开反对吸烟的人。商业内幕网站“冲突的国会”对国会议员涉嫌利益冲突程度等进行评级，发现13名参议员和众议员被评为红色“危险”级别，而113名议员被评为黄色“临界”级别。事实上，包括国会在内，美国多个机构存在违反利益冲突原则的问题。《华尔街日报》2021年的一项调查发现，从2010年到2018年，131名联邦法官在审理数百起案件时，这些法官及其家属持有或买卖涉案公司股票。除此之外，克拉里达今年1月因涉嫌内幕交易提前辞去美联储副主席职务。在美联储主席鲍威尔宣布救市措施前一天，克拉里达购入一只股票型基金，被指违反利益冲突原则。股票法是“没牙的老虎”美国国会议员涉嫌进行内幕交易引发民愤，为什么没有法律对此进行限制？事实上，美国2012年通过《停止利用国会消息交易法案》（简称股票法），禁止议员进行内幕交易，然而这部法律只是聊胜于无，根本没有震慑力。根据美国股票法，国会议员、国会行政部门及其工作人员不得利用非公开信息进行股票交易。上述人员要在45天之内报告交易金额超过1000美元的股票和其他有价证券交易行为，以防他们通过未公开信息牟利。此外，上述人员要将其股票及证券交易信息以一种可搜索、可分类以及可下载的形式发布在网上。然而美国股票法并不禁止国会议员及其亲属持有或买卖股票，而且即使国会议员违反该法的相关规定，处罚的力度也非常小。根据美国商业内幕网站近期的调查，2020年和2021年，至少有55名国会议员和182名高级国会工作人员逾期提交股票交易报告。他们的借口五花八门，比如不知道股票法的存在、笔误、会计人员的失误等。根据股票法，逾期提交上述报告会被处以200美元的罚款，然而美国国会并没有公开处罚情况，因此外界并不清楚该法的执行力度。此外，过去10年，极少有人因为违反股票法而被起诉。虽然内幕交易很常见，但却难以证实。2020年的一项研究显示，美国只有15%的内幕交易被发现并被起诉。美国股票法本来就是“没牙的老虎”，软弱无比，而美国国会2013年运用快速程序通过该法的修正案，取消国会议员等需要将其股票交易报告存入可搜索数据库的条款，进一步弱化了该法的监督作用。没什么人相信国会的“自我监管”美国国会议员涉嫌通过内幕交易牟利引发媒体和民众强烈不满。有调查显示，76%的选民认为，国会议员及其配偶在股票市场拥有不公平的优势。67%的美国选民表示，应该禁止议员交易股票。尽管公众普遍支持禁止议员炒股，但美国两党绝大部分议员在这一问题上却出奇地一致，这在政治两极分化的美国实属罕见。据英国《卫报》报道，去年12月，佩洛西被问是否支持禁止国会议员及其配偶炒股时，她回答说：“不支持（禁止议员炒股），我们是自由市场经济，他们应该能够参与经济活动。”共和党联邦众议员塞申斯称没必要设立相关禁令。民主党籍联邦众议员罗瑞亚则质问记者：“为什么你会认为国会议员天生就是坏人或腐败分子？我们已经有了要求议员报告股票交易的股票法，因此我强烈反对任何类似（禁止国会议员买卖股票）的立法。”佩洛西的上述发言引发舆论风暴，她不得不改变立场，声称支持禁止议员炒股的法案。美国Punchbowl News新闻网称，多名消息人士透露，众议院民主党人可能在今年8月提出一项法案，禁止国会议员及其配偶和国会高级工作人员买卖股票。新法案将要求议员等相关人士将其所持股票委托给保密信托(将控制权交给独立第三方)，或者全部出售，否则处以巨额罚款。《卫报》称，共和党籍联邦参议员霍利也提出类似的法案，不过他的法案不包括罚款条款。有美媒报道称，上述法案可能9月在国会进行投票。不过要通过这些法案，还有很多障碍。美国总统拜登在相关问题上一直保持沉默。时间也越来越紧迫。国会议员将于8月离开华盛顿特区，等国会休会结束时，这些人又要很快进行中期选举准备，因此很难在9月通过相关法案。《纽约邮报》就立法禁止议员进行股票交易采访了一些华盛顿特区高官。一些人对该报表示，国会进行真正自我监管的可能性非常低，以至于这种说法是可笑的，“他们为什么要做对自己不利的事情呢？”有官员表示，美国两党提出相关法案，可能是为了博眼球，而不是想进行严肃改革。一名愤世嫉俗的参议院工作人员直言:“这都是表演……不会有任何结果。”这并不是国会第一次讨论限制议员进行股票交易。今年早些时候，禁止国会议员股票交易的呼声高涨，参众两院的立法者都提出了法案，但最终无疾而终。有美国问题专家7日接受《环球时报》记者采访时表示，美国国会议员代表的是不同的利益群体，他们不仅利用手中权力为这些利益群体服务，也为代表这些群体的自己服务，所以很多国会议员拼了命地要胜选连任，而让他们通过限制自己利益的法律可能性有多大，可想而知。值得注意的是，美国国会大多数议员都是百万富翁。据《今日美国报》2021年报道，非政府组织响应性政治中心估计，多数国会议员的净资产都超过100万美元。华盛顿非营利组织“公开秘密”网站2020年的信息显示，佛罗里达州联邦参议员斯科特是最富有的议员，净资产接近2.6亿美元。佩洛西的身家在所有国会议员中排名第10，共和党参议院领导人麦康纳尔排第19。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":4065,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":680202397,"gmtCreate":1655086374320,"gmtModify":1704861041469,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/680202397","repostId":"680898754","repostType":1,"repost":{"id":680898754,"gmtCreate":1654864437472,"gmtModify":1704860710895,"author":{"id":"3491416357875149","authorId":"3491416357875149","name":"交易员Owen","avatar":"https://static.tigerbbs.com/e18f8a3a764631dcc921c6316d840259","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3491416357875149","idStr":"3491416357875149"},"themes":[],"title":"通胀几近失控+美债收益率破3，美股下方的空间还有很大？","htmlText":"当你对市场的波动有足够多的观察时，就会发现一个奇怪的现象：每当价格运行到一个关键位置时，消息面或者资金面上总会出现一些关键性变动，来帮助股市选择方向，这并非偶然，而是投资者们长期以来形成的一种默契，当我们发现这种默契，并把这种时间的和空间的规律记录下来后，就形成了市场上的变盘窗口和斐波那契阻力位。就像现在，当上证指数，恒指，和标普三大市场来到一个关键阻力位的时候，很多黑天鹅就飞出来了，一如我们之前预料的，这次熊市反弹的红利不会那么轻易的让你拿下。来看下标普的日线走势目前标普刚好位于斐波那契0.236的阻力位上，和前低持平，4200这个强阻位在没有绝对利好的情况下很难在短时间内突破，更何况，在两周前“暂停加息预期”下走高的美股，目前遭遇的是通胀担忧的再次袭扰，投资者们已经醒悟，和引发一场衰退来让通胀回落相比而言，高物价才是更难让执政者们容忍的事情。通胀和市场的天平又再次倾斜了。而相比美股的利空压顶，亚太市场要轻松的多，特别是上证指数和恒生。来看他们现在的位置：上证指数上证目前正处在变盘窗口期，一波回调在所难免，但上证指数MACD指标已经出现强力买入信号，长时间在零轴以下运行的快慢线已经向上金叉零轴，而且回调并没有让其打回，但在价位上，上证目前也遭遇了前高的强阻力。短期内可能需要更多利好才能突破。你要注意，目前上证的关键风险来源于人民币，更确切的说，是日元再度暴跌影响下的人民币抛压突然增大。这个将是未来几个月内悬在上证指数头上的一把利剑。再看恒生指数恒生的MACD的形态和上证的优势一样，目前也已经来到了前高的强阻位置，但在估值上的便宜程度却比不上上证，恒生借由前两周的上涨将估值拉到了25PE的位置，而上证指数的PE目前还在11到13之间徘徊上证指数PE但就在这样一个关键节点上，美国的加息预期却突然发生变化，原油和天然气这些主要能源价格的上涨动力又莫名其妙的突然出现，这很难让人不","listText":"当你对市场的波动有足够多的观察时，就会发现一个奇怪的现象：每当价格运行到一个关键位置时，消息面或者资金面上总会出现一些关键性变动，来帮助股市选择方向，这并非偶然，而是投资者们长期以来形成的一种默契，当我们发现这种默契，并把这种时间的和空间的规律记录下来后，就形成了市场上的变盘窗口和斐波那契阻力位。就像现在，当上证指数，恒指，和标普三大市场来到一个关键阻力位的时候，很多黑天鹅就飞出来了，一如我们之前预料的，这次熊市反弹的红利不会那么轻易的让你拿下。来看下标普的日线走势目前标普刚好位于斐波那契0.236的阻力位上，和前低持平，4200这个强阻位在没有绝对利好的情况下很难在短时间内突破，更何况，在两周前“暂停加息预期”下走高的美股，目前遭遇的是通胀担忧的再次袭扰，投资者们已经醒悟，和引发一场衰退来让通胀回落相比而言，高物价才是更难让执政者们容忍的事情。通胀和市场的天平又再次倾斜了。而相比美股的利空压顶，亚太市场要轻松的多，特别是上证指数和恒生。来看他们现在的位置：上证指数上证目前正处在变盘窗口期，一波回调在所难免，但上证指数MACD指标已经出现强力买入信号，长时间在零轴以下运行的快慢线已经向上金叉零轴，而且回调并没有让其打回，但在价位上，上证目前也遭遇了前高的强阻力。短期内可能需要更多利好才能突破。你要注意，目前上证的关键风险来源于人民币，更确切的说，是日元再度暴跌影响下的人民币抛压突然增大。这个将是未来几个月内悬在上证指数头上的一把利剑。再看恒生指数恒生的MACD的形态和上证的优势一样，目前也已经来到了前高的强阻位置，但在估值上的便宜程度却比不上上证，恒生借由前两周的上涨将估值拉到了25PE的位置，而上证指数的PE目前还在11到13之间徘徊上证指数PE但就在这样一个关键节点上，美国的加息预期却突然发生变化，原油和天然气这些主要能源价格的上涨动力又莫名其妙的突然出现，这很难让人不","text":"当你对市场的波动有足够多的观察时，就会发现一个奇怪的现象：每当价格运行到一个关键位置时，消息面或者资金面上总会出现一些关键性变动，来帮助股市选择方向，这并非偶然，而是投资者们长期以来形成的一种默契，当我们发现这种默契，并把这种时间的和空间的规律记录下来后，就形成了市场上的变盘窗口和斐波那契阻力位。就像现在，当上证指数，恒指，和标普三大市场来到一个关键阻力位的时候，很多黑天鹅就飞出来了，一如我们之前预料的，这次熊市反弹的红利不会那么轻易的让你拿下。来看下标普的日线走势目前标普刚好位于斐波那契0.236的阻力位上，和前低持平，4200这个强阻位在没有绝对利好的情况下很难在短时间内突破，更何况，在两周前“暂停加息预期”下走高的美股，目前遭遇的是通胀担忧的再次袭扰，投资者们已经醒悟，和引发一场衰退来让通胀回落相比而言，高物价才是更难让执政者们容忍的事情。通胀和市场的天平又再次倾斜了。而相比美股的利空压顶，亚太市场要轻松的多，特别是上证指数和恒生。来看他们现在的位置：上证指数上证目前正处在变盘窗口期，一波回调在所难免，但上证指数MACD指标已经出现强力买入信号，长时间在零轴以下运行的快慢线已经向上金叉零轴，而且回调并没有让其打回，但在价位上，上证目前也遭遇了前高的强阻力。短期内可能需要更多利好才能突破。你要注意，目前上证的关键风险来源于人民币，更确切的说，是日元再度暴跌影响下的人民币抛压突然增大。这个将是未来几个月内悬在上证指数头上的一把利剑。再看恒生指数恒生的MACD的形态和上证的优势一样，目前也已经来到了前高的强阻位置，但在估值上的便宜程度却比不上上证，恒生借由前两周的上涨将估值拉到了25PE的位置，而上证指数的PE目前还在11到13之间徘徊上证指数PE但就在这样一个关键节点上，美国的加息预期却突然发生变化，原油和天然气这些主要能源价格的上涨动力又莫名其妙的突然出现，这很难让人不","images":[{"img":"https://static.tigerbbs.com/56ba3a3bc2b6e853e3750b06a4e11602","width":"800","height":"534"},{"img":"https://static.tigerbbs.com/0985d068d8359f10859286b1709cac08","width":"800","height":"470"},{"img":"https://static.tigerbbs.com/259f24e8565bc6fd2548dd0c13ad5e94","width":"800","height":"641"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/680898754","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":24,"langContent":"CN","totalScore":0},"isVote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href=\"https://www.laohu8.com/post/617048112\" target=\"_blank\">01 从英伟达/AMD到迈威尔科技，数据中心芯片成业绩胜负手？</a>英伟达新季度业绩分析：数据中心芯片同比83%，持续提速· 创纪录的季度收入 82.9 亿美元，同比增长 46%· 数据中心和游戏的季度收入创纪录从NON-gaap来看，本季度英伟达的收入与净利润增长依然保持了非常高的增速。▷ 分部收入情况：数据中心收入超过游戏收入升至总收入占比第一，数据中心近几个季度英伟达的数据中心芯片收入增长一直在提速，总体比较超预期，分部收入如下图所示。○ 数据中心：同比大增83%，增长还在加速，超过游戏占比第一·第一季度收入达到创纪录的 37.5 亿美元，比去年同期增长 83%，比上一季度增长 15%。·宣布推出NVIDIA Hopper™ GPU 架构，与前代产品相比，性能提升了一个数量级；NVIDIA ® H100 Tensor Core GPU，第一个基于 Hopper 的 GPU，具有 800 亿个晶体管；以及NVIDIA DGX™ H100系统，这是该专用 AI 基础架构的第四代。·宣布基于Arm ®的NVIDIA Grace™ CPU 超级芯片，其中两个 CPU 芯片通过NVLink ® -C2C连贯连接，这是一种新的高速、低延迟芯片到芯片互连。·宣布台湾领先的计算机制造商将发布由 NVIDIA 的 Grace Hopper 和 Grace CPU Superchips 提供支持的第一波系统，预计将于 2023 年上半年推出。·推出全球首个 400Gbps 端到端网络平台NVIDIA Spectrum™-4 ，可实现大规模数据中心基础设施所需的极致性能和强大的安全性。·宣布对 NVIDIA AI 进行重大更新——其中包括用于推进语音、推荐","listText":"前文：<a href=\"https://www.laohu8.com/post/617048112\" target=\"_blank\">01 从英伟达/AMD到迈威尔科技，数据中心芯片成业绩胜负手？</a>英伟达新季度业绩分析：数据中心芯片同比83%，持续提速· 创纪录的季度收入 82.9 亿美元，同比增长 46%· 数据中心和游戏的季度收入创纪录从NON-gaap来看，本季度英伟达的收入与净利润增长依然保持了非常高的增速。▷ 分部收入情况：数据中心收入超过游戏收入升至总收入占比第一，数据中心近几个季度英伟达的数据中心芯片收入增长一直在提速，总体比较超预期，分部收入如下图所示。○ 数据中心：同比大增83%，增长还在加速，超过游戏占比第一·第一季度收入达到创纪录的 37.5 亿美元，比去年同期增长 83%，比上一季度增长 15%。·宣布推出NVIDIA Hopper™ GPU 架构，与前代产品相比，性能提升了一个数量级；NVIDIA ® H100 Tensor Core GPU，第一个基于 Hopper 的 GPU，具有 800 亿个晶体管；以及NVIDIA DGX™ H100系统，这是该专用 AI 基础架构的第四代。·宣布基于Arm ®的NVIDIA Grace™ CPU 超级芯片，其中两个 CPU 芯片通过NVLink ® -C2C连贯连接，这是一种新的高速、低延迟芯片到芯片互连。·宣布台湾领先的计算机制造商将发布由 NVIDIA 的 Grace Hopper 和 Grace CPU Superchips 提供支持的第一波系统，预计将于 2023 年上半年推出。·推出全球首个 400Gbps 端到端网络平台NVIDIA Spectrum™-4 ，可实现大规模数据中心基础设施所需的极致性能和强大的安全性。·宣布对 NVIDIA AI 进行重大更新——其中包括用于推进语音、推荐","text":"前文：01 从英伟达/AMD到迈威尔科技，数据中心芯片成业绩胜负手？英伟达新季度业绩分析：数据中心芯片同比83%，持续提速· 创纪录的季度收入 82.9 亿美元，同比增长 46%· 数据中心和游戏的季度收入创纪录从NON-gaap来看，本季度英伟达的收入与净利润增长依然保持了非常高的增速。▷ 分部收入情况：数据中心收入超过游戏收入升至总收入占比第一，数据中心近几个季度英伟达的数据中心芯片收入增长一直在提速，总体比较超预期，分部收入如下图所示。○ 数据中心：同比大增83%，增长还在加速，超过游戏占比第一·第一季度收入达到创纪录的 37.5 亿美元，比去年同期增长 83%，比上一季度增长 15%。·宣布推出NVIDIA Hopper™ GPU 架构，与前代产品相比，性能提升了一个数量级；NVIDIA ® H100 Tensor Core GPU，第一个基于 Hopper 的 GPU，具有 800 亿个晶体管；以及NVIDIA DGX™ H100系统，这是该专用 AI 基础架构的第四代。·宣布基于Arm ®的NVIDIA Grace™ CPU 超级芯片，其中两个 CPU 芯片通过NVLink ® -C2C连贯连接，这是一种新的高速、低延迟芯片到芯片互连。·宣布台湾领先的计算机制造商将发布由 NVIDIA 的 Grace Hopper 和 Grace CPU Superchips 提供支持的第一波系统，预计将于 2023 年上半年推出。·推出全球首个 400Gbps 端到端网络平台NVIDIA Spectrum™-4 ，可实现大规模数据中心基础设施所需的极致性能和强大的安全性。·宣布对 NVIDIA AI 进行重大更新——其中包括用于推进语音、推荐","images":[{"img":"https://static.tigerbbs.com/7cbad8c214dda2e351620883fc77ff67","width":"252","height":"107"},{"img":"https://static.tigerbbs.com/d2157e426b6b72aed78d50c2942c4653","width":"554","height":"185"},{"img":"https://static.tigerbbs.com/352156d445f7bea9826c1c59742be9d6","width":"554","height":"275"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/617977955","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":15,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4779,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616821537,"gmtCreate":1651689691854,"gmtModify":1651689691854,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616821537","repostId":"616170066","repostType":1,"repost":{"id":616170066,"gmtCreate":1651620600000,"gmtModify":1651631444453,"author":{"id":"3556669788355570","authorId":"3556669788355570","name":"GuruFocus","avatar":"https://static.tigerbbs.com/39e1e28b3ff68411370a270b2aa9a76d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556669788355570","idStr":"3556669788355570"},"themes":[],"title":"巴菲特夸赞的车险对手：Progressive","htmlText":"巴老对保险业的钟爱众所周知。GEICO是巴菲特受格雷厄姆影响，在青年时期重仓投资的第一家保险公司；后来他更是把GEICO整家纳入麾下。而在股东信中，巴菲特更是盛赞伯克希尔旗下的保险及再保险业务。保险带来的低成本浮存金是伯克希尔投资、收购企业的基石。 而巴菲特最爱的车险公司GEICO，在北美面对着越来越强劲的竞争对手Progressive。巴菲特也公开承认过：“Progressive是经营卓越的企业，而GEICO是经营良好的企业。”他甚至表示，五到十年内，Progressive和GEICO其中有一家会坐上车险行业市占率的头把交椅；其对这个竞争对手的重视程度可见一斑。 晨星公司的数据显示，Progressive的经营情况好于GEICO，其市场份额也在大踏步追赶，已与GEICO十分接近。 GEICO在2017-21的五年间，年化已赚保费（保险公司为过去的时间段提供保险而赚取的保费的一部分）增长率为8.2%，2020年受疫情影响，已赚保费下降了1.3%，然而，GEICO的赔付率却一直呈上升趋势，从2012年的75.9%上升到2017年的86.6%，过去5年，GEICO平均赔付率为80.6%；过去10年的平均赔付率为79.8%。高赔付率带高了GEICO的综合比率（combinedratio，保险业用于计算利润率），在2017-21年度为95.6%，在2012-21年度平均为95.7%。 而Progressive过去5年的年化已赚保费增长率为14.6%，综合比率为92.4%；过去10年的这一比率为12.4%，综合比率为93.5%。 图源：价值大师中文站 市场份额方面，GEICO公司的市场份额在2018-20年间停滞在13.5%左右，然后在2021年恢复到14.3%。而Progressive公司的市场份额在2019-21年期间则跃升了3%，达到和GEICO十分接近的13.7%。 既然Ge","listText":"巴老对保险业的钟爱众所周知。GEICO是巴菲特受格雷厄姆影响，在青年时期重仓投资的第一家保险公司；后来他更是把GEICO整家纳入麾下。而在股东信中，巴菲特更是盛赞伯克希尔旗下的保险及再保险业务。保险带来的低成本浮存金是伯克希尔投资、收购企业的基石。 而巴菲特最爱的车险公司GEICO，在北美面对着越来越强劲的竞争对手Progressive。巴菲特也公开承认过：“Progressive是经营卓越的企业，而GEICO是经营良好的企业。”他甚至表示，五到十年内，Progressive和GEICO其中有一家会坐上车险行业市占率的头把交椅；其对这个竞争对手的重视程度可见一斑。 晨星公司的数据显示，Progressive的经营情况好于GEICO，其市场份额也在大踏步追赶，已与GEICO十分接近。 GEICO在2017-21的五年间，年化已赚保费（保险公司为过去的时间段提供保险而赚取的保费的一部分）增长率为8.2%，2020年受疫情影响，已赚保费下降了1.3%，然而，GEICO的赔付率却一直呈上升趋势，从2012年的75.9%上升到2017年的86.6%，过去5年，GEICO平均赔付率为80.6%；过去10年的平均赔付率为79.8%。高赔付率带高了GEICO的综合比率（combinedratio，保险业用于计算利润率），在2017-21年度为95.6%，在2012-21年度平均为95.7%。 而Progressive过去5年的年化已赚保费增长率为14.6%，综合比率为92.4%；过去10年的这一比率为12.4%，综合比率为93.5%。 图源：价值大师中文站 市场份额方面，GEICO公司的市场份额在2018-20年间停滞在13.5%左右，然后在2021年恢复到14.3%。而Progressive公司的市场份额在2019-21年期间则跃升了3%，达到和GEICO十分接近的13.7%。 既然Ge","text":"巴老对保险业的钟爱众所周知。GEICO是巴菲特受格雷厄姆影响，在青年时期重仓投资的第一家保险公司；后来他更是把GEICO整家纳入麾下。而在股东信中，巴菲特更是盛赞伯克希尔旗下的保险及再保险业务。保险带来的低成本浮存金是伯克希尔投资、收购企业的基石。 而巴菲特最爱的车险公司GEICO，在北美面对着越来越强劲的竞争对手Progressive。巴菲特也公开承认过：“Progressive是经营卓越的企业，而GEICO是经营良好的企业。”他甚至表示，五到十年内，Progressive和GEICO其中有一家会坐上车险行业市占率的头把交椅；其对这个竞争对手的重视程度可见一斑。 晨星公司的数据显示，Progressive的经营情况好于GEICO，其市场份额也在大踏步追赶，已与GEICO十分接近。 GEICO在2017-21的五年间，年化已赚保费（保险公司为过去的时间段提供保险而赚取的保费的一部分）增长率为8.2%，2020年受疫情影响，已赚保费下降了1.3%，然而，GEICO的赔付率却一直呈上升趋势，从2012年的75.9%上升到2017年的86.6%，过去5年，GEICO平均赔付率为80.6%；过去10年的平均赔付率为79.8%。高赔付率带高了GEICO的综合比率（combinedratio，保险业用于计算利润率），在2017-21年度为95.6%，在2012-21年度平均为95.7%。 而Progressive过去5年的年化已赚保费增长率为14.6%，综合比率为92.4%；过去10年的这一比率为12.4%，综合比率为93.5%。 图源：价值大师中文站 市场份额方面，GEICO公司的市场份额在2018-20年间停滞在13.5%左右，然后在2021年恢复到14.3%。而Progressive公司的市场份额在2019-21年期间则跃升了3%，达到和GEICO十分接近的13.7%。 既然Ge","images":[{"img":"https://static.tigerbbs.com/b61a2ee78fc84218b834802161369561","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/6286d16d8f26493882fd3ba286719041","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/71eebeec31204034aaa9978cd668c0b4","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616170066","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633378736,"gmtCreate":1643811810496,"gmtModify":1643811810496,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633378736","repostId":"633353150","repostType":1,"repost":{"id":633353150,"gmtCreate":1643796336964,"gmtModify":1644205304233,"author":{"id":"3532831849818465","authorId":"3532831849818465","name":"许亚鑫","avatar":"https://static.tigerbbs.com/72cbe26a31edf2913e619f4aa762d2d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3532831849818465","idStr":"3532831849818465"},"themes":[],"title":"多空并无对错，只有强弱！","htmlText":"上周我在后台看到一条读者的留言，“许导，前俩天的10倍收益，却在昨天最后一个交易日爆仓了，总共亏完了15万美元，心情特难受。看到放水我总以为会有转机，但是杠杆市场没有做好风险控制，加仓没有止损，昨天盘中V转的时候，又一次(入)场，最终倒在黎明之前。这个节我过不好了，心情特别糟糕，几个月的努力，毁在一次交易上。没了本金我怎么翻身。”9年前，我也曾有过类似经历，爆仓前后情绪的那份焦虑，内心的那股不甘，肉体的那股无力，夹杂着胸口那种难以抑制的压抑。那种感觉很黑，简直暗无天日。你们不是一直有人好奇心作祟，老是在问，“许老师为什么你下的单子那么奇怪，5.28手是有什么特殊含义吗？”一直以来我都避而不答，是因为揭开伤疤很痛的好不好。每一次你们问这样的问题，就是逼着我把那段回忆在反省一次，那问题就好像在拷问自己，“到底你是怎么死的？”1528！那就是9年前墓志铭上标注的数字，尸骨已寒。记住这个数字是在警醒我自己，不想让悲剧重演就选择铭记那段历史。之于我有意义的数字，之于大家其实毫无意义，因为交易的悲欢并不相同。交易真正的痛苦正是来源于你曾拥有过的那份幸福，翻倍得越甜，爆仓得越虐，就像大家看剧一样，开头撒狗粮，结局很虐心的往往有共鸣，因为这像极了人生，像极了交易。真正的大圆满，往往之时导演为了满足观众们的“梦”而营造的一种虚幻，真实的世界常常残酷得多。少数人逼了自己一把才知道自己有多优秀，大多数人逼了自己一把才知道自己还是不行，于是这世界才有那么多人选择躺平。请大家听我一句劝，交易要顺其自然，讲究水到渠成，千万不要逼自己一把，因为结果总能证明我们属于大多数人。所以，哪怕是如今我的内心已如此坚强，一夜之间爆掉近100万还能淡定的说一点不难过是假的，除非，爆掉的是陌生人的账户(如果是学员的其实也难受)。从这位读者的留言时间1月29日来看，我的第一反应是黄金，因为27-28日美联储利率会议金价暴","listText":"上周我在后台看到一条读者的留言，“许导，前俩天的10倍收益，却在昨天最后一个交易日爆仓了，总共亏完了15万美元，心情特难受。看到放水我总以为会有转机，但是杠杆市场没有做好风险控制，加仓没有止损，昨天盘中V转的时候，又一次(入)场，最终倒在黎明之前。这个节我过不好了，心情特别糟糕，几个月的努力，毁在一次交易上。没了本金我怎么翻身。”9年前，我也曾有过类似经历，爆仓前后情绪的那份焦虑，内心的那股不甘，肉体的那股无力，夹杂着胸口那种难以抑制的压抑。那种感觉很黑，简直暗无天日。你们不是一直有人好奇心作祟，老是在问，“许老师为什么你下的单子那么奇怪，5.28手是有什么特殊含义吗？”一直以来我都避而不答，是因为揭开伤疤很痛的好不好。每一次你们问这样的问题，就是逼着我把那段回忆在反省一次，那问题就好像在拷问自己，“到底你是怎么死的？”1528！那就是9年前墓志铭上标注的数字，尸骨已寒。记住这个数字是在警醒我自己，不想让悲剧重演就选择铭记那段历史。之于我有意义的数字，之于大家其实毫无意义，因为交易的悲欢并不相同。交易真正的痛苦正是来源于你曾拥有过的那份幸福，翻倍得越甜，爆仓得越虐，就像大家看剧一样，开头撒狗粮，结局很虐心的往往有共鸣，因为这像极了人生，像极了交易。真正的大圆满，往往之时导演为了满足观众们的“梦”而营造的一种虚幻，真实的世界常常残酷得多。少数人逼了自己一把才知道自己有多优秀，大多数人逼了自己一把才知道自己还是不行，于是这世界才有那么多人选择躺平。请大家听我一句劝，交易要顺其自然，讲究水到渠成，千万不要逼自己一把，因为结果总能证明我们属于大多数人。所以，哪怕是如今我的内心已如此坚强，一夜之间爆掉近100万还能淡定的说一点不难过是假的，除非，爆掉的是陌生人的账户(如果是学员的其实也难受)。从这位读者的留言时间1月29日来看，我的第一反应是黄金，因为27-28日美联储利率会议金价暴","text":"上周我在后台看到一条读者的留言，“许导，前俩天的10倍收益，却在昨天最后一个交易日爆仓了，总共亏完了15万美元，心情特难受。看到放水我总以为会有转机，但是杠杆市场没有做好风险控制，加仓没有止损，昨天盘中V转的时候，又一次(入)场，最终倒在黎明之前。这个节我过不好了，心情特别糟糕，几个月的努力，毁在一次交易上。没了本金我怎么翻身。”9年前，我也曾有过类似经历，爆仓前后情绪的那份焦虑，内心的那股不甘，肉体的那股无力，夹杂着胸口那种难以抑制的压抑。那种感觉很黑，简直暗无天日。你们不是一直有人好奇心作祟，老是在问，“许老师为什么你下的单子那么奇怪，5.28手是有什么特殊含义吗？”一直以来我都避而不答，是因为揭开伤疤很痛的好不好。每一次你们问这样的问题，就是逼着我把那段回忆在反省一次，那问题就好像在拷问自己，“到底你是怎么死的？”1528！那就是9年前墓志铭上标注的数字，尸骨已寒。记住这个数字是在警醒我自己，不想让悲剧重演就选择铭记那段历史。之于我有意义的数字，之于大家其实毫无意义，因为交易的悲欢并不相同。交易真正的痛苦正是来源于你曾拥有过的那份幸福，翻倍得越甜，爆仓得越虐，就像大家看剧一样，开头撒狗粮，结局很虐心的往往有共鸣，因为这像极了人生，像极了交易。真正的大圆满，往往之时导演为了满足观众们的“梦”而营造的一种虚幻，真实的世界常常残酷得多。少数人逼了自己一把才知道自己有多优秀，大多数人逼了自己一把才知道自己还是不行，于是这世界才有那么多人选择躺平。请大家听我一句劝，交易要顺其自然，讲究水到渠成，千万不要逼自己一把，因为结果总能证明我们属于大多数人。所以，哪怕是如今我的内心已如此坚强，一夜之间爆掉近100万还能淡定的说一点不难过是假的，除非，爆掉的是陌生人的账户(如果是学员的其实也难受)。从这位读者的留言时间1月29日来看，我的第一反应是黄金，因为27-28日美联储利率会议金价暴","images":[{"img":"https://static.tigerbbs.com/0040b04ac85c260a9ef7119095041938","width":"632","height":"221"},{"img":"https://static.tigerbbs.com/ff07cbfb6bfaec16e3b35fab90a2bff1","width":"632","height":"170"},{"img":"https://static.tigerbbs.com/46968ed487f554064163c2d3fd6418c4","width":"632","height":"283"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633353150","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877139930,"gmtCreate":1637895878626,"gmtModify":1637895878626,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","av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stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1637154279,"share":"https://www.laohu8.com/m/news/1102706296?lang=zh_CN&edition=full","pubTime":"2021-11-17 21:04","market":"us","language":"en","title":"Toplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1102706296","media":"Tiger Newspress","summary":"U.S. stock index futures were flat on Wednesday as investors fretted over early rate hikes by the Federal Reserve after strong retail earnings and data showed an economic recovery was on track.At 08:00 a.m. ET, Dow e-minis were down 25 points, or 0.07%. S&P 500 e-minis were up 0.25 points, or 0.01% and Nasdaq 100 e-minis were up 24.25 points, or 0.15%.Tesla – Tesla CEO Elon Musk sold another $973 million in Tesla stock to cover a tax bill generated by the exercise of options covering 2.1 million","content":"<p>U.S. stock index futures were flat on Wednesday as investors fretted over early rate hikes by the Federal Reserve after strong retail earnings and data showed an economic recovery was on track.</p><p><blockquote>美国股指期货周三持平，因强劲的零售盈利和数据显示经济复苏步入正轨后，投资者对美联储提前加息感到担忧。</blockquote></p><p> At 08:00 a.m. ET, Dow e-minis were down 25 points, or 0.07%. S&amp;P 500 e-minis were up 0.25 points, or 0.01% and Nasdaq 100 e-minis were up 24.25 points, or 0.15%.</p><p><blockquote>美国东部时间上午08:00，道琼斯电子迷你指数下跌25点，跌幅0.07%。标普500 e-mini上涨0.25点，涨幅0.01%，纳斯达克100 e-mini上涨24.25点，涨幅0.15%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3313a552f1f185ff01396db4679b33e7\" tg-width=\"1080\" tg-height=\"411\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Stocks making the biggest moves premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <b>Tesla(TSLA)</b> – Tesla CEO Elon Musk sold another $973 million in Tesla stock to cover a tax bill generated by the exercise of options covering 2.1 million shares. Tesla rose 1.2% in premarket action.</p><p><blockquote><b>特斯拉(TSLA)</b>——特斯拉CEO Elon Musk又出售了9.73亿美元的特斯拉股票，以支付因行使涵盖210万股股票的期权而产生的税单。特斯拉在盘前上涨1.2%。</blockquote></p><p> <b>Rivian(RIVN)</b> – Rivian turned red from green in the premarket and has yet to experience a losing session since the electric vehicle maker went public last Wednesday. Rivian has been up about 15% in each of the past two trading days and closed Tuesday at $172.01 compared with its IPO price of $78.</p><p><blockquote><b>Rivian(RIVN)</b>-Rivian在盘前由绿转红，自这家电动汽车制造商上周三上市以来尚未经历过亏损。Rivian在过去两个交易日中每个交易日均上涨约15%，周二收盘价为172.01美元，而其IPO价格为78美元。</blockquote></p><p> <b>Lucid Group(LCID)</b> – The electric vehicle maker rose another 5.5% in the premarket following a nearly 24% surge Tuesday. Yesterday’s rally came amid Lucid’s statement that it was seeing “significant demand” for its Lucid Air model.</p><p><blockquote><b>Lucid集团(LCID)</b>–这家电动汽车制造商继周二飙升近24%后，盘前又上涨5.5%。昨天的上涨是在Lucid声明看到对其Lucid Air型号的“巨大需求”之际发生的。</blockquote></p><p> <b>Pfizer(PFE),BioNTech(BNTX)</b> – The FDA has promised a quick review of the application to approve the Pfizer/BioNTech Covid-19 booster dose for all adults. The New York Times reports that a decision could come as soon as Thursday. BioNTech rose 1.6% in the premarket, while Pfizer gained 0.7%.</p><p><blockquote><b>辉瑞(PFE)、BioNTech(BNTX)</b>-FDA承诺快速审查批准辉瑞/BioNTech新冠加强剂量用于所有成年人的申请。《纽约时报》报道称，最早可能于周四做出决定。BioNTech盘前上涨1.6%，辉瑞上涨0.7%。</blockquote></p><p> <b>Roku(ROKU) </b>– The stock was downgraded to “sell” from “neutral” at Moffett Nathanson, which said signs of slowing revenue growth for the video streaming device maker have become more obvious and forced the firm to rethink its long-term assumptions. Roku shares fell 2.8% in premarket trading.</p><p><blockquote><b>Roku(Roku)</b>-Moffett Nathanson将该股评级从“中性”下调至“卖出”，该公司表示，这家视频流媒体设备制造商收入增长放缓的迹象变得更加明显，迫使该公司重新考虑其长期假设。Roku股价在盘前交易中下跌2.8%。</blockquote></p><p> <b>Baidu(BIDU)</b> – Baidu beat estimates on the top and bottom lines for its latest quarter, with the China-based e-commerce company benefiting from stronger ad sales as well as strength in cloud and artificial intelligence products. Baidu added 0.5% in the premarket.</p><p><blockquote><b>百度(BIDU)</b>-百度最近一个季度的营收和利润均超出预期，这家总部位于中国的电子商务公司受益于强劲的广告销售以及云和人工智能产品的实力。百度盘前上涨0.5%。</blockquote></p><p> <b>Visa(V)</b>&nbsp;–&nbsp;Visa&nbsp;fell 3.4% after Amazon.com&nbsp;said it would stop accepting credit cards issued by the world's largest payment processor in the United Kingdom from next year due to the high fees charged for transactions.</p><p><blockquote><b>签证(V)</b>-Visa跌3.4%，此前亚马逊表示，由于交易收取高额费用，将从明年起停止接受全球最大支付处理商英国发行的信用卡。</blockquote></p><p> <b>Boeing(BA)</b>&nbsp;–&nbsp;Wells Fargo&nbsp;upgraded shares of Boeing to overweight from equal weight, saying in a note to clients Wednesday that the company was set up for a stretch of good news following several years of underperformance.Boeing&nbsp;shares&nbsp;rose&nbsp;1.6%&nbsp;in premarket trading.</p><p><blockquote><b>波音(BA)</b>-富国银行周三在给客户的一份报告中表示，该公司在经历了几年的表现不佳后，已经准备好迎接一系列利好消息。波音股价在盘前交易中上涨1.</blockquote></p><p> <b>PayPal(PYPL)</b>&nbsp;–&nbsp;PayPal Holdings&nbsp;shares&nbsp;slip 2.3%&nbsp;in premarket trading after Bernstein analyst Harshita Rawat downgrades the stock to Market Perform from Outperform as change in the payments space accelerates putting PayPal at risk of being disrupted.</p><p><blockquote><b>PayPal(PYPL)</b>-PayPal控股公司股价在盘前交易中下跌2.3%，此前Bernstein分析师Harshita Rawat将该股评级从跑赢大盘下调至大盘表现，因为支付领域的变化加速，PayPal面临被扰乱的风险。</blockquote></p><p> <b>Lowe’s(LOW)</b> – Lowe’s rose 3.4% in the premarket after beating estimates on the top and bottom lines and raising its annual revenue forecast. The home improvement retailer earned an adjusted $2.73 per share for the third quarter, 37 cents above estimates, with comparable store sales up 2.2%. Analysts had expected comp sales to decline by 1.5%.</p><p><blockquote><b>劳氏（低）</b>-劳氏(Lowe's)在营收和利润超出预期并上调年收入预期后，盘前上涨3.4%。这家家居装修零售商第三季度调整后每股收益为2.73美元，比预期高出37美分，同店销售额增长2.2%。分析师此前预计公司销售额将下降1.5%。</blockquote></p><p> <b>Target(TGT)</b> – Target reported an adjusted quarterly profit of $3.03 per share, beating consensus estimates by 20 cents, with revenue also above Street projections. Comparable store sales rose 12.7% compared with forecasts of an 8.2% increase. Despite the beats, the retailer’s shares slid 3.7% in premarket action.</p><p><blockquote><b>目标（TGT）</b>-Target公布调整后季度利润为每股3.03美元，比市场普遍预期高出20美分，收入也高于华尔街预测。同店销售额增长12.7%，预期增长8.2%。尽管表现出色，该零售商的股价在盘前下跌了3.7%。</blockquote></p><p> <b>GlaxoSmithKline(GSK),Vir Biotechnology(VIR)</b> – The drug makers signed contracts to sell about $1 billion worth of their Covid-19 treatment to the U.S. government. The government also has an option to buy additional doses that last through March 2022. Glaxo was down 0.4% in premarket trading, but Vir’s stock soared 13.4%.</p><p><blockquote><b>葛兰素史克(GSK)、维尔生物技术(VIR)</b>-制药商签署了向美国政府出售价值约10亿美元的Covid-19治疗药物的合同。政府还可以选择购买持续到2022年3月的额外剂量。葛兰素史克在盘前交易中下跌0.4%，但Vir股价飙升13.4%。</blockquote></p><p> <b>Arrival(ARVL)</b>&nbsp;–&nbsp;Arrival&nbsp;stock&nbsp;tumbled&nbsp;13.4%&nbsp;in premarket trading.Arrival&nbsp;announced today the commencement of an underwritten public offering of 25,000,000 ordinary shares (the “Follow-on Offering”) pursuant to a registration statement on Form F-1 filed with&nbsp;SEC. In connection with the Follow-on Offering, Arrival intends to grant the underwriters the option to purchase up to 3,750,000 additional ordinary shares. All shares are being offered by Arrival.</p><p><blockquote><b>到达(ARVL)</b>Arrival股票在盘前交易中暴跌13.4%。Arrival今天宣布，根据向美国证券交易委员会提交的F-1表格登记声明，开始承销公开发行25,000,000股普通股（“后续发行”）。就后续发行而言，Arrival打算授予承销商购买最多3,750,000股额外普通股的选择权。所有股票均由Arrival发行。</blockquote></p><p> <b>La-Z-Boy(LZB)</b> – La-Z-Boy jumped 7.6% in premarket trading after the furniture maker beat estimates by 8 cents with a quarterly profit of 85 cents per share. Revenue also beat forecasts, and the company said it continues to see strong consumer demand although it has been impacted by supply chain disruptions.</p><p><blockquote><b>La-Z-Boy(LZB)</b>-La-Z-Boy在盘前交易中上涨7.6%，此前这家家具制造商超出预期8美分，季度利润为每股85美分。收入也超出了预期，该公司表示，尽管受到供应链中断的影响，但消费者需求仍然强劲。</blockquote></p><p></p><p> <b>Deere(DE) </b>– Deere workers will vote on a tentative contract offer today, after rejecting two previous tentative pacts. Those workers have been on strike since October 14.</p><p><blockquote><b>Deere（DE）</b>-在拒绝了之前的两项暂定协议后，Deere工人将于今天就暂定合同进行投票。这些工人自10月14日以来一直在罢工。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-17 21:04</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S. stock index futures were flat on Wednesday as investors fretted over early rate hikes by the Federal Reserve after strong retail earnings and data showed an economic recovery was on track.</p><p><blockquote>美国股指期货周三持平，因强劲的零售盈利和数据显示经济复苏步入正轨后，投资者对美联储提前加息感到担忧。</blockquote></p><p> At 08:00 a.m. ET, Dow e-minis were down 25 points, or 0.07%. S&amp;P 500 e-minis were up 0.25 points, or 0.01% and Nasdaq 100 e-minis were up 24.25 points, or 0.15%.</p><p><blockquote>美国东部时间上午08:00，道琼斯电子迷你指数下跌25点，跌幅0.07%。标普500 e-mini上涨0.25点，涨幅0.01%，纳斯达克100 e-mini上涨24.25点，涨幅0.15%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3313a552f1f185ff01396db4679b33e7\" tg-width=\"1080\" tg-height=\"411\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Stocks making the biggest moves premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <b>Tesla(TSLA)</b> – Tesla CEO Elon Musk sold another $973 million in Tesla stock to cover a tax bill generated by the exercise of options covering 2.1 million shares. Tesla rose 1.2% in premarket action.</p><p><blockquote><b>特斯拉(TSLA)</b>——特斯拉CEO Elon Musk又出售了9.73亿美元的特斯拉股票，以支付因行使涵盖210万股股票的期权而产生的税单。特斯拉在盘前上涨1.2%。</blockquote></p><p> <b>Rivian(RIVN)</b> – Rivian turned red from green in the premarket and has yet to experience a losing session since the electric vehicle maker went public last Wednesday. Rivian has been up about 15% in each of the past two trading days and closed Tuesday at $172.01 compared with its IPO price of $78.</p><p><blockquote><b>Rivian(RIVN)</b>-Rivian在盘前由绿转红，自这家电动汽车制造商上周三上市以来尚未经历过亏损。Rivian在过去两个交易日中每个交易日均上涨约15%，周二收盘价为172.01美元，而其IPO价格为78美元。</blockquote></p><p> <b>Lucid Group(LCID)</b> – The electric vehicle maker rose another 5.5% in the premarket following a nearly 24% surge Tuesday. Yesterday’s rally came amid Lucid’s statement that it was seeing “significant demand” for its Lucid Air model.</p><p><blockquote><b>Lucid集团(LCID)</b>–这家电动汽车制造商继周二飙升近24%后，盘前又上涨5.5%。昨天的上涨是在Lucid声明看到对其Lucid Air型号的“巨大需求”之际发生的。</blockquote></p><p> <b>Pfizer(PFE),BioNTech(BNTX)</b> – The FDA has promised a quick review of the application to approve the Pfizer/BioNTech Covid-19 booster dose for all adults. The New York Times reports that a decision could come as soon as Thursday. BioNTech rose 1.6% in the premarket, while Pfizer gained 0.7%.</p><p><blockquote><b>辉瑞(PFE)、BioNTech(BNTX)</b>-FDA承诺快速审查批准辉瑞/BioNTech新冠加强剂量用于所有成年人的申请。《纽约时报》报道称，最早可能于周四做出决定。BioNTech盘前上涨1.6%，辉瑞上涨0.7%。</blockquote></p><p> <b>Roku(ROKU) </b>– The stock was downgraded to “sell” from “neutral” at Moffett Nathanson, which said signs of slowing revenue growth for the video streaming device maker have become more obvious and forced the firm to rethink its long-term assumptions. Roku shares fell 2.8% in premarket trading.</p><p><blockquote><b>Roku(Roku)</b>-Moffett Nathanson将该股评级从“中性”下调至“卖出”，该公司表示，这家视频流媒体设备制造商收入增长放缓的迹象变得更加明显，迫使该公司重新考虑其长期假设。Roku股价在盘前交易中下跌2.8%。</blockquote></p><p> <b>Baidu(BIDU)</b> – Baidu beat estimates on the top and bottom lines for its latest quarter, with the China-based e-commerce company benefiting from stronger ad sales as well as strength in cloud and artificial intelligence products. Baidu added 0.5% in the premarket.</p><p><blockquote><b>百度(BIDU)</b>-百度最近一个季度的营收和利润均超出预期，这家总部位于中国的电子商务公司受益于强劲的广告销售以及云和人工智能产品的实力。百度盘前上涨0.5%。</blockquote></p><p> <b>Visa(V)</b>&nbsp;–&nbsp;Visa&nbsp;fell 3.4% after Amazon.com&nbsp;said it would stop accepting credit cards issued by the world's largest payment processor in the United Kingdom from next year due to the high fees charged for transactions.</p><p><blockquote><b>签证(V)</b>-Visa跌3.4%，此前亚马逊表示，由于交易收取高额费用，将从明年起停止接受全球最大支付处理商英国发行的信用卡。</blockquote></p><p> <b>Boeing(BA)</b>&nbsp;–&nbsp;Wells Fargo&nbsp;upgraded shares of Boeing to overweight from equal weight, saying in a note to clients Wednesday that the company was set up for a stretch of good news following several years of underperformance.Boeing&nbsp;shares&nbsp;rose&nbsp;1.6%&nbsp;in premarket trading.</p><p><blockquote><b>波音(BA)</b>-富国银行周三在给客户的一份报告中表示，该公司在经历了几年的表现不佳后，已经准备好迎接一系列利好消息。波音股价在盘前交易中上涨1.</blockquote></p><p> <b>PayPal(PYPL)</b>&nbsp;–&nbsp;PayPal Holdings&nbsp;shares&nbsp;slip 2.3%&nbsp;in premarket trading after Bernstein analyst Harshita Rawat downgrades the stock to Market Perform from Outperform as change in the payments space accelerates putting PayPal at risk of being disrupted.</p><p><blockquote><b>PayPal(PYPL)</b>-PayPal控股公司股价在盘前交易中下跌2.3%，此前Bernstein分析师Harshita Rawat将该股评级从跑赢大盘下调至大盘表现，因为支付领域的变化加速，PayPal面临被扰乱的风险。</blockquote></p><p> <b>Lowe’s(LOW)</b> – Lowe’s rose 3.4% in the premarket after beating estimates on the top and bottom lines and raising its annual revenue forecast. The home improvement retailer earned an adjusted $2.73 per share for the third quarter, 37 cents above estimates, with comparable store sales up 2.2%. Analysts had expected comp sales to decline by 1.5%.</p><p><blockquote><b>劳氏（低）</b>-劳氏(Lowe's)在营收和利润超出预期并上调年收入预期后，盘前上涨3.4%。这家家居装修零售商第三季度调整后每股收益为2.73美元，比预期高出37美分，同店销售额增长2.2%。分析师此前预计公司销售额将下降1.5%。</blockquote></p><p> <b>Target(TGT)</b> – Target reported an adjusted quarterly profit of $3.03 per share, beating consensus estimates by 20 cents, with revenue also above Street projections. Comparable store sales rose 12.7% compared with forecasts of an 8.2% increase. Despite the beats, the retailer’s shares slid 3.7% in premarket action.</p><p><blockquote><b>目标（TGT）</b>-Target公布调整后季度利润为每股3.03美元，比市场普遍预期高出20美分，收入也高于华尔街预测。同店销售额增长12.7%，预期增长8.2%。尽管表现出色，该零售商的股价在盘前下跌了3.7%。</blockquote></p><p> <b>GlaxoSmithKline(GSK),Vir Biotechnology(VIR)</b> – The drug makers signed contracts to sell about $1 billion worth of their Covid-19 treatment to the U.S. government. The government also has an option to buy additional doses that last through March 2022. Glaxo was down 0.4% in premarket trading, but Vir’s stock soared 13.4%.</p><p><blockquote><b>葛兰素史克(GSK)、维尔生物技术(VIR)</b>-制药商签署了向美国政府出售价值约10亿美元的Covid-19治疗药物的合同。政府还可以选择购买持续到2022年3月的额外剂量。葛兰素史克在盘前交易中下跌0.4%，但Vir股价飙升13.4%。</blockquote></p><p> <b>Arrival(ARVL)</b>&nbsp;–&nbsp;Arrival&nbsp;stock&nbsp;tumbled&nbsp;13.4%&nbsp;in premarket trading.Arrival&nbsp;announced today the commencement of an underwritten public offering of 25,000,000 ordinary shares (the “Follow-on Offering”) pursuant to a registration statement on Form F-1 filed with&nbsp;SEC. In connection with the Follow-on Offering, Arrival intends to grant the underwriters the option to purchase up to 3,750,000 additional ordinary shares. All shares are being offered by Arrival.</p><p><blockquote><b>到达(ARVL)</b>Arrival股票在盘前交易中暴跌13.4%。Arrival今天宣布，根据向美国证券交易委员会提交的F-1表格登记声明，开始承销公开发行25,000,000股普通股（“后续发行”）。就后续发行而言，Arrival打算授予承销商购买最多3,750,000股额外普通股的选择权。所有股票均由Arrival发行。</blockquote></p><p> <b>La-Z-Boy(LZB)</b> – La-Z-Boy jumped 7.6% in premarket trading after the furniture maker beat estimates by 8 cents with a quarterly profit of 85 cents per share. Revenue also beat forecasts, and the company said it continues to see strong consumer demand although it has been impacted by supply chain disruptions.</p><p><blockquote><b>La-Z-Boy(LZB)</b>-La-Z-Boy在盘前交易中上涨7.6%，此前这家家具制造商超出预期8美分，季度利润为每股85美分。收入也超出了预期，该公司表示，尽管受到供应链中断的影响，但消费者需求仍然强劲。</blockquote></p><p></p><p> <b>Deere(DE) </b>– Deere workers will vote on a tentative contract offer today, after rejecting two previous tentative pacts. Those workers have been on strike since October 14.</p><p><blockquote><b>Deere（DE）</b>-在拒绝了之前的两项暂定协议后，Deere工人将于今天就暂定合同进行投票。这些工人自10月14日以来一直在罢工。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DE":"迪尔股份有限公司","LZB":"La-Z-Boy家具","TGT":"塔吉特","GSK":"葛兰素史克","BNTX":"BioNTech SE","BA":"波音","TSLA":"特斯拉",".DJI":"道琼斯","V":"Visa","PFE":"辉瑞","LOW":"劳氏",".IXIC":"NASDAQ Composite","ROKU":"Roku Inc",".SPX":"S&P 500 Index","RIVN":"Rivian Automotive, Inc.","BIDU":"百度","VIR":"Vir Biotechnology, Inc.","LCID":"Lucid Group Inc","PYPL":"PayPal"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102706296","content_text":"U.S. stock index futures were flat on Wednesday as investors fretted over early rate hikes by the Federal Reserve after strong retail earnings and data showed an economic recovery was on track.\nAt 08:00 a.m. ET, Dow e-minis were down 25 points, or 0.07%. S&P 500 e-minis were up 0.25 points, or 0.01% and Nasdaq 100 e-minis were up 24.25 points, or 0.15%.\n\nStocks making the biggest moves premarket:\nTesla(TSLA) – Tesla CEO Elon Musk sold another $973 million in Tesla stock to cover a tax bill generated by the exercise of options covering 2.1 million shares. Tesla rose 1.2% in premarket action.\nRivian(RIVN) – Rivian turned red from green in the premarket and has yet to experience a losing session since the electric vehicle maker went public last Wednesday. Rivian has been up about 15% in each of the past two trading days and closed Tuesday at $172.01 compared with its IPO price of $78.\nLucid Group(LCID) – The electric vehicle maker rose another 5.5% in the premarket following a nearly 24% surge Tuesday. Yesterday’s rally came amid Lucid’s statement that it was seeing “significant demand” for its Lucid Air model.\nPfizer(PFE),BioNTech(BNTX) – The FDA has promised a quick review of the application to approve the Pfizer/BioNTech Covid-19 booster dose for all adults. The New York Times reports that a decision could come as soon as Thursday. BioNTech rose 1.6% in the premarket, while Pfizer gained 0.7%.\nRoku(ROKU) – The stock was downgraded to “sell” from “neutral” at Moffett Nathanson, which said signs of slowing revenue growth for the video streaming device maker have become more obvious and forced the firm to rethink its long-term assumptions. Roku shares fell 2.8% in premarket trading.\nBaidu(BIDU) – Baidu beat estimates on the top and bottom lines for its latest quarter, with the China-based e-commerce company benefiting from stronger ad sales as well as strength in cloud and artificial intelligence products. Baidu added 0.5% in the premarket.\nVisa(V) – Visa fell 3.4% after Amazon.com said it would stop accepting credit cards issued by the world's largest payment processor in the United Kingdom from next year due to the high fees charged for transactions.\nBoeing(BA) – Wells Fargo upgraded shares of Boeing to overweight from equal weight, saying in a note to clients Wednesday that the company was set up for a stretch of good news following several years of underperformance.Boeing shares rose 1.6% in premarket trading.\nPayPal(PYPL) – PayPal Holdings shares slip 2.3% in premarket trading after Bernstein analyst Harshita Rawat downgrades the stock to Market Perform from Outperform as change in the payments space accelerates putting PayPal at risk of being disrupted.\nLowe’s(LOW) – Lowe’s rose 3.4% in the premarket after beating estimates on the top and bottom lines and raising its annual revenue forecast. The home improvement retailer earned an adjusted $2.73 per share for the third quarter, 37 cents above estimates, with comparable store sales up 2.2%. Analysts had expected comp sales to decline by 1.5%.\nTarget(TGT) – Target reported an adjusted quarterly profit of $3.03 per share, beating consensus estimates by 20 cents, with revenue also above Street projections. Comparable store sales rose 12.7% compared with forecasts of an 8.2% increase. Despite the beats, the retailer’s shares slid 3.7% in premarket action.\nGlaxoSmithKline(GSK),Vir Biotechnology(VIR) – The drug makers signed contracts to sell about $1 billion worth of their Covid-19 treatment to the U.S. government. The government also has an option to buy additional doses that last through March 2022. Glaxo was down 0.4% in premarket trading, but Vir’s stock soared 13.4%.\nArrival(ARVL) – Arrival stock tumbled 13.4% in premarket trading.Arrival announced today the commencement of an underwritten public offering of 25,000,000 ordinary shares (the “Follow-on Offering”) pursuant to a registration statement on Form F-1 filed with SEC. In connection with the Follow-on Offering, Arrival intends to grant the underwriters the option to purchase up to 3,750,000 additional ordinary shares. All shares are being offered by Arrival.\nLa-Z-Boy(LZB) – La-Z-Boy jumped 7.6% in premarket trading after the furniture maker beat estimates by 8 cents with a quarterly profit of 85 cents per share. Revenue also beat forecasts, and the company said it continues to see strong consumer demand although it has been impacted by supply chain disruptions.\nDeere(DE) – Deere workers will vote on a tentative contract offer today, after rejecting two previous tentative pacts. Those workers have been on strike since October 14.","news_type":1,"symbols_score_info":{"DE":0.9,"BNTX":0.9,".SPX":0.9,"ESmain":0.9,"ARVL":0.9,"LZB":0.9,"PFE":0.9,"LOW":0.9,"TSLA":0.9,"BIDU":0.9,"ROKU":0.9,".DJI":0.9,"RIVN":0.9,"LCID":0.9,"NQmain":0.9,"GSK":0.9,"PYPL":0.9,".IXIC":0.9,"V":0.9,"BA":0.9,"TGT":0.9,"YMmain":0.9,"VIR":0.9}},"isVote":1,"tweetType":1,"viewCount":5867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870546406,"gmtCreate":1636638746835,"gmtModify":1636638746835,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"Is&nbsp;this from bezinga pro？ Anyone know？","listText":"Is&nbsp;this from bezinga pro？ Anyone know？","text":"Is this from bezinga pro？ Anyone know？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870546406","repostId":"1156660858","repostType":2,"repost":{"id":"1156660858","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1636113788,"share":"https://www.laohu8.com/m/news/1156660858?lang=zh_CN&edition=full","pubTime":"2021-11-05 20:03","market":"us","language":"en","title":"Toplines Before US Market Open on Friday<blockquote>周五美国市场开盘前的营收</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156660858","media":"Tiger Newspress","summary":"Futures tracking the S&P 500 and Nasdaq indexes hit a record high on Friday, boosted by a batch of s","content":"<p>Futures tracking the S&amp;P 500 and Nasdaq indexes hit a record high on Friday, boosted by a batch of strong earnings reports and Pfizer, while investors looked to monthly employment data for clues on the pace of economic growth.</p><p><blockquote>受一批强劲财报和辉瑞的提振，跟踪标普500和纳斯达克指数的期货周五创下历史新高，而投资者则从月度就业数据中寻找经济增长步伐的线索。</blockquote></p><p> At 08:00 a.m. ET, Dow e-minis were up 54 points, or 0.15%, S&amp;P 500 e-minis were up 10.75 points, or 0.23%, and Nasdaq 100 e-minis were up 23.75 points, or 0.15%.</p><p><blockquote>截至美国东部时间上午08:00，道指e-mini上涨54点，涨幅0.15%，标普500 e-mini上涨10.75点，涨幅0.23%，纳斯达克100 e-mini上涨23.75点，涨幅0.15%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1e1332bf1b10c768776f84a7da4d481e\" tg-width=\"1080\" tg-height=\"390\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Travel stocks rose following the news, with American Airline , United Airlines, Delta Air Lines, cruise operators Carnival Corp and Norwegian Cruise rising between 2% and 4%.</p><p><blockquote>消息传出后，旅游股上涨，美国航空、联合航空、达美航空、邮轮运营商嘉年华公司和挪威邮轮上涨2%至4%。</blockquote></p><p> The U.S. economy added more jobs than expected in October while the unemployment rate fell to 4.6%, the Labor Department reported Friday.Nonfarm payrolls increased by 531,000 for the month, compared to the Dow Jones estimate of 450,000. The unemployment rate had been expected to edge down to 4.7%.</p><p><blockquote>美国劳工部周五报告称，10月份美国经济新增就业岗位超出预期，失业率降至4.6%。当月非农就业人数增加53.1万人，而道琼斯估计为45万人。失业率预计将小幅下降至4.7%。</blockquote></p><p> Meanwhile, the U.S. House of Representatives is expected to vote on Friday on the social policy and climate-change bill and a bipartisan infrastructure bill.</p><p><blockquote>与此同时，美国众议院预计将于周五就社会政策和气候变化法案以及两党基础设施法案进行投票。</blockquote></p><p> <b>Stocks making the biggest moves premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <b>Pfizer(PFE)</b> – The drug maker's shares surged 10.4% in premarket trading after a study showed that its experimental Covid-19 antiviral pill reduced the risk of hospitalization and death by nearly 90%. Pfizer said it will ask regulators to approve the pill as soon as possible.</p><p><blockquote><b>辉瑞(PFE)</b>-一项研究显示，该制药商的实验性Covid-19抗病毒药物可将住院和死亡风险降低近90%，该制药商的股价在盘前交易中飙升10.4%。辉瑞表示，将要求监管机构尽快批准该药物。</blockquote></p><p> <b>DraftKings(DKNG)</b> – The sports betting company’s stock slid 10% in the premarket after it reported a wider-than-expected loss and revenue that fell short of Street forecasts. DraftKings did raise the midpoint of its fiscal 2021 revenue guidance and said it expected a strong 2022.</p><p><blockquote><b>DraftKings(DKNG)</b>–这家体育博彩公司公布亏损超出预期且收入低于华尔街预测，该公司股价在盘前下跌10%。DraftKings确实提高了2021财年收入指引的中点，并表示预计2022财年将表现强劲。</blockquote></p><p> <b>Nvidia(NVDA)&nbsp;</b>–&nbsp;Nvidia shares rose&nbsp;3% in premarket trading Friday&nbsp;after a 12% rise yesterday.Well Fargo Securities analyst Aaron Rakers reiterated an Overweight rating on Nvidia and bumped up the price target from $245 to $320.</p><p><blockquote><b>英伟达(NVDA)</b>-英伟达股价继昨天上涨12%后，周五盘前交易中上涨3%。富国证券分析师Aaron Rakers重申了对英伟达的跑赢大盘评级，并将目标价从245美元上调至320美元。</blockquote></p><p> <b>Peloton(PTON)</b> – Peloton tumbled 33% in the premarket after the fitness equipment maker slashed its full-year sales forecast by $1 billion, amid slowing demand for bikes and treadmills. Peloton also reported a quarterly loss of $1.21 per share, wider than the $1.07 loss expected by analysts, and revenue fell short of estimates as well.</p><p><blockquote><b>Peloton(PTON)</b>-由于自行车和跑步机需求放缓，健身器材制造商Peloton将全年销售额预测下调了10亿美元，盘前股价暴跌33%。Peloton还报告季度每股亏损1.21美元，高于分析师预期的1.07美元，营收也低于预期。</blockquote></p><p> <b>Expedia(EXPE)</b> – Expedia earned an adjusted $3.53 per share for its latest quarter, well above the $1.65 consensus estimate. Revenue was also higher than expected, with the travel services company benefiting from the surge in travel demand. Expedia soared 13.7% in premarket trading.</p><p><blockquote><b>Expedia(EXPE)</b>-Expedia最近一个季度调整后每股收益为3.53美元，远高于市场普遍预期的1.65美元。收入也高于预期，这家旅游服务公司受益于旅行需求的激增。Expedia在盘前交易中飙升13.7%。</blockquote></p><p> <b>Airbnb(ABNB)</b> – Airbnb rallied 5.9% in the premarket as the travel-demand surge lifted sales and earnings beyond Wall Street forecasts. Airbnb earned $1.22 per share for its latest quarter, beating the $0.75 consensus estimate, with sales coming in at a record high. The company also said it expects a strong holiday season.</p><p><blockquote><b>爱彼迎(ABNB)</b>-爱彼迎盘前上涨5.9%，因旅游需求激增推动销售额和盈利超出华尔街预期。爱彼迎最近一个季度每股收益1.22美元，超过市场普遍预期的0.75美元，销售额创历史新高。该公司还表示，预计假期将会很强劲。</blockquote></p><p> <b>Uber Technologies(UBER) </b>– Uber reported its first profitable quarter on an adjusted basis, thanks to upbeat performances by its ride-sharing and food delivery services. It did post an overall loss due to the drop in value of its stake in China ride-hailing company&nbsp;Didi(DIDI). Uber rose 2.5% in premarket trading.</p><p><blockquote><b>优步科技(UBER)</b>-由于拼车和送餐服务的乐观表现，优步报告了调整后的第一个盈利季度。由于其在中国网约车公司滴滴（DIDI）的股份价值下跌，该公司确实出现了整体亏损。Uber在盘前交易中上涨2.5%。</blockquote></p><p> <b>Pinterest(PINS)</b> – Pinterest came in 5 cents above estimates with an adjusted quarterly profit of 28 cents per share, and the image-sharing site operator’s revenue also topped analyst forecasts. It is also predicting an upbeat current quarter as the online retailer spends more on holiday season ads. Pinterest jumped 3.8% in premarket action.</p><p><blockquote><b>Pinterest(PINS)</b>-Pinterest调整后季度利润为每股28美分，比预期高出5美分，这家图像共享网站运营商的收入也超出了分析师的预期。它还预测，随着这家在线零售商在假日广告上的支出增加，本季度将会乐观。Pinterest在盘前股价上涨3.8%。</blockquote></p><p> <b>Square(SQ)</b> -Square matched estimates with quarterly earnings of 37 cents per share, while the mobile payments company’s revenue missed forecasts. Square did see a nearly 60% rise in profit from a year earlier, thanks in large part to a surge in bitcoin transactions, but the stock dropped 3.5% in premarket trading.</p><p><blockquote><b>平方(SQ)</b>-Square的季度收益为每股37美分，符合预期，而这家移动支付公司的收入未达到预期。Square的利润确实较上年同期增长了近60%，这在很大程度上要归功于比特币交易的激增，但该股在盘前交易中下跌了3.5%。</blockquote></p><p> <b>Canopy Growth(CGC)</b> – The Canadian cannabis producer lost 3 cents per share for its latest quarter, smaller than the 20-cent loss expected by analysts. However, revenue fell short of estimates and the company flagged slower-than-expected revenue growth for the second half of fiscal 2022. The stock fell 2.7% in the premarket.</p><p><blockquote><b>冠层生长(CGC)</b>-这家加拿大大麻生产商最近一个季度每股亏损3美分，小于分析师预期的20美分亏损。然而，收入低于预期，该公司表示2022财年下半年的收入增长低于预期。该股盘前下跌2.7%。</blockquote></p><p> <b>Shake Shack(SHAK)</b> – Shake Shack reported a quarterly loss of 5 cents per share, 1 cent less than Wall Street had anticipated, but the restaurant chain’s sales missed analyst forecasts. Despite the revenue miss, Shake Shack rallied 7.6% in the premarket.</p><p><blockquote><b>Shake Shack(SHAK)</b>-Shake Shack公布季度每股亏损5美分，比华尔街预期少1美分，但该连锁餐厅的销售额未达到分析师预期。尽管营收未达预期，Shake Shack盘前仍上涨7.6%。</blockquote></p><p> <b>Canada Goose(GOOS)</b> – The outerwear maker reported an unexpected profit for its latest quarter along with better-than-expected revenue, and also raised its full-year forecast. Canada Goose also said it’s seeing an indication of a strong winter season, and shares jumped 7.4% in the premarket.</p><p><blockquote><b>加拿大鹅(GOOS)</b>-这家外套制造商公布了最近一个季度的意外利润以及好于预期的收入，并上调了全年预期。Canada Goose还表示，它看到了冬季强劲的迹象，股价在盘前上涨了7.4%。</blockquote></p><p></p><p> <b>Live Nation Entertainment(LYV) </b>– Live Nation shares rallied 5.4% in premarket action after the event promoter returned to profit amid a sales surge as live events returned. Results exceeded analyst estimates.</p><p><blockquote><b>现场国家娱乐(LYV)</b>-Live Nation股价在盘前上涨5.4%，此前随着现场活动回归，销售额激增，活动主办方恢复盈利。结果超出了分析师的预期。</blockquote></p><p> <b>Lions Gate Entertainment(LGF)</b> – The movie and tv studio is considering a sale or spin-off of its Starz premium cable channel, saying it sees the potential to unlock significant shareholder value. The stock surged 15.1% in the premarket.</p><p><blockquote><b>狮门娱乐(LGF)</b>-该电影和电视工作室正在考虑出售或分拆其Starz付费有线频道，称其看到了释放巨大股东价值的潜力。该股盘前飙升15.1%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines Before US Market Open on Friday<blockquote>周五美国市场开盘前的营收</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines Before US Market Open on Friday<blockquote>周五美国市场开盘前的营收</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-05 20:03</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Futures tracking the S&amp;P 500 and Nasdaq indexes hit a record high on Friday, boosted by a batch of strong earnings reports and Pfizer, while investors looked to monthly employment data for clues on the pace of economic growth.</p><p><blockquote>受一批强劲财报和辉瑞的提振，跟踪标普500和纳斯达克指数的期货周五创下历史新高，而投资者则从月度就业数据中寻找经济增长步伐的线索。</blockquote></p><p> At 08:00 a.m. ET, Dow e-minis were up 54 points, or 0.15%, S&amp;P 500 e-minis were up 10.75 points, or 0.23%, and Nasdaq 100 e-minis were up 23.75 points, or 0.15%.</p><p><blockquote>截至美国东部时间上午08:00，道指e-mini上涨54点，涨幅0.15%，标普500 e-mini上涨10.75点，涨幅0.23%，纳斯达克100 e-mini上涨23.75点，涨幅0.15%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1e1332bf1b10c768776f84a7da4d481e\" tg-width=\"1080\" tg-height=\"390\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Travel stocks rose following the news, with American Airline , United Airlines, Delta Air Lines, cruise operators Carnival Corp and Norwegian Cruise rising between 2% and 4%.</p><p><blockquote>消息传出后，旅游股上涨，美国航空、联合航空、达美航空、邮轮运营商嘉年华公司和挪威邮轮上涨2%至4%。</blockquote></p><p> The U.S. economy added more jobs than expected in October while the unemployment rate fell to 4.6%, the Labor Department reported Friday.Nonfarm payrolls increased by 531,000 for the month, compared to the Dow Jones estimate of 450,000. The unemployment rate had been expected to edge down to 4.7%.</p><p><blockquote>美国劳工部周五报告称，10月份美国经济新增就业岗位超出预期，失业率降至4.6%。当月非农就业人数增加53.1万人，而道琼斯估计为45万人。失业率预计将小幅下降至4.7%。</blockquote></p><p> Meanwhile, the U.S. House of Representatives is expected to vote on Friday on the social policy and climate-change bill and a bipartisan infrastructure bill.</p><p><blockquote>与此同时，美国众议院预计将于周五就社会政策和气候变化法案以及两党基础设施法案进行投票。</blockquote></p><p> <b>Stocks making the biggest moves premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <b>Pfizer(PFE)</b> – The drug maker's shares surged 10.4% in premarket trading after a study showed that its experimental Covid-19 antiviral pill reduced the risk of hospitalization and death by nearly 90%. Pfizer said it will ask regulators to approve the pill as soon as possible.</p><p><blockquote><b>辉瑞(PFE)</b>-一项研究显示，该制药商的实验性Covid-19抗病毒药物可将住院和死亡风险降低近90%，该制药商的股价在盘前交易中飙升10.4%。辉瑞表示，将要求监管机构尽快批准该药物。</blockquote></p><p> <b>DraftKings(DKNG)</b> – The sports betting company’s stock slid 10% in the premarket after it reported a wider-than-expected loss and revenue that fell short of Street forecasts. DraftKings did raise the midpoint of its fiscal 2021 revenue guidance and said it expected a strong 2022.</p><p><blockquote><b>DraftKings(DKNG)</b>–这家体育博彩公司公布亏损超出预期且收入低于华尔街预测，该公司股价在盘前下跌10%。DraftKings确实提高了2021财年收入指引的中点，并表示预计2022财年将表现强劲。</blockquote></p><p> <b>Nvidia(NVDA)&nbsp;</b>–&nbsp;Nvidia shares rose&nbsp;3% in premarket trading Friday&nbsp;after a 12% rise yesterday.Well Fargo Securities analyst Aaron Rakers reiterated an Overweight rating on Nvidia and bumped up the price target from $245 to $320.</p><p><blockquote><b>英伟达(NVDA)</b>-英伟达股价继昨天上涨12%后，周五盘前交易中上涨3%。富国证券分析师Aaron Rakers重申了对英伟达的跑赢大盘评级，并将目标价从245美元上调至320美元。</blockquote></p><p> <b>Peloton(PTON)</b> – Peloton tumbled 33% in the premarket after the fitness equipment maker slashed its full-year sales forecast by $1 billion, amid slowing demand for bikes and treadmills. Peloton also reported a quarterly loss of $1.21 per share, wider than the $1.07 loss expected by analysts, and revenue fell short of estimates as well.</p><p><blockquote><b>Peloton(PTON)</b>-由于自行车和跑步机需求放缓，健身器材制造商Peloton将全年销售额预测下调了10亿美元，盘前股价暴跌33%。Peloton还报告季度每股亏损1.21美元，高于分析师预期的1.07美元，营收也低于预期。</blockquote></p><p> <b>Expedia(EXPE)</b> – Expedia earned an adjusted $3.53 per share for its latest quarter, well above the $1.65 consensus estimate. Revenue was also higher than expected, with the travel services company benefiting from the surge in travel demand. Expedia soared 13.7% in premarket trading.</p><p><blockquote><b>Expedia(EXPE)</b>-Expedia最近一个季度调整后每股收益为3.53美元，远高于市场普遍预期的1.65美元。收入也高于预期，这家旅游服务公司受益于旅行需求的激增。Expedia在盘前交易中飙升13.7%。</blockquote></p><p> <b>Airbnb(ABNB)</b> – Airbnb rallied 5.9% in the premarket as the travel-demand surge lifted sales and earnings beyond Wall Street forecasts. Airbnb earned $1.22 per share for its latest quarter, beating the $0.75 consensus estimate, with sales coming in at a record high. The company also said it expects a strong holiday season.</p><p><blockquote><b>爱彼迎(ABNB)</b>-爱彼迎盘前上涨5.9%，因旅游需求激增推动销售额和盈利超出华尔街预期。爱彼迎最近一个季度每股收益1.22美元，超过市场普遍预期的0.75美元，销售额创历史新高。该公司还表示，预计假期将会很强劲。</blockquote></p><p> <b>Uber Technologies(UBER) </b>– Uber reported its first profitable quarter on an adjusted basis, thanks to upbeat performances by its ride-sharing and food delivery services. It did post an overall loss due to the drop in value of its stake in China ride-hailing company&nbsp;Didi(DIDI). Uber rose 2.5% in premarket trading.</p><p><blockquote><b>优步科技(UBER)</b>-由于拼车和送餐服务的乐观表现，优步报告了调整后的第一个盈利季度。由于其在中国网约车公司滴滴（DIDI）的股份价值下跌，该公司确实出现了整体亏损。Uber在盘前交易中上涨2.5%。</blockquote></p><p> <b>Pinterest(PINS)</b> – Pinterest came in 5 cents above estimates with an adjusted quarterly profit of 28 cents per share, and the image-sharing site operator’s revenue also topped analyst forecasts. It is also predicting an upbeat current quarter as the online retailer spends more on holiday season ads. Pinterest jumped 3.8% in premarket action.</p><p><blockquote><b>Pinterest(PINS)</b>-Pinterest调整后季度利润为每股28美分，比预期高出5美分，这家图像共享网站运营商的收入也超出了分析师的预期。它还预测，随着这家在线零售商在假日广告上的支出增加，本季度将会乐观。Pinterest在盘前股价上涨3.8%。</blockquote></p><p> <b>Square(SQ)</b> -Square matched estimates with quarterly earnings of 37 cents per share, while the mobile payments company’s revenue missed forecasts. Square did see a nearly 60% rise in profit from a year earlier, thanks in large part to a surge in bitcoin transactions, but the stock dropped 3.5% in premarket trading.</p><p><blockquote><b>平方(SQ)</b>-Square的季度收益为每股37美分，符合预期，而这家移动支付公司的收入未达到预期。Square的利润确实较上年同期增长了近60%，这在很大程度上要归功于比特币交易的激增，但该股在盘前交易中下跌了3.5%。</blockquote></p><p> <b>Canopy Growth(CGC)</b> – The Canadian cannabis producer lost 3 cents per share for its latest quarter, smaller than the 20-cent loss expected by analysts. However, revenue fell short of estimates and the company flagged slower-than-expected revenue growth for the second half of fiscal 2022. The stock fell 2.7% in the premarket.</p><p><blockquote><b>冠层生长(CGC)</b>-这家加拿大大麻生产商最近一个季度每股亏损3美分，小于分析师预期的20美分亏损。然而，收入低于预期，该公司表示2022财年下半年的收入增长低于预期。该股盘前下跌2.7%。</blockquote></p><p> <b>Shake Shack(SHAK)</b> – Shake Shack reported a quarterly loss of 5 cents per share, 1 cent less than Wall Street had anticipated, but the restaurant chain’s sales missed analyst forecasts. Despite the revenue miss, Shake Shack rallied 7.6% in the premarket.</p><p><blockquote><b>Shake Shack(SHAK)</b>-Shake Shack公布季度每股亏损5美分，比华尔街预期少1美分，但该连锁餐厅的销售额未达到分析师预期。尽管营收未达预期，Shake Shack盘前仍上涨7.6%。</blockquote></p><p> <b>Canada Goose(GOOS)</b> – The outerwear maker reported an unexpected profit for its latest quarter along with better-than-expected revenue, and also raised its full-year forecast. Canada Goose also said it’s seeing an indication of a strong winter season, and shares jumped 7.4% in the premarket.</p><p><blockquote><b>加拿大鹅(GOOS)</b>-这家外套制造商公布了最近一个季度的意外利润以及好于预期的收入，并上调了全年预期。Canada Goose还表示，它看到了冬季强劲的迹象，股价在盘前上涨了7.4%。</blockquote></p><p></p><p> <b>Live Nation Entertainment(LYV) </b>– Live Nation shares rallied 5.4% in premarket action after the event promoter returned to profit amid a sales surge as live events returned. Results exceeded analyst estimates.</p><p><blockquote><b>现场国家娱乐(LYV)</b>-Live Nation股价在盘前上涨5.4%，此前随着现场活动回归，销售额激增，活动主办方恢复盈利。结果超出了分析师的预期。</blockquote></p><p> <b>Lions Gate Entertainment(LGF)</b> – The movie and tv studio is considering a sale or spin-off of its Starz premium cable channel, saying it sees the potential to unlock significant shareholder value. The stock surged 15.1% in the premarket.</p><p><blockquote><b>狮门娱乐(LGF)</b>-该电影和电视工作室正在考虑出售或分拆其Starz付费有线频道，称其看到了释放巨大股东价值的潜力。该股盘前飙升15.1%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PTON":"Peloton Interactive, Inc.","NVDA":"英伟达","DKNG":"DraftKings Inc.",".SPX":"S&P 500 Index","PFE":"辉瑞","PINS":"Pinterest, Inc.","LYV":"Live Nation Entertainment","SHAK":"Shake Shack Inc","CGC":"Canopy Growth Corporation","UBER":"优步",".DJI":"道琼斯","GOOS":"加拿大鹅",".IXIC":"NASDAQ Composite","EXPE":"Expedia"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156660858","content_text":"Futures tracking the S&P 500 and Nasdaq indexes hit a record high on Friday, boosted by a batch of strong earnings reports and Pfizer, while investors looked to monthly employment data for clues on the pace of economic growth.\nAt 08:00 a.m. ET, Dow e-minis were up 54 points, or 0.15%, S&P 500 e-minis were up 10.75 points, or 0.23%, and Nasdaq 100 e-minis were up 23.75 points, or 0.15%.\n\nTravel stocks rose following the news, with American Airline , United Airlines, Delta Air Lines, cruise operators Carnival Corp and Norwegian Cruise rising between 2% and 4%.\nThe U.S. economy added more jobs than expected in October while the unemployment rate fell to 4.6%, the Labor Department reported Friday.Nonfarm payrolls increased by 531,000 for the month, compared to the Dow Jones estimate of 450,000. The unemployment rate had been expected to edge down to 4.7%.\nMeanwhile, the U.S. House of Representatives is expected to vote on Friday on the social policy and climate-change bill and a bipartisan infrastructure bill.\nStocks making the biggest moves premarket:\nPfizer(PFE) – The drug maker's shares surged 10.4% in premarket trading after a study showed that its experimental Covid-19 antiviral pill reduced the risk of hospitalization and death by nearly 90%. Pfizer said it will ask regulators to approve the pill as soon as possible.\nDraftKings(DKNG) – The sports betting company’s stock slid 10% in the premarket after it reported a wider-than-expected loss and revenue that fell short of Street forecasts. DraftKings did raise the midpoint of its fiscal 2021 revenue guidance and said it expected a strong 2022.\nNvidia(NVDA) – Nvidia shares rose 3% in premarket trading Friday after a 12% rise yesterday.Well Fargo Securities analyst Aaron Rakers reiterated an Overweight rating on Nvidia and bumped up the price target from $245 to $320.\nPeloton(PTON) – Peloton tumbled 33% in the premarket after the fitness equipment maker slashed its full-year sales forecast by $1 billion, amid slowing demand for bikes and treadmills. Peloton also reported a quarterly loss of $1.21 per share, wider than the $1.07 loss expected by analysts, and revenue fell short of estimates as well.\nExpedia(EXPE) – Expedia earned an adjusted $3.53 per share for its latest quarter, well above the $1.65 consensus estimate. Revenue was also higher than expected, with the travel services company benefiting from the surge in travel demand. Expedia soared 13.7% in premarket trading.\nAirbnb(ABNB) – Airbnb rallied 5.9% in the premarket as the travel-demand surge lifted sales and earnings beyond Wall Street forecasts. Airbnb earned $1.22 per share for its latest quarter, beating the $0.75 consensus estimate, with sales coming in at a record high. The company also said it expects a strong holiday season.\nUber Technologies(UBER) – Uber reported its first profitable quarter on an adjusted basis, thanks to upbeat performances by its ride-sharing and food delivery services. It did post an overall loss due to the drop in value of its stake in China ride-hailing company Didi(DIDI). Uber rose 2.5% in premarket trading.\nPinterest(PINS) – Pinterest came in 5 cents above estimates with an adjusted quarterly profit of 28 cents per share, and the image-sharing site operator’s revenue also topped analyst forecasts. It is also predicting an upbeat current quarter as the online retailer spends more on holiday season ads. Pinterest jumped 3.8% in premarket action.\nSquare(SQ) -Square matched estimates with quarterly earnings of 37 cents per share, while the mobile payments company’s revenue missed forecasts. Square did see a nearly 60% rise in profit from a year earlier, thanks in large part to a surge in bitcoin transactions, but the stock dropped 3.5% in premarket trading.\nCanopy Growth(CGC) – The Canadian cannabis producer lost 3 cents per share for its latest quarter, smaller than the 20-cent loss expected by analysts. However, revenue fell short of estimates and the company flagged slower-than-expected revenue growth for the second half of fiscal 2022. The stock fell 2.7% in the premarket.\nShake Shack(SHAK) – Shake Shack reported a quarterly loss of 5 cents per share, 1 cent less than Wall Street had anticipated, but the restaurant chain’s sales missed analyst forecasts. Despite the revenue miss, Shake Shack rallied 7.6% in the premarket.\nCanada Goose(GOOS) – The outerwear maker reported an unexpected profit for its latest quarter along with better-than-expected revenue, and also raised its full-year forecast. Canada Goose also said it’s seeing an indication of a strong winter season, and shares jumped 7.4% in the premarket.\nLive Nation Entertainment(LYV) – Live Nation shares rallied 5.4% in premarket action after the event promoter returned to profit amid a sales surge as live events returned. Results exceeded analyst estimates.\nLions Gate Entertainment(LGF) – The movie and tv studio is considering a sale or spin-off of its Starz premium cable channel, saying it sees the potential to unlock significant shareholder value. 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call？老巫婆唱多，苹果car旧消息又来，周一amd苏妈，周二nvda大会？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842515301","isVote":1,"tweetType":1,"viewCount":2699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846247604,"gmtCreate":1636090539432,"gmtModify":1636090539432,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"说这么多还不如直接qqq","listText":"说这么多还不如直接qqq","text":"说这么多还不如直接qqq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846247604","repostId":"2181612716","repostType":2,"isVote":1,"tweetType":1,"viewCount":2712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848237116,"gmtCreate":1636000375437,"gmtModify":1636000375437,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"做市商？","listText":"做市商？","text":"做市商？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848237116","repostId":"2180776698","repostType":4,"repost":{"id":"2180776698","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1045080548","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1635992455,"share":"https://www.laohu8.com/m/news/2180776698?lang=zh_CN&edition=full","pubTime":"2021-11-04 10:20","market":"sh","language":"zh","title":"巨头“大本营”曝光：三条马路撼动A股成交","url":"https://stock-news.laohu8.com/highlight/detail?id=2180776698","media":"华尔街见闻","summary":"根据交易公开交易信息的统计显示，北京市丰台区宋庄路、上海市黄浦区湖滨路、深圳市罗湖区深南东路是目前量化机构最为聚集的“大本营”。由于规模快速扩张，以及这家机构的策略变化，明汯等量化机构在A股公司的“曝光度”骤然上升。据仓位在线，截至三季度末，九坤51次出现在上市公司十大股东行列，成为“曝光度”最高的百亿量化机构。中国中金财富证券北京宋庄路营业部成交额位列第九，但其上榜次数位列全市场前五。","content":"<p>A股市场约有10%~20%的成交被量化交易占据，这渐渐成为行业共识。</p>\n<p>但究竟是哪些机构、哪些地区的交易更加关键呢？</p>\n<p>日前对相关信息的综合分析揭开了这个秘密。</p>\n<p>根据交易公开交易信息的统计显示，<b>北京市丰台区宋庄路、上海市黄浦区湖滨路、深圳市罗湖区深南东路</b>是目前量化机构最为聚集的“大本营”。</p>\n<p>这些路上的券商营业部，成为了量化机构最为偏爱的“通道”，进而也对沪深两市有着举足轻重的地位。</p>\n<p>这背后究竟又有什么不为人知的趣事呢？</p>\n<p><b>01</b></p>\n<p><b>头部阵营“显山露水”</b></p>\n<p>上市公司三季报中，百亿量化私募进入诸多公司的十大股东行列。追踪背后的龙虎榜席位，总能见到上述所在地营业部的“高频”身影。</p>\n<p>这其中，管理规模超百亿元的本土量化私募曝光频率最高，尤其是规模最居前的<b>幻方量化、明汯投资、九坤投资、灵均投资</b>等机构。</p>\n<p>上述机构此前在市场内不显山露水，真正崛起就是去年。</p>\n<p>当时，中国出现首家千亿规模的内资量化机构——明汯投资。</p>\n<p>由于规模快速扩张，以及这家机构的策略变化，明汯等量化机构在A股公司的“曝光度”骤然上升。</p>\n<p>以去年四季度末为例，明汯投资出现在约120家上市公司大股东名单中，这个数字远远超出主观选股型私募基金。</p>\n<p><b>02</b></p>\n<p><b>大型机构“轮流曝光”</b></p>\n<p>除了过去一年有些波折的明汯外，目前规模超千亿的幻方量化，在去年末“曝光度”也很高，出现在40家上市公司大股东名单。</p>\n<p>此外，总体规模紧随幻方之后的九坤投资（超500亿规模），也有一定的曝光次数（不及20次）。</p>\n<p>另一家规模与九坤相当的灵均投资，去年持仓最为隐蔽，只出现一家上市公司的十大股东行列。</p>\n<p>然而，今年的主角开始变化。</p>\n<p><b>上半年起，九坤投资的曝光次数就开始超过明汯、幻方。据仓位在线，截至三季度末，九坤51次出现在上市公司十大股东行列，成为“曝光度”最高的百亿量化机构。</b></p>\n<p><b>03</b></p>\n<p><b>九坤的“地盘”</b></p>\n<p>那么九坤等领头羊量化机构，究竟是在哪些营业部跑道上“狂奔”呢？</p>\n<p>根据公开信息，九坤投资在三季度的重仓持股与下列部分营业部的交易有明显的频率重合。</p>\n<p>具体情况如下：</p>\n<p><img src=\"https://static.tigerbbs.com/7b232227f9a70646e428091883bd1002\" tg-width=\"537\" tg-height=\"1266\" referrerpolicy=\"no-referrer\">虽然，<b>上述席位的交易无法就此确定一定为九坤所为，但确实，这些席位之间的明显重合关系，让人觉得背后自有故事。</b></p>\n<p>比如，上述九坤投资的持股席位中，在龙虎榜出现频率较高的营业部有三家，<b>包括中国国际金融上海黄浦区湖滨路营业部、<a href=\"https://laohu8.com/S/601688\">华泰证券</a>股份有限公司总部、中国中金财富证券北京宋庄路营业部。</b></p>\n<p>在<a href=\"https://laohu8.com/S/688597\">煜邦电力</a>、<a href=\"https://laohu8.com/S/688560\">明冠新材</a>、<a href=\"https://laohu8.com/S/688676\">金盘科技</a>、<a href=\"https://laohu8.com/S/688669\">聚石化学</a>、杭州热点等五家九坤投资持有的公司中，上述三家营业部均同时出现在龙虎榜。</p>\n<p>此外，<a href=\"https://laohu8.com/S/600999\">招商证券</a>深圳<a href=\"https://laohu8.com/S/06099\">招商证券</a>大厦营业部也现身龙虎榜，但在九坤持仓公司的出现频率低于上述三家营业部。</p>\n<p><b>04</b></p>\n<p><b>“量化地盘”举足轻重</b></p>\n<p>值得注意的是，九坤投资使用的营业部席位，在A股市场扮演举足轻重的地位。</p>\n<p>据开源证券的一篇研报，截至今年10月15日，年内登上龙虎榜交易金额的前二十大营业部中，量化机构使用的三家营业部位列全市场前五位。（剔除了沪深股通、机构专用、<a href=\"https://laohu8.com/S/300059\">东方财富</a>拉萨等营业部）<img src=\"https://static.tigerbbs.com/67bba4767cb6410da7efacd99562fa68\" tg-width=\"686\" tg-height=\"380\" referrerpolicy=\"no-referrer\">上文提及的三家与九坤重仓股相关的营业部中，中国国际金融上海黄浦区湖滨路营业部成交金额高居市场第二，贡献了279.7亿元成交额，上榜次数超过1000次。</p>\n<p><a href=\"https://laohu8.com/S/06886\">华泰证券</a>股份有限公司总部上榜次数高达965次，年内成交额达到195.3亿元。</p>\n<p>中国中金财富证券北京宋庄路营业部成交额位列第九，但其上榜次数位列全市场前五。</p>\n<p>上图还指出招商证券深圳深南东路营业部也是量化私募席位。</p>\n<p>这家卖方机构研究指出：上述四家量化私募营业部的上榜次数要显著高于其他知名游资营业部。原因可能是量化私募采用程序化量化交易进行交易，因此在上榜个股覆盖度上要高于普通主动型营业部。<img src=\"https://static.tigerbbs.com/7c4506e038f443128838a0a7c1bb66de\" tg-width=\"953\" tg-height=\"290\" referrerpolicy=\"no-referrer\">此外，报告还认为，上述四个量化私募营业部相互之间协同次数很高，进一步印证了它们很可能都是相关私募的关联席位。</p>\n<p>虽然，量化投资机构们的营业部似乎开始在A股市场中扮演越来越重要的角色，但考虑到分散、系统决策等因素，它们对市场整体涨跌的趋势性影响仍未明显。而因此，它们的未来发展或也不可限量。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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巨头“大本营”曝光：三条马路撼动A股成交\n</h2>\n\n<h4 class=\"meta\">\n\n2021-11-04 10:20 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A股市场约有10%~20%的成交被量化交易占据，这渐渐成为行业共识。\n但究竟是哪些机构、哪些地区的交易更加关键呢？\n日前对相关信息的综合分析揭开了这个秘密。\n根据交易公开交易信息的统计显示，北京市丰台区宋庄路、上海市黄浦区湖滨路、深圳市罗湖区深南东路是目前量化机构最为聚集的“大本营”。\n这些路上的券商营业部，成为了量化机构最为偏爱的“通道”，进而也对沪深两市有着举足轻重的地位。\n这背后究竟又有什么...</p>\n\n<a href=\"None\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/95414d8312d8ee2d8fac46fd621f61e7","relate_stocks":{"000001.SH":"上证指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2180776698","content_text":"A股市场约有10%~20%的成交被量化交易占据，这渐渐成为行业共识。\n但究竟是哪些机构、哪些地区的交易更加关键呢？\n日前对相关信息的综合分析揭开了这个秘密。\n根据交易公开交易信息的统计显示，北京市丰台区宋庄路、上海市黄浦区湖滨路、深圳市罗湖区深南东路是目前量化机构最为聚集的“大本营”。\n这些路上的券商营业部，成为了量化机构最为偏爱的“通道”，进而也对沪深两市有着举足轻重的地位。\n这背后究竟又有什么不为人知的趣事呢？\n01\n头部阵营“显山露水”\n上市公司三季报中，百亿量化私募进入诸多公司的十大股东行列。追踪背后的龙虎榜席位，总能见到上述所在地营业部的“高频”身影。\n这其中，管理规模超百亿元的本土量化私募曝光频率最高，尤其是规模最居前的幻方量化、明汯投资、九坤投资、灵均投资等机构。\n上述机构此前在市场内不显山露水，真正崛起就是去年。\n当时，中国出现首家千亿规模的内资量化机构——明汯投资。\n由于规模快速扩张，以及这家机构的策略变化，明汯等量化机构在A股公司的“曝光度”骤然上升。\n以去年四季度末为例，明汯投资出现在约120家上市公司大股东名单中，这个数字远远超出主观选股型私募基金。\n02\n大型机构“轮流曝光”\n除了过去一年有些波折的明汯外，目前规模超千亿的幻方量化，在去年末“曝光度”也很高，出现在40家上市公司大股东名单。\n此外，总体规模紧随幻方之后的九坤投资（超500亿规模），也有一定的曝光次数（不及20次）。\n另一家规模与九坤相当的灵均投资，去年持仓最为隐蔽，只出现一家上市公司的十大股东行列。\n然而，今年的主角开始变化。\n上半年起，九坤投资的曝光次数就开始超过明汯、幻方。据仓位在线，截至三季度末，九坤51次出现在上市公司十大股东行列，成为“曝光度”最高的百亿量化机构。\n03\n九坤的“地盘”\n那么九坤等领头羊量化机构，究竟是在哪些营业部跑道上“狂奔”呢？\n根据公开信息，九坤投资在三季度的重仓持股与下列部分营业部的交易有明显的频率重合。\n具体情况如下：\n虽然，上述席位的交易无法就此确定一定为九坤所为，但确实，这些席位之间的明显重合关系，让人觉得背后自有故事。\n比如，上述九坤投资的持股席位中，在龙虎榜出现频率较高的营业部有三家，包括中国国际金融上海黄浦区湖滨路营业部、华泰证券股份有限公司总部、中国中金财富证券北京宋庄路营业部。\n在煜邦电力、明冠新材、金盘科技、聚石化学、杭州热点等五家九坤投资持有的公司中，上述三家营业部均同时出现在龙虎榜。\n此外，招商证券深圳招商证券大厦营业部也现身龙虎榜，但在九坤持仓公司的出现频率低于上述三家营业部。\n04\n“量化地盘”举足轻重\n值得注意的是，九坤投资使用的营业部席位，在A股市场扮演举足轻重的地位。\n据开源证券的一篇研报，截至今年10月15日，年内登上龙虎榜交易金额的前二十大营业部中，量化机构使用的三家营业部位列全市场前五位。（剔除了沪深股通、机构专用、东方财富拉萨等营业部）上文提及的三家与九坤重仓股相关的营业部中，中国国际金融上海黄浦区湖滨路营业部成交金额高居市场第二，贡献了279.7亿元成交额，上榜次数超过1000次。\n华泰证券股份有限公司总部上榜次数高达965次，年内成交额达到195.3亿元。\n中国中金财富证券北京宋庄路营业部成交额位列第九，但其上榜次数位列全市场前五。\n上图还指出招商证券深圳深南东路营业部也是量化私募席位。\n这家卖方机构研究指出：上述四家量化私募营业部的上榜次数要显著高于其他知名游资营业部。原因可能是量化私募采用程序化量化交易进行交易，因此在上榜个股覆盖度上要高于普通主动型营业部。此外，报告还认为，上述四个量化私募营业部相互之间协同次数很高，进一步印证了它们很可能都是相关私募的关联席位。\n虽然，量化投资机构们的营业部似乎开始在A股市场中扮演越来越重要的角色，但考虑到分散、系统决策等因素，它们对市场整体涨跌的趋势性影响仍未明显。而因此，它们的未来发展或也不可限量。","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":3358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851605647,"gmtCreate":1634899080405,"gmtModify":1634899080405,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576271371799841","idStr":"3576271371799841"},"themes":[],"htmlText":"<a 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target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a> 欧盘最高31.7美金，收盘30美金https://www.boerse-frankfurt.de/equity/amc-entertainment-HLDGS-A","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a> 欧盘最高31.7美金，收盘30美金https://www.boerse-frankfurt.de/equity/amc-entertainment-HLDGS-A","text":"$AMC院线(AMC)$ 欧盘最高31.7美金，收盘30美金https://www.boerse-frankfurt.de/equity/amc-entertainment-HLDGS-A","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/110243935","isVote":1,"tweetType":1,"viewCount":3562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":198353636,"gmtCreate":1620932328925,"gmtModify":1620932328925,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576271371799841","authorIdStr":"3576271371799841"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> 可以抄底一波赌财报","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> 可以抄底一波赌财报","text":"$Coinbase Global, Inc.(COIN)$ 可以抄底一波赌财报","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/198353636","isVote":1,"tweetType":1,"viewCount":3989,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558795426584813","authorId":"3558795426584813","name":"卡库卡酷","avatar":"https://static.tigerbbs.com/a2354e8c5584d4f792c75f6afb6435c7","crmLevel":1,"crmLevelSwitch":0,"idStr":"3558795426584813","authorIdStr":"3558795426584813"},"content":"所以，默默地……跌了一点？","text":"所以，默默地……跌了一点？","html":"所以，默默地……跌了一点？"},{"author":{"id":"3437440049226598","authorId":"3437440049226598","name":"青青草","avatar":"https://static.tigerbbs.com/523efd53e6b68dc4b5d94695ec5f2caa","crmLevel":1,"crmLevelSwitch":0,"idStr":"3437440049226598","authorIdStr":"3437440049226598"},"content":"几点出财报","text":"几点出财报","html":"几点出财报"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878370906,"gmtCreate":1637155163348,"gmtModify":1637155163348,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576271371799841","authorIdStr":"3576271371799841"},"themes":[],"htmlText":"终于等到你更新","listText":"终于等到你更新","text":"终于等到你更新","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/878370906","repostId":"1102706296","repostType":2,"repost":{"id":"1102706296","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1637154279,"share":"https://www.laohu8.com/m/news/1102706296?lang=zh_CN&edition=full","pubTime":"2021-11-17 21:04","market":"us","language":"en","title":"Toplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1102706296","media":"Tiger Newspress","summary":"U.S. stock index futures were flat on Wednesday as investors fretted over early rate hikes by the Federal Reserve after strong retail earnings and data showed an economic recovery was on track.At 08:00 a.m. ET, Dow e-minis were down 25 points, or 0.07%. S&P 500 e-minis were up 0.25 points, or 0.01% and Nasdaq 100 e-minis were up 24.25 points, or 0.15%.Tesla – Tesla CEO Elon Musk sold another $973 million in Tesla stock to cover a tax bill generated by the exercise of options covering 2.1 million","content":"<p>U.S. stock index futures were flat on Wednesday as investors fretted over early rate hikes by the Federal Reserve after strong retail earnings and data showed an economic recovery was on track.</p><p><blockquote>美国股指期货周三持平，因强劲的零售盈利和数据显示经济复苏步入正轨后，投资者对美联储提前加息感到担忧。</blockquote></p><p> At 08:00 a.m. ET, Dow e-minis were down 25 points, or 0.07%. S&amp;P 500 e-minis were up 0.25 points, or 0.01% and Nasdaq 100 e-minis were up 24.25 points, or 0.15%.</p><p><blockquote>美国东部时间上午08:00，道琼斯电子迷你指数下跌25点，跌幅0.07%。标普500 e-mini上涨0.25点，涨幅0.01%，纳斯达克100 e-mini上涨24.25点，涨幅0.15%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3313a552f1f185ff01396db4679b33e7\" tg-width=\"1080\" tg-height=\"411\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Stocks making the biggest moves premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <b>Tesla(TSLA)</b> – Tesla CEO Elon Musk sold another $973 million in Tesla stock to cover a tax bill generated by the exercise of options covering 2.1 million shares. Tesla rose 1.2% in premarket action.</p><p><blockquote><b>特斯拉(TSLA)</b>——特斯拉CEO Elon Musk又出售了9.73亿美元的特斯拉股票，以支付因行使涵盖210万股股票的期权而产生的税单。特斯拉在盘前上涨1.2%。</blockquote></p><p> <b>Rivian(RIVN)</b> – Rivian turned red from green in the premarket and has yet to experience a losing session since the electric vehicle maker went public last Wednesday. Rivian has been up about 15% in each of the past two trading days and closed Tuesday at $172.01 compared with its IPO price of $78.</p><p><blockquote><b>Rivian(RIVN)</b>-Rivian在盘前由绿转红，自这家电动汽车制造商上周三上市以来尚未经历过亏损。Rivian在过去两个交易日中每个交易日均上涨约15%，周二收盘价为172.01美元，而其IPO价格为78美元。</blockquote></p><p> <b>Lucid Group(LCID)</b> – The electric vehicle maker rose another 5.5% in the premarket following a nearly 24% surge Tuesday. Yesterday’s rally came amid Lucid’s statement that it was seeing “significant demand” for its Lucid Air model.</p><p><blockquote><b>Lucid集团(LCID)</b>–这家电动汽车制造商继周二飙升近24%后，盘前又上涨5.5%。昨天的上涨是在Lucid声明看到对其Lucid Air型号的“巨大需求”之际发生的。</blockquote></p><p> <b>Pfizer(PFE),BioNTech(BNTX)</b> – The FDA has promised a quick review of the application to approve the Pfizer/BioNTech Covid-19 booster dose for all adults. The New York Times reports that a decision could come as soon as Thursday. BioNTech rose 1.6% in the premarket, while Pfizer gained 0.7%.</p><p><blockquote><b>辉瑞(PFE)、BioNTech(BNTX)</b>-FDA承诺快速审查批准辉瑞/BioNTech新冠加强剂量用于所有成年人的申请。《纽约时报》报道称，最早可能于周四做出决定。BioNTech盘前上涨1.6%，辉瑞上涨0.7%。</blockquote></p><p> <b>Roku(ROKU) </b>– The stock was downgraded to “sell” from “neutral” at Moffett Nathanson, which said signs of slowing revenue growth for the video streaming device maker have become more obvious and forced the firm to rethink its long-term assumptions. Roku shares fell 2.8% in premarket trading.</p><p><blockquote><b>Roku(Roku)</b>-Moffett Nathanson将该股评级从“中性”下调至“卖出”，该公司表示，这家视频流媒体设备制造商收入增长放缓的迹象变得更加明显，迫使该公司重新考虑其长期假设。Roku股价在盘前交易中下跌2.8%。</blockquote></p><p> <b>Baidu(BIDU)</b> – Baidu beat estimates on the top and bottom lines for its latest quarter, with the China-based e-commerce company benefiting from stronger ad sales as well as strength in cloud and artificial intelligence products. Baidu added 0.5% in the premarket.</p><p><blockquote><b>百度(BIDU)</b>-百度最近一个季度的营收和利润均超出预期，这家总部位于中国的电子商务公司受益于强劲的广告销售以及云和人工智能产品的实力。百度盘前上涨0.5%。</blockquote></p><p> <b>Visa(V)</b>&nbsp;–&nbsp;Visa&nbsp;fell 3.4% after Amazon.com&nbsp;said it would stop accepting credit cards issued by the world's largest payment processor in the United Kingdom from next year due to the high fees charged for transactions.</p><p><blockquote><b>签证(V)</b>-Visa跌3.4%，此前亚马逊表示，由于交易收取高额费用，将从明年起停止接受全球最大支付处理商英国发行的信用卡。</blockquote></p><p> <b>Boeing(BA)</b>&nbsp;–&nbsp;Wells Fargo&nbsp;upgraded shares of Boeing to overweight from equal weight, saying in a note to clients Wednesday that the company was set up for a stretch of good news following several years of underperformance.Boeing&nbsp;shares&nbsp;rose&nbsp;1.6%&nbsp;in premarket trading.</p><p><blockquote><b>波音(BA)</b>-富国银行周三在给客户的一份报告中表示，该公司在经历了几年的表现不佳后，已经准备好迎接一系列利好消息。波音股价在盘前交易中上涨1.</blockquote></p><p> <b>PayPal(PYPL)</b>&nbsp;–&nbsp;PayPal Holdings&nbsp;shares&nbsp;slip 2.3%&nbsp;in premarket trading after Bernstein analyst Harshita Rawat downgrades the stock to Market Perform from Outperform as change in the payments space accelerates putting PayPal at risk of being disrupted.</p><p><blockquote><b>PayPal(PYPL)</b>-PayPal控股公司股价在盘前交易中下跌2.3%，此前Bernstein分析师Harshita Rawat将该股评级从跑赢大盘下调至大盘表现，因为支付领域的变化加速，PayPal面临被扰乱的风险。</blockquote></p><p> <b>Lowe’s(LOW)</b> – Lowe’s rose 3.4% in the premarket after beating estimates on the top and bottom lines and raising its annual revenue forecast. The home improvement retailer earned an adjusted $2.73 per share for the third quarter, 37 cents above estimates, with comparable store sales up 2.2%. Analysts had expected comp sales to decline by 1.5%.</p><p><blockquote><b>劳氏（低）</b>-劳氏(Lowe's)在营收和利润超出预期并上调年收入预期后，盘前上涨3.4%。这家家居装修零售商第三季度调整后每股收益为2.73美元，比预期高出37美分，同店销售额增长2.2%。分析师此前预计公司销售额将下降1.5%。</blockquote></p><p> <b>Target(TGT)</b> – Target reported an adjusted quarterly profit of $3.03 per share, beating consensus estimates by 20 cents, with revenue also above Street projections. Comparable store sales rose 12.7% compared with forecasts of an 8.2% increase. Despite the beats, the retailer’s shares slid 3.7% in premarket action.</p><p><blockquote><b>目标（TGT）</b>-Target公布调整后季度利润为每股3.03美元，比市场普遍预期高出20美分，收入也高于华尔街预测。同店销售额增长12.7%，预期增长8.2%。尽管表现出色，该零售商的股价在盘前下跌了3.7%。</blockquote></p><p> <b>GlaxoSmithKline(GSK),Vir Biotechnology(VIR)</b> – The drug makers signed contracts to sell about $1 billion worth of their Covid-19 treatment to the U.S. government. The government also has an option to buy additional doses that last through March 2022. Glaxo was down 0.4% in premarket trading, but Vir’s stock soared 13.4%.</p><p><blockquote><b>葛兰素史克(GSK)、维尔生物技术(VIR)</b>-制药商签署了向美国政府出售价值约10亿美元的Covid-19治疗药物的合同。政府还可以选择购买持续到2022年3月的额外剂量。葛兰素史克在盘前交易中下跌0.4%，但Vir股价飙升13.4%。</blockquote></p><p> <b>Arrival(ARVL)</b>&nbsp;–&nbsp;Arrival&nbsp;stock&nbsp;tumbled&nbsp;13.4%&nbsp;in premarket trading.Arrival&nbsp;announced today the commencement of an underwritten public offering of 25,000,000 ordinary shares (the “Follow-on Offering”) pursuant to a registration statement on Form F-1 filed with&nbsp;SEC. In connection with the Follow-on Offering, Arrival intends to grant the underwriters the option to purchase up to 3,750,000 additional ordinary shares. All shares are being offered by Arrival.</p><p><blockquote><b>到达(ARVL)</b>Arrival股票在盘前交易中暴跌13.4%。Arrival今天宣布，根据向美国证券交易委员会提交的F-1表格登记声明，开始承销公开发行25,000,000股普通股（“后续发行”）。就后续发行而言，Arrival打算授予承销商购买最多3,750,000股额外普通股的选择权。所有股票均由Arrival发行。</blockquote></p><p> <b>La-Z-Boy(LZB)</b> – La-Z-Boy jumped 7.6% in premarket trading after the furniture maker beat estimates by 8 cents with a quarterly profit of 85 cents per share. Revenue also beat forecasts, and the company said it continues to see strong consumer demand although it has been impacted by supply chain disruptions.</p><p><blockquote><b>La-Z-Boy(LZB)</b>-La-Z-Boy在盘前交易中上涨7.6%，此前这家家具制造商超出预期8美分，季度利润为每股85美分。收入也超出了预期，该公司表示，尽管受到供应链中断的影响，但消费者需求仍然强劲。</blockquote></p><p></p><p> <b>Deere(DE) </b>– Deere workers will vote on a tentative contract offer today, after rejecting two previous tentative pacts. Those workers have been on strike since October 14.</p><p><blockquote><b>Deere（DE）</b>-在拒绝了之前的两项暂定协议后，Deere工人将于今天就暂定合同进行投票。这些工人自10月14日以来一直在罢工。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-17 21:04</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S. stock index futures were flat on Wednesday as investors fretted over early rate hikes by the Federal Reserve after strong retail earnings and data showed an economic recovery was on track.</p><p><blockquote>美国股指期货周三持平，因强劲的零售盈利和数据显示经济复苏步入正轨后，投资者对美联储提前加息感到担忧。</blockquote></p><p> At 08:00 a.m. ET, Dow e-minis were down 25 points, or 0.07%. S&amp;P 500 e-minis were up 0.25 points, or 0.01% and Nasdaq 100 e-minis were up 24.25 points, or 0.15%.</p><p><blockquote>美国东部时间上午08:00，道琼斯电子迷你指数下跌25点，跌幅0.07%。标普500 e-mini上涨0.25点，涨幅0.01%，纳斯达克100 e-mini上涨24.25点，涨幅0.15%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3313a552f1f185ff01396db4679b33e7\" tg-width=\"1080\" tg-height=\"411\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Stocks making the biggest moves premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <b>Tesla(TSLA)</b> – Tesla CEO Elon Musk sold another $973 million in Tesla stock to cover a tax bill generated by the exercise of options covering 2.1 million shares. Tesla rose 1.2% in premarket action.</p><p><blockquote><b>特斯拉(TSLA)</b>——特斯拉CEO Elon Musk又出售了9.73亿美元的特斯拉股票，以支付因行使涵盖210万股股票的期权而产生的税单。特斯拉在盘前上涨1.2%。</blockquote></p><p> <b>Rivian(RIVN)</b> – Rivian turned red from green in the premarket and has yet to experience a losing session since the electric vehicle maker went public last Wednesday. Rivian has been up about 15% in each of the past two trading days and closed Tuesday at $172.01 compared with its IPO price of $78.</p><p><blockquote><b>Rivian(RIVN)</b>-Rivian在盘前由绿转红，自这家电动汽车制造商上周三上市以来尚未经历过亏损。Rivian在过去两个交易日中每个交易日均上涨约15%，周二收盘价为172.01美元，而其IPO价格为78美元。</blockquote></p><p> <b>Lucid Group(LCID)</b> – The electric vehicle maker rose another 5.5% in the premarket following a nearly 24% surge Tuesday. Yesterday’s rally came amid Lucid’s statement that it was seeing “significant demand” for its Lucid Air model.</p><p><blockquote><b>Lucid集团(LCID)</b>–这家电动汽车制造商继周二飙升近24%后，盘前又上涨5.5%。昨天的上涨是在Lucid声明看到对其Lucid Air型号的“巨大需求”之际发生的。</blockquote></p><p> <b>Pfizer(PFE),BioNTech(BNTX)</b> – The FDA has promised a quick review of the application to approve the Pfizer/BioNTech Covid-19 booster dose for all adults. The New York Times reports that a decision could come as soon as Thursday. BioNTech rose 1.6% in the premarket, while Pfizer gained 0.7%.</p><p><blockquote><b>辉瑞(PFE)、BioNTech(BNTX)</b>-FDA承诺快速审查批准辉瑞/BioNTech新冠加强剂量用于所有成年人的申请。《纽约时报》报道称，最早可能于周四做出决定。BioNTech盘前上涨1.6%，辉瑞上涨0.7%。</blockquote></p><p> <b>Roku(ROKU) </b>– The stock was downgraded to “sell” from “neutral” at Moffett Nathanson, which said signs of slowing revenue growth for the video streaming device maker have become more obvious and forced the firm to rethink its long-term assumptions. Roku shares fell 2.8% in premarket trading.</p><p><blockquote><b>Roku(Roku)</b>-Moffett Nathanson将该股评级从“中性”下调至“卖出”，该公司表示，这家视频流媒体设备制造商收入增长放缓的迹象变得更加明显，迫使该公司重新考虑其长期假设。Roku股价在盘前交易中下跌2.8%。</blockquote></p><p> <b>Baidu(BIDU)</b> – Baidu beat estimates on the top and bottom lines for its latest quarter, with the China-based e-commerce company benefiting from stronger ad sales as well as strength in cloud and artificial intelligence products. Baidu added 0.5% in the premarket.</p><p><blockquote><b>百度(BIDU)</b>-百度最近一个季度的营收和利润均超出预期，这家总部位于中国的电子商务公司受益于强劲的广告销售以及云和人工智能产品的实力。百度盘前上涨0.5%。</blockquote></p><p> <b>Visa(V)</b>&nbsp;–&nbsp;Visa&nbsp;fell 3.4% after Amazon.com&nbsp;said it would stop accepting credit cards issued by the world's largest payment processor in the United Kingdom from next year due to the high fees charged for transactions.</p><p><blockquote><b>签证(V)</b>-Visa跌3.4%，此前亚马逊表示，由于交易收取高额费用，将从明年起停止接受全球最大支付处理商英国发行的信用卡。</blockquote></p><p> <b>Boeing(BA)</b>&nbsp;–&nbsp;Wells Fargo&nbsp;upgraded shares of Boeing to overweight from equal weight, saying in a note to clients Wednesday that the company was set up for a stretch of good news following several years of underperformance.Boeing&nbsp;shares&nbsp;rose&nbsp;1.6%&nbsp;in premarket trading.</p><p><blockquote><b>波音(BA)</b>-富国银行周三在给客户的一份报告中表示，该公司在经历了几年的表现不佳后，已经准备好迎接一系列利好消息。波音股价在盘前交易中上涨1.</blockquote></p><p> <b>PayPal(PYPL)</b>&nbsp;–&nbsp;PayPal Holdings&nbsp;shares&nbsp;slip 2.3%&nbsp;in premarket trading after Bernstein analyst Harshita Rawat downgrades the stock to Market Perform from Outperform as change in the payments space accelerates putting PayPal at risk of being disrupted.</p><p><blockquote><b>PayPal(PYPL)</b>-PayPal控股公司股价在盘前交易中下跌2.3%，此前Bernstein分析师Harshita Rawat将该股评级从跑赢大盘下调至大盘表现，因为支付领域的变化加速，PayPal面临被扰乱的风险。</blockquote></p><p> <b>Lowe’s(LOW)</b> – Lowe’s rose 3.4% in the premarket after beating estimates on the top and bottom lines and raising its annual revenue forecast. The home improvement retailer earned an adjusted $2.73 per share for the third quarter, 37 cents above estimates, with comparable store sales up 2.2%. Analysts had expected comp sales to decline by 1.5%.</p><p><blockquote><b>劳氏（低）</b>-劳氏(Lowe's)在营收和利润超出预期并上调年收入预期后，盘前上涨3.4%。这家家居装修零售商第三季度调整后每股收益为2.73美元，比预期高出37美分，同店销售额增长2.2%。分析师此前预计公司销售额将下降1.5%。</blockquote></p><p> <b>Target(TGT)</b> – Target reported an adjusted quarterly profit of $3.03 per share, beating consensus estimates by 20 cents, with revenue also above Street projections. Comparable store sales rose 12.7% compared with forecasts of an 8.2% increase. Despite the beats, the retailer’s shares slid 3.7% in premarket action.</p><p><blockquote><b>目标（TGT）</b>-Target公布调整后季度利润为每股3.03美元，比市场普遍预期高出20美分，收入也高于华尔街预测。同店销售额增长12.7%，预期增长8.2%。尽管表现出色，该零售商的股价在盘前下跌了3.7%。</blockquote></p><p> <b>GlaxoSmithKline(GSK),Vir Biotechnology(VIR)</b> – The drug makers signed contracts to sell about $1 billion worth of their Covid-19 treatment to the U.S. government. The government also has an option to buy additional doses that last through March 2022. Glaxo was down 0.4% in premarket trading, but Vir’s stock soared 13.4%.</p><p><blockquote><b>葛兰素史克(GSK)、维尔生物技术(VIR)</b>-制药商签署了向美国政府出售价值约10亿美元的Covid-19治疗药物的合同。政府还可以选择购买持续到2022年3月的额外剂量。葛兰素史克在盘前交易中下跌0.4%，但Vir股价飙升13.4%。</blockquote></p><p> <b>Arrival(ARVL)</b>&nbsp;–&nbsp;Arrival&nbsp;stock&nbsp;tumbled&nbsp;13.4%&nbsp;in premarket trading.Arrival&nbsp;announced today the commencement of an underwritten public offering of 25,000,000 ordinary shares (the “Follow-on Offering”) pursuant to a registration statement on Form F-1 filed with&nbsp;SEC. In connection with the Follow-on Offering, Arrival intends to grant the underwriters the option to purchase up to 3,750,000 additional ordinary shares. All shares are being offered by Arrival.</p><p><blockquote><b>到达(ARVL)</b>Arrival股票在盘前交易中暴跌13.4%。Arrival今天宣布，根据向美国证券交易委员会提交的F-1表格登记声明，开始承销公开发行25,000,000股普通股（“后续发行”）。就后续发行而言，Arrival打算授予承销商购买最多3,750,000股额外普通股的选择权。所有股票均由Arrival发行。</blockquote></p><p> <b>La-Z-Boy(LZB)</b> – La-Z-Boy jumped 7.6% in premarket trading after the furniture maker beat estimates by 8 cents with a quarterly profit of 85 cents per share. Revenue also beat forecasts, and the company said it continues to see strong consumer demand although it has been impacted by supply chain disruptions.</p><p><blockquote><b>La-Z-Boy(LZB)</b>-La-Z-Boy在盘前交易中上涨7.6%，此前这家家具制造商超出预期8美分，季度利润为每股85美分。收入也超出了预期，该公司表示，尽管受到供应链中断的影响，但消费者需求仍然强劲。</blockquote></p><p></p><p> <b>Deere(DE) </b>– Deere workers will vote on a tentative contract offer today, after rejecting two previous tentative pacts. Those workers have been on strike since October 14.</p><p><blockquote><b>Deere（DE）</b>-在拒绝了之前的两项暂定协议后，Deere工人将于今天就暂定合同进行投票。这些工人自10月14日以来一直在罢工。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DE":"迪尔股份有限公司","LZB":"La-Z-Boy家具","TGT":"塔吉特","GSK":"葛兰素史克","BNTX":"BioNTech SE","BA":"波音","TSLA":"特斯拉",".DJI":"道琼斯","V":"Visa","PFE":"辉瑞","LOW":"劳氏",".IXIC":"NASDAQ Composite","ROKU":"Roku Inc",".SPX":"S&P 500 Index","RIVN":"Rivian Automotive, Inc.","BIDU":"百度","VIR":"Vir Biotechnology, Inc.","LCID":"Lucid Group Inc","PYPL":"PayPal"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102706296","content_text":"U.S. stock index futures were flat on Wednesday as investors fretted over early rate hikes by the Federal Reserve after strong retail earnings and data showed an economic recovery was on track.\nAt 08:00 a.m. ET, Dow e-minis were down 25 points, or 0.07%. S&P 500 e-minis were up 0.25 points, or 0.01% and Nasdaq 100 e-minis were up 24.25 points, or 0.15%.\n\nStocks making the biggest moves premarket:\nTesla(TSLA) – Tesla CEO Elon Musk sold another $973 million in Tesla stock to cover a tax bill generated by the exercise of options covering 2.1 million shares. Tesla rose 1.2% in premarket action.\nRivian(RIVN) – Rivian turned red from green in the premarket and has yet to experience a losing session since the electric vehicle maker went public last Wednesday. Rivian has been up about 15% in each of the past two trading days and closed Tuesday at $172.01 compared with its IPO price of $78.\nLucid Group(LCID) – The electric vehicle maker rose another 5.5% in the premarket following a nearly 24% surge Tuesday. Yesterday’s rally came amid Lucid’s statement that it was seeing “significant demand” for its Lucid Air model.\nPfizer(PFE),BioNTech(BNTX) – The FDA has promised a quick review of the application to approve the Pfizer/BioNTech Covid-19 booster dose for all adults. The New York Times reports that a decision could come as soon as Thursday. BioNTech rose 1.6% in the premarket, while Pfizer gained 0.7%.\nRoku(ROKU) – The stock was downgraded to “sell” from “neutral” at Moffett Nathanson, which said signs of slowing revenue growth for the video streaming device maker have become more obvious and forced the firm to rethink its long-term assumptions. Roku shares fell 2.8% in premarket trading.\nBaidu(BIDU) – Baidu beat estimates on the top and bottom lines for its latest quarter, with the China-based e-commerce company benefiting from stronger ad sales as well as strength in cloud and artificial intelligence products. Baidu added 0.5% in the premarket.\nVisa(V) – Visa fell 3.4% after Amazon.com said it would stop accepting credit cards issued by the world's largest payment processor in the United Kingdom from next year due to the high fees charged for transactions.\nBoeing(BA) – Wells Fargo upgraded shares of Boeing to overweight from equal weight, saying in a note to clients Wednesday that the company was set up for a stretch of good news following several years of underperformance.Boeing shares rose 1.6% in premarket trading.\nPayPal(PYPL) – PayPal Holdings shares slip 2.3% in premarket trading after Bernstein analyst Harshita Rawat downgrades the stock to Market Perform from Outperform as change in the payments space accelerates putting PayPal at risk of being disrupted.\nLowe’s(LOW) – Lowe’s rose 3.4% in the premarket after beating estimates on the top and bottom lines and raising its annual revenue forecast. The home improvement retailer earned an adjusted $2.73 per share for the third quarter, 37 cents above estimates, with comparable store sales up 2.2%. Analysts had expected comp sales to decline by 1.5%.\nTarget(TGT) – Target reported an adjusted quarterly profit of $3.03 per share, beating consensus estimates by 20 cents, with revenue also above Street projections. Comparable store sales rose 12.7% compared with forecasts of an 8.2% increase. Despite the beats, the retailer’s shares slid 3.7% in premarket action.\nGlaxoSmithKline(GSK),Vir Biotechnology(VIR) – The drug makers signed contracts to sell about $1 billion worth of their Covid-19 treatment to the U.S. government. The government also has an option to buy additional doses that last through March 2022. Glaxo was down 0.4% in premarket trading, but Vir’s stock soared 13.4%.\nArrival(ARVL) – Arrival stock tumbled 13.4% in premarket trading.Arrival announced today the commencement of an underwritten public offering of 25,000,000 ordinary shares (the “Follow-on Offering”) pursuant to a registration statement on Form F-1 filed with SEC. In connection with the Follow-on Offering, Arrival intends to grant the underwriters the option to purchase up to 3,750,000 additional ordinary shares. All shares are being offered by Arrival.\nLa-Z-Boy(LZB) – La-Z-Boy jumped 7.6% in premarket trading after the furniture maker beat estimates by 8 cents with a quarterly profit of 85 cents per share. Revenue also beat forecasts, and the company said it continues to see strong consumer demand although it has been impacted by supply chain disruptions.\nDeere(DE) – Deere workers will vote on a tentative contract offer today, after rejecting two previous tentative pacts. Those workers have been on strike since October 14.","news_type":1,"symbols_score_info":{"DE":0.9,"BNTX":0.9,".SPX":0.9,"ESmain":0.9,"ARVL":0.9,"LZB":0.9,"PFE":0.9,"LOW":0.9,"TSLA":0.9,"BIDU":0.9,"ROKU":0.9,".DJI":0.9,"RIVN":0.9,"LCID":0.9,"NQmain":0.9,"GSK":0.9,"PYPL":0.9,".IXIC":0.9,"V":0.9,"BA":0.9,"TGT":0.9,"YMmain":0.9,"VIR":0.9}},"isVote":1,"tweetType":1,"viewCount":5867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":113759664,"gmtCreate":1622641812358,"gmtModify":1622641812444,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576271371799841","authorIdStr":"3576271371799841"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a> 手握1亿资金你赶上40我就砸","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a> 手握1亿资金你赶上40我就砸","text":"$AMC院线(AMC)$ 手握1亿资金你赶上40我就砸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/113759664","isVote":1,"tweetType":1,"viewCount":2157,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556107184919133","authorId":"3556107184919133","name":"华尔街赌侠","avatar":"https://static.tigerbbs.com/cb24ac14e4f20e195c988697b5e1547e","crmLevel":7,"crmLevelSwitch":1,"idStr":"3556107184919133","authorIdStr":"3556107184919133"},"content":"这疯了一个[笑哭]","text":"这疯了一个[笑哭]","html":"这疯了一个[笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":113746194,"gmtCreate":1622642202218,"gmtModify":1622642202218,"author":{"id":"3576271371799841","authorId":"3576271371799841","name":"坐火箭指哪打哪","avatar":"https://static.tigerbbs.com/0f8a327ccbdc11b0a9c4825726580961","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576271371799841","authorIdStr":"3576271371799841"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a> ？？？？今天我为你们借来85w空票，你们就这点能耐？加油让多军个个爆仓","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a> ？？？？今天我为你们借来85w空票，你们就这点能耐？加油让多军个个爆仓","text":"$AMC院线(AMC)$ ？？？？今天我为你们借来85w空票，你们就这点能耐？加油让多军个个爆仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/113746194","isVote":1,"tweetType":1,"viewCount":2586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}