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Blackgarlic

Blackgarlic

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2021-10-11

$AMC Entertainment(AMC)$😇

2021-09-11

2021-09-06

$Uber(UBER)$be strong

2021-08-28

Yhanks

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2021-08-24

Thanks

@韭菜投资学:大跌之后，有了点新想法

2021-08-23

Oversold, time to buy

2021-08-14

Great

2021-08-02

💪🏻

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2021-08-02

Great

Surface Duo 2将至，微软手机的野望仍未熄灭

2021-08-02

Great

全球最大铜矿工人决定罢工，铜价会受影响吗？

2021-08-01

加油

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2021-07-28

Great

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2021-07-28

$XIAOMI-W(01810)$up

2021-07-28

Great

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2021-07-28

Thanks

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2021-07-27

Great

China electric cars: Li Auto gets nod for IPO, dual primary listing in Hong Kong

2021-07-26

Like

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2021-07-26

Good

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2021-07-26

Like

Oil Edges Higher With Robust Demand Outlook Clouded by Delta

2021-07-24

Great

Amazon Stock: This Is How Subscriptions Matter

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我比较了两个策略的长期表现。 第一个策略叫“追成长”。在每年年初，选出上市已经满3年，且过去3年中，每年扣非净利润增速都超过30%的股票。 这其中，还要排除一些微利的伪成长股，比如有的公司一年就赚100万，第二年一下子赚了300万，好家伙增幅200%。增速虽然高，但净利润金额太少，这种就不是真成长，要剔除。我要求，过去三年每年的扣非净利润，每年至少都要有5000万。 这样筛选出来的股票，就构成一个股票池，代表业绩持续高成长股。 第二个策略叫“捡便宜”。在每年年初，选出上市已经满5年，且市盈率PE处于过去5年10%分位以下的，也就是要求该股票的PE估值，比过去5年90%的时候都低。 同样，为了避免一些微利的小股票干扰，仍然要求过去三年每年的扣非净利润，至少都要有5000万。 这样筛选出来的股票，构成第二个股票池，代表低估值股。 每年年初，都这么选出两个组合，然后以5年为期限，观察5年后它们的收益表现。 我先贴结果，追成长组合表现如下表。说下这个表怎么看，以第一行2012年为例，意思就是2012年初买入当时选出的追成长组合，持有5年，组合内股票的平均涨幅、中位数涨幅是多少，我还列了同期沪深300指数的涨幅作为参考。初始PE中位数，是买入组合时成分股PE的中位数，5年后PE中位数就是5年后的。第二行2013年，就是2013年初选出组合买入持有5年的情况，后面以此类推，只做到2016年，是因为2017年再买的话，到现在满不了5年。 接下来是捡便宜组合的表现： 我说下结论和分析： 1. 无论是追成长组合，还是捡便宜组合，也无论从哪一年开始买，持有5年后，平均涨幅都好于中位数涨幅。 这是个很有意义的结论。平均涨幅，就是把组合内所有股票的涨幅做算数平均，就相当于一开始每个股票都买了相同金额，最后获得的收益率。而中位数","listText":"今天股市大跌，我一边吃面，一边做了个数据分析，发现了不少有意思的结论。 我比较了两个策略的长期表现。 第一个策略叫“追成长”。在每年年初，选出上市已经满3年，且过去3年中，每年扣非净利润增速都超过30%的股票。 这其中，还要排除一些微利的伪成长股，比如有的公司一年就赚100万，第二年一下子赚了300万，好家伙增幅200%。增速虽然高，但净利润金额太少，这种就不是真成长，要剔除。我要求，过去三年每年的扣非净利润，每年至少都要有5000万。 这样筛选出来的股票，就构成一个股票池，代表业绩持续高成长股。 第二个策略叫“捡便宜”。在每年年初，选出上市已经满5年，且市盈率PE处于过去5年10%分位以下的，也就是要求该股票的PE估值，比过去5年90%的时候都低。 同样，为了避免一些微利的小股票干扰，仍然要求过去三年每年的扣非净利润，至少都要有5000万。 这样筛选出来的股票，构成第二个股票池，代表低估值股。 每年年初，都这么选出两个组合，然后以5年为期限，观察5年后它们的收益表现。 我先贴结果，追成长组合表现如下表。说下这个表怎么看，以第一行2012年为例，意思就是2012年初买入当时选出的追成长组合，持有5年，组合内股票的平均涨幅、中位数涨幅是多少，我还列了同期沪深300指数的涨幅作为参考。初始PE中位数，是买入组合时成分股PE的中位数，5年后PE中位数就是5年后的。第二行2013年，就是2013年初选出组合买入持有5年的情况，后面以此类推，只做到2016年，是因为2017年再买的话，到现在满不了5年。 接下来是捡便宜组合的表现： 我说下结论和分析： 1. 无论是追成长组合，还是捡便宜组合，也无论从哪一年开始买，持有5年后，平均涨幅都好于中位数涨幅。 这是个很有意义的结论。平均涨幅，就是把组合内所有股票的涨幅做算数平均，就相当于一开始每个股票都买了相同金额，最后获得的收益率。而中位数","text":"今天股市大跌，我一边吃面，一边做了个数据分析，发现了不少有意思的结论。 我比较了两个策略的长期表现。 第一个策略叫“追成长”。在每年年初，选出上市已经满3年，且过去3年中，每年扣非净利润增速都超过30%的股票。 这其中，还要排除一些微利的伪成长股，比如有的公司一年就赚100万，第二年一下子赚了300万，好家伙增幅200%。增速虽然高，但净利润金额太少，这种就不是真成长，要剔除。我要求，过去三年每年的扣非净利润，每年至少都要有5000万。 这样筛选出来的股票，就构成一个股票池，代表业绩持续高成长股。 第二个策略叫“捡便宜”。在每年年初，选出上市已经满5年，且市盈率PE处于过去5年10%分位以下的，也就是要求该股票的PE估值，比过去5年90%的时候都低。 同样，为了避免一些微利的小股票干扰，仍然要求过去三年每年的扣非净利润，至少都要有5000万。 这样筛选出来的股票，构成第二个股票池，代表低估值股。 每年年初，都这么选出两个组合，然后以5年为期限，观察5年后它们的收益表现。 我先贴结果，追成长组合表现如下表。说下这个表怎么看，以第一行2012年为例，意思就是2012年初买入当时选出的追成长组合，持有5年，组合内股票的平均涨幅、中位数涨幅是多少，我还列了同期沪深300指数的涨幅作为参考。初始PE中位数，是买入组合时成分股PE的中位数，5年后PE中位数就是5年后的。第二行2013年，就是2013年初选出组合买入持有5年的情况，后面以此类推，只做到2016年，是因为2017年再买的话，到现在满不了5年。 接下来是捡便宜组合的表现： 我说下结论和分析： 1. 无论是追成长组合，还是捡便宜组合，也无论从哪一年开始买，持有5年后，平均涨幅都好于中位数涨幅。 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08:10","market":"hk","language":"zh","title":"Surface Duo 2将至，微软手机的野望仍未熄灭","url":"https://stock-news.laohu8.com/highlight/detail?id=2156016299","media":"三易生活","summary":"如今对于微软来说，智能手机产品线或依旧还存在一定的价值。","content":"<p>一直以来，<a href=\"https://laohu8.com/S/MSFT\">微软</a>给外界的印象就是其在软件行业取得了空前的成功，Windows、Office，乃至让其重返巅峰的Azure莫不如此，但在硬件领域，微软的表现就有些一言难尽了。例如其在2019年夏季发布的Surface Duo，几乎就堪称是微软不堪回首的一场败局。<img src=\"https://static.tigerbbs.com/53185a6f569398396796bd0fb4dfe1fe\" tg-width=\"600\" tg-height=\"450\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">作为消费者期盼已久的“Surface Phone”，Surface Duo却并没有为其在移动端打开局面，反而收获了来自例如CNBC、瘾科技等媒体“不成熟，不建议购买”的评价。事实上，Surface Duo的价格走势或许能够在一定程度上反应其受欢迎程度，在上市一个月后，这款机型的价格就由1399.9美元降至1199.9美元，一年后更是低至409.99美元。</p>\n<p>如此惊人的价格跳水幅度其实已经能够说明问题，Surface Duo并没有受到消费者的青睐。然而，在Surface Duo市场表现不佳，以及微软方面已经确定为双屏设备研发的Windows 10X不会作为一款独立操作系统发布，而是将其关键功能带到Windows 10与其他产品中后，当外界认为Surface Duo将重蹈微软手环、Surface RT的覆辙时，日前Surface Duo 2的相关信息却被海外科技媒体The Verge曝光了。<img src=\"https://static.tigerbbs.com/e6e888188b23906f700e3b8da68e4be9\" tg-width=\"600\" tg-height=\"414\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>根据此次曝光的信息显示，Surface Duo 2延续了双屏的机身形态，并没有采用当下主流折叠屏设计，后摄模组从单摄升级为主摄+超广角+长焦的三摄，搭载<a href=\"https://laohu8.com/S/QCOM\">高通</a>骁龙888主控，支持NFC，预装Android 11操作系统，支持侧置式指纹识别。从这些来看不难发现，Surface Duo 2的升级更多集中在硬件配置方面。</p>\n<p>但在外界看来，微软选择在Surface Duo 2做上出这样的改变，颇有些“头痛医头，脚痛医脚”。此前Surface Duo为什么会出现遭受场冷遇，其实性价比低是一个非常关键的问题。作为一款售价近1400美元、媲美顶配版iPhone12 Pro Max的产品，微软在这款2019年夏季发布、2020年9月开售的Surface Duo上犯了硬件严重落伍的错误。</p>\n<p><img src=\"https://static.tigerbbs.com/5175e915ed5d4a87d081a8adf9c47f8b\" tg-width=\"600\" tg-height=\"399\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>在核心硬件上，Surface Duo由两块单独的5.6英寸AMOLED屏幕组成，机身展开时能够连接在一起成为一块8.1英寸的大尺寸屏幕，搭载高通骁龙855主控，电池容量为3577mAh，配备了1100万像素的单摄，支持18W快充、Wi-Fi5、蓝牙5.0等功能，但并不支持5G网络及NFC。</p>\n<p>如果Surface Duo能够在2019年秋季上线，这样的硬件配置确实还有一定的吸引力，但是在2020年下半年，当配备骁龙865 Plus的Android旗舰产品出炉后，以上千美元的价格购买一台这款机型，显然对于消费者的说服力是不够的，并且在折叠屏机型经过了近两年的发展后，消费者更愿意看到的是一整块不会被铰链分割，能够弯折的屏幕，而且在当时，市场上还有产品力更强的<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>Galaxy Z Fold 2可供选择。</p>\n<p><img src=\"https://static.tigerbbs.com/52fcc11ef82cbd649e3f922d0e7491ff\" tg-width=\"600\" tg-height=\"407\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>当然，即便在2019年夏季发布Surface Duo时，微软方面或许也没有想过以配置制胜，其对于Surface Duo的定位是能帮助用户重新思考如何使用“口袋里的设备”，而不是单纯地定义为一款折叠屏机型。微软硬件部门主管Panos Panay在此前接受The Verge采访时就曾表示，“用手机等类似词汇来为Surface Duo下定义往往有一定局限性，我也很抵触这样的说法。”</p>\n<p>根据Panos Panay的说法，Surface Duo是为微软应用生态服务的。利用双屏形态在生产力场景下，在多任务处理上的优势，来承载起自身应用生态无疑是微软方面的想法，而官方描述的一边进行Teams会议、一边使用OneNote记笔记的场景也很有画面感。所以本质上来说，Surface Duo更像是一款PDA，而不是折叠屏手机，是试图填补笔记本电脑无法兼顾的移动办公需求的空白。</p>\n<p>但遗憾的是，由于失去了Windows Phone，导致微软在移动生态领域几乎失去了话语权和对开发者的号召力，这款在Surface的产品思维打造之下的机型，再次重复了当初Windows Phone的困境，广大的第三方应用开发者对其兴趣缺缺。只有像Office、OneNote等“微软全家桶”才对其双屏设计有着较好的优化，第三方应用的适配进度则非常缓慢。</p>\n<p><img src=\"https://static.tigerbbs.com/35a8c2096b3de73df60c614803fa9d11\" tg-width=\"600\" tg-height=\"450\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>更为致命的一点，是Surface Duo遇到了所有初代硬件产品都难以避免的问题——层出不穷的BUG。根据用户的反馈，Surface Duo在使用的过程中屏幕不正常闪烁、触控故障，使用手势过程中反应不灵敏、延迟，USB-C接口断裂，乃至电池膨胀等问题不一而足。</p>\n<p>既然Surface Duo不成功，为什么还会有续作产品呢？在我们看来，微软之所以继续保留这一产品线，原生支持Android应用的Windows 11是助力，而核心则源于微软关于Microsoft Graph的野望，需要Surface Duo的帮助。</p>\n<p><img src=\"https://static.tigerbbs.com/3527d30c8ca81be9b3918a0fad1c17ee\" tg-width=\"600\" tg-height=\"491\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Windows 11原生支持Android应用在桌面端直接使用，代表着微软在经历了不甚成功的Windows on ARM后，找到了一个打通PC与移动端的契机。同样一款应用在PC和移动端无缝衔接，对于生产力场景而言显然是非常具有诱惑力的功能，这也意味着Surface Duo有了用武之地。</p>\n<p>而Microsoft Graph则是微软的远期目标，这是一套通用的API，开发者可以通过它轻松地访问微软在云端的服务和能力，并将其集成到自己的应用系统中，结合业务场景实现独特的价值。同时，Microsoft Graph也是硬件设备连接到Windows、Office 365、Outlook、Azure、Microsoft 365等一众微软服务的桥梁。</p>\n<p><img src=\"https://static.tigerbbs.com/c86bead8f4fffceb243511ca0e0bc111\" tg-width=\"600\" tg-height=\"400\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>开发者如果要开发一款应用程序，既需要提供邮件功能，又需要编辑和共享文件功能的话，就需要分别注册一个应用程序，再分别进行身份验证和授权，而且用到的代码库也可能是完全不同的。这时候，Microsoft Graph作为一个统一的支持平台就应运而生，其连接了微软的所有软件服务资源。</p>\n<p>Surface Duo在其中扮演的角色就是作为一款移动设备，为开发者、用户提供一个在移动端接入微软生态的入口。因为只要有开发者为Surface Duo编写应用，就需要用到Microsoft Graph这个提供访问微软在云端的服务和能力，并将其集成到自己应用中的API。</p>\n<p><img src=\"https://static.tigerbbs.com/81123dfc80cdc65dd6afbf3d75b2247f\" tg-width=\"600\" tg-height=\"344\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>所以即便Surface Duo如今市场表现不佳，但是其在微软的战略版图中或还有着一席之地，而财大气粗的微软自然也并不介意继续推进这一产品线。</p>","source":"36kr_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Surface Duo 2将至，微软手机的野望仍未熄灭</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; 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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\">\nSurface Duo 2将至，微软手机的野望仍未熄灭\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-02 08:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1336104225151233><strong>三易生活</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一直以来，微软给外界的印象就是其在软件行业取得了空前的成功，Windows、Office，乃至让其重返巅峰的Azure莫不如此，但在硬件领域，微软的表现就有些一言难尽了。例如其在2019年夏季发布的Surface Duo，几乎就堪称是微软不堪回首的一场败局。作为消费者期盼已久的“Surface Phone”，Surface Duo却并没有为其在移动端打开局面，反而收获了来自例如CNBC、瘾科技等...</p>\n\n<a href=\"https://36kr.com/p/1336104225151233\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e6e888188b23906f700e3b8da68e4be9","relate_stocks":{"MSFT":"微软"},"source_url":"https://36kr.com/p/1336104225151233","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156016299","content_text":"一直以来，微软给外界的印象就是其在软件行业取得了空前的成功，Windows、Office，乃至让其重返巅峰的Azure莫不如此，但在硬件领域，微软的表现就有些一言难尽了。例如其在2019年夏季发布的Surface Duo，几乎就堪称是微软不堪回首的一场败局。作为消费者期盼已久的“Surface Phone”，Surface Duo却并没有为其在移动端打开局面，反而收获了来自例如CNBC、瘾科技等媒体“不成熟，不建议购买”的评价。事实上，Surface Duo的价格走势或许能够在一定程度上反应其受欢迎程度，在上市一个月后，这款机型的价格就由1399.9美元降至1199.9美元，一年后更是低至409.99美元。\n如此惊人的价格跳水幅度其实已经能够说明问题，Surface Duo并没有受到消费者的青睐。然而，在Surface Duo市场表现不佳，以及微软方面已经确定为双屏设备研发的Windows 10X不会作为一款独立操作系统发布，而是将其关键功能带到Windows 10与其他产品中后，当外界认为Surface Duo将重蹈微软手环、Surface RT的覆辙时，日前Surface Duo 2的相关信息却被海外科技媒体The Verge曝光了。\n根据此次曝光的信息显示，Surface Duo 2延续了双屏的机身形态，并没有采用当下主流折叠屏设计，后摄模组从单摄升级为主摄+超广角+长焦的三摄，搭载高通骁龙888主控，支持NFC，预装Android 11操作系统，支持侧置式指纹识别。从这些来看不难发现，Surface Duo 2的升级更多集中在硬件配置方面。\n但在外界看来，微软选择在Surface Duo 2做上出这样的改变，颇有些“头痛医头，脚痛医脚”。此前Surface Duo为什么会出现遭受场冷遇，其实性价比低是一个非常关键的问题。作为一款售价近1400美元、媲美顶配版iPhone12 Pro Max的产品，微软在这款2019年夏季发布、2020年9月开售的Surface Duo上犯了硬件严重落伍的错误。\n\n在核心硬件上，Surface Duo由两块单独的5.6英寸AMOLED屏幕组成，机身展开时能够连接在一起成为一块8.1英寸的大尺寸屏幕，搭载高通骁龙855主控，电池容量为3577mAh，配备了1100万像素的单摄，支持18W快充、Wi-Fi5、蓝牙5.0等功能，但并不支持5G网络及NFC。\n如果Surface Duo能够在2019年秋季上线，这样的硬件配置确实还有一定的吸引力，但是在2020年下半年，当配备骁龙865 Plus的Android旗舰产品出炉后，以上千美元的价格购买一台这款机型，显然对于消费者的说服力是不够的，并且在折叠屏机型经过了近两年的发展后，消费者更愿意看到的是一整块不会被铰链分割，能够弯折的屏幕，而且在当时，市场上还有产品力更强的三星Galaxy Z Fold 2可供选择。\n\n当然，即便在2019年夏季发布Surface Duo时，微软方面或许也没有想过以配置制胜，其对于Surface Duo的定位是能帮助用户重新思考如何使用“口袋里的设备”，而不是单纯地定义为一款折叠屏机型。微软硬件部门主管Panos Panay在此前接受The Verge采访时就曾表示，“用手机等类似词汇来为Surface Duo下定义往往有一定局限性，我也很抵触这样的说法。”\n根据Panos Panay的说法，Surface Duo是为微软应用生态服务的。利用双屏形态在生产力场景下，在多任务处理上的优势，来承载起自身应用生态无疑是微软方面的想法，而官方描述的一边进行Teams会议、一边使用OneNote记笔记的场景也很有画面感。所以本质上来说，Surface Duo更像是一款PDA，而不是折叠屏手机，是试图填补笔记本电脑无法兼顾的移动办公需求的空白。\n但遗憾的是，由于失去了Windows Phone，导致微软在移动生态领域几乎失去了话语权和对开发者的号召力，这款在Surface的产品思维打造之下的机型，再次重复了当初Windows Phone的困境，广大的第三方应用开发者对其兴趣缺缺。只有像Office、OneNote等“微软全家桶”才对其双屏设计有着较好的优化，第三方应用的适配进度则非常缓慢。\n\n更为致命的一点，是Surface Duo遇到了所有初代硬件产品都难以避免的问题——层出不穷的BUG。根据用户的反馈，Surface Duo在使用的过程中屏幕不正常闪烁、触控故障，使用手势过程中反应不灵敏、延迟，USB-C接口断裂，乃至电池膨胀等问题不一而足。\n既然Surface Duo不成功，为什么还会有续作产品呢？在我们看来，微软之所以继续保留这一产品线，原生支持Android应用的Windows 11是助力，而核心则源于微软关于Microsoft Graph的野望，需要Surface Duo的帮助。\n\nWindows 11原生支持Android应用在桌面端直接使用，代表着微软在经历了不甚成功的Windows on ARM后，找到了一个打通PC与移动端的契机。同样一款应用在PC和移动端无缝衔接，对于生产力场景而言显然是非常具有诱惑力的功能，这也意味着Surface Duo有了用武之地。\n而Microsoft Graph则是微软的远期目标，这是一套通用的API，开发者可以通过它轻松地访问微软在云端的服务和能力，并将其集成到自己的应用系统中，结合业务场景实现独特的价值。同时，Microsoft Graph也是硬件设备连接到Windows、Office 365、Outlook、Azure、Microsoft 365等一众微软服务的桥梁。\n\n开发者如果要开发一款应用程序，既需要提供邮件功能，又需要编辑和共享文件功能的话，就需要分别注册一个应用程序，再分别进行身份验证和授权，而且用到的代码库也可能是完全不同的。这时候，Microsoft Graph作为一个统一的支持平台就应运而生，其连接了微软的所有软件服务资源。\nSurface Duo在其中扮演的角色就是作为一款移动设备，为开发者、用户提供一个在移动端接入微软生态的入口。因为只要有开发者为Surface Duo编写应用，就需要用到Microsoft Graph这个提供访问微软在云端的服务和能力，并将其集成到自己应用中的API。\n\n所以即便Surface Duo如今市场表现不佳，但是其在微软的战略版图中或还有着一席之地，而财大气粗的微软自然也并不介意继续推进这一产品线。","news_type":1},"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805815313,"gmtCreate":1627869678732,"gmtModify":1633755771107,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088047978787670","authorIdStr":"4088047978787670"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805815313","repostId":"2156162466","repostType":4,"repost":{"id":"2156162466","kind":"highlight","pubTimestamp":1627865012,"share":"https://www.laohu8.com/m/news/2156162466?lang=&edition=full","pubTime":"2021-08-02 08:43","market":"hk","language":"zh","title":"全球最大铜矿工人决定罢工，铜价会受影响吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2156162466","media":"华尔街见闻","summary":"作为全球最大铜矿，Escondida铜矿占据全球铜供应的5%。疫情期间，智利铜矿劳动力已因防控措施减少了10%，罢工可能加剧铜价的上涨，甚至高于5月份创下的历史新高。","content":"<p><a href=\"https://laohu8.com/S/BBL\">必和必拓</a>位于智利的Escondida铜矿的工人投票决定罢工，以向集团施压，争取更好的工资和福利。事件对全球铜供应的扰动或将使铜价再迎一波上涨。</p>\n<p>Escondida铜矿工会周六在声明中表示，其2164名成员（占投票人数的 99.5%）选择拒绝<a href=\"https://laohu8.com/S/BHP.AU\">必和必拓</a>集团所提出有关薪资要求的最终合同要约，因工会所要求的疫情期间为工人提供一次性奖金、给予工人与绩效挂钩的补偿、改进职业发展计划和教育福利等条款并未包含在内。</p>\n<p>作为全球最大铜矿，Escondida铜矿占据全球铜供应的5%；2017年该铜矿曾罢工长达44天，对智利经济和全球供应链形成不小打击，此次罢工因此备受关注。目前罢工尚未正式实行，华尔街日报援引分析师称，智利劳动法规定矿工须在政府强制调解期间继续工作长达10天，投票决定罢工在各行各业通常被视为一种谈判策略。</p>\n<p>工会表示：</p>\n<blockquote>\n 我们希望这次压倒性的投票结果将向必和必拓敲响警钟，以便与集团启动实质性讨论并达成令人满意的协议——如果集团想避免长时间的冲突的话。这可能是智利历史上代价最大的工会冲突。\n</blockquote>\n<p>疫情期间，智利铜矿劳动力已因防控措施减少了10%。加上预计全球经济复苏后能源转型加速，电动车和可再生能源对铜需求量增加，铜价已经在今年早些时候飙升至创纪录水平。分析师表示，罢工可能加剧铜价的上涨。</p>\n<p>惠誉分析师 Sabrin Chowdhury 表示：</p>\n<blockquote>\n 无论罢工发生与否，都会导致投资者恐慌，因为最近几周交易所的铜库存急剧下降。市场已经吃紧，供不应求，正努力恢复到疫情爆发前的水平。如果罢工真的发生，铜价将创下历史新高，高于5月份的水平。\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/779b10ba2bea544aa0621345622ccef4\" tg-width=\"930\" tg-height=\"609\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>本周伦敦金属交易所铜价攀升至六周高点，并接近5月份的历史高点。 <a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>表示，合约谈判是短期铜前景的关键。该行表示，尽管随着产量增长超过需求，该银行预计 2022年铜将出现过剩，但今年全球市场仍面临铜供应短缺。</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>全球最大铜矿工人决定罢工，铜价会受影响吗？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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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全球最大铜矿工人决定罢工，铜价会受影响吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-02 08:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3636864><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>必和必拓位于智利的Escondida铜矿的工人投票决定罢工，以向集团施压，争取更好的工资和福利。事件对全球铜供应的扰动或将使铜价再迎一波上涨。\nEscondida铜矿工会周六在声明中表示，其2164名成员（占投票人数的 99.5%）选择拒绝必和必拓集团所提出有关薪资要求的最终合同要约，因工会所要求的疫情期间为工人提供一次性奖金、给予工人与绩效挂钩的补偿、改进职业发展计划和教育福利等条款并未包含在内...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3636864\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/80c13588f559343a96ce06d72d3cf4d5","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3636864","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156162466","content_text":"必和必拓位于智利的Escondida铜矿的工人投票决定罢工，以向集团施压，争取更好的工资和福利。事件对全球铜供应的扰动或将使铜价再迎一波上涨。\nEscondida铜矿工会周六在声明中表示，其2164名成员（占投票人数的 99.5%）选择拒绝必和必拓集团所提出有关薪资要求的最终合同要约，因工会所要求的疫情期间为工人提供一次性奖金、给予工人与绩效挂钩的补偿、改进职业发展计划和教育福利等条款并未包含在内。\n作为全球最大铜矿，Escondida铜矿占据全球铜供应的5%；2017年该铜矿曾罢工长达44天，对智利经济和全球供应链形成不小打击，此次罢工因此备受关注。目前罢工尚未正式实行，华尔街日报援引分析师称，智利劳动法规定矿工须在政府强制调解期间继续工作长达10天，投票决定罢工在各行各业通常被视为一种谈判策略。\n工会表示：\n\n 我们希望这次压倒性的投票结果将向必和必拓敲响警钟，以便与集团启动实质性讨论并达成令人满意的协议——如果集团想避免长时间的冲突的话。这可能是智利历史上代价最大的工会冲突。\n\n疫情期间，智利铜矿劳动力已因防控措施减少了10%。加上预计全球经济复苏后能源转型加速，电动车和可再生能源对铜需求量增加，铜价已经在今年早些时候飙升至创纪录水平。分析师表示，罢工可能加剧铜价的上涨。\n惠誉分析师 Sabrin Chowdhury 表示：\n\n 无论罢工发生与否，都会导致投资者恐慌，因为最近几周交易所的铜库存急剧下降。市场已经吃紧，供不应求，正努力恢复到疫情爆发前的水平。如果罢工真的发生，铜价将创下历史新高，高于5月份的水平。\n\n\n本周伦敦金属交易所铜价攀升至六周高点，并接近5月份的历史高点。 摩根士丹利表示，合约谈判是短期铜前景的关键。该行表示，尽管随着产量增长超过需求，该银行预计 2022年铜将出现过剩，但今年全球市场仍面临铜供应短缺。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802540312,"gmtCreate":1627790714836,"gmtModify":1633756343254,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088047978787670","authorIdStr":"4088047978787670"},"themes":[],"htmlText":"加油","listText":"加油","text":"加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/802540312","repostId":"2155133311","repostType":4,"isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":803288660,"gmtCreate":1627441499850,"gmtModify":1633764942365,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088047978787670","authorIdStr":"4088047978787670"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803288660","repostId":"2154948228","repostType":4,"isVote":1,"tweetType":1,"viewCount":473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803281245,"gmtCreate":1627441459487,"gmtModify":1633764943151,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088047978787670","authorIdStr":"4088047978787670"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$XIAOMI-W(01810)$</a>up","listText":"<a href=\"https://laohu8.com/S/01810\">$XIAOMI-W(01810)$</a>up","text":"$XIAOMI-W(01810)$up","images":[{"img":"https://static.tigerbbs.com/4d5e808fb0aff4b2dfc723fe53641529","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803281245","isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":803283936,"gmtCreate":1627441367925,"gmtModify":1633764944301,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088047978787670","authorIdStr":"4088047978787670"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803283936","repostId":"2154948085","repostType":4,"isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803280090,"gmtCreate":1627441265310,"gmtModify":1633764945788,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088047978787670","authorIdStr":"4088047978787670"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803280090","repostId":"2154945720","repostType":4,"isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809185278,"gmtCreate":1627352627394,"gmtModify":1633765810193,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088047978787670","authorIdStr":"4088047978787670"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809185278","repostId":"2154969657","repostType":4,"repost":{"id":"2154969657","kind":"news","pubTimestamp":1627344780,"share":"https://www.laohu8.com/m/news/2154969657?lang=&edition=full","pubTime":"2021-07-27 08:13","market":"us","language":"en","title":"China electric cars: Li Auto gets nod for IPO, dual primary listing in Hong Kong","url":"https://stock-news.laohu8.com/highlight/detail?id=2154969657","media":"South China Morning Post","summary":"Li Auto, the Chinese electric-vehicle maker backed by on-demand delivery service giant Meituan, has ","content":"<p>Li Auto, the Chinese electric-vehicle maker backed by on-demand delivery service giant Meituan, has got the go-ahead from Hong Kong stock exchange for an initial public offering, just 12 months after its debut in New York.</p>\n<p>The EV start-up will join rival Xpeng, which became the first Chinese EV company to list in Hong Kong via a dual primary listing following its US$1.8 billion fundraising this month.</p>\n<p>The Beijing-based company plans to list on the main board through a dual primary listing, which means that unlike a secondary listing, it would not benefit from the automatic waivers granted by the Hong Kong bourse that would streamline the application-vetting process. But Li Auto's primary listing makes it eligible for inclusion in the Stock Connect, potentially opening up its shares to a huge investor base in China.</p>\n<p>Last July, Li Auto raised US$1.1 billion from its Nasdaq IPO, after pricing its American depositary shares (ADS) at US$11.5 each. Issuers seeking a listing in the city after a US flotation generally price their Hong Kong shares close to the ADS level to avoid price volatility, analysts said. Each Li Auto ADS represents two ordinary shares.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b44785c7ce15421ae4f2a6b50d083e8d\" tg-width=\"1320\" tg-height=\"770\" referrerpolicy=\"no-referrer\"><span>The Li One SUV is the company's only production model. Photo: Sohu alt=The Li One SUV is the company's only production model. Photo: Sohu</span></p>\n<p>\"We have not been profitable since our inception,\" Li Auto said in the heavily redacted draft prospectus on Monday. \"We may not generate sufficient revenues or continue to incur substantial losses for a number of reasons, including lack of demand for our vehicles and increasing competition.\"</p>\n<p>Founded in 2015, Meituan owns about 16.2 per cent of Li Auto.</p>\n<p>For the three months ended March, Li Auto's net loss widened to 360 million yuan (US$54.9 million), from 77.1 million yuan a year ago. Its net loss last year was 151.7 million yuan.</p>\n<p>Li Auto joins a slew of US-listed Chinese tech companies, such as e-commerce giant JD.com and internet giant Baidu, in seeking a listing in Hong Kong, as deteriorating US-China relations push many to seek a listing closer to home to hedge against the risk of being shut out from the US capital market. In the first half of this year, four mainland companies sought a secondary listing in Hong Kong.</p>\n<p>Shares listed in Hong Kong are fully fungible with those listed in the US, and holders of Li Auto's ADS could also swap them for Hong Kong traded shares.</p>\n<p>Li Auto, which is seen as <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the start-ups challenging Tesla in the mainland along with Xpeng and NIO, said it aims to launch at least two premium EVs per year from 2023. All new models from 2022 will be fitted with in-house Lidar technology, giving the cars level four autonomous driving capability. L4 does not require human interaction in most circumstances.</p>\n<p>\"Investors are keeping a close watch on Li Auto's new model development plans because it is difficult for a player to win a big share in China's fast-growing EV market,\" said Ivan Li, a fund manager at Shanghai-based Loyal Wealth Management. \"An enlarged product line should be given a priority by Li Auto as it expands production.\"</p>\n<h3>Chinese tech giants Huawei, DJI jump on to the lidar bandwagon</h3>\n<p>As of June, Li Auto had delivered over 63,000 Li One SUVs, its first and only production model. The start-up said it ranked among the top six in China's new energy vehicle market with a 2.8 per cent share of overall sales, citing data from research firm CIC.</p>\n<p>Li Auto plans to double its annual production capacity at its Changzhou plant in southern Jiangsu province to 200,000 vehicles in 2022, from 100,000 units in 2020.</p>\n<p>The company plans to use the net proceeds on research and development, including fast-charging and autonomous driving technologies, expanding its retail stores and marketing.</p>\n<p>Goldman Sachs and CICC are the deal's joint sponsors, while UBS is the financial adviser.</p>","source":"yahoofinance","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>China electric cars: Li Auto gets nod for IPO, dual primary listing in Hong Kong</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina electric cars: Li Auto gets nod for IPO, dual primary listing in Hong Kong\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-27 08:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/china-electric-cars-li-auto-093000092.html><strong>South China Morning Post</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Li Auto, the Chinese electric-vehicle maker backed by on-demand delivery service giant Meituan, has got the go-ahead from Hong Kong stock exchange for an initial public offering, just 12 months after ...</p>\n\n<a href=\"https://finance.yahoo.com/news/china-electric-cars-li-auto-093000092.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车"},"source_url":"https://finance.yahoo.com/news/china-electric-cars-li-auto-093000092.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2154969657","content_text":"Li Auto, the Chinese electric-vehicle maker backed by on-demand delivery service giant Meituan, has got the go-ahead from Hong Kong stock exchange for an initial public offering, just 12 months after its debut in New York.\nThe EV start-up will join rival Xpeng, which became the first Chinese EV company to list in Hong Kong via a dual primary listing following its US$1.8 billion fundraising this month.\nThe Beijing-based company plans to list on the main board through a dual primary listing, which means that unlike a secondary listing, it would not benefit from the automatic waivers granted by the Hong Kong bourse that would streamline the application-vetting process. But Li Auto's primary listing makes it eligible for inclusion in the Stock Connect, potentially opening up its shares to a huge investor base in China.\nLast July, Li Auto raised US$1.1 billion from its Nasdaq IPO, after pricing its American depositary shares (ADS) at US$11.5 each. Issuers seeking a listing in the city after a US flotation generally price their Hong Kong shares close to the ADS level to avoid price volatility, analysts said. Each Li Auto ADS represents two ordinary shares.\nThe Li One SUV is the company's only production model. Photo: Sohu alt=The Li One SUV is the company's only production model. Photo: Sohu\n\"We have not been profitable since our inception,\" Li Auto said in the heavily redacted draft prospectus on Monday. \"We may not generate sufficient revenues or continue to incur substantial losses for a number of reasons, including lack of demand for our vehicles and increasing competition.\"\nFounded in 2015, Meituan owns about 16.2 per cent of Li Auto.\nFor the three months ended March, Li Auto's net loss widened to 360 million yuan (US$54.9 million), from 77.1 million yuan a year ago. Its net loss last year was 151.7 million yuan.\nLi Auto joins a slew of US-listed Chinese tech companies, such as e-commerce giant JD.com and internet giant Baidu, in seeking a listing in Hong Kong, as deteriorating US-China relations push many to seek a listing closer to home to hedge against the risk of being shut out from the US capital market. In the first half of this year, four mainland companies sought a secondary listing in Hong Kong.\nShares listed in Hong Kong are fully fungible with those listed in the US, and holders of Li Auto's ADS could also swap them for Hong Kong traded shares.\nLi Auto, which is seen as one of the start-ups challenging Tesla in the mainland along with Xpeng and NIO, said it aims to launch at least two premium EVs per year from 2023. All new models from 2022 will be fitted with in-house Lidar technology, giving the cars level four autonomous driving capability. L4 does not require human interaction in most circumstances.\n\"Investors are keeping a close watch on Li Auto's new model development plans because it is difficult for a player to win a big share in China's fast-growing EV market,\" said Ivan Li, a fund manager at Shanghai-based Loyal Wealth Management. \"An enlarged product line should be given a priority by Li Auto as it expands production.\"\nChinese tech giants Huawei, DJI jump on to the lidar bandwagon\nAs of June, Li Auto had delivered over 63,000 Li One SUVs, its first and only production model. The start-up said it ranked among the top six in China's new energy vehicle market with a 2.8 per cent share of overall sales, citing data from research firm CIC.\nLi Auto plans to double its annual production capacity at its Changzhou plant in southern Jiangsu province to 200,000 vehicles in 2022, from 100,000 units in 2020.\nThe company plans to use the net proceeds on research and development, including fast-charging and autonomous driving technologies, expanding its retail stores and marketing.\nGoldman Sachs and CICC are the deal's joint sponsors, while UBS is the financial adviser.","news_type":1},"isVote":1,"tweetType":1,"viewCount":546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800050213,"gmtCreate":1627267278432,"gmtModify":1633766692644,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088047978787670","authorIdStr":"4088047978787670"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800050213","repostId":"2154593428","repostType":4,"isVote":1,"tweetType":1,"viewCount":640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800025698,"gmtCreate":1627267121014,"gmtModify":1633766694601,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088047978787670","authorIdStr":"4088047978787670"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800025698","repostId":"2154893468","repostType":4,"isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800028645,"gmtCreate":1627266934587,"gmtModify":1633766697589,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088047978787670","authorIdStr":"4088047978787670"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/800028645","repostId":"1136191119","repostType":4,"repost":{"id":"1136191119","kind":"news","pubTimestamp":1627257546,"share":"https://www.laohu8.com/m/news/1136191119?lang=&edition=full","pubTime":"2021-07-26 07:59","market":"fut","language":"en","title":"Oil Edges Higher With Robust Demand Outlook Clouded by Delta","url":"https://stock-news.laohu8.com/highlight/detail?id=1136191119","media":"Bloomberg","summary":" -- Oil edged higher after eking out a modest weekly gain as investors assessed the outlook for demand amid a resurgence in Covid-19.Futures in New York traded above $72 a barrel after adding 0.4% last week, the first weekly advance in three. There are signs that demand for fuels such as gasoline has increased as vaccination programs are rolled out, although the fast-spreading delta variant has raised concerns about the short-term outlook. Tight restrictions have been renewed including curfews i","content":"<p>(Bloomberg) -- Oil edged higher after eking out a modest weekly gain as investors assessed the outlook for demand amid a resurgence in Covid-19.</p>\n<p>Futures in New York traded above $72 a barrel after adding 0.4% last week, the first weekly advance in three. There are signs that demand for fuels such as gasoline has increased as vaccination programs are rolled out, although the fast-spreading delta variant has raised concerns about the short-term outlook. Tight restrictions have been renewed including curfews in some places.</p>\n<p>The latest virus flare-up has coincided with a salvaged OPEC+ agreement to add more barrels from August, whipping up stiff headwinds for oil and interrupting a price rally. Expectations are for a continued tightening of the market throughout the rest of 2021, however, leading to even higher prices.</p>\n<p>While the recovery in key energy consumers such as the U.S. and China has helped to drain bloated crude and fuel stockpiles built up during the pandemic, the aviation sector is lagging. Air travel has jumped in North America, but that’s done little to diminish the massive glut in jet fuel inventories.</p>\n<p>The prompt timespread for Brent was 65 cents a barrel in backwardation -- a bullish market structure where near-dated prices are more expensive than later-dated ones. That compares with 88 cents at the beginning of July.</p>\n<p>Countries including Thailand and Vietnam are imposing curfews in cities to battle a surge in Covid-19 cases, while in Germany senior politicians have floated the possibility of tough restrictions for the unvaccinated. The top U.S. infectious disease expert, Anthony Fauci, warned that the nation is moving in the “wrong direction” in combating the new wave of the pandemic.</p>","source":"lsy1612507957220","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>Oil Edges Higher With Robust Demand Outlook Clouded by Delta</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOil Edges Higher With Robust Demand Outlook Clouded by Delta\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 07:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/oil-edges-higher-weekly-gain-225208090.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Oil edged higher after eking out a modest weekly gain as investors assessed the outlook for demand amid a resurgence in Covid-19.\nFutures in New York traded above $72 a barrel after ...</p>\n\n<a href=\"https://finance.yahoo.com/news/oil-edges-higher-weekly-gain-225208090.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/oil-edges-higher-weekly-gain-225208090.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136191119","content_text":"(Bloomberg) -- Oil edged higher after eking out a modest weekly gain as investors assessed the outlook for demand amid a resurgence in Covid-19.\nFutures in New York traded above $72 a barrel after adding 0.4% last week, the first weekly advance in three. There are signs that demand for fuels such as gasoline has increased as vaccination programs are rolled out, although the fast-spreading delta variant has raised concerns about the short-term outlook. Tight restrictions have been renewed including curfews in some places.\nThe latest virus flare-up has coincided with a salvaged OPEC+ agreement to add more barrels from August, whipping up stiff headwinds for oil and interrupting a price rally. Expectations are for a continued tightening of the market throughout the rest of 2021, however, leading to even higher prices.\nWhile the recovery in key energy consumers such as the U.S. and China has helped to drain bloated crude and fuel stockpiles built up during the pandemic, the aviation sector is lagging. Air travel has jumped in North America, but that’s done little to diminish the massive glut in jet fuel inventories.\nThe prompt timespread for Brent was 65 cents a barrel in backwardation -- a bullish market structure where near-dated prices are more expensive than later-dated ones. That compares with 88 cents at the beginning of July.\nCountries including Thailand and Vietnam are imposing curfews in cities to battle a surge in Covid-19 cases, while in Germany senior politicians have floated the possibility of tough restrictions for the unvaccinated. The top U.S. infectious disease expert, Anthony Fauci, warned that the nation is moving in the “wrong direction” in combating the new wave of the pandemic.","news_type":1},"isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174506475,"gmtCreate":1627107391497,"gmtModify":1633767881686,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088047978787670","authorIdStr":"4088047978787670"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174506475","repostId":"1147980203","repostType":4,"repost":{"id":"1147980203","kind":"news","pubTimestamp":1627040384,"share":"https://www.laohu8.com/m/news/1147980203?lang=&edition=full","pubTime":"2021-07-23 19:39","market":"us","language":"en","title":"Amazon Stock: This Is How Subscriptions Matter","url":"https://stock-news.laohu8.com/highlight/detail?id=1147980203","media":"The Street","summary":"Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the suc","content":"<blockquote>\n Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n</blockquote>\n<p>Amazon&nbsp;(<b>AMZN</b>) -Get Report&nbsp;is well known for its e-commerce and cloud services. But the company has been diversifying its business model in the past several years and gaining scale. For example, the 200 million Prime accountsmeanthat Amazon’s Prime Video has become one of the most widely available streaming services in the world.</p>\n<p>But if potential investors were to consider buying Amazon stock today, should they focus their due diligence on Amazon’s “side gigs”, particularly subscriptions? Amazon Prime, Prime Video and others: could they be an important piece of the investment thesis?</p>\n<p><b>A snapshot of Amazon’s businesses</b></p>\n<p>Around 70% of Amazon’s revenues come from e-commerce, broken into two major categories: 1P and 3P. The first consists of sales made by Amazon itself, while the latter pertains to thirty-party vendors that sell their products through Amazon’s marketplace.</p>\n<p>Another 12% of Amazon’s revenues come from AWS, the acronym for Amazon Web Service. The segment provides cloud infrastructure services primarily to enterprises and competes with the likes of Microsoft’s Azure.</p>\n<p>Aside from physical stores and other minor activities, subscriptions account for only around 7% of Amazon’s total revenues – a drop in the bucket.</p>\n<p><b>Does it matter?</b></p>\n<p>At first glance, even if all of Amazon’s sub revenues were to vanish overnight (not practical, only a thought exercise), the company would still be left with a giant retail and cloud business that grew sales ata dizzying rate of around 40% last quarter. Without subscriptions, Amazon’s Q1 sales would have still increased by a respectable 34% year-over-year -- more so than in any quarter of 2019.</p>\n<p>From a number’s perspective, Amazon would probably be fine deemphasizing its subscription businesses to become a pure-play e-commerce and cloud giant. US e-commerce isforecastedto grow 20% by 2025, and Amazon is likely to control a large piece of this expanding market. Worldwide, e-commerce is expected to grow an even better 30%, and Amazon’s footprint expansion opportunities outside North America are substantial.</p>\n<p><b>Think bigger picture</b></p>\n<p>The catch is that subscriptions serve as a hook to attract and retain Amazon customers into its retail ecosystem.</p>\n<p>For instance, a Prime subscription brings in no more than $120 per year to Amazon’s coffers. Considering the costly benefits of a Prime account (i.e. fast delivery, access to audio and video content that is expensive to produce), the Seattle-based company probably sees little of the revenue trickling down to earnings.</p>\n<p>However, a Prime member is a much better Amazon customer compared to those who do not have a membership. According toForbes, a staggering 96% of all Prime members agree that they are more likely to buy from Amazon than from other e-commerce vendors. See below.</p>\n<p><img src=\"https://static.tigerbbs.com/348e859b0c882c8e45d3edc9324f8351\" tg-width=\"700\" tg-height=\"314\" width=\"100%\" height=\"auto\">“Ecosystem” may be an overused term, but it seems to be the path to success that Big Tech companies like Amazon have been carving. While the company’s subscription business is far from being a large revenue generator, it probably contributes greatly, although mostly indirectly, to Amazon’s dominance in e-commerce.</p>","source":"lsy1610613172068","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>Amazon Stock: This Is How Subscriptions Matter</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Stock: This Is How Subscriptions Matter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 19:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n\nAmazon (...</p>\n\n<a href=\"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147980203","content_text":"Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n\nAmazon (AMZN) -Get Report is well known for its e-commerce and cloud services. But the company has been diversifying its business model in the past several years and gaining scale. For example, the 200 million Prime accountsmeanthat Amazon’s Prime Video has become one of the most widely available streaming services in the world.\nBut if potential investors were to consider buying Amazon stock today, should they focus their due diligence on Amazon’s “side gigs”, particularly subscriptions? Amazon Prime, Prime Video and others: could they be an important piece of the investment thesis?\nA snapshot of Amazon’s businesses\nAround 70% of Amazon’s revenues come from e-commerce, broken into two major categories: 1P and 3P. The first consists of sales made by Amazon itself, while the latter pertains to thirty-party vendors that sell their products through Amazon’s marketplace.\nAnother 12% of Amazon’s revenues come from AWS, the acronym for Amazon Web Service. The segment provides cloud infrastructure services primarily to enterprises and competes with the likes of Microsoft’s Azure.\nAside from physical stores and other minor activities, subscriptions account for only around 7% of Amazon’s total revenues – a drop in the bucket.\nDoes it matter?\nAt first glance, even if all of Amazon’s sub revenues were to vanish overnight (not practical, only a thought exercise), the company would still be left with a giant retail and cloud business that grew sales ata dizzying rate of around 40% last quarter. Without subscriptions, Amazon’s Q1 sales would have still increased by a respectable 34% year-over-year -- more so than in any quarter of 2019.\nFrom a number’s perspective, Amazon would probably be fine deemphasizing its subscription businesses to become a pure-play e-commerce and cloud giant. US e-commerce isforecastedto grow 20% by 2025, and Amazon is likely to control a large piece of this expanding market. Worldwide, e-commerce is expected to grow an even better 30%, and Amazon’s footprint expansion opportunities outside North America are substantial.\nThink bigger picture\nThe catch is that subscriptions serve as a hook to attract and retain Amazon customers into its retail ecosystem.\nFor instance, a Prime subscription brings in no more than $120 per year to Amazon’s coffers. Considering the costly benefits of a Prime account (i.e. fast delivery, access to audio and video content that is expensive to produce), the Seattle-based company probably sees little of the revenue trickling down to earnings.\nHowever, a Prime member is a much better Amazon customer compared to those who do not have a membership. According toForbes, a staggering 96% of all Prime members agree that they are more likely to buy from Amazon than from other e-commerce vendors. See below.\n“Ecosystem” may be an overused term, but it seems to be the path to success that Big Tech companies like Amazon have been carving. While the company’s subscription business is far from being a large revenue generator, it probably contributes greatly, although mostly indirectly, to Amazon’s dominance in e-commerce.","news_type":1},"isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":881597976,"gmtCreate":1631358306995,"gmtModify":1631884699047,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088047978787670","authorIdStr":"4088047978787670"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$Li Auto(LI)$</a>m","listText":"<a href=\"https://laohu8.com/S/LI\">$Li Auto(LI)$</a>m","text":"$Li Auto(LI)$m","images":[{"img":"https://static.tigerbbs.com/9cb7f8e0249ab3c0d0be5dfdfaaef00b","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/881597976","isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":828476392,"gmtCreate":1633940868719,"gmtModify":1633940869076,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088047978787670","authorIdStr":"4088047978787670"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>😇","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>😇","text":"$AMC Entertainment(AMC)$😇","images":[{"img":"https://static.tigerbbs.com/fc25c0d8e963c2542541600ad5317694","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828476392","isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":817923258,"gmtCreate":1630899048174,"gmtModify":1631885409199,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088047978787670","authorIdStr":"4088047978787670"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UBER\">$Uber(UBER)$</a>be strong","listText":"<a href=\"https://laohu8.com/S/UBER\">$Uber(UBER)$</a>be strong","text":"$Uber(UBER)$be strong","images":[{"img":"https://static.tigerbbs.com/2e4992c5b5e118d9444798867f407106","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/817923258","isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":835111904,"gmtCreate":1629692782008,"gmtModify":1633683130818,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088047978787670","authorIdStr":"4088047978787670"},"themes":[],"htmlText":"Oversold, time to buy","listText":"Oversold, time to buy","text":"Oversold, time to 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08:10","market":"hk","language":"zh","title":"Surface Duo 2将至，微软手机的野望仍未熄灭","url":"https://stock-news.laohu8.com/highlight/detail?id=2156016299","media":"三易生活","summary":"如今对于微软来说，智能手机产品线或依旧还存在一定的价值。","content":"<p>一直以来，<a href=\"https://laohu8.com/S/MSFT\">微软</a>给外界的印象就是其在软件行业取得了空前的成功，Windows、Office，乃至让其重返巅峰的Azure莫不如此，但在硬件领域，微软的表现就有些一言难尽了。例如其在2019年夏季发布的Surface Duo，几乎就堪称是微软不堪回首的一场败局。<img src=\"https://static.tigerbbs.com/53185a6f569398396796bd0fb4dfe1fe\" tg-width=\"600\" tg-height=\"450\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">作为消费者期盼已久的“Surface Phone”，Surface Duo却并没有为其在移动端打开局面，反而收获了来自例如CNBC、瘾科技等媒体“不成熟，不建议购买”的评价。事实上，Surface Duo的价格走势或许能够在一定程度上反应其受欢迎程度，在上市一个月后，这款机型的价格就由1399.9美元降至1199.9美元，一年后更是低至409.99美元。</p>\n<p>如此惊人的价格跳水幅度其实已经能够说明问题，Surface Duo并没有受到消费者的青睐。然而，在Surface Duo市场表现不佳，以及微软方面已经确定为双屏设备研发的Windows 10X不会作为一款独立操作系统发布，而是将其关键功能带到Windows 10与其他产品中后，当外界认为Surface Duo将重蹈微软手环、Surface RT的覆辙时，日前Surface Duo 2的相关信息却被海外科技媒体The Verge曝光了。<img src=\"https://static.tigerbbs.com/e6e888188b23906f700e3b8da68e4be9\" tg-width=\"600\" tg-height=\"414\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>根据此次曝光的信息显示，Surface Duo 2延续了双屏的机身形态，并没有采用当下主流折叠屏设计，后摄模组从单摄升级为主摄+超广角+长焦的三摄，搭载<a href=\"https://laohu8.com/S/QCOM\">高通</a>骁龙888主控，支持NFC，预装Android 11操作系统，支持侧置式指纹识别。从这些来看不难发现，Surface Duo 2的升级更多集中在硬件配置方面。</p>\n<p>但在外界看来，微软选择在Surface Duo 2做上出这样的改变，颇有些“头痛医头，脚痛医脚”。此前Surface Duo为什么会出现遭受场冷遇，其实性价比低是一个非常关键的问题。作为一款售价近1400美元、媲美顶配版iPhone12 Pro Max的产品，微软在这款2019年夏季发布、2020年9月开售的Surface Duo上犯了硬件严重落伍的错误。</p>\n<p><img src=\"https://static.tigerbbs.com/5175e915ed5d4a87d081a8adf9c47f8b\" tg-width=\"600\" tg-height=\"399\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>在核心硬件上，Surface Duo由两块单独的5.6英寸AMOLED屏幕组成，机身展开时能够连接在一起成为一块8.1英寸的大尺寸屏幕，搭载高通骁龙855主控，电池容量为3577mAh，配备了1100万像素的单摄，支持18W快充、Wi-Fi5、蓝牙5.0等功能，但并不支持5G网络及NFC。</p>\n<p>如果Surface Duo能够在2019年秋季上线，这样的硬件配置确实还有一定的吸引力，但是在2020年下半年，当配备骁龙865 Plus的Android旗舰产品出炉后，以上千美元的价格购买一台这款机型，显然对于消费者的说服力是不够的，并且在折叠屏机型经过了近两年的发展后，消费者更愿意看到的是一整块不会被铰链分割，能够弯折的屏幕，而且在当时，市场上还有产品力更强的<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>Galaxy Z Fold 2可供选择。</p>\n<p><img src=\"https://static.tigerbbs.com/52fcc11ef82cbd649e3f922d0e7491ff\" tg-width=\"600\" tg-height=\"407\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>当然，即便在2019年夏季发布Surface Duo时，微软方面或许也没有想过以配置制胜，其对于Surface Duo的定位是能帮助用户重新思考如何使用“口袋里的设备”，而不是单纯地定义为一款折叠屏机型。微软硬件部门主管Panos Panay在此前接受The Verge采访时就曾表示，“用手机等类似词汇来为Surface Duo下定义往往有一定局限性，我也很抵触这样的说法。”</p>\n<p>根据Panos Panay的说法，Surface Duo是为微软应用生态服务的。利用双屏形态在生产力场景下，在多任务处理上的优势，来承载起自身应用生态无疑是微软方面的想法，而官方描述的一边进行Teams会议、一边使用OneNote记笔记的场景也很有画面感。所以本质上来说，Surface Duo更像是一款PDA，而不是折叠屏手机，是试图填补笔记本电脑无法兼顾的移动办公需求的空白。</p>\n<p>但遗憾的是，由于失去了Windows Phone，导致微软在移动生态领域几乎失去了话语权和对开发者的号召力，这款在Surface的产品思维打造之下的机型，再次重复了当初Windows Phone的困境，广大的第三方应用开发者对其兴趣缺缺。只有像Office、OneNote等“微软全家桶”才对其双屏设计有着较好的优化，第三方应用的适配进度则非常缓慢。</p>\n<p><img src=\"https://static.tigerbbs.com/35a8c2096b3de73df60c614803fa9d11\" tg-width=\"600\" tg-height=\"450\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>更为致命的一点，是Surface Duo遇到了所有初代硬件产品都难以避免的问题——层出不穷的BUG。根据用户的反馈，Surface Duo在使用的过程中屏幕不正常闪烁、触控故障，使用手势过程中反应不灵敏、延迟，USB-C接口断裂，乃至电池膨胀等问题不一而足。</p>\n<p>既然Surface Duo不成功，为什么还会有续作产品呢？在我们看来，微软之所以继续保留这一产品线，原生支持Android应用的Windows 11是助力，而核心则源于微软关于Microsoft Graph的野望，需要Surface Duo的帮助。</p>\n<p><img src=\"https://static.tigerbbs.com/3527d30c8ca81be9b3918a0fad1c17ee\" tg-width=\"600\" tg-height=\"491\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Windows 11原生支持Android应用在桌面端直接使用，代表着微软在经历了不甚成功的Windows on ARM后，找到了一个打通PC与移动端的契机。同样一款应用在PC和移动端无缝衔接，对于生产力场景而言显然是非常具有诱惑力的功能，这也意味着Surface Duo有了用武之地。</p>\n<p>而Microsoft Graph则是微软的远期目标，这是一套通用的API，开发者可以通过它轻松地访问微软在云端的服务和能力，并将其集成到自己的应用系统中，结合业务场景实现独特的价值。同时，Microsoft Graph也是硬件设备连接到Windows、Office 365、Outlook、Azure、Microsoft 365等一众微软服务的桥梁。</p>\n<p><img src=\"https://static.tigerbbs.com/c86bead8f4fffceb243511ca0e0bc111\" tg-width=\"600\" tg-height=\"400\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>开发者如果要开发一款应用程序，既需要提供邮件功能，又需要编辑和共享文件功能的话，就需要分别注册一个应用程序，再分别进行身份验证和授权，而且用到的代码库也可能是完全不同的。这时候，Microsoft Graph作为一个统一的支持平台就应运而生，其连接了微软的所有软件服务资源。</p>\n<p>Surface Duo在其中扮演的角色就是作为一款移动设备，为开发者、用户提供一个在移动端接入微软生态的入口。因为只要有开发者为Surface Duo编写应用，就需要用到Microsoft Graph这个提供访问微软在云端的服务和能力，并将其集成到自己应用中的API。</p>\n<p><img src=\"https://static.tigerbbs.com/81123dfc80cdc65dd6afbf3d75b2247f\" tg-width=\"600\" tg-height=\"344\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>所以即便Surface Duo如今市场表现不佳，但是其在微软的战略版图中或还有着一席之地，而财大气粗的微软自然也并不介意继续推进这一产品线。</p>","source":"36kr_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Surface Duo 2将至，微软手机的野望仍未熄灭</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; 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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\">\nSurface Duo 2将至，微软手机的野望仍未熄灭\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-02 08:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1336104225151233><strong>三易生活</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一直以来，微软给外界的印象就是其在软件行业取得了空前的成功，Windows、Office，乃至让其重返巅峰的Azure莫不如此，但在硬件领域，微软的表现就有些一言难尽了。例如其在2019年夏季发布的Surface Duo，几乎就堪称是微软不堪回首的一场败局。作为消费者期盼已久的“Surface Phone”，Surface Duo却并没有为其在移动端打开局面，反而收获了来自例如CNBC、瘾科技等...</p>\n\n<a href=\"https://36kr.com/p/1336104225151233\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e6e888188b23906f700e3b8da68e4be9","relate_stocks":{"MSFT":"微软"},"source_url":"https://36kr.com/p/1336104225151233","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156016299","content_text":"一直以来，微软给外界的印象就是其在软件行业取得了空前的成功，Windows、Office，乃至让其重返巅峰的Azure莫不如此，但在硬件领域，微软的表现就有些一言难尽了。例如其在2019年夏季发布的Surface Duo，几乎就堪称是微软不堪回首的一场败局。作为消费者期盼已久的“Surface Phone”，Surface Duo却并没有为其在移动端打开局面，反而收获了来自例如CNBC、瘾科技等媒体“不成熟，不建议购买”的评价。事实上，Surface Duo的价格走势或许能够在一定程度上反应其受欢迎程度，在上市一个月后，这款机型的价格就由1399.9美元降至1199.9美元，一年后更是低至409.99美元。\n如此惊人的价格跳水幅度其实已经能够说明问题，Surface Duo并没有受到消费者的青睐。然而，在Surface Duo市场表现不佳，以及微软方面已经确定为双屏设备研发的Windows 10X不会作为一款独立操作系统发布，而是将其关键功能带到Windows 10与其他产品中后，当外界认为Surface Duo将重蹈微软手环、Surface RT的覆辙时，日前Surface Duo 2的相关信息却被海外科技媒体The Verge曝光了。\n根据此次曝光的信息显示，Surface Duo 2延续了双屏的机身形态，并没有采用当下主流折叠屏设计，后摄模组从单摄升级为主摄+超广角+长焦的三摄，搭载高通骁龙888主控，支持NFC，预装Android 11操作系统，支持侧置式指纹识别。从这些来看不难发现，Surface Duo 2的升级更多集中在硬件配置方面。\n但在外界看来，微软选择在Surface Duo 2做上出这样的改变，颇有些“头痛医头，脚痛医脚”。此前Surface Duo为什么会出现遭受场冷遇，其实性价比低是一个非常关键的问题。作为一款售价近1400美元、媲美顶配版iPhone12 Pro Max的产品，微软在这款2019年夏季发布、2020年9月开售的Surface Duo上犯了硬件严重落伍的错误。\n\n在核心硬件上，Surface Duo由两块单独的5.6英寸AMOLED屏幕组成，机身展开时能够连接在一起成为一块8.1英寸的大尺寸屏幕，搭载高通骁龙855主控，电池容量为3577mAh，配备了1100万像素的单摄，支持18W快充、Wi-Fi5、蓝牙5.0等功能，但并不支持5G网络及NFC。\n如果Surface Duo能够在2019年秋季上线，这样的硬件配置确实还有一定的吸引力，但是在2020年下半年，当配备骁龙865 Plus的Android旗舰产品出炉后，以上千美元的价格购买一台这款机型，显然对于消费者的说服力是不够的，并且在折叠屏机型经过了近两年的发展后，消费者更愿意看到的是一整块不会被铰链分割，能够弯折的屏幕，而且在当时，市场上还有产品力更强的三星Galaxy Z Fold 2可供选择。\n\n当然，即便在2019年夏季发布Surface Duo时，微软方面或许也没有想过以配置制胜，其对于Surface Duo的定位是能帮助用户重新思考如何使用“口袋里的设备”，而不是单纯地定义为一款折叠屏机型。微软硬件部门主管Panos Panay在此前接受The Verge采访时就曾表示，“用手机等类似词汇来为Surface Duo下定义往往有一定局限性，我也很抵触这样的说法。”\n根据Panos Panay的说法，Surface Duo是为微软应用生态服务的。利用双屏形态在生产力场景下，在多任务处理上的优势，来承载起自身应用生态无疑是微软方面的想法，而官方描述的一边进行Teams会议、一边使用OneNote记笔记的场景也很有画面感。所以本质上来说，Surface Duo更像是一款PDA，而不是折叠屏手机，是试图填补笔记本电脑无法兼顾的移动办公需求的空白。\n但遗憾的是，由于失去了Windows Phone，导致微软在移动生态领域几乎失去了话语权和对开发者的号召力，这款在Surface的产品思维打造之下的机型，再次重复了当初Windows Phone的困境，广大的第三方应用开发者对其兴趣缺缺。只有像Office、OneNote等“微软全家桶”才对其双屏设计有着较好的优化，第三方应用的适配进度则非常缓慢。\n\n更为致命的一点，是Surface Duo遇到了所有初代硬件产品都难以避免的问题——层出不穷的BUG。根据用户的反馈，Surface Duo在使用的过程中屏幕不正常闪烁、触控故障，使用手势过程中反应不灵敏、延迟，USB-C接口断裂，乃至电池膨胀等问题不一而足。\n既然Surface Duo不成功，为什么还会有续作产品呢？在我们看来，微软之所以继续保留这一产品线，原生支持Android应用的Windows 11是助力，而核心则源于微软关于Microsoft Graph的野望，需要Surface Duo的帮助。\n\nWindows 11原生支持Android应用在桌面端直接使用，代表着微软在经历了不甚成功的Windows on ARM后，找到了一个打通PC与移动端的契机。同样一款应用在PC和移动端无缝衔接，对于生产力场景而言显然是非常具有诱惑力的功能，这也意味着Surface Duo有了用武之地。\n而Microsoft Graph则是微软的远期目标，这是一套通用的API，开发者可以通过它轻松地访问微软在云端的服务和能力，并将其集成到自己的应用系统中，结合业务场景实现独特的价值。同时，Microsoft Graph也是硬件设备连接到Windows、Office 365、Outlook、Azure、Microsoft 365等一众微软服务的桥梁。\n\n开发者如果要开发一款应用程序，既需要提供邮件功能，又需要编辑和共享文件功能的话，就需要分别注册一个应用程序，再分别进行身份验证和授权，而且用到的代码库也可能是完全不同的。这时候，Microsoft Graph作为一个统一的支持平台就应运而生，其连接了微软的所有软件服务资源。\nSurface Duo在其中扮演的角色就是作为一款移动设备，为开发者、用户提供一个在移动端接入微软生态的入口。因为只要有开发者为Surface Duo编写应用，就需要用到Microsoft Graph这个提供访问微软在云端的服务和能力，并将其集成到自己应用中的API。\n\n所以即便Surface Duo如今市场表现不佳，但是其在微软的战略版图中或还有着一席之地，而财大气粗的微软自然也并不介意继续推进这一产品线。","news_type":1},"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800025698,"gmtCreate":1627267121014,"gmtModify":1633766694601,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088047978787670","authorIdStr":"4088047978787670"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800025698","repostId":"2154893468","repostType":4,"isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805814236,"gmtCreate":1627869711225,"gmtModify":1633755769777,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088047978787670","authorIdStr":"4088047978787670"},"themes":[],"htmlText":"💪🏻","listText":"💪🏻","text":"💪🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805814236","repostId":"1138840348","repostType":4,"isVote":1,"tweetType":1,"viewCount":890,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803280090,"gmtCreate":1627441265310,"gmtModify":1633764945788,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088047978787670","authorIdStr":"4088047978787670"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803280090","repostId":"2154945720","repostType":4,"isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800028645,"gmtCreate":1627266934587,"gmtModify":1633766697589,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088047978787670","authorIdStr":"4088047978787670"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/800028645","repostId":"1136191119","repostType":4,"isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172687915,"gmtCreate":1626959159537,"gmtModify":1633769390028,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088047978787670","authorIdStr":"4088047978787670"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172687915","repostId":"1175975559","repostType":4,"repost":{"id":"1175975559","kind":"news","pubTimestamp":1626958493,"share":"https://www.laohu8.com/m/news/1175975559?lang=&edition=full","pubTime":"2021-07-22 20:54","market":"us","language":"en","title":"Still Living in the Past, IBM Remains Behind the Tech Ball","url":"https://stock-news.laohu8.com/highlight/detail?id=1175975559","media":"InvestorPlace","summary":"IBM hasn't had any wins in a quarter century -- and it's not about to start. Here's what's behind IB","content":"<blockquote>\n <a href=\"https://laohu8.com/S/IBM\">IBM</a> hasn't had any wins in a quarter century -- and it's not about to start. Here's what's behind IBM stock.\n</blockquote>\n<p>To make a comparison to football,&nbsp;<b><a href=\"https://laohu8.com/S/IBM\">IBM</a> </b>is the Dallas Cowboys of technology. How do I mean? Well, both IBM and the Cowboys are overrated. They haven’t won a title in a quarter century and they’re not going to do it this year. Their system is stale, yet somehow they still have fans. All around, IBM stock represents a disappointment.</p>\n<p><img src=\"https://static.tigerbbs.com/23c40f297776e475ef48e891e3c26f52\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: shutterstock.com/LCV</p>\n<p>Basically, both the Cowboys and IBM are living in the past. The Cowboys revere football icon Tom Landry while actually being run by Jerry Jones. Similarly, IBM still reveres its 20th century leaders while still feeling the effects of former CEO and current executive chairmanVirginia Rometty.</p>\n<p>This much became clear when Jim Whitehurst, who brought IBM a new cachet with <a href=\"https://laohu8.com/S/RHT\">Red Hat</a> in 2019,announced his departure. Rometty and the IBM bureaucracy outmaneuvered him, installing Arvind Krishna as CEO. Now, the company is still behind the ball.</p>\n<p><b>IBM Stock: Rometty’s Bad Plays</b></p>\n<p>Rometty — who became CEO in 2012 after a career in marketing — compiled <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the worst executive records of the last decade in my opinion.</p>\n<p>For starters, like Randall Stephenson of<b>AT&amp;T</b>(NYSE:<b><u>T</u></b>), she prioritized the dividend and missed the cloud — a trillion-dollar opportunity. Additionally, like Jeff Immelt of<b><a href=\"https://laohu8.com/S/BGC\">General</a> Electric</b>(NYSE:<b><u>GE</u></b>), she covered up poor performance with happy talk and buybacks. Then finally, like Brian Krzanich of<b><a href=\"https://laohu8.com/S/INTC\">Intel</a></b>(NASDAQ:<b><u>INTC</u></b>), Rometty ran off talent until the cupboard was bare.</p>\n<p>When I was young, IBM dominated technology just like the Cowboys dominated football. They literally<i>made</i><b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></b>(NASDAQ:<b><u>MSFT</u></b>) and used it to crush<b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b>(NASDAQ:<b><u>AAPL</u></b>) in PCs. Their style was to bring in suits who assured clients they could handle all of their computing. Their Jimmy Johnson (another football icon) was Lou Gerstner, who made IBM a consulting company. Gerstner even wrote a book about it called<i>Who Says Elephants Can’t Dance.</i></p>\n<p>Whitehurst also has a book,<i>The Open Organization</i>, which describes how successful companies today must be run from the bottom-up as much as the top-down. Tech companies must also be partners with their customers, Whitehurst notes, not their overlords. The book was a direct challenge to the way IBM does business.</p>\n<p>When the companybought Red Hat, I was ready to buy IBM stock, thinking it would mark a transformation. However, Rometty and others have shown that’s not happening.</p>\n<p><b>Why IBM Looks Good</b></p>\n<p>Of course, IBM stock still looks good right now because everything in tech looks good. Today, shares are up 12% year-to-date (YTD) and have paid out $3.27 per share in dividends. Thesecond-quarter earningslooked good as well. Now, investors are hoping that, byspinning offits services business as Kyndryl,&nbsp; IBM can be great again.</p>\n<p>But that’s not going to happen. Kyndryl has signed an expensive leaseatop One Vanderbilt. It’s a sales office, meant to over-awe clients with its power. That’s the IBM way. But Kyndryl is just an outsourcer like<b>Cognizant</b>(NASDAQ:<b><u>CTSH</u></b>), which has also gone nowhere this year.</p>\n<p>And the rest of IBM? It will be a minnow among giants.<b><a href=\"https://laohu8.com/S/DVMT\">Dell</a></b>&nbsp;(NYSE:<b><u>DELL</u></b>), which is similar to the company and owns most of<b>VMWare</b>(NYSE:<b><u>VMW</u></b>), is up 31% YTD. Likewise,<b><a href=\"https://laohu8.com/S/ORCL\">Oracle</a></b>(NYSE:<b><u>ORCL</u></b>) — the faux cloud company that Silicon Valley loves to hate — is up 39% YTD.</p>\n<p>Of course, the “hybrid cloud” is agreat idea,but IBM can’t execute on it. After all, Dak Prescott is also a good quarterback, but that doesn’t mean he can carry the team.</p>\n<p><b>The Bottom Line on IBM Stock</b></p>\n<p>If one word can be used to describe IBM today,it’s Watson.</p>\n<p>Watson was named for the company’s legendary CEOs, Tom Watson Sr. — who created IBM —&nbsp; and Tom Watson Jr., who made IBM a computer company. It was supposed to become a dominant artificial intelligence (AI) engine.</p>\n<p>In the end, though, Watson was justApache Hadoopwith a fancy front-end. Hadoop was an interesting idea, but a business failure.</p>\n<p>When it comes down to it, IBM needs to be recycled, like its old upstate <a href=\"https://laohu8.com/S/NWY\">New York</a> manufacturing plantsneed to be recycled. My guess is that it will be, after the company has flailed a bit as this latest incarnation. Its cloud will become a real estate investment trust (REIT) like<b><a href=\"https://laohu8.com/S/EQIX\">Equinix</a></b>(NASDAQ:<b><u>EQIX</u></b>) and Red Hat will be spun out on its own. Retirement liabilities will be made to disappear.</p>\n<p>But IBM won’t be taken out for nearly the $126 billion it’s worth today. That’s because, in my opinion, Virginia Rometty has become the Jerry Jones of technology. She’ll win eight games and lose eight games, then call it a success. Consider that before investing in IBM stock.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Still Living in the Past, IBM Remains Behind the Tech Ball</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStill Living in the Past, IBM Remains Behind the Tech Ball\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 20:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/07/ibm-stock-still-living-in-past-ibm-remains-behind-the-tech-ball/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IBM hasn't had any wins in a quarter century -- and it's not about to start. Here's what's behind IBM stock.\n\nTo make a comparison to football, IBM is the Dallas Cowboys of technology. How do I mean? ...</p>\n\n<a href=\"https://investorplace.com/2021/07/ibm-stock-still-living-in-past-ibm-remains-behind-the-tech-ball/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"https://investorplace.com/2021/07/ibm-stock-still-living-in-past-ibm-remains-behind-the-tech-ball/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175975559","content_text":"IBM hasn't had any wins in a quarter century -- and it's not about to start. Here's what's behind IBM stock.\n\nTo make a comparison to football, IBM is the Dallas Cowboys of technology. How do I mean? Well, both IBM and the Cowboys are overrated. They haven’t won a title in a quarter century and they’re not going to do it this year. Their system is stale, yet somehow they still have fans. All around, IBM stock represents a disappointment.\nSource: shutterstock.com/LCV\nBasically, both the Cowboys and IBM are living in the past. The Cowboys revere football icon Tom Landry while actually being run by Jerry Jones. Similarly, IBM still reveres its 20th century leaders while still feeling the effects of former CEO and current executive chairmanVirginia Rometty.\nThis much became clear when Jim Whitehurst, who brought IBM a new cachet with Red Hat in 2019,announced his departure. Rometty and the IBM bureaucracy outmaneuvered him, installing Arvind Krishna as CEO. Now, the company is still behind the ball.\nIBM Stock: Rometty’s Bad Plays\nRometty — who became CEO in 2012 after a career in marketing — compiled one of the worst executive records of the last decade in my opinion.\nFor starters, like Randall Stephenson ofAT&T(NYSE:T), she prioritized the dividend and missed the cloud — a trillion-dollar opportunity. Additionally, like Jeff Immelt ofGeneral Electric(NYSE:GE), she covered up poor performance with happy talk and buybacks. Then finally, like Brian Krzanich ofIntel(NASDAQ:INTC), Rometty ran off talent until the cupboard was bare.\nWhen I was young, IBM dominated technology just like the Cowboys dominated football. They literallymadeMicrosoft(NASDAQ:MSFT) and used it to crushApple(NASDAQ:AAPL) in PCs. Their style was to bring in suits who assured clients they could handle all of their computing. Their Jimmy Johnson (another football icon) was Lou Gerstner, who made IBM a consulting company. Gerstner even wrote a book about it calledWho Says Elephants Can’t Dance.\nWhitehurst also has a book,The Open Organization, which describes how successful companies today must be run from the bottom-up as much as the top-down. Tech companies must also be partners with their customers, Whitehurst notes, not their overlords. The book was a direct challenge to the way IBM does business.\nWhen the companybought Red Hat, I was ready to buy IBM stock, thinking it would mark a transformation. However, Rometty and others have shown that’s not happening.\nWhy IBM Looks Good\nOf course, IBM stock still looks good right now because everything in tech looks good. Today, shares are up 12% year-to-date (YTD) and have paid out $3.27 per share in dividends. Thesecond-quarter earningslooked good as well. Now, investors are hoping that, byspinning offits services business as Kyndryl,  IBM can be great again.\nBut that’s not going to happen. Kyndryl has signed an expensive leaseatop One Vanderbilt. It’s a sales office, meant to over-awe clients with its power. That’s the IBM way. But Kyndryl is just an outsourcer likeCognizant(NASDAQ:CTSH), which has also gone nowhere this year.\nAnd the rest of IBM? It will be a minnow among giants.Dell (NYSE:DELL), which is similar to the company and owns most ofVMWare(NYSE:VMW), is up 31% YTD. Likewise,Oracle(NYSE:ORCL) — the faux cloud company that Silicon Valley loves to hate — is up 39% YTD.\nOf course, the “hybrid cloud” is agreat idea,but IBM can’t execute on it. After all, Dak Prescott is also a good quarterback, but that doesn’t mean he can carry the team.\nThe Bottom Line on IBM Stock\nIf one word can be used to describe IBM today,it’s Watson.\nWatson was named for the company’s legendary CEOs, Tom Watson Sr. — who created IBM —  and Tom Watson Jr., who made IBM a computer company. It was supposed to become a dominant artificial intelligence (AI) engine.\nIn the end, though, Watson was justApache Hadoopwith a fancy front-end. Hadoop was an interesting idea, but a business failure.\nWhen it comes down to it, IBM needs to be recycled, like its old upstate New York manufacturing plantsneed to be recycled. My guess is that it will be, after the company has flailed a bit as this latest incarnation. Its cloud will become a real estate investment trust (REIT) likeEquinix(NASDAQ:EQIX) and Red Hat will be spun out on its own. Retirement liabilities will be made to disappear.\nBut IBM won’t be taken out for nearly the $126 billion it’s worth today. That’s because, in my opinion, Virginia Rometty has become the Jerry Jones of technology. She’ll win eight games and lose eight games, then call it a success. Consider that before investing in IBM stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173628403,"gmtCreate":1626658479702,"gmtModify":1633925190078,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088047978787670","authorIdStr":"4088047978787670"},"themes":[],"htmlText":"这是什么？","listText":"这是什么？","text":"这是什么？","images":[{"img":"https://static.tigerbbs.com/331f26b1ac24a35c67471efb297354b5","width":"750","height":"1798"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/173628403","isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":834391347,"gmtCreate":1629770430989,"gmtModify":1633682560777,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088047978787670","authorIdStr":"4088047978787670"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/834391347","repostId":"836649045","repostType":1,"repost":{"id":836649045,"gmtCreate":1629459540000,"gmtModify":1629763559541,"author":{"id":"106205579794560","authorId":"106205579794560","name":"韭菜投资学","avatar":"https://static.laohu8.com/104f163910be5b23f451abc233c9786e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"106205579794560","authorIdStr":"106205579794560"},"themes":[],"title":"大跌之后，有了点新想法","htmlText":"今天股市大跌，我一边吃面，一边做了个数据分析，发现了不少有意思的结论。 我比较了两个策略的长期表现。 第一个策略叫“追成长”。在每年年初，选出上市已经满3年，且过去3年中，每年扣非净利润增速都超过30%的股票。 这其中，还要排除一些微利的伪成长股，比如有的公司一年就赚100万，第二年一下子赚了300万，好家伙增幅200%。增速虽然高，但净利润金额太少，这种就不是真成长，要剔除。我要求，过去三年每年的扣非净利润，每年至少都要有5000万。 这样筛选出来的股票，就构成一个股票池，代表业绩持续高成长股。 第二个策略叫“捡便宜”。在每年年初，选出上市已经满5年，且市盈率PE处于过去5年10%分位以下的，也就是要求该股票的PE估值，比过去5年90%的时候都低。 同样，为了避免一些微利的小股票干扰，仍然要求过去三年每年的扣非净利润，至少都要有5000万。 这样筛选出来的股票，构成第二个股票池，代表低估值股。 每年年初，都这么选出两个组合，然后以5年为期限，观察5年后它们的收益表现。 我先贴结果，追成长组合表现如下表。说下这个表怎么看，以第一行2012年为例，意思就是2012年初买入当时选出的追成长组合，持有5年，组合内股票的平均涨幅、中位数涨幅是多少，我还列了同期沪深300指数的涨幅作为参考。初始PE中位数，是买入组合时成分股PE的中位数，5年后PE中位数就是5年后的。第二行2013年，就是2013年初选出组合买入持有5年的情况，后面以此类推，只做到2016年，是因为2017年再买的话，到现在满不了5年。 接下来是捡便宜组合的表现： 我说下结论和分析： 1. 无论是追成长组合，还是捡便宜组合，也无论从哪一年开始买，持有5年后，平均涨幅都好于中位数涨幅。 这是个很有意义的结论。平均涨幅，就是把组合内所有股票的涨幅做算数平均，就相当于一开始每个股票都买了相同金额，最后获得的收益率。而中位数","listText":"今天股市大跌，我一边吃面，一边做了个数据分析，发现了不少有意思的结论。 我比较了两个策略的长期表现。 第一个策略叫“追成长”。在每年年初，选出上市已经满3年，且过去3年中，每年扣非净利润增速都超过30%的股票。 这其中，还要排除一些微利的伪成长股，比如有的公司一年就赚100万，第二年一下子赚了300万，好家伙增幅200%。增速虽然高，但净利润金额太少，这种就不是真成长，要剔除。我要求，过去三年每年的扣非净利润，每年至少都要有5000万。 这样筛选出来的股票，就构成一个股票池，代表业绩持续高成长股。 第二个策略叫“捡便宜”。在每年年初，选出上市已经满5年，且市盈率PE处于过去5年10%分位以下的，也就是要求该股票的PE估值，比过去5年90%的时候都低。 同样，为了避免一些微利的小股票干扰，仍然要求过去三年每年的扣非净利润，至少都要有5000万。 这样筛选出来的股票，构成第二个股票池，代表低估值股。 每年年初，都这么选出两个组合，然后以5年为期限，观察5年后它们的收益表现。 我先贴结果，追成长组合表现如下表。说下这个表怎么看，以第一行2012年为例，意思就是2012年初买入当时选出的追成长组合，持有5年，组合内股票的平均涨幅、中位数涨幅是多少，我还列了同期沪深300指数的涨幅作为参考。初始PE中位数，是买入组合时成分股PE的中位数，5年后PE中位数就是5年后的。第二行2013年，就是2013年初选出组合买入持有5年的情况，后面以此类推，只做到2016年，是因为2017年再买的话，到现在满不了5年。 接下来是捡便宜组合的表现： 我说下结论和分析： 1. 无论是追成长组合，还是捡便宜组合，也无论从哪一年开始买，持有5年后，平均涨幅都好于中位数涨幅。 这是个很有意义的结论。平均涨幅，就是把组合内所有股票的涨幅做算数平均，就相当于一开始每个股票都买了相同金额，最后获得的收益率。而中位数","text":"今天股市大跌，我一边吃面，一边做了个数据分析，发现了不少有意思的结论。 我比较了两个策略的长期表现。 第一个策略叫“追成长”。在每年年初，选出上市已经满3年，且过去3年中，每年扣非净利润增速都超过30%的股票。 这其中，还要排除一些微利的伪成长股，比如有的公司一年就赚100万，第二年一下子赚了300万，好家伙增幅200%。增速虽然高，但净利润金额太少，这种就不是真成长，要剔除。我要求，过去三年每年的扣非净利润，每年至少都要有5000万。 这样筛选出来的股票，就构成一个股票池，代表业绩持续高成长股。 第二个策略叫“捡便宜”。在每年年初，选出上市已经满5年，且市盈率PE处于过去5年10%分位以下的，也就是要求该股票的PE估值，比过去5年90%的时候都低。 同样，为了避免一些微利的小股票干扰，仍然要求过去三年每年的扣非净利润，至少都要有5000万。 这样筛选出来的股票，构成第二个股票池，代表低估值股。 每年年初，都这么选出两个组合，然后以5年为期限，观察5年后它们的收益表现。 我先贴结果，追成长组合表现如下表。说下这个表怎么看，以第一行2012年为例，意思就是2012年初买入当时选出的追成长组合，持有5年，组合内股票的平均涨幅、中位数涨幅是多少，我还列了同期沪深300指数的涨幅作为参考。初始PE中位数，是买入组合时成分股PE的中位数，5年后PE中位数就是5年后的。第二行2013年，就是2013年初选出组合买入持有5年的情况，后面以此类推，只做到2016年，是因为2017年再买的话，到现在满不了5年。 接下来是捡便宜组合的表现： 我说下结论和分析： 1. 无论是追成长组合，还是捡便宜组合，也无论从哪一年开始买，持有5年后，平均涨幅都好于中位数涨幅。 这是个很有意义的结论。平均涨幅，就是把组合内所有股票的涨幅做算数平均，就相当于一开始每个股票都买了相同金额，最后获得的收益率。而中位数","images":[{"img":"https://static.tigerbbs.com/fe1b776314a14e2ebb2742c83186b7cd"},{"img":"https://static.tigerbbs.com/c1158be082314035913929da5885be88"},{"img":"https://static.tigerbbs.com/fe1b776314a14e2ebb2742c83186b7cd"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836649045","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805815313,"gmtCreate":1627869678732,"gmtModify":1633755771107,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088047978787670","authorIdStr":"4088047978787670"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805815313","repostId":"2156162466","repostType":4,"repost":{"id":"2156162466","kind":"highlight","pubTimestamp":1627865012,"share":"https://www.laohu8.com/m/news/2156162466?lang=&edition=full","pubTime":"2021-08-02 08:43","market":"hk","language":"zh","title":"全球最大铜矿工人决定罢工，铜价会受影响吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2156162466","media":"华尔街见闻","summary":"作为全球最大铜矿，Escondida铜矿占据全球铜供应的5%。疫情期间，智利铜矿劳动力已因防控措施减少了10%，罢工可能加剧铜价的上涨，甚至高于5月份创下的历史新高。","content":"<p><a href=\"https://laohu8.com/S/BBL\">必和必拓</a>位于智利的Escondida铜矿的工人投票决定罢工，以向集团施压，争取更好的工资和福利。事件对全球铜供应的扰动或将使铜价再迎一波上涨。</p>\n<p>Escondida铜矿工会周六在声明中表示，其2164名成员（占投票人数的 99.5%）选择拒绝<a href=\"https://laohu8.com/S/BHP.AU\">必和必拓</a>集团所提出有关薪资要求的最终合同要约，因工会所要求的疫情期间为工人提供一次性奖金、给予工人与绩效挂钩的补偿、改进职业发展计划和教育福利等条款并未包含在内。</p>\n<p>作为全球最大铜矿，Escondida铜矿占据全球铜供应的5%；2017年该铜矿曾罢工长达44天，对智利经济和全球供应链形成不小打击，此次罢工因此备受关注。目前罢工尚未正式实行，华尔街日报援引分析师称，智利劳动法规定矿工须在政府强制调解期间继续工作长达10天，投票决定罢工在各行各业通常被视为一种谈判策略。</p>\n<p>工会表示：</p>\n<blockquote>\n 我们希望这次压倒性的投票结果将向必和必拓敲响警钟，以便与集团启动实质性讨论并达成令人满意的协议——如果集团想避免长时间的冲突的话。这可能是智利历史上代价最大的工会冲突。\n</blockquote>\n<p>疫情期间，智利铜矿劳动力已因防控措施减少了10%。加上预计全球经济复苏后能源转型加速，电动车和可再生能源对铜需求量增加，铜价已经在今年早些时候飙升至创纪录水平。分析师表示，罢工可能加剧铜价的上涨。</p>\n<p>惠誉分析师 Sabrin Chowdhury 表示：</p>\n<blockquote>\n 无论罢工发生与否，都会导致投资者恐慌，因为最近几周交易所的铜库存急剧下降。市场已经吃紧，供不应求，正努力恢复到疫情爆发前的水平。如果罢工真的发生，铜价将创下历史新高，高于5月份的水平。\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/779b10ba2bea544aa0621345622ccef4\" tg-width=\"930\" tg-height=\"609\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>本周伦敦金属交易所铜价攀升至六周高点，并接近5月份的历史高点。 <a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>表示，合约谈判是短期铜前景的关键。该行表示，尽管随着产量增长超过需求，该银行预计 2022年铜将出现过剩，但今年全球市场仍面临铜供应短缺。</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>全球最大铜矿工人决定罢工，铜价会受影响吗？</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 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全球最大铜矿工人决定罢工，铜价会受影响吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-02 08:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3636864><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>必和必拓位于智利的Escondida铜矿的工人投票决定罢工，以向集团施压，争取更好的工资和福利。事件对全球铜供应的扰动或将使铜价再迎一波上涨。\nEscondida铜矿工会周六在声明中表示，其2164名成员（占投票人数的 99.5%）选择拒绝必和必拓集团所提出有关薪资要求的最终合同要约，因工会所要求的疫情期间为工人提供一次性奖金、给予工人与绩效挂钩的补偿、改进职业发展计划和教育福利等条款并未包含在内...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3636864\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/80c13588f559343a96ce06d72d3cf4d5","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3636864","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156162466","content_text":"必和必拓位于智利的Escondida铜矿的工人投票决定罢工，以向集团施压，争取更好的工资和福利。事件对全球铜供应的扰动或将使铜价再迎一波上涨。\nEscondida铜矿工会周六在声明中表示，其2164名成员（占投票人数的 99.5%）选择拒绝必和必拓集团所提出有关薪资要求的最终合同要约，因工会所要求的疫情期间为工人提供一次性奖金、给予工人与绩效挂钩的补偿、改进职业发展计划和教育福利等条款并未包含在内。\n作为全球最大铜矿，Escondida铜矿占据全球铜供应的5%；2017年该铜矿曾罢工长达44天，对智利经济和全球供应链形成不小打击，此次罢工因此备受关注。目前罢工尚未正式实行，华尔街日报援引分析师称，智利劳动法规定矿工须在政府强制调解期间继续工作长达10天，投票决定罢工在各行各业通常被视为一种谈判策略。\n工会表示：\n\n 我们希望这次压倒性的投票结果将向必和必拓敲响警钟，以便与集团启动实质性讨论并达成令人满意的协议——如果集团想避免长时间的冲突的话。这可能是智利历史上代价最大的工会冲突。\n\n疫情期间，智利铜矿劳动力已因防控措施减少了10%。加上预计全球经济复苏后能源转型加速，电动车和可再生能源对铜需求量增加，铜价已经在今年早些时候飙升至创纪录水平。分析师表示，罢工可能加剧铜价的上涨。\n惠誉分析师 Sabrin Chowdhury 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