JuJulo的个人主页 - 老虎社区

JuJulo

JuJulo

暂无个人介绍

IP属地：未知

30关注

5粉丝

4主题

0勋章

2021-12-28

Is meta going to continue to raise?

抱歉，原内容已删除

2021-10-03

$Full House Resorts Inc(FLL)$11.62This share might go up due to NSW is open up soon

2021-11-08

It's great. I knew it will raise just matter of time.

Crypto stocks rose in premarket trading, BITF shares jumped more than 12%

2021-11-30

股票也沒漲啊！改不改無所謂的

抱歉，原内容已删除

2021-10-13

At least save life.

抱歉，原内容已删除

2021-11-17

$輝瑞(PFE)$should be up to $55 by the end of this week ..

2021-10-14

科技股was raised last night and I hope it will continues tonight. Good luck.

昨夜今晨：无惧美联储Taper在望！科技股支持美股反弹

2021-11-03

I knew Pfizer stock will raise again

抱歉，原内容已删除

2021-10-25

Need to pay attention on financial report. Need to keep or sell stocks because them make announcement.

抱歉，原内容已删除

2021-12-29

Surprise.

抱歉，原内容已删除

2021-11-23

Costco and nvda are good to buy

抱歉，原内容已删除

2021-11-21

I am looking at this stock... Might be a good investment...

Roblox stock jumped 5% in morning trading

2021-11-20

Cool. See what happens as currently Tesla is the leader. I still see telsa is going be very strong.

特斯拉真会暴跌90%吗？别激动，认真分析一下

2021-10-29

Pay attention on this stock...

芯片代工巨头格芯登陆纳斯达克！首挂平开

2021-10-21

Pfizer will continue to raise.

抱歉，原内容已删除

2021-10-19

Hope Intel will have a good financial report.

抱歉，原内容已删除

2021-10-14

I feel the market will still go up and down in October. I hope Nov will be stable.

外媒头条：美国9月CPI涨幅超过预期！凸显通胀压力

2022-01-10

Nvda TSM 加油

5nm/3nm工艺太抢手 AMD、苹果、NVIDIA等巨资预定台积电产能

2022-01-06

I can't see Bitcoin will do well in 2022. Very disappointed on this share.

抱歉，原内容已删除

2022-01-01

Hope Codx will Raise to $11.50 above.

抱歉，原内容已删除

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4095601774578290","uuid":"4095601774578290","gmtCreate":1632500188585,"gmtModify":1633225275350,"name":"JuJulo","pinyin":"jujulo","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/bb473b3f2f568a71516662aa5b0c8320","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":5,"headSize":30,"tweetSize":55,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":4,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.02.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":694381432,"gmtCreate":1641819359240,"gmtModify":1641819359327,"author":{"id":"4095601774578290","authorId":"4095601774578290","name":"JuJulo","avatar":"https://static.tigerbbs.com/bb473b3f2f568a71516662aa5b0c8320","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095601774578290","authorIdStr":"4095601774578290"},"themes":[],"htmlText":"Nvda TSM 加油","listText":"Nvda TSM 加油","text":"Nvda TSM 加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694381432","repostId":"2202221989","repostType":2,"repost":{"id":"2202221989","kind":"news","pubTimestamp":1641792720,"share":"https://www.laohu8.com/m/news/2202221989?lang=&edition=full","pubTime":"2022-01-10 13:32","market":"us","language":"zh","title":"5nm/3nm工艺太抢手 AMD、苹果、NVIDIA等巨资预定台积电产能","url":"https://stock-news.laohu8.com/highlight/detail?id=2202221989","media":"快科技","summary":"2021年全球半导体产能紧张，现在一年了也没好转，抢占产能成为各大半导体设计公司的头等大事，第一大晶圆代工厂台积电成为香饽饽，AMD、苹果、NVIDIA等公司纷纷提前支付预订款锁定产能，今年5nm及3nm工艺是重点。NVIDIA在台积电的订单占比不多，之前主要是7nm A100大核心，不过今年的RTX 40系列据悉会转向台积电5nm。至于高通这边，这两年的主力代工也是三星5nm、4nm，不过今年下半年据说也会转向台积电的4nm工艺，推出升级版的骁龙8 Gen 1。","content":"<html><body><article><p>2021年全球半导体产能紧张，现在一年了也没好转，抢占产能成为各大半导体设计公司的头等大事，第一大晶圆代工厂<a href=\"https://laohu8.com/S/TSM\">台积电</a>成为香饽饽，<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、NVIDIA等公司纷纷提前支付预订款锁定产能，今年5nm及3nm工艺是重点。</p><p>据报道，虽然Q1季度是传统的淡季，但是台积电收到的预付款创新高了，各大半导体设计公司预付了1500亿新台币的款项，约合346亿元，而去年Q3季度的时候已付款也不过1063.29亿新台币。</p><p>在过去8个季度中，台积电的预付款金额稳步提升，每一季的增长率都超过144%，客户预付费锁定订单推动了台积电业绩不断增长，今年的营收增长率依然会高达26%。</p><p>在支付预付款的客户中，苹果、AMD、NVIDIA、<a href=\"https://laohu8.com/S/QCOM\">高通</a>等公司是重点，其中苹果现在主力产能是5nm，今年还会抢先用上台积电最新的3nm工艺，不过iPhone 14的A16芯片是赶不上了。</p><p>AMD的工艺主要集中在7nm、6nm及年底的5nm上，最近发布的锐龙6000升级6nm，年底的Zen4则要上5nm工艺。</p><p>NVIDIA在台积电的订单占比不多，之前主要是7nm A100大核心，不过今年的RTX 40系列据悉会转向台积电5nm。</p><p>至于高通这边，这两年的主力代工也是<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>5nm、4nm，不过今年下半年据说也会转向台积电的4nm工艺，推出升级版的骁龙8 Gen 1。</p></article></body></html>","source":"tencent","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>5nm/3nm工艺太抢手 AMD、苹果、NVIDIA等巨资预定台积电产能</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\">\n5nm/3nm工艺太抢手 AMD、苹果、NVIDIA等巨资预定台积电产能\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-10 13:32 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202201101332577a20ea9b&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2021年全球半导体产能紧张，现在一年了也没好转，抢占产能成为各大半导体设计公司的头等大事，第一大晶圆代工厂台积电成为香饽饽，AMD、苹果、NVIDIA等公司纷纷提前支付预订款锁定产能，今年5nm及3nm工艺是重点。据报道，虽然Q1季度是传统的淡季，但是台积电收到的预付款创新高了，各大半导体设计公司预付了1500亿新台币的款项，约合346亿元，而去年Q3季度的时候已付款也不过1063.29亿新台币...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202201101332577a20ea9b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"BK4170":"电脑硬件、储存设备及电脑周边","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","NVDA":"英伟达","AMD":"美国超微公司","AAPL":"苹果","BK4501":"段永平概念","BK4512":"苹果概念","BK4527":"明星科技股","BK4553":"喜马拉雅资本持仓","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4529":"IDC概念","BK4566":"资本集团","TSM":"台积电","BK4505":"高瓴资本持仓","BK4515":"5G概念","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","BK4507":"流媒体概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202201101332577a20ea9b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2202221989","content_text":"2021年全球半导体产能紧张，现在一年了也没好转，抢占产能成为各大半导体设计公司的头等大事，第一大晶圆代工厂台积电成为香饽饽，AMD、苹果、NVIDIA等公司纷纷提前支付预订款锁定产能，今年5nm及3nm工艺是重点。据报道，虽然Q1季度是传统的淡季，但是台积电收到的预付款创新高了，各大半导体设计公司预付了1500亿新台币的款项，约合346亿元，而去年Q3季度的时候已付款也不过1063.29亿新台币。在过去8个季度中，台积电的预付款金额稳步提升，每一季的增长率都超过144%，客户预付费锁定订单推动了台积电业绩不断增长，今年的营收增长率依然会高达26%。在支付预付款的客户中，苹果、AMD、NVIDIA、高通等公司是重点，其中苹果现在主力产能是5nm，今年还会抢先用上台积电最新的3nm工艺，不过iPhone 14的A16芯片是赶不上了。AMD的工艺主要集中在7nm、6nm及年底的5nm上，最近发布的锐龙6000升级6nm，年底的Zen4则要上5nm工艺。NVIDIA在台积电的订单占比不多，之前主要是7nm A100大核心，不过今年的RTX 40系列据悉会转向台积电5nm。至于高通这边，这两年的主力代工也是三星5nm、4nm，不过今年下半年据说也会转向台积电的4nm工艺，推出升级版的骁龙8 Gen 1。","news_type":1,"symbols_score_info":{"AAPL":1,"AMD":1,"TWmain":1,"NVDA":0.6,"TSM":0.6}},"isVote":1,"tweetType":1,"viewCount":1515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695862458,"gmtCreate":1641410804210,"gmtModify":1641419997377,"author":{"id":"4095601774578290","authorId":"4095601774578290","name":"JuJulo","avatar":"https://static.tigerbbs.com/bb473b3f2f568a71516662aa5b0c8320","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095601774578290","authorIdStr":"4095601774578290"},"themes":[],"htmlText":"I can't see Bitcoin will do well in 2022. Very disappointed on this share.&nbsp;","listText":"I can't see Bitcoin will do well in 2022. Very disappointed on this share.&nbsp;","text":"I can't see Bitcoin will do well in 2022. Very disappointed on this share.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695862458","repostId":"2195491095","repostType":2,"isVote":1,"tweetType":1,"viewCount":2517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692214949,"gmtCreate":1640989516368,"gmtModify":1640989516503,"author":{"id":"4095601774578290","authorId":"4095601774578290","name":"JuJulo","avatar":"https://static.tigerbbs.com/bb473b3f2f568a71516662aa5b0c8320","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095601774578290","authorIdStr":"4095601774578290"},"themes":[],"htmlText":"Hope Codx will Raise to $11.50 above.&nbsp;","listText":"Hope Codx will Raise to $11.50 above.&nbsp;","text":"Hope Codx will Raise to $11.50 above.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692214949","repostId":"2195140254","repostType":2,"isVote":1,"tweetType":1,"viewCount":3161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692117612,"gmtCreate":1640874454353,"gmtModify":1640874454476,"author":{"id":"4095601774578290","authorId":"4095601774578290","name":"JuJulo","avatar":"https://static.tigerbbs.com/bb473b3f2f568a71516662aa5b0c8320","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095601774578290","authorIdStr":"4095601774578290"},"themes":[],"htmlText":"Wonder what will happen tonight?","listText":"Wonder what will happen tonight?","text":"Wonder what will happen tonight?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692117612","repostId":"1175206227","repostType":4,"isVote":1,"tweetType":1,"viewCount":1905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696515174,"gmtCreate":1640734608997,"gmtModify":1640734609109,"author":{"id":"4095601774578290","authorId":"4095601774578290","name":"JuJulo","avatar":"https://static.tigerbbs.com/bb473b3f2f568a71516662aa5b0c8320","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095601774578290","authorIdStr":"4095601774578290"},"themes":[],"htmlText":"Surprise.","listText":"Surprise.","text":"Surprise.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696515174","repostId":"2195343128","repostType":4,"isVote":1,"tweetType":1,"viewCount":1685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696235005,"gmtCreate":1640700725448,"gmtModify":1640700725612,"author":{"id":"4095601774578290","authorId":"4095601774578290","name":"JuJulo","avatar":"https://static.tigerbbs.com/bb473b3f2f568a71516662aa5b0c8320","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095601774578290","authorIdStr":"4095601774578290"},"themes":[],"htmlText":"So codx will continue to raise?&nbsp;","listText":"So codx will continue to raise?&nbsp;","text":"So codx will continue to raise?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696235005","repostId":"2194438650","repostType":2,"isVote":1,"tweetType":1,"viewCount":2032,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696196538,"gmtCreate":1640647150120,"gmtModify":1640655941792,"author":{"id":"4095601774578290","authorId":"4095601774578290","name":"JuJulo","avatar":"https://static.tigerbbs.com/bb473b3f2f568a71516662aa5b0c8320","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095601774578290","authorIdStr":"4095601774578290"},"themes":[],"htmlText":"It will take a while to resolve issue due to winter time in states. I am sure some medicines can help to resolve covid omicron patients. 加油 USA. We want shares to continue to raise before new year... Everyone is happy.","listText":"It will take a while to resolve issue due to winter time in states. I am sure some medicines can help to resolve covid omicron patients. 加油 USA. We want shares to continue to raise before new year... Everyone is happy.","text":"It will take a while to resolve issue due to winter time in states. I am sure some medicines can help to resolve covid omicron patients. 加油 USA. We want shares to continue to raise before new year... Everyone is happy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696196538","repostId":"2194100893","repostType":4,"repost":{"id":"2194100893","kind":"highlight","pubTimestamp":1640640933,"share":"https://www.laohu8.com/m/news/2194100893?lang=&edition=full","pubTime":"2021-12-28 05:35","market":"us","language":"zh","title":"外媒头条：拜登称需要在州一级解决新冠激增问题","url":"https://stock-news.laohu8.com/highlight/detail?id=2194100893","media":"市场资讯","summary":"　　美国总统拜登总统承诺帮助那些在omicron变体中苦苦挣扎的州长，但承认各州需要带头控制大流行。　　这些评论代表了拜登政府迄今为止最明确的承认之一，即在遏制 Covid-19 传播的努力中需要州和地方政府的帮助。　　拜登可能担心，如果没有各州的帮助，联邦遏制病毒的举措将无法奏效。航空公司采取了各种措施来防止机组人员感染，例如联合航空要求全员接种疫苗，达美航空对未接种疫苗的员工每月收取一笔附加费。","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p>\n<blockquote>\n <b>1、拜登表示没有联邦解决方案 需要在州一级解决新冠激增问题</b>\n</blockquote>\n<blockquote>\n <b>2、冬季风暴叠加新冠疫情 美国大批航班取消的情况延续到周一</b>\n</blockquote>\n<blockquote>\n <b>3、土耳其里拉结束五连涨 埃尔多安的保证似乎不管用</b>\n</blockquote>\n<blockquote>\n <b>4、困于利润下降及盗窃案激增 美国大型零售连锁店开始闭店</b>\n</blockquote>\n<blockquote>\n <b>5、小摩称投资者过于悲观 认为美股不会大幅回调</b>\n</blockquote>\n<blockquote>\n <b>6、福奇：美国应考虑规定国内旅行需接种新冠疫苗</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/c05f759cf6950cdd364954859273f39b\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p><b>拜登表示没有联邦解决方案 需要在州一级解决新冠激增问题</b></p>\n<p>美国总统拜登总统承诺帮助那些在omicron变体中苦苦挣扎的州长，但承认各州需要带头控制大流行。</p>\n<p>拜登在与美国一些州长会面之前说，“没有联邦解决方案。这（需要）在州一级得到解决。”</p>\n<p>这些评论代表了拜登政府迄今为止最明确的承认之一，即在遏制 Covid-19 传播的努力中需要州和地方政府的帮助。</p>\n<p>拜登可能担心，如果没有各州的帮助，联邦遏制病毒的举措将无法奏效。这些评论也可能是为了向州长施加更大的压力，要求他们在控制疾病方面发挥更大的作用。</p>\n<p>由于美国全国对病毒的态度和公共安全优先事项的不同，州长们对拜登政府的努力的反应喜忧参半。</p>\n<p><img src=\"https://static.tigerbbs.com/2a920342cac1cb6e0855026df098fa32\" tg-width=\"550\" tg-height=\"292\" referrerpolicy=\"no-referrer\"></p>\n<p><b>冬季风暴叠加新冠疫情 美国大批航班取消的情况延续到周一</b></p>\n<p>圣诞节周末打乱美国人出行计划的航班取消问题延续到周一，<b>在航空公司本就因新冠肺炎病例激增而人手不足的情况下，冬季风暴更是令他们雪上加霜</b>。</p>\n<p>FlightAware.com的数据显示，在周末期间超过2800个航班被取消后，截至纽约时间下午1点，周一又有超过1000个美国航班被取消。情况最严重的航司之一是阿拉斯加航空，因其在西雅图-塔科马国际机场的主要基地受到降雪和罕见低温的影响。</p>\n<p>Omicron导致的新一轮疫情仍然是个问题，令航空股承压。联合航空表示，由于跟omicron相关的人手问题，该公司周一取消了约2.9%的原定航班。航空公司采取了各种措施来防止机组人员感染，例如联合航空要求全员接种疫苗，<a href=\"https://laohu8.com/S/DAL\">达美航空</a>对未接种疫苗的员工每月收取一笔附加费。各大航空公司都表示，他们大多数员工已经接种了疫苗。</p>\n<p><img src=\"https://static.tigerbbs.com/7c68f08ffe0c8fc303cbc958a9b70990\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p><b>土耳其里拉结束五连涨 埃尔多安的保证似乎不管用</b></p>\n<p>土耳其里拉连续五天的上涨行情，虽然当局在一周前出台旨在遏制里拉下跌措施并信誓旦旦说里拉走势坚挺，但投资者并不买账。</p>\n<p>伊斯坦布尔时间下午6：37，里拉兑美元下跌7.2%至1美元兑11.4665里拉，稍早一度跌至11.5831里拉。今年以来，里拉贬值幅度超过35%，是2021年跌幅最大的新兴市场货币。</p>\n<p>上周五，土耳其总统埃尔多安表示，在采取多项措施支持里拉，包括推出新工具来保护里拉存款持有人后，里拉币值将“逐步”稳定。央行的数据也表明，当局一直在干预外汇市场，里拉上周上涨54%，扭转了前周下跌15%的势头。</p>\n<p><a href=\"https://laohu8.com/S/HBC\">汇丰控股</a>驻伊斯坦布尔首席经济学家Ibrahim Aksoy在给投资者的报告中称，“如果央行对外币可能的抛盘减少，美元兑里拉汇率可能会再次上行”。</p>\n<p><img src=\"https://static.tigerbbs.com/764ad6d9c05adc5362ee6e3e129001c9\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p><b>困于利润下降及盗窃案激增 美国大型零售连锁店开始闭店</b></p>\n<p>美国几家大型零售商宣布关闭多个城市的门店，理由有很多，从不断变化的消费者态度和未来的健康需求到犯罪率飙升的问题。</p>\n<p>多家零售商开始转向电子商务以提高利润。</p>\n<p>CVS Health 在 11 月宣布，它计划关闭其近 10000 家门店中的约 9%，并在未来三年内每年进一步关闭 300 家门店。Rite Aid 还表示将关闭 63 家门店，以降低成本并提高利润。 CVS特别指出，大多数客户转向数字偏好促使公司重新考虑其实体存在。</p>\n<p>CVS Health 总裁兼首席执行官 Karen Lynch 表示：“我们仍然专注于我们在全国数千个社区的业务所提供的竞争优势，这与我们迅速扩大的数字业务相辅相成。”</p>\n<p><img src=\"https://static.tigerbbs.com/36c3c98d3e4f8850f5b909c640463a73\" tg-width=\"550\" tg-height=\"354\" referrerpolicy=\"no-referrer\"></p>\n<p><b>小摩称投资者过于悲观 认为美股不会大幅回调</b></p>\n<p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>策略师表示，没有理由担心使今年美国股市迭创新高的涨势将很快结束。事实上，更多的投资者可能很快就会加入。</p>\n<p>“鉴于投资者仓位已经很低、回购股份创历史新高、有限的系统性风险以及正向的1月份季节性因素，目前并不具备大规模抛售股票的条件，”由Dubravko Lakos-Bujas带领的策略师在给客户的研究报告中写道。“投资者的仓位过于悲观，市场对鹰派美联储和omicron发展的悲观看法已经过头。”</p>\n<p>虽然标准普尔500指数上周再创历史新高，但涨势愈来愈由少数大型公司推动，这让人想起世纪之交的科技股泡沫。在疫情引发衰退之后的经济反弹现在已自顶峰回落之际，一些基金经理警告说，随着央行和政府逐步减少刺激措施以抑制飙升的通胀，周期的下一阶段是进入修正。</p>\n<p><img src=\"https://static.tigerbbs.com/8ada7b7e154b8094b51341c87cc4c5ad\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p><b>福奇：美国应考虑规定国内旅行需接种新冠疫苗</b></p>\n<p>美国部分州的新冠病例在omicron变异推动下创新高且各地假日旅行继续受阻之际，该国总统乔·拜登的医疗顾问表示，政府应该考虑规定国内旅行需要接种疫苗。</p>\n<p>安东尼·福奇周一表示，考虑要求人们在乘坐国内航班前接种新冠疫苗是合理的。他后来在接受采访时还表示，民众应该考虑避免在新年前夜举行更大规模的聚会。</p>\n<p>“将疫苗当成一项规定时，更多人就会多个接种的动机，” 福奇说，“要是想在国内航班这样实施，我认为这是应该认真考虑的事情。”</p>\n<p>拜登周一表示，在每周一次的电话会议上，州长们向福奇询问了有关航空旅行的新要求。美国主要航空公司的游说团体Airlines for America说，政府曾暗示这种规定不会在短期内实施。</p>","source":"sina_us","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>外媒头条：拜登称需要在州一级解决新冠激增问题</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n外媒头条：拜登称需要在州一级解决新冠激增问题\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-28 05:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-12-28/doc-ikyakumx6788257.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、拜登表示没有联邦解决方案 需要在州一级解决新冠激增问题\n\n\n2、冬季风暴叠加新冠疫情 美国大批航班取消的情况延续到周一\n\n\n3、土耳其里拉结束五连涨 埃尔多安的保证似乎不管用\n\n\n4、困于利润下降及盗窃案激增 美国大型零售连锁店开始闭店\n\n\n5、小摩称投资者过于悲观 认为美股不会大幅回调\n\n\n6、福奇：美国应考虑规定国内旅行需接种新冠疫苗\n\n\n...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-12-28/doc-ikyakumx6788257.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c05f759cf6950cdd364954859273f39b","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-12-28/doc-ikyakumx6788257.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194100893","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、拜登表示没有联邦解决方案 需要在州一级解决新冠激增问题\n\n\n2、冬季风暴叠加新冠疫情 美国大批航班取消的情况延续到周一\n\n\n3、土耳其里拉结束五连涨 埃尔多安的保证似乎不管用\n\n\n4、困于利润下降及盗窃案激增 美国大型零售连锁店开始闭店\n\n\n5、小摩称投资者过于悲观 认为美股不会大幅回调\n\n\n6、福奇：美国应考虑规定国内旅行需接种新冠疫苗\n\n\n拜登表示没有联邦解决方案 需要在州一级解决新冠激增问题\n美国总统拜登总统承诺帮助那些在omicron变体中苦苦挣扎的州长，但承认各州需要带头控制大流行。\n拜登在与美国一些州长会面之前说，“没有联邦解决方案。这（需要）在州一级得到解决。”\n这些评论代表了拜登政府迄今为止最明确的承认之一，即在遏制 Covid-19 传播的努力中需要州和地方政府的帮助。\n拜登可能担心，如果没有各州的帮助，联邦遏制病毒的举措将无法奏效。这些评论也可能是为了向州长施加更大的压力，要求他们在控制疾病方面发挥更大的作用。\n由于美国全国对病毒的态度和公共安全优先事项的不同，州长们对拜登政府的努力的反应喜忧参半。\n\n冬季风暴叠加新冠疫情 美国大批航班取消的情况延续到周一\n圣诞节周末打乱美国人出行计划的航班取消问题延续到周一，在航空公司本就因新冠肺炎病例激增而人手不足的情况下，冬季风暴更是令他们雪上加霜。\nFlightAware.com的数据显示，在周末期间超过2800个航班被取消后，截至纽约时间下午1点，周一又有超过1000个美国航班被取消。情况最严重的航司之一是阿拉斯加航空，因其在西雅图-塔科马国际机场的主要基地受到降雪和罕见低温的影响。\nOmicron导致的新一轮疫情仍然是个问题，令航空股承压。联合航空表示，由于跟omicron相关的人手问题，该公司周一取消了约2.9%的原定航班。航空公司采取了各种措施来防止机组人员感染，例如联合航空要求全员接种疫苗，达美航空对未接种疫苗的员工每月收取一笔附加费。各大航空公司都表示，他们大多数员工已经接种了疫苗。\n\n土耳其里拉结束五连涨 埃尔多安的保证似乎不管用\n土耳其里拉连续五天的上涨行情，虽然当局在一周前出台旨在遏制里拉下跌措施并信誓旦旦说里拉走势坚挺，但投资者并不买账。\n伊斯坦布尔时间下午6：37，里拉兑美元下跌7.2%至1美元兑11.4665里拉，稍早一度跌至11.5831里拉。今年以来，里拉贬值幅度超过35%，是2021年跌幅最大的新兴市场货币。\n上周五，土耳其总统埃尔多安表示，在采取多项措施支持里拉，包括推出新工具来保护里拉存款持有人后，里拉币值将“逐步”稳定。央行的数据也表明，当局一直在干预外汇市场，里拉上周上涨54%，扭转了前周下跌15%的势头。\n汇丰控股驻伊斯坦布尔首席经济学家Ibrahim Aksoy在给投资者的报告中称，“如果央行对外币可能的抛盘减少，美元兑里拉汇率可能会再次上行”。\n\n困于利润下降及盗窃案激增 美国大型零售连锁店开始闭店\n美国几家大型零售商宣布关闭多个城市的门店，理由有很多，从不断变化的消费者态度和未来的健康需求到犯罪率飙升的问题。\n多家零售商开始转向电子商务以提高利润。\nCVS Health 在 11 月宣布，它计划关闭其近 10000 家门店中的约 9%，并在未来三年内每年进一步关闭 300 家门店。Rite Aid 还表示将关闭 63 家门店，以降低成本并提高利润。 CVS特别指出，大多数客户转向数字偏好促使公司重新考虑其实体存在。\nCVS Health 总裁兼首席执行官 Karen Lynch 表示：“我们仍然专注于我们在全国数千个社区的业务所提供的竞争优势，这与我们迅速扩大的数字业务相辅相成。”\n\n小摩称投资者过于悲观 认为美股不会大幅回调\n摩根大通策略师表示，没有理由担心使今年美国股市迭创新高的涨势将很快结束。事实上，更多的投资者可能很快就会加入。\n“鉴于投资者仓位已经很低、回购股份创历史新高、有限的系统性风险以及正向的1月份季节性因素，目前并不具备大规模抛售股票的条件，”由Dubravko Lakos-Bujas带领的策略师在给客户的研究报告中写道。“投资者的仓位过于悲观，市场对鹰派美联储和omicron发展的悲观看法已经过头。”\n虽然标准普尔500指数上周再创历史新高，但涨势愈来愈由少数大型公司推动，这让人想起世纪之交的科技股泡沫。在疫情引发衰退之后的经济反弹现在已自顶峰回落之际，一些基金经理警告说，随着央行和政府逐步减少刺激措施以抑制飙升的通胀，周期的下一阶段是进入修正。\n\n福奇：美国应考虑规定国内旅行需接种新冠疫苗\n美国部分州的新冠病例在omicron变异推动下创新高且各地假日旅行继续受阻之际，该国总统乔·拜登的医疗顾问表示，政府应该考虑规定国内旅行需要接种疫苗。\n安东尼·福奇周一表示，考虑要求人们在乘坐国内航班前接种新冠疫苗是合理的。他后来在接受采访时还表示，民众应该考虑避免在新年前夜举行更大规模的聚会。\n“将疫苗当成一项规定时，更多人就会多个接种的动机，” 福奇说，“要是想在国内航班这样实施，我认为这是应该认真考虑的事情。”\n拜登周一表示，在每周一次的电话会议上，州长们向福奇询问了有关航空旅行的新要求。美国主要航空公司的游说团体Airlines for America说，政府曾暗示这种规定不会在短期内实施。","news_type":1,"symbols_score_info":{"831010":0,"831039":0,"831305":0,"831370":0,"831445":0,"831726":0,"831768":0,"831832":0,"831856":0,"831961":0,".DJI":0,".IXIC":0,".SPX":0}},"isVote":1,"tweetType":1,"viewCount":2248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696191426,"gmtCreate":1640646844565,"gmtModify":1640646844665,"author":{"id":"4095601774578290","authorId":"4095601774578290","name":"JuJulo","avatar":"https://static.tigerbbs.com/bb473b3f2f568a71516662aa5b0c8320","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095601774578290","authorIdStr":"4095601774578290"},"themes":[],"htmlText":"Agreed","listText":"Agreed","text":"Agreed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696191426","repostId":"2194428109","repostType":2,"isVote":1,"tweetType":1,"viewCount":2961,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696327434,"gmtCreate":1640622391886,"gmtModify":1640622391953,"author":{"id":"4095601774578290","authorId":"4095601774578290","name":"JuJulo","avatar":"https://static.tigerbbs.com/bb473b3f2f568a71516662aa5b0c8320","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095601774578290","authorIdStr":"4095601774578290"},"themes":[],"htmlText":"Is meta going to continue to raise?&nbsp;","listText":"Is meta going to continue to raise?&nbsp;","text":"Is meta going to continue to raise?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/696327434","repostId":"1191134006","repostType":2,"isVote":1,"tweetType":1,"viewCount":3757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601912985,"gmtCreate":1638481444548,"gmtModify":1638481444548,"author":{"id":"4095601774578290","authorId":"4095601774578290","name":"JuJulo","avatar":"https://static.tigerbbs.com/bb473b3f2f568a71516662aa5b0c8320","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095601774578290","authorIdStr":"4095601774578290"},"themes":[],"htmlText":"Hope share will raise more.. more","listText":"Hope share will raise more.. more","text":"Hope share will raise more.. more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601912985","repostId":"2187372487","repostType":2,"repost":{"id":"2187372487","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1638196554,"share":"https://www.laohu8.com/m/news/2187372487?lang=&edition=full","pubTime":"2021-11-29 22:35","market":"us","language":"en","title":"Artelo Biosciences FY21 Operating Expenses $7.44M Vs $4.685M YoY","url":"https://stock-news.laohu8.com/highlight/detail?id=2187372487","media":"Benzinga","summary":"Artelo Biosciences FY21 Operating Expenses $7.44M Vs $4.685M YoY","content":"<html><body><p>Artelo Biosciences FY21 Operating Expenses $7.44M Vs $4.685M YoY</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Artelo Biosciences FY21 Operating Expenses $7.44M Vs $4.685M YoY</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\">\nArtelo Biosciences FY21 Operating Expenses $7.44M Vs $4.685M YoY\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-11-29 22:35</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Artelo Biosciences FY21 Operating Expenses $7.44M Vs $4.685M YoY</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARTL":"Artelo Biosciences, Inc.","BK4007":"制药"},"source_url":"https://www.benzinga.com/news/earnings/21/11/24329171/artelo-biosciences-fy21-operating-expenses-7-44m-vs-4-685m-yoy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2187372487","content_text":"Artelo Biosciences FY21 Operating Expenses $7.44M Vs $4.685M YoY","news_type":1,"symbols_score_info":{"ARTL":0.9}},"isVote":1,"tweetType":1,"viewCount":2841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609596409,"gmtCreate":1638292660767,"gmtModify":1638292663339,"author":{"id":"4095601774578290","authorId":"4095601774578290","name":"JuJulo","avatar":"https://static.tigerbbs.com/bb473b3f2f568a71516662aa5b0c8320","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095601774578290","authorIdStr":"4095601774578290"},"themes":[],"htmlText":"Pfe 加油","listText":"Pfe 加油","text":"Pfe 加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609596409","repostId":"2187308382","repostType":2,"repost":{"id":"2187308382","kind":"news","pubTimestamp":1638228742,"share":"https://www.laohu8.com/m/news/2187308382?lang=&edition=full","pubTime":"2021-11-30 07:32","market":"us","language":"zh","title":"BioNTech、Moderna与强生正研发针对omicron的疫苗","url":"https://stock-news.laohu8.com/highlight/detail?id=2187308382","media":"市场资讯","summary":"BioNTech SE、Moderna Inc．与强生正研究调整现有新冠疫苗，使其可预防变异毒株omicron。其中辉瑞的德国合作伙伴BioNTech表示，如有必要，可能在100天内研制出这款疫苗。BioNTech周一称已经启动研发工作，以便尽快行动。BioNTech、辉瑞和Moderna能够以空前的速度采取行动：这两款疫苗都使用mRNA技术，可以将新疫苗开发时间缩短到数月。BioNTech和Moderna分别表示，几周内应该会确定是否需要调整现有疫苗。","content":"<p><a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>、Moderna Inc．与<a href=\"https://laohu8.com/S/JNJ\">强生</a>正研究调整现有新冠疫苗，使其可预防变异毒株omicron。其中<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>的德国合作伙伴BioNTech表示，如有必要，可能在100天内研制出这款疫苗。</p>\n<p>BioNTech周一称已经启动研发工作，以便尽快行动。研发新疫苗的几个初始步骤与评估是否需要疫苗的研究是重合的，BioNTech及Moderna均已于上周四关于新毒株的新闻报道出来后启动了这个程序。</p>\n<p>几个月来，制药商一直在为调整疫苗以应对新变异毒株的可能性做准备。BioNTech、辉瑞和Moderna能够以空前的速度采取行动：这两款疫苗都使用mRNA技术，可以将新疫苗开发时间缩短到数月。</p>\n<p>强生疫苗采用了病毒载体技术。该公司称正在测试其加强针受试者的免疫血液成分，以寻找对omicron的应答，同时也在研发一款专门针对该变异毒株的疫苗，必要时将展开人体研究。</p>\n<p><b>关于新毒株omicron</b></p>\n<p>截至纽约时间09：47，BioNTech美国存托凭证上涨1.5%，上周五大涨14%；辉瑞上涨1.6%。Moderna一度飙升12.4%。强生接近持平。</p>\n<p>BioNTech和Moderna分别表示，几周内应该会确定是否需要调整现有疫苗。一位发言人称，辉瑞及其合作伙伴几个月前制定了必要时100天内升级疫苗的计划。</p>\n<p>BioNTech称，测试现有疫苗对新毒株效果如何的同时开始研发升级款疫苗属于标准程序，“以免浪费时间，”“实验室测试将提供关于是否需要调整疫苗的更多信息。”</p>\n<p>Moderna首席医疗官Paul Burton周日称，已接种疫苗的人仍可获得防护，具体取决于接种时间有多久，目前最好的建议是接种现有疫苗即可。</p>\n<p><a href=\"https://laohu8.com/S/AZN\">阿斯利康</a>上周五表示也在调查新变异毒株。</p>","source":"tencent","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>BioNTech、Moderna与强生正研发针对omicron的疫苗</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\">\nBioNTech、Moderna与强生正研发针对omicron的疫苗\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-30 07:32 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111300001537c5a3ce0&s=b><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>BioNTech SE、Moderna Inc．与强生正研究调整现有新冠疫苗，使其可预防变异毒株omicron。其中辉瑞的德国合作伙伴BioNTech表示，如有必要，可能在100天内研制出这款疫苗。\nBioNTech周一称已经启动研发工作，以便尽快行动。研发新疫苗的几个初始步骤与评估是否需要疫苗的研究是重合的，BioNTech及Moderna均已于上周四关于新毒株的新闻报道出来后启动了这个程序。\n...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111300001537c5a3ce0&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8063c97727cb21de0867e6829ff807e3","relate_stocks":{"JNJ":"强生","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","MRNA":"Moderna, Inc.","BK4532":"文艺复兴科技持仓","BK4504":"桥水持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","PFE":"辉瑞","BK4007":"制药","BK4559":"巴菲特持仓","BK4568":"美国抗疫概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111300001537c5a3ce0&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2187308382","content_text":"BioNTech SE、Moderna Inc．与强生正研究调整现有新冠疫苗，使其可预防变异毒株omicron。其中辉瑞的德国合作伙伴BioNTech表示，如有必要，可能在100天内研制出这款疫苗。\nBioNTech周一称已经启动研发工作，以便尽快行动。研发新疫苗的几个初始步骤与评估是否需要疫苗的研究是重合的，BioNTech及Moderna均已于上周四关于新毒株的新闻报道出来后启动了这个程序。\n几个月来，制药商一直在为调整疫苗以应对新变异毒株的可能性做准备。BioNTech、辉瑞和Moderna能够以空前的速度采取行动：这两款疫苗都使用mRNA技术，可以将新疫苗开发时间缩短到数月。\n强生疫苗采用了病毒载体技术。该公司称正在测试其加强针受试者的免疫血液成分，以寻找对omicron的应答，同时也在研发一款专门针对该变异毒株的疫苗，必要时将展开人体研究。\n关于新毒株omicron\n截至纽约时间09：47，BioNTech美国存托凭证上涨1.5%，上周五大涨14%；辉瑞上涨1.6%。Moderna一度飙升12.4%。强生接近持平。\nBioNTech和Moderna分别表示，几周内应该会确定是否需要调整现有疫苗。一位发言人称，辉瑞及其合作伙伴几个月前制定了必要时100天内升级疫苗的计划。\nBioNTech称，测试现有疫苗对新毒株效果如何的同时开始研发升级款疫苗属于标准程序，“以免浪费时间，”“实验室测试将提供关于是否需要调整疫苗的更多信息。”\nModerna首席医疗官Paul Burton周日称，已接种疫苗的人仍可获得防护，具体取决于接种时间有多久，目前最好的建议是接种现有疫苗即可。\n阿斯利康上周五表示也在调查新变异毒株。","news_type":1,"symbols_score_info":{"JNJ":0.9,"MRNA":0.9,"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609596833,"gmtCreate":1638292531987,"gmtModify":1638292766558,"author":{"id":"4095601774578290","authorId":"4095601774578290","name":"JuJulo","avatar":"https://static.tigerbbs.com/bb473b3f2f568a71516662aa5b0c8320","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095601774578290","authorIdStr":"4095601774578290"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AERC\">$AeroClean Technologies, Inc.(AERC)$</a>Its scam stock. Lucky I didn't buy it.","listText":"<a href=\"https://laohu8.com/S/AERC\">$AeroClean Technologies, Inc.(AERC)$</a>Its scam stock. Lucky I didn't buy it.","text":"$AeroClean Technologies, Inc.(AERC)$Its scam stock. Lucky I didn't buy it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609596833","isVote":1,"tweetType":1,"viewCount":1169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609964410,"gmtCreate":1638232617229,"gmtModify":1638233179474,"author":{"id":"4095601774578290","authorId":"4095601774578290","name":"JuJulo","avatar":"https://static.tigerbbs.com/bb473b3f2f568a71516662aa5b0c8320","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095601774578290","authorIdStr":"4095601774578290"},"themes":[],"htmlText":"股票也沒漲啊！ 改不改 無所謂的","listText":"股票也沒漲啊！ 改不改 無所謂的","text":"股票也沒漲啊！ 改不改 無所謂的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609964410","repostId":"2187305777","repostType":4,"isVote":1,"tweetType":1,"viewCount":688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600121269,"gmtCreate":1638098637296,"gmtModify":1638098637296,"author":{"id":"4095601774578290","authorId":"4095601774578290","name":"JuJulo","avatar":"https://static.tigerbbs.com/bb473b3f2f568a71516662aa5b0c8320","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095601774578290","authorIdStr":"4095601774578290"},"themes":[],"htmlText":"Black Friday...&nbsp;","listText":"Black Friday...&nbsp;","text":"Black Friday...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600121269","repostId":"1104667930","repostType":4,"isVote":1,"tweetType":1,"viewCount":882,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600123328,"gmtCreate":1638098200409,"gmtModify":1638098200529,"author":{"id":"4095601774578290","authorId":"4095601774578290","name":"JuJulo","avatar":"https://static.tigerbbs.com/bb473b3f2f568a71516662aa5b0c8320","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095601774578290","authorIdStr":"4095601774578290"},"themes":[],"htmlText":"Whatever...","listText":"Whatever...","text":"Whatever...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600123328","repostId":"1120184060","repostType":4,"isVote":1,"tweetType":1,"viewCount":788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875545259,"gmtCreate":1637674578362,"gmtModify":1637674578446,"author":{"id":"4095601774578290","authorId":"4095601774578290","name":"JuJulo","avatar":"https://static.tigerbbs.com/bb473b3f2f568a71516662aa5b0c8320","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095601774578290","authorIdStr":"4095601774578290"},"themes":[],"htmlText":"Costco and nvda are good to buy&nbsp;","listText":"Costco and nvda are good to buy&nbsp;","text":"Costco and nvda are good to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875545259","repostId":"2185384177","repostType":2,"isVote":1,"tweetType":1,"viewCount":936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872353068,"gmtCreate":1637447573860,"gmtModify":1637447573910,"author":{"id":"4095601774578290","authorId":"4095601774578290","name":"JuJulo","avatar":"https://static.tigerbbs.com/bb473b3f2f568a71516662aa5b0c8320","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095601774578290","authorIdStr":"4095601774578290"},"themes":[],"htmlText":"I am looking at this stock... Might be a good investment...&nbsp;","listText":"I am looking at this stock... Might be a good investment...&nbsp;","text":"I am looking at this stock... Might be a good investment...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872353068","repostId":"1147403588","repostType":2,"repost":{"id":"1147403588","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1637332561,"share":"https://www.laohu8.com/m/news/1147403588?lang=&edition=full","pubTime":"2021-11-19 22:36","market":"us","language":"en","title":"Roblox stock jumped 5% in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1147403588","media":"Tiger Newspress","summary":"Roblox stock jumped 5% in morning trading as Morgan Stanley sets Street-high price target on it.\n\nMo","content":"<p>Roblox stock jumped 5% in morning trading&nbsp;as&nbsp;Morgan Stanley sets Street-high price target on it.</p>\n<p><img src=\"https://static.tigerbbs.com/8f2970feb5e54b6d376b4d16f41917d5\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>Morgan Stanley analyst Brian Nowak said in a note to clients Wednesday evening that the stock still has more room to run.</p>\n<p>“RBLX’s 3Q results and analyst day highlighted its early leadership in the metaverse and continued innovation to capitalize on materially higher long-term monetization opportunity. At 3Q results, we were particularly encouraged by the October trends ... as we think they speak to RBLX’s better than appreciated growth runway/ability to continue growing its user base, engagement and monetization even through reopening,” Nowak wrote.</p>\n<p>Morgan Stanley raised its price target on Roblox to $150 per share from $88. The new target is 20% above where the stock closed Wednesday and is the highest among major Wall Street firms, according to FactSet. Shares rose nearly 4% in premarket trading Thursday.</p>\n<p>The increased focus of companies on the metaverse should help Roblox expand its revenue opportunities in the years ahead, according to Morgan Stanley.</p>\n<p>“We were most encouraged by management’s statement that ‘in the next 3-5 years, all brands will have a Roblox Strategy’, as we believe this speaks to the company’s focus on driving higher branded monetization,” the note said.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Roblox stock jumped 5% in morning trading</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\">\nRoblox stock jumped 5% in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-19 22:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Roblox stock jumped 5% in morning trading&nbsp;as&nbsp;Morgan Stanley sets Street-high price target on it.</p>\n<p><img src=\"https://static.tigerbbs.com/8f2970feb5e54b6d376b4d16f41917d5\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>Morgan Stanley analyst Brian Nowak said in a note to clients Wednesday evening that the stock still has more room to run.</p>\n<p>“RBLX’s 3Q results and analyst day highlighted its early leadership in the metaverse and continued innovation to capitalize on materially higher long-term monetization opportunity. At 3Q results, we were particularly encouraged by the October trends ... as we think they speak to RBLX’s better than appreciated growth runway/ability to continue growing its user base, engagement and monetization even through reopening,” Nowak wrote.</p>\n<p>Morgan Stanley raised its price target on Roblox to $150 per share from $88. The new target is 20% above where the stock closed Wednesday and is the highest among major Wall Street firms, according to FactSet. Shares rose nearly 4% in premarket trading Thursday.</p>\n<p>The increased focus of companies on the metaverse should help Roblox expand its revenue opportunities in the years ahead, according to Morgan Stanley.</p>\n<p>“We were most encouraged by management’s statement that ‘in the next 3-5 years, all brands will have a Roblox Strategy’, as we believe this speaks to the company’s focus on driving higher branded monetization,” the note said.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RBLX":"Roblox Corporation"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147403588","content_text":"Roblox stock jumped 5% in morning trading as Morgan Stanley sets Street-high price target on it.\n\nMorgan Stanley analyst Brian Nowak said in a note to clients Wednesday evening that the stock still has more room to run.\n“RBLX’s 3Q results and analyst day highlighted its early leadership in the metaverse and continued innovation to capitalize on materially higher long-term monetization opportunity. At 3Q results, we were particularly encouraged by the October trends ... as we think they speak to RBLX’s better than appreciated growth runway/ability to continue growing its user base, engagement and monetization even through reopening,” Nowak wrote.\nMorgan Stanley raised its price target on Roblox to $150 per share from $88. The new target is 20% above where the stock closed Wednesday and is the highest among major Wall Street firms, according to FactSet. Shares rose nearly 4% in premarket trading Thursday.\nThe increased focus of companies on the metaverse should help Roblox expand its revenue opportunities in the years ahead, according to Morgan Stanley.\n“We were most encouraged by management’s statement that ‘in the next 3-5 years, all brands will have a Roblox Strategy’, as we believe this speaks to the company’s focus on driving higher branded monetization,” the note said.","news_type":1,"symbols_score_info":{"RBLX":0.9}},"isVote":1,"tweetType":1,"viewCount":701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872359132,"gmtCreate":1637447374994,"gmtModify":1637447375087,"author":{"id":"4095601774578290","authorId":"4095601774578290","name":"JuJulo","avatar":"https://static.tigerbbs.com/bb473b3f2f568a71516662aa5b0c8320","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095601774578290","authorIdStr":"4095601774578290"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872359132","repostId":"1108914055","repostType":4,"repost":{"id":"1108914055","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1637333625,"share":"https://www.laohu8.com/m/news/1108914055?lang=&edition=full","pubTime":"2021-11-19 22:53","market":"us","language":"zh","title":"财报利好刺激，财捷大涨12%创历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1108914055","media":"老虎资讯综合","summary":"周五，财捷大涨12%，创历史新高。\n公司公布的最新一季财报显示，季度销售额为20.1亿美元，同比增51.7%，且高于预期的18.1亿美元；收益为1.53美元/股，同比增62.77%，且高于预期的0.9","content":"<p>周五，<a href=\"https://laohu8.com/S/INTU\">财捷</a>大涨12%，创历史新高。</p>\n<p>公司公布的最新一季财报显示，季度销售额为20.1亿美元，同比增51.7%，且高于预期的18.1亿美元；收益为1.53美元/股，同比增62.77%，且高于预期的0.99美元/股。</p>\n<p><img src=\"https://static.tigerbbs.com/a393638c18cdcb0410aeecaf0ea026f2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>财报利好刺激，财捷大涨12%创历史新高</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n财报利好刺激，财捷大涨12%创历史新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-11-19 22:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周五，<a href=\"https://laohu8.com/S/INTU\">财捷</a>大涨12%，创历史新高。</p>\n<p>公司公布的最新一季财报显示，季度销售额为20.1亿美元，同比增51.7%，且高于预期的18.1亿美元；收益为1.53美元/股，同比增62.77%，且高于预期的0.99美元/股。</p>\n<p><img src=\"https://static.tigerbbs.com/a393638c18cdcb0410aeecaf0ea026f2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/801b028ef25f8eec812f109f4c1c8107","relate_stocks":{"INTU":"财捷"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108914055","content_text":"周五，财捷大涨12%，创历史新高。\n公司公布的最新一季财报显示，季度销售额为20.1亿美元，同比增51.7%，且高于预期的18.1亿美元；收益为1.53美元/股，同比增62.77%，且高于预期的0.99美元/股。","news_type":1,"symbols_score_info":{"INTU":0.9}},"isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876717118,"gmtCreate":1637364564297,"gmtModify":1637364564455,"author":{"id":"4095601774578290","authorId":"4095601774578290","name":"JuJulo","avatar":"https://static.tigerbbs.com/bb473b3f2f568a71516662aa5b0c8320","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095601774578290","authorIdStr":"4095601774578290"},"themes":[],"htmlText":"Cool. See what happens as currently&nbsp;Tesla is the leader. I still see telsa is going be very strong.&nbsp;","listText":"Cool. See what happens as currently&nbsp;Tesla is the leader. I still see telsa is going be very strong.&nbsp;","text":"Cool. See what happens as currently Tesla is the leader. I still see telsa is going be very strong.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876717118","repostId":"2184976238","repostType":4,"repost":{"id":"2184976238","kind":"highlight","pubTimestamp":1637291935,"share":"https://www.laohu8.com/m/news/2184976238?lang=&edition=full","pubTime":"2021-11-19 11:18","market":"hk","language":"zh","title":"特斯拉真会暴跌90%吗？别激动，认真分析一下","url":"https://stock-news.laohu8.com/highlight/detail?id=2184976238","media":"虎嗅","summary":"特斯拉值1万亿美元，但不是现在。","content":"<p>作者｜Eastland</p>\n<p>马斯克“顺应民意”，在一周之内套现约69亿美元。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股票结束11周连涨（从680美元涨至1243.5美元），调头向下，一度跌破1000美元。按照网友“批准”的减持计划，马斯克还要再卖1000多万股。</p>\n<p>我们这一代人，有生之年看不到新能源的天花板，但不意味着可以透支未来。特斯拉高位回调说明个别选手被高估。</p>\n<p><b>知名空头甚至暗示特斯拉可能会暴跌90%。特斯拉身系“美国国运”，在华尔街人心目中的地位今非昔比，即便深度回调也会在一年半载内“收复失地”。</b></p>\n<p><img src=\"https://static.tigerbbs.com/35c7f11c8e93554d5bd1f6a63651d4d6\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><b>越过“生死线”—— 20万辆/年</b></p>\n<p>2012年6月，特斯拉开始交付Model S；2015年9月，2012年6月，Model X、Model 3先后面世。</p>\n<p>2017年，三款车型合计交付10.3万辆（其中Model 3 交付1764辆），销售收入85.4亿美元，净亏损22.4亿美元。当时多数人不看好这家公司。</p>\n<p>上海“超级工厂”的建设救了特斯拉——2018年签约，2019年开工建设，2020年产能逐步释放，三季度末达到25万辆/年。</p>\n<p>到2020年Q3，特斯拉单季产、销量分别达到14.5万辆和14万辆，环比增幅分别为76.8%、53.8%。再到2021年Q3，产、销量分别23.8万辆、24.1万辆，产销率102%。<img src=\"https://static.tigerbbs.com/7715c6e633e6d633c9020349e0a86e18\" tg-width=\"1000\" tg-height=\"629\" referrerpolicy=\"no-referrer\"></p>\n<p>规模经济是汽车工业的铁律，概莫能外。特斯拉科技内核虽硬，年销量10万辆出头的2017年几乎亏到破产，年销量超过25万辆的2018年让多头看到曙光，年销量36.5万辆的2019年亏损率收窄至3%，年销量超过50万辆的2020年才算“温饱”。</p>\n<p>截至2021年9月末，加州基地产能达60万辆/年（其中Model 3/Y产能50万辆/年），上海基地产能45万辆/年（全部为Model 3/Y产能），合计105万辆/年。2021年10月，<a href=\"https://laohu8.com/S/002594\">比亚迪</a>新能源车单月销量超过8万辆，年化产能亦达百万量级。</p>\n<p>2021年前三季，特斯拉累积销量62.4万辆，净利润33亿美元，市值突破万亿美元。</p>\n<p>没有燃油车生产经验，直接研发、生产、销售电动车，通常这样的“玩家”被定义为新势力。与“新势力”对应的是比亚迪、上汽、北汽、广汽等“拥抱”新能源车的燃油车生产企业。至于奔驰、宝马、大众等企业还醉心于从燃油车赚“最后一个铜板”，还在拿“48v轻混”自欺欺人。</p>\n<p>其实，年产数百万辆的传统车企推出新能源车具有“先天优势”：一是不存在产能瓶颈；二是基建、生产设施、模具等方方面面都可借燃油车的“光”，成本比较容易控制 。新势力从PPT起步，前期巨亏是必然的。</p>\n<p><b>特斯拉的历程说明：“20万辆/年”是生死线，“50万辆/年”是温饱线。</b>新能源车玩家中，只有特斯拉、比亚迪跨越了这两条线，并已突进到100万辆/年这个“超级关口”。<b>蔚、小、理差距实在太大，在销量接近“20万辆/年”之前没必要关注。</b>#<b>只有炒作机会，没有投资价值#</b></p>\n<p><b>薄利多销是王道</b></p>\n<p>特斯拉财报披露销量时，将Model X与Model S合并、Model 3与Model Y合并。Model X/S是高端产品，主打性能；Model 3/Y是“普惠”产品，主打性价比。</p>\n<p>早年的特斯拉，高端车型是绝对主流。到2018年Q3，Model 3交付5.6万辆，占比达67%（当时Model Y还没有下线）；2019年Q3，高端车型占比降至18%；2021年Q3，Model 3/Y交付达23.2万辆，占比96%。</p>\n<p><img src=\"https://static.tigerbbs.com/06bb97df05a99a37427112b7a7a922e5\" tg-width=\"1000\" tg-height=\"592\" referrerpolicy=\"no-referrer\"></p>\n<p>特斯拉将所有车型销售额、成本合并披露，投资者无法算出每种车型的毛利润率，只能做定性分析——</p>\n<p>2018年Q3，高端车型交付数占比33%，单辆售价、单辆成本分别为7万美元、5.25万美元，单辆毛利润1.75万美元，毛利润率25%。</p>\n<p>2021年Q3，高端车型交付数占比仅4%，单辆售价、单辆成本分别降到4.8万美元、3.38万美元，单辆毛利润1.46万美元，毛利润率提高到30%。</p>\n<p>尽管单辆毛利润金额减少16.6%，但交付数增长187%。2021年Q3，特斯拉汽车销售毛利润达35.2亿美元，较2018年Q3增长139%。</p>\n<p><img src=\"https://static.tigerbbs.com/556c0b9e4bb349cf62a2933b585dd647\" tg-width=\"1000\" tg-height=\"644\" referrerpolicy=\"no-referrer\"></p>\n<p>特斯拉以高端产品打开市场的策略是正确的。</p>\n<p>一方面，身为“新势力”，产能有限，敢于“吃螃蟹”的用户也没那么多。</p>\n<p>另一方面，推出精心打磨、凝聚诸多“黑科技”的高端产品，能够树立良好的品牌形象。等公司站稳脚跟、产能逐步扩大再推出“亲民”产品。消费者发现“<a href=\"https://laohu8.com/S/BJZ.SI\">高大</a>上”的特斯拉能买得起，欣然解囊。</p>\n<p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>首先推出售价50万左右的ES8，与特斯拉的思路基本相同。</p>\n<p>但规模经济是汽车工业的铁律，要上规模就必须薄利多销。顶级<a href=\"https://laohu8.com/S/DLX\">豪华</a>品牌，<a href=\"https://laohu8.com/S/RACE\">法拉利</a>、宾利、布加迪活得艰难，丰田、大众成为行业翘楚。马斯克想得很清楚。</p>\n<p><b>营收多元化的努力</b></p>\n<p>中国整车制造企业采用4S店模式，售后服务盈利能力可观（工时费、“零整比”）。特斯拉采用“互联网思维”，通过自建的服务中心进行“直销”并提供售后服务，特斯拉还自建超级充电桩，提供有偿服务。根据公开资料，特斯拉在中国建立了100个服务中心、800座充电站，覆盖310个城市，有1700个充电桩。</p>\n<p>特斯拉还涉足储能及光伏发电，在澳大利亚、加州布置锂电池储能装置。</p>\n<p>这样一来，特斯拉就有了三项收入：汽车（含租赁）、服务、发电/储能。</p>\n<p>2017年以来，汽车业务营收占比在82%~87%之间波动，其中的电动车销售是推动营收增长的唯一引擎。</p>\n<p>2018年，电动车销售收入176亿美元，同比增长107%，在营收中的比重升至86.3%，带动营收整体增速达到82.5%。</p>\n<p>2019年，电动车销售收入200亿美元，同比增速降到13%，占营收的84.7%，营收整体仅增14.5%。</p>\n<p>2020年，电动车销售收入262亿美元，同比增速回升至31%，在营收中的份额提高到86.4%，营收整体增速为28.3%。</p>\n<p>2021年前三季，电动车销售收入达303亿美元，同比增长42%，在营收中的比重升至86.6%，营收整体增速达到73.6%。</p>\n<p><img src=\"https://static.tigerbbs.com/3a9d0028c1d798a2fd3c647228051c9a\" tg-width=\"1000\" tg-height=\"633\" referrerpolicy=\"no-referrer\"></p>\n<p>特斯拉的营收多元化努力有得有失，服务业务扭亏在即，令人“遐想”，储能/发电业务可能“误入歧途”。</p>\n<p><b>服务亏损收窄意义非凡</b></p>\n<p>特斯拉采用直销模式，一方面是“标新立异”，另一方面也因为初创时期缺乏品牌号召力，难以吸引外部资金投资、运营4S店。</p>\n<p>2018年特斯拉服务收入13.9亿美元，毛亏损4.9亿美元，亏损率高达35.2%；2019年服务业务毛亏损5.4亿美元，毛亏损率缩减到24.4%；2021年前三季度，毛亏损1.2亿美元，毛亏损率4.5%。</p>\n<p>2018年以来，特斯拉服务毛亏损率呈45%向上缩减，扭亏指日可待。这是蔚来梦寐以求的局面。</p>\n<p><img src=\"https://static.tigerbbs.com/04dc22604df9d5c44b7fc5abb45af1f4\" tg-width=\"1000\" tg-height=\"631\" referrerpolicy=\"no-referrer\"></p>\n<p>特斯拉服务亏损收窄意义非凡。</p>\n<p>首先可以大幅提高盈利能力。如果服务亏损，随着保有量增长，特斯拉将不堪重负，蔚来正面临这一危机。如果服务能赚钱，利润将源源不断。</p>\n<p>其次，从根本上改变了车企与用户的关系。传统企业通过第三方销售并提供售后服务，特斯拉与用户保持“直连”，与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、小米一样，既卖硬件又“获客”，“钱途”不可限量。</p>\n<p><b>从这个角度，特斯拉的高估值是有道理的。</b></p>\n<p><b>储能业务可能是条歧路</b></p>\n<p>特斯拉储能业务从加州起步。起初，借助天时地利人和，毛利润率直追电动车业务。</p>\n<p>随着远离家乡和规模扩大，储能业务效益急剧下滑。2021年前三季度，储能业务出现7800万美元毛亏损，亏损率3.7%。</p>\n<p><img src=\"https://static.tigerbbs.com/e2b1d935b8f2bdd6561296fe2689acf2\" tg-width=\"1000\" tg-height=\"640\" referrerpolicy=\"no-referrer\"></p>\n<p>特斯拉当年选择18650三元锂电池无可厚非，一是技术高度成熟可靠，拿来就可以用；二是能量密度高。至于成本，高端的用度可以承受，但却将全世界新能源车引上“锂电池”之路。</p>\n<p>如今电动车普及成度最高的中国，锂电渗透率也才9%，仅在2021年，锂电池上游材料已经涨了300%。</p>\n<p>锂在自然界中的丰度较高，但具备经济开采价值的资源有限，且集中在“南美锂三角”和西澳。粗略测算，全球可以合理成本开采的锂能够装备20亿辆纯电动车。假如全球每年销售的新车全部采用锂电池，只够用20年。<b>锂电池显然不是新能源车的最终解决方案！</b></p>\n<p><b>锂、钴、镍、锰造动力电池还远远不够，能拿出多少用于储能？</b>某研究机构还煞有介事地预测<a href=\"https://laohu8.com/S/300750\">宁德时代</a>2060年储能业务收入，谁知道那时候还有没有锂！</p>\n<p>目前运营的化学储能项目，90%采用的是锂电池。除资源瓶颈，锂电池用于储能还有两大障碍——</p>\n<p><b>一是安全性/可靠性。</b>天太冷，储存的电量会被“消灭”；天太热，可能会爆炸。电动汽车、电动自行车爆炸自燃的案例数不胜数：2021年，特斯拉澳大利亚储能电站重达13吨的锂电池发生爆炸，大火烧了三天；北京南四环锂电池储能电站也发生过爆炸事故；近3年内，全球范围内的储能项目发生爆炸和火灾事故多达26起。问题是，全球一共才有几个储能项目，爆炸的概率也太高了。</p>\n<p><b>有人认为燃气、电也不是绝对安全，锂电池的爆燃危险且先不说，但各地纷纷禁止电动车室内充电，没禁用燃气、用电！</b></p>\n<p><b>二是循环寿命太短。</b>花巨资建的储能电站（即便用循环寿命更高的磷酸铁锂电池），每天充放一次，用十年八年就Game Over了？</p>\n<p><b>特斯拉选择锂电池有历史的必然性，但锂电池注定不是新能源车及储能的最终解决方案。</b></p>\n<p>假如最终的解决方案是氢燃料电池，对年销量超100万辆新能源车的特斯拉、比亚迪来讲，无非是换家供应商。而且，以马斯克、王传福的性情，大概率会自己搞氢燃料电池。那时候苦的是宁德时代。#功能机王者<a href=\"https://laohu8.com/S/NOK\">诺基亚</a>无法称霸智能机时代#</p>\n<p><b>总而言之，特斯拉值1万亿美元，但不是现在。</b></p>","source":"highlight_huxiu","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>特斯拉真会暴跌90%吗？别激动，认真分析一下</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉真会暴跌90%吗？别激动，认真分析一下\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-19 11:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.huxiu.com/article/472973.html><strong>虎嗅</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者｜Eastland\n马斯克“顺应民意”，在一周之内套现约69亿美元。特斯拉股票结束11周连涨（从680美元涨至1243.5美元），调头向下，一度跌破1000美元。按照网友“批准”的减持计划，马斯克还要再卖1000多万股。\n我们这一代人，有生之年看不到新能源的天花板，但不意味着可以透支未来。特斯拉高位回调说明个别选手被高估。\n知名空头甚至暗示特斯拉可能会暴跌90%。特斯拉身系“美国国运”，在...</p>\n\n<a href=\"https://www.huxiu.com/article/472973.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2969cc3878a4ae07d0efb982faa06e8b","relate_stocks":{"BK4551":"寇图资本持仓","TSLA":"特斯拉","BK4099":"汽车制造商","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4548":"巴美列捷福持仓","BK4555":"新能源车","BK4527":"明星科技股"},"source_url":"https://www.huxiu.com/article/472973.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2184976238","content_text":"作者｜Eastland\n马斯克“顺应民意”，在一周之内套现约69亿美元。特斯拉股票结束11周连涨（从680美元涨至1243.5美元），调头向下，一度跌破1000美元。按照网友“批准”的减持计划，马斯克还要再卖1000多万股。\n我们这一代人，有生之年看不到新能源的天花板，但不意味着可以透支未来。特斯拉高位回调说明个别选手被高估。\n知名空头甚至暗示特斯拉可能会暴跌90%。特斯拉身系“美国国运”，在华尔街人心目中的地位今非昔比，即便深度回调也会在一年半载内“收复失地”。\n\n越过“生死线”—— 20万辆/年\n2012年6月，特斯拉开始交付Model S；2015年9月，2012年6月，Model X、Model 3先后面世。\n2017年，三款车型合计交付10.3万辆（其中Model 3 交付1764辆），销售收入85.4亿美元，净亏损22.4亿美元。当时多数人不看好这家公司。\n上海“超级工厂”的建设救了特斯拉——2018年签约，2019年开工建设，2020年产能逐步释放，三季度末达到25万辆/年。\n到2020年Q3，特斯拉单季产、销量分别达到14.5万辆和14万辆，环比增幅分别为76.8%、53.8%。再到2021年Q3，产、销量分别23.8万辆、24.1万辆，产销率102%。\n规模经济是汽车工业的铁律，概莫能外。特斯拉科技内核虽硬，年销量10万辆出头的2017年几乎亏到破产，年销量超过25万辆的2018年让多头看到曙光，年销量36.5万辆的2019年亏损率收窄至3%，年销量超过50万辆的2020年才算“温饱”。\n截至2021年9月末，加州基地产能达60万辆/年（其中Model 3/Y产能50万辆/年），上海基地产能45万辆/年（全部为Model 3/Y产能），合计105万辆/年。2021年10月，比亚迪新能源车单月销量超过8万辆，年化产能亦达百万量级。\n2021年前三季，特斯拉累积销量62.4万辆，净利润33亿美元，市值突破万亿美元。\n没有燃油车生产经验，直接研发、生产、销售电动车，通常这样的“玩家”被定义为新势力。与“新势力”对应的是比亚迪、上汽、北汽、广汽等“拥抱”新能源车的燃油车生产企业。至于奔驰、宝马、大众等企业还醉心于从燃油车赚“最后一个铜板”，还在拿“48v轻混”自欺欺人。\n其实，年产数百万辆的传统车企推出新能源车具有“先天优势”：一是不存在产能瓶颈；二是基建、生产设施、模具等方方面面都可借燃油车的“光”，成本比较容易控制 。新势力从PPT起步，前期巨亏是必然的。\n特斯拉的历程说明：“20万辆/年”是生死线，“50万辆/年”是温饱线。新能源车玩家中，只有特斯拉、比亚迪跨越了这两条线，并已突进到100万辆/年这个“超级关口”。蔚、小、理差距实在太大，在销量接近“20万辆/年”之前没必要关注。#只有炒作机会，没有投资价值#\n薄利多销是王道\n特斯拉财报披露销量时，将Model X与Model S合并、Model 3与Model Y合并。Model X/S是高端产品，主打性能；Model 3/Y是“普惠”产品，主打性价比。\n早年的特斯拉，高端车型是绝对主流。到2018年Q3，Model 3交付5.6万辆，占比达67%（当时Model Y还没有下线）；2019年Q3，高端车型占比降至18%；2021年Q3，Model 3/Y交付达23.2万辆，占比96%。\n\n特斯拉将所有车型销售额、成本合并披露，投资者无法算出每种车型的毛利润率，只能做定性分析——\n2018年Q3，高端车型交付数占比33%，单辆售价、单辆成本分别为7万美元、5.25万美元，单辆毛利润1.75万美元，毛利润率25%。\n2021年Q3，高端车型交付数占比仅4%，单辆售价、单辆成本分别降到4.8万美元、3.38万美元，单辆毛利润1.46万美元，毛利润率提高到30%。\n尽管单辆毛利润金额减少16.6%，但交付数增长187%。2021年Q3，特斯拉汽车销售毛利润达35.2亿美元，较2018年Q3增长139%。\n\n特斯拉以高端产品打开市场的策略是正确的。\n一方面，身为“新势力”，产能有限，敢于“吃螃蟹”的用户也没那么多。\n另一方面，推出精心打磨、凝聚诸多“黑科技”的高端产品，能够树立良好的品牌形象。等公司站稳脚跟、产能逐步扩大再推出“亲民”产品。消费者发现“高大上”的特斯拉能买得起，欣然解囊。\n蔚来首先推出售价50万左右的ES8，与特斯拉的思路基本相同。\n但规模经济是汽车工业的铁律，要上规模就必须薄利多销。顶级豪华品牌，法拉利、宾利、布加迪活得艰难，丰田、大众成为行业翘楚。马斯克想得很清楚。\n营收多元化的努力\n中国整车制造企业采用4S店模式，售后服务盈利能力可观（工时费、“零整比”）。特斯拉采用“互联网思维”，通过自建的服务中心进行“直销”并提供售后服务，特斯拉还自建超级充电桩，提供有偿服务。根据公开资料，特斯拉在中国建立了100个服务中心、800座充电站，覆盖310个城市，有1700个充电桩。\n特斯拉还涉足储能及光伏发电，在澳大利亚、加州布置锂电池储能装置。\n这样一来，特斯拉就有了三项收入：汽车（含租赁）、服务、发电/储能。\n2017年以来，汽车业务营收占比在82%~87%之间波动，其中的电动车销售是推动营收增长的唯一引擎。\n2018年，电动车销售收入176亿美元，同比增长107%，在营收中的比重升至86.3%，带动营收整体增速达到82.5%。\n2019年，电动车销售收入200亿美元，同比增速降到13%，占营收的84.7%，营收整体仅增14.5%。\n2020年，电动车销售收入262亿美元，同比增速回升至31%，在营收中的份额提高到86.4%，营收整体增速为28.3%。\n2021年前三季，电动车销售收入达303亿美元，同比增长42%，在营收中的比重升至86.6%，营收整体增速达到73.6%。\n\n特斯拉的营收多元化努力有得有失，服务业务扭亏在即，令人“遐想”，储能/发电业务可能“误入歧途”。\n服务亏损收窄意义非凡\n特斯拉采用直销模式，一方面是“标新立异”，另一方面也因为初创时期缺乏品牌号召力，难以吸引外部资金投资、运营4S店。\n2018年特斯拉服务收入13.9亿美元，毛亏损4.9亿美元，亏损率高达35.2%；2019年服务业务毛亏损5.4亿美元，毛亏损率缩减到24.4%；2021年前三季度，毛亏损1.2亿美元，毛亏损率4.5%。\n2018年以来，特斯拉服务毛亏损率呈45%向上缩减，扭亏指日可待。这是蔚来梦寐以求的局面。\n\n特斯拉服务亏损收窄意义非凡。\n首先可以大幅提高盈利能力。如果服务亏损，随着保有量增长，特斯拉将不堪重负，蔚来正面临这一危机。如果服务能赚钱，利润将源源不断。\n其次，从根本上改变了车企与用户的关系。传统企业通过第三方销售并提供售后服务，特斯拉与用户保持“直连”，与苹果、小米一样，既卖硬件又“获客”，“钱途”不可限量。\n从这个角度，特斯拉的高估值是有道理的。\n储能业务可能是条歧路\n特斯拉储能业务从加州起步。起初，借助天时地利人和，毛利润率直追电动车业务。\n随着远离家乡和规模扩大，储能业务效益急剧下滑。2021年前三季度，储能业务出现7800万美元毛亏损，亏损率3.7%。\n\n特斯拉当年选择18650三元锂电池无可厚非，一是技术高度成熟可靠，拿来就可以用；二是能量密度高。至于成本，高端的用度可以承受，但却将全世界新能源车引上“锂电池”之路。\n如今电动车普及成度最高的中国，锂电渗透率也才9%，仅在2021年，锂电池上游材料已经涨了300%。\n锂在自然界中的丰度较高，但具备经济开采价值的资源有限，且集中在“南美锂三角”和西澳。粗略测算，全球可以合理成本开采的锂能够装备20亿辆纯电动车。假如全球每年销售的新车全部采用锂电池，只够用20年。锂电池显然不是新能源车的最终解决方案！\n锂、钴、镍、锰造动力电池还远远不够，能拿出多少用于储能？某研究机构还煞有介事地预测宁德时代2060年储能业务收入，谁知道那时候还有没有锂！\n目前运营的化学储能项目，90%采用的是锂电池。除资源瓶颈，锂电池用于储能还有两大障碍——\n一是安全性/可靠性。天太冷，储存的电量会被“消灭”；天太热，可能会爆炸。电动汽车、电动自行车爆炸自燃的案例数不胜数：2021年，特斯拉澳大利亚储能电站重达13吨的锂电池发生爆炸，大火烧了三天；北京南四环锂电池储能电站也发生过爆炸事故；近3年内，全球范围内的储能项目发生爆炸和火灾事故多达26起。问题是，全球一共才有几个储能项目，爆炸的概率也太高了。\n有人认为燃气、电也不是绝对安全，锂电池的爆燃危险且先不说，但各地纷纷禁止电动车室内充电，没禁用燃气、用电！\n二是循环寿命太短。花巨资建的储能电站（即便用循环寿命更高的磷酸铁锂电池），每天充放一次，用十年八年就Game Over了？\n特斯拉选择锂电池有历史的必然性，但锂电池注定不是新能源车及储能的最终解决方案。\n假如最终的解决方案是氢燃料电池，对年销量超100万辆新能源车的特斯拉、比亚迪来讲，无非是换家供应商。而且，以马斯克、王传福的性情，大概率会自己搞氢燃料电池。那时候苦的是宁德时代。#功能机王者诺基亚无法称霸智能机时代#\n总而言之，特斯拉值1万亿美元，但不是现在。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876715221,"gmtCreate":1637364377379,"gmtModify":1637364377534,"author":{"id":"4095601774578290","authorId":"4095601774578290","name":"JuJulo","avatar":"https://static.tigerbbs.com/bb473b3f2f568a71516662aa5b0c8320","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095601774578290","authorIdStr":"4095601774578290"},"themes":[],"htmlText":"Friday was always a relax day for stocks.","listText":"Friday was always a relax day for stocks.","text":"Friday was always a relax day for stocks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876715221","repostId":"1101407087","repostType":4,"isVote":1,"tweetType":1,"viewCount":523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":696327434,"gmtCreate":1640622391886,"gmtModify":1640622391953,"author":{"id":"4095601774578290","authorId":"4095601774578290","name":"JuJulo","avatar":"https://static.tigerbbs.com/bb473b3f2f568a71516662aa5b0c8320","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095601774578290","idStr":"4095601774578290"},"themes":[],"htmlText":"Is meta going to continue to raise?&nbsp;","listText":"Is meta going to continue to raise?&nbsp;","text":"Is meta going to continue to raise?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/696327434","repostId":"1191134006","repostType":2,"isVote":1,"tweetType":1,"viewCount":3757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867979907,"gmtCreate":1633197333963,"gmtModify":1633223942016,"author":{"id":"4095601774578290","authorId":"4095601774578290","name":"JuJulo","avatar":"https://static.tigerbbs.com/bb473b3f2f568a71516662aa5b0c8320","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095601774578290","idStr":"4095601774578290"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FLL\">$Full House Resorts Inc(FLL)$</a>11.62This share might go up due to NSW is open up soon","listText":"<a href=\"https://laohu8.com/S/FLL\">$Full House Resorts Inc(FLL)$</a>11.62This share might go up due to NSW is open up soon","text":"$Full House Resorts Inc(FLL)$11.62This share might go up due to NSW is open up soon","images":[{"img":"https://static.tigerbbs.com/7fdbcfa46ed293fdb39e019a6fcabe94","width":"1080","height":"2867"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/867979907","isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000308","authorId":"9000000000000308","name":"尔维斯肌肤","avatar":"https://static.tigerbbs.com/b061e64f30a27d5aa62481a74a31d5a0","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000308","idStr":"9000000000000308"},"content":"很赞成你的观点，这个股应该很快要走出新趋势了。","text":"很赞成你的观点，这个股应该很快要走出新趋势了。","html":"很赞成你的观点，这个股应该很快要走出新趋势了。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":845757258,"gmtCreate":1636371530699,"gmtModify":1636371530699,"author":{"id":"4095601774578290","authorId":"4095601774578290","name":"JuJulo","avatar":"https://static.tigerbbs.com/bb473b3f2f568a71516662aa5b0c8320","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095601774578290","idStr":"4095601774578290"},"themes":[],"htmlText":"It's great. I knew it will raise just matter of time.","listText":"It's great. I knew it will raise just matter of time.","text":"It's great. I knew it will raise just matter of time.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/845757258","repostId":"1159135274","repostType":2,"repost":{"id":"1159135274","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1636362679,"share":"https://www.laohu8.com/m/news/1159135274?lang=&edition=full","pubTime":"2021-11-08 17:11","market":"us","language":"en","title":"Crypto stocks rose in premarket trading, BITF shares jumped more than 12%","url":"https://stock-news.laohu8.com/highlight/detail?id=1159135274","media":"Tiger Newspress","summary":"Crypto stocks rose in premarket trading, BITF shares jumped more than 12%.\nBitcoin rose to a two-and","content":"<p>Crypto&nbsp;stocks&nbsp;rose&nbsp;in&nbsp;premarket&nbsp;trading,&nbsp;BITF&nbsp;shares&nbsp;jumped&nbsp;more&nbsp;than&nbsp;12%.</p>\n<p><img src=\"https://static.tigerbbs.com/2fd23cbfa3cb5423178b7f4c0f8d9fb5\" tg-width=\"883\" tg-height=\"612\" referrerpolicy=\"no-referrer\">Bitcoin rose to a two-and-a-half-week peak on Monday and ether climbed to a fresh record as cryptocurrencies ride higher on a wave of momentum, flows, favourable news and inflation fears.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Crypto stocks rose in premarket trading, BITF shares jumped more than 12%</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\">\nCrypto stocks rose in premarket trading, BITF shares jumped more than 12%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-08 17:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Crypto&nbsp;stocks&nbsp;rose&nbsp;in&nbsp;premarket&nbsp;trading,&nbsp;BITF&nbsp;shares&nbsp;jumped&nbsp;more&nbsp;than&nbsp;12%.</p>\n<p><img src=\"https://static.tigerbbs.com/2fd23cbfa3cb5423178b7f4c0f8d9fb5\" tg-width=\"883\" tg-height=\"612\" referrerpolicy=\"no-referrer\">Bitcoin rose to a two-and-a-half-week peak on Monday and ether climbed to a fresh record as cryptocurrencies ride higher on a wave of momentum, flows, favourable news and inflation fears.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BITF":"Bitfarms Ltd.","BITO":"ProShares Bitcoin ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159135274","content_text":"Crypto stocks rose in premarket trading, BITF shares jumped more than 12%.\nBitcoin rose to a two-and-a-half-week peak on Monday and ether climbed to a fresh record as cryptocurrencies ride higher on a wave of momentum, flows, favourable news and inflation fears.","news_type":1,"symbols_score_info":{"BITF":0.9,"BITO":0.9}},"isVote":1,"tweetType":1,"viewCount":1451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609964410,"gmtCreate":1638232617229,"gmtModify":1638233179474,"author":{"id":"4095601774578290","authorId":"4095601774578290","name":"JuJulo","avatar":"https://static.tigerbbs.com/bb473b3f2f568a71516662aa5b0c8320","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095601774578290","idStr":"4095601774578290"},"themes":[],"htmlText":"股票也沒漲啊！ 改不改 無所謂的","listText":"股票也沒漲啊！ 改不改 無所謂的","text":"股票也沒漲啊！ 改不改 無所謂的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609964410","repostId":"2187305777","repostType":4,"isVote":1,"tweetType":1,"viewCount":688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826726051,"gmtCreate":1634057825689,"gmtModify":1634057825784,"author":{"id":"4095601774578290","authorId":"4095601774578290","name":"JuJulo","avatar":"https://static.tigerbbs.com/bb473b3f2f568a71516662aa5b0c8320","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095601774578290","idStr":"4095601774578290"},"themes":[],"htmlText":"At least save life.&nbsp;","listText":"At least save life.&nbsp;","text":"At least save life.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826726051","repostId":"2174177139","repostType":2,"isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878832048,"gmtCreate":1637164152347,"gmtModify":1637164152429,"author":{"id":"4095601774578290","authorId":"4095601774578290","name":"JuJulo","avatar":"https://static.tigerbbs.com/bb473b3f2f568a71516662aa5b0c8320","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095601774578290","idStr":"4095601774578290"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PFE\">$輝瑞(PFE)$</a>should be up to $55 by the end of this week ..&nbsp;","listText":"<a href=\"https://laohu8.com/S/PFE\">$輝瑞(PFE)$</a>should be up to $55 by the end of this week ..&nbsp;","text":"$輝瑞(PFE)$should be up to $55 by the end of this week ..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878832048","isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822797555,"gmtCreate":1634170259633,"gmtModify":1634170259694,"author":{"id":"4095601774578290","authorId":"4095601774578290","name":"JuJulo","avatar":"https://static.tigerbbs.com/bb473b3f2f568a71516662aa5b0c8320","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095601774578290","idStr":"4095601774578290"},"themes":[],"htmlText":"科技股was raised last night and I hope&nbsp; it will continues tonight. Good luck.&nbsp;","listText":"科技股was raised last night and I hope&nbsp; it will continues tonight. Good luck.&nbsp;","text":"科技股was raised last night and I hope it will continues tonight. Good luck.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/822797555","repostId":"1154171250","repostType":4,"repost":{"id":"1154171250","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1634169042,"share":"https://www.laohu8.com/m/news/1154171250?lang=&edition=full","pubTime":"2021-10-14 07:50","market":"hk","language":"zh","title":"昨夜今晨：无惧美联储Taper在望！科技股支持美股反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=1154171250","media":"老虎资讯综合","summary":"摘要：①美股周三小幅收高，道指微跌0.53点，纳指涨0.73%，标普500涨0.3%；②黄金期货周三收高2%，创一个月来最高收盘价；③美联储会议纪要：缩债最快11月启动、明年中结束，加息事宜分歧大。\n","content":"<blockquote>\n 摘要：①美股周三小幅收高，道指微跌0.53点，纳指涨0.73%，标普500涨0.3%；②黄金期货周三收高2%，创一个月来最高收盘价；③美联储会议纪要：缩债最快11月启动、明年中结束，加息事宜分歧大。\n</blockquote>\n<p>海外市场</p>\n<p>1、缩债或从11月中旬开始 美股小幅收高</p>\n<p>美股周三小幅收高。投资者正在评估最新财报、通胀数据以及美联储政策动向。美国9月CPI环比增长0.4%、同比增长5.4%，均高于预期。美联储会议纪要称最早可能从11月中旬开始缩减债券购买规模。截至收盘，道琼斯指数微跌0.53点，纳斯达克指数涨0.73%，标普500指数涨0.3%。</p>\n<p>2、热门中概股周三收盘大多走高 雾芯科技涨近15%</p>\n<p>热门中概股周三收盘大多走高，雾芯科技涨近15%，美国FDA此前首次授权电子烟产品在美合法销售；教育股多数走高。</p>\n<p><a href=\"https://laohu8.com/S/EDU\">新东方</a>涨超8%，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>涨超7%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨近6%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨超4%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超3%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>涨近3%，<a href=\"https://laohu8.com/S/NTES\">网易</a>涨近1%。新能源汽车股中，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨近6%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨超2%。</p>\n<p>3、欧股收盘全线上涨</p>\n<p>欧股收盘全线上涨，德国DAX指数涨0.68%报15249.38点，法国CAC40指数涨0.75%报6597.38点，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.16%报7141.82点。</p>\n<p>4、周三美国WTI原油收跌0.3% 仍维持在80美元之上</p>\n<p>在能源供应紧张的背景下，交易商继续权衡需求前景。最终，纽约商品交易所11月交割的西德克萨斯中质原油（WTI）下跌20美分，跌幅近0.3%，收于每桶80.44美元。周二WTI期货价格创2014年10月30日以来的最高收盘价。</p>\n<p>5、黄金期货周三收高2% 创一个月来最高收盘价</p>\n<p>美国9月CPI报告公布后，美元与美债收益率走软，推动金价上涨。最终，纽约商品交易所12月交割的黄金期货价格上涨35.40美元，涨幅2%，收于每盎司1794.70美元，创9月15日以来的最高收盘价。</p>\n<p>国际宏观</p>\n<p>1、<a href=\"https://laohu8.com/NW/2175164344\" target=\"_blank\">美联储会议纪要：缩债最快11月启动、明年中结束 加息事宜分歧大</a></p>\n<p>北京时间周四凌晨，美联储公布了9月FOMC会议纪要，进一步稳固美联储最快将在11月启动缩债、明年中结束购债的“渐进式缩债”预期。</p>\n<p>纪要显示，与会者普遍认为只要经济复苏基本保持在正轨上，逐渐减少购债并在明年年中完全中止的缩债路径将是合适的。与会者认为，目前的货币政策立场对于促进最大就业以及实现长期平均2%的通胀和将长期通胀预期锚定2%的水平来说仍然适当。</p>\n<p>大多数与会者表示，在委员会的价格稳定目标方面，已经达到了或者将很快达到“实质性进一步进展”的标准。</p>\n<p>2、美国白宫：“无法预测”通货膨胀和供应链问题何时解决</p>\n<p>当地时间10月13日，美国白宫新闻发言人珍·普萨基在媒体简报会上回答记者问题时表示，针对供应链的瓶颈和不断上升的通货膨胀，白宫无法预测政府能够在何时解决所有问题。美国正在试图摆脱新冠肺炎疫情引起的经济危机，政府所能做的是努力利用掌握的一切手段减轻对民众的影响。她表示，拜登政府正致力于解决港口货物拥堵和运输延误等问题。</p>\n<p>3、拜登宣布美国最大两个港口将实行一周7天24小时营业模式</p>\n<p>当地时间10月13日，美国总统拜登发表公开讲话，宣布美国最大的两个港口洛杉矶港和长滩港将实行每天24小时、每周7天的营业模式运营，以解决港口货物拥堵问题，并让美国本土的货物运输卡车得以在交通不拥堵的夜间运送货物，增强消费品供应链。</p>\n<p>4、美国9月份消费物价涨幅超过预期 凸显经济面临持续的通胀压力</p>\n<p>根据美国劳工部周三公布的数据，9月份消费者价格指数较8月份上升0.4%。同比涨幅达到5.4%，是2008年以来最大同比涨幅。不含波动性较大的食品和能源，核心通胀环比上涨0.2%。</p>\n<p>5、世卫组织：全球新冠肺炎新增死亡病例数降至近一年来最低水平</p>\n<p>当地时间13日，世卫组织举行新冠肺炎例行发布会，世卫组织总干事谭德塞表示，全球新冠肺炎单周新增死亡病例数量继续下降，已降至近一年来的最低水平，但根据世卫组织统计数据，全球每周仍有近五万人死于新冠肺炎，实际数字肯定更高。除欧洲外，各个区域的新冠肺炎新增死亡病例数量都在下降。</p>\n<p>6、IMF：英国经济复苏速度将落后于其他发达国家</p>\n<p>当地时间12日，国际货币基金组织（IMF）发布最新全球预测称，与其他发达国家相比，新冠疫情对英国经济的打击更为持久和严重。该组织预测，英国经济至2024年仍将比疫情前萎缩3%，将在所有G7国家中排名垫底，而美国、加拿大和日本等其他G7国家经济都将恢复至疫情前水平。</p>\n<p>7、英国央行副行长表示加密货币需要“紧急”监管</p>\n<p>英国央行副行长Jon Cunliffe表示，加密货币需要紧急监管，以防止金融系统面临风险。Cunliffe表示，“但正如金融危机向我们展示的那样，你不必在金融部门占到很大的比例就可以触发金融稳定问题--2008年次级抵押贷款的价值约为1.2万亿美元。”</p>\n<p>8、英国港口严重拥堵 或将导致西方传统节日玩具供应短缺</p>\n<p>当地时间13日，英国最大的玩具零售商之一The Entertainer警告称，英国各大港口的严重拥堵和货运延误将导致今年西方传统节日的玩具商品短缺。</p>\n<p>9、欧佩克下调今年全球石油需求增速预测</p>\n<p>月报显示，尽管油价上涨，欧佩克仍对石油需求持谨慎态度。欧佩克将2021年全球石油需求增速预测下调16万桶/日，至580万桶/日。美国方面，EIA最新报告下调今年美国油产预期至1102万桶/日，对WTI和布油明年价格预期均上调近6美元。</p>\n<p>10、美国9月CPI增长略超预期</p>\n<p>9月CPI同比上涨5.4%，略高于市场预期5.3%，连续第5个月同比增长超过5%，为2008年7月以来最高水平。9月核心CPI月率录得0.4%，也高于预期的0.3%。有分析认为，美元在CPI数据公布后冲高，很可能是因为强劲的工资数据得到了回应。</p>\n<p>公司新闻</p>\n<p>1、<a href=\"https://laohu8.com/NW/2175166273\" target=\"_blank\">蓝色起源成功完成第二次载人太空飞行 将四名乘客送入太空</a></p>\n<p>北京时间10月13日晚间消息，据报道，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>创始人杰夫·贝索斯旗下太空探索技术公司“蓝色起源”刚刚成功地完成了第二次载人太空飞行任务，将四名成员送入太空。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2175042163\" target=\"_blank\">美国波音公司将解雇未接种新冠疫苗的员工</a></p>\n<p>据美国《西雅图时报》当地时间10月12日报道，波音公司于12日在向其所有美国员工发送的一条消息中称，将解雇未接种新冠疫苗的员工。</p>\n<p>波音公司称，颁布的新规定是为了回应美国总统拜登要求联邦政府承包商和分包商公司必须接种新冠疫苗的行政命令。据悉，波音公司在美国的近12.5万名员工将受到这项新规定的影响。</p>\n<p>3、本田承诺2030年后在中国只售电动汽车</p>\n<p><a href=\"https://laohu8.com/S/HMC\">本田汽车</a>正加倍押注于全球最大的汽车市场，承诺2030年后在中国推出的所有车型都将是电动汽车，此前，其首席执行官Toshihiro Mibe对这家日本汽车制造商设下的目标是到2040年在全球范围内摆脱内燃机汽车。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2175163709\" target=\"_blank\">摩根大通并购交易业务创史上季度最佳表现 但贷款部门增长缓慢</a></p>\n<p>“尽管疫情和供应链中断的影响依然存在，但经济继续保持稳健增长，摩根大通取得了强劲的业绩表现，”首席执行官杰米·戴蒙周三发布声明称 。在“并购活动激增以及IPO表现强劲”的推动下，投资银行业务的佣金收入增长52%。</p>\n<p>不过，由于消费和商业贷款增长仍然面临挑战，摩根大通股价下跌。</p>\n<p>5、<a href=\"https://laohu8.com/NW/2175515531\" target=\"_blank\">蔚来回应“导航界面弹广告”：属业务通知推送，不会做广告</a></p>\n<p>对于有车主称蔚来汽车导航界面弹广告一事，蔚来汽车相关负责人独家回应中新经纬表示，这个是蔚来自己的一个业务通知推送，蔚来不会利用车机屏幕做广告业务。</p>\n<p>6、外媒：<a href=\"https://laohu8.com/NW/2175153490\" target=\"_blank\">苹果明年将推出 Apple Watch 8，配备三种尺寸</a></p>\n<p>据外媒MacRumors报道，苹果公司可能会在明年推出拥有三款尺寸的Apple Watch Series8。据了解，苹果公司在2021年对Apple Watch Series7的设计进行了小幅修改，到目前为止，只有41毫米和45毫米的表壳可供选择。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>昨夜今晨：无惧美联储Taper在望！科技股支持美股反弹</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨：无惧美联储Taper在望！科技股支持美股反弹\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-10-14 07:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要：①美股周三小幅收高，道指微跌0.53点，纳指涨0.73%，标普500涨0.3%；②黄金期货周三收高2%，创一个月来最高收盘价；③美联储会议纪要：缩债最快11月启动、明年中结束，加息事宜分歧大。\n</blockquote>\n<p>海外市场</p>\n<p>1、缩债或从11月中旬开始 美股小幅收高</p>\n<p>美股周三小幅收高。投资者正在评估最新财报、通胀数据以及美联储政策动向。美国9月CPI环比增长0.4%、同比增长5.4%，均高于预期。美联储会议纪要称最早可能从11月中旬开始缩减债券购买规模。截至收盘，道琼斯指数微跌0.53点，纳斯达克指数涨0.73%，标普500指数涨0.3%。</p>\n<p>2、热门中概股周三收盘大多走高 雾芯科技涨近15%</p>\n<p>热门中概股周三收盘大多走高，雾芯科技涨近15%，美国FDA此前首次授权电子烟产品在美合法销售；教育股多数走高。</p>\n<p><a href=\"https://laohu8.com/S/EDU\">新东方</a>涨超8%，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>涨超7%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨近6%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨超4%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超3%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>涨近3%，<a href=\"https://laohu8.com/S/NTES\">网易</a>涨近1%。新能源汽车股中，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨近6%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨超2%。</p>\n<p>3、欧股收盘全线上涨</p>\n<p>欧股收盘全线上涨，德国DAX指数涨0.68%报15249.38点，法国CAC40指数涨0.75%报6597.38点，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.16%报7141.82点。</p>\n<p>4、周三美国WTI原油收跌0.3% 仍维持在80美元之上</p>\n<p>在能源供应紧张的背景下，交易商继续权衡需求前景。最终，纽约商品交易所11月交割的西德克萨斯中质原油（WTI）下跌20美分，跌幅近0.3%，收于每桶80.44美元。周二WTI期货价格创2014年10月30日以来的最高收盘价。</p>\n<p>5、黄金期货周三收高2% 创一个月来最高收盘价</p>\n<p>美国9月CPI报告公布后，美元与美债收益率走软，推动金价上涨。最终，纽约商品交易所12月交割的黄金期货价格上涨35.40美元，涨幅2%，收于每盎司1794.70美元，创9月15日以来的最高收盘价。</p>\n<p>国际宏观</p>\n<p>1、<a href=\"https://laohu8.com/NW/2175164344\" target=\"_blank\">美联储会议纪要：缩债最快11月启动、明年中结束 加息事宜分歧大</a></p>\n<p>北京时间周四凌晨，美联储公布了9月FOMC会议纪要，进一步稳固美联储最快将在11月启动缩债、明年中结束购债的“渐进式缩债”预期。</p>\n<p>纪要显示，与会者普遍认为只要经济复苏基本保持在正轨上，逐渐减少购债并在明年年中完全中止的缩债路径将是合适的。与会者认为，目前的货币政策立场对于促进最大就业以及实现长期平均2%的通胀和将长期通胀预期锚定2%的水平来说仍然适当。</p>\n<p>大多数与会者表示，在委员会的价格稳定目标方面，已经达到了或者将很快达到“实质性进一步进展”的标准。</p>\n<p>2、美国白宫：“无法预测”通货膨胀和供应链问题何时解决</p>\n<p>当地时间10月13日，美国白宫新闻发言人珍·普萨基在媒体简报会上回答记者问题时表示，针对供应链的瓶颈和不断上升的通货膨胀，白宫无法预测政府能够在何时解决所有问题。美国正在试图摆脱新冠肺炎疫情引起的经济危机，政府所能做的是努力利用掌握的一切手段减轻对民众的影响。她表示，拜登政府正致力于解决港口货物拥堵和运输延误等问题。</p>\n<p>3、拜登宣布美国最大两个港口将实行一周7天24小时营业模式</p>\n<p>当地时间10月13日，美国总统拜登发表公开讲话，宣布美国最大的两个港口洛杉矶港和长滩港将实行每天24小时、每周7天的营业模式运营，以解决港口货物拥堵问题，并让美国本土的货物运输卡车得以在交通不拥堵的夜间运送货物，增强消费品供应链。</p>\n<p>4、美国9月份消费物价涨幅超过预期 凸显经济面临持续的通胀压力</p>\n<p>根据美国劳工部周三公布的数据，9月份消费者价格指数较8月份上升0.4%。同比涨幅达到5.4%，是2008年以来最大同比涨幅。不含波动性较大的食品和能源，核心通胀环比上涨0.2%。</p>\n<p>5、世卫组织：全球新冠肺炎新增死亡病例数降至近一年来最低水平</p>\n<p>当地时间13日，世卫组织举行新冠肺炎例行发布会，世卫组织总干事谭德塞表示，全球新冠肺炎单周新增死亡病例数量继续下降，已降至近一年来的最低水平，但根据世卫组织统计数据，全球每周仍有近五万人死于新冠肺炎，实际数字肯定更高。除欧洲外，各个区域的新冠肺炎新增死亡病例数量都在下降。</p>\n<p>6、IMF：英国经济复苏速度将落后于其他发达国家</p>\n<p>当地时间12日，国际货币基金组织（IMF）发布最新全球预测称，与其他发达国家相比，新冠疫情对英国经济的打击更为持久和严重。该组织预测，英国经济至2024年仍将比疫情前萎缩3%，将在所有G7国家中排名垫底，而美国、加拿大和日本等其他G7国家经济都将恢复至疫情前水平。</p>\n<p>7、英国央行副行长表示加密货币需要“紧急”监管</p>\n<p>英国央行副行长Jon Cunliffe表示，加密货币需要紧急监管，以防止金融系统面临风险。Cunliffe表示，“但正如金融危机向我们展示的那样，你不必在金融部门占到很大的比例就可以触发金融稳定问题--2008年次级抵押贷款的价值约为1.2万亿美元。”</p>\n<p>8、英国港口严重拥堵 或将导致西方传统节日玩具供应短缺</p>\n<p>当地时间13日，英国最大的玩具零售商之一The Entertainer警告称，英国各大港口的严重拥堵和货运延误将导致今年西方传统节日的玩具商品短缺。</p>\n<p>9、欧佩克下调今年全球石油需求增速预测</p>\n<p>月报显示，尽管油价上涨，欧佩克仍对石油需求持谨慎态度。欧佩克将2021年全球石油需求增速预测下调16万桶/日，至580万桶/日。美国方面，EIA最新报告下调今年美国油产预期至1102万桶/日，对WTI和布油明年价格预期均上调近6美元。</p>\n<p>10、美国9月CPI增长略超预期</p>\n<p>9月CPI同比上涨5.4%，略高于市场预期5.3%，连续第5个月同比增长超过5%，为2008年7月以来最高水平。9月核心CPI月率录得0.4%，也高于预期的0.3%。有分析认为，美元在CPI数据公布后冲高，很可能是因为强劲的工资数据得到了回应。</p>\n<p>公司新闻</p>\n<p>1、<a href=\"https://laohu8.com/NW/2175166273\" target=\"_blank\">蓝色起源成功完成第二次载人太空飞行 将四名乘客送入太空</a></p>\n<p>北京时间10月13日晚间消息，据报道，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>创始人杰夫·贝索斯旗下太空探索技术公司“蓝色起源”刚刚成功地完成了第二次载人太空飞行任务，将四名成员送入太空。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2175042163\" target=\"_blank\">美国波音公司将解雇未接种新冠疫苗的员工</a></p>\n<p>据美国《西雅图时报》当地时间10月12日报道，波音公司于12日在向其所有美国员工发送的一条消息中称，将解雇未接种新冠疫苗的员工。</p>\n<p>波音公司称，颁布的新规定是为了回应美国总统拜登要求联邦政府承包商和分包商公司必须接种新冠疫苗的行政命令。据悉，波音公司在美国的近12.5万名员工将受到这项新规定的影响。</p>\n<p>3、本田承诺2030年后在中国只售电动汽车</p>\n<p><a href=\"https://laohu8.com/S/HMC\">本田汽车</a>正加倍押注于全球最大的汽车市场，承诺2030年后在中国推出的所有车型都将是电动汽车，此前，其首席执行官Toshihiro Mibe对这家日本汽车制造商设下的目标是到2040年在全球范围内摆脱内燃机汽车。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2175163709\" target=\"_blank\">摩根大通并购交易业务创史上季度最佳表现 但贷款部门增长缓慢</a></p>\n<p>“尽管疫情和供应链中断的影响依然存在，但经济继续保持稳健增长，摩根大通取得了强劲的业绩表现，”首席执行官杰米·戴蒙周三发布声明称 。在“并购活动激增以及IPO表现强劲”的推动下，投资银行业务的佣金收入增长52%。</p>\n<p>不过，由于消费和商业贷款增长仍然面临挑战，摩根大通股价下跌。</p>\n<p>5、<a href=\"https://laohu8.com/NW/2175515531\" target=\"_blank\">蔚来回应“导航界面弹广告”：属业务通知推送，不会做广告</a></p>\n<p>对于有车主称蔚来汽车导航界面弹广告一事，蔚来汽车相关负责人独家回应中新经纬表示，这个是蔚来自己的一个业务通知推送，蔚来不会利用车机屏幕做广告业务。</p>\n<p>6、外媒：<a href=\"https://laohu8.com/NW/2175153490\" target=\"_blank\">苹果明年将推出 Apple Watch 8，配备三种尺寸</a></p>\n<p>据外媒MacRumors报道，苹果公司可能会在明年推出拥有三款尺寸的Apple Watch Series8。据了解，苹果公司在2021年对Apple Watch Series7的设计进行了小幅修改，到目前为止，只有41毫米和45毫米的表壳可供选择。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"161125":"标普500","OEF":"标普100指数ETF-iShares","03086":"华夏纳指","TTTN":"老虎中美互联网巨头ETF","DJX":"1/100道琼斯","SSO":"两倍做多标普500ETF","OEX":"标普100","SPY":"标普500ETF","TQQQ":"纳指三倍做多ETF","QNETCN":"纳斯达克中美互联网老虎指数","IVV":"标普500指数ETF","QID":"纳指两倍做空ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","DOG":"道指反向ETF","SDOW":"道指三倍做空ETF-ProShares","QQQ":"纳指100ETF","DDM":"道指两倍做多ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154171250","content_text":"摘要：①美股周三小幅收高，道指微跌0.53点，纳指涨0.73%，标普500涨0.3%；②黄金期货周三收高2%，创一个月来最高收盘价；③美联储会议纪要：缩债最快11月启动、明年中结束，加息事宜分歧大。\n\n海外市场\n1、缩债或从11月中旬开始 美股小幅收高\n美股周三小幅收高。投资者正在评估最新财报、通胀数据以及美联储政策动向。美国9月CPI环比增长0.4%、同比增长5.4%，均高于预期。美联储会议纪要称最早可能从11月中旬开始缩减债券购买规模。截至收盘，道琼斯指数微跌0.53点，纳斯达克指数涨0.73%，标普500指数涨0.3%。\n2、热门中概股周三收盘大多走高 雾芯科技涨近15%\n热门中概股周三收盘大多走高，雾芯科技涨近15%，美国FDA此前首次授权电子烟产品在美合法销售；教育股多数走高。\n新东方涨超8%，贝壳涨超7%，好未来涨近6%，拼多多涨超4%，哔哩哔哩涨超3%，阿里巴巴、百度、京东涨近3%，网易涨近1%。新能源汽车股中，小鹏汽车涨近6%，理想汽车、蔚来汽车涨超2%。\n3、欧股收盘全线上涨\n欧股收盘全线上涨，德国DAX指数涨0.68%报15249.38点，法国CAC40指数涨0.75%报6597.38点，英国富时100指数涨0.16%报7141.82点。\n4、周三美国WTI原油收跌0.3% 仍维持在80美元之上\n在能源供应紧张的背景下，交易商继续权衡需求前景。最终，纽约商品交易所11月交割的西德克萨斯中质原油（WTI）下跌20美分，跌幅近0.3%，收于每桶80.44美元。周二WTI期货价格创2014年10月30日以来的最高收盘价。\n5、黄金期货周三收高2% 创一个月来最高收盘价\n美国9月CPI报告公布后，美元与美债收益率走软，推动金价上涨。最终，纽约商品交易所12月交割的黄金期货价格上涨35.40美元，涨幅2%，收于每盎司1794.70美元，创9月15日以来的最高收盘价。\n国际宏观\n1、美联储会议纪要：缩债最快11月启动、明年中结束 加息事宜分歧大\n北京时间周四凌晨，美联储公布了9月FOMC会议纪要，进一步稳固美联储最快将在11月启动缩债、明年中结束购债的“渐进式缩债”预期。\n纪要显示，与会者普遍认为只要经济复苏基本保持在正轨上，逐渐减少购债并在明年年中完全中止的缩债路径将是合适的。与会者认为，目前的货币政策立场对于促进最大就业以及实现长期平均2%的通胀和将长期通胀预期锚定2%的水平来说仍然适当。\n大多数与会者表示，在委员会的价格稳定目标方面，已经达到了或者将很快达到“实质性进一步进展”的标准。\n2、美国白宫：“无法预测”通货膨胀和供应链问题何时解决\n当地时间10月13日，美国白宫新闻发言人珍·普萨基在媒体简报会上回答记者问题时表示，针对供应链的瓶颈和不断上升的通货膨胀，白宫无法预测政府能够在何时解决所有问题。美国正在试图摆脱新冠肺炎疫情引起的经济危机，政府所能做的是努力利用掌握的一切手段减轻对民众的影响。她表示，拜登政府正致力于解决港口货物拥堵和运输延误等问题。\n3、拜登宣布美国最大两个港口将实行一周7天24小时营业模式\n当地时间10月13日，美国总统拜登发表公开讲话，宣布美国最大的两个港口洛杉矶港和长滩港将实行每天24小时、每周7天的营业模式运营，以解决港口货物拥堵问题，并让美国本土的货物运输卡车得以在交通不拥堵的夜间运送货物，增强消费品供应链。\n4、美国9月份消费物价涨幅超过预期 凸显经济面临持续的通胀压力\n根据美国劳工部周三公布的数据，9月份消费者价格指数较8月份上升0.4%。同比涨幅达到5.4%，是2008年以来最大同比涨幅。不含波动性较大的食品和能源，核心通胀环比上涨0.2%。\n5、世卫组织：全球新冠肺炎新增死亡病例数降至近一年来最低水平\n当地时间13日，世卫组织举行新冠肺炎例行发布会，世卫组织总干事谭德塞表示，全球新冠肺炎单周新增死亡病例数量继续下降，已降至近一年来的最低水平，但根据世卫组织统计数据，全球每周仍有近五万人死于新冠肺炎，实际数字肯定更高。除欧洲外，各个区域的新冠肺炎新增死亡病例数量都在下降。\n6、IMF：英国经济复苏速度将落后于其他发达国家\n当地时间12日，国际货币基金组织（IMF）发布最新全球预测称，与其他发达国家相比，新冠疫情对英国经济的打击更为持久和严重。该组织预测，英国经济至2024年仍将比疫情前萎缩3%，将在所有G7国家中排名垫底，而美国、加拿大和日本等其他G7国家经济都将恢复至疫情前水平。\n7、英国央行副行长表示加密货币需要“紧急”监管\n英国央行副行长Jon Cunliffe表示，加密货币需要紧急监管，以防止金融系统面临风险。Cunliffe表示，“但正如金融危机向我们展示的那样，你不必在金融部门占到很大的比例就可以触发金融稳定问题--2008年次级抵押贷款的价值约为1.2万亿美元。”\n8、英国港口严重拥堵 或将导致西方传统节日玩具供应短缺\n当地时间13日，英国最大的玩具零售商之一The Entertainer警告称，英国各大港口的严重拥堵和货运延误将导致今年西方传统节日的玩具商品短缺。\n9、欧佩克下调今年全球石油需求增速预测\n月报显示，尽管油价上涨，欧佩克仍对石油需求持谨慎态度。欧佩克将2021年全球石油需求增速预测下调16万桶/日，至580万桶/日。美国方面，EIA最新报告下调今年美国油产预期至1102万桶/日，对WTI和布油明年价格预期均上调近6美元。\n10、美国9月CPI增长略超预期\n9月CPI同比上涨5.4%，略高于市场预期5.3%，连续第5个月同比增长超过5%，为2008年7月以来最高水平。9月核心CPI月率录得0.4%，也高于预期的0.3%。有分析认为，美元在CPI数据公布后冲高，很可能是因为强劲的工资数据得到了回应。\n公司新闻\n1、蓝色起源成功完成第二次载人太空飞行 将四名乘客送入太空\n北京时间10月13日晚间消息，据报道，亚马逊创始人杰夫·贝索斯旗下太空探索技术公司“蓝色起源”刚刚成功地完成了第二次载人太空飞行任务，将四名成员送入太空。\n2、美国波音公司将解雇未接种新冠疫苗的员工\n据美国《西雅图时报》当地时间10月12日报道，波音公司于12日在向其所有美国员工发送的一条消息中称，将解雇未接种新冠疫苗的员工。\n波音公司称，颁布的新规定是为了回应美国总统拜登要求联邦政府承包商和分包商公司必须接种新冠疫苗的行政命令。据悉，波音公司在美国的近12.5万名员工将受到这项新规定的影响。\n3、本田承诺2030年后在中国只售电动汽车\n本田汽车正加倍押注于全球最大的汽车市场，承诺2030年后在中国推出的所有车型都将是电动汽车，此前，其首席执行官Toshihiro Mibe对这家日本汽车制造商设下的目标是到2040年在全球范围内摆脱内燃机汽车。\n4、摩根大通并购交易业务创史上季度最佳表现 但贷款部门增长缓慢\n“尽管疫情和供应链中断的影响依然存在，但经济继续保持稳健增长，摩根大通取得了强劲的业绩表现，”首席执行官杰米·戴蒙周三发布声明称 。在“并购活动激增以及IPO表现强劲”的推动下，投资银行业务的佣金收入增长52%。\n不过，由于消费和商业贷款增长仍然面临挑战，摩根大通股价下跌。\n5、蔚来回应“导航界面弹广告”：属业务通知推送，不会做广告\n对于有车主称蔚来汽车导航界面弹广告一事，蔚来汽车相关负责人独家回应中新经纬表示，这个是蔚来自己的一个业务通知推送，蔚来不会利用车机屏幕做广告业务。\n6、外媒：苹果明年将推出 Apple Watch 8，配备三种尺寸\n据外媒MacRumors报道，苹果公司可能会在明年推出拥有三款尺寸的Apple Watch Series8。据了解，苹果公司在2021年对Apple Watch Series7的设计进行了小幅修改，到目前为止，只有41毫米和45毫米的表壳可供选择。","news_type":1,"symbols_score_info":{"161125":0.9,".DJI":0.9,".IXIC":0.9,".SPX":0.9,"03086":0.9,"DDM":0.9,"DJX":0.9,"DOG":0.9,"IVV":0.9,"MNQmain":0.9,"NQmain":0.9,"OEF":0.9,"OEX":0.9,"QID":0.9,"QNETCN":0.9,"QQQ":0.9,"SDOW":0.9,"SPY":0.9,"SSO":0.9,"TQQQ":0.9,"TTTN":0.9}},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841727776,"gmtCreate":1635944899622,"gmtModify":1635944929950,"author":{"id":"4095601774578290","authorId":"4095601774578290","name":"JuJulo","avatar":"https://static.tigerbbs.com/bb473b3f2f568a71516662aa5b0c8320","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095601774578290","idStr":"4095601774578290"},"themes":[],"htmlText":"I knew Pfizer stock will raise again","listText":"I knew Pfizer stock will raise again","text":"I knew Pfizer stock will raise again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841727776","repostId":"1120937777","repostType":2,"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858795612,"gmtCreate":1635121168107,"gmtModify":1635121168257,"author":{"id":"4095601774578290","authorId":"4095601774578290","name":"JuJulo","avatar":"https://static.tigerbbs.com/bb473b3f2f568a71516662aa5b0c8320","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095601774578290","idStr":"4095601774578290"},"themes":[],"htmlText":"Need to pay attention on financial report. Need to keep or sell stocks because them make announcement.","listText":"Need to pay attention on financial report. Need to keep or sell stocks because them make announcement.","text":"Need to pay attention on financial report. Need to keep or sell stocks because them make announcement.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/858795612","repostId":"1181013226","repostType":4,"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696515174,"gmtCreate":1640734608997,"gmtModify":1640734609109,"author":{"id":"4095601774578290","authorId":"4095601774578290","name":"JuJulo","avatar":"https://static.tigerbbs.com/bb473b3f2f568a71516662aa5b0c8320","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095601774578290","idStr":"4095601774578290"},"themes":[],"htmlText":"Surprise.","listText":"Surprise.","text":"Surprise.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696515174","repostId":"2195343128","repostType":4,"isVote":1,"tweetType":1,"viewCount":1685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875545259,"gmtCreate":1637674578362,"gmtModify":1637674578446,"author":{"id":"4095601774578290","authorId":"4095601774578290","name":"JuJulo","avatar":"https://static.tigerbbs.com/bb473b3f2f568a71516662aa5b0c8320","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095601774578290","idStr":"4095601774578290"},"themes":[],"htmlText":"Costco and nvda are good to buy&nbsp;","listText":"Costco and nvda are good to buy&nbsp;","text":"Costco and nvda are good to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875545259","repostId":"2185384177","repostType":2,"isVote":1,"tweetType":1,"viewCount":936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872353068,"gmtCreate":1637447573860,"gmtModify":1637447573910,"author":{"id":"4095601774578290","authorId":"4095601774578290","name":"JuJulo","avatar":"https://static.tigerbbs.com/bb473b3f2f568a71516662aa5b0c8320","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095601774578290","idStr":"4095601774578290"},"themes":[],"htmlText":"I am looking at this stock... Might be a good investment...&nbsp;","listText":"I am looking at this stock... Might be a good investment...&nbsp;","text":"I am looking at this stock... Might be a good investment...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872353068","repostId":"1147403588","repostType":2,"repost":{"id":"1147403588","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1637332561,"share":"https://www.laohu8.com/m/news/1147403588?lang=&edition=full","pubTime":"2021-11-19 22:36","market":"us","language":"en","title":"Roblox stock jumped 5% in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1147403588","media":"Tiger Newspress","summary":"Roblox stock jumped 5% in morning trading as Morgan Stanley sets Street-high price target on it.\n\nMo","content":"<p>Roblox stock jumped 5% in morning trading&nbsp;as&nbsp;Morgan Stanley sets Street-high price target on it.</p>\n<p><img src=\"https://static.tigerbbs.com/8f2970feb5e54b6d376b4d16f41917d5\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>Morgan Stanley analyst Brian Nowak said in a note to clients Wednesday evening that the stock still has more room to run.</p>\n<p>“RBLX’s 3Q results and analyst day highlighted its early leadership in the metaverse and continued innovation to capitalize on materially higher long-term monetization opportunity. At 3Q results, we were particularly encouraged by the October trends ... as we think they speak to RBLX’s better than appreciated growth runway/ability to continue growing its user base, engagement and monetization even through reopening,” Nowak wrote.</p>\n<p>Morgan Stanley raised its price target on Roblox to $150 per share from $88. The new target is 20% above where the stock closed Wednesday and is the highest among major Wall Street firms, according to FactSet. Shares rose nearly 4% in premarket trading Thursday.</p>\n<p>The increased focus of companies on the metaverse should help Roblox expand its revenue opportunities in the years ahead, according to Morgan Stanley.</p>\n<p>“We were most encouraged by management’s statement that ‘in the next 3-5 years, all brands will have a Roblox Strategy’, as we believe this speaks to the company’s focus on driving higher branded monetization,” the note said.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Roblox stock jumped 5% in morning trading</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\">\nRoblox stock jumped 5% in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-19 22:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Roblox stock jumped 5% in morning trading&nbsp;as&nbsp;Morgan Stanley sets Street-high price target on it.</p>\n<p><img src=\"https://static.tigerbbs.com/8f2970feb5e54b6d376b4d16f41917d5\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>Morgan Stanley analyst Brian Nowak said in a note to clients Wednesday evening that the stock still has more room to run.</p>\n<p>“RBLX’s 3Q results and analyst day highlighted its early leadership in the metaverse and continued innovation to capitalize on materially higher long-term monetization opportunity. At 3Q results, we were particularly encouraged by the October trends ... as we think they speak to RBLX’s better than appreciated growth runway/ability to continue growing its user base, engagement and monetization even through reopening,” Nowak wrote.</p>\n<p>Morgan Stanley raised its price target on Roblox to $150 per share from $88. The new target is 20% above where the stock closed Wednesday and is the highest among major Wall Street firms, according to FactSet. Shares rose nearly 4% in premarket trading Thursday.</p>\n<p>The increased focus of companies on the metaverse should help Roblox expand its revenue opportunities in the years ahead, according to Morgan Stanley.</p>\n<p>“We were most encouraged by management’s statement that ‘in the next 3-5 years, all brands will have a Roblox Strategy’, as we believe this speaks to the company’s focus on driving higher branded monetization,” the note said.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RBLX":"Roblox Corporation"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147403588","content_text":"Roblox stock jumped 5% in morning trading as Morgan Stanley sets Street-high price target on it.\n\nMorgan Stanley analyst Brian Nowak said in a note to clients Wednesday evening that the stock still has more room to run.\n“RBLX’s 3Q results and analyst day highlighted its early leadership in the metaverse and continued innovation to capitalize on materially higher long-term monetization opportunity. At 3Q results, we were particularly encouraged by the October trends ... as we think they speak to RBLX’s better than appreciated growth runway/ability to continue growing its user base, engagement and monetization even through reopening,” Nowak wrote.\nMorgan Stanley raised its price target on Roblox to $150 per share from $88. The new target is 20% above where the stock closed Wednesday and is the highest among major Wall Street firms, according to FactSet. Shares rose nearly 4% in premarket trading Thursday.\nThe increased focus of companies on the metaverse should help Roblox expand its revenue opportunities in the years ahead, according to Morgan Stanley.\n“We were most encouraged by management’s statement that ‘in the next 3-5 years, all brands will have a Roblox Strategy’, as we believe this speaks to the company’s focus on driving higher branded monetization,” the note said.","news_type":1,"symbols_score_info":{"RBLX":0.9}},"isVote":1,"tweetType":1,"viewCount":701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876717118,"gmtCreate":1637364564297,"gmtModify":1637364564455,"author":{"id":"4095601774578290","authorId":"4095601774578290","name":"JuJulo","avatar":"https://static.tigerbbs.com/bb473b3f2f568a71516662aa5b0c8320","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095601774578290","idStr":"4095601774578290"},"themes":[],"htmlText":"Cool. See what happens as currently&nbsp;Tesla is the leader. I still see telsa is going be very strong.&nbsp;","listText":"Cool. See what happens as currently&nbsp;Tesla is the leader. I still see telsa is going be very strong.&nbsp;","text":"Cool. See what happens as currently Tesla is the leader. I still see telsa is going be very strong.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876717118","repostId":"2184976238","repostType":4,"repost":{"id":"2184976238","kind":"highlight","pubTimestamp":1637291935,"share":"https://www.laohu8.com/m/news/2184976238?lang=&edition=full","pubTime":"2021-11-19 11:18","market":"hk","language":"zh","title":"特斯拉真会暴跌90%吗？别激动，认真分析一下","url":"https://stock-news.laohu8.com/highlight/detail?id=2184976238","media":"虎嗅","summary":"特斯拉值1万亿美元，但不是现在。","content":"<p>作者｜Eastland</p>\n<p>马斯克“顺应民意”，在一周之内套现约69亿美元。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股票结束11周连涨（从680美元涨至1243.5美元），调头向下，一度跌破1000美元。按照网友“批准”的减持计划，马斯克还要再卖1000多万股。</p>\n<p>我们这一代人，有生之年看不到新能源的天花板，但不意味着可以透支未来。特斯拉高位回调说明个别选手被高估。</p>\n<p><b>知名空头甚至暗示特斯拉可能会暴跌90%。特斯拉身系“美国国运”，在华尔街人心目中的地位今非昔比，即便深度回调也会在一年半载内“收复失地”。</b></p>\n<p><img src=\"https://static.tigerbbs.com/35c7f11c8e93554d5bd1f6a63651d4d6\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><b>越过“生死线”—— 20万辆/年</b></p>\n<p>2012年6月，特斯拉开始交付Model S；2015年9月，2012年6月，Model X、Model 3先后面世。</p>\n<p>2017年，三款车型合计交付10.3万辆（其中Model 3 交付1764辆），销售收入85.4亿美元，净亏损22.4亿美元。当时多数人不看好这家公司。</p>\n<p>上海“超级工厂”的建设救了特斯拉——2018年签约，2019年开工建设，2020年产能逐步释放，三季度末达到25万辆/年。</p>\n<p>到2020年Q3，特斯拉单季产、销量分别达到14.5万辆和14万辆，环比增幅分别为76.8%、53.8%。再到2021年Q3，产、销量分别23.8万辆、24.1万辆，产销率102%。<img src=\"https://static.tigerbbs.com/7715c6e633e6d633c9020349e0a86e18\" tg-width=\"1000\" tg-height=\"629\" referrerpolicy=\"no-referrer\"></p>\n<p>规模经济是汽车工业的铁律，概莫能外。特斯拉科技内核虽硬，年销量10万辆出头的2017年几乎亏到破产，年销量超过25万辆的2018年让多头看到曙光，年销量36.5万辆的2019年亏损率收窄至3%，年销量超过50万辆的2020年才算“温饱”。</p>\n<p>截至2021年9月末，加州基地产能达60万辆/年（其中Model 3/Y产能50万辆/年），上海基地产能45万辆/年（全部为Model 3/Y产能），合计105万辆/年。2021年10月，<a href=\"https://laohu8.com/S/002594\">比亚迪</a>新能源车单月销量超过8万辆，年化产能亦达百万量级。</p>\n<p>2021年前三季，特斯拉累积销量62.4万辆，净利润33亿美元，市值突破万亿美元。</p>\n<p>没有燃油车生产经验，直接研发、生产、销售电动车，通常这样的“玩家”被定义为新势力。与“新势力”对应的是比亚迪、上汽、北汽、广汽等“拥抱”新能源车的燃油车生产企业。至于奔驰、宝马、大众等企业还醉心于从燃油车赚“最后一个铜板”，还在拿“48v轻混”自欺欺人。</p>\n<p>其实，年产数百万辆的传统车企推出新能源车具有“先天优势”：一是不存在产能瓶颈；二是基建、生产设施、模具等方方面面都可借燃油车的“光”，成本比较容易控制 。新势力从PPT起步，前期巨亏是必然的。</p>\n<p><b>特斯拉的历程说明：“20万辆/年”是生死线，“50万辆/年”是温饱线。</b>新能源车玩家中，只有特斯拉、比亚迪跨越了这两条线，并已突进到100万辆/年这个“超级关口”。<b>蔚、小、理差距实在太大，在销量接近“20万辆/年”之前没必要关注。</b>#<b>只有炒作机会，没有投资价值#</b></p>\n<p><b>薄利多销是王道</b></p>\n<p>特斯拉财报披露销量时，将Model X与Model S合并、Model 3与Model Y合并。Model X/S是高端产品，主打性能；Model 3/Y是“普惠”产品，主打性价比。</p>\n<p>早年的特斯拉，高端车型是绝对主流。到2018年Q3，Model 3交付5.6万辆，占比达67%（当时Model Y还没有下线）；2019年Q3，高端车型占比降至18%；2021年Q3，Model 3/Y交付达23.2万辆，占比96%。</p>\n<p><img src=\"https://static.tigerbbs.com/06bb97df05a99a37427112b7a7a922e5\" tg-width=\"1000\" tg-height=\"592\" referrerpolicy=\"no-referrer\"></p>\n<p>特斯拉将所有车型销售额、成本合并披露，投资者无法算出每种车型的毛利润率，只能做定性分析——</p>\n<p>2018年Q3，高端车型交付数占比33%，单辆售价、单辆成本分别为7万美元、5.25万美元，单辆毛利润1.75万美元，毛利润率25%。</p>\n<p>2021年Q3，高端车型交付数占比仅4%，单辆售价、单辆成本分别降到4.8万美元、3.38万美元，单辆毛利润1.46万美元，毛利润率提高到30%。</p>\n<p>尽管单辆毛利润金额减少16.6%，但交付数增长187%。2021年Q3，特斯拉汽车销售毛利润达35.2亿美元，较2018年Q3增长139%。</p>\n<p><img src=\"https://static.tigerbbs.com/556c0b9e4bb349cf62a2933b585dd647\" tg-width=\"1000\" tg-height=\"644\" referrerpolicy=\"no-referrer\"></p>\n<p>特斯拉以高端产品打开市场的策略是正确的。</p>\n<p>一方面，身为“新势力”，产能有限，敢于“吃螃蟹”的用户也没那么多。</p>\n<p>另一方面，推出精心打磨、凝聚诸多“黑科技”的高端产品，能够树立良好的品牌形象。等公司站稳脚跟、产能逐步扩大再推出“亲民”产品。消费者发现“<a href=\"https://laohu8.com/S/BJZ.SI\">高大</a>上”的特斯拉能买得起，欣然解囊。</p>\n<p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>首先推出售价50万左右的ES8，与特斯拉的思路基本相同。</p>\n<p>但规模经济是汽车工业的铁律，要上规模就必须薄利多销。顶级<a href=\"https://laohu8.com/S/DLX\">豪华</a>品牌，<a href=\"https://laohu8.com/S/RACE\">法拉利</a>、宾利、布加迪活得艰难，丰田、大众成为行业翘楚。马斯克想得很清楚。</p>\n<p><b>营收多元化的努力</b></p>\n<p>中国整车制造企业采用4S店模式，售后服务盈利能力可观（工时费、“零整比”）。特斯拉采用“互联网思维”，通过自建的服务中心进行“直销”并提供售后服务，特斯拉还自建超级充电桩，提供有偿服务。根据公开资料，特斯拉在中国建立了100个服务中心、800座充电站，覆盖310个城市，有1700个充电桩。</p>\n<p>特斯拉还涉足储能及光伏发电，在澳大利亚、加州布置锂电池储能装置。</p>\n<p>这样一来，特斯拉就有了三项收入：汽车（含租赁）、服务、发电/储能。</p>\n<p>2017年以来，汽车业务营收占比在82%~87%之间波动，其中的电动车销售是推动营收增长的唯一引擎。</p>\n<p>2018年，电动车销售收入176亿美元，同比增长107%，在营收中的比重升至86.3%，带动营收整体增速达到82.5%。</p>\n<p>2019年，电动车销售收入200亿美元，同比增速降到13%，占营收的84.7%，营收整体仅增14.5%。</p>\n<p>2020年，电动车销售收入262亿美元，同比增速回升至31%，在营收中的份额提高到86.4%，营收整体增速为28.3%。</p>\n<p>2021年前三季，电动车销售收入达303亿美元，同比增长42%，在营收中的比重升至86.6%，营收整体增速达到73.6%。</p>\n<p><img src=\"https://static.tigerbbs.com/3a9d0028c1d798a2fd3c647228051c9a\" tg-width=\"1000\" tg-height=\"633\" referrerpolicy=\"no-referrer\"></p>\n<p>特斯拉的营收多元化努力有得有失，服务业务扭亏在即，令人“遐想”，储能/发电业务可能“误入歧途”。</p>\n<p><b>服务亏损收窄意义非凡</b></p>\n<p>特斯拉采用直销模式，一方面是“标新立异”，另一方面也因为初创时期缺乏品牌号召力，难以吸引外部资金投资、运营4S店。</p>\n<p>2018年特斯拉服务收入13.9亿美元，毛亏损4.9亿美元，亏损率高达35.2%；2019年服务业务毛亏损5.4亿美元，毛亏损率缩减到24.4%；2021年前三季度，毛亏损1.2亿美元，毛亏损率4.5%。</p>\n<p>2018年以来，特斯拉服务毛亏损率呈45%向上缩减，扭亏指日可待。这是蔚来梦寐以求的局面。</p>\n<p><img src=\"https://static.tigerbbs.com/04dc22604df9d5c44b7fc5abb45af1f4\" tg-width=\"1000\" tg-height=\"631\" referrerpolicy=\"no-referrer\"></p>\n<p>特斯拉服务亏损收窄意义非凡。</p>\n<p>首先可以大幅提高盈利能力。如果服务亏损，随着保有量增长，特斯拉将不堪重负，蔚来正面临这一危机。如果服务能赚钱，利润将源源不断。</p>\n<p>其次，从根本上改变了车企与用户的关系。传统企业通过第三方销售并提供售后服务，特斯拉与用户保持“直连”，与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、小米一样，既卖硬件又“获客”，“钱途”不可限量。</p>\n<p><b>从这个角度，特斯拉的高估值是有道理的。</b></p>\n<p><b>储能业务可能是条歧路</b></p>\n<p>特斯拉储能业务从加州起步。起初，借助天时地利人和，毛利润率直追电动车业务。</p>\n<p>随着远离家乡和规模扩大，储能业务效益急剧下滑。2021年前三季度，储能业务出现7800万美元毛亏损，亏损率3.7%。</p>\n<p><img src=\"https://static.tigerbbs.com/e2b1d935b8f2bdd6561296fe2689acf2\" tg-width=\"1000\" tg-height=\"640\" referrerpolicy=\"no-referrer\"></p>\n<p>特斯拉当年选择18650三元锂电池无可厚非，一是技术高度成熟可靠，拿来就可以用；二是能量密度高。至于成本，高端的用度可以承受，但却将全世界新能源车引上“锂电池”之路。</p>\n<p>如今电动车普及成度最高的中国，锂电渗透率也才9%，仅在2021年，锂电池上游材料已经涨了300%。</p>\n<p>锂在自然界中的丰度较高，但具备经济开采价值的资源有限，且集中在“南美锂三角”和西澳。粗略测算，全球可以合理成本开采的锂能够装备20亿辆纯电动车。假如全球每年销售的新车全部采用锂电池，只够用20年。<b>锂电池显然不是新能源车的最终解决方案！</b></p>\n<p><b>锂、钴、镍、锰造动力电池还远远不够，能拿出多少用于储能？</b>某研究机构还煞有介事地预测<a href=\"https://laohu8.com/S/300750\">宁德时代</a>2060年储能业务收入，谁知道那时候还有没有锂！</p>\n<p>目前运营的化学储能项目，90%采用的是锂电池。除资源瓶颈，锂电池用于储能还有两大障碍——</p>\n<p><b>一是安全性/可靠性。</b>天太冷，储存的电量会被“消灭”；天太热，可能会爆炸。电动汽车、电动自行车爆炸自燃的案例数不胜数：2021年，特斯拉澳大利亚储能电站重达13吨的锂电池发生爆炸，大火烧了三天；北京南四环锂电池储能电站也发生过爆炸事故；近3年内，全球范围内的储能项目发生爆炸和火灾事故多达26起。问题是，全球一共才有几个储能项目，爆炸的概率也太高了。</p>\n<p><b>有人认为燃气、电也不是绝对安全，锂电池的爆燃危险且先不说，但各地纷纷禁止电动车室内充电，没禁用燃气、用电！</b></p>\n<p><b>二是循环寿命太短。</b>花巨资建的储能电站（即便用循环寿命更高的磷酸铁锂电池），每天充放一次，用十年八年就Game Over了？</p>\n<p><b>特斯拉选择锂电池有历史的必然性，但锂电池注定不是新能源车及储能的最终解决方案。</b></p>\n<p>假如最终的解决方案是氢燃料电池，对年销量超100万辆新能源车的特斯拉、比亚迪来讲，无非是换家供应商。而且，以马斯克、王传福的性情，大概率会自己搞氢燃料电池。那时候苦的是宁德时代。#功能机王者<a href=\"https://laohu8.com/S/NOK\">诺基亚</a>无法称霸智能机时代#</p>\n<p><b>总而言之，特斯拉值1万亿美元，但不是现在。</b></p>","source":"highlight_huxiu","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>特斯拉真会暴跌90%吗？别激动，认真分析一下</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉真会暴跌90%吗？别激动，认真分析一下\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-19 11:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.huxiu.com/article/472973.html><strong>虎嗅</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者｜Eastland\n马斯克“顺应民意”，在一周之内套现约69亿美元。特斯拉股票结束11周连涨（从680美元涨至1243.5美元），调头向下，一度跌破1000美元。按照网友“批准”的减持计划，马斯克还要再卖1000多万股。\n我们这一代人，有生之年看不到新能源的天花板，但不意味着可以透支未来。特斯拉高位回调说明个别选手被高估。\n知名空头甚至暗示特斯拉可能会暴跌90%。特斯拉身系“美国国运”，在...</p>\n\n<a href=\"https://www.huxiu.com/article/472973.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2969cc3878a4ae07d0efb982faa06e8b","relate_stocks":{"BK4551":"寇图资本持仓","TSLA":"特斯拉","BK4099":"汽车制造商","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4548":"巴美列捷福持仓","BK4555":"新能源车","BK4527":"明星科技股"},"source_url":"https://www.huxiu.com/article/472973.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2184976238","content_text":"作者｜Eastland\n马斯克“顺应民意”，在一周之内套现约69亿美元。特斯拉股票结束11周连涨（从680美元涨至1243.5美元），调头向下，一度跌破1000美元。按照网友“批准”的减持计划，马斯克还要再卖1000多万股。\n我们这一代人，有生之年看不到新能源的天花板，但不意味着可以透支未来。特斯拉高位回调说明个别选手被高估。\n知名空头甚至暗示特斯拉可能会暴跌90%。特斯拉身系“美国国运”，在华尔街人心目中的地位今非昔比，即便深度回调也会在一年半载内“收复失地”。\n\n越过“生死线”—— 20万辆/年\n2012年6月，特斯拉开始交付Model S；2015年9月，2012年6月，Model X、Model 3先后面世。\n2017年，三款车型合计交付10.3万辆（其中Model 3 交付1764辆），销售收入85.4亿美元，净亏损22.4亿美元。当时多数人不看好这家公司。\n上海“超级工厂”的建设救了特斯拉——2018年签约，2019年开工建设，2020年产能逐步释放，三季度末达到25万辆/年。\n到2020年Q3，特斯拉单季产、销量分别达到14.5万辆和14万辆，环比增幅分别为76.8%、53.8%。再到2021年Q3，产、销量分别23.8万辆、24.1万辆，产销率102%。\n规模经济是汽车工业的铁律，概莫能外。特斯拉科技内核虽硬，年销量10万辆出头的2017年几乎亏到破产，年销量超过25万辆的2018年让多头看到曙光，年销量36.5万辆的2019年亏损率收窄至3%，年销量超过50万辆的2020年才算“温饱”。\n截至2021年9月末，加州基地产能达60万辆/年（其中Model 3/Y产能50万辆/年），上海基地产能45万辆/年（全部为Model 3/Y产能），合计105万辆/年。2021年10月，比亚迪新能源车单月销量超过8万辆，年化产能亦达百万量级。\n2021年前三季，特斯拉累积销量62.4万辆，净利润33亿美元，市值突破万亿美元。\n没有燃油车生产经验，直接研发、生产、销售电动车，通常这样的“玩家”被定义为新势力。与“新势力”对应的是比亚迪、上汽、北汽、广汽等“拥抱”新能源车的燃油车生产企业。至于奔驰、宝马、大众等企业还醉心于从燃油车赚“最后一个铜板”，还在拿“48v轻混”自欺欺人。\n其实，年产数百万辆的传统车企推出新能源车具有“先天优势”：一是不存在产能瓶颈；二是基建、生产设施、模具等方方面面都可借燃油车的“光”，成本比较容易控制 。新势力从PPT起步，前期巨亏是必然的。\n特斯拉的历程说明：“20万辆/年”是生死线，“50万辆/年”是温饱线。新能源车玩家中，只有特斯拉、比亚迪跨越了这两条线，并已突进到100万辆/年这个“超级关口”。蔚、小、理差距实在太大，在销量接近“20万辆/年”之前没必要关注。#只有炒作机会，没有投资价值#\n薄利多销是王道\n特斯拉财报披露销量时，将Model X与Model S合并、Model 3与Model Y合并。Model X/S是高端产品，主打性能；Model 3/Y是“普惠”产品，主打性价比。\n早年的特斯拉，高端车型是绝对主流。到2018年Q3，Model 3交付5.6万辆，占比达67%（当时Model Y还没有下线）；2019年Q3，高端车型占比降至18%；2021年Q3，Model 3/Y交付达23.2万辆，占比96%。\n\n特斯拉将所有车型销售额、成本合并披露，投资者无法算出每种车型的毛利润率，只能做定性分析——\n2018年Q3，高端车型交付数占比33%，单辆售价、单辆成本分别为7万美元、5.25万美元，单辆毛利润1.75万美元，毛利润率25%。\n2021年Q3，高端车型交付数占比仅4%，单辆售价、单辆成本分别降到4.8万美元、3.38万美元，单辆毛利润1.46万美元，毛利润率提高到30%。\n尽管单辆毛利润金额减少16.6%，但交付数增长187%。2021年Q3，特斯拉汽车销售毛利润达35.2亿美元，较2018年Q3增长139%。\n\n特斯拉以高端产品打开市场的策略是正确的。\n一方面，身为“新势力”，产能有限，敢于“吃螃蟹”的用户也没那么多。\n另一方面，推出精心打磨、凝聚诸多“黑科技”的高端产品，能够树立良好的品牌形象。等公司站稳脚跟、产能逐步扩大再推出“亲民”产品。消费者发现“高大上”的特斯拉能买得起，欣然解囊。\n蔚来首先推出售价50万左右的ES8，与特斯拉的思路基本相同。\n但规模经济是汽车工业的铁律，要上规模就必须薄利多销。顶级豪华品牌，法拉利、宾利、布加迪活得艰难，丰田、大众成为行业翘楚。马斯克想得很清楚。\n营收多元化的努力\n中国整车制造企业采用4S店模式，售后服务盈利能力可观（工时费、“零整比”）。特斯拉采用“互联网思维”，通过自建的服务中心进行“直销”并提供售后服务，特斯拉还自建超级充电桩，提供有偿服务。根据公开资料，特斯拉在中国建立了100个服务中心、800座充电站，覆盖310个城市，有1700个充电桩。\n特斯拉还涉足储能及光伏发电，在澳大利亚、加州布置锂电池储能装置。\n这样一来，特斯拉就有了三项收入：汽车（含租赁）、服务、发电/储能。\n2017年以来，汽车业务营收占比在82%~87%之间波动，其中的电动车销售是推动营收增长的唯一引擎。\n2018年，电动车销售收入176亿美元，同比增长107%，在营收中的比重升至86.3%，带动营收整体增速达到82.5%。\n2019年，电动车销售收入200亿美元，同比增速降到13%，占营收的84.7%，营收整体仅增14.5%。\n2020年，电动车销售收入262亿美元，同比增速回升至31%，在营收中的份额提高到86.4%，营收整体增速为28.3%。\n2021年前三季，电动车销售收入达303亿美元，同比增长42%，在营收中的比重升至86.6%，营收整体增速达到73.6%。\n\n特斯拉的营收多元化努力有得有失，服务业务扭亏在即，令人“遐想”，储能/发电业务可能“误入歧途”。\n服务亏损收窄意义非凡\n特斯拉采用直销模式，一方面是“标新立异”，另一方面也因为初创时期缺乏品牌号召力，难以吸引外部资金投资、运营4S店。\n2018年特斯拉服务收入13.9亿美元，毛亏损4.9亿美元，亏损率高达35.2%；2019年服务业务毛亏损5.4亿美元，毛亏损率缩减到24.4%；2021年前三季度，毛亏损1.2亿美元，毛亏损率4.5%。\n2018年以来，特斯拉服务毛亏损率呈45%向上缩减，扭亏指日可待。这是蔚来梦寐以求的局面。\n\n特斯拉服务亏损收窄意义非凡。\n首先可以大幅提高盈利能力。如果服务亏损，随着保有量增长，特斯拉将不堪重负，蔚来正面临这一危机。如果服务能赚钱，利润将源源不断。\n其次，从根本上改变了车企与用户的关系。传统企业通过第三方销售并提供售后服务，特斯拉与用户保持“直连”，与苹果、小米一样，既卖硬件又“获客”，“钱途”不可限量。\n从这个角度，特斯拉的高估值是有道理的。\n储能业务可能是条歧路\n特斯拉储能业务从加州起步。起初，借助天时地利人和，毛利润率直追电动车业务。\n随着远离家乡和规模扩大，储能业务效益急剧下滑。2021年前三季度，储能业务出现7800万美元毛亏损，亏损率3.7%。\n\n特斯拉当年选择18650三元锂电池无可厚非，一是技术高度成熟可靠，拿来就可以用；二是能量密度高。至于成本，高端的用度可以承受，但却将全世界新能源车引上“锂电池”之路。\n如今电动车普及成度最高的中国，锂电渗透率也才9%，仅在2021年，锂电池上游材料已经涨了300%。\n锂在自然界中的丰度较高，但具备经济开采价值的资源有限，且集中在“南美锂三角”和西澳。粗略测算，全球可以合理成本开采的锂能够装备20亿辆纯电动车。假如全球每年销售的新车全部采用锂电池，只够用20年。锂电池显然不是新能源车的最终解决方案！\n锂、钴、镍、锰造动力电池还远远不够，能拿出多少用于储能？某研究机构还煞有介事地预测宁德时代2060年储能业务收入，谁知道那时候还有没有锂！\n目前运营的化学储能项目，90%采用的是锂电池。除资源瓶颈，锂电池用于储能还有两大障碍——\n一是安全性/可靠性。天太冷，储存的电量会被“消灭”；天太热，可能会爆炸。电动汽车、电动自行车爆炸自燃的案例数不胜数：2021年，特斯拉澳大利亚储能电站重达13吨的锂电池发生爆炸，大火烧了三天；北京南四环锂电池储能电站也发生过爆炸事故；近3年内，全球范围内的储能项目发生爆炸和火灾事故多达26起。问题是，全球一共才有几个储能项目，爆炸的概率也太高了。\n有人认为燃气、电也不是绝对安全，锂电池的爆燃危险且先不说，但各地纷纷禁止电动车室内充电，没禁用燃气、用电！\n二是循环寿命太短。花巨资建的储能电站（即便用循环寿命更高的磷酸铁锂电池），每天充放一次，用十年八年就Game Over了？\n特斯拉选择锂电池有历史的必然性，但锂电池注定不是新能源车及储能的最终解决方案。\n假如最终的解决方案是氢燃料电池，对年销量超100万辆新能源车的特斯拉、比亚迪来讲，无非是换家供应商。而且，以马斯克、王传福的性情，大概率会自己搞氢燃料电池。那时候苦的是宁德时代。#功能机王者诺基亚无法称霸智能机时代#\n总而言之，特斯拉值1万亿美元，但不是现在。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854608269,"gmtCreate":1635437512659,"gmtModify":1635437512832,"author":{"id":"4095601774578290","authorId":"4095601774578290","name":"JuJulo","avatar":"https://static.tigerbbs.com/bb473b3f2f568a71516662aa5b0c8320","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095601774578290","idStr":"4095601774578290"},"themes":[],"htmlText":"Pay attention on this stock...","listText":"Pay attention on this stock...","text":"Pay attention on this stock...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854608269","repostId":"1142604735","repostType":4,"repost":{"id":"1142604735","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1635435655,"share":"https://www.laohu8.com/m/news/1142604735?lang=&edition=full","pubTime":"2021-10-28 23:40","market":"us","language":"zh","title":"芯片代工巨头格芯登陆纳斯达克！首挂平开","url":"https://stock-news.laohu8.com/highlight/detail?id=1142604735","media":"老虎资讯综合","summary":"10月28日，芯片制造商格芯今日登陆纳斯达克，首挂平开，现跌1%股价破发，其首次公开发行（IPO）股票价格为每股47美元，处于目标区间高端，将筹集约26亿美元。此项IPO给予格芯的市值达到约260亿美","content":"<p>10月28日，芯片制造商<a href=\"https://laohu8.com/S/GFS\">格芯</a>今日登陆纳斯达克，首挂平开，现跌1%股价破发，其首次公开发行（IPO）股票价格为每股47美元，处于目标区间高端，将筹集约26亿美元。此项IPO给予格芯的市值达到约260亿美元，成为美国今年规模最大的IPO之一。</p>\n<p><img src=\"https://static.tigerbbs.com/02e6382f5630dd16cf26db37c65895eb\" tg-width=\"1080\" tg-height=\"2222\" referrerpolicy=\"no-referrer\"></p>\n<p><b>芯片代工巨头趁“缺芯”潮之际上市</b></p>\n<p>资料显示，格芯总部位于美国，是从AMD公司分拆出来的芯片代工厂商，由阿联酋的阿布扎比主权财富基金穆巴达拉投资公司所有。在IPO之后，穆巴达拉将控制该公司超过89%的股份。</p>\n<p>格芯主要为苹果和亚马逊等大型科技公司代工制造半导体芯片。按收入计算，格芯是全球第三大芯片代工企业，仅次于台积电和三星电子。</p>\n<p>不过和台积电、三星不同的是，格芯放弃了追求高端芯片生产能力，而主要服务于相对中低端的芯片市场，而后者对汽车制造商等行业更为重要。</p>\n<p>在新冠疫情期间，由于电子产品需求激增和供应不足造成芯片短缺，尤其是汽车制造行业，芯片和零部件严重短缺导致不少车企停工减产。在这一背景下，使得格芯作为芯片代工巨头的价值尤为凸显。</p>\n<p>文件显示，今年上半年，格芯营收约30亿美元，净亏损3.01亿美元；上年同期营收27亿美元，净亏损5.34亿美元。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>芯片代工巨头格芯登陆纳斯达克！首挂平开</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n芯片代工巨头格芯登陆纳斯达克！首挂平开\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-10-28 23:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月28日，芯片制造商<a href=\"https://laohu8.com/S/GFS\">格芯</a>今日登陆纳斯达克，首挂平开，现跌1%股价破发，其首次公开发行（IPO）股票价格为每股47美元，处于目标区间高端，将筹集约26亿美元。此项IPO给予格芯的市值达到约260亿美元，成为美国今年规模最大的IPO之一。</p>\n<p><img src=\"https://static.tigerbbs.com/02e6382f5630dd16cf26db37c65895eb\" tg-width=\"1080\" tg-height=\"2222\" referrerpolicy=\"no-referrer\"></p>\n<p><b>芯片代工巨头趁“缺芯”潮之际上市</b></p>\n<p>资料显示，格芯总部位于美国，是从AMD公司分拆出来的芯片代工厂商，由阿联酋的阿布扎比主权财富基金穆巴达拉投资公司所有。在IPO之后，穆巴达拉将控制该公司超过89%的股份。</p>\n<p>格芯主要为苹果和亚马逊等大型科技公司代工制造半导体芯片。按收入计算，格芯是全球第三大芯片代工企业，仅次于台积电和三星电子。</p>\n<p>不过和台积电、三星不同的是，格芯放弃了追求高端芯片生产能力，而主要服务于相对中低端的芯片市场，而后者对汽车制造商等行业更为重要。</p>\n<p>在新冠疫情期间，由于电子产品需求激增和供应不足造成芯片短缺，尤其是汽车制造行业，芯片和零部件严重短缺导致不少车企停工减产。在这一背景下，使得格芯作为芯片代工巨头的价值尤为凸显。</p>\n<p>文件显示，今年上半年，格芯营收约30亿美元，净亏损3.01亿美元；上年同期营收27亿美元，净亏损5.34亿美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f5e8aba7de194dc92d26747c1cfec057","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142604735","content_text":"10月28日，芯片制造商格芯今日登陆纳斯达克，首挂平开，现跌1%股价破发，其首次公开发行（IPO）股票价格为每股47美元，处于目标区间高端，将筹集约26亿美元。此项IPO给予格芯的市值达到约260亿美元，成为美国今年规模最大的IPO之一。\n\n芯片代工巨头趁“缺芯”潮之际上市\n资料显示，格芯总部位于美国，是从AMD公司分拆出来的芯片代工厂商，由阿联酋的阿布扎比主权财富基金穆巴达拉投资公司所有。在IPO之后，穆巴达拉将控制该公司超过89%的股份。\n格芯主要为苹果和亚马逊等大型科技公司代工制造半导体芯片。按收入计算，格芯是全球第三大芯片代工企业，仅次于台积电和三星电子。\n不过和台积电、三星不同的是，格芯放弃了追求高端芯片生产能力，而主要服务于相对中低端的芯片市场，而后者对汽车制造商等行业更为重要。\n在新冠疫情期间，由于电子产品需求激增和供应不足造成芯片短缺，尤其是汽车制造行业，芯片和零部件严重短缺导致不少车企停工减产。在这一背景下，使得格芯作为芯片代工巨头的价值尤为凸显。\n文件显示，今年上半年，格芯营收约30亿美元，净亏损3.01亿美元；上年同期营收27亿美元，净亏损5.34亿美元。","news_type":1,"symbols_score_info":{"GFS":0.9}},"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853506761,"gmtCreate":1634821904600,"gmtModify":1634821904751,"author":{"id":"4095601774578290","authorId":"4095601774578290","name":"JuJulo","avatar":"https://static.tigerbbs.com/bb473b3f2f568a71516662aa5b0c8320","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095601774578290","idStr":"4095601774578290"},"themes":[],"htmlText":"Pfizer will continue to raise.&nbsp;","listText":"Pfizer will continue to raise.&nbsp;","text":"Pfizer will continue to raise.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853506761","repostId":"2177646383","repostType":2,"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859082140,"gmtCreate":1634639285612,"gmtModify":1634639285722,"author":{"id":"4095601774578290","authorId":"4095601774578290","name":"JuJulo","avatar":"https://static.tigerbbs.com/bb473b3f2f568a71516662aa5b0c8320","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095601774578290","idStr":"4095601774578290"},"themes":[],"htmlText":"Hope Intel will have a good financial report.&nbsp;","listText":"Hope Intel will have a good financial report.&nbsp;","text":"Hope Intel will have a good financial report.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859082140","repostId":"2176208120","repostType":2,"isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822710380,"gmtCreate":1634170788626,"gmtModify":1634170788720,"author":{"id":"4095601774578290","authorId":"4095601774578290","name":"JuJulo","avatar":"https://static.tigerbbs.com/bb473b3f2f568a71516662aa5b0c8320","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095601774578290","idStr":"4095601774578290"},"themes":[],"htmlText":"I feel the market will still go up and down in October. I hope Nov will be stable.&nbsp;","listText":"I feel the market will still go up and down in October. I hope Nov will be stable.&nbsp;","text":"I feel the market will still go up and down in October. I hope Nov will be stable.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/822710380","repostId":"2175164325","repostType":4,"repost":{"id":"2175164325","kind":"highlight","pubTimestamp":1634160804,"share":"https://www.laohu8.com/m/news/2175164325?lang=&edition=full","pubTime":"2021-10-14 05:33","market":"sh","language":"zh","title":"外媒头条：美国9月CPI涨幅超过预期 ！凸显通胀压力","url":"https://stock-news.laohu8.com/highlight/detail?id=2175164325","media":"新浪美股","summary":"　　9月份美国消费物价涨幅超过预期，恢复了之前加速上升态势，凸显出经济所面临的持续通胀压力。　　根据美国劳工部周三公布的数据，9月份消费者价格指数较8月份上升0.4%。不含波动性较大的食品和能源，核心通胀环比上涨0.2%。　　接受调查的经济学家的预测中值是，9月份整体CPI环比上升0.3%，核心CPI上升0.2%。许多生产商将部分上升的成本转嫁给消费者，导致了比许多经济学家先前预期更持久的通胀，这其中也包括美联储经济学家。","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p>\n<blockquote>\n <b>1、美国9月份消费物价涨幅超过预期 凸显经济面临持续的通胀压力</b>\n</blockquote>\n<blockquote>\n <b>2、美联储会议纪要：缩减购债可能在11月中旬开始 明年中结束</b>\n</blockquote>\n<blockquote>\n <b>3、分析师称<a href=\"https://laohu8.com/S/AAPL\">苹果</a>下调产量目标可能导致半导体板块周期更晚结束</b>\n</blockquote>\n<blockquote>\n <b>4、前债王格罗斯称美债熊市“不会是灾难” 预计10年期收益率升至2%</b>\n</blockquote>\n<blockquote>\n <b>5、蓝色起源成功完成第二次载人太空飞行 将四名乘客送入太空</b>\n</blockquote>\n<blockquote>\n <b>6、达利欧：工作场所永远不会回到疫情前的状态</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/ddfd8f2588ece85ae6adecaeb982aef3\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国9月份消费物价涨幅超过预期 凸显经济面临持续的通胀压力</b></p>\n<p>9月份美国消费物价涨幅超过预期，恢复了之前加速上升态势，凸显出经济所面临的持续通胀压力。</p>\n<p>根据美国劳工部周三公布的数据，9月份消费者价格指数较8月份上升0.4%。同比涨幅达到5.4%，是2008年以来最大同比涨幅。不含波动性较大的食品和能源，核心通胀环比上涨0.2%。</p>\n<p>接受调查的经济学家的预测中值是，9月份整体CPI环比上升0.3%，核心CPI上升0.2%。</p>\n<p>前所未有的航运挑战、原材料短缺、大宗商品价格居高不下和薪资上涨等因素共同导致生产者成本急剧上升。许多生产商将部分上升的成本转嫁给消费者，导致了比许多经济学家先前预期更持久的通胀，这其中也包括美联储经济学家。</p>\n<p>9月份通胀加快反映了食品和住房成本的上升。与此同时，二手轿车和卡车、服装和机票价格的指标降温。</p>\n<p><img src=\"https://static.tigerbbs.com/63a71c205cd5cd853db3a9bd508c3d62\" tg-width=\"500\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美联储会议纪要：缩减购债可能在11月中旬开始 明年中结束</b></p>\n<p>美联储周三公布了9月21-22日联邦公开市场委员会（FOMC）货币政策会议的纪要文件。会议纪要显示，与会者们认为，美联储已接近实现其经济目标，很快可以通过降低每月资产购买的步伐来开始政策正常化。渐进式的缩减购债计划可能在11月中旬或12月中旬开始，到2022年年中可能会结束。</p>\n<p>会议纪要指出，“与会者普遍认为，如果经济复苏基本保持在正常轨道上，那么在明年年中左右结束渐进式的缩减过程可能是合适的。与会者指出，如果在下次会议上决定开始减少债券购买量，则可以从11月中旬或12月中旬开始逐步减少月度购债。”</p>\n<p>一些与会者认为，债券购买会增加金融风险，提前通知公众可能会降低市场对资产购买放缓作出不利反应的风险。</p>\n<p>官员们还讨论了减码的具体路径：“减少每月的资产购买规模，其中对美国国债的购买减少100亿美元，对抵押贷款支持证券的购买规模减少50亿美元”。</p>\n<p><img src=\"https://static.tigerbbs.com/bdc55f8753a7552c57c9c11e66a7fb52\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p>\n<p><b>分析师称苹果下调产量目标可能导致半导体板块周期更晚结束</b></p>\n<p>在报道苹果可能因芯片短缺而下调苹果iPhone 13预期产量目标后，半导体分析师称，对该板块周期达到顶峰的担忧可能会缓解，并称苹果采购芯片面临困难，彰显了全行业的供应困境。</p>\n<p>瑞信表示，“苹果买不到足够多半导体，这个事实很能说明问题，”凸显了供应短缺的程度，“或许可以让人放心的是，尽管整个供应链明显在补充库存，但半导体周期不会有突然结束的风险”。</p>\n<p>Truist Securities则称，出现更多短缺消息“毫不让人意外，也证实了我们‘峰值延长’的周期观点”。</p>\n<p><a href=\"https://laohu8.com/S/DB\">德意志银行</a>认为，“半导体市场仍处于炼狱阶段，在这个阶段，预期可能继续上升，但对行为触顶的担忧会压抑估值”。</p>\n<p><img src=\"https://static.tigerbbs.com/457a720fe237fe193a0fabd298bfa5a1\" tg-width=\"550\" tg-height=\"275\" referrerpolicy=\"no-referrer\"></p>\n<p><b>前债王格罗斯称美债熊市“不会是灾难” 预计10年期收益率升至2%</b></p>\n<p>将债券比作“垃圾”的比尔·格罗斯表示，美国国债熊市“不会是灾难”。</p>\n<p>在他最新的投资展望报告中，这位77岁的昔日债王先是大大抱怨了一通他最近缠上的官司，然后话题转到给散户投资者的交易建议上。他重申10年期美国国债收益率未来12个月可能会从目前的1.6%左右升至2%，并称考虑到经济不确定性，即使债券可能产生损失，仍可在投资组合中发挥作用。</p>\n<p>“市场或许已经看到了利率的长期底部，但预期可能出现堪比前30年牛市的30年熊市就过分了，”在1970年代联合创建了<a href=\"https://laohu8.com/S/601099\">太平洋</a>投资管理公司（PIMCO）的格罗斯写道。“债券‘美酒鲜花’的日子可能已成过去，”但“在投资者等待与美国预算相关的不确定性尘埃落地以及北半球冬季临近能源价格飙升之际，它们可能会表现得不错。”</p>\n<p>格罗斯表示他继续做空“网红股”，包括GameStop Corp．和AMC Entertainment Inc．等，“但同时也警惕火山偶尔的爆发。”</p>\n<p><img src=\"https://static.tigerbbs.com/abe59a2f09afefa32a7534c3f06ee069\" tg-width=\"550\" tg-height=\"432\" referrerpolicy=\"no-referrer\"></p>\n<p><b>蓝色起源成功完成第二次载人太空飞行 将四名乘客送入太空</b></p>\n<p>据报道，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>创始人杰夫·贝索斯（Jeff Bezos）旗下太空探索技术公司“蓝色起源”（Blue Origin）刚刚成功地完成了第二次载人太空飞行任务，将四名成员送入太空。</p>\n<p>北京时间今晚22点50分，“新谢泼德号”火箭从蓝色起源Launch Site One发射场成功发射，将四名成员送入太空。整个过程持续了大约10分钟，发射7分钟后，火箭推进器顺利返航。10分钟后，太空舱也带着四名乘客成功着陆。</p>\n<p>这也是蓝色起源完成的第二次载人太空飞行任务，第一次是今年7月20日，当时将贝索斯、贝索斯的弟弟马克·贝索斯（Mark Bezos）、82岁的沃利·芬克（Wally Funk）和18岁的高中毕业生奥利弗·达门（Oliver Damen）送入太空。</p>\n<p>值得一提的是，在此次四名乘客中，《星际迷航》“初代柯克舰长”扮演者William Shatner今年已90岁高龄，成为迄今为止被送入太空的年龄最大的人。</p>\n<p><img src=\"https://static.tigerbbs.com/6ce4185aec514f96dd4adb21052b3efd\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p><b>达利欧：工作场所永远不会回到疫情前的状态</b></p>\n<p>全球最大对冲基金桥水（Bridgewater Associates）创始人瑞-达利欧（Ray Dalio）认为，随着灵活性和科技成为<a href=\"https://laohu8.com/S/600628\">新世界</a>的主要驱动力，工作场所永远不会恢复到新冠疫情前的状态。</p>\n<p>“工作场所的未来可能有两个特点——定制和科技。我们得到了一次可以重新思考我们正在做的事情的机会，”达利欧周三表示。“我不认为我们会回到以前的世界。”</p>\n<p>“这将是完全不同的工作——什么是就业？科技将如何取代人？这将如何处理？将如何处理贫富差距……未来五年将会发生很多很多的变化，”达利欧补充道。</p>\n<p>达利欧表示，他的公司正在有意考虑面对面工作，并给予员工远程工作的自由。达利欧说，灵活的工作安排是当今就业市场中雇主的一个重要竞争优势。</p>","source":"highlight_sina","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>外媒头条：美国9月CPI涨幅超过预期 ！凸显通胀压力</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n外媒头条：美国9月CPI涨幅超过预期 ！凸显通胀压力\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-14 05:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-10-14/doc-iktzscyx9530914.shtml><strong>新浪美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、美国9月份消费物价涨幅超过预期 凸显经济面临持续的通胀压力\n\n\n2、美联储会议纪要：缩减购债可能在11月中旬开始 明年中结束\n\n\n3、分析师称苹果下调产量目标可能导致半导体板块周期更晚结束\n\n\n4、前债王格罗斯称美债熊市“不会是灾难” 预计10年期收益率升至2%\n\n\n5、蓝色起源成功完成第二次载人太空飞行 将四名乘客送入太空\n\n\n6、达利欧：...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-10-14/doc-iktzscyx9530914.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/df74a3173019df9d7cecb61fc0d78eea","relate_stocks":{"161125":"标普500","513500":"标普500ETF","IEI":"iShares Barclays 3-7 Year Trea","UPRO":"三倍做多标普500ETF","SH":"标普500反向ETF","GOVT":"iShares安硕核心美国国债ETF","DXD":"道指两倍做空ETF","OEX":"标普100","DDM":"道指两倍做多ETF","QID":"纳指两倍做空ETF","AAPL":"苹果","DJX":"1/100道琼斯","UDOW":"道指三倍做多ETF-ProShares","TQQQ":"纳指三倍做多ETF","SHY":"债券指数ETF-iShares Barclays 1-3年国债","PSQ":"纳指反向ETF","SQQQ":"纳指三倍做空ETF","QQQ":"纳指100ETF","IVV":"标普500指数ETF","SDOW":"道指三倍做空ETF-ProShares","DOG":"道指反向ETF","IEF":"债券指数ETF-iShares Barclays 7-10年",".SPX":"S&P 500 Index","TLT":"20+年以上美国国债ETF-iShares","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","QLD":"纳指两倍做多ETF","SDS":"两倍做空标普500ETF","SSO":"两倍做多标普500ETF"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-10-14/doc-iktzscyx9530914.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2175164325","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、美国9月份消费物价涨幅超过预期 凸显经济面临持续的通胀压力\n\n\n2、美联储会议纪要：缩减购债可能在11月中旬开始 明年中结束\n\n\n3、分析师称苹果下调产量目标可能导致半导体板块周期更晚结束\n\n\n4、前债王格罗斯称美债熊市“不会是灾难” 预计10年期收益率升至2%\n\n\n5、蓝色起源成功完成第二次载人太空飞行 将四名乘客送入太空\n\n\n6、达利欧：工作场所永远不会回到疫情前的状态\n\n\n美国9月份消费物价涨幅超过预期 凸显经济面临持续的通胀压力\n9月份美国消费物价涨幅超过预期，恢复了之前加速上升态势，凸显出经济所面临的持续通胀压力。\n根据美国劳工部周三公布的数据，9月份消费者价格指数较8月份上升0.4%。同比涨幅达到5.4%，是2008年以来最大同比涨幅。不含波动性较大的食品和能源，核心通胀环比上涨0.2%。\n接受调查的经济学家的预测中值是，9月份整体CPI环比上升0.3%，核心CPI上升0.2%。\n前所未有的航运挑战、原材料短缺、大宗商品价格居高不下和薪资上涨等因素共同导致生产者成本急剧上升。许多生产商将部分上升的成本转嫁给消费者，导致了比许多经济学家先前预期更持久的通胀，这其中也包括美联储经济学家。\n9月份通胀加快反映了食品和住房成本的上升。与此同时，二手轿车和卡车、服装和机票价格的指标降温。\n\n美联储会议纪要：缩减购债可能在11月中旬开始 明年中结束\n美联储周三公布了9月21-22日联邦公开市场委员会（FOMC）货币政策会议的纪要文件。会议纪要显示，与会者们认为，美联储已接近实现其经济目标，很快可以通过降低每月资产购买的步伐来开始政策正常化。渐进式的缩减购债计划可能在11月中旬或12月中旬开始，到2022年年中可能会结束。\n会议纪要指出，“与会者普遍认为，如果经济复苏基本保持在正常轨道上，那么在明年年中左右结束渐进式的缩减过程可能是合适的。与会者指出，如果在下次会议上决定开始减少债券购买量，则可以从11月中旬或12月中旬开始逐步减少月度购债。”\n一些与会者认为，债券购买会增加金融风险，提前通知公众可能会降低市场对资产购买放缓作出不利反应的风险。\n官员们还讨论了减码的具体路径：“减少每月的资产购买规模，其中对美国国债的购买减少100亿美元，对抵押贷款支持证券的购买规模减少50亿美元”。\n\n分析师称苹果下调产量目标可能导致半导体板块周期更晚结束\n在报道苹果可能因芯片短缺而下调苹果iPhone 13预期产量目标后，半导体分析师称，对该板块周期达到顶峰的担忧可能会缓解，并称苹果采购芯片面临困难，彰显了全行业的供应困境。\n瑞信表示，“苹果买不到足够多半导体，这个事实很能说明问题，”凸显了供应短缺的程度，“或许可以让人放心的是，尽管整个供应链明显在补充库存，但半导体周期不会有突然结束的风险”。\nTruist Securities则称，出现更多短缺消息“毫不让人意外，也证实了我们‘峰值延长’的周期观点”。\n德意志银行认为，“半导体市场仍处于炼狱阶段，在这个阶段，预期可能继续上升，但对行为触顶的担忧会压抑估值”。\n\n前债王格罗斯称美债熊市“不会是灾难” 预计10年期收益率升至2%\n将债券比作“垃圾”的比尔·格罗斯表示，美国国债熊市“不会是灾难”。\n在他最新的投资展望报告中，这位77岁的昔日债王先是大大抱怨了一通他最近缠上的官司，然后话题转到给散户投资者的交易建议上。他重申10年期美国国债收益率未来12个月可能会从目前的1.6%左右升至2%，并称考虑到经济不确定性，即使债券可能产生损失，仍可在投资组合中发挥作用。\n“市场或许已经看到了利率的长期底部，但预期可能出现堪比前30年牛市的30年熊市就过分了，”在1970年代联合创建了太平洋投资管理公司（PIMCO）的格罗斯写道。“债券‘美酒鲜花’的日子可能已成过去，”但“在投资者等待与美国预算相关的不确定性尘埃落地以及北半球冬季临近能源价格飙升之际，它们可能会表现得不错。”\n格罗斯表示他继续做空“网红股”，包括GameStop Corp．和AMC Entertainment Inc．等，“但同时也警惕火山偶尔的爆发。”\n\n蓝色起源成功完成第二次载人太空飞行 将四名乘客送入太空\n据报道，亚马逊创始人杰夫·贝索斯（Jeff Bezos）旗下太空探索技术公司“蓝色起源”（Blue Origin）刚刚成功地完成了第二次载人太空飞行任务，将四名成员送入太空。\n北京时间今晚22点50分，“新谢泼德号”火箭从蓝色起源Launch Site One发射场成功发射，将四名成员送入太空。整个过程持续了大约10分钟，发射7分钟后，火箭推进器顺利返航。10分钟后，太空舱也带着四名乘客成功着陆。\n这也是蓝色起源完成的第二次载人太空飞行任务，第一次是今年7月20日，当时将贝索斯、贝索斯的弟弟马克·贝索斯（Mark Bezos）、82岁的沃利·芬克（Wally Funk）和18岁的高中毕业生奥利弗·达门（Oliver Damen）送入太空。\n值得一提的是，在此次四名乘客中，《星际迷航》“初代柯克舰长”扮演者William Shatner今年已90岁高龄，成为迄今为止被送入太空的年龄最大的人。\n\n达利欧：工作场所永远不会回到疫情前的状态\n全球最大对冲基金桥水（Bridgewater Associates）创始人瑞-达利欧（Ray Dalio）认为，随着灵活性和科技成为新世界的主要驱动力，工作场所永远不会恢复到新冠疫情前的状态。\n“工作场所的未来可能有两个特点——定制和科技。我们得到了一次可以重新思考我们正在做的事情的机会，”达利欧周三表示。“我不认为我们会回到以前的世界。”\n“这将是完全不同的工作——什么是就业？科技将如何取代人？这将如何处理？将如何处理贫富差距……未来五年将会发生很多很多的变化，”达利欧补充道。\n达利欧表示，他的公司正在有意考虑面对面工作，并给予员工远程工作的自由。达利欧说，灵活的工作安排是当今就业市场中雇主的一个重要竞争优势。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,".SPX":0.9,"AAPL":0.9,"DDM":0.9,"DJX":0.9,"DOG":0.9,"DXD":0.9,"ESmain":0.9,"MNQmain":0.9,"NQmain":0.9,"TNmain":0.9,"UBmain":0.9,"ZBmain":0.9,"ZFmain":0.9,"ZTmain":0.9,"GOVT":0.9,"IEF":0.9,"IEI":0.9,"IVV":0.9,"OEF":0.9,"OEX":0.9,"PSQ":0.9,"QID":0.9,"QLD":0.9,"QQQ":0.9,"SDOW":0.9,"SDS":0.9,"SH":0.9,"SHY":0.9,"SPXU":0.9,"SQQQ":0.9,"SSO":0.9,"TLT":0.9,"TQQQ":0.9,"UDOW":0.9,"UPRO":0.9}},"isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694381432,"gmtCreate":1641819359240,"gmtModify":1641819359327,"author":{"id":"4095601774578290","authorId":"4095601774578290","name":"JuJulo","avatar":"https://static.tigerbbs.com/bb473b3f2f568a71516662aa5b0c8320","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095601774578290","idStr":"4095601774578290"},"themes":[],"htmlText":"Nvda TSM 加油","listText":"Nvda TSM 加油","text":"Nvda TSM 加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694381432","repostId":"2202221989","repostType":2,"repost":{"id":"2202221989","kind":"news","pubTimestamp":1641792720,"share":"https://www.laohu8.com/m/news/2202221989?lang=&edition=full","pubTime":"2022-01-10 13:32","market":"us","language":"zh","title":"5nm/3nm工艺太抢手 AMD、苹果、NVIDIA等巨资预定台积电产能","url":"https://stock-news.laohu8.com/highlight/detail?id=2202221989","media":"快科技","summary":"2021年全球半导体产能紧张，现在一年了也没好转，抢占产能成为各大半导体设计公司的头等大事，第一大晶圆代工厂台积电成为香饽饽，AMD、苹果、NVIDIA等公司纷纷提前支付预订款锁定产能，今年5nm及3nm工艺是重点。NVIDIA在台积电的订单占比不多，之前主要是7nm A100大核心，不过今年的RTX 40系列据悉会转向台积电5nm。至于高通这边，这两年的主力代工也是三星5nm、4nm，不过今年下半年据说也会转向台积电的4nm工艺，推出升级版的骁龙8 Gen 1。","content":"<html><body><article><p>2021年全球半导体产能紧张，现在一年了也没好转，抢占产能成为各大半导体设计公司的头等大事，第一大晶圆代工厂<a href=\"https://laohu8.com/S/TSM\">台积电</a>成为香饽饽，<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、NVIDIA等公司纷纷提前支付预订款锁定产能，今年5nm及3nm工艺是重点。</p><p>据报道，虽然Q1季度是传统的淡季，但是台积电收到的预付款创新高了，各大半导体设计公司预付了1500亿新台币的款项，约合346亿元，而去年Q3季度的时候已付款也不过1063.29亿新台币。</p><p>在过去8个季度中，台积电的预付款金额稳步提升，每一季的增长率都超过144%，客户预付费锁定订单推动了台积电业绩不断增长，今年的营收增长率依然会高达26%。</p><p>在支付预付款的客户中，苹果、AMD、NVIDIA、<a href=\"https://laohu8.com/S/QCOM\">高通</a>等公司是重点，其中苹果现在主力产能是5nm，今年还会抢先用上台积电最新的3nm工艺，不过iPhone 14的A16芯片是赶不上了。</p><p>AMD的工艺主要集中在7nm、6nm及年底的5nm上，最近发布的锐龙6000升级6nm，年底的Zen4则要上5nm工艺。</p><p>NVIDIA在台积电的订单占比不多，之前主要是7nm A100大核心，不过今年的RTX 40系列据悉会转向台积电5nm。</p><p>至于高通这边，这两年的主力代工也是<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>5nm、4nm，不过今年下半年据说也会转向台积电的4nm工艺，推出升级版的骁龙8 Gen 1。</p></article></body></html>","source":"tencent","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>5nm/3nm工艺太抢手 AMD、苹果、NVIDIA等巨资预定台积电产能</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\">\n5nm/3nm工艺太抢手 AMD、苹果、NVIDIA等巨资预定台积电产能\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-10 13:32 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202201101332577a20ea9b&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2021年全球半导体产能紧张，现在一年了也没好转，抢占产能成为各大半导体设计公司的头等大事，第一大晶圆代工厂台积电成为香饽饽，AMD、苹果、NVIDIA等公司纷纷提前支付预订款锁定产能，今年5nm及3nm工艺是重点。据报道，虽然Q1季度是传统的淡季，但是台积电收到的预付款创新高了，各大半导体设计公司预付了1500亿新台币的款项，约合346亿元，而去年Q3季度的时候已付款也不过1063.29亿新台币...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202201101332577a20ea9b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"BK4170":"电脑硬件、储存设备及电脑周边","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","NVDA":"英伟达","AMD":"美国超微公司","AAPL":"苹果","BK4501":"段永平概念","BK4512":"苹果概念","BK4527":"明星科技股","BK4553":"喜马拉雅资本持仓","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4529":"IDC概念","BK4566":"资本集团","TSM":"台积电","BK4505":"高瓴资本持仓","BK4515":"5G概念","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","BK4507":"流媒体概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202201101332577a20ea9b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2202221989","content_text":"2021年全球半导体产能紧张，现在一年了也没好转，抢占产能成为各大半导体设计公司的头等大事，第一大晶圆代工厂台积电成为香饽饽，AMD、苹果、NVIDIA等公司纷纷提前支付预订款锁定产能，今年5nm及3nm工艺是重点。据报道，虽然Q1季度是传统的淡季，但是台积电收到的预付款创新高了，各大半导体设计公司预付了1500亿新台币的款项，约合346亿元，而去年Q3季度的时候已付款也不过1063.29亿新台币。在过去8个季度中，台积电的预付款金额稳步提升，每一季的增长率都超过144%，客户预付费锁定订单推动了台积电业绩不断增长，今年的营收增长率依然会高达26%。在支付预付款的客户中，苹果、AMD、NVIDIA、高通等公司是重点，其中苹果现在主力产能是5nm，今年还会抢先用上台积电最新的3nm工艺，不过iPhone 14的A16芯片是赶不上了。AMD的工艺主要集中在7nm、6nm及年底的5nm上，最近发布的锐龙6000升级6nm，年底的Zen4则要上5nm工艺。NVIDIA在台积电的订单占比不多，之前主要是7nm A100大核心，不过今年的RTX 40系列据悉会转向台积电5nm。至于高通这边，这两年的主力代工也是三星5nm、4nm，不过今年下半年据说也会转向台积电的4nm工艺，推出升级版的骁龙8 Gen 1。","news_type":1,"symbols_score_info":{"AAPL":1,"AMD":1,"TWmain":1,"NVDA":0.6,"TSM":0.6}},"isVote":1,"tweetType":1,"viewCount":1515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695862458,"gmtCreate":1641410804210,"gmtModify":1641419997377,"author":{"id":"4095601774578290","authorId":"4095601774578290","name":"JuJulo","avatar":"https://static.tigerbbs.com/bb473b3f2f568a71516662aa5b0c8320","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095601774578290","idStr":"4095601774578290"},"themes":[],"htmlText":"I can't see Bitcoin will do well in 2022. Very disappointed on this share.&nbsp;","listText":"I can't see Bitcoin will do well in 2022. Very disappointed on this share.&nbsp;","text":"I can't see Bitcoin will do well in 2022. Very disappointed on this share.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695862458","repostId":"2195491095","repostType":2,"isVote":1,"tweetType":1,"viewCount":2517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692214949,"gmtCreate":1640989516368,"gmtModify":1640989516503,"author":{"id":"4095601774578290","authorId":"4095601774578290","name":"JuJulo","avatar":"https://static.tigerbbs.com/bb473b3f2f568a71516662aa5b0c8320","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095601774578290","idStr":"4095601774578290"},"themes":[],"htmlText":"Hope Codx will Raise to $11.50 above.&nbsp;","listText":"Hope Codx will Raise to $11.50 above.&nbsp;","text":"Hope Codx will Raise to $11.50 above.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692214949","repostId":"2195140254","repostType":2,"isVote":1,"tweetType":1,"viewCount":3161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}