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06-05

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@小虎老师:💰35家百亿市值美股创新高：博通、奈飞、帕兰泰尔，原因及看点分析

04-11

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@菩提道次第:$地平线机器人-W(09660)$ 大和发布研报称，预计地平线机器人-W(09660)将是汽车供应链中受美国关税影响最小的企业之一。集团的禁售期将在4月24日结束，该行相信这将为投资者提供一个良好的入市时机。维持目标价6.5港元，并重申“买入”评级，将受惠高级辅助驾驶系统趋势。大和预计，客单价将成为地平线机器人2025年收入增长的主要动力，预期将在2025年交付同比增34%至390万颗晶片，并预测其晶片平均售价达391元人民币，相较于2024年的229元人民币，同比增71%。同时，该行预计从2025年开始，地平线机器人将会找到更多的方式来实现软件产能的变现。

01-02

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机遇与挑战并存！“AI妖股”超微电脑2025年能否再度逆袭？

01-02

考虑考虑看看

01-02

看看了

2024-10-28

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特斯拉面临被踢出“科技七巨头”的风险，华尔街正重新评估

2024-06-25

好

2024-04-25

竞猜赢虎币，寻找实盘收益王

查看详情：竞猜赢虎币，寻找实盘收益王快来参与竞猜赢虎币活动，寻找你心中的实盘收益王，邀请好友最多可得250枚虎币此帖仅开放于中国大陆用户

竞猜赢虎币，寻找实盘收益王

2024-04-10

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Kintara (KTRA) Stock Soars on Merger Agreement With TuHURA

2024-03-07

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抱歉，原内容已删除

2024-01-15

好

2024-01-08

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@胖虎福利:2023老虎社区企业号年度公司评选榜单发布

2023-11-09

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“七巨头”称霸美股背后：华尔街不敢入场做空！

2023-11-08

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@小虎产品经理:期权组合下单功能已上线，快来试试吧

2023-10-24

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@发發虎:【一起发财】做空特斯拉，他赚了232%！

2023-10-13

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盘前 | 一中概股暴涨56%，京东跌超4%，油价、金价拉升

2023-09-22

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@小虎周报:港股周报：重磅利好要来了？

2023-09-08

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空中出租车公司Archer Aviation年内暴涨，木头姐继续抢筹

2023-08-10

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“股神”奥尼尔：26个月内大赚20倍的投资方法

2023-08-10

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Benitec Biopharma Inc. Announces Pricing of $30 Million Underwritten Public Offering

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<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 全线收涨，有35家百亿美元市值以上的个股创出新高。贸易局势缓和：市场接收到贸易紧张局势缓和的消息，投资者对全球经济前景的信心得到提振，这降低了企业的运营成本和风险，提升了其盈利能力和市场竞争力，是此次美股反弹的重要因素之一。企业盈利预期回升：随着全球经济逐步复苏和企业运营环境改善，企业盈利预期逐渐回升。许多企业在财报中披露了积极的业绩展望和增长计划，如特斯拉披露其廉价新车型将按计划在2025年上半年开始生产，并预期无人驾驶出租车将在2026年投入大规模生产，这些积极前景为市场提供了有力支撑。科技行业发展预期良好：科技股受AI概念持续推动，英伟达等芯片股因AI算力需求增长而表现强劲，带动市场风险偏好回升。同时，市场对美联储降息预期未明显变化，流动性环境维持稳定，也支撑了股指。综上所述，2025年6月3日周二，美股三大股指全线收涨，科技板块领涨，主要受益于贸易局势缓和、企业盈利预期回升、科技行业发展预期良好、市场情绪好转等因素的综合影响。根据TradingView的数据，周二有35只市值超过100亿美元的股票价格创下历史新高。以下是按市值排名的、分析师给出“买入”评级的前10只股票：<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> <a href=\"https://laohu8.com/S/PM\">$菲利普莫里斯(PM)$</a>","listText":"截至周二市场收盘，美股在贸易局势缓和与企业盈利预期回升的推动下强劲上涨，三大指数 <a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 全线收涨，有35家百亿美元市值以上的个股创出新高。贸易局势缓和：市场接收到贸易紧张局势缓和的消息，投资者对全球经济前景的信心得到提振，这降低了企业的运营成本和风险，提升了其盈利能力和市场竞争力，是此次美股反弹的重要因素之一。企业盈利预期回升：随着全球经济逐步复苏和企业运营环境改善，企业盈利预期逐渐回升。许多企业在财报中披露了积极的业绩展望和增长计划，如特斯拉披露其廉价新车型将按计划在2025年上半年开始生产，并预期无人驾驶出租车将在2026年投入大规模生产，这些积极前景为市场提供了有力支撑。科技行业发展预期良好：科技股受AI概念持续推动，英伟达等芯片股因AI算力需求增长而表现强劲，带动市场风险偏好回升。同时，市场对美联储降息预期未明显变化，流动性环境维持稳定，也支撑了股指。综上所述，2025年6月3日周二，美股三大股指全线收涨，科技板块领涨，主要受益于贸易局势缓和、企业盈利预期回升、科技行业发展预期良好、市场情绪好转等因素的综合影响。根据TradingView的数据，周二有35只市值超过100亿美元的股票价格创下历史新高。以下是按市值排名的、分析师给出“买入”评级的前10只股票：<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> <a href=\"https://laohu8.com/S/PM\">$菲利普莫里斯(PM)$</a>","text":"截至周二市场收盘，美股在贸易局势缓和与企业盈利预期回升的推动下强劲上涨，三大指数 $标普500ETF(SPY)$ $纳斯达克(.IXIC)$ $道琼斯(.DJI)$ 全线收涨，有35家百亿美元市值以上的个股创出新高。贸易局势缓和：市场接收到贸易紧张局势缓和的消息，投资者对全球经济前景的信心得到提振，这降低了企业的运营成本和风险，提升了其盈利能力和市场竞争力，是此次美股反弹的重要因素之一。企业盈利预期回升：随着全球经济逐步复苏和企业运营环境改善，企业盈利预期逐渐回升。许多企业在财报中披露了积极的业绩展望和增长计划，如特斯拉披露其廉价新车型将按计划在2025年上半年开始生产，并预期无人驾驶出租车将在2026年投入大规模生产，这些积极前景为市场提供了有力支撑。科技行业发展预期良好：科技股受AI概念持续推动，英伟达等芯片股因AI算力需求增长而表现强劲，带动市场风险偏好回升。同时，市场对美联储降息预期未明显变化，流动性环境维持稳定，也支撑了股指。综上所述，2025年6月3日周二，美股三大股指全线收涨，科技板块领涨，主要受益于贸易局势缓和、企业盈利预期回升、科技行业发展预期良好、市场情绪好转等因素的综合影响。根据TradingView的数据，周二有35只市值超过100亿美元的股票价格创下历史新高。以下是按市值排名的、分析师给出“买入”评级的前10只股票：$奈飞(NFLX)$ $菲利普莫里斯(PM)$","images":[{"img":"https://static.tigerbbs.com/4cb308d4934ea1748afac1e1a6c25b05","width":"1500","height":"1700"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442403449876528","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":423144481280176,"gmtCreate":1744334229390,"gmtModify":1744334231790,"author":{"id":"4095630847582090","authorId":"4095630847582090","name":"Fanlization","avatar":"https://static.tigerbbs.com/4ff33c5fed6426a68a814ef72a46d188","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095630847582090","authorIdStr":"4095630847582090"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/423144481280176","repostId":"422749228106240","repostType":1,"repost":{"id":422749228106240,"gmtCreate":1744250361826,"gmtModify":1744251511852,"author":{"id":"4132744432072090","authorId":"4132744432072090","name":"菩提道次第","avatar":"https://static.tigerbbs.com/479f938449f73f1908541169e28f4367","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4132744432072090","authorIdStr":"4132744432072090"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 大和发布研报称，预计地平线机器人-W(09660)将是汽车供应链中受美国关税影响最小的企业之一。集团的禁售期将在4月24日结束，该行相信这将为投资者提供一个良好的入市时机。维持目标价6.5港元，并重申“买入”评级，将受惠高级辅助驾驶系统趋势。 大和预计，客单价将成为地平线机器人2025年收入增长的主要动力，预期将在2025年交付同比增34%至390万颗晶片，并预测其晶片平均售价达391元人民币，相较于2024年的229元人民币，同比增71%。同时，该行预计从2025年开始，地平线机器人将会找到更多的方式来实现软件产能的变现。","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 大和发布研报称，预计地平线机器人-W(09660)将是汽车供应链中受美国关税影响最小的企业之一。集团的禁售期将在4月24日结束，该行相信这将为投资者提供一个良好的入市时机。维持目标价6.5港元，并重申“买入”评级，将受惠高级辅助驾驶系统趋势。 大和预计，客单价将成为地平线机器人2025年收入增长的主要动力，预期将在2025年交付同比增34%至390万颗晶片，并预测其晶片平均售价达391元人民币，相较于2024年的229元人民币，同比增71%。同时，该行预计从2025年开始，地平线机器人将会找到更多的方式来实现软件产能的变现。","text":"$地平线机器人-W(09660)$ 大和发布研报称，预计地平线机器人-W(09660)将是汽车供应链中受美国关税影响最小的企业之一。集团的禁售期将在4月24日结束，该行相信这将为投资者提供一个良好的入市时机。维持目标价6.5港元，并重申“买入”评级，将受惠高级辅助驾驶系统趋势。 大和预计，客单价将成为地平线机器人2025年收入增长的主要动力，预期将在2025年交付同比增34%至390万颗晶片，并预测其晶片平均售价达391元人民币，相较于2024年的229元人民币，同比增71%。同时，该行预计从2025年开始，地平线机器人将会找到更多的方式来实现软件产能的变现。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422749228106240","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388250568835344,"gmtCreate":1735817662642,"gmtModify":1735817664487,"author":{"id":"4095630847582090","authorId":"4095630847582090","name":"Fanlization","avatar":"https://static.tigerbbs.com/4ff33c5fed6426a68a814ef72a46d188","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095630847582090","authorIdStr":"4095630847582090"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388250568835344","repostId":"1125624041","repostType":2,"repost":{"id":"1125624041","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":1735803600,"share":"https://ttm.financial/m/news/1125624041?lang=&edition=full","pubTime":"2025-01-02 15:40","market":"us","language":"zh","title":"机遇与挑战并存！“AI妖股”超微电脑2025年能否再度逆袭？","url":"https://stock-news.laohu8.com/highlight/detail?id=1125624041","media":"老虎资讯综合","summary":"截至2024年12月27日，超微电脑的股价今年仍上涨了12.5%。在我看来，如果超微电脑避免负面新闻并设法在2025年2月底之前完全恢复纳斯达克报告合规性，则可以达到这个价格范围。如果超微电脑能够通过提交2024财年和2025年第一季度的BDO审计财务报表来解决这一不确定性，我认为超微电脑的估值将大幅提升。如果超微电脑能在2025财年积极提高核心业务的毛利率，并确保继续在纳斯达克上市，我相信该公司很有可能在2025年实现估值上行。","content":"<html><head></head><body><ul style=\"\"><li><p>超微电脑的股价已回吐了2024年初的大部分涨幅，但在该公司成功向纳斯达克提交合规计划后，市场人气有所改善；</p></li><li><p>在人工智能应用和数据中心资本支出的推动下，这家人工智能硬件公司在液冷服务器机架市场面临强劲的增长前景；</p></li><li><p>由于财务报告延迟和潜在的退市，风险仍然存在，但如果问题得到解决，适中的市盈率将提供重新估值的机会；</p></li><li><p>尽管超微电脑最近被移除在纳斯达克100指数之外，但2025财年毛利率的提高可能会显著提高其估值。</p></li></ul><p>回顾2024年痛苦的一年，超微电脑的股价先是迅速上涨，但在公司遇到美国证券交易委员会的备案问题后，股价一落千丈。截至2024年12月27日，超微电脑的股价今年仍上涨了12.5%。然而，随着该公司向纳斯达克提交了合规计划并获得了提交财务报表的延期，围绕超微电脑的负面情绪最近有所缓和。我认为风险状况最近有所改善，超微电脑似乎仍将参与半导体行业的整体增长。出于这些原因，我持谨慎乐观的态度，并将我的评级改为买入。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3da7607eaa8e976281160849d7161c22\" title=\"\" tg-width=\"635\" tg-height=\"424\"/></p><h2 id=\"id_1713353845\">先前评级</h2><p>在一系列负面新闻打击这家人工智能硬件公司后，我在11月的上一篇著作《风险矩阵已改变》中下调了超微电脑的股票评级。最近，超微电脑面临退市风险，因为管理层未能按时向美国证券交易委员会提交年度报告（该报告应于8月底提交）。</p><p>然而，超微电脑于11月向美国证券交易委员会提交了继续上市的提案，这为这家硬件公司解决了报告问题赢得了关键时间。超微电脑还聘请了一位新审计师来清理其会计工作，现在我更加有信心超微电脑将继续在纳斯达克上市，因为纳斯达克交易所批准超微电脑延长至2025年2月提交财务报告。此外，人工智能GPU市场的良好趋势表明超微电脑将继续受益于数据中心部门强劲的资本支出。</p><h2 id=\"id_3261933694\">投资者的负面情绪已经消散</h2><p>自从我上次报道超微电脑以来，该公司股价一路飙升，主要是因为该公司宣布聘请了新的审计公司BDO，并向美国证券交易委员会提交了合规计划，其中列出了这家人工智能硬件公司继续在纳斯达克证券交易所上市的步骤。根据超微电脑于2024年12月6日发布的新闻稿，提交合规计划为超微电脑争取到了时间，直到2025年2月25日，因为该公司获得了纳斯达克上市规则的豁免，该规则要求及时报告财务情况。</p><p>随着短期退市担忧的消除以及超微电脑聘请新的审计师，我相信从情绪角度来看前景已经大大改善。</p><p>此外，超微电脑的核心市场——数据中心液冷服务器机架——继续面临诱人的增长前景。专注于转向液冷机架是超微电脑过去两年的增长与行业增长率脱钩的主要原因，数据中心市场这一特定领域的前景也非常有利。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9fbf81fd3ecb125cb61ab81558200411\" title=\"\" tg-width=\"640\" tg-height=\"367\"/></p><p>根据专注于数据中心基础设施的市场研究公司Dell&#39;Oro Research的预测，数据中心市场对液体冷却方案的需求将长期增长。冷却解决方案需求激增的关键驱动因素是人工智能应用的普及，这需要数据中心升级其 IT 基础设施。人工智能产品在高性能计算领域迅速普及，而这并非巧合的是，高性能计算领域是超微电脑最大的市场之一。预计2020财年至2027财年期间年均增长率为60%，超微电脑的核心业务确实面临着极具吸引力的长期增长顺风。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff5ac43738dea70c1424b6f102e92b3c\" title=\"\" tg-width=\"640\" tg-height=\"487\"/></p><p style=\"text-align: left;\">我认为，超微电脑面临的最大挑战不是收入增长，而是毛利润前景。毛利润前景在2024财年受到影响，这增加了不确定性，尤其是在 超微电脑推迟发布10-K报告的情况下。超微电脑在过去两年中成功实现了营收快速增长，但毛利率却未能取得重大进展。</p><p style=\"text-align: left;\">在最近的一个季度，即9月份，超微电脑的毛利率（GAAP和非GAAP）为13.3%，远低于英伟达或AMD等AI领军企业的利润率。英伟达在这方面处于明显领先地位，毛利率约为75%，而AMD的毛利率为50%，但其数据中心业务出现了一些令人鼓舞的势头：AMD的估值毫无意义。</p><p style=\"text-align: left;\">虽然超微电脑的毛利率走势有些令人失望，但 超微电脑在收入增长方面却击败了英伟达：该公司的综合营收增长了143%，而英伟达的营收增长了94%。尽管超微电脑在营收增长方面的表现优于英伟达，但英伟达是AI GPU市场的领导者，而且该公司拥有大量催化剂，可能使2025年成为这家半导体公司的突破之年。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/13baf2919c855cd7639b680433baee47\" title=\"\" tg-width=\"635\" tg-height=\"639\"/></p><p>超微电脑的需求驱动因素完好无损，而且随着未来几年市场将继续增长，我相信超微电脑的财务状况将继续良好，尤其是在液冷服务器机架市场。鉴于最近的备案问题，没有迹象表明超微电脑已经失去客户，因此我认为该公司不会因其会计问题而面临任何重大运营后果。</p><h2 id=\"id_3214156703\" style=\"text-align: left;\">最近的指数排除并未损害超微电脑</h2><p style=\"text-align: left;\">Palantir Technologies取代超微电脑成为以科技为导向的纳斯达克100指数成分股，但对这家AI硬件公司的估值并未产生持久影响。该公司于2024年7月被纳入纳斯达克100指数后，超微电脑被剔除。</p><h2 id=\"id_3568454795\" style=\"text-align: left;\">估值</h2><p style=\"text-align: left;\">自从我上一篇文章发表以来，超微电脑的估值有所上升，股价略有上涨，但涨幅并不大。超微电脑目前的市盈率为8.7倍（基于2025财年收益），而5年平均市盈率为9.2倍。快速增长的专注于AI的半导体公司（如英伟达和AMD）的预期市盈率为30.9倍和24.5倍。即使是增长速度远不及英伟达的台积电，其市盈率为22.6倍。</p><p style=\"text-align: left;\">在我上次研究超微电脑时，我根据9-10倍的预期市盈率计算出36-40美元的公允价值。但是，如果超微电向美国证券交易委员会提交其未结财务报表（同时避免对过去披露的任何形式的重述），审计师BDO继续留任，并且液冷服务器市场的运营基本面保持不变，我不明白超微电脑的股价为什么不能重新估值到11-12倍的更高市盈率……此时超微电脑仍将比行业集团中的任何其他半导体公司便宜得多。11-12倍的公允价值市盈率范围意味着每股41-44美元的公允价值。在我看来，如果超微电脑避免负面新闻并设法在2025年2月底之前完全恢复纳斯达克报告合规性，则可以达到这个价格范围。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e2a29a7caabe8418a3cbe01722088c5d\" title=\"\" tg-width=\"635\" tg-height=\"593\"/></p><h2 id=\"id_109637942\" style=\"text-align: left;\">风险</h2><p style=\"text-align: left;\">与市场上其他半导体公司（例如英伟达或AMD，甚至台积电）相比，超微电脑的风险显然更高，因为对该公司财务可靠性的不确定性仍在造成投资不确定性。如果超微电脑能够通过提交2024财年和2025年第一季度的BDO审计财务报表来解决这一不确定性，我认为超微电脑的估值将大幅提升。然而，风险仍然存在，而且这些风险是重大的：如果超微电脑未能提交经过适当审计的财务报表，或失去其目前的审计师BDO，其股票可能会被摘牌，在这种情况下，投资者应该预计估值将大幅下降。</p><h2 id=\"id_543015993\" style=\"text-align: left;\">结束语</h2><p style=\"text-align: left;\">超微电脑的数据中心相关业务正在快速发展，其核心业务（提供液冷服务器机架）正面临长期顺风。这家AI硬件公司最近也遇到了重大障碍，但让美国证券交易委员会同意将其提交财务报表的截止日期延长至2025年2月。由于超微电脑还找到了一家新的审计公司BDO，我认为风险矩阵自我上次报道以来已经大大改善。</p><p style=\"text-align: left;\">然而，风险依然存在，超微电脑最近被纳斯达克100指数剔除，这对Palantir有利，这表明需要认真对待下行风险。超微电脑的风险缓解因素是，这家服务器企业的市盈率仍然相对较低。如果超微电脑能在2025财年积极提高核心业务的毛利率，并确保继续在纳斯达克上市，我相信该公司很有可能在2025年实现估值上行。</p><p><em>本文编译自 Seeking Alpha 《Super Micro Computer: A Top Rebound Play For 2025 (Rating Upgrade)》</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>机遇与挑战并存！“AI妖股”超微电脑2025年能否再度逆袭？</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; 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class=\"title\">\n机遇与挑战并存！“AI妖股”超微电脑2025年能否再度逆袭？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-01-02 15:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>超微电脑的股价已回吐了2024年初的大部分涨幅，但在该公司成功向纳斯达克提交合规计划后，市场人气有所改善；</p></li><li><p>在人工智能应用和数据中心资本支出的推动下，这家人工智能硬件公司在液冷服务器机架市场面临强劲的增长前景；</p></li><li><p>由于财务报告延迟和潜在的退市，风险仍然存在，但如果问题得到解决，适中的市盈率将提供重新估值的机会；</p></li><li><p>尽管超微电脑最近被移除在纳斯达克100指数之外，但2025财年毛利率的提高可能会显著提高其估值。</p></li></ul><p>回顾2024年痛苦的一年，超微电脑的股价先是迅速上涨，但在公司遇到美国证券交易委员会的备案问题后，股价一落千丈。截至2024年12月27日，超微电脑的股价今年仍上涨了12.5%。然而，随着该公司向纳斯达克提交了合规计划并获得了提交财务报表的延期，围绕超微电脑的负面情绪最近有所缓和。我认为风险状况最近有所改善，超微电脑似乎仍将参与半导体行业的整体增长。出于这些原因，我持谨慎乐观的态度，并将我的评级改为买入。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3da7607eaa8e976281160849d7161c22\" title=\"\" tg-width=\"635\" tg-height=\"424\"/></p><h2 id=\"id_1713353845\">先前评级</h2><p>在一系列负面新闻打击这家人工智能硬件公司后，我在11月的上一篇著作《风险矩阵已改变》中下调了超微电脑的股票评级。最近，超微电脑面临退市风险，因为管理层未能按时向美国证券交易委员会提交年度报告（该报告应于8月底提交）。</p><p>然而，超微电脑于11月向美国证券交易委员会提交了继续上市的提案，这为这家硬件公司解决了报告问题赢得了关键时间。超微电脑还聘请了一位新审计师来清理其会计工作，现在我更加有信心超微电脑将继续在纳斯达克上市，因为纳斯达克交易所批准超微电脑延长至2025年2月提交财务报告。此外，人工智能GPU市场的良好趋势表明超微电脑将继续受益于数据中心部门强劲的资本支出。</p><h2 id=\"id_3261933694\">投资者的负面情绪已经消散</h2><p>自从我上次报道超微电脑以来，该公司股价一路飙升，主要是因为该公司宣布聘请了新的审计公司BDO，并向美国证券交易委员会提交了合规计划，其中列出了这家人工智能硬件公司继续在纳斯达克证券交易所上市的步骤。根据超微电脑于2024年12月6日发布的新闻稿，提交合规计划为超微电脑争取到了时间，直到2025年2月25日，因为该公司获得了纳斯达克上市规则的豁免，该规则要求及时报告财务情况。</p><p>随着短期退市担忧的消除以及超微电脑聘请新的审计师，我相信从情绪角度来看前景已经大大改善。</p><p>此外，超微电脑的核心市场——数据中心液冷服务器机架——继续面临诱人的增长前景。专注于转向液冷机架是超微电脑过去两年的增长与行业增长率脱钩的主要原因，数据中心市场这一特定领域的前景也非常有利。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9fbf81fd3ecb125cb61ab81558200411\" title=\"\" tg-width=\"640\" tg-height=\"367\"/></p><p>根据专注于数据中心基础设施的市场研究公司Dell&#39;Oro Research的预测，数据中心市场对液体冷却方案的需求将长期增长。冷却解决方案需求激增的关键驱动因素是人工智能应用的普及，这需要数据中心升级其 IT 基础设施。人工智能产品在高性能计算领域迅速普及，而这并非巧合的是，高性能计算领域是超微电脑最大的市场之一。预计2020财年至2027财年期间年均增长率为60%，超微电脑的核心业务确实面临着极具吸引力的长期增长顺风。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff5ac43738dea70c1424b6f102e92b3c\" title=\"\" tg-width=\"640\" tg-height=\"487\"/></p><p style=\"text-align: left;\">我认为，超微电脑面临的最大挑战不是收入增长，而是毛利润前景。毛利润前景在2024财年受到影响，这增加了不确定性，尤其是在 超微电脑推迟发布10-K报告的情况下。超微电脑在过去两年中成功实现了营收快速增长，但毛利率却未能取得重大进展。</p><p style=\"text-align: left;\">在最近的一个季度，即9月份，超微电脑的毛利率（GAAP和非GAAP）为13.3%，远低于英伟达或AMD等AI领军企业的利润率。英伟达在这方面处于明显领先地位，毛利率约为75%，而AMD的毛利率为50%，但其数据中心业务出现了一些令人鼓舞的势头：AMD的估值毫无意义。</p><p style=\"text-align: left;\">虽然超微电脑的毛利率走势有些令人失望，但 超微电脑在收入增长方面却击败了英伟达：该公司的综合营收增长了143%，而英伟达的营收增长了94%。尽管超微电脑在营收增长方面的表现优于英伟达，但英伟达是AI GPU市场的领导者，而且该公司拥有大量催化剂，可能使2025年成为这家半导体公司的突破之年。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/13baf2919c855cd7639b680433baee47\" title=\"\" tg-width=\"635\" tg-height=\"639\"/></p><p>超微电脑的需求驱动因素完好无损，而且随着未来几年市场将继续增长，我相信超微电脑的财务状况将继续良好，尤其是在液冷服务器机架市场。鉴于最近的备案问题，没有迹象表明超微电脑已经失去客户，因此我认为该公司不会因其会计问题而面临任何重大运营后果。</p><h2 id=\"id_3214156703\" style=\"text-align: left;\">最近的指数排除并未损害超微电脑</h2><p style=\"text-align: left;\">Palantir Technologies取代超微电脑成为以科技为导向的纳斯达克100指数成分股，但对这家AI硬件公司的估值并未产生持久影响。该公司于2024年7月被纳入纳斯达克100指数后，超微电脑被剔除。</p><h2 id=\"id_3568454795\" style=\"text-align: left;\">估值</h2><p style=\"text-align: left;\">自从我上一篇文章发表以来，超微电脑的估值有所上升，股价略有上涨，但涨幅并不大。超微电脑目前的市盈率为8.7倍（基于2025财年收益），而5年平均市盈率为9.2倍。快速增长的专注于AI的半导体公司（如英伟达和AMD）的预期市盈率为30.9倍和24.5倍。即使是增长速度远不及英伟达的台积电，其市盈率为22.6倍。</p><p style=\"text-align: left;\">在我上次研究超微电脑时，我根据9-10倍的预期市盈率计算出36-40美元的公允价值。但是，如果超微电向美国证券交易委员会提交其未结财务报表（同时避免对过去披露的任何形式的重述），审计师BDO继续留任，并且液冷服务器市场的运营基本面保持不变，我不明白超微电脑的股价为什么不能重新估值到11-12倍的更高市盈率……此时超微电脑仍将比行业集团中的任何其他半导体公司便宜得多。11-12倍的公允价值市盈率范围意味着每股41-44美元的公允价值。在我看来，如果超微电脑避免负面新闻并设法在2025年2月底之前完全恢复纳斯达克报告合规性，则可以达到这个价格范围。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e2a29a7caabe8418a3cbe01722088c5d\" title=\"\" tg-width=\"635\" tg-height=\"593\"/></p><h2 id=\"id_109637942\" style=\"text-align: left;\">风险</h2><p style=\"text-align: left;\">与市场上其他半导体公司（例如英伟达或AMD，甚至台积电）相比，超微电脑的风险显然更高，因为对该公司财务可靠性的不确定性仍在造成投资不确定性。如果超微电脑能够通过提交2024财年和2025年第一季度的BDO审计财务报表来解决这一不确定性，我认为超微电脑的估值将大幅提升。然而，风险仍然存在，而且这些风险是重大的：如果超微电脑未能提交经过适当审计的财务报表，或失去其目前的审计师BDO，其股票可能会被摘牌，在这种情况下，投资者应该预计估值将大幅下降。</p><h2 id=\"id_543015993\" style=\"text-align: left;\">结束语</h2><p style=\"text-align: left;\">超微电脑的数据中心相关业务正在快速发展，其核心业务（提供液冷服务器机架）正面临长期顺风。这家AI硬件公司最近也遇到了重大障碍，但让美国证券交易委员会同意将其提交财务报表的截止日期延长至2025年2月。由于超微电脑还找到了一家新的审计公司BDO，我认为风险矩阵自我上次报道以来已经大大改善。</p><p style=\"text-align: left;\">然而，风险依然存在，超微电脑最近被纳斯达克100指数剔除，这对Palantir有利，这表明需要认真对待下行风险。超微电脑的风险缓解因素是，这家服务器企业的市盈率仍然相对较低。如果超微电脑能在2025财年积极提高核心业务的毛利率，并确保继续在纳斯达克上市，我相信该公司很有可能在2025年实现估值上行。</p><p><em>本文编译自 Seeking Alpha 《Super Micro Computer: A Top Rebound Play For 2025 (Rating Upgrade)》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3790904aeba7e2cfff0c8a8d8a7d431e","relate_stocks":{"SMCI":"超微电脑"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125624041","content_text":"超微电脑的股价已回吐了2024年初的大部分涨幅，但在该公司成功向纳斯达克提交合规计划后，市场人气有所改善；在人工智能应用和数据中心资本支出的推动下，这家人工智能硬件公司在液冷服务器机架市场面临强劲的增长前景；由于财务报告延迟和潜在的退市，风险仍然存在，但如果问题得到解决，适中的市盈率将提供重新估值的机会；尽管超微电脑最近被移除在纳斯达克100指数之外，但2025财年毛利率的提高可能会显著提高其估值。回顾2024年痛苦的一年，超微电脑的股价先是迅速上涨，但在公司遇到美国证券交易委员会的备案问题后，股价一落千丈。截至2024年12月27日，超微电脑的股价今年仍上涨了12.5%。然而，随着该公司向纳斯达克提交了合规计划并获得了提交财务报表的延期，围绕超微电脑的负面情绪最近有所缓和。我认为风险状况最近有所改善，超微电脑似乎仍将参与半导体行业的整体增长。出于这些原因，我持谨慎乐观的态度，并将我的评级改为买入。先前评级在一系列负面新闻打击这家人工智能硬件公司后，我在11月的上一篇著作《风险矩阵已改变》中下调了超微电脑的股票评级。最近，超微电脑面临退市风险，因为管理层未能按时向美国证券交易委员会提交年度报告（该报告应于8月底提交）。然而，超微电脑于11月向美国证券交易委员会提交了继续上市的提案，这为这家硬件公司解决了报告问题赢得了关键时间。超微电脑还聘请了一位新审计师来清理其会计工作，现在我更加有信心超微电脑将继续在纳斯达克上市，因为纳斯达克交易所批准超微电脑延长至2025年2月提交财务报告。此外，人工智能GPU市场的良好趋势表明超微电脑将继续受益于数据中心部门强劲的资本支出。投资者的负面情绪已经消散自从我上次报道超微电脑以来，该公司股价一路飙升，主要是因为该公司宣布聘请了新的审计公司BDO，并向美国证券交易委员会提交了合规计划，其中列出了这家人工智能硬件公司继续在纳斯达克证券交易所上市的步骤。根据超微电脑于2024年12月6日发布的新闻稿，提交合规计划为超微电脑争取到了时间，直到2025年2月25日，因为该公司获得了纳斯达克上市规则的豁免，该规则要求及时报告财务情况。随着短期退市担忧的消除以及超微电脑聘请新的审计师，我相信从情绪角度来看前景已经大大改善。此外，超微电脑的核心市场——数据中心液冷服务器机架——继续面临诱人的增长前景。专注于转向液冷机架是超微电脑过去两年的增长与行业增长率脱钩的主要原因，数据中心市场这一特定领域的前景也非常有利。根据专注于数据中心基础设施的市场研究公司Dell'Oro Research的预测，数据中心市场对液体冷却方案的需求将长期增长。冷却解决方案需求激增的关键驱动因素是人工智能应用的普及，这需要数据中心升级其 IT 基础设施。人工智能产品在高性能计算领域迅速普及，而这并非巧合的是，高性能计算领域是超微电脑最大的市场之一。预计2020财年至2027财年期间年均增长率为60%，超微电脑的核心业务确实面临着极具吸引力的长期增长顺风。我认为，超微电脑面临的最大挑战不是收入增长，而是毛利润前景。毛利润前景在2024财年受到影响，这增加了不确定性，尤其是在 超微电脑推迟发布10-K报告的情况下。超微电脑在过去两年中成功实现了营收快速增长，但毛利率却未能取得重大进展。在最近的一个季度，即9月份，超微电脑的毛利率（GAAP和非GAAP）为13.3%，远低于英伟达或AMD等AI领军企业的利润率。英伟达在这方面处于明显领先地位，毛利率约为75%，而AMD的毛利率为50%，但其数据中心业务出现了一些令人鼓舞的势头：AMD的估值毫无意义。虽然超微电脑的毛利率走势有些令人失望，但 超微电脑在收入增长方面却击败了英伟达：该公司的综合营收增长了143%，而英伟达的营收增长了94%。尽管超微电脑在营收增长方面的表现优于英伟达，但英伟达是AI GPU市场的领导者，而且该公司拥有大量催化剂，可能使2025年成为这家半导体公司的突破之年。超微电脑的需求驱动因素完好无损，而且随着未来几年市场将继续增长，我相信超微电脑的财务状况将继续良好，尤其是在液冷服务器机架市场。鉴于最近的备案问题，没有迹象表明超微电脑已经失去客户，因此我认为该公司不会因其会计问题而面临任何重大运营后果。最近的指数排除并未损害超微电脑Palantir Technologies取代超微电脑成为以科技为导向的纳斯达克100指数成分股，但对这家AI硬件公司的估值并未产生持久影响。该公司于2024年7月被纳入纳斯达克100指数后，超微电脑被剔除。估值自从我上一篇文章发表以来，超微电脑的估值有所上升，股价略有上涨，但涨幅并不大。超微电脑目前的市盈率为8.7倍（基于2025财年收益），而5年平均市盈率为9.2倍。快速增长的专注于AI的半导体公司（如英伟达和AMD）的预期市盈率为30.9倍和24.5倍。即使是增长速度远不及英伟达的台积电，其市盈率为22.6倍。在我上次研究超微电脑时，我根据9-10倍的预期市盈率计算出36-40美元的公允价值。但是，如果超微电向美国证券交易委员会提交其未结财务报表（同时避免对过去披露的任何形式的重述），审计师BDO继续留任，并且液冷服务器市场的运营基本面保持不变，我不明白超微电脑的股价为什么不能重新估值到11-12倍的更高市盈率……此时超微电脑仍将比行业集团中的任何其他半导体公司便宜得多。11-12倍的公允价值市盈率范围意味着每股41-44美元的公允价值。在我看来，如果超微电脑避免负面新闻并设法在2025年2月底之前完全恢复纳斯达克报告合规性，则可以达到这个价格范围。风险与市场上其他半导体公司（例如英伟达或AMD，甚至台积电）相比，超微电脑的风险显然更高，因为对该公司财务可靠性的不确定性仍在造成投资不确定性。如果超微电脑能够通过提交2024财年和2025年第一季度的BDO审计财务报表来解决这一不确定性，我认为超微电脑的估值将大幅提升。然而，风险仍然存在，而且这些风险是重大的：如果超微电脑未能提交经过适当审计的财务报表，或失去其目前的审计师BDO，其股票可能会被摘牌，在这种情况下，投资者应该预计估值将大幅下降。结束语超微电脑的数据中心相关业务正在快速发展，其核心业务（提供液冷服务器机架）正面临长期顺风。这家AI硬件公司最近也遇到了重大障碍，但让美国证券交易委员会同意将其提交财务报表的截止日期延长至2025年2月。由于超微电脑还找到了一家新的审计公司BDO，我认为风险矩阵自我上次报道以来已经大大改善。然而，风险依然存在，超微电脑最近被纳斯达克100指数剔除，这对Palantir有利，这表明需要认真对待下行风险。超微电脑的风险缓解因素是，这家服务器企业的市盈率仍然相对较低。如果超微电脑能在2025财年积极提高核心业务的毛利率，并确保继续在纳斯达克上市，我相信该公司很有可能在2025年实现估值上行。本文编译自 Seeking Alpha 《Super Micro Computer: A Top Rebound Play For 2025 (Rating Upgrade)》","news_type":1,"symbols_score_info":{"SMCI":1.1}},"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388216752140712,"gmtCreate":1735810188508,"gmtModify":1735810300110,"author":{"id":"4095630847582090","authorId":"4095630847582090","name":"Fanlization","avatar":"https://static.tigerbbs.com/4ff33c5fed6426a68a814ef72a46d188","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095630847582090","authorIdStr":"4095630847582090"},"themes":[],"htmlText":"考虑考虑看看","listText":"考虑考虑看看","text":"考虑考虑看看","images":[{"img":"https://static.tigerbbs.com/2d4cee90271f56906c0abc0078290f73","width":"750","height":"1334"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388216752140712","isVote":1,"tweetType":1,"viewCount":1048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":388177176351128,"gmtCreate":1735810145169,"gmtModify":1735810287285,"author":{"id":"4095630847582090","authorId":"4095630847582090","name":"Fanlization","avatar":"https://static.tigerbbs.com/4ff33c5fed6426a68a814ef72a46d188","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095630847582090","authorIdStr":"4095630847582090"},"themes":[],"htmlText":"看看了","listText":"看看了","text":"看看了","images":[{"img":"https://static.tigerbbs.com/d98c64755b2f261e7aac688966856beb","width":"1281","height":"2800"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388177176351128","isVote":1,"tweetType":1,"viewCount":797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":365029225050152,"gmtCreate":1730128480494,"gmtModify":1730128482203,"author":{"id":"4095630847582090","authorId":"4095630847582090","name":"Fanlization","avatar":"https://static.tigerbbs.com/4ff33c5fed6426a68a814ef72a46d188","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095630847582090","authorIdStr":"4095630847582090"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365029225050152","repostId":"1123483354","repostType":2,"repost":{"id":"1123483354","kind":"news","pubTimestamp":1730098719,"share":"https://ttm.financial/m/news/1123483354?lang=&edition=full","pubTime":"2024-10-28 14:58","market":"us","language":"zh","title":"特斯拉面临被踢出“科技七巨头”的风险，华尔街正重新评估","url":"https://stock-news.laohu8.com/highlight/detail?id=1123483354","media":"IT之家","summary":"该股仍有落后于其他大型科技股的风险。","content":"<html><head></head><body><p>据财联社报道，特斯拉在资本市场的地位再度被重新评估，华尔街正在评估该股是否应被列入“科技七巨头”。</p><p style=\"text-align: justify\">“科技七巨头”的成员目前包括英伟达、苹果、谷歌母公司 Alphabet、亚马逊、Meta、微软和特斯拉，在很长一段时间中它们都是美国股市的主导力量。</p><p style=\"text-align: justify\">IT之家注意到，在经历此前连续 4 个季度盈利下滑后，特斯拉盈利迎来回升，第三季度营收 251.82 亿美元，同比增长 8%，由于核心业绩指标超出预期，市场也给出了信心，在财报发布后，特斯拉单日股价一度涨超 22%，创下十多年来最大单日涨幅。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/593ea4e96e19d40417c0084e8c085c85\" data-align=\"center\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: justify\">不过华尔街策略师们认为，<strong>由于基本面被过度炒作，该股仍有落后于其他大型科技股的风险</strong>。</p><p style=\"text-align: justify\">数据显示，该公司的预期市盈率接近 73 倍，远远超过“科技七巨头”的其他成员。此外，截至上周五下午，研究特斯拉的分析师中，<strong>只有超过 40% 的人将该股评为“买入”</strong>，这使得特斯拉成为了分析师们最不看好的七巨头股票。</p><p style=\"text-align: justify\">至于特斯拉的替代者，华尔街似乎认为奈飞（Netflix）是一个强有力的竞争者。自今年年初以来，该股上涨了 61.08%，仅次于英伟达和 Meta。数据显示，截至上周五，分析师们对奈飞持压倒性的乐观态度，87% 的分析师将其评级为买入，只有 3% 的分析师建议卖出。</p></body></html>","source":"ithome","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>特斯拉面临被踢出“科技七巨头”的风险，华尔街正重新评估</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉面临被踢出“科技七巨头”的风险，华尔街正重新评估\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-28 14:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.ithome.com/0/805/744.htm><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据财联社报道，特斯拉在资本市场的地位再度被重新评估，华尔街正在评估该股是否应被列入“科技七巨头”。“科技七巨头”的成员目前包括英伟达、苹果、谷歌母公司 Alphabet、亚马逊、Meta、微软和特斯拉，在很长一段时间中它们都是美国股市的主导力量。IT之家注意到，在经历此前连续 4 个季度盈利下滑后，特斯拉盈利迎来回升，第三季度营收 251.82 亿美元，同比增长 8%，由于核心业绩指标超出预期，...</p>\n\n<a href=\"https://www.ithome.com/0/805/744.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/340d3c04436bbba1df239d6d4a7e3fd2","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.ithome.com/0/805/744.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123483354","content_text":"据财联社报道，特斯拉在资本市场的地位再度被重新评估，华尔街正在评估该股是否应被列入“科技七巨头”。“科技七巨头”的成员目前包括英伟达、苹果、谷歌母公司 Alphabet、亚马逊、Meta、微软和特斯拉，在很长一段时间中它们都是美国股市的主导力量。IT之家注意到，在经历此前连续 4 个季度盈利下滑后，特斯拉盈利迎来回升，第三季度营收 251.82 亿美元，同比增长 8%，由于核心业绩指标超出预期，市场也给出了信心，在财报发布后，特斯拉单日股价一度涨超 22%，创下十多年来最大单日涨幅。不过华尔街策略师们认为，由于基本面被过度炒作，该股仍有落后于其他大型科技股的风险。数据显示，该公司的预期市盈率接近 73 倍，远远超过“科技七巨头”的其他成员。此外，截至上周五下午，研究特斯拉的分析师中，只有超过 40% 的人将该股评为“买入”，这使得特斯拉成为了分析师们最不看好的七巨头股票。至于特斯拉的替代者，华尔街似乎认为奈飞（Netflix）是一个强有力的竞争者。自今年年初以来，该股上涨了 61.08%，仅次于英伟达和 Meta。数据显示，截至上周五，分析师们对奈飞持压倒性的乐观态度，87% 的分析师将其评级为买入，只有 3% 的分析师建议卖出。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":1031,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320637583126848,"gmtCreate":1719303767154,"gmtModify":1719303770945,"author":{"id":"4095630847582090","authorId":"4095630847582090","name":"Fanlization","avatar":"https://static.tigerbbs.com/4ff33c5fed6426a68a814ef72a46d188","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095630847582090","authorIdStr":"4095630847582090"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[{"img":"https://static.tigerbbs.com/22d64da41c22fee5285a35b1050f14ad","width":"1280","height":"1877"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320637583126848","isVote":1,"tweetType":1,"viewCount":1574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":299062854197320,"gmtCreate":1714038596382,"gmtModify":1714038731115,"author":{"id":"4095630847582090","authorId":"4095630847582090","name":"Fanlization","avatar":"https://static.tigerbbs.com/4ff33c5fed6426a68a814ef72a46d188","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095630847582090","authorIdStr":"4095630847582090"},"themes":[],"title":"竞猜赢虎币 ，寻找实盘收益王","htmlText":"查看详情：<a href=\"https://tigr.link/7vd3vT\">竞猜赢虎币 ，寻找实盘收益王</a> 快来参与竞猜赢虎币活动，寻找你心中的实盘收益王，邀请好友最多可得250枚虎币 此帖仅开放于中国大陆用户","listText":"查看详情：<a href=\"https://tigr.link/7vd3vT\">竞猜赢虎币 ，寻找实盘收益王</a> 快来参与竞猜赢虎币活动，寻找你心中的实盘收益王，邀请好友最多可得250枚虎币 此帖仅开放于中国大陆用户","text":"查看详情：竞猜赢虎币 ，寻找实盘收益王 快来参与竞猜赢虎币活动，寻找你心中的实盘收益王，邀请好友最多可得250枚虎币 此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/f22c491ee8ae08f0d36ded0795f1fe33"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299062854197320","isVote":1,"tweetType":1,"viewCount":2010,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":293812433965240,"gmtCreate":1712762161740,"gmtModify":1712762163366,"author":{"id":"4095630847582090","authorId":"4095630847582090","name":"Fanlization","avatar":"https://static.tigerbbs.com/4ff33c5fed6426a68a814ef72a46d188","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095630847582090","authorIdStr":"4095630847582090"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293812433965240","repostId":"2425310589","repostType":2,"repost":{"id":"2425310589","kind":"highlight","pubTimestamp":1712241480,"share":"https://ttm.financial/m/news/2425310589?lang=&edition=full","pubTime":"2024-04-04 22:38","market":"us","language":"en","title":"Kintara (KTRA) Stock Soars on Merger Agreement With TuHURA","url":"https://stock-news.laohu8.com/highlight/detail?id=2425310589","media":"Zacks","summary":"Kintara Therapeutics, Inc.’s KTRA shares surged 63.4% on Apr 3 after the company inked a definitive merger agreement with Florida-based privately-held company, TuHURA Biosciences Inc. Per the agreement, KTRA will merge into TuHURA to form a new company aimed at developing late-stage oncology candidates.The combined company will operate under the name of TuHURA Biosciences, Inc., and trade in the Nasdaq stock exchange under the ticker symbol \"HURA.\". Per the agreement, Kintara equity holders are expected to collectively own up to approximately 2.85%, or 5.45%, including shares underlying the contingent value rights  of the common stock of the combined company on a pro forma fully diluted basis. Meanwhile, equity holders of TuHURA are eligible to collectively own approximately 97.15%, or 94.55%, taking the distribution of the CVR shares, of the common stock of the combined company on a pro forma fully diluted basis after the merger is completed.The newly formed company will focus on adva","content":"<html><body><p><strong><a href=\"https://laohu8.com/S/KTRA\">Kintara Therapeutics, Inc.</a></strong>’s KTRA shares surged 63.4% on Apr 3 after the company inked a definitive merger agreement with Florida-based privately-held company, TuHURA Biosciences Inc. Per the agreement, KTRA will merge into TuHURA to form a new company aimed at developing late-stage oncology candidates.</p>\n<p>The combined company will operate under the name of TuHURA Biosciences, Inc., and trade in the Nasdaq stock exchange under the ticker symbol \"HURA.\"</p>\n<p>The transaction has been approved by the boards of directors of both companies and is expected to close in the third quarter of 2024, subject to customary closing conditions.</p>\n<p>Per the agreement, Kintara equity holders are expected to collectively own up to approximately 2.85%, or 5.45%, including shares underlying the contingent value rights (CVR) of the common stock of the combined company on a pro forma fully diluted basis. Meanwhile, equity holders of TuHURA are eligible to collectively own approximately 97.15%, or 94.55%, taking the distribution of the CVR shares, of the common stock of the combined company on a pro forma fully diluted basis after the merger is completed.</p>\n<p>The newly formed company will focus on advancing TuHURA's personalized cancer vaccine and first-in-class bi-functional antibody-drug conjugates (ADCs) to overcome the hurdles in the treatment of cancer with existing immunotherapies.</p>\n<p>ADCs are being considered a disruptive innovation in the pharmaceutical industry as these will allow better treatment of cancer by harnessing the targeting power of antibodies to deliver cytotoxic molecule drugs to tumors.</p>\n<p>Shares of Kintara have lost 3.3% year to date against the industry’s growth of 1.9%.</p>\n<p><img src=\"https://s1.yimg.com/uu/api/res/1.2/zBkN1feR85cSNmi8u7lm6Q--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/zacks.com/6416afa85f382eca776c9ed90bea040a\"/><br/><span>Image Source: Zacks Investment Research</span><br/></p>\n<p>KTRA is developing its lead pipeline candidate, REM-001, a second-generation photodynamic therapy photosensitizer agent for the treatment of cutaneous metastatic breast cancer.</p>\n<p>Meanwhile, TuHURA is developing its lead personalized cancer vaccine candidate, IFx-2.0, to overcome primary resistance to checkpoint inhibitors.</p>\n<p>TuHURA is planning to initiate a phase III registration study evaluating IFx-2.0 administered as an adjunctive therapy to <strong>Merck</strong>’s MRK blockbuster cancer drug, Keytruda (pembrolizumab), for the first-line treatment of advanced merkel cell carcinoma.</p>\n<p>Merck’s biggest revenue generator, Keytruda, is approved for treating several cancer indications. Sales of Keytruda came in around $25 billion in 2023.</p>\n<p>MRK continues to evaluate Keytruda in combination studies for various other indications.</p>\n<p>Enrollment in the placebo-controlled phase III study is expected to begin in the second half of 2024. The study is likely to be conducted under the FDA's Accelerated Approval Pathway, which helps in earlier approval of drugs that address serious and unmet medical conditions.</p>\n<p>Along with the latest merger agreement, TuHURA is making $31 million subscribed financing, which is expected to fund the combined company’s operations through late 2025.</p>\n<p>The transaction should create a near and long-term value for Kintara’s shareholders as the newly formed company will be well-positioned to develop groundbreaking new therapies for treating cancer.</p>\n<h3>Zacks Rank &amp; Stocks to Consider</h3>\n<p>Kintara currently carries a Zacks Rank #4 (Sell).</p>\n<p>Some better-ranked stocks in the healthcare sector are <strong>Ligand Pharmaceuticals Incorporated</strong> LGND and <strong><a href=\"https://laohu8.com/S/ANIP\">ANI Pharmaceuticals, Inc.</a></strong> ANIP, each flaunting a Zacks Rank #1 (Strong Buy) at present. You can see <strong>the complete list of today’s Zacks #1 Rank stocks here</strong>.</p>\n<p>In the past 60 days, estimates for Ligand’s 2024 earnings per share have improved from $4.42 to $4.56. Year to date, LGND shares have gained 4.5%.</p>\n<p>Earnings of LGND beat estimates in each of the trailing four quarters, the average surprise being 84.81%.</p>\n<p>In the past 60 days, estimates for ANI Pharmaceuticals’ 2024 earnings per share have improved from $4.06 to $4.43. Year to date, ANIP shares have jumped 21.7%.</p>\n<p>Earnings of ANIP beat estimates in each of the trailing four quarters, the average surprise being 109.06%.</p>\n<p>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report</p>\n<p>Merck &amp; Co., Inc. (MRK) : Free Stock Analysis Report</p>\n<p>Ligand Pharmaceuticals Incorporated (LGND) : Free Stock Analysis Report</p>\n<p>ANI Pharmaceuticals, Inc. (ANIP) : Free Stock Analysis Report</p>\n<p>Kintara <a href=\"https://laohu8.com/S/LENZ\">Therapeutics</a>, Inc. (KTRA) : Free Stock Analysis Report</p>\n<p>To read this article on Zacks.com click here.</p>\n<p>Zacks Investment Research</p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Kintara (KTRA) Stock Soars on Merger Agreement With TuHURA</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\">\nKintara (KTRA) Stock Soars on Merger Agreement With TuHURA\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-04 22:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/kintara-ktra-stock-soars-merger-143800928.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Kintara Therapeutics, Inc.’s KTRA shares surged 63.4% on Apr 3 after the company inked a definitive merger agreement with Florida-based privately-held company, TuHURA Biosciences Inc. Per the ...</p>\n\n<a href=\"https://finance.yahoo.com/news/kintara-ktra-stock-soars-merger-143800928.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/H9DYdttPy00EKBHhcxtlCA--~B/aD00MDA7dz02MzU7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/zacks.com/9f2a2e04a053cda7a8c096e532e43d28","relate_stocks":{"SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU0058720904.USD":"联博国际健康护理基金A","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","ANIP":"ANI Pharmaceuticals, Inc.","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU0122379950.USD":"贝莱德世界健康科学A2","IE0002141913.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (USD) ACC","LGND":"Ligand Pharmaceuticals Inc.","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","BK4588":"碎股","SG9999001440.SGD":"United Global Dividend Equity Fund A SGD Dist","LU2468319806.SGD":"MANULIFE GF HEALTHCARE \"AA\" (SGDHDG) ACC","IE00BJJMRZ35.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (SGDHDG) ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","CVR":"芝加哥机械","SG9999001176.USD":"United Global Healthcare Acc USD","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","BK4161":"工业机械","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","MRK":"默沙东","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","SG9999013999.USD":"UOB UNITED GLOBAL HEALTHCARE FUND (USDHDG) INC","BK4534":"瑞士信贷持仓","SG9999001176.SGD":"UOB UNITED GLOBAL HEALTHCARE \"SGD\" (ACC)","BK4585":"ETF&股票定投概念","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1989771016.USD":"东方汇理环球老龄化投资基金 A2 Acc","BK4139":"生物科技","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","IE0009355771.USD":"骏利亨德森环球生命科技A Acc","LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU1057294990.SGD":"Blackrock World Healthscience A2 SGD-H","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU0289739699.SGD":"AB INTERNATIONAL HEALTH CARE PORTFOLIO \"A\" (SGD) ACC","IE00BJT1NW94.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (SGDHDG) ACC","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD"},"source_url":"https://finance.yahoo.com/news/kintara-ktra-stock-soars-merger-143800928.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2425310589","content_text":"Kintara Therapeutics, Inc.’s KTRA shares surged 63.4% on Apr 3 after the company inked a definitive merger agreement with Florida-based privately-held company, TuHURA Biosciences Inc. Per the agreement, KTRA will merge into TuHURA to form a new company aimed at developing late-stage oncology candidates.\nThe combined company will operate under the name of TuHURA Biosciences, Inc., and trade in the Nasdaq stock exchange under the ticker symbol \"HURA.\"\nThe transaction has been approved by the boards of directors of both companies and is expected to close in the third quarter of 2024, subject to customary closing conditions.\nPer the agreement, Kintara equity holders are expected to collectively own up to approximately 2.85%, or 5.45%, including shares underlying the contingent value rights (CVR) of the common stock of the combined company on a pro forma fully diluted basis. Meanwhile, equity holders of TuHURA are eligible to collectively own approximately 97.15%, or 94.55%, taking the distribution of the CVR shares, of the common stock of the combined company on a pro forma fully diluted basis after the merger is completed.\nThe newly formed company will focus on advancing TuHURA's personalized cancer vaccine and first-in-class bi-functional antibody-drug conjugates (ADCs) to overcome the hurdles in the treatment of cancer with existing immunotherapies.\nADCs are being considered a disruptive innovation in the pharmaceutical industry as these will allow better treatment of cancer by harnessing the targeting power of antibodies to deliver cytotoxic molecule drugs to tumors.\nShares of Kintara have lost 3.3% year to date against the industry’s growth of 1.9%.\nImage Source: Zacks Investment Research\nKTRA is developing its lead pipeline candidate, REM-001, a second-generation photodynamic therapy photosensitizer agent for the treatment of cutaneous metastatic breast cancer.\nMeanwhile, TuHURA is developing its lead personalized cancer vaccine candidate, IFx-2.0, to overcome primary resistance to checkpoint inhibitors.\nTuHURA is planning to initiate a phase III registration study evaluating IFx-2.0 administered as an adjunctive therapy to Merck’s MRK blockbuster cancer drug, Keytruda (pembrolizumab), for the first-line treatment of advanced merkel cell carcinoma.\nMerck’s biggest revenue generator, Keytruda, is approved for treating several cancer indications. Sales of Keytruda came in around $25 billion in 2023.\nMRK continues to evaluate Keytruda in combination studies for various other indications.\nEnrollment in the placebo-controlled phase III study is expected to begin in the second half of 2024. The study is likely to be conducted under the FDA's Accelerated Approval Pathway, which helps in earlier approval of drugs that address serious and unmet medical conditions.\nAlong with the latest merger agreement, TuHURA is making $31 million subscribed financing, which is expected to fund the combined company’s operations through late 2025.\nThe transaction should create a near and long-term value for Kintara’s shareholders as the newly formed company will be well-positioned to develop groundbreaking new therapies for treating cancer.\nZacks Rank & Stocks to Consider\nKintara currently carries a Zacks Rank #4 (Sell).\nSome better-ranked stocks in the healthcare sector are Ligand Pharmaceuticals Incorporated LGND and ANI Pharmaceuticals, Inc. ANIP, each flaunting a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.\nIn the past 60 days, estimates for Ligand’s 2024 earnings per share have improved from $4.42 to $4.56. Year to date, LGND shares have gained 4.5%.\nEarnings of LGND beat estimates in each of the trailing four quarters, the average surprise being 84.81%.\nIn the past 60 days, estimates for ANI Pharmaceuticals’ 2024 earnings per share have improved from $4.06 to $4.43. Year to date, ANIP shares have jumped 21.7%.\nEarnings of ANIP beat estimates in each of the trailing four quarters, the average surprise being 109.06%.\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report\nMerck & Co., Inc. (MRK) : Free Stock Analysis Report\nLigand Pharmaceuticals Incorporated (LGND) : Free Stock Analysis Report\nANI Pharmaceuticals, Inc. (ANIP) : Free Stock Analysis Report\nKintara Therapeutics, Inc. (KTRA) : Free Stock Analysis Report\nTo read this article on Zacks.com click here.\nZacks Investment 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<a href=\"https://laohu8.com/U/3570687182203069\">@阿里巴巴集团</a>","listText":"回顾2023年，全球资本市场迎来了一系列动人心魄的波折和新机遇，成为全球资本市场参与者共同见证的重要时刻。地缘政治的波动成为市场关注的焦点，宏观事件影响全球投资者，而芒格老先生的离世也引起了投资者对未来走势的深刻思考。与此同时，科技行业持续引领市场潮流，人工智能、生物技术等新兴领域涌现出众多创新企业。科技的不断演进不仅改变了产业格局，也深刻地塑造了资本市场的投资方向。在这个充满挑战和机遇的一年里，资本市场的参与者们展现出了卓越的创新意识，各个领域的变革和发展要求投资者具备更为敏锐的市场感知，并迫切需要获取更准确的信息。每一个积极通过企业号向老虎社区的虎友们即时分享行业、企业信息的公司都值得褒奖！老虎社区企业号在此隆重揭晓【2023老虎社区企业号年度公司评选榜单】。这些获奖公司秉持着为投资人负责的初心，专注于促进投资者与企业之间的畅通双向沟通，凭借卓越的业绩和积极的沟通态度，赢得了老虎平台投资者的广泛认可，展现了卓越的企业价值和社会责任。恭喜所有荣获2023年度奖项的上市公司伙伴们！这份殊荣是对你们在2023年度资本市场上卓越表现的褒奖，我们为你们的杰出成绩喝彩！此次上榜公司是在老虎社区企业号、以及港美股上市公司的范围内，基于老虎平台统计数据进行筛选的。评选过程中考虑了诸多关键因素，包括但不限于投资者关注度、品牌影响力、企业号活跃度以及与投资者互动情况等。最终产生了「最受投资者喜爱奖」、「最佳投资者陪伴奖」、「最佳品牌价值传播奖」和「最佳传播创新突破奖」四大奖项榜单，共计40个引人注目的获奖名额。老虎社区企业号由衷感谢一路以来与上市公司合作伙伴的共同努力与信任。同时，期待在新的一年里持续携手前行，共同致力于推动企业价值传播，回馈广大投资者的信赖与支持！ <a href=\"https://laohu8.com/U/3570687182203069\">@阿里巴巴集团</a>","text":"回顾2023年，全球资本市场迎来了一系列动人心魄的波折和新机遇，成为全球资本市场参与者共同见证的重要时刻。地缘政治的波动成为市场关注的焦点，宏观事件影响全球投资者，而芒格老先生的离世也引起了投资者对未来走势的深刻思考。与此同时，科技行业持续引领市场潮流，人工智能、生物技术等新兴领域涌现出众多创新企业。科技的不断演进不仅改变了产业格局，也深刻地塑造了资本市场的投资方向。在这个充满挑战和机遇的一年里，资本市场的参与者们展现出了卓越的创新意识，各个领域的变革和发展要求投资者具备更为敏锐的市场感知，并迫切需要获取更准确的信息。每一个积极通过企业号向老虎社区的虎友们即时分享行业、企业信息的公司都值得褒奖！老虎社区企业号在此隆重揭晓【2023老虎社区企业号年度公司评选榜单】。这些获奖公司秉持着为投资人负责的初心，专注于促进投资者与企业之间的畅通双向沟通，凭借卓越的业绩和积极的沟通态度，赢得了老虎平台投资者的广泛认可，展现了卓越的企业价值和社会责任。恭喜所有荣获2023年度奖项的上市公司伙伴们！这份殊荣是对你们在2023年度资本市场上卓越表现的褒奖，我们为你们的杰出成绩喝彩！此次上榜公司是在老虎社区企业号、以及港美股上市公司的范围内，基于老虎平台统计数据进行筛选的。评选过程中考虑了诸多关键因素，包括但不限于投资者关注度、品牌影响力、企业号活跃度以及与投资者互动情况等。最终产生了「最受投资者喜爱奖」、「最佳投资者陪伴奖」、「最佳品牌价值传播奖」和「最佳传播创新突破奖」四大奖项榜单，共计40个引人注目的获奖名额。老虎社区企业号由衷感谢一路以来与上市公司合作伙伴的共同努力与信任。同时，期待在新的一年里持续携手前行，共同致力于推动企业价值传播，回馈广大投资者的信赖与支持！ @阿里巴巴集团","images":[{"img":"https://static.tigerbbs.com/2a0ed47204a08894620500891ca3ab94","width":"1080","height":"3917"},{"img":"https://static.tigerbbs.com/11793e9a71862865bc9d57eaa6c428f4","width":"1080","height":"3917"},{"img":"https://static.tigerbbs.com/e14e4df6cd6ff8ae2bff118ddbfddd63","width":"1080","height":"3917"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/260789601091584","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1719,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":239705650680104,"gmtCreate":1699545565141,"gmtModify":1699545566541,"author":{"id":"4095630847582090","authorId":"4095630847582090","name":"Fanlization","avatar":"https://static.tigerbbs.com/4ff33c5fed6426a68a814ef72a46d188","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095630847582090","authorIdStr":"4095630847582090"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/239705650680104","repostId":"2382260679","repostType":4,"repost":{"id":"2382260679","kind":"highlight","pubTimestamp":1699522599,"share":"https://ttm.financial/m/news/2382260679?lang=&edition=full","pubTime":"2023-11-09 17:36","market":"us","language":"zh","title":"“七巨头”称霸美股背后：华尔街不敢入场做空！","url":"https://stock-news.laohu8.com/highlight/detail?id=2382260679","media":"金十数据","summary":"市场对七巨头的空头头寸已降至历史最低。","content":"<html><head></head><body><blockquote><p>华尔街现在几乎没有人敢和美股“七巨头”作对，市场对后者的空头头寸已降至历史最低。</p></blockquote><p><strong>尽管诸多分析师警告称美股今年的反弹只是由少数几只股票推动的，是“泡沫”。但华尔街现在几乎没有人敢和后者，即“七巨头”作对。</strong></p><p>美国银行量化股票策略师团队的数据显示，<strong>市场对这些公司股票的空头头寸已降至历史最低水平，仅占这些公司总市值的1%左右。</strong></p><p>FactSet的数据显示，七巨头的总市值——<a href=\"https://laohu8.com/S/AAPL\">苹果</a>（AAPL）、<a href=\"https://laohu8.com/S/MSFT\">微软</a>（MSFT）、Alphabet Inc.（GOOGL）、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>（AMZN）、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>（NVDA）、<a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc.（META）和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>（TSLA）在周三接近11.3万亿美元，其中市值最高的美国公司苹果的市值超过2.8万亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15c1a4340603b41b66839fa56f0a6555\" tg-width=\"700\" tg-height=\"904\"/></p><p>在给客户的一份报告中，该团队质疑，随着这些大型股相对于市场其他股的估值达到极度过高的水平，还有谁会继续买这些大型股？</p><p>道琼斯市场数据显示，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数（SPX）在2023年的全部涨幅几乎都是由这七家公司推动的，抵消了该指数中其他493家公司股价的下跌。</p><p><strong>但根据美国银行的数据，只做多的基金增持了除苹果和特斯拉以外的所有“七巨头”。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45cbdcbc6da590e91731c976a0743afa\" tg-width=\"700\" tg-height=\"477\"/></p><p><strong>许多华尔街分析师认为，这些公司可以继续跑赢大盘</strong>。凯投宏观的策略师周三在一份客户报告中表示，由于这些公司强劲的资产负债表和盈利增长前景，即使在经济衰退中，它们也可能继续保持跑赢市场的表现。该团队表示：</p><blockquote><p>“鉴于我们对美国经济的悲观看法，我们认为美国股市近期将表现相当糟糕。但标普500指数中最大的成分股可能会表现得更好。”</p></blockquote><p><strong>强劲的盈利预期也促成了他们的看涨观点</strong>。在一定程度上由于人工智能的繁荣，“七巨头”未来一年的预期盈利增长将使标普500指数其他成分股相形见绌。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a54ee6ce8f8235cacc58f965297876db\" tg-width=\"700\" tg-height=\"451\"/></p><p>美股周三涨跌互现，但以科技股为主的纳斯达克综合指数与标普500指数继续收红，二者均收涨0.1%，其中前者为连续第9个交易日收涨，后者为连续8日收涨。</p><p>尽管美联储几位鹰派成员的谨慎言论抑制了利率已见顶的乐观情绪，削弱了股市上涨的动力。但根据芝商所的美联储观察工具，90%的交易员押注美联储今年不会再加息，25%的交易员预计美联储将在明年3月降息。</p></body></html>","source":"xnew_highlight","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>“七巨头”称霸美股背后：华尔街不敢入场做空！</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“七巨头”称霸美股背后：华尔街不敢入场做空！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-09 17:36 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=126181&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>华尔街现在几乎没有人敢和美股“七巨头”作对，市场对后者的空头头寸已降至历史最低。尽管诸多分析师警告称美股今年的反弹只是由少数几只股票推动的，是“泡沫”。但华尔街现在几乎没有人敢和后者，即“七巨头”作对。美国银行量化股票策略师团队的数据显示，市场对这些公司股票的空头头寸已降至历史最低水平，仅占这些公司总市值的1%左右。FactSet的数据显示，七巨头的总市值——苹果（AAPL）、微软（MSFT）、...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=126181&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=126181&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2382260679","content_text":"华尔街现在几乎没有人敢和美股“七巨头”作对，市场对后者的空头头寸已降至历史最低。尽管诸多分析师警告称美股今年的反弹只是由少数几只股票推动的，是“泡沫”。但华尔街现在几乎没有人敢和后者，即“七巨头”作对。美国银行量化股票策略师团队的数据显示，市场对这些公司股票的空头头寸已降至历史最低水平，仅占这些公司总市值的1%左右。FactSet的数据显示，七巨头的总市值——苹果（AAPL）、微软（MSFT）、Alphabet Inc.（GOOGL）、亚马逊（AMZN）、英伟达（NVDA）、Meta Platforms Inc.（META）和特斯拉（TSLA）在周三接近11.3万亿美元，其中市值最高的美国公司苹果的市值超过2.8万亿美元。在给客户的一份报告中，该团队质疑，随着这些大型股相对于市场其他股的估值达到极度过高的水平，还有谁会继续买这些大型股？道琼斯市场数据显示，标普500指数（SPX）在2023年的全部涨幅几乎都是由这七家公司推动的，抵消了该指数中其他493家公司股价的下跌。但根据美国银行的数据，只做多的基金增持了除苹果和特斯拉以外的所有“七巨头”。许多华尔街分析师认为，这些公司可以继续跑赢大盘。凯投宏观的策略师周三在一份客户报告中表示，由于这些公司强劲的资产负债表和盈利增长前景，即使在经济衰退中，它们也可能继续保持跑赢市场的表现。该团队表示：“鉴于我们对美国经济的悲观看法，我们认为美国股市近期将表现相当糟糕。但标普500指数中最大的成分股可能会表现得更好。”强劲的盈利预期也促成了他们的看涨观点。在一定程度上由于人工智能的繁荣，“七巨头”未来一年的预期盈利增长将使标普500指数其他成分股相形见绌。美股周三涨跌互现，但以科技股为主的纳斯达克综合指数与标普500指数继续收红，二者均收涨0.1%，其中前者为连续第9个交易日收涨，后者为连续8日收涨。尽管美联储几位鹰派成员的谨慎言论抑制了利率已见顶的乐观情绪，削弱了股市上涨的动力。但根据芝商所的美联储观察工具，90%的交易员押注美联储今年不会再加息，25%的交易员预计美联储将在明年3月降息。","news_type":1,"symbols_score_info":{".DJI":1.1}},"isVote":1,"tweetType":1,"viewCount":1580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":239255357862144,"gmtCreate":1699440234009,"gmtModify":1699440235292,"author":{"id":"4095630847582090","authorId":"4095630847582090","name":"Fanlization","avatar":"https://static.tigerbbs.com/4ff33c5fed6426a68a814ef72a46d188","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095630847582090","authorIdStr":"4095630847582090"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/239255357862144","repostId":"236711629484032","repostType":1,"repost":{"id":236711629484032,"gmtCreate":1698823619929,"gmtModify":1700031043800,"author":{"id":"3527667588142897","authorId":"3527667588142897","name":"小虎产品经理","avatar":"https://static.tigerbbs.com/a6704bebf28358e0d9c638e765403bd0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667588142897","authorIdStr":"3527667588142897"},"themes":[],"title":"期权组合下单功能已上线，快来试试吧","htmlText":"期权组合下单当前新版本已支持美股期权的组合期权链、K线图、添加自选及组合下单，包括垂直价差、跨式、日历等常用策略。部分组合订单及持仓享受保证金减免。期权链全新支持期权组合策略的期权链驾到，支持用户切换固定期权策略，也支持用户自定义交易策略。选中的期权组合可以直接交易，盈亏分析，也可以跳转到期权组合详情页查看更多数据。暂时只支持两腿期权组合，后期还会持续更新喔。组合期权策略可加入自选列表将心仪的期权策略加入自选列表中后，可以在美股期权分组下查看相关行情信息。点击标的可跳转到详情页快速下单。帮助您快速查找已创建好的期权策略。组合期权详情页欢迎使用我们的全新页面——组合期权详情页面！此功能旨在为您提供全面的组合期权信息，帮助您更好地了解和管理您的投资组合。以下是页面提供的详细内容：构成信息和最新价格：您可以查看组合期权的两个腿的构成信息，并获取最新的价格数据。组合价格和买卖盘盘口信息：通过页面上的组合价格，您可以得知该组合期权的当前价值。同时，您还能查看买卖盘口信息，包括当前组合期权的最佳买入和卖出价格，帮助您做出明智的交易决策。K线图：我们提供直观的K线图，让您可以观察组合期权的历史价格走势。有助于您分析市场趋势，发现潜在的投资机会。组合期权的持仓和订单信息：您可以查看自己的组合期权持仓情况，包括当前的持仓数量和成本。此外，您还可以查看与组合期权相关的订单信息，确保您对自己的交易有清晰的了解。组合期权的盈亏分析图：通过盈亏分析图，您可以直观地了解组合期权的盈利潜力和风险。这有助于您制定更好的投资策略，优化您的投资回报。当然，在页面底部，您还可以对当前组合期权进行交易或者添加自选下单页面介绍组合订单目前支持盘中提交限价单，组合限价默认为组合买卖盘的中间价，投资者可以根据自己的预期进行调整。预估收入表示这笔交易即将收到的权利金，预估支出则表示需要付出的权利金。下单页内嵌期权分析功能","listText":"期权组合下单当前新版本已支持美股期权的组合期权链、K线图、添加自选及组合下单，包括垂直价差、跨式、日历等常用策略。部分组合订单及持仓享受保证金减免。期权链全新支持期权组合策略的期权链驾到，支持用户切换固定期权策略，也支持用户自定义交易策略。选中的期权组合可以直接交易，盈亏分析，也可以跳转到期权组合详情页查看更多数据。暂时只支持两腿期权组合，后期还会持续更新喔。组合期权策略可加入自选列表将心仪的期权策略加入自选列表中后，可以在美股期权分组下查看相关行情信息。点击标的可跳转到详情页快速下单。帮助您快速查找已创建好的期权策略。组合期权详情页欢迎使用我们的全新页面——组合期权详情页面！此功能旨在为您提供全面的组合期权信息，帮助您更好地了解和管理您的投资组合。以下是页面提供的详细内容：构成信息和最新价格：您可以查看组合期权的两个腿的构成信息，并获取最新的价格数据。组合价格和买卖盘盘口信息：通过页面上的组合价格，您可以得知该组合期权的当前价值。同时，您还能查看买卖盘口信息，包括当前组合期权的最佳买入和卖出价格，帮助您做出明智的交易决策。K线图：我们提供直观的K线图，让您可以观察组合期权的历史价格走势。有助于您分析市场趋势，发现潜在的投资机会。组合期权的持仓和订单信息：您可以查看自己的组合期权持仓情况，包括当前的持仓数量和成本。此外，您还可以查看与组合期权相关的订单信息，确保您对自己的交易有清晰的了解。组合期权的盈亏分析图：通过盈亏分析图，您可以直观地了解组合期权的盈利潜力和风险。这有助于您制定更好的投资策略，优化您的投资回报。当然，在页面底部，您还可以对当前组合期权进行交易或者添加自选下单页面介绍组合订单目前支持盘中提交限价单，组合限价默认为组合买卖盘的中间价，投资者可以根据自己的预期进行调整。预估收入表示这笔交易即将收到的权利金，预估支出则表示需要付出的权利金。下单页内嵌期权分析功能","text":"期权组合下单当前新版本已支持美股期权的组合期权链、K线图、添加自选及组合下单，包括垂直价差、跨式、日历等常用策略。部分组合订单及持仓享受保证金减免。期权链全新支持期权组合策略的期权链驾到，支持用户切换固定期权策略，也支持用户自定义交易策略。选中的期权组合可以直接交易，盈亏分析，也可以跳转到期权组合详情页查看更多数据。暂时只支持两腿期权组合，后期还会持续更新喔。组合期权策略可加入自选列表将心仪的期权策略加入自选列表中后，可以在美股期权分组下查看相关行情信息。点击标的可跳转到详情页快速下单。帮助您快速查找已创建好的期权策略。组合期权详情页欢迎使用我们的全新页面——组合期权详情页面！此功能旨在为您提供全面的组合期权信息，帮助您更好地了解和管理您的投资组合。以下是页面提供的详细内容：构成信息和最新价格：您可以查看组合期权的两个腿的构成信息，并获取最新的价格数据。组合价格和买卖盘盘口信息：通过页面上的组合价格，您可以得知该组合期权的当前价值。同时，您还能查看买卖盘口信息，包括当前组合期权的最佳买入和卖出价格，帮助您做出明智的交易决策。K线图：我们提供直观的K线图，让您可以观察组合期权的历史价格走势。有助于您分析市场趋势，发现潜在的投资机会。组合期权的持仓和订单信息：您可以查看自己的组合期权持仓情况，包括当前的持仓数量和成本。此外，您还可以查看与组合期权相关的订单信息，确保您对自己的交易有清晰的了解。组合期权的盈亏分析图：通过盈亏分析图，您可以直观地了解组合期权的盈利潜力和风险。这有助于您制定更好的投资策略，优化您的投资回报。当然，在页面底部，您还可以对当前组合期权进行交易或者添加自选下单页面介绍组合订单目前支持盘中提交限价单，组合限价默认为组合买卖盘的中间价，投资者可以根据自己的预期进行调整。预估收入表示这笔交易即将收到的权利金，预估支出则表示需要付出的权利金。下单页内嵌期权分析功能","images":[{"img":"https://static.tigerbbs.com/252242c29cbb4fe141a637390ed0edf8","width":"1120","height":"1124"},{"img":"https://static.tigerbbs.com/88a1f3f14fd07d6ea893d404b8780eef","width":"1080","height":"2222"},{"img":"https://static.tigerbbs.com/b59927b89e8caa2b49401bf2bf0d6a35","width":"1242","height":"645"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/236711629484032","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":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<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 暴赚232%，发生了啥？他是如何做到的？这篇文章就跟大家一起探讨一下他的发财秘籍，祝所有看到的朋友们都能发财。恭喜虎友 <a href=\"https://laohu8.com/U/4126924776269962\">@壹缠</a> 通过买入特斯拉看跌期权 获利239%。恭喜虎友 <a href=\"https://laohu8.com/U/681616653300\">@还温柔的猫儿</a> 通过卖出特斯拉看涨期权 获利30%。欢迎以上虎友添加虎妞微信（微信：itiger2014），聊聊你的操作思路，获得老虎专访，赢取老虎限量周边。具体来看<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 上周发布了差强人意的三季报，营收EPS双双低于预期，毛利率跌破18%、净利润下滑44%，在被问及对Cybertruck的交付预期时，马斯克一改往日高调，给出保守预估。受此消息影响，特斯拉财报后大跌9.3%。虎友<a href=\"https://laohu8.com/U/4126924776269962\">@壹缠</a> 在特斯拉财报前，提前入场，叠加利空消息，获得了239%的期权收益。当强烈看空一只股票时，买put（买入看跌期权）是一个不错的选择。除此之外sell call（卖出看涨期权）也是一个不错的选择，虎友<a href=\"https://laohu8.com/U/681616653300\">@还温柔的猫儿</a> 表示已经用行动告诉大家我的判断了，整体还是要跌，叠加各种负面信息，交付，利润率，产量，还有油价等因素，但长期坚定看涨，马斯克做了太多伟大的事儿。当然除了buy put 和sell call 之外，也有虎友","listText":"有虎友通过做空 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 暴赚232%，发生了啥？他是如何做到的？这篇文章就跟大家一起探讨一下他的发财秘籍，祝所有看到的朋友们都能发财。恭喜虎友 <a href=\"https://laohu8.com/U/4126924776269962\">@壹缠</a> 通过买入特斯拉看跌期权 获利239%。恭喜虎友 <a href=\"https://laohu8.com/U/681616653300\">@还温柔的猫儿</a> 通过卖出特斯拉看涨期权 获利30%。欢迎以上虎友添加虎妞微信（微信：itiger2014），聊聊你的操作思路，获得老虎专访，赢取老虎限量周边。具体来看<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 上周发布了差强人意的三季报，营收EPS双双低于预期，毛利率跌破18%、净利润下滑44%，在被问及对Cybertruck的交付预期时，马斯克一改往日高调，给出保守预估。受此消息影响，特斯拉财报后大跌9.3%。虎友<a href=\"https://laohu8.com/U/4126924776269962\">@壹缠</a> 在特斯拉财报前，提前入场，叠加利空消息，获得了239%的期权收益。当强烈看空一只股票时，买put（买入看跌期权）是一个不错的选择。除此之外sell call（卖出看涨期权）也是一个不错的选择，虎友<a href=\"https://laohu8.com/U/681616653300\">@还温柔的猫儿</a> 表示已经用行动告诉大家我的判断了，整体还是要跌，叠加各种负面信息，交付，利润率，产量，还有油价等因素，但长期坚定看涨，马斯克做了太多伟大的事儿。当然除了buy put 和sell call 之外，也有虎友","text":"有虎友通过做空 $特斯拉(TSLA)$ 暴赚232%，发生了啥？他是如何做到的？这篇文章就跟大家一起探讨一下他的发财秘籍，祝所有看到的朋友们都能发财。恭喜虎友 @壹缠 通过买入特斯拉看跌期权 获利239%。恭喜虎友 @还温柔的猫儿 通过卖出特斯拉看涨期权 获利30%。欢迎以上虎友添加虎妞微信（微信：itiger2014），聊聊你的操作思路，获得老虎专访，赢取老虎限量周边。具体来看$特斯拉(TSLA)$ 上周发布了差强人意的三季报，营收EPS双双低于预期，毛利率跌破18%、净利润下滑44%，在被问及对Cybertruck的交付预期时，马斯克一改往日高调，给出保守预估。受此消息影响，特斯拉财报后大跌9.3%。虎友@壹缠 在特斯拉财报前，提前入场，叠加利空消息，获得了239%的期权收益。当强烈看空一只股票时，买put（买入看跌期权）是一个不错的选择。除此之外sell call（卖出看涨期权）也是一个不错的选择，虎友@还温柔的猫儿 表示已经用行动告诉大家我的判断了，整体还是要跌，叠加各种负面信息，交付，利润率，产量，还有油价等因素，但长期坚定看涨，马斯克做了太多伟大的事儿。当然除了buy put 和sell call 之外，也有虎友","images":[{"img":"https://static.tigerbbs.com/23127e741a31e296fa8e3d7f0cce9d81","width":"1080","height":"1080"},{"img":"https://static.tigerbbs.com/58637d566ebf5370e6546bcb6a2b93e0","width":"1382","height":"1036"},{"img":"https://static.tigerbbs.com/70a3bbcba04f6fda98a30fb209a96094","width":"1382","height":"1036"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/233971103551624","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":230126338162960,"gmtCreate":1697201867945,"gmtModify":1697201869342,"author":{"id":"4095630847582090","authorId":"4095630847582090","name":"Fanlization","avatar":"https://static.tigerbbs.com/4ff33c5fed6426a68a814ef72a46d188","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095630847582090","authorIdStr":"4095630847582090"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/230126338162960","repostId":"1150989292","repostType":4,"repost":{"id":"1150989292","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":1697200466,"share":"https://ttm.financial/m/news/1150989292?lang=&edition=full","pubTime":"2023-10-13 20:34","market":"us","language":"zh","title":"盘前 | 一中概股暴涨56%，京东跌超4%，油价、金价拉升","url":"https://stock-news.laohu8.com/highlight/detail?id=1150989292","media":"老虎资讯综合","summary":"美股三大指数期货在盘前时段涨跌不一。","content":"<html><head></head><body><p>10月13日周五，美股三大指数期货在盘前时段涨跌不一。美国9月CPI高于预期，加剧了人们对美联储再次加息的预期。同时，中东地区紧张的局势强化了市场的谨慎情绪。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7467e44822245180062e42d1eb29da6\" title=\"\" tg-width=\"884\" tg-height=\"326\"/></p><h3 id=\"id_1377664035\">个股盘前走势</h3><p>中国无人机巨头亿航智能盘前暴涨56%，消息面上，公司无人驾驶载人航空器系统取得中国民航局颁发的合格证。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab5219ba4ca43721075ede29c0972370\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p>京东跌超4%。今日京东港股大跌11.47%。消息面上，京东股价被国际投行一致看淡：摩根士丹利将目标价从55美元大削四成至33美元；花旗将目标价从64美元下调至43美元；杰弗瑞将目标价从97美元下调至80美元；野村将目标价从48美元下调至45美元，港股目标价从187港元下调至174港元。</p><p><strong>同时，京东发言人表示：关注到有谣言称“刘姓商人涉嫌违法被抓”，已报案。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/101e849923cec14ace5b6ee7825efc35\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p>阿里巴巴跌0.24%。中国证监会已于近日接收菜鸟在香港上市的申请材料。</p><p>摩根大通涨约1%。三季度营收为407亿美元，超过399亿美元的普遍预期，同比飙升了21%。净利润增至132亿美元，也大幅高于分析师预测的119亿美元。</p><p>富国银行涨2.57%。第三季度EPS为1.48美元，高于分析师预期的1.24美元。不过，当季营收为208.6亿美元，低于市场普遍预期的2011.1亿美元。</p><p>花旗涨2.6%。三季度营收、净利润、每股收益均高于预期。</p><p>贝莱德跌1.76%。贝莱德三季度营收45.22亿美元，市场预期45.44亿美元，去年同期43.11亿美元。</p><p>联合健康涨0.5%。联合健康Q3营收924亿美元，市场预估911.5亿美元；调整后每股收益6.56美元，市场预估6.32美元。</p><p>波音跌2.41%。波音和Spirit航空系统公司已经加强了对737 Max 8飞机尾部压力舱壁结构的检查力度。加强检查可能会减慢飞机生产速度，而波音急需增加产量。</p><p>微软跌0.12%.英国竞争与市场管理局批准了经调整后的微软-动视暴雪交易。</p><p>雪佛龙涨1.53%。传雪佛龙与澳洲LNG工会谈判取得进展，但未达成协议。</p><h3 id=\"id_1052657966\">大宗商品</h3><p><strong>WTI原油期货价格持续拉升，涨幅超4%。有迹象显示以色列在为地面进攻加沙做准备。此外，美国首次制裁运载俄罗斯原油的油轮船东，可能令本已紧张的全球供应承压。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/616bbf5dd8b794ed6fc36ff78f51cc92\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>国际金价持续拉升，涨幅超2%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6ca5dff05f72d6eef513f15a812b80c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></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>盘前 | 一中概股暴涨56%，京东跌超4%，油价、金价拉升</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{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n盘前 | 一中概股暴涨56%，京东跌超4%，油价、金价拉升\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\">2023-10-13 20:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月13日周五，美股三大指数期货在盘前时段涨跌不一。美国9月CPI高于预期，加剧了人们对美联储再次加息的预期。同时，中东地区紧张的局势强化了市场的谨慎情绪。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7467e44822245180062e42d1eb29da6\" title=\"\" tg-width=\"884\" tg-height=\"326\"/></p><h3 id=\"id_1377664035\">个股盘前走势</h3><p>中国无人机巨头亿航智能盘前暴涨56%，消息面上，公司无人驾驶载人航空器系统取得中国民航局颁发的合格证。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab5219ba4ca43721075ede29c0972370\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p>京东跌超4%。今日京东港股大跌11.47%。消息面上，京东股价被国际投行一致看淡：摩根士丹利将目标价从55美元大削四成至33美元；花旗将目标价从64美元下调至43美元；杰弗瑞将目标价从97美元下调至80美元；野村将目标价从48美元下调至45美元，港股目标价从187港元下调至174港元。</p><p><strong>同时，京东发言人表示：关注到有谣言称“刘姓商人涉嫌违法被抓”，已报案。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/101e849923cec14ace5b6ee7825efc35\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p>阿里巴巴跌0.24%。中国证监会已于近日接收菜鸟在香港上市的申请材料。</p><p>摩根大通涨约1%。三季度营收为407亿美元，超过399亿美元的普遍预期，同比飙升了21%。净利润增至132亿美元，也大幅高于分析师预测的119亿美元。</p><p>富国银行涨2.57%。第三季度EPS为1.48美元，高于分析师预期的1.24美元。不过，当季营收为208.6亿美元，低于市场普遍预期的2011.1亿美元。</p><p>花旗涨2.6%。三季度营收、净利润、每股收益均高于预期。</p><p>贝莱德跌1.76%。贝莱德三季度营收45.22亿美元，市场预期45.44亿美元，去年同期43.11亿美元。</p><p>联合健康涨0.5%。联合健康Q3营收924亿美元，市场预估911.5亿美元；调整后每股收益6.56美元，市场预估6.32美元。</p><p>波音跌2.41%。波音和Spirit航空系统公司已经加强了对737 Max 8飞机尾部压力舱壁结构的检查力度。加强检查可能会减慢飞机生产速度，而波音急需增加产量。</p><p>微软跌0.12%.英国竞争与市场管理局批准了经调整后的微软-动视暴雪交易。</p><p>雪佛龙涨1.53%。传雪佛龙与澳洲LNG工会谈判取得进展，但未达成协议。</p><h3 id=\"id_1052657966\">大宗商品</h3><p><strong>WTI原油期货价格持续拉升，涨幅超4%。有迹象显示以色列在为地面进攻加沙做准备。此外，美国首次制裁运载俄罗斯原油的油轮船东，可能令本已紧张的全球供应承压。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/616bbf5dd8b794ed6fc36ff78f51cc92\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>国际金价持续拉升，涨幅超2%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6ca5dff05f72d6eef513f15a812b80c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{"JD":"京东","EH":"亿航智能"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150989292","content_text":"10月13日周五，美股三大指数期货在盘前时段涨跌不一。美国9月CPI高于预期，加剧了人们对美联储再次加息的预期。同时，中东地区紧张的局势强化了市场的谨慎情绪。个股盘前走势中国无人机巨头亿航智能盘前暴涨56%，消息面上，公司无人驾驶载人航空器系统取得中国民航局颁发的合格证。京东跌超4%。今日京东港股大跌11.47%。消息面上，京东股价被国际投行一致看淡：摩根士丹利将目标价从55美元大削四成至33美元；花旗将目标价从64美元下调至43美元；杰弗瑞将目标价从97美元下调至80美元；野村将目标价从48美元下调至45美元，港股目标价从187港元下调至174港元。同时，京东发言人表示：关注到有谣言称“刘姓商人涉嫌违法被抓”，已报案。阿里巴巴跌0.24%。中国证监会已于近日接收菜鸟在香港上市的申请材料。摩根大通涨约1%。三季度营收为407亿美元，超过399亿美元的普遍预期，同比飙升了21%。净利润增至132亿美元，也大幅高于分析师预测的119亿美元。富国银行涨2.57%。第三季度EPS为1.48美元，高于分析师预期的1.24美元。不过，当季营收为208.6亿美元，低于市场普遍预期的2011.1亿美元。花旗涨2.6%。三季度营收、净利润、每股收益均高于预期。贝莱德跌1.76%。贝莱德三季度营收45.22亿美元，市场预期45.44亿美元，去年同期43.11亿美元。联合健康涨0.5%。联合健康Q3营收924亿美元，市场预估911.5亿美元；调整后每股收益6.56美元，市场预估6.32美元。波音跌2.41%。波音和Spirit航空系统公司已经加强了对737 Max 8飞机尾部压力舱壁结构的检查力度。加强检查可能会减慢飞机生产速度，而波音急需增加产量。微软跌0.12%.英国竞争与市场管理局批准了经调整后的微软-动视暴雪交易。雪佛龙涨1.53%。传雪佛龙与澳洲LNG工会谈判取得进展，但未达成协议。大宗商品WTI原油期货价格持续拉升，涨幅超4%。有迹象显示以色列在为地面进攻加沙做准备。此外，美国首次制裁运载俄罗斯原油的油轮船东，可能令本已紧张的全球供应承压。国际金价持续拉升，涨幅超2%。","news_type":1,"symbols_score_info":{"EH":1.1,"JD":1.1}},"isVote":1,"tweetType":1,"viewCount":1181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":222623689396336,"gmtCreate":1695378857323,"gmtModify":1695378858776,"author":{"id":"4095630847582090","authorId":"4095630847582090","name":"Fanlization","avatar":"https://static.tigerbbs.com/4ff33c5fed6426a68a814ef72a46d188","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095630847582090","authorIdStr":"4095630847582090"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/222623689396336","repostId":"222641661218832","repostType":1,"repost":{"id":222641661218832,"gmtCreate":1695375795415,"gmtModify":1745308656714,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"港股周报：重磅利好要来了？","htmlText":"本周，港股行情萎靡，但周五一根2.28%的大阳线让投资者重新看到希望。消息面上，市场盛传各类利好消息，如路透社消息:据传中国政府计划将于9月22日推出一系列救市举措，限制融券做空，成立平准基金等：再如彭博社传出的消息，称中国正考虑放宽外资对部分A股持股上限，但目前讨论尚处初期阶段。目前，该消息未获官方证实。港股方面也有好消息传来，昨天，香港行政长官李家超在出席金融服务界国庆酒会时表示，近日，促进股票市场流动性专责小组正加紧开会深入研究促进市场流动性的措施，并会向其提交建议报告，相信香港有好多“好桥”（好主意），金融界亦不例外，期待金融界人士向专责小组提出更多“好桥”建议，让小组集思广益。重磅利好或许已在路上！板块方面，本周材料和医疗保健表现较好，其他板块多数下跌，跌幅最大的依然是房地产，主要是前期大涨之后，地产销售数据并未明显改善：南下资金本周净流入144亿港币，但令人意外的是周五港股大涨之下，南下资金竟然选择获利了结：下周，港A股将迎来中秋、国庆假期，港股通将关闭数日，投资者敬请注意。本周港股大事件：1.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;名创优品发布年度业绩，净利润17.69亿元，同比增加177.2%，有意购回最多价值2亿美元的美国存托股份；2.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 中国最大的以平台为中心的决策类人工智能公司第四范式本周招股，下周四上市交易；3.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 《十四届全国人大常委会立法规划》对外公布，房地产税立法并未出现在本次立法规划中；4.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 贝莱德首席中国经济学家宋宇、贝莱德基金首席投资官陆文杰在接受中国证券报采访时表示，对中国股票态度积极，当前存在底部超配的价值；5.&nbsp;&amp;nb","listText":"本周，港股行情萎靡，但周五一根2.28%的大阳线让投资者重新看到希望。消息面上，市场盛传各类利好消息，如路透社消息:据传中国政府计划将于9月22日推出一系列救市举措，限制融券做空，成立平准基金等：再如彭博社传出的消息，称中国正考虑放宽外资对部分A股持股上限，但目前讨论尚处初期阶段。目前，该消息未获官方证实。港股方面也有好消息传来，昨天，香港行政长官李家超在出席金融服务界国庆酒会时表示，近日，促进股票市场流动性专责小组正加紧开会深入研究促进市场流动性的措施，并会向其提交建议报告，相信香港有好多“好桥”（好主意），金融界亦不例外，期待金融界人士向专责小组提出更多“好桥”建议，让小组集思广益。重磅利好或许已在路上！板块方面，本周材料和医疗保健表现较好，其他板块多数下跌，跌幅最大的依然是房地产，主要是前期大涨之后，地产销售数据并未明显改善：南下资金本周净流入144亿港币，但令人意外的是周五港股大涨之下，南下资金竟然选择获利了结：下周，港A股将迎来中秋、国庆假期，港股通将关闭数日，投资者敬请注意。本周港股大事件：1.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;名创优品发布年度业绩，净利润17.69亿元，同比增加177.2%，有意购回最多价值2亿美元的美国存托股份；2.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 中国最大的以平台为中心的决策类人工智能公司第四范式本周招股，下周四上市交易；3.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 《十四届全国人大常委会立法规划》对外公布，房地产税立法并未出现在本次立法规划中；4.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 贝莱德首席中国经济学家宋宇、贝莱德基金首席投资官陆文杰在接受中国证券报采访时表示，对中国股票态度积极，当前存在底部超配的价值；5.&nbsp;&amp;nb","text":"本周，港股行情萎靡，但周五一根2.28%的大阳线让投资者重新看到希望。消息面上，市场盛传各类利好消息，如路透社消息:据传中国政府计划将于9月22日推出一系列救市举措，限制融券做空，成立平准基金等：再如彭博社传出的消息，称中国正考虑放宽外资对部分A股持股上限，但目前讨论尚处初期阶段。目前，该消息未获官方证实。港股方面也有好消息传来，昨天，香港行政长官李家超在出席金融服务界国庆酒会时表示，近日，促进股票市场流动性专责小组正加紧开会深入研究促进市场流动性的措施，并会向其提交建议报告，相信香港有好多“好桥”（好主意），金融界亦不例外，期待金融界人士向专责小组提出更多“好桥”建议，让小组集思广益。重磅利好或许已在路上！板块方面，本周材料和医疗保健表现较好，其他板块多数下跌，跌幅最大的依然是房地产，主要是前期大涨之后，地产销售数据并未明显改善：南下资金本周净流入144亿港币，但令人意外的是周五港股大涨之下，南下资金竟然选择获利了结：下周，港A股将迎来中秋、国庆假期，港股通将关闭数日，投资者敬请注意。本周港股大事件：1. 名创优品发布年度业绩，净利润17.69亿元，同比增加177.2%，有意购回最多价值2亿美元的美国存托股份；2. 中国最大的以平台为中心的决策类人工智能公司第四范式本周招股，下周四上市交易；3. 《十四届全国人大常委会立法规划》对外公布，房地产税立法并未出现在本次立法规划中；4. 贝莱德首席中国经济学家宋宇、贝莱德基金首席投资官陆文杰在接受中国证券报采访时表示，对中国股票态度积极，当前存在底部超配的价值；5. &nb","images":[{"img":"https://static.tigerbbs.com/5a02447c1bdaea67ef96c740ef10df12","width":"800","height":"230"},{"img":"https://static.tigerbbs.com/a731beee557e7a4ecb9bfc6082b6ff70","width":"1090","height":"546"},{"img":"https://static.tigerbbs.com/ef7b274cd370cddaaa14e5c49f1a3489","width":"1110","height":"544"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/222641661218832","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":217690603417688,"gmtCreate":1694181667098,"gmtModify":1694181668625,"author":{"id":"4095630847582090","authorId":"4095630847582090","name":"Fanlization","avatar":"https://static.tigerbbs.com/4ff33c5fed6426a68a814ef72a46d188","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095630847582090","authorIdStr":"4095630847582090"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/217690603417688","repostId":"1183967577","repostType":4,"repost":{"id":"1183967577","kind":"news","pubTimestamp":1694181202,"share":"https://ttm.financial/m/news/1183967577?lang=&edition=full","pubTime":"2023-09-08 21:53","market":"us","language":"zh","title":"空中出租车公司Archer Aviation年内暴涨，木头姐继续抢筹","url":"https://stock-news.laohu8.com/highlight/detail?id=1183967577","media":"智通财经网","summary":"Archer Aviation生产可在城市运行的电动垂直起降飞机。","content":"<html><head></head><body><p>“木头姐”凯西·伍德旗下的方舟投资(ARK INVEST)周四继续抢购Archer Aviation。旗舰基金ARK Innovation ETF(ARKK)买入199,949股Archer Aviation股票，ARK Autonomous Technology &amp; Robotics ETF (ARKQ)购买了26,067股， ARK Space Exploration &amp; Innovation ETF (ARKX) 购买了7,334股。</p><p style=\"text-align: justify;\">总部位于加州圣克拉拉的Archer Aviation年内涨幅234%，目前位列ARKQ基金的前十大持仓股。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e25e4104d23fe58f2eb83396fd0c51c\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">Archer Aviation生产可在城市运行的电动垂直起降飞机，目标是创建一个强大的空中出租车服务。</p><p style=\"text-align: justify;\">Archer Aviation最近获得了一笔2.15亿美元的投资，投资方包括Stellantis NV、波音、联合大陆航空、方舟投资。这轮投资包括今年早些时候达成的战略融资协议规定的Stellantis 加速投资7000万美元，该协议下还有5500万美元的剩余资金。</p><p style=\"text-align: justify;\">Archer Aviation在声明中表示：“Stellantis的承诺是无与伦比的，从其提供加速Archer业务目标所需的制造专业知识和资本的远见，到首席执行官Carlos Tavares和首席工程技术官Ned Curic的战略愿景和坚定支持。”</p><p style=\"text-align: justify;\">Archer Aviation还表示，已与波音和Wisk达成协议，将开展自主飞行合作，并解决诉讼事宜。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>空中出租车公司Archer Aviation年内暴涨，木头姐继续抢筹</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n空中出租车公司Archer Aviation年内暴涨，木头姐继续抢筹\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-08 21:53 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/992759.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“木头姐”凯西·伍德旗下的方舟投资(ARK INVEST)周四继续抢购Archer Aviation。旗舰基金ARK Innovation ETF(ARKK)买入199,949股Archer Aviation股票，ARK Autonomous Technology & Robotics ETF (ARKQ)购买了26,067股， ARK Space Exploration & Innovation...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/992759.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/8b5705930e46389507e8b9cc4f61907c","relate_stocks":{},"source_url":"https://www.zhitongcaijing.com/content/detail/992759.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1183967577","content_text":"“木头姐”凯西·伍德旗下的方舟投资(ARK INVEST)周四继续抢购Archer Aviation。旗舰基金ARK Innovation ETF(ARKK)买入199,949股Archer Aviation股票，ARK Autonomous Technology & Robotics ETF (ARKQ)购买了26,067股， ARK Space Exploration & Innovation ETF (ARKX) 购买了7,334股。总部位于加州圣克拉拉的Archer Aviation年内涨幅234%，目前位列ARKQ基金的前十大持仓股。Archer Aviation生产可在城市运行的电动垂直起降飞机，目标是创建一个强大的空中出租车服务。Archer Aviation最近获得了一笔2.15亿美元的投资，投资方包括Stellantis NV、波音、联合大陆航空、方舟投资。这轮投资包括今年早些时候达成的战略融资协议规定的Stellantis 加速投资7000万美元，该协议下还有5500万美元的剩余资金。Archer Aviation在声明中表示：“Stellantis的承诺是无与伦比的，从其提供加速Archer业务目标所需的制造专业知识和资本的远见，到首席执行官Carlos Tavares和首席工程技术官Ned Curic的战略愿景和坚定支持。”Archer Aviation还表示，已与波音和Wisk达成协议，将开展自主飞行合作，并解决诉讼事宜。","news_type":1,"symbols_score_info":{"ACHR":1.1}},"isVote":1,"tweetType":1,"viewCount":1456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":207466783289568,"gmtCreate":1691679703058,"gmtModify":1691679704619,"author":{"id":"4095630847582090","authorId":"4095630847582090","name":"Fanlization","avatar":"https://static.tigerbbs.com/4ff33c5fed6426a68a814ef72a46d188","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095630847582090","authorIdStr":"4095630847582090"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/207466783289568","repostId":"1186584854","repostType":2,"repost":{"id":"1186584854","kind":"news","pubTimestamp":1691630102,"share":"https://ttm.financial/m/news/1186584854?lang=&edition=full","pubTime":"2023-08-10 09:15","market":"us","language":"zh","title":"“股神”奥尼尔：26个月内大赚20倍的投资方法","url":"https://stock-news.laohu8.com/highlight/detail?id=1186584854","media":"红与绿","summary":"在你的决策错误时，尽量亏最少的钱。","content":"<html><head></head><body><blockquote>在股市赢大钱的秘密，并不是每次都做出正确的决定，而是要在你的决策错误时，尽量亏最少的钱。</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3116fd644eafa27b63de82197dfd80d5\" title=\"\" tg-width=\"660\" tg-height=\"697\"/></p><p style=\"text-align: justify;\">能够建立一套有效的投资法则是每一位交易者梦寐以求的事情，而每个成功的交易者都拥有一套属于自己的投资体系。今天向大家介绍的是美国知名投资家、企业家兼作家及股票经纪人威廉·奥尼尔（William J. O’Neil）是如何自创著名的“CANSLIM”选股投资法则，并在投资实操中创下26个月内大赚20倍的纪录。奥尼尔以及其投资策略“CANSLIM”被人称为“散户灯塔”，该策略究竟有什么过人之处？</p><h2 id=\"id_1701131234\" style=\"text-align: justify;\">1、 用500美元投资变20万美元</h2><p style=\"text-align: justify;\">奥尼尔于1933年出在俄克拉荷马城，毕业于南卫理公会大学（Southern Methodist University，在获得商科学士后，便在美国空军服役。1962年-1963年期间，21岁的他开始以500美元展开其投资生涯，通过宝洁、克莱斯勒、Syntex等两三只股票的交易，8年后，他的投资由当初的500美元变成了20万美元。</p><p style=\"text-align: justify;\">奥尼尔曾经提到，“一般来说，<strong>股票交易要成功，需要具备三项要素：有效的股票选择程序，风险的控制以及对所述的前两项要素严格执行的纪律。”</strong></p><h2 id=\"id_30360874\" style=\"text-align: justify;\">2、创下26个月内大赚20倍纪录</h2><p style=\"text-align: justify;\">从空军退役后，奥尼尔在洛杉矶的海登·斯通（Hayden, Stone &amp; Company）证券公司担任经纪人及在哈佛大学的管理发展所（PMD：Program for Management Development）研究期间，开始研究美国股票史上涨幅最大的股票所具有的特性，发展出著名的“CANSLIM”选股投资法则，他以CANSLIM的方法进行实际投资，创下在26个月内大赚20倍的纪录。</p><h2 id=\"id_1293127763\" style=\"text-align: justify;\">3、投资大亨、企业家与作家多重身份</h2><p style=\"text-align: justify;\">29岁的奥尼尔创立威廉·奥尼尔公司（William O’Neil &amp; Co.,Inc.），30岁买下纽交所席位，成为当时最年轻的交易席位拥有者。1984年创立了知名的财经日报和网站——商业报纸《投资者商业日报》（IBD），成为唯一可以和华尔街日报（The Wall Street Journal）媲美的投资日报。值得一提的是，2021年5月，“媒体大亨”默多克执掌的新闻集团以2.75亿美元收购了《投资者商业日报》，并将其纳入道琼斯公司。</p><p style=\"text-align: justify;\">另外，奥尼尔还有曾经写过4本投资著作，其中《股票投资的24堂必修课》，从选股、选基金，再到寻找买卖点等投资策略都有提及到；另外，还有一本著名的书籍就是《笑傲股市》，该书堪称交易界的经典之作。奥尼尔是技术分析的坚定拥护者，在著述本书的过程中，他分析了100多年的股票价格数据，以便更好地了解技术分析的各种原则。</p><p style=\"text-align: justify;\">本书为全球畅销书，作者通过各式各样的市场，向全球数百万个人投资者传授累积财富的秘密。该书通过奥尼尔的CANSLIM®投资系统，一套让风险极小化且通过考验的七步骤流程，拥有强大的力量，已经对数个时代的交易者造成深远的影响。</p><h2 id=\"id_673927369\" style=\"text-align: justify;\">4、“CANSLIM”选股投资法则</h2><p style=\"text-align: justify;\">十余年前，威廉·奥尼尔公司就已成为全球主要基金经理人最喜爱的投资顾问公司之一，有超过600位基金经理人听取威廉·奥尼尔的投资建议，而《投资者商业日报》的全美订阅人数曾超过30万人，对股市的影响非常大，威廉·奥尼尔公司目前仍担任其旗下五家公司的董事长，并持续以演讲的方式宣扬其“CANSLIM”的投资策略。</p><p style=\"text-align: justify;\">接下来让我们来认识一下CANSLIM投资法则。CANSLIM各个字母分别代表一项个股特性，其中CAN为个股基本面，SLIM为技术面。</p><p style=\"text-align: justify;\">以下将为大家介绍这个投资理论。</p><p style=\"text-align: justify;\"><strong>C - 目前盈利：</strong>寻找当前净盈利同比大幅增长的公司，增幅越大越好，最少要有18%-20%（Current quarterly earning per share must be up at least 18~20%）。</p><p style=\"text-align: justify;\"><strong>A - 年收益：</strong>寻找年度盈利正持续增长的公司。过去5年盈余显著增长，复合增长率15%-50%或以上（Annual earning per share should be meaningful growth over the last five years, the annual compounded growth rate of earnings in the superior firms should be from 15% to 50%, or even more per year）。</p><p style=\"text-align: justify;\"><strong>N - 新因素：</strong>CAN SLIM最大赢家是有一些创新因素，包括新产品，新管理层，价格创新高等，忘了低价股，低价股通常有其理由存在。（Buy companies with new products, new management, or significant new changes in their industry conditions, and most important, buy stocks as they initially make new highs in price. Forget cheap stocks—they are usually cheap for a good reason）。</p><p style=\"text-align: justify;\"><strong>S - 供给与需求：</strong>假如数量有限的股票遇上强劲需求将推动价格上升。相反，股份发行过量碰上需求疲软将导致价格下降。流通在外股份数量少或在合理水平范围内（Shares outstanding should be small or of reasonable number, not large capitalization, older companies）。</p><p style=\"text-align: justify;\"><strong>L - 强势股还是弱势股：</strong>强势股是代表那些表现出最大的盈利增长，强劲的销售，和优越的股价表现的企业，并且公司处于领先的行业当中。并要适应在高价位买入，在更高的价位卖出。(Leader or Laggard：the 500 best performing stocks from 1953 to 1990 averaged a relative price strength of 87)</p><p style=\"text-align: justify;\"><strong>I - 机构持股：</strong>基金，银行和其他专业投资机构都是推动市场的动力要素。一只股票有最佳表现，必须有机构投资者的支持，去推动其价格走势。(Institutional sponsorship：Buy stocks with at least a few institutional sponsors with better than average recent performance records)</p><p style=\"text-align: justify;\"><strong>M - 市场趋势：</strong>跟随市场趋势，并确认于市场涨势的情况下入市，并在调整时静观其变。(Market Direction)</p><h2 id=\"id_1942924333\" style=\"text-align: justify;\">5、给散户的忠告</h2><p style=\"text-align: justify;\">他提到，即使是最成功的投资者都会犯错。这些不好的决策，将导致人们产生亏损，而如果你没有遵守纪律、不够谨慎，其中某些亏损甚至可能变得非常糟糕。</p><p style=\"text-align: justify;\"><strong>你必须接受一个事实，选股与时机的掌握经常都会出错，即使是最有经验的专业投资者也会犯错，而放任亏损不断扩大，是所有投资错误中最严重的一个。</strong></p><p style=\"text-align: justify;\">散户投资者一定要设定坚定的法则，把投资到每一只股票的最大损失，限制在原始资本的7%-8%之间。</p><p style=\"text-align: justify;\">当股价下跌时，即使你不卖出，你还是得承担损失，所以最好卖掉股票并换回现金，这时候你才能够以更客观的态度来思考一切的事情。</p><p style=\"text-align: justify;\">奥尼尔认为那些会对自己说“我不担心我的股价下跌，因为它们是好股票，而且还继续收到股利”是非常危险，而且可能很愚蠢的。</p><p style=\"text-align: justify;\">在错的时机买进的好股票，也可能会跌得和烂股票一样多，而且它们可能根本就不是那么好的股票，只不过是你自己一厢情愿认为它们好而已。</p><p style=\"text-align: justify;\">股市里没有什么事是确定的，也没有安全的股票，任何股票都可能在任何时刻下跌，而且你绝对无法知道它会跌多少。</p><p style=\"text-align: justify;\">超级成功的散户投资者第一条法则：一定要执行止损，限制每一笔亏损的金额，要做到这一点，需要无限的纪律和勇气。</p><p style=\"text-align: justify;\">当你的决策可能错误时，必须承认错误，并毫不犹豫地卖出，在亏损尚未扩大前执行止损。你必须顺势而为，不要试图要求市场来配合你。</p><p style=\"text-align: justify;\"><strong>在股市赢大钱的秘密，并不是每次都做出正确的决定，而是要在你的决策错误时，尽量亏最少的钱。</strong></p><h2 id=\"id_2838690789\" style=\"text-align: justify;\">6、总结</h2><p style=\"text-align: justify;\">一般而言，投资股票要获得成功需要三项基本要件：即一套有效的选股策略、风险管理以及遵守上述两项要件的纪律。而威廉·欧奥尼尔就是一个最好的范例。他设计出一套非常高明的选股方法CANSLIM，和一套控制风险的原则。同时，他也很有纪律地执行自己的选股策略与风险管理原则。</p></body></html>","source":"lsy1584353588345","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“股神”奥尼尔：26个月内大赚20倍的投资方法\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-10 09:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/fk_w3N8JGx4Z6xYWvmm2mQ?global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A4%7D><strong>红与绿</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在股市赢大钱的秘密，并不是每次都做出正确的决定，而是要在你的决策错误时，尽量亏最少的钱。能够建立一套有效的投资法则是每一位交易者梦寐以求的事情，而每个成功的交易者都拥有一套属于自己的投资体系。今天向大家介绍的是美国知名投资家、企业家兼作家及股票经纪人威廉·奥尼尔（William J. O’Neil）是如何自创著名的“CANSLIM”选股投资法则，并在投资实操中创下26个月内大赚20倍的纪录。奥尼尔...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/fk_w3N8JGx4Z6xYWvmm2mQ?global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A4%7D\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3116fd644eafa27b63de82197dfd80d5","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://mp.weixin.qq.com/s/fk_w3N8JGx4Z6xYWvmm2mQ?global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A4%7D","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186584854","content_text":"在股市赢大钱的秘密，并不是每次都做出正确的决定，而是要在你的决策错误时，尽量亏最少的钱。能够建立一套有效的投资法则是每一位交易者梦寐以求的事情，而每个成功的交易者都拥有一套属于自己的投资体系。今天向大家介绍的是美国知名投资家、企业家兼作家及股票经纪人威廉·奥尼尔（William J. O’Neil）是如何自创著名的“CANSLIM”选股投资法则，并在投资实操中创下26个月内大赚20倍的纪录。奥尼尔以及其投资策略“CANSLIM”被人称为“散户灯塔”，该策略究竟有什么过人之处？1、 用500美元投资变20万美元奥尼尔于1933年出在俄克拉荷马城，毕业于南卫理公会大学（Southern Methodist University，在获得商科学士后，便在美国空军服役。1962年-1963年期间，21岁的他开始以500美元展开其投资生涯，通过宝洁、克莱斯勒、Syntex等两三只股票的交易，8年后，他的投资由当初的500美元变成了20万美元。奥尼尔曾经提到，“一般来说，股票交易要成功，需要具备三项要素：有效的股票选择程序，风险的控制以及对所述的前两项要素严格执行的纪律。”2、创下26个月内大赚20倍纪录从空军退役后，奥尼尔在洛杉矶的海登·斯通（Hayden, Stone & Company）证券公司担任经纪人及在哈佛大学的管理发展所（PMD：Program for Management Development）研究期间，开始研究美国股票史上涨幅最大的股票所具有的特性，发展出著名的“CANSLIM”选股投资法则，他以CANSLIM的方法进行实际投资，创下在26个月内大赚20倍的纪录。3、投资大亨、企业家与作家多重身份29岁的奥尼尔创立威廉·奥尼尔公司（William O’Neil & Co.,Inc.），30岁买下纽交所席位，成为当时最年轻的交易席位拥有者。1984年创立了知名的财经日报和网站——商业报纸《投资者商业日报》（IBD），成为唯一可以和华尔街日报（The Wall Street Journal）媲美的投资日报。值得一提的是，2021年5月，“媒体大亨”默多克执掌的新闻集团以2.75亿美元收购了《投资者商业日报》，并将其纳入道琼斯公司。另外，奥尼尔还有曾经写过4本投资著作，其中《股票投资的24堂必修课》，从选股、选基金，再到寻找买卖点等投资策略都有提及到；另外，还有一本著名的书籍就是《笑傲股市》，该书堪称交易界的经典之作。奥尼尔是技术分析的坚定拥护者，在著述本书的过程中，他分析了100多年的股票价格数据，以便更好地了解技术分析的各种原则。本书为全球畅销书，作者通过各式各样的市场，向全球数百万个人投资者传授累积财富的秘密。该书通过奥尼尔的CANSLIM®投资系统，一套让风险极小化且通过考验的七步骤流程，拥有强大的力量，已经对数个时代的交易者造成深远的影响。4、“CANSLIM”选股投资法则十余年前，威廉·奥尼尔公司就已成为全球主要基金经理人最喜爱的投资顾问公司之一，有超过600位基金经理人听取威廉·奥尼尔的投资建议，而《投资者商业日报》的全美订阅人数曾超过30万人，对股市的影响非常大，威廉·奥尼尔公司目前仍担任其旗下五家公司的董事长，并持续以演讲的方式宣扬其“CANSLIM”的投资策略。接下来让我们来认识一下CANSLIM投资法则。CANSLIM各个字母分别代表一项个股特性，其中CAN为个股基本面，SLIM为技术面。以下将为大家介绍这个投资理论。C - 目前盈利：寻找当前净盈利同比大幅增长的公司，增幅越大越好，最少要有18%-20%（Current quarterly earning per share must be up at least 18~20%）。A - 年收益：寻找年度盈利正持续增长的公司。过去5年盈余显著增长，复合增长率15%-50%或以上（Annual earning per share should be meaningful growth over the last five years, the annual compounded growth rate of earnings in the superior firms should be from 15% to 50%, or even more per year）。N - 新因素：CAN SLIM最大赢家是有一些创新因素，包括新产品，新管理层，价格创新高等，忘了低价股，低价股通常有其理由存在。（Buy companies with new products, new management, or significant new changes in their industry conditions, and most important, buy stocks as they initially make new highs in price. Forget cheap stocks—they are usually cheap for a good reason）。S - 供给与需求：假如数量有限的股票遇上强劲需求将推动价格上升。相反，股份发行过量碰上需求疲软将导致价格下降。流通在外股份数量少或在合理水平范围内（Shares outstanding should be small or of reasonable number, not large capitalization, older companies）。L - 强势股还是弱势股：强势股是代表那些表现出最大的盈利增长，强劲的销售，和优越的股价表现的企业，并且公司处于领先的行业当中。并要适应在高价位买入，在更高的价位卖出。(Leader or Laggard：the 500 best performing stocks from 1953 to 1990 averaged a relative price strength of 87)I - 机构持股：基金，银行和其他专业投资机构都是推动市场的动力要素。一只股票有最佳表现，必须有机构投资者的支持，去推动其价格走势。(Institutional sponsorship：Buy stocks with at least a few institutional sponsors with better than average recent performance records)M - 市场趋势：跟随市场趋势，并确认于市场涨势的情况下入市，并在调整时静观其变。(Market Direction)5、给散户的忠告他提到，即使是最成功的投资者都会犯错。这些不好的决策，将导致人们产生亏损，而如果你没有遵守纪律、不够谨慎，其中某些亏损甚至可能变得非常糟糕。你必须接受一个事实，选股与时机的掌握经常都会出错，即使是最有经验的专业投资者也会犯错，而放任亏损不断扩大，是所有投资错误中最严重的一个。散户投资者一定要设定坚定的法则，把投资到每一只股票的最大损失，限制在原始资本的7%-8%之间。当股价下跌时，即使你不卖出，你还是得承担损失，所以最好卖掉股票并换回现金，这时候你才能够以更客观的态度来思考一切的事情。奥尼尔认为那些会对自己说“我不担心我的股价下跌，因为它们是好股票，而且还继续收到股利”是非常危险，而且可能很愚蠢的。在错的时机买进的好股票，也可能会跌得和烂股票一样多，而且它们可能根本就不是那么好的股票，只不过是你自己一厢情愿认为它们好而已。股市里没有什么事是确定的，也没有安全的股票，任何股票都可能在任何时刻下跌，而且你绝对无法知道它会跌多少。超级成功的散户投资者第一条法则：一定要执行止损，限制每一笔亏损的金额，要做到这一点，需要无限的纪律和勇气。当你的决策可能错误时，必须承认错误，并毫不犹豫地卖出，在亏损尚未扩大前执行止损。你必须顺势而为，不要试图要求市场来配合你。在股市赢大钱的秘密，并不是每次都做出正确的决定，而是要在你的决策错误时，尽量亏最少的钱。6、总结一般而言，投资股票要获得成功需要三项基本要件：即一套有效的选股策略、风险管理以及遵守上述两项要件的纪律。而威廉·欧奥尼尔就是一个最好的范例。他设计出一套非常高明的选股方法CANSLIM，和一套控制风险的原则。同时，他也很有纪律地执行自己的选股策略与风险管理原则。","news_type":1,"symbols_score_info":{".DJI":1.1,".IXIC":1.1,".SPX":1.1}},"isVote":1,"tweetType":1,"viewCount":813,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":207258518003896,"gmtCreate":1691629162210,"gmtModify":1691629163344,"author":{"id":"4095630847582090","authorId":"4095630847582090","name":"Fanlization","avatar":"https://static.tigerbbs.com/4ff33c5fed6426a68a814ef72a46d188","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095630847582090","authorIdStr":"4095630847582090"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/207258518003896","repostId":"2358020620","repostType":2,"repost":{"id":"2358020620","kind":"highlight","pubTimestamp":1691548200,"share":"https://ttm.financial/m/news/2358020620?lang=&edition=full","pubTime":"2023-08-09 10:30","market":"us","language":"en","title":"Benitec Biopharma Inc. Announces Pricing of $30 Million Underwritten Public Offering","url":"https://stock-news.laohu8.com/highlight/detail?id=2358020620","media":"StreetInsider","summary":"HAYWARD, Calif., Aug. 08, 2023 (GLOBE NEWSWIRE) -- Benitec Biopharma Inc. (Nasdaq: BNTC) (“Benitec” or the “Company”), a clinical-stage, gene therapy-focused, biotechnology company developing novel ge","content":"<html><body><div>\n<p>HAYWARD, Calif., Aug. 08, 2023 (GLOBE NEWSWIRE) -- Benitec Biopharma Inc. (Nasdaq: BNTC) (“Benitec” or the “Company”), a clinical-stage, gene therapy-focused, biotechnology company developing novel genetic medicines based on its proprietary DNA-directed RNA interference (\"ddRNAi\") “Silence and Replace” platform, today announced the pricing of its underwritten public offering of 15,544,041 shares of its common stock (or pre-funded warrants to purchase common stock in lieu thereof) and accompanying warrants to purchase up to 15,544,041 shares of common stock. Each share of common stock is being sold together with one common warrant to purchase one share of common stock at a combined offering price of $1.93 and each pre-funded warrant, if any, is being sold together with one common warrant to purchase one share of common stock at a combined offering price of $1.9299. The pre-funded warrants, if any, will be immediately exercisable until exercised in full at an exercise price of $0.0001 per share of common stock. The common warrants will be immediately exercisable at an exercise price of $3.86 per share of common stock and will expire on the fifth anniversary of such initial exercise date. The offering is expected to close on August 11, 2023, subject to customary closing conditions. In addition, Benitec has granted the underwriter a 30 day option to purchase an additional 2,331,606 shares of common stock and/or common warrants to purchase up to an additional 2,331,606 shares of common stock at the public offering price, less discounts and commissions.</p> <p>The aggregate gross proceeds to Benitec from the public offering are expected to be approximately $30 million, prior to deducting underwriting discounts, commissions and other estimated offering expenses. The institutional investors participating in the offering are expected to include Adage Capital Partners LP, Janus Henderson Investors and Suvretta Capital, as well as other new and existing investors.</p> <p>The Company intends to use the net proceeds from this financing to support the clinical development of BB-301, including the natural history lead-in study and the Phase 1b/2a BB-301 treatment study, for the continued advancement of development activities for other existing and new product candidates, for general corporate purposes and for strategic growth opportunities.</p> <p>JMP Securities, A Citizens Company, is acting as sole book-running manager for the offering.</p> <p>The Securities and Exchange Commission (“SEC”) declared effective a registration statement on Form S-1 relating to these securities on August 8, 2023. A final prospectus relating to this offering will be filed with the SEC. The offering is being made only by means of a prospectus. Copies of the prospectus relating to the offering may be obtained, when available, from Citizens JMP Securities, LLC, 600 Montgomery Street, 10th Floor, San Francisco, CA 94111, Attention: Prospectus Department, or by calling (415) 835-8985, or by email at <span>[email protected]</span>. Investors may also obtain these documents at no cost by visiting the SEC’s website at http://www.sec.gov.</p> <p>Before you invest, you should read the prospectus and other documents the Company has filed or will file with the SEC for more complete information about the Company and the offering.</p> <p>This press release shall not constitute an offer to sell or the solicitation of an offer to buy, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.</p> <p><strong>About Benitec Biopharma Inc.</strong></p><div><div><div></div></div></div> <p>Benitec Biopharma Inc. (“Benitec” or the “Company”) is a clinical-stage biotechnology company focused on the advancement of novel genetic medicines with headquarters in Hayward, California. The proprietary DNA-directed RNA interference “Silence and Replace” platform combines RNA interference, or RNAi, with gene therapy to create medicines that simultaneously facilitate sustained silencing of disease-causing genes and concomitant delivery of wildtype replacement genes following a single administration of the therapeutic construct. The Company is developing Silence and Replace-based therapeutics for chronic and life-threatening human conditions including Oculopharyngeal Muscular Dystrophy (OPMD). A comprehensive overview of the Company can be found on Benitec’s website at www.benitec.com.</p> <p><strong>Cautionary Note Concerning Forward-Looking Statements</strong></p> <p>This press release contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, including with respect to the proposed offering. No assurance can be given that the offering discussed above will be completed on the terms described, or at all, or that the proceeds of the offering will be used as indicated. Factors that could cause actual results to differ materially include, but are not limited to, the risk factors described in Benitec’s filings with the SEC. Benitec’s filings can be obtained free of charge on the SEC’s website at www.sec.gov. Except to the extent required by law, Benitec expressly disclaims any obligations or undertaking to release publicly any updates or revisions to any forward-looking statements contained herein to reflect any change in Benitec’s expectations with respect thereto or any change in events, conditions or circumstances on which any statement is based.</p> <p><strong>Investor Relations Contacts</strong>:</p> <p>William WindhamVP, Solebury Strategic CommunicationsPhone: 646-378-2946Email: <span>[email protected]</span></p> <img src=\"https://www.globenewswire.com/newsroom/ti?nf=ODg5MDM0OCM1NzQ1NTI5IzIyNTEwNzE=\"/> <img referrerpolicy=\"no-referrer-when-downgrade\" src=\"https://ml.globenewswire.com/media/ZmI0ZWVmOGQtZmM4Yi00NTZiLTk5MjEtMWUwODlmNmVlNThhLTEyNjI2MjQ=/tiny/Benitec-Biopharma-Inc-.png\"/><p><img border=\"0\" height=\"47\" src=\"https://ml.globenewswire.com/media/627c78fb-57b8-41c6-89da-62599af40dd1/small/logo-png.png\" width=\"150\"/></p>\nSource: Benitec Biopharma Inc. </div></body></html>","source":"highlight_streetinsider","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>Benitec Biopharma Inc. Announces Pricing of $30 Million Underwritten Public Offering</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\">\nBenitec Biopharma Inc. Announces Pricing of $30 Million Underwritten Public Offering\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-09 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=22016003><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>HAYWARD, Calif., Aug. 08, 2023 (GLOBE NEWSWIRE) -- Benitec Biopharma Inc. (Nasdaq: BNTC) (“Benitec” or the “Company”), a clinical-stage, gene therapy-focused, biotechnology company developing novel ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=22016003\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BNTC":"Benitec Biopharma Limited","BK4139":"生物科技"},"source_url":"https://www.streetinsider.com/dr/news.php?id=22016003","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2358020620","content_text":"HAYWARD, Calif., Aug. 08, 2023 (GLOBE NEWSWIRE) -- Benitec Biopharma Inc. (Nasdaq: BNTC) (“Benitec” or the “Company”), a clinical-stage, gene therapy-focused, biotechnology company developing novel genetic medicines based on its proprietary DNA-directed RNA interference (\"ddRNAi\") “Silence and Replace” platform, today announced the pricing of its underwritten public offering of 15,544,041 shares of its common stock (or pre-funded warrants to purchase common stock in lieu thereof) and accompanying warrants to purchase up to 15,544,041 shares of common stock. Each share of common stock is being sold together with one common warrant to purchase one share of common stock at a combined offering price of $1.93 and each pre-funded warrant, if any, is being sold together with one common warrant to purchase one share of common stock at a combined offering price of $1.9299. The pre-funded warrants, if any, will be immediately exercisable until exercised in full at an exercise price of $0.0001 per share of common stock. The common warrants will be immediately exercisable at an exercise price of $3.86 per share of common stock and will expire on the fifth anniversary of such initial exercise date. The offering is expected to close on August 11, 2023, subject to customary closing conditions. In addition, Benitec has granted the underwriter a 30 day option to purchase an additional 2,331,606 shares of common stock and/or common warrants to purchase up to an additional 2,331,606 shares of common stock at the public offering price, less discounts and commissions. The aggregate gross proceeds to Benitec from the public offering are expected to be approximately $30 million, prior to deducting underwriting discounts, commissions and other estimated offering expenses. The institutional investors participating in the offering are expected to include Adage Capital Partners LP, Janus Henderson Investors and Suvretta Capital, as well as other new and existing investors. The Company intends to use the net proceeds from this financing to support the clinical development of BB-301, including the natural history lead-in study and the Phase 1b/2a BB-301 treatment study, for the continued advancement of development activities for other existing and new product candidates, for general corporate purposes and for strategic growth opportunities. JMP Securities, A Citizens Company, is acting as sole book-running manager for the offering. The Securities and Exchange Commission (“SEC”) declared effective a registration statement on Form S-1 relating to these securities on August 8, 2023. A final prospectus relating to this offering will be filed with the SEC. The offering is being made only by means of a prospectus. Copies of the prospectus relating to the offering may be obtained, when available, from Citizens JMP Securities, LLC, 600 Montgomery Street, 10th Floor, San Francisco, CA 94111, Attention: Prospectus Department, or by calling (415) 835-8985, or by email at [email protected]. Investors may also obtain these documents at no cost by visiting the SEC’s website at http://www.sec.gov. Before you invest, you should read the prospectus and other documents the Company has filed or will file with the SEC for more complete information about the Company and the offering. This press release shall not constitute an offer to sell or the solicitation of an offer to buy, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction. About Benitec Biopharma Inc. Benitec Biopharma Inc. (“Benitec” or the “Company”) is a clinical-stage biotechnology company focused on the advancement of novel genetic medicines with headquarters in Hayward, California. The proprietary DNA-directed RNA interference “Silence and Replace” platform combines RNA interference, or RNAi, with gene therapy to create medicines that simultaneously facilitate sustained silencing of disease-causing genes and concomitant delivery of wildtype replacement genes following a single administration of the therapeutic construct. The Company is developing Silence and Replace-based therapeutics for chronic and life-threatening human conditions including Oculopharyngeal Muscular Dystrophy (OPMD). A comprehensive overview of the Company can be found on Benitec’s website at www.benitec.com. Cautionary Note Concerning Forward-Looking Statements This press release contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, including with respect to the proposed offering. No assurance can be given that the offering discussed above will be completed on the terms described, or at all, or that the proceeds of the offering will be used as indicated. Factors that could cause actual results to differ materially include, but are not limited to, the risk factors described in Benitec’s filings with the SEC. Benitec’s filings can be obtained free of charge on the SEC’s website at www.sec.gov. Except to the extent required by law, Benitec expressly disclaims any obligations or undertaking to release publicly any updates or revisions to any forward-looking statements contained herein to reflect any change in Benitec’s expectations with respect thereto or any change in events, conditions or circumstances on which any statement is based. Investor Relations Contacts: William WindhamVP, Solebury Strategic CommunicationsPhone: 646-378-2946Email: [email protected]  \nSource: Benitec Biopharma Inc.","news_type":1,"symbols_score_info":{"BNTC":1}},"isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":442663414510016,"gmtCreate":1749094325425,"gmtModify":1749094327053,"author":{"id":"4095630847582090","authorId":"4095630847582090","name":"Fanlization","avatar":"https://static.tigerbbs.com/4ff33c5fed6426a68a814ef72a46d188","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095630847582090","idStr":"4095630847582090"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442663414510016","repostId":"442403449876528","repostType":1,"repost":{"id":442403449876528,"gmtCreate":1749035579158,"gmtModify":1749089668826,"author":{"id":"36989258284800","authorId":"36989258284800","name":"小虎老师","avatar":"https://static.laohu8.com/6e9d88ae16a2b401169a727cf1457404","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36989258284800","idStr":"36989258284800"},"themes":[],"title":"💰35家百亿市值美股创新高：博通、奈飞、帕兰泰尔，原因及看点分析","htmlText":"截至周二市场收盘，美股在贸易局势缓和与企业盈利预期回升的推动下强劲上涨，三大指数 <a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 全线收涨，有35家百亿美元市值以上的个股创出新高。贸易局势缓和：市场接收到贸易紧张局势缓和的消息，投资者对全球经济前景的信心得到提振，这降低了企业的运营成本和风险，提升了其盈利能力和市场竞争力，是此次美股反弹的重要因素之一。企业盈利预期回升：随着全球经济逐步复苏和企业运营环境改善，企业盈利预期逐渐回升。许多企业在财报中披露了积极的业绩展望和增长计划，如特斯拉披露其廉价新车型将按计划在2025年上半年开始生产，并预期无人驾驶出租车将在2026年投入大规模生产，这些积极前景为市场提供了有力支撑。科技行业发展预期良好：科技股受AI概念持续推动，英伟达等芯片股因AI算力需求增长而表现强劲，带动市场风险偏好回升。同时，市场对美联储降息预期未明显变化，流动性环境维持稳定，也支撑了股指。综上所述，2025年6月3日周二，美股三大股指全线收涨，科技板块领涨，主要受益于贸易局势缓和、企业盈利预期回升、科技行业发展预期良好、市场情绪好转等因素的综合影响。根据TradingView的数据，周二有35只市值超过100亿美元的股票价格创下历史新高。以下是按市值排名的、分析师给出“买入”评级的前10只股票：<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> <a href=\"https://laohu8.com/S/PM\">$菲利普莫里斯(PM)$</a>","listText":"截至周二市场收盘，美股在贸易局势缓和与企业盈利预期回升的推动下强劲上涨，三大指数 <a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 全线收涨，有35家百亿美元市值以上的个股创出新高。贸易局势缓和：市场接收到贸易紧张局势缓和的消息，投资者对全球经济前景的信心得到提振，这降低了企业的运营成本和风险，提升了其盈利能力和市场竞争力，是此次美股反弹的重要因素之一。企业盈利预期回升：随着全球经济逐步复苏和企业运营环境改善，企业盈利预期逐渐回升。许多企业在财报中披露了积极的业绩展望和增长计划，如特斯拉披露其廉价新车型将按计划在2025年上半年开始生产，并预期无人驾驶出租车将在2026年投入大规模生产，这些积极前景为市场提供了有力支撑。科技行业发展预期良好：科技股受AI概念持续推动，英伟达等芯片股因AI算力需求增长而表现强劲，带动市场风险偏好回升。同时，市场对美联储降息预期未明显变化，流动性环境维持稳定，也支撑了股指。综上所述，2025年6月3日周二，美股三大股指全线收涨，科技板块领涨，主要受益于贸易局势缓和、企业盈利预期回升、科技行业发展预期良好、市场情绪好转等因素的综合影响。根据TradingView的数据，周二有35只市值超过100亿美元的股票价格创下历史新高。以下是按市值排名的、分析师给出“买入”评级的前10只股票：<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> <a href=\"https://laohu8.com/S/PM\">$菲利普莫里斯(PM)$</a>","text":"截至周二市场收盘，美股在贸易局势缓和与企业盈利预期回升的推动下强劲上涨，三大指数 $标普500ETF(SPY)$ $纳斯达克(.IXIC)$ $道琼斯(.DJI)$ 全线收涨，有35家百亿美元市值以上的个股创出新高。贸易局势缓和：市场接收到贸易紧张局势缓和的消息，投资者对全球经济前景的信心得到提振，这降低了企业的运营成本和风险，提升了其盈利能力和市场竞争力，是此次美股反弹的重要因素之一。企业盈利预期回升：随着全球经济逐步复苏和企业运营环境改善，企业盈利预期逐渐回升。许多企业在财报中披露了积极的业绩展望和增长计划，如特斯拉披露其廉价新车型将按计划在2025年上半年开始生产，并预期无人驾驶出租车将在2026年投入大规模生产，这些积极前景为市场提供了有力支撑。科技行业发展预期良好：科技股受AI概念持续推动，英伟达等芯片股因AI算力需求增长而表现强劲，带动市场风险偏好回升。同时，市场对美联储降息预期未明显变化，流动性环境维持稳定，也支撑了股指。综上所述，2025年6月3日周二，美股三大股指全线收涨，科技板块领涨，主要受益于贸易局势缓和、企业盈利预期回升、科技行业发展预期良好、市场情绪好转等因素的综合影响。根据TradingView的数据，周二有35只市值超过100亿美元的股票价格创下历史新高。以下是按市值排名的、分析师给出“买入”评级的前10只股票：$奈飞(NFLX)$ $菲利普莫里斯(PM)$","images":[{"img":"https://static.tigerbbs.com/4cb308d4934ea1748afac1e1a6c25b05","width":"1500","height":"1700"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442403449876528","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":423144481280176,"gmtCreate":1744334229390,"gmtModify":1744334231790,"author":{"id":"4095630847582090","authorId":"4095630847582090","name":"Fanlization","avatar":"https://static.tigerbbs.com/4ff33c5fed6426a68a814ef72a46d188","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095630847582090","idStr":"4095630847582090"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/423144481280176","repostId":"422749228106240","repostType":1,"repost":{"id":422749228106240,"gmtCreate":1744250361826,"gmtModify":1744251511852,"author":{"id":"4132744432072090","authorId":"4132744432072090","name":"菩提道次第","avatar":"https://static.tigerbbs.com/479f938449f73f1908541169e28f4367","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4132744432072090","idStr":"4132744432072090"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 大和发布研报称，预计地平线机器人-W(09660)将是汽车供应链中受美国关税影响最小的企业之一。集团的禁售期将在4月24日结束，该行相信这将为投资者提供一个良好的入市时机。维持目标价6.5港元，并重申“买入”评级，将受惠高级辅助驾驶系统趋势。 大和预计，客单价将成为地平线机器人2025年收入增长的主要动力，预期将在2025年交付同比增34%至390万颗晶片，并预测其晶片平均售价达391元人民币，相较于2024年的229元人民币，同比增71%。同时，该行预计从2025年开始，地平线机器人将会找到更多的方式来实现软件产能的变现。","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 大和发布研报称，预计地平线机器人-W(09660)将是汽车供应链中受美国关税影响最小的企业之一。集团的禁售期将在4月24日结束，该行相信这将为投资者提供一个良好的入市时机。维持目标价6.5港元，并重申“买入”评级，将受惠高级辅助驾驶系统趋势。 大和预计，客单价将成为地平线机器人2025年收入增长的主要动力，预期将在2025年交付同比增34%至390万颗晶片，并预测其晶片平均售价达391元人民币，相较于2024年的229元人民币，同比增71%。同时，该行预计从2025年开始，地平线机器人将会找到更多的方式来实现软件产能的变现。","text":"$地平线机器人-W(09660)$ 大和发布研报称，预计地平线机器人-W(09660)将是汽车供应链中受美国关税影响最小的企业之一。集团的禁售期将在4月24日结束，该行相信这将为投资者提供一个良好的入市时机。维持目标价6.5港元，并重申“买入”评级，将受惠高级辅助驾驶系统趋势。 大和预计，客单价将成为地平线机器人2025年收入增长的主要动力，预期将在2025年交付同比增34%至390万颗晶片，并预测其晶片平均售价达391元人民币，相较于2024年的229元人民币，同比增71%。同时，该行预计从2025年开始，地平线机器人将会找到更多的方式来实现软件产能的变现。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422749228106240","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388250568835344,"gmtCreate":1735817662642,"gmtModify":1735817664487,"author":{"id":"4095630847582090","authorId":"4095630847582090","name":"Fanlization","avatar":"https://static.tigerbbs.com/4ff33c5fed6426a68a814ef72a46d188","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095630847582090","idStr":"4095630847582090"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388250568835344","repostId":"1125624041","repostType":2,"repost":{"id":"1125624041","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":1735803600,"share":"https://ttm.financial/m/news/1125624041?lang=&edition=full","pubTime":"2025-01-02 15:40","market":"us","language":"zh","title":"机遇与挑战并存！“AI妖股”超微电脑2025年能否再度逆袭？","url":"https://stock-news.laohu8.com/highlight/detail?id=1125624041","media":"老虎资讯综合","summary":"截至2024年12月27日，超微电脑的股价今年仍上涨了12.5%。在我看来，如果超微电脑避免负面新闻并设法在2025年2月底之前完全恢复纳斯达克报告合规性，则可以达到这个价格范围。如果超微电脑能够通过提交2024财年和2025年第一季度的BDO审计财务报表来解决这一不确定性，我认为超微电脑的估值将大幅提升。如果超微电脑能在2025财年积极提高核心业务的毛利率，并确保继续在纳斯达克上市，我相信该公司很有可能在2025年实现估值上行。","content":"<html><head></head><body><ul style=\"\"><li><p>超微电脑的股价已回吐了2024年初的大部分涨幅，但在该公司成功向纳斯达克提交合规计划后，市场人气有所改善；</p></li><li><p>在人工智能应用和数据中心资本支出的推动下，这家人工智能硬件公司在液冷服务器机架市场面临强劲的增长前景；</p></li><li><p>由于财务报告延迟和潜在的退市，风险仍然存在，但如果问题得到解决，适中的市盈率将提供重新估值的机会；</p></li><li><p>尽管超微电脑最近被移除在纳斯达克100指数之外，但2025财年毛利率的提高可能会显著提高其估值。</p></li></ul><p>回顾2024年痛苦的一年，超微电脑的股价先是迅速上涨，但在公司遇到美国证券交易委员会的备案问题后，股价一落千丈。截至2024年12月27日，超微电脑的股价今年仍上涨了12.5%。然而，随着该公司向纳斯达克提交了合规计划并获得了提交财务报表的延期，围绕超微电脑的负面情绪最近有所缓和。我认为风险状况最近有所改善，超微电脑似乎仍将参与半导体行业的整体增长。出于这些原因，我持谨慎乐观的态度，并将我的评级改为买入。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3da7607eaa8e976281160849d7161c22\" title=\"\" tg-width=\"635\" tg-height=\"424\"/></p><h2 id=\"id_1713353845\">先前评级</h2><p>在一系列负面新闻打击这家人工智能硬件公司后，我在11月的上一篇著作《风险矩阵已改变》中下调了超微电脑的股票评级。最近，超微电脑面临退市风险，因为管理层未能按时向美国证券交易委员会提交年度报告（该报告应于8月底提交）。</p><p>然而，超微电脑于11月向美国证券交易委员会提交了继续上市的提案，这为这家硬件公司解决了报告问题赢得了关键时间。超微电脑还聘请了一位新审计师来清理其会计工作，现在我更加有信心超微电脑将继续在纳斯达克上市，因为纳斯达克交易所批准超微电脑延长至2025年2月提交财务报告。此外，人工智能GPU市场的良好趋势表明超微电脑将继续受益于数据中心部门强劲的资本支出。</p><h2 id=\"id_3261933694\">投资者的负面情绪已经消散</h2><p>自从我上次报道超微电脑以来，该公司股价一路飙升，主要是因为该公司宣布聘请了新的审计公司BDO，并向美国证券交易委员会提交了合规计划，其中列出了这家人工智能硬件公司继续在纳斯达克证券交易所上市的步骤。根据超微电脑于2024年12月6日发布的新闻稿，提交合规计划为超微电脑争取到了时间，直到2025年2月25日，因为该公司获得了纳斯达克上市规则的豁免，该规则要求及时报告财务情况。</p><p>随着短期退市担忧的消除以及超微电脑聘请新的审计师，我相信从情绪角度来看前景已经大大改善。</p><p>此外，超微电脑的核心市场——数据中心液冷服务器机架——继续面临诱人的增长前景。专注于转向液冷机架是超微电脑过去两年的增长与行业增长率脱钩的主要原因，数据中心市场这一特定领域的前景也非常有利。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9fbf81fd3ecb125cb61ab81558200411\" title=\"\" tg-width=\"640\" tg-height=\"367\"/></p><p>根据专注于数据中心基础设施的市场研究公司Dell&#39;Oro Research的预测，数据中心市场对液体冷却方案的需求将长期增长。冷却解决方案需求激增的关键驱动因素是人工智能应用的普及，这需要数据中心升级其 IT 基础设施。人工智能产品在高性能计算领域迅速普及，而这并非巧合的是，高性能计算领域是超微电脑最大的市场之一。预计2020财年至2027财年期间年均增长率为60%，超微电脑的核心业务确实面临着极具吸引力的长期增长顺风。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff5ac43738dea70c1424b6f102e92b3c\" title=\"\" tg-width=\"640\" tg-height=\"487\"/></p><p style=\"text-align: left;\">我认为，超微电脑面临的最大挑战不是收入增长，而是毛利润前景。毛利润前景在2024财年受到影响，这增加了不确定性，尤其是在 超微电脑推迟发布10-K报告的情况下。超微电脑在过去两年中成功实现了营收快速增长，但毛利率却未能取得重大进展。</p><p style=\"text-align: left;\">在最近的一个季度，即9月份，超微电脑的毛利率（GAAP和非GAAP）为13.3%，远低于英伟达或AMD等AI领军企业的利润率。英伟达在这方面处于明显领先地位，毛利率约为75%，而AMD的毛利率为50%，但其数据中心业务出现了一些令人鼓舞的势头：AMD的估值毫无意义。</p><p style=\"text-align: left;\">虽然超微电脑的毛利率走势有些令人失望，但 超微电脑在收入增长方面却击败了英伟达：该公司的综合营收增长了143%，而英伟达的营收增长了94%。尽管超微电脑在营收增长方面的表现优于英伟达，但英伟达是AI GPU市场的领导者，而且该公司拥有大量催化剂，可能使2025年成为这家半导体公司的突破之年。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/13baf2919c855cd7639b680433baee47\" title=\"\" tg-width=\"635\" tg-height=\"639\"/></p><p>超微电脑的需求驱动因素完好无损，而且随着未来几年市场将继续增长，我相信超微电脑的财务状况将继续良好，尤其是在液冷服务器机架市场。鉴于最近的备案问题，没有迹象表明超微电脑已经失去客户，因此我认为该公司不会因其会计问题而面临任何重大运营后果。</p><h2 id=\"id_3214156703\" style=\"text-align: left;\">最近的指数排除并未损害超微电脑</h2><p style=\"text-align: left;\">Palantir Technologies取代超微电脑成为以科技为导向的纳斯达克100指数成分股，但对这家AI硬件公司的估值并未产生持久影响。该公司于2024年7月被纳入纳斯达克100指数后，超微电脑被剔除。</p><h2 id=\"id_3568454795\" style=\"text-align: left;\">估值</h2><p style=\"text-align: left;\">自从我上一篇文章发表以来，超微电脑的估值有所上升，股价略有上涨，但涨幅并不大。超微电脑目前的市盈率为8.7倍（基于2025财年收益），而5年平均市盈率为9.2倍。快速增长的专注于AI的半导体公司（如英伟达和AMD）的预期市盈率为30.9倍和24.5倍。即使是增长速度远不及英伟达的台积电，其市盈率为22.6倍。</p><p style=\"text-align: left;\">在我上次研究超微电脑时，我根据9-10倍的预期市盈率计算出36-40美元的公允价值。但是，如果超微电向美国证券交易委员会提交其未结财务报表（同时避免对过去披露的任何形式的重述），审计师BDO继续留任，并且液冷服务器市场的运营基本面保持不变，我不明白超微电脑的股价为什么不能重新估值到11-12倍的更高市盈率……此时超微电脑仍将比行业集团中的任何其他半导体公司便宜得多。11-12倍的公允价值市盈率范围意味着每股41-44美元的公允价值。在我看来，如果超微电脑避免负面新闻并设法在2025年2月底之前完全恢复纳斯达克报告合规性，则可以达到这个价格范围。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e2a29a7caabe8418a3cbe01722088c5d\" title=\"\" tg-width=\"635\" tg-height=\"593\"/></p><h2 id=\"id_109637942\" style=\"text-align: left;\">风险</h2><p style=\"text-align: left;\">与市场上其他半导体公司（例如英伟达或AMD，甚至台积电）相比，超微电脑的风险显然更高，因为对该公司财务可靠性的不确定性仍在造成投资不确定性。如果超微电脑能够通过提交2024财年和2025年第一季度的BDO审计财务报表来解决这一不确定性，我认为超微电脑的估值将大幅提升。然而，风险仍然存在，而且这些风险是重大的：如果超微电脑未能提交经过适当审计的财务报表，或失去其目前的审计师BDO，其股票可能会被摘牌，在这种情况下，投资者应该预计估值将大幅下降。</p><h2 id=\"id_543015993\" style=\"text-align: left;\">结束语</h2><p style=\"text-align: left;\">超微电脑的数据中心相关业务正在快速发展，其核心业务（提供液冷服务器机架）正面临长期顺风。这家AI硬件公司最近也遇到了重大障碍，但让美国证券交易委员会同意将其提交财务报表的截止日期延长至2025年2月。由于超微电脑还找到了一家新的审计公司BDO，我认为风险矩阵自我上次报道以来已经大大改善。</p><p style=\"text-align: left;\">然而，风险依然存在，超微电脑最近被纳斯达克100指数剔除，这对Palantir有利，这表明需要认真对待下行风险。超微电脑的风险缓解因素是，这家服务器企业的市盈率仍然相对较低。如果超微电脑能在2025财年积极提高核心业务的毛利率，并确保继续在纳斯达克上市，我相信该公司很有可能在2025年实现估值上行。</p><p><em>本文编译自 Seeking Alpha 《Super Micro Computer: A Top Rebound Play For 2025 (Rating Upgrade)》</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>机遇与挑战并存！“AI妖股”超微电脑2025年能否再度逆袭？</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; 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class=\"title\">\n机遇与挑战并存！“AI妖股”超微电脑2025年能否再度逆袭？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-01-02 15:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>超微电脑的股价已回吐了2024年初的大部分涨幅，但在该公司成功向纳斯达克提交合规计划后，市场人气有所改善；</p></li><li><p>在人工智能应用和数据中心资本支出的推动下，这家人工智能硬件公司在液冷服务器机架市场面临强劲的增长前景；</p></li><li><p>由于财务报告延迟和潜在的退市，风险仍然存在，但如果问题得到解决，适中的市盈率将提供重新估值的机会；</p></li><li><p>尽管超微电脑最近被移除在纳斯达克100指数之外，但2025财年毛利率的提高可能会显著提高其估值。</p></li></ul><p>回顾2024年痛苦的一年，超微电脑的股价先是迅速上涨，但在公司遇到美国证券交易委员会的备案问题后，股价一落千丈。截至2024年12月27日，超微电脑的股价今年仍上涨了12.5%。然而，随着该公司向纳斯达克提交了合规计划并获得了提交财务报表的延期，围绕超微电脑的负面情绪最近有所缓和。我认为风险状况最近有所改善，超微电脑似乎仍将参与半导体行业的整体增长。出于这些原因，我持谨慎乐观的态度，并将我的评级改为买入。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3da7607eaa8e976281160849d7161c22\" title=\"\" tg-width=\"635\" tg-height=\"424\"/></p><h2 id=\"id_1713353845\">先前评级</h2><p>在一系列负面新闻打击这家人工智能硬件公司后，我在11月的上一篇著作《风险矩阵已改变》中下调了超微电脑的股票评级。最近，超微电脑面临退市风险，因为管理层未能按时向美国证券交易委员会提交年度报告（该报告应于8月底提交）。</p><p>然而，超微电脑于11月向美国证券交易委员会提交了继续上市的提案，这为这家硬件公司解决了报告问题赢得了关键时间。超微电脑还聘请了一位新审计师来清理其会计工作，现在我更加有信心超微电脑将继续在纳斯达克上市，因为纳斯达克交易所批准超微电脑延长至2025年2月提交财务报告。此外，人工智能GPU市场的良好趋势表明超微电脑将继续受益于数据中心部门强劲的资本支出。</p><h2 id=\"id_3261933694\">投资者的负面情绪已经消散</h2><p>自从我上次报道超微电脑以来，该公司股价一路飙升，主要是因为该公司宣布聘请了新的审计公司BDO，并向美国证券交易委员会提交了合规计划，其中列出了这家人工智能硬件公司继续在纳斯达克证券交易所上市的步骤。根据超微电脑于2024年12月6日发布的新闻稿，提交合规计划为超微电脑争取到了时间，直到2025年2月25日，因为该公司获得了纳斯达克上市规则的豁免，该规则要求及时报告财务情况。</p><p>随着短期退市担忧的消除以及超微电脑聘请新的审计师，我相信从情绪角度来看前景已经大大改善。</p><p>此外，超微电脑的核心市场——数据中心液冷服务器机架——继续面临诱人的增长前景。专注于转向液冷机架是超微电脑过去两年的增长与行业增长率脱钩的主要原因，数据中心市场这一特定领域的前景也非常有利。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9fbf81fd3ecb125cb61ab81558200411\" title=\"\" tg-width=\"640\" tg-height=\"367\"/></p><p>根据专注于数据中心基础设施的市场研究公司Dell&#39;Oro Research的预测，数据中心市场对液体冷却方案的需求将长期增长。冷却解决方案需求激增的关键驱动因素是人工智能应用的普及，这需要数据中心升级其 IT 基础设施。人工智能产品在高性能计算领域迅速普及，而这并非巧合的是，高性能计算领域是超微电脑最大的市场之一。预计2020财年至2027财年期间年均增长率为60%，超微电脑的核心业务确实面临着极具吸引力的长期增长顺风。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff5ac43738dea70c1424b6f102e92b3c\" title=\"\" tg-width=\"640\" tg-height=\"487\"/></p><p style=\"text-align: left;\">我认为，超微电脑面临的最大挑战不是收入增长，而是毛利润前景。毛利润前景在2024财年受到影响，这增加了不确定性，尤其是在 超微电脑推迟发布10-K报告的情况下。超微电脑在过去两年中成功实现了营收快速增长，但毛利率却未能取得重大进展。</p><p style=\"text-align: left;\">在最近的一个季度，即9月份，超微电脑的毛利率（GAAP和非GAAP）为13.3%，远低于英伟达或AMD等AI领军企业的利润率。英伟达在这方面处于明显领先地位，毛利率约为75%，而AMD的毛利率为50%，但其数据中心业务出现了一些令人鼓舞的势头：AMD的估值毫无意义。</p><p style=\"text-align: left;\">虽然超微电脑的毛利率走势有些令人失望，但 超微电脑在收入增长方面却击败了英伟达：该公司的综合营收增长了143%，而英伟达的营收增长了94%。尽管超微电脑在营收增长方面的表现优于英伟达，但英伟达是AI GPU市场的领导者，而且该公司拥有大量催化剂，可能使2025年成为这家半导体公司的突破之年。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/13baf2919c855cd7639b680433baee47\" title=\"\" tg-width=\"635\" tg-height=\"639\"/></p><p>超微电脑的需求驱动因素完好无损，而且随着未来几年市场将继续增长，我相信超微电脑的财务状况将继续良好，尤其是在液冷服务器机架市场。鉴于最近的备案问题，没有迹象表明超微电脑已经失去客户，因此我认为该公司不会因其会计问题而面临任何重大运营后果。</p><h2 id=\"id_3214156703\" style=\"text-align: left;\">最近的指数排除并未损害超微电脑</h2><p style=\"text-align: left;\">Palantir Technologies取代超微电脑成为以科技为导向的纳斯达克100指数成分股，但对这家AI硬件公司的估值并未产生持久影响。该公司于2024年7月被纳入纳斯达克100指数后，超微电脑被剔除。</p><h2 id=\"id_3568454795\" style=\"text-align: left;\">估值</h2><p style=\"text-align: left;\">自从我上一篇文章发表以来，超微电脑的估值有所上升，股价略有上涨，但涨幅并不大。超微电脑目前的市盈率为8.7倍（基于2025财年收益），而5年平均市盈率为9.2倍。快速增长的专注于AI的半导体公司（如英伟达和AMD）的预期市盈率为30.9倍和24.5倍。即使是增长速度远不及英伟达的台积电，其市盈率为22.6倍。</p><p style=\"text-align: left;\">在我上次研究超微电脑时，我根据9-10倍的预期市盈率计算出36-40美元的公允价值。但是，如果超微电向美国证券交易委员会提交其未结财务报表（同时避免对过去披露的任何形式的重述），审计师BDO继续留任，并且液冷服务器市场的运营基本面保持不变，我不明白超微电脑的股价为什么不能重新估值到11-12倍的更高市盈率……此时超微电脑仍将比行业集团中的任何其他半导体公司便宜得多。11-12倍的公允价值市盈率范围意味着每股41-44美元的公允价值。在我看来，如果超微电脑避免负面新闻并设法在2025年2月底之前完全恢复纳斯达克报告合规性，则可以达到这个价格范围。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e2a29a7caabe8418a3cbe01722088c5d\" title=\"\" tg-width=\"635\" tg-height=\"593\"/></p><h2 id=\"id_109637942\" style=\"text-align: left;\">风险</h2><p style=\"text-align: left;\">与市场上其他半导体公司（例如英伟达或AMD，甚至台积电）相比，超微电脑的风险显然更高，因为对该公司财务可靠性的不确定性仍在造成投资不确定性。如果超微电脑能够通过提交2024财年和2025年第一季度的BDO审计财务报表来解决这一不确定性，我认为超微电脑的估值将大幅提升。然而，风险仍然存在，而且这些风险是重大的：如果超微电脑未能提交经过适当审计的财务报表，或失去其目前的审计师BDO，其股票可能会被摘牌，在这种情况下，投资者应该预计估值将大幅下降。</p><h2 id=\"id_543015993\" style=\"text-align: left;\">结束语</h2><p style=\"text-align: left;\">超微电脑的数据中心相关业务正在快速发展，其核心业务（提供液冷服务器机架）正面临长期顺风。这家AI硬件公司最近也遇到了重大障碍，但让美国证券交易委员会同意将其提交财务报表的截止日期延长至2025年2月。由于超微电脑还找到了一家新的审计公司BDO，我认为风险矩阵自我上次报道以来已经大大改善。</p><p style=\"text-align: left;\">然而，风险依然存在，超微电脑最近被纳斯达克100指数剔除，这对Palantir有利，这表明需要认真对待下行风险。超微电脑的风险缓解因素是，这家服务器企业的市盈率仍然相对较低。如果超微电脑能在2025财年积极提高核心业务的毛利率，并确保继续在纳斯达克上市，我相信该公司很有可能在2025年实现估值上行。</p><p><em>本文编译自 Seeking Alpha 《Super Micro Computer: A Top Rebound Play For 2025 (Rating Upgrade)》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3790904aeba7e2cfff0c8a8d8a7d431e","relate_stocks":{"SMCI":"超微电脑"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125624041","content_text":"超微电脑的股价已回吐了2024年初的大部分涨幅，但在该公司成功向纳斯达克提交合规计划后，市场人气有所改善；在人工智能应用和数据中心资本支出的推动下，这家人工智能硬件公司在液冷服务器机架市场面临强劲的增长前景；由于财务报告延迟和潜在的退市，风险仍然存在，但如果问题得到解决，适中的市盈率将提供重新估值的机会；尽管超微电脑最近被移除在纳斯达克100指数之外，但2025财年毛利率的提高可能会显著提高其估值。回顾2024年痛苦的一年，超微电脑的股价先是迅速上涨，但在公司遇到美国证券交易委员会的备案问题后，股价一落千丈。截至2024年12月27日，超微电脑的股价今年仍上涨了12.5%。然而，随着该公司向纳斯达克提交了合规计划并获得了提交财务报表的延期，围绕超微电脑的负面情绪最近有所缓和。我认为风险状况最近有所改善，超微电脑似乎仍将参与半导体行业的整体增长。出于这些原因，我持谨慎乐观的态度，并将我的评级改为买入。先前评级在一系列负面新闻打击这家人工智能硬件公司后，我在11月的上一篇著作《风险矩阵已改变》中下调了超微电脑的股票评级。最近，超微电脑面临退市风险，因为管理层未能按时向美国证券交易委员会提交年度报告（该报告应于8月底提交）。然而，超微电脑于11月向美国证券交易委员会提交了继续上市的提案，这为这家硬件公司解决了报告问题赢得了关键时间。超微电脑还聘请了一位新审计师来清理其会计工作，现在我更加有信心超微电脑将继续在纳斯达克上市，因为纳斯达克交易所批准超微电脑延长至2025年2月提交财务报告。此外，人工智能GPU市场的良好趋势表明超微电脑将继续受益于数据中心部门强劲的资本支出。投资者的负面情绪已经消散自从我上次报道超微电脑以来，该公司股价一路飙升，主要是因为该公司宣布聘请了新的审计公司BDO，并向美国证券交易委员会提交了合规计划，其中列出了这家人工智能硬件公司继续在纳斯达克证券交易所上市的步骤。根据超微电脑于2024年12月6日发布的新闻稿，提交合规计划为超微电脑争取到了时间，直到2025年2月25日，因为该公司获得了纳斯达克上市规则的豁免，该规则要求及时报告财务情况。随着短期退市担忧的消除以及超微电脑聘请新的审计师，我相信从情绪角度来看前景已经大大改善。此外，超微电脑的核心市场——数据中心液冷服务器机架——继续面临诱人的增长前景。专注于转向液冷机架是超微电脑过去两年的增长与行业增长率脱钩的主要原因，数据中心市场这一特定领域的前景也非常有利。根据专注于数据中心基础设施的市场研究公司Dell'Oro Research的预测，数据中心市场对液体冷却方案的需求将长期增长。冷却解决方案需求激增的关键驱动因素是人工智能应用的普及，这需要数据中心升级其 IT 基础设施。人工智能产品在高性能计算领域迅速普及，而这并非巧合的是，高性能计算领域是超微电脑最大的市场之一。预计2020财年至2027财年期间年均增长率为60%，超微电脑的核心业务确实面临着极具吸引力的长期增长顺风。我认为，超微电脑面临的最大挑战不是收入增长，而是毛利润前景。毛利润前景在2024财年受到影响，这增加了不确定性，尤其是在 超微电脑推迟发布10-K报告的情况下。超微电脑在过去两年中成功实现了营收快速增长，但毛利率却未能取得重大进展。在最近的一个季度，即9月份，超微电脑的毛利率（GAAP和非GAAP）为13.3%，远低于英伟达或AMD等AI领军企业的利润率。英伟达在这方面处于明显领先地位，毛利率约为75%，而AMD的毛利率为50%，但其数据中心业务出现了一些令人鼓舞的势头：AMD的估值毫无意义。虽然超微电脑的毛利率走势有些令人失望，但 超微电脑在收入增长方面却击败了英伟达：该公司的综合营收增长了143%，而英伟达的营收增长了94%。尽管超微电脑在营收增长方面的表现优于英伟达，但英伟达是AI GPU市场的领导者，而且该公司拥有大量催化剂，可能使2025年成为这家半导体公司的突破之年。超微电脑的需求驱动因素完好无损，而且随着未来几年市场将继续增长，我相信超微电脑的财务状况将继续良好，尤其是在液冷服务器机架市场。鉴于最近的备案问题，没有迹象表明超微电脑已经失去客户，因此我认为该公司不会因其会计问题而面临任何重大运营后果。最近的指数排除并未损害超微电脑Palantir Technologies取代超微电脑成为以科技为导向的纳斯达克100指数成分股，但对这家AI硬件公司的估值并未产生持久影响。该公司于2024年7月被纳入纳斯达克100指数后，超微电脑被剔除。估值自从我上一篇文章发表以来，超微电脑的估值有所上升，股价略有上涨，但涨幅并不大。超微电脑目前的市盈率为8.7倍（基于2025财年收益），而5年平均市盈率为9.2倍。快速增长的专注于AI的半导体公司（如英伟达和AMD）的预期市盈率为30.9倍和24.5倍。即使是增长速度远不及英伟达的台积电，其市盈率为22.6倍。在我上次研究超微电脑时，我根据9-10倍的预期市盈率计算出36-40美元的公允价值。但是，如果超微电向美国证券交易委员会提交其未结财务报表（同时避免对过去披露的任何形式的重述），审计师BDO继续留任，并且液冷服务器市场的运营基本面保持不变，我不明白超微电脑的股价为什么不能重新估值到11-12倍的更高市盈率……此时超微电脑仍将比行业集团中的任何其他半导体公司便宜得多。11-12倍的公允价值市盈率范围意味着每股41-44美元的公允价值。在我看来，如果超微电脑避免负面新闻并设法在2025年2月底之前完全恢复纳斯达克报告合规性，则可以达到这个价格范围。风险与市场上其他半导体公司（例如英伟达或AMD，甚至台积电）相比，超微电脑的风险显然更高，因为对该公司财务可靠性的不确定性仍在造成投资不确定性。如果超微电脑能够通过提交2024财年和2025年第一季度的BDO审计财务报表来解决这一不确定性，我认为超微电脑的估值将大幅提升。然而，风险仍然存在，而且这些风险是重大的：如果超微电脑未能提交经过适当审计的财务报表，或失去其目前的审计师BDO，其股票可能会被摘牌，在这种情况下，投资者应该预计估值将大幅下降。结束语超微电脑的数据中心相关业务正在快速发展，其核心业务（提供液冷服务器机架）正面临长期顺风。这家AI硬件公司最近也遇到了重大障碍，但让美国证券交易委员会同意将其提交财务报表的截止日期延长至2025年2月。由于超微电脑还找到了一家新的审计公司BDO，我认为风险矩阵自我上次报道以来已经大大改善。然而，风险依然存在，超微电脑最近被纳斯达克100指数剔除，这对Palantir有利，这表明需要认真对待下行风险。超微电脑的风险缓解因素是，这家服务器企业的市盈率仍然相对较低。如果超微电脑能在2025财年积极提高核心业务的毛利率，并确保继续在纳斯达克上市，我相信该公司很有可能在2025年实现估值上行。本文编译自 Seeking Alpha 《Super Micro Computer: A Top Rebound Play For 2025 (Rating Upgrade)》","news_type":1,"symbols_score_info":{"SMCI":1.1}},"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388216752140712,"gmtCreate":1735810188508,"gmtModify":1735810300110,"author":{"id":"4095630847582090","authorId":"4095630847582090","name":"Fanlization","avatar":"https://static.tigerbbs.com/4ff33c5fed6426a68a814ef72a46d188","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095630847582090","idStr":"4095630847582090"},"themes":[],"htmlText":"考虑考虑看看","listText":"考虑考虑看看","text":"考虑考虑看看","images":[{"img":"https://static.tigerbbs.com/2d4cee90271f56906c0abc0078290f73","width":"750","height":"1334"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388216752140712","isVote":1,"tweetType":1,"viewCount":1048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":388177176351128,"gmtCreate":1735810145169,"gmtModify":1735810287285,"author":{"id":"4095630847582090","authorId":"4095630847582090","name":"Fanlization","avatar":"https://static.tigerbbs.com/4ff33c5fed6426a68a814ef72a46d188","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095630847582090","idStr":"4095630847582090"},"themes":[],"htmlText":"看看了","listText":"看看了","text":"看看了","images":[{"img":"https://static.tigerbbs.com/d98c64755b2f261e7aac688966856beb","width":"1281","height":"2800"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388177176351128","isVote":1,"tweetType":1,"viewCount":797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":365029225050152,"gmtCreate":1730128480494,"gmtModify":1730128482203,"author":{"id":"4095630847582090","authorId":"4095630847582090","name":"Fanlization","avatar":"https://static.tigerbbs.com/4ff33c5fed6426a68a814ef72a46d188","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095630847582090","idStr":"4095630847582090"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365029225050152","repostId":"1123483354","repostType":2,"repost":{"id":"1123483354","kind":"news","pubTimestamp":1730098719,"share":"https://ttm.financial/m/news/1123483354?lang=&edition=full","pubTime":"2024-10-28 14:58","market":"us","language":"zh","title":"特斯拉面临被踢出“科技七巨头”的风险，华尔街正重新评估","url":"https://stock-news.laohu8.com/highlight/detail?id=1123483354","media":"IT之家","summary":"该股仍有落后于其他大型科技股的风险。","content":"<html><head></head><body><p>据财联社报道，特斯拉在资本市场的地位再度被重新评估，华尔街正在评估该股是否应被列入“科技七巨头”。</p><p style=\"text-align: justify\">“科技七巨头”的成员目前包括英伟达、苹果、谷歌母公司 Alphabet、亚马逊、Meta、微软和特斯拉，在很长一段时间中它们都是美国股市的主导力量。</p><p style=\"text-align: justify\">IT之家注意到，在经历此前连续 4 个季度盈利下滑后，特斯拉盈利迎来回升，第三季度营收 251.82 亿美元，同比增长 8%，由于核心业绩指标超出预期，市场也给出了信心，在财报发布后，特斯拉单日股价一度涨超 22%，创下十多年来最大单日涨幅。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/593ea4e96e19d40417c0084e8c085c85\" data-align=\"center\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: justify\">不过华尔街策略师们认为，<strong>由于基本面被过度炒作，该股仍有落后于其他大型科技股的风险</strong>。</p><p style=\"text-align: justify\">数据显示，该公司的预期市盈率接近 73 倍，远远超过“科技七巨头”的其他成员。此外，截至上周五下午，研究特斯拉的分析师中，<strong>只有超过 40% 的人将该股评为“买入”</strong>，这使得特斯拉成为了分析师们最不看好的七巨头股票。</p><p style=\"text-align: justify\">至于特斯拉的替代者，华尔街似乎认为奈飞（Netflix）是一个强有力的竞争者。自今年年初以来，该股上涨了 61.08%，仅次于英伟达和 Meta。数据显示，截至上周五，分析师们对奈飞持压倒性的乐观态度，87% 的分析师将其评级为买入，只有 3% 的分析师建议卖出。</p></body></html>","source":"ithome","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>特斯拉面临被踢出“科技七巨头”的风险，华尔街正重新评估</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉面临被踢出“科技七巨头”的风险，华尔街正重新评估\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-28 14:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.ithome.com/0/805/744.htm><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据财联社报道，特斯拉在资本市场的地位再度被重新评估，华尔街正在评估该股是否应被列入“科技七巨头”。“科技七巨头”的成员目前包括英伟达、苹果、谷歌母公司 Alphabet、亚马逊、Meta、微软和特斯拉，在很长一段时间中它们都是美国股市的主导力量。IT之家注意到，在经历此前连续 4 个季度盈利下滑后，特斯拉盈利迎来回升，第三季度营收 251.82 亿美元，同比增长 8%，由于核心业绩指标超出预期，...</p>\n\n<a href=\"https://www.ithome.com/0/805/744.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/340d3c04436bbba1df239d6d4a7e3fd2","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.ithome.com/0/805/744.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123483354","content_text":"据财联社报道，特斯拉在资本市场的地位再度被重新评估，华尔街正在评估该股是否应被列入“科技七巨头”。“科技七巨头”的成员目前包括英伟达、苹果、谷歌母公司 Alphabet、亚马逊、Meta、微软和特斯拉，在很长一段时间中它们都是美国股市的主导力量。IT之家注意到，在经历此前连续 4 个季度盈利下滑后，特斯拉盈利迎来回升，第三季度营收 251.82 亿美元，同比增长 8%，由于核心业绩指标超出预期，市场也给出了信心，在财报发布后，特斯拉单日股价一度涨超 22%，创下十多年来最大单日涨幅。不过华尔街策略师们认为，由于基本面被过度炒作，该股仍有落后于其他大型科技股的风险。数据显示，该公司的预期市盈率接近 73 倍，远远超过“科技七巨头”的其他成员。此外，截至上周五下午，研究特斯拉的分析师中，只有超过 40% 的人将该股评为“买入”，这使得特斯拉成为了分析师们最不看好的七巨头股票。至于特斯拉的替代者，华尔街似乎认为奈飞（Netflix）是一个强有力的竞争者。自今年年初以来，该股上涨了 61.08%，仅次于英伟达和 Meta。数据显示，截至上周五，分析师们对奈飞持压倒性的乐观态度，87% 的分析师将其评级为买入，只有 3% 的分析师建议卖出。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":1031,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320637583126848,"gmtCreate":1719303767154,"gmtModify":1719303770945,"author":{"id":"4095630847582090","authorId":"4095630847582090","name":"Fanlization","avatar":"https://static.tigerbbs.com/4ff33c5fed6426a68a814ef72a46d188","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095630847582090","idStr":"4095630847582090"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[{"img":"https://static.tigerbbs.com/22d64da41c22fee5285a35b1050f14ad","width":"1280","height":"1877"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320637583126848","isVote":1,"tweetType":1,"viewCount":1574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":299062854197320,"gmtCreate":1714038596382,"gmtModify":1714038731115,"author":{"id":"4095630847582090","authorId":"4095630847582090","name":"Fanlization","avatar":"https://static.tigerbbs.com/4ff33c5fed6426a68a814ef72a46d188","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095630847582090","idStr":"4095630847582090"},"themes":[],"title":"竞猜赢虎币 ，寻找实盘收益王","htmlText":"查看详情：<a href=\"https://tigr.link/7vd3vT\">竞猜赢虎币 ，寻找实盘收益王</a> 快来参与竞猜赢虎币活动，寻找你心中的实盘收益王，邀请好友最多可得250枚虎币 此帖仅开放于中国大陆用户","listText":"查看详情：<a href=\"https://tigr.link/7vd3vT\">竞猜赢虎币 ，寻找实盘收益王</a> 快来参与竞猜赢虎币活动，寻找你心中的实盘收益王，邀请好友最多可得250枚虎币 此帖仅开放于中国大陆用户","text":"查看详情：竞猜赢虎币 ，寻找实盘收益王 快来参与竞猜赢虎币活动，寻找你心中的实盘收益王，邀请好友最多可得250枚虎币 此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/f22c491ee8ae08f0d36ded0795f1fe33"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299062854197320","isVote":1,"tweetType":1,"viewCount":2010,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":293812433965240,"gmtCreate":1712762161740,"gmtModify":1712762163366,"author":{"id":"4095630847582090","authorId":"4095630847582090","name":"Fanlization","avatar":"https://static.tigerbbs.com/4ff33c5fed6426a68a814ef72a46d188","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095630847582090","idStr":"4095630847582090"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293812433965240","repostId":"2425310589","repostType":2,"repost":{"id":"2425310589","kind":"highlight","pubTimestamp":1712241480,"share":"https://ttm.financial/m/news/2425310589?lang=&edition=full","pubTime":"2024-04-04 22:38","market":"us","language":"en","title":"Kintara (KTRA) Stock Soars on Merger Agreement With TuHURA","url":"https://stock-news.laohu8.com/highlight/detail?id=2425310589","media":"Zacks","summary":"Kintara Therapeutics, Inc.’s KTRA shares surged 63.4% on Apr 3 after the company inked a definitive merger agreement with Florida-based privately-held company, TuHURA Biosciences Inc. Per the agreement, KTRA will merge into TuHURA to form a new company aimed at developing late-stage oncology candidates.The combined company will operate under the name of TuHURA Biosciences, Inc., and trade in the Nasdaq stock exchange under the ticker symbol \"HURA.\". Per the agreement, Kintara equity holders are expected to collectively own up to approximately 2.85%, or 5.45%, including shares underlying the contingent value rights  of the common stock of the combined company on a pro forma fully diluted basis. Meanwhile, equity holders of TuHURA are eligible to collectively own approximately 97.15%, or 94.55%, taking the distribution of the CVR shares, of the common stock of the combined company on a pro forma fully diluted basis after the merger is completed.The newly formed company will focus on adva","content":"<html><body><p><strong><a href=\"https://laohu8.com/S/KTRA\">Kintara Therapeutics, Inc.</a></strong>’s KTRA shares surged 63.4% on Apr 3 after the company inked a definitive merger agreement with Florida-based privately-held company, TuHURA Biosciences Inc. Per the agreement, KTRA will merge into TuHURA to form a new company aimed at developing late-stage oncology candidates.</p>\n<p>The combined company will operate under the name of TuHURA Biosciences, Inc., and trade in the Nasdaq stock exchange under the ticker symbol \"HURA.\"</p>\n<p>The transaction has been approved by the boards of directors of both companies and is expected to close in the third quarter of 2024, subject to customary closing conditions.</p>\n<p>Per the agreement, Kintara equity holders are expected to collectively own up to approximately 2.85%, or 5.45%, including shares underlying the contingent value rights (CVR) of the common stock of the combined company on a pro forma fully diluted basis. Meanwhile, equity holders of TuHURA are eligible to collectively own approximately 97.15%, or 94.55%, taking the distribution of the CVR shares, of the common stock of the combined company on a pro forma fully diluted basis after the merger is completed.</p>\n<p>The newly formed company will focus on advancing TuHURA's personalized cancer vaccine and first-in-class bi-functional antibody-drug conjugates (ADCs) to overcome the hurdles in the treatment of cancer with existing immunotherapies.</p>\n<p>ADCs are being considered a disruptive innovation in the pharmaceutical industry as these will allow better treatment of cancer by harnessing the targeting power of antibodies to deliver cytotoxic molecule drugs to tumors.</p>\n<p>Shares of Kintara have lost 3.3% year to date against the industry’s growth of 1.9%.</p>\n<p><img src=\"https://s1.yimg.com/uu/api/res/1.2/zBkN1feR85cSNmi8u7lm6Q--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/zacks.com/6416afa85f382eca776c9ed90bea040a\"/><br/><span>Image Source: Zacks Investment Research</span><br/></p>\n<p>KTRA is developing its lead pipeline candidate, REM-001, a second-generation photodynamic therapy photosensitizer agent for the treatment of cutaneous metastatic breast cancer.</p>\n<p>Meanwhile, TuHURA is developing its lead personalized cancer vaccine candidate, IFx-2.0, to overcome primary resistance to checkpoint inhibitors.</p>\n<p>TuHURA is planning to initiate a phase III registration study evaluating IFx-2.0 administered as an adjunctive therapy to <strong>Merck</strong>’s MRK blockbuster cancer drug, Keytruda (pembrolizumab), for the first-line treatment of advanced merkel cell carcinoma.</p>\n<p>Merck’s biggest revenue generator, Keytruda, is approved for treating several cancer indications. Sales of Keytruda came in around $25 billion in 2023.</p>\n<p>MRK continues to evaluate Keytruda in combination studies for various other indications.</p>\n<p>Enrollment in the placebo-controlled phase III study is expected to begin in the second half of 2024. The study is likely to be conducted under the FDA's Accelerated Approval Pathway, which helps in earlier approval of drugs that address serious and unmet medical conditions.</p>\n<p>Along with the latest merger agreement, TuHURA is making $31 million subscribed financing, which is expected to fund the combined company’s operations through late 2025.</p>\n<p>The transaction should create a near and long-term value for Kintara’s shareholders as the newly formed company will be well-positioned to develop groundbreaking new therapies for treating cancer.</p>\n<h3>Zacks Rank &amp; Stocks to Consider</h3>\n<p>Kintara currently carries a Zacks Rank #4 (Sell).</p>\n<p>Some better-ranked stocks in the healthcare sector are <strong>Ligand Pharmaceuticals Incorporated</strong> LGND and <strong><a href=\"https://laohu8.com/S/ANIP\">ANI Pharmaceuticals, Inc.</a></strong> ANIP, each flaunting a Zacks Rank #1 (Strong Buy) at present. You can see <strong>the complete list of today’s Zacks #1 Rank stocks here</strong>.</p>\n<p>In the past 60 days, estimates for Ligand’s 2024 earnings per share have improved from $4.42 to $4.56. Year to date, LGND shares have gained 4.5%.</p>\n<p>Earnings of LGND beat estimates in each of the trailing four quarters, the average surprise being 84.81%.</p>\n<p>In the past 60 days, estimates for ANI Pharmaceuticals’ 2024 earnings per share have improved from $4.06 to $4.43. Year to date, ANIP shares have jumped 21.7%.</p>\n<p>Earnings of ANIP beat estimates in each of the trailing four quarters, the average surprise being 109.06%.</p>\n<p>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report</p>\n<p>Merck &amp; Co., Inc. (MRK) : Free Stock Analysis Report</p>\n<p>Ligand Pharmaceuticals Incorporated (LGND) : Free Stock Analysis Report</p>\n<p>ANI Pharmaceuticals, Inc. (ANIP) : Free Stock Analysis Report</p>\n<p>Kintara <a href=\"https://laohu8.com/S/LENZ\">Therapeutics</a>, Inc. (KTRA) : Free Stock Analysis Report</p>\n<p>To read this article on Zacks.com click here.</p>\n<p>Zacks Investment Research</p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Kintara (KTRA) Stock Soars on Merger Agreement With TuHURA</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\">\nKintara (KTRA) Stock Soars on Merger Agreement With TuHURA\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-04 22:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/kintara-ktra-stock-soars-merger-143800928.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Kintara Therapeutics, Inc.’s KTRA shares surged 63.4% on Apr 3 after the company inked a definitive merger agreement with Florida-based privately-held company, TuHURA Biosciences Inc. Per the ...</p>\n\n<a href=\"https://finance.yahoo.com/news/kintara-ktra-stock-soars-merger-143800928.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/H9DYdttPy00EKBHhcxtlCA--~B/aD00MDA7dz02MzU7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/zacks.com/9f2a2e04a053cda7a8c096e532e43d28","relate_stocks":{"SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU0058720904.USD":"联博国际健康护理基金A","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","ANIP":"ANI Pharmaceuticals, Inc.","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU0122379950.USD":"贝莱德世界健康科学A2","IE0002141913.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (USD) ACC","LGND":"Ligand Pharmaceuticals Inc.","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","BK4588":"碎股","SG9999001440.SGD":"United Global Dividend Equity Fund A SGD Dist","LU2468319806.SGD":"MANULIFE GF HEALTHCARE \"AA\" (SGDHDG) ACC","IE00BJJMRZ35.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (SGDHDG) ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","CVR":"芝加哥机械","SG9999001176.USD":"United Global Healthcare Acc USD","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","BK4161":"工业机械","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","MRK":"默沙东","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","SG9999013999.USD":"UOB UNITED GLOBAL HEALTHCARE FUND (USDHDG) INC","BK4534":"瑞士信贷持仓","SG9999001176.SGD":"UOB UNITED GLOBAL HEALTHCARE \"SGD\" (ACC)","BK4585":"ETF&股票定投概念","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1989771016.USD":"东方汇理环球老龄化投资基金 A2 Acc","BK4139":"生物科技","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","IE0009355771.USD":"骏利亨德森环球生命科技A Acc","LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU1057294990.SGD":"Blackrock World Healthscience A2 SGD-H","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU0289739699.SGD":"AB INTERNATIONAL HEALTH CARE PORTFOLIO \"A\" (SGD) ACC","IE00BJT1NW94.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (SGDHDG) ACC","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD"},"source_url":"https://finance.yahoo.com/news/kintara-ktra-stock-soars-merger-143800928.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2425310589","content_text":"Kintara Therapeutics, Inc.’s KTRA shares surged 63.4% on Apr 3 after the company inked a definitive merger agreement with Florida-based privately-held company, TuHURA Biosciences Inc. Per the agreement, KTRA will merge into TuHURA to form a new company aimed at developing late-stage oncology candidates.\nThe combined company will operate under the name of TuHURA Biosciences, Inc., and trade in the Nasdaq stock exchange under the ticker symbol \"HURA.\"\nThe transaction has been approved by the boards of directors of both companies and is expected to close in the third quarter of 2024, subject to customary closing conditions.\nPer the agreement, Kintara equity holders are expected to collectively own up to approximately 2.85%, or 5.45%, including shares underlying the contingent value rights (CVR) of the common stock of the combined company on a pro forma fully diluted basis. Meanwhile, equity holders of TuHURA are eligible to collectively own approximately 97.15%, or 94.55%, taking the distribution of the CVR shares, of the common stock of the combined company on a pro forma fully diluted basis after the merger is completed.\nThe newly formed company will focus on advancing TuHURA's personalized cancer vaccine and first-in-class bi-functional antibody-drug conjugates (ADCs) to overcome the hurdles in the treatment of cancer with existing immunotherapies.\nADCs are being considered a disruptive innovation in the pharmaceutical industry as these will allow better treatment of cancer by harnessing the targeting power of antibodies to deliver cytotoxic molecule drugs to tumors.\nShares of Kintara have lost 3.3% year to date against the industry’s growth of 1.9%.\nImage Source: Zacks Investment Research\nKTRA is developing its lead pipeline candidate, REM-001, a second-generation photodynamic therapy photosensitizer agent for the treatment of cutaneous metastatic breast cancer.\nMeanwhile, TuHURA is developing its lead personalized cancer vaccine candidate, IFx-2.0, to overcome primary resistance to checkpoint inhibitors.\nTuHURA is planning to initiate a phase III registration study evaluating IFx-2.0 administered as an adjunctive therapy to Merck’s MRK blockbuster cancer drug, Keytruda (pembrolizumab), for the first-line treatment of advanced merkel cell carcinoma.\nMerck’s biggest revenue generator, Keytruda, is approved for treating several cancer indications. Sales of Keytruda came in around $25 billion in 2023.\nMRK continues to evaluate Keytruda in combination studies for various other indications.\nEnrollment in the placebo-controlled phase III study is expected to begin in the second half of 2024. The study is likely to be conducted under the FDA's Accelerated Approval Pathway, which helps in earlier approval of drugs that address serious and unmet medical conditions.\nAlong with the latest merger agreement, TuHURA is making $31 million subscribed financing, which is expected to fund the combined company’s operations through late 2025.\nThe transaction should create a near and long-term value for Kintara’s shareholders as the newly formed company will be well-positioned to develop groundbreaking new therapies for treating cancer.\nZacks Rank & Stocks to Consider\nKintara currently carries a Zacks Rank #4 (Sell).\nSome better-ranked stocks in the healthcare sector are Ligand Pharmaceuticals Incorporated LGND and ANI Pharmaceuticals, Inc. ANIP, each flaunting a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.\nIn the past 60 days, estimates for Ligand’s 2024 earnings per share have improved from $4.42 to $4.56. Year to date, LGND shares have gained 4.5%.\nEarnings of LGND beat estimates in each of the trailing four quarters, the average surprise being 84.81%.\nIn the past 60 days, estimates for ANI Pharmaceuticals’ 2024 earnings per share have improved from $4.06 to $4.43. Year to date, ANIP shares have jumped 21.7%.\nEarnings of ANIP beat estimates in each of the trailing four quarters, the average surprise being 109.06%.\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report\nMerck & Co., Inc. (MRK) : Free Stock Analysis Report\nLigand Pharmaceuticals Incorporated (LGND) : Free Stock Analysis Report\nANI Pharmaceuticals, Inc. (ANIP) : Free Stock Analysis Report\nKintara Therapeutics, Inc. (KTRA) : Free Stock Analysis Report\nTo read this article on Zacks.com click here.\nZacks Investment 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<a href=\"https://laohu8.com/U/3570687182203069\">@阿里巴巴集团</a>","listText":"回顾2023年，全球资本市场迎来了一系列动人心魄的波折和新机遇，成为全球资本市场参与者共同见证的重要时刻。地缘政治的波动成为市场关注的焦点，宏观事件影响全球投资者，而芒格老先生的离世也引起了投资者对未来走势的深刻思考。与此同时，科技行业持续引领市场潮流，人工智能、生物技术等新兴领域涌现出众多创新企业。科技的不断演进不仅改变了产业格局，也深刻地塑造了资本市场的投资方向。在这个充满挑战和机遇的一年里，资本市场的参与者们展现出了卓越的创新意识，各个领域的变革和发展要求投资者具备更为敏锐的市场感知，并迫切需要获取更准确的信息。每一个积极通过企业号向老虎社区的虎友们即时分享行业、企业信息的公司都值得褒奖！老虎社区企业号在此隆重揭晓【2023老虎社区企业号年度公司评选榜单】。这些获奖公司秉持着为投资人负责的初心，专注于促进投资者与企业之间的畅通双向沟通，凭借卓越的业绩和积极的沟通态度，赢得了老虎平台投资者的广泛认可，展现了卓越的企业价值和社会责任。恭喜所有荣获2023年度奖项的上市公司伙伴们！这份殊荣是对你们在2023年度资本市场上卓越表现的褒奖，我们为你们的杰出成绩喝彩！此次上榜公司是在老虎社区企业号、以及港美股上市公司的范围内，基于老虎平台统计数据进行筛选的。评选过程中考虑了诸多关键因素，包括但不限于投资者关注度、品牌影响力、企业号活跃度以及与投资者互动情况等。最终产生了「最受投资者喜爱奖」、「最佳投资者陪伴奖」、「最佳品牌价值传播奖」和「最佳传播创新突破奖」四大奖项榜单，共计40个引人注目的获奖名额。老虎社区企业号由衷感谢一路以来与上市公司合作伙伴的共同努力与信任。同时，期待在新的一年里持续携手前行，共同致力于推动企业价值传播，回馈广大投资者的信赖与支持！ <a href=\"https://laohu8.com/U/3570687182203069\">@阿里巴巴集团</a>","text":"回顾2023年，全球资本市场迎来了一系列动人心魄的波折和新机遇，成为全球资本市场参与者共同见证的重要时刻。地缘政治的波动成为市场关注的焦点，宏观事件影响全球投资者，而芒格老先生的离世也引起了投资者对未来走势的深刻思考。与此同时，科技行业持续引领市场潮流，人工智能、生物技术等新兴领域涌现出众多创新企业。科技的不断演进不仅改变了产业格局，也深刻地塑造了资本市场的投资方向。在这个充满挑战和机遇的一年里，资本市场的参与者们展现出了卓越的创新意识，各个领域的变革和发展要求投资者具备更为敏锐的市场感知，并迫切需要获取更准确的信息。每一个积极通过企业号向老虎社区的虎友们即时分享行业、企业信息的公司都值得褒奖！老虎社区企业号在此隆重揭晓【2023老虎社区企业号年度公司评选榜单】。这些获奖公司秉持着为投资人负责的初心，专注于促进投资者与企业之间的畅通双向沟通，凭借卓越的业绩和积极的沟通态度，赢得了老虎平台投资者的广泛认可，展现了卓越的企业价值和社会责任。恭喜所有荣获2023年度奖项的上市公司伙伴们！这份殊荣是对你们在2023年度资本市场上卓越表现的褒奖，我们为你们的杰出成绩喝彩！此次上榜公司是在老虎社区企业号、以及港美股上市公司的范围内，基于老虎平台统计数据进行筛选的。评选过程中考虑了诸多关键因素，包括但不限于投资者关注度、品牌影响力、企业号活跃度以及与投资者互动情况等。最终产生了「最受投资者喜爱奖」、「最佳投资者陪伴奖」、「最佳品牌价值传播奖」和「最佳传播创新突破奖」四大奖项榜单，共计40个引人注目的获奖名额。老虎社区企业号由衷感谢一路以来与上市公司合作伙伴的共同努力与信任。同时，期待在新的一年里持续携手前行，共同致力于推动企业价值传播，回馈广大投资者的信赖与支持！ 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<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 暴赚232%，发生了啥？他是如何做到的？这篇文章就跟大家一起探讨一下他的发财秘籍，祝所有看到的朋友们都能发财。恭喜虎友 <a href=\"https://laohu8.com/U/4126924776269962\">@壹缠</a> 通过买入特斯拉看跌期权 获利239%。恭喜虎友 <a href=\"https://laohu8.com/U/681616653300\">@还温柔的猫儿</a> 通过卖出特斯拉看涨期权 获利30%。欢迎以上虎友添加虎妞微信（微信：itiger2014），聊聊你的操作思路，获得老虎专访，赢取老虎限量周边。具体来看<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 上周发布了差强人意的三季报，营收EPS双双低于预期，毛利率跌破18%、净利润下滑44%，在被问及对Cybertruck的交付预期时，马斯克一改往日高调，给出保守预估。受此消息影响，特斯拉财报后大跌9.3%。虎友<a href=\"https://laohu8.com/U/4126924776269962\">@壹缠</a> 在特斯拉财报前，提前入场，叠加利空消息，获得了239%的期权收益。当强烈看空一只股票时，买put（买入看跌期权）是一个不错的选择。除此之外sell call（卖出看涨期权）也是一个不错的选择，虎友<a href=\"https://laohu8.com/U/681616653300\">@还温柔的猫儿</a> 表示已经用行动告诉大家我的判断了，整体还是要跌，叠加各种负面信息，交付，利润率，产量，还有油价等因素，但长期坚定看涨，马斯克做了太多伟大的事儿。当然除了buy put 和sell call 之外，也有虎友","listText":"有虎友通过做空 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 暴赚232%，发生了啥？他是如何做到的？这篇文章就跟大家一起探讨一下他的发财秘籍，祝所有看到的朋友们都能发财。恭喜虎友 <a href=\"https://laohu8.com/U/4126924776269962\">@壹缠</a> 通过买入特斯拉看跌期权 获利239%。恭喜虎友 <a href=\"https://laohu8.com/U/681616653300\">@还温柔的猫儿</a> 通过卖出特斯拉看涨期权 获利30%。欢迎以上虎友添加虎妞微信（微信：itiger2014），聊聊你的操作思路，获得老虎专访，赢取老虎限量周边。具体来看<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 上周发布了差强人意的三季报，营收EPS双双低于预期，毛利率跌破18%、净利润下滑44%，在被问及对Cybertruck的交付预期时，马斯克一改往日高调，给出保守预估。受此消息影响，特斯拉财报后大跌9.3%。虎友<a href=\"https://laohu8.com/U/4126924776269962\">@壹缠</a> 在特斯拉财报前，提前入场，叠加利空消息，获得了239%的期权收益。当强烈看空一只股票时，买put（买入看跌期权）是一个不错的选择。除此之外sell call（卖出看涨期权）也是一个不错的选择，虎友<a href=\"https://laohu8.com/U/681616653300\">@还温柔的猫儿</a> 表示已经用行动告诉大家我的判断了，整体还是要跌，叠加各种负面信息，交付，利润率，产量，还有油价等因素，但长期坚定看涨，马斯克做了太多伟大的事儿。当然除了buy put 和sell call 之外，也有虎友","text":"有虎友通过做空 $特斯拉(TSLA)$ 暴赚232%，发生了啥？他是如何做到的？这篇文章就跟大家一起探讨一下他的发财秘籍，祝所有看到的朋友们都能发财。恭喜虎友 @壹缠 通过买入特斯拉看跌期权 获利239%。恭喜虎友 @还温柔的猫儿 通过卖出特斯拉看涨期权 获利30%。欢迎以上虎友添加虎妞微信（微信：itiger2014），聊聊你的操作思路，获得老虎专访，赢取老虎限量周边。具体来看$特斯拉(TSLA)$ 上周发布了差强人意的三季报，营收EPS双双低于预期，毛利率跌破18%、净利润下滑44%，在被问及对Cybertruck的交付预期时，马斯克一改往日高调，给出保守预估。受此消息影响，特斯拉财报后大跌9.3%。虎友@壹缠 在特斯拉财报前，提前入场，叠加利空消息，获得了239%的期权收益。当强烈看空一只股票时，买put（买入看跌期权）是一个不错的选择。除此之外sell call（卖出看涨期权）也是一个不错的选择，虎友@还温柔的猫儿 表示已经用行动告诉大家我的判断了，整体还是要跌，叠加各种负面信息，交付，利润率，产量，还有油价等因素，但长期坚定看涨，马斯克做了太多伟大的事儿。当然除了buy put 和sell call 之外，也有虎友","images":[{"img":"https://static.tigerbbs.com/23127e741a31e296fa8e3d7f0cce9d81","width":"1080","height":"1080"},{"img":"https://static.tigerbbs.com/58637d566ebf5370e6546bcb6a2b93e0","width":"1382","height":"1036"},{"img":"https://static.tigerbbs.com/70a3bbcba04f6fda98a30fb209a96094","width":"1382","height":"1036"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/233971103551624","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":230126338162960,"gmtCreate":1697201867945,"gmtModify":1697201869342,"author":{"id":"4095630847582090","authorId":"4095630847582090","name":"Fanlization","avatar":"https://static.tigerbbs.com/4ff33c5fed6426a68a814ef72a46d188","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095630847582090","idStr":"4095630847582090"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/230126338162960","repostId":"1150989292","repostType":4,"isVote":1,"tweetType":1,"viewCount":1181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":222623689396336,"gmtCreate":1695378857323,"gmtModify":1695378858776,"author":{"id":"4095630847582090","authorId":"4095630847582090","name":"Fanlization","avatar":"https://static.tigerbbs.com/4ff33c5fed6426a68a814ef72a46d188","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095630847582090","idStr":"4095630847582090"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/222623689396336","repostId":"222641661218832","repostType":1,"repost":{"id":222641661218832,"gmtCreate":1695375795415,"gmtModify":1745308656714,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36979109942400","idStr":"36979109942400"},"themes":[],"title":"港股周报：重磅利好要来了？","htmlText":"本周，港股行情萎靡，但周五一根2.28%的大阳线让投资者重新看到希望。消息面上，市场盛传各类利好消息，如路透社消息:据传中国政府计划将于9月22日推出一系列救市举措，限制融券做空，成立平准基金等：再如彭博社传出的消息，称中国正考虑放宽外资对部分A股持股上限，但目前讨论尚处初期阶段。目前，该消息未获官方证实。港股方面也有好消息传来，昨天，香港行政长官李家超在出席金融服务界国庆酒会时表示，近日，促进股票市场流动性专责小组正加紧开会深入研究促进市场流动性的措施，并会向其提交建议报告，相信香港有好多“好桥”（好主意），金融界亦不例外，期待金融界人士向专责小组提出更多“好桥”建议，让小组集思广益。重磅利好或许已在路上！板块方面，本周材料和医疗保健表现较好，其他板块多数下跌，跌幅最大的依然是房地产，主要是前期大涨之后，地产销售数据并未明显改善：南下资金本周净流入144亿港币，但令人意外的是周五港股大涨之下，南下资金竟然选择获利了结：下周，港A股将迎来中秋、国庆假期，港股通将关闭数日，投资者敬请注意。本周港股大事件：1.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;名创优品发布年度业绩，净利润17.69亿元，同比增加177.2%，有意购回最多价值2亿美元的美国存托股份；2.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 中国最大的以平台为中心的决策类人工智能公司第四范式本周招股，下周四上市交易；3.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 《十四届全国人大常委会立法规划》对外公布，房地产税立法并未出现在本次立法规划中；4.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 贝莱德首席中国经济学家宋宇、贝莱德基金首席投资官陆文杰在接受中国证券报采访时表示，对中国股票态度积极，当前存在底部超配的价值；5.&nbsp;&amp;nb","listText":"本周，港股行情萎靡，但周五一根2.28%的大阳线让投资者重新看到希望。消息面上，市场盛传各类利好消息，如路透社消息:据传中国政府计划将于9月22日推出一系列救市举措，限制融券做空，成立平准基金等：再如彭博社传出的消息，称中国正考虑放宽外资对部分A股持股上限，但目前讨论尚处初期阶段。目前，该消息未获官方证实。港股方面也有好消息传来，昨天，香港行政长官李家超在出席金融服务界国庆酒会时表示，近日，促进股票市场流动性专责小组正加紧开会深入研究促进市场流动性的措施，并会向其提交建议报告，相信香港有好多“好桥”（好主意），金融界亦不例外，期待金融界人士向专责小组提出更多“好桥”建议，让小组集思广益。重磅利好或许已在路上！板块方面，本周材料和医疗保健表现较好，其他板块多数下跌，跌幅最大的依然是房地产，主要是前期大涨之后，地产销售数据并未明显改善：南下资金本周净流入144亿港币，但令人意外的是周五港股大涨之下，南下资金竟然选择获利了结：下周，港A股将迎来中秋、国庆假期，港股通将关闭数日，投资者敬请注意。本周港股大事件：1.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;名创优品发布年度业绩，净利润17.69亿元，同比增加177.2%，有意购回最多价值2亿美元的美国存托股份；2.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 中国最大的以平台为中心的决策类人工智能公司第四范式本周招股，下周四上市交易；3.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 《十四届全国人大常委会立法规划》对外公布，房地产税立法并未出现在本次立法规划中；4.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 贝莱德首席中国经济学家宋宇、贝莱德基金首席投资官陆文杰在接受中国证券报采访时表示，对中国股票态度积极，当前存在底部超配的价值；5.&nbsp;&amp;nb","text":"本周，港股行情萎靡，但周五一根2.28%的大阳线让投资者重新看到希望。消息面上，市场盛传各类利好消息，如路透社消息:据传中国政府计划将于9月22日推出一系列救市举措，限制融券做空，成立平准基金等：再如彭博社传出的消息，称中国正考虑放宽外资对部分A股持股上限，但目前讨论尚处初期阶段。目前，该消息未获官方证实。港股方面也有好消息传来，昨天，香港行政长官李家超在出席金融服务界国庆酒会时表示，近日，促进股票市场流动性专责小组正加紧开会深入研究促进市场流动性的措施，并会向其提交建议报告，相信香港有好多“好桥”（好主意），金融界亦不例外，期待金融界人士向专责小组提出更多“好桥”建议，让小组集思广益。重磅利好或许已在路上！板块方面，本周材料和医疗保健表现较好，其他板块多数下跌，跌幅最大的依然是房地产，主要是前期大涨之后，地产销售数据并未明显改善：南下资金本周净流入144亿港币，但令人意外的是周五港股大涨之下，南下资金竟然选择获利了结：下周，港A股将迎来中秋、国庆假期，港股通将关闭数日，投资者敬请注意。本周港股大事件：1. 名创优品发布年度业绩，净利润17.69亿元，同比增加177.2%，有意购回最多价值2亿美元的美国存托股份；2. 中国最大的以平台为中心的决策类人工智能公司第四范式本周招股，下周四上市交易；3. 《十四届全国人大常委会立法规划》对外公布，房地产税立法并未出现在本次立法规划中；4. 贝莱德首席中国经济学家宋宇、贝莱德基金首席投资官陆文杰在接受中国证券报采访时表示，对中国股票态度积极，当前存在底部超配的价值；5. &nb","images":[{"img":"https://static.tigerbbs.com/5a02447c1bdaea67ef96c740ef10df12","width":"800","height":"230"},{"img":"https://static.tigerbbs.com/a731beee557e7a4ecb9bfc6082b6ff70","width":"1090","height":"546"},{"img":"https://static.tigerbbs.com/ef7b274cd370cddaaa14e5c49f1a3489","width":"1110","height":"544"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/222641661218832","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":217690603417688,"gmtCreate":1694181667098,"gmtModify":1694181668625,"author":{"id":"4095630847582090","authorId":"4095630847582090","name":"Fanlization","avatar":"https://static.tigerbbs.com/4ff33c5fed6426a68a814ef72a46d188","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095630847582090","idStr":"4095630847582090"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/217690603417688","repostId":"1183967577","repostType":4,"repost":{"id":"1183967577","kind":"news","pubTimestamp":1694181202,"share":"https://ttm.financial/m/news/1183967577?lang=&edition=full","pubTime":"2023-09-08 21:53","market":"us","language":"zh","title":"空中出租车公司Archer Aviation年内暴涨，木头姐继续抢筹","url":"https://stock-news.laohu8.com/highlight/detail?id=1183967577","media":"智通财经网","summary":"Archer Aviation生产可在城市运行的电动垂直起降飞机。","content":"<html><head></head><body><p>“木头姐”凯西·伍德旗下的方舟投资(ARK INVEST)周四继续抢购Archer Aviation。旗舰基金ARK Innovation ETF(ARKK)买入199,949股Archer Aviation股票，ARK Autonomous Technology &amp; Robotics ETF (ARKQ)购买了26,067股， ARK Space Exploration &amp; Innovation ETF (ARKX) 购买了7,334股。</p><p style=\"text-align: justify;\">总部位于加州圣克拉拉的Archer Aviation年内涨幅234%，目前位列ARKQ基金的前十大持仓股。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e25e4104d23fe58f2eb83396fd0c51c\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">Archer Aviation生产可在城市运行的电动垂直起降飞机，目标是创建一个强大的空中出租车服务。</p><p style=\"text-align: justify;\">Archer Aviation最近获得了一笔2.15亿美元的投资，投资方包括Stellantis NV、波音、联合大陆航空、方舟投资。这轮投资包括今年早些时候达成的战略融资协议规定的Stellantis 加速投资7000万美元，该协议下还有5500万美元的剩余资金。</p><p style=\"text-align: justify;\">Archer Aviation在声明中表示：“Stellantis的承诺是无与伦比的，从其提供加速Archer业务目标所需的制造专业知识和资本的远见，到首席执行官Carlos Tavares和首席工程技术官Ned Curic的战略愿景和坚定支持。”</p><p style=\"text-align: justify;\">Archer Aviation还表示，已与波音和Wisk达成协议，将开展自主飞行合作，并解决诉讼事宜。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>空中出租车公司Archer Aviation年内暴涨，木头姐继续抢筹</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n空中出租车公司Archer Aviation年内暴涨，木头姐继续抢筹\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-08 21:53 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/992759.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“木头姐”凯西·伍德旗下的方舟投资(ARK INVEST)周四继续抢购Archer Aviation。旗舰基金ARK Innovation ETF(ARKK)买入199,949股Archer Aviation股票，ARK Autonomous Technology & Robotics ETF (ARKQ)购买了26,067股， ARK Space Exploration & Innovation...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/992759.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/8b5705930e46389507e8b9cc4f61907c","relate_stocks":{},"source_url":"https://www.zhitongcaijing.com/content/detail/992759.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1183967577","content_text":"“木头姐”凯西·伍德旗下的方舟投资(ARK INVEST)周四继续抢购Archer Aviation。旗舰基金ARK Innovation ETF(ARKK)买入199,949股Archer Aviation股票，ARK Autonomous Technology & Robotics ETF (ARKQ)购买了26,067股， ARK Space Exploration & Innovation ETF (ARKX) 购买了7,334股。总部位于加州圣克拉拉的Archer Aviation年内涨幅234%，目前位列ARKQ基金的前十大持仓股。Archer Aviation生产可在城市运行的电动垂直起降飞机，目标是创建一个强大的空中出租车服务。Archer Aviation最近获得了一笔2.15亿美元的投资，投资方包括Stellantis NV、波音、联合大陆航空、方舟投资。这轮投资包括今年早些时候达成的战略融资协议规定的Stellantis 加速投资7000万美元，该协议下还有5500万美元的剩余资金。Archer Aviation在声明中表示：“Stellantis的承诺是无与伦比的，从其提供加速Archer业务目标所需的制造专业知识和资本的远见，到首席执行官Carlos Tavares和首席工程技术官Ned Curic的战略愿景和坚定支持。”Archer Aviation还表示，已与波音和Wisk达成协议，将开展自主飞行合作，并解决诉讼事宜。","news_type":1,"symbols_score_info":{"ACHR":1.1}},"isVote":1,"tweetType":1,"viewCount":1456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":207466783289568,"gmtCreate":1691679703058,"gmtModify":1691679704619,"author":{"id":"4095630847582090","authorId":"4095630847582090","name":"Fanlization","avatar":"https://static.tigerbbs.com/4ff33c5fed6426a68a814ef72a46d188","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095630847582090","idStr":"4095630847582090"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/207466783289568","repostId":"1186584854","repostType":2,"repost":{"id":"1186584854","kind":"news","pubTimestamp":1691630102,"share":"https://ttm.financial/m/news/1186584854?lang=&edition=full","pubTime":"2023-08-10 09:15","market":"us","language":"zh","title":"“股神”奥尼尔：26个月内大赚20倍的投资方法","url":"https://stock-news.laohu8.com/highlight/detail?id=1186584854","media":"红与绿","summary":"在你的决策错误时，尽量亏最少的钱。","content":"<html><head></head><body><blockquote>在股市赢大钱的秘密，并不是每次都做出正确的决定，而是要在你的决策错误时，尽量亏最少的钱。</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3116fd644eafa27b63de82197dfd80d5\" title=\"\" tg-width=\"660\" tg-height=\"697\"/></p><p style=\"text-align: justify;\">能够建立一套有效的投资法则是每一位交易者梦寐以求的事情，而每个成功的交易者都拥有一套属于自己的投资体系。今天向大家介绍的是美国知名投资家、企业家兼作家及股票经纪人威廉·奥尼尔（William J. O’Neil）是如何自创著名的“CANSLIM”选股投资法则，并在投资实操中创下26个月内大赚20倍的纪录。奥尼尔以及其投资策略“CANSLIM”被人称为“散户灯塔”，该策略究竟有什么过人之处？</p><h2 id=\"id_1701131234\" style=\"text-align: justify;\">1、 用500美元投资变20万美元</h2><p style=\"text-align: justify;\">奥尼尔于1933年出在俄克拉荷马城，毕业于南卫理公会大学（Southern Methodist University，在获得商科学士后，便在美国空军服役。1962年-1963年期间，21岁的他开始以500美元展开其投资生涯，通过宝洁、克莱斯勒、Syntex等两三只股票的交易，8年后，他的投资由当初的500美元变成了20万美元。</p><p style=\"text-align: justify;\">奥尼尔曾经提到，“一般来说，<strong>股票交易要成功，需要具备三项要素：有效的股票选择程序，风险的控制以及对所述的前两项要素严格执行的纪律。”</strong></p><h2 id=\"id_30360874\" style=\"text-align: justify;\">2、创下26个月内大赚20倍纪录</h2><p style=\"text-align: justify;\">从空军退役后，奥尼尔在洛杉矶的海登·斯通（Hayden, Stone &amp; Company）证券公司担任经纪人及在哈佛大学的管理发展所（PMD：Program for Management Development）研究期间，开始研究美国股票史上涨幅最大的股票所具有的特性，发展出著名的“CANSLIM”选股投资法则，他以CANSLIM的方法进行实际投资，创下在26个月内大赚20倍的纪录。</p><h2 id=\"id_1293127763\" style=\"text-align: justify;\">3、投资大亨、企业家与作家多重身份</h2><p style=\"text-align: justify;\">29岁的奥尼尔创立威廉·奥尼尔公司（William O’Neil &amp; Co.,Inc.），30岁买下纽交所席位，成为当时最年轻的交易席位拥有者。1984年创立了知名的财经日报和网站——商业报纸《投资者商业日报》（IBD），成为唯一可以和华尔街日报（The Wall Street Journal）媲美的投资日报。值得一提的是，2021年5月，“媒体大亨”默多克执掌的新闻集团以2.75亿美元收购了《投资者商业日报》，并将其纳入道琼斯公司。</p><p style=\"text-align: justify;\">另外，奥尼尔还有曾经写过4本投资著作，其中《股票投资的24堂必修课》，从选股、选基金，再到寻找买卖点等投资策略都有提及到；另外，还有一本著名的书籍就是《笑傲股市》，该书堪称交易界的经典之作。奥尼尔是技术分析的坚定拥护者，在著述本书的过程中，他分析了100多年的股票价格数据，以便更好地了解技术分析的各种原则。</p><p style=\"text-align: justify;\">本书为全球畅销书，作者通过各式各样的市场，向全球数百万个人投资者传授累积财富的秘密。该书通过奥尼尔的CANSLIM®投资系统，一套让风险极小化且通过考验的七步骤流程，拥有强大的力量，已经对数个时代的交易者造成深远的影响。</p><h2 id=\"id_673927369\" style=\"text-align: justify;\">4、“CANSLIM”选股投资法则</h2><p style=\"text-align: justify;\">十余年前，威廉·奥尼尔公司就已成为全球主要基金经理人最喜爱的投资顾问公司之一，有超过600位基金经理人听取威廉·奥尼尔的投资建议，而《投资者商业日报》的全美订阅人数曾超过30万人，对股市的影响非常大，威廉·奥尼尔公司目前仍担任其旗下五家公司的董事长，并持续以演讲的方式宣扬其“CANSLIM”的投资策略。</p><p style=\"text-align: justify;\">接下来让我们来认识一下CANSLIM投资法则。CANSLIM各个字母分别代表一项个股特性，其中CAN为个股基本面，SLIM为技术面。</p><p style=\"text-align: justify;\">以下将为大家介绍这个投资理论。</p><p style=\"text-align: justify;\"><strong>C - 目前盈利：</strong>寻找当前净盈利同比大幅增长的公司，增幅越大越好，最少要有18%-20%（Current quarterly earning per share must be up at least 18~20%）。</p><p style=\"text-align: justify;\"><strong>A - 年收益：</strong>寻找年度盈利正持续增长的公司。过去5年盈余显著增长，复合增长率15%-50%或以上（Annual earning per share should be meaningful growth over the last five years, the annual compounded growth rate of earnings in the superior firms should be from 15% to 50%, or even more per year）。</p><p style=\"text-align: justify;\"><strong>N - 新因素：</strong>CAN SLIM最大赢家是有一些创新因素，包括新产品，新管理层，价格创新高等，忘了低价股，低价股通常有其理由存在。（Buy companies with new products, new management, or significant new changes in their industry conditions, and most important, buy stocks as they initially make new highs in price. Forget cheap stocks—they are usually cheap for a good reason）。</p><p style=\"text-align: justify;\"><strong>S - 供给与需求：</strong>假如数量有限的股票遇上强劲需求将推动价格上升。相反，股份发行过量碰上需求疲软将导致价格下降。流通在外股份数量少或在合理水平范围内（Shares outstanding should be small or of reasonable number, not large capitalization, older companies）。</p><p style=\"text-align: justify;\"><strong>L - 强势股还是弱势股：</strong>强势股是代表那些表现出最大的盈利增长，强劲的销售，和优越的股价表现的企业，并且公司处于领先的行业当中。并要适应在高价位买入，在更高的价位卖出。(Leader or Laggard：the 500 best performing stocks from 1953 to 1990 averaged a relative price strength of 87)</p><p style=\"text-align: justify;\"><strong>I - 机构持股：</strong>基金，银行和其他专业投资机构都是推动市场的动力要素。一只股票有最佳表现，必须有机构投资者的支持，去推动其价格走势。(Institutional sponsorship：Buy stocks with at least a few institutional sponsors with better than average recent performance records)</p><p style=\"text-align: justify;\"><strong>M - 市场趋势：</strong>跟随市场趋势，并确认于市场涨势的情况下入市，并在调整时静观其变。(Market Direction)</p><h2 id=\"id_1942924333\" style=\"text-align: justify;\">5、给散户的忠告</h2><p style=\"text-align: justify;\">他提到，即使是最成功的投资者都会犯错。这些不好的决策，将导致人们产生亏损，而如果你没有遵守纪律、不够谨慎，其中某些亏损甚至可能变得非常糟糕。</p><p style=\"text-align: justify;\"><strong>你必须接受一个事实，选股与时机的掌握经常都会出错，即使是最有经验的专业投资者也会犯错，而放任亏损不断扩大，是所有投资错误中最严重的一个。</strong></p><p style=\"text-align: justify;\">散户投资者一定要设定坚定的法则，把投资到每一只股票的最大损失，限制在原始资本的7%-8%之间。</p><p style=\"text-align: justify;\">当股价下跌时，即使你不卖出，你还是得承担损失，所以最好卖掉股票并换回现金，这时候你才能够以更客观的态度来思考一切的事情。</p><p style=\"text-align: justify;\">奥尼尔认为那些会对自己说“我不担心我的股价下跌，因为它们是好股票，而且还继续收到股利”是非常危险，而且可能很愚蠢的。</p><p style=\"text-align: justify;\">在错的时机买进的好股票，也可能会跌得和烂股票一样多，而且它们可能根本就不是那么好的股票，只不过是你自己一厢情愿认为它们好而已。</p><p style=\"text-align: justify;\">股市里没有什么事是确定的，也没有安全的股票，任何股票都可能在任何时刻下跌，而且你绝对无法知道它会跌多少。</p><p style=\"text-align: justify;\">超级成功的散户投资者第一条法则：一定要执行止损，限制每一笔亏损的金额，要做到这一点，需要无限的纪律和勇气。</p><p style=\"text-align: justify;\">当你的决策可能错误时，必须承认错误，并毫不犹豫地卖出，在亏损尚未扩大前执行止损。你必须顺势而为，不要试图要求市场来配合你。</p><p style=\"text-align: justify;\"><strong>在股市赢大钱的秘密，并不是每次都做出正确的决定，而是要在你的决策错误时，尽量亏最少的钱。</strong></p><h2 id=\"id_2838690789\" style=\"text-align: justify;\">6、总结</h2><p style=\"text-align: justify;\">一般而言，投资股票要获得成功需要三项基本要件：即一套有效的选股策略、风险管理以及遵守上述两项要件的纪律。而威廉·欧奥尼尔就是一个最好的范例。他设计出一套非常高明的选股方法CANSLIM，和一套控制风险的原则。同时，他也很有纪律地执行自己的选股策略与风险管理原则。</p></body></html>","source":"lsy1584353588345","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“股神”奥尼尔：26个月内大赚20倍的投资方法\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-10 09:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/fk_w3N8JGx4Z6xYWvmm2mQ?global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A4%7D><strong>红与绿</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在股市赢大钱的秘密，并不是每次都做出正确的决定，而是要在你的决策错误时，尽量亏最少的钱。能够建立一套有效的投资法则是每一位交易者梦寐以求的事情，而每个成功的交易者都拥有一套属于自己的投资体系。今天向大家介绍的是美国知名投资家、企业家兼作家及股票经纪人威廉·奥尼尔（William J. O’Neil）是如何自创著名的“CANSLIM”选股投资法则，并在投资实操中创下26个月内大赚20倍的纪录。奥尼尔...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/fk_w3N8JGx4Z6xYWvmm2mQ?global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A4%7D\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3116fd644eafa27b63de82197dfd80d5","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://mp.weixin.qq.com/s/fk_w3N8JGx4Z6xYWvmm2mQ?global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A4%7D","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186584854","content_text":"在股市赢大钱的秘密，并不是每次都做出正确的决定，而是要在你的决策错误时，尽量亏最少的钱。能够建立一套有效的投资法则是每一位交易者梦寐以求的事情，而每个成功的交易者都拥有一套属于自己的投资体系。今天向大家介绍的是美国知名投资家、企业家兼作家及股票经纪人威廉·奥尼尔（William J. O’Neil）是如何自创著名的“CANSLIM”选股投资法则，并在投资实操中创下26个月内大赚20倍的纪录。奥尼尔以及其投资策略“CANSLIM”被人称为“散户灯塔”，该策略究竟有什么过人之处？1、 用500美元投资变20万美元奥尼尔于1933年出在俄克拉荷马城，毕业于南卫理公会大学（Southern Methodist University，在获得商科学士后，便在美国空军服役。1962年-1963年期间，21岁的他开始以500美元展开其投资生涯，通过宝洁、克莱斯勒、Syntex等两三只股票的交易，8年后，他的投资由当初的500美元变成了20万美元。奥尼尔曾经提到，“一般来说，股票交易要成功，需要具备三项要素：有效的股票选择程序，风险的控制以及对所述的前两项要素严格执行的纪律。”2、创下26个月内大赚20倍纪录从空军退役后，奥尼尔在洛杉矶的海登·斯通（Hayden, Stone & Company）证券公司担任经纪人及在哈佛大学的管理发展所（PMD：Program for Management Development）研究期间，开始研究美国股票史上涨幅最大的股票所具有的特性，发展出著名的“CANSLIM”选股投资法则，他以CANSLIM的方法进行实际投资，创下在26个月内大赚20倍的纪录。3、投资大亨、企业家与作家多重身份29岁的奥尼尔创立威廉·奥尼尔公司（William O’Neil & Co.,Inc.），30岁买下纽交所席位，成为当时最年轻的交易席位拥有者。1984年创立了知名的财经日报和网站——商业报纸《投资者商业日报》（IBD），成为唯一可以和华尔街日报（The Wall Street Journal）媲美的投资日报。值得一提的是，2021年5月，“媒体大亨”默多克执掌的新闻集团以2.75亿美元收购了《投资者商业日报》，并将其纳入道琼斯公司。另外，奥尼尔还有曾经写过4本投资著作，其中《股票投资的24堂必修课》，从选股、选基金，再到寻找买卖点等投资策略都有提及到；另外，还有一本著名的书籍就是《笑傲股市》，该书堪称交易界的经典之作。奥尼尔是技术分析的坚定拥护者，在著述本书的过程中，他分析了100多年的股票价格数据，以便更好地了解技术分析的各种原则。本书为全球畅销书，作者通过各式各样的市场，向全球数百万个人投资者传授累积财富的秘密。该书通过奥尼尔的CANSLIM®投资系统，一套让风险极小化且通过考验的七步骤流程，拥有强大的力量，已经对数个时代的交易者造成深远的影响。4、“CANSLIM”选股投资法则十余年前，威廉·奥尼尔公司就已成为全球主要基金经理人最喜爱的投资顾问公司之一，有超过600位基金经理人听取威廉·奥尼尔的投资建议，而《投资者商业日报》的全美订阅人数曾超过30万人，对股市的影响非常大，威廉·奥尼尔公司目前仍担任其旗下五家公司的董事长，并持续以演讲的方式宣扬其“CANSLIM”的投资策略。接下来让我们来认识一下CANSLIM投资法则。CANSLIM各个字母分别代表一项个股特性，其中CAN为个股基本面，SLIM为技术面。以下将为大家介绍这个投资理论。C - 目前盈利：寻找当前净盈利同比大幅增长的公司，增幅越大越好，最少要有18%-20%（Current quarterly earning per share must be up at least 18~20%）。A - 年收益：寻找年度盈利正持续增长的公司。过去5年盈余显著增长，复合增长率15%-50%或以上（Annual earning per share should be meaningful growth over the last five years, the annual compounded growth rate of earnings in the superior firms should be from 15% to 50%, or even more per year）。N - 新因素：CAN SLIM最大赢家是有一些创新因素，包括新产品，新管理层，价格创新高等，忘了低价股，低价股通常有其理由存在。（Buy companies with new products, new management, or significant new changes in their industry conditions, and most important, buy stocks as they initially make new highs in price. Forget cheap stocks—they are usually cheap for a good reason）。S - 供给与需求：假如数量有限的股票遇上强劲需求将推动价格上升。相反，股份发行过量碰上需求疲软将导致价格下降。流通在外股份数量少或在合理水平范围内（Shares outstanding should be small or of reasonable number, not large capitalization, older companies）。L - 强势股还是弱势股：强势股是代表那些表现出最大的盈利增长，强劲的销售，和优越的股价表现的企业，并且公司处于领先的行业当中。并要适应在高价位买入，在更高的价位卖出。(Leader or Laggard：the 500 best performing stocks from 1953 to 1990 averaged a relative price strength of 87)I - 机构持股：基金，银行和其他专业投资机构都是推动市场的动力要素。一只股票有最佳表现，必须有机构投资者的支持，去推动其价格走势。(Institutional sponsorship：Buy stocks with at least a few institutional sponsors with better than average recent performance records)M - 市场趋势：跟随市场趋势，并确认于市场涨势的情况下入市，并在调整时静观其变。(Market Direction)5、给散户的忠告他提到，即使是最成功的投资者都会犯错。这些不好的决策，将导致人们产生亏损，而如果你没有遵守纪律、不够谨慎，其中某些亏损甚至可能变得非常糟糕。你必须接受一个事实，选股与时机的掌握经常都会出错，即使是最有经验的专业投资者也会犯错，而放任亏损不断扩大，是所有投资错误中最严重的一个。散户投资者一定要设定坚定的法则，把投资到每一只股票的最大损失，限制在原始资本的7%-8%之间。当股价下跌时，即使你不卖出，你还是得承担损失，所以最好卖掉股票并换回现金，这时候你才能够以更客观的态度来思考一切的事情。奥尼尔认为那些会对自己说“我不担心我的股价下跌，因为它们是好股票，而且还继续收到股利”是非常危险，而且可能很愚蠢的。在错的时机买进的好股票，也可能会跌得和烂股票一样多，而且它们可能根本就不是那么好的股票，只不过是你自己一厢情愿认为它们好而已。股市里没有什么事是确定的，也没有安全的股票，任何股票都可能在任何时刻下跌，而且你绝对无法知道它会跌多少。超级成功的散户投资者第一条法则：一定要执行止损，限制每一笔亏损的金额，要做到这一点，需要无限的纪律和勇气。当你的决策可能错误时，必须承认错误，并毫不犹豫地卖出，在亏损尚未扩大前执行止损。你必须顺势而为，不要试图要求市场来配合你。在股市赢大钱的秘密，并不是每次都做出正确的决定，而是要在你的决策错误时，尽量亏最少的钱。6、总结一般而言，投资股票要获得成功需要三项基本要件：即一套有效的选股策略、风险管理以及遵守上述两项要件的纪律。而威廉·欧奥尼尔就是一个最好的范例。他设计出一套非常高明的选股方法CANSLIM，和一套控制风险的原则。同时，他也很有纪律地执行自己的选股策略与风险管理原则。","news_type":1,"symbols_score_info":{".DJI":1.1,".IXIC":1.1,".SPX":1.1}},"isVote":1,"tweetType":1,"viewCount":813,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":207258518003896,"gmtCreate":1691629162210,"gmtModify":1691629163344,"author":{"id":"4095630847582090","authorId":"4095630847582090","name":"Fanlization","avatar":"https://static.tigerbbs.com/4ff33c5fed6426a68a814ef72a46d188","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095630847582090","idStr":"4095630847582090"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/207258518003896","repostId":"2358020620","repostType":2,"repost":{"id":"2358020620","kind":"highlight","pubTimestamp":1691548200,"share":"https://ttm.financial/m/news/2358020620?lang=&edition=full","pubTime":"2023-08-09 10:30","market":"us","language":"en","title":"Benitec Biopharma Inc. Announces Pricing of $30 Million Underwritten Public Offering","url":"https://stock-news.laohu8.com/highlight/detail?id=2358020620","media":"StreetInsider","summary":"HAYWARD, Calif., Aug. 08, 2023 (GLOBE NEWSWIRE) -- Benitec Biopharma Inc. (Nasdaq: BNTC) (“Benitec” or the “Company”), a clinical-stage, gene therapy-focused, biotechnology company developing novel ge","content":"<html><body><div>\n<p>HAYWARD, Calif., Aug. 08, 2023 (GLOBE NEWSWIRE) -- Benitec Biopharma Inc. (Nasdaq: BNTC) (“Benitec” or the “Company”), a clinical-stage, gene therapy-focused, biotechnology company developing novel genetic medicines based on its proprietary DNA-directed RNA interference (\"ddRNAi\") “Silence and Replace” platform, today announced the pricing of its underwritten public offering of 15,544,041 shares of its common stock (or pre-funded warrants to purchase common stock in lieu thereof) and accompanying warrants to purchase up to 15,544,041 shares of common stock. Each share of common stock is being sold together with one common warrant to purchase one share of common stock at a combined offering price of $1.93 and each pre-funded warrant, if any, is being sold together with one common warrant to purchase one share of common stock at a combined offering price of $1.9299. The pre-funded warrants, if any, will be immediately exercisable until exercised in full at an exercise price of $0.0001 per share of common stock. The common warrants will be immediately exercisable at an exercise price of $3.86 per share of common stock and will expire on the fifth anniversary of such initial exercise date. The offering is expected to close on August 11, 2023, subject to customary closing conditions. In addition, Benitec has granted the underwriter a 30 day option to purchase an additional 2,331,606 shares of common stock and/or common warrants to purchase up to an additional 2,331,606 shares of common stock at the public offering price, less discounts and commissions.</p> <p>The aggregate gross proceeds to Benitec from the public offering are expected to be approximately $30 million, prior to deducting underwriting discounts, commissions and other estimated offering expenses. The institutional investors participating in the offering are expected to include Adage Capital Partners LP, Janus Henderson Investors and Suvretta Capital, as well as other new and existing investors.</p> <p>The Company intends to use the net proceeds from this financing to support the clinical development of BB-301, including the natural history lead-in study and the Phase 1b/2a BB-301 treatment study, for the continued advancement of development activities for other existing and new product candidates, for general corporate purposes and for strategic growth opportunities.</p> <p>JMP Securities, A Citizens Company, is acting as sole book-running manager for the offering.</p> <p>The Securities and Exchange Commission (“SEC”) declared effective a registration statement on Form S-1 relating to these securities on August 8, 2023. A final prospectus relating to this offering will be filed with the SEC. The offering is being made only by means of a prospectus. Copies of the prospectus relating to the offering may be obtained, when available, from Citizens JMP Securities, LLC, 600 Montgomery Street, 10th Floor, San Francisco, CA 94111, Attention: Prospectus Department, or by calling (415) 835-8985, or by email at <span>[email protected]</span>. Investors may also obtain these documents at no cost by visiting the SEC’s website at http://www.sec.gov.</p> <p>Before you invest, you should read the prospectus and other documents the Company has filed or will file with the SEC for more complete information about the Company and the offering.</p> <p>This press release shall not constitute an offer to sell or the solicitation of an offer to buy, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.</p> <p><strong>About Benitec Biopharma Inc.</strong></p><div><div><div></div></div></div> <p>Benitec Biopharma Inc. (“Benitec” or the “Company”) is a clinical-stage biotechnology company focused on the advancement of novel genetic medicines with headquarters in Hayward, California. The proprietary DNA-directed RNA interference “Silence and Replace” platform combines RNA interference, or RNAi, with gene therapy to create medicines that simultaneously facilitate sustained silencing of disease-causing genes and concomitant delivery of wildtype replacement genes following a single administration of the therapeutic construct. The Company is developing Silence and Replace-based therapeutics for chronic and life-threatening human conditions including Oculopharyngeal Muscular Dystrophy (OPMD). A comprehensive overview of the Company can be found on Benitec’s website at www.benitec.com.</p> <p><strong>Cautionary Note Concerning Forward-Looking Statements</strong></p> <p>This press release contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, including with respect to the proposed offering. No assurance can be given that the offering discussed above will be completed on the terms described, or at all, or that the proceeds of the offering will be used as indicated. Factors that could cause actual results to differ materially include, but are not limited to, the risk factors described in Benitec’s filings with the SEC. Benitec’s filings can be obtained free of charge on the SEC’s website at www.sec.gov. Except to the extent required by law, Benitec expressly disclaims any obligations or undertaking to release publicly any updates or revisions to any forward-looking statements contained herein to reflect any change in Benitec’s expectations with respect thereto or any change in events, conditions or circumstances on which any statement is based.</p> <p><strong>Investor Relations Contacts</strong>:</p> <p>William WindhamVP, Solebury Strategic CommunicationsPhone: 646-378-2946Email: <span>[email protected]</span></p> <img src=\"https://www.globenewswire.com/newsroom/ti?nf=ODg5MDM0OCM1NzQ1NTI5IzIyNTEwNzE=\"/> <img referrerpolicy=\"no-referrer-when-downgrade\" src=\"https://ml.globenewswire.com/media/ZmI0ZWVmOGQtZmM4Yi00NTZiLTk5MjEtMWUwODlmNmVlNThhLTEyNjI2MjQ=/tiny/Benitec-Biopharma-Inc-.png\"/><p><img border=\"0\" height=\"47\" src=\"https://ml.globenewswire.com/media/627c78fb-57b8-41c6-89da-62599af40dd1/small/logo-png.png\" width=\"150\"/></p>\nSource: Benitec Biopharma Inc. </div></body></html>","source":"highlight_streetinsider","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>Benitec Biopharma Inc. Announces Pricing of $30 Million Underwritten Public Offering</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\">\nBenitec Biopharma Inc. Announces Pricing of $30 Million Underwritten Public Offering\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-09 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=22016003><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>HAYWARD, Calif., Aug. 08, 2023 (GLOBE NEWSWIRE) -- Benitec Biopharma Inc. (Nasdaq: BNTC) (“Benitec” or the “Company”), a clinical-stage, gene therapy-focused, biotechnology company developing novel ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=22016003\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BNTC":"Benitec Biopharma Limited","BK4139":"生物科技"},"source_url":"https://www.streetinsider.com/dr/news.php?id=22016003","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2358020620","content_text":"HAYWARD, Calif., Aug. 08, 2023 (GLOBE NEWSWIRE) -- Benitec Biopharma Inc. (Nasdaq: BNTC) (“Benitec” or the “Company”), a clinical-stage, gene therapy-focused, biotechnology company developing novel genetic medicines based on its proprietary DNA-directed RNA interference (\"ddRNAi\") “Silence and Replace” platform, today announced the pricing of its underwritten public offering of 15,544,041 shares of its common stock (or pre-funded warrants to purchase common stock in lieu thereof) and accompanying warrants to purchase up to 15,544,041 shares of common stock. Each share of common stock is being sold together with one common warrant to purchase one share of common stock at a combined offering price of $1.93 and each pre-funded warrant, if any, is being sold together with one common warrant to purchase one share of common stock at a combined offering price of $1.9299. The pre-funded warrants, if any, will be immediately exercisable until exercised in full at an exercise price of $0.0001 per share of common stock. The common warrants will be immediately exercisable at an exercise price of $3.86 per share of common stock and will expire on the fifth anniversary of such initial exercise date. The offering is expected to close on August 11, 2023, subject to customary closing conditions. In addition, Benitec has granted the underwriter a 30 day option to purchase an additional 2,331,606 shares of common stock and/or common warrants to purchase up to an additional 2,331,606 shares of common stock at the public offering price, less discounts and commissions. The aggregate gross proceeds to Benitec from the public offering are expected to be approximately $30 million, prior to deducting underwriting discounts, commissions and other estimated offering expenses. The institutional investors participating in the offering are expected to include Adage Capital Partners LP, Janus Henderson Investors and Suvretta Capital, as well as other new and existing investors. The Company intends to use the net proceeds from this financing to support the clinical development of BB-301, including the natural history lead-in study and the Phase 1b/2a BB-301 treatment study, for the continued advancement of development activities for other existing and new product candidates, for general corporate purposes and for strategic growth opportunities. JMP Securities, A Citizens Company, is acting as sole book-running manager for the offering. The Securities and Exchange Commission (“SEC”) declared effective a registration statement on Form S-1 relating to these securities on August 8, 2023. A final prospectus relating to this offering will be filed with the SEC. The offering is being made only by means of a prospectus. Copies of the prospectus relating to the offering may be obtained, when available, from Citizens JMP Securities, LLC, 600 Montgomery Street, 10th Floor, San Francisco, CA 94111, Attention: Prospectus Department, or by calling (415) 835-8985, or by email at [email protected]. Investors may also obtain these documents at no cost by visiting the SEC’s website at http://www.sec.gov. Before you invest, you should read the prospectus and other documents the Company has filed or will file with the SEC for more complete information about the Company and the offering. This press release shall not constitute an offer to sell or the solicitation of an offer to buy, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction. About Benitec Biopharma Inc. Benitec Biopharma Inc. (“Benitec” or the “Company”) is a clinical-stage biotechnology company focused on the advancement of novel genetic medicines with headquarters in Hayward, California. The proprietary DNA-directed RNA interference “Silence and Replace” platform combines RNA interference, or RNAi, with gene therapy to create medicines that simultaneously facilitate sustained silencing of disease-causing genes and concomitant delivery of wildtype replacement genes following a single administration of the therapeutic construct. The Company is developing Silence and Replace-based therapeutics for chronic and life-threatening human conditions including Oculopharyngeal Muscular Dystrophy (OPMD). A comprehensive overview of the Company can be found on Benitec’s website at www.benitec.com. Cautionary Note Concerning Forward-Looking Statements This press release contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, including with respect to the proposed offering. No assurance can be given that the offering discussed above will be completed on the terms described, or at all, or that the proceeds of the offering will be used as indicated. Factors that could cause actual results to differ materially include, but are not limited to, the risk factors described in Benitec’s filings with the SEC. Benitec’s filings can be obtained free of charge on the SEC’s website at www.sec.gov. Except to the extent required by law, Benitec expressly disclaims any obligations or undertaking to release publicly any updates or revisions to any forward-looking statements contained herein to reflect any change in Benitec’s expectations with respect thereto or any change in events, conditions or circumstances on which any statement is based. Investor Relations Contacts: William WindhamVP, Solebury Strategic CommunicationsPhone: 646-378-2946Email: [email protected]  \nSource: Benitec Biopharma Inc.","news_type":1,"symbols_score_info":{"BNTC":1}},"isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}