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huanxi
huanxi
·
2021-10-18
这篇文章不错,转发给大家看
非常抱歉,此主贴已删除
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huanxi
huanxi
·
2021-09-29
#draftkings
The Top Reasons Investors Should Bet on DraftKings
With 45.2 million Americans expected to bet on NFL games this season, DraftKings could really soar.
The Top Reasons Investors Should Bet on DraftKings
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huanxi
huanxi
·
2021-08-26
这篇文章不错,转发给大家看
Palantir: Shareholder Unfriendly Company With Limited Upside
Summary Palantir continues to widen its net loss despite improving its top-line performance. The ex
Palantir: Shareholder Unfriendly Company With Limited Upside
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huanxi
huanxi
·
2021-08-09
$阿里巴巴-SW(09988)$
作恶
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huanxi
huanxi
·
2021-06-18
这篇文章不错,转发给大家看
如果全面关停课外培训班会怎么样?
校外教育培训机构,本质上是家长们厮杀的战场。
如果全面关停课外培训班会怎么样?
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huanxi
huanxi
·
2021-04-12
[哟哟]
腾讯背书下股价依然腰斩,移卡2020年净利暴涨只是玩“财技”?
@消金界:
在港上市的移卡近期公布了其2020年业绩报告,作为2020年6月登陆港交所之后发布的第一份全年业绩报告,移卡的这份成绩单可以用差强人意来形容,而在其业绩发布的第二日,二级市场投资者也纷纷“用脚投票”,当日其股价应声大跌超11%,而在3月29日,移卡股价则再次大跌超8%,两日累计跌幅接近20%,显然,移卡这份的最新的答卷并没有让市场满意。事实上,进入2021年以来,借助公司不断横向并购等“利好”信息的刺激,移卡股价曾迎来一波疯涨,从1月4号底部的37.6港元/股涨至2月17号的122.7港元/股,期间涨幅高达221%。截至4月2日发稿,其最新股价虽开始反弹,但较峰值已经腰斩。出现上述情况下的原因,刨除受进入2月下旬以来港股指数整体回调的影响外,消金界认为,我们或许能从其这份最新财报里得出不一样的答案。 营收微增净利却暴涨,盈利能力藏“猫腻”“移卡”全称为深圳市移卡科技有限公司,成立于2011年,初始业务为小微商户提供支付服务,2014年获得央行颁发的全国银行卡收单许可和移动电话支付许可证,成为国内16家同时具有上述两项牌照的支付机构之一;另由于创始人具有腾讯背景,在成立初期便获得腾讯的战略投资,再借助微信支付的这一生态,截止到2019年,其年度支付交易总量就已经突破1.5万亿元,并且在2020年6月成功登陆港交所主板市场,成为继汇付支付之后内地第二家在港上市企业。业务布局层面,目前移卡主要有两大业务线,一是传统一站式支付业务线,二是在前者服务用户基础上所形成的科技赋能商业业务线。具体各业务条线又根据业务实质及服务客群进行了产品归类,详细如下:经营数据方面,根据其最新业绩数据显示,2020年,一站式支付业务业务服务商户数达到551万家,较2019年的527万户同比微增4.5%,透过支付服务获取服务的消费者者到达6.45亿人,较2019年的3.67亿人同比增长75.5%
腾讯背书下股价依然腰斩,移卡2020年净利暴涨只是玩“财技”?
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huanxi
huanxi
·
2021-04-10
这篇文章不错,转发给大家看
非常抱歉,此主贴已删除
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huanxi
huanxi
·
2021-04-09
这篇文章不错,转发给大家看
NIO and Other Chinese EV Stocks Are Struggling. Don’t Blame Wall Street.
It seemednothing could go wrongfor Chinese electric-vehicle stocks in 2020. Now it feels like nothin
NIO and Other Chinese EV Stocks Are Struggling. Don’t Blame Wall Street.
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huanxi
huanxi
·
2021-03-20
[微笑]
Here's Why Palantir Is a Must-Have Stock for Long Term Investors
In this video, I will be talking aboutPalantir(NYSE:PLTR)again and explain why it should be in every
Here's Why Palantir Is a Must-Have Stock for Long Term Investors
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huanxi
huanxi
·
2021-02-27
这篇文章不错,转发给大家看
为什么这次跳水不简单,深入聊聊美债,美股和通胀的关系
@交易员Owen:
快速而猛烈的下跌,乃至于触发熔断,然后花上几个月的时间修复,这样灾难性的暴跌我们一般叫崩盘,股灾啥的,在当下的市场环境下,这个可能性我们都知道不大。 但如果说一场调整,持续2到3个月,每天涨涨跌跌,总体上跌的要比涨的多,甚至像本周这样连续的大跌反复出现,几个月下来,你的收益会少于周期开始的时候,这样的市场阶段我们怎么定义呢?不是股灾也不是崩盘,那就是中长期震荡回调期。 当10年美债利率攀升到1.5%以后,如果持续向上,美股会不会进入一个赚钱选股都相对更难的长期回调时期呢?所以这点上,我们得小心。避险的意识必须要有。 这次分享,我就主要聊一下,为什么这次美股大跌不能当成一次简单的回调看待。这次跳水不简单。 其实关于美债利率对美股的影响,我在年初大选的时候就已经开始预警了。 相比强烈的通胀预期,美股的开年黑其实算不了什么 国会遭受冲击,最重要的是这个变动 只是点位上,我预测10年美债收益率到1%的时候会出现美股的小调整,但没想到市场的风险情绪在拜登上台和民主党统一国会和白宫后,被短时间激发,疫情的负面影响也到了后期,在1个多月时间里美股连创新高,没有对1%的美债收益做任何反应,美股的估值也是在那个时候被悄悄拉大。 我们看一下标普的席勒市盈率走势,在今年年初是34.8倍。这个只是表面上的间接估值法的一个结果。 实际上你要这么看,这相当于,我们用大约35单位的价格购得了1单位的每股盈利。那么1/35得到的以标普每股盈利为收益的收益率为2.5%多。 那为什么说这个估值是在被拉高?我们得看下平准通胀率,也就是长期市场对未来的通胀率的预测。10
为什么这次跳水不简单,深入聊聊美债,美股和通胀的关系
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篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850099880","repostId":"1197262526","repostType":2,"isVote":1,"tweetType":1,"viewCount":1881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862786373,"gmtCreate":1632914592603,"gmtModify":1632914592603,"author":{"id":"3029577259623","authorId":"3029577259623","name":"huanxi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3029577259623","authorIdStr":"3029577259623"},"themes":[],"htmlText":"#draftkings","listText":"#draftkings","text":"#draftkings","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862786373","repostId":"1178362587","repostType":2,"repost":{"id":"1178362587","kind":"news","pubTimestamp":1632713616,"share":"https://www.laohu8.com/m/news/1178362587?lang=&edition=full","pubTime":"2021-09-27 11:33","market":"us","language":"en","title":"The Top Reasons Investors Should Bet on DraftKings","url":"https://stock-news.laohu8.com/highlight/detail?id=1178362587","media":"InvestorPlace","summary":"With 45.2 million Americans expected to bet on NFL games this season, DraftKings could really soar.\n","content":"<blockquote>\n <b>With 45.2 million Americans expected to bet on NFL games this season, DraftKings could really soar.</b>\n</blockquote>\n<p>The last time I weighed in on <b><a href=\"https://laohu8.com/S/DKNG\">DraftKings Inc.</a></b>, I said, “…don’t count [DKNG] stock out just yet. With the sports gambling boom just getting underway, DKNG could be one of the top winners.” That was on June 2, as DKNG stock closed the day at $50.97 per share.</p>\n<p>Nonetheless, DraftKings stock is up to just $51.44 after testing a high of nearly $63.60, hammered on news it wants to buy UK gambling company, Entain PLC for $20 billion. However, as I said on June 2, “don’t count the stock out just yet.” NFL kickoff is underway, and the company is still expanding in the U.S. Plus, as I also noted on June 2, by 2023, the global online gambling market could be worth $100 billion, according to Roundhill Investments. Additionally, Roundhill stated that analysts at “Macquarie believes online sports betting will be available to 96% of the U.S. population by 2025.”</p>\n<p>Helping, Cathie Wood’s ARK Invest just bought about770,000 shares of the DKNG stock.</p>\n<p>Those catalysts alone could send the DKNG stock higher moving forward.</p>\n<p><b>Earnings Growth Is Just As Impressive</b></p>\n<p>DraftKings scored withanother round of solid earnings, too. In the second quarter, revenues jumped about 320% year-over-year (YOY) to $298 million from $71 million. Monthly unique payers soared 281% to 1.1 million. Average revenue per unique payer was up 26% year over year to $80, further proof of players placing more bets.</p>\n<p>Better, the company raised its revenue guidance to a new range of $1.21 billion to $1.29 billion from a prior range of $1.05 billion to $1.15 billion.</p>\n<p>Plus, Loop Capital analyst Daniel Adam has a buy rating on the stock, with a price target of $105. In fact, according to the analyst, based on gross gaming revenue (GGR) and average daily rate (ADR), third quarter revenues are “tracking well ahead of consensus.”</p>\n<p><b>NFL Season Could be Massive for DraftKings Stock</b></p>\n<p>With the 2021 NFL season now in week three, nearly45.2 million Americansare expected to bet on games this year. All as Americans can now legally bet on sports in 26 states, and Washington, D.C. Better, another five states could soon offer legal sports betting shortly, as well.</p>\n<p>Fueling the fire,<b>Genius Sports</b>(NYSE:<b><u>GENI</u></b>) entered into an agreement with DraftKings to provide sportsbook data and asuite of NFL-related products. In addition, DraftKings entered into an agreement with Simplebet tolaunch micro-betting operationsfor the NFL, Major League Baseball and the NBA; All of which could fuel even more upside in the DKNG stock.</p>\n<p><b>DraftKings Pushing Higher on NFT Offering</b></p>\n<p>Moreover, shares of DKNG stock saw even further upside on news of a Derek Jeter non-fungible token (NFT).</p>\n<p>With that in mind, the sale of the NFT went extremely well. In fact, “Jeter sold more than 10,000 digital collectibles for a total of roughly $800,000.” Additionally, the NFT was so in demand that the “first set sold out quickly [on Sept. 7], with the entry-level $12 NFT selling on the secondary market for close to $200….”</p>\n<p>So, while most NFTs don’t generate a significant amount of buzz, this one could be massive.</p>\n<p><b>The Bottom Line on DKNG Stock</b></p>\n<p>Collectively, and repeating what I said on June 2, I still believe “DKNG could be one of the top winners.”</p>\n<p>For one, NFL kickoff means that millions of Americans will likely be betting on games this year. Two, DraftKings continues to sign major agreements, as it expands throughout the U.S. Three, earnings growth continues to be impressive along with guidance.</p>\n<p>Lastly, by 2023, the global online gambling market could be worth $100 billion. And if you take a look at how things are progressing, there are no signs of slowing growth.</p>\n<p>“In 2021, 25 state legislatures have introduced legislation to legalize mobile sports betting, 5 state legislatures have introduced legislation to expand their existing sports wagering frameworks and 2 state legislatures have introduced legislation to legalize sports betting limited to retail locations,” according to aDrafkings’ press release.</p>\n<p>So, with all of that in mind, that’s why DKNG stockcould… go… all… the… way.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Top Reasons Investors Should Bet on DraftKings</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\">\nThe Top Reasons Investors Should Bet on DraftKings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-27 11:33 GMT+8 <a href=https://investorplace.com/2021/09/the-top-reasons-investors-should-bet-on-draftkings-dkng-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With 45.2 million Americans expected to bet on NFL games this season, DraftKings could really soar.\n\nThe last time I weighed in on DraftKings Inc., I said, “…don’t count [DKNG] stock out just yet. ...</p>\n\n<a href=\"https://investorplace.com/2021/09/the-top-reasons-investors-should-bet-on-draftkings-dkng-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DKNG":"DraftKings Inc."},"source_url":"https://investorplace.com/2021/09/the-top-reasons-investors-should-bet-on-draftkings-dkng-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178362587","content_text":"With 45.2 million Americans expected to bet on NFL games this season, DraftKings could really soar.\n\nThe last time I weighed in on DraftKings Inc., I said, “…don’t count [DKNG] stock out just yet. With the sports gambling boom just getting underway, DKNG could be one of the top winners.” That was on June 2, as DKNG stock closed the day at $50.97 per share.\nNonetheless, DraftKings stock is up to just $51.44 after testing a high of nearly $63.60, hammered on news it wants to buy UK gambling company, Entain PLC for $20 billion. However, as I said on June 2, “don’t count the stock out just yet.” NFL kickoff is underway, and the company is still expanding in the U.S. Plus, as I also noted on June 2, by 2023, the global online gambling market could be worth $100 billion, according to Roundhill Investments. Additionally, Roundhill stated that analysts at “Macquarie believes online sports betting will be available to 96% of the U.S. population by 2025.”\nHelping, Cathie Wood’s ARK Invest just bought about770,000 shares of the DKNG stock.\nThose catalysts alone could send the DKNG stock higher moving forward.\nEarnings Growth Is Just As Impressive\nDraftKings scored withanother round of solid earnings, too. In the second quarter, revenues jumped about 320% year-over-year (YOY) to $298 million from $71 million. Monthly unique payers soared 281% to 1.1 million. Average revenue per unique payer was up 26% year over year to $80, further proof of players placing more bets.\nBetter, the company raised its revenue guidance to a new range of $1.21 billion to $1.29 billion from a prior range of $1.05 billion to $1.15 billion.\nPlus, Loop Capital analyst Daniel Adam has a buy rating on the stock, with a price target of $105. In fact, according to the analyst, based on gross gaming revenue (GGR) and average daily rate (ADR), third quarter revenues are “tracking well ahead of consensus.”\nNFL Season Could be Massive for DraftKings Stock\nWith the 2021 NFL season now in week three, nearly45.2 million Americansare expected to bet on games this year. All as Americans can now legally bet on sports in 26 states, and Washington, D.C. Better, another five states could soon offer legal sports betting shortly, as well.\nFueling the fire,Genius Sports(NYSE:GENI) entered into an agreement with DraftKings to provide sportsbook data and asuite of NFL-related products. In addition, DraftKings entered into an agreement with Simplebet tolaunch micro-betting operationsfor the NFL, Major League Baseball and the NBA; All of which could fuel even more upside in the DKNG stock.\nDraftKings Pushing Higher on NFT Offering\nMoreover, shares of DKNG stock saw even further upside on news of a Derek Jeter non-fungible token (NFT).\nWith that in mind, the sale of the NFT went extremely well. In fact, “Jeter sold more than 10,000 digital collectibles for a total of roughly $800,000.” Additionally, the NFT was so in demand that the “first set sold out quickly [on Sept. 7], with the entry-level $12 NFT selling on the secondary market for close to $200….”\nSo, while most NFTs don’t generate a significant amount of buzz, this one could be massive.\nThe Bottom Line on DKNG Stock\nCollectively, and repeating what I said on June 2, I still believe “DKNG could be one of the top winners.”\nFor one, NFL kickoff means that millions of Americans will likely be betting on games this year. Two, DraftKings continues to sign major agreements, as it expands throughout the U.S. Three, earnings growth continues to be impressive along with guidance.\nLastly, by 2023, the global online gambling market could be worth $100 billion. And if you take a look at how things are progressing, there are no signs of slowing growth.\n“In 2021, 25 state legislatures have introduced legislation to legalize mobile sports betting, 5 state legislatures have introduced legislation to expand their existing sports wagering frameworks and 2 state legislatures have introduced legislation to legalize sports betting limited to retail locations,” according to aDrafkings’ press release.\nSo, with all of that in mind, that’s why DKNG stockcould… go… all… the… way.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1986,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":810233018,"gmtCreate":1629979120935,"gmtModify":1629979120935,"author":{"id":"3029577259623","authorId":"3029577259623","name":"huanxi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3029577259623","authorIdStr":"3029577259623"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810233018","repostId":"1195506103","repostType":2,"repost":{"id":"1195506103","kind":"news","pubTimestamp":1629901738,"share":"https://www.laohu8.com/m/news/1195506103?lang=&edition=full","pubTime":"2021-08-25 22:28","market":"us","language":"en","title":"Palantir: Shareholder Unfriendly Company With Limited Upside","url":"https://stock-news.laohu8.com/highlight/detail?id=1195506103","media":"Seeking Alpha","summary":"Summary\n\nPalantir continues to widen its net loss despite improving its top-line performance.\nThe ex","content":"<p><b>Summary</b></p>\n<ul>\n <li>Palantir continues to widen its net loss despite improving its top-line performance.</li>\n <li>The excessive stock-based compensation program continues to eat all the profits and overshadows any growth of revenues or FCF.</li>\n <li>We stick to our opinion that Palantir is not going to be able to create a lot of shareholder value anytime soon.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5c6d796592faec81d9a29502efa9c0\" tg-width=\"768\" tg-height=\"512\" width=\"100%\" height=\"auto\"><span>Michael Vi/iStock Editorial via Getty Images</span></p>\n<p>The recent Q2 earnings report showed that Palantir (PLTR) continues to struggle to improve its bottom-line performance, as the company spends too much on its excessive stock-based compensation program, which eats all the profits and overshadows any growth of revenues or FCF. In addition, the massive dilution since the beginning of the year and the constant selling pressure from the company's insiders are preventing Palantir's shares from appreciating as well. Also, the fact that Palantir has underperformed against the S&P 500 index in recent months and its stock hasn't moved much since March proves our point that the company is not an attractive investment at this stage, as there's every reason to believe that not a lot of shareholder value will be created anytime soon. For that reason, we continue to believe that it's better to invest in other, more attractive opportunities on the market and avoid Palantir.</p>\n<p><b>There's Nothing Attractive About This Stock</b></p>\n<p>A lot has been said about Palantir's business and its advantages against other competitors in recent articles on the company, so we won't be discussing it in this article. However, while Palantir certainly has some major advantages since its software solutions are hard to replicate, we also believe that at this stage it doesn't matter how strong its business is, as certain factors are likely going to continue to prevent the company's stock from appreciating anytime soon. Let's not ignore the fact that Palantir's stock has depreciated by over 45% from its all-time high, it also hasn't moved much since we started covering the company on Seeking Alpha in March, and we continue to believe that not a lot of shareholder value will be created anytime soon.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/448991dec6028a9ec320f12e9d0f14f1\" tg-width=\"1280\" tg-height=\"443\" width=\"100%\" height=\"auto\"><span>Chart: Seeking Alpha</span></p>\n<p>The latest earnings report for Q2, which was released earlier this month, showed that Palantir is still unable to improve its bottom-line performance despite growing its business. While its revenue has increased by 10.1% Q/Q to $375.64 million and its gross profit has increased by 6.6% Q/Q to $284.7 million, its operating loss has increased at a greater rate of 28.2% Q/Q to -$146.1 million, while its net loss has widened by 12.2% Q/Q to -$138.6 million. The reason for such a weak performance is the excessive stock-based compensation program, which will prevent the company from reporting a profit, as already over $400 million were spent on the SBC program in the first six months of the current fiscal year. In Q2 alone, Palantir increased its stock-based compensation expenses by 82% Y/Y to $232.7 million, and further expenses in Q3 and Q4 will overshadow any growth of revenues or FCF this year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7dd0114d8a61c1246ef79b64fbc68f2\" tg-width=\"748\" tg-height=\"129\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p>\n<p>Another problem with the excessive SBC program is that it constantly dilutes Palantir's shareholders. The company already has 1.89 billion shares outstanding, up from1.8 billion shares a month ago and up from 1.52 billion shares at the end of 2020. At the current dilution rate, investors should expect the company to have over 2 billion shares by the end of this year. This will not only diminish the stock value of current holders but will also make it harder for shares to appreciate higher due to the greater count. If in 2019 and 2020 Palantir's revenue per share stood at $1.29 per share and $1.12 per share, respectively, in the last trailing twelve months revenue per share has already declined to only $0.83 per share and is likely going to depreciate further in the following quarters. On top of that, considering that Palantir still has 417,674 options outstanding at the end of Q2 at the average exercise price of $6.90 per share, the risk of further dilution will remain high, especially since once all of those options are exercised, they will dilute all the investors by over 20%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d64c44e10997f737309cf33d72b9c15\" tg-width=\"760\" tg-height=\"166\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p>\n<p>On top of all of this, the company's insiders and its CEO Alex Karp in particular continue to add additional selling pressure, which prevents shares from rising higher as well. In Q2 alone the company's insiders sold a record $197 million worth of Palantir's shares, while in the first half of Q3 they already sold $93 million worth of the company's shares, nearly the same amount that they sold in Q1. As more shares are being dumped into the market, it becomes harder and harder for the stock to rise. Considering that it's unlikely that insiders stop selling their shares, as they still own over 10% of outstanding shares and are increasing their total number of shares by exercising options every quarter, average shareholders shouldn't expect a rapid appreciation of Palantir's stock in the foreseeable future.</p>\n<p>Another downside of Palantir is that, even at the current price, it's not a cheap stock at all; with a market cap of $47 billion, it trades at 30 times its sales. As a result, an even greater top-line growth rate is required for the company to reach its current valuation, and that's unlikely to happen anytime soon. Currently, the street expects Palantir to generate only $1.5 billion in revenues in FY21, and by 2025 it's unlikely that the company will be able to generate annual revenue of over $3.5 billion. Considering that at this stage, Palantir has a backlog of contracts worth only $3.4 billion, which are extended over the next few years, it's safe to say that its stock is significantly overvalued at the current levels. We don't see how the company will grow into its current market value in the next few years, and since its shares currently trade close to the consensus price of $24.16 per share, it's safe to assume that Palantir has limited upside at the current levels.</p>\n<p><b>Takeaway</b></p>\n<p>Bullish investors in the comment section of our articles on Palantir often keep repeating that Amazon (AMZN) was also unprofitable for more than two decades, so the fact that Palantir is being unprofitable as well is not that big a deal at this stage. However, Amazon was reinvesting most of the available resources back into its business to aggressively drive growth, which in the end was justifiable, as the company is now making money every quarter and is the biggest eCommerce company in the world. The same is not the case for Palantir, where insiders are constantly issuing new shares and then dumping them into the market, which constantly dilutes the existing shareholders, widens the overall net loss, and doesn't benefit the business. On top of that, Palantir is now investing in cryptocurrencies, SPACs, and gold bars, instead of its own business, which is something that Amazon wasn't doing and is not doing today. That's why comparing Palantir to Amazon doesn't make any sense.</p>\n<p>Considering this, we believe that it's unlikely that Palantir's stock will be able to appreciate significantly higher anytime soon, as the increased selling pressure, constant dilution, and overvaluation are the main reasons why its upside will remain limited at the current price. Therefore, no position.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Shareholder Unfriendly Company With Limited Upside</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\">\nPalantir: Shareholder Unfriendly Company With Limited Upside\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-25 22:28 GMT+8 <a href=https://seekingalpha.com/article/4451225-palantir-shareholder-unfriendly-company-with-limited-upside-pltr><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir continues to widen its net loss despite improving its top-line performance.\nThe excessive stock-based compensation program continues to eat all the profits and overshadows any growth...</p>\n\n<a href=\"https://seekingalpha.com/article/4451225-palantir-shareholder-unfriendly-company-with-limited-upside-pltr\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4451225-palantir-shareholder-unfriendly-company-with-limited-upside-pltr","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195506103","content_text":"Summary\n\nPalantir continues to widen its net loss despite improving its top-line performance.\nThe excessive stock-based compensation program continues to eat all the profits and overshadows any growth of revenues or FCF.\nWe stick to our opinion that Palantir is not going to be able to create a lot of shareholder value anytime soon.\n\nMichael Vi/iStock Editorial via Getty Images\nThe recent Q2 earnings report showed that Palantir (PLTR) continues to struggle to improve its bottom-line performance, as the company spends too much on its excessive stock-based compensation program, which eats all the profits and overshadows any growth of revenues or FCF. In addition, the massive dilution since the beginning of the year and the constant selling pressure from the company's insiders are preventing Palantir's shares from appreciating as well. Also, the fact that Palantir has underperformed against the S&P 500 index in recent months and its stock hasn't moved much since March proves our point that the company is not an attractive investment at this stage, as there's every reason to believe that not a lot of shareholder value will be created anytime soon. For that reason, we continue to believe that it's better to invest in other, more attractive opportunities on the market and avoid Palantir.\nThere's Nothing Attractive About This Stock\nA lot has been said about Palantir's business and its advantages against other competitors in recent articles on the company, so we won't be discussing it in this article. However, while Palantir certainly has some major advantages since its software solutions are hard to replicate, we also believe that at this stage it doesn't matter how strong its business is, as certain factors are likely going to continue to prevent the company's stock from appreciating anytime soon. Let's not ignore the fact that Palantir's stock has depreciated by over 45% from its all-time high, it also hasn't moved much since we started covering the company on Seeking Alpha in March, and we continue to believe that not a lot of shareholder value will be created anytime soon.\nChart: Seeking Alpha\nThe latest earnings report for Q2, which was released earlier this month, showed that Palantir is still unable to improve its bottom-line performance despite growing its business. While its revenue has increased by 10.1% Q/Q to $375.64 million and its gross profit has increased by 6.6% Q/Q to $284.7 million, its operating loss has increased at a greater rate of 28.2% Q/Q to -$146.1 million, while its net loss has widened by 12.2% Q/Q to -$138.6 million. The reason for such a weak performance is the excessive stock-based compensation program, which will prevent the company from reporting a profit, as already over $400 million were spent on the SBC program in the first six months of the current fiscal year. In Q2 alone, Palantir increased its stock-based compensation expenses by 82% Y/Y to $232.7 million, and further expenses in Q3 and Q4 will overshadow any growth of revenues or FCF this year.\nSource: Palantir\nAnother problem with the excessive SBC program is that it constantly dilutes Palantir's shareholders. The company already has 1.89 billion shares outstanding, up from1.8 billion shares a month ago and up from 1.52 billion shares at the end of 2020. At the current dilution rate, investors should expect the company to have over 2 billion shares by the end of this year. This will not only diminish the stock value of current holders but will also make it harder for shares to appreciate higher due to the greater count. If in 2019 and 2020 Palantir's revenue per share stood at $1.29 per share and $1.12 per share, respectively, in the last trailing twelve months revenue per share has already declined to only $0.83 per share and is likely going to depreciate further in the following quarters. On top of that, considering that Palantir still has 417,674 options outstanding at the end of Q2 at the average exercise price of $6.90 per share, the risk of further dilution will remain high, especially since once all of those options are exercised, they will dilute all the investors by over 20%.\nSource: Palantir\nOn top of all of this, the company's insiders and its CEO Alex Karp in particular continue to add additional selling pressure, which prevents shares from rising higher as well. In Q2 alone the company's insiders sold a record $197 million worth of Palantir's shares, while in the first half of Q3 they already sold $93 million worth of the company's shares, nearly the same amount that they sold in Q1. As more shares are being dumped into the market, it becomes harder and harder for the stock to rise. Considering that it's unlikely that insiders stop selling their shares, as they still own over 10% of outstanding shares and are increasing their total number of shares by exercising options every quarter, average shareholders shouldn't expect a rapid appreciation of Palantir's stock in the foreseeable future.\nAnother downside of Palantir is that, even at the current price, it's not a cheap stock at all; with a market cap of $47 billion, it trades at 30 times its sales. As a result, an even greater top-line growth rate is required for the company to reach its current valuation, and that's unlikely to happen anytime soon. Currently, the street expects Palantir to generate only $1.5 billion in revenues in FY21, and by 2025 it's unlikely that the company will be able to generate annual revenue of over $3.5 billion. Considering that at this stage, Palantir has a backlog of contracts worth only $3.4 billion, which are extended over the next few years, it's safe to say that its stock is significantly overvalued at the current levels. We don't see how the company will grow into its current market value in the next few years, and since its shares currently trade close to the consensus price of $24.16 per share, it's safe to assume that Palantir has limited upside at the current levels.\nTakeaway\nBullish investors in the comment section of our articles on Palantir often keep repeating that Amazon (AMZN) was also unprofitable for more than two decades, so the fact that Palantir is being unprofitable as well is not that big a deal at this stage. However, Amazon was reinvesting most of the available resources back into its business to aggressively drive growth, which in the end was justifiable, as the company is now making money every quarter and is the biggest eCommerce company in the world. The same is not the case for Palantir, where insiders are constantly issuing new shares and then dumping them into the market, which constantly dilutes the existing shareholders, widens the overall net loss, and doesn't benefit the business. On top of that, Palantir is now investing in cryptocurrencies, SPACs, and gold bars, instead of its own business, which is something that Amazon wasn't doing and is not doing today. That's why comparing Palantir to Amazon doesn't make any sense.\nConsidering this, we believe that it's unlikely that Palantir's stock will be able to appreciate significantly higher anytime soon, as the increased selling pressure, constant dilution, and overvaluation are the main reasons why its upside will remain limited at the current price. Therefore, no position.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":898142525,"gmtCreate":1628480571767,"gmtModify":1628480571767,"author":{"id":"3029577259623","authorId":"3029577259623","name":"huanxi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3029577259623","authorIdStr":"3029577259623"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>作恶","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>作恶","text":"$阿里巴巴-SW(09988)$作恶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898142525","isVote":1,"tweetType":1,"viewCount":2183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":166354544,"gmtCreate":1623993414588,"gmtModify":1623993414588,"author":{"id":"3029577259623","authorId":"3029577259623","name":"huanxi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3029577259623","authorIdStr":"3029577259623"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166354544","repostId":"1101656645","repostType":2,"repost":{"id":"1101656645","kind":"news","pubTimestamp":1623902534,"share":"https://www.laohu8.com/m/news/1101656645?lang=&edition=full","pubTime":"2021-06-17 12:02","market":"us","language":"zh","title":"如果全面关停课外培训班会怎么样?","url":"https://stock-news.laohu8.com/highlight/detail?id=1101656645","media":"古三古四","summary":"校外教育培训机构,本质上是家长们厮杀的战场。","content":"<p>教育界发生一件大事,教育培训监管司正式成立!</p>\n<p>最近对教育培训的相关传闻挺多的,大多是谣言。</p>\n<p>但背后对应的是一股汹涌的民意,就是对校外教育培训的强烈不满。</p>\n<p>各类传言下面,点赞率最高的往往是“取缔一切校外教育培训机构”。</p>\n<p>太多家长痛恨补习班了,花钱,费力,全家无比痛苦。</p>\n<p>而家长们对教育的追求,也被评为内卷。</p>\n<p><b>中国的高考,打的是排名战,不是水平战。</b>能不能上好大学,与你的水平无关,只与你的排名相关。</p>\n<p>既然是排名赛,本质上就是竞争稀缺资源,那各家家长使出吃奶的劲,花大钱去校外辅导,目的只有一个,在高考的排名战中一举超越竞争对手。</p>\n<p><b>校外教育培训机构,本质上是家长们厮杀的战场。</b></p>\n<p>校内教育,大家接受的东西都一样,那我如何实现弯道超车呢?咱换个战场比,比钱多少,比父母辅导能力,比管理孩子的能力。</p>\n<p>这个厮杀战,不是以班级为单位展开的,而是以省为单位展开的,即使你在班上第一名,也没用,你要拼的是全省第N名。</p>\n<p><b>而指挥这场战役的,是高考。</b></p>\n<p><b>一考定终身。</b></p>\n<p>在北京,有家长花数百万买学区房,有人上培训班年支出超过十万。</p>\n<p>十年前,学大教育一对一辅导曾收取过上百万一个人的天价。</p>\n<p>有人说,中国的家长疯了,为了孩子的教育,这么大的投资值得吗?</p>\n<p>值。非常值。</p>\n<p>如果你考进211,985,大部分家长的投入就基本回来了,因为这样的大学生均年经费都是几十万。比如复旦大学,年支出经费就八十亿,如果按学生数量算,人均一年十六万,但学生只需要交几千块的学费。这个经费还没有计算土地,因为很多大学的土地是免费划拨的。</p>\n<p>你进了好的大学,相当于你可以享受到巨额的财政补贴。</p>\n<p>如果读到博士,总补贴金额没有一百万,也有大几十万。</p>\n<p>这还只是读大学时享受到的。读完大学呢?海外留学,国内公务员,国内名企,一生下来,收入可能与普通大学毕业生相差千万级别以上。</p>\n<p>这么大的产出,当然要拼。</p>\n<p>当然,教育这种东西,投资回报率是一种概率,读北大都可能读成废材,人不是工业品,偶然性因素很多。</p>\n<p>但人决策行动时,都需要面向不确定性,进好学校有好前途,这是大概率。</p>\n<p><b>既然概率高,就值得追求。</b></p>\n<p>那网上取消培训班的要求出现会缓解这种竞争吗?</p>\n<p>有人想象了这么一幅美好的画面,从此孩子们的竞争只发生在学校的课堂里,下了课没作业,然后开心的玩耍,然后父母晚上不再痛苦,不再逼孩子写作业了,不再接送孩子上培训班了。</p>\n<p><b>这美好的一切真的会发生吗?</b></p>\n<p>假设有一天真发生了。</p>\n<p>张三他妈发现,张三班上的同学回家后全在打游戏,看电视,她一下就欣喜若狂,什么是机会?对手放松,那就是我的机会。</p>\n<p>没有校外辅导班,好办,咱把老师请回家,一请请三个。晚上六点到十二点,每个老师两小时,小样,瞧我家张三,那分数蹭蹭蹭地往上涨。</p>\n<p>张三他妈刚刚高兴了半学期。李四妈妈得知了这个消息。</p>\n<p>就你家有钱?你请的起,我就不能请?我能把985的位置让给你吗?不行。</p>\n<p>你天天晚上请,我就天天晚上再加上周六周日全请,全排满。<b>我怎么可能竞争不过你?不就是比钱多吗?比房子大吗?老娘舍得在孩子身上花钱。</b></p>\n<p>再过几天,全校家里有条件的全部都把一对一家教老师请上了,由于需求旺盛,普通的一对一老师的价格从一小时二百上涨到一小时三四百了,优秀的一小时涨到五百了。</p>\n<p>然后家里困难一点的学生家长面对这个情况就傻眼了。</p>\n<p>原来可以上培训班,一个老师教二十个孩子,我一小时八十一百就行了,现在我得花五百一小时,咱家穷实在是花不起啊。</p>\n<p><b>取消培训班,意味着原来小班制教学全部要换为一对一家教模式,这就造成了供给不足。</b></p>\n<p>这时,所有的在一二线城市的大学生们,将疯狂地冲进家庭成为家教老师,哪怕挂科,也要疯狂,月入上万,谁不干?</p>\n<p>而三四线城市的家长将无计可施,就算出的起钱,但优秀的人才都在一二线啊。</p>\n<p>农村高中,就不要想了,集体躺平吧,除了个别天才,你就别指望了。可能当地最好的老师全跑到一二线城市当家教去了,五百一小时,一晚上可能上千的收入,还呆在五线县城和农村做什么?</p>\n<p>这时,中产还有新招。培训老师太贵,<b>我就从需求方转为供给者。</b></p>\n<p>这什么意思呢?打个比方说,如果滴滴一公里涨价到二十块,你去十公里外的公司上班要二百,那你会干什么?你会辞职去开滴滴,你会从消费者转变为供给者。</p>\n<p>中产家庭面对这种情况,会让知识水平较高的妈妈们离职,在家成为专职老师,白天就自学课程,天天在网上听名师讲课,晚上就自己亲自动手教小孩。</p>\n<p>相当于这个妈妈每晚四小时的工作收入一千多。</p>\n<p>鸡娃大战将进入贴身肉搏的程度,以至于不少妈妈们在孩子高考完了,立马就变身职业家教了。</p>\n<p>而富人将轻松用金钱将穷人打败,知识分子中产阶级孕育出一批比学校老师还牛的家长型家教,而四五线小县城农村的学生,则集体躺平,真正实现素质教育,下了课就和父母进行吵架素质训练,教不了,就只能骂了。</p>\n<p>取消培训班真就这么香吗?不见得喔。</p>","source":"lsy1623902592118","collect":0,"html":"<!DOCTYPE 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}\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如果全面关停课外培训班会怎么样?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 12:02 北京时间 <a href=https://mp.weixin.qq.com/s/bkyKEz8c0dUQX-BjZQbpJA><strong>古三古四</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>教育界发生一件大事,教育培训监管司正式成立!\n最近对教育培训的相关传闻挺多的,大多是谣言。\n但背后对应的是一股汹涌的民意,就是对校外教育培训的强烈不满。\n各类传言下面,点赞率最高的往往是“取缔一切校外教育培训机构”。\n太多家长痛恨补习班了,花钱,费力,全家无比痛苦。\n而家长们对教育的追求,也被评为内卷。\n中国的高考,打的是排名战,不是水平战。能不能上好大学,与你的水平无关,只与你的排名相关。\n既然...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/bkyKEz8c0dUQX-BjZQbpJA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/428db54350354f66d13560331e078b53","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/bkyKEz8c0dUQX-BjZQbpJA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101656645","content_text":"教育界发生一件大事,教育培训监管司正式成立!\n最近对教育培训的相关传闻挺多的,大多是谣言。\n但背后对应的是一股汹涌的民意,就是对校外教育培训的强烈不满。\n各类传言下面,点赞率最高的往往是“取缔一切校外教育培训机构”。\n太多家长痛恨补习班了,花钱,费力,全家无比痛苦。\n而家长们对教育的追求,也被评为内卷。\n中国的高考,打的是排名战,不是水平战。能不能上好大学,与你的水平无关,只与你的排名相关。\n既然是排名赛,本质上就是竞争稀缺资源,那各家家长使出吃奶的劲,花大钱去校外辅导,目的只有一个,在高考的排名战中一举超越竞争对手。\n校外教育培训机构,本质上是家长们厮杀的战场。\n校内教育,大家接受的东西都一样,那我如何实现弯道超车呢?咱换个战场比,比钱多少,比父母辅导能力,比管理孩子的能力。\n这个厮杀战,不是以班级为单位展开的,而是以省为单位展开的,即使你在班上第一名,也没用,你要拼的是全省第N名。\n而指挥这场战役的,是高考。\n一考定终身。\n在北京,有家长花数百万买学区房,有人上培训班年支出超过十万。\n十年前,学大教育一对一辅导曾收取过上百万一个人的天价。\n有人说,中国的家长疯了,为了孩子的教育,这么大的投资值得吗?\n值。非常值。\n如果你考进211,985,大部分家长的投入就基本回来了,因为这样的大学生均年经费都是几十万。比如复旦大学,年支出经费就八十亿,如果按学生数量算,人均一年十六万,但学生只需要交几千块的学费。这个经费还没有计算土地,因为很多大学的土地是免费划拨的。\n你进了好的大学,相当于你可以享受到巨额的财政补贴。\n如果读到博士,总补贴金额没有一百万,也有大几十万。\n这还只是读大学时享受到的。读完大学呢?海外留学,国内公务员,国内名企,一生下来,收入可能与普通大学毕业生相差千万级别以上。\n这么大的产出,当然要拼。\n当然,教育这种东西,投资回报率是一种概率,读北大都可能读成废材,人不是工业品,偶然性因素很多。\n但人决策行动时,都需要面向不确定性,进好学校有好前途,这是大概率。\n既然概率高,就值得追求。\n那网上取消培训班的要求出现会缓解这种竞争吗?\n有人想象了这么一幅美好的画面,从此孩子们的竞争只发生在学校的课堂里,下了课没作业,然后开心的玩耍,然后父母晚上不再痛苦,不再逼孩子写作业了,不再接送孩子上培训班了。\n这美好的一切真的会发生吗?\n假设有一天真发生了。\n张三他妈发现,张三班上的同学回家后全在打游戏,看电视,她一下就欣喜若狂,什么是机会?对手放松,那就是我的机会。\n没有校外辅导班,好办,咱把老师请回家,一请请三个。晚上六点到十二点,每个老师两小时,小样,瞧我家张三,那分数蹭蹭蹭地往上涨。\n张三他妈刚刚高兴了半学期。李四妈妈得知了这个消息。\n就你家有钱?你请的起,我就不能请?我能把985的位置让给你吗?不行。\n你天天晚上请,我就天天晚上再加上周六周日全请,全排满。我怎么可能竞争不过你?不就是比钱多吗?比房子大吗?老娘舍得在孩子身上花钱。\n再过几天,全校家里有条件的全部都把一对一家教老师请上了,由于需求旺盛,普通的一对一老师的价格从一小时二百上涨到一小时三四百了,优秀的一小时涨到五百了。\n然后家里困难一点的学生家长面对这个情况就傻眼了。\n原来可以上培训班,一个老师教二十个孩子,我一小时八十一百就行了,现在我得花五百一小时,咱家穷实在是花不起啊。\n取消培训班,意味着原来小班制教学全部要换为一对一家教模式,这就造成了供给不足。\n这时,所有的在一二线城市的大学生们,将疯狂地冲进家庭成为家教老师,哪怕挂科,也要疯狂,月入上万,谁不干?\n而三四线城市的家长将无计可施,就算出的起钱,但优秀的人才都在一二线啊。\n农村高中,就不要想了,集体躺平吧,除了个别天才,你就别指望了。可能当地最好的老师全跑到一二线城市当家教去了,五百一小时,一晚上可能上千的收入,还呆在五线县城和农村做什么?\n这时,中产还有新招。培训老师太贵,我就从需求方转为供给者。\n这什么意思呢?打个比方说,如果滴滴一公里涨价到二十块,你去十公里外的公司上班要二百,那你会干什么?你会辞职去开滴滴,你会从消费者转变为供给者。\n中产家庭面对这种情况,会让知识水平较高的妈妈们离职,在家成为专职老师,白天就自学课程,天天在网上听名师讲课,晚上就自己亲自动手教小孩。\n相当于这个妈妈每晚四小时的工作收入一千多。\n鸡娃大战将进入贴身肉搏的程度,以至于不少妈妈们在孩子高考完了,立马就变身职业家教了。\n而富人将轻松用金钱将穷人打败,知识分子中产阶级孕育出一批比学校老师还牛的家长型家教,而四五线小县城农村的学生,则集体躺平,真正实现素质教育,下了课就和父母进行吵架素质训练,教不了,就只能骂了。\n取消培训班真就这么香吗?不见得喔。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":342174307,"gmtCreate":1618194088209,"gmtModify":1618194088209,"author":{"id":"3029577259623","authorId":"3029577259623","name":"huanxi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3029577259623","authorIdStr":"3029577259623"},"themes":[],"htmlText":"[哟哟]","listText":"[哟哟]","text":"[哟哟]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342174307","repostId":"340387517","repostType":1,"repost":{"id":340387517,"gmtCreate":1617340315939,"gmtModify":1617343033674,"author":{"id":"3578967738122879","authorId":"3578967738122879","name":"消金界","avatar":"https://static.tigerbbs.com/722cc84b89c4c2118f15de1353d62ff4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578967738122879","authorIdStr":"3578967738122879"},"themes":[],"title":"腾讯背书下股价依然腰斩,移卡2020年净利暴涨只是玩“财技”?","htmlText":"在港上市的移卡近期公布了其2020年业绩报告,作为2020年6月登陆港交所之后发布的第一份全年业绩报告,移卡的这份成绩单可以用差强人意来形容,而在其业绩发布的第二日,二级市场投资者也纷纷“用脚投票”,当日其股价应声大跌超11%,而在3月29日,移卡股价则再次大跌超8%,两日累计跌幅接近20%,显然,移卡这份的最新的答卷并没有让市场满意。事实上,进入2021年以来,借助公司不断横向并购等“利好”信息的刺激,移卡股价曾迎来一波疯涨,从1月4号底部的37.6港元/股涨至2月17号的122.7港元/股,期间涨幅高达221%。截至4月2日发稿,其最新股价虽开始反弹,但较峰值已经腰斩。出现上述情况下的原因,刨除受进入2月下旬以来港股指数整体回调的影响外,消金界认为,我们或许能从其这份最新财报里得出不一样的答案。 营收微增净利却暴涨,盈利能力藏“猫腻”“移卡”全称为深圳市移卡科技有限公司,成立于2011年,初始业务为小微商户提供支付服务,2014年获得央行颁发的全国银行卡收单许可和移动电话支付许可证,成为国内16家同时具有上述两项牌照的支付机构之一;另由于创始人具有腾讯背景,在成立初期便获得腾讯的战略投资,再借助微信支付的这一生态,截止到2019年,其年度支付交易总量就已经突破1.5万亿元,并且在2020年6月成功登陆港交所主板市场,成为继汇付支付之后内地第二家在港上市企业。业务布局层面,目前移卡主要有两大业务线,一是传统一站式支付业务线,二是在前者服务用户基础上所形成的科技赋能商业业务线。具体各业务条线又根据业务实质及服务客群进行了产品归类,详细如下:经营数据方面,根据其最新业绩数据显示,2020年,一站式支付业务业务服务商户数达到551万家,较2019年的527万户同比微增4.5%,透过支付服务获取服务的消费者者到达6.45亿人,较2019年的3.67亿人同比增长75.5%","listText":"在港上市的移卡近期公布了其2020年业绩报告,作为2020年6月登陆港交所之后发布的第一份全年业绩报告,移卡的这份成绩单可以用差强人意来形容,而在其业绩发布的第二日,二级市场投资者也纷纷“用脚投票”,当日其股价应声大跌超11%,而在3月29日,移卡股价则再次大跌超8%,两日累计跌幅接近20%,显然,移卡这份的最新的答卷并没有让市场满意。事实上,进入2021年以来,借助公司不断横向并购等“利好”信息的刺激,移卡股价曾迎来一波疯涨,从1月4号底部的37.6港元/股涨至2月17号的122.7港元/股,期间涨幅高达221%。截至4月2日发稿,其最新股价虽开始反弹,但较峰值已经腰斩。出现上述情况下的原因,刨除受进入2月下旬以来港股指数整体回调的影响外,消金界认为,我们或许能从其这份最新财报里得出不一样的答案。 营收微增净利却暴涨,盈利能力藏“猫腻”“移卡”全称为深圳市移卡科技有限公司,成立于2011年,初始业务为小微商户提供支付服务,2014年获得央行颁发的全国银行卡收单许可和移动电话支付许可证,成为国内16家同时具有上述两项牌照的支付机构之一;另由于创始人具有腾讯背景,在成立初期便获得腾讯的战略投资,再借助微信支付的这一生态,截止到2019年,其年度支付交易总量就已经突破1.5万亿元,并且在2020年6月成功登陆港交所主板市场,成为继汇付支付之后内地第二家在港上市企业。业务布局层面,目前移卡主要有两大业务线,一是传统一站式支付业务线,二是在前者服务用户基础上所形成的科技赋能商业业务线。具体各业务条线又根据业务实质及服务客群进行了产品归类,详细如下:经营数据方面,根据其最新业绩数据显示,2020年,一站式支付业务业务服务商户数达到551万家,较2019年的527万户同比微增4.5%,透过支付服务获取服务的消费者者到达6.45亿人,较2019年的3.67亿人同比增长75.5%","text":"在港上市的移卡近期公布了其2020年业绩报告,作为2020年6月登陆港交所之后发布的第一份全年业绩报告,移卡的这份成绩单可以用差强人意来形容,而在其业绩发布的第二日,二级市场投资者也纷纷“用脚投票”,当日其股价应声大跌超11%,而在3月29日,移卡股价则再次大跌超8%,两日累计跌幅接近20%,显然,移卡这份的最新的答卷并没有让市场满意。事实上,进入2021年以来,借助公司不断横向并购等“利好”信息的刺激,移卡股价曾迎来一波疯涨,从1月4号底部的37.6港元/股涨至2月17号的122.7港元/股,期间涨幅高达221%。截至4月2日发稿,其最新股价虽开始反弹,但较峰值已经腰斩。出现上述情况下的原因,刨除受进入2月下旬以来港股指数整体回调的影响外,消金界认为,我们或许能从其这份最新财报里得出不一样的答案。 营收微增净利却暴涨,盈利能力藏“猫腻”“移卡”全称为深圳市移卡科技有限公司,成立于2011年,初始业务为小微商户提供支付服务,2014年获得央行颁发的全国银行卡收单许可和移动电话支付许可证,成为国内16家同时具有上述两项牌照的支付机构之一;另由于创始人具有腾讯背景,在成立初期便获得腾讯的战略投资,再借助微信支付的这一生态,截止到2019年,其年度支付交易总量就已经突破1.5万亿元,并且在2020年6月成功登陆港交所主板市场,成为继汇付支付之后内地第二家在港上市企业。业务布局层面,目前移卡主要有两大业务线,一是传统一站式支付业务线,二是在前者服务用户基础上所形成的科技赋能商业业务线。具体各业务条线又根据业务实质及服务客群进行了产品归类,详细如下:经营数据方面,根据其最新业绩数据显示,2020年,一站式支付业务业务服务商户数达到551万家,较2019年的527万户同比微增4.5%,透过支付服务获取服务的消费者者到达6.45亿人,较2019年的3.67亿人同比增长75.5%","images":[{"img":"https://static.tigerbbs.com/d567ff63b9adee2d99d441d43c976511"},{"img":"https://static.tigerbbs.com/4c97942b725eafc3104ee4ff2bc94a1c"},{"img":"https://static.tigerbbs.com/ef2f4fb3d53219e5b2e2031b0b756561"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340387517","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":17,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346310045,"gmtCreate":1617989790487,"gmtModify":1617989790487,"author":{"id":"3029577259623","authorId":"3029577259623","name":"huanxi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3029577259623","authorIdStr":"3029577259623"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346310045","repostId":"2124975365","repostType":2,"isVote":1,"tweetType":1,"viewCount":2706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346051282,"gmtCreate":1617976390546,"gmtModify":1617976390546,"author":{"id":"3029577259623","authorId":"3029577259623","name":"huanxi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3029577259623","authorIdStr":"3029577259623"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346051282","repostId":"1130825933","repostType":2,"repost":{"id":"1130825933","kind":"news","pubTimestamp":1617940571,"share":"https://www.laohu8.com/m/news/1130825933?lang=&edition=full","pubTime":"2021-04-09 11:56","market":"us","language":"en","title":"NIO and Other Chinese EV Stocks Are Struggling. Don’t Blame Wall Street.","url":"https://stock-news.laohu8.com/highlight/detail?id=1130825933","media":"Barron's","summary":"It seemednothing could go wrongfor Chinese electric-vehicle stocks in 2020. Now it feels like nothin","content":"<p>It seemednothing could go wrongfor Chinese electric-vehicle stocks in 2020. Now it feels like nothing can go right. And despite urging from analysts to buy shares, these once highflying stocks justwon’t go up.</p>\n<p>The recent trading action is either a huge opportunity forEV bulls, or it showsthe bearsmay have been right and Chinese EV stocks like NIO and XPeng simply got too expensive. But while investors are staying away, Wall Street analysts are doubling down on these stocks.</p>\n<p>NIO(ticker: NIO) stock skyrocketed about 1,100% in 2020. Its growing deliveries and new product launches helped convince investors that EVs are the future of personal transportation, and that NIO will be a long-term winner in the market. That left shares trading at roughly at 16 times estimated 2021 sales at the start of this year.Tesla(TSLA) stock, for comparison, started out this year trading at about 12 times estimated 2021 sales.</p>\n<p>NIO shares, however, are down about 20% year to date. And they are struggling to break out of this funk.</p>\n<p>This week, for instance, should have been good for all EV stocks. Tesla’s first-quarter deliveries, reported onApril 2, blew past analyst expectations, showing that EV demand is still strong and that the global automotive microchip shortage may be less of a problem than feared. The sector saw gains early this week on the news, but that quickly faded. Then a convertible bond sale announced byLi Auto(LI) drove all three the Chinese EV stocks lower Wednesday.</p>\n<p>Even though shares are rebounding Thursday, NIO stock is still down about 3% for the week, compared with a roughly 2% gain for theS&P 500and theDow Jones Industrial Average‘s 1% gain. NIO peersXPeng(XPEV) and Li Auto are down about 4% and nearly 9% for the week, respectively. Tesla stock has risen about 3%.</p>\n<p>There are quite a few issues that might be shaking confidence in these stocks. For one,higher interest rateshave hurt valuations of many high-growth stocks.</p>\n<p>The automotivechip shortageis another problem. The global semiconductor industry has gotten caught ramping up a new chip generation while ramping down an old one during a global pandemic. The result is there aren’t enough for cars, and many auto makers have shut plants while waiting for the supply situation to improve.</p>\n<p>Capital raisingfrom companies—includingQuantumScape(QS) and Li—is affecting trading, too. Investors don’t like to see their stakes diluted with new shares. In addition, a capital raise by any company is a small signal that company management is happy with the current stock price. Management teams, like investors, don’t like to sell low.</p>\n<p>Even Tesla’s success might be a new problem for the Chinese EV producers. Part of Tesla’s delivery beat was strong sales of its newChinese-built Model Ycrossover vehicle. With so many EVs coming out in numerous markets across the globe, growth is a little harder than it was in 2020.</p>\n<p>One group that isn’t worried about the Chinese EV stocks, however, is brokerage analysts. They are very bullish and have raised their price targets for all three stocks in 2021.</p>\n<p><img src=\"https://static.tigerbbs.com/42acddd9f3c9dc83e106d950f0c70d24\" tg-width=\"629\" tg-height=\"417\">The average analysttarget pricefor NIO is now about $61 a share, up about 32% year to date. That implies a gain of almost 60% from recent levels. XPeng and Li target prices are up less dramatically, but average analyst price targets for the two imply gains of roughly 50% and 60%, respectively.</p>\n<p>Such large expectations for stock gains aren’t typical on Wall Street. The average implied gain for stocks in the Dow Jones Industrial Average is typically less than 10%. But analysts really like these three Chinese EV stocks: More than 70% of the ratings on the trio are Buy. TheaverageBuy-rating ratios for stocks in the S&P 500 and Dow is less than 60%.</p>\n<p>Analysts are staying bullish, even as investors want to seem more than just strong EV demand.</p>","source":"lsy1610680873436","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>NIO and Other Chinese EV Stocks Are Struggling. Don’t Blame Wall Street.</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\">\nNIO and Other Chinese EV Stocks Are Struggling. Don’t Blame Wall Street.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 11:56 GMT+8 <a href=https://www.barrons.com/articles/nio-xpeng-li-auto-chinese-ev-stocks-51617908548?mod=hp_LEAD_1><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It seemednothing could go wrongfor Chinese electric-vehicle stocks in 2020. Now it feels like nothing can go right. And despite urging from analysts to buy shares, these once highflying stocks justwon...</p>\n\n<a href=\"https://www.barrons.com/articles/nio-xpeng-li-auto-chinese-ev-stocks-51617908548?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","NIO":"蔚来","LI":"理想汽车"},"source_url":"https://www.barrons.com/articles/nio-xpeng-li-auto-chinese-ev-stocks-51617908548?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130825933","content_text":"It seemednothing could go wrongfor Chinese electric-vehicle stocks in 2020. Now it feels like nothing can go right. And despite urging from analysts to buy shares, these once highflying stocks justwon’t go up.\nThe recent trading action is either a huge opportunity forEV bulls, or it showsthe bearsmay have been right and Chinese EV stocks like NIO and XPeng simply got too expensive. But while investors are staying away, Wall Street analysts are doubling down on these stocks.\nNIO(ticker: NIO) stock skyrocketed about 1,100% in 2020. Its growing deliveries and new product launches helped convince investors that EVs are the future of personal transportation, and that NIO will be a long-term winner in the market. That left shares trading at roughly at 16 times estimated 2021 sales at the start of this year.Tesla(TSLA) stock, for comparison, started out this year trading at about 12 times estimated 2021 sales.\nNIO shares, however, are down about 20% year to date. And they are struggling to break out of this funk.\nThis week, for instance, should have been good for all EV stocks. Tesla’s first-quarter deliveries, reported onApril 2, blew past analyst expectations, showing that EV demand is still strong and that the global automotive microchip shortage may be less of a problem than feared. The sector saw gains early this week on the news, but that quickly faded. Then a convertible bond sale announced byLi Auto(LI) drove all three the Chinese EV stocks lower Wednesday.\nEven though shares are rebounding Thursday, NIO stock is still down about 3% for the week, compared with a roughly 2% gain for theS&P 500and theDow Jones Industrial Average‘s 1% gain. NIO peersXPeng(XPEV) and Li Auto are down about 4% and nearly 9% for the week, respectively. Tesla stock has risen about 3%.\nThere are quite a few issues that might be shaking confidence in these stocks. For one,higher interest rateshave hurt valuations of many high-growth stocks.\nThe automotivechip shortageis another problem. The global semiconductor industry has gotten caught ramping up a new chip generation while ramping down an old one during a global pandemic. The result is there aren’t enough for cars, and many auto makers have shut plants while waiting for the supply situation to improve.\nCapital raisingfrom companies—includingQuantumScape(QS) and Li—is affecting trading, too. Investors don’t like to see their stakes diluted with new shares. In addition, a capital raise by any company is a small signal that company management is happy with the current stock price. Management teams, like investors, don’t like to sell low.\nEven Tesla’s success might be a new problem for the Chinese EV producers. Part of Tesla’s delivery beat was strong sales of its newChinese-built Model Ycrossover vehicle. With so many EVs coming out in numerous markets across the globe, growth is a little harder than it was in 2020.\nOne group that isn’t worried about the Chinese EV stocks, however, is brokerage analysts. They are very bullish and have raised their price targets for all three stocks in 2021.\nThe average analysttarget pricefor NIO is now about $61 a share, up about 32% year to date. That implies a gain of almost 60% from recent levels. XPeng and Li target prices are up less dramatically, but average analyst price targets for the two imply gains of roughly 50% and 60%, respectively.\nSuch large expectations for stock gains aren’t typical on Wall Street. The average implied gain for stocks in the Dow Jones Industrial Average is typically less than 10%. But analysts really like these three Chinese EV stocks: More than 70% of the ratings on the trio are Buy. TheaverageBuy-rating ratios for stocks in the S&P 500 and Dow is less than 60%.\nAnalysts are staying bullish, even as investors want to seem more than just strong EV demand.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350510063,"gmtCreate":1616227159952,"gmtModify":1616227159952,"author":{"id":"3029577259623","authorId":"3029577259623","name":"huanxi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3029577259623","authorIdStr":"3029577259623"},"themes":[],"htmlText":"[微笑]","listText":"[微笑]","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350510063","repostId":"1151684793","repostType":2,"repost":{"id":"1151684793","kind":"news","pubTimestamp":1616054223,"share":"https://www.laohu8.com/m/news/1151684793?lang=&edition=full","pubTime":"2021-03-18 15:57","market":"us","language":"en","title":"Here's Why Palantir Is a Must-Have Stock for Long Term Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=1151684793","media":"Motley Fool","summary":"In this video, I will be talking aboutPalantir(NYSE:PLTR)again and explain why it should be in every","content":"<p>In this video, I will be talking about<b>Palantir</b>(NYSE:PLTR)again and explain why it should be in everyone's long-term portfolio. Palantir is in the business of \"predicting future outcomes\" whether it's for governments or corporate firms.</p><p>Palantir offers a couple of services such as Gotham (for governments), Foundry (for corporate clients), and Apollo, a continuous delivery system that manages and deploys Palantir Gotham and Foundry. Securing government contracts is a great way of securing long-term revenue and lets the company on other areas it wishes to expand. Palantir recently announced it has partnered up with<b>Amazon</b>(NASDAQ:AMZN)Web Services.</p><p>The company had a pretty good year with 47% YoY Revenue growth for full-year 2020 and expects that growth to be bigger than 30% for 2021. Data is slowly becoming the most valuable commodity on the planet and Palantir is exactly where it needs to be to take advantage of that. Data collecting and analyzing isn't going to slow down in the years to come, it's only going to accelerate. And that's why Palantir is going to win and win big.</p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here's Why Palantir Is a Must-Have Stock for Long Term Investors</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\">\nHere's Why Palantir Is a Must-Have Stock for Long Term Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-18 15:57 GMT+8 <a href=https://www.fool.com/investing/2021/03/17/heres-why-palantir-is-a-must-have-stock-for-long-t/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In this video, I will be talking aboutPalantir(NYSE:PLTR)again and explain why it should be in everyone's long-term portfolio. Palantir is in the business of \"predicting future outcomes\" whether it's ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/03/17/heres-why-palantir-is-a-must-have-stock-for-long-t/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2021/03/17/heres-why-palantir-is-a-must-have-stock-for-long-t/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151684793","content_text":"In this video, I will be talking aboutPalantir(NYSE:PLTR)again and explain why it should be in everyone's long-term portfolio. Palantir is in the business of \"predicting future outcomes\" whether it's for governments or corporate firms.Palantir offers a couple of services such as Gotham (for governments), Foundry (for corporate clients), and Apollo, a continuous delivery system that manages and deploys Palantir Gotham and Foundry. Securing government contracts is a great way of securing long-term revenue and lets the company on other areas it wishes to expand. Palantir recently announced it has partnered up withAmazon(NASDAQ:AMZN)Web Services.The company had a pretty good year with 47% YoY Revenue growth for full-year 2020 and expects that growth to be bigger than 30% for 2021. Data is slowly becoming the most valuable commodity on the planet and Palantir is exactly where it needs to be to take advantage of that. Data collecting and analyzing isn't going to slow down in the years to come, it's only going to accelerate. And that's why Palantir is going to win and win big.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2016,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":366106318,"gmtCreate":1614403173334,"gmtModify":1703477341104,"author":{"id":"3029577259623","authorId":"3029577259623","name":"huanxi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3029577259623","authorIdStr":"3029577259623"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366106318","repostId":"368545133","repostType":1,"repost":{"id":368545133,"gmtCreate":1614342217720,"gmtModify":1703476627398,"author":{"id":"3491416357875149","authorId":"3491416357875149","name":"交易员Owen","avatar":"https://static.tigerbbs.com/e18f8a3a764631dcc921c6316d840259","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3491416357875149","authorIdStr":"3491416357875149"},"themes":[],"title":"为什么这次跳水不简单,深入聊聊美债,美股和通胀的关系","htmlText":"快速而猛烈的下跌,乃至于触发熔断,然后花上几个月的时间修复,这样灾难性的暴跌我们一般叫崩盘,股灾啥的,在当下的市场环境下,这个可能性我们都知道不大。 但如果说一场调整,持续2到3个月,每天涨涨跌跌,总体上跌的要比涨的多,甚至像本周这样连续的大跌反复出现,几个月下来,你的收益会少于周期开始的时候,这样的市场阶段我们怎么定义呢?不是股灾也不是崩盘,那就是中长期震荡回调期。 当10年美债利率攀升到1.5%以后,如果持续向上,美股会不会进入一个赚钱选股都相对更难的长期回调时期呢?所以这点上,我们得小心。避险的意识必须要有。 这次分享,我就主要聊一下,为什么这次美股大跌不能当成一次简单的回调看待。这次跳水不简单。 其实关于美债利率对美股的影响,我在年初大选的时候就已经开始预警了。 <a href=\"https://laohu8.com/TW/338364255\" target=\"_blank\">相比强烈的通胀预期,美股的开年黑其实算不了什么</a> <a href=\"https://laohu8.com/TW/336057536\" target=\"_blank\">国会遭受冲击,最重要的是这个变动</a> 只是点位上,我预测10年美债收益率到1%的时候会出现美股的小调整,但没想到市场的风险情绪在拜登上台和民主党统一国会和白宫后,被短时间激发,疫情的负面影响也到了后期,在1个多月时间里美股连创新高,没有对1%的美债收益做任何反应,美股的估值也是在那个时候被悄悄拉大。 我们看一下标普的席勒市盈率走势,在今年年初是34.8倍。这个只是表面上的间接估值法的一个结果。 实际上你要这么看,这相当于,我们用大约35单位的价格购得了1单位的每股盈利。那么1/35得到的以标普每股盈利为收益的收益率为2.5%多。 那为什么说这个估值是在被拉高?我们得看下平准通胀率,也就是长期市场对未来的通胀率的预测。10","listText":"快速而猛烈的下跌,乃至于触发熔断,然后花上几个月的时间修复,这样灾难性的暴跌我们一般叫崩盘,股灾啥的,在当下的市场环境下,这个可能性我们都知道不大。 但如果说一场调整,持续2到3个月,每天涨涨跌跌,总体上跌的要比涨的多,甚至像本周这样连续的大跌反复出现,几个月下来,你的收益会少于周期开始的时候,这样的市场阶段我们怎么定义呢?不是股灾也不是崩盘,那就是中长期震荡回调期。 当10年美债利率攀升到1.5%以后,如果持续向上,美股会不会进入一个赚钱选股都相对更难的长期回调时期呢?所以这点上,我们得小心。避险的意识必须要有。 这次分享,我就主要聊一下,为什么这次美股大跌不能当成一次简单的回调看待。这次跳水不简单。 其实关于美债利率对美股的影响,我在年初大选的时候就已经开始预警了。 <a href=\"https://laohu8.com/TW/338364255\" target=\"_blank\">相比强烈的通胀预期,美股的开年黑其实算不了什么</a> <a href=\"https://laohu8.com/TW/336057536\" target=\"_blank\">国会遭受冲击,最重要的是这个变动</a> 只是点位上,我预测10年美债收益率到1%的时候会出现美股的小调整,但没想到市场的风险情绪在拜登上台和民主党统一国会和白宫后,被短时间激发,疫情的负面影响也到了后期,在1个多月时间里美股连创新高,没有对1%的美债收益做任何反应,美股的估值也是在那个时候被悄悄拉大。 我们看一下标普的席勒市盈率走势,在今年年初是34.8倍。这个只是表面上的间接估值法的一个结果。 实际上你要这么看,这相当于,我们用大约35单位的价格购得了1单位的每股盈利。那么1/35得到的以标普每股盈利为收益的收益率为2.5%多。 那为什么说这个估值是在被拉高?我们得看下平准通胀率,也就是长期市场对未来的通胀率的预测。10","text":"快速而猛烈的下跌,乃至于触发熔断,然后花上几个月的时间修复,这样灾难性的暴跌我们一般叫崩盘,股灾啥的,在当下的市场环境下,这个可能性我们都知道不大。 但如果说一场调整,持续2到3个月,每天涨涨跌跌,总体上跌的要比涨的多,甚至像本周这样连续的大跌反复出现,几个月下来,你的收益会少于周期开始的时候,这样的市场阶段我们怎么定义呢?不是股灾也不是崩盘,那就是中长期震荡回调期。 当10年美债利率攀升到1.5%以后,如果持续向上,美股会不会进入一个赚钱选股都相对更难的长期回调时期呢?所以这点上,我们得小心。避险的意识必须要有。 这次分享,我就主要聊一下,为什么这次美股大跌不能当成一次简单的回调看待。这次跳水不简单。 其实关于美债利率对美股的影响,我在年初大选的时候就已经开始预警了。 相比强烈的通胀预期,美股的开年黑其实算不了什么 国会遭受冲击,最重要的是这个变动 只是点位上,我预测10年美债收益率到1%的时候会出现美股的小调整,但没想到市场的风险情绪在拜登上台和民主党统一国会和白宫后,被短时间激发,疫情的负面影响也到了后期,在1个多月时间里美股连创新高,没有对1%的美债收益做任何反应,美股的估值也是在那个时候被悄悄拉大。 我们看一下标普的席勒市盈率走势,在今年年初是34.8倍。这个只是表面上的间接估值法的一个结果。 实际上你要这么看,这相当于,我们用大约35单位的价格购得了1单位的每股盈利。那么1/35得到的以标普每股盈利为收益的收益率为2.5%多。 那为什么说这个估值是在被拉高?我们得看下平准通胀率,也就是长期市场对未来的通胀率的预测。10","images":[{"img":"https://static.tigerbbs.com/8ff3fbb1fc92c3ad45ccb74beee9bbd7","width":"1245","height":"687"},{"img":"https://static.tigerbbs.com/bd734dfde270e96a7e2f384139ab2a67","width":"532","height":"377"},{"img":"https://static.tigerbbs.com/4674893cbdcc73f158470c94a3e1f9de","width":"838","height":"484"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368545133","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}