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ICEY12
ICEY12
·
2021-11-06
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ICEY12
ICEY12
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2021-10-20
Nice!
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ICEY12
ICEY12
·
2021-09-15
Nice
@ping23:
$Sea Ltd(SE)$Will it go beyond $400?
$Sea Ltd(SE)$Will it go beyond $400?
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ICEY12
ICEY12
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2021-09-01
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ICEY12
ICEY12
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2021-08-31
Nice
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ICEY12
ICEY12
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2021-08-31
Nice
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ICEY12
ICEY12
·
2021-08-19
Nice
Stocks End the Day in an Ugly Way After Fed Minutes Show Taper Talk Is Serious<blockquote>美联储会议纪要显示缩减规模谈判是认真的,股市以丑陋的方式收盘</blockquote>
Stocks sold off Wednesday after the release of the minutes of the Federal Reserve’s July meeting. Th
Stocks End the Day in an Ugly Way After Fed Minutes Show Taper Talk Is Serious<blockquote>美联储会议纪要显示缩减规模谈判是认真的,股市以丑陋的方式收盘</blockquote>
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ICEY12
ICEY12
·
2021-08-18
Nice
Nvidia Reports Earnings Wednesday. Here’s Why Cryptocurrencies Matter.<blockquote>英伟达周三公布财报。这就是加密货币的重要性。</blockquote>
Tucked away in the numbers that Nvidia will post Wednesday is revenue from cryptocurrency mining chi
Nvidia Reports Earnings Wednesday. Here’s Why Cryptocurrencies Matter.<blockquote>英伟达周三公布财报。这就是加密货币的重要性。</blockquote>
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ICEY12
ICEY12
·
2021-08-14
Nice
汽车制造霸屏,新能源崛起也和碳中和有关
@许亚鑫:
今天两市成交1.3万亿,72个行业里面,35个行业上涨,37个行业下跌,尽管上证,深成和创业三大股指均收跌,实际上盘面冰火两重天的态势依然明显。周期股为代表的煤炭,钢铁,有色上涨态势延续,不过涨幅缩窄,地惨股就如前文《两个消息公布后,黄金原油反弹A股周期股崛起》所言,属于回光返照,今天的亮点属于三大主线行情之一的:汽车制造。 8月12日行业涨幅 如上图所示,日内涨幅第一的橡胶行业,实际上也是与汽车有关,不信的话各位可以去看看自己熟悉的轮胎个股。汽车制造之所以受到资金热捧,主要是与最新出炉的数据有关: 数据显示,今年7月份汽车、运动型多用途车和多用途车的整体零售销量较上年同期下降6.4%,至152万辆。包括电动汽车和插电式混合动力汽车在内的新能源汽车销量同比增长近170%,至22.2万辆。 今天,许导在接受中国财富采访的时候指出:理想汽车港股的破发有自身的因素,也有整个市场大环境的因素。 从自身的角度来讲,一方面,这家成立六年的公司,却一直只卖一款产品,即便是7月份的销量已经超越了蔚来,小鹏成为第一,但是从整个资本市场的角度来说,并未买单。这件事,我们从美股的市值排名便可以看出来,截止8月11日美股收盘,蔚来市值约为720.46亿美元,小鹏汽车市值359.92亿,理想汽车市值310.04亿。$理想汽车(LI)$ 另一方面,理想汽车的研发上也不如另外两家,2020年全年,理想汽车研发支出共计为11亿元,同比下降6%,而研发投入占比总营收的11.8%;蔚来同期研发费用为24.87亿元,同比下降43.8%,占总收入的15.3%。小鹏全年的研发
汽车制造霸屏,新能源崛起也和碳中和有关
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ICEY12
ICEY12
·
2021-08-01
Nice
SIA, SIAE, Singtel potential candidates for company restructuring: Maybank<blockquote>SIA、SIAE、Singtel 公司重组的潜在候选者:马来亚银行</blockquote>
Who will follow in SPH, Keppel and Sembcorp steps in corporate restructuring? Drivers are in play f
SIA, SIAE, Singtel potential candidates for company restructuring: Maybank<blockquote>SIA、SIAE、Singtel 公司重组的潜在候选者:马来亚银行</blockquote>
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","listText":"Nice ","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/811740646","repostId":"1170785593","repostType":4,"isVote":1,"tweetType":1,"viewCount":2098,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811478525,"gmtCreate":1630340543567,"gmtModify":1704958838375,"author":{"id":"3580185982873193","authorId":"3580185982873193","name":"ICEY12","avatar":"https://static.tigerbbs.com/e6a4c00e7a21e0d1c4ea7474f736cb7d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580185982873193","idStr":"3580185982873193"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/811478525","repostId":"1117774965","repostType":4,"isVote":1,"tweetType":1,"viewCount":2676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831276202,"gmtCreate":1629332573206,"gmtModify":1631886717187,"author":{"id":"3580185982873193","authorId":"3580185982873193","name":"ICEY12","avatar":"https://static.tigerbbs.com/e6a4c00e7a21e0d1c4ea7474f736cb7d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580185982873193","idStr":"3580185982873193"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831276202","repostId":"1173912409","repostType":4,"repost":{"id":"1173912409","kind":"news","pubTimestamp":1629328047,"share":"https://www.laohunote.com/m/news/1173912409?lang=zh_CN&edition=full","pubTime":"2021-08-19 07:07","market":"us","language":"en","title":"Stocks End the Day in an Ugly Way After Fed Minutes Show Taper Talk Is Serious<blockquote>美联储会议纪要显示缩减规模谈判是认真的,股市以丑陋的方式收盘</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1173912409","media":"Barrons","summary":"Stocks sold off Wednesday after the release of the minutes of the Federal Reserve’s July meeting.\nTh","content":"<p>Stocks sold off Wednesday after the release of the minutes of the Federal Reserve’s July meeting.</p><p><blockquote>美联储7月会议纪要公布后,股市周三遭到抛售。</blockquote></p><p> The Dow Jones Industrial Average dropped 383 points, or 1.1%, while the S&P 500 fell 1.1%. The Nasdaq Composite declined 0.9%. All three finished near their lows of the day.</p><p><blockquote>道琼斯工业平均指数下跌383点,跌幅1.1%,标普500下跌1.1%。纳斯达克综合指数下跌 0.9%。三者都接近当天的低点。</blockquote></p><p> Fed governors have been dropping hints in recent weeks that the beginning of the end of the central bank’s bond buying was nearing, and the minutes confirmed that taperingis at hand. “Most participants noted that …it could be appropriate to start reducing the pace of asset purchases this year,” the minutes read.</p><p><blockquote>最近几周,美联储理事们一直在暗示央行即将结束债券购买,会议纪要也证实了缩减债券规模即将到来。“会议纪要写道:”大多数与会者指出.今年开始放慢资产购买步伐可能是合适的。</blockquote></p><p> The assessment comes as the economy has recovered quickly, and reflects that the Fed is now focused on when—and how quickly—to remove support from the economy.</p><p><blockquote>该评估是在经济迅速复苏之际做出的,反映出美联储现在正关注何时以及以多快的速度取消对经济的支持。</blockquote></p><p> The selloff was broad. About 83% of S&P 500 stocks fell on the day, according to FactSet. This dynamics often reflects concern about how the market will perform without the Fed there to support it.</p><p><blockquote>抛售范围很广。FactSet 的数据显示,当天约 83% 的标普500股票下跌。这种动态通常反映出人们对如果没有美联储的支持,市场将如何表现的担忧。</blockquote></p><p> Now, it’s just a question of when tapering will begin. It’ “is going to be September or December,” said Dave Wagner, portfolio manager and analyst at Aptus Capital Advisors. “Everyone is focusing on Jackson Hole in my opinion,” he continued, referring to the conclave of central bankers that occurs later this month in Jackson Hole, Wyo.</p><p><blockquote>现在,只是何时开始缩减规模的问题。Aptus Capital Advisors 的投资组合经理兼分析师戴夫-瓦格纳(Dave Wagner)说:“这将是 9 月或 12 月。”“在我看来,每个人都在关注杰克逊霍尔,”他继续说道,指的是本月晚些时候将在怀俄明州杰克逊霍尔举行的央行行长秘密会议。</blockquote></p><p> Strangely, the bond market didn’t react all that much, with the 10-year Treasury yield closing at 1.27%, where it hovered for most of the day. The 2-year yield, which often moves higher when market participants see the Fed hiking short-term interest rates sooner, ended at 0.21%, lower than the 0.22% it hit in the morning.</p><p><blockquote>奇怪的是,债券市场并没有太大反应,10 年期国债收益率收于 1.27%,在当天的大部分时间里都徘徊在这一水平。当市场参与者看到美联储提前加息时,2年期国债收益率通常会走高,收于0.21%,低于上午触及的0.22%。</blockquote></p><p> “I don’t think we’ve learned anything new,” said Tom Graff, head of fixed income at Brown Advisory. Graff added that the consensus for a short-term interest rate hikes in 2022 or 2023 hasn’t changed.</p><p><blockquote>“布朗咨询公司固定收益主管汤姆-格拉夫(Tom Graff)说:”我认为我们没有学到任何新东西。格拉夫补充说,2022 年或 2023 年短期加息的共识没有改变。</blockquote></p><p> A weak market, however, couldn’t keep some stocks down. For some, it was about earnings.Lowe’s (ticker: LOW) stock rose 9.6% after reporting a profit of $4.25 a share, beating estimates of $4.01 a share, on sales of $27.6 billion, above expectations for $26.9 billion.TJX (TJX) stock rose 6% after reporting a profit of 64 cents a share, beating estimates of 59 cents a share, on sales of $12.1 billion, above expectations for $11 billion.</p><p><blockquote>然而,疲软的市场并没有让一些股票下跌。对一些人来说,这与盈利有关。劳氏(股票代码:LOW)公布每股利润 4.25 美元,高于预期的每股 4.01 美元,销售额为 276 亿美元,高于预期的 269 亿美元。TJX (TJX) 公布每股利润 64 美分,高于预期的每股 59 美分,销售额为 121 亿美元,高于预期的 110 亿美元。</blockquote></p><p> Others were buoyed by analyst upgrades, with ViacomCBS (VIAC) stock rose 3.7% after getting upgraded to Overweight from Equal Weight at Wells Fargo, and BlackBerry (BB) stock gained 4.2% after getting upgraded to Hold from Sell at Canaccord Genuity.</p><p><blockquote>其他股票则受到分析师评级上调的提振,维亚康姆哥伦比亚广播公司 (VIAC) 股价在富国银行 (Wells Fargo) 从持有评级上调至跑赢大盘后上涨 3.7%,黑莓 (BB) 股价在 Canaccord Genuity 从卖出评级上调至持有后上涨 4.2%。</blockquote></p><p> Tilray (TLRY) stock rose 1.1% after the company bought senior secured convertible notes in marijuana company MedMen Enterprises. The notes would convert into an equity stake if cannabis is legalized in the U.S.</p><p><blockquote>Tilray(TLRY)股价上涨1.1%,此前该公司购买了大麻公司MedMen Enterprises的高级担保可转换票据。如果大麻在美国合法化,这些票据将转换成股权。</blockquote></p><p></p>","source":"lsy1601382232898","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>Stocks End the Day in an Ugly Way After Fed Minutes Show Taper Talk Is Serious<blockquote>美联储会议纪要显示缩减规模谈判是认真的,股市以丑陋的方式收盘</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStocks End the Day in an Ugly Way After Fed Minutes Show Taper Talk Is Serious<blockquote>美联储会议纪要显示缩减规模谈判是认真的,股市以丑陋的方式收盘</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-19 07:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stocks sold off Wednesday after the release of the minutes of the Federal Reserve’s July meeting.</p><p><blockquote>美联储7月会议纪要公布后,股市周三遭到抛售。</blockquote></p><p> The Dow Jones Industrial Average dropped 383 points, or 1.1%, while the S&P 500 fell 1.1%. The Nasdaq Composite declined 0.9%. All three finished near their lows of the day.</p><p><blockquote>道琼斯工业平均指数下跌383点,跌幅1.1%,标普500下跌1.1%。纳斯达克综合指数下跌 0.9%。三者都接近当天的低点。</blockquote></p><p> Fed governors have been dropping hints in recent weeks that the beginning of the end of the central bank’s bond buying was nearing, and the minutes confirmed that taperingis at hand. “Most participants noted that …it could be appropriate to start reducing the pace of asset purchases this year,” the minutes read.</p><p><blockquote>最近几周,美联储理事们一直在暗示央行即将结束债券购买,会议纪要也证实了缩减债券规模即将到来。“会议纪要写道:”大多数与会者指出.今年开始放慢资产购买步伐可能是合适的。</blockquote></p><p> The assessment comes as the economy has recovered quickly, and reflects that the Fed is now focused on when—and how quickly—to remove support from the economy.</p><p><blockquote>该评估是在经济迅速复苏之际做出的,反映出美联储现在正关注何时以及以多快的速度取消对经济的支持。</blockquote></p><p> The selloff was broad. About 83% of S&P 500 stocks fell on the day, according to FactSet. This dynamics often reflects concern about how the market will perform without the Fed there to support it.</p><p><blockquote>抛售范围很广。FactSet 的数据显示,当天约 83% 的标普500股票下跌。这种动态通常反映出人们对如果没有美联储的支持,市场将如何表现的担忧。</blockquote></p><p> Now, it’s just a question of when tapering will begin. It’ “is going to be September or December,” said Dave Wagner, portfolio manager and analyst at Aptus Capital Advisors. “Everyone is focusing on Jackson Hole in my opinion,” he continued, referring to the conclave of central bankers that occurs later this month in Jackson Hole, Wyo.</p><p><blockquote>现在,只是何时开始缩减规模的问题。Aptus Capital Advisors 的投资组合经理兼分析师戴夫-瓦格纳(Dave Wagner)说:“这将是 9 月或 12 月。”“在我看来,每个人都在关注杰克逊霍尔,”他继续说道,指的是本月晚些时候将在怀俄明州杰克逊霍尔举行的央行行长秘密会议。</blockquote></p><p> Strangely, the bond market didn’t react all that much, with the 10-year Treasury yield closing at 1.27%, where it hovered for most of the day. The 2-year yield, which often moves higher when market participants see the Fed hiking short-term interest rates sooner, ended at 0.21%, lower than the 0.22% it hit in the morning.</p><p><blockquote>奇怪的是,债券市场并没有太大反应,10 年期国债收益率收于 1.27%,在当天的大部分时间里都徘徊在这一水平。当市场参与者看到美联储提前加息时,2年期国债收益率通常会走高,收于0.21%,低于上午触及的0.22%。</blockquote></p><p> “I don’t think we’ve learned anything new,” said Tom Graff, head of fixed income at Brown Advisory. Graff added that the consensus for a short-term interest rate hikes in 2022 or 2023 hasn’t changed.</p><p><blockquote>“布朗咨询公司固定收益主管汤姆-格拉夫(Tom Graff)说:”我认为我们没有学到任何新东西。格拉夫补充说,2022 年或 2023 年短期加息的共识没有改变。</blockquote></p><p> A weak market, however, couldn’t keep some stocks down. For some, it was about earnings.Lowe’s (ticker: LOW) stock rose 9.6% after reporting a profit of $4.25 a share, beating estimates of $4.01 a share, on sales of $27.6 billion, above expectations for $26.9 billion.TJX (TJX) stock rose 6% after reporting a profit of 64 cents a share, beating estimates of 59 cents a share, on sales of $12.1 billion, above expectations for $11 billion.</p><p><blockquote>然而,疲软的市场并没有让一些股票下跌。对一些人来说,这与盈利有关。劳氏(股票代码:LOW)公布每股利润 4.25 美元,高于预期的每股 4.01 美元,销售额为 276 亿美元,高于预期的 269 亿美元。TJX (TJX) 公布每股利润 64 美分,高于预期的每股 59 美分,销售额为 121 亿美元,高于预期的 110 亿美元。</blockquote></p><p> Others were buoyed by analyst upgrades, with ViacomCBS (VIAC) stock rose 3.7% after getting upgraded to Overweight from Equal Weight at Wells Fargo, and BlackBerry (BB) stock gained 4.2% after getting upgraded to Hold from Sell at Canaccord Genuity.</p><p><blockquote>其他股票则受到分析师评级上调的提振,维亚康姆哥伦比亚广播公司 (VIAC) 股价在富国银行 (Wells Fargo) 从持有评级上调至跑赢大盘后上涨 3.7%,黑莓 (BB) 股价在 Canaccord Genuity 从卖出评级上调至持有后上涨 4.2%。</blockquote></p><p> Tilray (TLRY) stock rose 1.1% after the company bought senior secured convertible notes in marijuana company MedMen Enterprises. The notes would convert into an equity stake if cannabis is legalized in the U.S.</p><p><blockquote>Tilray(TLRY)股价上涨1.1%,此前该公司购买了大麻公司MedMen Enterprises的高级担保可转换票据。如果大麻在美国合法化,这些票据将转换成股权。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/stock-market-today-51629283162?mod=hp_LEAD_1\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","TLRY":"Tilray Inc.","LOW":"劳氏","TJX":"The TJX Companies Inc.","BB":"黑莓",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/stock-market-today-51629283162?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173912409","content_text":"Stocks sold off Wednesday after the release of the minutes of the Federal Reserve’s July meeting.\nThe Dow Jones Industrial Average dropped 383 points, or 1.1%, while the S&P 500 fell 1.1%. The Nasdaq Composite declined 0.9%. All three finished near their lows of the day.\nFed governors have been dropping hints in recent weeks that the beginning of the end of the central bank’s bond buying was nearing, and the minutes confirmed that taperingis at hand. “Most participants noted that …it could be appropriate to start reducing the pace of asset purchases this year,” the minutes read.\nThe assessment comes as the economy has recovered quickly, and reflects that the Fed is now focused on when—and how quickly—to remove support from the economy.\nThe selloff was broad. About 83% of S&P 500 stocks fell on the day, according to FactSet. This dynamics often reflects concern about how the market will perform without the Fed there to support it.\nNow, it’s just a question of when tapering will begin. It’ “is going to be September or December,” said Dave Wagner, portfolio manager and analyst at Aptus Capital Advisors. “Everyone is focusing on Jackson Hole in my opinion,” he continued, referring to the conclave of central bankers that occurs later this month in Jackson Hole, Wyo.\nStrangely, the bond market didn’t react all that much, with the 10-year Treasury yield closing at 1.27%, where it hovered for most of the day. The 2-year yield, which often moves higher when market participants see the Fed hiking short-term interest rates sooner, ended at 0.21%, lower than the 0.22% it hit in the morning.\n“I don’t think we’ve learned anything new,” said Tom Graff, head of fixed income at Brown Advisory. Graff added that the consensus for a short-term interest rate hikes in 2022 or 2023 hasn’t changed.\nA weak market, however, couldn’t keep some stocks down. For some, it was about earnings.Lowe’s (ticker: LOW) stock rose 9.6% after reporting a profit of $4.25 a share, beating estimates of $4.01 a share, on sales of $27.6 billion, above expectations for $26.9 billion.TJX (TJX) stock rose 6% after reporting a profit of 64 cents a share, beating estimates of 59 cents a share, on sales of $12.1 billion, above expectations for $11 billion.\nOthers were buoyed by analyst upgrades, with ViacomCBS (VIAC) stock rose 3.7% after getting upgraded to Overweight from Equal Weight at Wells Fargo, and BlackBerry (BB) stock gained 4.2% after getting upgraded to Hold from Sell at Canaccord Genuity.\nTilray (TLRY) stock rose 1.1% after the company bought senior secured convertible notes in marijuana company MedMen Enterprises. The notes would convert into an equity stake if cannabis is legalized in the U.S.","news_type":1,"symbols_score_info":{"LOW":0.9,".SPX":0.9,"TLRY":0.9,".DJI":0.9,"VIAC":0.9,"BB":0.9,".IXIC":0.9,"TJX":0.9}},"isVote":1,"tweetType":1,"viewCount":1869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833247622,"gmtCreate":1629247308666,"gmtModify":1631886717198,"author":{"id":"3580185982873193","authorId":"3580185982873193","name":"ICEY12","avatar":"https://static.tigerbbs.com/e6a4c00e7a21e0d1c4ea7474f736cb7d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580185982873193","idStr":"3580185982873193"},"themes":[],"title":"","htmlText":"Nice ","listText":"Nice ","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/833247622","repostId":"1194174383","repostType":4,"repost":{"id":"1194174383","kind":"news","pubTimestamp":1629246519,"share":"https://www.laohunote.com/m/news/1194174383?lang=zh_CN&edition=full","pubTime":"2021-08-18 08:28","market":"us","language":"en","title":"Nvidia Reports Earnings Wednesday. Here’s Why Cryptocurrencies Matter.<blockquote>英伟达周三公布财报。这就是加密货币的重要性。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1194174383","media":"Barrons","summary":"Tucked away in the numbers that Nvidia will post Wednesday is revenue from cryptocurrency mining chi","content":"<p>Tucked away in the numbers that Nvidia will post Wednesday is revenue from cryptocurrency mining chips. Investors should keep an eye on the total.</p><p><blockquote>英伟达将于周三公布的数据中隐藏着加密货币挖矿芯片的收入。投资者应该关注总数。</blockquote></p><p> Why is simple: The peaks and valleys of crypto prices make it tough to peg demand for the chips, which the miners who handle the transactions need. And Nvidia (ticker: NVDA) earnings has gotten burned before when crypto prices tanked.</p><p><blockquote>原因很简单:加密货币价格的高峰和低谷使得很难确定对芯片的需求,而处理交易的矿工需要芯片。英伟达(股票代码:NVDA)的盈利此前曾因加密货币价格暴跌而遭受损失。</blockquote></p><p> This year, though, Nvidia has done two things to protect itself: Maybe most important, it changed the design of its videogame chips that crypto miners co-optedfor their business. And the company started making a version just for miners.</p><p><blockquote>不过今年,英伟达做了两件事来保护自己:也许最重要的是,它改变了加密货币矿工为其业务所采用的视频游戏芯片的设计。该公司开始为矿工制作一个版本。</blockquote></p><p> The new chips arewhat Nvidia tracks as crypto revenue because it can’t accurately track how many videogame chips are being used for mining.</p><p><blockquote>新芯片是英伟达追踪的加密货币收入来源,因为它无法准确追踪有多少视频游戏芯片被用于挖矿。</blockquote></p><p> The company’s finance chief, Colette Kress, has forecast $400 million in crypto chip sales for the second quarter—more than double first-quarter revenue of $155 million.The consensus revenue estimate for the segment that includes mining chips is $537.5 million, up from $327 million sequentially in the first quarter.</p><p><blockquote>该公司财务主管科莱特-克雷斯(Colette Kress)预测,第二季度加密芯片销售额将达到 4 亿美元,是第一季度 1.55 亿美元收入的两倍多。包括采矿芯片在内的该部门的普遍收入估计为 5.375 亿美元,高于第一季度的 3.27 亿美元。</blockquote></p><p> Just like the results for any other company, investors want the actual numbers to at least match—and better yet beat—Kress’ estimates.</p><p><blockquote>就像其他公司的业绩一样,投资者希望实际数字至少能达到--甚至更好--克雷斯的估计。</blockquote></p><p> BMO Capital Markets analyst Ambrish Srivastava has put forward several estimates on the true size of Nvidia’s mining business—the new chips added to the videogame chips.</p><p><blockquote>蒙特利尔银行资本市场分析师安布里什-斯里瓦斯塔瓦(Ambrish Srivastava)对英伟达挖矿业务的真实规模--视频游戏芯片中增加的新芯片--提出了几个估计。</blockquote></p><p> For the second quarter, Srivastava predicts $450 million in crypto revenue, which isn’t far off the company’s forecast; his estimate for the first quarter was $650 million, which was well above the $155 million Nvidia reported for just its mining chips.</p><p><blockquote>Srivastava 预测第二季度加密货币收入为 4.5 亿美元,与公司的预测相差不远;他对第一季度的预期为 6.5 亿美元,远高于 Nvidia 报告的仅采矿芯片的 1.55 亿美元。</blockquote></p><p> Investors should hope that Nvidia—and Srivastava—are close with their numbers so they can have a better idea of just how much exposure the company has to those sometimes-volatile crypto prices. A slump in crypto prices a few years ago translated to a drop in Nvidia’s revenue by nearly a third for four straight quarters.</p><p><blockquote>投资者应该希望 Nvidia 和 Srivastava 的数据接近,这样他们就可以更好地了解该公司对有时波动的加密货币价格的敞口有多大。几年前加密货币价格的暴跌导致英伟达的收入连续四个季度下降了近三分之一。</blockquote></p><p> The rest of the quarter is fairly typical stuff. Overall, the consensus forecast is for adjusted earnings of $1.01 a share, on revenue of $6.3 billion.</p><p><blockquote>本季度的其余部分是相当典型的东西。总体而言,普遍预测调整后每股收益为 1.01 美元,营收为 63 亿美元。</blockquote></p><p> Investors also should pay attention to the data center segment. Chief executive Jensen Huang has talked up the demand around data-center graphics processors, which are often used for artificial intelligence and machine-learning tasks. Wall Street expects data center revenueto grow roughly 30% to $2.3 billion.</p><p><blockquote>投资者还应关注数据中心细分市场。首席执行官黄仁勋谈到了数据中心图形处理器的需求,这些处理器通常用于人工智能和机器学习任务。华尔街预计数据中心收入将增长约 30%,达到 23 亿美元。</blockquote></p><p> The company’s core videogame chip business is expected to grow 80% to $3 billion. It’s worth looking for commentary from executives about the ongoing global chip shortage. The expected increase in supply hasn’t quite materialized, according to Srivastava.</p><p><blockquote>该公司的核心视频游戏芯片业务预计将增长 80%,达到 30 亿美元。值得关注的是高管们对全球芯片持续短缺的评论。斯里瓦斯塔瓦认为,预期的供应量增加并未完全实现。</blockquote></p><p> Shares of Nvidia slumped 2.5% during Tuesday’s regular session to $194.58, but have gained 48% this year. The benchmark PHLX Semiconductor index gained 16% in 2021.</p><p><blockquote>英伟达股价在周二的常规交易中下跌了 2.5%,至 194.58 美元,但今年以来已上涨 48%。2021 年,基准 PHLX 半导体指数上涨了 16%。</blockquote></p><p></p>","source":"lsy1601382232898","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>Nvidia Reports Earnings Wednesday. Here’s Why Cryptocurrencies Matter.<blockquote>英伟达周三公布财报。这就是加密货币的重要性。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Reports Earnings Wednesday. Here’s Why Cryptocurrencies Matter.<blockquote>英伟达周三公布财报。这就是加密货币的重要性。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-18 08:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tucked away in the numbers that Nvidia will post Wednesday is revenue from cryptocurrency mining chips. Investors should keep an eye on the total.</p><p><blockquote>英伟达将于周三公布的数据中隐藏着加密货币挖矿芯片的收入。投资者应该关注总数。</blockquote></p><p> Why is simple: The peaks and valleys of crypto prices make it tough to peg demand for the chips, which the miners who handle the transactions need. And Nvidia (ticker: NVDA) earnings has gotten burned before when crypto prices tanked.</p><p><blockquote>原因很简单:加密货币价格的高峰和低谷使得很难确定对芯片的需求,而处理交易的矿工需要芯片。英伟达(股票代码:NVDA)的盈利此前曾因加密货币价格暴跌而遭受损失。</blockquote></p><p> This year, though, Nvidia has done two things to protect itself: Maybe most important, it changed the design of its videogame chips that crypto miners co-optedfor their business. And the company started making a version just for miners.</p><p><blockquote>不过今年,英伟达做了两件事来保护自己:也许最重要的是,它改变了加密货币矿工为其业务所采用的视频游戏芯片的设计。该公司开始为矿工制作一个版本。</blockquote></p><p> The new chips arewhat Nvidia tracks as crypto revenue because it can’t accurately track how many videogame chips are being used for mining.</p><p><blockquote>新芯片是英伟达追踪的加密货币收入来源,因为它无法准确追踪有多少视频游戏芯片被用于挖矿。</blockquote></p><p> The company’s finance chief, Colette Kress, has forecast $400 million in crypto chip sales for the second quarter—more than double first-quarter revenue of $155 million.The consensus revenue estimate for the segment that includes mining chips is $537.5 million, up from $327 million sequentially in the first quarter.</p><p><blockquote>该公司财务主管科莱特-克雷斯(Colette Kress)预测,第二季度加密芯片销售额将达到 4 亿美元,是第一季度 1.55 亿美元收入的两倍多。包括采矿芯片在内的该部门的普遍收入估计为 5.375 亿美元,高于第一季度的 3.27 亿美元。</blockquote></p><p> Just like the results for any other company, investors want the actual numbers to at least match—and better yet beat—Kress’ estimates.</p><p><blockquote>就像其他公司的业绩一样,投资者希望实际数字至少能达到--甚至更好--克雷斯的估计。</blockquote></p><p> BMO Capital Markets analyst Ambrish Srivastava has put forward several estimates on the true size of Nvidia’s mining business—the new chips added to the videogame chips.</p><p><blockquote>蒙特利尔银行资本市场分析师安布里什-斯里瓦斯塔瓦(Ambrish Srivastava)对英伟达挖矿业务的真实规模--视频游戏芯片中增加的新芯片--提出了几个估计。</blockquote></p><p> For the second quarter, Srivastava predicts $450 million in crypto revenue, which isn’t far off the company’s forecast; his estimate for the first quarter was $650 million, which was well above the $155 million Nvidia reported for just its mining chips.</p><p><blockquote>Srivastava 预测第二季度加密货币收入为 4.5 亿美元,与公司的预测相差不远;他对第一季度的预期为 6.5 亿美元,远高于 Nvidia 报告的仅采矿芯片的 1.55 亿美元。</blockquote></p><p> Investors should hope that Nvidia—and Srivastava—are close with their numbers so they can have a better idea of just how much exposure the company has to those sometimes-volatile crypto prices. A slump in crypto prices a few years ago translated to a drop in Nvidia’s revenue by nearly a third for four straight quarters.</p><p><blockquote>投资者应该希望 Nvidia 和 Srivastava 的数据接近,这样他们就可以更好地了解该公司对有时波动的加密货币价格的敞口有多大。几年前加密货币价格的暴跌导致英伟达的收入连续四个季度下降了近三分之一。</blockquote></p><p> The rest of the quarter is fairly typical stuff. Overall, the consensus forecast is for adjusted earnings of $1.01 a share, on revenue of $6.3 billion.</p><p><blockquote>本季度的其余部分是相当典型的东西。总体而言,普遍预测调整后每股收益为 1.01 美元,营收为 63 亿美元。</blockquote></p><p> Investors also should pay attention to the data center segment. Chief executive Jensen Huang has talked up the demand around data-center graphics processors, which are often used for artificial intelligence and machine-learning tasks. Wall Street expects data center revenueto grow roughly 30% to $2.3 billion.</p><p><blockquote>投资者还应关注数据中心细分市场。首席执行官黄仁勋谈到了数据中心图形处理器的需求,这些处理器通常用于人工智能和机器学习任务。华尔街预计数据中心收入将增长约 30%,达到 23 亿美元。</blockquote></p><p> The company’s core videogame chip business is expected to grow 80% to $3 billion. It’s worth looking for commentary from executives about the ongoing global chip shortage. The expected increase in supply hasn’t quite materialized, according to Srivastava.</p><p><blockquote>该公司的核心视频游戏芯片业务预计将增长 80%,达到 30 亿美元。值得关注的是高管们对全球芯片持续短缺的评论。斯里瓦斯塔瓦认为,预期的供应量增加并未完全实现。</blockquote></p><p> Shares of Nvidia slumped 2.5% during Tuesday’s regular session to $194.58, but have gained 48% this year. The benchmark PHLX Semiconductor index gained 16% in 2021.</p><p><blockquote>英伟达股价在周二的常规交易中下跌了 2.5%,至 194.58 美元,但今年以来已上涨 48%。2021 年,基准 PHLX 半导体指数上涨了 16%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/nvidia-reports-earnings-wednesday-heres-why-cryptocurrencies-matter-51629238799?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.barrons.com/articles/nvidia-reports-earnings-wednesday-heres-why-cryptocurrencies-matter-51629238799?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194174383","content_text":"Tucked away in the numbers that Nvidia will post Wednesday is revenue from cryptocurrency mining chips. Investors should keep an eye on the total.\nWhy is simple: The peaks and valleys of crypto prices make it tough to peg demand for the chips, which the miners who handle the transactions need. And Nvidia (ticker: NVDA) earnings has gotten burned before when crypto prices tanked.\nThis year, though, Nvidia has done two things to protect itself: Maybe most important, it changed the design of its videogame chips that crypto miners co-optedfor their business. And the company started making a version just for miners.\nThe new chips arewhat Nvidia tracks as crypto revenue because it can’t accurately track how many videogame chips are being used for mining.\nThe company’s finance chief, Colette Kress, has forecast $400 million in crypto chip sales for the second quarter—more than double first-quarter revenue of $155 million.The consensus revenue estimate for the segment that includes mining chips is $537.5 million, up from $327 million sequentially in the first quarter.\nJust like the results for any other company, investors want the actual numbers to at least match—and better yet beat—Kress’ estimates.\nBMO Capital Markets analyst Ambrish Srivastava has put forward several estimates on the true size of Nvidia’s mining business—the new chips added to the videogame chips.\nFor the second quarter, Srivastava predicts $450 million in crypto revenue, which isn’t far off the company’s forecast; his estimate for the first quarter was $650 million, which was well above the $155 million Nvidia reported for just its mining chips.\nInvestors should hope that Nvidia—and Srivastava—are close with their numbers so they can have a better idea of just how much exposure the company has to those sometimes-volatile crypto prices. A slump in crypto prices a few years ago translated to a drop in Nvidia’s revenue by nearly a third for four straight quarters.\nThe rest of the quarter is fairly typical stuff. Overall, the consensus forecast is for adjusted earnings of $1.01 a share, on revenue of $6.3 billion.\nInvestors also should pay attention to the data center segment. Chief executive Jensen Huang has talked up the demand around data-center graphics processors, which are often used for artificial intelligence and machine-learning tasks. Wall Street expects data center revenueto grow roughly 30% to $2.3 billion.\nThe company’s core videogame chip business is expected to grow 80% to $3 billion. It’s worth looking for commentary from executives about the ongoing global chip shortage. The expected increase in supply hasn’t quite materialized, according to Srivastava.\nShares of Nvidia slumped 2.5% during Tuesday’s regular session to $194.58, but have gained 48% this year. The benchmark PHLX Semiconductor index gained 16% in 2021.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897862719,"gmtCreate":1628906515231,"gmtModify":1631886717212,"author":{"id":"3580185982873193","authorId":"3580185982873193","name":"ICEY12","avatar":"https://static.tigerbbs.com/e6a4c00e7a21e0d1c4ea7474f736cb7d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580185982873193","idStr":"3580185982873193"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/897862719","repostId":"895764760","repostType":1,"repost":{"id":895764760,"gmtCreate":1628774667250,"gmtModify":1716217869512,"author":{"id":"3532831849818465","authorId":"3532831849818465","name":"许亚鑫","avatar":"https://static.tigerbbs.com/72cbe26a31edf2913e619f4aa762d2d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3532831849818465","idStr":"3532831849818465"},"themes":[],"title":"汽车制造霸屏,新能源崛起也和碳中和有关","htmlText":"今天两市成交1.3万亿,72个行业里面,35个行业上涨,37个行业下跌,尽管上证,深成和创业三大股指均收跌,实际上盘面冰火两重天的态势依然明显。周期股为代表的煤炭,钢铁,有色上涨态势延续,不过涨幅缩窄,地惨股就如前文《<a href=\"https://laohu8.com/TW/895085219\" target=\"_blank\">两个消息公布后,黄金原油反弹A股周期股崛起</a>》所言,属于回光返照,今天的亮点属于三大主线行情之一的:汽车制造。 8月12日行业涨幅 如上图所示,日内涨幅第一的橡胶行业,实际上也是与汽车有关,不信的话各位可以去看看自己熟悉的轮胎个股。汽车制造之所以受到资金热捧,主要是与最新出炉的数据有关: 数据显示,今年7月份汽车、运动型多用途车和多用途车的整体零售销量较上年同期下降6.4%,至152万辆。包括电动汽车和插电式混合动力汽车在内的新能源汽车销量同比增长近170%,至22.2万辆。 今天,许导在接受中国财富采访的时候指出:理想汽车港股的破发有自身的因素,也有整个市场大环境的因素。 从自身的角度来讲,一方面,这家成立六年的公司,却一直只卖一款产品,即便是7月份的销量已经超越了蔚来,小鹏成为第一,但是从整个资本市场的角度来说,并未买单。这件事,我们从美股的市值排名便可以看出来,截止8月11日美股收盘,蔚来市值约为720.46亿美元,小鹏汽车市值359.92亿,理想汽车市值310.04亿。<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 另一方面,理想汽车的研发上也不如另外两家,2020年全年,理想汽车研发支出共计为11亿元,同比下降6%,而研发投入占比总营收的11.8%;蔚来同期研发费用为24.87亿元,同比下降43.8%,占总收入的15.3%。小鹏全年的研发","listText":"今天两市成交1.3万亿,72个行业里面,35个行业上涨,37个行业下跌,尽管上证,深成和创业三大股指均收跌,实际上盘面冰火两重天的态势依然明显。周期股为代表的煤炭,钢铁,有色上涨态势延续,不过涨幅缩窄,地惨股就如前文《<a href=\"https://laohu8.com/TW/895085219\" target=\"_blank\">两个消息公布后,黄金原油反弹A股周期股崛起</a>》所言,属于回光返照,今天的亮点属于三大主线行情之一的:汽车制造。 8月12日行业涨幅 如上图所示,日内涨幅第一的橡胶行业,实际上也是与汽车有关,不信的话各位可以去看看自己熟悉的轮胎个股。汽车制造之所以受到资金热捧,主要是与最新出炉的数据有关: 数据显示,今年7月份汽车、运动型多用途车和多用途车的整体零售销量较上年同期下降6.4%,至152万辆。包括电动汽车和插电式混合动力汽车在内的新能源汽车销量同比增长近170%,至22.2万辆。 今天,许导在接受中国财富采访的时候指出:理想汽车港股的破发有自身的因素,也有整个市场大环境的因素。 从自身的角度来讲,一方面,这家成立六年的公司,却一直只卖一款产品,即便是7月份的销量已经超越了蔚来,小鹏成为第一,但是从整个资本市场的角度来说,并未买单。这件事,我们从美股的市值排名便可以看出来,截止8月11日美股收盘,蔚来市值约为720.46亿美元,小鹏汽车市值359.92亿,理想汽车市值310.04亿。<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 另一方面,理想汽车的研发上也不如另外两家,2020年全年,理想汽车研发支出共计为11亿元,同比下降6%,而研发投入占比总营收的11.8%;蔚来同期研发费用为24.87亿元,同比下降43.8%,占总收入的15.3%。小鹏全年的研发","text":"今天两市成交1.3万亿,72个行业里面,35个行业上涨,37个行业下跌,尽管上证,深成和创业三大股指均收跌,实际上盘面冰火两重天的态势依然明显。周期股为代表的煤炭,钢铁,有色上涨态势延续,不过涨幅缩窄,地惨股就如前文《两个消息公布后,黄金原油反弹A股周期股崛起》所言,属于回光返照,今天的亮点属于三大主线行情之一的:汽车制造。 8月12日行业涨幅 如上图所示,日内涨幅第一的橡胶行业,实际上也是与汽车有关,不信的话各位可以去看看自己熟悉的轮胎个股。汽车制造之所以受到资金热捧,主要是与最新出炉的数据有关: 数据显示,今年7月份汽车、运动型多用途车和多用途车的整体零售销量较上年同期下降6.4%,至152万辆。包括电动汽车和插电式混合动力汽车在内的新能源汽车销量同比增长近170%,至22.2万辆。 今天,许导在接受中国财富采访的时候指出:理想汽车港股的破发有自身的因素,也有整个市场大环境的因素。 从自身的角度来讲,一方面,这家成立六年的公司,却一直只卖一款产品,即便是7月份的销量已经超越了蔚来,小鹏成为第一,但是从整个资本市场的角度来说,并未买单。这件事,我们从美股的市值排名便可以看出来,截止8月11日美股收盘,蔚来市值约为720.46亿美元,小鹏汽车市值359.92亿,理想汽车市值310.04亿。$理想汽车(LI)$ 另一方面,理想汽车的研发上也不如另外两家,2020年全年,理想汽车研发支出共计为11亿元,同比下降6%,而研发投入占比总营收的11.8%;蔚来同期研发费用为24.87亿元,同比下降43.8%,占总收入的15.3%。小鹏全年的研发","images":[{"img":"https://static.tigerbbs.com/011c2916226888190c5ef6160833d398","width":"671","height":"411"},{"img":"https://static.tigerbbs.com/878feaf435248cb51f1c6966d8d313df","width":"1080","height":"414"},{"img":"https://static.tigerbbs.com/0a6da55ceb04089eb4202400dc1ae58e","width":"596","height":"250"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895764760","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802465583,"gmtCreate":1627797258542,"gmtModify":1631886717224,"author":{"id":"3580185982873193","authorId":"3580185982873193","name":"ICEY12","avatar":"https://static.tigerbbs.com/e6a4c00e7a21e0d1c4ea7474f736cb7d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580185982873193","idStr":"3580185982873193"},"themes":[],"title":"","htmlText":"Nice ","listText":"Nice ","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/802465583","repostId":"1153879814","repostType":4,"repost":{"id":"1153879814","kind":"news","pubTimestamp":1627784753,"share":"https://www.laohunote.com/m/news/1153879814?lang=zh_CN&edition=full","pubTime":"2021-08-01 10:25","market":"sg","language":"en","title":"SIA, SIAE, Singtel potential candidates for company restructuring: Maybank<blockquote>SIA、SIAE、Singtel 公司重组的潜在候选者:马来亚银行</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153879814","media":"Singapore Business","summary":"Who will follow in SPH, Keppel and Sembcorp steps in corporate restructuring?\n\nDrivers are in play f","content":"<p> <b><i>Who will follow in SPH, Keppel and Sembcorp steps in corporate restructuring?</i></b> Drivers are in play for more corporate restructuring from Singapore firms following the major restructuring plans of Singapore Press Holdings (SPH) and a possible merger between Keppel Offshore & Marine and Sembcorp Marine Ltd, according to a report by Maybank Kim Eng.</p><p><blockquote><b><i>谁将跟随SPH、吉宝和胜科的公司重组步骤?</i></b>根据 Maybank Kim Eng 的一份报告,在新加坡报业控股公司 (SPH) 的重大重组计划以及吉宝近海与胜科海事有限公司可能合并之后,新加坡公司进行更多企业重组的驱动力正在发挥作用。</blockquote></p><p> According to the report, the drivers catalyzing these restructurings remain in play and are unlikely to retreat in the near-term.</p><p><blockquote>报告称,催化这些重组的驱动因素仍在发挥作用,短期内不太可能消退。</blockquote></p><p> Some Singapore companies named by Maybank that are potential candidates for a corporate restructuring are Singtel, Singapore Airlines Group and the Singapore Institute of Aerospace Engineers.</p><p><blockquote>马来亚银行点名的一些新加坡公司是公司重组的潜在候选人,包括新加坡电信、新加坡航空集团和新加坡航空航天工程师学会。</blockquote></p><p> Maybank said Singtel is currently exploring options to review its stakes in associates and infrastructure assets to unlock latent value.</p><p><blockquote>马来亚银行表示,新加坡电信目前正在探索审查其在联营公司和基础设施资产中的股份,以释放潜在价值。</blockquote></p><p> Continued weakness and expected long lead time to recovery of international air travel may force certain rationalization for SIA and SIAE. Meanwhile, big developers like CityDev and UOL also have sizable development businesses similar to CAPL.</p><p><blockquote>持续疲软以及预计国际航空旅行复苏的较长准备时间可能会迫使新航和新航进行某些合理化。与此同时,像CityDev和UOL这样的大型开发商也有类似CAPL的可观开发业务。</blockquote></p><p></p>","source":"lsy1618986048053","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>SIA, SIAE, Singtel potential candidates for company restructuring: Maybank<blockquote>SIA、SIAE、Singtel 公司重组的潜在候选者:马来亚银行</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSIA, SIAE, Singtel potential candidates for company restructuring: Maybank<blockquote>SIA、SIAE、Singtel 公司重组的潜在候选者:马来亚银行</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Singapore Business</strong><span class=\"h-time small\">2021-08-01 10:25</span>\n</p>\n</h4>\n</header>\n<article>\n<p> <b><i>Who will follow in SPH, Keppel and Sembcorp steps in corporate restructuring?</i></b> Drivers are in play for more corporate restructuring from Singapore firms following the major restructuring plans of Singapore Press Holdings (SPH) and a possible merger between Keppel Offshore & Marine and Sembcorp Marine Ltd, according to a report by Maybank Kim Eng.</p><p><blockquote><b><i>谁将跟随SPH、吉宝和胜科的公司重组步骤?</i></b>根据 Maybank Kim Eng 的一份报告,在新加坡报业控股公司 (SPH) 的重大重组计划以及吉宝近海与胜科海事有限公司可能合并之后,新加坡公司进行更多企业重组的驱动力正在发挥作用。</blockquote></p><p> According to the report, the drivers catalyzing these restructurings remain in play and are unlikely to retreat in the near-term.</p><p><blockquote>报告称,催化这些重组的驱动因素仍在发挥作用,短期内不太可能消退。</blockquote></p><p> Some Singapore companies named by Maybank that are potential candidates for a corporate restructuring are Singtel, Singapore Airlines Group and the Singapore Institute of Aerospace Engineers.</p><p><blockquote>马来亚银行点名的一些新加坡公司是公司重组的潜在候选人,包括新加坡电信、新加坡航空集团和新加坡航空航天工程师学会。</blockquote></p><p> Maybank said Singtel is currently exploring options to review its stakes in associates and infrastructure assets to unlock latent value.</p><p><blockquote>马来亚银行表示,新加坡电信目前正在探索审查其在联营公司和基础设施资产中的股份,以释放潜在价值。</blockquote></p><p> Continued weakness and expected long lead time to recovery of international air travel may force certain rationalization for SIA and SIAE. Meanwhile, big developers like CityDev and UOL also have sizable development businesses similar to CAPL.</p><p><blockquote>持续疲软以及预计国际航空旅行复苏的较长准备时间可能会迫使新航和新航进行某些合理化。与此同时,像CityDev和UOL这样的大型开发商也有类似CAPL的可观开发业务。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://sbr.com.sg/economy/news/sia-siae-singtel-potential-candidates-company-restructuring-maybank\">Singapore Business</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C6L.SI":"新加坡航空公司"},"source_url":"https://sbr.com.sg/economy/news/sia-siae-singtel-potential-candidates-company-restructuring-maybank","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153879814","content_text":"Who will follow in SPH, Keppel and Sembcorp steps in corporate restructuring?\n\nDrivers are in play for more corporate restructuring from Singapore firms following the major restructuring plans of Singapore Press Holdings (SPH) and a possible merger between Keppel Offshore & Marine and Sembcorp Marine Ltd, according to a report by Maybank Kim Eng.\nAccording to the report, the drivers catalyzing these restructurings remain in play and are unlikely to retreat in the near-term.\nSome Singapore companies named by Maybank that are potential candidates for a corporate restructuring are Singtel, Singapore Airlines Group and the Singapore Institute of Aerospace Engineers.\nMaybank said Singtel is currently exploring options to review its stakes in associates and infrastructure assets to unlock latent value.\nContinued weakness and expected long lead time to recovery of international air travel may force certain rationalization for SIA and SIAE. Meanwhile, big developers like CityDev and UOL also have sizable development businesses similar to CAPL.","news_type":1,"symbols_score_info":{"C6L.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":2083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}