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Samuel0514
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Samuel0514
Samuel0514
·
07-23
竟然裁员了，难道最近一直跌。
微软两轮大规模裁员1.5万人，留任员工获额外激励奖金
微软公司刚刚结束了一轮影响其销售人员的裁员，现正向部分留任员工提供奖金。一份文件显示，在刚刚结束的财年中，那些“因系统性挑战或自身无法控制的财务业绩结果而影响年度薪酬”的员工将获得额外薪酬。微软发言人表示。近几个月来，微软已在两轮大规模裁员中解雇约1.5万人。微软7月开始新的财年，目前正在鼓励销售人员使用和销售人工智能产品。
微软两轮大规模裁员1.5万人，留任员工获额外激励奖金
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Samuel0514
Samuel0514
·
07-19
昨天第一次经历末日期权的高波动，又给我上了一课，不得不说期权包含的人性量太大了，尤其是末日期权。
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Samuel0514
Samuel0514
·
07-02
$Strategy(MSTR)$
这两天暴涨暴跌，到底是什么原因，真是奇葩
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Samuel0514
Samuel0514
·
06-30
恶心，又融资
Tempus AI：拟通过私募方式发行总额4亿美元的可转换优先票据
折射出企业优化资本结构的战略意图。
Tempus AI：拟通过私募方式发行总额4亿美元的可转换优先票据
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Samuel0514
Samuel0514
·
05-23
$SMCI 20250530 40.0 CALL$
又亏了
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Samuel0514
Samuel0514
·
05-17
$CRWV 20250523 70.0 PUT$
亏麻了啊
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Samuel0514
Samuel0514
·
05-17
这次肯定不会了，18年的反复是美国没有什么大问题 还处于通缩状态下。当下则是完全不同，首先美债收益率高企，美国赤字严重，特朗普必须得抓紧时间让鲍威尔降息才行。随着时间一点点过去，他的减税和医药改革都需要抓紧时间推进，如果继续压制经济，只会影响他的中期选举。
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Samuel0514
Samuel0514
·
05-08
本质还是搜索量下滑了
苹果探索在浏览器中加入AI搜索，考虑DeepSeek，已与微软达成合作
浏览器中的搜索量在4月份首次出现下滑。
苹果探索在浏览器中加入AI搜索，考虑DeepSeek，已与微软达成合作
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Samuel0514
Samuel0514
·
05-02
最近的美股反弹，实际还是对衰退和通胀的修复，大家看到了一季度数据，消费稳健，而衰退也不过如此，更多是净出口大幅度增加的原因，所以市场能够持续性反弹。而通胀也没有想象中这么大，说实话，在需求没有恢复增长的时候，如何能出现通胀呢？对这个我保持疑问，而更高的价格只会压低消费而已，形成了进一步衰退，而这又会促使美联储降息，那么美股还有什么好担心的呢？
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Samuel0514
Samuel0514
·
2018-08-22
$美图公司(01357)$ 真是难看啊，美拍竟然是起了个大早赶了个晚集，接下去看你美图秀秀月活能否稳住了
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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微软两轮大规模裁员1.5万人，留任员工获额外激励奖金\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-23 10:04 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072310054497b1910b&s=b><strong>爱集微</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>微软公司刚刚结束了一轮影响其销售人员的裁员，现正向部分留任员工提供奖金。一份文件显示，在刚刚结束的财年中，那些“因系统性挑战或自身无法控制的财务业绩结果而影响年度薪酬”的员工将获得额外薪酬。这些员工的薪酬将按其已完成更高比例的配额计算。“作为标准做法，我们每年都会根据财务业绩评估激励性薪酬，以确保我们能够照顾到我们的销售人员、经理和销售主管。”微软发言人表示。这些奖金可能会提升微软员工的士气。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072310054497b1910b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1117":"系统软件","04338":"微软-T","MSFT":"微软"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072310054497b1910b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2553293912","content_text":"微软公司刚刚结束了一轮影响其销售人员的裁员，现正向部分留任员工提供奖金。一份文件显示，在刚刚结束的财年中，那些“因系统性挑战或自身无法控制的财务业绩结果而影响年度薪酬”的员工将获得额外薪酬。这些员工的薪酬将按其已完成更高比例的配额计算。“作为标准做法，我们每年都会根据财务业绩评估激励性薪酬，以确保我们能够照顾到我们的销售人员、经理和销售主管。”微软发言人表示。这些奖金可能会提升微软员工的士气。近几个月来，微软已在两轮大规模裁员中解雇约1.5万人。今年4月，该公司还告知员工，计划通过第三方公司来处理更多面向中小型客户的软件销售。微软7月开始新的财年，目前正在鼓励销售人员使用和销售人工智能（AI）产品。在7月初的一次内部会议上，微软首席商务官Judson Althoff表示，微软的Copilot 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这两天暴涨暴跌，到底是什么原因，真是奇葩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452139228708968","isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":451643095695456,"gmtCreate":1751290533421,"gmtModify":1751291637987,"author":{"id":"3695523313950","authorId":"3695523313950","name":"Samuel0514","avatar":"https://static.tigerbbs.com/07fe0fe20a8ebcbcf6f7e0818fd14bd6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3695523313950","authorIdStr":"3695523313950"},"themes":[],"htmlText":"恶心，又融资","listText":"恶心，又融资","text":"恶心，又融资","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/451643095695456","repostId":"1192832012","repostType":2,"repost":{"id":"1192832012","kind":"news","pubTimestamp":1751283753,"share":"https://www.laohu8.com/m/news/1192832012?lang=&edition=full","pubTime":"2025-06-30 19:42","market":"us","language":"zh","title":"Tempus AI：拟通过私募方式发行总额4亿美元的可转换优先票据","url":"https://stock-news.laohu8.com/highlight/detail?id=1192832012","media":"智通财经网","summary":"折射出企业优化资本结构的战略意图。","content":"<html><head></head><body><p>周一，AI医疗公司Tempus AI披露最新融资计划：拟通过私募方式发行总额4亿美元的可转换优先票据，该批票据将于2030年7月15日到期，并采取每半年计息的付息方式。值得注意的是，除到期自然偿付外，这批票据还附带了提前转换、赎回或回购的条款设计。</p><p style=\"text-align: justify;\">根据发行方案，具体利率水平、初始转股价格等核心条款将在最终定价环节确定。为保障发行灵活性，公司同步授予初始承销商为期13天的超额配售权，允许其按需追加认购最多6000万美元的额外票据额度。</p><p style=\"text-align: justify;\">对于募集资金用途，Tempus AI在公告中明确表示，本次发行净收益将主要用于三大方向：首要用途是全额偿清现存的2.747亿美元优先担保定期贷款本息;其次将覆盖相关封顶看涨期权交易的成本支出;剩余部分则纳入公司日常运营资金池。</p><p style=\"text-align: justify;\">市场分析人士指出，该融资方案折射出企业优化资本结构的战略意图。通过可转债这一兼具债性和股性的融资工具，公司既可获取中长期发展资金，又为投资者保留了未来转股获取股权收益的可能性。而同步推进的债务置换操作，则有助于降低现有负债成本，提升财务健康度。</p><p style=\"text-align: justify;\">不过投资者显然对股权稀释风险保持警惕，这直接反映在当日股价的承压走势中。</p><p></p><p></p></body></html>","source":"live_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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href=https://www.zhitongcaijing.com/content/detail/1312114.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周一，AI医疗公司Tempus AI披露最新融资计划：拟通过私募方式发行总额4亿美元的可转换优先票据，该批票据将于2030年7月15日到期，并采取每半年计息的付息方式。值得注意的是，除到期自然偿付外，这批票据还附带了提前转换、赎回或回购的条款设计。根据发行方案，具体利率水平、初始转股价格等核心条款将在最终定价环节确定。为保障发行灵活性，公司同步授予初始承销商为期13天的超额配售权，允许其按需追加...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1312114.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bf609d58a60818629b37d6bb4d60f1e0","relate_stocks":{"TEM":"Tempus AI"},"source_url":"https://www.zhitongcaijing.com/content/detail/1312114.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1192832012","content_text":"周一，AI医疗公司Tempus AI披露最新融资计划：拟通过私募方式发行总额4亿美元的可转换优先票据，该批票据将于2030年7月15日到期，并采取每半年计息的付息方式。值得注意的是，除到期自然偿付外，这批票据还附带了提前转换、赎回或回购的条款设计。根据发行方案，具体利率水平、初始转股价格等核心条款将在最终定价环节确定。为保障发行灵活性，公司同步授予初始承销商为期13天的超额配售权，允许其按需追加认购最多6000万美元的额外票据额度。对于募集资金用途，Tempus AI在公告中明确表示，本次发行净收益将主要用于三大方向：首要用途是全额偿清现存的2.747亿美元优先担保定期贷款本息;其次将覆盖相关封顶看涨期权交易的成本支出;剩余部分则纳入公司日常运营资金池。市场分析人士指出，该融资方案折射出企业优化资本结构的战略意图。通过可转债这一兼具债性和股性的融资工具，公司既可获取中长期发展资金，又为投资者保留了未来转股获取股权收益的可能性。而同步推进的债务置换操作，则有助于降低现有负债成本，提升财务健康度。不过投资者显然对股权稀释风险保持警惕，这直接反映在当日股价的承压走势中。","news_type":1,"symbols_score_info":{"TEM":1.1}},"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":438166134776360,"gmtCreate":1748009479598,"gmtModify":1748009481948,"author":{"id":"3695523313950","authorId":"3695523313950","name":"Samuel0514","avatar":"https://static.tigerbbs.com/07fe0fe20a8ebcbcf6f7e0818fd14bd6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3695523313950","authorIdStr":"3695523313950"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/SMCI 20250530 40.0 CALL\">$SMCI 20250530 40.0 CALL$ </a> 又亏了","listText":"<a href=\"https://laohu8.com/OPT/SMCI 20250530 40.0 CALL\">$SMCI 20250530 40.0 CALL$ </a> 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22:54","market":"us","language":"zh","title":"苹果探索在浏览器中加入AI搜索，考虑DeepSeek，已与微软达成合作","url":"https://stock-news.laohu8.com/highlight/detail?id=1133269297","media":"老虎资讯综合","summary":"浏览器中的搜索量在4月份首次出现下滑。","content":"<html><head></head><body><p>苹果公司高级副总裁Eddy Cue表示，<strong>苹果正在探索在浏览器中加入人工智能搜索功能。同时，Cue称“浏览器中的搜索量在4月份首次出现下滑”。</strong></p><p>Eddy Cue：<strong>苹果公司和微软已达成年度搜索合作协议。</strong>苹果无意开发自己的通用搜索引擎。</p><p>市场消息：苹果考虑了Anthropic、DeepSeek、Grok和Perplexity这几家人工智能公司。</p><p><strong>谷歌每年向苹果支付 200 亿美元，以便将其搜索引擎设为 Safari 浏览器的默认搜索选项。</strong></p><p>谷歌、谷歌A盘中“跳水”，截至发稿双双跌超8%。同时，百度跌超5%，苹果跌1.7%。微软涨0.15%。纳斯达克指数受累跌约0.3%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33bb8dfdaa4dc6891210f248516fb091\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e8f1844d12096fd4fdd3b08e6236c9c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img 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Cue表示，<strong>苹果正在探索在浏览器中加入人工智能搜索功能。同时，Cue称“浏览器中的搜索量在4月份首次出现下滑”。</strong></p><p>Eddy Cue：<strong>苹果公司和微软已达成年度搜索合作协议。</strong>苹果无意开发自己的通用搜索引擎。</p><p>市场消息：苹果考虑了Anthropic、DeepSeek、Grok和Perplexity这几家人工智能公司。</p><p><strong>谷歌每年向苹果支付 200 亿美元，以便将其搜索引擎设为 Safari 浏览器的默认搜索选项。</strong></p><p>谷歌、谷歌A盘中“跳水”，截至发稿双双跌超8%。同时，百度跌超5%，苹果跌1.7%。微软涨0.15%。纳斯达克指数受累跌约0.3%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33bb8dfdaa4dc6891210f248516fb091\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e8f1844d12096fd4fdd3b08e6236c9c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/20c26eea416a4f1f1c5f0194173c28d7\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28cdc781588a2049d61748baca1fe809\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75162f57785c7b66d0a721f439fad1b6\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0370329b43becf668d96db4eab36deef","relate_stocks":{"AAPL":"苹果","BIDU":"百度","GOOG":"谷歌"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133269297","content_text":"苹果公司高级副总裁Eddy Cue表示，苹果正在探索在浏览器中加入人工智能搜索功能。同时，Cue称“浏览器中的搜索量在4月份首次出现下滑”。Eddy Cue：苹果公司和微软已达成年度搜索合作协议。苹果无意开发自己的通用搜索引擎。市场消息：苹果考虑了Anthropic、DeepSeek、Grok和Perplexity这几家人工智能公司。谷歌每年向苹果支付 200 亿美元，以便将其搜索引擎设为 Safari 浏览器的默认搜索选项。谷歌、谷歌A盘中“跳水”，截至发稿双双跌超8%。同时，百度跌超5%，苹果跌1.7%。微软涨0.15%。纳斯达克指数受累跌约0.3%。","news_type":1,"symbols_score_info":{"AAPL":1.1,"BIDU":1.1,"GOOG":1.1}},"isVote":1,"tweetType":1,"viewCount":1276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430590253178936,"gmtCreate":1746146703380,"gmtModify":1746147517994,"author":{"id":"3695523313950","authorId":"3695523313950","name":"Samuel0514","avatar":"https://static.tigerbbs.com/07fe0fe20a8ebcbcf6f7e0818fd14bd6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3695523313950","authorIdStr":"3695523313950"},"themes":[],"htmlText":"最近的美股反弹，实际还是对衰退和通胀的修复，大家看到了一季度数据，消费稳健，而衰退也不过如此，更多是净出口大幅度增加的原因，所以市场能够持续性反弹。而通胀也没有想象中这么大，说实话，在需求没有恢复增长的时候，如何能出现通胀呢？对这个我保持疑问，而更高的价格只会压低消费而已，形成了进一步衰退，而这又会促使美联储降息，那么美股还有什么好担心的呢？","listText":"最近的美股反弹，实际还是对衰退和通胀的修复，大家看到了一季度数据，消费稳健，而衰退也不过如此，更多是净出口大幅度增加的原因，所以市场能够持续性反弹。而通胀也没有想象中这么大，说实话，在需求没有恢复增长的时候，如何能出现通胀呢？对这个我保持疑问，而更高的价格只会压低消费而已，形成了进一步衰退，而这又会促使美联储降息，那么美股还有什么好担心的呢？","text":"最近的美股反弹，实际还是对衰退和通胀的修复，大家看到了一季度数据，消费稳健，而衰退也不过如此，更多是净出口大幅度增加的原因，所以市场能够持续性反弹。而通胀也没有想象中这么大，说实话，在需求没有恢复增长的时候，如何能出现通胀呢？对这个我保持疑问，而更高的价格只会压低消费而已，形成了进一步衰退，而这又会促使美联储降息，那么美股还有什么好担心的呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430590253178936","isVote":1,"tweetType":1,"viewCount":953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":248533,"gmtCreate":1534953343035,"gmtModify":1704771077710,"author":{"id":"3695523313950","authorId":"3695523313950","name":"Samuel0514","avatar":"https://static.tigerbbs.com/07fe0fe20a8ebcbcf6f7e0818fd14bd6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3695523313950","authorIdStr":"3695523313950"},"themes":[],"htmlText":"$美图公司(01357)$ 真是难看啊，美拍竟然是起了个大早赶了个晚集，接下去看你美图秀秀月活能否稳住了","listText":"$美图公司(01357)$ 真是难看啊，美拍竟然是起了个大早赶了个晚集，接下去看你美图秀秀月活能否稳住了","text":"$美图公司(01357)$ 真是难看啊，美拍竟然是起了个大早赶了个晚集，接下去看你美图秀秀月活能否稳住了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/248533","isVote":1,"tweetType":1,"viewCount":1470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}
