雅牛 personal page - To The Moon

雅牛

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2023-02-23

$苹果(AAPL)$ [开心] [开心]

2022-07-15

$纳斯达克100 Covered Call ETF-Global X(QYLD)$😭😭

2023-02-17

$苹果(AAPL)$ [微笑] [微笑]

2021-09-18

$Orphazyme A/S(ORPH)$???

2024-11-20

$C3.ai, Inc.(AI)$

2022-04-20

😃

2022-03-21

👍

市场综述 | 王者“农、药”、龙头股十天大涨200%

2023-01-12

$谷歌A(GOOGL)$

2023-01-02

$苹果(AAPL)$ [笑哭] [笑哭]

2022-10-28

[微笑]

收购推特炒掉高管，马斯克掀起社交媒体改革巨浪

2022-10-28

[微笑]

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2022-10-20

[强] [强]

4 High-Yielding REITs Trading at 52-Week Lows: Should You Buy Them?

2022-10-11

[笑哭] [笑哭]

投资者的“绞肉机”！腾讯4万多亿市值灰飞烟灭

2022-01-02

🙃🙃

来自全球首富的预测：下一轮衰退最早2022年春就来

2024-03-29

$iShares Bitcoin Trust(IBIT)$

2024-03-26

$iShares Bitcoin Trust(IBIT)$

2023-03-13

[微笑] [微笑]

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2023-03-09

$宏利美国房地产投资信托(BTOU.SI)$

2023-03-07

$金种子酒(600199)$

2023-03-05

$Carvana Co.(CVNA)$

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[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952275765","repostId":"2302319000","repostType":2,"repost":{"id":"2302319000","kind":"highlight","pubTimestamp":1673440200,"share":"https://ttm.financial/m/news/2302319000?lang=&edition=fundamental","pubTime":"2023-01-11 20:30","market":"us","language":"en","title":"QYLD: What To Make Of This Massive 14% Yield","url":"https://stock-news.laohu8.com/highlight/detail?id=2302319000","media":"seekingalpha","summary":"Torsten AsmusArticle Thesis Global X Funds' Global X NASDAQ 100 Covered Call ETF (NASDAQ:QYLD) is a ","content":"<html><body><figure><picture> <img height=\"1024px\" loading=\"lazy\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1367511149/image_1367511149.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1367511149/image_1367511149.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1367511149/image_1367511149.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1367511149/image_1367511149.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1367511149/image_1367511149.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1367511149/image_1367511149.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1367511149/image_1367511149.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1367511149/image_1367511149.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1367511149/image_1367511149.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>Torsten Asmus</p></figcaption></figure><h2>Article Thesis</h2> <p><a href=\"https://laohu8.com/S/EFFE\">Global X</a> Funds' Global X NASDAQ 100 Covered Call ETF (<span>NASDAQ:QYLD</span>) is a specialized income-focused fund that currently offers a hefty 14% dividend yield based on the payments that it made over the last year. Before jumping on this<span> yield, investors should consider the downside of QYLD's strategy -- capped upside -- and the fact that declining equity market volatility could result in lower dividend payments in the future.</span></p> <h2>QYLD's Unique Strategy</h2> <p>Tech is generally seen as a high-growth industry. Not surprisingly, average valuations are high, and due to a focus on reinvesting for growth, many tech stocks offer low or no dividend yields. There are some outliers, but overall tech is not very welcoming for income investors.</p> <p>And yet, the Global X NASDAQ 100 Covered Call ETF is a high-yield vehicle despite its tech focus. That's possible thanks to a unique strategy. The fund has a goal of replicating the performance of the CBOE NASDAQ-100 BuyWrite V2 Index. This index shows the performance of a theoretical portfolio that owns the NASDAQ 100 companies and that sells covered calls on these companies. QYLD's performance is close to the performance of the CBOE NASDAQ-100 BuyWrite V2 Index, with its expense ratio making a small difference.</p> <p>The writing of covered calls allows QYLD (and the underlying index) to generate income via the option premiums that the seller (or writer) of the call option receives. Those option premiums vary over time and depend on a couple of factors, including (assumed) volatility. Generally, selling options with a short time span until expiry generates higher option premiums. QYLD (and the underlying index) use 1-month call options for this strategy, which results in hefty option premiums received over time -- which is why the dividend yield is this high, despite the fact that the tech stocks themselves oftentimes offer no dividend or only very small ones to their owners.</p> <p>Of course, every strategy has a downside, and that also holds true for QYLD. While selling covered calls generates additional income over time, this strategy also caps the upside of the investment. Let's look at an example:</p> <p>Let's say an investor owns 100 shares of Advanced Micro Devices (AMD), worth $6,700 at the time of writing. If the investor sells a call option with an expiry date of February 10, 2023, with a strike price of $70, the premium received would be around $3.50 per share or $350 in total. While that would make for a very nice cash-on-cash return, considering it's only a 1-month time frame, the upside of the investment would be capped. In case AMD was to rise to $75 or $80 over that time frame, for example, the investor would still only receive the $70 when shares get called away (which would happen in this scenario).</p> <p>QYLD's strategy of selling covered calls on tech names thus limits the upside potential on these tech shares -- when they rise too much or too fast, they get called away, and QYLD has to enter a position in the same stock at a higher price. On the other hand, QYLD continues to hold on to these tech names when share prices decline. In other words, QYLD's upside is limited, while its downside is not limited -- there thus is a downward bias when it comes to QYLD's net asset value, and thus also its price:</p> <figure><img height=\"366\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/1/10/saupload_63e45b3dd09ed2bdcc2962171c2f1ece.png\" width=\"635\"/><figcaption>Data by YCharts</figcaption></figure><p>Since QYLD started trading, its shares are down by more than one-third. Meanwhile, the NASDAQ 100 has experienced a massive 210% gain over the same time frame, even following the hefty pullback over the last year. At the beginning of the year, QQQ was ahead by around 350% , while QYLD was still down compared to when it started trading.</p> <p>Of course, QYLD's share price underperformance versus the broad tech market is partially offset by QYLD's much higher dividends. But even on a total return basis, where dividends are included, QYLD has underperformed QQQ substantially -- QYLD is up 67% since late 2013, while QQQ has offered a total return of 240% over the same time frame.</p> <p>We can summarize that while QYLD offers a very high dividend yield, that dividend yield comes at a real cost: Due to its unique strategy of selling short-dated covered calls, QYLD's upside is capped and its share price and NAV have a tendency to decline, even during times when the tech sector experiences steep share price gains. I do believe that it is unlikely that this will change meaningfully going forward -- it's a built-in mechanic of how selling short-term covered calls works. Investors should thus expect that QYLD will continue to underperform the tech industry massively on a share performance basis. Even further capital erosion seems likely, as there is a clear trend for that since QYLD began trading:</p> <figure contenteditable=\"false\"><picture> <span><img contenteditable=\"true\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/1/10/28873105-16733688653446438.png\"/></span> </picture><figcaption><p><span>Seeking Alpha</span></p></figcaption></figure><p>The above chart shows that the highs that QYLD hit shortly after it started trading were never hit again. At the same time, the above chart shows that QYLD offers very little protection during times when the tech industry pulls back, such as in 2022. QYLD experiences substantial drops during these times, but does not recover/rise when the tech industry performs well, which is an important issue that investors should consider before putting money into QYLD.</p> <h2>QYLD's Dividend: Massive Yield But Volatile</h2> <p>Based on the dividend payments that QYLD has made over the last year, the dividend yield is currently very high, at 14%. But investors should note that there is no guarantee that the forward dividend yield is this high as well. In fact, dividends have declined over time, both over the last year and since the ETF started trading:</p> <figure contenteditable=\"false\"><picture> <span><img contenteditable=\"true\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/1/10/28873105-16733699738129468.png\"/></span> </picture><figcaption><p><span>Seeking Alpha</span></p></figcaption></figure><p>While the regular monthly dividend was as high as $0.26 in 2014, dividends have pulled back over time. Over the last twelve months, QYLD has paid out $2.19 per share, which pencils out to $0.1825 per share per month.</p> <p>The most recent dividend declarations were even smaller, however, as QYLD paid out $0.16 per share per month for the last three payments. Annualized, that makes for $1.92 per share, which translates into a dividend yield of 12% at current prices. While that is still a very elevated dividend yield, the downward trend in dividend payments is not a positive sign. Dividend payments have declined, at least to some extent, due to principal erosion since the ETF started trading. Since QYLD's share price and net asset value have pulled back, an unchanged return on its net asset value results in declining profits, and thus also declining dividends.</p> <p>There are other variables at play on top of that, such as volatility in equity markets. Increased volatility results in higher option premiums, which is beneficial for QYLD's dividend, whereas declining volatility results in lower option premiums, all else equal, and thus causes lower dividends.</p> <p>Due to the aforementioned headwinds for QYLD's net asset value -- a capped upside and no downside cap -- it would not be too surprising if net asset value continues to decline in the long run, as it has done for many years. That could cause further dividend reductions -- not at a hefty pace, but it seems quite possible that per-share dividends will be lower five or ten years from now. QYLD thus is not a suitable dividend growth investment at all, I believe, although its dividend yield is still pretty high.</p> <h2>Is QYLD A Good Investment?</h2> <div></div> <p>A tech investment with a double-digit yield sounds great, but investors shouldn't rush into QYLD. The underperformance versus the uncapped QQQ is dramatic, and dividends have been trending down instead of up. While QYLD offers a compelling dividend yield and will likely do so for the foreseeable future, I do not deem it a great investment due to its sub-par total returns and principal erosion, even during the last decade -- which was great for tech stocks.</p></body></html>","source":"seekingalpha","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>QYLD: What To Make Of This Massive 14% Yield</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\">\nQYLD: What To Make Of This Massive 14% Yield\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-11 20:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4569081-qyld-what-to-make-of-this-massive-14-percent-yield><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Torsten AsmusArticle Thesis Global X Funds' Global X NASDAQ 100 Covered Call ETF (NASDAQ:QYLD) is a specialized income-focused fund that currently offers a hefty 14% dividend yield based on the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4569081-qyld-what-to-make-of-this-massive-14-percent-yield\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1367511149/image_1367511149.jpg","relate_stocks":{"QYLD":"纳斯达克100 Covered Call ETF-Global X"},"source_url":"https://seekingalpha.com/article/4569081-qyld-what-to-make-of-this-massive-14-percent-yield","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2302319000","content_text":"Torsten AsmusArticle Thesis Global X Funds' Global X NASDAQ 100 Covered Call ETF (NASDAQ:QYLD) is a specialized income-focused fund that currently offers a hefty 14% dividend yield based on the payments that it made over the last year. Before jumping on this yield, investors should consider the downside of QYLD's strategy -- capped upside -- and the fact that declining equity market volatility could result in lower dividend payments in the future. QYLD's Unique Strategy Tech is generally seen as a high-growth industry. Not surprisingly, average valuations are high, and due to a focus on reinvesting for growth, many tech stocks offer low or no dividend yields. There are some outliers, but overall tech is not very welcoming for income investors. And yet, the Global X NASDAQ 100 Covered Call ETF is a high-yield vehicle despite its tech focus. That's possible thanks to a unique strategy. The fund has a goal of replicating the performance of the CBOE NASDAQ-100 BuyWrite V2 Index. This index shows the performance of a theoretical portfolio that owns the NASDAQ 100 companies and that sells covered calls on these companies. QYLD's performance is close to the performance of the CBOE NASDAQ-100 BuyWrite V2 Index, with its expense ratio making a small difference. The writing of covered calls allows QYLD (and the underlying index) to generate income via the option premiums that the seller (or writer) of the call option receives. Those option premiums vary over time and depend on a couple of factors, including (assumed) volatility. Generally, selling options with a short time span until expiry generates higher option premiums. QYLD (and the underlying index) use 1-month call options for this strategy, which results in hefty option premiums received over time -- which is why the dividend yield is this high, despite the fact that the tech stocks themselves oftentimes offer no dividend or only very small ones to their owners. Of course, every strategy has a downside, and that also holds true for QYLD. While selling covered calls generates additional income over time, this strategy also caps the upside of the investment. Let's look at an example: Let's say an investor owns 100 shares of Advanced Micro Devices (AMD), worth $6,700 at the time of writing. If the investor sells a call option with an expiry date of February 10, 2023, with a strike price of $70, the premium received would be around $3.50 per share or $350 in total. While that would make for a very nice cash-on-cash return, considering it's only a 1-month time frame, the upside of the investment would be capped. In case AMD was to rise to $75 or $80 over that time frame, for example, the investor would still only receive the $70 when shares get called away (which would happen in this scenario). QYLD's strategy of selling covered calls on tech names thus limits the upside potential on these tech shares -- when they rise too much or too fast, they get called away, and QYLD has to enter a position in the same stock at a higher price. On the other hand, QYLD continues to hold on to these tech names when share prices decline. In other words, QYLD's upside is limited, while its downside is not limited -- there thus is a downward bias when it comes to QYLD's net asset value, and thus also its price: Data by YChartsSince QYLD started trading, its shares are down by more than one-third. Meanwhile, the NASDAQ 100 has experienced a massive 210% gain over the same time frame, even following the hefty pullback over the last year. At the beginning of the year, QQQ was ahead by around 350% , while QYLD was still down compared to when it started trading. Of course, QYLD's share price underperformance versus the broad tech market is partially offset by QYLD's much higher dividends. But even on a total return basis, where dividends are included, QYLD has underperformed QQQ substantially -- QYLD is up 67% since late 2013, while QQQ has offered a total return of 240% over the same time frame. We can summarize that while QYLD offers a very high dividend yield, that dividend yield comes at a real cost: Due to its unique strategy of selling short-dated covered calls, QYLD's upside is capped and its share price and NAV have a tendency to decline, even during times when the tech sector experiences steep share price gains. I do believe that it is unlikely that this will change meaningfully going forward -- it's a built-in mechanic of how selling short-term covered calls works. Investors should thus expect that QYLD will continue to underperform the tech industry massively on a share performance basis. Even further capital erosion seems likely, as there is a clear trend for that since QYLD began trading:   Seeking AlphaThe above chart shows that the highs that QYLD hit shortly after it started trading were never hit again. At the same time, the above chart shows that QYLD offers very little protection during times when the tech industry pulls back, such as in 2022. QYLD experiences substantial drops during these times, but does not recover/rise when the tech industry performs well, which is an important issue that investors should consider before putting money into QYLD. QYLD's Dividend: Massive Yield But Volatile Based on the dividend payments that QYLD has made over the last year, the dividend yield is currently very high, at 14%. But investors should note that there is no guarantee that the forward dividend yield is this high as well. In fact, dividends have declined over time, both over the last year and since the ETF started trading:   Seeking AlphaWhile the regular monthly dividend was as high as $0.26 in 2014, dividends have pulled back over time. Over the last twelve months, QYLD has paid out $2.19 per share, which pencils out to $0.1825 per share per month. The most recent dividend declarations were even smaller, however, as QYLD paid out $0.16 per share per month for the last three payments. Annualized, that makes for $1.92 per share, which translates into a dividend yield of 12% at current prices. While that is still a very elevated dividend yield, the downward trend in dividend payments is not a positive sign. Dividend payments have declined, at least to some extent, due to principal erosion since the ETF started trading. Since QYLD's share price and net asset value have pulled back, an unchanged return on its net asset value results in declining profits, and thus also declining dividends. There are other variables at play on top of that, such as volatility in equity markets. Increased volatility results in higher option premiums, which is beneficial for QYLD's dividend, whereas declining volatility results in lower option premiums, all else equal, and thus causes lower dividends. Due to the aforementioned headwinds for QYLD's net asset value -- a capped upside and no downside cap -- it would not be too surprising if net asset value continues to decline in the long run, as it has done for many years. That could cause further dividend reductions -- not at a hefty pace, but it seems quite possible that per-share dividends will be lower five or ten years from now. QYLD thus is not a suitable dividend growth investment at all, I believe, although its dividend yield is still pretty high. Is QYLD A Good Investment?  A tech investment with a double-digit yield sounds great, but investors shouldn't rush into QYLD. The underperformance versus the uncapped QQQ is dramatic, and dividends have been trending down instead of up. While QYLD offers a compelling dividend yield and will likely do so for the foreseeable future, I do not deem it a great investment due to its sub-par total returns and principal erosion, even during the last decade -- which was great for tech stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951635607,"gmtCreate":1673472763910,"gmtModify":1676538841438,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅牛","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567052570749059","authorIdStr":"3567052570749059"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$谷歌A(GOOGL)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$谷歌A(GOOGL)$ &nbsp;</a>","text":"$谷歌A(GOOGL)$","images":[{"img":"https://community-static.tradeup.com/news/0f22494101c92c5ab79742029e2f682f","width":"1080","height":"2706"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951635607","isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9927741842,"gmtCreate":1672599376587,"gmtModify":1676538709806,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅牛","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567052570749059","authorIdStr":"3567052570749059"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$ &nbsp;</a>[笑哭]&nbsp;[笑哭]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$ &nbsp;</a>[笑哭]&nbsp;[笑哭]&nbsp;","text":"$苹果(AAPL)$ [笑哭] [笑哭]","images":[{"img":"https://community-static.tradeup.com/news/6731ea24bedc9d849c5ae1cc27e56f90","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927741842","isVote":1,"tweetType":1,"viewCount":744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9925227255,"gmtCreate":1672042499478,"gmtModify":1676538626100,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅牛","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567052570749059","authorIdStr":"3567052570749059"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$新加坡航空公司(C6L.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$新加坡航空公司(C6L.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$新加坡航空公司(C6L.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925227255","isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923889694,"gmtCreate":1670823397118,"gmtModify":1676538441040,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅牛","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567052570749059","authorIdStr":"3567052570749059"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923889694","repostId":"2290627104","repostType":4,"repost":{"id":"2290627104","kind":"news","pubTimestamp":1670813706,"share":"https://ttm.financial/m/news/2290627104?lang=&edition=fundamental","pubTime":"2022-12-12 10:55","market":"us","language":"zh","title":"科技股辉煌不再！属于FAANG的时代或许真的结束了","url":"https://stock-news.laohu8.com/highlight/detail?id=2290627104","media":"智通财经","summary":"对于一些投资者而言，今年美股市场上少数几家高估值科技巨头的暴跌恐怕不仅仅是一次熊市，更是一个时代的终结。过去，FAANG——Facebook母公司Meta、亚马逊、苹果、奈飞和谷歌引领了向数字世界的转","content":"<html><head></head><body><p>对于一些投资者而言，今年美股市场上少数几家高估值科技巨头的暴跌恐怕不仅仅是一次熊市，更是一个时代的终结。</p><p>过去，FAANG——Facebook母公司Meta、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>引领了向数字世界的转变，并推动了股市持续13年的牛市行情。</p><p>但历史表明，一个时代的市场领军者几乎从未主导过下一个新的时代。并且，有早期迹象表明，这种转变已经在发生：奈飞和Meta的增长已经放缓或消失，同时，亚马逊、苹果和谷歌的庞大规模意味着它们已经不太可能在未来提供像过去那样的巨大回报。</p><p><img src=\"https://static.tigerbbs.com/5925fe90538a7160c9b64b9e85bc16c9\" tg-width=\"664\" tg-height=\"383\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Janus Henderson Investors投资组合经理Richard Clode表示：“我们认为FAANG不太可能引领下一个科技牛市周期。自FAANG这个首字母缩略词诞生以来，我们对这些股票的敞口处于最低水平。”</p><p><b>辉煌不再</b></p><p>尽管仍有部分投资者不愿相信FAANG时代的终结即将到来，但股价走势和市场的声音一步步证明了这些科技股辉煌不再已经是不争的事实。</p><p><img src=\"https://static.tigerbbs.com/1f7087ae78a6388df2812fb1c7514afe\" tg-width=\"668\" tg-height=\"374\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>2020年初爆发的新冠疫情冲击了整个股市，但眨眼之间，股市暴跌结束，指数随即大幅反弹。包括FAANG在内的大型科技股领涨市场，受封控措施影响的消费者加大了对这些科技公司的需求。</p><p>然而，随着社会重新开放，全球各地利率上调抑制风险偏好，投资者正重新评估科技股的长期潜力。</p><p>在过去，科技公司能提供的最大吸引力之一就是其超高的增长率。但如今，这种增长似乎已经变得平平无奇。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>策略师在11月的一份报告中写道，最常与大型科技股联系在一起的“卓越”增长率已经消失了，至少在今年是如此。该行策略师预计，2022年大型科技股的营收增长率为8%，低于标普500指数13%的预期增长。</p><p>高盛还指出，尽管预计明年和2024年科技公司的营收增长速度将高于标普500指数，但这一差距远小于过去十年的平均水平。</p><p>瑞银资产管理公司高级投资分析师兼投资组合经理Michael Nell表示：“(科技股已经)很难像以往那样以非常非常高的增长率实现巨额营收。虽然大型科技股截至目前为止的表现依然良好，但今后我们可能很难再看到它们必然会实现业绩增长。”</p><p>在最近的业绩中，这些观点就得到了印证。例如，今年10月，由于广告市场放缓，Meta第四季度销售预测低于分析师预期，该股股价在一天内下跌了四分之一。而在一天后，因为预计假日季度的增速将创下历史新低，亚马逊股价暴跌7%。</p><p>另外，其他明星科技股的走势也发人深省。<a href=\"https://laohu8.com/S/CSCO\">思科</a>和<a href=\"https://laohu8.com/S/INTC\">英特尔</a>是上世纪90年代末互联网热潮中的领军企业，但之后它们再也没有回到2000年达到的高点;纳斯达克100指数则是用了15年的时间才超过2000年的峰值水平。</p><p><img src=\"https://static.tigerbbs.com/11c0dd4926a5cff6d81d4dd471102352\" tg-width=\"663\" tg-height=\"377\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>虽然，市值达2.3万亿美元、全球第一大企业苹果在今年的熊市中依然表现不错，但也下跌了20%。该公司约1700亿美元的现金储备、有价证券以及对最新款iPhone的需求支撑了该股。</p><p>而FAANG的其他股票跌幅则更大，例如，今年迄今为止，谷歌累计下跌36%，Meta则暴跌66%。</p><p><b>痛苦远未结束</b></p><p>尽管不少科技股今年已录得较大跌幅，但该行业的痛苦似乎仍将在明年继续。根据汇编数据显示，分析师预计明年该行业利润将萎缩1.8%，相比之下，美国整体市场的预期增长率为2.7%。其中，FAANG在标普500指数中所占权重仍超过10%，因此未来几年表现欠佳可能将对整体市场构成重大拖累。</p><p><img src=\"https://static.tigerbbs.com/b1eaab905857e380820116319bc0632a\" tg-width=\"657\" tg-height=\"374\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>除此之外，面对不断上升的借贷成本和通货膨胀，投资者在愿意买入哪些股票方面也变得愈加苛刻。例如，像Meta对元宇宙这种对未经验证技术的大型投资，市场接受程度普遍较低。高盛针对仍处于亏损状态的企业编制的一篮子科技股今年已暴跌近60%。</p><p>Columbia Threadneedle Investments全球股票主管Neil Robson表示：“市场走势说明，投资者想要一些在短期内已经拥有盈利能力的股票，他们无法为企业的负自由现金流买单。更现实一点的说法就是：增长慢一点可以，但必须盈利。”</p><p>“两年前，我们可以随意向标有FAANG的‘飞镖板投掷飞镖’，并轻松赢得比赛，对吧?”Synovus Trust Co.高级投资组合经理Dan Morgan表示：“(那时候)，我们只是盲目地把钱投到一只只买FAANG的ETF中，对吧?但现在，这可能不会再奏效了。”</p></body></html>","source":"stock_zhitongcaijing","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>科技股辉煌不再！属于FAANG的时代或许真的结束了</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n科技股辉煌不再！属于FAANG的时代或许真的结束了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-12 10:55 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/845531.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>对于一些投资者而言，今年美股市场上少数几家高估值科技巨头的暴跌恐怕不仅仅是一次熊市，更是一个时代的终结。过去，FAANG——Facebook母公司Meta、亚马逊、苹果、奈飞和谷歌引领了向数字世界的转变，并推动了股市持续13年的牛市行情。但历史表明，一个时代的市场领军者几乎从未主导过下一个新的时代。并且，有早期迹象表明，这种转变已经在发生：奈飞和Meta的增长已经放缓或消失，同时，亚马逊、苹果和...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/845531.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/418c8e44b0e296045dbb80704fbfa531","relate_stocks":{"GOOGL":"谷歌A","NFLX":"奈飞","AAPL":"苹果"},"source_url":"http://www.zhitongcaijing.com/content/detail/845531.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290627104","content_text":"对于一些投资者而言，今年美股市场上少数几家高估值科技巨头的暴跌恐怕不仅仅是一次熊市，更是一个时代的终结。过去，FAANG——Facebook母公司Meta、亚马逊、苹果、奈飞和谷歌引领了向数字世界的转变，并推动了股市持续13年的牛市行情。但历史表明，一个时代的市场领军者几乎从未主导过下一个新的时代。并且，有早期迹象表明，这种转变已经在发生：奈飞和Meta的增长已经放缓或消失，同时，亚马逊、苹果和谷歌的庞大规模意味着它们已经不太可能在未来提供像过去那样的巨大回报。Janus Henderson Investors投资组合经理Richard Clode表示：“我们认为FAANG不太可能引领下一个科技牛市周期。自FAANG这个首字母缩略词诞生以来，我们对这些股票的敞口处于最低水平。”辉煌不再尽管仍有部分投资者不愿相信FAANG时代的终结即将到来，但股价走势和市场的声音一步步证明了这些科技股辉煌不再已经是不争的事实。2020年初爆发的新冠疫情冲击了整个股市，但眨眼之间，股市暴跌结束，指数随即大幅反弹。包括FAANG在内的大型科技股领涨市场，受封控措施影响的消费者加大了对这些科技公司的需求。然而，随着社会重新开放，全球各地利率上调抑制风险偏好，投资者正重新评估科技股的长期潜力。在过去，科技公司能提供的最大吸引力之一就是其超高的增长率。但如今，这种增长似乎已经变得平平无奇。高盛策略师在11月的一份报告中写道，最常与大型科技股联系在一起的“卓越”增长率已经消失了，至少在今年是如此。该行策略师预计，2022年大型科技股的营收增长率为8%，低于标普500指数13%的预期增长。高盛还指出，尽管预计明年和2024年科技公司的营收增长速度将高于标普500指数，但这一差距远小于过去十年的平均水平。瑞银资产管理公司高级投资分析师兼投资组合经理Michael Nell表示：“(科技股已经)很难像以往那样以非常非常高的增长率实现巨额营收。虽然大型科技股截至目前为止的表现依然良好，但今后我们可能很难再看到它们必然会实现业绩增长。”在最近的业绩中，这些观点就得到了印证。例如，今年10月，由于广告市场放缓，Meta第四季度销售预测低于分析师预期，该股股价在一天内下跌了四分之一。而在一天后，因为预计假日季度的增速将创下历史新低，亚马逊股价暴跌7%。另外，其他明星科技股的走势也发人深省。思科和英特尔是上世纪90年代末互联网热潮中的领军企业，但之后它们再也没有回到2000年达到的高点;纳斯达克100指数则是用了15年的时间才超过2000年的峰值水平。虽然，市值达2.3万亿美元、全球第一大企业苹果在今年的熊市中依然表现不错，但也下跌了20%。该公司约1700亿美元的现金储备、有价证券以及对最新款iPhone的需求支撑了该股。而FAANG的其他股票跌幅则更大，例如，今年迄今为止，谷歌累计下跌36%，Meta则暴跌66%。痛苦远未结束尽管不少科技股今年已录得较大跌幅，但该行业的痛苦似乎仍将在明年继续。根据汇编数据显示，分析师预计明年该行业利润将萎缩1.8%，相比之下，美国整体市场的预期增长率为2.7%。其中，FAANG在标普500指数中所占权重仍超过10%，因此未来几年表现欠佳可能将对整体市场构成重大拖累。除此之外，面对不断上升的借贷成本和通货膨胀，投资者在愿意买入哪些股票方面也变得愈加苛刻。例如，像Meta对元宇宙这种对未经验证技术的大型投资，市场接受程度普遍较低。高盛针对仍处于亏损状态的企业编制的一篮子科技股今年已暴跌近60%。Columbia Threadneedle Investments全球股票主管Neil Robson表示：“市场走势说明，投资者想要一些在短期内已经拥有盈利能力的股票，他们无法为企业的负自由现金流买单。更现实一点的说法就是：增长慢一点可以，但必须盈利。”“两年前，我们可以随意向标有FAANG的‘飞镖板投掷飞镖’，并轻松赢得比赛，对吧?”Synovus Trust Co.高级投资组合经理Dan Morgan表示：“(那时候)，我们只是盲目地把钱投到一只只买FAANG的ETF中，对吧?但现在，这可能不会再奏效了。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920262962,"gmtCreate":1670505751156,"gmtModify":1676538381747,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅牛","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567052570749059","authorIdStr":"3567052570749059"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920262962","repostId":"1147743665","repostType":4,"repost":{"id":"1147743665","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1670503376,"share":"https://ttm.financial/m/news/1147743665?lang=&edition=fundamental","pubTime":"2022-12-08 20:42","market":"us","language":"zh","title":"盘前 | 三大股指期货齐涨！特斯拉又遭分析师高度看空","url":"https://stock-news.laohu8.com/highlight/detail?id=1147743665","media":"老虎资讯综合","summary":"12月8日，美股三大股指期货小幅走高，截至发稿，道指期货涨0.18%，纳斯达克100指数期货涨0.24%，标普500指数期货涨0.25%。盘前行情热门中概股盘前大涨，RLX科技涨超7%，爱奇艺涨超6%","content":"<html><head></head><body><p>12月8日，美股三大股指期货小幅走高，截至发稿，道指期货涨0.18%，纳斯达克100指数期货涨0.24%，标普500指数期货涨0.25%。</p><p><img src=\"https://static.tigerbbs.com/55f0fca0843e38bc746432f8cae0beaa\" tg-width=\"395\" tg-height=\"195\" referrerpolicy=\"no-referrer\"/></p><p><b>盘前行情</b></p><p>热门中概股盘前大涨，<a href=\"https://laohu8.com/S/RLX\">RLX科技</a>涨超7%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨超6%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超5%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超4%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨超3%；</p><p><a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>盘前涨近10%，《三体》动画将于本周六11:00开播，首日两集连播。《三体》动画由艺画开天作为联合出品方负责制作，艺画开天文化传播有限公司由<a href=\"https://laohu8.com/S/00700\">腾讯</a>旗下子公司持股约29%，哔哩哔哩关联公司持股约30%；</p><p><a href=\"https://laohu8.com/S/MOMO\">挚文集团</a>盘前涨超16%，三季度净营收32.33亿元超预期，净利润5.358亿元；</p><p>中国相关ETF盘前走高，<a href=\"https://laohu8.com/S/CWEB\">两倍做多沪深中国互联网股票ETFETF-Direxion</a>涨超9%，<a href=\"https://laohu8.com/S/YINN\">三倍做多富时中国ETF-Direxion</a>涨超7%，<a href=\"https://laohu8.com/S/KWEB\">中国海外互联网ETF-KraneShares</a>涨超2%；</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前跌近2%，中国乘联会(CPCA)周四公布的最新数据显示，特斯拉11月的电动汽车零售销量环比下降12.85%。</p><p><a href=\"https://laohu8.com/NW/1147574044\" target=\"_blank\"><b>特斯拉存在需求问题？第四季度业绩恐远逊华尔街平均预期</b></a><b></b></p><p>Bernstein分析师周三下调特斯拉第四季度和全年业绩预测，水平远低于市场平均预期，Bernstein认为特斯拉似乎越来越存在需求问题。</p><p>Bernstein现在预计，特斯拉第四季度每股收益为1.17美元，营收为253亿美元，低于分析师平均预期的1.26美元和261亿美元。Bernstein预计，2023财年每股收益为4.96美元，营收为1110亿美元，亦低于市场普遍预期的5.59美元和1160亿美元。</p><p>Bernstein给予特斯拉跑输大市评级，目标价为150美元。</p><p><b>要闻速递</b></p><p><a href=\"https://laohu8.com/NW/1181805419\" target=\"_blank\">消息称马斯克指派朱晓彤管理得州奥斯汀超级工厂</a>；</p><p><a href=\"https://laohu8.com/NW/1185336929\" target=\"_blank\">B站《三体》动画12月10日开播，首日两集连播</a>；</p><p><a href=\"https://laohu8.com/NW/1197912048\" target=\"_blank\">挚文集团第三季度营收32.3亿元，同比下滑14%</a>；</p><p><a href=\"https://laohu8.com/NW/1178094547\" target=\"_blank\">乘联会：11月新能源乘用车批发销量达到72.8万辆，同比增长70.2%</a>；</p><p><a href=\"https://laohu8.com/NW/1148360921\" target=\"_blank\">广汽集团：11月汽车销量为190,305辆，同比下降15.09%</a>；</p><p><a href=\"https://laohu8.com/NW/1191502561\" target=\"_blank\">长城汽车：11月销量总计87,560辆，同比减少28.53%</a>；</p><p><a href=\"https://laohu8.com/NW/1113251335\" target=\"_blank\">小摩出售小鹏汽车441.2万股H股，持股比例降至6.86%</a>；</p><p><a href=\"https://laohu8.com/NW/1135337776\" target=\"_blank\">腾讯控股：12月8日回购112万股，共耗资约3.51亿港元</a>；</p><p><a href=\"https://laohu8.com/NW/2289841743\" target=\"_blank\">加密货币寒冬之际，Coinbase预计年收入减半</a>；</p><p><a href=\"https://laohu8.com/NW/1195051807\" target=\"_blank\">埃克森美孚将2024年的股票回购计划扩大至500亿美元</a>；</p><p><a href=\"https://laohu8.com/NW/1146871027\" target=\"_blank\">格力地产：拟购买免税集团100%股权，股票复牌</a>；</p><p><b>欧洲市场</b></p><p>欧洲主要股指全线下跌，截至发稿，德国DAX30指数跌0.24%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>跌0.04%，法国CAC40跌0.13%。</p><p><img src=\"https://static.tigerbbs.com/6b2109024b53b259affd4ef74a677e14\" tg-width=\"817\" tg-height=\"282\" width=\"100%\" height=\"auto\"/></p><p><b>原油</b></p><p>原油期货震荡拉升，截止发稿，WTI原油涨2.21%，报73.6美元/桶；布伦特原油涨1.22%，报78.11美元/桶。</p><p><img src=\"https://static.tigerbbs.com/8053bf7c10d9aee4a0c8b440c860432b\" tg-width=\"904\" tg-height=\"834\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/bf5552d1720db529c203e2b12ee579a6\" tg-width=\"904\" tg-height=\"837\" width=\"100%\" height=\"auto\"/></p><p><b>黄金</b></p><p>黄金期货微幅走高，截止发稿，涨0.01%，报1798.1美元/盎司。</p><p><img src=\"https://static.tigerbbs.com/53107819276accba7ab7d9f64d201aff\" tg-width=\"904\" tg-height=\"835\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘前 | 三大股指期货齐涨！特斯拉又遭分析师高度看空</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n盘前 | 三大股指期货齐涨！特斯拉又遭分析师高度看空\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-12-08 20:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月8日，美股三大股指期货小幅走高，截至发稿，道指期货涨0.18%，纳斯达克100指数期货涨0.24%，标普500指数期货涨0.25%。</p><p><img src=\"https://static.tigerbbs.com/55f0fca0843e38bc746432f8cae0beaa\" tg-width=\"395\" tg-height=\"195\" referrerpolicy=\"no-referrer\"/></p><p><b>盘前行情</b></p><p>热门中概股盘前大涨，<a href=\"https://laohu8.com/S/RLX\">RLX科技</a>涨超7%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨超6%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超5%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超4%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨超3%；</p><p><a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>盘前涨近10%，《三体》动画将于本周六11:00开播，首日两集连播。《三体》动画由艺画开天作为联合出品方负责制作，艺画开天文化传播有限公司由<a href=\"https://laohu8.com/S/00700\">腾讯</a>旗下子公司持股约29%，哔哩哔哩关联公司持股约30%；</p><p><a href=\"https://laohu8.com/S/MOMO\">挚文集团</a>盘前涨超16%，三季度净营收32.33亿元超预期，净利润5.358亿元；</p><p>中国相关ETF盘前走高，<a href=\"https://laohu8.com/S/CWEB\">两倍做多沪深中国互联网股票ETFETF-Direxion</a>涨超9%，<a href=\"https://laohu8.com/S/YINN\">三倍做多富时中国ETF-Direxion</a>涨超7%，<a href=\"https://laohu8.com/S/KWEB\">中国海外互联网ETF-KraneShares</a>涨超2%；</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前跌近2%，中国乘联会(CPCA)周四公布的最新数据显示，特斯拉11月的电动汽车零售销量环比下降12.85%。</p><p><a href=\"https://laohu8.com/NW/1147574044\" target=\"_blank\"><b>特斯拉存在需求问题？第四季度业绩恐远逊华尔街平均预期</b></a><b></b></p><p>Bernstein分析师周三下调特斯拉第四季度和全年业绩预测，水平远低于市场平均预期，Bernstein认为特斯拉似乎越来越存在需求问题。</p><p>Bernstein现在预计，特斯拉第四季度每股收益为1.17美元，营收为253亿美元，低于分析师平均预期的1.26美元和261亿美元。Bernstein预计，2023财年每股收益为4.96美元，营收为1110亿美元，亦低于市场普遍预期的5.59美元和1160亿美元。</p><p>Bernstein给予特斯拉跑输大市评级，目标价为150美元。</p><p><b>要闻速递</b></p><p><a href=\"https://laohu8.com/NW/1181805419\" target=\"_blank\">消息称马斯克指派朱晓彤管理得州奥斯汀超级工厂</a>；</p><p><a href=\"https://laohu8.com/NW/1185336929\" target=\"_blank\">B站《三体》动画12月10日开播，首日两集连播</a>；</p><p><a href=\"https://laohu8.com/NW/1197912048\" target=\"_blank\">挚文集团第三季度营收32.3亿元，同比下滑14%</a>；</p><p><a href=\"https://laohu8.com/NW/1178094547\" target=\"_blank\">乘联会：11月新能源乘用车批发销量达到72.8万辆，同比增长70.2%</a>；</p><p><a href=\"https://laohu8.com/NW/1148360921\" target=\"_blank\">广汽集团：11月汽车销量为190,305辆，同比下降15.09%</a>；</p><p><a href=\"https://laohu8.com/NW/1191502561\" target=\"_blank\">长城汽车：11月销量总计87,560辆，同比减少28.53%</a>；</p><p><a href=\"https://laohu8.com/NW/1113251335\" target=\"_blank\">小摩出售小鹏汽车441.2万股H股，持股比例降至6.86%</a>；</p><p><a href=\"https://laohu8.com/NW/1135337776\" target=\"_blank\">腾讯控股：12月8日回购112万股，共耗资约3.51亿港元</a>；</p><p><a href=\"https://laohu8.com/NW/2289841743\" target=\"_blank\">加密货币寒冬之际，Coinbase预计年收入减半</a>；</p><p><a href=\"https://laohu8.com/NW/1195051807\" target=\"_blank\">埃克森美孚将2024年的股票回购计划扩大至500亿美元</a>；</p><p><a href=\"https://laohu8.com/NW/1146871027\" target=\"_blank\">格力地产：拟购买免税集团100%股权，股票复牌</a>；</p><p><b>欧洲市场</b></p><p>欧洲主要股指全线下跌，截至发稿，德国DAX30指数跌0.24%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>跌0.04%，法国CAC40跌0.13%。</p><p><img src=\"https://static.tigerbbs.com/6b2109024b53b259affd4ef74a677e14\" tg-width=\"817\" tg-height=\"282\" width=\"100%\" height=\"auto\"/></p><p><b>原油</b></p><p>原油期货震荡拉升，截止发稿，WTI原油涨2.21%，报73.6美元/桶；布伦特原油涨1.22%，报78.11美元/桶。</p><p><img src=\"https://static.tigerbbs.com/8053bf7c10d9aee4a0c8b440c860432b\" tg-width=\"904\" tg-height=\"834\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/bf5552d1720db529c203e2b12ee579a6\" tg-width=\"904\" tg-height=\"837\" width=\"100%\" height=\"auto\"/></p><p><b>黄金</b></p><p>黄金期货微幅走高，截止发稿，涨0.01%，报1798.1美元/盎司。</p><p><img src=\"https://static.tigerbbs.com/53107819276accba7ab7d9f64d201aff\" tg-width=\"904\" tg-height=\"835\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{"LU0234572021.USD":"高盛美国核心股票组合Acc","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0823411888.USD":"法巴消费创新基金 Cap","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4551":"寇图资本持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","TSLA":"特斯拉","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4527":"明星科技股","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4555":"新能源车","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0056508442.USD":"贝莱德世界科技基金A2","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2063271972.USD":"富兰克林创新领域基金","BK4550":"红杉资本持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147743665","content_text":"12月8日，美股三大股指期货小幅走高，截至发稿，道指期货涨0.18%，纳斯达克100指数期货涨0.24%，标普500指数期货涨0.25%。盘前行情热门中概股盘前大涨，RLX科技涨超7%，爱奇艺涨超6%，理想汽车涨超5%，小鹏汽车涨超4%，阿里巴巴、拼多多、百度涨超3%；哔哩哔哩盘前涨近10%，《三体》动画将于本周六11:00开播，首日两集连播。《三体》动画由艺画开天作为联合出品方负责制作，艺画开天文化传播有限公司由腾讯旗下子公司持股约29%，哔哩哔哩关联公司持股约30%；挚文集团盘前涨超16%，三季度净营收32.33亿元超预期，净利润5.358亿元；中国相关ETF盘前走高，两倍做多沪深中国互联网股票ETFETF-Direxion涨超9%，三倍做多富时中国ETF-Direxion涨超7%，中国海外互联网ETF-KraneShares涨超2%；特斯拉盘前跌近2%，中国乘联会(CPCA)周四公布的最新数据显示，特斯拉11月的电动汽车零售销量环比下降12.85%。特斯拉存在需求问题？第四季度业绩恐远逊华尔街平均预期Bernstein分析师周三下调特斯拉第四季度和全年业绩预测，水平远低于市场平均预期，Bernstein认为特斯拉似乎越来越存在需求问题。Bernstein现在预计，特斯拉第四季度每股收益为1.17美元，营收为253亿美元，低于分析师平均预期的1.26美元和261亿美元。Bernstein预计，2023财年每股收益为4.96美元，营收为1110亿美元，亦低于市场普遍预期的5.59美元和1160亿美元。Bernstein给予特斯拉跑输大市评级，目标价为150美元。要闻速递消息称马斯克指派朱晓彤管理得州奥斯汀超级工厂；B站《三体》动画12月10日开播，首日两集连播；挚文集团第三季度营收32.3亿元，同比下滑14%；乘联会：11月新能源乘用车批发销量达到72.8万辆，同比增长70.2%；广汽集团：11月汽车销量为190,305辆，同比下降15.09%；长城汽车：11月销量总计87,560辆，同比减少28.53%；小摩出售小鹏汽车441.2万股H股，持股比例降至6.86%；腾讯控股：12月8日回购112万股，共耗资约3.51亿港元；加密货币寒冬之际，Coinbase预计年收入减半；埃克森美孚将2024年的股票回购计划扩大至500亿美元；格力地产：拟购买免税集团100%股权，股票复牌；欧洲市场欧洲主要股指全线下跌，截至发稿，德国DAX30指数跌0.24%，英国富时100跌0.04%，法国CAC40跌0.13%。原油原油期货震荡拉升，截止发稿，WTI原油涨2.21%，报73.6美元/桶；布伦特原油涨1.22%，报78.11美元/桶。黄金黄金期货微幅走高，截止发稿，涨0.01%，报1798.1美元/盎司。","news_type":1},"isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962407894,"gmtCreate":1669819267419,"gmtModify":1676538249825,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅牛","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567052570749059","authorIdStr":"3567052570749059"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962407894","isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982573568,"gmtCreate":1667222244655,"gmtModify":1676537879867,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅牛","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567052570749059","authorIdStr":"3567052570749059"},"themes":[],"htmlText":"[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982573568","isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982269127,"gmtCreate":1667187027469,"gmtModify":1676537873777,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅牛","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567052570749059","authorIdStr":"3567052570749059"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982269127","repostId":"1171428089","repostType":2,"repost":{"id":"1171428089","kind":"news","pubTimestamp":1666834905,"share":"https://ttm.financial/m/news/1171428089?lang=&edition=fundamental","pubTime":"2022-10-27 09:41","market":"sg","language":"en","title":"These 4 REITs are Plumbing New All-Time Lows: Is it Time to Buy Them?","url":"https://stock-news.laohu8.com/highlight/detail?id=1171428089","media":"The Smart Investor","summary":"REITs are a perfect investment vehicle for anyone who desires consistent dividends.With the requirem","content":"<html><head></head><body><p>REITs are a perfect investment vehicle for anyone who desires consistent dividends.</p><p>With the requirement to pay out at least 90% of their earnings as distributions, REITs deserve a place in any income-seeking investor’s portfolio.</p><p>However, of late, this asset class has come under pressure.</p><p>A combination of high inflation and surging interest rates has dampened REIT sentiment.</p><p>Investors are worried if REITs can sustain their distribution per unit (DPU) in light of these cost pressures.</p><p>As a result, many REITs have seen their share prices skidding to year-lows.</p><p>Here are four REITs whose share prices have hit new all-time lows.</p><p>Investors who remain confident in their prospects may consider adding them to their buy watchlists.</p><h3><a href=\"https://laohu8.com/S/BTOU.SI\">Manulife US REIT</a></h3><p>Manulife US REIT, or MUST, is a pure-play US office REIT with 12 freehold office properties in its portfolio spanning seven states in the US.</p><p>MUST’s total assets under management stood at US$2.2 billion as of 31 December 2021.</p><p>The REIT’s unit price has half its value year to date and hit an all-time low of US$0.31 recently.</p><p>Gross revenue for the first half of fiscal 2022 (1H2022) rose 10.6% year on year to US$100.4 million.</p><p>Net property income (NPI) inched up 2.8% year on year to US$57.6 million.</p><p>DPU, however, dipped by 3.3% year on year to US$0.0261.</p><p>MUST’s portfolio occupancy stood high at 90% as of 30 June 2022 but physical occupancy hovered at just 28% with many employees working from home.</p><p>The REIT’s gearing stood at 42.4% with 85.7% of its borrowings on fixed rates.</p><h3><a href=\"https://laohu8.com/S/ODBU.SI\">United Hampshire US REIT</a></h3><p>United Hampshire US REIT, or UHREIT, owns a total of 21 grocery and necessity-based properties along with two self-storage properties, all located in the US.</p><p>Total AUM stood at US$732.9 million as of 30 June 2022 (inclusive of an acquisition made on 28 July).</p><p>UHREIT saw its unit price skid to an all-time low of US$0.46 and is down 28.4% year to date.</p><p>For 1H2022, gross revenue increased 18.5% year on year to US$31.8 million.</p><p>NPI increased by 10.6% year on year to US$22.6 million but DPU fell 4.6% year on year to US$0.0291 due to top-ups and stipulated damages.</p><p>UHREIT maintained a high portfolio occupancy of 96.2% as of 30 June 2022 and had an aggregate leverage ratio of 38% with 80.5% of its debt on fixed rates.</p><h3><a href=\"https://laohu8.com/S/MXNU.SI\">Elite Commercial REIT</a></h3><p>Elite Commercial REIT owns 155 predominantly freehold commercial properties in the UK with an AUM of £517.7 million as of 30 June 2022.</p><p>The REIT saw its unit price slide to an all-time low of £0.46 recently and is down 28.4% year to date.</p><p>Revenue rose 17.7% year on year to £18.7 million with distributable income climbing 9.7% year on year to £12.2 million.</p><p>DPU, however, was down by 2.7% year on year to 2.56 pence.</p><p>The REIT’s gearing stood at 41.9% with 63% of its total loans on fixed rates.</p><p>There’s potential rental income upside come April 2023 with Elite going through a rent review with its tenants, many of which have their tenancy agreements indexed to the consumer price index with a minimum increase of 1% and a maximum of 5%.</p><h3><a href=\"https://laohu8.com/S/CWBU.SI\">Cromwell European REIT</a></h3><p>Cromwell European REIT, or CEREIT, has a portfolio of 110 industrial and office properties located in major cities in countries such as France, Finland, Denmark, Germany, and Poland.</p><p>The REIT’s AUM stood at €2.6 billion as of 30 June 2022.</p><p>CEREIT’s unit price has tumbled to an all-time low of €1.49 and is down 40.7% year to date.</p><p>The REIT reported a respectable set of earnings for 1H2022, with revenue up 8.5% year on year to €107.4 million and NPI improving by 4.7% year on year to €67.3 million.</p><p>DPU edged up 2.3% year on year to €0.08695.</p><p>Earlier this month, CEREIT announced the acquisition of a light industrial asset in Denmark and also completed the divestment of two logistics assets in Germany.</p><p>The REIT’s portfolio occupancy remained high at 95.4% as of 30 June 2022.</p><p>For 1H2022, a positive rent reversion of 2.9% was recorded.</p><p>CEREIT’s aggregate leverage stood at 38.6% with a low all-in interest rate of 1.72%.</p><p>Total gross debt is fully hedged and the interest coverage ratio stood at 6.7 times.</p></body></html>","source":"lsy1602567310727","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>These 4 REITs are Plumbing New All-Time Lows: Is it Time to Buy Them?</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{ 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{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\">\nThese 4 REITs are Plumbing New All-Time Lows: Is it Time to Buy Them?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-27 09:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/these-4-reits-are-plumbing-new-all-time-lows-is-it-time-to-buy-them/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>REITs are a perfect investment vehicle for anyone who desires consistent dividends.With the requirement to pay out at least 90% of their earnings as distributions, REITs deserve a place in any income-...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/these-4-reits-are-plumbing-new-all-time-lows-is-it-time-to-buy-them/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BTOU.SI":"宏利美国房地产投资信托","MXNU.SI":"EliteComREIT GBP","CWBU.SI":"Stoneweg Reit EUR","ODBU.SI":"UtdHampshReitUSD"},"source_url":"https://thesmartinvestor.com.sg/these-4-reits-are-plumbing-new-all-time-lows-is-it-time-to-buy-them/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171428089","content_text":"REITs are a perfect investment vehicle for anyone who desires consistent dividends.With the requirement to pay out at least 90% of their earnings as distributions, REITs deserve a place in any income-seeking investor’s portfolio.However, of late, this asset class has come under pressure.A combination of high inflation and surging interest rates has dampened REIT sentiment.Investors are worried if REITs can sustain their distribution per unit (DPU) in light of these cost pressures.As a result, many REITs have seen their share prices skidding to year-lows.Here are four REITs whose share prices have hit new all-time lows.Investors who remain confident in their prospects may consider adding them to their buy watchlists.Manulife US REITManulife US REIT, or MUST, is a pure-play US office REIT with 12 freehold office properties in its portfolio spanning seven states in the US.MUST’s total assets under management stood at US$2.2 billion as of 31 December 2021.The REIT’s unit price has half its value year to date and hit an all-time low of US$0.31 recently.Gross revenue for the first half of fiscal 2022 (1H2022) rose 10.6% year on year to US$100.4 million.Net property income (NPI) inched up 2.8% year on year to US$57.6 million.DPU, however, dipped by 3.3% year on year to US$0.0261.MUST’s portfolio occupancy stood high at 90% as of 30 June 2022 but physical occupancy hovered at just 28% with many employees working from home.The REIT’s gearing stood at 42.4% with 85.7% of its borrowings on fixed rates.United Hampshire US REITUnited Hampshire US REIT, or UHREIT, owns a total of 21 grocery and necessity-based properties along with two self-storage properties, all located in the US.Total AUM stood at US$732.9 million as of 30 June 2022 (inclusive of an acquisition made on 28 July).UHREIT saw its unit price skid to an all-time low of US$0.46 and is down 28.4% year to date.For 1H2022, gross revenue increased 18.5% year on year to US$31.8 million.NPI increased by 10.6% year on year to US$22.6 million but DPU fell 4.6% year on year to US$0.0291 due to top-ups and stipulated damages.UHREIT maintained a high portfolio occupancy of 96.2% as of 30 June 2022 and had an aggregate leverage ratio of 38% with 80.5% of its debt on fixed rates.Elite Commercial REITElite Commercial REIT owns 155 predominantly freehold commercial properties in the UK with an AUM of £517.7 million as of 30 June 2022.The REIT saw its unit price slide to an all-time low of £0.46 recently and is down 28.4% year to date.Revenue rose 17.7% year on year to £18.7 million with distributable income climbing 9.7% year on year to £12.2 million.DPU, however, was down by 2.7% year on year to 2.56 pence.The REIT’s gearing stood at 41.9% with 63% of its total loans on fixed rates.There’s potential rental income upside come April 2023 with Elite going through a rent review with its tenants, many of which have their tenancy agreements indexed to the consumer price index with a minimum increase of 1% and a maximum of 5%.Cromwell European REITCromwell European REIT, or CEREIT, has a portfolio of 110 industrial and office properties located in major cities in countries such as France, Finland, Denmark, Germany, and Poland.The REIT’s AUM stood at €2.6 billion as of 30 June 2022.CEREIT’s unit price has tumbled to an all-time low of €1.49 and is down 40.7% year to date.The REIT reported a respectable set of earnings for 1H2022, with revenue up 8.5% year on year to €107.4 million and NPI improving by 4.7% year on year to €67.3 million.DPU edged up 2.3% year on year to €0.08695.Earlier this month, CEREIT announced the acquisition of a light industrial asset in Denmark and also completed the divestment of two logistics assets in Germany.The REIT’s portfolio occupancy remained high at 95.4% as of 30 June 2022.For 1H2022, a positive rent reversion of 2.9% was recorded.CEREIT’s aggregate leverage stood at 38.6% with a low all-in interest rate of 1.72%.Total gross debt is fully hedged and the interest coverage ratio stood at 6.7 times.","news_type":1},"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986649990,"gmtCreate":1666950298210,"gmtModify":1676537837735,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅牛","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567052570749059","authorIdStr":"3567052570749059"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986649990","repostId":"1143404850","repostType":4,"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9957180343,"gmtCreate":1677083373283,"gmtModify":1677083377834,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅牛","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$ &nbsp;[开心]&nbsp;[开心]&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$ &nbsp;[开心]&nbsp;[开心]&nbsp;</a>","text":"$苹果(AAPL)$ [开心] [开心]","images":[{"img":"https://community-static.tradeup.com/news/0fae3c937a0c9b61b2d21617a1894a93","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9957180343","isVote":1,"tweetType":1,"viewCount":909,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4140117414288712","authorId":"4140117414288712","name":"Fadjri","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4140117414288712","idStr":"4140117414288712"},"content":"A leave my comment here , i am happy to meet inside Tiger trade online.congrats to all and everyone here.","text":"A leave my comment here , i am happy to meet inside Tiger trade online.congrats to all and everyone here.","html":"A leave my comment here , i am happy to meet inside Tiger trade online.congrats to all and everyone here."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9076171737,"gmtCreate":1657823895730,"gmtModify":1676536066540,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅牛","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/QYLD\">$纳斯达克100 Covered Call ETF-Global X(QYLD)$</a>😭😭","listText":"<a href=\"https://ttm.financial/S/QYLD\">$纳斯达克100 Covered Call ETF-Global X(QYLD)$</a>😭😭","text":"$纳斯达克100 Covered Call ETF-Global X(QYLD)$😭😭","images":[{"img":"https://community-static.tradeup.com/news/284c3faae6f8639b1cf66c369cc6ec12","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076171737","isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556362660126855","authorId":"3556362660126855","name":"新美股探","avatar":"https://static.tigerbbs.com/5cf8396ffc78dd71d3642ef334d33b60","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"3556362660126855","idStr":"3556362660126855"},"content":"Mine 1 more worse","text":"Mine 1 more worse","html":"Mine 1 more worse"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9954704938,"gmtCreate":1676605768425,"gmtModify":1676605770832,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅牛","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$ &nbsp;[微笑]&nbsp;[微笑]&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$ &nbsp;[微笑]&nbsp;[微笑]&nbsp;</a>","text":"$苹果(AAPL)$ [微笑] [微笑]","images":[{"img":"https://community-static.tradeup.com/news/0d7ec47e680ddbfd1ea91f82840d948b","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9954704938","isVote":1,"tweetType":1,"viewCount":977,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":884712328,"gmtCreate":1631933254764,"gmtModify":1676530672929,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅牛","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ORPH\">$Orphazyme A/S(ORPH)$</a>???","listText":"<a href=\"https://laohu8.com/S/ORPH\">$Orphazyme A/S(ORPH)$</a>???","text":"$Orphazyme A/S(ORPH)$???","images":[{"img":"https://static.tigerbbs.com/7093763ab2c1791f4a29852b91a47ec4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/884712328","isVote":1,"tweetType":1,"viewCount":613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":373055008731384,"gmtCreate":1732107263165,"gmtModify":1732107267603,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅牛","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AI\">$C3.ai, Inc.(AI)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AI\">$C3.ai, Inc.(AI)$ </a>&nbsp;","text":"$C3.ai, Inc.(AI)$","images":[{"img":"https://community-static.tradeup.com/news/03cb7f738d607cf1be19e205167f00b1","width":"858","height":"1877"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/373055008731384","isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010968","authorId":"10000000000010968","name":"Tiger_CashBoostAccount","avatar":"https://community-static.tradeup.com/news/ae2d4002ef9664aba005cb3020f416f5","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010968","idStr":"10000000000010968"},"content":"Your investment acumen is really showing. Keep leveraging your knowledge to find those hidden gems in the market. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies.🎉🤓 Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","text":"Your investment acumen is really showing. Keep leveraging your knowledge to find those hidden gems in the market. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies.🎉🤓 Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. 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Cash Boost Account Website."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9088774322,"gmtCreate":1650389358801,"gmtModify":1676534711892,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅牛","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"😃","listText":"😃","text":"😃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088774322","isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034633910,"gmtCreate":1647871589744,"gmtModify":1676534274108,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅牛","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034633910","repostId":"1125406046","repostType":4,"repost":{"id":"1125406046","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1647851293,"share":"https://ttm.financial/m/news/1125406046?lang=&edition=fundamental","pubTime":"2022-03-21 16:28","market":"sh","language":"zh","title":"市场综述 | 王者“农、药”、龙头股十天大涨200%","url":"https://stock-news.laohu8.com/highlight/detail?id=1125406046","media":"老虎资讯综合","summary":"港股高开低走，恒生指数收盘下跌191.06点，跌幅0.89%，报21221.34点。","content":"<html><head></head><body><p><b>港股</b></p><p>3月21日（周一），港股高开低走，恒生指数收盘下跌191.06点，跌幅0.89%，报21221.34点；国企指数收盘下跌121.94点，跌幅1.66%，报7244.48点；红筹指数收盘下跌39.56点，跌幅1.0%，报3906.61点。</p><p><img src=\"https://static.tigerbbs.com/4c31fa74d8a9d78694907ec66e00dc7d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>恒生科技指数跌1.53%，热门科网股跌多涨少。<a href=\"https://laohu8.com/S/03690\">美团-W</a>、<a href=\"https://laohu8.com/S/01024\">快手-W</a>跌超6%，<a href=\"https://laohu8.com/S/09888\">百度集团-SW</a>跌5.89%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>跌2.26%；<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>涨0.76%，<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-SW</a>涨2.42%。</p><p>香港本地股走强。<a href=\"https://laohu8.com/S/06811\">太兴集团</a>、<a href=\"https://laohu8.com/S/00341\">大家乐集团</a>涨超6%，<a href=\"https://laohu8.com/S/00052\">大快活集团</a>涨超3%。香港特区行政长官林郑月娥今日上午在抗击疫情记者会上宣布：香港暂缓全民强制检测；4月1日取消英美等9国的禁飞令，入境人员最快7日完成酒店隔离检疫；4月19日起香港小学及幼儿园恢复面授课等多项措施。</p><p>餐饮概念股集体走低，<a href=\"https://laohu8.com/S/06862\">海底捞</a>跌8%，<a href=\"https://laohu8.com/S/09922\">九毛九</a>、<a href=\"https://laohu8.com/S/02150\">奈雪的茶</a>跌超5%。</p><p><a href=\"https://laohu8.com/S/09866\">蔚来-SW</a>涨6.67%，3月21日，蔚来方面表示，“价格稳定对用户利益对市场都有好处，短期我们没有涨价的打算。目前国际原材料价格包括芯片供需情况，让整个供应链成本较之前发生了很大的变化。我们也会根据客观环境变化灵活决策。”</p><p><a href=\"https://laohu8.com/S/02196\">复星医药</a>港股涨21.66%，A股涨停。消息面上，复星医药公告，近日收到国家药品监督管理局关于同意其获许可引进的SVN53-67/M57-KLH肽疫苗（即SurVaxM）联合替莫唑胺辅助治疗初诊的胶质母细胞瘤开展临床试验的批准。</p><p><a href=\"https://laohu8.com/S/00670\">中国东方航空股份</a>跌6.46%，据央视网报道，一架东航搭载133人的<a href=\"https://laohu8.com/S/BA\">波音</a>737客机在广西梧州藤县发生事故，并引发山火。目前救援队伍已经集结正在靠近，伤亡情况未明。</p><p><img src=\"https://static.tigerbbs.com/234014724b5874ec6a7c5ca32819a9f8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>A股</b></p><p>3月21日，A股指数连续第四个交易日上涨，截至收盘，沪指涨0.08%报3253点，深成指涨0.41%，创业板指涨0.46%。两市超3200只个股上涨，136只个股涨停。资金方面，两市半日成交额破万亿，较上日放量269亿元，北向资金净卖出84.18亿元。</p><p><img src=\"https://static.tigerbbs.com/df279fef3a45f0649f261c2f277236ad\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>行业板块多数上涨，农业股表现突出，细分种业概念暴涨，水产品、鸡肉、猪肉概念亦大涨。<a href=\"https://laohu8.com/S/300972\">万辰生物</a>涨停，<a href=\"https://laohu8.com/S/300970\">华绿生物</a>涨超14%，<a href=\"https://laohu8.com/S/600598\">北大荒</a>、<a href=\"https://laohu8.com/S/600359\">新农开发</a>、<a href=\"https://laohu8.com/S/600371\">万向德农</a>涨停。</p><p>新冠治疗板块掀涨停潮。<a href=\"https://laohu8.com/S/301201\">诚达药业</a>涨超14%，<a href=\"https://laohu8.com/S/688687\">凯因科技</a>涨超11%，<a href=\"https://laohu8.com/S/300026\">红日药业</a>涨超10%。<a href=\"https://laohu8.com/S/002317\">众生药业</a>、<a href=\"https://laohu8.com/S/002566\">益盛药业</a>、中国医药、复星医药、<a href=\"https://laohu8.com/S/603963\">大理药业</a>、金达威涨停。<b>其中<a href=\"https://laohu8.com/S/600056\">中国医药</a>最近十是个交易日累计涨幅超200%。</b>中国医药此前发布公告称，公司与辉瑞公司签订协议，将在协议期内(2022年度)负责辉瑞公司新冠病毒治疗药物PAXLOVID在中国大陆市场的商业运营。该产品纳入第九版诊疗方案，但暂未进入国家医保。</p><p><img src=\"https://static.tigerbbs.com/748a1ed88d270c03b56edc42367ce65a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>两部门印发十四五建筑节能与绿色建筑发展规划，绿色建筑概念股全天强劲，<a href=\"https://laohu8.com/S/603126\">中材节能</a>等10股涨停。</p><p>此外，煤炭、旅游股普涨，预制菜、换电、乡村振兴、医美等概念活跃。</p><p>大金融板块跌幅居前。其中证券板块跌幅明显。<a href=\"https://laohu8.com/S/600155\">华创阳安</a>跌逾6%，<a href=\"https://laohu8.com/S/002670\">国盛金控</a>跌逾4%，<a href=\"https://laohu8.com/S/601456\">国联证券</a>、<a href=\"https://laohu8.com/S/600621\">华鑫股份</a>、<a href=\"https://laohu8.com/S/300059\">东方财富</a>跌逾3%。银行板块中，<a href=\"https://laohu8.com/S/600926\">杭州银行</a>、<a href=\"https://laohu8.com/S/600036\">招商银行</a>等跌近3%。</p><p><b>美股</b></p><p>美股三大指数期货在盘前时段集体走低。本周，美联储主席鲍威尔将进行两场讲话。欧元区和英国将公布PMI数据。</p><p><img src=\"https://static.tigerbbs.com/eb42879490342ead6cba223bad85c2b3\" tg-width=\"641\" tg-height=\"236\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>盘前跌超6%，小鹏今日起全面涨价，涨幅最高超3万。</p><p><a href=\"https://laohu8.com/S/BA\">波音</a>盘前跌超3%。东方航空一架搭载133人的波音737客机在广西梧州藤县发生事故，并引发山火。目前救援队伍已经集结正在靠近，伤亡情况未明。</p><p><b>欧洲股市</b></p><p>欧洲主要股市涨跌不一。欧元区和英国将发布3月份PMI数据，有望反映乌克兰战争对经济的影响程度。</p><p><img src=\"https://static.tigerbbs.com/d48946dc585ec79eeff636f8fb7f52d7\" tg-width=\"682\" tg-height=\"208\" referrerpolicy=\"no-referrer\"/></p><p><b>大宗商品</b></p><p>国际油价大涨。WTI原油期货价格涨超4%，布伦特原油期货价格涨超3.9%。俄乌冲突几无缓和迹象，欧盟考虑禁运俄罗斯石油，同时，中东产油区也出现动荡迹象。</p><p><img src=\"https://static.tigerbbs.com/6d4e62228ab984df43357b10cb720a62\" tg-width=\"799\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p><p>国际金价小幅下跌。美联储官员鹰派讲话给美元提供支撑，而且美国股市录得2020年末来单周最大涨幅，这令金价承压。</p><p><img src=\"https://static.tigerbbs.com/644a3d25de28adb463fc102908080863\" tg-width=\"1383\" tg-height=\"919\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>市场综述 | 王者“农、药”、龙头股十天大涨200%</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; 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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市场综述 | 王者“农、药”、龙头股十天大涨200%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-03-21 16:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>港股</b></p><p>3月21日（周一），港股高开低走，恒生指数收盘下跌191.06点，跌幅0.89%，报21221.34点；国企指数收盘下跌121.94点，跌幅1.66%，报7244.48点；红筹指数收盘下跌39.56点，跌幅1.0%，报3906.61点。</p><p><img src=\"https://static.tigerbbs.com/4c31fa74d8a9d78694907ec66e00dc7d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>恒生科技指数跌1.53%，热门科网股跌多涨少。<a href=\"https://laohu8.com/S/03690\">美团-W</a>、<a href=\"https://laohu8.com/S/01024\">快手-W</a>跌超6%，<a href=\"https://laohu8.com/S/09888\">百度集团-SW</a>跌5.89%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>跌2.26%；<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>涨0.76%，<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-SW</a>涨2.42%。</p><p>香港本地股走强。<a href=\"https://laohu8.com/S/06811\">太兴集团</a>、<a href=\"https://laohu8.com/S/00341\">大家乐集团</a>涨超6%，<a href=\"https://laohu8.com/S/00052\">大快活集团</a>涨超3%。香港特区行政长官林郑月娥今日上午在抗击疫情记者会上宣布：香港暂缓全民强制检测；4月1日取消英美等9国的禁飞令，入境人员最快7日完成酒店隔离检疫；4月19日起香港小学及幼儿园恢复面授课等多项措施。</p><p>餐饮概念股集体走低，<a href=\"https://laohu8.com/S/06862\">海底捞</a>跌8%，<a href=\"https://laohu8.com/S/09922\">九毛九</a>、<a href=\"https://laohu8.com/S/02150\">奈雪的茶</a>跌超5%。</p><p><a href=\"https://laohu8.com/S/09866\">蔚来-SW</a>涨6.67%，3月21日，蔚来方面表示，“价格稳定对用户利益对市场都有好处，短期我们没有涨价的打算。目前国际原材料价格包括芯片供需情况，让整个供应链成本较之前发生了很大的变化。我们也会根据客观环境变化灵活决策。”</p><p><a href=\"https://laohu8.com/S/02196\">复星医药</a>港股涨21.66%，A股涨停。消息面上，复星医药公告，近日收到国家药品监督管理局关于同意其获许可引进的SVN53-67/M57-KLH肽疫苗（即SurVaxM）联合替莫唑胺辅助治疗初诊的胶质母细胞瘤开展临床试验的批准。</p><p><a href=\"https://laohu8.com/S/00670\">中国东方航空股份</a>跌6.46%，据央视网报道，一架东航搭载133人的<a href=\"https://laohu8.com/S/BA\">波音</a>737客机在广西梧州藤县发生事故，并引发山火。目前救援队伍已经集结正在靠近，伤亡情况未明。</p><p><img src=\"https://static.tigerbbs.com/234014724b5874ec6a7c5ca32819a9f8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>A股</b></p><p>3月21日，A股指数连续第四个交易日上涨，截至收盘，沪指涨0.08%报3253点，深成指涨0.41%，创业板指涨0.46%。两市超3200只个股上涨，136只个股涨停。资金方面，两市半日成交额破万亿，较上日放量269亿元，北向资金净卖出84.18亿元。</p><p><img src=\"https://static.tigerbbs.com/df279fef3a45f0649f261c2f277236ad\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>行业板块多数上涨，农业股表现突出，细分种业概念暴涨，水产品、鸡肉、猪肉概念亦大涨。<a href=\"https://laohu8.com/S/300972\">万辰生物</a>涨停，<a href=\"https://laohu8.com/S/300970\">华绿生物</a>涨超14%，<a href=\"https://laohu8.com/S/600598\">北大荒</a>、<a href=\"https://laohu8.com/S/600359\">新农开发</a>、<a href=\"https://laohu8.com/S/600371\">万向德农</a>涨停。</p><p>新冠治疗板块掀涨停潮。<a href=\"https://laohu8.com/S/301201\">诚达药业</a>涨超14%，<a href=\"https://laohu8.com/S/688687\">凯因科技</a>涨超11%，<a href=\"https://laohu8.com/S/300026\">红日药业</a>涨超10%。<a href=\"https://laohu8.com/S/002317\">众生药业</a>、<a href=\"https://laohu8.com/S/002566\">益盛药业</a>、中国医药、复星医药、<a href=\"https://laohu8.com/S/603963\">大理药业</a>、金达威涨停。<b>其中<a href=\"https://laohu8.com/S/600056\">中国医药</a>最近十是个交易日累计涨幅超200%。</b>中国医药此前发布公告称，公司与辉瑞公司签订协议，将在协议期内(2022年度)负责辉瑞公司新冠病毒治疗药物PAXLOVID在中国大陆市场的商业运营。该产品纳入第九版诊疗方案，但暂未进入国家医保。</p><p><img src=\"https://static.tigerbbs.com/748a1ed88d270c03b56edc42367ce65a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>两部门印发十四五建筑节能与绿色建筑发展规划，绿色建筑概念股全天强劲，<a href=\"https://laohu8.com/S/603126\">中材节能</a>等10股涨停。</p><p>此外，煤炭、旅游股普涨，预制菜、换电、乡村振兴、医美等概念活跃。</p><p>大金融板块跌幅居前。其中证券板块跌幅明显。<a href=\"https://laohu8.com/S/600155\">华创阳安</a>跌逾6%，<a href=\"https://laohu8.com/S/002670\">国盛金控</a>跌逾4%，<a href=\"https://laohu8.com/S/601456\">国联证券</a>、<a href=\"https://laohu8.com/S/600621\">华鑫股份</a>、<a href=\"https://laohu8.com/S/300059\">东方财富</a>跌逾3%。银行板块中，<a href=\"https://laohu8.com/S/600926\">杭州银行</a>、<a href=\"https://laohu8.com/S/600036\">招商银行</a>等跌近3%。</p><p><b>美股</b></p><p>美股三大指数期货在盘前时段集体走低。本周，美联储主席鲍威尔将进行两场讲话。欧元区和英国将公布PMI数据。</p><p><img src=\"https://static.tigerbbs.com/eb42879490342ead6cba223bad85c2b3\" tg-width=\"641\" tg-height=\"236\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>盘前跌超6%，小鹏今日起全面涨价，涨幅最高超3万。</p><p><a href=\"https://laohu8.com/S/BA\">波音</a>盘前跌超3%。东方航空一架搭载133人的波音737客机在广西梧州藤县发生事故，并引发山火。目前救援队伍已经集结正在靠近，伤亡情况未明。</p><p><b>欧洲股市</b></p><p>欧洲主要股市涨跌不一。欧元区和英国将发布3月份PMI数据，有望反映乌克兰战争对经济的影响程度。</p><p><img src=\"https://static.tigerbbs.com/d48946dc585ec79eeff636f8fb7f52d7\" tg-width=\"682\" tg-height=\"208\" referrerpolicy=\"no-referrer\"/></p><p><b>大宗商品</b></p><p>国际油价大涨。WTI原油期货价格涨超4%，布伦特原油期货价格涨超3.9%。俄乌冲突几无缓和迹象，欧盟考虑禁运俄罗斯石油，同时，中东产油区也出现动荡迹象。</p><p><img src=\"https://static.tigerbbs.com/6d4e62228ab984df43357b10cb720a62\" tg-width=\"799\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p><p>国际金价小幅下跌。美联储官员鹰派讲话给美元提供支撑，而且美国股市录得2020年末来单周最大涨幅，这令金价承压。</p><p><img src=\"https://static.tigerbbs.com/644a3d25de28adb463fc102908080863\" tg-width=\"1383\" tg-height=\"919\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"HSI":"恒生指数","000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125406046","content_text":"港股3月21日（周一），港股高开低走，恒生指数收盘下跌191.06点，跌幅0.89%，报21221.34点；国企指数收盘下跌121.94点，跌幅1.66%，报7244.48点；红筹指数收盘下跌39.56点，跌幅1.0%，报3906.61点。恒生科技指数跌1.53%，热门科网股跌多涨少。美团-W、快手-W跌超6%，百度集团-SW跌5.89%，腾讯跌2.26%；阿里巴巴-SW涨0.76%，哔哩哔哩-SW涨2.42%。香港本地股走强。太兴集团、大家乐集团涨超6%，大快活集团涨超3%。香港特区行政长官林郑月娥今日上午在抗击疫情记者会上宣布：香港暂缓全民强制检测；4月1日取消英美等9国的禁飞令，入境人员最快7日完成酒店隔离检疫；4月19日起香港小学及幼儿园恢复面授课等多项措施。餐饮概念股集体走低，海底捞跌8%，九毛九、奈雪的茶跌超5%。蔚来-SW涨6.67%，3月21日，蔚来方面表示，“价格稳定对用户利益对市场都有好处，短期我们没有涨价的打算。目前国际原材料价格包括芯片供需情况，让整个供应链成本较之前发生了很大的变化。我们也会根据客观环境变化灵活决策。”复星医药港股涨21.66%，A股涨停。消息面上，复星医药公告，近日收到国家药品监督管理局关于同意其获许可引进的SVN53-67/M57-KLH肽疫苗（即SurVaxM）联合替莫唑胺辅助治疗初诊的胶质母细胞瘤开展临床试验的批准。中国东方航空股份跌6.46%，据央视网报道，一架东航搭载133人的波音737客机在广西梧州藤县发生事故，并引发山火。目前救援队伍已经集结正在靠近，伤亡情况未明。A股3月21日，A股指数连续第四个交易日上涨，截至收盘，沪指涨0.08%报3253点，深成指涨0.41%，创业板指涨0.46%。两市超3200只个股上涨，136只个股涨停。资金方面，两市半日成交额破万亿，较上日放量269亿元，北向资金净卖出84.18亿元。行业板块多数上涨，农业股表现突出，细分种业概念暴涨，水产品、鸡肉、猪肉概念亦大涨。万辰生物涨停，华绿生物涨超14%，北大荒、新农开发、万向德农涨停。新冠治疗板块掀涨停潮。诚达药业涨超14%，凯因科技涨超11%，红日药业涨超10%。众生药业、益盛药业、中国医药、复星医药、大理药业、金达威涨停。其中中国医药最近十是个交易日累计涨幅超200%。中国医药此前发布公告称，公司与辉瑞公司签订协议，将在协议期内(2022年度)负责辉瑞公司新冠病毒治疗药物PAXLOVID在中国大陆市场的商业运营。该产品纳入第九版诊疗方案，但暂未进入国家医保。两部门印发十四五建筑节能与绿色建筑发展规划，绿色建筑概念股全天强劲，中材节能等10股涨停。此外，煤炭、旅游股普涨，预制菜、换电、乡村振兴、医美等概念活跃。大金融板块跌幅居前。其中证券板块跌幅明显。华创阳安跌逾6%，国盛金控跌逾4%，国联证券、华鑫股份、东方财富跌逾3%。银行板块中，杭州银行、招商银行等跌近3%。美股美股三大指数期货在盘前时段集体走低。本周，美联储主席鲍威尔将进行两场讲话。欧元区和英国将公布PMI数据。小鹏汽车盘前跌超6%，小鹏今日起全面涨价，涨幅最高超3万。波音盘前跌超3%。东方航空一架搭载133人的波音737客机在广西梧州藤县发生事故，并引发山火。目前救援队伍已经集结正在靠近，伤亡情况未明。欧洲股市欧洲主要股市涨跌不一。欧元区和英国将发布3月份PMI数据，有望反映乌克兰战争对经济的影响程度。大宗商品国际油价大涨。WTI原油期货价格涨超4%，布伦特原油期货价格涨超3.9%。俄乌冲突几无缓和迹象，欧盟考虑禁运俄罗斯石油，同时，中东产油区也出现动荡迹象。国际金价小幅下跌。美联储官员鹰派讲话给美元提供支撑，而且美国股市录得2020年末来单周最大涨幅，这令金价承压。","news_type":1},"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951635607,"gmtCreate":1673472763910,"gmtModify":1676538841438,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅牛","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$谷歌A(GOOGL)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$谷歌A(GOOGL)$ &nbsp;</a>","text":"$谷歌A(GOOGL)$","images":[{"img":"https://community-static.tradeup.com/news/0f22494101c92c5ab79742029e2f682f","width":"1080","height":"2706"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951635607","isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9927741842,"gmtCreate":1672599376587,"gmtModify":1676538709806,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅牛","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$ &nbsp;</a>[笑哭]&nbsp;[笑哭]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$ &nbsp;</a>[笑哭]&nbsp;[笑哭]&nbsp;","text":"$苹果(AAPL)$ [笑哭] [笑哭]","images":[{"img":"https://community-static.tradeup.com/news/6731ea24bedc9d849c5ae1cc27e56f90","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927741842","isVote":1,"tweetType":1,"viewCount":744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9986649990,"gmtCreate":1666950298210,"gmtModify":1676537837735,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅牛","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986649990","repostId":"1143404850","repostType":4,"repost":{"id":"1143404850","kind":"news","pubTimestamp":1666946786,"share":"https://ttm.financial/m/news/1143404850?lang=&edition=fundamental","pubTime":"2022-10-28 16:46","market":"us","language":"zh","title":"收购推特炒掉高管，马斯克掀起社交媒体改革巨浪","url":"https://stock-news.laohu8.com/highlight/detail?id=1143404850","media":"第一财经","summary":"马斯克可能要在新的办公室里“大显身手”。","content":"<div>\n<p>作者：钱童心经历了一波三折后，特斯拉CEO马斯克440亿美元收购Twitter（推特）的闹剧本周终于尘埃落定，这位全球首富周四将其在该社交平台上的介绍改成了“Chief Twit”，推特主管。推特的公司标志是一只小鸟，马斯克在推文中写道：“这只鸟终于被释放。”暗示他将在这一社交媒体上发布更多不受限制的内容。根据一个网上的视频，马斯克周三捧着一个陶瓷的水槽走入推特办公室，他发表的一份推文中写道：“让...</p>\n\n<a href=\"https://www.yicai.com/news/101576817.html\">Web Link</a>\n\n</div>\n","source":"dyvj","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>收购推特炒掉高管，马斯克掀起社交媒体改革巨浪</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n收购推特炒掉高管，马斯克掀起社交媒体改革巨浪\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-28 16:46 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.yicai.com/news/101576817.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：钱童心经历了一波三折后，特斯拉CEO马斯克440亿美元收购Twitter（推特）的闹剧本周终于尘埃落定，这位全球首富周四将其在该社交平台上的介绍改成了“Chief Twit”，推特主管。推特的公司标志是一只小鸟，马斯克在推文中写道：“这只鸟终于被释放。”暗示他将在这一社交媒体上发布更多不受限制的内容。根据一个网上的视频，马斯克周三捧着一个陶瓷的水槽走入推特办公室，他发表的一份推文中写道：“让...</p>\n\n<a href=\"https://www.yicai.com/news/101576817.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/7a75bc32b9b7db705ce2b539e75397d8","relate_stocks":{"TWTR":"Twitter","TSLA":"特斯拉"},"source_url":"https://www.yicai.com/news/101576817.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143404850","content_text":"作者：钱童心经历了一波三折后，特斯拉CEO马斯克440亿美元收购Twitter（推特）的闹剧本周终于尘埃落定，这位全球首富周四将其在该社交平台上的介绍改成了“Chief Twit”，推特主管。推特的公司标志是一只小鸟，马斯克在推文中写道：“这只鸟终于被释放。”暗示他将在这一社交媒体上发布更多不受限制的内容。根据一个网上的视频，马斯克周三捧着一个陶瓷的水槽走入推特办公室，他发表的一份推文中写道：“让它一起沉下去。”他没有对此解释更多，但已经引发了网友热议，有网友认为马斯克可能要在新的办公室里“大显身手”。这笔交易将马斯克对社交媒体巨头的掌控推向高潮。今年4月，马斯克将推特的持股提升至9.2%，成为该公司最大的股东，他随后加入了推特的董事会。马斯克收购推特的消息推动该公司今年股价上涨近25%。在完成推特收购之后，马斯克预计将会把该公司的首席执行官Parag Agrawal以及首席财务官Ned Segal、法律事务和政策主管Vijaya Gadde一起炒掉。马斯克指责这些推特的高管推动了社交媒体平台上的虚假账户数量，并误导了他和推特的投资者。马斯克还发表了一篇长文，试图平息推特员工对即将进行大规模裁员的担忧，并向广告商保证，过去对推特内容审核规则的批评不会损害该平台对于广告主的吸引力。此前有传闻称，马斯克计划在未来几个月内将推特的7500名员工人数减少到2000多人。他还承诺将清理平台上的虚假账户，并使平台推荐给用户内容的算法更加公开透明。马斯克曾表示，需要在用户群体中建立更多的信任，做到这一点的方法是将算法开源，从而做到开放透明。马斯克没有系统性地展示他将会如何构建推特的未来，不过在本月早些时候的一条推文中，马斯克称，他希望在收购推特之后，将开发一款名为“X”的超级应用。“购买Twitter是创建X的加速器，这是一个超级App（everything app）。”他写道。“X”本质上将成为一个像微信一样的“一站式商店”，用户可以在这个App上实现几乎所有的日常生活消费功能。不过马斯克要改变推特仍然面临重要的挑战，尤其是在推特重度用户占比下降的背景下。重度用户是指每周登录6-7天，并发3-4次推文的用户。根据最新的内部文件，重度推特用户目前在每月总用户中的占比不到10%，但这些用户产生多达90%的内容，并贡献了全球约一半的收入。根据推特今年第二季度财报，月活用户数量为2.38亿。最新的研究还发现，过去两年中，说英语的重度推特用户的兴趣点发生了变化，这些用户对新闻、体育和娱乐的兴趣正在减弱，这可能会降低该平台对广告商的吸引力。与此同时，推特说英语的重度用户对加密货币的兴趣有所下降，去年年底，加密货币价格创下历史新高，随后出现了暴跌。在马斯克宣布推特收购消息之前，狗币（Dogecoin）大涨近35%。推特重度用户对于卡戴珊等名人的感兴趣程度也遭到毁灭性的打击，娱乐明星在推特上已经难以成为吸引用户的流量法宝。这一趋势可能受到TikTok和Instagram等竞争对手崛起的影响，因为越来越多的明星可能转移到其他热门平台，从而分散了流量。目前仍不确定马斯克是否会尝试成为该公司的CEO，自推特联合创始人杰克·多尔西（Jack Dorsey）去年突然辞职后，该公司一直缺乏有力的核心领导人物。而考虑到马斯克已经是包括特斯拉、SpaceX和Neuralink三家公司的CEO，他是否还有精力投入一家社交媒体也受到质疑。特斯拉的投资人对于马斯克收购推特尤为敏感，他们担心马斯克可能会通过抛售特斯拉更多股票来完成推特收购。今年以来，特斯拉股价已经下跌超过36%。但马斯克在今年的财报发布会上表示：“特斯拉的市值长期来看一定会超过苹果和沙特阿美的总和。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986658479,"gmtCreate":1666949038591,"gmtModify":1676537837468,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅牛","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986658479","repostId":"2278076566","repostType":4,"isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983816589,"gmtCreate":1666216598642,"gmtModify":1676537722345,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅牛","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"[强]&nbsp;[强]&nbsp;","listText":"[强]&nbsp;[强]&nbsp;","text":"[强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983816589","repostId":"1198733791","repostType":2,"repost":{"id":"1198733791","kind":"news","pubTimestamp":1663810548,"share":"https://ttm.financial/m/news/1198733791?lang=&edition=fundamental","pubTime":"2022-09-22 09:35","market":"sg","language":"en","title":"4 High-Yielding REITs Trading at 52-Week Lows: Should You Buy Them?","url":"https://stock-news.laohu8.com/highlight/detail?id=1198733791","media":"The Smart Investor","summary":"REITs are perfect for an investor who is looking for a steady stream of passive income.Their ability","content":"<html><head></head><body><p>REITs are perfect for an investor who is looking for a steady stream of passive income.</p><p>Their ability to pay out consistent dividends makes them suitable for investors seeking an additional source of income.</p><p>In recent months, persistently high inflation has led to the US Federal Reserve hiking interest rates at a pace not seen in decades.</p><p>The higher interest rate environment has dampened demand for REITs, causing many to fall to their 52-week lows.</p><p>Their distribution yields have also increased as their unit prices decline.</p><p>You should carefully study each REIT’s attributes to ensure you are not walking into a value trap.</p><p>Here are four high-yielding REITs trading at a year low that you may want to add to your buy watchlist.</p><h2><a href=\"https://laohu8.com/S/UD1U.SI\">iREIT Global</a></h2><p>iREIT Global invests in office, retail and industrial properties in Europe, and its portfolio comprises a total of 37 properties.</p><p>The REIT’s portfolio consists of five freehold office properties in Germany, five in Spain and 27 freehold retail properties in France.</p><p>iREIT Global’s unit price has fallen 21.5% in the last year, touching close to its 52-week low of S$0.50.</p><p>For the REIT’s fiscal 2022’s first half (1H2022), it reported a 27.2% year on year jump in gross revenue to €30.1 million.</p><p>Net property income (NPI) rose 26.4% year on year to €24.4 million.</p><p>Distribution per unit (DPU) after retention came up to €0.0141, dipping slightly below the €0.0143 paid out a year ago.</p><p>iREIT Global’s units provide a forward distribution yield of 7.3%.</p><p>The REIT’s aggregate leverage stood at 30.8% as of 30 June 2022 with a low cost of borrowings of 1.8%, allowing it sufficient debt headroom for acquisitions.</p><h2><a href=\"https://laohu8.com/S/ODBU.SI\">United Hampshire US REIT</a></h2><p>United Hampshire US REIT, or UHREIT, invests in a portfolio of grocery-anchored and necessity-based properties in the US.</p><p>Its portfolio comprises 21 grocery and necessity properties as well as two self-storage properties.</p><p>UHREIT’s unit price has tumbled 13.2% in the past year and is hovering close to its 52-week low of US$0.58.</p><p>For 1H2022, the REIT reported an 18.5% year on year rise in gross revenue to US$31.8 million and a 10.6% year on year increase in NPI to US$22.6 million.</p><p>DPU, however, fell by 4.6% year on year to US$0.0291.</p><p>Adjusted DPU, which excludes the effects of top-ups and stipulated damages, increased by 13.4% year on year to US$0.0288.</p><p>Annualised 1H2022 DPU stands at US$0.0582, giving UHREIT’s units a forward distribution yield of 9.9%.</p><p>UHREIT had just concluded the divestment of two self-storage properties at a 17.7% premium over their purchase price, and also made its third yield-accretive acquisition of Upland Square to boost its portfolio size to US$732.9 million.</p><h2><a href=\"https://laohu8.com/S/MXNU.SI\">Elite Commercial REIT</a></h2><p>Elite Commercial REIT owns a portfolio of 155 predominantly freehold buildings across the UK that are primarily occupied by the Department for Work and Pensions (DWP), the UK’s largest public service department.</p><p>Elite’s unit price has declined from £0.67 to a 52-week low of £0.56, a drop of 16.4%.</p><p>1H2022 saw revenue rise 17.7% year on year to £18.7 million due to contributions from Elite’s maiden acquisition of 58 properties in March last year.</p><p>DPU, however, dipped by 2.7% year on year to £0.0256.</p><p>Units of the commercial REIT offer a prospective distribution yield of 9.1%.</p><p>All leases for the properties within the portfolio are on a triple-net basis, and the bulk of the properties have a built-in inflation-linked rent uplift clause.</p><p>Elite’s borrowing cost remained low at 2.3% with 63% of its debt on fixed rates. The gearing level, however, was fairly high at 41.9%.</p><h2><a href=\"https://laohu8.com/S/BTOU.SI\">Manulife US REIT</a></h2><p>Manulife US REIT, or MUST, is a US office REIT that owns a portfolio of 12 freehold office properties across seven US states worth US$2.2 billion as of 31 December 2021.</p><p>MUST’s unit price has fallen by 31% from US$0.71 a year ago to a 52-week low of US$0.48.</p><p>Gross revenue for 1H2022 rose 10.6% year on year to US$100.4 million while NPI inched up 2.8% year on year to US$57.6 million.</p><p>DPU, however, saw a 3.3% year on year decline to US$0.0261.</p><p>MUST’s units provide a forward distribution yield of 10.9% based on the annualised DPU of US$0.0522.</p><p>The REIT’s gearing stood at 42.4% as of 30 June 2022 with an average interest rate of 2.97%.</p><p>Close to 86% of the REIT’s borrowings are on fixed rates, thus acting as a mitigating factor against any potential increase in interest rates.</p><p>Around two-thirds of MUST’s portfolio have annual rental escalations of 2.7%, with another 27.8% enjoying periodic escalations.</p></body></html>","source":"lsy1602567310727","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>4 High-Yielding REITs Trading at 52-Week Lows: Should You Buy Them?</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\">\n4 High-Yielding REITs Trading at 52-Week Lows: Should You Buy Them?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-22 09:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/4-high-yielding-reits-trading-at-52-week-lows-should-you-buy-them/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>REITs are perfect for an investor who is looking for a steady stream of passive income.Their ability to pay out consistent dividends makes them suitable for investors seeking an additional source of ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/4-high-yielding-reits-trading-at-52-week-lows-should-you-buy-them/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UD1U.SI":"IREIT全球","MXNU.SI":"EliteComREIT GBP","BTOU.SI":"宏利美国房地产投资信托","ODBU.SI":"UtdHampshReitUSD"},"source_url":"https://thesmartinvestor.com.sg/4-high-yielding-reits-trading-at-52-week-lows-should-you-buy-them/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198733791","content_text":"REITs are perfect for an investor who is looking for a steady stream of passive income.Their ability to pay out consistent dividends makes them suitable for investors seeking an additional source of income.In recent months, persistently high inflation has led to the US Federal Reserve hiking interest rates at a pace not seen in decades.The higher interest rate environment has dampened demand for REITs, causing many to fall to their 52-week lows.Their distribution yields have also increased as their unit prices decline.You should carefully study each REIT’s attributes to ensure you are not walking into a value trap.Here are four high-yielding REITs trading at a year low that you may want to add to your buy watchlist.iREIT GlobaliREIT Global invests in office, retail and industrial properties in Europe, and its portfolio comprises a total of 37 properties.The REIT’s portfolio consists of five freehold office properties in Germany, five in Spain and 27 freehold retail properties in France.iREIT Global’s unit price has fallen 21.5% in the last year, touching close to its 52-week low of S$0.50.For the REIT’s fiscal 2022’s first half (1H2022), it reported a 27.2% year on year jump in gross revenue to €30.1 million.Net property income (NPI) rose 26.4% year on year to €24.4 million.Distribution per unit (DPU) after retention came up to €0.0141, dipping slightly below the €0.0143 paid out a year ago.iREIT Global’s units provide a forward distribution yield of 7.3%.The REIT’s aggregate leverage stood at 30.8% as of 30 June 2022 with a low cost of borrowings of 1.8%, allowing it sufficient debt headroom for acquisitions.United Hampshire US REITUnited Hampshire US REIT, or UHREIT, invests in a portfolio of grocery-anchored and necessity-based properties in the US.Its portfolio comprises 21 grocery and necessity properties as well as two self-storage properties.UHREIT’s unit price has tumbled 13.2% in the past year and is hovering close to its 52-week low of US$0.58.For 1H2022, the REIT reported an 18.5% year on year rise in gross revenue to US$31.8 million and a 10.6% year on year increase in NPI to US$22.6 million.DPU, however, fell by 4.6% year on year to US$0.0291.Adjusted DPU, which excludes the effects of top-ups and stipulated damages, increased by 13.4% year on year to US$0.0288.Annualised 1H2022 DPU stands at US$0.0582, giving UHREIT’s units a forward distribution yield of 9.9%.UHREIT had just concluded the divestment of two self-storage properties at a 17.7% premium over their purchase price, and also made its third yield-accretive acquisition of Upland Square to boost its portfolio size to US$732.9 million.Elite Commercial REITElite Commercial REIT owns a portfolio of 155 predominantly freehold buildings across the UK that are primarily occupied by the Department for Work and Pensions (DWP), the UK’s largest public service department.Elite’s unit price has declined from £0.67 to a 52-week low of £0.56, a drop of 16.4%.1H2022 saw revenue rise 17.7% year on year to £18.7 million due to contributions from Elite’s maiden acquisition of 58 properties in March last year.DPU, however, dipped by 2.7% year on year to £0.0256.Units of the commercial REIT offer a prospective distribution yield of 9.1%.All leases for the properties within the portfolio are on a triple-net basis, and the bulk of the properties have a built-in inflation-linked rent uplift clause.Elite’s borrowing cost remained low at 2.3% with 63% of its debt on fixed rates. The gearing level, however, was fairly high at 41.9%.Manulife US REITManulife US REIT, or MUST, is a US office REIT that owns a portfolio of 12 freehold office properties across seven US states worth US$2.2 billion as of 31 December 2021.MUST’s unit price has fallen by 31% from US$0.71 a year ago to a 52-week low of US$0.48.Gross revenue for 1H2022 rose 10.6% year on year to US$100.4 million while NPI inched up 2.8% year on year to US$57.6 million.DPU, however, saw a 3.3% year on year decline to US$0.0261.MUST’s units provide a forward distribution yield of 10.9% based on the annualised DPU of US$0.0522.The REIT’s gearing stood at 42.4% as of 30 June 2022 with an average interest rate of 2.97%.Close to 86% of the REIT’s borrowings are on fixed rates, thus acting as a mitigating factor against any potential increase in interest rates.Around two-thirds of MUST’s portfolio have annual rental escalations of 2.7%, with another 27.8% enjoying periodic escalations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917891072,"gmtCreate":1665463731296,"gmtModify":1676537611250,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅牛","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"[笑哭]&nbsp;[笑哭]&nbsp;","listText":"[笑哭]&nbsp;[笑哭]&nbsp;","text":"[笑哭] [笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917891072","repostId":"1136051660","repostType":4,"repost":{"id":"1136051660","kind":"news","pubTimestamp":1665394906,"share":"https://ttm.financial/m/news/1136051660?lang=&edition=fundamental","pubTime":"2022-10-10 17:41","market":"hk","language":"zh","title":"投资者的“绞肉机”！腾讯4万多亿市值灰飞烟灭","url":"https://stock-news.laohu8.com/highlight/detail?id=1136051660","media":"巨潮WAVE","summary":"孱弱不堪的港股下跌不断，恒生指数已经接近1997年高点的位置，创11年以来新低。恒生科技指数更是连续刷新成立以来最低纪录。即便是港交所几千家上市公司的“定海神针”，腾讯在这场浩劫中也无法独善其身。股价","content":"<html><head></head><body><p>孱弱不堪的港股下跌不断，恒生指数已经接近1997年高点的位置，创11年以来新低。恒生科技指数更是连续刷新成立以来最低纪录。</p><p>即便是港交所几千家上市公司的“定海神针”，腾讯在这场浩劫中也无法独善其身。股价自去年2月份的历史高点重挫近64%，4万多亿港元市值灰飞烟灭。</p><p><b>蒸发掉的市值接近两个茅台，或者4个<a href=\"https://laohu8.com/S/300750\">宁德时代</a>的资本价值，这也是腾讯历史上最大幅度的调整。</b></p><p>下跌途中，一大批腾讯的“信仰派”投资者纷纷抄底加仓，但无一例外都被套牢，其中也包括了投资大佬段永平。</p><p><img src=\"https://static.tigerbbs.com/bf2dbd70769ae60fd0b94783ba0849a1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>段永平在下跌过程不断抄底腾讯</p><p>需要指出的是，腾讯股价下跌，既有港股流动性问题、互联网监管趋严的监管因素，也有大股东减持的外因，同样也存在自身业绩增长乏力的内因，是<b>综合性因素导致的结果。</b></p><p>这家巨无霸企业被史无前例的肃杀氛围所笼罩，以至于成了投资者的“绞肉机”。</p><p><b>01、历史上最大跌幅</b></p><blockquote>历史上腾讯股价大幅下跌的情况比较少见。</blockquote><p>发展至今的腾讯，称得上是整个中文互联网的基座——微信已经像水一样渗入社会生活的方方面面。这给腾讯带来了规模巨大的业务收入和投资回报。</p><p>依托于全球18亿用户，以及每年不断增长的财务数据，腾讯历史上的每次危机和股价大跌，最终都会触底反弹并创新高。</p><p>经过梳理可以发现，<b>腾讯自上市以来出现30%以上的大幅下跌的情况很少见。</b>这一轮之前，在2008年金融危机前后出现过两次，2011年出现过一次，2018年出现过一次。</p><p>金融危机之后，腾讯股价在2010年1月突破了176.5港元，市值跃升至2500亿港元，一举超越<a href=\"https://laohu8.com/S/YHOO\">雅虎</a>，成为继谷歌、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>之后的全球第三大互联网公司。</p><p><img src=\"https://static.tigerbbs.com/a31f5fae552ffdc1d5bfc419ff76fa84\" tg-width=\"1080\" tg-height=\"644\" referrerpolicy=\"no-referrer\"/></p><p>过去多年马化腾长期占据中国首富位置</p><p>彼时的腾讯依靠用户规模优势四处掠地，遭到了外界的敌对情绪。该年7月，著名的“3Q大战”正式打响。外部舆论压力，再加上游戏业务短暂寒冬，以及2011年QQ用户的首次下滑，让腾讯股价在2010年和2011年间出现大幅下跌。</p><p>危机过后，腾讯决定采取开放和分享战略，腾讯另一张王牌——微信也正式诞生，开放生态+全新产品掀起了腾讯股价波澜壮阔的上涨行情。从2011年底到2021年的历史最高点，股价上涨了20倍以上。</p><p>在此期间，腾讯股价仅2018年出现了较大幅度的调整。当时下跌的核心原因是中国互联网用户的增长见顶，以及游戏版号的停发。</p><p><b>而如今的这次下跌，叠加了更多方面的不利因素，是腾讯此前从未有过的、历史性的大暴跌。其市盈率已经被打到了仅有12倍，基本和A股燃气水务板块相当。</b></p><p>巨大的想象空间、高成长性、强盈利能力，原本是资本市场给予互联网巨头高估值的三大强逻辑。这些全都建立在用户数量的增加和使用时长的增长基础之上。</p><p>过去三年，腾讯系用户时长没有出现明显变化。但从占比来看变化明显，腾讯系和短视频平台之间此消彼长。</p><p><img src=\"https://static.tigerbbs.com/4052054bb5bdf806cb6c6310b7739018\" tg-width=\"1080\" tg-height=\"765\" referrerpolicy=\"no-referrer\"/></p><p>流量遭到蚕食，加上疫情影响，腾讯二季度广告收入186亿，同比下降18.42%。</p><p>游戏则遭受双向钳制，供给侧版号收缩，消费端则是未成年人保护政策，腾讯游戏业务二季度实现收入425亿元，同比也下滑了1%。但<b>在版号长期断供的背景下，这样的表现已经相当难得。</b></p><p>三大业务增长乏力，今年上半年，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>收入2695.05亿元，同比下滑1%；净利润420.32亿元，同比重挫53%。其中支撑腾讯增长增量的金融科技及企业服务业务，二季度斩获收入422亿元，同比仅增长1%，环比还下降了10%。</p><p><b>剔除投资等因素，腾讯经调整后净利润为536.84亿元，同比下滑20%。</b>基本面变差，再加上一系列利空消息空前密集爆发，这也就不难理解，腾讯股价为何萎靡不振，大幅度下跌。</p><p><b>02、风雨飘摇的“半条命”</b></p><blockquote>资本市场的剧烈波动对腾讯的影响巨大。</blockquote><p>2015年时马化腾曾表态，“腾讯现在只有半条命，另外半条命都交给了合作伙伴。”</p><p><b>而如今伙伴遍天下、投资了几乎整个互联网的腾讯，其持有的股权价值既是万亿美金市值的保障，也是盈利的重要源泉。</b>2021年，腾讯投资收益高达715亿元，足见腾讯投资业务的举足轻重。</p><p>刘炽平担纲的腾讯投资部，2008年来不断跑马圈地，在互联网黄金时代赚的盆满钵满。更重要的是，腾讯以资本为纽带，打造了“开放+链接”的“鹅系”商业生态，并成功建造了腾讯“第二商业帝国”。</p><p><img src=\"https://static.tigerbbs.com/0bfef2949b09a7615a6b1396d4d2b2bb\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/></p><p>低调的刘炽平负责腾讯投资业务</p><p><b>去年6月末，腾讯持有的上市公司股权公允价值一度攀升至1.45万亿元的顶峰，几乎相当于黑龙江省2021年的GDP。</b></p><p>腾讯投资规模“富可敌省”，<b>但硬币的另一面，也相当于将自己的“半条命”交给了资本市场，尤其是港股和美股资本市场。</b>今年上半年，受资本市场波动影响，腾讯投资组合回报只有18.1亿元，同比大降94%，导致其归母净利润大幅下滑。</p><p>腾讯市值中包含了许多被投企业的股权价值，这是腾讯和其他互联网企业最大的不同。腾讯系阵营中，持股市值规模最大的美团、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、Sea Limited、快手的股价，过去一段时间均呈现断崖式下跌。</p><p>截至6月底，腾讯持有上市公司公允价值为6019.2亿元，去年末为9828.35亿元，蒸发了3809亿元。</p><p>联营上市公司公允价值为4700亿，2021年末公允价值为6347亿，下降了26%。</p><p>2021年开始，腾讯主动收缩战线，储备粮草。相继减持京东、Sea Limited、<a href=\"https://laohu8.com/S/002251\">步步高</a>、<a href=\"https://laohu8.com/S/600398\">海澜之家</a>、<a href=\"https://laohu8.com/S/01797\">新东方在线</a>、<a href=\"https://laohu8.com/S/300027\">华谊兄弟</a>等公司股票，除了用京东股份来分红外，其余总计套现超过33亿美元。</p><p>一级市场上，今年前7月，腾讯仅出手72次，累计金额138.7亿元，同比大幅收窄。</p><p><b>通过开源节流，腾讯持有的证券资产不断下滑，而在手现金持续增加，到今年上半年腾讯已拥有1846.58亿的现金储备。</b></p><p>而在腾讯减持子公司股份的同时，大股东南非报业集团也在减持腾讯，近三个月减持7600万股，约245亿港元。南非大股东的意图很直白，即通过减持腾讯的资金来回购Naspers和旗下投资公司Prosus的股份，以缩小股价和净资产（NAV）之间的折价。</p><p>换句话说，大股东不想额外再掏钱，而且减持和回购同步进行。</p><p>为对冲如此巨大的抛售，腾讯已连续30个交易日进行回购，累计耗资105.53亿港元，年内回购67次，回购金额高达205.64亿港元，创下今年港股回购金额之最和腾讯历史上回购金额之最。</p><p>可以看出，<b>腾讯回购和南非报业集团减持节奏和金额基本相当。</b>有机构预测，极端情况下，腾讯可能需要耗资千亿港元，并且持续到明年下半年，才能消化掉大股东的资金饥渴。</p><p>考虑到未来的开支需要，适时抛售成熟的投资项目就十分必要。因此“腾讯或将出清美团股票”很有可能并非空穴来风，后续有适合的机会，腾讯的减持计划仍将继续。</p><p><b>03、讲出新故事</b></p><blockquote>视频号和海外游戏肩负起续写新故事的重任。</blockquote><p>不同于消费公司的细水长流，互联网的价值在于巨大的想象空间和增长潜力。</p><p>腾讯的根基是QQ和微信的流量生意，其他业务都是对流量的变现。如今，广告、游戏、金融科技三大业务持续承压，<b>视频号和海外游戏肩负起续写新故事的重任。</b></p><p>即便上半年业绩不佳，但仰仗微信这个“国民级”的应用，腾讯的流量基本盘依旧稳固。二季度微信月活用户同比增长3.8%至12.99亿，腾讯系APP使用时长占比目前稳定在35%-36%。</p><p><img src=\"https://static.tigerbbs.com/a738432cb3226afac92924fd6fe64391\" tg-width=\"1080\" tg-height=\"635\" referrerpolicy=\"no-referrer\"/></p><p>微信是公认的中国最大的私域流量平台，也是商户长期运营成本最低的流量获取平台。今年年中，视频号日活用户8.13亿，超过<a href=\"https://laohu8.com/S/DYIN\">抖音</a>的6.8亿。</p><p>相比先行一步的抖音和快手，视频号的魅力仍然来自于背后的微信生态。马化腾就已指出：“今年7月，腾讯开始推出视频号信息流广告，相信这将是拓展市场份额及提升盈利能力的重要机遇。”</p><p>不仅广告，视频号小店（电商）、广告竞价系统、合约系统都已开放，腾讯在视频领域的商业化正式向抖音和快手宣战，这意味着微信流量变现的想象空间被进一步打开。</p><p><b>游戏曾一度是腾讯商业帝国的最大功臣，在国内游戏遭受需求和供给侧的双向钳制后，海外游戏成了更强劲的增长点。</b></p><p><img src=\"https://static.tigerbbs.com/060f22391eed55e4071cccfb747f796b\" tg-width=\"1080\" tg-height=\"726\" referrerpolicy=\"no-referrer\"/></p><p>2021年的第三和第四季度，腾讯海外游戏业务增速高达20%和34%，但时间来到2022年，由于经济下行、疫情居家红利消退，海外游戏的增速也明显放缓。</p><p>但<b>从腾讯的动作来看，这家全球最大的游戏公司依然看重海外这片蓝海市场。</b>米哈游就是在巨头的夹缝中，另辟蹊径选择出海，重磅作品《原神》长期问鼎中国游戏海外收入榜首。</p><p>伽马数据显示，2021年海外游戏市场增量已经超过国内市场。今年上半年，中国游戏市场销售收入下降了1.8%，而国产游戏在海外的收入同比增长了6.16%。</p><p><img src=\"https://static.tigerbbs.com/3807e104915622e180fdd5564c2b6992\" tg-width=\"1080\" tg-height=\"1035\" referrerpolicy=\"no-referrer\"/></p><p>米哈游珠玉在前，海外市场逆势增长，腾讯势必会投入更多资源，并提高游戏出海的战略地位。如今年8月份，腾讯旗下《和平精英》国际版《PUBG Mobile》收入环比增长了21%，上升至第二名，其海外总收入已突破36亿美元(252.5亿元)。</p><p>未来，腾讯能否触底反弹，就要看视频号和海外游戏两个新故事如何演绎。</p><p><b>04、写在最后</b></p><p>曾经因错失腾讯，一直念念不忘的段永平，终于在今年等到他认为的千载难逢的时机：</p><blockquote>“我始终认为腾讯是不错的公司，腾讯属于长坡厚雪的典范。拿着茅台或者腾讯，10年后不一定能大赚，但肯定比赔钱强很多。”</blockquote><p>一系列利空因素空前密集，足以让更多的投资者踌躇不前。从中国股王沦为“价值绞肉机”，股价从749港元跌至270港元，腾讯的投资者们正在承受巨大的压力和风险。</p><p>但段永平之所以如此看好腾讯，也代表了部分投资者对其的价值判断：<b>社交网络的壁垒值得长期信仰，类似于茅台酒的稀缺性和不可复制性。腾讯的核心武器并没有生锈。</b></p><p>就像在流量的海洋中深度下潜，腾讯正处在历史上最压抑和煎熬的时期。但它仍是中国商界的一面旗帜。</p></body></html>","source":"lsy1642045066006","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>投资者的“绞肉机”！腾讯4万多亿市值灰飞烟灭</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; 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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投资者的“绞肉机”！腾讯4万多亿市值灰飞烟灭\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-10 17:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/h0KeNasosdyumVu6vxGfyA><strong>巨潮WAVE</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>孱弱不堪的港股下跌不断，恒生指数已经接近1997年高点的位置，创11年以来新低。恒生科技指数更是连续刷新成立以来最低纪录。即便是港交所几千家上市公司的“定海神针”，腾讯在这场浩劫中也无法独善其身。股价自去年2月份的历史高点重挫近64%，4万多亿港元市值灰飞烟灭。蒸发掉的市值接近两个茅台，或者4个宁德时代的资本价值，这也是腾讯历史上最大幅度的调整。下跌途中，一大批腾讯的“信仰派”投资者纷纷抄底加仓，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/h0KeNasosdyumVu6vxGfyA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"BK4077":"互动媒体与服务","BK1586":"云计算","BK1591":"就地过年概念","BK1095":"互动媒体与服务","BK1517":"云办公","BK1608":"元宇宙概念","TCEHY":"腾讯控股ADR","BK1502":"双十一","00700":"腾讯控股","BK1516":"腾讯概念","BK1526":"科网股","BK1531":"手游股","BK1589":"北水核心资产","BK1521":"挪威政府全球养老基金持仓"},"source_url":"https://mp.weixin.qq.com/s/h0KeNasosdyumVu6vxGfyA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136051660","content_text":"孱弱不堪的港股下跌不断，恒生指数已经接近1997年高点的位置，创11年以来新低。恒生科技指数更是连续刷新成立以来最低纪录。即便是港交所几千家上市公司的“定海神针”，腾讯在这场浩劫中也无法独善其身。股价自去年2月份的历史高点重挫近64%，4万多亿港元市值灰飞烟灭。蒸发掉的市值接近两个茅台，或者4个宁德时代的资本价值，这也是腾讯历史上最大幅度的调整。下跌途中，一大批腾讯的“信仰派”投资者纷纷抄底加仓，但无一例外都被套牢，其中也包括了投资大佬段永平。段永平在下跌过程不断抄底腾讯需要指出的是，腾讯股价下跌，既有港股流动性问题、互联网监管趋严的监管因素，也有大股东减持的外因，同样也存在自身业绩增长乏力的内因，是综合性因素导致的结果。这家巨无霸企业被史无前例的肃杀氛围所笼罩，以至于成了投资者的“绞肉机”。01、历史上最大跌幅历史上腾讯股价大幅下跌的情况比较少见。发展至今的腾讯，称得上是整个中文互联网的基座——微信已经像水一样渗入社会生活的方方面面。这给腾讯带来了规模巨大的业务收入和投资回报。依托于全球18亿用户，以及每年不断增长的财务数据，腾讯历史上的每次危机和股价大跌，最终都会触底反弹并创新高。经过梳理可以发现，腾讯自上市以来出现30%以上的大幅下跌的情况很少见。这一轮之前，在2008年金融危机前后出现过两次，2011年出现过一次，2018年出现过一次。金融危机之后，腾讯股价在2010年1月突破了176.5港元，市值跃升至2500亿港元，一举超越雅虎，成为继谷歌、亚马逊之后的全球第三大互联网公司。过去多年马化腾长期占据中国首富位置彼时的腾讯依靠用户规模优势四处掠地，遭到了外界的敌对情绪。该年7月，著名的“3Q大战”正式打响。外部舆论压力，再加上游戏业务短暂寒冬，以及2011年QQ用户的首次下滑，让腾讯股价在2010年和2011年间出现大幅下跌。危机过后，腾讯决定采取开放和分享战略，腾讯另一张王牌——微信也正式诞生，开放生态+全新产品掀起了腾讯股价波澜壮阔的上涨行情。从2011年底到2021年的历史最高点，股价上涨了20倍以上。在此期间，腾讯股价仅2018年出现了较大幅度的调整。当时下跌的核心原因是中国互联网用户的增长见顶，以及游戏版号的停发。而如今的这次下跌，叠加了更多方面的不利因素，是腾讯此前从未有过的、历史性的大暴跌。其市盈率已经被打到了仅有12倍，基本和A股燃气水务板块相当。巨大的想象空间、高成长性、强盈利能力，原本是资本市场给予互联网巨头高估值的三大强逻辑。这些全都建立在用户数量的增加和使用时长的增长基础之上。过去三年，腾讯系用户时长没有出现明显变化。但从占比来看变化明显，腾讯系和短视频平台之间此消彼长。流量遭到蚕食，加上疫情影响，腾讯二季度广告收入186亿，同比下降18.42%。游戏则遭受双向钳制，供给侧版号收缩，消费端则是未成年人保护政策，腾讯游戏业务二季度实现收入425亿元，同比也下滑了1%。但在版号长期断供的背景下，这样的表现已经相当难得。三大业务增长乏力，今年上半年，腾讯控股收入2695.05亿元，同比下滑1%；净利润420.32亿元，同比重挫53%。其中支撑腾讯增长增量的金融科技及企业服务业务，二季度斩获收入422亿元，同比仅增长1%，环比还下降了10%。剔除投资等因素，腾讯经调整后净利润为536.84亿元，同比下滑20%。基本面变差，再加上一系列利空消息空前密集爆发，这也就不难理解，腾讯股价为何萎靡不振，大幅度下跌。02、风雨飘摇的“半条命”资本市场的剧烈波动对腾讯的影响巨大。2015年时马化腾曾表态，“腾讯现在只有半条命，另外半条命都交给了合作伙伴。”而如今伙伴遍天下、投资了几乎整个互联网的腾讯，其持有的股权价值既是万亿美金市值的保障，也是盈利的重要源泉。2021年，腾讯投资收益高达715亿元，足见腾讯投资业务的举足轻重。刘炽平担纲的腾讯投资部，2008年来不断跑马圈地，在互联网黄金时代赚的盆满钵满。更重要的是，腾讯以资本为纽带，打造了“开放+链接”的“鹅系”商业生态，并成功建造了腾讯“第二商业帝国”。低调的刘炽平负责腾讯投资业务去年6月末，腾讯持有的上市公司股权公允价值一度攀升至1.45万亿元的顶峰，几乎相当于黑龙江省2021年的GDP。腾讯投资规模“富可敌省”，但硬币的另一面，也相当于将自己的“半条命”交给了资本市场，尤其是港股和美股资本市场。今年上半年，受资本市场波动影响，腾讯投资组合回报只有18.1亿元，同比大降94%，导致其归母净利润大幅下滑。腾讯市值中包含了许多被投企业的股权价值，这是腾讯和其他互联网企业最大的不同。腾讯系阵营中，持股市值规模最大的美团、拼多多、京东、Sea Limited、快手的股价，过去一段时间均呈现断崖式下跌。截至6月底，腾讯持有上市公司公允价值为6019.2亿元，去年末为9828.35亿元，蒸发了3809亿元。联营上市公司公允价值为4700亿，2021年末公允价值为6347亿，下降了26%。2021年开始，腾讯主动收缩战线，储备粮草。相继减持京东、Sea Limited、步步高、海澜之家、新东方在线、华谊兄弟等公司股票，除了用京东股份来分红外，其余总计套现超过33亿美元。一级市场上，今年前7月，腾讯仅出手72次，累计金额138.7亿元，同比大幅收窄。通过开源节流，腾讯持有的证券资产不断下滑，而在手现金持续增加，到今年上半年腾讯已拥有1846.58亿的现金储备。而在腾讯减持子公司股份的同时，大股东南非报业集团也在减持腾讯，近三个月减持7600万股，约245亿港元。南非大股东的意图很直白，即通过减持腾讯的资金来回购Naspers和旗下投资公司Prosus的股份，以缩小股价和净资产（NAV）之间的折价。换句话说，大股东不想额外再掏钱，而且减持和回购同步进行。为对冲如此巨大的抛售，腾讯已连续30个交易日进行回购，累计耗资105.53亿港元，年内回购67次，回购金额高达205.64亿港元，创下今年港股回购金额之最和腾讯历史上回购金额之最。可以看出，腾讯回购和南非报业集团减持节奏和金额基本相当。有机构预测，极端情况下，腾讯可能需要耗资千亿港元，并且持续到明年下半年，才能消化掉大股东的资金饥渴。考虑到未来的开支需要，适时抛售成熟的投资项目就十分必要。因此“腾讯或将出清美团股票”很有可能并非空穴来风，后续有适合的机会，腾讯的减持计划仍将继续。03、讲出新故事视频号和海外游戏肩负起续写新故事的重任。不同于消费公司的细水长流，互联网的价值在于巨大的想象空间和增长潜力。腾讯的根基是QQ和微信的流量生意，其他业务都是对流量的变现。如今，广告、游戏、金融科技三大业务持续承压，视频号和海外游戏肩负起续写新故事的重任。即便上半年业绩不佳，但仰仗微信这个“国民级”的应用，腾讯的流量基本盘依旧稳固。二季度微信月活用户同比增长3.8%至12.99亿，腾讯系APP使用时长占比目前稳定在35%-36%。微信是公认的中国最大的私域流量平台，也是商户长期运营成本最低的流量获取平台。今年年中，视频号日活用户8.13亿，超过抖音的6.8亿。相比先行一步的抖音和快手，视频号的魅力仍然来自于背后的微信生态。马化腾就已指出：“今年7月，腾讯开始推出视频号信息流广告，相信这将是拓展市场份额及提升盈利能力的重要机遇。”不仅广告，视频号小店（电商）、广告竞价系统、合约系统都已开放，腾讯在视频领域的商业化正式向抖音和快手宣战，这意味着微信流量变现的想象空间被进一步打开。游戏曾一度是腾讯商业帝国的最大功臣，在国内游戏遭受需求和供给侧的双向钳制后，海外游戏成了更强劲的增长点。2021年的第三和第四季度，腾讯海外游戏业务增速高达20%和34%，但时间来到2022年，由于经济下行、疫情居家红利消退，海外游戏的增速也明显放缓。但从腾讯的动作来看，这家全球最大的游戏公司依然看重海外这片蓝海市场。米哈游就是在巨头的夹缝中，另辟蹊径选择出海，重磅作品《原神》长期问鼎中国游戏海外收入榜首。伽马数据显示，2021年海外游戏市场增量已经超过国内市场。今年上半年，中国游戏市场销售收入下降了1.8%，而国产游戏在海外的收入同比增长了6.16%。米哈游珠玉在前，海外市场逆势增长，腾讯势必会投入更多资源，并提高游戏出海的战略地位。如今年8月份，腾讯旗下《和平精英》国际版《PUBG Mobile》收入环比增长了21%，上升至第二名，其海外总收入已突破36亿美元(252.5亿元)。未来，腾讯能否触底反弹，就要看视频号和海外游戏两个新故事如何演绎。04、写在最后曾经因错失腾讯，一直念念不忘的段永平，终于在今年等到他认为的千载难逢的时机：“我始终认为腾讯是不错的公司，腾讯属于长坡厚雪的典范。拿着茅台或者腾讯，10年后不一定能大赚，但肯定比赔钱强很多。”一系列利空因素空前密集，足以让更多的投资者踌躇不前。从中国股王沦为“价值绞肉机”，股价从749港元跌至270港元，腾讯的投资者们正在承受巨大的压力和风险。但段永平之所以如此看好腾讯，也代表了部分投资者对其的价值判断：社交网络的壁垒值得长期信仰，类似于茅台酒的稀缺性和不可复制性。腾讯的核心武器并没有生锈。就像在流量的海洋中深度下潜，腾讯正处在历史上最压抑和煎熬的时期。但它仍是中国商界的一面旗帜。","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001996422,"gmtCreate":1641133365966,"gmtModify":1676533574845,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅牛","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"🙃🙃","listText":"🙃🙃","text":"🙃🙃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001996422","repostId":"2200443197","repostType":4,"repost":{"id":"2200443197","kind":"highlight","pubTimestamp":1641085828,"share":"https://ttm.financial/m/news/2200443197?lang=&edition=fundamental","pubTime":"2022-01-02 09:10","market":"us","language":"zh","title":"来自全球首富的预测：下一轮衰退最早2022年春就来","url":"https://stock-news.laohu8.com/highlight/detail?id=2200443197","media":"华尔街见闻","summary":"马斯克在回应一条关于“目前有936家估值超过10亿美元的创业公司”的推特时称，如果历史可以借鉴，那么大多数创业公司都无法度过下一场衰退。当进一步被问及他认为下一次经济衰退将在何时发生时，马斯克表示，“","content":"<html><head></head><body><p>马斯克在回应一条关于“目前有936家估值超过10亿美元的<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>”的推特时称，如果历史可以借鉴，那么大多数创业公司都无法度过下一场衰退。</p><p>当进一步被问及他认为下一次经济衰退将在何时发生时，马斯克表示，<b>“预测宏观经济很有挑战。我的直觉是衰退大约会在2022年春天或夏天到来，最迟不晚于2023年。”</b></p><p><img src=\"https://static.tigerbbs.com/a1ad12cf060c3a47743abf6ae3874059\" tg-width=\"728\" tg-height=\"445\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>就在大约一个月前，马斯克在11月30日的推特上说，SpaceX在下一次经济衰退期间可能面临破产。全球经济陷入巨大衰退，资金流动性可能很紧，SpaceX的花费很惊人，虽然SpaceX不太可能破产，但并不是不可能。</p><p>2021年，前十大富豪的净资产增长共计约4000亿美元，马斯克排名首位。其净资产在过去一年中增加了1180亿美元，成为全球首富。马斯克今年增加的1210亿美元净资产略低于2020年增加的1400亿美元。他的财富增长主要归功于其电动汽车制造业务的快速扩张。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的股票今年上涨约50%，公司市值在10月份首次超过1万亿美元。马斯克最近一直在大量出售特斯拉的股票，用来支付今年近120亿美元的税款。</p><p>此前，美国前财政部长萨默斯曾发出警告，未来几年美国经济将面临严峻考验，有衰退和停滞的风险。萨默斯指出：如果美国经济可以持续地较热的方式运行，那将是一件好事，但现在通胀已经到了不引发经济衰退的情况下就难以降低的地步，就像70年代的惨痛教训。萨默斯指出，“长期停滞”的风险依然存在，或会出现大萧条时期的局面，经济增长率下降，利率低于历史正常水平。从未来几年来看，长期停滞是一个真正的风险。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>也不看<a href=\"https://laohu8.com/S/TAL\">好未来</a>美国经济。目前，市场一致预期2021年第四季度的GDP增长为3.4%，美联储公开市场委员会FOMC参与者的预期中值为4.0%。而高盛的最新预测值，按照第四季度计算的预测值为2.4%（或按全年计算为3.5%）。高盛认为2022年第一季度的减速可能最为明显，因为奥密克戎变体将会影响服务部门和劳动力供应，加剧全球供应链中断。就2022年整体而言，主要的关注点是美国大规模财政回调。</p></body></html>","source":"wallstreetcn_api","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\" 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0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n来自全球首富的预测：下一轮衰退最早2022年春就来\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-02 09:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3648653><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马斯克在回应一条关于“目前有936家估值超过10亿美元的创业公司”的推特时称，如果历史可以借鉴，那么大多数创业公司都无法度过下一场衰退。当进一步被问及他认为下一次经济衰退将在何时发生时，马斯克表示，“预测宏观经济很有挑战。我的直觉是衰退大约会在2022年春天或夏天到来，最迟不晚于2023年。”就在大约一个月前，马斯克在11月30日的推特上说，SpaceX在下一次经济衰退期间可能面临破产。全球经济...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3648653\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e3988a75d33e2b4f95370655c056098","relate_stocks":{"BK4099":"汽车制造商","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4550":"红杉资本持仓","TSLA":"特斯拉","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://wallstreetcn.com/articles/3648653","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2200443197","content_text":"马斯克在回应一条关于“目前有936家估值超过10亿美元的创业公司”的推特时称，如果历史可以借鉴，那么大多数创业公司都无法度过下一场衰退。当进一步被问及他认为下一次经济衰退将在何时发生时，马斯克表示，“预测宏观经济很有挑战。我的直觉是衰退大约会在2022年春天或夏天到来，最迟不晚于2023年。”就在大约一个月前，马斯克在11月30日的推特上说，SpaceX在下一次经济衰退期间可能面临破产。全球经济陷入巨大衰退，资金流动性可能很紧，SpaceX的花费很惊人，虽然SpaceX不太可能破产，但并不是不可能。2021年，前十大富豪的净资产增长共计约4000亿美元，马斯克排名首位。其净资产在过去一年中增加了1180亿美元，成为全球首富。马斯克今年增加的1210亿美元净资产略低于2020年增加的1400亿美元。他的财富增长主要归功于其电动汽车制造业务的快速扩张。特斯拉的股票今年上涨约50%，公司市值在10月份首次超过1万亿美元。马斯克最近一直在大量出售特斯拉的股票，用来支付今年近120亿美元的税款。此前，美国前财政部长萨默斯曾发出警告，未来几年美国经济将面临严峻考验，有衰退和停滞的风险。萨默斯指出：如果美国经济可以持续地较热的方式运行，那将是一件好事，但现在通胀已经到了不引发经济衰退的情况下就难以降低的地步，就像70年代的惨痛教训。萨默斯指出，“长期停滞”的风险依然存在，或会出现大萧条时期的局面，经济增长率下降，利率低于历史正常水平。从未来几年来看，长期停滞是一个真正的风险。高盛也不看好未来美国经济。目前，市场一致预期2021年第四季度的GDP增长为3.4%，美联储公开市场委员会FOMC参与者的预期中值为4.0%。而高盛的最新预测值，按照第四季度计算的预测值为2.4%（或按全年计算为3.5%）。高盛认为2022年第一季度的减速可能最为明显，因为奥密克戎变体将会影响服务部门和劳动力供应，加剧全球供应链中断。就2022年整体而言，主要的关注点是美国大规模财政回调。","news_type":1},"isVote":1,"tweetType":1,"viewCount":721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":289294819147816,"gmtCreate":1711663141345,"gmtModify":1711663145072,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅牛","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"<a 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