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价值投机投资
价值投机投资
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2021-09-15
Apple yyds
No new idea "13 incense" is coming! One article to understand Apple's new product launch conference
媒体称并无惊艳之处,而且没有提到外界期待的无线蓝牙耳机AirPods、笔记本电脑MacBook Pro等事宜,还有人根据新一代智能手表的发货时间“待定”推测遭遇生产困难。80分钟的发布会结束时,苹果跌
No new idea "13 incense" is coming! One article to understand Apple's new product launch conference
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价值投机投资
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2021-09-10
?yyds
Opening: Three Major Stock Indexes Open Higher, Hot Chinese Concept Stocks Rise Higher
9月10日,美股三大股指高开,道指开盘涨0.5%,标普500涨0.5%,纳指涨0.6%。 Affirm Holdings涨超20%,2021财年第四季度营收同比增71%,月活用户同比增长97%。 热门
Opening: Three Major Stock Indexes Open Higher, Hot Chinese Concept Stocks Rise Higher
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价值投机投资
价值投机投资
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2021-09-09
never
Sorry, this post has been deleted
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价值投机投资
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2021-08-23
smart money
Ali is "seen" by nearly 70% of foreign-funded institutions. Is the opportunity to bargain-hunting coming?
受监管阴影等因素影响的互联网电商巨头——阿里巴巴,股价不断创下年内新低,市值大幅缩水。但据阿里的美股二季度机构持仓来看,在1757家持仓机构中,约7成机构给予了阿里“赞成票”,对于阿里的未来预期,机构
Ali is "seen" by nearly 70% of foreign-funded institutions. Is the opportunity to bargain-hunting coming?
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价值投机投资
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2021-06-13
byd
BYD insists on using lithium iron phosphate batteries! Wang Chuanfu: China can't be stuck with cobalt and nickel neck
王传福表示,比亚迪从2008年就决定坚持使用磷酸铁锂电池,这背后的主要原因是,三元电池用了很多钴、镍,中国没有钴、镍也很少,中国不能从石油的卡脖子转成钴、镍的卡脖子,真正大规模使用的电池不能依赖稀有金属。比亚迪在去年3月推出了首创的刀片电池,让电池的发展走上更健康、可持续的道路。中国电动车装载磷酸铁锂电池的比例已上升至50%,还在继续上升。磷酸铁锂电池更安全,不被稀有金属卡脖子,成本也更有竞争力。
BYD insists on using lithium iron phosphate batteries! Wang Chuanfu: China can't be stuck with cobalt and nickel neck
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yyds","listText":"Apple yyds","text":"Apple yyds","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/882116470","repostId":"1118939975","repostType":4,"repost":{"id":"1118939975","kind":"news","pubTimestamp":1631661433,"share":"https://ttm.financial/m/news/1118939975?lang=en_US&edition=fundamental","pubTime":"2021-09-15 07:17","market":"us","language":"zh","title":"No new idea \"13 incense\" is coming! One article to understand Apple's new product launch conference","url":"https://stock-news.laohu8.com/highlight/detail?id=1118939975","media":"华尔街见闻","summary":"媒体称并无惊艳之处,而且没有提到外界期待的无线蓝牙耳机AirPods、笔记本电脑MacBook Pro等事宜,还有人根据新一代智能手表的发货时间“待定”推测遭遇生产困难。80分钟的发布会结束时,苹果跌","content":"<p>According to the media, there is nothing amazing about it, and there is no mention of wireless Bluetooth headset AirPods, laptop MacBook Pro and other matters that the outside world expects. Some people speculate that they encounter production difficulties according to the delivery time of the new generation smart watch \"to be determined\". At the end of the 80-minute conference, Apple's decline extended to 1.5%, near its lowest in four weeks. On Tuesday, September 14th, at 1 p.m. EST (1 a.m. Beijing time on the 15th), Apple held its Fall 2021 New Product Launch Conference as scheduled.</p><p>This is the seventh consecutive online virtual conference held by Apple due to the COVID-19 epidemic. The media said that there was nothing amazing about it. The company's share price fell, and the decline expanded to 1.5% at the end of the 80-minute conference, or the lowest in nearly four weeks since August 19th.</p><p>Apple launched its new flagship smartphone, the iPhone 13 series, the new entry-level iPad and iPad Mini, the new generation of smartwatches, the Apple Watch,<b>But there is no mention of wireless Bluetooth headset AirPods, laptop MacBook Pro and other matters that the outside world is looking forward to.</b></p><p><img src=\"https://static.tigerbbs.com/165d7e060b805f2b0534a472cf4b6e3c\" tg-width=\"640\" tg-height=\"502\" referrerpolicy=\"no-referrer\"></p><p><b>The full iPhone 13 range upgrades A15 Bionic chip and movie shooting mode, smaller bangs, larger battery, and the Pro series adds blue color and 1TB of RAM</b></p><p>Wall Street News once mentioned,<b>Apple's record profits over the past year were thanks in large part to the launch of the iPhone 12 series last fall, which made the iPhone 13 series a top priority at this event.</b>Analysts tracking Apple, though, don't expect the new iPhone lineup to be much more upgraded than last year's landmark 5G version of the iPhone 12.</p><p><b>The new iPhone 13 series released today is indeed basically the same design as last year, but with smaller bangs and larger batteries, both support the 5G wireless standard, and will increase battery life by 1.5 to 2.5 hours.</b>Pre-orders open September 17th, shipping from September 24th.</p><p>The iPhone 13 Mini and iPhone 13 remain 5.4 inches and 6.1 inches in screen sizes and come in five colors, starting at $699 and $799, respectively, also the same price as last year, but the base model gets a boost to 128GB of storage.</p><p><img src=\"https://static.tigerbbs.com/9abfc8953a46feaa99d66373a47b80d7\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"></p><p>The screen size of iPhone 13 Pro and Pro Max remains 6.1 inches and 6.7 inches, with the addition of \"Sierra Blue\" Blue models, starting at $999 and $1,099 respectively, the same price as last year, but both add a large memory option of 1TB.</p><p><img src=\"https://static.tigerbbs.com/a94861fc8d5dde5410be155a02ad4f9f\" tg-width=\"546\" tg-height=\"307\" referrerpolicy=\"no-referrer\"></p><p><b>After Apple's press conference, the price of Apple's latest iPhone in China was released:</b></p><p>The starting price of the iPhone 13 mini in China is 5,199 yuan, the starting price of the iPhone 13 is 5,999 yuan, and the starting price of the top iPhone 13 Pro Max is 12,999 yuan. The whole series will be pre-ordered from September 17th and officially released on September 24th. The new tablet iPad mini starts at 3,799 yuan.<img src=\"https://static.tigerbbs.com/85f764b13bc5a0291adcb61703201ab3\" tg-width=\"544\" tg-height=\"312\" referrerpolicy=\"no-referrer\"></p><p>The biggest difference between the iPhone 13 and its Pro version is still the number of rear cameras. The Pro series has a three-camera design with zoom, wide-angle and ultra-wide-angle lenses, which can focus on objects 2cm in front. The basic iPhone 13 retains the diagonal arrangement of wide-angle and ultra-wide-angle lenses, but the 12-megapixel rear wide-angle lens with a larger sensor can capture 50% more light.</p><p>Additionally, the display of the iPhone 13 Pro series, dubbed \"Super Retina XDR with ProMotion,\" has twice the refresh rate of older Apple phones, meaning smoother swiping and less lag on the iPhone touchscreen.</p><p><img src=\"https://static.tigerbbs.com/510186d223bc22f07d4ce3bbf074c34b\" tg-width=\"562\" tg-height=\"310\" referrerpolicy=\"no-referrer\"></p><p>The iPhone 13 and its Pro series are driven by Apple's new generation A15 bionic chip, with greatly improved CPU and GPU performance. There are also parts in the chip dedicated to running artificial intelligence algorithms.</p><p><img src=\"https://static.tigerbbs.com/3f7f5150efc903319190c3efb3bdb0de\" tg-width=\"547\" tg-height=\"308\" referrerpolicy=\"no-referrer\"></p><p>All phones have improved camera and photography functions, adding \"Cinematic mode\" to maintain focus on moving subjects, and automatic focus change in real time to create rich depth of field. According to Apple, \"Movie Mode\" is equivalent to being able to make movies with your mobile phone, which is a unique feature of the whole IPhone 13 series.</p><p><img src=\"https://static.tigerbbs.com/c2ed54ea991a50d995e8db81c45f143b\" tg-width=\"611\" tg-height=\"384\" referrerpolicy=\"no-referrer\"></p><p><b>New iPad and Mini performance boosts ship next week, analyst questions production difficulties for seventh-generation smartwatches, global expansion of fitness streaming subscriptions weighs on share prices of similar companies</b></p><p>Before the release of the heaviest hardware product mobile phone, Apple CEO Cook first introduced the new program of Apple TV + streaming video subscription service, and said that billions of dollars were being invested in creating original content, which charged $4.99 a month or could be bundled with other Apple services, but the company did not disclose the number of subscribers.<img src=\"https://static.tigerbbs.com/2d69edd0fcd0b020405b6fc7b2554e2d\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"></p><p>Apple then launched a new entry-level tablet, the iPad, equipped with an upgraded A13 chip, which runs 20% faster than the older A12 chip. The 12-megapixel front-value camera will improve the quality of video calls such as Zoom and FaceTime, and has LTE wireless connectivity. The starting price of the new iPad is unchanged at $329, but the base model is larger at 64GB of RAM, which can be pre-ordered now and officially released next week.</p><p><img src=\"https://static.tigerbbs.com/ea1f74382c4dabaf50c14f28d15b6875\" tg-width=\"640\" tg-height=\"364\" referrerpolicy=\"no-referrer\"></p><p>The upgraded iPad Mini gets a new design and performance boost. It is called the most powerful product of its kind in history and the \"biggest upgrade in history\" by the company. It will support 5G networks and have a smaller 8.3-inch screen. It has a smaller bezel, a fingerprint sensor built into the top button, is configured with a 12-megapixel rear camera and stereo speakers, including a variety of colors such as purple, uses a USB-C connector, and supports a second-generation Apple stylus. Starting at $499, pre-orders are available now, and it will officially go on sale next week.</p><p><img src=\"https://static.tigerbbs.com/c10fbc996b81d2feb2b18d4975963a9b\" tg-width=\"640\" tg-height=\"365\" referrerpolicy=\"no-referrer\"></p><p>Apple also launched the seventh-generation Apple Watch (Apple Watch Series 7), which has been redesigned in appearance and software, with 20% more screen area and more information than the sixth-generation Watch, retaining an industrial design with rounded edges, a more crack-resistant screen and faster charging. Entry-level models are available in five colour options, offering aluminum, steel and titanium casings, and older straps work with newer models.</p><p><img src=\"https://static.tigerbbs.com/e8aed0154cb2cdec67681c13a5ce8eb8\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"></p><p>It is worth noting that although Apple said that the new generation of smart watches will start at $399, it did not disclose the specific release date, only saying that it will be listed \"later this autumn\". According to some analysts, Apple Watch may encounter manufacturing challenges, which in turn will lead to production delays.</p><p>Tianfeng International said in the latest report that Luxshare Precision, which is responsible for the production of Apple Watch 7 series panel modules, is actively copying the production line. It is expected that all production lines will start mass production at the end of September, and the supply of Apple Watch 7 will be significantly improved since mid-to-late October.</p><p><img src=\"https://static.tigerbbs.com/d60b68d36321e616ad8329b40f710f65\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"></p><p>At the same time, Apple introduced Apple Fitness + Fitness streaming subscription service, which will be launched in 15 additional countries this year and expanded to more than 20 countries around the world. It will add content and multilingual versions such as Pilates, winter Fitness and guided meditation, and also add the social function \"Group Workouts\", which can meet friends for video exercise. It will be launched in late September and this autumn.</p><p>After the announcement of the global expansion of Apple Fitness +, Interactive Fitness platform Peloton Interactive fell more than 2%, falling from a three-week high set yesterday. WW, formerly known as Weight Watchers, a professional Weight loss consultant, fell nearly 5% to an 11-month low.</p><p><img src=\"https://static.tigerbbs.com/5174e0d18864d675948eec1105fc9f34\" tg-width=\"640\" tg-height=\"317\" referrerpolicy=\"no-referrer\"></p><p>Earlier on the day of the conference, Apple had released a related security fix patch to its mobile operating system iOS to fix vulnerabilities related to the iPhone's iMessage feature. An Israeli company has been exploiting the weakness since February, according to research firm Citizen Lab. The FBI and Israeli officials have been secretly investigating the company.</p><p>Analysts surveyed by financial software data firm FactSet forecast that Apple will ship 239 million phones this fiscal year, surpassing the record high of 231 million in fiscal 2015, and that iPhone sales will rise 41% this year to a record $194 billion.<b>But Apple is unlikely to maintain that growth next year.</b>In July, Apple expressed concern about the impact of chip shortages in the mobile phone industry. And, in the 12 months following the launch of major new products such as the iPhone 12, sales also typically decline.</p>","source":"highlight_wallstreetcn","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>No new idea \"13 incense\" is coming! One article to understand Apple's new product launch conference</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNo new idea \"13 incense\" is coming! One article to understand Apple's new product launch conference\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-09-15 07:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>According to the media, there is nothing amazing about it, and there is no mention of wireless Bluetooth headset AirPods, laptop MacBook Pro and other matters that the outside world expects. Some people speculate that they encounter production difficulties according to the delivery time of the new generation smart watch \"to be determined\". At the end of the 80-minute conference, Apple's decline extended to 1.5%, near its lowest in four weeks. On Tuesday, September 14th, at 1 p.m. EST (1 a.m. Beijing time on the 15th), Apple held its Fall 2021 New Product Launch Conference as scheduled.</p><p>This is the seventh consecutive online virtual conference held by Apple due to the COVID-19 epidemic. The media said that there was nothing amazing about it. The company's share price fell, and the decline expanded to 1.5% at the end of the 80-minute conference, or the lowest in nearly four weeks since August 19th.</p><p>Apple launched its new flagship smartphone, the iPhone 13 series, the new entry-level iPad and iPad Mini, the new generation of smartwatches, the Apple Watch,<b>But there is no mention of wireless Bluetooth headset AirPods, laptop MacBook Pro and other matters that the outside world is looking forward to.</b></p><p><img src=\"https://static.tigerbbs.com/165d7e060b805f2b0534a472cf4b6e3c\" tg-width=\"640\" tg-height=\"502\" referrerpolicy=\"no-referrer\"></p><p><b>The full iPhone 13 range upgrades A15 Bionic chip and movie shooting mode, smaller bangs, larger battery, and the Pro series adds blue color and 1TB of RAM</b></p><p>Wall Street News once mentioned,<b>Apple's record profits over the past year were thanks in large part to the launch of the iPhone 12 series last fall, which made the iPhone 13 series a top priority at this event.</b>Analysts tracking Apple, though, don't expect the new iPhone lineup to be much more upgraded than last year's landmark 5G version of the iPhone 12.</p><p><b>The new iPhone 13 series released today is indeed basically the same design as last year, but with smaller bangs and larger batteries, both support the 5G wireless standard, and will increase battery life by 1.5 to 2.5 hours.</b>Pre-orders open September 17th, shipping from September 24th.</p><p>The iPhone 13 Mini and iPhone 13 remain 5.4 inches and 6.1 inches in screen sizes and come in five colors, starting at $699 and $799, respectively, also the same price as last year, but the base model gets a boost to 128GB of storage.</p><p><img src=\"https://static.tigerbbs.com/9abfc8953a46feaa99d66373a47b80d7\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"></p><p>The screen size of iPhone 13 Pro and Pro Max remains 6.1 inches and 6.7 inches, with the addition of \"Sierra Blue\" Blue models, starting at $999 and $1,099 respectively, the same price as last year, but both add a large memory option of 1TB.</p><p><img src=\"https://static.tigerbbs.com/a94861fc8d5dde5410be155a02ad4f9f\" tg-width=\"546\" tg-height=\"307\" referrerpolicy=\"no-referrer\"></p><p><b>After Apple's press conference, the price of Apple's latest iPhone in China was released:</b></p><p>The starting price of the iPhone 13 mini in China is 5,199 yuan, the starting price of the iPhone 13 is 5,999 yuan, and the starting price of the top iPhone 13 Pro Max is 12,999 yuan. The whole series will be pre-ordered from September 17th and officially released on September 24th. The new tablet iPad mini starts at 3,799 yuan.<img src=\"https://static.tigerbbs.com/85f764b13bc5a0291adcb61703201ab3\" tg-width=\"544\" tg-height=\"312\" referrerpolicy=\"no-referrer\"></p><p>The biggest difference between the iPhone 13 and its Pro version is still the number of rear cameras. The Pro series has a three-camera design with zoom, wide-angle and ultra-wide-angle lenses, which can focus on objects 2cm in front. The basic iPhone 13 retains the diagonal arrangement of wide-angle and ultra-wide-angle lenses, but the 12-megapixel rear wide-angle lens with a larger sensor can capture 50% more light.</p><p>Additionally, the display of the iPhone 13 Pro series, dubbed \"Super Retina XDR with ProMotion,\" has twice the refresh rate of older Apple phones, meaning smoother swiping and less lag on the iPhone touchscreen.</p><p><img src=\"https://static.tigerbbs.com/510186d223bc22f07d4ce3bbf074c34b\" tg-width=\"562\" tg-height=\"310\" referrerpolicy=\"no-referrer\"></p><p>The iPhone 13 and its Pro series are driven by Apple's new generation A15 bionic chip, with greatly improved CPU and GPU performance. There are also parts in the chip dedicated to running artificial intelligence algorithms.</p><p><img src=\"https://static.tigerbbs.com/3f7f5150efc903319190c3efb3bdb0de\" tg-width=\"547\" tg-height=\"308\" referrerpolicy=\"no-referrer\"></p><p>All phones have improved camera and photography functions, adding \"Cinematic mode\" to maintain focus on moving subjects, and automatic focus change in real time to create rich depth of field. According to Apple, \"Movie Mode\" is equivalent to being able to make movies with your mobile phone, which is a unique feature of the whole IPhone 13 series.</p><p><img src=\"https://static.tigerbbs.com/c2ed54ea991a50d995e8db81c45f143b\" tg-width=\"611\" tg-height=\"384\" referrerpolicy=\"no-referrer\"></p><p><b>New iPad and Mini performance boosts ship next week, analyst questions production difficulties for seventh-generation smartwatches, global expansion of fitness streaming subscriptions weighs on share prices of similar companies</b></p><p>Before the release of the heaviest hardware product mobile phone, Apple CEO Cook first introduced the new program of Apple TV + streaming video subscription service, and said that billions of dollars were being invested in creating original content, which charged $4.99 a month or could be bundled with other Apple services, but the company did not disclose the number of subscribers.<img src=\"https://static.tigerbbs.com/2d69edd0fcd0b020405b6fc7b2554e2d\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"></p><p>Apple then launched a new entry-level tablet, the iPad, equipped with an upgraded A13 chip, which runs 20% faster than the older A12 chip. The 12-megapixel front-value camera will improve the quality of video calls such as Zoom and FaceTime, and has LTE wireless connectivity. The starting price of the new iPad is unchanged at $329, but the base model is larger at 64GB of RAM, which can be pre-ordered now and officially released next week.</p><p><img src=\"https://static.tigerbbs.com/ea1f74382c4dabaf50c14f28d15b6875\" tg-width=\"640\" tg-height=\"364\" referrerpolicy=\"no-referrer\"></p><p>The upgraded iPad Mini gets a new design and performance boost. It is called the most powerful product of its kind in history and the \"biggest upgrade in history\" by the company. It will support 5G networks and have a smaller 8.3-inch screen. It has a smaller bezel, a fingerprint sensor built into the top button, is configured with a 12-megapixel rear camera and stereo speakers, including a variety of colors such as purple, uses a USB-C connector, and supports a second-generation Apple stylus. Starting at $499, pre-orders are available now, and it will officially go on sale next week.</p><p><img src=\"https://static.tigerbbs.com/c10fbc996b81d2feb2b18d4975963a9b\" tg-width=\"640\" tg-height=\"365\" referrerpolicy=\"no-referrer\"></p><p>Apple also launched the seventh-generation Apple Watch (Apple Watch Series 7), which has been redesigned in appearance and software, with 20% more screen area and more information than the sixth-generation Watch, retaining an industrial design with rounded edges, a more crack-resistant screen and faster charging. Entry-level models are available in five colour options, offering aluminum, steel and titanium casings, and older straps work with newer models.</p><p><img src=\"https://static.tigerbbs.com/e8aed0154cb2cdec67681c13a5ce8eb8\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"></p><p>It is worth noting that although Apple said that the new generation of smart watches will start at $399, it did not disclose the specific release date, only saying that it will be listed \"later this autumn\". According to some analysts, Apple Watch may encounter manufacturing challenges, which in turn will lead to production delays.</p><p>Tianfeng International said in the latest report that Luxshare Precision, which is responsible for the production of Apple Watch 7 series panel modules, is actively copying the production line. It is expected that all production lines will start mass production at the end of September, and the supply of Apple Watch 7 will be significantly improved since mid-to-late October.</p><p><img src=\"https://static.tigerbbs.com/d60b68d36321e616ad8329b40f710f65\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"></p><p>At the same time, Apple introduced Apple Fitness + Fitness streaming subscription service, which will be launched in 15 additional countries this year and expanded to more than 20 countries around the world. It will add content and multilingual versions such as Pilates, winter Fitness and guided meditation, and also add the social function \"Group Workouts\", which can meet friends for video exercise. It will be launched in late September and this autumn.</p><p>After the announcement of the global expansion of Apple Fitness +, Interactive Fitness platform Peloton Interactive fell more than 2%, falling from a three-week high set yesterday. WW, formerly known as Weight Watchers, a professional Weight loss consultant, fell nearly 5% to an 11-month low.</p><p><img src=\"https://static.tigerbbs.com/5174e0d18864d675948eec1105fc9f34\" tg-width=\"640\" tg-height=\"317\" referrerpolicy=\"no-referrer\"></p><p>Earlier on the day of the conference, Apple had released a related security fix patch to its mobile operating system iOS to fix vulnerabilities related to the iPhone's iMessage feature. An Israeli company has been exploiting the weakness since February, according to research firm Citizen Lab. The FBI and Israeli officials have been secretly investigating the company.</p><p>Analysts surveyed by financial software data firm FactSet forecast that Apple will ship 239 million phones this fiscal year, surpassing the record high of 231 million in fiscal 2015, and that iPhone sales will rise 41% this year to a record $194 billion.<b>But Apple is unlikely to maintain that growth next year.</b>In July, Apple expressed concern about the impact of chip shortages in the mobile phone industry. And, in the 12 months following the launch of major new products such as the iPhone 12, sales also typically decline.</p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://wallstreetcn.com/articles/3640421\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9abfc8953a46feaa99d66373a47b80d7","relate_stocks":{"AAPL":"苹果"},"source_url":"https://wallstreetcn.com/articles/3640421","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1118939975","content_text":"媒体称并无惊艳之处,而且没有提到外界期待的无线蓝牙耳机AirPods、笔记本电脑MacBook Pro等事宜,还有人根据新一代智能手表的发货时间“待定”推测遭遇生产困难。80分钟的发布会结束时,苹果跌幅扩大至1.5%,接近四周最低。\n\n美东时间9月14日周二下午1点(北京时间15日凌晨1点),苹果公司如期举行2021年秋季新品发布会。\n这是苹果因新冠疫情连续第七次举办的线上虚拟发布会,媒体称并无惊艳之处,公司股价下跌,80分钟的发布会结束时跌幅扩大至1.5%,或创8月19日以来的近四周最低。\n苹果新晋推出了新款旗舰智能手机iPhone 13系列、新版入门级iPad和iPad Mini、新一代智能手表Apple Watch,但没有提到外界期待的无线蓝牙耳机AirPods、笔记本电脑MacBook Pro等事宜。\n\niPhone 13全系列升级A15仿生芯片和电影拍摄模式、刘海更小、电池更大,Pro系列增设蓝色和1TB内存\n华尔街见闻曾提到,过去一年里,苹果利润创历史新高,在很大程度上归功于去年秋季推出的iPhone 12系列手机,这令iPhone 13系列成为本次发布会的重中之重。不过,跟踪苹果的分析师预计,与去年具有里程碑意义的5G版iPhone 12相比,新iPhone系列的升级幅度不会太大。\n今日发布的新款iPhone 13系列确实设计基本与去年相同,不过刘海更小、电池更大,均支持5G无线标准,电池续航时间将增加1.5至2.5个小时不等,9月17日开启预定,9月24日起发货。\niPhone 13 Mini和iPhone 13的屏幕尺寸仍维持5.4英寸和6.1英寸,并拥有五种颜色,起售价分别为699美元和799美元,也与去年价格相同,但基本款的储存空间提升至128GB。\n\niPhone 13 Pro和Pro Max的屏幕尺寸仍维持6.1英寸和6.7英寸,增设“Sierra Blue”的蓝色款,起售价分别为999美元和1099美元,与去年价格相同,但都增设1TB的超大内存选项。\n\n苹果发布会结束后,苹果最新款iPhone国行价格出炉:\n\n iPhone 13 mini国行起售价为5199元人民币,iPhone 13起售价为5999元,顶配的iPhone 13 Pro Max起售价为12999元,全系列9月17日起开始预购,9月24日正式发售。新款平板电脑iPad mini起售价为3799元。\n\n\niPhone 13及其Pro版本的最大区别仍为后置摄像头的个数,Pro系列有变焦、广角和超广角镜头的三摄设计,可对前处2厘米的物体对焦,iPhone 13基本款保留广角和超广角镜头的对角线排列,但12兆像素的后置广角镜头带有更大的传感器,可以捕捉多出50%的光线。\n此外,iPhone 13 Pro系列的显示屏被称为“Super Retina XDR with ProMotion”,刷新率是旧款苹果手机的两倍,这意味着iPhone触摸屏的滑动会更流畅、延迟更少。\n\niPhone 13及其Pro全系列都由苹果新一代A15仿生芯片驱动,CPU和GPU性能都大为提升,芯片里还有专门用于运行人工智能算法的部分。\n\n全系列手机都改进相机和摄影功能,增设“电影模式”(Cinematic mode),可对移动主体保持对焦,以及实时自动的对焦变换、创造丰富景深。苹果称,“电影模式”等于能用手机拍电影,是IPhone 13全系列独有的功能。\n\n新款iPad及Mini性能提升下周发货,分析质疑第七代智能手表遭遇生产困难,健身流媒体订阅的全球扩张打压同类公司股价\n发布最重磅硬件产品手机之前,苹果CEO库克首先介绍了Apple TV+流媒体视频订阅服务的新节目,并称正在投入数十亿美元制造原创内容,每月收费4.99美元或可与其他苹果服务捆绑付费,但公司并未透露订户数量。\n苹果随后推出了新款入门级平板电脑iPad,搭载升级后的A13芯片,运行速度较老版的A12芯片提升20%,12兆像素前值摄像头将提升Zoom和FaceTime等视频通话画质,并有LTE无线连接。新款iPad起售价不变为329美元,但基本款内存更大为64GB,即日起可预定,下周正式发售。\n\n升级版iPad Mini获得全新设计和性能提升,被公司称为史上最强大的同类产品和“史上最大升级”,将支持5G网络和拥有更小的8.3英寸屏幕。它的边框更小,指纹传感器内置在顶部按钮中,配置有12兆像素的后置摄像头和立体声扬声器,包括紫色等多种颜色,使用USB-C连接器,并支持第二代苹果触控笔。起售价499美元,即日起可预定,下周正式发售。\n\n苹果还推出了第七代苹果手表(Apple Watch Series 7),外观和软件都经过重新设计,屏幕面积较第六代手表增加20%并可显示更多信息,保留了带有圆角边缘的工业设计,屏幕更抗裂,充电速度更快。入门级型号有五种颜色选择,提供铝、钢和钛外壳,旧款表带可与新型号配合使用。\n\n值得注意的是,苹果虽称新一代智能手表起售价399美元,但没有透露具体发售日期,仅称“在今年秋季晚些时候”上市。有分析称,苹果手表可能遭遇制造挑战、进而导致生产延迟。\n天风国际曾在最新报告中称,负责生产Apple Watch 7 系列面板模组的立讯精密正积极复制产线,预计9月底所有产线开始大量生产,Apple Watch 7的供货自10月中下旬后将会有明显改善。\n\n苹果同时推介了Apple Fitness+健身流媒体订阅服务,今年将在额外15个国家推出,拓展到全球20余个国家,增设普拉提、冬季健身和引导冥想等内容和多语种版本,还将添加社交功能“Group Workouts”(团体健身),可与朋友相约视频锻炼,在9月下旬和今年秋季陆续推出。\n在Apple Fitness+全球扩展的消息发布后,互动健身平台Peloton Interactive跌超2%,从昨日所创的三周新高回落,前身为专业减重顾问公司Weight Watchers 的 WW跌近5%,至11个月最低。\n\n发布会当日稍早,苹果已向其移动操作系统iOS发布了相关的安全修复补丁,以修复与iPhone iMessage功能相关的漏洞。研究机构Citizen Lab称,一家以色列公司自2月份以来一直在利用这一弱点。美国联邦调查局和以色列官员一直在暗中调查该公司。\n金融软件数据公司FactSet调查的分析师预测,苹果本财年的手机出货量将为2.39亿部,超越2015财年2.31亿部的纪录最高,iPhone今年的销售额将增长41%,达到创纪录的1940亿美元。但苹果明年不太可能保持这种增长。今年7月,苹果表达了对手机行业芯片短缺影响的担忧。并且,在iPhone 12等重大新产品推出后的12个月,销售通常也会出现下滑。","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881034729,"gmtCreate":1631280946261,"gmtModify":1676530517575,"author":{"id":"3457141092286042","authorId":"3457141092286042","name":"价值投机投资","avatar":"https://static.tigerbbs.com/be23b46444ac2a96142fb1b29256fc15","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3457141092286042","idStr":"3457141092286042"},"themes":[],"title":"","htmlText":"?yyds","listText":"?yyds","text":"?yyds","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/881034729","repostId":"1195688156","repostType":4,"repost":{"id":"1195688156","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":1631280716,"share":"https://ttm.financial/m/news/1195688156?lang=en_US&edition=fundamental","pubTime":"2021-09-10 21:31","market":"us","language":"zh","title":"Opening: Three Major Stock Indexes Open Higher, Hot Chinese Concept Stocks Rise Higher","url":"https://stock-news.laohu8.com/highlight/detail?id=1195688156","media":"老虎资讯综合","summary":"9月10日,美股三大股指高开,道指开盘涨0.5%,标普500涨0.5%,纳指涨0.6%。\nAffirm Holdings涨超20%,2021财年第四季度营收同比增71%,月活用户同比增长97%。\n热门","content":"<p>On September 10th, the three major U.S. stock indexes opened higher, with the Dow up 0.5%, the S&P 500 up 0.5% and the Nasdaq up 0.6%.</p><p><img src=\"https://static.tigerbbs.com/ef2b48c219153031350c7f927f5504b2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">Affirm Holdings rose more than 20%, with revenue increasing 71% year-on-year and monthly active users increasing 97% year-on-year in the fourth quarter of fiscal 2021.</p><p>Most popular Chinese stocks rose,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/JD\">Jingdong</a>Up more than 2%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up more than 1%.</p><p>SOS rose by 13.18%. It is reported that SOS has mined more than 130 Bitcoin and more than 1,800 Ethereum so far.</p><p>Energy stocks were strong,<a href=\"https://laohu8.com/S/XOM\">ExxonMobil</a>Up nearly 2%.</p><p>Arburtus Biopharma rose 13.96% as the market expects it to win the patent battle with Moderna.</p><p>New oxygen rose by 8.65%, the total revenue in Q2 reached a record high of 450 million yuan, and the net profit increased by 145.2% year-on-year.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Opening: Three Major Stock Indexes Open Higher, Hot Chinese Concept Stocks Rise Higher</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpening: Three Major Stock Indexes Open Higher, Hot Chinese Concept Stocks Rise Higher\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2021-09-10 21:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On September 10th, the three major U.S. stock indexes opened higher, with the Dow up 0.5%, the S&P 500 up 0.5% and the Nasdaq up 0.6%.</p><p><img src=\"https://static.tigerbbs.com/ef2b48c219153031350c7f927f5504b2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">Affirm Holdings rose more than 20%, with revenue increasing 71% year-on-year and monthly active users increasing 97% year-on-year in the fourth quarter of fiscal 2021.</p><p>Most popular Chinese stocks rose,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/JD\">Jingdong</a>Up more than 2%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up more than 1%.</p><p>SOS rose by 13.18%. It is reported that SOS has mined more than 130 Bitcoin and more than 1,800 Ethereum so far.</p><p>Energy stocks were strong,<a href=\"https://laohu8.com/S/XOM\">ExxonMobil</a>Up nearly 2%.</p><p>Arburtus Biopharma rose 13.96% as the market expects it to win the patent battle with Moderna.</p><p>New oxygen rose by 8.65%, the total revenue in Q2 reached a record high of 450 million yuan, and the net profit increased by 145.2% year-on-year.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯","TTTN":"老虎中美互联网巨头ETF",".IXIC":"NASDAQ Composite","QNETCN":"纳斯达克中美互联网老虎指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195688156","content_text":"9月10日,美股三大股指高开,道指开盘涨0.5%,标普500涨0.5%,纳指涨0.6%。\nAffirm Holdings涨超20%,2021财年第四季度营收同比增71%,月活用户同比增长97%。\n热门中概股多数上涨,阿里巴巴、京东涨逾2%,拼多多、百度涨逾1%。\nSOS涨13.18%,据悉SOS至今共开采了超130枚比特币与超1800枚以太坊。\n能源股表现强劲,埃克森美孚涨近2%。\nArburtus Biopharma涨13.96%,市场预计其赢得与Moderna专利争夺战。\n新氧涨8.65%,Q2总收入4.5亿元创新高,净利润同比增145.2%。","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,"TTTN":0.9,".DJI":0.9,"QNETCN":0.9}},"isVote":1,"tweetType":1,"viewCount":3294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883952459,"gmtCreate":1631197933671,"gmtModify":1676530494740,"author":{"id":"3457141092286042","authorId":"3457141092286042","name":"价值投机投资","avatar":"https://static.tigerbbs.com/be23b46444ac2a96142fb1b29256fc15","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3457141092286042","idStr":"3457141092286042"},"themes":[],"title":"","htmlText":"never","listText":"never","text":"never","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/883952459","repostId":"2166195813","repostType":4,"isVote":1,"tweetType":1,"viewCount":2916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835181518,"gmtCreate":1629693720734,"gmtModify":1676530102079,"author":{"id":"3457141092286042","authorId":"3457141092286042","name":"价值投机投资","avatar":"https://static.tigerbbs.com/be23b46444ac2a96142fb1b29256fc15","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3457141092286042","idStr":"3457141092286042"},"themes":[],"title":"","htmlText":"smart money","listText":"smart money","text":"smart money","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/835181518","repostId":"2161474406","repostType":4,"repost":{"id":"2161474406","kind":"news","pubTimestamp":1629684482,"share":"https://ttm.financial/m/news/2161474406?lang=en_US&edition=fundamental","pubTime":"2021-08-23 10:08","market":"us","language":"zh","title":"Ali is \"seen\" by nearly 70% of foreign-funded institutions. Is the opportunity to bargain-hunting coming?","url":"https://stock-news.laohu8.com/highlight/detail?id=2161474406","media":"证券市场红周刊","summary":"受监管阴影等因素影响的互联网电商巨头——阿里巴巴,股价不断创下年内新低,市值大幅缩水。但据阿里的美股二季度机构持仓来看,在1757家持仓机构中,约7成机构给予了阿里“赞成票”,对于阿里的未来预期,机构","content":"<p>Internet e-commerce giants affected by factors such as regulatory shadow — —<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>The stock price continued to hit new lows during the year, and the market value shrank sharply. However, according to Ali's institutional positions in U.S. stocks in the second quarter, about 70% of the 1,757 institutions gave Ali a \"yes vote\", and the institutional attitude towards Ali's future expectations is far from \"so pessimistic.\" From the perspective of institutions, the \"decline in preference caused by supervision\" has been fully reflected. Another view is that Ali's \"current valuation is already attractive\", but it is still too early to \"bargain-hunting\".</p><p><b>Nearly 70% of foreign-funded institutions in the second quarter \"see more\" Ali</b></p><p><b><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>, Schroders, Morgan and other institutions increased their holdings</b></p><p>As of the close of August 19th, Eastern Time (the same below), the position data disclosed by US stock institutions showed that in the second quarter, institutions were \"optimistic\" about Ali's position adjustment as a whole.</p><p>For example, the latest disclosure data of 13F shows that as of the end of the second quarter, a total of 1,757 institutions held positions in Ali, which was basically the same as the number of 1,749 positions in the first quarter. Further, among the 1,757 Ali institutions with positions in the second quarter, the number of institutions with increased holdings, unchanged positions and new entry was 703, 245 and 248 respectively, totaling 1,196, accounting for 68% of Ali institutions with positions in the second quarter. In contrast, there are 561 and 240 institutions that reduce their holdings and clear their positions respectively.</p><p>Affected by the plunge in the stock price, at the end of the second quarter, the total market value of institutional positions in Ali was 149.5 billion USD, and the market value level of this position has dropped to the lowest level in nearly five quarters. In addition, the proportion of institutional positions is also declining, with the latest shareholding ratio of 24.34%.</p><p>In terms of vertical comparison, as of June 30, 2020, institutional positions in Ali accounted for 44.11%, with a market value of US$255.2 billion; As of 2020-09-30, the proportion and market value of institutional positions in Ali were 40.73% and US$321.2 billion, respectively; As of December 31, 2020, the shareholding and market capitalization were 36.19% and US$228.3 billion, respectively; As of 2021-3-30, they were 32.55% and US$200 billion, respectively.</p><p>Figure 1 Institutional positions in Ali in the past five quarters</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210822164254152v1546m6vw5iwjn6\" tg-width=\"960\" tg-height=\"565\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Data Source: Wind</p><p>Judging from the list of holdings, GOLDMAN SACHS GROUP INC. currently holds the highest market value of Ali, reaching $6.9 billion. In the second quarter, GOLDMAN SACHS increased its position in Ali by 23.86%, which is currently the fifth largest holdings of GOLDMAN SACHS in the second quarter. (Note: Goldman Sachs' total position market value in the second quarter was 446.3 billion USD)</p><p>It is worth mentioning that Goldman Sachs' overholding of Ali is not a short-term action, but a \"long-term behavior\". According to Wind data, in the third quarter of 2014, Goldman Sachs opened a position in Ali, with a position of only USD 230.322 million at that time. By the end of the second quarter of this year, it had held positions for 25 consecutive quarters, during which it continued to increase its positions.</p><p>Figure 2 Goldman Sachs holdings in Alibaba</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210822164304962v1549gnmmmnlcik\" tg-width=\"794\" tg-height=\"230\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Data Source: Wind</p><p>In addition, the companies that increased their holdings in Ali in the second quarter and the top market capitalization of their positions include SCHRODER INVESTMENT MANAGEMENT GROUP, MORGAN STANLEY (<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>), PRIMECAP Management, etc.</p><p>Table 1 Main Masukura Ali institutions in the second quarter (part)</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210822164305849v154jrxrz96v7ym\" tg-width=\"588\" tg-height=\"884\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Data Source: Wind</p><p>In contrast, in the second quarter, a total of 561 institutions lightened their positions in Ali. Statistics show that there are 332 companies with a reduction rate of less than 20%, and 136 companies with a reduction rate of 20% ~50%. Among the 93 institutions that have reduced their positions by> 50%, 39 have reduced their positions by more than 80%, such as BLACKROCK INC. (<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>) reduced their positions by 88.28%, and the market value of their positions dropped to $2.23 billion from $19.01 billion at the end of the first quarter of this year. In addition, STATE STREET CORP (U.S.<a href=\"https://laohu8.com/S/STT\">State Street Corp</a>) The reduction rate is also as high as 86.23%;</p><p>Table 2 Main lightening Ali institutions in the second quarter (part)</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210822164312662v154fvtq2a3wmt8\" tg-width=\"633\" tg-height=\"835\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Data Source: Wind</p><p><b>Share price \"halved\" market value shrank over 400 billion dollars</b></p><p>\"Regulation\" fully reflects that valuations have become \"attractive\"</p><p>As of the close of August 19th, Eastern Time, Alibaba (BABA.US) plunged by 6.85% on the same day, setting a new low for the year. Since the beginning of this year, Ali's cumulative decline has reached 31%. Since the high point on October 27th last year, the cumulative decline has been nearly 50%, almost \"halved\".</p><p>Figure 3 Alibaba's share price performance</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210822164323739v154cu4vh1o2d6g\" tg-width=\"1080\" tg-height=\"471\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Data Source: Wind</p><p>With the fall of the stock price, Ali's market value has shrunk sharply. At present, Ali's latest market value is about 436.4 billion USD, a shrinkage of 187.9 billion USD compared with 624.3 billion USD at the beginning of the year, and a shrinkage of 414.3 billion USD compared with the high of 850.7 billion USD on October 27th last year.</p><p>Figure 4 Changes in Ali's market value (USD 100 million)</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210822164325203v154avjz8v2h2jh\" tg-width=\"803\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Data Source: Wind</p><p>Further, Ali's valuation level has also declined further. Since the beginning of this year, Ali's valuation has maintained between 20 and 30 times, and the latest valuation is only about 20 times.</p><p>Figure 5 Changes in Alibaba's valuation level</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210822164331028v15445zmhdffl5o\" tg-width=\"814\" tg-height=\"301\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Data Source: Wind</p><p><b>Ali's long-term investment value is gradually highlighted</b></p><p><b>However, it is not recommended to rush to \"bargain-hunting\"</b></p><p>In the second quarter, most investment institutions held a \"positive attitude\" towards Ali, and brokers also gave Ali an \"optimistic prediction\".</p><p>such as<a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>According to its research report released in early August, Alibaba released its FY2022Q1 results, and its core business grew steadily. It believes that the continuous adjustment of the stock price has reflected the pessimistic expectation of the company's new business investment on the impact of performance growth and the decline in valuation preference brought by regulatory risks. With the continuous advancement of Alibaba's new business, the company's technology and service capabilities have shown a significant improvement trend. The company still has a good comparative competitive advantage, and maintains an optimistic judgment on the company's medium and long-term development.</p><p><a href=\"https://laohu8.com/S/600999\">China Merchants Securities</a>(Hong Kong) believes that the playing field has become more level as regulators prohibit price dumping to promote sales, and Alibaba's advantages such as ample cash reserves and strong supply chain capabilities (such as<a href=\"https://laohu8.com/S/06808\">Sun Art Retail</a>In the supply of fresh food and FMCG categories), it can be more prominent. In addition, Ali promised to focus on long-term value and will increase investment in supply chains, compliance capabilities and infrastructure.</p><p>Some people think that Ali's \"current valuation is already attractive\", but it is still too early to \"bargain-hunting\". For example, Snowball Big V @ Chen Damei Stock Investment said that Ali's valuation reached a new low, \"but it will not rush to bargain...\".</p><p>According to the feedback of many investors interviewed by Red Weekly, the vast majority of Ali's long-term investment value are \"bullish\", but in the short term, the fluctuations caused by the reduction of risk appetite may continue.</p><p>This may also lead to the fact that although it is a well-known saying that investment requires \"being a friend of time\", there may still be a few people who can really do it in practice.</p>","source":"tencent","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>Ali is \"seen\" by nearly 70% of foreign-funded institutions. Is the opportunity to bargain-hunting coming?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAli is \"seen\" by nearly 70% of foreign-funded institutions. Is the opportunity to bargain-hunting coming?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">证券市场红周刊</strong><span class=\"h-time small\">2021-08-23 10:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Internet e-commerce giants affected by factors such as regulatory shadow — —<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>The stock price continued to hit new lows during the year, and the market value shrank sharply. However, according to Ali's institutional positions in U.S. stocks in the second quarter, about 70% of the 1,757 institutions gave Ali a \"yes vote\", and the institutional attitude towards Ali's future expectations is far from \"so pessimistic.\" From the perspective of institutions, the \"decline in preference caused by supervision\" has been fully reflected. Another view is that Ali's \"current valuation is already attractive\", but it is still too early to \"bargain-hunting\".</p><p><b>Nearly 70% of foreign-funded institutions in the second quarter \"see more\" Ali</b></p><p><b><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>, Schroders, Morgan and other institutions increased their holdings</b></p><p>As of the close of August 19th, Eastern Time (the same below), the position data disclosed by US stock institutions showed that in the second quarter, institutions were \"optimistic\" about Ali's position adjustment as a whole.</p><p>For example, the latest disclosure data of 13F shows that as of the end of the second quarter, a total of 1,757 institutions held positions in Ali, which was basically the same as the number of 1,749 positions in the first quarter. Further, among the 1,757 Ali institutions with positions in the second quarter, the number of institutions with increased holdings, unchanged positions and new entry was 703, 245 and 248 respectively, totaling 1,196, accounting for 68% of Ali institutions with positions in the second quarter. In contrast, there are 561 and 240 institutions that reduce their holdings and clear their positions respectively.</p><p>Affected by the plunge in the stock price, at the end of the second quarter, the total market value of institutional positions in Ali was 149.5 billion USD, and the market value level of this position has dropped to the lowest level in nearly five quarters. In addition, the proportion of institutional positions is also declining, with the latest shareholding ratio of 24.34%.</p><p>In terms of vertical comparison, as of June 30, 2020, institutional positions in Ali accounted for 44.11%, with a market value of US$255.2 billion; As of 2020-09-30, the proportion and market value of institutional positions in Ali were 40.73% and US$321.2 billion, respectively; As of December 31, 2020, the shareholding and market capitalization were 36.19% and US$228.3 billion, respectively; As of 2021-3-30, they were 32.55% and US$200 billion, respectively.</p><p>Figure 1 Institutional positions in Ali in the past five quarters</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210822164254152v1546m6vw5iwjn6\" tg-width=\"960\" tg-height=\"565\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Data Source: Wind</p><p>Judging from the list of holdings, GOLDMAN SACHS GROUP INC. currently holds the highest market value of Ali, reaching $6.9 billion. In the second quarter, GOLDMAN SACHS increased its position in Ali by 23.86%, which is currently the fifth largest holdings of GOLDMAN SACHS in the second quarter. (Note: Goldman Sachs' total position market value in the second quarter was 446.3 billion USD)</p><p>It is worth mentioning that Goldman Sachs' overholding of Ali is not a short-term action, but a \"long-term behavior\". According to Wind data, in the third quarter of 2014, Goldman Sachs opened a position in Ali, with a position of only USD 230.322 million at that time. By the end of the second quarter of this year, it had held positions for 25 consecutive quarters, during which it continued to increase its positions.</p><p>Figure 2 Goldman Sachs holdings in Alibaba</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210822164304962v1549gnmmmnlcik\" tg-width=\"794\" tg-height=\"230\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Data Source: Wind</p><p>In addition, the companies that increased their holdings in Ali in the second quarter and the top market capitalization of their positions include SCHRODER INVESTMENT MANAGEMENT GROUP, MORGAN STANLEY (<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>), PRIMECAP Management, etc.</p><p>Table 1 Main Masukura Ali institutions in the second quarter (part)</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210822164305849v154jrxrz96v7ym\" tg-width=\"588\" tg-height=\"884\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Data Source: Wind</p><p>In contrast, in the second quarter, a total of 561 institutions lightened their positions in Ali. Statistics show that there are 332 companies with a reduction rate of less than 20%, and 136 companies with a reduction rate of 20% ~50%. Among the 93 institutions that have reduced their positions by> 50%, 39 have reduced their positions by more than 80%, such as BLACKROCK INC. (<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>) reduced their positions by 88.28%, and the market value of their positions dropped to $2.23 billion from $19.01 billion at the end of the first quarter of this year. In addition, STATE STREET CORP (U.S.<a href=\"https://laohu8.com/S/STT\">State Street Corp</a>) The reduction rate is also as high as 86.23%;</p><p>Table 2 Main lightening Ali institutions in the second quarter (part)</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210822164312662v154fvtq2a3wmt8\" tg-width=\"633\" tg-height=\"835\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Data Source: Wind</p><p><b>Share price \"halved\" market value shrank over 400 billion dollars</b></p><p>\"Regulation\" fully reflects that valuations have become \"attractive\"</p><p>As of the close of August 19th, Eastern Time, Alibaba (BABA.US) plunged by 6.85% on the same day, setting a new low for the year. Since the beginning of this year, Ali's cumulative decline has reached 31%. Since the high point on October 27th last year, the cumulative decline has been nearly 50%, almost \"halved\".</p><p>Figure 3 Alibaba's share price performance</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210822164323739v154cu4vh1o2d6g\" tg-width=\"1080\" tg-height=\"471\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Data Source: Wind</p><p>With the fall of the stock price, Ali's market value has shrunk sharply. At present, Ali's latest market value is about 436.4 billion USD, a shrinkage of 187.9 billion USD compared with 624.3 billion USD at the beginning of the year, and a shrinkage of 414.3 billion USD compared with the high of 850.7 billion USD on October 27th last year.</p><p>Figure 4 Changes in Ali's market value (USD 100 million)</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210822164325203v154avjz8v2h2jh\" tg-width=\"803\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Data Source: Wind</p><p>Further, Ali's valuation level has also declined further. Since the beginning of this year, Ali's valuation has maintained between 20 and 30 times, and the latest valuation is only about 20 times.</p><p>Figure 5 Changes in Alibaba's valuation level</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210822164331028v15445zmhdffl5o\" tg-width=\"814\" tg-height=\"301\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Data Source: Wind</p><p><b>Ali's long-term investment value is gradually highlighted</b></p><p><b>However, it is not recommended to rush to \"bargain-hunting\"</b></p><p>In the second quarter, most investment institutions held a \"positive attitude\" towards Ali, and brokers also gave Ali an \"optimistic prediction\".</p><p>such as<a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>According to its research report released in early August, Alibaba released its FY2022Q1 results, and its core business grew steadily. It believes that the continuous adjustment of the stock price has reflected the pessimistic expectation of the company's new business investment on the impact of performance growth and the decline in valuation preference brought by regulatory risks. With the continuous advancement of Alibaba's new business, the company's technology and service capabilities have shown a significant improvement trend. The company still has a good comparative competitive advantage, and maintains an optimistic judgment on the company's medium and long-term development.</p><p><a href=\"https://laohu8.com/S/600999\">China Merchants Securities</a>(Hong Kong) believes that the playing field has become more level as regulators prohibit price dumping to promote sales, and Alibaba's advantages such as ample cash reserves and strong supply chain capabilities (such as<a href=\"https://laohu8.com/S/06808\">Sun Art Retail</a>In the supply of fresh food and FMCG categories), it can be more prominent. In addition, Ali promised to focus on long-term value and will increase investment in supply chains, compliance capabilities and infrastructure.</p><p>Some people think that Ali's \"current valuation is already attractive\", but it is still too early to \"bargain-hunting\". For example, Snowball Big V @ Chen Damei Stock Investment said that Ali's valuation reached a new low, \"but it will not rush to bargain...\".</p><p>According to the feedback of many investors interviewed by Red Weekly, the vast majority of Ali's long-term investment value are \"bullish\", but in the short term, the fluctuations caused by the reduction of risk appetite may continue.</p><p>This may also lead to the fact that although it is a well-known saying that investment requires \"being a friend of time\", there may still be a few people who can really do it in practice.</p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108221643477c31a0c8&s=b\">证券市场红周刊</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"BABA":"阿里巴巴","GS":"高盛","09988":"阿里巴巴-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108221643477c31a0c8&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2161474406","content_text":"受监管阴影等因素影响的互联网电商巨头——阿里巴巴,股价不断创下年内新低,市值大幅缩水。但据阿里的美股二季度机构持仓来看,在1757家持仓机构中,约7成机构给予了阿里“赞成票”,对于阿里的未来预期,机构的态度远未“如此悲观。” 在机构来看,受“监管导致的偏好下降”已获充分反映,另有观点认为,阿里“目前估值已经颇具吸引力”,但“抄底时机”还为时尚早。\n二季度外资机构近7成“看多”阿里\n高盛、施罗德、摩根等机构增持\n截至美东时间8月19日收盘(下同),美股机构披露的持仓数据显示,二季度,机构对阿里的调仓整体偏“乐观”。\n如13F最新披露数据显示,截至二季度末,共有1757家机构持仓阿里,与第一季度1749家的持仓数量基本持平。进一步来看,在二季度1757家持仓阿里机构中,给予增持、持仓未变、新进的机构家数分别为703、245、248,合计为1196家,占二季度持仓阿里机构比例为68%。与之相对,减持、清仓的机构分别为561、240家。\n受股价重挫影响,二季度末,机构持仓阿里的总市值为1495亿美元,该持仓市值水平已经降至近五个季度最低水平。此外,机构的持仓占比也在不断下降,最新的持股比例为24.34%。\n纵向对比来看,截至2020-6-30,机构持仓阿里占比为44.11%,持仓市值为2552亿美元;截至2020-09-30,机构持仓阿里占比和市值分别为40.73%与3212亿美元;截至2020-12-31,持股占比和市值分别为36.19%与2283亿美元;截至2021-3-30则分别为32.55%与2000亿美元。\n图1 机构近五个季度持仓阿里\n\n数据来源:Wind\n从增持名单来看,高盛(GOLDMAN SACHS GROUP INC)目前持仓阿里市值最高,达69亿美元,二季度,高盛增仓阿里23.86%,目前,为高盛二季度第五大重仓股。(注:高盛二季度总持仓市值为4463亿美元)\n值得一提的是,高盛对阿里的增持并非短期动作,而是“长情行为”。据Wind数据显示,曾在2014年3季度,高盛即建仓阿里,当时持仓仅23,032.2万美元,截至今年2季度末,已连续持仓达25个季度,且在其间不断增仓。\n图2 高盛持仓阿里巴巴\n\n数据来源:Wind\n另外,二季度对阿里进行增持且持仓市值居前的公司还包括SCHRODER INVESTMENT MANAGEMENT GROUP(施罗德投资管理集团)、MORGAN STANLEY(摩根士丹利)、PRIMECAP管理公司等。\n表1 二季度主要增仓阿里机构(部分)\n\n数据来源:Wind\n与之相对,二季度,共有561家机构对阿里进行了减仓。统计显示,减仓幅度<20%的公司332家,减仓幅度在20%~50%的公司有136家。减仓幅度>50%的机构有93家,其中有39家机构减仓超过80%,如BLACKROCK INC.(贝莱德)减仓达88.28 %,持仓市值由今年一季度末的190.1亿美元降至22.3亿美元。此外,STATE STREET CORP(美国道富银行)减仓幅度同样高达86.23 %;\n表2 二季度主要减仓阿里机构(部分)\n\n数据来源:Wind\n股价“腰斩”市值缩水超4000亿美元\n“监管”充分反映估值已具“吸引力\n截至美东时间8月19日收盘,阿里巴巴(BABA.US)当日重挫6.85%,刷新年内新低,今年以来,阿里累计跌幅已经达到了31%。而自去年10月27日高点至今,累计跌幅已近50%,几近“腰斩”。\n图3 阿里股价表现\n\n数据来源:Wind\n伴随股价下跌,阿里市值大幅缩水。目前来看,阿里最新市值为约4364亿美元,相较于年初6243亿美元缩水1879亿美元,相较于去年10月27日高点8507亿美元市值缩水4143亿美元。\n图4 阿里市值变化(亿美元)\n\n数据来源:Wind\n进一步来看,阿里估值水平也出现进一步下降。今年以来,阿里估值多保持在20倍~30倍之间,最新估值仅在20倍左右。\n图5 阿里估值水平变化\n\n数据来源:Wind\n阿里长线投资价值逐步凸显\n但不建议贸然“抄底”\n与二季度多数投资机构对阿里持有“积极态度”相通,券商也同样给予阿里“乐观预判”。\n如中信证券,据其8月上旬发布的研究报告指出,阿里巴巴发布FY2022Q1业绩,核心商业稳健增长,其认为,股价经过持续调整,已反映公司新业务投入对业绩增长影响的悲观预期,及监管风险带来的估值偏好下降。而伴随着阿里巴巴新业务的不断推进,公司的技术和服务能力呈现明显提升态势,公司依然具有较好的相对竞争优势,维持对公司中长期发展的乐观判断。\n招商证券(香港) 认为,由于监管机构禁止通过价格倾销来促销,竞争环境变得更加公平,而阿里的优势如充足的现金储备,以及强大的供应链能力(如高鑫零售在生鲜、快消品类的供给)则更能被凸显。此外,阿里承诺将着眼于长期价值,并将加大在供应链、履约能力和基础设施上的投入。\n有观点认为,阿里“目前估值已经颇具吸引力”,但“抄底时机”还为时尚早。如雪球大V@陈达美股投资表示,阿里的估值创新低,“但不会贸然抄底...”。\n而从《红周刊》采访的多位投资人反馈来看,对于阿里的长期投资价值 ,“看多”的占绝大多数,但短期而言,风险偏好降低带来的波动或仍将持续。\n这也可能就会导致,虽然投资需要“做时间的朋友”是个人尽皆知的良言,但实操中真正能做到的可能仍是少数。","news_type":1,"symbols_score_info":{"48391":0.6,"48454":0.6,"48469":0.6,"48473":0.6,"48477":0.6,"48522":0.6,"48566":0.6,"48568":0.6,"48622":0.6,"48711":0.6,"BABA":0.9,"09988":0.6,"GS":0.9}},"isVote":1,"tweetType":1,"viewCount":3259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182256042,"gmtCreate":1623581157186,"gmtModify":1704206577588,"author":{"id":"3457141092286042","authorId":"3457141092286042","name":"价值投机投资","avatar":"https://static.tigerbbs.com/be23b46444ac2a96142fb1b29256fc15","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3457141092286042","idStr":"3457141092286042"},"themes":[],"title":"","htmlText":"byd","listText":"byd","text":"byd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182256042","repostId":"2142057207","repostType":2,"repost":{"id":"2142057207","kind":"news","pubTimestamp":1623469143,"share":"https://ttm.financial/m/news/2142057207?lang=en_US&edition=fundamental","pubTime":"2021-06-12 11:39","market":"hk","language":"zh","title":"BYD insists on using lithium iron phosphate batteries! Wang Chuanfu: China can't be stuck with cobalt and nickel neck","url":"https://stock-news.laohu8.com/highlight/detail?id=2142057207","media":"腾讯新闻","summary":"王传福表示,比亚迪从2008年就决定坚持使用磷酸铁锂电池,这背后的主要原因是,三元电池用了很多钴、镍,中国没有钴、镍也很少,中国不能从石油的卡脖子转成钴、镍的卡脖子,真正大规模使用的电池不能依赖稀有金属。比亚迪在去年3月推出了首创的刀片电池,让电池的发展走上更健康、可持续的道路。中国电动车装载磷酸铁锂电池的比例已上升至50%,还在继续上升。磷酸铁锂电池更安全,不被稀有金属卡脖子,成本也更有竞争力。","content":"<p><html><body><article>On the evening of June 9, the 2021 Yabuli Chinese Entrepreneurs Forum \"China's Business Mind\" was held.<a href=\"https://laohu8.com/S/01211\">BYD Shares</a>Wang Chuanfu, Chairman and President of Co., Ltd., also issued a comment on<a href=\"https://laohu8.com/S/002594\">BYD</a>Strategy and NEV industry perceptions.</p><p>Wang Chuanfu said that BYD decided to stick to lithium iron phosphate batteries since 2008. The main reason behind this is that,<strong>Ternary batteries use a lot of cobalt and nickel, and China has no cobalt and very little nickel. China can't change from the stuck neck of oil to the stuck neck of cobalt and nickel, and the batteries that are really used on a large scale can't rely on rare metals.</strong></p><p>The development of electric vehicles has brought many safety problems: spontaneous combustion, explosion and combustion. BYD launched its first blade battery in March last year, putting the development of batteries on a healthier and sustainable path.</p><p>Today's blade battery solves the problem of energy density and safety, and deletes \"spontaneous combustion\" from the dictionary of new energy vehicles.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210612114324403d17321fmbv59acs\"/>In 2008, everyone was most concerned about the cruising range of new energy vehicles, but now everyone is most concerned about safety.<strong>Only by solving the pain points of the market can the blade battery truly capture the market.</strong></p><p>The proportion of lithium iron phosphate batteries in electric vehicles in China has risen to 50% and continues to rise.<strong>Lithium iron phosphate batteries are safer, not stuck by rare metals, and more competitive in cost.</strong></p><p>In addition, Wang Chuanfu also said that the development momentum of new energy vehicles this year is very good, and BYD has ushered in an unprecedented period of development and growth. BYD's achievements today depend on persistence.</p><p>In 2008, BYD released a promotional video. At that time, many people couldn't understand it. Is battery energy storage possible? Are electric cars possible?</p><p>An entrepreneur should have a good strategic vision, but more importantly, persistence.<strong>BYD announced it was making electric cars, and its stock price fell 40%,<a href=\"https://laohu8.com/S/000591\">Solar energy</a>Lost a lot of money, but BYD has always insisted.</strong>In 2008, electric cars could only achieve 300 kilometers of mileage, but now they can reach 600 kilometers.</p><p>BYD, build your dream, this dream is the \"green\" dream. From the first industrial revolution to now, 260 years ago, we have used up half of fossil energy in 260 years. What will mankind do in another 250 years?</p><p>How to solve the energy problem? How to solve sustainability problems? That is the responsibility of the entrepreneur.</p><p>In 2008, BYD proposed to develop electric vehicles by using inexhaustible energy-solar energy and battery energy storage-iron batteries. China imports 72% of its oil, and 70% of imported oil is shipped ashore through the South China Sea. Of all oil, 70 is used in cars. From these data, it can be seen that China's urgency to develop electric vehicles far exceeds that of other countries.</p><p>Being an entrepreneur has little power and can only solve problems from a technical perspective.<strong>At that time, the solar energy was 1.6 euros/watt, equivalent to 15 yuan. At that time, from the technical perspective, BYD believed that it would achieve 1.3 yuan/watt in ten years, and now it has done it.</strong></p><p>At that time, the cycle life of the battery was only 3,000 times, and now iron batteries can do 16,000 times. Electric cars at the time<span>Market share</span>From about equal to 0, the penetration rate is now as high as 11.3%. In September last year, the state proposed that carbon emissions should peak in 2030 and be carbon neutral in 2060, and new energy will usher in development opportunities.</p><p>BYD discovered three outlets in the future in 2008:<strong>Solar and energy storage power stations, electric vehicles and semiconductors based on electric vehicles, these three outlets have ushered in unprecedented opportunities.</strong></p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210612114329910d173aee0i7s0tp5\"/></article></body></html></p>","source":"tencent","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>BYD insists on using lithium iron phosphate batteries! Wang Chuanfu: China can't be stuck with cobalt and nickel neck</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBYD insists on using lithium iron phosphate batteries! Wang Chuanfu: China can't be stuck with cobalt and nickel neck\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">腾讯新闻</strong><span class=\"h-time small\">2021-06-12 11:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><article>On the evening of June 9, the 2021 Yabuli Chinese Entrepreneurs Forum \"China's Business Mind\" was held.<a href=\"https://laohu8.com/S/01211\">BYD Shares</a>Wang Chuanfu, Chairman and President of Co., Ltd., also issued a comment on<a href=\"https://laohu8.com/S/002594\">BYD</a>Strategy and NEV industry perceptions.</p><p>Wang Chuanfu said that BYD decided to stick to lithium iron phosphate batteries since 2008. The main reason behind this is that,<strong>Ternary batteries use a lot of cobalt and nickel, and China has no cobalt and very little nickel. China can't change from the stuck neck of oil to the stuck neck of cobalt and nickel, and the batteries that are really used on a large scale can't rely on rare metals.</strong></p><p>The development of electric vehicles has brought many safety problems: spontaneous combustion, explosion and combustion. BYD launched its first blade battery in March last year, putting the development of batteries on a healthier and sustainable path.</p><p>Today's blade battery solves the problem of energy density and safety, and deletes \"spontaneous combustion\" from the dictionary of new energy vehicles.</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210612114324403d17321fmbv59acs\"/>In 2008, everyone was most concerned about the cruising range of new energy vehicles, but now everyone is most concerned about safety.<strong>Only by solving the pain points of the market can the blade battery truly capture the market.</strong></p><p>The proportion of lithium iron phosphate batteries in electric vehicles in China has risen to 50% and continues to rise.<strong>Lithium iron phosphate batteries are safer, not stuck by rare metals, and more competitive in cost.</strong></p><p>In addition, Wang Chuanfu also said that the development momentum of new energy vehicles this year is very good, and BYD has ushered in an unprecedented period of development and growth. BYD's achievements today depend on persistence.</p><p>In 2008, BYD released a promotional video. At that time, many people couldn't understand it. Is battery energy storage possible? Are electric cars possible?</p><p>An entrepreneur should have a good strategic vision, but more importantly, persistence.<strong>BYD announced it was making electric cars, and its stock price fell 40%,<a href=\"https://laohu8.com/S/000591\">Solar energy</a>Lost a lot of money, but BYD has always insisted.</strong>In 2008, electric cars could only achieve 300 kilometers of mileage, but now they can reach 600 kilometers.</p><p>BYD, build your dream, this dream is the \"green\" dream. From the first industrial revolution to now, 260 years ago, we have used up half of fossil energy in 260 years. What will mankind do in another 250 years?</p><p>How to solve the energy problem? How to solve sustainability problems? That is the responsibility of the entrepreneur.</p><p>In 2008, BYD proposed to develop electric vehicles by using inexhaustible energy-solar energy and battery energy storage-iron batteries. China imports 72% of its oil, and 70% of imported oil is shipped ashore through the South China Sea. Of all oil, 70 is used in cars. From these data, it can be seen that China's urgency to develop electric vehicles far exceeds that of other countries.</p><p>Being an entrepreneur has little power and can only solve problems from a technical perspective.<strong>At that time, the solar energy was 1.6 euros/watt, equivalent to 15 yuan. At that time, from the technical perspective, BYD believed that it would achieve 1.3 yuan/watt in ten years, and now it has done it.</strong></p><p>At that time, the cycle life of the battery was only 3,000 times, and now iron batteries can do 16,000 times. Electric cars at the time<span>Market share</span>From about equal to 0, the penetration rate is now as high as 11.3%. In September last year, the state proposed that carbon emissions should peak in 2030 and be carbon neutral in 2060, and new energy will usher in development opportunities.</p><p>BYD discovered three outlets in the future in 2008:<strong>Solar and energy storage power stations, electric vehicles and semiconductors based on electric vehicles, these three outlets have ushered in unprecedented opportunities.</strong></p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210612114329910d173aee0i7s0tp5\"/></article></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202106121143317c13add3&s=b\">腾讯新闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c98d33d3369990730a901b19fedfe1d4","relate_stocks":{"00285":"比亚迪电子","01211":"比亚迪股份","002594":"比亚迪"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202106121143317c13add3&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2142057207","content_text":"6月9日晚上,2021年亚布力中国企业家论坛“中国商业心灵”举行,比亚迪股份有限公司董事长兼总裁王传福,也发表了对比亚迪战略和新能源汽车行业的看法。王传福表示,比亚迪从2008年就决定坚持使用磷酸铁锂电池,这背后的主要原因是,三元电池用了很多钴、镍,中国没有钴、镍也很少,中国不能从石油的卡脖子转成钴、镍的卡脖子,真正大规模使用的电池不能依赖稀有金属。电动车发展带来了很多安全问题:自燃、爆炸、燃烧。比亚迪在去年3月推出了首创的刀片电池,让电池的发展走上更健康、可持续的道路。如今的刀片电池解决了能量密度问题,更解决了安全问题,将“自燃”从新能源车的字典中删除。2008年关于新能源车大家最关心续航里程,如今大家最关心的是安全问题。刀片电池解决了市场痛点,才能真正抓住市场。中国电动车装载磷酸铁锂电池的比例已上升至50%,还在继续上升。磷酸铁锂电池更安全,不被稀有金属卡脖子,成本也更有竞争力。此外,王传福还表示,今年新能源车发展势头都很好,比亚迪迎来从未有过的发展期和成长期,比亚迪今天的成绩靠的是坚持。2008年比亚迪发布宣传片,当时很多人都看不懂,电池储能可能吗?电动车可能实现吗?一个企业家要有很好的战略眼光,但是更重要的是坚持。比亚迪宣布做电动车,股价跌了40%,太阳能亏了很多钱,但比亚迪始终在坚持。2008年电动车只能做到300公里里程,现在可以达到600公里。BYD,build your dream,这个梦想是“绿色”的梦想。人类从第一次工业革命到现在260年,260年,我们已经用掉了一半的化石能源,再过250年人类怎么办?如何解决能源问题?如何解决可持续发展问题?这就是企业家的责任。比亚迪在2008年提出,要利用用之不竭的能源——太阳能,利用电池储能——铁电池,发展电动车。中国72%的石油依靠进口,进口石油中70%通过南海运到岸上。在所有石油中,70用于汽车。从这些数据看出,中国发展电动车的紧迫性远超其他国家。作为企业家没有什么权力,只能从技术角度解决问题。当时的太阳能1.6欧元/瓦,相当于15元人民币,当时比亚迪从技术的眼光,相信十年后会做到1.3元/瓦,现在做到了。电池当时的循环寿命只有3000次,现在铁电池可以做的16000次。电动车当时的市场占有率从约等于0,现在的渗透率已经高达11.3%。去年九月国家提出2030年碳达峰,2060年碳中和,新能源迎来发展的机遇。比亚迪在2008年就发现了未来的三个风口:太阳能和储能电站、电动车、基于电动车的半导体,这三个风口迎来了前所未有的机遇。","news_type":1,"symbols_score_info":{"01211":1,"00285":1,"002594":1}},"isVote":1,"tweetType":1,"viewCount":3575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}