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勇敢的心2017_11

勇敢的心2017_11

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勇敢的心2017_11

2022-06-01

看来马斯克要学习马云了

马斯克发全员信要求结束远程办公：至少坐班40小时才能居家办公

勇敢的心2017_11

2022-05-28

别发这种帖子没啥用。还不是这几天大盘好。如果大盘差跌死他

抱歉，原内容已删除

勇敢的心2017_11

2022-05-21

$洛克希德马丁(LMT)$这个股票什么时候买入获得股息有人知道么

勇敢的心2017_11

2022-04-12

$Senstar Technologies(SNT)$这个股息这么高？

勇敢的心2017_11

2022-03-21

$MFA Financial(MFA)$什么时候买入可以获得分红有人知道么

勇敢的心2017_11

2021-12-20

$NQ100指数主连 2203(NQmain)$ 裂开了跌这么凶

勇敢的心2017_11

2021-12-10

$NQ100指数主连 2112(NQmain)$ 今天星期五。然后买入。盘前出咯

勇敢的心2017_11

2021-11-12

$Lucid Group Inc(LCID)$周一是财报日么，

勇敢的心2017_11

2021-11-07

$BioNTech SE(BNTX)$这个财报好还是坏

勇敢的心2017_11

2021-11-06

$贝壳(BEKE)$财报涨还是跌，

勇敢的心2017_11

2021-08-17

$京东(JD)$以为抽他底没想到被他抽家

勇敢的心2017_11

2021-03-11

$景顺抵押资本(IVR)$这个股票啥时候可以分红和派息哈

勇敢的心2017_11

2020-12-08

$百思买(BBY)$等你有一根阳线我就买入

勇敢的心2017_11

2020-12-01

跌就说泡沫。想就说看未来。我也是醉。马后炮。

抱歉，原内容已删除

勇敢的心2017_11

2020-09-26

$台积电(TSM)$无语。大盘涨这么多。你一点也不动。

勇敢的心2017_11

2020-09-25

$Amesite Inc.(AMST)$ 沙发能涨几个点？

勇敢的心2017_11

2020-09-17

$Vaxart, Inc(VXRT)$ 盘前猛跌怕了出了后悔死

勇敢的心2017_11

2020-09-13

草。高了就唱空资本家真会玩

抱歉，原内容已删除

勇敢的心2017_11

2020-09-08

怎么回事

$Applied UV Inc(AUVI)$怎么涨这么厉害

勇敢的心2017_11

2020-08-20

这财报会大跌么

抱歉，原内容已删除

去老虎APP查看更多动态

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href=https://www.toutiao.com/article/7104170199552623141/?app=news_article&timestamp=1654089625&use_new_style=1&req_id=202206012120250101410451340E070EA3&group_id=7104170199552623141&share_token=EDF78475-06FD-4002-B427-4F4DEC312D26&tt_from=weixin&utm_source=weixin&utm_medium=toutiao_ios&utm_campaign=client_share&wxshare_count=1&wid=1654089657809><strong>三言财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月1日消息，根据一封马斯克发表的特斯拉全员信截图显示，马斯克要求所有希望远程工作的员工每周至少在办公室工作40小时，否则就该离开特斯拉。截图显示，这封信发表于当地时间5月31日，马斯克表示，每周至少在办公室工作40小时的员工才可进行远程工作。他还特地强调“至少40小时”，并且称这个要求比对工厂工人的要求还要低。马斯克还表示，对于部分存在特别情况无法做到上述要求的人，马斯克将亲自对这些例外情况直接...</p>\n\n<a href=\"https://www.toutiao.com/article/7104170199552623141/?app=news_article&timestamp=1654089625&use_new_style=1&req_id=202206012120250101410451340E070EA3&group_id=7104170199552623141&share_token=EDF78475-06FD-4002-B427-4F4DEC312D26&tt_from=weixin&utm_source=weixin&utm_medium=toutiao_ios&utm_campaign=client_share&wxshare_count=1&wid=1654089657809\">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":{"TSLA":"特斯拉"},"source_url":"https://www.toutiao.com/article/7104170199552623141/?app=news_article&timestamp=1654089625&use_new_style=1&req_id=202206012120250101410451340E070EA3&group_id=7104170199552623141&share_token=EDF78475-06FD-4002-B427-4F4DEC312D26&tt_from=weixin&utm_source=weixin&utm_medium=toutiao_ios&utm_campaign=client_share&wxshare_count=1&wid=1654089657809","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190178627","content_text":"6月1日消息，根据一封马斯克发表的特斯拉全员信截图显示，马斯克要求所有希望远程工作的员工每周至少在办公室工作40小时，否则就该离开特斯拉。截图显示，这封信发表于当地时间5月31日，马斯克表示，每周至少在办公室工作40小时的员工才可进行远程工作。他还特地强调“至少40小时”，并且称这个要求比对工厂工人的要求还要低。马斯克还表示，对于部分存在特别情况无法做到上述要求的人，马斯克将亲自对这些例外情况直接审查和批准。此外，马斯克还强调，所谓“办公室”不能是与工作职责无关的远程分支机构。他举例称，若一名员工负责弗里蒙特（Fremont）工厂人力管理，但却将办公室设置在另一个州，这是不被允许的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":614438739,"gmtCreate":1653709609626,"gmtModify":1704857979885,"author":{"id":"3474511507711961","authorId":"3474511507711961","name":"勇敢的心2017_11","avatar":"https://static.tigerbbs.com/e710ae62f73bd044b252006510ccab1c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3474511507711961","idStr":"3474511507711961"},"themes":[],"htmlText":"别发这种帖子没啥用。还不是这几天大盘好。如果大盘差 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height=\"auto\"/></p><p>截图显示，这封信发表于当地时间5月31日，马斯克表示，每周至少在办公室工作40小时的员工才可进行远程工作。他还特地强调“至少40小时”，并且称这个要求比对工厂工人的要求还要低。</p><p>马斯克还表示，对于部分存在特别情况无法做到上述要求的人，马斯克将亲自对这些例外情况直接审查和批准。</p><p>此外，马斯克还强调，所谓“办公室”不能是与工作职责无关的远程分支机构。他举例称，若一名员工负责弗里蒙特（Fremont）工厂人力管理，但却将办公室设置在另一个州，这是不被允许的。</p></body></html>","source":"sycaijing","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>马斯克发全员信要求结束远程办公：至少坐班40小时才能居家办公</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马斯克发全员信要求结束远程办公：至少坐班40小时才能居家办公\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-01 21:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.toutiao.com/article/7104170199552623141/?app=news_article&timestamp=1654089625&use_new_style=1&req_id=202206012120250101410451340E070EA3&group_id=7104170199552623141&share_token=EDF78475-06FD-4002-B427-4F4DEC312D26&tt_from=weixin&utm_source=weixin&utm_medium=toutiao_ios&utm_campaign=client_share&wxshare_count=1&wid=1654089657809><strong>三言财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月1日消息，根据一封马斯克发表的特斯拉全员信截图显示，马斯克要求所有希望远程工作的员工每周至少在办公室工作40小时，否则就该离开特斯拉。截图显示，这封信发表于当地时间5月31日，马斯克表示，每周至少在办公室工作40小时的员工才可进行远程工作。他还特地强调“至少40小时”，并且称这个要求比对工厂工人的要求还要低。马斯克还表示，对于部分存在特别情况无法做到上述要求的人，马斯克将亲自对这些例外情况直接...</p>\n\n<a href=\"https://www.toutiao.com/article/7104170199552623141/?app=news_article&timestamp=1654089625&use_new_style=1&req_id=202206012120250101410451340E070EA3&group_id=7104170199552623141&share_token=EDF78475-06FD-4002-B427-4F4DEC312D26&tt_from=weixin&utm_source=weixin&utm_medium=toutiao_ios&utm_campaign=client_share&wxshare_count=1&wid=1654089657809\">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":{"TSLA":"特斯拉"},"source_url":"https://www.toutiao.com/article/7104170199552623141/?app=news_article&timestamp=1654089625&use_new_style=1&req_id=202206012120250101410451340E070EA3&group_id=7104170199552623141&share_token=EDF78475-06FD-4002-B427-4F4DEC312D26&tt_from=weixin&utm_source=weixin&utm_medium=toutiao_ios&utm_campaign=client_share&wxshare_count=1&wid=1654089657809","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190178627","content_text":"6月1日消息，根据一封马斯克发表的特斯拉全员信截图显示，马斯克要求所有希望远程工作的员工每周至少在办公室工作40小时，否则就该离开特斯拉。截图显示，这封信发表于当地时间5月31日，马斯克表示，每周至少在办公室工作40小时的员工才可进行远程工作。他还特地强调“至少40小时”，并且称这个要求比对工厂工人的要求还要低。马斯克还表示，对于部分存在特别情况无法做到上述要求的人，马斯克将亲自对这些例外情况直接审查和批准。此外，马斯克还强调，所谓“办公室”不能是与工作职责无关的远程分支机构。他举例称，若一名员工负责弗里蒙特（Fremont）工厂人力管理，但却将办公室设置在另一个州，这是不被允许的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879666755,"gmtCreate":1636718831494,"gmtModify":1636718831494,"author":{"id":"3474511507711961","authorId":"3474511507711961","name":"勇敢的心2017_11","avatar":"https://static.tigerbbs.com/e710ae62f73bd044b252006510ccab1c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474511507711961","authorIdStr":"3474511507711961"},"themes":[],"htmlText":"<a 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今天星期五。然后买入。盘前出咯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605062168","isVote":1,"tweetType":1,"viewCount":2882,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845994428,"gmtCreate":1636260550294,"gmtModify":1636260550294,"author":{"id":"3474511507711961","authorId":"3474511507711961","name":"勇敢的心2017_11","avatar":"https://static.tigerbbs.com/e710ae62f73bd044b252006510ccab1c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474511507711961","authorIdStr":"3474511507711961"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>这个财报好还是坏","listText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>这个财报好还是坏","text":"$BioNTech SE(BNTX)$这个财报好还是坏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845994428","isVote":1,"tweetType":1,"viewCount":3184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392868610,"gmtCreate":1607422854030,"gmtModify":1703847762609,"author":{"id":"3474511507711961","authorId":"3474511507711961","name":"勇敢的心2017_11","avatar":"https://static.tigerbbs.com/e710ae62f73bd044b252006510ccab1c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474511507711961","authorIdStr":"3474511507711961"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BBY\">$百思买(BBY)$</a>等你有一根阳线我就买入","listText":"<a href=\"https://laohu8.com/S/BBY\">$百思买(BBY)$</a>等你有一根阳线我就买入","text":"$百思买(BBY)$等你有一根阳线我就买入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392868610","isVote":1,"tweetType":1,"viewCount":1597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":974649437,"gmtCreate":1601044964829,"gmtModify":1703823477921,"author":{"id":"3474511507711961","authorId":"3474511507711961","name":"勇敢的心2017_11","avatar":"https://static.tigerbbs.com/e710ae62f73bd044b252006510ccab1c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474511507711961","authorIdStr":"3474511507711961"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMST\">$Amesite Inc.(AMST)$</a> 沙发 能涨几个点？","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMST\">$Amesite Inc.(AMST)$</a> 沙发 能涨几个点？","text":"$Amesite Inc.(AMST)$ 沙发 能涨几个点？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/974649437","isVote":1,"tweetType":1,"viewCount":1823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":972013142,"gmtCreate":1599975456686,"gmtModify":1703820049266,"author":{"id":"3474511507711961","authorId":"3474511507711961","name":"勇敢的心2017_11","avatar":"https://static.tigerbbs.com/e710ae62f73bd044b252006510ccab1c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474511507711961","authorIdStr":"3474511507711961"},"themes":[],"htmlText":"草。高了就唱空 资本家真会玩","listText":"草。高了就唱空 资本家真会玩","text":"草。高了就唱空 资本家真会玩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/972013142","repostId":"1159674551","repostType":2,"repost":{"id":"1159674551","kind":"news","weMediaInfo":{"introduction":"全球第五大财经门户网站Investing.com中国官方微信，提供全球各国海量金融资讯和实时行情数据，包括股票股指、外汇、期货、基金、债券、加密货币等。关注全球金融市场动态的投资者千万不可错过。","home_visible":1,"media_name":"英为财情Investing","id":"92","head_image":"https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313"},"pubTimestamp":1599794747,"share":"https://www.laohu8.com/m/news/1159674551?lang=&edition=full","pubTime":"2020-09-11 11:25","market":"us","language":"zh","title":"阿克琉斯之踵暴露在外，苹果比其他科技股更脆弱？","url":"https://stock-news.laohu8.com/highlight/detail?id=1159674551","media":"英为财情Investing","summary":"随着美股的抛售加剧，投资者纷纷选择避险，科技股也俨然成为了市场中最脆弱的一环，此前，科技股已经经历了几个月的强劲上涨，估值被推高至了互联网时代的最高水平。\n而在这一过程中，iPhone的制造商苹果公司","content":"<p>随着美股的抛售加剧，投资者纷纷选择避险，科技股也俨然成为了市场中最脆弱的一环，此前，科技股已经经历了几个月的强劲上涨，估值被推高至了互联网时代的最高水平。</p>\n<p>而在这一过程中，iPhone的制造商<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司眼下却面临着比<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>这两家市值万亿美元的科技巨头，更大的风险。</p>\n<p><img src=\"https://static.tigerbbs.com/019f8298cc4bb3ac56b8238bcfc2a756\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>根据英为财情Investing.com的行情数据显示，苹果从今年3月到9月1日这段时间，股价反弹了80%以上，但是，9月以来，该股也累计下跌逾12%，昨日收于113.49美元，当日跌3.26%。鉴于此，我们进一步总结了苹果正在面临的三大风险，投资者需要警惕：</p>\n<p><b>风险一：苹果对手机业务的高依赖性</b></p>\n<p>投资者之所以对苹果公司另眼相看的主要原因之一就是，该公司成功推动了收入基础的多元化，让其收入超越iPhone这一单一业务。近年来，苹果已经逐步证明，当期旗舰产品需求减弱时，公司仍然可以利用庞大的客户群体来开辟新的增长领域。</p>\n<p>2019财年，苹果的iPhone业务约占到总销售额的55%，而包括Apple Music、电影点播、应用程序下载在内的服务业务约占到总收入的18%。</p>\n<p>尽管业绩令人印象深刻，但是一些分析师认为，服务业务的增长仍然还不足以弥补硬件业务的下滑。<a href=\"https://laohu8.com/S/GS\">高盛</a>本周就将公司的目标价下调了33%，至每股80美元。高盛指出，苹果的非iPhone个业务无法让苹果再次成为一家真正的成长型公司。</p>\n<p>就像分析师说的那样，“我们对苹果的总体看法是基于一个想法，即iPhone是一个非常难以效仿的产品，服务和可穿戴设备的规模可能不足以让该公司恢复增长。”</p>\n<p>此外，高盛还将苹果和<a href=\"https://laohu8.com/S/INTC\">英特尔</a>进行了比较，称，该公司的数据中心业务不足以抵消个人电脑市场的下滑，这导致了苹果股价从2012年以来其实一直表现较为纠结。</p>\n<p><b>风险二：中国市场敞口过大</b></p>\n<p>随着全球贸易关系波动加大，大型科技股中，苹果受到的影响最大。</p>\n<p>过去今年，苹果在中国已经建立了一套完整而庞大的供应链网络，本意是降低成本。然而，这也让其成为了美国大型科技股中对中国敞口最大的股票之一。</p>\n<p>据估算，这家总部位于加州的科技巨头，在苹果供应链中雇佣了200万名员工，此外，参与苹果程序开发的技术人员的数量也差不多是200万。该公司设计和销售的大部分产品在美国，但是组装却在中国，几乎所有的iPhone都是由富士康完成。</p>\n<p>由于眼下的全球贸易前景和外交关系的能见度较低，这也给苹果带来了不可忽视的风险。</p>\n<p><b>风险三：高估值</b></p>\n<p>苹果目前的市值约为2万亿，市盈率超过31倍，这是10多年以来，该公司最高的市盈率。</p>\n<p>在华尔街中，有很多正当的理由助长了这种乐观的情绪，促使分析师重新评估这只股票，其中包括苹果可能将在今年晚些时候推出首款5G iPhone，以及公司的服务收入继续增长，并使其对交易硬件方面的依赖降低。</p>\n<p>但是现在该公司的股价已经达到了完美的水平，后市恐怕已经没有多少空间了。</p>\n<p>本周，有媒体报道称，苹果的最新系列iPhone预计将会在9月中旬到10月初推出，此后苹果的股价遭到抛售加速。因为，新iPhone预计在8月底开始制造，但是消息人士表示，苹果预计今年生产7500万部iPhone，远低于其订购配件的8000万部。苹果可能计划将剩余的产品生产推迟到2021年初。</p>\n<p>高盛的报告称，为了给苹果的股价带来积极的影响，并反驳这一观点，我们希望可以看到苹果的营收/息税前利润不断超过普遍预期，并且营收和利润保持增长。</p>\n<p><b>总 结</b></p>\n<p>在当前的市场整理阶段，苹果公司面临着比其他科技公司更大的下行风险。但是在我们看来，这种弱势是健康的，后市有望为投资者提供一个更加合理的买入良机。</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>阿克琉斯之踵暴露在外，苹果比其他科技股更脆弱？</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{ 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class=\"title\">\n阿克琉斯之踵暴露在外，苹果比其他科技股更脆弱？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/92\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">英为财情Investing </p>\n<p class=\"h-time\">2020-09-11 11:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>随着美股的抛售加剧，投资者纷纷选择避险，科技股也俨然成为了市场中最脆弱的一环，此前，科技股已经经历了几个月的强劲上涨，估值被推高至了互联网时代的最高水平。</p>\n<p>而在这一过程中，iPhone的制造商<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司眼下却面临着比<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>这两家市值万亿美元的科技巨头，更大的风险。</p>\n<p><img src=\"https://static.tigerbbs.com/019f8298cc4bb3ac56b8238bcfc2a756\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>根据英为财情Investing.com的行情数据显示，苹果从今年3月到9月1日这段时间，股价反弹了80%以上，但是，9月以来，该股也累计下跌逾12%，昨日收于113.49美元，当日跌3.26%。鉴于此，我们进一步总结了苹果正在面临的三大风险，投资者需要警惕：</p>\n<p><b>风险一：苹果对手机业务的高依赖性</b></p>\n<p>投资者之所以对苹果公司另眼相看的主要原因之一就是，该公司成功推动了收入基础的多元化，让其收入超越iPhone这一单一业务。近年来，苹果已经逐步证明，当期旗舰产品需求减弱时，公司仍然可以利用庞大的客户群体来开辟新的增长领域。</p>\n<p>2019财年，苹果的iPhone业务约占到总销售额的55%，而包括Apple Music、电影点播、应用程序下载在内的服务业务约占到总收入的18%。</p>\n<p>尽管业绩令人印象深刻，但是一些分析师认为，服务业务的增长仍然还不足以弥补硬件业务的下滑。<a href=\"https://laohu8.com/S/GS\">高盛</a>本周就将公司的目标价下调了33%，至每股80美元。高盛指出，苹果的非iPhone个业务无法让苹果再次成为一家真正的成长型公司。</p>\n<p>就像分析师说的那样，“我们对苹果的总体看法是基于一个想法，即iPhone是一个非常难以效仿的产品，服务和可穿戴设备的规模可能不足以让该公司恢复增长。”</p>\n<p>此外，高盛还将苹果和<a href=\"https://laohu8.com/S/INTC\">英特尔</a>进行了比较，称，该公司的数据中心业务不足以抵消个人电脑市场的下滑，这导致了苹果股价从2012年以来其实一直表现较为纠结。</p>\n<p><b>风险二：中国市场敞口过大</b></p>\n<p>随着全球贸易关系波动加大，大型科技股中，苹果受到的影响最大。</p>\n<p>过去今年，苹果在中国已经建立了一套完整而庞大的供应链网络，本意是降低成本。然而，这也让其成为了美国大型科技股中对中国敞口最大的股票之一。</p>\n<p>据估算，这家总部位于加州的科技巨头，在苹果供应链中雇佣了200万名员工，此外，参与苹果程序开发的技术人员的数量也差不多是200万。该公司设计和销售的大部分产品在美国，但是组装却在中国，几乎所有的iPhone都是由富士康完成。</p>\n<p>由于眼下的全球贸易前景和外交关系的能见度较低，这也给苹果带来了不可忽视的风险。</p>\n<p><b>风险三：高估值</b></p>\n<p>苹果目前的市值约为2万亿，市盈率超过31倍，这是10多年以来，该公司最高的市盈率。</p>\n<p>在华尔街中，有很多正当的理由助长了这种乐观的情绪，促使分析师重新评估这只股票，其中包括苹果可能将在今年晚些时候推出首款5G iPhone，以及公司的服务收入继续增长，并使其对交易硬件方面的依赖降低。</p>\n<p>但是现在该公司的股价已经达到了完美的水平，后市恐怕已经没有多少空间了。</p>\n<p>本周，有媒体报道称，苹果的最新系列iPhone预计将会在9月中旬到10月初推出，此后苹果的股价遭到抛售加速。因为，新iPhone预计在8月底开始制造，但是消息人士表示，苹果预计今年生产7500万部iPhone，远低于其订购配件的8000万部。苹果可能计划将剩余的产品生产推迟到2021年初。</p>\n<p>高盛的报告称，为了给苹果的股价带来积极的影响，并反驳这一观点，我们希望可以看到苹果的营收/息税前利润不断超过普遍预期，并且营收和利润保持增长。</p>\n<p><b>总 结</b></p>\n<p>在当前的市场整理阶段，苹果公司面临着比其他科技公司更大的下行风险。但是在我们看来，这种弱势是健康的，后市有望为投资者提供一个更加合理的买入良机。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/01dbc703aef1f0437265965f5d121b80","relate_stocks":{"AAPL":"苹果"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159674551","content_text":"随着美股的抛售加剧，投资者纷纷选择避险，科技股也俨然成为了市场中最脆弱的一环，此前，科技股已经经历了几个月的强劲上涨，估值被推高至了互联网时代的最高水平。\n而在这一过程中，iPhone的制造商苹果公司眼下却面临着比亚马逊、微软这两家市值万亿美元的科技巨头，更大的风险。\n\n根据英为财情Investing.com的行情数据显示，苹果从今年3月到9月1日这段时间，股价反弹了80%以上，但是，9月以来，该股也累计下跌逾12%，昨日收于113.49美元，当日跌3.26%。鉴于此，我们进一步总结了苹果正在面临的三大风险，投资者需要警惕：\n风险一：苹果对手机业务的高依赖性\n投资者之所以对苹果公司另眼相看的主要原因之一就是，该公司成功推动了收入基础的多元化，让其收入超越iPhone这一单一业务。近年来，苹果已经逐步证明，当期旗舰产品需求减弱时，公司仍然可以利用庞大的客户群体来开辟新的增长领域。\n2019财年，苹果的iPhone业务约占到总销售额的55%，而包括Apple Music、电影点播、应用程序下载在内的服务业务约占到总收入的18%。\n尽管业绩令人印象深刻，但是一些分析师认为，服务业务的增长仍然还不足以弥补硬件业务的下滑。高盛本周就将公司的目标价下调了33%，至每股80美元。高盛指出，苹果的非iPhone个业务无法让苹果再次成为一家真正的成长型公司。\n就像分析师说的那样，“我们对苹果的总体看法是基于一个想法，即iPhone是一个非常难以效仿的产品，服务和可穿戴设备的规模可能不足以让该公司恢复增长。”\n此外，高盛还将苹果和英特尔进行了比较，称，该公司的数据中心业务不足以抵消个人电脑市场的下滑，这导致了苹果股价从2012年以来其实一直表现较为纠结。\n风险二：中国市场敞口过大\n随着全球贸易关系波动加大，大型科技股中，苹果受到的影响最大。\n过去今年，苹果在中国已经建立了一套完整而庞大的供应链网络，本意是降低成本。然而，这也让其成为了美国大型科技股中对中国敞口最大的股票之一。\n据估算，这家总部位于加州的科技巨头，在苹果供应链中雇佣了200万名员工，此外，参与苹果程序开发的技术人员的数量也差不多是200万。该公司设计和销售的大部分产品在美国，但是组装却在中国，几乎所有的iPhone都是由富士康完成。\n由于眼下的全球贸易前景和外交关系的能见度较低，这也给苹果带来了不可忽视的风险。\n风险三：高估值\n苹果目前的市值约为2万亿，市盈率超过31倍，这是10多年以来，该公司最高的市盈率。\n在华尔街中，有很多正当的理由助长了这种乐观的情绪，促使分析师重新评估这只股票，其中包括苹果可能将在今年晚些时候推出首款5G iPhone，以及公司的服务收入继续增长，并使其对交易硬件方面的依赖降低。\n但是现在该公司的股价已经达到了完美的水平，后市恐怕已经没有多少空间了。\n本周，有媒体报道称，苹果的最新系列iPhone预计将会在9月中旬到10月初推出，此后苹果的股价遭到抛售加速。因为，新iPhone预计在8月底开始制造，但是消息人士表示，苹果预计今年生产7500万部iPhone，远低于其订购配件的8000万部。苹果可能计划将剩余的产品生产推迟到2021年初。\n高盛的报告称，为了给苹果的股价带来积极的影响，并反驳这一观点，我们希望可以看到苹果的营收/息税前利润不断超过普遍预期，并且营收和利润保持增长。\n总 结\n在当前的市场整理阶段，苹果公司面临着比其他科技公司更大的下行风险。但是在我们看来，这种弱势是健康的，后市有望为投资者提供一个更加合理的买入良机。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":976975705,"gmtCreate":1599576050107,"gmtModify":1703818935619,"author":{"id":"3474511507711961","authorId":"3474511507711961","name":"勇敢的心2017_11","avatar":"https://static.tigerbbs.com/e710ae62f73bd044b252006510ccab1c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474511507711961","authorIdStr":"3474511507711961"},"themes":[],"title":"怎么回事","htmlText":"<a href=\"https://laohu8.com/S/AUVI\">$Applied UV Inc(AUVI)$</a>怎么涨这么厉害","listText":"<a href=\"https://laohu8.com/S/AUVI\">$Applied UV Inc(AUVI)$</a>怎么涨这么厉害","text":"$Applied UV Inc(AUVI)$怎么涨这么厉害","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/976975705","isVote":1,"tweetType":1,"viewCount":2015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}