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@woships:$京東物流(02618)$ 好久沒分享了，紀念下。

2023-03-19

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U.S. stocks under the banking crisis: Technology giants become the first choice for defense

2023-03-19

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2023-03-19

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2023-03-17

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@蓝鲨消费:盤點美味伍俊峯:做預製菜要有敬畏之心

2022-12-11

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@经济观察报:國家藥監局已批准40個新冠病毒抗原檢測試劑

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@liukuang:B站又備戰虛擬主播了

2021-03-02

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12:57","market":"us","language":"zh","title":"U.S. stocks under the banking crisis: Technology giants become the first choice for defense","url":"https://stock-news.laohu8.com/highlight/detail?id=1120537961","media":"华尔街见闻","summary":"与初创企业不同，苹果、微软这样的大型科技公司拥有巨额现金储备，主营业务几乎不会受到银行问题的威胁。伴随着美股银行业危机持续，大型科技股重获投资者青睐。在过去的一周里，美股各类非银ETF基金表现亮眼，科","content":"<p><html><head></head><body>Unlike start-ups,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Such large technology companies have huge cash reserves, and their main businesses are hardly threatened by banking problems. As the banking crisis in the U.S. stock market continues, large technology stocks have regained the favor of investors.</p><p>In the past week, various non-bank ETF funds in the U.S. stock market performed well, and technology stock funds (XLK) performed strongly, rising 6.3% in a single week. Followed by the Communications Industry Fund (XLC) and the Public Utilities Fund (XLU), which rose by 6.1% and 4.1% respectively.<img src=\"https://static.tigerbbs.com/ba89e3ce335f1502a7ccddc998ae688d\" tg-width=\"640\" tg-height=\"476\" referrerpolicy=\"no-referrer\"/></p><p>Among them, large technology stocks are the highlight. SPDR Important Constituents<a href=\"https://laohu8.com/S/GOOG\">Google</a>And Meta, which have gained 12.8% and 10%, respectively, over the past week. Tech giants<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Up 10.1%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It rose 7.5%.</p><p><img src=\"https://static.tigerbbs.com/556abe3378ae67a6553af04b0bdb46af\" tg-width=\"640\" tg-height=\"483\" referrerpolicy=\"no-referrer\"/></p><p>The strong performance of large-cap technology stocks is closely related to changes in investor expectations.<b>After the banking crisis broke out, investors were keen to look for companies with stable performance. Unlike start-ups, big tech companies like Apple, Alphabet, and Microsoft have huge cash reserves, making them less vulnerable to balance sheet declines.</b>The first two also pay Dividend-once a no-no in the tech world, but now part of attracting defensive investors.</p><p><b>Besides, the main business of large technology companies is hardly threatened by banking problems.</b>Morningstar analyst Ali Mogharabi believes that the U.S. stock banking crisis will not have \"any substantial impact\" on the online media or advertising companies it covers.</p><p>SVB's bankruptcy is also expected to stabilize the tech giant's existing industry position. Mizuho analyst John Baumgartner said that quite a few startups are closely related to SVB. In addition to the short-term disruption of SVB bankruptcy,<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>The follow-up industry may emphasize that loan companies need to have stronger free cash/profitability, and loan standards are expected to be further improved. This will further limit the ease with which small companies can access financing and enter the industry.</p><p></body></html></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>U.S. stocks under the banking crisis: Technology giants become the first choice for defense</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\">\nU.S. stocks under the banking crisis: Technology giants become the first choice for defense\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2023-03-19 12:57</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Unlike start-ups,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Such large technology companies have huge cash reserves, and their main businesses are hardly threatened by banking problems. As the banking crisis in the U.S. stock market continues, large technology stocks have regained the favor of investors.</p><p>In the past week, various non-bank ETF funds in the U.S. stock market performed well, and technology stock funds (XLK) performed strongly, rising 6.3% in a single week. Followed by the Communications Industry Fund (XLC) and the Public Utilities Fund (XLU), which rose by 6.1% and 4.1% respectively.<img src=\"https://static.tigerbbs.com/ba89e3ce335f1502a7ccddc998ae688d\" tg-width=\"640\" tg-height=\"476\" referrerpolicy=\"no-referrer\"/></p><p>Among them, large technology stocks are the highlight. SPDR Important Constituents<a href=\"https://laohu8.com/S/GOOG\">Google</a>And Meta, which have gained 12.8% and 10%, respectively, over the past week. Tech giants<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Up 10.1%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It rose 7.5%.</p><p><img src=\"https://static.tigerbbs.com/556abe3378ae67a6553af04b0bdb46af\" tg-width=\"640\" tg-height=\"483\" referrerpolicy=\"no-referrer\"/></p><p>The strong performance of large-cap technology stocks is closely related to changes in investor expectations.<b>After the banking crisis broke out, investors were keen to look for companies with stable performance. Unlike start-ups, big tech companies like Apple, Alphabet, and Microsoft have huge cash reserves, making them less vulnerable to balance sheet declines.</b>The first two also pay Dividend-once a no-no in the tech world, but now part of attracting defensive investors.</p><p><b>Besides, the main business of large technology companies is hardly threatened by banking problems.</b>Morningstar analyst Ali Mogharabi believes that the U.S. stock banking crisis will not have \"any substantial impact\" on the online media or advertising companies it covers.</p><p>SVB's bankruptcy is also expected to stabilize the tech giant's existing industry position. Mizuho analyst John Baumgartner said that quite a few startups are closely related to SVB. In addition to the short-term disruption of SVB bankruptcy,<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>The follow-up industry may emphasize that loan companies need to have stronger free cash/profitability, and loan standards are expected to be further improved. This will further limit the ease with which small companies can access financing and enter the industry.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120537961","content_text":"与初创企业不同，苹果、微软这样的大型科技公司拥有巨额现金储备，主营业务几乎不会受到银行问题的威胁。伴随着美股银行业危机持续，大型科技股重获投资者青睐。在过去的一周里，美股各类非银ETF基金表现亮眼，科技股基金（XLK）表现强劲，单周上涨6.3%。其次是通讯行业基金（XLC），公用事业基金（XLU），涨幅分别达到6.1%和4.1%。这其中，大型科技股才是重头戏。SPDR重要成分股谷歌和Meta，过去一周分别上涨了12.8%和10%。科技巨头亚马逊上涨10.1%，特斯拉上涨7.5%。大型科技股的强劲表现与投资者预期变化息息相关。在银行业危机爆发后，投资者热衷于寻找有稳定业绩表现的公司。与初创企业不同，像苹果、Alphabet和微软这样的大型科技公司拥有巨额现金储备，这使它们不那么容易受到资产负债表下滑的影响。前两者还支付股息——这在科技界曾经是个大忌，但现在却是吸引防御性投资者的一部分。除此以外，大型科技公司的主营业务几乎不会受到银行问题的威胁。Morningstar分析师Ali Mogharabi分析认为，美股银行业危机不会对其覆盖的在线媒体或广告公司产生“任何实质性影响”。SVB破产还有望稳固科技巨头现有的行业地位。Mizuho分析师John 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韌性增長”的2022新消費品牌獨角獸峯會在杭州臨平成功舉辦。40餘位嘉賓的強大陣容，消費趨勢、投資方向等精彩內容，吸引了包括消費上市企業創始人、消費投資機構代表和投資人，新消費品牌獨角獸、未來獨角獸企業創始人和高管、數字化服務商等合計1000餘人次到場參加。此外，新浪財經、藍鯊消費視頻號等6個直播渠道還對大會進行了全程直播，總計吸引了83.5萬人次觀看。在峯會現場，盤點美味董事長伍俊峯做了《中式預製菜的機遇與挑戰》主題演講。他認爲，做預製菜一定要有敬畏之心。預製菜一直存在口味與工業化，生產標準化與產品個性化的衝突。從選材開始（原料、輔料、調料、香料）到加工工藝，每個環節都要實行標準化，只有執行標準化，才能確保品質，形成穩定的供應，同時實現規模化生產，降本增效。以下爲伍俊峯演講全文，經藍鯊消費整理，有刪減：圖片大家好，我是上海盤點食品有限公司董事長伍俊峯。非常感謝主辦方給了我這樣的機會能夠跟大家分享一些我的思考。很多人認爲預製菜是一個新型行業，我覺得它根本不是一個新行業，更不是這幾年才催生出的。過去在鄉下辦喜事，需要提前幾天把菜做好。到現場，只需要簡單加熱，再炒幾個素菜就可以上桌了。我們這個行業如果真正地“練”起來它是絕對高大上，如果不這麼認爲，它也不高大上，這是兩個極端的思考方式。01口味個性化與生產工業化的衝突我認爲，中式菜餚的挑戰其實是口味個性化與生產工業化的衝突。舉個例子，兩個朋友一起去吃飯，一個說我想吃點辣的，另一個說我不愛吃辣。兩個人一起走到飯店裏就會很尷尬，往哪兒走呢？解決這個衝突的問題最好的方法是吃鴛鴦火鍋。餐飲裏完全可以做到辣與不辣共存。既要強調標準化，又要講究個性化，這不是很矛盾嗎？在我看來二者其實並不矛盾，是相輔相成的，要在標","listText":"藍鯊導讀：預製菜一直存在口味與工業化，生產標準化與產品個性化的衝突2023年2月25日—26日，由藍鯊消費主辦，主題爲“穿越週期 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href=\"https://laohu8.com/S/02618\">$京東物流(02618)$&nbsp;</a>好久沒分享了，紀念下。","listText":"<a href=\"https://laohu8.com/S/02618\">$京東物流(02618)$&nbsp;</a>好久沒分享了，紀念下。","text":"$京東物流(02618)$ 好久沒分享了，紀念下。","images":[{"img":"https://static.tigerbbs.com/ee404747e3890aa13535509ca0efa921","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/653820978","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":650625922,"gmtCreate":1679202978268,"gmtModify":1679202978268,"author":{"id":"3564294526369736","authorId":"3564294526369736","name":"钱富人","avatar":"https://static.tigerbbs.com/91b84500d6d850f01df2d9386bbfe661","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564294526369736","idStr":"3564294526369736"},"themes":[],"htmlText":"6","listText":"6","text":"6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/650625922","repostId":"1120537961","repostType":4,"repost":{"id":"1120537961","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1679201834,"share":"https://ttm.financial/m/news/1120537961?lang=en_US&edition=fundamental","pubTime":"2023-03-19 12:57","market":"us","language":"zh","title":"U.S. stocks under the banking crisis: Technology giants become the first choice for defense","url":"https://stock-news.laohu8.com/highlight/detail?id=1120537961","media":"华尔街见闻","summary":"与初创企业不同，苹果、微软这样的大型科技公司拥有巨额现金储备，主营业务几乎不会受到银行问题的威胁。伴随着美股银行业危机持续，大型科技股重获投资者青睐。在过去的一周里，美股各类非银ETF基金表现亮眼，科","content":"<p><html><head></head><body>Unlike start-ups,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Such large technology companies have huge cash reserves, and their main businesses are hardly threatened by banking problems. As the banking crisis in the U.S. stock market continues, large technology stocks have regained the favor of investors.</p><p>In the past week, various non-bank ETF funds in the U.S. stock market performed well, and technology stock funds (XLK) performed strongly, rising 6.3% in a single week. Followed by the Communications Industry Fund (XLC) and the Public Utilities Fund (XLU), which rose by 6.1% and 4.1% respectively.<img src=\"https://static.tigerbbs.com/ba89e3ce335f1502a7ccddc998ae688d\" tg-width=\"640\" tg-height=\"476\" referrerpolicy=\"no-referrer\"/></p><p>Among them, large technology stocks are the highlight. SPDR Important Constituents<a href=\"https://laohu8.com/S/GOOG\">Google</a>And Meta, which have gained 12.8% and 10%, respectively, over the past week. Tech giants<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Up 10.1%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It rose 7.5%.</p><p><img src=\"https://static.tigerbbs.com/556abe3378ae67a6553af04b0bdb46af\" tg-width=\"640\" tg-height=\"483\" referrerpolicy=\"no-referrer\"/></p><p>The strong performance of large-cap technology stocks is closely related to changes in investor expectations.<b>After the banking crisis broke out, investors were keen to look for companies with stable performance. Unlike start-ups, big tech companies like Apple, Alphabet, and Microsoft have huge cash reserves, making them less vulnerable to balance sheet declines.</b>The first two also pay Dividend-once a no-no in the tech world, but now part of attracting defensive investors.</p><p><b>Besides, the main business of large technology companies is hardly threatened by banking problems.</b>Morningstar analyst Ali Mogharabi believes that the U.S. stock banking crisis will not have \"any substantial impact\" on the online media or advertising companies it covers.</p><p>SVB's bankruptcy is also expected to stabilize the tech giant's existing industry position. Mizuho analyst John Baumgartner said that quite a few startups are closely related to SVB. In addition to the short-term disruption of SVB bankruptcy,<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>The follow-up industry may emphasize that loan companies need to have stronger free cash/profitability, and loan standards are expected to be further improved. This will further limit the ease with which small companies can access financing and enter the industry.</p><p></body></html></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>U.S. stocks under the banking crisis: Technology giants become the first choice for defense</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\">\nU.S. stocks under the banking crisis: Technology giants become the first choice for defense\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2023-03-19 12:57</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Unlike start-ups,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Such large technology companies have huge cash reserves, and their main businesses are hardly threatened by banking problems. As the banking crisis in the U.S. stock market continues, large technology stocks have regained the favor of investors.</p><p>In the past week, various non-bank ETF funds in the U.S. stock market performed well, and technology stock funds (XLK) performed strongly, rising 6.3% in a single week. Followed by the Communications Industry Fund (XLC) and the Public Utilities Fund (XLU), which rose by 6.1% and 4.1% respectively.<img src=\"https://static.tigerbbs.com/ba89e3ce335f1502a7ccddc998ae688d\" tg-width=\"640\" tg-height=\"476\" referrerpolicy=\"no-referrer\"/></p><p>Among them, large technology stocks are the highlight. SPDR Important Constituents<a href=\"https://laohu8.com/S/GOOG\">Google</a>And Meta, which have gained 12.8% and 10%, respectively, over the past week. Tech giants<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Up 10.1%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It rose 7.5%.</p><p><img src=\"https://static.tigerbbs.com/556abe3378ae67a6553af04b0bdb46af\" tg-width=\"640\" tg-height=\"483\" referrerpolicy=\"no-referrer\"/></p><p>The strong performance of large-cap technology stocks is closely related to changes in investor expectations.<b>After the banking crisis broke out, investors were keen to look for companies with stable performance. Unlike start-ups, big tech companies like Apple, Alphabet, and Microsoft have huge cash reserves, making them less vulnerable to balance sheet declines.</b>The first two also pay Dividend-once a no-no in the tech world, but now part of attracting defensive investors.</p><p><b>Besides, the main business of large technology companies is hardly threatened by banking problems.</b>Morningstar analyst Ali Mogharabi believes that the U.S. stock banking crisis will not have \"any substantial impact\" on the online media or advertising companies it covers.</p><p>SVB's bankruptcy is also expected to stabilize the tech giant's existing industry position. Mizuho analyst John Baumgartner said that quite a few startups are closely related to SVB. In addition to the short-term disruption of SVB bankruptcy,<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>The follow-up industry may emphasize that loan companies need to have stronger free cash/profitability, and loan standards are expected to be further improved. This will further limit the ease with which small companies can access financing and enter the industry.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120537961","content_text":"与初创企业不同，苹果、微软这样的大型科技公司拥有巨额现金储备，主营业务几乎不会受到银行问题的威胁。伴随着美股银行业危机持续，大型科技股重获投资者青睐。在过去的一周里，美股各类非银ETF基金表现亮眼，科技股基金（XLK）表现强劲，单周上涨6.3%。其次是通讯行业基金（XLC），公用事业基金（XLU），涨幅分别达到6.1%和4.1%。这其中，大型科技股才是重头戏。SPDR重要成分股谷歌和Meta，过去一周分别上涨了12.8%和10%。科技巨头亚马逊上涨10.1%，特斯拉上涨7.5%。大型科技股的强劲表现与投资者预期变化息息相关。在银行业危机爆发后，投资者热衷于寻找有稳定业绩表现的公司。与初创企业不同，像苹果、Alphabet和微软这样的大型科技公司拥有巨额现金储备，这使它们不那么容易受到资产负债表下滑的影响。前两者还支付股息——这在科技界曾经是个大忌，但现在却是吸引防御性投资者的一部分。除此以外，大型科技公司的主营业务几乎不会受到银行问题的威胁。Morningstar分析师Ali Mogharabi分析认为，美股银行业危机不会对其覆盖的在线媒体或广告公司产生“任何实质性影响”。SVB破产还有望稳固科技巨头现有的行业地位。Mizuho分析师John Baumgartner表示，相当多的初创公司与SVB密切相关。除了SVB破产短期干扰外，美国银行业后续可能强调贷款公司需要有更强的自由现金/盈利能力，贷款标准有望进一步提升。这将进一步限制小公司获得融资并进入行业的便利性。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":650625077,"gmtCreate":1679202963001,"gmtModify":1679202963001,"author":{"id":"3564294526369736","authorId":"3564294526369736","name":"钱富人","avatar":"https://static.tigerbbs.com/91b84500d6d850f01df2d9386bbfe661","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564294526369736","idStr":"3564294526369736"},"themes":[],"htmlText":"6","listText":"6","text":"6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/650625077","repostId":"1106466264","repostType":4,"isVote":1,"tweetType":1,"viewCount":2442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":650622740,"gmtCreate":1679202954282,"gmtModify":1679202954282,"author":{"id":"3564294526369736","authorId":"3564294526369736","name":"钱富人","avatar":"https://static.tigerbbs.com/91b84500d6d850f01df2d9386bbfe661","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564294526369736","idStr":"3564294526369736"},"themes":[],"htmlText":"6","listText":"6","text":"6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/650622740","repostId":"1178013922","repostType":4,"isVote":1,"tweetType":1,"viewCount":2296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":650828803,"gmtCreate":1679048354503,"gmtModify":1679048354503,"author":{"id":"3564294526369736","authorId":"3564294526369736","name":"钱富人","avatar":"https://static.tigerbbs.com/91b84500d6d850f01df2d9386bbfe661","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564294526369736","idStr":"3564294526369736"},"themes":[],"htmlText":"6","listText":"6","text":"6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/650828803","repostId":"650820733","repostType":1,"repost":{"id":650820733,"gmtCreate":1679046891624,"gmtModify":1679046891624,"author":{"id":"4103872978948020","authorId":"4103872978948020","name":"蓝鲨消费","avatar":"https://static.tigerbbs.com/0017fc602a63f0c7c171c17a4ab548ac","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4103872978948020","idStr":"4103872978948020"},"themes":[],"title":"盤點美味伍俊峯:做預製菜要有敬畏之心","htmlText":"藍鯊導讀：預製菜一直存在口味與工業化，生產標準化與產品個性化的衝突2023年2月25日—26日，由藍鯊消費主辦，主題爲“穿越週期 韌性增長”的2022新消費品牌獨角獸峯會在杭州臨平成功舉辦。40餘位嘉賓的強大陣容，消費趨勢、投資方向等精彩內容，吸引了包括消費上市企業創始人、消費投資機構代表和投資人，新消費品牌獨角獸、未來獨角獸企業創始人和高管、數字化服務商等合計1000餘人次到場參加。此外，新浪財經、藍鯊消費視頻號等6個直播渠道還對大會進行了全程直播，總計吸引了83.5萬人次觀看。在峯會現場，盤點美味董事長伍俊峯做了《中式預製菜的機遇與挑戰》主題演講。他認爲，做預製菜一定要有敬畏之心。預製菜一直存在口味與工業化，生產標準化與產品個性化的衝突。從選材開始（原料、輔料、調料、香料）到加工工藝，每個環節都要實行標準化，只有執行標準化，才能確保品質，形成穩定的供應，同時實現規模化生產，降本增效。以下爲伍俊峯演講全文，經藍鯊消費整理，有刪減：圖片大家好，我是上海盤點食品有限公司董事長伍俊峯。非常感謝主辦方給了我這樣的機會能夠跟大家分享一些我的思考。很多人認爲預製菜是一個新型行業，我覺得它根本不是一個新行業，更不是這幾年才催生出的。過去在鄉下辦喜事，需要提前幾天把菜做好。到現場，只需要簡單加熱，再炒幾個素菜就可以上桌了。我們這個行業如果真正地“練”起來它是絕對高大上，如果不這麼認爲，它也不高大上，這是兩個極端的思考方式。01口味個性化與生產工業化的衝突我認爲，中式菜餚的挑戰其實是口味個性化與生產工業化的衝突。舉個例子，兩個朋友一起去吃飯，一個說我想吃點辣的，另一個說我不愛吃辣。兩個人一起走到飯店裏就會很尷尬，往哪兒走呢？解決這個衝突的問題最好的方法是吃鴛鴦火鍋。餐飲裏完全可以做到辣與不辣共存。既要強調標準化，又要講究個性化，這不是很矛盾嗎？在我看來二者其實並不矛盾，是相輔相成的，要在標","listText":"藍鯊導讀：預製菜一直存在口味與工業化，生產標準化與產品個性化的衝突2023年2月25日—26日，由藍鯊消費主辦，主題爲“穿越週期 韌性增長”的2022新消費品牌獨角獸峯會在杭州臨平成功舉辦。40餘位嘉賓的強大陣容，消費趨勢、投資方向等精彩內容，吸引了包括消費上市企業創始人、消費投資機構代表和投資人，新消費品牌獨角獸、未來獨角獸企業創始人和高管、數字化服務商等合計1000餘人次到場參加。此外，新浪財經、藍鯊消費視頻號等6個直播渠道還對大會進行了全程直播，總計吸引了83.5萬人次觀看。在峯會現場，盤點美味董事長伍俊峯做了《中式預製菜的機遇與挑戰》主題演講。他認爲，做預製菜一定要有敬畏之心。預製菜一直存在口味與工業化，生產標準化與產品個性化的衝突。從選材開始（原料、輔料、調料、香料）到加工工藝，每個環節都要實行標準化，只有執行標準化，才能確保品質，形成穩定的供應，同時實現規模化生產，降本增效。以下爲伍俊峯演講全文，經藍鯊消費整理，有刪減：圖片大家好，我是上海盤點食品有限公司董事長伍俊峯。非常感謝主辦方給了我這樣的機會能夠跟大家分享一些我的思考。很多人認爲預製菜是一個新型行業，我覺得它根本不是一個新行業，更不是這幾年才催生出的。過去在鄉下辦喜事，需要提前幾天把菜做好。到現場，只需要簡單加熱，再炒幾個素菜就可以上桌了。我們這個行業如果真正地“練”起來它是絕對高大上，如果不這麼認爲，它也不高大上，這是兩個極端的思考方式。01口味個性化與生產工業化的衝突我認爲，中式菜餚的挑戰其實是口味個性化與生產工業化的衝突。舉個例子，兩個朋友一起去吃飯，一個說我想吃點辣的，另一個說我不愛吃辣。兩個人一起走到飯店裏就會很尷尬，往哪兒走呢？解決這個衝突的問題最好的方法是吃鴛鴦火鍋。餐飲裏完全可以做到辣與不辣共存。既要強調標準化，又要講究個性化，這不是很矛盾嗎？在我看來二者其實並不矛盾，是相輔相成的，要在標","text":"藍鯊導讀：預製菜一直存在口味與工業化，生產標準化與產品個性化的衝突2023年2月25日—26日，由藍鯊消費主辦，主題爲“穿越週期 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