冷静思考专注 personal page - To The Moon

冷静思考专注

冷静思考专注

专业的聪明投资者

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冷静思考专注

2022-04-18

$麦当劳(MCD)$good

冷静思考专注

2022-02-07

$辉瑞(PFE)$cool！

冷静思考专注

2021-05-05

$iBio Inc.(IBIO)$1.65 all in

冷静思考专注

2022-05-06

$标普500(.SPX)$4120 4200

冷静思考专注

2021-05-13

$Unity Software Inc.(U)$lets go

冷静思考专注

2021-05-05

$iBio Inc.(IBIO)$upupup

冷静思考专注

2022-01-02

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How to choose stocks in US stocks in 2022? Morgan Stanley preferred the most "core" company in the supply chain

冷静思考专注

2021-05-12

$Unity Software Inc.(U)$fly

冷静思考专注

2021-05-05

$iBio Inc.(IBIO)$walao eh

冷静思考专注

2022-01-20

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@王小渣:今晚止跌反轉嗎？

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/MCD\">$麦当劳(MCD)$</a>good","text":"$麦当劳(MCD)$good","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081242383","isVote":1,"tweetType":1,"viewCount":3597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096094769,"gmtCreate":1644248159267,"gmtModify":1676533904553,"author":{"id":"3569289016545699","authorId":"3569289016545699","name":"冷静思考专注","avatar":"https://static.tigerbbs.com/936d9687bd22a1dbca1058650790bbcf","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3569289016545699","idStr":"3569289016545699"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PFE\">$辉瑞(PFE)$</a>cool！","listText":"<a href=\"https://ttm.financial/S/PFE\">$辉瑞(PFE)$</a>cool！","text":"$辉瑞(PFE)$cool！","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096094769","isVote":1,"tweetType":1,"viewCount":3430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004736076,"gmtCreate":1642688900795,"gmtModify":1676533735615,"author":{"id":"3569289016545699","authorId":"3569289016545699","name":"冷静思考专注","avatar":"https://static.tigerbbs.com/936d9687bd22a1dbca1058650790bbcf","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3569289016545699","idStr":"3569289016545699"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004736076","repostId":"630393872","repostType":1,"repost":{"id":630393872,"gmtCreate":1642688683692,"gmtModify":1676532613716,"author":{"id":"3461975204689736","authorId":"3461975204689736","name":"王小渣","avatar":"https://static.tigerbbs.com/f87f2ac6eda80e47adb2d4362d88a23d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3461975204689736","idStr":"3461975204689736"},"themes":[],"title":"今晚止跌反轉嗎？","htmlText":"大盤經過一輪下跌後，從走勢圖看，前有山頭股價支撐，下有均線支撐，如果按照之前大盤的走勢邏輯，此時，應該建倉了，並且看了納斯達克大盤走勢，本人預估是這個位置，可以小倉試探性買進期權操作，純屬建議<a href=\"https://laohu8.com/S/SPY\">$標普500ETF(SPY)$</a><a href=\"https://laohu8.com/S/NDX\">$納斯達克100指數(NDX)$</a><a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指數主連 2112(NQmain)$</a><a href=\"https://laohu8.com/S/.SPX\">$標普500(.SPX)$</a>","listText":"大盤經過一輪下跌後，從走勢圖看，前有山頭股價支撐，下有均線支撐，如果按照之前大盤的走勢邏輯，此時，應該建倉了，並且看了納斯達克大盤走勢，本人預估是這個位置，可以小倉試探性買進期權操作，純屬建議<a href=\"https://laohu8.com/S/SPY\">$標普500ETF(SPY)$</a><a href=\"https://laohu8.com/S/NDX\">$納斯達克100指數(NDX)$</a><a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指數主連 2112(NQmain)$</a><a href=\"https://laohu8.com/S/.SPX\">$標普500(.SPX)$</a>","text":"大盤經過一輪下跌後，從走勢圖看，前有山頭股價支撐，下有均線支撐，如果按照之前大盤的走勢邏輯，此時，應該建倉了，並且看了納斯達克大盤走勢，本人預估是這個位置，可以小倉試探性買進期權操作，純屬建議$標普500ETF(SPY)$$納斯達克100指數(NDX)$$NQ100指數主連 2112(NQmain)$$標普500(.SPX)$","images":[{"img":"https://static.tigerbbs.com/551d8e6745ccad2b7aaa4951224b76e9","width":"1812","height":"1047"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/630393872","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004425742,"gmtCreate":1642671021051,"gmtModify":1676533733991,"author":{"id":"3569289016545699","authorId":"3569289016545699","name":"冷静思考专注","avatar":"https://static.tigerbbs.com/936d9687bd22a1dbca1058650790bbcf","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3569289016545699","idStr":"3569289016545699"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004425742","repostId":"694622763","repostType":1,"repost":{"id":694622763,"gmtCreate":1641963781873,"gmtModify":1676532566423,"author":{"id":"3527667591235607","authorId":"3527667591235607","name":"OptionPlus","avatar":"https://static.tigerbbs.com/e8009c23927adcf8b5e1e1d101178392","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667591235607","idStr":"3527667591235607"},"themes":[],"title":"如何用期權玩轉財報季（5）：跨式期權還可以這麼做？","htmlText":"又一個財報季開始了，期權最常見的用於賭財報。最先接觸的期權大概就是單邊買call或者買put，發現單邊賭財報的贏率不大了之後，有些初學者就會開始做跨式期權，跨式有兩種Straddle 和Strangle。 爲了區分不同點，Straddle通常被稱爲馬鞍式，指的是買行權價和到期日都相同的call 和 put的組合，行權價通常臨近現價（ATM）。這種策略最大優勢是不判斷方向只賭波動大，也就是需要正股波動足夠大使得一邊的收益大於兩邊的成本，風險是正股價格波動不大，無法抵消購買兩份期權的成本。 Strangle是異價跨式期權，跟Straddle的區別是，它是買行使價不同，但到期日一樣的的call和put的組合，行權價通常是價外（OTM)。在價格突破（不管漲破還是跌破）某一區間時可以獲利，也是賭波動率，適用於正股價格波動非常大的股票，典型的是成長股、科技股。 簡單畫個可視化圖 跨式非常普遍被運用於賭財報，因爲這是一個無方向性策略，通過股價的波動來取得好的回報，大波動最常見的場景就是財報，比如我看本週財報的<a target=\"_blank\" href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a>和<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$臺積電(TSM)$</a> 有大量的跨式大單成交：關於跨式的交易，我見過最多的基本都是財報前買入，然後在財報出來之後賣出。 但我想給大家另一個思路，同樣可以取得很好的回報。 就是在財報前一週左右買入跨式，然後在財報前1-2天就賣出。這個方法跟常見的拿到財報出來後再賣不同在於，在財報落地之前就要賣出。 主要是賺取財報發佈前幾天波動率急劇上升帶來的期權收益。通常財報發佈前3-7天隱含波動率（IV）會驟升，在這個IV上升之前進入，然後在IV漲到高位值時候就獲利","listText":"又一個財報季開始了，期權最常見的用於賭財報。最先接觸的期權大概就是單邊買call或者買put，發現單邊賭財報的贏率不大了之後，有些初學者就會開始做跨式期權，跨式有兩種Straddle 和Strangle。 爲了區分不同點，Straddle通常被稱爲馬鞍式，指的是買行權價和到期日都相同的call 和 put的組合，行權價通常臨近現價（ATM）。這種策略最大優勢是不判斷方向只賭波動大，也就是需要正股波動足夠大使得一邊的收益大於兩邊的成本，風險是正股價格波動不大，無法抵消購買兩份期權的成本。 Strangle是異價跨式期權，跟Straddle的區別是，它是買行使價不同，但到期日一樣的的call和put的組合，行權價通常是價外（OTM)。在價格突破（不管漲破還是跌破）某一區間時可以獲利，也是賭波動率，適用於正股價格波動非常大的股票，典型的是成長股、科技股。 簡單畫個可視化圖 跨式非常普遍被運用於賭財報，因爲這是一個無方向性策略，通過股價的波動來取得好的回報，大波動最常見的場景就是財報，比如我看本週財報的<a target=\"_blank\" href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a>和<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$臺積電(TSM)$</a> 有大量的跨式大單成交：關於跨式的交易，我見過最多的基本都是財報前買入，然後在財報出來之後賣出。 但我想給大家另一個思路，同樣可以取得很好的回報。 就是在財報前一週左右買入跨式，然後在財報前1-2天就賣出。這個方法跟常見的拿到財報出來後再賣不同在於，在財報落地之前就要賣出。 主要是賺取財報發佈前幾天波動率急劇上升帶來的期權收益。通常財報發佈前3-7天隱含波動率（IV）會驟升，在這個IV上升之前進入，然後在IV漲到高位值時候就獲利","text":"又一個財報季開始了，期權最常見的用於賭財報。最先接觸的期權大概就是單邊買call或者買put，發現單邊賭財報的贏率不大了之後，有些初學者就會開始做跨式期權，跨式有兩種Straddle 和Strangle。 爲了區分不同點，Straddle通常被稱爲馬鞍式，指的是買行權價和到期日都相同的call 和 put的組合，行權價通常臨近現價（ATM）。這種策略最大優勢是不判斷方向只賭波動大，也就是需要正股波動足夠大使得一邊的收益大於兩邊的成本，風險是正股價格波動不大，無法抵消購買兩份期權的成本。 Strangle是異價跨式期權，跟Straddle的區別是，它是買行使價不同，但到期日一樣的的call和put的組合，行權價通常是價外（OTM)。在價格突破（不管漲破還是跌破）某一區間時可以獲利，也是賭波動率，適用於正股價格波動非常大的股票，典型的是成長股、科技股。 簡單畫個可視化圖 跨式非常普遍被運用於賭財報，因爲這是一個無方向性策略，通過股價的波動來取得好的回報，大波動最常見的場景就是財報，比如我看本週財報的$(NFLX)$和$臺積電(TSM)$ 有大量的跨式大單成交：關於跨式的交易，我見過最多的基本都是財報前買入，然後在財報出來之後賣出。 但我想給大家另一個思路，同樣可以取得很好的回報。 就是在財報前一週左右買入跨式，然後在財報前1-2天就賣出。這個方法跟常見的拿到財報出來後再賣不同在於，在財報落地之前就要賣出。 主要是賺取財報發佈前幾天波動率急劇上升帶來的期權收益。通常財報發佈前3-7天隱含波動率（IV）會驟升，在這個IV上升之前進入，然後在IV漲到高位值時候就獲利","images":[{"img":"https://static.tigerbbs.com/939ba2a7954a1463aaf46a4e660dc643","width":"650","height":"976"},{"img":"https://static.tigerbbs.com/a951a9a5cead9cc55f5a753128a349e4","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/9d2fdaf00750ee964985e92db9ac8572","width":"656","height":"778"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/694622763","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006870318,"gmtCreate":1641695619534,"gmtModify":1676533640707,"author":{"id":"3569289016545699","authorId":"3569289016545699","name":"冷静思考专注","avatar":"https://static.tigerbbs.com/936d9687bd22a1dbca1058650790bbcf","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3569289016545699","idStr":"3569289016545699"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006870318","repostId":"602966194","repostType":1,"repost":{"id":602966194,"gmtCreate":1638958727346,"gmtModify":1676532207549,"author":{"id":"3520134464145345","authorId":"3520134464145345","name":"锐问","avatar":"https://static.tigerbbs.com/af67035e05acd3d551a6474ea3df0455","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3520134464145345","idStr":"3520134464145345"},"themes":[],"title":"一個期權菜鳥的進階史，從爆賺爆虧到穩定盈利","htmlText":"和很多年輕股民一樣，年初那場散戶逼空機構的華爾街交鋒中，25歲的<a target=\"_blank\" href=\"https://laohu8.com/U/3572212908677301\">@JayceLee</a>&nbsp;真正見識到期權這個金融工具的威力。在這場投機遊戲裏，他親眼見到遊戲驛站（GME）期權一夜之間曾暴漲1000%。“期權是一場高風險、高回報的賭博，能在一夜之間改變人的命運。”這是Jayce對期權的第一印象。很多個人投資者也對期權抱持同樣的觀點，其中不少擁有多年炒股經驗。可5個月後，Jayce對期權的看法變了。“後來，我發現期權要一夜暴富很難，但是控制好風險是可以穩穩盈利的。” 今年截止目前，包括期權在內，他的投資組合收益超過20%。從幻想暴富到慢慢變富，不到半年時間裏，Jayce對期權的看法是如何發生變化的？向虎友學習網上有很多期權策略，新手剛接觸常常感到混亂。Jayce一開始學習期權交易也沒有方向，只好在網上找任何可能有用的資料。約翰是Jayce學習期權交易的指路人。“對新手來說，向那些發佈實盤記錄的交易者學習很重要。”約翰在老虎社區的ID是<a target=\"_blank\" href=\"https://laohu8.com/U/3562056022616278\">@約翰的理財庫</a>&nbsp;，經常分享實盤交易經驗。儘管在遊戲驛站（GME）小盤股的多空對戰中，Jayce被期權吸引。但疫情居家辦公後，還是約翰建議他趁這段時間多學點新的投資工具和策略。“不要貪，學會止損，保持耐心，都是約翰給我的投資建議。初學期權時，他還幫我至少規避了兩個誤區。” 而Jayce的兩個認知錯誤都和時間有關。首先，和股票不一樣，期權有時限，會過期。到期不行權被視爲自動棄權，合約變廢紙。另一個概念是，時間衰減。期權價格包含內在價值與時間價值兩個部分。隨着期權臨近到期日","listText":"和很多年輕股民一樣，年初那場散戶逼空機構的華爾街交鋒中，25歲的<a target=\"_blank\" href=\"https://laohu8.com/U/3572212908677301\">@JayceLee</a>&nbsp;真正見識到期權這個金融工具的威力。在這場投機遊戲裏，他親眼見到遊戲驛站（GME）期權一夜之間曾暴漲1000%。“期權是一場高風險、高回報的賭博，能在一夜之間改變人的命運。”這是Jayce對期權的第一印象。很多個人投資者也對期權抱持同樣的觀點，其中不少擁有多年炒股經驗。可5個月後，Jayce對期權的看法變了。“後來，我發現期權要一夜暴富很難，但是控制好風險是可以穩穩盈利的。” 今年截止目前，包括期權在內，他的投資組合收益超過20%。從幻想暴富到慢慢變富，不到半年時間裏，Jayce對期權的看法是如何發生變化的？向虎友學習網上有很多期權策略，新手剛接觸常常感到混亂。Jayce一開始學習期權交易也沒有方向，只好在網上找任何可能有用的資料。約翰是Jayce學習期權交易的指路人。“對新手來說，向那些發佈實盤記錄的交易者學習很重要。”約翰在老虎社區的ID是<a target=\"_blank\" href=\"https://laohu8.com/U/3562056022616278\">@約翰的理財庫</a>&nbsp;，經常分享實盤交易經驗。儘管在遊戲驛站（GME）小盤股的多空對戰中，Jayce被期權吸引。但疫情居家辦公後，還是約翰建議他趁這段時間多學點新的投資工具和策略。“不要貪，學會止損，保持耐心，都是約翰給我的投資建議。初學期權時，他還幫我至少規避了兩個誤區。” 而Jayce的兩個認知錯誤都和時間有關。首先，和股票不一樣，期權有時限，會過期。到期不行權被視爲自動棄權，合約變廢紙。另一個概念是，時間衰減。期權價格包含內在價值與時間價值兩個部分。隨着期權臨近到期日","text":"和很多年輕股民一樣，年初那場散戶逼空機構的華爾街交鋒中，25歲的@JayceLee 真正見識到期權這個金融工具的威力。在這場投機遊戲裏，他親眼見到遊戲驛站（GME）期權一夜之間曾暴漲1000%。“期權是一場高風險、高回報的賭博，能在一夜之間改變人的命運。”這是Jayce對期權的第一印象。很多個人投資者也對期權抱持同樣的觀點，其中不少擁有多年炒股經驗。可5個月後，Jayce對期權的看法變了。“後來，我發現期權要一夜暴富很難，但是控制好風險是可以穩穩盈利的。” 今年截止目前，包括期權在內，他的投資組合收益超過20%。從幻想暴富到慢慢變富，不到半年時間裏，Jayce對期權的看法是如何發生變化的？向虎友學習網上有很多期權策略，新手剛接觸常常感到混亂。Jayce一開始學習期權交易也沒有方向，只好在網上找任何可能有用的資料。約翰是Jayce學習期權交易的指路人。“對新手來說，向那些發佈實盤記錄的交易者學習很重要。”約翰在老虎社區的ID是@約翰的理財庫 ，經常分享實盤交易經驗。儘管在遊戲驛站（GME）小盤股的多空對戰中，Jayce被期權吸引。但疫情居家辦公後，還是約翰建議他趁這段時間多學點新的投資工具和策略。“不要貪，學會止損，保持耐心，都是約翰給我的投資建議。初學期權時，他還幫我至少規避了兩個誤區。” 而Jayce的兩個認知錯誤都和時間有關。首先，和股票不一樣，期權有時限，會過期。到期不行權被視爲自動棄權，合約變廢紙。另一個概念是，時間衰減。期權價格包含內在價值與時間價值兩個部分。隨着期權臨近到期日","images":[{"img":"https://static.tigerbbs.com/aed2ea93b00623e551778cd683871fb2","width":"1920","height":"1080"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/602966194","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006141018,"gmtCreate":1641659168534,"gmtModify":1676533637874,"author":{"id":"3569289016545699","authorId":"3569289016545699","name":"冷静思考专注","avatar":"https://static.tigerbbs.com/936d9687bd22a1dbca1058650790bbcf","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3569289016545699","idStr":"3569289016545699"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006141018","repostId":"695483221","repostType":1,"repost":{"id":695483221,"gmtCreate":1641546169851,"gmtModify":1676532545733,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502767768442965","idStr":"3502767768442965"},"themes":[],"title":"【故事會】“滴血驗癌”神話破滅，“女版喬布斯”面臨20 年牢獄之災！","htmlText":"欄目說明：小話不定期給大家分享有趣的故事，內容來源於網絡，希望給您帶來更好的閱讀體驗！ 轉自公衆號：三聯生活週刊 作者：劉周巖 1月3日，血液檢測公司Theranos創始人&nbsp;伊麗莎白·霍爾姆斯&nbsp;被判四項欺詐罪名成立。據報道，她將面臨最高 20 年的監禁、25萬美元的罰款以及對每項罪名的賠償。這位曾因“滴血驗癌”而名噪一時的“硅谷寵兒”黃粱夢碎。 不是所有斯坦福輟學生都能創業成功，穿黑色套頭衫的也不都是喬布斯。 01&nbsp;“女喬布斯”的誕生 2015年5月，亨利·基辛格（Henry Kissinger）博士遇到了一點麻煩。 幾個月前，他還親自出席了自己頗爲欣賞的年輕人&nbsp;伊麗莎白&nbsp;的生日聚會，加入了她創辦的公司的董事會，甚至和夫人一起張羅着爲她介紹男朋友。2014年的這場盛大的生日聚會是在他的老朋友、同樣爲前美國國務卿的舒爾茨（Georg Schultz）家裏舉辦的，當時舒爾茨94歲，基辛格92歲，而伊麗莎白只有30歲。 但到了2015年，大家開始發現，伊麗莎白向這些重量級支持者們隱瞞了太多東西。她不僅隱瞞了已經有男友的感情狀況，估值近90億美元的創業公司也是一場騙局： 她宣稱研發出了一種設備，將革命性地改變疾病診斷與預防的流程，這種神奇設備最終被證明並不存在，一切不過是她吹出的一個泡沫。 2015年內，基辛格悄悄退出了伊麗莎白公司的董事會，再之後徹底切斷了和此事的聯繫。而隨着媒體的聚焦，這位一度被稱作“下一位喬布斯”的創業者和她的創業騙局，在2018年末成爲了美國街頭巷尾談論的話題，講述此事的書籍被人們作爲聖誕禮物爭相購買，一度脫銷。 伊麗莎白，1984年出生在美國一個富裕家庭，父親曾出任安然公司副總裁，後在美國政府任職，母親在美國國會工作。 伊麗莎白從小就對成功有着超出常人的渴求，9歲的一次家庭聚會上，姑姑問她以後的理想，她回答","listText":"欄目說明：小話不定期給大家分享有趣的故事，內容來源於網絡，希望給您帶來更好的閱讀體驗！ 轉自公衆號：三聯生活週刊 作者：劉周巖 1月3日，血液檢測公司Theranos創始人&nbsp;伊麗莎白·霍爾姆斯&nbsp;被判四項欺詐罪名成立。據報道，她將面臨最高 20 年的監禁、25萬美元的罰款以及對每項罪名的賠償。這位曾因“滴血驗癌”而名噪一時的“硅谷寵兒”黃粱夢碎。 不是所有斯坦福輟學生都能創業成功，穿黑色套頭衫的也不都是喬布斯。 01&nbsp;“女喬布斯”的誕生 2015年5月，亨利·基辛格（Henry Kissinger）博士遇到了一點麻煩。 幾個月前，他還親自出席了自己頗爲欣賞的年輕人&nbsp;伊麗莎白&nbsp;的生日聚會，加入了她創辦的公司的董事會，甚至和夫人一起張羅着爲她介紹男朋友。2014年的這場盛大的生日聚會是在他的老朋友、同樣爲前美國國務卿的舒爾茨（Georg Schultz）家裏舉辦的，當時舒爾茨94歲，基辛格92歲，而伊麗莎白只有30歲。 但到了2015年，大家開始發現，伊麗莎白向這些重量級支持者們隱瞞了太多東西。她不僅隱瞞了已經有男友的感情狀況，估值近90億美元的創業公司也是一場騙局： 她宣稱研發出了一種設備，將革命性地改變疾病診斷與預防的流程，這種神奇設備最終被證明並不存在，一切不過是她吹出的一個泡沫。 2015年內，基辛格悄悄退出了伊麗莎白公司的董事會，再之後徹底切斷了和此事的聯繫。而隨着媒體的聚焦，這位一度被稱作“下一位喬布斯”的創業者和她的創業騙局，在2018年末成爲了美國街頭巷尾談論的話題，講述此事的書籍被人們作爲聖誕禮物爭相購買，一度脫銷。 伊麗莎白，1984年出生在美國一個富裕家庭，父親曾出任安然公司副總裁，後在美國政府任職，母親在美國國會工作。 伊麗莎白從小就對成功有着超出常人的渴求，9歲的一次家庭聚會上，姑姑問她以後的理想，她回答","text":"欄目說明：小話不定期給大家分享有趣的故事，內容來源於網絡，希望給您帶來更好的閱讀體驗！ 轉自公衆號：三聯生活週刊 作者：劉周巖 1月3日，血液檢測公司Theranos創始人 伊麗莎白·霍爾姆斯 被判四項欺詐罪名成立。據報道，她將面臨最高 20 年的監禁、25萬美元的罰款以及對每項罪名的賠償。這位曾因“滴血驗癌”而名噪一時的“硅谷寵兒”黃粱夢碎。 不是所有斯坦福輟學生都能創業成功，穿黑色套頭衫的也不都是喬布斯。 01 “女喬布斯”的誕生 2015年5月，亨利·基辛格（Henry Kissinger）博士遇到了一點麻煩。 幾個月前，他還親自出席了自己頗爲欣賞的年輕人 伊麗莎白 的生日聚會，加入了她創辦的公司的董事會，甚至和夫人一起張羅着爲她介紹男朋友。2014年的這場盛大的生日聚會是在他的老朋友、同樣爲前美國國務卿的舒爾茨（Georg Schultz）家裏舉辦的，當時舒爾茨94歲，基辛格92歲，而伊麗莎白只有30歲。 但到了2015年，大家開始發現，伊麗莎白向這些重量級支持者們隱瞞了太多東西。她不僅隱瞞了已經有男友的感情狀況，估值近90億美元的創業公司也是一場騙局： 她宣稱研發出了一種設備，將革命性地改變疾病診斷與預防的流程，這種神奇設備最終被證明並不存在，一切不過是她吹出的一個泡沫。 2015年內，基辛格悄悄退出了伊麗莎白公司的董事會，再之後徹底切斷了和此事的聯繫。而隨着媒體的聚焦，這位一度被稱作“下一位喬布斯”的創業者和她的創業騙局，在2018年末成爲了美國街頭巷尾談論的話題，講述此事的書籍被人們作爲聖誕禮物爭相購買，一度脫銷。 伊麗莎白，1984年出生在美國一個富裕家庭，父親曾出任安然公司副總裁，後在美國政府任職，母親在美國國會工作。 伊麗莎白從小就對成功有着超出常人的渴求，9歲的一次家庭聚會上，姑姑問她以後的理想，她回答","images":[{"img":"https://static.tigerbbs.com/15243a75bf1c155d6cc4e7136b028d55","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/85dbe83a1664540b41915968157cf3b4","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/d40a98194e5e01ff40b37949d911bee5","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/695483221","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2868,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008147418,"gmtCreate":1641395590434,"gmtModify":1676533610172,"author":{"id":"3569289016545699","authorId":"3569289016545699","name":"冷静思考专注","avatar":"https://static.tigerbbs.com/936d9687bd22a1dbca1058650790bbcf","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3569289016545699","idStr":"3569289016545699"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008147418","repostId":"695801722","repostType":1,"repost":{"id":695801722,"gmtCreate":1641387132549,"gmtModify":1734606681698,"author":{"id":"3527667586584720","authorId":"3527667586584720","name":"小虎综合资讯","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667586584720","idStr":"3527667586584720"},"themes":[],"title":"盤前：靜待美聯儲大戲登場！會否提振美股上行？","htmlText":"1月5日，美股三大股指期貨全線走低，截至發稿，道指期貨跌0.06%；納斯達克100指數期貨跌0.47%；標普500指數期貨跌0.14%。 展望日內，市場的關注焦點無疑將轉向北京時間週四凌晨3點即將出爐的美聯儲12月會議紀要。 由於聖誕和元旦假期的影響，美聯儲官員非常罕見地在上週沒有發表過任何公開講話，這段時間似乎成爲了一個另類的美聯儲“緘默期”，這與過往美聯儲官員在議息會議後紛紛暢所欲言的景象形成了鮮明對比。而這無形中，也令今晚美聯儲紀要究竟會透露哪些12月會議的細節，顯得尤爲受到矚目。 在去年12月的會議上，美聯儲官員決定將減碼購債的速度提高一倍，爲今年加息鋪平道路。美聯儲還發布了最新點陣圖，顯示官員們平均預期今年加息3次。除了何時加息外，在今晚的紀要中投資者或許也可尋找一下美聯儲是否會透露縮表方面的更多線索。 盤前行情 熱門中概股盤前多數下跌，<a href=\"https://laohu8.com/S/BILI\">$嗶哩嗶哩(BILI)$</a>跌超4%，<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>跌超3%，<a href=\"https://laohu8.com/S/XPEV\">$小鵬汽車(XPEV)$</a>、<a href=\"https://laohu8.com/S/LI\">$理想汽車(LI)$</a>跌超2%，<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>、<a href=\"https://laohu8.com/S/JD\">$京東(JD)$</a>、<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>、<a href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a>跌超1%；","listText":"1月5日，美股三大股指期貨全線走低，截至發稿，道指期貨跌0.06%；納斯達克100指數期貨跌0.47%；標普500指數期貨跌0.14%。 展望日內，市場的關注焦點無疑將轉向北京時間週四凌晨3點即將出爐的美聯儲12月會議紀要。 由於聖誕和元旦假期的影響，美聯儲官員非常罕見地在上週沒有發表過任何公開講話，這段時間似乎成爲了一個另類的美聯儲“緘默期”，這與過往美聯儲官員在議息會議後紛紛暢所欲言的景象形成了鮮明對比。而這無形中，也令今晚美聯儲紀要究竟會透露哪些12月會議的細節，顯得尤爲受到矚目。 在去年12月的會議上，美聯儲官員決定將減碼購債的速度提高一倍，爲今年加息鋪平道路。美聯儲還發布了最新點陣圖，顯示官員們平均預期今年加息3次。除了何時加息外，在今晚的紀要中投資者或許也可尋找一下美聯儲是否會透露縮表方面的更多線索。 盤前行情 熱門中概股盤前多數下跌，<a href=\"https://laohu8.com/S/BILI\">$嗶哩嗶哩(BILI)$</a>跌超4%，<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>跌超3%，<a href=\"https://laohu8.com/S/XPEV\">$小鵬汽車(XPEV)$</a>、<a href=\"https://laohu8.com/S/LI\">$理想汽車(LI)$</a>跌超2%，<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>、<a href=\"https://laohu8.com/S/JD\">$京東(JD)$</a>、<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>、<a href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a>跌超1%；","text":"1月5日，美股三大股指期貨全線走低，截至發稿，道指期貨跌0.06%；納斯達克100指數期貨跌0.47%；標普500指數期貨跌0.14%。 展望日內，市場的關注焦點無疑將轉向北京時間週四凌晨3點即將出爐的美聯儲12月會議紀要。 由於聖誕和元旦假期的影響，美聯儲官員非常罕見地在上週沒有發表過任何公開講話，這段時間似乎成爲了一個另類的美聯儲“緘默期”，這與過往美聯儲官員在議息會議後紛紛暢所欲言的景象形成了鮮明對比。而這無形中，也令今晚美聯儲紀要究竟會透露哪些12月會議的細節，顯得尤爲受到矚目。 在去年12月的會議上，美聯儲官員決定將減碼購債的速度提高一倍，爲今年加息鋪平道路。美聯儲還發布了最新點陣圖，顯示官員們平均預期今年加息3次。除了何時加息外，在今晚的紀要中投資者或許也可尋找一下美聯儲是否會透露縮表方面的更多線索。 盤前行情 熱門中概股盤前多數下跌，$嗶哩嗶哩(BILI)$跌超4%，$拼多多(PDD)$跌超3%，$小鵬汽車(XPEV)$、$理想汽車(LI)$跌超2%，$阿里巴巴(BABA)$、$京東(JD)$、$百度(BIDU)$、$蔚來(NIO)$跌超1%；","images":[{"img":"https://static.tigerbbs.com/3a40e811a5680bf97c387f7317f115a6","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/db6106cb1474829bea2f7a8bf16ea4e5","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/b04e25c3d42fc86615a3bcc72b90fa9c","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/695801722","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008184282,"gmtCreate":1641389997646,"gmtModify":1676533609117,"author":{"id":"3569289016545699","authorId":"3569289016545699","name":"冷静思考专注","avatar":"https://static.tigerbbs.com/936d9687bd22a1dbca1058650790bbcf","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3569289016545699","idStr":"3569289016545699"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008184282","repostId":"692511867","repostType":1,"repost":{"id":692511867,"gmtCreate":1641037810499,"gmtModify":1676532513031,"author":{"id":"3462925010227720","authorId":"3462925010227720","name":"美股指南","avatar":"https://static.tigerbbs.com/f6e9d8a801c1c5de174d8280c281720b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3462925010227720","idStr":"3462925010227720"},"themes":[],"title":"新能源汽車三兄弟 2021年12月 銷量","htmlText":"摘要: 今天新能源汽車蔚來、小鵬、理想分別公佈了自己的12月銷量, 小鵬和理想繼續新高, 蔚來還在那裏徘徊。本文首發於公衆號: 美股指南 2021年四季度也結束了， 按照之前各種官方給第四季度指引，蔚來當時預期23500到25500輛, 實際: 25034，在預期中，不過有點偏弱。理想預期30,000至32,000輛， 實際: 35221 略超預期了，小鵬預期: 34500~36500臺。實際: 41751, 算是大超預期了。<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽車(LI)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鵬汽車(XPEV)$</a>&nbsp;蔚來汽車銷量2021年12月，蔚來交付新車10,489臺，同比增長49.7%。四季度共交付25,034臺，同比增長44.3%，實現連續七個季度正增長。小鵬汽車銷量1、小鵬汽車2021年12月總交付量16,000臺，同比增長181%。2、第四季度累計交付量達到41,751臺，環比增長63%，同比增長222%。3、2021年小鵬汽車全年總交付量達到98,155臺，爲2020年的3.6倍。4、12月，小鵬P7交付7,459臺，全年累計交付60,569臺，佔全年總交付量的62%。5、小鵬P5在今年10月開啓規模交付後持續爬坡，12月交付5,030臺創下新高。6、小鵬G3系列產品年累計交付量29,721臺，同比增長148%。理想汽車銷量理想汽車公佈2021年12月交付數據。2021年12月，理想汽車交付14,087輛理想ONE，同比2020年","listText":"摘要: 今天新能源汽車蔚來、小鵬、理想分別公佈了自己的12月銷量, 小鵬和理想繼續新高, 蔚來還在那裏徘徊。本文首發於公衆號: 美股指南 2021年四季度也結束了， 按照之前各種官方給第四季度指引，蔚來當時預期23500到25500輛, 實際: 25034，在預期中，不過有點偏弱。理想預期30,000至32,000輛， 實際: 35221 略超預期了，小鵬預期: 34500~36500臺。實際: 41751, 算是大超預期了。<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽車(LI)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鵬汽車(XPEV)$</a>&nbsp;蔚來汽車銷量2021年12月，蔚來交付新車10,489臺，同比增長49.7%。四季度共交付25,034臺，同比增長44.3%，實現連續七個季度正增長。小鵬汽車銷量1、小鵬汽車2021年12月總交付量16,000臺，同比增長181%。2、第四季度累計交付量達到41,751臺，環比增長63%，同比增長222%。3、2021年小鵬汽車全年總交付量達到98,155臺，爲2020年的3.6倍。4、12月，小鵬P7交付7,459臺，全年累計交付60,569臺，佔全年總交付量的62%。5、小鵬P5在今年10月開啓規模交付後持續爬坡，12月交付5,030臺創下新高。6、小鵬G3系列產品年累計交付量29,721臺，同比增長148%。理想汽車銷量理想汽車公佈2021年12月交付數據。2021年12月，理想汽車交付14,087輛理想ONE，同比2020年","text":"摘要: 今天新能源汽車蔚來、小鵬、理想分別公佈了自己的12月銷量, 小鵬和理想繼續新高, 蔚來還在那裏徘徊。本文首發於公衆號: 美股指南 2021年四季度也結束了， 按照之前各種官方給第四季度指引，蔚來當時預期23500到25500輛, 實際: 25034，在預期中，不過有點偏弱。理想預期30,000至32,000輛， 實際: 35221 略超預期了，小鵬預期: 34500~36500臺。實際: 41751, 算是大超預期了。$蔚來(NIO)$ $理想汽車(LI)$ $小鵬汽車(XPEV)$ 蔚來汽車銷量2021年12月，蔚來交付新車10,489臺，同比增長49.7%。四季度共交付25,034臺，同比增長44.3%，實現連續七個季度正增長。小鵬汽車銷量1、小鵬汽車2021年12月總交付量16,000臺，同比增長181%。2、第四季度累計交付量達到41,751臺，環比增長63%，同比增長222%。3、2021年小鵬汽車全年總交付量達到98,155臺，爲2020年的3.6倍。4、12月，小鵬P7交付7,459臺，全年累計交付60,569臺，佔全年總交付量的62%。5、小鵬P5在今年10月開啓規模交付後持續爬坡，12月交付5,030臺創下新高。6、小鵬G3系列產品年累計交付量29,721臺，同比增長148%。理想汽車銷量理想汽車公佈2021年12月交付數據。2021年12月，理想汽車交付14,087輛理想ONE，同比2020年","images":[{"img":"https://static.tigerbbs.com/41981e1e017135d9eef645241a1e90b4","width":"632","height":"290"},{"img":"https://static.tigerbbs.com/dfb86c4bc3cf82648489d2e61907d758","width":"632","height":"287"},{"img":"https://static.tigerbbs.com/3aa2668a0a18278489bfbb6a17ee75c3","width":"632","height":"522"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/692511867","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001938161,"gmtCreate":1641136015501,"gmtModify":1676533575051,"author":{"id":"3569289016545699","authorId":"3569289016545699","name":"冷静思考专注","avatar":"https://static.tigerbbs.com/936d9687bd22a1dbca1058650790bbcf","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3569289016545699","idStr":"3569289016545699"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001938161","repostId":"1116655525","repostType":4,"repost":{"id":"1116655525","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1641094892,"share":"https://ttm.financial/m/news/1116655525?lang=en_US&edition=fundamental","pubTime":"2022-01-02 11:41","market":"us","language":"zh","title":"How to choose stocks in US stocks in 2022? Morgan Stanley preferred the most \"core\" company in the supply chain","url":"https://stock-news.laohu8.com/highlight/detail?id=1116655525","media":"Wind万得","summary":"摘要：大摩认为，在新冠病毒不断变异中，全球供应链仍然脆弱。预测物流成本仍将大幅上升，并将持续到2022年。细分行业方面，大摩偏爱汽车和工业方面的半导体公司。摩根士丹利表示在最近一份评估全球供应链、风险","content":"<p><html><head></head><body>Abstract: Morgan Stanley believes that the global supply chain remains fragile amid the continuous mutation of Novel Coronavirus. It is forecast that logistics costs will still rise significantly and will continue until 2022. In terms of industry segments, Morgan Stanley prefers semiconductor companies in automotive and industrial fields.<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Said in a recent report assessing global supply chains, risks and bottlenecks, the worst supply chain disruptions have eased and will be more comprehensively addressed in the first half of 2022. As a result, the bank selects stocks that are central in supply and heavily impacted by supply chain disruptions.</p><p>This year's supply chain crisis has hit businesses hard, with industrial production unable to keep up with the post-pandemic surge in demand. Energy shortages in Asia and Europe, as well as lockdowns related to COVID-19 pandemic, have caused significant supply chain disruptions.<b><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>He said that global supply chains remain fragile amid Novel Coronavirus's constant mutation.</b></p><p>The bank's analysts wrote in a Dec. 14 note: However, orders have surged due to concerns about product sourcing, which has led to an inflation in the backlog, especially for consumer electronics and market segments at risk of demand disruption.<b>Morgan Stanley predicts that logistics costs will still rise significantly and will continue into 2022.</b>Quarantine and travel restrictions on major transcontinental routes are unlikely to be eased in a coordinated manner through 2022, with little new capacity added until the end of 2023.</p><p>For companies that produce tech hardware, Morgan Stanley is wary of companies with increased backlogs and limited visibility on when demand will return to normal. The company said it prefers semiconductor companies with exposure to automotive and industrial products. Morgan Stanley favors companies dubbed regional champions, recognising their importance to the supply chain and the role policymakers may play to support their position against competitive pressure from other areas of influence.</p><p>The report said: These companies do stand out in the 2020/21 global supply chain challenges, and broadly speaking, also see them exhibit stronger profitability trends, significantly outperforming the MSCI ACWI Global Equity Index.</p><p>Here are the companies that Morgan Stanley calls the core of the supply chain:</p><p><ul><li>Technology hardware:<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/HPQ\">Hewlett-Packard</a>、<a href=\"https://laohu8.com/S/CSCO\">Cisco</a>, Lenovo, Fujitsu, Hitachi</p><p></li><li>Semiconductor:<a href=\"https://laohu8.com/S/SMSD.UK\">Samsung Electronics</a>、<a href=\"https://laohu8.com/S/INTC\">Intel</a>、<a href=\"https://laohu8.com/S/0KED.UK\">Infineon</a>Science and technology,<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a></p><p></li><li>Automobiles and parts: Volkswagen,<a href=\"https://laohu8.com/S/F\">Ford Motor</a>Daimler,<a href=\"https://laohu8.com/S/GM\">General Motors</a>, BMW,<a href=\"https://laohu8.com/S/TTM\">Tata Motors</a>、<a href=\"https://laohu8.com/S/0NQF.UK\">Renault</a>、<a href=\"https://laohu8.com/S/HYUD.UK\">Hyundai Motors</a>, Continental Motors (Continental)</p><p></li><li>Software:<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>$IBM (<a href=\"https://laohu8.com/S/IBM\">IBM</a>)$、<a href=\"https://laohu8.com/S/DELL\">Dell</a>SAP</p><p></li><li>Insurance:<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway</p><p></li><li>Consumer Electronics:<a href=\"https://laohu8.com/S/SNE\">Sony</a>、<a href=\"https://laohu8.com/S/PC\">Panasonic</a>LG Electronics</p><p></li><li>Retail:<a href=\"https://laohu8.com/S/AMZN\">Amazon</a></p><p></li><li>Capital Goods: Volvo AB, Siemens</p><p></li></ul>Morgan Stanley also listed the companies it believes are most stressed by supply chain bottlenecks, saying that industries falling into this category can best transmit the pressure of supply chain pressure, in part because, despite increased automation or capital investment, companies in this group still face continued reliance on labor inputs.</p><p>Coupled with other factors, such as reliance on markets affected by trade or other policy frictions, this makes these companies vulnerable to geopolitics and labor dynamics, but is also critical to global supply chains, with specific examples including container shipping and semiconductor companies. Morgan Stanley said that such companies may face cost pressures, but they still have pricing power because of their industry status.</p><p>In the semiconductor field<a href=\"https://laohu8.com/S/0KED.UK\">Infineon</a>, ST Microelectronics, NXP Semiconductors, Microchip Technology, Texas Instruments, Analog Equipment, ON Semiconductors, Globalfoundries, New<a href=\"https://laohu8.com/S/000920\">Wharton Technology</a>, Nanya Technology; Technical hardware industry<a href=\"https://laohu8.com/S/00285\">BYD Electronics</a>, Wingtech Technologies, Unimicron, Kinsus Interconnect Tech, Nanya PCB, and the network equipment industry's Lumentum, II-VI,<a href=\"https://laohu8.com/S/GLW\">Corning</a>, CommScope, et al. This type of company is classified as a bottleneck stock by Morgan Stanley Morgan Stanley said that in the face of disruptions and capacity constraints, in addition to raising prices to compensate for higher input costs or rationing capacity through backlogs, these companies have very limited other options.</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>How to choose stocks in US stocks in 2022? Morgan Stanley preferred the most \"core\" company in the supply chain</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\">\nHow to choose stocks in US stocks in 2022? Morgan Stanley preferred the most \"core\" company in the supply chain\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time smaller\">2022-01-02 11:41</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: Morgan Stanley believes that the global supply chain remains fragile amid the continuous mutation of Novel Coronavirus. It is forecast that logistics costs will still rise significantly and will continue until 2022. In terms of industry segments, Morgan Stanley prefers semiconductor companies in automotive and industrial fields.<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Said in a recent report assessing global supply chains, risks and bottlenecks, the worst supply chain disruptions have eased and will be more comprehensively addressed in the first half of 2022. As a result, the bank selects stocks that are central in supply and heavily impacted by supply chain disruptions.</p><p>This year's supply chain crisis has hit businesses hard, with industrial production unable to keep up with the post-pandemic surge in demand. Energy shortages in Asia and Europe, as well as lockdowns related to COVID-19 pandemic, have caused significant supply chain disruptions.<b><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>He said that global supply chains remain fragile amid Novel Coronavirus's constant mutation.</b></p><p>The bank's analysts wrote in a Dec. 14 note: However, orders have surged due to concerns about product sourcing, which has led to an inflation in the backlog, especially for consumer electronics and market segments at risk of demand disruption.<b>Morgan Stanley predicts that logistics costs will still rise significantly and will continue into 2022.</b>Quarantine and travel restrictions on major transcontinental routes are unlikely to be eased in a coordinated manner through 2022, with little new capacity added until the end of 2023.</p><p>For companies that produce tech hardware, Morgan Stanley is wary of companies with increased backlogs and limited visibility on when demand will return to normal. The company said it prefers semiconductor companies with exposure to automotive and industrial products. Morgan Stanley favors companies dubbed regional champions, recognising their importance to the supply chain and the role policymakers may play to support their position against competitive pressure from other areas of influence.</p><p>The report said: These companies do stand out in the 2020/21 global supply chain challenges, and broadly speaking, also see them exhibit stronger profitability trends, significantly outperforming the MSCI ACWI Global Equity Index.</p><p>Here are the companies that Morgan Stanley calls the core of the supply chain:</p><p><ul><li>Technology hardware:<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/HPQ\">Hewlett-Packard</a>、<a href=\"https://laohu8.com/S/CSCO\">Cisco</a>, Lenovo, Fujitsu, Hitachi</p><p></li><li>Semiconductor:<a href=\"https://laohu8.com/S/SMSD.UK\">Samsung Electronics</a>、<a href=\"https://laohu8.com/S/INTC\">Intel</a>、<a href=\"https://laohu8.com/S/0KED.UK\">Infineon</a>Science and technology,<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a></p><p></li><li>Automobiles and parts: Volkswagen,<a href=\"https://laohu8.com/S/F\">Ford Motor</a>Daimler,<a href=\"https://laohu8.com/S/GM\">General Motors</a>, BMW,<a href=\"https://laohu8.com/S/TTM\">Tata Motors</a>、<a href=\"https://laohu8.com/S/0NQF.UK\">Renault</a>、<a href=\"https://laohu8.com/S/HYUD.UK\">Hyundai Motors</a>, Continental Motors (Continental)</p><p></li><li>Software:<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>$IBM (<a href=\"https://laohu8.com/S/IBM\">IBM</a>)$、<a href=\"https://laohu8.com/S/DELL\">Dell</a>SAP</p><p></li><li>Insurance:<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway</p><p></li><li>Consumer Electronics:<a href=\"https://laohu8.com/S/SNE\">Sony</a>、<a href=\"https://laohu8.com/S/PC\">Panasonic</a>LG Electronics</p><p></li><li>Retail:<a href=\"https://laohu8.com/S/AMZN\">Amazon</a></p><p></li><li>Capital Goods: Volvo AB, Siemens</p><p></li></ul>Morgan Stanley also listed the companies it believes are most stressed by supply chain bottlenecks, saying that industries falling into this category can best transmit the pressure of supply chain pressure, in part because, despite increased automation or capital investment, companies in this group still face continued reliance on labor inputs.</p><p>Coupled with other factors, such as reliance on markets affected by trade or other policy frictions, this makes these companies vulnerable to geopolitics and labor dynamics, but is also critical to global supply chains, with specific examples including container shipping and semiconductor companies. Morgan Stanley said that such companies may face cost pressures, but they still have pricing power because of their industry status.</p><p>In the semiconductor field<a href=\"https://laohu8.com/S/0KED.UK\">Infineon</a>, ST Microelectronics, NXP Semiconductors, Microchip Technology, Texas Instruments, Analog Equipment, ON Semiconductors, Globalfoundries, New<a href=\"https://laohu8.com/S/000920\">Wharton Technology</a>, Nanya Technology; Technical hardware industry<a href=\"https://laohu8.com/S/00285\">BYD Electronics</a>, Wingtech Technologies, Unimicron, Kinsus Interconnect Tech, Nanya PCB, and the network equipment industry's Lumentum, II-VI,<a href=\"https://laohu8.com/S/GLW\">Corning</a>, CommScope, et al. This type of company is classified as a bottleneck stock by Morgan Stanley Morgan Stanley said that in the face of disruptions and capacity constraints, in addition to raising prices to compensate for higher input costs or rationing capacity through backlogs, these companies have very limited other options.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{"MS":"摩根士丹利","BK4127":"投资银行业与经纪业","BK4504":"桥水持仓",".DJI":"道琼斯","BK4534":"瑞士信贷持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116655525","content_text":"摘要：大摩认为，在新冠病毒不断变异中，全球供应链仍然脆弱。预测物流成本仍将大幅上升，并将持续到2022年。细分行业方面，大摩偏爱汽车和工业方面的半导体公司。摩根士丹利表示在最近一份评估全球供应链、风险和瓶颈的报告中提出，最严重的供应链中断已经有所缓解，并将在2022年上半年得到更全面的解决。因此，该行选中在供应量中处于中心地位和受供应链中断严重影响的股票。今年的供应链危机对企业造成了沉重打击，工业生产无法满足大流行后的需求激增。亚洲和欧洲的能源短缺，以及与新冠疫情相关的封锁，导致了供应链受到极大的干扰。摩根士丹利表示，在新冠病毒不断变异中，全球供应链仍然脆弱。该行分析师在12月14日的报告中写道：「然而，由于对产品采购的担忧，订单激增，从而导致积压订单量膨胀，对于面临需求破坏风险的消费电子产品和细分市场尤其如此」。摩根士丹利预测，物流成本仍将大幅上升，并将持续到2022年。「到2022年，不太可能以协调一致的方式放松主要横贯大陆路线的检疫和旅行限制，直到2023年底，新增运力很少。」对于生产科技硬件的公司，摩根士丹利对积压量增加、需求何时恢复正常的可见性有限的公司持谨慎态度。该公司表示，它更喜欢接触汽车和工业产品的半导体公司。摩根士丹利青睐被称为「区域冠军」的公司，「认识到它们对供应链的重要性，以及决策者可能发挥的作用，以支持它们的地位，抵御来自其他影响领域的竞争压力。」报告称：这些公司确实在2020/21年全球供应链挑战中表现突出，从广义上讲，也看到它们表现出更强的盈利趋势，显著优于摩根士丹利资本国际ACWI全球股票指数。以下是摩根士丹利称之为供应链最「核心」的公司：科技硬件：苹果、惠普、思科、联想、富士通、日立半导体：三星电子、英特尔、英飞凌科技、英伟达汽车及零部件：大众汽车、福特汽车、戴姆勒、通用汽车、宝马、塔塔汽车、雷诺、现代汽车、大陆汽车（Continental）软件：微软、$IBM(IBM)$、戴尔、SAP保险：伯克希尔哈撒韦消费电子：索尼、松下、LG电子零售：亚马逊资本货物：沃尔沃AB、西门子摩根士丹利还列出了其认为受到供应链瓶颈压力最大的公司，称「属于这一类的行业最能传递供应链压力的压力，部分原因是，尽管自动化程度或资本投资有所提高，但这一群体中的公司仍面临对劳动力投入的持续依赖。」再加上其他因素，如依赖受贸易或其他政策摩擦影响的市场，这「使这些公司容易受到地缘政治和劳动力动态的影响，但对全球供应链也至关重要」，具体例子包括集装箱运输和半导体公司。摩根士丹利表示，这类公司可能面临成本压力，但由于其行业地位，它们仍然拥有定价权。半导体领域的英飞凌、ST微电子、NXP半导体、微芯片技术、德克萨斯仪器、模拟设备、ON半导体、Globalfoundries、纽沃顿科技、南亚科技；技术硬件行业的比亚迪电子、Wingtech技术、Unimicron、Kinsus Interconnect Tech、南亚PCB，以及网络设备行业的Lumentum、II-VI、康宁、康普等。这类型的公司被摩根士丹利归类为「瓶颈」类股票摩根士丹利表示，「在面临中断和产能限制的情况下，除了提高价格以补偿更高的投入成本或通过积压订单来定量供应产能外，这些公司的其他选择非常有限。」","news_type":1,"symbols_score_info":{"MS":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001931645,"gmtCreate":1641135837687,"gmtModify":1676533575075,"author":{"id":"3569289016545699","authorId":"3569289016545699","name":"冷静思考专注","avatar":"https://static.tigerbbs.com/936d9687bd22a1dbca1058650790bbcf","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3569289016545699","idStr":"3569289016545699"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001931645","repostId":"692561749","repostType":1,"repost":{"id":692561749,"gmtCreate":1641056660583,"gmtModify":1676532513526,"author":{"id":"3527667591235607","authorId":"3527667591235607","name":"OptionPlus","avatar":"https://static.tigerbbs.com/e8009c23927adcf8b5e1e1d101178392","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667591235607","idStr":"3527667591235607"},"themes":[],"title":"期權覆盤：“女股神”佩洛西帶盤期權，有什麼值得我們關注的機會？","htmlText":"虎年快樂啊親們！希望大家22年虎虎生威，投資中如虎添翼！ 趁假期來複盤一下市場，回顧了我19日發的帖子《<a href=\"https://laohu8.com/TW/693017474\" target=\"_blank\">聖誕行情或遲不缺，別錯過蘋果、特斯拉的賣權期！</a>》中說的聖誕行情會啓動，納斯達克果然在20日完成小雙底開啓反彈趨勢。只是沒想到率先創新高的是標普，然後是道指，而納斯達克距離新高還有一步之遙。我原以爲是成長股領漲，但真實情況是消費再度領漲，必須消費品ETF<a href=\"https://laohu8.com/S/XLP\">$消費品指數ETF-SPDR主要消費品(XLP)$</a> 整個12月漲了接近10%。當然從全年來看，隨着原油價格新高，能源板塊一馬當前。 目前納斯達克完成了小雙底之後已經衝破阻力位置，下週，最遲下下週會走出新高，至少會去前高溜一圈，之後纔會有新的調整。那標普應該也不會弱，大概率沿趨勢線上沿走一波。QQQ可以搞起來，穩一點SPY也不錯。下週5號開始電子界的春晚CES，市場比較期待的<a href=\"https://laohu8.com/S/NVDA\">$英偉達(NVDA)$</a> 將展示加速技術的設計、仿真、遊戲和自動駕駛方面的突破。<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> 將會揭曉下一代銳龍6000系列處理器。英特爾也會發布12代酷睿和收款遊戲卡AlchemistARC。從上週開始芯片股就在領漲納指，相信這種熱度會延續到下週CES。 我兩週前就做了NVDA 價格250的賣put，昨天31日到期了。NVDA和AMD的走私相似度很高，二者都在50日線反彈，再回踩了一遍，50日線的支撐非常明顯，下週開盤我會繼續做50日線下方的賣put，選擇1月月權，NVDA大概仍然在250-26","listText":"虎年快樂啊親們！希望大家22年虎虎生威，投資中如虎添翼！ 趁假期來複盤一下市場，回顧了我19日發的帖子《<a href=\"https://laohu8.com/TW/693017474\" target=\"_blank\">聖誕行情或遲不缺，別錯過蘋果、特斯拉的賣權期！</a>》中說的聖誕行情會啓動，納斯達克果然在20日完成小雙底開啓反彈趨勢。只是沒想到率先創新高的是標普，然後是道指，而納斯達克距離新高還有一步之遙。我原以爲是成長股領漲，但真實情況是消費再度領漲，必須消費品ETF<a href=\"https://laohu8.com/S/XLP\">$消費品指數ETF-SPDR主要消費品(XLP)$</a> 整個12月漲了接近10%。當然從全年來看，隨着原油價格新高，能源板塊一馬當前。 目前納斯達克完成了小雙底之後已經衝破阻力位置，下週，最遲下下週會走出新高，至少會去前高溜一圈，之後纔會有新的調整。那標普應該也不會弱，大概率沿趨勢線上沿走一波。QQQ可以搞起來，穩一點SPY也不錯。下週5號開始電子界的春晚CES，市場比較期待的<a href=\"https://laohu8.com/S/NVDA\">$英偉達(NVDA)$</a> 將展示加速技術的設計、仿真、遊戲和自動駕駛方面的突破。<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> 將會揭曉下一代銳龍6000系列處理器。英特爾也會發布12代酷睿和收款遊戲卡AlchemistARC。從上週開始芯片股就在領漲納指，相信這種熱度會延續到下週CES。 我兩週前就做了NVDA 價格250的賣put，昨天31日到期了。NVDA和AMD的走私相似度很高，二者都在50日線反彈，再回踩了一遍，50日線的支撐非常明顯，下週開盤我會繼續做50日線下方的賣put，選擇1月月權，NVDA大概仍然在250-26","text":"虎年快樂啊親們！希望大家22年虎虎生威，投資中如虎添翼！ 趁假期來複盤一下市場，回顧了我19日發的帖子《聖誕行情或遲不缺，別錯過蘋果、特斯拉的賣權期！》中說的聖誕行情會啓動，納斯達克果然在20日完成小雙底開啓反彈趨勢。只是沒想到率先創新高的是標普，然後是道指，而納斯達克距離新高還有一步之遙。我原以爲是成長股領漲，但真實情況是消費再度領漲，必須消費品ETF$消費品指數ETF-SPDR主要消費品(XLP)$ 整個12月漲了接近10%。當然從全年來看，隨着原油價格新高，能源板塊一馬當前。 目前納斯達克完成了小雙底之後已經衝破阻力位置，下週，最遲下下週會走出新高，至少會去前高溜一圈，之後纔會有新的調整。那標普應該也不會弱，大概率沿趨勢線上沿走一波。QQQ可以搞起來，穩一點SPY也不錯。下週5號開始電子界的春晚CES，市場比較期待的$英偉達(NVDA)$ 將展示加速技術的設計、仿真、遊戲和自動駕駛方面的突破。$AMD(AMD)$ 將會揭曉下一代銳龍6000系列處理器。英特爾也會發布12代酷睿和收款遊戲卡AlchemistARC。從上週開始芯片股就在領漲納指，相信這種熱度會延續到下週CES。 我兩週前就做了NVDA 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昨天發生了一件足以改變市場格局的大事，但幾乎所有的財經媒體對此都沒有報道。 市場認爲2022年3月美聯儲第一次的可能性高於50%，之前這種看法聞所未聞。受此影響當日美國股市漲勢戛然而止，金價高位突然下跌，即使是專業的分析師也不知道當時發生了什麼。 造成這樣的原因可能是，（隨着2022年將至）美聯儲內部擁有投票權的成員將進行新一輪輪換，一些鴿派的地區聯儲主席將被鷹派的地區聯儲主席換下。 輪上投票權的地區聯儲主席： 1）堪薩斯聯儲主席喬治 2）克利夫蘭聯儲主席梅斯特 3）聖路易斯聯儲主席布拉德 4）仍在招聘的波士頓聯儲主席（在此期間，費城聯儲主席哈克將代替波士頓投票） 注：在美聯儲12月會議前，布拉德和梅斯特都贊成加快退出QE。而喬治在11月就曾警告過高通脹，並且一直屬於鷹派成員。 輪下的地區聯儲主席： 1）芝加哥聯儲主席埃文斯 2）亞特蘭大聯儲主席博斯蒂克 3）里奇蒙聯儲主席巴爾金 4）舊金山聯儲主席戴莉 此輪投票權輪換，將爲美聯儲在3月加息掃清障礙。 美聯儲的組織結構設計是全世界最複雜的。 在滿員狀態下，美聯儲理事會共有19位決策者（共計12票）： 主席：1人（擁有永久投票權） 副主席：1人（擁有永久投票權） 理事：5人（擁有永久投票權） 地方聯儲主席：12人（其中紐約聯儲主席擁有永久投票權，剩餘的4個投票權由其他11位聯儲主席每年輪換） 比起誰是主席，美聯儲理事會的運作更爲重要，每次美聯儲的重大決議（比如加息或降息），都是這些人投票決定的。 今年的情況就非常特殊，劃重點： 第一，恰好三位鴿派的地方聯儲主席投票權被四位鷹派聯儲主席換下； 第二，美聯儲理事出現三位空缺。 這兩點會對市場產生兩次影響： 第一次影響：鷹派地區聯儲主席上陣，市場將2022年美聯儲第一次加息時間提前到3月份； 第二次影響：拜登很可能會找三位溫和派人物擔任美聯儲理事，平衡美聯儲內部（","listText":"出自：華爾街情報圈 昨天發生了一件足以改變市場格局的大事，但幾乎所有的財經媒體對此都沒有報道。 市場認爲2022年3月美聯儲第一次的可能性高於50%，之前這種看法聞所未聞。受此影響當日美國股市漲勢戛然而止，金價高位突然下跌，即使是專業的分析師也不知道當時發生了什麼。 造成這樣的原因可能是，（隨着2022年將至）美聯儲內部擁有投票權的成員將進行新一輪輪換，一些鴿派的地區聯儲主席將被鷹派的地區聯儲主席換下。 輪上投票權的地區聯儲主席： 1）堪薩斯聯儲主席喬治 2）克利夫蘭聯儲主席梅斯特 3）聖路易斯聯儲主席布拉德 4）仍在招聘的波士頓聯儲主席（在此期間，費城聯儲主席哈克將代替波士頓投票） 注：在美聯儲12月會議前，布拉德和梅斯特都贊成加快退出QE。而喬治在11月就曾警告過高通脹，並且一直屬於鷹派成員。 輪下的地區聯儲主席： 1）芝加哥聯儲主席埃文斯 2）亞特蘭大聯儲主席博斯蒂克 3）里奇蒙聯儲主席巴爾金 4）舊金山聯儲主席戴莉 此輪投票權輪換，將爲美聯儲在3月加息掃清障礙。 美聯儲的組織結構設計是全世界最複雜的。 在滿員狀態下，美聯儲理事會共有19位決策者（共計12票）： 主席：1人（擁有永久投票權） 副主席：1人（擁有永久投票權） 理事：5人（擁有永久投票權） 地方聯儲主席：12人（其中紐約聯儲主席擁有永久投票權，剩餘的4個投票權由其他11位聯儲主席每年輪換） 比起誰是主席，美聯儲理事會的運作更爲重要，每次美聯儲的重大決議（比如加息或降息），都是這些人投票決定的。 今年的情況就非常特殊，劃重點： 第一，恰好三位鴿派的地方聯儲主席投票權被四位鷹派聯儲主席換下； 第二，美聯儲理事出現三位空缺。 這兩點會對市場產生兩次影響： 第一次影響：鷹派地區聯儲主席上陣，市場將2022年美聯儲第一次加息時間提前到3月份； 第二次影響：拜登很可能會找三位溫和派人物擔任美聯儲理事，平衡美聯儲內部（","text":"出自：華爾街情報圈 昨天發生了一件足以改變市場格局的大事，但幾乎所有的財經媒體對此都沒有報道。 市場認爲2022年3月美聯儲第一次的可能性高於50%，之前這種看法聞所未聞。受此影響當日美國股市漲勢戛然而止，金價高位突然下跌，即使是專業的分析師也不知道當時發生了什麼。 造成這樣的原因可能是，（隨着2022年將至）美聯儲內部擁有投票權的成員將進行新一輪輪換，一些鴿派的地區聯儲主席將被鷹派的地區聯儲主席換下。 輪上投票權的地區聯儲主席： 1）堪薩斯聯儲主席喬治 2）克利夫蘭聯儲主席梅斯特 3）聖路易斯聯儲主席布拉德 4）仍在招聘的波士頓聯儲主席（在此期間，費城聯儲主席哈克將代替波士頓投票） 注：在美聯儲12月會議前，布拉德和梅斯特都贊成加快退出QE。而喬治在11月就曾警告過高通脹，並且一直屬於鷹派成員。 輪下的地區聯儲主席： 1）芝加哥聯儲主席埃文斯 2）亞特蘭大聯儲主席博斯蒂克 3）里奇蒙聯儲主席巴爾金 4）舊金山聯儲主席戴莉 此輪投票權輪換，將爲美聯儲在3月加息掃清障礙。 美聯儲的組織結構設計是全世界最複雜的。 在滿員狀態下，美聯儲理事會共有19位決策者（共計12票）： 主席：1人（擁有永久投票權） 副主席：1人（擁有永久投票權） 理事：5人（擁有永久投票權） 地方聯儲主席：12人（其中紐約聯儲主席擁有永久投票權，剩餘的4個投票權由其他11位聯儲主席每年輪換） 比起誰是主席，美聯儲理事會的運作更爲重要，每次美聯儲的重大決議（比如加息或降息），都是這些人投票決定的。 今年的情況就非常特殊，劃重點： 第一，恰好三位鴿派的地方聯儲主席投票權被四位鷹派聯儲主席換下； 第二，美聯儲理事出現三位空缺。 這兩點會對市場產生兩次影響： 第一次影響：鷹派地區聯儲主席上陣，市場將2022年美聯儲第一次加息時間提前到3月份； 第二次影響：拜登很可能會找三位溫和派人物擔任美聯儲理事，平衡美聯儲內部（","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/692941282","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889084659,"gmtCreate":1631092133771,"gmtModify":1676530465349,"author":{"id":"3569289016545699","authorId":"3569289016545699","name":"冷静思考专注","avatar":"https://static.tigerbbs.com/936d9687bd22a1dbca1058650790bbcf","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3569289016545699","idStr":"3569289016545699"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/889084659","repostId":"889010339","repostType":1,"repost":{"id":889010339,"gmtCreate":1631090266917,"gmtModify":1676530464847,"author":{"id":"20722186463466","authorId":"20722186463466","name":"爱发红包的虎妞","avatar":"https://static.tigerbbs.com/acf27be178fbc21279d1959ce5bec4e7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"20722186463466","idStr":"20722186463466"},"themes":[],"title":"【投票】選出你心中的?IP形象！","htmlText":"親愛的虎友們~&nbsp;❤️❤️❤️ 我們的設計小姐姐新出了老虎IP形象，大家一起來投票，選出你最喜歡的?！請按照編碼在下方投票，最多選3個，我們將綜合參考虎友們的喜好，做你們心中的小虎~&nbsp;如果在評論區留下理由的用戶將有機會獲得100枚硬幣！","listText":"親愛的虎友們~&nbsp;❤️❤️❤️ 我們的設計小姐姐新出了老虎IP形象，大家一起來投票，選出你最喜歡的?！請按照編碼在下方投票，最多選3個，我們將綜合參考虎友們的喜好，做你們心中的小虎~&nbsp;如果在評論區留下理由的用戶將有機會獲得100枚硬幣！","text":"親愛的虎友們~ ❤️❤️❤️ 我們的設計小姐姐新出了老虎IP形象，大家一起來投票，選出你最喜歡的?！請按照編碼在下方投票，最多選3個，我們將綜合參考虎友們的喜好，做你們心中的小虎~ 如果在評論區留下理由的用戶將有機會獲得100枚硬幣！","images":[{"img":"https://static.tigerbbs.com/5c5c740247a215627df1e658fb04c388","width":"1836","height":"936"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/889010339","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"vote":{"id":1554,"gmtBegin":1631090346641,"gmtEnd":1631349489886,"type":1,"upper":3,"title":"你更喜歡哪個小虎形象？","choices":[{"id":5737,"sort":1,"name":"1","userSize":165,"voted":false},{"id":5738,"sort":2,"name":"2","userSize":135,"voted":false},{"id":5739,"sort":3,"name":"3","userSize":122,"voted":false},{"id":5740,"sort":4,"name":"4","userSize":21,"voted":false},{"id":5741,"sort":5,"name":"5","userSize":138,"voted":false},{"id":5742,"sort":6,"name":"6","userSize":57,"voted":false},{"id":5743,"sort":7,"name":"7","userSize":53,"voted":false},{"id":5744,"sort":8,"name":"8","userSize":42,"voted":false}]},"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812164320,"gmtCreate":1630565475360,"gmtModify":1676530341802,"author":{"id":"3569289016545699","authorId":"3569289016545699","name":"冷静思考专注","avatar":"https://static.tigerbbs.com/936d9687bd22a1dbca1058650790bbcf","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3569289016545699","idStr":"3569289016545699"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a> buy","listText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a> buy","text":"$Zoom(ZM)$ buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/812164320","repostId":"812398122","repostType":1,"repost":{"id":812398122,"gmtCreate":1630550896162,"gmtModify":1676530337909,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"?【9月2日】漲瘋，中概再現集體大反彈！今天買什麼？","htmlText":"聊聊今日份的交易想法，包括對於大盤走勢後續的看法？看漲/看跌哪隻股票、曬曬單等等。 港股市場 9月2日，恆生指數開盤上漲175.23點，漲幅0.67%，報26203.52點；國企指數開盤上漲109.89點，漲幅1.19%，報9381.21點；紅籌指數開盤下跌3.23點，跌幅0.08%，報3936.2點。 恆生科技指數高開近2%，科技股普遍走高，<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美團-W(03690)$</a> 漲近4%，<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 漲近3%，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$騰訊控股(00700)$</a> 漲超2%，<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集團-W(01810)$</a> 漲超1%。 藥品股強勢，<a target=\"_blank\" href=\"https://laohu8.com/S/06618\">$京東健康(06618)$</a> 漲3.5%，<a target=\"_blank\" href=\"https://laohu8.com/S/01099\">$國藥控股(01099)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/02196\">$復星醫藥(02196)$</a> 升超2%；乳業股、教育股、汽車股、菸草概念股、物業股多數上揚；香港銀行股下跌明顯，石油股、藍籌地產股普跌。","listText":"聊聊今日份的交易想法，包括對於大盤走勢後續的看法？看漲/看跌哪隻股票、曬曬單等等。 港股市場 9月2日，恆生指數開盤上漲175.23點，漲幅0.67%，報26203.52點；國企指數開盤上漲109.89點，漲幅1.19%，報9381.21點；紅籌指數開盤下跌3.23點，跌幅0.08%，報3936.2點。 恆生科技指數高開近2%，科技股普遍走高，<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美團-W(03690)$</a> 漲近4%，<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 漲近3%，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$騰訊控股(00700)$</a> 漲超2%，<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集團-W(01810)$</a> 漲超1%。 藥品股強勢，<a target=\"_blank\" href=\"https://laohu8.com/S/06618\">$京東健康(06618)$</a> 漲3.5%，<a target=\"_blank\" href=\"https://laohu8.com/S/01099\">$國藥控股(01099)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/02196\">$復星醫藥(02196)$</a> 升超2%；乳業股、教育股、汽車股、菸草概念股、物業股多數上揚；香港銀行股下跌明顯，石油股、藍籌地產股普跌。","text":"聊聊今日份的交易想法，包括對於大盤走勢後續的看法？看漲/看跌哪隻股票、曬曬單等等。 港股市場 9月2日，恆生指數開盤上漲175.23點，漲幅0.67%，報26203.52點；國企指數開盤上漲109.89點，漲幅1.19%，報9381.21點；紅籌指數開盤下跌3.23點，跌幅0.08%，報3936.2點。 恆生科技指數高開近2%，科技股普遍走高，$美團-W(03690)$ 漲近4%，$阿里巴巴-SW(09988)$ 漲近3%，$騰訊控股(00700)$ 漲超2%，$小米集團-W(01810)$ 漲超1%。 藥品股強勢，$京東健康(06618)$ 漲3.5%，$國藥控股(01099)$ 、$復星醫藥(02196)$ 升超2%；乳業股、教育股、汽車股、菸草概念股、物業股多數上揚；香港銀行股下跌明顯，石油股、藍籌地產股普跌。","images":[{"img":"https://static.tigerbbs.com/8c224c9889536a14f83eca563ae0bb07","width":"666","height":"284"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/812398122","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835650286,"gmtCreate":1629714063045,"gmtModify":1676530108534,"author":{"id":"3569289016545699","authorId":"3569289016545699","name":"冷静思考专注","avatar":"https://static.tigerbbs.com/936d9687bd22a1dbca1058650790bbcf","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3569289016545699","idStr":"3569289016545699"},"themes":[],"htmlText":"25.89","listText":"25.89","text":"25.89","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/835650286","repostId":"835850828","repostType":1,"repost":{"id":835850828,"gmtCreate":1629705911562,"gmtModify":1676530105375,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"【回覆有獎】預測小米收盤價，搶888虎幣","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集團-W(01810)$</a> 將於8月25日（週三）盤後發佈2021年第二季度業績，預測小米週四收盤價，搶888虎幣啦!!! &nbsp; 上季度回顧 2021年1季度是小米財報最靚麗的季度之一。財報顯示， 1季度，小米集團實現收入769億元，同比增長54.7%，環比增長9.1%，Non-IFRS調整後利潤60.69億元，同比增長163.8%，大超預期50%。總收入和經調整淨利潤均創單季度歷史新高。 小米營收收入主要從智能手機、IoT產品、互聯網業務等三個方面。 智能手機業務：市佔率提升+高端化雙擊，毛利率超預期。小米智能手機業務收入達515億元，同比增長69.8%，毛利率達到12.9%，全球智能手機出貨量達到49.4百萬臺。 IOT產品：延續了去年4季度的疲軟，海外亮眼。AIoT平臺已連接的IoT設備（不包括智能手機及筆記本計算機）數達到3.5億。收入達到182億元，同比增長40.5%。 互聯網服務：增速慢，靜待MAU變現加速。互聯網服務收入達到66億元，同比增長11.4%。本季度，互聯網業務的毛利率達到72.4%。 &nbsp; 2季度財報要點 根據彭博一致預期，預計小米Q2營收爲841.44億元，同比增長57.2%；調整後淨利潤爲54.24億元，同比增長60.8%。 IDC數據顯示，2021Q2小米智能手機出貨量同比增長86.3%至5300萬臺，超越蘋果成爲全球第二，併成爲首個登頂歐洲市場的中國品牌，國內國外市場份額同步提升。 受益於全球範圍內強勁的5G手機需求以及價格上漲的推動，小米仍有望實現5.3%的季度環比收入增長。小米在中國的平均售價第二季度可能比第一季度上漲10%，這將有助於利潤率的提高。 Q2小米智能手機銷量全球第二了！股價能否繼續高歌猛進呢","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集團-W(01810)$</a> 將於8月25日（週三）盤後發佈2021年第二季度業績，預測小米週四收盤價，搶888虎幣啦!!! &nbsp; 上季度回顧 2021年1季度是小米財報最靚麗的季度之一。財報顯示， 1季度，小米集團實現收入769億元，同比增長54.7%，環比增長9.1%，Non-IFRS調整後利潤60.69億元，同比增長163.8%，大超預期50%。總收入和經調整淨利潤均創單季度歷史新高。 小米營收收入主要從智能手機、IoT產品、互聯網業務等三個方面。 智能手機業務：市佔率提升+高端化雙擊，毛利率超預期。小米智能手機業務收入達515億元，同比增長69.8%，毛利率達到12.9%，全球智能手機出貨量達到49.4百萬臺。 IOT產品：延續了去年4季度的疲軟，海外亮眼。AIoT平臺已連接的IoT設備（不包括智能手機及筆記本計算機）數達到3.5億。收入達到182億元，同比增長40.5%。 互聯網服務：增速慢，靜待MAU變現加速。互聯網服務收入達到66億元，同比增長11.4%。本季度，互聯網業務的毛利率達到72.4%。 &nbsp; 2季度財報要點 根據彭博一致預期，預計小米Q2營收爲841.44億元，同比增長57.2%；調整後淨利潤爲54.24億元，同比增長60.8%。 IDC數據顯示，2021Q2小米智能手機出貨量同比增長86.3%至5300萬臺，超越蘋果成爲全球第二，併成爲首個登頂歐洲市場的中國品牌，國內國外市場份額同步提升。 受益於全球範圍內強勁的5G手機需求以及價格上漲的推動，小米仍有望實現5.3%的季度環比收入增長。小米在中國的平均售價第二季度可能比第一季度上漲10%，這將有助於利潤率的提高。 Q2小米智能手機銷量全球第二了！股價能否繼續高歌猛進呢","text":"$小米集團-W(01810)$ 將於8月25日（週三）盤後發佈2021年第二季度業績，預測小米週四收盤價，搶888虎幣啦!!! 上季度回顧 2021年1季度是小米財報最靚麗的季度之一。財報顯示， 1季度，小米集團實現收入769億元，同比增長54.7%，環比增長9.1%，Non-IFRS調整後利潤60.69億元，同比增長163.8%，大超預期50%。總收入和經調整淨利潤均創單季度歷史新高。 小米營收收入主要從智能手機、IoT產品、互聯網業務等三個方面。 智能手機業務：市佔率提升+高端化雙擊，毛利率超預期。小米智能手機業務收入達515億元，同比增長69.8%，毛利率達到12.9%，全球智能手機出貨量達到49.4百萬臺。 IOT產品：延續了去年4季度的疲軟，海外亮眼。AIoT平臺已連接的IoT設備（不包括智能手機及筆記本計算機）數達到3.5億。收入達到182億元，同比增長40.5%。 互聯網服務：增速慢，靜待MAU變現加速。互聯網服務收入達到66億元，同比增長11.4%。本季度，互聯網業務的毛利率達到72.4%。 2季度財報要點 根據彭博一致預期，預計小米Q2營收爲841.44億元，同比增長57.2%；調整後淨利潤爲54.24億元，同比增長60.8%。 IDC數據顯示，2021Q2小米智能手機出貨量同比增長86.3%至5300萬臺，超越蘋果成爲全球第二，併成爲首個登頂歐洲市場的中國品牌，國內國外市場份額同步提升。 受益於全球範圍內強勁的5G手機需求以及價格上漲的推動，小米仍有望實現5.3%的季度環比收入增長。小米在中國的平均售價第二季度可能比第一季度上漲10%，這將有助於利潤率的提高。 Q2小米智能手機銷量全球第二了！股價能否繼續高歌猛進呢","images":[{"img":"https://static.tigerbbs.com/8148f78c27c4cf997fb11bbd65ffb65b","width":"846","height":"370"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/835850828","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":965,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804764866,"gmtCreate":1627981405655,"gmtModify":1703499042300,"author":{"id":"3569289016545699","authorId":"3569289016545699","name":"冷静思考专注","avatar":"https://static.tigerbbs.com/936d9687bd22a1dbca1058650790bbcf","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3569289016545699","idStr":"3569289016545699"},"themes":[],"htmlText":"e","listText":"e","text":"e","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/804764866","repostId":"805997581","repostType":1,"repost":{"id":805997581,"gmtCreate":1627832822143,"gmtModify":1703496397972,"author":{"id":"3480981608385315","authorId":"3480981608385315","name":"美股发掘","avatar":"https://static.tigerbbs.com/9abdc48c0021a0507dbaed6e5ea5d9e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3480981608385315","idStr":"3480981608385315"},"themes":[],"title":"2021年二季度ROKU營收預期同比增長 73% 至 6.15 億，毛利潤同比增長104%。","htmlText":"摘要：在過去的幾年中，視頻流媒體一直以驚人的速度增長。疫情加速了從傳統媒體轉向流媒體,特別是像Netflix，迪斯尼+， HBO等流媒體服務獲得空前的發展。雖然此類流媒體服務是該行業最明顯的受益者，但數字媒體設備製造商 Roku ( ROKU ) 可能從流媒體趨勢中獲益最多。目前CTV廣告賽道涌現出很多不錯的公司，如：ROKU、TTD、MGNI、PUBM等。即使競爭加劇，Roku 仍繼續以驚人的速度增長。公司的第二季度展望是強勁增長，預計總淨收入爲 6.15 億美元（同比增長 73%），預計總毛利潤爲 3 億美元（同比增長 104%）。ROKU2021 年第一季度回顧 總淨收入同比增長 79% 至 5.742 億美元； 平臺收入同比增長 101% 至 4.665 億美元； 毛利同比增長 132% 至 3.268 億美元； Roku 在 2021 年第一季度增加了 240 萬個活躍賬戶，達到 5360 萬，平臺上的賬戶數量同比增長 35%； 流媒體小時數比上一季度增加了 14 億小時，達到 183 億小時； 每用戶平均收入 (ARPU) 增長至 32.14 美元（過去 12 個月），同比增長 32%； 通過市場上 (ATM) 股票發行籌集了大約 10 億美元 第一季度 Roku 觀衆通過 Roku 共觀看了 183 億小時的內容，同比增長 49%。 流媒體巨頭投入大量資金在 Roku 上宣傳其內容Roku 成功的關鍵之一是它在流媒體領域的相對中立性。雖然這種動態隨着 Roku 頻道 的發展而有所改變，但 Roku 仍然是流媒體行業的一支中性力量。它已成爲內容創作者可以同時宣傳其 OTT 流媒體服務及其內容的主要場所之一。 所有擁有豐富內容庫的主要傳統媒體公司終於開始接受流媒體轉型。Roku 現在在其平 臺上擁有所有主要的優質 DTC（直接面向消費者）服務，包括 Discove","listText":"摘要：在過去的幾年中，視頻流媒體一直以驚人的速度增長。疫情加速了從傳統媒體轉向流媒體,特別是像Netflix，迪斯尼+， HBO等流媒體服務獲得空前的發展。雖然此類流媒體服務是該行業最明顯的受益者，但數字媒體設備製造商 Roku ( ROKU ) 可能從流媒體趨勢中獲益最多。目前CTV廣告賽道涌現出很多不錯的公司，如：ROKU、TTD、MGNI、PUBM等。即使競爭加劇，Roku 仍繼續以驚人的速度增長。公司的第二季度展望是強勁增長，預計總淨收入爲 6.15 億美元（同比增長 73%），預計總毛利潤爲 3 億美元（同比增長 104%）。ROKU2021 年第一季度回顧 總淨收入同比增長 79% 至 5.742 億美元； 平臺收入同比增長 101% 至 4.665 億美元； 毛利同比增長 132% 至 3.268 億美元； Roku 在 2021 年第一季度增加了 240 萬個活躍賬戶，達到 5360 萬，平臺上的賬戶數量同比增長 35%； 流媒體小時數比上一季度增加了 14 億小時，達到 183 億小時； 每用戶平均收入 (ARPU) 增長至 32.14 美元（過去 12 個月），同比增長 32%； 通過市場上 (ATM) 股票發行籌集了大約 10 億美元 第一季度 Roku 觀衆通過 Roku 共觀看了 183 億小時的內容，同比增長 49%。 流媒體巨頭投入大量資金在 Roku 上宣傳其內容Roku 成功的關鍵之一是它在流媒體領域的相對中立性。雖然這種動態隨着 Roku 頻道 的發展而有所改變，但 Roku 仍然是流媒體行業的一支中性力量。它已成爲內容創作者可以同時宣傳其 OTT 流媒體服務及其內容的主要場所之一。 所有擁有豐富內容庫的主要傳統媒體公司終於開始接受流媒體轉型。Roku 現在在其平 臺上擁有所有主要的優質 DTC（直接面向消費者）服務，包括 Discove","text":"摘要：在過去的幾年中，視頻流媒體一直以驚人的速度增長。疫情加速了從傳統媒體轉向流媒體,特別是像Netflix，迪斯尼+， HBO等流媒體服務獲得空前的發展。雖然此類流媒體服務是該行業最明顯的受益者，但數字媒體設備製造商 Roku ( ROKU ) 可能從流媒體趨勢中獲益最多。目前CTV廣告賽道涌現出很多不錯的公司，如：ROKU、TTD、MGNI、PUBM等。即使競爭加劇，Roku 仍繼續以驚人的速度增長。公司的第二季度展望是強勁增長，預計總淨收入爲 6.15 億美元（同比增長 73%），預計總毛利潤爲 3 億美元（同比增長 104%）。ROKU2021 年第一季度回顧 總淨收入同比增長 79% 至 5.742 億美元； 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It should be appropriate to get on the bus now","text":"It's a quilt cover. It should be appropriate to get on the bus now","html":"It's a quilt cover. It should be appropriate to get on the bus now"}],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9081242383,"gmtCreate":1650247780596,"gmtModify":1676534678388,"author":{"id":"3569289016545699","authorId":"3569289016545699","name":"冷静思考专注","avatar":"https://static.tigerbbs.com/936d9687bd22a1dbca1058650790bbcf","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569289016545699","authorIdStr":"3569289016545699"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MCD\">$麦当劳(MCD)$</a>good","listText":"<a href=\"https://ttm.financial/S/MCD\">$麦当劳(MCD)$</a>good","text":"$麦当劳(MCD)$good","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081242383","isVote":1,"tweetType":1,"viewCount":3597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096094769,"gmtCreate":1644248159267,"gmtModify":1676533904553,"author":{"id":"3569289016545699","authorId":"3569289016545699","name":"冷静思考专注","avatar":"https://static.tigerbbs.com/936d9687bd22a1dbca1058650790bbcf","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569289016545699","authorIdStr":"3569289016545699"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PFE\">$辉瑞(PFE)$</a>cool！","listText":"<a href=\"https://ttm.financial/S/PFE\">$辉瑞(PFE)$</a>cool！","text":"$辉瑞(PFE)$cool！","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096094769","isVote":1,"tweetType":1,"viewCount":3430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":102544472,"gmtCreate":1620226719896,"gmtModify":1704340503247,"author":{"id":"3569289016545699","authorId":"3569289016545699","name":"冷静思考专注","avatar":"https://static.tigerbbs.com/936d9687bd22a1dbca1058650790bbcf","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569289016545699","authorIdStr":"3569289016545699"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/IBIO\">$iBio Inc.(IBIO)$</a>1.65 all in","listText":"<a href=\"https://laohu8.com/S/IBIO\">$iBio Inc.(IBIO)$</a>1.65 all in","text":"$iBio Inc.(IBIO)$1.65 all in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":8,"repostSize":0,"link":"https://ttm.financial/post/102544472","isVote":1,"tweetType":1,"viewCount":3293,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577443519602060","authorId":"3577443519602060","name":"树林中的梨","avatar":"https://static.tigerbbs.com/11fee0b2d1cf20af14582e07b4b4e071","crmLevel":2,"crmLevelSwitch":0,"idStr":"3577443519602060","authorIdStr":"3577443519602060"},"content":"It's a quilt cover. It should be appropriate to get on the bus now","text":"It's a quilt cover. It should be appropriate to get on the bus now","html":"It's a quilt cover. It should be appropriate to get on the bus now"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9068291246,"gmtCreate":1651770567385,"gmtModify":1676534966253,"author":{"id":"3569289016545699","authorId":"3569289016545699","name":"冷静思考专注","avatar":"https://static.tigerbbs.com/936d9687bd22a1dbca1058650790bbcf","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569289016545699","authorIdStr":"3569289016545699"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$标普500(.SPX)$</a>4120 4200","listText":"<a href=\"https://ttm.financial/S/.SPX\">$标普500(.SPX)$</a>4120 4200","text":"$标普500(.SPX)$4120 4200","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9068291246","isVote":1,"tweetType":1,"viewCount":2260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191206256,"gmtCreate":1620878381575,"gmtModify":1704349775380,"author":{"id":"3569289016545699","authorId":"3569289016545699","name":"冷静思考专注","avatar":"https://static.tigerbbs.com/936d9687bd22a1dbca1058650790bbcf","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569289016545699","authorIdStr":"3569289016545699"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a>lets go&nbsp;","listText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a>lets go&nbsp;","text":"$Unity Software Inc.(U)$lets go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/191206256","isVote":1,"tweetType":1,"viewCount":1496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":102555090,"gmtCreate":1620225917210,"gmtModify":1704340488466,"author":{"id":"3569289016545699","authorId":"3569289016545699","name":"冷静思考专注","avatar":"https://static.tigerbbs.com/936d9687bd22a1dbca1058650790bbcf","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569289016545699","authorIdStr":"3569289016545699"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/IBIO\">$iBio Inc.(IBIO)$</a>upupup","listText":"<a href=\"https://laohu8.com/S/IBIO\">$iBio Inc.(IBIO)$</a>upupup","text":"$iBio Inc.(IBIO)$upupup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/102555090","isVote":1,"tweetType":1,"viewCount":759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001938161,"gmtCreate":1641136015501,"gmtModify":1676533575051,"author":{"id":"3569289016545699","authorId":"3569289016545699","name":"冷静思考专注","avatar":"https://static.tigerbbs.com/936d9687bd22a1dbca1058650790bbcf","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569289016545699","authorIdStr":"3569289016545699"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001938161","repostId":"1116655525","repostType":4,"repost":{"id":"1116655525","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1641094892,"share":"https://ttm.financial/m/news/1116655525?lang=en_US&edition=fundamental","pubTime":"2022-01-02 11:41","market":"us","language":"zh","title":"How to choose stocks in US stocks in 2022? Morgan Stanley preferred the most \"core\" company in the supply chain","url":"https://stock-news.laohu8.com/highlight/detail?id=1116655525","media":"Wind万得","summary":"摘要：大摩认为，在新冠病毒不断变异中，全球供应链仍然脆弱。预测物流成本仍将大幅上升，并将持续到2022年。细分行业方面，大摩偏爱汽车和工业方面的半导体公司。摩根士丹利表示在最近一份评估全球供应链、风险","content":"<p><html><head></head><body>Abstract: Morgan Stanley believes that the global supply chain remains fragile amid the continuous mutation of Novel Coronavirus. It is forecast that logistics costs will still rise significantly and will continue until 2022. In terms of industry segments, Morgan Stanley prefers semiconductor companies in automotive and industrial fields.<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Said in a recent report assessing global supply chains, risks and bottlenecks, the worst supply chain disruptions have eased and will be more comprehensively addressed in the first half of 2022. As a result, the bank selects stocks that are central in supply and heavily impacted by supply chain disruptions.</p><p>This year's supply chain crisis has hit businesses hard, with industrial production unable to keep up with the post-pandemic surge in demand. Energy shortages in Asia and Europe, as well as lockdowns related to COVID-19 pandemic, have caused significant supply chain disruptions.<b><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>He said that global supply chains remain fragile amid Novel Coronavirus's constant mutation.</b></p><p>The bank's analysts wrote in a Dec. 14 note: However, orders have surged due to concerns about product sourcing, which has led to an inflation in the backlog, especially for consumer electronics and market segments at risk of demand disruption.<b>Morgan Stanley predicts that logistics costs will still rise significantly and will continue into 2022.</b>Quarantine and travel restrictions on major transcontinental routes are unlikely to be eased in a coordinated manner through 2022, with little new capacity added until the end of 2023.</p><p>For companies that produce tech hardware, Morgan Stanley is wary of companies with increased backlogs and limited visibility on when demand will return to normal. The company said it prefers semiconductor companies with exposure to automotive and industrial products. Morgan Stanley favors companies dubbed regional champions, recognising their importance to the supply chain and the role policymakers may play to support their position against competitive pressure from other areas of influence.</p><p>The report said: These companies do stand out in the 2020/21 global supply chain challenges, and broadly speaking, also see them exhibit stronger profitability trends, significantly outperforming the MSCI ACWI Global Equity Index.</p><p>Here are the companies that Morgan Stanley calls the core of the supply chain:</p><p><ul><li>Technology hardware:<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/HPQ\">Hewlett-Packard</a>、<a href=\"https://laohu8.com/S/CSCO\">Cisco</a>, Lenovo, Fujitsu, Hitachi</p><p></li><li>Semiconductor:<a href=\"https://laohu8.com/S/SMSD.UK\">Samsung Electronics</a>、<a href=\"https://laohu8.com/S/INTC\">Intel</a>、<a href=\"https://laohu8.com/S/0KED.UK\">Infineon</a>Science and technology,<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a></p><p></li><li>Automobiles and parts: Volkswagen,<a href=\"https://laohu8.com/S/F\">Ford Motor</a>Daimler,<a href=\"https://laohu8.com/S/GM\">General Motors</a>, BMW,<a href=\"https://laohu8.com/S/TTM\">Tata Motors</a>、<a href=\"https://laohu8.com/S/0NQF.UK\">Renault</a>、<a href=\"https://laohu8.com/S/HYUD.UK\">Hyundai Motors</a>, Continental Motors (Continental)</p><p></li><li>Software:<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>$IBM (<a href=\"https://laohu8.com/S/IBM\">IBM</a>)$、<a href=\"https://laohu8.com/S/DELL\">Dell</a>SAP</p><p></li><li>Insurance:<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway</p><p></li><li>Consumer Electronics:<a href=\"https://laohu8.com/S/SNE\">Sony</a>、<a href=\"https://laohu8.com/S/PC\">Panasonic</a>LG Electronics</p><p></li><li>Retail:<a href=\"https://laohu8.com/S/AMZN\">Amazon</a></p><p></li><li>Capital Goods: Volvo AB, Siemens</p><p></li></ul>Morgan Stanley also listed the companies it believes are most stressed by supply chain bottlenecks, saying that industries falling into this category can best transmit the pressure of supply chain pressure, in part because, despite increased automation or capital investment, companies in this group still face continued reliance on labor inputs.</p><p>Coupled with other factors, such as reliance on markets affected by trade or other policy frictions, this makes these companies vulnerable to geopolitics and labor dynamics, but is also critical to global supply chains, with specific examples including container shipping and semiconductor companies. Morgan Stanley said that such companies may face cost pressures, but they still have pricing power because of their industry status.</p><p>In the semiconductor field<a href=\"https://laohu8.com/S/0KED.UK\">Infineon</a>, ST Microelectronics, NXP Semiconductors, Microchip Technology, Texas Instruments, Analog Equipment, ON Semiconductors, Globalfoundries, New<a href=\"https://laohu8.com/S/000920\">Wharton Technology</a>, Nanya Technology; Technical hardware industry<a href=\"https://laohu8.com/S/00285\">BYD Electronics</a>, Wingtech Technologies, Unimicron, Kinsus Interconnect Tech, Nanya PCB, and the network equipment industry's Lumentum, II-VI,<a href=\"https://laohu8.com/S/GLW\">Corning</a>, CommScope, et al. This type of company is classified as a bottleneck stock by Morgan Stanley Morgan Stanley said that in the face of disruptions and capacity constraints, in addition to raising prices to compensate for higher input costs or rationing capacity through backlogs, these companies have very limited other options.</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>How to choose stocks in US stocks in 2022? Morgan Stanley preferred the most \"core\" company in the supply chain</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\">\nHow to choose stocks in US stocks in 2022? Morgan Stanley preferred the most \"core\" company in the supply chain\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time smaller\">2022-01-02 11:41</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: Morgan Stanley believes that the global supply chain remains fragile amid the continuous mutation of Novel Coronavirus. It is forecast that logistics costs will still rise significantly and will continue until 2022. In terms of industry segments, Morgan Stanley prefers semiconductor companies in automotive and industrial fields.<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Said in a recent report assessing global supply chains, risks and bottlenecks, the worst supply chain disruptions have eased and will be more comprehensively addressed in the first half of 2022. As a result, the bank selects stocks that are central in supply and heavily impacted by supply chain disruptions.</p><p>This year's supply chain crisis has hit businesses hard, with industrial production unable to keep up with the post-pandemic surge in demand. Energy shortages in Asia and Europe, as well as lockdowns related to COVID-19 pandemic, have caused significant supply chain disruptions.<b><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>He said that global supply chains remain fragile amid Novel Coronavirus's constant mutation.</b></p><p>The bank's analysts wrote in a Dec. 14 note: However, orders have surged due to concerns about product sourcing, which has led to an inflation in the backlog, especially for consumer electronics and market segments at risk of demand disruption.<b>Morgan Stanley predicts that logistics costs will still rise significantly and will continue into 2022.</b>Quarantine and travel restrictions on major transcontinental routes are unlikely to be eased in a coordinated manner through 2022, with little new capacity added until the end of 2023.</p><p>For companies that produce tech hardware, Morgan Stanley is wary of companies with increased backlogs and limited visibility on when demand will return to normal. The company said it prefers semiconductor companies with exposure to automotive and industrial products. Morgan Stanley favors companies dubbed regional champions, recognising their importance to the supply chain and the role policymakers may play to support their position against competitive pressure from other areas of influence.</p><p>The report said: These companies do stand out in the 2020/21 global supply chain challenges, and broadly speaking, also see them exhibit stronger profitability trends, significantly outperforming the MSCI ACWI Global Equity Index.</p><p>Here are the companies that Morgan Stanley calls the core of the supply chain:</p><p><ul><li>Technology hardware:<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/HPQ\">Hewlett-Packard</a>、<a href=\"https://laohu8.com/S/CSCO\">Cisco</a>, Lenovo, Fujitsu, Hitachi</p><p></li><li>Semiconductor:<a href=\"https://laohu8.com/S/SMSD.UK\">Samsung Electronics</a>、<a href=\"https://laohu8.com/S/INTC\">Intel</a>、<a href=\"https://laohu8.com/S/0KED.UK\">Infineon</a>Science and technology,<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a></p><p></li><li>Automobiles and parts: Volkswagen,<a href=\"https://laohu8.com/S/F\">Ford Motor</a>Daimler,<a href=\"https://laohu8.com/S/GM\">General Motors</a>, BMW,<a href=\"https://laohu8.com/S/TTM\">Tata Motors</a>、<a href=\"https://laohu8.com/S/0NQF.UK\">Renault</a>、<a href=\"https://laohu8.com/S/HYUD.UK\">Hyundai Motors</a>, Continental Motors (Continental)</p><p></li><li>Software:<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>$IBM (<a href=\"https://laohu8.com/S/IBM\">IBM</a>)$、<a href=\"https://laohu8.com/S/DELL\">Dell</a>SAP</p><p></li><li>Insurance:<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway</p><p></li><li>Consumer Electronics:<a href=\"https://laohu8.com/S/SNE\">Sony</a>、<a href=\"https://laohu8.com/S/PC\">Panasonic</a>LG Electronics</p><p></li><li>Retail:<a href=\"https://laohu8.com/S/AMZN\">Amazon</a></p><p></li><li>Capital Goods: Volvo AB, Siemens</p><p></li></ul>Morgan Stanley also listed the companies it believes are most stressed by supply chain bottlenecks, saying that industries falling into this category can best transmit the pressure of supply chain pressure, in part because, despite increased automation or capital investment, companies in this group still face continued reliance on labor inputs.</p><p>Coupled with other factors, such as reliance on markets affected by trade or other policy frictions, this makes these companies vulnerable to geopolitics and labor dynamics, but is also critical to global supply chains, with specific examples including container shipping and semiconductor companies. Morgan Stanley said that such companies may face cost pressures, but they still have pricing power because of their industry status.</p><p>In the semiconductor field<a href=\"https://laohu8.com/S/0KED.UK\">Infineon</a>, ST Microelectronics, NXP Semiconductors, Microchip Technology, Texas Instruments, Analog Equipment, ON Semiconductors, Globalfoundries, New<a href=\"https://laohu8.com/S/000920\">Wharton Technology</a>, Nanya Technology; Technical hardware industry<a href=\"https://laohu8.com/S/00285\">BYD Electronics</a>, Wingtech Technologies, Unimicron, Kinsus Interconnect Tech, Nanya PCB, and the network equipment industry's Lumentum, II-VI,<a href=\"https://laohu8.com/S/GLW\">Corning</a>, CommScope, et al. This type of company is classified as a bottleneck stock by Morgan Stanley Morgan Stanley said that in the face of disruptions and capacity constraints, in addition to raising prices to compensate for higher input costs or rationing capacity through backlogs, these companies have very limited other options.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{"MS":"摩根士丹利","BK4127":"投资银行业与经纪业","BK4504":"桥水持仓",".DJI":"道琼斯","BK4534":"瑞士信贷持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116655525","content_text":"摘要：大摩认为，在新冠病毒不断变异中，全球供应链仍然脆弱。预测物流成本仍将大幅上升，并将持续到2022年。细分行业方面，大摩偏爱汽车和工业方面的半导体公司。摩根士丹利表示在最近一份评估全球供应链、风险和瓶颈的报告中提出，最严重的供应链中断已经有所缓解，并将在2022年上半年得到更全面的解决。因此，该行选中在供应量中处于中心地位和受供应链中断严重影响的股票。今年的供应链危机对企业造成了沉重打击，工业生产无法满足大流行后的需求激增。亚洲和欧洲的能源短缺，以及与新冠疫情相关的封锁，导致了供应链受到极大的干扰。摩根士丹利表示，在新冠病毒不断变异中，全球供应链仍然脆弱。该行分析师在12月14日的报告中写道：「然而，由于对产品采购的担忧，订单激增，从而导致积压订单量膨胀，对于面临需求破坏风险的消费电子产品和细分市场尤其如此」。摩根士丹利预测，物流成本仍将大幅上升，并将持续到2022年。「到2022年，不太可能以协调一致的方式放松主要横贯大陆路线的检疫和旅行限制，直到2023年底，新增运力很少。」对于生产科技硬件的公司，摩根士丹利对积压量增加、需求何时恢复正常的可见性有限的公司持谨慎态度。该公司表示，它更喜欢接触汽车和工业产品的半导体公司。摩根士丹利青睐被称为「区域冠军」的公司，「认识到它们对供应链的重要性，以及决策者可能发挥的作用，以支持它们的地位，抵御来自其他影响领域的竞争压力。」报告称：这些公司确实在2020/21年全球供应链挑战中表现突出，从广义上讲，也看到它们表现出更强的盈利趋势，显著优于摩根士丹利资本国际ACWI全球股票指数。以下是摩根士丹利称之为供应链最「核心」的公司：科技硬件：苹果、惠普、思科、联想、富士通、日立半导体：三星电子、英特尔、英飞凌科技、英伟达汽车及零部件：大众汽车、福特汽车、戴姆勒、通用汽车、宝马、塔塔汽车、雷诺、现代汽车、大陆汽车（Continental）软件：微软、$IBM(IBM)$、戴尔、SAP保险：伯克希尔哈撒韦消费电子：索尼、松下、LG电子零售：亚马逊资本货物：沃尔沃AB、西门子摩根士丹利还列出了其认为受到供应链瓶颈压力最大的公司，称「属于这一类的行业最能传递供应链压力的压力，部分原因是，尽管自动化程度或资本投资有所提高，但这一群体中的公司仍面临对劳动力投入的持续依赖。」再加上其他因素，如依赖受贸易或其他政策摩擦影响的市场，这「使这些公司容易受到地缘政治和劳动力动态的影响，但对全球供应链也至关重要」，具体例子包括集装箱运输和半导体公司。摩根士丹利表示，这类公司可能面临成本压力，但由于其行业地位，它们仍然拥有定价权。半导体领域的英飞凌、ST微电子、NXP半导体、微芯片技术、德克萨斯仪器、模拟设备、ON半导体、Globalfoundries、纽沃顿科技、南亚科技；技术硬件行业的比亚迪电子、Wingtech技术、Unimicron、Kinsus Interconnect Tech、南亚PCB，以及网络设备行业的Lumentum、II-VI、康宁、康普等。这类型的公司被摩根士丹利归类为「瓶颈」类股票摩根士丹利表示，「在面临中断和产能限制的情况下，除了提高价格以补偿更高的投入成本或通过积压订单来定量供应产能外，这些公司的其他选择非常有限。」","news_type":1,"symbols_score_info":{"MS":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191903058,"gmtCreate":1620831113974,"gmtModify":1704349088265,"author":{"id":"3569289016545699","authorId":"3569289016545699","name":"冷静思考专注","avatar":"https://static.tigerbbs.com/936d9687bd22a1dbca1058650790bbcf","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569289016545699","authorIdStr":"3569289016545699"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a>fly","listText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a>fly","text":"$Unity Software 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