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2022-08-25

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Nvidia's third-quarter performance guidance was worse than expected, and the stock price surged after hours and fell back

2022-08-07

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Sudden bad news! 30 times the actual controller of 90 billion white horse stocks, made a big move! Stock bar fryer

2022-07-02

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Goldman Sachs warns: The risk of another sell-off frenzy in U.S. stocks remains high

2022-06-12

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@人人汇数据导航:全球股市：通脹數據公佈後美國下跌；歐洲的收益表現良好

2022-03-08

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Preview of Apple's spring conference: Mac Studio, iOS display may debut

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Now, the company expects to perform even worse in the third quarter, with expected third-quarter revenue of US $5.90 billion ± 2%, far less than analysts' expectations of US $6.92 billion. Nvidia's weak third-quarter guidance suggests PC-related demand may be worse than expected. After the U.S. stock market closed on Wednesday, August 24, Nvidia announced its results for the second quarter of fiscal year 2023 ending July 31 this year.</p><p>The financial report shows that the revenue in the second quarter was US $6.70 billion, a year-on-year increase of 3% and a quarter-on-quarter decrease of 19%, which was generally in line with analysts' expectations. Diluted earnings per share under GAAP for the quarter were $0.26, a decrease of 72% from the same period last year and a decrease of 59% from the previous quarter; Adjusted earnings per share were $0.51, down 51% from the same period last year and 63% from the previous quarter, roughly close to market expectations of $0.5.</p><p><b>In terms of sub-items, Nvidia's data center revenue in the second quarter was US $3.81 billion, a year-on-year increase of 61% and a quarter-on-quarter growth rate of 1%; In the second quarter, game revenue was US $2.04 billion, a year-on-year decrease of 33% and a quarter-on-quarter decrease of 44%;</b>During the reporting period, the revenue of professional visualization business was US $496 million, a year-on-year decrease of 4% and a month-on-month decrease of 20%; The automotive business contributed US $220 million in revenue, a year-on-year increase of 45% and a month-on-month increase of 59%.</p><p>The reason why the data center business revenue can increase significantly year-on-year is mainly driven by \"ultra-large-scale\" customers (i.e. large cloud providers); The reason why the game business fell short of expectations was mainly due to the decline in sales of game products mainly based on personal computer graphics cards. Regarding challenges in the gaming business, Nvidia said it will work with retailers to adjust prices in response to \"challenging market conditions\" in the industry, which Nvidia believes is expected to continue into this quarter.</p><p>Nvidia shares have fallen more than 42% this year. The company has been popular in the market since the start of the pandemic, because both home office and teaching require electronics, as well as its key components: graphics cards and chips.</p><p>But now, it seems that Nvidia is out of favor with investors. At the beginning of this month, when the preliminary data for the second fiscal quarter was released, Nvidia's report card at that time was miss the market expectation: the game business revenue increased significantly in miss the market expectation, with quarterly revenue of US $2.04 billion, a quarter-on-quarter decrease of 44% and a year-on-year decrease of 33%; Data center revenue was $3.81 billion, up 1% sequentially and 61% year-over-year.<b>At the time, Nvidia warned its sales were declining, and the company's weak forecast for the third quarter suggested that PC-related demand could be worse than expected.</b></p><p><b>The guidance released by Nvidia in its financial report shows that it expects revenue in the third quarter to be US $5.90 billion ± 2%, far less than analysts' expectations of US $6.92 billion; The adjusted gross profit margin in the third quarter is expected to be 65.0% ± 0. 5 percentage points.</b></p><p>Nvidia's after-hours gains in U.S. stocks expanded from 1.9% to 4.1%, and then quickly fell back and turned down.<img src=\"https://static.tigerbbs.com/d66f3a010772b0d9265b1cf9da2b4d67\" tg-width=\"781\" tg-height=\"727\" referrerpolicy=\"no-referrer\"/><b>Moreover, it's worth noting that, like many of its peers who outsource manufacturing, Nvidia is dealing with a rapid transition from supply shortages-forcing customers to pay upfront to secure what they need-to a ballooning inventory of unsold products.</b>Nvidia is now saddled with upfront payments for materials and product manufacturing at a time when its own demand is declining while its in-house inventory of finished chips is growing.</p><p>During the reporting period, the company had $3.89 billion in inventories, up from $2.11 billion in the year-ago quarter. Total inventory purchases and long-term supply obligations were $9.22 billion, almost double what they were a year ago. Nvidia said the upfront supply agreement was $3.14 billion.</p><p>Jensen Huang, founder and CEO of Nvidia, said:</p><p>We are doing a supply chain transformation in a challenging macro environment, and we will get through it. Accelerated computing and artificial intelligence are pioneering work for our company and are transforming the industry ecosystem. Automotive is becoming a tech industry and is poised to be our next $1 billion business. Advances in artificial intelligence are driving our data center business while accelerating breakthroughs in areas from drug discovery to climate science to robotics. I look forward to next month's GTC conference where we will share new developments in RTX, as well as breakthroughs in AI and Metaverse, the next evolution of the Internet. In the second quarter of fiscal 2023, Nvidia returned $3.44 billion in share buybacks and cash Dividend to shareholders, compared with a $2.1 billion return in the first quarter. As of December 2023, the Company had $11.93 billion remaining under the share repurchase authorization. Nvidia plans to continue its share buybacks this fiscal year.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's third-quarter performance guidance was worse than expected, and the stock price surged after hours and fell back</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\">\nNvidia's third-quarter performance guidance was worse than expected, and the stock price surged after hours and fell back\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-08-25 07:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>When Nvidia's preliminary data for the second quarter was released, it was already significantly worse than market expectations. Now, the company expects to perform even worse in the third quarter, with expected third-quarter revenue of US $5.90 billion ± 2%, far less than analysts' expectations of US $6.92 billion. Nvidia's weak third-quarter guidance suggests PC-related demand may be worse than expected. After the U.S. stock market closed on Wednesday, August 24, Nvidia announced its results for the second quarter of fiscal year 2023 ending July 31 this year.</p><p>The financial report shows that the revenue in the second quarter was US $6.70 billion, a year-on-year increase of 3% and a quarter-on-quarter decrease of 19%, which was generally in line with analysts' expectations. Diluted earnings per share under GAAP for the quarter were $0.26, a decrease of 72% from the same period last year and a decrease of 59% from the previous quarter; Adjusted earnings per share were $0.51, down 51% from the same period last year and 63% from the previous quarter, roughly close to market expectations of $0.5.</p><p><b>In terms of sub-items, Nvidia's data center revenue in the second quarter was US $3.81 billion, a year-on-year increase of 61% and a quarter-on-quarter growth rate of 1%; In the second quarter, game revenue was US $2.04 billion, a year-on-year decrease of 33% and a quarter-on-quarter decrease of 44%;</b>During the reporting period, the revenue of professional visualization business was US $496 million, a year-on-year decrease of 4% and a month-on-month decrease of 20%; The automotive business contributed US $220 million in revenue, a year-on-year increase of 45% and a month-on-month increase of 59%.</p><p>The reason why the data center business revenue can increase significantly year-on-year is mainly driven by \"ultra-large-scale\" customers (i.e. large cloud providers); The reason why the game business fell short of expectations was mainly due to the decline in sales of game products mainly based on personal computer graphics cards. Regarding challenges in the gaming business, Nvidia said it will work with retailers to adjust prices in response to \"challenging market conditions\" in the industry, which Nvidia believes is expected to continue into this quarter.</p><p>Nvidia shares have fallen more than 42% this year. The company has been popular in the market since the start of the pandemic, because both home office and teaching require electronics, as well as its key components: graphics cards and chips.</p><p>But now, it seems that Nvidia is out of favor with investors. At the beginning of this month, when the preliminary data for the second fiscal quarter was released, Nvidia's report card at that time was miss the market expectation: the game business revenue increased significantly in miss the market expectation, with quarterly revenue of US $2.04 billion, a quarter-on-quarter decrease of 44% and a year-on-year decrease of 33%; Data center revenue was $3.81 billion, up 1% sequentially and 61% year-over-year.<b>At the time, Nvidia warned its sales were declining, and the company's weak forecast for the third quarter suggested that PC-related demand could be worse than expected.</b></p><p><b>The guidance released by Nvidia in its financial report shows that it expects revenue in the third quarter to be US $5.90 billion ± 2%, far less than analysts' expectations of US $6.92 billion; The adjusted gross profit margin in the third quarter is expected to be 65.0% ± 0. 5 percentage points.</b></p><p>Nvidia's after-hours gains in U.S. stocks expanded from 1.9% to 4.1%, and then quickly fell back and turned down.<img src=\"https://static.tigerbbs.com/d66f3a010772b0d9265b1cf9da2b4d67\" tg-width=\"781\" tg-height=\"727\" referrerpolicy=\"no-referrer\"/><b>Moreover, it's worth noting that, like many of its peers who outsource manufacturing, Nvidia is dealing with a rapid transition from supply shortages-forcing customers to pay upfront to secure what they need-to a ballooning inventory of unsold products.</b>Nvidia is now saddled with upfront payments for materials and product manufacturing at a time when its own demand is declining while its in-house inventory of finished chips is growing.</p><p>During the reporting period, the company had $3.89 billion in inventories, up from $2.11 billion in the year-ago quarter. Total inventory purchases and long-term supply obligations were $9.22 billion, almost double what they were a year ago. Nvidia said the upfront supply agreement was $3.14 billion.</p><p>Jensen Huang, founder and CEO of Nvidia, said:</p><p>We are doing a supply chain transformation in a challenging macro environment, and we will get through it. Accelerated computing and artificial intelligence are pioneering work for our company and are transforming the industry ecosystem. Automotive is becoming a tech industry and is poised to be our next $1 billion business. Advances in artificial intelligence are driving our data center business while accelerating breakthroughs in areas from drug discovery to climate science to robotics. I look forward to next month's GTC conference where we will share new developments in RTX, as well as breakthroughs in AI and Metaverse, the next evolution of the Internet. In the second quarter of fiscal 2023, Nvidia returned $3.44 billion in share buybacks and cash Dividend to shareholders, compared with a $2.1 billion return in the first quarter. As of December 2023, the Company had $11.93 billion remaining under the share repurchase authorization. Nvidia plans to continue its share buybacks this fiscal year.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3668629\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"BK4549":"软银资本持仓","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4567":"ESG概念","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","BK4548":"巴美列捷福持仓","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","NVDA":"英伟达","BK4527":"明星科技股","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4529":"IDC概念","BK4503":"景林资产持仓","BK4581":"高盛持仓","BK4543":"AI","BK4551":"寇图资本持仓"},"source_url":"https://wallstreetcn.com/articles/3668629","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2262679729","content_text":"英伟达二季度初步数据出炉时，就已经大幅逊于市场预期，如今，公司预计三季度表现更差，预计三季度收入59.0亿美元±2%，远远不及分析师预期的69.2亿美元。英伟达的三季度指引疲软表明，PC相关需求可能比预期的还要糟糕。8月24日周三美股盘后，英伟达公布截至今年7月31日的2023财年第二财季业绩。财报显示，二季度收入67.0亿美元，同比增长3%，环比下降19%，大体符合分析师预期。当季GAAP下每股摊薄收益为0.26美元，比去年同期下降72%，比上一季度下降 59%；调整后每股收益为0.51美元，较上年同期下降51%，较上一季度下降63%，和市场预期的0.5美元大体接近。分项来看，二季度英伟达数据中心收入38.1亿美元，同比增长61%，环比增速为1%；二季度游戏收入20.4亿美元，同比下滑33%，环比降幅更达44%；专业可视化业务报告期内收入为4.96亿美元，同比下降4%，环比降幅达20%；汽车业务贡献了2.2亿美元的收入，同比增幅为45%，环比大增59%。数据中心业务收入之所以能够同比大幅增长，主要是受到了“超大规模”客户（即大型云提供商）的推动；之所以游戏业务不及预期，主要是以个人电脑显卡为主的游戏产品的销量下降。关于游戏业务的挑战，英伟达表示，将与零售商一起调整价格，以应对该行业的“具有挑战性的市场条件”，英伟达认为，当前该行业的困境预计将持续到本季度。今年以来，英伟达股价已下跌超过42%。该公司在疫情开始后一直受到市场热捧，因为居家办公和教学都需要电子产品，以及其关键部件：显卡和芯片。但现在，英伟达似乎不再受到投资者的青睐。而在本月初，当第二财季初步数据公布时，英伟达当时交出的成绩单就不及市场预期：游戏业务收入大幅不及市场预期，季度营收20.4亿美元，环比下降44%，同比下降33%；数据中心收入为38.1亿美元，环比增长1%，同比增长61%。当时，英伟达警告称其销售额正在下滑，该公司对第三季度的预测疲软表明，PC相关需求可能比预期的还要糟糕。英伟达在财报中发布的指引显示，预计三季度收入59.0亿美元±2%，远远不及分析师预期的69.2亿美元；预计三季度调整后毛利润率65.0%±0.5个百分点。英伟达美股盘后涨幅从1.9%扩大至4.1%，随后迅速回落并转跌。此外，值得注意的时，与许多外包制造的同行一样，英伟达正在应对从供应短缺（迫使客户提前付款以确保他们需要的东西）到不断膨胀的未售出产品库存的快速过渡。英伟达现在背负着为材料和产品制造支付的预付款，而此时它自己的需求正在下降，而其内部成品芯片库存却在增加。报告期内，该公司的库存为38.9亿美元，高于去年同期的21.1亿美元。库存采购总额和长期供应义务为92.2亿美元，几乎是一年前的两倍。英伟达表示，预付供应协议为31.4亿美元。英伟达创始人兼首席执行官黄仁勋称：我们正在一个充满挑战的宏观环境中进行供应链转型，我们将度过难关。加速计算和人工智能是我们公司的开创性工作，并且正在改变行业生态。汽车正在成为一个科技行业，并有望成为我们下一个价值10亿美元的业务。人工智能的进步正在推动我们的数据中心业务，同时加速从药物发现到气候科学再到机器人技术等领域的突破。我期待下个月的GTC会议，我们将在会上分享RTX的新进展，以及人工智能和元界的突破，即互联网的下一次发展。在2023财年第二季度，英伟达向股东返还了34.4亿美元的股票回购和现金股息，而第一季度的回报为21亿美元。截至2023年12月，公司在股票回购授权下剩余119.3亿美元。英伟达计划在本财年继续进行股票回购。","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":1967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905101436,"gmtCreate":1659835976127,"gmtModify":1703766867550,"author":{"id":"3570868909102033","authorId":"3570868909102033","name":"Estheryong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570868909102033","authorIdStr":"3570868909102033"},"themes":[],"htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905101436","repostId":"2257128796","repostType":4,"repost":{"id":"2257128796","kind":"highlight","weMediaInfo":{"introduction":"关注中国基金报，即时获取深度理财资讯","home_visible":1,"media_name":"中国基金报","id":"6","head_image":"https://static.tigerbbs.com/2b2c79a68beb44c7bc06ad7210091200"},"pubTimestamp":1659831405,"share":"https://ttm.financial/m/news/2257128796?lang=en_US&edition=fundamental","pubTime":"2022-08-07 08:16","market":"hk","language":"zh","title":"Sudden bad news! 30 times the actual controller of 90 billion white horse stocks, made a big move! Stock bar fryer","url":"https://stock-news.laohu8.com/highlight/detail?id=2257128796","media":"中国基金报","summary":"8月5日晚，康龙化成公告，公司实际控制人及其一致行动人拟合计减持不超过2775万股股，占公司总股本的2.33%，按当日收盘价计，套现金额约22亿元。在实控人之前，今年1月和4月公司分别有两批财务投资者抛出减持计划，合计拟减持总股本的8%，预计套现金额上百亿。截至8月5日，康龙化成最新市值近900亿元。至于实控人减持原因，公司称系满足实际控制人因股份上市及解禁纳税等资金需求。","content":"<p><div>After WuXi AppTec, another 100 billion CRO leading actual controllers threw out a large-scale reduction plan. On the evening of August 5th, Kanglong Chemical announced that the actual controller of the company and its concerted actions planned to reduce their holdings by no more than 27.75 million shares in total, accounting for 2.33% of the company's total share capital. Based on the closing price of that day, the cash amount was about 2.2 billion yuan. A reporter from China Fund News noticed that the above-mentioned shares have just been lifted after three years of listing in January this year, and this reduction is also stepping on the upper limit of the amount it can reduce this year. As a white horse favored by institutional funds, Pharmaron Chemical, which was listed in early 2019, continued to grow at a high rate of performance, and its stock price ushered in a \"Davis double-click\". In three years...</p><p><a href=\"\">Web link</a></div></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>Sudden bad news! 30 times the actual controller of 90 billion white horse stocks, made a big move! Stock bar fryer</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\">\nSudden bad news! 30 times the actual controller of 90 billion white horse stocks, made a big move! Stock bar fryer\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/6\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/2b2c79a68beb44c7bc06ad7210091200);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">中国基金报 </p>\n<p class=\"h-time smaller\">2022-08-07 08:16</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><div>After WuXi AppTec, another 100 billion CRO leading actual controllers threw out a large-scale reduction plan. On the evening of August 5th, Kanglong Chemical announced that the actual controller of the company and its concerted actions planned to reduce their holdings by no more than 27.75 million shares in total, accounting for 2.33% of the company's total share capital. Based on the closing price of that day, the cash amount was about 2.2 billion yuan. A reporter from China Fund News noticed that the above-mentioned shares have just been lifted after three years of listing in January this year, and this reduction is also stepping on the upper limit of the amount it can reduce this year. As a white horse favored by institutional funds, Pharmaron Chemical, which was listed in early 2019, continued to grow at a high rate of performance, and its stock price ushered in a \"Davis double-click\". In three years...</p><p><a href=\"\">Web link</a></div></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/665a86622eb77740913a851377a20872","relate_stocks":{"03759":"康龙化成","BK1576":"医药外包概念","BK1141":"生命科学工具和服务"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2257128796","content_text":"药明康德之后，又一千亿CRO龙头实控人抛出大额减持计划。8月5日晚，康龙化成公告，公司实际控制人及其一致行动人拟合计减持不超过2775万股股，占公司总股本的2.33%，按当日收盘价计，套现金额约22亿元。中国基金报记者注意到，上述股份今年1月上市满三年刚刚解禁，而此次减持也是踩着其今年可减持额度的上限。作为机构资金偏爱的白马，2019年初上市的康龙化成业绩持续高增长，股价迎来“戴维斯双击”，三年不到涨幅近30倍，但近一年股价却迎来深度回调，双击变成双杀，一度腰斩。其业绩在今年开始失速，一季报净利仅增长1.3%，半年报预告业绩增速0-8%。不少股民担心周一公司股价承压，甚至可能跌停，类似宣布百亿大减持后6月13日的药明康德。在实控人之前，今年1月和4月公司分别有两批财务投资者抛出减持计划，合计拟减持总股本的8%，预计套现金额上百亿。目前，康龙化成虽然股价已大幅回调，但按上半年预告净利润计算，市盈率仍高达约80倍。实控人称仍看好公司发展前景根据公告，康龙化成于近日收到公司实际控制人及其一致行动人出具的《股份减持计划告知函》。康龙化成实际控制人及其一致行动人合计持有公司股份2.81亿股（占公司总股本比例23.6%），计划在2022年8月30日至2023年1月29日通过大宗交易方式或集中竞价交易方式合计减持不超过2775万股（占公司总股本的2.33%），减持股份约占其总持股数的9.88%。若按公司8月5日收盘价79.47元/股计算，本次减持可套现约22.05亿元。截至8月5日，康龙化成最新市值近900亿元。康龙化成实际控制人及其一致行动人包括楼小强、郑北、康龙控股、宁波龙泰康、北京多泰，以及厦门龙泰鼎盛、厦门龙泰汇盛、厦门龙泰众盛、厦门龙泰汇信、厦门龙泰众信5个有限合伙企业。本次减持股份为公司首次公开发行前发行的股份及上市后权益分派资本公积转增股本方式取得的股份，今年1月28日上述股份上市满三年刚刚获得解禁。值得注意的是，公司实控人及一致行动人此次9.88%的减持比例，基本压了其今年可减持额度的上限。康龙化成实际控制人BoliangLou、楼小强、郑北及其持股主体康龙控股、龙泰众信、龙泰汇信、龙泰鼎盛、龙泰汇盛、龙泰众盛曾承诺，在股份锁定期满后两年内，每年减持股份数量不超过首次公开发行前直接或者间接持有发行人股份总数的10%。至于实控人减持原因，公司称系满足实际控制人因股份上市及解禁纳税等资金需求。“公司实际控制人持续坚定地看好公司的发展前景。”网友：一个没减完另一个又开始实控人方面此次抛出的减持计划，已经是1月份解禁后康龙化成重要股东抛出的第三份减持计划。今年1月26日公司公告，持有公司股份1.57亿股（占公司总股本比例19.79%）的股东信中康成计划以大宗交易、集中竞价交易、协议转让等方式减持公司股份不超过3177万股（占公司总股本比例4%）；持有公司股份2849万股（占公司总股本比例3.59%）的股东信中龙成则计划减持不超过1588万股（占公司总股本比例2%）。4月29日公司再度公告，持有公司股份4261万股（占公司总股本比例5.37%）的股东君联闻达计划以大宗交易、集中竞价交易等方式减持公司股份不超过1476万股（不超过公司总股本比例1.86%）；持有公司股份324万股（占公司总股本比例0.41%）的股东君联茂林计划减持不超过112万股（不超过公司总股本比例0.14%）。这样，上述两批股东合计减持比例达到了公司总股本的8%，按照预披露时点股价计，减持金额上百亿元。某股吧平台，有网友称“一个没减完，另一个又开始”“每三个月来一波”。还有不少网友担心股价，“跌停的节奏”“周一跌停了”，“说得冠冕堂皇”“最清楚公司实际情况的当然是实际控制人（老板）”。股民的担心并非毫无道理，今年6月11日也是周五收盘后，中国基金报报道CRO龙头药明康德实控人方面抛出百亿大减持计划。隔一个周末，6月13日开市药明康德直奔跌停，全天被摁在跌停板摩擦，收盘跌幅9.56%。东财choice数据显示，截至2022年3月31日，康龙化成的股东户数有2.96万户。高增长不再？上半年仅预增0-8%康龙化成从事药物研究、开发及生产服务，为客户提供药物发现和药物开发服务，该公司业务与医药行业及药物研发外包市场的发展有着紧密的关系。2019年上市后发布的四份完整年度财报来看，康龙化成保持着极高增速，2018年至2021年净利润增速分别是44%、64%、114%和42%，扣非净利润四年复合增速也在55%以上。而公司股价从上市之初的5.45元（前复权，下同），最高涨到162.77元，涨幅约30倍，市值一度超过2000亿元，用时只有两年半年。不过这样一只大白马却在2021年8月见顶，并持续调整近一年，最大跌幅超过60%，按最新价计跌幅也有50%。从2022年一季报开始，公司的业绩也开始失速，净利润增长仅有1.31%，扣非净利润增速虽仍有30%但大不如前。今年半年报公司业绩将延续个位数增长。7月18日，公司发布业绩预告，预计上半年实现归母净利润5.6亿元至6.1亿元，同比增长0%至8%；扣非后净利润为6.4亿-6.9亿元，同比增长10%-18%。按这一业绩计算动态市盈率，康龙化成目前估值仍在80倍左右的高位。对于业绩失速，公司称2022年上半年海外运营成本受欧美通货膨胀的影响有所提高，海外运营主体一定程度延缓集团整体的盈利增长。此外，2022年上半年疫情对国内的临床研发服务有一定影响，临床研发服务一定程度延缓集团整体的盈利增长。","news_type":1,"symbols_score_info":{"03759":0.9}},"isVote":1,"tweetType":1,"viewCount":2235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9044183645,"gmtCreate":1656723242087,"gmtModify":1676535883098,"author":{"id":"3570868909102033","authorId":"3570868909102033","name":"Estheryong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570868909102033","authorIdStr":"3570868909102033"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044183645","repostId":"1104486104","repostType":4,"repost":{"id":"1104486104","kind":"news","pubTimestamp":1656686783,"share":"https://ttm.financial/m/news/1104486104?lang=en_US&edition=fundamental","pubTime":"2022-07-01 22:46","market":"us","language":"zh","title":"Goldman Sachs warns: The risk of another sell-off frenzy in U.S. stocks remains high","url":"https://stock-news.laohu8.com/highlight/detail?id=1104486104","media":"华尔街见闻","summary":"美国消费疲软对企业盈利的影响正在显现，对美股造成的冲击将超过股票抛售。","content":"<p><html><head></head><body>Author: Wang Mei</p><p>Goldman Sachs strategists said,<b>The risk of another selling frenzy in U.S. stocks remains high, as investors only expect a mild recession.</b></p><p>Strategists led by Christian Mueller-Glissmann wrote in a June 30 note:</p><p>\"Much of this year's valuation cuts have been due to higher interest rates and inflation. Unless bond yields start to fall and cushion the rising equity risk premium on recession fears, equity valuations are likely to fall further.\" Global equities have just had one of their worst six months on record, with stubbornly high inflation and hawkish central banks raising fears of a sharp economic slowdown. The S&P 500 had its worst first half since 1970, losing more than $8 trillion in market value.</p><p>Goldman Sachs last week, after analyzing the total $2.4 trillion equity positions held by nearly 800 hedge funds at the beginning of the second quarter of this year, pointed out that hedge funds have recently significantly reduced the holding period and turnover rate of long portfolios, reflecting the broader asset reallocation underway across the market.</p><p>According to Goldman Sachs analysis,<b>In recent years, the low interest rate policies of various countries have made the stock market very attractive, and investors have turned to the investment philosophy of \"There Is No Alternative to equities (TINA)\".</b>As institutional and household investors increase their equity exposure, long-term growth stocks benefit the most, and valuations accelerate.</p><p>But by contrast, today's trend toward positive interest rates, growing recession fears,<b>The declining stock market has sent another signal to investors-there are still plenty of other stock alternatives (There Are Reasonable Alternatives, or TARA) in the market, pushing them to flee the stock market.</b></p><p>This week Mueller-Glissman reiterated:</p><p>\"TINA drove the bull market in stocks, but investors turned to TARA amid stickiness of inflation and rising bond yields. As central banks are busy fighting inflation, it's hard for them to hedge against a recession.\" The strategists said,<b>Corporate earnings are also likely to come under pressure in the second half as margins will be tested by soaring prices and weakening consumer confidence.</b></p><p>Goldman Sachs has previously warned that the impact of weak U.S. consumption on corporate earnings is emerging, and the impact on U.S. stocks will exceed stock selling. In this case, U.S. stocks may be under further pressure.</p><p></body></html></p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sachs warns: The risk of another sell-off frenzy in U.S. stocks remains high</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\">\nGoldman Sachs warns: The risk of another sell-off frenzy in U.S. stocks remains high\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-07-01 22:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Author: Wang Mei</p><p>Goldman Sachs strategists said,<b>The risk of another selling frenzy in U.S. stocks remains high, as investors only expect a mild recession.</b></p><p>Strategists led by Christian Mueller-Glissmann wrote in a June 30 note:</p><p>\"Much of this year's valuation cuts have been due to higher interest rates and inflation. Unless bond yields start to fall and cushion the rising equity risk premium on recession fears, equity valuations are likely to fall further.\" Global equities have just had one of their worst six months on record, with stubbornly high inflation and hawkish central banks raising fears of a sharp economic slowdown. The S&P 500 had its worst first half since 1970, losing more than $8 trillion in market value.</p><p>Goldman Sachs last week, after analyzing the total $2.4 trillion equity positions held by nearly 800 hedge funds at the beginning of the second quarter of this year, pointed out that hedge funds have recently significantly reduced the holding period and turnover rate of long portfolios, reflecting the broader asset reallocation underway across the market.</p><p>According to Goldman Sachs analysis,<b>In recent years, the low interest rate policies of various countries have made the stock market very attractive, and investors have turned to the investment philosophy of \"There Is No Alternative to equities (TINA)\".</b>As institutional and household investors increase their equity exposure, long-term growth stocks benefit the most, and valuations accelerate.</p><p>But by contrast, today's trend toward positive interest rates, growing recession fears,<b>The declining stock market has sent another signal to investors-there are still plenty of other stock alternatives (There Are Reasonable Alternatives, or TARA) in the market, pushing them to flee the stock market.</b></p><p>This week Mueller-Glissman reiterated:</p><p>\"TINA drove the bull market in stocks, but investors turned to TARA amid stickiness of inflation and rising bond yields. As central banks are busy fighting inflation, it's hard for them to hedge against a recession.\" The strategists said,<b>Corporate earnings are also likely to come under pressure in the second half as margins will be tested by soaring prices and weakening consumer confidence.</b></p><p>Goldman Sachs has previously warned that the impact of weak U.S. consumption on corporate earnings is emerging, and the impact on U.S. stocks will exceed stock selling. In this case, U.S. stocks may be under further pressure.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3663637\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ef05ac737ccc5e804506aa744d0c55a3","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3663637","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1104486104","content_text":"作者：王眉高盛策略师表示，美股再次出现抛售狂潮的风险仍然很高，因为投资者只预计将出现温和衰退。以Christian Mueller-Glissmann为首的策略师在6月30日的一份报告中写道：“今年估值下调的大部分原因是利率和通胀上升。除非债券收益率开始下降，并缓冲因经济衰退担忧而上升的股票风险溢价，否则股票估值可能会进一步下降。”全球股市刚刚经历了有记录以来最糟糕的六个月之一，居高不下的通胀和鹰派央行引发了经济大幅放缓的担忧。标普500指数上半年的表现为1970年以来最差，市值损失超过8万亿美元。高盛上周在分析了近800家对冲基金在今年第二季度初持有的2.4万亿美元的股票总头寸后指出，对冲基金最近大幅减少了多头投资组合的持有期和换手率，反映出整个市场正在进行更广泛的资产重新配置。高盛分析认为，近年来，各国的低利率政策使得股市十分具有吸引力，投资者纷纷转向“除股票外别无选择（There Is No Alternative to equities，简称 TINA）”的投资理念。随着机构投资者和家庭投资者增加股票敞口，长期成长性股票受益最大，估值加速上升。但相比之下，如今恢复正利率的趋势、日益增长的经济衰退担忧，不断下跌的股市已经向投资者发出另一种信号——市场上仍有大量其他的股票替代品（There Are Reasonable Alternatives，简称TARA），推动他们纷纷逃离股市。本周Mueller-Glissman重申：“TINA推动了股市的牛市，但在通胀粘性和债券收益率上升的背景下，投资者纷纷转向TARA。由于各国央行正忙于抗击通胀，它们很难顾得上对冲经济衰退。”策略师们表示，下半年企业盈利也可能面临压力，因为利润率将面临物价飙升和消费者信心减弱的考验。高盛此前就警告称，美国消费疲软对企业盈利的影响正在显现，对美股造成的冲击将超过股票抛售。在这种情况下，美股或将进一步承压。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056823807,"gmtCreate":1654996982909,"gmtModify":1676535544237,"author":{"id":"3570868909102033","authorId":"3570868909102033","name":"Estheryong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570868909102033","authorIdStr":"3570868909102033"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056823807","repostId":"612682791","repostType":1,"repost":{"id":612682791,"gmtCreate":1652321884213,"gmtModify":1676533093627,"author":{"id":"4098332613396550","authorId":"4098332613396550","name":"人人汇数据导航","avatar":"https://static.tigerbbs.com/ccbd7f29099d571b8d70c7ca025f2c38","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098332613396550","authorIdStr":"4098332613396550"},"themes":[],"title":"全球股市：通脹數據公佈後美國下跌；歐洲的收益表現良好","htmlText":"美國更新由於美國通脹報告令人失望，風險資產依舊不受歡迎，股市週三走低。由於投資者在試探性反彈中拋售，所以反彈時間持續很短。道瓊斯工業平均指數下跌1.0%，標準普爾500指數下跌1.7%，納斯達克指數下跌3.2%。最新的美國消費者價格指數數據削弱了通脹正在見頂的觀點，但並沒有影響美聯儲激進加息的預期。核心CPI月率上漲0.6%，高於預期的0.4%，儘管一些人表示，如果不是機票價格飆升，可能會上漲0.4%。隨着市場恢復去風險的趨勢，成長型股票，尤其是權重較大的大型股，以及像加密貨幣這樣的投機性投資，受到的打擊最爲嚴重。非必需消費品（亞馬遜，下跌3.2%）和科技（蘋果，下跌5.2%，微軟，下跌3.3%）是表現最差的行業。汽車製造商、航空公司、房屋建築商和雜貨店也落後。從積極的方面來看，油價上漲提振了能源股和材料股，因爲人們希望中國的新冠危機能夠緩解。表現最好的包括康菲石油公司，上漲1.0%，雪佛龍公司，上漲1.4%。在受關注的公司中，Coinbase暴跌26%，此前該加密貨幣交易所公佈了令人失望的收益，並且投資者被Coinbase提交給美國證券交易委員會的文件中的語言嚇壞了，警告稱如果發生破產程序，客戶的加密資產可能會被沒收。在其他特色輸家中，Unity Software下跌了37%，而在線自由職業者市場Fiverr因收入預期低迷而下跌了26%。積極的一面是，電子遊戲領導者Electronic Artists上漲了8.0%，而另一家視頻遊戲公司Roblox儘管盈利不佳，但仍上漲了3.4%。H&amp;R Block因盈利超預期和更好的指引上漲20%。這些價格數據反映了美國東部時間下午4:00的觀察結果：日期布倫特現貨原油上漲4.59美元至107.03美元，而現貨黃金上漲15.49美元至1,853.66美元。美元兌主要貨幣漲跌互現。美國30年期國債收益率下跌10個基點至3.03%，","listText":"美國更新由於美國通脹報告令人失望，風險資產依舊不受歡迎，股市週三走低。由於投資者在試探性反彈中拋售，所以反彈時間持續很短。道瓊斯工業平均指數下跌1.0%，標準普爾500指數下跌1.7%，納斯達克指數下跌3.2%。最新的美國消費者價格指數數據削弱了通脹正在見頂的觀點，但並沒有影響美聯儲激進加息的預期。核心CPI月率上漲0.6%，高於預期的0.4%，儘管一些人表示，如果不是機票價格飆升，可能會上漲0.4%。隨着市場恢復去風險的趨勢，成長型股票，尤其是權重較大的大型股，以及像加密貨幣這樣的投機性投資，受到的打擊最爲嚴重。非必需消費品（亞馬遜，下跌3.2%）和科技（蘋果，下跌5.2%，微軟，下跌3.3%）是表現最差的行業。汽車製造商、航空公司、房屋建築商和雜貨店也落後。從積極的方面來看，油價上漲提振了能源股和材料股，因爲人們希望中國的新冠危機能夠緩解。表現最好的包括康菲石油公司，上漲1.0%，雪佛龍公司，上漲1.4%。在受關注的公司中，Coinbase暴跌26%，此前該加密貨幣交易所公佈了令人失望的收益，並且投資者被Coinbase提交給美國證券交易委員會的文件中的語言嚇壞了，警告稱如果發生破產程序，客戶的加密資產可能會被沒收。在其他特色輸家中，Unity Software下跌了37%，而在線自由職業者市場Fiverr因收入預期低迷而下跌了26%。積極的一面是，電子遊戲領導者Electronic Artists上漲了8.0%，而另一家視頻遊戲公司Roblox儘管盈利不佳，但仍上漲了3.4%。H&amp;R Block因盈利超預期和更好的指引上漲20%。這些價格數據反映了美國東部時間下午4:00的觀察結果：日期布倫特現貨原油上漲4.59美元至107.03美元，而現貨黃金上漲15.49美元至1,853.66美元。美元兌主要貨幣漲跌互現。美國30年期國債收益率下跌10個基點至3.03%，","text":"美國更新由於美國通脹報告令人失望，風險資產依舊不受歡迎，股市週三走低。由於投資者在試探性反彈中拋售，所以反彈時間持續很短。道瓊斯工業平均指數下跌1.0%，標準普爾500指數下跌1.7%，納斯達克指數下跌3.2%。最新的美國消費者價格指數數據削弱了通脹正在見頂的觀點，但並沒有影響美聯儲激進加息的預期。核心CPI月率上漲0.6%，高於預期的0.4%，儘管一些人表示，如果不是機票價格飆升，可能會上漲0.4%。隨着市場恢復去風險的趨勢，成長型股票，尤其是權重較大的大型股，以及像加密貨幣這樣的投機性投資，受到的打擊最爲嚴重。非必需消費品（亞馬遜，下跌3.2%）和科技（蘋果，下跌5.2%，微軟，下跌3.3%）是表現最差的行業。汽車製造商、航空公司、房屋建築商和雜貨店也落後。從積極的方面來看，油價上漲提振了能源股和材料股，因爲人們希望中國的新冠危機能夠緩解。表現最好的包括康菲石油公司，上漲1.0%，雪佛龍公司，上漲1.4%。在受關注的公司中，Coinbase暴跌26%，此前該加密貨幣交易所公佈了令人失望的收益，並且投資者被Coinbase提交給美國證券交易委員會的文件中的語言嚇壞了，警告稱如果發生破產程序，客戶的加密資產可能會被沒收。在其他特色輸家中，Unity Software下跌了37%，而在線自由職業者市場Fiverr因收入預期低迷而下跌了26%。積極的一面是，電子遊戲領導者Electronic Artists上漲了8.0%，而另一家視頻遊戲公司Roblox儘管盈利不佳，但仍上漲了3.4%。H&R Block因盈利超預期和更好的指引上漲20%。這些價格數據反映了美國東部時間下午4:00的觀察結果：日期布倫特現貨原油上漲4.59美元至107.03美元，而現貨黃金上漲15.49美元至1,853.66美元。美元兌主要貨幣漲跌互現。美國30年期國債收益率下跌10個基點至3.03%，","images":[{"img":"https://static.tigerbbs.com/3e461db577fc3ee4ab876dae9f1683f6"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/612682791","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038047539,"gmtCreate":1646703271330,"gmtModify":1676534152595,"author":{"id":"3570868909102033","authorId":"3570868909102033","name":"Estheryong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570868909102033","authorIdStr":"3570868909102033"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038047539","repostId":"2217428858","repostType":4,"repost":{"id":"2217428858","kind":"news","pubTimestamp":1646700934,"share":"https://ttm.financial/m/news/2217428858?lang=en_US&edition=fundamental","pubTime":"2022-03-08 08:55","market":"us","language":"zh","title":"Preview of Apple's spring conference: Mac Studio, iOS display may debut","url":"https://stock-news.laohu8.com/highlight/detail?id=2217428858","media":"新浪科技","summary":"新浪科技讯 北京时间3月8日早间消息，据报道，北京时间3月9日凌晨2点，苹果将举行春季发布会。届时，苹果或将推出新款Mac Studio台式机以及一款搭载iOS系统的显示屏。彭博专栏作家马克·格曼在推文中表示，Mac Studio和一款搭载iOS系统的显示器已经“准备就绪”，并将在发布会上亮相。它将采用与目前的Mac mini相似的方形设计，但高度达到10厘米，并且采用全新的散热设计来降温。","content":"<p><html><head></head><body></p><p><img src=\"https://static.tigerbbs.com/34661541d22c11b14a8d1113ca9738a0\" tg-width=\"630\" tg-height=\"355\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><a href=\"https://laohu8.com/S/SINA\">SINA</a>Science and Technology News Beijing time on March 8th morning news, according to reports, at 2 am Beijing time on March 9th,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>A spring launch will be held. By then, Apple may launch a new Mac Studio desktop and a display equipped with iOS system.</p><p>Bloomberg columnist Mark Gurman said in a tweet that the Mac Studio and an iOS-powered display are \"ready\" and will be unveiled at the launch.<img src=\"https://static.tigerbbs.com/738ff16ec9992e4350c33d9eda15a22c\" tg-width=\"547\" tg-height=\"429\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Earlier in the day, YouTube blogger Luke Miani shared a rendering of what claims to be a Mac Studio device, showing the device looking similar to a thickened version of the Mac mini. It will adopt a square design similar to the current Mac mini, but with a height of 10cm and a new heat dissipation design to cool down.</p><p>Miani said that Mac Studio will \"definitely\" be unveiled at Apple's spring conference, and German's tweet seemed to confirm the news.</p><p>News about Mac Studio was first exposed last week by 9to5Mac, which said it is a device that blends Mac mini and Mac Pro. Previous rumors have suggested that Apple is working on a high-end Mac mini and a small Mac pro. Now it seems that these rumors all seem to point to the same device, that is, Mac Studio.</p><p>This hybrid device will replace the high-end Mac mini while also acting as a compact alternative to the Mac Pro. Its performance is not comparable to that of the Mac Pro, but it is expected to be equipped with Apple's M1 Pro and M1 Max chips, and a high-performance version of the M1 Max chip can also be optionally equipped.</p><p>According to current news, Apple may also launch \"Studio Display\" while releasing Mac Studio. Miani said the Studio Display will feature a 27-inch screen with bezels slightly larger than the Pro Display XDR. German revealed that this display will \"run iOS,\" indicating that it has built-in A-series chips.</p><p>There have also been previous rumors that Apple is developing a display using A-series chips, but the industry believes this will become a follow-up to the Pro Display XDR. But now it appears that it will be a low-priced alternative to the $5,000 Pro Display XDR, except that specific price information is not yet known.</p><p></body></html></p>","source":"sina_tech","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>Preview of Apple's spring conference: Mac Studio, iOS display may debut</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\">\nPreview of Apple's spring conference: Mac Studio, iOS display may debut\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪科技</strong><span class=\"h-time small\">2022-03-08 08:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body></p><p><img src=\"https://static.tigerbbs.com/34661541d22c11b14a8d1113ca9738a0\" tg-width=\"630\" tg-height=\"355\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><a href=\"https://laohu8.com/S/SINA\">SINA</a>Science and Technology News Beijing time on March 8th morning news, according to reports, at 2 am Beijing time on March 9th,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>A spring launch will be held. By then, Apple may launch a new Mac Studio desktop and a display equipped with iOS system.</p><p>Bloomberg columnist Mark Gurman said in a tweet that the Mac Studio and an iOS-powered display are \"ready\" and will be unveiled at the launch.<img src=\"https://static.tigerbbs.com/738ff16ec9992e4350c33d9eda15a22c\" tg-width=\"547\" tg-height=\"429\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Earlier in the day, YouTube blogger Luke Miani shared a rendering of what claims to be a Mac Studio device, showing the device looking similar to a thickened version of the Mac mini. It will adopt a square design similar to the current Mac mini, but with a height of 10cm and a new heat dissipation design to cool down.</p><p>Miani said that Mac Studio will \"definitely\" be unveiled at Apple's spring conference, and German's tweet seemed to confirm the news.</p><p>News about Mac Studio was first exposed last week by 9to5Mac, which said it is a device that blends Mac mini and Mac Pro. Previous rumors have suggested that Apple is working on a high-end Mac mini and a small Mac pro. Now it seems that these rumors all seem to point to the same device, that is, Mac Studio.</p><p>This hybrid device will replace the high-end Mac mini while also acting as a compact alternative to the Mac Pro. Its performance is not comparable to that of the Mac Pro, but it is expected to be equipped with Apple's M1 Pro and M1 Max chips, and a high-performance version of the M1 Max chip can also be optionally equipped.</p><p>According to current news, Apple may also launch \"Studio Display\" while releasing Mac Studio. Miani said the Studio Display will feature a 27-inch screen with bezels slightly larger than the Pro Display XDR. German revealed that this display will \"run iOS,\" indicating that it has built-in A-series chips.</p><p>There have also been previous rumors that Apple is developing a display using A-series chips, but the industry believes this will become a follow-up to the Pro Display XDR. But now it appears that it will be a low-priced alternative to the $5,000 Pro Display XDR, except that specific price information is not yet known.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://tech.sina.cn/it/2022-03-08/detail-imcwipih7225006.d.html?vt=4\">新浪科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/34661541d22c11b14a8d1113ca9738a0","relate_stocks":{"BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4575":"芯片概念","AAPL":"苹果","BK4505":"高瓴资本持仓","BK4515":"5G概念","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4507":"流媒体概念","BK4170":"电脑硬件、储存设备及电脑周边","BK4574":"无人驾驶","BK4573":"虚拟现实","BK4581":"高盛持仓","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4512":"苹果概念","BK4501":"段永平概念"},"source_url":"https://tech.sina.cn/it/2022-03-08/detail-imcwipih7225006.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2217428858","content_text":"新浪科技讯 北京时间3月8日早间消息，据报道，北京时间3月9日凌晨2点，苹果将举行春季发布会。届时，苹果或将推出新款Mac Studio台式机以及一款搭载iOS系统的显示屏。彭博专栏作家马克·格曼（Mark Gurman）在推文中表示，Mac Studio和一款搭载iOS系统的显示器已经“准备就绪”，并将在发布会上亮相。当天早些时候，YouTube博主卢克·米亚尼（Luke Miani）分享了号称是Mac Studio设备的渲染图，显示这款设备的外观类似于加厚版的Mac mini。它将采用与目前的Mac mini相似的方形设计，但高度达到10厘米，并且采用全新的散热设计来降温。米亚尼称，Mac Studio“肯定”会在苹果春季发布会上亮相，而格曼的推文似乎也确认了这条消息。关于Mac Studio的消息最早于上周由9to5Mac曝光，该网站称，这是一款融合了Mac mini和Mac Pro的设备。之前的传言显示，苹果正在开发高端Mac mini和小型Mac pro。而现在看来，这些传言似乎都指向了同一款设备，那就是Mac Studio。这款混合设备将取代高端Mac mini，同时也可以充当Mac Pro的小巧替代品。它的性能无法媲美Mac Pro，但有望搭载苹果的M1 Pro和M1 Max芯片，还可以选配高性能版的M1 Max芯片。根据目前的消息，苹果在发布Mac Studio的同时，还有可能推出“Studio Display”。米亚尼表示，Studio Display将采用27英寸屏幕，边框略大于Pro Display XDR。而格曼则透露，这款显示屏将“运行iOS”，表明它内置了A系列芯片。之前也有传言称，苹果正开发采用A系列芯片的显示屏，但业界认为这将成为Pro Display XDR的后续产品。但现在看来，它将成为5000美元的Pro Display XDR的低价替代品，只是具体价格信息尚未可知。","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":2310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9992747492,"gmtCreate":1661383669218,"gmtModify":1676536506561,"author":{"id":"3570868909102033","authorId":"3570868909102033","name":"Estheryong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570868909102033","idStr":"3570868909102033"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992747492","repostId":"2262679729","repostType":4,"repost":{"id":"2262679729","kind":"news","pubTimestamp":1661382948,"share":"https://ttm.financial/m/news/2262679729?lang=en_US&edition=fundamental","pubTime":"2022-08-25 07:15","market":"sh","language":"zh","title":"Nvidia's third-quarter performance guidance was worse than expected, and the stock price surged after hours and fell back","url":"https://stock-news.laohu8.com/highlight/detail?id=2262679729","media":"华尔街见闻","summary":"　　8月24日周三美股盘后，英伟达公布截至今年7月31日的2023财年第二财季业绩。　　财报显示，英伟达二季度调整后EPS为0.51美元，和分析师预期的0.50美元基本持平；二季度收入67.0亿美元，同比增长3%，大体符合分析师预期。　　分项来看，二季度英伟达数据中心收入38.1亿美元，同比增长61%；二季度游戏收入20.4亿美元，同比下滑33%。","content":"<p><html><head></head><body>When Nvidia's preliminary data for the second quarter was released, it was already significantly worse than market expectations. Now, the company expects to perform even worse in the third quarter, with expected third-quarter revenue of US $5.90 billion ± 2%, far less than analysts' expectations of US $6.92 billion. Nvidia's weak third-quarter guidance suggests PC-related demand may be worse than expected. After the U.S. stock market closed on Wednesday, August 24, Nvidia announced its results for the second quarter of fiscal year 2023 ending July 31 this year.</p><p>The financial report shows that the revenue in the second quarter was US $6.70 billion, a year-on-year increase of 3% and a quarter-on-quarter decrease of 19%, which was generally in line with analysts' expectations. Diluted earnings per share under GAAP for the quarter were $0.26, a decrease of 72% from the same period last year and a decrease of 59% from the previous quarter; Adjusted earnings per share were $0.51, down 51% from the same period last year and 63% from the previous quarter, roughly close to market expectations of $0.5.</p><p><b>In terms of sub-items, Nvidia's data center revenue in the second quarter was US $3.81 billion, a year-on-year increase of 61% and a quarter-on-quarter growth rate of 1%; In the second quarter, game revenue was US $2.04 billion, a year-on-year decrease of 33% and a quarter-on-quarter decrease of 44%;</b>During the reporting period, the revenue of professional visualization business was US $496 million, a year-on-year decrease of 4% and a month-on-month decrease of 20%; The automotive business contributed US $220 million in revenue, a year-on-year increase of 45% and a month-on-month increase of 59%.</p><p>The reason why the data center business revenue can increase significantly year-on-year is mainly driven by \"ultra-large-scale\" customers (i.e. large cloud providers); The reason why the game business fell short of expectations was mainly due to the decline in sales of game products mainly based on personal computer graphics cards. Regarding challenges in the gaming business, Nvidia said it will work with retailers to adjust prices in response to \"challenging market conditions\" in the industry, which Nvidia believes is expected to continue into this quarter.</p><p>Nvidia shares have fallen more than 42% this year. The company has been popular in the market since the start of the pandemic, because both home office and teaching require electronics, as well as its key components: graphics cards and chips.</p><p>But now, it seems that Nvidia is out of favor with investors. At the beginning of this month, when the preliminary data for the second fiscal quarter was released, Nvidia's report card at that time was miss the market expectation: the game business revenue increased significantly in miss the market expectation, with quarterly revenue of US $2.04 billion, a quarter-on-quarter decrease of 44% and a year-on-year decrease of 33%; Data center revenue was $3.81 billion, up 1% sequentially and 61% year-over-year.<b>At the time, Nvidia warned its sales were declining, and the company's weak forecast for the third quarter suggested that PC-related demand could be worse than expected.</b></p><p><b>The guidance released by Nvidia in its financial report shows that it expects revenue in the third quarter to be US $5.90 billion ± 2%, far less than analysts' expectations of US $6.92 billion; The adjusted gross profit margin in the third quarter is expected to be 65.0% ± 0. 5 percentage points.</b></p><p>Nvidia's after-hours gains in U.S. stocks expanded from 1.9% to 4.1%, and then quickly fell back and turned down.<img src=\"https://static.tigerbbs.com/d66f3a010772b0d9265b1cf9da2b4d67\" tg-width=\"781\" tg-height=\"727\" referrerpolicy=\"no-referrer\"/><b>Moreover, it's worth noting that, like many of its peers who outsource manufacturing, Nvidia is dealing with a rapid transition from supply shortages-forcing customers to pay upfront to secure what they need-to a ballooning inventory of unsold products.</b>Nvidia is now saddled with upfront payments for materials and product manufacturing at a time when its own demand is declining while its in-house inventory of finished chips is growing.</p><p>During the reporting period, the company had $3.89 billion in inventories, up from $2.11 billion in the year-ago quarter. Total inventory purchases and long-term supply obligations were $9.22 billion, almost double what they were a year ago. Nvidia said the upfront supply agreement was $3.14 billion.</p><p>Jensen Huang, founder and CEO of Nvidia, said:</p><p>We are doing a supply chain transformation in a challenging macro environment, and we will get through it. Accelerated computing and artificial intelligence are pioneering work for our company and are transforming the industry ecosystem. Automotive is becoming a tech industry and is poised to be our next $1 billion business. Advances in artificial intelligence are driving our data center business while accelerating breakthroughs in areas from drug discovery to climate science to robotics. I look forward to next month's GTC conference where we will share new developments in RTX, as well as breakthroughs in AI and Metaverse, the next evolution of the Internet. In the second quarter of fiscal 2023, Nvidia returned $3.44 billion in share buybacks and cash Dividend to shareholders, compared with a $2.1 billion return in the first quarter. As of December 2023, the Company had $11.93 billion remaining under the share repurchase authorization. Nvidia plans to continue its share buybacks this fiscal year.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's third-quarter performance guidance was worse than expected, and the stock price surged after hours and fell back</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\">\nNvidia's third-quarter performance guidance was worse than expected, and the stock price surged after hours and fell back\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-08-25 07:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>When Nvidia's preliminary data for the second quarter was released, it was already significantly worse than market expectations. Now, the company expects to perform even worse in the third quarter, with expected third-quarter revenue of US $5.90 billion ± 2%, far less than analysts' expectations of US $6.92 billion. Nvidia's weak third-quarter guidance suggests PC-related demand may be worse than expected. After the U.S. stock market closed on Wednesday, August 24, Nvidia announced its results for the second quarter of fiscal year 2023 ending July 31 this year.</p><p>The financial report shows that the revenue in the second quarter was US $6.70 billion, a year-on-year increase of 3% and a quarter-on-quarter decrease of 19%, which was generally in line with analysts' expectations. Diluted earnings per share under GAAP for the quarter were $0.26, a decrease of 72% from the same period last year and a decrease of 59% from the previous quarter; Adjusted earnings per share were $0.51, down 51% from the same period last year and 63% from the previous quarter, roughly close to market expectations of $0.5.</p><p><b>In terms of sub-items, Nvidia's data center revenue in the second quarter was US $3.81 billion, a year-on-year increase of 61% and a quarter-on-quarter growth rate of 1%; In the second quarter, game revenue was US $2.04 billion, a year-on-year decrease of 33% and a quarter-on-quarter decrease of 44%;</b>During the reporting period, the revenue of professional visualization business was US $496 million, a year-on-year decrease of 4% and a month-on-month decrease of 20%; The automotive business contributed US $220 million in revenue, a year-on-year increase of 45% and a month-on-month increase of 59%.</p><p>The reason why the data center business revenue can increase significantly year-on-year is mainly driven by \"ultra-large-scale\" customers (i.e. large cloud providers); The reason why the game business fell short of expectations was mainly due to the decline in sales of game products mainly based on personal computer graphics cards. Regarding challenges in the gaming business, Nvidia said it will work with retailers to adjust prices in response to \"challenging market conditions\" in the industry, which Nvidia believes is expected to continue into this quarter.</p><p>Nvidia shares have fallen more than 42% this year. The company has been popular in the market since the start of the pandemic, because both home office and teaching require electronics, as well as its key components: graphics cards and chips.</p><p>But now, it seems that Nvidia is out of favor with investors. At the beginning of this month, when the preliminary data for the second fiscal quarter was released, Nvidia's report card at that time was miss the market expectation: the game business revenue increased significantly in miss the market expectation, with quarterly revenue of US $2.04 billion, a quarter-on-quarter decrease of 44% and a year-on-year decrease of 33%; Data center revenue was $3.81 billion, up 1% sequentially and 61% year-over-year.<b>At the time, Nvidia warned its sales were declining, and the company's weak forecast for the third quarter suggested that PC-related demand could be worse than expected.</b></p><p><b>The guidance released by Nvidia in its financial report shows that it expects revenue in the third quarter to be US $5.90 billion ± 2%, far less than analysts' expectations of US $6.92 billion; The adjusted gross profit margin in the third quarter is expected to be 65.0% ± 0. 5 percentage points.</b></p><p>Nvidia's after-hours gains in U.S. stocks expanded from 1.9% to 4.1%, and then quickly fell back and turned down.<img src=\"https://static.tigerbbs.com/d66f3a010772b0d9265b1cf9da2b4d67\" tg-width=\"781\" tg-height=\"727\" referrerpolicy=\"no-referrer\"/><b>Moreover, it's worth noting that, like many of its peers who outsource manufacturing, Nvidia is dealing with a rapid transition from supply shortages-forcing customers to pay upfront to secure what they need-to a ballooning inventory of unsold products.</b>Nvidia is now saddled with upfront payments for materials and product manufacturing at a time when its own demand is declining while its in-house inventory of finished chips is growing.</p><p>During the reporting period, the company had $3.89 billion in inventories, up from $2.11 billion in the year-ago quarter. Total inventory purchases and long-term supply obligations were $9.22 billion, almost double what they were a year ago. Nvidia said the upfront supply agreement was $3.14 billion.</p><p>Jensen Huang, founder and CEO of Nvidia, said:</p><p>We are doing a supply chain transformation in a challenging macro environment, and we will get through it. Accelerated computing and artificial intelligence are pioneering work for our company and are transforming the industry ecosystem. Automotive is becoming a tech industry and is poised to be our next $1 billion business. Advances in artificial intelligence are driving our data center business while accelerating breakthroughs in areas from drug discovery to climate science to robotics. I look forward to next month's GTC conference where we will share new developments in RTX, as well as breakthroughs in AI and Metaverse, the next evolution of the Internet. In the second quarter of fiscal 2023, Nvidia returned $3.44 billion in share buybacks and cash Dividend to shareholders, compared with a $2.1 billion return in the first quarter. As of December 2023, the Company had $11.93 billion remaining under the share repurchase authorization. Nvidia plans to continue its share buybacks this fiscal year.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3668629\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"BK4549":"软银资本持仓","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4567":"ESG概念","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","BK4548":"巴美列捷福持仓","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","NVDA":"英伟达","BK4527":"明星科技股","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4529":"IDC概念","BK4503":"景林资产持仓","BK4581":"高盛持仓","BK4543":"AI","BK4551":"寇图资本持仓"},"source_url":"https://wallstreetcn.com/articles/3668629","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2262679729","content_text":"英伟达二季度初步数据出炉时，就已经大幅逊于市场预期，如今，公司预计三季度表现更差，预计三季度收入59.0亿美元±2%，远远不及分析师预期的69.2亿美元。英伟达的三季度指引疲软表明，PC相关需求可能比预期的还要糟糕。8月24日周三美股盘后，英伟达公布截至今年7月31日的2023财年第二财季业绩。财报显示，二季度收入67.0亿美元，同比增长3%，环比下降19%，大体符合分析师预期。当季GAAP下每股摊薄收益为0.26美元，比去年同期下降72%，比上一季度下降 59%；调整后每股收益为0.51美元，较上年同期下降51%，较上一季度下降63%，和市场预期的0.5美元大体接近。分项来看，二季度英伟达数据中心收入38.1亿美元，同比增长61%，环比增速为1%；二季度游戏收入20.4亿美元，同比下滑33%，环比降幅更达44%；专业可视化业务报告期内收入为4.96亿美元，同比下降4%，环比降幅达20%；汽车业务贡献了2.2亿美元的收入，同比增幅为45%，环比大增59%。数据中心业务收入之所以能够同比大幅增长，主要是受到了“超大规模”客户（即大型云提供商）的推动；之所以游戏业务不及预期，主要是以个人电脑显卡为主的游戏产品的销量下降。关于游戏业务的挑战，英伟达表示，将与零售商一起调整价格，以应对该行业的“具有挑战性的市场条件”，英伟达认为，当前该行业的困境预计将持续到本季度。今年以来，英伟达股价已下跌超过42%。该公司在疫情开始后一直受到市场热捧，因为居家办公和教学都需要电子产品，以及其关键部件：显卡和芯片。但现在，英伟达似乎不再受到投资者的青睐。而在本月初，当第二财季初步数据公布时，英伟达当时交出的成绩单就不及市场预期：游戏业务收入大幅不及市场预期，季度营收20.4亿美元，环比下降44%，同比下降33%；数据中心收入为38.1亿美元，环比增长1%，同比增长61%。当时，英伟达警告称其销售额正在下滑，该公司对第三季度的预测疲软表明，PC相关需求可能比预期的还要糟糕。英伟达在财报中发布的指引显示，预计三季度收入59.0亿美元±2%，远远不及分析师预期的69.2亿美元；预计三季度调整后毛利润率65.0%±0.5个百分点。英伟达美股盘后涨幅从1.9%扩大至4.1%，随后迅速回落并转跌。此外，值得注意的时，与许多外包制造的同行一样，英伟达正在应对从供应短缺（迫使客户提前付款以确保他们需要的东西）到不断膨胀的未售出产品库存的快速过渡。英伟达现在背负着为材料和产品制造支付的预付款，而此时它自己的需求正在下降，而其内部成品芯片库存却在增加。报告期内，该公司的库存为38.9亿美元，高于去年同期的21.1亿美元。库存采购总额和长期供应义务为92.2亿美元，几乎是一年前的两倍。英伟达表示，预付供应协议为31.4亿美元。英伟达创始人兼首席执行官黄仁勋称：我们正在一个充满挑战的宏观环境中进行供应链转型，我们将度过难关。加速计算和人工智能是我们公司的开创性工作，并且正在改变行业生态。汽车正在成为一个科技行业，并有望成为我们下一个价值10亿美元的业务。人工智能的进步正在推动我们的数据中心业务，同时加速从药物发现到气候科学再到机器人技术等领域的突破。我期待下个月的GTC会议，我们将在会上分享RTX的新进展，以及人工智能和元界的突破，即互联网的下一次发展。在2023财年第二季度，英伟达向股东返还了34.4亿美元的股票回购和现金股息，而第一季度的回报为21亿美元。截至2023年12月，公司在股票回购授权下剩余119.3亿美元。英伟达计划在本财年继续进行股票回购。","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":1967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905101436,"gmtCreate":1659835976127,"gmtModify":1703766867550,"author":{"id":"3570868909102033","authorId":"3570868909102033","name":"Estheryong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570868909102033","idStr":"3570868909102033"},"themes":[],"htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905101436","repostId":"2257128796","repostType":4,"repost":{"id":"2257128796","kind":"highlight","weMediaInfo":{"introduction":"关注中国基金报，即时获取深度理财资讯","home_visible":1,"media_name":"中国基金报","id":"6","head_image":"https://static.tigerbbs.com/2b2c79a68beb44c7bc06ad7210091200"},"pubTimestamp":1659831405,"share":"https://ttm.financial/m/news/2257128796?lang=en_US&edition=fundamental","pubTime":"2022-08-07 08:16","market":"hk","language":"zh","title":"Sudden bad news! 30 times the actual controller of 90 billion white horse stocks, made a big move! Stock bar fryer","url":"https://stock-news.laohu8.com/highlight/detail?id=2257128796","media":"中国基金报","summary":"8月5日晚，康龙化成公告，公司实际控制人及其一致行动人拟合计减持不超过2775万股股，占公司总股本的2.33%，按当日收盘价计，套现金额约22亿元。在实控人之前，今年1月和4月公司分别有两批财务投资者抛出减持计划，合计拟减持总股本的8%，预计套现金额上百亿。截至8月5日，康龙化成最新市值近900亿元。至于实控人减持原因，公司称系满足实际控制人因股份上市及解禁纳税等资金需求。","content":"<p><div>After WuXi AppTec, another 100 billion CRO leading actual controllers threw out a large-scale reduction plan. On the evening of August 5th, Kanglong Chemical announced that the actual controller of the company and its concerted actions planned to reduce their holdings by no more than 27.75 million shares in total, accounting for 2.33% of the company's total share capital. Based on the closing price of that day, the cash amount was about 2.2 billion yuan. A reporter from China Fund News noticed that the above-mentioned shares have just been lifted after three years of listing in January this year, and this reduction is also stepping on the upper limit of the amount it can reduce this year. As a white horse favored by institutional funds, Pharmaron Chemical, which was listed in early 2019, continued to grow at a high rate of performance, and its stock price ushered in a \"Davis double-click\". In three years...</p><p><a href=\"\">Web link</a></div></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>Sudden bad news! 30 times the actual controller of 90 billion white horse stocks, made a big move! Stock bar fryer</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\">\nSudden bad news! 30 times the actual controller of 90 billion white horse stocks, made a big move! Stock bar fryer\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/6\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/2b2c79a68beb44c7bc06ad7210091200);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">中国基金报 </p>\n<p class=\"h-time smaller\">2022-08-07 08:16</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><div>After WuXi AppTec, another 100 billion CRO leading actual controllers threw out a large-scale reduction plan. On the evening of August 5th, Kanglong Chemical announced that the actual controller of the company and its concerted actions planned to reduce their holdings by no more than 27.75 million shares in total, accounting for 2.33% of the company's total share capital. Based on the closing price of that day, the cash amount was about 2.2 billion yuan. A reporter from China Fund News noticed that the above-mentioned shares have just been lifted after three years of listing in January this year, and this reduction is also stepping on the upper limit of the amount it can reduce this year. As a white horse favored by institutional funds, Pharmaron Chemical, which was listed in early 2019, continued to grow at a high rate of performance, and its stock price ushered in a \"Davis double-click\". In three years...</p><p><a href=\"\">Web link</a></div></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/665a86622eb77740913a851377a20872","relate_stocks":{"03759":"康龙化成","BK1576":"医药外包概念","BK1141":"生命科学工具和服务"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2257128796","content_text":"药明康德之后，又一千亿CRO龙头实控人抛出大额减持计划。8月5日晚，康龙化成公告，公司实际控制人及其一致行动人拟合计减持不超过2775万股股，占公司总股本的2.33%，按当日收盘价计，套现金额约22亿元。中国基金报记者注意到，上述股份今年1月上市满三年刚刚解禁，而此次减持也是踩着其今年可减持额度的上限。作为机构资金偏爱的白马，2019年初上市的康龙化成业绩持续高增长，股价迎来“戴维斯双击”，三年不到涨幅近30倍，但近一年股价却迎来深度回调，双击变成双杀，一度腰斩。其业绩在今年开始失速，一季报净利仅增长1.3%，半年报预告业绩增速0-8%。不少股民担心周一公司股价承压，甚至可能跌停，类似宣布百亿大减持后6月13日的药明康德。在实控人之前，今年1月和4月公司分别有两批财务投资者抛出减持计划，合计拟减持总股本的8%，预计套现金额上百亿。目前，康龙化成虽然股价已大幅回调，但按上半年预告净利润计算，市盈率仍高达约80倍。实控人称仍看好公司发展前景根据公告，康龙化成于近日收到公司实际控制人及其一致行动人出具的《股份减持计划告知函》。康龙化成实际控制人及其一致行动人合计持有公司股份2.81亿股（占公司总股本比例23.6%），计划在2022年8月30日至2023年1月29日通过大宗交易方式或集中竞价交易方式合计减持不超过2775万股（占公司总股本的2.33%），减持股份约占其总持股数的9.88%。若按公司8月5日收盘价79.47元/股计算，本次减持可套现约22.05亿元。截至8月5日，康龙化成最新市值近900亿元。康龙化成实际控制人及其一致行动人包括楼小强、郑北、康龙控股、宁波龙泰康、北京多泰，以及厦门龙泰鼎盛、厦门龙泰汇盛、厦门龙泰众盛、厦门龙泰汇信、厦门龙泰众信5个有限合伙企业。本次减持股份为公司首次公开发行前发行的股份及上市后权益分派资本公积转增股本方式取得的股份，今年1月28日上述股份上市满三年刚刚获得解禁。值得注意的是，公司实控人及一致行动人此次9.88%的减持比例，基本压了其今年可减持额度的上限。康龙化成实际控制人BoliangLou、楼小强、郑北及其持股主体康龙控股、龙泰众信、龙泰汇信、龙泰鼎盛、龙泰汇盛、龙泰众盛曾承诺，在股份锁定期满后两年内，每年减持股份数量不超过首次公开发行前直接或者间接持有发行人股份总数的10%。至于实控人减持原因，公司称系满足实际控制人因股份上市及解禁纳税等资金需求。“公司实际控制人持续坚定地看好公司的发展前景。”网友：一个没减完另一个又开始实控人方面此次抛出的减持计划，已经是1月份解禁后康龙化成重要股东抛出的第三份减持计划。今年1月26日公司公告，持有公司股份1.57亿股（占公司总股本比例19.79%）的股东信中康成计划以大宗交易、集中竞价交易、协议转让等方式减持公司股份不超过3177万股（占公司总股本比例4%）；持有公司股份2849万股（占公司总股本比例3.59%）的股东信中龙成则计划减持不超过1588万股（占公司总股本比例2%）。4月29日公司再度公告，持有公司股份4261万股（占公司总股本比例5.37%）的股东君联闻达计划以大宗交易、集中竞价交易等方式减持公司股份不超过1476万股（不超过公司总股本比例1.86%）；持有公司股份324万股（占公司总股本比例0.41%）的股东君联茂林计划减持不超过112万股（不超过公司总股本比例0.14%）。这样，上述两批股东合计减持比例达到了公司总股本的8%，按照预披露时点股价计，减持金额上百亿元。某股吧平台，有网友称“一个没减完，另一个又开始”“每三个月来一波”。还有不少网友担心股价，“跌停的节奏”“周一跌停了”，“说得冠冕堂皇”“最清楚公司实际情况的当然是实际控制人（老板）”。股民的担心并非毫无道理，今年6月11日也是周五收盘后，中国基金报报道CRO龙头药明康德实控人方面抛出百亿大减持计划。隔一个周末，6月13日开市药明康德直奔跌停，全天被摁在跌停板摩擦，收盘跌幅9.56%。东财choice数据显示，截至2022年3月31日，康龙化成的股东户数有2.96万户。高增长不再？上半年仅预增0-8%康龙化成从事药物研究、开发及生产服务，为客户提供药物发现和药物开发服务，该公司业务与医药行业及药物研发外包市场的发展有着紧密的关系。2019年上市后发布的四份完整年度财报来看，康龙化成保持着极高增速，2018年至2021年净利润增速分别是44%、64%、114%和42%，扣非净利润四年复合增速也在55%以上。而公司股价从上市之初的5.45元（前复权，下同），最高涨到162.77元，涨幅约30倍，市值一度超过2000亿元，用时只有两年半年。不过这样一只大白马却在2021年8月见顶，并持续调整近一年，最大跌幅超过60%，按最新价计跌幅也有50%。从2022年一季报开始，公司的业绩也开始失速，净利润增长仅有1.31%，扣非净利润增速虽仍有30%但大不如前。今年半年报公司业绩将延续个位数增长。7月18日，公司发布业绩预告，预计上半年实现归母净利润5.6亿元至6.1亿元，同比增长0%至8%；扣非后净利润为6.4亿-6.9亿元，同比增长10%-18%。按这一业绩计算动态市盈率，康龙化成目前估值仍在80倍左右的高位。对于业绩失速，公司称2022年上半年海外运营成本受欧美通货膨胀的影响有所提高，海外运营主体一定程度延缓集团整体的盈利增长。此外，2022年上半年疫情对国内的临床研发服务有一定影响，临床研发服务一定程度延缓集团整体的盈利增长。","news_type":1,"symbols_score_info":{"03759":0.9}},"isVote":1,"tweetType":1,"viewCount":2235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9044183645,"gmtCreate":1656723242087,"gmtModify":1676535883098,"author":{"id":"3570868909102033","authorId":"3570868909102033","name":"Estheryong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570868909102033","idStr":"3570868909102033"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044183645","repostId":"1104486104","repostType":4,"repost":{"id":"1104486104","kind":"news","pubTimestamp":1656686783,"share":"https://ttm.financial/m/news/1104486104?lang=en_US&edition=fundamental","pubTime":"2022-07-01 22:46","market":"us","language":"zh","title":"Goldman Sachs warns: The risk of another sell-off frenzy in U.S. stocks remains high","url":"https://stock-news.laohu8.com/highlight/detail?id=1104486104","media":"华尔街见闻","summary":"美国消费疲软对企业盈利的影响正在显现，对美股造成的冲击将超过股票抛售。","content":"<p><html><head></head><body>Author: Wang Mei</p><p>Goldman Sachs strategists said,<b>The risk of another selling frenzy in U.S. stocks remains high, as investors only expect a mild recession.</b></p><p>Strategists led by Christian Mueller-Glissmann wrote in a June 30 note:</p><p>\"Much of this year's valuation cuts have been due to higher interest rates and inflation. Unless bond yields start to fall and cushion the rising equity risk premium on recession fears, equity valuations are likely to fall further.\" Global equities have just had one of their worst six months on record, with stubbornly high inflation and hawkish central banks raising fears of a sharp economic slowdown. The S&P 500 had its worst first half since 1970, losing more than $8 trillion in market value.</p><p>Goldman Sachs last week, after analyzing the total $2.4 trillion equity positions held by nearly 800 hedge funds at the beginning of the second quarter of this year, pointed out that hedge funds have recently significantly reduced the holding period and turnover rate of long portfolios, reflecting the broader asset reallocation underway across the market.</p><p>According to Goldman Sachs analysis,<b>In recent years, the low interest rate policies of various countries have made the stock market very attractive, and investors have turned to the investment philosophy of \"There Is No Alternative to equities (TINA)\".</b>As institutional and household investors increase their equity exposure, long-term growth stocks benefit the most, and valuations accelerate.</p><p>But by contrast, today's trend toward positive interest rates, growing recession fears,<b>The declining stock market has sent another signal to investors-there are still plenty of other stock alternatives (There Are Reasonable Alternatives, or TARA) in the market, pushing them to flee the stock market.</b></p><p>This week Mueller-Glissman reiterated:</p><p>\"TINA drove the bull market in stocks, but investors turned to TARA amid stickiness of inflation and rising bond yields. As central banks are busy fighting inflation, it's hard for them to hedge against a recession.\" The strategists said,<b>Corporate earnings are also likely to come under pressure in the second half as margins will be tested by soaring prices and weakening consumer confidence.</b></p><p>Goldman Sachs has previously warned that the impact of weak U.S. consumption on corporate earnings is emerging, and the impact on U.S. stocks will exceed stock selling. In this case, U.S. stocks may be under further pressure.</p><p></body></html></p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sachs warns: The risk of another sell-off frenzy in U.S. stocks remains high</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\">\nGoldman Sachs warns: The risk of another sell-off frenzy in U.S. stocks remains high\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-07-01 22:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Author: Wang Mei</p><p>Goldman Sachs strategists said,<b>The risk of another selling frenzy in U.S. stocks remains high, as investors only expect a mild recession.</b></p><p>Strategists led by Christian Mueller-Glissmann wrote in a June 30 note:</p><p>\"Much of this year's valuation cuts have been due to higher interest rates and inflation. Unless bond yields start to fall and cushion the rising equity risk premium on recession fears, equity valuations are likely to fall further.\" Global equities have just had one of their worst six months on record, with stubbornly high inflation and hawkish central banks raising fears of a sharp economic slowdown. The S&P 500 had its worst first half since 1970, losing more than $8 trillion in market value.</p><p>Goldman Sachs last week, after analyzing the total $2.4 trillion equity positions held by nearly 800 hedge funds at the beginning of the second quarter of this year, pointed out that hedge funds have recently significantly reduced the holding period and turnover rate of long portfolios, reflecting the broader asset reallocation underway across the market.</p><p>According to Goldman Sachs analysis,<b>In recent years, the low interest rate policies of various countries have made the stock market very attractive, and investors have turned to the investment philosophy of \"There Is No Alternative to equities (TINA)\".</b>As institutional and household investors increase their equity exposure, long-term growth stocks benefit the most, and valuations accelerate.</p><p>But by contrast, today's trend toward positive interest rates, growing recession fears,<b>The declining stock market has sent another signal to investors-there are still plenty of other stock alternatives (There Are Reasonable Alternatives, or TARA) in the market, pushing them to flee the stock market.</b></p><p>This week Mueller-Glissman reiterated:</p><p>\"TINA drove the bull market in stocks, but investors turned to TARA amid stickiness of inflation and rising bond yields. As central banks are busy fighting inflation, it's hard for them to hedge against a recession.\" The strategists said,<b>Corporate earnings are also likely to come under pressure in the second half as margins will be tested by soaring prices and weakening consumer confidence.</b></p><p>Goldman Sachs has previously warned that the impact of weak U.S. consumption on corporate earnings is emerging, and the impact on U.S. stocks will exceed stock selling. In this case, U.S. stocks may be under further pressure.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3663637\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ef05ac737ccc5e804506aa744d0c55a3","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3663637","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1104486104","content_text":"作者：王眉高盛策略师表示，美股再次出现抛售狂潮的风险仍然很高，因为投资者只预计将出现温和衰退。以Christian Mueller-Glissmann为首的策略师在6月30日的一份报告中写道：“今年估值下调的大部分原因是利率和通胀上升。除非债券收益率开始下降，并缓冲因经济衰退担忧而上升的股票风险溢价，否则股票估值可能会进一步下降。”全球股市刚刚经历了有记录以来最糟糕的六个月之一，居高不下的通胀和鹰派央行引发了经济大幅放缓的担忧。标普500指数上半年的表现为1970年以来最差，市值损失超过8万亿美元。高盛上周在分析了近800家对冲基金在今年第二季度初持有的2.4万亿美元的股票总头寸后指出，对冲基金最近大幅减少了多头投资组合的持有期和换手率，反映出整个市场正在进行更广泛的资产重新配置。高盛分析认为，近年来，各国的低利率政策使得股市十分具有吸引力，投资者纷纷转向“除股票外别无选择（There Is No Alternative to equities，简称 TINA）”的投资理念。随着机构投资者和家庭投资者增加股票敞口，长期成长性股票受益最大，估值加速上升。但相比之下，如今恢复正利率的趋势、日益增长的经济衰退担忧，不断下跌的股市已经向投资者发出另一种信号——市场上仍有大量其他的股票替代品（There Are Reasonable Alternatives，简称TARA），推动他们纷纷逃离股市。本周Mueller-Glissman重申：“TINA推动了股市的牛市，但在通胀粘性和债券收益率上升的背景下，投资者纷纷转向TARA。由于各国央行正忙于抗击通胀，它们很难顾得上对冲经济衰退。”策略师们表示，下半年企业盈利也可能面临压力，因为利润率将面临物价飙升和消费者信心减弱的考验。高盛此前就警告称，美国消费疲软对企业盈利的影响正在显现，对美股造成的冲击将超过股票抛售。在这种情况下，美股或将进一步承压。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056823807,"gmtCreate":1654996982909,"gmtModify":1676535544237,"author":{"id":"3570868909102033","authorId":"3570868909102033","name":"Estheryong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570868909102033","idStr":"3570868909102033"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056823807","repostId":"612682791","repostType":1,"repost":{"id":612682791,"gmtCreate":1652321884213,"gmtModify":1676533093627,"author":{"id":"4098332613396550","authorId":"4098332613396550","name":"人人汇数据导航","avatar":"https://static.tigerbbs.com/ccbd7f29099d571b8d70c7ca025f2c38","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098332613396550","idStr":"4098332613396550"},"themes":[],"title":"全球股市：通脹數據公佈後美國下跌；歐洲的收益表現良好","htmlText":"美國更新由於美國通脹報告令人失望，風險資產依舊不受歡迎，股市週三走低。由於投資者在試探性反彈中拋售，所以反彈時間持續很短。道瓊斯工業平均指數下跌1.0%，標準普爾500指數下跌1.7%，納斯達克指數下跌3.2%。最新的美國消費者價格指數數據削弱了通脹正在見頂的觀點，但並沒有影響美聯儲激進加息的預期。核心CPI月率上漲0.6%，高於預期的0.4%，儘管一些人表示，如果不是機票價格飆升，可能會上漲0.4%。隨着市場恢復去風險的趨勢，成長型股票，尤其是權重較大的大型股，以及像加密貨幣這樣的投機性投資，受到的打擊最爲嚴重。非必需消費品（亞馬遜，下跌3.2%）和科技（蘋果，下跌5.2%，微軟，下跌3.3%）是表現最差的行業。汽車製造商、航空公司、房屋建築商和雜貨店也落後。從積極的方面來看，油價上漲提振了能源股和材料股，因爲人們希望中國的新冠危機能夠緩解。表現最好的包括康菲石油公司，上漲1.0%，雪佛龍公司，上漲1.4%。在受關注的公司中，Coinbase暴跌26%，此前該加密貨幣交易所公佈了令人失望的收益，並且投資者被Coinbase提交給美國證券交易委員會的文件中的語言嚇壞了，警告稱如果發生破產程序，客戶的加密資產可能會被沒收。在其他特色輸家中，Unity Software下跌了37%，而在線自由職業者市場Fiverr因收入預期低迷而下跌了26%。積極的一面是，電子遊戲領導者Electronic Artists上漲了8.0%，而另一家視頻遊戲公司Roblox儘管盈利不佳，但仍上漲了3.4%。H&amp;R Block因盈利超預期和更好的指引上漲20%。這些價格數據反映了美國東部時間下午4:00的觀察結果：日期布倫特現貨原油上漲4.59美元至107.03美元，而現貨黃金上漲15.49美元至1,853.66美元。美元兌主要貨幣漲跌互現。美國30年期國債收益率下跌10個基點至3.03%，","listText":"美國更新由於美國通脹報告令人失望，風險資產依舊不受歡迎，股市週三走低。由於投資者在試探性反彈中拋售，所以反彈時間持續很短。道瓊斯工業平均指數下跌1.0%，標準普爾500指數下跌1.7%，納斯達克指數下跌3.2%。最新的美國消費者價格指數數據削弱了通脹正在見頂的觀點，但並沒有影響美聯儲激進加息的預期。核心CPI月率上漲0.6%，高於預期的0.4%，儘管一些人表示，如果不是機票價格飆升，可能會上漲0.4%。隨着市場恢復去風險的趨勢，成長型股票，尤其是權重較大的大型股，以及像加密貨幣這樣的投機性投資，受到的打擊最爲嚴重。非必需消費品（亞馬遜，下跌3.2%）和科技（蘋果，下跌5.2%，微軟，下跌3.3%）是表現最差的行業。汽車製造商、航空公司、房屋建築商和雜貨店也落後。從積極的方面來看，油價上漲提振了能源股和材料股，因爲人們希望中國的新冠危機能夠緩解。表現最好的包括康菲石油公司，上漲1.0%，雪佛龍公司，上漲1.4%。在受關注的公司中，Coinbase暴跌26%，此前該加密貨幣交易所公佈了令人失望的收益，並且投資者被Coinbase提交給美國證券交易委員會的文件中的語言嚇壞了，警告稱如果發生破產程序，客戶的加密資產可能會被沒收。在其他特色輸家中，Unity Software下跌了37%，而在線自由職業者市場Fiverr因收入預期低迷而下跌了26%。積極的一面是，電子遊戲領導者Electronic Artists上漲了8.0%，而另一家視頻遊戲公司Roblox儘管盈利不佳，但仍上漲了3.4%。H&amp;R Block因盈利超預期和更好的指引上漲20%。這些價格數據反映了美國東部時間下午4:00的觀察結果：日期布倫特現貨原油上漲4.59美元至107.03美元，而現貨黃金上漲15.49美元至1,853.66美元。美元兌主要貨幣漲跌互現。美國30年期國債收益率下跌10個基點至3.03%，","text":"美國更新由於美國通脹報告令人失望，風險資產依舊不受歡迎，股市週三走低。由於投資者在試探性反彈中拋售，所以反彈時間持續很短。道瓊斯工業平均指數下跌1.0%，標準普爾500指數下跌1.7%，納斯達克指數下跌3.2%。最新的美國消費者價格指數數據削弱了通脹正在見頂的觀點，但並沒有影響美聯儲激進加息的預期。核心CPI月率上漲0.6%，高於預期的0.4%，儘管一些人表示，如果不是機票價格飆升，可能會上漲0.4%。隨着市場恢復去風險的趨勢，成長型股票，尤其是權重較大的大型股，以及像加密貨幣這樣的投機性投資，受到的打擊最爲嚴重。非必需消費品（亞馬遜，下跌3.2%）和科技（蘋果，下跌5.2%，微軟，下跌3.3%）是表現最差的行業。汽車製造商、航空公司、房屋建築商和雜貨店也落後。從積極的方面來看，油價上漲提振了能源股和材料股，因爲人們希望中國的新冠危機能夠緩解。表現最好的包括康菲石油公司，上漲1.0%，雪佛龍公司，上漲1.4%。在受關注的公司中，Coinbase暴跌26%，此前該加密貨幣交易所公佈了令人失望的收益，並且投資者被Coinbase提交給美國證券交易委員會的文件中的語言嚇壞了，警告稱如果發生破產程序，客戶的加密資產可能會被沒收。在其他特色輸家中，Unity Software下跌了37%，而在線自由職業者市場Fiverr因收入預期低迷而下跌了26%。積極的一面是，電子遊戲領導者Electronic Artists上漲了8.0%，而另一家視頻遊戲公司Roblox儘管盈利不佳，但仍上漲了3.4%。H&R Block因盈利超預期和更好的指引上漲20%。這些價格數據反映了美國東部時間下午4:00的觀察結果：日期布倫特現貨原油上漲4.59美元至107.03美元，而現貨黃金上漲15.49美元至1,853.66美元。美元兌主要貨幣漲跌互現。美國30年期國債收益率下跌10個基點至3.03%，","images":[{"img":"https://static.tigerbbs.com/3e461db577fc3ee4ab876dae9f1683f6"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/612682791","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038047539,"gmtCreate":1646703271330,"gmtModify":1676534152595,"author":{"id":"3570868909102033","authorId":"3570868909102033","name":"Estheryong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570868909102033","idStr":"3570868909102033"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038047539","repostId":"2217428858","repostType":4,"repost":{"id":"2217428858","kind":"news","pubTimestamp":1646700934,"share":"https://ttm.financial/m/news/2217428858?lang=en_US&edition=fundamental","pubTime":"2022-03-08 08:55","market":"us","language":"zh","title":"Preview of Apple's spring conference: Mac Studio, iOS display may debut","url":"https://stock-news.laohu8.com/highlight/detail?id=2217428858","media":"新浪科技","summary":"新浪科技讯 北京时间3月8日早间消息，据报道，北京时间3月9日凌晨2点，苹果将举行春季发布会。届时，苹果或将推出新款Mac Studio台式机以及一款搭载iOS系统的显示屏。彭博专栏作家马克·格曼在推文中表示，Mac Studio和一款搭载iOS系统的显示器已经“准备就绪”，并将在发布会上亮相。它将采用与目前的Mac mini相似的方形设计，但高度达到10厘米，并且采用全新的散热设计来降温。","content":"<p><html><head></head><body></p><p><img src=\"https://static.tigerbbs.com/34661541d22c11b14a8d1113ca9738a0\" tg-width=\"630\" tg-height=\"355\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><a href=\"https://laohu8.com/S/SINA\">SINA</a>Science and Technology News Beijing time on March 8th morning news, according to reports, at 2 am Beijing time on March 9th,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>A spring launch will be held. By then, Apple may launch a new Mac Studio desktop and a display equipped with iOS system.</p><p>Bloomberg columnist Mark Gurman said in a tweet that the Mac Studio and an iOS-powered display are \"ready\" and will be unveiled at the launch.<img src=\"https://static.tigerbbs.com/738ff16ec9992e4350c33d9eda15a22c\" tg-width=\"547\" tg-height=\"429\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Earlier in the day, YouTube blogger Luke Miani shared a rendering of what claims to be a Mac Studio device, showing the device looking similar to a thickened version of the Mac mini. It will adopt a square design similar to the current Mac mini, but with a height of 10cm and a new heat dissipation design to cool down.</p><p>Miani said that Mac Studio will \"definitely\" be unveiled at Apple's spring conference, and German's tweet seemed to confirm the news.</p><p>News about Mac Studio was first exposed last week by 9to5Mac, which said it is a device that blends Mac mini and Mac Pro. Previous rumors have suggested that Apple is working on a high-end Mac mini and a small Mac pro. Now it seems that these rumors all seem to point to the same device, that is, Mac Studio.</p><p>This hybrid device will replace the high-end Mac mini while also acting as a compact alternative to the Mac Pro. Its performance is not comparable to that of the Mac Pro, but it is expected to be equipped with Apple's M1 Pro and M1 Max chips, and a high-performance version of the M1 Max chip can also be optionally equipped.</p><p>According to current news, Apple may also launch \"Studio Display\" while releasing Mac Studio. Miani said the Studio Display will feature a 27-inch screen with bezels slightly larger than the Pro Display XDR. German revealed that this display will \"run iOS,\" indicating that it has built-in A-series chips.</p><p>There have also been previous rumors that Apple is developing a display using A-series chips, but the industry believes this will become a follow-up to the Pro Display XDR. But now it appears that it will be a low-priced alternative to the $5,000 Pro Display XDR, except that specific price information is not yet known.</p><p></body></html></p>","source":"sina_tech","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>Preview of Apple's spring conference: Mac Studio, iOS display may debut</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\">\nPreview of Apple's spring conference: Mac Studio, iOS display may debut\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪科技</strong><span class=\"h-time small\">2022-03-08 08:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body></p><p><img src=\"https://static.tigerbbs.com/34661541d22c11b14a8d1113ca9738a0\" tg-width=\"630\" tg-height=\"355\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><a href=\"https://laohu8.com/S/SINA\">SINA</a>Science and Technology News Beijing time on March 8th morning news, according to reports, at 2 am Beijing time on March 9th,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>A spring launch will be held. By then, Apple may launch a new Mac Studio desktop and a display equipped with iOS system.</p><p>Bloomberg columnist Mark Gurman said in a tweet that the Mac Studio and an iOS-powered display are \"ready\" and will be unveiled at the launch.<img src=\"https://static.tigerbbs.com/738ff16ec9992e4350c33d9eda15a22c\" tg-width=\"547\" tg-height=\"429\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Earlier in the day, YouTube blogger Luke Miani shared a rendering of what claims to be a Mac Studio device, showing the device looking similar to a thickened version of the Mac mini. It will adopt a square design similar to the current Mac mini, but with a height of 10cm and a new heat dissipation design to cool down.</p><p>Miani said that Mac Studio will \"definitely\" be unveiled at Apple's spring conference, and German's tweet seemed to confirm the news.</p><p>News about Mac Studio was first exposed last week by 9to5Mac, which said it is a device that blends Mac mini and Mac Pro. Previous rumors have suggested that Apple is working on a high-end Mac mini and a small Mac pro. Now it seems that these rumors all seem to point to the same device, that is, Mac Studio.</p><p>This hybrid device will replace the high-end Mac mini while also acting as a compact alternative to the Mac Pro. Its performance is not comparable to that of the Mac Pro, but it is expected to be equipped with Apple's M1 Pro and M1 Max chips, and a high-performance version of the M1 Max chip can also be optionally equipped.</p><p>According to current news, Apple may also launch \"Studio Display\" while releasing Mac Studio. Miani said the Studio Display will feature a 27-inch screen with bezels slightly larger than the Pro Display XDR. German revealed that this display will \"run iOS,\" indicating that it has built-in A-series chips.</p><p>There have also been previous rumors that Apple is developing a display using A-series chips, but the industry believes this will become a follow-up to the Pro Display XDR. But now it appears that it will be a low-priced alternative to the $5,000 Pro Display XDR, except that specific price information is not yet known.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://tech.sina.cn/it/2022-03-08/detail-imcwipih7225006.d.html?vt=4\">新浪科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/34661541d22c11b14a8d1113ca9738a0","relate_stocks":{"BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4575":"芯片概念","AAPL":"苹果","BK4505":"高瓴资本持仓","BK4515":"5G概念","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4507":"流媒体概念","BK4170":"电脑硬件、储存设备及电脑周边","BK4574":"无人驾驶","BK4573":"虚拟现实","BK4581":"高盛持仓","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4512":"苹果概念","BK4501":"段永平概念"},"source_url":"https://tech.sina.cn/it/2022-03-08/detail-imcwipih7225006.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2217428858","content_text":"新浪科技讯 北京时间3月8日早间消息，据报道，北京时间3月9日凌晨2点，苹果将举行春季发布会。届时，苹果或将推出新款Mac Studio台式机以及一款搭载iOS系统的显示屏。彭博专栏作家马克·格曼（Mark Gurman）在推文中表示，Mac Studio和一款搭载iOS系统的显示器已经“准备就绪”，并将在发布会上亮相。当天早些时候，YouTube博主卢克·米亚尼（Luke Miani）分享了号称是Mac Studio设备的渲染图，显示这款设备的外观类似于加厚版的Mac mini。它将采用与目前的Mac mini相似的方形设计，但高度达到10厘米，并且采用全新的散热设计来降温。米亚尼称，Mac Studio“肯定”会在苹果春季发布会上亮相，而格曼的推文似乎也确认了这条消息。关于Mac Studio的消息最早于上周由9to5Mac曝光，该网站称，这是一款融合了Mac mini和Mac Pro的设备。之前的传言显示，苹果正在开发高端Mac mini和小型Mac pro。而现在看来，这些传言似乎都指向了同一款设备，那就是Mac Studio。这款混合设备将取代高端Mac mini，同时也可以充当Mac Pro的小巧替代品。它的性能无法媲美Mac Pro，但有望搭载苹果的M1 Pro和M1 Max芯片，还可以选配高性能版的M1 Max芯片。根据目前的消息，苹果在发布Mac Studio的同时，还有可能推出“Studio Display”。米亚尼表示，Studio Display将采用27英寸屏幕，边框略大于Pro Display XDR。而格曼则透露，这款显示屏将“运行iOS”，表明它内置了A系列芯片。之前也有传言称，苹果正开发采用A系列芯片的显示屏，但业界认为这将成为Pro Display XDR的后续产品。但现在看来，它将成为5000美元的Pro Display XDR的低价替代品，只是具体价格信息尚未可知。","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":2310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}