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2023-10-26

Hi, how is the weather now

2023-08-12

Hi,hello,happy birthday

2022-09-16

$理想汽车(LI)$

2022-09-16

$伯克希尔(BRK.A)$

2022-09-16

Ok

Nvidia and Amazon were cut by more than 40%! Analysts cut U.S. stocks' third-quarter earnings estimates

2022-06-13

Hi

Sorry, the original content has been removed

2022-04-15

$中国恒大(03333)$???

2022-04-14

$大全新能源(DQ)$hhaha

2022-03-07

Hi

Ginger is still old and spicy! Buffett buys big oil companies as oil prices skyrocket

Go to Tiger App to see more news

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20:49","market":"us","language":"zh","title":"Nvidia and Amazon were cut by more than 40%! Analysts cut U.S. stocks' third-quarter earnings estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=1180801556","media":"Wind资讯","summary":"眼下距离下一个美股财报季已经不远。鉴于通胀高企、经济放缓等宏观不利因素，分析师下调了对第三季度企业盈利的预期，像英伟达和亚马逊这样的科技公司调降幅度尤为明显。据Barron's，瑞士信贷的数据显示，分","content":"<p><html><head></head><body>The next U.S. stock earnings season is not far away. In light of macro headwinds such as high inflation and a slowing economy, analysts have lowered their expectations for third-quarter corporate earnings, especially by technology companies like Nvidia and Amazon.</p><p>According to Barron's, Credit Suisse data showed that analyst estimates for overall third-quarter earnings per share (EPS) of s&P 500 companies have fallen 5.5% in the past two months or so. High inflation has eroded consumer demand, company costs have risen faster than consumer prices, putting pressure on profit margins, and soaring prices have forced the Federal Reserve to make aggressive rate hike to fight inflation, raising the possibility of a future economic slowdown or even a recession. These have become reasons for analysts to lower their expectations.</p><p>The pain of shrinking profits is particularly acute in the tech sector. Earnings estimates for the sector in the third quarter have fallen by about 11% over the past few months, with earnings estimates for the semiconductor sector falling by about 15%, with chip manufacturing giant Nvidia constituting a drag.</p><p>Analysts' consensus estimate for Nvidia's EPS fell 48%. With the company's market cap of more than $300 billion, its earnings are weighted enough to drag down overall forecasts for the entire semiconductor industry.</p><p>Slumping consumer demand is hurting Nvidia. The company said at the end of August that a weakening macroeconomic environment had an impact on its gaming chip sales. Nvidia expects sales of about $5.9 billion for the current fiscal quarter, $1 billion below analysts' estimates. Barron's noted that analysts have lowered their sales estimates to management's guidance. In the last fiscal quarter that ended in July, Nvidia had sales of $6.7 billion. The company's shares are down more than 55% so far this year.</p><p>E-commerce is another tech sector that has encountered challenges. Analysts' earnings estimates for e-commerce have fallen by about 37%, partly due to weak consumption.</p><p>Amazon's recent challenges have also hurt earnings expectations for the broader online retail business, with analysts already cutting quarterly profit forecasts by about 43%.</p><p>Goldman Sachs analysts lowered their third-quarter sales forecast for Amazon from $128.5 billion to $127.6 billion, and lowered their operating margin forecast from 3.9% to 2.6%. At the same time, they also lowered their EPS forecast from 37 cents to 22 cents. Analysts note that rising labor costs, freight and energy costs are eating into margins. Amazon shares are down nearly 23% year to date.</p><p>Given the uncertainty surrounding the economic environment and Federal Reserve policy, the beating for tech stocks may not be over yet.</p><p>Eric Sheridan, managing director of Goldman Sachs, told Yahoo Finance at a weekly conference this week: \"Essentially, technology stocks are a high-risk investment class. When people are unsure about inflation, what the macroeconomic environment is like, and what the Fed will do When there is something, uncertainty creates. Once the risk arises, the stock is sold off.\"</p><p>Sheridan noted that the goals of all tech investors remain focused on interest rates and the economic outlook. The Fed's accelerated rate hike to curb inflation will push up funding costs for many tech companies that rely on new funding to spur growth. Meanwhile, the economy could slow faster than expected as interest rates rise faster and put more pressure on tech valuations, which are still elevated.</p><p>However, the optimistic view is that given that many technology stocks have been hit hard and the stock price has reflected the decline in earnings expectations, if the actual results are better than the downgraded expectations, it may boost the stock price. \"The biggest market asset is that investors have low expectations and are ready for bad news,\" said Keith Lerner, co-chief investment officer at Truist.</p><p></body></html></p>","source":"wind","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 and Amazon were cut by more than 40%! Analysts cut U.S. stocks' third-quarter earnings estimates</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 and Amazon were cut by more than 40%! Analysts cut U.S. stocks' third-quarter earnings estimates\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Wind资讯</strong><span class=\"h-time small\">2022-09-15 20:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The next U.S. stock earnings season is not far away. In light of macro headwinds such as high inflation and a slowing economy, analysts have lowered their expectations for third-quarter corporate earnings, especially by technology companies like Nvidia and Amazon.</p><p>According to Barron's, Credit Suisse data showed that analyst estimates for overall third-quarter earnings per share (EPS) of s&P 500 companies have fallen 5.5% in the past two months or so. High inflation has eroded consumer demand, company costs have risen faster than consumer prices, putting pressure on profit margins, and soaring prices have forced the Federal Reserve to make aggressive rate hike to fight inflation, raising the possibility of a future economic slowdown or even a recession. These have become reasons for analysts to lower their expectations.</p><p>The pain of shrinking profits is particularly acute in the tech sector. Earnings estimates for the sector in the third quarter have fallen by about 11% over the past few months, with earnings estimates for the semiconductor sector falling by about 15%, with chip manufacturing giant Nvidia constituting a drag.</p><p>Analysts' consensus estimate for Nvidia's EPS fell 48%. With the company's market cap of more than $300 billion, its earnings are weighted enough to drag down overall forecasts for the entire semiconductor industry.</p><p>Slumping consumer demand is hurting Nvidia. The company said at the end of August that a weakening macroeconomic environment had an impact on its gaming chip sales. Nvidia expects sales of about $5.9 billion for the current fiscal quarter, $1 billion below analysts' estimates. Barron's noted that analysts have lowered their sales estimates to management's guidance. In the last fiscal quarter that ended in July, Nvidia had sales of $6.7 billion. The company's shares are down more than 55% so far this year.</p><p>E-commerce is another tech sector that has encountered challenges. Analysts' earnings estimates for e-commerce have fallen by about 37%, partly due to weak consumption.</p><p>Amazon's recent challenges have also hurt earnings expectations for the broader online retail business, with analysts already cutting quarterly profit forecasts by about 43%.</p><p>Goldman Sachs analysts lowered their third-quarter sales forecast for Amazon from $128.5 billion to $127.6 billion, and lowered their operating margin forecast from 3.9% to 2.6%. At the same time, they also lowered their EPS forecast from 37 cents to 22 cents. Analysts note that rising labor costs, freight and energy costs are eating into margins. Amazon shares are down nearly 23% year to date.</p><p>Given the uncertainty surrounding the economic environment and Federal Reserve policy, the beating for tech stocks may not be over yet.</p><p>Eric Sheridan, managing director of Goldman Sachs, told Yahoo Finance at a weekly conference this week: \"Essentially, technology stocks are a high-risk investment class. When people are unsure about inflation, what the macroeconomic environment is like, and what the Fed will do When there is something, uncertainty creates. Once the risk arises, the stock is sold off.\"</p><p>Sheridan noted that the goals of all tech investors remain focused on interest rates and the economic outlook. The Fed's accelerated rate hike to curb inflation will push up funding costs for many tech companies that rely on new funding to spur growth. Meanwhile, the economy could slow faster than expected as interest rates rise faster and put more pressure on tech valuations, which are still elevated.</p><p>However, the optimistic view is that given that many technology stocks have been hit hard and the stock price has reflected the decline in earnings expectations, if the actual results are better than the downgraded expectations, it may boost the stock price. \"The biggest market asset is that investors have low expectations and are ready for bad news,\" said Keith Lerner, co-chief investment officer at Truist.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://t.wind.com.cn/mobwftweb/M/news.html?show=wft&shareCode=c28dc1e9ca8e30081236df34b0f14839&code=E4BA211334E2&newsopenstyle=wind&lan=cn&device=ios&fontsize=normal&related=true&version=22.7.5#/A226D2C867D7E1BC6D441DCACE59CE31\">Wind资讯</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/347452cc99fb488c45ccd900fcf3aa20","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://t.wind.com.cn/mobwftweb/M/news.html?show=wft&shareCode=c28dc1e9ca8e30081236df34b0f14839&code=E4BA211334E2&newsopenstyle=wind&lan=cn&device=ios&fontsize=normal&related=true&version=22.7.5#/A226D2C867D7E1BC6D441DCACE59CE31","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180801556","content_text":"眼下距离下一个美股财报季已经不远。鉴于通胀高企、经济放缓等宏观不利因素，分析师下调了对第三季度企业盈利的预期，像英伟达和亚马逊这样的科技公司调降幅度尤为明显。据Barron's，瑞士信贷的数据显示，分析师对标普500指数成分股公司第三季度总体每股收益（EPS）的预估在过去两个月左右的时间里下降了5.5%。通胀居高不下侵蚀消费者需求，公司成本上涨速度超过消费者价格对利润率造成压力，同时，物价飙升迫使美联储大幅加息以抗击通胀，加大了未来经济放缓甚至陷入衰退的可能性，这些都成为分析师调降预期的理由。利润减少的痛苦在科技行业尤为严重。该行业第三季度的盈利预期在过去几个月里下降了约11%，其中半导体行业的盈利预期下降了约15%，芯片制造巨头英伟达构成拖累。分析师对英伟达EPS的普遍预期大降48%。凭借该公司超过3000亿美元的市值，其盈利的权重足以拖累对整个半导体行业的整体预测。消费者需求下滑正在损害英伟达。该公司在8月底表示，宏观经济环境趋弱对其游戏芯片销售造成影响。英伟达预计当前财季的销售额约为59亿美元，比分析师的预期低10亿美元。Barron's指出，分析师已将销售预期下调至管理层的指导水平。在截至7月的上一个财季，英伟达的销售额为67亿美元。今年以来，该公司股价下跌超过55%。电子商务是另一个遭遇挑战的科技领域。分析师对电商的盈利预期已下降约37%，部分原因是消费疲软。亚马逊最近遇到的挑战也损及了对更广泛的在线零售业务的盈利预期，分析师已将季度利润预测下调约43%。高盛分析师将亚马逊第三季度销售额预期从1285亿美元下调至1276亿美元，并将营业利润率预期从3.9%下调至2.6%，同时，还将EPS预期从37美分下调至22美分。分析师指出，不断上涨的劳动力成本、运费和能源成本正在蚕食利润率。亚马逊股价今年迄今下跌近23%。考虑到经济环境和美联储政策的不确定性，科技股遭受的打击可能尚未结束。高盛董事总经理Eric Sheridan在本周一次会议上对雅虎财经表示：“从本质上讲，科技股是一种高风险的投资类别。当人们不确定通胀率、宏观经济环境如何、美联储会做些什么时，都会产生不确定性。一旦风险出现，股票就被抛售。”Sheridan指出，所有科技投资者的目标仍然集中在利率和经济前景上。美联储加快加息步伐以遏制通胀，会推高许多依靠新资金来刺激增长的科技公司的融资成本。与此同时，随着利率更快上升，经济放缓速度可能快于预期，并给仍处高位的科技股估值带来更大压力。不过，乐观的观点认为，鉴于许多科技股已经受到重创，股价已反映盈利预期的下降，因此，如果实际业绩结果好于调降后的预期，可能会提振股价。Truist联席首席投资官Keith Lerner表示：“最大的市场资产是投资者的预期很低，而且已经为坏消息做好了准备。”","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":3187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052341873,"gmtCreate":1655130477792,"gmtModify":1676535567022,"author":{"id":"3582537454525168","authorId":"3582537454525168","name":"handsome800","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582537454525168","idStr":"3582537454525168"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052341873","repostId":"1139830278","repostType":4,"isVote":1,"tweetType":1,"viewCount":2176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089445332,"gmtCreate":1650028065605,"gmtModify":1676534631631,"author":{"id":"3582537454525168","authorId":"3582537454525168","name":"handsome800","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582537454525168","idStr":"3582537454525168"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/03333\">$中国恒大(03333)$</a>???","listText":"<a href=\"https://ttm.financial/S/03333\">$中国恒大(03333)$</a>???","text":"$中国恒大(03333)$???","images":[{"img":"https://community-static.tradeup.com/news/7ea17d7b81de7f7a8a91af79f06c2faf","width":"1440","height":"3530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089445332","isVote":1,"tweetType":1,"viewCount":3035,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9089972475,"gmtCreate":1649949029642,"gmtModify":1676534613847,"author":{"id":"3582537454525168","authorId":"3582537454525168","name":"handsome800","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582537454525168","idStr":"3582537454525168"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DQ\">$大全新能源(DQ)$</a>hhaha","listText":"<a href=\"https://ttm.financial/S/DQ\">$大全新能源(DQ)$</a>hhaha","text":"$大全新能源(DQ)$hhaha","images":[{"img":"https://community-static.tradeup.com/news/a40a0adbf4d72eb46a428562d8297d82","width":"1440","height":"3565"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089972475","isVote":1,"tweetType":1,"viewCount":2244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9031523199,"gmtCreate":1646618137843,"gmtModify":1676534144011,"author":{"id":"3582537454525168","authorId":"3582537454525168","name":"handsome800","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582537454525168","idStr":"3582537454525168"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031523199","repostId":"2217949664","repostType":2,"repost":{"id":"2217949664","kind":"highlight","pubTimestamp":1646610950,"share":"https://ttm.financial/m/news/2217949664?lang=en_US&edition=fundamental","pubTime":"2022-03-07 07:55","market":"hk","language":"zh","title":"Ginger is still old and spicy! Buffett buys big oil companies as oil prices skyrocket","url":"https://stock-news.laohu8.com/highlight/detail?id=2217949664","media":"华尔街见闻","summary":"被巴菲特“重拾”的石油股，本周大涨45%。","content":"<p><html><head></head><body>Global oil prices soared, and Buffett regained the oil stocks he cleared two years ago.</p><p>On Friday, a new filing from the US Securities and Exchange Commission showed that Buffett's<a href=\"https://laohu8.com/S/BRK\">Berkshire</a>Hathaway added to its holdings<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>The company's shares currently hold 113 million shares, worth US $5.3 billion.</p><p>Of the 113 million shares held by Berkshire Hathaway, only more than 29 million shares are common shares, and the remaining more than 83 million shares exist in the form of warrants with a strike price of $59.624.<img src=\"https://static.tigerbbs.com/9bd160e1dca73e9d48ef2b7d89e9e95a\" tg-width=\"2712\" tg-height=\"1368\" referrerpolicy=\"no-referrer\"/>This Friday, Occidental Petroleum was up 18% and up 45% for the week to close at $56.15.<img src=\"https://static.tigerbbs.com/e1a52f55237b86052b29cf203b00024c\" tg-width=\"1301\" tg-height=\"1065\" referrerpolicy=\"no-referrer\"/><b>With the outbreak of the Russia-Ukraine dispute, global oil prices have been rising all the way, and have now soared above $115</b>Buffett also realized this opportunity and bought oil company stocks in large quantities.</p><p>At present, more than 61 million shares in its portfolio were purchased on Wednesday, Thursday and Friday, with prices ranging from $47.07 to $56.45.<b>But according to Berkshire Hathaway's latest 13F filing, the company had no holdings in Occidental Petroleum as of December 31, 2021.</b></p><p>It is not known when the remaining shares were bought, because Berkshire Hathaway owns less than 10% of Occidental Petroleum, and regulations do not require disclosure.</p><p>However, although these warrants were not exercised, they must be counted for the purposes of filing an application with the SEC,<b>Berkshire's stake would technically be more than 17%.</b></p><p>The warrant Berkshire acquired came from a $10 billion loan to Occidental Petroleum in 2019 to help it buy Anadarko for $38 billion.</p><p>The loan, made in the form of Berkshire's purchase of preferred shares, requires Occidental to pay an 8% annual Dividend. That's $200 million per quarter.</p><p>At that time, Buffett told CNBC that he was betting that oil prices would rise in the long term.</p><p>Later, however, Buffett's bet on oil prices underperformed in early 2020 due to the outbreak of the COVID-19 pandemic. At the shareholder meeting that year, Buffett said:</p><p>\"If you're an Occidental shareholder or a shareholder of any oil-producing company, you and I are making a mistake when it comes to where oil prices are headed.\" To save cash, Occidental paid out its first and second-quarter loans in the form of stock to Berkshire Hathaway, which received 17.3 million and 11.6 million shares, respectively.</p><p><b>But as of June 30 and September 30, 2020, Berkshire Hathaway did not list any Occidental Petroleum stock at all in its 13F filings,</b>This suggests that the company sold the 19 million shares it purchased, as well as the nearly 29 million shares it received as a Dividend, amid the plunge in the oil market.</p><p>And now, with oil prices strengthening again, Buffett has the name of oil companies in his portfolio.</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>Ginger is still old and spicy! Buffett buys big oil companies as oil prices skyrocket</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\">\nGinger is still old and spicy! Buffett buys big oil companies as oil prices skyrocket\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\">2022-03-07 07:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Global oil prices soared, and Buffett regained the oil stocks he cleared two years ago.</p><p>On Friday, a new filing from the US Securities and Exchange Commission showed that Buffett's<a href=\"https://laohu8.com/S/BRK\">Berkshire</a>Hathaway added to its holdings<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>The company's shares currently hold 113 million shares, worth US $5.3 billion.</p><p>Of the 113 million shares held by Berkshire Hathaway, only more than 29 million shares are common shares, and the remaining more than 83 million shares exist in the form of warrants with a strike price of $59.624.<img src=\"https://static.tigerbbs.com/9bd160e1dca73e9d48ef2b7d89e9e95a\" tg-width=\"2712\" tg-height=\"1368\" referrerpolicy=\"no-referrer\"/>This Friday, Occidental Petroleum was up 18% and up 45% for the week to close at $56.15.<img src=\"https://static.tigerbbs.com/e1a52f55237b86052b29cf203b00024c\" tg-width=\"1301\" tg-height=\"1065\" referrerpolicy=\"no-referrer\"/><b>With the outbreak of the Russia-Ukraine dispute, global oil prices have been rising all the way, and have now soared above $115</b>Buffett also realized this opportunity and bought oil company stocks in large quantities.</p><p>At present, more than 61 million shares in its portfolio were purchased on Wednesday, Thursday and Friday, with prices ranging from $47.07 to $56.45.<b>But according to Berkshire Hathaway's latest 13F filing, the company had no holdings in Occidental Petroleum as of December 31, 2021.</b></p><p>It is not known when the remaining shares were bought, because Berkshire Hathaway owns less than 10% of Occidental Petroleum, and regulations do not require disclosure.</p><p>However, although these warrants were not exercised, they must be counted for the purposes of filing an application with the SEC,<b>Berkshire's stake would technically be more than 17%.</b></p><p>The warrant Berkshire acquired came from a $10 billion loan to Occidental Petroleum in 2019 to help it buy Anadarko for $38 billion.</p><p>The loan, made in the form of Berkshire's purchase of preferred shares, requires Occidental to pay an 8% annual Dividend. That's $200 million per quarter.</p><p>At that time, Buffett told CNBC that he was betting that oil prices would rise in the long term.</p><p>Later, however, Buffett's bet on oil prices underperformed in early 2020 due to the outbreak of the COVID-19 pandemic. At the shareholder meeting that year, Buffett said:</p><p>\"If you're an Occidental shareholder or a shareholder of any oil-producing company, you and I are making a mistake when it comes to where oil prices are headed.\" To save cash, Occidental paid out its first and second-quarter loans in the form of stock to Berkshire Hathaway, which received 17.3 million and 11.6 million shares, respectively.</p><p><b>But as of June 30 and September 30, 2020, Berkshire Hathaway did not list any Occidental Petroleum stock at all in its 13F filings,</b>This suggests that the company sold the 19 million shares it purchased, as well as the nearly 29 million shares it received as a Dividend, amid the plunge in the oil market.</p><p>And now, with oil prices strengthening again, Buffett has the name of oil companies in his portfolio.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3653483\">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/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4534":"瑞士信贷持仓","BRK.A":"伯克希尔","BK4176":"多领域控股","BK4550":"红杉资本持仓","BRK.B":"伯克希尔B"},"source_url":"https://wallstreetcn.com/articles/3653483","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2217949664","content_text":"全球油价大涨，巴菲特又重拾了两年前清仓的石油股。本周五，美国证券交易委员会的一份新文件显示，巴菲特旗下的伯克希尔哈撒韦公司增持了西方石油公司股份，目前持有股份达到1.13亿股，价值53亿美元。在伯克希尔哈撒韦持有的1.13亿股中，仅有2900多万股为普通股，剩余8300多万股以认股权证形式存在，执行价格为59.624美元。本周五，西方石油公司上涨18%，本周上涨45%，收盘价为56.15美元。随着俄乌争端的爆发，全球油价一路走高，目前已飙升至115美元以上，巴菲特也因此觉察这个机会，大举买入石油公司股票。目前其投资组合中超过6100万股股票是在周三，周四和周五购买的，价格从47.07美元到56.45美元不等。但根据伯克希尔哈撒韦最新的13F文件，截至2021年12月31日，该公司没有持有西方石油公司的股票。目前尚不知晓剩余的股票是在何时买入，因为伯克希尔哈撒韦持有西方石油公司的所有权尚不满10%，监管不要求披露。不过，尽管这些认股权证没有被行使，但出于向证交会提交申请的目的，这些认股权证必须被计算在内，从技术上讲，伯克希尔哈撒韦持有的股份将超过17%。伯克希尔哈撒韦获得的这些权证来自于2019年向西方石油公司提供的100亿美元贷款，帮助其以380亿美元收购阿纳达科公司。这笔贷款以伯克希尔哈撒韦购买优先股的形式发放，要求西方石油公司每年支付8%的股息。也就是每个季度2亿美元。当时巴菲特对CNBC表示，他是在押注油价将长期上涨。不过后来，巴菲特押注的油价在2020年初因新冠疫情爆发而表现不佳。在那年的股东大会上，巴菲特说：“如果你是西方石油股东或任何一家石油生产公司的股东，在油价走向方面你和我都犯了一个错误。”为了节省现金，西方石油公司以股票的形式向伯克希尔哈撒韦支付了第一和第二季度的贷款，后者分别获得了1730万股和1160万股股票。但截至2020年6月30日和9月30日，伯克希尔哈撒韦的13F文件中根本没有列出任何西方石油公司的股票，这表明，在石油市场的暴跌中，该公司出售了所购买的1900万股股票，以及作为股息收到的近2900万股股票。而现在，随着油价再次走强，巴菲特的投资组合中又出现了石油公司的名字。","news_type":1,"symbols_score_info":{"BRK.B":1,"BRK.A":1}},"isVote":1,"tweetType":1,"viewCount":3411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9089445332,"gmtCreate":1650028065605,"gmtModify":1676534631631,"author":{"id":"3582537454525168","authorId":"3582537454525168","name":"handsome800","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582537454525168","idStr":"3582537454525168"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/03333\">$中国恒大(03333)$</a>???","listText":"<a href=\"https://ttm.financial/S/03333\">$中国恒大(03333)$</a>???","text":"$中国恒大(03333)$???","images":[{"img":"https://community-static.tradeup.com/news/7ea17d7b81de7f7a8a91af79f06c2faf","width":"1440","height":"3530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089445332","isVote":1,"tweetType":1,"viewCount":3035,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9937098150,"gmtCreate":1663314832073,"gmtModify":1676537250806,"author":{"id":"3582537454525168","authorId":"3582537454525168","name":"handsome800","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582537454525168","idStr":"3582537454525168"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/LI\">$理想汽车(LI)$</a>","listText":"<a href=\"https://ttm.financial/S/LI\">$理想汽车(LI)$</a>","text":"$理想汽车(LI)$","images":[{"img":"https://community-static.tradeup.com/news/87a5905326f5f0ce673f71dca742748d","width":"1440","height":"2861"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9937098150","isVote":1,"tweetType":1,"viewCount":3046,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9934538060,"gmtCreate":1663281993851,"gmtModify":1676537240867,"author":{"id":"3582537454525168","authorId":"3582537454525168","name":"handsome800","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582537454525168","idStr":"3582537454525168"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9934538060","repostId":"1180801556","repostType":4,"repost":{"id":"1180801556","kind":"news","pubTimestamp":1663246147,"share":"https://ttm.financial/m/news/1180801556?lang=en_US&edition=fundamental","pubTime":"2022-09-15 20:49","market":"us","language":"zh","title":"Nvidia and Amazon were cut by more than 40%! Analysts cut U.S. stocks' third-quarter earnings estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=1180801556","media":"Wind资讯","summary":"眼下距离下一个美股财报季已经不远。鉴于通胀高企、经济放缓等宏观不利因素，分析师下调了对第三季度企业盈利的预期，像英伟达和亚马逊这样的科技公司调降幅度尤为明显。据Barron's，瑞士信贷的数据显示，分","content":"<p><html><head></head><body>The next U.S. stock earnings season is not far away. In light of macro headwinds such as high inflation and a slowing economy, analysts have lowered their expectations for third-quarter corporate earnings, especially by technology companies like Nvidia and Amazon.</p><p>According to Barron's, Credit Suisse data showed that analyst estimates for overall third-quarter earnings per share (EPS) of s&P 500 companies have fallen 5.5% in the past two months or so. High inflation has eroded consumer demand, company costs have risen faster than consumer prices, putting pressure on profit margins, and soaring prices have forced the Federal Reserve to make aggressive rate hike to fight inflation, raising the possibility of a future economic slowdown or even a recession. These have become reasons for analysts to lower their expectations.</p><p>The pain of shrinking profits is particularly acute in the tech sector. Earnings estimates for the sector in the third quarter have fallen by about 11% over the past few months, with earnings estimates for the semiconductor sector falling by about 15%, with chip manufacturing giant Nvidia constituting a drag.</p><p>Analysts' consensus estimate for Nvidia's EPS fell 48%. With the company's market cap of more than $300 billion, its earnings are weighted enough to drag down overall forecasts for the entire semiconductor industry.</p><p>Slumping consumer demand is hurting Nvidia. The company said at the end of August that a weakening macroeconomic environment had an impact on its gaming chip sales. Nvidia expects sales of about $5.9 billion for the current fiscal quarter, $1 billion below analysts' estimates. Barron's noted that analysts have lowered their sales estimates to management's guidance. In the last fiscal quarter that ended in July, Nvidia had sales of $6.7 billion. The company's shares are down more than 55% so far this year.</p><p>E-commerce is another tech sector that has encountered challenges. Analysts' earnings estimates for e-commerce have fallen by about 37%, partly due to weak consumption.</p><p>Amazon's recent challenges have also hurt earnings expectations for the broader online retail business, with analysts already cutting quarterly profit forecasts by about 43%.</p><p>Goldman Sachs analysts lowered their third-quarter sales forecast for Amazon from $128.5 billion to $127.6 billion, and lowered their operating margin forecast from 3.9% to 2.6%. At the same time, they also lowered their EPS forecast from 37 cents to 22 cents. Analysts note that rising labor costs, freight and energy costs are eating into margins. Amazon shares are down nearly 23% year to date.</p><p>Given the uncertainty surrounding the economic environment and Federal Reserve policy, the beating for tech stocks may not be over yet.</p><p>Eric Sheridan, managing director of Goldman Sachs, told Yahoo Finance at a weekly conference this week: \"Essentially, technology stocks are a high-risk investment class. When people are unsure about inflation, what the macroeconomic environment is like, and what the Fed will do When there is something, uncertainty creates. Once the risk arises, the stock is sold off.\"</p><p>Sheridan noted that the goals of all tech investors remain focused on interest rates and the economic outlook. The Fed's accelerated rate hike to curb inflation will push up funding costs for many tech companies that rely on new funding to spur growth. Meanwhile, the economy could slow faster than expected as interest rates rise faster and put more pressure on tech valuations, which are still elevated.</p><p>However, the optimistic view is that given that many technology stocks have been hit hard and the stock price has reflected the decline in earnings expectations, if the actual results are better than the downgraded expectations, it may boost the stock price. \"The biggest market asset is that investors have low expectations and are ready for bad news,\" said Keith Lerner, co-chief investment officer at Truist.</p><p></body></html></p>","source":"wind","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 and Amazon were cut by more than 40%! Analysts cut U.S. stocks' third-quarter earnings estimates</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 and Amazon were cut by more than 40%! Analysts cut U.S. stocks' third-quarter earnings estimates\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Wind资讯</strong><span class=\"h-time small\">2022-09-15 20:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The next U.S. stock earnings season is not far away. In light of macro headwinds such as high inflation and a slowing economy, analysts have lowered their expectations for third-quarter corporate earnings, especially by technology companies like Nvidia and Amazon.</p><p>According to Barron's, Credit Suisse data showed that analyst estimates for overall third-quarter earnings per share (EPS) of s&P 500 companies have fallen 5.5% in the past two months or so. High inflation has eroded consumer demand, company costs have risen faster than consumer prices, putting pressure on profit margins, and soaring prices have forced the Federal Reserve to make aggressive rate hike to fight inflation, raising the possibility of a future economic slowdown or even a recession. These have become reasons for analysts to lower their expectations.</p><p>The pain of shrinking profits is particularly acute in the tech sector. Earnings estimates for the sector in the third quarter have fallen by about 11% over the past few months, with earnings estimates for the semiconductor sector falling by about 15%, with chip manufacturing giant Nvidia constituting a drag.</p><p>Analysts' consensus estimate for Nvidia's EPS fell 48%. With the company's market cap of more than $300 billion, its earnings are weighted enough to drag down overall forecasts for the entire semiconductor industry.</p><p>Slumping consumer demand is hurting Nvidia. The company said at the end of August that a weakening macroeconomic environment had an impact on its gaming chip sales. Nvidia expects sales of about $5.9 billion for the current fiscal quarter, $1 billion below analysts' estimates. Barron's noted that analysts have lowered their sales estimates to management's guidance. In the last fiscal quarter that ended in July, Nvidia had sales of $6.7 billion. The company's shares are down more than 55% so far this year.</p><p>E-commerce is another tech sector that has encountered challenges. Analysts' earnings estimates for e-commerce have fallen by about 37%, partly due to weak consumption.</p><p>Amazon's recent challenges have also hurt earnings expectations for the broader online retail business, with analysts already cutting quarterly profit forecasts by about 43%.</p><p>Goldman Sachs analysts lowered their third-quarter sales forecast for Amazon from $128.5 billion to $127.6 billion, and lowered their operating margin forecast from 3.9% to 2.6%. At the same time, they also lowered their EPS forecast from 37 cents to 22 cents. Analysts note that rising labor costs, freight and energy costs are eating into margins. Amazon shares are down nearly 23% year to date.</p><p>Given the uncertainty surrounding the economic environment and Federal Reserve policy, the beating for tech stocks may not be over yet.</p><p>Eric Sheridan, managing director of Goldman Sachs, told Yahoo Finance at a weekly conference this week: \"Essentially, technology stocks are a high-risk investment class. When people are unsure about inflation, what the macroeconomic environment is like, and what the Fed will do When there is something, uncertainty creates. Once the risk arises, the stock is sold off.\"</p><p>Sheridan noted that the goals of all tech investors remain focused on interest rates and the economic outlook. The Fed's accelerated rate hike to curb inflation will push up funding costs for many tech companies that rely on new funding to spur growth. Meanwhile, the economy could slow faster than expected as interest rates rise faster and put more pressure on tech valuations, which are still elevated.</p><p>However, the optimistic view is that given that many technology stocks have been hit hard and the stock price has reflected the decline in earnings expectations, if the actual results are better than the downgraded expectations, it may boost the stock price. \"The biggest market asset is that investors have low expectations and are ready for bad news,\" said Keith Lerner, co-chief investment officer at Truist.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://t.wind.com.cn/mobwftweb/M/news.html?show=wft&shareCode=c28dc1e9ca8e30081236df34b0f14839&code=E4BA211334E2&newsopenstyle=wind&lan=cn&device=ios&fontsize=normal&related=true&version=22.7.5#/A226D2C867D7E1BC6D441DCACE59CE31\">Wind资讯</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/347452cc99fb488c45ccd900fcf3aa20","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://t.wind.com.cn/mobwftweb/M/news.html?show=wft&shareCode=c28dc1e9ca8e30081236df34b0f14839&code=E4BA211334E2&newsopenstyle=wind&lan=cn&device=ios&fontsize=normal&related=true&version=22.7.5#/A226D2C867D7E1BC6D441DCACE59CE31","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180801556","content_text":"眼下距离下一个美股财报季已经不远。鉴于通胀高企、经济放缓等宏观不利因素，分析师下调了对第三季度企业盈利的预期，像英伟达和亚马逊这样的科技公司调降幅度尤为明显。据Barron's，瑞士信贷的数据显示，分析师对标普500指数成分股公司第三季度总体每股收益（EPS）的预估在过去两个月左右的时间里下降了5.5%。通胀居高不下侵蚀消费者需求，公司成本上涨速度超过消费者价格对利润率造成压力，同时，物价飙升迫使美联储大幅加息以抗击通胀，加大了未来经济放缓甚至陷入衰退的可能性，这些都成为分析师调降预期的理由。利润减少的痛苦在科技行业尤为严重。该行业第三季度的盈利预期在过去几个月里下降了约11%，其中半导体行业的盈利预期下降了约15%，芯片制造巨头英伟达构成拖累。分析师对英伟达EPS的普遍预期大降48%。凭借该公司超过3000亿美元的市值，其盈利的权重足以拖累对整个半导体行业的整体预测。消费者需求下滑正在损害英伟达。该公司在8月底表示，宏观经济环境趋弱对其游戏芯片销售造成影响。英伟达预计当前财季的销售额约为59亿美元，比分析师的预期低10亿美元。Barron's指出，分析师已将销售预期下调至管理层的指导水平。在截至7月的上一个财季，英伟达的销售额为67亿美元。今年以来，该公司股价下跌超过55%。电子商务是另一个遭遇挑战的科技领域。分析师对电商的盈利预期已下降约37%，部分原因是消费疲软。亚马逊最近遇到的挑战也损及了对更广泛的在线零售业务的盈利预期，分析师已将季度利润预测下调约43%。高盛分析师将亚马逊第三季度销售额预期从1285亿美元下调至1276亿美元，并将营业利润率预期从3.9%下调至2.6%，同时，还将EPS预期从37美分下调至22美分。分析师指出，不断上涨的劳动力成本、运费和能源成本正在蚕食利润率。亚马逊股价今年迄今下跌近23%。考虑到经济环境和美联储政策的不确定性，科技股遭受的打击可能尚未结束。高盛董事总经理Eric Sheridan在本周一次会议上对雅虎财经表示：“从本质上讲，科技股是一种高风险的投资类别。当人们不确定通胀率、宏观经济环境如何、美联储会做些什么时，都会产生不确定性。一旦风险出现，股票就被抛售。”Sheridan指出，所有科技投资者的目标仍然集中在利率和经济前景上。美联储加快加息步伐以遏制通胀，会推高许多依靠新资金来刺激增长的科技公司的融资成本。与此同时，随着利率更快上升，经济放缓速度可能快于预期，并给仍处高位的科技股估值带来更大压力。不过，乐观的观点认为，鉴于许多科技股已经受到重创，股价已反映盈利预期的下降，因此，如果实际业绩结果好于调降后的预期，可能会提振股价。Truist联席首席投资官Keith Lerner表示：“最大的市场资产是投资者的预期很低，而且已经为坏消息做好了准备。”","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":3187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031523199,"gmtCreate":1646618137843,"gmtModify":1676534144011,"author":{"id":"3582537454525168","authorId":"3582537454525168","name":"handsome800","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582537454525168","idStr":"3582537454525168"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031523199","repostId":"2217949664","repostType":2,"repost":{"id":"2217949664","kind":"highlight","pubTimestamp":1646610950,"share":"https://ttm.financial/m/news/2217949664?lang=en_US&edition=fundamental","pubTime":"2022-03-07 07:55","market":"hk","language":"zh","title":"Ginger is still old and spicy! Buffett buys big oil companies as oil prices skyrocket","url":"https://stock-news.laohu8.com/highlight/detail?id=2217949664","media":"华尔街见闻","summary":"被巴菲特“重拾”的石油股，本周大涨45%。","content":"<p><html><head></head><body>Global oil prices soared, and Buffett regained the oil stocks he cleared two years ago.</p><p>On Friday, a new filing from the US Securities and Exchange Commission showed that Buffett's<a href=\"https://laohu8.com/S/BRK\">Berkshire</a>Hathaway added to its holdings<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>The company's shares currently hold 113 million shares, worth US $5.3 billion.</p><p>Of the 113 million shares held by Berkshire Hathaway, only more than 29 million shares are common shares, and the remaining more than 83 million shares exist in the form of warrants with a strike price of $59.624.<img src=\"https://static.tigerbbs.com/9bd160e1dca73e9d48ef2b7d89e9e95a\" tg-width=\"2712\" tg-height=\"1368\" referrerpolicy=\"no-referrer\"/>This Friday, Occidental Petroleum was up 18% and up 45% for the week to close at $56.15.<img src=\"https://static.tigerbbs.com/e1a52f55237b86052b29cf203b00024c\" tg-width=\"1301\" tg-height=\"1065\" referrerpolicy=\"no-referrer\"/><b>With the outbreak of the Russia-Ukraine dispute, global oil prices have been rising all the way, and have now soared above $115</b>Buffett also realized this opportunity and bought oil company stocks in large quantities.</p><p>At present, more than 61 million shares in its portfolio were purchased on Wednesday, Thursday and Friday, with prices ranging from $47.07 to $56.45.<b>But according to Berkshire Hathaway's latest 13F filing, the company had no holdings in Occidental Petroleum as of December 31, 2021.</b></p><p>It is not known when the remaining shares were bought, because Berkshire Hathaway owns less than 10% of Occidental Petroleum, and regulations do not require disclosure.</p><p>However, although these warrants were not exercised, they must be counted for the purposes of filing an application with the SEC,<b>Berkshire's stake would technically be more than 17%.</b></p><p>The warrant Berkshire acquired came from a $10 billion loan to Occidental Petroleum in 2019 to help it buy Anadarko for $38 billion.</p><p>The loan, made in the form of Berkshire's purchase of preferred shares, requires Occidental to pay an 8% annual Dividend. That's $200 million per quarter.</p><p>At that time, Buffett told CNBC that he was betting that oil prices would rise in the long term.</p><p>Later, however, Buffett's bet on oil prices underperformed in early 2020 due to the outbreak of the COVID-19 pandemic. At the shareholder meeting that year, Buffett said:</p><p>\"If you're an Occidental shareholder or a shareholder of any oil-producing company, you and I are making a mistake when it comes to where oil prices are headed.\" To save cash, Occidental paid out its first and second-quarter loans in the form of stock to Berkshire Hathaway, which received 17.3 million and 11.6 million shares, respectively.</p><p><b>But as of June 30 and September 30, 2020, Berkshire Hathaway did not list any Occidental Petroleum stock at all in its 13F filings,</b>This suggests that the company sold the 19 million shares it purchased, as well as the nearly 29 million shares it received as a Dividend, amid the plunge in the oil market.</p><p>And now, with oil prices strengthening again, Buffett has the name of oil companies in his portfolio.</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>Ginger is still old and spicy! Buffett buys big oil companies as oil prices skyrocket</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\">\nGinger is still old and spicy! Buffett buys big oil companies as oil prices skyrocket\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\">2022-03-07 07:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Global oil prices soared, and Buffett regained the oil stocks he cleared two years ago.</p><p>On Friday, a new filing from the US Securities and Exchange Commission showed that Buffett's<a href=\"https://laohu8.com/S/BRK\">Berkshire</a>Hathaway added to its holdings<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>The company's shares currently hold 113 million shares, worth US $5.3 billion.</p><p>Of the 113 million shares held by Berkshire Hathaway, only more than 29 million shares are common shares, and the remaining more than 83 million shares exist in the form of warrants with a strike price of $59.624.<img src=\"https://static.tigerbbs.com/9bd160e1dca73e9d48ef2b7d89e9e95a\" tg-width=\"2712\" tg-height=\"1368\" referrerpolicy=\"no-referrer\"/>This Friday, Occidental Petroleum was up 18% and up 45% for the week to close at $56.15.<img src=\"https://static.tigerbbs.com/e1a52f55237b86052b29cf203b00024c\" tg-width=\"1301\" tg-height=\"1065\" referrerpolicy=\"no-referrer\"/><b>With the outbreak of the Russia-Ukraine dispute, global oil prices have been rising all the way, and have now soared above $115</b>Buffett also realized this opportunity and bought oil company stocks in large quantities.</p><p>At present, more than 61 million shares in its portfolio were purchased on Wednesday, Thursday and Friday, with prices ranging from $47.07 to $56.45.<b>But according to Berkshire Hathaway's latest 13F filing, the company had no holdings in Occidental Petroleum as of December 31, 2021.</b></p><p>It is not known when the remaining shares were bought, because Berkshire Hathaway owns less than 10% of Occidental Petroleum, and regulations do not require disclosure.</p><p>However, although these warrants were not exercised, they must be counted for the purposes of filing an application with the SEC,<b>Berkshire's stake would technically be more than 17%.</b></p><p>The warrant Berkshire acquired came from a $10 billion loan to Occidental Petroleum in 2019 to help it buy Anadarko for $38 billion.</p><p>The loan, made in the form of Berkshire's purchase of preferred shares, requires Occidental to pay an 8% annual Dividend. That's $200 million per quarter.</p><p>At that time, Buffett told CNBC that he was betting that oil prices would rise in the long term.</p><p>Later, however, Buffett's bet on oil prices underperformed in early 2020 due to the outbreak of the COVID-19 pandemic. At the shareholder meeting that year, Buffett said:</p><p>\"If you're an Occidental shareholder or a shareholder of any oil-producing company, you and I are making a mistake when it comes to where oil prices are headed.\" To save cash, Occidental paid out its first and second-quarter loans in the form of stock to Berkshire Hathaway, which received 17.3 million and 11.6 million shares, respectively.</p><p><b>But as of June 30 and September 30, 2020, Berkshire Hathaway did not list any Occidental Petroleum stock at all in its 13F filings,</b>This suggests that the company sold the 19 million shares it purchased, as well as the nearly 29 million shares it received as a Dividend, amid the plunge in the oil market.</p><p>And now, with oil prices strengthening again, Buffett has the name of oil companies in his portfolio.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3653483\">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/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4534":"瑞士信贷持仓","BRK.A":"伯克希尔","BK4176":"多领域控股","BK4550":"红杉资本持仓","BRK.B":"伯克希尔B"},"source_url":"https://wallstreetcn.com/articles/3653483","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2217949664","content_text":"全球油价大涨，巴菲特又重拾了两年前清仓的石油股。本周五，美国证券交易委员会的一份新文件显示，巴菲特旗下的伯克希尔哈撒韦公司增持了西方石油公司股份，目前持有股份达到1.13亿股，价值53亿美元。在伯克希尔哈撒韦持有的1.13亿股中，仅有2900多万股为普通股，剩余8300多万股以认股权证形式存在，执行价格为59.624美元。本周五，西方石油公司上涨18%，本周上涨45%，收盘价为56.15美元。随着俄乌争端的爆发，全球油价一路走高，目前已飙升至115美元以上，巴菲特也因此觉察这个机会，大举买入石油公司股票。目前其投资组合中超过6100万股股票是在周三，周四和周五购买的，价格从47.07美元到56.45美元不等。但根据伯克希尔哈撒韦最新的13F文件，截至2021年12月31日，该公司没有持有西方石油公司的股票。目前尚不知晓剩余的股票是在何时买入，因为伯克希尔哈撒韦持有西方石油公司的所有权尚不满10%，监管不要求披露。不过，尽管这些认股权证没有被行使，但出于向证交会提交申请的目的，这些认股权证必须被计算在内，从技术上讲，伯克希尔哈撒韦持有的股份将超过17%。伯克希尔哈撒韦获得的这些权证来自于2019年向西方石油公司提供的100亿美元贷款，帮助其以380亿美元收购阿纳达科公司。这笔贷款以伯克希尔哈撒韦购买优先股的形式发放，要求西方石油公司每年支付8%的股息。也就是每个季度2亿美元。当时巴菲特对CNBC表示，他是在押注油价将长期上涨。不过后来，巴菲特押注的油价在2020年初因新冠疫情爆发而表现不佳。在那年的股东大会上，巴菲特说：“如果你是西方石油股东或任何一家石油生产公司的股东，在油价走向方面你和我都犯了一个错误。”为了节省现金，西方石油公司以股票的形式向伯克希尔哈撒韦支付了第一和第二季度的贷款，后者分别获得了1730万股和1160万股股票。但截至2020年6月30日和9月30日，伯克希尔哈撒韦的13F文件中根本没有列出任何西方石油公司的股票，这表明，在石油市场的暴跌中，该公司出售了所购买的1900万股股票，以及作为股息收到的近2900万股股票。而现在，随着油价再次走强，巴菲特的投资组合中又出现了石油公司的名字。","news_type":1,"symbols_score_info":{"BRK.B":1,"BRK.A":1}},"isVote":1,"tweetType":1,"viewCount":3411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052341873,"gmtCreate":1655130477792,"gmtModify":1676535567022,"author":{"id":"3582537454525168","authorId":"3582537454525168","name":"handsome800","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582537454525168","idStr":"3582537454525168"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052341873","repostId":"1139830278","repostType":4,"repost":{"id":"1139830278","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1655129728,"share":"https://ttm.financial/m/news/1139830278?lang=en_US&edition=fundamental","pubTime":"2022-06-13 22:15","market":"other","language":"zh","title":"US anti-epidemic concept stocks fell, Novavax Pharmaceuticals fell more than 10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1139830278","media":"老虎资讯综合","summary":"6月13日，美国抗疫概念股多数走低，诺瓦瓦克斯医药跌超10%，Moderna跌近7%，BioNTech SE跌超4%，辉瑞跌近3%。","content":"<p><html><head></head><body>On June 13, most U.S. anti-epidemic concept stocks fell.<a href=\"https://laohu8.com/S/NVAX\">Novavax Pharma</a>Fell more than 10%,<a href=\"https://laohu8.com/S/MRNA\">Moderna</a>Fell nearly 7%,<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>Fell more than 4%,<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>Fell nearly 3%.</p><p><img src=\"https://static.tigerbbs.com/8cc8011169f5f973e7796e674b1b9c7c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-06-13 22:15</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On June 13, most U.S. anti-epidemic concept stocks fell.<a href=\"https://laohu8.com/S/NVAX\">Novavax Pharma</a>Fell more than 10%,<a href=\"https://laohu8.com/S/MRNA\">Moderna</a>Fell nearly 7%,<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>Fell more than 4%,<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>Fell nearly 3%.</p><p><img src=\"https://static.tigerbbs.com/8cc8011169f5f973e7796e674b1b9c7c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5ce7e4c84e3c54b81fbaee9cb1c77ad9","relate_stocks":{"NVAX":"诺瓦瓦克斯医药","MRNA":"Moderna, 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