uCOLOR @uCOLORX

Mars Joined May 2014

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410

uCOLOR @uCOLORX

2 months ago

@tim_cook Thank you for everything, Tim. Wishing you all the best in your next chapter.

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uCOLOR @uCOLORX

a year ago

@tj_research GOOG没有分拆风险了吗

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Fascinating interview with Alibaba’s founder. Over the last 30 years, US corporations raked in obscene profits by outsourcing manufacturing,more than China’s four biggest banks combined. And where did that mountain of cash go? $14.2 trillion burned on 13 pointless wars, the rest handed to Wall Street. Meanwhile,American infrastructure crumbles and working people get scraps.

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uCOLOR @uCOLORX

4 years ago

@fxtrader 那不就是特斯拉干的事情么

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日经中文网/日經中文網 @rijingzhongwen

4 years ago

【链接——丰田盈利能力走弱,单车利润被BYD紧跟】丰田4～12月净利润同比减18%，单车净利润仅为24万日元，而特斯拉增至126万日元，达到丰田的逾5倍。比亚迪（BYD）也达到19万～20万日元。丰田为约400家供应商承担了部分原材料费、照明和取暖费…… cn.nikkei.com/industry/icar/… cn.nikkei.com/industry/icar/…

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日经中文网/日經中文網 @rijingzhongwen

4 years ago

【链接——亚瑟士社长谈跑步市场的未来】广田康人：人们越来越重视健康，但疫情难以开展集体运动。跑步是可以与他人拉开距离的运动，因此在全世界都受到欢迎。由于被耐克等欧美厂商及中国厂商挤压，亚瑟士在中国的份额现在为3％左右。还有扩大空间…… cn.nikkei.com/industry/tradi… cn.nikkei.com/industry/tradi…

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日经中文网/日經中文網 @rijingzhongwen

4 years ago

【链接——日本2022年人均工资约合人民币1.67万元/月】日本2022年的名义工资比上年增加2.1％，但物价上升3.0％，实际工资比上年下降0.9％…… cn.nikkei.com/politicsaecono… cn.nikkei.com/politicsaecono…

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jeroen blokland @jsblokland

4 years ago

Negative #EPS surprises are increasing, but markets hardly care at all. They continue to be preoccupied with immaculate disinflation, soft landing, and ‘this time is different’ Macro stories. #Valuation

FactSet @FactSet

4 years ago

$SPX companies reporting negative EPS surprises for Q4 have seen smaller price decreases than average during this earnings season. #earnings, #earningsinsight, bit.ly/3lw3UnV

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Holger Zschaepitz @Schuldensuehner

4 years ago

Goldman says stock picking is back in 2023 as markets recently become less macro-driven & return dispersion increased. Goldman forecast for a flat S&P 500 return in 2023 means beta is unlikely to be tailwind. Names shares likely to generate largest alpha. cnb.cx/3DZSlvC