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Helen Swart 保密 ID: 70042935
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    两周没查账户,因为我知道看到亏损只会让我沮丧,可能做出错误的决定。今天我查了一下,因为我知道有些期权要到期了,看到账户余额这么低,我的内心凉了。我正努力让自己感觉好一点,因为在2021年底我已经将10%资金变成现金,所以情况可能会略微好转。
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    3
    $AMC院线 (AMC.US)$
    a) 始终高于股票价格。
    b) 始终更高。
    因此,这不是“随机故障”。
    这是秘密价格泄露出来
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    1
    $Grab Holdings (GRAB.US)$ 谈到外卖概念时,我想知道与中国的任何比较是否完全有效。 海南地区很多食物往往是家常菜,通常有浓汁,这与中国顾客偏好的“干燥”食品(从快餐连锁店到他们自己的烹饪)是一种可能的自然竞争对手。
    未来,燃油成本的增加难道不是对Grab的主要不利因素吗?
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    3
    $Zoom视频通讯 (ZM.US)$ 股市价格下跌了3.5%,降至203.94美元,因为微软为小型企业推出了独立版本的Teams。 $微软 (MSFT.US)$ 微软为小型企业推出了独立版本的Teams,股价因此下跌了3%。
    微软的Teams Essentials每名用户每月仅需4美元,就能使用Teams的核心功能,无需订阅Office。The Verge指出,相比之下,Zoom的小型企业计划每月每个许可证费用为19.99美元,Zoom Pro的费用为14.99美元,公司称之为"适用于小型团队的好选择"。
    相比之下,Zoom的小型企业计划每月每个许可证费用为19.99美元,Zoom Pro的费用为14.99美元,公司称之为"适用于小型团队的好选择"。
    以前,小型企业必须选择每月每用户5美元的微软365业务基础计划,或者选择其他平台,如被微软收购的Slack,Google Workspace,或者Workplace等。 $赛富时 (CRM.US)$Microsoft Teams Essentials是一个独立的版本,具有更简单的聊天界面,专注于会议和视频通话功能,据Microsoft 365主管Jared Spataro告诉这家新闻媒体。 $谷歌-A (GOOGL.US)$Microsoft Teams Essentials具有10GB的OneDrive存储空间,而Business Basic具有1TB的存储空间。Essentials还没有记录会议、提供文字记录、翻译、单独的房间或频道等功能,这些功能是更昂贵的计划所具有的。 $Meta Platforms (FB.US)$ 上个月,Zoom的股价暴跌,因为该公司公布了第三财季的业绩,未能达到华尔街的预期,并承认随着全球更多员工返回办公室,将面临挑战。
    以前,小型企业必须选择每月每用户5美元的微软365业务基础计划,或者选择其他平台,如被微软收购的Slack,Google Workspace,或者Workplace等。
    Microsoft Teams Essentials是一个独立的版本,具有更简单的聊天界面,专注于会议和视频通话功能,据Microsoft 365主管Jared Spataro告诉这家新闻媒体。
    Microsoft Teams Essentials具有10GB的OneDrive存储空间,而Business Basic具有1TB的存储空间。Essentials还没有记录会议、提供文字记录、翻译、单独的房间或频道等功能,这些功能是更昂贵的计划所具有的。
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    Zoom股价下跌3%,因为微软推出了Teams的廉价独立版本。
    11
    $通用汽车 (GM.US)$ 我主要的问题是他们产品的执行。我知道他们可以制造一款非常优秀的电动汽车。但是Bolt并不令人印象深刻。然后他们用Hummer进行了过度补偿。听起来像是一辆令人惊叹的卡车,但是一万磅,十万美元以上,加上Hummer这个名字,看起来更像是马戏团的表演而不是真正的东西。听起来他们可能要等到2023年才会推出Silverado EV。
    我将好奇地看到对Cadillac Lyriq的评价。它看起来在豪华车领域有着很大的价值。价格足够实惠,可以与Model Y甚至Model S竞争。也许这款车可以积极定义通用汽车的未来。
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    9
    $Lucid Group (LCID.US)$ 卢西德股票五年后会在哪里🤔 $1,500 😉☺️☺️
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    $通用汽车 (GM.US)$ 显然,这些公司并不指望到2030年电动汽车市场份额会再增长到整个汽车市场的14-20%。我想知道为什么?有很多障碍需要克服,但关键的路障是什么?即使你认为它们会达到50-80%。我知道我现在不会购买,原因是成本太高(比高达30%的更高价格,如果你等待更便宜的电池价格会下降),在家无法快速充电而不用花钱购买设备,续航里程(我们经常进行长途旅行),我担心随着电动车成交量增长,充电站会出现拥堵情况,因为产能和电动车之间的差距。现在不要回答你认为它会飙升至80-100%,因为这篇帖子询问的是路障会是什么。
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    2
    随着节日购物季的来临,许多零售商都提供了买入期权,而许多消费者计划利用这个选项,根据Cardify的调查。
    接近一半(45.1%)的2,000名买入期权用户表示他们将支付部分或全部今年节日购物的费用,排在借记卡(65.7%)和信用卡(54.6%)之后,只有31.5%的受访者表示他们会用现金或支票支付。
    去年节日购物时使用买入期权的人中,51.1%计划在今年的假期购物中使用更多买入期权。38.9%的人计划使用同样的金额,只有10.1%的人计划使用更少。
    与不打算使用买入期权的购物者相比,他们在这个假期季节也更有可能花费更多。26.2%的买入期权购物者计划今年更多消费,而不打算使用买入期权的人只有21.3%。
    今年是否负担得起更多的购物是另一个问题。当被问及如果没有买入期权这个选择会怎么做时,45.8%的人表示他们不得不减少开支。
    在所有受访者中,有10.8%表示在过去曾拖欠过买入期权;在计划今年使用买入期权的人中,这一数字升至13.9%。
    在买入期权领域应注意的上市股票 $Affirm Holdings (AFRM.US)$, $Afterpay Ltd. (AFTPF.US)$,同意被 买入 $Block (SQ.US)$, and $PayPal (PYPL.US)$. $Visa (V.US)$ and $万事达 (MA.US)$ 也正在建立自己的分期付款服务。
    Credit Karma/路透社在九月进行的一项研究发现,三分之一的美国消费者使用分期付款已经落后于一个或多个付款。
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    消费者预计本节假日购买现付更多,调查显示
    11
    With Thanksgiving here, the stage has been set for the official start of the Black Friday shopping season. And it should come as no surprise that $苹果 (AAPL.US)$ iPhone 13 is going to be popular gift during the end-of-the-year holidays.
    Apple released the iPhone 13 in late September with high expectations for the phone to be the engine behind the company's busiest business quarter. But, ongoing shortages of semiconductors, including those used in the iPhone, have led to some concerns about Apple being able to get enough iPhones on retail shelves to meet its customers' demands. There have even been recent reports saying that Apple has shifted production of iPads in order to use parts from those tablets in the iPhone 13.
    However, there is new evidence suggesting that supplies of iPhones are improving, which could go a long way toward alleviating shoppers' worries about not filling out their gift lists, and boosting Apple's sales figures.
    In a look at the the iPhone market, Morgan Stanley analyst Katy Huberty said that many tech companies are still working through supply chain disruptions brought on by the Covid-19 pandemic, but there signs that some stabilization has emerged in recent weeks.
    "Recent checks indicate supply of power management IC's [integrated circuits, or microchips] and world-facing camera modules for the iPhone 13 Pro [and] Pro Max is improving," Huberty said. "[This is] indicating that iPhone builds will likely sequentially improve in November and December."
    That would be good news for Apple, and could alleviate some of the impact the company has said it will see from component supply chain issues. When Apple reported its fiscal fourth-quarter results in October, it said its sales suffered from a $6 billion impact from supply chain shortages, and that amount will increase in it current quarter.
    If any evidence was needed to see how important the iPhone is to Apple, all one needs to do is look at the company's sales for its fiscal first quarter a year ago, which included its holiday season sales. During that period, Apple's iPhones, which included the then-new iPhone 12, accounted for $65.6 billion of the company's $111.4 billion in total revenue.
    Huberty said that as of Nov. 23, or 67 days after the start of iPhone 13 pre-orders, lead times for the iPhone 13 Pro and Pro Max were clocking in at 19.5 days. Huberty said that lead time is "the second strongest among all [iPhone] models in the last five years" at this point in the device's sales cycle, and is down by 7 days since early November. Huberty also said that lead times for the iPhone 13 and iPhone 13 mini are contracting, too.
    "All of this contributes to our view that October iPhone data was negatively skewed by production headwinds," Huberty said. "Data for the month of November should show an above-seasonal improvement relative to October."
    Along with Huberty's assessment of iPhone supply, J.P. Morgan analyst Samik Chatterjee said on Tuesday that there is growing evidence of Apple shipping a record number of iPhones in China in October.
    Apple's iPhone supply seen improving with Black Friday on deck
    7
    $通用汽车 (GM.US)$ Electric Boat is a great business for GM to enter with its strength on Ultium Baterry System and Manufacturing.
    Pure Water Craft’s Outboard System cost $16,500 w/ one baterry pack, and $25,000 w/ 2 battery packs. Each battery pack carries 8.85KWH.
    THat means PWC is charging $1,000 per KWH at the pack level.
    We know that Ultium Battery costs $100/KWH at cell level, which is then 85% of cost of pack.
    That means the 8.85KWH battery pack should cost GM $1,041 to produce, which is only 12.25% of what PWC is charging.
    Sounds like a great business !
    8