$Grab Holdings (GRAB.US)$ 鑑於新型冠狀病毒 19 病例正在穩定,我預計 Grab 的流動性細分將恢復至第一季至第二季度的數字。然而,這次微小的復甦並不足以證明其目前 52 億美元的估值,其估值意味著預期為 35% 的 CAGR,除了疫情前流行動部門在五年內完全恢復。最重要的是,合併後移除 10 美元的資產淨值基準,以及經濟環境下降/加息的高風險,增加了投資者的下跌風險。因此,我們選擇了保守的選擇,在這個價格水平中獲利,並只留下利潤在桌上,以捕捉與合併有關公告的潛在激增。
已翻譯
![圖片](https://ussnsimg.moomoo.com/8604128558408940912.jpg/thumb)
15
1
$迪士尼 (DIS.US)$ names Susan E. Arnold, a 14-year veteran of the board, as chairman, effective Dec. 31, succeeding Bob Iger, who has led the board since 2012.
"Having most recently served as independent lead director, Susan is the perfect choice for chairman of the board, and I am confident the company is well-positioned for continued success under her guidance and leadership," Iger said in a statement.
The transition marks the an end to Iger's leadership at the media and entertainment company, where he was CEO for 15 years, overseeing the company's acquisitions of Pixar in 2006, Marvel in 2009, Lucasfilm in 2012, and 21st Century Fox in 2019.
Bob Chapek became Disney's seventh CEO in 2020.
"Having most recently served as independent lead director, Susan is the perfect choice for chairman of the board, and I am confident the company is well-positioned for continued success under her guidance and leadership," Iger said in a statement.
The transition marks the an end to Iger's leadership at the media and entertainment company, where he was CEO for 15 years, overseeing the company's acquisitions of Pixar in 2006, Marvel in 2009, Lucasfilm in 2012, and 21st Century Fox in 2019.
Bob Chapek became Disney's seventh CEO in 2020.
![Disney names Susan Arnold chairman, as Bob Iger bows out at year end](https://ussnsimg.moomoo.com/517847567157169745.jpg/thumb)
28
10
$福特汽車 (F.US)$ 福特的估價仍然很便宜,我喜歡產品陣容以及他們在電動車上移動的速度。由於芯片短缺導致工廠停工本月非常安靜,福特 20 多年來第一次連續 2 個月成為美國銷售排名第一。十一月會連續 3 個月嗎?我認為會。
我很想知道福特對卸載他們的 Rivian 股票的限制,所以我們都需要祈禱電動汽車氣泡持續持續,直到福特能夠卸載他們的股票。我不認為福特的股票反映了里維安對福特的意外匯。
我很想知道福特對卸載他們的 Rivian 股票的限制,所以我們都需要祈禱電動汽車氣泡持續持續,直到福特能夠卸載他們的股票。我不認為福特的股票反映了里維安對福特的意外匯。
已翻譯
8
2
已翻譯
12
已翻譯
18
2
The Federal Trade Commission has started an inquiry into recent supply chains disruptions and is ordering nine large retailers, wholesalers and consumer goods suppliers to provide the agency information.
The orders are being sent to $沃爾瑪 (WMT.US)$, $亞馬遜 (AMZN.US)$, $克羅格 (KR.US)$, $寶潔 (PG.US)$, $泰森食品 (TSN.US)$, $卡夫亨氏 (KHC.US)$, C&S Wholesale Grocers, Associated Wholesale Grocers, Inc. and McLane Co., according to an FTC release. The companies will have 45 days from the date they received the order to respond.
The FTC is issuing the orders under a special section of the FTC Act, which authorizes the agency to conduct "wide-ranging" studies that don't have a specific law enforcement purpose.
The orders require the companies to detail the primary factors disrupting their ability to obtain, transport and distribute their products; the impact these disruptions are having in terms of delayed and canceled orders and increased costs and prices.
The FTC also is requiring the companies to provide internal documents regarding the supply chain disruptions.
Yesterday, Black Friday sales growth reverses for first time - Adobe Analytics.
Earlier, Walmart and Kohl's are tipped to have outperformed peers on Black Friday.
The orders are being sent to $沃爾瑪 (WMT.US)$, $亞馬遜 (AMZN.US)$, $克羅格 (KR.US)$, $寶潔 (PG.US)$, $泰森食品 (TSN.US)$, $卡夫亨氏 (KHC.US)$, C&S Wholesale Grocers, Associated Wholesale Grocers, Inc. and McLane Co., according to an FTC release. The companies will have 45 days from the date they received the order to respond.
The FTC is issuing the orders under a special section of the FTC Act, which authorizes the agency to conduct "wide-ranging" studies that don't have a specific law enforcement purpose.
The orders require the companies to detail the primary factors disrupting their ability to obtain, transport and distribute their products; the impact these disruptions are having in terms of delayed and canceled orders and increased costs and prices.
The FTC also is requiring the companies to provide internal documents regarding the supply chain disruptions.
Yesterday, Black Friday sales growth reverses for first time - Adobe Analytics.
Earlier, Walmart and Kohl's are tipped to have outperformed peers on Black Friday.
![FTC asks Amazon, Walmart, others for information about supply-chain issues](https://ussnsimg.moomoo.com/1120053259006699672.jpg/thumb)
33
11
$滴滴(已退市) (DIDI.US)$ 中國監管機構已要求 DiDi Global 的高層高管制定計劃從美國證券交易所刪除上市的計劃。
據該報告稱,中國負責數據安全的機構,中國數據安全主管局已指示 DiDi 研究將該公司從紐約證券交易所退出的準確細節,因為擔心機密數據洩漏。
彭博社表示,正在考慮的建議包括直接私有化或在香港股票流動,然後從美國取消上市。
儘管中國監管機構要求確保其數據的安全性,但 Didi 今年夏天繼續推出其紐約證券交易所發售,從而引發嚴重罰款的威脅。
據該報告稱,中國負責數據安全的機構,中國數據安全主管局已指示 DiDi 研究將該公司從紐約證券交易所退出的準確細節,因為擔心機密數據洩漏。
彭博社表示,正在考慮的建議包括直接私有化或在香港股票流動,然後從美國取消上市。
儘管中國監管機構要求確保其數據的安全性,但 Didi 今年夏天繼續推出其紐約證券交易所發售,從而引發嚴重罰款的威脅。
已翻譯
![中國希望 DiDi 因安全擔憂將 DiDi 從美國退出](https://ussnsimg.moomoo.com/6651376927147068061.jpg/thumb)
19
10
$Sono Group (SEV.US)$ 首次公開招股是一個完全的騙局。用太陽能電池板覆蓋汽車的整個表面會產生數百瓦/小時,這意味著將需要數週才能為汽車充電。它是比行動所需的能量少一次。
如果它讓爸爸貓跳躍,請縮短它
如果它讓爸爸貓跳躍,請縮短它
已翻譯
20
5
$SPDR 標普500指數ETF (SPY.US)$ $比特幣 (BTC.CC)$ 人們認為投資金會到底是什麼?黃金?比特幣?床墊下?在美國銀行收入 0.25%???
美聯儲不能有意義地提高利率,因為經濟現在已經永遠破碎。50 年的赤字支出,印刷錢,戰爭,襲擊涉嫌的社會保障信託基金,一個無意的 UBI 實驗,以及在中期之前花費數兆美元的新匆忙意味著沒有其他選擇。
如果美聯儲將利率提高到 5%,國債利息將佔聯邦年度預算的 30%。它不可能發生。美聯儲不能提高利率超過 1%。
「泡沫」是新的常態。
美聯儲不能有意義地提高利率,因為經濟現在已經永遠破碎。50 年的赤字支出,印刷錢,戰爭,襲擊涉嫌的社會保障信託基金,一個無意的 UBI 實驗,以及在中期之前花費數兆美元的新匆忙意味著沒有其他選擇。
如果美聯儲將利率提高到 5%,國債利息將佔聯邦年度預算的 30%。它不可能發生。美聯儲不能提高利率超過 1%。
「泡沫」是新的常態。
已翻譯
15
7
米姆硬幣柴犬繼續從 10 月份的歷史高點下降 0.00008 美元,因為「加密市場目前處於避險模式,繼比特幣和以太幣創造的新高 [大約] 兩週前,」區塊鏈分析公司南森通過書面回复告訴 CoinDesk。
SHIB 代幣在當日每枚硬幣下跌 10% 至 0.000038 美元。
根據 CoinMarketCap 的數據,柴犬的市值 20 億美元從 40 億美元跌至 10 月底,將其市值排名下降到第 13 位,Crypto.com 硬幣僅在 12 日以上。
也許硬幣的下跌是由於與大量持有的錢包數量不斷增加,最近減少了 SHIB 頭寸, 可能是由於獲利, 南森告訴 CoinDesk.
所謂的鯨魚交易計數,價值超過 10 萬美元的 SHIB 交易數量自 11 月初以來一直在增加,這可能意味著 CoinDesk 指出,引用來自 Santiment 的數據,這可能意味著短期銷售壓力上升。
與此同時, $比特幣 (BTC.CC)$ 和 $以太幣 (ETH.CC)$ 也漂移得更低。
$狗狗幣 (DOGE.CC)$作為第十大的加密貨幣,本週擴大了損失,下降了近 9%。
此前,(11 月 22 日)隨著零售狂熱的緩解,柴犬代幣擴大了損失。
SHIB 代幣在當日每枚硬幣下跌 10% 至 0.000038 美元。
根據 CoinMarketCap 的數據,柴犬的市值 20 億美元從 40 億美元跌至 10 月底,將其市值排名下降到第 13 位,Crypto.com 硬幣僅在 12 日以上。
也許硬幣的下跌是由於與大量持有的錢包數量不斷增加,最近減少了 SHIB 頭寸, 可能是由於獲利, 南森告訴 CoinDesk.
所謂的鯨魚交易計數,價值超過 10 萬美元的 SHIB 交易數量自 11 月初以來一直在增加,這可能意味著 CoinDesk 指出,引用來自 Santiment 的數據,這可能意味著短期銷售壓力上升。
與此同時, $比特幣 (BTC.CC)$ 和 $以太幣 (ETH.CC)$ 也漂移得更低。
$狗狗幣 (DOGE.CC)$作為第十大的加密貨幣,本週擴大了損失,下降了近 9%。
此前,(11 月 22 日)隨著零售狂熱的緩解,柴犬代幣擴大了損失。
已翻譯
![在賣出壓力下,柴犬市值排名回升至第 13 位](https://ussnsimg.moomoo.com/4511549953228158814.jpg/thumb)
22
7