投资逻辑 边走边看，等待机会。1）港股和中概整体观点：中美贸易摩擦再起，周五晚中概反应剧烈，阿里等巨头短期兑 现情绪不可避免，科技巨头的机会还是科技叙事的进展，回调再出发更健康。二梯队的互联网赛道我们还是建议 关注互联网医疗（板块的业绩兑现能力延续）。2）加密货币虚拟资产短期压力较大，暴跌后的情绪尚未修复（24 小时交易），一方面是加密货币的杠杆率高；另外一方面就是容易出现交易拥挤导致的系统失灵。短期无增量叙 事的情况下，虚拟资产的短期压力大。3）关注困境中的标的或者超跌标的，市场一直担心跨境互联网券商是否 会有进一步的政策，短期加剧了相关标的的回调，我们会持续保持跟踪。互金助贷十一新规刚落地，需要跟踪一 段时间落地执行情况。另外户外运动穿戴、咖啡龙头、海外电商或者出海等标的短期回调大，后面机会也大。 风险提示 后续政策不及预期风险；中美关系变化风险；内容上线及表现不及预期风险；宏观经济运行不及预期风险；AI 技 术迭代和应用不及预期风险；政策监管风险。 敬请参阅最后一页特别声明 1 本周观点 边走边看，等待机会： 教育：景气略有承压。K12 教培行业由于中小机构供给增加，竞争边际加剧，龙头阿尔法能力逐渐趋稳 ...

Netflix (NFLX) is bouncing back after a minor pullback and broke back above the 50-day moving average on Wednesday. Netflix is due to report earnings after the closing bell on Oct. 21. Volatility skew is high due to the pending earnings announcement, with short-term options showing higher implied volatility than long-term options. Creating A Diagonal Put Spread One way to take advantage of this skew is via a diagonal put spread. It's an advanced strategy because it utilizes options over different expiration ...

All valuations—whether in stocks, real estate, or any business that generates cash flow—are ultimately based on expectations for future growth. Understanding that simple truth helps investors avoid one of the most common mistakes in the market: judging valuations based on opinion rather than on what the data and price action are signaling. Labeling a stock as “expensive” just because it carries a high price-to-earnings (P/E) ratio is a habit many retail investors fall into while chasing value. In reality, a ...

奈飞早在四年前便开始提供视频游戏服务，作为其业务从影视内容向更广泛娱乐领域延伸的一部分。但 此前用户只能在移动设备上游玩。此次新推出的电视端游戏中，订阅用户将使用手机作为控制器，而主 要的游戏体验则在电视大屏上完成。 Greg Peters主导了奈飞向游戏领域的拓展。尽管这一行业利润丰厚，却让多数好莱坞公司屡屡受挫。 Greg Peters指出，选择将游戏引入电视平台"十分合理"，因为手机游戏市场已经是一个"高度成熟且竞 争激烈的生态系统"。 奈飞游戏业务负责人Alain Tascan表示，许多影视娱乐公司此前尝试涉足游戏领域，但均未成功，"他们 采取的是一种短期策略"。Alain Tascan于2024年7月从《堡垒之夜》(Fortnite)的开发商Epic Games加盟奈 飞，负责重启公司的游戏战略，并试图打破"好莱坞游戏魔咒"。 流媒体巨头奈飞(NFLX.US)将首次把旗下视频游戏引入电视端。该公司首席执行官Greg Peters周三表 示，这是该公司在其关键增长计划上迈出的重要一步。Greg Peters表示："我们正在追求的游戏方向之 一是面向电视端的社交游戏体验。"他为奈飞在该领域的表现打了一个 ...

IT之家 10 月 8 日消息，据体育媒体 Puck 前天报道，继成为《F1：狂飙飞车》电影投资商后，苹果正希望获得美国奥斯汀 F1 大奖赛的独家 / 主要转播权， 相关接洽事宜已接近尾声，预计将在下周公布结果。 消息人士表示，这项转播权每年需要耗资 1.4 亿美元（现汇率约合 9.99 亿元人民币），若协议顺利达成则苹果将获得美国地区的 F1 比赛转播权，而这项转 播权此前掌握在 ESPN 电视网络手上，每年大约耗资 9000 万美元（IT之家注：现汇率约合 6.42 亿元人民币）。 同时有知情人士透露，苹果在此次谈判中希望获得美国市场的独家转播权，目前美国的 F1 比赛由 F1 TV 栏目播放，而苹果的立场是，F1 TV 应暂停转播比 赛，使 Apple TV + 成为独家转播平台，但 F1 TV 显然不希望失去这块蛋糕。 此外，目前还无法得知苹果是否会将 F1 比赛直播直接提供给 TV + 订阅会员，还是像 MLS 那样推出额外付费的"赛季通行证"订阅，不过知情人士指出，相 关谈判结果预计将在本月 17-19 日举行的奥斯汀大奖赛公布。 ...

Seaport Global sets a price target of $1,385 for Netflix (NASDAQ:NFLX), indicating a potential upside of 19.06%.The stock shows resilience with a recovery after a five-day losing streak, despite criticism over programming choices.Netflix's current market capitalization stands at approximately $494.32 billion, with a trading volume of 2,913,897 shares, reflecting strong investor interest.Netflix (NASDAQ:NFLX) is a leading streaming service provider known for its vast library of movies, TV shows, and original ...

Group 1 - The article discusses the tragic car accident involving Chen Zhen, highlighting the impact on his family and his subsequent apology and commitment to cooperate with authorities for compensation [2] - The article reports on the significant drop in followers for the internet celebrity "Northeast Rain Sister," losing over 5 million followers in a year due to account restrictions [4] - Spring Airlines is considering a potential IPO in Hong Kong, with discussions ongoing about the scale and timing of the offering [4] - Xiaomi's new phone series, the Xiaomi 17, achieved over 1 million sales within just five days of its launch, indicating strong market demand [4] - Tesla reported record global deliveries of 497,000 vehicles in Q3, with a notable 31% increase in sales in the Chinese market [5] - Meta is tracking employee AI usage through a dashboard and gamification, aiming to increase AI tool engagement across teams [8] Group 2 - Jaguar Land Rover is preparing to provide up to £500 million (approximately $674 million) in loans to support its suppliers following a cyberattack that disrupted production [9] - Disney is shutting down Hulu and integrating its streaming services into Disney+, aiming for a unified application experience by 2026 [9] - Stellantis plans to invest approximately $10 billion in the U.S. to revitalize its operations and focus on key brands like Jeep and Ram [9] - OpenAI has acquired the personalized financial investment company Roi, enhancing its consumer AI offerings [11] - The Chinese electric vehicle charging infrastructure has seen significant growth, with charging volume during the recent holiday reaching 43.81 million kWh, a 51.33% increase year-on-year [14][15]

来源：环球市场播报 全球财经媒体昨夜今晨共同关注的头条新闻主要有： 特朗普吹捧政府关门是"前所未有的机会"，可以削减更多民主党的优先事项 美国总统特朗普星期四说，民主党人给了他一个"前所未有的机会"来削减联邦机构，这表明他计划在政 府关闭两天期间伤害他的政治对手，同时指责他们造成了这一局面。 特朗普发出警告的前一天，白宫冻结了纽约市两个主要基础设施项目的约180亿美元资金，并取消了倾 向民主党的州约80亿美元的气候相关项目。 这两项资金停止都是由白宫管理和预算办公室主任拉塞尔·沃特首先宣布的，而不是由负责监督这些项 目的部门宣布的。 1、特朗普吹捧政府关门是"前所未有的机会"，可以削减更多民主党的优先事项 2、顶级外汇预测师：停摆加剧美元风险 联储讲话变得至为关键 3 、亚马逊遭联邦调查 两架送货无人机撞上起重机 4 、英特尔股价上个月上涨了50%，美国政府持股达到160亿美元 5、马斯克告诉他的粉丝：取消订阅Netflix 6、普京：若失去俄罗斯供应 油价将立即突破每桶100美元 顶级外汇预测师：停摆加剧美元风险 联储讲话变得至为关键 一位顶尖外汇预测人士表示，随着美国政府停摆进入第二天，美元可能进一步走弱 ...

Core Viewpoint - Amazon is transforming its cloud technology business by partnering with the NBA, positioning itself as the "technical heart" and "intelligent brain" of the sport, leveraging AI to create a robust "data + content" ecosystem [2][12]. Group 1: Partnership and AI Integration - The partnership with the NBA is not just a cloud service agreement; it introduces the "NBA Deep Court" platform, which aims to fully datafy and intelligentize basketball using Amazon's AI and machine learning capabilities [4][12]. - Amazon's cloud technology is now at the forefront of defining game content and influencing fan perception, moving beyond traditional backend infrastructure [7][12]. Group 2: New Metrics and Competitive Advantage - Three new statistical metrics introduced are: 1. Defensive statistics that quantify defensive contributions using AI to track players in real-time [7]. 2. Shot difficulty metrics that analyze various factors to quantify the difficulty of each shot, enhancing tactical analysis [7]. 3. A revolutionary concept called "Gravity," which quantifies a player's off-ball influence on the game, visualizing tactical value [7]. - These metrics provide Amazon with a significant competitive edge, allowing it to create a new basketball language and control the narrative around the sport [7][12]. Group 3: Strategic Synergy with Prime Video - The collaboration aligns with Amazon's 11-year media rights agreement with the NBA, where Prime Video will serve as a strategic partner for live and on-demand services [9][11]. - The integration of AI-driven data and tactical analysis into Prime Video broadcasts will enhance viewer experience and differentiate it from competitors [11]. Group 4: Broader Ambitions in Sports - The partnership with the NBA is seen as a template for Amazon to replicate across various sports, establishing itself as a "sports industry operating system" [13]. - This strategy not only promises high-margin revenue but also positions Amazon as a rule-maker in the sports domain, deepening its ties with valuable sports IPs [13][12]. Group 5: Long-term Value and Market Perception - The collaboration is a pivotal move for Amazon's AI strategy, reinforcing its leadership in the cloud market while invigorating its content and e-commerce ecosystem [12]. - The market has yet to fully recognize the potential of an AI-driven sports empire emerging within Amazon's portfolio, which could significantly bolster its long-term valuation [12].

智通财经APP获悉，有着"木头姐"之称、方舟投资首席执行官凯茜・伍德近期在一次采访中指出，人工 智能(AI)领域目前由"四大巨头"主导，分别是OpenAI、Anthropic、马斯克旗下的xAI以及谷歌 (GOOGL.US)旗下的Gemini。 她补充道，这四家企业之间的竞争正趋于白热化。"在大型语言模型(LLM)领域，真正具备竞争力的企 业数量已经减少"。 在这一背景下，伍德加码押注AI、云计算和下一代互联网领域，尤其将目光投向了中国科技股。 以下是其旗下主动管理基金上周的主要买卖操作： 其他基金动向： ARK Next Generation Internet ETF(ARKW.US)：增持阿里巴巴约4.2万股，价值逾800万美元;同时减持 了Shopify(SHOP.US)和Roblox。 基因进化ETF-ARK(ARKG.US)： 上周连续多日增持Arcturus Therapeutics(ARCT.US)，总计购入约6.5万 股(此前一周已增持约13.6万股)。该股持续上涨，上周涨幅达8%。基金还增持了Intellia Therapeutics超 1.7万股。 ARK Fintech Innovati ...