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周啊哈
2022-10-08
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惨烈抛售!华尔街“围猎”英国资产,12万亿养老金基金告急
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2022-03-16
$特斯拉(TSLA)$
t,y.pi.ca.l
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2022-03-03
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2022-02-09
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老虎点评 | 阿里注册10亿股ADS!究竟是谁在卖?
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2021-10-13
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@美股研究社:【快讯】亚马逊云服务(AWS)表示正在对AWS管理主控台错误率的上升和延迟进行调查。
$亚马逊(AMZN)$
周啊哈
2021-09-30
111111
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2021-09-07
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@不二说价值:📢请关注油管和B站频道:十万刀滚向财富自由您的关注是我贡献干货内容的动力⚠️ 我会每周给2支美港股做评分,如果您希望我对某一支股票评分,请在评论区留言或点赞别人的留言。我会优先为热度高的公司评分!✅想了解我做频道的初心,10万刀怎么能实现财富自由?请看:十万美元公开账户扬帆起航,不二陪大家并肩滚向财富自由✅配合视频站,我的空间站专属内容大幅增加,每月还会有独家现金福利哦!具体请看:十万刀空间站独家内容和丰富福利介绍视频相关个股:$Doximity, Inc.(DOCS)$ $Teladoc Health Inc.(TDOC)$ $亚马逊(AMZN)$ $联合健康(UNH)$ $平安好医生(01833)$ @爱发
周啊哈
2021-08-15
$VictoryShares Protect America ETF(SHLD)$
额
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2021-08-14
详细阅读和比对
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周啊哈
2021-05-26
$上证指数(000001.SH)$
30年河东 30年河西
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2021-04-13
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@机构有话说:聚焦农产品的初期牛市:强劲需求激活美玉米行情
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2021-01-21
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@空军大队长:不看好阿里,正在丧失白马属性
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2020-04-21
$WTI原油2005(CL2005)$
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2020-03-16
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@周啊哈:$ARM Holdings(ARMH)$ Our Times
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2020-03-16
$标普500ETF(SPY)$
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2020-03-13
$SP500指数主连(ESmain)$
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2020-03-12
$标普500ETF(SPY)$
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2020-03-10
$SP500指数主连(ESmain)$
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2020-03-02
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2020-03-02
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href=\"https://laohu8.com/S/MCO\">穆迪</a>,将重新评估英国政府的信用评级。一旦信用评级遭下调,将对英国的外债形成巨大压力,或将对英国金融市场再度造成冲击。</p><p>欧洲能源局势也传来噩耗,欧洲最大的天然气田面临关闭风险。近日,荷兰政府表示,格罗宁根气田的产量将限制在28亿立方米,最迟将于2024年完全结束天然气生产工作。需要指出的是,格罗宁根气田是欧洲最大的天然气田,曾经每年产生超过400亿立方米的天然气,相当于欧盟消费量的10%,当前格罗宁根地下可开采天然气的储量仍有4500亿立方米,价值约1万亿美元。</p><p>12万亿资产的危险时刻</p><p>英国债市的史诗级动荡造成的负面冲击,仍在继续。</p><p>作为英国国债最大持有者之一的英国养老金基金,因债市巨震,需要追缴巨额保证金,正在大幅抛售流动资产,包括房地产、私人信贷和风险投资基金份额等。</p><p>据英国《金融时报》报道,自英国债市危机之后,为了筹集资金,许多养老基金 正在以有记录以来最快的速度出售股权、风险投资基金份额、房地产等更多的非流动性资产。</p><p>与此同时,“不错过任何一场危机”的华尔街机构,正在大肆“抄底”英国养老金基金的折价资产,其中包括,高盛、黑石集团、瑞士私募机构Partners Group等。</p><p>近日,高盛资产管理董事总经理Gabriel Möllerberg对媒体表示,英国养老金基金的部分高质量的私募股权基金投资组合已经折价20%至30%,这绝对是一个机会。</p><p>另外,黑石集团旗下的一个部门也正准备购买英国养老金基金折价出售的资产,其中一部分交易的价格远低于面值。这些交易可能需要数月的时间进行谈判和推进,交易量或将在未来几个月内出现飙升。</p><p>目前,瑞士私募机构Partners Group也有意向购买这些资产,该机构的Ross Hamilton表示,在目前的市场条件下,能够获得非常有吸引力的买入机会,当前准备了超过90亿美元的资金,这是一个令人兴奋的机会。</p><p>专营投资私募股权和基金份额的机构Pantheon合伙人Francesco di Valmarana指出,一些投资者目前正考虑以10%左右的折扣出售所持基金的份额,而年初时,这些资产的出售价格普遍接近面值。</p><p>需要指出的是,养老金在英国的市场规模十分庞大,据英国养老金保护基金 (PPF)的数据显示,截至今年8月底,英国养老金资产共计约1.5万亿英镑(约合人民币12万亿元),远高于2011年的4000亿英镑。养老基金持有的资产占英国机构资产管理市场的40%,占英国GDP的三分之二。</p><p>另一只“黑天鹅”</p><p>英国的另一只“黑天鹅”魅影正在显现。</p><p>10月6日,据参考消息网援引法新社报道,在英国新首相利兹·特拉斯宣布实施债务驱动的紧急减税计划后,惠誉国际信用评级有限公司将英国政府债务信用评级展望从“稳定”下调至“负面”。</p><p><img src=\"https://static.tigerbbs.com/c84283a068e0cdf4fb7646b0a6d46e00\" tg-width=\"822\" tg-height=\"521\" referrerpolicy=\"no-referrer\"/></p><p>惠誉突然下调英国评级最重要的因素是,减税以及更高的预算赤字。惠誉认为,英国政府宣布的庞大且无资金支持的财政方案,可能导致中期内财政赤字的大幅增加。英国政府总债务或将从2022年估计的占GDP比例的101%上升到2024年的109%。</p><p>另外,惠誉指出,英国政策的不确定性增加,英国财政大臣的声明暗示了额外减税的可能性,以及可能对1月份立法的财政规则进行修改,这降低了英国财政政策的可预测性。</p><p>值得警惕的是,英国更危险时刻或将在10月21日。届时,全球三大评级机构中的标普、穆迪,将重新评估英国政府的信用评级。若财政状况持续紧张,英国主权信用评级可能遭到下调。</p><p>一旦信用评级遭下调,将对英国的外债形成巨大压力,外界向英国提供债务融资将面临“额外风险”,或将再度对英国金融市场造成冲击。</p><p>而在此前,标普已经将英国的评级展望由“稳定”下调为“负面”。</p><p>另外,英国政局的不确定性也在迅速增加。当地时间10月5日,YouGov发布的最新民意调查显示,特拉斯的支持率已骤降至-59,这一数字比鲍里斯(-53)和科尔宾(-55)的历史最低点还要糟糕。</p><p>调查还发现,今年9月中旬时,大多数保守党选民对特拉斯的评价都是正面的,而现在大多数人对她持负面看法。</p><p>尽管特拉斯当选英国首相的时间不长,但在英国市场却掀起了巨浪。据彭博社整理的数据显示,自9月2日收盘以来(保守党选择特拉斯为党魁的最后一个交易日),英国富时350指数累计蒸发约770亿英镑的市值;另外,彭博的金边债券(亦称“优等证券”,英国政府发行的公债券)和与通胀挂钩的金边债券指数的市值累计蒸发2000亿英镑,以英镑计价的投资债券累计蒸发260亿英镑。意味着,英国股市和债市在一个月内合计蒸发近3000亿英镑(约合人民币24000亿元)。</p><p>关键时刻,特拉斯的表态也引发市场关注。据央视新闻6日消息,当地时间10月5日,特拉斯在伯明翰举行的保守党年会上发表演讲,其再次强调,保守党一直支持低税率,减税在道德和经济层面都是正确的做法,减税将有利于提高英国的国际竞争力,吸引更多人才。</p><p>欧洲能源市场再传噩耗</p><p>欧洲能源局势再度传来噩耗,欧洲最大的天然气田面临关闭风险。</p><p>近日,荷兰政府表示,格罗宁根气田的产量将限制在28亿立方米,最迟将于2024年完全结束天然气生产工作。</p><p>据荷兰广播公司NOS报道,天然气开采导致当地频繁发生地震,引发了荷兰居民强烈反对,并爆发了抗议活动,因此荷兰政府正在关闭格罗宁根气田。即使欧洲正准备迎接可能是二战以来最艰难的一个冬天,荷兰政府也不愿意增产,甚至开始推进关闭工作。</p><p>值得一提的是,格罗宁根气田位于荷兰北部,是世界上最大的气田之一,曾经每年产生超过400亿立方米的天然气,相当于欧盟消费量的10%。</p><p>即使已经运行了半个世纪,格罗宁根地下可开采天然气的储量仍有4500亿立方米,价值约1万亿美元,格罗宁根一度被称为“欧洲唯一潜在的游戏规则改变者”。</p><p>目前,欧洲正面临欧洲天然气危机,荷兰也受到了来自欧盟的压力。在最近的一次演讲中,欧盟内部市场专员Thierry Breton表示,荷兰应该重新考虑关闭格罗宁根的决定。</p><p>即便如此,荷兰仍然坚守着不扩产的立场。荷兰首相马克·吕特称,不会完全排除使用格罗宁根来加强供应,但只有在一切都出了问题的极端情况下,而现在还不需要。</p><p>荷兰矿业部长Hans Vijlbrief也表示,继续生产是危险的,但也不能忽视欧洲其他地方的危机,天然气的缺乏,可能会迫使荷兰做出扩大生产的决定。</p><p>当地时间10月5日,国际能源署署长(IEA)法提赫·比罗尔表示,即便2022年能顺利过冬,如果情况没有改变,2023年冬季欧洲各国将更难熬。</p><p>比罗尔表示,经过一个冬季的天然气消耗,预计到2023年2月至3月,欧洲各国天然气储备将消耗至库存的25%到30%。届时,如果欧洲天然气供应仍得不到有效解决,那么明年冬天将更加难熬,欧洲国家将会面临更加严峻的能源形势,需要尽早做好准备。</p></body></html>","source":"fenghuang_stock","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>惨烈抛售!华尔街“围猎”英国资产,12万亿养老金基金告急</title>\n<style 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margin: 0;line-height: 11px;}\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\">\n惨烈抛售!华尔街“围猎”英国资产,12万亿养老金基金告急\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-07 10:48 北京时间 <a href=https://finance.ifeng.com/c/8JuW3ErDiB8><strong>券商中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英国国债巨震后,英国养老金基金正在被迫大举抛售资产,包括房地产、私人信贷和风险投资基金份额等,而高盛、黑石集团等华尔街机构却在“嗜血”抄底。华尔街“围猎”英国资产。英国国债巨震后,英国养老金基金正在被迫大举抛售资产,包括房地产、私人信贷和风险投资基金份额等,而高盛、黑石集团等华尔街机构却在“嗜血”抄底,部分资产组合的折价幅度达20%至30%。据英国养老金保护基金的数据显示,截至今年8月底,英国...</p>\n\n<a href=\"https://finance.ifeng.com/c/8JuW3ErDiB8\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d71d08131f8386a31f3baf06fd08254f","relate_stocks":{"BK4129":"建筑与工程","IEA":"Infrastructure and Energy Alternatives, Inc."},"source_url":"https://finance.ifeng.com/c/8JuW3ErDiB8","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273332769","content_text":"英国国债巨震后,英国养老金基金正在被迫大举抛售资产,包括房地产、私人信贷和风险投资基金份额等,而高盛、黑石集团等华尔街机构却在“嗜血”抄底。华尔街“围猎”英国资产。英国国债巨震后,英国养老金基金正在被迫大举抛售资产,包括房地产、私人信贷和风险投资基金份额等,而高盛、黑石集团等华尔街机构却在“嗜血”抄底,部分资产组合的折价幅度达20%至30%。据英国养老金保护基金的数据显示,截至今年8月底,英国养老金资产共计约1.5万亿英镑(约合人民币12万亿元)。英国的另一只“黑天鹅”魅影正在显现。10月6日,据参考消息网援引法新社报道,惠誉国际信用评级有限公司将英国政府债务信用评级展望从“稳定”下调至“负面”。而英国更危险时刻或在10月21日。届时,全球三大评级机构中的标普、穆迪,将重新评估英国政府的信用评级。一旦信用评级遭下调,将对英国的外债形成巨大压力,或将对英国金融市场再度造成冲击。欧洲能源局势也传来噩耗,欧洲最大的天然气田面临关闭风险。近日,荷兰政府表示,格罗宁根气田的产量将限制在28亿立方米,最迟将于2024年完全结束天然气生产工作。需要指出的是,格罗宁根气田是欧洲最大的天然气田,曾经每年产生超过400亿立方米的天然气,相当于欧盟消费量的10%,当前格罗宁根地下可开采天然气的储量仍有4500亿立方米,价值约1万亿美元。12万亿资产的危险时刻英国债市的史诗级动荡造成的负面冲击,仍在继续。作为英国国债最大持有者之一的英国养老金基金,因债市巨震,需要追缴巨额保证金,正在大幅抛售流动资产,包括房地产、私人信贷和风险投资基金份额等。据英国《金融时报》报道,自英国债市危机之后,为了筹集资金,许多养老基金 正在以有记录以来最快的速度出售股权、风险投资基金份额、房地产等更多的非流动性资产。与此同时,“不错过任何一场危机”的华尔街机构,正在大肆“抄底”英国养老金基金的折价资产,其中包括,高盛、黑石集团、瑞士私募机构Partners Group等。近日,高盛资产管理董事总经理Gabriel Möllerberg对媒体表示,英国养老金基金的部分高质量的私募股权基金投资组合已经折价20%至30%,这绝对是一个机会。另外,黑石集团旗下的一个部门也正准备购买英国养老金基金折价出售的资产,其中一部分交易的价格远低于面值。这些交易可能需要数月的时间进行谈判和推进,交易量或将在未来几个月内出现飙升。目前,瑞士私募机构Partners Group也有意向购买这些资产,该机构的Ross Hamilton表示,在目前的市场条件下,能够获得非常有吸引力的买入机会,当前准备了超过90亿美元的资金,这是一个令人兴奋的机会。专营投资私募股权和基金份额的机构Pantheon合伙人Francesco di Valmarana指出,一些投资者目前正考虑以10%左右的折扣出售所持基金的份额,而年初时,这些资产的出售价格普遍接近面值。需要指出的是,养老金在英国的市场规模十分庞大,据英国养老金保护基金 (PPF)的数据显示,截至今年8月底,英国养老金资产共计约1.5万亿英镑(约合人民币12万亿元),远高于2011年的4000亿英镑。养老基金持有的资产占英国机构资产管理市场的40%,占英国GDP的三分之二。另一只“黑天鹅”英国的另一只“黑天鹅”魅影正在显现。10月6日,据参考消息网援引法新社报道,在英国新首相利兹·特拉斯宣布实施债务驱动的紧急减税计划后,惠誉国际信用评级有限公司将英国政府债务信用评级展望从“稳定”下调至“负面”。惠誉突然下调英国评级最重要的因素是,减税以及更高的预算赤字。惠誉认为,英国政府宣布的庞大且无资金支持的财政方案,可能导致中期内财政赤字的大幅增加。英国政府总债务或将从2022年估计的占GDP比例的101%上升到2024年的109%。另外,惠誉指出,英国政策的不确定性增加,英国财政大臣的声明暗示了额外减税的可能性,以及可能对1月份立法的财政规则进行修改,这降低了英国财政政策的可预测性。值得警惕的是,英国更危险时刻或将在10月21日。届时,全球三大评级机构中的标普、穆迪,将重新评估英国政府的信用评级。若财政状况持续紧张,英国主权信用评级可能遭到下调。一旦信用评级遭下调,将对英国的外债形成巨大压力,外界向英国提供债务融资将面临“额外风险”,或将再度对英国金融市场造成冲击。而在此前,标普已经将英国的评级展望由“稳定”下调为“负面”。另外,英国政局的不确定性也在迅速增加。当地时间10月5日,YouGov发布的最新民意调查显示,特拉斯的支持率已骤降至-59,这一数字比鲍里斯(-53)和科尔宾(-55)的历史最低点还要糟糕。调查还发现,今年9月中旬时,大多数保守党选民对特拉斯的评价都是正面的,而现在大多数人对她持负面看法。尽管特拉斯当选英国首相的时间不长,但在英国市场却掀起了巨浪。据彭博社整理的数据显示,自9月2日收盘以来(保守党选择特拉斯为党魁的最后一个交易日),英国富时350指数累计蒸发约770亿英镑的市值;另外,彭博的金边债券(亦称“优等证券”,英国政府发行的公债券)和与通胀挂钩的金边债券指数的市值累计蒸发2000亿英镑,以英镑计价的投资债券累计蒸发260亿英镑。意味着,英国股市和债市在一个月内合计蒸发近3000亿英镑(约合人民币24000亿元)。关键时刻,特拉斯的表态也引发市场关注。据央视新闻6日消息,当地时间10月5日,特拉斯在伯明翰举行的保守党年会上发表演讲,其再次强调,保守党一直支持低税率,减税在道德和经济层面都是正确的做法,减税将有利于提高英国的国际竞争力,吸引更多人才。欧洲能源市场再传噩耗欧洲能源局势再度传来噩耗,欧洲最大的天然气田面临关闭风险。近日,荷兰政府表示,格罗宁根气田的产量将限制在28亿立方米,最迟将于2024年完全结束天然气生产工作。据荷兰广播公司NOS报道,天然气开采导致当地频繁发生地震,引发了荷兰居民强烈反对,并爆发了抗议活动,因此荷兰政府正在关闭格罗宁根气田。即使欧洲正准备迎接可能是二战以来最艰难的一个冬天,荷兰政府也不愿意增产,甚至开始推进关闭工作。值得一提的是,格罗宁根气田位于荷兰北部,是世界上最大的气田之一,曾经每年产生超过400亿立方米的天然气,相当于欧盟消费量的10%。即使已经运行了半个世纪,格罗宁根地下可开采天然气的储量仍有4500亿立方米,价值约1万亿美元,格罗宁根一度被称为“欧洲唯一潜在的游戏规则改变者”。目前,欧洲正面临欧洲天然气危机,荷兰也受到了来自欧盟的压力。在最近的一次演讲中,欧盟内部市场专员Thierry Breton表示,荷兰应该重新考虑关闭格罗宁根的决定。即便如此,荷兰仍然坚守着不扩产的立场。荷兰首相马克·吕特称,不会完全排除使用格罗宁根来加强供应,但只有在一切都出了问题的极端情况下,而现在还不需要。荷兰矿业部长Hans Vijlbrief也表示,继续生产是危险的,但也不能忽视欧洲其他地方的危机,天然气的缺乏,可能会迫使荷兰做出扩大生产的决定。当地时间10月5日,国际能源署署长(IEA)法提赫·比罗尔表示,即便2022年能顺利过冬,如果情况没有改变,2023年冬季欧洲各国将更难熬。比罗尔表示,经过一个冬季的天然气消耗,预计到2023年2月至3月,欧洲各国天然气储备将消耗至库存的25%到30%。届时,如果欧洲天然气供应仍得不到有效解决,那么明年冬天将更加难熬,欧洲国家将会面临更加严峻的能源形势,需要尽早做好准备。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634600137,"gmtCreate":1647445182007,"gmtModify":1647445182007,"author":{"id":"3454630531008105","authorId":"3454630531008105","authorIdStr":"3454630531008105","name":"周啊哈","avatar":"https://static.tigerbbs.com/be63d6f59fbd0575cc89567c3244be67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3454630531008105"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>t,y.pi.ca.l","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>t,y.pi.ca.l","text":"$特斯拉(TSLA)$t,y.pi.ca.l","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634600137","isVote":1,"tweetType":1,"viewCount":1222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632323210,"gmtCreate":1646263157034,"gmtModify":1646263157034,"author":{"id":"3454630531008105","authorId":"3454630531008105","authorIdStr":"3454630531008105","name":"周啊哈","avatar":"https://static.tigerbbs.com/be63d6f59fbd0575cc89567c3244be67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3454630531008105"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632323210","repostId":"1178658686","repostType":4,"isVote":1,"tweetType":1,"viewCount":1713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633752256,"gmtCreate":1644349112527,"gmtModify":1644349112527,"author":{"id":"3454630531008105","authorId":"3454630531008105","authorIdStr":"3454630531008105","name":"周啊哈","avatar":"https://static.tigerbbs.com/be63d6f59fbd0575cc89567c3244be67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3454630531008105"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633752256","repostId":"1121361935","repostType":2,"repost":{"id":"1121361935","weMediaInfo":{"introduction":"提供来自华尔街的观点,观察市场,提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1644283541,"share":"https://www.laohu8.com/m/news/1121361935?lang=&edition=full","pubTime":"2022-02-08 09:25","market":"hk","language":"zh","title":"老虎点评 | 阿里注册10亿股ADS!究竟是谁在卖?","url":"https://stock-news.laohu8.com/highlight/detail?id=1121361935","media":"老虎锐评","summary":"盘后小结美股震荡收跌,中概股多数上涨,阿里巴巴逆势跌6%。阿里巴巴向SEC注册股份从彭博的数据上,能看出阿里巴巴历史上一共提交过两次F-6EF。第一次是19年,提交的文件向SEC注册了5亿股ADS。在","content":"<html><head></head><body><p><b>盘后小结</b></p><p>美股震荡收跌,中概股多数上涨,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>逆势跌6%。</p><p><b>阿里巴巴向SEC注册股份</b></p><p>从彭博的数据上,能看出阿里巴巴历史上一共提交过两次F-6EF。</p><p><img src=\"https://static.tigerbbs.com/04379bb47676a1a19e2a6aae6cbd6d9c\" tg-width=\"811\" tg-height=\"74\" referrerpolicy=\"no-referrer\"/></p><p>第一次是19年,提交的文件向SEC注册了5亿股ADS。在这一次文件中,阿里巴巴是写明了注册的目的,是方便<a href=\"https://laohu8.com/S/YHOO\">雅虎</a>出售持有的股份,雅虎当时持有3.8亿股ADS。</p><p>This Registration Statement on Form F-6 is being filed and the ADSs are being registered in order to accommodate the issuance of additional ADSs upon the deposit of ordinary shares, including deposits by current holders of ordinary shares who have indicated to the Company and the depositary their intent to do so in the short term. In particular, on May 15, 2019, <a href=\"https://laohu8.com/S/AABA\">Altaba</a> Inc., <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the Company’s principal shareholders, announced that it intends to commence sales of our ADSs on May 20, 2019. Altaba stated that it will sell no more than 50% of the Company’s ordinary shares it holds prior to receiving stockholder approval of its previously announced liquidation and dissolution plan. Altaba’s stockholder meeting to vote on the plan is scheduled to be held on June 27, 2019. If the plan is approved at the stockholder meeting, Altaba may sell up to 100% of its Alibaba shares, although Altaba has stated that actual commencement of selling, the timing and method of sales, and other related transaction considerations will be determined at its discretion, and the plan is subject to change based on prevailing market conditions and other factors. The additional ADSs registered hereby will, among other things, accommodate the issuance of ADSs that will be required in connection with such contemplated sales by Altaba Inc. as well as in connection with sales by others, including current and former employees who receive ordinary shares from our employee share ownership plans.</p><p>这次提交的文件注册了10亿股ADS,是19年的两倍之多,但是阿里巴巴却没有说明是什么大股东要卖。</p><p>This Registration Statement on Form F-6 is being filed and the ADSs are being registered in order to accommodate the issuance of additional ADSs upon the deposit of ordinary shares, including deposits of the Company’s ordinary shares that are listed on the Hong Kong Stock Exchange.</p><p>有投行猜测是软银要出售,这个猜测不无道理。一来软银持股有6.7亿股ADS,二来今天晚上马上就是软银季报。为了保护软银的季报,阿里巴巴不好事先剧透。软银可能会自己说。</p><p><img src=\"https://static.tigerbbs.com/6ee18fb692d8caa9f5b075a98df35655\" tg-width=\"638\" tg-height=\"50\" referrerpolicy=\"no-referrer\"/></p><p>当年雅虎是通过二级市场就将所持有的股份全部卖光,售出时间不到一年。</p><p><img src=\"https://static.tigerbbs.com/5961576b96b4d000d57a867a47ef397c\" tg-width=\"456\" tg-height=\"141\" referrerpolicy=\"no-referrer\"/></p><p>这个消息当时出来的时候(5月份),阿里巴巴股价是跌了一波,不过从2019年全年表现来看,阿里巴巴的股价甚至还跑过了当年的标普500指数。下图白色是阿里巴巴,橙线是标普500。不过当年的阿里巴巴季报能够振奋人心的不少。</p><p><img src=\"https://static.tigerbbs.com/2551c7458a7bd12e255108e8a340b15c\" tg-width=\"1599\" tg-height=\"813\" referrerpolicy=\"no-referrer\"/></p><p>如果这次软银还是选择和雅虎一样,在二级市场卖出是当年两倍的股份,那么股价压力就大了。如果有人能够接盘,哪怕只是一部分股份,或者好几个人一起接盘,会好一些。</p><p>期待今晚软银季报揭晓。</p><p><b>大市(美东时间4:00 PM)</b></p><p>道琼斯: 35,091(+0.00%)</p><p>标普500: 4,483(-0.37%)</p><p>纳斯达克: 14,015(-0.58%)</p><p>黄金期货: 1,821(+0.78%)</p><p>原油期货(WTI): 91.52(-0.86%)</p><p>美债十年利率: 1.92%(+1bps)</p><p>伦敦<a href=\"https://laohu8.com/S/.100.UK\">富时100指数</a>: 7,573(+0.76%)</p><p>FXI收盘价: 37.75(-0.61%)</p><p>KWEB收盘价: 35.58(-2.36%)</p><p>离岸人民币CNH: 6.3625(-0.02%)</p><p>美元指数: 95.43(-0.06%)</p><p>比特币: 43,979(+5.48%)</p><p><b>公司新闻</b></p><p>Take-<a href=\"https://laohu8.com/S/TWOA.U\">Two</a>(TTWO):3季度营收和4季度指引均不及预期,盘后跌2%。新品规模有限,《侠盗猎车手V》将延迟至3月在Xbox以及PlayStation平台发布。</p><p>Phunware(PHUN):宣布与Campaign Nucleus建立战略政治伙伴关系,收盘涨17%。后者为中右翼候选人、组织和企业提供人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>数字平台,双方合作后将加强Phunware在移动领域的智能宣传解决方案。</p><p><a href=\"https://laohu8.com/S/ASTR\">Astra Space</a>(ASTR):美NASA:Astra火箭发射在发动机启动时中止,收盘跌14%。公司表示,取消发射的原因是一个小的遥测问题,将放弃今日发射窗口中再次尝试。</p><p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL):荷兰反垄断监管机构周一再次对苹果处以约合$571万的罚款。原因是苹果未能遵守在荷兰开放其应用商店为约会应用提供第三方支付系统的命令。苹果累计已向荷兰消费者和市场管理局支付罚款达€1,500万。</p><p>雾芯科技(RLX):申报国内首个电子烟安全性临床研究。雾芯表示作为国内首个利用现代医学、毒理学等方法开展系统性研究的电子烟品牌,将持续投入科研,带动行业规范发展。雾芯股价较IPO后高点已下跌近90%。</p><p><b>其它</b></p><p>全球确诊396,672,942 (+3,455,699)例,死亡5,746,187 (+11,791)例。</p><p>美国确诊76,511,821 (+53,677)例,死亡902,635 (+369)例。</p><p>纽约州确诊4,852,369 (+7,089)例,死亡65,760 (+134)例。</p><p>Gartner:2021年全球半导体收入$5,835亿,同比增长25.1%。</p><p><b>中概股涨跌榜</b></p><p><a href=\"https://laohu8.com/S/LKCO\">箩筐技术</a> LKCO $0.63 +24.27% <a href=\"https://laohu8.com/S/NOAH\">诺亚财富</a> NOAH $29.24 -5.46%</p><p><a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a> CAN $4.83 +7.10% <a href=\"https://laohu8.com/S/UCL\">优克联</a> UCL $1.47 -5.48%</p><p><a href=\"https://laohu8.com/S/TUYA\">涂鸦智能</a> TUYA $5.86 +6.16% 阿里巴巴 BABA $114.82 -6.05%</p><p><a href=\"https://laohu8.com/S/TAL\">好未来</a> TAL $3.17 +3.93% <a href=\"https://laohu8.com/S/KC\">金山云</a> KC $7.06 -6.12%</p><p><a href=\"https://laohu8.com/S/DIDI\">滴滴</a> DIDI $3.55 +3.80% <a href=\"https://laohu8.com/S/GDS\">万国数据</a> GDS $38.42 -6.43%</p></body></html>","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>老虎点评 | 阿里注册10亿股ADS!究竟是谁在卖?</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n老虎点评 | 阿里注册10亿股ADS!究竟是谁在卖?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎锐评 </p>\n<p class=\"h-time\">2022-02-08 09:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>盘后小结</b></p><p>美股震荡收跌,中概股多数上涨,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>逆势跌6%。</p><p><b>阿里巴巴向SEC注册股份</b></p><p>从彭博的数据上,能看出阿里巴巴历史上一共提交过两次F-6EF。</p><p><img src=\"https://static.tigerbbs.com/04379bb47676a1a19e2a6aae6cbd6d9c\" tg-width=\"811\" tg-height=\"74\" referrerpolicy=\"no-referrer\"/></p><p>第一次是19年,提交的文件向SEC注册了5亿股ADS。在这一次文件中,阿里巴巴是写明了注册的目的,是方便<a href=\"https://laohu8.com/S/YHOO\">雅虎</a>出售持有的股份,雅虎当时持有3.8亿股ADS。</p><p>This Registration Statement on Form F-6 is being filed and the ADSs are being registered in order to accommodate the issuance of additional ADSs upon the deposit of ordinary shares, including deposits by current holders of ordinary shares who have indicated to the Company and the depositary their intent to do so in the short term. In particular, on May 15, 2019, <a href=\"https://laohu8.com/S/AABA\">Altaba</a> Inc., <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the Company’s principal shareholders, announced that it intends to commence sales of our ADSs on May 20, 2019. Altaba stated that it will sell no more than 50% of the Company’s ordinary shares it holds prior to receiving stockholder approval of its previously announced liquidation and dissolution plan. Altaba’s stockholder meeting to vote on the plan is scheduled to be held on June 27, 2019. If the plan is approved at the stockholder meeting, Altaba may sell up to 100% of its Alibaba shares, although Altaba has stated that actual commencement of selling, the timing and method of sales, and other related transaction considerations will be determined at its discretion, and the plan is subject to change based on prevailing market conditions and other factors. The additional ADSs registered hereby will, among other things, accommodate the issuance of ADSs that will be required in connection with such contemplated sales by Altaba Inc. as well as in connection with sales by others, including current and former employees who receive ordinary shares from our employee share ownership plans.</p><p>这次提交的文件注册了10亿股ADS,是19年的两倍之多,但是阿里巴巴却没有说明是什么大股东要卖。</p><p>This Registration Statement on Form F-6 is being filed and the ADSs are being registered in order to accommodate the issuance of additional ADSs upon the deposit of ordinary shares, including deposits of the Company’s ordinary shares that are listed on the Hong Kong Stock Exchange.</p><p>有投行猜测是软银要出售,这个猜测不无道理。一来软银持股有6.7亿股ADS,二来今天晚上马上就是软银季报。为了保护软银的季报,阿里巴巴不好事先剧透。软银可能会自己说。</p><p><img src=\"https://static.tigerbbs.com/6ee18fb692d8caa9f5b075a98df35655\" tg-width=\"638\" tg-height=\"50\" referrerpolicy=\"no-referrer\"/></p><p>当年雅虎是通过二级市场就将所持有的股份全部卖光,售出时间不到一年。</p><p><img src=\"https://static.tigerbbs.com/5961576b96b4d000d57a867a47ef397c\" tg-width=\"456\" tg-height=\"141\" referrerpolicy=\"no-referrer\"/></p><p>这个消息当时出来的时候(5月份),阿里巴巴股价是跌了一波,不过从2019年全年表现来看,阿里巴巴的股价甚至还跑过了当年的标普500指数。下图白色是阿里巴巴,橙线是标普500。不过当年的阿里巴巴季报能够振奋人心的不少。</p><p><img src=\"https://static.tigerbbs.com/2551c7458a7bd12e255108e8a340b15c\" tg-width=\"1599\" tg-height=\"813\" referrerpolicy=\"no-referrer\"/></p><p>如果这次软银还是选择和雅虎一样,在二级市场卖出是当年两倍的股份,那么股价压力就大了。如果有人能够接盘,哪怕只是一部分股份,或者好几个人一起接盘,会好一些。</p><p>期待今晚软银季报揭晓。</p><p><b>大市(美东时间4:00 PM)</b></p><p>道琼斯: 35,091(+0.00%)</p><p>标普500: 4,483(-0.37%)</p><p>纳斯达克: 14,015(-0.58%)</p><p>黄金期货: 1,821(+0.78%)</p><p>原油期货(WTI): 91.52(-0.86%)</p><p>美债十年利率: 1.92%(+1bps)</p><p>伦敦<a href=\"https://laohu8.com/S/.100.UK\">富时100指数</a>: 7,573(+0.76%)</p><p>FXI收盘价: 37.75(-0.61%)</p><p>KWEB收盘价: 35.58(-2.36%)</p><p>离岸人民币CNH: 6.3625(-0.02%)</p><p>美元指数: 95.43(-0.06%)</p><p>比特币: 43,979(+5.48%)</p><p><b>公司新闻</b></p><p>Take-<a href=\"https://laohu8.com/S/TWOA.U\">Two</a>(TTWO):3季度营收和4季度指引均不及预期,盘后跌2%。新品规模有限,《侠盗猎车手V》将延迟至3月在Xbox以及PlayStation平台发布。</p><p>Phunware(PHUN):宣布与Campaign Nucleus建立战略政治伙伴关系,收盘涨17%。后者为中右翼候选人、组织和企业提供人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>数字平台,双方合作后将加强Phunware在移动领域的智能宣传解决方案。</p><p><a href=\"https://laohu8.com/S/ASTR\">Astra Space</a>(ASTR):美NASA:Astra火箭发射在发动机启动时中止,收盘跌14%。公司表示,取消发射的原因是一个小的遥测问题,将放弃今日发射窗口中再次尝试。</p><p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL):荷兰反垄断监管机构周一再次对苹果处以约合$571万的罚款。原因是苹果未能遵守在荷兰开放其应用商店为约会应用提供第三方支付系统的命令。苹果累计已向荷兰消费者和市场管理局支付罚款达€1,500万。</p><p>雾芯科技(RLX):申报国内首个电子烟安全性临床研究。雾芯表示作为国内首个利用现代医学、毒理学等方法开展系统性研究的电子烟品牌,将持续投入科研,带动行业规范发展。雾芯股价较IPO后高点已下跌近90%。</p><p><b>其它</b></p><p>全球确诊396,672,942 (+3,455,699)例,死亡5,746,187 (+11,791)例。</p><p>美国确诊76,511,821 (+53,677)例,死亡902,635 (+369)例。</p><p>纽约州确诊4,852,369 (+7,089)例,死亡65,760 (+134)例。</p><p>Gartner:2021年全球半导体收入$5,835亿,同比增长25.1%。</p><p><b>中概股涨跌榜</b></p><p><a href=\"https://laohu8.com/S/LKCO\">箩筐技术</a> LKCO $0.63 +24.27% <a href=\"https://laohu8.com/S/NOAH\">诺亚财富</a> NOAH $29.24 -5.46%</p><p><a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a> CAN $4.83 +7.10% <a href=\"https://laohu8.com/S/UCL\">优克联</a> UCL $1.47 -5.48%</p><p><a href=\"https://laohu8.com/S/TUYA\">涂鸦智能</a> TUYA $5.86 +6.16% 阿里巴巴 BABA $114.82 -6.05%</p><p><a href=\"https://laohu8.com/S/TAL\">好未来</a> TAL $3.17 +3.93% <a href=\"https://laohu8.com/S/KC\">金山云</a> KC $7.06 -6.12%</p><p><a href=\"https://laohu8.com/S/DIDI\">滴滴</a> DIDI $3.55 +3.80% <a href=\"https://laohu8.com/S/GDS\">万国数据</a> GDS $38.42 -6.43%</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ca2161e8ddb469de4171b1fb09459c6b","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index","BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121361935","content_text":"盘后小结美股震荡收跌,中概股多数上涨,阿里巴巴逆势跌6%。阿里巴巴向SEC注册股份从彭博的数据上,能看出阿里巴巴历史上一共提交过两次F-6EF。第一次是19年,提交的文件向SEC注册了5亿股ADS。在这一次文件中,阿里巴巴是写明了注册的目的,是方便雅虎出售持有的股份,雅虎当时持有3.8亿股ADS。This Registration Statement on Form F-6 is being filed and the ADSs are being registered in order to accommodate the issuance of additional ADSs upon the deposit of ordinary shares, including deposits by current holders of ordinary shares who have indicated to the Company and the depositary their intent to do so in the short term. In particular, on May 15, 2019, Altaba Inc., one of the Company’s principal shareholders, announced that it intends to commence sales of our ADSs on May 20, 2019. Altaba stated that it will sell no more than 50% of the Company’s ordinary shares it holds prior to receiving stockholder approval of its previously announced liquidation and dissolution plan. Altaba’s stockholder meeting to vote on the plan is scheduled to be held on June 27, 2019. If the plan is approved at the stockholder meeting, Altaba may sell up to 100% of its Alibaba shares, although Altaba has stated that actual commencement of selling, the timing and method of sales, and other related transaction considerations will be determined at its discretion, and the plan is subject to change based on prevailing market conditions and other factors. The additional ADSs registered hereby will, among other things, accommodate the issuance of ADSs that will be required in connection with such contemplated sales by Altaba Inc. as well as in connection with sales by others, including current and former employees who receive ordinary shares from our employee share ownership plans.这次提交的文件注册了10亿股ADS,是19年的两倍之多,但是阿里巴巴却没有说明是什么大股东要卖。This Registration Statement on Form F-6 is being filed and the ADSs are being registered in order to accommodate the issuance of additional ADSs upon the deposit of ordinary shares, including deposits of the Company’s ordinary shares that are listed on the Hong Kong Stock Exchange.有投行猜测是软银要出售,这个猜测不无道理。一来软银持股有6.7亿股ADS,二来今天晚上马上就是软银季报。为了保护软银的季报,阿里巴巴不好事先剧透。软银可能会自己说。当年雅虎是通过二级市场就将所持有的股份全部卖光,售出时间不到一年。这个消息当时出来的时候(5月份),阿里巴巴股价是跌了一波,不过从2019年全年表现来看,阿里巴巴的股价甚至还跑过了当年的标普500指数。下图白色是阿里巴巴,橙线是标普500。不过当年的阿里巴巴季报能够振奋人心的不少。如果这次软银还是选择和雅虎一样,在二级市场卖出是当年两倍的股份,那么股价压力就大了。如果有人能够接盘,哪怕只是一部分股份,或者好几个人一起接盘,会好一些。期待今晚软银季报揭晓。大市(美东时间4:00 PM)道琼斯: 35,091(+0.00%)标普500: 4,483(-0.37%)纳斯达克: 14,015(-0.58%)黄金期货: 1,821(+0.78%)原油期货(WTI): 91.52(-0.86%)美债十年利率: 1.92%(+1bps)伦敦富时100指数: 7,573(+0.76%)FXI收盘价: 37.75(-0.61%)KWEB收盘价: 35.58(-2.36%)离岸人民币CNH: 6.3625(-0.02%)美元指数: 95.43(-0.06%)比特币: 43,979(+5.48%)公司新闻Take-Two(TTWO):3季度营收和4季度指引均不及预期,盘后跌2%。新品规模有限,《侠盗猎车手V》将延迟至3月在Xbox以及PlayStation平台发布。Phunware(PHUN):宣布与Campaign Nucleus建立战略政治伙伴关系,收盘涨17%。后者为中右翼候选人、组织和企业提供人工智能数字平台,双方合作后将加强Phunware在移动领域的智能宣传解决方案。Astra Space(ASTR):美NASA:Astra火箭发射在发动机启动时中止,收盘跌14%。公司表示,取消发射的原因是一个小的遥测问题,将放弃今日发射窗口中再次尝试。苹果(AAPL):荷兰反垄断监管机构周一再次对苹果处以约合$571万的罚款。原因是苹果未能遵守在荷兰开放其应用商店为约会应用提供第三方支付系统的命令。苹果累计已向荷兰消费者和市场管理局支付罚款达€1,500万。雾芯科技(RLX):申报国内首个电子烟安全性临床研究。雾芯表示作为国内首个利用现代医学、毒理学等方法开展系统性研究的电子烟品牌,将持续投入科研,带动行业规范发展。雾芯股价较IPO后高点已下跌近90%。其它全球确诊396,672,942 (+3,455,699)例,死亡5,746,187 (+11,791)例。美国确诊76,511,821 (+53,677)例,死亡902,635 (+369)例。纽约州确诊4,852,369 (+7,089)例,死亡65,760 (+134)例。Gartner:2021年全球半导体收入$5,835亿,同比增长25.1%。中概股涨跌榜箩筐技术 LKCO $0.63 +24.27% 诺亚财富 NOAH $29.24 -5.46%嘉楠科技 CAN $4.83 +7.10% 优克联 UCL $1.47 -5.48%涂鸦智能 TUYA $5.86 +6.16% 阿里巴巴 BABA $114.82 -6.05%好未来 TAL $3.17 +3.93% 金山云 KC $7.06 -6.12%滴滴 DIDI $3.55 +3.80% 万国数据 GDS $38.42 -6.43%","news_type":1},"isVote":1,"tweetType":1,"viewCount":1787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826751221,"gmtCreate":1634060135668,"gmtModify":1634060135668,"author":{"id":"3454630531008105","authorId":"3454630531008105","authorIdStr":"3454630531008105","name":"周啊哈","avatar":"https://static.tigerbbs.com/be63d6f59fbd0575cc89567c3244be67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3454630531008105"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826751221","repostId":"826714060","repostType":1,"repost":{"id":826714060,"gmtCreate":1634053398539,"gmtModify":1634088373379,"author":{"id":"3503452965237041","authorId":"3503452965237041","authorIdStr":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503452965237041"},"themes":[],"htmlText":"【快讯】亚马逊云服务(AWS)表示正在对AWS管理主控台错误率的上升和延迟进行调查。<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>","listText":"【快讯】亚马逊云服务(AWS)表示正在对AWS管理主控台错误率的上升和延迟进行调查。<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>","text":"【快讯】亚马逊云服务(AWS)表示正在对AWS管理主控台错误率的上升和延迟进行调查。$亚马逊(AMZN)$","images":[{"img":"https://static.tigerbbs.com/e67710be0ac82f8dea22926e9895d7fc","width":"500","height":"333"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826714060","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865369081,"gmtCreate":1632954840180,"gmtModify":1632967311648,"author":{"id":"3454630531008105","authorId":"3454630531008105","authorIdStr":"3454630531008105","name":"周啊哈","avatar":"https://static.tigerbbs.com/be63d6f59fbd0575cc89567c3244be67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3454630531008105"},"themes":[],"htmlText":"111111","listText":"111111","text":"111111","images":[{"img":"https://static.tigerbbs.com/32bc443ae4c7bf43d9771b416a7b7725","width":"1440","height":"1455"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865369081","isVote":1,"tweetType":1,"viewCount":1616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":880819207,"gmtCreate":1631030225809,"gmtModify":1631030225809,"author":{"id":"3454630531008105","authorId":"3454630531008105","authorIdStr":"3454630531008105","name":"周啊哈","avatar":"https://static.tigerbbs.com/be63d6f59fbd0575cc89567c3244be67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3454630531008105"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/880819207","repostId":"817302968","repostType":1,"repost":{"id":817302968,"gmtCreate":1630903336854,"gmtModify":1630942065290,"author":{"id":"3545995761422355","authorId":"3545995761422355","authorIdStr":"3545995761422355","name":"不二说价值","avatar":"https://static.tigerbbs.com/56fa489972246881ba23cfecebfd4c45","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545995761422355"},"themes":[],"title":"远程医疗两大明星股评分,TELADOC 大战 DOXIMITY!远程医疗行业市场有多大,风险在哪里,那种模式未来会产生十倍股?","htmlText":"\n \n \n 📢请关注油管和B站频道:十万刀滚向财富自由您的关注是我贡献干货内容的动力⚠️ 我会每周给2支美港股做评分,如果您希望我对某一支股票评分,请在评论区留言或点赞别人的留言。我会优先为热度高的公司评分!✅想了解我做频道的初心,10万刀怎么能实现财富自由?请看:<a href=\"https://laohu8.com/TW/144097919\" target=\"_blank\">十万美元公开账户扬帆起航,不二陪大家并肩滚向财富自由</a>✅配合视频站,我的空间站专属内容大幅增加,每月还会有独家现金福利哦!具体请看:<a href=\"https://laohu8.com/TW/140843402\" target=\"_blank\">十万刀空间站独家内容和丰富福利介绍</a>视频相关个股:<a target=\"_blank\" href=\"https://laohu8.com/S/DOCS\">$Doximity, Inc.(DOCS)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/01833\">$平安好医生(01833)$</a> <a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@爱发</a>\n \n","listText":"📢请关注油管和B站频道:十万刀滚向财富自由您的关注是我贡献干货内容的动力⚠️ 我会每周给2支美港股做评分,如果您希望我对某一支股票评分,请在评论区留言或点赞别人的留言。我会优先为热度高的公司评分!✅想了解我做频道的初心,10万刀怎么能实现财富自由?请看:<a href=\"https://laohu8.com/TW/144097919\" target=\"_blank\">十万美元公开账户扬帆起航,不二陪大家并肩滚向财富自由</a>✅配合视频站,我的空间站专属内容大幅增加,每月还会有独家现金福利哦!具体请看:<a href=\"https://laohu8.com/TW/140843402\" target=\"_blank\">十万刀空间站独家内容和丰富福利介绍</a>视频相关个股:<a target=\"_blank\" href=\"https://laohu8.com/S/DOCS\">$Doximity, Inc.(DOCS)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/01833\">$平安好医生(01833)$</a> <a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@爱发</a>","text":"📢请关注油管和B站频道:十万刀滚向财富自由您的关注是我贡献干货内容的动力⚠️ 我会每周给2支美港股做评分,如果您希望我对某一支股票评分,请在评论区留言或点赞别人的留言。我会优先为热度高的公司评分!✅想了解我做频道的初心,10万刀怎么能实现财富自由?请看:十万美元公开账户扬帆起航,不二陪大家并肩滚向财富自由✅配合视频站,我的空间站专属内容大幅增加,每月还会有独家现金福利哦!具体请看:十万刀空间站独家内容和丰富福利介绍视频相关个股:$Doximity, Inc.(DOCS)$ $Teladoc Health Inc.(TDOC)$ $亚马逊(AMZN)$ $联合健康(UNH)$ $平安好医生(01833)$ 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href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a>30年河东 30年河西","listText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a>30年河东 30年河西","text":"$上证指数(000001.SH)$30年河东 30年河西","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/138799654","isVote":1,"tweetType":1,"viewCount":2018,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345035829,"gmtCreate":1618260217761,"gmtModify":1618260217761,"author":{"id":"3454630531008105","authorId":"3454630531008105","authorIdStr":"3454630531008105","name":"周啊哈","avatar":"https://static.tigerbbs.com/be63d6f59fbd0575cc89567c3244be67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3454630531008105"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345035829","repostId":"342498384","repostType":1,"repost":{"id":342498384,"gmtCreate":1618235869444,"gmtModify":1618263746786,"author":{"id":"126199392658083","authorId":"126199392658083","authorIdStr":"126199392658083","name":"机构有话说","avatar":"https://static.tigerbbs.com/d8a79f8da6559cae9d644c1c24d24737","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"126199392658083"},"themes":[],"title":"聚焦农产品的初期牛市:强劲需求激活美玉米行情","htmlText":"一、CBOT玉米一周走势分析 5月美玉米期货合约(ZCK1)上周以561.25美分/蒲式耳开盘,以576.00美分蒲式耳收盘,上涨17.0美分/蒲式耳,周涨幅3.04%,成交量80.2万手,持仓量55.6万手,上一周持仓量为62.2万手。上周美玉米在乙醇需求恢复、出口数据较好的提振下震荡上涨。供需报告发布后,虽然内容偏多,但市场已有预期,收盘涨幅不大。 二、4月全球及美国玉米供需报告 1. 美国玉米期末库存继续下降 美玉米需求上调较多。其中乙醇及其副产品需求由49.5亿蒲上调至49.75亿蒲,反映了EIA数据显示的产量上升,出口需求由26.亿蒲上调至26.75亿蒲,种用和其他需求也有所上调。因此最终期末库存由15.02亿蒲下降至13.52亿蒲,符合市场预估的12-15.02亿蒲的预期。随着期末库存的进一步降低,美玉米下方支撑加强,报告发布后期货也有所冲高。 2. 全球玉米库存保持稳定 全球方面,本月巴基斯坦、欧盟+英国、厄瓜多尔的玉米产量有所上调,但部分被阿根廷和印度尼西亚的减产抵消。最终全球玉米产量由11.36亿吨上升至11.37亿吨,库存由2.87亿吨下降至2.83亿吨,此前市场预期区间为2.82-2.87亿吨。 巴西虽然有部分二茬玉米是在理想窗口期之后播种,但是目前的天气情况尚可,预计延迟播种的影响不会太大。据私营分析机构Informa 公司称,2021年巴西玉米产量预计接近1.075亿吨,相比之下,美国农业部的预测为1.09亿吨。 阿根廷玉米已经开始收割,收割率为12%。此前的降水已经足够稳定其产量,布宜诺斯艾利斯交易所4月8日的报告维持了2020/2021年度的玉米产量预测,4500万吨。 图2:World Ag Weather 国际衍生品智库 三、美玉米需求强劲 (1)美农业部周度出口净销量符合预期 美玉米的销量依旧保持了此前的水平,并且","listText":"一、CBOT玉米一周走势分析 5月美玉米期货合约(ZCK1)上周以561.25美分/蒲式耳开盘,以576.00美分蒲式耳收盘,上涨17.0美分/蒲式耳,周涨幅3.04%,成交量80.2万手,持仓量55.6万手,上一周持仓量为62.2万手。上周美玉米在乙醇需求恢复、出口数据较好的提振下震荡上涨。供需报告发布后,虽然内容偏多,但市场已有预期,收盘涨幅不大。 二、4月全球及美国玉米供需报告 1. 美国玉米期末库存继续下降 美玉米需求上调较多。其中乙醇及其副产品需求由49.5亿蒲上调至49.75亿蒲,反映了EIA数据显示的产量上升,出口需求由26.亿蒲上调至26.75亿蒲,种用和其他需求也有所上调。因此最终期末库存由15.02亿蒲下降至13.52亿蒲,符合市场预估的12-15.02亿蒲的预期。随着期末库存的进一步降低,美玉米下方支撑加强,报告发布后期货也有所冲高。 2. 全球玉米库存保持稳定 全球方面,本月巴基斯坦、欧盟+英国、厄瓜多尔的玉米产量有所上调,但部分被阿根廷和印度尼西亚的减产抵消。最终全球玉米产量由11.36亿吨上升至11.37亿吨,库存由2.87亿吨下降至2.83亿吨,此前市场预期区间为2.82-2.87亿吨。 巴西虽然有部分二茬玉米是在理想窗口期之后播种,但是目前的天气情况尚可,预计延迟播种的影响不会太大。据私营分析机构Informa 公司称,2021年巴西玉米产量预计接近1.075亿吨,相比之下,美国农业部的预测为1.09亿吨。 阿根廷玉米已经开始收割,收割率为12%。此前的降水已经足够稳定其产量,布宜诺斯艾利斯交易所4月8日的报告维持了2020/2021年度的玉米产量预测,4500万吨。 图2:World Ag Weather 国际衍生品智库 三、美玉米需求强劲 (1)美农业部周度出口净销量符合预期 美玉米的销量依旧保持了此前的水平,并且","text":"一、CBOT玉米一周走势分析 5月美玉米期货合约(ZCK1)上周以561.25美分/蒲式耳开盘,以576.00美分蒲式耳收盘,上涨17.0美分/蒲式耳,周涨幅3.04%,成交量80.2万手,持仓量55.6万手,上一周持仓量为62.2万手。上周美玉米在乙醇需求恢复、出口数据较好的提振下震荡上涨。供需报告发布后,虽然内容偏多,但市场已有预期,收盘涨幅不大。 二、4月全球及美国玉米供需报告 1. 美国玉米期末库存继续下降 美玉米需求上调较多。其中乙醇及其副产品需求由49.5亿蒲上调至49.75亿蒲,反映了EIA数据显示的产量上升,出口需求由26.亿蒲上调至26.75亿蒲,种用和其他需求也有所上调。因此最终期末库存由15.02亿蒲下降至13.52亿蒲,符合市场预估的12-15.02亿蒲的预期。随着期末库存的进一步降低,美玉米下方支撑加强,报告发布后期货也有所冲高。 2. 全球玉米库存保持稳定 全球方面,本月巴基斯坦、欧盟+英国、厄瓜多尔的玉米产量有所上调,但部分被阿根廷和印度尼西亚的减产抵消。最终全球玉米产量由11.36亿吨上升至11.37亿吨,库存由2.87亿吨下降至2.83亿吨,此前市场预期区间为2.82-2.87亿吨。 巴西虽然有部分二茬玉米是在理想窗口期之后播种,但是目前的天气情况尚可,预计延迟播种的影响不会太大。据私营分析机构Informa 公司称,2021年巴西玉米产量预计接近1.075亿吨,相比之下,美国农业部的预测为1.09亿吨。 阿根廷玉米已经开始收割,收割率为12%。此前的降水已经足够稳定其产量,布宜诺斯艾利斯交易所4月8日的报告维持了2020/2021年度的玉米产量预测,4500万吨。 图2:World Ag Weather 国际衍生品智库 三、美玉米需求强劲 (1)美农业部周度出口净销量符合预期 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近日,阿里遭遇一系列负面新闻。蚂蚁暂停上市,再到遭遇反垄断监管和高管婚外情事件,股价也随之一路走跌。 随着价格的归位,抄底的声音也慢慢多了起来。那么,这家称霸中国电商的互联网巨头真的能抄底吗? 我的观点是——不能,因为阿里的下跌并不是因为近期的消息扰动。阿里的下跌在于两大问题: 护城河告破:商品信息流,资金流,物流,三大护城河基本上全面告破。 份额缺失:商家集体出逃,三四线互联网新人认拼多多不认阿里。 这是决定阿里电商核心业务的关键。像备受人吐槽的阿里投资“投一个垮一个”都不算问题。因为阿里和腾讯的流量性质不同,“投一个垮一个”只要不影响核心电商业务,那阿里并不危险。 但现在的情况挺麻烦的,阿里的电商核心被冲击得很严重。 阿里三大护城河被严重冲击 我们都知道,电商(包括外卖打车)为什么能赢家通吃。在于三个关键位置互为护城河。 淘宝:大而全的商品吸引更多的用户,更多的用户反过来促进更多的商家入驻。 美团:更多的餐馆吸引更多的用户,更多的用户反过来吸引更多的餐馆入驻。 滴滴:更多的网车吸引更多的用户(更容易打到车),更多的用户吸引更多的司机(更容易接到客)。 这就是平台化的撮合优势,两个势均力敌的对手,一旦一方的市占率超过50%,那它最终会走向垄断,这就是电商的马太效应。 如果你知道这点并在美团份额刚领先的时候买进这家公司的股票,那你的回报一定超过300%。 当年的阿里甚至不止于此,更兼得垄断线上支付和线下物流,让这家公司拥有超级护城河,成为互联网无敌的存在。 在支付领域有微信的冲击,支付场景上有美团外卖更领先。 物流领域,疾兔快递狂飙突进。 更要命的是拼多多“农村包围城市”的成功。大规模商家受够了直通车的压榨,不得不转向拼多多。而且即使再努力,优先展示的依然是天猫的店。 万能的淘宝正在变成平庸的淘宝。 中小卖家才是淘宝的基","listText":" 近日,阿里遭遇一系列负面新闻。蚂蚁暂停上市,再到遭遇反垄断监管和高管婚外情事件,股价也随之一路走跌。 随着价格的归位,抄底的声音也慢慢多了起来。那么,这家称霸中国电商的互联网巨头真的能抄底吗? 我的观点是——不能,因为阿里的下跌并不是因为近期的消息扰动。阿里的下跌在于两大问题: 护城河告破:商品信息流,资金流,物流,三大护城河基本上全面告破。 份额缺失:商家集体出逃,三四线互联网新人认拼多多不认阿里。 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巴菲特自己就是一个爱喝可乐、吃冰淇淋等高热量食品的人,自然不会对“健康食物”的竞争太放在心上。卡夫食品也是以高热量食品作为主打,在北美市场的份额一直不上不下。不过,卡夫和亨氏本来是两家公司。亨氏我们都知道是做番茄酱的那家,巴菲特最早持有的其实是亨氏。而卡夫1924年就上市了,老牌食品企业。2010年之后一直因高运营成本拖累股价,但是其规模巨大、盈利也能持续,分红还不错,完全符合巴菲特的选股标准。因此巴菲特联合3G资本在2015年促成了卡夫和亨氏的合并。 要说巴菲特在科技股上并无建树,但是在食品行业的每个举动几乎都是成功的,比如对See's Candy和可口可乐的投资。而巴菲特当年也是收购了销量不稳定的See's Candy进行重组管理,将其净利润提高了15倍以上。因此,操作卡夫和亨氏的合并也在当年被众多投资者看好。 的确,在卡夫亨氏并购的前两年,成本控制取的突破,EPS大幅增长,股息也相应增长,一直高于食品行业平均水平。可是,眼下美国经济火热,消费品市场的变化也越来越快,有机、绿色的健康食品也越来越","text":"#巴菲特之道# 财报季过得差不多了,以为平平淡淡不再会有太大意外,没想到卡夫亨氏$(KHC)$今早给市场一颗雷——第四季度EPS和营收双双不及预期,同时公布150亿美元的商誉减值损失,还收到了SEC的传票。盘后下跌20%!没想到商誉减值的地雷在美股也爆了,还是巴菲特重仓股。 伯克希尔上周刚公布了去年四季度的持仓,卡夫亨氏是其一直倚重的持有超百亿美元的公司,是其第六大重仓股。巴菲特看上卡夫亨氏由来已久,以他的投资理念,这类“穿越牛熊”又有大量分红的食品企业是不二之选。在去年的股东大会上,有人问到关于卡夫品牌未来十年收益率的看法,巴菲特很坦诚地说,“消费品仍然是非常好的带来投资回报的领域,全球在这方面的需求仍然很高,有些地方仍将保持”,甚至认为有机产品也不会大范围侵蚀现在的市场。 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