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Austinsayhi
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Austinsayhi
2021-07-23
WinnerS take all , Losers fo home.
Austinsayhi
2021-07-23
@科迪勒拉Biotech
$Cassava Sciences Inc(SAVA)$
网路上很罕见能遇到一位理智乐观又认真钻研的投资高手,来到老虎社群后,我最感谢这位大佬
@科迪勒拉:SAVA:Boom! 我们正在前往1000美元pps的路上
Austinsayhi
2021-07-23
还在药物实验 是要怎么有产品你教我
@一买就暴跌:
$Cassava Sciences Inc(SAVA)$
都在唱好,却没人注意到,这公司目前都没有任何盈利的阿尔兹海默症产品就已经市值几十亿了[吃瓜] 劝大家理智
Austinsayhi
2021-07-23
机构不会去做这种股票...
@SunnyLai:
$India Globalization Capital(IGC)$
今天这股“印度全球化资本”(IGC)吸引了我注意,盘前宣布用开始使用大麻治疗老人痴呆症的'专利。玩美股老鸟们都知道,要么创新金融、要么'资讯科技、要么生物医药,这三大板块每天几乎都会有日涨50%+的焦点股(妖股),而且大多数都是一日游,撑死两日游,必须跑得快。如何才能跑得快?预设卖出指令就是窍门。今天开盘,IGC从昨天收盘价1.48元以314%的4.65元高开低走,一路向下到了午盘谷值2.55元。这段时间我一般很少参与,因为机构的逻辑与思路和风格很难确定性把握。于是我比较喜欢午盘13:00-14:00(北京时间01:00-02:00)开始打猎。预设了2.50元守株待兔,过了两小时都未如愿,还一度回翘到2.91元。离15:00最后谷值时近,断然改为2.70元现价买入,反手预设3.24元卖出指令,期望尾盘或盘后散户介入冲高,获利20%离场就完美了。一切就绪,只欠拉升,卧等。
Austinsayhi
2021-07-12
可以的 两年后会还你公道🤣
@Visology:
$Affirm Holdings, Inc.(AFRM)$
will I recover this loss?
Austinsayhi
2021-06-29
估值太高 等著跌到地狱
@荒野侦探:上市一个月大涨120%,FIGS能成为下一个露露柠檬吗?
Austinsayhi
2021-05-29
笑死 亚马逊收购的是米高梅影业 而
$美高梅(MGM)$
是米高梅赌场,两个八竿子打不著,多做些功课吧
抱歉,原内容已删除
Austinsayhi
2021-05-21
小虎知道为什么伦交所 lnsty最近跌这么多吗? 是英国出什么状况吗
@小虎说英股:英国私募股权巨头的财报蛮不错
Austinsayhi
2021-05-20
72
@小虎AV:燕麦奶公司Oatly今晚上市,一起来猜首日收盘价!
Austinsayhi
2021-05-06
$Affirm Holdings, Inc.(AFRM)$
跟著
$Peloton Interactive, Inc.(PTON)$
一起跌,收入有高比例来自健身车的分期付款,要买分期付款股还是要买afterpay比较安全
Austinsayhi
2021-03-16
如果一笔交易非得做到爆仓才知道自己错误,太掉价,别做交易了,踏实去做生意或种田吧
抱歉,原内容已删除
Austinsayhi
2021-03-13
上个月低位你能买到20平均成本也是活见鬼了 ,12月以来的最低价也都22左右
@Ericistaking:
$Palantir Technologies Inc.(PLTR)$
这个股我是上个月低位的时候买的,平均成本20。 今天听说木头姐又加仓了这个股。不知道真的假的,听说加仓了6千万美元价值的PLTR,谁会查的,去核实一下。 她加仓了,可以追一阵子。我准备到35-40之间才下车。
Austinsayhi
2021-03-10
为什么要一直乱吹这票 明明有更好选择
$Metromile, Inc(MILE)$
@幸福老猫:
$Root, Inc.(ROOT)$
该股可以放心大胆买入了
Austinsayhi
2020-11-11
这篇文章不错,转发给大家看
拜登:最具哥特色彩的美国政客
Austinsayhi
2020-10-21
这篇文章不错,转发给大家看
@雷递:处方药折扣平台GoodRx上市:涨50% 市值194亿美元
Austinsayhi
2020-10-12
这篇文章不错,转发给大家看
“人造肉”汉堡来了,肯德基在北京等6大城市推出植物肉汉堡
Austinsayhi
2020-10-09
这篇文章不错,转发给大家看
@桃李春风益点财:别了美股!?请抓住新兴市场正在崛起的10年!
Austinsayhi
2020-10-09
//
@Tony特别帅
: 绝了,这一季度奢侈品股票财报还都真不错,都给出了中国市场放心的信息。
$路易威登(LVMUY)$
$Kering SA(PPRUY)$
$Hermes International SA(HESAF)$
$巴宝莉(BRBY.UK)$
@Tony特别帅:以奢侈品下跌起始,会以奢侈品上涨终结吗?
Austinsayhi
2020-10-05
这篇文章不错,转发给大家看
阿里入股全球最大免税商Dufry:10%股份+中国合资公司
Austinsayhi
2020-09-29
这篇文章不错,转发给大家看
@扑克投资家:“周期女王”李蓓:桥水到中国来,大概率我业绩比他好
去老虎APP查看更多动态
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take all , Losers fo home.","listText":"WinnerS take all , Losers fo home.","text":"WinnerS take all , Losers fo home.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175557826","isVote":1,"tweetType":1,"viewCount":977,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175556608,"gmtCreate":1627043712904,"gmtModify":1627043712904,"author":{"id":"3494333756882055","authorId":"3494333756882055","name":"Austinsayhi","avatar":"https://static.tigerbbs.com/248d8c462f1db87ea9cdc11fc3173332","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494333756882055","authorIdStr":"3494333756882055"},"themes":[],"htmlText":" <a href=\"https://laohu8.com/U/3484536045691836\">@科迪勒拉Biotech</a><a href=\"https://laohu8.com/S/SAVA\">$Cassava Sciences Inc(SAVA)$</a>网路上很罕见能遇到一位理智乐观又认真钻研的投资高手,来到老虎社群后,我最感谢这位大佬","listText":" <a href=\"https://laohu8.com/U/3484536045691836\">@科迪勒拉Biotech</a><a href=\"https://laohu8.com/S/SAVA\">$Cassava Sciences Inc(SAVA)$</a>网路上很罕见能遇到一位理智乐观又认真钻研的投资高手,来到老虎社群后,我最感谢这位大佬","text":"@科迪勒拉Biotech$Cassava Sciences Inc(SAVA)$网路上很罕见能遇到一位理智乐观又认真钻研的投资高手,来到老虎社群后,我最感谢这位大佬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/175556608","repostId":"171765997","repostType":1,"repost":{"id":171765997,"gmtCreate":1626765853319,"gmtModify":1627483715233,"author":{"id":"3484536045691836","authorId":"3484536045691836","name":"科迪勒拉","avatar":"https://static.tigerbbs.com/856f04bd0b055f6769e058b1751b7600","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484536045691836","authorIdStr":"3484536045691836"},"themes":[],"title":"SAVA:Boom! 我们正在前往1000美元pps的路上","htmlText":"我宁在穷乡僻壤的高卢称王,也不甘在罗马居于人后 ---凯撒 为SAVA持股者做个战前动员!小王博士、pomelowww博士、2虎仔仔、nova、 MK、 Lasers、winbull、不会飞的猪、赵山河、将大善人----9天后,我们将要渡过“卢比孔”河,I believe we will be handsomely rewarded for our DD and tenacity of holding on.截止今天,SAVA<a target=\"_blank\" href=\"https://laohu8.com/S/SAVA\">$Cassava Sciences Inc(SAVA)$</a> 一直在正确的道路上前进。尽管没有什么是绝对可靠的,事情可能会出错。但对空头来说,下周的数据公布基本上是一起灭绝级别事件。SAVA有机会在几天内涨至400美元pps(160亿美元MC), 并向1000美元进军(400亿美元MC)。支持此目标的连串催化剂就在不远之前方:1 simufilam和 SavaDx的数据公布,CEO先前已经定性这是一个大满贯 他还说了:我了知科学,我知道数据,我了解病症,这个东西看起来大有希望,我不会只说大话而没有行动。2 突破性疗法指定BTD在下半年的批复及随后的加速审批申报。3 关于欧盟及世界其他地区的合作协议将不期而至,此等合作可为SAVA带来10-20亿美元的特许权预付款,而最大的馅饼(美国市场)将由SAVA独享。4 启动 simufilam治疗神经领域其它适应症的研发,包括血管性痴呆,路易体痴呆,帕金森病,亨廷顿病,ALS和Retts综合征.....5 某大药企发出收购要约,或者多家大药企展开竞标战。I come,I see,I conquer.","listText":"我宁在穷乡僻壤的高卢称王,也不甘在罗马居于人后 ---凯撒 为SAVA持股者做个战前动员!小王博士、pomelowww博士、2虎仔仔、nova、 MK、 Lasers、winbull、不会飞的猪、赵山河、将大善人----9天后,我们将要渡过“卢比孔”河,I believe we will be handsomely rewarded for our DD and tenacity of holding on.截止今天,SAVA<a target=\"_blank\" href=\"https://laohu8.com/S/SAVA\">$Cassava Sciences Inc(SAVA)$</a> 一直在正确的道路上前进。尽管没有什么是绝对可靠的,事情可能会出错。但对空头来说,下周的数据公布基本上是一起灭绝级别事件。SAVA有机会在几天内涨至400美元pps(160亿美元MC), 并向1000美元进军(400亿美元MC)。支持此目标的连串催化剂就在不远之前方:1 simufilam和 SavaDx的数据公布,CEO先前已经定性这是一个大满贯 他还说了:我了知科学,我知道数据,我了解病症,这个东西看起来大有希望,我不会只说大话而没有行动。2 突破性疗法指定BTD在下半年的批复及随后的加速审批申报。3 关于欧盟及世界其他地区的合作协议将不期而至,此等合作可为SAVA带来10-20亿美元的特许权预付款,而最大的馅饼(美国市场)将由SAVA独享。4 启动 simufilam治疗神经领域其它适应症的研发,包括血管性痴呆,路易体痴呆,帕金森病,亨廷顿病,ALS和Retts综合征.....5 某大药企发出收购要约,或者多家大药企展开竞标战。I come,I see,I conquer.","text":"我宁在穷乡僻壤的高卢称王,也不甘在罗马居于人后 ---凯撒 为SAVA持股者做个战前动员!小王博士、pomelowww博士、2虎仔仔、nova、 MK、 Lasers、winbull、不会飞的猪、赵山河、将大善人----9天后,我们将要渡过“卢比孔”河,I believe we will be handsomely rewarded for our DD and tenacity of holding on.截止今天,SAVA$Cassava Sciences Inc(SAVA)$ 一直在正确的道路上前进。尽管没有什么是绝对可靠的,事情可能会出错。但对空头来说,下周的数据公布基本上是一起灭绝级别事件。SAVA有机会在几天内涨至400美元pps(160亿美元MC), 并向1000美元进军(400亿美元MC)。支持此目标的连串催化剂就在不远之前方:1 simufilam和 SavaDx的数据公布,CEO先前已经定性这是一个大满贯 他还说了:我了知科学,我知道数据,我了解病症,这个东西看起来大有希望,我不会只说大话而没有行动。2 突破性疗法指定BTD在下半年的批复及随后的加速审批申报。3 关于欧盟及世界其他地区的合作协议将不期而至,此等合作可为SAVA带来10-20亿美元的特许权预付款,而最大的馅饼(美国市场)将由SAVA独享。4 启动 simufilam治疗神经领域其它适应症的研发,包括血管性痴呆,路易体痴呆,帕金森病,亨廷顿病,ALS和Retts综合征.....5 某大药企发出收购要约,或者多家大药企展开竞标战。I come,I see,I 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是要怎么有产品你教我","listText":"还在药物实验 是要怎么有产品你教我","text":"还在药物实验 是要怎么有产品你教我","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175195457","repostId":"172849582","repostType":1,"repost":{"id":172849582,"gmtCreate":1626954703846,"gmtModify":1626954703846,"author":{"id":"3494316846485147","authorId":"3494316846485147","name":"一买就暴跌","avatar":"https://static.tigerbbs.com/99886dc19e57b6a1d36e0c23ae32d91a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494316846485147","authorIdStr":"3494316846485147"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SAVA\">$Cassava Sciences Inc(SAVA)$</a>都在唱好,却没人注意到,这公司目前都没有任何盈利的阿尔兹海默症产品就已经市值几十亿了[吃瓜] 劝大家理智","listText":"<a href=\"https://laohu8.com/S/SAVA\">$Cassava Sciences Inc(SAVA)$</a>都在唱好,却没人注意到,这公司目前都没有任何盈利的阿尔兹海默症产品就已经市值几十亿了[吃瓜] 劝大家理智","text":"$Cassava Sciences Inc(SAVA)$都在唱好,却没人注意到,这公司目前都没有任何盈利的阿尔兹海默症产品就已经市值几十亿了[吃瓜] 劝大家理智","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172849582","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":175198218,"gmtCreate":1627011485734,"gmtModify":1627011485734,"author":{"id":"3494333756882055","authorId":"3494333756882055","name":"Austinsayhi","avatar":"https://static.tigerbbs.com/248d8c462f1db87ea9cdc11fc3173332","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494333756882055","authorIdStr":"3494333756882055"},"themes":[],"htmlText":"机构不会去做这种股票...","listText":"机构不会去做这种股票...","text":"机构不会去做这种股票...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175198218","repostId":"172453205","repostType":1,"repost":{"id":172453205,"gmtCreate":1626981006107,"gmtModify":1627003700807,"author":{"id":"3475755885054001","authorId":"3475755885054001","name":"SunnyLai","avatar":"https://static.tigerbbs.com/3440d505d08c1613bb502c0855b5b993","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475755885054001","authorIdStr":"3475755885054001"},"themes":[],"htmlText":"<a 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等著跌到地狱","text":"估值太高 等著跌到地狱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159761199","repostId":"159801950","repostType":1,"repost":{"id":159801950,"gmtCreate":1624953483466,"gmtModify":1624964400292,"author":{"id":"3480300888703096","authorId":"3480300888703096","name":"荒野侦探","avatar":"https://static.tigerbbs.com/676ca151c5979a45c1864347e2da198a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480300888703096","authorIdStr":"3480300888703096"},"themes":[],"title":"上市一个月大涨120%,FIGS能成为下一个露露柠檬吗?","htmlText":"虎友们关注到了<a target=\"_blank\" href=\"https://laohu8.com/S/FIGS\">$FIGS, Inc.(FIGS)$</a> 吗,这家初创公司正试图改变医疗服装行业。更令人兴奋的是,自5月27日上市以来,一个月时间公司自发行价22美元涨到48.7美元,涨幅121%。 商业模式 公司是一家直接面向消费者的初创公司,试图改变一个历史上沉闷的行业:医疗服装。 这家公司诞生于Shopify的电子商务平台,由女性创办和领导,其绝大部分收入通过线上完成,而不是医疗用品商店。公司为医疗专业人员提供的合身制服(手术服),因其产品的设计、质量和舒适度而获得声誉。通过让品牌大使使用Facebook的Instagram等社交媒体渠道推广产品,进而推动口碑,积累越来越多的忠实客户。 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强大的财务数据 对于一个快速成长的初创企业来说,FIGS的盈利能力令人惊讶。自2013年成立以来,它只筹集了6000万美元,这表明它的大部分增长来自于将销售服装产生的现金进行再投资。73%的高毛利率显示了公司的实力。 FIGS在2020年的自由现金流为1950万美元,营业收入为5800万美元。更令人印象深刻的是,FIGS在实现盈利的同时,收入以三位数的百分比增长。到2020年,公司的收入增长了138%,达到2.63亿美元,而在过去四年里,销售额的复合年增长率为146%。 凭借高毛利率和与忠实客户之间的封闭生态系统,FIGS似乎可","text":"虎友们关注到了$FIGS, Inc.(FIGS)$ 吗,这家初创公司正试图改变医疗服装行业。更令人兴奋的是,自5月27日上市以来,一个月时间公司自发行价22美元涨到48.7美元,涨幅121%。 商业模式 公司是一家直接面向消费者的初创公司,试图改变一个历史上沉闷的行业:医疗服装。 这家公司诞生于Shopify的电子商务平台,由女性创办和领导,其绝大部分收入通过线上完成,而不是医疗用品商店。公司为医疗专业人员提供的合身制服(手术服),因其产品的设计、质量和舒适度而获得声誉。通过让品牌大使使用Facebook的Instagram等社交媒体渠道推广产品,进而推动口碑,积累越来越多的忠实客户。 这一点,再加上医疗保健服装消费有持续的补货需求(医疗保健服装比其他服装类型磨损得更快),使得FIGS的留存率很高。2020年,FIGS保留了2019年客户群体的75%,而2017年至2019年50%的首次客户再次回到FIGS进行二次购买。 这两个事实表明,公司将不需要花费大量的广告来发展其业务,因为它的客户将继续回来重复购买。这对企业的长期盈利能力很重要。 强大的财务数据 对于一个快速成长的初创企业来说,FIGS的盈利能力令人惊讶。自2013年成立以来,它只筹集了6000万美元,这表明它的大部分增长来自于将销售服装产生的现金进行再投资。73%的高毛利率显示了公司的实力。 FIGS在2020年的自由现金流为1950万美元,营业收入为5800万美元。更令人印象深刻的是,FIGS在实现盈利的同时,收入以三位数的百分比增长。到2020年,公司的收入增长了138%,达到2.63亿美元,而在过去四年里,销售额的复合年增长率为146%。 凭借高毛利率和与忠实客户之间的封闭生态系统,FIGS似乎可","images":[{"img":"https://static.tigerbbs.com/51e5e3d132b0f302f606e1c0d7cd8b9f","width":"2000","height":"1364"},{"img":"https://static.tigerbbs.com/70fad5ebee1f5892cec8eeba6a8f42b0","width":"2000","height":"1333"},{"img":"https://static.tigerbbs.com/5306f6915cae0778af998093d23cbaf5","width":"2000","height":"1333"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159801950","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":134877042,"gmtCreate":1622218249486,"gmtModify":1622255303189,"author":{"id":"3494333756882055","authorId":"3494333756882055","name":"Austinsayhi","avatar":"https://static.tigerbbs.com/248d8c462f1db87ea9cdc11fc3173332","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494333756882055","authorIdStr":"3494333756882055"},"themes":[],"htmlText":"笑死 亚马逊收购的是米高梅影业 而 <a href=\"https://laohu8.com/S/MGM\">$美高梅(MGM)$</a>是米高梅赌场,两个八竿子打不著,多做些功课吧","listText":"笑死 亚马逊收购的是米高梅影业 而 <a href=\"https://laohu8.com/S/MGM\">$美高梅(MGM)$</a>是米高梅赌场,两个八竿子打不著,多做些功课吧","text":"笑死 亚马逊收购的是米高梅影业 而 $美高梅(MGM)$是米高梅赌场,两个八竿子打不著,多做些功课吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/134877042","repostId":"135745884","repostType":1,"isVote":1,"tweetType":1,"viewCount":3038,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":139319238,"gmtCreate":1621591367924,"gmtModify":1621591367924,"author":{"id":"3494333756882055","authorId":"3494333756882055","name":"Austinsayhi","avatar":"https://static.tigerbbs.com/248d8c462f1db87ea9cdc11fc3173332","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494333756882055","authorIdStr":"3494333756882055"},"themes":[],"htmlText":"小虎知道为什么伦交所 lnsty最近跌这么多吗? 是英国出什么状况吗","listText":"小虎知道为什么伦交所 lnsty最近跌这么多吗? 是英国出什么状况吗","text":"小虎知道为什么伦交所 lnsty最近跌这么多吗? 是英国出什么状况吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/139319238","repostId":"191452310","repostType":1,"repost":{"id":191452310,"gmtCreate":1620902268030,"gmtModify":1620902268030,"author":{"id":"3528966054893519","authorId":"3528966054893519","name":"小虎说英股","avatar":"https://static.tigerbbs.com/b444754ad4cb8cbfaf0dcb4fb2537c79","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3528966054893519","authorIdStr":"3528966054893519"},"themes":[],"title":"英国私募股权巨头的财报蛮不错","htmlText":"1945年建立的<a target=\"_blank\" href=\"https://laohu8.com/S/III.UK\">$3i集团(III.UK)$</a> “3i Group” 是英国知名私募股权公司。公司运营几个私募基金,投资英国,美国和欧洲的各种各样投资项目。公司今年发年报(到2021年3月)年报不错啊。3i也管理伦敦知名技术设施基金<a target=\"_blank\" href=\"https://laohu8.com/S/3IN.UK\">$3I INFRASTRUCTURE(3IN.UK)$</a> [可爱] 这是公司的商标[开心] 3i 投资项目包括但不限于欧洲低成本零售公司ACTION,大海通信网络公司TAMPNET,和一个丹麦货船公司SCANDLINES。公司一共持有33家公司的私募股权。公司年报关键细节如下: 3i Group 净资产为91亿英镑,涨了18%[得意] 投资项目总回报为17亿英镑,涨了580%(这是因为公司持有的一些股份价值涨了,不是收入) 总债务为9.7亿英镑以及现金余额和信用贷款为7.2亿英镑。公司杠杆比率为8%[吃瓜] 3i Group每股净资产为947 GBX便士,涨了18%[财迷] 卖股份的收入为3.5千万英镑,跌了62%(这个不是坏消息,缺意味着公司没有把很多股份卖掉了) 投资项目股息和利息收入为1.5亿英镑,跌了21% 2020年每股股息为0.38英镑,涨了10% 公司每年两次支付股息。公司快要对每股支付0.21 英镑(21 GBX便士)。想获得该股息的人需要6月17日之前买入公司的股票。股息7月23日要到账。 3i Group在长期给投资者蛮好的回报。以下表格显示公司的股价在过去5年。在该时期公司股价年化复合增长率为20%[得意] 有任何问","listText":"1945年建立的<a target=\"_blank\" href=\"https://laohu8.com/S/III.UK\">$3i集团(III.UK)$</a> “3i Group” 是英国知名私募股权公司。公司运营几个私募基金,投资英国,美国和欧洲的各种各样投资项目。公司今年发年报(到2021年3月)年报不错啊。3i也管理伦敦知名技术设施基金<a target=\"_blank\" href=\"https://laohu8.com/S/3IN.UK\">$3I INFRASTRUCTURE(3IN.UK)$</a> [可爱] 这是公司的商标[开心] 3i 投资项目包括但不限于欧洲低成本零售公司ACTION,大海通信网络公司TAMPNET,和一个丹麦货船公司SCANDLINES。公司一共持有33家公司的私募股权。公司年报关键细节如下: 3i Group 净资产为91亿英镑,涨了18%[得意] 投资项目总回报为17亿英镑,涨了580%(这是因为公司持有的一些股份价值涨了,不是收入) 总债务为9.7亿英镑以及现金余额和信用贷款为7.2亿英镑。公司杠杆比率为8%[吃瓜] 3i Group每股净资产为947 GBX便士,涨了18%[财迷] 卖股份的收入为3.5千万英镑,跌了62%(这个不是坏消息,缺意味着公司没有把很多股份卖掉了) 投资项目股息和利息收入为1.5亿英镑,跌了21% 2020年每股股息为0.38英镑,涨了10% 公司每年两次支付股息。公司快要对每股支付0.21 英镑(21 GBX便士)。想获得该股息的人需要6月17日之前买入公司的股票。股息7月23日要到账。 3i Group在长期给投资者蛮好的回报。以下表格显示公司的股价在过去5年。在该时期公司股价年化复合增长率为20%[得意] 有任何问","text":"1945年建立的$3i集团(III.UK)$ “3i Group” 是英国知名私募股权公司。公司运营几个私募基金,投资英国,美国和欧洲的各种各样投资项目。公司今年发年报(到2021年3月)年报不错啊。3i也管理伦敦知名技术设施基金$3I INFRASTRUCTURE(3IN.UK)$ [可爱] 这是公司的商标[开心] 3i 投资项目包括但不限于欧洲低成本零售公司ACTION,大海通信网络公司TAMPNET,和一个丹麦货船公司SCANDLINES。公司一共持有33家公司的私募股权。公司年报关键细节如下: 3i Group 净资产为91亿英镑,涨了18%[得意] 投资项目总回报为17亿英镑,涨了580%(这是因为公司持有的一些股份价值涨了,不是收入) 总债务为9.7亿英镑以及现金余额和信用贷款为7.2亿英镑。公司杠杆比率为8%[吃瓜] 3i Group每股净资产为947 GBX便士,涨了18%[财迷] 卖股份的收入为3.5千万英镑,跌了62%(这个不是坏消息,缺意味着公司没有把很多股份卖掉了) 投资项目股息和利息收入为1.5亿英镑,跌了21% 2020年每股股息为0.38英镑,涨了10% 公司每年两次支付股息。公司快要对每股支付0.21 英镑(21 GBX便士)。想获得该股息的人需要6月17日之前买入公司的股票。股息7月23日要到账。 3i Group在长期给投资者蛮好的回报。以下表格显示公司的股价在过去5年。在该时期公司股价年化复合增长率为20%[得意] 有任何问","images":[{"img":"https://static.tigerbbs.com/95ba94a1beb75a95912c2c76a5d9258e","width":"264","height":"241"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/191452310","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":130926296,"gmtCreate":1621506137015,"gmtModify":1621506137015,"author":{"id":"3494333756882055","authorId":"3494333756882055","name":"Austinsayhi","avatar":"https://static.tigerbbs.com/248d8c462f1db87ea9cdc11fc3173332","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494333756882055","authorIdStr":"3494333756882055"},"themes":[],"htmlText":"72","listText":"72","text":"72","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/130926296","repostId":"130917304","repostType":1,"repost":{"id":130917304,"gmtCreate":1621503218604,"gmtModify":1621507510723,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"title":"燕麦奶公司Oatly今晚上市,一起来猜首日收盘价!","htmlText":"瑞典植物奶制造商<a href=\"https://laohu8.com/S/OTLY\">$Oatly Group AB(OTLY)$</a> 今晚上市,该公司表示,将以每股17美元的价格发行8440万股美国存托股票,这是其定价范围的上限。这意味着该公司的估值为100亿美元,IPO募资达到14亿美元。 摩根士丹利,摩根大通和瑞士信贷是此次发行的主要承销商。 Oatly由里卡德(Rickard)和比约恩·奥斯特(BjörnÖste)兄弟在1990年创立,Oatly的最大股东是比利时投资公司Verlinvest与一家名为Blossoms Key Holdings的实体之间的合作伙伴关系,该实体由中国国有企业华润集团有限公司控制。Verlinvest是酿酒商Anheuser-Busch InBev背后的家族投资公司。私募股权公司黑石集团还拥有Oatly的相当大的股份。 在由私募股权公司黑石集团(Blackstone Group)牵头的星光熠熠的投资回合中筹集了2亿美元,该公司的投资者还包括说唱歌手Jay Z和前星巴克负责人霍华德·舒尔茨(Howard Schultz)、Oprah Winfrey和Natalie Portman。 Oatly在欧洲,美国和中国的20多个市场上销售其产品。它主要以燕麦奶产品而闻名,它与包括星巴克在内的美国多家咖啡馆有合作关系。它还通过在线销售产品,并通过Target Corp和Tesco等食品零售商进行销售。 在股票上市之际,以植物为基础的食品行业继续吸引着主流投资者的关注,尤其是在快餐连锁店和高档餐厅创建新菜单以吸引健康和注重环境的食客的时候。 千禧一代和Z世代消费者主导着对植物性食品的大部分需求,他们非常愿意在健康的可持续产品上花费。 悬赏888虎币,你认为<a href=\"https://laohu8.com/S/OTLY\">$Oatly Gro</a>","listText":"瑞典植物奶制造商<a href=\"https://laohu8.com/S/OTLY\">$Oatly Group AB(OTLY)$</a> 今晚上市,该公司表示,将以每股17美元的价格发行8440万股美国存托股票,这是其定价范围的上限。这意味着该公司的估值为100亿美元,IPO募资达到14亿美元。 摩根士丹利,摩根大通和瑞士信贷是此次发行的主要承销商。 Oatly由里卡德(Rickard)和比约恩·奥斯特(BjörnÖste)兄弟在1990年创立,Oatly的最大股东是比利时投资公司Verlinvest与一家名为Blossoms Key Holdings的实体之间的合作伙伴关系,该实体由中国国有企业华润集团有限公司控制。Verlinvest是酿酒商Anheuser-Busch InBev背后的家族投资公司。私募股权公司黑石集团还拥有Oatly的相当大的股份。 在由私募股权公司黑石集团(Blackstone Group)牵头的星光熠熠的投资回合中筹集了2亿美元,该公司的投资者还包括说唱歌手Jay Z和前星巴克负责人霍华德·舒尔茨(Howard Schultz)、Oprah Winfrey和Natalie Portman。 Oatly在欧洲,美国和中国的20多个市场上销售其产品。它主要以燕麦奶产品而闻名,它与包括星巴克在内的美国多家咖啡馆有合作关系。它还通过在线销售产品,并通过Target Corp和Tesco等食品零售商进行销售。 在股票上市之际,以植物为基础的食品行业继续吸引着主流投资者的关注,尤其是在快餐连锁店和高档餐厅创建新菜单以吸引健康和注重环境的食客的时候。 千禧一代和Z世代消费者主导着对植物性食品的大部分需求,他们非常愿意在健康的可持续产品上花费。 悬赏888虎币,你认为<a href=\"https://laohu8.com/S/OTLY\">$Oatly Gro</a>","text":"瑞典植物奶制造商$Oatly Group AB(OTLY)$ 今晚上市,该公司表示,将以每股17美元的价格发行8440万股美国存托股票,这是其定价范围的上限。这意味着该公司的估值为100亿美元,IPO募资达到14亿美元。 摩根士丹利,摩根大通和瑞士信贷是此次发行的主要承销商。 Oatly由里卡德(Rickard)和比约恩·奥斯特(BjörnÖste)兄弟在1990年创立,Oatly的最大股东是比利时投资公司Verlinvest与一家名为Blossoms Key Holdings的实体之间的合作伙伴关系,该实体由中国国有企业华润集团有限公司控制。Verlinvest是酿酒商Anheuser-Busch InBev背后的家族投资公司。私募股权公司黑石集团还拥有Oatly的相当大的股份。 在由私募股权公司黑石集团(Blackstone Group)牵头的星光熠熠的投资回合中筹集了2亿美元,该公司的投资者还包括说唱歌手Jay Z和前星巴克负责人霍华德·舒尔茨(Howard Schultz)、Oprah Winfrey和Natalie Portman。 Oatly在欧洲,美国和中国的20多个市场上销售其产品。它主要以燕麦奶产品而闻名,它与包括星巴克在内的美国多家咖啡馆有合作关系。它还通过在线销售产品,并通过Target Corp和Tesco等食品零售商进行销售。 在股票上市之际,以植物为基础的食品行业继续吸引着主流投资者的关注,尤其是在快餐连锁店和高档餐厅创建新菜单以吸引健康和注重环境的食客的时候。 千禧一代和Z世代消费者主导着对植物性食品的大部分需求,他们非常愿意在健康的可持续产品上花费。 悬赏888虎币,你认为$Oatly 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她加仓了,可以追一阵子。我准备到35-40之间才下车。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328197906","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323195753,"gmtCreate":1615307505872,"gmtModify":1703487205879,"author":{"id":"3494333756882055","authorId":"3494333756882055","name":"Austinsayhi","avatar":"https://static.tigerbbs.com/248d8c462f1db87ea9cdc11fc3173332","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494333756882055","authorIdStr":"3494333756882055"},"themes":[],"htmlText":"为什么要一直乱吹这票 明明有更好选择 <a href=\"https://laohu8.com/S/MILE\">$Metromile, Inc(MILE)$</a>","listText":"为什么要一直乱吹这票 明明有更好选择 <a href=\"https://laohu8.com/S/MILE\">$Metromile, 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Inc.(ROOT)$该股可以放心大胆买入了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329890144","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304900081,"gmtCreate":1605103773343,"gmtModify":1703836236326,"author":{"id":"3494333756882055","authorId":"3494333756882055","name":"Austinsayhi","avatar":"https://static.tigerbbs.com/248d8c462f1db87ea9cdc11fc3173332","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494333756882055","authorIdStr":"3494333756882055"},"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/304900081","repostId":"1176150494","repostType":4,"repost":{"id":"1176150494","pubTimestamp":1605101206,"share":"https://www.laohu8.com/m/news/1176150494?lang=&edition=full","pubTime":"2020-11-11 21:26","market":"us","language":"zh","title":"拜登:最具哥特色彩的美国政客","url":"https://stock-news.laohu8.com/highlight/detail?id=1176150494","media":"奥特快谈","summary":"除了“民主党建制派大佬”、“多边主义旗手”、“奥巴马的好伙伴”这些标签外,《纽约书评》关于拜登的这篇长文展现了其鲜少为人关注的另外两个关键词:哥特式人物 +爱尔兰白人。作为一种发端于中世纪的艺术风格,","content":"<p>除了“民主党建制派大佬”、“多边主义旗手”、“奥巴马的好伙伴”这些标签外,《纽约书评》关于拜登的这篇长文展现了其鲜少为人关注的另外两个关键词:哥特式人物 +爱尔兰白人。</p><p>作为一种发端于中世纪的艺术风格,哥特式往往与死亡、阴郁、悲伤等主题相关。之所以说拜登是美国政坛最具哥特色彩的人物,因为他的个人经历中充满了各种与死亡相关的苦难——1972年,一场车祸夺走了他妻女的生命;2015年,他又白发人送黑发人,送走了他因脑癌复发而去世的儿子博·拜登。</p><p>与死亡相关的痛苦在某种意义上强化了他对痛苦的感知,以至于更能与他人共情,并通过在绝望与痛苦中的“感同身受”成为与他人拉近距离的方式。</p><p>拜登的另一个身份“爱尔兰白人”,其中的白人属性让他更容易融入美国主流社会,而爱尔兰裔背景又让他更容易与黑人等边缘群体打好交道(因为爱尔兰人在历史上也饱受苦难)。</p><p><b>概言之,“哥特式人物”在共情上的长处,以及“爱尔兰白人”在种族与历史身份上的讨巧,让拜登与其他政治人物相比更具备某种意义上的“统战优势”。这也正是拜登为人处世乃至执政风格的核心特点——尽可能避免激烈对抗,而是希望通过用协商的方式和稀泥般地建立统一战线,一点点实现目的。</b></p><p><b>但是,这恰恰又是最可悲之处。拜登之所以常常被人嘲笑为“政治老古董”,因为“协商式政治”、“统战式政治”这种政府运作的理想做法在一个日益极化的时代变得越来越艰难。</b></p><p><b>当政治运作从协商变成站队,当两党之争从为了让国家变得更好变成单纯给对方使绊子,拜登这样活在上个世纪的“传统政治人物”即便可以凭借各路人马对特朗普共同的恨而上台,恐怕也无法在台上走得更远,更难以弥合因极化而产生的裂痕。</b></p><p>正如文章末尾所言,“但是主时钟已经走得太远了。肯尼迪家族已经去世太久了。<b>曾经承诺要让时光倒流的拜登,越来越深刻地体现了时代的无情。”</b></p><p><b>以下为原文内容,部分有删改:</b></p><p>悲情与乔·拜登化为一体。</p><p>“这些年来,我发现”,乔·拜登在他最近出版的畅销回忆录《答应我,爸爸》中写道,“虽然我的存在让那些悲伤时刻历历在目,但它几乎总能给那些遭受突然和意外损失的人带来一些安慰……当我和哀悼的人们交谈时,他们知道我所言来自于我的经历。</p><p>书中最感人的部分不是拜登如何用克制和令人心碎的文字描述他的爱子博·拜登慢慢走向生命终结,而是仅仅出现了两次的有关刘伟唐(音译)的部分。2014年圣诞节前那个周六,纽约市有两名警察被谋杀,刘伟唐的儿子刘文健(音译)是其中一名。拜登曾拜访刘伟唐在布鲁克林的家,以示慰问。</p><p>这位刚刚失去儿子的父亲是来自中国的移民,不怎么会说英语,但拜登察觉到他需要一些与他人身体的接触,需要抚摸来获得安慰:<b>“他偶尔会靠向我,肩膀会碰到我的胳膊……我没有抽开,而是靠了过去,好让他能感觉到我在那儿。”</b></p><p><img src=\"https://static.tigerbbs.com/530beada0dfdfa4132a538f01592658c\" tg-width=\"415\" tg-height=\"623\">刘伟唐与拜登,2014</p><p>当拜登最终离开时,刘伟唐陪他走出家门,在一排站岗的警察面前拥抱了他。“他(刘伟唐)紧紧地抱着我,好长时间,好像舍不得让我走。”<b>五个月后,博·拜登去世,拜登在家乡特拉华州威尔明顿的圣安东尼教堂守灵。他看到,长长的送葬者队伍里,出现了刘伟唐的身影。</b></p><p>两个人都没有说话:<b>“他只是走过来拥抱我。能拥抱一个理解我的人对我来说意义重大。他什么也没说,只是抱着我不放。”</b></p><p>乔·拜登是美国政治史上最具哥特式风格的人物。他似乎一直在被死亡困扰,不仅被他的家庭所承受的私人悲剧困扰,还被一种更广泛的、更广为人知的的失落感困扰。理查德·本·克莱默在对1988年总统初选的经典记述《代价是什么》一书中写到,媒体总用那场严重车祸来不断巩固拜登的悲情人设。</p><p>当时拜登29岁,刚当选参议员不久,他的第一任妻子妮莉亚和女儿在那场车祸中丧生(他的两个儿子,博和亨特也在这场车祸里受了伤)。克莱默说,“每当他们提到拜登的名字时,后面的词儿就像他的标准头衔一样——<b>‘乔·拜登,一个经历了人生悲痛的人’</b>。”</p><p>即使是现在,当亨特·拜登的名字出现在唐纳德·特朗普的弹劾听证会上时,它的背后都仿佛有亡魂在注视:亨特是拜登的已故妻子妮莉亚的娘家姓。</p><p>特朗普抓住亨特在乌克兰能源公司Burisma董事会任职一事不放,而这源于一个无疑值得审查的事实:乔·拜登,在他的回忆录《答应我,爸爸》里详细叙述了他在奥巴马政府时期深入参与了乌克兰关系事务。</p><p>这让人很难相信,亨特和Burisma的关系仅仅是巧合。但这个故事被疯狂地关注,就像许多有关拜登一家的故事一样,充满了恐惧和悲痛。</p><p>这种恐惧是特朗普对拜登成为他在2020年总统大选的竞争对手的恐惧,焦虑的情绪变成疯狂的偏执。这种悲痛促使拜登迫切想要保护他还活着的儿子,不仅是为了他自己,也是为了亨特死去的母亲和弟弟。</p><p>然而,即使这些可怕的损失没有降临到他的家人身上,拜登也会和逝去的人保持非常公开的关系。</p><p>被谋杀的肯尼迪家族一直围绕着他。在他的竞选演讲中,拜登提到了自己和妹妹瓦莱丽(Valerie)在罗伯特·肯尼迪(Robert Kennedy)的葬礼火车经过时曾公开哭泣的情景。<b>在他政治生涯的头几十年里,他的主要目标是让这些逝者(的思想)能够通过他东山再起。</b></p><p>1983年,在大西洋城的新泽西州民主党大会,那场人们第一次把拜登作为一个潜在总统候选人来讨论的演讲中,他向逝去之人所许的愿,倾覆了殿堂:“我们的政治英雄被杀害,并不意味着深埋在我们破碎的心中的梦想已逝。”</p><p>拜登在他2007年出版的回忆录《信守诺言》中写道:“我记得当我说出这句话时房间里的氛围,它对人们的影响像一种身体上的感觉又回流到我身上。我能看到观众在哭。”</p><p>拜登还意识到,在通灵死者时,他允许每个听众“用自己的理解填充我的话……毕竟,每个人在他破碎的心里都埋藏着一些不同的东西。”</p><p><b>在这里,拜登既是一个安慰者,也是一个雄心勃勃的政治家,因为他真正所言的是,肯尼迪家族在他身上延续了下去。</b></p><p>拜登的传记作者朱尔斯·威特盖夫(Jules Witcover)在1987年这样写过拜登,那时后者正处于民主党初选早期,<b>“他把自己塑造成下一个年轻的、正在崛起的约翰·F·肯尼迪,信奉爱尔兰天主教的拜登对爱荷华州欢呼的民主党信徒说……‘我觉得1988年大概会变成1960年’。”</b></p><p></p><p><img src=\"https://static.tigerbbs.com/b6f742b5afed19330d4498e129e71696\" tg-width=\"1080\" tg-height=\"810\">拜登首次参与总统竞选,1988</p><p>当然,那是肯尼迪总统的当选之年。拜登甚至重复了肯尼迪的口号:“让美国再次行动起来。”另一位逝去的肯尼迪家族成员的鬼魂也盘旋在拜登周围。对于1988年那些试图为拜登塑造出一个宏大故事的竞选经理们,克莱默(《代价是什么》的作者)写道:</p><p>“并不是他们想让乔成为罗伯特·肯尼迪,只是碰巧对那个时代,对整整一代人来说,罗伯特·肯尼迪很重要。</p><p>要传递的真正信息是:整整一代人在奋争一个更好的世界中迷失,被淹没,被驱离。20年前,在68年,血腥的68年,蝗虫年,春季攻势,芝加哥公约和理查德·尼克松(Richard Nixon)和马丁·路德·金的被谋杀…鲍比·肯尼迪!这才是重点!现在,整整一代人必须回来,他们必须醒悟!”</p><p>不过这种想法有一些怪异之处。</p><p><b>拜登不仅是已故肯尼迪家族的化身,还是一种政治上的亡灵巫师,召唤着一整代人,他们徘徊在在公民地狱、迷失在民主参与世界中。</b></p><p>拜登也成为了一个可以想象地逆转时间的人,他可以把我们带回到1960年,回到故事的开头,这样故事可以再讲一遍,而没有血淋淋的书页记录。</p><p>然而,最重要的问题是,是什么赋予了拜登权利来做出如此宏大的声明?</p><p>这不是经验的权威——我当时就站在我们被谋杀的英雄身边。在20世纪60年代的两次大规模群众运动中,即反对越南战争和争取民权运动中,乔·拜登显然不在那里。威尔明顿出现了大规模的反战抗议活动,但他似乎没有参加任何抗议活动。大学的延期使他免于被征召去越南的危险。</p><p>1968年和1969年,在马丁·路德·金遇刺而引发的骚乱后,威尔明顿被特拉华国民警卫队军事占领了整整9个月。在《信守诺言》中,拜登回忆说,他每天在去律师事务所上班的路上,都会经过那些“六英尺高、身穿制服、手持步枪的白人士兵”。</p><p>他坦言,在东威尔明顿的黑人社区,这些白人士兵在街道上“徘徊”,而“母亲们害怕她们的孩子会犯一个严重的错误,最终死去。”</p><p>但随后,他把她们的恐惧融入进一段轶事中,这个故事讲述了六年前他在一个黑人区当救生员时,如何第一次结识了黑人。这个非同寻常的政治事件——一个被军事占领的美国城市——变成了一个唤醒同情的亲密故事。</p><p><b>虽然没有亲自参与斗争,但这并没有阻止拜登在竞选总统时为自己编造民权(运动)历史。</b></p><p>克莱默在书中记录了拜登在1988年初选时的言辞:“乔开始了他的生活……他是如何开始民权运动的……还记得吗?游行?还记得当时的感受吗?他们在人群中点头致意,他得到了他们的认可,当然是这样。”</p><p>即使当拜登的助手警告他不要再说这些,因为那不是真的,他还是忍不住继续道:“伙计们,当我开始公共生活时,参加民权运动中,我们游行以改变人们的态度。”</p><p>正如威特盖夫指出的那样,一个显而易见的事实是,“他避免了街头抗议或任何带有非暴力反抗意味的活动。”<b>他是20世纪60年代伟大运动的一个关注观察者,而不是参与者。</b></p><p></p><p><img src=\"https://static.tigerbbs.com/8dfb04dcd56328fa7d4d136e5d51c37b\" tg-width=\"1080\" tg-height=\"1331\">1960年代的拜登</p><p><b>那么,拜登怎么能把自己想象成肯尼迪家族的转世呢?一个词:爱尔兰天主教徒。</b></p><p>他对这一遗产的主张不是经验性的,也不是意识形态化的。它是种族和宗教的。<b>肯尼迪家族定义了爱尔兰裔美国天主教徒的政治身份——白人(即使这个家族明显享有特权),但由于爱尔兰历史的残酷和天主教徒的局外人地位,他们理应不会犯下严重的种族压迫罪行。</b></p><p><b>这个政治身份的承诺是充当跨越美国社会大鸿沟的桥梁,它的主流程度足以与占多数的白人建立联系,但它对过去苦难的记忆也足以与占少数的黑人建立联系。</b>它潜在的吸引力正是拜登所体现的——“对他们痛苦的深刻感受”植根于“对悲伤时代的生动记忆”。</p><p>这是拜登在给自己下定义时所选择的,正如他在整个公共事业生涯中所做的那样:<b>“我认为自己是一名爱尔兰天主教徒。”</b></p><p>这确实是一个选择。</p><p>拜登并不是一个爱尔兰人的名字——在《信守承诺》中,拜登的爱尔兰裔美国姑妈格蒂·布威特(Gertie Blewitt)告诉他:“你父亲不是一个坏人。他只是一个英格兰人。”</p><p>拜登的中间名罗毕内特也不是爱尔兰人的名字。罗毕内特家族是拜登祖母的亲戚,他们在美国的祖先可以追溯到宾夕法尼亚州米迪亚附近的一块土地,这片土地最初是由威廉·佩恩(William Penn)授予的。</p><p><b>所以,如果拜登愿意的话,他本可以把自己塑造成一个纯粹的美国男孩。</b>相反,他认同母亲的种族血统,正如他在《答应我,爸爸》中所说的那样,他将自己看作“梅奥郡的布里维茨人……和劳斯郡的芬尼根人的后裔,这些人住在爱尔兰海一个不稳定的小海湾上”。</p><p><b>毫无疑问,拜登的部分吸引力来自他虔诚的天主教信仰,这也是他最大的安慰。但另一部分是对美国历史及其罪责的巨大逃避。</b>拜登回忆说,那位美国姑妈还曾告诉他,1920年臭名昭著的英国非正规军被派去镇压爱尔兰民族主义叛乱:</p><p>“我上楼躺在床上,她就过来挠着我的背说:‘现在你还记得乔伊关于黑皮肤和棕皮肤人种的事吧?’她从来没有见过黑皮肤和棕褐色皮肤,她对他们一无所知,但她却能一五一十地背出来。</p><p>很明显,有一些移民来到这,他们可以谈论这个问题,他们有亲戚在那里。她出生于1887年。她讲完故事后,我就坐在那儿或躺在床上,只要有一点响声,我就想:‘他们上楼来了’。”</p><p>这是对间接压迫的一个很好的描述。拜登在美国相对富裕的中产阶级家庭长大,后来上的是威尔明顿的阿克米尔中学,这是一所享有特权的自费天主教高中。即使作为一名全国性的政治家,他似乎也在很大程度上受到了反天主教的攻击。</p><p><b>但是,作为一个爱尔兰裔美国天主教徒的好处之一是,你可以把自己与爱尔兰的压迫历史联系在一起,从美国白人的罪恶感中解脱出来。你们的祖宗虽犯罪,但现在并没有犯罪。</b></p><p>就像在1974年,拜登为自己反对在威尔明顿用巴士(载黑人小孩)而辩护时所说的,“我觉得我应该为今天的情况负责,为我自己这一代人的罪恶负责。如果我对三百年前发生的事负有责任,那我就死定了。”</p><p><img src=\"https://static.tigerbbs.com/df218bf35286a5b5db3d2ad8c4a2148e\" tg-width=\"1080\" tg-height=\"810\">拜登,1977</p><p>很明显,他所说的“发生了什么”指的是奴隶制。爱尔兰人怎么能对此负责呢?</p><p><b>不过,最重要的是,身为爱尔兰天主教徒,这创造了肯尼迪家族转世的可能性。</b></p><p>拜登的愿望从他成年时就许下了。他告诉第一任妻子妮莉亚,他将在30岁时成为参议员,然后成为美国总统。他达成第一个愿望完全是通过厚脸皮,与现任共和党人凯尔·博格斯(Cale Boggs)展开较量。</p><p>博格斯连续7次赢得选举,在州和联邦政府任职长达26年。拜登获得提名是因为没有严肃的民主党人想要与博格斯竞选。</p><p>但肯尼迪的魔法奏效了。很明显,拜登认为这可能会一直奏效。克莱默曾在上世纪80年代报道过拜登的一个幻想项目,他打算买一块17英亩的土地而让他的大家庭在一起,只是住在不同的房子里:</p><p>“乔、吉尔和孩子们会住大的那个,然后是招待所……那是一个大院,是……海恩尼斯波特!他可以在《生活》杂志上看到那该死的东西,他现在就可以把照片摆出来…拜登一家,第一家庭。”</p><p><b>和肯尼迪家族一样,这个第一家庭也是王朝式的。</b>拜登在《答应我,爸爸》中写道:“我非常确信博总有一天会竞选总统,在他哥哥的帮助下,他一定会赢。”</p><p>读者可以想象,通过唤起兄弟情谊,亨特可能会接替博。上世纪60年代,因肯尼迪家族被谋杀而被夺走的美国爱尔兰天主教朝(Irish Catholic dynasty),将在80年代卷土重来,而且可能会持续几十年。</p><p>在政治层面上,拜登愿望的第二部分——成为总统——使他成为了一名荒野猎人。</p><p>克拉默在记录1988年总统初选的书中写道,吉尔·拜登(拜登的现任妻子)当时很想知道,“如果乔突然爆发,跑到终点,然后突然跑了进来……然后他们又跑了一遍又一遍。那是她的噩梦:他跑了,靠近了,然后就永远停不下来。”</p><p>她的噩梦变成了现实。拜登填写了1984年新罕布什尔州初选的参选文件,1988年竞选总统提名,2008年再次竞选,2020年又再次参选。</p><p>这里的一个主要问题是,爱尔兰的天主教信仰、年轻和英俊都不足以让拜登成为RFK(罗伯特·肯尼迪)的继承人。</p><p>让我们回到1983年拜登在大西洋城的演讲上,在那次演讲中,拜登提到了被谋杀的英雄。与肯尼迪试图在黑人和白人工人阶级之间建立真正的团结相比,那次演讲对团结的呼吁要苍白得多。</p><p>与RFK一样,拜登将自己定位为一个能够超越阶级、种族、性别和党派的人物,但这一次不是以彻底变革的名义,而仅仅是修辞上的虚构。</p><p><b>他敦促民主党人竞选时“不要以黑人或白人的身份;不要以工人或专家;不要以富人或穷人;不要以男人或女人,甚至不要以民主党人或共和党人,而是作为上帝的子民,为美国梦服务”。最后一句的完全空洞并不意味着超越分裂,而只是逃避权力、特权和系统压迫的所有问题。</b></p><p>拜登最有希望的总统竞选,也是他的第一次竞选,却被罗伯特·肯尼迪给搅乱了。</p><p>拜登遇到了麻烦,因为他被揭露抄袭了当时英国工党领袖尼尔·基诺克(Neil Kinnock)的演讲。但他可能挺过了这场风暴,因为他好几次在使用相同材料之前就已归功于基诺克。</p><p>真正摧毁他的是,在早些时候的一篇演讲中,他逐字逐句地重复了一段RFK攻击“底线”的长篇大论:“底线可以告诉我们关于生活的一切……除了那些让生活有价值的东西。”原创演讲稿的作者亚当·瓦林斯基(Adam Walinsky)指责拜登“假装情绪”。</p><p>然而,没有人能指责拜登假装肯尼迪的特质是悲剧。在这场悲剧中,爱尔兰天主教的梦想还有另一面。为成功而奋斗的这对神秘的孪生兄弟,几乎是希腊人对命运反复无常的理解。肯尼迪家族的辉煌成就伴随着可怕的死亡人数。拜登残酷地忍受了痛苦,但却从未与崛起的魅力相匹配。</p><p>他的手腕上戴着死去儿子的念珠,在黑暗的时刻诵经祷告。它的高潮是对钉在十字架上的基督的母亲发出的绝望呼喊:“可怜的被放逐的夏娃的孩子们,我们向你呼喊。在这泪谷中,我们向你发出叹息、悲哀和哭泣。”</p><p><b>拜登大多数时间都活在泪谷中,在这段漫长的逗留期间,他的爱尔兰身份不仅是一种替代压迫。这是一种构造悲伤的方式。</b></p><p>在《答应我,爸爸》一书中,拜登引用了爱尔兰裔美国政治家丹尼尔·帕特里克·莫伊尼汉(Daniel Patrick Moynihan)的话:“如果不理解生活将把你击倒,就等于不理解生活的爱尔兰性。”</p><p>因此,在博的追悼会上,一个非裔美国人合唱组被选中演奏“欢乐的音乐”时,拜登指出,还有“风笛手加入了爱尔兰人的悲伤哀鸣”。</p><p>在葬礼致辞中,巴拉克·奥巴马(Barack Obama)引用了爱尔兰诗人帕特里克·卡瓦纳(Patrick Kavanagh)的一首歌曲中的一句话,在这首歌中,哀悼就像季节的流逝一样不可避免:“我说过,让悲伤成为黎明时分的一片落叶。”</p><p>爱尔兰人与悲伤有着一种特别熟悉的关系,这一说法是否真实,在这里并不重要。<b>真正重要的是,“爱尔兰人的悲痛哀嚎”是肯尼迪和拜登故事的配乐,在这些故事中,胜利总是被灾难笼罩着。在这种结构中,没有傲慢和复仇的轻松对立。</b></p><p>就像奥巴马在博临终时对拜登说的那样,“生活是如此难以辨别”的意识是公正的——之所以困难,是因为它没有简单地以美好和可怕的形式呈现出来,而是将两者作为孪生兄弟混为一谈。</p><p><img src=\"https://static.tigerbbs.com/27c6d0549903915e60fc460d16e6eb41\" tg-width=\"1080\" tg-height=\"608\">拜登之子博·拜登(中间)</p><p><b>这种意识的政治表现不是美国梦的乐观辞藻;这是一种同理心的政治,在这种政治中,领导人分担公民的痛苦。</b></p><p><b>虽然拜登在运用前者时显得空洞,但他一直是后者的有力践行者</b>。“我们必须为那些感到被遗忘的人说话,”他在《答应我,爸爸》中写道。<b>“他们必须知道我们知晓他们的绝望。”</b></p><p><b>拜登总是更善于让人感到绝望,而不是用具体的、有计划的形式来表达希望。</b></p><p><b>和拜登在一起,同胞之情是切实可感——他感受到了你。令人惊讶的是,他绝对亲力亲为。他把老爱尔兰警察的拍手动作扩展到了肢体接触的全新领域——拥抱。</b></p><p>迈克尔·埃里克·戴森(Michael Eric Dyson)在为史蒂文·莱文斯顿(Steven Levingston)撰写的前言中写道,副总统“通过偶尔给老板(奥巴马)按摩肩膀,强化了他崇高的下属地位”。</p><p>但克莱默注意到,拜登在1987年的一次竞选活动中也对一位匿名女性做过同样的事:“他温柔而果断地把手放在了她身上。在爱荷华州的康瑟尔布拉夫斯!他在她头顶上对着人群讲话时,把双手搭在她的肩膀上,就像他和她同甘共苦一样。”</p><p>也许这并不是一种屈服或统治的姿态,而是一种对联系、触摸和被触摸、安慰和被安慰的渴望。“安慰的行为,”拜登写道,“总是让我感觉好一点,我很渴望感觉好一点。”</p><p>这种搭手的行为有某种宗教的意味。这是一种交流的行为。但它也同时存在着深刻的问题——不仅仅是因为一个显而易见的原因,即在 Me Too时代,触摸太容易引发有关性别、权力和同意的问题,而这显然不是拜登在议会虚情假意或其他场合中能想到的。</p><p>要了解这在实践中会如何发挥作用,可以看看拜登在1991年10月给安妮塔·希尔(Anita Hill)打的电话。</p><p>克拉伦斯·托马斯(Clarence Thomas)曾被老布什提名为最高法院大法官。作为参议院司法委员会主席,拜登负责这一过程。希尔私下写了一份托马斯对她性骚扰的报告。拜登给希尔打电话,正式邀请她在一个仓促安排的公开听证会上作证。</p><p>希尔担心她会否受到保护而不被言语攻击,以及同样站出来指证托马斯的目击者是否也会被要求听证。以下是希尔的描述:</p><p>“‘在我看来,我犯的唯一错误就是没有意识到你承受了多大的压力。我应该早点意识到这一点。’参议员拜登在电话中承认道。‘哦,孩子,我同情你。我希望我不是主席,我是来做你的律师的。’</p><p>当我告诉他我还没有找到法律顾问时,他补充道。我拼命克制着回答的冲动,一边疯狂地记下我们的谈话,希望能得到一些有用的信息。没有什么具体的信息。当他结束谈话时,我几乎能看到他瞬间闪现的微笑,让我们相信这次经历将是愉快的。”</p><p>“<b>哦,孩子,我同情你”是拜登的原话。如果他能通过电话,他肯定会按摩希尔的肩膀。</b>没有理由认为他不老实。问题是他也同情克拉伦斯·托马斯。正如威特盖夫所说,“乔似乎在试图说服法官和他的女对手,他是他们的朋友。”</p><p>在收到希尔的书面指控后,但在她作证之前,拜登在参议院说,“对这位参议员来说,这位提名人的人格毫无疑问……我相信有些事情根本不是问题。”</p><p>随后,他又没有传唤能够证实希尔证词的两名女性——罗斯·乔丹(Rose Jourdain)和安吉拉·赖特(Angela Wright)——出席他的委员会。</p><p>光有感觉是不够的:在托马斯听证会上,有关于性别、权力和公众审议性质的重大问题,而“哦,孩子”一词对于难以回答上述任何一个问题。<img src=\"https://static.tigerbbs.com/b03ff38999770fdc94c3da3761982aae\" tg-width=\"1024\" tg-height=\"768\">因为与女性动作太亲密而备受争议的拜登</p><p>这并不是否认拜登的同情心的力量或诚意。它是真实的、根深蒂固的、从根本上说是正派的。它的核心是一种令人困惑的谦卑,人类在面对死亡时的无助,让生命“如此难以辨别”。</p><p>作为唐纳德·特朗普(Donald Trump)那荒诞夸张的“伟大”的解毒剂,它具有真实的力量。<b>这是一种不同的、更好的方式来谈论悲伤,让痛苦成为一种共有的东西,而不是怨恨的动力。</b></p><p>但是,一种悲伤的政治是否足以抗衡一种不满的政治呢?它能解决结构性不平等带来的真正的不满吗?或者能够解决特朗普助长和体现出来的有害的自怜情绪吗?</p><p><b>作为2020年总统候选人,拜登最重要的吸引力在于,他(尤其是年长的、男性的、白人的)是唯一能够治愈心碎和分裂的美国的人。但他不能一一拥抱选民。美国不可能再变得完整,因为它从来就没有完整过。</b></p><p>拜登的核心信念是,不公正是仁慈和努力的失败:“这个制度没有本质上的错误;我们每个人都应该尽自己的一份力量来使之运转。”</p><p><b>但分裂是真实的、深刻的、结构性的——这不仅仅是一个感情问题。我们需要的不是让每个人都适应权力的平衡,而是改变这种平衡。安慰不是社会变革。仅仅安慰是不够的。</b></p><p>当拜登还是副总统时,他就一直盯着自己官邸外的海军天文台的数字时钟。他在《答应我,爸爸》一书中回忆道:“红色的数字闪烁着,完美地嘀嗒嘀嗒着……这是美国精确的时间,由美国海军天文台的主时钟在不到100码远的地方记录着。”</p><p>年轻的拜登以为他可以将时钟拨回1960年,但主时钟只朝着一个方向走,几十年过去了,这引发了一种意识——拜登总统将没有确切的时间。当他的豪华轿车驶上马萨诸塞大道时,他在脑海中看到:“时钟在我们身后,瞬间消失得无影无踪,但它仍在记录着时间。”</p><p>随着岁月的流逝,拜登在一种宿命感的驱使下,继续朝着总统的梦想努力,岁月流逝间,他的命运变得越来越暗淡,越来越悲惨。开始时满怀希望的事情现在却带着绝望——除了当总统,还有什么能让他的所有痛苦变得有意义呢?</p><p><b>但是主时钟已经走得太远了。肯尼迪家族已经去世太久了。“爱尔兰天主教徒”不再承载着反抗压迫的老弱者的力量。</b></p><p>爱尔兰裔美国政治的重心现在聚集在特朗普周围:米克·穆瓦尼(Mick Mulvaney)、凯莉安妮·康韦(Kellyanne Conway)和布雷特·卡瓦诺(Brett Kavanaugh)。<b>白人的不满情绪淹没了共同悲伤的哀鸣。泪水谷已被吞并,成为享有特权的受苦的白人男性的堡垒。</b></p><p><b>曾经承诺要让时光倒流的拜登,越来越深刻地体现了时代的无情。</b></p>","source":"lsy1605101011424","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>拜登:最具哥特色彩的美国政客</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{ 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}\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拜登:最具哥特色彩的美国政客\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-11 21:26 北京时间 <a href=https://mp.weixin.qq.com/s/NnK_mDm40taNsKOl69E1FQ><strong>奥特快谈</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>除了“民主党建制派大佬”、“多边主义旗手”、“奥巴马的好伙伴”这些标签外,《纽约书评》关于拜登的这篇长文展现了其鲜少为人关注的另外两个关键词:哥特式人物 +爱尔兰白人。作为一种发端于中世纪的艺术风格,哥特式往往与死亡、阴郁、悲伤等主题相关。之所以说拜登是美国政坛最具哥特色彩的人物,因为他的个人经历中充满了各种与死亡相关的苦难——1972年,一场车祸夺走了他妻女的生命;2015年,他又白发人送黑发人...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/NnK_mDm40taNsKOl69E1FQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/530beada0dfdfa4132a538f01592658c","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/NnK_mDm40taNsKOl69E1FQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176150494","content_text":"除了“民主党建制派大佬”、“多边主义旗手”、“奥巴马的好伙伴”这些标签外,《纽约书评》关于拜登的这篇长文展现了其鲜少为人关注的另外两个关键词:哥特式人物 +爱尔兰白人。作为一种发端于中世纪的艺术风格,哥特式往往与死亡、阴郁、悲伤等主题相关。之所以说拜登是美国政坛最具哥特色彩的人物,因为他的个人经历中充满了各种与死亡相关的苦难——1972年,一场车祸夺走了他妻女的生命;2015年,他又白发人送黑发人,送走了他因脑癌复发而去世的儿子博·拜登。与死亡相关的痛苦在某种意义上强化了他对痛苦的感知,以至于更能与他人共情,并通过在绝望与痛苦中的“感同身受”成为与他人拉近距离的方式。拜登的另一个身份“爱尔兰白人”,其中的白人属性让他更容易融入美国主流社会,而爱尔兰裔背景又让他更容易与黑人等边缘群体打好交道(因为爱尔兰人在历史上也饱受苦难)。概言之,“哥特式人物”在共情上的长处,以及“爱尔兰白人”在种族与历史身份上的讨巧,让拜登与其他政治人物相比更具备某种意义上的“统战优势”。这也正是拜登为人处世乃至执政风格的核心特点——尽可能避免激烈对抗,而是希望通过用协商的方式和稀泥般地建立统一战线,一点点实现目的。但是,这恰恰又是最可悲之处。拜登之所以常常被人嘲笑为“政治老古董”,因为“协商式政治”、“统战式政治”这种政府运作的理想做法在一个日益极化的时代变得越来越艰难。当政治运作从协商变成站队,当两党之争从为了让国家变得更好变成单纯给对方使绊子,拜登这样活在上个世纪的“传统政治人物”即便可以凭借各路人马对特朗普共同的恨而上台,恐怕也无法在台上走得更远,更难以弥合因极化而产生的裂痕。正如文章末尾所言,“但是主时钟已经走得太远了。肯尼迪家族已经去世太久了。曾经承诺要让时光倒流的拜登,越来越深刻地体现了时代的无情。”以下为原文内容,部分有删改:悲情与乔·拜登化为一体。“这些年来,我发现”,乔·拜登在他最近出版的畅销回忆录《答应我,爸爸》中写道,“虽然我的存在让那些悲伤时刻历历在目,但它几乎总能给那些遭受突然和意外损失的人带来一些安慰……当我和哀悼的人们交谈时,他们知道我所言来自于我的经历。书中最感人的部分不是拜登如何用克制和令人心碎的文字描述他的爱子博·拜登慢慢走向生命终结,而是仅仅出现了两次的有关刘伟唐(音译)的部分。2014年圣诞节前那个周六,纽约市有两名警察被谋杀,刘伟唐的儿子刘文健(音译)是其中一名。拜登曾拜访刘伟唐在布鲁克林的家,以示慰问。这位刚刚失去儿子的父亲是来自中国的移民,不怎么会说英语,但拜登察觉到他需要一些与他人身体的接触,需要抚摸来获得安慰:“他偶尔会靠向我,肩膀会碰到我的胳膊……我没有抽开,而是靠了过去,好让他能感觉到我在那儿。”刘伟唐与拜登,2014当拜登最终离开时,刘伟唐陪他走出家门,在一排站岗的警察面前拥抱了他。“他(刘伟唐)紧紧地抱着我,好长时间,好像舍不得让我走。”五个月后,博·拜登去世,拜登在家乡特拉华州威尔明顿的圣安东尼教堂守灵。他看到,长长的送葬者队伍里,出现了刘伟唐的身影。两个人都没有说话:“他只是走过来拥抱我。能拥抱一个理解我的人对我来说意义重大。他什么也没说,只是抱着我不放。”乔·拜登是美国政治史上最具哥特式风格的人物。他似乎一直在被死亡困扰,不仅被他的家庭所承受的私人悲剧困扰,还被一种更广泛的、更广为人知的的失落感困扰。理查德·本·克莱默在对1988年总统初选的经典记述《代价是什么》一书中写到,媒体总用那场严重车祸来不断巩固拜登的悲情人设。当时拜登29岁,刚当选参议员不久,他的第一任妻子妮莉亚和女儿在那场车祸中丧生(他的两个儿子,博和亨特也在这场车祸里受了伤)。克莱默说,“每当他们提到拜登的名字时,后面的词儿就像他的标准头衔一样——‘乔·拜登,一个经历了人生悲痛的人’。”即使是现在,当亨特·拜登的名字出现在唐纳德·特朗普的弹劾听证会上时,它的背后都仿佛有亡魂在注视:亨特是拜登的已故妻子妮莉亚的娘家姓。特朗普抓住亨特在乌克兰能源公司Burisma董事会任职一事不放,而这源于一个无疑值得审查的事实:乔·拜登,在他的回忆录《答应我,爸爸》里详细叙述了他在奥巴马政府时期深入参与了乌克兰关系事务。这让人很难相信,亨特和Burisma的关系仅仅是巧合。但这个故事被疯狂地关注,就像许多有关拜登一家的故事一样,充满了恐惧和悲痛。这种恐惧是特朗普对拜登成为他在2020年总统大选的竞争对手的恐惧,焦虑的情绪变成疯狂的偏执。这种悲痛促使拜登迫切想要保护他还活着的儿子,不仅是为了他自己,也是为了亨特死去的母亲和弟弟。然而,即使这些可怕的损失没有降临到他的家人身上,拜登也会和逝去的人保持非常公开的关系。被谋杀的肯尼迪家族一直围绕着他。在他的竞选演讲中,拜登提到了自己和妹妹瓦莱丽(Valerie)在罗伯特·肯尼迪(Robert Kennedy)的葬礼火车经过时曾公开哭泣的情景。在他政治生涯的头几十年里,他的主要目标是让这些逝者(的思想)能够通过他东山再起。1983年,在大西洋城的新泽西州民主党大会,那场人们第一次把拜登作为一个潜在总统候选人来讨论的演讲中,他向逝去之人所许的愿,倾覆了殿堂:“我们的政治英雄被杀害,并不意味着深埋在我们破碎的心中的梦想已逝。”拜登在他2007年出版的回忆录《信守诺言》中写道:“我记得当我说出这句话时房间里的氛围,它对人们的影响像一种身体上的感觉又回流到我身上。我能看到观众在哭。”拜登还意识到,在通灵死者时,他允许每个听众“用自己的理解填充我的话……毕竟,每个人在他破碎的心里都埋藏着一些不同的东西。”在这里,拜登既是一个安慰者,也是一个雄心勃勃的政治家,因为他真正所言的是,肯尼迪家族在他身上延续了下去。拜登的传记作者朱尔斯·威特盖夫(Jules Witcover)在1987年这样写过拜登,那时后者正处于民主党初选早期,“他把自己塑造成下一个年轻的、正在崛起的约翰·F·肯尼迪,信奉爱尔兰天主教的拜登对爱荷华州欢呼的民主党信徒说……‘我觉得1988年大概会变成1960年’。”拜登首次参与总统竞选,1988当然,那是肯尼迪总统的当选之年。拜登甚至重复了肯尼迪的口号:“让美国再次行动起来。”另一位逝去的肯尼迪家族成员的鬼魂也盘旋在拜登周围。对于1988年那些试图为拜登塑造出一个宏大故事的竞选经理们,克莱默(《代价是什么》的作者)写道:“并不是他们想让乔成为罗伯特·肯尼迪,只是碰巧对那个时代,对整整一代人来说,罗伯特·肯尼迪很重要。要传递的真正信息是:整整一代人在奋争一个更好的世界中迷失,被淹没,被驱离。20年前,在68年,血腥的68年,蝗虫年,春季攻势,芝加哥公约和理查德·尼克松(Richard Nixon)和马丁·路德·金的被谋杀…鲍比·肯尼迪!这才是重点!现在,整整一代人必须回来,他们必须醒悟!”不过这种想法有一些怪异之处。拜登不仅是已故肯尼迪家族的化身,还是一种政治上的亡灵巫师,召唤着一整代人,他们徘徊在在公民地狱、迷失在民主参与世界中。拜登也成为了一个可以想象地逆转时间的人,他可以把我们带回到1960年,回到故事的开头,这样故事可以再讲一遍,而没有血淋淋的书页记录。然而,最重要的问题是,是什么赋予了拜登权利来做出如此宏大的声明?这不是经验的权威——我当时就站在我们被谋杀的英雄身边。在20世纪60年代的两次大规模群众运动中,即反对越南战争和争取民权运动中,乔·拜登显然不在那里。威尔明顿出现了大规模的反战抗议活动,但他似乎没有参加任何抗议活动。大学的延期使他免于被征召去越南的危险。1968年和1969年,在马丁·路德·金遇刺而引发的骚乱后,威尔明顿被特拉华国民警卫队军事占领了整整9个月。在《信守诺言》中,拜登回忆说,他每天在去律师事务所上班的路上,都会经过那些“六英尺高、身穿制服、手持步枪的白人士兵”。他坦言,在东威尔明顿的黑人社区,这些白人士兵在街道上“徘徊”,而“母亲们害怕她们的孩子会犯一个严重的错误,最终死去。”但随后,他把她们的恐惧融入进一段轶事中,这个故事讲述了六年前他在一个黑人区当救生员时,如何第一次结识了黑人。这个非同寻常的政治事件——一个被军事占领的美国城市——变成了一个唤醒同情的亲密故事。虽然没有亲自参与斗争,但这并没有阻止拜登在竞选总统时为自己编造民权(运动)历史。克莱默在书中记录了拜登在1988年初选时的言辞:“乔开始了他的生活……他是如何开始民权运动的……还记得吗?游行?还记得当时的感受吗?他们在人群中点头致意,他得到了他们的认可,当然是这样。”即使当拜登的助手警告他不要再说这些,因为那不是真的,他还是忍不住继续道:“伙计们,当我开始公共生活时,参加民权运动中,我们游行以改变人们的态度。”正如威特盖夫指出的那样,一个显而易见的事实是,“他避免了街头抗议或任何带有非暴力反抗意味的活动。”他是20世纪60年代伟大运动的一个关注观察者,而不是参与者。1960年代的拜登那么,拜登怎么能把自己想象成肯尼迪家族的转世呢?一个词:爱尔兰天主教徒。他对这一遗产的主张不是经验性的,也不是意识形态化的。它是种族和宗教的。肯尼迪家族定义了爱尔兰裔美国天主教徒的政治身份——白人(即使这个家族明显享有特权),但由于爱尔兰历史的残酷和天主教徒的局外人地位,他们理应不会犯下严重的种族压迫罪行。这个政治身份的承诺是充当跨越美国社会大鸿沟的桥梁,它的主流程度足以与占多数的白人建立联系,但它对过去苦难的记忆也足以与占少数的黑人建立联系。它潜在的吸引力正是拜登所体现的——“对他们痛苦的深刻感受”植根于“对悲伤时代的生动记忆”。这是拜登在给自己下定义时所选择的,正如他在整个公共事业生涯中所做的那样:“我认为自己是一名爱尔兰天主教徒。”这确实是一个选择。拜登并不是一个爱尔兰人的名字——在《信守承诺》中,拜登的爱尔兰裔美国姑妈格蒂·布威特(Gertie Blewitt)告诉他:“你父亲不是一个坏人。他只是一个英格兰人。”拜登的中间名罗毕内特也不是爱尔兰人的名字。罗毕内特家族是拜登祖母的亲戚,他们在美国的祖先可以追溯到宾夕法尼亚州米迪亚附近的一块土地,这片土地最初是由威廉·佩恩(William Penn)授予的。所以,如果拜登愿意的话,他本可以把自己塑造成一个纯粹的美国男孩。相反,他认同母亲的种族血统,正如他在《答应我,爸爸》中所说的那样,他将自己看作“梅奥郡的布里维茨人……和劳斯郡的芬尼根人的后裔,这些人住在爱尔兰海一个不稳定的小海湾上”。毫无疑问,拜登的部分吸引力来自他虔诚的天主教信仰,这也是他最大的安慰。但另一部分是对美国历史及其罪责的巨大逃避。拜登回忆说,那位美国姑妈还曾告诉他,1920年臭名昭著的英国非正规军被派去镇压爱尔兰民族主义叛乱:“我上楼躺在床上,她就过来挠着我的背说:‘现在你还记得乔伊关于黑皮肤和棕皮肤人种的事吧?’她从来没有见过黑皮肤和棕褐色皮肤,她对他们一无所知,但她却能一五一十地背出来。很明显,有一些移民来到这,他们可以谈论这个问题,他们有亲戚在那里。她出生于1887年。她讲完故事后,我就坐在那儿或躺在床上,只要有一点响声,我就想:‘他们上楼来了’。”这是对间接压迫的一个很好的描述。拜登在美国相对富裕的中产阶级家庭长大,后来上的是威尔明顿的阿克米尔中学,这是一所享有特权的自费天主教高中。即使作为一名全国性的政治家,他似乎也在很大程度上受到了反天主教的攻击。但是,作为一个爱尔兰裔美国天主教徒的好处之一是,你可以把自己与爱尔兰的压迫历史联系在一起,从美国白人的罪恶感中解脱出来。你们的祖宗虽犯罪,但现在并没有犯罪。就像在1974年,拜登为自己反对在威尔明顿用巴士(载黑人小孩)而辩护时所说的,“我觉得我应该为今天的情况负责,为我自己这一代人的罪恶负责。如果我对三百年前发生的事负有责任,那我就死定了。”拜登,1977很明显,他所说的“发生了什么”指的是奴隶制。爱尔兰人怎么能对此负责呢?不过,最重要的是,身为爱尔兰天主教徒,这创造了肯尼迪家族转世的可能性。拜登的愿望从他成年时就许下了。他告诉第一任妻子妮莉亚,他将在30岁时成为参议员,然后成为美国总统。他达成第一个愿望完全是通过厚脸皮,与现任共和党人凯尔·博格斯(Cale Boggs)展开较量。博格斯连续7次赢得选举,在州和联邦政府任职长达26年。拜登获得提名是因为没有严肃的民主党人想要与博格斯竞选。但肯尼迪的魔法奏效了。很明显,拜登认为这可能会一直奏效。克莱默曾在上世纪80年代报道过拜登的一个幻想项目,他打算买一块17英亩的土地而让他的大家庭在一起,只是住在不同的房子里:“乔、吉尔和孩子们会住大的那个,然后是招待所……那是一个大院,是……海恩尼斯波特!他可以在《生活》杂志上看到那该死的东西,他现在就可以把照片摆出来…拜登一家,第一家庭。”和肯尼迪家族一样,这个第一家庭也是王朝式的。拜登在《答应我,爸爸》中写道:“我非常确信博总有一天会竞选总统,在他哥哥的帮助下,他一定会赢。”读者可以想象,通过唤起兄弟情谊,亨特可能会接替博。上世纪60年代,因肯尼迪家族被谋杀而被夺走的美国爱尔兰天主教朝(Irish Catholic dynasty),将在80年代卷土重来,而且可能会持续几十年。在政治层面上,拜登愿望的第二部分——成为总统——使他成为了一名荒野猎人。克拉默在记录1988年总统初选的书中写道,吉尔·拜登(拜登的现任妻子)当时很想知道,“如果乔突然爆发,跑到终点,然后突然跑了进来……然后他们又跑了一遍又一遍。那是她的噩梦:他跑了,靠近了,然后就永远停不下来。”她的噩梦变成了现实。拜登填写了1984年新罕布什尔州初选的参选文件,1988年竞选总统提名,2008年再次竞选,2020年又再次参选。这里的一个主要问题是,爱尔兰的天主教信仰、年轻和英俊都不足以让拜登成为RFK(罗伯特·肯尼迪)的继承人。让我们回到1983年拜登在大西洋城的演讲上,在那次演讲中,拜登提到了被谋杀的英雄。与肯尼迪试图在黑人和白人工人阶级之间建立真正的团结相比,那次演讲对团结的呼吁要苍白得多。与RFK一样,拜登将自己定位为一个能够超越阶级、种族、性别和党派的人物,但这一次不是以彻底变革的名义,而仅仅是修辞上的虚构。他敦促民主党人竞选时“不要以黑人或白人的身份;不要以工人或专家;不要以富人或穷人;不要以男人或女人,甚至不要以民主党人或共和党人,而是作为上帝的子民,为美国梦服务”。最后一句的完全空洞并不意味着超越分裂,而只是逃避权力、特权和系统压迫的所有问题。拜登最有希望的总统竞选,也是他的第一次竞选,却被罗伯特·肯尼迪给搅乱了。拜登遇到了麻烦,因为他被揭露抄袭了当时英国工党领袖尼尔·基诺克(Neil Kinnock)的演讲。但他可能挺过了这场风暴,因为他好几次在使用相同材料之前就已归功于基诺克。真正摧毁他的是,在早些时候的一篇演讲中,他逐字逐句地重复了一段RFK攻击“底线”的长篇大论:“底线可以告诉我们关于生活的一切……除了那些让生活有价值的东西。”原创演讲稿的作者亚当·瓦林斯基(Adam Walinsky)指责拜登“假装情绪”。然而,没有人能指责拜登假装肯尼迪的特质是悲剧。在这场悲剧中,爱尔兰天主教的梦想还有另一面。为成功而奋斗的这对神秘的孪生兄弟,几乎是希腊人对命运反复无常的理解。肯尼迪家族的辉煌成就伴随着可怕的死亡人数。拜登残酷地忍受了痛苦,但却从未与崛起的魅力相匹配。他的手腕上戴着死去儿子的念珠,在黑暗的时刻诵经祷告。它的高潮是对钉在十字架上的基督的母亲发出的绝望呼喊:“可怜的被放逐的夏娃的孩子们,我们向你呼喊。在这泪谷中,我们向你发出叹息、悲哀和哭泣。”拜登大多数时间都活在泪谷中,在这段漫长的逗留期间,他的爱尔兰身份不仅是一种替代压迫。这是一种构造悲伤的方式。在《答应我,爸爸》一书中,拜登引用了爱尔兰裔美国政治家丹尼尔·帕特里克·莫伊尼汉(Daniel Patrick Moynihan)的话:“如果不理解生活将把你击倒,就等于不理解生活的爱尔兰性。”因此,在博的追悼会上,一个非裔美国人合唱组被选中演奏“欢乐的音乐”时,拜登指出,还有“风笛手加入了爱尔兰人的悲伤哀鸣”。在葬礼致辞中,巴拉克·奥巴马(Barack Obama)引用了爱尔兰诗人帕特里克·卡瓦纳(Patrick Kavanagh)的一首歌曲中的一句话,在这首歌中,哀悼就像季节的流逝一样不可避免:“我说过,让悲伤成为黎明时分的一片落叶。”爱尔兰人与悲伤有着一种特别熟悉的关系,这一说法是否真实,在这里并不重要。真正重要的是,“爱尔兰人的悲痛哀嚎”是肯尼迪和拜登故事的配乐,在这些故事中,胜利总是被灾难笼罩着。在这种结构中,没有傲慢和复仇的轻松对立。就像奥巴马在博临终时对拜登说的那样,“生活是如此难以辨别”的意识是公正的——之所以困难,是因为它没有简单地以美好和可怕的形式呈现出来,而是将两者作为孪生兄弟混为一谈。拜登之子博·拜登(中间)这种意识的政治表现不是美国梦的乐观辞藻;这是一种同理心的政治,在这种政治中,领导人分担公民的痛苦。虽然拜登在运用前者时显得空洞,但他一直是后者的有力践行者。“我们必须为那些感到被遗忘的人说话,”他在《答应我,爸爸》中写道。“他们必须知道我们知晓他们的绝望。”拜登总是更善于让人感到绝望,而不是用具体的、有计划的形式来表达希望。和拜登在一起,同胞之情是切实可感——他感受到了你。令人惊讶的是,他绝对亲力亲为。他把老爱尔兰警察的拍手动作扩展到了肢体接触的全新领域——拥抱。迈克尔·埃里克·戴森(Michael Eric Dyson)在为史蒂文·莱文斯顿(Steven Levingston)撰写的前言中写道,副总统“通过偶尔给老板(奥巴马)按摩肩膀,强化了他崇高的下属地位”。但克莱默注意到,拜登在1987年的一次竞选活动中也对一位匿名女性做过同样的事:“他温柔而果断地把手放在了她身上。在爱荷华州的康瑟尔布拉夫斯!他在她头顶上对着人群讲话时,把双手搭在她的肩膀上,就像他和她同甘共苦一样。”也许这并不是一种屈服或统治的姿态,而是一种对联系、触摸和被触摸、安慰和被安慰的渴望。“安慰的行为,”拜登写道,“总是让我感觉好一点,我很渴望感觉好一点。”这种搭手的行为有某种宗教的意味。这是一种交流的行为。但它也同时存在着深刻的问题——不仅仅是因为一个显而易见的原因,即在 Me Too时代,触摸太容易引发有关性别、权力和同意的问题,而这显然不是拜登在议会虚情假意或其他场合中能想到的。要了解这在实践中会如何发挥作用,可以看看拜登在1991年10月给安妮塔·希尔(Anita Hill)打的电话。克拉伦斯·托马斯(Clarence Thomas)曾被老布什提名为最高法院大法官。作为参议院司法委员会主席,拜登负责这一过程。希尔私下写了一份托马斯对她性骚扰的报告。拜登给希尔打电话,正式邀请她在一个仓促安排的公开听证会上作证。希尔担心她会否受到保护而不被言语攻击,以及同样站出来指证托马斯的目击者是否也会被要求听证。以下是希尔的描述:“‘在我看来,我犯的唯一错误就是没有意识到你承受了多大的压力。我应该早点意识到这一点。’参议员拜登在电话中承认道。‘哦,孩子,我同情你。我希望我不是主席,我是来做你的律师的。’当我告诉他我还没有找到法律顾问时,他补充道。我拼命克制着回答的冲动,一边疯狂地记下我们的谈话,希望能得到一些有用的信息。没有什么具体的信息。当他结束谈话时,我几乎能看到他瞬间闪现的微笑,让我们相信这次经历将是愉快的。”“哦,孩子,我同情你”是拜登的原话。如果他能通过电话,他肯定会按摩希尔的肩膀。没有理由认为他不老实。问题是他也同情克拉伦斯·托马斯。正如威特盖夫所说,“乔似乎在试图说服法官和他的女对手,他是他们的朋友。”在收到希尔的书面指控后,但在她作证之前,拜登在参议院说,“对这位参议员来说,这位提名人的人格毫无疑问……我相信有些事情根本不是问题。”随后,他又没有传唤能够证实希尔证词的两名女性——罗斯·乔丹(Rose Jourdain)和安吉拉·赖特(Angela Wright)——出席他的委员会。光有感觉是不够的:在托马斯听证会上,有关于性别、权力和公众审议性质的重大问题,而“哦,孩子”一词对于难以回答上述任何一个问题。因为与女性动作太亲密而备受争议的拜登这并不是否认拜登的同情心的力量或诚意。它是真实的、根深蒂固的、从根本上说是正派的。它的核心是一种令人困惑的谦卑,人类在面对死亡时的无助,让生命“如此难以辨别”。作为唐纳德·特朗普(Donald Trump)那荒诞夸张的“伟大”的解毒剂,它具有真实的力量。这是一种不同的、更好的方式来谈论悲伤,让痛苦成为一种共有的东西,而不是怨恨的动力。但是,一种悲伤的政治是否足以抗衡一种不满的政治呢?它能解决结构性不平等带来的真正的不满吗?或者能够解决特朗普助长和体现出来的有害的自怜情绪吗?作为2020年总统候选人,拜登最重要的吸引力在于,他(尤其是年长的、男性的、白人的)是唯一能够治愈心碎和分裂的美国的人。但他不能一一拥抱选民。美国不可能再变得完整,因为它从来就没有完整过。拜登的核心信念是,不公正是仁慈和努力的失败:“这个制度没有本质上的错误;我们每个人都应该尽自己的一份力量来使之运转。”但分裂是真实的、深刻的、结构性的——这不仅仅是一个感情问题。我们需要的不是让每个人都适应权力的平衡,而是改变这种平衡。安慰不是社会变革。仅仅安慰是不够的。当拜登还是副总统时,他就一直盯着自己官邸外的海军天文台的数字时钟。他在《答应我,爸爸》一书中回忆道:“红色的数字闪烁着,完美地嘀嗒嘀嗒着……这是美国精确的时间,由美国海军天文台的主时钟在不到100码远的地方记录着。”年轻的拜登以为他可以将时钟拨回1960年,但主时钟只朝着一个方向走,几十年过去了,这引发了一种意识——拜登总统将没有确切的时间。当他的豪华轿车驶上马萨诸塞大道时,他在脑海中看到:“时钟在我们身后,瞬间消失得无影无踪,但它仍在记录着时间。”随着岁月的流逝,拜登在一种宿命感的驱使下,继续朝着总统的梦想努力,岁月流逝间,他的命运变得越来越暗淡,越来越悲惨。开始时满怀希望的事情现在却带着绝望——除了当总统,还有什么能让他的所有痛苦变得有意义呢?但是主时钟已经走得太远了。肯尼迪家族已经去世太久了。“爱尔兰天主教徒”不再承载着反抗压迫的老弱者的力量。爱尔兰裔美国政治的重心现在聚集在特朗普周围:米克·穆瓦尼(Mick Mulvaney)、凯莉安妮·康韦(Kellyanne Conway)和布雷特·卡瓦诺(Brett Kavanaugh)。白人的不满情绪淹没了共同悲伤的哀鸣。泪水谷已被吞并,成为享有特权的受苦的白人男性的堡垒。曾经承诺要让时光倒流的拜登,越来越深刻地体现了时代的无情。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303489384,"gmtCreate":1603226400448,"gmtModify":1703829149166,"author":{"id":"3494333756882055","authorId":"3494333756882055","name":"Austinsayhi","avatar":"https://static.tigerbbs.com/248d8c462f1db87ea9cdc11fc3173332","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494333756882055","authorIdStr":"3494333756882055"},"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/303489384","repostId":"974921414","repostType":1,"repost":{"id":974921414,"gmtCreate":1600907841838,"gmtModify":1703822931020,"author":{"id":"3520120256277227","authorId":"3520120256277227","name":"雷递","avatar":"https://static.tigerbbs.com/c1d76d196de1b078825d97644631d0f1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520120256277227","authorIdStr":"3520120256277227"},"themes":[],"title":"处方药折扣平台GoodRx上市:涨50% 市值194亿美元","htmlText":"雷帝网 雷建平 9月24日报道美国处方药折扣平台GoodRx(股票代码为GDRX)昨日在美国纳斯达克上市,发行价为33美元,高于之前的发行区间24到28美元。GoodRx此次发行34,615,384股,募集资金总额为11.42亿美元。这其中,GoodRx出售23,422,727股,现有股东出售11,192,657股。也就是说,GoodRx的现有股东套现3.6亿美元。GoodRx上市获Silver Lake(银湖资本)的加持,在此次IPO过程中,Silver Lake投资1亿美元。上半年净利为5468万美元GoodRx的盈利之道是寻找低价处方药,GoodRx联合创始人Doug Hirsch发现在条件不变情形下,原有保费上涨,收费越来越高,用户需要支付的账单金额越来越大。但患者能得到的医疗服务却越来越少。与中国环境不同,美国问诊费用的高昂以及处方药价格的昂贵,使得约30%处方被搁置。美国人中大约有高达2/3的人因为花费高昂的原因避免或者延迟购买处方药。此外,美国本身有着1/4的人群并没有初级保健医生。每一年,一个典型的美国家庭,在医疗保险和自付费用上支出高达5000美元。因此,GoodRx的初心是为每一个美国人提供负担得起的医疗服务。GoodRx还在2019年其收购了HeyDoctor,为用户提供远程医疗服务。并在2020年推出GoodRx Telehealth Marketplace项目,引入第三方医疗服务提供商为用户提供服务。GoodRx于2020年8月底以6010万美元的价格收购了为零售连锁店提供处方管理服务的Scriptcycle。招股书显示,GoodRx在2016年、2017年、2018年、2019年的营收分别为9937万美元、1.57亿美元、2.5亿美元、3.88亿美元;GoodRx在2020年上半年营收为2.57亿美元,上年同期的营收为1.73亿美元。GoodRx","listText":"雷帝网 雷建平 9月24日报道美国处方药折扣平台GoodRx(股票代码为GDRX)昨日在美国纳斯达克上市,发行价为33美元,高于之前的发行区间24到28美元。GoodRx此次发行34,615,384股,募集资金总额为11.42亿美元。这其中,GoodRx出售23,422,727股,现有股东出售11,192,657股。也就是说,GoodRx的现有股东套现3.6亿美元。GoodRx上市获Silver Lake(银湖资本)的加持,在此次IPO过程中,Silver Lake投资1亿美元。上半年净利为5468万美元GoodRx的盈利之道是寻找低价处方药,GoodRx联合创始人Doug Hirsch发现在条件不变情形下,原有保费上涨,收费越来越高,用户需要支付的账单金额越来越大。但患者能得到的医疗服务却越来越少。与中国环境不同,美国问诊费用的高昂以及处方药价格的昂贵,使得约30%处方被搁置。美国人中大约有高达2/3的人因为花费高昂的原因避免或者延迟购买处方药。此外,美国本身有着1/4的人群并没有初级保健医生。每一年,一个典型的美国家庭,在医疗保险和自付费用上支出高达5000美元。因此,GoodRx的初心是为每一个美国人提供负担得起的医疗服务。GoodRx还在2019年其收购了HeyDoctor,为用户提供远程医疗服务。并在2020年推出GoodRx Telehealth Marketplace项目,引入第三方医疗服务提供商为用户提供服务。GoodRx于2020年8月底以6010万美元的价格收购了为零售连锁店提供处方管理服务的Scriptcycle。招股书显示,GoodRx在2016年、2017年、2018年、2019年的营收分别为9937万美元、1.57亿美元、2.5亿美元、3.88亿美元;GoodRx在2020年上半年营收为2.57亿美元,上年同期的营收为1.73亿美元。GoodRx","text":"雷帝网 雷建平 9月24日报道美国处方药折扣平台GoodRx(股票代码为GDRX)昨日在美国纳斯达克上市,发行价为33美元,高于之前的发行区间24到28美元。GoodRx此次发行34,615,384股,募集资金总额为11.42亿美元。这其中,GoodRx出售23,422,727股,现有股东出售11,192,657股。也就是说,GoodRx的现有股东套现3.6亿美元。GoodRx上市获Silver Lake(银湖资本)的加持,在此次IPO过程中,Silver Lake投资1亿美元。上半年净利为5468万美元GoodRx的盈利之道是寻找低价处方药,GoodRx联合创始人Doug Hirsch发现在条件不变情形下,原有保费上涨,收费越来越高,用户需要支付的账单金额越来越大。但患者能得到的医疗服务却越来越少。与中国环境不同,美国问诊费用的高昂以及处方药价格的昂贵,使得约30%处方被搁置。美国人中大约有高达2/3的人因为花费高昂的原因避免或者延迟购买处方药。此外,美国本身有着1/4的人群并没有初级保健医生。每一年,一个典型的美国家庭,在医疗保险和自付费用上支出高达5000美元。因此,GoodRx的初心是为每一个美国人提供负担得起的医疗服务。GoodRx还在2019年其收购了HeyDoctor,为用户提供远程医疗服务。并在2020年推出GoodRx Telehealth Marketplace项目,引入第三方医疗服务提供商为用户提供服务。GoodRx于2020年8月底以6010万美元的价格收购了为零售连锁店提供处方管理服务的Scriptcycle。招股书显示,GoodRx在2016年、2017年、2018年、2019年的营收分别为9937万美元、1.57亿美元、2.5亿美元、3.88亿美元;GoodRx在2020年上半年营收为2.57亿美元,上年同期的营收为1.73亿美元。GoodRx","images":[{"img":"https://static.tigerbbs.com/e05ed8bc8a6f69f25e3c43358f5dc9cc","width":"640","height":"415"},{"img":"https://static.tigerbbs.com/86dc0bb2425e35929d92b105c18da6c9","width":"640","height":"242"},{"img":"https://static.tigerbbs.com/12a7b68dda0ca4c65adbbe7c7f5e08ca","width":"640","height":"349"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/974921414","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309025673,"gmtCreate":1602504772092,"gmtModify":1703826749960,"author":{"id":"3494333756882055","authorId":"3494333756882055","name":"Austinsayhi","avatar":"https://static.tigerbbs.com/248d8c462f1db87ea9cdc11fc3173332","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494333756882055","authorIdStr":"3494333756882055"},"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/309025673","repostId":"2074095788","repostType":2,"repost":{"id":"2074095788","pubTimestamp":1602476587,"share":"https://www.laohu8.com/m/news/2074095788?lang=&edition=full","pubTime":"2020-10-12 12:23","market":"us","language":"zh","title":"“人造肉”汉堡来了,肯德基在北京等6大城市推出植物肉汉堡","url":"https://stock-news.laohu8.com/highlight/detail?id=2074095788","media":"新京报","summary":"植世代牛肉芝士汉堡售价35元。","content":"<div>\n<p>新京报贝壳财经讯 肯德基官方微博今日宣布,植世代系列今日上线,将在北京、上海、广州等6大城市的210家餐厅推出零胆固醇的植物肉汉堡和鸡块。记者在肯德基APP上看到,植世代牛肉芝士汉堡售价35元,植世代黄金鸡块(4块)售价11元。早在今年4月,肯德基官方微信发布消息称“肯德基植培黄金鸡块横空出世”。据悉,该产品为植物蛋白制品,不含鸡肉。也就是说,这是一款“人造肉”产品,4月底在上海、广州、深圳公开...</p>\n\n<a href=\"http://www.bjnews.com.cn/finance/2020/10/12/776602.html\">Web Link</a>\n\n</div>\n","source":"highlight_bjnews","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>“人造肉”汉堡来了,肯德基在北京等6大城市推出植物肉汉堡</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“人造肉”汉堡来了,肯德基在北京等6大城市推出植物肉汉堡\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-10-12 12:23 北京时间 <a href=http://www.bjnews.com.cn/finance/2020/10/12/776602.html><strong>新京报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新京报贝壳财经讯 肯德基官方微博今日宣布,植世代系列今日上线,将在北京、上海、广州等6大城市的210家餐厅推出零胆固醇的植物肉汉堡和鸡块。记者在肯德基APP上看到,植世代牛肉芝士汉堡售价35元,植世代黄金鸡块(4块)售价11元。早在今年4月,肯德基官方微信发布消息称“肯德基植培黄金鸡块横空出世”。据悉,该产品为植物蛋白制品,不含鸡肉。也就是说,这是一款“人造肉”产品,4月底在上海、广州、深圳公开...</p>\n\n<a href=\"http://www.bjnews.com.cn/finance/2020/10/12/776602.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://media.bjnews.com.cn/image/2020/10/12/4979691425202515381.png","relate_stocks":{"BYND":"Beyond Meat, Inc."},"source_url":"http://www.bjnews.com.cn/finance/2020/10/12/776602.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2074095788","content_text":"新京报贝壳财经讯 肯德基官方微博今日宣布,植世代系列今日上线,将在北京、上海、广州等6大城市的210家餐厅推出零胆固醇的植物肉汉堡和鸡块。记者在肯德基APP上看到,植世代牛肉芝士汉堡售价35元,植世代黄金鸡块(4块)售价11元。早在今年4月,肯德基官方微信发布消息称“肯德基植培黄金鸡块横空出世”。据悉,该产品为植物蛋白制品,不含鸡肉。也就是说,这是一款“人造肉”产品,4月底在上海、广州、深圳公开测评。当天就有股民去互动平台提问双塔食品:肯德基新品植培黄金鸡块,是否与公司有关系?是否有使用公司豌豆蛋白产品?4月21日,双塔食品方面回复:“有间接供货关系,使用的是公司的豌豆蛋白产品。”事实上,4月20日双塔食品的股价已经在上涨,当日收盘涨幅为7.17%。21日,该股票延续涨势,盘中一度触及涨停。而6月起肯德基开启了第二轮植物肉产品公测,共有4个城市的5家门店参与,值得注意的是,第二轮公测不仅扩大了城市范围,产品也做了扩容,除了经典鸡块,肯德基将植物肉的使用延展到汉堡类产品,与全球知名植物肉公司“别样肉客”(Beyond Meat)携手,推出了新品“植培牛肉芝士汉堡”。据介绍,Beyond Meat的产品是从豌豆和大米中提取出蛋白质,类比肉类质感。中国食品产业分析师朱丹蓬曾对新京报记者分析道:“近日,星巴克、肯德基都在推出人造肉产品,主要是植物肉。但是植物肉目前还是一个小众的品类,供给端和需求端存在信息不对称的情况,消费者对于这类产品有新鲜感、好奇心,但是对于其安全性方面也抱有怀疑,因此,尽管人造肉是一个朝阳行业,但是目前依然处于导入期。”编辑 王进雨 校对 刘军","news_type":1},"isVote":1,"tweetType":1,"viewCount":764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300270623,"gmtCreate":1602250222262,"gmtModify":1703826238842,"author":{"id":"3494333756882055","authorId":"3494333756882055","name":"Austinsayhi","avatar":"https://static.tigerbbs.com/248d8c462f1db87ea9cdc11fc3173332","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494333756882055","authorIdStr":"3494333756882055"},"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/300270623","repostId":"977354222","repostType":1,"repost":{"id":977354222,"gmtCreate":1601463048966,"gmtModify":1703824390613,"author":{"id":"3497328009582754","authorId":"3497328009582754","name":"桃李春风益点财","avatar":"https://static.tigerbbs.com/dc8827e0d2ccb8087a4e15cbe447ad5c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497328009582754","authorIdStr":"3497328009582754"},"themes":[],"title":"别了美股!?请抓住新兴市场正在崛起的10年!","htmlText":"Steve Sjuggerud 简介:30年金融从业经验;纽约共同/对冲基金经理;医疗行业投资组合收益419%;科技行业投资组合收益133%;生物科技投资组合收益96%。Greg Diamond 简介:16年金融从业经验;曾管理超350亿美金的养老基金;拥有(MTA)颁发的特许市场技术员(CMT)头衔;专注于监测全球宏观环境,包括股票、货币、大宗商品、期货、利率等大类资产攻略。前言:新兴市场的股票早该受到关注了,过去10年,投资者一直处在美国股市的阴影之下,但现在情况可能已改变了。由于现在新兴市场的的估值非常低,部分投资者放弃了对它的投资,所以现在新兴市场现在是一个显而易见的机会。随着美元跌势的发展,新兴市场或将成为最大的赢家之一。新兴市场可能正处在大幅度反弹的边缘,未来几年,它的表现可能会超过美国股市。投资者切记不能错过这个10年一次的机会。但再次强调,这并不意味着美国股市一定会表现不佳。未来几年美国股市仍可能会大幅上涨,只是新兴市场的上涨潜力可能更大。本文聚焦:1、当前美股表现已碾压新兴市场股票10年2、40年来,美股市场与新兴市场的表现此消彼长3、前瞻一个极端的但还没有被涌入的机会4、极端的悲观情绪都预示着将出现惊人涨幅5、现在新兴市场股票估值比美股便宜太多6、来自美元将持续下跌的助攻,新兴市场更乐观了贝瑞研究声明:本文观点基于公开及历史数据,不作为直接投资建议,仅供交流探讨。贝瑞的长期读者都知道,最大的收益往往来自市场的极端。投资市场出现问题后,虽然通常能自我纠正,但也会矫枉过正。就像一根橡皮筋,拉伸到一定程度后,最终会在另一个方向上折断。如今贝瑞分析师们再次看到了这种情况。市场天平向某一类股票大大倾斜,这是异常的,现在或将出现100%的收益率。本文分析师将向您说明该如何在未来几年把握这个机会以及首先要清楚为什么现在的这个是个大机会。分析师将分享一个简单方法来“一键","listText":"Steve Sjuggerud 简介:30年金融从业经验;纽约共同/对冲基金经理;医疗行业投资组合收益419%;科技行业投资组合收益133%;生物科技投资组合收益96%。Greg Diamond 简介:16年金融从业经验;曾管理超350亿美金的养老基金;拥有(MTA)颁发的特许市场技术员(CMT)头衔;专注于监测全球宏观环境,包括股票、货币、大宗商品、期货、利率等大类资产攻略。前言:新兴市场的股票早该受到关注了,过去10年,投资者一直处在美国股市的阴影之下,但现在情况可能已改变了。由于现在新兴市场的的估值非常低,部分投资者放弃了对它的投资,所以现在新兴市场现在是一个显而易见的机会。随着美元跌势的发展,新兴市场或将成为最大的赢家之一。新兴市场可能正处在大幅度反弹的边缘,未来几年,它的表现可能会超过美国股市。投资者切记不能错过这个10年一次的机会。但再次强调,这并不意味着美国股市一定会表现不佳。未来几年美国股市仍可能会大幅上涨,只是新兴市场的上涨潜力可能更大。本文聚焦:1、当前美股表现已碾压新兴市场股票10年2、40年来,美股市场与新兴市场的表现此消彼长3、前瞻一个极端的但还没有被涌入的机会4、极端的悲观情绪都预示着将出现惊人涨幅5、现在新兴市场股票估值比美股便宜太多6、来自美元将持续下跌的助攻,新兴市场更乐观了贝瑞研究声明:本文观点基于公开及历史数据,不作为直接投资建议,仅供交流探讨。贝瑞的长期读者都知道,最大的收益往往来自市场的极端。投资市场出现问题后,虽然通常能自我纠正,但也会矫枉过正。就像一根橡皮筋,拉伸到一定程度后,最终会在另一个方向上折断。如今贝瑞分析师们再次看到了这种情况。市场天平向某一类股票大大倾斜,这是异常的,现在或将出现100%的收益率。本文分析师将向您说明该如何在未来几年把握这个机会以及首先要清楚为什么现在的这个是个大机会。分析师将分享一个简单方法来“一键","text":"Steve Sjuggerud 简介:30年金融从业经验;纽约共同/对冲基金经理;医疗行业投资组合收益419%;科技行业投资组合收益133%;生物科技投资组合收益96%。Greg Diamond 简介:16年金融从业经验;曾管理超350亿美金的养老基金;拥有(MTA)颁发的特许市场技术员(CMT)头衔;专注于监测全球宏观环境,包括股票、货币、大宗商品、期货、利率等大类资产攻略。前言:新兴市场的股票早该受到关注了,过去10年,投资者一直处在美国股市的阴影之下,但现在情况可能已改变了。由于现在新兴市场的的估值非常低,部分投资者放弃了对它的投资,所以现在新兴市场现在是一个显而易见的机会。随着美元跌势的发展,新兴市场或将成为最大的赢家之一。新兴市场可能正处在大幅度反弹的边缘,未来几年,它的表现可能会超过美国股市。投资者切记不能错过这个10年一次的机会。但再次强调,这并不意味着美国股市一定会表现不佳。未来几年美国股市仍可能会大幅上涨,只是新兴市场的上涨潜力可能更大。本文聚焦:1、当前美股表现已碾压新兴市场股票10年2、40年来,美股市场与新兴市场的表现此消彼长3、前瞻一个极端的但还没有被涌入的机会4、极端的悲观情绪都预示着将出现惊人涨幅5、现在新兴市场股票估值比美股便宜太多6、来自美元将持续下跌的助攻,新兴市场更乐观了贝瑞研究声明:本文观点基于公开及历史数据,不作为直接投资建议,仅供交流探讨。贝瑞的长期读者都知道,最大的收益往往来自市场的极端。投资市场出现问题后,虽然通常能自我纠正,但也会矫枉过正。就像一根橡皮筋,拉伸到一定程度后,最终会在另一个方向上折断。如今贝瑞分析师们再次看到了这种情况。市场天平向某一类股票大大倾斜,这是异常的,现在或将出现100%的收益率。本文分析师将向您说明该如何在未来几年把握这个机会以及首先要清楚为什么现在的这个是个大机会。分析师将分享一个简单方法来“一键","images":[{"img":"https://static.tigerbbs.com/aa716eddc98e334987375194078d4985","width":"400","height":"300"},{"img":"https://static.tigerbbs.com/dd9c1d63cfefda1fa032bdbfa8c954f2","width":"461","height":"300"},{"img":"https://static.tigerbbs.com/61a0386a2483e78910339aa16f5b7b8b","width":"1020","height":"1350"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/977354222","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300222043,"gmtCreate":1602242830282,"gmtModify":1703826204769,"author":{"id":"3494333756882055","authorId":"3494333756882055","name":"Austinsayhi","avatar":"https://static.tigerbbs.com/248d8c462f1db87ea9cdc11fc3173332","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494333756882055","authorIdStr":"3494333756882055"},"themes":[],"htmlText":"//<a href=\"https://laohu8.com/U/20727972514030\">@Tony特别帅</a>: 绝了,这一季度奢侈品股票财报还都真不错,都给出了中国市场放心的信息。 <a href=\"https://laohu8.com/S/LVMUY\">$路易威登(LVMUY)$</a> <a href=\"https://laohu8.com/S/PPRUY\">$Kering SA(PPRUY)$</a> <a href=\"https://laohu8.com/S/HESAF\">$Hermes International SA(HESAF)$</a> <a href=\"https://laohu8.com/S/BRBY.UK\">$巴宝莉(BRBY.UK)$</a>","listText":"//<a href=\"https://laohu8.com/U/20727972514030\">@Tony特别帅</a>: 绝了,这一季度奢侈品股票财报还都真不错,都给出了中国市场放心的信息。 <a href=\"https://laohu8.com/S/LVMUY\">$路易威登(LVMUY)$</a> <a href=\"https://laohu8.com/S/PPRUY\">$Kering SA(PPRUY)$</a> <a href=\"https://laohu8.com/S/HESAF\">$Hermes International SA(HESAF)$</a> <a href=\"https://laohu8.com/S/BRBY.UK\">$巴宝莉(BRBY.UK)$</a>","text":"//@Tony特别帅: 绝了,这一季度奢侈品股票财报还都真不错,都给出了中国市场放心的信息。 $路易威登(LVMUY)$ $Kering SA(PPRUY)$ $Hermes International SA(HESAF)$ $巴宝莉(BRBY.UK)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/300222043","repostId":"374236","repostType":1,"repost":{"id":374236,"gmtCreate":1547042539677,"gmtModify":1704786227874,"author":{"id":"20727972514030","authorId":"20727972514030","name":"Tony特别帅","avatar":"https://static.tigerbbs.com/61f671464b0bc8103579e8d0e2197c48","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"20727972514030","authorIdStr":"20727972514030"},"themes":[],"title":"以奢侈品下跌起始,会以奢侈品上涨终结吗?","htmlText":"开云集团、爱马仕集团和其他欧洲奢侈品公司的股票连续第二天上涨,原因是在美国和中国以乐观的态度结束了为期3天的贸易谈判,商业希望重新燃起。 开云集团$Kering SA(PPRUY)$股价截至巴黎时间上午11点46分上涨3.3%,延续了周二3.6%的涨幅;爱马仕$Hermes International SA(HESAF)$上涨3.1%,$路易威登(LVMUY)$上涨2.2%","listText":"开云集团、爱马仕集团和其他欧洲奢侈品公司的股票连续第二天上涨,原因是在美国和中国以乐观的态度结束了为期3天的贸易谈判,商业希望重新燃起。 开云集团$Kering SA(PPRUY)$股价截至巴黎时间上午11点46分上涨3.3%,延续了周二3.6%的涨幅;爱马仕$Hermes International SA(HESAF)$上涨3.1%,$路易威登(LVMUY)$上涨2.2%","text":"开云集团、爱马仕集团和其他欧洲奢侈品公司的股票连续第二天上涨,原因是在美国和中国以乐观的态度结束了为期3天的贸易谈判,商业希望重新燃起。 开云集团$Kering SA(PPRUY)$股价截至巴黎时间上午11点46分上涨3.3%,延续了周二3.6%的涨幅;爱马仕$Hermes International SA(HESAF)$上涨3.1%,$路易威登(LVMUY)$上涨2.2%","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374236","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":977721338,"gmtCreate":1601884365024,"gmtModify":1703825288354,"author":{"id":"3494333756882055","authorId":"3494333756882055","name":"Austinsayhi","avatar":"https://static.tigerbbs.com/248d8c462f1db87ea9cdc11fc3173332","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494333756882055","authorIdStr":"3494333756882055"},"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/977721338","repostId":"1131317782","repostType":4,"repost":{"id":"1131317782","pubTimestamp":1601883106,"share":"https://www.laohu8.com/m/news/1131317782?lang=&edition=full","pubTime":"2020-10-05 15:31","market":"us","language":"zh","title":"阿里入股全球最大免税商Dufry:10%股份+中国合资公司","url":"https://stock-news.laohu8.com/highlight/detail?id=1131317782","media":"华尔街见闻","summary":"阿里看上了当下最火的免税消费行业,疫情重创了Dufry业绩,双方一拍即合。\n\n媒体报道称,瑞士旅游零售巨头Dufry周一表示,提议增加资本,以此筹资不超过7亿瑞郎(7.63亿美元),阿里巴巴将参与其中","content":"<blockquote>\n 阿里看上了当下最火的免税消费行业,疫情重创了Dufry业绩,双方一拍即合。\n</blockquote>\n<p>媒体报道称,瑞士旅游零售巨头Dufry周一表示,提议增加资本,以此筹资不超过7亿瑞郎(7.63亿美元),<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>将参与其中。阿里巴巴同意购买不超过9.99%的Dufry AG股份。</p>\n<p>两家公司还将在中国成立一家合资公司,将阿里巴巴的数字能力和网络与Dufry在该市场的旅游零售业务结合起来。</p>\n<p>DUFRY是全球最大的免税零售商,总部位于瑞士,拥有近36000名员工,在全球65多个国家和地区开展业务。</p>\n<p>报道称,此番以阿里的合作,将为Dufry在业务受到新冠疫情严重打击之际提供一条生命线。</p>\n<p><b>中外免税市场:冰火两重天</b></p>\n<p>今年上半年,在海南免税政策的推动下,中国国内的免税零售规模急剧膨胀,消费回流趋势明显。免税龙头<a href=\"https://laohu8.com/S/601888\">中国中免</a>销售额飙升至191亿元(约28.6亿美元),在全球免税零售公司的排名从第四升至第一。</p>\n<p><img src=\"https://static.tigerbbs.com/b9af91a1e489691b4f8f552da140b7e8\" tg-width=\"872\" tg-height=\"528\"></p>\n<p>按照这一趋势,中国中免今年将有望取代Dufry,成为全球最大的免税零售商。</p>\n<p>而相比之下,海外免税零售巨头的日子却受到疫情严重冲击,十分惨淡。</p>\n<p>过去六年连续排名第一的瑞士公司Dufry,上半年收入暴跌至15.87亿瑞士法郎(约17.34亿美元),降幅达62%,全球排名也降到第二。</p>\n<p>在疫情最为严重的二季度,国际免税集团更是“团灭”。全球几大免税集团Dufry、拉加代尔、JAT 分别实现旅游零售收入折合4、12、1亿元人民币,分别同比下滑 98%、87%、96%,可谓是“脚踝斩”。</p>\n<p><img src=\"https://static.tigerbbs.com/34adebc43d657c5637203fc39ac7d051\" tg-width=\"1113\" tg-height=\"507\"><img src=\"https://static.tigerbbs.com/52531d1d5f9ed6996b7f48b99e17f3b7\" tg-width=\"1104\" tg-height=\"543\"></p>\n<p>韩国免税业也集体遭到重创。去年全球排名第二的韩国乐天,今年第二季度的销售额为5802亿韩元(约4.9亿美元),同比下降了62%,上半年的销售额为12.5亿美元,排名滑至第三。</p>\n<p>韩国其他免税集团新罗、<a href=\"https://laohu8.com/S/600628\">新世界</a>、Hanatour也遭到重创,免税收入分别同比下滑64%、60%、93%。</p>\n<p><b>惨淡的业绩背后,是免税收入的重要来源机场免税店受到了“毁灭性打击”。</b>海外机场旅客吞吐量同比均下滑九成以上:美国亚特兰大机场 4 月、5 月旅客吞吐量分别同比下滑98.11%、98.08%;英国希思罗机场 4-6 月分别同比下滑 97%、97%、95%;新加坡樟宜机场 4-6 月下滑最为严重,下滑程度均在 99%以上;韩国仁川机场 4-6 月分别同比下滑 97.3%、97.6%、97.0%。</p>\n<p>此次Dufry与阿里合作成立中国公司,正值在海外疫情此起彼伏,业绩跳水之际,Dufry显然希望在中国市场寻找机会。</p>\n<p><b>奢侈品消费回流是大势所趋</b></p>\n<p>中国免税市场前景广阔,国内免税牌照和免税政策不断推进,正是希望引导中国消费者的海外消费回流国内。</p>\n<p>据贝恩咨询预计,2019 年全球个人奢侈品规模可达 2810 亿欧元,同比增长 7%,中国人奢侈品消费依旧是全球奢侈品消费增长的主要动力之一。</p>\n<p>按消费者划分,2019 年中国消费者贡献了全球 35%的奢侈品消费,达983.5 亿欧元;按地区划分,2019 年中国内地的奢侈品消费额仅占全球的 11%,则仅有31%的国人奢侈品消费发生在大陆。</p>\n<p><img src=\"https://static.tigerbbs.com/a14ba33cadc7534028897499dd8036dd\" tg-width=\"1180\" tg-height=\"532\"></p>\n<p>但是从趋势来看,内地奢侈品的渗透率已经在不断提升,此外,疫情期间出境游受限,利好国内奢侈品消费市场,据贝恩咨询预计,2025年内地奢侈品渗透率或可达50%。</p>\n<p><img src=\"https://static.tigerbbs.com/c6c3c6c25e25e4976aa0f76d0bd8e148\" tg-width=\"1167\" tg-height=\"518\"></p>","source":"highlight_wallstreetcn","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>阿里入股全球最大免税商Dufry:10%股份+中国合资公司</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{ 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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阿里入股全球最大免税商Dufry:10%股份+中国合资公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-10-05 15:31 北京时间 <a href=https://wallstreetcn.com/articles/3606654><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>阿里看上了当下最火的免税消费行业,疫情重创了Dufry业绩,双方一拍即合。\n\n媒体报道称,瑞士旅游零售巨头Dufry周一表示,提议增加资本,以此筹资不超过7亿瑞郎(7.63亿美元),阿里巴巴将参与其中。阿里巴巴同意购买不超过9.99%的Dufry AG股份。\n两家公司还将在中国成立一家合资公司,将阿里巴巴的数字能力和网络与Dufry在该市场的旅游零售业务结合起来。\nDUFRY是全球最大的免税零售商...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3606654\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9467fc4ff3820b693be9498222d560be","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://wallstreetcn.com/articles/3606654","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1131317782","content_text":"阿里看上了当下最火的免税消费行业,疫情重创了Dufry业绩,双方一拍即合。\n\n媒体报道称,瑞士旅游零售巨头Dufry周一表示,提议增加资本,以此筹资不超过7亿瑞郎(7.63亿美元),阿里巴巴将参与其中。阿里巴巴同意购买不超过9.99%的Dufry AG股份。\n两家公司还将在中国成立一家合资公司,将阿里巴巴的数字能力和网络与Dufry在该市场的旅游零售业务结合起来。\nDUFRY是全球最大的免税零售商,总部位于瑞士,拥有近36000名员工,在全球65多个国家和地区开展业务。\n报道称,此番以阿里的合作,将为Dufry在业务受到新冠疫情严重打击之际提供一条生命线。\n中外免税市场:冰火两重天\n今年上半年,在海南免税政策的推动下,中国国内的免税零售规模急剧膨胀,消费回流趋势明显。免税龙头中国中免销售额飙升至191亿元(约28.6亿美元),在全球免税零售公司的排名从第四升至第一。\n\n按照这一趋势,中国中免今年将有望取代Dufry,成为全球最大的免税零售商。\n而相比之下,海外免税零售巨头的日子却受到疫情严重冲击,十分惨淡。\n过去六年连续排名第一的瑞士公司Dufry,上半年收入暴跌至15.87亿瑞士法郎(约17.34亿美元),降幅达62%,全球排名也降到第二。\n在疫情最为严重的二季度,国际免税集团更是“团灭”。全球几大免税集团Dufry、拉加代尔、JAT 分别实现旅游零售收入折合4、12、1亿元人民币,分别同比下滑 98%、87%、96%,可谓是“脚踝斩”。\n\n韩国免税业也集体遭到重创。去年全球排名第二的韩国乐天,今年第二季度的销售额为5802亿韩元(约4.9亿美元),同比下降了62%,上半年的销售额为12.5亿美元,排名滑至第三。\n韩国其他免税集团新罗、新世界、Hanatour也遭到重创,免税收入分别同比下滑64%、60%、93%。\n惨淡的业绩背后,是免税收入的重要来源机场免税店受到了“毁灭性打击”。海外机场旅客吞吐量同比均下滑九成以上:美国亚特兰大机场 4 月、5 月旅客吞吐量分别同比下滑98.11%、98.08%;英国希思罗机场 4-6 月分别同比下滑 97%、97%、95%;新加坡樟宜机场 4-6 月下滑最为严重,下滑程度均在 99%以上;韩国仁川机场 4-6 月分别同比下滑 97.3%、97.6%、97.0%。\n此次Dufry与阿里合作成立中国公司,正值在海外疫情此起彼伏,业绩跳水之际,Dufry显然希望在中国市场寻找机会。\n奢侈品消费回流是大势所趋\n中国免税市场前景广阔,国内免税牌照和免税政策不断推进,正是希望引导中国消费者的海外消费回流国内。\n据贝恩咨询预计,2019 年全球个人奢侈品规模可达 2810 亿欧元,同比增长 7%,中国人奢侈品消费依旧是全球奢侈品消费增长的主要动力之一。\n按消费者划分,2019 年中国消费者贡献了全球 35%的奢侈品消费,达983.5 亿欧元;按地区划分,2019 年中国内地的奢侈品消费额仅占全球的 11%,则仅有31%的国人奢侈品消费发生在大陆。\n\n但是从趋势来看,内地奢侈品的渗透率已经在不断提升,此外,疫情期间出境游受限,利好国内奢侈品消费市场,据贝恩咨询预计,2025年内地奢侈品渗透率或可达50%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":974785898,"gmtCreate":1601310306514,"gmtModify":1703823962748,"author":{"id":"3494333756882055","authorId":"3494333756882055","name":"Austinsayhi","avatar":"https://static.tigerbbs.com/248d8c462f1db87ea9cdc11fc3173332","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494333756882055","authorIdStr":"3494333756882055"},"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/974785898","repostId":"974656956","repostType":1,"repost":{"id":974656956,"gmtCreate":1601044021666,"gmtModify":1703823469485,"author":{"id":"3524105581449289","authorId":"3524105581449289","name":"扑克投资家","avatar":"https://static.tigerbbs.com/ca993284400c72bf022739f5328f46cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3524105581449289","authorIdStr":"3524105581449289"},"themes":[],"title":"“周期女王”李蓓:桥水到中国来,大概率我业绩比他好","htmlText":"作 者 | 沈晖 来 源 | 远川研究所 从李蓓的办公室环绕的落地窗望出去,是郁郁葱葱的绿地和那标志性的陆家嘴三件套。在窗边摆满了李蓓精心打理的花草。 整个办公室毫无尖锐的线条,充盈着质朴的味道,木质的书架满是古朴味的文学典籍,桌面上仪式感地放着刚沏好的普洱和一盘新鲜蔬果。 整个环境透露出私募女掌门的淡雅从容,抱朴存真。 半夏投资李蓓 在主动股票策略单边做多为主的中国资本市场,可以多品类跨境多空交易的宏观对冲策略似乎是一个新奇的存在。很多中国投资者对其印象仍然停留在97年索罗斯和朱肯米勒纵横东南亚的场景,心中不免油然而生一种高大上之感。 其实宏观对冲基金,在国内早已开始蓬勃发展,已经形成了一批颇具水准的投资机构,培养了一批颇具实力的基金经理,半夏投资的李蓓就是代表人物之一。 大家关注李蓓常常是因为李蓓塑造了一个金融圈“网红”的形象,每每在市场关键拐点之时发表自己鲜明的观点,引来市场热议。其实,李蓓从早年在泓湖担任基金经理,到如今创立半夏,已经陪伴宏观对冲策略走过了近10个年头,并在这魔幻的2020年收货了不错的业绩。 用李蓓的话简单理解,国内的宏观对冲策略就是基于宏观的框架,根据人脑的主观判断,运用股票、债券和商品三个资产类别进行做多和做空两个方向的交易决策。 为了让投资者们更加深入的了解宏观对冲基金的概念,并运用宏观视角“自上而下”地来看待投资。远川研究所对半夏投资创始人李蓓进行了一次专访,李蓓运用它独特的经历和投资理念,为我们展现了另一种角度看待资本市场的方式。 本次专访,李蓓有以下几项核心观点: 1. 金融危机令我认识到,只做多肯定是不行的,只选股也是不行的。 2. 其实很多做股票的人,他们是享受了宏观大趋势的福利,但是他不自知。 3. 客观来说我觉得科技股还是非常有技术门槛的,普通人难以看懂,而且这个东西的变化太快,","listText":"作 者 | 沈晖 来 源 | 远川研究所 从李蓓的办公室环绕的落地窗望出去,是郁郁葱葱的绿地和那标志性的陆家嘴三件套。在窗边摆满了李蓓精心打理的花草。 整个办公室毫无尖锐的线条,充盈着质朴的味道,木质的书架满是古朴味的文学典籍,桌面上仪式感地放着刚沏好的普洱和一盘新鲜蔬果。 整个环境透露出私募女掌门的淡雅从容,抱朴存真。 半夏投资李蓓 在主动股票策略单边做多为主的中国资本市场,可以多品类跨境多空交易的宏观对冲策略似乎是一个新奇的存在。很多中国投资者对其印象仍然停留在97年索罗斯和朱肯米勒纵横东南亚的场景,心中不免油然而生一种高大上之感。 其实宏观对冲基金,在国内早已开始蓬勃发展,已经形成了一批颇具水准的投资机构,培养了一批颇具实力的基金经理,半夏投资的李蓓就是代表人物之一。 大家关注李蓓常常是因为李蓓塑造了一个金融圈“网红”的形象,每每在市场关键拐点之时发表自己鲜明的观点,引来市场热议。其实,李蓓从早年在泓湖担任基金经理,到如今创立半夏,已经陪伴宏观对冲策略走过了近10个年头,并在这魔幻的2020年收货了不错的业绩。 用李蓓的话简单理解,国内的宏观对冲策略就是基于宏观的框架,根据人脑的主观判断,运用股票、债券和商品三个资产类别进行做多和做空两个方向的交易决策。 为了让投资者们更加深入的了解宏观对冲基金的概念,并运用宏观视角“自上而下”地来看待投资。远川研究所对半夏投资创始人李蓓进行了一次专访,李蓓运用它独特的经历和投资理念,为我们展现了另一种角度看待资本市场的方式。 本次专访,李蓓有以下几项核心观点: 1. 金融危机令我认识到,只做多肯定是不行的,只选股也是不行的。 2. 其实很多做股票的人,他们是享受了宏观大趋势的福利,但是他不自知。 3. 客观来说我觉得科技股还是非常有技术门槛的,普通人难以看懂,而且这个东西的变化太快,","text":"作 者 | 沈晖 来 源 | 远川研究所 从李蓓的办公室环绕的落地窗望出去,是郁郁葱葱的绿地和那标志性的陆家嘴三件套。在窗边摆满了李蓓精心打理的花草。 整个办公室毫无尖锐的线条,充盈着质朴的味道,木质的书架满是古朴味的文学典籍,桌面上仪式感地放着刚沏好的普洱和一盘新鲜蔬果。 整个环境透露出私募女掌门的淡雅从容,抱朴存真。 半夏投资李蓓 在主动股票策略单边做多为主的中国资本市场,可以多品类跨境多空交易的宏观对冲策略似乎是一个新奇的存在。很多中国投资者对其印象仍然停留在97年索罗斯和朱肯米勒纵横东南亚的场景,心中不免油然而生一种高大上之感。 其实宏观对冲基金,在国内早已开始蓬勃发展,已经形成了一批颇具水准的投资机构,培养了一批颇具实力的基金经理,半夏投资的李蓓就是代表人物之一。 大家关注李蓓常常是因为李蓓塑造了一个金融圈“网红”的形象,每每在市场关键拐点之时发表自己鲜明的观点,引来市场热议。其实,李蓓从早年在泓湖担任基金经理,到如今创立半夏,已经陪伴宏观对冲策略走过了近10个年头,并在这魔幻的2020年收货了不错的业绩。 用李蓓的话简单理解,国内的宏观对冲策略就是基于宏观的框架,根据人脑的主观判断,运用股票、债券和商品三个资产类别进行做多和做空两个方向的交易决策。 为了让投资者们更加深入的了解宏观对冲基金的概念,并运用宏观视角“自上而下”地来看待投资。远川研究所对半夏投资创始人李蓓进行了一次专访,李蓓运用它独特的经历和投资理念,为我们展现了另一种角度看待资本市场的方式。 本次专访,李蓓有以下几项核心观点: 1. 金融危机令我认识到,只做多肯定是不行的,只选股也是不行的。 2. 其实很多做股票的人,他们是享受了宏观大趋势的福利,但是他不自知。 3. 客观来说我觉得科技股还是非常有技术门槛的,普通人难以看懂,而且这个东西的变化太快,","images":[{"img":"https://static.tigerbbs.com/d5e5ab4642924ab296c53893a56b0c9f","width":"900","height":"360"},{"img":"https://static.tigerbbs.com/e08b3a1ae14242688eff6f5ea622694b","width":"900","height":"360"},{"img":"https://static.tigerbbs.com/00e9fed95d3c4786930aaea15d238f1c","width":"900","height":"360"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/974656956","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":940930243,"gmtCreate":1593623778982,"gmtModify":1704202655245,"author":{"id":"3494333756882055","authorId":"3494333756882055","name":"Austinsayhi","avatar":"https://static.tigerbbs.com/248d8c462f1db87ea9cdc11fc3173332","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494333756882055","authorIdStr":"3494333756882055"},"themes":[],"htmlText":"<a 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<a href=\"https://laohu8.com/U/3484536045691836\">@科迪勒拉Biotech</a><a href=\"https://laohu8.com/S/SAVA\">$Cassava Sciences Inc(SAVA)$</a>网路上很罕见能遇到一位理智乐观又认真钻研的投资高手,来到老虎社群后,我最感谢这位大佬","listText":" <a href=\"https://laohu8.com/U/3484536045691836\">@科迪勒拉Biotech</a><a href=\"https://laohu8.com/S/SAVA\">$Cassava Sciences Inc(SAVA)$</a>网路上很罕见能遇到一位理智乐观又认真钻研的投资高手,来到老虎社群后,我最感谢这位大佬","text":"@科迪勒拉Biotech$Cassava Sciences Inc(SAVA)$网路上很罕见能遇到一位理智乐观又认真钻研的投资高手,来到老虎社群后,我最感谢这位大佬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/175556608","repostId":"171765997","repostType":1,"repost":{"id":171765997,"gmtCreate":1626765853319,"gmtModify":1627483715233,"author":{"id":"3484536045691836","authorId":"3484536045691836","name":"科迪勒拉","avatar":"https://static.tigerbbs.com/856f04bd0b055f6769e058b1751b7600","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484536045691836","authorIdStr":"3484536045691836"},"themes":[],"title":"SAVA:Boom! 我们正在前往1000美元pps的路上","htmlText":"我宁在穷乡僻壤的高卢称王,也不甘在罗马居于人后 ---凯撒 为SAVA持股者做个战前动员!小王博士、pomelowww博士、2虎仔仔、nova、 MK、 Lasers、winbull、不会飞的猪、赵山河、将大善人----9天后,我们将要渡过“卢比孔”河,I believe we will be handsomely rewarded for our DD and tenacity of holding on.截止今天,SAVA<a target=\"_blank\" href=\"https://laohu8.com/S/SAVA\">$Cassava Sciences Inc(SAVA)$</a> 一直在正确的道路上前进。尽管没有什么是绝对可靠的,事情可能会出错。但对空头来说,下周的数据公布基本上是一起灭绝级别事件。SAVA有机会在几天内涨至400美元pps(160亿美元MC), 并向1000美元进军(400亿美元MC)。支持此目标的连串催化剂就在不远之前方:1 simufilam和 SavaDx的数据公布,CEO先前已经定性这是一个大满贯 他还说了:我了知科学,我知道数据,我了解病症,这个东西看起来大有希望,我不会只说大话而没有行动。2 突破性疗法指定BTD在下半年的批复及随后的加速审批申报。3 关于欧盟及世界其他地区的合作协议将不期而至,此等合作可为SAVA带来10-20亿美元的特许权预付款,而最大的馅饼(美国市场)将由SAVA独享。4 启动 simufilam治疗神经领域其它适应症的研发,包括血管性痴呆,路易体痴呆,帕金森病,亨廷顿病,ALS和Retts综合征.....5 某大药企发出收购要约,或者多家大药企展开竞标战。I come,I see,I conquer.","listText":"我宁在穷乡僻壤的高卢称王,也不甘在罗马居于人后 ---凯撒 为SAVA持股者做个战前动员!小王博士、pomelowww博士、2虎仔仔、nova、 MK、 Lasers、winbull、不会飞的猪、赵山河、将大善人----9天后,我们将要渡过“卢比孔”河,I believe we will be handsomely rewarded for our DD and tenacity of holding on.截止今天,SAVA<a target=\"_blank\" href=\"https://laohu8.com/S/SAVA\">$Cassava Sciences Inc(SAVA)$</a> 一直在正确的道路上前进。尽管没有什么是绝对可靠的,事情可能会出错。但对空头来说,下周的数据公布基本上是一起灭绝级别事件。SAVA有机会在几天内涨至400美元pps(160亿美元MC), 并向1000美元进军(400亿美元MC)。支持此目标的连串催化剂就在不远之前方:1 simufilam和 SavaDx的数据公布,CEO先前已经定性这是一个大满贯 他还说了:我了知科学,我知道数据,我了解病症,这个东西看起来大有希望,我不会只说大话而没有行动。2 突破性疗法指定BTD在下半年的批复及随后的加速审批申报。3 关于欧盟及世界其他地区的合作协议将不期而至,此等合作可为SAVA带来10-20亿美元的特许权预付款,而最大的馅饼(美国市场)将由SAVA独享。4 启动 simufilam治疗神经领域其它适应症的研发,包括血管性痴呆,路易体痴呆,帕金森病,亨廷顿病,ALS和Retts综合征.....5 某大药企发出收购要约,或者多家大药企展开竞标战。I come,I see,I conquer.","text":"我宁在穷乡僻壤的高卢称王,也不甘在罗马居于人后 ---凯撒 为SAVA持股者做个战前动员!小王博士、pomelowww博士、2虎仔仔、nova、 MK、 Lasers、winbull、不会飞的猪、赵山河、将大善人----9天后,我们将要渡过“卢比孔”河,I believe we will be handsomely rewarded for our DD and tenacity of holding on.截止今天,SAVA$Cassava Sciences Inc(SAVA)$ 一直在正确的道路上前进。尽管没有什么是绝对可靠的,事情可能会出错。但对空头来说,下周的数据公布基本上是一起灭绝级别事件。SAVA有机会在几天内涨至400美元pps(160亿美元MC), 并向1000美元进军(400亿美元MC)。支持此目标的连串催化剂就在不远之前方:1 simufilam和 SavaDx的数据公布,CEO先前已经定性这是一个大满贯 他还说了:我了知科学,我知道数据,我了解病症,这个东西看起来大有希望,我不会只说大话而没有行动。2 突破性疗法指定BTD在下半年的批复及随后的加速审批申报。3 关于欧盟及世界其他地区的合作协议将不期而至,此等合作可为SAVA带来10-20亿美元的特许权预付款,而最大的馅饼(美国市场)将由SAVA独享。4 启动 simufilam治疗神经领域其它适应症的研发,包括血管性痴呆,路易体痴呆,帕金森病,亨廷顿病,ALS和Retts综合征.....5 某大药企发出收购要约,或者多家大药企展开竞标战。I come,I see,I conquer.","images":[{"img":"https://static.tigerbbs.com/912ea8257f55a7440e8e22c2fbab41cc","width":"641","height":"321"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/171765997","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2792,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3484536045691836","authorId":"3484536045691836","name":"科迪勒拉","avatar":"https://static.tigerbbs.com/856f04bd0b055f6769e058b1751b7600","crmLevel":3,"crmLevelSwitch":0,"idStr":"3484536045691836","authorIdStr":"3484536045691836"},"content":"[微笑]共同进步!","text":"[微笑]共同进步!","html":"[微笑]共同进步!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":102446849,"gmtCreate":1620238138481,"gmtModify":1620238138481,"author":{"id":"3494333756882055","authorId":"3494333756882055","name":"Austinsayhi","avatar":"https://static.tigerbbs.com/248d8c462f1db87ea9cdc11fc3173332","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494333756882055","authorIdStr":"3494333756882055"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/PPRUY\">$Kering SA(PPRUY)$</a> <a href=\"https://laohu8.com/S/HESAF\">$Hermes International SA(HESAF)$</a> <a href=\"https://laohu8.com/S/BRBY.UK\">$巴宝莉(BRBY.UK)$</a>","listText":"//<a href=\"https://laohu8.com/U/20727972514030\">@Tony特别帅</a>: 绝了,这一季度奢侈品股票财报还都真不错,都给出了中国市场放心的信息。 <a href=\"https://laohu8.com/S/LVMUY\">$路易威登(LVMUY)$</a> <a href=\"https://laohu8.com/S/PPRUY\">$Kering SA(PPRUY)$</a> <a href=\"https://laohu8.com/S/HESAF\">$Hermes International SA(HESAF)$</a> <a href=\"https://laohu8.com/S/BRBY.UK\">$巴宝莉(BRBY.UK)$</a>","text":"//@Tony特别帅: 绝了,这一季度奢侈品股票财报还都真不错,都给出了中国市场放心的信息。 $路易威登(LVMUY)$ $Kering SA(PPRUY)$ $Hermes International SA(HESAF)$ 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PLC(SGRO.UK)$</a>只投资大仓库、然后把仓库租赁给大公司和电商巨头如<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>和<a href=\"https://laohu8.com/S/OCDO.UK\">$OCADO GROUP PLC(OCDO.UK)$</a>SEGRO刚刚花2亿英镑买一个新的伦敦仓库以公司还有大发展计划:SEGRO刚刚发8.2千万新股、筹资6.8亿英镑。SEGRO打算用这个钱继续开发新的房产项目[暗中观察] 公司每年两次支付股息、公司5月对每股支付10.1 GBX (请注意100 GBX 便士等于一个英镑GBP)下一次支付股息是9月、当时公司打算支付6.9 GBX (去年同期支付6.3 GBX) <a href=\"https://laohu8.com/S/SGRO.UK\">$SEGRO PLC(SGRO.UK)$</a>的财务管理很保守、现金余额为30亿英镑、净债务为29亿英镑[哇塞] <a href=\"https://laohu8.com/S/SPG\">$西蒙地产(SPG)$</a><a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a><a href=\"https://laohu8.com/S/BLND.UK\">$英国土地公司(BLND.UK)$</a><a href=\"https://laohu8.com/S/00823\">$领展</a>","listText":"//<a href=\"https://laohu8.com/U/3528966054893519\">@小虎说英股</a>: 英国最大的房地产投资信托基金打算提高股息9.5%[财迷] <a href=\"https://laohu8.com/S/SGRO.UK\">$SEGRO PLC(SGRO.UK)$</a>只投资大仓库、然后把仓库租赁给大公司和电商巨头如<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>和<a href=\"https://laohu8.com/S/OCDO.UK\">$OCADO GROUP PLC(OCDO.UK)$</a>SEGRO刚刚花2亿英镑买一个新的伦敦仓库以公司还有大发展计划:SEGRO刚刚发8.2千万新股、筹资6.8亿英镑。SEGRO打算用这个钱继续开发新的房产项目[暗中观察] 公司每年两次支付股息、公司5月对每股支付10.1 GBX (请注意100 GBX 便士等于一个英镑GBP)下一次支付股息是9月、当时公司打算支付6.9 GBX (去年同期支付6.3 GBX) <a href=\"https://laohu8.com/S/SGRO.UK\">$SEGRO PLC(SGRO.UK)$</a>的财务管理很保守、现金余额为30亿英镑、净债务为29亿英镑[哇塞] <a href=\"https://laohu8.com/S/SPG\">$西蒙地产(SPG)$</a><a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a><a href=\"https://laohu8.com/S/BLND.UK\">$英国土地公司(BLND.UK)$</a><a href=\"https://laohu8.com/S/00823\">$领展</a>","text":"//@小虎说英股: 英国最大的房地产投资信托基金打算提高股息9.5%[财迷] $SEGRO PLC(SGRO.UK)$只投资大仓库、然后把仓库租赁给大公司和电商巨头如$亚马逊(AMZN)$和$OCADO GROUP PLC(OCDO.UK)$SEGRO刚刚花2亿英镑买一个新的伦敦仓库以公司还有大发展计划:SEGRO刚刚发8.2千万新股、筹资6.8亿英镑。SEGRO打算用这个钱继续开发新的房产项目[暗中观察] 公司每年两次支付股息、公司5月对每股支付10.1 GBX (请注意100 GBX 便士等于一个英镑GBP)下一次支付股息是9月、当时公司打算支付6.9 GBX (去年同期支付6.3 GBX) $SEGRO PLC(SGRO.UK)$的财务管理很保守、现金余额为30亿英镑、净债务为29亿英镑[哇塞] $西蒙地产(SPG)$$伯克希尔B(BRK.B)$$英国土地公司(BLND.UK)$$领展","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/942279697","repostId":"917815376","repostType":1,"repost":{"id":917815376,"gmtCreate":1581685119095,"gmtModify":1704344992091,"author":{"id":"3528966054893519","authorId":"3528966054893519","name":"小虎说英股","avatar":"https://static.tigerbbs.com/b444754ad4cb8cbfaf0dcb4fb2537c79","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3528966054893519","authorIdStr":"3528966054893519"},"themes":[],"title":"英股财报季:英国最大REIT的2019年财报好好,股息要涨10%","htmlText":"市值100亿英镑💷<a target=\"_blank\" href=\"https://laohu8.com/S/SGRO.UK\">$SEGRO PLC(SGRO.UK)$</a> 是全英国市值最大REIT房地产投资信托基金。SEGRO基金在英国和欧洲管理8百万平方米房产以及公司持有房产的总价值为102亿英镑。那SEGRO的关键业务是管理各种各样的仓库。以下图片显示公司的关键业务, 两个仓库在意大利🇮🇹和英国。基本上SEGRO基金开发和管理许多仓库,当一个大房东,然后收到租赁费,最后把租赁费成为股息,发给股东。SEGRO基金也会买卖仓库和房地并进行建设。 小虎们可以看以下介绍关于REITs房地产投资信托基金:英国和美国有一个特殊的房地产公司名叫REAL ESTATE INVESTMENT TRUST - REIT房地产投资信托基金。 REITs与普通房地产公司的股票不一样,在美国和英国,REITs有一个特殊公司架构,必须把90%的利润作为股息支付给股东。REITs的交易方式跟普通股票一样。总的来说REITs结合了证券与固定收益的两种特性,投资REITs与直接投资房产相比,降低了很多门槛。在海外,特别的在英国和美国,有许多REITs当商场,大厦,住宅,仓库之类的房东,然后它们把租赁费还给REIT的股东。REITs也经常会买卖房产和建设新的大楼。房地产投资信托基金会用自己的资本或信贷买卖房产,基金也可以销售新股筹资。房地产投资信托基金的交易方式跟股票一样。所以投资房地产投资信托基金时,投资者经常注意股息回报率,和的总资产。房地产投资信托基金也有特殊会计规章, 它们的利润表会包括租赁费和基金持有房产的价值波动。如果房地产投资信托基金持有房产的总价值上涨,基金的收入也会上涨(这样可以在短期歪曲EPS每股收益)。因为房地产投资信托基金必须要把它们90%的利润成为股息以","listText":"市值100亿英镑💷<a target=\"_blank\" href=\"https://laohu8.com/S/SGRO.UK\">$SEGRO PLC(SGRO.UK)$</a> 是全英国市值最大REIT房地产投资信托基金。SEGRO基金在英国和欧洲管理8百万平方米房产以及公司持有房产的总价值为102亿英镑。那SEGRO的关键业务是管理各种各样的仓库。以下图片显示公司的关键业务, 两个仓库在意大利🇮🇹和英国。基本上SEGRO基金开发和管理许多仓库,当一个大房东,然后收到租赁费,最后把租赁费成为股息,发给股东。SEGRO基金也会买卖仓库和房地并进行建设。 小虎们可以看以下介绍关于REITs房地产投资信托基金:英国和美国有一个特殊的房地产公司名叫REAL ESTATE INVESTMENT TRUST - REIT房地产投资信托基金。 REITs与普通房地产公司的股票不一样,在美国和英国,REITs有一个特殊公司架构,必须把90%的利润作为股息支付给股东。REITs的交易方式跟普通股票一样。总的来说REITs结合了证券与固定收益的两种特性,投资REITs与直接投资房产相比,降低了很多门槛。在海外,特别的在英国和美国,有许多REITs当商场,大厦,住宅,仓库之类的房东,然后它们把租赁费还给REIT的股东。REITs也经常会买卖房产和建设新的大楼。房地产投资信托基金会用自己的资本或信贷买卖房产,基金也可以销售新股筹资。房地产投资信托基金的交易方式跟股票一样。所以投资房地产投资信托基金时,投资者经常注意股息回报率,和的总资产。房地产投资信托基金也有特殊会计规章, 它们的利润表会包括租赁费和基金持有房产的价值波动。如果房地产投资信托基金持有房产的总价值上涨,基金的收入也会上涨(这样可以在短期歪曲EPS每股收益)。因为房地产投资信托基金必须要把它们90%的利润成为股息以","text":"市值100亿英镑💷$SEGRO PLC(SGRO.UK)$ 是全英国市值最大REIT房地产投资信托基金。SEGRO基金在英国和欧洲管理8百万平方米房产以及公司持有房产的总价值为102亿英镑。那SEGRO的关键业务是管理各种各样的仓库。以下图片显示公司的关键业务, 两个仓库在意大利🇮🇹和英国。基本上SEGRO基金开发和管理许多仓库,当一个大房东,然后收到租赁费,最后把租赁费成为股息,发给股东。SEGRO基金也会买卖仓库和房地并进行建设。 小虎们可以看以下介绍关于REITs房地产投资信托基金:英国和美国有一个特殊的房地产公司名叫REAL ESTATE INVESTMENT TRUST - REIT房地产投资信托基金。 REITs与普通房地产公司的股票不一样,在美国和英国,REITs有一个特殊公司架构,必须把90%的利润作为股息支付给股东。REITs的交易方式跟普通股票一样。总的来说REITs结合了证券与固定收益的两种特性,投资REITs与直接投资房产相比,降低了很多门槛。在海外,特别的在英国和美国,有许多REITs当商场,大厦,住宅,仓库之类的房东,然后它们把租赁费还给REIT的股东。REITs也经常会买卖房产和建设新的大楼。房地产投资信托基金会用自己的资本或信贷买卖房产,基金也可以销售新股筹资。房地产投资信托基金的交易方式跟股票一样。所以投资房地产投资信托基金时,投资者经常注意股息回报率,和的总资产。房地产投资信托基金也有特殊会计规章, 它们的利润表会包括租赁费和基金持有房产的价值波动。如果房地产投资信托基金持有房产的总价值上涨,基金的收入也会上涨(这样可以在短期歪曲EPS每股收益)。因为房地产投资信托基金必须要把它们90%的利润成为股息以","images":[{"img":"https://static.tigerbbs.com/b7d24f13d80885527d32108729468800","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/6cbce3c9fbf8819ca93847e1609132af","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/85895ba81dba00d4084b2f6a05bd5de4","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/917815376","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325915839,"gmtCreate":1615857063821,"gmtModify":1703494026170,"author":{"id":"3494333756882055","authorId":"3494333756882055","name":"Austinsayhi","avatar":"https://static.tigerbbs.com/248d8c462f1db87ea9cdc11fc3173332","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494333756882055","authorIdStr":"3494333756882055"},"themes":[],"htmlText":"如果一笔交易非得做到爆仓才知道自己错误,太掉价,别做交易了,踏实去做生意或种田吧","listText":"如果一笔交易非得做到爆仓才知道自己错误,太掉价,别做交易了,踏实去做生意或种田吧","text":"如果一笔交易非得做到爆仓才知道自己错误,太掉价,别做交易了,踏实去做生意或种田吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/325915839","repostId":"328644774","repostType":1,"isVote":1,"tweetType":1,"viewCount":2944,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3502130964954587","authorId":"3502130964954587","name":"夏天V","avatar":"https://static.tigerbbs.com/4c234b2f9593ad75421fa31fd7f3106f","crmLevel":3,"crmLevelSwitch":0,"idStr":"3502130964954587","authorIdStr":"3502130964954587"},"content":"还好我是暴赚的[贱笑]","text":"还好我是暴赚的[贱笑]","html":"还好我是暴赚的[贱笑]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":175557826,"gmtCreate":1627043866165,"gmtModify":1627043866165,"author":{"id":"3494333756882055","authorId":"3494333756882055","name":"Austinsayhi","avatar":"https://static.tigerbbs.com/248d8c462f1db87ea9cdc11fc3173332","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494333756882055","authorIdStr":"3494333756882055"},"themes":[],"htmlText":"WinnerS take all , Losers fo home.","listText":"WinnerS take all , Losers fo home.","text":"WinnerS take all , Losers fo home.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175557826","isVote":1,"tweetType":1,"viewCount":977,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175195457,"gmtCreate":1627011711679,"gmtModify":1627011711679,"author":{"id":"3494333756882055","authorId":"3494333756882055","name":"Austinsayhi","avatar":"https://static.tigerbbs.com/248d8c462f1db87ea9cdc11fc3173332","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494333756882055","authorIdStr":"3494333756882055"},"themes":[],"htmlText":"还在药物实验 是要怎么有产品你教我","listText":"还在药物实验 是要怎么有产品你教我","text":"还在药物实验 是要怎么有产品你教我","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175195457","repostId":"172849582","repostType":1,"repost":{"id":172849582,"gmtCreate":1626954703846,"gmtModify":1626954703846,"author":{"id":"3494316846485147","authorId":"3494316846485147","name":"一买就暴跌","avatar":"https://static.tigerbbs.com/99886dc19e57b6a1d36e0c23ae32d91a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494316846485147","authorIdStr":"3494316846485147"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SAVA\">$Cassava Sciences Inc(SAVA)$</a>都在唱好,却没人注意到,这公司目前都没有任何盈利的阿尔兹海默症产品就已经市值几十亿了[吃瓜] 劝大家理智","listText":"<a href=\"https://laohu8.com/S/SAVA\">$Cassava Sciences Inc(SAVA)$</a>都在唱好,却没人注意到,这公司目前都没有任何盈利的阿尔兹海默症产品就已经市值几十亿了[吃瓜] 劝大家理智","text":"$Cassava Sciences Inc(SAVA)$都在唱好,却没人注意到,这公司目前都没有任何盈利的阿尔兹海默症产品就已经市值几十亿了[吃瓜] 劝大家理智","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172849582","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":134877042,"gmtCreate":1622218249486,"gmtModify":1622255303189,"author":{"id":"3494333756882055","authorId":"3494333756882055","name":"Austinsayhi","avatar":"https://static.tigerbbs.com/248d8c462f1db87ea9cdc11fc3173332","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494333756882055","authorIdStr":"3494333756882055"},"themes":[],"htmlText":"笑死 亚马逊收购的是米高梅影业 而 <a href=\"https://laohu8.com/S/MGM\">$美高梅(MGM)$</a>是米高梅赌场,两个八竿子打不著,多做些功课吧","listText":"笑死 亚马逊收购的是米高梅影业 而 <a 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$美高梅(MGM)$是米高梅赌场,两个八竿子打不著,多做些功课吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/134877042","repostId":"135745884","repostType":1,"isVote":1,"tweetType":1,"viewCount":3038,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":973500412,"gmtCreate":1598545745336,"gmtModify":1704219554258,"author":{"id":"3494333756882055","authorId":"3494333756882055","name":"Austinsayhi","avatar":"https://static.tigerbbs.com/248d8c462f1db87ea9cdc11fc3173332","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494333756882055","authorIdStr":"3494333756882055"},"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":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/973500412","repostId":"2061496134","repostType":2,"repost":{"id":"2061496134","pubTimestamp":1598273987,"share":"https://www.laohu8.com/m/news/2061496134?lang=&edition=full","pubTime":"2020-08-24 20:59","market":"us","language":"en","title":"This Isn't 1999 -- But It's Getting Closer","url":"https://stock-news.laohu8.com/highlight/detail?id=2061496134","media":"Vince Martin","summary":"Over the last two decades, comparisons to the 'dot-com bubble' have badly underestimated the mania of the late 1990s.\n In particular, investors often forget that market optimism went well beyond Internet stocks.\n A narrower 2020 rally isn't quite the same thing; but in several categories and verticals, the same mistakes are being made.\n ","content":"<html><body><div><div><div><div>Summary</div><div><p>Over the last two decades, comparisons to the 'dot-com bubble' have badly underestimated the mania of the late 1990s.\n </p><p>In particular, investors often forget that market optimism went well beyond Internet stocks.\n </p><p>A narrower 2020 rally isn't quite the same thing; but in several categories and verticals, the same mistakes are being made.\n </p></div></div></div><div><p>For about two decades, I bristled any time comparisons were made to the dot-com bubble of the late 1990's. After all, I saw the bubble in real-time. Based on that direct experience, any comparisons to 1999 significantly understated the insanity that permeated the market of that era.</p> <p>I don't bristle any more, or at least not quite to the same extent. The craziness of the 2020 market isn't as broad, or as intense, as that seen in the late 1990s. But this market certainly has echoes of that bubble. We're seeing some of the same trends and, more importantly, many of the same mistakes. It's more reasonable to compare the current market to 1999/early 2000 than it's been in the last two decades. And so if history repeats, there seems a real chance for a significant drawdown in U.S. stocks, even if that drawdown is unlikely to match the staggering value destruction seen in 2000-2002.</p> <p>It's worth repeating: this isn't 1999. But at least as far as the equity markets go, we're as close as we've been since then.</p> <h2>A Firsthand View</h2> <p>I saw 1999 firsthand. To be sure, I didn't work on Wall Street, either literally or figuratively. I was a sales trainee at a retail brokerage in midtown <a href=\"https://laohu8.com/S/MHC.AU\">Manhattan</a>. But I was close enough to see the day-to-day trading in, and madness of, U.S. stocks into and out of the peak.</p> <p>Our business model was simple. We cold-called leads and tried to get them to purchase an individual stock. (No <a href=\"https://laohu8.com/S/AONE.U\">one</a>, myself included, seemed to grasp the incongruity of pitching Internet stocks through such an old-fashioned method.) If that initial purchase worked, the plan was to follow up, and hopefully manage a greater and greater share of the now-client's assets.</p>\n<div></div> <p>With one exception, the salespeople focused on the hot Internet stocks of the day. That exception was my training broker, likely the only employee in the firm over 40. He pitched regional banking stocks to leads and clients alike, on a simple thesis. Investors could make solid dividends in the sector at a time when interest rates seemed 'abnormally' low, until which point the bank invariably was taken over in the consolidation that took place after the repeal of Glass-Steagall. He took no shortage of grief in 1999, but clients who stuck with him no doubt were rewarded.</p> <p>We had a particular focus on fiber providers Metromedia Fiber and Global Crossing, and other equipment manufacturers whose names escape me. For a while, it unsurprisingly was an excellent business. Those kinds of stocks almost literally couldn't go down after earnings. Analysts notoriously raced to post ever-higher price targets.</p> <p>The broker who sat across from me pitched a stock named Teligent, one of many CLECs (competitive local-exchange carriers) that aimed to take on the Baby Bells. (There is a different publicly traded company with the same name now.) In my memory (which from research appears directionally correct), Teligent stock went from $6 to $120 in something like 18 months. The broker's book of business rose exponentially.</p> <p>By early 2002, Teligent was bankrupt, and the broker presumably was in a different line of work. My firm went under around the same time, by which time I'd already moved on (ironically, to a dot-com that remains in business to this day).</p> <h2>A Crazy Time</h2> <p>Admittedly, I wasn't working on the floor of the NYSE or working as a sell-side analyst. But simply being around the market every day, with CNBC on and Bloomberg headlines ticking through, was more than enough, even at the age of 20, for me to understand what a frenzy 1999 and early 2000 proved to be.</p> <p>But where 1999 stands out is in the fact that its reach spread well beyond the financial industry. Many of my friends day-traded (I mean, literally day-traded); my prized access to a Bloomberg terminal would make me more popular than I'd been before or since.</p>\n<div></div> <p>My relatives were not much different. In fact, I remember the day I realized the bubble had gone too far: Christmas Eve, 1999, when a kindly relative with no interest in the stock market or any real need to risk capital told me he had bought thousands of dollars worth of a company with a brand-new search engine. It would prove to be a \"pump and dump\" scheme.</p> <p>My experience certainly was not out of the ordinary. The extent to which investing dominated American life in the late 1990s cannot be overstated. In July 1999, a <em>Newsweek</em> cover story noted that \"They're Rich (And You're Not)\", covering both massive gains in dot-com stocks and the then-new phenomenon of stock options for employees.</p> <p>As Barry Ritholtz noted in 2009, CNBC was ubiquitous as well:</p> <blockquote><p>The late 1990s were the days of wine and roses for the channel. As stocks became like sports teams rooted on by mom and pop, more members of the non professional investing public became regular viewers. During the irrational exuberance era, CNBC was everywhere. Gyms, bars, restaurants, any public place you went into that had a TV — even sports bars! — had the ticker strewn channel running in the background.</p></blockquote> <p>CNBC's daytime ratings peaked at 343,000. That doesn't sound like much, perhaps, but given its presence in so many public places millions of people were watching the channel every day. And that was with competition from CNNfn, which would shut down in 2004. (Fox Business didn't arrive until 2007.)</p> <p>Certainly, the current market has some echoes. Robinhood alone reportedly reached 13 million users in March. Charles Schwab (SCHW) saw trading daily activity more than double in the second quarter (though its acquisition of assets from USAA likely was a factor). E*TRADE (ETFC) activity more than tripled.</p> <p>Still, at least from a 'feel' standpoint, this market doesn't have quite the same reach or the same social impact. And, obviously, there wasn't a pandemic raging in 1999. There were other things to do; millions of people chose to invest instead.</p>\n<div></div> <h2>The Breadth of 1999</h2> <p>It's also worth noting that the phrase \"dot-com bubble\" itself seems to have colored our collective memory of the stock market in the late 1990s. The phrase seems to suggest that the frothy trading was mostly limited to Internet stocks. And the supposedly \"quintessential\" stocks of the bubble usually are those names: Pets.com, Webvan, TheGlobe.com, Beenz and Flooz (the latter a pair of digital currency companies).</p> <p>But the bubble went far beyond the internet. (Many of the infamous names actually came on relatively late: Pets.com, for instance, only went public in February 2000.) For instance, Teligent was part of a \"telecom bubble\" that by one estimate destroyed a staggering $750 billion in value. Some of the optimism toward telecoms obviously was driven by Internet growth, but CLECs also were promising to route traffic around the monopolistic \"Baby Bells\". </p> <p>And it's worth looking at annual returns for the S&P 500 into and out of the market's March 2000 peak:</p> <p><img height=\"261\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2020/8/23/944836-15981591465019698.jpg\" width=\"640\"/><em>source: macrotrends.net</em></p> <p>From the beginning of 1995 (459.11) to March 2000 highs (1527.46) — a little over five years — the S&P 500 rose 232%. To put that in perspective, it took the index more than seven and a half years to post the same gain from the 2009 low. </p> <p>And the market at the beginning of 1995 was not bouncing off a historic crisis. In fact, the S&P had gained in 11 of the preceding 13 years (including 1987, interestingly enough), with only a 6.6% decline in 1990 and a 1.5% fall in 1994.</p> <p>It wasn't just dot-com stocks that reached unsustainable levels. It's quite clear that the S&P 500 did the same. In March 2000, it had rallied 582% from 1987 lows. The index now would have to rally <em>another</em> 36% from Friday's close in a little over a year just to match the same performance from the 2009 bottom. And even investors who avoided Internet and telecom names in 2000 would have taken a huge hit. Had they bought the index at the top (admittedly ignoring dividends), they would have briefly been in the green by 2007 — and then have to wait all the way until 2013 to get back above water.</p>\n<div></div> <h2>A More Narrow 2020</h2> <p>Social and personal effects aside, it's the breadth of the late 1990s bubble that stands out relative to the market of 2020, in particular. Yes, the market has rallied despite pandemic impacts. And, yes, the NASDAQ Composite of the last few years looks a bit like the S&P of the late 1990s:</p> <p><img height=\"203\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2020/8/23/944836-15981602967434356.jpg\" width=\"640\"/><em>source: macrotrends.net</em></p> <p>But the market isn't bidding up every name indiscriminately. Almost 60% of S&P 500 components have declined year-to-date. The Russell 2000 is down 7% this year. There have been some seemingly ludicrous rallies driven at least in part by Robinhood traders. But there's an obvious (and yet oft-missed) incongruity in blaming the Federal Reserve for creating an environment that allowed Hertz (HTZ) stock to soar while in bankruptcy, while ignoring the fact that it was in that very same environment that Hertz went bankrupt.</p> <p>Even looking at the tech stocks that have soared this year, the comparisons to late 1990's analogues show how different this market is. As I noted last year, well-known investor David Einhorn has compared Chewy (CHWY) to Pets.com. Chewy has generated $5.4 billion in revenue over the past four quarters. Pets.com booked \"approximately $5.8 million\" in sales during its past year; the company had to estimate revenue because it went bankrupt so quickly.</p> <p>This is not to say that CHWY is a buy; indeed, I backed off my bull case this summer owing to valuation concerns (the stock predictably has continued to gain). Nor is to say that the biggest recent beneficiaries of multiple expansion — SaaS stocks, Tesla (TSLA), Shopify (SHOP), <a href=\"https://laohu8.com/S/W\">Wayfair</a> (W), etc. — are buys, or even fairly valued. (I have my concerns.)</p> <p>But those companies at least are real businesses. Shopify has a market-dominant platform. Tesla actually makes cars. Wayfair and Chewy actually ship goods. They're not fiber companies assigned billion-dollar market capitalizations before the fiber was even turned on (or laid), or Internet companies with minimal revenue and no real business plan whose stocks gained hundreds of percent immediately after their IPOs. Valuation and/or margin concerns for those stocks (and many others) are legitimate, but it's simply nothing like 1999. </p>\n<div></div> <h2>History is Rhyming</h2> <p>From 2000 highs, the S&P 500 dropped 49% to 2002 lows. The NASDAQ Composite did far worse, declining 78% in a little over two years. It infamously wouldn't return to its highs until April 2015. </p> <p>I'm enormously skeptical that we'll see anything close to those kinds of pullbacks in this market. (Indeed, I'm skeptical we'll see that kind of peak-to-trough performance in my lifetime.) Again, it's worth repeating: for the market as a whole, this is not a repeat of 1999.</p> <p>But in pockets of the market, I wouldn't be stunned to see drawdowns of 50% or greater. (The cannabis sector provides an intriguing recent example.) And that's because investors certainly seem to be making some of the same mistakes seen in the late 1990s. My belief goes beyond simply arguing that valuation concerns seem as pressing, particularly as tech, as they have been in the past two decades.</p> <p>It's how the market is getting to those valuations that looks worrisome, particularly in key sectors. In SaaS, for instance, we're certainly seeing echoes of the dot-com bubble in the use of comparable valuations. </p> <p>I was reminded of this by a conversation on <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> last week among investors I follow (and respect). The argument essentially was that SaaS Stock ABC was 'cheap' because it traded at a lower price-to-revenue multiple relative to Stocks DEF and XYZ (both of which served different end markets) despite having a better business model and potentially a bigger addressable market.</p> <p>The problem in a rising market is that this logic becomes circular. ABC is 'cheap', so it catches up and/or passes DEF and XYZ. At that point, XYZ bulls (and analysts) see their stock as 'undervalued', and the cycle continues. By the end (and we may be nearing it), rational investors are arguing that 15x revenue for DEF is undervalued solely because it is undervalued relative to peers (or, sometimes, just another stock with a similar operating model); no one seems to be pricing in the very real risk that <em>all three stocks</em> are overvalued. This is precisely the mistake investors (and analysts) made during the bubble. Admittedly, in the late 1990's, this problem often centered on \"eyeballs\" (literally page views), but the fundamental issue still holds.</p>\n<div></div> <p>We're also seeing a repeat of 'hot' sectors being treated as if every player is going to win, even if those sectors are largely zero-sum games. Search engines, fiber, and CLECs were prime examples in the late 1990s. COVID-19 vaccine and treatment stocks seem the most obvious example right now: one would think that particularly good news from one firm in a mostly zero-sum market would lead other stocks to decline. That rarely has been the case, however. To a lesser extent, the same trend holds in sectors like sports betting and CDNs (content delivery networks) like Fastly (FSLY), Limelight Network (LLNW), and Cloudflare (NET). </p> <p>And certainly we've seen a flood of retail money as we did two-plus decades ago. To be sure, it's no secret that retail investors generally have done well in this market: it's likely the only time in history when institutions sold to individual investors at the bottom rather than the top. Meanwhile, the impact of Robinhood on the market as a whole is overstated, as is the supposedly unfocused and uniformed bent of investors on the platform. After all, the four most popular stocks, per the final data from Robintrack, are Ford (F), General Electric (GE), Apple (AAPL), and Microsoft (MSFT). Meanwhile, institutional investors weren't immune to the late 1990s hysteria, and they're not immune to yield- or trend-chasing now.</p> <p>But there are a number of dodgy (at best) companies that have rallied sharply this year. Many have given back their gains; some have not. The late 1990s and early 2000s were a golden age for questionable stocks, let alone outright frauds, and in retrospect I believe this era will look the same even for U.S.-based names. There are more companies taking more advantage of this market, and in most cases it's retail investors who will take the brunt of the losses (if they haven't already).</p> <p>There are aspects of this market that share more similarity to 1999 than anything we've since (other than perhaps the last days of the housing bubble). And the stocks and sectors that have benefited most from the \"irrational exuberance\", to use an infamous 1990s term, are the ones most likely to see a 2000-style implosion. Put another way, I don't believe this market will crash, but I believe that more than a few stocks will.</p>\n<div></div>\n<span></span><p><b>Disclosure:</b> <span>I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.</span> <span>I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.</span></p></div><div><div></div><span><svg height=\"16\" viewbox=\"5.799999713897705 7.799999237060547 20.30000114440918 16.39999771118164\" width=\"16\"><path d=\"M26.1 9.7c-.7.3-1.5.6-2.4.7.9-.5 1.5-1.3 1.8-2.3-.8.5-1.7.8-2.6 1-.8-.8-1.8-1.3-3-1.3-2.3 0-4.1 1.9-4.1 4.1 0 .3 0 .6.1.9-3.4-.2-6.5-1.8-8.5-4.3-.4.7-.7 1.4-.7 2.1 0 1.4.7 2.7 1.8 3.4-.7 0-1.3-.2-1.9-.5v.1c0 2 1.4 3.7 3.3 4.1-.3.1-.7.1-1.1.1-.3 0-.5 0-.8-.1.5 1.6 2.1 2.8 3.9 2.9-1.4 1.1-3.2 1.8-5.1 1.8-.3 0-.7 0-1-.1 1.8 1.2 4 1.9 6.4 1.9 7.6 0 11.8-6.3 11.8-11.8v-.5c.8-.6 1.5-1.3 2.1-2.2zm0 0\" fill=\"#FFFFFF\"></path></svg><svg height=\"18\" viewbox=\"11.000001907348633 6.799999713897705 9.999998092651367 18.600000381469727\" width=\"10\"><path d=\"M20.6 6.8h-2.4c-2.7 0-4.4 1.8-4.4 4.6v2.1h-2.4c-.2 0-.4.2-.4.4v3c0 .2.2.4.4.4h2.4V25c0 .2.2.4.4.4h3.1c.2 0 .4-.2.4-.4v-7.7h2.8c.2 0 .4-.2.4-.4v-3c0-.1 0-.2-.1-.3-.1-.1-.2-.1-.3-.1h-2.8v-1.8c0-.9.2-1.3 1.3-1.3h1.6c.2 0 .4-.2.4-.4V7.1c0-.2-.2-.3-.4-.3zm0 0\" fill=\"#FFFFFF\"></path></svg><svg height=\"16\" viewbox=\"6.200000286102295 6.699999809265137 19.5 18.700000762939453\" width=\"14\"><path d=\"M25.7 18.2v7.2h-4.2v-6.7c0-1.7-.6-2.8-2.1-2.8-1.2 0-1.8.8-2.1 1.5-.1.3-.1.6-.1 1v7H13s.1-11.4 0-12.6h4.2v1.8c.6-.9 1.5-2.1 3.8-2.1 2.7 0 4.7 1.8 4.7 5.7zM8.6 6.7c-1.4 0-2.4.9-2.4 2.2 0 1.2.9 2.2 2.3 2.2 1.5 0 2.4-1 2.4-2.2 0-1.2-.8-2.2-2.3-2.2zM6.5 25.4h4.2V12.8H6.5v12.6zm0 0\" fill=\"#FFFFFF\"></path></svg><svg height=\"14\" viewbox=\"4.5 6.499999523162842 22.900001525878906 18.999998092651367\" width=\"18\"><path d=\"M20.9 16.9c.1.2.1.3.1.5 0 .3-.1.6-.3.9-.2.2-.4.4-.7.5-.1 0-.3.1-.4.1-.3 0-.7-.1-.9-.3-.3-.2-.5-.5-.5-.8v-.3c0-.3.1-.6.3-.8.2-.2.4-.4.7-.5.2-.1.3-.1.5-.1.3 0 .6.1.8.3.1 0 .3.2.4.5zm-.9 3.7c-.1-.1-.3-.1-.4-.1-.1 0-.2 0-.3.1-1 .6-2.2.9-3.4.9-.9 0-1.8-.2-2.6-.6-.1 0-.3-.2-.4-.3-.1 0-.2-.1-.2-.1-.1 0-.2-.1-.3-.1-.1 0-.2 0-.3.1-.1.1-.2.1-.3.3-.1.1-.1.3-.1.4 0 .1 0 .2.1.4.1.1.1.2.3.3 1.1.8 2.5 1.1 3.8 1.1 1.2 0 2.4-.3 3.5-.8.1-.1.3-.2.5-.3.1-.1.2-.1.3-.2.1-.1.1-.2.2-.3v-.2c0-.1 0-.2-.1-.3l-.3-.3zm-8-1.9c.2.1.3.1.5.1.4 0 .7-.2 1-.4.3-.2.5-.6.5-1v-.1c0-.4-.2-.7-.5-1-.3-.2-.6-.4-1-.4h-.3c-.5.1-.9.5-1.1 1 0 .1-.1.3-.1.4 0 .3.1.6.3.9.2.3.4.4.7.5zm15.4-3.6v.2c0 .6-.2 1.1-.5 1.5-.3.4-.7.8-1.1 1v.7c0 1.2-.4 2.4-1.1 3.3-1.3 1.8-3.4 2.8-5.4 3.3-1.1.3-2.2.4-3.4.4-1.7 0-3.4-.3-4.9-.9-1.6-.7-3.2-1.7-4.1-3.3-.5-.8-.8-1.8-.8-2.8v-.7c-.4-.2-.8-.6-1.1-1-.3-.4-.5-1-.5-1.5 0-.8.3-1.5.8-2s1.2-.9 2-.9h.2c.4 0 .8.1 1.1.2.3.1.6.3.9.5.1 0 .2-.1.3-.1 1.7-1 3.6-1.4 5.4-1.5 0-.9.1-1.9.6-2.7.4-.7 1-1.3 1.8-1.4.3-.1.6-.1.9-.1.8 0 1.6.2 2.3.5.3-.5.8-.9 1.3-1.1.3-.1.7-.2 1-.2.4 0 .7.1 1.1.2.5.2.9.5 1.2 1 .4.4.6.9.6 1.5v.3c-.1.7-.4 1.3-.9 1.7-.5.4-1.1.7-1.8.7H23c-.6 0-1.3-.4-1.7-.8-.4-.5-.7-1.1-.7-1.8v-.1c-.6-.3-1.3-.5-1.9-.5h-.3c-.5 0-.9.4-1.1.8-.3.6-.4 1.4-.4 2.1 1.8.1 3.7.6 5.3 1.5 0 0 .1 0 .1.1.1-.1.2-.2.4-.3.5-.3 1.1-.5 1.7-.5.3 0 .5 0 .8.1.6.2 1.1.5 1.5 1 .4.4.7 1 .7 1.6zm-5.4-6s0 .1 0 0c0 .4.2.7.4.9.2.2.5.4.8.4h.1c.3 0 .6-.1.9-.4.2-.2.4-.5.4-.8v-.1c0-.3-.2-.6-.4-.9-.2-.2-.6-.4-.9-.4H23c-.3.1-.5.2-.7.4-.2.4-.3.6-.3.9zm-13.6 5c-.2-.1-.5-.2-.8-.2h-.1c-.4 0-.7.2-1 .4-.3.3-.5.6-.5 1v.1c0 .2.1.5.2.7.1.2.2.3.3.4.5-1 1.2-1.8 1.9-2.4zm16.1 4.5c0-.8-.3-1.7-.8-2.3-1-1.3-2.4-2.2-4-2.7-.3-.1-.6-.2-.9-.2-.9-.3-1.9-.4-2.8-.4-1.2 0-2.5.2-3.7.6-1.5.5-3 1.4-4 2.7-.5.7-.8 1.5-.8 2.3 0 .3 0 .6.1.9.2.7.5 1.3 1 1.8.4.5 1 1 1.6 1.3.1.1.3.2.4.2 1.7.9 3.6 1.3 5.4 1.3h1c1.9-.2 3.8-.7 5.4-1.9.5-.4.9-.8 1.3-1.3s.6-1.1.7-1.7c0-.2.1-.4.1-.6zm1.5-3.3c0-.2 0-.4-.1-.6-.1-.3-.3-.5-.6-.6-.3-.1-.6-.2-.8-.2-.3 0-.5.1-.8.2.8.7 1.4 1.4 1.8 2.4.1-.1.3-.3.3-.4.1-.3.2-.6.2-.8zm0 0\" fill=\"#FFFFFF\"></path></svg><svg height=\"10\" viewbox=\"4.699999809265137 8.300000190734863 22.599998474121094 15.40000057220459\" width=\"16\"><path d=\"M4.7 8.3v2.5L16 17l11.3-6.1V8.3H4.7zm0 3.7v11.7h22.6V12L16 18.1 4.7 12z\" fill=\"#FFFFFF\"></path></svg><svg height=\"14\" viewbox=\"87.43199920654297 227.56399536132812 422.6809997558594 382.7259826660156\" width=\"20\"><g><g><rect fill=\"none\" height=\"42.929\" width=\"42.929\" x=\"421.615\" y=\"375.172\"></rect><g><rect fill=\"none\" height=\"42.929\" width=\"42.929\" x=\"421.615\" y=\"375.172\"></rect><path d=\"M87.432,332.244v193.283h85.424v84.763h251.855v-84.763h85.402V332.244H87.432z M383.309,568.021H214.237 v-105.67h169.072V568.021z M464.543,418.101h-42.929v-42.929h42.929V418.101z\" fill=\"#FFFFFF\"></path></g></g><rect fill=\"#FFFFFF\" height=\"84.536\" width=\"253.609\" x=\"175.93\" y=\"227.564\"></rect></g></svg></span></div></div></body></html>","source":"seekingalpha","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>This Isn't 1999 -- But It's Getting Closer</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; 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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\">\nThis Isn't 1999 -- But It's Getting Closer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-08-24 20:59 GMT+8 <a href=https://seekingalpha.com/article/4370386-this-isnt-1999-getting-closer><strong>Vince Martin</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryOver the last two decades, comparisons to the 'dot-com bubble' have badly underestimated the mania of the late 1990s.\n In particular, investors often forget that market optimism went ...</p>\n\n<a href=\"https://seekingalpha.com/article/4370386-this-isnt-1999-getting-closer\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09086":"华夏纳指-U","NET":"Cloudflare, Inc.","CHWY":"Chewy, Inc.","GE":"GE航空航天","W":"Wayfair","AAPL":"苹果","03086":"华夏纳指","MSFT":"微软","TSLA":"特斯拉","SHOP":"Shopify Inc","SCHW":"嘉信理财","F":"福特汽车","FSLY":"Fastly, Inc."},"source_url":"https://seekingalpha.com/article/4370386-this-isnt-1999-getting-closer","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2061496134","content_text":"SummaryOver the last two decades, comparisons to the 'dot-com bubble' have badly underestimated the mania of the late 1990s.\n In particular, investors often forget that market optimism went well beyond Internet stocks.\n A narrower 2020 rally isn't quite the same thing; but in several categories and verticals, the same mistakes are being made.\n For about two decades, I bristled any time comparisons were made to the dot-com bubble of the late 1990's. After all, I saw the bubble in real-time. Based on that direct experience, any comparisons to 1999 significantly understated the insanity that permeated the market of that era. I don't bristle any more, or at least not quite to the same extent. The craziness of the 2020 market isn't as broad, or as intense, as that seen in the late 1990s. But this market certainly has echoes of that bubble. We're seeing some of the same trends and, more importantly, many of the same mistakes. It's more reasonable to compare the current market to 1999/early 2000 than it's been in the last two decades. And so if history repeats, there seems a real chance for a significant drawdown in U.S. stocks, even if that drawdown is unlikely to match the staggering value destruction seen in 2000-2002. It's worth repeating: this isn't 1999. But at least as far as the equity markets go, we're as close as we've been since then. A Firsthand View I saw 1999 firsthand. To be sure, I didn't work on Wall Street, either literally or figuratively. I was a sales trainee at a retail brokerage in midtown Manhattan. But I was close enough to see the day-to-day trading in, and madness of, U.S. stocks into and out of the peak. Our business model was simple. We cold-called leads and tried to get them to purchase an individual stock. (No one, myself included, seemed to grasp the incongruity of pitching Internet stocks through such an old-fashioned method.) If that initial purchase worked, the plan was to follow up, and hopefully manage a greater and greater share of the now-client's assets.\n With one exception, the salespeople focused on the hot Internet stocks of the day. That exception was my training broker, likely the only employee in the firm over 40. He pitched regional banking stocks to leads and clients alike, on a simple thesis. Investors could make solid dividends in the sector at a time when interest rates seemed 'abnormally' low, until which point the bank invariably was taken over in the consolidation that took place after the repeal of Glass-Steagall. He took no shortage of grief in 1999, but clients who stuck with him no doubt were rewarded. We had a particular focus on fiber providers Metromedia Fiber and Global Crossing, and other equipment manufacturers whose names escape me. For a while, it unsurprisingly was an excellent business. Those kinds of stocks almost literally couldn't go down after earnings. Analysts notoriously raced to post ever-higher price targets. The broker who sat across from me pitched a stock named Teligent, one of many CLECs (competitive local-exchange carriers) that aimed to take on the Baby Bells. (There is a different publicly traded company with the same name now.) In my memory (which from research appears directionally correct), Teligent stock went from $6 to $120 in something like 18 months. The broker's book of business rose exponentially. By early 2002, Teligent was bankrupt, and the broker presumably was in a different line of work. My firm went under around the same time, by which time I'd already moved on (ironically, to a dot-com that remains in business to this day). A Crazy Time Admittedly, I wasn't working on the floor of the NYSE or working as a sell-side analyst. But simply being around the market every day, with CNBC on and Bloomberg headlines ticking through, was more than enough, even at the age of 20, for me to understand what a frenzy 1999 and early 2000 proved to be. But where 1999 stands out is in the fact that its reach spread well beyond the financial industry. Many of my friends day-traded (I mean, literally day-traded); my prized access to a Bloomberg terminal would make me more popular than I'd been before or since.\n My relatives were not much different. In fact, I remember the day I realized the bubble had gone too far: Christmas Eve, 1999, when a kindly relative with no interest in the stock market or any real need to risk capital told me he had bought thousands of dollars worth of a company with a brand-new search engine. It would prove to be a \"pump and dump\" scheme. My experience certainly was not out of the ordinary. The extent to which investing dominated American life in the late 1990s cannot be overstated. In July 1999, a Newsweek cover story noted that \"They're Rich (And You're Not)\", covering both massive gains in dot-com stocks and the then-new phenomenon of stock options for employees. As Barry Ritholtz noted in 2009, CNBC was ubiquitous as well: The late 1990s were the days of wine and roses for the channel. As stocks became like sports teams rooted on by mom and pop, more members of the non professional investing public became regular viewers. During the irrational exuberance era, CNBC was everywhere. Gyms, bars, restaurants, any public place you went into that had a TV — even sports bars! — had the ticker strewn channel running in the background. CNBC's daytime ratings peaked at 343,000. That doesn't sound like much, perhaps, but given its presence in so many public places millions of people were watching the channel every day. And that was with competition from CNNfn, which would shut down in 2004. (Fox Business didn't arrive until 2007.) Certainly, the current market has some echoes. Robinhood alone reportedly reached 13 million users in March. Charles Schwab (SCHW) saw trading daily activity more than double in the second quarter (though its acquisition of assets from USAA likely was a factor). E*TRADE (ETFC) activity more than tripled. Still, at least from a 'feel' standpoint, this market doesn't have quite the same reach or the same social impact. And, obviously, there wasn't a pandemic raging in 1999. There were other things to do; millions of people chose to invest instead.\n The Breadth of 1999 It's also worth noting that the phrase \"dot-com bubble\" itself seems to have colored our collective memory of the stock market in the late 1990s. The phrase seems to suggest that the frothy trading was mostly limited to Internet stocks. And the supposedly \"quintessential\" stocks of the bubble usually are those names: Pets.com, Webvan, TheGlobe.com, Beenz and Flooz (the latter a pair of digital currency companies). But the bubble went far beyond the internet. (Many of the infamous names actually came on relatively late: Pets.com, for instance, only went public in February 2000.) For instance, Teligent was part of a \"telecom bubble\" that by one estimate destroyed a staggering $750 billion in value. Some of the optimism toward telecoms obviously was driven by Internet growth, but CLECs also were promising to route traffic around the monopolistic \"Baby Bells\". And it's worth looking at annual returns for the S&P 500 into and out of the market's March 2000 peak: source: macrotrends.net From the beginning of 1995 (459.11) to March 2000 highs (1527.46) — a little over five years — the S&P 500 rose 232%. To put that in perspective, it took the index more than seven and a half years to post the same gain from the 2009 low. And the market at the beginning of 1995 was not bouncing off a historic crisis. In fact, the S&P had gained in 11 of the preceding 13 years (including 1987, interestingly enough), with only a 6.6% decline in 1990 and a 1.5% fall in 1994. It wasn't just dot-com stocks that reached unsustainable levels. It's quite clear that the S&P 500 did the same. In March 2000, it had rallied 582% from 1987 lows. The index now would have to rally another 36% from Friday's close in a little over a year just to match the same performance from the 2009 bottom. And even investors who avoided Internet and telecom names in 2000 would have taken a huge hit. Had they bought the index at the top (admittedly ignoring dividends), they would have briefly been in the green by 2007 — and then have to wait all the way until 2013 to get back above water.\n A More Narrow 2020 Social and personal effects aside, it's the breadth of the late 1990s bubble that stands out relative to the market of 2020, in particular. Yes, the market has rallied despite pandemic impacts. And, yes, the NASDAQ Composite of the last few years looks a bit like the S&P of the late 1990s: source: macrotrends.net But the market isn't bidding up every name indiscriminately. Almost 60% of S&P 500 components have declined year-to-date. The Russell 2000 is down 7% this year. There have been some seemingly ludicrous rallies driven at least in part by Robinhood traders. But there's an obvious (and yet oft-missed) incongruity in blaming the Federal Reserve for creating an environment that allowed Hertz (HTZ) stock to soar while in bankruptcy, while ignoring the fact that it was in that very same environment that Hertz went bankrupt. Even looking at the tech stocks that have soared this year, the comparisons to late 1990's analogues show how different this market is. As I noted last year, well-known investor David Einhorn has compared Chewy (CHWY) to Pets.com. Chewy has generated $5.4 billion in revenue over the past four quarters. Pets.com booked \"approximately $5.8 million\" in sales during its past year; the company had to estimate revenue because it went bankrupt so quickly. This is not to say that CHWY is a buy; indeed, I backed off my bull case this summer owing to valuation concerns (the stock predictably has continued to gain). Nor is to say that the biggest recent beneficiaries of multiple expansion — SaaS stocks, Tesla (TSLA), Shopify (SHOP), Wayfair (W), etc. — are buys, or even fairly valued. (I have my concerns.) But those companies at least are real businesses. Shopify has a market-dominant platform. Tesla actually makes cars. Wayfair and Chewy actually ship goods. They're not fiber companies assigned billion-dollar market capitalizations before the fiber was even turned on (or laid), or Internet companies with minimal revenue and no real business plan whose stocks gained hundreds of percent immediately after their IPOs. Valuation and/or margin concerns for those stocks (and many others) are legitimate, but it's simply nothing like 1999. \n History is Rhyming From 2000 highs, the S&P 500 dropped 49% to 2002 lows. The NASDAQ Composite did far worse, declining 78% in a little over two years. It infamously wouldn't return to its highs until April 2015. I'm enormously skeptical that we'll see anything close to those kinds of pullbacks in this market. (Indeed, I'm skeptical we'll see that kind of peak-to-trough performance in my lifetime.) Again, it's worth repeating: for the market as a whole, this is not a repeat of 1999. But in pockets of the market, I wouldn't be stunned to see drawdowns of 50% or greater. (The cannabis sector provides an intriguing recent example.) And that's because investors certainly seem to be making some of the same mistakes seen in the late 1990s. My belief goes beyond simply arguing that valuation concerns seem as pressing, particularly as tech, as they have been in the past two decades. It's how the market is getting to those valuations that looks worrisome, particularly in key sectors. In SaaS, for instance, we're certainly seeing echoes of the dot-com bubble in the use of comparable valuations. I was reminded of this by a conversation on Twitter last week among investors I follow (and respect). The argument essentially was that SaaS Stock ABC was 'cheap' because it traded at a lower price-to-revenue multiple relative to Stocks DEF and XYZ (both of which served different end markets) despite having a better business model and potentially a bigger addressable market. The problem in a rising market is that this logic becomes circular. ABC is 'cheap', so it catches up and/or passes DEF and XYZ. At that point, XYZ bulls (and analysts) see their stock as 'undervalued', and the cycle continues. By the end (and we may be nearing it), rational investors are arguing that 15x revenue for DEF is undervalued solely because it is undervalued relative to peers (or, sometimes, just another stock with a similar operating model); no one seems to be pricing in the very real risk that all three stocks are overvalued. This is precisely the mistake investors (and analysts) made during the bubble. Admittedly, in the late 1990's, this problem often centered on \"eyeballs\" (literally page views), but the fundamental issue still holds.\n We're also seeing a repeat of 'hot' sectors being treated as if every player is going to win, even if those sectors are largely zero-sum games. Search engines, fiber, and CLECs were prime examples in the late 1990s. COVID-19 vaccine and treatment stocks seem the most obvious example right now: one would think that particularly good news from one firm in a mostly zero-sum market would lead other stocks to decline. That rarely has been the case, however. To a lesser extent, the same trend holds in sectors like sports betting and CDNs (content delivery networks) like Fastly (FSLY), Limelight Network (LLNW), and Cloudflare (NET). And certainly we've seen a flood of retail money as we did two-plus decades ago. To be sure, it's no secret that retail investors generally have done well in this market: it's likely the only time in history when institutions sold to individual investors at the bottom rather than the top. Meanwhile, the impact of Robinhood on the market as a whole is overstated, as is the supposedly unfocused and uniformed bent of investors on the platform. After all, the four most popular stocks, per the final data from Robintrack, are Ford (F), General Electric (GE), Apple (AAPL), and Microsoft (MSFT). Meanwhile, institutional investors weren't immune to the late 1990s hysteria, and they're not immune to yield- or trend-chasing now. But there are a number of dodgy (at best) companies that have rallied sharply this year. Many have given back their gains; some have not. The late 1990s and early 2000s were a golden age for questionable stocks, let alone outright frauds, and in retrospect I believe this era will look the same even for U.S.-based names. There are more companies taking more advantage of this market, and in most cases it's retail investors who will take the brunt of the losses (if they haven't already). There are aspects of this market that share more similarity to 1999 than anything we've since (other than perhaps the last days of the housing bubble). And the stocks and sectors that have benefited most from the \"irrational exuberance\", to use an infamous 1990s term, are the ones most likely to see a 2000-style implosion. Put another way, I don't believe this market will crash, but I believe that more than a few stocks will.\n\nDisclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.","news_type":1},"isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":175198218,"gmtCreate":1627011485734,"gmtModify":1627011485734,"author":{"id":"3494333756882055","authorId":"3494333756882055","name":"Austinsayhi","avatar":"https://static.tigerbbs.com/248d8c462f1db87ea9cdc11fc3173332","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494333756882055","authorIdStr":"3494333756882055"},"themes":[],"htmlText":"机构不会去做这种股票...","listText":"机构不会去做这种股票...","text":"机构不会去做这种股票...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175198218","repostId":"172453205","repostType":1,"repost":{"id":172453205,"gmtCreate":1626981006107,"gmtModify":1627003700807,"author":{"id":"3475755885054001","authorId":"3475755885054001","name":"SunnyLai","avatar":"https://static.tigerbbs.com/3440d505d08c1613bb502c0855b5b993","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475755885054001","authorIdStr":"3475755885054001"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/IGC\">$India Globalization Capital(IGC)$</a>今天这股“印度全球化资本”(IGC)吸引了我注意,盘前宣布用开始使用大麻治疗老人痴呆症的'专利。玩美股老鸟们都知道,要么创新金融、要么'资讯科技、要么生物医药,这三大板块每天几乎都会有日涨50%+的焦点股(妖股),而且大多数都是一日游,撑死两日游,必须跑得快。如何才能跑得快?预设卖出指令就是窍门。今天开盘,IGC从昨天收盘价1.48元以314%的4.65元高开低走,一路向下到了午盘谷值2.55元。这段时间我一般很少参与,因为机构的逻辑与思路和风格很难确定性把握。于是我比较喜欢午盘13:00-14:00(北京时间01:00-02:00)开始打猎。预设了2.50元守株待兔,过了两小时都未如愿,还一度回翘到2.91元。离15:00最后谷值时近,断然改为2.70元现价买入,反手预设3.24元卖出指令,期望尾盘或盘后散户介入冲高,获利20%离场就完美了。一切就绪,只欠拉升,卧等。","listText":"<a href=\"https://laohu8.com/S/IGC\">$India Globalization Capital(IGC)$</a>今天这股“印度全球化资本”(IGC)吸引了我注意,盘前宣布用开始使用大麻治疗老人痴呆症的'专利。玩美股老鸟们都知道,要么创新金融、要么'资讯科技、要么生物医药,这三大板块每天几乎都会有日涨50%+的焦点股(妖股),而且大多数都是一日游,撑死两日游,必须跑得快。如何才能跑得快?预设卖出指令就是窍门。今天开盘,IGC从昨天收盘价1.48元以314%的4.65元高开低走,一路向下到了午盘谷值2.55元。这段时间我一般很少参与,因为机构的逻辑与思路和风格很难确定性把握。于是我比较喜欢午盘13:00-14:00(北京时间01:00-02:00)开始打猎。预设了2.50元守株待兔,过了两小时都未如愿,还一度回翘到2.91元。离15:00最后谷值时近,断然改为2.70元现价买入,反手预设3.24元卖出指令,期望尾盘或盘后散户介入冲高,获利20%离场就完美了。一切就绪,只欠拉升,卧等。","text":"$India Globalization Capital(IGC)$今天这股“印度全球化资本”(IGC)吸引了我注意,盘前宣布用开始使用大麻治疗老人痴呆症的'专利。玩美股老鸟们都知道,要么创新金融、要么'资讯科技、要么生物医药,这三大板块每天几乎都会有日涨50%+的焦点股(妖股),而且大多数都是一日游,撑死两日游,必须跑得快。如何才能跑得快?预设卖出指令就是窍门。今天开盘,IGC从昨天收盘价1.48元以314%的4.65元高开低走,一路向下到了午盘谷值2.55元。这段时间我一般很少参与,因为机构的逻辑与思路和风格很难确定性把握。于是我比较喜欢午盘13:00-14:00(北京时间01:00-02:00)开始打猎。预设了2.50元守株待兔,过了两小时都未如愿,还一度回翘到2.91元。离15:00最后谷值时近,断然改为2.70元现价买入,反手预设3.24元卖出指令,期望尾盘或盘后散户介入冲高,获利20%离场就完美了。一切就绪,只欠拉升,卧等。","images":[{"img":"https://static.tigerbbs.com/fff15d75b7e5d8bc6e69df170dc715a8","width":"1440","height":"2772"}],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172453205","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":146721418,"gmtCreate":1626100159034,"gmtModify":1626100159034,"author":{"id":"3494333756882055","authorId":"3494333756882055","name":"Austinsayhi","avatar":"https://static.tigerbbs.com/248d8c462f1db87ea9cdc11fc3173332","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494333756882055","authorIdStr":"3494333756882055"},"themes":[],"htmlText":"可以的 两年后会还你公道🤣","listText":"可以的 两年后会还你公道🤣","text":"可以的 两年后会还你公道🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146721418","repostId":"141144764","repostType":1,"repost":{"id":141144764,"gmtCreate":1625843831058,"gmtModify":1631884155516,"author":{"id":"3570785963862307","authorId":"3570785963862307","name":"Visology","avatar":"https://static.tigerbbs.com/1da534a527ba22747da475c0adcd8ac2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570785963862307","authorIdStr":"3570785963862307"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AFRM\">$Affirm Holdings, Inc.(AFRM)$</a> will I recover this loss? ","listText":"<a href=\"https://laohu8.com/S/AFRM\">$Affirm Holdings, Inc.(AFRM)$</a> will I recover this loss? ","text":"$Affirm Holdings, Inc.(AFRM)$ will I recover this loss?","images":[{"img":"https://static.tigerbbs.com/e955f900324560594d64de90a4b20e52","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/141144764","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":159761199,"gmtCreate":1624980601411,"gmtModify":1624980601411,"author":{"id":"3494333756882055","authorId":"3494333756882055","name":"Austinsayhi","avatar":"https://static.tigerbbs.com/248d8c462f1db87ea9cdc11fc3173332","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494333756882055","authorIdStr":"3494333756882055"},"themes":[],"htmlText":"估值太高 等著跌到地狱","listText":"估值太高 等著跌到地狱","text":"估值太高 等著跌到地狱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159761199","repostId":"159801950","repostType":1,"repost":{"id":159801950,"gmtCreate":1624953483466,"gmtModify":1624964400292,"author":{"id":"3480300888703096","authorId":"3480300888703096","name":"荒野侦探","avatar":"https://static.tigerbbs.com/676ca151c5979a45c1864347e2da198a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480300888703096","authorIdStr":"3480300888703096"},"themes":[],"title":"上市一个月大涨120%,FIGS能成为下一个露露柠檬吗?","htmlText":"虎友们关注到了<a target=\"_blank\" href=\"https://laohu8.com/S/FIGS\">$FIGS, Inc.(FIGS)$</a> 吗,这家初创公司正试图改变医疗服装行业。更令人兴奋的是,自5月27日上市以来,一个月时间公司自发行价22美元涨到48.7美元,涨幅121%。 商业模式 公司是一家直接面向消费者的初创公司,试图改变一个历史上沉闷的行业:医疗服装。 这家公司诞生于Shopify的电子商务平台,由女性创办和领导,其绝大部分收入通过线上完成,而不是医疗用品商店。公司为医疗专业人员提供的合身制服(手术服),因其产品的设计、质量和舒适度而获得声誉。通过让品牌大使使用Facebook的Instagram等社交媒体渠道推广产品,进而推动口碑,积累越来越多的忠实客户。 这一点,再加上医疗保健服装消费有持续的补货需求(医疗保健服装比其他服装类型磨损得更快),使得FIGS的留存率很高。2020年,FIGS保留了2019年客户群体的75%,而2017年至2019年50%的首次客户再次回到FIGS进行二次购买。 这两个事实表明,公司将不需要花费大量的广告来发展其业务,因为它的客户将继续回来重复购买。这对企业的长期盈利能力很重要。 强大的财务数据 对于一个快速成长的初创企业来说,FIGS的盈利能力令人惊讶。自2013年成立以来,它只筹集了6000万美元,这表明它的大部分增长来自于将销售服装产生的现金进行再投资。73%的高毛利率显示了公司的实力。 FIGS在2020年的自由现金流为1950万美元,营业收入为5800万美元。更令人印象深刻的是,FIGS在实现盈利的同时,收入以三位数的百分比增长。到2020年,公司的收入增长了138%,达到2.63亿美元,而在过去四年里,销售额的复合年增长率为146%。 凭借高毛利率和与忠实客户之间的封闭生态系统,FIGS似乎可","listText":"虎友们关注到了<a target=\"_blank\" href=\"https://laohu8.com/S/FIGS\">$FIGS, Inc.(FIGS)$</a> 吗,这家初创公司正试图改变医疗服装行业。更令人兴奋的是,自5月27日上市以来,一个月时间公司自发行价22美元涨到48.7美元,涨幅121%。 商业模式 公司是一家直接面向消费者的初创公司,试图改变一个历史上沉闷的行业:医疗服装。 这家公司诞生于Shopify的电子商务平台,由女性创办和领导,其绝大部分收入通过线上完成,而不是医疗用品商店。公司为医疗专业人员提供的合身制服(手术服),因其产品的设计、质量和舒适度而获得声誉。通过让品牌大使使用Facebook的Instagram等社交媒体渠道推广产品,进而推动口碑,积累越来越多的忠实客户。 这一点,再加上医疗保健服装消费有持续的补货需求(医疗保健服装比其他服装类型磨损得更快),使得FIGS的留存率很高。2020年,FIGS保留了2019年客户群体的75%,而2017年至2019年50%的首次客户再次回到FIGS进行二次购买。 这两个事实表明,公司将不需要花费大量的广告来发展其业务,因为它的客户将继续回来重复购买。这对企业的长期盈利能力很重要。 强大的财务数据 对于一个快速成长的初创企业来说,FIGS的盈利能力令人惊讶。自2013年成立以来,它只筹集了6000万美元,这表明它的大部分增长来自于将销售服装产生的现金进行再投资。73%的高毛利率显示了公司的实力。 FIGS在2020年的自由现金流为1950万美元,营业收入为5800万美元。更令人印象深刻的是,FIGS在实现盈利的同时,收入以三位数的百分比增长。到2020年,公司的收入增长了138%,达到2.63亿美元,而在过去四年里,销售额的复合年增长率为146%。 凭借高毛利率和与忠实客户之间的封闭生态系统,FIGS似乎可","text":"虎友们关注到了$FIGS, Inc.(FIGS)$ 吗,这家初创公司正试图改变医疗服装行业。更令人兴奋的是,自5月27日上市以来,一个月时间公司自发行价22美元涨到48.7美元,涨幅121%。 商业模式 公司是一家直接面向消费者的初创公司,试图改变一个历史上沉闷的行业:医疗服装。 这家公司诞生于Shopify的电子商务平台,由女性创办和领导,其绝大部分收入通过线上完成,而不是医疗用品商店。公司为医疗专业人员提供的合身制服(手术服),因其产品的设计、质量和舒适度而获得声誉。通过让品牌大使使用Facebook的Instagram等社交媒体渠道推广产品,进而推动口碑,积累越来越多的忠实客户。 这一点,再加上医疗保健服装消费有持续的补货需求(医疗保健服装比其他服装类型磨损得更快),使得FIGS的留存率很高。2020年,FIGS保留了2019年客户群体的75%,而2017年至2019年50%的首次客户再次回到FIGS进行二次购买。 这两个事实表明,公司将不需要花费大量的广告来发展其业务,因为它的客户将继续回来重复购买。这对企业的长期盈利能力很重要。 强大的财务数据 对于一个快速成长的初创企业来说,FIGS的盈利能力令人惊讶。自2013年成立以来,它只筹集了6000万美元,这表明它的大部分增长来自于将销售服装产生的现金进行再投资。73%的高毛利率显示了公司的实力。 FIGS在2020年的自由现金流为1950万美元,营业收入为5800万美元。更令人印象深刻的是,FIGS在实现盈利的同时,收入以三位数的百分比增长。到2020年,公司的收入增长了138%,达到2.63亿美元,而在过去四年里,销售额的复合年增长率为146%。 凭借高毛利率和与忠实客户之间的封闭生态系统,FIGS似乎可","images":[{"img":"https://static.tigerbbs.com/51e5e3d132b0f302f606e1c0d7cd8b9f","width":"2000","height":"1364"},{"img":"https://static.tigerbbs.com/70fad5ebee1f5892cec8eeba6a8f42b0","width":"2000","height":"1333"},{"img":"https://static.tigerbbs.com/5306f6915cae0778af998093d23cbaf5","width":"2000","height":"1333"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159801950","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":139319238,"gmtCreate":1621591367924,"gmtModify":1621591367924,"author":{"id":"3494333756882055","authorId":"3494333756882055","name":"Austinsayhi","avatar":"https://static.tigerbbs.com/248d8c462f1db87ea9cdc11fc3173332","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494333756882055","authorIdStr":"3494333756882055"},"themes":[],"htmlText":"小虎知道为什么伦交所 lnsty最近跌这么多吗? 是英国出什么状况吗","listText":"小虎知道为什么伦交所 lnsty最近跌这么多吗? 是英国出什么状况吗","text":"小虎知道为什么伦交所 lnsty最近跌这么多吗? 是英国出什么状况吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/139319238","repostId":"191452310","repostType":1,"repost":{"id":191452310,"gmtCreate":1620902268030,"gmtModify":1620902268030,"author":{"id":"3528966054893519","authorId":"3528966054893519","name":"小虎说英股","avatar":"https://static.tigerbbs.com/b444754ad4cb8cbfaf0dcb4fb2537c79","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3528966054893519","authorIdStr":"3528966054893519"},"themes":[],"title":"英国私募股权巨头的财报蛮不错","htmlText":"1945年建立的<a target=\"_blank\" href=\"https://laohu8.com/S/III.UK\">$3i集团(III.UK)$</a> “3i Group” 是英国知名私募股权公司。公司运营几个私募基金,投资英国,美国和欧洲的各种各样投资项目。公司今年发年报(到2021年3月)年报不错啊。3i也管理伦敦知名技术设施基金<a target=\"_blank\" href=\"https://laohu8.com/S/3IN.UK\">$3I INFRASTRUCTURE(3IN.UK)$</a> [可爱] 这是公司的商标[开心] 3i 投资项目包括但不限于欧洲低成本零售公司ACTION,大海通信网络公司TAMPNET,和一个丹麦货船公司SCANDLINES。公司一共持有33家公司的私募股权。公司年报关键细节如下: 3i Group 净资产为91亿英镑,涨了18%[得意] 投资项目总回报为17亿英镑,涨了580%(这是因为公司持有的一些股份价值涨了,不是收入) 总债务为9.7亿英镑以及现金余额和信用贷款为7.2亿英镑。公司杠杆比率为8%[吃瓜] 3i Group每股净资产为947 GBX便士,涨了18%[财迷] 卖股份的收入为3.5千万英镑,跌了62%(这个不是坏消息,缺意味着公司没有把很多股份卖掉了) 投资项目股息和利息收入为1.5亿英镑,跌了21% 2020年每股股息为0.38英镑,涨了10% 公司每年两次支付股息。公司快要对每股支付0.21 英镑(21 GBX便士)。想获得该股息的人需要6月17日之前买入公司的股票。股息7月23日要到账。 3i Group在长期给投资者蛮好的回报。以下表格显示公司的股价在过去5年。在该时期公司股价年化复合增长率为20%[得意] 有任何问","listText":"1945年建立的<a target=\"_blank\" href=\"https://laohu8.com/S/III.UK\">$3i集团(III.UK)$</a> “3i Group” 是英国知名私募股权公司。公司运营几个私募基金,投资英国,美国和欧洲的各种各样投资项目。公司今年发年报(到2021年3月)年报不错啊。3i也管理伦敦知名技术设施基金<a target=\"_blank\" href=\"https://laohu8.com/S/3IN.UK\">$3I INFRASTRUCTURE(3IN.UK)$</a> [可爱] 这是公司的商标[开心] 3i 投资项目包括但不限于欧洲低成本零售公司ACTION,大海通信网络公司TAMPNET,和一个丹麦货船公司SCANDLINES。公司一共持有33家公司的私募股权。公司年报关键细节如下: 3i Group 净资产为91亿英镑,涨了18%[得意] 投资项目总回报为17亿英镑,涨了580%(这是因为公司持有的一些股份价值涨了,不是收入) 总债务为9.7亿英镑以及现金余额和信用贷款为7.2亿英镑。公司杠杆比率为8%[吃瓜] 3i Group每股净资产为947 GBX便士,涨了18%[财迷] 卖股份的收入为3.5千万英镑,跌了62%(这个不是坏消息,缺意味着公司没有把很多股份卖掉了) 投资项目股息和利息收入为1.5亿英镑,跌了21% 2020年每股股息为0.38英镑,涨了10% 公司每年两次支付股息。公司快要对每股支付0.21 英镑(21 GBX便士)。想获得该股息的人需要6月17日之前买入公司的股票。股息7月23日要到账。 3i Group在长期给投资者蛮好的回报。以下表格显示公司的股价在过去5年。在该时期公司股价年化复合增长率为20%[得意] 有任何问","text":"1945年建立的$3i集团(III.UK)$ “3i Group” 是英国知名私募股权公司。公司运营几个私募基金,投资英国,美国和欧洲的各种各样投资项目。公司今年发年报(到2021年3月)年报不错啊。3i也管理伦敦知名技术设施基金$3I INFRASTRUCTURE(3IN.UK)$ [可爱] 这是公司的商标[开心] 3i 投资项目包括但不限于欧洲低成本零售公司ACTION,大海通信网络公司TAMPNET,和一个丹麦货船公司SCANDLINES。公司一共持有33家公司的私募股权。公司年报关键细节如下: 3i Group 净资产为91亿英镑,涨了18%[得意] 投资项目总回报为17亿英镑,涨了580%(这是因为公司持有的一些股份价值涨了,不是收入) 总债务为9.7亿英镑以及现金余额和信用贷款为7.2亿英镑。公司杠杆比率为8%[吃瓜] 3i Group每股净资产为947 GBX便士,涨了18%[财迷] 卖股份的收入为3.5千万英镑,跌了62%(这个不是坏消息,缺意味着公司没有把很多股份卖掉了) 投资项目股息和利息收入为1.5亿英镑,跌了21% 2020年每股股息为0.38英镑,涨了10% 公司每年两次支付股息。公司快要对每股支付0.21 英镑(21 GBX便士)。想获得该股息的人需要6月17日之前买入公司的股票。股息7月23日要到账。 3i Group在长期给投资者蛮好的回报。以下表格显示公司的股价在过去5年。在该时期公司股价年化复合增长率为20%[得意] 有任何问","images":[{"img":"https://static.tigerbbs.com/95ba94a1beb75a95912c2c76a5d9258e","width":"264","height":"241"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/191452310","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":130926296,"gmtCreate":1621506137015,"gmtModify":1621506137015,"author":{"id":"3494333756882055","authorId":"3494333756882055","name":"Austinsayhi","avatar":"https://static.tigerbbs.com/248d8c462f1db87ea9cdc11fc3173332","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494333756882055","authorIdStr":"3494333756882055"},"themes":[],"htmlText":"72","listText":"72","text":"72","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/130926296","repostId":"130917304","repostType":1,"repost":{"id":130917304,"gmtCreate":1621503218604,"gmtModify":1621507510723,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"title":"燕麦奶公司Oatly今晚上市,一起来猜首日收盘价!","htmlText":"瑞典植物奶制造商<a href=\"https://laohu8.com/S/OTLY\">$Oatly Group AB(OTLY)$</a> 今晚上市,该公司表示,将以每股17美元的价格发行8440万股美国存托股票,这是其定价范围的上限。这意味着该公司的估值为100亿美元,IPO募资达到14亿美元。 摩根士丹利,摩根大通和瑞士信贷是此次发行的主要承销商。 Oatly由里卡德(Rickard)和比约恩·奥斯特(BjörnÖste)兄弟在1990年创立,Oatly的最大股东是比利时投资公司Verlinvest与一家名为Blossoms Key Holdings的实体之间的合作伙伴关系,该实体由中国国有企业华润集团有限公司控制。Verlinvest是酿酒商Anheuser-Busch InBev背后的家族投资公司。私募股权公司黑石集团还拥有Oatly的相当大的股份。 在由私募股权公司黑石集团(Blackstone Group)牵头的星光熠熠的投资回合中筹集了2亿美元,该公司的投资者还包括说唱歌手Jay Z和前星巴克负责人霍华德·舒尔茨(Howard Schultz)、Oprah Winfrey和Natalie Portman。 Oatly在欧洲,美国和中国的20多个市场上销售其产品。它主要以燕麦奶产品而闻名,它与包括星巴克在内的美国多家咖啡馆有合作关系。它还通过在线销售产品,并通过Target Corp和Tesco等食品零售商进行销售。 在股票上市之际,以植物为基础的食品行业继续吸引着主流投资者的关注,尤其是在快餐连锁店和高档餐厅创建新菜单以吸引健康和注重环境的食客的时候。 千禧一代和Z世代消费者主导着对植物性食品的大部分需求,他们非常愿意在健康的可持续产品上花费。 悬赏888虎币,你认为<a href=\"https://laohu8.com/S/OTLY\">$Oatly Gro</a>","listText":"瑞典植物奶制造商<a href=\"https://laohu8.com/S/OTLY\">$Oatly Group AB(OTLY)$</a> 今晚上市,该公司表示,将以每股17美元的价格发行8440万股美国存托股票,这是其定价范围的上限。这意味着该公司的估值为100亿美元,IPO募资达到14亿美元。 摩根士丹利,摩根大通和瑞士信贷是此次发行的主要承销商。 Oatly由里卡德(Rickard)和比约恩·奥斯特(BjörnÖste)兄弟在1990年创立,Oatly的最大股东是比利时投资公司Verlinvest与一家名为Blossoms Key Holdings的实体之间的合作伙伴关系,该实体由中国国有企业华润集团有限公司控制。Verlinvest是酿酒商Anheuser-Busch InBev背后的家族投资公司。私募股权公司黑石集团还拥有Oatly的相当大的股份。 在由私募股权公司黑石集团(Blackstone Group)牵头的星光熠熠的投资回合中筹集了2亿美元,该公司的投资者还包括说唱歌手Jay Z和前星巴克负责人霍华德·舒尔茨(Howard Schultz)、Oprah Winfrey和Natalie Portman。 Oatly在欧洲,美国和中国的20多个市场上销售其产品。它主要以燕麦奶产品而闻名,它与包括星巴克在内的美国多家咖啡馆有合作关系。它还通过在线销售产品,并通过Target Corp和Tesco等食品零售商进行销售。 在股票上市之际,以植物为基础的食品行业继续吸引着主流投资者的关注,尤其是在快餐连锁店和高档餐厅创建新菜单以吸引健康和注重环境的食客的时候。 千禧一代和Z世代消费者主导着对植物性食品的大部分需求,他们非常愿意在健康的可持续产品上花费。 悬赏888虎币,你认为<a href=\"https://laohu8.com/S/OTLY\">$Oatly Gro</a>","text":"瑞典植物奶制造商$Oatly Group AB(OTLY)$ 今晚上市,该公司表示,将以每股17美元的价格发行8440万股美国存托股票,这是其定价范围的上限。这意味着该公司的估值为100亿美元,IPO募资达到14亿美元。 摩根士丹利,摩根大通和瑞士信贷是此次发行的主要承销商。 Oatly由里卡德(Rickard)和比约恩·奥斯特(BjörnÖste)兄弟在1990年创立,Oatly的最大股东是比利时投资公司Verlinvest与一家名为Blossoms Key Holdings的实体之间的合作伙伴关系,该实体由中国国有企业华润集团有限公司控制。Verlinvest是酿酒商Anheuser-Busch InBev背后的家族投资公司。私募股权公司黑石集团还拥有Oatly的相当大的股份。 在由私募股权公司黑石集团(Blackstone Group)牵头的星光熠熠的投资回合中筹集了2亿美元,该公司的投资者还包括说唱歌手Jay Z和前星巴克负责人霍华德·舒尔茨(Howard Schultz)、Oprah Winfrey和Natalie Portman。 Oatly在欧洲,美国和中国的20多个市场上销售其产品。它主要以燕麦奶产品而闻名,它与包括星巴克在内的美国多家咖啡馆有合作关系。它还通过在线销售产品,并通过Target Corp和Tesco等食品零售商进行销售。 在股票上市之际,以植物为基础的食品行业继续吸引着主流投资者的关注,尤其是在快餐连锁店和高档餐厅创建新菜单以吸引健康和注重环境的食客的时候。 千禧一代和Z世代消费者主导着对植物性食品的大部分需求,他们非常愿意在健康的可持续产品上花费。 悬赏888虎币,你认为$Oatly Gro","images":[{"img":"https://static.tigerbbs.com/2804e5fded60fda5cc856fad278acb98","width":"300","height":"300"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/130917304","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326997238,"gmtCreate":1615571187324,"gmtModify":1703491186172,"author":{"id":"3494333756882055","authorId":"3494333756882055","name":"Austinsayhi","avatar":"https://static.tigerbbs.com/248d8c462f1db87ea9cdc11fc3173332","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494333756882055","authorIdStr":"3494333756882055"},"themes":[],"htmlText":"上个月低位你能买到20平均成本也是活见鬼了 ,12月以来的最低价也都22左右","listText":"上个月低位你能买到20平均成本也是活见鬼了 ,12月以来的最低价也都22左右","text":"上个月低位你能买到20平均成本也是活见鬼了 ,12月以来的最低价也都22左右","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326997238","repostId":"328197906","repostType":1,"repost":{"id":328197906,"gmtCreate":1615505196205,"gmtModify":1703490037611,"author":{"id":"3554612926023785","authorId":"3554612926023785","name":"Ericistaking","avatar":"https://static.tigerbbs.com/2ba1a761a1fa79aac1979266b55c5e62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554612926023785","authorIdStr":"3554612926023785"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>这个股我是上个月低位的时候买的,平均成本20。 今天听说木头姐又加仓了这个股。不知道真的假的,听说加仓了6千万美元价值的PLTR,谁会查的,去核实一下。 她加仓了,可以追一阵子。我准备到35-40之间才下车。","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>这个股我是上个月低位的时候买的,平均成本20。 今天听说木头姐又加仓了这个股。不知道真的假的,听说加仓了6千万美元价值的PLTR,谁会查的,去核实一下。 她加仓了,可以追一阵子。我准备到35-40之间才下车。","text":"$Palantir Technologies Inc.(PLTR)$这个股我是上个月低位的时候买的,平均成本20。 今天听说木头姐又加仓了这个股。不知道真的假的,听说加仓了6千万美元价值的PLTR,谁会查的,去核实一下。 她加仓了,可以追一阵子。我准备到35-40之间才下车。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328197906","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304900081,"gmtCreate":1605103773343,"gmtModify":1703836236326,"author":{"id":"3494333756882055","authorId":"3494333756882055","name":"Austinsayhi","avatar":"https://static.tigerbbs.com/248d8c462f1db87ea9cdc11fc3173332","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494333756882055","authorIdStr":"3494333756882055"},"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/304900081","repostId":"1176150494","repostType":4,"isVote":1,"tweetType":1,"viewCount":1192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303489384,"gmtCreate":1603226400448,"gmtModify":1703829149166,"author":{"id":"3494333756882055","authorId":"3494333756882055","name":"Austinsayhi","avatar":"https://static.tigerbbs.com/248d8c462f1db87ea9cdc11fc3173332","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494333756882055","authorIdStr":"3494333756882055"},"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/303489384","repostId":"974921414","repostType":1,"repost":{"id":974921414,"gmtCreate":1600907841838,"gmtModify":1703822931020,"author":{"id":"3520120256277227","authorId":"3520120256277227","name":"雷递","avatar":"https://static.tigerbbs.com/c1d76d196de1b078825d97644631d0f1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520120256277227","authorIdStr":"3520120256277227"},"themes":[],"title":"处方药折扣平台GoodRx上市:涨50% 市值194亿美元","htmlText":"雷帝网 雷建平 9月24日报道美国处方药折扣平台GoodRx(股票代码为GDRX)昨日在美国纳斯达克上市,发行价为33美元,高于之前的发行区间24到28美元。GoodRx此次发行34,615,384股,募集资金总额为11.42亿美元。这其中,GoodRx出售23,422,727股,现有股东出售11,192,657股。也就是说,GoodRx的现有股东套现3.6亿美元。GoodRx上市获Silver Lake(银湖资本)的加持,在此次IPO过程中,Silver Lake投资1亿美元。上半年净利为5468万美元GoodRx的盈利之道是寻找低价处方药,GoodRx联合创始人Doug Hirsch发现在条件不变情形下,原有保费上涨,收费越来越高,用户需要支付的账单金额越来越大。但患者能得到的医疗服务却越来越少。与中国环境不同,美国问诊费用的高昂以及处方药价格的昂贵,使得约30%处方被搁置。美国人中大约有高达2/3的人因为花费高昂的原因避免或者延迟购买处方药。此外,美国本身有着1/4的人群并没有初级保健医生。每一年,一个典型的美国家庭,在医疗保险和自付费用上支出高达5000美元。因此,GoodRx的初心是为每一个美国人提供负担得起的医疗服务。GoodRx还在2019年其收购了HeyDoctor,为用户提供远程医疗服务。并在2020年推出GoodRx Telehealth Marketplace项目,引入第三方医疗服务提供商为用户提供服务。GoodRx于2020年8月底以6010万美元的价格收购了为零售连锁店提供处方管理服务的Scriptcycle。招股书显示,GoodRx在2016年、2017年、2018年、2019年的营收分别为9937万美元、1.57亿美元、2.5亿美元、3.88亿美元;GoodRx在2020年上半年营收为2.57亿美元,上年同期的营收为1.73亿美元。GoodRx","listText":"雷帝网 雷建平 9月24日报道美国处方药折扣平台GoodRx(股票代码为GDRX)昨日在美国纳斯达克上市,发行价为33美元,高于之前的发行区间24到28美元。GoodRx此次发行34,615,384股,募集资金总额为11.42亿美元。这其中,GoodRx出售23,422,727股,现有股东出售11,192,657股。也就是说,GoodRx的现有股东套现3.6亿美元。GoodRx上市获Silver Lake(银湖资本)的加持,在此次IPO过程中,Silver Lake投资1亿美元。上半年净利为5468万美元GoodRx的盈利之道是寻找低价处方药,GoodRx联合创始人Doug Hirsch发现在条件不变情形下,原有保费上涨,收费越来越高,用户需要支付的账单金额越来越大。但患者能得到的医疗服务却越来越少。与中国环境不同,美国问诊费用的高昂以及处方药价格的昂贵,使得约30%处方被搁置。美国人中大约有高达2/3的人因为花费高昂的原因避免或者延迟购买处方药。此外,美国本身有着1/4的人群并没有初级保健医生。每一年,一个典型的美国家庭,在医疗保险和自付费用上支出高达5000美元。因此,GoodRx的初心是为每一个美国人提供负担得起的医疗服务。GoodRx还在2019年其收购了HeyDoctor,为用户提供远程医疗服务。并在2020年推出GoodRx Telehealth Marketplace项目,引入第三方医疗服务提供商为用户提供服务。GoodRx于2020年8月底以6010万美元的价格收购了为零售连锁店提供处方管理服务的Scriptcycle。招股书显示,GoodRx在2016年、2017年、2018年、2019年的营收分别为9937万美元、1.57亿美元、2.5亿美元、3.88亿美元;GoodRx在2020年上半年营收为2.57亿美元,上年同期的营收为1.73亿美元。GoodRx","text":"雷帝网 雷建平 9月24日报道美国处方药折扣平台GoodRx(股票代码为GDRX)昨日在美国纳斯达克上市,发行价为33美元,高于之前的发行区间24到28美元。GoodRx此次发行34,615,384股,募集资金总额为11.42亿美元。这其中,GoodRx出售23,422,727股,现有股东出售11,192,657股。也就是说,GoodRx的现有股东套现3.6亿美元。GoodRx上市获Silver Lake(银湖资本)的加持,在此次IPO过程中,Silver Lake投资1亿美元。上半年净利为5468万美元GoodRx的盈利之道是寻找低价处方药,GoodRx联合创始人Doug Hirsch发现在条件不变情形下,原有保费上涨,收费越来越高,用户需要支付的账单金额越来越大。但患者能得到的医疗服务却越来越少。与中国环境不同,美国问诊费用的高昂以及处方药价格的昂贵,使得约30%处方被搁置。美国人中大约有高达2/3的人因为花费高昂的原因避免或者延迟购买处方药。此外,美国本身有着1/4的人群并没有初级保健医生。每一年,一个典型的美国家庭,在医疗保险和自付费用上支出高达5000美元。因此,GoodRx的初心是为每一个美国人提供负担得起的医疗服务。GoodRx还在2019年其收购了HeyDoctor,为用户提供远程医疗服务。并在2020年推出GoodRx Telehealth Marketplace项目,引入第三方医疗服务提供商为用户提供服务。GoodRx于2020年8月底以6010万美元的价格收购了为零售连锁店提供处方管理服务的Scriptcycle。招股书显示,GoodRx在2016年、2017年、2018年、2019年的营收分别为9937万美元、1.57亿美元、2.5亿美元、3.88亿美元;GoodRx在2020年上半年营收为2.57亿美元,上年同期的营收为1.73亿美元。GoodRx","images":[{"img":"https://static.tigerbbs.com/e05ed8bc8a6f69f25e3c43358f5dc9cc","width":"640","height":"415"},{"img":"https://static.tigerbbs.com/86dc0bb2425e35929d92b105c18da6c9","width":"640","height":"242"},{"img":"https://static.tigerbbs.com/12a7b68dda0ca4c65adbbe7c7f5e08ca","width":"640","height":"349"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/974921414","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309025673,"gmtCreate":1602504772092,"gmtModify":1703826749960,"author":{"id":"3494333756882055","authorId":"3494333756882055","name":"Austinsayhi","avatar":"https://static.tigerbbs.com/248d8c462f1db87ea9cdc11fc3173332","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494333756882055","authorIdStr":"3494333756882055"},"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/309025673","repostId":"2074095788","repostType":2,"isVote":1,"tweetType":1,"viewCount":764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}