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一点小孤单

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一点小孤单

2021-05-08

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2021-05-04

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一点小孤单

2021-05-04

这篇文章不错，转发给大家看

@深燃:5年烧了好几亿，资本还是教不会年轻人喝酒

一点小孤单

2021-04-26

$小米集团-W(01810)$[呆住]

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2021-04-23

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2021-04-22

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2021-04-22

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2021-04-19

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2021-04-17

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2021-04-16

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2021-04-16

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一点小孤单

2021-04-15

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@市值观察:看懂复星医药，太难了？

一点小孤单

2021-04-15

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2021-04-12

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2021-04-11

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2021-04-10

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@巴伦周刊:史上最大单日亏损？中概股暴跌的传闻与事实

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2021-04-08

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一点小孤单

2021-04-08

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2021-04-07

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一点小孤单

2021-04-06

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| 黎明编辑 | 魏佳“现在的年轻人，到底还喝不喝白酒？”这几乎是一个世纪谜题。一方面以茅台为首的各种白酒股，股价涨到飞起，另一方面身边的年轻人越来越少喝白酒，甚至选择“敬酒不吃吃罚酒”。最典型的是，去年8月厦门国际银行一新入职员工，在公司聚会的酒桌上因拒绝喝酒，被领导当场打耳光。但酒桌之外，年轻人似乎喝得很嗨，只不过，喝的不是传统意义上的白酒。梅子酒、花果酒、茶果酒、米酒、苏打酒，各种面向年轻人的低度酒品牌，从去年开始突然火起来了，并且受到资本追捧。此前，李佳琦直播带货20万瓶的梅见，就是江小白旗下的一款果酒。这是一个新兴的创业赛道。根据IT桔子数据，去年下半年开始，短短半年内，国内有6个低度酒项目获得融资，超过了2019年全年。如果我们再把时间往前追溯，会发现在如何让年轻人喝酒这件事上，创业者可谓煞费苦心。一开始是新型白酒，比如前几年火过一阵的江小白；然后是精酿啤酒，比如2017年前后拿到不少融资的各种以动物命名的啤酒品牌，熊猫、斑马、猴子……后来江小白坠落风口，打着先锋旗号的开山白酒，在互联网圈子里火起来；再就是现在形形**的果酒。以上各种“花式酒水”，有一个最大的共同点——瞄准的是年轻人市场。过去，酒桌教年轻人做人，但年轻人不听话，所以被打耳光，现在，资本教年轻人喝酒，给他们端上了新型白酒、精酿啤酒、果酒、米酒。为了搞定年轻人，有人甚至把0糖0脂0卡的概念都搬出来，套用到了酒上面，讲个健康养生的故事，打动年轻人。有95后吐槽：喝个酒而已，急什么？端过来，我全都要。然而尴尬的是，故事再多、资本再急，至今没有出现一个品牌，能真正挑战传统白酒的地位。或许，年轻人随着阅历的增长，终将投入茅台五粮液们的怀抱。为了教年轻人喝酒，资本急了最早开始教年轻人喝酒，并受到资本关注的，其实是江小白。过去很多人知道江小白，不是因为酒，而是因为酒","listText":"深燃（shenrancaijing）原创作者 | 黎明编辑 | 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编辑：小市妹复星医药跟德国BioNTech达成新冠疫苗研发合作后，股价半年内涨了3倍，市值最高超过2000亿。但此后至今，股价近乎腰斩。经历了暴涨暴跌的复星医药，2020年业绩到底有什么重大变化？【“白捡”5亿】年报显示，复星医药2020年营业收入303.07亿元，同比增长6.02%；归母净利润36.63亿元，同比增长10.27%；经营性净现金流25.80亿元，扣除2020年末向BioNTech支付1.25亿欧元新冠疫苗首付款的影响后，同口径增长11.19%。受疫情等因素影响，公司营收占比最高的制药业务增长缓慢，成为拖累业绩的重要原因。这是近5年来复星医药的营收增速首次跌破双位数，似乎不容乐观。事实上，制药行业在去年的特殊环境下效益普遍较差，据全球著名医药咨询公司IQVIA发布的医院终端市场数据，行业平均增长率是-11.2%。相比而言，复星能够保持正增长，已经算难能可贵。我们也可以看到，随着疫情逐步缓和，复星整体业绩在逐步好转。第四季度公司营收82.04亿元，同比增长了11.50%，扣非归母净利润6.58亿元，同比增长28.43%。此外，复星2020年最引人关注的项目mRNA新冠疫苗，并没有在当年实现实际销售进账，对复星去年的营收增速造成一定影响，同时也为今年的业绩增长留下伏笔。按照合作协议，供应于中国大陆、香港和澳门的新冠疫苗成品，复星医药和BioNTech将按65%、35%的比例分享销售毛利。2021年，复星计划引进量达到一亿剂，疫苗上的收益可能会在今年给公司营收带来较大幅度提升。值得一提的是，去年3月13日，复星医药控股子公司复星实业以31.63美元/股的价格，认购BioNTech新增发行的158万余股普通股，认购金额达到5000万美金。疫苗虽然还没开卖，但因股票上涨这笔投资在2020年为复星医药贡献了5.45亿元的净利润，占上市公司利润总额的11.64","listText":"作者：大师兄 编辑：小市妹复星医药跟德国BioNTech达成新冠疫苗研发合作后，股价半年内涨了3倍，市值最高超过2000亿。但此后至今，股价近乎腰斩。经历了暴涨暴跌的复星医药，2020年业绩到底有什么重大变化？【“白捡”5亿】年报显示，复星医药2020年营业收入303.07亿元，同比增长6.02%；归母净利润36.63亿元，同比增长10.27%；经营性净现金流25.80亿元，扣除2020年末向BioNTech支付1.25亿欧元新冠疫苗首付款的影响后，同口径增长11.19%。受疫情等因素影响，公司营收占比最高的制药业务增长缓慢，成为拖累业绩的重要原因。这是近5年来复星医药的营收增速首次跌破双位数，似乎不容乐观。事实上，制药行业在去年的特殊环境下效益普遍较差，据全球著名医药咨询公司IQVIA发布的医院终端市场数据，行业平均增长率是-11.2%。相比而言，复星能够保持正增长，已经算难能可贵。我们也可以看到，随着疫情逐步缓和，复星整体业绩在逐步好转。第四季度公司营收82.04亿元，同比增长了11.50%，扣非归母净利润6.58亿元，同比增长28.43%。此外，复星2020年最引人关注的项目mRNA新冠疫苗，并没有在当年实现实际销售进账，对复星去年的营收增速造成一定影响，同时也为今年的业绩增长留下伏笔。按照合作协议，供应于中国大陆、香港和澳门的新冠疫苗成品，复星医药和BioNTech将按65%、35%的比例分享销售毛利。2021年，复星计划引进量达到一亿剂，疫苗上的收益可能会在今年给公司营收带来较大幅度提升。值得一提的是，去年3月13日，复星医药控股子公司复星实业以31.63美元/股的价格，认购BioNTech新增发行的158万余股普通股，认购金额达到5000万美金。疫苗虽然还没开卖，但因股票上涨这笔投资在2020年为复星医药贡献了5.45亿元的净利润，占上市公司利润总额的11.64","text":"作者：大师兄 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编辑：小市妹复星医药跟德国BioNTech达成新冠疫苗研发合作后，股价半年内涨了3倍，市值最高超过2000亿。但此后至今，股价近乎腰斩。经历了暴涨暴跌的复星医药，2020年业绩到底有什么重大变化？【“白捡”5亿】年报显示，复星医药2020年营业收入303.07亿元，同比增长6.02%；归母净利润36.63亿元，同比增长10.27%；经营性净现金流25.80亿元，扣除2020年末向BioNTech支付1.25亿欧元新冠疫苗首付款的影响后，同口径增长11.19%。受疫情等因素影响，公司营收占比最高的制药业务增长缓慢，成为拖累业绩的重要原因。这是近5年来复星医药的营收增速首次跌破双位数，似乎不容乐观。事实上，制药行业在去年的特殊环境下效益普遍较差，据全球著名医药咨询公司IQVIA发布的医院终端市场数据，行业平均增长率是-11.2%。相比而言，复星能够保持正增长，已经算难能可贵。我们也可以看到，随着疫情逐步缓和，复星整体业绩在逐步好转。第四季度公司营收82.04亿元，同比增长了11.50%，扣非归母净利润6.58亿元，同比增长28.43%。此外，复星2020年最引人关注的项目mRNA新冠疫苗，并没有在当年实现实际销售进账，对复星去年的营收增速造成一定影响，同时也为今年的业绩增长留下伏笔。按照合作协议，供应于中国大陆、香港和澳门的新冠疫苗成品，复星医药和BioNTech将按65%、35%的比例分享销售毛利。2021年，复星计划引进量达到一亿剂，疫苗上的收益可能会在今年给公司营收带来较大幅度提升。值得一提的是，去年3月13日，复星医药控股子公司复星实业以31.63美元/股的价格，认购BioNTech新增发行的158万余股普通股，认购金额达到5000万美金。疫苗虽然还没开卖，但因股票上涨这笔投资在2020年为复星医药贡献了5.45亿元的净利润，占上市公司利润总额的11.64","listText":"作者：大师兄 编辑：小市妹复星医药跟德国BioNTech达成新冠疫苗研发合作后，股价半年内涨了3倍，市值最高超过2000亿。但此后至今，股价近乎腰斩。经历了暴涨暴跌的复星医药，2020年业绩到底有什么重大变化？【“白捡”5亿】年报显示，复星医药2020年营业收入303.07亿元，同比增长6.02%；归母净利润36.63亿元，同比增长10.27%；经营性净现金流25.80亿元，扣除2020年末向BioNTech支付1.25亿欧元新冠疫苗首付款的影响后，同口径增长11.19%。受疫情等因素影响，公司营收占比最高的制药业务增长缓慢，成为拖累业绩的重要原因。这是近5年来复星医药的营收增速首次跌破双位数，似乎不容乐观。事实上，制药行业在去年的特殊环境下效益普遍较差，据全球著名医药咨询公司IQVIA发布的医院终端市场数据，行业平均增长率是-11.2%。相比而言，复星能够保持正增长，已经算难能可贵。我们也可以看到，随着疫情逐步缓和，复星整体业绩在逐步好转。第四季度公司营收82.04亿元，同比增长了11.50%，扣非归母净利润6.58亿元，同比增长28.43%。此外，复星2020年最引人关注的项目mRNA新冠疫苗，并没有在当年实现实际销售进账，对复星去年的营收增速造成一定影响，同时也为今年的业绩增长留下伏笔。按照合作协议，供应于中国大陆、香港和澳门的新冠疫苗成品，复星医药和BioNTech将按65%、35%的比例分享销售毛利。2021年，复星计划引进量达到一亿剂，疫苗上的收益可能会在今年给公司营收带来较大幅度提升。值得一提的是，去年3月13日，复星医药控股子公司复星实业以31.63美元/股的价格，认购BioNTech新增发行的158万余股普通股，认购金额达到5000万美金。疫苗虽然还没开卖，但因股票上涨这笔投资在2020年为复星医药贡献了5.45亿元的净利润，占上市公司利润总额的11.64","text":"作者：大师兄 编辑：小市妹复星医药跟德国BioNTech达成新冠疫苗研发合作后，股价半年内涨了3倍，市值最高超过2000亿。但此后至今，股价近乎腰斩。经历了暴涨暴跌的复星医药，2020年业绩到底有什么重大变化？【“白捡”5亿】年报显示，复星医药2020年营业收入303.07亿元，同比增长6.02%；归母净利润36.63亿元，同比增长10.27%；经营性净现金流25.80亿元，扣除2020年末向BioNTech支付1.25亿欧元新冠疫苗首付款的影响后，同口径增长11.19%。受疫情等因素影响，公司营收占比最高的制药业务增长缓慢，成为拖累业绩的重要原因。这是近5年来复星医药的营收增速首次跌破双位数，似乎不容乐观。事实上，制药行业在去年的特殊环境下效益普遍较差，据全球著名医药咨询公司IQVIA发布的医院终端市场数据，行业平均增长率是-11.2%。相比而言，复星能够保持正增长，已经算难能可贵。我们也可以看到，随着疫情逐步缓和，复星整体业绩在逐步好转。第四季度公司营收82.04亿元，同比增长了11.50%，扣非归母净利润6.58亿元，同比增长28.43%。此外，复星2020年最引人关注的项目mRNA新冠疫苗，并没有在当年实现实际销售进账，对复星去年的营收增速造成一定影响，同时也为今年的业绩增长留下伏笔。按照合作协议，供应于中国大陆、香港和澳门的新冠疫苗成品，复星医药和BioNTech将按65%、35%的比例分享销售毛利。2021年，复星计划引进量达到一亿剂，疫苗上的收益可能会在今年给公司营收带来较大幅度提升。值得一提的是，去年3月13日，复星医药控股子公司复星实业以31.63美元/股的价格，认购BioNTech新增发行的158万余股普通股，认购金额达到5000万美金。疫苗虽然还没开卖，但因股票上涨这笔投资在2020年为复星医药贡献了5.45亿元的净利润，占上市公司利润总额的11.64","images":[{"img":"https://static.tigerbbs.com/5a4bc4359f557f033aaef0db830142e1","width":"1080","height":"542"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344923072","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":349991634,"gmtCreate":1617513928328,"gmtModify":1617513928328,"author":{"id":"3575524924656544","authorId":"3575524924656544","name":"一点小孤单","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":1,"crmLevelSwitch":0},"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":3,"repostSize":0,"link":"https://laohu8.com/post/349991634","repostId":"340850761","repostType":1,"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356122325,"gmtCreate":1616765806867,"gmtModify":1616765806867,"author":{"id":"3575524924656544","authorId":"3575524924656544","name":"一点小孤单","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":1,"crmLevelSwitch":0},"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":3,"repostSize":0,"link":"https://laohu8.com/post/356122325","repostId":"356066578","repostType":1,"repost":{"id":356066578,"gmtCreate":1616743714490,"gmtModify":1616765878365,"author":{"id":"3479274683617906","authorId":"3479274683617906","name":"期货直播课代表","avatar":"https://static.tigerbbs.com/ffac331a6c299c3ae1fa4426f918e5e0","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"叮！叮！今晚上课：一位28年经验的基金经理分享当下交易策略","htmlText":"当美国财政部不断推出上万亿刺激的当下，市场上突然传出了美联储将提前加息紧缩的声音，大宗商品经历了近期的大起大落，特别是原油市场更加复杂，苏伊士运河又被堵塞，我们该如何判断油市的后期走势，黄金，白银和农产品还有哪些获利机会呢？ 本周五晚9点，快来老虎直播间，听讲师寇健和您分享大宗商品的牛市机会和实战策略。 ----------- <a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16145863822615&quot;}\" target=\"_blank\">==点我传送进：大宗商品超级牛市到哪里了？原油和黄金还有机会么？==</a> ------------- 主讲人：寇健（James Kou），资深期权交易员。拥有28年的期权投资交易经验，他管理的期权和期货资产组合在2011- 2013年获得240％的回报。曾担任Citibank及Morgan Stanley两家银行交易员，亲身经历1987年股灾，仍在股灾中获利。也担任过大华银行衍生品负责人，管理数亿美元基金并成功获利10年。 <a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连(NQmain)$</a> &nbsp;&nbsp;<a href=\"https://laohu8.com/FUT/YMmain\">$道琼斯指数主连(YMmain)$</a> &nbsp;&nbsp;<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连(GCmain)$</a> &nbsp;&nbsp;<a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连(CLmain)$</a> &nbsp;","listText":"当美国财政部不断推出上万亿刺激的当下，市场上突然传出了美联储将提前加息紧缩的声音，大宗商品经历了近期的大起大落，特别是原油市场更加复杂，苏伊士运河又被堵塞，我们该如何判断油市的后期走势，黄金，白银和农产品还有哪些获利机会呢？ 本周五晚9点，快来老虎直播间，听讲师寇健和您分享大宗商品的牛市机会和实战策略。 ----------- <a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16145863822615&quot;}\" target=\"_blank\">==点我传送进：大宗商品超级牛市到哪里了？原油和黄金还有机会么？==</a> ------------- 主讲人：寇健（James Kou），资深期权交易员。拥有28年的期权投资交易经验，他管理的期权和期货资产组合在2011- 2013年获得240％的回报。曾担任Citibank及Morgan Stanley两家银行交易员，亲身经历1987年股灾，仍在股灾中获利。也担任过大华银行衍生品负责人，管理数亿美元基金并成功获利10年。 <a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连(NQmain)$</a> &nbsp;&nbsp;<a href=\"https://laohu8.com/FUT/YMmain\">$道琼斯指数主连(YMmain)$</a> &nbsp;&nbsp;<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连(GCmain)$</a> &nbsp;&nbsp;<a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连(CLmain)$</a> &nbsp;","text":"当美国财政部不断推出上万亿刺激的当下，市场上突然传出了美联储将提前加息紧缩的声音，大宗商品经历了近期的大起大落，特别是原油市场更加复杂，苏伊士运河又被堵塞，我们该如何判断油市的后期走势，黄金，白银和农产品还有哪些获利机会呢？ 本周五晚9点，快来老虎直播间，听讲师寇健和您分享大宗商品的牛市机会和实战策略。 ----------- ==点我传送进：大宗商品超级牛市到哪里了？原油和黄金还有机会么？== ------------- 主讲人：寇健（James Kou），资深期权交易员。拥有28年的期权投资交易经验，他管理的期权和期货资产组合在2011- 2013年获得240％的回报。曾担任Citibank及Morgan Stanley两家银行交易员，亲身经历1987年股灾，仍在股灾中获利。也担任过大华银行衍生品负责人，管理数亿美元基金并成功获利10年。 $NQ100指数主连(NQmain)$ $道琼斯指数主连(YMmain)$ $黄金主连(GCmain)$ 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| 《巴伦周刊》中文版撰稿人 彭韧 编辑 | 康娟 许多信息来自于碎片、流言和报道，以及圈内朋友的讨论，我们将它们串联成了一幅有逻辑联系的拼图。 从3月24日开始，部分中概股发生诡异暴跌，之所以说诡异，是因为跌幅巨大而且走势异常一致：爱奇艺、唯品会和腾讯音乐都是在几天内跌去近半，跟谁学更是一天内就完成腰斩，而同期大盘相对稳定，于是市场开始浮现不少传闻，周末一篇名为《人类史上最大单日亏损》的文章在网络刷屏，长相酷似岳云鹏的韩国人Bill Hwang和他的家族办公室Archegos Capital浮出海面。 不过，到目前为止，所有关于Bill Hwang和Archegos Capital的报道都是基于一些坊间传闻和不明消息源的猜测，尽管这些猜测逻辑缜密，合丝严缝，同时也能够获得股价走势的佐证，但它们仍然只是猜测。《巴伦周刊》中文版与最早分析此事的大V之一、资深美股投资人陈达聊了聊近日中概股的诡异走势，以及它对于投资者的警示。 图：Bill Hwang，图源网络 《巴伦周刊》中文版：上周部分中概股发生暴跌，但这一轮下跌跟去年三月的全市场大跌并不一样，暴跌集中在中概股中的教育股、部分视频网站和百度、唯品会这几家公司，并没有扩大到所有中概股，而同期美股大盘也相对稳定，对于其背后的原因众说纷纭，比如有人认为跟SEC声称正开始推进《外国公司问责法案》有关，也有人指出这是由于某基金爆仓所导致的，您认为近期中概股异动背后是什么原因，或者说，我们现在真的能知道背后的原因吗？ 陈达：我们先来梳理一下事实的时间线。首先是在3月23日左右，交易圈里爆出高盛正在为一宗美股大宗交易（ block trade）寻找买家，这笔大宗交易包含1000万股百度，185美元到市价出；5000万股腾讯音乐，17.6美元到市价出，3200万股唯品会，27.6美元到市价出，这笔大宗交易不但交易量极大，而且都比当时的","listText":"文 | 《巴伦周刊》中文版撰稿人 彭韧 编辑 | 康娟 许多信息来自于碎片、流言和报道，以及圈内朋友的讨论，我们将它们串联成了一幅有逻辑联系的拼图。 从3月24日开始，部分中概股发生诡异暴跌，之所以说诡异，是因为跌幅巨大而且走势异常一致：爱奇艺、唯品会和腾讯音乐都是在几天内跌去近半，跟谁学更是一天内就完成腰斩，而同期大盘相对稳定，于是市场开始浮现不少传闻，周末一篇名为《人类史上最大单日亏损》的文章在网络刷屏，长相酷似岳云鹏的韩国人Bill Hwang和他的家族办公室Archegos Capital浮出海面。 不过，到目前为止，所有关于Bill Hwang和Archegos Capital的报道都是基于一些坊间传闻和不明消息源的猜测，尽管这些猜测逻辑缜密，合丝严缝，同时也能够获得股价走势的佐证，但它们仍然只是猜测。《巴伦周刊》中文版与最早分析此事的大V之一、资深美股投资人陈达聊了聊近日中概股的诡异走势，以及它对于投资者的警示。 图：Bill Hwang，图源网络 《巴伦周刊》中文版：上周部分中概股发生暴跌，但这一轮下跌跟去年三月的全市场大跌并不一样，暴跌集中在中概股中的教育股、部分视频网站和百度、唯品会这几家公司，并没有扩大到所有中概股，而同期美股大盘也相对稳定，对于其背后的原因众说纷纭，比如有人认为跟SEC声称正开始推进《外国公司问责法案》有关，也有人指出这是由于某基金爆仓所导致的，您认为近期中概股异动背后是什么原因，或者说，我们现在真的能知道背后的原因吗？ 陈达：我们先来梳理一下事实的时间线。首先是在3月23日左右，交易圈里爆出高盛正在为一宗美股大宗交易（ block trade）寻找买家，这笔大宗交易包含1000万股百度，185美元到市价出；5000万股腾讯音乐，17.6美元到市价出，3200万股唯品会，27.6美元到市价出，这笔大宗交易不但交易量极大，而且都比当时的","text":"文 | 《巴伦周刊》中文版撰稿人 彭韧 编辑 | 康娟 许多信息来自于碎片、流言和报道，以及圈内朋友的讨论，我们将它们串联成了一幅有逻辑联系的拼图。 从3月24日开始，部分中概股发生诡异暴跌，之所以说诡异，是因为跌幅巨大而且走势异常一致：爱奇艺、唯品会和腾讯音乐都是在几天内跌去近半，跟谁学更是一天内就完成腰斩，而同期大盘相对稳定，于是市场开始浮现不少传闻，周末一篇名为《人类史上最大单日亏损》的文章在网络刷屏，长相酷似岳云鹏的韩国人Bill Hwang和他的家族办公室Archegos Capital浮出海面。 不过，到目前为止，所有关于Bill Hwang和Archegos Capital的报道都是基于一些坊间传闻和不明消息源的猜测，尽管这些猜测逻辑缜密，合丝严缝，同时也能够获得股价走势的佐证，但它们仍然只是猜测。《巴伦周刊》中文版与最早分析此事的大V之一、资深美股投资人陈达聊了聊近日中概股的诡异走势，以及它对于投资者的警示。 图：Bill Hwang，图源网络 《巴伦周刊》中文版：上周部分中概股发生暴跌，但这一轮下跌跟去年三月的全市场大跌并不一样，暴跌集中在中概股中的教育股、部分视频网站和百度、唯品会这几家公司，并没有扩大到所有中概股，而同期美股大盘也相对稳定，对于其背后的原因众说纷纭，比如有人认为跟SEC声称正开始推进《外国公司问责法案》有关，也有人指出这是由于某基金爆仓所导致的，您认为近期中概股异动背后是什么原因，或者说，我们现在真的能知道背后的原因吗？ 陈达：我们先来梳理一下事实的时间线。首先是在3月23日左右，交易圈里爆出高盛正在为一宗美股大宗交易（ block trade）寻找买家，这笔大宗交易包含1000万股百度，185美元到市价出；5000万股腾讯音乐，17.6美元到市价出，3200万股唯品会，27.6美元到市价出，这笔大宗交易不但交易量极大，而且都比当时的","images":[{"img":"https://static.tigerbbs.com/90e72b5ee284418892b301bbe3653c3e","width":"1080","height":"720"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355032489","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359654216,"gmtCreate":1616397415535,"gmtModify":1616397415535,"author":{"id":"3575524924656544","authorId":"3575524924656544","name":"一点小孤单","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"很好的啊","listText":"很好的啊","text":"很好的啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/359654216","repostId":"350777401","repostType":1,"repost":{"id":350777401,"gmtCreate":1616295964403,"gmtModify":1617385204056,"author":{"id":"3555926517215344","authorId":"3555926517215344","name":"走马财经","avatar":"https://static.tigerbbs.com/405de4c75e3b97b2d778531943cbe586","crmLevel":2,"crmLevelSwitch":0},"themes":[],"title":"拼多多2020年度财报深度解读和未来业绩展望","htmlText":"这是走马财经关于拼多多的第36篇文章，公众号后台回复拼多多，自动获取36篇文章合集。2020年12月23日，我写过拼多多的2020年度回顾和2021年度展望，当时四季度和全年的数据我给了预测，除了营收部分，因为四季度增加了自营业务53亿多，所以差距有点大之外，其它部分预测数据和财报公布的数据还是蛮接近的，大家可以移步这里查看：拼多多：2020年度回顾与2021年度展望（全文）3月17日财报发布了，有了一些突发的状况，比如央视春晚赞助临时退出，比如黄峥辞任董事长，也有一些新的变化趋势，比如自营业务，比如社区团购，所以今天特意再做一次更新版的2020年度回顾和未来展望。这次的回顾和展望跟上次略有不同，我会从业绩表现、业务进展和行业格局、宏观影响三个方面来谈，但是不会像之前那样再分出回顾和展望两大块，而是把回顾和展望放在一起来讲。希望对你有所裨益。1.业绩一览1.1&nbsp;年活跃买家数达到7.88亿，2021年有望达到9亿买家2020年Q4新增年活跃买家5710万，继续大增，年度活跃买家数达到7.88亿，超越阿里巴巴的7.79亿，正式成为全球第一大电商平台（以用户数量计）。之前的文章中我们就预测过拼多多用户数四季度大概率会超越阿里。但是，当这一事实真的发生时，我还是感觉有点吃惊。接下来的2021年四个季度，拼多多仍然有望维持平均单季度3000万新增用户的节奏，到2021年底，买家数有望来到9亿左右，离10亿消费者目标一步之遥。1.2&nbsp;月活达到7.2亿，2021年有望达到9亿左右此前我曾预测四季度月活会超过7亿，实际数值达到了7.2亿，大幅超过预期。全年净增2.38亿，同比增长50%。截止2020年9月底，拼多多APP月活来到6.43亿，同比增长50%，环比增加了7460万。大概率四季度超过7亿。由于月活只统计APP登录用户，而有一部分拼多多买家是没有下载APP的，只","listText":"这是走马财经关于拼多多的第36篇文章，公众号后台回复拼多多，自动获取36篇文章合集。2020年12月23日，我写过拼多多的2020年度回顾和2021年度展望，当时四季度和全年的数据我给了预测，除了营收部分，因为四季度增加了自营业务53亿多，所以差距有点大之外，其它部分预测数据和财报公布的数据还是蛮接近的，大家可以移步这里查看：拼多多：2020年度回顾与2021年度展望（全文）3月17日财报发布了，有了一些突发的状况，比如央视春晚赞助临时退出，比如黄峥辞任董事长，也有一些新的变化趋势，比如自营业务，比如社区团购，所以今天特意再做一次更新版的2020年度回顾和未来展望。这次的回顾和展望跟上次略有不同，我会从业绩表现、业务进展和行业格局、宏观影响三个方面来谈，但是不会像之前那样再分出回顾和展望两大块，而是把回顾和展望放在一起来讲。希望对你有所裨益。1.业绩一览1.1&nbsp;年活跃买家数达到7.88亿，2021年有望达到9亿买家2020年Q4新增年活跃买家5710万，继续大增，年度活跃买家数达到7.88亿，超越阿里巴巴的7.79亿，正式成为全球第一大电商平台（以用户数量计）。之前的文章中我们就预测过拼多多用户数四季度大概率会超越阿里。但是，当这一事实真的发生时，我还是感觉有点吃惊。接下来的2021年四个季度，拼多多仍然有望维持平均单季度3000万新增用户的节奏，到2021年底，买家数有望来到9亿左右，离10亿消费者目标一步之遥。1.2&nbsp;月活达到7.2亿，2021年有望达到9亿左右此前我曾预测四季度月活会超过7亿，实际数值达到了7.2亿，大幅超过预期。全年净增2.38亿，同比增长50%。截止2020年9月底，拼多多APP月活来到6.43亿，同比增长50%，环比增加了7460万。大概率四季度超过7亿。由于月活只统计APP登录用户，而有一部分拼多多买家是没有下载APP的，只","text":"这是走马财经关于拼多多的第36篇文章，公众号后台回复拼多多，自动获取36篇文章合集。2020年12月23日，我写过拼多多的2020年度回顾和2021年度展望，当时四季度和全年的数据我给了预测，除了营收部分，因为四季度增加了自营业务53亿多，所以差距有点大之外，其它部分预测数据和财报公布的数据还是蛮接近的，大家可以移步这里查看：拼多多：2020年度回顾与2021年度展望（全文）3月17日财报发布了，有了一些突发的状况，比如央视春晚赞助临时退出，比如黄峥辞任董事长，也有一些新的变化趋势，比如自营业务，比如社区团购，所以今天特意再做一次更新版的2020年度回顾和未来展望。这次的回顾和展望跟上次略有不同，我会从业绩表现、业务进展和行业格局、宏观影响三个方面来谈，但是不会像之前那样再分出回顾和展望两大块，而是把回顾和展望放在一起来讲。希望对你有所裨益。1.业绩一览1.1 年活跃买家数达到7.88亿，2021年有望达到9亿买家2020年Q4新增年活跃买家5710万，继续大增，年度活跃买家数达到7.88亿，超越阿里巴巴的7.79亿，正式成为全球第一大电商平台（以用户数量计）。之前的文章中我们就预测过拼多多用户数四季度大概率会超越阿里。但是，当这一事实真的发生时，我还是感觉有点吃惊。接下来的2021年四个季度，拼多多仍然有望维持平均单季度3000万新增用户的节奏，到2021年底，买家数有望来到9亿左右，离10亿消费者目标一步之遥。1.2 月活达到7.2亿，2021年有望达到9亿左右此前我曾预测四季度月活会超过7亿，实际数值达到了7.2亿，大幅超过预期。全年净增2.38亿，同比增长50%。截止2020年9月底，拼多多APP月活来到6.43亿，同比增长50%，环比增加了7460万。大概率四季度超过7亿。由于月活只统计APP登录用户，而有一部分拼多多买家是没有下载APP的，只","images":[{"img":"https://static.tigerbbs.com/904893c754cb7a57e284d6aae6342a7e","width":"688","height":"424"},{"img":"https://static.tigerbbs.com/bf2f603e58de98cf886eaf968621a0d5","width":"688","height":"438"},{"img":"https://static.tigerbbs.com/0f484bad583fc4f33ec5ce1786b3d044","width":"688","height":"462"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350777401","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322945454,"gmtCreate":1615770017478,"gmtModify":1703492666125,"author":{"id":"3575524924656544","authorId":"3575524924656544","name":"一点小孤单","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":1,"crmLevelSwitch":0},"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":2,"repostSize":0,"link":"https://laohu8.com/post/322945454","repostId":"320453416","repostType":1,"repost":{"id":320453416,"gmtCreate":1615170237135,"gmtModify":1703485141070,"author":{"id":"10790722010898","authorId":"10790722010898","name":"美股之家","avatar":"https://static.tigerbbs.com/4a72f7d16c06b759c1ceb59ddc3be2d8","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"2021年第10周美股IPO预告：关注重磅COUPANG、Roblox；中概股聚好商城、第一高中上市","htmlText":"作者公众号：美股百科本周截止目前，共有6家公司确定IPO上市日期，包括：聚好商城(JWEL)<a target=\"_blank\" href=\"https://laohu8.com/S/JWEL\">$Jowell Global Ltd.(JWEL)$</a> 、Roblox Corp(RBLX)<a target=\"_blank\" href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a> 、COUPANG(CPNG)<a target=\"_blank\" href=\"https://laohu8.com/S/CPNG\">$Coupang, Inc.(CPNG)$</a> 、第一高中(FHS)<a target=\"_blank\" href=\"https://laohu8.com/S/FHS\">$第一高中教育(FHS)$</a> 、Hayward(HAYW)<a target=\"_blank\" href=\"https://laohu8.com/S/HAYW\">$Hayward Holdings, Inc.(HAYW)$</a> 和JOANN Inc.(JOAN)。此外，以色列3D打印肉类技术开发商 Meat-Tech 3D(MITC)也有可能本周上市，目前仍未确定日期。一、3/10/2021（三）IPO新股1、中概股 聚好商城Jowell Global Ltd.(JWEL)聚好商城（聚好全球股份有限公司）Jowell Global Ltd.(NASDAQ:JWEL)成立于2012年，总部位于上海，全职雇员110人，是隆力奇旗下综合电商平台，提供化妆品、健康、营养补品以及家用产品电子，提供自营品牌产品以及来自200多个制造商的国际和国内品牌产品。聚好商城计划于 3/10/2021 IPO上市登录纳斯达克发，发行价7","listText":"作者公众号：美股百科本周截止目前，共有6家公司确定IPO上市日期，包括：聚好商城(JWEL)<a target=\"_blank\" href=\"https://laohu8.com/S/JWEL\">$Jowell Global Ltd.(JWEL)$</a> 、Roblox Corp(RBLX)<a target=\"_blank\" href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a> 、COUPANG(CPNG)<a target=\"_blank\" href=\"https://laohu8.com/S/CPNG\">$Coupang, Inc.(CPNG)$</a> 、第一高中(FHS)<a target=\"_blank\" href=\"https://laohu8.com/S/FHS\">$第一高中教育(FHS)$</a> 、Hayward(HAYW)<a target=\"_blank\" href=\"https://laohu8.com/S/HAYW\">$Hayward Holdings, Inc.(HAYW)$</a> 和JOANN Inc.(JOAN)。此外，以色列3D打印肉类技术开发商 Meat-Tech 3D(MITC)也有可能本周上市，目前仍未确定日期。一、3/10/2021（三）IPO新股1、中概股 聚好商城Jowell Global Ltd.(JWEL)聚好商城（聚好全球股份有限公司）Jowell Global Ltd.(NASDAQ:JWEL)成立于2012年，总部位于上海，全职雇员110人，是隆力奇旗下综合电商平台，提供化妆品、健康、营养补品以及家用产品电子，提供自营品牌产品以及来自200多个制造商的国际和国内品牌产品。聚好商城计划于 3/10/2021 IPO上市登录纳斯达克发，发行价7","text":"作者公众号：美股百科本周截止目前，共有6家公司确定IPO上市日期，包括：聚好商城(JWEL)$Jowell Global Ltd.(JWEL)$ 、Roblox Corp(RBLX)$Roblox Corporation(RBLX)$ 、COUPANG(CPNG)$Coupang, Inc.(CPNG)$ 、第一高中(FHS)$第一高中教育(FHS)$ 、Hayward(HAYW)$Hayward Holdings, Inc.(HAYW)$ 和JOANN Inc.(JOAN)。此外，以色列3D打印肉类技术开发商 Meat-Tech 3D(MITC)也有可能本周上市，目前仍未确定日期。一、3/10/2021（三）IPO新股1、中概股 聚好商城Jowell Global Ltd.(JWEL)聚好商城（聚好全球股份有限公司）Jowell Global Ltd.(NASDAQ:JWEL)成立于2012年，总部位于上海，全职雇员110人，是隆力奇旗下综合电商平台，提供化妆品、健康、营养补品以及家用产品电子，提供自营品牌产品以及来自200多个制造商的国际和国内品牌产品。聚好商城计划于 3/10/2021 IPO上市登录纳斯达克发，发行价7","images":[{"img":"https://static.tigerbbs.com/fe99918d44636e1c447208b7c116d5d9","width":"688","height":"516"},{"img":"https://static.tigerbbs.com/f59767c060efc3c0ade7867bd31e23ed","width":"280","height":"210"},{"img":"https://static.tigerbbs.com/ba076d27b27865ef9cbda7c6ed81b95e","width":"688","height":"515"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320453416","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328472064,"gmtCreate":1615556663559,"gmtModify":1703490864424,"author":{"id":"3575524924656544","authorId":"3575524924656544","name":"一点小孤单","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"再也不要破发了。","listText":"再也不要破发了。","text":"再也不要破发了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/328472064","isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351082117,"gmtCreate":1616546190539,"gmtModify":1616546190539,"author":{"id":"3575524924656544","authorId":"3575524924656544","name":"一点小孤单","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":1,"crmLevelSwitch":0},"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":2,"repostSize":0,"link":"https://laohu8.com/post/351082117","repostId":"322617890","repostType":1,"repost":{"id":322617890,"gmtCreate":1615802100710,"gmtModify":1703493173310,"author":{"id":"3540166583692073","authorId":"3540166583692073","name":"爱投学院","avatar":"https://static.tigerbbs.com/8def4c9b37e078bb8f8421d71f6603d4","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"拜登搞基建、抗疫、环保……这五只股要起飞？","htmlText":"\n \n \n  拜大爷不愧是时间管理大师，上任后就马不停蹄几手抓。先是1.9万亿，然后又是基建刺激计划，同时还要抗疫，搞环保，简直忙得不得了！大换血之下，这些股可能要起飞？<a target=\"_blank\" href=\"https://laohu8.com/S/CLF\">$克里夫天然资源公司(CLF)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/CAT\">$卡特彼勒(CAT)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/KL\">$Kirkland Lake Gold Ltd.(KL)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/F\">$福特汽车(F)$</a>&nbsp;求推广&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/20727972514030\">@Tony特别帅</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a>&nbsp;免责声明：仅供投资交流，不构成任何推荐和操作建议，不对投资者盈亏负责。股市有风险，投资者需谨慎。爱投学院与老虎证券联合推出最畅销北美投资课程《零基础打造你的百万投资组合》\n \n","listText":"拜大爷不愧是时间管理大师，上任后就马不停蹄几手抓。先是1.9万亿，然后又是基建刺激计划，同时还要抗疫，搞环保，简直忙得不得了！大换血之下，这些股可能要起飞？<a target=\"_blank\" href=\"https://laohu8.com/S/CLF\">$克里夫天然资源公司(CLF)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/CAT\">$卡特彼勒(CAT)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/KL\">$Kirkland Lake Gold Ltd.(KL)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/F\">$福特汽车(F)$</a>&nbsp;求推广&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/20727972514030\">@Tony特别帅</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a>&nbsp;免责声明：仅供投资交流，不构成任何推荐和操作建议，不对投资者盈亏负责。股市有风险，投资者需谨慎。爱投学院与老虎证券联合推出最畅销北美投资课程《零基础打造你的百万投资组合》","text":"拜大爷不愧是时间管理大师，上任后就马不停蹄几手抓。先是1.9万亿，然后又是基建刺激计划，同时还要抗疫，搞环保，简直忙得不得了！大换血之下，这些股可能要起飞？$克里夫天然资源公司(CLF)$ $卡特彼勒(CAT)$ $Kirkland Lake Gold Ltd.(KL)$ $Moderna, Inc.(MRNA)$ $福特汽车(F)$ 求推广 @Tony特别帅 @爱发红包的虎妞 @小虎AV 免责声明：仅供投资交流，不构成任何推荐和操作建议，不对投资者盈亏负责。股市有风险，投资者需谨慎。爱投学院与老虎证券联合推出最畅销北美投资课程《零基础打造你的百万投资组合》","images":[{"img":"https://static.tigerbbs.com/7dd8b8d724266335e17ddd22ba2dc57d","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322617890","isVote":1,"tweetType":2,"object":{"id":"57ffb56fe22c4ad6bd7a2fafb08e28cd","tweetId":"322617890","videoUrl":"https://1254107296.vod2.myqcloud.com/8e2bc32evodtranshk1254107296/fdca21715285890815293227583/v.f30.mp4","poster":"https://static.tigerbbs.com/7dd8b8d724266335e17ddd22ba2dc57d"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}