Xlaire的个人主页 - 老虎社区

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2021-11-04

这篇文章不错，转发给大家看看

@小虎活动:[Halloween Game] Trade or Treat!

2021-08-14

森松真的10块最多了作为同行业人士知道这几年的项目质量并不好行业竞争太大质量做不上去就靠量这种模式没有任何成长性

抱歉，原内容已删除

2021-06-30

太不方便了吧想用回我的iphone8[难过] 每次付钱和解锁都要摘口罩

抱歉，原内容已删除

2021-06-25

搞不懂产品很多消息很多可是一直股价平平

抱歉，原内容已删除

2021-06-24

不敢买

抱歉，原内容已删除

2021-06-23

[微笑]

抱歉，原内容已删除

2021-06-20

[龇牙]

10年暴增18倍！科技股丰厚的红利你错过了吗？

2021-06-19

完成任务

抱歉，原内容已删除

2021-06-19

果然非一般的老板才能创造非一般的公司现在的职业经理人几乎都做不到

抱歉，原内容已删除

2021-06-17

非常有意思的话题 50年后再看是否人工食物成为趋势

抱歉，原内容已删除

2021-06-12

端午节快乐

抱歉，原内容已删除

去老虎APP查看更多动态

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Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":897639037,"gmtCreate":1628910655929,"gmtModify":1631891642326,"author":{"id":"3583883178492003","authorId":"3583883178492003","name":"Xlaire","avatar":"https://static.tigerbbs.com/f75e6b3f0e30fdc93e129907e599a3b1","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"森松真的10块最多了 作为同行业人士知道这几年的项目质量并不好 行业竞争太大&nbsp;质量做不上去 就靠量这种模式没有任何成长性","listText":"森松真的10块最多了 作为同行业人士知道这几年的项目质量并不好 行业竞争太大&nbsp;质量做不上去 就靠量这种模式没有任何成长性","text":"森松真的10块最多了 作为同行业人士知道这几年的项目质量并不好 行业竞争太大 质量做不上去 就靠量这种模式没有任何成长性","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/897639037","repostId":"2159631219","repostType":2,"isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":153733806,"gmtCreate":1625048916405,"gmtModify":1631891642353,"author":{"id":"3583883178492003","authorId":"3583883178492003","name":"Xlaire","avatar":"https://static.tigerbbs.com/f75e6b3f0e30fdc93e129907e599a3b1","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"太不方便了吧 想用回我的iphone8[难过]&nbsp; 每次付钱和解锁都要摘口罩","listText":"太不方便了吧 想用回我的iphone8[难过]&nbsp; 每次付钱和解锁都要摘口罩","text":"太不方便了吧 想用回我的iphone8[难过] 每次付钱和解锁都要摘口罩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/153733806","repostId":"2147890242","repostType":2,"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":122026828,"gmtCreate":1624589097664,"gmtModify":1631891642367,"author":{"id":"3583883178492003","authorId":"3583883178492003","name":"Xlaire","avatar":"https://static.tigerbbs.com/f75e6b3f0e30fdc93e129907e599a3b1","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"搞不懂 产品很多消息很多 可是一直股价平平","listText":"搞不懂 产品很多消息很多 可是一直股价平平","text":"搞不懂 产品很多消息很多 可是一直股价平平","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/122026828","repostId":"2146021571","repostType":2,"isVote":1,"tweetType":1,"viewCount":651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":128544561,"gmtCreate":1624525442453,"gmtModify":1631891642379,"author":{"id":"3583883178492003","authorId":"3583883178492003","name":"Xlaire","avatar":"https://static.tigerbbs.com/f75e6b3f0e30fdc93e129907e599a3b1","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"不敢买","listText":"不敢买","text":"不敢买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/128544561","repostId":"2145092071","repostType":4,"isVote":1,"tweetType":1,"viewCount":1205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":123585693,"gmtCreate":1624429565412,"gmtModify":1631891642392,"author":{"id":"3583883178492003","authorId":"3583883178492003","name":"Xlaire","avatar":"https://static.tigerbbs.com/f75e6b3f0e30fdc93e129907e599a3b1","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/123585693","repostId":"1116285099","repostType":4,"isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":164360065,"gmtCreate":1624172230257,"gmtModify":1631891642403,"author":{"id":"3583883178492003","authorId":"3583883178492003","name":"Xlaire","avatar":"https://static.tigerbbs.com/f75e6b3f0e30fdc93e129907e599a3b1","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"[龇牙]&nbsp;","listText":"[龇牙]&nbsp;","text":"[龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/164360065","repostId":"2144702770","repostType":4,"repost":{"id":"2144702770","pubTimestamp":1624244088,"share":"https://www.laohu8.com/m/news/2144702770?lang=&edition=full","pubTime":"2021-06-21 10:54","market":"hk","language":"zh","title":"10年暴增18倍！科技股丰厚的红利你错过了吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2144702770","media":"新浪财经综合","summary":"港股科技股市值近10年来呈井喷之势，恒生资讯科技业指数市值由10年前（2011年6月）不足1万亿元，10年间暴增1800%至超17万亿元，并一举超过恒生金融业指数15.73万亿元的市值的市值，雄踞港股","content":"<p>港股科技股市值近10年来呈井喷之势，恒生资讯科技业指数市值由10年前（2011年6月）不足1万亿元，10年间暴增1800%至超17万亿元，并一举超过恒生金融业指数15.73万亿元的市值的市值，雄踞港股各行业市值榜首！</p>\n<p>港股市场整体稳步扩张</p>\n<p>港股三大权重行业指数10年来市值变化（见下图）。<img src=\"https://static.tigerbbs.com/6da34a6fd16e9aaad4a45a0705a50187\" tg-width=\"549\" tg-height=\"419\" referrerpolicy=\"no-referrer\">数据来源：Wind</p>\n<p>与此同时，港股主板总市值由10年前的约20万亿港元增至超50万亿港元。</p>\n<p><img src=\"https://static.tigerbbs.com/623fb4d1a2b1422cabfb3a7f8c65af7c\" tg-width=\"796\" tg-height=\"690\" referrerpolicy=\"no-referrer\">数据来源：Wind</p>\n<p>市值增长的主要原因是港股上市公司的大幅扩张，上市公司数量由10年前的1448家增至现今的近2600家。于此同时，曾以金融、地产股为主的恒生指数涨幅则相对有限，十年间仅有约20%。</p>\n<p>港股上市公司数量，如下图所示。</p>\n<p><img src=\"https://static.tigerbbs.com/3cc6565025f2f3abf895088cfcf29da7\" tg-width=\"789\" tg-height=\"223\" referrerpolicy=\"no-referrer\"></p>\n<p>从各行业指数市值占比来看，恒生资讯科技业指数比重（占入选恒生系列行业指数的公司总市值）由2011年6月的3%爆发式增至最新的25%！</p>\n<p>老经济板块低迷</p>\n<p>金融、地产、能源这三个权重老经济板块，则明显跑输市场，甚至能源已不再是一个权重板块。</p>\n<p><img src=\"https://static.tigerbbs.com/546bcd2e116e4cc22cdd0cf3edebf61d\" tg-width=\"584\" tg-height=\"472\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/5dd31eaef02347d31d36a54b4594ed2a\" tg-width=\"562\" tg-height=\"522\" referrerpolicy=\"no-referrer\">数据来源：Wind</p>\n<p>恒生金融业指数由10年前的11万亿元增至最新的不足16万亿元。但恒生金融业指数比重则下滑明显，由占比46%下滑至25%，是下滑幅度最大的行业。</p>\n<p>香港本地重磅股长实、新鸿基、<a href=\"https://laohu8.com/S/01972\">太古地产</a>、<a href=\"https://laohu8.com/S/00017\">新世界发展</a>等扎堆的地产指数也表现较弱，市值占比从10%降至9%。</p>\n<p>此外，近10年油价的低迷也导致恒生能源业指数市值由4.8万亿元下滑至2.1万亿元，10年来不增反而腰斩，市值比重由18%大幅下滑至3%。<img src=\"https://static.tigerbbs.com/4b27148417ef1d600426d51d4c161bda\" tg-width=\"537\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p>\n<p>时代选择与港交所自身改革</p>\n<p>近10年，可以说是中国科技公司的黄金10年，阿里、<a href=\"https://laohu8.com/S/00700\">腾讯</a>双雄爆发式成长，市值均增长至5万亿量级的庞然大物。美团、小米十年前尚名不见经传，但美团已成为市值近2万亿的科技龙头，小米也成长至市值7000亿的智能家居生态龙头。<a href=\"https://laohu8.com/S/JD\">京东</a>从连年亏损到如今稳定盈利，市值达到万亿量级。<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>稍逊风骚，虽不如本世纪前十年的爆发式增长，也稳扎稳打不负时代所托。</p>\n<p>近几年的短视频行业强势发展，造就了快手、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>等视频龙头的崛起。此外，据媒体今年4月报道称，字节跳动已向港交所提交了承销商聘用函，启动了赴港上市流程，估值达4000亿美元。字节跳动这一现象级重磅公司在不久的未来将登陆港股，未来港股科技股市值仍有相当增长空间。</p>\n<p><img src=\"https://static.tigerbbs.com/2e3dfd73fe60381e50e44793dfc84464\" tg-width=\"570\" tg-height=\"412\" referrerpolicy=\"no-referrer\">一边是时代给了科技股丰厚的红利，另外一边则是港交所痛定思痛，自身改革。</p>\n<p>港交所在2014年错失<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>后，最终在2017年末做出了其二十多年来最大的变革——放行同股不同权架构和尚未盈利的生物公司上市。</p>\n<p>毫不夸张的说，从2018年起，对港股来说是一个全新时代的开启。大批此前无缘港股的科技龙头在香港选择二次上市，其中包括阿里巴巴、百度、京东、网易等老牌科技龙头。也让新贵美团、小米、快手等选择香港作为首次上市地点。现今的港股市场，已是投资中国科技行业不可或缺的市场！</p>","source":"highlight_sina","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>10年暴增18倍！科技股丰厚的红利你错过了吗？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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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\">\n10年暴增18倍！科技股丰厚的红利你错过了吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 10:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/hkstock/hkstocknews/2021-06-19/doc-ikqcfnca1890926.shtml><strong>新浪财经综合</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>港股科技股市值近10年来呈井喷之势，恒生资讯科技业指数市值由10年前（2011年6月）不足1万亿元，10年间暴增1800%至超17万亿元，并一举超过恒生金融业指数15.73万亿元的市值的市值，雄踞港股各行业市值榜首！\n港股市场整体稳步扩张\n港股三大权重行业指数10年来市值变化（见下图）。数据来源：Wind\n与此同时，港股主板总市值由10年前的约20万亿港元增至超50万亿港元。\n数据来源：Wind\n...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/hkstocknews/2021-06-19/doc-ikqcfnca1890926.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/753c9aba3202037bc97463c545d5d015","relate_stocks":{"HSI":"恒生指数"},"source_url":"https://finance.sina.com.cn/stock/hkstock/hkstocknews/2021-06-19/doc-ikqcfnca1890926.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2144702770","content_text":"港股科技股市值近10年来呈井喷之势，恒生资讯科技业指数市值由10年前（2011年6月）不足1万亿元，10年间暴增1800%至超17万亿元，并一举超过恒生金融业指数15.73万亿元的市值的市值，雄踞港股各行业市值榜首！\n港股市场整体稳步扩张\n港股三大权重行业指数10年来市值变化（见下图）。数据来源：Wind\n与此同时，港股主板总市值由10年前的约20万亿港元增至超50万亿港元。\n数据来源：Wind\n市值增长的主要原因是港股上市公司的大幅扩张，上市公司数量由10年前的1448家增至现今的近2600家。于此同时，曾以金融、地产股为主的恒生指数涨幅则相对有限，十年间仅有约20%。\n港股上市公司数量，如下图所示。\n\n从各行业指数市值占比来看，恒生资讯科技业指数比重（占入选恒生系列行业指数的公司总市值）由2011年6月的3%爆发式增至最新的25%！\n老经济板块低迷\n金融、地产、能源这三个权重老经济板块，则明显跑输市场，甚至能源已不再是一个权重板块。\n数据来源：Wind\n恒生金融业指数由10年前的11万亿元增至最新的不足16万亿元。但恒生金融业指数比重则下滑明显，由占比46%下滑至25%，是下滑幅度最大的行业。\n香港本地重磅股长实、新鸿基、太古地产、新世界发展等扎堆的地产指数也表现较弱，市值占比从10%降至9%。\n此外，近10年油价的低迷也导致恒生能源业指数市值由4.8万亿元下滑至2.1万亿元，10年来不增反而腰斩，市值比重由18%大幅下滑至3%。\n时代选择与港交所自身改革\n近10年，可以说是中国科技公司的黄金10年，阿里、腾讯双雄爆发式成长，市值均增长至5万亿量级的庞然大物。美团、小米十年前尚名不见经传，但美团已成为市值近2万亿的科技龙头，小米也成长至市值7000亿的智能家居生态龙头。京东从连年亏损到如今稳定盈利，市值达到万亿量级。百度、网易稍逊风骚，虽不如本世纪前十年的爆发式增长，也稳扎稳打不负时代所托。\n近几年的短视频行业强势发展，造就了快手、哔哩哔哩等视频龙头的崛起。此外，据媒体今年4月报道称，字节跳动已向港交所提交了承销商聘用函，启动了赴港上市流程，估值达4000亿美元。字节跳动这一现象级重磅公司在不久的未来将登陆港股，未来港股科技股市值仍有相当增长空间。\n一边是时代给了科技股丰厚的红利，另外一边则是港交所痛定思痛，自身改革。\n港交所在2014年错失阿里巴巴后，最终在2017年末做出了其二十多年来最大的变革——放行同股不同权架构和尚未盈利的生物公司上市。\n毫不夸张的说，从2018年起，对港股来说是一个全新时代的开启。大批此前无缘港股的科技龙头在香港选择二次上市，其中包括阿里巴巴、百度、京东、网易等老牌科技龙头。也让新贵美团、小米、快手等选择香港作为首次上市地点。现今的港股市场，已是投资中国科技行业不可或缺的市场！","news_type":1},"isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":165189327,"gmtCreate":1624105833369,"gmtModify":1631891642418,"author":{"id":"3583883178492003","authorId":"3583883178492003","name":"Xlaire","avatar":"https://static.tigerbbs.com/f75e6b3f0e30fdc93e129907e599a3b1","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"完成任务","listText":"完成任务","text":"完成任务","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/165189327","repostId":"2144170319","repostType":4,"isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":165979097,"gmtCreate":1624090745419,"gmtModify":1631891642428,"author":{"id":"3583883178492003","authorId":"3583883178492003","name":"Xlaire","avatar":"https://static.tigerbbs.com/f75e6b3f0e30fdc93e129907e599a3b1","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"果然非一般的老板才能创造非一般的公司 现在的职业经理人几乎都做不到","listText":"果然非一般的老板才能创造非一般的公司 现在的职业经理人几乎都做不到","text":"果然非一般的老板才能创造非一般的公司 现在的职业经理人几乎都做不到","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/165979097","repostId":"2143801764","repostType":4,"isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":161743516,"gmtCreate":1623941740735,"gmtModify":1631891642439,"author":{"id":"3583883178492003","authorId":"3583883178492003","name":"Xlaire","avatar":"https://static.tigerbbs.com/f75e6b3f0e30fdc93e129907e599a3b1","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"非常有意思的话题 50年后再看是否人工食物成为趋势","listText":"非常有意思的话题 50年后再看是否人工食物成为趋势","text":"非常有意思的话题 50年后再看是否人工食物成为趋势","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/161743516","repostId":"2143479500","repostType":2,"isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186345982,"gmtCreate":1623475617246,"gmtModify":1631893934277,"author":{"id":"3583883178492003","authorId":"3583883178492003","name":"Xlaire","avatar":"https://static.tigerbbs.com/f75e6b3f0e30fdc93e129907e599a3b1","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"端午节快乐","listText":"端午节快乐","text":"端午节快乐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/186345982","repostId":"1105134625","repostType":4,"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":186345982,"gmtCreate":1623475617246,"gmtModify":1631893934277,"author":{"id":"3583883178492003","authorId":"3583883178492003","name":"Xlaire","avatar":"https://static.tigerbbs.com/f75e6b3f0e30fdc93e129907e599a3b1","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"端午节快乐","listText":"端午节快乐","text":"端午节快乐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/186345982","repostId":"1105134625","repostType":4,"repost":{"id":"1105134625","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623140058,"share":"https://www.laohu8.com/m/news/1105134625?lang=&edition=full","pubTime":"2021-06-08 16:14","market":"uk","language":"zh","title":"提醒：端午休市安排来了！港股6月14日休市一天","url":"https://stock-news.laohu8.com/highlight/detail?id=1105134625","media":"老虎资讯综合","summary":"6月14日（周一）休市，6月15日（周二）起照常开市。美股、英股、新加坡股市照常交易。端午节，又称端阳节、龙舟节、天中节等，源于自然天象崇拜，由上古时代祭龙演变而来。因传说战国时期的楚国诗人屈原在五月五日跳汨罗江自尽，后来人们亦将端午节作为纪念屈原的节日；也有纪念伍子胥、曹娥及介子推等说法。总的来说，端午节起源于上古先民择“飞龙在天”吉日拜祭龙祖、祈福辟邪，注入夏季时令“祛病防疫\"风尚。","content":"<p>临近中国传统节日端午节假期，各主要市场休市安排如下：<img src=\"https://static.tigerbbs.com/ad358d24b10a4ecf9c9fa183f3c2ab9b\" tg-width=\"779\" tg-height=\"667\" referrerpolicy=\"no-referrer\"><b>A股：</b></p><p>6月14日（周一）休市，6月15日（周二）起照常开市。</p><p><b>港股：</b></p><p>6月14日（周一）休市，6月15日（周二）起照常开市。</p><p><b>澳股：</b></p><p>6月14日（周一）因&nbsp;Queen's Birthday&nbsp;休市，6月15日（周二）起照常开市。</p><p><b>美股、英股、新加坡股市照常交易。</b></p><p><b>沪股通、深股通：</b></p><p>6月14日（周一）不提供服务，6月15日（周二）起照常开通。</p><p><b>港股通：</b></p><p>6月14日（周一）不提供服务，6月15日（周二）起照常开通。</p><p><b>背景介绍：</b></p><p>端午节，又称端阳节、龙舟节、天中节等，源于自然天象崇拜，由上古时代祭龙演变而来。仲夏端午，苍龙七宿飞升于正南中天，处于全年最“正中”之位，即如《易经·乾卦》第五爻的爻辞曰：“飞龙在天”。其起源涵盖了古老星象文化、人文哲学等方面内容，蕴含着深邃丰厚的文化内涵，在传承发展中杂糅了多种民俗为一体，节俗内容丰富。扒龙舟与食粽是端午节的两大礼俗，这两大礼俗在中国自古传承，至今不辍。</p><p>端午节，本是上古先民创立用于拜祭龙祖、祈福辟邪的节日。因传说战国时期的楚国诗人屈原在五月五日跳汨罗江自尽，后来人们亦将端午节作为纪念屈原的节日；也有纪念伍子胥、曹娥及介子推等说法。总的来说，端午节起源于上古先民择“飞龙在天”吉日拜祭龙祖、祈福辟邪，注入夏季时令“祛病防疫\"风尚。<img src=\"https://static.tigerbbs.com/09ea6dbc4088c8bacb63a863e559c64b\" tg-width=\"640\" tg-height=\"424\" referrerpolicy=\"no-referrer\"></p>","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>提醒：端午休市安排来了！港股6月14日休市一天</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n提醒：端午休市安排来了！港股6月14日休市一天\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-08 16:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>临近中国传统节日端午节假期，各主要市场休市安排如下：<img src=\"https://static.tigerbbs.com/ad358d24b10a4ecf9c9fa183f3c2ab9b\" tg-width=\"779\" tg-height=\"667\" referrerpolicy=\"no-referrer\"><b>A股：</b></p><p>6月14日（周一）休市，6月15日（周二）起照常开市。</p><p><b>港股：</b></p><p>6月14日（周一）休市，6月15日（周二）起照常开市。</p><p><b>澳股：</b></p><p>6月14日（周一）因&nbsp;Queen's Birthday&nbsp;休市，6月15日（周二）起照常开市。</p><p><b>美股、英股、新加坡股市照常交易。</b></p><p><b>沪股通、深股通：</b></p><p>6月14日（周一）不提供服务，6月15日（周二）起照常开通。</p><p><b>港股通：</b></p><p>6月14日（周一）不提供服务，6月15日（周二）起照常开通。</p><p><b>背景介绍：</b></p><p>端午节，又称端阳节、龙舟节、天中节等，源于自然天象崇拜，由上古时代祭龙演变而来。仲夏端午，苍龙七宿飞升于正南中天，处于全年最“正中”之位，即如《易经·乾卦》第五爻的爻辞曰：“飞龙在天”。其起源涵盖了古老星象文化、人文哲学等方面内容，蕴含着深邃丰厚的文化内涵，在传承发展中杂糅了多种民俗为一体，节俗内容丰富。扒龙舟与食粽是端午节的两大礼俗，这两大礼俗在中国自古传承，至今不辍。</p><p>端午节，本是上古先民创立用于拜祭龙祖、祈福辟邪的节日。因传说战国时期的楚国诗人屈原在五月五日跳汨罗江自尽，后来人们亦将端午节作为纪念屈原的节日；也有纪念伍子胥、曹娥及介子推等说法。总的来说，端午节起源于上古先民择“飞龙在天”吉日拜祭龙祖、祈福辟邪，注入夏季时令“祛病防疫\"风尚。<img src=\"https://static.tigerbbs.com/09ea6dbc4088c8bacb63a863e559c64b\" tg-width=\"640\" tg-height=\"424\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/09ea6dbc4088c8bacb63a863e559c64b","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105134625","content_text":"临近中国传统节日端午节假期，各主要市场休市安排如下：A股：6月14日（周一）休市，6月15日（周二）起照常开市。港股：6月14日（周一）休市，6月15日（周二）起照常开市。澳股：6月14日（周一）因 Queen's Birthday 休市，6月15日（周二）起照常开市。美股、英股、新加坡股市照常交易。沪股通、深股通：6月14日（周一）不提供服务，6月15日（周二）起照常开通。港股通：6月14日（周一）不提供服务，6月15日（周二）起照常开通。背景介绍：端午节，又称端阳节、龙舟节、天中节等，源于自然天象崇拜，由上古时代祭龙演变而来。仲夏端午，苍龙七宿飞升于正南中天，处于全年最“正中”之位，即如《易经·乾卦》第五爻的爻辞曰：“飞龙在天”。其起源涵盖了古老星象文化、人文哲学等方面内容，蕴含着深邃丰厚的文化内涵，在传承发展中杂糅了多种民俗为一体，节俗内容丰富。扒龙舟与食粽是端午节的两大礼俗，这两大礼俗在中国自古传承，至今不辍。端午节，本是上古先民创立用于拜祭龙祖、祈福辟邪的节日。因传说战国时期的楚国诗人屈原在五月五日跳汨罗江自尽，后来人们亦将端午节作为纪念屈原的节日；也有纪念伍子胥、曹娥及介子推等说法。总的来说，端午节起源于上古先民择“飞龙在天”吉日拜祭龙祖、祈福辟邪，注入夏季时令“祛病防疫\"风尚。","news_type":1},"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":164360065,"gmtCreate":1624172230257,"gmtModify":1631891642403,"author":{"id":"3583883178492003","authorId":"3583883178492003","name":"Xlaire","avatar":"https://static.tigerbbs.com/f75e6b3f0e30fdc93e129907e599a3b1","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"[龇牙]&nbsp;","listText":"[龇牙]&nbsp;","text":"[龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/164360065","repostId":"2144702770","repostType":4,"repost":{"id":"2144702770","pubTimestamp":1624244088,"share":"https://www.laohu8.com/m/news/2144702770?lang=&edition=full","pubTime":"2021-06-21 10:54","market":"hk","language":"zh","title":"10年暴增18倍！科技股丰厚的红利你错过了吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2144702770","media":"新浪财经综合","summary":"港股科技股市值近10年来呈井喷之势，恒生资讯科技业指数市值由10年前（2011年6月）不足1万亿元，10年间暴增1800%至超17万亿元，并一举超过恒生金融业指数15.73万亿元的市值的市值，雄踞港股","content":"<p>港股科技股市值近10年来呈井喷之势，恒生资讯科技业指数市值由10年前（2011年6月）不足1万亿元，10年间暴增1800%至超17万亿元，并一举超过恒生金融业指数15.73万亿元的市值的市值，雄踞港股各行业市值榜首！</p>\n<p>港股市场整体稳步扩张</p>\n<p>港股三大权重行业指数10年来市值变化（见下图）。<img src=\"https://static.tigerbbs.com/6da34a6fd16e9aaad4a45a0705a50187\" tg-width=\"549\" tg-height=\"419\" referrerpolicy=\"no-referrer\">数据来源：Wind</p>\n<p>与此同时，港股主板总市值由10年前的约20万亿港元增至超50万亿港元。</p>\n<p><img src=\"https://static.tigerbbs.com/623fb4d1a2b1422cabfb3a7f8c65af7c\" tg-width=\"796\" tg-height=\"690\" referrerpolicy=\"no-referrer\">数据来源：Wind</p>\n<p>市值增长的主要原因是港股上市公司的大幅扩张，上市公司数量由10年前的1448家增至现今的近2600家。于此同时，曾以金融、地产股为主的恒生指数涨幅则相对有限，十年间仅有约20%。</p>\n<p>港股上市公司数量，如下图所示。</p>\n<p><img src=\"https://static.tigerbbs.com/3cc6565025f2f3abf895088cfcf29da7\" tg-width=\"789\" tg-height=\"223\" referrerpolicy=\"no-referrer\"></p>\n<p>从各行业指数市值占比来看，恒生资讯科技业指数比重（占入选恒生系列行业指数的公司总市值）由2011年6月的3%爆发式增至最新的25%！</p>\n<p>老经济板块低迷</p>\n<p>金融、地产、能源这三个权重老经济板块，则明显跑输市场，甚至能源已不再是一个权重板块。</p>\n<p><img src=\"https://static.tigerbbs.com/546bcd2e116e4cc22cdd0cf3edebf61d\" tg-width=\"584\" tg-height=\"472\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/5dd31eaef02347d31d36a54b4594ed2a\" tg-width=\"562\" tg-height=\"522\" referrerpolicy=\"no-referrer\">数据来源：Wind</p>\n<p>恒生金融业指数由10年前的11万亿元增至最新的不足16万亿元。但恒生金融业指数比重则下滑明显，由占比46%下滑至25%，是下滑幅度最大的行业。</p>\n<p>香港本地重磅股长实、新鸿基、<a href=\"https://laohu8.com/S/01972\">太古地产</a>、<a href=\"https://laohu8.com/S/00017\">新世界发展</a>等扎堆的地产指数也表现较弱，市值占比从10%降至9%。</p>\n<p>此外，近10年油价的低迷也导致恒生能源业指数市值由4.8万亿元下滑至2.1万亿元，10年来不增反而腰斩，市值比重由18%大幅下滑至3%。<img src=\"https://static.tigerbbs.com/4b27148417ef1d600426d51d4c161bda\" tg-width=\"537\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p>\n<p>时代选择与港交所自身改革</p>\n<p>近10年，可以说是中国科技公司的黄金10年，阿里、<a href=\"https://laohu8.com/S/00700\">腾讯</a>双雄爆发式成长，市值均增长至5万亿量级的庞然大物。美团、小米十年前尚名不见经传，但美团已成为市值近2万亿的科技龙头，小米也成长至市值7000亿的智能家居生态龙头。<a href=\"https://laohu8.com/S/JD\">京东</a>从连年亏损到如今稳定盈利，市值达到万亿量级。<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>稍逊风骚，虽不如本世纪前十年的爆发式增长，也稳扎稳打不负时代所托。</p>\n<p>近几年的短视频行业强势发展，造就了快手、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>等视频龙头的崛起。此外，据媒体今年4月报道称，字节跳动已向港交所提交了承销商聘用函，启动了赴港上市流程，估值达4000亿美元。字节跳动这一现象级重磅公司在不久的未来将登陆港股，未来港股科技股市值仍有相当增长空间。</p>\n<p><img src=\"https://static.tigerbbs.com/2e3dfd73fe60381e50e44793dfc84464\" tg-width=\"570\" tg-height=\"412\" referrerpolicy=\"no-referrer\">一边是时代给了科技股丰厚的红利，另外一边则是港交所痛定思痛，自身改革。</p>\n<p>港交所在2014年错失<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>后，最终在2017年末做出了其二十多年来最大的变革——放行同股不同权架构和尚未盈利的生物公司上市。</p>\n<p>毫不夸张的说，从2018年起，对港股来说是一个全新时代的开启。大批此前无缘港股的科技龙头在香港选择二次上市，其中包括阿里巴巴、百度、京东、网易等老牌科技龙头。也让新贵美团、小米、快手等选择香港作为首次上市地点。现今的港股市场，已是投资中国科技行业不可或缺的市场！</p>","source":"highlight_sina","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>10年暴增18倍！科技股丰厚的红利你错过了吗？</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n10年暴增18倍！科技股丰厚的红利你错过了吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 10:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/hkstock/hkstocknews/2021-06-19/doc-ikqcfnca1890926.shtml><strong>新浪财经综合</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>港股科技股市值近10年来呈井喷之势，恒生资讯科技业指数市值由10年前（2011年6月）不足1万亿元，10年间暴增1800%至超17万亿元，并一举超过恒生金融业指数15.73万亿元的市值的市值，雄踞港股各行业市值榜首！\n港股市场整体稳步扩张\n港股三大权重行业指数10年来市值变化（见下图）。数据来源：Wind\n与此同时，港股主板总市值由10年前的约20万亿港元增至超50万亿港元。\n数据来源：Wind\n...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/hkstocknews/2021-06-19/doc-ikqcfnca1890926.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/753c9aba3202037bc97463c545d5d015","relate_stocks":{"HSI":"恒生指数"},"source_url":"https://finance.sina.com.cn/stock/hkstock/hkstocknews/2021-06-19/doc-ikqcfnca1890926.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2144702770","content_text":"港股科技股市值近10年来呈井喷之势，恒生资讯科技业指数市值由10年前（2011年6月）不足1万亿元，10年间暴增1800%至超17万亿元，并一举超过恒生金融业指数15.73万亿元的市值的市值，雄踞港股各行业市值榜首！\n港股市场整体稳步扩张\n港股三大权重行业指数10年来市值变化（见下图）。数据来源：Wind\n与此同时，港股主板总市值由10年前的约20万亿港元增至超50万亿港元。\n数据来源：Wind\n市值增长的主要原因是港股上市公司的大幅扩张，上市公司数量由10年前的1448家增至现今的近2600家。于此同时，曾以金融、地产股为主的恒生指数涨幅则相对有限，十年间仅有约20%。\n港股上市公司数量，如下图所示。\n\n从各行业指数市值占比来看，恒生资讯科技业指数比重（占入选恒生系列行业指数的公司总市值）由2011年6月的3%爆发式增至最新的25%！\n老经济板块低迷\n金融、地产、能源这三个权重老经济板块，则明显跑输市场，甚至能源已不再是一个权重板块。\n数据来源：Wind\n恒生金融业指数由10年前的11万亿元增至最新的不足16万亿元。但恒生金融业指数比重则下滑明显，由占比46%下滑至25%，是下滑幅度最大的行业。\n香港本地重磅股长实、新鸿基、太古地产、新世界发展等扎堆的地产指数也表现较弱，市值占比从10%降至9%。\n此外，近10年油价的低迷也导致恒生能源业指数市值由4.8万亿元下滑至2.1万亿元，10年来不增反而腰斩，市值比重由18%大幅下滑至3%。\n时代选择与港交所自身改革\n近10年，可以说是中国科技公司的黄金10年，阿里、腾讯双雄爆发式成长，市值均增长至5万亿量级的庞然大物。美团、小米十年前尚名不见经传，但美团已成为市值近2万亿的科技龙头，小米也成长至市值7000亿的智能家居生态龙头。京东从连年亏损到如今稳定盈利，市值达到万亿量级。百度、网易稍逊风骚，虽不如本世纪前十年的爆发式增长，也稳扎稳打不负时代所托。\n近几年的短视频行业强势发展，造就了快手、哔哩哔哩等视频龙头的崛起。此外，据媒体今年4月报道称，字节跳动已向港交所提交了承销商聘用函，启动了赴港上市流程，估值达4000亿美元。字节跳动这一现象级重磅公司在不久的未来将登陆港股，未来港股科技股市值仍有相当增长空间。\n一边是时代给了科技股丰厚的红利，另外一边则是港交所痛定思痛，自身改革。\n港交所在2014年错失阿里巴巴后，最终在2017年末做出了其二十多年来最大的变革——放行同股不同权架构和尚未盈利的生物公司上市。\n毫不夸张的说，从2018年起，对港股来说是一个全新时代的开启。大批此前无缘港股的科技龙头在香港选择二次上市，其中包括阿里巴巴、百度、京东、网易等老牌科技龙头。也让新贵美团、小米、快手等选择香港作为首次上市地点。现今的港股市场，已是投资中国科技行业不可或缺的市场！","news_type":1},"isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":897639037,"gmtCreate":1628910655929,"gmtModify":1631891642326,"author":{"id":"3583883178492003","authorId":"3583883178492003","name":"Xlaire","avatar":"https://static.tigerbbs.com/f75e6b3f0e30fdc93e129907e599a3b1","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"森松真的10块最多了 作为同行业人士知道这几年的项目质量并不好 行业竞争太大&nbsp;质量做不上去 就靠量这种模式没有任何成长性","listText":"森松真的10块最多了 作为同行业人士知道这几年的项目质量并不好 行业竞争太大&nbsp;质量做不上去 就靠量这种模式没有任何成长性","text":"森松真的10块最多了 作为同行业人士知道这几年的项目质量并不好 行业竞争太大 质量做不上去 就靠量这种模式没有任何成长性","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/897639037","repostId":"2159631219","repostType":2,"repost":{"id":"2159631219","pubTimestamp":1628827275,"share":"https://www.laohu8.com/m/news/2159631219?lang=&edition=full","pubTime":"2021-08-13 12:01","market":"us","language":"zh","title":"国金证券：给予森松国际(02155.HK)“买入”评级 目标价15.74港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2159631219","media":"同花顺金融研究...","summary":"原标题：国金证券：给予森松国际(02155.HK)“买入”评级 目标价15.74港元 来源：同花顺金融研究中心国金证券8月10日发布公告。我们看好全球高端设备研发定制市场和公司在制药、新能源、半导体等领域的高成长性。剔除发行费用、激励摊销、社保减免等因素后，我们预计公司2021-2023年经调整利润分别为3.88/5.08/6.43亿元，参考可比公司东富龙、楚天科技，给予公司2021年经调整利润35倍PE，目标价15.74港元/股，首次覆盖给予买入评级。股民福利，三重好礼送给你！金牛、茅台、手机……任务“豪”礼，统统等你来拿，更有8+%理财专享券>>","content":"<html><body><p>原标题：<a href=\"https://laohu8.com/S/600109\">国金证券</a>：给予<a href=\"https://laohu8.com/S/02155\">森松国际</a>(02155.HK)“买入”评级 目标价15.74港元 来源：<a href=\"https://laohu8.com/S/300033\">同花顺</a>金融研究中心</p><p><font>国金证券</font><font>8月10日发布公告。我们看好全球高端设备研发定制市场和公司在制药、新能源、半导体等领域的高成长性。剔除发行费用、激励摊销、社保减免等因素后，我们预计公司2021-2023年经调整利润分别为3.88/5.08/6.43亿元，参考可比公司<a href=\"https://laohu8.com/S/300171\">东富龙</a>、</font><font><a href=\"https://laohu8.com/S/300358\">楚天科技</a></font><font>，给予公司2021年经调整利润35倍PE，目标价15.74港元/股，首次覆盖给予买入评级。</font></p>股民福利，三重好礼送给你！金牛、茅台、手机……任务“豪”礼，统统等你来拿，更有8+%理财专享券&gt;&gt;</body></html>","source":"sina_symbol","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>国金证券：给予森松国际(02155.HK)“买入”评级 目标价15.74港元</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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href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2021-08-13/doc-ikqciyzm1219911.shtml><strong>同花顺金融研究...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：国金证券：给予森松国际(02155.HK)“买入”评级 目标价15.74港元 来源：同花顺金融研究中心国金证券8月10日发布公告。我们看好全球高端设备研发定制市场和公司在制药、新能源、半导体等领域的高成长性。剔除发行费用、激励摊销、社保减免等因素后，我们预计公司2021-2023年经调整利润分别为3.88/5.08/6.43亿元，参考可比公司东富龙、楚天科技，给予公司2021年经调整利润...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2021-08-13/doc-ikqciyzm1219911.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/753c9aba3202037bc97463c545d5d015","relate_stocks":{"02155":"森松国际"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2021-08-13/doc-ikqciyzm1219911.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159631219","content_text":"原标题：国金证券：给予森松国际(02155.HK)“买入”评级 目标价15.74港元 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想用回我的iphone8[难过]&nbsp; 每次付钱和解锁都要摘口罩","listText":"太不方便了吧 想用回我的iphone8[难过]&nbsp; 每次付钱和解锁都要摘口罩","text":"太不方便了吧 想用回我的iphone8[难过] 每次付钱和解锁都要摘口罩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/153733806","repostId":"2147890242","repostType":2,"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":122026828,"gmtCreate":1624589097664,"gmtModify":1631891642367,"author":{"id":"3583883178492003","authorId":"3583883178492003","name":"Xlaire","avatar":"https://static.tigerbbs.com/f75e6b3f0e30fdc93e129907e599a3b1","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"搞不懂 产品很多消息很多 可是一直股价平平","listText":"搞不懂 产品很多消息很多 可是一直股价平平","text":"搞不懂 产品很多消息很多 可是一直股价平平","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/122026828","repostId":"2146021571","repostType":2,"isVote":1,"tweetType":1,"viewCount":651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":165189327,"gmtCreate":1624105833369,"gmtModify":1631891642418,"author":{"id":"3583883178492003","authorId":"3583883178492003","name":"Xlaire","avatar":"https://static.tigerbbs.com/f75e6b3f0e30fdc93e129907e599a3b1","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"完成任务","listText":"完成任务","text":"完成任务","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/165189327","repostId":"2144170319","repostType":4,"isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":161743516,"gmtCreate":1623941740735,"gmtModify":1631891642439,"author":{"id":"3583883178492003","authorId":"3583883178492003","name":"Xlaire","avatar":"https://static.tigerbbs.com/f75e6b3f0e30fdc93e129907e599a3b1","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"非常有意思的话题 50年后再看是否人工食物成为趋势","listText":"非常有意思的话题 50年后再看是否人工食物成为趋势","text":"非常有意思的话题 50年后再看是否人工食物成为趋势","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/161743516","repostId":"2143479500","repostType":2,"repost":{"id":"2143479500","pubTimestamp":1623840992,"share":"https://www.laohu8.com/m/news/2143479500?lang=&edition=full","pubTime":"2021-06-16 18:56","market":"us","language":"zh","title":"吃人造肉喝燕麦奶，这就是人类的未来？","url":"https://stock-news.laohu8.com/highlight/detail?id=2143479500","media":"商业数据派","summary":"如果真到了蚯蚓和大豆蛋白二选一的时候，你们会选什么呢？","content":"<p>作者：罗宁</p>\n<blockquote>\n 眼前的肉不是肉，你说的奶是什么奶\n</blockquote>\n<p>前段时间，明星关晓彤试吃植物肉饺子的视频，带火了一波人造肉，当我身边的朋友已经吃腻了波士顿龙虾与M9和牛，打算去高级餐厅吃人造肉牛排时，小智的内心充满了问号，人造肉有什么稀奇？还要去高级餐厅吃？</p>\n<p><img src=\"https://static.tigerbbs.com/9d5ba1ef8477e014a487fdc2f056de7b\" tg-width=\"828\" tg-height=\"462\" referrerpolicy=\"no-referrer\"></p>\n<p>更让我疑惑不解的是，现如今，那些追求健康、环保、高科技生活的精英们为什么开始习惯吃人造肉、喝燕麦奶了？这些比真肉奶还贵的“假肉”和“假奶”到底有什么不同，怎么就突然站在风口，变成大家眼中的“绿色食品”？它们真的够健康够绿色吗？</p>\n<p>带着这么多好奇，我们一起来看看关于人造肉和植物奶火热背后的那些秘密。</p>\n<h2>肉奶“升级”的秘密</h2>\n<p>人造肉和植物奶的故事，或许要从两年前说起。</p>\n<p><img src=\"https://static.tigerbbs.com/523770f923a705b298bfeb310974a730\" tg-width=\"828\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>2019年，《麻省理工科技评论》评选出年度十大突破性技术，其中之一便是人造肉。这一年，比尔盖茨与李嘉诚等大佬投资的人造肉公司Beyond Meat在美国成功上市，市值已经高达96亿美元；同样在这一年，把燕麦作原料制成的瑞典植物奶品牌Oatly不但挤开牛奶咖啡这对“黄金搭档”，成功上位变成了网红“燕麦奶咖啡”，还让<a href=\"https://laohu8.com/S/SBUX\">星巴克</a>变成了自己的展台，在今年登陆纳斯达克后，市值也登上148亿美元。</p>\n<p>我们先说说人造肉吧，尽管是从美国硅谷火起来，但中国人却很早就认识它，看看你吃过的素鸡、素鸭，它们就是人造肉的“前辈”，只不过，那些美国硅谷的科技狂人们，让人造肉再次进化到了2.0。</p>\n<p>在硅谷，人造肉有两种形态，第一种是培养肉，原材料是动物干细胞，科学家在实验室中能够把动物干细胞诱导分化，培养成肌肉组织，通过这种方式生产的牛肉、鸡肉和鸭肉拥有和正常肉类几乎相同的口感和味道，但无需养殖、饲养、屠杀等传统畜牧过程，更环保也能还原肉本身的味道，但这项技术还不够成熟并未大规模量产。</p>\n<p>第二种是植物肉。它的原材料是植物蛋白，比如大豆或者豌豆，通过从这类植物当中分离出植物蛋白和纤维，以加热、压力、冷冻等方式将蛋白质编织成纤维状结构，最后加入豆血红蛋白分子、椰油、植物色素等配料就能做成味道和口感接近真肉的素肉。</p>\n<p>这里说一句，人造肉公司Impossible Foods科学家们从大豆根部提取出含有血红素的豆血红蛋白，成为让植物肉看起来“带血”的关键，而Beyond Meat则通过甜菜提取物为肉上色，他们都让人造肉在外观和口感上以假乱真，更环保技术也更加成熟，目前也已经进入到寻常百姓家。</p>\n<p>显然，做成这个样子的人造肉摆在超市，和真肉一比，几乎是一模一样了。</p>\n<p>植物肉的崛起，客观上顺应了时代潮流，我们可以把那些简单加工的各种素鸡、素肉等食品看成是人造肉1.0版本，而硅谷人造肉公司目前在做的是人造肉2.0版本。这样的变化，让植物肉变成了“更健康”、“更环保”、“更人性”的代表。</p>\n<p>比如，Beyond Meat已经能够在卡路里、蛋白质、脂肪含量这些方面做到和真正的牛肉、鸡肉几乎没有差别，同时还能降低饱和脂肪酸，去掉胆固醇，由于原材料来自植物，人造肉可以有效减少二氧化碳排放，节省全球70%以上的耕地资源以及大量水资源，减少心脑血管疾病，糖尿病以及肥胖发生概率，也能减少对动物的杀戮，难怪比尔盖茨和李嘉诚们都拿着钱想要投资。</p>\n<p>Oatly燕麦奶的崛起也有着相似逻辑，这家公司发明的燕麦奶变成了牛奶的替代品。通过发酵、压缩等一系列技术将固态燕麦转化成液态的燕麦奶，把燕麦奶做出了口味和健康程度与不相上下的产品，还顺便解决了全球近三分之二人群的乳糖不耐受问题，并大肆宣传环保与人性的理念。比如Otaly曾经用“牛奶是给小牛喝的”以及“不用奶牛生产奶”等口号对产品进行宣传，配上魔性洗脑的BGM，感觉就像在你耳边说“大家都在喝牛奶，只有我关心奶牛哥哥。”。</p>\n<p>总之，科技公司通过高科技的加工处理工艺，让植物肉、燕麦奶“假的更真实”，这场食物革命，也逐渐传到国内。</p>\n<h2>舌尖上的金矿</h2>\n<p>说起来，因为中国人和美国人的饮食文化差异巨大，也让人造肉和植物奶有了些许不同的命运，甚至曾经引发了人们的质疑。比如做农产品起家的<a href=\"https://laohu8.com/S/000876\">新希望</a>集团在回答关于人造肉是否会替代真肉的问题时说道：人造肉相比真实的肉类在口感、味道上还有很大的差距，在成本上也没有优势。</p>\n<p>但是，人造肉和燕麦奶的变革确实在继续，就好像是两个转校生，在被科学家打上低脂肪、绿色、人性、健康的标签之后，他们的成绩不断提升，而且还能继续变强，最终超过原本处于顶端的牛肉和牛奶这两个优等生，这就为更多创业者打开了新的金矿。</p>\n<p>现在，假如你在某宝某东上搜索，会发现各种人造肉和植物奶产品，价格高的在上百元，低的不到十元，差别十分明显。截止到今年第一季度，中国人造肉相关企业一共有3900多家，植物奶企业更是超过8000家。其中有一家叫星期零的植物肉公司，一年内快速获得了3轮融资，其中不乏经纬、光速等资本大佬的身影。</p>\n<p>不难看出，这些2.0版本的人造食物的确掀起了一场革命，它们的高价格和高评价证明了市场对其接受程度，尽管在国内价格较高也有税费和物流因素影响，但依然能证明这一领域高端化市场的巨大机会。</p>\n<p><img src=\"https://static.tigerbbs.com/b38bb01638ac03b4a7d7d9cd4df6212f\" tg-width=\"828\" tg-height=\"475\" referrerpolicy=\"no-referrer\"></p>\n<p>要抓住这样的机会，我们不仅需要重新建立起对人造肉、植物奶产品的观念认知，还要看到市场的变化趋势。</p>\n<p>人造肉创业者吕中茗就说过：“人造肉最重要的不是去打动那些素食主义者，而是希望能够打动肉食爱好者。”很多中国企业是把人造肉客户定位在素食主义者，而这部分人群只是小众，但在美国，大部分人要吃的汉堡、牛排等食物若都以人造肉作为原料，这直接决定了人造肉、植物奶科技公司的天花板上限。</p>\n<p>数据机构Research and Markets报告显示，2019年全球肉类替代品，包括豆腐、汉堡肉饼、香肠等产品市场规模为48亿美元，预计到2027年将达到175亿美元。但Beyond Meat在调查了<a href=\"https://laohu8.com/S/KR\">克罗格</a>超市半年销售情况后却表示，他们卖出的人造肉，顾客不仅仅是素食者，有93%都是肉食者，所以他们的终极目标是美国高达2700亿美元的肉制品市场，这直接帮助他们估值起飞，不得不说这些美国创业者的眼光毒辣。</p>\n<p>植物奶市场增长同样显著，Research and Markets的数据显示，目前全球预计全球植物奶市场2024年将达215.2亿美元，未来四年年均复合年增长率达10.18%，相对的，根据美国农业部数据，三十年前，美国人均年消费牛奶约250磅，但到2017年这一数字降至149磅，下降40%。牛奶失宠和燕麦奶上位说明人们的饮食习惯、消费行为都在发生变化。</p>\n<p>这种变化和趋势进一步为新兴公司提供了信心。在素食者的基本盘之外，人造肉、燕麦奶不仅出现在了肯德基、<a href=\"https://laohu8.com/S/MCD\">麦当劳</a>、星巴克，还名正言顺进入超市和百货商店，摆在了和真肉、真奶相同的区域，不论是不是素食者，看到这些新产品和更健康、更环保、更人性的标签之后，或多或少都会产生好奇，而当这些消费者在亲身品尝之后发现的确和真肉、真奶差别不大之后，便会逐渐改变自己的饮食习惯，这场食品革命才真正成为了初创公司的商业机会。</p>\n<p>市场不会说谎，2019年上市的Beyond Meat、2021年上市的OtalyI以及明年可能上市的Impossible Foods均已成为估值百亿美元的食品公司，并带动了国内双塔、新希望等人造肉相关产业的股价一路上涨。一季度，传统肉类制品为主营业务的<a href=\"https://laohu8.com/S/000895\">双汇发展</a>毛利率为16.26%，双汇你们应该听过，就是那个“王中王”，而Beyond Meat毛利率则高达30.2%，是火腿公司双汇的近两倍，由此可见，人造肉企业盈利能力已经远超传统肉类公司。</p>\n<p>而燕麦奶这边，今年5月20日，Oatly以每股17美元的发行价正式登陆纳斯达克。上市当天涨幅达到21.94%，市值攀升至122.75亿美元，并不断扩大其销售市场，目前全球拥有大约6万个零售门店，并成为星巴克供应品牌。而中国市场上仅用两年时间就拥有4700多个专卖店，年增长率超过450%。</p>\n<h2>吃！为了更绿色的未来</h2>\n<p>在环保主义者看来，人造肉和植物奶为解决全球变暖提供了一种绝佳的解决方案。但更重要的是，面对世界人口的持续增长，肉类和奶类需求缺口将持续扩大，而这才是人类需要人造肉和植物奶的关键原因。</p>\n<p>根据OECD数据，2018年中国肉类消费量达到8829.6万吨，欧盟与美国肉类消费量分别为4426.7万吨和4134.9万吨，仅从中国来看，预计2030年肉类产品缺口就达到了3800万吨以上，而美国的人均消费量是中国的2倍，但人们却不能继续扩张猪牛羊以及畜牧业规模，也不能通过生长激素、抗生素等加快肉类产品供应速度，因此肉类产品缺口已经是一个世界级难题，牛奶供应也是类似，畜牧业的限制让植物奶逐渐走强。</p>\n<p>随着碳中和、绿色农业的进展加快，全球范围的畜牧业减排行动将会推动人造肉和植物奶产业的进一步壮大，尽管这些人造产品在现阶段依然还存在诸多缺陷，比如人造肉制造中的金属钠超标风险，植物奶的蛋白质较低等问题，但是随着供给缺口和人类降低碳排放的最终目标，这些食物在争议当中将会更进一步走进人们的生活，并逐渐变成和真肉、真奶同样重要的食物。</p>\n<p>尽管依然有不少研究者认为“人造肉不可能成为主流”，但这场食物的“上位之争”，就是人类面对环境做出的适应性改变，人类的胃经过数万年演化才变成如今这样，要想在很短时间内适应新食物，不仅要对食物本身进行升级，更多的还是观念上的颠覆。</p>\n<p>这让我想起《流浪地球》中的蚯蚓干和《雪国列车》中的蟑螂能量块，人类对于未来的食物想象远比现在的人造肉更加疯狂，如果真到了蚯蚓和大豆蛋白二选一的时候，你们会选什么呢？</p>","source":"lsy1594120786923","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>吃人造肉喝燕麦奶，这就是人类的未来？</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; 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}\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吃人造肉喝燕麦奶，这就是人类的未来？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 18:56 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/y6uRQLkuMkmIRj7Ap38PRw><strong>商业数据派</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：罗宁\n\n 眼前的肉不是肉，你说的奶是什么奶\n\n前段时间，明星关晓彤试吃植物肉饺子的视频，带火了一波人造肉，当我身边的朋友已经吃腻了波士顿龙虾与M9和牛，打算去高级餐厅吃人造肉牛排时，小智的内心充满了问号，人造肉有什么稀奇？还要去高级餐厅吃？\n\n更让我疑惑不解的是，现如今，那些追求健康、环保、高科技生活的精英们为什么开始习惯吃人造肉、喝燕麦奶了？这些比真肉奶还贵的“假肉”和“假奶”到底有什么...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/y6uRQLkuMkmIRj7Ap38PRw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0e6f3b170d7aafe296504ac62e9d271b","relate_stocks":{"BYND":"Beyond Meat, Inc.","OTLY":"Oatly Group AB"},"source_url":"https://mp.weixin.qq.com/s/y6uRQLkuMkmIRj7Ap38PRw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143479500","content_text":"作者：罗宁\n\n 眼前的肉不是肉，你说的奶是什么奶\n\n前段时间，明星关晓彤试吃植物肉饺子的视频，带火了一波人造肉，当我身边的朋友已经吃腻了波士顿龙虾与M9和牛，打算去高级餐厅吃人造肉牛排时，小智的内心充满了问号，人造肉有什么稀奇？还要去高级餐厅吃？\n\n更让我疑惑不解的是，现如今，那些追求健康、环保、高科技生活的精英们为什么开始习惯吃人造肉、喝燕麦奶了？这些比真肉奶还贵的“假肉”和“假奶”到底有什么不同，怎么就突然站在风口，变成大家眼中的“绿色食品”？它们真的够健康够绿色吗？\n带着这么多好奇，我们一起来看看关于人造肉和植物奶火热背后的那些秘密。\n肉奶“升级”的秘密\n人造肉和植物奶的故事，或许要从两年前说起。\n\n2019年，《麻省理工科技评论》评选出年度十大突破性技术，其中之一便是人造肉。这一年，比尔盖茨与李嘉诚等大佬投资的人造肉公司Beyond Meat在美国成功上市，市值已经高达96亿美元；同样在这一年，把燕麦作原料制成的瑞典植物奶品牌Oatly不但挤开牛奶咖啡这对“黄金搭档”，成功上位变成了网红“燕麦奶咖啡”，还让星巴克变成了自己的展台，在今年登陆纳斯达克后，市值也登上148亿美元。\n我们先说说人造肉吧，尽管是从美国硅谷火起来，但中国人却很早就认识它，看看你吃过的素鸡、素鸭，它们就是人造肉的“前辈”，只不过，那些美国硅谷的科技狂人们，让人造肉再次进化到了2.0。\n在硅谷，人造肉有两种形态，第一种是培养肉，原材料是动物干细胞，科学家在实验室中能够把动物干细胞诱导分化，培养成肌肉组织，通过这种方式生产的牛肉、鸡肉和鸭肉拥有和正常肉类几乎相同的口感和味道，但无需养殖、饲养、屠杀等传统畜牧过程，更环保也能还原肉本身的味道，但这项技术还不够成熟并未大规模量产。\n第二种是植物肉。它的原材料是植物蛋白，比如大豆或者豌豆，通过从这类植物当中分离出植物蛋白和纤维，以加热、压力、冷冻等方式将蛋白质编织成纤维状结构，最后加入豆血红蛋白分子、椰油、植物色素等配料就能做成味道和口感接近真肉的素肉。\n这里说一句，人造肉公司Impossible Foods科学家们从大豆根部提取出含有血红素的豆血红蛋白，成为让植物肉看起来“带血”的关键，而Beyond Meat则通过甜菜提取物为肉上色，他们都让人造肉在外观和口感上以假乱真，更环保技术也更加成熟，目前也已经进入到寻常百姓家。\n显然，做成这个样子的人造肉摆在超市，和真肉一比，几乎是一模一样了。\n植物肉的崛起，客观上顺应了时代潮流，我们可以把那些简单加工的各种素鸡、素肉等食品看成是人造肉1.0版本，而硅谷人造肉公司目前在做的是人造肉2.0版本。这样的变化，让植物肉变成了“更健康”、“更环保”、“更人性”的代表。\n比如，Beyond Meat已经能够在卡路里、蛋白质、脂肪含量这些方面做到和真正的牛肉、鸡肉几乎没有差别，同时还能降低饱和脂肪酸，去掉胆固醇，由于原材料来自植物，人造肉可以有效减少二氧化碳排放，节省全球70%以上的耕地资源以及大量水资源，减少心脑血管疾病，糖尿病以及肥胖发生概率，也能减少对动物的杀戮，难怪比尔盖茨和李嘉诚们都拿着钱想要投资。\nOatly燕麦奶的崛起也有着相似逻辑，这家公司发明的燕麦奶变成了牛奶的替代品。通过发酵、压缩等一系列技术将固态燕麦转化成液态的燕麦奶，把燕麦奶做出了口味和健康程度与不相上下的产品，还顺便解决了全球近三分之二人群的乳糖不耐受问题，并大肆宣传环保与人性的理念。比如Otaly曾经用“牛奶是给小牛喝的”以及“不用奶牛生产奶”等口号对产品进行宣传，配上魔性洗脑的BGM，感觉就像在你耳边说“大家都在喝牛奶，只有我关心奶牛哥哥。”。\n总之，科技公司通过高科技的加工处理工艺，让植物肉、燕麦奶“假的更真实”，这场食物革命，也逐渐传到国内。\n舌尖上的金矿\n说起来，因为中国人和美国人的饮食文化差异巨大，也让人造肉和植物奶有了些许不同的命运，甚至曾经引发了人们的质疑。比如做农产品起家的新希望集团在回答关于人造肉是否会替代真肉的问题时说道：人造肉相比真实的肉类在口感、味道上还有很大的差距，在成本上也没有优势。\n但是，人造肉和燕麦奶的变革确实在继续，就好像是两个转校生，在被科学家打上低脂肪、绿色、人性、健康的标签之后，他们的成绩不断提升，而且还能继续变强，最终超过原本处于顶端的牛肉和牛奶这两个优等生，这就为更多创业者打开了新的金矿。\n现在，假如你在某宝某东上搜索，会发现各种人造肉和植物奶产品，价格高的在上百元，低的不到十元，差别十分明显。截止到今年第一季度，中国人造肉相关企业一共有3900多家，植物奶企业更是超过8000家。其中有一家叫星期零的植物肉公司，一年内快速获得了3轮融资，其中不乏经纬、光速等资本大佬的身影。\n不难看出，这些2.0版本的人造食物的确掀起了一场革命，它们的高价格和高评价证明了市场对其接受程度，尽管在国内价格较高也有税费和物流因素影响，但依然能证明这一领域高端化市场的巨大机会。\n\n要抓住这样的机会，我们不仅需要重新建立起对人造肉、植物奶产品的观念认知，还要看到市场的变化趋势。\n人造肉创业者吕中茗就说过：“人造肉最重要的不是去打动那些素食主义者，而是希望能够打动肉食爱好者。”很多中国企业是把人造肉客户定位在素食主义者，而这部分人群只是小众，但在美国，大部分人要吃的汉堡、牛排等食物若都以人造肉作为原料，这直接决定了人造肉、植物奶科技公司的天花板上限。\n数据机构Research and Markets报告显示，2019年全球肉类替代品，包括豆腐、汉堡肉饼、香肠等产品市场规模为48亿美元，预计到2027年将达到175亿美元。但Beyond Meat在调查了克罗格超市半年销售情况后却表示，他们卖出的人造肉，顾客不仅仅是素食者，有93%都是肉食者，所以他们的终极目标是美国高达2700亿美元的肉制品市场，这直接帮助他们估值起飞，不得不说这些美国创业者的眼光毒辣。\n植物奶市场增长同样显著，Research and Markets的数据显示，目前全球预计全球植物奶市场2024年将达215.2亿美元，未来四年年均复合年增长率达10.18%，相对的，根据美国农业部数据，三十年前，美国人均年消费牛奶约250磅，但到2017年这一数字降至149磅，下降40%。牛奶失宠和燕麦奶上位说明人们的饮食习惯、消费行为都在发生变化。\n这种变化和趋势进一步为新兴公司提供了信心。在素食者的基本盘之外，人造肉、燕麦奶不仅出现在了肯德基、麦当劳、星巴克，还名正言顺进入超市和百货商店，摆在了和真肉、真奶相同的区域，不论是不是素食者，看到这些新产品和更健康、更环保、更人性的标签之后，或多或少都会产生好奇，而当这些消费者在亲身品尝之后发现的确和真肉、真奶差别不大之后，便会逐渐改变自己的饮食习惯，这场食品革命才真正成为了初创公司的商业机会。\n市场不会说谎，2019年上市的Beyond Meat、2021年上市的OtalyI以及明年可能上市的Impossible Foods均已成为估值百亿美元的食品公司，并带动了国内双塔、新希望等人造肉相关产业的股价一路上涨。一季度，传统肉类制品为主营业务的双汇发展毛利率为16.26%，双汇你们应该听过，就是那个“王中王”，而Beyond Meat毛利率则高达30.2%，是火腿公司双汇的近两倍，由此可见，人造肉企业盈利能力已经远超传统肉类公司。\n而燕麦奶这边，今年5月20日，Oatly以每股17美元的发行价正式登陆纳斯达克。上市当天涨幅达到21.94%，市值攀升至122.75亿美元，并不断扩大其销售市场，目前全球拥有大约6万个零售门店，并成为星巴克供应品牌。而中国市场上仅用两年时间就拥有4700多个专卖店，年增长率超过450%。\n吃！为了更绿色的未来\n在环保主义者看来，人造肉和植物奶为解决全球变暖提供了一种绝佳的解决方案。但更重要的是，面对世界人口的持续增长，肉类和奶类需求缺口将持续扩大，而这才是人类需要人造肉和植物奶的关键原因。\n根据OECD数据，2018年中国肉类消费量达到8829.6万吨，欧盟与美国肉类消费量分别为4426.7万吨和4134.9万吨，仅从中国来看，预计2030年肉类产品缺口就达到了3800万吨以上，而美国的人均消费量是中国的2倍，但人们却不能继续扩张猪牛羊以及畜牧业规模，也不能通过生长激素、抗生素等加快肉类产品供应速度，因此肉类产品缺口已经是一个世界级难题，牛奶供应也是类似，畜牧业的限制让植物奶逐渐走强。\n随着碳中和、绿色农业的进展加快，全球范围的畜牧业减排行动将会推动人造肉和植物奶产业的进一步壮大，尽管这些人造产品在现阶段依然还存在诸多缺陷，比如人造肉制造中的金属钠超标风险，植物奶的蛋白质较低等问题，但是随着供给缺口和人类降低碳排放的最终目标，这些食物在争议当中将会更进一步走进人们的生活，并逐渐变成和真肉、真奶同样重要的食物。\n尽管依然有不少研究者认为“人造肉不可能成为主流”，但这场食物的“上位之争”，就是人类面对环境做出的适应性改变，人类的胃经过数万年演化才变成如今这样，要想在很短时间内适应新食物，不仅要对食物本身进行升级，更多的还是观念上的颠覆。\n这让我想起《流浪地球》中的蚯蚓干和《雪国列车》中的蟑螂能量块，人类对于未来的食物想象远比现在的人造肉更加疯狂，如果真到了蚯蚓和大豆蛋白二选一的时候，你们会选什么呢？","news_type":1},"isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":128544561,"gmtCreate":1624525442453,"gmtModify":1631891642379,"author":{"id":"3583883178492003","authorId":"3583883178492003","name":"Xlaire","avatar":"https://static.tigerbbs.com/f75e6b3f0e30fdc93e129907e599a3b1","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"不敢买","listText":"不敢买","text":"不敢买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/128544561","repostId":"2145092071","repostType":4,"isVote":1,"tweetType":1,"viewCount":1205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":165979097,"gmtCreate":1624090745419,"gmtModify":1631891642428,"author":{"id":"3583883178492003","authorId":"3583883178492003","name":"Xlaire","avatar":"https://static.tigerbbs.com/f75e6b3f0e30fdc93e129907e599a3b1","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"果然非一般的老板才能创造非一般的公司 现在的职业经理人几乎都做不到","listText":"果然非一般的老板才能创造非一般的公司 现在的职业经理人几乎都做不到","text":"果然非一般的老板才能创造非一般的公司 现在的职业经理人几乎都做不到","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/165979097","repostId":"2143801764","repostType":4,"repost":{"id":"2143801764","pubTimestamp":1624069271,"share":"https://www.laohu8.com/m/news/2143801764?lang=&edition=full","pubTime":"2021-06-19 10:21","market":"sh","language":"zh","title":"与扎克伯格共事13年学到的经验教训","url":"https://stock-news.laohu8.com/highlight/detail?id=2143801764","media":"前瞻经济学人","summary":"与扎克伯格共事13年学到的经验教训 来源：前瞻经济学人作者|StartupBoy 来源|投资实习所前 Facebook VP，亚马逊 VP，现在担任 Coatue Management 董事长的 Dan Rose 最近分享了他跟扎克伯格共事 13 年学到的经验教训。Dan Rose 说，最好的创始人都有一种斗士心态，扎克伯格就是这样一个斗士，如果没有这种心态，Facebook 永远不会发挥出它的全部潜力。而扎克伯格那时 22 岁，如果卖掉，他个人可以获得 3 亿美元。当他加入 6 个月试图干掉扎克伯格时，结果被小扎给解雇了。扎克伯格想要战斗。","content":"<p>前 <a href=\"https://laohu8.com/S/FB\">Facebook</a> <a href=\"https://laohu8.com/S/VP..UK\">VP</a>，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> VP，现在担任 Coatue Management 董事长的 Dan Rose 最近分享了他跟扎克伯格共事 13 年学到的经验教训。</p>\n<p>Dan Rose 非常乐于分享，我之前曾介绍过他的几次分享，分别是《2004 年贝佐斯做 Kindle 的背后》《Facebook 的至暗时刻与 DST 的入局》以及《Facebook 至暗时刻，小扎做了这几个决策》。</p>\n<p>这次分享的内容，核心点还是聚焦于如何做创始人 CEO。Dan Rose 说，最好的创始人都有一种斗士心态（fighter mentality），扎克伯格就是这样一个斗士，如果没有这种心态，Facebook 永远不会发挥出它的全部潜力。</p>\n<p>从如今 Coatue （业内有小 Tiger Global 之称 ）在 VC 圈的打法，似乎也能感受到Dan Rose 在 Facebook 经历的一些相似东西，以下是他分享的部分：</p>\n<p>1.扎克伯格最早的一次大争吵是和他自己的董事会 + 高管团队。他们试图说服他在 2006 年以 10 亿美元的价格将公司卖给<a href=\"https://laohu8.com/S/YHOO\">雅虎</a>。当时 FB 有 500 万用户(都是大学生) ，公司仅仅 2 年时间。而扎克伯格那时 22 岁，如果卖掉，他个人可以获得 3 亿美元。他怎么能说不呢？</p>\n<p>One of Mark’s first big fights was with his own board + exec team. They tried to convince him to sell the company to Yahoo for $1B in '06.</p>\n<p>At the time FB had 5M users（all college）and was 2 yrs old. At the age of 22, Mark stood to gain $300M personally. How could he say no?</p>\n<p>2.每个人都希望小扎卖掉公司。朋友们说他要是拒绝 10 亿美元，那他就是疯了。他的管理团队想要退出，他的董事会给他施加了压力。但小扎知道一些他们不知道的事情—— FB 即将推出新产品，这将彻底改变公司的发展轨迹。</p>\n<p>Everyone told Mark to sell. Friends said he'd be crazy to pass up $1B. His management team wanted an exit. His board put pressure on him. But Mark knew something they didn’t – FB was on the cusp of launching new products that would completely change the trajectory of the company.</p>\n<p>3.我（Dan Rose）在 2006 年年中加入了 FB，就在扎克伯格决定不卖掉它之后（我很高兴他这么做了!）。他有勇气反对身边的每一个人，第二年，当我们从<a href=\"https://laohu8.com/S/MSFT\">微软</a>那以 150 亿美金的估值完成 C 轮融资时，他的坚持得到了证明。</p>\n<p>I joined FB in mid-2006, right after Mark made the decision not to sell (I’m glad he did!). He had the courage to go against everyone around him, and he was promptly vindicated the following year when we raised our Series C from Microsoft at $15B.</p>\n<p>4.在雅虎险些倒闭后的几年内，扎克伯格换掉了整个管理团队，重组了董事会。他需要身边的人相信他的远见，有他可以信任的人与他并肩作战，我就是其中之一。</p>\n<p>Within a couple of years after the Yahoo near miss, Mark replaced his entire management team and reconstituted the board. He needed people around him who believed in his vision, people he could trust to fight alongside him. I was <a href=\"https://laohu8.com/S/AONE\">one</a> of them.</p>\n<p>5.扎克伯格在那个时候聘请了一位专业的首席财务官，一个有着灰白头发的人，负责公司的上市工作。这家伙从一开始就纠结于这样一个事实：他的老板只比他的孩子大一点点。当他加入 6 个月试图干掉扎克伯格时，结果被小扎给解雇了。</p>\n<p>Mark hired a professional CFO around that time, someone with gray hair who had taken companies public. This guy struggled from the beginning with the fact that his boss was barely older than his children. When he tried to launch a coup 6 mos after joining, Mark fired him.</p>\n<p>6.早些时候，音乐产业威胁说，如果我们不给他们想要的东西——金钱、公平、顺从，他们就要起诉我们。实际上 Facebook 上并没有任何音乐，但是 YouTube 已经在他们的背上成长起来，现在唱片公司想从每个人身上吃到一磅肉。</p>\n<p>Early on, the music industry threatened to sue us into oblivion if we didn’t give them what they wanted - money, equity, subservience. Facebook didn’t actually have any music on it, but YouTube had grown on their backs and now the labels wanted a pound of flesh from everyone.</p>\n<p>7.我想达成交易。扎克伯格想要战斗。当我背着他组织一次会议讨论我的策略时，他给我发了一封尖锐的电子邮件: 如果我再这样做，我就会被解雇。他对讨论我的观点持开放态度，但如果没有他在场，就不会有讨论。</p>\n<p>I wanted to cut a deal. Mark wanted to fight. When I organized a meeting behind his back to discuss my strategy, he sent me a pointed email: if I ever did that again, I’d be fired. He was open to discussing my views but there would be no discussion without him in the room.</p>\n<p>8.2010 年，扎克伯格开始在一个大型科技会议的舞台上开始大汗淋漓，台下有数百名高管。在采访的前 30 分钟，他看起来很紧张，对自己没有信心，很快找到了自己的位置并恢复了过来。那天我也在观众席上。</p>\n<p>In 2010, Mark started sweating profusely on stage at a large tech conference with hundreds of execs in the audience. He looked nervous and unsure of himself for the first 30 minutes of the interview before finding his feet and recovering by the end. I was in the audience that day.</p>\n<p>9.许多与会者后来找到我，说他们非常钦佩马克坚韧不拔的恢复能力。我当天晚上给他发了短信，转达对他的鼓励。他回复说，他的表现是不可接受的，他让我们所有人失望，他不会这种情况再次发生。</p>\n<p>Many attendees approached me afterwards to say how much they admired Mark for his gritty recovery. I texted him that night to pass along the encouragement. He responded by saying his performance was unacceptable, he had let us all down and he wouldn’t let it happen again.</p>\n<p>10.电影《社交网络》于 2010 年面世。扎克伯格已经被警告说这会对他造成负面的影响，他很关心这会对团队士气、 FB 的品牌和他的个人声誉造成的影响。他的顾问告诉他不要理会这件事，低调行事，保持专注。</p>\n<p>The Social Network came out in 2010. Mark had been warned it would portray him in a negative light, and he was appropriately concerned about its impact on team morale, FB's brand and his personal reputation. His advisors told him to ignore it, keep his head down, stay focused.</p>\n<p>11.这是有史以来最伟大的柔术动作之一，扎克伯格租下了海岸线电影院综合楼，用巴士把整个公司的人都送来观看电影的首映。他第一次（也可能是唯一一次）观看《社交网络》是在一个巨大的电影院里，和他的其他员工一起观看。</p>\n<p>In <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the greatest jiu jitsu moves of all time, Mark rented out the Shoreline cinema complex and bussed in the entire company to see the premier of the movie. His first (and probably only) viewing of The Social Network was in a giant cinema with the rest of his employees.</p>\n<p>12.为了增加这场戏的超现实感，马克的行政让我坐在他旁边--她认为我的积极性会起到安抚作用。当扮演他的角色被一个女孩引诱时，他俯身低声说：\"现在这很尴尬。\" 我们都笑出了声。</p>\n<p>Adding to the surrealness of this scene, Mark’s admin asked me to sit next to him - she thought my positivity would be a calming influence. When the character portraying him was being seduced by a girl, he leaned over and whispered “now this is awkward.” We both laughed out loud!</p>\n<p>13.你不必刻意成为一个斗士。一些首席执行官（比如著名的史蒂夫 · 乔布斯）在这个问题上很挣扎，但扎克伯格做得很优雅。他从不对人大喊大叫，从不扔家具，也不发脾气。他只是无情地果断，总是愿意做出艰难的决定。</p>\n<p>You don’t have to be mean to be a fighter. Some CEOs struggle with this (famously Steve Jobs), but Mark pulled it off gracefully. He didn’t yell at people, never threw furniture or lost his temper. He was just ruthlessly decisive, always willing to make the hard call.</p>\n<p>14.在最初的 5 年里，扎克伯格经历过多个产品负责人，3 个首席财务官，和许多高管。当有人不适应公司的发展时，他就会要求他们离开或者担任一个较小的角色，他的联合创始人也都辞职了，他们厌倦了战斗，做 CEO 是很孤独的。</p>\n<p>In his first 5 years, Mark went through multiple product leaders, 3 CFOs, and many executives. When someone wasn’t scaling with the company, he would ask them to leave or take a smaller role. His co-founders all quit too, they were tired of fighting. It’s lonely to be CEO.</p>\n<p>15.但是，输掉比赛更让人感到孤独，或者后悔自己没有努力去赢。商业是一场终极游戏，它永远不会结束，你也永远不会有完成（的状态）。从车库到会议室需要难以置信的勇气、决心、野心，还有...斗争。</p>\n<p>But it's more lonely to lose, or to regret that you didn't try hard enough to win. Business is the ultimate game, it never ends and you are never done. Going from the garage to the boardroom requires incredible grit, determination, ambition, and yes...fight.</p>\n<p>Paul Graham 评论说，这与我在成功的创业者身上所观察到的一致。你必须成为一名战士，因为成功使你成为目标。</p>","source":"lsy1624069395992","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>与扎克伯格共事13年学到的经验教训</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n与扎克伯格共事13年学到的经验教训\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-19 10:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/xXPbtPt6NjT7PYFPi0Yjww><strong>前瞻经济学人</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>前 Facebook VP，亚马逊 VP，现在担任 Coatue Management 董事长的 Dan Rose 最近分享了他跟扎克伯格共事 13 年学到的经验教训。\nDan Rose 非常乐于分享，我之前曾介绍过他的几次分享，分别是《2004 年贝佐斯做 Kindle 的背后》《Facebook 的至暗时刻与 DST 的入局》以及《Facebook 至暗时刻，小扎做了这几个决策》。\n这次分享的...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/xXPbtPt6NjT7PYFPi0Yjww\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c5151020373bdf3b125f6874e83f7190","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://mp.weixin.qq.com/s/xXPbtPt6NjT7PYFPi0Yjww","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143801764","content_text":"前 Facebook VP，亚马逊 VP，现在担任 Coatue Management 董事长的 Dan Rose 最近分享了他跟扎克伯格共事 13 年学到的经验教训。\nDan Rose 非常乐于分享，我之前曾介绍过他的几次分享，分别是《2004 年贝佐斯做 Kindle 的背后》《Facebook 的至暗时刻与 DST 的入局》以及《Facebook 至暗时刻，小扎做了这几个决策》。\n这次分享的内容，核心点还是聚焦于如何做创始人 CEO。Dan Rose 说，最好的创始人都有一种斗士心态（fighter mentality），扎克伯格就是这样一个斗士，如果没有这种心态，Facebook 永远不会发挥出它的全部潜力。\n从如今 Coatue （业内有小 Tiger Global 之称 ）在 VC 圈的打法，似乎也能感受到Dan Rose 在 Facebook 经历的一些相似东西，以下是他分享的部分：\n1.扎克伯格最早的一次大争吵是和他自己的董事会 + 高管团队。他们试图说服他在 2006 年以 10 亿美元的价格将公司卖给雅虎。当时 FB 有 500 万用户(都是大学生) ，公司仅仅 2 年时间。而扎克伯格那时 22 岁，如果卖掉，他个人可以获得 3 亿美元。他怎么能说不呢？\nOne of Mark’s first big fights was with his own board + exec team. They tried to convince him to sell the company to Yahoo for $1B in '06.\nAt the time FB had 5M users（all college）and was 2 yrs old. At the age of 22, Mark stood to gain $300M personally. How could he say no?\n2.每个人都希望小扎卖掉公司。朋友们说他要是拒绝 10 亿美元，那他就是疯了。他的管理团队想要退出，他的董事会给他施加了压力。但小扎知道一些他们不知道的事情—— FB 即将推出新产品，这将彻底改变公司的发展轨迹。\nEveryone told Mark to sell. Friends said he'd be crazy to pass up $1B. His management team wanted an exit. His board put pressure on him. But Mark knew something they didn’t – FB was on the cusp of launching new products that would completely change the trajectory of the company.\n3.我（Dan Rose）在 2006 年年中加入了 FB，就在扎克伯格决定不卖掉它之后（我很高兴他这么做了!）。他有勇气反对身边的每一个人，第二年，当我们从微软那以 150 亿美金的估值完成 C 轮融资时，他的坚持得到了证明。\nI joined FB in mid-2006, right after Mark made the decision not to sell (I’m glad he did!). He had the courage to go against everyone around him, and he was promptly vindicated the following year when we raised our Series C from Microsoft at $15B.\n4.在雅虎险些倒闭后的几年内，扎克伯格换掉了整个管理团队，重组了董事会。他需要身边的人相信他的远见，有他可以信任的人与他并肩作战，我就是其中之一。\nWithin a couple of years after the Yahoo near miss, Mark replaced his entire management team and reconstituted the board. He needed people around him who believed in his vision, people he could trust to fight alongside him. I was one of them.\n5.扎克伯格在那个时候聘请了一位专业的首席财务官，一个有着灰白头发的人，负责公司的上市工作。这家伙从一开始就纠结于这样一个事实：他的老板只比他的孩子大一点点。当他加入 6 个月试图干掉扎克伯格时，结果被小扎给解雇了。\nMark hired a professional CFO around that time, someone with gray hair who had taken companies public. This guy struggled from the beginning with the fact that his boss was barely older than his children. When he tried to launch a coup 6 mos after joining, Mark fired him.\n6.早些时候，音乐产业威胁说，如果我们不给他们想要的东西——金钱、公平、顺从，他们就要起诉我们。实际上 Facebook 上并没有任何音乐，但是 YouTube 已经在他们的背上成长起来，现在唱片公司想从每个人身上吃到一磅肉。\nEarly on, the music industry threatened to sue us into oblivion if we didn’t give them what they wanted - money, equity, subservience. Facebook didn’t actually have any music on it, but YouTube had grown on their backs and now the labels wanted a pound of flesh from everyone.\n7.我想达成交易。扎克伯格想要战斗。当我背着他组织一次会议讨论我的策略时，他给我发了一封尖锐的电子邮件: 如果我再这样做，我就会被解雇。他对讨论我的观点持开放态度，但如果没有他在场，就不会有讨论。\nI wanted to cut a deal. Mark wanted to fight. When I organized a meeting behind his back to discuss my strategy, he sent me a pointed email: if I ever did that again, I’d be fired. He was open to discussing my views but there would be no discussion without him in the room.\n8.2010 年，扎克伯格开始在一个大型科技会议的舞台上开始大汗淋漓，台下有数百名高管。在采访的前 30 分钟，他看起来很紧张，对自己没有信心，很快找到了自己的位置并恢复了过来。那天我也在观众席上。\nIn 2010, Mark started sweating profusely on stage at a large tech conference with hundreds of execs in the audience. He looked nervous and unsure of himself for the first 30 minutes of the interview before finding his feet and recovering by the end. I was in the audience that day.\n9.许多与会者后来找到我，说他们非常钦佩马克坚韧不拔的恢复能力。我当天晚上给他发了短信，转达对他的鼓励。他回复说，他的表现是不可接受的，他让我们所有人失望，他不会这种情况再次发生。\nMany attendees approached me afterwards to say how much they admired Mark for his gritty recovery. I texted him that night to pass along the encouragement. He responded by saying his performance was unacceptable, he had let us all down and he wouldn’t let it happen again.\n10.电影《社交网络》于 2010 年面世。扎克伯格已经被警告说这会对他造成负面的影响，他很关心这会对团队士气、 FB 的品牌和他的个人声誉造成的影响。他的顾问告诉他不要理会这件事，低调行事，保持专注。\nThe Social Network came out in 2010. Mark had been warned it would portray him in a negative light, and he was appropriately concerned about its impact on team morale, FB's brand and his personal reputation. His advisors told him to ignore it, keep his head down, stay focused.\n11.这是有史以来最伟大的柔术动作之一，扎克伯格租下了海岸线电影院综合楼，用巴士把整个公司的人都送来观看电影的首映。他第一次（也可能是唯一一次）观看《社交网络》是在一个巨大的电影院里，和他的其他员工一起观看。\nIn one of the greatest jiu jitsu moves of all time, Mark rented out the Shoreline cinema complex and bussed in the entire company to see the premier of the movie. His first (and probably only) viewing of The Social Network was in a giant cinema with the rest of his employees.\n12.为了增加这场戏的超现实感，马克的行政让我坐在他旁边--她认为我的积极性会起到安抚作用。当扮演他的角色被一个女孩引诱时，他俯身低声说：\"现在这很尴尬。\" 我们都笑出了声。\nAdding to the surrealness of this scene, Mark’s admin asked me to sit next to him - she thought my positivity would be a calming influence. When the character portraying him was being seduced by a girl, he leaned over and whispered “now this is awkward.” We both laughed out loud!\n13.你不必刻意成为一个斗士。一些首席执行官（比如著名的史蒂夫 · 乔布斯）在这个问题上很挣扎，但扎克伯格做得很优雅。他从不对人大喊大叫，从不扔家具，也不发脾气。他只是无情地果断，总是愿意做出艰难的决定。\nYou don’t have to be mean to be a fighter. Some CEOs struggle with this (famously Steve Jobs), but Mark pulled it off gracefully. He didn’t yell at people, never threw furniture or lost his temper. He was just ruthlessly decisive, always willing to make the hard call.\n14.在最初的 5 年里，扎克伯格经历过多个产品负责人，3 个首席财务官，和许多高管。当有人不适应公司的发展时，他就会要求他们离开或者担任一个较小的角色，他的联合创始人也都辞职了，他们厌倦了战斗，做 CEO 是很孤独的。\nIn his first 5 years, Mark went through multiple product leaders, 3 CFOs, and many executives. When someone wasn’t scaling with the company, he would ask them to leave or take a smaller role. His co-founders all quit too, they were tired of fighting. It’s lonely to be CEO.\n15.但是，输掉比赛更让人感到孤独，或者后悔自己没有努力去赢。商业是一场终极游戏，它永远不会结束，你也永远不会有完成（的状态）。从车库到会议室需要难以置信的勇气、决心、野心，还有...斗争。\nBut it's more lonely to lose, or to regret that you didn't try hard enough to win. Business is the ultimate game, it never ends and you are never done. Going from the garage to the boardroom requires incredible grit, determination, ambition, and yes...fight.\nPaul Graham 评论说，这与我在成功的创业者身上所观察到的一致。你必须成为一名战士，因为成功使你成为目标。","news_type":1},"isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848645777,"gmtCreate":1635997279712,"gmtModify":1635997279844,"author":{"id":"3583883178492003","authorId":"3583883178492003","name":"Xlaire","avatar":"https://static.tigerbbs.com/f75e6b3f0e30fdc93e129907e599a3b1","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848645777","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}