最赚钱的期权的个人主页 - 老虎社区

最赚钱的期权

最赚钱的期权

买啥都赚，随便买都赚，✌️✌️✌️✌️✌️✌️

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最赚钱的期权

11-15

哈哈哈哈哈，那是：金色麦田

最赚钱的期权

11-09

不知道老虎怎么了，看到那么多的盈利，可用余额也没加，权益资金也没加，[害羞] [害羞] [害羞]

最赚钱的期权

11-08

感谢小虎送钱，谢谢谢谢谢谢！我喜欢花钱花钱赚钱赚钱，更喜欢不劳而获！

最赚钱的期权

11-07

让你有机会布局，足够时间入金

特朗普胜选后波动率大降，量化基金势将买入超1000亿美元美股

最赚钱的期权

11-05

卖 110

美国新罕布什尔州小镇“午夜投票”结果出炉，哈里斯和特朗普持平

最赚钱的期权

10-30

嘿嘿，别慌，今晚跌不到 98%

超微电脑暴跌，会计丑闻再起波澜，安永突然辞职

最赚钱的期权

10-25

你厉害，还找到佐证

最赚钱的期权

10-25

不知道，钱多博一会，上次也是很稳了，然后说是票延迟了，邮寄的选票延迟了，后来又说被换了

最赚钱的期权

10-21

英雄所见略同

如此卖命支持特朗普，马斯克究竟想要什么回报？

最赚钱的期权

10-18

我同意你的观点，他们都亏了钱你千万别说你这股票赚了钱

最赚钱的期权

10-18

总有人敢说真话，哈哈哈哈哈

@爱是付出:经济一潭死水，社会弥漫焦虑，各阶层方向感丧失，舞台上的人声嘶力竭卖力吆喝，台下的观众表面强颜欢笑实则却无精打采，资产贬值已经无可阻挡，清醒的人会逃顶，而梦游的会继续站岗。

最赚钱的期权

10-18

又来一波又来一波

桥水：继续加码中国资产！反弹后估值仍相对较低

最赚钱的期权

10-18

先投资赚钱，投资对了就是赚钱，两个事是一个事，

最赚钱的期权

10-14

加仓加仓，好机会！

最赚钱的期权

10-11

很胖很胖，需要好运气！

最赚钱的期权

10-08

哈哈哈哈哈，尸横遍野！

仅20分钟！两市成交额突破1万亿，再创历史最快万亿纪录

最赚钱的期权

10-06

我只培养他生存能力，小孩要会动手自己生活，自己赚钱，自己思考，至于他未来喜不喜欢炒股，没关系，他是自由的

最赚钱的期权

10-02

8000比较喜欢，6100分分钟的事情，没有悬念

最赚钱的期权

10-02

先自己骗自己，才能哄哄外资进入

异动解读 | 外资涌入激发A股港股大涨能否延续取决于政策落地

最赚钱的期权

10-01

跟大盘走，如连跌2天就减持或者清仓跑路

去老虎APP查看更多动态

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padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特朗普胜选后波动率大降，量化基金势将买入超1000亿美元美股\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\">2024-11-07 12:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>特朗普赢得美国总统选举引发股市飙升，触发基于规则的投资基金的买入信号，势将为这波涨势添火加薪。周二大选前，华尔街一直在为投票后股市出现震荡的风险做准备。但恰恰相反，特朗普赢得干脆利落推动恐惧指数VIX创出2021年以来第二大单日跌幅，标普500指数则大涨2.5%。这迫使有系统性倾向的基金通过买入股票来进行再平衡，从而形成了技术驱动的反馈循环，增加了股市上涨背后的力量。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/13cc7f2b63727c5687919afc94a1c716\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>野村证券国际的一项分析指出，波动率控制基金预计将在下月买入500亿美元的美国股票，到1月总计买入1,100亿美元。</strong>该公司还预测所谓的风险平价基金将大幅转向全球股票。Rubner也认为这两类投资工具有可能进行大规模买盘。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cfe8ba21c8b5ac2b562fdf822ed7fcb2","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101783059","content_text":"特朗普赢得美国总统选举引发股市飙升，触发基于规则的投资基金的买入信号，势将为这波涨势添火加薪。周二大选前，华尔街一直在为投票后股市出现震荡的风险做准备。但恰恰相反，特朗普赢得干脆利落推动恐惧指数VIX创出2021年以来第二大单日跌幅，标普500指数则大涨2.5%。这迫使有系统性倾向的基金通过买入股票来进行再平衡，从而形成了技术驱动的反馈循环，增加了股市上涨背后的力量。野村证券国际的一项分析指出，波动率控制基金预计将在下月买入500亿美元的美国股票，到1月总计买入1,100亿美元。该公司还预测所谓的风险平价基金将大幅转向全球股票。Rubner也认为这两类投资工具有可能进行大规模买盘。","news_type":1},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367706373914632,"gmtCreate":1730786582503,"gmtModify":1730786584181,"author":{"id":"4182346424956632","authorId":"4182346424956632","name":"最赚钱的期权","avatar":"https://static.tigerbbs.com/a275a333dc1d495e1864823b8e4852f5","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4182346424956632","idStr":"4182346424956632"},"themes":[],"htmlText":"卖 110","listText":"卖 110","text":"卖 110","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367706373914632","repostId":"2481851750","repostType":4,"repost":{"id":"2481851750","pubTimestamp":1730784337,"share":"https://www.laohu8.com/m/news/2481851750?lang=&edition=full","pubTime":"2024-11-05 13:25","market":"us","language":"zh","title":"美国新罕布什尔州小镇“午夜投票”结果出炉，哈里斯和特朗普持平","url":"https://stock-news.laohu8.com/highlight/detail?id=2481851750","media":"美港电讯","summary":"金十数据11月5日讯，当地时间11月5日，美国新罕布什尔州小镇迪克斯维尔山口公布6位登记选民投票结果，哈里斯和特朗普以3票比3票持平。美国东部时间11月5日零时，新罕布什尔州小镇迪克斯维尔山口的选民率","content":"<html><head></head><body><p>金十数据11月5日讯，当地时间11月5日，美国新罕布什尔州小镇迪克斯维尔山口公布6位登记选民投票结果，哈里斯和特朗普以3票比3票持平。</p><p>美国东部时间11月5日零时，新罕布什尔州小镇迪克斯维尔山口的选民率先开始投票，这标志着第60届美国总统选举投票正式开始。</p></body></html>","source":"live_meigang","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>美国新罕布什尔州小镇“午夜投票”结果出炉，哈里斯和特朗普持平</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{ 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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美国新罕布什尔州小镇“午夜投票”结果出炉，哈里斯和特朗普持平\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-05 13:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.ushknews.com/><strong>美港电讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>金十数据11月5日讯，当地时间11月5日，美国新罕布什尔州小镇迪克斯维尔山口公布6位登记选民投票结果，哈里斯和特朗普以3票比3票持平。美国东部时间11月5日零时，新罕布什尔州小镇迪克斯维尔山口的选民率先开始投票，这标志着第60届美国总统选举投票正式开始。</p>\n\n<a href=\"https://www.ushknews.com/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/4c36380b8a97b474e7720956a284408c","relate_stocks":{},"source_url":"https://www.ushknews.com/","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2481851750","content_text":"金十数据11月5日讯，当地时间11月5日，美国新罕布什尔州小镇迪克斯维尔山口公布6位登记选民投票结果，哈里斯和特朗普以3票比3票持平。美国东部时间11月5日零时，新罕布什尔州小镇迪克斯维尔山口的选民率先开始投票，这标志着第60届美国总统选举投票正式开始。","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365599310676248,"gmtCreate":1730297709729,"gmtModify":1730297711932,"author":{"id":"4182346424956632","authorId":"4182346424956632","name":"最赚钱的期权","avatar":"https://static.tigerbbs.com/a275a333dc1d495e1864823b8e4852f5","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4182346424956632","idStr":"4182346424956632"},"themes":[],"htmlText":"嘿嘿，别慌，今晚跌不到 98%","listText":"嘿嘿，别慌，今晚跌不到 98%","text":"嘿嘿，别慌，今晚跌不到 98%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365599310676248","repostId":"1148446933","repostType":4,"repost":{"id":"1148446933","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":1730293318,"share":"https://www.laohu8.com/m/news/1148446933?lang=&edition=full","pubTime":"2024-10-30 21:01","market":"us","language":"zh","title":"超微电脑暴跌，会计丑闻再起波澜，安永突然辞职","url":"https://stock-news.laohu8.com/highlight/detail?id=1148446933","media":"老虎资讯综合","summary":"周三，超微电脑盘前暴跌超30%。","content":"<html><head></head><body><p>周三，超微电脑开盘暴跌超30%，盘中一度停止交易，现已恢复，截至发稿跌幅约25%。消息面上，安永突然辞职，不再承担对超微电脑的审计职责。超微电脑表示，审计委员会主席讨论了安永辞职的原因，并已开始寻找一家独立注册会计师事务所作为继任者。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de341c0a62b742744d160a24ae02aa3d\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>“尽管公司承认安永的决定是最终决定，但它不同意安永辞去公司独立注册会计师事务所职务的决定——特别委员会尚未获得与审查相关的所有信息，也尚未完成审查，”超微电脑在文件中表示，“尽管如此，公司已认真对待安永表达的担忧，并将仔细考虑特别委员会的调查结果以及特别委员会在审查结束后建议的任何补救措施或其他行动。”</p><p>该公司补充道：“目前预计，安永提出的或特别委员会正在审议的任何事项的解决，如下文所述，都不会导致其截至2024年6月30日的2024财年或之前财年的季度报告的任何重述。”</p><p>据了解，超微电脑早前就曾卷入一起会计丑闻。据9月的报道称，超微电脑因涉嫌会计违规正式受到美国司法部的审查，这一行动缘于一家知名的做空机构——兴登堡研究公司发布了一份详尽的报告，指控超微电脑在财务报告上存在众多违规行为。这些问题涵盖收入确认失当、成本计算不准确以及潜在的资金挪用等严重情况。</p><p>超微电脑已声明将全力配合美国司法部的调查工作，并承诺采取必要措施纠正潜在问题。</p><p><strong>安永声明</strong></p><p>安永声明：“我们辞职的原因是，我们最近注意到一些信息，这些信息导致我们不再能够依赖管理层和审计委员会的陈述，并且不愿意与管理层编制的财务报表有任何联系，并且得出结论，我们将不再能够根据适用法律或专业义务提供审计服务。”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>超微电脑暴跌，会计丑闻再起波澜，安永突然辞职</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超微电脑暴跌，会计丑闻再起波澜，安永突然辞职\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\">2024-10-30 21:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周三，超微电脑开盘暴跌超30%，盘中一度停止交易，现已恢复，截至发稿跌幅约25%。消息面上，安永突然辞职，不再承担对超微电脑的审计职责。超微电脑表示，审计委员会主席讨论了安永辞职的原因，并已开始寻找一家独立注册会计师事务所作为继任者。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de341c0a62b742744d160a24ae02aa3d\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>“尽管公司承认安永的决定是最终决定，但它不同意安永辞去公司独立注册会计师事务所职务的决定——特别委员会尚未获得与审查相关的所有信息，也尚未完成审查，”超微电脑在文件中表示，“尽管如此，公司已认真对待安永表达的担忧，并将仔细考虑特别委员会的调查结果以及特别委员会在审查结束后建议的任何补救措施或其他行动。”</p><p>该公司补充道：“目前预计，安永提出的或特别委员会正在审议的任何事项的解决，如下文所述，都不会导致其截至2024年6月30日的2024财年或之前财年的季度报告的任何重述。”</p><p>据了解，超微电脑早前就曾卷入一起会计丑闻。据9月的报道称，超微电脑因涉嫌会计违规正式受到美国司法部的审查，这一行动缘于一家知名的做空机构——兴登堡研究公司发布了一份详尽的报告，指控超微电脑在财务报告上存在众多违规行为。这些问题涵盖收入确认失当、成本计算不准确以及潜在的资金挪用等严重情况。</p><p>超微电脑已声明将全力配合美国司法部的调查工作，并承诺采取必要措施纠正潜在问题。</p><p><strong>安永声明</strong></p><p>安永声明：“我们辞职的原因是，我们最近注意到一些信息，这些信息导致我们不再能够依赖管理层和审计委员会的陈述，并且不愿意与管理层编制的财务报表有任何联系，并且得出结论，我们将不再能够根据适用法律或专业义务提供审计服务。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f667bddd73a12b2eddfb1c39d7fbd72b","relate_stocks":{"SMCI":"超微电脑"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148446933","content_text":"周三，超微电脑开盘暴跌超30%，盘中一度停止交易，现已恢复，截至发稿跌幅约25%。消息面上，安永突然辞职，不再承担对超微电脑的审计职责。超微电脑表示，审计委员会主席讨论了安永辞职的原因，并已开始寻找一家独立注册会计师事务所作为继任者。“尽管公司承认安永的决定是最终决定，但它不同意安永辞去公司独立注册会计师事务所职务的决定——特别委员会尚未获得与审查相关的所有信息，也尚未完成审查，”超微电脑在文件中表示，“尽管如此，公司已认真对待安永表达的担忧，并将仔细考虑特别委员会的调查结果以及特别委员会在审查结束后建议的任何补救措施或其他行动。”该公司补充道：“目前预计，安永提出的或特别委员会正在审议的任何事项的解决，如下文所述，都不会导致其截至2024年6月30日的2024财年或之前财年的季度报告的任何重述。”据了解，超微电脑早前就曾卷入一起会计丑闻。据9月的报道称，超微电脑因涉嫌会计违规正式受到美国司法部的审查，这一行动缘于一家知名的做空机构——兴登堡研究公司发布了一份详尽的报告，指控超微电脑在财务报告上存在众多违规行为。这些问题涵盖收入确认失当、成本计算不准确以及潜在的资金挪用等严重情况。超微电脑已声明将全力配合美国司法部的调查工作，并承诺采取必要措施纠正潜在问题。安永声明安永声明：“我们辞职的原因是，我们最近注意到一些信息，这些信息导致我们不再能够依赖管理层和审计委员会的陈述，并且不愿意与管理层编制的财务报表有任何联系，并且得出结论，我们将不再能够根据适用法律或专业义务提供审计服务。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363851679813904,"gmtCreate":1729841078932,"gmtModify":1729841081261,"author":{"id":"4182346424956632","authorId":"4182346424956632","name":"最赚钱的期权","avatar":"https://static.tigerbbs.com/a275a333dc1d495e1864823b8e4852f5","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4182346424956632","idStr":"4182346424956632"},"themes":[],"htmlText":"你厉害，还找到佐证","listText":"你厉害，还找到佐证","text":"你厉害，还找到佐证","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363851679813904","isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363851621863568,"gmtCreate":1729840981200,"gmtModify":1729840983212,"author":{"id":"4182346424956632","authorId":"4182346424956632","name":"最赚钱的期权","avatar":"https://static.tigerbbs.com/a275a333dc1d495e1864823b8e4852f5","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4182346424956632","idStr":"4182346424956632"},"themes":[],"htmlText":"不知道，钱多博一会，上次也是很稳了，然后说是票延迟了，邮寄的选票延迟了，后来又说被换了","listText":"不知道，钱多博一会，上次也是很稳了，然后说是票延迟了，邮寄的选票延迟了，后来又说被换了","text":"不知道，钱多博一会，上次也是很稳了，然后说是票延迟了，邮寄的选票延迟了，后来又说被换了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363851621863568","isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362300291276952,"gmtCreate":1729485650617,"gmtModify":1729485652706,"author":{"id":"4182346424956632","authorId":"4182346424956632","name":"最赚钱的期权","avatar":"https://static.tigerbbs.com/a275a333dc1d495e1864823b8e4852f5","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4182346424956632","idStr":"4182346424956632"},"themes":[],"htmlText":"英雄所见略同","listText":"英雄所见略同","text":"英雄所见略同","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362300291276952","repostId":"1152302827","repostType":4,"repost":{"id":"1152302827","pubTimestamp":1729466620,"share":"https://www.laohu8.com/m/news/1152302827?lang=&edition=full","pubTime":"2024-10-21 07:23","market":"hk","language":"zh","title":"如此卖命支持特朗普，马斯克究竟想要什么回报？","url":"https://stock-news.laohu8.com/highlight/detail?id=1152302827","media":" 有槽","summary":"《大西洋月刊》撰文进行了分析。硅谷还有很多大佬跟特朗普站在一起，但马斯克才是那个最有机会实现终极科技独裁梦想的人。马斯克支持特朗普，几乎可以肯定是出于他对自身利益的精明考虑。据统计，特斯拉和SpaceX两家公司已经拿下了150亿美元的联邦合同。在特斯拉，马斯克给自己取了个“科技之王”的称号。","content":"<html><head></head><body><p>马斯克目前正在疯狂为特朗普助选，除了捐款7500万美元外，他还组织了一个两千人的团队在摇摆州挨家挨户扫票，他甚至承诺每天从宾夕法尼亚州选民随机抽出一人，给予其100万美元。在美国历史上，从未有一个资本家与总统候选人如此紧密地捆绑，他的目的究竟什么？ </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/63ef2b8c66468654189c90083f2bdeb5\" title=\"\" tg-width=\"1080\" tg-height=\"702\"/></p><p style=\"text-align: justify;\">在埃隆·马斯克眼中，特朗普就是人类历史的奇点。如果马斯克能让特朗普重返白宫，那就意味着他的超级智能将与地球上最强大的权力机构——美国政府——结合在一起，更别提这还是一个百年一遇的商业机会。</p><p style=\"text-align: justify;\">硅谷还有很多大佬跟特朗普站在一起，但马斯克才是那个最有机会实现终极科技独裁梦想的人。凭借他的影响力，他有望掌控国家，不只是为了赚钱。</p><p style=\"text-align: justify;\">马斯克和特朗普的关系，就像一本活生生的《阿特拉斯耸耸肩》，特朗普打算直接邀请马斯克进政府，扮演那个可以按照自己想法重新设计美国和美国人生活的阿特拉斯。</p><blockquote><p>注：《阿特拉斯耸耸肩》（Atlas Shrugged）是美国作家安·兰德（Ayn Rand）于1957年出版的一部小说。讲述了一群才华横溢的企业家和创造者在面对政府干预和过度监管的情况下，决定退出社会，建立自己的新世界。</p><p>书名中的“阿特拉斯”是指希腊神话中背负天穹的巨人阿特拉斯，隐喻那些支撑社会运转的优秀个人。当他们“耸耸肩”放下重担时，整个社会就会陷入瘫痪。</p></blockquote><p style=\"text-align: justify;\">马斯克对这个梦想的追求，早就超越了亿万富翁的小打小闹。他已经搬到宾夕法尼亚，亲自负责特朗普在那里的拉票工作。为此，他从自己的公司调来了顶尖人才，还打算砸下5亿美元。而这还不算上他用自己的名气为特朗普站台的价值，以及他把X（原推特）变成特朗普竞选非官方宣传平台。</p><p style=\"text-align: justify;\">马斯克起初对特朗普是持怀疑态度的——其实他一开始支持的是佛罗里达州长德桑蒂斯。只是渐渐地，他变成了一个公开、狂热的MAGA信徒。他对特朗普的态度，跟他对人工智能的看法有点相似。一方面，AI可能会毁灭人类；但另一方面，这趋势无法避免，而如果被一个天才工程师掌控，它可能会带来辉煌，甚至是拯救的机会。</p><p style=\"text-align: justify;\">马斯克支持特朗普，几乎可以肯定是出于他对自身利益的精明考虑。像很多推崇自由主义的亿万富翁一样，他把政府变成了自己的大金库。他的公司SpaceX靠着和各类政府机构以及五角大楼的合同赚钱，甚至接手了NASA的一些核心任务。特斯拉则依靠电动车的税收优惠和充电站的补贴发展壮大。</p><p style=\"text-align: justify;\">据统计，特斯拉和SpaceX两家公司已经拿下了150亿美元的联邦合同。但这还只是他“试水”的商业计划。《华尔街日报》透露，SpaceX还在为“国家安全客户”设计一系列新产品。</p><p style=\"text-align: justify;\">马斯克才刚刚开始挖掘政府这块赚钱的潜力，而特朗普正是他的理想人选。特朗普一向喜欢重赏那些对他忠诚的人，不管是对他低头的外国领导人，还是那些在他度假村办活动的支持者。</p><p style=\"text-align: justify;\">别的总统可能会被各种规矩束缚，但特朗普却无所谓。在他第一个任期里，他发现自己的党派根本不会因为他的越界行为惩罚他。</p><p style=\"text-align: justify;\">在不断变化的“特朗普圈子”里，没有哪个支持者或亲信能比得上马斯克的筹码。如果特朗普赢了，很可能是靠微弱的投票优势，而马斯克可以自夸是那个决定胜负的关键因素。</p><p style=\"text-align: justify;\">不难想象马斯克会怎么利用这段联盟关系。特朗普已经说了，要让他负责一个提高政府效率的委员会，或者用特朗普的话说，马斯克会是“削减成本的大臣”。</p><p style=\"text-align: justify;\">SpaceX就是个样板：马斯克会主张把政府私有化，把国家的事情外包给灵活的企业家和聪明的技术人员。这也就意味着他的公司会有更多机会拿下巨额合同。</p><p style=\"text-align: justify;\">所以，当特朗普吹嘘说马斯克会在他任期内把火箭送上火星时，他可不是在想象什么新的阿波罗计划，而是在打算给SpaceX开出美国政府史上最大的一张支票——让世界上最有钱的人变得更有钱。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b17e439ac8db8789072bf4b4dd07885d\" title=\"\" tg-width=\"814\" tg-height=\"451\"/></p><p style=\"text-align: justify;\">当然，这可能只是吹吹牛而已。但这和右翼对特朗普第二任期的整体计划完全对得上号，那就是削弱联邦政府——砍掉一大批政治中立的公务员，甚至整个内阁部门和机构。这种大刀阔斧的变革，正好符合马斯克那种把自己当成人类历史关键角色的宏大想法。</p><p style=\"text-align: justify;\">这可不是什么普通的寡头政治，而是硅谷那种自我至上和社会达尔文主义的极致体现——他们觉得，把权力集中在天才手里才是最理想的社会模式。</p><p style=\"text-align: justify;\">正如彼得·蒂尔说的，“竞争是失败者的游戏。”在这种世界观里，限制权力也是“失败者的游戏”。</p><p style=\"text-align: justify;\">靠着这些政府合同和他的内部影响力，马斯克会在国家安全体系中扎得更深。</p><p style=\"text-align: justify;\">他已经拿到了一份价值18亿美元的机密合同，是和国家侦察局（National Reconnaissance Office，简称NRO，负责从太空进行情报收集）签的，通过SpaceX的一个部门Starshield完成。他还为军方提供通信网络。在政府面对AI未来和太空商业化的关键决策时，他的想法将会很有影响力。</p><p style=\"text-align: justify;\">在特斯拉，马斯克给自己取了个“科技之王”的称号。这个名字听起来有点像玩笑，也有点偏执，正好反映了其中的危险。按照特朗普的做法，他完全不用剥离自己的公司，甚至包括他的社交媒体平台。</p><p style=\"text-align: justify;\">在一个无视批评的政府里，他不用担心国会监督，可以轻松忽视任何质疑他的人。在所有特朗普第二任期可能带来的风险中，这也许是最让人担心的一个。</p></body></html>","source":"lsy1729466584149","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\" 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在埃隆·马斯克眼中，特朗普就是人类历史的奇点。如果马斯克能让特朗普重返白宫，那就意味着他的超级智能将与地球上最强大的权力机构——美国政府——结合在一起...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/5X9gJRWG-naWZ5ZAArBgjw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/63ef2b8c66468654189c90083f2bdeb5","relate_stocks":{"DJT":"特朗普媒体科技集团","TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/5X9gJRWG-naWZ5ZAArBgjw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152302827","content_text":"马斯克目前正在疯狂为特朗普助选，除了捐款7500万美元外，他还组织了一个两千人的团队在摇摆州挨家挨户扫票，他甚至承诺每天从宾夕法尼亚州选民随机抽出一人，给予其100万美元。在美国历史上，从未有一个资本家与总统候选人如此紧密地捆绑，他的目的究竟什么？ 在埃隆·马斯克眼中，特朗普就是人类历史的奇点。如果马斯克能让特朗普重返白宫，那就意味着他的超级智能将与地球上最强大的权力机构——美国政府——结合在一起，更别提这还是一个百年一遇的商业机会。硅谷还有很多大佬跟特朗普站在一起，但马斯克才是那个最有机会实现终极科技独裁梦想的人。凭借他的影响力，他有望掌控国家，不只是为了赚钱。马斯克和特朗普的关系，就像一本活生生的《阿特拉斯耸耸肩》，特朗普打算直接邀请马斯克进政府，扮演那个可以按照自己想法重新设计美国和美国人生活的阿特拉斯。注：《阿特拉斯耸耸肩》（Atlas Shrugged）是美国作家安·兰德（Ayn Rand）于1957年出版的一部小说。讲述了一群才华横溢的企业家和创造者在面对政府干预和过度监管的情况下，决定退出社会，建立自己的新世界。书名中的“阿特拉斯”是指希腊神话中背负天穹的巨人阿特拉斯，隐喻那些支撑社会运转的优秀个人。当他们“耸耸肩”放下重担时，整个社会就会陷入瘫痪。马斯克对这个梦想的追求，早就超越了亿万富翁的小打小闹。他已经搬到宾夕法尼亚，亲自负责特朗普在那里的拉票工作。为此，他从自己的公司调来了顶尖人才，还打算砸下5亿美元。而这还不算上他用自己的名气为特朗普站台的价值，以及他把X（原推特）变成特朗普竞选非官方宣传平台。马斯克起初对特朗普是持怀疑态度的——其实他一开始支持的是佛罗里达州长德桑蒂斯。只是渐渐地，他变成了一个公开、狂热的MAGA信徒。他对特朗普的态度，跟他对人工智能的看法有点相似。一方面，AI可能会毁灭人类；但另一方面，这趋势无法避免，而如果被一个天才工程师掌控，它可能会带来辉煌，甚至是拯救的机会。马斯克支持特朗普，几乎可以肯定是出于他对自身利益的精明考虑。像很多推崇自由主义的亿万富翁一样，他把政府变成了自己的大金库。他的公司SpaceX靠着和各类政府机构以及五角大楼的合同赚钱，甚至接手了NASA的一些核心任务。特斯拉则依靠电动车的税收优惠和充电站的补贴发展壮大。据统计，特斯拉和SpaceX两家公司已经拿下了150亿美元的联邦合同。但这还只是他“试水”的商业计划。《华尔街日报》透露，SpaceX还在为“国家安全客户”设计一系列新产品。马斯克才刚刚开始挖掘政府这块赚钱的潜力，而特朗普正是他的理想人选。特朗普一向喜欢重赏那些对他忠诚的人，不管是对他低头的外国领导人，还是那些在他度假村办活动的支持者。别的总统可能会被各种规矩束缚，但特朗普却无所谓。在他第一个任期里，他发现自己的党派根本不会因为他的越界行为惩罚他。在不断变化的“特朗普圈子”里，没有哪个支持者或亲信能比得上马斯克的筹码。如果特朗普赢了，很可能是靠微弱的投票优势，而马斯克可以自夸是那个决定胜负的关键因素。不难想象马斯克会怎么利用这段联盟关系。特朗普已经说了，要让他负责一个提高政府效率的委员会，或者用特朗普的话说，马斯克会是“削减成本的大臣”。SpaceX就是个样板：马斯克会主张把政府私有化，把国家的事情外包给灵活的企业家和聪明的技术人员。这也就意味着他的公司会有更多机会拿下巨额合同。所以，当特朗普吹嘘说马斯克会在他任期内把火箭送上火星时，他可不是在想象什么新的阿波罗计划，而是在打算给SpaceX开出美国政府史上最大的一张支票——让世界上最有钱的人变得更有钱。当然，这可能只是吹吹牛而已。但这和右翼对特朗普第二任期的整体计划完全对得上号，那就是削弱联邦政府——砍掉一大批政治中立的公务员，甚至整个内阁部门和机构。这种大刀阔斧的变革，正好符合马斯克那种把自己当成人类历史关键角色的宏大想法。这可不是什么普通的寡头政治，而是硅谷那种自我至上和社会达尔文主义的极致体现——他们觉得，把权力集中在天才手里才是最理想的社会模式。正如彼得·蒂尔说的，“竞争是失败者的游戏。”在这种世界观里，限制权力也是“失败者的游戏”。靠着这些政府合同和他的内部影响力，马斯克会在国家安全体系中扎得更深。他已经拿到了一份价值18亿美元的机密合同，是和国家侦察局（National Reconnaissance Office，简称NRO，负责从太空进行情报收集）签的，通过SpaceX的一个部门Starshield完成。他还为军方提供通信网络。在政府面对AI未来和太空商业化的关键决策时，他的想法将会很有影响力。在特斯拉，马斯克给自己取了个“科技之王”的称号。这个名字听起来有点像玩笑，也有点偏执，正好反映了其中的危险。按照特朗普的做法，他完全不用剥离自己的公司，甚至包括他的社交媒体平台。在一个无视批评的政府里，他不用担心国会监督，可以轻松忽视任何质疑他的人。在所有特朗普第二任期可能带来的风险中，这也许是最让人担心的一个。","news_type":1},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361371610452168,"gmtCreate":1729258925246,"gmtModify":1729258927536,"author":{"id":"4182346424956632","authorId":"4182346424956632","name":"最赚钱的期权","avatar":"https://static.tigerbbs.com/a275a333dc1d495e1864823b8e4852f5","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4182346424956632","idStr":"4182346424956632"},"themes":[],"htmlText":"我同意你的观点，他们都亏了钱你千万别说你这股票赚了钱","listText":"我同意你的观点，他们都亏了钱你千万别说你这股票赚了钱","text":"我同意你的观点，他们都亏了钱你千万别说你这股票赚了钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361371610452168","isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361422145433672,"gmtCreate":1729256460626,"gmtModify":1729256462533,"author":{"id":"4182346424956632","authorId":"4182346424956632","name":"最赚钱的期权","avatar":"https://static.tigerbbs.com/a275a333dc1d495e1864823b8e4852f5","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4182346424956632","idStr":"4182346424956632"},"themes":[],"htmlText":"总有人敢说真话，哈哈哈哈哈","listText":"总有人敢说真话，哈哈哈哈哈","text":"总有人敢说真话，哈哈哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361422145433672","repostId":"361349603471568","repostType":1,"repost":{"id":361349603471568,"gmtCreate":1729238754101,"gmtModify":1729238756513,"author":{"id":"3563270363235900","authorId":"3563270363235900","name":"爱是付出","avatar":"https://static.tigerbbs.com/e0744bf2b16f361a1fca5dbedb057c90","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563270363235900","idStr":"3563270363235900"},"themes":[],"htmlText":"经济一潭死水，社会弥漫焦虑，各阶层方向感丧失，舞台上的人声嘶力竭卖力吆喝，台下的观众表面强颜欢笑实则却无精打采，资产贬值已经无可阻挡，清醒的人会逃顶，而梦游的会继续站岗。","listText":"经济一潭死水，社会弥漫焦虑，各阶层方向感丧失，舞台上的人声嘶力竭卖力吆喝，台下的观众表面强颜欢笑实则却无精打采，资产贬值已经无可阻挡，清醒的人会逃顶，而梦游的会继续站岗。","text":"经济一潭死水，社会弥漫焦虑，各阶层方向感丧失，舞台上的人声嘶力竭卖力吆喝，台下的观众表面强颜欢笑实则却无精打采，资产贬值已经无可阻挡，清醒的人会逃顶，而梦游的会继续站岗。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361349603471568","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361404213244024,"gmtCreate":1729252084241,"gmtModify":1729252086416,"author":{"id":"4182346424956632","authorId":"4182346424956632","name":"最赚钱的期权","avatar":"https://static.tigerbbs.com/a275a333dc1d495e1864823b8e4852f5","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4182346424956632","idStr":"4182346424956632"},"themes":[],"htmlText":"又来一波又来一波","listText":"又来一波又来一波","text":"又来一波又来一波","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361404213244024","repostId":"1120946452","repostType":2,"repost":{"id":"1120946452","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":1729245418,"share":"https://www.laohu8.com/m/news/1120946452?lang=&edition=full","pubTime":"2024-10-18 17:56","market":"sh","language":"zh","title":"桥水：继续加码中国资产！反弹后估值仍相对较低","url":"https://stock-news.laohu8.com/highlight/detail?id=1120946452","media":"老虎资讯综合","summary":"全球知名对冲基金桥水旗下的中国在岸对冲基金，在上月中国股市大涨之后年内回报率攀升至31%，桥水因此进一步增加了对中国本地股票的敞口，并表示中国资产的估值依然具有吸引力。桥水基金上海分公司在其第三季度致投资者的信函中表示，尽管股价有所反弹，但与中国企业的盈利前景相比，中国股票价格仍然“相对较低”，该基金将继续“适度增加”持股。","content":"<html><head></head><body><p>全球知名对冲基金桥水旗下的中国在岸对冲基金，在上月中国股市大涨之后年内回报率攀升至31%，桥水因此进一步增加了对中国本地股票的敞口，并表示中国资产的估值依然具有吸引力。</p><p style=\"text-align: start;\">桥水基金上海分公司在其第三季度致投资者的信函中表示，尽管股价有所反弹，但与中国企业的盈利前景相比，中国股票价格仍然“相对较低”，该基金将继续“适度增加”持股。</p><p style=\"text-align: start;\">中国推出大规模刺激计划以提振经济并支撑房地产和股票市场，推动CSI 300指数上月飙升21%。桥水基金表示，这一举措发出了政策信号，显著增强了投资者的风险偏好。与此同时，美联储降息则改善了全球流动性，提高了风险资产的吸引力。</p><p style=\"text-align: start;\">桥水基金表示，尽管目前尚不清楚这些刺激措施是否会得到强有力的财政支持以维持经济复苏，但“我们预计政策环境将保持宽松，而这种环境总体上对风险资产相对有利”。</p><p style=\"text-align: start;\">今年早些时候，桥水基金在中国境内的资产管理规模增至400多亿元人民币（约56亿美元），其全天候增强型策略（All Weather Plus）9月份的回报率（不计费用）为19%，今年前九个月的累计回报率则提升至31%。</p><p style=\"text-align: start;\">由于预期政策面依旧有利，桥水基金还表示将适度做多短期债券。该基金还打算增加长期债务敞口，指出尽管市场已经消化了未来几年债券市场政策收紧的预期，但桥水基金仍然看到了投资机会。</p><p style=\"text-align: start;\">桥水基金补充道，尽管最新的措施预计将对经济增长产生显著影响，但经济需要“更有力、更积极的刺激措施，尤其是在财政方面”。</p><p>除了桥水之外，美国银行亚太区股票衍生品研究主管Lars Naeckter也指出，自中国宣布一系列振兴经济的举措以来，看涨押注的需求有所增加。</p><p style=\"text-align: justify;\">他补充称，对于在香港上市的中国股票以及跟踪这些股票的美国交易所交易基金（ETF）而言，看涨期权相对于看跌期权的成本接近自2008年以来的最高水平。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>桥水：继续加码中国资产！反弹后估值仍相对较低</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桥水：继续加码中国资产！反弹后估值仍相对较低\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\">2024-10-18 17:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>全球知名对冲基金桥水旗下的中国在岸对冲基金，在上月中国股市大涨之后年内回报率攀升至31%，桥水因此进一步增加了对中国本地股票的敞口，并表示中国资产的估值依然具有吸引力。</p><p style=\"text-align: start;\">桥水基金上海分公司在其第三季度致投资者的信函中表示，尽管股价有所反弹，但与中国企业的盈利前景相比，中国股票价格仍然“相对较低”，该基金将继续“适度增加”持股。</p><p style=\"text-align: start;\">中国推出大规模刺激计划以提振经济并支撑房地产和股票市场，推动CSI 300指数上月飙升21%。桥水基金表示，这一举措发出了政策信号，显著增强了投资者的风险偏好。与此同时，美联储降息则改善了全球流动性，提高了风险资产的吸引力。</p><p style=\"text-align: start;\">桥水基金表示，尽管目前尚不清楚这些刺激措施是否会得到强有力的财政支持以维持经济复苏，但“我们预计政策环境将保持宽松，而这种环境总体上对风险资产相对有利”。</p><p style=\"text-align: start;\">今年早些时候，桥水基金在中国境内的资产管理规模增至400多亿元人民币（约56亿美元），其全天候增强型策略（All Weather Plus）9月份的回报率（不计费用）为19%，今年前九个月的累计回报率则提升至31%。</p><p style=\"text-align: start;\">由于预期政策面依旧有利，桥水基金还表示将适度做多短期债券。该基金还打算增加长期债务敞口，指出尽管市场已经消化了未来几年债券市场政策收紧的预期，但桥水基金仍然看到了投资机会。</p><p style=\"text-align: start;\">桥水基金补充道，尽管最新的措施预计将对经济增长产生显著影响，但经济需要“更有力、更积极的刺激措施，尤其是在财政方面”。</p><p>除了桥水之外，美国银行亚太区股票衍生品研究主管Lars Naeckter也指出，自中国宣布一系列振兴经济的举措以来，看涨押注的需求有所增加。</p><p style=\"text-align: justify;\">他补充称，对于在香港上市的中国股票以及跟踪这些股票的美国交易所交易基金（ETF）而言，看涨期权相对于看跌期权的成本接近自2008年以来的最高水平。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/68da0043a3f7932eb6870829ddb8962d","relate_stocks":{"399001":"深证成指","HSI":"恒生指数","000001.SH":"上证指数","YINN":"三倍做多富时中国ETF-Direxion"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120946452","content_text":"全球知名对冲基金桥水旗下的中国在岸对冲基金，在上月中国股市大涨之后年内回报率攀升至31%，桥水因此进一步增加了对中国本地股票的敞口，并表示中国资产的估值依然具有吸引力。桥水基金上海分公司在其第三季度致投资者的信函中表示，尽管股价有所反弹，但与中国企业的盈利前景相比，中国股票价格仍然“相对较低”，该基金将继续“适度增加”持股。中国推出大规模刺激计划以提振经济并支撑房地产和股票市场，推动CSI 300指数上月飙升21%。桥水基金表示，这一举措发出了政策信号，显著增强了投资者的风险偏好。与此同时，美联储降息则改善了全球流动性，提高了风险资产的吸引力。桥水基金表示，尽管目前尚不清楚这些刺激措施是否会得到强有力的财政支持以维持经济复苏，但“我们预计政策环境将保持宽松，而这种环境总体上对风险资产相对有利”。今年早些时候，桥水基金在中国境内的资产管理规模增至400多亿元人民币（约56亿美元），其全天候增强型策略（All Weather Plus）9月份的回报率（不计费用）为19%，今年前九个月的累计回报率则提升至31%。由于预期政策面依旧有利，桥水基金还表示将适度做多短期债券。该基金还打算增加长期债务敞口，指出尽管市场已经消化了未来几年债券市场政策收紧的预期，但桥水基金仍然看到了投资机会。桥水基金补充道，尽管最新的措施预计将对经济增长产生显著影响，但经济需要“更有力、更积极的刺激措施，尤其是在财政方面”。除了桥水之外，美国银行亚太区股票衍生品研究主管Lars Naeckter也指出，自中国宣布一系列振兴经济的举措以来，看涨押注的需求有所增加。他补充称，对于在香港上市的中国股票以及跟踪这些股票的美国交易所交易基金（ETF）而言，看涨期权相对于看跌期权的成本接近自2008年以来的最高水平。","news_type":1},"isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361334114091200,"gmtCreate":1729234972101,"gmtModify":1729234974371,"author":{"id":"4182346424956632","authorId":"4182346424956632","name":"最赚钱的期权","avatar":"https://static.tigerbbs.com/a275a333dc1d495e1864823b8e4852f5","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4182346424956632","idStr":"4182346424956632"},"themes":[],"htmlText":"先投资赚钱，投资对了就是赚钱，两个事是一个事，","listText":"先投资赚钱，投资对了就是赚钱，两个事是一个事，","text":"先投资赚钱，投资对了就是赚钱，两个事是一个事，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361334114091200","isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359914271424752,"gmtCreate":1728901374364,"gmtModify":1728901376525,"author":{"id":"4182346424956632","authorId":"4182346424956632","name":"最赚钱的期权","avatar":"https://static.tigerbbs.com/a275a333dc1d495e1864823b8e4852f5","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4182346424956632","idStr":"4182346424956632"},"themes":[],"htmlText":"加仓加仓，好机会！","listText":"加仓加仓，好机会！","text":"加仓加仓，好机会！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359914271424752","isVote":1,"tweetType":1,"viewCount":659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358993805656320,"gmtCreate":1728653014934,"gmtModify":1728653016709,"author":{"id":"4182346424956632","authorId":"4182346424956632","name":"最赚钱的期权","avatar":"https://static.tigerbbs.com/a275a333dc1d495e1864823b8e4852f5","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4182346424956632","idStr":"4182346424956632"},"themes":[],"htmlText":"很胖很胖，需要好运气！","listText":"很胖很胖，需要好运气！","text":"很胖很胖，需要好运气！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358993805656320","isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357803824947592,"gmtCreate":1728356624841,"gmtModify":1728356626777,"author":{"id":"4182346424956632","authorId":"4182346424956632","name":"最赚钱的期权","avatar":"https://static.tigerbbs.com/a275a333dc1d495e1864823b8e4852f5","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4182346424956632","idStr":"4182346424956632"},"themes":[],"htmlText":"哈哈哈哈哈，尸横遍野！","listText":"哈哈哈哈哈，尸横遍野！","text":"哈哈哈哈哈，尸横遍野！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357803824947592","repostId":"1186130802","repostType":4,"repost":{"id":"1186130802","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":1728351534,"share":"https://www.laohu8.com/m/news/1186130802?lang=&edition=full","pubTime":"2024-10-08 09:38","market":"sh","language":"zh","title":"仅20分钟！两市成交额突破1万亿，再创历史最快万亿纪录","url":"https://stock-news.laohu8.com/highlight/detail?id=1186130802","media":"老虎资讯综合","summary":"10月8日，见证历史，满屏涨停潮！开盘十七分钟，沪深两市成交额突破5000亿元。","content":"<html><head></head><body><p>10月8日，据数据显示，开盘后仅20分钟，沪深两市成交额突破1万亿元，较昨日此时放量超2400亿元，刷新此前9月30日创下的历史最快万亿纪录。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/235b75b829baa90da8d3fdfe6e562bed\" tg-width=\"1206\" tg-height=\"1209\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>仅20分钟！两市成交额突破1万亿，再创历史最快万亿纪录</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n仅20分钟！两市成交额突破1万亿，再创历史最快万亿纪录\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\">2024-10-08 09:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月8日，据数据显示，开盘后仅20分钟，沪深两市成交额突破1万亿元，较昨日此时放量超2400亿元，刷新此前9月30日创下的历史最快万亿纪录。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/235b75b829baa90da8d3fdfe6e562bed\" tg-width=\"1206\" tg-height=\"1209\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/665a86622eb77740913a851377a20872","relate_stocks":{"000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186130802","content_text":"10月8日，据数据显示，开盘后仅20分钟，沪深两市成交额突破1万亿元，较昨日此时放量超2400亿元，刷新此前9月30日创下的历史最快万亿纪录。","news_type":1},"isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357133350428960,"gmtCreate":1728192735340,"gmtModify":1728192737702,"author":{"id":"4182346424956632","authorId":"4182346424956632","name":"最赚钱的期权","avatar":"https://static.tigerbbs.com/a275a333dc1d495e1864823b8e4852f5","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4182346424956632","idStr":"4182346424956632"},"themes":[],"htmlText":"我只培养他生存能力，小孩要会动手自己生活，自己赚钱，自己思考，至于他未来喜不喜欢炒股，没关系，他是自由的","listText":"我只培养他生存能力，小孩要会动手自己生活，自己赚钱，自己思考，至于他未来喜不喜欢炒股，没关系，他是自由的","text":"我只培养他生存能力，小孩要会动手自己生活，自己赚钱，自己思考，至于他未来喜不喜欢炒股，没关系，他是自由的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357133350428960","isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355834280091952,"gmtCreate":1727883071851,"gmtModify":1727883073994,"author":{"id":"4182346424956632","authorId":"4182346424956632","name":"最赚钱的期权","avatar":"https://static.tigerbbs.com/a275a333dc1d495e1864823b8e4852f5","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4182346424956632","idStr":"4182346424956632"},"themes":[],"htmlText":"8000比较喜欢，6100分分钟的事情，没有悬念","listText":"8000比较喜欢，6100分分钟的事情，没有悬念","text":"8000比较喜欢，6100分分钟的事情，没有悬念","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355834280091952","isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355605932281968,"gmtCreate":1727827324645,"gmtModify":1727827326437,"author":{"id":"4182346424956632","authorId":"4182346424956632","name":"最赚钱的期权","avatar":"https://static.tigerbbs.com/a275a333dc1d495e1864823b8e4852f5","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4182346424956632","idStr":"4182346424956632"},"themes":[],"htmlText":"先自己骗自己，才能哄哄外资进入","listText":"先自己骗自己，才能哄哄外资进入","text":"先自己骗自己，才能哄哄外资进入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355605932281968","repostId":"1141105739","repostType":2,"repost":{"id":"1141105739","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1727791140,"share":"https://www.laohu8.com/m/news/1141105739?lang=&edition=full","pubTime":"2024-10-01 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style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-10-01 21:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>近期,中国股市表现强劲,A股和港股纷纷大涨超5%,引发市场广泛关注。数据显示,当前中国股市年初至今以及中短期的累计涨幅都遥遥领先于全球其他市场,成为资金追捧的热门地区。</p>\n\n<p>推动中国股市上涨的主要原因是中国政府密集出台一系列利好政策,包括降准降息、支持房地产和消费等,旨在提振经济增长。在利好政策的刺激下,外资大量涌入A股和港股市场,其中不乏对冲基金等投机资金。多家外资投行和基金公司看好中国股市后市,认为随着经济刺激政策的持续发力以及企业盈利的复苏,股市有望延续上涨趋势。</p>  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href=\"https://laohu8.com/OPT/SPY 20240828 554.0 PUT\">$SPY 20240828 554.0 PUT$</a> 专业期权，研究期权，只对期权感兴趣，大起大落是非地，期权保驾护航惜金如命！","listText":"<a href=\"https://laohu8.com/OPT/SPY 20240828 554.0 PUT\">$SPY 20240828 554.0 PUT$</a> 专业期权，研究期权，只对期权感兴趣，大起大落是非地，期权保驾护航惜金如命！","text":"$SPY 20240828 554.0 PUT$ 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08:49","market":"us","language":"zh","title":"高盛坚定看好拼多多：Q2增速依旧最快之一，低于10倍的PE已反映忧虑，Temu都没给估值","url":"https://stock-news.laohu8.com/highlight/detail?id=1158446904","media":"华尔街见闻","summary":"高盛在最新报告中对拼多多给予买入评级，12个月基础目标价为184美元：拼多多今年股价表现不佳，目前市盈率低于10倍，已经反映投资者对国内竞争加剧和Temu地缘政治的担忧。与此同时，拼多多GMV更快增长和交易服务收入超预期，意味着Temu增长势头持续。对于隔夜的大跌，高盛认为这一剧烈负面反应可能源于三方面：1、在财报发布前，投资者的期望值很高。","content":"<html><head></head><body><blockquote><p><a href=\"https://laohu8.com/S/GS\">高盛</a>力挺<a href=\"https://laohu8.com/S/PDD\">拼多多</a>，认为盈率低于10倍已反映国内竞争加剧和Temu地缘的担忧，且Temu增长势头持续，对其给予买入评级且12个月目标价定为184美元。</p></blockquote><p style=\"text-align: justify;\">拼多多一夜大跌近30%，创IPO以来最大跌幅，低于预期的业绩和公司高管警告令市场信心受挫，但高盛力挺拼多多。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15bb4580e46280be8b68a2e6c0c85e9f\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">隔夜，拼多多发布二季度业绩，营收同比增长86%，距离突破千亿大关近一步之遥，略低于市场预期；但同时实现连续第六个季度经调运营利润超预期，达到350亿，同比增长139%。</p><p style=\"text-align: justify;\"><strong>高盛在最新报告中对拼多多给予买入评级，12个月基础目标价为184美元：</strong></p><blockquote><p style=\"text-align: justify;\">拼多多今年股价表现不佳，目前市盈率低于10倍，已经反映投资者对国内竞争加剧和Temu地缘政治的担忧。</p><p style=\"text-align: justify;\">与此同时，拼多多GMV更快增长和交易服务收入超预期，意味着Temu增长势头持续。拼多多迄今为止仍是中国互联网第二季度业绩增长最快的公司之一，其战略/投资将推动未来的增长。</p><p style=\"text-align: justify;\"><strong>我们对拼多多持买入评级，基于其广告技术能力（ROI基础营销工具）以及中国具有成本竞争力的供应商/商家/供应链，加上有利的风险回报，</strong>12个月基础目标价为184美元，较目前有84%上行空间，当前市值并未包括对Temu的估值。</p></blockquote><p style=\"text-align: justify;\"><strong>对于隔夜的大跌，高盛认为这一剧烈负面反应可能源于三方面：</strong></p><blockquote><p style=\"text-align: justify;\"><strong>1、在财报发布前，投资者的期望值很高。</strong>由于市场预期结果强劲，平多多股价自7月底以来上涨了约20%，而同期KWEB（KraneShares中国海外互联网ETF ）指数下跌了4%；</p><p style=\"text-align: justify;\"><strong>2、在线营销服务增长出现首次正常化迹象，同比增长放缓至29%，不及市场的预期。</strong>但我们认为拼多多的表现仍然明显优于阿里客户管理收入增长1%，以及快手电商广告的中位数增长。</p><p style=\"text-align: justify;\"><strong>3、管理层的评论吓到了市场，</strong>拼多多管理层在电话会中指出，由于竞争加剧/和长期盈利能力可能下降以推动高质量发展，预计未来收入增长将放缓并牺牲短期利润；拼多多计划未来12个月拿出100亿元支持优质商家；由于整体仍处于投入阶段，拼多多在未来几年不会进行回购或分红。</p></blockquote><p style=\"text-align: justify;\">此外，高盛指出拼多多业绩亮点还包括，Temu强劲的GMV达到110亿美元，交易佣金收入同比增长了234%。由于在成熟市场（如美国）减少补贴水平以及对采购价格的严格控制，利润率逐季提高。调整后的EBIT（息税前利润）也超出预期，这可能归因于国内盈利能力和Temu单位盈利能力的提高。</p><p style=\"text-align: justify;\"><strong>不过，高盛也同时给出股价下行警告：</strong></p><blockquote><p style=\"text-align: justify;\">（1）由于电子商务投资回报率下降/基于销售的广告库存增加，以及与行业之间的GMV增长差距缩小，在线营销收入可能低于预期；（2）进入欧洲和其他消费能力强的发达市场时，地缘政治逆风可能比预期更大；（3）如果阿里的新低价广告举措获得成功，抖音基于货架的低价位商品扩展速度超预期，竞争可能比预期更激烈；（4）为了维持增长而进行的再投资可能会对核心利润率构成下行风险；（5）缺乏业务绩效和盈利能力的分部披露，这可能导致分析/估计国内和国际（Temu）绩效和盈利能力时遇到困难。</p></blockquote></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高盛坚定看好拼多多：Q2增速依旧最快之一，低于10倍的PE已反映忧虑，Temu都没给估值</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; 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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高盛坚定看好拼多多：Q2增速依旧最快之一，低于10倍的PE已反映忧虑，Temu都没给估值\n</h2>\n\n<h4 class=\"meta\">\n\n2024-08-27 08:49 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛力挺拼多多，认为盈率低于10倍已反映国内竞争加剧和Temu地缘的担忧，且Temu增长势头持续，对其给予买入评级且12个月目标价定为184美元。拼多多一夜大跌近30%，创IPO以来最大跌幅，低于预期的业绩和公司高管警告令市场信心受挫，但高盛力挺拼多多。隔夜，拼多多发布二季度业绩，营收同比增长86%，距离突破千亿大关近一步之遥，略低于市场预期；但同时实现连续第六个季度经调运营利润超预期，达到350...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a2db5797ca32628002f32e69d5dea58b","relate_stocks":{"LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","BK4501":"段永平概念","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","BK4526":"热门中概股","GS":"高盛","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4503":"景林资产持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4122":"互联网与直销零售","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0502904849.HKD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (HKD) ACC","PDD":"拼多多","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU0072462343.USD":"贝莱德亚洲巨龙基金","BK4509":"腾讯概念","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","BK4220":"综合零售"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158446904","content_text":"高盛力挺拼多多，认为盈率低于10倍已反映国内竞争加剧和Temu地缘的担忧，且Temu增长势头持续，对其给予买入评级且12个月目标价定为184美元。拼多多一夜大跌近30%，创IPO以来最大跌幅，低于预期的业绩和公司高管警告令市场信心受挫，但高盛力挺拼多多。隔夜，拼多多发布二季度业绩，营收同比增长86%，距离突破千亿大关近一步之遥，略低于市场预期；但同时实现连续第六个季度经调运营利润超预期，达到350亿，同比增长139%。高盛在最新报告中对拼多多给予买入评级，12个月基础目标价为184美元：拼多多今年股价表现不佳，目前市盈率低于10倍，已经反映投资者对国内竞争加剧和Temu地缘政治的担忧。与此同时，拼多多GMV更快增长和交易服务收入超预期，意味着Temu增长势头持续。拼多多迄今为止仍是中国互联网第二季度业绩增长最快的公司之一，其战略/投资将推动未来的增长。我们对拼多多持买入评级，基于其广告技术能力（ROI基础营销工具）以及中国具有成本竞争力的供应商/商家/供应链，加上有利的风险回报，12个月基础目标价为184美元，较目前有84%上行空间，当前市值并未包括对Temu的估值。对于隔夜的大跌，高盛认为这一剧烈负面反应可能源于三方面：1、在财报发布前，投资者的期望值很高。由于市场预期结果强劲，平多多股价自7月底以来上涨了约20%，而同期KWEB（KraneShares中国海外互联网ETF ）指数下跌了4%；2、在线营销服务增长出现首次正常化迹象，同比增长放缓至29%，不及市场的预期。但我们认为拼多多的表现仍然明显优于阿里客户管理收入增长1%，以及快手电商广告的中位数增长。3、管理层的评论吓到了市场，拼多多管理层在电话会中指出，由于竞争加剧/和长期盈利能力可能下降以推动高质量发展，预计未来收入增长将放缓并牺牲短期利润；拼多多计划未来12个月拿出100亿元支持优质商家；由于整体仍处于投入阶段，拼多多在未来几年不会进行回购或分红。此外，高盛指出拼多多业绩亮点还包括，Temu强劲的GMV达到110亿美元，交易佣金收入同比增长了234%。由于在成熟市场（如美国）减少补贴水平以及对采购价格的严格控制，利润率逐季提高。调整后的EBIT（息税前利润）也超出预期，这可能归因于国内盈利能力和Temu单位盈利能力的提高。不过，高盛也同时给出股价下行警告：（1）由于电子商务投资回报率下降/基于销售的广告库存增加，以及与行业之间的GMV增长差距缩小，在线营销收入可能低于预期；（2）进入欧洲和其他消费能力强的发达市场时，地缘政治逆风可能比预期更大；（3）如果阿里的新低价广告举措获得成功，抖音基于货架的低价位商品扩展速度超预期，竞争可能比预期更激烈；（4）为了维持增长而进行的再投资可能会对核心利润率构成下行风险；（5）缺乏业务绩效和盈利能力的分部披露，这可能导致分析/估计国内和国际（Temu）绩效和盈利能力时遇到困难。","news_type":1},"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340745819254840,"gmtCreate":1724220296263,"gmtModify":1724220298110,"author":{"id":"4182346424956632","authorId":"4182346424956632","name":"最赚钱的期权","avatar":"https://static.tigerbbs.com/a275a333dc1d495e1864823b8e4852f5","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4182346424956632","authorIdStr":"4182346424956632"},"themes":[],"htmlText":"买特斯拉","listText":"买特斯拉","text":"买特斯拉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340745819254840","isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337741456285856,"gmtCreate":1723476962422,"gmtModify":1723476964032,"author":{"id":"4182346424956632","authorId":"4182346424956632","name":"最赚钱的期权","avatar":"https://static.tigerbbs.com/a275a333dc1d495e1864823b8e4852f5","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4182346424956632","authorIdStr":"4182346424956632"},"themes":[],"htmlText":"<a 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class=\"h-time\">2024-11-07 12:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>特朗普赢得美国总统选举引发股市飙升，触发基于规则的投资基金的买入信号，势将为这波涨势添火加薪。周二大选前，华尔街一直在为投票后股市出现震荡的风险做准备。但恰恰相反，特朗普赢得干脆利落推动恐惧指数VIX创出2021年以来第二大单日跌幅，标普500指数则大涨2.5%。这迫使有系统性倾向的基金通过买入股票来进行再平衡，从而形成了技术驱动的反馈循环，增加了股市上涨背后的力量。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/13cc7f2b63727c5687919afc94a1c716\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>野村证券国际的一项分析指出，波动率控制基金预计将在下月买入500亿美元的美国股票，到1月总计买入1,100亿美元。</strong>该公司还预测所谓的风险平价基金将大幅转向全球股票。Rubner也认为这两类投资工具有可能进行大规模买盘。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cfe8ba21c8b5ac2b562fdf822ed7fcb2","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101783059","content_text":"特朗普赢得美国总统选举引发股市飙升，触发基于规则的投资基金的买入信号，势将为这波涨势添火加薪。周二大选前，华尔街一直在为投票后股市出现震荡的风险做准备。但恰恰相反，特朗普赢得干脆利落推动恐惧指数VIX创出2021年以来第二大单日跌幅，标普500指数则大涨2.5%。这迫使有系统性倾向的基金通过买入股票来进行再平衡，从而形成了技术驱动的反馈循环，增加了股市上涨背后的力量。野村证券国际的一项分析指出，波动率控制基金预计将在下月买入500亿美元的美国股票，到1月总计买入1,100亿美元。该公司还预测所谓的风险平价基金将大幅转向全球股票。Rubner也认为这两类投资工具有可能进行大规模买盘。","news_type":1},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}