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nova
04年入市,从股市入门,活到现在。趋势交易者。
IP属地:上海
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nova
2021-07-30
$Cassava Sciences Inc(SAVA)$
一个事实,年初至今1100%的涨幅,在这样的涨幅基础上,出现一点回调,技术面上说,合理回调不为过,这是其一。第二,从市场情绪上说,市场被biib获批搞得期望很高,被anvs搞得预期落空,出现恐慌情绪,这也是正常的。第三,从我自己的立场来说,在sava上的投资,已经不是翻一番能满足心理预期的了,而是希望看到他真的能出一款有效的药物,改善我身边家人好友的痛苦。剧烈波动,的确让我不好受,但我也就选择忍一忍,就过去了
nova
2020-12-08
$理想汽车(LI)$
买了put 好开心
nova
2020-12-29
$Moderna, Inc.(MRNA)$
打上了打上了 就是这个疫苗周转这样可以吗?
nova
2020-12-08
年初因为众所周知的原因做了vix 然后清仓后买了uso uco 然后就把主要仓位放在了特斯拉和拼多多 最近买了mrna
nova
2020-06-12
$标普500ETF(SPY)$
请问有spx的期权吗?为什么我只找到sp?
nova
2020-12-28
$Shopify Inc(SHOP)$
今天会是一个不错的买点,正股和六个月后的call都买了一点
nova
2021-01-12
$小鹏汽车(XPEV)$
贼心不死,又买了put
nova
2020-12-04
$Sundial Growers Inc.(SNDL)$
不知道你们止损没有
nova
2020-12-23
$Shopify Inc(SHOP)$
$Moderna, Inc.(MRNA)$
做交易的人都很孤独,同时还需要有精神分裂能力,因为正确的判断是独立且小众的,而趋势却又是市场主流共识。
nova
2020-12-30
$小鹏汽车(XPEV)$
加了小鹏的put
nova
2021-08-05
我信你就有鬼了
高盛:将腾讯控股加入确信买入名单
nova
2021-01-06
$Sundial Growers Inc.(SNDL)$
建议大家解套后换成这个
$GrowGeneration Corp.(GRWG)$
比较稳
nova
2020-12-14
买了三个月后30的
$小鹏汽车(XPEV)$
的put 2.46成交价格
nova
2020-12-10
准备把$理想汽车(LI)$ 的put换成$小鹏汽车(XPEV)$ 的put 理由很简单 既然空就空最弱的那一个。 理想的put一手成本293赚了50
nova
2020-12-22
$特斯拉(TSLA)$
今天买了3月底900的call
nova
2021-08-20
再次重申:110目标价不变
@重仓玩家:美团基本面持续向好 未来回归2万亿
nova
2021-02-26
基金经理也就那样
剧震之下抄底还是撤离?公私募大佬做出这样的抉择
nova
2021-01-11
$Twitter(TWTR)$
今天📉15%有没有可能
nova
2020-12-23
$Moderna, Inc.(MRNA)$
资金量不同交易策略不同,我看多,但不代表我会一次性就建完仓已经进场的部分承担的亏损对于我的总资金量来说基本不会有影响,所以你做你的空我做我的多,大家没什么好多争论的嘛。交易最终的结果不重要,而能否有清晰的交易逻辑并及时反思才重要。
nova
2020-12-07
$特斯拉(TSLA)$
买入call
$蔚来(NIO)$
买入put
去老虎APP查看更多动态
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对此,我更喜欢作者迈克尔·庞皮恩在《财富管理的行为金融》的说法,他认为:当人们持有单一票或集中持有某些股票时,情绪通常很高涨。如果是这种情况,很难在短期内让人们将手中持有的单一股票调整得多元化。原因也很简单:比如,我很了解这家公司,所以我觉得能放心持有它的股票;我觉得得卖掉股票是不忠诚的行为;如果我卖掉手中任何股票,别人我的同行会看不起我…… 这些都是很正常的心理行为,那么规避的方法之一就是提前做好规划,做好顶层设计,以股票投资为例,假如我们针对这1万刀,进行分配,那么我们的分配方式如下:4K-5K刀主要购入标普500 ETF、即SPY;而剩下的5K-6K刀主要购入三类个股。原因如下:01我们选择SPY作为压仓石,是因为其基本上可以代表美国整体经济的行业和公司的股票,而且SPY是基于标普500指数而来的ETF,其中信息技术占29%,比例较高;但是其他行业分布也比较均衡,消费、医疗保健、工业都在10%左右,这样的配置组合会受周期性的影响更小,指数整体的走势也相对平稳。我们买入SPY,就等于买了美股中最好、最稳健的500家公司的股票,和道琼斯指数相比,样本数更大,能够准确地反应美国股市的走势,风险非常分散。风险为啥分散呢?因为其中的高增长高","listText":"如何搭建自己的投资组合,这是很多人都在考虑的问题,我们就以10,000刀为例,来说说我们的美股投资组合应用。我们比较善于利用期权进行套利,期权是主要的操作工具。而投资对象主要是美股:一方面是我们常居美国,对一些股票的基本情况有较为直观的了解;另一方面是投资的几只美股是我们长期观察的。当然,还有一个前提是,我们是看好美国的整体经济,在这一点上,我还是认可巴老的说法,即:买股票就是要买国运。而至于为什要构建组合,这就是个老生常谈的问题,我们也常常听到“不要把鸡蛋放到一个篮子里”这样分散风险的建议,至于如何分散风险,何时开始分散风险,谈及者较少。 对此,我更喜欢作者迈克尔·庞皮恩在《财富管理的行为金融》的说法,他认为:当人们持有单一票或集中持有某些股票时,情绪通常很高涨。如果是这种情况,很难在短期内让人们将手中持有的单一股票调整得多元化。原因也很简单:比如,我很了解这家公司,所以我觉得能放心持有它的股票;我觉得得卖掉股票是不忠诚的行为;如果我卖掉手中任何股票,别人我的同行会看不起我…… 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ETF、即SPY;而剩下的5K-6K刀主要购入三类个股。原因如下:01我们选择SPY作为压仓石,是因为其基本上可以代表美国整体经济的行业和公司的股票,而且SPY是基于标普500指数而来的ETF,其中信息技术占29%,比例较高;但是其他行业分布也比较均衡,消费、医疗保健、工业都在10%左右,这样的配置组合会受周期性的影响更小,指数整体的走势也相对平稳。我们买入SPY,就等于买了美股中最好、最稳健的500家公司的股票,和道琼斯指数相比,样本数更大,能够准确地反应美国股市的走势,风险非常分散。风险为啥分散呢?因为其中的高增长高","images":[{"img":"https://static.tigerbbs.com/8e0940779c6234cab7d1b263d2ab4d34","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634673573","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638831742,"gmtCreate":1645168153591,"gmtModify":1645168153591,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"发现评论过的很多内容都被删除了","listText":"发现评论过的很多内容都被删除了","text":"发现评论过的很多内容都被删除了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638831742","isVote":1,"tweetType":1,"viewCount":1655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821334594,"gmtCreate":1633697420082,"gmtModify":1633697420082,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"好,支持","listText":"好,支持","text":"好,支持","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/821334594","repostId":"1168827544","repostType":4,"repost":{"id":"1168827544","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":1633697365,"share":"https://www.laohu8.com/m/news/1168827544?lang=&edition=full","pubTime":"2021-10-08 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/>\n<title>虚拟货币“挖矿”活动被列入淘汰类落后生产工艺装备</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 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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虚拟货币“挖矿”活动被列入淘汰类落后生产工艺装备\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\">2021-10-08 20:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月8日,国家发展改革委就《市场准入负面清单(2021年版)》向社会公开征求意见。《清单(2021年版)》列有禁止准入事项6项,许可准入事项111项,共计117项,相比《市场准入负面清单(2020年版)》减少6项。其中,修订《产业结构调整指导目录》有关措施,将虚拟货币“挖矿”活动列入淘汰类“一、落后生产工艺装备”。<img src=\"https://static.tigerbbs.com/49d3abfd6734749fed45aa34ad40cd79\" tg-width=\"1466\" tg-height=\"353\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5269b01b5a203aebaa9521691bcd9de6","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168827544","content_text":"10月8日,国家发展改革委就《市场准入负面清单(2021年版)》向社会公开征求意见。《清单(2021年版)》列有禁止准入事项6项,许可准入事项111项,共计117项,相比《市场准入负面清单(2020年版)》减少6项。其中,修订《产业结构调整指导目录》有关措施,将虚拟货币“挖矿”活动列入淘汰类“一、落后生产工艺装备”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":881852453,"gmtCreate":1631325739172,"gmtModify":1631325739172,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"来卖课了?","listText":"来卖课了?","text":"来卖课了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/881852453","repostId":"1115532253","repostType":4,"repost":{"id":"1115532253","pubTimestamp":1631248159,"share":"https://www.laohu8.com/m/news/1115532253?lang=&edition=full","pubTime":"2021-09-10 12:29","market":"hk","language":"zh","title":"马化腾的“导师”:杨国安的跨界人生","url":"https://stock-news.laohu8.com/highlight/detail?id=1115532253","media":"中欧商业评论","summary":"在此意义上,将杨国安称呼为“燃灯者”,应该是恰如其分的。早在20年前,杨国安已经把自己定位为混合型教授,在企业界和学术界切换自如,但始终扎根实践、迭代他所创立的“杨三角”理论,帮助宏碁集团、腾讯、阿里巴巴、华润、平安集团、台积电等公司实现组织管理升级。他不是一位固守书斋、纸上谈兵的学者,在每一次本可能让他更安逸的机会面前,他都选择了另外一条“不安分”、充满变数的路。","content":"<p>我们常常会把“燃灯者”这样的比喻用在春风化雨的教师身上,这里面固然有“点亮他们前行道路”的引路人之意,也带有“蜡炬成灰”的牺牲感。但在当下的语境里,师生之间互相砥砺切磋当是应有之义。而“燃灯者”的境界也有所不同,有的是谨守“授业解惑”的本分,有的则在授业中同时自我精进,与时偕行。正因为此,当看到“燃灯者”这样的称谓时,我们会情不自禁将“教师”与“实践者”联系起来。</p>\n<p>在此意义上,将杨国安称呼为“燃灯者”,应该是恰如其分的。早在20年前,杨国安已经把自己定位为混合型教授,在企业界和学术界切换自如,但始终扎根实践、迭代他所创立的“杨三角”理论,帮助宏碁集团、腾讯、阿里巴巴、华润、平安集团、台积电等公司实现组织管理升级。他不是一位固守书斋、纸上谈兵的学者,在每一次本可能让他更安逸的机会面前,他都选择了另外一条“不安分”、充满变数的路。</p>\n<p>我们常常会把“燃灯者”这样的比喻用在春风化雨的教师身上,这里面固然有“点亮他们前行道路”的引路人之意,也带有“蜡炬成灰”的牺牲感。但在当下的语境里,师生之间互相砥砺切磋当是应有之义。而“燃灯者”的境界也有所不同,有的是谨守“授业解惑”的本分,有的则在授业中同时自我精进,与时偕行。正因为此,当看到“燃灯者”这样的称谓时,我们会情不自禁将“教师”与“实践者”联系起来。</p>\n<p>在此意义上,将杨国安称呼为“燃灯者”,应该是恰如其分的。早在20年前,杨国安已经把自己定位为混合型教授,在企业界和学术界切换自如,但始终扎根实践、迭代他所创立的“杨三角”理论,帮助宏碁集团、腾讯、阿里巴巴、华润、平安集团、台积电等公司实现组织管理升级。他不是一位固守书斋、纸上谈兵的学者,在每一次本可能让他更安逸的机会面前,他都选择了另外一条“不安分”、充满变数的路。</p>\n<p><b>不只是香港人,更是中国人</b></p>\n<p>可能越是在外的“游子”,越需要一种“身份认同感”。</p>\n<p>20世纪七八十年代的香港与内地,这颗“遗珠”璀璨的光芒与黯淡的“母亲”之间,心理距离隔得何止三千世界。想来从小生长在香港的杨国安来内地交流之前应该是有一种“降维”的心态吧。然而,当21岁的青年杨国安在南京大学的宿舍里,与同学们唱起《我的祖国》《黄河》时,悠扬的旋律与歌词“这是英雄的祖国,是我生长的地方。在这片古老的土地上,到处都有青春的力量”击中了他。他突然意识到自己的身份不只是香港人,更是中国人。</p>\n<p><img src=\"https://static.tigerbbs.com/763a90799c1ceff4a13ebed223784919\" tg-width=\"1069\" tg-height=\"726\" referrerpolicy=\"no-referrer\"></p>\n<p>(杨国安于1981年圣诞节期间与香港大学同学第一次到内地交流学习)</p>\n<p>改革开放之后的内地,迎来它历史上的黄金时期。百废待兴之际,邓小平提出要建设“中国式的现代化”。时代的大旋律下,杨国安也在定义自己的人生之路。虽然年轻,但他已经立下了志向:要用先进和正面的管理模式,帮助中国实现现代化,实实在在帮助中国企业界提高竞争力,让企业家促进中国经济的发展。</p>\n<p>当四十年后回头审视,一个人的历史早就草蛇灰线,伏脉千里。倘若没有那时立下的“大志”,后来的杨国安是否会坚定地走向“管理大师”的位置,迎接自己的高光时刻?</p>\n<p>一开始的杨国安,自然也是从书斋中出发。1998年,杨国安代表美国密歇根大学加入中欧国际工商学院的学术委员会,以访问教授身份在中欧国际工商学院教授了一年的EMBA和MBA课程。</p>\n<p>那一时期,求知若渴的中国企业家们给杨国安留下了深刻印象,他们恨不得抓住一切学习西方管理经验的机会,“你讲什么他都很好奇,你讲什么案例他都拼命学”。</p>\n<p>的确,回顾中国当代史,我们很自然发现我们这个民族,天然带有一种农耕社会下的“实用”基因。商业世界,亦复如是。改革的巨大红利,让置身于其中的企业家们狼奔豕突,甚至于短兵相接,难免留下吃相难看的“黑历史”。但越是原始的,越有力量。而这里面也埋藏着一个管理学家的巨大发挥空间。</p>\n<p>“人力资源管理之父”戴维·尤里奇是杨国安的导师,在1990年出版了Organizational Capability一书,相对而言,他的入室弟子杨国安的思考或许更多侧重于组织能力理论的应用方面。</p>\n<p>企业家们的热情让杨国安更加急切地思考能为企业家们做点什么。</p>\n<p><b>杨三角理论的诞生</b></p>\n<p>就在1998年,杨国安提出了组织能力的“杨三角”理论框架(<b>图1</b>)。他认为“企业持续成功=战略方向×组织能力”,那为什么是乘的关系,不是加的关系?因为如果组织能力等于零,战略即使再强,经营结果也是零。而组织能力则由员工能力、员工思维模式、员工治理方式这三方面支撑的。</p>\n<p><img src=\"https://static.tigerbbs.com/fde47e099430b1989ad834764ec30556\" tg-width=\"321\" tg-height=\"230\" referrerpolicy=\"no-referrer\"></p>\n<p>员工能力,即员工必须具备相关的能力或潜在技能。在此基础上,需要用核心价值观、文化之类的形而上的东西以及由此诞生的一些管理手段去引导员工,让大家每天在工作中所关心、追求和重视的事情与公司所需的能力匹配。这也就是员工思维。之后,就是搭建平台让员工施展才能。</p>\n<p>杨国安提到了“核心员工能力”这一概念,清晰地指出核心员工能力的识别、培训、培养正是建设组织能力的关键所在。如何把价值观转变成员工行为,算得上企业管理一大难题。杨国安的工具,提供了让人们渡过“知”到“行”这个“太平洋”(詹姆斯·马奇语)的一艘船。</p>\n<p>刚开始在市场经济摸爬滚打的企业家们觉得“杨三角”的理论框架“蛮有道理”,但又不太确定这个理论是否能够在企业起到实际作用。恰巧,宏碁集团施振荣董事长次年开始在全球寻找企业大学院长人选,杨国安成为他心目中的合适人选。于是,杨国安放弃了继续在美国密歇根大学留校任教的机会,全职加入宏碁集团,希望在企业界印证“杨三角”理论的实践价值。</p>\n<p><img src=\"https://static.tigerbbs.com/8827299c37e6e5f83dc5e47f4271ff7e\" tg-width=\"405\" tg-height=\"640\" referrerpolicy=\"no-referrer\"></p>\n<p>(杨国安教授和宏碁集团创始人施振荣合影)</p>\n<p><b>宏碁变革中的理论落地</b></p>\n<p>20世纪90年代末期,全球互联网泡沫破灭,PC市场风云变幻,以戴尔为标志的直销模式冲击着所有经销模式的电脑公司,宏碁集团利润连续下滑,企业内部子集团之间的矛盾日益凸显。</p>\n<p>穷则思变,宏碁集团创始人施振荣在公司发动了“世纪变革”,调杨国安回总部担任首席人力资源官,协助他组织变革,指明变革方向和蓝图。杨国安花了两年时间,借助“杨三角”理论,重新梳理宏碁集团的组织架构,帮助宏碁集团成功转型,结束自有品牌和代工业务的冲突。施振荣认为杨国安在宏碁集团的世纪变革中扮演着关键的角色:“宏碁的世纪变革能够完成,杨教授贡献良多,也是最大的功臣之一。”</p>\n<p>与此同时,海峡另一端的内地正迎来加入WTO后的起飞期,大多数企业家忙着跑马圈地,来不及关注企业组织管理方面的问题。吴晓波曾如此回望当时的企业家:“他们的成功带有很多机会主义的色彩,因而也充满了不确定性。”而杨国安则希望尽自己所能,让“杨三角”理论有更大的影响力和社会价值,帮助正在快速扩张和转型的企业家们更加系统地组织升级。</p>\n<p>2004年,杨国安回到中欧国际工商学院担任飞利浦人力资源教席教授,整理和分享过去十多年来在企业实践、管理咨询和教学研究的心得。学生们发现,这位实战派教授把企业经营的实际情况洞察得很透彻,“很清楚地知道自己在讲什么,‘杨三角’这个工具很有道理,也能够落地”。</p>\n<p>为了更加精准地发现企业家的需求,杨国安创办了杨三角学习联盟,每年跟一百多位企业家探讨怎么让“杨三角”理论有效地在企业落地。他邀请自己的导师也是人力资源管理的开创者戴维·尤里奇教授、“CEO教练、企业家的终极智囊”拉姆·查兰教授、“动态竞争力”管理大师迈克·塔什曼教授等和宏碁集团创办人施振荣组成学习联盟的顾问委员会。</p>\n<p>他称得上优秀的“燃灯者”。中欧多次授予他年度“优秀教师奖”,被学生们评为“最受EMBA学生喜爱的教授”,并在2009年获得最高终身教学荣誉——中欧教学名师奖,与吴敬琏、许小年、许定波三位教授并列为“中欧四大名师”。</p>\n<p><b>两次参与腾讯组织升级转型</b></p>\n<blockquote>\n 鹰是世界上寿命最长的鸟类之一。它一生的年龄可达70岁。活到40岁时,它锋利的爪子开始老化,无法有效地抓捕猎物。它的喙变得又长又弯,几乎碰到胸膛,不再像昔日那般灵活。它的翅膀开始变得十分沉重,因为它的羽毛长得又浓又厚,使得它飞翔起来十分吃力。它不得不面临两种选择:一种是等死,另一种是经历五个月十分痛苦的更新过程。\n</blockquote>\n<blockquote>\n 为了新生,它筑巢于悬崖之上,停留在那里,首先用它的喙用力击打岩石,这是个反复流血的过程,但再痛苦,它依然坚持到底,直至它的喙完全脱落,再静静地等候新的喙出来。之后,鹰就用它新长出来的喙把脚趾甲一根一根拔出来,当新的脚趾甲长出来后,鹰再把那些沉重的羽毛一根一根地拔掉。以上“煎熬”的过程,须持续五个月,新的羽毛长出来了,鹰又可以开始飞翔了。\n</blockquote>\n<blockquote>\n 真正的赢家只和自己赛跑。\n</blockquote>\n<p>这段话摘自杨国安的书。他不仅帮助企业之鹰寻找重生之路,也用这样的精神自省。对于杨国安这只“鹰”来说,他的理论需要在新时期里“重生”。当中国企业面临全球化竞争的问题,“杨三角”理论要思考如何支持中国企业实现全球化;当中国企业面临科技赋能升级的问题,“杨三角”理论也要谋划在科技变革的时代如何帮助企业打造组织能力。</p>\n<p>2004年,中国的外贸规模一举超过了日本,突破万亿美元大关,2005年更是高达1.4万亿美元。大洋彼岸的美国记者萨拉·邦焦尔尼那时正在践行一年内不使用“中国制造”的决定,等待她的将是各种“不便”和“妥协”。</p>\n<p>在我心目中,杨教授不仅仅是一位全球知名的组织和战略人力资源管理的学者,更是一位世界级的企业实战教练。——马化腾</p>\n<p>中国民营企业的规模越来越大,蒙眼狂奔的企业家们一个个摘下“眼罩”,逐渐意识到公司的组织管理问题将会成为公司发展的瓶颈。越来越多的企业家从机会导向转向战略导向,开始系统批判地学习管理理论。其中也包括腾讯总裁刘炽平。他一直在思考如何推动腾讯的组织和人才发展。1991年在美国密歇根大学就与杨国安结缘的他,从2005年起就一直在寻找与杨国安合作的契机。</p>\n<p>2008年,腾讯刚刚10岁,营业收入正在向10亿美元冲刺,业务范围、人员数量都在快速扩张,给腾讯年轻的管理团队带来很大挑战。马化腾认为“公司非常需要一位资深的管理专家对管理团队进行支持、为公司人力资源体系化建设赋能”。</p>\n<p>马化腾和刘炽平几顾茅庐之后,杨国安成为腾讯的高级顾问,目前每年有一半的时间都会呆在腾讯。他一直致力于推动腾讯的人才培养和组织创新,“杨三角”理论在腾讯干部中广为熟悉和应用。</p>\n<p>2012年,中国智能手机的出货量高达1.82亿部,居全球之首,手机首次超越台式电脑成为第一大上网终端。当年5月18日,腾讯宣布进行公司组织架构调整。为全面拥抱移动互联时代,从原有的业务系统制升级为事业群制,划分为企业发展事业群(CDG)、互动娱乐事业群(IEG)、移动互联网事业群(MIG)等六大事业群。2018年9月30日,弱冠之年的腾讯再一次开展组织变革,成立云与智慧产业事业群(CSIG)、平台与内容事业群(PCG),深耕消费者互联网,拥抱产业互联网。</p>\n<p>腾讯的两次主要组织升级转型,杨国安都积极参与其中。对腾讯这只“鹰”来说,它需要自己的“重生”。为了提升腾讯整个生态体系的组织管理创新,杨国安分管了腾讯的一个管理咨询团队,帮助京东、美团、拼多多、58同城、搜狗等腾讯的战略伙伴进行组织管理和人才升级。此外,杨国安还担任腾讯青腾大学的教务长,为腾讯生态伙伴的负责人提供系统性培训。</p>\n<p>马化腾曾为杨国安的著作作序:</p>\n<blockquote>\n “腾讯这些年的人才体系建设由相当薄弱到日臻完善,也一直能够匹配好战略和业务需求,Arthur(杨国安英文名)作为其中的关键角色之一,无论是在人才的选育用留,还是在高管和中干的培育方面,都起到了很好的导师作用。”\n</blockquote>\n<p><b>酝酿企业组织变革的土壤</b></p>\n<p>2010年之后,移动互联网时代悄然来临,云计算、大数据、人工智能等新技术、新模式层出不穷,中国和世界的经营环境在各个层面都发生着颠覆性的变化。</p>\n<p>中国企业家们的视野和格局也越来越高,既关注新科技也关注全球化竞争,对个人持续成长的渴求比以往任何时候都更加强烈。越来越多的企业家意识到,企业的天花板往往是创始人本身,企业家的高度决定着企业的高度。</p>\n<p>对杨国安来说,他也一直在思考如何让“杨三角”理论从小众走向大众,帮助更多的企业家实现组织管理变革。香港作家梁文道在著作《常识》自序中说道:“写小册子的知识分子出版,欲是回到‘出版’(Publishing)的根源意义:让一种想法公之于世,交给‘公众’(Publics)研判思考,再酝酿出变化社会的土壤。”</p>\n<p>杨国安亦如是,他为了酝酿企业组织变革的土壤,从2010年开始,保持着每两年出版一本书的频率,向人们推广“杨三角”理论。在《组织能力的杨三角:企业成功的秘诀》《组织能力的突破:从杨三角看企业成功之道》这两本著作里,基于对制造业、服务业这些实体经济的观察,他阐述了1.0版本的“杨三角”理论。</p>\n<p><img src=\"https://static.tigerbbs.com/644e29f1e167926ed0b1ff357b47a212\" tg-width=\"311\" tg-height=\"452\" referrerpolicy=\"no-referrer\"></p>\n<p>(杨国安教授在著作《变革的基因:移动互联时代的组织能力创新》中详细阐述了如何在移动互联网时代持续获得成功的战略和路径)</p>\n<p>随后,基于对移动互联网的观察,他又推出《变革的基因:移动互联时代的组织能力创新》《变革的基因:如何创新战略、搭建团队、提升战斗力(实践篇)》这两本著作,讲述2.0版本的“杨三角”理论(<b>图2</b>)。书中详细阐述了如何在移动互联网时代持续获得成功的战略和路径,得到马化腾、刘强东、王兴等企业家的力荐。2017年,《变革的基因》在法国出版发行。</p>\n<p><img src=\"https://static.tigerbbs.com/9b995e1e391b3012607fb6208bc872e9\" tg-width=\"436\" tg-height=\"257\" referrerpolicy=\"no-referrer\"></p>\n<p>不止于著书立说,杨国安也在为中国的企业“做体检”、开良方。</p>\n<p>他牵头杨三角学习联盟、国内管理培训方面的翘楚KNX(肯耐珂萨)和腾讯管理咨询部联合举办中国企业组织能力调研,帮助参与调研企业更加客观地了解公司是否具备执行战略所需的组织能力,识别企业在行业内的优势和差距领域。</p>\n<p>从2016年至今,京东、平安集团、Keep、碧桂园等1 600余家互联网和实体经济企业都参与了组织能力调研。调研组委会累计收集超过3000万的企业组织能力大数据,每年定期发布《中国企业组织能力调研白皮书》,为企业提供参考对标的数据。很多企业接受诊断之后,会有管理咨询方面的需求,于是杨国安把“杨三角”的方法论教授给KNX的管理顾问,由KNX帮助企业真正把“杨三角”理论落地。</p>\n<p>在已经到来的VUCA(V-volatility 易变性、U-uncertainty 不确定性、C-complexity 复杂性、A-ambiguity 模糊性)时代,杨国安始终以一种拥抱的心态去面对。</p>\n<p>视频媒体的势头正旺,杨国安对这一新媒介很支持,视频可以让更多的人高效、便捷地学习“杨三角”理论,于是与中欧商业在线合作拍了一系列在线课程,又跟麦朵耗时半年打磨出了20节短视频课程,甚至精益求精地去找港剧的拍摄场地录制课程。</p>\n<p>2019年,杨国安和自己的导师戴维·尤里奇将通过哈佛商学院出版社出版Organization Reinvented(暂名)一书,预计中文版也会在国内同步发行。哈佛商学院出版社每年只出版17本管理类的书,Organization Reinvented位列其一。这本书将通过全新的视角,研究全球科技创新企业如何实现企业管理模式创新,怎样在瞬息万变和高度不确定的环境中在敏捷、创新和活力三方面强化组织能力。</p>\n<p>回看杨国安走来的一路,会发现他的职业路径无比清晰。他一直在跨界迭代,帮助中国企业提升竞争力,牵引企业变革组织管理的步伐。帮助中国企业强大的梦想,好像磁石一样,整天牵引着杨国安离目标或者说初心更近一点。“这跟闹钟不一样,闹钟响了我还可以关上闹铃,但这颗磁石一牵就是二十几年。”</p>\n<p><img src=\"https://static.tigerbbs.com/1cc5c42bbe7bae14e831dd9f07b47cb3\" tg-width=\"1080\" tg-height=\"712\" referrerpolicy=\"no-referrer\"></p>\n<p>(杨国安教授获得“中国管理十年大赏”系列奖项中唯一一个人奖项:“跨界推动力”奖)</p>","source":"lsy1567750882116","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 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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马化腾的“导师”:杨国安的跨界人生\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-10 12:29 北京时间 <a href=https://mp.weixin.qq.com/s/fRQ8rSFa_HHnvZ9_hWtugA><strong>中欧商业评论</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>我们常常会把“燃灯者”这样的比喻用在春风化雨的教师身上,这里面固然有“点亮他们前行道路”的引路人之意,也带有“蜡炬成灰”的牺牲感。但在当下的语境里,师生之间互相砥砺切磋当是应有之义。而“燃灯者”的境界也有所不同,有的是谨守“授业解惑”的本分,有的则在授业中同时自我精进,与时偕行。正因为此,当看到“燃灯者”这样的称谓时,我们会情不自禁将“教师”与“实践者”联系起来。\n在此意义上,将杨国安称呼为“燃灯...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/fRQ8rSFa_HHnvZ9_hWtugA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b3ee12132c689769933db797c7341beb","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/fRQ8rSFa_HHnvZ9_hWtugA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115532253","content_text":"我们常常会把“燃灯者”这样的比喻用在春风化雨的教师身上,这里面固然有“点亮他们前行道路”的引路人之意,也带有“蜡炬成灰”的牺牲感。但在当下的语境里,师生之间互相砥砺切磋当是应有之义。而“燃灯者”的境界也有所不同,有的是谨守“授业解惑”的本分,有的则在授业中同时自我精进,与时偕行。正因为此,当看到“燃灯者”这样的称谓时,我们会情不自禁将“教师”与“实践者”联系起来。\n在此意义上,将杨国安称呼为“燃灯者”,应该是恰如其分的。早在20年前,杨国安已经把自己定位为混合型教授,在企业界和学术界切换自如,但始终扎根实践、迭代他所创立的“杨三角”理论,帮助宏碁集团、腾讯、阿里巴巴、华润、平安集团、台积电等公司实现组织管理升级。他不是一位固守书斋、纸上谈兵的学者,在每一次本可能让他更安逸的机会面前,他都选择了另外一条“不安分”、充满变数的路。\n我们常常会把“燃灯者”这样的比喻用在春风化雨的教师身上,这里面固然有“点亮他们前行道路”的引路人之意,也带有“蜡炬成灰”的牺牲感。但在当下的语境里,师生之间互相砥砺切磋当是应有之义。而“燃灯者”的境界也有所不同,有的是谨守“授业解惑”的本分,有的则在授业中同时自我精进,与时偕行。正因为此,当看到“燃灯者”这样的称谓时,我们会情不自禁将“教师”与“实践者”联系起来。\n在此意义上,将杨国安称呼为“燃灯者”,应该是恰如其分的。早在20年前,杨国安已经把自己定位为混合型教授,在企业界和学术界切换自如,但始终扎根实践、迭代他所创立的“杨三角”理论,帮助宏碁集团、腾讯、阿里巴巴、华润、平安集团、台积电等公司实现组织管理升级。他不是一位固守书斋、纸上谈兵的学者,在每一次本可能让他更安逸的机会面前,他都选择了另外一条“不安分”、充满变数的路。\n不只是香港人,更是中国人\n可能越是在外的“游子”,越需要一种“身份认同感”。\n20世纪七八十年代的香港与内地,这颗“遗珠”璀璨的光芒与黯淡的“母亲”之间,心理距离隔得何止三千世界。想来从小生长在香港的杨国安来内地交流之前应该是有一种“降维”的心态吧。然而,当21岁的青年杨国安在南京大学的宿舍里,与同学们唱起《我的祖国》《黄河》时,悠扬的旋律与歌词“这是英雄的祖国,是我生长的地方。在这片古老的土地上,到处都有青春的力量”击中了他。他突然意识到自己的身份不只是香港人,更是中国人。\n\n(杨国安于1981年圣诞节期间与香港大学同学第一次到内地交流学习)\n改革开放之后的内地,迎来它历史上的黄金时期。百废待兴之际,邓小平提出要建设“中国式的现代化”。时代的大旋律下,杨国安也在定义自己的人生之路。虽然年轻,但他已经立下了志向:要用先进和正面的管理模式,帮助中国实现现代化,实实在在帮助中国企业界提高竞争力,让企业家促进中国经济的发展。\n当四十年后回头审视,一个人的历史早就草蛇灰线,伏脉千里。倘若没有那时立下的“大志”,后来的杨国安是否会坚定地走向“管理大师”的位置,迎接自己的高光时刻?\n一开始的杨国安,自然也是从书斋中出发。1998年,杨国安代表美国密歇根大学加入中欧国际工商学院的学术委员会,以访问教授身份在中欧国际工商学院教授了一年的EMBA和MBA课程。\n那一时期,求知若渴的中国企业家们给杨国安留下了深刻印象,他们恨不得抓住一切学习西方管理经验的机会,“你讲什么他都很好奇,你讲什么案例他都拼命学”。\n的确,回顾中国当代史,我们很自然发现我们这个民族,天然带有一种农耕社会下的“实用”基因。商业世界,亦复如是。改革的巨大红利,让置身于其中的企业家们狼奔豕突,甚至于短兵相接,难免留下吃相难看的“黑历史”。但越是原始的,越有力量。而这里面也埋藏着一个管理学家的巨大发挥空间。\n“人力资源管理之父”戴维·尤里奇是杨国安的导师,在1990年出版了Organizational Capability一书,相对而言,他的入室弟子杨国安的思考或许更多侧重于组织能力理论的应用方面。\n企业家们的热情让杨国安更加急切地思考能为企业家们做点什么。\n杨三角理论的诞生\n就在1998年,杨国安提出了组织能力的“杨三角”理论框架(图1)。他认为“企业持续成功=战略方向×组织能力”,那为什么是乘的关系,不是加的关系?因为如果组织能力等于零,战略即使再强,经营结果也是零。而组织能力则由员工能力、员工思维模式、员工治理方式这三方面支撑的。\n\n员工能力,即员工必须具备相关的能力或潜在技能。在此基础上,需要用核心价值观、文化之类的形而上的东西以及由此诞生的一些管理手段去引导员工,让大家每天在工作中所关心、追求和重视的事情与公司所需的能力匹配。这也就是员工思维。之后,就是搭建平台让员工施展才能。\n杨国安提到了“核心员工能力”这一概念,清晰地指出核心员工能力的识别、培训、培养正是建设组织能力的关键所在。如何把价值观转变成员工行为,算得上企业管理一大难题。杨国安的工具,提供了让人们渡过“知”到“行”这个“太平洋”(詹姆斯·马奇语)的一艘船。\n刚开始在市场经济摸爬滚打的企业家们觉得“杨三角”的理论框架“蛮有道理”,但又不太确定这个理论是否能够在企业起到实际作用。恰巧,宏碁集团施振荣董事长次年开始在全球寻找企业大学院长人选,杨国安成为他心目中的合适人选。于是,杨国安放弃了继续在美国密歇根大学留校任教的机会,全职加入宏碁集团,希望在企业界印证“杨三角”理论的实践价值。\n\n(杨国安教授和宏碁集团创始人施振荣合影)\n宏碁变革中的理论落地\n20世纪90年代末期,全球互联网泡沫破灭,PC市场风云变幻,以戴尔为标志的直销模式冲击着所有经销模式的电脑公司,宏碁集团利润连续下滑,企业内部子集团之间的矛盾日益凸显。\n穷则思变,宏碁集团创始人施振荣在公司发动了“世纪变革”,调杨国安回总部担任首席人力资源官,协助他组织变革,指明变革方向和蓝图。杨国安花了两年时间,借助“杨三角”理论,重新梳理宏碁集团的组织架构,帮助宏碁集团成功转型,结束自有品牌和代工业务的冲突。施振荣认为杨国安在宏碁集团的世纪变革中扮演着关键的角色:“宏碁的世纪变革能够完成,杨教授贡献良多,也是最大的功臣之一。”\n与此同时,海峡另一端的内地正迎来加入WTO后的起飞期,大多数企业家忙着跑马圈地,来不及关注企业组织管理方面的问题。吴晓波曾如此回望当时的企业家:“他们的成功带有很多机会主义的色彩,因而也充满了不确定性。”而杨国安则希望尽自己所能,让“杨三角”理论有更大的影响力和社会价值,帮助正在快速扩张和转型的企业家们更加系统地组织升级。\n2004年,杨国安回到中欧国际工商学院担任飞利浦人力资源教席教授,整理和分享过去十多年来在企业实践、管理咨询和教学研究的心得。学生们发现,这位实战派教授把企业经营的实际情况洞察得很透彻,“很清楚地知道自己在讲什么,‘杨三角’这个工具很有道理,也能够落地”。\n为了更加精准地发现企业家的需求,杨国安创办了杨三角学习联盟,每年跟一百多位企业家探讨怎么让“杨三角”理论有效地在企业落地。他邀请自己的导师也是人力资源管理的开创者戴维·尤里奇教授、“CEO教练、企业家的终极智囊”拉姆·查兰教授、“动态竞争力”管理大师迈克·塔什曼教授等和宏碁集团创办人施振荣组成学习联盟的顾问委员会。\n他称得上优秀的“燃灯者”。中欧多次授予他年度“优秀教师奖”,被学生们评为“最受EMBA学生喜爱的教授”,并在2009年获得最高终身教学荣誉——中欧教学名师奖,与吴敬琏、许小年、许定波三位教授并列为“中欧四大名师”。\n两次参与腾讯组织升级转型\n\n 鹰是世界上寿命最长的鸟类之一。它一生的年龄可达70岁。活到40岁时,它锋利的爪子开始老化,无法有效地抓捕猎物。它的喙变得又长又弯,几乎碰到胸膛,不再像昔日那般灵活。它的翅膀开始变得十分沉重,因为它的羽毛长得又浓又厚,使得它飞翔起来十分吃力。它不得不面临两种选择:一种是等死,另一种是经历五个月十分痛苦的更新过程。\n\n\n 为了新生,它筑巢于悬崖之上,停留在那里,首先用它的喙用力击打岩石,这是个反复流血的过程,但再痛苦,它依然坚持到底,直至它的喙完全脱落,再静静地等候新的喙出来。之后,鹰就用它新长出来的喙把脚趾甲一根一根拔出来,当新的脚趾甲长出来后,鹰再把那些沉重的羽毛一根一根地拔掉。以上“煎熬”的过程,须持续五个月,新的羽毛长出来了,鹰又可以开始飞翔了。\n\n\n 真正的赢家只和自己赛跑。\n\n这段话摘自杨国安的书。他不仅帮助企业之鹰寻找重生之路,也用这样的精神自省。对于杨国安这只“鹰”来说,他的理论需要在新时期里“重生”。当中国企业面临全球化竞争的问题,“杨三角”理论要思考如何支持中国企业实现全球化;当中国企业面临科技赋能升级的问题,“杨三角”理论也要谋划在科技变革的时代如何帮助企业打造组织能力。\n2004年,中国的外贸规模一举超过了日本,突破万亿美元大关,2005年更是高达1.4万亿美元。大洋彼岸的美国记者萨拉·邦焦尔尼那时正在践行一年内不使用“中国制造”的决定,等待她的将是各种“不便”和“妥协”。\n在我心目中,杨教授不仅仅是一位全球知名的组织和战略人力资源管理的学者,更是一位世界级的企业实战教练。——马化腾\n中国民营企业的规模越来越大,蒙眼狂奔的企业家们一个个摘下“眼罩”,逐渐意识到公司的组织管理问题将会成为公司发展的瓶颈。越来越多的企业家从机会导向转向战略导向,开始系统批判地学习管理理论。其中也包括腾讯总裁刘炽平。他一直在思考如何推动腾讯的组织和人才发展。1991年在美国密歇根大学就与杨国安结缘的他,从2005年起就一直在寻找与杨国安合作的契机。\n2008年,腾讯刚刚10岁,营业收入正在向10亿美元冲刺,业务范围、人员数量都在快速扩张,给腾讯年轻的管理团队带来很大挑战。马化腾认为“公司非常需要一位资深的管理专家对管理团队进行支持、为公司人力资源体系化建设赋能”。\n马化腾和刘炽平几顾茅庐之后,杨国安成为腾讯的高级顾问,目前每年有一半的时间都会呆在腾讯。他一直致力于推动腾讯的人才培养和组织创新,“杨三角”理论在腾讯干部中广为熟悉和应用。\n2012年,中国智能手机的出货量高达1.82亿部,居全球之首,手机首次超越台式电脑成为第一大上网终端。当年5月18日,腾讯宣布进行公司组织架构调整。为全面拥抱移动互联时代,从原有的业务系统制升级为事业群制,划分为企业发展事业群(CDG)、互动娱乐事业群(IEG)、移动互联网事业群(MIG)等六大事业群。2018年9月30日,弱冠之年的腾讯再一次开展组织变革,成立云与智慧产业事业群(CSIG)、平台与内容事业群(PCG),深耕消费者互联网,拥抱产业互联网。\n腾讯的两次主要组织升级转型,杨国安都积极参与其中。对腾讯这只“鹰”来说,它需要自己的“重生”。为了提升腾讯整个生态体系的组织管理创新,杨国安分管了腾讯的一个管理咨询团队,帮助京东、美团、拼多多、58同城、搜狗等腾讯的战略伙伴进行组织管理和人才升级。此外,杨国安还担任腾讯青腾大学的教务长,为腾讯生态伙伴的负责人提供系统性培训。\n马化腾曾为杨国安的著作作序:\n\n “腾讯这些年的人才体系建设由相当薄弱到日臻完善,也一直能够匹配好战略和业务需求,Arthur(杨国安英文名)作为其中的关键角色之一,无论是在人才的选育用留,还是在高管和中干的培育方面,都起到了很好的导师作用。”\n\n酝酿企业组织变革的土壤\n2010年之后,移动互联网时代悄然来临,云计算、大数据、人工智能等新技术、新模式层出不穷,中国和世界的经营环境在各个层面都发生着颠覆性的变化。\n中国企业家们的视野和格局也越来越高,既关注新科技也关注全球化竞争,对个人持续成长的渴求比以往任何时候都更加强烈。越来越多的企业家意识到,企业的天花板往往是创始人本身,企业家的高度决定着企业的高度。\n对杨国安来说,他也一直在思考如何让“杨三角”理论从小众走向大众,帮助更多的企业家实现组织管理变革。香港作家梁文道在著作《常识》自序中说道:“写小册子的知识分子出版,欲是回到‘出版’(Publishing)的根源意义:让一种想法公之于世,交给‘公众’(Publics)研判思考,再酝酿出变化社会的土壤。”\n杨国安亦如是,他为了酝酿企业组织变革的土壤,从2010年开始,保持着每两年出版一本书的频率,向人们推广“杨三角”理论。在《组织能力的杨三角:企业成功的秘诀》《组织能力的突破:从杨三角看企业成功之道》这两本著作里,基于对制造业、服务业这些实体经济的观察,他阐述了1.0版本的“杨三角”理论。\n\n(杨国安教授在著作《变革的基因:移动互联时代的组织能力创新》中详细阐述了如何在移动互联网时代持续获得成功的战略和路径)\n随后,基于对移动互联网的观察,他又推出《变革的基因:移动互联时代的组织能力创新》《变革的基因:如何创新战略、搭建团队、提升战斗力(实践篇)》这两本著作,讲述2.0版本的“杨三角”理论(图2)。书中详细阐述了如何在移动互联网时代持续获得成功的战略和路径,得到马化腾、刘强东、王兴等企业家的力荐。2017年,《变革的基因》在法国出版发行。\n\n不止于著书立说,杨国安也在为中国的企业“做体检”、开良方。\n他牵头杨三角学习联盟、国内管理培训方面的翘楚KNX(肯耐珂萨)和腾讯管理咨询部联合举办中国企业组织能力调研,帮助参与调研企业更加客观地了解公司是否具备执行战略所需的组织能力,识别企业在行业内的优势和差距领域。\n从2016年至今,京东、平安集团、Keep、碧桂园等1 600余家互联网和实体经济企业都参与了组织能力调研。调研组委会累计收集超过3000万的企业组织能力大数据,每年定期发布《中国企业组织能力调研白皮书》,为企业提供参考对标的数据。很多企业接受诊断之后,会有管理咨询方面的需求,于是杨国安把“杨三角”的方法论教授给KNX的管理顾问,由KNX帮助企业真正把“杨三角”理论落地。\n在已经到来的VUCA(V-volatility 易变性、U-uncertainty 不确定性、C-complexity 复杂性、A-ambiguity 模糊性)时代,杨国安始终以一种拥抱的心态去面对。\n视频媒体的势头正旺,杨国安对这一新媒介很支持,视频可以让更多的人高效、便捷地学习“杨三角”理论,于是与中欧商业在线合作拍了一系列在线课程,又跟麦朵耗时半年打磨出了20节短视频课程,甚至精益求精地去找港剧的拍摄场地录制课程。\n2019年,杨国安和自己的导师戴维·尤里奇将通过哈佛商学院出版社出版Organization Reinvented(暂名)一书,预计中文版也会在国内同步发行。哈佛商学院出版社每年只出版17本管理类的书,Organization Reinvented位列其一。这本书将通过全新的视角,研究全球科技创新企业如何实现企业管理模式创新,怎样在瞬息万变和高度不确定的环境中在敏捷、创新和活力三方面强化组织能力。\n回看杨国安走来的一路,会发现他的职业路径无比清晰。他一直在跨界迭代,帮助中国企业提升竞争力,牵引企业变革组织管理的步伐。帮助中国企业强大的梦想,好像磁石一样,整天牵引着杨国安离目标或者说初心更近一点。“这跟闹钟不一样,闹钟响了我还可以关上闹铃,但这颗磁石一牵就是二十几年。”\n\n(杨国安教授获得“中国管理十年大赏”系列奖项中唯一一个人奖项:“跨界推动力”奖)","news_type":1},"isVote":1,"tweetType":1,"viewCount":2260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":836057855,"gmtCreate":1629441012877,"gmtModify":1629441012877,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"再次重申:110目标价不变","listText":"再次重申:110目标价不变","text":"再次重申:110目标价不变","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/836057855","repostId":"805453204","repostType":1,"repost":{"id":805453204,"gmtCreate":1627901640408,"gmtModify":1628016722833,"author":{"id":"3566288649094970","authorId":"3566288649094970","name":"重仓玩家","avatar":"https://static.tigerbbs.com/ff98597889b895032173a1cff0b3edb2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"美团基本面持续向好 未来回归2万亿","htmlText":"7月26日 一纸文件带崩了某团的股价,紧接着连续两天 价格都是一路走下 现在已经跌超了30个百分点,很多人也许会把它当做一个重大利空,但是我想跟大家说的是 这次的指导意见不仅不是利空 还会是个利好,它会加宽袋鼠的护城河 甚至使它回到两万亿的巅峰 今天分析的内容主要有3点,第一:指导意见为何是重大利好?第二:袋鼠在未来将如何破局?第三:袋鼠价格震荡的原因? 我们先来看看这次监管部门都给了哪些意见?首先是放宽骑手们配送时限的考核标准,然后就是骑手的工资不得低于当地最低工资水平,最后 也是整个文件中最值得关注的一点 就是给全员上社保和保险,要知道 这个意见倘若执行的话 就会给袋鼠增加每年的固定成本增加100亿以上,因为袋鼠恰恰是所有互联网企业当中 基层劳动力最为庞大的,而一旦开始给骑手们缴纳社保的话 袋鼠的利润会直接转为亏损,那为什么还要说这是一次利好呢?我们通过袋鼠的财报就可以看到,整个公司在外卖的业务上 其实挣不到什么钱,平均下来一单外卖也就挣一块钱,社保再一交的话 不仅不挣钱 还得贴钱,但是这个问题我们可以从侧面再去思考一下 如果作为行业龙头的袋鼠都在亏损的话,那么其他竞争对手不就更加没得玩了吗?所以交社保这件事 不仅会提高行业门槛 同时也会加固袋鼠自己的壁垒,因为外卖这项业务 仅仅是作为袋鼠的流量入口,而流量入口这个东西是可以不挣钱的 甚至可以亏钱,它的存在 主要是为了可以去横向发展其他业务,但是话说回来 尽管外卖业务不挣钱 但不代表可以任由它亏损? 其实在袋鼠内部 已经找到了破局的方法,这个方法不仅可以扭亏为盈,并且可以提高配送的效率 巩固袋鼠的龙头地位 还会使它重新站上两万亿,接下来袋鼠要攻打的地方 就是快递行业,我们会看到 袋鼠以往的即时配送方式存在一个痛点,就是每增加一笔外卖订单 就要多增加配送班次,这种业务呈现出的投入产出比是固定的,是无法降低边际成本使利润增加","listText":"7月26日 一纸文件带崩了某团的股价,紧接着连续两天 价格都是一路走下 现在已经跌超了30个百分点,很多人也许会把它当做一个重大利空,但是我想跟大家说的是 这次的指导意见不仅不是利空 还会是个利好,它会加宽袋鼠的护城河 甚至使它回到两万亿的巅峰 今天分析的内容主要有3点,第一:指导意见为何是重大利好?第二:袋鼠在未来将如何破局?第三:袋鼠价格震荡的原因? 我们先来看看这次监管部门都给了哪些意见?首先是放宽骑手们配送时限的考核标准,然后就是骑手的工资不得低于当地最低工资水平,最后 也是整个文件中最值得关注的一点 就是给全员上社保和保险,要知道 这个意见倘若执行的话 就会给袋鼠增加每年的固定成本增加100亿以上,因为袋鼠恰恰是所有互联网企业当中 基层劳动力最为庞大的,而一旦开始给骑手们缴纳社保的话 袋鼠的利润会直接转为亏损,那为什么还要说这是一次利好呢?我们通过袋鼠的财报就可以看到,整个公司在外卖的业务上 其实挣不到什么钱,平均下来一单外卖也就挣一块钱,社保再一交的话 不仅不挣钱 还得贴钱,但是这个问题我们可以从侧面再去思考一下 如果作为行业龙头的袋鼠都在亏损的话,那么其他竞争对手不就更加没得玩了吗?所以交社保这件事 不仅会提高行业门槛 同时也会加固袋鼠自己的壁垒,因为外卖这项业务 仅仅是作为袋鼠的流量入口,而流量入口这个东西是可以不挣钱的 甚至可以亏钱,它的存在 主要是为了可以去横向发展其他业务,但是话说回来 尽管外卖业务不挣钱 但不代表可以任由它亏损? 其实在袋鼠内部 已经找到了破局的方法,这个方法不仅可以扭亏为盈,并且可以提高配送的效率 巩固袋鼠的龙头地位 还会使它重新站上两万亿,接下来袋鼠要攻打的地方 就是快递行业,我们会看到 袋鼠以往的即时配送方式存在一个痛点,就是每增加一笔外卖订单 就要多增加配送班次,这种业务呈现出的投入产出比是固定的,是无法降低边际成本使利润增加","text":"7月26日 一纸文件带崩了某团的股价,紧接着连续两天 价格都是一路走下 现在已经跌超了30个百分点,很多人也许会把它当做一个重大利空,但是我想跟大家说的是 这次的指导意见不仅不是利空 还会是个利好,它会加宽袋鼠的护城河 甚至使它回到两万亿的巅峰 今天分析的内容主要有3点,第一:指导意见为何是重大利好?第二:袋鼠在未来将如何破局?第三:袋鼠价格震荡的原因? 我们先来看看这次监管部门都给了哪些意见?首先是放宽骑手们配送时限的考核标准,然后就是骑手的工资不得低于当地最低工资水平,最后 也是整个文件中最值得关注的一点 就是给全员上社保和保险,要知道 这个意见倘若执行的话 就会给袋鼠增加每年的固定成本增加100亿以上,因为袋鼠恰恰是所有互联网企业当中 基层劳动力最为庞大的,而一旦开始给骑手们缴纳社保的话 袋鼠的利润会直接转为亏损,那为什么还要说这是一次利好呢?我们通过袋鼠的财报就可以看到,整个公司在外卖的业务上 其实挣不到什么钱,平均下来一单外卖也就挣一块钱,社保再一交的话 不仅不挣钱 还得贴钱,但是这个问题我们可以从侧面再去思考一下 如果作为行业龙头的袋鼠都在亏损的话,那么其他竞争对手不就更加没得玩了吗?所以交社保这件事 不仅会提高行业门槛 同时也会加固袋鼠自己的壁垒,因为外卖这项业务 仅仅是作为袋鼠的流量入口,而流量入口这个东西是可以不挣钱的 甚至可以亏钱,它的存在 主要是为了可以去横向发展其他业务,但是话说回来 尽管外卖业务不挣钱 但不代表可以任由它亏损? 其实在袋鼠内部 已经找到了破局的方法,这个方法不仅可以扭亏为盈,并且可以提高配送的效率 巩固袋鼠的龙头地位 还会使它重新站上两万亿,接下来袋鼠要攻打的地方 就是快递行业,我们会看到 袋鼠以往的即时配送方式存在一个痛点,就是每增加一笔外卖订单 就要多增加配送班次,这种业务呈现出的投入产出比是固定的,是无法降低边际成本使利润增加","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805453204","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1859,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":897069175,"gmtCreate":1628863376597,"gmtModify":1628863376597,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"危险信号,空头不死,多头不止","listText":"危险信号,空头不死,多头不止","text":"危险信号,空头不死,多头不止","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/897069175","repostId":"1109375297","repostType":4,"isVote":1,"tweetType":1,"viewCount":2440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":896108822,"gmtCreate":1628559531366,"gmtModify":1628559531366,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"100块钱买的<a 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Inc.(MRNA)$没有拿住,好难过","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896108822","isVote":1,"tweetType":1,"viewCount":2275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":899821775,"gmtCreate":1628174506697,"gmtModify":1628174506697,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"我信你就有鬼了","listText":"我信你就有鬼了","text":"我信你就有鬼了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/899821775","repostId":"1179132971","repostType":4,"repost":{"id":"1179132971","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":1628174327,"share":"https://www.laohu8.com/m/news/1179132971?lang=&edition=full","pubTime":"2021-08-05 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href=\"https://laohu8.com/S/GS\">高盛</a>:维持<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>买入评级,并加入确信买入名单,目标价从906港元下调至759港元。</p>\n<p>高盛认为,腾讯股价今年以来已下跌22%并由52周高位下跌43%,因此风险回报率在未来几年都是最佳标的之一。</p>\n<p><img src=\"https://static.tigerbbs.com/cc63cbea994374d5de32bf97ad5d17b8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"TCEHY":"腾讯控股ADR","00700":"腾讯控股"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179132971","content_text":"高盛:维持腾讯控股买入评级,并加入确信买入名单,目标价从906港元下调至759港元。\n高盛认为,腾讯股价今年以来已下跌22%并由52周高位下跌43%,因此风险回报率在未来几年都是最佳标的之一。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":899867259,"gmtCreate":1628174320471,"gmtModify":1628174320471,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"差不多得了,整天扎扎呼呼的","listText":"差不多得了,整天扎扎呼呼的","text":"差不多得了,整天扎扎呼呼的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899867259","repostId":"2157943432","repostType":4,"isVote":1,"tweetType":1,"viewCount":2313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":806286808,"gmtCreate":1627658074304,"gmtModify":1627658074304,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SAVA\">$Cassava Sciences Inc(SAVA)$</a>一个事实,年初至今1100%的涨幅,在这样的涨幅基础上,出现一点回调,技术面上说,合理回调不为过,这是其一。第二,从市场情绪上说,市场被biib获批搞得期望很高,被anvs搞得预期落空,出现恐慌情绪,这也是正常的。第三,从我自己的立场来说,在sava上的投资,已经不是翻一番能满足心理预期的了,而是希望看到他真的能出一款有效的药物,改善我身边家人好友的痛苦。剧烈波动,的确让我不好受,但我也就选择忍一忍,就过去了","listText":"<a href=\"https://laohu8.com/S/SAVA\">$Cassava Sciences Inc(SAVA)$</a>一个事实,年初至今1100%的涨幅,在这样的涨幅基础上,出现一点回调,技术面上说,合理回调不为过,这是其一。第二,从市场情绪上说,市场被biib获批搞得期望很高,被anvs搞得预期落空,出现恐慌情绪,这也是正常的。第三,从我自己的立场来说,在sava上的投资,已经不是翻一番能满足心理预期的了,而是希望看到他真的能出一款有效的药物,改善我身边家人好友的痛苦。剧烈波动,的确让我不好受,但我也就选择忍一忍,就过去了","text":"$Cassava Sciences Inc(SAVA)$一个事实,年初至今1100%的涨幅,在这样的涨幅基础上,出现一点回调,技术面上说,合理回调不为过,这是其一。第二,从市场情绪上说,市场被biib获批搞得期望很高,被anvs搞得预期落空,出现恐慌情绪,这也是正常的。第三,从我自己的立场来说,在sava上的投资,已经不是翻一番能满足心理预期的了,而是希望看到他真的能出一款有效的药物,改善我身边家人好友的痛苦。剧烈波动,的确让我不好受,但我也就选择忍一忍,就过去了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/806286808","isVote":1,"tweetType":1,"viewCount":6156,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561484276442419","authorId":"3561484276442419","name":"winbull","avatar":"https://static.tigerbbs.com/2721b4659074c648208dd967729ddb25","crmLevel":1,"crmLevelSwitch":0},"content":"我也心里不好受!从技术面上看79是强支撑,希望不要跌破。只要9个月的数据不造假,肯定会涨回来的!","text":"我也心里不好受!从技术面上看79是强支撑,希望不要跌破。只要9个月的数据不造假,肯定会涨回来的!","html":"我也心里不好受!从技术面上看79是强支撑,希望不要跌破。只要9个月的数据不造假,肯定会涨回来的!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":800260129,"gmtCreate":1627305521261,"gmtModify":1627305521261,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"大家怎么看","listText":"大家怎么看","text":"大家怎么看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800260129","repostId":"2154460968","repostType":2,"repost":{"id":"2154460968","pubTimestamp":1627302600,"share":"https://www.laohu8.com/m/news/2154460968?lang=&edition=full","pubTime":"2021-07-26 20:30","market":"us","language":"en","title":"Cassava Sciences Announces Positive Data with SavaDx from a Randomized Controlled Phase 2b Study of Simufilam","url":"https://stock-news.laohu8.com/highlight/detail?id=2154460968","media":"GlobeNewswire","summary":"SavaDx Detected Significant Changes in Plasma Levels of Altered Filamin A in Patients with Alzheimer","content":"<html><body><ul>\n<li><strong>SavaDx Detected Significant Changes in Plasma Levels of Altered Filamin A in Patients with Alzheimer’s Disease Before and After Simufilam Treatment<br/><br/></strong></li>\n<li><strong>Simufilam 100 mg and 50 mg Reduced Plasma Levels of Altered Filamin A in Alzheimer’s Patients 48% (p=0.003) and 44% (p=0.02) Respectively </strong><br/><br/></li>\n<li><strong>Plasma Results with SavaDx Track Plasma Results with p-Tau181</strong><br/><br/></li>\n<li><strong>Plasma Data Provide Evidence of Target Engagement </strong><br/><br/></li>\n<li><strong>Poster Presentation at AAIC Today</strong><br/></li>\n</ul>\n<p>AUSTIN, Texas, July 26, 2021 (GLOBE NEWSWIRE) -- Cassava Sciences, Inc. (Nasdaq: SAVA) today announced positive clinical data with SavaDx, an investigational diagnostic/biomarker to detect Alzheimer’s disease with a simple blood test. SavaDx was used to measure plasma levels of altered filamin A before and after simufilam treatment in patients with Alzheimer’s disease. In this Phase 2b randomized, controlled trial sponsored by the National Institutes of Health (NIH), simufilam significantly reduced plasma levels of altered filamin A in Alzheimer’s patients treated for 28 days. Plasma levels of p-tau181 also dropped significantly in these same patients.</p>\n<p>Simufilam 100 mg and 50 mg reduced plasma levels of altered filamin A by 48% (p=0.003) and 44% (p=0.02) respectively, versus placebo. Additionally, simufilam 100 mg and 50 mg reduced plasma levels of p-tau181 by 17% (p=0.01) and 15% (p=0.02) respectively, versus placebo. Plasma p-tau181 is a biomarker that is known to be elevated in Alzheimer’s disease.</p>\n<p>“We believe altered filamin A is a major culprit in Alzheimer’s disease,” said Remi Barbier, President & CEO. “Before simufilam treatment, SavaDx detected high plasma levels of altered filamin A in patients. After simufilam treatment, levels dropped significantly. We believe these data provide clear evidence that simufilam binds to and engages its intended target to produce treatment effects.”</p>\n<p>Treatment effects on CSF biomarkers for this Phase 2b study have been previously reported.</p>\n<p><strong>About Today’s </strong><strong>Poster Presentation at AAIC</strong><br/>Scientists for Cassava Sciences will show a poster presentation titled, “<em>SavaDx, a Novel Plasma Biomarker to Detect Alzheimer’s Disease, Confirms Mechanism of Action of Simufilam</em>” at the Alzheimer’s Association International Conference (AAIC) in Denver, CO and virtually. Cassava Sciences’ AAIC poster presentation with SavaDx can be accessed on the ‘Investors’ page of the Company’s website: https://www.CassavaSciences.com</p>\n<p><strong>About SavaDx</strong><br/>SavaDx is Cassava Sciences’ investigational diagnostic to detect Alzheimer’s disease. The goal of SavaDx is to make the detection of Alzheimer’s as simple as getting a blood test, possibly years before the appearance of any overt clinical symptoms. SavaDx was substantially funded by a peer-reviewed research grant award from the National Institutes of Health (NIH).</p>\n<p><strong>About Simufilam</strong><br/>Simufilam (sim-uh-FILL-am) is a proprietary, small molecule (oral) drug that restores the normal shape and function of altered filamin A (FLNA), a scaffolding protein, in the brain. Altered FLNA in the brain disrupts the normal function of neurons, leading to Alzheimer’s pathology, neurodegeneration and neuroinflammation. The underlying science for simufilam is published in peer-reviewed journals, including <em>Journal of Neuroscience</em>, <em>Neurobiology of Aging</em>, <em>Journal of Biological Chemistry, Neuroimmunology and Neuroinflammation </em>and<em> Journal of Prevention of Alzheimer’s Disease. </em>Simufilam is substantially supported by peer-reviewed research grant awards from the National Institutes of Health (NIH).</p>\n<p><strong>About Alzheimer’s Disease</strong> <br/>Alzheimer’s disease is a progressive brain disorder that destroys memory and thinking skills. As of 2020, there were approximately 50 million people worldwide living with dementia, a figure expected to increase to 150 million by 2050.<sup>1</sup> The annual global cost of dementia is now above $1 trillion, according to <em>Alzheimer’s Disease International</em>, a charitable organization.</p>\n<p><strong>About </strong><strong>Cassava Sciences, Inc.</strong><br/>Cassava Sciences’ mission is to discover and develop innovations for chronic, neurodegenerative conditions. Over the past 10 years, Cassava Sciences has combined state-of-the-art technology with new insights in neurobiology to develop novel solutions for Alzheimer’s disease.</p>\n<p>Simufilam and SavaDx were both developed in-house. Cassava Sciences owns worldwide development and commercial rights to its research programs in Alzheimer’s disease, and related technologies, without royalty obligations to any third party.</p>\n<p>For more information, please visit https://www.CassavaSciences.com</p>\n<p><strong>For More Information Contact: </strong><br/>Eric Schoen, Chief Financial Officer<br/>eschoen@CassavaSciences.com<br/>(512) 501-2450</p>\n<p><em>Cassava Sciences’ open-label study of simufilam in Alzheimer’s disease is funded by clinical research grant #AG065152 from the National Institutes of Health (NIH/NIA).</em></p>\n<p><em>The content of this press release is solely the responsibility of Cassava Sciences and does not necessarily represent the official views of the NIH/NIA. </em></p>\n<p><strong><em>Cautionary Note Regarding Forward-Looking Statements:</em></strong><em> This news release contains forward-looking statements, including statements made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, relating to: </em><em>the treatment of Alzheimer’s disease; </em><em>the interpretation of data with SavaDx from a randomized controlled Phase 2b study of simufilam; the interpretation of biomarker data from a Phase 2b study of simufilam; verbal commentaries made by our employees; and potential benefits, if any, of our product candidates</em><em>. </em><em>These statements may be identified by words such as “may,” “anticipate,” “believe,” “could,” “expect,” “would”, “forecast,” “intend,” “plan,” “possible,” “potential,” and other words and terms of similar meaning. </em></p>\n<p><em>Drug development involves a high degree of risk, and historically only a small number of research and development programs result in commercialization of a product. Clinical results from our earlier-stage clinical trials may not be indicative of full results or results from later-stage or larger scale clinical trials and do not ensure regulatory approval. You should not place undue reliance on these statements or any scientific data we present or publish.</em></p>\n<p><em>Such statements are based largely on our current expectations and projections about future events. Such statements speak only as of the date of this news release and are subject to a number of risks, uncertainties and assumptions, including, but not limited to, those risks relating to the ability to conduct or complete clinical studies on expected timelines, to demonstrate the specificity, safety, efficacy or potential health benefits of our product candidates, the severity and duration of health care precautions given the COVID-19 pandemic, any unanticipated impacts of the pandemic on our business operations, and including those described in the section entitled “Risk Factors” in our Annual Report on Form 10-K for the year ended December 31, 2020 and future reports to be filed with the SEC. The foregoing sets forth many, but not all, of the factors that could cause actual results to differ from expectations in any forward-looking statement. In light of these risks, uncertainties and assumptions, the forward-looking statements and events discussed in this news release are inherently uncertain and may not occur, and actual results could differ materially and adversely from those anticipated or implied in the forward-looking statements. Accordingly, you should not rely upon forward-looking statements as predictions of future events. Except as required by law, we disclaim any intention or responsibility for updating or revising any forward-looking statements contained in this news release.</em></p>\n<p><em>For further information regarding these and other risks related to our business, investors should consult our filings with the SEC, which are available on the SEC's website at </em><em><u>www.sec.gov</u></em><em>.</em></p>\n<p><sup>1</sup> <em>Alzheimer's Disease International, Dementia Statistics, </em>available on-line.</p>\n<br/>\n<img height=\"1\" src=\"https://ml.globenewswire.com/release/track/7cf4dcb8-ba91-461c-9d4a-a92d14ee9075\" width=\"1\"/></body></html>","source":"yahoofinance","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>Cassava Sciences Announces Positive Data with SavaDx from a Randomized Controlled Phase 2b Study of Simufilam</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\">\nCassava Sciences Announces Positive Data with SavaDx from a Randomized Controlled Phase 2b Study of Simufilam\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 20:30 GMT+8 <a href=https://finance.yahoo.com/news/cassava-sciences-announces-positive-data-123000471.html><strong>GlobeNewswire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SavaDx Detected Significant Changes in Plasma Levels of Altered Filamin A in Patients with Alzheimer’s Disease Before and After Simufilam Treatment\nSimufilam 100 mg and 50 mg Reduced Plasma Levels of ...</p>\n\n<a href=\"https://finance.yahoo.com/news/cassava-sciences-announces-positive-data-123000471.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/XfcabtTx5QwiyHPaUOVZVg--~B/aD03NzM7dz0xMzczO2FwcGlkPXl0YWNoeW9u/https://s.yimg.com/uu/api/res/1.2/bJl98QTyU0hrC.haxFxmAg--~B/aD03NzM7dz0xMzczO2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/globenewswire.com/21979d6015cfbdfe43b479a193b60718","relate_stocks":{"SAVA":"Cassava Sciences Inc"},"source_url":"https://finance.yahoo.com/news/cassava-sciences-announces-positive-data-123000471.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2154460968","content_text":"SavaDx Detected Significant Changes in Plasma Levels of Altered Filamin A in Patients with Alzheimer’s Disease Before and After Simufilam Treatment\nSimufilam 100 mg and 50 mg Reduced Plasma Levels of Altered Filamin A in Alzheimer’s Patients 48% (p=0.003) and 44% (p=0.02) Respectively \nPlasma Results with SavaDx Track Plasma Results with p-Tau181\nPlasma Data Provide Evidence of Target Engagement \nPoster Presentation at AAIC Today\n\nAUSTIN, Texas, July 26, 2021 (GLOBE NEWSWIRE) -- Cassava Sciences, Inc. (Nasdaq: SAVA) today announced positive clinical data with SavaDx, an investigational diagnostic/biomarker to detect Alzheimer’s disease with a simple blood test. SavaDx was used to measure plasma levels of altered filamin A before and after simufilam treatment in patients with Alzheimer’s disease. In this Phase 2b randomized, controlled trial sponsored by the National Institutes of Health (NIH), simufilam significantly reduced plasma levels of altered filamin A in Alzheimer’s patients treated for 28 days. Plasma levels of p-tau181 also dropped significantly in these same patients.\nSimufilam 100 mg and 50 mg reduced plasma levels of altered filamin A by 48% (p=0.003) and 44% (p=0.02) respectively, versus placebo. Additionally, simufilam 100 mg and 50 mg reduced plasma levels of p-tau181 by 17% (p=0.01) and 15% (p=0.02) respectively, versus placebo. Plasma p-tau181 is a biomarker that is known to be elevated in Alzheimer’s disease.\n“We believe altered filamin A is a major culprit in Alzheimer’s disease,” said Remi Barbier, President & CEO. “Before simufilam treatment, SavaDx detected high plasma levels of altered filamin A in patients. After simufilam treatment, levels dropped significantly. We believe these data provide clear evidence that simufilam binds to and engages its intended target to produce treatment effects.”\nTreatment effects on CSF biomarkers for this Phase 2b study have been previously reported.\nAbout Today’s Poster Presentation at AAICScientists for Cassava Sciences will show a poster presentation titled, “SavaDx, a Novel Plasma Biomarker to Detect Alzheimer’s Disease, Confirms Mechanism of Action of Simufilam” at the Alzheimer’s Association International Conference (AAIC) in Denver, CO and virtually. Cassava Sciences’ AAIC poster presentation with SavaDx can be accessed on the ‘Investors’ page of the Company’s website: https://www.CassavaSciences.com\nAbout SavaDxSavaDx is Cassava Sciences’ investigational diagnostic to detect Alzheimer’s disease. The goal of SavaDx is to make the detection of Alzheimer’s as simple as getting a blood test, possibly years before the appearance of any overt clinical symptoms. SavaDx was substantially funded by a peer-reviewed research grant award from the National Institutes of Health (NIH).\nAbout SimufilamSimufilam (sim-uh-FILL-am) is a proprietary, small molecule (oral) drug that restores the normal shape and function of altered filamin A (FLNA), a scaffolding protein, in the brain. Altered FLNA in the brain disrupts the normal function of neurons, leading to Alzheimer’s pathology, neurodegeneration and neuroinflammation. The underlying science for simufilam is published in peer-reviewed journals, including Journal of Neuroscience, Neurobiology of Aging, Journal of Biological Chemistry, Neuroimmunology and Neuroinflammation and Journal of Prevention of Alzheimer’s Disease. Simufilam is substantially supported by peer-reviewed research grant awards from the National Institutes of Health (NIH).\nAbout Alzheimer’s Disease Alzheimer’s disease is a progressive brain disorder that destroys memory and thinking skills. As of 2020, there were approximately 50 million people worldwide living with dementia, a figure expected to increase to 150 million by 2050.1 The annual global cost of dementia is now above $1 trillion, according to Alzheimer’s Disease International, a charitable organization.\nAbout Cassava Sciences, Inc.Cassava Sciences’ mission is to discover and develop innovations for chronic, neurodegenerative conditions. Over the past 10 years, Cassava Sciences has combined state-of-the-art technology with new insights in neurobiology to develop novel solutions for Alzheimer’s disease.\nSimufilam and SavaDx were both developed in-house. Cassava Sciences owns worldwide development and commercial rights to its research programs in Alzheimer’s disease, and related technologies, without royalty obligations to any third party.\nFor more information, please visit https://www.CassavaSciences.com\nFor More Information Contact: Eric Schoen, Chief Financial Officereschoen@CassavaSciences.com(512) 501-2450\nCassava Sciences’ open-label study of simufilam in Alzheimer’s disease is funded by clinical research grant #AG065152 from the National Institutes of Health (NIH/NIA).\nThe content of this press release is solely the responsibility of Cassava Sciences and does not necessarily represent the official views of the NIH/NIA. \nCautionary Note Regarding Forward-Looking Statements: This news release contains forward-looking statements, including statements made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, relating to: the treatment of Alzheimer’s disease; the interpretation of data with SavaDx from a randomized controlled Phase 2b study of simufilam; the interpretation of biomarker data from a Phase 2b study of simufilam; verbal commentaries made by our employees; and potential benefits, if any, of our product candidates. These statements may be identified by words such as “may,” “anticipate,” “believe,” “could,” “expect,” “would”, “forecast,” “intend,” “plan,” “possible,” “potential,” and other words and terms of similar meaning. \nDrug development involves a high degree of risk, and historically only a small number of research and development programs result in commercialization of a product. Clinical results from our earlier-stage clinical trials may not be indicative of full results or results from later-stage or larger scale clinical trials and do not ensure regulatory approval. You should not place undue reliance on these statements or any scientific data we present or publish.\nSuch statements are based largely on our current expectations and projections about future events. Such statements speak only as of the date of this news release and are subject to a number of risks, uncertainties and assumptions, including, but not limited to, those risks relating to the ability to conduct or complete clinical studies on expected timelines, to demonstrate the specificity, safety, efficacy or potential health benefits of our product candidates, the severity and duration of health care precautions given the COVID-19 pandemic, any unanticipated impacts of the pandemic on our business operations, and including those described in the section entitled “Risk Factors” in our Annual Report on Form 10-K for the year ended December 31, 2020 and future reports to be filed with the SEC. The foregoing sets forth many, but not all, of the factors that could cause actual results to differ from expectations in any forward-looking statement. In light of these risks, uncertainties and assumptions, the forward-looking statements and events discussed in this news release are inherently uncertain and may not occur, and actual results could differ materially and adversely from those anticipated or implied in the forward-looking statements. Accordingly, you should not rely upon forward-looking statements as predictions of future events. Except as required by law, we disclaim any intention or responsibility for updating or revising any forward-looking statements contained in this news release.\nFor further information regarding these and other risks related to our business, investors should consult our filings with the SEC, which are available on the SEC's website at www.sec.gov.\n1 Alzheimer's Disease International, Dementia Statistics, available on-line.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186298060,"gmtCreate":1623499395250,"gmtModify":1623499395250,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"他好像也没投过什么好的项目啊……","listText":"他好像也没投过什么好的项目啊……","text":"他好像也没投过什么好的项目啊……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/186298060","repostId":"1172667270","repostType":4,"isVote":1,"tweetType":1,"viewCount":1208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":138015337,"gmtCreate":1621900998029,"gmtModify":1621900998029,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"哼,200就做空","listText":"哼,200就做空","text":"哼,200就做空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/138015337","repostId":"1139037278","repostType":4,"repost":{"id":"1139037278","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":1621866603,"share":"https://www.laohu8.com/m/news/1139037278?lang=&edition=full","pubTime":"2021-05-24 22:30","market":"us","language":"zh","title":"【异动】Beyond Meat涨超8%,获伯恩斯坦上调评级","url":"https://stock-news.laohu8.com/highlight/detail?id=1139037278","media":"老虎资讯综合","summary":"5月24日,Beyond Meat盘中涨超8%,此前该公司获伯恩斯坦上调评级。\n\n\nBernstein将Beyond Meat评级由“跑输大市”上调至“跑赢大市”,目标价为130美元。该行分析师Alexia Howard表示,虽然2022年的销售预期比疫情前的水平下降了35%,但随疫情后,消费者流动性得到改善,餐饮服务渠道预计出现反弹,并表示这将推动美国零售渠道竞争的减少。","content":"<p>5月24日,Beyond Meat盘中涨超8%,此前该公司获伯恩斯坦上调评级。</p>\n<p>Bernstein将Beyond Meat评级由“跑输大市”上调至“跑赢大市”,目标价为130美元。该行分析师Alexia Howard表示,虽然2022年的销售预期比疫情前的水平下降了35%,但随疫情后,消费者流动性得到改善,餐饮服务渠道预计出现反弹,并表示这将推动美国零售渠道竞争的减少。</p>\n<p><img src=\"https://static.tigerbbs.com/144a01df0db7285d46b52716a234dca3\" tg-width=\"840\" tg-height=\"470\"></p>\n<p></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>【异动】Beyond Meat涨超8%,获伯恩斯坦上调评级</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{ 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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【异动】Beyond Meat涨超8%,获伯恩斯坦上调评级\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\">2021-05-24 22:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月24日,Beyond Meat盘中涨超8%,此前该公司获伯恩斯坦上调评级。</p>\n<p>Bernstein将Beyond Meat评级由“跑输大市”上调至“跑赢大市”,目标价为130美元。该行分析师Alexia Howard表示,虽然2022年的销售预期比疫情前的水平下降了35%,但随疫情后,消费者流动性得到改善,餐饮服务渠道预计出现反弹,并表示这将推动美国零售渠道竞争的减少。</p>\n<p><img src=\"https://static.tigerbbs.com/144a01df0db7285d46b52716a234dca3\" tg-width=\"840\" tg-height=\"470\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9f0d13697004dbe5c78bc59be1050d17","relate_stocks":{"BYND":"Beyond Meat, Inc."},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139037278","content_text":"5月24日,Beyond Meat盘中涨超8%,此前该公司获伯恩斯坦上调评级。\nBernstein将Beyond Meat评级由“跑输大市”上调至“跑赢大市”,目标价为130美元。该行分析师Alexia Howard表示,虽然2022年的销售预期比疫情前的水平下降了35%,但随疫情后,消费者流动性得到改善,餐饮服务渠道预计出现反弹,并表示这将推动美国零售渠道竞争的减少。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371864466,"gmtCreate":1618927514955,"gmtModify":1618927514955,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"请问什么时候到过一美元?基本的事实核查不做,在这里编些啥","listText":"请问什么时候到过一美元?基本的事实核查不做,在这里编些啥","text":"请问什么时候到过一美元?基本的事实核查不做,在这里编些啥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371864466","repostId":"2128811598","repostType":4,"isVote":1,"tweetType":1,"viewCount":1022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362868987,"gmtCreate":1614612901949,"gmtModify":1703478932813,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"为了更好的割韭菜","listText":"为了更好的割韭菜","text":"为了更好的割韭菜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362868987","repostId":"1125292634","repostType":4,"repost":{"id":"1125292634","pubTimestamp":1614612633,"share":"https://www.laohu8.com/m/news/1125292634?lang=&edition=full","pubTime":"2021-03-01 23:30","market":"us","language":"zh","title":"释放回港信号?一文理清百度1:80拆股的逻辑","url":"https://stock-news.laohu8.com/highlight/detail?id=1125292634","media":"第一财经","summary":"百度在北京总部召开股东大会,通过了1拆80的普通股拆股计划。","content":"<div>\n<p>3月1日,百度在北京总部召开股东大会,通过了1拆80的普通股拆股计划。根据百度此前公布的文件,百度董事会批准将其ADS(美国存托股票)所代表的A类普通股的比例从每10股ADS代表1股A类普通股,更改为每1股ADS代表8股A类普通股,自2021年3月1日起生效。受此消息影响,百度美股开盘涨超4%,股价不断震荡上升。截至发稿,涨4.43%,报296.02美元/股。什么是拆股?当股票的价格过高,从而影响...</p>\n\n<a href=\"https://www.yicai.com/news/100963745.html\">Web Link</a>\n\n</div>\n","source":"dyvj","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>释放回港信号?一文理清百度1:80拆股的逻辑</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释放回港信号?一文理清百度1:80拆股的逻辑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-01 23:30 北京时间 <a href=https://www.yicai.com/news/100963745.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月1日,百度在北京总部召开股东大会,通过了1拆80的普通股拆股计划。根据百度此前公布的文件,百度董事会批准将其ADS(美国存托股票)所代表的A类普通股的比例从每10股ADS代表1股A类普通股,更改为每1股ADS代表8股A类普通股,自2021年3月1日起生效。受此消息影响,百度美股开盘涨超4%,股价不断震荡上升。截至发稿,涨4.43%,报296.02美元/股。什么是拆股?当股票的价格过高,从而影响...</p>\n\n<a href=\"https://www.yicai.com/news/100963745.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/620fa6b7643be76ed489cf4a9bb97db7","relate_stocks":{"BIDU":"百度"},"source_url":"https://www.yicai.com/news/100963745.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125292634","content_text":"3月1日,百度在北京总部召开股东大会,通过了1拆80的普通股拆股计划。根据百度此前公布的文件,百度董事会批准将其ADS(美国存托股票)所代表的A类普通股的比例从每10股ADS代表1股A类普通股,更改为每1股ADS代表8股A类普通股,自2021年3月1日起生效。受此消息影响,百度美股开盘涨超4%,股价不断震荡上升。截至发稿,涨4.43%,报296.02美元/股。什么是拆股?当股票的价格过高,从而影响股票的交易量、影响投资人(尤其是散户)的购买欲望时,公司通常会选择拆股以降低股票价格。例如常见的1:2拆股,假设原股票价格200,流通股200,000,在进行拆股之后,股票价格就会变成100,流通股会变成400,000。拆股后股东的权益不变,公司的市值也不变,改变的是股价及流通股票数量。上世纪90年代末,美股上市公司曾经热衷于拆股,当时标普500成分股企业中每年拆股的公司数量超过100家,但自2016年以来这一数字已经降至个位数。2020年,美股市场上,苹果、特斯拉两家公司的拆股备受市场关注。苹果公司在7月30日宣布以4:1的比例分拆股票;特斯拉在8月11日宣布以5:1的比例分拆股票。对股价有何影响?根据纳斯达克公司对2012年至2018年分拆股票公司的研究,标普500指数成分股通常会在分拆后的一年中上涨5%,拆股消息发布时涨幅大约在2.5%。对于拆股这种方式,每家企业都有各自不同的看法。有市场人士表示,拆股通常被认为是公司对业绩前景极有自信的做法,更多的投资者也意味着更多的买家和更多的资金,这本身对公司股票就是一种利好。不过,2008年席卷全球的金融危机导致企业股价大幅下挫,一些大公司当时被迫通过合并股票提升股价,避免被摘牌。“股权分拆只是表面上的事,不会从根本上改变公司的任何内容,除了可能以较低的价格使更多的投资者可以买到股票。”生物医药投资公司Loncar Investments创始人布拉德·隆卡(Brad Loncar)对第一财经表示。星展银行(中国)投资策略总监邓志坚对第一财经表示,通常一个企业进行拆股,让更多看好企业的投资者能入场,这会被视为利好。“如果分拆,现有股东股权不变,权益不变,获得的派息不变,对原有股东没有影响。”回港上市又近一步?今年年初,有消息称百度回港二次上市已正式启动,并确定了高盛和中信为上市保荐团队。百度预计将出售5%-9%的股本,发行筹资规模至少在35亿美元以上。按照港交所流程,回港二次上市的公司可秘密交表,通过聆讯前,无需在联交所网站公布具体信息。去年5月时,百度董事长李彦宏曾对媒体表示,正在关注美国从政府层面不断收紧对中概股公司的管制,百度内部在不断地研讨有哪些可以做的事情,包括在香港等地的二次上市等。此次拆股或是百度针对赴港上市做准备。当初阿里巴巴选择港股二次上市之前也选择拆股。一位接近百度人士对第一财经记者表示,这只是一个数学的计算,这意味着未来两地上市公司股价的绝对值比较相似,这样国际投资者的理解会比较一致。区别于美股的交易制度,港股市场最小交易单位为“手”,一手通常从几十股到上千股不等,如果百度发行价太高,可能会影响其流动性及中小投资者的参与度,而拆股后,有利于公司以每手较低价格发行,这对于未来香港的投资者尤其是散户投资者来说降低了入场门槛。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368842529,"gmtCreate":1614312183661,"gmtModify":1703476200643,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"基金经理也就那样","listText":"基金经理也就那样","text":"基金经理也就那样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/368842529","repostId":"2114329408","repostType":4,"repost":{"id":"2114329408","pubTimestamp":1614307406,"share":"https://www.laohu8.com/m/news/2114329408?lang=&edition=full","pubTime":"2021-02-26 10:43","market":"us","language":"zh","title":"剧震之下抄底还是撤离?公私募大佬做出这样的抉择","url":"https://stock-news.laohu8.com/highlight/detail?id=2114329408","media":"上海证券报 ","summary":"元宵节还没过,全球市场已开启巨震模式,尤其前期风光无限的“抱团”股,这几日近乎全军溃退。电脑屏幕上,$贵州茅台$已经跌下2300元,中证白酒指数还在调整,有色、化工股也在下跌,2月24日,头部私募的基金经理王林(化名)盯着盘,下出了买入的交易指令。多位业内人士表示,在抱团股波动加剧的过程中,机构的分歧在逐渐加大。","content":"<div>\n<p>元宵节还没过,全球市场已开启巨震模式,尤其前期风光无限的“抱团”股,这几日近乎全军溃退。电脑屏幕上,贵州茅台已经跌下2300元,中证白酒指数还在调整,有色、化工股也在下跌,2月24日,头部私募的基金经理王林(化名)盯着盘,下出了买入的交易指令。“我觉得A股系统性下跌的可能性较小,因此近期的调整可能是阶段性建仓的好机会,老产品也没必要降低仓位,最近更重要的变化是,更愿意去寻找一些没那么多人关注的股票...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2021-02-26/doc-ikftssap8801297.shtml\">Web Link</a>\n\n</div>\n","source":"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\" 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</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>元宵节还没过,全球市场已开启巨震模式,尤其前期风光无限的“抱团”股,这几日近乎全军溃退。电脑屏幕上,贵州茅台已经跌下2300元,中证白酒指数还在调整,有色、化工股也在下跌,2月24日,头部私募的基金经理王林(化名)盯着盘,下出了买入的交易指令。“我觉得A股系统性下跌的可能性较小,因此近期的调整可能是阶段性建仓的好机会,老产品也没必要降低仓位,最近更重要的变化是,更愿意去寻找一些没那么多人关注的股票...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2021-02-26/doc-ikftssap8801297.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/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"HSI":"恒生指数","000001.SH":"上证指数"},"source_url":"https://finance.sina.com.cn/roll/2021-02-26/doc-ikftssap8801297.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2114329408","content_text":"元宵节还没过,全球市场已开启巨震模式,尤其前期风光无限的“抱团”股,这几日近乎全军溃退。电脑屏幕上,贵州茅台已经跌下2300元,中证白酒指数还在调整,有色、化工股也在下跌,2月24日,头部私募的基金经理王林(化名)盯着盘,下出了买入的交易指令。“我觉得A股系统性下跌的可能性较小,因此近期的调整可能是阶段性建仓的好机会,老产品也没必要降低仓位,最近更重要的变化是,更愿意去寻找一些没那么多人关注的股票。”王林直言。然而,不同于王林的乐观预判,董承非在1月末的内部交流分享会中表示,对2021年持悲观态度,已经在做防御性动作。多位业内人士表示,在抱团股波动加剧的过程中,机构的分歧在逐渐加大。有人陆续撤退,有人则聚焦“交易不太拥挤”的标的,比如银行、地产等低估值品种,以及存在积极变化的中小市值股票。机构重仓股迅速调整近期A股波动加剧,前期机构抱团的白酒股跌幅最为明显。Choice数据显示,截至2月25日,中证白酒指数牛年以来的跌幅超过18%,贵州茅台股价更是迅速跌至2150元。更令人颇感意外的是,有望成为报团新方向的周期龙头股近日也开始回调,万华化学连续4个交易日下跌。“白酒板块节后的下跌是能够理解的。” 同犇投资总经理、投资总监童驯分析称,尽管春节假期结束前白酒销售情况亮眼,但同期大宗商品的基本面边际变化更加超预期,所以节后资金迅速转向有色、化工等周期板块,而且从历史经验来看,春节后白酒进入了销售淡季,因此股价也会有所体现。另外,节后美国的10年期国债收益率上升趋势较为明显,市场对于高估值标的将更加谨慎。一位老牌私募基金经理也认为,在流动性或边际收紧的预期影响中,市场热点更容易在估值相对合理的板块中轮换,贵州茅台在内的多数龙头标的估值已经处于高位,调整属于正常情况,而且部分周期板块今年以来涨幅也超出了市场预期,因此股价有所波动。基金经理调仓动作显分歧面对抱团股的剧烈调整,沪上一位公募研究员直言,近期多位基金经理已经调仓,但调仓方向不尽相同。天风证券数据显示,截至2月24日,最近3个交易日公募基金的模拟收益与真实收益之间的偏离相比于2月初显著放大。具体来看,2月初偏离值在0.5%以内的基金样本超过35%,最近3个交易日偏离值在 0.5%以内的样本数量占比已经下降到约只有25%,可见当前已有公募基金开展一定程度的调仓行为。沪上一位头部私募创始人认为,“经历过去年的结构性行情,机构抱团的消费、新能源等板块的龙头股交易已经非常拥挤,在全球经济复苏的过程中,有色、化工等顺周期板块仍然具备机会,尤其是其中可能产生积极变化的中小市值股票,值得关注。”一位公募基金经理直言,预计铜、铝等基本金属价格韧性强于预期,但受季节性因素可能有所波动,所以近期下调了有色金属板块的仓位。另外,基于电动车相关的锂、钴、镍等品种持续涨价,等待未来价格水平超预期时点,才会酌情买入相关板块的股票。另外,近期基金经理对于“防守”还是“进攻”也存在分歧。比如,董承非在1月末的内部交流分享会议中表示,年初市场呈现明显躁动行情,而且市场已经脱离基本面进入资金正反馈过程,所以对2021年全年比较悲观,已经在做一些预防性的动作。王林却认为,全球经济复苏进程刚刚开始,市场流动性依然较为宽裕,市场系统性下跌的可能性较小,后续仍将维持高仓位运作。港股投资机会惹争议对于港股市场,公私募基金经理的观点也不尽相同。前海开源基金联席董事长王宏远表示,以今年这一维度来看,港股会是全球主要资本市场中表现最好的市场之一,有望走赢美股10-20个百分点,同时也会强于A股。格雷资产总经理张可兴也直言,今年会把投资的重心选在港股市场,目前港股资产已经占格雷产品仓位六成以上。今年的港股市场是汇聚天时、地利、人和的投资机会,持续时长将超过一年。主要原因在于港股2018-2020年连续三年跑输A股,即便去年流动性宽裕,互联网行业的优质龙头去年涨幅相较于A股的科技股也不算明显,因此,如果以10年期视角看,港股的机会才刚开始。但董承非却表示,港股大家比较看好,但未必结果会好。具体来说,现在看好港股的人,逻辑是A股流动性外溢,但如果A股市场有变化,港股作为离岸市场,不一定会有很好的结果。上海钦沐资产合伙人于洋也提示称,港股的很多优质标的相比于A股优势较小,只是交易相对没有那么拥挤。如果大量南向资金涌入,其交易优势也会逐渐消失。而且,由于美国流动性可能会收紧,港股的风险更大,因此投资者在投资港股时需要更加谨慎。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1703,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3507337290644401","authorId":"3507337290644401","name":"phil888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"拿着基民的钱,无论赚还是亏都是别人的钱,管理费照收不误。","text":"拿着基民的钱,无论赚还是亏都是别人的钱,管理费照收不误。","html":"拿着基民的钱,无论赚还是亏都是别人的钱,管理费照收不误。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314995441,"gmtCreate":1612283454083,"gmtModify":1703760001391,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/GS\">高盛</a>:维持<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>买入评级,并加入确信买入名单,目标价从906港元下调至759港元。</p>\n<p>高盛认为,腾讯股价今年以来已下跌22%并由52周高位下跌43%,因此风险回报率在未来几年都是最佳标的之一。</p>\n<p><img src=\"https://static.tigerbbs.com/cc63cbea994374d5de32bf97ad5d17b8\" tg-width=\"840\" tg-height=\"470\" 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>今天买了3月底900的call","listText":"<a 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10:43","market":"us","language":"zh","title":"剧震之下抄底还是撤离?公私募大佬做出这样的抉择","url":"https://stock-news.laohu8.com/highlight/detail?id=2114329408","media":"上海证券报 ","summary":"元宵节还没过,全球市场已开启巨震模式,尤其前期风光无限的“抱团”股,这几日近乎全军溃退。电脑屏幕上,$贵州茅台$已经跌下2300元,中证白酒指数还在调整,有色、化工股也在下跌,2月24日,头部私募的基金经理王林(化名)盯着盘,下出了买入的交易指令。多位业内人士表示,在抱团股波动加剧的过程中,机构的分歧在逐渐加大。","content":"<div>\n<p>元宵节还没过,全球市场已开启巨震模式,尤其前期风光无限的“抱团”股,这几日近乎全军溃退。电脑屏幕上,贵州茅台已经跌下2300元,中证白酒指数还在调整,有色、化工股也在下跌,2月24日,头部私募的基金经理王林(化名)盯着盘,下出了买入的交易指令。“我觉得A股系统性下跌的可能性较小,因此近期的调整可能是阶段性建仓的好机会,老产品也没必要降低仓位,最近更重要的变化是,更愿意去寻找一些没那么多人关注的股票...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2021-02-26/doc-ikftssap8801297.shtml\">Web Link</a>\n\n</div>\n","source":"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\" 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</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>元宵节还没过,全球市场已开启巨震模式,尤其前期风光无限的“抱团”股,这几日近乎全军溃退。电脑屏幕上,贵州茅台已经跌下2300元,中证白酒指数还在调整,有色、化工股也在下跌,2月24日,头部私募的基金经理王林(化名)盯着盘,下出了买入的交易指令。“我觉得A股系统性下跌的可能性较小,因此近期的调整可能是阶段性建仓的好机会,老产品也没必要降低仓位,最近更重要的变化是,更愿意去寻找一些没那么多人关注的股票...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2021-02-26/doc-ikftssap8801297.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/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"HSI":"恒生指数","000001.SH":"上证指数"},"source_url":"https://finance.sina.com.cn/roll/2021-02-26/doc-ikftssap8801297.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2114329408","content_text":"元宵节还没过,全球市场已开启巨震模式,尤其前期风光无限的“抱团”股,这几日近乎全军溃退。电脑屏幕上,贵州茅台已经跌下2300元,中证白酒指数还在调整,有色、化工股也在下跌,2月24日,头部私募的基金经理王林(化名)盯着盘,下出了买入的交易指令。“我觉得A股系统性下跌的可能性较小,因此近期的调整可能是阶段性建仓的好机会,老产品也没必要降低仓位,最近更重要的变化是,更愿意去寻找一些没那么多人关注的股票。”王林直言。然而,不同于王林的乐观预判,董承非在1月末的内部交流分享会中表示,对2021年持悲观态度,已经在做防御性动作。多位业内人士表示,在抱团股波动加剧的过程中,机构的分歧在逐渐加大。有人陆续撤退,有人则聚焦“交易不太拥挤”的标的,比如银行、地产等低估值品种,以及存在积极变化的中小市值股票。机构重仓股迅速调整近期A股波动加剧,前期机构抱团的白酒股跌幅最为明显。Choice数据显示,截至2月25日,中证白酒指数牛年以来的跌幅超过18%,贵州茅台股价更是迅速跌至2150元。更令人颇感意外的是,有望成为报团新方向的周期龙头股近日也开始回调,万华化学连续4个交易日下跌。“白酒板块节后的下跌是能够理解的。” 同犇投资总经理、投资总监童驯分析称,尽管春节假期结束前白酒销售情况亮眼,但同期大宗商品的基本面边际变化更加超预期,所以节后资金迅速转向有色、化工等周期板块,而且从历史经验来看,春节后白酒进入了销售淡季,因此股价也会有所体现。另外,节后美国的10年期国债收益率上升趋势较为明显,市场对于高估值标的将更加谨慎。一位老牌私募基金经理也认为,在流动性或边际收紧的预期影响中,市场热点更容易在估值相对合理的板块中轮换,贵州茅台在内的多数龙头标的估值已经处于高位,调整属于正常情况,而且部分周期板块今年以来涨幅也超出了市场预期,因此股价有所波动。基金经理调仓动作显分歧面对抱团股的剧烈调整,沪上一位公募研究员直言,近期多位基金经理已经调仓,但调仓方向不尽相同。天风证券数据显示,截至2月24日,最近3个交易日公募基金的模拟收益与真实收益之间的偏离相比于2月初显著放大。具体来看,2月初偏离值在0.5%以内的基金样本超过35%,最近3个交易日偏离值在 0.5%以内的样本数量占比已经下降到约只有25%,可见当前已有公募基金开展一定程度的调仓行为。沪上一位头部私募创始人认为,“经历过去年的结构性行情,机构抱团的消费、新能源等板块的龙头股交易已经非常拥挤,在全球经济复苏的过程中,有色、化工等顺周期板块仍然具备机会,尤其是其中可能产生积极变化的中小市值股票,值得关注。”一位公募基金经理直言,预计铜、铝等基本金属价格韧性强于预期,但受季节性因素可能有所波动,所以近期下调了有色金属板块的仓位。另外,基于电动车相关的锂、钴、镍等品种持续涨价,等待未来价格水平超预期时点,才会酌情买入相关板块的股票。另外,近期基金经理对于“防守”还是“进攻”也存在分歧。比如,董承非在1月末的内部交流分享会议中表示,年初市场呈现明显躁动行情,而且市场已经脱离基本面进入资金正反馈过程,所以对2021年全年比较悲观,已经在做一些预防性的动作。王林却认为,全球经济复苏进程刚刚开始,市场流动性依然较为宽裕,市场系统性下跌的可能性较小,后续仍将维持高仓位运作。港股投资机会惹争议对于港股市场,公私募基金经理的观点也不尽相同。前海开源基金联席董事长王宏远表示,以今年这一维度来看,港股会是全球主要资本市场中表现最好的市场之一,有望走赢美股10-20个百分点,同时也会强于A股。格雷资产总经理张可兴也直言,今年会把投资的重心选在港股市场,目前港股资产已经占格雷产品仓位六成以上。今年的港股市场是汇聚天时、地利、人和的投资机会,持续时长将超过一年。主要原因在于港股2018-2020年连续三年跑输A股,即便去年流动性宽裕,互联网行业的优质龙头去年涨幅相较于A股的科技股也不算明显,因此,如果以10年期视角看,港股的机会才刚开始。但董承非却表示,港股大家比较看好,但未必结果会好。具体来说,现在看好港股的人,逻辑是A股流动性外溢,但如果A股市场有变化,港股作为离岸市场,不一定会有很好的结果。上海钦沐资产合伙人于洋也提示称,港股的很多优质标的相比于A股优势较小,只是交易相对没有那么拥挤。如果大量南向资金涌入,其交易优势也会逐渐消失。而且,由于美国流动性可能会收紧,港股的风险更大,因此投资者在投资港股时需要更加谨慎。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1703,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3507337290644401","authorId":"3507337290644401","name":"phil888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"拿着基民的钱,无论赚还是亏都是别人的钱,管理费照收不误。","text":"拿着基民的钱,无论赚还是亏都是别人的钱,管理费照收不误。","html":"拿着基民的钱,无论赚还是亏都是别人的钱,管理费照收不误。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332804020,"gmtCreate":1610366122660,"gmtModify":1703743780879,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TWTR\">$Twitter(TWTR)$</a>今天📉15%有没有可能","listText":"<a href=\"https://laohu8.com/S/TWTR\">$Twitter(TWTR)$</a>今天📉15%有没有可能","text":"$Twitter(TWTR)$今天📉15%有没有可能","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/332804020","isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339034365,"gmtCreate":1608718276357,"gmtModify":1703736361773,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a>资金量不同交易策略不同,我看多,但不代表我会一次性就建完仓已经进场的部分承担的亏损对于我的总资金量来说基本不会有影响,所以你做你的空我做我的多,大家没什么好多争论的嘛。交易最终的结果不重要,而能否有清晰的交易逻辑并及时反思才重要。","listText":"<a 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根据自己的资金管理计划来才是靠谱的。因为每个人的止损和心理承受能力都不同。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396759002,"gmtCreate":1607328118606,"gmtModify":1703847080837,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>买入call <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>买入put","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>买入call <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>买入put","text":"$特斯拉(TSLA)$买入call $蔚来(NIO)$买入put","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/396759002","isVote":1,"tweetType":1,"viewCount":1708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}