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星期十五
2022-11-14
以后别在京东卖了
暂停合作?扣除支持费用?两家白酒巨头跟京东闹别扭了
星期十五
2021-11-26
$Naked Brand Group Inc(NAKD)$
哎呦
星期十五
2021-11-09
$Naked Brand Group Inc(NAKD)$
是不是说cenntro买壳上市了。那么nakd这个壳的股价会变好?
星期十五
2021-10-21
$Naked Brand Group Inc(NAKD)$
一坛xx水
星期十五
2021-09-07
不是不让你们生存,但要适可而止。
抱歉,原内容已删除
星期十五
2021-06-20
看了半天还以为多少呢。。我这散户持有的都比对冲基金高。。。。。
Is NAKD Stock A Buy?
星期十五
2021-04-25
顶格没意见。罚五十也就罢了。为啥还要强调下顶格处罚。是为了安抚人心么
抱歉,原内容已删除
星期十五
2021-01-08
$第九城市(NCTY)$
刺激
星期十五
2021-01-04
$第九城市(NCTY)$
为啥停牌了
星期十五
2020-03-12
$Tilray Inc.(TLRY)$
听说吸食大嘛能治病
星期十五
2019-12-21
不折腾
澳门逆袭二十年:教科书级别的闷声发大财
星期十五
2018-12-17
这个表明啥
抱歉,原内容已删除
星期十五
2018-03-02
没救了
$Marathon Patent Group Inc.(MARA)$ 哎
没救了
星期十五
2018-01-31
这诡异的拉升是啥意思
$M#2018买什么# arathon Patent Group Inc.(MARA)$
这诡异的拉升是啥意思
星期十五
2017-12-02
$迅雷(XNET)$ 是不是不太可能有人拉了
星期十五
2017-12-01
$迅雷(XNET)$ 为啥老虎显示迅雷做空很难借到券
星期十五
2017-11-30
$迅雷(XNET)$,盘前就跌了这么多。。。。
星期十五
2017-11-02
$瑞思学科英语(REDU)$ 这股太妖了,毫无征兆的涨跌好多
星期十五
2017-10-31
$好未来(TAL)$ 咋了,忽然下跌?
星期十五
2017-02-01
$陌陌(MOMO)$ 好几天看到盘后有几万的低价交易,说明啥?
去老虎APP查看更多动态
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href=\"https://www.thepaper.cn/newsDetail_forward_20728621\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b873b4329b7b17b0926c02bec2748c1d","relate_stocks":{"09618":"京东集团-SW","JD":"京东","000568":"泸州老窖","000858":"五粮液"},"source_url":"https://www.thepaper.cn/newsDetail_forward_20728621","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141743962","content_text":"记者 汪琦雯“双11”刚过,就有两家名酒企业与京东产生合作纠纷?网络流传文件显示,11月10日,泸州老窖电子商务股份有限公司(以下简称“泸州老窖电商公司”)向北京京东世纪信息技术有限公司(以下简称“京东”)发送了《暂停合作函》。四川五粮液新零售管理有限公司销售运营部(以下简称“五粮液新零售公司”)则在11月11日则通报称,京东违反合同约定,扣除365万元市场支持费用。11月14日,泸州老窖相关人士向澎湃新闻记者证实了网传文件的真实性。在《暂停合作函》中,泸州老窖电商公司表示京东“近期多次低价销售52度国窖1573系列产品,对市场价格、物流秩序带来巨大冲击,严重影响我司品牌价值和产品价格认知,此行为已经严重破坏了双方建立的友好合作基础。”上述函件称,泸州老窖电商公司决定从11月10日起暂停与京东的相关合作,暂停在京东开展业务投放推广、产品供应等相关合作,并要求京东自营与泸州老窖合作的所有库存退货至供应商西藏聚量电子商务有限公司处。前述泸州老窖相关人士透露,京东想更低价购入产品,加入到“双十一”活动,但价格已经低至泸州老窖的价格底线。“整个就是稳价盘的原因,经销商都按照这个价格卖的,没越过底线,京东要低价的话,就容易有串货的嫌疑。 ”该人士解释道。据了解,目前52度500ml的国窖1573单瓶厂商指导价为1499元,批发参考价在905元左右。在京东平台,“泸州老窖官方京东自营旗舰店”该款酒11月14日的预估到手价为1139元/瓶,11月10日,有消费者爆料叠加优惠最低到手价为908元/瓶。泸州老窖在2022年半年报中披露了分渠道的销售情况,今年上半年,传统渠道营收为108.37亿元,同比(较上年同期)增长约25%,毛利率同比下降0.08%至86.43%;新兴渠道营收约7.12亿元,同比增长约33%,毛利率同比增长4.46%至82.39%。半年报介绍,泸州老窖的新兴渠道包括公司与电商平台、自媒体、网络主播等建立合作关系,通过线上平台的旗舰店、专卖店、直播间等网络终端实现面向消费者的销售。11月14日,澎湃新闻记者从五粮液新零售公司相关负责人处了解到,这则通报中指出京东“在2022年下半年违反合同规定”,指的是京东“有些市场运营上面的一些消费者服务政策”违反合同规定,并非价格纠纷。“正常消费服务过程中的一些问题,这个都很正常。”该负责人说。前述负责人表示,五粮液与京东“合作的时间比较久,(合作)整体效果都还不错。”两者的合作包括五粮液授权京东自营的“五粮液京东自营旗舰店”,也有授权门店在京东开设店铺,合作范围不仅包括产品的授权销售,还涵盖京东的物流信息技术、金融板块等。谈及泸州老窖与京东的产品售价纠纷,五粮液新零售公司相关负责人表示“我们品牌还好”,并称“(后续)肯定会(继续跟京东)合作的”。在五粮液2022年半年报中,线上销售模式,主要指通过天猫、京东等电商平台销售产品。今年上半年,五粮液通过线上销售模式取得收入29.81亿元,线下渠道收入355.32亿元。在9月的投资者关系活动记录中,五粮液重申了要拓展创新渠道,持续加大线上电商、新零售渠道的拓展。天眼查显示,北京京东世纪信息技术有限公司成立于2010年9月,注册资本50000万人民币,法定代表人吴双喜。北京京东世纪贸易有限公司100%控股北京京东世纪信息技术有限公司,前者法定发表人为徐雷。","news_type":1},"isVote":1,"tweetType":1,"viewCount":754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877663185,"gmtCreate":1637925502290,"gmtModify":1637925502290,"author":{"id":"134093922829533","authorId":"134093922829533","name":"星期十五","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NAKD\">$Naked Brand Group Inc(NAKD)$</a>哎呦","listText":"<a href=\"https://laohu8.com/S/NAKD\">$Naked Brand Group Inc(NAKD)$</a>哎呦","text":"$Naked Brand Group Inc(NAKD)$哎呦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/877663185","isVote":1,"tweetType":1,"viewCount":2872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844451202,"gmtCreate":1636453913635,"gmtModify":1636453913635,"author":{"id":"134093922829533","authorId":"134093922829533","name":"星期十五","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NAKD\">$Naked Brand Group Inc(NAKD)$</a>是不是说cenntro买壳上市了。那么nakd这个壳的股价会变好?","listText":"<a href=\"https://laohu8.com/S/NAKD\">$Naked Brand Group Inc(NAKD)$</a>是不是说cenntro买壳上市了。那么nakd这个壳的股价会变好?","text":"$Naked Brand Group Inc(NAKD)$是不是说cenntro买壳上市了。那么nakd这个壳的股价会变好?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/844451202","isVote":1,"tweetType":1,"viewCount":3865,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"76645372802226","authorId":"76645372802226","name":"全息元宇宙","avatar":"https://static.tigerbbs.com/9fae1d70f622feb88a9ea01d7c7a3eb6","crmLevel":2,"crmLevelSwitch":0},"content":"是nakd买了cenntro","text":"是nakd买了cenntro","html":"是nakd买了cenntro"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853380361,"gmtCreate":1634773823170,"gmtModify":1634773823170,"author":{"id":"134093922829533","authorId":"134093922829533","name":"星期十五","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NAKD\">$Naked Brand Group Inc(NAKD)$</a>一坛xx水","listText":"<a href=\"https://laohu8.com/S/NAKD\">$Naked Brand Group Inc(NAKD)$</a>一坛xx水","text":"$Naked Brand Group Inc(NAKD)$一坛xx水","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/853380361","isVote":1,"tweetType":1,"viewCount":2868,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3499831333375411","authorId":"3499831333375411","name":"竹林听雨1","avatar":"https://static.tigerbbs.com/97c7f925113cb85f285a925085cb56c4","crmLevel":2,"crmLevelSwitch":0},"content":"市场在等消息,决定向上还是向下……","text":"市场在等消息,决定向上还是向下……","html":"市场在等消息,决定向上还是向下……"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":880985402,"gmtCreate":1631009791806,"gmtModify":1631009791806,"author":{"id":"134093922829533","authorId":"134093922829533","name":"星期十五","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"不是不让你们生存,但要适可而止。","listText":"不是不让你们生存,但要适可而止。","text":"不是不让你们生存,但要适可而止。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/880985402","repostId":"1124483079","repostType":2,"isVote":1,"tweetType":1,"viewCount":1981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":164696718,"gmtCreate":1624198310134,"gmtModify":1624198310134,"author":{"id":"134093922829533","authorId":"134093922829533","name":"星期十五","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"看了半天还以为多少呢。。我这散户持有的都比对冲基金高。。。。。","listText":"看了半天还以为多少呢。。我这散户持有的都比对冲基金高。。。。。","text":"看了半天还以为多少呢。。我这散户持有的都比对冲基金高。。。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164696718","repostId":"2144513708","repostType":2,"repost":{"id":"2144513708","pubTimestamp":1624065225,"share":"https://www.laohu8.com/m/news/2144513708?lang=&edition=full","pubTime":"2021-06-19 09:13","market":"us","language":"en","title":"Is NAKD Stock A Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2144513708","media":"Insider Monkey","summary":"How do you pick the next stock to invest in? One way would be to spend days of research browsing thr","content":"<html><body><p>How do you pick the next stock to invest in? One way would be to spend days of research browsing through thousands of publicly traded companies. However, an easier way is to look at the stocks that smart money investors are collectively bullish on. Hedge funds and other institutional investors usually invest large amounts of capital and have to conduct due diligence while choosing their next pick. They don't always get it right, but, on average, their stock picks historically generated strong returns after adjusting for known risk factors. With this in mind, let’s take a look at the recent hedge fund activity surrounding Naked Brand Group Limited (NASDAQ:NAKD).</p>\n<p><strong>Is NAKD stock a buy? </strong>Hedge funds were in a bullish mood. The number of bullish hedge fund positions rose by 3 in recent months. Naked Brand Group Limited (NASDAQ:NAKD) was in 4 hedge funds' portfolios at the end of March. The all time high for this statistic is 4. This means the bullish number of hedge fund positions in this stock currently sits at its all time high. Our calculations also showed that NAKD isn't among the 30 most popular stocks among hedge funds (click for Q1 rankings).</p>\n<p>So, why do we pay attention to hedge fund sentiment before making any investment decisions? Our research has shown that hedge funds' small-cap stock picks managed to beat the market by double digits annually between 1999 and 2016, but the margin of outperformance has been declining in recent years. Nevertheless, we were still able to identify in advance a select group of hedge fund holdings that outperformed the S&P 500 ETFs by more than 115 percentage points since March 2017 (see the details here). We have been able to outperform the passive index funds by tracking the moves of corporate insiders and hedge funds, and we believe small investors can benefit a lot from reading hedge fund investor letters and 13F filings.</p>\n<img height=\"508\" src=\"https://s.yimg.com/uu/api/res/1.2/iIVWx8EmUs14sQWyYondwA--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/4c11653e875409cb433c2742bd510ea9\" width=\"400\"/> Noam Gottesman of GLG Partners \n<p>At Insider Monkey, we scour multiple sources to uncover the next great investment idea. For example, an activist hedge fund wants to buy <strong>this $27 biotech stock</strong> <strong>for $50</strong>. So, we recommended a long position to our monthly premium newsletter subscribers. We go through lists like the 10 best battery stocks to pick the next Tesla that will deliver a 10x return. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. You can subscribe to our free daily newsletter on our homepage. Now let's take a look at the recent hedge fund action surrounding Naked Brand Group Limited (NASDAQ:NAKD).</p>\n<h2>Do Hedge Funds Think NAKD Is A Good Stock To Buy Now?</h2>\n<p>At Q1's end, a total of 4 of the hedge funds tracked by Insider Monkey were long this stock, a change of 300% from the fourth quarter of 2020. The graph below displays the number of hedge funds with bullish position in NAKD over the last 23 quarters. So, let's find out which hedge funds were among the top holders of the stock and which hedge funds were making big moves.</p>\n<img height=\"431\" src=\"https://s.yimg.com/uu/api/res/1.2/6_.3SQgCvXaLVUNCTmtDMw--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/282fb43918ade9f650c3e69296b08a9a\" width=\"678\"/>\n<p>According to Insider Monkey's hedge fund database, Citadel Investment Group, managed by Ken Griffin, holds the biggest position in Naked Brand Group Limited (NASDAQ:NAKD). Citadel Investment Group has a $0.1 million position in the stock, comprising less than 0.1%% of its 13F portfolio. Coming in second is Magnetar Capital, led by Alec Litowitz and Ross Laser, holding a $0.1 million position; the fund has less than 0.1%% of its 13F portfolio invested in the stock. Some other peers with similar optimism contain Manoj Jain and Sohit Khurana's Maso Capital, Noam Gottesman's GLG Partners and . In terms of the portfolio weights assigned to each position Maso Capital allocated the biggest weight to Naked Brand Group Limited (NASDAQ:NAKD), around 0.01% of its 13F portfolio. Magnetar Capital is also relatively very bullish on the stock, earmarking 0.0006 percent of its 13F equity portfolio to NAKD.</p>\n<p>Consequently, key money managers have been driving this bullishness. Citadel Investment Group, managed by Ken Griffin, established the largest position in Naked Brand Group Limited (NASDAQ:NAKD). Citadel Investment Group had $0.1 million invested in the company at the end of the quarter. Alec Litowitz and Ross Laser's Magnetar Capital also made a $0.1 million investment in the stock during the quarter. The only other fund with a new position in the stock is Noam Gottesman's GLG Partners.</p>\n<p>Let's check out hedge fund activity in other stocks - not necessarily in the same industry as Naked Brand Group Limited (NASDAQ:NAKD) but similarly valued. We will take a look at Entravision Communications Corporation (NYSE:EVC), <a href=\"https://laohu8.com/S/MCBC\">Macatawa Bank Corporation</a> (NASDAQ:MCBC), Loop Industries, Inc. (NASDAQ:LOOP), <a href=\"https://laohu8.com/S/NVEC\">NVE Corporation</a> (NASDAQ:NVEC), <a href=\"https://laohu8.com/S/PLPC\">Preformed Line Products Company</a> (NASDAQ:PLPC), Transportadora de Gas del Sur SA (NYSE:TGS), and Tilly's Inc (NYSE:TLYS). This group of stocks' market values resemble NAKD's market value.</p>\n<p>[table] Ticker, No of HFs with positions, Total Value of HF Positions (x1000), Change in HF Position EVC,12,21781,1 MCBC,8,19477,-2 LOOP,2,685,1 NVEC,8,49231,-1 PLPC,4,24055,-1 TGS,7,10937,0 TLYS,15,45210,2 Average,8,24482,0 [/table]</p>\n<p>View table here if you experience formatting issues.</p>\n<p>As you can see these stocks had an average of 8 hedge funds with bullish positions and the average amount invested in these stocks was $24 million. That figure was $0 million in NAKD's case. Tilly's Inc (NYSE:TLYS) is the most popular stock in this table. On the other hand Loop Industries, Inc. (NASDAQ:LOOP) is the least popular <a href=\"https://laohu8.com/S/AONE\">one</a> with only 2 bullish hedge fund positions. Naked Brand Group Limited (NASDAQ:NAKD) is not the least popular stock in this group but hedge fund interest is still below average. Our overall hedge fund sentiment score for NAKD is 45.7. Stocks with higher number of hedge fund positions relative to other stocks as well as relative to their historical range receive a higher sentiment score. This is a slightly negative signal and we'd rather spend our time researching stocks that hedge funds are piling on. Our calculations showed that top 5 most popular stocks among hedge funds returned 95.8% in 2019 and 2020, and outperformed the S&P 500 ETF (SPY) by 40 percentage points. These stocks gained 17.2% in 2021 through June 11th and surpassed the market again by 3.3 percentage points. Unfortunately NAKD wasn't nearly as popular as these 5 stocks (hedge fund sentiment was quite bearish); NAKD investors were disappointed as the stock returned 4.5% since the end of March (through 6/11) and underperformed the market. If you are interested in investing in large cap stocks with huge upside potential, you should check out the top 5 most popular stocks among hedge funds as most of these stocks already outperformed the market in 2021.</p>\n<p>Get real-time email alerts: Follow <a href=\"https://laohu8.com/S/NAKD\">Naked Brand Group Inc</a>. (OTCMKTS:NAKD)</p>\n<p>Disclosure: None. This article was originally published at Insider Monkey.</p>\nFollow Insider Monkey on <a href=\"https://laohu8.com/S/TWTR\">Twitter</a>\n<p> <strong>Related Content</strong> </p>\n<ul>\n<li>How to Best Use Insider Monkey To Increase Your Returns</li>\n<li>10 Best Manufacturing Stocks To Buy Now</li>\n<li>19 Largest Construction Companies In the World</li>\n</ul></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>Is NAKD Stock A Buy?</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\">\nIs NAKD Stock A Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-19 09:13 GMT+8 <a href=https://finance.yahoo.com/news/nakd-stock-buy-011345092.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>How do you pick the next stock to invest in? One way would be to spend days of research browsing through thousands of publicly traded companies. However, an easier way is to look at the stocks that ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nakd-stock-buy-011345092.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/wJ187oEkMetw_l7OQHYjgg--~B/aD0yMDQ4O3c9MTYxMzthcHBpZD15dGFjaHlvbg--/https://s.yimg.com/uu/api/res/1.2/iZEEJX_.9UJxC5qNHAaHMA--~B/aD0yMDQ4O3c9MTYxMzthcHBpZD15dGFjaHlvbg--/https://media.zenfs.com/en/insidermonkey.com/4c11653e875409cb433c2742bd510ea9","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/nakd-stock-buy-011345092.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2144513708","content_text":"How do you pick the next stock to invest in? One way would be to spend days of research browsing through thousands of publicly traded companies. However, an easier way is to look at the stocks that smart money investors are collectively bullish on. Hedge funds and other institutional investors usually invest large amounts of capital and have to conduct due diligence while choosing their next pick. They don't always get it right, but, on average, their stock picks historically generated strong returns after adjusting for known risk factors. With this in mind, let’s take a look at the recent hedge fund activity surrounding Naked Brand Group Limited (NASDAQ:NAKD).\nIs NAKD stock a buy? Hedge funds were in a bullish mood. The number of bullish hedge fund positions rose by 3 in recent months. Naked Brand Group Limited (NASDAQ:NAKD) was in 4 hedge funds' portfolios at the end of March. The all time high for this statistic is 4. This means the bullish number of hedge fund positions in this stock currently sits at its all time high. Our calculations also showed that NAKD isn't among the 30 most popular stocks among hedge funds (click for Q1 rankings).\nSo, why do we pay attention to hedge fund sentiment before making any investment decisions? Our research has shown that hedge funds' small-cap stock picks managed to beat the market by double digits annually between 1999 and 2016, but the margin of outperformance has been declining in recent years. Nevertheless, we were still able to identify in advance a select group of hedge fund holdings that outperformed the S&P 500 ETFs by more than 115 percentage points since March 2017 (see the details here). We have been able to outperform the passive index funds by tracking the moves of corporate insiders and hedge funds, and we believe small investors can benefit a lot from reading hedge fund investor letters and 13F filings.\n Noam Gottesman of GLG Partners \nAt Insider Monkey, we scour multiple sources to uncover the next great investment idea. For example, an activist hedge fund wants to buy this $27 biotech stock for $50. So, we recommended a long position to our monthly premium newsletter subscribers. We go through lists like the 10 best battery stocks to pick the next Tesla that will deliver a 10x return. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. You can subscribe to our free daily newsletter on our homepage. Now let's take a look at the recent hedge fund action surrounding Naked Brand Group Limited (NASDAQ:NAKD).\nDo Hedge Funds Think NAKD Is A Good Stock To Buy Now?\nAt Q1's end, a total of 4 of the hedge funds tracked by Insider Monkey were long this stock, a change of 300% from the fourth quarter of 2020. The graph below displays the number of hedge funds with bullish position in NAKD over the last 23 quarters. So, let's find out which hedge funds were among the top holders of the stock and which hedge funds were making big moves.\n\nAccording to Insider Monkey's hedge fund database, Citadel Investment Group, managed by Ken Griffin, holds the biggest position in Naked Brand Group Limited (NASDAQ:NAKD). Citadel Investment Group has a $0.1 million position in the stock, comprising less than 0.1%% of its 13F portfolio. Coming in second is Magnetar Capital, led by Alec Litowitz and Ross Laser, holding a $0.1 million position; the fund has less than 0.1%% of its 13F portfolio invested in the stock. Some other peers with similar optimism contain Manoj Jain and Sohit Khurana's Maso Capital, Noam Gottesman's GLG Partners and . In terms of the portfolio weights assigned to each position Maso Capital allocated the biggest weight to Naked Brand Group Limited (NASDAQ:NAKD), around 0.01% of its 13F portfolio. Magnetar Capital is also relatively very bullish on the stock, earmarking 0.0006 percent of its 13F equity portfolio to NAKD.\nConsequently, key money managers have been driving this bullishness. Citadel Investment Group, managed by Ken Griffin, established the largest position in Naked Brand Group Limited (NASDAQ:NAKD). Citadel Investment Group had $0.1 million invested in the company at the end of the quarter. Alec Litowitz and Ross Laser's Magnetar Capital also made a $0.1 million investment in the stock during the quarter. The only other fund with a new position in the stock is Noam Gottesman's GLG Partners.\nLet's check out hedge fund activity in other stocks - not necessarily in the same industry as Naked Brand Group Limited (NASDAQ:NAKD) but similarly valued. We will take a look at Entravision Communications Corporation (NYSE:EVC), Macatawa Bank Corporation (NASDAQ:MCBC), Loop Industries, Inc. (NASDAQ:LOOP), NVE Corporation (NASDAQ:NVEC), Preformed Line Products Company (NASDAQ:PLPC), Transportadora de Gas del Sur SA (NYSE:TGS), and Tilly's Inc (NYSE:TLYS). This group of stocks' market values resemble NAKD's market value.\n[table] Ticker, No of HFs with positions, Total Value of HF Positions (x1000), Change in HF Position EVC,12,21781,1 MCBC,8,19477,-2 LOOP,2,685,1 NVEC,8,49231,-1 PLPC,4,24055,-1 TGS,7,10937,0 TLYS,15,45210,2 Average,8,24482,0 [/table]\nView table here if you experience formatting issues.\nAs you can see these stocks had an average of 8 hedge funds with bullish positions and the average amount invested in these stocks was $24 million. That figure was $0 million in NAKD's case. Tilly's Inc (NYSE:TLYS) is the most popular stock in this table. On the other hand Loop Industries, Inc. (NASDAQ:LOOP) is the least popular one with only 2 bullish hedge fund positions. Naked Brand Group Limited (NASDAQ:NAKD) is not the least popular stock in this group but hedge fund interest is still below average. Our overall hedge fund sentiment score for NAKD is 45.7. Stocks with higher number of hedge fund positions relative to other stocks as well as relative to their historical range receive a higher sentiment score. This is a slightly negative signal and we'd rather spend our time researching stocks that hedge funds are piling on. Our calculations showed that top 5 most popular stocks among hedge funds returned 95.8% in 2019 and 2020, and outperformed the S&P 500 ETF (SPY) by 40 percentage points. These stocks gained 17.2% in 2021 through June 11th and surpassed the market again by 3.3 percentage points. Unfortunately NAKD wasn't nearly as popular as these 5 stocks (hedge fund sentiment was quite bearish); NAKD investors were disappointed as the stock returned 4.5% since the end of March (through 6/11) and underperformed the market. If you are interested in investing in large cap stocks with huge upside potential, you should check out the top 5 most popular stocks among hedge funds as most of these stocks already outperformed the market in 2021.\nGet real-time email alerts: Follow Naked Brand Group Inc. (OTCMKTS:NAKD)\nDisclosure: None. This article was originally published at Insider Monkey.\nFollow Insider Monkey on Twitter\n Related Content \n\nHow to Best Use Insider Monkey To Increase Your Returns\n10 Best Manufacturing Stocks To Buy Now\n19 Largest Construction Companies In the World","news_type":1},"isVote":1,"tweetType":1,"viewCount":2025,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375830813,"gmtCreate":1619321329532,"gmtModify":1619321329532,"author":{"id":"134093922829533","authorId":"134093922829533","name":"星期十五","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"顶格没意见。罚五十也就罢了。为啥还要强调下顶格处罚。是为了安抚人心么","listText":"顶格没意见。罚五十也就罢了。为啥还要强调下顶格处罚。是为了安抚人心么","text":"顶格没意见。罚五十也就罢了。为啥还要强调下顶格处罚。是为了安抚人心么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375830813","repostId":"1115957936","repostType":4,"isVote":1,"tweetType":1,"viewCount":1479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336493621,"gmtCreate":1610120687763,"gmtModify":1703742944911,"author":{"id":"134093922829533","authorId":"134093922829533","name":"星期十五","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NCTY\">$第九城市(NCTY)$</a>刺激","listText":"<a href=\"https://laohu8.com/S/NCTY\">$第九城市(NCTY)$</a>刺激","text":"$第九城市(NCTY)$刺激","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336493621","isVote":1,"tweetType":1,"viewCount":1636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331724752,"gmtCreate":1609770875876,"gmtModify":1703740357042,"author":{"id":"134093922829533","authorId":"134093922829533","name":"星期十五","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NCTY\">$第九城市(NCTY)$</a>为啥停牌了","listText":"<a href=\"https://laohu8.com/S/NCTY\">$第九城市(NCTY)$</a>为啥停牌了","text":"$第九城市(NCTY)$为啥停牌了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/331724752","isVote":1,"tweetType":1,"viewCount":2932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":965677300,"gmtCreate":1584009875100,"gmtModify":1704352418789,"author":{"id":"134093922829533","authorId":"134093922829533","name":"星期十五","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>听说吸食大嘛能治病","listText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>听说吸食大嘛能治病","text":"$Tilray Inc.(TLRY)$听说吸食大嘛能治病","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/965677300","isVote":1,"tweetType":1,"viewCount":2428,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3484160696703965","authorId":"3484160696703965","name":"人生就是赌","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"对,治精神病[捂脸][捂脸][捂脸]","text":"对,治精神病[捂脸][捂脸][捂脸]","html":"对,治精神病[捂脸][捂脸][捂脸]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":919427105,"gmtCreate":1576874204107,"gmtModify":1704272633362,"author":{"id":"134093922829533","authorId":"134093922829533","name":"星期十五","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"不折腾","listText":"不折腾","text":"不折腾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/919427105","repostId":"1138906014","repostType":4,"repost":{"id":"1138906014","weMediaInfo":{"introduction":"坚守初心,不随俗流。用一颗匠子心打造一个具有广度、深度、高度、温度的港股交流圈","home_visible":1,"media_name":"丫丫港股圈","id":"1055767104","head_image":"https://static.tigerbbs.com/e72e80eef358bde27914deb6b2315953"},"pubTimestamp":1576849447,"share":"https://www.laohu8.com/m/news/1138906014?lang=&edition=full","pubTime":"2019-12-20 21:44","market":"us","language":"zh","title":"澳门逆袭二十年:教科书级别的闷声发大财","url":"https://stock-news.laohu8.com/highlight/detail?id=1138906014","media":"丫丫港股圈","summary":"在电影《妈阁有座城》里面,有个片段是房地产商段先生和华仔在澳门进行豪赌,赢了就一铺翻本。虽然段先生一度手气非常好,但却由于一次误判捉错路,最终倾家荡产。\n\n人生其实也像一场局,每分每秒都在揭盅,我们做","content":"<p><span>在电影《妈阁有座城》里面,有个片段是房地产商段先生和华仔在澳门进行豪赌,赢了就一铺翻本。虽然段先生一度手气非常好,但却由于一次误判捉错路,最终倾家荡产。</span></p>\n<p><img src=\"https://static.tigerbbs.com/e1b8956a50bab1cb56b37fcb12a639df\"></p>\n<p><span>人生其实也像一场局,每分每秒都在揭盅,我们做的每一个决定都是一次下注。</span></p>\n<p><span>局面的走向,随时可能由下一张牌所改变。</span></p>\n<p><span>今天是澳门回归20周年,澳门政府将宣布一系列利好政策。</span></p>\n<p><span>这一次,\"荷官\"又发牌了,澳门还会继续闷声发大财吗?</span></p>\n<p><b><span>牌面</span></b></p>\n<p><span>在知乎上查找:\"在澳门生活是一种怎样的体验\",你可以找到各种各样的回答,读完这些回答的感受只有两个字:悠闲。</span></p>\n<p><span>和香港不一样,澳门很小,占地只有32.9平方公里,就算是我们深圳的南山区,也有5个澳门大。在澳门只要办一个赛车比赛,或者举办一个公益马拉松,整个交通都会几乎陷入瘫痪。</span></p>\n<p><img src=\"https://static.tigerbbs.com/0e635cda2340aba0304bd19fa854ee4d\"></p>\n<p><span>澳门的生活节奏不是很快,慢吞吞的过完一天时间,是这里的常态。由于主要业务是旅游娱乐业,这里上班时间一般比内地晚两个小时,十点开工,十二点关门,对于游客来说,刚刚好。</span></p>\n<p><span>无论是商场里的店员,还是马路边的街坊,对待游客都很亲切,全然没有优越感。她们闲的时候甚至会跟你扯家常,即使你最终没在那家消费,也会受到很好的待遇。</span></p>\n<p><b><span>而就是这样一个面积狭小,民风淳朴的宜居城市,却同时是人均GDP全球第二高的城市。</span></b></p>\n<p><span>回归二十年,澳门生产总值从1999年的519亿澳门元大幅增至2018年的4447亿澳门元,人均GDP也由1999年的1.55万美元,跃升至2018年的9.2万美元,位列世界第二。</span></p>\n<p><span>回归后,澳门依然保持独立关税区和自由港地位,享有良好的税率和独立的司法,加上中国政府的背书,澳门加入的国际组织从50多个增加到100多个,成为很多海内外商人的贸易中转站。</span></p>\n<p><span>2003年之后,澳门自由行进一步带旺了澳门的旅游、菠菜、零售行业。从2002到2011年,澳门菠菜业收入从235亿澳门元上升至2691亿澳门元,9年增加11倍。</span></p>\n<p><b><span>总体来说,澳门回归二十年,在经济上取得显著的进步。但是在形式上,相比隔壁香港的躁动不安,澳门更愿意闷声发财。</span></b></p>\n<p><span>这里面的最主要的原因,是两者不一样的心态。香港回归时,贵为亚洲四小龙,在英国的统治下蒸蒸日上;而澳门回归时,由于葡萄牙政府放弃治疗,黑帮们趁政治真空疯狂火拼,给澳门留下了史上最黑暗的四年。</span></p>\n<p><img src=\"https://static.tigerbbs.com/8ff984cc10b7b52a59adcb8a18b14128\"></p>\n<p><span>比如说当时澳门势力最大的黑社会头目尹国驹(绰号\"崩牙驹\")。澳门回归前,尹国驹统领着遍布于港澳地区的10万门徒,控制了澳门的诸多赌场、酒店,被澳门百姓称为\"地下澳督\"。</span></p>\n<p><span>在距离澳门回归仅有两年时,澳葡当局曾经为了加强社会治安,大力扫荡黑帮。尹国驹当然不甘示弱,马上命人投掷炸弹,袭击下令澳门扫黑的澳葡当局二号人物白德安。后者侥幸存命,但座驾被炸毁,澳门警察总部大楼,也被尹国驹的手下掷入炸弹。</span></p>\n<p><span>澳门黑帮的猖獗,可见一斑。当时的澳门人民深受其害,民不聊生。</span></p>\n<p><img src=\"https://static.tigerbbs.com/7943669fa967a1a6ff96ce5d1d9388c8\"></p>\n<p><span>1999年12月20零时,澳门回归中国,随后解放军火速进驻澳门,将\"崩牙驹\"等大佬一一逮捕,澳门本地的杀入案在一年内由37桩降至1桩,社会治安情况明显好转。</span></p>\n<p><b><span>深受黑帮之害的澳门人民,深知安定的社会环境有多重要</span></b><span>,对于回归,他们更多的是感恩,而不是抗拒。</span></p>\n<p><span>澳门回归之后,治安环境明显改善,澳门市民安居乐业,经济水平快速攀升。最后,这些又正向反馈到市民的福利水平上。</span></p>\n<p><span>目前,澳门的福利水平排名全球前列,一位65岁以上的老人每月可领的养老金,林林总总可以到6099澳门元;婴幼儿可享受5260元出生津贴、涵盖13种疾病的免费疫苗,同时幼儿园到高中的15年免费教育,并按学年发放多种补贴。</span></p>\n<p><b><span>老有所养,幼有所依,年轻人自然可以放开手拼搏</span></b><span>。虽然澳门房价也高,市民生活也有压力,却不会像香港那样出现社会撕裂的情况。</span></p>\n<p><span>这场一国两制的试验,香港和澳门用了两种不同的方式演绎,效果如何,见仁见智。</span></p>\n<p><b><span>以上这些就是澳门的\"牌面\",面积虽然小,但是宜居,政治稳定,市民安居乐业。</span></b></p>\n<p><b><span>发牌</span></b></p>\n<p><span>其实,澳门的\"起手牌\"并不好,能有现在这样的\"牌面\",离不开国家不断的\"喂牌\"。</span></p>\n<p><span>首先是自身的缺陷:面积太小。澳门占地只有32.9平方公里,人口仅有62万人,市场空间过小决定了其无法发展太多产业。</span></p>\n<p><span>这也是郑裕彤、何鸿燊等一众从澳门发迹的富豪,在上世纪60年代纷纷转战香港的原因。</span></p>\n<p><img src=\"https://static.tigerbbs.com/74ee6630103e044aabf8e76f0745c47a\"></p>\n<p><b><span>所以国家给澳门发的第一张牌就是基础设施的建设。</span></b></p>\n<p><span>回归之后,内地各省市纷纷加大与澳门特区的合作。资料显示,维持澳门正常运转的90%以上的淡水、60%左右的电力、80%的粮食和几乎全部的活禽蔬菜,均由内地省市常年不断地供应。</span></p>\n<p><span>除了物资补给,国家在澳门的交通建设上不遗余力。除了花费巨资修建港珠澳大桥,自2012年2月21日开始动工的澳门轻轨氹仔线正式投入运营,该线连接了澳门海、陆、空三个重要口岸,将极大方便当地居民及游客的交通出行。</span></p>\n<p><span>更重要的是,据横琴新区有关负责人透露,横琴新口岸在本月20日预期将具备全面通关条件,但具体开通时间仍需经国家批准。横琴岛面积三倍于澳门现有面积,对地皮紧张的澳门来说,若能加速与横琴融为一体,澳门地理上的劣势将被修补。</span></p>\n<p><b><span>面积小导致的产业结构单一,是澳门的第二个问题。目前,菠菜业占据了澳门接近一半的GDP,针对这个问题,国家发给澳门的第二张牌是发展澳门的金融产业。</span></b></p>\n<p><span>近年来, 国家一直在为澳门创造机会。2018年12月12日,中华(澳门)金融资产交易股份有限公司(简称“澳金所”、“MOX”等)正式挂牌成立,这是一家以债券发行和交易为业务主体的金融资产交易中心。</span></p>\n<p><span>澳金所成立之后,澳门<a href=\"https://laohu8.com/S/IBOC\">国际银行</a>、<a href=\"https://laohu8.com/S/601988\">中国银行</a>、中国农业发展银行陆续在澳金所上面发行人民币债券,发行债券的目的很大程度上是稳定澳门的离岸人民币市场。</span></p>\n<p><span>货币的汇率决定于利率,而利率,在市场化条件下,取决于政府债券的收益率。中国政府在澳门发行离岸人民币债券,本质上将为澳门的离岸人民币提供定价值锚。</span></p>\n<p><span>因此,澳金所的成立,一方面为企业提供了直接融资的渠道,另一方面为澳门离岸人民币提供定价机制,</span><span><b>而最终的影响,就是做大澳门的金融市场,提高澳门市场的离岸人民币容量。</b></span></p>\n<p><b><span>这两张牌发下来,澳门的\"牌面\"开始有赢家相,但最后能否顺利\"吃糊\",还要看最后一张牌:澳门证券交易所能否建立。</span></b></p>\n<p><img src=\"https://static.tigerbbs.com/bdfc7908864429bba4687c4688d8ce63\"></p>\n<p><span>早在今年10月份,在广州举行的“第八届岭南论坛”上,广州省地方金融监管局党组书记何晓军曾说过,希望将澳门证券交易所打造成人民币离岸市场的纳斯达克。</span></p>\n<p><span>假如能成功建立澳门证券交易所,澳门将撕掉赌城的标签,一跃成为另外一个离岸人民币金融中心,经济、国际地位都将获益。中国的企业也将多一个融资的地方,逐步摆脱对纳斯达克的依赖。</span></p>\n<p><span>诚然,澳门成为金融中心,法律系统、离岸人民币数量都是掣肘。但是,这些问题,实际上都是可以解决的,只要国家的决心够大。</span></p>\n<p><b><span>据路透社消息,澳门回归二十周年有关庆典的时候,有可能向澳门派发这张重要的\"牌\"。未来,牌局的走势如何,我们拭目以待。</span></b></p>\n<p><b><span>下注</span></b></p>\n<p><span>既然澳门的\"牌面\"不错,\"手风\"也似乎可以,那么投资者该如何下注澳门呢?</span></p>\n<p><span>下注之前,我们先看看在赌什么?</span></p>\n<p><img src=\"https://static.tigerbbs.com/422d3a25224a4cd3f5fae62981233f5e\"></p>\n<p><b><span>澳门要建证券交易所,配套设施不能少</span></b><span>,比如投行、券商、银行等等,无论是人、场地还是服务,都必然要从零开始建设,届时,资金、人才都会涌入澳门。</span></p>\n<p><b><span>澳交所建好后,第二步就入货</span></b><span>。目前广东省有4.5万家国家级高新技术企业,但其中的上市公司只有600家,上市公司数仅占国家级高新技术企业的1.8%,上市需求巨大。</span></p>\n<p><span>这些企业中,大部分在资金体量、盈利能力等方面暂没有进入沪深证券交易所上市的机会。而假如要到纳斯达克或者港交所上市,结合近一年来贸易战带来的摩擦和香港的暴乱,始终有些受制于人的感觉。</span></p>\n<p><span>而澳门,既有距离上的优势,又有良好的司法和体制,将是这批公司融资的最好去处。</span></p>\n<p><b><span>交易所建好,公司摆上货架,第三步就要开门接客</span></b><span>。澳交所有了好的投资标的,大量手持人民币的外国友人,势必会冲到澳门疯狂撒币。那么无论是澳门的金融业、旅游业,国内急需融资的高新技术企业,都会从中收益。</span></p>\n<p><span>无论从哪个环节来看,澳门都有很大的发展空间。</span></p>\n<p><b><span>所以,我们要赌的,就是澳门交易所建立好带来的改变</span></b><span>。无论是金融设施的建设,还是人才资金涌入后,对澳门房价的影响,又或者是国内公司赴澳上市的发展红利,这种种的变化,都蕴藏着巨大的机会。</span></p>\n<p><img src=\"https://static.tigerbbs.com/54dba6cf12f6a335fe8e16b6b4d056be\"></p>\n<p><b><span>看完回报,我们再来看看赔率:建立交易所的概率有多大。</span></b></p>\n<p><span>首先,人民币国际化是势在必行的,离岸交易中心也是必需的。过去数十年,美国不断的靠\"美元霸权\"在全世界吸血,特别是经历过去一整年的贸易摩擦,我国更需要推动人民币国际化,建立离岸交易中心,将主导权掌握在自己手里面。</span></p>\n<p><span>但是为什么要选择澳门呢?</span></p>\n<p><span>维基百科上对</span><span><b>离岸金融</b></span><span>是这样定义的:离岸金融是指设在某国境内但与该国金融无甚联系,且不受该国金融法规管制的金融机构所进行的资金融通活动。</span></p>\n<p><span>由于国内在金融上有管制,所以国内两大交易所所在地上海和深圳基本可以被排除,潜在的离岸中心只剩下香港和澳门。而近半年,香港的暴乱事件如鲠在喉,假如在香港成立股票交易所,总有受制于人的感觉。</span></p>\n<p><img src=\"https://static.tigerbbs.com/e8c6a394e981885a391d21cd0b91e3c8\"></p>\n<p><span>澳门作为经济特区,和香港一样背靠大湾区,本身也拥有极高的货币自由度和流通性,同时,在法律上,澳门享有高度自治,其司法制度更容易被国外投资者接受。</span></p>\n<p><span>但是在政治上,澳门远比香港要稳定,同时还是面向葡萄牙、西班牙等拉美系国家的窗口。</span><b><span>在这里建立中国的纳斯达克,也许真的比香港更合适。</span></b></p>\n<p><span>澳门,也许马上要迎来他们的新\"赌场\"了。</span></p>\n<p><b><span>总结</span></b></p>\n<p><span>人最怕的,其实不是输钱,而是抓了几张本不属于自己的牌,侥幸赢钱。</span></p>\n<p><span>可这些从命运手里偷来的好牌不属于你,早晚要输回给命运。只有到那个时候,你才会知道代价有多大。</span></p>\n<p><img src=\"https://static.tigerbbs.com/79234c557e2a046ffa26313fae52c09b\"></p>\n<p><span>香港、澳门都是一张桌子上的赌客,发牌的荷官是我们强大的祖国。过去几十年,相比手风顺、牌风浪的香港兄弟,澳门兄弟虽然起手牌不好,但是由于荷官发牌发得好,也能闷声发大财。</span></p>\n<p><span>打的回合多了,澳门兄弟逐渐明白了一个道理:这个桌上赌的,不是牌,是国运。</span></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>澳门逆袭二十年:教科书级别的闷声发大财</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澳门逆袭二十年:教科书级别的闷声发大财\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1055767104\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e72e80eef358bde27914deb6b2315953);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">丫丫港股圈 </p>\n<p class=\"h-time\">2019-12-20 21:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><span>在电影《妈阁有座城》里面,有个片段是房地产商段先生和华仔在澳门进行豪赌,赢了就一铺翻本。虽然段先生一度手气非常好,但却由于一次误判捉错路,最终倾家荡产。</span></p>\n<p><img src=\"https://static.tigerbbs.com/e1b8956a50bab1cb56b37fcb12a639df\"></p>\n<p><span>人生其实也像一场局,每分每秒都在揭盅,我们做的每一个决定都是一次下注。</span></p>\n<p><span>局面的走向,随时可能由下一张牌所改变。</span></p>\n<p><span>今天是澳门回归20周年,澳门政府将宣布一系列利好政策。</span></p>\n<p><span>这一次,\"荷官\"又发牌了,澳门还会继续闷声发大财吗?</span></p>\n<p><b><span>牌面</span></b></p>\n<p><span>在知乎上查找:\"在澳门生活是一种怎样的体验\",你可以找到各种各样的回答,读完这些回答的感受只有两个字:悠闲。</span></p>\n<p><span>和香港不一样,澳门很小,占地只有32.9平方公里,就算是我们深圳的南山区,也有5个澳门大。在澳门只要办一个赛车比赛,或者举办一个公益马拉松,整个交通都会几乎陷入瘫痪。</span></p>\n<p><img src=\"https://static.tigerbbs.com/0e635cda2340aba0304bd19fa854ee4d\"></p>\n<p><span>澳门的生活节奏不是很快,慢吞吞的过完一天时间,是这里的常态。由于主要业务是旅游娱乐业,这里上班时间一般比内地晚两个小时,十点开工,十二点关门,对于游客来说,刚刚好。</span></p>\n<p><span>无论是商场里的店员,还是马路边的街坊,对待游客都很亲切,全然没有优越感。她们闲的时候甚至会跟你扯家常,即使你最终没在那家消费,也会受到很好的待遇。</span></p>\n<p><b><span>而就是这样一个面积狭小,民风淳朴的宜居城市,却同时是人均GDP全球第二高的城市。</span></b></p>\n<p><span>回归二十年,澳门生产总值从1999年的519亿澳门元大幅增至2018年的4447亿澳门元,人均GDP也由1999年的1.55万美元,跃升至2018年的9.2万美元,位列世界第二。</span></p>\n<p><span>回归后,澳门依然保持独立关税区和自由港地位,享有良好的税率和独立的司法,加上中国政府的背书,澳门加入的国际组织从50多个增加到100多个,成为很多海内外商人的贸易中转站。</span></p>\n<p><span>2003年之后,澳门自由行进一步带旺了澳门的旅游、菠菜、零售行业。从2002到2011年,澳门菠菜业收入从235亿澳门元上升至2691亿澳门元,9年增加11倍。</span></p>\n<p><b><span>总体来说,澳门回归二十年,在经济上取得显著的进步。但是在形式上,相比隔壁香港的躁动不安,澳门更愿意闷声发财。</span></b></p>\n<p><span>这里面的最主要的原因,是两者不一样的心态。香港回归时,贵为亚洲四小龙,在英国的统治下蒸蒸日上;而澳门回归时,由于葡萄牙政府放弃治疗,黑帮们趁政治真空疯狂火拼,给澳门留下了史上最黑暗的四年。</span></p>\n<p><img src=\"https://static.tigerbbs.com/8ff984cc10b7b52a59adcb8a18b14128\"></p>\n<p><span>比如说当时澳门势力最大的黑社会头目尹国驹(绰号\"崩牙驹\")。澳门回归前,尹国驹统领着遍布于港澳地区的10万门徒,控制了澳门的诸多赌场、酒店,被澳门百姓称为\"地下澳督\"。</span></p>\n<p><span>在距离澳门回归仅有两年时,澳葡当局曾经为了加强社会治安,大力扫荡黑帮。尹国驹当然不甘示弱,马上命人投掷炸弹,袭击下令澳门扫黑的澳葡当局二号人物白德安。后者侥幸存命,但座驾被炸毁,澳门警察总部大楼,也被尹国驹的手下掷入炸弹。</span></p>\n<p><span>澳门黑帮的猖獗,可见一斑。当时的澳门人民深受其害,民不聊生。</span></p>\n<p><img src=\"https://static.tigerbbs.com/7943669fa967a1a6ff96ce5d1d9388c8\"></p>\n<p><span>1999年12月20零时,澳门回归中国,随后解放军火速进驻澳门,将\"崩牙驹\"等大佬一一逮捕,澳门本地的杀入案在一年内由37桩降至1桩,社会治安情况明显好转。</span></p>\n<p><b><span>深受黑帮之害的澳门人民,深知安定的社会环境有多重要</span></b><span>,对于回归,他们更多的是感恩,而不是抗拒。</span></p>\n<p><span>澳门回归之后,治安环境明显改善,澳门市民安居乐业,经济水平快速攀升。最后,这些又正向反馈到市民的福利水平上。</span></p>\n<p><span>目前,澳门的福利水平排名全球前列,一位65岁以上的老人每月可领的养老金,林林总总可以到6099澳门元;婴幼儿可享受5260元出生津贴、涵盖13种疾病的免费疫苗,同时幼儿园到高中的15年免费教育,并按学年发放多种补贴。</span></p>\n<p><b><span>老有所养,幼有所依,年轻人自然可以放开手拼搏</span></b><span>。虽然澳门房价也高,市民生活也有压力,却不会像香港那样出现社会撕裂的情况。</span></p>\n<p><span>这场一国两制的试验,香港和澳门用了两种不同的方式演绎,效果如何,见仁见智。</span></p>\n<p><b><span>以上这些就是澳门的\"牌面\",面积虽然小,但是宜居,政治稳定,市民安居乐业。</span></b></p>\n<p><b><span>发牌</span></b></p>\n<p><span>其实,澳门的\"起手牌\"并不好,能有现在这样的\"牌面\",离不开国家不断的\"喂牌\"。</span></p>\n<p><span>首先是自身的缺陷:面积太小。澳门占地只有32.9平方公里,人口仅有62万人,市场空间过小决定了其无法发展太多产业。</span></p>\n<p><span>这也是郑裕彤、何鸿燊等一众从澳门发迹的富豪,在上世纪60年代纷纷转战香港的原因。</span></p>\n<p><img src=\"https://static.tigerbbs.com/74ee6630103e044aabf8e76f0745c47a\"></p>\n<p><b><span>所以国家给澳门发的第一张牌就是基础设施的建设。</span></b></p>\n<p><span>回归之后,内地各省市纷纷加大与澳门特区的合作。资料显示,维持澳门正常运转的90%以上的淡水、60%左右的电力、80%的粮食和几乎全部的活禽蔬菜,均由内地省市常年不断地供应。</span></p>\n<p><span>除了物资补给,国家在澳门的交通建设上不遗余力。除了花费巨资修建港珠澳大桥,自2012年2月21日开始动工的澳门轻轨氹仔线正式投入运营,该线连接了澳门海、陆、空三个重要口岸,将极大方便当地居民及游客的交通出行。</span></p>\n<p><span>更重要的是,据横琴新区有关负责人透露,横琴新口岸在本月20日预期将具备全面通关条件,但具体开通时间仍需经国家批准。横琴岛面积三倍于澳门现有面积,对地皮紧张的澳门来说,若能加速与横琴融为一体,澳门地理上的劣势将被修补。</span></p>\n<p><b><span>面积小导致的产业结构单一,是澳门的第二个问题。目前,菠菜业占据了澳门接近一半的GDP,针对这个问题,国家发给澳门的第二张牌是发展澳门的金融产业。</span></b></p>\n<p><span>近年来, 国家一直在为澳门创造机会。2018年12月12日,中华(澳门)金融资产交易股份有限公司(简称“澳金所”、“MOX”等)正式挂牌成立,这是一家以债券发行和交易为业务主体的金融资产交易中心。</span></p>\n<p><span>澳金所成立之后,澳门<a href=\"https://laohu8.com/S/IBOC\">国际银行</a>、<a href=\"https://laohu8.com/S/601988\">中国银行</a>、中国农业发展银行陆续在澳金所上面发行人民币债券,发行债券的目的很大程度上是稳定澳门的离岸人民币市场。</span></p>\n<p><span>货币的汇率决定于利率,而利率,在市场化条件下,取决于政府债券的收益率。中国政府在澳门发行离岸人民币债券,本质上将为澳门的离岸人民币提供定价值锚。</span></p>\n<p><span>因此,澳金所的成立,一方面为企业提供了直接融资的渠道,另一方面为澳门离岸人民币提供定价机制,</span><span><b>而最终的影响,就是做大澳门的金融市场,提高澳门市场的离岸人民币容量。</b></span></p>\n<p><b><span>这两张牌发下来,澳门的\"牌面\"开始有赢家相,但最后能否顺利\"吃糊\",还要看最后一张牌:澳门证券交易所能否建立。</span></b></p>\n<p><img src=\"https://static.tigerbbs.com/bdfc7908864429bba4687c4688d8ce63\"></p>\n<p><span>早在今年10月份,在广州举行的“第八届岭南论坛”上,广州省地方金融监管局党组书记何晓军曾说过,希望将澳门证券交易所打造成人民币离岸市场的纳斯达克。</span></p>\n<p><span>假如能成功建立澳门证券交易所,澳门将撕掉赌城的标签,一跃成为另外一个离岸人民币金融中心,经济、国际地位都将获益。中国的企业也将多一个融资的地方,逐步摆脱对纳斯达克的依赖。</span></p>\n<p><span>诚然,澳门成为金融中心,法律系统、离岸人民币数量都是掣肘。但是,这些问题,实际上都是可以解决的,只要国家的决心够大。</span></p>\n<p><b><span>据路透社消息,澳门回归二十周年有关庆典的时候,有可能向澳门派发这张重要的\"牌\"。未来,牌局的走势如何,我们拭目以待。</span></b></p>\n<p><b><span>下注</span></b></p>\n<p><span>既然澳门的\"牌面\"不错,\"手风\"也似乎可以,那么投资者该如何下注澳门呢?</span></p>\n<p><span>下注之前,我们先看看在赌什么?</span></p>\n<p><img src=\"https://static.tigerbbs.com/422d3a25224a4cd3f5fae62981233f5e\"></p>\n<p><b><span>澳门要建证券交易所,配套设施不能少</span></b><span>,比如投行、券商、银行等等,无论是人、场地还是服务,都必然要从零开始建设,届时,资金、人才都会涌入澳门。</span></p>\n<p><b><span>澳交所建好后,第二步就入货</span></b><span>。目前广东省有4.5万家国家级高新技术企业,但其中的上市公司只有600家,上市公司数仅占国家级高新技术企业的1.8%,上市需求巨大。</span></p>\n<p><span>这些企业中,大部分在资金体量、盈利能力等方面暂没有进入沪深证券交易所上市的机会。而假如要到纳斯达克或者港交所上市,结合近一年来贸易战带来的摩擦和香港的暴乱,始终有些受制于人的感觉。</span></p>\n<p><span>而澳门,既有距离上的优势,又有良好的司法和体制,将是这批公司融资的最好去处。</span></p>\n<p><b><span>交易所建好,公司摆上货架,第三步就要开门接客</span></b><span>。澳交所有了好的投资标的,大量手持人民币的外国友人,势必会冲到澳门疯狂撒币。那么无论是澳门的金融业、旅游业,国内急需融资的高新技术企业,都会从中收益。</span></p>\n<p><span>无论从哪个环节来看,澳门都有很大的发展空间。</span></p>\n<p><b><span>所以,我们要赌的,就是澳门交易所建立好带来的改变</span></b><span>。无论是金融设施的建设,还是人才资金涌入后,对澳门房价的影响,又或者是国内公司赴澳上市的发展红利,这种种的变化,都蕴藏着巨大的机会。</span></p>\n<p><img src=\"https://static.tigerbbs.com/54dba6cf12f6a335fe8e16b6b4d056be\"></p>\n<p><b><span>看完回报,我们再来看看赔率:建立交易所的概率有多大。</span></b></p>\n<p><span>首先,人民币国际化是势在必行的,离岸交易中心也是必需的。过去数十年,美国不断的靠\"美元霸权\"在全世界吸血,特别是经历过去一整年的贸易摩擦,我国更需要推动人民币国际化,建立离岸交易中心,将主导权掌握在自己手里面。</span></p>\n<p><span>但是为什么要选择澳门呢?</span></p>\n<p><span>维基百科上对</span><span><b>离岸金融</b></span><span>是这样定义的:离岸金融是指设在某国境内但与该国金融无甚联系,且不受该国金融法规管制的金融机构所进行的资金融通活动。</span></p>\n<p><span>由于国内在金融上有管制,所以国内两大交易所所在地上海和深圳基本可以被排除,潜在的离岸中心只剩下香港和澳门。而近半年,香港的暴乱事件如鲠在喉,假如在香港成立股票交易所,总有受制于人的感觉。</span></p>\n<p><img src=\"https://static.tigerbbs.com/e8c6a394e981885a391d21cd0b91e3c8\"></p>\n<p><span>澳门作为经济特区,和香港一样背靠大湾区,本身也拥有极高的货币自由度和流通性,同时,在法律上,澳门享有高度自治,其司法制度更容易被国外投资者接受。</span></p>\n<p><span>但是在政治上,澳门远比香港要稳定,同时还是面向葡萄牙、西班牙等拉美系国家的窗口。</span><b><span>在这里建立中国的纳斯达克,也许真的比香港更合适。</span></b></p>\n<p><span>澳门,也许马上要迎来他们的新\"赌场\"了。</span></p>\n<p><b><span>总结</span></b></p>\n<p><span>人最怕的,其实不是输钱,而是抓了几张本不属于自己的牌,侥幸赢钱。</span></p>\n<p><span>可这些从命运手里偷来的好牌不属于你,早晚要输回给命运。只有到那个时候,你才会知道代价有多大。</span></p>\n<p><img src=\"https://static.tigerbbs.com/79234c557e2a046ffa26313fae52c09b\"></p>\n<p><span>香港、澳门都是一张桌子上的赌客,发牌的荷官是我们强大的祖国。过去几十年,相比手风顺、牌风浪的香港兄弟,澳门兄弟虽然起手牌不好,但是由于荷官发牌发得好,也能闷声发大财。</span></p>\n<p><span>打的回合多了,澳门兄弟逐渐明白了一个道理:这个桌上赌的,不是牌,是国运。</span></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e7dd3078d67c11a6381688213d0b273","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138906014","content_text":"在电影《妈阁有座城》里面,有个片段是房地产商段先生和华仔在澳门进行豪赌,赢了就一铺翻本。虽然段先生一度手气非常好,但却由于一次误判捉错路,最终倾家荡产。\n\n人生其实也像一场局,每分每秒都在揭盅,我们做的每一个决定都是一次下注。\n局面的走向,随时可能由下一张牌所改变。\n今天是澳门回归20周年,澳门政府将宣布一系列利好政策。\n这一次,\"荷官\"又发牌了,澳门还会继续闷声发大财吗?\n牌面\n在知乎上查找:\"在澳门生活是一种怎样的体验\",你可以找到各种各样的回答,读完这些回答的感受只有两个字:悠闲。\n和香港不一样,澳门很小,占地只有32.9平方公里,就算是我们深圳的南山区,也有5个澳门大。在澳门只要办一个赛车比赛,或者举办一个公益马拉松,整个交通都会几乎陷入瘫痪。\n\n澳门的生活节奏不是很快,慢吞吞的过完一天时间,是这里的常态。由于主要业务是旅游娱乐业,这里上班时间一般比内地晚两个小时,十点开工,十二点关门,对于游客来说,刚刚好。\n无论是商场里的店员,还是马路边的街坊,对待游客都很亲切,全然没有优越感。她们闲的时候甚至会跟你扯家常,即使你最终没在那家消费,也会受到很好的待遇。\n而就是这样一个面积狭小,民风淳朴的宜居城市,却同时是人均GDP全球第二高的城市。\n回归二十年,澳门生产总值从1999年的519亿澳门元大幅增至2018年的4447亿澳门元,人均GDP也由1999年的1.55万美元,跃升至2018年的9.2万美元,位列世界第二。\n回归后,澳门依然保持独立关税区和自由港地位,享有良好的税率和独立的司法,加上中国政府的背书,澳门加入的国际组织从50多个增加到100多个,成为很多海内外商人的贸易中转站。\n2003年之后,澳门自由行进一步带旺了澳门的旅游、菠菜、零售行业。从2002到2011年,澳门菠菜业收入从235亿澳门元上升至2691亿澳门元,9年增加11倍。\n总体来说,澳门回归二十年,在经济上取得显著的进步。但是在形式上,相比隔壁香港的躁动不安,澳门更愿意闷声发财。\n这里面的最主要的原因,是两者不一样的心态。香港回归时,贵为亚洲四小龙,在英国的统治下蒸蒸日上;而澳门回归时,由于葡萄牙政府放弃治疗,黑帮们趁政治真空疯狂火拼,给澳门留下了史上最黑暗的四年。\n\n比如说当时澳门势力最大的黑社会头目尹国驹(绰号\"崩牙驹\")。澳门回归前,尹国驹统领着遍布于港澳地区的10万门徒,控制了澳门的诸多赌场、酒店,被澳门百姓称为\"地下澳督\"。\n在距离澳门回归仅有两年时,澳葡当局曾经为了加强社会治安,大力扫荡黑帮。尹国驹当然不甘示弱,马上命人投掷炸弹,袭击下令澳门扫黑的澳葡当局二号人物白德安。后者侥幸存命,但座驾被炸毁,澳门警察总部大楼,也被尹国驹的手下掷入炸弹。\n澳门黑帮的猖獗,可见一斑。当时的澳门人民深受其害,民不聊生。\n\n1999年12月20零时,澳门回归中国,随后解放军火速进驻澳门,将\"崩牙驹\"等大佬一一逮捕,澳门本地的杀入案在一年内由37桩降至1桩,社会治安情况明显好转。\n深受黑帮之害的澳门人民,深知安定的社会环境有多重要,对于回归,他们更多的是感恩,而不是抗拒。\n澳门回归之后,治安环境明显改善,澳门市民安居乐业,经济水平快速攀升。最后,这些又正向反馈到市民的福利水平上。\n目前,澳门的福利水平排名全球前列,一位65岁以上的老人每月可领的养老金,林林总总可以到6099澳门元;婴幼儿可享受5260元出生津贴、涵盖13种疾病的免费疫苗,同时幼儿园到高中的15年免费教育,并按学年发放多种补贴。\n老有所养,幼有所依,年轻人自然可以放开手拼搏。虽然澳门房价也高,市民生活也有压力,却不会像香港那样出现社会撕裂的情况。\n这场一国两制的试验,香港和澳门用了两种不同的方式演绎,效果如何,见仁见智。\n以上这些就是澳门的\"牌面\",面积虽然小,但是宜居,政治稳定,市民安居乐业。\n发牌\n其实,澳门的\"起手牌\"并不好,能有现在这样的\"牌面\",离不开国家不断的\"喂牌\"。\n首先是自身的缺陷:面积太小。澳门占地只有32.9平方公里,人口仅有62万人,市场空间过小决定了其无法发展太多产业。\n这也是郑裕彤、何鸿燊等一众从澳门发迹的富豪,在上世纪60年代纷纷转战香港的原因。\n\n所以国家给澳门发的第一张牌就是基础设施的建设。\n回归之后,内地各省市纷纷加大与澳门特区的合作。资料显示,维持澳门正常运转的90%以上的淡水、60%左右的电力、80%的粮食和几乎全部的活禽蔬菜,均由内地省市常年不断地供应。\n除了物资补给,国家在澳门的交通建设上不遗余力。除了花费巨资修建港珠澳大桥,自2012年2月21日开始动工的澳门轻轨氹仔线正式投入运营,该线连接了澳门海、陆、空三个重要口岸,将极大方便当地居民及游客的交通出行。\n更重要的是,据横琴新区有关负责人透露,横琴新口岸在本月20日预期将具备全面通关条件,但具体开通时间仍需经国家批准。横琴岛面积三倍于澳门现有面积,对地皮紧张的澳门来说,若能加速与横琴融为一体,澳门地理上的劣势将被修补。\n面积小导致的产业结构单一,是澳门的第二个问题。目前,菠菜业占据了澳门接近一半的GDP,针对这个问题,国家发给澳门的第二张牌是发展澳门的金融产业。\n近年来, 国家一直在为澳门创造机会。2018年12月12日,中华(澳门)金融资产交易股份有限公司(简称“澳金所”、“MOX”等)正式挂牌成立,这是一家以债券发行和交易为业务主体的金融资产交易中心。\n澳金所成立之后,澳门国际银行、中国银行、中国农业发展银行陆续在澳金所上面发行人民币债券,发行债券的目的很大程度上是稳定澳门的离岸人民币市场。\n货币的汇率决定于利率,而利率,在市场化条件下,取决于政府债券的收益率。中国政府在澳门发行离岸人民币债券,本质上将为澳门的离岸人民币提供定价值锚。\n因此,澳金所的成立,一方面为企业提供了直接融资的渠道,另一方面为澳门离岸人民币提供定价机制,而最终的影响,就是做大澳门的金融市场,提高澳门市场的离岸人民币容量。\n这两张牌发下来,澳门的\"牌面\"开始有赢家相,但最后能否顺利\"吃糊\",还要看最后一张牌:澳门证券交易所能否建立。\n\n早在今年10月份,在广州举行的“第八届岭南论坛”上,广州省地方金融监管局党组书记何晓军曾说过,希望将澳门证券交易所打造成人民币离岸市场的纳斯达克。\n假如能成功建立澳门证券交易所,澳门将撕掉赌城的标签,一跃成为另外一个离岸人民币金融中心,经济、国际地位都将获益。中国的企业也将多一个融资的地方,逐步摆脱对纳斯达克的依赖。\n诚然,澳门成为金融中心,法律系统、离岸人民币数量都是掣肘。但是,这些问题,实际上都是可以解决的,只要国家的决心够大。\n据路透社消息,澳门回归二十周年有关庆典的时候,有可能向澳门派发这张重要的\"牌\"。未来,牌局的走势如何,我们拭目以待。\n下注\n既然澳门的\"牌面\"不错,\"手风\"也似乎可以,那么投资者该如何下注澳门呢?\n下注之前,我们先看看在赌什么?\n\n澳门要建证券交易所,配套设施不能少,比如投行、券商、银行等等,无论是人、场地还是服务,都必然要从零开始建设,届时,资金、人才都会涌入澳门。\n澳交所建好后,第二步就入货。目前广东省有4.5万家国家级高新技术企业,但其中的上市公司只有600家,上市公司数仅占国家级高新技术企业的1.8%,上市需求巨大。\n这些企业中,大部分在资金体量、盈利能力等方面暂没有进入沪深证券交易所上市的机会。而假如要到纳斯达克或者港交所上市,结合近一年来贸易战带来的摩擦和香港的暴乱,始终有些受制于人的感觉。\n而澳门,既有距离上的优势,又有良好的司法和体制,将是这批公司融资的最好去处。\n交易所建好,公司摆上货架,第三步就要开门接客。澳交所有了好的投资标的,大量手持人民币的外国友人,势必会冲到澳门疯狂撒币。那么无论是澳门的金融业、旅游业,国内急需融资的高新技术企业,都会从中收益。\n无论从哪个环节来看,澳门都有很大的发展空间。\n所以,我们要赌的,就是澳门交易所建立好带来的改变。无论是金融设施的建设,还是人才资金涌入后,对澳门房价的影响,又或者是国内公司赴澳上市的发展红利,这种种的变化,都蕴藏着巨大的机会。\n\n看完回报,我们再来看看赔率:建立交易所的概率有多大。\n首先,人民币国际化是势在必行的,离岸交易中心也是必需的。过去数十年,美国不断的靠\"美元霸权\"在全世界吸血,特别是经历过去一整年的贸易摩擦,我国更需要推动人民币国际化,建立离岸交易中心,将主导权掌握在自己手里面。\n但是为什么要选择澳门呢?\n维基百科上对离岸金融是这样定义的:离岸金融是指设在某国境内但与该国金融无甚联系,且不受该国金融法规管制的金融机构所进行的资金融通活动。\n由于国内在金融上有管制,所以国内两大交易所所在地上海和深圳基本可以被排除,潜在的离岸中心只剩下香港和澳门。而近半年,香港的暴乱事件如鲠在喉,假如在香港成立股票交易所,总有受制于人的感觉。\n\n澳门作为经济特区,和香港一样背靠大湾区,本身也拥有极高的货币自由度和流通性,同时,在法律上,澳门享有高度自治,其司法制度更容易被国外投资者接受。\n但是在政治上,澳门远比香港要稳定,同时还是面向葡萄牙、西班牙等拉美系国家的窗口。在这里建立中国的纳斯达克,也许真的比香港更合适。\n澳门,也许马上要迎来他们的新\"赌场\"了。\n总结\n人最怕的,其实不是输钱,而是抓了几张本不属于自己的牌,侥幸赢钱。\n可这些从命运手里偷来的好牌不属于你,早晚要输回给命运。只有到那个时候,你才会知道代价有多大。\n\n香港、澳门都是一张桌子上的赌客,发牌的荷官是我们强大的祖国。过去几十年,相比手风顺、牌风浪的香港兄弟,澳门兄弟虽然起手牌不好,但是由于荷官发牌发得好,也能闷声发大财。\n打的回合多了,澳门兄弟逐渐明白了一个道理:这个桌上赌的,不是牌,是国运。","news_type":1},"isVote":1,"tweetType":1,"viewCount":634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357130,"gmtCreate":1545049050573,"gmtModify":1704784125077,"author":{"id":"134093922829533","authorId":"134093922829533","name":"星期十五","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这个表明啥","listText":"这个表明啥","text":"这个表明啥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357130","repostId":"1812151489","repostType":2,"isVote":1,"tweetType":1,"viewCount":1320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":163479,"gmtCreate":1520003221376,"gmtModify":1704889819227,"author":{"id":"134093922829533","authorId":"134093922829533","name":"星期十五","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"没救了","htmlText":"$Marathon 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href=http://www.moe.gov.cn/jyb_xwfb/gzdt_gzdt/s5987/202109/t20210907_560329.html><strong>教育部</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日,为贯彻落实中共中央办公厅、国务院办公厅印发的《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》(以下简称“双减”文件),教育部会同民政部、市场监管总局印发通知,就将面向义务教育阶段学生的学科类校外培训机构统一登记为非营利性机构工作进行部署。\n通知强调,以习近平新时代中国特色社会主义思想为指导,全面贯彻党的教育方针,坚决落实“双减”文件精神,全面规范校外培训行为。坚持社会主义办学...</p>\n\n<a href=\"http://www.moe.gov.cn/jyb_xwfb/gzdt_gzdt/s5987/202109/t20210907_560329.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/345135beac3de64238db4012117220e0","relate_stocks":{"09901":"新东方-S","GOTU":"高途","EDU":"新东方","TAL":"好未来"},"source_url":"http://www.moe.gov.cn/jyb_xwfb/gzdt_gzdt/s5987/202109/t20210907_560329.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124483079","content_text":"近日,为贯彻落实中共中央办公厅、国务院办公厅印发的《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》(以下简称“双减”文件),教育部会同民政部、市场监管总局印发通知,就将面向义务教育阶段学生的学科类校外培训机构统一登记为非营利性机构工作进行部署。\n通知强调,以习近平新时代中国特色社会主义思想为指导,全面贯彻党的教育方针,坚决落实“双减”文件精神,全面规范校外培训行为。坚持社会主义办学方向和教育公益属性,发展素质教育,保障教育公平,坚决防止侵害群众利益行为。坚持登记路径科学合理、高效便捷,明确部门职责分工,简化工作程序,加强统筹协调、部门联动。坚持依法依规、平稳有序,确保存量课程稳步消化、人员安置妥善合理、财物处置合理合法。\n通知明确,对于现有面向义务教育阶段学生的学科类校外培训机构,按照线下非营利性学科类培训机构、线下营利性学科类培训机构、线上学科类培训机构以及终止培训机构等不同情况,采取相应办法予以办理。2021年底前完成面向义务教育阶段学生的学科类校外培训机构统一登记为非营利性机构的行政审批及法人登记工作,培训机构在完成非营利性机构登记前,应暂停招生及收费行为。\n通知要求,各地要建立联合工作组,明确时间表、路线图,制定专项工作方案和工作流程,统筹协调推进面向义务教育阶段学生的学科类校外培训机构登记工作。要建立问责机制,对责任不落实、措施不到位的相关单位及责任人严肃问责,确保工作按期完成。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":163479,"gmtCreate":1520003221376,"gmtModify":1704889819227,"author":{"id":"134093922829533","authorId":"134093922829533","name":"星期十五","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"没救了","htmlText":"$Marathon 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