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巴龙
2019就要666
IP属地:北京
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巴龙
2016-11-21
等待白衣骑士快点来
$孟山都(MON)$ #晒单有奖# 成本接近106,还有解套希望么
等待白衣骑士快点来
巴龙
2016-07-26
$吉利德科学(GILD)$ 跌的有点狠
巴龙
2020-08-28
$蓝城兄弟(BLCT)$
这股废了吧,同性恋毕竟非主流
巴龙
2016-10-27
跟爱立信一个套路,哈哈哈
$诺基亚(NOK)$ 华为真是厉害,把国外巨头都搞残了,什么时候把高通也拉下水就牛逼了
跟爱立信一个套路,哈哈哈
巴龙
2021-05-28
后面说的是百度家的教育公司吧
抱歉,原内容已删除
巴龙
2017-03-14
$Adeptus Health Inc.(ADPT)$ 这股已经彻底废了吧,750万都还不起了
巴龙
2016-10-12
$Corrections Corp of America(CXW)$ 今晚为啥大涨?
巴龙
2018-01-18
$希玛眼科(03309)$太疯狂了,这是预支了未来多少年的成长?
巴龙
2020-08-26
$小鹏汽车(XPEV)$
头一次打美股,试试水
巴龙
2018-01-18
$东风集团股份(00489)$难道被哪个外资大佬相中了,真难得涨一次
巴龙
2017-05-18
为啥暴跌?
$巴西ETF-iShares MSCI(EWZ)$ 今天是啥情况,盘后放量暴跌11%
为啥暴跌?
巴龙
2016-06-30
艹
$航美传媒(AMCN)$ **大爷,最近太点背
艹
巴龙
2021-07-26
快手差不多也就值这个价
抱歉,原内容已删除
巴龙
2020-09-15
$现代牙科(03600)$
这个股也废了?
巴龙
2018-05-29
$丽珠医药(01513)$ mark一下,2017年剔除非经常性损益项目收益,主营业务实现的归属于公司股东的净利润为8.20亿元,同比增长20.16%。
巴龙
2018-04-09
$俄铝(00486)$抄底
巴龙
2018-01-26
$邮储银行(01658)$4.82把你扔了,吐血,今天太猛了点
巴龙
2017-02-15
$福思(FOSL)$ 喜欢的手表牌子,就是这股价是要让人跳楼的节奏。能抄底了么?
巴龙
2021-09-07
$滴滴(DIDI)$
滴滴加油
巴龙
2020-09-01
$广汽集团(02238)$
昨天发生了什么?
去老虎APP查看更多动态
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","text":"$滴滴(DIDI)$[看涨]","images":[{"img":"https://static.tigerbbs.com/1d0da09df6514c983a1f08e88c2fa4fc","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833350208","isVote":1,"tweetType":1,"viewCount":2558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":800969467,"gmtCreate":1627272392559,"gmtModify":1627272392559,"author":{"id":"145904269873065","authorId":"145904269873065","name":"巴龙","avatar":"https://static.tigerbbs.com/34cfa860c0b535c4aa7ed44db9d577df","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"145904269873065","authorIdStr":"145904269873065"},"themes":[],"htmlText":"快手差不多也就值这个价","listText":"快手差不多也就值这个价","text":"快手差不多也就值这个价","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/800969467","repostId":"1117552851","repostType":4,"repost":{"id":"1117552851","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":1627270694,"share":"https://www.laohu8.com/m/news/1117552851?lang=&edition=full","pubTime":"2021-07-26 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<td>42.92亿</td>\n </tr>\n <tr>\n <td>Aranda Investments</td>\n <td>1953.92万</td>\n <td>28.35亿</td>\n </tr>\n <tr>\n <td>GIC</td>\n <td>1953.92万</td>\n <td>28.35亿</td>\n </tr>\n <tr>\n <td>Invesco</td>\n <td>1599.66万</td>\n <td>23.21亿</td>\n </tr>\n <tr>\n <td>富达国际</td>\n <td>1599.66万</td>\n <td>23.21亿</td>\n </tr>\n <tr>\n <td>BlackRock</td>\n <td>1333.05万</td>\n <td>19.34亿</td>\n </tr>\n <tr>\n <td>CPP Investments</td>\n <td>887.48万</td>\n <td>12.88亿</td>\n </tr>\n <tr>\n <td>Sunny Festive</td>\n <td>887.48万</td>\n <td>12.88亿</td>\n </tr>\n <tr>\n <td>MSAL及MSIM Inc</td>\n <td>741.39万</td>\n <td>10.76亿</td>\n </tr>\n <tr>\n <td>ADIA</td>\n <td>591.65万</td>\n <td>8.58亿</td>\n </tr>\n </tbody>\n</table>","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>快手跌逾9%!遭大摩下调评级+即将解禁</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快手跌逾9%!遭大摩下调评级+即将解禁\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\">2021-07-26 11:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月26日讯,快手<a href=\"https://laohu8.com/S/01024\">$(01024)$</a>跌逾9%,报117.6港元。快手的上市联席保荐券商<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>将其目标价由300港元/股下调至130港元/股,评级由“增持”下调为“”减持“。</p>\n<p>大摩研报指出,快手今年第二季度日活跃用户按季增长较抖音低14个百分点,是自2018年第四季度以来最大差距。该行将快手2025年预测月活跃用户由7亿人次下调至6亿人次,对比抖音2021年底已目标有6.8亿人次。</p>\n<p>大摩预期,2021-22年快手皆录得逾120亿元净亏损,预期现时或需到2025年才扭亏为盈,对比早前预测2022年已录得盈利。<img src=\"https://static.tigerbbs.com/53cb236d42c1b7df218e8691ee42206c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">另外,快手─W(01024.hk),将于2021-08-05出现解禁。</p>\n<table>\n <thead>\n <tr>\n <th>公司/高管</th>\n <th>解除股数</th>\n <th>解除金额</th>\n </tr>\n </thead>\n <tbody>\n <tr>\n <td>The Capital Group Funds</td>\n <td>2958.27万</td>\n <td>42.92亿</td>\n </tr>\n <tr>\n <td>Aranda Investments</td>\n <td>1953.92万</td>\n <td>28.35亿</td>\n </tr>\n <tr>\n <td>GIC</td>\n <td>1953.92万</td>\n <td>28.35亿</td>\n </tr>\n <tr>\n <td>Invesco</td>\n <td>1599.66万</td>\n <td>23.21亿</td>\n </tr>\n <tr>\n <td>富达国际</td>\n <td>1599.66万</td>\n <td>23.21亿</td>\n </tr>\n <tr>\n <td>BlackRock</td>\n <td>1333.05万</td>\n <td>19.34亿</td>\n </tr>\n <tr>\n <td>CPP Investments</td>\n <td>887.48万</td>\n <td>12.88亿</td>\n </tr>\n <tr>\n <td>Sunny Festive</td>\n <td>887.48万</td>\n <td>12.88亿</td>\n </tr>\n <tr>\n <td>MSAL及MSIM Inc</td>\n <td>741.39万</td>\n <td>10.76亿</td>\n </tr>\n <tr>\n <td>ADIA</td>\n <td>591.65万</td>\n <td>8.58亿</td>\n </tr>\n </tbody>\n</table>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b57241e30a2dc7e84d4588d7aafb919c","relate_stocks":{"01024":"快手-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117552851","content_text":"7月26日讯,快手$(01024)$跌逾9%,报117.6港元。快手的上市联席保荐券商摩根士丹利将其目标价由300港元/股下调至130港元/股,评级由“增持”下调为“”减持“。\n大摩研报指出,快手今年第二季度日活跃用户按季增长较抖音低14个百分点,是自2018年第四季度以来最大差距。该行将快手2025年预测月活跃用户由7亿人次下调至6亿人次,对比抖音2021年底已目标有6.8亿人次。\n大摩预期,2021-22年快手皆录得逾120亿元净亏损,预期现时或需到2025年才扭亏为盈,对比早前预测2022年已录得盈利。另外,快手─W(01024.hk),将于2021-08-05出现解禁。\n\n\n\n公司/高管\n解除股数\n解除金额\n\n\n\n\nThe Capital Group Funds\n2958.27万\n42.92亿\n\n\nAranda Investments\n1953.92万\n28.35亿\n\n\nGIC\n1953.92万\n28.35亿\n\n\nInvesco\n1599.66万\n23.21亿\n\n\n富达国际\n1599.66万\n23.21亿\n\n\nBlackRock\n1333.05万\n19.34亿\n\n\nCPP Investments\n887.48万\n12.88亿\n\n\nSunny Festive\n887.48万\n12.88亿\n\n\nMSAL及MSIM Inc\n741.39万\n10.76亿\n\n\nADIA\n591.65万\n8.58亿","news_type":1},"isVote":1,"tweetType":1,"viewCount":2472,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3498089921022259","authorId":"3498089921022259","name":"万物皆空","avatar":"https://static.tigerbbs.com/e8186eebd86e43bf1abafc6f32500b6c","crmLevel":2,"crmLevelSwitch":0,"idStr":"3498089921022259","authorIdStr":"3498089921022259"},"content":"现在还早,要是美国加息,泡沫破灭,不知道值多少钱","text":"现在还早,要是美国加息,泡沫破灭,不知道值多少钱","html":"现在还早,要是美国加息,泡沫破灭,不知道值多少钱"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":135451422,"gmtCreate":1622178589566,"gmtModify":1622178589566,"author":{"id":"145904269873065","authorId":"145904269873065","name":"巴龙","avatar":"https://static.tigerbbs.com/34cfa860c0b535c4aa7ed44db9d577df","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"145904269873065","authorIdStr":"145904269873065"},"themes":[],"htmlText":"后面说的是百度家的教育公司吧","listText":"后面说的是百度家的教育公司吧","text":"后面说的是百度家的教育公司吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/135451422","repostId":"1116530512","repostType":4,"isVote":1,"tweetType":1,"viewCount":1681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358370517,"gmtCreate":1616667624139,"gmtModify":1616667624139,"author":{"id":"145904269873065","authorId":"145904269873065","name":"巴龙","avatar":"https://static.tigerbbs.com/34cfa860c0b535c4aa7ed44db9d577df","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"145904269873065","authorIdStr":"145904269873065"},"themes":[],"htmlText":"扯着新能源的皮,收入绝大部分确是健康,呵呵","listText":"扯着新能源的皮,收入绝大部分确是健康,呵呵","text":"扯着新能源的皮,收入绝大部分确是健康,呵呵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358370517","repostId":"1115409974","repostType":4,"isVote":1,"tweetType":1,"viewCount":2702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333787018,"gmtCreate":1609369055134,"gmtModify":1703739023791,"author":{"id":"145904269873065","authorId":"145904269873065","name":"巴龙","avatar":"https://static.tigerbbs.com/34cfa860c0b535c4aa7ed44db9d577df","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"145904269873065","authorIdStr":"145904269873065"},"themes":[],"htmlText":"真佩服任正非的高瞻远瞩和做事的决心,这才是优秀企业家的典范,快钱赚多了就不愿意踏踏实实干事了","listText":"真佩服任正非的高瞻远瞩和做事的决心,这才是优秀企业家的典范,快钱赚多了就不愿意踏踏实实干事了","text":"真佩服任正非的高瞻远瞩和做事的决心,这才是优秀企业家的典范,快钱赚多了就不愿意踏踏实实干事了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333787018","repostId":"1126735417","repostType":4,"repost":{"id":"1126735417","pubTimestamp":1609344144,"share":"https://www.laohu8.com/m/news/1126735417?lang=&edition=full","pubTime":"2020-12-31 00:02","market":"sh","language":"zh","title":"华为神秘部门“被动”营业","url":"https://stock-news.laohu8.com/highlight/detail?id=1126735417","media":"AI财经社","summary":"低调的华为哈勃投资,因为投资项目IPO或进入上市辅导不时见诸报端。有人称华为欲通过投资实现曲线突围,也有人认为其希望靠产业投资赚钱。对于被投公司而言,与华为投资共舞,会获得采购大单、技术联合攻关等资源","content":"<blockquote>低调的华为哈勃投资,因为投资项目IPO或进入上市辅导不时见诸报端。有人称华为欲通过投资实现曲线突围,也有人认为其希望靠产业投资赚钱。对于被投公司而言,与华为投资共舞,会获得采购大单、技术联合攻关等资源,这些让势单力薄的半导体企业“像坐上一艘大船一样乘风破浪”,但也可能遭遇潜藏在海底的暗礁,企业有可能要忍受华为的强绑定和强大控制力带来的不确定性。</blockquote><p><b>“神秘”的华为投资</b></p><p>很多人可能熟知华为是一家科技公司,但近年来可能忽略了它强大的投资公司角色。</p><p>根据天眼查App显示,华为旗下哈勃投资12月26日再次出手,投资了国产EDA公司湖北九同方微电子有限公司(以下简称“九同方”)。这是一家从事的EDA软件研发的企业,其核心技术是美国对华禁运的卡脖子技术之一。当然,这家公司也承载着中国半导体的“芯酸之事”。</p><p><img src=\"https://static.tigerbbs.com/e9a25d8b86ccd4c96a58b2dcc16de71b\" tg-width=\"1080\" tg-height=\"728\"></p><p>图/视觉中国</p><p>不得不提的是,这已经是自2019年4月成立以来,哈勃投资公开的第23起投资。除了九同方,最近半年以来,随着一些项目IPO或进入上市辅导,低调的哈勃投资不时见诸报端,一些人才意识到哈勃投资的存在,甚至因此戏称“华为的投资能力堪比顶级VC”。</p><p>这家华为持股100%的投资机构,以美国第一巨型太空望远镜命名,华为对哈勃投资的注册资本由最初的7亿元,经过两次变更为27亿元。有人称华为欲通过哈勃投资实现半导体的曲线突围,也有认为其希望靠产业投资赚钱。</p><p>而实际上,一位知情人士对AI财经社表示,哈勃投资的操作模式和决策机制与华为以往风格不太一样。</p><p>担任哈勃投资董事长兼总经理的人为白熠,其在华为目前的职位是战略部副总裁,此前他也曾担任过华为财务管理办公室副总裁等。而华为战略部的职责,除了战略投资,还包括战略规划、品牌战略、标准等。</p><p>但坊间传言称,哈勃投资和白熠并没有决策权。“团队在外找到项目后,实际值不值得投,不是哈勃来决定,而是由华为各事业部负责人拍板决策。”比如,所投项目与消费终端有关,那么由消费者BG的CEO余承东、甚至是华为终端手机产品线总裁何刚来决定是否投资。上述知情人士称,这个团队人数目前不超过10人,在华为内部“并没有什么人关注,毕竟公司的驱动不是来自投资”。</p><p>这与十多年前华为做投资很不一样。当年不论是对国外各类并购案件,还是对国内企业暴风影音、昆仑万维、润和软件这类风险投资,最后一道流程都需要华为最高的管理团队EMT(华为执行管理团队)通过,任正非对这些投资“点头才行”。</p><p>而现在,哈勃投资的项目并不会传递至EMT,“也跟任正非没有关系”。对此,接近华为的人士分析,这是因为此前华为的投资和并购都与公司发展方向密切相关,需要EMT来进行把关,而现在哈勃所进行的投资更为分散,因此将这种权力下放,有利于迅速出击。</p><p>既然投资机制如此,华为的哈勃投资是为了“曲线救国”,还是为公司赚钱?</p><p>梳理这些投资目录会发现,这23家被投的企业,大部分主营业务几乎都集中在半导体领域,涵盖了从半导体材料、EDA工具、设计到测试仪器在内的多个产业链环节,比如碳化硅材料供应商山东天岳、砷化镓和磷化铟材料供应商鑫耀半导体、主做模拟芯片的思瑞浦、车载通讯芯片研发商裕太微电子、5G测试仪器供应商中电科仪等,其中很多是卡脖子环节。从这点来看,华为有扶持半导体产业链的目的。</p><p>一位接近华为的人士分析,由于美国的制裁,华为需要行动起来,“化整为零”,进行半导体产业链布局。</p><p>但也有接近华为的业内人士对AI财经社直言,“你可以理解为是赚钱加产业,双轮驱动。”</p><p>作为哈勃投资第一股,思瑞浦已于今年9月登陆科创板。截至12月30日收盘,思瑞浦股价已经涨到405元,是发行价(115.71元)的3.57倍,市值超过330亿元。按照上市前,哈勃以7200万元,32.13元/股增发认购224万股股份来计算,目前华为已经净赚8.5亿元。对比华为2020年上半年400多亿元的净利润,仅一个投资项目就有这么巨额的财务回报,赚钱能力非同一般。而思瑞浦是华为供应商,其销售收入中有近6成来自华为,华为订单的加持也让哈勃投资在资本市场上有更强的赚钱底气。</p><p>除了思瑞浦,同为华为供应商的灿勤科技、山东天岳、好达电子、东芯半导体等被投企业,也都在IPO的进程当中。有媒体称,灿勤科技上市后,保守估计,哈勃1.1亿元的投资,所占股份的市值将会超过7亿元,相当于短短半年就将增值6倍。</p><p>值得注意的一点是,华为在这轮投资中不惜以更高的比例参股,比如对庆虹电子的持股比例达到32.14%、云南鑫耀为23.91%、常州富烯科技为10%,中电科仪为10%。</p><p>投资标的占股比例不断增加,是哈勃投资比较明显的变化。据一位知情人士称,华为内部此前把很多投资比例控制在4.99%,低于5%这一基准线。该人士称,这是由于证券法规定,到达5%的持股比例后需要对外公布,也需要向监管机构报告;对于属于上市公司的,则应当同时向证券交易所报告。“华为不希望对外公布。”</p><p>但以哈勃投资出击的华为,现在显然打了一套与以往完全不同的组合拳。</p><p><b>9年前曾投资互联网,后解散团队</b></p><p>相比于腾讯和阿里在投资上的高调扩张,华为在投资方面一直颇为低调。一部名为《华为基本法》的公司制度中更是为这种投资取向进行了严格的限定:华为永远不进入信息服务业,永远不去进入主行业以外的行业。</p><p>但实际情况是,华为过去也曾“偷吃过禁果”,并在那个阶段的尝试中收获了巨大的财务回报。</p><p>图/视觉中国</p><p>当年华为负责投资的部门是企业发展部。据了解,2011年时企业发展部的负责人为郭平,也是华为现任三位轮值董事长之一。这个部门负责华为合资、并购和风险投资,华为几起重要的海外收购案就是由该部门来主导。华三、华赛和华为海缆等业务当年也均由该部门运作。</p><p>“华为当时对国内的投资逻辑以财务回报为主要目的,要求不能跟主业有冲突,最好能协同。”华为老兵戴辉对AI财经社称。他曾是企业发展部中参与风险投资的成员之一。</p><p>戴辉向AI财经社回忆,2011年有三个重要的风投项目分别是润和软件、暴风影音和昆仑万维。这三家公司所涉及到的领域有软件、物联网、视频和游戏,而这些并不是华为的主业。</p><p>当时企业发展部的做法与今天的哈勃投资有相似之处,也需要与相应部门共同探讨,而这三个项目都是由朱波深度参与和主导的。据媒体报道,2008年下半年,华为设立了互联网业务部,归属于华为业务和软件产品线,由空降过来的朱波担任该部门的首席市场官,后来朱又被任命为互联网业务部总裁。2010年,互联网业务部并入了消费者事业群旗下。</p><p>朱波在2012年离职后曾在公开场合表示,因为华为当时有意往服务和互联网发展,因此自己才选择加入。其中对互联网游戏商昆仑万维的投资就是朱波一手引入的。</p><p>如今看来,除了润和软件之后与华为在物联网、鸿蒙生态等方面有深度合作外,昆仑万维和暴风影音跟华为并没有实质的业务协同,即便华为手机业务需要游戏和影音内容,但总的说来,这两个投资更像是一场纯粹的财务投资。</p><p>华为在这三家公司上市前对其进行了数千万美元到2亿美元不等的投资,随后在其上市后解禁卖出,大赚了几十倍。</p><p>一位接近华为的人士对AI财经社透露,2015年暴风影音上市,创造了36个涨停板,股价从最低的9.43元一路上涨到327.01元,被誉为当年第一妖股,“任正非对此非常震怒”。暴风影音这样的表现,让坊间在议论中将其与华为联系在一起。“任正非生气的原因可能是,觉得华为赚这样的钱有损声誉,华为不想和这些沾上边。”</p><p>不过,早在暴风影音上市四年前的2011年10月,风险投资在华为就被叫停,相关团队被解散,华为宣布要聚焦主业。当时被“失业”的戴辉称,自己感到了巨大的失落。他认为,这种模式是很成功的,内部正要大干一场,后来突然说不让做风投,大家就作鸟兽散了。</p><p>当时华为的消费者业务和企业业务正在发展的关键时期,公司希望能够集中精力发展主业务。也有说法称,任正非担心这样赚钱太容易,会磨灭大家的斗志,就没人愿意做研发了。据另一知情人士透露,后来以任正非的名义下发文件,宣布调整华为的投资战略,只做跟自己主营相关的投资,而这里的主业仅限于通讯设备这个“苦活累活”行业。</p><p>同时期,华为对国外的投资策略则完全不同,以收购关键技术为主,融入到华为,而不以纯粹的财务投资为目标。</p><p>比如2012年和2013年,华为分别收购了CIP和比利时的Caliopa,前者是英国集成光子研究中心,后者则致力于数据通信和电信市场的硅光子技术。2014年,华为又以2600万美元与德国博世和美国赛灵思共同投资XMOS公司,这家公司在物联网领域专攻高性能传感器。</p><p>此外,华为还曾在2010年以800万欧元并购M4S,将其4G射频芯片收入囊中。2011年以5.3亿美元并购合资公司赛门铁克,2016年1.5亿美元收购以色列芯片设计公司Toga Networks。</p><p>显然,华为通过对这些外资公司的并购,获得了主业务发展所需的部分关键技术,或以较低的成本得到了当地通信行业的牌照或资质。</p><p>不过在征战海外的过程中,华为也遭遇了几次失败。比如,2008年,在美国政界以安全为由否决了华为收购3com;2010年,华为欲以200万美元收购即将破产的美国三叶系统公司特定资产,其中包含若干涉及高性能计算领域的核心技术,也被以同样的理由打断。看来,美国在10多年前就已经开始隔断华为了。</p><p><b>与大船一起乘风破浪,但也要提防暗礁</b></p><p>观察华为投资,它表现出目标明确、对一些领域极为执着、下手快准狠的特点。</p><p>比如这次投资的EDA企业九同方,有业内人士向AI财经社透露,在国内十五六家EDA企业中,九同方目前的水平“几乎是垫底的”。该人士称,这家企业此前只有10多个人。</p><p>AI财经社了解到,华为在投资九同方之前,与国内最强的EDA企业华大九天合作。双方曾商量必须在两三年之内解决EDA卡脖子技术,“一二三列出单子,哪些是你能做的,不能做的华为自己做”。但接近华大九天的人称,即便有这样紧密的合作关系,华大九天的股东CEC(中国电子)并不同意华为入股这家企业。而华为并没有放弃,转投了非常愿意接受华为投资的九同方。</p><p>华为在模拟芯片、碳化硅器件等领域也都有锲而不舍的案例。</p><p>对于被投公司而言,与华为投资共舞,会获得采购大单、技术联合攻关等资源,这些资源能让势单力薄的半导体企业“像坐上一艘大船一样乘风破浪”,也可能遭遇潜藏在海底的暗礁,企业可能要忍受华为的强绑定和强大控制力带来的不确定性。</p><p>以成功上市的思瑞浦为例,这家公司主营模拟芯片,在引入华为之前,活得异常艰难。2012年成立之后,思瑞浦一度因为市场表现太差,而陷入生死存亡之际,而后在东华芯创投的注资下,才保住了公司。但直到2018年,公司仍亏损882万元。</p><p>根据思瑞浦招股书,神秘客户A在2019年为其贡献了1.73亿元的销售额,占其当年总营收的57.13%,这帮助思瑞浦整体营收超过3亿元,净利润突破7000万元,为其之后IPO扫清了障碍。尽管招股书中未披露A的具体身份,但结合一些关联信息,A即为华为。</p><p>另一家灿勤科技更夸张,其增长几乎全部依靠华为。这家公司主营5G介质波导滤波器,是5G宏基站核心射频器的关键器件之一。2017年,灿勤科技营收为1.2亿元,净利润只有2800万元。引入华为后,2019年灿勤科技营收达14亿元,净利润涨至7.2亿元。在短短的时间里,营收增长11倍,净利润则膨胀了25倍。</p><p>2019年,华为对灿勤科技的采购额占了其总营收的92.14%。到了2020年上半年,华为的占比仍没有下降的趋势,6.8亿元的采购额贡献了灿勤总营收的92.68%。</p><p>可以说,灿勤科技因为华为而收获了一张漂亮的财务报表和充沛的资金,但同时,它也陷入了对华为的重度依赖之中,从吃百家饭变成了专靠华为供养的公司。这对第三方芯片供应商来说,也是危险的。</p><p>一位行业人士称,并不是所有企业都愿意接受华为投资。他解释,华为在很多投资上表现得非常强势,狼性的控制欲望和扩张欲望很强,通常留给被投企业的选择并不多。</p><p>AI财经社获悉,曾经华为想要投资一个半导体器件的项目,华为提出的条件是想要通过投资来控股该公司。这家企业不同意这个方案,华为又表示,希望能包下这家企业的产能,即采购其全部产品。另一家电源管理公司也曾面临华为提出的“二选一”,华为称要么投资,占股51%;要么将华为内部的人派驻到该公司,进行联合攻关。该企业最终拒绝了华为,理由是担心“最终我的公司就不是我的了”。</p><p>此前,一些半导体企业曾抱怨小米产业投资仅仅像是财务投资,在采购订单上对被投企业的加持不明显。相比较而言,华为对被投企业的影响更大更深,但企业适不适合拿这些投资,也是一个见仁见智的事情。但可以预见的是,如同阿里系、腾讯系之于互联网和群体广泛的行业,在电子信息行业,一个“华为系”或许正在诞生。</p>","source":"AI财经社","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n华为神秘部门“被动”营业\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-31 00:02 北京时间 <a href=https://mp.weixin.qq.com/s/_8HBAE5PLIHl0oSYxdi9yA><strong>AI财经社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>低调的华为哈勃投资,因为投资项目IPO或进入上市辅导不时见诸报端。有人称华为欲通过投资实现曲线突围,也有人认为其希望靠产业投资赚钱。对于被投公司而言,与华为投资共舞,会获得采购大单、技术联合攻关等资源,这些让势单力薄的半导体企业“像坐上一艘大船一样乘风破浪”,但也可能遭遇潜藏在海底的暗礁,企业有可能要忍受华为的强绑定和强大控制力带来的不确定性。“神秘”的华为投资很多人可能熟知华为是一家科技公司,但...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/_8HBAE5PLIHl0oSYxdi9yA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e8776326a073f38b9df528ccba693d04","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/_8HBAE5PLIHl0oSYxdi9yA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126735417","content_text":"低调的华为哈勃投资,因为投资项目IPO或进入上市辅导不时见诸报端。有人称华为欲通过投资实现曲线突围,也有人认为其希望靠产业投资赚钱。对于被投公司而言,与华为投资共舞,会获得采购大单、技术联合攻关等资源,这些让势单力薄的半导体企业“像坐上一艘大船一样乘风破浪”,但也可能遭遇潜藏在海底的暗礁,企业有可能要忍受华为的强绑定和强大控制力带来的不确定性。“神秘”的华为投资很多人可能熟知华为是一家科技公司,但近年来可能忽略了它强大的投资公司角色。根据天眼查App显示,华为旗下哈勃投资12月26日再次出手,投资了国产EDA公司湖北九同方微电子有限公司(以下简称“九同方”)。这是一家从事的EDA软件研发的企业,其核心技术是美国对华禁运的卡脖子技术之一。当然,这家公司也承载着中国半导体的“芯酸之事”。图/视觉中国不得不提的是,这已经是自2019年4月成立以来,哈勃投资公开的第23起投资。除了九同方,最近半年以来,随着一些项目IPO或进入上市辅导,低调的哈勃投资不时见诸报端,一些人才意识到哈勃投资的存在,甚至因此戏称“华为的投资能力堪比顶级VC”。这家华为持股100%的投资机构,以美国第一巨型太空望远镜命名,华为对哈勃投资的注册资本由最初的7亿元,经过两次变更为27亿元。有人称华为欲通过哈勃投资实现半导体的曲线突围,也有认为其希望靠产业投资赚钱。而实际上,一位知情人士对AI财经社表示,哈勃投资的操作模式和决策机制与华为以往风格不太一样。担任哈勃投资董事长兼总经理的人为白熠,其在华为目前的职位是战略部副总裁,此前他也曾担任过华为财务管理办公室副总裁等。而华为战略部的职责,除了战略投资,还包括战略规划、品牌战略、标准等。但坊间传言称,哈勃投资和白熠并没有决策权。“团队在外找到项目后,实际值不值得投,不是哈勃来决定,而是由华为各事业部负责人拍板决策。”比如,所投项目与消费终端有关,那么由消费者BG的CEO余承东、甚至是华为终端手机产品线总裁何刚来决定是否投资。上述知情人士称,这个团队人数目前不超过10人,在华为内部“并没有什么人关注,毕竟公司的驱动不是来自投资”。这与十多年前华为做投资很不一样。当年不论是对国外各类并购案件,还是对国内企业暴风影音、昆仑万维、润和软件这类风险投资,最后一道流程都需要华为最高的管理团队EMT(华为执行管理团队)通过,任正非对这些投资“点头才行”。而现在,哈勃投资的项目并不会传递至EMT,“也跟任正非没有关系”。对此,接近华为的人士分析,这是因为此前华为的投资和并购都与公司发展方向密切相关,需要EMT来进行把关,而现在哈勃所进行的投资更为分散,因此将这种权力下放,有利于迅速出击。既然投资机制如此,华为的哈勃投资是为了“曲线救国”,还是为公司赚钱?梳理这些投资目录会发现,这23家被投的企业,大部分主营业务几乎都集中在半导体领域,涵盖了从半导体材料、EDA工具、设计到测试仪器在内的多个产业链环节,比如碳化硅材料供应商山东天岳、砷化镓和磷化铟材料供应商鑫耀半导体、主做模拟芯片的思瑞浦、车载通讯芯片研发商裕太微电子、5G测试仪器供应商中电科仪等,其中很多是卡脖子环节。从这点来看,华为有扶持半导体产业链的目的。一位接近华为的人士分析,由于美国的制裁,华为需要行动起来,“化整为零”,进行半导体产业链布局。但也有接近华为的业内人士对AI财经社直言,“你可以理解为是赚钱加产业,双轮驱动。”作为哈勃投资第一股,思瑞浦已于今年9月登陆科创板。截至12月30日收盘,思瑞浦股价已经涨到405元,是发行价(115.71元)的3.57倍,市值超过330亿元。按照上市前,哈勃以7200万元,32.13元/股增发认购224万股股份来计算,目前华为已经净赚8.5亿元。对比华为2020年上半年400多亿元的净利润,仅一个投资项目就有这么巨额的财务回报,赚钱能力非同一般。而思瑞浦是华为供应商,其销售收入中有近6成来自华为,华为订单的加持也让哈勃投资在资本市场上有更强的赚钱底气。除了思瑞浦,同为华为供应商的灿勤科技、山东天岳、好达电子、东芯半导体等被投企业,也都在IPO的进程当中。有媒体称,灿勤科技上市后,保守估计,哈勃1.1亿元的投资,所占股份的市值将会超过7亿元,相当于短短半年就将增值6倍。值得注意的一点是,华为在这轮投资中不惜以更高的比例参股,比如对庆虹电子的持股比例达到32.14%、云南鑫耀为23.91%、常州富烯科技为10%,中电科仪为10%。投资标的占股比例不断增加,是哈勃投资比较明显的变化。据一位知情人士称,华为内部此前把很多投资比例控制在4.99%,低于5%这一基准线。该人士称,这是由于证券法规定,到达5%的持股比例后需要对外公布,也需要向监管机构报告;对于属于上市公司的,则应当同时向证券交易所报告。“华为不希望对外公布。”但以哈勃投资出击的华为,现在显然打了一套与以往完全不同的组合拳。9年前曾投资互联网,后解散团队相比于腾讯和阿里在投资上的高调扩张,华为在投资方面一直颇为低调。一部名为《华为基本法》的公司制度中更是为这种投资取向进行了严格的限定:华为永远不进入信息服务业,永远不去进入主行业以外的行业。但实际情况是,华为过去也曾“偷吃过禁果”,并在那个阶段的尝试中收获了巨大的财务回报。图/视觉中国当年华为负责投资的部门是企业发展部。据了解,2011年时企业发展部的负责人为郭平,也是华为现任三位轮值董事长之一。这个部门负责华为合资、并购和风险投资,华为几起重要的海外收购案就是由该部门来主导。华三、华赛和华为海缆等业务当年也均由该部门运作。“华为当时对国内的投资逻辑以财务回报为主要目的,要求不能跟主业有冲突,最好能协同。”华为老兵戴辉对AI财经社称。他曾是企业发展部中参与风险投资的成员之一。戴辉向AI财经社回忆,2011年有三个重要的风投项目分别是润和软件、暴风影音和昆仑万维。这三家公司所涉及到的领域有软件、物联网、视频和游戏,而这些并不是华为的主业。当时企业发展部的做法与今天的哈勃投资有相似之处,也需要与相应部门共同探讨,而这三个项目都是由朱波深度参与和主导的。据媒体报道,2008年下半年,华为设立了互联网业务部,归属于华为业务和软件产品线,由空降过来的朱波担任该部门的首席市场官,后来朱又被任命为互联网业务部总裁。2010年,互联网业务部并入了消费者事业群旗下。朱波在2012年离职后曾在公开场合表示,因为华为当时有意往服务和互联网发展,因此自己才选择加入。其中对互联网游戏商昆仑万维的投资就是朱波一手引入的。如今看来,除了润和软件之后与华为在物联网、鸿蒙生态等方面有深度合作外,昆仑万维和暴风影音跟华为并没有实质的业务协同,即便华为手机业务需要游戏和影音内容,但总的说来,这两个投资更像是一场纯粹的财务投资。华为在这三家公司上市前对其进行了数千万美元到2亿美元不等的投资,随后在其上市后解禁卖出,大赚了几十倍。一位接近华为的人士对AI财经社透露,2015年暴风影音上市,创造了36个涨停板,股价从最低的9.43元一路上涨到327.01元,被誉为当年第一妖股,“任正非对此非常震怒”。暴风影音这样的表现,让坊间在议论中将其与华为联系在一起。“任正非生气的原因可能是,觉得华为赚这样的钱有损声誉,华为不想和这些沾上边。”不过,早在暴风影音上市四年前的2011年10月,风险投资在华为就被叫停,相关团队被解散,华为宣布要聚焦主业。当时被“失业”的戴辉称,自己感到了巨大的失落。他认为,这种模式是很成功的,内部正要大干一场,后来突然说不让做风投,大家就作鸟兽散了。当时华为的消费者业务和企业业务正在发展的关键时期,公司希望能够集中精力发展主业务。也有说法称,任正非担心这样赚钱太容易,会磨灭大家的斗志,就没人愿意做研发了。据另一知情人士透露,后来以任正非的名义下发文件,宣布调整华为的投资战略,只做跟自己主营相关的投资,而这里的主业仅限于通讯设备这个“苦活累活”行业。同时期,华为对国外的投资策略则完全不同,以收购关键技术为主,融入到华为,而不以纯粹的财务投资为目标。比如2012年和2013年,华为分别收购了CIP和比利时的Caliopa,前者是英国集成光子研究中心,后者则致力于数据通信和电信市场的硅光子技术。2014年,华为又以2600万美元与德国博世和美国赛灵思共同投资XMOS公司,这家公司在物联网领域专攻高性能传感器。此外,华为还曾在2010年以800万欧元并购M4S,将其4G射频芯片收入囊中。2011年以5.3亿美元并购合资公司赛门铁克,2016年1.5亿美元收购以色列芯片设计公司Toga Networks。显然,华为通过对这些外资公司的并购,获得了主业务发展所需的部分关键技术,或以较低的成本得到了当地通信行业的牌照或资质。不过在征战海外的过程中,华为也遭遇了几次失败。比如,2008年,在美国政界以安全为由否决了华为收购3com;2010年,华为欲以200万美元收购即将破产的美国三叶系统公司特定资产,其中包含若干涉及高性能计算领域的核心技术,也被以同样的理由打断。看来,美国在10多年前就已经开始隔断华为了。与大船一起乘风破浪,但也要提防暗礁观察华为投资,它表现出目标明确、对一些领域极为执着、下手快准狠的特点。比如这次投资的EDA企业九同方,有业内人士向AI财经社透露,在国内十五六家EDA企业中,九同方目前的水平“几乎是垫底的”。该人士称,这家企业此前只有10多个人。AI财经社了解到,华为在投资九同方之前,与国内最强的EDA企业华大九天合作。双方曾商量必须在两三年之内解决EDA卡脖子技术,“一二三列出单子,哪些是你能做的,不能做的华为自己做”。但接近华大九天的人称,即便有这样紧密的合作关系,华大九天的股东CEC(中国电子)并不同意华为入股这家企业。而华为并没有放弃,转投了非常愿意接受华为投资的九同方。华为在模拟芯片、碳化硅器件等领域也都有锲而不舍的案例。对于被投公司而言,与华为投资共舞,会获得采购大单、技术联合攻关等资源,这些资源能让势单力薄的半导体企业“像坐上一艘大船一样乘风破浪”,也可能遭遇潜藏在海底的暗礁,企业可能要忍受华为的强绑定和强大控制力带来的不确定性。以成功上市的思瑞浦为例,这家公司主营模拟芯片,在引入华为之前,活得异常艰难。2012年成立之后,思瑞浦一度因为市场表现太差,而陷入生死存亡之际,而后在东华芯创投的注资下,才保住了公司。但直到2018年,公司仍亏损882万元。根据思瑞浦招股书,神秘客户A在2019年为其贡献了1.73亿元的销售额,占其当年总营收的57.13%,这帮助思瑞浦整体营收超过3亿元,净利润突破7000万元,为其之后IPO扫清了障碍。尽管招股书中未披露A的具体身份,但结合一些关联信息,A即为华为。另一家灿勤科技更夸张,其增长几乎全部依靠华为。这家公司主营5G介质波导滤波器,是5G宏基站核心射频器的关键器件之一。2017年,灿勤科技营收为1.2亿元,净利润只有2800万元。引入华为后,2019年灿勤科技营收达14亿元,净利润涨至7.2亿元。在短短的时间里,营收增长11倍,净利润则膨胀了25倍。2019年,华为对灿勤科技的采购额占了其总营收的92.14%。到了2020年上半年,华为的占比仍没有下降的趋势,6.8亿元的采购额贡献了灿勤总营收的92.68%。可以说,灿勤科技因为华为而收获了一张漂亮的财务报表和充沛的资金,但同时,它也陷入了对华为的重度依赖之中,从吃百家饭变成了专靠华为供养的公司。这对第三方芯片供应商来说,也是危险的。一位行业人士称,并不是所有企业都愿意接受华为投资。他解释,华为在很多投资上表现得非常强势,狼性的控制欲望和扩张欲望很强,通常留给被投企业的选择并不多。AI财经社获悉,曾经华为想要投资一个半导体器件的项目,华为提出的条件是想要通过投资来控股该公司。这家企业不同意这个方案,华为又表示,希望能包下这家企业的产能,即采购其全部产品。另一家电源管理公司也曾面临华为提出的“二选一”,华为称要么投资,占股51%;要么将华为内部的人派驻到该公司,进行联合攻关。该企业最终拒绝了华为,理由是担心“最终我的公司就不是我的了”。此前,一些半导体企业曾抱怨小米产业投资仅仅像是财务投资,在采购订单上对被投企业的加持不明显。相比较而言,华为对被投企业的影响更大更深,但企业适不适合拿这些投资,也是一个见仁见智的事情。但可以预见的是,如同阿里系、腾讯系之于互联网和群体广泛的行业,在电子信息行业,一个“华为系”或许正在诞生。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305269839,"gmtCreate":1604993042221,"gmtModify":1703835623122,"author":{"id":"145904269873065","authorId":"145904269873065","name":"巴龙","avatar":"https://static.tigerbbs.com/34cfa860c0b535c4aa7ed44db9d577df","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"145904269873065","authorIdStr":"145904269873065"},"themes":[],"htmlText":"<a 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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\">2020-11-05 18:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美国总统大选选情反转,拜登强势反超!“拜登概念”大麻股盘前涨幅扩大,Sundial Growers Inc 涨超24%,Aphria涨超17%,Tilray涨超32%,奥罗拉大麻公司涨超44%。拜登的竞选团队此前表示,如果当选,他们将使大麻合法化。</p><p><img src=\"https://static.tigerbbs.com/2a5b70515afe9fd89a0e4c42bfeb3302\" tg-width=\"875\" tg-height=\"848\">另外美股光伏概念股反弹,<a href=\"https://laohu8.com/S/JKS\">晶科能源</a>涨超17%,<a href=\"https://laohu8.com/S/CSIQ\">阿特斯太阳能</a>涨超9%,<a href=\"https://laohu8.com/S/SPWR\">SunPower</a>涨超8%,Sunrun涨超7%,<a href=\"https://laohu8.com/S/FSLR\">第一太阳能</a>涨超5%。</p><p><img src=\"https://static.tigerbbs.com/28c6c9b81ee14682b6c54a7e274ad6d0\" tg-width=\"840\" tg-height=\"470\"></p><p></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff5ff2873826c6b15f70d63b35fff7cb","relate_stocks":{"APHA":"Aphria Inc.","TLRY":"Tilray Inc.","SNDL":"SNDL Inc.","ACB":"奥罗拉大麻公司"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145313428","content_text":"美国总统大选选情反转,拜登强势反超!“拜登概念”大麻股盘前涨幅扩大,Sundial Growers Inc 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11:30","market":"hk","language":"zh","title":"【广汽集团AH联袂上扬 埃安品牌或将独立 后续寻求科创板上市】","url":"https://stock-news.laohu8.com/highlight/detail?id=2077573512","media":"格隆汇","summary":"格隆汇10月23日丨广汽集团(2238.HK)涨约5%,广汽集团(601238.SH)亦涨超5%。日前,有国内媒体报道,广汽新能源旗下埃安品牌将于11月份独立,预计会在2020广州车展前夕正式对外公布。埃安品牌独立后,将会与广汽传祺构成广汽集团旗下两大品牌。后续可能会寻求科创板上市。","content":"<html><body><article><p>格隆汇10月23日丨<a href=\"https://laohu8.com/S/601238\">广汽集团</a>(2238.HK)涨约5%,<a href=\"https://laohu8.com/S/02238\">广汽集团</a>(601238.SH)亦涨超5%。日前,有国内媒体报道,广汽新能源旗下埃安品牌将于11月份独立,预计会在2020广州车展前夕正式对外公布。埃安品牌独立后,将会与广汽传祺构成广汽集团旗下两大品牌。后续可能会寻求科创板上市。</p></article></body></html>","source":"tencent","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>【广汽集团AH联袂上扬 埃安品牌或将独立 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.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【广汽集团AH联袂上扬 埃安品牌或将独立 后续寻求科创板上市】\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-10-23 11:30 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202010231130407b407f07&s=b><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格隆汇10月23日丨广汽集团(2238.HK)涨约5%,广汽集团(601238.SH)亦涨超5%。日前,有国内媒体报道,广汽新能源旗下埃安品牌将于11月份独立,预计会在2020广州车展前夕正式对外公布。埃安品牌独立后,将会与广汽传祺构成广汽集团旗下两大品牌。后续可能会寻求科创板上市。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202010231130407b407f07&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8b4b1dec746396d3df4e89ac4cd29de6","relate_stocks":{"601238":"广汽集团","02238":"广汽集团"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202010231130407b407f07&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2077573512","content_text":"格隆汇10月23日丨广汽集团(2238.HK)涨约5%,广汽集团(601238.SH)亦涨超5%。日前,有国内媒体报道,广汽新能源旗下埃安品牌将于11月份独立,预计会在2020广州车展前夕正式对外公布。埃安品牌独立后,将会与广汽传祺构成广汽集团旗下两大品牌。后续可能会寻求科创板上市。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301712423,"gmtCreate":1603765283362,"gmtModify":1703830609766,"author":{"id":"145904269873065","authorId":"145904269873065","name":"巴龙","avatar":"https://static.tigerbbs.com/34cfa860c0b535c4aa7ed44db9d577df","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"145904269873065","authorIdStr":"145904269873065"},"themes":[],"htmlText":"期待","listText":"期待","text":"期待","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301712423","repostId":"2077512995","repostType":2,"repost":{"id":"2077512995","pubTimestamp":1603424280,"share":"https://www.laohu8.com/m/news/2077512995?lang=&edition=full","pubTime":"2020-10-23 11:38","market":"hk","language":"zh","title":"传旗下埃安品牌将分拆上市 广汽集团A股涨5%H股涨近7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2077512995","media":"新浪港股","summary":"广汽新能源旗下埃安品牌将于11月份独立,后续可能寻求科创板上市,广汽集团H股涨6.67%,10月累涨24%;广汽集团A股涨超5%,10月累涨27%。日前,有国内媒体报道,广汽新能源旗下埃安品牌将于11月份独立,预计会在2020广州车展前夕正式对外公布。埃安品牌独立后,将会与广汽传祺构成广汽集团旗下两大品牌。后续可能会寻求科创板上市。责任编辑:张海营","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20201023113843086d235fg15id33oog\"/><p>广汽新能源旗下埃安品牌将于11月份独立,后续可能寻求科创板上市,<a href=\"https://laohu8.com/S/601238\">广汽集团</a>H股涨6.67%,10月累涨24%;<a href=\"https://laohu8.com/S/02238\">广汽集团</a>A股涨超5%,10月累涨27%。</p><p>日前,有国内媒体报道,广汽新能源旗下埃安品牌将于11月份独立,预计会在2020广州车展前夕正式对外公布。埃安品牌独立后,将会与广汽传祺构成广汽集团旗下两大品牌。后续可能会寻求科创板上市。</p><p>责任编辑:张海营</p></article></body></html>","source":"tencent","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\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202010231138437ac25ffe&s=b><strong>新浪港股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>广汽新能源旗下埃安品牌将于11月份独立,后续可能寻求科创板上市,广汽集团H股涨6.67%,10月累涨24%;广汽集团A股涨超5%,10月累涨27%。日前,有国内媒体报道,广汽新能源旗下埃安品牌将于11月份独立,预计会在2020广州车展前夕正式对外公布。埃安品牌独立后,将会与广汽传祺构成广汽集团旗下两大品牌。后续可能会寻求科创板上市。责任编辑:张海营</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202010231138437ac25ffe&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aaf10f59d529fccc557480730989e342","relate_stocks":{"601238":"广汽集团","02238":"广汽集团"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202010231138437ac25ffe&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2077512995","content_text":"广汽新能源旗下埃安品牌将于11月份独立,后续可能寻求科创板上市,广汽集团H股涨6.67%,10月累涨24%;广汽集团A股涨超5%,10月累涨27%。日前,有国内媒体报道,广汽新能源旗下埃安品牌将于11月份独立,预计会在2020广州车展前夕正式对外公布。埃安品牌独立后,将会与广汽传祺构成广汽集团旗下两大品牌。后续可能会寻求科创板上市。责任编辑:张海营","news_type":1},"isVote":1,"tweetType":1,"viewCount":2482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":974847181,"gmtCreate":1601019647543,"gmtModify":1703823355373,"author":{"id":"145904269873065","authorId":"145904269873065","name":"巴龙","avatar":"https://static.tigerbbs.com/34cfa860c0b535c4aa7ed44db9d577df","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"145904269873065","authorIdStr":"145904269873065"},"themes":[],"htmlText":"跌得稀里哗啦[黑眼圈] 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